Schwab US DVD Equity ETFSCHDETF
13F holders, Q4 2025 (December 31)1,950holders +143
107new positions
100sold out
5famous investors
$27.44avg. 13F price*
At the end of Q4 2025, 1,950 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings, up 143 from Q3 2025. 107 opened new positions and 100 sold out. The largest holders were Bank of America Corp. ($1.3B), Rakuten Investment Management, Inc. ($1.1B) and Cetera Investment Advisers ($949.2M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Schwab US DVD Equity ETF
- CUSIP
- 808524797
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $149.9M |
| Exits | 100 | $201.7M |
All 13F filers, Q3 2025 → Q4 2025: 54,084,630 shares bought and 75,444,066 shares sold, net −21,359,436 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,950 holders
| Bank of America Corp. | 0.09% | Add +78.2% | 46,945,144 | $1.3B |
| Rakuten Investment Management, Inc. | 3.80% | No change | 41,592,034 | $1.1B |
| Cetera Investment Advisers | 1.04% | Reduce -1.2% | 34,606,028 | $949.2M |
| LPL Financial LLC | 0.24% | Reduce -11.4% | 32,153,434 | $882.0M |
| Sumitomo Life Insurance Co. | 23.32% | No change | 31,050,000 | $851.7M |
| Morgan Stanley | 0.04% | Reduce -5.0% | 25,858,157 | $709.3M |
| Envestnet Asset Management Inc. | 0.13% | Reduce -10.1% | 16,212,689 | $444.7M |
| Raymond James Financial Inc. | 0.13% | Reduce -5.5% | 15,517,045 | $425.6M |
| UBS Group AG | 0.08% | Reduce -2.6% | 14,143,327 | $388.0M |
| Northwestern Mutual Wealth Management Co. | 0.24% | Reduce -9.7% | 14,050,361 | $385.4M |
| Wealthspire Advisors, LLC | 2.95% | Reduce -52.1% | 13,535,721 | $371.3M |
| Wealthfront Advisers LLC | 0.79% | Reduce -2.1% | 12,887,457 | $353.5M |
| Wells Fargo & Company | 0.05% | Add +5.7% | 10,203,553 | $279.9M |
| Avantax Planning Partners, Inc. | 7.75% | Add +3.8% | 10,106,223 | $277.2M |
| Commonwealth Equity Services, LLC | 0.37% | Reduce -16.0% | 10,008,633 | $274.5M |
| Cassaday & Co Wealth Management LLC | 5.34% | Add +52.2% | 9,244,248 | $253.6M |
| Osaic Holdings, Inc. | 0.37% | Reduce -22.4% | 9,198,155 | $252.3M |
| Ameriprise Financial Inc. | 0.05% | Reduce -7.5% | 8,596,926 | $235.9M |
| Royal Bank of Canada | 0.04% | Add +4.0% | 7,995,065 | $219.3M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Reduce -33.5% | 7,692,427 | $216.1M |
| Cibc World Market Inc. | 0.34% | Add +31.8% | 7,022,759 | $192.6M |
| Mariner, LLC | 0.23% | Reduce -4.9% | 6,899,443 | $189.3M |
| Cambridge Investment Research Advisors, Inc. | 0.46% | Reduce -7.6% | 6,369,444 | $174.7M |
| MML Investors Services, LLC | 0.42% | Add +5.8% | 6,298,234 | $172.8M |
| Keystone Financial Planning, Inc. | 48.03% | Reduce -1.8% | 6,037,750 | $165.6M |
| Cwm, LLC | 0.41% | Add +2.1% | 5,505,058 | $151.0M |
| Cerity Partners LLC | 0.22% | Reduce -17.7% | 5,432,741 | $149.0M |
| HighTower Advisors, LLC | 0.16% | Reduce -4.8% | 5,411,808 | $148.4M |
| JPMorgan Chase & Co. | 0.01% | Add +14.6% | 5,292,537 | $145.2M |
| HHM Wealth Advisors, LLC | 16.24% | Reduce -1.4% | 5,018,281 | $137.7M |
| Creative Planning | 0.08% | Reduce -2.5% | 4,291,559 | $117.7M |
| Truist Financial Corp. | 0.14% | Add +0.9% | 3,871,578 | $106.2M |
| Keybank National Association | 0.35% | Reduce -3.1% | 3,556,662 | $97.6M |
| Kestra Advisory Services, LLC | 0.38% | Reduce -1.4% | 3,396,225 | $93.2M |
| Berger Financial Group, Inc | 5.02% | Add +3.1% | 3,152,856 | $86.5M |
| Jones Financial Companies LLLP | 0.05% | Add +9.2% | 3,147,428 | $86.3M |
| Allworth Financial LP | 0.31% | Add +20.5% | 2,737,782 | $75.1M |
| Valmark Advisers, Inc. | 0.89% | Reduce -6.1% | 2,627,467 | $72.1M |
| Cresset Asset Management, LLC | 0.31% | Add +6.1% | 2,622,610 | $71.9M |
| Fifth Third Bancorp | 0.22% | Reduce -7.6% | 2,550,170 | $70.0M |
| Bouchey Financial Group, Ltd. | 5.22% | Reduce -18.1% | 2,536,062 | $69.6M |
| Asset Advisors Investment Management, LLC | 6.42% | Reduce -4.1% | 2,534,491 | $69.5M |
| Charles Schwab Trust Bank | 100.00% | Add +23.8% | 2,498,231 | $68.5M |
| Golden Reserve Retirement LLC | 12.15% | Add +22.2% | 2,399,550 | $65.8M |
| Stifel Financial Corp. | 0.06% | Add +1.2% | 2,248,802 | $61.7M |
| MAI Capital Management | 0.36% | Add +2.5% | 2,246,369 | $61.6M |
| D.A. Davidson & Co. | 0.38% | Add +2.0% | 2,232,059 | $61.2M |
| LVW Advisors, LLC | 6.20% | Reduce -5.5% | 2,228,967 | $61.1M |
| Focus Financial Network, Inc. | 2.09% | Reduce -31.7% | 2,183,630 | $59.9M |
| Baird Financial Group, Inc. | 0.09% | Reduce -45.0% | 2,115,357 | $58.0M |
| Summit Asset Management, LLC | 7.90% | Add +2.9% | 2,036,541 | $55.9M |
| CVA Family Office, LLC | 6.29% | Reduce -8.0% | 1,995,005 | $54.7M |
| Summit Financial Wealth Advisors, LLC | 7.78% | Reduce -1.5% | 1,981,994 | $54.4M |
| Howard Financial Services, LTD. | 6.27% | Reduce -1.7% | 1,955,537 | $53.6M |
| Gerber Kawasaki Wealth & Investment Management | 1.81% | Reduce -0.8% | 1,888,374 | $51.8M |
| Spinnaker Investment Group, LLC | 9.28% | Add +1.2% | 1,865,265 | $51.2M |
| United Capital Financial Advisors, LLC | 0.31% | Add +505.1% | 1,855,788 | $50.9M |
| Cullen/Frost Bankers, Inc. | 0.56% | Reduce -38.1% | 1,847,216 | $50.7M |
| Mercer Global Advisors Inc. | 0.08% | Add +13.8% | 1,789,062 | $50.3M |
| Allied Investment Advisors, LLC | 7.56% | Add +4.4% | 1,783,865 | $48.9M |
| Whelan Financial | 15.25% | Add +0.7% | 1,779,778 | $48.8M |
| Scott Capital Advisors, LLC | 10.72% | Reduce -6.3% | 1,764,850 | $48.4M |
| Bokf, NA | 0.74% | Add +1.6% | 1,756,113 | $48.2M |
| Burkett Financial Services, LLC | 16.16% | Add +3.4% | 1,725,899 | $47.3M |
| Stephens Inc. | 0.58% | Add +28.9% | 1,708,508 | $46.9M |
| Victory Financial Group, LLC | 5.86% | Reduce -12.2% | 1,699,154 | $46.6M |
| Main Street Financial Solutions, LLC | 3.47% | Reduce -10.3% | 1,689,595 | $46.3M |
| Waverly Advisors, LLC | 0.37% | Add +0.4% | 1,674,883 | $45.9M |
| Sarver Vrooman Wealth Advisors | 28.82% | Add +0.6% | 1,652,982 | $45.3M |
| CGC Financial Services, LLC | 11.93% | Add +1.9% | 1,624,923 | $44.6M |
| Captrust Financial Advisors | 0.08% | Reduce -4.9% | 1,616,859 | $44.4M |
| Northwest Quadrant Wealth Management, LLC | 9.16% | Add +1.4% | 1,614,185 | $44.3M |
| Harbour Investments, Inc. | 0.90% | Reduce -15.8% | 1,613,032 | $44.2M |
| Keudell/Morrison Wealth Management | 9.20% | — | 1,595,818 | $43.8M |
| Securian Asset Management, Inc. | 1.64% | No change | 1,581,000 | $43.4M |
| HB Wealth Management, LLC | 0.28% | Add +5.5% | 1,579,368 | $43.3M |
| D. E. Shaw & Co. | 0.04% | Add +520.8% | 1,579,109 | $43.3M |
| Merit Financial Group, LLC | 0.35% | Add +88.8% | 1,568,399 | $43.0M |
| Focus Partners Wealth | 0.05% | Add +3.0% | 1,568,181 | $43.0M |
| Steward Partners Investment Advisory, LLC | 0.23% | Reduce -23.3% | 1,561,148 | $42.8M |
| Leelyn Smith, LLC | 6.12% | Add +5.1% | 1,543,239 | $42.3M |
| Beacon Pointe Advisors, LLC | 0.30% | Reduce -7.8% | 1,538,900 | $42.2M |
| Private Advisor Group, LLC | 0.20% | Reduce -16.3% | 1,533,988 | $42.1M |
| Evergreen Advisors, LLC | 10.15% | — | 1,517,678 | $41.6M |
| Pinnacle Associates Ltd. | 0.51% | Reduce -1.4% | 1,455,061 | $39.9M |
| Cedar Wealth Management, LLC | 11.86% | Reduce -0.0% | 1,445,198 | $39.6M |
| Noble Family Wealth, LLC | 8.26% | Add +4.3% | 1,427,691 | $39.2M |
| American Financial Advisors, LLC | 5.00% | Add +1.1% | 1,412,038 | $38.7M |
| Choreo, LLC | 0.49% | Add +1.4% | 1,379,427 | $38.1M |
| Thrivent Financial for Lutherans | 0.07% | Add +48.8% | 1,349,031 | $37.4M |
| Aptus Capital Advisors, LLC | 0.32% | Reduce -1.7% | 1,356,938 | $37.2M |
| Planning Directions Inc. | 18.59% | Reduce -1.3% | 1,344,660 | $36.9M |
| Janney Montgomery Scott LLC | 0.08% | Add +9.2% | 1,313,568 | $36.0M |
| Focus Partners Advisor Solutions, LLC | 0.44% | Reduce -1.6% | 1,307,883 | $35.9M |
| Curran Financial Partners, LLC | 6.76% | Add +8.3% | 1,297,379 | $35.6M |
| ForthRight Wealth Management, LLC | 9.95% | Add +0.3% | 1,262,314 | $34.6M |
| Vaughan David Investments LLC | 0.72% | Add +0.4% | 1,210,219 | $33.2M |
| Lido Advisors, LLC | 0.13% | Add +1.4% | 1,200,142 | $32.8M |
| CRA Financial Services, LLC | 4.22% | Reduce -2.8% | 1,175,074 | $32.2M |
| First Command Advisory Services, Inc. | 0.22% | Add +4.6% | 1,158,286 | $31.8M |
| Equitable Holdings, Inc. | 0.21% | Reduce -26.2% | 1,139,550 | $31.3M |
| Steele Capital Management, Inc. | 1.32% | Reduce -4.2% | 1,124,984 | $30.9M |
| Coastal Bridge Advisors, LLC | 2.28% | Add +5.9% | 1,113,617 | $30.5M |
| Blair William & Co. | 0.08% | Reduce -9.6% | 1,093,230 | $30.0M |
| eCIO, Inc. | 13.90% | Add +11.1% | 1,088,202 | $29.8M |
| Argent Capital Management LLC | 0.85% | New | 1,086,931 | $29.8M |
| Intergy Private Wealth, LLC | 8.96% | Add +5.8% | 1,082,362 | $29.7M |
| Aspire Capital Advisors LLC | 6.86% | Add +2.9% | 1,063,961 | $29.2M |
| Souders Financial Advisors | 3.34% | Add +2.5% | 1,061,955 | $29.1M |
| NewEdge Advisors, LLC | 0.10% | Add +11.8% | 1,052,607 | $28.9M |
| Stratos Wealth Partners, LTD. | 0.33% | Add +2.7% | 1,043,579 | $28.6M |
| Walker Financial Services, Inc. | 10.31% | Reduce -12.4% | 1,037,577 | $28.5M |
| Farther Finance Advisors, LLC | 0.31% | Add +52.8% | 1,036,896 | $28.4M |
| Ausdal Financial Partners, Inc. | 1.28% | Reduce -6.5% | 1,009,545 | $27.7M |
| Albion Financial Group | 1.72% | Reduce -2.7% | 1,008,987 | $27.7M |
| Whitaker-Myers Wealth Managers, LTD. | 5.58% | Reduce -4.0% | 975,957 | $26.8M |
| Regal Investment Advisors LLC | 1.59% | Reduce -3.8% | 966,159 | $26.5M |
| Great Valley Advisor Group, Inc. | 0.50% | Add +0.8% | 957,238 | $26.3M |
| Newman Dignan & Sheerar, Inc. | 5.46% | Add +3.6% | 955,038 | $26.2M |
| CENTRAL TRUST Co | 0.51% | Reduce -7.4% | 944,133 | $25.9M |
| Eagle Capital Management, LLC | 9.25% | Add +0.5% | 926,878 | $25.4M |
| Financial Insights, Inc. | 8.36% | Add +0.7% | 909,673 | $25.0M |
| Pathstone Holdings, LLC | 0.10% | Reduce -0.6% | 902,359 | $24.8M |
| SRH Advisors, LLC | 6.97% | Reduce -3.0% | 882,564 | $24.2M |
| Capital Advantage, Inc. | 3.24% | Add +0.9% | 876,084 | $24.0M |
| Wealth Management Resources, Inc. | 8.43% | Reduce -8.2% | 872,914 | $23.9M |
| Apriem Advisors | 2.19% | Add +9.6% | 868,131 | $23.8M |
| AdvisorNet Financial, Inc | 1.26% | Reduce -9.8% | 861,205 | $23.6M |
| Nadler Financial Group, Inc. | 2.20% | Reduce -6.1% | 860,902 | $23.6M |
| Everest Financial Group LLC | 5.27% | — | 860,268 | $23.6M |
| Manning & Napier Advisors LLC | 0.30% | Add +15.7% | 846,278 | $23.4M |
| Wealthcare Advisory Partners LLC | 0.46% | Reduce -45.6% | 850,937 | $23.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -62.0% | 846,959 | $23.2M |
| Moneta Group Investment Advisors LLC | 0.17% | Add +24.4% | 838,743 | $23.0M |
| Bank of New York Mellon Corp | 0.00% | Add +37.6% | 833,383 | $22.9M |
| Corient Private Wealth LP | 0.03% | Add +0.2% | 829,428 | $22.8M |
| Joule Financial, LLC | 6.73% | Add +1.9% | 819,168 | $22.5M |
| Sigma Planning Corp | 0.62% | Add +2.4% | 833,241 | $22.4M |
| LongView Wealth Management | 5.41% | Reduce -3.0% | 785,876 | $22.4M |
| McCarthy Asset Management, Inc. | 11.69% | Reduce -3.2% | 816,140 | $22.4M |
| Leo Wealth, LLC | 1.60% | Add +2577.4% | 802,763 | $22.0M |
| Integrated Advisors Network LLC | 0.97% | Add +14.2% | 801,521 | $22.0M |
| Financial Consulate, Inc. | 2.98% | Add +0.9% | 794,902 | $21.8M |
| MJT & Associates Financial Advisory Group, Inc. | 16.20% | Add +4.4% | 791,506 | $21.7M |
| Wit, LLC | 0.43% | No change | 786,995 | $21.6M |
| Ameritas Advisory Services, LLC | 0.81% | Add +10.1% | 785,237 | $21.5M |
| IFP Advisors, Inc | 0.48% | Add +0.8% | 781,983 | $21.4M |
| Smithbridge Asset Management Inc. | 1.83% | Add +104.3% | 780,928 | $21.4M |
| Tradition Wealth Management, LLC | 1.53% | Reduce -1.1% | 778,729 | $21.4M |
| Lodestar Private Asset Management LLC | 2.14% | Reduce -36.8% | 776,322 | $21.3M |
| Ledyard National Bank | 1.80% | Add +3.6% | 759,812 | $20.8M |
| Exencial Wealth Advisors, LLC | 0.66% | Reduce -1.6% | 756,860 | $20.8M |
| PFG Advisors | 0.99% | Reduce -1.3% | 746,643 | $20.5M |
| Advisors Preferred, LLC | 3.33% | Add +3.8% | 736,630 | $20.4M |
| TD Private Client Wealth LLC | 0.43% | Reduce -6.7% | 743,973 | $20.4M |
| Regimen Wealth, LLC | 5.83% | Add +0.3% | 726,612 | $19.9M |
| Curi Capital, LLC | 0.35% | Reduce -4.8% | 724,612 | $19.9M |
| Brady Martz Wealth Solutions, LLC | 3.49% | Reduce -8.6% | 722,971 | $19.8M |
| Prosperity Consulting Group, LLC | 0.88% | Reduce -13.9% | 710,873 | $19.5M |
| Venture Visionary Partners LLC | 0.64% | Reduce -0.1% | 692,188 | $19.5M |
| Elite Financial, Inc. | 8.84% | Add +0.1% | 708,945 | $19.4M |
| Waller Financial Planning Group, Inc. | 4.31% | Reduce -3.5% | 707,671 | $19.4M |
| Richardson Capital Management LLC | 9.72% | Reduce -9.0% | 706,448 | $19.4M |
| Legacy Edge Advisors, LLC | 2.11% | Add +0.4% | 701,321 | $19.2M |
| Dagco, Inc. | 4.42% | Reduce -0.3% | 697,212 | $19.1M |
| Equitable Trust Co. | 0.85% | Add +0.7% | 696,237 | $19.1M |
| Summit Wealth Group LLC / Co. | 2.53% | New | 695,654 | $19.1M |
| Southland Equity Partners LLC | 3.75% | Reduce -0.1% | 692,254 | $19.0M |
| OneDigital Investment Advisors LLC | 0.18% | Reduce -9.5% | 688,038 | $18.9M |
| Paradigm, Strategies in Wealth Management, LLC | 12.33% | Reduce -3.7% | 685,166 | $18.8M |
| Asset One Wealth Management LLC | 2.57% | — | 626,380 | $18.8M |
| Kohmann Bosshard Financial Services, LLC | 1.71% | Reduce -23.1% | 688,647 | $18.8M |
| Midwest Trust Co | 0.23% | Add +30.9% | 684,271 | $18.8M |
| Mgo One Seven LLC | 0.38% | Add +8.4% | 682,965 | $18.7M |
| Graves Light Lenhart Wealth, Inc. | 1.96% | Add +6.0% | 672,914 | $18.5M |
| Asset Allocation Strategies LLC | 3.41% | Add +1.9% | 671,752 | $18.4M |
| Global Wealth Management, LLC | 9.85% | Reduce -5.9% | 667,332 | $18.3M |
| Weitzel Financial Services, Inc. | 7.06% | Add +4.4% | 657,547 | $18.2M |
| RFG Advisory, LLC | 0.34% | Reduce -5.8% | 663,632 | $18.2M |
| Axxcess Wealth Management, LLC | 0.32% | Reduce -0.8% | 661,823 | $18.2M |
| Advisory Services Network, LLC | 0.26% | Add +1.1% | 661,336 | $18.1M |
| Citigroup Inc. | 0.01% | Reduce -11.7% | 660,621 | $18.1M |
| Skyline Advisors, Inc. | 6.01% | Add +0.7% | 655,927 | $18.0M |
| Wealthspire Retirement, LLC | 1.09% | Reduce -43.1% | 653,686 | $17.9M |
| Jaffetilchin Investment Partners, LLC | 1.05% | Add +2.3% | 652,905 | $17.9M |
| Principle Wealth Partners LLC | 1.00% | Reduce -9.8% | 648,597 | $17.8M |
| Stonehearth Capital Management, LLC | 6.56% | Add +4.9% | 646,819 | $17.7M |
| Morton Community Bank | 3.81% | Add +3.4% | 590,801 | $17.6M |
| Powers Advisory Group, LLC | 6.62% | Reduce -2.4% | 640,562 | $17.6M |
| DAVENPORT & Co LLC | 0.09% | Add +6.6% | 627,914 | $17.2M |
| Advisory Alpha, LLC | 0.47% | Add +0.5% | 623,081 | $17.1M |
| Sims Investment Management, LLC | 6.01% | Reduce -0.8% | 619,658 | $17.0M |
| Oppenheimer & Co. Inc. | 0.24% | Reduce -3.2% | 611,786 | $16.8M |
| Brookstone Capital Management | 0.19% | Reduce -11.0% | 611,138 | $16.8M |
| Hengehold Capital Management LLC | 1.39% | Add +1.9% | 603,549 | $16.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.13% | Reduce -2.3% | 600,635 | $16.5M |
| Integrated Investment Consultants, LLC | 3.16% | Add +4.6% | 587,348 | $16.1M |
| Prepared Retirement Institute LLC | 8.06% | Reduce -0.9% | 584,075 | $16.0M |
| FMR LLC | 0.00% | Add +22.8% | 582,869 | $16.0M |
| Hunter Associates Investment Management LLC | 2.12% | Reduce -1.6% | 577,340 | $15.8M |
| Kiley Juergens Wealth Management, LLC | 3.43% | Add +3.7% | 576,328 | $15.8M |
| Silver Coast Investments LLC | 5.42% | Reduce -30.5% | 573,260 | $15.7M |
| Paces Ferry Wealth Advisors, LLC | 6.36% | Add +9.8% | 570,602 | $15.7M |
| Global Retirement Partners, LLC | 0.27% | Add +19.2% | 561,938 | $15.4M |
| Sound View Wealth Advisors Group, LLC | 1.01% | Add +5.5% | 549,366 | $15.1M |
| Opulen Financial Group LLC | 10.87% | Add +6.3% | 544,113 | $14.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.4% | 532,354 | $14.6M |
| Montis Financial, LLC | 2.88% | Add +5.5% | 530,958 | $14.6M |
| Hidden Cove Wealth Management, LLC | 9.42% | Reduce -3.2% | 530,591 | $14.6M |
| Scotia Capital Inc. | 0.06% | Reduce -2.9% | 524,769 | $14.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +18.8% | 523,834 | $14.4M |
| Mayflower Financial Advisors, LLC | 1.74% | Add +10.8% | 523,314 | $14.4M |
| Financial Guidance Group, Inc. | 5.86% | Add +1.7% | 522,436 | $14.3M |
| Capital Asset Advisory Services LLC | 0.57% | Reduce -1.8% | 505,898 | $14.2M |
| Whitegate Investment Counselors, Inc. | 4.31% | Reduce -3.0% | 503,228 | $13.8M |
| Summit Financial, LLC | 0.20% | Add +3.7% | 499,464 | $13.7M |
| Pacific Capital Wealth Advisors, Inc. | 2.34% | Reduce -2.6% | 498,098 | $13.7M |
| Christensen, King & Associates Investment Services, Inc. | 5.83% | Reduce -2.6% | 498,082 | $13.7M |
| Sanctuary Advisors, LLC | 0.07% | Add +4.3% | 497,404 | $13.6M |
| Mutual Advisors, LLC | 0.29% | Reduce -4.9% | 494,351 | $13.6M |
| Curbstone Financial Management Corp | 2.57% | Add +7.9% | 490,186 | $13.4M |
| Retirement Financial Solutions, LLC | 3.91% | Add +9.4% | 487,419 | $13.4M |
| Koshinski Asset Management, Inc. | 0.86% | Reduce -7.3% | 484,663 | $13.3M |
| Strategic Family Wealth Counselors, L.L.C. | 2.97% | Reduce -1.6% | 460,502 | $13.2M |
| Winthrop Capital Management, LLC | 3.07% | Reduce -0.6% | 480,369 | $13.2M |
| Courage Miller Partners, LLC | 3.95% | Add +1.5% | 478,290 | $13.1M |
| AQR Capital Management | 0.01% | Add +40.5% | 478,235 | $13.1M |
| &partners | 0.07% | Add +5.0% | 477,819 | $13.1M |
| GSG Advisors LLC | 3.38% | Reduce -1.1% | 476,989 | $13.1M |
| truNorth Financial Services, Inc. | 14.04% | — | 471,940 | $12.9M |
| Investor's Fiduciary Advisor Network, LLC | 2.77% | Add +0.5% | 471,283 | $12.9M |
| Carnegie Investment Counsel | 0.24% | Add +28.9% | 470,751 | $12.9M |
| BCS Wealth Management | 1.28% | Add +61.0% | 462,787 | $12.7M |
| Sard Wealth Management Group, LLC | 6.87% | Add +2.3% | 456,668 | $12.5M |
| TRUE Private Wealth Advisors | 1.25% | Reduce -1.5% | 456,327 | $12.5M |
| Walled Lake Planning & Wealth Management, LLC | 3.94% | Add +1.0% | 453,950 | $12.5M |
| Adamsbrown Wealth Consultants LLC | 3.46% | Reduce -6.5% | 452,880 | $12.4M |
| Coastwise Capital Group, LLC | 6.39% | Add +4.1% | 451,277 | $12.4M |
| Sunburst Financial Group, LLC | 2.50% | Reduce -3.7% | 451,228 | $12.4M |
| Schaeffer Financial LLC | 10.72% | Reduce -24.9% | 447,825 | $12.3M |
| Lighthouse Wealth Management Inc. | 8.39% | Reduce -2.2% | 447,543 | $12.3M |
| Integrity Alliance, Llc. | 0.45% | Add +755.6% | 445,522 | $12.2M |
| AE Wealth Management LLC | 0.07% | Add +40.6% | 444,170 | $12.2M |
| Kingsview Wealth Management, LLC | 0.17% | Reduce -1.8% | 441,969 | $12.1M |
| Dakota Wealth Management | 0.22% | Reduce -4.7% | 441,353 | $12.1M |
| Parallel Advisors, LLC | 0.22% | Reduce -10.8% | 439,958 | $12.1M |
| Fidelis Wealth Advisors LLC | 17.45% | — | 438,784 | $12.0M |
| Legacy Financial Strategies, LLC | 2.12% | Reduce -7.6% | 436,844 | $12.0M |
| Monetary Solutions, Ltd | 11.78% | — | 435,975 | $12.0M |
| EP Wealth Advisors, LLC | 0.06% | — | 433,095 | $11.9M |
| Next Level Wealth Planning, LLC | 6.29% | Add +5.0% | 430,902 | $11.8M |
| World Investment Advisors | 0.19% | Add +25.9% | 429,988 | $11.8M |
| Surience Private Wealth LLC | 13.31% | New | 428,701 | $11.8M |
| XML Financial, LLC | 0.95% | Add +0.5% | 423,055 | $11.6M |
| Benjamin Edwards Inc. | 0.13% | Add +5.8% | 421,413 | $11.6M |
| Nations Financial Group Inc, /Ia/ | 0.60% | Reduce -1.6% | 418,884 | $11.5M |
| Family Capital Management, Inc. | 5.09% | Reduce -7.7% | 418,109 | $11.5M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +117.2% | 417,751 | $11.5M |
| Signature Estate & Investment Advisors LLC | 0.23% | Reduce -4.5% | 414,837 | $11.4M |
| Avior Wealth Management, LLC | 0.35% | Reduce -2.2% | 411,981 | $11.3M |
| Savvy Advisors, Inc. | 0.36% | Add +33.6% | 410,392 | $11.3M |
| Bruce G. Allen Investments, LLC | 7.60% | Add +37.0% | 409,630 | $11.2M |
| Concurrent Investment Advisors, LLC | 0.13% | Reduce -7.3% | 408,315 | $11.2M |
| BlueChip Wealth Advisors LLC | 4.69% | Add +3.7% | 407,222 | $11.2M |
| Acorn Wealth Advisors, LLC | 3.31% | Reduce -6.0% | 405,562 | $11.1M |
| Canvas Wealth Advisors, LLC | 1.89% | Reduce -1.3% | 405,333 | $11.1M |
| Atria Investments, Inc | 0.13% | Add +1.9% | 402,093 | $11.0M |
| Charles Schwab Trust Co | 0.71% | Reduce -2.5% | 393,610 | $10.8M |
| Assetmark, Inc. | 0.02% | Add +2.8% | 391,544 | $10.7M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -4.3% | 389,715 | $10.7M |
| Midwest Financial Group LLC | 4.72% | Reduce -25.5% | 389,507 | $10.7M |
| Prosperitas Financial LLC | 4.15% | Add +6.2% | 388,103 | $10.6M |
| Islay Capital Management, LLC | 6.28% | Reduce -4.2% | 387,107 | $10.6M |
| Juncture Wealth Strategies, LLC | 3.49% | Add +5.9% | 386,974 | $10.6M |
| Keystone Financial Group, Inc. | 5.53% | Add +7.5% | 385,136 | $10.6M |
| Capital Fund Management S.A. | 0.10% | Add +22.3% | 384,200 | $10.5M |
| Yukon Wealth Management, Inc. | 6.07% | Reduce -35.5% | 339,666 | $10.5M |
| Baker Ellis Asset Management LLC | 1.27% | Reduce -2.9% | 383,354 | $10.5M |
| Clay Northam Wealth Management, LLC | 5.83% | Reduce -1.5% | 382,942 | $10.5M |
| Integral Investment Advisors, Inc. | 2.60% | Add +10.4% | 382,443 | $10.5M |
| Lakeshore Financial Planning, Inc. | 3.74% | Reduce -1.6% | 381,981 | $10.5M |
| Winthrop Advisory Group LLC | 0.88% | Add +5.4% | 380,637 | $10.4M |
| American Alpha Advisors, LLC | 6.59% | Add +1.3% | 380,629 | $10.4M |
| Fairway Financial, LLC | 7.84% | Add +4.7% | 378,572 | $10.4M |
| DHJJ Financial Advisors, Ltd. | 3.43% | Reduce -2.1% | 375,973 | $10.3M |
| Red Mountain Financial, LLC | 10.11% | Reduce -0.5% | 375,335 | $10.3M |
| Foster Victor Wealth Advisors, LLC | 0.60% | Add +2156.7% | 356,179 | $10.3M |
| Modern Wealth Management, LLC | 0.19% | Add +27.3% | 374,530 | $10.3M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -3.5% | 367,991 | $10.1M |
| Cozad Asset Management Inc. | 0.78% | Reduce -8.2% | 367,440 | $10.1M |
| Independent Financial Group, LLC | 0.22% | Add +0.9% | 366,754 | $10.1M |
| Madison Asset Management, LLC | 0.12% | No change | 365,292 | $10.0M |
| Kestra Private Wealth Services, LLC | 0.12% | Reduce -9.3% | 363,040 | $10.0M |
| Redhawk Wealth Advisors, Inc. | 1.12% | Reduce -1.6% | 362,691 | $9.9M |
| Bell Investment Advisors, Inc | 1.57% | Add +3.0% | 361,691 | $9.9M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -58.4% | 359,822 | $9.9M |
| Latko Wealth Management, Ltd. | 4.82% | Reduce -21.8% | 358,922 | $9.8M |
| Citizens Financial Group Inc. | 0.13% | Add +1.7% | 357,170 | $9.8M |
| Cordgrass Capital Advisors, LLC | 2.33% | Reduce -0.7% | 353,931 | $9.7M |
| Mission Hills Financial Advisory, LLC | 5.10% | Add +5.7% | 352,317 | $9.7M |
| Platform Technology Partners | 2.05% | Add +8.7% | 350,652 | $9.6M |
| Joseph Group Capital Management | 2.53% | Add +3.5% | 350,536 | $9.6M |
| Asset Allocation & Management Company, LLC | 3.85% | Add +6.2% | 349,963 | $9.6M |
| Orgel Wealth Management, LLC | 0.21% | Reduce -11.7% | 349,405 | $9.6M |
| Meridian Financial Advisors, LLC | 5.21% | Reduce -3.8% | 349,101 | $9.6M |
| Dynamic Advisor Solutions LLC | 0.31% | Add +1.1% | 346,845 | $9.5M |
| Arkadios Wealth Advisors | 0.19% | Add +7.2% | 343,793 | $9.4M |
| Cahill Financial Advisors Inc. | 1.03% | Add +12.5% | 343,149 | $9.4M |
| Leavell Investment Management, Inc. | 0.39% | Reduce -13.3% | 342,376 | $9.4M |
| BNP Paribas Financial Markets | 0.01% | Add +351462.5% | 337,500 | $9.3M |
| FRG Family Wealth Advisors LLC | 1.42% | Reduce -4.2% | 334,028 | $9.2M |
| Silver Oak Securities, Incorporated | 0.62% | Add +4.6% | 330,394 | $9.1M |
| Millennium Management | 0.01% | Add +2670.8% | 330,090 | $9.1M |
| Compass Wealth Management, LLC | 3.71% | Reduce -11.7% | 328,224 | $9.0M |
| Moneco Advisors, LLC | 0.71% | Reduce -10.5% | 328,170 | $9.0M |
| HBW Advisory Services LLC | 0.98% | Reduce -2.9% | 328,036 | $9.0M |
| Mayfair Advisory Group, LLC | 3.49% | Reduce -7.3% | 324,317 | $9.0M |
| Fiduciary Alliance LLC | 0.59% | Reduce -0.5% | 327,173 | $9.0M |
| Cary Street Partners Financial LLC | 0.22% | Reduce -25.5% | 326,653 | $9.0M |
| Friday Financial | 3.15% | Add +18.7% | 325,574 | $8.9M |
| MBA Advisors LLC | 3.60% | Add +4.7% | 325,460 | $8.9M |
| Juno Financial Group LLC | 3.56% | — | 323,802 | $8.9M |
| Duncan Williams Asset Management, LLC | 2.20% | Reduce -38.8% | 285,319 | $8.8M |
| Atlantic Union Bankshares Corp | 0.17% | Reduce -31.1% | 322,291 | $8.8M |
| Kingswood Wealth Advisors, LLC | 0.43% | Add +14.2% | 322,117 | $8.8M |
| Verus Capital Partners, LLC | 0.59% | Add +0.1% | 321,446 | $8.8M |
| Liberty Square Wealth Partners LLC | 2.51% | Reduce -24.9% | 320,603 | $8.8M |
| Purpose Unlimited Inc. | 0.41% | — | 320,000 | $8.8M |
| Robbins Farley | 3.97% | Add +3.9% | 319,061 | $8.8M |
| YHB Investment Advisors, Inc. | 0.60% | Reduce -0.7% | 318,815 | $8.7M |
| Certior Financial Group, LLC | 5.92% | Add +5.2% | 316,421 | $8.7M |
| Johnson & White Wealth Management, LLC | 3.76% | Add +1.9% | 314,558 | $8.6M |
| Stevens Capital Partners | 2.25% | Add +8.8% | 313,559 | $8.6M |
| MCF Advisors LLC | 0.47% | Add +839.2% | 313,299 | $8.6M |
| New Insight Wealth Advisors | 3.06% | Reduce -20.8% | 312,677 | $8.6M |
| MSH Capital Advisors LLC | 1.83% | Add +4.5% | 312,579 | $8.6M |
| Annex Advisory Services, LLC | 0.16% | Add +3070.8% | 312,387 | $8.6M |
| Pps&v Asset Management Consultants, Inc. | 4.92% | Add +3.2% | 309,278 | $8.5M |
| Diversified Enterprises, LLC | 0.50% | Reduce -8.5% | 309,260 | $8.5M |
| Valley National Advisers Inc. | 1.17% | Reduce -17.2% | 306,885 | $8.4M |
| Penney Financial, LLC | 3.25% | Add +0.1% | 306,674 | $8.4M |
| IFG Advisory, LLC | 0.37% | Add +34.1% | 306,423 | $8.4M |
| Drucker Wealth 3.0, LLC | 1.47% | Reduce -6.6% | 305,036 | $8.4M |
| MADDEN SECURITIES Corp | 2.55% | Reduce -1.5% | 304,920 | $8.4M |
| Pittenger & Anderson Inc. | 0.32% | Reduce -6.4% | 304,340 | $8.3M |
| M&T Bank Corp | 0.03% | Add +120.9% | 304,250 | $8.3M |
| Mesirow Financial Investment Management, Inc. | 0.17% | Reduce -34.4% | 304,087 | $8.3M |
| DMKC Advisory Services, LLC | 3.64% | Add +37.8% | 302,599 | $8.3M |
| Coquina Private Wealth LLC | 6.65% | — | 302,276 | $8.3M |
| Karras Company, Inc. | 8.07% | — | 301,607 | $8.3M |
| Avant Capital LLC | 5.67% | Reduce -3.2% | 300,914 | $8.3M |
| Appalachian Capital Management Ltd | 6.58% | — | 299,378 | $8.2M |
| FourThought Financial Partners, LLC | 0.69% | Add +356.0% | 298,361 | $8.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +40.8% | 298,000 | $8.2M |
| Kure Advisory, LLC | 4.57% | Add +7.1% | 297,636 | $8.2M |
| Livet Wealth, LLC | 4.97% | — | 294,428 | $8.1M |
| Stewardship Concepts Financial Services LLC | 6.76% | — | 291,786 | $8.0M |
| Marble Wealth, LLC | 1.11% | — | 292,173 | $8.0M |
| Navalign, LLC | 1.96% | Add +6.7% | 290,702 | $8.0M |
| Belpointe Asset Management LLC | 0.29% | Add +7.9% | 290,552 | $8.0M |
| Compound Planning, Inc. | 0.23% | Add +0.4% | 289,463 | $7.9M |
| Spreng Capital Management, Inc. | 3.11% | Reduce -8.5% | 316,430 | $7.9M |
| Blue Barn Wealth, LLC | 11.52% | Reduce -46.1% | 288,349 | $7.9M |
| Hudock, Inc. | 1.16% | Reduce -18.2% | 288,219 | $7.9M |
| Curtis Advisory Group, LLC | 1.66% | Reduce -2.7% | 288,013 | $7.9M |
| LaSalle St. Investment Advisors, LLC | 1.26% | Add +14.4% | 285,665 | $7.8M |
| Sage Financial Management Group, Inc. | 2.39% | Reduce -3.7% | 285,427 | $7.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.05% | Reduce -11.9% | 285,269 | $7.8M |
| Guardian Financial Partners, LLC | 3.28% | Reduce -6.0% | 283,878 | $7.8M |
| Northeast Financial Group, Inc. | 1.95% | Add +5.2% | 283,676 | $7.8M |
| Titleist Asset Management, LLC | 0.63% | Add +9.2% | 283,259 | $7.8M |
| Pinnacle Financial Partners, Inc. | 0.06% | — | 281,622 | $7.7M |
| HBK Sorce Advisory LLC | 0.18% | Add +8.7% | 244,681 | $7.7M |
| SevenBridge Financial Group, LLC | 1.23% | Reduce -5.3% | 262,910 | $7.7M |
| ORG Partners LLC | 1.37% | Reduce -0.3% | 279,654 | $7.7M |
| Ieq Capital, LLC | 0.02% | Reduce -0.5% | 279,597 | $7.7M |
| HRT Financial LP | 0.02% | New | 278,597 | $7.6M |
| Columbia Advisory Partners LLC | 5.18% | Reduce -22.6% | 277,356 | $7.6M |
| Davis Capital Management | 5.22% | Reduce -2.7% | 276,544 | $7.6M |
| Stratos Wealth Advisors, LLC | 0.37% | Add +11.9% | 276,133 | $7.6M |
| NBT Bank, N.A. | 0.49% | Add +0.2% | 273,772 | $7.5M |
| DT Investment Partners, LLC | 0.61% | Reduce -3.4% | 270,515 | $7.4M |
| Benchmark Financial Wealth Advisors, LLC | 2.12% | Reduce -2.4% | 269,617 | $7.4M |
| U.S. Capital Wealth Advisors, LLC | 0.19% | Add +1.3% | 269,420 | $7.4M |
| Investors Research Corp | 1.34% | Add +5.0% | 267,435 | $7.3M |
| Clearstead Advisors, LLC | 0.09% | Reduce -13.9% | 266,862 | $7.3M |
| Pinkerton Wealth, LLC | 0.75% | Reduce -0.6% | 265,780 | $7.3M |
| Level Four Advisory Services, LLC | 0.24% | Reduce -6.4% | 265,768 | $7.3M |
| Econ Financial Services Corp | 3.63% | New | 264,057 | $7.2M |
| Go Invest LLC | 2.38% | — | 263,613 | $7.2M |
| Crescent Sterling, Ltd. | 7.41% | Add +5.0% | 263,398 | $7.2M |
| Phil A. Younker & Associates, Ltd. | 5.03% | Add +0.1% | 263,047 | $7.2M |
| Womack Financial LLC | 5.32% | Reduce -3.5% | 262,792 | $7.2M |
| NCM Capital Management, LLC | 2.67% | Add +2.2% | 262,623 | $7.2M |
| Investment Advisory Services Inc. /TX | 2.25% | Reduce -11.9% | 262,479 | $7.2M |
| Sunbelt Securities, Inc. | 0.48% | Reduce -46.4% | 262,405 | $7.2M |
| Per Stirling Capital Management, LLC. | 0.80% | Reduce -0.8% | 260,283 | $7.1M |
| Old Port Advisors | 1.75% | Add +2.3% | 259,568 | $7.1M |
| SCS Capital Management LLC | 0.08% | Reduce -2.5% | 259,350 | $7.1M |
| Arrowroot Family Office, LLC | 2.58% | Reduce -1.2% | 258,447 | $7.1M |
| Tudor Financial Inc. | 3.62% | Add +2.8% | 258,144 | $7.1M |
| Centric Wealth Management | 1.49% | Add +2.3% | 235,797 | $7.1M |
| New England Private Wealth Advisors LLC | 0.88% | Reduce -15.1% | 257,601 | $7.1M |
| Smartleaf Asset Management LLC | 0.27% | Add +26.3% | 253,943 | $7.0M |
| Goldstone Financial Group, LLC | 0.78% | Add +10.4% | 255,581 | $7.0M |
| Trek Financial, LLC | 0.41% | Add +11.6% | 255,443 | $7.0M |
| Chicago Partners Investment Group LLC | 0.17% | Add +0.2% | 239,861 | $7.0M |
| HRC Wealth Management, LLC | 3.33% | Add +0.8% | 253,201 | $6.9M |
| Compass Financial Group, Inc. (Ohio) | 5.07% | — | 252,519 | $6.9M |
| Burns Matteson Capital Management, LLC | 2.78% | Reduce -0.5% | 252,456 | $6.9M |
| Kellett Wealth Advisors, LLC | 3.95% | Add +20.1% | 251,806 | $6.9M |
| Financial Partners Group, Inc | 0.80% | Reduce -10.8% | 231,428 | $6.9M |
| Yelin Lapidot Holdings Management Ltd. | 1.38% | No change | 251,541 | $6.9M |
| Michels Family Financial, LLC | 5.05% | Add +6.6% | 250,692 | $6.9M |
| Plancorp, LLC | 0.21% | Reduce -5.9% | 250,456 | $6.9M |
| IMA Advisory Services, Inc. | 0.66% | Reduce -59.9% | 250,392 | $6.9M |
| Donaldson Capital Management, LLC | 0.22% | Add +0.1% | 250,116 | $6.9M |
| Nwam LLC | 0.38% | Add +2.5% | 236,665 | $6.8M |
| Intrua Financial, LLC | 0.75% | Add +34.3% | 248,518 | $6.8M |
| Continuum Advisory, LLC | 0.68% | Reduce -6.9% | 248,206 | $6.8M |
| TruWealth Advisors, LLC | 0.33% | Reduce -6.9% | 245,401 | $6.8M |
| JNBA Financial Advisors | 0.59% | Reduce -14.5% | 246,152 | $6.8M |
| Sheets Smith Wealth Management | 0.74% | Reduce -3.3% | 245,683 | $6.7M |
| Patriot Investment Management Group, Inc. | 0.42% | Reduce -3.6% | 242,594 | $6.7M |
| Visionary Wealth Advisors | 0.30% | Reduce -1.3% | 241,638 | $6.6M |
| Cornerstone Planning Group LLC | 1.03% | Add +30756.2% | 225,867 | $6.6M |
| Strategic Wealth Partners, Ltd. | 0.45% | Reduce -1.4% | 241,185 | $6.6M |
| Canal Capital Management, LLC | 0.94% | New | 241,124 | $6.6M |
| Northern Trust Corp. | 0.00% | Reduce -8.9% | 240,365 | $6.6M |
| CapWealth Advisors, LLC | 0.57% | Reduce -3.3% | 238,062 | $6.5M |
| Fifth Third Wealth Advisors LLC | 0.23% | Add +9.0% | 237,945 | $6.5M |
| High Net Worth Advisory Group LLC | 1.50% | Add +0.0% | 237,862 | $6.5M |
| Goepper Burkhardt LLC | 2.12% | Reduce -37.7% | 236,868 | $6.5M |
| St. Johns Investment Management Company, LLC | 2.70% | Add +6.0% | 235,650 | $6.5M |
| Founders Financial Securities LLC | 0.38% | Reduce -42.1% | 235,100 | $6.4M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.3% | 234,331 | $6.4M |
| Asset Advisory Group, Inc. | 3.20% | — | 233,864 | $6.4M |
| Family Investment Center, Inc. | 1.29% | Reduce -8.0% | 232,137 | $6.4M |
| Beacon Advisors Holdings, LLC | 3.32% | — | 229,827 | $6.3M |
| MFA Wealth Services | 4.23% | Reduce -0.7% | 228,026 | $6.3M |
| Brown Advisory Inc. | 0.01% | Add +0.2% | 227,544 | $6.2M |
| Adams Asset Advisors, LLC | 0.83% | Reduce -1.9% | 227,090 | $6.2M |
| Strategic Blueprint, LLC | 0.36% | Reduce -24.5% | 224,835 | $6.2M |
| USAdvisors Wealth Management, LLC | 2.03% | Add +1.1% | 224,641 | $6.2M |
| Rovin Capital /Ut/ | 1.62% | Add +1.6% | 222,178 | $6.1M |
| Uniting Wealth Partners, LLC | 1.87% | Add +3.8% | 222,016 | $6.1M |
| MRWM Advisors, LLC | 3.26% | Reduce -23.8% | 221,348 | $6.1M |
| Barry Investment Advisors, LLC | 1.35% | Reduce -2.2% | 220,803 | $6.1M |
| Composition Wealth, LLC | 0.09% | Add +10.1% | 220,217 | $6.0M |
| Peapack Gladstone Financial Corp. | 0.08% | Add +87.6% | 219,951 | $6.0M |
| Diversify Wealth Management, LLC | 0.28% | Add +0.3% | 210,756 | $6.0M |
| Texas Yale Capital Corp. | 0.18% | Add +6.4% | 218,937 | $6.0M |
| Global Strategic Investment Solutions, LLC | 0.59% | No change | 218,814 | $6.0M |
| WMS Group LLC | 7.58% | — | 217,410 | $6.0M |
| Allen Capital Group, LLC | 0.55% | Add +12.5% | 216,355 | $5.9M |
| Talisman Wealth Advisors LLC | 4.61% | Add +2.1% | 215,520 | $5.9M |
| Alliance Wealth Management Group | 1.29% | Reduce -0.1% | 214,553 | $5.9M |
| Towercrest Capital Management | 0.93% | Reduce -0.1% | 214,553 | $5.9M |
| True Freedom Investing, LLC | 0.40% | New | 214,000 | $5.9M |
| Dorato Capital Management | 4.40% | — | 201,969 | $5.9M |
| Smith, Moore & Co. | 0.44% | Reduce -24.3% | 213,662 | $5.9M |
| Fiduciary Trust Co | 0.07% | Reduce -9.7% | 213,488 | $5.9M |
| Beacon Financial Planning, Inc. | 2.82% | Add +2.6% | 213,475 | $5.9M |
| Certified Advisory Corp | 0.53% | Reduce -8.9% | 213,140 | $5.8M |
| CoreCap Advisors, LLC | 0.20% | Reduce -12.6% | 212,388 | $5.8M |
| Moran Wealth Management, LLC | 0.18% | Add +19.0% | 211,835 | $5.8M |
| Xcelsior Advisor Partners LLC | 2.82% | — | 211,583 | $5.8M |
| Andrews Advisory Associates, LLC | 3.08% | — | 210,961 | $5.8M |
| Milestone Investment Advisors LLC | 1.40% | Reduce -3.1% | 210,871 | $5.8M |
| Perryman Financial Advisory Inc. | 0.85% | — | 210,749 | $5.8M |
| United Bank | 1.95% | Add +3.7% | 210,092 | $5.8M |
| First Merchants Corp. | 0.21% | Reduce -16.3% | 210,080 | $5.8M |
| Insight Advisors, LLC/ PA | 0.87% | Reduce -1.2% | 209,513 | $5.7M |
| AlphaCore Capital LLC | 0.13% | Add +77.9% | 209,097 | $5.7M |
| Premier Private Wealth Management LLC | 5.93% | — | 190,874 | $5.7M |
| Flagship Harbor Advisors, LLC | 0.27% | Add +4.5% | 208,666 | $5.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.82% | Add +3.5% | 206,758 | $5.7M |
| Principal Securities, Inc. | 0.09% | Add +0.8% | 206,537 | $5.7M |
| Legacy Advisors, LLC | 0.60% | Add +0.4% | 205,284 | $5.6M |
| Holos Integrated Wealth LLC | 3.13% | Add +31.2% | 202,169 | $5.6M |
| IHT Wealth Management, LLC | 0.13% | Reduce -38.1% | 201,441 | $5.5M |
| Sendero Wealth Management, LLC | 0.61% | Reduce -7.6% | 200,578 | $5.5M |
| Bensler, LLC | 0.54% | Reduce -6.4% | 198,172 | $5.4M |
| Legacy Private Trust Co. | 0.32% | Reduce -0.5% | 198,129 | $5.4M |
| Red Door Wealth Management, LLC | 0.56% | Reduce -3.5% | 197,654 | $5.4M |
| Merkkuri Wealth Advisors LLC | 3.68% | Reduce -41.4% | 197,078 | $5.4M |
| Alpha Omega Wealth Management LLC | 0.89% | Add +1.0% | 195,264 | $5.4M |
| PCA Investment Advisory Services Inc. | 1.87% | Reduce -10.3% | 195,148 | $5.4M |
| Alkeme Wealth, LLC | 2.28% | Add +6.3% | 195,085 | $5.4M |
| WealthPLAN Partners, LLC | 0.79% | Reduce -9.0% | 193,573 | $5.3M |
| Cadia Private Client LLC | 4.21% | — | 193,193 | $5.3M |
| Channel Wealth LLC | 1.33% | Reduce -50.3% | 191,481 | $5.3M |
| Eagle Strategies LLC | 0.67% | Add +1.7% | 190,844 | $5.2M |
| PFG Investments, LLC | 0.24% | Add +4.2% | 189,143 | $5.2M |
| Hofer & Associates. Inc | 2.74% | Add +3.7% | 188,626 | $5.2M |
| Spire Wealth Management | 0.17% | Add +1.2% | 188,076 | $5.2M |
| Seek First Inc. | 3.55% | Reduce -3.5% | 187,947 | $5.2M |
| White Lighthouse Investment Management Inc. | 0.72% | Add +52.4% | 187,668 | $5.1M |
| Wedbush Securities Inc. | 0.15% | Add +1.7% | 186,559 | $5.1M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -2.1% | 186,404 | $5.1M |
| Thoroughbred Financial Services, LLC | 0.30% | Reduce -12.8% | 186,419 | $5.1M |
| Quantinno Capital Management LP | 0.01% | Add +9.7% | 185,480 | $5.1M |
| Arax Advisory Partners | 0.15% | New | 184,903 | $5.1M |
| Global Financial Private Client, LLC | 1.78% | Reduce -7.3% | 185,012 | $5.1M |
| CreativeOne Wealth, LLC | 0.12% | Reduce -1.4% | 183,510 | $5.0M |
| Smithfield Trust Co | 0.22% | Reduce -2.2% | 182,941 | $5.0M |
| Sei Investments Co. | 0.01% | Add +2.6% | 182,953 | $5.0M |
| D.B. Root & Company, LLC | 1.21% | Reduce -12.9% | 180,430 | $4.9M |
| Cape Investment Advisory, Inc. | 1.52% | Add +3943.5% | 179,854 | $4.9M |
| Wealthspan Partners, LLC | 1.79% | Add +37.2% | 179,033 | $4.9M |
| HC Advisors, LLC | 3.39% | Add +0.1% | 178,715 | $4.9M |
| Johnson Investment Counsel Inc. | 0.04% | Add +3.1% | 177,838 | $4.9M |
| Fagan Associates, Inc. | 0.65% | Add +1.1% | 177,446 | $4.9M |
| Onyx Bridge Wealth Group LLC | 0.52% | Reduce -67.3% | 176,749 | $4.8M |
| J. Mark Nickell & Co. | 4.46% | — | 176,069 | $4.8M |
| Personal Cfo Solutions, LLC | 0.77% | Reduce -10.2% | 175,888 | $4.8M |
| Joseph P. Lucia & Associates, LLC | 1.73% | Add +5.5% | 174,673 | $4.8M |
| Guild Investment Management, Inc. | 3.54% | Add +9.1% | 174,170 | $4.8M |
| Signal Tree Financial Partners LLC | 3.64% | Add +10.4% | 173,859 | $4.8M |
| Berkeley, Inc | 1.51% | Reduce -1.4% | 172,905 | $4.7M |
| TrueWealth Advisors, LLC | 1.22% | Reduce -10.2% | 171,894 | $4.7M |
| JT Stratford LLC | 0.61% | Reduce -3.1% | 171,752 | $4.7M |
| Retirement Planning Group, LLC / NY | 3.21% | Add +56.6% | 171,629 | $4.7M |
| Avidian Wealth Enterprises, LLC | 0.17% | Reduce -3.4% | 170,364 | $4.7M |
| KCM Investment Advisors LLC | 0.15% | Reduce -9.3% | 169,879 | $4.7M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -6.8% | 169,768 | $4.7M |
| FLC Capital Advisors | 0.86% | Reduce -2.0% | 169,562 | $4.7M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +5.7% | 169,110 | $4.6M |
| Vista Cima Wealth Management LLC | 3.83% | Add +6.2% | 167,649 | $4.6M |
| Alpha Cubed Investments, LLC | 0.15% | Add +1.9% | 164,993 | $4.5M |
| Dala Group, LLC | 3.92% | — | 164,986 | $4.5M |
| Robertson Stephens Wealth Management, LLC | 0.13% | Reduce -2.2% | 164,774 | $4.5M |
| Signal Advisors Wealth, LLC | 0.36% | Add +42.2% | 164,347 | $4.5M |
| Alpha Capital Advisors Inc. | 4.18% | — | 157,354 | $4.5M |
| US Bancorp \de | 0.01% | Reduce -0.2% | 163,875 | $4.5M |
| Pallas Capital Advisors LLC | 0.15% | Add +1.7% | 163,065 | $4.5M |
| MBE Wealth Management, LLC | 1.87% | Reduce -2.5% | 162,818 | $4.5M |
| Lynch & Associates | 0.84% | Reduce -1.1% | 162,740 | $4.5M |
| Metropolitan Life Insurance Co | 1.34% | Reduce -15.3% | 161,400 | $4.4M |
| Barnes Pettey Financial Advisors, LLC | 2.18% | Reduce -18.0% | 160,629 | $4.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.52% | Add +6.2% | 160,120 | $4.4M |
| Chris Bulman Inc | 1.94% | Reduce -27.0% | 159,619 | $4.4M |
| OLIO Financial Planning | 1.23% | Add +0.6% | 159,440 | $4.4M |
| Cutler Investment Counsel LLC | 0.45% | Reduce -1.2% | 159,122 | $4.4M |
| Foguth Wealth Management, LLC. | 0.68% | — | 157,252 | $4.4M |
| Jefferies Financial Group Inc. | 0.04% | Add +599.4% | 158,338 | $4.3M |
| Cresta Advisors, Ltd. | 1.82% | Add +6.5% | 158,290 | $4.3M |
| Oxinas Partners, LLC | 2.08% | Add +7.4% | 157,483 | $4.3M |
| Game Plan Financial Advisors, LLC | 1.86% | Reduce -0.1% | 155,845 | $4.3M |
| Paradigm Capital Management, LLC | 4.01% | Add +7.4% | 155,390 | $4.3M |
| Camden National Bank | 0.58% | Add +4.2% | 154,918 | $4.2M |
| Good Harbor Advisors, Inc. | 4.93% | — | 154,396 | $4.2M |
| Betterment LLC | 0.01% | Add +45.1% | 153,306 | $4.2M |
| Nikulski Financial, Inc. | 0.99% | Add +4.8% | 151,584 | $4.2M |
| Roman Butler Fullerton & Co. | 1.08% | Add +5.9% | 141,230 | $4.1M |
| KKM Financial LLC | 0.73% | New | 150,096 | $4.1M |
| Insigneo Advisory Services, LLC | 0.29% | Reduce -15.8% | 149,704 | $4.1M |
| Decker Retirement Planning Inc. | 2.04% | Add +9.4% | 149,592 | $4.1M |
| Emerald Advisors, LLC | 0.56% | Add +8.8% | 149,553 | $4.1M |
| MOR Wealth Management, LLC | 1.86% | — | 148,746 | $4.1M |
| Keystone Financial Services, LLC | 2.76% | Reduce -1.0% | 147,611 | $4.0M |
| Independent Advisor Alliance | 0.10% | Add +137.9% | 147,069 | $4.0M |
| Prospera Financial Services Inc | 0.07% | Reduce -2.7% | 146,998 | $4.0M |
| Auxano Advisors, LLC | 0.80% | Reduce -10.1% | 146,948 | $4.0M |
| Breakwater Investment Management | 1.45% | Add +6.2% | 146,518 | $4.0M |
| Kovack Advisors, Inc. | 0.19% | Add +119.0% | 146,092 | $4.0M |
| Axis Wealth Partners, LLC | 2.21% | Reduce -1.4% | 145,872 | $4.0M |
| Flagship Wealth Advisors, LLC | 1.16% | Reduce -32.8% | 144,812 | $4.0M |
| IRON Financial LLC | 1.82% | Add +54.0% | 144,304 | $4.0M |
| Gradient Capital Advisors, LLC | 1.02% | Reduce -0.7% | 143,660 | $3.9M |
| Soltis Investment Advisors LLC | 0.26% | Add +10.6% | 143,131 | $3.9M |
| RVW Wealth, LLC | 0.30% | Reduce -8.2% | 142,469 | $3.9M |
| Caprock Group, LLC | 0.08% | Reduce -18.6% | 141,922 | $3.9M |
| WealthPlan Investment Management, LLC | 0.25% | Reduce -8.8% | 141,645 | $3.9M |
| Brown Brothers Harriman & Co. | 0.02% | Add +48.9% | 141,560 | $3.9M |
| Compass Financial Group, INC | 0.55% | Add +1.3% | 141,410 | $3.9M |
| GM Advisory Group, LLC | 0.15% | Reduce -20.1% | 141,306 | $3.9M |
| NewEdge Wealth, LLC | 0.04% | Add +10.8% | 141,209 | $3.9M |
| Caliber Wealth Management, LLC / KS | 0.41% | Reduce -11.3% | 140,446 | $3.9M |
| Valley Forge Investment Consultants Inc. Adv | 1.12% | Add +6.2% | 140,021 | $3.8M |
| Vermillion Wealth Management, Inc. | 1.57% | Reduce -1.4% | 140,012 | $3.8M |
| LVM Capital Management Ltd. | 0.35% | Reduce -2.6% | 139,177 | $3.8M |
| Two Sigma Securities, LLC | 0.52% | Add +25.6% | 138,944 | $3.8M |
| AMG National Trust Bank | 0.09% | Reduce -2.1% | 138,903 | $3.8M |
| Capital Investment Advisory Services, LLC | 0.27% | Add +21.6% | 138,503 | $3.8M |
| Evolution Wealth Advisors, LLC | 0.38% | Add +0.6% | 138,398 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.09% | Reduce -19.2% | 159,928 | $3.8M |
| Capital Analysts, LLC | 0.10% | Add +2.5% | 137,827 | $3.8M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +0.6% | 136,854 | $3.8M |
| Genesee Capital Advisors, LLC | 1.51% | Add +24.5% | 136,703 | $3.7M |
| Transcendent Capital Group LLC | 1.70% | Add +2.9% | 136,601 | $3.7M |
| Panoramic Investment Advisors, LLC | 2.02% | Reduce -2.4% | 135,285 | $3.7M |
| Liberty Capital Management, Inc. | 0.69% | Add +11.8% | 134,833 | $3.7M |
| BXM Wealth LLC | 2.85% | Add +170.9% | 134,698 | $3.7M |
| Sfm, LLC | 2.16% | Add +5.9% | 134,468 | $3.7M |
| Warwick Investment Management, Inc. | 0.57% | Reduce -1.5% | 134,295 | $3.7M |
| Northstar Group, Inc. | 0.52% | Reduce -0.4% | 134,036 | $3.7M |
| WPG Advisers, LLC | 2.72% | Reduce -18.0% | 133,634 | $3.7M |
| Cambridge Financial Group, LLC | 1.27% | Add +3.6% | 132,738 | $3.6M |
| Focused Alpha, LLC | 1.07% | — | 132,606 | $3.6M |
| Roundview Capital LLC | 0.22% | Reduce -4.8% | 132,575 | $3.6M |
| Comerica Bank | 0.01% | Reduce -9.4% | 131,587 | $3.6M |
| Elevation Wealth Partners, LLC | 1.28% | Add +8.3% | 131,526 | $3.6M |
| Horizon Investments, LLC | 0.05% | Reduce -63.1% | 130,764 | $3.6M |
| Cambridge Advisors Inc. | 0.68% | Reduce -1.7% | 130,726 | $3.6M |
| McAdam, LLC | 0.16% | Reduce -2.6% | 130,354 | $3.6M |
| EverSource Wealth Advisors, LLC | 0.13% | Reduce -17.1% | 129,852 | $3.6M |
| Western Wealth Management, LLC | 0.16% | Reduce -9.8% | 129,635 | $3.6M |
| Savant Capital, LLC | 0.02% | Add +11.8% | 129,592 | $3.6M |
| Summit Trail Advisors, LLC | 0.06% | Add +501.5% | 129,571 | $3.6M |
| Simon Quick Advisors, LLC | 0.15% | Reduce -0.6% | 129,459 | $3.6M |
| Sovran Advisors, LLC | 0.30% | Reduce -11.4% | 122,060 | $3.5M |
| TPG Advisors LLC | 2.20% | Add +2.9% | 128,771 | $3.5M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -3.0% | 128,603 | $3.5M |
| Commerce Bank | 0.02% | Add +0.4% | 128,154 | $3.5M |
| Beckerman Institutional, LLC | 1.97% | Add +5.6% | 127,963 | $3.5M |
| Anchor Investment Management, LLC | 0.29% | Reduce -1.1% | 127,948 | $3.5M |
| Decker Wealth Management LLC | 0.77% | — | 127,807 | $3.5M |
| Bessemer Group Inc. | 0.01% | Reduce -2.8% | 127,608 | $3.5M |
| Equity Wealth Partners, LLC | 2.27% | Reduce -25.0% | 127,523 | $3.5M |
| Cedarwood Wealth LLC | 3.90% | — | 119,868 | $3.5M |
| Mainsail Financial Group, LLC | 1.45% | Reduce -0.4% | 127,076 | $3.5M |
| Centaurus Financial, Inc. | 0.16% | Reduce -15.0% | 126,889 | $3.5M |
| Meridian Wealth Management, LLC | 0.12% | Reduce -50.7% | 125,905 | $3.5M |
| First Heartland Consultants, Inc. | 0.26% | Add +1.9% | 125,858 | $3.5M |
| Portus Wealth Advisors, LLC | 3.25% | Add +2.3% | 125,667 | $3.4M |
| BKM Wealth Management, LLC | 1.26% | Add +8.5% | 125,571 | $3.4M |
| Lanark Financial, Inc. | 0.26% | Reduce -1.7% | 125,131 | $3.4M |
| Sachetta, LLC | 1.87% | Add +2.4% | 124,550 | $3.4M |
| Garden State Investment Advisory Services LLC | 0.81% | Reduce -8.5% | 123,674 | $3.4M |
| Maridea Wealth Management LLC | 0.51% | Reduce -12.3% | 123,506 | $3.4M |
| Olistico Wealth, LLC | 1.64% | Add +32.7% | 122,625 | $3.4M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +34.0% | 122,141 | $3.4M |
| Worth Financial Advisory Group, LLC | 1.62% | Reduce -4.4% | 121,914 | $3.3M |
| Total Clarity Wealth Management, Inc. | 0.81% | Add +3.8% | 121,869 | $3.3M |
| Csenge Advisory Group | 0.15% | Reduce -13.2% | 121,699 | $3.3M |
| Hilton Head Capital Partners, LLC | 1.95% | — | 121,376 | $3.3M |
| Mengis Capital Management, Inc. | 0.59% | Add +8.8% | 120,583 | $3.3M |
| CORDA Investment Management, LLC. | 0.24% | Add +55.2% | 120,547 | $3.3M |
| Richards, Merrill & Peterson, Inc. | 1.26% | Add +27.1% | 120,284 | $3.3M |
| Strategic Investment Solutions, Inc. | 0.79% | Reduce -15.3% | 120,268 | $3.3M |
| MOKAN Wealth Management Inc. | 1.46% | Reduce -13.8% | 120,140 | $3.3M |
| Cowa, LLC | 1.00% | Reduce -6.2% | 120,086 | $3.3M |
| United Advisor Group, LLC | 0.42% | Add +71.7% | 120,066 | $3.3M |
| Financial Designs Corp | 1.86% | Add +3.0% | 119,581 | $3.3M |
| Bravera Wealth | 1.64% | — | 119,475 | $3.3M |
| Warner Financial, Inc. | 1.13% | Add +4.0% | 118,667 | $3.3M |
| Orion Capital Management LLC | 1.09% | Reduce -8.1% | 117,979 | $3.2M |
| Florida Financial Advisors, LLC | 0.88% | Add +1.8% | 117,639 | $3.2M |
| North Forty Two & Co. | 3.03% | Add +34.6% | 117,188 | $3.2M |
| WBH Advisory Inc. | 0.24% | Add +1.1% | 116,709 | $3.2M |
| FSC Wealth Advisors, LLC | 5.16% | Reduce -29.9% | 116,031 | $3.2M |
| Tenzing Financial LLC | 2.55% | — | 114,648 | $3.1M |
| LifeSteps Financial, Inc. | 2.00% | Add +1.5% | 114,061 | $3.1M |
| MTM Financial Group, LLC | 1.49% | Reduce -10.8% | 114,595 | $3.1M |
| Guyasuta Investment Advisors Inc. | 0.18% | Add +0.1% | 113,639 | $3.1M |
| StoneX Group Inc. | 0.14% | Add +0.1% | 113,372 | $3.1M |
| SageGuard Financial Group, LLC | 0.49% | — | 113,284 | $3.1M |
| ProVise Management Group, LLC | 0.22% | Reduce -13.2% | 113,146 | $3.1M |
| McGrath & Associates, Inc. | 4.39% | Add +0.3% | 112,693 | $3.1M |
| Geneos Wealth Management Inc. | 0.08% | Add +13.4% | 112,317 | $3.1M |
| CAP Partners, LLC | 1.74% | Reduce -2.4% | 111,967 | $3.1M |
| WealthCare Investment Partners, LLC | 0.89% | Reduce -16.7% | 110,651 | $3.1M |
| Advisors Management Group Inc. | 0.56% | Reduce -1.5% | 111,779 | $3.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.0% | 111,773 | $3.1M |
| Bank of Montreal | 0.00% | Add +0.9% | 111,399 | $3.1M |
| Coordinated Financial Services, Inc. | 1.78% | Add +7.1% | 111,205 | $3.1M |
| Fortis Capital Management LLC | 0.40% | Add +6.0% | 110,893 | $3.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.05% | Reduce -12.8% | 110,850 | $3.0M |
| North Star Investment Management Corp. | 0.19% | Add +44.5% | 110,746 | $3.0M |
| First National Trust Co | 0.10% | Add +1.8% | 110,730 | $3.0M |
| Larson Financial Group LLC | 0.10% | Reduce -6.0% | 109,836 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.4% | 109,540 | $3.0M |
| Woodside Wealth Management LLC | 2.23% | Add +0.3% | 109,081 | $3.0M |
| Madden Advisory Services, Inc. | 1.20% | Reduce -0.8% | 108,705 | $3.0M |
| Ellenbecker Investment Group | 0.42% | Reduce -6.5% | 108,287 | $3.0M |
| Bfsg, LLC | 0.29% | Reduce -31.7% | 108,280 | $3.0M |
| Zullo Investment Group, Inc. | 1.08% | Add +0.2% | 108,022 | $3.0M |
| Collective Family Office LLC | 0.68% | Add +8.4% | 107,995 | $3.0M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -45.2% | 107,737 | $3.0M |
| Concord Wealth Partners | 0.38% | Reduce -2.7% | 107,352 | $2.9M |
| Flatrock Wealth Partners LLC | 1.41% | — | 106,863 | $2.9M |
| SeaCrest Wealth Management, LLC | 0.30% | Reduce -5.9% | 104,592 | $2.9M |
| Glassy Mountain Advisors, Inc. | 0.88% | Add +0.7% | 105,502 | $2.9M |
| Nabity-Jensen Investment Management Inc | 1.94% | Reduce -13.9% | 104,369 | $2.9M |
| Adapt Wealth Advisors, LLC | 0.98% | Reduce -1.4% | 104,252 | $2.9M |
| Bell Bank | 0.12% | Add +53.3% | 104,155 | $2.9M |
| CWS Financial Advisors, LLC | 0.78% | Add +2.3% | 104,151 | $2.9M |
| PKS Advisory Services, LLC | 0.65% | Add +1.4% | 104,000 | $2.9M |
| Independent Solutions Wealth Management, LLC | 0.52% | Add +1.3% | 103,863 | $2.8M |
| Choate Investment Advisors | 0.06% | No change | 103,014 | $2.8M |
| Princeton Global Asset Management LLC | 0.46% | Add +6.0% | 102,924 | $2.8M |
| Milestones Private Investment Advisors LLC | 1.94% | Reduce -22.6% | 102,615 | $2.8M |
| Vise Technologies, Inc. | 0.06% | Add +759.1% | 102,454 | $2.8M |
| Chesapeake Wealth Management | 0.84% | Reduce -2.7% | 102,438 | $2.8M |
| Investment Advisory Group, LLC | 0.72% | Reduce -14.5% | 102,129 | $2.8M |
| Sage Investment Advisers LLC | 2.09% | — | 101,817 | $2.8M |
| Clearstead Trust, LLC | 0.44% | Reduce -10.6% | 101,741 | $2.8M |
| Safeguard Investment Advisory Group, LLC | 0.71% | Reduce -3.1% | 101,724 | $2.8M |
| Bluespring Wealth Management, LLC | 0.24% | Reduce -12.2% | 101,560 | $2.8M |
| Selby Wealth Management, LLC | 1.12% | — | 101,517 | $2.8M |
| Argent Trust Co | 0.10% | Add +4.5% | 101,445 | $2.8M |
| Wedmont Private Capital | 0.10% | Add +5.2% | 99,717 | $2.8M |
| Beam Wealth Advisors, Inc. | 0.76% | Add +0.6% | 101,424 | $2.8M |
| WCG Wealth Advisors LLC | 0.08% | Add +13.9% | 101,284 | $2.8M |
| Raab & Moskowitz Asset Management LLC | 0.61% | Add +11.8% | 100,978 | $2.8M |
| Scott & Selber, Inc. | 0.69% | Reduce -2.9% | 100,825 | $2.8M |
| Headinvest, LLC | 0.55% | Reduce -0.3% | 100,556 | $2.8M |
| Coldstream Capital Management Inc. | 0.04% | Add +42.4% | 100,211 | $2.7M |
| Sowell Financial Services LLC | 0.10% | Add +6.6% | 99,965 | $2.7M |
| LS Investment Advisors, LLC | 0.38% | Reduce -8.9% | 99,526 | $2.7M |
| Aspen Grove Capital, LLC | 0.47% | Reduce -9.4% | 98,914 | $2.7M |
| BlueStem Wealth Partners, LLC | 0.30% | Reduce -1.5% | 98,456 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +12.7% | 98,001 | $2.7M |
| Everhart Financial Group, Inc. | 0.25% | Reduce -7.6% | 97,982 | $2.7M |
| Crewe Advisors LLC | 0.24% | Add +2.2% | 97,242 | $2.7M |
| Muirfield Wealth Advisors LLC | 1.94% | Reduce -3.5% | 96,630 | $2.7M |
| John W. Brooker & Co., CPAs | 4.74% | Add +6.4% | 96,538 | $2.6M |
| Krilogy Financial LLC | 0.09% | Add +7.7% | 90,703 | $2.6M |
| Freestate Advisors LLC | 2.15% | Add +9.7% | 96,458 | $2.6M |
| NWF Advisory Services Inc. | 0.29% | Reduce -31.4% | 96,361 | $2.6M |
| Roehl & Yi Investment Advisors, LLC | 1.05% | Add +1.7% | 128,837 | $2.6M |
| Silverlake Wealth Management LLC | 0.59% | Reduce -2.4% | 95,410 | $2.6M |
| Verus Financial Partners, Inc. | 0.24% | Reduce -91.3% | 89,623 | $2.6M |
| Atlas Wealth Partners, LLC | 2.87% | Add +1.3% | 95,289 | $2.6M |
| Revolve Wealth Partners, LLC | 0.31% | Reduce -0.2% | 94,945 | $2.6M |
| 10Elms LLP | 2.72% | Reduce -11.0% | 94,613 | $2.6M |
| FMA Wealth Management, LLC | 1.68% | Reduce -4.5% | 94,611 | $2.6M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -4.9% | 94,403 | $2.6M |
| Jacobi Capital Management LLC | 0.15% | Reduce -5.5% | 93,857 | $2.6M |
| Hurley Capital, LLC | 1.44% | Add +5.8% | 93,499 | $2.6M |
| Welch & Forbes LLC | 0.03% | Reduce -1.3% | 92,277 | $2.5M |
| Caldwell Trust Co | 0.22% | Add +3.3% | 92,078 | $2.5M |
| Journey Beyond Wealth, LLC | 2.01% | New | 91,979 | $2.5M |
| Hazlett, Burt & Watson, Inc. | 0.80% | Reduce -41.0% | 91,816 | $2.5M |
| Sound Income Strategies, LLC | 0.12% | Add +161.4% | 86,484 | $2.5M |
| Fiscal Wisdom Wealth Management, LLC | 2.35% | Add +5.3% | 90,929 | $2.5M |
| White Knight Strategic Wealth Advisors, LLC | 1.82% | Add +19.2% | 90,635 | $2.5M |
| Cypress Wealth Services, LLC | 0.34% | Reduce -9.2% | 90,509 | $2.5M |
| Vident Advisory, LLC | 0.02% | Reduce -0.6% | 90,479 | $2.5M |
| Bryn Mawr Trust Advisors, LLC | 0.12% | Add +4.5% | 90,440 | $2.5M |
| Boyd Watterson Asset Management LLC | 0.72% | No change | 90,178 | $2.5M |
| Maripau Wealth Management LLC | 1.14% | Add +17.9% | 90,791 | $2.5M |
| BLB&B Advisors, LLC | 0.10% | Add +20.7% | 89,998 | $2.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.14% | New | 89,992 | $2.5M |
| Mitchell Sinkler & Starr | 1.11% | Reduce -2.1% | 89,807 | $2.5M |
| XY Planning Network, Inc. | 0.43% | Add +80.1% | 89,258 | $2.4M |
| Myecfo, LLC | 1.04% | Add +2.6% | 89,185 | $2.4M |
| Stonebridge Financial Planning Group, LLC | 0.88% | Reduce -1.2% | 88,983 | $2.4M |
| Opes Wealth Management LLC | 0.41% | Add +1.0% | 88,808 | $2.4M |
| Blue Bell Private Wealth Management, LLC | 0.36% | Reduce -0.4% | 88,414 | $2.4M |
| Piedmont Capital Management, LLC | 1.59% | — | 88,180 | $2.4M |
| Eastern Bank | 0.04% | Reduce -4.3% | 88,168 | $2.4M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -3.6% | 88,034 | $2.4M |
| Millennium Capital Advisors, LLC | 1.42% | Reduce -3.1% | 88,019 | $2.4M |
| Providence Capital Advisors, LLC | 0.40% | Add +7.4% | 87,126 | $2.4M |
| Wealthgarden F.S. LLC | 1.57% | Add +2.5% | 81,527 | $2.4M |
| Hilltop Holdings Inc. | 0.14% | Reduce -29.6% | 85,493 | $2.3M |
| RIA Advisory Group LLC | 0.57% | Add +0.5% | 85,314 | $2.3M |
| SpringVest Wealth Management LLC | 1.63% | Add +0.1% | 85,282 | $2.3M |
| Wesbanco Bank Inc. | 0.06% | Reduce -27.8% | 85,202 | $2.3M |
| Walter & Keenan Wealth Management LLC /in/ | 0.62% | Reduce -18.8% | 83,988 | $2.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.27% | Add +14.4% | 83,289 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -14.7% | 83,023 | $2.3M |
| KFG Wealth Management, LLC | 0.30% | Add +21.5% | 82,998 | $2.3M |
| Macroview Investment Management LLC | 1.57% | Add +354.8% | 82,961 | $2.3M |
| Physician Wealth Advisors, Inc. | 0.32% | Reduce -1.8% | 82,682 | $2.3M |
| Directional Asset Management | 1.99% | — | 82,615 | $2.3M |
| Barnes Wealth Management Group, Inc | 1.21% | Reduce -2.8% | 82,553 | $2.3M |
| First National Bank of Mount Dora, Trust Investment Services | 0.49% | No change | 82,452 | $2.3M |
| BlackRock, Inc. | 0.00% | Add +104.0% | 81,831 | $2.2M |
| Fermata Advisors, LLC | 0.54% | Reduce -1.6% | 81,473 | $2.2M |
| Balentine LLC | 0.08% | No change | 81,459 | $2.2M |
| Great Waters Wealth Management | 0.24% | Add +1.9% | 81,142 | $2.2M |
| Synergy Investment Management, LLC | 0.79% | Reduce -20.2% | 81,136 | $2.2M |
| Second Half Financial Partners, LLC | 0.99% | Reduce -0.2% | 81,107 | $2.2M |
| Bangor Savings Bank | 0.18% | Reduce -0.7% | 80,720 | $2.2M |
| Smith Partners Wealth Management, LLC | 2.03% | — | 80,482 | $2.2M |
| Aprio Wealth Management, LLC | 0.13% | Add +0.5% | 79,182 | $2.2M |
| Oakmont Investment Advisors, Inc. | 1.61% | — | 79,927 | $2.2M |
| J Hagan Capital, Inc. | 1.21% | New | 79,785 | $2.2M |
| Miramar Capital, LLC | 0.48% | Add +2.8% | 79,770 | $2.2M |
| RDA Financial Network | 0.53% | Add +10.1% | 79,637 | $2.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +14.1% | 79,504 | $2.2M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -31.5% | 79,438 | $2.2M |
| Bison Wealth, LLC | 0.24% | Reduce -21.4% | 71,541 | $2.2M |
| Pasadena Private Wealth, LLC | 0.30% | Reduce -2.5% | 78,885 | $2.2M |
| Armor Investment Advisors, LLC | 0.79% | Reduce -17.5% | 78,705 | $2.2M |
| Centennial Advisors, LLC | 2.80% | — | 78,569 | $2.2M |
| Fairscale Capital, LLC | 1.42% | Add +6.0% | 77,985 | $2.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -19.1% | 77,726 | $2.1M |
| Elevation Point Wealth Partners, LLC | 0.10% | Add +48.0% | 77,668 | $2.1M |
| Note Advisors, LLC | 1.09% | Add +10.0% | 73,039 | $2.1M |
| Clarius Group, LLC | 0.12% | Add +2.6% | 76,831 | $2.1M |
| Boyer Financial Services, Inc. | 2.22% | — | 75,591 | $2.1M |
| CPC Advisors, LLC | 0.21% | Reduce -3.0% | 76,402 | $2.1M |
| MainStreet Investment Advisors LLC | 0.30% | Add +12.2% | 75,875 | $2.1M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +18.1% | 75,875 | $2.1M |
| HighPoint Advisor Group LLC | 0.05% | New | 75,352 | $2.1M |
| Aurora Private Wealth, Inc. | 1.35% | — | 74,967 | $2.1M |
| Peregrine Asset Advisers, Inc. | 0.58% | Add +0.0% | 74,575 | $2.0M |
| Pennsylvania Capital Management Inc. | 0.56% | Reduce -8.4% | 74,510 | $2.0M |
| Latitude Advisors, LLC | 0.90% | Add +1.9% | 74,303 | $2.0M |
| Retirement Planning Group, LLC | 0.07% | Add +0.3% | 74,048 | $2.0M |
| MFG Wealth Management, Inc. | 1.57% | Add +0.6% | 73,230 | $2.0M |
| Capital Squared Financial LLC | 1.56% | Add +3.5% | 73,117 | $2.0M |
| Core Wealth Advisors, Inc. | 0.52% | Add +8.7% | 72,896 | $2.0M |
| HUB Investment Partners, LLC | 0.05% | Add +21.9% | 72,793 | $2.0M |
| GHP Investment Advisors, Inc. | 0.08% | Reduce -2.8% | 72,753 | $2.0M |
| Marquette Asset Management, LLC | 0.29% | Reduce -1.6% | 72,295 | $2.0M |
| B & T Capital Management DBA Alpha Capital Management | 0.28% | Reduce -0.3% | 72,268 | $2.0M |
| Petra Financial Advisors Inc. | 1.16% | Add +0.4% | 72,216 | $2.0M |
| Fiducient Advisors LLC | 0.24% | Add +0.7% | 71,631 | $2.0M |
| Westview Management dba Westview Investment Advisors | 0.93% | — | 71,259 | $2.0M |
| Flputnam Investment Management Co. | 0.03% | Reduce -72.2% | 70,445 | $1.9M |
| Hamel Associates, Inc. | 0.58% | Reduce -30.2% | 70,128 | $1.9M |
| Balyasny Asset Management L.P. | 0.00% | New | 69,910 | $1.9M |
| Concord Asset Management, LLC | 0.33% | Reduce -3.1% | 69,825 | $1.9M |
| Tull Financial Group, Inc. | 0.82% | Reduce -31.6% | 69,689 | $1.9M |
| Weaver Consulting Group | 0.47% | Reduce -18.9% | 69,438 | $1.9M |
| World Equity Group, Inc. | 0.53% | Add +3.4% | 69,318 | $1.9M |
| BOK Financial Private Wealth, Inc. | 0.12% | Reduce -0.0% | 69,303 | $1.9M |
| Perspective Wealth Advisors LLC | 1.35% | — | 69,173 | $1.9M |
| Bernard Wealth Management Corp. | 0.77% | Reduce -0.8% | 69,021 | $1.9M |
| Astoria Portfolio Advisors LLC. | 0.43% | Add +4.7% | 59,858 | $1.9M |
| Ironwood Investment Counsel, LLC | 0.26% | Reduce -1.9% | 68,322 | $1.9M |
| Tred Avon Family Wealth, LLC | 0.61% | Reduce -4.5% | 67,981 | $1.9M |
| Bauman Advisory Group, LLC | 1.50% | — | 67,842 | $1.9M |
| Whitener Capital Management, Inc. | 0.42% | Reduce -1.3% | 67,302 | $1.8M |
| Viawealth, LLC | 1.04% | Reduce -3.0% | 67,266 | $1.8M |
| GC Wealth Management RIA, LLC | 0.07% | Reduce -5.3% | 67,251 | $1.8M |
| JMG Financial Group, Ltd. | 0.05% | Reduce -3.4% | 66,964 | $1.8M |
| Strategic Financial Concepts, LLC | 1.67% | Reduce -45.0% | 66,568 | $1.8M |
| Financial Perspectives, Inc | 0.49% | Add +0.5% | 66,564 | $1.8M |
| Evanson Asset Management, LLC | 0.10% | Add +7.8% | 66,554 | $1.8M |
| Janney Capital Management LLC | 0.11% | Reduce -0.8% | 66,551 | $1.8M |
| WealthShield Partners, LLC | 0.20% | Add +10.7% | 66,556 | $1.8M |
| Cathy Pareto & Associates, Inc. | 1.26% | Reduce -4.0% | 66,194 | $1.8M |
| Founders Financial Alliance, LLC | 0.34% | Reduce -0.5% | 65,743 | $1.8M |
| Naples Global Advisors, LLC | 0.13% | Reduce -6.2% | 65,627 | $1.8M |
| Park Edge Advisors, LLC | 0.41% | Add +7.2% | 65,627 | $1.8M |
| First Growth Capital LLC | 1.59% | — | 56,645 | $1.8M |
| Vanguard Group Inc. | 0.00% | Add +1.8% | 65,099 | $1.8M |
| Chapman Financial Group, LLC | 1.20% | Add +1.1% | 64,241 | $1.8M |
| ESL Trust Services, LLC | 0.34% | Reduce -96.1% | 64,113 | $1.8M |
| International Assets Investment Management, LLC | 0.12% | Add +3.5% | 63,229 | $1.7M |
| BG Investment Services, LLC | 1.54% | Add +1.6% | 63,095 | $1.7M |
| Rwa Wealth Partners, LLC | 0.02% | Add +34.9% | 62,825 | $1.7M |
| GWN Securities Inc. | 0.35% | Add +17.8% | 62,745 | $1.7M |
| Wellington Grp LLC | 0.57% | — | 62,663 | $1.7M |
| Wills Financial Group LLC | 0.66% | Reduce -4.5% | 62,494 | $1.7M |
| Inspire Advisors, LLC | 0.16% | Add +22.8% | 61,715 | $1.7M |
| Traphagen Investment Advisors LLC | 0.14% | Add +55.9% | 61,698 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +16.7% | 61,649 | $1.7M |
| Planning Alternatives Ltd. | 0.21% | Reduce -1.6% | 61,540 | $1.7M |
| Embree Financial Group | 0.21% | Reduce -0.1% | 61,479 | $1.7M |
| San Luis Wealth Advisors LLC | 0.28% | Add +17.0% | 61,380 | $1.7M |
| BCGM Wealth Management, LLC | 0.43% | Reduce -10.9% | 61,252 | $1.7M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -89.4% | 61,242 | $1.7M |
| Dean Investment Associates, LLC | 0.24% | New | 60,768 | $1.7M |
| My Personal CFO, LLC | 0.69% | New | 60,581 | $1.7M |
| Agate Pass Investment Management, LLC | 0.62% | Reduce -4.3% | 60,488 | $1.7M |
| waypoint wealth counsel | 0.61% | Reduce -18.7% | 60,435 | $1.7M |
| Teamwork Financial Advisors, LLC | 0.18% | Reduce -8.6% | 60,358 | $1.7M |
| Probity Advisors, Inc. | 0.26% | Add +4.6% | 60,203 | $1.7M |
| Opus Financial Solutions LLC | 1.56% | — | 60,179 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.18% | Add +6.7% | 59,826 | $1.6M |
| Forefront Wealth Partners, LLC | 0.77% | Reduce -7.3% | 59,613 | $1.6M |
| Root Financial Partners, LLC | 0.08% | Reduce -16.1% | 59,602 | $1.6M |
| Triton Wealth Management, PLLC | 0.61% | Add +60.6% | 53,763 | $1.6M |
| OneAscent Financial Services LLC | 0.15% | Reduce -16.6% | 58,952 | $1.6M |
| Elevate Wealth Advisory, Inc. | 1.09% | Reduce -8.8% | 58,395 | $1.6M |
| Asset Dedication, LLC | 0.10% | Reduce -1.1% | 57,996 | $1.6M |
| Comprehensive Financial Planning, Inc. | 1.05% | Reduce -7.4% | 57,983 | $1.6M |
| Modus Advisors, LLC | 0.42% | Reduce -0.7% | 57,971 | $1.6M |
| BIP Wealth, LLC | 0.06% | New | 57,936 | $1.6M |
| Capasso Planning Partners LLC | 0.87% | Reduce -19.0% | 57,877 | $1.6M |
| Bond & Devick Financial Network, Inc. | 0.45% | Add +1.6% | 57,804 | $1.6M |
| AllGen Financial Advisors, Inc. | 0.38% | Reduce -9.0% | 57,758 | $1.6M |
| Private Trust Co. NA | 0.14% | Reduce -15.7% | 57,746 | $1.6M |
| Townsend Asset Management Corp. /NC/ | 0.55% | Reduce -6.1% | 57,005 | $1.6M |
| One Charles Private Wealth Services, LLC | 0.40% | No change | 56,849 | $1.6M |
| Simplicity Wealth,LLC | 0.09% | Reduce -39.9% | 56,797 | $1.6M |
| Cottage Street Advisors LLC | 0.66% | Add +37.9% | 56,679 | $1.6M |
| Rollins Financial Advisors, LLC | 0.23% | Reduce -48.8% | 56,600 | $1.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.19% | Add +0.0% | 56,384 | $1.5M |
| Advisortrust Partners, LLC | 0.68% | — | 56,324 | $1.5M |
| Fairview Capital Investment Management, LLC | 0.08% | Add +2.1% | 56,295 | $1.5M |
| Fisher Asset Management | 0.00% | Reduce -54.5% | 56,230 | $1.5M |
| West Bancorporation Inc. | 0.80% | Add +6.9% | 55,591 | $1.5M |
| Mission Wealth Management, LP | 0.03% | Add +5.2% | 55,478 | $1.5M |
| Great Lakes Advisors, LLC | 0.01% | Add +5.9% | 55,474 | $1.5M |
| Tiaa Trust, National Association | 0.00% | Reduce -0.1% | 54,995 | $1.5M |
| REDW Wealth LLC | 0.57% | Add +1.5% | 54,986 | $1.5M |
| Essex Financial Services, Inc. | 0.09% | Add +0.1% | 54,935 | $1.5M |
| Parkside Financial Bank & Trust | 0.11% | Add +9.4% | 54,902 | $1.5M |
| Ascentis Independent Advisors | 0.24% | Reduce -3.5% | 54,385 | $1.5M |
| True Link Financial Advisors, LLC | 0.09% | Reduce -95.4% | 54,261 | $1.5M |
| Aspen Investment Management Inc | 0.45% | Add +8.7% | 54,244 | $1.5M |
| KLCM Advisors, Inc. | 0.13% | New | 54,239 | $1.5M |
| Victrix Investment Advisors | 0.57% | New | 53,450 | $1.5M |
| Clark Wealth Partners | 0.89% | No change | 53,443 | $1.5M |
| Money Concepts Capital Corp. | 0.08% | Reduce -4.7% | 53,415 | $1.5M |
| Advisory Resource Group | 0.26% | Add +4.3% | 53,253 | $1.5M |
| Indie Asset Partners, LLC | 1.62% | Reduce -2.0% | 53,124 | $1.5M |
| Lexington Hill Partners, LLC | 1.10% | — | 53,099 | $1.5M |
| Magnolia Capital Advisors LLC | 0.31% | Add +36.8% | 53,056 | $1.5M |
| J. Derek Lewis & Associates Inc. | 0.34% | — | 52,752 | $1.4M |
| Gradient Investments LLC | 0.02% | Add +0.3% | 52,682 | $1.4M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +58.4% | 52,619 | $1.4M |
| Signet Investment Advisory Group, Inc. | 0.67% | Add +1.2% | 52,563 | $1.4M |
| Thrive Wealth Management, LLC | 0.21% | Add +0.6% | 52,515 | $1.4M |
| Milestone Asset Management Group, LLC | 0.81% | Reduce -1.0% | 52,403 | $1.4M |
| BLVD Private Wealth, LLC | 1.25% | Add +3.0% | 52,342 | $1.4M |
| Attessa Capital LLC | 0.78% | Reduce -0.1% | 52,045 | $1.4M |
| Clear Creek Financial Management, LLC | 0.12% | Add +10.9% | 52,037 | $1.4M |
| Ethos Financial Group, LLC | 0.11% | Add +4.3% | 52,028 | $1.4M |
| Empower Advisory Group, LLC | 0.00% | Reduce -28.1% | 51,766 | $1.4M |
| Wulff, Hansen & Co. | 1.19% | Add +0.2% | 51,670 | $1.4M |
| Pacific Wealth Strategies Group, Inc. | 0.80% | Reduce -5.1% | 51,570 | $1.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | New | 51,513 | $1.4M |
| Jupiter Wealth Management LLC | 0.63% | Add +200.0% | 45,000 | $1.4M |
| Westbourne Investments, Inc. | 0.66% | Reduce -1.7% | 51,181 | $1.4M |
| Capital Advisors Inc. | 0.02% | Add +14.9% | 50,988 | $1.4M |
| Semus Wealth Partners LLC | 0.75% | Add +0.8% | 50,970 | $1.4M |
| Capital Advisory Group Advisory Services, LLC | 0.41% | Reduce -2.1% | 50,840 | $1.4M |
| Inscription Capital, LLC | 0.14% | Reduce -2.9% | 50,793 | $1.4M |
| Outfitters Financial LLC | 1.10% | Reduce -6.3% | 50,770 | $1.4M |
| Register Financial Advisors LLC | 0.54% | Reduce -37.2% | 50,569 | $1.4M |
| Missouri Trust & Investment Co | 0.40% | Reduce -1.4% | 50,208 | $1.4M |
| Eagle Harbor Asset Management Inc. | 1.13% | Reduce -0.4% | 49,969 | $1.4M |
| Precedent Wealth Partners, LLC | 0.29% | Add +1.3% | 49,925 | $1.4M |
| Elevation Capital Advisory, LLC | 0.56% | Reduce -6.5% | 49,833 | $1.4M |
| Pitcairn Wealth Advisors LLC | 0.12% | — | 49,683 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 49,583 | $1.4M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +73.8% | 49,412 | $1.4M |
| ETF Store, Inc. | 1.38% | Add +0.6% | 49,338 | $1.4M |
| Silvia McColl Wealth Management, LLC | 0.90% | Reduce -16.2% | 49,305 | $1.4M |
| Diversified Trust Co. | 0.02% | Reduce -3.5% | 49,291 | $1.4M |
| Ally Invest Advisors Inc. | 0.09% | Add +32.3% | 49,276 | $1.4M |
| Ankerstar Wealth, LLC | 1.34% | — | 48,973 | $1.3M |
| Transcend Capital Advisors, LLC | 0.10% | Add +2.8% | 48,823 | $1.3M |
| West Michigan Advisors, LLC | 0.31% | Add +2.0% | 48,445 | $1.3M |
| Guardian Wealth Management, Inc. | 0.78% | Reduce -2.2% | 48,336 | $1.3M |
| Capital Square, LLC | 0.67% | Reduce -1.1% | 48,206 | $1.3M |
| Private Advisory Group LLC | 0.10% | Reduce -6.8% | 48,121 | $1.3M |
| Woodmont Investment Counsel LLC | 0.08% | Reduce -2.2% | 48,084 | $1.3M |
| Enclave Advisors LLC | 0.19% | Reduce -32.4% | 48,069 | $1.3M |
| Focused Wealth Management, Inc | 0.14% | Reduce -16.4% | 47,781 | $1.3M |
| Royal Capital Wealth Management, LLC | 0.77% | Add +0.2% | 47,633 | $1.3M |
| Costello Asset Management, INC | 0.43% | Reduce -26.7% | 47,284 | $1.3M |
| Birchwood Financial Partners, Inc. | 1.28% | — | 47,135 | $1.3M |
| Trace Wealth Advisors, LLC | 0.93% | New | 46,912 | $1.3M |
| TruNorth Capital Management, LLC | 0.24% | Add +3.3% | 46,870 | $1.3M |
| W Advisors, LLC | 0.65% | Add +5.1% | 46,839 | $1.3M |
| Catalyst Investment Management LLC | 1.21% | — | 46,757 | $1.3M |
| SouthState Bank Corp | 0.06% | Add +200.8% | 46,662 | $1.3M |
| Ehrlich Financial Group | 0.72% | Reduce -11.9% | 46,424 | $1.3M |
| Gateway Wealth Partners, LLC | 0.14% | Add +26.9% | 46,403 | $1.3M |
| Evergreen Wealth Management, LLC | 0.64% | Add +2.7% | 46,221 | $1.3M |
| Diversify Advisory Services, LLC | 0.04% | Add +59.3% | 43,565 | $1.3M |
| OMNI 360 Wealth, Inc. | 0.64% | Reduce -27.0% | 43,332 | $1.3M |
| Aspiriant, LLC | 0.04% | Add +13.8% | 45,652 | $1.3M |
| Traynor Capital Management, Inc. | 0.07% | Add +43.4% | 45,638 | $1.3M |
| Disciplined Investors, L.L.C. | 0.82% | Reduce -1.5% | 45,597 | $1.3M |
| Medallion Wealth Advisors, LLC | 0.42% | Reduce -16.2% | 45,415 | $1.2M |
| Haverford Trust Co | 0.01% | No change | 45,383 | $1.2M |
| Liberty One Investment Management, LLC | 0.16% | Reduce -39.7% | 45,300 | $1.2M |
| Hilltop National Bank | 0.30% | No change | 45,150 | $1.2M |
| Revisor Wealth Management LLC | 0.33% | New | 43,300 | $1.2M |
| Grantvest Financial Group LLC | 0.79% | Reduce -14.3% | 44,824 | $1.2M |
| Washington Trust Advisors, Inc. | 0.09% | Add +5.5% | 44,811 | $1.2M |
| Landaas & Co. /Wi | 0.27% | Add +5.2% | 44,608 | $1.2M |
| Bleakley Financial Group, LLC | 0.02% | Reduce -0.5% | 44,436 | $1.2M |
| WealthBridge Capital Management, LLC | 0.28% | Reduce -0.3% | 44,424 | $1.2M |
| Principia Wealth Advisory, LLC | 0.76% | Reduce -48.6% | 44,402 | $1.2M |
| Summit Wealth Partners, LLC | 0.22% | Add +1.7% | 44,323 | $1.2M |
| GTS Securities LLC | 0.04% | New | 44,200 | $1.2M |
| National Bank of Canada | 0.00% | Add +51.1% | 43,983 | $1.2M |
| Journey Retirement Planning & Investment Management LLC | 0.25% | — | 43,968 | $1.2M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -24.2% | 43,918 | $1.2M |
| First Wilshire Securities Management Inc. | 0.30% | No change | 43,875 | $1.2M |
| McGlone Suttner Wealth Management, Inc. | 0.16% | Add +2.0% | 43,858 | $1.2M |
| AssuredPartners Investment Advisors, LLC | 0.18% | Add +448.5% | 43,824 | $1.2M |
| Legacy Capital Wealth Partners, LLC | 0.26% | Reduce -17.1% | 43,738 | $1.2M |
| CWA Asset Management Group, LLC | 0.04% | Add +20.3% | 43,666 | $1.2M |
| First National Bank & Trust Co. of Newtown | 0.22% | Add +3.0% | 43,520 | $1.2M |
| Bare Financial Services, Inc | 0.33% | New | 43,420 | $1.2M |
| Graney & King, LLC | 0.70% | Reduce -16.4% | 43,369 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +36.4% | 43,313 | $1.2M |
| SYM FINANCIAL Corp | 0.12% | Reduce -5.9% | 43,178 | $1.2M |
| Factor Wealth Management LTD | 0.25% | Add +10.5% | 42,944 | $1.2M |
| Gilpin Wealth Management, LLC | 0.93% | — | 42,935 | $1.2M |
| Squire Investment Management Company, LLC | 0.36% | Add +14.5% | 42,872 | $1.2M |
| Joel Isaacson & Co., LLC | 0.04% | Add +1.0% | 42,866 | $1.2M |
| Freestone Capital Holdings, LLC | 0.03% | Add +62.7% | 42,792 | $1.2M |
| Boyce & Associates Wealth Consulting, Inc. | 0.98% | Add +5.2% | 42,574 | $1.2M |
| Financial Management, Inc. | 1.10% | — | 42,335 | $1.2M |
| Guardian Asset Advisors, LLC | 0.60% | Reduce -4.1% | 42,284 | $1.2M |
| 17 Capital Partners, LLC | 0.60% | Reduce -9.0% | 42,238 | $1.2M |
| Triad Wealth Partners, LLC | 0.11% | Add +60.0% | 41,753 | $1.1M |
| Ransom Advisory, Ltd | 0.45% | New | 41,680 | $1.1M |
| Verdence Capital Advisors LLC | 0.07% | Add +0.5% | 41,573 | $1.1M |
| KG Capital Management | 0.29% | Add +10.4% | 41,483 | $1.1M |
| Kanawha Capital Management LLC | 0.08% | Reduce -0.6% | 41,472 | $1.1M |
| RHS Financial, LLC | 0.56% | Reduce -6.1% | 41,452 | $1.1M |
| Wingate Wealth Advisors, Inc. | 0.63% | Reduce -7.1% | 41,382 | $1.1M |
| Retirement Guys Formula LLC | 0.52% | Add +0.3% | 41,350 | $1.1M |
| Collaborative Wealth Managment Inc. | 0.40% | Add +4.9% | 41,075 | $1.1M |
| One Day In July LLC | 0.09% | Reduce -1.8% | 40,976 | $1.1M |
| First Financial Group Corp | 0.95% | Add +17.2% | 40,752 | $1.1M |
| Marino, Stram & Associates LLC | 0.20% | Reduce -4.9% | 40,495 | $1.1M |
| First Manhattan Co. Llc. | 0.00% | Add +0.0% | 40,431 | $1.1M |
| Next Capital Management LLC | 0.35% | Add +1.3% | 40,381 | $1.1M |
| Prospect Financial Services LLC | 0.63% | Reduce -43.0% | 40,249 | $1.1M |
| Sepio Capital, LP | 0.06% | New | 40,158 | $1.1M |
| Transatlantique Private Wealth LLC | 0.34% | Add +9.6% | 39,724 | $1.1M |
| Compass Ion Advisors, LLC | 0.10% | Reduce -7.0% | 39,637 | $1.1M |
| Madison Wealth Partners, Inc | 0.20% | Add +105.0% | 39,628 | $1.1M |
| Baker Tilly Wealth Management, LLC | 0.27% | Reduce -0.1% | 39,381 | $1.1M |
| Altus Wealth Group LLC | 0.43% | Reduce -23.1% | 39,263 | $1.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.36% | Add +5.7% | 39,242 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.15% | Reduce -1.4% | 38,873 | $1.1M |
| Colorado Capital Management, Inc. | 0.40% | Add +0.9% | 38,637 | $1.1M |
| Galvin, Gaustad & Stein, LLC | 0.08% | Reduce -22.5% | 38,630 | $1.1M |
| Magnus Financial Group LLC | 0.08% | Add +14.1% | 38,471 | $1.1M |
| Gotham Asset Management | 0.00% | No change | 38,389 | $1.1M |
| Rather & Kittrell, Inc. | 0.17% | No change | 38,361 | $1.1M |
| Rothschild Investment LLC | 0.06% | Add +21.9% | 38,149 | $1.0M |
| Salem Investment Counselors Inc. | 0.03% | Reduce -39.0% | 37,964 | $1.0M |
| Yoder Wealth Management, Inc. | 0.47% | Reduce -3.8% | 37,941 | $1.0M |
| Glass Jacobson Investment Advisors llc | 0.37% | Reduce -3.0% | 37,917 | $1.0M |
| Insight Wealth Partners, LLC | 0.43% | Add +1.4% | 37,823 | $1.0M |
| Bogart Wealth, LLC | 0.04% | Reduce -10.7% | 37,279 | $1.0M |
| Moors & Cabot, Inc. | 0.04% | Add +9.4% | 37,220 | $1.0M |
| Carret Asset Management, LLC | 0.10% | Add +31.5% | 37,173 | $1.0M |
| MidAtlantic Capital Management, Inc. | 0.65% | Reduce -5.6% | 37,115 | $1.0M |
| Soundwatch Capital LLC | 0.16% | Add +18.7% | 37,032 | $1.0M |
| Facet Wealth, Inc. | 0.02% | Add +41.8% | 34,502 | $1.0M |
| SVB Wealth LLC | 0.06% | Reduce -32.0% | 36,749 | $1.0M |
| Elmwood Wealth Management, Inc. | 0.32% | New | 36,548 | $1.0M |
| TD Capital Management LLC | 0.09% | Reduce -2.5% | 36,438 | $999K |
| Creegan & Nassoura Financial Group, LLC | 0.65% | Reduce -1.4% | 36,213 | $993K |
| FAS Wealth Partners, Inc. | 0.06% | Reduce -0.7% | 36,098 | $990K |
| Narwhal Capital Management | 0.07% | Reduce -1.4% | 35,701 | $979K |
| Boyum Wealth Architects LLC | 0.46% | Reduce -13.2% | 33,538 | $977K |
| Meridian Wealth Partners, LLC | 0.13% | Reduce -28.0% | 35,532 | $975K |
| KMG Fiduciary Partners, LLC | 0.07% | Add +48.6% | 35,433 | $972K |
| C M Bidwell & Associates Ltd. | 0.46% | Add +2.3% | 35,295 | $968K |
| V2 Financial group LLC | 0.48% | New | 35,200 | $966K |
| Code Waechter LLC | 0.62% | Reduce -0.4% | 35,192 | $965K |
| Strategy Asset Managers LLC | 0.16% | Add +93.1% | 35,157 | $964K |
| Morling Financial Advisors, LLC | 0.30% | Add +0.3% | 35,119 | $963K |
| Farmers & Merchants Investments Inc. | 0.03% | No change | 35,022 | $961K |
| Barnett & Company, Inc. | 0.77% | Add +15.9% | 34,710 | $952K |
| Edgestream Partners, L.P. | 0.03% | New | 34,424 | $944K |
| Modera Wealth Management, LLC | 0.01% | Reduce -7.9% | 34,304 | $941K |
| Aaron Wealth Advisors LLC | 0.05% | Add +0.0% | 34,049 | $934K |
| Verum Partners LLC | 0.19% | Reduce -13.3% | 34,041 | $934K |
| Arsenal Capital Advisors LLC | 0.66% | — | 33,958 | $931K |
| Ellis Investment Partners, LLC | 0.16% | Reduce -1.3% | 33,936 | $931K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -22.4% | 33,748 | $926K |
| Sterling Investment Management, LLC | 0.52% | New | 33,578 | $921K |
| Ironwood Financial, llc | 0.15% | Add +9.1% | 32,075 | $914K |
| Blueprint Investment Partners LLC | 0.10% | Add +9.0% | 33,296 | $913K |
| Kraft, Davis & Associates, LLC | 0.20% | Reduce -67.4% | 31,862 | $912K |
| JBR Co Financial Management Inc | 0.38% | Reduce -6.9% | 33,185 | $910K |
| Demars Financial Group, LLC | 0.30% | Reduce -4.0% | 33,122 | $909K |
| Beaumont Financial Advisors, LLC | 0.06% | Add +0.1% | 33,108 | $908K |
| Bedel Financial Consulting, Inc. | 0.10% | Add +62.7% | 33,075 | $907K |
| Paulson Wealth Management Inc. | 0.21% | Add +0.1% | 32,900 | $902K |
| Darrow Company, Inc. | 0.40% | Add +0.5% | 32,829 | $900K |
| Wealth Alliance, LLC | 0.09% | Add +6.9% | 32,474 | $891K |
| Blueprint Financial Advisors LLC | 0.14% | Add +9.2% | 32,470 | $891K |
| Buska Wealth Management, LLC | 0.33% | Reduce -10.6% | 32,441 | $890K |
| Insight Inv LLC | 0.50% | Add +29.1% | 32,229 | $884K |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 32,198 | $883K |
| Zhang Financial LLC | 0.03% | Reduce -42.3% | 32,194 | $883K |
| Councilor Wealth, LLC | 0.42% | Add +13.1% | 32,180 | $883K |
| M Holdings Securities, Inc. | 0.06% | New | 32,131 | $881K |
| Bellevue Asset Management, LLC | 0.28% | Add +0.4% | 32,008 | $878K |
| Wernau Asset Management Inc. | 0.87% | Add +2.6% | 32,016 | $878K |
| Advance Capital Management, Inc. | 0.04% | Reduce -14.0% | 31,893 | $875K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +153.6% | 31,326 | $874K |
| Vanguard Capital Wealth Advisors | 0.70% | Reduce -13.0% | 31,809 | $873K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -1.9% | 31,801 | $872K |
| O'ROURKE & COMPANY, Inc | 0.34% | Add +11.7% | 31,619 | $867K |
| SHP Wealth Management | 0.07% | — | 31,505 | $864K |
| Mfa Wealth Advisors, LLC | 0.18% | Reduce -8.0% | 31,504 | $864K |
| Cooper Financial Group | 0.09% | Reduce -2.3% | 31,457 | $863K |
| Anson Capital, Inc. | 0.62% | New | 31,283 | $858K |
| Carroll Advisory Group, LLC | 0.37% | — | 31,253 | $857K |
| Avalon Capital Management | 0.20% | No change | 31,050 | $852K |
| Round Rock Advisors LLC | 0.13% | Reduce -1.2% | 30,906 | $848K |
| Level Wealth Management LLC | 0.43% | Add +9.3% | 30,900 | $848K |
| Stratos Investment Management, LLC | 0.03% | Reduce -7.0% | 30,760 | $844K |
| Wood Tarver Financial Group, LLC | 0.24% | Reduce -2.4% | 30,716 | $842K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +13.3% | 30,676 | $841K |
| Meridian Management Co. | 0.21% | Reduce -1.1% | 30,361 | $833K |
| SWS Partners | 0.20% | No change | 30,315 | $832K |
| Brand Asset Management Group, Inc. | 0.23% | Reduce -4.1% | 30,227 | $829K |
| Trustmark Bank Trust Department | 0.05% | Reduce -3.8% | 30,217 | $829K |
| CPA Asset Management Group, LLC | 0.29% | Reduce -13.5% | 30,054 | $824K |
| Integrity Wealth Solutions LLC | 0.33% | New | 30,053 | $824K |
| Sunesis Advisors, LLC | 0.37% | No change | 30,009 | $823K |
| Advisor OS, LLC | 0.07% | Add +42.5% | 29,976 | $822K |
| Cary Street Partners Investment Advisory LLC | 0.22% | Add +248.0% | 29,921 | $821K |
| Bank of New Hampshire | 0.18% | Reduce -1.3% | 29,835 | $818K |
| Oarsman Capital, Inc. | 0.11% | Reduce -0.3% | 29,826 | $818K |
| Steffes Financial, Ltd. | 0.43% | — | 29,780 | $817K |
| Daymark Wealth Partners, LLC | 0.03% | Add +5.0% | 29,773 | $817K |
| August Group Capital Ltd | 0.90% | — | 29,646 | $813K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 29,600 | $812K |
| Laurel Oak Wealth Management, LLC | 0.14% | — | 29,594 | $812K |
| Burke & Herbert Bank & Trust Co. | 0.22% | Add +20.6% | 29,560 | $811K |
| Plante Moran Financial Advisors, LLC | 0.05% | Add +133.2% | 29,534 | $810K |
| BNC Wealth Management, LLC | 0.21% | Reduce -31.4% | 29,306 | $804K |
| Valicenti Advisory Services Inc. | 0.17% | Reduce -4.7% | 29,275 | $803K |
| Carrera Capital Advisors | 0.13% | Add +75.3% | 29,228 | $802K |
| CGN Advisors LLC | 0.06% | Reduce -6.0% | 29,183 | $800K |
| Ted Buchan & Co | 0.29% | Add +13.5% | 29,088 | $798K |
| TFR Capital, LLC. | 0.26% | Reduce -1.2% | 28,967 | $795K |
| Forum Financial Management, LP | 0.01% | Add +9.2% | 28,959 | $794K |
| Ancora Advisors LLC | 0.02% | Reduce -0.1% | 28,901 | $793K |
| Holderness Investments Co. | 0.16% | Reduce -30.9% | 28,795 | $790K |
| Dominguez Wealth Management Solutions, Inc. | 0.48% | Add +20.2% | 28,775 | $789K |
| Certuity, LLC | 0.05% | Reduce -2.3% | 21,945 | $787K |
| Fusion Capital, LLC | 0.22% | Add +3.0% | 28,628 | $785K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +3.0% | 28,576 | $784K |
| Bailard, Inc. | 0.02% | Reduce 0.0% | 28,537 | $783K |
| CCG Wealth Management, LLC | 0.33% | Reduce -1.0% | 28,365 | $778K |
| CFS Investment Advisory Services, LLC | 0.06% | Add +105.3% | 28,347 | $778K |
| Conservest Capital Advisors, Inc. | 0.07% | Add +24.4% | 28,335 | $777K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 28,225 | $774K |
| Beacon Financial Advisory LLC | 0.18% | Reduce -5.6% | 27,961 | $767K |
| Institute for Wealth Management, LLC. | 0.08% | Add +1.2% | 27,921 | $766K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | New | 27,920 | $766K |
| Orcam Financial Group | 0.57% | Reduce -1.7% | 27,879 | $765K |
| Russell Investments Group, Ltd. | 0.00% | Add +17.3% | 27,874 | $765K |
| Brasada Capital Management, LP | 0.13% | No change | 27,552 | $764K |
| DDD Partners, LLC | 0.05% | Reduce -1.1% | 27,837 | $764K |
| Howe & Rusling Inc. | 0.05% | Add +2.8% | 27,752 | $761K |
| North Star Asset Management Inc. | 0.03% | Add +0.5% | 27,710 | $760K |
| Sage Financial Group Inc. | 0.05% | Reduce -6.3% | 27,705 | $760K |
| Capital Advisors, Ltd. LLC | 0.09% | Add +64.5% | 27,654 | $759K |
| Ridgecrest Wealth Partners, LLC | 0.41% | Add +13.4% | 27,655 | $759K |
| Stonebrook Private Inc. | 0.16% | Reduce -2.8% | 27,623 | $758K |
| Thompson David Blair | 0.43% | — | 27,457 | $753K |
| Summit Wealth & Retirement Planning, Inc. | 0.18% | Add +1.8% | 27,341 | $750K |
| Front Row Advisors LLC | 0.25% | Add +2.6% | 27,337 | $750K |
| Sawgrass Asset Management LLC | 0.09% | Add +1.3% | 27,334 | $750K |
| Wilkins Miller Wealth Management, LLC | 0.45% | Reduce -3.9% | 27,331 | $750K |
| CDM Financial Counseling Services, Inc. | 0.70% | — | 27,264 | $748K |
| Rench Wealth Management, Inc. | 0.21% | Reduce -2.4% | 27,206 | $746K |
| SageView Advisory Group, LLC | 0.03% | Reduce -18.4% | 27,204 | $746K |
| Bernardo Wealth Planning LLC | 0.14% | Add +13.8% | 27,179 | $746K |
| Rainey & Randall Wealth Advisors Inc. | 0.12% | Add +0.6% | 26,938 | $739K |
| Firestone Capital Management | 0.16% | Reduce -2.9% | 26,928 | $739K |
| Old Mission Investment Co LLC | 0.18% | Reduce -11.1% | 26,891 | $738K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +8.0% | 26,883 | $737K |
| Van Cleef Asset Management,Inc | 0.07% | Reduce -5.5% | 26,877 | $737K |
| Webster Bank, N. A. | 0.07% | Reduce -2.1% | 26,856 | $737K |
| Mezzasalma Advisors, LLC | 0.18% | Reduce -52.0% | 26,479 | $734K |
| Owen LaRue, LLC | 0.28% | Add +116.3% | 26,646 | $731K |
| RCW Management, LLC | 0.74% | — | 26,641 | $731K |
| Crusonia Wealth Advisors LLC | 0.16% | — | 26,621 | $730K |
| Schrum Private Wealth Management LLC | 0.54% | Add +11.6% | 26,587 | $729K |
| Clearview Wealth Advisors LLC | 0.46% | Reduce -23.8% | 26,527 | $728K |
| Austin Private Wealth, LLC | 0.05% | Add +2.8% | 26,397 | $724K |
| Fulton Bank, N.A. | 0.03% | Add +41.7% | 26,394 | $724K |
| Johnson Financial Group, Inc. | 0.03% | Add +6.3% | 26,290 | $721K |
| Builder Investment Group Inc. | 0.15% | Add +0.1% | 26,157 | $717K |
| Perissos Private Wealth Management, LLC | 0.62% | Add +2.3% | 26,110 | $716K |
| Cassady Wealth & Retirement Planning, LLC | 0.46% | — | 25,964 | $712K |
| Evergreen Capital Management LLC | 0.02% | Reduce -2.1% | 25,932 | $711K |
| Carmel Capital Partners, LLC | 0.25% | Add +101.0% | 25,877 | $710K |
| Schmidt P J Investment Management Inc. | 0.12% | Reduce -3.2% | 25,839 | $709K |
| Weik Capital Management | 0.27% | Reduce -6.2% | 25,805 | $708K |
| Financial Planning Hawaii, Inc. | 0.41% | — | 25,805 | $708K |
| V. M. Manning & Co., Inc. | 0.71% | Reduce -0.3% | 25,586 | $702K |
| Trust Co | 0.07% | Add +195.9% | 25,545 | $701K |
| Balefire, LLC | 0.14% | Reduce -8.3% | 25,465 | $698K |
| Chapin Davis, Inc. | 0.16% | Add +0.1% | 25,429 | $698K |
| Bonfire Financial | 0.52% | No change | 25,365 | $696K |
| Smart Portfolios, LLC | 0.69% | No change | 25,345 | $695K |
| Key Financial Inc | 0.13% | No change | 25,340 | $695K |
| FSM Wealth Advisors, LLC | 0.10% | Reduce -2.0% | 25,327 | $695K |
| American Capital Advisory, LLC | 0.30% | Add +0.0% | 25,134 | $689K |
| McAlister, Sweet & Associates, Inc. | 0.52% | Reduce -4.1% | 25,070 | $688K |
| Mach-1 Financial Group, LLC | 0.14% | Add +57.2% | 25,060 | $687K |
| Lederer & Associates Investment Counsel | 0.46% | Add +4.2% | 24,911 | $683K |
| Eldridge Investment Advisors, Inc. | 0.15% | Add +0.0% | 24,897 | $683K |
| Invst, LLC | 0.07% | Reduce -1.2% | 24,808 | $680K |
| NewCorp Financial Services, Inc. | 0.60% | — | 24,769 | $679K |
| Red Crane Wealth Management, LLC | 0.56% | Reduce -2.0% | 24,755 | $679K |
| Wealth Enhancement Trust Services, Inc. | 0.09% | — | 24,737 | $679K |
| Cynosure Group, LLC | 0.07% | Reduce -38.6% | 24,726 | $678K |
| Capital Management Associates, Inc | 0.15% | Reduce -4.8% | 24,581 | $674K |
| LifePlan Financial, LLC | 0.52% | Reduce -1.5% | 24,544 | $673K |
| Successful Portfolios LLC | 0.34% | Add +49.4% | 23,564 | $673K |
| Pinnacle Bancorp, Inc. | 0.20% | Reduce -10.0% | 24,468 | $671K |
| Commonwealth Retirement Investments LLC | 0.22% | Reduce -44.3% | 24,459 | $671K |
| Strategies Wealth Advisors, LLC | 0.07% | Reduce -10.9% | 24,387 | $669K |
| FSB Premier Wealth Management, Inc. | 0.21% | Reduce -6.0% | 24,310 | $667K |
| Stewardship Advisors, LLC | 0.15% | Add +3.4% | 24,308 | $667K |
| Trust Co. of Toledo NA | 0.07% | No change | 24,283 | $666K |
| Brookwood Investment Group LLC | 0.08% | Reduce -1.2% | 24,176 | $663K |
| North Capital, Inc. | 0.57% | Add +205.2% | 24,114 | $661K |
| Nalls Sherbakoff Group, LLC | 0.48% | Reduce -0.8% | 24,108 | $661K |
| SP Asset Management LLC | 0.05% | Add +1.0% | 24,065 | $660K |
| Greenhouse Wealth Management, LLC | 0.39% | Reduce -5.7% | 23,836 | $654K |
| WFA of San Diego, LLC | 0.48% | Add +0.0% | 23,756 | $652K |
| Rosenberg Matthew Hamilton | 0.13% | No change | 23,732 | $651K |
| Argent Advisors, Inc. | 0.18% | New | 23,649 | $649K |
| Federated Hermes, Inc. | 0.00% | No change | 23,490 | $644K |
| Members Wealth LLC | 0.40% | Reduce -83.7% | 22,068 | $644K |
| Capital Developers, LLC | 0.57% | — | 23,314 | $640K |
| Storen Legacy Partners, LLC | 0.20% | — | 23,307 | $639K |
| Obermeyer Wealth Partners | 0.03% | Add +18.8% | 23,249 | $638K |
| Wealthcare Capital Management LLC | 0.06% | Reduce -30.3% | 23,245 | $638K |
| Element Wealth, LLC | 0.26% | Add +35.1% | 23,214 | $637K |
| Cypress Capital, LLC | 0.18% | Reduce -0.4% | 23,088 | $633K |
| Value Investment Professionals, LLC | 0.66% | — | 23,045 | $632K |
| Dale Q Rice Investment Management Ltd | 0.45% | No change | 22,983 | $630K |
| Paladin Advisory Group, LLC | 0.46% | Reduce -7.5% | 22,912 | $628K |
| Eddie Patel Inc | 0.47% | — | 22,906 | $628K |
| Fulcrum Capital LLC | 0.13% | No change | 22,885 | $628K |
| Keating Financial Advisory Services, Inc. | 0.09% | — | 22,849 | $627K |
| Appleton Partners Inc. | 0.04% | Reduce -2.5% | 22,828 | $626K |
| Meridian Wealth Advisors, LLC | 0.09% | Add +33.0% | 22,818 | $626K |
| Beacon Capital Management, LLC | 0.10% | Add +2.1% | 22,811 | $626K |
| Mirador Capital Partners LP | 0.09% | Add +16.6% | 22,810 | $626K |
| Arete Wealth Advisors, LLC | 0.04% | Add +6.8% | 22,791 | $625K |
| Aerodigm Wealth, LLC | 0.24% | Add +1.0% | 22,770 | $625K |
| Patrick M Sweeney & Associates, Inc. | 0.39% | Add +10.2% | 22,747 | $624K |
| Lyell Wealth Management, LP | 0.05% | Reduce -2.6% | 22,729 | $623K |
| Key Client Fiduciary Advisors, LLC | 0.21% | New | 22,611 | $620K |
| Calamos Wealth Management LLC | 0.02% | Add +11.5% | 22,551 | $619K |
| Allie Family Office LLC | 0.29% | Reduce -48.1% | 22,453 | $616K |
| Capital Planning LLC | 0.17% | Add +30.3% | 22,150 | $614K |
| Balboa Wealth Partners | 0.10% | Add +11.0% | 22,376 | $614K |
| RPS Advisory Solutions LLC | 0.29% | Reduce -37.2% | 22,320 | $612K |
| Breakwater Capital Group | 0.09% | Reduce -0.2% | 22,296 | $612K |
| Avantra Family Wealth, Inc. | 0.44% | Add +0.4% | 22,236 | $610K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -5.9% | 22,165 | $608K |
| Fort Sheridan Advisors LLC | 0.08% | Reduce -22.5% | 22,094 | $606K |
| SOA Wealth Advisors, LLC. | 0.10% | Reduce -3.2% | 22,049 | $605K |
| Fairway Wealth LLC | 0.16% | No change | 21,957 | $602K |
| Meriwether Wealth & Planning, LLC | 0.34% | Reduce -14.0% | 21,897 | $601K |
| Merited Wealth, LLC | 0.56% | — | 21,888 | $600K |
| Timmons Wealth Management, LLC | 0.59% | — | 21,861 | $600K |
| Creekside Partners | 0.25% | Add +13.6% | 21,833 | $599K |
| Telos Capital Management, Inc. | 0.06% | Add +190.8% | 21,814 | $598K |
| Brick & Kyle, Associates | 0.21% | Add +2.9% | 21,768 | $597K |
| Salomon & Ludwin, LLC | 0.05% | Reduce -0.1% | 21,330 | $595K |
| Aldebaran Financial Inc. | 0.55% | No change | 21,500 | $594K |
| Mission Creek Capital Partners, Inc. | 0.12% | Reduce -0.0% | 21,571 | $592K |
| Lantern Wealth Advisors, LLC | 0.31% | Add +4.2% | 21,527 | $591K |
| Oxbow Advisors, LLC | 0.05% | Reduce -24.0% | 21,455 | $588K |
| Martin Capital Partners, LLC | 0.22% | Reduce -2.5% | 21,365 | $586K |
| OMC Financial Services LTD | 0.22% | Reduce -0.6% | 21,361 | $586K |
| Baldwin Investment Management, LLC | 0.07% | Reduce -5.8% | 21,333 | $585K |
| Evolution Wealth Management Inc. | 0.48% | Add +68.2% | 21,239 | $583K |
| Clayton Financial Group LLC | 0.29% | New | 21,000 | $576K |
| Tidemark, LLC | 0.16% | No change | 20,976 | $575K |
| Three Bearings Fiduciary Advisors, Inc. | 0.54% | — | 19,218 | $573K |
| Verity & Verity, LLC | 0.04% | Add +0.4% | 20,886 | $573K |
| Colter Lewis Investment Partners LLC | 0.66% | — | 20,885 | $573K |
| Strata Wealth Advisors, LLC | 0.16% | No change | 20,884 | $573K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -0.6% | 20,732 | $569K |
| Drive Wealth Management, LLC | 0.11% | Add +35.1% | 20,652 | $566K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -10.4% | 20,627 | $566K |
| Gemmer Asset Management LLC | 0.04% | Reduce -9.3% | 20,588 | $565K |
| Keystone Wealth Services, LLC | 0.12% | Add +15.9% | 20,528 | $563K |
| Zacks Investment Management | 0.00% | Add +15.7% | 20,516 | $563K |
| Colonial Trust Co / SC | 0.07% | No change | 20,360 | $563K |
| Oakmont Advisory Group, LLC | 0.60% | — | 20,504 | $562K |
| Commonwealth Financial Services, LLC | 0.09% | Reduce -0.7% | 20,463 | $561K |
| American Trust | 0.05% | Reduce -51.7% | 20,438 | $561K |
| Unify Financial Advisors | 0.58% | — | 20,389 | $559K |
| Advisor Resource Council | 0.20% | New | 18,742 | $559K |
| DRW Securities, LLC | 0.04% | Add +25.4% | 20,242 | $555K |
| Point Windward Advisors Inc. | 0.27% | Add +51.9% | 20,200 | $554K |
| Blue Chip Partners, LLC | 0.04% | Add +70.8% | 20,139 | $552K |
| Cross Staff Investments Inc | 0.30% | Add +2.3% | 20,065 | $550K |
| Kelleher Financial Advisors | 0.13% | No change | 20,040 | $550K |
| Centurion Wealth Management LLC | 0.12% | Reduce -1.2% | 20,010 | $549K |
| 1900 Wealth Management LLC | 0.04% | New | 19,971 | $548K |
| Patten & Patten Inc. | 0.03% | Reduce -36.6% | 19,964 | $548K |
| Iams Wealth Management, LLC | 0.20% | Add +1.7% | 19,886 | $546K |
| Tranquility Partners, LLC | 0.20% | Reduce -0.5% | 19,839 | $544K |
| Capital Advisors Wealth Management, LLC | 0.07% | Reduce -19.6% | 19,781 | $543K |
| Sharkey, Howes & Javer | 0.07% | Reduce -14.9% | 19,746 | $542K |
| Capital Investment Counsel, LLC | 0.07% | Reduce -84.4% | 19,652 | $539K |
| First Financial Corp. | 0.20% | Reduce -15.0% | 19,576 | $537K |
| Berkshire Asset Management LLC | 0.02% | Reduce -78.2% | 19,475 | $534K |
| Pflug Koory, LLC | 0.25% | Add +0.4% | 19,330 | $530K |
| Sigma Investment Counselors Inc. | 0.03% | Reduce -0.4% | 19,328 | $530K |
| Financial Gravity Asset Management, Inc. | 0.10% | Add +82.1% | 19,307 | $530K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -1.9% | 18,544 | $529K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +8.8% | 19,205 | $527K |
| Novem Group | 0.06% | Reduce -8.8% | 19,170 | $526K |
| Optima Capital LLC | 0.23% | Add +10.5% | 19,093 | $524K |
| Ring Mountain Capital, LLC | 0.27% | Reduce -0.8% | 18,071 | $522K |
| Northstar Financial Companies, Inc. | 0.41% | Add +15.1% | 18,976 | $521K |
| Glenmede Trust Co. NA | 0.00% | — | 18,951 | $520K |
| Sherman Wealth Management LLC | 0.45% | — | 18,923 | $519K |
| Basepoint Wealth LLC | 0.32% | Add +1.0% | 18,915 | $519K |
| Maple Capital Management, Inc. | 0.03% | Reduce -69.2% | 18,863 | $517K |
| Cyr Financial Inc. | 0.32% | Reduce -92.3% | 18,848 | $517K |
| Fearless Solutions, LLC dba Best Invest | 0.31% | Reduce -0.2% | 18,818 | $516K |
| Mather Group, Llc. | 0.01% | Add +5.3% | 18,816 | $516K |
| Seneca House Advisors | 0.19% | Reduce -2.5% | 18,745 | $514K |
| Fidelis Capital Partners, LLC | 0.04% | Reduce -4.0% | 18,707 | $513K |
| PDS Planning, Inc | 0.03% | Add +0.2% | 18,623 | $511K |
| Comprehensive Money Management Services LLC | 0.35% | Add +6.8% | 18,555 | $509K |
| Andrews, Lucia Wealth Management LLC | 0.30% | Add +1.0% | 18,548 | $509K |
| FC Advisory LLC | 0.15% | Reduce -10.7% | 18,540 | $509K |
| Jim Saulnier & Associates, LLC | 0.26% | New | 18,349 | $503K |
| Sterling Investment Advisors, Ltd. | 0.09% | Add +26.6% | 18,328 | $503K |
| Cardiff Park Advisors, LLC | 0.04% | Reduce -4.9% | 18,165 | $498K |
| Pinion Investment Advisors, LLC | 0.12% | Reduce -48.8% | 18,157 | $498K |
| Leisure Capital Management | 0.16% | Add +3.3% | 18,025 | $494K |
| Omega Financial Group, LLC | 0.16% | Add +0.9% | 18,009 | $494K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -0.4% | 17,713 | $486K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +5.3% | 17,700 | $486K |
| Strive Financial Group ,LLC | 0.26% | — | 17,671 | $485K |
| Destination Wealth Management | 0.01% | Add +10.8% | 17,671 | $485K |
| Covington Investment Advisors Inc. | 0.07% | Reduce -71.0% | 17,632 | $484K |
| Bridgewealth Advisory Group, LLC | 0.11% | Reduce -6.2% | 17,640 | $484K |
| Clarkston Capital Partners, LLC | 0.01% | Reduce -7.6% | 17,606 | $483K |
| Planned Solutions, Inc. | 0.16% | Reduce -43.0% | 17,583 | $482K |
| Silver Lake Advisory, LLC | 0.19% | Add +18.4% | 17,565 | $482K |
| Centerpoint Advisors, LLC | 0.15% | Add +0.0% | 17,550 | $481K |
| Basso Capital Management, L.P. | 0.29% | New | 17,534 | $481K |
| Ullmann Wealth Partners Group, LLC | 0.05% | No change | 17,956 | $480K |
| Andina Capital Management, LLC | 0.29% | No change | 17,505 | $480K |
| Angeles Wealth Management, LLC | 0.03% | No change | 17,463 | $479K |
| Oldfather Financial Services, LLC | 0.14% | Reduce -4.4% | 17,454 | $479K |
| Patton Albertson Miller Group, LLC | 0.06% | No change | 17,431 | $478K |
| Tsfg, LLC | 0.07% | Reduce -1.8% | 17,437 | $478K |
| Integrity Advisory Solutions, LLC | 0.07% | Add +9.1% | 17,390 | $477K |
| Acorn Financial Advisory Services Inc. | 0.07% | Reduce -0.1% | 17,325 | $475K |
| Range Advisory, LLC | 0.12% | — | 17,280 | $474K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 17,255 | $473K |
| Headlands Technologies LLC | 0.04% | New | 17,184 | $471K |
| Davis R M Inc. | 0.01% | Add +5.0% | 17,158 | $471K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -25.5% | 17,141 | $470K |
| Payne Capital LLC | 0.48% | No change | 17,115 | $469K |
| First Foundation Advisors | 0.02% | Add +7.7% | 17,098 | $469K |
| Thompson Davis & Co., Inc. | 0.28% | Reduce -0.3% | 17,091 | $469K |
| Fairfield Financial Advisors, LTD | 0.15% | Add +1.0% | 17,086 | $469K |
| Downshift Financial, LLC | 0.29% | — | 15,019 | $464K |
| Heritage Oak Wealth Advisors LLC | 0.17% | Reduce -3.6% | 16,819 | $461K |
| Impact Capital Partners LLC | 0.14% | Reduce -4.9% | 16,724 | $459K |
| Presidio Capital Management, LLC | 0.14% | Reduce -98.2% | 16,708 | $458K |
| Ketron Financial | 0.15% | — | 16,658 | $457K |
| Cura Wealth Advisors, LLC | 0.17% | Add +0.3% | 16,634 | $456K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +0.2% | 16,547 | $454K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +25.4% | 16,537 | $454K |
| Sentinel Pension Advisors, LLC | 0.07% | Reduce -7.8% | 16,532 | $453K |
| Smith Salley Wealth Management | 0.02% | Reduce -10.7% | 16,506 | $453K |
| Team Hewins, LLC | 0.15% | Add +86.7% | 16,496 | $452K |
| 1ST Source Bank | 0.02% | Reduce -1.2% | 16,469 | $452K |
| Pine Haven Investment Counsel, Inc | 0.32% | Add +9.3% | 16,444 | $451K |
| Stokes Family Office, LLC | 0.04% | Reduce -80.3% | 16,435 | $451K |
| Etesian Wealth Advisors, Inc. | 0.14% | Reduce -4.2% | 16,430 | $451K |
| Ameriflex Group, Inc. | 0.23% | Reduce -37.2% | 16,420 | $450K |
| Rehmann Capital Advisory Group | 0.02% | Add +35.9% | 16,401 | $450K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +4.6% | 16,370 | $449K |
| Essex Bank | 0.10% | No change | 16,338 | $448K |
| Regions Financial Corp. | 0.00% | Reduce -3.0% | 16,262 | $446K |
| FineMark National Bank & Trust | 0.01% | No change | 16,180 | $444K |
| Westwood Holdings Group Inc. | 0.00% | No change | 16,163 | $443K |
| Apella Capital, LLC | 0.01% | Add +14.1% | 16,095 | $441K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +1.3% | 16,084 | $441K |
| Claro Advisors Inc. | 0.06% | Add +87.3% | 16,084 | $441K |
| Plus Group Wealth Advisors LLC | 0.49% | — | 16,076 | $441K |
| Wealthstar Advisors, LLC | 0.24% | Reduce -3.3% | 16,058 | $440K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -1.0% | 16,039 | $440K |
| PTM Wealth Management, LLC | 0.25% | Add +35.1% | 15,762 | $440K |
| Sax Wealth Advisors, LLC | 0.02% | Add +4.2% | 16,036 | $440K |
| Prosperity Wealth Management, Inc. | 0.15% | Add +9.9% | 16,003 | $439K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -18.7% | 16,002 | $439K |
| Hutchens & Kramer Investment Management Group, LLC | 0.15% | Add +30.2% | 15,925 | $437K |
| Uptick Partners, LLC | 0.09% | Add +19.3% | 15,921 | $437K |
| Secure Asset Management, LLC | 0.07% | Reduce -60.1% | 15,910 | $436K |
| Independent Wealth Advisors LLC | 0.45% | — | 15,885 | $436K |
| Kingsman Wealth Management, Inc. | 0.24% | Add +0.1% | 15,849 | $435K |
| Sanchez Wealth Management Group | 0.09% | No change | 15,829 | $434K |
| Duncker Streett & Co. Inc. | 0.08% | Add +0.0% | 15,803 | $433K |
| Aspen Wealth Strategies, LLC | 0.24% | Add +16.1% | 15,802 | $433K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 15,533 | $433K |
| Sensible Money, LLC | 0.14% | Add +84.7% | 15,785 | $433K |
| Planning Project LLC | 0.11% | — | 15,775 | $433K |
| Brown Wealth Management, LLC | 0.11% | No change | 15,773 | $433K |
| WealthPoint Financial, LLC | 0.38% | — | 15,729 | $431K |
| Basecamp Wealth Advisors LLC | 0.09% | — | 15,729 | $431K |
| CM Wealth Advisors LLC | 0.10% | Reduce -13.1% | 15,667 | $430K |
| Emergent Wealth Advisors, LLC | 0.24% | Reduce -16.1% | 15,562 | $427K |
| Chokshi & Queen Wealth Advisors, Inc | 0.22% | Add +6.4% | 15,555 | $427K |
| Cornerstone Planning, LLC | 0.10% | — | 15,545 | $426K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Add +0.7% | 15,527 | $426K |
| N.E.W. Advisory Services LLC | 0.03% | Add +305.2% | 15,387 | $422K |
| Signaturefd, LLC | 0.01% | Reduce -29.7% | 15,346 | $421K |
| Howland Capital Management LLC | 0.02% | No change | 15,326 | $420K |
| Darden Wealth Group Inc | 0.20% | Reduce -5.3% | 15,319 | $420K |
| ATLas Financial Planning LLC | 0.41% | — | 15,306 | $420K |
| ZynergyRetirementPlanningLLC | 0.26% | Add +1.4% | 15,299 | $420K |
| Aegis Wealth Management LLC | 0.23% | Reduce -78.1% | 15,100 | $414K |
| Private Client Services, LLC | 0.13% | Reduce -8.3% | 15,091 | $414K |
| DKM Wealth Management, Inc. | 0.31% | No change | 15,060 | $413K |
| 1832 Asset Management L.P. | 0.00% | Add +0.2% | 15,036 | $412K |
| Fiduciary Family Office, LLC | 0.12% | No change | 15,000 | $411K |
| Cypress Capital Group | 0.05% | New | 15,000 | $411K |
| Old National Bancorp | 0.01% | Add +29.7% | 15,000 | $411K |
| Maia Wealth LLC | 0.07% | Add +74.0% | 13,087 | $410K |
| Daytona Street Capital LLC | 0.32% | — | 14,927 | $409K |
| Tenon Financial LLC | 0.17% | Reduce -1.7% | 14,907 | $409K |
| Earned Wealth Advisors, LLC | 0.03% | New | 14,843 | $407K |
| Leading Edge Financial Planning LLC | 0.09% | Reduce -2.7% | 14,760 | $405K |
| Alley Investment Management Company, LLC | 0.05% | Reduce -0.7% | 14,721 | $404K |
| Legacy Financial Advisors, Inc. | 0.06% | Add +3.8% | 14,686 | $403K |
| Millstone Evans Group, LLC | 0.24% | Add +88.4% | 14,644 | $402K |
| GenWealth Group, Inc. | 0.07% | No change | 14,256 | $400K |
| FSA Investment Group, LLC | 0.24% | Reduce -41.8% | 14,564 | $399K |
| Resonant Capital Advisors, LLC | 0.02% | Add +4.0% | 14,528 | $399K |
| Sunflower Bank, N.A. | 0.10% | Add +3.0% | 14,501 | $398K |
| Investment Partners Asset Management, Inc. | 0.25% | Reduce -34.1% | 14,435 | $396K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 14,432 | $396K |
| Ballast, Inc. | 0.09% | No change | 14,415 | $395K |
| First Horizon Corp. | 0.02% | Add +4.3% | 14,404 | $395K |
| Bay Rivers Group | 0.16% | Add +51.8% | 14,356 | $394K |
| Financial Advisors Network, Inc. | 0.05% | Add +4.6% | 14,334 | $393K |
| Acropolis Investment Management, LLC | 0.02% | No change | 14,333 | $393K |
| Topsail Wealth Management, LLC | 0.06% | No change | 14,142 | $388K |
| AA Financial Advisors, LLC | 0.07% | Add +2.3% | 14,135 | $388K |
| Generation Capital Management LLC | 0.25% | No change | 14,131 | $388K |
| Argus Investors' Counsel, Inc. | 0.31% | Reduce -1.6% | 14,127 | $388K |
| Liberty Wealth Management LLC | 0.05% | New | 14,119 | $387K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 14,076 | $386K |
| Eagle Rock Investment Company, LLC | 0.05% | Add +36.0% | 14,071 | $386K |
| Old North State Wealth Management, LLC | 0.18% | Add +2.1% | 13,919 | $382K |
| Stockman Wealth Management, Inc. | 0.04% | Reduce -4.5% | 13,850 | $380K |
| 1620 Investment Advisors, Inc. | 0.25% | Reduce -13.0% | 13,822 | $379K |
| Debussy Capital Management LP | 0.05% | Add +33.1% | 13,820 | $379K |
| Second Line Capital, LLC | 0.08% | Reduce -10.6% | 13,801 | $379K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 13,789 | $378K |
| NorthRock Partners, LLC | 0.01% | Reduce -1.3% | 13,741 | $377K |
| Studio Investment Management LLC | 0.07% | Add +4.8% | 13,630 | $374K |
| Winter & Associates, Inc. | 0.35% | — | 13,626 | $374K |
| Wealth Effects LLC | 0.12% | Add +3.2% | 13,556 | $372K |
| GoalVest Advisory LLC | 0.07% | Reduce -8.0% | 13,434 | $368K |
| Wealth Architects, LLC | 0.03% | Add +47.2% | 13,398 | $368K |
| Uptown Financial Advisors LLC | 0.31% | No change | 13,350 | $366K |
| Future Financial Wealth Managment LLC | 0.25% | Reduce -23.8% | 12,722 | $365K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -11.6% | 13,298 | $365K |
| RKL Wealth Management LLC | 0.03% | Add +0.1% | 13,249 | $363K |
| RM Financial Services, LLC | 0.32% | — | 13,190 | $362K |
| Garton & Associates Financial Advisors LLC | 0.21% | — | 13,129 | $360K |
| Loudon Investment Management, LLC | 0.19% | Reduce -46.1% | 13,111 | $360K |
| Hancock Whitney Corp. | 0.01% | New | 13,095 | $359K |
| GatePass Capital, LLC | 0.19% | New | 13,094 | $359K |
| Citrine Capital LLC | 0.17% | No change | 13,089 | $359K |
| Waterfront Wealth Inc. | 0.07% | Reduce -3.7% | 12,279 | $359K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 4,235 | $358K |
| NovaPoint Capital, LLC | 0.09% | Add +0.1% | 13,035 | $358K |
| Ridgeline Wealth Planning, LLC | 0.25% | Reduce -8.7% | 13,023 | $357K |
| Redwood Family Wealth LLC | 0.35% | — | 13,022 | $357K |
| Kane Investment Management, Inc. | 0.17% | Reduce -5.2% | 13,010 | $357K |
| Security National Bank of So Dak | 0.17% | No change | 12,930 | $355K |
| Shakespeare Wealth Management, LLC | 0.08% | No change | 12,927 | $355K |
| Godsey & Gibb, Inc. | 0.03% | Reduce -27.6% | 12,911 | $354K |
| Unique Wealth, LLC | 0.05% | Add +0.8% | 12,854 | $353K |
| GGM Financial LLC | 0.17% | Add +0.3% | 12,836 | $352K |
| Prevail Innovative Wealth Advisors, LLC | 0.06% | New | 12,800 | $351K |
| Lake Street Private Wealth, LLC | 0.04% | Add +9.2% | 12,686 | $348K |
| GW Henssler & Associates Ltd. | 0.02% | Reduce -2.1% | 12,670 | $348K |
| Amicus Financial Advisors, LLC | 0.10% | — | 12,660 | $347K |
| Vontobel Holding Ltd. | 0.00% | No change | 12,650 | $347K |
| Compass Advisory Group LLC | 0.09% | Reduce -9.7% | 12,634 | $347K |
| Veracity Capital LLC | 0.10% | New | 12,622 | $346K |
| Keystone Financial Group | 0.03% | Add +40.4% | 12,614 | $346K |
| CPR Investments Inc. | 0.23% | Reduce -23.7% | 12,576 | $345K |
| Harbor Asset Planning, Inc. | 0.29% | Reduce -74.9% | 12,558 | $344K |
| Stone Summit Wealth LLC | 0.09% | Reduce -0.1% | 12,555 | $344K |
| Sfmg, LLC | 0.02% | New | 12,542 | $344K |
| Pinnacle Wealth Management Group, Inc. | 0.17% | Reduce -2.5% | 12,535 | $344K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -0.0% | 12,505 | $343K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -21.1% | 12,479 | $342K |
| Castle Wealth Management LLC | 0.11% | Reduce -5.9% | 12,476 | $342K |
| SK Wealth Management, LLC | 0.09% | Reduce -1.6% | 11,589 | $340K |
| International Private Wealth Advisors LLC | 0.21% | Add +3.3% | 12,398 | $340K |
| Tobias Financial Advisors, Inc. | 0.05% | New | 12,398 | $340K |
| Sage Investment Counsel LLC | 0.37% | Add +2.0% | 12,325 | $338K |
| Heritage Wealth Management, Inc. | 0.09% | Reduce -19.4% | 12,319 | $338K |
| Signature Equity Partners, LLC | 0.19% | — | 12,304 | $338K |
| Clear Point Advisors Inc. | 0.26% | Reduce -50.5% | 12,290 | $337K |
| Stillwater Wealth Management Group | 0.23% | Add +16.9% | 12,273 | $337K |
| Tiller Private Wealth, Inc. | 0.12% | Reduce -45.0% | 12,220 | $335K |
| OneAscent Wealth Management LLC | 0.11% | Reduce -11.9% | 12,213 | $335K |
| RMR Wealth Builders | 0.03% | Reduce -3.6% | 12,213 | $335K |
| Athena Wealth Management, LLC | 0.33% | — | 12,198 | $335K |
| Aznar Financial Advisors, LLC | 0.32% | — | 12,174 | $334K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -91.5% | 12,128 | $333K |
| Indivisible Partners | 0.04% | — | 12,122 | $333K |
| J2 Capital Management Inc | 0.24% | No change | 12,114 | $332K |
| Partners Wealth Management, LLC | 0.35% | Reduce -26.3% | 12,095 | $332K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -27.3% | 12,094 | $332K |
| Horizon Investment Services, LLC | 0.12% | Add +0.0% | 12,063 | $331K |
| Buck Wealth Strategies, LLC | 0.04% | Reduce -5.2% | 12,056 | $331K |
| YANKCOM Partnership | 0.14% | Add +48.3% | 12,053 | $331K |
| Tandem Investment Partners LLC | 0.28% | Reduce -18.4% | 12,027 | $330K |
| Straight Path Wealth Management | 0.09% | Add +2.1% | 11,995 | $329K |
| SkyOak Wealth, LLC | 0.06% | Add +0.0% | 11,969 | $328K |
| Valley Financial Group, Inc. | 0.18% | Reduce -63.6% | 11,945 | $328K |
| Fairfield, Bush & Co. | 0.17% | Reduce -4.0% | 11,928 | $327K |
| JB Capital LLC | 0.01% | Reduce -6.7% | 11,776 | $323K |
| Cambria Investment Management, L.P. | 0.02% | Add +11.3% | 11,767 | $323K |
| FSA Advisors, Inc. | 0.22% | Reduce -20.4% | 11,757 | $322K |
| J.E. Simmons & Co., P.C. | 0.21% | — | 11,719 | $321K |
| Frisch Financial Group, Inc. | 0.07% | Add +0.6% | 11,701 | $321K |
| Flagstar Securities, Inc. | 0.11% | Reduce -47.2% | 11,662 | $320K |
| Sacks & Associates, LLC | 0.23% | — | 11,652 | $320K |
| Autumn Glory Partners, LLC | 0.11% | New | 11,572 | $317K |
| Caldwell Sutter Capital, Inc. | 0.13% | Add +5.3% | 11,489 | $315K |
| Main Street Group, LTD | 0.11% | Add +0.8% | 11,449 | $314K |
| Ballast Rock Private Wealth LLC | 0.20% | — | 11,440 | $314K |
| D L Carlson Investment Group Inc. | 0.05% | No change | 11,425 | $313K |
| SIMA Wealth Partners, LLC | 0.24% | Reduce -5.8% | 11,408 | $313K |
| Lodestone Wealth Management LLC | 0.13% | Add +1.7% | 11,391 | $312K |
| Blom & Howell Financial Planning, Inc. | 0.31% | — | 11,343 | $311K |
| Pacific Sage Partners, LLC | 0.05% | Add +21.5% | 11,320 | $311K |
| WESPAC Advisors SoCal, LLC | 0.06% | Add +24.4% | 11,286 | $310K |
| Bulwark Capital Corp | 0.22% | Reduce -19.7% | 11,273 | $309K |
| River Wealth Advisors LLC | 0.03% | Add +11.4% | 11,266 | $309K |
| VestGen Advisors, LLC | 0.01% | Reduce -71.4% | 11,260 | $309K |
| Vicus Capital | 0.02% | Add +12.7% | 11,258 | $309K |
| TFB Advisors LLC | 0.09% | Reduce -0.3% | 11,236 | $308K |
| Heck Capital Advisors, LLC | 0.02% | New | 11,195 | $307K |
| Heirloom Wealth Management | 0.07% | No change | 11,181 | $307K |
| Global Trust Asset Management, LLC | 0.12% | Reduce -9.9% | 11,180 | $307K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +9.4% | 10,094 | $306K |
| Security National Bank of Sioux City Iowa | 0.19% | No change | 11,070 | $304K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -12.8% | 10,797 | $303K |
| Laraway Financial Advisors Inc | 0.20% | Add +20.9% | 11,048 | $303K |
| Pegasus Asset Management, Inc. | 0.09% | Add +0.9% | 11,031 | $303K |
| BCM Advisors, LLC | 0.06% | No change | 10,373 | $302K |
| Seelaus Asset Management LLC | 0.24% | Add +2.6% | 11,004 | $302K |
| Ignite Planners, LLC | 0.05% | Add +14.2% | 10,076 | $300K |
| Cherry Tree Wealth Management, LLC | 0.06% | No change | 10,923 | $300K |
| Wealth Management Partners, LLC | 0.09% | Add +7.1% | 10,907 | $299K |
| McElhenny Sheffield Capital Management, LLC | 0.07% | Add +5.8% | 10,875 | $298K |
| Sightline Wealth Advisors, LLC | 0.13% | Reduce -35.7% | 10,814 | $297K |
| Northcape Wealth Management, LLC | 0.08% | No change | 10,800 | $296K |
| Grandview Asset Management LLC | 0.08% | Reduce -8.7% | 10,777 | $296K |
| Peak Retirement Planning, Inc. | 0.07% | Reduce -26.1% | 10,754 | $295K |
| Leeward Financial Partners, LLC | 0.08% | Reduce -7.8% | 10,741 | $295K |
| apricus wealth, LLC | 0.15% | Reduce -20.8% | 10,737 | $295K |
| Delta Investment Management, LLC | 0.05% | Add +11.4% | 10,718 | $294K |
| Tanglewood Wealth Management, Inc. | 0.03% | No change | 10,677 | $293K |
| Rowlandmiller & Partners.adv | 0.06% | New | 10,663 | $293K |
| Procyon Advisors, LLC | 0.01% | Reduce -17.1% | 10,588 | $290K |
| Blue Sky Capital Consultants Group, Inc. | 0.13% | Reduce -7.1% | 10,546 | $289K |
| Morris Financial Concepts, Inc. | 0.10% | No change | 10,545 | $289K |
| Kingdom Financial Group LLC. | 0.09% | New | 10,532 | $289K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.24% | New | 10,518 | $289K |
| Delta Asset Management LLC | 0.02% | No change | 10,500 | $288K |
| UNIVEST FINANCIAL Corp | 0.02% | Add +0.0% | 10,493 | $288K |
| Lansing Street Advisors | 0.07% | Add +21.3% | 10,478 | $287K |
| Investment Planning Advisors, Inc. | 0.08% | Add +1.0% | 10,456 | $287K |
| Tenret Co LLC | 0.14% | No change | 10,425 | $286K |
| FF Advisors,LLC | 0.13% | Add +31.2% | 10,408 | $285K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 10,362 | $284K |
| Blue Trust, Inc. | 0.00% | Reduce -10.1% | 10,345 | $284K |
| Cascade Wealth Advisors, Inc | 0.13% | No change | 9,660 | $283K |
| Strategic Financial Partners, Ltd. | 0.12% | Add +1.0% | 10,283 | $282K |
| Foster & Motley Inc. | 0.01% | Add +0.2% | 10,282 | $282K |
| Strategic Advisors LLC | 0.04% | Add +7.2% | 10,245 | $281K |
| Hamilton Capital, LLC | 0.01% | — | 10,239 | $281K |
| Raub Brock Capital Management LP | 0.06% | Add +1.0% | 10,214 | $280K |
| Samalin Investment Counsel, LLC | 0.10% | Add +1.0% | 10,198 | $280K |
| Davis Wealth Advisors, LLC | 0.23% | Reduce -55.9% | 10,196 | $280K |
| Centerpoint Advisory Group | 0.21% | No change | 10,158 | $279K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Add +0.7% | 10,138 | $278K |
| Fortune Financial Group, Inc. | 0.27% | — | 9,059 | $277K |
| Shepherd Kaplan Krochuk, LLC | 0.23% | Reduce -90.2% | 10,097 | $277K |
| Scholtz & Company, LLC | 0.12% | New | 10,087 | $277K |
| Investmark Advisory Group LLC | 0.12% | Reduce -42.2% | 10,036 | $275K |
| Bernicke Wealth Management, Ltd. | 0.04% | — | 10,029 | $275K |
| Legacy Financial Group LLC | 0.03% | No change | 8,808 | $273K |
| Heritage Trust Co | 0.03% | No change | 9,916 | $272K |
| Woodward Diversified Capital, LLC | 0.12% | Reduce -0.6% | 9,913 | $272K |
| Wolff Wiese Magana LLC | 0.15% | Reduce -1.4% | 9,903 | $272K |
| Clarendon Private LLC | 0.23% | Add +0.8% | 9,877 | $271K |
| Empire Financial Management Company, LLC | 0.06% | Reduce -4.6% | 9,874 | $271K |
| Global Assets Advisory, LLC | 0.08% | Reduce -18.6% | 9,864 | $271K |
| MeadowBrook Investment Advisors LLC | 0.23% | Add +33.1% | 9,857 | $270K |
| Marco Investment Management LLC | 0.02% | No change | 9,848 | $270K |
| R. W. Roge & Company, Inc. | 0.13% | No change | 9,852 | $270K |
| Pacific Center for Financial Services | 0.07% | No change | 9,832 | $268K |
| Daviman Financial, LLC | 0.16% | — | 9,775 | $268K |
| Fiduciary Group, LLC | 0.02% | New | 9,716 | $267K |
| Western Reserve Capital Management, LLC | 0.25% | — | 9,696 | $266K |
| Briggs Wealth Management, Inc | 0.29% | — | 9,690 | $266K |
| Frederick Financial Consultants, LLC | 0.15% | Add +0.2% | 9,685 | $266K |
| Hopwood Nicholas Hunter | 0.09% | — | 9,670 | $265K |
| Trinity Legacy Partners, LLC | 0.06% | Add +1.1% | 9,655 | $265K |
| Johnson Bixby & Associates, LLC | 0.03% | No change | 9,642 | $264K |
| EagleClaw Capital Managment, LLC | 0.04% | Add +1.4% | 9,635 | $264K |
| UMB Bank, n.a. | 0.00% | Reduce -11.9% | 9,605 | $263K |
| Virtue Capital Management, LLC | 0.04% | Reduce -92.7% | 9,464 | $262K |
| Busey Bank | 0.01% | Add +21.8% | 9,552 | $262K |
| Broadleaf Partners, LLC | 0.06% | Reduce -94.8% | 9,536 | $262K |
| Fulton Breakefield Broenniman LLC | 0.02% | New | 9,502 | $261K |
| Meritage Portfolio Management | 0.02% | New | 9,498 | $261K |
| Oakworth Capital, Inc. | 0.01% | No change | 9,482 | $260K |
| Lowery Thomas, LLC | 0.15% | Add +5.5% | 9,452 | $259K |
| St Germain D J Co. Inc. | 0.01% | Reduce -27.0% | 9,449 | $259K |
| Clark Capital Management Group, Inc. | 0.00% | New | 9,422 | $258K |
| Alteri Wealth LLC | 0.08% | Add +3.0% | 9,418 | $258K |
| D'Orazio & Associates, Inc. | 0.03% | Add +21.8% | 9,360 | $257K |
| Arta Finance Wealth Management LLC | 0.13% | — | 9,359 | $257K |
| Nautilus Advisors LLC | 0.17% | Reduce -0.8% | 9,308 | $255K |
| Ritholtz Wealth Management | 0.00% | Add +19.9% | 9,301 | $255K |
| BDFS Capital LLC | 0.13% | — | 9,259 | $254K |
| Sankala Group LLC | 0.20% | — | 7,987 | $254K |
| Harmony Asset Management LLC | 0.08% | No change | 9,231 | $253K |
| CX Institutional | 0.01% | Add +14.1% | 9,208 | $253K |
| Jackson Thornton Wealth Management, LLC | 0.02% | Reduce -3.9% | 9,006 | $253K |
| Fortis Group Advisors, LLC | 0.04% | New | 8,473 | $253K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | — | 9,209 | $253K |
| MidFirst Bank | 0.02% | — | 9,139 | $251K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -15.3% | 9,100 | $250K |
| Faithward Advisors, LLC | 0.04% | Reduce -47.4% | 9,054 | $248K |
| Thrive Capital Management, LLC | 0.06% | Reduce -3.3% | 9,043 | $248K |
| Klingman & Associates, LLC | 0.01% | Reduce -6.4% | 9,002 | $247K |
| PUREfi Wealth, LLC | 0.19% | No change | 9,000 | $247K |
| Avos Capital Management, LLC | 0.11% | No change | 9,000 | $247K |
| Well Done, LLC | 0.04% | No change | 9,000 | $247K |
| TCI Wealth Advisors, Inc. | 0.01% | Reduce -1.4% | 8,997 | $247K |
| Trivium Point Advisory, LLC | 0.02% | Add +0.4% | 8,981 | $246K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.08% | No change | 8,970 | $246K |
| Ballentine Partners, LLC | 0.00% | Reduce -11.1% | 8,962 | $246K |
| MBL Wealth, LLC | 0.02% | Add +0.4% | 8,912 | $244K |
| Provident Wealth Management, LLC | 0.07% | No change | 8,907 | $244K |
| Hamrick Investment Counsel, llc | 0.18% | — | 8,893 | $244K |
| Serenus Wealth Advisors, LLC | 0.05% | Reduce -30.5% | 8,883 | $244K |
| Toth Financial Advisory Corp. | 0.03% | Add +15.3% | 8,880 | $244K |
| Clifford Group, LLC | 0.19% | Reduce -11.6% | 8,838 | $242K |
| Roberts Glore & Co. Inc. | 0.06% | No change | 8,835 | $242K |
| Evoke Wealth, LLC | 0.00% | Add +0.0% | 8,831 | $242K |
| Townsquare Capital LLC | 0.05% | Add +0.1% | 8,830 | $242K |
| Trust Co. of Vermont | 0.01% | Reduce -3.4% | 8,825 | $242K |
| HCR Wealth Advisors | 0.02% | Add +0.7% | 8,812 | $242K |
| Peachtree Investment Partners, LLC | 0.08% | Reduce -13.6% | 8,773 | $241K |
| TCFG Wealth Management, LLC | 0.09% | Add +3.3% | 8,751 | $240K |
| Brown, Lisle/Cummings, Inc. | 0.06% | No change | 8,735 | $240K |
| West Paces Advisors Inc. | 0.05% | Add +9.4% | 8,728 | $239K |
| Jamison Private Wealth Management, Inc. | 0.03% | Reduce -2.5% | 8,724 | $239K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -97.4% | 8,713 | $239K |
| Clientfirst Wealth Management, LLC | 0.19% | No change | 8,700 | $239K |
| Quadrant Private Wealth Management, LLC | 0.04% | Add +8.7% | 8,680 | $238K |
| Emprise Bank | 0.10% | New | 8,680 | $238K |
| HMV Wealth Advisors, LLC | 0.12% | No change | 8,677 | $238K |
| Harfst & Associates, Inc. | 0.04% | New | 8,629 | $237K |
| Innovative Wealth Building LLC | 0.17% | Reduce -5.0% | 8,623 | $237K |
| Copley Financial Group, Inc. | 0.15% | Reduce -16.3% | 8,608 | $236K |
| Birch Financial Group, LLC | 0.13% | Add +1.0% | 8,608 | $236K |
| Coston, McIsaac & Partners | 0.05% | Add +1.1% | 8,654 | $236K |
| L. Roy Papp & Associates, LLP | 0.03% | No change | 8,595 | $236K |
| GAMMA Investing LLC | 0.01% | Add +29.5% | 8,587 | $236K |
| Proficio Capital Partners LLC | 0.02% | Reduce -38.8% | 8,577 | $235K |
| Harbor Advisory Corp. | 0.07% | No change | 8,550 | $235K |
| Argos Wealth Advisors, LLC | 0.06% | — | 8,535 | $234K |
| Archer Investment Corp | 0.05% | Add +5.0% | 8,534 | $234K |
| Birch Hill Investment Advisors LLC | 0.01% | New | 8,500 | $233K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | Reduce -61.6% | 8,473 | $232K |
| LOM Asset Management Ltd | 0.07% | Reduce -2.0% | 8,470 | $232K |
| Crews Bank & Trust | 0.03% | No change | 8,460 | $232K |
| Xxi Wealth, LLC | 0.14% | — | 8,399 | $230K |
| Smart Money Group LLC | 0.07% | Reduce -12.6% | 8,372 | $230K |
| Wealth Alliance Advisory Group, LLC | 0.04% | No change | 8,364 | $229K |
| Syntegra Private Wealth Group, LLC | 0.02% | No change | 8,317 | $228K |
| WoodTrust Financial Corp | 0.03% | New | 8,294 | $228K |
| Heritage Investors Management Corp. | 0.01% | No change | 8,318 | $228K |
| McIlrath & Eck, LLC | 0.02% | Reduce -36.3% | 8,234 | $226K |
| Ballast Financial Advisors LLC | 0.23% | — | 8,159 | $224K |
| WealthCollab, LLC | 0.09% | Add +0.1% | 8,157 | $224K |
| Forum Private Client Group LLC | 0.08% | Reduce -33.9% | 8,107 | $222K |
| Triangle Securities Wealth Management | 0.05% | Reduce -2.8% | 8,093 | $222K |
| Manchester Financial Inc. | 0.04% | Reduce -3.0% | 8,090 | $222K |
| Whittier Trust Co. | 0.00% | No change | 7,896 | $222K |
| Lewis Asset Management, LLC | 0.09% | Reduce -0.0% | 8,077 | $222K |
| Finer Wealth Management, Inc. | 0.11% | Reduce -18.3% | 8,045 | $221K |
| Granite Bay Wealth Management, LLC | 0.05% | Add +0.1% | 8,043 | $221K |
| Midwest Capital Advisors, LLC | 0.11% | Add +1.0% | 8,014 | $220K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 8,000 | $219K |
| Total Investment Management Inc. | 0.03% | New | 7,983 | $219K |
| BSW Wealth Partners | 0.03% | Reduce -1.1% | 7,978 | $219K |
| Heritage Financial Services, LLC | 0.02% | Reduce -16.5% | 7,938 | $218K |
| Silver Oak Wealth Advisors Services, LLC | 0.14% | No change | 7,937 | $218K |
| Wagner Wealth Management, LLC | 0.05% | Add +1.0% | 7,897 | $217K |
| Outlook Wealth Advisors, LLC | 0.05% | No change | 7,890 | $216K |
| Granville Capital, Inc. | 0.11% | — | 7,881 | $216K |
| Harbor Group, Inc. | 0.03% | Reduce -6.7% | 7,848 | $215K |
| Cadent Capital Advisors, LLC | 0.06% | New | 7,847 | $215K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -17.0% | 7,831 | $215K |
| Drake & Associates, LLC | 0.04% | New | 7,812 | $214K |
| Peak Financial Management, Inc. | 0.06% | New | 7,802 | $214K |
| Roble, Belko & Company, Inc | 0.03% | Add +0.8% | 7,791 | $214K |
| Tailwinds Wealth, LLC | 0.23% | — | 7,789 | $214K |
| Ogorek Anthony Joseph /NY/ | 0.06% | Add +0.2% | 7,792 | $213K |
| Kirtland Hills Capital Management, LLC | 0.07% | New | 7,750 | $213K |
| STAR Financial Bank | 0.11% | New | 7,716 | $212K |
| First Financial Bank - Trust Division | 0.02% | New | 7,628 | $209K |
| Fiduciary Financial Group, LLC | 0.03% | Reduce -4.2% | 7,618 | $209K |
| Aberdeen Wealth Management LLC | 0.10% | Add +1.1% | 7,616 | $209K |
| Synergy Financial Group, LTD | 0.15% | Reduce -0.4% | 7,604 | $209K |
| Palisades Hudson Asset Management, L.P. | 0.08% | No change | 7,599 | $208K |
| Arvest Bank Trust Division | 0.01% | Add +0.3% | 7,580 | $208K |
| GEM Asset Management, LLC | 0.09% | New | 7,435 | $207K |
| Lazari Capital Management, Inc. | 0.07% | No change | 7,542 | $207K |
| Approach Retirement Advisors, LLC | 0.18% | — | 7,500 | $206K |
| S.E.E.D. Planning Group LLC | 0.06% | No change | 7,500 | $206K |
| Foresight Capital Management Advisors, Inc. | 0.11% | Add +0.1% | 7,498 | $206K |
| Canopy Partners, LLC | 0.07% | Add +0.3% | 7,462 | $205K |
| Robinson Smith Wealth Advisors LLC | 0.14% | Reduce -2.2% | 7,437 | $204K |
| Norden Group LLC | 0.02% | Add +0.2% | 7,434 | $204K |
| Westside Investment Management, Inc. | 0.03% | Add +2.3% | 7,371 | $204K |
| Opal Capital LLC | 0.05% | — | 6,461 | $203K |
| Firethorn Wealth Partners, LLC | 0.08% | Reduce -28.2% | 7,367 | $202K |
| Continental Investors Services, Inc. | 0.26% | New | 6,775 | $202K |
| Flavin Financial Services, Inc. | 0.14% | New | 7,345 | $201K |
| Quartz Partners, LLC | 0.07% | New | 7,325 | $201K |
| Peoples Bank | 0.12% | New | 7,301 | $200K |
| HighMark Wealth Management LLC | 0.08% | Add +1.0% | 7,274 | $200K |
| Obsidian Cio, LLC | 0.29% | Reduce -38.1% | 7,071 | $194K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 7,039 | $193K |
| Accordant Advisory Group Inc | 0.13% | Reduce -93.5% | 7,005 | $192K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +19.2% | 6,981 | $192K |
| Litman Gregory Wealth Management LLC | 0.01% | Reduce -32.2% | 6,976 | $191K |
| Activest Wealth Management | 0.04% | No change | 6,974 | $191K |
| HM Payson & Co. | 0.00% | Reduce -12.3% | 6,901 | $189K |
| IFC & Insurance Marketing, Inc. | 0.19% | — | 6,892 | $189K |
| Dunhill Financial, LLC | 0.06% | Add +179.8% | 6,846 | $188K |
| Hendershot Investments Inc. | 0.02% | No change | 6,749 | $185K |
| Maryland Capital Advisors Inc. | 0.06% | Add +4.0% | 6,581 | $181K |
| Abound Wealth Management | 0.04% | Reduce -30.8% | 6,217 | $171K |
| Creative Financial Designs Inc. | 0.01% | Reduce -90.0% | 6,179 | $169K |
| JFS Wealth Advisors, LLC | 0.01% | Add +32.7% | 5,961 | $164K |
| DecisionPoint Financial, LLC | 0.04% | No change | 5,858 | $161K |
| Atomic Invest LLC | 0.09% | — | 5,765 | $159K |
| Empirical Asset Management, LLC | 0.04% | Reduce -5.2% | 28,394 | $157K |
| United Community Bank | 0.06% | Add +2.0% | 5,663 | $155K |
| West Financial Advisors, LLC | 0.03% | No change | 5,651 | $155K |
| Bayban | 0.13% | — | 5,385 | $148K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | New | 5,315 | $146K |
| Rice Partnership, LLC | 0.02% | Reduce -66.7% | 5,160 | $142K |
| Bullock Wealth Management Group | 0.07% | — | 5,111 | $140K |
| Hantz Financial Services, Inc. | 0.00% | Add +4.3% | 5,105 | $140K |
| CDKV Holdings LLC | 0.12% | — | 5,100 | $140K |
| Grey Ledge Advisors, LLC | 0.03% | Add +6.1% | 5,007 | $137K |
| Meramec Financial Planners, LLC | 0.05% | — | 4,308 | $136K |
| Westfuller Advisors, LLC | 0.05% | Add +1.0% | 4,799 | $132K |
| Cheviot Value Management, LLC | 0.01% | Add +0.3% | 4,446 | $130K |
| Tradewinds Capital Management, LLC | 0.03% | Add +467.9% | 4,708 | $129K |
| Wellington-Altus USA Inc. | 0.09% | — | 4,640 | $127K |
| Affinity Wealth LLC | 0.09% | Add +18.7% | 4,609 | $126K |
| Northwest Capital Management Inc | 0.53% | Reduce -96.1% | 4,470 | $123K |
| Rossby Financial, LCC | 0.04% | No change | 4,449 | $122K |
| First Pacific Financial | 0.02% | Add +1.0% | 4,298 | $118K |
| Franklin Resources Inc. | 0.00% | Reduce -29.4% | 4,246 | $116K |
| Tucker Asset Management LLC | 0.03% | Add +15.6% | 4,124 | $113K |
| Acumen Wealth Advisors, LLC | 0.03% | — | 4,091 | $112K |
| Copia Wealth Management | 0.08% | No change | 4,030 | $111K |
| Lloyd Advisory Services, LLC. | 0.04% | New | 3,968 | $109K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 3,816 | $105K |
| McGuire Capital Advisors Inc. | 0.07% | — | 3,758 | $103K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -2.6% | 3,732 | $102K |
| Palouse Capital Management, Inc. | 0.07% | Add +1.6% | 3,673 | $101K |
| Navigoe, LLC | 0.06% | No change | 3,663 | $100K |
| Integrity Financial Corp | 0.05% | Reduce -78.1% | 3,625 | $99K |
| Ballast Advisors LLC | 0.03% | No change | 3,561 | $98K |
| Summit Securities Group LLC | 0.02% | New | 3,400 | $93K |
| Solstein Capital, LLC | 0.04% | New | 3,370 | $92K |
| Red Tortoise LLC | 0.04% | Add +0.6% | 3,324 | $91K |
| Curio Wealth, LLC | 0.03% | No change | 3,240 | $90K |
| Barrett & Company, Inc. | 0.03% | Add +20.1% | 3,087 | $85K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -22.6% | 3,083 | $85K |
| Key Capital Management, INC | 0.08% | — | 3,054 | $84K |
| Wealth Watch Advisors, INC | 0.03% | Reduce -2.7% | 3,016 | $83K |
| Weaver Capital Management LLC | 0.02% | Add +1.0% | 3,005 | $82K |
| Arlington Trust Co LLC | 0.01% | No change | 3,000 | $82K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 3,000 | $82K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -8.6% | 2,985 | $82K |
| Aventura Private Wealth, LLC | 0.03% | Reduce -0.1% | 2,709 | $74K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 2,604 | $71K |
| Center for Financial Planning, Inc. | 0.01% | No change | 2,598 | $71K |
| Stone House Investment Management, LLC | 0.01% | New | 2,520 | $69K |
| Safe Harbor Fiduciary, LLC | 0.06% | — | 2,481 | $68K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Reduce -18.8% | 2,441 | $67K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -20.7% | 2,435 | $67K |
| Glassman Wealth Services | 0.01% | Reduce -75.9% | 2,413 | $66K |
| MPWM Advisory Solutions, LLC | 0.04% | Add +780.0% | 2,376 | $65K |
| Rialto Wealth Management, LLC | 0.02% | No change | 2,340 | $64K |
| Arbor Wealth Management LLC\AZ | 0.05% | — | 2,300 | $63K |
| Evermay Wealth Management LLC | 0.01% | Reduce -10.5% | 2,250 | $62K |
| Pin Oak Investment Advisors Inc. | 0.04% | New | 1,899 | $60K |
| Thompson Investment Management, Inc. | 0.01% | No change | 2,169 | $59K |
| Beacon Financial Strategies CORP | 0.03% | New | 2,137 | $59K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 2,136 | $59K |
| Covestor Ltd | 0.03% | Add +9.3% | 2,099 | $58K |
| Pandora Wealth, Inc. | 0.04% | No change | 2,100 | $58K |
| First Community Trust NA | 0.04% | No change | 2,097 | $58K |
| Smallwood Wealth Investment Management, LLC | 0.03% | Reduce -23.6% | 2,053 | $56K |
| Roxbury Financial LLC | 0.05% | Add +0.5% | 1,991 | $55K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -89.0% | 1,953 | $54K |
| Versant Capital Management, Inc | 0.01% | Reduce -83.8% | 1,930 | $53K |
| Van Den Berg Management I, Inc. | 0.01% | No change | 1,899 | $52K |
| Biltmore Family Office, LLC | 0.01% | Add +91.4% | 1,864 | $51K |
| Robinswood Financial LLC | 0.02% | Reduce -20.0% | 1,819 | $50K |
| Catherine Avery Investment Management LLC | 0.03% | No change | 1,806 | $50K |
| CNB Bank | 0.02% | No change | 1,803 | $49K |
| Founders Capital Management | 0.03% | No change | 1,800 | $49K |
| Disciplined Equity Management, Inc. | 0.03% | No change | 1,777 | $49K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +317.1% | 1,752 | $48K |
| Godfrey Financial Associates, Inc. | 0.04% | — | 1,733 | $48K |
| Compass Financial Services Inc | 0.02% | No change | 1,722 | $47K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +159.5% | 1,671 | $46K |
| Kennebec Savings Bank | 0.04% | No change | 1,665 | $46K |
| Global Wealth Strategies & Associates | 0.01% | Add +3.6% | 1,656 | $45K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 1,635 | $45K |
| Estate Planners Group, LLC | 0.02% | — | 1,620 | $44K |
| Maseco LLP | 0.00% | New | 1,600 | $44K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Add +3.3% | 1,526 | $42K |
| Hughes Financial Services, LLC | 0.01% | Reduce -57.1% | 1,505 | $41K |
| Frazier Financial Advisors, LLC | 0.02% | Reduce -10.7% | 1,498 | $41K |
| Operose Advisors LLC | 0.01% | No change | 1,494 | $41K |
| Transce3nd, LLC | 0.32% | Reduce -1.1% | 1,370 | $40K |
| Hanson & Doremus Investment Management | 0.00% | No change | 1,475 | $40K |
| MTM Investment Management, LLC | 0.01% | No change | 1,422 | $39K |
| Investment Counsel Co. of Nevada | 0.08% | New | 1,368 | $38K |
| Turning Point Benefit Group, Inc. | 0.02% | Add +0.1% | 1,307 | $36K |
| Triumph Capital Management | 0.01% | New | 1,301 | $36K |
| Addison Advisors LLC | 0.01% | No change | 1,273 | $35K |
| NFSG Corp | 0.01% | Reduce -2.2% | 1,271 | $35K |
| Strategic Advocates LLC | 0.01% | Reduce -91.6% | 1,212 | $33K |
| IFS Advisors, LLC | 0.02% | Reduce -7.4% | 1,220 | $33K |
| Caitlin John, LLC | 0.02% | Add +25.6% | 1,218 | $33K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.0% | 1,133 | $31K |
| KERR FINANCIAL PLANNING Corp | 0.04% | Reduce -23.1% | 1,000 | $31K |
| Alerus Financial NA | 0.00% | Reduce -99.2% | 1,128 | $31K |
| Dynamic Wealth Strategies, LLC | 0.02% | New | 1,052 | $29K |
| Field & Main Bank | 0.01% | New | 1,050 | $29K |
| Fortitude Family Office, LLC | 0.01% | No change | 1,050 | $29K |
| MilWealth Group LLC | 0.01% | No change | 990 | $27K |
| Horizon Financial Services, LLC | 0.01% | New | 989 | $27K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 975 | $27K |
| Aventus Investment Advisors, Inc. | 0.02% | No change | 960 | $26K |
| Kilter Group LLC | 0.01% | Add +68.1% | 948 | $26K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -34.6% | 930 | $26K |
| Merrithew & Thorsten Inc | 0.03% | — | 926 | $25K |
| Mountain Hill Investment Partners Corp. | 0.02% | Add +1241.8% | 899 | $25K |
| Elyxium Wealth, LLC | 0.01% | New | 840 | $23K |
| Intesa Sanpaolo Wealth Management | 0.00% | — | 840 | $23K |
| Heritage Wealth Advisors | 0.00% | No change | 830 | $23K |
| Phillips Financial Management, LLC | 0.00% | No change | 812 | $22K |
| City State Bank | 0.01% | No change | 810 | $22K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 792 | $22K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.9% | 770 | $21K |
| Garner Asset Management Corp | 0.01% | New | 750 | $21K |
| Wealth Preservation Advisors, LLC | 0.01% | Add +429.1% | 746 | $20K |
| Palladiem, LLC | 0.02% | — | 697 | $19K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 687 | $19K |
| Sage Mountain Advisors LLC | 0.00% | No change | 660 | $18K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 638 | $18K |
| Nemes Rush Group LLC | 0.00% | New | 627 | $17K |
| Quattro Advisors LLC | 0.01% | — | 572 | $16K |
| Windsor Advisory Group, LLC | 0.01% | No change | 567 | $16K |
| Tower View Wealth Management LLC | 0.01% | Add +1.1% | 559 | $15K |
| Atlas Capital Advisors Inc. | 0.00% | — | 514 | $14K |
| Quent Capital, LLC | 0.00% | New | 501 | $14K |
| Tompkins Financial Corp. | 0.00% | No change | 474 | $13K |
| High Note Wealth, LLC | 0.00% | No change | 450 | $12K |
| Coastline Trust Co | 0.00% | No change | 450 | $12K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +121.7% | 439 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | Add +2.8% | 438 | $12K |
| Hollencrest Capital Management | 0.00% | Reduce -79.6% | 426 | $12K |
| NorthAvenue LLC | 0.01% | — | 399 | $11K |
| Truvestments Capital LLC | 0.00% | Reduce -68.8% | 390 | $11K |
| Fairman Group, LLC | 0.01% | No change | 387 | $11K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 344 | $9K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 339 | $9K |
| Greykasell Wealth Strategies, Inc. | 0.00% | Add +0.9% | 333 | $9K |
| Cornerstone Financial Management LLC | 0.01% | — | 330 | $9K |
| Vision Financial Markets LLC | 0.01% | Add +116.7% | 325 | $9K |
| Noble Wealth Management PBC | 0.00% | No change | 300 | $8K |
| Legacy Bridge, LLC | 0.00% | No change | 300 | $8K |
| Cambient Family Office, LLC | 0.00% | — | 300 | $8K |
| FNY Investment Advisers, LLC | 0.00% | New | 300 | $8K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 250 | $7K |
| Birchbrook, Inc. | 0.00% | Add +0.4% | 249 | $7K |
| Financial Management Professionals, Inc. | 0.00% | No change | 225 | $6K |
| Western Pacific Wealth Management, LP | 0.01% | Add +0.9% | 219 | $6K |
| Osbon Capital Management LLC | 0.01% | — | 213 | $6K |
| RHL Group, LLC | 0.00% | — | 213 | $6K |
| Legacy Wealth Managment, LLC | 0.00% | Add +54.0% | 211 | $6K |
| Nova Wealth Management, Inc. | 0.00% | New | 209 | $6K |
| Winch Advisory Services, LLC | 0.00% | Reduce -54.0% | 57 | $6K |
| Creative Capital Management Investments LLC | 0.00% | No change | 201 | $6K |
| TFC Financial Management, Inc. | 0.00% | No change | 181 | $5K |
| Citizens National Bank Trust Department | 0.00% | No change | 180 | $5K |
| Gables Capital Management Inc. | 0.00% | No change | 174 | $5K |
| West Branch Capital LLC | 0.00% | Reduce -75.6% | 162 | $4K |
| Kozak & Associates, Inc. | 0.00% | Reduce -0.6% | 155 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | Add +1.3% | 158 | $4K |
| Sfam, LLC | 0.00% | — | 150 | $4K |
| Avion Wealth | 0.00% | No change | 167 | $4K |
| Sittner & Nelson, LLC | 0.00% | No change | 126 | $4K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -63.5% | 144 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -99.4% | 140 | $4K |
| Colonial Trust Advisors | 0.00% | New | 129 | $4K |
| Proathlete Wealth Management LLC | 0.00% | Add +6.7% | 128 | $4K |
| General Partner, Inc. | 0.00% | No change | 120 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -20.6% | 116 | $3K |
| Chilton Capital Management LLC | 0.00% | No change | 100 | $3K |
| Advocate Investing Services LLC | 0.00% | — | 83 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 78 | $2K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 76 | $2K |
| Essential Partners LLC | 0.00% | Add +300.0% | 72 | $2K |
| Networth Advisors, LLC | 0.00% | — | 69 | $2K |
| Reyes Financial Architecture, Inc. | 0.00% | Reduce -94.9% | 66 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 55 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 52 | $1K |
| Virtus Advisers, LLC | 0.00% | Reduce -40.5% | 50 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 44 | $1K |
| Inlight Wealth Management, LLC | 0.00% | Add +780.0% | 44 | $1K |
| Ulland Investment Advisors, LLC | 0.00% | Reduce -99.5% | 36 | $1K |
| Horizon Bancorp Inc. | 0.00% | Reduce -33.3% | 40 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -52.4% | 30 | $823 |
| New Millennium Group LLC | 0.00% | Reduce -92.3% | 27 | $754 |
| New Republic Capital, LLC | 0.00% | No change | 27 | $741 |
| Your Advocates Ltd., LLP | 0.00% | New | 20 | $549 |
| Eq Wealth Advisors, LLC | 0.00% | New | 19 | $531 |
| Innovative Advisory Group, LLC | 0.00% | New | 9 | $247 |
| Wilkerson Advisory Group LLC | 0.00% | — | 7 | $189 |
| Investment Research & Advisory Group, Inc. | 0.00% | Add +66.7% | 5 | $140 |
| Gen-Wealth Partners Inc | 0.00% | New | 3 | $82 |
| Eukles Asset Management | 0.00% | No change | 2 | $55 |
"% of holder's portfolio" is SCHD's weight in each manager's 13F, not the share of Schwab US DVD Equity ETF the manager owns.