Schwab Emrg Mrkts Eqty ETFSCHEETF
13F holders, Q1 2025 (March 31)761holders +3
65new positions
56sold out
2famous investors
$27.53avg. 13F price*
At the end of Q1 2025, 761 institutions reported holding Schwab Emrg Mrkts Eqty ETF (SCHE) in their 13F filings, up 3 from Q4 2024. 65 opened new positions and 56 sold out. The largest holders were Creative Planning ($553.6M), Financial Engines Advisors L.L.C. ($500.6M) and HighTower Advisors, LLC ($271.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab Emrg Mrkts Eqty ETF
- CUSIP
- 808524706
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $24.3M |
| Exits | 56 | $26.7M |
All 13F filers, Q4 2024 → Q1 2025: 11,505,237 shares bought and 6,397,294 shares sold, net +5,107,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 761 holders
| Creative Planning | 0.52% | Reduce -1.7% | 20,078,302 | $553.6M |
| Financial Engines Advisors L.L.C. | 1.07% | Reduce -2.9% | 18,155,827 | $500.6M |
| HighTower Advisors, LLC | 0.37% | Add +17.8% | 9,855,049 | $271.7M |
| US Bancorp \de | 0.13% | Add +311.1% | 3,653,803 | $100.7M |
| SageView Advisory Group, LLC | 4.22% | Add +3.1% | 3,586,105 | $98.9M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -1.1% | 2,317,743 | $63.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -2.4% | 2,277,604 | $62.8M |
| Rebalance, LLC | 4.31% | Add +0.4% | 2,122,048 | $58.5M |
| Mather Group, Llc. | 0.67% | Add +5.6% | 2,113,788 | $58.3M |
| Rakuten Investment Management, Inc. | 0.25% | — | 2,013,903 | $55.6M |
| Morgan Stanley | 0.00% | Add +2.7% | 2,003,841 | $55.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +1.1% | 1,977,785 | $54.5M |
| Wealthspire Advisors, LLC | 0.31% | Add +101.4% | 1,891,296 | $52.1M |
| Orgel Wealth Management, LLC | 1.34% | Add +4.5% | 1,869,724 | $51.5M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -6.6% | 1,740,454 | $48.0M |
| Moneta Group Investment Advisors LLC | 0.64% | Add +7.0% | 1,692,636 | $46.7M |
| FMR LLC | 0.00% | Reduce -0.0% | 1,592,573 | $43.9M |
| Heartwood Wealth Advisors LLC | 4.80% | Add +0.6% | 1,523,909 | $42.0M |
| Mariner, LLC | 0.06% | Reduce -6.8% | 1,410,136 | $38.9M |
| Krilogy Financial LLC | 2.51% | Add +7.2% | 1,403,863 | $38.7M |
| Wells Fargo & Company | 0.01% | Add +6.5% | 1,339,649 | $36.9M |
| Cooper/Haims Advisors, LLC | 18.55% | Add +1.6% | 1,241,318 | $34.2M |
| Jones Financial Companies LLLP | 0.03% | Add +2.4% | 1,184,030 | $32.7M |
| BlueSky Wealth Advisors, LLC | 4.85% | Add +1.2% | 1,135,797 | $31.3M |
| HBK Sorce Advisory LLC | 0.92% | Add +57.5% | 1,134,892 | $31.3M |
| McAdam, LLC | 1.87% | Reduce -10.0% | 1,096,378 | $30.2M |
| Rainey & Randall Wealth Advisors Inc. | 5.67% | Add +1.3% | 1,051,080 | $29.0M |
| Sanctuary Advisors, LLC | 0.19% | Add +41.5% | 993,147 | $27.4M |
| Corient Private Wealth LP | 0.04% | Add +5.6% | 952,063 | $26.2M |
| Fund Evaluation Group, LLC | 1.11% | Add +86.3% | 931,410 | $25.7M |
| JMG Financial Group, Ltd. | 0.86% | Reduce -2.5% | 928,534 | $25.6M |
| Cerity Partners LLC | 0.05% | Add +0.6% | 873,881 | $24.1M |
| JPMorgan Chase & Co. | 0.00% | Add +63.5% | 832,357 | $22.9M |
| Cetera Investment Advisers | 0.04% | Add +13.1% | 750,607 | $20.7M |
| Pathstone Holdings, LLC | 0.09% | Add +99.2% | 738,918 | $20.4M |
| SCS Capital Management LLC | 0.26% | Add +21.1% | 733,854 | $20.2M |
| Clearwater Capital Advisors, LLC | 1.90% | Add +2.8% | 712,448 | $19.6M |
| Ballentine Partners, LLC | 0.34% | Reduce -0.9% | 708,813 | $19.5M |
| Prime Capital Investment Advisors, LLC | 0.22% | Add +83.7% | 682,274 | $18.8M |
| UBS Group AG | 0.00% | Reduce -0.5% | 680,717 | $18.8M |
| Benjamin Edwards Inc. | 0.26% | Reduce -15.5% | 673,066 | $18.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.46% | Add +11.1% | 653,554 | $18.0M |
| Charles Schwab Trust Co | 1.41% | Add +9.7% | 611,983 | $16.9M |
| Summit Wealth & Retirement Planning, Inc. | 4.70% | Add +4.4% | 555,973 | $15.3M |
| Osaic Holdings, Inc. | 0.03% | Add +27.9% | 543,593 | $15.0M |
| Alliance Wealth Management Group | 3.96% | Add +6.3% | 533,081 | $14.7M |
| Towercrest Capital Management | 2.79% | Add +6.3% | 533,081 | $14.7M |
| LPL Financial LLC | 0.01% | Reduce -3.8% | 494,853 | $13.6M |
| Klingenstein Fields & Co. LP | 0.57% | Reduce -1.4% | 490,494 | $13.5M |
| Pure Portfolios Holdings LLC | 4.95% | Add +1.4% | 488,784 | $13.5M |
| Waverly Advisors, LLC | 0.16% | Add +168.5% | 486,837 | $13.4M |
| Wooster Corthell Wealth Management, Inc. | 2.59% | Reduce -0.1% | 458,865 | $12.7M |
| Adamsbrown Wealth Consultants LLC | 3.72% | Add +14.3% | 429,011 | $11.8M |
| Naples Global Advisors, LLC | 1.10% | Add +4.1% | 418,272 | $11.5M |
| Focus Partners Wealth | 0.03% | Add +5.8% | 413,947 | $11.4M |
| Old Mission Capital LLC | 0.20% | Reduce -52.0% | 373,431 | $10.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -22.0% | 348,440 | $9.6M |
| Cresset Asset Management, LLC | 0.05% | Reduce -18.8% | 345,365 | $9.5M |
| TruNorth Capital Management, LLC | 2.37% | Add +5.1% | 345,328 | $9.5M |
| HC Advisors, LLC | 7.06% | Add +5.0% | 341,820 | $9.4M |
| Hantz Financial Services, Inc. | 0.17% | Reduce -1.9% | 340,882 | $9.4M |
| Steele Capital Management, Inc. | 0.49% | Reduce -0.6% | 338,644 | $9.3M |
| North Star Asset Management Inc. | 0.41% | Reduce -1.6% | 328,442 | $9.1M |
| Flow Traders U.S. LLC | 0.38% | Add +671.0% | 326,578 | $9.0M |
| Red Tortoise LLC | 4.66% | Reduce -2.6% | 324,192 | $8.9M |
| Brand Asset Management Group, Inc. | 3.66% | Add +5.1% | 318,459 | $8.8M |
| MorganRosel Wealth Management, LLC | 2.64% | Reduce -1.7% | 315,961 | $8.7M |
| Visionary Wealth Advisors | 0.52% | Reduce -2.1% | 315,286 | $8.7M |
| Zacks Investment Management | 0.08% | Add +1.4% | 302,077 | $8.3M |
| Seneca Financial Advisors LLC | 4.03% | Add +2.0% | 301,805 | $8.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.5% | 296,732 | $8.2M |
| Garde Capital, Inc. | 0.47% | Reduce -6.5% | 296,536 | $8.2M |
| Apriem Advisors | 0.96% | Reduce -5.3% | 296,182 | $8.2M |
| Captrust Financial Advisors | 0.02% | Reduce -14.7% | 280,831 | $7.7M |
| Main Street Financial Solutions, LLC | 0.67% | Add +9.1% | 279,035 | $7.7M |
| Callan Capital, LLC | 0.57% | Reduce -1.1% | 277,822 | $7.7M |
| Ballast Advisors LLC | 2.41% | Reduce -1.4% | 274,775 | $7.6M |
| Sierra Ocean, LLC | 5.94% | Add +6.3% | 272,821 | $7.5M |
| Wedmont Private Capital | 0.38% | Add +2.7% | 277,518 | $7.3M |
| RKL Wealth Management LLC | 0.67% | Reduce -10.6% | 259,626 | $7.2M |
| Cabot Wealth Management Inc. | 0.90% | Reduce -0.7% | 255,151 | $7.0M |
| Invst, LLC | 0.95% | Reduce -46.3% | 251,250 | $6.9M |
| Geneos Wealth Management Inc. | 0.23% | Add +0.2% | 247,520 | $6.8M |
| Boltwood Capital Management | 2.01% | Add +0.7% | 239,959 | $6.6M |
| Freedom Investment Management, Inc. | 0.55% | Add +3.5% | 238,263 | $6.6M |
| Bank of America Corp. | 0.00% | Reduce -44.5% | 237,636 | $6.6M |
| Sherwood Financial Partners, LLC | 6.28% | Add +1.1% | 234,715 | $6.5M |
| Gemmer Asset Management LLC | 0.64% | Add +3.8% | 233,498 | $6.4M |
| Ackerman Capital Advisors, LLC | 1.65% | Reduce -0.3% | 227,201 | $6.3M |
| Atria Investments, Inc | 0.08% | Add +0.6% | 222,631 | $6.1M |
| Courage Miller Partners, LLC | 2.08% | Add +1.6% | 222,293 | $6.1M |
| St. Louis Trust Co | 0.88% | No change | 220,000 | $6.1M |
| Marotta Asset Management | 1.18% | Add +8.8% | 206,733 | $6.0M |
| Boyd Wealth Management, LLC | 2.96% | Reduce -53.9% | 215,390 | $5.9M |
| Nicholas Hoffman & Company, LLC. | 0.22% | Add +0.3% | 211,481 | $5.8M |
| Stifel Financial Corp. | 0.01% | Reduce -8.9% | 207,265 | $5.7M |
| Strid Group, LLC | 0.88% | Reduce -0.1% | 204,773 | $5.6M |
| Cornerstone Wealth Advisors, Inc. | 1.57% | Reduce -1.7% | 204,466 | $5.6M |
| Arkansas Financial Group, Inc. | 0.96% | Reduce -3.1% | 218,022 | $5.6M |
| Raymond James Financial Inc. | 0.00% | Add +5.2% | 201,485 | $5.6M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +8.7% | 200,041 | $5.5M |
| SigFig Wealth Management, LLC | 0.20% | Add +3.0% | 389,704 | $5.5M |
| WBH Advisory Inc. | 0.51% | Add +3.8% | 198,301 | $5.5M |
| Guardian Financial Partners, LLC | 2.59% | Add +0.4% | 196,547 | $5.4M |
| Johnson Financial Group, LLC | 0.55% | Reduce -8.8% | 188,537 | $5.2M |
| Holistic Financial Partners | 2.48% | Reduce -15.5% | 186,503 | $5.1M |
| LifePlan Investment Advisors, Inc. | 2.89% | Add +2.5% | 182,472 | $5.0M |
| Rockbridge Investment Management, LCC | 0.59% | Reduce -5.2% | 181,872 | $5.0M |
| Kohmann Bosshard Financial Services, LLC | 0.59% | Add +0.1% | 180,405 | $5.0M |
| Power Wealth Management LLC | 1.96% | Add +15.2% | 176,084 | $4.9M |
| CX Institutional | 0.18% | No change | 174,090 | $4.8M |
| JFS Wealth Advisors, LLC | 0.32% | Reduce -2.7% | 171,610 | $4.7M |
| Payne Capital Management, LLC | 2.01% | Reduce -0.7% | 171,209 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -6.0% | 169,012 | $4.7M |
| Patriot Investment Management Group, Inc. | 0.35% | Reduce -4.6% | 168,308 | $4.6M |
| Parallel Advisors, LLC | 0.10% | Add +1.0% | 166,688 | $4.6M |
| Berkshire Asset Management LLC | 0.22% | Add +11.6% | 162,539 | $4.6M |
| Joule Financial, LLC | 1.59% | Add +5.5% | 164,717 | $4.5M |
| Rwa Wealth Partners, LLC | 0.06% | Reduce -1.9% | 162,774 | $4.5M |
| Brightwater Advisory LLC | 3.53% | Reduce -0.4% | 161,869 | $4.5M |
| Bangor Savings Bank | 0.42% | Add +0.4% | 159,662 | $4.4M |
| Savant Capital, LLC | 0.04% | Reduce -5.5% | 156,518 | $4.3M |
| Fairway Financial, LLC | 3.85% | Add +2.6% | 154,057 | $4.2M |
| Wakefield Asset Management LLLP | 1.28% | Add +2.0% | 153,846 | $4.2M |
| Upper Left Wealth Management, LLC | 3.00% | Reduce -25.3% | 151,597 | $4.2M |
| Ameriprise Financial Inc. | 0.00% | Add +5.3% | 150,771 | $4.2M |
| Bishop & Co Investment Management, LLC | 1.59% | Reduce -10.8% | 148,980 | $4.1M |
| Sightline Wealth Advisors, LLC | 2.11% | Add +5.5% | 145,328 | $4.0M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Add +9.8% | 145,202 | $4.0M |
| Royal Bank of Canada | 0.00% | Reduce -18.7% | 143,215 | $3.9M |
| Fortis Capital Management LLC | 0.76% | Add +23.7% | 142,470 | $3.9M |
| Perigon Wealth Management, LLC | 0.10% | Add +1.7% | 140,186 | $3.9M |
| Valley National Advisers Inc. | 0.68% | Add +14.1% | 137,258 | $3.8M |
| MAI Capital Management | 0.03% | Reduce -0.8% | 137,028 | $3.8M |
| MML Investors Services, LLC | 0.01% | Reduce -14.7% | 135,080 | $3.7M |
| Christensen, King & Associates Investment Services, Inc. | 1.76% | Reduce -1.9% | 132,369 | $3.7M |
| Armor Investment Advisors, LLC | 1.53% | Add +3.4% | 134,270 | $3.7M |
| Bogart Wealth, LLC | 0.17% | Add +20.8% | 132,776 | $3.7M |
| White & Co Financial Planning Inc | 3.13% | Reduce -1.5% | 131,576 | $3.6M |
| Texas Yale Capital Corp. | 0.14% | Add +8.8% | 127,215 | $3.5M |
| FIDELIS iM, LLC | 1.62% | Add +26.3% | 127,063 | $3.5M |
| United Capital Financial Advisors, LLC | 0.03% | Add +1.8% | 126,156 | $3.5M |
| Nations Financial Group Inc, /Ia/ | 0.26% | Reduce -43.2% | 122,782 | $3.4M |
| Composition Wealth, LLC | 0.07% | No change | 120,041 | $3.3M |
| Debussy Capital Management LP | 0.53% | Add +4.1% | 119,942 | $3.3M |
| Retirement Guys Formula LLC | 1.64% | Reduce -3.0% | 119,374 | $3.3M |
| Cascade Financial Partners, LLC | 0.41% | Reduce -4.7% | 119,107 | $3.3M |
| Cape Investment Advisory, Inc. | 1.30% | Reduce -2.0% | 117,973 | $3.3M |
| Myecfo, LLC | 1.68% | Add +0.5% | 115,360 | $3.2M |
| Farther Finance Advisors, LLC | 0.08% | Add +781.0% | 112,227 | $3.1M |
| Gleason Group, Inc. | 0.55% | Reduce -0.1% | 110,949 | $3.1M |
| Destination Wealth Management | 0.10% | Reduce -4.6% | 110,749 | $3.1M |
| Pinkerton Wealth, LLC | 0.39% | Add +13.3% | 110,104 | $3.0M |
| WealthShield Partners, LLC | 0.39% | Add +0.1% | 110,099 | $3.0M |
| Ethos Financial Group, LLC | 0.29% | Add +0.2% | 113,773 | $3.0M |
| Cwm, LLC | 0.01% | Add +42.3% | 109,522 | $3.0M |
| ZynergyRetirementPlanningLLC | 2.13% | Reduce -1.0% | 112,755 | $3.0M |
| Sunbelt Securities, Inc. | 0.27% | Reduce -0.6% | 108,463 | $3.0M |
| Ausdal Financial Partners, Inc. | 0.22% | Add +3.9% | 108,097 | $3.0M |
| Stonekeep Investments, LLC | 2.16% | Add +16.6% | 106,150 | $2.9M |
| Brandywine Oak Private Wealth LLC | 0.29% | Reduce -0.8% | 106,144 | $2.9M |
| Strategic Financial Planning, Inc. | 2.01% | Reduce -2.1% | 105,555 | $2.9M |
| Apollon Wealth Management, LLC | 0.06% | Add +1.7% | 105,086 | $2.9M |
| Creekside Partners | 1.48% | Add +2.0% | 102,719 | $2.8M |
| Bluespring Wealth Management, LLC | 0.29% | Reduce -29.0% | 102,661 | $2.8M |
| Plum Street Advisors, LLC | 1.36% | Add +1.1% | 102,653 | $2.8M |
| BCK Partners, Inc. | 1.75% | Add +2.7% | 101,729 | $2.8M |
| Omega Financial Group, LLC | 1.07% | Reduce -7.1% | 100,997 | $2.8M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Reduce -7.6% | 100,632 | $2.8M |
| Koesten, Hirschmann & Crabtree, INC. | 1.58% | Reduce -2.0% | 100,181 | $2.8M |
| Bank of New York Mellon Corp | 0.00% | Add +7.5% | 98,543 | $2.7M |
| PrairieView Partners, LLC | 0.28% | Reduce -8.3% | 97,970 | $2.7M |
| Seek First Inc. | 2.40% | — | 97,899 | $2.7M |
| Leavell Investment Management, Inc. | 0.13% | Add +2.6% | 96,827 | $2.7M |
| Northwest Capital Management Inc | 1.09% | Add +53.6% | 96,505 | $2.7M |
| Cobblestone Capital Advisors LLC | 0.15% | Reduce -1.5% | 96,352 | $2.7M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -2.4% | 96,066 | $2.6M |
| Lee Financial Co | 0.40% | Add +0.2% | 95,978 | $2.6M |
| Fort Point Capital Partners LLC | 0.29% | Reduce -6.9% | 94,775 | $2.6M |
| Kathmere Capital Management, LLC | 0.22% | Reduce -4.7% | 94,491 | $2.6M |
| MBE Wealth Management, LLC | 1.24% | Add +881.9% | 93,985 | $2.6M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -1.1% | 93,881 | $2.6M |
| Asset Allocation Strategies LLC | 0.64% | Add +9.2% | 92,684 | $2.6M |
| Pioneer Wealth Management Group | 1.08% | — | 91,299 | $2.5M |
| Ifrah Financial Services, Inc. | 0.72% | Add +2.5% | 91,125 | $2.5M |
| Embree Financial Group | 0.42% | Reduce -20.9% | 89,938 | $2.5M |
| Betterment LLC | 0.01% | Add +11.2% | 89,543 | $2.5M |
| Hengehold Capital Management LLC | 0.23% | Reduce -1.6% | 89,354 | $2.5M |
| Curbstone Financial Management Corp | 0.52% | Reduce -0.1% | 88,800 | $2.4M |
| FAS Wealth Partners, Inc. | 0.20% | Reduce -5.3% | 87,367 | $2.4M |
| Arcataur Capital Management LLC | 0.82% | Reduce -3.3% | 86,805 | $2.4M |
| Orcam Financial Group | 2.21% | Add +4.0% | 85,799 | $2.4M |
| Mutual Advisors, LLC | 0.07% | Add +11.7% | 86,062 | $2.4M |
| Etesian Wealth Advisors, Inc. | 1.00% | Reduce -3.7% | 84,085 | $2.3M |
| Howard Financial Services, LTD. | 0.31% | Reduce -7.7% | 83,577 | $2.3M |
| AllSquare Wealth Management LLC | 1.37% | Reduce -5.3% | 83,401 | $2.3M |
| Quadrant Capital Group LLC | 0.08% | Reduce -11.3% | 81,315 | $2.2M |
| Marshall Financial Group Inc. | 0.69% | Reduce -3.9% | 80,047 | $2.2M |
| Breakwater Investment Management | 0.94% | Add +2.7% | 80,040 | $2.2M |
| North Forty Two & Co. | 2.43% | Add +4.3% | 79,482 | $2.2M |
| Asset Management Group, Inc. | 0.40% | Reduce -0.4% | 78,708 | $2.2M |
| Breed's Hill Capital LLC | 1.17% | No change | 78,457 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +0.2% | 78,298 | $2.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | Reduce -6.1% | 78,039 | $2.2M |
| Tortoise Investment Management, LLC | 0.22% | Reduce -2.3% | 77,305 | $2.1M |
| Advisor Resource Council | 0.17% | New | 75,589 | $2.1M |
| Curtis Advisory Group, LLC | 0.61% | Add +395.4% | 75,570 | $2.1M |
| West Paces Advisors Inc. | 0.47% | Reduce -16.5% | 74,795 | $2.1M |
| Roberts Wealth Advisors, LLC | 0.62% | Reduce -0.3% | 73,073 | $2.0M |
| Lodestar Private Asset Management LLC | 0.25% | Reduce -0.1% | 72,604 | $2.0M |
| Chesapeake Wealth Management | 0.70% | Reduce -0.3% | 71,115 | $2.0M |
| Accurate Wealth Management, LLC | 0.37% | Add +7.4% | 74,195 | $2.0M |
| Oakwell Private Wealth Management, LLC | 0.53% | Reduce -11.5% | 70,151 | $1.9M |
| Integrity Alliance, Llc. | 0.08% | New | 69,602 | $1.9M |
| TPG Advisors LLC | 1.50% | Add +7.0% | 69,066 | $1.9M |
| Up Strategic Wealth Investment Advisors LLC | 1.69% | New | 68,963 | $1.9M |
| Anchor Investment Management, LLC | 0.18% | Reduce -5.0% | 68,933 | $1.9M |
| Valmark Advisers, Inc. | 0.03% | Reduce -0.3% | 68,319 | $1.9M |
| Hamilton Capital, LLC | 0.11% | Add +9.8% | 68,136 | $1.9M |
| Avior Wealth Management, LLC | 0.07% | Reduce -2.6% | 67,755 | $1.9M |
| Blankinship & Foster, LLC | 0.46% | Add +0.3% | 66,171 | $1.8M |
| Ironwood Wealth Management, LLC. | 0.56% | Reduce -0.7% | 65,978 | $1.8M |
| DRW Securities, LLC | 0.15% | New | 65,654 | $1.8M |
| Allworth Financial LP | 0.01% | Reduce -8.8% | 65,760 | $1.8M |
| Schneider Downs Wealth Management Advisors, LP | 0.33% | Reduce -31.2% | 65,336 | $1.8M |
| Hancock Whitney Corp. | 0.06% | Reduce -20.9% | 64,648 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -91.4% | 63,884 | $1.8M |
| Nalls Sherbakoff Group, LLC | 1.41% | — | 62,780 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -36.3% | 61,946 | $1.7M |
| Ami Investment Management Inc. | 0.54% | Add +0.7% | 60,756 | $1.7M |
| Walkner Condon Financial Advisors LLC | 0.34% | Add +1.7% | 60,660 | $1.7M |
| Focus Financial Network, Inc. | 0.07% | Reduce -2.2% | 60,617 | $1.7M |
| World Investment Advisors | 0.04% | Add +43.0% | 60,240 | $1.7M |
| Jackson Creek Investment Advisors LLC | 0.52% | Reduce -12.0% | 59,488 | $1.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -6.6% | 59,030 | $1.6M |
| Whittier Trust Co. | 0.02% | Reduce -3.5% | 58,131 | $1.6M |
| James J. Burns & Company, LLC | 0.28% | Reduce -1.3% | 57,625 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.4% | 57,314 | $1.6M |
| Winthrop Capital Management, LLC | 0.43% | Reduce -1.4% | 56,952 | $1.6M |
| Droms Strauss Advisors Inc. /Mo/ | 0.53% | Reduce -5.1% | 55,888 | $1.5M |
| OneAscent Financial Services LLC | 0.10% | Add +92.2% | 55,852 | $1.5M |
| Thompson Investment Management, Inc. | 0.23% | Add +0.1% | 55,670 | $1.5M |
| Passive Capital Management, LLC. | 0.48% | Add +1.1% | 55,130 | $1.5M |
| OLIO Financial Planning | 0.52% | Reduce -24.4% | 54,471 | $1.5M |
| Allen Capital Group, LLC | 0.17% | Add +3.2% | 54,205 | $1.5M |
| Bailard, Inc. | 0.04% | Add +3.7% | 54,174 | $1.5M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -0.6% | 52,984 | $1.5M |
| Opus Capital Group, LLC | 0.19% | Reduce -14.5% | 52,792 | $1.5M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -19.1% | 52,627 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.6% | 50,962 | $1.4M |
| Cambridge Financial Group, LLC | 0.59% | Reduce -35.3% | 50,612 | $1.4M |
| Diversified Enterprises, LLC | 0.12% | Add +3.4% | 50,605 | $1.4M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -9.4% | 50,535 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -13.4% | 50,477 | $1.4M |
| Rappaport Reiches Capital Management, LLC | 0.35% | Add +0.1% | 50,328 | $1.4M |
| Von Berge Wealth Management Group, LLC | 0.89% | Reduce -7.0% | 50,176 | $1.4M |
| Sollinda Capital Management LLC | 0.38% | Add +18.7% | 50,080 | $1.4M |
| Dakota Wealth Management | 0.03% | Reduce -2.9% | 50,041 | $1.4M |
| Waterford Advisors, LLC | 0.57% | Reduce -5.5% | 49,931 | $1.4M |
| HRT Financial LP | 0.01% | New | 49,526 | $1.4M |
| CoreCap Advisors, LLC | 0.06% | Reduce -7.5% | 49,384 | $1.4M |
| Rialto Wealth Management, LLC | 0.43% | Reduce -3.3% | 49,218 | $1.4M |
| Clay Northam Wealth Management, LLC | 0.94% | Reduce -2.7% | 48,996 | $1.4M |
| Tradition Wealth Management, LLC | 0.12% | Add +1.6% | 48,566 | $1.3M |
| Bell Investment Advisors, Inc | 0.24% | Reduce -4.5% | 47,506 | $1.3M |
| JFG Wealth Management, LLC | 0.30% | Add +4.4% | 47,493 | $1.3M |
| Windward Private Wealth Management Inc. | 0.51% | Reduce -1.0% | 47,447 | $1.3M |
| Clayton Financial Group LLC | 0.48% | Reduce -0.9% | 47,343 | $1.3M |
| Silver Oak Securities, Incorporated | 0.12% | Add +8.6% | 45,995 | $1.3M |
| Noble Family Wealth, LLC | 0.35% | Reduce -0.2% | 45,958 | $1.3M |
| Johnson Bixby & Associates, LLC | 0.19% | Reduce -6.8% | 45,796 | $1.3M |
| Brighton Jones LLC | 0.04% | Reduce -0.1% | 45,347 | $1.3M |
| Modera Wealth Management, LLC | 0.02% | Reduce -5.7% | 45,022 | $1.2M |
| Veridan Wealth LLC | 0.56% | New | 44,762 | $1.2M |
| Athena Investment Management | 0.74% | Add +3.3% | 44,446 | $1.2M |
| Soltis Investment Advisors LLC | 0.11% | Reduce -24.5% | 44,413 | $1.2M |
| Empower Advisory Group, LLC | 0.00% | Add +2.5% | 44,345 | $1.2M |
| Greenline Partners, LLC | 0.17% | Reduce -16.6% | 35,598 | $1.2M |
| Roundview Capital LLC | 0.08% | Add +14.6% | 42,078 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -2.8% | 42,045 | $1.2M |
| Alpha Omega Wealth Management LLC | 0.22% | No change | 41,772 | $1.2M |
| L2 Asset Management, LLC | 0.24% | New | 41,695 | $1.1M |
| Madden Advisory Services, Inc. | 0.53% | Reduce -1.0% | 40,960 | $1.1M |
| Ignite Planners, LLC | 0.22% | Add +8.2% | 40,395 | $1.1M |
| Rovin Capital /Ut/ | 0.35% | Add +4.5% | 39,841 | $1.1M |
| Sunburst Financial Group, LLC | 0.27% | Reduce -7.6% | 39,352 | $1.1M |
| Goldstone Financial Group, LLC | 0.16% | Add +65.7% | 38,867 | $1.1M |
| Foster Group, Inc. | 0.04% | Add +8.3% | 38,797 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -3.2% | 38,774 | $1.1M |
| Creative Financial Designs Inc. | 0.09% | Reduce -0.8% | 38,595 | $1.1M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | Reduce -1.1% | 38,558 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -38.6% | 38,202 | $1.1M |
| Kiley Juergens Wealth Management, LLC | 0.28% | Reduce -0.8% | 38,150 | $1.1M |
| Bond & Devick Financial Network, Inc. | 0.38% | Add +6.0% | 38,000 | $1.0M |
| Sebold Capital Management, Inc. | 0.69% | Reduce -4.0% | 37,980 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.09% | Add +133.1% | 37,765 | $1.0M |
| Carolina Wealth Advisors, LLC | 0.56% | Add +3.0% | 37,642 | $1.0M |
| BCS Wealth Management | 0.26% | Reduce -7.6% | 37,337 | $1.0M |
| Truist Financial Corp. | 0.00% | Reduce -2.8% | 37,182 | $1.0M |
| Mill Creek Capital Advisors, LLC | 0.02% | Reduce -13.8% | 37,120 | $1.0M |
| Wilkins Miller Wealth Management, LLC | 0.77% | Reduce -0.8% | 36,944 | $1.0M |
| Armbruster Capital Management, Inc. | 0.20% | Add +0.0% | 35,825 | $988K |
| FinDec Wealth Services, Inc. | 0.96% | Reduce -20.9% | 35,240 | $972K |
| Wealthspire Retirement, LLC | 0.08% | Reduce -6.0% | 35,066 | $967K |
| HB Wealth Management, LLC | 0.01% | Add +2.9% | 35,060 | $967K |
| Keyvantage Wealth, LLC | 0.47% | Reduce -54.1% | 35,053 | $966K |
| Disciplined Investors, L.L.C. | 0.87% | Add +52.4% | 34,831 | $960K |
| Comerica Bank | 0.00% | Reduce -2.2% | 34,724 | $957K |
| Mission Wealth Management, LP | 0.02% | Reduce -2.5% | 34,586 | $954K |
| L.K. Benson & Company, P.C. | 0.66% | Reduce -0.8% | 34,413 | $949K |
| Global Financial Private Client, LLC | 0.36% | Reduce -3.0% | 34,362 | $947K |
| Watershed Private Wealth LLC | 0.37% | Reduce -2.8% | 34,014 | $938K |
| Natixis Advisors, LLC | 0.00% | Add +25.3% | 33,984 | $937K |
| Cahill Financial Advisors Inc. | 0.13% | Reduce -0.3% | 33,437 | $922K |
| Fragasso Financial Advisors Inc | 0.07% | Reduce -21.9% | 33,166 | $914K |
| Fort Vancouver Investment Management, LLC | 0.70% | Reduce -0.6% | 32,977 | $909K |
| Whitcomb & Hess, Inc. | 0.27% | Add +2.0% | 32,285 | $890K |
| Element Wealth, LLC | 0.48% | Reduce -1.6% | 32,280 | $890K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -0.1% | 32,160 | $887K |
| Altfest L J & Co. Inc. | 0.11% | Reduce -3.2% | 32,148 | $886K |
| CAP Partners, LLC | 0.64% | Add +27.9% | 31,878 | $879K |
| Cyndeo Wealth Partners, LLC | 0.06% | No change | 31,756 | $876K |
| Vawter Financial, Ltd. | 0.49% | Reduce -0.5% | 31,709 | $874K |
| CVA Family Office, LLC | 0.13% | Reduce -6.0% | 31,207 | $860K |
| Oxford Financial Group, LTD. LLC | 0.06% | Reduce -23.4% | 31,160 | $859K |
| Broadview Financial Management, LLC | 0.64% | Reduce -2.4% | 31,144 | $859K |
| Koshinski Asset Management, Inc. | 0.07% | Add +1.2% | 30,736 | $847K |
| Chicago Partners Investment Group LLC | 0.03% | Add +11.1% | 30,067 | $845K |
| Fearless Solutions, LLC dba Best Invest | 0.65% | Reduce -3.2% | 30,175 | $832K |
| C M Bidwell & Associates Ltd. | 0.49% | Add +16.5% | 29,659 | $818K |
| Morling Financial Advisors, LLC | 0.28% | Reduce -0.1% | 29,535 | $814K |
| American Investment Services, Inc. | 0.14% | No change | 29,493 | $813K |
| Frontier Asset Management, LLC | 0.23% | Reduce -6.0% | 29,128 | $803K |
| Sei Investments Co. | 0.00% | Add +36.9% | 28,937 | $798K |
| Elser Financial Planning, Inc | 1.10% | Reduce -1.7% | 28,920 | $797K |
| Fortis Capital Advisors, LLC | 0.16% | New | 28,903 | $797K |
| Belpointe Asset Management LLC | 0.04% | New | 28,903 | $797K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.45% | Reduce -28.8% | 28,852 | $795K |
| Strategic Blueprint, LLC | 0.04% | Add +7.2% | 28,634 | $789K |
| Lyell Wealth Management, LP | 0.07% | Add +8.9% | 28,580 | $788K |
| Firestone Capital Management | 0.21% | Reduce -2.0% | 28,553 | $787K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +29.8% | 28,090 | $774K |
| Westmount Partners, LLC | 0.23% | New | 27,508 | $758K |
| CW Advisors, LLC | 0.01% | Add +24.8% | 26,568 | $735K |
| Everhart Financial Group, Inc. | 0.10% | Reduce -0.5% | 26,506 | $731K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +14.0% | 26,440 | $729K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +14.0% | 26,440 | $729K |
| Values Added Financial LLC | 0.40% | Add +82.3% | 26,415 | $728K |
| Murphy & Mullick Capital Management Corp | 0.70% | Reduce -12.3% | 26,371 | $727K |
| HHM Wealth Advisors, LLC | 0.10% | Reduce -0.3% | 26,249 | $724K |
| Meeder Advisory Services, Inc. | 0.04% | Add +48.6% | 26,200 | $722K |
| Per Stirling Capital Management, LLC. | 0.10% | Reduce -0.9% | 26,014 | $717K |
| Foster & Motley Inc. | 0.05% | Reduce -15.9% | 26,005 | $717K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -5.2% | 25,827 | $712K |
| Sigma Planning Corp | 0.02% | Add +1.9% | 25,827 | $712K |
| Citadel Advisors | 0.00% | Reduce -65.4% | 25,441 | $701K |
| Kearns & Associates LLC | 0.45% | No change | 25,239 | $696K |
| Alaska Wealth Advisors, LLC | 0.11% | Add +3.2% | 24,892 | $686K |
| James Investment Research, Inc. | 0.09% | Add +105.3% | 24,372 | $672K |
| Fonville Wealth Management LLC | 0.20% | Reduce -0.8% | 24,363 | $670K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.4% | 24,210 | $667K |
| Townsquare Capital LLC | 0.01% | Add +33.2% | 24,168 | $666K |
| Bourgeon Capital Management LLC | 0.14% | Add +7.6% | 23,932 | $660K |
| Sand Hill Global Advisors, LLC | 0.03% | Reduce -0.6% | 23,792 | $656K |
| Glenmede Trust Co. NA | 0.00% | Add +6.0% | 23,579 | $650K |
| Baird Financial Group, Inc. | 0.00% | Reduce -18.9% | 23,498 | $648K |
| Merit Financial Group, LLC | 0.01% | New | 23,209 | $640K |
| MCF Advisors LLC | 0.05% | No change | 23,026 | $635K |
| Blair William & Co. | 0.00% | Add +0.4% | 22,839 | $630K |
| IFP Advisors, Inc | 0.02% | Add +9.7% | 22,726 | $627K |
| First Manhattan Co. Llc. | 0.00% | Add +0.0% | 22,721 | $626K |
| Brown Advisory Inc. | 0.00% | Add +6.7% | 22,680 | $625K |
| Aspen Investment Management Inc | 0.29% | Reduce -1.1% | 22,456 | $619K |
| Asset Dedication, LLC | 0.05% | Reduce -49.7% | 22,278 | $614K |
| Smartleaf Asset Management LLC | 0.06% | Add +93.6% | 21,875 | $604K |
| BIP Alliance, LLC | 0.25% | Reduce -60.1% | 21,806 | $601K |
| Global Strategic Investment Solutions, LLC | 0.07% | Reduce -11.1% | 21,448 | $591K |
| Advisory Services Network, LLC | 0.01% | Add +21.7% | 21,260 | $586K |
| Coldstream Capital Management Inc. | 0.01% | Add +22.7% | 21,254 | $586K |
| Northern Trust Corp. | 0.00% | Reduce -23.4% | 21,197 | $584K |
| Tempus Wealth Planning, LLC | 0.17% | Add +3.0% | 20,972 | $578K |
| Jentner Corp | 0.17% | Reduce -0.8% | 20,895 | $576K |
| Savvy Advisors, Inc. | 0.06% | Add +5.1% | 20,829 | $574K |
| Rothschild Wealth LLC | 0.16% | Reduce -4.6% | 20,712 | $571K |
| Principal Securities, Inc. | 0.01% | Add +0.1% | 21,436 | $571K |
| Balboa Wealth Partners | 0.14% | Reduce -5.2% | 20,609 | $568K |
| Abacus Planning Group, Inc. | 0.10% | Reduce -11.9% | 20,598 | $568K |
| Brookstone Capital Management | 0.01% | Add +16.6% | 20,587 | $568K |
| Clearview Wealth Advisors LLC | 0.42% | Add +3.3% | 20,569 | $567K |
| Aegis Wealth Management LLC | 0.33% | Add +1.5% | 20,394 | $562K |
| Commerce Bank | 0.00% | Add +0.1% | 20,351 | $561K |
| Falcon Wealth Planning | 0.06% | Reduce -1.5% | 20,275 | $559K |
| Golden State Wealth Management, LLC | 0.08% | Reduce -17.3% | 20,272 | $559K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +65.3% | 20,271 | $559K |
| IHT Wealth Management, LLC | 0.02% | Add +39.5% | 20,199 | $557K |
| Reston Wealth Management LLC | 0.22% | Reduce -34.6% | 20,135 | $555K |
| Calton & Associates, Inc. | 0.13% | New | 20,004 | $552K |
| Csenge Advisory Group | 0.03% | Add +4.3% | 20,690 | $549K |
| Evensky & Katz LLC | 0.04% | Reduce -2.3% | 19,723 | $544K |
| Procyon Advisors, LLC | 0.03% | Add +17.5% | 19,670 | $542K |
| Avant Financial Advisors LLC | 0.49% | Add +3.7% | 19,634 | $541K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 19,590 | $540K |
| Rosenberg Matthew Hamilton | 0.13% | Reduce -0.8% | 19,436 | $536K |
| FC Advisory LLC | 0.18% | Add +2.9% | 19,350 | $533K |
| Ieq Capital, LLC | 0.00% | Add +120.6% | 19,082 | $526K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.7% | 19,051 | $525K |
| Bcwm, LLC | 0.18% | Add +2.3% | 18,993 | $524K |
| Bensler, LLC | 0.07% | Reduce -30.5% | 18,954 | $523K |
| FF Advisors,LLC | 0.30% | Reduce -7.1% | 18,526 | $521K |
| Tenret Co LLC | 0.32% | Reduce -7.7% | 18,888 | $521K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -28.0% | 18,850 | $520K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -0.7% | 18,805 | $518K |
| Capital Planning LLC | 0.14% | New | 18,555 | $512K |
| Abound Wealth Management | 0.17% | Reduce -3.6% | 18,327 | $505K |
| One Capital Management, LLC | 0.02% | Add +0.9% | 18,203 | $502K |
| Sterling Financial Planning, Inc. | 0.18% | Reduce -30.6% | 18,023 | $497K |
| Act Wealth Management, LLC | 0.22% | Add +4.2% | 17,943 | $495K |
| BWM Planning, LLC | 0.21% | No change | 17,828 | $492K |
| Sachetta, LLC | 0.20% | Reduce -3.5% | 17,762 | $490K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -7.0% | 17,683 | $488K |
| FSM Wealth Advisors, LLC | 0.11% | Add +41.6% | 17,560 | $484K |
| Sachem Hill LLC | 0.09% | Reduce -4.1% | 17,435 | $481K |
| Blue Barn Wealth, LLC | 0.25% | Reduce -7.0% | 17,385 | $479K |
| Signaturefd, LLC | 0.01% | Reduce -3.7% | 17,315 | $477K |
| Laraway Financial Advisors Inc | 0.38% | No change | 17,196 | $474K |
| Victrix Investment Advisors | 0.25% | New | 17,711 | $471K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.11% | Reduce -5.6% | 17,058 | $470K |
| Wealthfront Advisers LLC | 0.00% | Add +10.0% | 16,874 | $465K |
| Old National Bancorp | 0.01% | No change | 16,825 | $464K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +12.8% | 16,824 | $464K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Add +0.0% | 16,823 | $464K |
| Sage Financial Group Inc. | 0.04% | Add +42.4% | 16,811 | $463K |
| Acropolis Investment Management, LLC | 0.03% | No change | 16,774 | $462K |
| Clarity Capital Advisors, LLC | 0.30% | No change | 16,685 | $460K |
| SYM FINANCIAL Corp | 0.06% | Add +1890.3% | 16,599 | $458K |
| Aspiring Ventures, LLC | 0.27% | Reduce -29.7% | 16,202 | $455K |
| Modern Wealth Management, LLC | 0.01% | New | 16,461 | $454K |
| Coastwise Capital Group, LLC | 0.38% | Reduce -12.2% | 16,438 | $453K |
| Modus Advisors, LLC | 0.15% | Reduce -3.7% | 16,336 | $450K |
| Cherry Tree Wealth Management, LLC | 0.11% | Reduce -0.2% | 16,185 | $446K |
| Valued Wealth Advisors LLC | 0.27% | Add +4.6% | 16,128 | $445K |
| Wilson & Boucher Capital Management, LLC | 0.33% | Reduce -10.1% | 16,095 | $444K |
| Motive Wealth Advisors | 0.24% | No change | 15,945 | $440K |
| Valley Forge Investment Consultants Inc. Adv | 0.15% | Reduce -25.0% | 15,734 | $434K |
| Pure Financial Advisors, LLC | 0.01% | Add +18.3% | 15,699 | $433K |
| Quantinno Capital Management LP | 0.00% | New | 15,675 | $432K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +1.8% | 15,643 | $431K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +90.6% | 15,598 | $430K |
| Atlas Capital Advisors Inc. | 0.05% | Reduce -3.6% | 15,591 | $430K |
| Evermay Wealth Management LLC | 0.06% | No change | 15,528 | $428K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -6.0% | 15,501 | $427K |
| Choreo, LLC | 0.01% | Add +16.8% | 15,320 | $422K |
| Park Avenue Securities LLC | 0.01% | Add +9.5% | 15,255 | $421K |
| Wade Financial Advisory, Inc | 0.14% | Reduce -6.3% | 15,234 | $420K |
| Econ Financial Services Corp | 0.22% | Reduce -1.5% | 15,138 | $417K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -0.8% | 15,137 | $417K |
| Sheets Smith Wealth Management | 0.05% | Add +1.8% | 15,129 | $417K |
| Gradient Capital Advisors, LLC | 0.13% | Reduce -1.0% | 14,987 | $413K |
| Geometric Wealth Advisors | 0.07% | Add +4.9% | 14,987 | $413K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.18% | Reduce -11.6% | 14,721 | $406K |
| Horan Capital Advisors, LLC. | 0.14% | Reduce -3.3% | 14,728 | $406K |
| Rehmann Capital Advisory Group | 0.03% | No change | 14,683 | $405K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -5.8% | 14,504 | $400K |
| Diversified Trust Co. | 0.01% | New | 14,250 | $393K |
| Summit Financial Strategies, Inc. | 0.04% | Reduce -0.7% | 14,173 | $391K |
| Oldfather Financial Services, LLC | 0.15% | Add +6.6% | 14,072 | $388K |
| AQR Capital Management | 0.00% | Add +18.4% | 14,060 | $388K |
| Evanson Asset Management, LLC | 0.03% | No change | 14,055 | $387K |
| Strategic Financial Concepts, LLC | 0.07% | Add +5.7% | 13,988 | $386K |
| Tru Independence Asset Management 2, LLC | 0.29% | New | 13,916 | $384K |
| Arbor Trust Wealth Advisors, LLC | 0.18% | Reduce -7.5% | 13,758 | $379K |
| SimpliFi, Inc. | 0.17% | Add +34.6% | 13,635 | $376K |
| Retirement Planning Group, LLC | 0.02% | Reduce -7.0% | 13,617 | $375K |
| Smart Portfolios, LLC | 0.41% | No change | 13,580 | $374K |
| Ritholtz Wealth Management | 0.01% | Add +45.8% | 13,499 | $372K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -7.2% | 13,789 | $372K |
| Susquehanna International Group, LLP | 0.00% | Reduce -95.9% | 13,474 | $371K |
| Continental Investors Services, Inc. | 0.74% | Add +26.9% | 13,442 | $371K |
| SWS Partners | 0.12% | Reduce -10.9% | 13,362 | $368K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.0% | 13,293 | $366K |
| Yoffe Investment Management, LLC | 0.54% | Reduce -0.0% | 13,227 | $365K |
| Ancora Advisors LLC | 0.01% | Add +1.0% | 13,169 | $363K |
| Grey Ledge Advisors, LLC | 0.09% | Add +0.3% | 12,956 | $357K |
| Voisard Asset Management Group, Inc. | 0.10% | Reduce -16.6% | 12,942 | $357K |
| Capital Analysts, LLC | 0.01% | Add +168.2% | 12,910 | $356K |
| CIBC Private Wealth Group LLC | 0.00% | Add +31.3% | 14,569 | $355K |
| Worth Asset Management, LLC | 0.19% | New | 12,880 | $355K |
| Apeiron RIA LLC | 0.11% | Reduce -0.5% | 12,869 | $355K |
| BSW Wealth Partners | 0.05% | Add +1.1% | 12,818 | $353K |
| Sunesis Advisors, LLC | 0.19% | No change | 12,698 | $350K |
| Integrated Advisors Network LLC | 0.02% | Reduce -9.0% | 12,684 | $350K |
| AdvisorNet Financial, Inc | 0.03% | Add +6.0% | 12,656 | $349K |
| Two Sigma Securities, LLC | 0.05% | Reduce -37.2% | 12,632 | $348K |
| Nikulski Financial, Inc. | 0.11% | Reduce -1.6% | 12,621 | $348K |
| Comprehensive Money Management Services LLC | 0.28% | Reduce -1.0% | 12,603 | $347K |
| Bfsg, LLC | 0.04% | Add +0.3% | 12,497 | $345K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -1.3% | 12,463 | $344K |
| Capital Advisors, Ltd. LLC | 0.05% | Reduce -11.6% | 12,425 | $343K |
| Planned Solutions, Inc. | 0.14% | Add +11.3% | 12,410 | $342K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -31.4% | 12,303 | $339K |
| Sax Wealth Advisors, LLC | 0.02% | New | 12,234 | $337K |
| Arlington Trust Co LLC | 0.07% | No change | 12,061 | $333K |
| Warwick Investment Management, Inc. | 0.07% | Add +25.1% | 11,970 | $330K |
| Private Trust Co. NA | 0.03% | Reduce -2.8% | 11,839 | $326K |
| Brass Tax Wealth Management, Inc. | 0.07% | Reduce -18.8% | 11,761 | $324K |
| Creegan & Nassoura Financial Group, LLC | 0.22% | No change | 11,715 | $323K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +30.1% | 11,704 | $323K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Reduce -19.0% | 12,196 | $321K |
| Hardin Capital Partners, LLC | 0.20% | Add +8.7% | 11,619 | $320K |
| Rockefeller Capital Management L.P. | 0.00% | New | 11,602 | $320K |
| Roble, Belko & Company, Inc | 0.05% | Reduce -12.6% | 11,523 | $318K |
| Lido Advisors, LLC | 0.00% | Reduce -21.6% | 11,529 | $318K |
| Gilbert & Cook, Inc. | 0.05% | Add +3.1% | 11,377 | $314K |
| FFT Wealth Management LLC | 0.07% | Reduce -59.2% | 11,377 | $314K |
| Riversedge Advisors, LLC | 0.07% | Add +0.2% | 11,247 | $310K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -12.1% | 11,080 | $305K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +1.1% | 10,956 | $304K |
| Vishria Bird Financial Group, LLC | 0.10% | No change | 11,007 | $303K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 10,888 | $300K |
| Kingsview Wealth Management, LLC | 0.01% | Add +4.8% | 10,803 | $298K |
| Pflug Koory, LLC | 0.17% | Reduce -8.2% | 10,799 | $298K |
| Snider Financial Group | 0.10% | No change | 10,752 | $296K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -13.9% | 10,747 | $296K |
| Empirical Asset Management, LLC | 0.10% | Reduce -1.0% | 10,733 | $296K |
| Indie Asset Partners, LLC | 0.26% | Reduce -23.5% | 10,692 | $295K |
| Compound Planning, Inc. | 0.01% | Add +6.0% | 10,692 | $295K |
| Red Door Wealth Management, LLC | 0.04% | New | 10,616 | $293K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -21.2% | 10,481 | $289K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 10,337 | $285K |
| Nicolet Bankshares Inc. | 0.06% | Reduce -6.8% | 10,292 | $284K |
| Prossimo Advisors, LLC | 0.21% | No change | 10,267 | $283K |
| Plancorp, LLC | 0.01% | New | 10,250 | $283K |
| Appleton Partners Inc. | 0.02% | Reduce -3.7% | 10,241 | $282K |
| Parkside Advisors LLC | 0.07% | No change | 10,142 | $280K |
| MJT & Associates Financial Advisory Group, Inc. | 0.27% | — | 10,073 | $278K |
| Medallion Wealth Advisors, LLC | 0.13% | Reduce -7.1% | 9,982 | $277K |
| VSM Wealth Advisory, LLC | 0.10% | Reduce -5.6% | 9,968 | $275K |
| Fifth Third Bancorp | 0.00% | Reduce -11.9% | 9,964 | $275K |
| Twele Capital Management, Inc. | 0.06% | Add +1.4% | 9,867 | $272K |
| Argent Trust Co | 0.01% | No change | 9,864 | $272K |
| Schaeffer Financial LLC | 0.30% | Add +1.9% | 9,820 | $271K |
| Front Row Advisors LLC | 0.10% | Add +23.1% | 9,791 | $270K |
| Stone Summit Wealth LLC | 0.09% | Reduce -12.9% | 9,643 | $266K |
| Johnson Investment Counsel Inc. | 0.00% | Add +6.7% | 9,642 | $266K |
| Marietta Investment Partners LLC | 0.06% | New | 9,636 | $266K |
| Fortem Financial Group, LLC | 0.10% | Add +5.7% | 9,595 | $265K |
| Richardson Capital Management LLC | 0.16% | Reduce -0.6% | 9,566 | $264K |
| Sterling Investment Management, LLC | 0.19% | Reduce -0.9% | 9,561 | $264K |
| Gill Capital Partners, LLC | 0.09% | Reduce -19.3% | 9,473 | $261K |
| Zhang Financial LLC | 0.01% | No change | 9,379 | $259K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | Add +1178.3% | 9,357 | $258K |
| State Street Corp. | 0.00% | New | 9,357 | $258K |
| Paragon Private Wealth Management, LLC | 0.12% | New | 9,254 | $255K |
| Evergreen Capital Management LLC | 0.01% | No change | 9,247 | $255K |
| Joseph P. Lucia & Associates, LLC | 0.12% | Reduce -13.1% | 9,224 | $254K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -11.2% | 9,205 | $254K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +8.4% | 9,152 | $252K |
| Parkshore Wealth Management, Inc. | 0.15% | Reduce -6.7% | 9,148 | $252K |
| RHS Financial, LLC | 0.14% | Reduce -53.9% | 9,146 | $252K |
| M1 Capital Management LLC | 0.16% | New | 9,125 | $252K |
| Great Waters Wealth Management | 0.03% | Reduce -3.7% | 9,093 | $251K |
| PDS Planning, Inc | 0.02% | Add +20.7% | 9,079 | $250K |
| Harbour Investments, Inc. | 0.01% | Add +10.5% | 9,050 | $250K |
| Cardinal Point Capital Management ULC | 0.02% | New | 8,918 | $246K |
| PFG Advisors | 0.01% | Reduce -0.4% | 8,909 | $246K |
| ETF Store, Inc. | 0.30% | No change | 8,880 | $245K |
| Warner Financial, Inc. | 0.11% | Add +4.2% | 8,865 | $244K |
| Walter & Keenan Wealth Management LLC /in/ | 0.07% | Reduce -3.9% | 8,847 | $244K |
| Guardian Wealth Advisors, LLC | 0.15% | Add +1.1% | 8,629 | $238K |
| Pine Haven Investment Counsel, Inc | 0.20% | Reduce -3.4% | 8,622 | $238K |
| GTS Securities LLC | 0.01% | New | 8,597 | $237K |
| Morris Financial Concepts, Inc. | 0.10% | Reduce -0.6% | 8,506 | $235K |
| Peterson Wealth Advisors, LLC | 0.04% | New | 9,444 | $233K |
| Certior Financial Group, LLC | 0.19% | Reduce -32.6% | 8,404 | $232K |
| Clearstead Advisors, LLC | 0.00% | Reduce -15.8% | 8,397 | $231K |
| Ironwood Investment Management LLC | 0.13% | No change | 8,349 | $230K |
| Glaxis Capital Management, LLC | 0.89% | No change | 8,342 | $230K |
| Private Capital Management, LLC | 0.03% | Reduce -2.8% | 8,326 | $230K |
| Cordant, Inc. | 0.12% | No change | 8,301 | $229K |
| Capital Investment Advisors, LLC | 0.00% | New | 8,260 | $228K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -94.9% | 8,248 | $227K |
| RFG Advisory, LLC | 0.01% | New | 8,243 | $227K |
| DBK Financial Counsel, LLC | 0.23% | Reduce -62.1% | 8,240 | $227K |
| Caprock Group, LLC | 0.01% | Reduce -12.6% | 8,230 | $227K |
| Balefire, LLC | 0.08% | New | 8,172 | $225K |
| Code Waechter LLC | 0.18% | New | 8,173 | $225K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +4.5% | 8,144 | $225K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 8,124 | $224K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 8,266 | $220K |
| Acas, LLC | 0.17% | No change | 7,919 | $219K |
| Sage Rhino Capital LLC | 0.05% | No change | 7,916 | $218K |
| Simplicity Wealth,LLC | 0.02% | New | 7,869 | $217K |
| Vermillion Wealth Management, Inc. | 0.06% | Add +0.1% | 7,840 | $216K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -25.3% | 7,800 | $215K |
| Thrive Wealth Management, LLC | 0.04% | New | 7,787 | $215K |
| Equitable Holdings, Inc. | 0.00% | New | 7,753 | $214K |
| Blue Sky Capital Consultants Group, Inc. | 0.14% | New | 7,734 | $213K |
| Revolve Wealth Partners, LLC | 0.03% | New | 7,724 | $213K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 7,703 | $212K |
| Ironwood Financial, llc | 0.05% | Reduce -31.8% | 7,699 | $212K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -23.9% | 7,670 | $211K |
| Advisory Alpha, LLC | 0.01% | Reduce -3.9% | 7,643 | $211K |
| Pacific Point Advisors, LLC | 0.12% | No change | 7,624 | $210K |
| Citigroup Inc. | 0.00% | Add +30.5% | 7,579 | $209K |
| Franklin Resources Inc. | 0.00% | No change | 7,455 | $206K |
| Facet Wealth, Inc. | 0.01% | Reduce -20.2% | 7,190 | $205K |
| Flower City Capital | 0.13% | New | 7,271 | $200K |
| NorthRock Partners, LLC | 0.01% | Add +0.3% | 7,195 | $198K |
| AE Wealth Management LLC | 0.00% | Reduce -23.2% | 6,993 | $193K |
| BlackRock, Inc. | 0.00% | Add +1253.3% | 6,753 | $186K |
| SouthState Bank Corp | 0.01% | New | 6,749 | $186K |
| Private Wealth Management Group, LLC | 0.07% | No change | 6,665 | $184K |
| Glass Jacobson Investment Advisors llc | 0.06% | No change | 6,805 | $181K |
| WASHINGTON TRUST Co | 0.01% | No change | 6,400 | $176K |
| Larson Financial Group LLC | 0.01% | Reduce -30.1% | 6,317 | $174K |
| Proffitt & Goodson Inc. | 0.03% | Add +59.6% | 6,079 | $168K |
| Birchbrook, Inc. | 0.08% | Reduce -1.3% | 4,966 | $137K |
| Evolution Advisers, Inc. | 0.07% | No change | 4,957 | $136K |
| Versant Capital Management, Inc | 0.02% | Reduce -13.6% | 4,933 | $136K |
| Newton One Investments LLC | 0.05% | No change | 4,859 | $134K |
| Robinswood Financial LLC | 0.05% | No change | 4,844 | $134K |
| Bessemer Group Inc. | 0.00% | New | 4,607 | $127K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.1% | 4,543 | $125K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 4,403 | $121K |
| Pittenger & Anderson Inc. | 0.00% | No change | 4,350 | $120K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 4,332 | $119K |
| Colonial Trust Co / SC | 0.02% | Reduce -17.3% | 4,300 | $119K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,140 | $114K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 4,000 | $110K |
| Clear Investment Research, LLC | 0.14% | No change | 3,888 | $107K |
| Signature Resources Capital Management, LLC | 0.09% | No change | 3,819 | $105K |
| Crewe Advisors LLC | 0.01% | No change | 3,693 | $102K |
| Bellwether Advisors, LLC | 0.02% | No change | 3,676 | $101K |
| Howe & Rusling Inc. | 0.01% | Add +20.6% | 3,467 | $96K |
| Rossby Financial, LCC | 0.04% | New | 3,379 | $93K |
| SIMA Wealth Partners, LLC | 0.08% | Add +9.6% | 3,324 | $92K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 3,167 | $87K |
| Islay Capital Management, LLC | 0.06% | No change | 3,157 | $87K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -37.1% | 3,144 | $87K |
| Compass Planning Associates Inc | 0.09% | No change | 3,067 | $85K |
| MeadowBrook Investment Advisors LLC | 0.08% | No change | 2,905 | $80K |
| WealthCollab, LLC | 0.05% | No change | 2,829 | $78K |
| Glassman Wealth Services | 0.01% | No change | 2,793 | $77K |
| Smithfield Trust Co | 0.00% | No change | 2,665 | $74K |
| Bristlecone Advisors, LLC | 0.01% | No change | 2,495 | $69K |
| American Capital Advisory, LLC | 0.04% | Reduce -30.7% | 2,445 | $67K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2,382 | $66K |
| Prudent Man Investment Management, Inc. | 0.04% | No change | 2,371 | $63K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.9% | 2,119 | $58K |
| Hollencrest Capital Management | 0.00% | No change | 2,061 | $57K |
| Hurley Capital, LLC | 0.04% | No change | 2,047 | $56K |
| JDM Financial Group LLC | 0.03% | No change | 2,029 | $56K |
| Friedenthal Financial | 0.03% | Reduce -4.4% | 2,004 | $55K |
| HM Payson & Co. | 0.00% | No change | 1,978 | $55K |
| Game Plan Financial Advisors, LLC | 0.03% | Add +106.9% | 1,655 | $46K |
| Phillips Financial Management, LLC | 0.00% | No change | 1,558 | $43K |
| St Germain D J Co. Inc. | 0.00% | New | 1,542 | $43K |
| GS Investments, Inc. | 0.02% | No change | 1,490 | $41K |
| Assetmark, Inc. | 0.00% | Add +27.9% | 1,424 | $39K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -0.6% | 1,365 | $38K |
| Tompkins Financial Corp. | 0.00% | Reduce -25.1% | 1,358 | $37K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,307 | $36K |
| Joseph Group Capital Management | 0.01% | No change | 1,249 | $34K |
| Dunhill Financial, LLC | 0.02% | New | 1,227 | $34K |
| Your Advocates Ltd., LLP | 0.01% | No change | 1,189 | $33K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -64.1% | 1,138 | $31K |
| Avion Wealth | 0.01% | No change | 1,182 | $31K |
| Sound Income Strategies, LLC | 0.00% | Reduce -63.5% | 1,093 | $30K |
| Whipplewood Advisors, LLC | 0.02% | Reduce -93.3% | 62 | $26K |
| Strategic Investment Solutions, Inc. | 0.01% | Reduce -35.9% | 802 | $22K |
| UMB Bank, n.a. | 0.00% | No change | 800 | $22K |
| Wayfinding Financial, LLC | 0.01% | New | 800 | $22K |
| Blue Trust, Inc. | 0.00% | Reduce -54.9% | 777 | $21K |
| Operose Advisors LLC | 0.01% | Reduce -95.6% | 771 | $21K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 727 | $20K |
| New Republic Capital, LLC | 0.01% | Reduce -76.7% | 721 | $20K |
| Beacon Capital Management, LLC | 0.00% | Add +25.8% | 717 | $20K |
| Financial Management Professionals, Inc. | 0.00% | Add +99.1% | 673 | $19K |
| Promus Capital, LLC | 0.01% | Reduce -65.8% | 666 | $18K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -95.0% | 632 | $17K |
| Russell Investments Group, Ltd. | 0.00% | Add +534.3% | 628 | $17K |
| North Capital, Inc. | 0.02% | — | 618 | $17K |
| Main Street Group, LTD | 0.01% | Reduce -28.6% | 612 | $17K |
| Blume Capital Management, Inc. | 0.00% | No change | 611 | $17K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 592 | $16K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -38.0% | 578 | $16K |
| Cheviot Value Management, LLC | 0.00% | New | 521 | $15K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 521 | $14K |
| DecisionPoint Financial, LLC | 0.00% | New | 517 | $14K |
| Gables Capital Management Inc. | 0.01% | No change | 500 | $14K |
| Fairway Wealth LLC | 0.01% | New | 493 | $14K |
| Midwest Capital Advisors, LLC | 0.01% | Reduce -3.0% | 477 | $13K |
| Stonebridge Financial Group, LLC | 0.00% | Add +42.2% | 475 | $13K |
| AlphaCore Capital LLC | 0.00% | New | 460 | $13K |
| Key Financial Inc | 0.00% | Add +93.2% | 452 | $12K |
| Legacy Bridge, LLC | 0.01% | No change | 440 | $12K |
| Milestone Investment Advisors LLC | 0.00% | No change | 423 | $12K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 401 | $11K |
| Orion Capital Management LLC | 0.00% | No change | 394 | $11K |
| Investors Research Corp | 0.00% | Reduce -45.4% | 385 | $11K |
| Spire Wealth Management | 0.00% | Reduce -97.6% | 364 | $10K |
| Wagner Wealth Management, LLC | 0.00% | Add +8.1% | 348 | $10K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 345 | $10K |
| NBT Bank, N.A. | 0.00% | No change | 342 | $9K |
| First Horizon Advisors, Inc. | 0.00% | Add +30.4% | 339 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 323 | $9K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Reduce -5.6% | 320 | $9K |
| Rothschild Investment LLC | 0.00% | No change | 319 | $9K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 308 | $9K |
| Davis Capital Management | 0.01% | No change | 273 | $8K |
| Financial Freedom, LLC | 0.00% | No change | 271 | $7K |
| Putney Financial Group LLC | 0.01% | Reduce -48.9% | 266 | $7K |
| Horrell Capital Management, Inc. | 0.00% | No change | 251 | $7K |
| Moser Wealth Advisors, LLC | 0.00% | New | 240 | $7K |
| Tower View Wealth Management LLC | 0.00% | New | 232 | $6K |
| Tucker Asset Management LLC | 0.00% | No change | 209 | $6K |
| Sellwood Investment Partners LLC | 0.00% | Reduce -40.6% | 196 | $5K |
| Retirement Wealth Solutions LLC | 0.00% | Add +9.9% | 177 | $5K |
| CNB Bank | 0.00% | No change | 173 | $5K |
| Bridge Generations Wealth Management LLC | 0.00% | Add +97.5% | 156 | $4K |
| Archer Investment Corp | 0.00% | No change | 141 | $4K |
| Heritage Wealth Advisors | 0.00% | New | 129 | $4K |
| Sandy Spring Bank | 0.00% | Add +51.8% | 126 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 123 | $3K |
| Ridgewood Investments LLC | 0.00% | No change | 122 | $3K |
| Atmos Advisory, LLC | 0.00% | Add +9.5% | 115 | $3K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 111 | $3K |
| Delta Asset Management LLC | 0.00% | No change | 111 | $3K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 100 | $3K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 92 | $3K |
| Guardian Wealth Management, Inc. | 0.00% | Reduce -1.2% | 83 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 76 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 74 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -58.8% | 73 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 70 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -54.7% | 68 | $2K |
| Bokf, NA | 0.00% | New | 62 | $2K |
| Compass Wealth Management LLC | 0.00% | New | 59 | $2K |
| Costello Asset Management, INC | 0.00% | New | 50 | $1K |
| Continuum Advisory, LLC | 0.00% | Reduce -85.0% | 48 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 47 | $1K |
| Center for Financial Planning, Inc. | 0.00% | New | 44 | $1K |
| Bellevue Asset Management, LLC | 0.00% | Add +2.4% | 43 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 38 | $1K |
| Arax Advisory Partners | 0.00% | Reduce -50.0% | 37 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 67 | $1K |
| Kiker Wealth Management, LLC | 0.00% | New | 36 | $993 |
| Trust Co. of Vermont | 0.00% | No change | 33 | $910 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 29 | $800 |
| Graney & King, LLC | 0.00% | No change | 27 | $749 |
| Maryland Capital Advisors Inc. | 0.00% | No change | 22 | $607 |
| NWK Group, Inc. | 0.00% | Add +7.1% | 15 | $414 |
| Harbor Investment Advisory, LLC | 0.00% | New | 15 | $414 |
| Legacy Wealth Managment, LLC | 0.00% | New | 10 | $276 |
| TCTC Holdings, LLC | 0.00% | No change | 10 | $276 |
| NewSquare Capital LLC | 0.00% | No change | 10 | $276 |
| BNP Paribas Financial Markets | 0.00% | No change | 8 | $221 |
| Independence Bank of Kentucky | 0.00% | New | 2 | $55 |
| FSA Wealth Management LLC | 0.00% | No change | 1 | $28 |
| Keystone Global Partners, LLC | 0.00% | — | 1 | $27 |
| Keener Financial Planning LLC | 0.00% | No change | 22 | $0 |
"% of holder's portfolio" is SCHE's weight in each manager's 13F, not the share of Schwab Emrg Mrkts Eqty ETF the manager owns.