Schwab Emrg Mrkts Eqty ETFSCHEETF
13F holders, Q2 2026 (June 30)899holders +29
72new positions
39sold out
4famous investors
$36.21avg. 13F price*
At the end of Q2 2026, 899 institutions reported holding Schwab Emrg Mrkts Eqty ETF (SCHE) in their 13F filings, up 29 from Q1 2026. 72 opened new positions and 39 sold out. The largest holders were Creative Planning ($764.6M), Financial Engines Advisors L.L.C. ($548.4M) and HighTower Advisors, LLC ($343.6M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $44.8M |
| Exits | 39 | $9.1M |
All 13F filers, Q1 2026 → Q2 2026: 6,202,990 shares bought and 7,847,680 shares sold, net −1,644,690 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 899 holders
| Creative Planning | 0.45% | Reduce -3.1% | 21,086,695 | $764.6M |
| Financial Engines Advisors L.L.C. | 0.97% | Reduce -2.7% | 15,123,069 | $548.4M |
| HighTower Advisors, LLC | 0.33% | Reduce -0.0% | 9,474,823 | $343.6M |
| US Bancorp \de | 0.14% | Reduce -6.3% | 3,415,025 | $123.8M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -5.8% | 3,178,103 | $115.2M |
| SageView Advisory Group, LLC | 3.77% | Reduce -5.8% | 3,169,433 | $114.9M |
| Rakuten Investment Management, Inc. | 0.31% | Reduce -34.4% | 2,945,288 | $105.9M |
| Jones Financial Companies LLLP | 0.03% | Add +11.6% | 2,351,762 | $84.1M |
| Rebalance, LLC | 4.37% | Add +5.2% | 2,298,258 | $83.3M |
| Morgan Stanley | 0.00% | Reduce -5.9% | 2,289,500 | $83.0M |
| Orgel Wealth Management, LLC | 1.51% | Add +4.2% | 2,198,585 | $79.7M |
| Mather Group, Llc. | 0.67% | Add +1.8% | 2,118,024 | $76.8M |
| Moneta Group Investment Advisors LLC | 0.52% | Add +1.4% | 1,941,101 | $70.4M |
| Sanctuary Advisors, LLC | 0.30% | Reduce -7.7% | 1,761,499 | $63.9M |
| Krilogy Financial LLC | 1.86% | Add +2.0% | 1,737,850 | $63.0M |
| Charles Schwab Trust Co | 3.34% | Add +138.7% | 1,651,919 | $59.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.7% | 1,564,651 | $56.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.7% | 1,572,456 | $56.5M |
| FMR LLC | 0.00% | Reduce -1.1% | 1,548,538 | $56.2M |
| Mariner, LLC | 0.06% | Add +1.0% | 1,540,632 | $55.8M |
| Heartwood Wealth Advisors LLC | 4.28% | Add +3.2% | 1,518,670 | $55.1M |
| Wells Fargo & Company | 0.01% | Add +0.6% | 1,489,129 | $54.0M |
| Corient Private Wealth LP | 0.07% | Reduce -3.6% | 1,446,830 | $52.5M |
| Mountain Capital Investment Advisors Inc. | 7.46% | Add +0.9% | 1,444,034 | $52.4M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -3.8% | 1,391,990 | $50.5M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +1.8% | 1,311,736 | $47.0M |
| Fund Evaluation Group, LLC | 1.13% | Reduce -5.8% | 1,153,361 | $41.8M |
| Rainey & Randall Wealth Advisors Inc. | 5.68% | Add +0.3% | 1,095,808 | $39.7M |
| Waverly Advisors, LLC | 0.21% | Reduce -2.4% | 1,017,905 | $36.9M |
| Wealthspire Advisors, LLC | 0.20% | Reduce -19.9% | 1,005,812 | $36.5M |
| Cooper/Haims Advisors, LLC | 15.49% | Reduce -5.9% | 992,925 | $36.0M |
| JMG Financial Group, Ltd. | 0.84% | Add +1.9% | 960,587 | $34.8M |
| Cerity Partners LLC | 0.04% | Add +1.5% | 901,137 | $32.7M |
| UBS Group AG | 0.01% | Reduce -0.3% | 893,714 | $32.4M |
| Benjamin Edwards Inc. | 0.28% | Add +5.8% | 857,565 | $31.1M |
| Cetera Investment Advisers | 0.03% | Reduce -2.8% | 823,721 | $29.9M |
| HBK Sorce Advisory LLC | 0.55% | Reduce -3.0% | 768,693 | $28.2M |
| SCS Capital Management LLC | 0.25% | Reduce -1.5% | 737,603 | $26.7M |
| Osaic Holdings, Inc. | 0.03% | Add +2.2% | 694,776 | $25.2M |
| Focus Partners Wealth | 0.03% | Add +25.6% | 682,534 | $24.7M |
| Susquehanna International Group, LLP | 0.02% | Reduce -2.7% | 637,348 | $23.1M |
| Ballentine Partners, LLC | 0.28% | Reduce -2.3% | 636,075 | $23.1M |
| BlueSky Wealth Advisors, LLC | 2.62% | Reduce -0.9% | 623,170 | $22.6M |
| 93 Financial Group, LLC | 8.84% | Reduce -0.9% | 617,288 | $22.4M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -12.9% | 518,521 | $18.8M |
| Summit Wealth & Retirement Planning, Inc. | 3.90% | Add +1.5% | 507,913 | $18.4M |
| TruNorth Capital Management, LLC | 2.89% | Add +10.5% | 496,715 | $18.0M |
| Naples Global Advisors, LLC | 1.10% | Add +1.5% | 492,388 | $17.9M |
| Principal Securities, Inc. | 0.21% | Add +31.8% | 480,364 | $17.4M |
| Alliance Wealth Management Group | 3.36% | Reduce -2.8% | 476,643 | $17.3M |
| Towercrest Capital Management | 2.41% | Reduce -2.8% | 476,643 | $17.3M |
| Boyd Wealth Management, LLC | 6.39% | Add +101.2% | 465,589 | $16.9M |
| Savant Capital, LLC | 0.05% | Add +101.6% | 473,499 | $16.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.23% | Reduce -2.2% | 440,417 | $16.0M |
| Procyon Advisors, LLC | 0.67% | Reduce -1.5% | 428,341 | $15.5M |
| Droms Strauss Advisors Inc. /Mo/ | 3.41% | Reduce -4.4% | 414,790 | $15.0M |
| Klingenstein Fields & Co. LP | 0.52% | Reduce -3.8% | 412,214 | $14.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -6.0% | 406,323 | $14.7M |
| Pathstone Holdings, LLC | 0.04% | Add +13.9% | 394,360 | $14.3M |
| BlackRock, Inc. | 0.00% | Add +50.7% | 385,249 | $14.0M |
| Gemmer Asset Management LLC | 0.93% | Add +3.5% | 382,946 | $13.9M |
| RFG - Bristol Wealth Advisors, LLC | 3.33% | Add +1.0% | 379,309 | $13.8M |
| Cresset Asset Management, LLC | 0.05% | Add +15.9% | 366,286 | $13.3M |
| IHT Wealth Management, LLC | 0.28% | Add +3.0% | 356,904 | $12.9M |
| LPL Financial LLC | 0.00% | Reduce -27.4% | 356,824 | $12.9M |
| Bank of America Corp. | 0.00% | Add +3.4% | 354,874 | $12.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.3% | 352,038 | $12.8M |
| Truist Financial Corp. | 0.01% | Reduce -1.6% | 342,049 | $12.4M |
| Main Street Financial Solutions, LLC | 0.79% | Add +5.2% | 339,687 | $12.3M |
| Visionary Wealth Advisors | 0.48% | Add +11.8% | 332,463 | $12.1M |
| HC Advisors, LLC | 7.23% | Add +4.6% | 328,318 | $11.9M |
| Brand Asset Management Group, Inc. | 2.63% | Reduce -1.8% | 328,242 | $11.9M |
| SigFig Wealth Management, LLC | 0.31% | Reduce -0.0% | 326,107 | $11.7M |
| BIP Wealth, LLC | 0.33% | New | 322,953 | $11.7M |
| North Star Asset Management Inc. | 0.46% | Reduce -6.2% | 322,229 | $11.7M |
| Captrust Financial Advisors | 0.02% | Reduce -3.0% | 312,716 | $11.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.4% | 305,719 | $11.1M |
| Prime Capital Investment Advisors, LLC | 0.10% | Reduce -1.6% | 295,212 | $10.7M |
| Steele Capital Management, Inc. | 0.38% | Reduce -1.8% | 287,095 | $10.4M |
| Seneca Financial Advisors LLC | 2.69% | Reduce -0.8% | 285,421 | $10.3M |
| Old Mission Capital LLC | 0.25% | Add +9.4% | 273,776 | $9.9M |
| AlphaCore Capital LLC | 0.18% | Reduce -4.2% | 272,774 | $9.9M |
| Invst, LLC | 0.96% | Add +5.3% | 272,075 | $9.9M |
| Garde Capital, Inc. | 0.44% | Reduce -1.7% | 271,769 | $9.9M |
| Berkshire Asset Management LLC | 0.38% | Add +8.7% | 269,821 | $9.8M |
| Ballast Advisors LLC | 2.33% | Reduce -1.9% | 269,165 | $9.8M |
| Royal Bank of Canada | 0.00% | Reduce -11.3% | 265,946 | $9.6M |
| Wedmont Private Capital | 0.26% | Reduce -0.8% | 262,436 | $9.6M |
| Boltwood Capital Management | 2.19% | Add +3.3% | 264,128 | $9.6M |
| Apriem Advisors | 0.82% | Reduce -4.2% | 260,903 | $9.5M |
| L2 Asset Management, LLC | 0.98% | Reduce -47.7% | 260,114 | $9.4M |
| Geneos Wealth Management Inc. | 0.18% | Add +0.7% | 248,447 | $9.0M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +14.3% | 245,329 | $8.9M |
| McAdam, LLC | 0.34% | Reduce -74.1% | 243,281 | $8.8M |
| Zacks Investment Management | 0.06% | Add +29.6% | 232,125 | $8.4M |
| Bank of New York Mellon Corp | 0.00% | Add +17.6% | 230,053 | $8.3M |
| Nicholas Hoffman & Company, LLC. | 0.18% | Reduce -0.1% | 229,545 | $8.3M |
| Valley National Advisers Inc. | 0.92% | Add +7.0% | 227,823 | $8.3M |
| Sierra Ocean, LLC | 5.68% | Add +2.5% | 226,424 | $8.2M |
| Cornerstone Wealth Advisors, Inc. | 1.67% | Add +1.4% | 220,246 | $8.0M |
| Payne Capital Management, LLC | 2.09% | Reduce -0.3% | 216,012 | $7.8M |
| Sherwood Financial Partners, LLC | 6.30% | Add +0.5% | 215,853 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -44.8% | 212,702 | $7.7M |
| Atria Investments, Inc | 0.08% | Add +0.9% | 210,697 | $7.6M |
| Courage Miller Partners, LLC | 1.99% | Reduce -0.1% | 208,377 | $7.6M |
| Arkansas Financial Group, Inc. | 0.96% | Reduce -7.8% | 202,394 | $7.3M |
| Farther Finance Advisors, LLC | 0.06% | Add +31.2% | 200,099 | $7.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Add +2.1% | 199,126 | $7.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +323.7% | 197,709 | $7.2M |
| Ackerman Capital Advisors, LLC | 1.44% | Add +0.1% | 196,787 | $7.1M |
| Bangor Savings Bank | 0.52% | Add +4.1% | 196,346 | $7.1M |
| WBH Advisory Inc. | 0.48% | Reduce -3.1% | 196,138 | $7.1M |
| Strid Group, LLC | 0.79% | Reduce -1.3% | 195,919 | $7.1M |
| Power Wealth Management LLC | 2.42% | Add +1.6% | 194,437 | $7.1M |
| Stifel Financial Corp. | 0.01% | Reduce -3.1% | 190,946 | $6.9M |
| MorganRosel Wealth Management, LLC | 2.34% | Add +4.5% | 190,814 | $6.9M |
| Johnson Financial Group, LLC | 0.36% | Reduce -2.1% | 182,738 | $6.6M |
| Northern Trust Corp. | 0.00% | Add +408.9% | 182,361 | $6.6M |
| MML Investors Services, LLC | 0.01% | Add +7.0% | 182,055 | $6.6M |
| St. Louis Trust Co | 0.75% | No change | 231,273 | $6.5M |
| Guardian Financial Partners, LLC | 2.47% | Reduce -3.6% | 175,255 | $6.4M |
| Perigon Wealth Management, LLC | 0.10% | Add +4.8% | 174,945 | $6.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.9% | 173,636 | $6.3M |
| LifePlan Investment Advisors, Inc. | 2.16% | Reduce -1.9% | 173,074 | $6.3M |
| Rwa Wealth Partners, LLC | 0.06% | Add +1.0% | 172,279 | $6.2M |
| Quantinno Capital Management LP | 0.01% | Add +46.0% | 171,345 | $6.2M |
| LVW Advisors, LLC | 0.52% | Add +407.5% | 166,689 | $6.0M |
| Cabot Wealth Management Inc. | 0.61% | Reduce -4.5% | 166,356 | $6.0M |
| Brightwater Advisory LLC | 3.74% | Reduce -3.2% | 163,176 | $5.9M |
| FIDELIS iM, LLC | 2.01% | Add +1.7% | 162,602 | $5.9M |
| Stevens Capital Partners | 1.12% | Add +64.1% | 161,907 | $5.9M |
| Parallel Advisors, LLC | 0.09% | Add +1.1% | 161,541 | $5.9M |
| Patriot Investment Management Group, Inc. | 0.33% | Add +0.2% | 159,070 | $5.8M |
| Joule Financial, LLC | 1.56% | Add +0.8% | 158,537 | $5.7M |
| EP Wealth Advisors, LLC | 0.02% | Add +7.8% | 157,786 | $5.7M |
| Fairway Financial, LLC | 3.91% | Add +0.5% | 157,507 | $5.7M |
| Wakefield Asset Management LLLP | 1.28% | Reduce -5.8% | 157,251 | $5.7M |
| MAI Capital Management | 0.02% | Add +0.9% | 157,138 | $5.7M |
| Fortis Capital Management LLC | 0.64% | Add +3.4% | 156,693 | $5.7M |
| Texas Yale Capital Corp. | 0.12% | Add +3.5% | 154,889 | $5.6M |
| Bogart Wealth, LLC | 0.19% | Add +0.8% | 153,041 | $5.5M |
| Rockbridge Investment Management, LCC | 0.45% | Reduce -2.9% | 151,894 | $5.5M |
| JFS Wealth Advisors, LLC | 0.27% | Reduce -9.9% | 148,818 | $5.4M |
| Plum Street Advisors, LLC | 1.72% | Reduce -0.0% | 148,522 | $5.4M |
| Pinkerton Wealth, LLC | 0.46% | Add +1.2% | 163,050 | $5.4M |
| Oak Family Advisors, LLC | 1.54% | Reduce -0.9% | 146,906 | $5.3M |
| CFG Wealth Management Services, Inc. | 5.15% | No change | 159,767 | $5.3M |
| Renaissance Technologies | 0.01% | Add +212.9% | 144,574 | $5.2M |
| AQR Capital Management | 0.00% | Add +57.0% | 144,545 | $5.2M |
| Composition Wealth, LLC | 0.06% | Reduce -0.3% | 144,347 | $5.2M |
| Adamsbrown Wealth Consultants LLC | 0.98% | Reduce -3.4% | 142,657 | $5.2M |
| Kohmann Bosshard Financial Services, LLC | 0.43% | Reduce -1.6% | 140,532 | $5.1M |
| Prota Financial, LLC | 3.33% | New | 140,368 | $5.1M |
| True Freedom Investing, LLC | 0.39% | Reduce -4.9% | 151,319 | $5.0M |
| Nations Financial Group Inc, /Ia/ | 0.23% | Reduce -0.0% | 134,104 | $4.9M |
| White & Co Financial Planning Inc | 3.00% | Add +0.6% | 133,457 | $4.8M |
| Upper Left Wealth Management, LLC | 2.67% | Reduce -1.8% | 132,708 | $4.8M |
| Gleason Group, Inc. | 0.42% | Add +0.1% | 132,055 | $4.8M |
| Apollon Wealth Management, LLC | 0.06% | Add +1.3% | 130,424 | $4.7M |
| Diversified Enterprises, LLC | 0.23% | Add +10.5% | 129,103 | $4.7M |
| Marotta Asset Management | 0.77% | Reduce -9.0% | 128,832 | $4.6M |
| Creekside Partners | 1.66% | Add +1.3% | 126,036 | $4.6M |
| Christensen, King & Associates Investment Services, Inc. | 1.81% | Reduce -0.3% | 125,546 | $4.6M |
| Jacobs Equity LLC | 3.11% | Add +4.7% | 124,291 | $4.5M |
| Mission Wealth Management, LP | 0.06% | Reduce -3.3% | 123,972 | $4.5M |
| Sightline Wealth Advisors, LLC | 1.63% | Add +0.1% | 123,057 | $4.5M |
| Cape Investment Advisory, Inc. | 1.19% | Add +2.9% | 122,438 | $4.4M |
| Natixis Advisors, LLC | 0.01% | Add +25.0% | 121,568 | $4.4M |
| Bishop & Co Investment Management, LLC | 1.36% | Reduce -0.2% | 121,536 | $4.4M |
| Asset Allocation Strategies LLC | 0.68% | Add +1.2% | 121,251 | $4.4M |
| United Capital Financial Advisors, LLC | 0.02% | Add +9.3% | 122,108 | $4.4M |
| Seek First Inc. | 2.76% | Add +2.2% | 120,559 | $4.4M |
| TPG Advisors LLC | 2.39% | Add +6.7% | 119,916 | $4.3M |
| GeoWealth Management, LLC | 0.14% | Reduce -14.1% | 119,538 | $4.3M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Add +0.4% | 118,674 | $4.3M |
| RKL Wealth Management LLC | 0.34% | Reduce -1.2% | 118,673 | $4.3M |
| Cascade Financial Partners, LLC | 0.36% | Reduce -1.0% | 115,854 | $4.2M |
| Stonekeep Investments, LLC | 2.42% | Add +0.7% | 114,773 | $4.2M |
| ZynergyRetirementPlanningLLC | 2.26% | Add +1.0% | 114,762 | $4.2M |
| Bleakley Financial Group, LLC | 0.05% | Add +20.2% | 114,674 | $4.2M |
| Ethos Financial Group, LLC | 0.28% | Reduce -8.2% | 118,329 | $4.1M |
| Bluespring Wealth Management, LLC | 0.08% | Add +37.6% | 113,376 | $4.1M |
| Ausdal Financial Partners, Inc. | 0.16% | Reduce -12.4% | 112,962 | $4.1M |
| Plancorp, LLC | 0.10% | Add +1162.4% | 113,288 | $4.1M |
| Orcam Financial Group | 1.97% | Add +25.7% | 111,359 | $4.0M |
| Betterment LLC | 0.01% | Reduce -1.4% | 111,172 | $4.0M |
| Fort Point Capital Partners LLC | 0.42% | Add +2.4% | 108,220 | $3.9M |
| Myecfo, LLC | 1.47% | Reduce -0.9% | 107,761 | $3.9M |
| Brandywine Oak Private Wealth LLC | 0.30% | Reduce -1.4% | 107,569 | $3.9M |
| Sollinda Capital Management LLC | 0.82% | Add +6.6% | 105,702 | $3.8M |
| Pioneer Wealth Management Group | 0.92% | Reduce -5.6% | 105,175 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -1.5% | 104,948 | $3.8M |
| Hamilton Capital, LLC | 0.19% | Add +7.7% | 104,812 | $3.8M |
| Sonoma Allocations LLC | 1.18% | New | 95,877 | $3.8M |
| Destination Wealth Management | 0.09% | Add +0.5% | 104,050 | $3.8M |
| Arnold Financial Planning LLC | 2.77% | Add +3.9% | 102,585 | $3.7M |
| North Forty Two & Co. | 3.12% | Add +3.9% | 101,376 | $3.7M |
| Kathmere Capital Management, LLC | 0.19% | Reduce -5.3% | 99,483 | $3.6M |
| Omega Financial Group, LLC | 1.09% | Add +0.4% | 98,889 | $3.6M |
| Citigroup Inc. | 0.00% | Reduce -1.0% | 97,635 | $3.5M |
| BCK Partners, Inc. | 1.69% | Add +0.3% | 96,763 | $3.5M |
| Nikulski Financial, Inc. | 0.75% | Add +30.6% | 96,382 | $3.5M |
| Lee Financial Co | 0.44% | Reduce -1.9% | 95,863 | $3.5M |
| Koesten, Hirschmann & Crabtree, INC. | 1.44% | Reduce -2.3% | 95,236 | $3.5M |
| Curbstone Financial Management Corp | 0.56% | Reduce -0.7% | 91,144 | $3.3M |
| Strategic Financial Planning, Inc. | 1.70% | New | 89,994 | $3.3M |
| Leavell Investment Management, Inc. | 0.12% | Add +0.1% | 89,816 | $3.3M |
| Accurate Wealth Management, LLC | 0.31% | Add +7.6% | 89,083 | $3.3M |
| Soltis Investment Advisors LLC | 0.18% | Add +29.0% | 85,922 | $3.1M |
| Allen Capital Group, LLC | 0.25% | Add +17.5% | 85,600 | $3.1M |
| Ifrah Financial Services, Inc. | 0.75% | Reduce -2.8% | 84,959 | $3.1M |
| Hengehold Capital Management LLC | 0.24% | Reduce -0.2% | 84,687 | $3.1M |
| Capital Analysts, LLC | 0.07% | Add +26.8% | 82,960 | $3.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -3.9% | 81,637 | $3.0M |
| Walkner Condon Financial Advisors LLC | 0.34% | Add +7.4% | 81,325 | $2.9M |
| Howard Financial Services, LTD. | 0.29% | Reduce -0.7% | 81,218 | $2.9M |
| Chesapeake Wealth Management | 0.82% | Add +2.7% | 80,879 | $2.9M |
| Williams Financial, LLC | 1.51% | Add +5.4% | 80,438 | $2.9M |
| Asset Management Group, Inc. | 0.43% | Reduce -0.7% | 80,322 | $2.9M |
| MBE Wealth Management, LLC | 1.01% | Add +1.3% | 79,015 | $2.9M |
| Lodestar Private Asset Management LLC | 0.25% | Add +1.5% | 78,620 | $2.9M |
| FAS Wealth Partners, Inc. | 0.15% | Reduce -2.3% | 78,365 | $2.8M |
| Tortoise Investment Management, LLC | 0.21% | Add +0.1% | 77,970 | $2.8M |
| Etesian Wealth Advisors, Inc. | 0.83% | Reduce -1.7% | 77,017 | $2.8M |
| Arcataur Capital Management LLC | 0.69% | Reduce -1.6% | 76,536 | $2.8M |
| Strive Financial Group ,LLC | 1.18% | Add +404.9% | 75,180 | $2.7M |
| Badgley Phelps Wealth Managers, LLC | 0.05% | Reduce -4.0% | 75,151 | $2.7M |
| Continental Investors Services, Inc. | 2.10% | Add +40.0% | 72,632 | $2.7M |
| Dakota Wealth Management | 0.05% | Reduce -26.3% | 72,317 | $2.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Reduce -3.3% | 71,371 | $2.6M |
| Focus Financial Network, Inc. | 0.08% | Add +5.9% | 70,319 | $2.5M |
| Oakwell Private Wealth Management, LLC | 0.42% | Reduce -0.1% | 70,086 | $2.5M |
| Goldstone Financial Group, LLC | 0.23% | Reduce -7.3% | 69,623 | $2.5M |
| Ritholtz Wealth Management | 0.04% | Reduce -3.6% | 69,264 | $2.5M |
| Avior Wealth Management, LLC | 0.07% | Reduce -0.4% | 68,743 | $2.5M |
| HUB Investment Partners, LLC | 0.05% | Reduce -1.4% | 68,109 | $2.5M |
| Roberts Wealth Advisors, LLC | 0.56% | Reduce -1.4% | 68,101 | $2.5M |
| CoreCap Advisors, LLC | 0.07% | Reduce -7.2% | 67,433 | $2.4M |
| Indie Asset Partners, LLC | 2.26% | Add +4.2% | 64,993 | $2.4M |
| Integrity Alliance, Llc. | 0.07% | Reduce -1.4% | 64,872 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.4% | 64,534 | $2.3M |
| WorthPointe, LLC | 0.59% | Add +4.7% | 64,417 | $2.3M |
| Vaquero Private Wealth, Ltd. | 0.48% | — | 64,294 | $2.3M |
| Blankinship & Foster, LLC | 0.47% | Add +0.1% | 63,987 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -13.5% | 63,903 | $2.3M |
| World Investment Advisors | 0.04% | No change | 69,837 | $2.3M |
| Breakwater Investment Management | 0.78% | Reduce -1.4% | 63,014 | $2.3M |
| Allworth Financial LP | 0.01% | Add +9.8% | 62,240 | $2.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -2.2% | 62,222 | $2.3M |
| Fifth Third Bancorp | 0.00% | Add +1.6% | 61,233 | $2.2M |
| Capital Investment Advisory Services, LLC | 0.14% | Add +3.3% | 60,940 | $2.2M |
| Schneider Downs Wealth Management Advisors, LP | 0.21% | Reduce -8.7% | 60,826 | $2.2M |
| Thompson Investment Management, Inc. | 0.25% | Add +2.7% | 60,547 | $2.2M |
| Payne Capital LLC | 1.82% | Reduce -0.1% | 60,106 | $2.2M |
| Hancock Whitney Corp. | 0.04% | Reduce -13.3% | 60,013 | $2.2M |
| Valeo Financial Advisors, LLC | 0.05% | Add +4.3% | 59,906 | $2.2M |
| West Paces Advisors Inc. | 0.36% | Reduce -1.1% | 59,329 | $2.2M |
| Winthrop Capital Management, LLC | 0.52% | Add +0.6% | 59,274 | $2.1M |
| DRW Securities, LLC | 0.13% | New | 58,184 | $2.1M |
| James J. Burns & Company, LLC | 0.23% | Reduce -0.2% | 58,031 | $2.1M |
| Valued Wealth Advisors LLC | 0.76% | Reduce -0.6% | 57,311 | $2.1M |
| Veridan Wealth LLC | 0.72% | Add +0.7% | 56,626 | $2.1M |
| CAP Partners, LLC | 1.00% | Reduce -16.0% | 56,616 | $2.1M |
| Up Strategic Wealth Investment Advisors LLC | 1.20% | No change | 55,104 | $2.0M |
| Moneywise, Inc. | 0.75% | Add +22.7% | 55,710 | $2.0M |
| Holistic Financial Partners | 1.21% | Reduce -35.1% | 54,589 | $2.0M |
| Lyell Wealth Management, LP | 0.12% | Add +34.9% | 53,885 | $2.0M |
| Phillip James Consulting Co. | 1.30% | New | 53,830 | $2.0M |
| Embree Financial Group | 0.19% | Reduce -6.9% | 53,226 | $1.9M |
| Econ Financial Services Corp | 0.89% | Add +2.1% | 52,753 | $1.9M |
| Ami Investment Management Inc. | 0.41% | Reduce -9.0% | 52,563 | $1.9M |
| Bailard, Inc. | 0.04% | Add +1.8% | 52,250 | $1.9M |
| Ironwood Investment Management LLC | 0.65% | Add +32.1% | 52,159 | $1.9M |
| Brookstone Capital Management | 0.02% | Add +24.9% | 51,442 | $1.9M |
| Nalls Sherbakoff Group, LLC | 1.32% | Add +0.1% | 51,184 | $1.9M |
| Anchor Investment Management, LLC | 0.14% | Reduce -13.6% | 50,920 | $1.8M |
| Diversified Trust Co. | 0.03% | Add +17.6% | 50,287 | $1.8M |
| Integrated Wealth Concepts LLC | 0.01% | Add +18.4% | 50,120 | $1.8M |
| Foster Group, Inc. | 0.05% | Add +5.5% | 49,883 | $1.8M |
| Smith Partners Wealth Management, LLC | 1.43% | Add +54.5% | 49,613 | $1.8M |
| James Investment Research, Inc. | 0.18% | Add +10.0% | 49,396 | $1.8M |
| Clay Northam Wealth Management, LLC | 0.87% | No change | 48,556 | $1.8M |
| Balboa Wealth Partners | 0.24% | Add +71.6% | 48,471 | $1.8M |
| Elevated Financial Group LLC | 0.49% | Reduce -2.8% | 48,133 | $1.7M |
| Aptus Capital Advisors, LLC | 0.01% | Add +9.0% | 48,022 | $1.7M |
| Roundview Capital LLC | 0.09% | Add +6.8% | 47,552 | $1.7M |
| Opus Capital Group, LLC | 0.17% | New | 47,450 | $1.7M |
| Bell Investment Advisors, Inc | 0.25% | Reduce -8.8% | 47,418 | $1.7M |
| Meramec Financial Planners, LLC | 0.63% | Reduce -3.5% | 48,148 | $1.7M |
| Passive Capital Management, LLC. | 0.54% | Add +0.8% | 52,357 | $1.7M |
| Rialto Wealth Management, LLC | 0.33% | Reduce -3.9% | 46,430 | $1.7M |
| Alaska Wealth Advisors, LLC | 0.18% | Add +24.1% | 46,372 | $1.7M |
| Noble Family Wealth, LLC | 0.30% | Add +0.1% | 46,096 | $1.7M |
| Axxcess Wealth Management, LLC | 0.03% | Add +52.1% | 45,931 | $1.7M |
| IFP Advisors, Inc | 0.03% | Add +24.9% | 45,469 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -6.8% | 44,957 | $1.6M |
| Brighton Jones LLC | 0.03% | Reduce -6.2% | 44,884 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Add +8.6% | 44,676 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.8% | 44,481 | $1.6M |
| Global Retirement Partners, LLC | 0.02% | — | 44,341 | $1.6M |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.2% | 43,182 | $1.6M |
| Empower Advisory Group, LLC | 0.00% | Add +1.1% | 42,938 | $1.6M |
| Values Added Financial LLC | 0.56% | Add +3.4% | 42,911 | $1.6M |
| Greenline Partners, LLC | 0.16% | Add +0.0% | 42,898 | $1.6M |
| Silver Oak Securities, Incorporated | 0.09% | Add +1.5% | 42,601 | $1.5M |
| Armor Investment Advisors, LLC | 0.49% | Reduce -1.1% | 42,234 | $1.5M |
| Creative Financial Designs Inc. | 0.07% | Add +4.1% | 42,065 | $1.5M |
| Kiley Juergens Wealth Management, LLC | 0.24% | Add +3.6% | 42,042 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.17% | Add +19.0% | 41,989 | $1.5M |
| Hantz Financial Services, Inc. | 0.02% | Reduce -84.9% | 41,860 | $1.5M |
| Quadrant Capital Group LLC | 0.04% | Reduce -3.3% | 41,659 | $1.5M |
| FSM Wealth Advisors, LLC | 0.16% | Reduce -2.2% | 41,511 | $1.5M |
| Alpha Omega Wealth Management LLC | 0.23% | Add +0.1% | 41,415 | $1.5M |
| Modera Wealth Management, LLC | 0.02% | Reduce -3.4% | 41,133 | $1.5M |
| National Wealth Management Group, LLC | 0.45% | Add +151.6% | 40,538 | $1.5M |
| Mutual Advisors, LLC | 0.03% | Add +0.9% | 40,454 | $1.5M |
| Disciplined Investors, L.L.C. | 0.73% | Add +0.7% | 40,394 | $1.5M |
| Athena Investment Management | 0.86% | Reduce -14.0% | 40,038 | $1.5M |
| Wilkins Miller Wealth Management, LLC | 0.79% | Add +5.7% | 39,802 | $1.4M |
| Trust Point Inc. | 0.12% | No change | 39,468 | $1.4M |
| Financial Solutions Advisory Group, Inc. | 0.18% | Reduce -3.0% | 38,890 | $1.4M |
| Madden Advisory Services, Inc. | 0.51% | Reduce -0.4% | 38,841 | $1.4M |
| Windward Private Wealth Management Inc. | 0.44% | Reduce -2.6% | 38,316 | $1.4M |
| Emerald Advisors, LLC | 0.17% | Reduce -1.0% | 38,012 | $1.4M |
| Sage Financial Group Inc. | 0.08% | Add +7.4% | 37,870 | $1.4M |
| Johnson Bixby & Associates, LLC | 0.15% | Add +0.5% | 37,747 | $1.4M |
| BCS Wealth Management | 0.25% | Add +1.1% | 37,574 | $1.4M |
| Bond & Devick Financial Network, Inc. | 0.33% | No change | 37,353 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +27.3% | 37,235 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +134.2% | 37,018 | $1.3M |
| Bessemer Group Inc. | 0.00% | Add +701.1% | 36,905 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +10.8% | 36,875 | $1.3M |
| Ignite Planners, LLC | 0.18% | Reduce -4.2% | 36,402 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +189.7% | 35,856 | $1.3M |
| TRUE Private Wealth Advisors | 0.11% | Add +1.2% | 35,809 | $1.3M |
| OLIO Financial Planning | 0.32% | Reduce -8.1% | 35,599 | $1.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 36,000 | $1.3M |
| Worth Asset Management, LLC | 0.41% | Add +80.6% | 35,511 | $1.3M |
| Cambridge Financial Group, LLC | 0.40% | Add +2.2% | 35,368 | $1.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Reduce -0.5% | 35,074 | $1.3M |
| Armbruster Capital Management, Inc. | 0.19% | Add +0.0% | 35,056 | $1.3M |
| L.K. Benson & Company, P.C. | 0.38% | Add +0.6% | 35,049 | $1.3M |
| Global Financial Private Client, LLC | 0.34% | Reduce -0.4% | 34,897 | $1.3M |
| Savvy Advisors, Inc. | 0.03% | Reduce -3.0% | 34,667 | $1.3M |
| C M Bidwell & Associates Ltd. | 0.51% | Add +3.0% | 34,162 | $1.2M |
| WJ Financial Advisors LLC | 0.90% | Reduce -0.3% | 33,909 | $1.2M |
| Ironwood Wealth Management, LLC. | 0.27% | Reduce -9.4% | 33,781 | $1.2M |
| Chicago Partners Investment Group LLC | 0.02% | Add +5.2% | 34,285 | $1.2M |
| J. Derek Lewis & Associates Inc. | 0.23% | Add +0.1% | 33,531 | $1.2M |
| FF Advisors,LLC | 0.45% | Reduce -0.7% | 33,374 | $1.2M |
| Strategic Blueprint, LLC | 0.06% | Reduce -3.8% | 33,134 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +36.1% | 32,845 | $1.2M |
| Sunburst Financial Group, LLC | 0.20% | Reduce -1.4% | 32,549 | $1.2M |
| Whittier Trust Co. | 0.01% | Add +21.4% | 32,337 | $1.2M |
| Cahill Financial Advisors Inc. | 0.11% | Reduce -6.7% | 32,517 | $1.2M |
| Navigation Wealth Management, Inc. | 1.62% | Add +4.9% | 32,375 | $1.2M |
| Tradition Wealth Management, LLC | 0.07% | Reduce -0.4% | 32,213 | $1.2M |
| Whitcomb & Hess, Inc. | 0.25% | Reduce -0.2% | 31,837 | $1.2M |
| Fort Vancouver Investment Management, LLC | 0.54% | Add +0.7% | 31,802 | $1.2M |
| Nuveen, LLC | 0.00% | New | 31,558 | $1.1M |
| Blair William & Co. | 0.00% | Add +2.2% | 31,384 | $1.1M |
| Fortis Capital Advisors, LLC | 0.13% | Reduce -1.8% | 31,249 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Reduce -1.8% | 31,249 | $1.1M |
| Oxford Financial Group, LTD. LLC | 0.06% | No change | 31,160 | $1.1M |
| Element Wealth, LLC | 0.42% | Add +0.0% | 31,104 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -5.4% | 30,998 | $1.1M |
| Tower Bridge Advisors | 0.10% | Add +0.1% | 30,067 | $1.1M |
| Associated Banc-Corp | 0.03% | New | 30,000 | $1.1M |
| Sax Wealth Advisors, LLC | 0.04% | Add +167.2% | 32,684 | $1.1M |
| Park Avenue Securities LLC | 0.01% | New | 29,655 | $1.1M |
| Freestone Capital Holdings, LLC | 0.03% | Add +236.3% | 29,631 | $1.1M |
| Lowe Brockenbrough & Co. Inc. | 0.05% | Reduce -16.8% | 29,603 | $1.1M |
| American Investment Services, Inc. | 0.23% | Reduce -0.1% | 29,458 | $1.1M |
| Csenge Advisory Group | 0.04% | Reduce -0.6% | 28,943 | $1.0M |
| Morling Financial Advisors, LLC | 0.29% | Reduce -2.3% | 28,720 | $1.0M |
| Smartleaf Asset Management LLC | 0.03% | No change | 28,937 | $1.0M |
| Phil A. Younker & Associates, Ltd. | 0.70% | No change | 28,669 | $1.0M |
| Fearless Solutions, LLC dba Best Invest | 0.55% | Reduce -0.4% | 28,536 | $1.0M |
| CIBC Bancorp USA Inc. | 0.00% | Add +0.9% | 28,387 | $1.0M |
| First Manhattan Co. Llc. | 0.00% | Add +9.8% | 28,221 | $1.0M |
| Sei Investments Co. | 0.00% | Reduce -2.1% | 28,029 | $1.0M |
| CVA Family Office, LLC | 0.09% | Add +2.9% | 27,764 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -4.5% | 27,660 | $1.0M |
| FinDec Wealth Services, Inc. | 1.18% | Reduce -4.9% | 27,593 | $1.0M |
| Westmount Partners, LLC | 0.22% | No change | 27,508 | $997K |
| Per Stirling Capital Management, LLC. | 0.09% | Add +0.0% | 27,257 | $988K |
| Tempus Wealth Planning, LLC | 0.19% | Add +8.4% | 26,685 | $968K |
| Kearns & Associates LLC | 0.45% | Add +1.9% | 26,649 | $966K |
| M1 Capital Management LLC | 0.36% | Reduce -12.3% | 26,609 | $965K |
| Watershed Private Wealth LLC | 0.27% | Reduce -5.1% | 26,557 | $963K |
| Asset Dedication, LLC | 0.06% | Add +13.8% | 25,808 | $936K |
| OneAscent Financial Services LLC | 0.04% | Reduce -1.6% | 25,655 | $930K |
| Baird Financial Group, Inc. | 0.00% | Add +0.8% | 25,636 | $930K |
| Fonville Wealth Management LLC | 0.15% | Add +5.1% | 25,476 | $924K |
| Firestone Capital Management | 0.17% | Add +0.1% | 25,404 | $921K |
| Altfest L J & Co. Inc. | 0.09% | Reduce -4.0% | 25,135 | $911K |
| Clearwater Capital Advisors, LLC | 0.07% | Reduce -6.3% | 25,109 | $910K |
| NorthCrest Asset Manangement, LLC | 0.02% | New | 25,030 | $909K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -1.6% | 24,969 | $905K |
| WLTH Capital Management, LLC | 0.58% | Reduce -0.5% | 24,946 | $905K |
| Everhart Financial Group, Inc. | 0.06% | Reduce -5.8% | 24,743 | $897K |
| Vise Technologies, Inc. | 0.01% | Reduce -36.4% | 24,680 | $895K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.36% | No change | 24,242 | $879K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -72.3% | 24,190 | $877K |
| RFG Advisory, LLC | 0.01% | Reduce -10.9% | 23,943 | $868K |
| Sigma Planning Corp | 0.02% | Reduce -0.6% | 23,862 | $865K |
| Sand Hill Global Advisors, LLC | 0.03% | No change | 23,792 | $863K |
| FFT Wealth Management LLC | 0.14% | Add +0.0% | 23,760 | $862K |
| Broadview Financial Management, LLC | 0.53% | Reduce -0.8% | 23,710 | $860K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -8.5% | 23,313 | $845K |
| Wealthfront Advisers LLC | 0.00% | Add +25.0% | 22,915 | $831K |
| HHM Wealth Advisors, LLC | 0.08% | Reduce -2.1% | 22,835 | $828K |
| Advisory Services Network, LLC | 0.01% | Reduce -7.8% | 22,505 | $816K |
| Commerce Bank | 0.00% | Reduce -0.8% | 22,493 | $816K |
| Ieq Capital, LLC | 0.00% | Add +41.3% | 22,482 | $815K |
| Murphy & Mullick Capital Management Corp | 0.50% | Reduce -9.0% | 22,355 | $811K |
| Avant Financial Advisors LLC | 0.50% | Reduce -0.2% | 22,283 | $808K |
| Apella Capital, LLC | 0.01% | Add +20.5% | 22,356 | $800K |
| Glenmede Trust Co. NA | 0.00% | Reduce 0.0% | 21,991 | $797K |
| Harbour Investments, Inc. | 0.01% | Reduce -9.3% | 21,942 | $796K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -5.3% | 21,894 | $794K |
| Aspen Investment Management Inc | 0.21% | Reduce -3.8% | 21,652 | $785K |
| MCF Advisors LLC | 0.03% | Reduce -5.3% | 21,497 | $779K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -20.4% | 21,422 | $777K |
| FC Advisory LLC | 0.20% | Reduce -3.1% | 21,140 | $767K |
| Falcon Wealth Planning | 0.05% | Reduce -2.9% | 20,881 | $757K |
| Rehmann Capital Advisory Group | 0.03% | No change | 20,703 | $751K |
| Parsonex Advisory Services, Inc. | 0.65% | Reduce -4.7% | 20,647 | $749K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -25.5% | 20,525 | $744K |
| Aegis Wealth Management LLC | 0.35% | Add +0.2% | 20,497 | $743K |
| Bullock Wealth Management Group | 0.32% | Add +0.6% | 20,615 | $742K |
| Vawter Financial, Ltd. | 0.28% | Reduce -9.0% | 20,419 | $740K |
| Simplicity Wealth,LLC | 0.02% | Reduce -3.7% | 20,232 | $734K |
| Coastwise Capital Group, LLC | 0.42% | Add +15.5% | 20,114 | $729K |
| Directional Asset Management | 0.69% | Add +0.6% | 19,935 | $723K |
| Bcwm, LLC | 0.21% | Reduce -2.5% | 19,855 | $720K |
| PDS Planning, Inc | 0.04% | Add +8.5% | 19,848 | $720K |
| Summit Financial, LLC | 0.01% | Add +0.5% | 19,819 | $719K |
| Facet Wealth, Inc. | 0.01% | Add +39.6% | 19,696 | $714K |
| Range Advisory, LLC | 0.08% | Add +37.7% | 19,613 | $711K |
| United Advisor Group, LLC | 0.08% | Add +8.4% | 19,512 | $707K |
| IF Advisors, LLC | 0.46% | No change | 19,402 | $704K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -1.3% | 19,276 | $699K |
| Rosenberg Matthew Hamilton | 0.13% | No change | 19,233 | $697K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +2.1% | 19,143 | $694K |
| Johnson Investment Counsel Inc. | 0.01% | Add +126.6% | 18,922 | $686K |
| Reston Wealth Management LLC | 0.18% | Reduce -1.5% | 18,903 | $685K |
| Portside Wealth Group, LLC | 0.08% | Add +38.3% | 18,762 | $680K |
| Keyvantage Wealth, LLC | 0.25% | Reduce -4.7% | 18,364 | $666K |
| Orographic Financial Advisors, LLC | 0.44% | Reduce -0.7% | 17,915 | $661K |
| Rothschild Wealth LLC | 0.05% | Reduce -0.1% | 18,052 | $655K |
| HORAN Wealth, LLC | 0.08% | Reduce -8.2% | 18,000 | $653K |
| Argos Wealth Advisors, LLC | 0.17% | Add +3.5% | 17,884 | $648K |
| Abacus Planning Group, Inc. | 0.08% | Reduce -1.2% | 17,833 | $647K |
| Balefire, LLC | 0.11% | Reduce -14.7% | 17,822 | $646K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +25.4% | 17,810 | $646K |
| Sachetta, LLC | 0.31% | Reduce -0.9% | 17,807 | $646K |
| Granite Islands Private Wealth, LLC | 0.47% | Add +17.8% | 17,617 | $639K |
| Elser Financial Planning, Inc | 0.03% | Reduce -2.4% | 17,389 | $631K |
| 3 Factor Indexing, LLC | 0.53% | Reduce -2.9% | 17,309 | $628K |
| Evensky & Katz LLC | 0.03% | Reduce -3.2% | 17,287 | $627K |
| River's Edge Wealth Management, LLC | 0.55% | Reduce -5.6% | 17,195 | $625K |
| Sovran Advisors, LLC | 0.05% | Add +80.8% | 17,660 | $624K |
| HRT Financial LP | 0.00% | New | 17,215 | $624K |
| Clarity Capital Advisors, LLC | 0.26% | Add +0.1% | 17,199 | $624K |
| Cherry Tree Wealth Management, LLC | 0.12% | Add +0.7% | 17,178 | $623K |
| Valley Forge Investment Consultants Inc. Adv | 0.16% | Add +53.0% | 17,061 | $619K |
| WealthPlan Investment Management, LLC | 0.03% | Add +0.9% | 16,996 | $616K |
| Van Strum & Towne Inc. | 0.17% | Add +28.1% | 16,989 | $616K |
| Act Wealth Management, LLC | 0.18% | Add +1.9% | 16,953 | $615K |
| Arax Advisory Partners | 0.00% | Add +267.2% | 16,894 | $613K |
| Lido Advisors, LLC | 0.00% | Add +19.8% | 16,829 | $610K |
| Medallion Wealth Advisors, LLC | 0.19% | Add +2.9% | 16,779 | $609K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -3.6% | 16,735 | $607K |
| Modus Advisors, LLC | 0.15% | Reduce -0.0% | 16,701 | $606K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Reduce -1.2% | 16,520 | $599K |
| Private Advisor Group, LLC | 0.00% | Reduce -81.1% | 16,518 | $599K |
| Thrive Wealth Management, LLC | 0.08% | Add +57.7% | 16,411 | $595K |
| Acropolis Investment Management, LLC | 0.02% | No change | 16,395 | $594K |
| Amicus Financial Advisors, LLC | 0.15% | Reduce -3.7% | 16,381 | $594K |
| Wilson & Boucher Capital Management, LLC | 0.34% | No change | 16,107 | $584K |
| Robinswood Financial LLC | 0.17% | Add +169.2% | 16,054 | $582K |
| Meeder Advisory Services, Inc. | 0.02% | Add +1.5% | 16,045 | $582K |
| Meridian Wealth Management, LLC | 0.02% | Add +12.1% | 16,002 | $580K |
| Laraway Financial Advisors Inc | 0.35% | No change | 15,969 | $579K |
| Advyzon Investment Management, LLC | 0.04% | Reduce -16.7% | 15,896 | $576K |
| Sfmg, LLC | 0.04% | Add +0.0% | 15,859 | $575K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.08% | Reduce -15.3% | 15,811 | $573K |
| Curtis Advisory Group, LLC | 0.11% | Reduce -2.6% | 15,779 | $572K |
| Red Door Wealth Management, LLC | 0.05% | Add +2.6% | 15,756 | $571K |
| Blossom Wealth Management | 0.80% | Reduce -2.9% | 15,711 | $570K |
| SYM FINANCIAL Corp | 0.05% | No change | 15,669 | $568K |
| Fiduciary Financial Advisors | 0.06% | New | 15,631 | $567K |
| Modern Wealth Management, LLC | 0.01% | Add +7.2% | 15,543 | $564K |
| Choreo, LLC | 0.01% | Add +0.8% | 15,414 | $559K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +30.6% | 15,312 | $555K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Add +104.0% | 15,311 | $555K |
| OFS Enterprise LLC | 0.14% | Add +0.1% | 15,260 | $553K |
| Fiduciary Alliance LLC | 0.04% | Reduce -16.5% | 15,255 | $553K |
| One Capital Management, LLC | 0.02% | No change | 16,770 | $553K |
| &partners | 0.00% | Add +14.9% | 15,229 | $552K |
| Retirement Planning Group, LLC | 0.01% | Add +9.1% | 15,221 | $552K |
| BWM Planning, LLC | 0.13% | Reduce -15.9% | 14,997 | $544K |
| Abound Wealth Management | 0.11% | Add +0.1% | 14,889 | $540K |
| Geometric Wealth Advisors | 0.06% | Add +6.0% | 14,860 | $539K |
| Zhang Financial LLC | 0.02% | Add +5.0% | 14,848 | $538K |
| Brown Advisory Inc. | 0.00% | Reduce -10.7% | 14,843 | $538K |
| CDKV Holdings LLC | 0.42% | Add +0.2% | 14,659 | $532K |
| Evermay Wealth Management LLC | 0.05% | Reduce -0.3% | 14,560 | $528K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -0.6% | 14,538 | $527K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +0.7% | 14,528 | $527K |
| Sheets Smith Wealth Management | 0.05% | Add +0.2% | 14,510 | $526K |
| Bourgeon Capital Management LLC | 0.08% | Reduce -26.1% | 14,450 | $524K |
| NorthRock Partners, LLC | 0.01% | Reduce -11.8% | 14,364 | $521K |
| Livet Wealth, LLC | 0.30% | Add +0.1% | 14,315 | $519K |
| Gradient Capital Advisors, LLC | 0.12% | Reduce -0.7% | 14,300 | $519K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -0.0% | 14,237 | $516K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.14% | Add +1.7% | 13,997 | $508K |
| Birchwood Financial Partners, Inc. | 0.41% | Add +0.1% | 13,915 | $505K |
| Gambit Capital Management, LLC | 0.29% | Add +0.0% | 13,876 | $503K |
| Ameritas Advisory Services, LLC | 0.01% | Add +42.5% | 13,865 | $503K |
| Nicolet Bankshares Inc. | 0.02% | No change | 13,592 | $493K |
| Evanson Financial, LLC | 0.02% | — | 13,547 | $491K |
| Pflug Koory, LLC | 0.20% | Add +3.1% | 13,510 | $490K |
| Hardin Capital Partners, LLC | 0.23% | Add +5.3% | 13,458 | $488K |
| Sterling Financial Planning, Inc. | 0.13% | Reduce -10.9% | 13,381 | $485K |
| Foundations Investment Advisors, LLC | 0.01% | Add +7.5% | 13,302 | $482K |
| LOM Asset Management Ltd | 0.12% | Reduce -7.7% | 13,235 | $480K |
| Yoffe Investment Management, LLC | 0.55% | No change | 13,228 | $480K |
| Private Capital Management, LLC | 0.04% | Add +21.9% | 13,181 | $478K |
| Appleton Partners Inc. | 0.03% | Add +7.3% | 13,164 | $477K |
| International Assets Investment Management, LLC | 0.03% | Add +5.4% | 13,129 | $473K |
| Cooke Wealth Management, LLC | 0.38% | Add +2.7% | 12,828 | $465K |
| Atlas Capital Advisors Inc. | 0.05% | Add +7.1% | 12,813 | $465K |
| Sachem Hill LLC | 0.08% | Reduce -13.4% | 12,749 | $462K |
| Warwick Investment Management, Inc. | 0.05% | Add +6.5% | 12,709 | $461K |
| Sunesis Advisors, LLC | 0.19% | No change | 12,698 | $460K |
| Grey Ledge Advisors, LLC | 0.09% | Reduce -0.3% | 12,691 | $460K |
| Apeiron RIA LLC | 0.12% | No change | 12,684 | $460K |
| PFG Advisors | 0.02% | Reduce -4.3% | 12,579 | $456K |
| Caprock Group, LLC | 0.01% | Add +75.6% | 12,558 | $455K |
| SWS Partners | 0.10% | Reduce -1.4% | 12,531 | $454K |
| Front Row Advisors LLC | 0.13% | Add +9.5% | 12,313 | $453K |
| Tudor Investment Corporation | 0.00% | New | 12,412 | $450K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +1.3% | 12,367 | $448K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -7.4% | 12,312 | $446K |
| Foster & Motley Inc. | 0.02% | Reduce -12.3% | 12,237 | $444K |
| Parkwoods Wealth Partners, LLC | 0.07% | New | 12,166 | $441K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -1.9% | 11,941 | $433K |
| Tru Independence Asset Management 2, LLC | 0.23% | No change | 11,910 | $432K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +41.5% | 11,855 | $430K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -50.9% | 11,819 | $429K |
| AE Wealth Management LLC | 0.00% | Add +21.2% | 11,753 | $426K |
| Almanack Investment Partners, LLC. | 0.05% | Reduce -96.7% | 11,638 | $422K |
| Daybright Advisory Services, Inc. | 0.10% | Reduce -12.0% | 11,708 | $422K |
| Comprehensive Money Management Services LLC | 0.26% | Reduce -4.5% | 11,588 | $420K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +175.1% | 11,390 | $408K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | No change | 11,172 | $405K |
| Ancora Advisors LLC | 0.01% | Reduce -9.6% | 11,157 | $405K |
| First Growth Capital LLC | 0.30% | No change | 11,062 | $401K |
| Motive Wealth Advisors | 0.16% | Reduce -6.8% | 11,012 | $399K |
| Waterford Advisors, LLC | 0.11% | No change | 11,780 | $399K |
| Old National Bancorp | 0.01% | No change | 10,985 | $398K |
| BSW Wealth Partners | 0.04% | Reduce -0.5% | 10,953 | $397K |
| Paragon Private Wealth Management, LLC | 0.10% | Add +2.3% | 10,953 | $397K |
| Alteri Wealth LLC | 0.11% | Reduce -11.2% | 10,872 | $394K |
| Trek Financial, LLC | 0.02% | Add +9.1% | 10,809 | $392K |
| Aspiring Ventures, LLC | 0.10% | Reduce -5.0% | 10,739 | $389K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -4.8% | 10,573 | $383K |
| Bfsg, LLC | 0.03% | Reduce -4.3% | 10,497 | $381K |
| Signaturefd, LLC | 0.01% | Add +15.7% | 10,451 | $379K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -8.1% | 10,431 | $378K |
| Golden State Wealth Management, LLC | 0.03% | No change | 10,416 | $378K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 10,365 | $376K |
| Capital Advisors, Ltd. LLC | 0.04% | Reduce -1.2% | 10,310 | $374K |
| Empirical Asset Management, LLC | 0.08% | Reduce -4.1% | 10,238 | $371K |
| Compound Planning, Inc. | 0.01% | Reduce -16.6% | 10,204 | $370K |
| Gilbert & Cook, Inc. | 0.04% | Reduce -7.6% | 10,187 | $369K |
| MJT & Associates Financial Advisory Group, Inc. | 0.24% | No change | 10,073 | $365K |
| Evergreen Capital Management LLC | 0.01% | Add +1.1% | 10,009 | $363K |
| Schaeffer Financial LLC | 0.28% | Add +0.1% | 9,956 | $361K |
| PKS Advisory Services, LLC | 0.06% | New | 9,942 | $360K |
| Argent Trust Co | 0.01% | No change | 9,864 | $358K |
| ETF Store, Inc. | 0.30% | Reduce -16.0% | 9,860 | $358K |
| Twele Capital Management, Inc. | 0.06% | Reduce -2.7% | 9,846 | $357K |
| Gilpin Wealth Management, LLC | 0.25% | No change | 9,810 | $356K |
| Global Strategic Investment Solutions, LLC | 0.03% | Add +6.5% | 9,795 | $355K |
| VSM Wealth Advisory, LLC | 0.09% | Reduce -1.4% | 9,789 | $355K |
| Bensler, LLC | 0.03% | Reduce -3.8% | 9,753 | $354K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +15.0% | 9,645 | $350K |
| Prairieview Wealth Partners, LLC | 0.26% | Reduce -3.3% | 9,642 | $350K |
| Richardson Capital Management LLC | 0.15% | Add +0.1% | 9,603 | $348K |
| Warner Financial, Inc. | 0.10% | Add +0.2% | 9,472 | $343K |
| Larson Financial Group LLC | 0.01% | Reduce -13.6% | 9,460 | $343K |
| Steelhead Wealth Management LLC | 0.14% | Add +2.8% | 9,455 | $342K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -30.7% | 9,314 | $338K |
| Compass Financial Group, INC | 0.04% | New | 9,303 | $337K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | Add +8.8% | 9,234 | $335K |
| State Street Corp. | 0.00% | Add +8.8% | 9,234 | $335K |
| RTD Financial Advisors, Inc. | 0.04% | New | 9,200 | $334K |
| RCW Management, LLC | 0.30% | No change | 9,178 | $333K |
| Great Waters Wealth Management | 0.03% | Add +0.2% | 9,120 | $331K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 9,089 | $330K |
| Moneco Advisors, LLC | 0.02% | New | 9,033 | $328K |
| Insigneo Advisory Services, LLC | 0.01% | Add +3.6% | 8,990 | $326K |
| Capital Planning LLC | 0.09% | Reduce -49.3% | 8,939 | $324K |
| EJMK Ventures LLC | 0.15% | Reduce -19.7% | 8,919 | $323K |
| Walter & Keenan Wealth Management LLC /in/ | 0.08% | Reduce -0.0% | 8,800 | $319K |
| American Trust | 0.02% | Add +2.7% | 8,784 | $318K |
| Guardian Wealth Advisors, LLC | 0.16% | Reduce -0.6% | 8,782 | $318K |
| Successful Portfolios LLC | 0.15% | Add +13.5% | 8,712 | $318K |
| Panoramic Investment Advisors, LLC | 0.15% | Add +5.3% | 8,712 | $316K |
| Downshift Financial, LLC | 0.14% | Add +0.1% | 8,692 | $315K |
| Sterling Investment Management, LLC | 0.17% | Reduce -2.6% | 8,662 | $314K |
| Riversedge Advisors, LLC | 0.04% | Add +0.1% | 8,613 | $312K |
| Planned Solutions, Inc. | 0.09% | Add +1.6% | 8,606 | $312K |
| Glaxis Capital Management, LLC | 0.63% | No change | 8,588 | $311K |
| Castleview Partners, LLC | 0.14% | Add +4.4% | 8,528 | $309K |
| Pine Haven Investment Counsel, Inc | 0.21% | No change | 8,422 | $305K |
| Marietta Investment Partners LLC | 0.05% | Add +1.9% | 8,415 | $305K |
| Flower City Capital | 0.13% | No change | 8,388 | $304K |
| Fiducient Advisors LLC | 0.04% | Add +0.1% | 8,313 | $301K |
| Daytona Street Capital LLC | 0.22% | Add +3.9% | 8,226 | $300K |
| Joseph P. Lucia & Associates, LLC | 0.09% | No change | 8,164 | $296K |
| Roble, Belko & Company, Inc | 0.03% | Reduce -3.4% | 8,177 | $296K |
| Sage Rhino Capital LLC | 0.05% | Add +0.1% | 8,160 | $296K |
| Franklin Resources Inc. | 0.00% | No change | 8,160 | $296K |
| Voisard Asset Management Group, Inc. | 0.06% | Reduce -0.3% | 8,099 | $294K |
| WealthPLAN Partners, LLC | 0.06% | New | 8,091 | $293K |
| Red Reef Advisors LLC | 0.27% | Add +0.1% | 8,060 | $292K |
| IMA Advisory Services, Inc. | 0.02% | New | 8,037 | $291K |
| Private Trust Co. NA | 0.02% | No change | 7,978 | $289K |
| Citadel Advisors | 0.00% | Reduce -71.3% | 7,934 | $288K |
| Morris Financial Concepts, Inc. | 0.09% | Reduce -1.8% | 7,933 | $288K |
| D.A. Davidson & Co. | 0.00% | Add +15.9% | 7,921 | $287K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -0.9% | 7,904 | $287K |
| Snider Financial Group | 0.07% | Reduce -6.5% | 7,874 | $286K |
| Cordant, Inc. | 0.10% | Reduce -2.0% | 7,752 | $281K |
| SHP Wealth Management | 0.02% | Reduce -26.8% | 7,740 | $281K |
| Janney Montgomery Scott LLC | 0.00% | New | 7,726 | $280K |
| SLT Holdings LLC | 0.18% | No change | 7,655 | $278K |
| Factor Wealth Management LTD | 0.04% | Reduce -10.7% | 7,635 | $277K |
| Forum Financial Management, LP | 0.00% | New | 7,603 | $276K |
| Advisory Alpha, LLC | 0.01% | Reduce -0.7% | 7,602 | $276K |
| Stirlingshire Investments, Inc. | 0.20% | Reduce -13.1% | 7,540 | $273K |
| YHB Investment Advisors, Inc. | 0.02% | Add +3.9% | 7,499 | $272K |
| Highline Wealth Partners LLC | 0.06% | Add +8443.7% | 7,433 | $270K |
| Stone Summit Wealth LLC | 0.07% | Reduce -5.1% | 7,420 | $269K |
| Carnegie Investment Counsel | 0.01% | Reduce -8.0% | 7,307 | $265K |
| DBK Financial Counsel, LLC | 0.22% | No change | 7,249 | $263K |
| Elite Life Management LLC | 0.31% | Add +18.9% | 7,162 | $263K |
| Arkadios Wealth Advisors | 0.00% | New | 7,190 | $261K |
| UMB Bank, n.a. | 0.00% | No change | 7,146 | $259K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.3% | 7,113 | $258K |
| Pittenger & Anderson Inc. | 0.01% | Add +16.4% | 7,098 | $257K |
| Arbor Trust Wealth Advisors, LLC | 0.10% | Reduce -33.4% | 7,066 | $256K |
| Chapman Financial Group, LLC | 0.17% | Add +4.0% | 7,047 | $256K |
| RHS Financial, LLC | 0.10% | Reduce -0.4% | 6,992 | $254K |
| Integrated Advisors Network LLC | 0.01% | Reduce -23.6% | 6,942 | $252K |
| Liberty Capital Management, Inc. | 0.04% | — | 6,919 | $251K |
| Pacific Point Advisors, LLC | 0.11% | Add +7.3% | 6,912 | $251K |
| Unique Wealth, LLC | 0.03% | Reduce -16.0% | 6,851 | $248K |
| Emergent Wealth Advisors, LLC | 0.13% | Add +0.0% | 6,741 | $248K |
| Vermillion Wealth Management, Inc. | 0.06% | Reduce -25.0% | 6,826 | $248K |
| Focused Wealth Management, Inc | 0.02% | Reduce -21.1% | 6,789 | $246K |
| Two Sigma Securities, LLC | 0.02% | New | 6,786 | $246K |
| Northwest Bancshares, Inc. | 0.04% | No change | 6,767 | $245K |
| Parkshore Wealth Management, Inc. | 0.07% | Reduce -16.9% | 6,754 | $245K |
| Prudent Investors Network, Inc. | 0.05% | No change | 6,754 | $245K |
| Owl Creek Wealth Partners LLC | 0.07% | Reduce -2.5% | 6,742 | $244K |
| Peterson Wealth Advisors, LLC | 0.03% | Add +0.1% | 6,701 | $243K |
| Clearstead Advisors, LLC | 0.00% | Reduce -0.3% | 6,694 | $243K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 6,682 | $242K |
| Wedbush Securities Inc. | 0.01% | Add +1.4% | 6,609 | $240K |
| Cypress Wealth Services, LLC | 0.03% | Reduce -0.4% | 6,607 | $240K |
| Sterling Investment Advisors, Ltd. | 0.04% | Add +2.3% | 6,596 | $239K |
| Mission Creek Capital Partners, Inc. | 0.04% | New | 6,596 | $239K |
| Vilga Financial Planning LLC | 0.18% | No change | 6,571 | $238K |
| Private Wealth Management Group, LLC | 0.05% | No change | 6,490 | $235K |
| Carter Financial Group, INC. | 0.12% | Reduce -0.1% | 6,410 | $232K |
| Whalerock Point Partners, LLC | 0.04% | No change | 6,400 | $232K |
| WASHINGTON TRUST Co | 0.01% | No change | 6,400 | $232K |
| Athena Wealth Management, LLC | 0.17% | Reduce -0.1% | 6,377 | $231K |
| Venture Visionary Partners LLC | 0.01% | Add +0.1% | 6,320 | $229K |
| Pacific Asset Management, LLC | 0.11% | Add +0.1% | 6,320 | $229K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -24.2% | 6,312 | $229K |
| Radnor Capital Management, LLC | 0.03% | No change | 6,305 | $229K |
| CRA Financial Services, LLC | 0.03% | Reduce -0.2% | 6,221 | $226K |
| Diversify Advisory Services, LLC | 0.00% | New | 6,306 | $225K |
| Diversify Wealth Management, LLC | 0.00% | Add +2.6% | 6,306 | $225K |
| Fell Capital Management | 0.19% | No change | 6,200 | $225K |
| Market Street Wealth Management Advisors LLC | 0.03% | Reduce -6.4% | 6,184 | $224K |
| Certior Financial Group, LLC | 0.12% | Add +0.1% | 6,161 | $223K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 6,119 | $222K |
| Faithward Advisors, LLC | 0.03% | New | 6,077 | $220K |
| Dunhill Financial, LLC | 0.04% | No change | 6,071 | $220K |
| Ethic Inc. | 0.00% | New | 6,069 | $220K |
| CGN Advisors LLC | 0.02% | Reduce -0.3% | 6,055 | $220K |
| First Western Trust Bank | 0.01% | New | 6,043 | $219K |
| Peak Financial Management, Inc. | 0.05% | New | 6,040 | $219K |
| Berger Financial Group, Inc | 0.01% | Reduce -19.5% | 6,034 | $219K |
| Vanguard Advisers Inc. | 0.00% | Add +12.3% | 6,030 | $219K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | Reduce -71.3% | 6,026 | $219K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -6.3% | 5,984 | $217K |
| Carolina Wealth Advisors, LLC | 0.09% | Reduce -5.0% | 5,980 | $217K |
| Advisor OS, LLC | 0.01% | Reduce -14.2% | 5,972 | $217K |
| CWA Asset Management Group, LLC | 0.01% | New | 5,969 | $216K |
| XY Planning Network, Inc. | 0.03% | New | 5,918 | $215K |
| Weik Capital Management | 0.08% | New | 5,875 | $213K |
| Ironwood Financial, llc | 0.03% | New | 5,937 | $213K |
| Storen Legacy Partners, LLC | 0.06% | New | 5,864 | $213K |
| BXM Wealth LLC | 0.12% | New | 5,852 | $212K |
| FLC Capital Advisors | 0.03% | New | 5,828 | $211K |
| Cambria Investment Management, L.P. | 0.01% | Reduce -5.0% | 5,820 | $211K |
| Empowered Funds, LLC | 0.00% | Reduce -5.0% | 5,820 | $211K |
| LBMC Investment Advisors, LLC | 0.01% | New | 5,810 | $211K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -24.4% | 5,797 | $210K |
| Proffitt & Goodson Inc. | 0.03% | No change | 5,761 | $209K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.02% | New | 5,707 | $207K |
| Shearwater Capital LLC | 0.10% | New | 5,630 | $204K |
| Regimen Wealth, LLC | 0.05% | New | 5,612 | $203K |
| Tribridge Partners Financial LLC | 0.08% | New | 5,696 | $203K |
| American Financial Advisors, LLC | 0.02% | New | 5,596 | $203K |
| WealthShield Partners, LLC | 0.03% | Reduce -95.2% | 5,581 | $202K |
| OneAscent Wealth Management LLC | 0.06% | New | 5,581 | $202K |
| Roffman Miller Associates Inc. | 0.01% | New | 5,517 | $200K |
| Dorato Capital Management | 0.13% | No change | 5,075 | $185K |
| Versant Capital Management, Inc | 0.02% | Add +0.1% | 5,037 | $183K |
| Birchbrook, Inc. | 0.08% | No change | 4,966 | $180K |
| WealthCollab, LLC | 0.07% | No change | 4,962 | $180K |
| Evolution Advisers, Inc. | 0.07% | No change | 4,908 | $177K |
| Rossby Financial, LCC | 0.03% | Reduce -0.1% | 4,790 | $174K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -28.4% | 4,493 | $163K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -89.1% | 4,347 | $158K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 4,147 | $150K |
| Crewe Advisors LLC | 0.01% | Add +1.5% | 4,142 | $150K |
| Peterson Wealth Management | 0.07% | Add +0.1% | 4,082 | $148K |
| SouthState Bank Corp | 0.01% | Reduce -11.5% | 3,902 | $141K |
| New Republic Capital, LLC | 0.03% | Add +0.1% | 3,887 | $141K |
| Assetmark, Inc. | 0.00% | Add +2.7% | 3,851 | $140K |
| Howe & Rusling Inc. | 0.01% | Reduce -16.5% | 3,820 | $139K |
| Islay Capital Management, LLC | 0.06% | No change | 3,657 | $133K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +127.1% | 3,543 | $128K |
| SIMA Wealth Partners, LLC | 0.09% | Add +0.4% | 3,375 | $122K |
| IFG Advisory, LLC | 0.00% | New | 3,208 | $116K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 3,167 | $115K |
| Cascades Capital Asset Management, LLC | 0.04% | Add +0.1% | 3,095 | $112K |
| National Bank of Canada | 0.00% | Add +71.6% | 3,105 | $111K |
| Game Plan Financial Advisors, LLC | 0.04% | Add +87.2% | 3,005 | $109K |
| Financial Management Professionals, Inc. | 0.01% | No change | 2,984 | $108K |
| Fairway Wealth LLC | 0.02% | Add +0.1% | 2,958 | $107K |
| TD Private Client Wealth LLC | 0.00% | Reduce -2.7% | 2,913 | $106K |
| Comprehensive Financial Planning, Inc. | 0.06% | No change | 2,884 | $105K |
| Newton One Investments LLC | 0.03% | Add +0.1% | 2,768 | $100K |
| GS Investments, Inc. | 0.07% | Add +76.2% | 2,705 | $98K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +0.0% | 2,700 | $98K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.1% | 2,681 | $97K |
| Smithfield Trust Co | 0.00% | No change | 2,665 | $97K |
| MeadowBrook Investment Advisors LLC | 0.08% | No change | 2,655 | $96K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 2,631 | $95K |
| Russell Investments Group, Ltd. | 0.00% | Add +79.0% | 2,562 | $93K |
| Ashton Thomas Securities, LLC | 0.01% | New | 2,389 | $87K |
| HM Payson & Co. | 0.00% | No change | 2,251 | $82K |
| Ameriflex Group, Inc. | 0.03% | Add +119.4% | 2,185 | $79K |
| Signature Resources Capital Management, LLC | 0.03% | Reduce -1.1% | 2,184 | $79K |
| Prudent Man Investment Management, Inc. | 0.03% | No change | 2,371 | $78K |
| Hollencrest Capital Management | 0.00% | No change | 2,061 | $75K |
| Bayban | 0.06% | Reduce -7.6% | 2,032 | $74K |
| Triumph Capital Management | 0.01% | Add +3.6% | 2,010 | $73K |
| Burk Holdings LLC | 0.03% | Reduce -18.0% | 1,992 | $72K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 1,974 | $72K |
| Glassman Wealth Services | 0.01% | Reduce -11.7% | 1,939 | $70K |
| Gill Capital Partners, LLC | 0.02% | Reduce -75.8% | 1,932 | $70K |
| Piscataqua Savings Bank | 0.05% | Reduce -42.6% | 1,925 | $70K |
| Vanguard National Trust Co | 0.00% | No change | 1,919 | $70K |
| Hurley Capital, LLC | 0.03% | Reduce -15.2% | 1,786 | $65K |
| NBT Bank, N.A. | 0.00% | Reduce -0.6% | 1,725 | $63K |
| Activest Wealth Management | 0.01% | Add +0.1% | 1,642 | $60K |
| Brooklyn FI, LLC | 0.01% | New | 1,594 | $57K |
| Phillips Financial Management, LLC | 0.00% | No change | 1,558 | $56K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 1,505 | $55K |
| Colonial Trust Co / SC | 0.01% | Reduce -57.1% | 1,500 | $54K |
| Compass Financial Management LLC | 0.01% | — | 1,464 | $53K |
| Tompkins Financial Corp. | 0.00% | Add +4.4% | 1,418 | $51K |
| Tradewinds Capital Management, LLC | 0.01% | Add +22.6% | 1,346 | $49K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,307 | $47K |
| Joseph Group Capital Management | 0.01% | New | 1,249 | $45K |
| Align Financial, LLC | 0.02% | No change | 1,235 | $45K |
| Institute for Wealth Management, LLC. | 0.00% | New | 1,226 | $44K |
| Spire Wealth Management | 0.00% | Add +0.1% | 1,214 | $44K |
| LifeSteps Financial, Inc. | 0.02% | New | 1,190 | $43K |
| Hoey Investments, Inc. | 0.01% | Reduce -2.0% | 1,100 | $40K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -11.2% | 1,084 | $39K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 1,067 | $39K |
| Topsail Wealth Management, LLC | 0.00% | New | 1,065 | $39K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 1,054 | $38K |
| Manning & Napier Advisors LLC | 0.00% | No change | 1,040 | $38K |
| Security National Bank of Sioux City Iowa | 0.01% | New | 942 | $34K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 891 | $32K |
| Financial Consulate, Inc. | 0.00% | No change | 871 | $32K |
| Blue Trust, Inc. | 0.00% | Add +15.2% | 859 | $31K |
| Lodestone Wealth Management LLC | 0.01% | No change | 852 | $31K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.3% | 782 | $28K |
| Cheviot Value Management, LLC | 0.00% | Add +5.3% | 758 | $27K |
| PFS Partners, LLC | 0.01% | No change | 739 | $27K |
| Timbuktu Capital Management, LLC | 0.04% | — | 700 | $25K |
| Arlington Trust Co LLC | 0.00% | Reduce -85.4% | 698 | $25K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +3489.5% | 682 | $25K |
| Whipplewood Advisors, LLC | 0.02% | Reduce -1.4% | 652 | $24K |
| JDM Financial Group LLC | 0.01% | Add +0.2% | 618 | $22K |
| Blume Capital Management, Inc. | 0.00% | No change | 613 | $22K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 602 | $22K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 592 | $21K |
| True Wealth Design, LLC | 0.00% | No change | 539 | $20K |
| American Capital Advisory, LLC | 0.01% | No change | 515 | $19K |
| Gables Capital Management Inc. | 0.01% | No change | 500 | $18K |
| PFC Capital Group, Inc. | 0.01% | Add +0.2% | 480 | $17K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 466 | $17K |
| Gladwyn Financial Advisors, Inc. | 0.01% | Add +0.2% | 465 | $17K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | Add +255.5% | 455 | $16K |
| Key Financial Inc | 0.00% | No change | 452 | $16K |
| Friedenthal Financial | 0.01% | Add +4.7% | 442 | $16K |
| Legacy Bridge, LLC | 0.00% | No change | 440 | $16K |
| CrossGen Wealth, LLC | 0.01% | New | 439 | $16K |
| Quent Capital, LLC | 0.00% | No change | 425 | $15K |
| Continuum Advisory, LLC | 0.00% | New | 423 | $15K |
| Milestone Investment Advisors LLC | 0.00% | No change | 423 | $15K |
| Motco | 0.00% | Add +8.8% | 421 | $15K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 400 | $15K |
| Providence Capital Advisors, LLC | 0.00% | No change | 396 | $14K |
| Orion Capital Management LLC | 0.00% | No change | 394 | $14K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +0.3% | 392 | $14K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 375 | $14K |
| Oakworth Capital, Inc. | 0.00% | New | 381 | $14K |
| Your Advocates Ltd., LLP | 0.00% | Reduce -70.1% | 377 | $14K |
| Harborfront Financial Group LLC | 0.05% | — | 359 | $13K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 351 | $13K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 345 | $13K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 326 | $12K |
| Rothschild Investment LLC | 0.00% | No change | 319 | $12K |
| Cornerstone Planning Group LLC | 0.00% | No change | 299 | $11K |
| CNB Bank | 0.00% | Reduce -6.9% | 296 | $11K |
| Fairman Group, LLC | 0.01% | New | 282 | $10K |
| Sellwood Investment Partners LLC | 0.00% | No change | 269 | $10K |
| Allied Private Wealth LLC | 0.01% | — | 256 | $9K |
| Horrell Capital Management, Inc. | 0.00% | No change | 251 | $9K |
| Davis Capital Management | 0.01% | No change | 237 | $9K |
| REAP Financial Group, LLC | 0.00% | No change | 226 | $8K |
| Kozak & Associates, Inc. | 0.00% | No change | 226 | $8K |
| CX Institutional | 0.00% | Reduce -99.9% | 222 | $8K |
| Hamrick Investment Counsel, llc | 0.00% | Reduce -97.0% | 200 | $7K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 200 | $7K |
| Main Street Group, LTD | 0.00% | Reduce -15.0% | 192 | $7K |
| Westside Investment Management, Inc. | 0.00% | Reduce -47.4% | 170 | $6K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 165 | $6K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 165 | $6K |
| Archer Investment Corp | 0.00% | No change | 145 | $5K |
| First Pacific Financial | 0.00% | No change | 137 | $5K |
| Community Bank, N.A. | 0.00% | No change | 133 | $5K |
| Atlantic Union Bankshares Corp | 0.00% | Add +24.5% | 127 | $5K |
| Prosperity Bancshares Inc | 0.00% | No change | 120 | $4K |
| Solstein Capital, LLC | 0.00% | No change | 119 | $4K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 111 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 109 | $4K |
| Atmos Advisory, LLC | 0.00% | No change | 109 | $4K |
| Kiker Wealth Management, LLC | 0.00% | New | 102 | $4K |
| Delta Asset Management LLC | 0.00% | No change | 100 | $4K |
| Silver Grove Financial Group, Inc. | 0.00% | Add +1242.9% | 94 | $3K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 92 | $3K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 85 | $3K |
| Valley Wealth Managers, Inc. | 0.00% | New | 79 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 75 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 71 | $3K |
| Founders Financial Alliance, LLC | 0.00% | No change | 70 | $3K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | New | 56 | $2K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 48 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 47 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 40 | $1K |
| Maryland Capital Advisors Inc. | 0.00% | — | 39 | $1K |
| RMG Wealth Management LLC | 0.00% | No change | 37 | $1K |
| Evolution Wealth Management Inc. | 0.00% | New | 37 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | Add +2.9% | 36 | $1K |
| Trust Co | 0.00% | Add +6.1% | 35 | $1K |
| Trust Co. of Vermont | 0.00% | — | 33 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 31 | $1K |
| Mosley Wealth Management | 0.00% | New | 31 | $1K |
| Graney & King, LLC | 0.00% | No change | 28 | $1K |
| Avion Wealth | 0.00% | No change | 38 | $1K |
| Redwood Park Advisors LLC | 0.00% | New | 20 | $727 |
| CENTRAL TRUST Co | 0.00% | New | 19 | $689 |
| Cordgrass Capital Advisors, LLC | 0.00% | Reduce -98.7% | 15 | $544 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 15 | $544 |
| Register Financial Advisors LLC | 0.00% | New | 13 | $471 |
| Blueline Advisors LLC | 0.00% | No change | 10 | $377 |
| Wagner Wealth Management, LLC | 0.00% | No change | 5 | $192 |
| NWK Group, Inc. | 0.00% | No change | 2 | $73 |
| Simplex Trading, LLC | 0.00% | Reduce -99.0% | 2 | $72 |
| Toth Financial Advisory Corp. | 0.00% | New | 1 | $37 |
| GW&K Investment Management, LLC | 0.00% | New | 4 | $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.