Schwab US DVD Equity ETFSCHDETF
13F holders, Q1 2026 (March 31)2,062holders +112
203new positions
83sold out
7famous investors
$30.31avg. 13F price*
At the end of Q1 2026, 2,062 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings, up 112 from Q4 2025. 203 opened new positions and 83 sold out. The largest holders were Rakuten Investment Management, Inc. ($2.3B), Sumitomo Life Insurance Co. ($1.4B) and Bank of America Corp. ($946.9M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Schwab US DVD Equity ETF
- CUSIP
- 808524797
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 203 | $232.0M |
| Exits | 83 | $94.9M |
All 13F filers, Q4 2025 → Q1 2026: 94,834,985 shares bought and 73,363,904 shares sold, net +21,471,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,062 holders
| Rakuten Investment Management, Inc. | 4.58% | Add +100.0% | 83,184,068 | $2.3B |
| Sumitomo Life Insurance Co. | 32.62% | Add +46.4% | 45,450,000 | $1.4B |
| Bank of America Corp. | 0.07% | Reduce -34.3% | 30,862,254 | $946.9M |
| LPL Financial LLC | 0.25% | Reduce -4.0% | 30,861,601 | $946.8M |
| Morgan Stanley | 0.05% | Add +1.9% | 26,336,113 | $808.0M |
| Cetera Investment Advisers | 0.79% | Reduce -30.1% | 24,184,523 | $742.0M |
| Envestnet Asset Management Inc. | 0.14% | Add +6.8% | 17,312,076 | $531.1M |
| Raymond James Financial Inc. | 0.16% | Add +10.7% | 17,180,084 | $527.1M |
| UBS Group AG | 0.08% | Add +3.5% | 14,633,771 | $449.0M |
| Northwestern Mutual Wealth Management Co. | 0.26% | Reduce -2.3% | 13,734,714 | $421.4M |
| Wealthspire Advisors, LLC | 3.21% | Reduce -1.7% | 13,311,446 | $408.4M |
| Wealthfront Advisers LLC | 0.86% | Reduce -0.6% | 12,807,842 | $392.9M |
| Cassaday & Co Wealth Management LLC | 6.25% | Add +3.5% | 9,569,026 | $293.6M |
| Osaic Holdings, Inc. | 0.43% | Add +3.9% | 9,553,728 | $293.1M |
| Commonwealth Equity Services, LLC | 0.40% | Reduce -5.6% | 9,444,472 | $289.8M |
| Wells Fargo & Company | 0.06% | Reduce -8.9% | 9,298,733 | $285.3M |
| Royal Bank of Canada | 0.05% | Add +8.3% | 8,655,941 | $265.6M |
| Ameriprise Financial Inc. | 0.06% | Reduce -8.2% | 7,892,894 | $242.2M |
| Mariner, LLC | 0.27% | Add +10.3% | 7,606,319 | $233.4M |
| Keystone Financial Planning, Inc. | 55.43% | Add +12.0% | 6,763,707 | $207.5M |
| Cambridge Investment Research Advisors, Inc. | 0.52% | Add +2.7% | 6,543,313 | $200.7M |
| Cibc World Market Inc. | 0.33% | Reduce -12.3% | 6,157,767 | $188.9M |
| Avantax Planning Partners, Inc. | 4.64% | Reduce -45.5% | 5,507,557 | $169.0M |
| MML Investors Services, LLC | 0.46% | Reduce -14.8% | 5,368,583 | $164.7M |
| HHM Wealth Advisors, LLC | 18.25% | Add +2.8% | 5,156,506 | $158.2M |
| HighTower Advisors, LLC | 0.17% | Reduce -5.1% | 5,134,661 | $157.5M |
| Wealth Enhancement Advisory Services, LLC | 0.33% | Reduce -35.3% | 4,979,785 | $150.9M |
| Creative Planning | 0.09% | Add +2.5% | 4,398,038 | $134.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -18.5% | 4,312,275 | $131.4M |
| Cwm, LLC | 0.33% | Reduce -26.4% | 4,054,445 | $124.4M |
| Keybank National Association | 0.43% | Add +7.9% | 3,836,791 | $117.7M |
| Jones Financial Companies LLLP | 0.06% | Add +22.5% | 3,854,996 | $117.4M |
| Kestra Advisory Services, LLC | 0.41% | Add +3.7% | 3,523,127 | $108.1M |
| Truist Financial Corp. | 0.13% | Reduce -17.9% | 3,179,295 | $97.5M |
| Berger Financial Group, Inc | 5.15% | Reduce -5.0% | 2,995,109 | $91.9M |
| Cresset Asset Management, LLC | 0.37% | Add +7.2% | 2,810,190 | $86.2M |
| Fifth Third Bancorp | 0.15% | Add +7.5% | 2,740,918 | $84.1M |
| Valmark Advisers, Inc. | 0.97% | Add +1.4% | 2,665,661 | $81.8M |
| Asset Advisors Investment Management, LLC | 7.37% | Reduce -0.6% | 2,518,563 | $77.3M |
| Cerity Partners LLC | 0.11% | Reduce -53.9% | 2,502,403 | $76.8M |
| Bouchey Financial Group, Ltd. | 5.35% | Reduce -7.1% | 2,356,664 | $72.9M |
| Stifel Financial Corp. | 0.07% | Add +2.5% | 2,305,438 | $70.7M |
| MAI Capital Management | 0.40% | Add +2.6% | 2,304,855 | $70.7M |
| Mercer Global Advisors Inc. | 0.10% | Add +28.4% | 2,297,170 | $70.5M |
| Golden Reserve Retirement LLC | 14.48% | Reduce -4.7% | 2,287,654 | $70.2M |
| Charles Schwab Trust Bank | 100.00% | Reduce -17.4% | 2,064,792 | $63.3M |
| Summit Asset Management, LLC | 8.79% | Add +1.2% | 2,060,404 | $63.2M |
| Baird Financial Group, Inc. | 0.10% | Reduce -4.5% | 2,019,352 | $62.0M |
| Focus Financial Network, Inc. | 2.18% | Reduce -9.2% | 1,983,174 | $60.8M |
| D.A. Davidson & Co. | 0.36% | Reduce -12.3% | 1,957,156 | $60.0M |
| Howard Financial Services, LTD. | 6.72% | Reduce -0.5% | 1,945,292 | $59.7M |
| Harbour Investments, Inc. | 0.91% | Add +19.4% | 1,925,473 | $59.1M |
| Summit Financial Wealth Advisors, LLC | 8.36% | Reduce -3.0% | 1,921,721 | $59.0M |
| CVA Family Office, LLC | 6.18% | Reduce -4.2% | 1,911,610 | $58.6M |
| United Capital Financial Advisors, LLC | 0.36% | Add +3.0% | 1,912,047 | $58.6M |
| MCF Advisors LLC | 2.47% | Add +486.9% | 1,838,647 | $56.4M |
| Paradiem, LLC | 12.39% | New | 1,833,707 | $56.3M |
| Allied Investment Advisors, LLC | 7.99% | Add +1.8% | 1,816,625 | $55.7M |
| Bokf, NA | 0.85% | Add +3.1% | 1,810,667 | $55.6M |
| Stephens Inc. | 0.69% | Add +5.8% | 1,807,762 | $55.5M |
| Whelan Financial | 16.91% | Reduce -0.2% | 1,775,462 | $54.5M |
| Beacon Pointe Advisors, LLC | 0.29% | Add +14.5% | 1,761,460 | $54.0M |
| Waverly Advisors, LLC | 0.40% | Add +4.3% | 1,746,418 | $53.6M |
| Gerber Kawasaki Wealth & Investment Management | 1.69% | Reduce -8.4% | 1,729,734 | $53.1M |
| Main Street Financial Solutions, LLC | 3.87% | Add +2.1% | 1,725,673 | $52.9M |
| Burkett Financial Services, LLC | 18.11% | Reduce -0.2% | 1,722,959 | $52.9M |
| Scott Capital Advisors, LLC | 10.71% | Reduce -2.0% | 1,729,169 | $52.8M |
| Spinnaker Investment Group, LLC | 10.72% | Reduce -8.0% | 1,715,499 | $52.6M |
| Captrust Financial Advisors | 0.09% | Add +3.2% | 1,668,997 | $51.2M |
| Choreo, LLC | 0.63% | Add +20.4% | 1,660,526 | $51.0M |
| Sarver Vrooman Wealth Advisors | 31.26% | Add +0.1% | 1,654,095 | $50.7M |
| HB Wealth Management, LLC | 0.33% | Add +4.0% | 1,643,156 | $50.4M |
| Northwest Quadrant Wealth Management, LLC | 10.48% | Add +1.8% | 1,642,886 | $50.4M |
| Focus Partners Wealth | 0.06% | Add +4.7% | 1,641,871 | $50.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.14% | Add +92.7% | 1,631,844 | $50.1M |
| CGC Financial Services, LLC | 14.33% | Reduce -0.5% | 1,616,296 | $49.6M |
| Steward Partners Investment Advisory, LLC | 0.25% | Add +2.6% | 1,601,572 | $49.1M |
| Cullen/Frost Bankers, Inc. | 0.55% | Reduce -14.1% | 1,587,128 | $48.7M |
| Leelyn Smith, LLC | 6.83% | Add +2.8% | 1,586,958 | $48.7M |
| Securian Asset Management, Inc. | 1.92% | No change | 1,581,000 | $48.5M |
| Evergreen Advisors, LLC | 11.18% | Add +2.2% | 1,551,080 | $47.6M |
| Merit Financial Group, LLC | 0.35% | Reduce -2.1% | 1,535,104 | $47.1M |
| Keudell/Morrison Wealth Management | 9.60% | Reduce -4.1% | 1,530,634 | $47.0M |
| Victory Financial Group, LLC | 5.76% | Reduce -10.1% | 1,526,950 | $46.8M |
| Noble Family Wealth, LLC | 9.53% | Add +5.4% | 1,505,055 | $46.2M |
| Allworth Financial LP | 0.19% | Reduce -45.4% | 1,495,297 | $45.9M |
| Pinnacle Associates Ltd. | 0.58% | Add +1.0% | 1,469,689 | $45.1M |
| Cedar Wealth Management, LLC | 12.84% | Reduce -0.5% | 1,437,761 | $44.1M |
| Private Advisor Group, LLC | 0.21% | Reduce -6.7% | 1,430,798 | $43.9M |
| Janney Montgomery Scott LLC | 0.11% | Add +7.1% | 1,406,718 | $43.2M |
| American Financial Advisors, LLC | 5.63% | Reduce -2.6% | 1,375,154 | $42.2M |
| Curran Financial Partners, LLC | 7.53% | Add +5.7% | 1,371,246 | $42.1M |
| LVW Advisors, LLC | 4.03% | Reduce -39.5% | 1,348,255 | $41.4M |
| Farther Finance Advisors, LLC | 0.39% | Add +29.6% | 1,343,731 | $41.0M |
| Aptus Capital Advisors, LLC | 0.34% | Reduce -2.7% | 1,319,700 | $40.5M |
| ForthRight Wealth Management, LLC | 11.23% | Add +2.2% | 1,290,143 | $39.6M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -6.2% | 1,265,863 | $38.9M |
| Focus Partners Advisor Solutions, LLC | 0.38% | Reduce -5.6% | 1,234,545 | $37.9M |
| CRA Financial Services, LLC | 4.73% | Add +1.1% | 1,188,417 | $36.5M |
| First Command Advisory Services, Inc. | 0.24% | Add +1.8% | 1,179,564 | $36.2M |
| Vaughan David Investments LLC | 0.77% | Reduce -2.5% | 1,179,486 | $36.2M |
| Coastal Bridge Advisors, LLC | 2.52% | Add +4.0% | 1,158,299 | $35.5M |
| Intergy Private Wealth, LLC | 10.38% | Add +6.6% | 1,154,086 | $35.4M |
| Equitable Holdings, Inc. | 0.22% | Add +10.9% | 1,263,537 | $34.7M |
| Steele Capital Management, Inc. | 1.43% | Add +0.1% | 1,126,574 | $34.6M |
| Apriem Advisors | 3.28% | Add +28.9% | 1,119,196 | $34.3M |
| Integrated Wealth Concepts LLC | 0.27% | Add +205.8% | 1,100,333 | $33.8M |
| PFG Advisors | 1.64% | Add +47.1% | 1,098,342 | $33.7M |
| Blair William & Co. | 0.10% | Add +0.2% | 1,095,793 | $33.6M |
| Souders Financial Advisors | 3.72% | Add +0.1% | 1,062,838 | $32.6M |
| eCIO, Inc. | 13.72% | Reduce -6.5% | 1,017,616 | $31.2M |
| Independent Advisor Alliance | 0.33% | Add +590.6% | 1,015,605 | $31.2M |
| Albion Financial Group | 2.00% | Add +0.2% | 1,011,433 | $31.0M |
| Great Valley Advisor Group, Inc. | 0.56% | Add +4.2% | 997,742 | $30.6M |
| Aspire Capital Advisors LLC | 6.78% | Reduce -7.8% | 980,800 | $30.1M |
| Whitaker-Myers Wealth Managers, LTD. | 6.00% | Add +0.5% | 980,705 | $30.1M |
| Ausdal Financial Partners, Inc. | 1.33% | Reduce -4.2% | 966,936 | $29.7M |
| Bank of New York Mellon Corp | 0.01% | Add +15.8% | 965,069 | $29.6M |
| Financial Insights, Inc. | 9.36% | Add +3.5% | 941,050 | $28.9M |
| Newman Dignan & Sheerar, Inc. | 6.07% | Reduce -1.6% | 939,516 | $28.8M |
| Eagle Capital Management, LLC | 11.24% | Add +0.3% | 929,233 | $28.5M |
| Regimen Wealth, LLC | 8.32% | Add +27.8% | 928,347 | $28.5M |
| NewEdge Advisors, LLC | 0.10% | Reduce -12.5% | 921,498 | $28.3M |
| Sanctuary Advisors, LLC | 0.15% | Add +83.2% | 911,443 | $28.0M |
| Regal Investment Advisors LLC | 1.61% | Reduce -5.9% | 908,819 | $27.9M |
| Walker Financial Services, Inc. | 9.35% | Reduce -14.2% | 890,640 | $27.3M |
| CENTRAL TRUST Co | 0.54% | Reduce -5.8% | 889,216 | $27.3M |
| Manning & Napier Advisors LLC | 0.38% | Add +5.1% | 889,136 | $27.3M |
| Corient Private Wealth LP | 0.04% | Add +6.4% | 882,647 | $27.0M |
| SRH Advisors, LLC | 7.73% | Reduce -0.2% | 880,497 | $27.0M |
| Stratos Wealth Partners, LTD. | 0.31% | Reduce -15.7% | 879,606 | $27.0M |
| Pathstone Holdings, LLC | 0.11% | Reduce -2.8% | 877,235 | $26.9M |
| Capital Advantage, Inc. | 3.50% | Reduce -0.4% | 872,527 | $26.8M |
| Wealth Management Resources, Inc. | 9.30% | Reduce -0.2% | 871,182 | $26.7M |
| Sigma Planning Corp | 0.74% | Add +4.4% | 869,867 | $26.7M |
| Moneta Group Investment Advisors LLC | 0.20% | Add +3.2% | 865,437 | $26.6M |
| Citadel Advisors | 0.02% | New | 836,839 | $25.7M |
| Tradition Wealth Management, LLC | 1.81% | Add +6.2% | 827,290 | $25.4M |
| Joule Financial, LLC | 7.25% | Reduce -1.0% | 811,281 | $24.9M |
| Jaffetilchin Investment Partners, LLC | 1.48% | Add +24.1% | 810,346 | $24.9M |
| AdvisorNet Financial, Inc | 1.28% | Reduce -6.4% | 806,239 | $24.7M |
| Ledyard National Bank | 2.13% | Add +5.6% | 802,161 | $24.6M |
| Wit, LLC | 0.46% | No change | 786,995 | $24.1M |
| Leo Wealth, LLC | 1.75% | Reduce -2.0% | 786,706 | $24.1M |
| Advisors Preferred, LLC | 3.54% | Add +6.5% | 784,530 | $24.1M |
| Dagco, Inc. | 5.20% | Add +12.2% | 782,084 | $24.0M |
| Brookstone Capital Management | 0.27% | Add +25.2% | 764,905 | $23.5M |
| FMR LLC | 0.00% | Add +31.1% | 764,009 | $23.4M |
| MJT & Associates Financial Advisory Group, Inc. | 17.04% | Reduce -4.4% | 756,661 | $23.2M |
| Elite Financial, Inc. | 10.27% | Add +5.3% | 746,881 | $22.9M |
| Waller Financial Planning Group, Inc. | 5.04% | Add +5.2% | 744,302 | $22.8M |
| TD Private Client Wealth LLC | 0.47% | Reduce -0.6% | 739,850 | $22.7M |
| Mgo One Seven LLC | 0.45% | Add +7.3% | 732,650 | $22.5M |
| OneDigital Investment Advisors LLC | 0.22% | Add +5.3% | 724,804 | $22.2M |
| Advisory Services Network, LLC | 0.30% | Add +9.5% | 724,166 | $22.2M |
| Everest Financial Group LLC | 3.64% | Reduce -16.3% | 720,195 | $22.1M |
| Exencial Wealth Advisors, LLC | 0.68% | Reduce -5.2% | 717,624 | $22.0M |
| Wealthcare Advisory Partners LLC | 0.43% | Reduce -15.7% | 717,346 | $22.0M |
| Modern Wealth Management, LLC | 0.38% | Add +91.5% | 717,173 | $21.9M |
| Curi Capital, LLC | 0.39% | Reduce -2.1% | 709,219 | $21.8M |
| IFP Advisors, Inc | 0.44% | Reduce -11.1% | 695,187 | $21.3M |
| Axxcess Wealth Management, LLC | 0.68% | Add +4.3% | 690,238 | $21.2M |
| Southland Equity Partners LLC | 4.12% | Reduce -0.4% | 689,657 | $21.2M |
| White Lighthouse Investment Management Inc. | 2.91% | Add +264.9% | 684,743 | $21.0M |
| Venture Visionary Partners LLC | 0.70% | Reduce -1.1% | 684,588 | $21.0M |
| Powers Advisory Group, LLC | 7.40% | Add +6.7% | 683,687 | $21.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.4% | 683,486 | $21.0M |
| Weitzel Financial Services, Inc. | 7.90% | Add +3.9% | 683,477 | $21.0M |
| Graves Light Lenhart Wealth, Inc. | 2.15% | Add +0.0% | 673,097 | $20.7M |
| LongView Wealth Management | 5.12% | Reduce -15.6% | 663,402 | $20.4M |
| Asset Allocation Strategies LLC | 3.61% | Reduce -1.5% | 661,795 | $20.3M |
| Prosperity Consulting Group, LLC | 0.89% | Reduce -8.5% | 650,312 | $20.0M |
| Capital Fund Management S.A. | 0.18% | Add +68.9% | 649,000 | $19.9M |
| DAVENPORT & Co LLC | 0.11% | Add +3.4% | 648,939 | $19.9M |
| Equitable Trust Co. | 0.92% | Reduce -6.9% | 648,025 | $19.9M |
| Principle Wealth Partners LLC | 1.13% | Reduce -0.6% | 644,801 | $19.8M |
| Integrated Advisors Network LLC | 1.04% | Reduce -19.6% | 644,310 | $19.8M |
| Stonehearth Capital Management, LLC | 7.82% | Reduce -0.6% | 643,261 | $19.7M |
| Lodestar Private Asset Management LLC | 1.95% | Reduce -17.2% | 643,067 | $19.7M |
| Lido Advisors, LLC | 0.08% | Reduce -46.5% | 642,572 | $19.7M |
| Oppenheimer & Co. Inc. | 0.24% | Add +5.0% | 642,261 | $19.7M |
| AQR Capital Management | 0.01% | Add +34.2% | 641,789 | $19.7M |
| Paradigm, Strategies in Wealth Management, LLC | 13.32% | Reduce -6.6% | 639,830 | $19.6M |
| D. E. Shaw & Co. | 0.02% | Reduce -59.5% | 639,606 | $19.6M |
| Redhawk Wealth Advisors, Inc. | 2.15% | Add +75.4% | 636,169 | $19.5M |
| Kohmann Bosshard Financial Services, LLC | 1.87% | Reduce -8.9% | 627,560 | $19.3M |
| Legacy Edge Advisors, LLC | 2.02% | Reduce -10.5% | 627,512 | $19.3M |
| Advisory Alpha, LLC | 0.52% | Add +0.1% | 623,927 | $19.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +18.5% | 620,673 | $19.0M |
| Brady Martz Wealth Solutions, LLC | 3.24% | Reduce -14.2% | 620,129 | $19.0M |
| Global Wealth Management, LLC | 10.34% | Reduce -7.4% | 618,035 | $19.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.27% | Add +1.1% | 607,418 | $18.6M |
| Hengehold Capital Management LLC | 1.63% | Add +0.5% | 606,728 | $18.6M |
| Ameritas Advisory Services, LLC | 0.72% | Reduce -22.8% | 605,960 | $18.6M |
| Integrated Investment Consultants, LLC | 3.92% | Add +2.5% | 601,972 | $18.5M |
| Montis Financial, LLC | 3.78% | Add +12.1% | 595,206 | $18.3M |
| Morton Community Bank | 3.95% | Add +0.4% | 592,914 | $18.2M |
| Prepared Retirement Institute LLC | 8.88% | Reduce -0.2% | 583,013 | $17.9M |
| Savvy Advisors, Inc. | 0.48% | Add +41.8% | 582,054 | $17.9M |
| Paces Ferry Wealth Advisors, LLC | 7.42% | Add +1.7% | 580,458 | $17.8M |
| Kiley Juergens Wealth Management, LLC | 3.14% | Add +0.3% | 577,786 | $17.7M |
| Arkadios Wealth Advisors | 0.29% | Add +66.4% | 571,918 | $17.5M |
| Hunter Associates Investment Management LLC | 2.32% | Reduce -1.1% | 571,216 | $17.5M |
| Opulen Financial Group LLC | 12.21% | Add +3.9% | 565,517 | $17.4M |
| Asset One Wealth Management LLC | 1.90% | Reduce -11.6% | 554,026 | $17.2M |
| Sims Investment Management, LLC | 6.29% | Reduce -10.0% | 557,808 | $17.1M |
| Foguth Wealth Management, LLC. | 1.99% | Add +234.2% | 525,475 | $17.1M |
| Silver Coast Investments LLC | 5.27% | Reduce -6.2% | 537,952 | $16.5M |
| Madison Asset Management, LLC | 0.20% | Add +46.5% | 535,292 | $16.4M |
| Mayflower Financial Advisors, LLC | 1.98% | Add +1.5% | 531,259 | $16.3M |
| &partners | 0.08% | Add +10.6% | 528,237 | $16.2M |
| Summit Wealth Group LLC / Co. | 1.70% | Reduce -24.3% | 526,337 | $16.1M |
| Sound View Wealth Advisors Group, LLC | 1.09% | Reduce -5.2% | 520,591 | $16.0M |
| Scotia Capital Inc. | 0.07% | Reduce -1.2% | 518,506 | $15.9M |
| Summit Financial, LLC | 0.20% | Add +3.5% | 517,010 | $15.9M |
| Financial Guidance Group, Inc. | 6.37% | Reduce -1.1% | 516,523 | $15.8M |
| Capital Asset Advisory Services LLC | 0.60% | Reduce -0.5% | 503,303 | $15.6M |
| Curbstone Financial Management Corp | 2.97% | Add +3.2% | 505,810 | $15.5M |
| Whitegate Investment Counselors, Inc. | 4.87% | Reduce -0.8% | 499,215 | $15.3M |
| Christensen, King & Associates Investment Services, Inc. | 6.56% | Add +0.0% | 498,253 | $15.3M |
| GSG Advisors LLC | 3.92% | Add +3.0% | 491,519 | $15.1M |
| Islay Capital Management, LLC | 7.67% | Add +26.6% | 490,146 | $15.0M |
| EP Wealth Advisors, LLC | 0.07% | Add +13.2% | 490,109 | $15.0M |
| Wealthspire Retirement, LLC | 0.90% | Reduce -25.5% | 487,091 | $14.9M |
| Mendel Capital Management LLC | 7.49% | — | 485,811 | $14.9M |
| Planning Directions Inc. | 7.53% | Reduce -63.9% | 485,048 | $14.9M |
| Mesirow Financial Investment Management, Inc. | 0.24% | Add +58.6% | 482,380 | $14.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +61.7% | 481,950 | $14.8M |
| truNorth Financial Services, Inc. | 15.24% | Add +1.8% | 480,288 | $14.7M |
| Pacific Capital Wealth Advisors, Inc. | 2.46% | Reduce -4.1% | 477,555 | $14.7M |
| Midwest Trust Co | 0.18% | Reduce -30.8% | 473,275 | $14.5M |
| Retirement Financial Solutions, LLC | 4.13% | Reduce -3.5% | 470,475 | $14.4M |
| Courage Miller Partners, LLC | 4.07% | Reduce -1.9% | 469,433 | $14.4M |
| Mutual Advisors, LLC | 0.31% | Reduce -5.5% | 467,230 | $14.3M |
| Carnegie Investment Counsel | 0.28% | Reduce -1.8% | 462,359 | $14.2M |
| Walled Lake Planning & Wealth Management, LLC | 4.17% | Add +1.8% | 462,196 | $14.2M |
| TRUE Private Wealth Advisors | 1.35% | Add +1.3% | 462,164 | $14.2M |
| Schaeffer Financial LLC | 11.90% | Add +2.9% | 460,973 | $14.1M |
| Charles Schwab Trust Co | 0.92% | Add +17.0% | 460,643 | $14.1M |
| Sard Wealth Management Group, LLC | 7.63% | Add +0.2% | 457,416 | $14.0M |
| Strategic Family Wealth Counselors, L.L.C. | 3.69% | Reduce -0.7% | 457,285 | $14.0M |
| Lighthouse Wealth Management Inc. | 9.49% | Add +1.8% | 455,446 | $14.0M |
| World Investment Advisors | 0.22% | Add +4.2% | 448,118 | $13.7M |
| Ascentis Independent Advisors | 1.04% | Add +723.7% | 447,956 | $13.7M |
| Coastwise Capital Group, LLC | 7.62% | Reduce -0.9% | 447,314 | $13.7M |
| Kingsview Wealth Management, LLC | 0.19% | Add +0.3% | 443,481 | $13.6M |
| Fidelis Wealth Advisors LLC | 19.72% | Add +0.6% | 441,360 | $13.5M |
| Next Level Wealth Planning, LLC | 6.91% | Add +1.7% | 438,252 | $13.4M |
| Legacy Financial Strategies, LLC | 2.42% | Reduce -0.1% | 436,471 | $13.4M |
| Investor's Fiduciary Advisor Network, LLC | 4.09% | Reduce -7.6% | 435,304 | $13.4M |
| Winthrop Capital Management, LLC | 3.42% | Reduce -9.7% | 433,576 | $13.3M |
| Sunburst Financial Group, LLC | 2.56% | Reduce -4.0% | 433,243 | $13.3M |
| Clearstead Advisors, LLC | 0.12% | Add +61.9% | 431,965 | $13.3M |
| Adamsbrown Wealth Consultants LLC | 3.48% | Reduce -5.3% | 428,752 | $13.2M |
| Smithbridge Asset Management Inc. | 1.94% | Reduce -45.4% | 426,520 | $13.1M |
| Independent Financial Group, LLC | 0.29% | Add +16.3% | 426,385 | $13.1M |
| Bruce G. Allen Investments, LLC | 8.50% | Add +3.4% | 423,476 | $13.0M |
| Per Stirling Capital Management, LLC. | 1.43% | Add +62.2% | 422,174 | $13.0M |
| Richardson Capital Management LLC | 6.24% | Reduce -40.3% | 421,632 | $12.9M |
| Dakota Wealth Management | 0.28% | Reduce -4.7% | 420,566 | $12.9M |
| Gilbert Capital Group, Inc. | 9.95% | New | 419,845 | $12.9M |
| Koshinski Asset Management, Inc. | 0.80% | Reduce -13.4% | 419,786 | $12.9M |
| Avior Wealth Management, LLC | 0.36% | Add +1.3% | 417,210 | $12.8M |
| Nations Financial Group Inc, /Ia/ | 0.66% | Reduce -0.8% | 415,578 | $12.7M |
| Financial Consulate, Inc. | 1.58% | Reduce -48.0% | 413,529 | $12.7M |
| Acorn Wealth Advisors, LLC | 3.66% | Add +0.9% | 409,269 | $12.6M |
| BlueChip Wealth Advisors LLC | 5.50% | Add +0.2% | 408,106 | $12.5M |
| Signature Estate & Investment Advisors LLC | 0.25% | Reduce -1.7% | 407,856 | $12.5M |
| XML Financial, LLC | 1.00% | Reduce -4.7% | 403,228 | $12.4M |
| Monetary Solutions, Ltd | 11.95% | Reduce -7.5% | 403,040 | $12.4M |
| Parallel Advisors, LLC | 0.22% | Reduce -8.6% | 401,970 | $12.3M |
| Kingswood Wealth Advisors, LLC | 0.58% | Add +24.1% | 399,685 | $12.3M |
| Citigroup Inc. | 0.01% | Reduce -39.6% | 398,908 | $12.2M |
| Silver Oak Securities, Incorporated | 0.89% | Add +20.6% | 398,449 | $12.2M |
| Keystone Financial Group, Inc. | 6.24% | Add +1.7% | 391,577 | $12.0M |
| Canvas Wealth Advisors, LLC | 2.03% | Reduce -4.0% | 389,013 | $11.9M |
| Juncture Wealth Strategies, LLC | 3.97% | Add +0.1% | 387,349 | $11.9M |
| Clay Northam Wealth Management, LLC | 6.65% | Add +0.9% | 386,220 | $11.8M |
| Fiduciary Alliance LLC | 0.71% | Add +18.1% | 386,220 | $11.8M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -1.4% | 384,289 | $11.8M |
| Baker Ellis Asset Management LLC | 1.40% | Add +0.0% | 383,399 | $11.8M |
| American Alpha Advisors, LLC | 6.85% | Add +0.4% | 382,206 | $11.7M |
| Platform Technology Partners | 2.26% | Add +8.8% | 381,586 | $11.7M |
| Skyline Advisors, Inc. | 4.08% | Reduce -41.9% | 381,285 | $11.7M |
| Midwest Financial Group LLC | 4.98% | Reduce -2.2% | 380,970 | $11.7M |
| Lakeshore Financial Planning, Inc. | 4.22% | Reduce -0.6% | 379,709 | $11.6M |
| Fairway Financial, LLC | 8.79% | Reduce -0.4% | 376,937 | $11.6M |
| Red Mountain Financial, LLC | 10.88% | Add +0.3% | 376,311 | $11.5M |
| DHJJ Financial Advisors, Ltd. | 3.82% | Add +0.0% | 376,085 | $11.5M |
| Winthrop Advisory Group LLC | 0.94% | Reduce -1.7% | 374,280 | $11.5M |
| Asset Allocation & Management Company, LLC | 4.19% | Add +4.5% | 365,718 | $11.2M |
| Integral Investment Advisors, Inc. | 2.78% | Reduce -4.9% | 363,844 | $11.2M |
| Bell Investment Advisors, Inc | 1.74% | Add +0.3% | 362,743 | $11.1M |
| Mission Hills Financial Advisory, LLC | 5.67% | Add +2.4% | 360,805 | $11.1M |
| Prosperitas Financial LLC | 4.11% | Reduce -7.4% | 359,406 | $11.0M |
| Cahill Financial Advisors Inc. | 1.19% | Add +4.1% | 357,330 | $11.0M |
| Latko Wealth Management, Ltd. | 5.31% | Reduce -1.1% | 355,110 | $10.9M |
| DMKC Advisory Services, LLC | 4.53% | Add +17.1% | 354,387 | $10.9M |
| Kestra Private Wealth Services, LLC | 0.13% | Reduce -3.5% | 350,220 | $10.7M |
| Cordgrass Capital Advisors, LLC | 2.51% | Reduce -1.3% | 349,209 | $10.7M |
| Concurrent Investment Advisors, LLC | 0.12% | Reduce -14.8% | 348,107 | $10.7M |
| Cozad Asset Management Inc. | 0.83% | Reduce -5.7% | 346,430 | $10.6M |
| Leavell Investment Management, Inc. | 0.43% | Add +0.2% | 342,938 | $10.5M |
| Kellett Wealth Advisors, LLC | 5.70% | Add +36.0% | 342,490 | $10.5M |
| Assetmark, Inc. | 0.02% | Reduce -13.2% | 339,920 | $10.4M |
| Certior Financial Group, LLC | 6.64% | Add +7.3% | 339,570 | $10.4M |
| Meridian Financial Advisors, LLC | 5.69% | Reduce -2.8% | 339,426 | $10.4M |
| MBA Advisors LLC | 3.99% | Add +4.1% | 338,741 | $10.4M |
| Juno Financial Group LLC | 4.02% | Add +3.2% | 334,044 | $10.2M |
| Stevens Capital Partners | 2.46% | Add +6.2% | 332,847 | $10.2M |
| Surience Private Wealth LLC | 10.94% | Reduce -22.5% | 332,330 | $10.2M |
| McAlister, Sweet & Associates, Inc. | 6.35% | Add +1225.3% | 332,256 | $10.2M |
| HBW Advisory Services LLC | 1.07% | Add +1.2% | 331,938 | $10.2M |
| Friday Financial | 3.50% | Add +1.8% | 331,409 | $10.2M |
| Yukon Wealth Management, Inc. | 5.97% | Reduce -4.0% | 326,191 | $10.0M |
| FRG Family Wealth Advisors LLC | 1.64% | Reduce -2.6% | 325,196 | $10.0M |
| Johnson & White Wealth Management, LLC | 4.22% | Add +3.4% | 325,170 | $10.0M |
| MSH Capital Advisors LLC | 2.11% | Add +4.0% | 325,088 | $10.0M |
| Joseph Group Capital Management | 2.48% | Reduce -7.6% | 323,853 | $9.9M |
| Mayfair Advisory Group, LLC | 3.46% | Reduce -0.4% | 323,132 | $9.9M |
| Verus Capital Partners, LLC | 0.68% | Add +0.5% | 323,032 | $9.9M |
| Atlantic Union Bankshares Corp | 0.19% | Reduce -0.3% | 321,224 | $9.9M |
| Cary Street Partners Financial LLC | 0.24% | Reduce -1.9% | 320,543 | $9.8M |
| Purpose Unlimited Inc. | 0.41% | Add +0.1% | 320,292 | $9.8M |
| Moran Wealth Management, LLC | 0.30% | Add +48.4% | 314,445 | $9.6M |
| YHB Investment Advisors, Inc. | 0.69% | Reduce -2.1% | 312,198 | $9.6M |
| Kure Advisory, LLC | 5.21% | Add +4.8% | 311,884 | $9.6M |
| Appalachian Capital Management Ltd | 7.65% | Add +4.1% | 311,623 | $9.6M |
| Drucker Wealth 3.0, LLC | 1.67% | Add +2.2% | 311,617 | $9.6M |
| Pinnacle Financial Partners, Inc. | 0.07% | Add +9.8% | 309,336 | $9.5M |
| Benchmark Financial Wealth Advisors, LLC | 2.63% | Add +14.7% | 309,111 | $9.5M |
| Pps&v Asset Management Consultants, Inc. | 5.79% | Reduce -0.1% | 308,919 | $9.5M |
| Citizens Financial Group Inc. | 0.13% | Reduce -13.5% | 308,801 | $9.5M |
| Penney Financial, LLC | 3.63% | Add +0.5% | 308,191 | $9.5M |
| Diversified Enterprises, LLC | 0.51% | Reduce -1.4% | 305,037 | $9.4M |
| AE Wealth Management LLC | 0.05% | Reduce -31.3% | 305,035 | $9.4M |
| MADDEN SECURITIES Corp | 2.80% | Reduce -0.3% | 303,980 | $9.3M |
| Compound Planning, Inc. | 0.29% | Add +4.5% | 302,545 | $9.3M |
| Coquina Private Wealth LLC | 7.45% | Reduce -0.2% | 301,712 | $9.3M |
| Stewardship Concepts Financial Services LLC | 7.24% | Add +3.3% | 301,309 | $9.2M |
| Liberty Square Wealth Partners LLC | 2.54% | Reduce -7.4% | 296,858 | $9.1M |
| Livet Wealth, LLC | 5.79% | Add +0.8% | 296,810 | $9.1M |
| Orgel Wealth Management, LLC | 0.20% | Reduce -15.2% | 296,407 | $9.1M |
| Sage Financial Management Group, Inc. | 2.79% | Add +3.7% | 295,955 | $9.1M |
| Karras Company, Inc. | 9.19% | Reduce -2.0% | 295,492 | $9.1M |
| Flagship Wealth Advisors, LLC | 3.88% | Add +135.5% | 341,006 | $9.0M |
| Avant Capital LLC | 6.34% | Reduce -2.3% | 294,028 | $9.0M |
| Robbins Farley | 3.98% | Reduce -8.2% | 293,017 | $9.0M |
| Navalign, LLC | 2.25% | Reduce -0.1% | 290,354 | $8.9M |
| Pittenger & Anderson Inc. | 0.35% | Reduce -5.0% | 289,209 | $8.9M |
| Belpointe Asset Management LLC | 0.32% | Reduce -0.8% | 288,382 | $8.8M |
| Curtis Advisory Group, LLC | 1.89% | Reduce -0.8% | 285,594 | $8.8M |
| Valley National Advisers Inc. | 1.12% | Reduce -8.0% | 282,347 | $8.7M |
| LaSalle St. Investment Advisors, LLC | 1.22% | Reduce -1.3% | 281,991 | $8.7M |
| North Star Investment Management Corp. | 0.53% | Add +154.6% | 281,978 | $8.7M |
| U.S. Capital Wealth Advisors, LLC | 0.22% | Add +4.2% | 280,646 | $8.6M |
| Donaldson Capital Management, LLC | 0.28% | Add +12.2% | 280,635 | $8.6M |
| Investors Research Corp | 1.64% | Add +4.8% | 280,216 | $8.6M |
| Beacon Financial Planning, Inc. | 3.32% | Add +31.0% | 279,698 | $8.6M |
| Stratos Wealth Advisors, LLC | 0.53% | Add +0.8% | 278,253 | $8.5M |
| Ieq Capital, LLC | 0.04% | Reduce -0.9% | 277,188 | $8.5M |
| Premier Private Wealth Management LLC | 8.93% | Add +44.5% | 275,824 | $8.5M |
| CIBC Bancorp USA Inc. | 0.01% | — | 273,843 | $8.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.14% | Reduce -3.5% | 275,129 | $8.4M |
| Phil A. Younker & Associates, Ltd. | 5.62% | Add +4.3% | 274,492 | $8.4M |
| Integrity Alliance, Llc. | 0.32% | Reduce -38.4% | 274,310 | $8.4M |
| NBT Bank, N.A. | 0.55% | Add +0.1% | 274,058 | $8.4M |
| New Insight Wealth Advisors | 3.00% | Reduce -12.7% | 273,129 | $8.4M |
| Moneco Advisors, LLC | 0.65% | Reduce -16.8% | 272,986 | $8.4M |
| HRC Wealth Management, LLC | 3.95% | Add +7.6% | 272,414 | $8.4M |
| Matrix Trust Co | 1.39% | New | 272,126 | $8.3M |
| Compass Wealth Management, LLC | 3.56% | Reduce -17.1% | 271,966 | $8.3M |
| DT Investment Partners, LLC | 0.69% | Add +0.4% | 271,615 | $8.3M |
| Betterment LLC | 0.02% | Add +76.9% | 271,180 | $8.3M |
| Dynamic Advisor Solutions LLC | 0.26% | Reduce -21.9% | 270,996 | $8.3M |
| Davis Capital Management | 5.63% | Reduce -2.0% | 270,874 | $8.3M |
| Horizon Investments, LLC | 0.09% | Add +106.6% | 270,214 | $8.3M |
| Crescent Sterling, Ltd. | 8.01% | Add +2.5% | 269,971 | $8.3M |
| Level Four Advisory Services, LLC | 0.27% | Add +0.8% | 267,882 | $8.2M |
| Old Port Advisors | 1.89% | Add +2.8% | 266,891 | $8.2M |
| HBK Sorce Advisory LLC | 0.17% | Add +5.7% | 258,594 | $8.2M |
| Benjamin Edwards Inc. | 0.08% | Reduce -36.9% | 265,872 | $8.2M |
| Guardian Financial Partners, LLC | 3.41% | Reduce -7.3% | 263,004 | $8.1M |
| NCM Capital Management, LLC | 2.88% | Reduce -0.1% | 262,279 | $8.0M |
| SCS Capital Management LLC | 0.08% | Add +0.0% | 259,359 | $8.0M |
| Northeast Financial Group, Inc. | 2.12% | Reduce -8.8% | 258,864 | $8.0M |
| PlanVest Financial, Inc | 6.05% | — | 259,164 | $8.0M |
| Michels Family Financial, LLC | 5.73% | Add +3.3% | 258,926 | $7.9M |
| Quantinno Capital Management LP | 0.01% | Add +39.5% | 258,702 | $7.9M |
| New England Private Wealth Advisors LLC | 0.92% | Add +0.4% | 258,563 | $7.9M |
| Tudor Financial Inc. | 4.05% | No change | 258,144 | $7.9M |
| SevenBridge Financial Group, LLC | 1.24% | Reduce -3.1% | 254,714 | $7.9M |
| Womack Financial LLC | 5.77% | Reduce -2.7% | 255,716 | $7.8M |
| Peapack Gladstone Financial Corp. | 0.10% | Add +15.6% | 254,287 | $7.8M |
| Robertson Stephens Wealth Management, LLC | 0.22% | Add +53.7% | 253,299 | $7.8M |
| Investment Advisory Services Inc. /TX | 2.47% | Reduce -3.6% | 252,913 | $7.8M |
| Intrua Financial, LLC | 0.83% | Add +1.5% | 252,289 | $7.7M |
| Nwam LLC | 0.44% | Add +6.4% | 251,717 | $7.7M |
| Yelin Lapidot Holdings Management Ltd. | 1.61% | No change | 251,541 | $7.7M |
| Barry Investment Advisors, LLC | 1.70% | Add +13.8% | 251,230 | $7.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +405.4% | 250,615 | $7.7M |
| Jane Street Group, LLC | 0.01% | New | 249,924 | $7.7M |
| Arrowroot Family Office, LLC | 2.53% | Reduce -3.4% | 249,738 | $7.7M |
| Plancorp, LLC | 0.22% | Add +0.1% | 250,628 | $7.7M |
| Trek Financial, LLC | 0.41% | Reduce -2.6% | 248,788 | $7.6M |
| Elevation Capital Advisory, LLC | 3.25% | Add +399.2% | 248,785 | $7.6M |
| Northern Trust Corp. | 0.00% | Add +3.4% | 248,570 | $7.6M |
| Centric Wealth Management | 1.52% | Add +2.3% | 241,204 | $7.6M |
| St. Johns Investment Management Company, LLC | 3.20% | Add +5.1% | 247,635 | $7.6M |
| Sheets Smith Wealth Management | 0.85% | Add +0.8% | 247,599 | $7.6M |
| Tower Bridge Advisors | 0.73% | New | 247,554 | $7.6M |
| IMA Advisory Services, Inc. | 0.74% | Reduce -1.3% | 247,072 | $7.6M |
| Duncan Williams Asset Management, LLC | 2.10% | Reduce -13.7% | 246,296 | $7.6M |
| Visionary Wealth Advisors | 0.33% | Add +1.9% | 246,127 | $7.6M |
| Burns Matteson Capital Management, LLC | 2.92% | Reduce -3.1% | 244,589 | $7.5M |
| Patriot Investment Management Group, Inc. | 0.47% | Reduce -0.1% | 242,410 | $7.4M |
| Signal Tree Financial Partners LLC | 5.60% | Add +39.1% | 241,773 | $7.4M |
| Chicago Partners Investment Group LLC | 0.17% | Reduce -0.3% | 239,027 | $7.4M |
| TruWealth Advisors, LLC | 0.36% | Reduce -1.9% | 240,638 | $7.4M |
| Goldstone Financial Group, LLC | 0.80% | Reduce -5.8% | 240,684 | $7.4M |
| Asset Advisory Group, Inc. | 3.70% | Add +2.7% | 240,243 | $7.4M |
| Smith, Moore & Co. | 0.53% | Add +11.3% | 237,834 | $7.3M |
| Financial Partners Group, Inc | 0.87% | Add +2.4% | 236,865 | $7.3M |
| Strategic Blueprint, LLC | 0.42% | Add +5.3% | 236,724 | $7.3M |
| Payne Capital LLC | 6.66% | Add +1281.3% | 236,418 | $7.3M |
| Flagship Harbor Advisors, LLC | 0.32% | Add +12.6% | 234,886 | $7.2M |
| Spartan Wealth Advisory Services LLC | 0.63% | — | 234,845 | $7.2M |
| High Net Worth Advisory Group LLC | 1.67% | Reduce -1.7% | 233,812 | $7.2M |
| USAdvisors Wealth Management, LLC | 2.38% | Add +4.5% | 234,776 | $7.2M |
| Arax Advisory Partners | 0.20% | Add +26.1% | 233,213 | $7.2M |
| Uniting Wealth Partners, LLC | 1.52% | Add +5.0% | 233,003 | $7.1M |
| Fifth Third Wealth Advisors LLC | 0.24% | Reduce -2.2% | 232,680 | $7.1M |
| Family Capital Management, Inc. | 3.17% | Reduce -44.4% | 232,604 | $7.1M |
| CVFG LLC | 0.88% | New | 230,536 | $7.1M |
| Park Avenue Securities LLC | 0.06% | New | 230,384 | $7.1M |
| Family Investment Center, Inc. | 1.36% | Reduce -0.8% | 230,294 | $7.1M |
| Beacon Advisors Holdings, LLC | 3.77% | Add +0.1% | 230,060 | $7.1M |
| Traphagen Investment Advisors LLC | 0.57% | Add +272.4% | 229,767 | $7.0M |
| Allen Capital Group, LLC | 0.63% | Add +5.7% | 228,625 | $7.0M |
| Continuum Advisory, LLC | 0.67% | Reduce -8.5% | 227,121 | $7.0M |
| Dickmeyer Boyce Financial Management, Inc. | 4.09% | — | 226,769 | $7.0M |
| Texas Yale Capital Corp. | 0.20% | Add +2.4% | 224,168 | $6.9M |
| BCS Wealth Management | 1.40% | Reduce -51.6% | 223,963 | $6.9M |
| Spreng Capital Management, Inc. | 3.21% | Reduce -30.0% | 221,589 | $6.8M |
| Goepper Burkhardt LLC | 2.27% | Reduce -6.6% | 221,159 | $6.8M |
| MRWM Advisors, LLC | 3.67% | Reduce -0.3% | 220,794 | $6.8M |
| Adams Asset Advisors, LLC | 0.78% | Reduce -3.1% | 220,019 | $6.8M |
| Talisman Wealth Advisors LLC | 5.42% | Add +1.8% | 219,490 | $6.7M |
| Pinkerton Wealth, LLC | 0.61% | Reduce -7.8% | 245,122 | $6.7M |
| Global Strategic Investment Solutions, LLC | 0.66% | No change | 218,814 | $6.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.96% | Add +4.8% | 216,665 | $6.6M |
| WMS Group LLC | 9.67% | Reduce -0.3% | 216,661 | $6.6M |
| United Bank | 2.20% | Add +2.8% | 215,919 | $6.6M |
| Composition Wealth, LLC | 0.09% | Reduce -2.3% | 215,108 | $6.6M |
| Xcelsior Advisor Partners LLC | 2.52% | Add +1.3% | 214,321 | $6.6M |
| Atria Investments, Inc | 0.07% | Reduce -47.0% | 213,225 | $6.5M |
| True Freedom Investing, LLC | 0.50% | Reduce -0.8% | 212,242 | $6.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -37.4% | 211,451 | $6.5M |
| CapWealth Advisors, LLC | 0.58% | Reduce -11.5% | 210,712 | $6.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +92.3% | 210,627 | $6.5M |
| Alliance Wealth Management Group | 1.41% | Reduce -1.9% | 210,438 | $6.5M |
| Towercrest Capital Management | 1.01% | Reduce -1.9% | 210,438 | $6.5M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +24.1% | 209,924 | $6.4M |
| Certified Advisory Corp | 0.58% | Reduce -1.6% | 209,828 | $6.4M |
| Strategic Wealth Partners, Ltd. | 0.45% | Reduce -13.1% | 209,529 | $6.4M |
| Fiduciary Trust Co | 0.08% | Reduce -2.1% | 208,903 | $6.4M |
| Legacy Advisors, LLC | 0.75% | Add +1.1% | 207,532 | $6.4M |
| PFG Investments, LLC | 0.30% | Add +9.5% | 207,130 | $6.4M |
| First Merchants Corp. | 0.24% | Reduce -1.6% | 206,661 | $6.3M |
| Dorato Capital Management | 4.67% | Add +1.5% | 205,070 | $6.3M |
| Brown Advisory Inc. | 0.01% | Reduce -9.8% | 205,182 | $6.3M |
| Eagle Strategies LLC | 0.75% | Add +6.8% | 203,881 | $6.3M |
| Alkeme Wealth, LLC | 2.55% | Add +4.4% | 203,615 | $6.2M |
| MFA Wealth Services | 4.11% | Reduce -11.3% | 202,249 | $6.2M |
| Enclave Advisors LLC | 0.88% | Add +320.6% | 202,188 | $6.2M |
| Win Advisors, Inc. | 2.83% | New | 201,790 | $6.2M |
| Safeguard Investment Advisory Group, LLC | 1.71% | Add +98.0% | 201,403 | $6.2M |
| Western Wealth Management, LLC | 0.23% | Add +55.1% | 201,072 | $6.2M |
| Holos Integrated Wealth LLC | 3.12% | Reduce -0.3% | 201,499 | $6.2M |
| Seek First Inc. | 4.34% | Add +6.8% | 200,630 | $6.2M |
| Annex Advisory Services, LLC | 0.12% | Reduce -35.9% | 200,364 | $6.1M |
| Retirement Planning Group, LLC / NY | 3.95% | Add +16.4% | 199,796 | $6.1M |
| Sendero Wealth Management, LLC | 0.67% | Reduce -1.3% | 197,903 | $6.1M |
| Wealthspan Partners, LLC | 2.14% | Add +10.3% | 197,536 | $6.1M |
| Prospera Financial Services Inc | 0.10% | Add +34.3% | 197,440 | $6.1M |
| Smartleaf Asset Management LLC | 0.22% | Reduce -21.9% | 198,416 | $6.0M |
| Merkkuri Wealth Advisors LLC | 4.00% | Reduce -0.1% | 196,967 | $6.0M |
| Milestone Investment Advisors LLC | 1.45% | Reduce -7.3% | 195,375 | $6.0M |
| Legacy Private Trust Co. | 0.37% | Reduce -1.6% | 194,865 | $6.0M |
| Wedbush Securities Inc. | 0.17% | Add +3.7% | 193,478 | $5.9M |
| Hofer & Associates. Inc | 3.17% | Add +2.0% | 192,392 | $5.9M |
| Spire Wealth Management | 0.20% | Add +1.9% | 191,624 | $5.9M |
| IHT Wealth Management, LLC | 0.14% | Reduce -4.9% | 191,555 | $5.9M |
| HC Advisors, LLC | 3.89% | Add +6.0% | 189,456 | $5.8M |
| Sunbelt Securities, Inc. | 0.37% | Reduce -28.1% | 188,580 | $5.8M |
| Cadia Private Client LLC | 4.68% | Reduce -2.7% | 187,959 | $5.8M |
| Diversify Wealth Management, LLC | 0.10% | Reduce -13.1% | 183,065 | $5.8M |
| Apollon Wealth Management, LLC | 0.09% | Add +0.5% | 187,305 | $5.7M |
| Founders Financial Securities LLC | 0.32% | Reduce -21.1% | 185,501 | $5.7M |
| PCA Investment Advisory Services Inc. | 1.91% | Reduce -4.2% | 187,017 | $5.7M |
| WealthPLAN Partners, LLC | 1.11% | Reduce -3.4% | 186,988 | $5.7M |
| Alpha Omega Wealth Management LLC | 0.93% | Reduce -4.4% | 186,693 | $5.7M |
| Red Door Wealth Management, LLC | 0.59% | Reduce -5.7% | 186,476 | $5.7M |
| Bensler, LLC | 0.59% | Reduce -6.5% | 185,281 | $5.7M |
| Perryman Financial Advisory Inc. | 0.85% | Reduce -12.2% | 185,107 | $5.7M |
| Global Financial Private Client, LLC | 1.86% | Reduce -0.1% | 184,898 | $5.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.32% | Add +121.5% | 184,460 | $5.7M |
| Channel Wealth LLC | 1.37% | Reduce -3.7% | 184,412 | $5.7M |
| Titleist Asset Management, LLC | 0.43% | Reduce -35.0% | 184,218 | $5.7M |
| Cape Investment Advisory, Inc. | 1.88% | Add +2.4% | 184,113 | $5.6M |
| Joseph P. Lucia & Associates, LLC | 2.02% | Add +5.3% | 183,908 | $5.6M |
| Strategic Financial Concepts, LLC | 1.38% | Add +174.1% | 182,475 | $5.6M |
| FourThought Financial Partners, LLC | 0.48% | Reduce -38.9% | 182,315 | $5.6M |
| J. Mark Nickell & Co. | 5.04% | Add +3.4% | 182,054 | $5.6M |
| Sei Investments Co. | 0.01% | Reduce -0.5% | 182,034 | $5.6M |
| D.B. Root & Company, LLC | 1.33% | Add +0.4% | 181,107 | $5.6M |
| Perigon Wealth Management, LLC | 0.10% | Add +6.3% | 180,424 | $5.5M |
| LS Investment Advisors, LLC | 0.83% | Add +81.1% | 180,249 | $5.5M |
| Principal Securities, Inc. | 0.08% | Reduce -12.9% | 179,784 | $5.5M |
| Smithfield Trust Co | 0.24% | Reduce -1.7% | 179,883 | $5.5M |
| Fagan Associates, Inc. | 0.77% | Add +1.1% | 179,477 | $5.5M |
| Compass Financial Group, INC | 0.77% | Add +26.6% | 178,983 | $5.5M |
| Chris Bulman Inc | 2.40% | Add +11.7% | 178,248 | $5.5M |
| Gotham Asset Management | 0.02% | Add +362.1% | 177,395 | $5.4M |
| JNBA Financial Advisors | 0.45% | Reduce -28.0% | 177,201 | $5.4M |
| CreativeOne Wealth, LLC | 0.13% | Reduce -4.4% | 175,452 | $5.4M |
| Avidian Wealth Enterprises, LLC | 0.17% | Add +2.9% | 175,372 | $5.4M |
| Barnes Pettey Financial Advisors, LLC | 2.34% | Add +9.1% | 175,262 | $5.4M |
| Thoroughbred Financial Services, LLC | 0.32% | Reduce -6.0% | 175,250 | $5.4M |
| RMG Wealth Management LLC | 0.62% | New | 168,984 | $5.4M |
| Peachtree Investment Partners, LLC | 2.04% | Add +1893.3% | 174,877 | $5.4M |
| Onyx Bridge Wealth Group LLC | 0.58% | Reduce -1.1% | 174,755 | $5.4M |
| CoreCap Advisors, LLC | 0.18% | Reduce -17.8% | 174,488 | $5.4M |
| Compass Financial Group, Inc. (Ohio) | 3.91% | Reduce -31.0% | 174,188 | $5.3M |
| Berkeley, Inc | 1.78% | Add +0.1% | 173,148 | $5.3M |
| Signal Advisors Wealth, LLC | 0.36% | Add +5.3% | 173,105 | $5.3M |
| IRON Financial LLC | 2.32% | Add +19.8% | 172,937 | $5.3M |
| Roman Butler Fullerton & Co. | 1.45% | Add +21.2% | 171,176 | $5.3M |
| Camden National Bank | 0.71% | Add +10.8% | 171,581 | $5.3M |
| M&T Bank Corp | 0.02% | Reduce -43.6% | 171,551 | $5.3M |
| Personal Cfo Solutions, LLC | 0.74% | Reduce -3.0% | 170,652 | $5.2M |
| FLC Capital Advisors | 0.95% | Add +0.4% | 170,299 | $5.2M |
| Cresta Advisors, Ltd. | 2.13% | Add +7.2% | 169,753 | $5.2M |
| BlackRock, Inc. | 0.00% | Add +106.2% | 168,749 | $5.2M |
| Lynch & Associates | 0.97% | Add +3.3% | 168,142 | $5.2M |
| WealthPlan Investment Management, LLC | 0.29% | Add +18.4% | 167,669 | $5.1M |
| GM Advisory Group, LLC | 0.20% | Add +18.4% | 167,364 | $5.1M |
| JT Stratford LLC | 0.66% | Reduce -2.7% | 167,190 | $5.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.74% | Add +4.3% | 166,923 | $5.1M |
| Andrews Advisory Associates, LLC | 2.68% | Reduce -21.2% | 166,209 | $5.1M |
| Kovack Advisors, Inc. | 0.27% | Add +13.0% | 165,086 | $5.0M |
| TrueWealth Advisors, LLC | 1.27% | Reduce -4.5% | 164,089 | $5.0M |
| KCM Investment Advisors LLC | 0.17% | Reduce -3.6% | 163,731 | $5.0M |
| Nikulski Financial, Inc. | 1.24% | Add +7.6% | 163,140 | $5.0M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +66.0% | 162,629 | $5.0M |
| Pallas Capital Advisors LLC | 0.19% | Reduce -1.1% | 161,324 | $4.9M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -10.1% | 159,911 | $4.9M |
| Decker Retirement Planning Inc. | 2.21% | Add +6.5% | 159,277 | $4.9M |
| Good Harbor Advisors, Inc. | 5.32% | Add +2.9% | 158,906 | $4.9M |
| Centaurus Financial, Inc. | 0.23% | Add +25.1% | 158,806 | $4.9M |
| MBE Wealth Management, LLC | 2.01% | Reduce -3.1% | 157,692 | $4.8M |
| Alpha Capital Advisors Inc. | 4.60% | Add +0.2% | 157,639 | $4.8M |
| Emerald Advisors, LLC | 0.60% | Add +5.4% | 157,588 | $4.8M |
| Cutler Investment Counsel LLC | 0.50% | Reduce -1.4% | 156,949 | $4.8M |
| Florida Financial Advisors, LLC | 1.15% | Add +33.2% | 156,724 | $4.8M |
| OLIO Financial Planning | 1.32% | Reduce -2.5% | 155,478 | $4.8M |
| Paradigm Capital Management, LLC | 4.41% | Reduce -0.1% | 155,191 | $4.8M |
| Game Plan Financial Advisors, LLC | 2.21% | Reduce -0.9% | 154,460 | $4.7M |
| Principia Wealth Advisory, LLC | 2.67% | Add +246.6% | 153,886 | $4.7M |
| Gateway Wealth Partners, LLC | 0.18% | Add +230.9% | 153,572 | $4.7M |
| Metropolitan Life Insurance Co | 1.43% | Reduce -5.3% | 152,900 | $4.7M |
| Vermillion Wealth Management, Inc. | 1.86% | Add +9.0% | 152,599 | $4.7M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +693.4% | 152,376 | $4.7M |
| Richards, Merrill & Peterson, Inc. | 1.71% | Add +26.2% | 151,829 | $4.7M |
| Gradient Capital Advisors, LLC | 1.19% | Add +3.7% | 149,003 | $4.6M |
| EverSource Wealth Advisors, LLC | 0.14% | Add +14.7% | 148,934 | $4.6M |
| Brown Brothers Harriman & Co. | 0.02% | Add +4.6% | 148,013 | $4.5M |
| Valley Forge Investment Consultants Inc. Adv | 1.35% | Add +5.2% | 147,282 | $4.5M |
| Commerce Bank | 0.02% | Add +14.9% | 147,260 | $4.5M |
| Raab & Moskowitz Asset Management LLC | 1.00% | Add +45.4% | 146,815 | $4.5M |
| Hidden Cove Wealth Management, LLC | 2.89% | Reduce -72.3% | 146,728 | $4.5M |
| Savant Capital, LLC | 0.02% | Add +13.1% | 146,517 | $4.5M |
| Capital Investment Advisory Services, LLC | 0.33% | Add +5.8% | 146,496 | $4.5M |
| Keystone Financial Services, LLC | 3.01% | Reduce -1.0% | 146,094 | $4.5M |
| Axis Wealth Partners, LLC | 2.38% | Add +0.1% | 145,979 | $4.5M |
| LVM Capital Management Ltd. | 0.42% | Add +3.8% | 144,486 | $4.4M |
| Breakwater Investment Management | 1.65% | Reduce -1.5% | 144,304 | $4.4M |
| Marble Wealth, LLC | 0.77% | Reduce -50.9% | 143,559 | $4.4M |
| Gladstone Institutional Advisory LLC | 0.16% | Add +4.8% | 143,498 | $4.4M |
| Bauman Advisory Group, LLC | 3.08% | Add +111.4% | 143,445 | $4.4M |
| Capital Analysts, LLC | 0.12% | Add +3.5% | 142,673 | $4.4M |
| Portus Wealth Advisors, LLC | 4.12% | Add +13.4% | 142,541 | $4.4M |
| Sfm, LLC | 2.64% | Add +5.9% | 142,368 | $4.4M |
| Soltis Investment Advisors LLC | 0.28% | Reduce -0.9% | 141,871 | $4.4M |
| Auxano Advisors, LLC | 0.87% | Reduce -3.6% | 141,601 | $4.3M |
| Insigneo Advisory Services, LLC | 0.31% | Reduce -5.7% | 141,131 | $4.3M |
| Beckerman Institutional, LLC | 2.29% | Add +10.0% | 140,799 | $4.3M |
| SIH Partners, LLLP | 0.13% | New | 140,000 | $4.3M |
| Focused Alpha, LLC | 1.33% | Add +5.5% | 139,839 | $4.3M |
| AMG National Trust Bank | 0.09% | Add +0.5% | 139,588 | $4.3M |
| Genesee Capital Advisors, LLC | 1.78% | Add +1.5% | 138,750 | $4.3M |
| Hudock, Inc. | 0.62% | Reduce -52.3% | 137,382 | $4.2M |
| RFG Advisory, LLC | 0.08% | Reduce -79.3% | 137,336 | $4.2M |
| US Bancorp \de | 0.01% | Reduce -16.6% | 136,759 | $4.2M |
| Elevation Wealth Partners, LLC | 1.50% | Add +3.8% | 136,572 | $4.2M |
| Orographic Financial Advisors, LLC | 2.96% | — | 136,232 | $4.2M |
| Warwick Investment Management, Inc. | 0.60% | Add +1.3% | 136,010 | $4.2M |
| Roundview Capital LLC | 0.26% | Add +2.5% | 135,884 | $4.2M |
| Anchor Investment Management, LLC | 0.35% | Add +5.5% | 135,055 | $4.1M |
| NewEdge Wealth, LLC | 0.05% | Reduce -4.4% | 134,965 | $4.1M |
| First Heartland Consultants, Inc. | 0.32% | Add +6.8% | 134,485 | $4.1M |
| KKM Financial LLC | 0.73% | No change | 150,096 | $4.1M |
| TPG Advisors LLC | 2.56% | Add +4.1% | 134,015 | $4.1M |
| Lexington Hill Partners, LLC | 2.33% | Add +152.2% | 133,903 | $4.1M |
| Caliber Wealth Management, LLC / KS | 0.45% | Reduce -4.8% | 133,767 | $4.1M |
| Northstar Group, Inc. | 0.60% | Reduce -0.6% | 133,203 | $4.1M |
| Cpwa, LLC | 4.88% | — | 128,527 | $4.1M |
| MOR Wealth Management, LLC | 1.87% | Reduce -10.7% | 132,858 | $4.1M |
| Panoramic Investment Advisors, LLC | 2.20% | Reduce -2.1% | 132,472 | $4.1M |
| Meridian Wealth Management, LLC | 0.14% | Add +5.0% | 132,255 | $4.1M |
| McAdam, LLC | 0.18% | Add +1.3% | 132,035 | $4.1M |
| Cambridge Advisors Inc. | 0.78% | Reduce -0.4% | 130,216 | $4.0M |
| Simon Quick Advisors, LLC | 0.18% | Add +0.5% | 130,160 | $4.0M |
| BXM Wealth LLC | 3.06% | Reduce -3.7% | 129,746 | $4.0M |
| Capital Investment Advisors, LLC | 0.06% | Add +0.8% | 129,639 | $4.0M |
| North Forty Two & Co. | 3.67% | Add +10.6% | 129,558 | $4.0M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +5.8% | 129,214 | $4.0M |
| WPG Advisers, LLC | 2.92% | Reduce -3.4% | 129,092 | $4.0M |
| Cedarwood Wealth LLC | 3.99% | Add +7.5% | 128,818 | $4.0M |
| Fortis Capital Management LLC | 0.53% | Add +15.8% | 128,469 | $3.9M |
| Sowell Financial Services LLC | 0.15% | Add +28.0% | 127,959 | $3.9M |
| Transcendent Capital Group LLC | 1.77% | Reduce -7.5% | 126,425 | $3.9M |
| SeaCrest Wealth Management, LLC | 0.41% | Add +20.9% | 126,410 | $3.9M |
| Mengis Capital Management, Inc. | 0.67% | Add +4.3% | 125,703 | $3.9M |
| Garden State Investment Advisory Services LLC | 0.92% | Add +1.6% | 125,609 | $3.9M |
| Nadler Financial Group, Inc. | 0.37% | Reduce -85.4% | 125,643 | $3.9M |
| Decker Wealth Management LLC | 0.88% | Reduce -1.7% | 125,629 | $3.9M |
| Sachetta, LLC | 2.07% | Add +0.1% | 124,686 | $3.8M |
| Sovran Advisors, LLC | 0.30% | Reduce -2.3% | 119,240 | $3.8M |
| RVW Wealth, LLC | 0.30% | Reduce -12.7% | 124,348 | $3.8M |
| AlphaCore Capital LLC | 0.09% | Reduce -41.1% | 123,222 | $3.8M |
| Hilton Head Capital Partners, LLC | 2.13% | Add +1.3% | 122,911 | $3.8M |
| Mainsail Financial Group, LLC | 1.57% | Reduce -3.6% | 122,447 | $3.8M |
| Coldstream Capital Management Inc. | 0.05% | Add +21.5% | 121,779 | $3.7M |
| LifeSteps Financial, Inc. | 2.35% | Add +6.1% | 121,004 | $3.7M |
| United Advisor Group, LLC | 0.46% | Add +0.7% | 120,868 | $3.7M |
| Cowa, LLC | 1.08% | Add +0.5% | 120,687 | $3.7M |
| Maridea Wealth Management LLC | 0.54% | Reduce -2.3% | 120,620 | $3.7M |
| Financial Designs Corp | 2.06% | Add +0.8% | 120,519 | $3.7M |
| Vista Cima Wealth Management LLC | 3.64% | Reduce -28.4% | 120,093 | $3.7M |
| WBH Advisory Inc. | 0.28% | Add +3.5% | 120,758 | $3.7M |
| Zullo Investment Group, Inc. | 1.39% | Add +10.8% | 119,654 | $3.7M |
| Warner Financial, Inc. | 1.26% | Add +0.7% | 119,454 | $3.7M |
| StoneX Group Inc. | 0.20% | Add +5.0% | 118,992 | $3.7M |
| Guyasuta Investment Advisors Inc. | 0.21% | Add +4.3% | 118,543 | $3.6M |
| Tenzing Financial LLC | 2.73% | Add +3.2% | 118,309 | $3.6M |
| OneAscent Financial Services LLC | 0.19% | Add +98.9% | 117,275 | $3.6M |
| Advisors Management Group Inc. | 0.66% | Add +4.8% | 117,129 | $3.6M |
| First National Trust Co | 0.12% | Add +4.5% | 115,706 | $3.5M |
| Natixis Advisors, LLC | 0.00% | Add +86.1% | 114,714 | $3.5M |
| Clearstead Trust, LLC | 0.57% | Add +12.5% | 114,434 | $3.5M |
| Bank of Montreal | 0.00% | Add +2.1% | 113,777 | $3.5M |
| CAP Partners, LLC | 1.97% | Add +1.5% | 113,607 | $3.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +45.7% | 113,265 | $3.5M |
| Nicolet Bankshares Inc. | 0.13% | New | 113,132 | $3.5M |
| Beam Wealth Advisors, Inc. | 0.86% | Add +11.3% | 112,874 | $3.5M |
| Olistico Wealth, LLC | 1.71% | Reduce -8.0% | 112,826 | $3.5M |
| Orion Capital Management LLC | 1.19% | Reduce -4.6% | 112,507 | $3.5M |
| SageGuard Financial Group, LLC | 0.53% | Reduce -0.8% | 112,325 | $3.4M |
| Lanark Financial, Inc. | 0.26% | Reduce -10.9% | 111,504 | $3.4M |
| Two Sigma Securities, LLC | 0.40% | Reduce -20.0% | 111,103 | $3.4M |
| Cambridge Financial Group, LLC | 1.15% | Reduce -16.8% | 110,481 | $3.4M |
| MOKAN Wealth Management Inc. | 1.50% | Reduce -8.1% | 110,469 | $3.4M |
| Foundations Investment Advisors, LLC | 0.04% | Add +2.2% | 110,124 | $3.4M |
| Chesapeake Wealth Management | 1.03% | Add +7.2% | 109,837 | $3.4M |
| McGrath & Associates, Inc. | 4.95% | Reduce -2.7% | 109,677 | $3.4M |
| Bravera Wealth | 1.51% | Reduce -8.6% | 109,149 | $3.3M |
| Coordinated Financial Services, Inc. | 1.95% | Reduce -1.9% | 109,054 | $3.3M |
| Equity Wealth Partners, LLC | 2.16% | Reduce -14.5% | 109,030 | $3.3M |
| NWF Advisory Services Inc. | 0.38% | Add +12.9% | 108,809 | $3.3M |
| Ellenbecker Investment Group | 0.45% | Add +0.5% | 108,794 | $3.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.2% | 108,245 | $3.3M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -4.4% | 107,338 | $3.3M |
| Strategic Investment Solutions, Inc. | 0.80% | Reduce -10.8% | 107,236 | $3.3M |
| Larson Financial Group LLC | 0.10% | Reduce -3.0% | 106,543 | $3.3M |
| Headinvest, LLC | 0.67% | Add +5.7% | 106,276 | $3.3M |
| ProVise Management Group, LLC | 0.23% | Reduce -6.2% | 106,110 | $3.3M |
| 10Elms LLP | 2.24% | Add +12.0% | 105,932 | $3.3M |
| Financial Solutions Advisory Group, Inc. | 0.45% | — | 105,289 | $3.2M |
| CWS Financial Advisors, LLC | 0.83% | Add +1.0% | 105,153 | $3.2M |
| Sage Investment Advisers LLC | 2.39% | Add +3.7% | 105,620 | $3.2M |
| Independent Solutions Wealth Management, LLC | 0.47% | Add +1.1% | 104,974 | $3.2M |
| MTM Financial Group, LLC | 1.51% | Reduce -8.1% | 105,334 | $3.2M |
| Bessemer Group Inc. | 0.01% | Reduce -18.0% | 104,590 | $3.2M |
| Adapt Wealth Advisors, LLC | 1.16% | Add +0.1% | 104,366 | $3.2M |
| Glassy Mountain Advisors, Inc. | 0.99% | Reduce -1.4% | 104,081 | $3.2M |
| Flatrock Wealth Partners LLC | 1.43% | Reduce -3.1% | 103,500 | $3.2M |
| Crewe Advisors LLC | 0.27% | Add +6.4% | 103,487 | $3.2M |
| Bfsg, LLC | 0.30% | Reduce -4.4% | 103,473 | $3.2M |
| STAR Financial Bank | 1.49% | Add +1236.3% | 103,106 | $3.2M |
| WealthCare Investment Partners, LLC | 0.88% | Reduce -6.5% | 103,494 | $3.2M |
| Choate Investment Advisors | 0.06% | No change | 103,014 | $3.2M |
| Freestate Advisors LLC | 2.51% | Add +6.0% | 102,255 | $3.1M |
| WCG Wealth Advisors LLC | 0.09% | Add +0.7% | 102,015 | $3.1M |
| CORDA Investment Management, LLC. | 0.22% | Reduce -15.4% | 101,958 | $3.1M |
| Hurley Capital, LLC | 1.67% | Add +8.4% | 101,383 | $3.1M |
| Wedmont Private Capital | 0.10% | Add +0.8% | 100,519 | $3.1M |
| John W. Brooker & Co., CPAs | 4.85% | Add +3.9% | 100,338 | $3.1M |
| Bare Financial Services, Inc | 0.81% | Add +131.1% | 100,320 | $3.1M |
| Maripau Wealth Management LLC | 1.35% | Add +10.0% | 99,857 | $3.1M |
| KFG Wealth Management, LLC | 0.40% | Add +20.1% | 99,685 | $3.1M |
| Fiscal Wisdom Wealth Management, LLC | 2.93% | Add +9.5% | 99,576 | $3.1M |
| Woodside Wealth Management LLC | 2.38% | Reduce -8.8% | 99,496 | $3.1M |
| Roehl & Yi Investment Advisors, LLC | 1.14% | Add +2.7% | 132,271 | $3.0M |
| Selby Wealth Management, LLC | 1.20% | Reduce -2.4% | 99,112 | $3.0M |
| Investment Advisory Group, LLC | 0.77% | Reduce -3.9% | 98,163 | $3.0M |
| Aspen Grove Capital, LLC | 0.59% | Reduce -0.8% | 98,104 | $3.0M |
| Bluespring Wealth Management, LLC | 0.26% | Reduce -3.6% | 97,949 | $3.0M |
| Collective Family Office LLC | 0.68% | Reduce -9.4% | 97,823 | $3.0M |
| Milestones Private Investment Advisors LLC | 2.64% | Reduce -4.8% | 97,705 | $3.0M |
| Muirfield Wealth Advisors LLC | 2.20% | Add +0.7% | 97,267 | $3.0M |
| Peregrine Asset Advisers, Inc. | 0.80% | Add +30.2% | 97,097 | $3.0M |
| Mitchell Sinkler & Starr | 1.37% | Add +7.9% | 96,879 | $3.0M |
| Scott & Selber, Inc. | 0.77% | Reduce -4.2% | 96,623 | $3.0M |
| MainStreet Investment Advisors LLC | 0.44% | Add +26.9% | 96,275 | $3.0M |
| MassMutual Private Wealth & Trust, FSB | 0.08% | Add +26.9% | 96,275 | $3.0M |
| Krilogy Financial LLC | 0.10% | Add +5.5% | 95,707 | $2.9M |
| Myecfo, LLC | 1.22% | Add +6.8% | 95,292 | $2.9M |
| Concord Wealth Partners | 0.38% | Reduce -11.3% | 95,202 | $2.9M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +8.0% | 95,114 | $2.9M |
| Silverlake Wealth Management LLC | 0.62% | Reduce -0.3% | 95,076 | $2.9M |
| Leo H. Evart, Inc. | 2.49% | — | 94,939 | $2.9M |
| HighPoint Advisor Group LLC | 0.12% | Add +26.0% | 94,936 | $2.9M |
| Revolve Wealth Partners, LLC | 0.38% | Reduce -0.4% | 94,546 | $2.9M |
| Freestone Capital Holdings, LLC | 0.09% | Add +120.7% | 94,455 | $2.9M |
| Madden Advisory Services, Inc. | 1.13% | Reduce -13.7% | 93,781 | $2.9M |
| Atlas Wealth Partners, LLC | 2.96% | Reduce -1.6% | 93,777 | $2.9M |
| BCM Advisors, LLC | 0.57% | Add +777.5% | 91,020 | $2.9M |
| Aspen Investment Management Inc | 0.87% | Add +71.6% | 93,094 | $2.9M |
| Brighton Jones LLC | 0.06% | New | 92,461 | $2.8M |
| BLB&B Advisors, LLC | 0.12% | Add +2.6% | 92,309 | $2.8M |
| Welch & Forbes LLC | 0.04% | No change | 92,277 | $2.8M |
| Journey Beyond Wealth, LLC | 2.42% | Reduce -0.3% | 91,709 | $2.8M |
| Vise Technologies, Inc. | 0.06% | No change | 102,454 | $2.8M |
| Everhart Financial Group, Inc. | 0.24% | Reduce -6.6% | 91,516 | $2.8M |
| Sound Income Strategies, LLC | 0.14% | Add +6.2% | 91,802 | $2.8M |
| FMA Wealth Management, LLC | 1.86% | Reduce -3.7% | 91,152 | $2.8M |
| Jacobi Capital Management LLC | 0.15% | Reduce -3.7% | 90,366 | $2.8M |
| Texas Capital Bank Wealth Management Services Inc | 0.16% | No change | 89,992 | $2.8M |
| Stonebridge Financial Planning Group, LLC | 1.00% | No change | 88,983 | $2.7M |
| Hilltop Holdings Inc. | 0.25% | Add +3.8% | 88,697 | $2.7M |
| Opes Wealth Management LLC | 0.46% | Reduce -0.1% | 88,671 | $2.7M |
| Caldwell Trust Co | 0.24% | Reduce -3.8% | 88,542 | $2.7M |
| Piedmont Capital Management, LLC | 1.80% | Reduce -0.2% | 87,980 | $2.7M |
| Providence Capital Advisors, LLC | 0.44% | Add +0.9% | 87,921 | $2.7M |
| RIA Advisory Group LLC | 0.66% | Add +3.0% | 87,855 | $2.7M |
| BKM Wealth Management, LLC | 0.98% | Reduce -30.2% | 87,667 | $2.7M |
| Cypress Wealth Services, LLC | 0.38% | Reduce -3.7% | 87,192 | $2.7M |
| Vident Advisory, LLC | 0.02% | Reduce -4.1% | 86,741 | $2.7M |
| White Knight Strategic Wealth Advisors, LLC | 2.24% | Reduce -4.3% | 86,705 | $2.7M |
| Core Wealth Advisors, Inc. | 0.63% | Add +18.9% | 86,664 | $2.7M |
| Millennium Capital Advisors, LLC | 1.63% | Reduce -2.1% | 86,124 | $2.6M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -8.8% | 86,099 | $2.6M |
| Blue Bell Private Wealth Management, LLC | 0.38% | Reduce -2.7% | 85,997 | $2.6M |
| Physician Wealth Advisors, Inc. | 0.36% | Add +3.3% | 85,371 | $2.6M |
| Cornerstone Planning Group LLC | 0.35% | Reduce -63.5% | 82,366 | $2.6M |
| XY Planning Network, Inc. | 0.42% | Reduce -4.5% | 85,267 | $2.6M |
| Magnus Financial Group LLC | 0.21% | Add +120.2% | 84,695 | $2.6M |
| Macroview Investment Management LLC | 1.80% | Add +1.5% | 84,197 | $2.6M |
| Walter & Keenan Wealth Management LLC /in/ | 0.72% | Reduce -0.2% | 83,798 | $2.6M |
| Columbia Advisory Partners LLC | 1.64% | Reduce -69.9% | 83,531 | $2.6M |
| BlueStem Wealth Partners, LLC | 0.28% | Reduce -15.3% | 83,412 | $2.6M |
| Bryn Mawr Trust Advisors, LLC | 0.12% | Reduce -8.2% | 83,058 | $2.5M |
| J Hagan Capital, Inc. | 1.37% | Add +4.1% | 83,050 | $2.5M |
| SpringVest Wealth Management LLC | 1.74% | Reduce -2.9% | 82,803 | $2.5M |
| First National Bank of Mount Dora, Trust Investment Services | 0.55% | No change | 82,452 | $2.5M |
| Wesbanco Bank Inc. | 0.07% | Reduce -3.3% | 82,373 | $2.5M |
| Wealthgarden F.S. LLC | 1.72% | Add +0.9% | 82,240 | $2.5M |
| Pasadena Private Wealth, LLC | 0.35% | Add +4.0% | 82,002 | $2.5M |
| Root Financial Partners, LLC | 0.12% | Add +37.5% | 81,924 | $2.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.8% | 81,692 | $2.5M |
| Money Concepts Capital Corp. | 0.14% | Add +52.6% | 81,491 | $2.5M |
| Balentine LLC | 0.10% | No change | 81,459 | $2.5M |
| Boyer Financial Services, Inc. | 2.64% | Add +7.5% | 81,280 | $2.5M |
| Eastern Bank | 0.04% | Reduce -8.0% | 81,085 | $2.5M |
| Great Waters Wealth Management | 0.26% | Reduce -0.5% | 80,753 | $2.5M |
| Directional Asset Management | 2.26% | Reduce -2.3% | 80,712 | $2.5M |
| Second Half Financial Partners, LLC | 1.11% | Reduce -0.5% | 80,669 | $2.5M |
| Latitude Advisors, LLC | 1.13% | Add +8.5% | 80,642 | $2.5M |
| Legacy Wealth Advisors, LLC | 1.26% | New | 80,500 | $2.5M |
| Argent Trust Co | 0.08% | Reduce -20.8% | 80,345 | $2.5M |
| Financial Perspectives, Inc | 0.69% | Add +20.4% | 80,153 | $2.5M |
| Centennial Advisors, LLC | 3.12% | Add +1.9% | 80,042 | $2.5M |
| Capital Squared Financial LLC | 1.86% | Add +8.5% | 79,324 | $2.4M |
| Fermata Advisors, LLC | 0.55% | Reduce -2.9% | 79,082 | $2.4M |
| Csenge Advisory Group | 0.11% | Reduce -35.1% | 78,964 | $2.4M |
| Miramar Capital, LLC | 0.54% | Reduce -1.2% | 78,835 | $2.4M |
| RDA Financial Network | 0.60% | Reduce -2.0% | 78,078 | $2.4M |
| Fairscale Capital, LLC | 1.66% | Add +0.0% | 78,015 | $2.4M |
| Synergy Investment Management, LLC | 0.78% | Reduce -4.0% | 77,924 | $2.4M |
| Hazlett, Burt & Watson, Inc. | 0.74% | Reduce -15.6% | 77,466 | $2.4M |
| Bangor Savings Bank | 0.19% | Reduce -4.0% | 77,476 | $2.4M |
| Perspective Wealth Advisors LLC | 1.54% | Add +11.8% | 77,367 | $2.4M |
| Essex Financial Services, Inc. | 0.13% | Add +40.7% | 77,299 | $2.4M |
| Edgestream Partners, L.P. | 0.08% | Add +121.5% | 76,242 | $2.3M |
| JMG Financial Group, Ltd. | 0.06% | Add +13.8% | 76,169 | $2.3M |
| Fulcrum Equity Management | 2.27% | New | 76,153 | $2.3M |
| Aprio Wealth Management, LLC | 0.13% | Reduce -4.7% | 75,474 | $2.3M |
| Wealthcare Capital Management LLC | 0.23% | Add +224.0% | 75,319 | $2.3M |
| Verdence Capital Advisors LLC | 0.13% | Add +81.0% | 75,247 | $2.3M |
| Inspire Advisors, LLC | 0.19% | Add +21.7% | 75,081 | $2.3M |
| CPC Advisors, LLC | 0.37% | Reduce -2.0% | 74,880 | $2.3M |
| Pennsylvania Capital Management Inc. | 0.66% | Add +0.0% | 74,519 | $2.3M |
| Note Advisors, LLC | 1.14% | Add +1.9% | 74,463 | $2.3M |
| Verus Financial Partners, Inc. | 0.20% | Reduce -17.7% | 73,754 | $2.3M |
| Bradley Foster & Sargent Inc. | 0.04% | Add +40.1% | 73,728 | $2.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.05% | Reduce -33.8% | 73,373 | $2.3M |
| B & T Capital Management DBA Alpha Capital Management | 0.33% | Add +1.3% | 73,178 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -82.5% | 73,135 | $2.2M |
| Boyd Watterson Asset Management LLC | 0.69% | Reduce -19.1% | 72,963 | $2.2M |
| MFG Wealth Management, Inc. | 1.85% | Reduce -0.5% | 72,891 | $2.2M |
| GHP Investment Advisors, Inc. | 0.09% | Reduce -0.7% | 72,272 | $2.2M |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -9.3% | 70,440 | $2.2M |
| Weaver Consulting Group | 0.51% | Add +1.4% | 70,388 | $2.2M |
| Evanson Asset Management, LLC | 0.12% | Add +5.7% | 70,317 | $2.2M |
| HUB Investment Partners, LLC | 0.05% | Reduce -4.1% | 69,821 | $2.1M |
| Bison Wealth, LLC | 0.21% | Reduce -6.0% | 67,267 | $2.1M |
| Fiducient Advisors LLC | 0.28% | Reduce -2.9% | 69,525 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -81.2% | 69,106 | $2.1M |
| Bernard Wealth Management Corp. | 0.90% | Add +0.0% | 69,052 | $2.1M |
| Retirement Planning Group, LLC | 0.07% | Reduce -7.1% | 68,799 | $2.1M |
| Smith Partners Wealth Management, LLC | 1.89% | Reduce -14.6% | 68,707 | $2.1M |
| Whitener Capital Management, Inc. | 0.48% | Add +1.4% | 68,237 | $2.1M |
| Fisher Asset Management | 0.00% | Add +21.0% | 68,026 | $2.1M |
| Bell Bank | 0.09% | Reduce -34.8% | 67,900 | $2.1M |
| Asset Dedication, LLC | 0.15% | Add +16.9% | 67,814 | $2.1M |
| International Assets Investment Management, LLC | 0.14% | Add +7.6% | 68,020 | $2.1M |
| Viawealth, LLC | 1.15% | Add +0.3% | 67,482 | $2.1M |
| Guardian Asset Advisors, LLC | 1.21% | Add +59.2% | 67,320 | $2.1M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -15.4% | 67,233 | $2.1M |
| Armor Investment Advisors, LLC | 0.74% | Reduce -14.7% | 67,137 | $2.1M |
| Ankerstar Wealth, LLC | 2.17% | Add +36.9% | 67,031 | $2.1M |
| Hamel Associates, Inc. | 0.58% | Reduce -5.0% | 66,646 | $2.0M |
| Rwa Wealth Partners, LLC | 0.02% | Add +6.0% | 66,565 | $2.0M |
| Princeton Global Asset Management LLC | 0.33% | Reduce -35.4% | 66,534 | $2.0M |
| WealthShield Partners, LLC | 0.23% | Reduce -0.1% | 66,488 | $2.0M |
| Park Edge Advisors, LLC | 0.46% | Add +0.1% | 65,674 | $2.0M |
| Dala Group, LLC | 1.68% | Reduce -60.2% | 65,662 | $2.0M |
| Founders Financial Alliance, LLC | 0.36% | Reduce -0.4% | 65,489 | $2.0M |
| Wills Financial Group LLC | 0.75% | Add +0.8% | 63,009 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Reduce -20.9% | 65,633 | $2.0M |
| Samalin Investment Counsel, LLC | 0.71% | Add +535.5% | 64,805 | $2.0M |
| Sanders Morris Harris LLC | 0.32% | New | 64,205 | $2.0M |
| Chapman Financial Group, LLC | 1.41% | Reduce -0.3% | 64,024 | $2.0M |
| GC Wealth Management RIA, LLC | 0.08% | Reduce -5.0% | 63,918 | $2.0M |
| Astoria Portfolio Advisors LLC. | 0.42% | Add +4.8% | 62,763 | $2.0M |
| Cathy Pareto & Associates, Inc. | 1.31% | Reduce -4.0% | 63,567 | $2.0M |
| Concord Asset Management, LLC | 0.33% | Reduce -9.2% | 63,406 | $1.9M |
| Embree Financial Group | 0.23% | Add +2.3% | 62,871 | $1.9M |
| Naples Global Advisors, LLC | 0.14% | Reduce -4.7% | 62,572 | $1.9M |
| Elevate Wealth Advisory, Inc. | 1.21% | Add +7.1% | 62,549 | $1.9M |
| Teamwork Financial Advisors, LLC | 0.21% | Add +3.5% | 62,454 | $1.9M |
| Tred Avon Family Wealth, LLC | 0.64% | Reduce -8.3% | 62,316 | $1.9M |
| Tudor Investment Corporation | 0.01% | New | 62,096 | $1.9M |
| San Luis Wealth Advisors LLC | 0.31% | Add +0.5% | 61,710 | $1.9M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.88% | New | 61,534 | $1.9M |
| GWN Securities Inc. | 0.36% | Reduce -2.1% | 61,429 | $1.9M |
| BOK Financial Private Wealth, Inc. | 0.11% | Reduce -11.7% | 61,194 | $1.9M |
| Joel Isaacson & Co., LLC | 0.06% | Add +42.4% | 61,028 | $1.9M |
| My Personal CFO, LLC | 0.81% | Reduce -0.2% | 60,471 | $1.9M |
| Agate Pass Investment Management, LLC | 0.72% | Reduce -0.3% | 60,320 | $1.9M |
| Probity Advisors, Inc. | 0.29% | No change | 60,203 | $1.8M |
| Inscription Capital, LLC | 0.19% | Add +18.5% | 60,199 | $1.8M |
| BCGM Wealth Management, LLC | 0.46% | Reduce -1.9% | 60,057 | $1.8M |
| Wolfstich Capital, LLC | 1.60% | New | 60,085 | $1.8M |
| World Equity Group, Inc. | 0.47% | Reduce -14.1% | 59,569 | $1.8M |
| Bleakley Financial Group, LLC | 0.03% | Add +33.4% | 59,285 | $1.8M |
| Forefront Wealth Partners, LLC | 0.75% | Reduce -2.2% | 58,293 | $1.8M |
| Comprehensive Financial Planning, Inc. | 1.24% | Add +0.5% | 58,283 | $1.8M |
| BG Investment Services, LLC | 1.48% | Reduce -8.0% | 58,039 | $1.8M |
| Clear Creek Financial Management, LLC | 0.14% | Add +11.3% | 57,896 | $1.8M |
| Simplicity Wealth,LLC | 0.10% | Add +1.8% | 57,802 | $1.8M |
| Modus Advisors, LLC | 0.49% | Reduce -0.5% | 57,661 | $1.8M |
| Madison Wealth Partners, Inc | 0.28% | Add +45.5% | 57,649 | $1.8M |
| Cottage Street Advisors LLC | 0.76% | Add +1.6% | 57,586 | $1.8M |
| Bond & Devick Financial Network, Inc. | 0.49% | Reduce -0.4% | 57,579 | $1.8M |
| Mission Wealth Management, LP | 0.04% | Add +3.7% | 57,528 | $1.8M |
| Townsend Asset Management Corp. /NC/ | 0.63% | Add +0.5% | 57,262 | $1.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.21% | Add +1.3% | 57,098 | $1.8M |
| Wellington Grp LLC | 0.54% | Reduce -8.9% | 57,053 | $1.8M |
| Insight Inv LLC | 0.96% | Add +76.7% | 56,939 | $1.7M |
| Ethos Financial Group, LLC | 0.13% | Add +9.4% | 56,935 | $1.7M |
| Ironwood Investment Counsel, LLC | 0.25% | Reduce -16.8% | 56,879 | $1.7M |
| One Charles Private Wealth Services, LLC | 0.44% | No change | 56,849 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -7.3% | 56,739 | $1.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 56,631 | $1.7M |
| Westview Management dba Westview Investment Advisors | 0.90% | Reduce -20.5% | 56,630 | $1.7M |
| First Growth Capital LLC | 1.57% | No change | 56,645 | $1.7M |
| Barnes Wealth Management Group, Inc | 0.87% | Reduce -32.0% | 56,157 | $1.7M |
| Opus Financial Solutions LLC | 1.62% | Reduce -7.0% | 55,986 | $1.7M |
| Indie Asset Partners, LLC | 1.95% | Add +5.2% | 55,904 | $1.7M |
| Rollins Financial Advisors, LLC | 0.27% | Reduce -1.5% | 55,768 | $1.7M |
| Parkside Financial Bank & Trust | 0.13% | Add +0.4% | 55,117 | $1.7M |
| BIP Wealth, LLC | 0.07% | Reduce -5.0% | 55,058 | $1.7M |
| VestGen Advisors, LLC | 0.05% | Add +371.8% | 53,123 | $1.7M |
| Fairview Capital Investment Management, LLC | 0.09% | Reduce -2.7% | 54,785 | $1.7M |
| West Bancorporation Inc. | 0.83% | Reduce -1.9% | 54,520 | $1.7M |
| West Michigan Advisors, LLC | 0.37% | Add +12.5% | 54,494 | $1.7M |
| Laurel Oak Wealth Management, LLC | 0.28% | Add +84.1% | 54,480 | $1.7M |
| Gradient Investments LLC | 0.03% | Add +3.3% | 54,412 | $1.7M |
| Wulff, Hansen & Co. | 1.70% | Add +5.0% | 54,273 | $1.7M |
| Transcend Capital Advisors, LLC | 0.13% | Add +11.2% | 54,269 | $1.7M |
| Sagace Wealth Management LLC | 1.12% | New | 53,973 | $1.7M |
| Petra Financial Advisors Inc. | 1.02% | Reduce -25.4% | 53,893 | $1.7M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -2.9% | 53,873 | $1.7M |
| Factor Wealth Management LTD | 0.31% | Add +25.1% | 53,716 | $1.6M |
| Capital Square, LLC | 0.75% | Add +8.4% | 52,280 | $1.6M |
| PKS Advisory Services, LLC | 0.38% | Reduce -48.9% | 53,155 | $1.6M |
| Capasso Planning Partners LLC | 0.88% | Reduce -8.5% | 52,963 | $1.6M |
| Facet Wealth, Inc. | 0.03% | Add +53.4% | 52,923 | $1.6M |
| Thrive Wealth Management, LLC | 0.24% | Add +0.5% | 52,780 | $1.6M |
| Centurion Wealth Management LLC | 0.37% | Add +163.7% | 52,761 | $1.6M |
| Westbourne Investments, Inc. | 0.77% | Add +2.9% | 52,674 | $1.6M |
| Carroll Advisory Group, LLC | 0.63% | Add +68.5% | 52,670 | $1.6M |
| REDW Wealth LLC | 0.64% | Reduce -4.2% | 52,666 | $1.6M |
| Signet Investment Advisory Group, Inc. | 0.74% | Reduce -0.0% | 52,548 | $1.6M |
| Ancora Advisors LLC | 0.03% | Add +81.8% | 52,530 | $1.6M |
| J. Derek Lewis & Associates Inc. | 0.36% | Reduce -0.8% | 52,303 | $1.6M |
| Clark Wealth Partners | 1.08% | Reduce -2.3% | 52,222 | $1.6M |
| ETF Store, Inc. | 1.55% | Add +5.4% | 52,001 | $1.6M |
| Birchwood Financial Partners, Inc. | 1.54% | Add +10.3% | 51,995 | $1.6M |
| Synergy Asset Management, LLC | 0.17% | New | 51,869 | $1.6M |
| Evolution Wealth Advisors, LLC | 0.16% | Reduce -62.6% | 51,788 | $1.6M |
| Victrix Investment Advisors | 0.58% | Reduce -3.4% | 51,662 | $1.6M |
| Milestone Asset Management Group, LLC | 0.92% | Reduce -1.6% | 51,560 | $1.6M |
| Semus Wealth Partners LLC | 0.88% | Add +0.7% | 51,317 | $1.6M |
| Rothschild Investment LLC | 0.08% | Add +34.1% | 51,172 | $1.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | Reduce -0.7% | 51,171 | $1.6M |
| Ally Invest Advisors Inc. | 0.11% | Add +3.6% | 51,033 | $1.6M |
| Wall Street Financial Group, Inc. | 0.93% | New | 51,017 | $1.6M |
| Ignite Planners, LLC | 0.24% | Add +404.3% | 50,817 | $1.6M |
| Capital Advisors, Ltd. LLC | 0.18% | Add +83.8% | 50,819 | $1.6M |
| AssuredPartners Investment Advisors, LLC | 0.17% | Add +15.7% | 50,701 | $1.6M |
| URS Advisory LLC | 1.14% | New | 50,601 | $1.6M |
| KG Capital Management | 1.10% | Add +21.0% | 50,178 | $1.5M |
| Capital Advisors Inc. | 0.02% | Reduce -2.2% | 49,887 | $1.5M |
| KLCM Advisors, Inc. | 0.13% | Reduce -8.0% | 49,880 | $1.5M |
| Steelhead Wealth Management LLC | 0.77% | — | 49,685 | $1.5M |
| Aurora Private Wealth, Inc. | 1.08% | Reduce -26.7% | 54,945 | $1.5M |
| Pacific Wealth Strategies Group, Inc. | 0.95% | Reduce -3.8% | 49,625 | $1.5M |
| Diversified Trust Co. | 0.03% | Add +0.1% | 49,359 | $1.5M |
| Traynor Capital Management, Inc. | 0.09% | Add +8.6% | 49,538 | $1.5M |
| V2 Financial group LLC | 0.70% | Add +39.5% | 49,110 | $1.5M |
| Precedent Wealth Partners, LLC | 0.30% | Reduce -1.8% | 49,035 | $1.5M |
| Outfitters Financial LLC | 1.16% | Reduce -3.6% | 48,955 | $1.5M |
| BLVD Private Wealth, LLC | 1.30% | Reduce -6.6% | 48,869 | $1.5M |
| Advisory Resource Group | 0.26% | Reduce -8.3% | 48,839 | $1.5M |
| Register Financial Advisors LLC | 0.55% | Reduce -3.4% | 48,832 | $1.5M |
| Private Trust Co. NA | 0.13% | Reduce -15.5% | 48,821 | $1.5M |
| Missouri Trust & Investment Co | 0.44% | Reduce -3.6% | 48,392 | $1.5M |
| Focused Wealth Management, Inc | 0.15% | Add +0.7% | 48,094 | $1.5M |
| Tidal Investments LLC | 0.00% | New | 48,083 | $1.5M |
| Galvin, Gaustad & Stein, LLC | 0.12% | Add +24.0% | 47,911 | $1.5M |
| Bogart Wealth, LLC | 0.06% | Add +28.5% | 47,902 | $1.5M |
| Tull Financial Group, Inc. | 0.66% | Reduce -31.4% | 47,821 | $1.5M |
| Royal Capital Wealth Management, LLC | 0.91% | Add +0.2% | 47,717 | $1.5M |
| One Capital Management, LLC | 0.04% | New | 47,515 | $1.5M |
| Silvia McColl Wealth Management, LLC | 0.96% | Reduce -3.6% | 47,506 | $1.5M |
| Eagle Harbor Asset Management Inc. | 1.25% | Reduce -4.9% | 47,505 | $1.5M |
| Advisortrust Partners, LLC | 0.61% | Reduce -15.8% | 47,425 | $1.5M |
| Summit Wealth Partners, LLC | 0.23% | Add +6.6% | 47,262 | $1.4M |
| Flputnam Investment Management Co. | 0.02% | Reduce -33.0% | 47,164 | $1.4M |
| W Advisors, LLC | 0.74% | Add +0.3% | 46,959 | $1.4M |
| OpenArc Corporate Advisory, LLC | 0.02% | Add +171.7% | 46,884 | $1.4M |
| TruNorth Capital Management, LLC | 0.28% | Add +0.0% | 46,878 | $1.4M |
| TD Capital Management LLC | 0.13% | Add +28.4% | 46,771 | $1.4M |
| Vanguard National Trust Co | 0.09% | — | 46,767 | $1.4M |
| Jupiter Wealth Management LLC | 0.56% | No change | 45,000 | $1.4M |
| Costello Asset Management, INC | 0.49% | Reduce -1.5% | 46,563 | $1.4M |
| Ehrlich Financial Group | 0.82% | Add +0.3% | 46,560 | $1.4M |
| Intentional Wealth Strategies, LLC | 1.32% | — | 46,358 | $1.4M |
| Haverford Trust Co | 0.01% | Add +1.7% | 46,161 | $1.4M |
| Washington Trust Advisors, Inc. | 0.11% | Add +3.0% | 46,145 | $1.4M |
| WealthBridge Capital Management, LLC | 0.32% | Add +3.0% | 45,742 | $1.4M |
| McGlone Suttner Wealth Management, Inc. | 0.19% | Add +4.1% | 45,662 | $1.4M |
| Disciplined Investors, L.L.C. | 0.83% | Add +0.0% | 45,600 | $1.4M |
| Canal Capital Management, LLC | 0.19% | Reduce -81.2% | 45,446 | $1.4M |
| First National Bank & Trust Co. of Newtown | 0.30% | Add +4.3% | 45,410 | $1.4M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +3.3% | 45,355 | $1.4M |
| Prospect Financial Services LLC | 0.85% | Add +12.3% | 45,206 | $1.4M |
| Cornerstone Wealth Group, LLC | 0.09% | Add +152.2% | 44,676 | $1.4M |
| Magnolia Capital Advisors LLC | 0.27% | Reduce -15.1% | 45,054 | $1.4M |
| LexAurum Advisors, LLC | 0.18% | — | 44,782 | $1.4M |
| Evergreen Wealth Management, LLC | 0.71% | Reduce -3.2% | 44,758 | $1.4M |
| Landaas & Co. /Wi | 0.30% | No change | 44,608 | $1.4M |
| Attessa Capital LLC | 0.74% | Reduce -14.4% | 44,545 | $1.4M |
| Pitcairn Wealth Advisors LLC | 0.13% | No change | 49,683 | $1.4M |
| Private Advisory Group LLC | 0.09% | Reduce -8.6% | 43,973 | $1.3M |
| Boyce & Associates Wealth Consulting, Inc. | 1.01% | Add +2.3% | 43,562 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +0.4% | 43,485 | $1.3M |
| Elevated Financial Group LLC | 0.44% | New | 43,412 | $1.3M |
| Gilpin Wealth Management, LLC | 1.05% | Add +0.9% | 43,323 | $1.3M |
| Hilltop National Bank | 0.32% | Reduce -4.4% | 43,170 | $1.3M |
| Apella Capital, LLC | 0.02% | Add +164.0% | 42,485 | $1.3M |
| Squire Investment Management Company, LLC | 0.37% | Add +0.0% | 42,880 | $1.3M |
| Carret Asset Management, LLC | 0.13% | Add +15.3% | 42,854 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.45% | Add +12.8% | 42,782 | $1.3M |
| Revisor Wealth Management LLC | 0.36% | Reduce -1.8% | 42,502 | $1.3M |
| First Wilshire Securities Management Inc. | 0.29% | Reduce -3.4% | 42,375 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +35.8% | 42,526 | $1.3M |
| Grantvest Financial Group LLC | 0.84% | Reduce -5.9% | 42,181 | $1.3M |
| Woodmont Investment Counsel LLC | 0.08% | Reduce -12.8% | 41,917 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +379.5% | 41,778 | $1.3M |
| Farmers & Merchants Investments Inc. | 0.04% | Add +18.8% | 41,612 | $1.3M |
| Verity Asset Management, Inc. | 0.53% | New | 41,191 | $1.3M |
| National Bank of Canada | 0.00% | Reduce -6.5% | 41,147 | $1.3M |
| One Day In July LLC | 0.10% | Add +0.1% | 41,016 | $1.3M |
| RHS Financial, LLC | 0.60% | Reduce -1.1% | 41,008 | $1.3M |
| Kanawha Capital Management LLC | 0.09% | Reduce -1.2% | 40,972 | $1.3M |
| Sepio Capital, LP | 0.07% | Add +2.0% | 40,968 | $1.3M |
| Next Capital Management LLC | 0.38% | Add +1.3% | 40,920 | $1.3M |
| CWA Asset Management Group, LLC | 0.04% | Reduce -6.3% | 40,900 | $1.3M |
| Retirement Guys Formula LLC | 0.57% | Reduce -1.7% | 40,647 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.0% | 40,413 | $1.2M |
| Oxbow Advisors, LLC | 0.11% | Add +88.3% | 40,400 | $1.2M |
| SYM FINANCIAL Corp | 0.12% | Reduce -6.7% | 40,294 | $1.2M |
| Florida Trust Wealth Management Co | 0.03% | Add +25.6% | 39,927 | $1.2M |
| Shearwater Capital LLC | 0.64% | New | 39,910 | $1.2M |
| Ballentine Partners, LLC | 0.02% | Add +344.6% | 39,845 | $1.2M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.41% | Reduce -0.0% | 39,227 | $1.2M |
| Empower Advisory Group, LLC | 0.00% | Reduce -23.3% | 39,729 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +5.8% | 39,363 | $1.2M |
| Compass Ion Advisors, LLC | 0.11% | Reduce -1.5% | 39,039 | $1.2M |
| OMNI 360 Wealth, Inc. | 0.62% | Reduce -10.0% | 38,987 | $1.2M |
| Ameriflex Group, Inc. | 0.61% | Add +137.4% | 38,975 | $1.2M |
| Colorado Capital Management, Inc. | 0.45% | Add +0.8% | 38,944 | $1.2M |
| Nabity-Jensen Investment Management Inc | 0.82% | Reduce -63.1% | 38,476 | $1.2M |
| Rather & Kittrell, Inc. | 0.18% | No change | 38,361 | $1.2M |
| Triton Wealth Management, PLLC | 0.44% | Reduce -28.4% | 38,465 | $1.2M |
| Guardian Wealth Management, Inc. | 0.64% | Reduce -21.1% | 38,145 | $1.2M |
| Salem Investment Counselors Inc. | 0.03% | Add +0.5% | 38,141 | $1.2M |
| Boyum Wealth Architects LLC | 0.48% | Add +8.6% | 36,414 | $1.2M |
| First Financial Group Corp | 0.94% | Reduce -8.3% | 37,366 | $1.1M |
| Insight Wealth Partners, LLC | 0.46% | Reduce -1.6% | 37,217 | $1.1M |
| Pine Valley Investments Ltd Liability Co | 0.06% | Add +131.3% | 37,194 | $1.1M |
| Fortress Private Ledger, LLC | 0.36% | New | 37,191 | $1.1M |
| Yoder Wealth Management, Inc. | 0.52% | Reduce -2.0% | 37,176 | $1.1M |
| Millstone Evans Group, LLC | 0.68% | Add +152.3% | 36,943 | $1.1M |
| Elmwood Wealth Management, Inc. | 0.31% | Add +0.8% | 36,848 | $1.1M |
| Marino, Stram & Associates LLC | 0.20% | Reduce -9.2% | 36,757 | $1.1M |
| Meridian Management Co. | 0.28% | Add +20.8% | 36,666 | $1.1M |
| Vanguard Capital Wealth Advisors | 1.04% | Add +15.0% | 36,582 | $1.1M |
| FAS Wealth Partners, Inc. | 0.07% | Add +0.3% | 36,200 | $1.1M |
| Aspiriant, LLC | 0.03% | Reduce -20.7% | 36,185 | $1.1M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +17.9% | 36,168 | $1.1M |
| Meridian Wealth Partners, LLC | 0.15% | Add +1.2% | 35,966 | $1.1M |
| Dominguez Wealth Management Solutions, Inc. | 0.67% | Add +24.6% | 35,851 | $1.1M |
| Serenity Investment Advisors | 0.51% | New | 33,494 | $1.1M |
| Narwhal Capital Management | 0.08% | Reduce -0.1% | 35,676 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.08% | Add +0.3% | 35,533 | $1.1M |
| Plante Moran Financial Advisors, LLC | 0.07% | Add +20.2% | 35,489 | $1.1M |
| Ironwood Financial, llc | 0.19% | Add +10.5% | 35,433 | $1.1M |
| Glen Eagle Advisors, LLC | 0.15% | Add +1351.6% | 35,347 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Add +3.0% | 35,328 | $1.1M |
| C M Bidwell & Associates Ltd. | 0.51% | No change | 35,295 | $1.1M |
| Code Waechter LLC | 0.64% | No change | 35,192 | $1.1M |
| Strategy Asset Managers LLC | 0.18% | Add +0.0% | 35,166 | $1.1M |
| Morling Financial Advisors, LLC | 0.33% | No change | 35,119 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.07% | Add +5.6% | 34,949 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.14% | Reduce -10.3% | 34,860 | $1.1M |
| Bellevue Asset Management, LLC | 0.53% | Add +8.8% | 34,839 | $1.1M |
| Ellis Investment Partners, LLC | 0.18% | Add +1.4% | 34,415 | $1.1M |
| Verum Partners LLC | 0.20% | Add +0.8% | 34,311 | $1.1M |
| Blueprint Investment Partners LLC | 0.11% | Add +2.9% | 34,244 | $1.1M |
| Novem Group | 0.12% | Add +78.5% | 34,214 | $1.0M |
| Aaron Wealth Advisors LLC | 0.06% | Add +0.0% | 34,052 | $1.0M |
| Foster Victor Wealth Advisors, LLC | 0.06% | Reduce -90.5% | 33,969 | $1.0M |
| CFS Investment Advisory Services, LLC | 0.07% | Add +18.1% | 33,464 | $1.0M |
| Pinion Investment Advisors, LLC | 0.24% | Add +85.0% | 33,584 | $1.0M |
| Barnett & Company, Inc. | 0.80% | Reduce -3.5% | 33,499 | $1.0M |
| Arsenal Capital Advisors LLC | 0.75% | Reduce -1.4% | 33,474 | $1.0M |
| TD Waterhouse Canada Inc. | 0.00% | Add +269.8% | 33,654 | $1.0M |
| Sterling Investment Management, LLC | 0.61% | Reduce -0.6% | 33,370 | $1.0M |
| Colter Lewis Investment Partners LLC | 0.96% | Add +59.0% | 33,217 | $1.0M |
| Blueprint Financial Advisors LLC | 0.15% | Add +2.2% | 33,192 | $1.0M |
| Zhang Financial LLC | 0.04% | Add +3.1% | 33,189 | $1.0M |
| Paulson Wealth Management Inc. | 0.24% | Add +0.7% | 33,131 | $1.0M |
| Wernau Asset Management Inc. | 1.05% | Add +3.2% | 33,046 | $1.0M |
| Bedel Financial Consulting, Inc. | 0.12% | Reduce -0.3% | 32,984 | $1.0M |
| Anson Capital, Inc. | 0.69% | Add +5.1% | 32,881 | $1.0M |
| Daymark Wealth Partners, LLC | 0.03% | Add +9.6% | 32,633 | $1.0M |
| SOA Wealth Advisors, LLC. | 0.19% | Add +48.0% | 32,630 | $1.0M |
| Owen LaRue, LLC | 0.38% | Add +21.2% | 32,292 | $991K |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 32,198 | $988K |
| AllGen Financial Advisors, Inc. | 0.23% | Reduce -44.3% | 32,186 | $987K |
| Cooper Financial Group | 0.10% | Add +2.3% | 32,169 | $987K |
| Van Hulzen Asset Management, LLC | 0.07% | Add +81.5% | 32,118 | $985K |
| WESPAC Advisors, LLC | 0.54% | New | 32,076 | $984K |
| Altus Wealth Group LLC | 0.40% | Reduce -18.8% | 31,896 | $979K |
| Brand Asset Management Group, Inc. | 0.25% | Add +5.4% | 31,870 | $978K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +18.0% | 31,712 | $973K |
| Ceera Investments, LLC | 0.42% | New | 31,577 | $969K |
| Cary Street Partners Investment Advisory LLC | 0.25% | Add +5.0% | 31,410 | $964K |
| Trust Co | 0.09% | Add +22.9% | 31,400 | $963K |
| Fusion Capital, LLC | 0.26% | Add +9.2% | 31,272 | $959K |
| Graney & King, LLC | 0.52% | Reduce -27.9% | 31,255 | $959K |
| Forum Financial Management, LP | 0.01% | Add +7.8% | 31,203 | $957K |
| O'ROURKE & COMPANY, Inc | 0.38% | Reduce -1.6% | 31,103 | $954K |
| Avalon Capital Management | 0.27% | No change | 31,050 | $953K |
| Legacy Capital Wealth Partners, LLC | 0.20% | Reduce -29.0% | 31,035 | $952K |
| Mfa Wealth Advisors, LLC | 0.19% | Reduce -1.8% | 30,933 | $949K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -8.3% | 30,930 | $949K |
| Evolution Wealth Management Inc. | 0.69% | Add +45.5% | 30,894 | $948K |
| Wealth Alliance, LLC | 0.09% | Reduce -4.9% | 30,873 | $947K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +10.5% | 30,847 | $946K |
| Telos Capital Management, Inc. | 0.09% | Add +40.9% | 30,736 | $943K |
| Soundwatch Capital LLC | 0.12% | Reduce -17.1% | 30,709 | $942K |
| Brookwood Investment Group LLC | 0.12% | Add +26.4% | 30,547 | $937K |
| Baker Tilly Wealth Management, LLC | 0.23% | Reduce -22.5% | 30,510 | $936K |
| Darrow Company, Inc. | 0.42% | Reduce -6.8% | 30,582 | $935K |
| Tempo Wealth, LLC | 0.16% | New | 30,383 | $932K |
| Advyzon Investment Management, LLC | 0.08% | New | 30,375 | $932K |
| SWS Partners | 0.23% | No change | 30,315 | $930K |
| IF Advisors, LLC | 0.66% | New | 30,304 | $930K |
| Integrity Wealth Solutions LLC | 0.37% | Add +0.8% | 30,289 | $929K |
| Round Rock Advisors LLC | 0.14% | Reduce -2.0% | 30,277 | $929K |
| Webster Bank, N. A. | 0.09% | Add +12.6% | 30,236 | $928K |
| Van Cleef Asset Management,Inc | 0.10% | Add +12.4% | 30,205 | $927K |
| Advisor OS, LLC | 0.07% | Add +0.7% | 30,176 | $926K |
| Wood Tarver Financial Group, LLC | 0.26% | Reduce -1.8% | 30,160 | $925K |
| Bank of New Hampshire | 0.21% | Add +0.9% | 30,105 | $924K |
| Sunesis Advisors, LLC | 0.42% | No change | 30,009 | $921K |
| Connecticut Wealth Management, LLC | 0.04% | Add +1.4% | 30,000 | $920K |
| Advance Capital Management, Inc. | 0.03% | Reduce -7.0% | 29,670 | $910K |
| JBR Co Financial Management Inc | 0.38% | No change | 33,185 | $910K |
| Burke & Herbert Bank & Trust Co. | 0.25% | Add +0.3% | 29,662 | $910K |
| Stratos Investment Management, LLC | 0.04% | Reduce -3.7% | 29,621 | $909K |
| Immaculate Wealth Management LLC | 7.16% | — | 29,537 | $906K |
| CPA Asset Management Group, LLC | 0.30% | Reduce -1.8% | 29,509 | $905K |
| Insight Advisors, LLC/ PA | 0.17% | Reduce -85.9% | 29,467 | $904K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +1.7% | 29,052 | $891K |
| SHP Wealth Management | 0.07% | Reduce -7.8% | 29,042 | $891K |
| Oarsman Capital, Inc. | 0.11% | Reduce -2.8% | 28,990 | $889K |
| Buska Wealth Management, LLC | 0.36% | Reduce -10.6% | 28,988 | $889K |
| Kintra Wealth, LLC | 0.06% | New | 28,879 | $886K |
| Valicenti Advisory Services Inc. | 0.19% | Reduce -1.4% | 28,874 | $886K |
| Institute for Wealth Management, LLC. | 0.10% | Add +3.3% | 28,831 | $885K |
| SageView Advisory Group, LLC | 0.03% | Add +5.7% | 28,753 | $882K |
| Creekside Partners | 0.36% | Add +31.5% | 28,710 | $881K |
| TFR Capital, LLC. | 0.27% | Reduce -0.9% | 28,709 | $881K |
| Beacon Financial Advisory LLC | 0.20% | Add +2.5% | 28,645 | $879K |
| Rainey & Randall Wealth Advisors Inc. | 0.14% | Add +6.1% | 28,585 | $877K |
| Key Financial Inc | 0.16% | Add +12.7% | 28,560 | $876K |
| Level Wealth Management LLC | 0.41% | Reduce -7.6% | 28,553 | $876K |
| Bailard, Inc. | 0.02% | No change | 28,537 | $876K |
| CCG Wealth Management, LLC | 0.24% | Add +0.2% | 28,423 | $872K |
| Schrum Private Wealth Management LLC | 0.66% | Add +6.8% | 28,400 | $871K |
| Debussy Capital Management LP | 0.12% | Add +105.1% | 28,341 | $870K |
| First Citizens Bank & Trust Co. | 0.02% | Add +105.1% | 28,279 | $868K |
| Northstar Financial Companies, Inc. | 0.69% | Add +49.0% | 28,267 | $867K |
| Ullmann Wealth Partners Group, LLC | 0.09% | Add +57.3% | 28,241 | $866K |
| BNC Wealth Management, LLC | 0.24% | Reduce -3.9% | 28,177 | $864K |
| August Group Capital Ltd | 1.00% | Reduce -5.0% | 28,174 | $864K |
| Orcam Financial Group | 0.61% | Add +0.0% | 27,891 | $856K |
| CMH Wealth Management LLC | 0.15% | New | 27,735 | $851K |
| Certuity, LLC | 0.06% | Add +0.0% | 21,946 | $848K |
| Ridgecrest Wealth Partners, LLC | 0.47% | Reduce -0.2% | 27,596 | $847K |
| Arete Wealth Advisors, LLC | 0.06% | Add +21.0% | 27,577 | $846K |
| Sage Financial Group Inc. | 0.05% | Reduce -0.7% | 27,521 | $844K |
| Brasada Capital Management, LP | 0.16% | No change | 27,552 | $844K |
| Bernardo Wealth Planning LLC | 0.16% | Add +1.0% | 27,455 | $842K |
| Crusonia Wealth Advisors LLC | 0.17% | Add +2.8% | 27,376 | $840K |
| Cadent Capital Advisors, LLC | 0.22% | Add +246.5% | 27,187 | $834K |
| Sawgrass Asset Management LLC | 0.13% | Reduce -0.7% | 27,134 | $832K |
| Carrera Capital Advisors | 0.13% | Reduce -7.2% | 27,124 | $832K |
| CGN Advisors LLC | 0.07% | Reduce -7.1% | 27,114 | $832K |
| Front Row Advisors LLC | 0.28% | Reduce -1.3% | 26,987 | $828K |
| Howe & Rusling Inc. | 0.05% | Reduce -2.8% | 26,986 | $828K |
| Successful Portfolios LLC | 0.45% | Add +14.0% | 26,857 | $824K |
| Rench Wealth Management, Inc. | 0.25% | Reduce -1.5% | 26,808 | $822K |
| Calamos Wealth Management LLC | 0.03% | Add +18.7% | 26,777 | $822K |
| Calamos Advisors LLC | 0.00% | New | 26,777 | $822K |
| Councilor Wealth, LLC | 0.40% | Reduce -17.0% | 26,717 | $820K |
| Financial Planning Hawaii, Inc. | 0.48% | Add +3.2% | 26,638 | $817K |
| Demars Financial Group, LLC | 0.27% | Reduce -19.8% | 26,574 | $815K |
| Hayek Kallen Investment Management | 0.26% | New | 26,461 | $812K |
| Old Mission Investment Co LLC | 0.19% | Reduce -1.6% | 26,463 | $812K |
| Fulton Bank, N.A. | 0.03% | No change | 26,394 | $810K |
| Holderness Investments Co. | 0.16% | Reduce -8.5% | 26,338 | $808K |
| Wilkins Miller Wealth Management, LLC | 0.49% | Reduce -3.8% | 26,300 | $807K |
| Perissos Private Wealth Management, LLC | 0.70% | Add +0.4% | 26,205 | $804K |
| S&A Financial Services, Inc. | 0.55% | — | 26,043 | $799K |
| Ted Buchan & Co | 0.29% | Reduce -10.6% | 26,012 | $798K |
| Stillwater Wealth Management Group | 0.49% | Add +111.5% | 25,964 | $797K |
| Evergreen Capital Management LLC | 0.02% | Add +0.1% | 25,957 | $796K |
| Fort Sheridan Advisors LLC | 0.10% | Add +17.0% | 25,846 | $793K |
| Weik Capital Management | 0.31% | Reduce -0.2% | 25,755 | $790K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -2.1% | 25,743 | $790K |
| Firestone Capital Management | 0.16% | Reduce -4.5% | 25,731 | $789K |
| Balefire, LLC | 0.15% | Add +1.0% | 25,721 | $789K |
| Keating Financial Advisory Services, Inc. | 0.13% | Add +12.4% | 25,694 | $788K |
| Stonebrook Private Inc. | 0.17% | Reduce -7.1% | 25,660 | $787K |
| FF Advisors,LLC | 0.32% | Add +140.3% | 25,014 | $786K |
| Argent Advisors, Inc. | 0.21% | Add +8.3% | 25,599 | $785K |
| MidAtlantic Capital Management, Inc. | 0.54% | Reduce -31.1% | 25,566 | $784K |
| Cassady Wealth & Retirement Planning, LLC | 0.41% | Reduce -5.9% | 24,443 | $784K |
| M Holdings Securities, Inc. | 0.05% | Reduce -23.3% | 24,644 | $781K |
| Bonfire Financial | 0.59% | Add +0.2% | 25,412 | $780K |
| Breakwater Capital Group | 0.10% | Add +13.8% | 25,372 | $778K |
| Smart Portfolios, LLC | 0.78% | No change | 25,345 | $778K |
| FSM Wealth Advisors, LLC | 0.10% | Add +0.0% | 25,334 | $777K |
| Gerald Baker Financial Group LLC | 0.25% | — | 25,313 | $777K |
| Schmidt P J Investment Management Inc. | 0.13% | Reduce -2.3% | 25,251 | $775K |
| American Capital Advisory, LLC | 0.31% | No change | 25,134 | $771K |
| RCW Management, LLC | 0.79% | Reduce -5.8% | 25,095 | $770K |
| Etesian Wealth Advisors, Inc. | 0.24% | Add +51.8% | 24,933 | $765K |
| Wealth Enhancement Trust Services, Inc. | 0.09% | Add +0.8% | 24,933 | $765K |
| Eldridge Investment Advisors, Inc. | 0.17% | Add +0.1% | 24,918 | $764K |
| Lederer & Associates Investment Counsel | 0.54% | No change | 24,911 | $764K |
| North Star Asset Management Inc. | 0.03% | Reduce -10.3% | 24,852 | $762K |
| Baldwin Investment Management, LLC | 0.09% | Add +16.4% | 24,839 | $762K |
| CDM Financial Counseling Services, Inc. | 0.73% | Reduce -9.1% | 24,775 | $760K |
| Strategies Wealth Advisors, LLC | 0.08% | Add +1.5% | 24,751 | $759K |
| Trustmark Bank Trust Department | 0.05% | Reduce -18.1% | 24,738 | $759K |
| Howard Capital Management, LLC | 0.01% | New | 24,721 | $758K |
| Builder Investment Group Inc. | 0.16% | Reduce -5.5% | 24,710 | $758K |
| NewCorp Financial Services, Inc. | 0.65% | Reduce -0.6% | 24,612 | $755K |
| Chapin Davis, Inc. | 0.17% | Reduce -3.5% | 24,548 | $753K |
| Pinnacle Bancorp, Inc. | 0.22% | No change | 24,468 | $751K |
| Abound Wealth Management | 0.17% | Add +291.3% | 24,328 | $746K |
| Capital Management Associates, Inc | 0.17% | Reduce -1.2% | 24,295 | $745K |
| Trust Co. of Toledo NA | 0.07% | No change | 24,283 | $745K |
| Stewardship Advisors, LLC | 0.17% | Reduce -0.1% | 24,275 | $745K |
| Allie Family Office LLC | 0.32% | Add +7.7% | 24,173 | $742K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -81.4% | 24,102 | $739K |
| Greenhouse Wealth Management, LLC | 0.45% | Add +0.4% | 23,925 | $734K |
| SP Asset Management LLC | 0.06% | Reduce -0.6% | 23,914 | $734K |
| FSB Premier Wealth Management, Inc. | 0.23% | Reduce -2.1% | 23,806 | $730K |
| LifePlan Financial, LLC | 0.54% | Reduce -3.1% | 23,777 | $729K |
| Federated Hermes, Inc. | 0.00% | Add +0.9% | 23,700 | $727K |
| Commonwealth Retirement Investments LLC | 0.22% | Reduce -3.5% | 23,616 | $725K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -85.1% | 23,599 | $724K |
| Vanguard Advisers Inc. | 0.00% | — | 23,581 | $723K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -15.6% | 23,535 | $722K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +117.8% | 23,521 | $721K |
| Rosenberg Matthew Hamilton | 0.15% | Reduce -1.2% | 23,441 | $719K |
| Nalls Sherbakoff Group, LLC | 0.53% | Reduce -3.0% | 23,383 | $717K |
| waypoint wealth counsel | 0.37% | Reduce -61.3% | 23,369 | $717K |
| Patrick M Sweeney & Associates, Inc. | 0.46% | Add +2.7% | 23,356 | $717K |
| SVB Wealth LLC | 0.05% | Reduce -36.6% | 23,306 | $715K |
| Obermeyer Wealth Partners | 0.03% | No change | 23,249 | $713K |
| Merited Wealth, LLC | 0.59% | Add +6.2% | 23,241 | $713K |
| WFA of San Diego, LLC | 0.57% | Reduce -3.0% | 23,044 | $707K |
| Berkshire Asset Management LLC | 0.03% | Add +18.3% | 23,043 | $707K |
| Keystone Wealth Services, LLC | 0.15% | Add +12.2% | 23,031 | $707K |
| Aerodigm Wealth, LLC | 0.27% | Add +0.8% | 22,958 | $704K |
| Concentrum Wealth Management | 0.21% | New | 22,946 | $704K |
| Paladin Advisory Group, LLC | 0.53% | No change | 22,912 | $703K |
| Fulcrum Capital LLC | 0.15% | No change | 22,885 | $702K |
| Meridian Wealth Advisors, LLC | 0.09% | No change | 22,818 | $700K |
| Dale Q Rice Investment Management Ltd | 0.53% | Reduce -0.8% | 22,804 | $700K |
| Lyell Wealth Management, LP | 0.05% | No change | 22,729 | $697K |
| Lantern Wealth Advisors, LLC | 0.36% | Add +5.4% | 22,698 | $696K |
| Appleton Partners Inc. | 0.05% | Reduce -0.7% | 22,678 | $696K |
| Capital Developers, LLC | 0.62% | Reduce -3.0% | 22,606 | $694K |
| Signaturefd, LLC | 0.01% | Add +47.1% | 22,576 | $693K |
| Element Wealth, LLC | 0.29% | Reduce -2.8% | 22,568 | $692K |
| 1900 Wealth Management LLC | 0.04% | Add +12.8% | 22,532 | $691K |
| Balboa Wealth Partners | 0.12% | Add +0.3% | 22,446 | $689K |
| Storen Legacy Partners, LLC | 0.22% | Reduce -4.1% | 22,361 | $686K |
| Cypress Capital, LLC | 0.20% | Reduce -3.1% | 22,360 | $686K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.5% | 22,266 | $683K |
| Mezzasalma Advisors, LLC | 0.17% | Reduce -15.9% | 22,258 | $683K |
| Members Wealth LLC | 0.41% | Reduce -0.3% | 22,003 | $682K |
| Eddie Patel Inc | 0.52% | Reduce -3.1% | 22,185 | $681K |
| Golden State Wealth Management, LLC | 0.07% | Add +7.4% | 22,161 | $680K |
| Capital Planning LLC | 0.22% | No change | 22,150 | $680K |
| Summit Wealth & Retirement Planning, Inc. | 0.16% | Reduce -19.1% | 22,124 | $679K |
| OMC Financial Services LTD | 0.26% | Add +3.5% | 22,115 | $678K |
| Kirtland Hills Capital Management, LLC | 0.21% | Add +181.7% | 21,829 | $677K |
| Journey Retirement Planning & Investment Management LLC | 0.59% | Reduce -50.0% | 21,984 | $674K |
| Fairway Wealth LLC | 0.18% | No change | 21,957 | $674K |
| Integrity Wealth Partners, LLC | 0.60% | — | 21,805 | $669K |
| Mather Group, Llc. | 0.01% | Add +15.8% | 21,779 | $668K |
| Essex Bank | 0.15% | Add +32.8% | 21,695 | $666K |
| BSW Wealth Partners | 0.08% | Add +171.1% | 21,627 | $664K |
| Mission Creek Capital Partners, Inc. | 0.13% | No change | 21,571 | $662K |
| Aldebaran Financial Inc. | 0.63% | No change | 21,500 | $660K |
| Martin Capital Partners, LLC | 0.24% | Add +0.5% | 21,469 | $659K |
| Glenmede Trust Co. NA | 0.00% | Add +13.0% | 21,416 | $657K |
| Verity & Verity, LLC | 0.05% | Add +2.3% | 21,366 | $656K |
| Gemmer Asset Management LLC | 0.05% | Add +3.5% | 21,301 | $654K |
| Salomon & Ludwin, LLC | 0.06% | Reduce -0.1% | 21,316 | $651K |
| Regions Financial Corp. | 0.00% | Add +30.0% | 21,144 | $649K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -58.4% | 20,566 | $648K |
| Clayton Financial Group LLC | 0.33% | No change | 21,000 | $644K |
| Tidemark, LLC | 0.16% | No change | 20,976 | $644K |
| Steffes Financial, Ltd. | 0.34% | Reduce -29.6% | 20,965 | $643K |
| American Trust | 0.06% | Add +2.0% | 20,856 | $640K |
| Fidelis Capital Partners, LLC | 0.05% | Add +11.5% | 20,854 | $640K |
| Commonwealth Financial Services, LLC | 0.10% | Add +1.8% | 20,837 | $639K |
| Abbot Financial Management, Inc. | 0.27% | New | 20,800 | $638K |
| Sharkey, Howes & Javer | 0.09% | Add +4.9% | 20,714 | $636K |
| Cardinal Point Capital Management ULC | 0.04% | New | 20,652 | $634K |
| Ascent Advisors, LLC | 1.16% | — | 25,542 | $632K |
| Unify Financial Advisors | 0.66% | Add +1.0% | 20,589 | $632K |
| Apeiron RIA LLC | 0.15% | New | 20,579 | $631K |
| Brick & Kyle, Associates | 0.21% | Reduce -5.5% | 20,561 | $631K |
| Comprehensive Money Management Services LLC | 0.41% | Add +10.4% | 20,480 | $628K |
| Kelleher Financial Advisors | 0.16% | Add +2.4% | 20,522 | $628K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +23.0% | 20,351 | $624K |
| Colonial Trust Co / SC | 0.08% | No change | 20,360 | $621K |
| Point Windward Advisors Inc. | 0.31% | No change | 20,200 | $620K |
| Patten & Patten Inc. | 0.04% | Add +1.0% | 20,169 | $619K |
| Beacon Capital Management, LLC | 0.11% | Reduce -11.9% | 20,106 | $617K |
| Investment Management Trust, LLC | 0.60% | — | 20,060 | $615K |
| Sun Group Wealth Partners | 0.48% | New | 20,058 | $615K |
| Shelton Capital Management | 0.01% | New | 20,000 | $614K |
| First Financial Corp. | 0.24% | Add +2.1% | 19,986 | $613K |
| Tranquility Partners, LLC | 0.23% | Add +0.5% | 19,944 | $612K |
| Zacks Investment Management | 0.00% | Reduce -2.9% | 19,913 | $611K |
| Capital Advisors Wealth Management, LLC | 0.08% | Add +0.6% | 19,901 | $611K |
| PDS Planning, Inc | 0.04% | Add +6.6% | 19,849 | $609K |
| Oakmont Advisory Group, LLC | 0.62% | Reduce -3.5% | 19,796 | $607K |
| Avantra Family Wealth, Inc. | 0.45% | Reduce -11.0% | 19,784 | $607K |
| Basepoint Wealth LLC | 0.35% | Add +4.4% | 19,746 | $606K |
| Strive Financial Group ,LLC | 0.32% | Add +11.2% | 19,644 | $603K |
| Pflug Koory, LLC | 0.28% | Add +1.5% | 19,621 | $602K |
| Iams Wealth Management, LLC | 0.21% | Reduce -1.4% | 19,600 | $601K |
| Red Crane Wealth Management, LLC | 0.49% | Reduce -21.0% | 19,559 | $600K |
| Milestone Asset Management, LLC | 0.11% | New | 19,507 | $598K |
| Cross Staff Investments Inc | 0.30% | Reduce -2.9% | 19,475 | $597K |
| 49 Wealth Management, LLC | 0.04% | New | 19,397 | $595K |
| Three Bearings Fiduciary Advisors, Inc. | 0.57% | Add +0.1% | 19,235 | $590K |
| Advisor Resource Council | 0.23% | Add +2.5% | 19,217 | $590K |
| Optima Capital LLC | 0.27% | Add +0.5% | 19,197 | $589K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -7.5% | 19,180 | $588K |
| Financial Gravity Asset Management, Inc. | 0.10% | Reduce -0.8% | 19,157 | $588K |
| Blue Chip Partners, LLC | 0.04% | Reduce -4.9% | 19,151 | $588K |
| Ketron Financial | 0.21% | Add +14.3% | 19,048 | $584K |
| Sherman Wealth Management LLC | 0.50% | Add +0.2% | 18,954 | $582K |
| Meriwether Wealth & Planning, LLC | 0.32% | Reduce -13.6% | 18,910 | $580K |
| PW Nova Financial Services LLC | 0.16% | New | 18,863 | $579K |
| FC Advisory LLC | 0.17% | Add +1.7% | 18,856 | $578K |
| Key Client Fiduciary Advisors, LLC | 0.20% | Reduce -16.7% | 18,840 | $578K |
| Seneca House Advisors | 0.23% | Add +0.1% | 18,758 | $575K |
| Andrews, Lucia Wealth Management LLC | 0.34% | Add +0.8% | 18,704 | $574K |
| Bay Rivers Group | 0.24% | Add +30.1% | 18,673 | $573K |
| Kraft, Davis & Associates, LLC | 0.12% | Reduce -44.2% | 17,781 | $569K |
| Ritholtz Wealth Management | 0.01% | Add +98.0% | 18,421 | $565K |
| Downshift Financial, LLC | 0.29% | Add +19.7% | 17,974 | $565K |
| Sterling Investment Advisors, Ltd. | 0.10% | Add +0.0% | 18,329 | $562K |
| Tsfg, LLC | 0.09% | Add +5.1% | 18,323 | $562K |
| Wealth Management Partners, LLC | 0.16% | Add +67.8% | 18,307 | $562K |
| Mirador Capital Partners LP | 0.08% | Reduce -20.0% | 18,239 | $560K |
| Legacy Financial Advisors, Inc. | 0.08% | Add +23.8% | 18,187 | $558K |
| Omega Financial Group, LLC | 0.18% | Add +0.8% | 18,149 | $557K |
| Financial Management, Inc. | 0.52% | Reduce -57.5% | 17,973 | $551K |
| Fearless Solutions, LLC dba Best Invest | 0.33% | Reduce -5.0% | 17,869 | $548K |
| Signature Wealth Management Group | 0.21% | New | 17,851 | $548K |
| Mach-1 Financial Group, LLC | 0.19% | Reduce -29.2% | 17,745 | $544K |
| SkyOak Wealth, LLC | 0.10% | Add +48.1% | 17,721 | $544K |
| Sigma Investment Counselors Inc. | 0.03% | Reduce -8.5% | 17,691 | $543K |
| Silver Lake Advisory, LLC | 0.22% | Add +0.7% | 17,687 | $543K |
| Uptick Partners, LLC | 0.11% | Add +10.8% | 17,647 | $541K |
| Clarkston Capital Partners, LLC | 0.04% | Add +0.0% | 17,608 | $540K |
| Planned Solutions, Inc. | 0.18% | Reduce -0.1% | 17,573 | $539K |
| Ring Mountain Capital, LLC | 0.29% | Reduce -2.9% | 17,539 | $538K |
| Basso Capital Management, L.P. | 0.33% | No change | 17,534 | $538K |
| N.E.W. Advisory Services LLC | 0.04% | Add +13.9% | 17,531 | $538K |
| Stone Wealth Partners | 0.48% | New | 17,505 | $537K |
| Clare Market Investments LLC | 0.11% | — | 17,500 | $537K |
| Andina Capital Management, LLC | 0.48% | Reduce -0.2% | 17,466 | $536K |
| Angeles Wealth Management, LLC | 0.03% | No change | 17,463 | $536K |
| Davis R M Inc. | 0.01% | Add +1.6% | 17,437 | $535K |
| Citrine Capital LLC | 0.23% | Add +33.2% | 17,429 | $535K |
| Centerpoint Advisors, LLC | 0.17% | Reduce -1.2% | 17,337 | $532K |
| Strata Wealth Advisors, LLC | 0.15% | Reduce -17.1% | 17,319 | $531K |
| Quadrature Capital Ltd | 0.01% | New | 17,200 | $528K |
| Thompson Davis & Co., Inc. | 0.35% | Add +0.4% | 17,163 | $527K |
| Unique Wealth, LLC | 0.07% | Add +33.4% | 17,148 | $526K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -58.9% | 17,142 | $526K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +3.6% | 17,137 | $526K |
| 1ST Source Bank | 0.03% | Add +4.0% | 17,129 | $526K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | Add +7.5% | 17,124 | $525K |
| Wealthstar Advisors, LLC | 0.31% | Add +6.6% | 17,122 | $525K |
| NorthRock Partners, LLC | 0.01% | Add +24.4% | 17,098 | $525K |
| Medallion Wealth Advisors, LLC | 0.17% | Reduce -62.5% | 17,046 | $523K |
| Timmons Wealth Management, LLC | 0.50% | Reduce -22.1% | 17,040 | $523K |
| Plus Group Wealth Advisors LLC | 0.57% | Add +5.9% | 17,031 | $523K |
| Pine Haven Investment Counsel, Inc | 0.38% | Add +3.4% | 17,009 | $522K |
| Impact Capital Partners LLC | 0.16% | Add +0.8% | 16,864 | $517K |
| Cornerstone Wealth, LLC | 0.29% | — | 16,458 | $515K |
| Eagle Rock Investment Company, LLC | 0.07% | Add +19.3% | 16,789 | $515K |
| Daytona Street Capital LLC | 0.40% | Add +12.6% | 16,802 | $513K |
| Cura Wealth Advisors, LLC | 0.23% | Add +0.3% | 16,679 | $512K |
| Bridgewealth Advisory Group, LLC | 0.11% | Reduce -5.8% | 16,615 | $510K |
| Leisure Capital Management | 0.18% | Reduce -8.1% | 16,560 | $508K |
| Catalyst Investment Management LLC | 0.56% | Reduce -65.2% | 16,258 | $505K |
| Heritage Oak Wealth Advisors LLC | 0.16% | Reduce -2.5% | 16,392 | $503K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +0.1% | 16,385 | $503K |
| Duncker Streett & Co. Inc. | 0.10% | Add +3.5% | 16,360 | $502K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -4.6% | 16,354 | $502K |
| Carmel Capital Partners, LLC | 0.18% | Reduce -37.1% | 16,278 | $499K |
| S.E.E.D. Planning Group LLC | 0.14% | Add +115.6% | 16,171 | $496K |
| Patton Albertson Miller Group, LLC | 0.06% | Reduce -8.1% | 16,020 | $491K |
| OFS Enterprise LLC | 0.14% | — | 16,013 | $491K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 16,002 | $491K |
| Independent Wealth Advisors LLC | 0.48% | Add +0.4% | 15,943 | $489K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -0.9% | 15,894 | $488K |
| Team Hewins, LLC | 0.14% | Reduce -3.8% | 15,867 | $487K |
| Kingsman Wealth Management, Inc. | 0.27% | Add +0.0% | 15,855 | $486K |
| Brown Wealth Management, LLC | 0.12% | Add +0.4% | 15,843 | $486K |
| Sanchez Wealth Management Group | 0.10% | No change | 15,829 | $486K |
| Worth Asset Management, LLC | 0.18% | New | 15,792 | $485K |
| Tandem Financial, LLC | 0.16% | New | 15,769 | $484K |
| Delta Investment Management, LLC | 0.09% | Add +46.6% | 15,712 | $482K |
| CM Wealth Advisors LLC | 0.10% | No change | 15,667 | $481K |
| Wingate Wealth Advisors, Inc. | 0.26% | Reduce -62.2% | 15,650 | $480K |
| GenWealth Group, Inc. | 0.08% | Add +9.8% | 15,648 | $480K |
| Integrity Advisory Solutions, LLC | 0.06% | Reduce -10.1% | 15,641 | $480K |
| Faithward Advisors, LLC | 0.07% | Add +21.9% | 11,032 | $478K |
| Resonant Capital Advisors, LLC | 0.03% | Add +7.2% | 15,569 | $478K |
| Chokshi & Queen Wealth Advisors, Inc | 0.26% | No change | 15,555 | $477K |
| Cornerstone Planning, LLC | 0.11% | Reduce -0.2% | 15,513 | $476K |
| Stokes Family Office, LLC | 0.05% | Reduce -5.6% | 15,510 | $476K |
| Basecamp Wealth Advisors LLC | 0.10% | Reduce -1.4% | 15,504 | $476K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 15,533 | $474K |
| Aspen Wealth Strategies, LLC | 0.25% | Reduce -2.4% | 15,429 | $473K |
| Maple Capital Management, Inc. | 0.03% | Reduce -18.2% | 15,422 | $473K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -1.0% | 15,367 | $471K |
| Hancock Whitney Corp. | 0.01% | Add +12.0% | 14,669 | $470K |
| Howland Capital Management LLC | 0.02% | No change | 15,326 | $470K |
| Darden Wealth Group Inc | 0.24% | Add +0.0% | 15,321 | $470K |
| Prostatis Group LLC | 0.12% | New | 15,298 | $469K |
| Robinhood Asset Management, LLC | 0.03% | New | 15,253 | $468K |
| Pinnacle Wealth Management Group, Inc. | 0.23% | Add +21.2% | 15,195 | $466K |
| Safe Harbor Fiduciary, LLC | 0.44% | Add +511.0% | 15,159 | $465K |
| Forefront Analytics, LLC | 0.42% | New | 15,119 | $464K |
| Aegis Wealth Management LLC | 0.27% | No change | 15,100 | $463K |
| DKM Wealth Management, Inc. | 0.33% | No change | 15,060 | $462K |
| 1832 Asset Management L.P. | 0.00% | No change | 15,036 | $461K |
| Sentinel Pension Advisors, LLC | 0.07% | Reduce -9.2% | 15,010 | $461K |
| Fiduciary Family Office, LLC | 0.13% | No change | 15,000 | $460K |
| Cypress Capital Group | 0.05% | No change | 15,000 | $460K |
| Causey Wealth LLC | 0.19% | New | 14,967 | $459K |
| Blue Trust, Inc. | 0.01% | Add +44.5% | 14,954 | $459K |
| Parsons Capital Management Inc. | 0.02% | New | 14,950 | $459K |
| Sage Investment Counsel LLC | 0.51% | Add +21.3% | 14,948 | $459K |
| Tenon Financial LLC | 0.18% | No change | 14,907 | $457K |
| DDD Partners, LLC | 0.03% | Reduce -46.8% | 14,805 | $454K |
| Greenspring Advisors, LLC | 0.03% | New | 14,758 | $453K |
| Leading Edge Financial Planning LLC | 0.10% | Reduce -0.3% | 14,714 | $451K |
| Alley Investment Management Company, LLC | 0.05% | Reduce -0.3% | 14,677 | $450K |
| Second Line Capital, LLC | 0.09% | Add +1.4% | 13,997 | $449K |
| Range Advisory, LLC | 0.08% | Reduce -15.6% | 14,591 | $448K |
| Midland Wealth Advisors, LLC | 0.02% | Add +20.1% | 14,521 | $446K |
| Sunflower Bank, N.A. | 0.11% | No change | 14,501 | $445K |
| Secure Asset Management, LLC | 0.07% | Reduce -8.9% | 14,495 | $445K |
| Stockman Wealth Management, Inc. | 0.05% | Add +4.5% | 14,473 | $444K |
| D L Carlson Investment Group Inc. | 0.08% | Add +26.6% | 14,460 | $444K |
| First Foundation Advisors | 0.02% | Reduce -15.4% | 14,458 | $444K |
| Fairfield Financial Advisors, LTD | 0.15% | Reduce -15.5% | 14,439 | $443K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 14,432 | $443K |
| Ballast, Inc. | 0.10% | No change | 14,415 | $442K |
| Keystone Financial Group | 0.03% | Add +14.3% | 14,412 | $442K |
| Kavar Capital Partners Group, LLC | 0.06% | New | 14,390 | $441K |
| Kane Investment Management, Inc. | 0.23% | Add +10.6% | 14,382 | $441K |
| Axim Planning & Wealth | 0.54% | New | 14,379 | $441K |
| Fortitude Advisory Group L.L.C. | 0.20% | New | 14,349 | $440K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 16,036 | $440K |
| Acropolis Investment Management, LLC | 0.02% | No change | 14,333 | $440K |
| Frisch Financial Group, Inc. | 0.09% | Add +21.8% | 14,255 | $437K |
| Private Client Services, LLC | 0.13% | Reduce -6.0% | 14,191 | $435K |
| Leicht Financial Planning & Wealth Management, Inc. | 0.20% | New | 14,185 | $435K |
| AA Financial Advisors, LLC | 0.06% | Add +0.3% | 14,179 | $435K |
| Strategic Advisors LLC | 0.07% | Add +38.3% | 14,171 | $435K |
| Topsail Wealth Management, LLC | 0.06% | No change | 14,142 | $434K |
| Investment Partners Asset Management, Inc. | 0.27% | Reduce -2.1% | 14,135 | $434K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 14,076 | $432K |
| Compass Advisory Group LLC | 0.12% | Add +11.2% | 14,053 | $431K |
| Lodestone Wealth Management LLC | 0.17% | Add +22.5% | 13,951 | $428K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -19.5% | 13,941 | $428K |
| Old North State Wealth Management, LLC | 0.20% | Reduce -0.3% | 13,884 | $426K |
| Avion Wealth | 0.09% | Add +8198.8% | 13,859 | $425K |
| Old National Bancorp | 0.01% | Reduce -7.9% | 13,821 | $424K |
| Sensible Money, LLC | 0.13% | Reduce -12.4% | 13,821 | $424K |
| Studio Investment Management LLC | 0.08% | Add +1.2% | 13,797 | $423K |
| ZynergyRetirementPlanningLLC | 0.26% | Reduce -9.9% | 13,779 | $423K |
| Grandview Asset Management LLC | 0.12% | Add +6.1% | 11,433 | $422K |
| Cyr Financial Inc. | 0.25% | Reduce -27.0% | 13,763 | $422K |
| Rowlandmiller & Partners.adv | 0.09% | Add +28.5% | 13,700 | $420K |
| Clark Capital Management Group, Inc. | 0.00% | Add +45.3% | 13,685 | $420K |
| Clear Point Advisors Inc. | 0.33% | Add +11.2% | 13,671 | $419K |
| Redwood Family Wealth LLC | 0.41% | Add +4.6% | 13,616 | $418K |
| Wealth Effects LLC | 0.15% | No change | 13,556 | $416K |
| Frederick Financial Consultants, LLC | 0.21% | Add +39.9% | 13,546 | $416K |
| Wealth Architects, LLC | 0.04% | Add +0.3% | 13,436 | $412K |
| Generation Capital Management LLC | 0.30% | Reduce -5.1% | 13,411 | $411K |
| Godsey & Gibb, Inc. | 0.04% | Add +3.8% | 13,402 | $411K |
| Winter & Associates, Inc. | 0.36% | Reduce -2.3% | 13,320 | $408K |
| TrustWell Financial Advisors, LLC | 0.38% | New | 13,216 | $405K |
| RM Financial Services, LLC | 0.35% | No change | 13,190 | $405K |
| Loudon Investment Management, LLC | 0.22% | Add +0.4% | 13,161 | $404K |
| RKL Wealth Management LLC | 0.04% | Reduce -1.0% | 13,114 | $402K |
| Linscomb Wealth, Inc. | 0.02% | New | 13,045 | $400K |
| First Horizon Corp. | 0.02% | Reduce -9.5% | 13,041 | $400K |
| NovaPoint Capital, LLC | 0.10% | No change | 13,035 | $400K |
| Future Financial Wealth Managment LLC | 0.26% | Add +2.3% | 13,008 | $399K |
| Hendershot Investments Inc. | 0.05% | Add +91.9% | 12,949 | $397K |
| Ridgeline Wealth Planning, LLC | 0.29% | Reduce -0.8% | 12,921 | $396K |
| GGM Financial LLC | 0.18% | Add +0.2% | 12,866 | $395K |
| Innova Wealth Partners | 0.19% | New | 12,846 | $394K |
| Caldwell Sutter Capital, Inc. | 0.16% | Add +11.6% | 12,822 | $393K |
| Prevail Innovative Wealth Advisors, LLC | 0.07% | No change | 12,800 | $393K |
| Maia Wealth LLC | 0.07% | Reduce -2.4% | 12,775 | $392K |
| Uptown Financial Advisors LLC | 0.32% | Reduce -4.5% | 12,750 | $391K |
| Vista Finance, LLC | 0.31% | New | 12,750 | $391K |
| Security National Bank of So Dak | 0.19% | Reduce -1.5% | 12,737 | $391K |
| Amicus Financial Advisors, LLC | 0.11% | Add +0.0% | 12,662 | $388K |
| Harbor Asset Planning, Inc. | 0.33% | Add +0.7% | 12,643 | $388K |
| Shakespeare Wealth Management, LLC | 0.09% | Reduce -2.3% | 12,624 | $387K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -5.5% | 12,570 | $386K |
| 1620 Investment Advisors, Inc. | 0.26% | Reduce -9.1% | 12,569 | $386K |
| Stone Summit Wealth LLC | 0.11% | No change | 12,555 | $385K |
| Ballast Rock Private Wealth LLC | 0.21% | Add +9.7% | 12,552 | $385K |
| True Wealth Design, LLC | 0.11% | New | 12,511 | $384K |
| Castle Wealth Management LLC | 0.12% | Reduce -0.1% | 12,469 | $383K |
| Helium Advisors LLC | 0.36% | New | 12,425 | $381K |
| Bingham Private Wealth, LLC | 0.30% | New | 12,411 | $381K |
| Crescent Grove Advisors, LLC | 0.04% | Reduce -0.8% | 12,385 | $380K |
| Tobias Financial Advisors, Inc. | 0.05% | Reduce -0.3% | 12,367 | $379K |
| Straight Path Wealth Management | 0.10% | Add +3.0% | 12,353 | $379K |
| GW Henssler & Associates Ltd. | 0.02% | Reduce -2.5% | 12,353 | $379K |
| DV Trading LLC | 0.03% | New | 12,300 | $377K |
| Capital Investment Counsel, LLC | 0.05% | Reduce -37.5% | 12,286 | $377K |
| Smith Salley Wealth Management | 0.02% | Reduce -26.1% | 12,201 | $374K |
| Covington Investment Advisors Inc. | 0.06% | Reduce -30.9% | 12,182 | $374K |
| Fairfield, Bush & Co. | 0.21% | Add +1.9% | 12,159 | $373K |
| Indivisible Partners | 0.03% | Add +0.2% | 12,145 | $373K |
| J2 Capital Management Inc | 0.26% | Add +0.2% | 12,139 | $372K |
| WealthPoint Financial, LLC | 0.31% | Reduce -22.9% | 12,126 | $372K |
| Partners Wealth Management, LLC | 0.38% | No change | 12,095 | $371K |
| Horizon Investment Services, LLC | 0.13% | Add +0.0% | 12,065 | $370K |
| OneAscent Wealth Management LLC | 0.12% | Reduce -1.8% | 11,988 | $368K |
| UNIVEST FINANCIAL Corp | 0.02% | Add +14.1% | 11,970 | $367K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.7% | 11,917 | $366K |
| Pegasus Asset Management, Inc. | 0.12% | Add +7.9% | 11,906 | $365K |
| Arta Finance Wealth Management LLC | 0.18% | Add +26.9% | 11,880 | $364K |
| ESL Trust Services, LLC | 0.07% | Reduce -81.5% | 11,867 | $364K |
| TFB Advisors LLC | 0.19% | Add +5.3% | 11,833 | $363K |
| Waterfront Wealth Inc. | 0.07% | Reduce -3.8% | 11,808 | $362K |
| Tandem Investment Partners LLC | 0.31% | Reduce -2.3% | 11,745 | $360K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Reduce -6.3% | 11,720 | $360K |
| J.E. Simmons & Co., P.C. | 0.24% | No change | 11,719 | $360K |
| Vicus Capital | 0.03% | Add +3.7% | 11,679 | $358K |
| SK Wealth Management, LLC | 0.10% | Add +0.8% | 11,686 | $358K |
| RMR Wealth Builders | 0.03% | Reduce -4.5% | 11,669 | $358K |
| GoalVest Advisory LLC | 0.07% | Reduce -13.2% | 11,668 | $358K |
| EagleClaw Capital Managment, LLC | 0.05% | Add +21.1% | 11,665 | $358K |
| Sacks & Associates, LLC | 0.27% | Add +0.1% | 11,661 | $358K |
| HM Payson & Co. | 0.01% | Add +68.7% | 11,643 | $357K |
| Signature Equity Partners, LLC | 0.19% | Reduce -5.5% | 11,629 | $357K |
| Autumn Glory Partners, LLC | 0.13% | No change | 11,572 | $355K |
| Main Street Group, LTD | 0.11% | Add +0.3% | 11,481 | $352K |
| FreeGulliver LLC | 0.15% | New | 11,466 | $352K |
| UMB Bank, n.a. | 0.00% | Add +19.4% | 11,464 | $352K |
| PTM Wealth Management, LLC | 0.19% | Reduce -27.2% | 11,477 | $352K |
| Drive Wealth Management, LLC | 0.07% | Reduce -44.5% | 11,458 | $352K |
| Flow Traders U.S. LLC | 0.01% | New | 11,451 | $351K |
| SIMA Wealth Partners, LLC | 0.27% | Add +0.0% | 11,413 | $350K |
| GAMMA Investing LLC | 0.02% | Add +32.4% | 11,366 | $349K |
| Pacific Sage Partners, LLC | 0.05% | No change | 11,320 | $347K |
| JB Capital LLC | 0.01% | Reduce -4.2% | 11,281 | $346K |
| Flagstar Securities, Inc. | 0.13% | Reduce -3.5% | 11,252 | $345K |
| First Trust Advisors LP | 0.00% | New | 11,210 | $344K |
| Heck Capital Advisors, LLC | 0.03% | No change | 11,195 | $343K |
| Heirloom Wealth Management | 0.06% | No change | 11,181 | $343K |
| Global Trust Asset Management, LLC | 0.13% | No change | 11,180 | $343K |
| Financial Advisors Network, Inc. | 0.05% | Reduce -22.2% | 11,154 | $342K |
| ARS Wealth Advisors Group, LLC | 0.03% | New | 11,139 | $342K |
| GatePass Capital, LLC | 0.17% | Reduce -15.3% | 11,094 | $340K |
| Laraway Financial Advisors Inc | 0.24% | Add +0.1% | 11,059 | $339K |
| Buck Wealth Strategies, LLC | 0.04% | Reduce -8.5% | 11,033 | $338K |
| Hamilton Capital, LLC | 0.02% | Add +7.5% | 11,007 | $338K |
| Atlantic Family Wealth, LLC | 0.24% | New | 10,988 | $337K |
| Security National Bank of Sioux City Iowa | 0.20% | Reduce -1.3% | 10,930 | $335K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 10,923 | $335K |
| Herold Advisors, Inc. | 0.07% | New | 10,897 | $334K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +8.2% | 10,920 | $334K |
| Destination Wealth Management | 0.01% | Reduce -38.6% | 10,849 | $333K |
| Peak Retirement Planning, Inc. | 0.07% | Add +0.8% | 10,837 | $332K |
| Roberts Wealth Advisors, LLC | 0.08% | New | 10,809 | $332K |
| Northcape Wealth Management, LLC | 0.09% | No change | 10,800 | $331K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 10,794 | $331K |
| apricus wealth, LLC | 0.16% | Add +0.3% | 10,769 | $330K |
| Leeward Financial Partners, LLC | 0.10% | No change | 10,741 | $330K |
| Almanack Investment Partners, LLC. | 0.06% | New | 10,710 | $329K |
| Valley Financial Group, Inc. | 0.18% | Reduce -10.5% | 10,695 | $328K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Add +5.3% | 10,677 | $328K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.26% | Add +0.5% | 10,572 | $324K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -35.6% | 10,557 | $324K |
| SouthState Bank Corp | 0.02% | Reduce -77.4% | 10,555 | $324K |
| Park National Corp. | 0.01% | New | 10,546 | $324K |
| Morris Financial Concepts, Inc. | 0.11% | No change | 10,545 | $324K |
| Forum Private Client Group LLC | 0.11% | Add +30.0% | 10,542 | $323K |
| Delta Asset Management LLC | 0.03% | No change | 10,500 | $322K |
| Lowery Thomas, LLC | 0.18% | Add +11.0% | 10,488 | $322K |
| McElhenny Sheffield Capital Management, LLC | 0.08% | Reduce -4.1% | 10,425 | $320K |
| Wolff Wiese Magana LLC | 0.18% | Add +4.8% | 10,373 | $318K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 10,362 | $318K |
| Allegiance Financial Group Advisory Services LLC | 0.06% | New | 10,360 | $318K |
| Collaborative Wealth Managment Inc. | 0.15% | Reduce -74.8% | 10,340 | $317K |
| Piscataqua Savings Bank | 0.22% | New | 10,318 | $317K |
| Raub Brock Capital Management LP | 0.08% | Add +0.8% | 10,300 | $316K |
| Conservest Capital Advisors, Inc. | 0.03% | Reduce -63.9% | 10,235 | $314K |
| Tiller Private Wealth, Inc. | 0.11% | Reduce -16.4% | 10,220 | $314K |
| Davis Wealth Advisors, LLC | 0.26% | Add +0.1% | 10,202 | $313K |
| MeadowBrook Investment Advisors LLC | 0.28% | Add +3.3% | 10,182 | $312K |
| Invesco Ltd. | 0.00% | New | 10,176 | $312K |
| Legacy Advisory Services, LLC | 0.24% | New | 10,158 | $312K |
| Centerpoint Advisory Group | 0.23% | No change | 10,158 | $312K |
| Entrewealth, LLC | 0.14% | New | 10,135 | $311K |
| Shepherd Kaplan Krochuk, LLC | 0.26% | Reduce -0.0% | 10,094 | $310K |
| Investmark Advisory Group LLC | 0.13% | Add +0.4% | 10,072 | $309K |
| Spectrum Advisors, Inc. | 0.24% | — | 10,065 | $309K |
| Pacific Center for Financial Services | 0.08% | Add +2.2% | 10,045 | $308K |
| Woodward Diversified Capital, LLC | 0.14% | Add +0.0% | 9,914 | $308K |
| Bernicke Wealth Management, Ltd. | 0.04% | No change | 10,029 | $308K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +25.0% | 10,000 | $307K |
| River Wealth Advisors LLC | 0.04% | Reduce -11.3% | 9,995 | $307K |
| Alteri Wealth LLC | 0.10% | Add +6.1% | 9,989 | $306K |
| Marco Investment Management LLC | 0.02% | Add +1.4% | 9,986 | $306K |
| Clarendon Private LLC | 0.23% | Add +0.8% | 9,960 | $306K |
| Cascade Wealth Advisors, Inc | 0.13% | No change | 9,660 | $305K |
| MBL Wealth, LLC | 0.02% | Add +11.4% | 9,926 | $305K |
| Heritage Trust Co | 0.03% | No change | 9,916 | $304K |
| Veracity Capital LLC | 0.11% | Reduce -21.5% | 9,909 | $304K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -39.0% | 9,857 | $302K |
| Tenret Co LLC | 0.15% | Reduce -5.8% | 9,821 | $301K |
| Empire Financial Management Company, LLC | 0.07% | Reduce -0.8% | 9,799 | $301K |
| Toth Financial Advisory Corp. | 0.03% | Add +10.3% | 9,799 | $301K |
| R. W. Roge & Company, Inc. | 0.14% | Reduce -0.7% | 9,785 | $300K |
| Trinity Legacy Partners, LLC | 0.06% | Add +1.1% | 9,760 | $300K |
| McIlrath & Eck, LLC | 0.02% | Add +18.6% | 9,762 | $299K |
| Western Reserve Capital Management, LLC | 0.24% | No change | 9,696 | $297K |
| Burford Brothers, Inc. | 0.12% | New | 9,693 | $297K |
| LOM Asset Management Ltd | 0.09% | Add +14.3% | 9,680 | $297K |
| Fortis Group Advisors, LLC | 0.05% | Add +9.5% | 9,281 | $296K |
| Johnson Bixby & Associates, LLC | 0.04% | No change | 9,642 | $296K |
| Harmony Asset Management LLC | 0.09% | Add +3.8% | 9,585 | $294K |
| Hardin Capital Partners, LLC | 0.14% | New | 9,551 | $293K |
| Rossby Financial, LCC | 0.06% | Add +115.8% | 9,602 | $293K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | Add +3.2% | 9,507 | $292K |
| Oakworth Capital, Inc. | 0.02% | No change | 9,482 | $291K |
| ATLas Financial Planning LLC | 0.26% | Reduce -38.3% | 9,439 | $290K |
| Invst, LLC | 0.03% | Reduce -62.2% | 9,369 | $287K |
| Nautilus Advisors LLC | 0.20% | Add +0.5% | 9,352 | $287K |
| Thrive Capital Management, LLC | 0.06% | Add +3.4% | 9,349 | $287K |
| Garton & Associates Financial Advisors LLC | 0.23% | Reduce -29.1% | 9,303 | $285K |
| Thompson David Blair | 0.16% | Reduce -66.2% | 9,273 | $285K |
| Boomfish Wealth Group, LLC | 0.15% | New | 9,273 | $284K |
| Innovative Wealth Building LLC | 0.20% | Add +7.1% | 9,235 | $283K |
| Bulwark Capital Corp | 0.17% | Reduce -18.1% | 9,229 | $283K |
| International Private Wealth Advisors LLC | 0.17% | Reduce -26.2% | 9,151 | $281K |
| SMART Wealth LLC | 0.08% | New | 9,150 | $281K |
| St Germain D J Co. Inc. | 0.01% | Reduce -3.2% | 9,149 | $281K |
| Optivise Advisory Services LLC | 0.17% | New | 9,148 | $281K |
| Brown, Lisle/Cummings, Inc. | 0.07% | Add +4.6% | 9,135 | $280K |
| MidFirst Bank | 0.02% | Reduce -0.3% | 9,116 | $280K |
| Claro Advisors Inc. | 0.03% | Reduce -43.3% | 9,115 | $280K |
| Procyon Advisors, LLC | 0.01% | Reduce -14.0% | 9,109 | $279K |
| Provident Wealth Management, LLC | 0.08% | Add +2.2% | 9,101 | $279K |
| Hamrick Investment Counsel, llc | 0.15% | Add +2.3% | 9,095 | $279K |
| Argus Investors' Counsel, Inc. | 0.25% | Reduce -35.8% | 9,077 | $278K |
| WESPAC Advisors SoCal, LLC | 0.06% | Reduce -19.6% | 9,075 | $278K |
| Klingman & Associates, LLC | 0.01% | Add +0.8% | 9,074 | $278K |
| Worth Financial Advisory Group, LLC | 0.12% | Reduce -99.6% | 487 | $278K |
| Seelaus Asset Management LLC | 0.20% | Reduce -17.7% | 9,052 | $278K |
| Crestwood Advisors Group, LLC | 0.00% | New | 9,033 | $277K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -68.0% | 9,028 | $277K |
| Harfst & Associates, Inc. | 0.05% | Add +4.6% | 9,027 | $277K |
| PUREfi Wealth, LLC | 0.18% | No change | 9,000 | $276K |
| Well Done, LLC | 0.04% | No change | 9,000 | $276K |
| Hunter Perkins Capital Management, LLC | 0.07% | New | 8,985 | $276K |
| Fortis Capital Advisors, LLC | 0.04% | New | 8,990 | $276K |
| BDFS Capital LLC | 0.13% | Reduce -3.2% | 8,961 | $275K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -6.3% | 8,902 | $273K |
| West Paces Advisors Inc. | 0.05% | Add +1.9% | 8,896 | $273K |
| TCI Wealth Advisors, Inc. | 0.01% | Reduce -1.2% | 8,888 | $273K |
| Serenus Wealth Advisors, LLC | 0.05% | No change | 8,883 | $273K |
| TCFG Wealth Management, LLC | 0.10% | Add +1.2% | 8,853 | $272K |
| TCFG Investment Advisors, LLC | 0.10% | — | 8,853 | $272K |
| HCR Wealth Advisors | 0.03% | Add +0.4% | 8,844 | $271K |
| Kaizen Financial Strategies | 0.12% | New | 8,799 | $271K |
| Roberts Glore & Co. Inc. | 0.07% | No change | 8,835 | $271K |
| Daviman Financial, LLC | 0.16% | Reduce -9.7% | 8,832 | $271K |
| Legacy Financial Group LLC | 0.03% | No change | 8,808 | $270K |
| Lansing Street Advisors | 0.07% | Reduce -16.0% | 8,801 | $270K |
| Plan Group Financial, LLC | 0.06% | New | 8,794 | $270K |
| Foster & Motley Inc. | 0.01% | Reduce -14.8% | 8,762 | $269K |
| QRG Capital Management, Inc. | 0.00% | New | 8,754 | $269K |
| Quadrant Private Wealth Management, LLC | 0.04% | Add +0.8% | 8,750 | $268K |
| IFC & Insurance Marketing, Inc. | 0.28% | Add +26.7% | 8,732 | $268K |
| Landing Point Financial Group, LLC | 0.13% | New | 8,721 | $268K |
| Clientfirst Wealth Management, LLC | 0.23% | No change | 8,700 | $267K |
| Emprise Bank | 0.11% | No change | 8,680 | $266K |
| Sankala Group LLC | 0.22% | Add +8.8% | 8,687 | $266K |
| Townsquare Capital LLC | 0.06% | Reduce -1.8% | 8,673 | $266K |
| Trivium Point Advisory, LLC | 0.05% | Reduce -3.5% | 8,671 | $266K |
| Cannon Advisors, Inc. | 0.20% | New | 8,623 | $265K |
| L. Roy Papp & Associates, LLP | 0.03% | No change | 8,595 | $264K |
| Proficio Capital Partners LLC | 0.01% | No change | 8,577 | $263K |
| Blue Sky Capital Consultants Group, Inc. | 0.13% | Reduce -19.0% | 8,546 | $262K |
| Argos Wealth Advisors, LLC | 0.08% | No change | 8,535 | $262K |
| Lewis Asset Management, LLC | 0.11% | Add +5.3% | 8,505 | $261K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 8,500 | $261K |
| Archer Investment Corp | 0.06% | Reduce -0.4% | 8,497 | $261K |
| Crews Bank & Trust | 0.04% | No change | 8,460 | $260K |
| Smart Money Group LLC | 0.08% | Add +0.9% | 8,445 | $259K |
| North Capital, Inc. | 0.22% | Reduce -65.0% | 8,436 | $259K |
| Jag Capital Management, LLC | 0.03% | New | 8,435 | $259K |
| Ballast Financial Advisors LLC | 0.26% | Add +2.8% | 8,391 | $257K |
| Jamison Private Wealth Management, Inc. | 0.03% | Reduce -4.1% | 8,369 | $257K |
| Wealth Alliance Advisory Group, LLC | 0.04% | No change | 8,364 | $257K |
| Cynosure Group, LLC | 0.03% | Reduce -66.2% | 8,355 | $256K |
| Clark Asset Management, LLC | 0.02% | New | 8,352 | $256K |
| Saxony Capital Management, LLC | 0.15% | New | 8,339 | $256K |
| TBH Global Asset Management, LLC | 0.05% | New | 8,336 | $256K |
| DB&C Advisors, LLC | 0.33% | New | 8,325 | $255K |
| Syntegra Private Wealth Group, LLC | 0.02% | No change | 8,317 | $255K |
| Heritage Investors Management Corp. | 0.01% | No change | 8,318 | $255K |
| Fiduciary Financial Group, LLC | 0.03% | Add +8.9% | 8,297 | $255K |
| WoodTrust Financial Corp | 0.03% | No change | 8,294 | $254K |
| Roble, Belko & Company, Inc | 0.03% | Add +6.1% | 8,267 | $254K |
| Finer Wealth Management, Inc. | 0.13% | Add +2.9% | 8,277 | $254K |
| Carter Financial, LLC | 0.22% | New | 8,251 | $253K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.07% | Reduce -8.4% | 8,220 | $252K |
| Whittier Trust Co. | 0.00% | Add +3.6% | 8,182 | $251K |
| Triangle Securities Wealth Management | 0.06% | Add +0.7% | 8,148 | $250K |
| Xxi Wealth, LLC | 0.14% | Reduce -3.1% | 8,137 | $250K |
| YANKCOM Partnership | 0.10% | Reduce -32.5% | 8,130 | $249K |
| Total Investment Management Inc. | 0.03% | Add +1.8% | 8,124 | $249K |
| Manchester Financial Inc. | 0.05% | Add +0.1% | 8,100 | $249K |
| Copley Financial Group, Inc. | 0.15% | Reduce -5.9% | 8,097 | $248K |
| HMV Wealth Advisors, LLC | 0.12% | Reduce -6.9% | 8,077 | $248K |
| Broadleaf Partners, LLC | 0.06% | Reduce -15.5% | 8,056 | $247K |
| Stonebridge Financial Group, LLC | 0.02% | New | 8,055 | $247K |
| Jackson Thornton Wealth Management, LLC | 0.02% | Reduce -10.5% | 8,063 | $246K |
| Midwest Capital Advisors, LLC | 0.11% | No change | 8,014 | $246K |
| Retirement Income Solutions, Inc. | 0.04% | New | 7,992 | $245K |
| Wagner Wealth Management, LLC | 0.05% | Add +0.8% | 7,963 | $244K |
| Elm Partners Management LLC | 0.01% | New | 8,008 | $244K |
| Silver Oak Wealth Advisors Services, LLC | 0.16% | No change | 7,937 | $244K |
| Cape Ann Savings Bank | 0.12% | New | 7,910 | $243K |
| Vontobel Holding Ltd. | 0.00% | Reduce -37.5% | 7,910 | $243K |
| WealthCollab, LLC | 0.10% | Reduce -3.1% | 7,905 | $243K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | New | 7,905 | $243K |
| McCarter Private Wealth Services LLC | 0.11% | New | 7,899 | $242K |
| Osprey Private Wealth LLC | 0.07% | New | 7,893 | $242K |
| Outlook Wealth Advisors, LLC | 0.06% | No change | 7,890 | $242K |
| Granville Capital, Inc. | 0.13% | No change | 7,881 | $242K |
| Kwmg, LLC | 0.02% | New | 7,871 | $241K |
| Harbor Group, Inc. | 0.03% | Add +0.1% | 7,854 | $241K |
| Birch Financial Group, LLC | 0.14% | Reduce -9.1% | 7,823 | $240K |
| Lazari Capital Management, Inc. | 0.08% | Add +3.6% | 7,817 | $240K |
| Portland Financial Advisors Inc | 0.50% | New | 7,810 | $240K |
| Peak Financial Management, Inc. | 0.06% | No change | 7,802 | $239K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | Reduce -8.0% | 7,797 | $239K |
| Ogorek Anthony Joseph /NY/ | 0.07% | Add +0.2% | 7,807 | $239K |
| Pacific Point Advisors, LLC | 0.13% | New | 7,770 | $238K |
| Glassman Wealth Services | 0.03% | Add +220.8% | 7,742 | $238K |
| Guerra Pan Advisors, LLC | 0.15% | New | 7,707 | $236K |
| Wealth Management Associates, Inc. | 0.08% | New | 7,643 | $234K |
| Harbor Advisory Corp. | 0.07% | Reduce -10.8% | 7,626 | $234K |
| Synergy Financial Group, LTD | 0.18% | No change | 7,604 | $233K |
| Palisades Hudson Asset Management, L.P. | 0.09% | No change | 7,599 | $233K |
| Falcon Wealth Planning | 0.02% | New | 7,573 | $232K |
| Firethorn Wealth Partners, LLC | 0.09% | Add +2.8% | 7,570 | $232K |
| Gouws Capital LLC | 0.12% | New | 7,534 | $231K |
| Obsidian Cio, LLC | 0.21% | Add +6.3% | 7,513 | $230K |
| Foresight Capital Management Advisors, Inc. | 0.13% | Add +0.1% | 7,502 | $230K |
| Approach Retirement Advisors, LLC | 0.19% | No change | 7,500 | $230K |
| Aberdeen Wealth Management LLC | 0.10% | Reduce -1.5% | 7,500 | $230K |
| Canopy Partners, LLC | 0.08% | Add +0.1% | 7,471 | $229K |
| Norden Group LLC | 0.02% | Add +0.3% | 7,459 | $229K |
| GEM Asset Management, LLC | 0.10% | No change | 7,435 | $228K |
| Flavin Financial Services, Inc. | 0.15% | Add +0.8% | 7,407 | $227K |
| Alternative Investment Advisors, LLC. | 0.10% | New | 7,391 | $227K |
| Trilogy Capital Inc. | 0.01% | New | 7,387 | $227K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -5.9% | 7,369 | $226K |
| Millennium Management | 0.00% | Reduce -97.8% | 7,360 | $226K |
| Accelerate Investment Advisors LLC | 0.15% | New | 7,343 | $225K |
| First Financial Bank - Trust Division | 0.02% | Reduce -4.6% | 7,278 | $223K |
| Seneschal Advisors, LLC | 0.17% | New | 7,272 | $223K |
| MKD Wealth Coaches, LLC | 0.22% | New | 7,261 | $223K |
| Tyche Wealth Partners LLC | 0.03% | New | 7,256 | $223K |
| Peoples Bank | 0.14% | Reduce -0.6% | 7,255 | $223K |
| Summit Global Investments | 0.01% | New | 7,228 | $222K |
| Sandbox Financial Partners, LLC | 0.06% | New | 7,225 | $222K |
| Robinson Smith Wealth Advisors LLC | 0.15% | Reduce -3.3% | 7,191 | $221K |
| Westside Investment Management, Inc. | 0.03% | Reduce -2.7% | 7,175 | $220K |
| Gibson Capital, LLC | 0.04% | New | 7,143 | $219K |
| D'Orazio & Associates, Inc. | 0.03% | Reduce -23.7% | 7,142 | $219K |
| United Community Bank | 0.07% | Add +26.1% | 7,141 | $219K |
| Relyea Zuckerberg Hanson LLC | 0.02% | New | 7,130 | $219K |
| Insight Wealth Strategies, LLC | 0.02% | New | 7,118 | $218K |
| Dearborn Partners LLC | 0.01% | New | 7,108 | $218K |
| Ellevest, Inc. | 0.03% | New | 7,065 | $217K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 7,039 | $216K |
| Ascension Capital Advisors, Inc. | 0.07% | New | 6,990 | $214K |
| Moseley Investment Management Inc. | 0.07% | New | 6,978 | $214K |
| Chatham Capital Group, Inc. | 0.03% | New | 6,975 | $214K |
| Activest Wealth Management | 0.04% | No change | 6,974 | $214K |
| Bull Oak Capital, LLC | 0.08% | New | 6,964 | $214K |
| Westhampton Capital, LLC | 0.10% | New | 6,960 | $214K |
| Evoke Wealth, LLC | 0.00% | Reduce -21.3% | 6,951 | $213K |
| Buckhead Capital Management LLC | 0.08% | New | 6,950 | $213K |
| Keebeck Wealth Management | 0.02% | New | 6,946 | $213K |
| TrustBank | 0.08% | New | 6,900 | $212K |
| National Wealth Management Group, LLC | 0.08% | New | 6,895 | $212K |
| Members Trust Co | 0.01% | New | 6,891 | $211K |
| FSA Investment Group, LLC | 0.08% | Reduce -52.9% | 6,858 | $210K |
| Continental Investors Services, Inc. | 0.20% | Reduce -2.3% | 6,618 | $210K |
| Nilsine Partners, LLC | 0.02% | New | 6,745 | $210K |
| Busey Bank | 0.01% | Reduce -28.4% | 6,837 | $210K |
| Holistic Financial Partners | 0.08% | New | 6,817 | $209K |
| Pine Harbor Wealth Management, LLC | 0.06% | New | 6,806 | $209K |
| PMG Family Office LLC | 0.23% | New | 6,801 | $209K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.04% | New | 6,795 | $208K |
| Tortoise Investment Management, LLC | 0.02% | New | 6,795 | $208K |
| Norris Perne & French LLP | 0.01% | New | 6,794 | $208K |
| Sightline Wealth Advisors, LLC | 0.09% | Reduce -37.6% | 6,742 | $207K |
| Welch Group, LLC | 0.01% | New | 6,724 | $206K |
| Carson Advisory Inc. | 0.11% | New | 6,717 | $206K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.02% | New | 6,715 | $206K |
| Zinnia Wealth Advisory, LLC | 0.23% | New | 6,710 | $206K |
| Briggs Wealth Management, Inc | 0.22% | Reduce -30.8% | 6,708 | $206K |
| New Hampshire Trust | 0.04% | New | 6,705 | $206K |
| Northeast Investment Management | 0.01% | New | 6,696 | $205K |
| Creative Financial Designs Inc. | 0.01% | Add +7.9% | 6,669 | $205K |
| 17 Capital Partners, LLC | 0.11% | Reduce -84.3% | 6,653 | $204K |
| Mainstream Capital Management LLC | 0.14% | New | 6,649 | $204K |
| Cannon Wealth Management Services, LLC | 0.14% | New | 6,649 | $204K |
| Alpine Bank Wealth Management | 0.03% | New | 6,636 | $204K |
| Performance Wealth Partners, LLC | 0.01% | New | 6,617 | $203K |
| Braun Stacey Associates Inc. | 0.01% | New | 6,606 | $203K |
| Claris Financial LLC | 0.11% | New | 6,606 | $203K |
| Venturi Wealth Management, LLC | 0.01% | New | 6,599 | $202K |
| Beese Fulmer Investment Management, Inc. | 0.01% | New | 6,575 | $202K |
| Hobbs Group Advisors, LLC | 0.06% | New | 6,553 | $201K |
| Matrix Asset Advisors Inc. | 0.02% | New | 6,521 | $200K |
| IMG Wealth Management, Inc. | 0.13% | New | 6,491 | $199K |
| JFS Wealth Advisors, LLC | 0.01% | Add +1.5% | 6,051 | $186K |
| Dunhill Financial, LLC | 0.04% | Reduce -12.8% | 5,967 | $183K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -16.1% | 5,860 | $180K |
| CX Institutional | 0.01% | Reduce -37.1% | 5,788 | $178K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | Add +7.8% | 5,727 | $176K |
| Wellington-Altus USA Inc. | 0.10% | Add +18.1% | 5,480 | $174K |
| West Financial Advisors, LLC | 0.03% | No change | 5,651 | $173K |
| Lloyd Advisory Services, LLC. | 0.05% | Add +42.3% | 5,645 | $173K |
| Kingdom Financial Group LLC. | 0.05% | Reduce -46.4% | 5,645 | $173K |
| Bullock Wealth Management Group | 0.09% | Add +8.8% | 5,558 | $170K |
| Accordant Advisory Group Inc | 0.10% | Reduce -23.6% | 5,350 | $164K |
| Clear Investment Research, LLC | 0.26% | New | 5,336 | $164K |
| Stone House Investment Management, LLC | 0.03% | Add +110.7% | 5,309 | $163K |
| Rice Partnership, LLC | 0.02% | No change | 5,160 | $158K |
| Cardiff Park Advisors, LLC | 0.01% | Reduce -71.6% | 5,160 | $158K |
| CDKV Holdings LLC | 0.14% | No change | 5,100 | $156K |
| Innovative Asset Advisors Group, LLC | 0.09% | — | 4,901 | $150K |
| Retiremitten Financial LLC | 0.07% | — | 4,873 | $150K |
| Westfuller Advisors, LLC | 0.06% | Add +0.8% | 4,839 | $148K |
| Indiana Trust & Investment Management Co | 0.05% | Add +26.4% | 4,823 | $148K |
| Tradewinds Capital Management, LLC | 0.03% | Add +0.7% | 4,743 | $146K |
| First Pacific Financial | 0.02% | Add +8.9% | 4,681 | $144K |
| Cheviot Value Management, LLC | 0.01% | Add +0.2% | 4,456 | $137K |
| DecisionPoint Financial, LLC | 0.03% | Reduce -24.3% | 4,434 | $136K |
| Meramec Financial Planners, LLC | 0.05% | Add +0.9% | 4,345 | $135K |
| IAG Wealth Partners, LLC | 0.01% | Add +2891.7% | 4,308 | $132K |
| Franklin Resources Inc. | 0.00% | No change | 4,246 | $130K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -17.3% | 4,223 | $130K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Add +73.4% | 4,233 | $130K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 4,167 | $128K |
| Acumen Wealth Advisors, LLC | 0.03% | No change | 4,091 | $126K |
| Private Wealth Asset Management, LLC | 0.01% | Add +1022.1% | 3,804 | $117K |
| Grey Ledge Advisors, LLC | 0.03% | Reduce -24.1% | 3,801 | $117K |
| McGuire Capital Advisors Inc. | 0.07% | Add +0.9% | 3,793 | $116K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 3,732 | $115K |
| Palouse Capital Management, Inc. | 0.08% | Add +0.1% | 3,676 | $113K |
| Navigoe, LLC | 0.07% | No change | 3,663 | $112K |
| Ballast Advisors LLC | 0.03% | No change | 3,561 | $109K |
| Tucker Asset Management LLC | 0.03% | Reduce -16.9% | 3,428 | $105K |
| Solstein Capital, LLC | 0.04% | No change | 3,370 | $103K |
| Red Tortoise LLC | 0.04% | Add +0.5% | 3,342 | $103K |
| Bayban | 0.09% | Reduce -37.9% | 3,342 | $103K |
| Curio Wealth, LLC | 0.03% | No change | 3,240 | $99K |
| SJS Investment Consulting Inc. | 0.01% | Add +6.5% | 3,180 | $98K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,083 | $95K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 3,080 | $95K |
| Financial Life Planners | 0.07% | New | 3,058 | $94K |
| Weaver Capital Management LLC | 0.02% | Add +0.8% | 3,030 | $93K |
| Barrett & Company, Inc. | 0.03% | Reduce -2.6% | 3,006 | $92K |
| Arlington Trust Co LLC | 0.01% | No change | 3,000 | $92K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 3,000 | $92K |
| NFSG Corp | 0.01% | Add +134.2% | 2,976 | $91K |
| Twin Lakes Capital Management, LLC | 0.04% | New | 2,925 | $90K |
| HighMark Wealth Management LLC | 0.04% | Reduce -59.8% | 2,924 | $90K |
| Coston, McIsaac & Partners | 0.02% | Reduce -68.0% | 2,766 | $84K |
| Aventura Private Wealth, LLC | 0.03% | No change | 2,709 | $83K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 2,604 | $80K |
| Center for Financial Planning, Inc. | 0.01% | No change | 2,598 | $80K |
| GW&K Investment Management, LLC | 0.00% | New | 2,576 | $79K |
| Scarborough Advisors, LLC | 0.01% | New | 2,439 | $75K |
| Key Capital Management, INC | 0.05% | Reduce -21.5% | 2,397 | $74K |
| IFG Advisory, LLC | 0.21% | Reduce -99.2% | 2,380 | $73K |
| MPWM Advisory Solutions, LLC | 0.04% | No change | 2,376 | $73K |
| Rialto Wealth Management, LLC | 0.02% | No change | 2,340 | $72K |
| Thompson Investment Management, Inc. | 0.01% | Add +6.6% | 2,313 | $71K |
| Evermay Wealth Management LLC | 0.01% | No change | 2,250 | $69K |
| EFG International AG | 0.00% | New | 2,250 | $69K |
| First Community Trust NA | 0.05% | No change | 2,097 | $64K |
| Smallwood Wealth Investment Management, LLC | 0.03% | Reduce -1.0% | 2,032 | $62K |
| Heritage Wealth Advisors | 0.00% | Add +144.6% | 2,030 | $62K |
| Nemes Rush Group LLC | 0.01% | Add +221.7% | 2,017 | $62K |
| Barclays PLC | 0.00% | New | 2,000 | $61K |
| Roxbury Financial LLC | 0.06% | Add +0.4% | 1,999 | $61K |
| Hanson & Doremus Investment Management | 0.01% | Add +35.7% | 2,001 | $61K |
| Covestor Ltd | 0.04% | Reduce -7.4% | 1,944 | $60K |
| Triumph Capital Management | 0.01% | Add +48.6% | 1,933 | $59K |
| Pin Oak Investment Advisors Inc. | 0.04% | Add +0.8% | 1,915 | $59K |
| Van Den Berg Management I, Inc. | 0.01% | No change | 1,899 | $58K |
| Kennebec Savings Bank | 0.05% | Add +10.7% | 1,843 | $57K |
| Robinswood Financial LLC | 0.02% | No change | 1,819 | $56K |
| CNB Bank | 0.02% | No change | 1,803 | $55K |
| Founders Capital Management | 0.03% | No change | 1,800 | $55K |
| Tiaa Trust, National Association | 0.00% | Reduce -96.8% | 1,765 | $54K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.1% | 1,754 | $54K |
| Godfrey Financial Associates, Inc. | 0.05% | Add +0.8% | 1,746 | $54K |
| Versant Capital Management, Inc | 0.01% | Reduce -12.6% | 1,687 | $52K |
| Strategic Advisory Partners, LLC | 0.04% | New | 1,645 | $50K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 1,635 | $50K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -2.0% | 1,622 | $50K |
| Operose Advisors LLC | 0.01% | Add +5.6% | 1,577 | $48K |
| Destiny Wealth Partners, LLC | 0.01% | New | 1,556 | $48K |
| Hughes Financial Services, LLC | 0.01% | No change | 1,505 | $46K |
| Frazier Financial Advisors, LLC | 0.03% | Add +0.1% | 1,500 | $46K |
| Napier Financial, LLC | 0.01% | New | 1,500 | $46K |
| Signature Resources Capital Management, LLC | 0.02% | Add +53.8% | 1,430 | $44K |
| MTM Investment Management, LLC | 0.01% | No change | 1,422 | $44K |
| True Link Financial Advisors, LLC | 0.00% | Reduce -97.5% | 1,367 | $42K |
| Transce3nd, LLC | 0.35% | Reduce -6.7% | 1,278 | $39K |
| Addison Advisors LLC | 0.01% | No change | 1,273 | $39K |
| Quest 10 Wealth Builders, Inc. | 0.03% | New | 1,222 | $37K |
| Sage Mountain Advisors LLC | 0.00% | Add +85.0% | 1,221 | $37K |
| IFS Advisors, LLC | 0.02% | No change | 1,220 | $37K |
| Gill Capital Partners, LLC | 0.01% | New | 1,214 | $37K |
| Mb, Levis & Associates, LLC | 0.01% | Add +0.8% | 1,142 | $35K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 1,088 | $33K |
| Dynamic Wealth Strategies, LLC | 0.02% | No change | 1,052 | $32K |
| Field & Main Bank | 0.01% | No change | 1,050 | $32K |
| Fortitude Family Office, LLC | 0.01% | No change | 1,050 | $32K |
| Ashton Thomas Securities, LLC | 0.00% | New | 1,050 | $32K |
| KERR FINANCIAL PLANNING Corp | 0.02% | Add +0.9% | 1,009 | $32K |
| MilWealth Group LLC | 0.01% | No change | 990 | $30K |
| Opal Wealth Advisors, LLC | 0.01% | New | 990 | $30K |
| SWAN Capital LLC | 0.01% | New | 978 | $30K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 975 | $30K |
| Biltmore Family Office, LLC | 0.00% | Reduce -47.8% | 974 | $30K |
| Aventus Investment Advisors, Inc. | 0.02% | No change | 960 | $29K |
| City State Bank | 0.01% | Add +17.9% | 955 | $29K |
| Union Savings Bank | 0.01% | New | 947 | $29K |
| POM Investment Strategies, LLC | 0.04% | New | 946 | $29K |
| Kilter Group LLC | 0.01% | Reduce -2.9% | 921 | $28K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 888 | $28K |
| Merrithew & Thorsten Inc | 0.03% | Add +0.9% | 934 | $28K |
| Mountain Hill Investment Partners Corp. | 0.02% | Add +0.6% | 904 | $28K |
| Intesa Sanpaolo Wealth Management | 0.01% | No change | 840 | $26K |
| Phillips Financial Management, LLC | 0.00% | No change | 812 | $25K |
| Quadrant Capital Group LLC | 0.00% | New | 793 | $24K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 792 | $24K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.9% | 777 | $24K |
| Palladiem, LLC | 0.02% | Add +10.2% | 768 | $23K |
| Trask Adam Roland | 0.02% | — | 750 | $23K |
| Wealth Preservation Advisors, LLC | 0.02% | No change | 746 | $23K |
| Beacon Financial Strategies CORP | 0.01% | Reduce -65.4% | 740 | $23K |
| Imprint Wealth LLC | 0.10% | New | 731 | $22K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 687 | $21K |
| Integrity Financial Corp | 0.01% | Reduce -82.0% | 652 | $20K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.8% | 643 | $20K |
| Fairman Group, LLC | 0.02% | Add +60.7% | 622 | $19K |
| Windsor Advisory Group, LLC | 0.01% | No change | 567 | $17K |
| Tower View Wealth Management LLC | 0.01% | Add +0.7% | 563 | $17K |
| Proathlete Wealth Management LLC | 0.00% | Add +336.7% | 559 | $17K |
| MBM Wealth Consultants, LLC | 0.00% | New | 549 | $17K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +18.0% | 518 | $16K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 514 | $16K |
| Hollencrest Capital Management | 0.00% | Add +20.2% | 512 | $16K |
| Vision Retirement, LLC | 0.00% | New | 476 | $15K |
| Tompkins Financial Corp. | 0.00% | No change | 474 | $15K |
| Quent Capital, LLC | 0.00% | Reduce -5.4% | 474 | $15K |
| High Note Wealth, LLC | 0.00% | No change | 450 | $14K |
| Coastline Trust Co | 0.00% | No change | 450 | $14K |
| VSM Wealth Advisory, LLC | 0.00% | Add +0.9% | 442 | $14K |
| Legacy Wealth Managment, LLC | 0.01% | Add +109.0% | 441 | $14K |
| Strategic Advocates LLC | 0.06% | Reduce -65.5% | 418 | $13K |
| Atwood & Palmer Inc. | 0.00% | New | 413 | $13K |
| NorthAvenue LLC | 0.01% | No change | 399 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -77.0% | 385 | $12K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.02% | No change | 344 | $11K |
| Greykasell Wealth Strategies, Inc. | 0.00% | Add +0.9% | 336 | $10K |
| Cornerstone Financial Management LLC | 0.01% | No change | 330 | $10K |
| Vision Financial Markets LLC | 0.01% | No change | 325 | $10K |
| Noble Wealth Management PBC | 0.00% | No change | 300 | $9K |
| Legacy Bridge, LLC | 0.00% | No change | 300 | $9K |
| Cambient Family Office, LLC | 0.00% | No change | 300 | $9K |
| JPL Wealth Management, LLC | 0.00% | New | 291 | $9K |
| Birchbrook, Inc. | 0.00% | Add +0.8% | 251 | $8K |
| Minot DeBlois Advisors LLC | 0.01% | No change | 250 | $8K |
| Financial Management Professionals, Inc. | 0.00% | No change | 225 | $7K |
| Western Pacific Wealth Management, LP | 0.01% | Add +0.9% | 221 | $7K |
| Osbon Capital Management LLC | 0.01% | No change | 213 | $7K |
| Creative Capital Management Investments LLC | 0.00% | No change | 201 | $6K |
| Citizens National Bank Trust Department | 0.00% | No change | 180 | $6K |
| Longview Financial Advisors, Inc. | 0.00% | New | 178 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 57 | $5K |
| Gables Capital Management Inc. | 0.00% | No change | 174 | $5K |
| West Branch Capital LLC | 0.00% | No change | 162 | $5K |
| Caitlin John, LLC | 0.00% | Reduce -87.1% | 157 | $5K |
| Kozak & Associates, Inc. | 0.00% | No change | 155 | $5K |
| Anfield Capital Management, LLC | 0.00% | New | 151 | $5K |
| Sfam, LLC | 0.00% | No change | 150 | $5K |
| United Financial Planning Group LLC | 0.00% | New | 149 | $5K |
| Delos Wealth Advisors, LLC | 0.00% | New | 133 | $4K |
| Colonial Trust Advisors | 0.00% | Add +0.8% | 130 | $4K |
| Go Invest LLC | 0.00% | Reduce -100.0% | 127 | $4K |
| Sittner & Nelson, LLC | 0.00% | No change | 126 | $4K |
| General Partner, Inc. | 0.00% | No change | 120 | $4K |
| Silicon Valley Capital Partners | 0.00% | New | 100 | $3K |
| Chilton Capital Management LLC | 0.00% | No change | 100 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | Add +206.7% | 92 | $3K |
| Advocate Investing Services LLC | 0.00% | Add +1.2% | 84 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 78 | $2K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 76 | $2K |
| Gleason Group, Inc. | 0.00% | New | 76 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +38.5% | 72 | $2K |
| Networth Advisors, LLC | 0.00% | No change | 69 | $2K |
| Gen-Wealth Partners Inc | 0.00% | Add +2133.3% | 67 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +14.6% | 63 | $2K |
| Mosley Wealth Management | 0.00% | New | 64 | $2K |
| Virtus Advisers, LLC | 0.00% | Add +12.0% | 56 | $2K |
| Chelsea Counsel Co. | 0.00% | New | 50 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Add +2.3% | 45 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 40 | $1K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 36 | $1K |
| Truvestments Capital LLC | 0.00% | Reduce -92.3% | 30 | $920 |
| New Republic Capital, LLC | 0.00% | No change | 27 | $828 |
| Affinity Wealth LLC | 0.00% | Reduce -99.5% | 21 | $644 |
| Financially Speaking Inc | 0.00% | New | 11 | $338 |
| Wilkerson Advisory Group LLC | 0.00% | Reduce -14.3% | 6 | $184 |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 5 | $158 |
| Your Advocates Ltd., LLP | 0.00% | Reduce -80.0% | 4 | $124 |
| Eukles Asset Management | 0.00% | No change | 2 | $61 |
"% 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.