Schwab US DVD Equity ETFSCHDETF
13F holders, Q2 2026 (June 30)2,145holders +83
162new positions
76sold out
5famous investors
$31.36avg. 13F price*
At the end of Q2 2026, 2,145 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings, up 83 from Q1 2026. 162 opened new positions and 76 sold out. The largest holders were Sumitomo Life Insurance Co. ($1.9B), Rakuten Investment Management, Inc. ($1.5B) and Bank of America Corp. ($1.1B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Schwab US DVD Equity ETF
- CUSIP
- 808524797
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 162 | $159.5M |
| Exits | 76 | $165.4M |
All 13F filers, Q1 2026 → Q2 2026: 76,296,912 shares bought and 58,866,305 shares sold, net +17,430,607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,145 holders
| Sumitomo Life Insurance Co. | 30.88% | Add +31.1% | 59,569,934 | $1.9B |
| Rakuten Investment Management, Inc. | 4.35% | Reduce -43.3% | 47,138,834 | $1.5B |
| Bank of America Corp. | 0.07% | Add +16.5% | 35,964,374 | $1.1B |
| LPL Financial LLC | 0.24% | Add +8.5% | 33,495,236 | $1.1B |
| Morgan Stanley | 0.05% | Add +5.9% | 27,882,415 | $884.2M |
| Cetera Investment Advisers | 0.74% | Add +5.4% | 25,487,103 | $808.2M |
| Raymond James Financial Inc. | 0.16% | Add +5.2% | 18,067,002 | $572.9M |
| Envestnet Asset Management Inc. | 0.13% | Add +2.0% | 17,667,059 | $560.2M |
| UBS Group AG | 0.07% | Reduce -2.5% | 14,272,113 | $452.6M |
| Wealthspire Advisors, LLC | 2.37% | Add +2.0% | 13,574,503 | $430.4M |
| Northwestern Mutual Wealth Management Co. | 0.23% | Reduce -2.5% | 13,398,710 | $424.9M |
| Wealthfront Advisers LLC | 0.77% | Reduce -1.5% | 12,619,208 | $400.2M |
| Royal Bank of Canada | 0.06% | Add +27.2% | 11,007,943 | $349.1M |
| Osaic Holdings, Inc. | 0.41% | Add +13.8% | 10,869,562 | $344.7M |
| Wells Fargo & Company | 0.06% | Add +9.6% | 10,190,067 | $323.1M |
| Cassaday & Co Wealth Management LLC | 5.91% | Add +3.6% | 9,917,423 | $314.5M |
| Commonwealth Equity Services, LLC | 0.38% | Add +1.7% | 9,607,085 | $304.6M |
| Ameriprise Financial Inc. | 0.05% | Add +3.7% | 8,187,261 | $259.7M |
| Mariner, LLC | 0.23% | Reduce -8.3% | 6,973,748 | $221.1M |
| MML Investors Services, LLC | 0.44% | Add +25.7% | 6,750,017 | $214.0M |
| Cambridge Investment Research Advisors, Inc. | 0.47% | Add +1.6% | 6,650,047 | $210.9M |
| Keystone Financial Planning, Inc. | 51.09% | Reduce -7.6% | 6,250,349 | $198.2M |
| Cibc World Market Inc. | 0.33% | Add +1.2% | 6,233,348 | $197.7M |
| Avantax Planning Partners, Inc. | 4.26% | Reduce -2.1% | 5,394,015 | $171.0M |
| HHM Wealth Advisors, LLC | 16.96% | Add +3.0% | 5,312,613 | $168.5M |
| HighTower Advisors, LLC | 0.16% | Add +1.8% | 5,226,355 | $165.7M |
| Jones Financial Companies LLLP | 0.06% | Add +28.0% | 4,932,758 | $158.3M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -3.5% | 4,807,434 | $154.8M |
| Creative Planning | 0.09% | Add +7.7% | 4,737,864 | $150.2M |
| Keybank National Association | 0.47% | Add +16.5% | 4,471,583 | $141.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -9.8% | 3,890,026 | $124.2M |
| Kestra Advisory Services, LLC | 0.37% | Add +3.2% | 3,635,397 | $115.3M |
| Truist Financial Corp. | 0.12% | Add +2.6% | 3,261,496 | $103.4M |
| Berger Financial Group, Inc | 5.20% | Add +7.0% | 3,205,319 | $101.6M |
| Cresset Asset Management, LLC | 0.35% | Add +6.4% | 2,989,722 | $94.8M |
| Mercer Global Advisors Inc. | 0.11% | Add +23.4% | 2,835,812 | $89.9M |
| Fifth Third Bancorp | 0.14% | Add +0.8% | 2,764,001 | $87.6M |
| Valmark Advisers, Inc. | 0.89% | Reduce -1.3% | 2,632,336 | $83.5M |
| Cerity Partners LLC | 0.10% | Add +0.8% | 2,522,251 | $80.0M |
| Golden Reserve Retirement LLC | 11.68% | Add +2.3% | 2,339,310 | $74.2M |
| Asset Advisors Investment Management, LLC | 6.77% | Reduce -7.6% | 2,326,736 | $73.8M |
| Stifel Financial Corp. | 0.06% | Add +0.8% | 2,324,517 | $73.7M |
| MAI Capital Management | 0.28% | Reduce -0.7% | 2,289,163 | $72.6M |
| Baird Financial Group, Inc. | 0.09% | Add +3.0% | 2,080,899 | $66.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | Add +27.2% | 2,075,065 | $65.8M |
| Summit Asset Management, LLC | 8.40% | Add +0.4% | 2,068,062 | $65.6M |
| Harbour Investments, Inc. | 0.88% | Add +6.7% | 2,054,311 | $65.1M |
| Waverly Advisors, LLC | 0.38% | Add +17.0% | 2,043,019 | $64.8M |
| Charles Schwab Trust Bank | 100.00% | Reduce -4.9% | 1,963,094 | $62.2M |
| D.A. Davidson & Co. | 0.34% | Reduce -0.1% | 1,955,264 | $62.0M |
| Howard Financial Services, LTD. | 6.19% | Add +0.4% | 1,953,598 | $61.9M |
| Spinnaker Investment Group, LLC | 9.82% | Add +12.7% | 1,933,604 | $61.3M |
| Summit Financial Wealth Advisors, LLC | 7.81% | Add +0.2% | 1,925,060 | $61.0M |
| United Capital Financial Advisors, LLC | 0.34% | Add +0.5% | 1,921,962 | $60.9M |
| CVA Family Office, LLC | 5.47% | Reduce -0.3% | 1,906,589 | $60.5M |
| Brookstone Capital Management | 0.60% | Add +147.0% | 1,889,445 | $59.9M |
| Allied Investment Advisors, LLC | 7.45% | Add +3.0% | 1,871,398 | $59.3M |
| Bokf, NA | 0.82% | Add +3.2% | 1,869,323 | $59.3M |
| Stephens Inc. | 0.66% | Add +3.4% | 1,868,823 | $59.3M |
| Focus Partners Wealth | 0.06% | Add +12.1% | 1,841,246 | $58.4M |
| Focus Financial Network, Inc. | 1.78% | Reduce -8.3% | 1,818,289 | $57.7M |
| Main Street Financial Solutions, LLC | 3.70% | Add +5.3% | 1,816,438 | $57.6M |
| Whelan Financial | 15.45% | Add +0.8% | 1,788,794 | $56.7M |
| HB Wealth Management, LLC | 0.32% | Add +8.4% | 1,780,558 | $56.5M |
| MCF Advisors LLC | 2.01% | Reduce -3.4% | 1,776,276 | $56.3M |
| Beacon Pointe Advisors, LLC | 0.26% | Reduce -0.1% | 1,759,557 | $55.8M |
| Steward Partners Investment Advisory, LLC | 0.28% | Add +7.4% | 1,719,889 | $54.5M |
| Scott Capital Advisors, LLC | 8.53% | Reduce -0.6% | 1,718,381 | $54.5M |
| Northwest Quadrant Wealth Management, LLC | 10.09% | Add +4.6% | 1,718,037 | $54.5M |
| Burkett Financial Services, LLC | 16.95% | Reduce -0.8% | 1,708,472 | $54.2M |
| Gerber Kawasaki Wealth & Investment Management | 1.44% | Reduce -1.7% | 1,699,724 | $53.9M |
| Keudell/Morrison Wealth Management | 10.13% | Add +10.4% | 1,690,577 | $53.6M |
| Captrust Financial Advisors | 0.08% | Add +1.1% | 1,688,134 | $53.5M |
| Sarver Vrooman Wealth Advisors | 31.82% | Add +0.4% | 1,661,097 | $53.4M |
| CGC Financial Services, LLC | 11.71% | Add +1.6% | 1,641,970 | $52.1M |
| Securian Asset Management, Inc. | 1.87% | No change | 1,581,000 | $52.0M |
| Leelyn Smith, LLC | 6.28% | Add +2.7% | 1,629,344 | $51.7M |
| Choreo, LLC | 0.56% | Reduce -2.9% | 1,613,157 | $51.2M |
| Noble Family Wealth, LLC | 9.11% | Add +6.7% | 1,605,116 | $50.9M |
| Evergreen Advisors, LLC | 10.61% | Add +1.1% | 1,568,137 | $49.7M |
| Pinnacle Associates Ltd. | 0.53% | Add +3.9% | 1,527,109 | $48.4M |
| Victory Financial Group, LLC | 5.05% | Reduce -0.8% | 1,514,996 | $48.0M |
| Farther Finance Advisors, LLC | 0.37% | Add +12.1% | 1,505,767 | $47.7M |
| Merit Financial Group, LLC | 0.29% | Reduce -2.5% | 1,496,093 | $47.4M |
| Curran Financial Partners, LLC | 7.03% | Add +8.7% | 1,490,202 | $47.3M |
| Integrated Wealth Concepts LLC | 0.31% | Add +34.4% | 1,478,320 | $46.9M |
| Janney Montgomery Scott LLC | 0.09% | Add +4.1% | 1,464,701 | $46.4M |
| Cedar Wealth Management, LLC | 11.71% | Reduce -0.1% | 1,435,868 | $45.5M |
| Cullen/Frost Bankers, Inc. | 0.44% | Reduce -10.4% | 1,421,380 | $45.1M |
| Equitable Holdings, Inc. | 0.26% | Add +8.6% | 1,371,794 | $43.5M |
| Aptus Capital Advisors, LLC | 0.30% | Reduce -0.5% | 1,313,803 | $41.7M |
| ForthRight Wealth Management, LLC | 10.53% | Add +0.6% | 1,297,540 | $41.1M |
| Ameritas Advisory Services, LLC | 0.81% | Add +108.4% | 1,262,852 | $40.0M |
| Private Advisor Group, LLC | 0.18% | Reduce -12.2% | 1,255,770 | $39.8M |
| Apriem Advisors | 3.38% | Add +9.9% | 1,230,371 | $39.0M |
| Intergy Private Wealth, LLC | 9.00% | Add +6.4% | 1,228,413 | $39.0M |
| Focus Partners Advisor Solutions, LLC | 0.33% | Reduce -1.1% | 1,221,445 | $38.7M |
| CRA Financial Services, LLC | 4.46% | Add +2.7% | 1,220,811 | $38.7M |
| Coastal Bridge Advisors, LLC | 2.38% | Add +4.8% | 1,213,720 | $38.5M |
| First Command Advisory Services, Inc. | 0.23% | Add +2.3% | 1,206,375 | $38.3M |
| Qube Research & Technologies Ltd | 0.04% | Add +2752.1% | 1,191,565 | $37.8M |
| Vaughan David Investments LLC | 0.75% | Add +0.8% | 1,189,016 | $37.7M |
| Steele Capital Management, Inc. | 1.36% | Add +3.8% | 1,169,147 | $37.1M |
| Albion Financial Group | 2.14% | Add +15.1% | 1,164,512 | $36.9M |
| LVW Advisors, LLC | 3.17% | Reduce -14.1% | 1,158,802 | $36.7M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -9.8% | 1,142,449 | $36.4M |
| Blair William & Co. | 0.09% | Add +1.2% | 1,108,518 | $35.2M |
| Bank of New York Mellon Corp | 0.01% | Add +13.7% | 1,096,910 | $34.8M |
| eCIO, Inc. | 9.49% | Add +4.7% | 1,064,896 | $33.8M |
| OneDigital Investment Advisors LLC | 0.29% | Add +46.9% | 1,064,829 | $33.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +55.3% | 1,061,177 | $33.6M |
| Savant Capital, LLC | 0.10% | Add +592.0% | 1,013,858 | $33.6M |
| Whitaker-Myers Wealth Managers, LTD. | 5.52% | Add +6.3% | 1,042,013 | $33.0M |
| NewEdge Advisors, LLC | 0.10% | Add +12.8% | 1,039,042 | $32.9M |
| Great Valley Advisor Group, Inc. | 0.52% | Add +3.2% | 1,029,470 | $32.6M |
| Aspire Capital Advisors LLC | 6.12% | Add +1.0% | 990,458 | $31.4M |
| Sanctuary Advisors, LLC | 0.15% | Add +8.2% | 986,443 | $31.3M |
| Allworth Financial LP | 0.13% | Reduce -34.1% | 985,149 | $31.2M |
| Stonehearth Capital Management, LLC | 10.49% | Add +50.7% | 969,332 | $30.7M |
| Financial Insights, Inc. | 8.30% | Add +2.6% | 965,398 | $30.6M |
| Regimen Wealth, LLC | 8.08% | Add +1.8% | 945,328 | $30.0M |
| Wealth Management Resources, Inc. | 9.20% | Add +8.0% | 940,642 | $29.8M |
| Newman Dignan & Sheerar, Inc. | 5.70% | Reduce -0.1% | 938,972 | $29.8M |
| Eagle Capital Management, LLC | 10.12% | Add +0.6% | 934,410 | $29.6M |
| American Financial Advisors, LLC | 3.55% | Reduce -32.3% | 930,420 | $29.5M |
| Manning & Napier Advisors LLC | 0.38% | Add +3.7% | 922,147 | $29.4M |
| Sigma Planning Corp | 0.74% | Add +6.2% | 924,059 | $29.3M |
| Carolina Wealth Management Inc | 13.26% | — | 909,270 | $28.8M |
| Regal Investment Advisors LLC | 1.50% | Reduce -0.3% | 906,142 | $28.7M |
| Souders Financial Advisors | 2.83% | Reduce -16.5% | 887,309 | $28.1M |
| Pathstone Holdings, LLC | 0.08% | Add +0.1% | 878,572 | $27.9M |
| FMR LLC | 0.00% | Add +14.8% | 877,326 | $27.8M |
| Ausdal Financial Partners, Inc. | 1.09% | Reduce -9.6% | 874,061 | $27.7M |
| Capital Advantage, Inc. | 3.38% | Add +0.1% | 873,130 | $27.7M |
| SRH Advisors, LLC | 7.06% | Reduce -0.8% | 873,081 | $27.7M |
| CENTRAL TRUST Co | 0.50% | Reduce -2.2% | 869,659 | $27.6M |
| Tradition Wealth Management, LLC | 1.66% | Add +3.7% | 858,029 | $27.2M |
| AdvisorNet Financial, Inc | 1.23% | Add +5.5% | 850,999 | $27.0M |
| Walker Financial Services, Inc. | 8.27% | Reduce -5.4% | 842,806 | $26.7M |
| White Lighthouse Investment Management Inc. | 3.30% | Add +22.0% | 835,391 | $26.5M |
| Dagco, Inc. | 4.82% | Add +5.1% | 822,011 | $26.1M |
| Ledyard National Bank | 2.09% | Add +2.4% | 821,527 | $26.1M |
| PFG Advisors | 1.31% | Reduce -25.3% | 820,421 | $26.0M |
| Modern Wealth Management, LLC | 0.31% | Add +14.1% | 818,307 | $25.9M |
| Joule Financial, LLC | 6.99% | Add +0.2% | 812,806 | $25.8M |
| Stratos Wealth Partners, LTD. | 0.26% | Reduce -8.2% | 807,902 | $25.6M |
| McCarthy Asset Management, Inc. | 12.10% | — | 805,382 | $25.5M |
| TD Private Client Wealth LLC | 0.46% | Add +7.0% | 791,541 | $25.1M |
| Mgo One Seven LLC | 0.41% | Add +7.8% | 789,473 | $25.0M |
| Wit, LLC | 0.40% | No change | 786,995 | $25.0M |
| MJT & Associates Financial Advisory Group, Inc. | 15.99% | Add +0.7% | 762,215 | $24.2M |
| Elite Financial, Inc. | 9.65% | Add +0.8% | 753,185 | $23.9M |
| Advisory Services Network, LLC | 0.27% | Add +4.0% | 753,060 | $23.9M |
| Arkadios Wealth Advisors | 0.37% | Add +31.5% | 752,164 | $23.9M |
| Advisors Preferred, LLC | 3.67% | Reduce -6.7% | 731,730 | $23.7M |
| Wealthcare Advisory Partners LLC | 0.45% | Add +4.1% | 746,454 | $23.7M |
| Arax Advisory Partners | 0.16% | Add +220.0% | 746,317 | $23.7M |
| Moneta Group Investment Advisors LLC | 0.17% | Reduce -13.9% | 744,672 | $23.6M |
| Asset Allocation & Management Company, LLC | 7.69% | Add +102.3% | 739,872 | $23.5M |
| Weitzel Financial Services, Inc. | 7.76% | Add +3.8% | 709,142 | $22.8M |
| IFP Advisors, Inc | 0.41% | Add +2.5% | 712,723 | $22.6M |
| Powers Advisory Group, LLC | 7.06% | Add +4.0% | 710,781 | $22.5M |
| Southland Equity Partners LLC | 3.92% | Add +2.4% | 706,182 | $22.4M |
| Capital Fund Management S.A. | 0.16% | Add +8.7% | 705,544 | $22.4M |
| Axxcess Wealth Management, LLC | 0.35% | Add +0.4% | 692,830 | $22.0M |
| Curi Capital, LLC | 0.34% | Reduce -3.3% | 685,875 | $21.7M |
| Asset Allocation Strategies LLC | 3.35% | Add +3.6% | 685,427 | $21.7M |
| Montis Financial, LLC | 4.36% | Add +13.1% | 672,864 | $21.3M |
| Global Retirement Partners, LLC | 0.33% | — | 672,307 | $21.3M |
| Venture Visionary Partners LLC | 0.59% | Reduce -2.2% | 669,580 | $21.2M |
| Graves Light Lenhart Wealth, Inc. | 1.97% | Reduce -1.0% | 666,565 | $21.1M |
| Citigroup Inc. | 0.01% | Add +64.4% | 655,779 | $20.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.0% | 645,546 | $20.5M |
| Waller Financial Planning Group, Inc. | 4.19% | Reduce -13.7% | 642,281 | $20.4M |
| AQR Capital Management | 0.01% | Reduce -0.1% | 641,163 | $20.3M |
| Equitable Trust Co. | 0.84% | Reduce -1.6% | 637,710 | $20.2M |
| Everest Financial Group LLC | 2.74% | Reduce -11.6% | 637,000 | $20.2M |
| DAVENPORT & Co LLC | 0.10% | Reduce -1.9% | 636,665 | $20.2M |
| Lido Advisors, LLC | 0.07% | Reduce -1.4% | 633,855 | $20.1M |
| Hengehold Capital Management LLC | 1.56% | Add +4.5% | 633,731 | $20.1M |
| Legacy Edge Advisors, LLC | 1.84% | Add +0.8% | 632,796 | $20.1M |
| Integrated Advisors Network LLC | 0.92% | Reduce -1.8% | 632,744 | $20.1M |
| Advisory Alpha, LLC | 0.49% | Add +1.4% | 632,443 | $20.1M |
| LongView Wealth Management | 5.12% | Reduce -5.1% | 629,765 | $20.0M |
| Global Wealth Management, LLC | 10.15% | Add +1.8% | 628,850 | $19.9M |
| Prosperity Consulting Group, LLC | 0.74% | Reduce -5.0% | 617,652 | $19.6M |
| Brady Martz Wealth Solutions, LLC | 2.95% | Reduce -0.6% | 616,226 | $19.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.16% | Add +1.1% | 614,431 | $19.5M |
| Paradigm, Strategies in Wealth Management, LLC | 11.79% | Reduce -4.7% | 610,039 | $19.3M |
| Principle Wealth Partners LLC | 0.95% | Reduce -5.5% | 609,404 | $19.3M |
| Independent Financial Group, LLC | 0.36% | Add +41.6% | 603,599 | $19.1M |
| Paces Ferry Wealth Advisors, LLC | 7.15% | Add +3.8% | 602,649 | $19.1M |
| &partners | 0.08% | Add +13.2% | 598,106 | $19.0M |
| Integrated Investment Consultants, LLC | 3.73% | Reduce -0.7% | 597,717 | $19.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +23.6% | 595,950 | $18.9M |
| Jane Street Group, LLC | 0.01% | Add +138.4% | 595,933 | $18.9M |
| Morton Community Bank | 3.81% | Reduce -0.4% | 590,596 | $18.7M |
| Oppenheimer & Co. Inc. | 0.20% | Reduce -8.5% | 587,675 | $18.6M |
| Kohmann Bosshard Financial Services, LLC | 1.58% | Reduce -6.6% | 585,877 | $18.6M |
| Lodestar Private Asset Management LLC | 1.60% | Reduce -9.1% | 584,465 | $18.5M |
| Kiley Juergens Wealth Management, LLC | 2.88% | Add +0.1% | 578,519 | $18.3M |
| Foguth Wealth Management, LLC. | 2.08% | Add +6.5% | 559,502 | $18.3M |
| Mayflower Financial Advisors, LLC | 1.57% | Add +8.1% | 574,381 | $18.2M |
| Prepared Retirement Institute LLC | 7.68% | Reduce -2.4% | 569,163 | $18.0M |
| Sims Investment Management, LLC | 5.58% | Add +2.0% | 568,963 | $18.0M |
| Opulen Financial Group LLC | 11.32% | Add +0.4% | 567,755 | $18.0M |
| Hunter Associates Investment Management LLC | 2.05% | Reduce -1.9% | 560,479 | $17.8M |
| Mission Wealth Management, LP | 0.22% | Add +872.0% | 559,189 | $17.7M |
| Gotham Asset Management | 0.04% | Add +215.0% | 558,773 | $17.7M |
| Savvy Advisors, Inc. | 0.38% | Reduce -4.0% | 558,571 | $17.7M |
| Summit Financial, LLC | 0.19% | Add +6.9% | 552,588 | $17.5M |
| EP Wealth Advisors, LLC | 0.07% | Add +12.4% | 550,939 | $17.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.65% | Add +6853.2% | 549,648 | $17.4M |
| Scotia Capital Inc. | 0.06% | Add +4.2% | 540,267 | $17.1M |
| Silver Coast Investments LLC | 5.06% | Reduce -0.3% | 536,364 | $17.0M |
| Madison Asset Management, LLC | 0.20% | No change | 535,292 | $17.0M |
| Carnegie Investment Counsel | 0.34% | Add +14.8% | 530,769 | $16.8M |
| Asset One Wealth Management LLC | 1.75% | Reduce -7.3% | 513,677 | $16.6M |
| Financial Guidance Group, Inc. | 6.14% | Add +0.3% | 517,863 | $16.4M |
| Sound View Wealth Advisors Group, LLC | 1.02% | Reduce -0.7% | 517,197 | $16.4M |
| Bouchey Financial Group, Ltd. | 1.05% | Reduce -78.2% | 514,953 | $16.3M |
| Kingsview Wealth Management, LLC | 0.19% | Add +14.3% | 506,762 | $16.1M |
| Curbstone Financial Management Corp | 2.69% | Reduce -1.4% | 498,692 | $15.8M |
| Whitegate Investment Counselors, Inc. | 4.49% | Reduce -0.3% | 497,459 | $15.8M |
| Capital Asset Advisory Services LLC | 0.57% | Reduce -1.2% | 497,068 | $15.8M |
| GSG Advisors LLC | 3.46% | Add +0.9% | 496,190 | $15.7M |
| Yukon Wealth Management, Inc. | 4.47% | Add +50.9% | 492,325 | $15.6M |
| truNorth Financial Services, Inc. | 13.86% | Add +1.6% | 488,015 | $15.5M |
| Summit Wealth Group LLC / Co. | 1.27% | Reduce -7.7% | 485,800 | $15.4M |
| Fiduciary Financial Advisors | 1.56% | New | 485,030 | $15.4M |
| Christensen, King & Associates Investment Services, Inc. | 6.11% | Reduce -2.7% | 484,902 | $15.4M |
| Mendel Capital Management LLC | 6.92% | Reduce -0.2% | 484,713 | $15.4M |
| Schaeffer Financial LLC | 11.82% | Add +4.6% | 482,072 | $15.3M |
| Islay Capital Management, LLC | 7.17% | Reduce -2.3% | 479,137 | $15.2M |
| Mesirow Financial Investment Management, Inc. | 0.24% | Reduce -0.9% | 478,115 | $15.2M |
| Sard Wealth Management Group, LLC | 7.21% | Add +4.0% | 475,724 | $15.1M |
| Midwest Trust Co | 0.17% | Add +0.3% | 474,504 | $15.0M |
| TRUE Private Wealth Advisors | 1.30% | Add +2.5% | 473,631 | $15.0M |
| Lighthouse Wealth Management Inc. | 9.29% | Add +3.6% | 471,641 | $15.0M |
| Retirement Financial Solutions, LLC | 3.67% | Add +0.1% | 470,729 | $14.9M |
| DMKC Advisory Services, LLC | 2.81% | Add +32.3% | 468,762 | $14.9M |
| Walled Lake Planning & Wealth Management, LLC | 3.75% | Add +1.3% | 468,335 | $14.9M |
| Courage Miller Partners, LLC | 3.92% | Reduce -0.2% | 468,296 | $14.8M |
| Strategic Family Wealth Counselors, L.L.C. | 3.43% | Add +1.6% | 464,827 | $14.7M |
| Planning Directions Inc. | 6.75% | Reduce -5.3% | 459,308 | $14.6M |
| Charles Schwab Trust Co | 0.81% | Reduce -0.5% | 458,590 | $14.5M |
| Next Level Wealth Planning, LLC | 6.36% | Add +4.0% | 455,656 | $14.4M |
| Mutual Advisors, LLC | 0.27% | Reduce -3.1% | 452,686 | $14.4M |
| Per Stirling Capital Management, LLC. | 1.37% | Add +7.2% | 452,483 | $14.3M |
| Smithbridge Asset Management Inc. | 1.95% | Add +5.9% | 451,863 | $14.3M |
| Coastwise Capital Group, LLC | 8.29% | Add +0.6% | 449,966 | $14.3M |
| Parallel Advisors, LLC | 0.22% | Add +11.0% | 446,114 | $14.1M |
| Legacy Financial Strategies, LLC | 2.15% | Add +0.2% | 437,276 | $13.9M |
| Sunburst Financial Group, LLC | 2.27% | Reduce -1.1% | 428,381 | $13.6M |
| Financial Consulate, Inc. | 1.51% | Add +3.2% | 426,828 | $13.5M |
| Dakota Wealth Management | 0.26% | Add +0.5% | 422,715 | $13.4M |
| Winthrop Capital Management, LLC | 3.22% | Reduce -2.9% | 421,081 | $13.4M |
| Adamsbrown Wealth Consultants LLC | 2.52% | Reduce -1.8% | 420,897 | $13.3M |
| World Investment Advisors | 0.22% | Reduce -3.4% | 433,016 | $13.3M |
| Koshinski Asset Management, Inc. | 0.71% | Reduce -0.5% | 417,546 | $13.2M |
| Quantinno Capital Management LP | 0.02% | Add +60.9% | 416,241 | $13.2M |
| Pacific Capital Wealth Advisors, Inc. | 1.98% | Reduce -13.3% | 413,829 | $13.1M |
| Acorn Wealth Advisors, LLC | 3.18% | Add +0.5% | 411,257 | $13.0M |
| BlueChip Wealth Advisors LLC | 4.93% | Add +0.5% | 410,081 | $13.0M |
| Platform Technology Partners | 2.13% | Add +7.4% | 409,809 | $13.0M |
| DHJJ Financial Advisors, Ltd. | 3.71% | Add +7.9% | 405,666 | $12.9M |
| Richardson Capital Management LLC | 5.47% | Reduce -4.2% | 403,966 | $12.8M |
| Canvas Wealth Advisors, LLC | 1.77% | Add +3.1% | 401,118 | $12.7M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +15.0% | 400,330 | $12.7M |
| Bruce G. Allen Investments, LLC | 8.08% | Reduce -5.6% | 399,879 | $12.7M |
| Wealthspire Retirement, LLC | 0.70% | Reduce -17.9% | 399,700 | $12.7M |
| Investor's Fiduciary Advisor Network, LLC | 4.28% | Reduce -8.8% | 397,125 | $12.6M |
| Red Mountain Financial, LLC | 10.56% | Add +5.5% | 396,823 | $12.6M |
| Monetary Solutions, Ltd | 10.74% | Reduce -2.5% | 393,111 | $12.5M |
| XML Financial, LLC | 0.90% | Reduce -3.1% | 390,817 | $12.4M |
| Baker Ellis Asset Management LLC | 1.28% | Add +1.4% | 388,699 | $12.3M |
| Avior Wealth Management, LLC | 0.32% | Reduce -7.1% | 387,669 | $12.3M |
| American Alpha Advisors, LLC | 7.26% | Add +1.3% | 386,969 | $12.3M |
| Midwest Financial Group LLC | 4.30% | Add +1.4% | 386,258 | $12.2M |
| Fifth Third Wealth Advisors LLC | 0.34% | Add +65.4% | 384,773 | $12.2M |
| Integral Investment Advisors, Inc. | 2.68% | Add +5.5% | 383,686 | $12.2M |
| Latko Wealth Management, Ltd. | 5.15% | Add +7.7% | 382,593 | $12.1M |
| Clay Northam Wealth Management, LLC | 5.94% | Reduce -1.4% | 380,858 | $12.1M |
| Fairway Financial, LLC | 8.26% | Add +1.0% | 380,828 | $12.1M |
| Keystone Financial Group, Inc. | 6.33% | Reduce -2.9% | 380,415 | $12.1M |
| WealthPlan Investment Management, LLC | 0.60% | Add +126.8% | 380,233 | $12.1M |
| Cahill Financial Advisors Inc. | 1.16% | Add +6.2% | 379,548 | $12.0M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +8.3% | 379,307 | $12.0M |
| Kingswood Wealth Advisors, LLC | 0.48% | Reduce -5.4% | 378,246 | $12.0M |
| Clearstead Advisors, LLC | 0.11% | Reduce -12.7% | 376,960 | $12.0M |
| Moran Wealth Management, LLC | 0.33% | Add +19.6% | 375,959 | $11.9M |
| Signature Estate & Investment Advisors LLC | 0.21% | Reduce -7.9% | 375,523 | $11.9M |
| Friday Financial | 3.17% | Add +9.8% | 363,808 | $11.8M |
| Assetmark, Inc. | 0.02% | Add +8.0% | 367,249 | $11.6M |
| Winthrop Advisory Group LLC | 0.78% | Reduce -2.0% | 366,832 | $11.6M |
| Level Four Advisory Services, LLC | 0.33% | Add +36.6% | 366,061 | $11.6M |
| Kellett Wealth Advisors, LLC | 5.39% | Add +6.5% | 364,899 | $11.6M |
| Bell Investment Advisors, Inc | 1.70% | Add +0.6% | 364,874 | $11.6M |
| Certior Financial Group, LLC | 6.33% | Add +7.3% | 364,332 | $11.6M |
| Prosperitas Financial LLC | 3.70% | Add +1.3% | 364,240 | $11.6M |
| Drucker Wealth 3.0, LLC | 1.82% | Add +16.6% | 363,376 | $11.5M |
| Lakeshore Financial Planning, Inc. | 3.71% | Reduce -4.3% | 363,303 | $11.5M |
| Corient Private Wealth LP | 0.02% | Reduce -58.9% | 362,931 | $11.5M |
| Mission Hills Financial Advisory, LLC | 5.02% | Reduce -0.1% | 360,484 | $11.4M |
| AE Wealth Management LLC | 0.05% | Add +17.8% | 359,359 | $11.4M |
| MBA Advisors LLC | 3.88% | Add +5.9% | 358,869 | $11.4M |
| Biondo Investment Advisors, LLC | 1.39% | New | 358,450 | $11.4M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -6.9% | 357,685 | $11.3M |
| Belpointe Asset Management LLC | 0.37% | Add +22.3% | 352,790 | $11.2M |
| IMA Advisory Services, Inc. | 0.70% | Add +42.0% | 350,749 | $11.1M |
| Leavell Investment Management, Inc. | 0.40% | Add +1.9% | 349,290 | $11.1M |
| Mayfair Advisory Group, LLC | 3.34% | Add +2.9% | 332,594 | $11.1M |
| IFG Advisory, LLC | 0.39% | Add +14448.1% | 346,246 | $11.0M |
| MSH Capital Advisors LLC | 1.90% | Add +5.7% | 343,606 | $10.9M |
| Virginia Estate & Retirement Planning Advisors Inc. | 13.12% | New | 10,533,989 | $10.9M |
| Kure Advisory, LLC | 5.16% | Add +10.0% | 342,987 | $10.9M |
| Robbins Farley | 4.17% | Add +16.9% | 342,610 | $10.9M |
| Phil A. Younker & Associates, Ltd. | 7.32% | Add +24.8% | 342,607 | $10.9M |
| Citizens Financial Group Inc. | 0.13% | Add +10.7% | 341,904 | $10.8M |
| Cozad Asset Management Inc. | 0.69% | Reduce -2.1% | 339,120 | $10.8M |
| McAlister, Sweet & Associates, Inc. | 5.75% | Add +2.0% | 339,024 | $10.8M |
| Verus Capital Partners, LLC | 0.58% | Add +4.2% | 336,670 | $10.7M |
| Meridian Financial Advisors, LLC | 5.12% | Reduce -0.9% | 336,197 | $10.7M |
| Atlantic Union Bankshares Corp | 0.18% | Add +4.5% | 335,788 | $10.6M |
| Fidelis Wealth Advisors LLC | 15.87% | Reduce -24.3% | 334,109 | $10.6M |
| Johnson & White Wealth Management, LLC | 3.95% | Add +2.4% | 333,090 | $10.6M |
| HBW Advisory Services LLC | 0.95% | Add +0.3% | 332,830 | $10.6M |
| Stevens Capital Partners | 1.99% | Reduce -1.0% | 329,569 | $10.5M |
| Barry Investment Advisors, LLC | 2.16% | Add +29.9% | 326,312 | $10.3M |
| Redhawk Wealth Advisors, Inc. | 1.02% | Reduce -48.8% | 325,850 | $10.3M |
| Betterment LLC | 0.02% | Add +20.1% | 325,702 | $10.3M |
| Juncture Wealth Strategies, LLC | 2.67% | Reduce -16.5% | 323,518 | $10.3M |
| Silver Oak Securities, Incorporated | 0.62% | Reduce -18.9% | 323,324 | $10.3M |
| Benchmark Financial Wealth Advisors, LLC | 2.53% | Add +4.5% | 323,158 | $10.2M |
| Joseph Group Capital Management | 2.15% | Reduce -0.6% | 322,053 | $10.2M |
| YHB Investment Advisors, Inc. | 0.65% | Add +2.7% | 320,655 | $10.2M |
| Purpose Unlimited Inc. | 0.39% | No change | 320,292 | $10.2M |
| Appalachian Capital Management Ltd | 7.35% | Add +2.6% | 319,735 | $10.1M |
| Pps&v Asset Management Consultants, Inc. | 5.43% | Add +2.7% | 317,313 | $10.1M |
| CIBC Bancorp USA Inc. | 0.01% | Add +14.7% | 313,962 | $10.1M |
| Duncan Williams Asset Management, LLC | 2.27% | Add +28.8% | 317,239 | $10.1M |
| Fiduciary Alliance LLC | 0.68% | Reduce -18.0% | 316,561 | $10.0M |
| Coquina Private Wealth LLC | 6.72% | Add +3.5% | 312,259 | $9.9M |
| Robertson Stephens Wealth Management, LLC | 0.24% | Add +22.5% | 310,258 | $9.8M |
| Pinnacle Financial Partners, Inc. | 0.07% | Add +0.2% | 309,885 | $9.8M |
| New Insight Wealth Advisors | 2.89% | Add +13.0% | 308,724 | $9.8M |
| HBK Sorce Advisory LLC | 0.19% | Add +12.1% | 289,747 | $9.7M |
| New England Private Wealth Advisors LLC | 0.94% | Add +13.1% | 292,384 | $9.7M |
| Premier Private Wealth Management LLC | 8.50% | Add +11.1% | 306,387 | $9.7M |
| Compound Planning, Inc. | 0.25% | Add +1.2% | 306,159 | $9.7M |
| Stewardship Concepts Financial Services LLC | 6.50% | Add +1.0% | 304,455 | $9.7M |
| Sage Financial Management Group, Inc. | 2.65% | Add +2.6% | 303,678 | $9.6M |
| North Star Investment Management Corp. | 0.52% | Add +6.7% | 300,951 | $9.5M |
| Beacon Financial Planning, Inc. | 3.23% | Add +7.3% | 300,191 | $9.5M |
| Diversified Enterprises, LLC | 0.46% | Reduce -1.8% | 299,543 | $9.5M |
| Moneco Advisors, LLC | 0.58% | Add +9.3% | 298,357 | $9.5M |
| B&D White Capital Company, LLC | 0.94% | New | 296,287 | $9.4M |
| Benjamin Edwards Inc. | 0.09% | Add +11.3% | 295,957 | $9.4M |
| Donaldson Capital Management, LLC | 0.27% | Add +5.0% | 294,746 | $9.3M |
| Penney Financial, LLC | 3.25% | Reduce -4.7% | 293,595 | $9.3M |
| LaSalle St. Investment Advisors, LLC | 1.14% | Add +4.1% | 293,484 | $9.3M |
| Orgel Wealth Management, LLC | 0.18% | Reduce -1.0% | 293,403 | $9.3M |
| Peapack Gladstone Financial Corp. | 0.11% | Add +15.0% | 292,407 | $9.3M |
| Livet Wealth, LLC | 5.32% | Reduce -2.0% | 290,827 | $9.2M |
| Investors Research Corp | 1.65% | Add +3.6% | 290,362 | $9.2M |
| Navalign, LLC | 2.14% | Reduce -0.1% | 290,110 | $9.2M |
| Avant Capital LLC | 5.75% | Reduce -1.5% | 289,514 | $9.2M |
| Karras Company, Inc. | 8.27% | Reduce -2.6% | 287,846 | $9.1M |
| Pittenger & Anderson Inc. | 0.32% | Reduce -1.1% | 286,139 | $9.1M |
| Curtis Advisory Group, LLC | 1.76% | Reduce -0.0% | 285,569 | $9.1M |
| Liberty Square Wealth Partners LLC | 2.15% | Reduce -3.9% | 285,201 | $9.0M |
| Dynamic Advisor Solutions LLC | 0.26% | Add +4.5% | 283,307 | $9.0M |
| Integrity Alliance, Llc. | 0.28% | Add +3.0% | 282,534 | $9.0M |
| Valley National Advisers Inc. | 0.99% | Reduce -0.5% | 281,058 | $8.9M |
| NCM Capital Management, LLC | 2.74% | Add +6.8% | 280,122 | $8.9M |
| Oppenheimer Asset Management Inc. | 0.09% | Add +33.1% | 279,434 | $8.9M |
| Stratos Wealth Advisors, LLC | 0.49% | Add +0.1% | 278,646 | $8.8M |
| Traphagen Investment Advisors LLC | 0.63% | Add +21.1% | 278,360 | $8.8M |
| Freestone Capital Holdings, LLC | 0.23% | Add +194.4% | 278,061 | $8.8M |
| Crescent Sterling, Ltd. | 7.88% | Add +3.0% | 277,997 | $8.8M |
| MADDEN SECURITIES Corp | 2.44% | Reduce -9.0% | 276,622 | $8.8M |
| HRC Wealth Management, LLC | 3.56% | Add +0.8% | 274,610 | $8.7M |
| Ieq Capital, LLC | 0.04% | Reduce -1.2% | 273,905 | $8.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.02% | Reduce -0.5% | 273,689 | $8.7M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +68.3% | 273,635 | $8.7M |
| NBT Bank, N.A. | 0.57% | Reduce -0.5% | 272,608 | $8.6M |
| Guardian Financial Partners, LLC | 3.36% | Add +3.6% | 272,355 | $8.6M |
| Compass Wealth Management, LLC | 3.43% | Reduce -0.2% | 271,324 | $8.6M |
| Keeler Thomas Management LLC | 3.02% | New | 268,611 | $8.5M |
| Old Port Advisors | 1.67% | Reduce -0.3% | 266,050 | $8.4M |
| Michels Family Financial, LLC | 5.39% | Add +2.5% | 265,345 | $8.4M |
| Matrix Trust Co | 1.22% | Reduce -2.7% | 264,820 | $8.4M |
| Tudor Financial Inc. | 3.77% | Add +2.5% | 264,504 | $8.4M |
| Davis Capital Management | 4.95% | Reduce -2.6% | 263,766 | $8.4M |
| SevenBridge Financial Group, LLC | 1.22% | Reduce -3.6% | 245,554 | $8.3M |
| Skyline Advisors, Inc. | 2.61% | Reduce -31.2% | 262,410 | $8.3M |
| Nwam LLC | 0.41% | Add +3.8% | 261,366 | $8.3M |
| Visionary Wealth Advisors | 0.33% | Add +6.2% | 261,313 | $8.3M |
| Investment Advisory Services Inc. /TX | 2.38% | Add +3.1% | 260,830 | $8.3M |
| Continuum Advisory, LLC | 0.67% | Add +14.3% | 259,619 | $8.2M |
| Cary Street Partners Financial LLC | 0.18% | Reduce -19.3% | 258,744 | $8.2M |
| PlanVest Financial, Inc | 5.48% | Reduce -0.2% | 258,618 | $8.2M |
| D.B. Root & Company, LLC | 1.74% | Add +42.7% | 258,507 | $8.2M |
| Chicago Partners Investment Group LLC | 0.16% | Add +4.2% | 248,991 | $8.2M |
| Plancorp, LLC | 0.20% | Reduce -0.1% | 250,369 | $8.2M |
| DT Investment Partners, LLC | 0.60% | Reduce -5.9% | 255,473 | $8.1M |
| Signal Tree Financial Partners LLC | 5.36% | Add +5.6% | 255,265 | $8.1M |
| Smith, Moore & Co. | 0.53% | Add +7.3% | 255,090 | $8.1M |
| V2 Financial group LLC | 3.01% | Add +418.3% | 254,527 | $8.1M |
| Prospera Financial Services Inc | 0.12% | Add +28.6% | 253,820 | $8.1M |
| Yelin Lapidot Holdings Management Ltd. | 1.51% | No change | 251,541 | $8.0M |
| TPG Financial Advisors, LLC | 2.38% | New | 250,932 | $8.0M |
| Xcelsior Advisor Partners LLC | 1.05% | Add +17.0% | 250,849 | $8.0M |
| SCS Capital Management LLC | 0.07% | Reduce -4.6% | 247,482 | $7.8M |
| Intrua Financial, LLC | 0.74% | Reduce -2.0% | 247,303 | $7.8M |
| Safeguard Investment Advisory Group, LLC | 1.81% | Add +22.6% | 246,850 | $7.8M |
| Burns Matteson Capital Management, LLC | 2.49% | Add +0.9% | 246,702 | $7.8M |
| Arrowroot Family Office, LLC | 2.23% | Reduce -1.5% | 246,074 | $7.8M |
| Tower Bridge Advisors | 0.70% | Reduce -0.9% | 245,374 | $7.8M |
| Flagship Harbor Advisors, LLC | 0.30% | Add +4.2% | 244,771 | $7.8M |
| Womack Financial LLC | 5.13% | Reduce -4.4% | 244,484 | $7.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.6% | 244,080 | $7.7M |
| Asset Advisory Group, Inc. | 3.37% | Add +1.1% | 242,951 | $7.7M |
| Strategic Blueprint, LLC | 0.38% | Add +2.4% | 242,501 | $7.7M |
| Allen Capital Group, LLC | 0.63% | Add +6.0% | 242,438 | $7.7M |
| CVFG LLC | 0.81% | Add +4.8% | 241,721 | $7.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +14.2% | 240,626 | $7.6M |
| Uniting Wealth Partners, LLC | 1.55% | Add +3.1% | 240,275 | $7.6M |
| Sheets Smith Wealth Management | 0.76% | Reduce -3.1% | 239,869 | $7.6M |
| Centric Wealth Management | 1.18% | No change | 241,204 | $7.6M |
| Retirement Planning Group, LLC / NY | 4.13% | Add +19.7% | 239,184 | $7.6M |
| USAdvisors Wealth Management, LLC | 2.17% | Add +1.4% | 238,181 | $7.6M |
| Composition Wealth, LLC | 0.09% | Add +10.7% | 238,112 | $7.6M |
| High Net Worth Advisory Group LLC | 1.60% | Add +1.6% | 237,654 | $7.5M |
| BCM Advisors, LLC | 1.46% | Add +148.3% | 225,983 | $7.5M |
| Centaurus Financial, Inc. | 0.29% | Add +49.1% | 236,767 | $7.5M |
| St. Johns Investment Management Company, LLC | 2.84% | Reduce -4.4% | 236,759 | $7.5M |
| Payne Capital LLC | 6.25% | No change | 236,418 | $7.5M |
| Dickmeyer Boyce Financial Management, Inc. | 3.88% | Add +4.1% | 236,152 | $7.5M |
| Legacy Advisors, LLC | 0.69% | Add +12.9% | 234,403 | $7.4M |
| Patriot Investment Management Group, Inc. | 0.43% | Reduce -3.5% | 234,014 | $7.4M |
| Signal Advisors Wealth, LLC | 0.39% | Add +35.0% | 233,759 | $7.4M |
| Family Capital Management, Inc. | 2.82% | Reduce -1.3% | 229,593 | $7.3M |
| Larson Financial Group LLC | 0.19% | Add +114.6% | 228,658 | $7.3M |
| Pinkerton Wealth, LLC | 0.62% | Reduce -3.8% | 235,722 | $7.2M |
| Park Avenue Securities LLC | 0.04% | Reduce -1.4% | 227,279 | $7.2M |
| Wedmont Private Capital | 0.20% | Add +121.0% | 222,110 | $7.2M |
| Texas Yale Capital Corp. | 0.16% | Add +1.0% | 226,442 | $7.2M |
| Beacon Advisors Holdings, LLC | 3.49% | Reduce -2.1% | 225,152 | $7.1M |
| Spartan Wealth Advisory Services LLC | 0.58% | Reduce -4.3% | 224,866 | $7.1M |
| MRWM Advisors, LLC | 2.93% | Add +1.7% | 224,534 | $7.1M |
| Family Investment Center, Inc. | 1.18% | Reduce -2.6% | 224,202 | $7.1M |
| Financial Partners Group, Inc | 0.72% | Reduce -5.5% | 223,941 | $7.1M |
| United Bank | 2.15% | Add +3.2% | 222,798 | $7.1M |
| Trek Financial, LLC | 0.35% | Reduce -11.0% | 221,405 | $7.0M |
| Baron Silver Stevens Financial Advisors, LLC | 0.89% | Add +2.1% | 221,245 | $7.0M |
| Spreng Capital Management, Inc. | 2.54% | Reduce -0.4% | 220,610 | $7.0M |
| Eagle Strategies LLC | 0.69% | Add +7.8% | 219,853 | $7.0M |
| Global Strategic Investment Solutions, LLC | 0.62% | No change | 218,814 | $6.9M |
| PFG Investments, LLC | 0.27% | Add +5.2% | 217,937 | $6.9M |
| IHT Wealth Management, LLC | 0.15% | Add +13.6% | 217,600 | $6.9M |
| Natixis Advisors, LLC | 0.01% | Add +89.7% | 217,560 | $6.9M |
| BCS Wealth Management | 1.24% | Reduce -3.0% | 217,305 | $6.9M |
| Adams Asset Advisors, LLC | 0.80% | Reduce -1.3% | 217,242 | $6.9M |
| Dorato Capital Management | 4.66% | Add +3.5% | 212,142 | $6.9M |
| BlackRock, Inc. | 0.00% | Add +27.3% | 214,741 | $6.8M |
| WMS Group LLC | 8.77% | Reduce -1.0% | 214,430 | $6.8M |
| Atria Investments, Inc | 0.07% | Add +0.6% | 214,396 | $6.8M |
| Chris Bulman Inc | 2.48% | Add +20.1% | 214,147 | $6.8M |
| Alkeme Wealth, LLC | 2.58% | Add +4.7% | 213,109 | $6.8M |
| Milestones Private Investment Advisors LLC | 5.38% | Add +118.0% | 212,996 | $6.8M |
| Joseph P. Lucia & Associates, LLC | 2.03% | Add +15.7% | 212,780 | $6.7M |
| Goepper Burkhardt LLC | 2.03% | Reduce -3.8% | 212,738 | $6.7M |
| Northern Trust Corp. | 0.00% | Reduce -14.8% | 211,702 | $6.7M |
| Strategic Wealth Investment Group, LLC | 0.81% | New | 211,700 | $6.7M |
| Stonebridge Financial Group, LLC | 0.92% | — | 210,424 | $6.7M |
| Diversify Advisory Services, LLC | 0.11% | New | 199,365 | $6.7M |
| Diversify Wealth Management, LLC | 0.11% | Add +8.9% | 199,365 | $6.7M |
| Seek First Inc. | 4.15% | Add +3.2% | 207,076 | $6.6M |
| HC Advisors, LLC | 3.98% | Add +9.0% | 206,511 | $6.5M |
| CPA Asset Management Group, LLC | 1.86% | Add +589.0% | 203,302 | $6.4M |
| Wealthspan Partners, LLC | 2.02% | Add +2.1% | 201,757 | $6.4M |
| Perigon Wealth Management, LLC | 0.10% | Add +11.8% | 201,744 | $6.4M |
| Johnson Investment Counsel Inc. | 0.05% | Add +25.9% | 201,280 | $6.4M |
| Apollon Wealth Management, LLC | 0.08% | Add +7.4% | 201,216 | $6.4M |
| True Freedom Investing, LLC | 0.50% | Reduce -2.1% | 207,724 | $6.4M |
| Kovack Advisors, Inc. | 0.31% | Add +21.4% | 200,385 | $6.4M |
| Holos Integrated Wealth LLC | 2.97% | Reduce -3.0% | 195,498 | $6.4M |
| FourThought Financial Partners, LLC | 0.49% | Add +9.6% | 199,899 | $6.3M |
| First Merchants Corp. | 0.22% | Reduce -3.3% | 199,885 | $6.3M |
| Smartleaf Asset Management LLC | 0.21% | No change | 198,416 | $6.3M |
| Sendero Wealth Management, LLC | 0.63% | Add +0.9% | 199,675 | $6.3M |
| Merkkuri Wealth Advisors LLC | 3.90% | Add +0.7% | 198,267 | $6.3M |
| Raab & Moskowitz Asset Management LLC | 1.27% | Add +35.0% | 198,228 | $6.3M |
| Hofer & Associates. Inc | 3.03% | Add +2.8% | 197,820 | $6.3M |
| Vigilare Wealth Management | 1.92% | New | 197,121 | $6.3M |
| MFA Wealth Services | 3.73% | Reduce -2.7% | 196,877 | $6.2M |
| Founders Financial Securities LLC | 0.32% | Add +5.9% | 196,449 | $6.2M |
| Wedbush Securities Inc. | 0.16% | Add +1.3% | 195,950 | $6.2M |
| Titleist Asset Management, LLC | 0.41% | Add +5.3% | 194,041 | $6.2M |
| Certified Advisory Corp | 0.50% | Reduce -7.6% | 193,921 | $6.1M |
| Spire Wealth Management | 0.19% | Add +1.2% | 193,912 | $6.1M |
| Red Door Wealth Management, LLC | 0.56% | Add +3.5% | 192,929 | $6.1M |
| WealthPLAN Partners, LLC | 1.17% | Add +3.0% | 192,517 | $6.1M |
| Copper Harbor Investment Advisors, LLC | 1.27% | — | 189,804 | $6.0M |
| Western Wealth Management, LLC | 0.20% | Reduce -5.6% | 189,755 | $6.0M |
| Legacy Private Trust Co. | 0.33% | Reduce -3.0% | 189,049 | $6.0M |
| Strategic Wealth Partners, Ltd. | 0.37% | Reduce -9.8% | 188,925 | $6.0M |
| Milestone Investment Advisors LLC | 1.29% | Reduce -3.9% | 187,677 | $6.0M |
| J. Mark Nickell & Co. | 4.71% | Add +2.4% | 186,368 | $5.9M |
| Headlands Technologies LLC | 0.63% | New | 186,000 | $5.9M |
| Global Financial Private Client, LLC | 1.60% | Add +0.5% | 185,729 | $5.9M |
| Decker Retirement Planning Inc. | 2.00% | Add +16.3% | 185,246 | $5.9M |
| Alpha Omega Wealth Management LLC | 0.89% | Reduce -1.2% | 184,517 | $5.9M |
| IRON Financial LLC | 2.41% | Add +6.5% | 184,175 | $5.8M |
| CapWealth Advisors, LLC | 0.47% | Reduce -13.0% | 183,324 | $5.8M |
| Bensler, LLC | 0.51% | Reduce -1.1% | 183,280 | $5.8M |
| Annex Advisory Services, LLC | 0.10% | Reduce -8.9% | 182,569 | $5.8M |
| Barnes Pettey Financial Advisors, LLC | 1.81% | Add +4.1% | 182,438 | $5.8M |
| Foundations Investment Advisors, LLC | 0.06% | Add +65.5% | 182,267 | $5.8M |
| Fagan Associates, Inc. | 0.71% | Add +0.9% | 181,154 | $5.7M |
| PCA Investment Advisory Services Inc. | 1.60% | Reduce -3.3% | 180,875 | $5.7M |
| Lexington Hill Partners, LLC | 2.78% | Add +34.8% | 180,561 | $5.7M |
| Alliance Wealth Management Group | 1.11% | Reduce -14.7% | 179,585 | $5.7M |
| Towercrest Capital Management | 0.79% | Reduce -14.7% | 179,585 | $5.7M |
| Principal Securities, Inc. | 0.07% | Reduce -0.1% | 179,579 | $5.7M |
| Sei Investments Co. | 0.01% | Reduce -1.4% | 179,578 | $5.7M |
| Cape Investment Advisory, Inc. | 1.52% | Reduce -2.5% | 179,537 | $5.7M |
| LS Investment Advisors, LLC | 0.77% | Reduce -0.6% | 179,175 | $5.7M |
| Compass Financial Group, INC | 0.65% | Reduce -0.0% | 178,941 | $5.7M |
| Fiduciary Trust Co | 0.06% | Reduce -14.4% | 178,765 | $5.7M |
| Cadia Private Client LLC | 4.05% | Reduce -5.2% | 178,128 | $5.6M |
| CreativeOne Wealth, LLC | 0.12% | Add +1.4% | 177,935 | $5.6M |
| Goldstone Financial Group, LLC | 0.52% | Reduce -26.1% | 177,799 | $5.6M |
| Channel Wealth LLC | 1.26% | Reduce -4.2% | 176,607 | $5.6M |
| Camden National Bank | 0.73% | Add +2.9% | 176,598 | $5.6M |
| Onyx Bridge Wealth Group LLC | 0.50% | Add +0.7% | 175,970 | $5.6M |
| FLC Capital Advisors | 0.91% | Add +3.1% | 175,514 | $5.6M |
| Smithfield Trust Co | 0.22% | Reduce -2.4% | 175,493 | $5.6M |
| J.W. Cole Advisors, Inc. | 0.09% | New | 174,018 | $5.5M |
| Thoroughbred Financial Services, LLC | 0.26% | Reduce -1.7% | 172,317 | $5.5M |
| Lynch & Associates | 0.95% | Add +1.9% | 171,388 | $5.4M |
| Berkeley, Inc | 1.69% | Reduce -1.8% | 169,985 | $5.4M |
| Nikulski Financial, Inc. | 1.16% | Add +4.0% | 169,587 | $5.4M |
| Liberty Capital Management, Inc. | 0.92% | — | 168,419 | $5.3M |
| Insigneo Advisory Services, LLC | 0.20% | Add +19.0% | 167,883 | $5.3M |
| JT Stratford LLC | 0.58% | Add +0.1% | 167,288 | $5.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +141.2% | 166,691 | $5.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.49% | Reduce -0.5% | 166,018 | $5.3M |
| Hilltop Holdings Inc. | 0.43% | Add +87.1% | 165,936 | $5.3M |
| Compass Financial Management LLC | 0.64% | — | 160,913 | $5.3M |
| TrueWealth Advisors, LLC | 1.18% | Add +1.0% | 165,674 | $5.3M |
| Good Harbor Advisors, Inc. | 5.13% | Add +4.1% | 165,374 | $5.2M |
| Vermillion Wealth Management, Inc. | 1.25% | Add +8.2% | 165,107 | $5.2M |
| Avidian Wealth Enterprises, LLC | 0.14% | Reduce -6.3% | 164,288 | $5.2M |
| Roman Butler Fullerton & Co. | 1.24% | Reduce -6.6% | 159,895 | $5.2M |
| Perryman Financial Advisory Inc. | 0.69% | Reduce -11.4% | 163,946 | $5.2M |
| KCM Investment Advisors LLC | 0.16% | Add +0.1% | 163,934 | $5.2M |
| Cutler Investment Counsel LLC | 0.49% | Add +4.0% | 163,262 | $5.2M |
| Richards, Merrill & Peterson, Inc. | 1.63% | Add +6.8% | 162,179 | $5.1M |
| RMG Wealth Management LLC | 0.53% | Reduce -11.7% | 149,222 | $5.1M |
| OLIO Financial Planning | 1.27% | Add +3.8% | 161,377 | $5.1M |
| Brown Advisory Inc. | 0.01% | Reduce -21.4% | 161,217 | $5.1M |
| MBE Wealth Management, LLC | 1.79% | Add +2.1% | 160,983 | $5.1M |
| Capital Investment Advisory Services, LLC | 0.31% | Add +9.8% | 160,835 | $5.1M |
| Alpha Capital Advisors Inc. | 4.39% | Add +1.8% | 160,414 | $5.1M |
| Florida Financial Advisors, LLC | 0.86% | Add +2.3% | 160,369 | $5.1M |
| Metropolitan Life Insurance Co | 1.42% | Add +4.8% | 160,200 | $5.1M |
| Advisortrust Partners, LLC | 1.73% | Add +235.4% | 159,070 | $5.0M |
| Simon Quick Advisors, LLC | 0.20% | Add +22.0% | 158,763 | $5.0M |
| Cresta Advisors, Ltd. | 1.80% | Reduce -6.8% | 158,224 | $5.0M |
| Andrews Advisory Associates, LLC | 2.38% | Reduce -6.0% | 156,272 | $5.0M |
| Game Plan Financial Advisors, LLC | 1.97% | Add +0.4% | 155,045 | $4.9M |
| Bare Financial Services, Inc | 1.12% | Add +54.1% | 154,602 | $4.9M |
| Gladstone Institutional Advisory LLC | 0.15% | Add +7.4% | 154,144 | $4.9M |
| Emerald Advisors, LLC | 0.61% | Reduce -2.6% | 153,468 | $4.9M |
| Sowell Financial Services LLC | 0.16% | Add +19.9% | 153,465 | $4.9M |
| JNBA Financial Advisors | 0.37% | Reduce -13.6% | 153,033 | $4.9M |
| Cedarwood Wealth LLC | 3.65% | Add +18.4% | 152,467 | $4.8M |
| Quantum Capital Management, LLC / NJ | 0.61% | New | 152,398 | $4.8M |
| Paradigm Capital Management, LLC | 4.18% | Reduce -2.1% | 151,922 | $4.8M |
| LVM Capital Management Ltd. | 0.40% | Add +3.8% | 150,001 | $4.8M |
| Pallas Capital Advisors LLC | 0.15% | Reduce -7.1% | 149,936 | $4.8M |
| Focused Alpha, LLC | 1.21% | Add +6.7% | 149,169 | $4.7M |
| Brown Brothers Harriman & Co. | 0.02% | Add +0.0% | 148,062 | $4.7M |
| Gradient Capital Advisors, LLC | 1.08% | Reduce -0.8% | 147,747 | $4.7M |
| EverSource Wealth Advisors, LLC | 0.16% | Reduce -1.3% | 147,028 | $4.7M |
| Orographic Financial Advisors, LLC | 3.07% | Reduce -0.4% | 135,660 | $4.6M |
| Commerce Bank | 0.02% | Reduce -0.5% | 146,476 | $4.6M |
| Roundview Capital LLC | 0.25% | Add +7.7% | 146,290 | $4.6M |
| Keystone Financial Services, LLC | 2.78% | Reduce -0.0% | 146,045 | $4.6M |
| Beckerman Institutional, LLC | 2.20% | Add +3.7% | 145,966 | $4.6M |
| Axis Wealth Partners, LLC | 2.20% | Reduce -0.9% | 144,587 | $4.6M |
| Valley Forge Investment Consultants Inc. Adv | 1.18% | Reduce -2.0% | 144,318 | $4.6M |
| Bluespring Wealth Management, LLC | 0.09% | Add +46.3% | 143,337 | $4.5M |
| Auxano Advisors, LLC | 0.86% | Add +0.8% | 142,772 | $4.5M |
| Flatrock Wealth Partners LLC | 1.78% | Add +37.7% | 142,544 | $4.5M |
| Marble Wealth, LLC | 0.69% | Reduce -0.9% | 142,287 | $4.5M |
| Horizon Investments, LLC | 0.05% | Reduce -47.9% | 140,913 | $4.5M |
| Portus Wealth Advisors, LLC | 3.67% | Reduce -1.2% | 140,793 | $4.5M |
| Maripau Wealth Management LLC | 1.59% | Add +40.7% | 140,462 | $4.5M |
| Nicolet Bankshares Inc. | 0.14% | Add +23.7% | 139,930 | $4.4M |
| Capital Analysts, LLC | 0.10% | Reduce -2.0% | 139,852 | $4.4M |
| Anchor Investment Management, LLC | 0.33% | Add +3.5% | 139,711 | $4.4M |
| First Heartland Consultants, Inc. | 0.29% | Add +3.9% | 139,657 | $4.4M |
| AMG National Trust Bank | 0.09% | Reduce -0.1% | 139,525 | $4.4M |
| Aspen Investment Management Inc | 1.18% | Add +49.1% | 138,852 | $4.4M |
| North Forty Two & Co. | 3.72% | Add +6.8% | 138,306 | $4.4M |
| 10Elms LLP | 1.96% | Add +29.9% | 137,593 | $4.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +21.3% | 137,432 | $4.4M |
| Vista Cima Wealth Management LLC | 3.25% | Add +14.4% | 137,423 | $4.4M |
| Caprock Group, LLC | 0.08% | New | 137,327 | $4.4M |
| Elevation Wealth Partners, LLC | 1.30% | Add +0.4% | 137,173 | $4.3M |
| M&T Bank Corp | 0.01% | Reduce -20.1% | 137,102 | $4.3M |
| Breakwater Investment Management | 1.48% | Reduce -5.0% | 137,098 | $4.3M |
| RVW Wealth, LLC | 0.28% | Add +9.5% | 136,106 | $4.3M |
| Meridian Wealth Management, LLC | 0.13% | Add +2.9% | 136,105 | $4.3M |
| Fortis Capital Management LLC | 0.48% | Add +5.8% | 135,858 | $4.3M |
| Zullo Investment Group, Inc. | 1.46% | Add +13.0% | 135,169 | $4.3M |
| Capital Investment Advisors, LLC | 0.06% | Add +3.9% | 134,735 | $4.3M |
| Sachetta, LLC | 2.08% | Add +8.1% | 134,733 | $4.3M |
| TPG Advisors LLC | 2.34% | Add +0.5% | 134,702 | $4.3M |
| Strategic Investment Solutions, Inc. | 0.97% | Add +23.9% | 132,920 | $4.3M |
| Hudock, Inc. | 0.54% | Reduce -2.5% | 133,884 | $4.2M |
| Northstar Group, Inc. | 0.56% | Add +0.4% | 133,778 | $4.2M |
| Cordgrass Capital Advisors, LLC | 1.58% | Reduce -61.7% | 133,699 | $4.2M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +3.0% | 133,059 | $4.2M |
| Mattern Wealth Management LLC | 0.69% | New | 133,048 | $4.2M |
| US Bancorp \de | 0.00% | Reduce -3.0% | 132,629 | $4.2M |
| Panoramic Investment Advisors, LLC | 2.01% | Reduce -0.1% | 132,403 | $4.2M |
| Cpwa, LLC | 4.81% | Add +1.6% | 130,555 | $4.1M |
| Soltis Investment Advisors LLC | 0.24% | Reduce -8.1% | 130,431 | $4.1M |
| Caliber Wealth Management, LLC / KS | 0.40% | Reduce -2.5% | 130,428 | $4.1M |
| Geneos Wealth Management Inc. | 0.08% | Add +21.1% | 129,987 | $4.1M |
| Warwick Investment Management, Inc. | 0.46% | Reduce -4.5% | 129,922 | $4.1M |
| BXM Wealth LLC | 2.24% | Add +0.0% | 129,752 | $4.1M |
| United Advisor Group, LLC | 0.44% | Add +7.2% | 129,516 | $4.1M |
| Beam Wealth Advisors, Inc. | 0.90% | Add +14.1% | 128,813 | $4.1M |
| NewEdge Wealth, LLC | 0.04% | Reduce -4.8% | 128,499 | $4.1M |
| Headinvest, LLC | 0.76% | Add +20.6% | 128,178 | $4.1M |
| Coldstream Capital Management Inc. | 0.05% | Add +5.3% | 128,176 | $4.1M |
| OneAscent Financial Services LLC | 0.19% | Add +9.2% | 128,017 | $4.1M |
| Garden State Investment Advisory Services LLC | 0.80% | Add +1.9% | 128,015 | $4.1M |
| Sfm, LLC | 2.08% | Reduce -10.2% | 127,787 | $4.1M |
| Cambridge Advisors Inc. | 0.70% | Reduce -1.9% | 127,686 | $4.0M |
| Maridea Wealth Management LLC | 0.44% | Add +5.6% | 127,410 | $4.0M |
| Mengis Capital Management, Inc. | 0.61% | Add +0.7% | 126,627 | $4.0M |
| Decker Wealth Management LLC | 0.85% | Add +0.5% | 126,229 | $4.0M |
| Transcendent Capital Group LLC | 1.55% | Reduce -0.3% | 125,979 | $4.0M |
| Financial Designs Corp | 2.14% | Add +4.3% | 125,694 | $4.0M |
| AlphaCore Capital LLC | 0.07% | Add +1.7% | 125,289 | $4.0M |
| WBH Advisory Inc. | 0.27% | Add +3.7% | 125,203 | $4.0M |
| Guyasuta Investment Advisors Inc. | 0.20% | Add +5.0% | 124,501 | $3.9M |
| Sovran Advisors, LLC | 0.29% | Reduce -2.3% | 116,485 | $3.9M |
| Flagship Wealth Advisors, LLC | 0.88% | Reduce -63.7% | 123,884 | $3.9M |
| Hilton Head Capital Partners, LLC | 1.98% | Add +0.7% | 123,822 | $3.9M |
| WPG Advisers, LLC | 2.30% | Reduce -4.3% | 123,602 | $3.9M |
| Strategic Financial Concepts, LLC | 1.16% | Reduce -32.7% | 122,864 | $3.9M |
| Baker Avenue Asset Management, LP | 0.07% | Add +664.7% | 122,361 | $3.9M |
| Nadler Financial Group, Inc. | 0.33% | Reduce -2.7% | 122,227 | $3.9M |
| SeaCrest Wealth Management, LLC | 0.42% | Reduce -4.3% | 120,926 | $3.8M |
| Olistico Wealth, LLC | 1.63% | Add +6.8% | 120,445 | $3.8M |
| Clearstead Trust, LLC | 0.50% | Add +5.1% | 120,227 | $3.8M |
| Warner Financial, Inc. | 1.12% | Add +0.6% | 120,114 | $3.8M |
| Cowa, LLC | 1.03% | Reduce -0.7% | 119,874 | $3.8M |
| Neuberger Berman Group LLC | 0.00% | Add +10.7% | 119,865 | $3.8M |
| First National Trust Co | 0.13% | Add +3.4% | 119,642 | $3.8M |
| Tenzing Financial LLC | 2.58% | Reduce -1.3% | 116,735 | $3.8M |
| Fifth Third Securities, Inc. | 0.21% | Add +37.4% | 118,312 | $3.8M |
| LifeSteps Financial, Inc. | 1.75% | Reduce -2.4% | 118,076 | $3.7M |
| Principia Wealth Advisory, LLC | 1.87% | Reduce -23.3% | 117,965 | $3.7M |
| CWS Financial Advisors, LLC | 0.82% | Add +11.2% | 116,910 | $3.7M |
| Advisors Management Group Inc. | 0.61% | Reduce -0.4% | 116,658 | $3.7M |
| John W. Brooker & Co., CPAs | 4.44% | Add +15.5% | 115,898 | $3.7M |
| Bank of Montreal | 0.00% | Add +1.8% | 115,805 | $3.7M |
| Chesapeake Wealth Management | 1.02% | Add +4.3% | 114,578 | $3.6M |
| Peregrine Asset Advisers, Inc. | 0.79% | Add +17.9% | 114,431 | $3.6M |
| CAP Partners, LLC | 1.76% | Add +0.0% | 113,625 | $3.6M |
| KFG Wealth Management, LLC | 0.41% | Add +13.7% | 113,374 | $3.6M |
| Samalin Investment Counsel, LLC | 1.15% | Add +73.8% | 112,607 | $3.6M |
| MOKAN Wealth Management Inc. | 1.36% | Add +1.5% | 112,118 | $3.6M |
| ProVise Management Group, LLC | 0.24% | Add +5.6% | 112,042 | $3.6M |
| MOR Wealth Management, LLC | 1.41% | Reduce -16.0% | 111,579 | $3.5M |
| Ceera Investments, LLC | 1.50% | Add +253.2% | 111,537 | $3.5M |
| HighPoint Advisor Group LLC | 0.12% | Add +17.3% | 111,361 | $3.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.36% | Reduce -40.3% | 110,093 | $3.5M |
| McGrath & Associates, Inc. | 4.52% | Reduce -0.3% | 109,404 | $3.5M |
| Collective Family Office LLC | 0.71% | Add +11.6% | 109,149 | $3.5M |
| Crewe Advisors LLC | 0.25% | Add +4.4% | 108,015 | $3.4M |
| Bravera Wealth | 1.31% | Reduce -1.2% | 107,824 | $3.4M |
| Vise Technologies, Inc. | 0.04% | Add +5.2% | 107,752 | $3.4M |
| Ellenbecker Investment Group | 0.39% | Reduce -1.9% | 106,722 | $3.4M |
| CORDA Investment Management, LLC. | 0.21% | Add +4.6% | 106,645 | $3.4M |
| Juno Financial Group LLC | 1.19% | Reduce -68.3% | 105,877 | $3.4M |
| Bessemer Group Inc. | 0.00% | Add +1.0% | 105,607 | $3.3M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +10.7% | 105,298 | $3.3M |
| Sound Income Strategies, LLC | 0.15% | Add +14.7% | 105,268 | $3.3M |
| Bradley Foster & Sargent Inc. | 0.05% | Add +42.7% | 105,228 | $3.3M |
| Bfsg, LLC | 0.30% | Add +1.3% | 104,811 | $3.3M |
| STAR Financial Bank | 1.35% | Add +1.5% | 104,634 | $3.3M |
| Independent Solutions Wealth Management, LLC | 0.43% | Reduce -0.4% | 104,567 | $3.3M |
| Hurley Capital, LLC | 1.72% | Add +3.1% | 104,539 | $3.3M |
| Sage Investment Advisers LLC | 2.23% | Reduce -1.2% | 104,385 | $3.3M |
| Choate Investment Advisors | 0.06% | No change | 103,014 | $3.3M |
| Centennial Advisors, LLC | 3.89% | Add +28.4% | 102,760 | $3.3M |
| Equity Wealth Partners, LLC | 1.17% | Reduce -5.8% | 102,693 | $3.3M |
| Silverlake Wealth Management LLC | 0.62% | Add +8.0% | 102,656 | $3.3M |
| Freestate Advisors LLC | 2.42% | Add +0.1% | 102,366 | $3.2M |
| Financial Solutions Advisory Group, Inc. | 0.41% | Reduce -4.5% | 100,525 | $3.2M |
| Roehl & Yi Investment Advisors, LLC | 1.06% | Add +2.2% | 135,177 | $3.2M |
| MainStreet Investment Advisors LLC | 0.44% | Add +5.8% | 101,816 | $3.2M |
| Glassy Mountain Advisors, Inc. | 0.88% | Reduce -2.3% | 101,700 | $3.2M |
| Adapt Wealth Advisors, LLC | 1.05% | Reduce -2.8% | 101,476 | $3.2M |
| MTM Financial Group, LLC | 1.38% | Reduce -3.7% | 101,444 | $3.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.06% | Add +38.2% | 101,369 | $3.2M |
| Fiscal Wisdom Wealth Management, LLC | 2.72% | Add +1.6% | 101,215 | $3.2M |
| SageGuard Financial Group, LLC | 0.45% | Reduce -9.9% | 101,162 | $3.2M |
| Woodside Wealth Management LLC | 2.23% | Add +1.2% | 100,733 | $3.2M |
| Aspen Grove Capital, LLC | 0.46% | Add +2.3% | 100,375 | $3.2M |
| RIA Advisory Group LLC | 0.70% | Add +13.3% | 99,582 | $3.2M |
| Selby Wealth Management, LLC | 1.11% | Add +0.0% | 99,145 | $3.1M |
| Carrera Capital Advisors | 0.46% | Add +264.4% | 98,833 | $3.1M |
| WealthCare Investment Partners, LLC | 0.75% | Reduce -5.4% | 97,937 | $3.1M |
| HUB Investment Partners, LLC | 0.06% | Add +40.2% | 97,882 | $3.1M |
| Krilogy Financial LLC | 0.09% | Add +2.3% | 97,857 | $3.1M |
| MassMutual Private Wealth & Trust, FSB | 0.08% | Add +1.1% | 97,360 | $3.1M |
| Muirfield Wealth Advisors LLC | 2.01% | Reduce -0.3% | 96,959 | $3.1M |
| Financial Perspectives, Inc | 0.75% | Add +20.5% | 96,608 | $3.1M |
| Investment Advisory Group, LLC | 0.66% | Reduce -1.6% | 96,577 | $3.1M |
| Wealthcare Capital Management LLC | 0.29% | Add +27.8% | 96,275 | $3.1M |
| Orion Capital Management LLC | 0.95% | Reduce -14.7% | 96,008 | $3.0M |
| Leo H. Evart, Inc. | 2.40% | Add +1.1% | 95,936 | $3.0M |
| Independent Advisor Alliance | 0.07% | Reduce -90.6% | 95,650 | $3.0M |
| Scott & Selber, Inc. | 0.64% | Reduce -1.1% | 95,611 | $3.0M |
| Revolve Wealth Partners, LLC | 0.31% | Reduce -0.0% | 94,514 | $3.0M |
| Magnus Financial Group LLC | 0.21% | Add +11.2% | 94,161 | $3.0M |
| Blueprint Investment Partners LLC | 0.25% | Add +174.9% | 94,148 | $3.0M |
| Compass Financial Group, Inc. (Ohio) | 1.99% | Reduce -46.0% | 94,055 | $3.0M |
| Mitchell Sinkler & Starr | 1.24% | Reduce -3.0% | 93,929 | $3.0M |
| Madden Advisory Services, Inc. | 1.07% | Reduce -0.0% | 93,747 | $3.0M |
| Blueprint Financial Advisors LLC | 0.33% | Add +180.5% | 93,090 | $3.0M |
| Piedmont Capital Management, LLC | 1.80% | Add +5.7% | 92,985 | $2.9M |
| Caldwell Trust Co | 0.24% | Add +4.7% | 92,706 | $2.9M |
| RFG Advisory, LLC | 0.05% | Reduce -32.7% | 92,444 | $2.9M |
| Welch & Forbes LLC | 0.04% | No change | 92,277 | $2.9M |
| WCG Wealth Advisors LLC | 0.07% | Reduce -9.7% | 92,161 | $2.9M |
| Myecfo, LLC | 1.10% | Reduce -3.3% | 92,155 | $2.9M |
| Atlas Wealth Partners, LLC | 3.19% | Reduce -1.8% | 92,103 | $2.9M |
| J Hagan Capital, Inc. | 1.35% | Add +10.6% | 91,869 | $2.9M |
| Macroview Investment Management LLC | 1.81% | Add +8.9% | 91,674 | $2.9M |
| Providence Capital Advisors, LLC | 0.44% | Add +4.0% | 91,402 | $2.9M |
| Everhart Financial Group, Inc. | 0.19% | Reduce -0.3% | 91,241 | $2.9M |
| XY Planning Network, Inc. | 0.36% | Add +6.9% | 91,174 | $2.9M |
| Cambridge Financial Group, LLC | 0.90% | Reduce -18.3% | 90,249 | $2.9M |
| Journey Beyond Wealth, LLC | 2.23% | Reduce -2.0% | 89,866 | $2.8M |
| Verdence Capital Advisors LLC | 0.15% | Add +19.4% | 89,804 | $2.8M |
| Gateway Wealth Partners, LLC | 0.17% | Reduce -41.8% | 89,420 | $2.8M |
| Texas Capital Bank Wealth Management Services Inc | 0.15% | Reduce -1.3% | 88,792 | $2.8M |
| Fermata Advisors, LLC | 0.57% | Add +12.3% | 88,768 | $2.8M |
| Jacobi Capital Management LLC | 0.14% | Reduce -1.8% | 88,723 | $2.8M |
| Core Wealth Advisors, Inc. | 0.57% | Add +2.4% | 88,710 | $2.8M |
| Capital Squared Financial LLC | 1.84% | Add +11.6% | 88,549 | $2.8M |
| White Knight Strategic Wealth Advisors, LLC | 1.97% | Add +2.1% | 88,500 | $2.8M |
| Aprio Wealth Management, LLC | 0.14% | Add +16.9% | 88,208 | $2.8M |
| CoreCap Advisors, LLC | 0.08% | Reduce -49.8% | 87,675 | $2.8M |
| Concord Wealth Partners | 0.32% | Reduce -8.4% | 87,157 | $2.8M |
| SpringVest Wealth Management LLC | 1.73% | Add +4.8% | 86,795 | $2.8M |
| Cypress Wealth Services, LLC | 0.34% | Reduce -0.8% | 86,541 | $2.7M |
| BKM Wealth Management, LLC | 0.97% | Reduce -1.5% | 86,377 | $2.7M |
| Millennium Capital Advisors, LLC | 1.49% | Reduce -0.0% | 86,118 | $2.7M |
| Pasadena Private Wealth, LLC | 0.35% | Add +4.7% | 85,824 | $2.7M |
| Vident Advisory, LLC | 0.02% | Reduce -1.2% | 85,688 | $2.7M |
| Perspective Wealth Advisors LLC | 1.49% | Add +10.5% | 85,520 | $2.7M |
| Physician Wealth Advisors, Inc. | 0.32% | Add +0.0% | 85,399 | $2.7M |
| StoneX Group Inc. | 0.11% | Reduce -28.6% | 84,911 | $2.7M |
| Money Concepts Capital Corp. | 0.12% | Add +4.1% | 84,864 | $2.7M |
| Blue Bell Private Wealth Management, LLC | 0.34% | Reduce -1.4% | 84,755 | $2.7M |
| Latitude Advisors, LLC | 1.07% | Add +4.9% | 84,574 | $2.7M |
| Wealthgarden F.S. LLC | 1.52% | Add +2.5% | 84,298 | $2.7M |
| Boyer Financial Services, Inc. | 2.25% | Add +1.3% | 82,356 | $2.7M |
| Essex Financial Services, Inc. | 0.13% | Add +8.7% | 84,035 | $2.7M |
| Walter & Keenan Wealth Management LLC /in/ | 0.66% | Add +0.2% | 83,955 | $2.7M |
| PKS Advisory Services, LLC | 0.42% | Add +57.9% | 83,952 | $2.7M |
| Columbia Advisory Partners LLC | 1.46% | Reduce -0.3% | 83,265 | $2.6M |
| Stonebridge Financial Planning Group, LLC | 0.84% | Reduce -6.5% | 83,222 | $2.6M |
| Forefront Wealth Partners, LLC | 0.82% | Add +42.8% | 83,215 | $2.6M |
| FMA Wealth Management, LLC | 1.69% | Reduce -8.8% | 83,160 | $2.6M |
| JMG Financial Group, Ltd. | 0.06% | Add +8.5% | 82,640 | $2.6M |
| First National Bank of Mount Dora, Trust Investment Services | 0.52% | No change | 82,452 | $2.6M |
| Wesbanco Bank Inc. | 0.07% | Reduce -0.0% | 82,367 | $2.6M |
| Second Half Financial Partners, LLC | 1.07% | Add +2.0% | 82,292 | $2.6M |
| Canal Capital Management, LLC | 0.32% | Add +81.0% | 82,280 | $2.6M |
| Brighton Jones LLC | 0.05% | Reduce -11.1% | 82,170 | $2.6M |
| Root Financial Partners, LLC | 0.10% | Add +0.3% | 82,129 | $2.6M |
| Cornerstone Planning Group LLC | 0.33% | Reduce -4.0% | 79,107 | $2.6M |
| Bryn Mawr Trust Advisors, LLC | 0.11% | Reduce -1.2% | 82,038 | $2.6M |
| Bell Bank | 0.10% | Add +20.5% | 81,811 | $2.6M |
| Fairscale Capital, LLC | 1.55% | Add +4.7% | 81,679 | $2.6M |
| Balentine LLC | 0.09% | No change | 81,459 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.3% | 81,458 | $2.6M |
| Miramar Capital, LLC | 0.57% | Add +3.1% | 81,245 | $2.6M |
| Directional Asset Management | 2.46% | Add +0.6% | 81,211 | $2.6M |
| Argent Trust Co | 0.07% | Add +1.0% | 81,183 | $2.6M |
| Snowden Capital Advisors LLC | 0.06% | Add +42.5% | 80,840 | $2.6M |
| Legacy Wealth Advisors, LLC | 1.10% | No change | 80,500 | $2.6M |
| BLB&B Advisors, LLC | 0.09% | Reduce -13.1% | 80,208 | $2.5M |
| BlueStem Wealth Partners, LLC | 0.25% | Reduce -5.3% | 78,971 | $2.5M |
| Valeo Financial Advisors, LLC | 0.05% | Add +17.2% | 78,826 | $2.5M |
| RDA Financial Network | 0.54% | Add +0.8% | 78,663 | $2.5M |
| International Assets Investment Management, LLC | 0.15% | Add +15.0% | 78,241 | $2.5M |
| Factor Wealth Management LTD | 0.38% | Add +45.8% | 78,334 | $2.5M |
| Csenge Advisory Group | 0.10% | Reduce -0.9% | 78,268 | $2.5M |
| Great Waters Wealth Management | 0.23% | Reduce -4.3% | 77,319 | $2.5M |
| Bison Wealth, LLC | 0.22% | Add +12.4% | 75,628 | $2.4M |
| Bangor Savings Bank | 0.18% | Reduce -1.1% | 76,656 | $2.4M |
| Hazlett, Burt & Watson, Inc. | 0.65% | Reduce -1.2% | 76,551 | $2.4M |
| Madison Wealth Partners, Inc | 0.31% | Add +32.9% | 76,620 | $2.4M |
| Bleakley Financial Group, LLC | 0.03% | Add +29.0% | 76,479 | $2.4M |
| Note Advisors, LLC | 1.05% | Add +2.6% | 76,417 | $2.4M |
| TD Capital Management LLC | 0.20% | Add +62.3% | 75,924 | $2.4M |
| SageView Advisory Group, LLC | 0.08% | Add +164.0% | 75,919 | $2.4M |
| Comprehensive Financial Planning, Inc. | 1.28% | Add +30.2% | 75,886 | $2.4M |
| Synergy Investment Management, LLC | 0.58% | Reduce -2.6% | 75,881 | $2.4M |
| Capital Advisors, Ltd. LLC | 0.24% | Add +48.5% | 75,465 | $2.4M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.97% | Add +22.2% | 75,202 | $2.4M |
| Asset Dedication, LLC | 0.15% | Add +10.5% | 74,949 | $2.4M |
| Daymark Wealth Partners, LLC | 0.06% | Add +128.8% | 74,656 | $2.4M |
| Evanson Financial, LLC | 0.12% | — | 74,231 | $2.4M |
| Inspire Advisors, LLC | 0.16% | Reduce -1.7% | 73,825 | $2.3M |
| Fiducient Advisors LLC | 0.33% | Add +5.5% | 73,330 | $2.3M |
| Eastern Bank | 0.04% | Reduce -9.6% | 73,328 | $2.3M |
| GHP Investment Advisors, Inc. | 0.09% | Add +1.4% | 73,315 | $2.3M |
| Haverford Trust Co | 0.02% | Add +58.4% | 73,124 | $2.3M |
| Boyd Watterson Asset Management LLC | 0.62% | No change | 72,963 | $2.3M |
| Villere St Denis J & Co. LLC | 0.28% | New | 72,716 | $2.3M |
| NWF Advisory Services Inc. | 0.22% | Reduce -33.5% | 72,356 | $2.3M |
| Peachtree Investment Partners, LLC | 0.73% | Reduce -58.7% | 72,242 | $2.3M |
| B & T Capital Management DBA Alpha Capital Management | 0.30% | Reduce -1.8% | 71,828 | $2.3M |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +1.8% | 71,706 | $2.3M |
| Fairview Capital Investment Management, LLC | 0.12% | Add +30.8% | 71,648 | $2.3M |
| Retirement Planning Group, LLC | 0.06% | Add +3.8% | 71,436 | $2.3M |
| Strive Financial Group ,LLC | 0.98% | Add +262.7% | 71,254 | $2.3M |
| Mainsail Financial Group, LLC | 0.77% | Reduce -41.9% | 71,087 | $2.3M |
| Weaver Consulting Group | 0.46% | Add +0.6% | 70,802 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Add +7.0% | 70,247 | $2.2M |
| Simplicity Wealth,LLC | 0.08% | Add +21.5% | 70,212 | $2.2M |
| Rwa Wealth Partners, LLC | 0.02% | Add +4.9% | 69,854 | $2.2M |
| GWN Securities Inc. | 0.37% | Add +13.1% | 69,489 | $2.2M |
| Pennsylvania Capital Management Inc. | 0.56% | Reduce -7.1% | 69,237 | $2.2M |
| Bernard Wealth Management Corp. | 0.81% | Add +0.0% | 69,081 | $2.2M |
| Ankerstar Wealth, LLC | 1.83% | Add +2.4% | 68,662 | $2.2M |
| BG Investment Services, LLC | 1.55% | Add +17.2% | 68,043 | $2.2M |
| Viawealth, LLC | 1.08% | Add +0.8% | 67,997 | $2.2M |
| Whitener Capital Management, Inc. | 0.46% | Reduce -0.4% | 67,963 | $2.2M |
| My Personal CFO, LLC | 0.84% | Add +12.3% | 67,890 | $2.2M |
| Verus Financial Partners, Inc. | 0.18% | Reduce -8.1% | 67,820 | $2.2M |
| Park Edge Advisors, LLC | 0.45% | Add +1.8% | 66,837 | $2.1M |
| Ignite Planners, LLC | 0.29% | Add +30.7% | 66,419 | $2.1M |
| Founders Financial Alliance, LLC | 0.28% | Add +1.1% | 66,220 | $2.1M |
| Naples Global Advisors, LLC | 0.13% | Add +5.5% | 65,994 | $2.1M |
| Wulff, Hansen & Co. | 1.60% | Add +21.6% | 65,973 | $2.1M |
| CPC Advisors, LLC | 0.28% | Reduce -12.0% | 65,892 | $2.1M |
| Astoria Portfolio Advisors LLC. | 0.35% | Add +4.2% | 65,420 | $2.1M |
| Wise Wealth Partners | 3.51% | New | 65,175 | $2.1M |
| Indie Asset Partners, LLC | 1.97% | Add +16.1% | 64,913 | $2.1M |
| Elevate Wealth Advisory, Inc. | 1.17% | Add +3.4% | 64,670 | $2.1M |
| Traynor Capital Management, Inc. | 0.10% | Add +30.3% | 64,554 | $2.0M |
| MFG Wealth Management, Inc. | 1.46% | Reduce -11.9% | 64,208 | $2.0M |
| Tred Avon Family Wealth, LLC | 0.62% | Add +3.0% | 64,206 | $2.0M |
| KG Capital Management | 1.20% | Add +27.2% | 63,845 | $2.0M |
| Chapman Financial Group, LLC | 1.34% | Reduce -0.6% | 63,624 | $2.0M |
| Tempo Wealth, LLC | 0.30% | Add +109.2% | 63,566 | $2.0M |
| Tidal Investments LLC | 0.00% | Add +32.1% | 63,521 | $2.0M |
| Teamwork Financial Advisors, LLC | 0.19% | Add +1.6% | 63,486 | $2.0M |
| Wills Financial Group LLC | 0.73% | Add +0.4% | 63,280 | $2.0M |
| Inscription Capital, LLC | 0.18% | Add +5.0% | 63,182 | $2.0M |
| Joel Isaacson & Co., LLC | 0.06% | Add +3.4% | 63,112 | $2.0M |
| Laurel Oak Wealth Management, LLC | 0.29% | Add +14.8% | 62,537 | $2.0M |
| Birchwood Financial Partners, Inc. | 1.62% | Add +20.0% | 62,385 | $2.0M |
| San Luis Wealth Advisors LLC | 0.30% | Add +0.8% | 62,195 | $2.0M |
| Clear Creek Financial Management, LLC | 0.13% | Add +7.1% | 62,011 | $2.0M |
| Gradient Investments LLC | 0.03% | Add +13.9% | 61,957 | $2.0M |
| Milestone Asset Management, LLC | 0.31% | Add +217.5% | 61,939 | $2.0M |
| Bogart Wealth, LLC | 0.07% | Add +28.7% | 61,655 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -71.0% | 61,365 | $1.9M |
| Ironwood Investment Counsel, LLC | 0.26% | Add +7.8% | 61,335 | $1.9M |
| Insight Inv LLC | 0.91% | Add +7.3% | 61,110 | $1.9M |
| Armor Investment Advisors, LLC | 0.62% | Reduce -9.2% | 60,953 | $1.9M |
| Transcend Capital Advisors, LLC | 0.13% | Add +11.9% | 60,711 | $1.9M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Add +7.1% | 60,671 | $1.9M |
| Verity Asset Management, Inc. | 0.73% | Add +47.2% | 60,638 | $1.9M |
| Two Sigma Securities, LLC | 0.17% | Reduce -45.6% | 60,381 | $1.9M |
| URS Advisory LLC | 1.06% | Add +18.6% | 59,988 | $1.9M |
| Thrive Wealth Management, LLC | 0.24% | Add +13.4% | 59,845 | $1.9M |
| Concord Asset Management, LLC | 0.29% | Reduce -5.6% | 59,830 | $1.9M |
| Ethos Financial Group, LLC | 0.13% | Reduce -1.6% | 56,034 | $1.9M |
| Advisory Resource Group | 0.28% | Add +22.2% | 59,694 | $1.9M |
| Foster Victor Wealth Advisors, LLC | 0.10% | Add +72.8% | 58,702 | $1.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.21% | Add +4.2% | 59,471 | $1.9M |
| Precedent Wealth Partners, LLC | 0.31% | Add +21.1% | 59,391 | $1.9M |
| Van Hulzen Asset Management, LLC | 0.13% | Add +83.0% | 58,778 | $1.9M |
| World Equity Group, Inc. | 0.42% | Reduce -1.7% | 58,549 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +80833.3% | 58,272 | $1.8M |
| Carroll Advisory Group, LLC | 0.61% | Add +10.6% | 58,255 | $1.8M |
| Bond & Devick Financial Network, Inc. | 0.45% | Add +1.2% | 58,249 | $1.8M |
| Genesee Capital Advisors, LLC | 0.58% | Reduce -58.0% | 58,238 | $1.8M |
| Cathy Pareto & Associates, Inc. | 1.08% | Reduce -8.5% | 58,169 | $1.8M |
| Agate Pass Investment Management, LLC | 0.68% | Reduce -3.9% | 57,979 | $1.8M |
| ETF Store, Inc. | 1.54% | Add +11.3% | 57,883 | $1.8M |
| West Michigan Advisors, LLC | 0.35% | Add +6.2% | 57,864 | $1.8M |
| BOK Financial Private Wealth, Inc. | 0.09% | Reduce -5.7% | 57,698 | $1.8M |
| Modus Advisors, LLC | 0.45% | Add +0.0% | 57,662 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -86.1% | 57,647 | $1.8M |
| Townsend Asset Management Corp. /NC/ | 0.58% | Reduce -0.1% | 57,230 | $1.8M |
| Probity Advisors, Inc. | 0.26% | Reduce -4.9% | 57,227 | $1.8M |
| Westview Management dba Westview Investment Advisors | 0.89% | Add +1.0% | 57,186 | $1.8M |
| Next Capital Management LLC | 0.49% | Add +39.1% | 56,932 | $1.8M |
| Prospect Financial Services LLC | 0.91% | Add +25.9% | 56,922 | $1.8M |
| One Charles Private Wealth Services, LLC | 0.42% | No change | 56,849 | $1.8M |
| Enclave Advisors LLC | 0.23% | Reduce -72.0% | 56,712 | $1.8M |
| Cornerstone Wealth Management, LLC | 0.08% | Add +30.4% | 56,686 | $1.8M |
| First Growth Capital LLC | 1.36% | No change | 56,645 | $1.8M |
| Cottage Street Advisors LLC | 0.69% | Reduce -1.7% | 56,619 | $1.8M |
| BIP Wealth, LLC | 0.05% | Add +2.7% | 56,538 | $1.8M |
| Triton Wealth Management, PLLC | 0.55% | Add +44.0% | 55,398 | $1.8M |
| Ally Invest Advisors Inc. | 0.11% | Add +10.2% | 56,231 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -63.3% | 55,886 | $1.8M |
| Steelhead Wealth Management LLC | 0.71% | Add +12.2% | 55,723 | $1.8M |
| BCGM Wealth Management, LLC | 0.37% | Reduce -7.9% | 55,332 | $1.8M |
| Parkside Financial Bank & Trust | 0.12% | Add +0.3% | 55,271 | $1.8M |
| Aurora Private Wealth, Inc. | 1.11% | Add +0.4% | 55,142 | $1.7M |
| Centurion Wealth Management LLC | 0.41% | Add +3.6% | 54,649 | $1.7M |
| Barnes Wealth Management Group, Inc | 0.80% | Reduce -2.7% | 54,626 | $1.7M |
| Sagace Wealth Management LLC | 1.09% | Add +1.1% | 54,593 | $1.7M |
| Rollins Financial Advisors, LLC | 0.23% | Reduce -2.2% | 54,549 | $1.7M |
| KLCM Advisors, Inc. | 0.14% | Add +9.2% | 54,447 | $1.7M |
| Capasso Planning Partners LLC | 0.86% | Add +2.7% | 54,379 | $1.7M |
| Lanark Financial, Inc. | 0.12% | Reduce -51.5% | 54,095 | $1.7M |
| Register Financial Advisors LLC | 0.52% | Add +10.2% | 53,809 | $1.7M |
| Rothschild Investment LLC | 0.06% | Add +5.1% | 53,770 | $1.7M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -0.2% | 53,748 | $1.7M |
| Capital Square, LLC | 0.75% | Add +0.5% | 52,540 | $1.7M |
| Summit Wealth Partners, LLC | 0.24% | Add +13.6% | 53,665 | $1.7M |
| REDW Wealth LLC | 0.61% | Add +1.7% | 53,561 | $1.7M |
| J. Derek Lewis & Associates Inc. | 0.32% | Add +2.2% | 53,453 | $1.7M |
| Anson Capital, Inc. | 1.10% | Add +62.3% | 53,364 | $1.7M |
| LexAurum Advisors, LLC | 0.20% | Add +19.1% | 53,333 | $1.7M |
| GC Wealth Management RIA, LLC | 0.10% | Reduce -17.4% | 52,792 | $1.7M |
| Signet Investment Advisory Group, Inc. | 0.74% | Add +0.3% | 52,703 | $1.7M |
| Diversified Trust Co. | 0.03% | Add +6.7% | 52,646 | $1.7M |
| McAdam, LLC | 0.06% | Reduce -60.2% | 52,518 | $1.7M |
| Oasis Advisors, LLC | 1.08% | New | 52,250 | $1.7M |
| Clark Wealth Partners | 0.93% | Reduce -0.2% | 52,140 | $1.7M |
| West Bancorporation Inc. | 0.70% | Reduce -4.7% | 51,986 | $1.6M |
| Hidden Cove Wealth Management, LLC | 0.90% | Reduce -64.8% | 51,689 | $1.6M |
| AssuredPartners Investment Advisors, LLC | 0.16% | Add +1.6% | 51,530 | $1.6M |
| Private Trust Co. NA | 0.13% | Add +5.5% | 51,489 | $1.6M |
| Indivisible Partners | 0.09% | Add +322.7% | 51,334 | $1.6M |
| Westbourne Investments, Inc. | 0.66% | Reduce -2.7% | 51,240 | $1.6M |
| Pacific Wealth Strategies Group, Inc. | 0.93% | Add +3.2% | 51,235 | $1.6M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | Add +0.0% | 51,174 | $1.6M |
| Semus Wealth Partners LLC | 0.78% | Reduce -0.3% | 51,161 | $1.6M |
| Ehrlich Financial Group | 0.83% | Add +9.8% | 51,142 | $1.6M |
| Missouri Trust & Investment Co | 0.44% | No change | 48,392 | $1.6M |
| Ancora Advisors LLC | 0.03% | Reduce -3.0% | 50,960 | $1.6M |
| Surience Private Wealth LLC | 1.40% | Reduce -84.8% | 50,368 | $1.6M |
| Pitcairn Wealth Advisors LLC | 0.17% | No change | 49,683 | $1.6M |
| Petra Financial Advisors Inc. | 0.73% | Reduce -7.9% | 49,630 | $1.6M |
| Capital Advisors Inc. | 0.02% | Reduce -0.7% | 49,543 | $1.6M |
| Wellington Grp LLC | 0.41% | Reduce -13.7% | 49,246 | $1.6M |
| First National Bank & Trust Co. of Newtown | 0.32% | Add +2.5% | 46,540 | $1.6M |
| Milestone Asset Management Group, LLC | 0.78% | Reduce -4.8% | 49,065 | $1.6M |
| Banque Transatlantique SA | 0.03% | New | 49,015 | $1.6M |
| Outfitters Financial LLC | 1.09% | No change | 48,955 | $1.6M |
| Opus Financial Solutions LLC | 1.25% | Reduce -12.6% | 48,910 | $1.6M |
| W Advisors, LLC | 0.70% | Add +4.0% | 48,852 | $1.5M |
| Elmwood Wealth Management, Inc. | 0.39% | Add +32.0% | 48,625 | $1.5M |
| Washington Trust Advisors, Inc. | 0.11% | Add +5.0% | 48,441 | $1.5M |
| Royal Capital Wealth Management, LLC | 0.86% | Add +0.8% | 48,099 | $1.5M |
| Hamel Associates, Inc. | 0.42% | Reduce -28.0% | 47,995 | $1.5M |
| Smith Partners Wealth Management, LLC | 1.21% | Reduce -30.4% | 47,856 | $1.5M |
| Galvin, Gaustad & Stein, LLC | 0.11% | Reduce -0.2% | 47,835 | $1.5M |
| Silvia McColl Wealth Management, LLC | 0.91% | Add +0.2% | 47,595 | $1.5M |
| Glass Jacobson Investment Advisors llc | 0.47% | Add +11.2% | 47,590 | $1.5M |
| Regatta Research & Money Management | 1.43% | — | 47,580 | $1.5M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +4.8% | 47,556 | $1.5M |
| Fisher Asset Management | 0.00% | Reduce -30.1% | 47,519 | $1.5M |
| OpenArc Corporate Advisory, LLC | 0.02% | Add +0.2% | 46,978 | $1.5M |
| Costello Asset Management, INC | 0.45% | Add +0.8% | 46,933 | $1.5M |
| BLVD Private Wealth, LLC | 1.11% | Reduce -4.0% | 46,908 | $1.5M |
| Magnolia Capital Advisors LLC | 0.26% | Add +4.1% | 46,886 | $1.5M |
| TruNorth Capital Management, LLC | 0.24% | Reduce -0.2% | 46,795 | $1.5M |
| Vanguard National Trust Co | 0.08% | No change | 46,767 | $1.5M |
| McGlone Suttner Wealth Management, Inc. | 0.17% | Add +2.4% | 46,745 | $1.5M |
| Eagle Harbor Asset Management Inc. | 1.16% | Reduce -1.8% | 46,666 | $1.5M |
| Fulcrum Equity Management | 1.19% | Reduce -38.8% | 46,574 | $1.5M |
| Cornerstone Wealth Group, LLC | 0.09% | Add +3.8% | 46,378 | $1.5M |
| Tull Financial Group, Inc. | 0.57% | Reduce -3.2% | 46,302 | $1.5M |
| Colter Lewis Investment Partners LLC | 0.65% | Add +39.3% | 46,262 | $1.5M |
| WealthBridge Capital Management, LLC | 0.29% | Add +0.9% | 46,155 | $1.5M |
| One Capital Management, LLC | 0.04% | No change | 47,515 | $1.5M |
| Catalyst Investment Management LLC | 1.32% | Add +181.9% | 45,839 | $1.5M |
| Disciplined Investors, L.L.C. | 0.73% | Add +0.3% | 45,725 | $1.4M |
| Grantvest Financial Group LLC | 0.84% | Add +8.2% | 45,620 | $1.4M |
| National Bank of Canada | 0.00% | Add +10.3% | 45,372 | $1.4M |
| Gilpin Wealth Management, LLC | 1.00% | Add +4.8% | 45,382 | $1.4M |
| Landaas & Co. /Wi | 0.26% | Add +1.7% | 45,348 | $1.4M |
| Fortress Private Ledger, LLC | 0.39% | Add +21.3% | 45,116 | $1.4M |
| Jupiter Wealth Management LLC | 0.57% | No change | 45,000 | $1.4M |
| Boyce & Associates Wealth Consulting, Inc. | 0.99% | Add +3.3% | 44,999 | $1.4M |
| Evergreen Wealth Management, LLC | 0.67% | Add +0.2% | 44,858 | $1.4M |
| Advisory Solutions Group, LLC | 0.48% | — | 44,583 | $1.4M |
| Private Advisory Group LLC | 0.08% | Add +0.5% | 44,212 | $1.4M |
| Intentional Wealth Strategies, LLC | 1.31% | Reduce -4.7% | 44,164 | $1.4M |
| Wolfstich Capital, LLC | 1.08% | Reduce -28.1% | 43,231 | $1.4M |
| Ameriflex Group, Inc. | 0.57% | Add +13.1% | 44,089 | $1.4M |
| Attessa Capital LLC | 0.63% | Reduce -1.2% | 44,010 | $1.4M |
| Woodmont Investment Counsel LLC | 0.08% | Add +4.4% | 43,752 | $1.4M |
| Advyzon Investment Management, LLC | 0.10% | Add +43.2% | 43,494 | $1.4M |
| Hilltop National Bank | 0.29% | No change | 43,170 | $1.4M |
| Moors & Cabot, Inc. | 0.05% | Add +9.6% | 43,152 | $1.4M |
| Ironwood Financial, llc | 0.21% | Add +18.3% | 41,901 | $1.4M |
| Princeton Global Asset Management LLC | 0.20% | Reduce -35.5% | 42,950 | $1.4M |
| Squire Investment Management Company, LLC | 0.33% | Add +0.0% | 42,885 | $1.4M |
| Facet Wealth, Inc. | 0.02% | Reduce -19.0% | 42,876 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +38.6% | 42,744 | $1.4M |
| Revisor Wealth Management LLC | 0.32% | Add +0.1% | 42,526 | $1.3M |
| Aspiriant, LLC | 0.03% | Add +17.2% | 42,417 | $1.3M |
| First Wilshire Securities Management Inc. | 0.28% | No change | 42,375 | $1.3M |
| Carret Asset Management, LLC | 0.12% | Reduce -1.3% | 42,297 | $1.3M |
| Worth Financial Advisory Group, LLC | 0.55% | Add +8518.5% | 41,972 | $1.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.43% | Add +2.6% | 40,254 | $1.3M |
| Apella Capital, LLC | 0.02% | Reduce -4.7% | 40,488 | $1.3M |
| Farmers & Merchants Investments Inc. | 0.03% | Reduce -0.4% | 41,456 | $1.3M |
| Flputnam Investment Management Co. | 0.02% | Reduce -12.4% | 41,307 | $1.3M |
| Guardian Asset Advisors, LLC | 0.60% | Reduce -39.2% | 40,938 | $1.3M |
| Retirement Guys Formula LLC | 0.49% | Add +0.6% | 40,888 | $1.3M |
| Kanawha Capital Management LLC | 0.08% | Reduce -0.2% | 40,872 | $1.3M |
| SYM FINANCIAL Corp | 0.10% | Add +1.3% | 40,810 | $1.3M |
| Colorado Capital Management, Inc. | 0.44% | Add +4.1% | 40,545 | $1.3M |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.0% | 40,409 | $1.3M |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +8.6% | 40,398 | $1.3M |
| One Day In July LLC | 0.09% | Reduce -1.8% | 40,279 | $1.3M |
| Foster & Motley Inc. | 0.06% | Add +356.0% | 39,952 | $1.3M |
| Shearwater Capital LLC | 0.60% | No change | 39,910 | $1.3M |
| Ellis Investment Partners, LLC | 0.19% | Add +15.1% | 39,619 | $1.3M |
| KMG Fiduciary Partners, LLC | 0.12% | Add +11.3% | 39,540 | $1.3M |
| Trust Co | 0.11% | Add +25.3% | 39,354 | $1.2M |
| Dominguez Wealth Management Solutions, Inc. | 0.68% | Add +9.3% | 39,167 | $1.2M |
| Beacon Financial Advisory LLC | 0.24% | Add +36.7% | 39,151 | $1.2M |
| Compass Ion Advisors, LLC | 0.11% | Add +0.3% | 39,137 | $1.2M |
| Two Sigma Investments, LP | 0.00% | New | 39,100 | $1.2M |
| Serenity Investment Advisors | 0.53% | Add +5.4% | 35,308 | $1.2M |
| Elevation Capital Advisory, LLC | 0.48% | Reduce -84.3% | 39,071 | $1.2M |
| Florida Trust Wealth Management Co | 0.03% | Reduce -2.4% | 38,984 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -46.9% | 38,864 | $1.2M |
| CWA Asset Management Group, LLC | 0.04% | Reduce -5.6% | 38,612 | $1.2M |
| Vanguard Capital Wealth Advisors | 0.83% | Add +5.5% | 38,584 | $1.2M |
| Owen LaRue, LLC | 0.43% | Add +19.4% | 38,541 | $1.2M |
| Invst, LLC | 0.12% | Add +311.2% | 38,529 | $1.2M |
| Nabity-Jensen Investment Management Inc | 0.75% | No change | 38,476 | $1.2M |
| Guardian Wealth Management, Inc. | 0.60% | Add +0.6% | 38,380 | $1.2M |
| Solidarity Wealth, LLC | 0.21% | New | 38,248 | $1.2M |
| Sax Wealth Advisors, LLC | 0.05% | Add +146.0% | 39,444 | $1.2M |
| Kintra Wealth, LLC | 0.06% | Add +21.7% | 35,147 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | Add +6.2% | 37,500 | $1.2M |
| First Financial Group Corp | 0.86% | Add +0.1% | 37,385 | $1.2M |
| Millstone Evans Group, LLC | 0.64% | Add +0.8% | 37,221 | $1.2M |
| Soundwatch Capital LLC | 0.13% | Add +20.9% | 37,128 | $1.2M |
| TFB Advisors LLC | 0.52% | Add +213.2% | 37,063 | $1.2M |
| OMNI 360 Wealth, Inc. | 0.54% | Reduce -5.0% | 37,040 | $1.2M |
| Marino, Stram & Associates LLC | 0.19% | Add +0.6% | 36,959 | $1.2M |
| Meridian Management Co. | 0.26% | Add +0.8% | 36,956 | $1.2M |
| RHS Financial, LLC | 0.47% | Reduce -10.4% | 36,758 | $1.2M |
| Insight Wealth Partners, LLC | 0.16% | Reduce -1.4% | 36,710 | $1.2M |
| Meitav Investment House Ltd. | 0.01% | New | 36,684 | $1.2M |
| Ritholtz Wealth Management | 0.02% | Add +98.9% | 36,636 | $1.2M |
| FAS Wealth Partners, Inc. | 0.06% | Add +1.0% | 36,576 | $1.2M |
| Evolution Wealth Advisors, LLC | 0.14% | Reduce -29.7% | 36,393 | $1.2M |
| Meridian Wealth Partners, LLC | 0.14% | Add +0.0% | 35,975 | $1.1M |
| Balefire, LLC | 0.19% | Add +39.9% | 35,973 | $1.1M |
| AF Advisors, Inc. | 0.56% | New | 35,878 | $1.1M |
| Novem Group | 0.12% | Add +4.8% | 35,846 | $1.1M |
| C M Bidwell & Associates Ltd. | 0.46% | Add +1.3% | 35,759 | $1.1M |
| Sun Group Wealth Partners | 0.76% | Add +75.9% | 35,284 | $1.1M |
| Narwhal Capital Management | 0.08% | Reduce -1.2% | 35,238 | $1.1M |
| Code Waechter LLC | 0.58% | No change | 35,192 | $1.1M |
| Strategy Asset Managers LLC | 0.17% | Add +0.0% | 35,181 | $1.1M |
| Morling Financial Advisors, LLC | 0.31% | No change | 35,119 | $1.1M |
| CFS Investment Advisory Services, LLC | 0.07% | Add +2.6% | 34,327 | $1.1M |
| Insight Advisors, LLC/ PA | 0.20% | Add +18.8% | 34,993 | $1.1M |
| Bellevue Asset Management, LLC | 0.51% | Add +0.4% | 34,980 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.07% | Add +0.0% | 34,955 | $1.1M |
| Salem Investment Counselors Inc. | 0.03% | Reduce -8.7% | 34,832 | $1.1M |
| Embree Financial Group | 0.11% | Reduce -44.6% | 34,823 | $1.1M |
| Thompson Davis & Co., Inc. | 0.66% | Add +102.8% | 34,807 | $1.1M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -3.8% | 34,781 | $1.1M |
| Barnett & Company, Inc. | 0.81% | Add +3.3% | 34,612 | $1.1M |
| Empower Advisory Group, LLC | 0.00% | Reduce -12.9% | 34,591 | $1.1M |
| VestGen Advisors, LLC | 0.03% | Reduce -34.9% | 34,584 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.13% | Reduce -1.1% | 34,495 | $1.1M |
| Plante Moran Financial Advisors, LLC | 0.05% | Reduce -2.8% | 34,489 | $1.1M |
| Burke & Herbert Bank & Trust Co. | 0.27% | Add +15.3% | 34,207 | $1.1M |
| Etesian Wealth Advisors, Inc. | 0.32% | Add +36.7% | 34,090 | $1.1M |
| Aaron Wealth Advisors LLC | 0.05% | Add +0.0% | 34,055 | $1.1M |
| Wernau Asset Management Inc. | 1.02% | Add +2.9% | 33,994 | $1.1M |
| SG Americas Securities, LLC | 0.00% | New | 33,829 | $1.1M |
| Arsenal Capital Advisors LLC | 0.63% | Add +0.8% | 33,728 | $1.1M |
| Yoder Wealth Management, Inc. | 0.42% | Reduce -9.7% | 33,576 | $1.1M |
| Zhang Financial LLC | 0.03% | Add +0.6% | 33,377 | $1.1M |
| Baldwin Investment Management, LLC | 0.10% | Add +34.1% | 33,305 | $1.1M |
| Paulson Wealth Management Inc. | 0.22% | Reduce -0.1% | 33,091 | $1.0M |
| Boyum Wealth Architects LLC | 0.41% | Reduce -12.5% | 31,854 | $1.0M |
| O'ROURKE & COMPANY, Inc | 0.36% | Add +5.1% | 32,677 | $1.0M |
| American Capital Advisory, LLC | 0.38% | Add +29.1% | 32,441 | $1.0M |
| Fusion Capital, LLC | 0.24% | Add +3.6% | 32,397 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 32,198 | $1.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +1.0% | 32,039 | $1.0M |
| Focused Wealth Management, Inc | 0.09% | Reduce -33.5% | 31,973 | $1.0M |
| WESPAC Advisors, LLC | 0.49% | Reduce -0.3% | 31,964 | $1.0M |
| Van Cleef Asset Management,Inc | 0.10% | Add +4.2% | 31,482 | $998K |
| Verum Partners LLC | 0.15% | Reduce -8.5% | 31,382 | $995K |
| Holderness Investments Co. | 0.17% | Add +19.1% | 31,360 | $994K |
| Sterling Investment Management, LLC | 0.54% | Reduce -6.1% | 31,331 | $994K |
| Dala Group, LLC | 0.82% | Reduce -52.3% | 31,303 | $993K |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -27.8% | 30,704 | $991K |
| Advance Capital Management, Inc. | 0.03% | Add +5.0% | 31,165 | $988K |
| Avalon Capital Management | 0.23% | No change | 31,050 | $985K |
| Accurate Wealth Management, LLC | 0.09% | New | 30,268 | $981K |
| Wealth Alliance, LLC | 0.08% | Reduce -0.0% | 30,868 | $979K |
| Darrow Company, Inc. | 0.38% | Add +0.4% | 30,703 | $977K |
| Bank of New Hampshire | 0.20% | Add +2.3% | 30,805 | $977K |
| Webster Bank, N. A. | 0.08% | Add +1.7% | 30,750 | $975K |
| Successful Portfolios LLC | 0.46% | Add +12.1% | 30,103 | $975K |
| Wood Tarver Financial Group, LLC | 0.23% | Add +1.8% | 30,689 | $973K |
| Lederer & Associates Investment Counsel | 0.64% | Add +23.1% | 30,660 | $972K |
| Parsons Capital Management Inc. | 0.04% | Add +105.0% | 30,645 | $972K |
| Glen Eagle Advisors, LLC | 0.12% | Reduce -13.8% | 30,475 | $966K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.33% | — | 30,473 | $966K |
| Pinion Investment Advisors, LLC | 0.18% | Reduce -9.6% | 30,370 | $963K |
| SWS Partners | 0.21% | No change | 30,315 | $961K |
| IF Advisors, LLC | 0.63% | No change | 30,304 | $961K |
| Baker Tilly Wealth Management, LLC | 0.21% | Reduce -0.9% | 30,229 | $959K |
| Sunesis Advisors, LLC | 0.39% | No change | 30,009 | $952K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 30,000 | $951K |
| Howe & Rusling Inc. | 0.06% | Add +11.1% | 29,978 | $951K |
| Kirtland Hills Capital Management, LLC | 0.27% | Add +36.9% | 29,889 | $948K |
| Graney & King, LLC | 0.34% | Reduce -4.5% | 29,840 | $946K |
| Forum Financial Management, LP | 0.01% | Reduce -4.4% | 29,822 | $946K |
| Round Rock Advisors LLC | 0.12% | Reduce -1.7% | 29,763 | $944K |
| Rainey & Randall Wealth Advisors Inc. | 0.13% | Add +4.0% | 29,732 | $943K |
| Brand Asset Management Group, Inc. | 0.21% | Reduce -6.9% | 29,657 | $940K |
| August Group Capital Ltd | 1.03% | Add +5.1% | 29,608 | $939K |
| Arete Wealth Advisors, LLC | 0.06% | Add +6.9% | 29,474 | $935K |
| Altus Wealth Group LLC | 0.34% | Reduce -7.6% | 29,470 | $935K |
| SOA Wealth Advisors, LLC. | 0.16% | Reduce -9.8% | 29,449 | $934K |
| Buska Wealth Management, LLC | 0.34% | Add +1.6% | 29,448 | $934K |
| Essex Bank | 0.20% | Add +35.7% | 29,448 | $933K |
| Financial Planning Hawaii, Inc. | 0.50% | Add +10.4% | 29,419 | $933K |
| Creekside Partners | 0.34% | Add +2.4% | 29,395 | $932K |
| J. Safra Sarasin Holding AG | 0.01% | New | 29,363 | $931K |
| North Star Asset Management Inc. | 0.04% | Add +17.6% | 29,235 | $927K |
| Immaculate Wealth Management LLC | 6.27% | Reduce -1.1% | 29,204 | $926K |
| Crusonia Wealth Advisors LLC | 0.15% | Add +6.7% | 29,201 | $926K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.4% | 29,174 | $925K |
| Northstar Financial Companies, Inc. | 0.62% | Add +2.4% | 28,944 | $918K |
| Almanack Investment Partners, LLC. | 0.12% | Add +170.2% | 28,939 | $918K |
| Russell Investments Group, Ltd. | 0.00% | Add +22.8% | 28,904 | $917K |
| Cadent Capital Advisors, LLC | 0.19% | Add +6.3% | 28,896 | $916K |
| AllGen Financial Advisors, Inc. | 0.20% | Reduce -10.3% | 28,866 | $915K |
| Cooper Financial Group | 0.08% | Reduce -10.8% | 28,701 | $910K |
| Fulton Bank, N.A. | 0.03% | Add +8.7% | 28,694 | $910K |
| Valicenti Advisory Services Inc. | 0.17% | Reduce -0.7% | 28,679 | $909K |
| Old Mission Investment Co LLC | 0.19% | Add +8.3% | 28,646 | $908K |
| Legacy Capital Wealth Partners, LLC | 0.17% | Reduce -7.7% | 28,643 | $908K |
| CCG Wealth Management, LLC | 0.21% | Add +0.6% | 28,586 | $906K |
| Key Financial Inc | 0.15% | Add +0.1% | 28,583 | $906K |
| Bailard, Inc. | 0.02% | Add +0.0% | 28,538 | $905K |
| SHP Wealth Management | 0.06% | Reduce -1.9% | 28,498 | $904K |
| Front Row Advisors LLC | 0.26% | Reduce -2.5% | 26,303 | $901K |
| Advisor OS, LLC | 0.06% | Reduce -5.8% | 28,411 | $901K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Add +65.3% | 28,323 | $898K |
| Perissos Private Wealth Management, LLC | 0.61% | Add +8.0% | 28,306 | $898K |
| FSM Wealth Advisors, LLC | 0.10% | Add +11.7% | 28,294 | $897K |
| Ullmann Wealth Partners Group, LLC | 0.08% | Add +0.0% | 28,250 | $896K |
| Evolution Wealth Management Inc. | 0.52% | Reduce -9.1% | 28,088 | $891K |
| R2 Capital Strategies, LLC | 0.40% | — | 27,892 | $884K |
| Sage Financial Group Inc. | 0.05% | Add +1.0% | 27,792 | $881K |
| Bernardo Wealth Planning LLC | 0.15% | Add +0.6% | 27,613 | $876K |
| Orcam Financial Group | 0.43% | Reduce -1.4% | 27,503 | $872K |
| Brasada Capital Management, LP | 0.16% | Reduce -0.4% | 27,438 | $870K |
| Proathlete Wealth Management LLC | 0.21% | Add +4807.2% | 27,431 | $869K |
| Certuity, LLC | 0.04% | No change | 21,946 | $867K |
| Wealth Enhancement Trust Services, Inc. | 0.10% | Add +9.7% | 27,338 | $867K |
| Summit Wealth & Retirement Planning, Inc. | 0.18% | Add +23.4% | 27,300 | $866K |
| CMH Wealth Management LLC | 0.13% | Reduce -1.6% | 27,285 | $865K |
| BNC Wealth Management, LLC | 0.21% | Reduce -3.3% | 27,238 | $864K |
| First Foundation Advisors | 0.03% | Add +88.3% | 27,228 | $863K |
| Oarsman Capital, Inc. | 0.09% | Reduce -6.2% | 27,204 | $863K |
| Mfa Wealth Advisors, LLC | 0.15% | Reduce -12.2% | 27,175 | $862K |
| Stratos Investment Management, LLC | 0.03% | Reduce -8.3% | 27,165 | $861K |
| Investment Management Trust, LLC | 0.77% | Add +35.3% | 27,139 | $861K |
| Sawgrass Asset Management LLC | 0.11% | No change | 27,134 | $860K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +31.3% | 26,997 | $856K |
| Brookwood Investment Group LLC | 0.10% | Reduce -11.7% | 26,981 | $856K |
| Calamos Wealth Management LLC | 0.03% | Add +0.4% | 26,885 | $853K |
| Vanguard Advisers Inc. | 0.00% | Add +13.8% | 26,842 | $851K |
| Evergreen Capital Management LLC | 0.01% | Add +3.0% | 26,727 | $848K |
| TFR Capital, LLC. | 0.24% | Reduce -7.0% | 26,696 | $847K |
| Schmidt P J Investment Management Inc. | 0.13% | Add +5.6% | 26,666 | $846K |
| CGN Advisors LLC | 0.06% | Reduce -2.3% | 26,485 | $840K |
| Golden State Wealth Management, LLC | 0.08% | Add +19.4% | 26,461 | $839K |
| Firestone Capital Management | 0.16% | Add +2.7% | 26,419 | $838K |
| Keystone Wealth Services, LLC | 0.15% | Add +14.2% | 26,291 | $834K |
| JBR Co Financial Management Inc | 0.30% | Reduce -20.9% | 26,252 | $832K |
| Strategies Wealth Advisors, LLC | 0.07% | Add +6.0% | 26,235 | $832K |
| Balboa Wealth Partners | 0.11% | Add +16.6% | 26,184 | $830K |
| S&A Financial Services, Inc. | 0.51% | Add +0.3% | 26,129 | $829K |
| Ridgecrest Wealth Partners, LLC | 0.39% | Reduce -6.6% | 25,766 | $817K |
| Johnson Financial Group, Inc. | 0.03% | No change | 25,743 | $816K |
| Wilkins Miller Wealth Management, LLC | 0.45% | Reduce -2.3% | 25,694 | $815K |
| Advisor Resource Council | 0.27% | Add +31.1% | 25,198 | $812K |
| Fort Sheridan Advisors LLC | 0.09% | Reduce -1.0% | 25,595 | $812K |
| Demars Financial Group, LLC | 0.22% | Reduce -3.7% | 25,585 | $811K |
| Ted Buchan & Co | 0.27% | Reduce -1.8% | 25,544 | $810K |
| Stonebrook Private Inc. | 0.15% | Reduce -0.5% | 25,528 | $809K |
| Gerald Baker Financial Group LLC | 0.23% | Add +0.8% | 25,519 | $809K |
| Hayek Kallen Investment Management | 0.25% | Reduce -3.7% | 25,471 | $808K |
| Bonfire Financial | 0.52% | No change | 25,412 | $806K |
| Keating Financial Advisory Services, Inc. | 0.11% | Reduce -1.2% | 25,390 | $805K |
| Breakwater Capital Group | 0.10% | Add +0.1% | 25,388 | $805K |
| Brown Wealth Management, LLC | 0.18% | Add +60.0% | 25,354 | $804K |
| Cypress Capital, LLC | 0.22% | Add +13.2% | 25,301 | $802K |
| MidAtlantic Capital Management, Inc. | 0.50% | Reduce -1.3% | 25,223 | $800K |
| Eldridge Investment Advisors, Inc. | 0.16% | Add +0.6% | 25,054 | $794K |
| NorthRock Partners, LLC | 0.01% | Add +46.5% | 25,047 | $794K |
| Capital Advisors Wealth Management, LLC | 0.09% | Add +25.3% | 24,944 | $791K |
| NewCorp Financial Services, Inc. | 0.60% | Add +1.2% | 24,897 | $789K |
| Rather & Kittrell, Inc. | 0.11% | Reduce -35.2% | 24,872 | $789K |
| Value Investment Professionals, LLC | 0.66% | New | 24,845 | $788K |
| Nixon Peabody Trust Co. | 0.06% | New | 24,843 | $788K |
| Mather Group, Llc. | 0.01% | Add +13.9% | 24,816 | $787K |
| FF Advisors,LLC | 0.29% | Reduce -0.9% | 24,793 | $786K |
| Rench Wealth Management, Inc. | 0.21% | Reduce -7.7% | 24,733 | $784K |
| Calton & Associates, Inc. | 0.11% | New | 24,732 | $784K |
| Councilor Wealth, LLC | 0.32% | Reduce -7.5% | 24,712 | $784K |
| Chapin Davis, Inc. | 0.14% | Add +0.1% | 24,566 | $779K |
| RCW Management, LLC | 0.70% | Reduce -2.3% | 24,520 | $778K |
| Patrick M Sweeney & Associates, Inc. | 0.45% | Add +5.0% | 24,515 | $777K |
| Pinnacle Bancorp, Inc. | 0.20% | No change | 24,468 | $776K |
| Builder Investment Group Inc. | 0.15% | Reduce -1.0% | 24,454 | $775K |
| Mission Creek Capital Partners, Inc. | 0.14% | Add +13.1% | 24,396 | $774K |
| Telos Capital Management, Inc. | 0.07% | Reduce -20.7% | 24,386 | $773K |
| Stewardship Advisors, LLC | 0.16% | Add +0.3% | 24,355 | $772K |
| Trust Co. of Toledo NA | 0.06% | No change | 24,283 | $770K |
| Saxony Capital Management, LLC | 0.35% | Add +190.0% | 24,184 | $767K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +0.2% | 23,565 | $767K |
| Keystone Financial Group | 0.05% | Add +67.5% | 24,141 | $766K |
| SP Asset Management LLC | 0.06% | Add +0.8% | 24,102 | $764K |
| CDM Financial Counseling Services, Inc. | 0.66% | Reduce -2.8% | 24,085 | $764K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -15.1% | 24,016 | $762K |
| Capital Planning LLC | 0.22% | Add +8.3% | 23,998 | $761K |
| Abound Wealth Management | 0.15% | Reduce -1.6% | 23,929 | $759K |
| FSB Premier Wealth Management, Inc. | 0.21% | Add +0.4% | 23,895 | $758K |
| Clear Trail Advisors, LLC | 0.12% | New | 23,887 | $757K |
| Ducere Wealth Management LLC | 0.23% | New | 23,797 | $755K |
| Point Windward Advisors Inc. | 0.34% | Add +17.3% | 23,700 | $752K |
| Federated Hermes, Inc. | 0.00% | No change | 23,700 | $752K |
| Jefferies Financial Group Inc. | 0.01% | No change | 23,599 | $748K |
| Schrum Private Wealth Management LLC | 0.77% | Reduce -64.5% | 10,072 | $748K |
| Cassady Wealth & Retirement Planning, LLC | 0.35% | Reduce -3.5% | 23,585 | $748K |
| RMR Wealth Builders | 0.05% | Add +101.7% | 23,540 | $746K |
| waypoint wealth counsel | 0.47% | Add +0.2% | 23,426 | $743K |
| WFA of San Diego, LLC | 0.61% | Reduce -6.7% | 21,512 | $741K |
| Oakmont Advisory Group, LLC | 0.62% | Add +17.9% | 23,331 | $740K |
| Hutchens & Kramer Investment Management Group, LLC | 0.20% | Add +36.1% | 23,312 | $739K |
| Aegis Wealth Management LLC | 0.35% | Add +53.9% | 23,238 | $737K |
| LifePlan Financial, LLC | 0.52% | Reduce -2.4% | 23,199 | $736K |
| Capital Management Associates, Inc | 0.15% | Reduce -4.8% | 23,138 | $734K |
| Tenon Financial LLC | 0.24% | Add +55.2% | 23,132 | $734K |
| Regions Financial Corp. | 0.00% | Add +9.4% | 23,130 | $733K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -4.0% | 23,130 | $733K |
| Element Wealth, LLC | 0.28% | Add +2.3% | 23,075 | $732K |
| Lantern Wealth Advisors, LLC | 0.33% | Add +1.4% | 23,005 | $729K |
| Aerodigm Wealth, LLC | 0.25% | No change | 22,958 | $728K |
| Fulcrum Capital LLC | 0.15% | No change | 22,885 | $726K |
| Lyell Wealth Management, LP | 0.04% | Add +0.4% | 22,830 | $724K |
| Meridian Wealth Advisors, LLC | 0.08% | No change | 22,818 | $724K |
| Paladin Advisory Group, LLC | 0.48% | Reduce -0.9% | 22,714 | $720K |
| Dale Q Rice Investment Management Ltd | 0.39% | Reduce -1.1% | 22,557 | $715K |
| Berkshire Asset Management LLC | 0.03% | Reduce -2.2% | 22,534 | $715K |
| SVB Wealth LLC | 0.04% | Reduce -3.3% | 22,531 | $714K |
| Range Advisory, LLC | 0.09% | Add +54.3% | 22,520 | $714K |
| Ascentis Independent Advisors | 1.92% | Reduce -95.0% | 22,477 | $713K |
| Journey Retirement Planning & Investment Management LLC | 0.55% | Add +1.7% | 22,362 | $709K |
| Storen Legacy Partners, LLC | 0.19% | Reduce -0.2% | 22,309 | $707K |
| Commonwealth Retirement Investments LLC | 0.19% | Reduce -6.0% | 22,205 | $704K |
| 1900 Wealth Management LLC | 0.04% | Reduce -1.6% | 22,161 | $703K |
| Eddie Patel Inc | 0.42% | Reduce -0.5% | 22,070 | $700K |
| Mezzasalma Advisors, LLC | 0.14% | Reduce -1.0% | 22,045 | $699K |
| Key Client Fiduciary Advisors, LLC | 0.20% | Add +16.8% | 22,000 | $698K |
| Fairway Wealth LLC | 0.16% | No change | 21,957 | $696K |
| Members Wealth LLC | 0.38% | Reduce -0.4% | 21,924 | $695K |
| Level Wealth Management LLC | 0.28% | Reduce -23.4% | 21,876 | $694K |
| Bay Rivers Group | 0.24% | Add +17.1% | 21,870 | $694K |
| OMC Financial Services LTD | 0.23% | Reduce -1.5% | 21,783 | $691K |
| Signaturefd, LLC | 0.01% | Reduce -3.8% | 21,722 | $689K |
| Cross Staff Investments Inc | 0.39% | Add +11.4% | 21,693 | $688K |
| Gemmer Asset Management LLC | 0.05% | Add +1.5% | 21,618 | $686K |
| Rosenberg Matthew Hamilton | 0.13% | Reduce -8.1% | 21,542 | $683K |
| Aldebaran Financial Inc. | 0.55% | No change | 21,500 | $682K |
| Clear Point Advisors Inc. | 0.60% | Add +57.2% | 21,491 | $681K |
| American Trust | 0.05% | Add +2.9% | 21,464 | $681K |
| Tudor Investment Corporation | 0.00% | Reduce -65.6% | 21,388 | $678K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -4.3% | 21,313 | $676K |
| Concentrum Wealth Management | 0.16% | Reduce -8.0% | 21,111 | $669K |
| Mach-1 Financial Group, LLC | 0.26% | Add +18.9% | 21,106 | $669K |
| Tidemark, LLC | 0.15% | Add +0.4% | 21,066 | $668K |
| Clayton Financial Group LLC | 0.37% | No change | 21,000 | $666K |
| Nuveen, LLC | 0.00% | New | 20,989 | $666K |
| Commonwealth Financial Services, LLC | 0.09% | Add +0.3% | 20,910 | $663K |
| JFS Wealth Advisors, LLC | 0.03% | Add +245.2% | 20,885 | $662K |
| Steffes Financial, Ltd. | 0.29% | Reduce -0.5% | 20,862 | $662K |
| Abbot Financial Management, Inc. | 0.24% | No change | 20,800 | $660K |
| Sharkey, Howes & Javer | 0.08% | Add +0.2% | 20,763 | $658K |
| Comprehensive Money Management Services LLC | 0.41% | Add +0.8% | 20,639 | $654K |
| Unify Financial Advisors | 0.60% | No change | 20,589 | $653K |
| Axim Planning & Wealth | 0.92% | Add +42.8% | 20,534 | $651K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +7.0% | 20,522 | $651K |
| N.E.W. Advisory Services LLC | 0.04% | Add +17.0% | 20,505 | $650K |
| Colonial Trust Co / SC | 0.08% | No change | 20,360 | $650K |
| Fortitude Advisory Group L.L.C. | 0.25% | Add +42.7% | 20,479 | $649K |
| Salomon & Ludwin, LLC | 0.05% | Reduce -4.8% | 20,282 | $646K |
| Cary Street Partners Investment Advisory LLC | 0.13% | Reduce -35.2% | 20,353 | $645K |
| Ballentine Partners, LLC | 0.01% | Reduce -49.2% | 20,228 | $641K |
| Patten & Patten Inc. | 0.03% | Add +0.3% | 20,221 | $641K |
| Hancock Whitney Corp. | 0.01% | Add +37.8% | 20,207 | $641K |
| Martin Capital Partners, LLC | 0.23% | Reduce -6.4% | 20,097 | $637K |
| PDS Planning, Inc | 0.04% | Add +1.0% | 20,054 | $636K |
| Avantra Family Wealth, Inc. | 0.41% | Add +1.2% | 20,015 | $635K |
| Shelton Capital Management | 0.01% | No change | 20,000 | $634K |
| Pflug Koory, LLC | 0.25% | Add +1.8% | 19,974 | $633K |
| Tranquility Partners, LLC | 0.22% | Add +0.1% | 19,966 | $633K |
| Basepoint Wealth LLC | 0.36% | Add +0.9% | 19,920 | $632K |
| Brick & Kyle, Associates | 0.21% | No change | 20,561 | $631K |
| Laraway Financial Advisors Inc | 0.38% | Add +79.8% | 19,887 | $631K |
| Robinhood Asset Management, LLC | 0.03% | Add +30.3% | 19,869 | $630K |
| Pacific Center for Financial Services | 0.14% | Add +96.9% | 19,780 | $627K |
| Three Bearings Fiduciary Advisors, Inc. | 0.56% | Add +2.2% | 19,660 | $623K |
| Bedel Financial Consulting, Inc. | 0.06% | Reduce -40.5% | 19,611 | $622K |
| Beacon Capital Management, LLC | 0.09% | Reduce -2.6% | 19,578 | $621K |
| Financial Gravity Companies, Inc. | 0.10% | — | 19,497 | $618K |
| Zacks Investment Management | 0.00% | Reduce -3.0% | 19,318 | $613K |
| Optima Capital LLC | 0.24% | Add +0.5% | 19,297 | $612K |
| Miramontes Capital, LLC | 0.19% | New | 19,280 | $611K |
| Pure Financial Advisors, LLC | 0.01% | Add +17.9% | 19,279 | $611K |
| Red Crane Wealth Management, LLC | 0.45% | Reduce -1.5% | 19,271 | $611K |
| BSW Wealth Partners | 0.07% | Reduce -10.9% | 19,263 | $611K |
| Glenmede Trust Co. NA | 0.00% | Reduce -10.3% | 19,219 | $609K |
| Weik Capital Management | 0.23% | Reduce -25.8% | 19,105 | $606K |
| Meriwether Wealth & Planning, LLC | 0.30% | Add +0.7% | 19,041 | $604K |
| Blue Chip Partners, LLC | 0.04% | Reduce -1.1% | 18,943 | $601K |
| Global Assets Advisory, LLC | 0.13% | New | 18,790 | $601K |
| Cardinal Point Capital Management ULC | 0.03% | Reduce -8.3% | 18,936 | $600K |
| Octavia Wealth Advisors, LLC | 0.05% | Reduce -7.0% | 18,929 | $600K |
| First Financial Corp. | 0.21% | Reduce -5.3% | 18,917 | $600K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -9.4% | 18,901 | $599K |
| Argent Advisors, Inc. | 0.15% | Reduce -26.2% | 18,899 | $599K |
| FC Advisory LLC | 0.16% | Add +0.2% | 18,898 | $599K |
| PW Nova Financial Services LLC | 0.13% | Reduce -0.4% | 18,793 | $596K |
| Triad Wealth Partners, LLC | 0.04% | Add +3.3% | 17,714 | $594K |
| Andrews, Lucia Wealth Management LLC | 0.31% | No change | 18,704 | $593K |
| Markowski Investments | 0.13% | — | 18,606 | $590K |
| Howland Capital Management LLC | 0.02% | Add +21.0% | 18,550 | $588K |
| SMART Wealth LLC | 0.13% | Add +102.2% | 18,497 | $587K |
| Tsfg, LLC | 0.07% | Add +0.5% | 18,405 | $584K |
| Chancellor Financial Group WB LP | 0.36% | New | 18,400 | $583K |
| Sherman Wealth Management LLC | 0.44% | Reduce -3.1% | 18,359 | $582K |
| Sterling Investment Advisors, Ltd. | 0.10% | Add +0.0% | 18,331 | $581K |
| Verity & Verity, LLC | 0.04% | Reduce -14.3% | 18,306 | $580K |
| Omega Financial Group, LLC | 0.18% | Add +0.7% | 18,277 | $580K |
| Obermeyer Wealth Partners | 0.02% | Reduce -21.4% | 18,267 | $579K |
| Mirador Capital Partners LP | 0.07% | Add +0.0% | 18,246 | $579K |
| Pine Haven Investment Counsel, Inc | 0.39% | Add +7.1% | 18,219 | $578K |
| Legacy Financial Advisors, Inc. | 0.07% | Add +0.1% | 18,207 | $577K |
| Accredited Investors Inc. | 0.02% | New | 18,192 | $577K |
| Citrine Capital LLC | 0.21% | Add +4.2% | 18,153 | $576K |
| Financial Management, Inc. | 0.47% | Add +0.8% | 18,115 | $574K |
| Integrity Advisory Solutions, LLC | 0.06% | Add +15.7% | 18,096 | $574K |
| GDS Wealth Management | 0.03% | New | 18,088 | $574K |
| Wealth Management Partners, LLC | 0.13% | Reduce -1.6% | 18,007 | $571K |
| COFG Advisors, LLC | 0.10% | New | 17,976 | $570K |
| Heritage Oak Wealth Advisors LLC | 0.17% | Add +9.5% | 17,945 | $569K |
| Innova Wealth Partners | 0.23% | Add +39.3% | 17,898 | $568K |
| Downshift Financial, LLC | 0.26% | Reduce -0.4% | 17,896 | $567K |
| Planned Solutions, Inc. | 0.16% | Add +1.8% | 17,888 | $567K |
| Unique Wealth, LLC | 0.07% | Add +4.2% | 17,861 | $566K |
| Fearless Solutions, LLC dba Best Invest | 0.30% | Reduce -0.1% | 17,857 | $566K |
| Duncker Streett & Co. Inc. | 0.10% | Add +9.1% | 17,844 | $566K |
| Angeles Wealth Management, LLC | 0.03% | Add +2.1% | 17,832 | $565K |
| Resonant Capital Advisors, LLC | 0.03% | Add +14.3% | 17,788 | $564K |
| Carmel Capital Partners, LLC | 0.19% | Add +9.2% | 17,779 | $564K |
| SkyOak Wealth, LLC | 0.09% | Add +0.2% | 17,761 | $563K |
| Ketron Financial | 0.17% | Reduce -6.8% | 17,758 | $563K |
| Delta Investment Management, LLC | 0.09% | Add +12.9% | 17,746 | $563K |
| Sigma Investment Counselors Inc. | 0.03% | Reduce -0.2% | 17,662 | $560K |
| Silver Lake Advisory, LLC | 0.20% | Reduce -0.2% | 17,658 | $560K |
| Uptick Partners, LLC | 0.09% | Add +0.0% | 17,654 | $560K |
| Wilson & Boucher Capital Management, LLC | 0.33% | New | 17,645 | $560K |
| Planning Project LLC | 0.11% | — | 16,033 | $559K |
| Clarkston Capital Partners, LLC | 0.05% | Add +0.0% | 17,611 | $558K |
| Kraft, Davis & Associates, LLC | 0.12% | Reduce -3.3% | 17,193 | $557K |
| Basso Capital Management, L.P. | 0.14% | No change | 17,534 | $556K |
| Herold Advisors, Inc. | 0.11% | Add +59.5% | 17,381 | $556K |
| Appleton Partners Inc. | 0.03% | Reduce -23.2% | 17,420 | $552K |
| Encompass More Asset Management | 0.08% | New | 17,377 | $551K |
| Centerpoint Advisors, LLC | 0.16% | Add +0.0% | 17,342 | $550K |
| Ring Mountain Capital, LLC | 0.23% | Reduce -1.2% | 17,327 | $549K |
| Strata Wealth Advisors, LLC | 0.13% | No change | 17,319 | $549K |
| Archer Investment Corp | 0.11% | Add +103.8% | 17,317 | $549K |
| Stone Wealth Partners | 0.40% | Reduce -1.5% | 17,245 | $547K |
| Versant Capital Management, Inc | 0.05% | Add +919.7% | 17,202 | $545K |
| Seneca House Advisors | 0.19% | Reduce -8.3% | 17,200 | $545K |
| 1ST Source Bank | 0.02% | Add +0.3% | 17,188 | $545K |
| Plus Group Wealth Advisors LLC | 0.51% | Add +0.9% | 17,184 | $545K |
| Daytona Street Capital LLC | 0.40% | No change | 16,802 | $544K |
| Wealthstar Advisors, LLC | 0.27% | No change | 17,122 | $543K |
| Armstrong Advisory Group, Inc. | 0.03% | Add +4.4% | 17,111 | $543K |
| Clark Asset Management, LLC | 0.04% | Add +104.5% | 17,079 | $542K |
| IFC & Insurance Marketing, Inc. | 0.48% | Add +95.5% | 17,067 | $541K |
| Cura Wealth Advisors, LLC | 0.23% | Add +2.2% | 17,049 | $541K |
| Impact Capital Partners LLC | 0.15% | Add +0.8% | 16,997 | $539K |
| Davis R M Inc. | 0.01% | Reduce -3.7% | 16,794 | $533K |
| Accelerate Investment Advisors LLC | 0.31% | Add +128.2% | 16,756 | $531K |
| Rossby Financial, LCC | 0.10% | Add +74.0% | 16,705 | $530K |
| Sovereign Financial Group, Inc. | 0.08% | Add +4.8% | 16,661 | $528K |
| Sankala Group LLC | 0.35% | Add +75.3% | 15,230 | $527K |
| UMB Bank, n.a. | 0.01% | Add +44.2% | 16,535 | $524K |
| Cypress Capital Group | 0.05% | Add +10.0% | 16,500 | $523K |
| Northwest Wealth Management, LLC | 0.07% | New | 16,393 | $520K |
| Cornerstone Wealth, LLC | 0.26% | Reduce -2.5% | 16,043 | $519K |
| Bridgewealth Advisory Group, LLC | 0.10% | Reduce -1.7% | 16,331 | $518K |
| Sentinel Pension Advisors, LLC | 0.07% | Add +4.8% | 15,735 | $518K |
| Pegasus Asset Management, Inc. | 0.15% | Add +36.3% | 16,228 | $515K |
| Chokshi & Queen Wealth Advisors, Inc | 0.24% | Add +3.9% | 16,155 | $512K |
| Eagle Rock Investment Company, LLC | 0.06% | Reduce -3.9% | 16,132 | $512K |
| Cornerstone Advisors Asset Management, LLC | 0.07% | New | 16,123 | $511K |
| OFS Enterprise LLC | 0.13% | Add +0.6% | 16,104 | $511K |
| Vicus Capital | 0.03% | Add +37.8% | 16,088 | $510K |
| Team Hewins, LLC | 0.14% | Add +0.9% | 16,018 | $508K |
| Clare Market Investments LLC | 0.09% | Reduce -8.6% | 16,000 | $507K |
| Maia Wealth LLC | 0.07% | Add +25.2% | 15,998 | $507K |
| Independent Wealth Advisors LLC | 0.46% | Add +0.3% | 15,997 | $507K |
| Safe Harbor Fiduciary, LLC | 0.39% | Add +5.2% | 15,946 | $506K |
| Burling Wealth Partners, LLC | 0.07% | New | 15,900 | $504K |
| Kingsman Wealth Management, Inc. | 0.24% | Add +0.0% | 15,861 | $503K |
| Sanchez Wealth Management Group | 0.09% | No change | 15,829 | $502K |
| Clark Capital Management Group, Inc. | 0.00% | Add +15.6% | 15,819 | $502K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 15,533 | $500K |
| CM Wealth Advisors LLC | 0.09% | No change | 15,667 | $497K |
| Wingate Wealth Advisors, Inc. | 0.22% | No change | 15,650 | $496K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Add +1.8% | 15,645 | $496K |
| Optivise Advisory Services LLC | 0.25% | Add +70.3% | 15,584 | $494K |
| Timmons Wealth Management, LLC | 0.36% | Reduce -8.7% | 15,566 | $494K |
| Crescent Grove Advisors, LLC | 0.04% | Add +25.4% | 15,527 | $492K |
| Cornerstone Planning, LLC | 0.11% | Add +0.0% | 15,517 | $492K |
| Stokes Family Office, LLC | 0.06% | No change | 15,510 | $492K |
| Aspen Wealth Strategies, LLC | 0.24% | Add +0.4% | 15,494 | $491K |
| GenWealth Group, Inc. | 0.08% | Reduce -1.0% | 15,490 | $491K |
| Greenspring Advisors, LLC | 0.03% | Add +4.5% | 15,420 | $489K |
| Worth Asset Management, LLC | 0.16% | Reduce -2.4% | 15,416 | $489K |
| Pinnacle Wealth Management Group, Inc. | 0.23% | Add +1.0% | 15,341 | $486K |
| Darden Wealth Group Inc | 0.19% | Add +0.0% | 15,323 | $486K |
| Kane Investment Management, Inc. | 0.21% | Add +5.9% | 15,227 | $483K |
| Wealth Effects LLC | 0.13% | Add +12.3% | 15,226 | $483K |
| Blue Trust, Inc. | 0.01% | Add +1.5% | 15,177 | $481K |
| Hardin Capital Partners, LLC | 0.22% | Add +57.7% | 15,066 | $479K |
| Trustmark Bank Trust Department | 0.03% | Reduce -39.0% | 15,094 | $479K |
| Causey Wealth LLC | 0.19% | Add +0.8% | 15,085 | $478K |
| DKM Wealth Management, Inc. | 0.31% | No change | 15,060 | $478K |
| Tandem Financial, LLC | 0.15% | Reduce -4.6% | 15,043 | $477K |
| 1832 Asset Management L.P. | 0.00% | No change | 15,036 | $477K |
| Fiduciary Family Office, LLC | 0.12% | No change | 15,000 | $476K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +34.5% | 14,981 | $475K |
| Kachkovsky & Fisher, Inc. | 0.45% | — | 14,885 | $472K |
| DDD Partners, LLC | 0.03% | Add +0.2% | 14,830 | $470K |
| Patton Albertson Miller Group, LLC | 0.05% | Reduce -7.4% | 14,830 | $470K |
| D L Carlson Investment Group Inc. | 0.07% | Add +2.3% | 14,790 | $469K |
| Alley Investment Management Company, LLC | 0.05% | Add +0.6% | 14,765 | $468K |
| HRT Financial LP | 0.00% | New | 14,723 | $466K |
| Leisure Capital Management | 0.15% | Reduce -11.3% | 14,683 | $466K |
| Lodestone Wealth Management LLC | 0.16% | Add +5.2% | 14,677 | $465K |
| Acorn Financial Advisory Services Inc. | 0.06% | Add +5.3% | 14,676 | $465K |
| Private Client Services, LLC | 0.12% | Add +3.2% | 14,643 | $464K |
| Sage Investment Counsel LLC | 0.46% | Reduce -2.1% | 14,635 | $464K |
| Brown, Lisle/Cummings, Inc. | 0.10% | Add +59.3% | 14,555 | $462K |
| Sunflower Bank, N.A. | 0.11% | No change | 14,501 | $460K |
| Strategic Advisors LLC | 0.10% | Add +2.2% | 14,486 | $459K |
| Caldwell Sutter Capital, Inc. | 0.17% | Add +12.8% | 14,460 | $459K |
| Kavar Capital Partners Group, LLC | 0.06% | Add +0.3% | 14,435 | $458K |
| AlTi Global, Inc. | 0.01% | New | 14,429 | $458K |
| Helium Advisors LLC | 0.38% | Add +16.1% | 14,420 | $457K |
| Ballast, Inc. | 0.09% | No change | 14,415 | $457K |
| Sensible Money, LLC | 0.12% | Add +3.5% | 14,304 | $454K |
| Grandview Asset Management LLC | 0.11% | Add +24.6% | 14,248 | $452K |
| AA Financial Advisors, LLC | 0.05% | Add +0.4% | 14,238 | $451K |
| Waterfront Wealth Inc. | 0.07% | Add +17.4% | 13,862 | $449K |
| Topsail Wealth Management, LLC | 0.06% | No change | 14,142 | $448K |
| Investment Partners Asset Management, Inc. | 0.25% | Add +0.0% | 14,139 | $448K |
| Quest 10 Wealth Builders, Inc. | 0.35% | Add +1053.7% | 14,098 | $447K |
| Harbor Investment Advisory, LLC | 0.03% | Reduce -2.3% | 14,096 | $447K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 14,076 | $446K |
| Second Line Capital, LLC | 0.08% | Add +0.3% | 14,046 | $445K |
| Old North State Wealth Management, LLC | 0.19% | Add +0.8% | 13,992 | $444K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -2.7% | 13,945 | $442K |
| Schneider Downs Wealth Management Advisors, LP | 0.04% | New | 13,940 | $442K |
| Avion Wealth | 0.08% | Add +0.8% | 13,968 | $442K |
| Leading Edge Financial Planning LLC | 0.08% | Reduce -5.3% | 13,930 | $442K |
| TAGStone Capital, Inc. | 0.14% | New | 13,911 | $441K |
| Lafayette Investments, Inc. | 0.08% | New | 13,910 | $441K |
| Future Financial Wealth Managment LLC | 0.28% | Add +3.3% | 13,436 | $441K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.10% | Reduce -42.1% | 4,757 | $439K |
| Straight Path Wealth Management | 0.10% | Add +11.6% | 13,786 | $437K |
| ZynergyRetirementPlanningLLC | 0.24% | No change | 13,779 | $437K |
| Rowlandmiller & Partners.adv | 0.08% | Add +0.1% | 13,716 | $435K |
| Hamilton Capital, LLC | 0.02% | Add +24.3% | 13,682 | $434K |
| Forum Private Client Group LLC | 0.13% | Add +29.7% | 13,671 | $434K |
| Studio Investment Management LLC | 0.07% | Reduce -1.1% | 13,641 | $433K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -59.8% | 13,527 | $431K |
| Pursue Wealth Partners LLC | 0.24% | New | 13,584 | $431K |
| Wealth Architects, LLC | 0.03% | Add +1.1% | 13,582 | $431K |
| Cyr Financial Inc. | 0.22% | Reduce -1.6% | 13,550 | $430K |
| Seelaus Asset Management LLC | 0.30% | Add +48.6% | 13,449 | $426K |
| Generation Capital Management LLC | 0.26% | Add +0.2% | 13,441 | $426K |
| Frederick Financial Consultants, LLC | 0.18% | Reduce -1.0% | 13,414 | $425K |
| Stockman Wealth Management, Inc. | 0.04% | Reduce -7.5% | 13,388 | $425K |
| Bernicke Wealth Management, Ltd. | 0.05% | Add +32.8% | 13,313 | $422K |
| TrustWell Financial Advisors, LLC | 0.36% | Add +0.2% | 13,246 | $420K |
| Loudon Investment Management, LLC | 0.21% | Add +0.4% | 13,211 | $419K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +1105.8% | 13,119 | $419K |
| RM Financial Services, LLC | 0.31% | No change | 13,190 | $418K |
| Godsey & Gibb, Inc. | 0.03% | Reduce -1.7% | 13,175 | $418K |
| Planning Strategies Inc. | 0.26% | — | 13,156 | $417K |
| RKL Wealth Management LLC | 0.03% | Add +0.3% | 13,152 | $417K |
| First Horizon Corp. | 0.02% | No change | 13,041 | $414K |
| NovaPoint Capital, LLC | 0.09% | No change | 13,035 | $413K |
| Secure Asset Management, LLC | 0.06% | Reduce -10.1% | 13,033 | $413K |
| WealthPoint Financial, LLC | 0.30% | Add +7.1% | 12,987 | $412K |
| Hendershot Investments Inc. | 0.05% | No change | 12,949 | $411K |
| Old National Bancorp | 0.01% | Reduce -6.4% | 12,942 | $410K |
| CX Institutional | 0.01% | Add +123.5% | 12,935 | $410K |
| Ballast Rock Private Wealth LLC | 0.19% | Add +2.9% | 12,918 | $410K |
| Flagstar Securities, Inc. | 0.12% | Add +14.7% | 12,910 | $409K |
| GGM Financial LLC | 0.16% | Add +0.2% | 12,894 | $409K |
| GW Henssler & Associates Ltd. | 0.02% | Add +4.0% | 12,848 | $407K |
| Frisch Financial Group, Inc. | 0.07% | Reduce -10.2% | 12,806 | $406K |
| Compass Advisory Group LLC | 0.10% | Reduce -8.9% | 12,804 | $406K |
| Prevail Innovative Wealth Advisors, LLC | 0.06% | No change | 12,800 | $406K |
| Signature Equity Partners, LLC | 0.19% | Add +10.1% | 12,799 | $406K |
| Tandem Investment Partners LLC | 0.31% | Add +8.9% | 12,788 | $406K |
| Nautilus Advisors LLC | 0.24% | Add +33.7% | 12,504 | $405K |
| Horizon Investment Services, LLC | 0.11% | Add +5.7% | 12,758 | $405K |
| Uptown Financial Advisors LLC | 0.30% | No change | 12,750 | $404K |
| Vista Finance, LLC | 0.23% | No change | 12,750 | $404K |
| Harbor Asset Planning, Inc. | 0.30% | Add +0.6% | 12,722 | $403K |
| Amicus Financial Advisors, LLC | 0.10% | Add +0.1% | 12,670 | $402K |
| UNIVEST FINANCIAL Corp | 0.02% | Add +5.8% | 12,662 | $401K |
| Medallion Wealth Advisors, LLC | 0.13% | Reduce -25.8% | 12,654 | $401K |
| Winter & Associates, Inc. | 0.30% | Reduce -5.0% | 12,648 | $401K |
| Shakespeare Wealth Management, LLC | 0.11% | No change | 12,624 | $400K |
| Fairfield, Bush & Co. | 0.20% | Add +3.8% | 12,620 | $400K |
| Cascade Financial Partners, LLC | 0.03% | No change | 12,570 | $399K |
| Castle Wealth Management LLC | 0.12% | Add +0.8% | 12,565 | $398K |
| Stone Summit Wealth LLC | 0.10% | No change | 12,555 | $398K |
| First American Trust, FSB | 0.02% | New | 12,552 | $398K |
| Security National Bank of Sioux City Iowa | 0.16% | Add +14.7% | 12,537 | $398K |
| Garton & Associates Financial Advisors LLC | 0.89% | Add +34.0% | 12,461 | $395K |
| Ridgeline Wealth Planning, LLC | 0.25% | Reduce -3.6% | 12,461 | $395K |
| Tobias Financial Advisors, Inc. | 0.05% | Add +0.1% | 12,382 | $393K |
| Arta Finance Wealth Management LLC | 0.17% | Add +4.1% | 12,363 | $392K |
| Bingham Private Wealth, LLC | 0.27% | Reduce -0.4% | 12,358 | $392K |
| Sacks & Associates, LLC | 0.26% | Add +0.1% | 11,669 | $392K |
| Redwood Family Wealth LLC | 0.35% | Reduce -9.4% | 12,334 | $391K |
| Heritage Wealth Management, Inc. | 0.10% | New | 12,319 | $391K |
| Smith Salley Wealth Management | 0.02% | Add +0.8% | 12,296 | $390K |
| NorthCoast Asset Management LLC | 0.01% | Add +2.8% | 12,251 | $388K |
| DB&C Advisors, LLC | 0.42% | Add +46.8% | 12,220 | $387K |
| Rehmann Capital Advisory Group | 0.02% | Add +15.7% | 12,219 | $387K |
| Outlook Wealth Advisors, LLC | 0.08% | Add +54.0% | 12,150 | $385K |
| J2 Capital Management Inc | 0.26% | No change | 12,139 | $385K |
| Twin Tree Management, LP | 0.06% | New | 12,136 | $385K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +10.5% | 12,065 | $384K |
| QRG Capital Management, Inc. | 0.00% | Add +38.4% | 12,114 | $384K |
| Covington Investment Advisors Inc. | 0.05% | Reduce -0.6% | 12,107 | $384K |
| Partners Wealth Management, LLC | 0.38% | No change | 12,095 | $384K |
| Elm3 Financial Group, LLC | 0.26% | New | 12,048 | $382K |
| Dearborn Partners LLC | 0.02% | Add +67.3% | 11,893 | $377K |
| SK Wealth Management, LLC | 0.08% | Reduce -6.1% | 10,976 | $375K |
| EagleClaw Capital Managment, LLC | 0.05% | Add +0.6% | 11,740 | $372K |
| J.E. Simmons & Co., P.C. | 0.21% | No change | 11,719 | $372K |
| Capital Investment Counsel, LLC | 0.05% | Reduce -4.7% | 11,708 | $371K |
| Collaborative Capital Advisors LLC | 0.23% | — | 11,700 | $371K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.04% | Add +23.1% | 11,699 | $371K |
| Invesco Ltd. | 0.00% | Add +14.7% | 11,676 | $370K |
| Fortis Capital Advisors, LLC | 0.04% | Add +29.7% | 11,661 | $370K |
| HM Payson & Co. | 0.00% | Add +0.1% | 11,652 | $369K |
| Edgestream Partners, L.P. | 0.01% | Reduce -84.7% | 11,642 | $369K |
| Cape Cod Five Cents Savings Bank | 0.03% | — | 11,620 | $368K |
| Destination Wealth Management | 0.01% | Add +6.1% | 11,511 | $365K |
| Granite Bay Wealth Management, LLC | 0.03% | New | 11,525 | $365K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Reduce -2.3% | 11,451 | $363K |
| First Trust Advisors LP | 0.00% | Add +2.1% | 11,448 | $363K |
| SIMA Wealth Partners, LLC | 0.26% | Add +0.0% | 11,418 | $362K |
| OneAscent Wealth Management LLC | 0.11% | Reduce -5.0% | 11,392 | $361K |
| JB Capital LLC | 0.01% | Add +0.8% | 11,367 | $360K |
| GAMMA Investing LLC | 0.01% | No change | 11,366 | $360K |
| PTM Wealth Management, LLC | 0.16% | Reduce -5.8% | 10,808 | $360K |
| Pacific Sage Partners, LLC | 0.05% | No change | 11,320 | $359K |
| GatePass Capital, LLC | 0.14% | Add +2.0% | 11,317 | $359K |
| Peak Retirement Planning, Inc. | 0.06% | Add +4.4% | 11,317 | $359K |
| WoodTrust Financial Corp | 0.04% | Add +36.2% | 11,294 | $358K |
| Wealth Management Associates, Inc. | 0.10% | Add +47.2% | 11,249 | $357K |
| Legacy Advisory Services, LLC | 0.25% | Add +10.2% | 11,197 | $355K |
| Heirloom Wealth Management | 0.05% | No change | 11,181 | $355K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Add +4.6% | 11,168 | $354K |
| Financial Advisors Network, Inc. | 0.04% | Reduce -0.1% | 11,139 | $353K |
| Creative Financial Designs Inc. | 0.02% | Add +66.6% | 11,113 | $352K |
| Anchor Capital Advisors LLC | 0.01% | New | 11,061 | $351K |
| Global Trust Asset Management, LLC | 0.11% | Reduce -1.3% | 11,030 | $350K |
| Rialto Wealth Management, LLC | 0.07% | Add +369.7% | 10,991 | $349K |
| Lowery Thomas, LLC | 0.17% | Add +4.6% | 10,974 | $348K |
| Atlas Wealth LLC | 0.06% | New | 10,956 | $347K |
| GoalVest Advisory LLC | 0.06% | Reduce -6.3% | 10,936 | $347K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 10,923 | $346K |
| Roberts Wealth Advisors, LLC | 0.08% | Add +0.8% | 10,893 | $345K |
| Noble Wealth Partners LLC | 0.30% | — | 10,881 | $345K |
| Alteri Wealth LLC | 0.10% | Add +8.6% | 10,850 | $344K |
| Apeiron RIA LLC | 0.09% | Reduce -47.4% | 10,822 | $343K |
| William John Sempolinski | 0.14% | New | 10,820 | $343K |
| Atlanta Consulting Group Advisors, LLC | 0.05% | New | 10,808 | $343K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.1% | 10,805 | $343K |
| Greenhouse Wealth Management, LLC | 0.24% | Reduce -54.9% | 10,800 | $342K |
| Northcape Wealth Management, LLC | 0.09% | No change | 10,800 | $342K |
| apricus wealth, LLC | 0.16% | Add +0.3% | 10,799 | $342K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.23% | Add +1.7% | 10,753 | $341K |
| GEM Asset Management, LLC | 0.13% | Add +44.5% | 10,747 | $341K |
| Leeward Financial Partners, LLC | 0.09% | No change | 10,741 | $341K |
| Toth Financial Advisory Corp. | 0.03% | Add +9.4% | 10,724 | $340K |
| Heck Capital Advisors, LLC | 0.02% | Reduce -4.5% | 10,695 | $339K |
| Innovative Wealth Building LLC | 0.20% | Add +15.6% | 10,678 | $339K |
| Mason Investment Advisory Services, Inc. | 0.01% | New | 10,675 | $339K |
| Bank of Nova Scotia | 0.00% | New | 10,670 | $338K |
| IMG Wealth Management, Inc. | 0.19% | Add +63.7% | 10,623 | $337K |
| Argonautica Private Wealth Management, Inc. | 0.08% | New | 10,602 | $336K |
| Montz Harcus Wealth Management LLC | 0.12% | New | 10,592 | $336K |
| Buck Wealth Strategies, LLC | 0.04% | Reduce -4.4% | 10,551 | $335K |
| Morris Financial Concepts, Inc. | 0.10% | No change | 10,545 | $334K |
| LOM Asset Management Ltd | 0.09% | Add +8.8% | 10,529 | $334K |
| Trust Co. of Vermont | 0.01% | — | 10,521 | $334K |
| Delta Asset Management LLC | 0.03% | No change | 10,500 | $333K |
| Wolff Wiese Magana LLC | 0.15% | Add +0.5% | 10,429 | $331K |
| McElhenny Sheffield Capital Management, LLC | 0.08% | No change | 10,425 | $331K |
| Collaborative Wealth Managment Inc. | 0.14% | Add +0.6% | 10,399 | $330K |
| Tiller Private Wealth, Inc. | 0.10% | Add +1.7% | 10,396 | $330K |
| Conservest Capital Advisors, Inc. | 0.03% | Add +0.9% | 10,330 | $328K |
| Cascade Wealth Advisors, Inc | 0.13% | No change | 9,660 | $327K |
| Nalls Sherbakoff Group, LLC | 0.23% | Reduce -55.9% | 10,317 | $327K |
| Ascent Group, LLC | 0.01% | New | 10,274 | $326K |
| Valley Financial Group, Inc. | 0.16% | Reduce -4.4% | 10,224 | $324K |
| Procyon Advisors, LLC | 0.01% | Add +12.0% | 10,203 | $324K |
| BridgePort Financial Solutions, LLC | 0.08% | New | 10,160 | $322K |
| Centerpoint Advisory Group | 0.20% | No change | 10,158 | $322K |
| Merited Wealth, LLC | 0.23% | Reduce -56.4% | 10,130 | $321K |
| Synergy Asset Management, LLC | 0.03% | Reduce -80.5% | 10,127 | $321K |
| Thrive Capital Management, LLC | 0.06% | Add +8.1% | 10,110 | $321K |
| Clarendon Private LLC | 0.20% | Add +0.8% | 10,039 | $318K |
| 1620 Investment Advisors, Inc. | 0.20% | Reduce -20.4% | 10,011 | $317K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 10,000 | $317K |
| Marco Investment Management LLC | 0.02% | No change | 9,986 | $317K |
| MBL Wealth, LLC | 0.02% | No change | 9,926 | $315K |
| Empire Financial Management Company, LLC | 0.12% | Add +1.2% | 9,918 | $314K |
| Heritage Trust Co | 0.03% | No change | 9,916 | $314K |
| Woodward Diversified Capital, LLC | 0.14% | No change | 9,914 | $314K |
| Veracity Capital LLC | 0.08% | No change | 9,909 | $314K |
| Drive Wealth Management, LLC | 0.06% | Reduce -13.5% | 9,908 | $314K |
| Lewis Asset Management, LLC | 0.11% | Add +16.5% | 9,905 | $314K |
| Boomfish Wealth Group, LLC | 0.14% | Add +6.7% | 9,898 | $314K |
| Investmark Advisory Group LLC | 0.12% | Reduce -2.0% | 9,872 | $313K |
| Westwood Holdings Group Inc. | 0.00% | No change | 9,857 | $313K |
| Maple Capital Management, Inc. | 0.02% | Reduce -36.1% | 9,850 | $312K |
| Trinity Legacy Partners, LLC | 0.06% | Reduce -3.2% | 9,450 | $312K |
| North Capital, Inc. | 0.24% | Add +16.6% | 9,834 | $312K |
| Everest Private Wealth | 0.12% | New | 9,790 | $310K |
| R. W. Roge & Company, Inc. | 0.13% | No change | 9,785 | $310K |
| River Wealth Advisors LLC | 0.03% | Reduce -2.2% | 9,774 | $310K |
| Virtue Capital Management, LLC | 0.04% | New | 9,746 | $309K |
| MeadowBrook Investment Advisors LLC | 0.25% | Reduce -4.4% | 9,737 | $309K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 9,706 | $309K |
| Piscataqua Savings Bank | 0.21% | Reduce -5.8% | 9,718 | $308K |
| Western Reserve Capital Management, LLC | 0.23% | No change | 9,696 | $307K |
| Burford Brothers, Inc. | 0.11% | Add +0.0% | 9,694 | $307K |
| ESL Trust Services, LLC | 0.05% | Reduce -18.5% | 9,667 | $307K |
| Main Street Group, LTD | 0.08% | Reduce -15.8% | 9,664 | $306K |
| Fairfield Financial Advisors, LTD | 0.12% | Reduce -33.2% | 9,646 | $306K |
| Johnson Bixby & Associates, LLC | 0.03% | No change | 9,642 | $306K |
| Allegiance Financial Group Advisory Services LLC | 0.05% | Reduce -7.0% | 9,631 | $305K |
| Harmony Asset Management LLC | 0.08% | No change | 9,585 | $304K |
| RPS Advisory Solutions LLC | 0.20% | New | 9,556 | $303K |
| Fulton Breakefield Broenniman LLC | 0.02% | Add +7.0% | 9,527 | $302K |
| Oakworth Capital, Inc. | 0.01% | No change | 9,482 | $301K |
| Provident Wealth Management, LLC | 0.08% | Add +3.8% | 9,442 | $299K |
| ATLas Financial Planning LLC | 0.24% | Add +0.0% | 9,441 | $299K |
| Millennium Management | 0.00% | Add +28.2% | 9,437 | $299K |
| HCR Wealth Advisors | 0.03% | Add +6.4% | 9,407 | $298K |
| Caitlin John, LLC | 0.16% | Add +5846.5% | 9,336 | $296K |
| Trivium Point Advisory, LLC | 0.03% | Add +7.3% | 9,304 | $295K |
| Impact Partnership Wealth, LLC | 0.03% | New | 9,283 | $294K |
| Welch Group, LLC | 0.01% | Add +37.7% | 9,258 | $294K |
| Bellwether Advisors, LLC | 0.04% | New | 9,252 | $293K |
| Whittier Trust Co. | 0.00% | Add +11.1% | 9,093 | $293K |
| Bulwark Capital Corp | 0.16% | Reduce -0.3% | 9,204 | $292K |
| Atlantic Family Wealth, LLC | 0.19% | Reduce -16.5% | 9,173 | $291K |
| Alpha Financial Partners LLC | 0.15% | New | 9,172 | $291K |
| Burney Co./ | 0.01% | New | 9,171 | $291K |
| MidFirst Bank | 0.02% | No change | 9,116 | $289K |
| St Germain D J Co. Inc. | 0.01% | Reduce -0.5% | 9,104 | $289K |
| Argus Investors' Counsel, Inc. | 0.22% | No change | 9,077 | $288K |
| WESPAC Advisors SoCal, LLC | 0.05% | No change | 9,075 | $288K |
| Klingman & Associates, LLC | 0.01% | No change | 9,074 | $288K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 9,033 | $286K |
| Quotient Wealth Partners, LLC | 0.01% | Add +22.3% | 9,013 | $286K |
| TCFG Investment Advisors, LLC | 0.10% | Add +1.5% | 8,989 | $285K |
| Hunter Perkins Capital Management, LLC | 0.06% | No change | 8,985 | $285K |
| Wealth Alliance Advisory Group, LLC | 0.04% | Add +7.2% | 8,967 | $284K |
| BDFS Capital LLC | 0.12% | Add +0.0% | 8,962 | $284K |
| Faithward Advisors, LLC | 0.03% | Reduce -18.9% | 8,947 | $284K |
| CPR Investments Inc. | 0.22% | New | 8,918 | $283K |
| West Paces Advisors Inc. | 0.05% | Add +0.1% | 8,903 | $282K |
| Hamrick Investment Counsel, llc | 0.19% | Reduce -2.2% | 8,893 | $282K |
| Serenus Wealth Advisors, LLC | 0.05% | No change | 8,883 | $282K |
| Lansing Street Advisors | 0.06% | Add +0.8% | 8,871 | $281K |
| Fortune Financial Group, Inc. | 0.22% | New | 8,863 | $281K |
| Landing Point Financial Group, LLC | 0.10% | Add +1.3% | 8,837 | $280K |
| Roberts Glore & Co. Inc. | 0.07% | No change | 8,835 | $280K |
| Daviman Financial, LLC | 0.15% | No change | 8,832 | $280K |
| Legacy Financial Group LLC | 0.03% | No change | 8,808 | $279K |
| Kwmg, LLC | 0.02% | Add +11.8% | 8,804 | $279K |
| TCI Wealth Advisors, Inc. | 0.01% | Reduce -1.4% | 8,759 | $278K |
| Firethorn Wealth Partners, LLC | 0.09% | Add +15.6% | 8,750 | $277K |
| Lazari Capital Management, Inc. | 0.09% | Add +11.9% | 8,747 | $277K |
| Gallagher Capital Advisors, LLC | 0.16% | New | 8,742 | $277K |
| Palouse Capital Management, Inc. | 0.18% | Add +137.7% | 8,738 | $277K |
| Santori & Peters, Inc. | 0.08% | New | 8,735 | $277K |
| Fiduciary Financial Group, LLC | 0.03% | Add +5.3% | 8,733 | $277K |
| Clientfirst Wealth Management, LLC | 0.23% | No change | 8,700 | $276K |
| Becker Capital Management Inc. | 0.01% | New | 8,680 | $275K |
| Townsquare Capital LLC | 0.05% | Add +0.1% | 8,680 | $275K |
| Solstein Capital, LLC | 0.09% | Add +157.0% | 8,660 | $275K |
| FSA Advisors, Inc. | 0.13% | New | 8,648 | $274K |
| CarsonAllaria Wealth Management, Ltd. | 0.12% | New | 8,649 | $274K |
| Portland Financial Advisors Inc | 0.50% | Add +10.3% | 8,612 | $273K |
| Quantum Financial Partners LLC | 0.14% | — | 8,597 | $273K |
| L. Roy Papp & Associates, LLP | 0.03% | No change | 8,595 | $273K |
| International Private Wealth Advisors LLC | 0.14% | Reduce -6.1% | 8,590 | $272K |
| Proficio Capital Partners LLC | 0.01% | No change | 8,577 | $272K |
| Harfst & Associates, Inc. | 0.04% | Reduce -5.3% | 8,552 | $271K |
| Bright Futures Wealth Management, LLC. | 0.18% | New | 8,550 | $271K |
| Argos Wealth Advisors, LLC | 0.07% | No change | 8,535 | $271K |
| Coston, McIsaac & Partners | 0.05% | Add +209.3% | 8,554 | $270K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 8,500 | $270K |
| Trust Point Inc. | 0.02% | New | 8,494 | $269K |
| Smart Money Group LLC | 0.07% | Add +0.5% | 8,487 | $269K |
| Fortis Group Advisors, LLC | 0.04% | Reduce -8.7% | 8,474 | $269K |
| Jag Capital Management, LLC | 0.03% | Add +0.2% | 8,454 | $268K |
| Roble, Belko & Company, Inc | 0.03% | Add +2.3% | 8,458 | $268K |
| Black Diamond Financial, LLC | 0.02% | New | 8,418 | $267K |
| DV Trading LLC | 0.02% | Reduce -31.7% | 8,400 | $266K |
| Jamison Private Wealth Management, Inc. | 0.03% | Add +0.3% | 8,396 | $266K |
| BlackDiamond Wealth Management, LLC | 0.11% | New | 7,774 | $266K |
| Elm Partners Management LLC | 0.01% | Add +4.7% | 8,382 | $266K |
| Broadleaf Partners, LLC | 0.05% | Add +4.0% | 8,377 | $266K |
| Thompson David Blair | 0.13% | Reduce -9.7% | 8,374 | $266K |
| Cynosure Group, LLC | 0.04% | No change | 8,355 | $265K |
| Bauman Advisory Group, LLC | 0.14% | Reduce -94.2% | 8,354 | $265K |
| TBH Global Asset Management, LLC | 0.05% | Add +0.2% | 8,350 | $265K |
| Syntegra Private Wealth Group, LLC | 0.02% | No change | 8,317 | $264K |
| Geneva Partners, LLC | 0.07% | New | 8,311 | $264K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -8.1% | 8,296 | $263K |
| Ballast Financial Advisors LLC | 0.24% | Reduce -1.4% | 8,276 | $262K |
| X-Square Capital, LLC | 0.07% | New | 8,267 | $262K |
| Sightline Wealth Advisors, LLC | 0.10% | Add +22.5% | 8,257 | $262K |
| Carter Financial, LLC | 0.20% | No change | 8,251 | $262K |
| Xxi Wealth, LLC | 0.12% | Add +0.8% | 8,199 | $260K |
| Finer Wealth Management, Inc. | 0.12% | Reduce -1.0% | 8,195 | $260K |
| Diversified Portfolios, Inc. | 0.02% | New | 8,177 | $259K |
| Crews Bank & Trust | 0.03% | Reduce -3.6% | 8,155 | $259K |
| YANKCOM Partnership | 0.09% | No change | 8,130 | $258K |
| Jackson Thornton Wealth Management, LLC | 0.02% | Add +0.7% | 8,122 | $258K |
| Confluence Wealth Services, Inc. | 0.01% | New | 8,103 | $257K |
| Westmount Partners, LLC | 0.06% | New | 8,084 | $256K |
| HMV Wealth Advisors, LLC | 0.10% | No change | 8,077 | $256K |
| Well Done, LLC | 0.03% | Reduce -10.4% | 8,067 | $256K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 8,055 | $255K |
| Blue Sky Capital Consultants Group, Inc. | 0.11% | Reduce -5.8% | 8,046 | $255K |
| Falcon Wealth Planning | 0.02% | Add +6.1% | 8,035 | $255K |
| Wagner Wealth Management, LLC | 0.05% | Add +0.8% | 8,026 | $255K |
| Midwest Capital Advisors, LLC | 0.10% | No change | 8,014 | $254K |
| Silver Oak Wealth Advisors Services, LLC | 0.15% | No change | 7,937 | $252K |
| PGIM Custom Harvest LLC | 0.00% | New | 7,926 | $251K |
| WealthCollab, LLC | 0.09% | Add +0.1% | 7,914 | $251K |
| Cape Ann Savings Bank | 0.12% | No change | 7,910 | $251K |
| New Hampshire Trust | 0.05% | Add +17.8% | 7,898 | $250K |
| Osprey Private Wealth LLC | 0.06% | No change | 7,893 | $250K |
| Barclays PLC | 0.00% | Add +293.4% | 7,868 | $249K |
| Peak Financial Management, Inc. | 0.06% | No change | 7,802 | $247K |
| Pacific Point Advisors, LLC | 0.11% | Reduce -0.2% | 7,755 | $246K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 7,992 | $245K |
| Heritage Investors Management Corp. | 0.01% | Reduce -7.3% | 7,713 | $245K |
| Guerra Pan Advisors, LLC | 0.14% | No change | 7,707 | $244K |
| Birch Financial Group, LLC | 0.13% | Reduce -1.9% | 7,678 | $243K |
| Forefront Analytics, LLC | 0.26% | Reduce -49.2% | 7,676 | $243K |
| Ellevest, Inc. | 0.03% | Add +5.1% | 7,424 | $243K |
| Private Wealth Group, LLC | 0.09% | New | 7,659 | $243K |
| Triangle Securities Wealth Management | 0.05% | Reduce -6.1% | 7,648 | $243K |
| Harbor Advisory Corp. | 0.06% | No change | 7,626 | $242K |
| Palisades Hudson Asset Management, L.P. | 0.08% | No change | 7,599 | $241K |
| Diligent Investors, LLC | 0.05% | New | 7,600 | $241K |
| WNY Asset Management, LLC | 0.02% | New | 7,524 | $239K |
| Copley Financial Group, Inc. | 0.14% | Reduce -7.1% | 7,522 | $239K |
| Foresight Capital Management Advisors, Inc. | 0.12% | Add +0.1% | 7,506 | $238K |
| Prospera Capital Management, LLC | 0.07% | New | 7,382 | $238K |
| Approach Retirement Advisors, LLC | 0.17% | No change | 7,500 | $238K |
| PUREfi Wealth, LLC | 0.13% | Reduce -16.7% | 7,500 | $238K |
| Davis Wealth Advisors, LLC | 0.18% | Reduce -26.5% | 7,497 | $238K |
| Canopy Partners, LLC | 0.07% | Add +0.2% | 7,486 | $237K |
| Coppell Advisory Solutions LLC | 0.02% | New | 13,535 | $237K |
| Norden Group LLC | 0.02% | Add +0.3% | 7,482 | $237K |
| Manchester Financial Inc. | 0.04% | Reduce -7.7% | 7,475 | $237K |
| Alternative Investment Advisors, LLC. | 0.09% | Add +1.1% | 7,472 | $237K |
| Flavin Financial Services, Inc. | 0.13% | Add +0.8% | 7,466 | $237K |
| Veratis Advisors, Inc. | 0.17% | — | 7,460 | $237K |
| Synergy Financial Group, LTD | 0.17% | Reduce -2.3% | 7,433 | $236K |
| Vaquero Private Wealth, Ltd. | 0.05% | — | 7,433 | $236K |
| Earned Wealth Advisors, LLC | 0.02% | New | 7,407 | $235K |
| Trilogy Capital Inc. | 0.01% | No change | 7,387 | $234K |
| Pekin Hardy Strauss, Inc. | 0.02% | New | 7,359 | $233K |
| Boulder Wealth Advisors, LLC | 0.08% | New | 7,327 | $232K |
| Luminvest Wealth Management LLC | 0.05% | New | 7,263 | $230K |
| MKD Wealth Coaches, LLC | 0.20% | No change | 7,261 | $230K |
| Peoples Bank | 0.12% | Reduce -0.0% | 7,253 | $230K |
| Permanent Capital Management, LP | 0.03% | New | 7,212 | $229K |
| Levin Capital Strategies, L.P. | 0.02% | New | 7,212 | $229K |
| Cornell Pochily Investment Advisors, Inc. | 0.06% | Reduce -7.7% | 7,200 | $228K |
| Robinson Smith Wealth Advisors LLC | 0.14% | No change | 7,191 | $228K |
| Ogorek Anthony Joseph /NY/ | 0.06% | Reduce -7.8% | 7,194 | $228K |
| Westside Investment Management, Inc. | 0.03% | No change | 7,175 | $228K |
| Bull Oak Capital, LLC | 0.08% | Add +3.0% | 7,173 | $227K |
| Bar Harbor Wealth Management | 0.01% | New | 7,161 | $227K |
| Insight Wealth Strategies, LLC | 0.02% | No change | 7,118 | $227K |
| Gibson Capital, LLC | 0.04% | No change | 7,143 | $227K |
| Carson Advisory Inc. | 0.10% | Add +6.2% | 7,133 | $226K |
| Harbor Group, Inc. | 0.03% | Reduce -9.8% | 7,083 | $225K |
| Portside Wealth Group, LLC | 0.03% | New | 7,070 | $224K |
| Investment Management Associates Inc. | 0.06% | New | 7,046 | $223K |
| Continental Investors Services, Inc. | 0.17% | Add +0.3% | 6,640 | $223K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 7,039 | $223K |
| Fulcrum Wealth Advisors, LLC | 0.17% | New | 7,028 | $223K |
| Ascension Capital Advisors, Inc. | 0.06% | No change | 6,990 | $222K |
| Elevated Financial Group LLC | 0.06% | Reduce -83.9% | 6,989 | $222K |
| Keebeck Wealth Management | 0.02% | Add +0.6% | 6,985 | $222K |
| National Wealth Management Group, LLC | 0.07% | Add +1.2% | 6,979 | $221K |
| Chatham Capital Group, Inc. | 0.03% | No change | 6,975 | $221K |
| Kestra Investment Management, LLC | 0.00% | New | 6,970 | $221K |
| Westhampton Capital, LLC | 0.09% | No change | 6,960 | $221K |
| Arkfeld Wealth Strategies, L.L.C. | 0.07% | New | 6,843 | $221K |
| Buckhead Capital Management LLC | 0.08% | No change | 6,950 | $220K |
| Obsidian Cio, LLC | 0.16% | Reduce -7.9% | 6,920 | $219K |
| TrustBank | 0.07% | No change | 6,900 | $219K |
| Venturi Wealth Management, LLC | 0.01% | Add +4.6% | 6,900 | $219K |
| Members Trust Co | 0.01% | No change | 6,891 | $219K |
| Ascent Advisors, LLC | 0.25% | Reduce -73.2% | 6,859 | $218K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.04% | Add +1.1% | 6,871 | $218K |
| Busey Bank | 0.01% | No change | 6,837 | $217K |
| Hutchinson Capital Management | 0.04% | New | 6,832 | $217K |
| Pine Harbor Wealth Management, LLC | 0.06% | No change | 6,806 | $216K |
| FWG Investments, LLC. | 0.11% | New | 6,802 | $216K |
| PMG Family Office LLC | 0.20% | No change | 6,801 | $216K |
| Norris Perne & French LLP | 0.01% | No change | 6,794 | $215K |
| Rydar Equities, Inc. | 0.12% | New | 6,568 | $215K |
| Weinberger Asset Management, Inc | 0.07% | New | 6,400 | $215K |
| Rockwood Wealth Management, LLC | 0.01% | New | 6,770 | $215K |
| Vontobel Holding Ltd. | 0.00% | Reduce -14.7% | 6,750 | $214K |
| Nilsine Partners, LLC | 0.01% | Add +0.1% | 6,750 | $214K |
| Estate Planners Group, LLC | 0.10% | New | 6,737 | $214K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.01% | Add +0.0% | 6,717 | $213K |
| Summit Global Investments | 0.01% | Reduce -7.1% | 6,718 | $213K |
| Briggs Wealth Management, Inc | 0.19% | No change | 6,708 | $213K |
| Northeast Investment Management | 0.01% | No change | 6,696 | $212K |
| Carr Financial Group Corp | 0.05% | New | 6,661 | $211K |
| Mainstream Capital Management LLC | 0.13% | No change | 6,649 | $211K |
| Susquehanna International Group, LLP | 0.00% | New | 6,648 | $211K |
| Performance Wealth Partners, LLC | 0.01% | Add +0.3% | 6,640 | $211K |
| Alpine Bank Wealth Management | 0.03% | No change | 6,636 | $210K |
| Hobbs Group Advisors, LLC | 0.06% | Add +0.5% | 6,588 | $209K |
| Beese Fulmer Investment Management, Inc. | 0.01% | Reduce -0.4% | 6,550 | $208K |
| Matrix Asset Advisors Inc. | 0.02% | Add +0.2% | 6,533 | $207K |
| Polymer Capital Management (HK) LTD | 0.02% | New | 6,500 | $206K |
| Cannon Wealth Management Services, LLC | 0.11% | Reduce -2.3% | 6,499 | $206K |
| First Financial Bankshares Inc | 0.00% | New | 6,496 | $206K |
| Clear Harbor Asset Management, LLC | 0.01% | New | 6,493 | $206K |
| Riverbend Wealth Management, LLC | 0.10% | New | 6,481 | $205K |
| Tactive Advisors, LLC | 0.05% | New | 6,437 | $204K |
| Berry Wealth Group, LP | 0.65% | New | 6,417 | $203K |
| Fiduciary Group, LLC | 0.02% | New | 6,394 | $203K |
| Cogent Private Wealth, Inc. | 0.13% | New | 6,392 | $203K |
| Purkiss Capital Advisors LLC | 0.08% | New | 6,391 | $203K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -6.7% | 6,338 | $201K |
| Wealth Advisors of Iowa, LLC | 0.05% | New | 6,322 | $200K |
| D'Orazio & Associates, Inc. | 0.02% | Reduce -11.5% | 6,318 | $200K |
| Valtinson Bruner Financial Planning LLC | 0.05% | New | 6,313 | $200K |
| Tailwinds Wealth, LLC | 0.12% | New | 6,309 | $200K |
| Vima LLC | 0.20% | — | 6,210 | $197K |
| Innovative Asset Advisors Group, LLC | 0.09% | Add +26.6% | 6,204 | $197K |
| Consultiva Wealth Management, Corp. | 0.44% | New | 6,200 | $197K |
| United Community Bank | 0.06% | Reduce -13.3% | 6,189 | $196K |
| Maryland Capital Advisors Inc. | 0.06% | — | 6,141 | $195K |
| American National Bank & Trust | 0.02% | New | 6,000 | $190K |
| Dunhill Financial, LLC | 0.04% | Reduce -0.0% | 5,966 | $189K |
| West Financial Advisors, LLC | 0.03% | Add +4.9% | 5,926 | $188K |
| Bullock Wealth Management Group | 0.08% | Add +1.8% | 5,656 | $180K |
| Kingdom Financial Group LLC. | 0.05% | Add +0.1% | 5,651 | $179K |
| DecisionPoint Financial, LLC | 0.03% | Add +22.2% | 5,418 | $173K |
| Accordant Advisory Group Inc | 0.11% | No change | 5,350 | $170K |
| Stone House Investment Management, LLC | 0.02% | Add +0.4% | 5,331 | $169K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.0% | 5,331 | $169K |
| ZEGA Investments, LLC | 0.03% | New | 5,203 | $165K |
| Rice Partnership, LLC | 0.02% | No change | 5,160 | $164K |
| CDKV Holdings LLC | 0.13% | No change | 5,100 | $162K |
| Forum Finance Group S.A. | 0.06% | New | 6,289 | $161K |
| Institute for Wealth Management, LLC. | 0.01% | Reduce -82.4% | 5,068 | $161K |
| Westfuller Advisors, LLC | 0.06% | Add +0.8% | 4,877 | $155K |
| Park National Corp. | 0.00% | Reduce -54.1% | 4,845 | $154K |
| Wellington-Altus USA Inc. | 0.11% | Reduce -10.6% | 4,900 | $150K |
| Ballast Advisors LLC | 0.04% | Add +31.3% | 4,677 | $148K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Reduce -19.3% | 4,623 | $147K |
| Meramec Financial Planners, LLC | 0.05% | Add +0.8% | 4,379 | $146K |
| Hantz Financial Services, Inc. | 0.00% | Add +6.7% | 4,506 | $143K |
| Aberdeen Wealth Management LLC | 0.07% | Reduce -40.0% | 4,500 | $143K |
| Cheviot Value Management, LLC | 0.01% | Add +0.2% | 4,465 | $142K |
| Indiana Trust & Investment Management Co | 0.04% | Reduce -9.1% | 4,386 | $139K |
| IAG Wealth Partners, LLC | 0.01% | No change | 4,308 | $137K |
| McDonald Partners LLC | 0.03% | New | 4,300 | $136K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Add +0.4% | 4,250 | $135K |
| Franklin Resources Inc. | 0.00% | Reduce -1.4% | 4,186 | $133K |
| Beacon Investment Advisory Services, Inc. | 0.00% | Add +0.1% | 4,170 | $132K |
| Ameliora Wealth Management Ltd. | 0.04% | New | 4,000 | $127K |
| SouthState Bank Corp | 0.01% | Reduce -62.3% | 3,984 | $126K |
| Granville Capital, Inc. | 0.06% | Reduce -50.0% | 3,942 | $125K |
| McGuire Capital Advisors Inc. | 0.07% | Add +1.1% | 3,834 | $122K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 3,804 | $121K |
| Grey Ledge Advisors, LLC | 0.02% | Reduce -0.6% | 3,778 | $120K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 3,732 | $118K |
| Navigoe, LLC | 0.06% | No change | 3,663 | $116K |
| Investment Research & Advisory Group, Inc. | 0.03% | Add +71120.0% | 3,561 | $113K |
| Cardiff Park Advisors, LLC | 0.01% | Reduce -34.1% | 3,399 | $108K |
| SJS Investment Consulting Inc. | 0.01% | Add +6.6% | 3,390 | $107K |
| Bayban | 0.08% | No change | 3,342 | $106K |
| Timbuktu Capital Management, LLC | 0.15% | — | 3,219 | $102K |
| Cornerstone National Bank & Trust Co | 0.03% | New | 3,184 | $101K |
| Tucker Asset Management LLC | 0.02% | Reduce -7.7% | 3,165 | $100K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,083 | $98K |
| Financial Life Planners | 0.06% | Add +0.8% | 3,082 | $98K |
| Arlington Trust Co LLC | 0.01% | No change | 3,000 | $95K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 3,000 | $95K |
| Twin Lakes Capital Management, LLC | 0.04% | Add +0.8% | 2,948 | $93K |
| Weaver Capital Management LLC | 0.02% | No change | 3,030 | $93K |
| Deutsche Bank AG | 0.00% | New | 2,925 | $93K |
| NFSG Corp | 0.01% | Reduce -4.8% | 2,833 | $90K |
| Union Savings Bank | 0.04% | Add +198.2% | 2,824 | $90K |
| EPG Wealth Management LLC | 0.02% | New | 2,813 | $89K |
| Robinswood Financial LLC | 0.02% | Add +50.4% | 2,735 | $87K |
| Aventura Private Wealth, LLC | 0.03% | No change | 2,709 | $86K |
| Signature Resources Capital Management, LLC | 0.03% | Add +85.1% | 2,647 | $84K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 2,604 | $83K |
| Center for Financial Planning, Inc. | 0.01% | No change | 2,598 | $82K |
| Brooklyn FI, LLC | 0.02% | New | 2,499 | $82K |
| WealthShield Partners, LLC | 0.01% | Reduce -96.2% | 2,525 | $80K |
| Highland Investment Advisors LLC | 0.03% | — | 2,525 | $80K |
| Gill Capital Partners, LLC | 0.02% | Add +105.3% | 2,493 | $79K |
| Founders Capital Management | 0.03% | Add +33.3% | 2,400 | $76K |
| Key Capital Management, INC | 0.04% | No change | 2,397 | $76K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 2,376 | $75K |
| First Bancorp, Inc | 0.03% | New | 2,375 | $75K |
| True Wealth Design, LLC | 0.02% | Reduce -81.1% | 2,365 | $75K |
| Evermay Wealth Management LLC | 0.01% | No change | 2,250 | $71K |
| EFG International AG | 0.00% | No change | 2,250 | $71K |
| Napier Financial, LLC | 0.01% | Add +42.3% | 2,134 | $68K |
| Covestor Ltd | 0.04% | Add +8.7% | 2,114 | $67K |
| First Community Trust NA | 0.03% | No change | 2,097 | $66K |
| Triumph Capital Management | 0.01% | Add +7.8% | 2,084 | $66K |
| Nemes Rush Group LLC | 0.01% | Add +0.8% | 2,033 | $64K |
| Roxbury Financial LLC | 0.05% | Add +0.4% | 2,007 | $64K |
| Pin Oak Investment Advisors Inc. | 0.04% | Add +0.9% | 1,933 | $61K |
| Van Den Berg Management I, Inc. | 0.01% | No change | 1,899 | $60K |
| Smallwood Wealth Investment Management, LLC | 0.03% | Reduce -9.5% | 1,839 | $58K |
| Addison Advisors LLC | 0.03% | Add +42.3% | 1,812 | $57K |
| Catherine Avery Investment Management LLC | 0.03% | New | 1,806 | $57K |
| Glassman Wealth Services | 0.01% | Reduce -77.0% | 1,780 | $56K |
| Tiaa Trust, National Association | 0.00% | No change | 1,765 | $56K |
| Godfrey Financial Associates, Inc. | 0.04% | Add +0.5% | 1,754 | $56K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,754 | $54K |
| Kennebec Savings Bank | 0.04% | Reduce -9.3% | 1,671 | $53K |
| Barrett & Company, Inc. | 0.01% | Reduce -45.3% | 1,645 | $52K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 1,635 | $52K |
| Frazier Financial Advisors, LLC | 0.02% | Add +2.2% | 1,533 | $49K |
| Hughes Financial Services, LLC | 0.01% | No change | 1,505 | $48K |
| Operose Advisors LLC | 0.01% | Reduce -8.1% | 1,449 | $46K |
| MTM Investment Management, LLC | 0.01% | No change | 1,422 | $45K |
| Acumen Wealth Advisors, LLC | 0.01% | Reduce -66.7% | 1,364 | $43K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -41.6% | 1,351 | $43K |
| HighMark Wealth Management LLC | 0.01% | Reduce -54.0% | 1,345 | $43K |
| Fairman Group, LLC | 0.03% | Add +109.7% | 1,304 | $41K |
| Basecamp Wealth Advisors LLC | 0.01% | Reduce -91.6% | 1,302 | $41K |
| Transce3nd, LLC | 0.36% | Reduce -1.3% | 1,261 | $41K |
| Sage Mountain Advisors LLC | 0.00% | No change | 1,221 | $39K |
| IFS Advisors, LLC | 0.02% | No change | 1,220 | $39K |
| CNB Bank | 0.01% | Reduce -32.6% | 1,215 | $39K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -42.0% | 1,161 | $37K |
| Mb, Levis & Associates, LLC | 0.01% | Add +0.8% | 1,151 | $37K |
| Blueline Advisors LLC | 0.02% | New | 1,120 | $36K |
| Tradewinds Capital Management, LLC | 0.01% | Reduce -77.1% | 1,088 | $34K |
| Dynamic Wealth Strategies, LLC | 0.02% | No change | 1,052 | $33K |
| Field & Main Bank | 0.01% | No change | 1,050 | $33K |
| Fortitude Family Office, LLC | 0.01% | No change | 1,050 | $33K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 1,050 | $33K |
| Heritage Wealth Advisors | 0.00% | Reduce -49.3% | 1,030 | $33K |
| KERR FINANCIAL PLANNING Corp | 0.04% | Reduce -0.9% | 1,000 | $32K |
| Gen-Wealth Partners Inc | 0.01% | Add +1377.6% | 990 | $31K |
| MilWealth Group LLC | 0.01% | No change | 990 | $31K |
| SWAN Capital LLC | 0.01% | Add +0.8% | 986 | $31K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 975 | $31K |
| Biltmore Family Office, LLC | 0.00% | No change | 974 | $31K |
| Aventus Investment Advisors, Inc. | 0.02% | No change | 960 | $30K |
| City State Bank | 0.01% | No change | 955 | $30K |
| Montag A & Associates Inc. | 0.00% | New | 950 | $30K |
| Mountain Hill Investment Partners Corp. | 0.02% | Add +4.9% | 948 | $30K |
| Cambient Family Office, LLC | 0.00% | Add +211.3% | 934 | $30K |
| Kilter Group LLC | 0.01% | No change | 921 | $29K |
| Merrithew & Thorsten Inc | 0.02% | Add +0.8% | 941 | $29K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 888 | $28K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 866 | $27K |
| Anchor Bay Capital, Inc. | 0.01% | — | 792 | $27K |
| Intesa Sanpaolo Wealth Management | 0.01% | No change | 840 | $27K |
| Phillips Financial Management, LLC | 0.00% | Reduce -0.3% | 810 | $26K |
| Byrne Asset Management LLC | 0.01% | New | 806 | $26K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 792 | $25K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.8% | 783 | $25K |
| Palladiem, LLC | 0.02% | No change | 768 | $24K |
| Activest Wealth Management | 0.00% | Reduce -89.1% | 762 | $24K |
| Burnham & Co LLC | 0.02% | — | 750 | $24K |
| Beacon Financial Strategies CORP | 0.01% | Add +0.5% | 744 | $24K |
| Hollencrest Capital Management | 0.00% | Add +44.9% | 742 | $24K |
| Imprint Wealth LLC | 0.09% | Add +0.8% | 737 | $23K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1036.5% | 716 | $23K |
| Tower View Wealth Management LLC | 0.01% | Add +26.3% | 711 | $23K |
| Quent Capital, LLC | 0.00% | Add +46.6% | 695 | $22K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 687 | $22K |
| Windsor Advisory Group, LLC | 0.01% | Add +15.0% | 652 | $21K |
| Integrity Financial Corp | 0.01% | No change | 652 | $21K |
| New England Capital Financial Advisors LLC | 0.00% | Add +0.8% | 648 | $21K |
| Toronto Dominion Bank | 0.00% | New | 639 | $20K |
| Atlatl Advisers LLC | 0.00% | New | 605 | $19K |
| Birchbrook, Inc. | 0.01% | Add +126.7% | 569 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +44.9% | 558 | $18K |
| Entrust Financial LLC | 0.01% | New | 522 | $17K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 514 | $16K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -1.2% | 512 | $16K |
| Private Wealth Management Group, LLC | 0.00% | Add +1002.2% | 496 | $16K |
| Vision Retirement, LLC | 0.00% | No change | 476 | $15K |
| High Note Wealth, LLC | 0.00% | No change | 450 | $14K |
| Coastline Trust Co | 0.00% | No change | 450 | $14K |
| First Pacific Financial | 0.00% | Reduce -90.4% | 448 | $14K |
| VSM Wealth Advisory, LLC | 0.00% | Add +0.7% | 445 | $14K |
| Carolina Wealth Advisors, LLC | 0.01% | New | 441 | $14K |
| Strategic Advocates LLC | 0.05% | Add +2.4% | 428 | $14K |
| Atwood & Palmer Inc. | 0.00% | No change | 413 | $13K |
| Winch Advisory Services, LLC | 0.00% | Add +143.9% | 139 | $13K |
| NorthAvenue LLC | 0.01% | No change | 399 | $13K |
| Vision Financial Markets LLC | 0.01% | Add +15.4% | 375 | $12K |
| Tompkins Financial Corp. | 0.00% | Reduce -25.5% | 353 | $11K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 344 | $11K |
| Greykasell Wealth Strategies, Inc. | 0.00% | Add +0.9% | 339 | $11K |
| Westend Capital Management, LLC | 0.00% | New | 333 | $11K |
| Cornerstone Financial Management LLC | 0.01% | No change | 330 | $10K |
| West Branch Capital LLC | 0.00% | Add +101.2% | 326 | $10K |
| Darwin Wealth Management, LLC | 0.00% | New | 302 | $10K |
| Noble Wealth Management PBC | 0.00% | No change | 300 | $10K |
| Legacy Bridge, LLC | 0.00% | No change | 300 | $10K |
| Hoey Investments, Inc. | 0.00% | New | 293 | $9K |
| JPL Wealth Management, LLC | 0.00% | No change | 291 | $9K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 266 | $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 +0.5% | 222 | $7K |
| Osbon Capital Management LLC | 0.01% | No change | 213 | $7K |
| Creative Capital Management Investments LLC | 0.00% | No change | 201 | $6K |
| Summit Securities Group LLC | 0.00% | New | 200 | $6K |
| Clean Yield Group | 0.00% | New | 185 | $6K |
| Citizens National Bank Trust Department | 0.00% | No change | 180 | $6K |
| Gables Capital Management Inc. | 0.00% | No change | 174 | $6K |
| Kozak & Associates, Inc. | 0.00% | No change | 155 | $5K |
| United Financial Planning Group LLC | 0.00% | No change | 149 | $5K |
| Silicon Valley Capital Partners | 0.00% | Add +44.0% | 144 | $5K |
| RHL Group, LLC | 0.00% | New | 137 | $4K |
| Delos Wealth Advisors, LLC | 0.00% | Add +0.8% | 134 | $4K |
| Go Invest LLC | 0.00% | Add +4.7% | 133 | $4K |
| Colonial Trust Advisors | 0.00% | Add +0.8% | 131 | $4K |
| Sittner & Nelson, LLC | 0.00% | No change | 126 | $4K |
| General Partner, Inc. | 0.00% | No change | 120 | $4K |
| REAP Financial Group, LLC | 0.00% | New | 100 | $3K |
| Chilton Capital Management LLC | 0.00% | No change | 100 | $3K |
| Hara Capital LLC | 0.00% | New | 97 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 92 | $3K |
| Advocate Investing Services LLC | 0.00% | Add +1.2% | 85 | $3K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 81 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 78 | $2K |
| Gleason Group, Inc. | 0.00% | No change | 76 | $2K |
| Investment Counsel Co. of Nevada | 0.00% | New | 73 | $2K |
| Networth Advisors, LLC | 0.00% | Add +1.4% | 70 | $2K |
| POM Investment Strategies, LLC | 0.00% | Reduce -95.2% | 45 | $1K |
| Bear Mountain Capital, Inc. | 0.00% | New | 40 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 40 | $1K |
| Ulland Investment Advisors, LLC | 0.00% | No change | 36 | $1K |
| Truvestments Capital LLC | 0.00% | No change | 30 | $951 |
| New Republic Capital, LLC | 0.00% | No change | 27 | $856 |
| Raelipskie Partnership | 0.00% | New | 25 | $793 |
| Affinity Wealth LLC | 0.00% | No change | 21 | $666 |
| Rexford Capital Inc. | 0.00% | New | 10 | $317 |
| Your Advocates Ltd., LLP | 0.00% | Add +75.0% | 7 | $222 |
| NORTHSTAR ASSET MANAGEMENT Co | 0.00% | New | 7 | $220 |
| Allied Private Wealth LLC | 0.00% | — | 6 | $194 |
| Wilkerson Advisory Group LLC | 0.00% | No change | 6 | $190 |
| Pillar Financial Advisors, LLC | 0.00% | New | 5 | $165 |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -99.9% | 4 | $118 |
| Eukles Asset Management | 0.00% | No change | 2 | $63 |
"% 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.