Schwab US DVD Equity ETFSCHDETF
13F holders, Q2 2025 (June 30)1,805holders −6
102new positions
112sold out
4famous investors
$26.55avg. 13F price*
At the end of Q2 2025, 1,805 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings, down 6 from Q1 2025. 102 opened new positions and 112 sold out. The largest holders were LPL Financial LLC ($1.0B), Wealthspire Advisors, LLC ($768.0M) and Bank of America Corp. ($756.9M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Schwab US DVD Equity ETF
- CUSIP
- 808524797
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 102 | $183.4M |
| Exits | 112 | $687.4M |
All 13F filers, Q1 2025 → Q2 2025: 35,492,787 shares bought and 83,390,391 shares sold, net −47,897,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,805 holders
| LPL Financial LLC | 0.35% | Add +1.1% | 39,215,993 | $1.0B |
| Wealthspire Advisors, LLC | 4.32% | Reduce -1.9% | 28,982,800 | $768.0M |
| Bank of America Corp. | 0.06% | Reduce -11.4% | 28,560,608 | $756.9M |
| Avantax Advisory Services, Inc. | 4.14% | Add +2.9% | 28,436,927 | $753.6M |
| Morgan Stanley | 0.05% | Reduce -3.9% | 28,227,260 | $748.0M |
| Envestnet Asset Management Inc. | 0.15% | Add +6.0% | 19,215,884 | $509.2M |
| Raymond James Financial Inc. | 0.16% | Reduce -17.3% | 17,528,202 | $464.5M |
| Northwestern Mutual Wealth Management Co. | 0.33% | Reduce -3.6% | 17,126,918 | $453.9M |
| UBS Group AG | 0.09% | Add +1.2% | 15,668,364 | $415.2M |
| Ameriprise Financial Inc. | 0.10% | Reduce -15.7% | 14,787,940 | $391.8M |
| Wealthfront Advisers LLC | 0.92% | Reduce -3.4% | 13,453,546 | $356.5M |
| Wealth Enhancement Advisory Services, LLC | 0.55% | Add +3.5% | 12,067,607 | $330.0M |
| Commonwealth Equity Services, LLC | 0.42% | Reduce -11.1% | 12,003,126 | $318.1M |
| Osaic Holdings, Inc. | 0.53% | Add +12.1% | 11,264,610 | $298.7M |
| Wells Fargo & Company | 0.06% | Add +1.8% | 10,139,634 | $268.7M |
| Avantax Planning Partners, Inc. | 7.95% | Reduce -1.8% | 9,459,398 | $250.7M |
| Royal Bank of Canada | 0.05% | Reduce -0.8% | 9,093,676 | $241.0M |
| Mariner, LLC | 0.30% | Reduce -4.8% | 7,836,326 | $207.7M |
| Cetera Investment Advisers | 0.32% | Add +4.2% | 7,104,121 | $188.3M |
| Cambridge Investment Research Advisors, Inc. | 0.55% | Add +1.2% | 6,852,538 | $181.6M |
| Keystone Financial Planning, Inc. | 50.81% | Add +15.6% | 6,342,618 | $168.1M |
| MML Investors Services, LLC | 0.46% | Add +3.2% | 6,058,642 | $160.6M |
| Cassaday & Co Wealth Management LLC | 3.93% | Add +0.1% | 5,922,555 | $156.9M |
| HighTower Advisors, LLC | 0.19% | Reduce -0.3% | 5,651,066 | $149.8M |
| Cwm, LLC | 0.52% | Reduce -0.6% | 5,614,863 | $148.8M |
| Cerity Partners LLC | 0.26% | Reduce -0.5% | 5,594,469 | $148.3M |
| HHM Wealth Advisors, LLC | 16.35% | Add +4.3% | 5,189,527 | $137.5M |
| RMG Wealth Management LLC | 20.40% | — | 4,904,608 | $132.6M |
| Baird Financial Group, Inc. | 0.22% | Add +5.5% | 4,630,952 | $122.7M |
| Diversified Enterprises, LLC | 9.02% | Add +8.5% | 4,560,879 | $120.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -18.8% | 4,520,994 | $119.8M |
| Creative Planning | 0.10% | Reduce -2.4% | 4,376,728 | $116.0M |
| Cullen/Frost Bankers, Inc. | 1.32% | Reduce -2.5% | 3,987,951 | $105.7M |
| Keybank National Association | 0.38% | Add +0.2% | 3,808,299 | $100.9M |
| Truist Financial Corp. | 0.15% | Add +5.3% | 3,761,756 | $99.7M |
| Charles Schwab Trust Bank | 100.00% | Add +24.0% | 3,580,367 | $94.9M |
| LVW Advisors, LLC | 9.86% | Reduce -6.1% | 3,323,058 | $88.1M |
| Focus Financial Network, Inc. | 3.38% | Reduce -0.9% | 3,231,634 | $85.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.29% | Add +15.8% | 3,122,121 | $82.7M |
| Bouchey Financial Group, Ltd. | 6.71% | Add +1.8% | 3,046,323 | $80.7M |
| Berger Financial Group, Inc | 5.20% | Add +3.4% | 3,025,413 | $80.2M |
| Fifth Third Bancorp | 0.27% | Reduce -4.5% | 2,988,956 | $79.2M |
| IMA Advisory Services, Inc. | 8.26% | Add +1.0% | 2,908,929 | $77.1M |
| Valmark Advisers, Inc. | 1.01% | Add +0.2% | 2,727,891 | $72.3M |
| Asset Advisors Investment Management, LLC | 7.13% | Reduce -1.7% | 2,722,385 | $72.1M |
| Kestra Advisory Services, LLC | 0.35% | Reduce -18.2% | 2,675,988 | $70.9M |
| Jones Financial Companies LLLP | 0.05% | Add +21.9% | 2,539,554 | $67.0M |
| Cresset Asset Management, LLC | 0.32% | Reduce -68.3% | 2,405,858 | $63.8M |
| Aptus Capital Advisors, LLC | 0.61% | Reduce -0.0% | 2,345,429 | $62.2M |
| CVA Family Office, LLC | 8.62% | Reduce -5.3% | 2,315,151 | $61.4M |
| CGC Financial Services, LLC | 20.18% | Add +0.1% | 2,255,238 | $59.8M |
| Stifel Financial Corp. | 0.06% | Add +1.6% | 2,243,102 | $59.4M |
| Allworth Financial LP | 0.28% | Add +1.9% | 2,181,806 | $57.8M |
| MAI Capital Management | 0.40% | Add +1.6% | 2,177,360 | $57.7M |
| D.A. Davidson & Co. | 0.39% | Add +15.6% | 2,112,887 | $56.0M |
| Steward Partners Investment Advisory, LLC | 0.42% | Reduce -1.3% | 2,047,805 | $54.3M |
| Howard Financial Services, LTD. | 7.08% | Reduce -2.0% | 2,032,073 | $53.8M |
| Summit Financial Wealth Advisors, LLC | 9.52% | Add +7.1% | 2,001,881 | $53.0M |
| Summit Asset Management, LLC | 8.52% | Add +0.7% | 1,973,901 | $52.3M |
| Gerber Kawasaki Wealth & Investment Management | 1.96% | Reduce -0.6% | 1,915,554 | $50.8M |
| Harbour Investments, Inc. | 1.28% | Reduce -20.6% | 1,903,535 | $50.4M |
| Equitable Holdings, Inc. | 0.42% | Add +10.0% | 1,901,560 | $50.4M |
| Scott Capital Advisors, LLC | 13.44% | Add +5.1% | 1,817,992 | $49.6M |
| Captrust Financial Advisors | 0.11% | Add +50.2% | 1,869,995 | $49.6M |
| Private Advisor Group, LLC | 0.26% | Add +3.8% | 1,830,412 | $48.5M |
| Main Street Financial Solutions, LLC | 3.51% | Add +6.5% | 1,825,823 | $48.4M |
| Victory Financial Group, LLC | 7.64% | Reduce -1.2% | 1,816,341 | $48.1M |
| ESL Trust Services, LLC | 9.79% | Add +2.7% | 1,808,322 | $47.9M |
| Whelan Financial | 16.67% | Add +3.1% | 1,739,213 | $46.1M |
| Bokf, NA | 0.74% | Add +6.7% | 1,713,040 | $45.4M |
| Golden Reserve Retirement LLC | 14.19% | Add +10.7% | 1,669,463 | $44.2M |
| Reliant Wealth Planning | 17.07% | Add +4.4% | 1,650,384 | $43.7M |
| Sarver Vrooman Wealth Advisors | 29.00% | Add +0.2% | 1,646,711 | $43.6M |
| Burkett Financial Services, LLC | 15.64% | Add +3.8% | 1,639,370 | $43.4M |
| Mercer Global Advisors Inc. | 0.10% | Add +10.2% | 1,636,892 | $43.4M |
| Allied Investment Advisors, LLC | 7.56% | Add +6.6% | 1,632,590 | $43.3M |
| Richardson Capital Management LLC | 22.55% | Add +13.0% | 1,622,840 | $43.0M |
| Spinnaker Investment Group, LLC | 10.06% | Reduce -7.0% | 1,615,970 | $42.8M |
| Waverly Advisors, LLC | 0.46% | Reduce -0.7% | 1,582,325 | $41.9M |
| Securian Asset Management, Inc. | 1.19% | No change | 1,581,000 | $41.9M |
| Cibc World Market Inc. | 0.09% | Add +135.2% | 1,551,276 | $41.1M |
| Pinnacle Associates Ltd. | 0.59% | Reduce -2.6% | 1,527,743 | $40.5M |
| Northwest Quadrant Wealth Management, LLC | 9.01% | Add +1.8% | 1,525,168 | $40.4M |
| Walker Financial Services, Inc. | 18.34% | Add +8.1% | 1,522,859 | $40.4M |
| Focus Partners Wealth | 0.09% | Add +1.7% | 1,511,923 | $40.1M |
| Blair William & Co. | 0.11% | Reduce -1.6% | 1,483,361 | $39.3M |
| Wealthcare Advisory Partners LLC | 0.89% | Add +0.8% | 1,479,211 | $39.2M |
| Apexium Financial, LP | 2.05% | Add +7.4% | 1,457,109 | $38.6M |
| Evergreen Advisors, LLC | 10.14% | Add +0.3% | 1,444,389 | $38.3M |
| HB Wealth Management, LLC | 0.31% | Reduce -5.5% | 1,439,980 | $38.2M |
| Leelyn Smith, LLC | 6.19% | Add +5.1% | 1,423,540 | $37.7M |
| Sunburst Financial Group, LLC | 8.21% | Add +3.2% | 1,383,074 | $36.7M |
| Beacon Pointe Advisors, LLC | 0.38% | Add +4.7% | 1,369,767 | $36.3M |
| Choreo, LLC | 0.49% | Add +24.1% | 1,328,370 | $35.2M |
| Stephens Inc. | 0.48% | Add +33.2% | 1,318,633 | $34.9M |
| Wealthspire Retirement, LLC | 2.31% | Reduce -1.1% | 1,317,410 | $34.9M |
| Planning Directions Inc. | 19.50% | Add +2.1% | 1,307,298 | $34.6M |
| Noble Family Wealth, LLC | 8.35% | Add +1.5% | 1,288,865 | $34.2M |
| Cedar Wealth Management, LLC | 11.54% | Add +1.5% | 1,285,407 | $34.1M |
| Focus Partners Advisor Solutions, LLC | 0.45% | Reduce -12.2% | 1,280,742 | $33.9M |
| Venture Visionary Partners LLC | 1.27% | Reduce -1.3% | 1,273,322 | $33.7M |
| Mfa Wealth Advisors, LLC | 7.90% | Reduce -14.3% | 1,270,714 | $33.7M |
| Steele Capital Management, Inc. | 1.56% | Add +0.0% | 1,223,197 | $32.4M |
| ForthRight Wealth Management, LLC | 9.96% | Add +13.8% | 1,205,516 | $31.9M |
| Vaughan David Investments LLC | 0.71% | Reduce -0.2% | 1,201,552 | $31.8M |
| CRA Financial Services, LLC | 4.86% | Add +6.2% | 1,198,977 | $31.8M |
| DDD Partners, LLC | 3.40% | Add +3673.0% | 1,196,005 | $31.7M |
| Lodestar Private Asset Management LLC | 3.59% | Reduce -1.0% | 1,174,249 | $31.1M |
| Prosperity Consulting Group, LLC | 2.27% | Reduce -1.2% | 1,173,654 | $31.1M |
| Keudell/Morrison Wealth Management | 6.89% | Add +37.4% | 1,172,084 | $31.1M |
| Ameritas Advisory Services, LLC | 1.62% | Reduce -34.5% | 1,170,654 | $31.0M |
| True Link Financial Advisors, LLC | 2.13% | Reduce -33.7% | 1,164,012 | $30.8M |
| Bank of New York Mellon Corp | 0.01% | Add +42.5% | 1,161,943 | $30.8M |
| Janney Montgomery Scott LLC | 0.08% | Add +2.3% | 1,140,296 | $30.2M |
| Adamsbrown Wealth Consultants LLC | 8.70% | Reduce -29.6% | 1,131,527 | $30.0M |
| Duncan Williams Asset Management, LLC | 9.41% | Add +7.7% | 1,124,692 | $29.8M |
| Ausdal Financial Partners, Inc. | 1.97% | Add +2.0% | 1,112,718 | $29.5M |
| Kohmann Bosshard Financial Services, LLC | 3.23% | Reduce -0.3% | 1,093,224 | $29.0M |
| American Financial Advisors, LLC | 4.01% | Add +1.5% | 1,084,360 | $28.7M |
| Curran Financial Partners, LLC | 6.35% | Add +7.7% | 1,083,885 | $28.7M |
| WFA Asset Management Corp | 15.90% | Reduce -13.3% | 361,677 | $28.1M |
| CENTRAL TRUST Co | 0.64% | Reduce -28.8% | 1,054,329 | $27.9M |
| Verus Financial Partners, Inc. | 2.83% | Add +2.8% | 1,016,613 | $27.7M |
| Nadler Financial Group, Inc. | 2.81% | Reduce -5.9% | 1,036,541 | $27.5M |
| First Command Advisory Services, Inc. | 0.23% | Add +8.4% | 1,029,248 | $27.3M |
| Coastal Bridge Advisors, LLC | 2.25% | New | 1,020,323 | $27.0M |
| Hudock, Inc. | 4.32% | Reduce -2.6% | 1,014,366 | $26.9M |
| TD Private Client Wealth LLC | 0.65% | Add +17.6% | 1,004,274 | $26.6M |
| Regal Investment Advisors LLC | 1.98% | Add +3.4% | 996,545 | $26.4M |
| Intergy Private Wealth, LLC | 8.97% | Add +1.9% | 992,513 | $26.3M |
| AdvisorNet Financial, Inc | 1.69% | Add +11.2% | 987,028 | $26.2M |
| Founders Financial Securities LLC | 1.99% | Reduce -25.3% | 986,197 | $26.1M |
| Souders Financial Advisors | 3.31% | Add +4.3% | 982,022 | $26.0M |
| Stratos Wealth Partners, LTD. | 0.35% | Reduce -3.7% | 978,581 | $25.9M |
| Merit Financial Group, LLC | 0.29% | Add +1.5% | 968,544 | $25.7M |
| Hengehold Capital Management LLC | 2.31% | Add +5.0% | 956,120 | $25.3M |
| Silver Coast Investments LLC | 9.19% | Reduce -7.9% | 954,063 | $25.3M |
| Principle Wealth Partners LLC | 1.58% | Add +0.3% | 950,714 | $25.2M |
| Whitaker-Myers Wealth Managers, LTD. | 6.34% | Add +5.7% | 950,145 | $25.2M |
| Wealth Management Resources, Inc. | 8.54% | Add +8.2% | 944,248 | $25.0M |
| Pathstone Holdings, LLC | 0.10% | Reduce -49.8% | 961,956 | $24.9M |
| SRH Advisors, LLC | 7.47% | Reduce -1.7% | 926,301 | $24.5M |
| Presidio Capital Management, LLC | 9.44% | Reduce -33.7% | 925,274 | $24.5M |
| Financial Insights, Inc. | 8.80% | Reduce -1.7% | 908,983 | $24.1M |
| Horizon Investments, LLC | 0.38% | Reduce -18.5% | 906,123 | $24.0M |
| Equitable Trust Co. | 1.19% | Reduce -10.9% | 904,156 | $24.0M |
| Newman Dignan & Sheerar, Inc. | 5.51% | Add +2.8% | 903,333 | $23.9M |
| Aspire Capital Advisors LLC | 6.60% | Reduce -13.3% | 901,858 | $23.9M |
| Sigma Planning Corp | 0.71% | Add +1.4% | 895,068 | $23.7M |
| Eagle Capital Management, LLC | 10.42% | Add +3.5% | 894,919 | $23.7M |
| Great Valley Advisor Group, Inc. | 0.52% | Reduce -2.0% | 889,213 | $23.6M |
| eCIO, Inc. | 9.87% | Add +8.4% | 882,954 | $23.4M |
| Albion Financial Group | 1.53% | Add +56.5% | 882,802 | $23.4M |
| RFG Advisory, LLC | 0.54% | Add +8.8% | 868,854 | $23.0M |
| Capital Advantage, Inc. | 3.63% | Add +3.2% | 865,886 | $22.9M |
| Park Avenue Securities LLC | 0.21% | New | 861,845 | $22.8M |
| Brady Martz Wealth Solutions, LLC | 4.33% | Reduce -18.0% | 845,526 | $22.4M |
| McCarthy Asset Management, Inc. | 15.17% | Reduce -4.5% | 842,718 | $22.3M |
| NewEdge Advisors, LLC | 0.11% | Reduce -10.6% | 840,628 | $22.3M |
| Corient Private Wealth LP | 0.03% | Reduce -5.7% | 835,613 | $22.1M |
| Summit Wealth Group LLC / Co. | 5.56% | — | 835,035 | $22.1M |
| Leo Wealth, LLC | 1.71% | Add +2690.1% | 829,095 | $22.0M |
| Integrated Wealth Concepts LLC | 0.22% | Add +10.7% | 828,050 | $21.9M |
| Fayez Sarofim & Co | 0.05% | New | 820,000 | $21.7M |
| LongView Wealth Management | 6.58% | Add +0.5% | 819,827 | $21.7M |
| IFP Advisors, Inc | 0.61% | Add +3.6% | 812,290 | $21.5M |
| Tradition Wealth Management, LLC | 1.71% | Add +3.9% | 809,803 | $21.5M |
| Curi Capital, LLC | 0.41% | Add +9.6% | 805,953 | $21.4M |
| Sanctuary Advisors, LLC | 0.13% | Reduce -0.0% | 803,385 | $21.3M |
| Financial Consulate, Inc. | 4.18% | Add +2.6% | 799,472 | $21.2M |
| Bison Wealth, LLC | 1.67% | Add +37.6% | 774,894 | $21.1M |
| Farther Finance Advisors, LLC | 0.42% | Add +12.7% | 789,451 | $20.9M |
| Wit, LLC | 0.52% | New | 786,995 | $20.9M |
| Exencial Wealth Advisors, LLC | 0.72% | Add +4.8% | 775,552 | $20.6M |
| Joule Financial, LLC | 6.61% | Add +2.8% | 767,946 | $20.4M |
| Asset Allocation Strategies LLC | 4.34% | Add +0.6% | 741,315 | $19.6M |
| Creekmur Asset Management LLC | 3.44% | Reduce -9.4% | 735,449 | $19.5M |
| Elite Financial, Inc. | 9.57% | Reduce -0.1% | 730,748 | $19.4M |
| Dagco, Inc. | 5.42% | Add +2.8% | 732,891 | $19.4M |
| Global Wealth Management, LLC | 10.64% | Add +3.0% | 710,673 | $19.4M |
| Waller Financial Planning Group, Inc. | 4.67% | Add +26.4% | 728,852 | $19.3M |
| Paradigm, Strategies in Wealth Management, LLC | 12.56% | Add +3.0% | 723,733 | $19.2M |
| Integrated Advisors Network LLC | 0.87% | Add +2.2% | 723,110 | $19.2M |
| Regimen Wealth, LLC | 5.94% | Reduce -33.5% | 722,339 | $19.1M |
| Manning & Napier Advisors LLC | 0.23% | Reduce -5.0% | 717,163 | $19.0M |
| Apriem Advisors | 2.00% | Add +51.4% | 708,636 | $18.8M |
| Ledyard National Bank | 1.77% | Add +10.4% | 708,461 | $18.8M |
| Schaeffer Financial LLC | 18.19% | Add +2.0% | 702,940 | $18.6M |
| OneDigital Investment Advisors LLC | 0.21% | Reduce -1.3% | 698,589 | $18.5M |
| Brookstone Capital Management | 0.24% | Reduce -39.0% | 697,549 | $18.5M |
| Southland Equity Partners LLC | 4.04% | Reduce -0.2% | 695,335 | $18.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +15.9% | 687,017 | $18.2M |
| Advisors Preferred, LLC | 3.00% | Add +17.2% | 672,530 | $18.2M |
| Towneley Capital Management, Inc / DE | 4.11% | Reduce -7.6% | 676,651 | $17.9M |
| Powers Advisory Group, LLC | 7.76% | Reduce -2.2% | 665,788 | $17.6M |
| Hunter Associates Investment Management LLC | 2.61% | Reduce -3.7% | 663,942 | $17.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.45% | Reduce -1.7% | 657,646 | $17.4M |
| Legacy Edge Advisors, LLC | 2.32% | Add +9.8% | 656,271 | $17.4M |
| Pacific Capital Wealth Advisors, Inc. | 3.17% | Add +6.5% | 638,509 | $17.3M |
| Axxcess Wealth Management, LLC | 0.41% | Reduce -1.6% | 640,539 | $17.0M |
| Cooper Financial Group | 1.97% | Add +6.7% | 632,513 | $16.8M |
| Advisory Services Network, LLC | 0.27% | Add +17.9% | 630,378 | $16.7M |
| Hidden Cove Wealth Management, LLC | 12.06% | Reduce -18.4% | 628,213 | $16.6M |
| Sims Investment Management, LLC | 6.67% | Add +0.5% | 625,972 | $16.6M |
| Graves Light Lenhart Wealth, Inc. | 1.97% | Add +2.4% | 625,015 | $16.6M |
| Skyline Advisors, Inc. | 6.06% | Add +0.5% | 618,903 | $16.4M |
| Advisory Alpha, LLC | 0.51% | Add +12.8% | 616,474 | $16.3M |
| Weitzel Financial Services, Inc. | 6.91% | Add +2.6% | 609,545 | $16.3M |
| Mgo One Seven LLC | 0.53% | Add +5.5% | 614,914 | $16.3M |
| Jaffetilchin Investment Partners, LLC | 1.06% | Add +18.2% | 609,311 | $16.1M |
| Clark Wealth Partners | 10.89% | Add +7.1% | 608,888 | $16.1M |
| Citigroup Inc. | 0.01% | Add +1.5% | 608,520 | $16.1M |
| First National Corp. /Ma/ | 3.15% | Reduce -0.8% | 590,568 | $15.7M |
| Morton Community Bank | 3.89% | Reduce -1.9% | 590,418 | $15.6M |
| MJT & Associates Financial Advisory Group, Inc. | 19.26% | Add +5.4% | 586,061 | $15.5M |
| Oppenheimer & Co. Inc. | 0.20% | Add +8.0% | 581,556 | $15.4M |
| New Insight Wealth Advisors | 6.33% | Reduce -3.1% | 580,869 | $15.4M |
| Qube Research & Technologies Ltd | 0.02% | Add +245.3% | 580,010 | $15.4M |
| Koshinski Asset Management, Inc. | 1.15% | Add +13.5% | 577,002 | $15.3M |
| Integrated Investment Consultants, LLC | 2.99% | Reduce -2.9% | 574,846 | $15.2M |
| Parallel Advisors, LLC | 0.30% | Reduce -9.1% | 569,755 | $15.1M |
| Snowden Capital Advisors LLC | 0.45% | Reduce -1.1% | 565,172 | $15.0M |
| Kiley Juergens Wealth Management, LLC | 3.43% | Add +3.9% | 560,252 | $14.8M |
| Atria Wealth Solutions, Inc. | 0.34% | Reduce -59.1% | 557,436 | $14.8M |
| Stonehearth Capital Management, LLC | 6.12% | Reduce -12.0% | 557,803 | $14.8M |
| DAVENPORT & Co LLC | 0.08% | Add +53.8% | 556,558 | $14.7M |
| Liberty Square Wealth Partners LLC | 5.06% | Reduce -1.7% | 552,709 | $14.6M |
| Mutual Advisors, LLC | 0.37% | Reduce -2.2% | 535,985 | $14.6M |
| Prepared Retirement Institute LLC | 8.62% | Add +1.9% | 551,977 | $14.6M |
| Midwest Trust Co | 0.20% | — | 542,570 | $14.4M |
| Whitegate Investment Counselors, Inc. | 4.85% | Reduce -0.2% | 539,422 | $14.3M |
| Kingsview Wealth Management, LLC | 0.24% | Add +9.1% | 536,291 | $14.2M |
| Scotia Capital Inc. | 0.07% | Add +4.4% | 534,911 | $14.2M |
| Kestra Private Wealth Services, LLC | 0.20% | Reduce -8.9% | 534,302 | $14.2M |
| Eagle Strategies LLC | 2.16% | Add +4.1% | 534,217 | $14.2M |
| Synergy Investment Management, LLC | 8.53% | Add +28.3% | 534,058 | $14.2M |
| Financial Guidance Group, Inc. | 6.85% | Reduce -4.8% | 531,741 | $14.1M |
| Onyx Bridge Wealth Group LLC | 1.86% | Add +3.1% | 531,329 | $14.1M |
| Sound View Wealth Advisors Group, LLC | 1.03% | Reduce -3.5% | 528,070 | $14.0M |
| Cozad Asset Management Inc. | 1.22% | Reduce -4.2% | 527,677 | $14.0M |
| Christensen, King & Associates Investment Services, Inc. | 6.33% | Reduce -2.5% | 521,382 | $13.8M |
| Capital Asset Advisory Services LLC | 0.65% | Add +0.1% | 509,754 | $13.8M |
| Northeast Financial Group, Inc. | 4.36% | Add +17.6% | 518,741 | $13.7M |
| IHT Wealth Management, LLC | 0.38% | Reduce -2.0% | 515,968 | $13.7M |
| Midwest Financial Group LLC | 7.19% | Add +30.0% | 515,904 | $13.7M |
| CoreCap Advisors, LLC | 0.55% | Add +6.2% | 512,891 | $13.6M |
| Dakota Wealth Management | 0.29% | Reduce -33.8% | 511,699 | $13.6M |
| Family Capital Management, Inc. | 7.06% | Add +1.6% | 508,516 | $13.5M |
| CW Advisors, LLC | 0.13% | Add +5.1% | 507,927 | $13.5M |
| Paces Ferry Wealth Advisors, LLC | 6.16% | Add +12.8% | 506,146 | $13.4M |
| Brass Tax Wealth Management, Inc. | 2.57% | Add +3.3% | 503,409 | $13.3M |
| Opulen Financial Group LLC | 10.94% | Reduce -0.3% | 503,342 | $13.3M |
| Latko Wealth Management, Ltd. | 7.46% | Add +7.7% | 500,869 | $13.3M |
| Montis Financial, LLC | 3.67% | Add +31.2% | 498,216 | $13.2M |
| Signature Estate & Investment Advisors LLC | 0.30% | Reduce -0.9% | 498,212 | $13.2M |
| EP Wealth Advisors, LLC | 0.09% | Add +161.9% | 495,271 | $13.1M |
| Mendel Capital Management LLC | 7.42% | Reduce -2.6% | 491,318 | $13.0M |
| Blue Barn Wealth, LLC | 6.13% | Add +3.0% | 491,076 | $13.0M |
| Leavell Investment Management, Inc. | 0.58% | Reduce -6.9% | 487,631 | $12.9M |
| Yukon Wealth Management, Inc. | 4.60% | Add +9.5% | 485,603 | $12.9M |
| Investor's Fiduciary Advisor Network, LLC | 4.78% | Add +1.4% | 485,525 | $12.9M |
| GSG Advisors LLC | 3.73% | Add +2.0% | 485,007 | $12.9M |
| Lighthouse Wealth Management Inc. | 11.08% | Reduce -6.8% | 483,152 | $12.8M |
| Olympus Wealth Management, LLC | 4.26% | Add +10.3% | 478,107 | $12.7M |
| Winthrop Capital Management, LLC | 3.18% | Reduce -5.1% | 474,307 | $12.6M |
| Legacy Financial Strategies, LLC | 2.46% | Reduce -0.0% | 473,201 | $12.5M |
| Nations Financial Group Inc, /Ia/ | 0.86% | Add +35.2% | 471,907 | $12.5M |
| Trinity Financial Advisors LLC | 3.81% | Add +1.5% | 469,442 | $12.4M |
| Concurrent Investment Advisors, LLC | 0.24% | Add +4.5% | 466,646 | $12.4M |
| Strategic Family Wealth Counselors, L.L.C. | 3.52% | Reduce -3.4% | 465,630 | $12.3M |
| Moneta Group Investment Advisors LLC | 0.15% | Reduce -0.1% | 464,941 | $12.3M |
| Global Retirement Partners, LLC | 0.30% | — | 459,965 | $12.2M |
| Mesirow Financial Investment Management, Inc. | 0.24% | Add +4.6% | 458,848 | $12.2M |
| Strategic Blueprint, LLC | 0.60% | Reduce -5.3% | 457,466 | $12.1M |
| Goepper Burkhardt LLC | 4.46% | Add +7.9% | 457,150 | $12.1M |
| Independent Financial Group, LLC | 0.33% | Add +7.3% | 456,275 | $12.1M |
| FMR LLC | 0.00% | Add +7.0% | 454,355 | $12.0M |
| Courage Miller Partners, LLC | 3.75% | Add +4.2% | 446,482 | $11.8M |
| Curbstone Financial Management Corp | 2.41% | Reduce -0.1% | 444,136 | $11.8M |
| Acorn Wealth Advisors, LLC | 4.37% | Add +4.0% | 443,402 | $11.8M |
| Atlantic Union Bankshares Corp | 0.27% | Add +39.4% | 441,825 | $11.7M |
| Sunbelt Securities, Inc. | 1.03% | Reduce -13.7% | 428,343 | $11.7M |
| Cary Street Partners Financial LLC | 0.33% | Add +10.0% | 439,724 | $11.7M |
| TRUE Private Wealth Advisors | 1.29% | Reduce -2.1% | 432,675 | $11.5M |
| Obsidian Personal Planning Solutions LLC | 4.63% | Add +4.0% | 431,559 | $11.4M |
| Sard Wealth Management Group, LLC | 7.03% | Add +1.6% | 430,270 | $11.4M |
| Avior Wealth Management, LLC | 0.39% | Add +1.0% | 424,709 | $11.3M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -58.2% | 422,330 | $11.2M |
| XML Financial, LLC | 0.97% | Add +1.2% | 420,582 | $11.1M |
| Chicago Partners Investment Group LLC | 0.32% | Reduce -17.8% | 407,064 | $11.1M |
| Mayfair Advisory Group, LLC | 5.25% | Reduce -12.4% | 414,387 | $11.1M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -13.1% | 413,294 | $11.1M |
| &partners | 0.09% | Reduce -2.7% | 419,586 | $11.1M |
| Walled Lake Planning & Wealth Management, LLC | 3.62% | Add +1.2% | 418,690 | $11.1M |
| Canvas Wealth Advisors, LLC | 2.18% | Add +17.6% | 406,202 | $11.0M |
| Coastwise Capital Group, LLC | 8.69% | Add +7.9% | 412,070 | $10.9M |
| Mayflower Financial Advisors, LLC | 1.51% | Add +48.4% | 409,831 | $10.9M |
| Summit Financial, LLC | 0.24% | Add +4.2% | 405,457 | $10.7M |
| Redhawk Wealth Advisors, Inc. | 1.34% | Add +83.4% | 404,462 | $10.7M |
| Level Four Advisory Services, LLC | 0.39% | Add +3.8% | 403,681 | $10.7M |
| Charles Schwab Trust Co | 0.80% | Add +12.7% | 402,732 | $10.7M |
| Baker Ellis Asset Management LLC | 1.45% | Add +0.3% | 398,881 | $10.6M |
| Valley National Advisers Inc. | 1.72% | Reduce -14.5% | 398,002 | $10.5M |
| Orgel Wealth Management, LLC | 0.25% | Reduce -96.6% | 396,483 | $10.5M |
| Channel Wealth LLC | 2.96% | Add +64.1% | 394,853 | $10.5M |
| Assetmark, Inc. | 0.02% | Reduce -69.3% | 393,771 | $10.4M |
| Lakeshore Financial Planning, Inc. | 4.19% | Reduce -28.9% | 393,459 | $10.4M |
| Moneco Advisors, LLC | 0.96% | Reduce -5.6% | 388,491 | $10.3M |
| Clay Northam Wealth Management, LLC | 6.51% | Reduce -1.5% | 384,554 | $10.2M |
| DHJJ Financial Advisors, Ltd. | 3.67% | Add +1.8% | 383,236 | $10.2M |
| Next Level Wealth Planning, LLC | 6.50% | Add +10.0% | 383,170 | $10.2M |
| Flagship Wealth Advisors, LLC | 3.83% | Reduce -1.5% | 382,918 | $10.1M |
| BlueChip Wealth Advisors LLC | 4.14% | Add +0.6% | 379,804 | $10.1M |
| Compass Wealth Management, LLC | 5.36% | — | 377,573 | $10.0M |
| Red Mountain Financial, LLC | 11.10% | Add +3.6% | 377,205 | $10.0M |
| Islay Capital Management, LLC | 6.47% | Add +5.3% | 376,129 | $10.0M |
| Madison Asset Management, LLC | 0.11% | Add +38.4% | 374,351 | $9.9M |
| Atria Investments, Inc | 0.12% | Add +8.2% | 374,237 | $9.9M |
| Benjamin Edwards Inc. | 0.13% | Add +4.5% | 370,442 | $9.8M |
| American Alpha Advisors, LLC | 7.87% | New | 368,164 | $9.8M |
| Carnegie Investment Counsel | 0.19% | Add +5.2% | 364,787 | $9.7M |
| Meridian Financial Advisors, LLC | 6.25% | Add +0.5% | 364,231 | $9.7M |
| O'Connor Financial Group LLC | 4.25% | Add +12.0% | 352,689 | $9.6M |
| Hazlett, Burt & Watson, Inc. | 3.94% | Reduce -3.9% | 363,103 | $9.6M |
| Keystone Financial Group, Inc. | 6.12% | Add +4.4% | 355,740 | $9.6M |
| Winthrop Advisory Group LLC | 0.93% | Add +0.7% | 362,617 | $9.6M |
| Smithbridge Asset Management Inc. | 1.68% | Add +20.1% | 362,097 | $9.6M |
| Juncture Wealth Strategies, LLC | 3.41% | Add +1.5% | 361,853 | $9.6M |
| Columbia Advisory Partners LLC | 7.25% | Reduce -2.3% | 361,582 | $9.6M |
| Spreng Capital Management, Inc. | 4.05% | Add +1.3% | 359,782 | $9.5M |
| Investment Advisory Services Inc. /TX | 3.16% | Reduce -30.4% | 357,030 | $9.5M |
| Principal Securities, Inc. | 0.18% | Add +2.1% | 355,477 | $9.4M |
| FRG Family Wealth Advisors LLC | 1.64% | Add +0.3% | 355,192 | $9.4M |
| Certified Advisory Corp | 0.98% | Reduce -37.7% | 354,731 | $9.4M |
| Prosperitas Financial LLC | 4.41% | Add +2.7% | 354,238 | $9.4M |
| Fairway Financial, LLC | 7.90% | Add +4.1% | 352,406 | $9.3M |
| Tradewinds, LLC. | 7.09% | New | 352,264 | $9.3M |
| Merkkuri Wealth Advisors LLC | 7.09% | Add +3.3% | 352,264 | $9.3M |
| YHB Investment Advisors, Inc. | 0.72% | Add +1.3% | 352,222 | $9.3M |
| Cordgrass Capital Advisors, LLC | 2.51% | Add +1.6% | 350,729 | $9.3M |
| Bell Investment Advisors, Inc | 1.60% | Reduce -2.7% | 350,274 | $9.3M |
| Bernard Wealth Management Corp. | 4.30% | Reduce -3.4% | 349,902 | $9.3M |
| Integral Investment Advisors, Inc. | 2.64% | Add +7.5% | 349,363 | $9.3M |
| Citizens Financial Group Inc. | 0.15% | Add +1.6% | 349,016 | $9.2M |
| Dynamic Advisor Solutions LLC | 0.28% | Add +9.6% | 347,595 | $9.2M |
| JNBA Financial Advisors | 0.89% | Reduce -56.8% | 347,478 | $9.2M |
| Smith, Moore & Co. | 0.76% | Add +33.0% | 342,416 | $9.1M |
| Joseph Group Capital Management | 3.05% | Add +6.1% | 342,239 | $9.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -3.4% | 342,213 | $9.1M |
| Pittenger & Anderson Inc. | 0.33% | Reduce -1.2% | 336,269 | $8.9M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.53% | Reduce -2.7% | 334,226 | $8.9M |
| Fiduciary Alliance LLC | 0.66% | Reduce -34.5% | 332,619 | $8.8M |
| Flputnam Investment Management Co. | 0.15% | Add +286.1% | 330,930 | $8.8M |
| SevenBridge Financial Group, LLC | 1.54% | Reduce -6.8% | 322,743 | $8.7M |
| HBW Advisory Services LLC | 1.07% | Add +9.2% | 327,062 | $8.7M |
| Gunma Bank,Ltd. | 2.81% | No change | 325,000 | $8.6M |
| TruWealth Advisors, LLC | 0.47% | Reduce -3.2% | 320,282 | $8.5M |
| First Merchants Corp. | 0.33% | Reduce -20.0% | 321,105 | $8.5M |
| AE Wealth Management LLC | 0.06% | Add +13.2% | 321,104 | $8.5M |
| Avant Capital LLC | 6.55% | Reduce -0.8% | 318,606 | $8.4M |
| Savvy Advisors, Inc. | 0.56% | Add +50.1% | 314,912 | $8.3M |
| New England Private Wealth Advisors LLC | 1.22% | Reduce -0.4% | 309,609 | $8.3M |
| Marquette Asset Management, LLC | 1.38% | Reduce -84.7% | 310,099 | $8.2M |
| Platform Technology Partners | 2.14% | Add +3.3% | 309,925 | $8.2M |
| BCS Wealth Management | 1.77% | Add +11.8% | 309,762 | $8.2M |
| MADDEN SECURITIES Corp | 2.80% | Reduce -1.3% | 309,529 | $8.2M |
| Pinkerton Wealth, LLC | 0.98% | Reduce -9.0% | 309,512 | $8.2M |
| Silver Oak Securities, Incorporated | 0.68% | Add +7.3% | 308,291 | $8.2M |
| Sendero Wealth Management, LLC | 1.01% | Reduce -5.1% | 307,010 | $8.1M |
| MBA Advisors LLC | 3.70% | Add +6.3% | 302,698 | $8.0M |
| Asset Allocation & Management Company, LLC | 3.74% | Add +1.6% | 302,057 | $8.0M |
| Curtis Advisory Group, LLC | 2.01% | Reduce -0.6% | 301,786 | $8.0M |
| MTM Financial Group, LLC | 4.33% | Add +2.0% | 301,639 | $8.0M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -6.2% | 298,599 | $7.9M |
| Verus Capital Partners, LLC | 0.71% | Reduce -0.9% | 298,570 | $7.9M |
| Penney Financial, LLC | 3.99% | Add +1.3% | 296,404 | $7.9M |
| Ted Buchan & Co | 3.12% | Reduce -2.0% | 295,937 | $7.8M |
| Robbins Farley | 3.65% | Add +4.6% | 295,635 | $7.8M |
| Quantinno Capital Management LP | 0.03% | Add +24.9% | 293,843 | $7.8M |
| Johnson & White Wealth Management, LLC | 3.91% | Add +5.9% | 292,611 | $7.8M |
| Bruce G. Allen Investments, LLC | 5.86% | Reduce -1.0% | 291,646 | $7.7M |
| Sheets Smith Wealth Management | 0.90% | Add +1.4% | 290,762 | $7.7M |
| Belpointe Asset Management LLC | 0.32% | Add +18.8% | 290,490 | $7.7M |
| Global Financial Private Client, LLC | 2.89% | Add +0.2% | 290,349 | $7.7M |
| Clearstead Advisors, LLC | 0.11% | Add +3.8% | 287,871 | $7.6M |
| World Investment Advisors | 0.17% | Add +20.3% | 287,189 | $7.6M |
| ORG Partners LLC | 1.67% | Reduce -4.3% | 281,347 | $7.6M |
| Pps&v Asset Management Consultants, Inc. | 4.79% | Add +6.6% | 286,478 | $7.6M |
| Cahill Financial Advisors Inc. | 0.94% | Add +3.3% | 285,384 | $7.6M |
| NBT Bank, N.A. | 0.52% | Add +0.6% | 285,193 | $7.6M |
| HBK Sorce Advisory LLC | 0.20% | Reduce -2.4% | 284,895 | $7.5M |
| Guardian Financial Partners, LLC | 3.39% | Add +5.5% | 284,751 | $7.5M |
| Womack Financial LLC | 6.28% | Add +0.3% | 284,545 | $7.5M |
| Sage Financial Management Group, Inc. | 2.60% | Reduce -5.1% | 283,956 | $7.5M |
| JT Stratford LLC | 1.14% | Reduce -6.5% | 283,324 | $7.5M |
| Mission Hills Financial Advisory, LLC | 4.65% | Add +19.5% | 282,642 | $7.5M |
| MSH Capital Advisors LLC | 2.15% | Add +7.8% | 281,793 | $7.5M |
| Certior Financial Group, LLC | 5.72% | Add +7.1% | 281,300 | $7.5M |
| SCS Capital Management LLC | 0.08% | Reduce -7.6% | 278,813 | $7.4M |
| Trek Financial, LLC | 0.49% | Reduce -12.4% | 277,768 | $7.4M |
| Continuum Advisory, LLC | 0.88% | Add +3.4% | 275,418 | $7.3M |
| Fiduciary Trust Co | 0.09% | Reduce -26.4% | 275,257 | $7.3M |
| Capital Fund Management S.A. | 0.08% | Add +38.6% | 270,500 | $7.2M |
| Financial Partners Group, Inc | 0.99% | Add +12.2% | 270,113 | $7.2M |
| Plancorp, LLC | 0.25% | Add +0.3% | 269,747 | $7.1M |
| CIBC Private Wealth Group LLC | 0.01% | Add +30.5% | 269,701 | $7.1M |
| Lion Street Advisors, LLC | 2.15% | Add +13.2% | 267,754 | $7.1M |
| Navalign, LLC | 1.95% | Add +4.3% | 266,708 | $7.1M |
| Custos Family Office, LLC | 2.24% | Reduce -0.2% | 265,619 | $7.0M |
| Kure Advisory, LLC | 4.66% | Add +14.0% | 265,518 | $7.0M |
| WealthPlan Investment Management, LLC | 0.51% | Add +6.6% | 263,090 | $7.0M |
| Thoroughbred Financial Services, LLC | 0.49% | Reduce -44.3% | 262,619 | $7.0M |
| Arrowroot Family Office, LLC | 3.12% | — | 262,507 | $7.0M |
| Northern Trust Corp. | 0.00% | Reduce -15.1% | 262,493 | $7.0M |
| Accredited Wealth Management, LLC | 5.63% | Add +5.8% | 262,398 | $7.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +115.4% | 261,328 | $6.9M |
| NCM Capital Management, LLC | 2.84% | Add +8.9% | 260,392 | $6.9M |
| Patriot Investment Management Group, Inc. | 0.48% | Reduce -2.4% | 260,128 | $6.9M |
| Benchmark Financial Wealth Advisors, LLC | 2.27% | Reduce -4.5% | 259,351 | $6.9M |
| Family Investment Center, Inc. | 1.54% | Add +4.6% | 256,635 | $6.8M |
| Base Wealth Management LLC | 4.35% | Add +3.0% | 256,153 | $6.8M |
| U.S. Capital Wealth Advisors, LLC | 0.20% | Add +2.6% | 254,865 | $6.8M |
| Per Stirling Capital Management, LLC. | 0.87% | Add +2.2% | 252,323 | $6.7M |
| Yelin Lapidot Holdings Management Ltd. | 1.22% | Reduce -31.9% | 251,541 | $6.7M |
| Donaldson Capital Management, LLC | 0.24% | Add +3.9% | 250,587 | $6.6M |
| Burns Matteson Capital Management, LLC | 3.20% | Add +2.7% | 249,788 | $6.6M |
| Tudor Financial Inc. | 3.74% | Add +0.0% | 248,853 | $6.6M |
| MRWM Advisors, LLC | 4.13% | Add +22.4% | 248,828 | $6.6M |
| HRC Wealth Management, LLC | 3.51% | Add +0.9% | 248,723 | $6.6M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -7.4% | 248,639 | $6.6M |
| CapWealth Advisors, LLC | 0.65% | Add +1.4% | 248,523 | $6.6M |
| Old Port Advisors | 1.79% | Add +1.7% | 248,194 | $6.6M |
| Milestone Investment Advisors LLC | 1.70% | Reduce -3.9% | 246,259 | $6.5M |
| Investors Research Corp | 1.27% | Add +6.6% | 244,259 | $6.5M |
| Strategic Wealth Partners, Ltd. | 0.51% | — | 244,129 | $6.5M |
| Meridian Wealth Management, LLC | 0.27% | Reduce -10.7% | 241,665 | $6.4M |
| Crescent Sterling, Ltd. | 7.16% | Reduce -1.1% | 241,388 | $6.4M |
| Visionary Wealth Advisors | 0.33% | Reduce -2.5% | 240,955 | $6.4M |
| USAdvisors Wealth Management, LLC | 2.37% | Reduce -2.4% | 240,725 | $6.4M |
| Northwest Capital Management Inc | 3.40% | Reduce -25.3% | 236,825 | $6.3M |
| Stratos Wealth Advisors, LLC | 0.33% | Add +15.9% | 235,394 | $6.2M |
| CreativeOne Wealth, LLC | 0.16% | Reduce -32.7% | 235,377 | $6.2M |
| High Net Worth Advisory Group LLC | 1.64% | Reduce -0.0% | 234,460 | $6.2M |
| HC Advisors, LLC | 4.38% | Reduce -1.7% | 234,120 | $6.2M |
| Cyr Financial Inc. | 4.79% | Add +9.2% | 234,041 | $6.2M |
| MFA Wealth Services | 4.66% | Reduce -15.1% | 233,831 | $6.2M |
| Brown Advisory Inc. | 0.01% | Add +1.6% | 232,664 | $6.2M |
| Adams Asset Advisors, LLC | 0.88% | New | 231,786 | $6.1M |
| Modern Wealth Management, LLC | 0.15% | Add +19.6% | 231,050 | $6.1M |
| Fifth Third Wealth Advisors LLC | 0.26% | Reduce -8.9% | 230,571 | $6.1M |
| Ieq Capital, LLC | 0.04% | Add +1.9% | 228,522 | $6.1M |
| Michels Family Financial, LLC | 5.16% | Add +0.7% | 228,501 | $6.1M |
| Centric Wealth Management | 1.44% | Add +10.3% | 224,572 | $6.0M |
| Nwam LLC | 0.35% | Add +25.4% | 227,616 | $6.0M |
| Rovin Capital /Ut/ | 1.82% | Add +4.7% | 226,591 | $6.0M |
| Diversify Wealth Management, LLC | 0.37% | Reduce -4.4% | 220,818 | $6.0M |
| Bensler, LLC | 0.67% | Reduce -2.9% | 225,714 | $6.0M |
| Cornerstone Planning Group LLC | 1.21% | Add +0.6% | 221,614 | $5.9M |
| Armor Investment Advisors, LLC | 2.22% | Reduce -0.4% | 222,331 | $5.9M |
| Benchmark Wealth Management, LLC | 2.61% | Reduce -2.5% | 221,409 | $5.9M |
| PCA Investment Advisory Services Inc. | 2.46% | Reduce -3.0% | 220,727 | $5.8M |
| Titleist Asset Management, LLC | 0.58% | Add +29.3% | 219,719 | $5.8M |
| Goldstone Financial Group, LLC | 0.77% | Add +8.5% | 212,553 | $5.8M |
| Global Strategic Investment Solutions, LLC | 0.62% | No change | 218,814 | $5.8M |
| J.W. Cole Advisors, Inc. | 0.12% | Reduce -16.6% | 215,465 | $5.7M |
| Two Sigma Securities, LLC | 0.70% | Add +174.6% | 215,311 | $5.7M |
| Arkadios Wealth Advisors | 0.17% | Add +21.8% | 214,643 | $5.7M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +0.2% | 213,928 | $5.7M |
| Future Financial Wealth Managment LLC | 3.86% | Reduce -1.7% | 213,690 | $5.7M |
| D.B. Root & Company, LLC | 1.66% | Add +8.5% | 212,686 | $5.6M |
| Stevens Capital Partners | 2.02% | New | 211,185 | $5.6M |
| Flagship Harbor Advisors, LLC | 0.27% | Reduce -0.2% | 212,221 | $5.6M |
| Red Door Wealth Management, LLC | 0.67% | Reduce -0.6% | 211,613 | $5.6M |
| St. Johns Investment Management Company, LLC | 2.57% | Reduce -1.2% | 211,229 | $5.6M |
| NWF Advisory Services Inc. | 0.66% | Add +55.4% | 210,171 | $5.6M |
| WealthPLAN Partners, LLC | 0.90% | Reduce -2.6% | 210,153 | $5.6M |
| Compound Planning, Inc. | 0.21% | Add +12.9% | 210,039 | $5.6M |
| Insight Advisors, LLC/ PA | 0.90% | Add +8.0% | 209,795 | $5.6M |
| Barry Investment Advisors, LLC | 1.37% | Add +4.6% | 207,441 | $5.5M |
| Beacon Financial Planning, Inc. | 3.07% | Reduce -3.8% | 207,390 | $5.5M |
| Metropolitan Life Insurance Co | 1.62% | Add +15.7% | 204,700 | $5.4M |
| Talisman Wealth Advisors LLC | 4.92% | Reduce -0.5% | 203,496 | $5.4M |
| DMKC Advisory Services, LLC | 2.82% | Add +30.3% | 198,691 | $5.4M |
| Friday Financial | 2.74% | Reduce -2.5% | 203,488 | $5.4M |
| Legacy Private Trust Co. | 0.35% | Reduce -0.7% | 202,902 | $5.4M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -3.3% | 202,107 | $5.4M |
| Arax Advisory Partners | 0.24% | Reduce -0.5% | 198,142 | $5.3M |
| Alliance Wealth Management Group | 1.34% | Reduce -4.5% | 198,638 | $5.3M |
| Towercrest Capital Management | 0.94% | Reduce -4.5% | 198,638 | $5.3M |
| Alpha Omega Wealth Management LLC | 0.94% | Add +1.7% | 197,805 | $5.2M |
| United Bank | 1.98% | Add +5.0% | 195,713 | $5.2M |
| TrueWealth Advisors, LLC | 1.53% | Reduce -7.1% | 195,256 | $5.2M |
| Kellett Wealth Advisors, LLC | 3.34% | Add +6.2% | 193,426 | $5.1M |
| Smartleaf Asset Management LLC | 0.45% | Add +8.4% | 193,724 | $5.1M |
| AQR Capital Management | 0.00% | Reduce -2.6% | 192,302 | $5.1M |
| Pinnacle Financial Partners Inc | 0.11% | Add +0.3% | 192,120 | $5.1M |
| Hofer & Associates. Inc | 3.16% | Reduce -13.0% | 190,903 | $5.1M |
| Spire Wealth Management | 0.18% | Reduce -34.2% | 190,652 | $5.1M |
| KCM Investment Advisors LLC | 0.17% | Reduce -2.4% | 189,823 | $5.0M |
| Martin Worley Group | 2.44% | Add +8.3% | 188,118 | $5.0M |
| Seek First Inc. | 4.01% | Add +4.8% | 186,834 | $5.0M |
| Smithfield Trust Co | 0.23% | Add +15.8% | 186,259 | $4.9M |
| Barnes Pettey Financial Advisors, LLC | 3.28% | Reduce -12.5% | 185,522 | $4.9M |
| MBE Wealth Management, LLC | 2.13% | Add +3.4% | 185,079 | $4.9M |
| Baron Silver Stevens Financial Advisors, LLC | 0.78% | Reduce -4.9% | 184,748 | $4.9M |
| Alpha Cubed Investments, LLC | 0.19% | Add +4.0% | 184,522 | $4.9M |
| Auxano Advisors, LLC | 1.14% | Add +0.6% | 183,765 | $4.9M |
| Alkeme Wealth, LLC | 2.16% | Add +5.1% | 182,728 | $4.8M |
| Sei Investments Co. | 0.01% | Add +2.6% | 181,466 | $4.8M |
| Caliber Wealth Management, LLC / KS | 0.51% | Reduce -1.3% | 180,215 | $4.8M |
| Perigon Wealth Management, LLC | 0.11% | Reduce -5.3% | 180,071 | $4.8M |
| Phil A. Younker & Associates, Ltd. | 4.70% | Add +0.0% | 180,008 | $4.8M |
| Pallas Capital Advisors LLC | 0.18% | Reduce -3.6% | 179,850 | $4.8M |
| JPL Wealth Management, LLC | 1.27% | Add +2.1% | 177,671 | $4.7M |
| Vise Technologies, Inc. | 0.19% | — | 177,204 | $4.7M |
| Wedbush Securities Inc. | 0.16% | Add +29.4% | 177,086 | $4.7M |
| Fagan Associates, Inc. | 0.73% | Add +0.4% | 176,892 | $4.7M |
| Berkeley, Inc | 1.68% | Add +0.3% | 176,567 | $4.7M |
| Avidian Wealth Enterprises, LLC | 0.19% | Add +20.0% | 175,635 | $4.7M |
| FLC Capital Advisors | 0.96% | Reduce -2.9% | 174,343 | $4.6M |
| Composition Wealth, LLC | 0.08% | Reduce -0.7% | 173,898 | $4.6M |
| Insigneo Advisory Services, LLC | 0.40% | Reduce -1.0% | 173,419 | $4.6M |
| PFG Investments, LLC | 0.27% | Add +7.9% | 172,558 | $4.6M |
| Cape Investment Advisory, Inc. | 1.67% | Add +3.8% | 172,277 | $4.6M |
| Broadleaf Partners, LLC | 1.00% | Reduce -0.4% | 172,115 | $4.6M |
| Garden State Investment Advisory Services LLC | 1.23% | Reduce -31.0% | 171,917 | $4.6M |
| Csenge Advisory Group | 0.24% | Add +0.6% | 172,586 | $4.5M |
| Chris Bulman Inc | 2.56% | Add +41.0% | 169,455 | $4.5M |
| Joseph P. Lucia & Associates, LLC | 1.81% | Add +0.1% | 167,272 | $4.4M |
| WPG Advisers, LLC | 3.74% | Reduce -3.9% | 167,206 | $4.4M |
| Capital Investment Advisors, LLC | 0.08% | Add +32.1% | 166,576 | $4.4M |
| GM Advisory Group, LLC | 0.22% | Reduce -14.0% | 165,682 | $4.4M |
| Johnson Investment Counsel Inc. | 0.04% | Add +26.6% | 165,512 | $4.4M |
| FSC Wealth Advisors, LLC | 2.75% | Reduce -0.7% | 164,567 | $4.4M |
| Comerica Bank | 0.02% | Reduce -11.7% | 164,191 | $4.4M |
| Moran Wealth Management, LLC | 0.13% | Add +9.6% | 164,167 | $4.4M |
| Strategic Investment Solutions, Inc. | 1.31% | Reduce -15.4% | 163,836 | $4.3M |
| Texas Yale Capital Corp. | 0.14% | Add +1.4% | 163,687 | $4.3M |
| RVW Wealth, LLC | 0.37% | Reduce -13.5% | 163,055 | $4.3M |
| LS Investment Advisors, LLC | 0.63% | Reduce -8.6% | 162,105 | $4.3M |
| US Bancorp \de | 0.01% | Add +1.9% | 160,949 | $4.3M |
| Allen Capital Group, LLC | 0.44% | Add +70.3% | 160,720 | $4.3M |
| Cutler Investment Counsel LLC | 0.47% | Reduce -0.5% | 159,895 | $4.2M |
| Paradigm Capital Management, LLC | 4.24% | Reduce -20.0% | 159,875 | $4.2M |
| Robertson Stephens Wealth Management, LLC | 0.15% | Add +4.5% | 159,027 | $4.2M |
| Advisors Capital Management, LLC | 0.06% | Add +4.2% | 158,591 | $4.2M |
| Hopwood Financial Services, Inc. | 3.28% | Reduce -7.8% | 158,393 | $4.2M |
| Game Plan Financial Advisors, LLC | 1.83% | Add +1.6% | 157,990 | $4.2M |
| Prospera Financial Services Inc | 0.08% | Add +76.8% | 157,456 | $4.2M |
| Cresta Advisors, Ltd. | 2.03% | Add +12.4% | 157,121 | $4.2M |
| Pathway Financial Advisers, LLC | 1.35% | Add +4.0% | 157,008 | $4.2M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -18.6% | 156,452 | $4.1M |
| Rollins Financial Advisors, LLC | 0.66% | Reduce -3.5% | 156,224 | $4.1M |
| Lynch & Associates | 0.83% | Add +3.4% | 155,613 | $4.1M |
| OLIO Financial Planning | 1.29% | Reduce -8.7% | 154,670 | $4.1M |
| Holos Integrated Wealth LLC | 2.46% | Add +0.3% | 152,115 | $4.1M |
| WealthCare Investment Partners, LLC | 1.46% | Reduce -4.9% | 148,141 | $4.1M |
| Keystone Financial Services, LLC | 3.06% | Reduce -4.7% | 152,176 | $4.0M |
| MOKAN Wealth Management Inc. | 2.23% | Add +4.9% | 150,769 | $4.0M |
| Intrua Financial, LLC | 0.57% | Reduce -0.3% | 150,467 | $4.0M |
| Bfsg, LLC | 0.44% | Add +6.9% | 149,416 | $4.0M |
| Fifth Third Securities, Inc. | 0.30% | Reduce -4.3% | 148,647 | $3.9M |
| Maridea Wealth Management LLC | 1.02% | Add +306.1% | 147,985 | $3.9M |
| Sovran Advisors, LLC | 0.41% | Add +9.5% | 143,050 | $3.9M |
| Breakwater Investment Management | 1.51% | Reduce -4.4% | 147,265 | $3.9M |
| AMG National Trust Bank | 0.10% | Add +0.3% | 146,342 | $3.9M |
| Paladin Advisory Group, LLC | 2.96% | Add +2.2% | 146,084 | $3.9M |
| Axis Wealth Partners, LLC | 2.53% | Add +2.3% | 145,472 | $3.9M |
| Camden National Bank | 0.55% | Add +4.6% | 145,011 | $3.8M |
| Decker Retirement Planning Inc. | 2.22% | Add +11779.0% | 144,805 | $3.8M |
| Good Life Advisors, LLC | 0.24% | Add +3.2% | 144,177 | $3.8M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -77.6% | 143,973 | $3.8M |
| Vista Cima Wealth Management LLC | 3.57% | Add +4.6% | 143,924 | $3.8M |
| Genesee Capital Advisors, LLC | 1.70% | Add +0.8% | 143,304 | $3.8M |
| Silvia McColl Wealth Management, LLC | 2.76% | Reduce -79.5% | 143,287 | $3.8M |
| Guild Investment Management, Inc. | 3.29% | Add +45.6% | 143,110 | $3.8M |
| Gladstone Institutional Advisory LLC | 0.16% | Reduce -1.9% | 143,107 | $3.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.06% | Reduce -20.8% | 142,223 | $3.8M |
| Gradient Capital Advisors, LLC | 1.11% | Add +4.5% | 142,106 | $3.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.50% | Add +43.0% | 141,206 | $3.7M |
| LVM Capital Management Ltd. | 0.39% | Add +10.5% | 141,025 | $3.7M |
| First Heartland Consultants, Inc. | 0.33% | Reduce -14.7% | 140,578 | $3.7M |
| Vermillion Wealth Management, Inc. | 1.77% | Add +10.8% | 140,016 | $3.7M |
| McAdam, LLC | 0.20% | Reduce -5.1% | 139,723 | $3.7M |
| Compass Financial Group, INC | 0.61% | Add +2.7% | 139,334 | $3.7M |
| Orion Capital Management LLC | 1.40% | Reduce -0.8% | 138,377 | $3.7M |
| Northstar Group, Inc. | 0.59% | Reduce -1.2% | 138,285 | $3.7M |
| Valley Forge Investment Consultants Inc. Adv | 1.17% | Add +0.5% | 137,850 | $3.7M |
| Evolution Wealth Advisors, LLC | 0.53% | Reduce -31.8% | 137,833 | $3.7M |
| Centaurus Financial, Inc. | 0.21% | Add +12.3% | 136,591 | $3.6M |
| Western Wealth Management, LLC | 0.22% | Reduce -15.6% | 136,499 | $3.6M |
| Roundview Capital LLC | 0.24% | Reduce -3.4% | 136,147 | $3.6M |
| Oxinas Partners, LLC | 1.85% | Add +4.9% | 135,669 | $3.6M |
| Nikulski Financial, Inc. | 0.98% | Add +13.9% | 134,972 | $3.6M |
| ProVise Management Group, LLC | 0.28% | Reduce -0.9% | 134,947 | $3.6M |
| NewEdge Wealth, LLC | 0.06% | Add +62.2% | 133,249 | $3.6M |
| IFG Advisory, LLC | 0.18% | Add +151.6% | 134,491 | $3.6M |
| Warwick Investment Management, Inc. | 0.69% | Reduce -16.1% | 134,456 | $3.6M |
| Panoramic Investment Advisors, LLC | 2.19% | Reduce -12.4% | 134,299 | $3.6M |
| EverSource Wealth Advisors, LLC | 0.16% | Add +10.6% | 134,251 | $3.6M |
| M&T Bank Corp | 0.01% | No change | 133,839 | $3.5M |
| Savoie Capital LLC | 0.44% | No change | 133,800 | $3.5M |
| Ahl Investment Management, Inc. | 2.35% | Reduce -1.4% | 132,783 | $3.5M |
| Emerald Advisors, LLC | 0.45% | Add +4.7% | 132,607 | $3.5M |
| MAS Advisors LLC | 5.73% | Add +120.0% | 132,216 | $3.5M |
| Clark Financial Services Group Inc. | 2.15% | Add +0.8% | 131,700 | $3.5M |
| NorthCoast Asset Management LLC | 0.01% | Add +162.6% | 131,585 | $3.5M |
| Concord Asset Management, LLC | 0.52% | Add +67.1% | 131,432 | $3.5M |
| Concord Wealth Partners | 0.51% | Reduce -14.8% | 131,432 | $3.5M |
| Milestones Private Investment Advisors LLC | 2.58% | — | 131,269 | $3.5M |
| Lanark Financial, Inc. | 0.28% | Reduce -3.8% | 130,497 | $3.5M |
| Roman Butler Fullerton & Co. | 1.02% | Reduce -14.3% | 126,517 | $3.5M |
| Cambridge Advisors Inc. | 0.72% | Reduce -15.2% | 130,243 | $3.5M |
| Simon Quick Advisors, LLC | 0.17% | Add +1.8% | 130,066 | $3.4M |
| Bessemer Group Inc. | 0.01% | Add +20.0% | 129,988 | $3.4M |
| AllGen Financial Advisors, Inc. | 0.92% | Reduce -72.3% | 129,393 | $3.4M |
| Mainsail Financial Group, LLC | 1.59% | New | 127,314 | $3.4M |
| Soltis Investment Advisors LLC | 0.27% | Reduce -1.3% | 128,725 | $3.4M |
| White Lighthouse Investment Management Inc. | 0.55% | Reduce -1.0% | 127,448 | $3.4M |
| Cowa, LLC | 1.28% | Add +4.4% | 127,244 | $3.4M |
| Consolidated Portfolio Review Corp | 0.46% | Add +32.5% | 126,532 | $3.4M |
| Synovus Financial Corp. | 0.04% | Add +39.9% | 126,348 | $3.3M |
| Sachetta, LLC | 1.32% | Reduce -1.1% | 126,210 | $3.3M |
| Worth Financial Advisory Group, LLC | 2.04% | Add +1.3% | 125,626 | $3.3M |
| PKS Advisory Services, LLC | 0.82% | Add +15.9% | 124,979 | $3.3M |
| Nabity-Jensen Investment Management Inc | 2.44% | Reduce -5.8% | 124,812 | $3.3M |
| Florida Financial Advisors, LLC | 0.80% | Reduce -5.1% | 124,760 | $3.3M |
| Wealthspan Partners, LLC | 1.37% | Add +20.2% | 124,416 | $3.3M |
| Capital Analysts, LLC | 0.11% | Add +5.6% | 124,241 | $3.3M |
| Smith Anglin Financial, LLC | 0.30% | Reduce -3.2% | 123,593 | $3.3M |
| Ellenbecker Investment Group | 0.53% | Reduce -5.3% | 123,380 | $3.3M |
| Pitcairn Co. | 0.21% | No change | 122,334 | $3.2M |
| Safeguard Investment Advisory Group, LLC | 0.81% | Reduce -3.3% | 122,287 | $3.2M |
| Total Wealth Planning, LLC | 0.41% | New | 122,266 | $3.2M |
| Elevation Wealth Partners, LLC | 1.27% | Add +1.2% | 121,793 | $3.2M |
| Anchor Investment Management, LLC | 0.28% | Add +5.5% | 120,855 | $3.2M |
| Capital Investment Counsel, LLC | 0.49% | Reduce -2.6% | 120,296 | $3.2M |
| TPG Advisors LLC | 2.30% | Add +2.6% | 120,051 | $3.2M |
| Strategic Financial Concepts, LLC | 0.45% | Reduce -41.2% | 119,562 | $3.2M |
| Signal Advisors Wealth, LLC | 0.25% | Reduce -49.0% | 118,648 | $3.1M |
| Investment Advisory Group, LLC | 0.95% | Add +11.9% | 118,634 | $3.1M |
| Wesbanco Bank Inc. | 0.09% | New | 118,621 | $3.1M |
| Financial Designs Corp | 1.92% | Add +2.0% | 118,469 | $3.1M |
| Everhart Financial Group, Inc. | 0.36% | Reduce -3.3% | 118,406 | $3.1M |
| WBH Advisory Inc. | 0.27% | Reduce -16.8% | 118,254 | $3.1M |
| McGrath & Associates, Inc. | 5.10% | Reduce -2.5% | 118,231 | $3.1M |
| Liberty Capital Management, Inc. | 0.63% | Add +24.2% | 118,159 | $3.1M |
| Hilltop Holdings Inc. | 0.20% | Add +35.6% | 118,123 | $3.1M |
| Signal Tree Financial Partners LLC | 2.69% | Reduce -19.6% | 118,105 | $3.1M |
| Eastern Bank | 0.06% | Reduce -13.3% | 117,531 | $3.1M |
| Betterment LLC | 0.01% | Reduce -19.6% | 117,328 | $3.1M |
| Total Clarity Wealth Management, Inc. | 0.89% | New | 116,816 | $3.1M |
| Savant Capital, LLC | 0.02% | Add +20.0% | 116,794 | $3.1M |
| Sfm, LLC | 1.98% | Add +9.2% | 116,257 | $3.1M |
| Bluespring Wealth Management, LLC | 0.29% | Add +13.9% | 115,846 | $3.1M |
| Warner Financial, Inc. | 1.27% | Reduce -8.6% | 115,721 | $3.1M |
| Glassy Mountain Advisors, Inc. | 0.98% | Add +1.0% | 114,917 | $3.0M |
| Beckerman Institutional, LLC | 2.01% | Add +9.1% | 114,440 | $3.0M |
| Advisors Management Group Inc. | 0.57% | Reduce -0.4% | 113,960 | $3.0M |
| Madden Advisory Services, Inc. | 1.28% | Add +0.3% | 113,315 | $3.0M |
| Simplicity Wealth,LLC | 0.12% | Reduce -23.2% | 113,079 | $3.0M |
| CAP Partners, LLC | 1.89% | Add +1.9% | 113,053 | $3.0M |
| SeaCrest Wealth Management, LLC | 0.32% | Add +0.5% | 112,837 | $3.0M |
| Larson Financial Group LLC | 0.12% | Add +10.9% | 112,768 | $3.0M |
| Hamel Associates, Inc. | 1.01% | Reduce -8.6% | 112,453 | $3.0M |
| First National Trust Co | 0.11% | Add +3.3% | 111,686 | $3.0M |
| Capital Investment Advisory Services, LLC | 0.24% | Reduce -4.1% | 111,646 | $3.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0.86% | Reduce -0.3% | 111,265 | $2.9M |
| Headinvest, LLC | 0.63% | Reduce -0.6% | 111,216 | $2.9M |
| Tyler-Stone Wealth Management | 0.47% | Add +9.0% | 111,076 | $2.9M |
| Journey Strategic Wealth LLC | 0.10% | Reduce -1.6% | 110,517 | $2.9M |
| Transce3nd, LLC | 1.23% | Add +3.9% | 109,741 | $2.9M |
| Guyasuta Investment Advisors Inc. | 0.18% | Add +0.2% | 109,340 | $2.9M |
| Woodside Wealth Management LLC | 2.48% | Add +1.8% | 108,921 | $2.9M |
| LifeSteps Financial, Inc. | 1.98% | Add +20.6% | 108,592 | $2.9M |
| Tull Financial Group, Inc. | 1.31% | Reduce -59.0% | 108,313 | $2.9M |
| Accordant Advisory Group Inc | 2.13% | Add +1164.9% | 108,084 | $2.9M |
| Winnacle Wealth LLC | 2.13% | New | 108,084 | $2.9M |
| BKM Wealth Management, LLC | 1.12% | Add +13.3% | 108,017 | $2.9M |
| Chesapeake Wealth Management | 0.95% | Add +2.5% | 107,611 | $2.9M |
| Commerce Bank | 0.02% | Reduce -5.7% | 106,524 | $2.8M |
| Cambridge Financial Group, LLC | 1.05% | Reduce -4.5% | 106,050 | $2.8M |
| Neuberger Berman Group LLC | 0.00% | Add +25.5% | 105,959 | $2.8M |
| Bank of Montreal | 0.00% | Add +10.0% | 105,794 | $2.8M |
| Adapt Wealth Advisors, LLC | 1.25% | Reduce -2.8% | 105,772 | $2.8M |
| Aegis Wealth Management LLC | 1.68% | No change | 100,144 | $2.8M |
| StoneX Group Inc. | 0.14% | Reduce -10.3% | 105,099 | $2.8M |
| Soundwatch Capital LLC | 0.47% | Add +13.2% | 35,035 | $2.8M |
| AlphaCore Capital LLC | 0.11% | Add +37.1% | 104,826 | $2.8M |
| 10Elms LLP | 3.08% | Add +3.1% | 104,662 | $2.8M |
| Kraft, Davis & Associates, LLC | 0.76% | Reduce -39.7% | 101,675 | $2.8M |
| Cypress Wealth Services, LLC | 0.49% | Reduce -8.4% | 104,202 | $2.8M |
| Coordinated Financial Services, Inc. | 1.94% | — | 103,986 | $2.8M |
| Choate Investment Advisors | 0.06% | No change | 103,014 | $2.7M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +19.1% | 102,678 | $2.7M |
| Aspen Grove Capital, LLC | 0.46% | Add +1.0% | 102,159 | $2.7M |
| Shepherd Kaplan Krochuk, LLC | 2.34% | Reduce -20.2% | 101,559 | $2.7M |
| Sowell Financial Services LLC | 0.11% | Reduce -4.2% | 101,303 | $2.7M |
| CWS Financial Advisors, LLC | 0.78% | Add +10.6% | 101,296 | $2.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 100,500 | $2.7M |
| Beam Wealth Advisors, Inc. | 0.79% | Add +6.2% | 100,149 | $2.7M |
| Fortis Capital Management LLC | 0.41% | Reduce -6.0% | 100,078 | $2.7M |
| Jacobi Capital Management LLC | 0.18% | Reduce -5.8% | 99,858 | $2.6M |
| Bryn Mawr Trust Advisors, LLC | 0.14% | Add +4.1% | 99,502 | $2.6M |
| Brown Brothers Harriman & Co. | 0.02% | No change | 99,273 | $2.6M |
| Princeton Global Asset Management LLC | 0.48% | Reduce -2.2% | 99,103 | $2.6M |
| Physician Wealth Advisors, Inc. | 0.41% | Reduce -2.9% | 98,986 | $2.6M |
| Mengis Capital Management, Inc. | 0.56% | Add +3.5% | 98,770 | $2.6M |
| Independent Solutions Wealth Management, LLC | 0.51% | Reduce -2.6% | 98,668 | $2.6M |
| Muirfield Wealth Advisors LLC | 2.08% | Add +19.4% | 98,573 | $2.6M |
| Valeo Financial Advisors, LLC | 0.06% | Add +6.2% | 97,716 | $2.6M |
| Scott & Selber, Inc. | 0.72% | Reduce -1.1% | 97,224 | $2.6M |
| Zullo Investment Group, Inc. | 1.04% | Add +1.8% | 97,150 | $2.6M |
| Geneos Wealth Management Inc. | 0.06% | Add +42.9% | 96,529 | $2.6M |
| Brighton Jones LLC | 0.07% | Reduce -7.9% | 96,418 | $2.6M |
| CHB Investment Group, LLC | 1.30% | Add +0.7% | 96,186 | $2.5M |
| FMA Wealth Management, LLC | 1.88% | Add +2.4% | 96,113 | $2.5M |
| Revolve Wealth Partners, LLC | 0.33% | Add +25.3% | 96,010 | $2.5M |
| Collective Family Office LLC | 0.65% | Add +2.0% | 95,852 | $2.5M |
| Crewe Advisors LLC | 0.36% | Add +7.5% | 95,571 | $2.5M |
| Capital Square, LLC | 1.35% | Reduce -27.1% | 92,659 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -62.5% | 94,797 | $2.5M |
| Wedmont Private Capital | 0.11% | Reduce -5.0% | 92,013 | $2.5M |
| Silverlake Wealth Management LLC | 0.74% | Add +11.2% | 94,748 | $2.5M |
| Argent Trust Co | 0.09% | Reduce -40.9% | 94,616 | $2.5M |
| Register Financial Advisors LLC | 1.09% | Reduce -6.2% | 94,194 | $2.5M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Reduce -19.0% | 94,121 | $2.5M |
| Forefront Wealth Partners, LLC | 1.71% | Add +4.0% | 91,221 | $2.5M |
| Welch & Forbes LLC | 0.03% | No change | 93,510 | $2.5M |
| Millennium Capital Advisors, LLC | 1.64% | Add +6.1% | 93,082 | $2.5M |
| Squarepoint Ops LLC | 0.01% | Add +43.1% | 92,780 | $2.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | — | 92,766 | $2.5M |
| Mitchell Sinkler & Starr | 1.17% | Add +13.1% | 92,632 | $2.5M |
| Blue Capital, Inc. | 1.73% | — | 92,094 | $2.4M |
| Stonebridge Financial Planning Group, LLC | 1.02% | Reduce -0.5% | 91,881 | $2.4M |
| WCG Wealth Advisors LLC | 0.16% | Reduce -11.8% | 91,709 | $2.4M |
| Clearstead Trust, LLC | 0.46% | Add +0.2% | 91,031 | $2.4M |
| Vident Advisory, LLC | 0.03% | Reduce -2.3% | 90,989 | $2.4M |
| John W. Brooker & Co., CPAs | 5.63% | Reduce -72.1% | 87,308 | $2.4M |
| BlueStem Wealth Partners, LLC | 0.29% | Add +23.5% | 90,242 | $2.4M |
| Atlas Wealth Partners, LLC | 2.75% | Add +1.3% | 89,998 | $2.4M |
| Boyd Watterson Asset Management LLC | 0.76% | No change | 89,993 | $2.4M |
| Caldwell Trust Co | 0.24% | Reduce -1.6% | 89,604 | $2.4M |
| Berkshire Asset Management LLC | 0.11% | Add +0.4% | 89,333 | $2.4M |
| Weaver Consulting Group | 0.65% | Reduce -6.8% | 88,841 | $2.4M |
| Enclave Advisors LLC | 0.38% | Reduce -5.8% | 88,531 | $2.3M |
| Pennsylvania Capital Management Inc. | 0.75% | Reduce -5.5% | 88,342 | $2.3M |
| Blue Bell Private Wealth Management, LLC | 0.39% | Reduce -0.3% | 88,234 | $2.3M |
| Stratos Investment Management, LLC | 0.11% | Reduce -92.6% | 87,579 | $2.3M |
| Roehl & Yi Investment Advisors, LLC | 1.19% | Add +22.1% | 90,339 | $2.3M |
| RIA Advisory Group LLC | 0.68% | Add +4.2% | 87,272 | $2.3M |
| Freestate Advisors LLC | 2.06% | Add +6.0% | 87,219 | $2.3M |
| North Forty Two & Co. | 2.44% | Add +8.0% | 86,668 | $2.3M |
| Opes Wealth Management LLC | 0.40% | Reduce -0.8% | 85,824 | $2.3M |
| Great Waters Wealth Management | 0.29% | Reduce -1.8% | 85,554 | $2.3M |
| Myecfo, LLC | 1.10% | Add +0.7% | 84,991 | $2.3M |
| Acas, LLC | 1.51% | Reduce -1.4% | 81,959 | $2.3M |
| BLB&B Advisors, LLC | 0.10% | Reduce -5.7% | 84,822 | $2.2M |
| Capasso Planning Partners LLC | 1.27% | Reduce -17.8% | 84,816 | $2.2M |
| Aprio Wealth Management, LLC | 0.25% | Add +1.3% | 84,752 | $2.2M |
| White Knight Strategic Wealth Advisors, LLC | 1.90% | Reduce -0.3% | 84,326 | $2.2M |
| CPC Advisors, LLC | 0.28% | Reduce -1.9% | 83,871 | $2.2M |
| Barnes Wealth Management Group, Inc | 1.31% | Reduce -0.6% | 83,666 | $2.2M |
| Creative Financial Designs Inc. | 0.16% | Add +4.9% | 83,629 | $2.2M |
| Richards, Merrill & Peterson, Inc. | 1.05% | Add +12.2% | 83,553 | $2.2M |
| Stokes Family Office, LLC | 0.23% | Add +1.5% | 83,435 | $2.2M |
| Hurley Capital, LLC | 1.55% | Add +15.3% | 83,321 | $2.2M |
| Viawealth, LLC | 1.30% | Reduce -24.8% | 82,912 | $2.2M |
| Krilogy Financial LLC | 0.13% | Reduce -0.2% | 82,671 | $2.2M |
| Pasadena Private Wealth, LLC | 0.37% | Add +3.1% | 82,454 | $2.2M |
| First National Bank of Mount Dora, Trust Investment Services | 0.49% | No change | 82,452 | $2.2M |
| SpringVest Wealth Management LLC | 1.77% | Reduce -18.8% | 82,331 | $2.2M |
| Drucker Wealth 3.0, LLC | 0.42% | New | 79,488 | $2.2M |
| Balentine LLC | 0.08% | Add +2265.2% | 81,459 | $2.2M |
| Bangor Savings Bank | 0.19% | Add +3.5% | 81,444 | $2.2M |
| Wealthgarden F.S. LLC | 1.78% | Reduce -0.0% | 81,084 | $2.1M |
| GWN Securities Inc. | 0.40% | Reduce -80.4% | 80,906 | $2.1M |
| Fermata Advisors, LLC | 0.57% | Reduce -13.2% | 80,591 | $2.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +15.1% | 79,837 | $2.1M |
| Second Half Financial Partners, LLC | 0.99% | Reduce -65.3% | 79,350 | $2.1M |
| Olistico Wealth, LLC | 1.16% | Add +292.7% | 78,996 | $2.1M |
| waypoint wealth counsel | 1.04% | Add +0.9% | 78,816 | $2.1M |
| Petra Financial Advisors Inc. | 1.32% | Reduce -2.5% | 78,516 | $2.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 78,500 | $2.1M |
| Retirement Planning Group, LLC / NY | 1.82% | Add +136.6% | 78,155 | $2.1M |
| B & T Capital Management DBA Alpha Capital Management | 0.36% | Reduce -41.4% | 78,149 | $2.1M |
| Costello Asset Management, INC | 0.78% | Reduce -1.0% | 78,025 | $2.1M |
| Miramar Capital, LLC | 0.49% | Add +11.2% | 77,609 | $2.1M |
| Liberty One Investment Management, LLC | 0.21% | Add +2.0% | 77,173 | $2.0M |
| Ameriflex Group, Inc. | 1.07% | Add +62.1% | 76,851 | $2.0M |
| Latitude Advisors, LLC | 1.01% | Reduce -3.9% | 76,143 | $2.0M |
| Providence Capital Advisors, LLC | 0.37% | Add +14.9% | 76,117 | $2.0M |
| Medallion Wealth Advisors, LLC | 0.77% | Reduce -21.7% | 73,891 | $2.0M |
| Peregrine Asset Advisers, Inc. | 0.62% | Add +57.1% | 75,082 | $2.0M |
| One Charles Private Wealth Services, LLC | 0.56% | New | 75,000 | $2.0M |
| HRT Financial LP | 0.01% | New | 74,664 | $2.0M |
| Agate Pass Investment Management, LLC | 0.80% | Reduce -3.7% | 73,625 | $2.0M |
| BOK Financial Private Wealth, Inc. | 0.13% | Reduce -6.5% | 73,585 | $2.0M |
| Fairscale Capital, LLC | 1.42% | Add +13.1% | 73,558 | $1.9M |
| Clarius Group, LLC | 0.11% | Add +0.2% | 73,546 | $1.9M |
| GHP Investment Advisors, Inc. | 0.09% | Add +0.8% | 73,470 | $1.9M |
| RDA Financial Network | 0.52% | Add +2.9% | 72,623 | $1.9M |
| Naples Global Advisors, LLC | 0.16% | Add +0.2% | 71,610 | $1.9M |
| Prospect Financial Services LLC | 1.18% | Reduce -4.1% | 71,575 | $1.9M |
| North Star Investment Management Corp. | 0.13% | Reduce -6.6% | 71,370 | $1.9M |
| CORDA Investment Management, LLC. | 0.14% | Add +20.8% | 71,089 | $1.9M |
| Fisher Asset Management | 0.00% | Add +9.0% | 71,084 | $1.9M |
| Teamwork Financial Advisors, LLC | 0.23% | Reduce -31.5% | 70,668 | $1.9M |
| Money Concepts Capital Corp. | 0.13% | Reduce -55.1% | 70,640 | $1.9M |
| Private Trust Co. NA | 0.18% | Reduce -10.6% | 70,471 | $1.9M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -1.6% | 70,347 | $1.9M |
| Raab & Moskowitz Asset Management LLC | 0.44% | Add +3.7% | 70,159 | $1.9M |
| Whitener Capital Management, Inc. | 0.49% | Reduce -3.3% | 69,949 | $1.9M |
| Kovack Advisors, Inc. | 0.18% | Add +12.2% | 69,614 | $1.8M |
| Salem Investment Counselors Inc. | 0.06% | Reduce -5.5% | 69,402 | $1.8M |
| Fiducient Advisors LLC | 0.22% | Add +5.1% | 69,347 | $1.8M |
| Cathy Pareto & Associates, Inc. | 1.50% | Add +5.4% | 68,307 | $1.8M |
| Meridian Wealth Partners, LLC | 0.26% | Add +3.3% | 67,962 | $1.8M |
| Janney Capital Management LLC | 0.12% | Reduce -1.3% | 67,892 | $1.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.21% | Add +4.9% | 70,285 | $1.8M |
| Guardian Asset Advisors, LLC | 1.02% | Reduce -4.0% | 67,185 | $1.8M |
| D. E. Shaw & Co. | 0.00% | Add +201.3% | 67,075 | $1.8M |
| Founders Financial Alliance, LLC | 0.40% | Add +43.6% | 66,987 | $1.8M |
| Attessa Capital LLC | 1.14% | Reduce -12.6% | 66,970 | $1.8M |
| MidAtlantic Capital Management, Inc. | 1.25% | Reduce -31.9% | 66,713 | $1.8M |
| Aurora Private Wealth, Inc. | 1.30% | Add +4.3% | 66,304 | $1.8M |
| Maple Capital Management, Inc. | 0.12% | Reduce -2.1% | 65,950 | $1.7M |
| Embree Financial Group | 0.26% | Add +1.3% | 65,948 | $1.7M |
| Graney & King, LLC | 1.17% | Add +0.7% | 65,943 | $1.7M |
| Empower Advisory Group, LLC | 0.01% | Add +18.4% | 65,495 | $1.7M |
| United Advisor Group, LLC | 0.30% | Add +13.8% | 65,432 | $1.7M |
| FourThought Financial Partners, LLC | 0.17% | Add +75.6% | 65,427 | $1.7M |
| Foguth Wealth Management, LLC. | 0.37% | Reduce -68.6% | 64,893 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.0% | 64,859 | $1.7M |
| World Equity Group, Inc. | 0.47% | Add +17.1% | 64,655 | $1.7M |
| BCGM Wealth Management, LLC | 0.48% | Reduce -22.8% | 64,434 | $1.7M |
| Sagespring Wealth Partners, LLC | 0.04% | Reduce -11.8% | 63,737 | $1.7M |
| Elevate Wealth Advisory, Inc. | 1.20% | Add +11.7% | 63,632 | $1.7M |
| HUB Investment Partners, LLC | 0.06% | Add +46.4% | 63,626 | $1.7M |
| OMNI 360 Wealth, Inc. | 1.04% | Add +0.8% | 63,487 | $1.7M |
| Fjell Capital, LLC | 1.56% | Add +3.6% | 63,472 | $1.7M |
| West Oak Capital, LLC | 0.84% | Reduce -7.6% | 63,430 | $1.7M |
| Asset Dedication, LLC | 0.12% | Add +12.4% | 63,394 | $1.7M |
| Townsend Asset Management Corp. /NC/ | 0.61% | Reduce -13.7% | 63,177 | $1.7M |
| Core Wealth Advisors, Inc. | 0.48% | Add +6.4% | 63,143 | $1.7M |
| Planning Alternatives Ltd. | 0.23% | Reduce -2.3% | 63,119 | $1.7M |
| Comprehensive Financial Planning, Inc. | 1.30% | Reduce -1.8% | 62,258 | $1.6M |
| International Assets Investment Management, LLC | 0.13% | Add +18.6% | 62,074 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Reduce -10.7% | 61,766 | $1.6M |
| IRON Financial LLC | 0.86% | Reduce -20.5% | 61,655 | $1.6M |
| Vanguard Group Inc. | 0.00% | Add +0.9% | 61,407 | $1.6M |
| OneAscent Financial Services LLC | 0.12% | Reduce -46.1% | 60,660 | $1.6M |
| Astoria Portfolio Advisors LLC. | 0.46% | Reduce -5.3% | 59,490 | $1.6M |
| Wills Financial Group LLC | 0.70% | Add +1.4% | 60,739 | $1.6M |
| Evanson Asset Management, LLC | 0.10% | Add +0.0% | 60,726 | $1.6M |
| My Personal CFO, LLC | 0.72% | Add +29.2% | 60,158 | $1.6M |
| WealthShield Partners, LLC | 0.19% | Reduce -0.8% | 59,907 | $1.6M |
| Note Advisors, LLC | 1.09% | Add +9.6% | 59,718 | $1.6M |
| SVB Wealth LLC | 0.08% | New | 59,689 | $1.6M |
| Bond & Devick Financial Network, Inc. | 0.53% | Add +0.0% | 59,625 | $1.6M |
| Advisory Resource Group | 0.30% | Add +4.4% | 59,500 | $1.6M |
| Financial Sense Advisors, Inc. | 0.39% | New | 59,489 | $1.6M |
| Independent Advisor Alliance | 0.05% | Add +22.4% | 59,388 | $1.6M |
| Modus Advisors, LLC | 0.46% | Add +0.0% | 58,492 | $1.6M |
| Bulwark Capital Corp | 1.30% | — | 58,274 | $1.5M |
| Tudor Investment Corporation | 0.01% | New | 58,130 | $1.5M |
| Great Lakes Advisors, LLC | 0.01% | Add +25.4% | 57,772 | $1.5M |
| Essex Financial Services, Inc. | 0.10% | Add +5.3% | 57,759 | $1.5M |
| BXM Wealth LLC | 1.80% | Add +21.1% | 57,276 | $1.5M |
| Victrix Investment Advisors | 0.67% | Reduce -1.8% | 56,895 | $1.5M |
| Park Edge Advisors, LLC | 0.39% | Add +4.4% | 56,776 | $1.5M |
| Outfitters Financial LLC | 1.28% | Add +1.4% | 56,475 | $1.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.21% | Add +2.2% | 56,346 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.12% | Reduce -10.7% | 56,270 | $1.5M |
| Indie Asset Partners, LLC | 2.70% | Reduce -15.8% | 55,979 | $1.5M |
| Diametric Capital, LP | 0.79% | New | 55,857 | $1.5M |
| West Michigan Advisors, LLC | 0.42% | Add +3.7% | 55,672 | $1.5M |
| Zhang Financial LLC | 0.07% | Reduce -23.2% | 55,553 | $1.5M |
| MIdWestOne Financial Group, Inc. | 0.19% | Add +10.6% | 55,190 | $1.5M |
| Grantvest Financial Group LLC | 1.08% | Reduce -6.3% | 55,002 | $1.5M |
| Thrive Wealth Management, LLC | 0.23% | Add +12.8% | 54,861 | $1.5M |
| Private Advisory Group LLC | 0.14% | Reduce -10.1% | 54,580 | $1.4M |
| Pacific Wealth Strategies Group, Inc. | 0.95% | Reduce -5.1% | 54,296 | $1.4M |
| Financial Perspectives, Inc | 0.43% | Add +92.5% | 54,257 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +25.2% | 54,083 | $1.4M |
| Altus Wealth Group LLC | 0.63% | Add +9.6% | 53,828 | $1.4M |
| Ehrlich Financial Group | 0.92% | Add +8.4% | 53,607 | $1.4M |
| West Bancorporation Inc. | 0.90% | No change | 53,554 | $1.4M |
| Inscription Capital, LLC | 0.20% | Add +41.6% | 53,377 | $1.4M |
| Commonwealth Retirement Investments LLC | 0.54% | Reduce -6.9% | 53,156 | $1.4M |
| Bleakley Financial Group, LLC | 0.04% | Add +147.4% | 53,039 | $1.4M |
| Signet Investment Advisory Group, Inc. | 0.72% | Reduce -1.0% | 52,950 | $1.4M |
| Ascentis Independent Advisors | 0.26% | Reduce -6.7% | 52,892 | $1.4M |
| One Day In July LLC | 0.13% | Add +52.2% | 52,700 | $1.4M |
| Capital Squared Financial LLC | 1.62% | — | 52,593 | $1.4M |
| REDW Wealth LLC | 0.55% | Add +8.4% | 52,324 | $1.4M |
| Wingate Wealth Advisors, Inc. | 1.23% | Reduce -10.4% | 52,187 | $1.4M |
| Precedent Wealth Partners, LLC | 0.34% | Reduce -1.4% | 52,168 | $1.4M |
| Wulff, Hansen & Co. | 1.18% | Reduce -3.7% | 52,000 | $1.4M |
| San Luis Wealth Advisors LLC | 0.29% | Add +8.8% | 51,656 | $1.4M |
| Elevation Capital Advisory, LLC | 0.55% | Add +2.4% | 51,639 | $1.4M |
| Guardian Wealth Management, Inc. | 0.91% | Add +0.3% | 51,606 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -49.9% | 51,595 | $1.4M |
| Missouri Trust & Investment Co | 0.45% | No change | 51,442 | $1.4M |
| Diversified Trust Co. | 0.03% | Add +2.3% | 51,336 | $1.4M |
| Maripau Wealth Management LLC | 0.68% | Add +60.2% | 51,183 | $1.4M |
| Chapman Financial Group, LLC | 1.15% | — | 51,177 | $1.4M |
| Semus Wealth Partners LLC | 0.88% | Add +0.8% | 51,033 | $1.4M |
| Fairview Capital Investment Management, LLC | 0.07% | Add +12.3% | 50,600 | $1.3M |
| BLVD Private Wealth, LLC | 1.26% | — | 50,266 | $1.3M |
| Milestone Asset Management Group, LLC | 0.99% | Add +3.0% | 50,215 | $1.3M |
| Eagle Harbor Asset Management Inc. | 1.28% | Add +2.1% | 50,145 | $1.3M |
| Journey Beyond Wealth, LLC | 1.12% | Reduce -74.2% | 49,893 | $1.3M |
| National Bank of Canada | 0.00% | Reduce -19.1% | 49,762 | $1.3M |
| XY Planning Network, Inc. | 0.45% | Add +20.0% | 49,563 | $1.3M |
| Harbor Asset Planning, Inc. | 1.25% | — | 49,512 | $1.3M |
| Root Financial Partners, LLC | 0.13% | Reduce -6.8% | 49,405 | $1.3M |
| Woodmont Investment Counsel LLC | 0.09% | Add +410.6% | 49,285 | $1.3M |
| KFG Wealth Management, LLC | 0.21% | Add +24.9% | 49,255 | $1.3M |
| Ethos Financial Group, LLC | 0.11% | Add +18.3% | 48,660 | $1.3M |
| Transcend Capital Advisors, LLC | 0.10% | Add +6.5% | 48,231 | $1.3M |
| Legacy Capital Wealth Partners, LLC | 0.29% | New | 48,224 | $1.3M |
| Gradient Investments LLC | 0.02% | Add +3.9% | 47,784 | $1.3M |
| 17 Capital Partners, LLC | 0.73% | New | 47,725 | $1.3M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.70% | No change | 45,037 | $1.3M |
| Moser Wealth Advisors, LLC | 0.60% | Add +25.4% | 47,498 | $1.3M |
| Westbourne Investments, Inc. | 0.67% | Reduce -9.5% | 47,447 | $1.3M |
| Royal Capital Wealth Management, LLC | 0.84% | Add +0.2% | 47,438 | $1.3M |
| Tiaa Trust, National Association | 0.00% | Reduce -12.4% | 47,284 | $1.3M |
| SYM FINANCIAL Corp | 0.14% | No change | 47,268 | $1.3M |
| Evergreen Wealth Management, LLC | 0.70% | Reduce -0.2% | 47,111 | $1.2M |
| WealthBridge Capital Management, LLC | 0.32% | Reduce -4.2% | 46,955 | $1.2M |
| Retirement Guys Formula LLC | 0.47% | Add +0.4% | 46,926 | $1.2M |
| Focused Wealth Management, Inc | 0.15% | New | 46,853 | $1.2M |
| Disciplined Investors, L.L.C. | 0.97% | Add +19.1% | 46,835 | $1.2M |
| ETF Store, Inc. | 1.43% | Add +11.6% | 46,434 | $1.2M |
| Clear Creek Financial Management, LLC | 0.12% | Reduce -0.9% | 46,195 | $1.2M |
| Galvin, Gaustad & Stein, LLC | 0.11% | Reduce -18.1% | 45,990 | $1.2M |
| RHS Financial, LLC | 0.69% | Reduce -8.3% | 45,968 | $1.2M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -1.2% | 45,730 | $1.2M |
| QRG Capital Management, Inc. | 0.01% | Add +1.1% | 45,423 | $1.2M |
| Aspiriant, LLC | 0.04% | Reduce -10.0% | 45,339 | $1.2M |
| Parkside Financial Bank & Trust | 0.13% | Add +15.7% | 45,217 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | No change | 45,180 | $1.2M |
| Hilltop National Bank | 0.31% | — | 45,150 | $1.2M |
| Compass Ion Advisors, LLC | 0.13% | Add +0.8% | 44,898 | $1.2M |
| Integrity Alliance, Llc. | 0.06% | Reduce -24.0% | 44,588 | $1.2M |
| TruNorth Capital Management, LLC | 0.26% | Add +0.0% | 44,328 | $1.2M |
| First Wilshire Securities Management Inc. | 0.32% | No change | 43,875 | $1.2M |
| BNC Wealth Management, LLC | 0.34% | Reduce -8.7% | 43,777 | $1.2M |
| Capital Advisory Group Advisory Services, LLC | 0.41% | Add +15.5% | 43,292 | $1.1M |
| Allie Family Office LLC | 0.57% | Add +0.6% | 43,106 | $1.1M |
| McGlone Suttner Wealth Management, Inc. | 0.17% | Add +4.5% | 42,859 | $1.1M |
| Verum Partners LLC | 0.26% | Reduce -23.6% | 42,832 | $1.1M |
| VestGen Advisors, LLC | 0.04% | Add +10.3% | 42,585 | $1.1M |
| Marino, Stram & Associates LLC | 0.23% | Add +0.2% | 42,503 | $1.1M |
| Landaas & Co. /Wi | 0.27% | Add +30.9% | 42,420 | $1.1M |
| Joel Isaacson & Co., LLC | 0.05% | Reduce -12.2% | 42,356 | $1.1M |
| Capital Advisors Inc. | 0.02% | Add +3.7% | 42,248 | $1.1M |
| Washington Trust Advisors, Inc. | 0.09% | Add +29.1% | 42,038 | $1.1M |
| Kanawha Capital Management LLC | 0.08% | Reduce -6.5% | 41,722 | $1.1M |
| Triton Wealth Management, PLLC | 0.47% | — | 40,477 | $1.1M |
| MainStreet Investment Advisors LLC | 0.15% | Add +282.1% | 41,360 | $1.1M |
| Exchange Traded Concepts, LLC | 0.01% | New | 40,994 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.42% | Reduce -17.9% | 40,814 | $1.1M |
| Secure Asset Management, LLC | 0.20% | Reduce -57.6% | 40,723 | $1.1M |
| W Advisors, LLC | 0.62% | Add +22.8% | 40,509 | $1.1M |
| Cynosure Group, LLC | 0.12% | Add +0.1% | 40,209 | $1.1M |
| JMG Financial Group, Ltd. | 0.03% | Add +8.9% | 40,069 | $1.1M |
| Bell Bank | 0.05% | Add +17.6% | 40,066 | $1.1M |
| Yoder Wealth Management, Inc. | 0.55% | Reduce -1.0% | 40,051 | $1.1M |
| Cottage Street Advisors LLC | 0.55% | Reduce -1.7% | 39,900 | $1.1M |
| Summit Wealth Partners, LLC | 0.20% | Reduce -16.0% | 39,869 | $1.1M |
| Advance Capital Management, Inc. | 0.05% | Reduce -18.3% | 39,809 | $1.1M |
| Gries Financial LLC | 0.19% | Reduce -2.5% | 39,663 | $1.1M |
| Atlas Capital Advisors Inc. | 0.13% | Reduce -8.0% | 39,524 | $1.0M |
| Collaborative Wealth Managment Inc. | 0.46% | Add +6.0% | 39,492 | $1.0M |
| Sonora Investment Management Group, LLC | 0.08% | Add +9.9% | 39,160 | $1.0M |
| Baker Tilly Wealth Management, LLC | 0.37% | Add +0.4% | 39,071 | $1.0M |
| TD Capital Management LLC | 0.10% | Add +95.0% | 39,062 | $1.0M |
| Boyce & Associates Wealth Consulting, Inc. | 0.94% | Add +7.4% | 39,029 | $1.0M |
| Next Capital Management LLC | 0.38% | Add +1.9% | 39,007 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Add +21.3% | 38,646 | $1.0M |
| JBR Co Financial Management Inc | 0.51% | Reduce -23.1% | 38,625 | $1.0M |
| Factor Wealth Management LTD | 0.28% | Add +4.7% | 38,455 | $1.0M |
| Rather & Kittrell, Inc. | 0.20% | No change | 38,361 | $1.0M |
| First National Bank & Trust Co. of Newtown | 0.20% | Reduce -1.2% | 38,125 | $1.0M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +366.6% | 38,025 | $1.0M |
| Almanack Investment Partners, LLC. | 0.16% | Add +5.6% | 37,700 | $999K |
| Colorado Capital Management, Inc. | 0.43% | Add +5.3% | 37,551 | $995K |
| Boyum Wealth Architects LLC | 0.73% | New | 37,520 | $994K |
| Creegan & Nassoura Financial Group, LLC | 0.65% | Reduce -1.0% | 37,466 | $993K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.36% | Add +5.3% | 36,686 | $985K |
| Haverford Trust Co | 0.01% | Reduce -7.5% | 37,038 | $982K |
| Ironwood Investment Counsel, LLC | 0.15% | Reduce -34.6% | 37,030 | $981K |
| Holderness Investments Co. | 0.21% | Add +73.4% | 36,730 | $973K |
| Narwhal Capital Management | 0.08% | Add +1.1% | 36,495 | $967K |
| Clearview Wealth Advisors LLC | 0.67% | Reduce -0.4% | 36,456 | $966K |
| Buska Wealth Management, LLC | 0.26% | Reduce -1.3% | 36,388 | $964K |
| CWA Asset Management Group, LLC | 0.04% | Reduce -11.1% | 36,246 | $961K |
| Morling Financial Advisors, LLC | 0.31% | Reduce -4.0% | 36,085 | $956K |
| Trustmark Bank Trust Department | 0.07% | Reduce -21.1% | 36,046 | $955K |
| Insight Wealth Partners, LLC | 0.53% | Add +17.7% | 35,884 | $951K |
| Walkner Condon Financial Advisors LLC | 0.17% | Reduce -11.4% | 35,841 | $950K |
| FAS Wealth Partners, Inc. | 0.07% | Add +1.7% | 35,796 | $949K |
| Ally Invest Advisors Inc. | 0.07% | Reduce -6.6% | 35,752 | $947K |
| Vanguard Capital Wealth Advisors | 0.94% | Add +20.1% | 35,719 | $947K |
| First Financial Group Corp | 0.92% | Reduce -0.1% | 35,522 | $941K |
| Meriwether Wealth & Planning, LLC | 0.59% | Reduce -21.7% | 35,361 | $937K |
| Eldridge Investment Advisors, Inc. | 0.20% | Reduce -68.3% | 35,348 | $937K |
| Code Waechter LLC | 0.66% | No change | 35,175 | $932K |
| Trivium Point Advisory, LLC | 0.10% | Reduce -8.0% | 35,093 | $930K |
| Farmers & Merchants Investments Inc. | 0.03% | Reduce -1.6% | 35,022 | $928K |
| Magnolia Capital Advisors LLC | 0.23% | Reduce -89.2% | 34,937 | $926K |
| BlackRock, Inc. | 0.00% | Add +71.8% | 34,814 | $923K |
| Valley Financial Group, Inc. | 0.56% | Reduce -1.9% | 34,801 | $922K |
| Webster Bank, N. A. | 0.10% | No change | 34,770 | $921K |
| C M Bidwell & Associates Ltd. | 0.47% | No change | 34,502 | $914K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -57.6% | 33,609 | $911K |
| Squire Investment Management Company, LLC | 0.34% | Add +5.8% | 34,359 | $911K |
| BG Investment Services, LLC | 1.14% | Add +238.2% | 33,967 | $910K |
| Aaron Wealth Advisors LLC | 0.09% | Add +0.5% | 34,188 | $906K |
| SageView Advisory Group, LLC | 0.03% | Add +189.7% | 33,260 | $905K |
| Ellis Investment Partners, LLC | 0.17% | Add +30.3% | 33,990 | $901K |
| Paulson Wealth Management Inc. | 0.23% | Reduce -14.9% | 33,979 | $900K |
| Wealthcare Capital Management LLC | 0.10% | Add +43.5% | 33,892 | $898K |
| Wealth Alliance, LLC | 0.10% | Add +12.2% | 33,692 | $893K |
| Beaumont Financial Advisors, LLC | 0.06% | Reduce -0.7% | 33,580 | $890K |
| Patten & Patten Inc. | 0.06% | Reduce -4.6% | 33,349 | $884K |
| Bellevue Asset Management, LLC | 0.43% | Add +1.2% | 33,109 | $877K |
| Sand Hill Global Advisors, LLC | 0.03% | Add +16.0% | 33,073 | $876K |
| SouthState Bank Corp | 0.04% | Reduce -21.1% | 32,966 | $874K |
| Hayek Kallen Investment Management | 0.30% | Add +7.4% | 32,946 | $873K |
| Verdence Capital Advisors LLC | 0.06% | New | 32,877 | $871K |
| Pinnacle Bancorp, Inc. | 0.27% | No change | 32,529 | $862K |
| Firestone Capital Management | 0.20% | Add +0.4% | 32,345 | $857K |
| Wood Tarver Financial Group, LLC | 0.26% | Reduce -8.2% | 32,351 | $857K |
| Darrow Company, Inc. | 0.43% | Reduce -0.1% | 32,319 | $855K |
| Moors & Cabot, Inc. | 0.04% | Add +33.0% | 32,215 | $854K |
| RPS Advisory Solutions LLC | 0.47% | Add +70.8% | 32,210 | $854K |
| Full Sail Capital, LLC | 0.05% | Reduce -6.6% | 31,942 | $846K |
| Demars Financial Group, LLC | 0.32% | Add +6.7% | 31,787 | $842K |
| SWS Partners | 0.23% | Add +0.0% | 31,467 | $834K |
| Probity Advisors, Inc. | 0.15% | Add +6.4% | 31,372 | $831K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -0.1% | 31,310 | $830K |
| Bogart Wealth, LLC | 0.04% | Add +44.7% | 31,303 | $830K |
| Bank of New Hampshire | 0.21% | Add +2.3% | 31,280 | $829K |
| Wernau Asset Management Inc. | 0.94% | No change | 31,209 | $827K |
| Round Rock Advisors LLC | 0.14% | Reduce -1.2% | 31,117 | $825K |
| Moloney Securities Asset Management, LLC | 0.10% | Add +0.2% | 31,082 | $824K |
| Avalon Capital Management | 0.22% | No change | 31,050 | $823K |
| Barnett & Company, Inc. | 0.64% | Reduce -1.9% | 30,937 | $820K |
| Loudon Investment Management, LLC | 0.45% | Reduce -1.0% | 30,901 | $819K |
| Institute for Wealth Management, LLC. | 0.09% | Add +0.4% | 30,557 | $810K |
| Ancora Advisors LLC | 0.02% | Add +4.3% | 30,515 | $809K |
| Traphagen Investment Advisors LLC | 0.08% | Add +4.3% | 30,508 | $808K |
| Meridian Management Co. | 0.22% | New | 30,398 | $806K |
| XTX Topco Ltd | 0.03% | New | 30,380 | $805K |
| Florida Trust Wealth Management Co | 0.02% | No change | 30,199 | $800K |
| Oarsman Capital, Inc. | 0.13% | Add +4.0% | 30,071 | $797K |
| Wooster Corthell Wealth Management, Inc. | 0.15% | Add +12.5% | 29,927 | $793K |
| Connecticut Wealth Management, LLC | 0.04% | Add +1.5% | 29,600 | $784K |
| Mission Wealth Management, LP | 0.02% | Add +51.6% | 29,526 | $782K |
| Valicenti Advisory Services Inc. | 0.18% | Add +4.9% | 29,508 | $782K |
| TFR Capital, LLC. | 0.28% | Reduce -1.6% | 29,371 | $778K |
| Certuity, LLC | 0.07% | No change | 21,946 | $770K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -0.6% | 29,040 | $770K |
| Rench Wealth Management, Inc. | 0.24% | Reduce -0.7% | 28,970 | $768K |
| Balefire, LLC | 0.17% | Add +3.1% | 28,944 | $767K |
| CCG Wealth Management, LLC | 0.40% | No change | 28,659 | $759K |
| Magnus Financial Group LLC | 0.07% | Add +21.2% | 28,648 | $759K |
| Wilkins Miller Wealth Management, LLC | 0.52% | Reduce -1.8% | 28,597 | $758K |
| Bailard, Inc. | 0.02% | Reduce -12.0% | 28,538 | $756K |
| Orcam Financial Group | 0.65% | Reduce -23.2% | 28,451 | $754K |
| Brasada Capital Management, LP | 0.13% | No change | 27,552 | $754K |
| Van Cleef Asset Management,Inc | 0.08% | Reduce -2.4% | 28,430 | $753K |
| Transatlantique Private Wealth LLC | 0.28% | Add +4.8% | 28,388 | $752K |
| Stonebrook Private Inc. | 0.18% | Reduce -11.9% | 28,332 | $751K |
| Schmidt P J Investment Management Inc. | 0.13% | Add +0.2% | 28,259 | $749K |
| Councilor Wealth, LLC | 0.35% | Reduce -0.7% | 28,120 | $745K |
| Level Wealth Management LLC | 0.43% | Add +0.5% | 28,120 | $745K |
| Bonfire Financial | 0.61% | No change | 27,918 | $740K |
| Strategies Wealth Advisors, LLC | 0.08% | Add +0.0% | 27,902 | $739K |
| Howe & Rusling Inc. | 0.05% | Add +56.6% | 27,867 | $738K |
| Weik Capital Management | 0.29% | Add +4.5% | 27,810 | $737K |
| Sage Financial Group Inc. | 0.05% | Add +0.1% | 27,724 | $735K |
| Fund Evaluation Group, LLC | 0.03% | New | 27,715 | $734K |
| Beacon Financial Advisory LLC | 0.19% | Add +27.9% | 27,703 | $734K |
| Invst, LLC | 0.09% | Add +5.2% | 27,345 | $725K |
| Quartz Partners, LLC | 0.33% | New | 27,290 | $723K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 27,220 | $721K |
| Clear Point Advisors Inc. | 0.61% | Reduce -9.3% | 27,202 | $721K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -18.5% | 27,108 | $718K |
| Chapin Davis, Inc. | 0.20% | Add +31.7% | 27,055 | $717K |
| V. M. Manning & Co., Inc. | 0.79% | — | 25,668 | $716K |
| Front Row Advisors LLC | 0.25% | Add +8.2% | 26,992 | $715K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +0.1% | 26,983 | $715K |
| Sawgrass Asset Management LLC | 0.08% | Add +0.7% | 26,832 | $711K |
| Traynor Capital Management, Inc. | 0.05% | Add +0.2% | 26,244 | $710K |
| FSM Wealth Advisors, LLC | 0.12% | Add +11.8% | 26,187 | $709K |
| Old Mission Investment Co LLC | 0.19% | Reduce -29.2% | 26,638 | $706K |
| Rainey & Randall Wealth Advisors Inc. | 0.13% | Add +0.6% | 26,628 | $706K |
| Safe Harbor Fiduciary, LLC | 0.66% | Add +73769.4% | 26,593 | $705K |
| Carret Asset Management, LLC | 0.08% | Add +13.5% | 26,510 | $703K |
| Faithward Advisors, LLC | 0.11% | Add +6.0% | 26,456 | $701K |
| Summit Wealth & Retirement Planning, Inc. | 0.19% | Add +0.3% | 26,393 | $699K |
| Madison Wealth Partners, Inc | 0.15% | Reduce -26.1% | 26,392 | $699K |
| North Star Asset Management Inc. | 0.03% | Add +4.6% | 26,367 | $699K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +75.8% | 26,338 | $698K |
| Townsquare Capital LLC | 0.07% | Reduce -88.2% | 26,181 | $694K |
| Jane Street Group, LLC | 0.00% | Add +44.7% | 26,170 | $694K |
| Builder Investment Group Inc. | 0.17% | Add +0.1% | 26,075 | $691K |
| SOA Wealth Advisors, LLC. | 0.13% | Reduce -28.6% | 26,005 | $689K |
| Wisconsin Wealth Advisors, LLC | 0.79% | Add +116.5% | 25,975 | $688K |
| Perissos Private Wealth Management, LLC | 0.54% | Add +2.4% | 25,945 | $688K |
| LCNB Corp. | 0.24% | Add +15.2% | 25,910 | $687K |
| Drive Wealth Management, LLC | 0.15% | Reduce -0.5% | 25,877 | $686K |
| Red Crane Wealth Management, LLC | 0.62% | Reduce -13.3% | 25,853 | $685K |
| Smart Portfolios, LLC | 0.69% | Add +0.7% | 25,825 | $684K |
| Rothschild Investment LLC | 0.04% | Reduce -0.3% | 25,811 | $684K |
| Greenhouse Wealth Management, LLC | 0.44% | Reduce -1.8% | 25,737 | $682K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | No change | 25,731 | $682K |
| Capital Management Associates, Inc | 0.22% | Reduce -50.5% | 25,695 | $681K |
| FineMark National Bank & Trust | 0.02% | No change | 25,657 | $680K |
| Centricity Wealth Management, LLC | 0.54% | Reduce -14.2% | 25,575 | $678K |
| Fort Sheridan Advisors LLC | 0.10% | Add +52.6% | 25,557 | $677K |
| Key Financial Inc | 0.14% | Add +1.2% | 25,340 | $672K |
| O'ROURKE & COMPANY, Inc | 0.31% | Add +7.6% | 25,282 | $670K |
| Sharkey, Howes & Javer | 0.09% | Add +4.2% | 25,270 | $670K |
| Planned Solutions, Inc. | 0.26% | Add +1.1% | 25,242 | $669K |
| Lederer & Associates Investment Counsel | 0.44% | Add +1.5% | 25,162 | $667K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -9.9% | 25,069 | $664K |
| American Capital Advisory, LLC | 0.33% | Add +34.4% | 24,982 | $662K |
| Forum Financial Management, LP | 0.01% | Add +9.8% | 24,885 | $659K |
| Trilogy Capital Inc. | 0.03% | Add +8.0% | 24,824 | $658K |
| LifePlan Financial, LLC | 0.54% | Add +3.7% | 24,804 | $657K |
| FSA Investment Group, LLC | 0.49% | Add +1.5% | 24,796 | $657K |
| McAlister, Sweet & Associates, Inc. | 0.58% | Reduce -5.7% | 24,739 | $656K |
| KMG Fiduciary Partners, LLC | 0.05% | Reduce -9.3% | 24,718 | $655K |
| Johnson Financial Group, Inc. | 0.03% | No change | 24,696 | $654K |
| Gateway Wealth Partners, LLC | 0.12% | Add +90.6% | 24,558 | $651K |
| CGN Advisors LLC | 0.06% | Add +11.8% | 24,417 | $647K |
| Nalls Sherbakoff Group, LLC | 0.47% | Add +9.4% | 24,308 | $644K |
| Appleton Partners Inc. | 0.05% | Reduce -0.2% | 24,319 | $644K |
| Hobbs Group Advisors, LLC | 0.22% | Reduce -70.7% | 24,226 | $642K |
| Beacon Capital Management, LLC | 0.09% | Reduce -9.3% | 24,098 | $639K |
| Dominguez Wealth Management Solutions, Inc. | 0.44% | Add +0.8% | 24,080 | $638K |
| Cypress Capital, LLC | 0.19% | Reduce -1.0% | 24,043 | $637K |
| Austin Private Wealth, LLC | 0.05% | Reduce -7.2% | 24,026 | $637K |
| WFA of San Diego, LLC | 0.47% | — | 23,828 | $631K |
| Fusion Capital, LLC | 0.22% | Reduce -2.0% | 23,780 | $630K |
| Breakwater Capital Group | 0.10% | Reduce -1.7% | 23,699 | $628K |
| Schrum Private Wealth Management LLC | 0.50% | Add +0.7% | 23,665 | $627K |
| Capital Advisors Wealth Management, LLC | 0.10% | Add +3.6% | 23,647 | $627K |
| Ridgecrest Wealth Partners, LLC | 0.33% | Reduce -3.2% | 23,638 | $626K |
| SP Asset Management LLC | 0.05% | Add +2.5% | 23,606 | $626K |
| Stewardship Advisors, LLC | 0.16% | No change | 23,513 | $623K |
| Financial Partners Group, LLC | 0.22% | Add +0.3% | 23,379 | $620K |
| Dale Q Rice Investment Management Ltd | 0.51% | Reduce -48.9% | 22,983 | $619K |
| Aerodigm Wealth, LLC | 0.30% | Add +2.6% | 23,302 | $618K |
| Trust Co. of Toledo NA | 0.07% | New | 23,283 | $617K |
| Federated Hermes, Inc. | 0.00% | No change | 23,269 | $617K |
| Cornell Pochily Investment Advisors, Inc. | 0.20% | Add +0.3% | 23,186 | $614K |
| Lyell Wealth Management, LP | 0.05% | Reduce -4.9% | 23,179 | $614K |
| Retirement Planning Group, LLC | 0.03% | Add +0.5% | 23,123 | $613K |
| First Financial Corp. | 0.27% | No change | 23,031 | $610K |
| Davis Wealth Advisors, LLC | 0.65% | Add +0.8% | 23,024 | $610K |
| GPS Wealth Strategies Group, LLC | 0.07% | Reduce -7.7% | 22,911 | $607K |
| Fulcrum Capital LLC | 0.13% | No change | 22,885 | $606K |
| Brooks, Moore & Associates, Inc. | 0.33% | Reduce -30.6% | 22,815 | $605K |
| Baldwin Investment Management, LLC | 0.07% | Add +1.0% | 22,711 | $602K |
| Gemmer Asset Management LLC | 0.05% | No change | 22,692 | $601K |
| Commonwealth Financial Services, LLC | 0.12% | Add +131.6% | 22,645 | $600K |
| Tiller Private Wealth, Inc. | 0.23% | Reduce -16.7% | 22,619 | $600K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -1.6% | 22,638 | $600K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -21.2% | 22,437 | $595K |
| Brookwood Investment Group LLC | 0.10% | New | 22,301 | $591K |
| Sigma Investment Counselors Inc. | 0.03% | Add +8.0% | 22,243 | $589K |
| Salomon & Ludwin, LLC | 0.06% | Reduce -4.9% | 21,374 | $584K |
| Optima Capital LLC | 0.31% | Reduce -76.0% | 21,970 | $582K |
| Martin Capital Partners, LLC | 0.23% | New | 21,967 | $582K |
| Fairway Wealth LLC | 0.19% | No change | 21,957 | $582K |
| Prelude Capital Management, LLC | 0.06% | New | 21,854 | $579K |
| Investment Partners Asset Management, Inc. | 0.40% | Add +0.9% | 21,846 | $579K |
| Avantra Family Wealth, Inc. | 0.48% | Reduce -5.0% | 21,836 | $579K |
| Brick & Kyle, Associates | 0.26% | Add +50.5% | 21,097 | $578K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +1.0% | 21,773 | $577K |
| OMC Financial Services LTD | 0.23% | Reduce -2.7% | 21,679 | $574K |
| Conservest Capital Advisors, Inc. | 0.06% | New | 21,660 | $574K |
| Ironwood Financial, llc | 0.12% | No change | 20,492 | $573K |
| Mission Creek Capital Partners, Inc. | 0.13% | Reduce -1.6% | 21,575 | $572K |
| Verity & Verity, LLC | 0.05% | Add +1.5% | 21,569 | $572K |
| Aldebaran Financial Inc. | 0.63% | No change | 21,524 | $570K |
| Summit Trail Advisors, LLC | 0.01% | New | 21,448 | $568K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -26.1% | 21,446 | $568K |
| FSB Premier Wealth Management, Inc. | 0.20% | Reduce -0.5% | 21,303 | $565K |
| Tidemark, LLC | 0.18% | No change | 20,976 | $556K |
| Bridgewealth Advisory Group, LLC | 0.14% | Reduce -14.2% | 20,916 | $554K |
| Foresight Capital Management Advisors, Inc. | 0.32% | Add +0.5% | 20,894 | $554K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -7.2% | 20,851 | $553K |
| Calamos Wealth Management LLC | 0.02% | Add +138.5% | 20,793 | $551K |
| Mirador Capital Partners LP | 0.09% | Add +2.0% | 20,644 | $547K |
| Bordeaux Wealth Advisors LLC | 0.07% | Reduce -8.4% | 20,567 | $545K |
| Aspen Wealth Strategies, LLC | 0.33% | Reduce -0.9% | 20,537 | $544K |
| Kelleher Financial Advisors | 0.19% | Add +0.3% | 20,522 | $544K |
| FC Advisory LLC | 0.17% | Add +0.3% | 20,517 | $544K |
| Bedel Financial Consulting, Inc. | 0.07% | Reduce -1.8% | 20,510 | $544K |
| Tranquility Partners, LLC | 0.19% | Add +4.7% | 20,395 | $540K |
| Novem Group | 0.07% | Reduce -93.2% | 20,362 | $540K |
| Lantern Wealth Advisors, LLC | 0.32% | — | 20,343 | $539K |
| Cobblestone Capital Advisors LLC | 0.03% | Reduce -0.6% | 20,233 | $536K |
| Balboa Wealth Partners | 0.11% | Add +8.6% | 20,179 | $535K |
| Advisor OS, LLC | 0.05% | Add +51.1% | 20,174 | $535K |
| Northstar Financial Companies, Inc. | 0.55% | Reduce -0.2% | 20,028 | $531K |
| Optiver Holding B.V. | 0.01% | New | 20,000 | $530K |
| Signaturefd, LLC | 0.01% | Reduce -5.3% | 19,991 | $530K |
| Evergreen Capital Management LLC | 0.02% | Add +4.9% | 19,957 | $529K |
| Covington Investment Advisors Inc. | 0.08% | Add +4.5% | 19,871 | $527K |
| Herold Advisors, Inc. | 0.11% | Add +1.3% | 19,854 | $526K |
| Bernardo Wealth Planning LLC | 0.11% | Add +42.3% | 19,802 | $525K |
| Clarkston Capital Partners, LLC | 0.01% | Reduce -0.1% | 19,691 | $522K |
| Emergent Wealth Advisors, LLC | 0.33% | New | 15,262 | $521K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -26.9% | 19,674 | $521K |
| Creekside Partners | 0.25% | Add +67.6% | 19,639 | $520K |
| Cross Staff Investments Inc | 0.39% | No change | 19,624 | $520K |
| Matrix Asset Advisors Inc. | 0.05% | Add +0.1% | 19,571 | $519K |
| Obermeyer Wealth Partners | 0.03% | Reduce -0.0% | 19,564 | $518K |
| Aspen Investment Management Inc | 0.22% | Add +14.9% | 19,509 | $517K |
| Zacks Investment Management | 0.00% | Reduce -50.7% | 19,478 | $516K |
| Fearless Solutions, LLC dba Best Invest | 0.36% | Reduce -3.0% | 19,238 | $510K |
| Seneca House Advisors | 0.22% | Add +5.0% | 19,185 | $508K |
| Access Financial Services, Inc. | 0.19% | Reduce -11.6% | 19,158 | $508K |
| Basepoint Wealth LLC | 0.39% | Reduce -1.3% | 19,136 | $507K |
| Patrick M Sweeney & Associates, Inc. | 0.35% | Add +17.7% | 18,535 | $507K |
| Whittier Trust Co. | 0.01% | No change | 19,029 | $504K |
| Cardiff Park Advisors, LLC | 0.04% | Reduce -51.0% | 18,981 | $503K |
| Rosenberg Matthew Hamilton | 0.12% | Add +24.8% | 18,893 | $501K |
| KG Capital Management | 0.15% | Add +64.1% | 18,887 | $501K |
| Fidelis Capital Partners, LLC | 0.05% | No change | 18,707 | $499K |
| Mach-1 Financial Group, LLC | 0.15% | Reduce -25.9% | 18,797 | $498K |
| Ring Mountain Capital, LLC | 0.30% | Reduce -0.2% | 18,403 | $497K |
| Sentinel Pension Advisors, LLC | 0.08% | Reduce -23.8% | 18,643 | $494K |
| Nicolet Advisory Services, LLC | 0.04% | New | 18,701 | $493K |
| PDS Planning, Inc | 0.04% | Reduce -2.2% | 18,502 | $490K |
| Oldfather Financial Services, LLC | 0.17% | Reduce -12.2% | 18,499 | $490K |
| Colonial Trust Co / SC | 0.07% | No change | 18,530 | $489K |
| Sightline Wealth Advisors, LLC | 0.23% | Add +0.3% | 18,313 | $485K |
| Destination Wealth Management | 0.01% | Reduce -20.6% | 18,280 | $484K |
| TFG Advisers LLC | 0.17% | Add +17.4% | 18,261 | $484K |
| Strategy Asset Managers LLC | 0.09% | Add +80.0% | 18,208 | $483K |
| Cornerstone Wealth Group, LLC | 0.04% | Reduce -59.2% | 18,205 | $482K |
| Andrews, Lucia Wealth Management LLC | 0.31% | Add +1.9% | 18,189 | $482K |
| Mezzasalma Advisors, LLC | 0.14% | Reduce -0.1% | 18,181 | $482K |
| Leisure Capital Management | 0.18% | Add +5.7% | 18,175 | $482K |
| Pinion Investment Advisors, LLC | 0.17% | Reduce -50.3% | 18,159 | $481K |
| Keystone Wealth Services, LLC | 0.12% | Add +22.3% | 18,158 | $481K |
| Wolfstich Capital, LLC | 1.05% | Reduce -29.7% | 18,051 | $478K |
| Ullmann Wealth Partners Group, LLC | 0.06% | Add +46.0% | 17,956 | $476K |
| Mather Group, Llc. | 0.01% | Add +34.4% | 17,861 | $473K |
| Godsey & Gibb, Inc. | 0.04% | Reduce -0.4% | 17,830 | $472K |
| Omega Financial Group, LLC | 0.17% | Add +7.0% | 17,697 | $469K |
| Angeles Wealth Management, LLC | 0.03% | Add +68.3% | 17,673 | $468K |
| Etesian Wealth Advisors, Inc. | 0.17% | Add +123.3% | 17,670 | $468K |
| Tsfg, LLC | 0.08% | Add +0.6% | 17,658 | $468K |
| American Trust | 0.04% | New | 17,584 | $466K |
| Centerpoint Advisors, LLC | 0.16% | Add +0.1% | 17,509 | $464K |
| Andina Capital Management, LLC | 0.32% | New | 17,505 | $464K |
| Pflug Koory, LLC | 0.24% | Add +17.8% | 17,478 | $463K |
| Fiduciary Advisors, Inc. | 0.41% | Add +1.0% | 17,456 | $463K |
| Sage Capital Advisors,llc | 0.11% | Reduce -15.0% | 17,455 | $463K |
| Patton Albertson Miller Group, LLC | 0.06% | Reduce -9.0% | 17,431 | $462K |
| Uptick Partners, LLC | 0.13% | Add +9.4% | 17,428 | $462K |
| Comprehensive Money Management Services LLC | 0.35% | Reduce -4.4% | 17,375 | $460K |
| Investmark Advisory Group LLC | 0.21% | Reduce -9.8% | 17,313 | $459K |
| Meridian Wealth Advisors, LLC | 0.07% | No change | 17,163 | $455K |
| Heritage Oak Wealth Advisors LLC | 0.18% | Add +4.5% | 17,157 | $455K |
| Valley Wealth Managers, Inc. | 0.03% | Reduce -53.2% | 17,153 | $455K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +20.1% | 17,133 | $454K |
| Essex Bank | 0.11% | No change | 17,082 | $453K |
| Regions Financial Corp. | 0.00% | Reduce -1.3% | 17,022 | $451K |
| Darden Wealth Group Inc | 0.27% | Add +0.8% | 17,016 | $451K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -1.9% | 16,948 | $449K |
| Van Hulzen Asset Management, LLC | 0.04% | Reduce -2.1% | 16,804 | $445K |
| 1ST Source Bank | 0.02% | No change | 16,669 | $442K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -1.3% | 16,641 | $441K |
| Trust Co | 0.05% | Reduce -88.0% | 16,577 | $439K |
| Leading Edge Financial Planning LLC | 0.12% | Add +9.2% | 16,564 | $439K |
| Cura Wealth Advisors, LLC | 0.20% | Add +38.4% | 16,531 | $438K |
| Davis R M Inc. | 0.01% | Reduce -0.9% | 16,518 | $438K |
| Prospera Capital Management, LLC | 0.24% | Reduce -13.9% | 16,500 | $437K |
| Carrera Capital Advisors | 0.09% | Add +1.0% | 16,466 | $436K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -30.0% | 16,403 | $435K |
| Sovereign Financial Group, Inc. | 0.09% | Add +8.7% | 16,352 | $433K |
| International Private Wealth Advisors LLC | 0.37% | Reduce -4.8% | 16,291 | $432K |
| RMR Wealth Builders | 0.04% | Add +3.3% | 16,285 | $432K |
| Private Client Services, LLC | 0.17% | Reduce -3.9% | 16,222 | $430K |
| Westwood Holdings Group Inc. | 0.00% | No change | 16,163 | $428K |
| 49 Wealth Management, LLC | 0.05% | Reduce -16.1% | 16,101 | $427K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 16,086 | $426K |
| Investment Counsel Co. of Nevada | 0.87% | No change | 16,063 | $426K |
| JB Capital LLC | 0.02% | Add +19.7% | 16,036 | $425K |
| Cahaba Wealth Management, Inc. | 0.03% | New | 16,018 | $424K |
| Daymark Wealth Partners, LLC | 0.02% | Add +18.2% | 15,980 | $423K |
| Wealthstar Advisors, LLC | 0.16% | No change | 15,978 | $423K |
| Northeast Financial Consultants Inc | 0.02% | No change | 15,951 | $423K |
| Kestra Investment Management, LLC | 0.01% | Reduce -79.9% | 15,933 | $422K |
| Kingsman Wealth Management, Inc. | 0.26% | Reduce -0.8% | 15,834 | $420K |
| Sanchez Wealth Management Group | 0.10% | No change | 15,829 | $419K |
| Thompson Davis & Co., Inc. | 0.29% | Reduce -5.5% | 15,821 | $419K |
| Brown Wealth Management, LLC | 0.13% | No change | 15,773 | $418K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +2.9% | 15,636 | $414K |
| Fiduciary Family Office, LLC | 0.13% | Add +3.2% | 15,483 | $410K |
| Pine Haven Investment Counsel, Inc | 0.32% | Add +24.2% | 15,479 | $410K |
| Apella Capital, LLC | 0.01% | Add +80.0% | 15,102 | $409K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Add +11.9% | 15,413 | $408K |
| First Foundation Advisors | 0.02% | Add +11.6% | 15,394 | $408K |
| Ridgeline Wealth Planning, LLC | 0.33% | Reduce -8.8% | 15,353 | $407K |
| Howland Capital Management LLC | 0.02% | No change | 15,332 | $406K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -5.0% | 15,301 | $405K |
| Duncker Streett & Co. Inc. | 0.07% | Add +0.0% | 15,295 | $405K |
| ZynergyRetirementPlanningLLC | 0.27% | Reduce -9.9% | 15,277 | $405K |
| Heritage Wealth Management, Inc. | 0.13% | Add +6.6% | 15,274 | $405K |
| Beaird Harris Wealth Management, LLC | 0.03% | Add +7733.0% | 15,196 | $403K |
| First Horizon Advisors, Inc. | 0.01% | Add +3.8% | 15,176 | $402K |
| Tenon Financial LLC | 0.18% | Add +0.0% | 15,132 | $401K |
| Stockman Wealth Management, Inc. | 0.05% | Reduce -2.0% | 15,132 | $401K |
| DKM Wealth Management, Inc. | 0.34% | Reduce -14.0% | 15,060 | $399K |
| Cascade Financial Partners, LLC | 0.05% | Reduce -28.7% | 15,034 | $398K |
| Oxbow Advisors, LLC | 0.04% | Add +21.6% | 15,005 | $398K |
| CM Wealth Advisors LLC | 0.12% | No change | 14,883 | $394K |
| Acorn Financial Advisory Services Inc. | 0.06% | Add +31.6% | 14,756 | $391K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -19.5% | 14,712 | $390K |
| Silver Lake Advisory, LLC | 0.17% | Add +0.9% | 14,693 | $389K |
| Financial Advisors Network, Inc. | 0.06% | Add +1.5% | 14,662 | $389K |
| Chokshi & Queen Wealth Advisors, Inc | 0.22% | No change | 14,620 | $387K |
| OneAscent Wealth Management LLC | 0.14% | Reduce -14.5% | 14,617 | $387K |
| GoalVest Advisory LLC | 0.10% | No change | 14,595 | $387K |
| Alley Investment Management Company, LLC | 0.05% | Reduce -4.6% | 14,570 | $386K |
| Sterling Investment Advisors, Ltd. | 0.08% | Add +0.0% | 14,474 | $384K |
| National Wealth Management Group, LLC | 0.21% | Reduce -3.5% | 14,457 | $383K |
| Castle Wealth Management LLC | 0.14% | Add +0.1% | 14,422 | $382K |
| Ballast, Inc. | 0.10% | No change | 14,415 | $382K |
| Capital Market Strategies LLC | 0.27% | Reduce -8.4% | 14,414 | $382K |
| Argus Investors' Counsel, Inc. | 0.27% | No change | 14,375 | $381K |
| Successful Portfolios LLC | 0.23% | Reduce -3.1% | 14,372 | $381K |
| AA Financial Advisors, LLC | 0.08% | Add +8.6% | 14,366 | $381K |
| Element Wealth, LLC | 0.17% | Add +5.3% | 14,334 | $380K |
| Glenmede Investment Management, LP | 0.00% | — | 14,301 | $379K |
| Legacy Financial Advisors, Inc. | 0.06% | Reduce -0.5% | 14,269 | $378K |
| Compass Advisory Group LLC | 0.12% | Add +8.2% | 14,258 | $378K |
| Strategic Advocates LLC | 0.11% | Reduce -2.5% | 14,254 | $378K |
| Prosperity Wealth Management, Inc. | 0.14% | Add +16.9% | 14,206 | $376K |
| TFB Advisors LLC | 0.10% | Reduce -16.6% | 14,178 | $376K |
| MCF Advisors LLC | 0.02% | Add +342.9% | 14,169 | $375K |
| Topsail Wealth Management, LLC | 0.07% | No change | 14,142 | $375K |
| Generation Capital Management LLC | 0.30% | No change | 14,131 | $374K |
| Washington Trust Bank | 0.03% | New | 14,106 | $374K |
| Sunflower Bank, N.A. | 0.09% | Add +0.0% | 14,082 | $373K |
| Tactive Advisors, LLC | 0.12% | — | 14,077 | $373K |
| Harbor Investment Advisory, LLC | 0.03% | Add +7.4% | 14,022 | $372K |
| CPR Investments Inc. | 0.29% | Add +25.9% | 14,018 | $371K |
| Proficio Capital Partners LLC | 0.02% | No change | 14,007 | $371K |
| GPM Growth Investors, Inc. | 0.15% | Reduce -9.1% | 13,990 | $371K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 13,965 | $370K |
| Tandem Investment Partners LLC | 0.32% | Add +1.8% | 13,957 | $370K |
| Obsidian Cio, LLC | 0.05% | Reduce -6.8% | 13,930 | $369K |
| Frederick Financial Consultants, LLC | 0.23% | Reduce -11.4% | 13,889 | $368K |
| Everest Private Wealth | 0.26% | New | 13,853 | $367K |
| First Citizens Bank & Trust Co. | 0.01% | New | 13,789 | $365K |
| Partners Wealth Management, LLC | 0.41% | No change | 13,061 | $364K |
| Kane Investment Management, Inc. | 0.19% | Reduce -36.7% | 13,730 | $364K |
| Waterfront Wealth Inc. | 0.08% | New | 13,730 | $364K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -7.7% | 13,645 | $362K |
| Legacy Solutions, LLC | 0.34% | Reduce -2.3% | 13,534 | $359K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 4,235 | $358K |
| Granite Bay Wealth Management, LLC | 0.11% | Reduce -35.0% | 13,483 | $357K |
| Global Trust Asset Management, LLC | 0.19% | Add +76.6% | 13,465 | $357K |
| Studio Investment Management LLC | 0.07% | Add +8.2% | 13,455 | $357K |
| McIlrath & Eck, LLC | 0.04% | Add +1.0% | 13,354 | $354K |
| Uptown Financial Advisors LLC | 0.33% | No change | 13,350 | $354K |
| Sepio Capital, LP | 0.03% | Add +3.4% | 13,269 | $352K |
| AssuredPartners Investment Advisors, LLC | 0.09% | Reduce -92.4% | 13,263 | $351K |
| RKL Wealth Management LLC | 0.03% | Reduce -6.7% | 13,193 | $350K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -3.3% | 13,162 | $349K |
| Wealth Effects LLC | 0.13% | Reduce -7.9% | 13,126 | $348K |
| Centerpoint Advisory Group | 0.30% | No change | 13,125 | $348K |
| Citrine Capital LLC | 0.18% | No change | 13,089 | $347K |
| Procyon Advisors, LLC | 0.03% | Reduce -8.0% | 13,076 | $347K |
| GW Henssler & Associates Ltd. | 0.02% | Reduce -23.5% | 13,055 | $346K |
| Old North State Wealth Management, LLC | 0.18% | Reduce -1.7% | 13,050 | $346K |
| NovaPoint Capital, LLC | 0.11% | No change | 13,026 | $345K |
| NorthRock Partners, LLC | 0.01% | Reduce -4.5% | 12,960 | $345K |
| Pine Harbor Wealth Management, LLC | 0.12% | Reduce -8.6% | 12,994 | $344K |
| Buck Wealth Strategies, LLC | 0.05% | Add +37.9% | 12,970 | $344K |
| Meadow Creek Wealth Advisors LLC | 0.23% | No change | 12,952 | $343K |
| Security National Bank of So Dak | 0.19% | No change | 12,930 | $343K |
| Shakespeare Wealth Management, LLC | 0.09% | No change | 12,927 | $343K |
| YANKCOM Partnership | 0.17% | No change | 12,921 | $342K |
| GC Wealth Management RIA, LLC | 0.03% | Add +28.5% | 12,894 | $342K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Reduce -91.7% | 12,867 | $341K |
| Pinnacle Wealth Management Group, Inc. | 0.19% | Add +0.3% | 12,821 | $340K |
| GGM Financial LLC | 0.20% | Add +0.3% | 12,767 | $338K |
| Evolution Wealth Management Inc. | 0.42% | — | 12,752 | $338K |
| Horizon Investment Services, LLC | 0.15% | Reduce -34.8% | 12,727 | $337K |
| Capital Advisors, Ltd. LLC | 0.04% | Add +17.7% | 12,634 | $335K |
| St Germain D J Co. Inc. | 0.01% | Reduce -11.2% | 12,615 | $334K |
| Stone Summit Wealth LLC | 0.10% | No change | 12,561 | $333K |
| Charis Legacy Partners, LLC | 0.55% | Reduce -43.1% | 12,531 | $332K |
| Rehmann Capital Advisory Group | 0.02% | Add +27.7% | 12,492 | $331K |
| Hutchens & Kramer Investment Management Group, LLC | 0.15% | Reduce -10.7% | 12,226 | $331K |
| SK Wealth Management, LLC | 0.14% | Add +1.0% | 12,043 | $329K |
| Promethium Advisors,llc | 0.20% | Reduce -44.7% | 12,342 | $327K |
| Plan Group Financial, LLC | 0.11% | Reduce -50.0% | 12,336 | $327K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +0.4% | 12,319 | $326K |
| Forum Private Client Group LLC | 0.13% | New | 12,261 | $325K |
| Members Advisory Group LLC | 0.12% | Reduce -3.6% | 12,219 | $324K |
| Vigilare Wealth Management | 0.12% | Reduce -25.5% | 12,217 | $324K |
| Sage Investment Counsel LLC | 0.37% | Reduce -24.8% | 12,147 | $322K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -75.7% | 11,744 | $321K |
| Blue Sky Capital Consultants Group, Inc. | 0.17% | Reduce -14.9% | 12,118 | $321K |
| J2 Capital Management Inc | 0.26% | No change | 12,114 | $321K |
| SIMA Wealth Partners, LLC | 0.26% | Add +0.1% | 12,110 | $321K |
| PTM Wealth Management, LLC | 0.21% | Add +3.6% | 11,729 | $321K |
| Klingman & Associates, LLC | 0.02% | Reduce -1.5% | 12,050 | $319K |
| Fairfield Financial Advisors, LTD | 0.11% | New | 12,009 | $318K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 11,982 | $318K |
| Cascade Wealth Advisors, Inc | 0.18% | New | 11,802 | $317K |
| D L Carlson Investment Group Inc. | 0.06% | Add +28.4% | 11,926 | $316K |
| Fairfield, Bush & Co. | 0.18% | New | 11,886 | $315K |
| SkyOak Wealth, LLC | 0.06% | Add +0.2% | 11,877 | $315K |
| Principia Wealth Advisory, LLC | 0.27% | New | 11,781 | $312K |
| Straight Path Wealth Management | 0.11% | Reduce -2.7% | 11,760 | $312K |
| Welch Group, LLC | 0.01% | Add +44.7% | 11,724 | $311K |
| Leeward Financial Partners, LLC | 0.10% | New | 11,650 | $309K |
| Grandview Asset Management LLC | 0.10% | Reduce -4.6% | 11,589 | $307K |
| Frisch Financial Group, Inc. | 0.08% | Add +11.2% | 11,576 | $307K |
| Old National Bancorp | 0.01% | Reduce -16.2% | 11,563 | $306K |
| Forte Capital LLC | 0.03% | Add +28.3% | 11,553 | $306K |
| Pegasus Asset Management, Inc. | 0.10% | Reduce -2.8% | 11,473 | $304K |
| Peoples Bank | 0.19% | Reduce -85.2% | 11,459 | $304K |
| Flagstar Securities, Inc. | 0.08% | Add +4.6% | 11,436 | $303K |
| Milestone Asset Management, LLC | 0.06% | No change | 11,403 | $302K |
| Owen LaRue, LLC | 0.13% | Add +1.0% | 11,303 | $300K |
| Main Street Group, LTD | 0.11% | Add +20.1% | 11,291 | $299K |
| Caldwell Sutter Capital, Inc. | 0.14% | Add +6.7% | 11,258 | $298K |
| Heirloom Wealth Management | 0.08% | Reduce -14.2% | 11,200 | $297K |
| Quotient Wealth Partners, LLC | 0.01% | New | 11,184 | $296K |
| Scott Marsh Financial, LLC | 0.11% | — | 11,168 | $296K |
| Security National Bank of Sioux City Iowa | 0.21% | No change | 11,070 | $293K |
| Crescent Grove Advisors, LLC | 0.03% | Add +0.8% | 11,021 | $292K |
| Lodestone Wealth Management LLC | 0.14% | Add +17.8% | 11,018 | $292K |
| Cherry Tree Wealth Management, LLC | 0.07% | Reduce -30.8% | 10,923 | $289K |
| Litman Gregory Wealth Management LLC | 0.02% | Add +0.7% | 10,913 | $289K |
| Woodward Diversified Capital, LLC | 0.15% | Reduce -4.4% | 10,908 | $289K |
| Copley Financial Group, Inc. | 0.21% | Reduce -15.7% | 10,900 | $289K |
| Burke & Herbert Bank & Trust Co. | 0.06% | New | 10,885 | $288K |
| Finer Wealth Management, Inc. | 0.15% | Reduce -15.3% | 10,834 | $287K |
| Alpha Financial Advisors, LLC | 0.11% | Add +1.0% | 10,814 | $287K |
| Northcape Wealth Management, LLC | 0.09% | No change | 10,800 | $286K |
| HFG Advisors, Inc. | 0.23% | No change | 10,770 | $285K |
| Strategic Advisors LLC | 0.06% | Reduce -29.7% | 10,713 | $284K |
| Tanglewood Wealth Management, Inc. | 0.03% | No change | 10,677 | $283K |
| Johnson Bixby & Associates, LLC | 0.04% | No change | 10,592 | $281K |
| Global Assets Advisory, LLC | 0.11% | Reduce -15.8% | 10,367 | $280K |
| Empire Financial Management Company, LLC | 0.08% | Reduce -0.6% | 10,562 | $280K |
| Revisor Wealth Management LLC | 0.10% | Reduce -44.0% | 10,166 | $280K |
| Delta Asset Management LLC | 0.02% | Add +0.5% | 10,550 | $280K |
| Blue Trust, Inc. | 0.00% | Reduce -63.7% | 10,549 | $280K |
| Morris Financial Concepts, Inc. | 0.11% | No change | 10,545 | $279K |
| McElhenny Sheffield Capital Management, LLC | 0.07% | No change | 10,515 | $279K |
| Charter Capital Management, LLC\DE | 0.16% | — | 10,496 | $278K |
| Financial Gravity Companies, Inc. | 0.05% | — | 10,450 | $277K |
| Integrity Financial Corp | 0.14% | New | 10,444 | $277K |
| Seelaus Asset Management LLC | 0.25% | Reduce -32.4% | 10,437 | $277K |
| Tenret Co LLC | 0.15% | No change | 10,425 | $276K |
| Summit Global Investments | 0.02% | Reduce -35.9% | 10,425 | $276K |
| Cambria Investment Management, L.P. | 0.02% | New | 10,414 | $276K |
| Empowered Funds, LLC | 0.00% | Reduce -96.4% | 10,414 | $276K |
| Eagle Rock Investment Company, LLC | 0.04% | Add +0.9% | 10,395 | $275K |
| MBL Wealth, LLC | 0.03% | Reduce -4.3% | 10,380 | $275K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 10,362 | $275K |
| Rice Partnership, LLC | 0.05% | Reduce -7.0% | 10,329 | $274K |
| UNIVEST FINANCIAL Corp | 0.02% | Reduce -3.2% | 10,306 | $273K |
| Trust Co. of Vermont | 0.01% | Add +10.2% | 10,247 | $272K |
| Harbor Advisory Corp. | 0.09% | No change | 10,227 | $271K |
| Firethorn Wealth Partners, LLC | 0.12% | Add +0.0% | 10,200 | $270K |
| Samalin Investment Counsel, LLC | 0.10% | Add +1.0% | 10,191 | $270K |
| D'Orazio & Associates, Inc. | 0.04% | Reduce -55.2% | 10,118 | $268K |
| River Wealth Advisors LLC | 0.03% | Reduce -3.5% | 10,115 | $268K |
| Foster & Motley Inc. | 0.02% | Add +0.2% | 10,101 | $268K |
| Strategic Financial Partners, Ltd. | 0.12% | Add +1.0% | 10,085 | $267K |
| Peachtree Investment Partners, LLC | 0.10% | Reduce -8.8% | 10,058 | $267K |
| Centennial Bank | 0.11% | No change | 10,055 | $266K |
| Jackson Thornton Wealth Management, LLC | 0.03% | No change | 9,738 | $266K |
| Raub Brock Capital Management LP | 0.06% | Add +1.0% | 10,016 | $265K |
| Payne Capital Management, LLC | 0.10% | No change | 10,011 | $265K |
| Waterford Advisors, LLC | 0.10% | Add +26.0% | 12,580 | $265K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Add +1.9% | 9,981 | $264K |
| Grey Ledge Advisors, LLC | 0.06% | Add +471.5% | 24,490 | $264K |
| Heritage Trust Co | 0.03% | Reduce -25.1% | 9,916 | $263K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.09% | No change | 9,873 | $262K |
| Wolff Wiese Magana LLC | 0.16% | Add +0.7% | 9,857 | $261K |
| R. W. Roge & Company, Inc. | 0.15% | No change | 9,852 | $261K |
| Financial Advisors, LLC | 0.05% | Reduce -10.6% | 9,802 | $260K |
| Pacific Center for Financial Services | 0.07% | Add +1.0% | 9,738 | $258K |
| Clarendon Private LLC | 0.25% | Add +0.8% | 9,729 | $258K |
| L.M. Kohn & Company | 0.07% | Add +1.5% | 9,706 | $257K |
| Nautilus Advisors LLC | 0.19% | Reduce -2.2% | 9,704 | $257K |
| apricus wealth, LLC | 0.15% | Add +0.9% | 9,655 | $256K |
| Delta Investment Management, LLC | 0.05% | Add +11.0% | 9,648 | $256K |
| PUREfi Wealth, LLC | 0.20% | New | 9,600 | $254K |
| Smart Money Group LLC | 0.08% | Reduce -45.0% | 9,564 | $253K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -9.3% | 9,491 | $252K |
| Oakworth Capital, Inc. | 0.02% | No change | 9,482 | $251K |
| AlphaStar Capital Management, LLC | 0.02% | New | 9,471 | $251K |
| Lake Street Private Wealth, LLC | 0.04% | New | 9,452 | $250K |
| Outlook Wealth Advisors, LLC | 0.06% | No change | 9,426 | $250K |
| Marco Investment Management LLC | 0.02% | No change | 9,366 | $248K |
| Castle Rock Wealth Management, LLC | 0.06% | New | 9,146 | $248K |
| Keystone Financial Group | 0.02% | Add +0.3% | 9,335 | $247K |
| Pacific Sage Partners, LLC | 0.05% | Add +6.4% | 9,316 | $247K |
| Advisor Resource Council | 0.12% | Reduce -75.1% | 9,311 | $247K |
| Quadcap Wealth Management, LLC | 0.03% | Add +0.7% | 9,246 | $245K |
| Harmony Asset Management LLC | 0.09% | No change | 9,231 | $245K |
| Alteri Wealth LLC | 0.09% | No change | 9,138 | $242K |
| Wealth Architects, LLC | 0.02% | Reduce -5.8% | 9,098 | $241K |
| WESPAC Advisors SoCal, LLC | 0.05% | No change | 9,075 | $240K |
| Vontobel Holding Ltd. | 0.00% | New | 9,050 | $240K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -46.2% | 9,032 | $239K |
| Avos Capital Management, LLC | 0.14% | No change | 9,000 | $239K |
| Well Done, LLC | 0.04% | New | 9,000 | $239K |
| Annex Advisory Services, LLC | 0.01% | Reduce -3.0% | 8,973 | $238K |
| Brown, Lisle/Cummings, Inc. | 0.06% | Add +12.9% | 8,960 | $237K |
| Three Magnolias Financial Advisors, LLC | 0.16% | Reduce -24.7% | 8,939 | $237K |
| Provident Wealth Management, LLC | 0.08% | No change | 8,907 | $236K |
| Serenus Wealth Advisors, LLC | 0.04% | No change | 8,883 | $235K |
| Thrive Capital Management, LLC | 0.07% | New | 8,875 | $235K |
| Laraway Financial Advisors Inc | 0.18% | Add +0.1% | 8,864 | $235K |
| Clifford Group, LLC | 0.19% | Add +20.4% | 8,858 | $235K |
| Second Line Capital, LLC | 0.05% | Add +7.3% | 8,850 | $235K |
| Capital Planning LLC | 0.07% | Reduce -56.2% | 8,838 | $234K |
| Team Hewins, LLC | 0.08% | No change | 8,835 | $234K |
| Roberts Glore & Co. Inc. | 0.07% | No change | 8,835 | $234K |
| Leuthold Group, LLC | 0.03% | New | 8,827 | $234K |
| Claro Advisors Inc. | 0.04% | Reduce -30.7% | 8,815 | $234K |
| Legacy Financial Group LLC | 0.03% | No change | 8,808 | $233K |
| HM Payson & Co. | 0.00% | Add +0.3% | 8,800 | $233K |
| Mainstream Capital Management LLC | 0.17% | Reduce -4.5% | 8,785 | $233K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +1.5% | 8,764 | $232K |
| TCFG Wealth Management, LLC | 0.11% | Add +0.0% | 8,758 | $232K |
| Greenleaf Trust | 0.00% | Reduce -9.3% | 8,739 | $232K |
| Clientfirst Wealth Management, LLC | 0.24% | No change | 8,700 | $231K |
| Peak Retirement Planning, Inc. | 0.09% | New | 8,682 | $230K |
| HMV Wealth Advisors, LLC | 0.15% | No change | 8,677 | $230K |
| Lansing Street Advisors | 0.07% | Add +1.0% | 8,559 | $227K |
| WealthCollab, LLC | 0.13% | Add +0.1% | 8,557 | $227K |
| Sensible Money, LLC | 0.09% | Add +0.1% | 8,544 | $226K |
| Libra Wealth LLC | 0.07% | New | 8,526 | $226K |
| Fiduciary Financial Group, LLC | 0.04% | Reduce -10.3% | 8,319 | $225K |
| Crews Bank & Trust | 0.04% | Reduce -17.2% | 8,460 | $224K |
| WESPAC Advisors, LLC | 0.16% | Add +1.0% | 8,421 | $223K |
| Coston, McIsaac & Partners | 0.06% | Add +4.6% | 8,461 | $223K |
| Smith Salley Wealth Management | 0.01% | Reduce -72.3% | 8,405 | $223K |
| Wealth Alliance Advisory Group, LLC | 0.04% | Reduce -55.8% | 8,364 | $222K |
| Syntegra Private Wealth Group, LLC | 0.02% | New | 8,317 | $220K |
| EagleClaw Capital Managment, LLC | 0.03% | New | 8,300 | $220K |
| Silver Oak Wealth Advisors Services, LLC | 0.16% | No change | 8,270 | $219K |
| Triangle Securities Wealth Management | 0.05% | Reduce -46.8% | 8,262 | $219K |
| West Paces Advisors Inc. | 0.05% | Add +91.0% | 8,193 | $217K |
| Debussy Capital Management LP | 0.03% | Reduce -90.9% | 8,184 | $217K |
| UMB Bank, n.a. | 0.00% | No change | 8,100 | $215K |
| Archer Investment Corp | 0.05% | Add +13.0% | 8,063 | $214K |
| Keebeck Wealth Management | 0.03% | New | 8,044 | $213K |
| Heritage Financial Services, LLC | 0.02% | Add +1.3% | 8,038 | $213K |
| Harbor Group, Inc. | 0.04% | No change | 8,027 | $213K |
| Toth Financial Advisory Corp. | 0.02% | Add +4.3% | 7,999 | $212K |
| Adams Wealth Management | 0.04% | Reduce -76.1% | 7,970 | $211K |
| CacheTech Inc. | 0.04% | Reduce -76.1% | 7,970 | $211K |
| Waterloo Capital, L.P. | 0.02% | New | 7,970 | $211K |
| Unique Wealth, LLC | 0.03% | New | 7,960 | $211K |
| Wagner Wealth Management, LLC | 0.05% | Add +3.5% | 7,938 | $210K |
| HCR Wealth Advisors | 0.02% | Add +10.4% | 7,937 | $210K |
| Quadrant Private Wealth Management, LLC | 0.04% | Add +0.8% | 7,934 | $210K |
| FF Advisors,LLC | 0.11% | Add +0.2% | 7,932 | $210K |
| Ignite Planners, LLC | 0.04% | New | 7,779 | $210K |
| BSW Wealth Partners | 0.03% | Reduce -16.0% | 7,914 | $210K |
| Blue Chip Partners, LLC | 0.02% | Reduce -2.1% | 7,909 | $210K |
| Peak Financial Management, Inc. | 0.06% | No change | 7,905 | $209K |
| Arkansas Financial Group, Inc. | 0.03% | New | 7,889 | $209K |
| 1620 Investment Advisors, Inc. | 0.15% | Add +0.0% | 7,878 | $209K |
| Kathmere Capital Management, LLC | 0.02% | New | 7,873 | $209K |
| Bull Oak Capital, LLC | 0.09% | New | 7,864 | $208K |
| Midwest Capital Advisors, LLC | 0.11% | No change | 7,859 | $208K |
| Perennial Advisors, LLC | 0.04% | Reduce -11.3% | 7,850 | $208K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Add +0.1% | 7,835 | $208K |
| Solitude Financial Services | 0.07% | Reduce -13.9% | 7,771 | $206K |
| Busey Bank | 0.01% | No change | 7,770 | $206K |
| Lowery Thomas, LLC | 0.13% | Add +7.9% | 7,767 | $206K |
| LOM Asset Management Ltd | 0.07% | — | 7,750 | $205K |
| Noesis Capital Mangement Corp. | 0.04% | Add +0.1% | 7,731 | $205K |
| Redwood Wealth Management Group, LLC | 0.09% | New | 7,700 | $204K |
| Martel Wealth Advisors LLC | 0.04% | New | 7,684 | $204K |
| Roble, Belko & Company, Inc | 0.03% | Add +26.0% | 7,671 | $203K |
| Synergy Financial Group, LTD | 0.15% | No change | 7,633 | $202K |
| Fiduciary Group, LLC | 0.02% | New | 7,630 | $202K |
| Robinson Smith Wealth Advisors LLC | 0.16% | Add +0.0% | 7,605 | $202K |
| Ulland Investment Advisors, LLC | 0.16% | Add +0.5% | 7,584 | $201K |
| Palisades Hudson Asset Management, L.P. | 0.08% | No change | 7,599 | $201K |
| Glassman Wealth Services | 0.03% | No change | 7,547 | $200K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +42.3% | 7,529 | $200K |
| Aberdeen Wealth Management LLC | 0.13% | Add +0.1% | 7,510 | $199K |
| MeadowBrook Investment Advisors LLC | 0.18% | No change | 7,407 | $196K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 7,039 | $186K |
| Activest Wealth Management | 0.04% | No change | 6,974 | $185K |
| Westside Investment Management, Inc. | 0.03% | Add +364.3% | 6,821 | $184K |
| GAMMA Investing LLC | 0.01% | Reduce -21.2% | 6,853 | $182K |
| Hendershot Investments Inc. | 0.02% | No change | 6,749 | $179K |
| Tortoise Investment Management, LLC | 0.02% | No change | 6,666 | $177K |
| Maryland Capital Advisors Inc. | 0.07% | Reduce -63.7% | 6,660 | $176K |
| Alpine Bank Wealth Management | 0.03% | No change | 6,636 | $176K |
| Brooklyn Investment Group | 0.02% | Add +4670.4% | 6,440 | $171K |
| Sound Income Strategies, LLC | 0.01% | Reduce -18.7% | 6,219 | $165K |
| Crowley Wealth Management, Inc. | 0.15% | Add +25.6% | 6,160 | $163K |
| DecisionPoint Financial, LLC | 0.04% | No change | 5,858 | $158K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +461.3% | 5,938 | $157K |
| Franklin Resources Inc. | 0.00% | New | 5,882 | $156K |
| Hantz Financial Services, Inc. | 0.00% | Add +10.4% | 5,843 | $155K |
| HighMark Wealth Management LLC | 0.08% | Add +56.7% | 5,846 | $155K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -15.6% | 5,565 | $151K |
| West Financial Advisors, LLC | 0.03% | Reduce -14.9% | 5,651 | $150K |
| Clear Investment Research, LLC | 0.17% | No change | 5,080 | $135K |
| Iron Horse Wealth Management, LLC | 0.04% | Add +12.2% | 4,664 | $124K |
| Private Wealth Asset Management, LLC | 0.02% | No change | 4,650 | $123K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -0.5% | 4,607 | $122K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -32.8% | 4,493 | $119K |
| Cheviot Value Management, LLC | 0.01% | Add +0.3% | 4,423 | $119K |
| Mid-American Wealth Advisory Group, Inc. | 0.06% | New | 4,480 | $119K |
| Rossby Financial, LCC | 0.04% | Add +0.6% | 4,422 | $117K |
| Mb, Levis & Associates, LLC | 0.05% | Add +2810.1% | 4,336 | $115K |
| First Pacific Financial | 0.02% | Add +613.2% | 4,215 | $112K |
| Copia Wealth Management | 0.09% | No change | 4,030 | $107K |
| Affinity Wealth LLC | 0.09% | New | 3,883 | $103K |
| Mechanics Financial Corp | 0.04% | No change | 3,858 | $102K |
| Cooksen Wealth, LLC | 0.08% | Add +186.9% | 3,850 | $102K |
| Prestige Wealth Management Group LLC | 0.02% | Add +2.7% | 3,832 | $102K |
| Hughes Financial Services, LLC | 0.02% | Reduce -34.9% | 3,773 | $101K |
| Evermay Wealth Management LLC | 0.01% | Reduce -4.5% | 3,724 | $99K |
| Bellwether Advisors, LLC | 0.02% | No change | 3,720 | $99K |
| Palouse Capital Management, Inc. | 0.07% | Reduce -0.1% | 3,659 | $97K |
| Ballast Advisors LLC | 0.03% | Add +2.6% | 3,655 | $97K |
| Fortitude Family Office, LLC | 0.03% | Add +244.3% | 3,615 | $96K |
| United Community Bank | 0.03% | No change | 3,600 | $95K |
| Ridgewood Investments LLC | 0.04% | Add +0.2% | 3,547 | $94K |
| Avalon Trust Co | 0.01% | No change | 3,420 | $91K |
| Red Tortoise LLC | 0.04% | Add +0.5% | 3,289 | $87K |
| Curio Wealth, LLC | 0.04% | Add +80900.0% | 3,240 | $86K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 3,146 | $85K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -84.8% | 3,180 | $84K |
| LGT Financial Advisors LLC | 0.21% | Reduce -28.9% | 3,072 | $81K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | Reduce -97.1% | 3,018 | $80K |
| Arlington Trust Co LLC | 0.02% | No change | 3,000 | $80K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | New | 3,000 | $80K |
| Abound Wealth Management | 0.02% | No change | 2,979 | $79K |
| Weaver Capital Management LLC | 0.02% | New | 2,947 | $78K |
| SJS Investment Consulting Inc. | 0.01% | No change | 2,775 | $74K |
| North Capital, Inc. | 0.06% | Add +23.9% | 2,759 | $73K |
| Glen Eagle Advisors, LLC | 0.01% | Add +11.1% | 2,721 | $72K |
| Aventura Private Wealth, LLC | 0.03% | No change | 2,709 | $72K |
| Stephens Consulting, LLC | 0.02% | Reduce -21.2% | 2,704 | $72K |
| Smallwood Wealth Investment Management, LLC | 0.04% | No change | 2,688 | $71K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -12.7% | 2,604 | $69K |
| Center for Financial Planning, Inc. | 0.01% | No change | 2,598 | $69K |
| Family Legacy Financial Solutions, LLC | 0.06% | — | 2,566 | $68K |
| CX Institutional | 0.00% | Reduce -81.9% | 2,380 | $63K |
| Rialto Wealth Management, LLC | 0.02% | No change | 2,340 | $62K |
| Barrett & Company, Inc. | 0.02% | Add +33.3% | 2,264 | $60K |
| Robinswood Financial LLC | 0.02% | Add +1.0% | 2,252 | $60K |
| Global Wealth Strategies & Associates | 0.02% | No change | 2,230 | $59K |
| Ogorek Anthony Joseph /NY/ | 0.02% | Add +1.0% | 2,190 | $58K |
| Thompson Investment Management, Inc. | 0.01% | No change | 2,169 | $57K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 2,136 | $57K |
| Pandora Wealth, Inc. | 0.03% | No change | 2,100 | $56K |
| First Community Trust NA | 0.05% | Add +160.8% | 2,097 | $56K |
| Garde Capital, Inc. | 0.00% | Add +6890.0% | 2,097 | $56K |
| Tucker Asset Management LLC | 0.02% | Reduce -19.6% | 2,053 | $54K |
| Roxbury Financial LLC | 0.05% | Add +1.9% | 1,972 | $52K |
| Van Den Berg Management I, Inc. | 0.01% | Reduce -1.0% | 1,904 | $50K |
| Dunhill Financial, LLC | 0.01% | Add +24.1% | 1,864 | $49K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 1,854 | $49K |
| CNB Bank | 0.02% | Reduce -27.5% | 1,848 | $49K |
| Catherine Avery Investment Management LLC | 0.04% | Reduce -47.6% | 1,806 | $48K |
| Founders Capital Management | 0.03% | No change | 1,800 | $48K |
| Disciplined Equity Management, Inc. | 0.03% | No change | 1,777 | $47K |
| Covestor Ltd | 0.03% | Add +140.5% | 1,780 | $47K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 1,747 | $46K |
| Compass Financial Services Inc | 0.02% | Add +1.0% | 1,722 | $46K |
| Total Investment Management Inc. | 0.01% | New | 1,607 | $43K |
| Summit Securities Group LLC | 0.02% | New | 1,600 | $42K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | No change | 1,500 | $40K |
| Operose Advisors LLC | 0.01% | No change | 1,494 | $40K |
| Frazier Financial Advisors, LLC | 0.03% | Add +25.2% | 1,492 | $40K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | New | 1,485 | $39K |
| Kennebec Savings Bank | 0.04% | Add +0.9% | 1,481 | $39K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,475 | $39K |
| MTM Investment Management, LLC | 0.01% | No change | 1,422 | $38K |
| Millstone Evans Group, LLC | 0.03% | Add +9.7% | 1,400 | $37K |
| Optimum Investment Advisors | 0.02% | Add +0.4% | 1,387 | $37K |
| Financial Management Professionals, Inc. | 0.00% | Add +241.9% | 1,282 | $34K |
| NFSG Corp | 0.01% | Reduce -15.6% | 1,275 | $34K |
| Addison Advisors LLC | 0.01% | Reduce -31.7% | 1,273 | $34K |
| IFS Advisors, LLC | 0.03% | Add +17.4% | 1,266 | $34K |
| PrairieView Partners, LLC | 0.00% | Add +57.3% | 1,282 | $33K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 1,245 | $33K |
| Binnacle Investments Inc | 0.02% | No change | 1,218 | $32K |
| Phillips Financial Management, LLC | 0.00% | Add +44.2% | 1,171 | $31K |
| Kozak & Associates, Inc. | 0.01% | Add +476.1% | 1,135 | $31K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 1,158 | $31K |
| Alerus Financial NA | 0.00% | New | 1,128 | $30K |
| Painted Porch Advisors LLC | 0.01% | Add +15.9% | 1,095 | $29K |
| True Wealth Design, LLC | 0.01% | Reduce -3.6% | 1,050 | $28K |
| Tradewinds Capital Management, LLC | 0.01% | Add +20.0% | 996 | $26K |
| MilWealth Group LLC | 0.01% | No change | 990 | $26K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 975 | $26K |
| Opal Wealth Advisors, LLC | 0.01% | Add +0.9% | 965 | $26K |
| Aventus Investment Advisors, Inc. | 0.02% | — | 960 | $25K |
| Nova Wealth Management, Inc. | 0.02% | No change | 870 | $23K |
| Chilton Capital Management LLC | 0.00% | New | 850 | $23K |
| Versant Capital Management, Inc | 0.00% | Add +32.8% | 842 | $22K |
| Heritage Wealth Advisors | 0.00% | Add +31.8% | 830 | $22K |
| City State Bank | 0.01% | No change | 810 | $21K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -23.9% | 792 | $21K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 764 | $20K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.9% | 755 | $20K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -22.6% | 687 | $18K |
| Proathlete Wealth Management LLC | 0.01% | Add +1573.2% | 686 | $18K |
| West Branch Capital LLC | 0.01% | No change | 663 | $18K |
| Sage Mountain Advisors LLC | 0.00% | No change | 660 | $17K |
| Chelsea Counsel Co. | 0.01% | No change | 650 | $17K |
| New England Capital Financial Advisors LLC | 0.01% | Add +6.3% | 638 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 620 | $16K |
| Windsor Advisory Group, LLC | 0.02% | No change | 567 | $15K |
| Kilter Group LLC | 0.01% | New | 565 | $15K |
| Tower View Wealth Management LLC | 0.01% | Add +1.1% | 548 | $15K |
| Perritt Capital Management Inc | 0.01% | Reduce -8.5% | 484 | $13K |
| Tompkins Financial Corp. | 0.00% | No change | 474 | $13K |
| High Note Wealth, LLC | 0.00% | No change | 450 | $12K |
| Biltmore Family Office, LLC | 0.00% | No change | 450 | $12K |
| American National Bank & Trust | 0.00% | New | 450 | $12K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 447 | $12K |
| Truvestments Capital LLC | 0.00% | Add +0.9% | 444 | $12K |
| Silicon Valley Capital Partners | 0.00% | New | 432 | $11K |
| MPWM Advisory Solutions, LLC | 0.01% | Reduce -86.1% | 426 | $11K |
| Hollencrest Capital Management | 0.00% | No change | 426 | $11K |
| VSM Wealth Advisory, LLC | 0.00% | Add +1.2% | 422 | $11K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.5% | 418 | $11K |
| Manchester Capital Management LLC | 0.00% | New | 400 | $11K |
| IAG Wealth Partners, LLC | 0.00% | Add +173.6% | 394 | $10K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | Add +2.4% | 344 | $9K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 326 | $9K |
| Legacy Bridge, LLC | 0.00% | No change | 300 | $8K |
| Parkworth Wealth Management, Inc. | 0.01% | Reduce -6.5% | 275 | $7K |
| Sittner & Nelson, LLC | 0.00% | No change | 270 | $7K |
| Birchbrook, Inc. | 0.00% | Add +0.4% | 246 | $7K |
| Cornerstone National Bank & Trust Co | 0.00% | No change | 243 | $6K |
| Hoey Investments, Inc. | 0.00% | New | 219 | $6K |
| Western Pacific Wealth Management, LP | 0.01% | Add +0.9% | 214 | $6K |
| Citizens National Bank Trust Department | 0.00% | No change | 180 | $5K |
| Gables Capital Management Inc. | 0.00% | No change | 174 | $5K |
| Redmont Wealth Advisors LLC | 0.01% | Add +1.3% | 155 | $4K |
| Avion Wealth | 0.00% | Reduce -87.5% | 167 | $4K |
| New Millennium Group LLC | 0.00% | Add +0.7% | 148 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 141 | $4K |
| General Partner, Inc. | 0.00% | No change | 120 | $3K |
| Winch Advisory Services, LLC | 0.00% | Add +24.4% | 102 | $3K |
| Christopher J. Hasenberg, Inc | 0.00% | Add +43.5% | 99 | $3K |
| Strategic Wealth Investment Group, LLC | 0.00% | New | 85 | $2K |
| Eq Wealth Advisors, LLC | 0.00% | Add +11.3% | 79 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 78 | $2K |
| Horizon Bancorp Inc. | 0.00% | New | 60 | $2K |
| Virtus Advisers, LLC | 0.00% | Reduce -20.4% | 70 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +83.3% | 66 | $2K |
| Reyes Financial Architecture, Inc. | 0.00% | Add +1.6% | 65 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 63 | $2K |
| Aspect Partners, LLC | 0.00% | New | 62 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 51 | $1K |
| Finley Financial, LLC | 0.00% | No change | 45 | $1K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.8% | 45 | $1K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -49.4% | 43 | $1K |
| Keener Financial Planning LLC | 0.00% | No change | 45 | $1K |
| Briaud Financial Planning Inc | 0.00% | No change | 44 | $1K |
| Hemington Wealth Management | 0.00% | No change | 54 | $1K |
| Legacy Investment Solutions, LLC | 0.00% | — | 37 | $971 |
| Legacy Wealth Managment, LLC | 0.00% | Add +19.4% | 37 | $971 |
| Gould Capital, LLC | 0.00% | No change | 35 | $927 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 28 | $742 |
| New Republic Capital, LLC | 0.00% | No change | 27 | $716 |
| Fairman Group, LLC | 0.00% | Add +4.8% | 22 | $573 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 21 | $547 |
| Essential Partners LLC | 0.00% | — | 19 | $494 |
| NewSquare Capital LLC | 0.00% | Add +6.7% | 16 | $421 |
| Inlight Wealth Management, LLC | 0.00% | Reduce -82.8% | 5 | $133 |
| GeoWealth Management, LLC | 0.00% | Reduce -100.0% | 3 | $85 |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 2 | $54 |
| Eukles Asset Management | 0.00% | No change | 2 | $53 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 1 | $17 |
"% 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.