Schwab Intl Equity ETFSCHFETF
13F holders, Q1 2024 (March 31)1,114holders
6famous investors
$39.02avg. 13F price*
At the end of Q1 2024, 1,114 institutions reported holding Schwab Intl Equity ETF (SCHF) in their 13F filings. The largest holders were Northwestern Mutual Wealth Management Co. ($5.5B), Empower Advisory Group, LLC ($3.1B) and Financial Engines Advisors L.L.C. ($3.0B). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab Intl Equity ETF
- CUSIP
- 808524805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $127.5M |
| Exits | 65 | $210.5M |
Ownership 1,114 holders
| Northwestern Mutual Wealth Management Co. | 5.64% | Add +4.1% | 140,743,863 | $5.5B |
| Empower Advisory Group, LLC | 11.59% | Add +0.3% | 79,357,475 | $3.1B |
| Financial Engines Advisors L.L.C. | 6.77% | Add +1.1% | 77,016,907 | $3.0B |
| Charles Schwab Investment Advisory, Inc. | 4.09% | Add +2.6% | 76,321,924 | $3.0B |
| Wealthfront Advisers LLC | 6.24% | Add +2.0% | 45,734,063 | $1.8B |
| Charles Schwab Investment Management Inc. | 0.35% | Add +4.3% | 38,526,774 | $1.5B |
| Creative Planning | 0.94% | Reduce -1.9% | 21,647,470 | $844.7M |
| Betterment LLC | 1.37% | Reduce -7.7% | 13,130,843 | $512.4M |
| Corient Private Wealth LP | 0.83% | Reduce -1.9% | 11,912,557 | $464.8M |
| HighTower Advisors, LLC | 0.50% | Add +39.6% | 7,869,501 | $307.1M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -4.2% | 7,077,341 | $276.2M |
| SCS Capital Management LLC | 4.94% | Reduce -1.5% | 5,947,755 | $232.1M |
| Mercer Global Advisors Inc. | 0.65% | Reduce -6.5% | 5,587,670 | $228.2M |
| Wealthspire Advisors, LLC | 2.55% | Reduce -4.1% | 4,906,821 | $191.5M |
| Mariner, LLC | 0.39% | Reduce -0.9% | 4,782,936 | $186.6M |
| Morgan Stanley | 0.01% | Reduce -0.8% | 4,734,288 | $184.7M |
| Steele Capital Management, Inc. | 9.48% | Add +0.5% | 4,231,186 | $165.1M |
| Wealth Enhancement Advisory Services, LLC | 0.40% | Reduce -5.1% | 4,010,715 | $156.5M |
| Prime Capital Investment Advisors, LLC | 2.11% | Add +7.5% | 3,878,901 | $151.4M |
| Orgel Wealth Management, LLC | 3.59% | Add +41.5% | 3,358,772 | $131.1M |
| Bessemer Group Inc. | 0.23% | Add +3.5% | 3,204,741 | $125.0M |
| Cresset Asset Management, LLC | 0.57% | Add +0.2% | 3,019,702 | $117.8M |
| McAdam, LLC | 7.50% | Add +6.4% | 2,996,508 | $116.9M |
| Brandywine Oak Private Wealth LLC | 11.51% | Add +2.3% | 2,824,043 | $110.2M |
| Avantax Planning Partners, Inc. | 3.55% | Add +8.3% | 2,809,739 | $109.6M |
| Rebalance, LLC | 8.91% | Add +0.2% | 2,780,708 | $108.5M |
| FMR LLC | 0.01% | Add +0.7% | 2,595,322 | $101.3M |
| LPL Financial LLC | 0.05% | Add +1.5% | 2,307,713 | $90.0M |
| Cerity Partners LLC | 0.23% | Reduce -92.5% | 2,203,850 | $86.0M |
| Composition Wealth, LLC | 2.11% | Add +17.6% | 2,146,447 | $83.8M |
| Truepoint, Inc. | 2.36% | Reduce -3.3% | 2,130,590 | $83.1M |
| Callan Capital, LLC | 6.99% | Reduce -3.1% | 2,038,799 | $79.6M |
| Fund Evaluation Group, LLC | 4.96% | Add +3.7% | 2,031,097 | $79.3M |
| Bank of America Corp. | 0.01% | Add +136.6% | 2,012,783 | $78.5M |
| JMG Financial Group, Ltd. | 2.99% | Add +1.5% | 2,008,829 | $78.4M |
| Wells Fargo & Company | 0.02% | Add +9.7% | 1,995,670 | $77.9M |
| Gemmer Asset Management LLC | 8.87% | Reduce -10.4% | 1,958,766 | $76.4M |
| Matrix Trust Co | 17.27% | Reduce -2.3% | 1,956,597 | $76.3M |
| Benjamin F. Edwards & Company, Inc. | 1.39% | Reduce -2.1% | 1,956,216 | $76.3M |
| Moneta Group Investment Advisors LLC | 1.10% | Add +19.7% | 1,723,470 | $67.2M |
| Choreo, LLC | 1.72% | Reduce -2.0% | 1,715,880 | $67.0M |
| UBS Group AG | 0.02% | Add +6.2% | 1,708,783 | $66.7M |
| Bluespring Wealth Management, LLC | 6.81% | Add +0.0% | 1,591,426 | $62.1M |
| Foster & Motley Inc. | 3.93% | Add +1.8% | 1,463,357 | $57.1M |
| Lake Street Advisors Group, LLC | 2.61% | Reduce -1.0% | 1,427,443 | $55.7M |
| United Capital Financial Advisors, LLC | 0.46% | Reduce -8.2% | 1,423,898 | $55.6M |
| Charles Schwab Trust Co | 5.20% | Add +15.6% | 1,409,165 | $55.0M |
| Old Mission Capital LLC | 1.34% | New | 1,403,083 | $54.7M |
| Forvis Mazars Wealth Advisors, LLC | 1.34% | Add +7.2% | 1,349,949 | $52.7M |
| Financial Consulate, Inc. | 14.95% | Add +1.0% | 1,296,883 | $50.6M |
| MML Investors Services, LLC | 0.19% | Reduce -6.7% | 1,201,415 | $46.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.8% | 1,160,437 | $45.3M |
| Evergreen Advisors, LLC | 13.69% | Add +0.0% | 1,149,071 | $44.8M |
| JPMorgan Chase & Co. | 0.00% | Add +7.9% | 1,101,157 | $43.0M |
| Opus Capital Group, LLC | 6.22% | Add +0.6% | 1,090,328 | $42.5M |
| Osaic Holdings, Inc. | 0.09% | Add +2.6% | 1,077,222 | $42.0M |
| Goelzer Investment Management, Inc. | 2.29% | Reduce -1.9% | 1,035,106 | $40.4M |
| Riverpoint Wealth Management Holdings, LLC | 11.15% | Reduce -0.4% | 1,027,931 | $40.1M |
| Visionary Wealth Advisors | 2.69% | Reduce -4.1% | 1,020,833 | $39.8M |
| Wooster Corthell Wealth Management, Inc. | 8.95% | Add +1.0% | 1,002,576 | $39.1M |
| Jones Financial Companies LLLP | 0.05% | Add +3.8% | 976,151 | $38.1M |
| Capital Advisors Inc. | 0.80% | Reduce -6.1% | 955,939 | $37.3M |
| Royal Bank of Canada | 0.01% | Add +4.3% | 951,610 | $37.1M |
| Cwm, LLC | 0.17% | Add +11.1% | 906,271 | $35.4M |
| Klingenstein Fields & Co. LP | 1.39% | Reduce -2.6% | 855,291 | $33.4M |
| Beacon Pointe Advisors, LLC | 0.37% | Add +5.2% | 851,326 | $33.2M |
| Pittenger & Anderson Inc. | 1.33% | Add +10.8% | 836,231 | $32.6M |
| Apriem Advisors | 4.04% | Reduce -3.8% | 824,823 | $32.2M |
| Krilogy Financial LLC | 2.45% | Reduce -1.9% | 818,717 | $31.9M |
| Cetera Investment Advisers | 0.08% | Add +105.1% | 817,346 | $31.9M |
| Act Wealth Management, LLC | 15.47% | Add +2.2% | 786,535 | $30.7M |
| Pinkerton Wealth, LLC | 4.89% | Reduce -12.3% | 780,072 | $30.4M |
| Benchmark Financial Wealth Advisors, LLC | 11.57% | Add +5.1% | 776,209 | $30.3M |
| Leverty Financial Group, LLC | 17.62% | Reduce -3.4% | 756,820 | $29.5M |
| Summit Asset Management, LLC | 3.39% | Add +8.8% | 732,122 | $28.6M |
| Pacific Sage Partners, LLC | 7.17% | Add +5.5% | 709,903 | $27.7M |
| TruNorth Capital Management, LLC | 9.33% | — | 693,776 | $27.1M |
| HB Wealth Management, LLC | 0.33% | Reduce -3.9% | 669,066 | $26.1M |
| Ballast Advisors LLC | 8.64% | Add +7.6% | 656,905 | $25.6M |
| Valley National Advisers Inc. | 3.83% | Reduce -34.8% | 649,181 | $25.3M |
| Courage Miller Partners, LLC | 8.47% | Add +0.9% | 627,975 | $24.5M |
| MAI Capital Management | 0.25% | Add +542.0% | 620,276 | $24.2M |
| Northwest Investment Counselors, LLC | 5.86% | Reduce -0.4% | 616,861 | $24.1M |
| Boltwood Capital Management | 7.32% | Add +1.3% | 605,268 | $23.6M |
| MorganRosel Wealth Management, LLC | 8.35% | Reduce -1.9% | 600,126 | $23.4M |
| Perigon Wealth Management, LLC | 0.70% | Add +1.7% | 595,061 | $23.2M |
| GHP Investment Advisors, Inc. | 1.13% | Reduce -0.4% | 584,174 | $22.8M |
| HHM Wealth Advisors, LLC | 3.71% | Add +2.4% | 577,560 | $22.5M |
| Riversedge Advisors, LLC | 5.49% | Reduce -0.3% | 570,692 | $22.3M |
| Paradigm, Strategies in Wealth Management, LLC | 13.70% | Add +0.2% | 569,200 | $22.2M |
| Leavell Investment Management, Inc. | 1.28% | Add +0.7% | 566,210 | $22.1M |
| Kavar Capital Partners Group, LLC | 4.03% | Reduce -49.1% | 559,884 | $21.8M |
| Avantax Advisory Services, Inc. | 0.19% | Add +75.9% | 534,390 | $20.9M |
| Summit Wealth & Retirement Planning, Inc. | 7.42% | Add +4.8% | 533,493 | $20.8M |
| Curi Capital, LLC | 0.48% | Add +5567.5% | 527,474 | $20.6M |
| Red Cedar Investment Management, LLC | 2.56% | No change | 525,097 | $20.5M |
| Avidian Wealth Enterprises, LLC | 1.09% | Add +20.6% | 524,623 | $20.5M |
| Koesten, Hirschmann & Crabtree, INC. | 13.13% | Add +2.9% | 524,192 | $20.5M |
| WealthShield Partners, LLC | 3.24% | Reduce -4.2% | 513,132 | $20.0M |
| Red Tortoise LLC | 11.07% | Add +0.4% | 507,829 | $19.8M |
| Bangor Savings Bank | 2.00% | Add +2.0% | 501,440 | $19.6M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -44.1% | 486,293 | $19.0M |
| WealthPLAN Partners, LLC | 1.95% | Add +0.4% | 481,844 | $18.8M |
| Savant Capital, LLC | 0.21% | Reduce -4.3% | 477,849 | $18.6M |
| SVB Wealth LLC | 0.41% | Reduce -4.0% | 474,959 | $18.5M |
| McIlrath & Eck, LLC | 2.93% | Add +4.6% | 473,781 | $18.5M |
| Compound Planning, Inc. | 1.67% | Add +555.4% | 464,616 | $18.1M |
| Oarsman Capital, Inc. | 4.22% | Add +13.1% | 452,459 | $17.7M |
| Peapack Gladstone Financial Corp. | 0.28% | Add +0.1% | 451,895 | $17.6M |
| Garde Capital, Inc. | 1.22% | Reduce -3.0% | 448,717 | $17.5M |
| Buckingham Capital Management, Inc. | 2.15% | Add +0.8% | 448,565 | $17.5M |
| RKL Wealth Management LLC | 1.71% | Reduce -3.3% | 443,414 | $17.3M |
| World Investment Advisors | 2.43% | Add +3.7% | 434,355 | $16.9M |
| Appleton Partners Inc. | 1.31% | Add +1.4% | 431,446 | $16.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.38% | Add +2.8% | 429,675 | $16.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +15.0% | 427,252 | $16.7M |
| Berger Financial Group, Inc | 1.37% | Add +60.1% | 426,601 | $16.6M |
| North Star Asset Management Inc. | 0.78% | Reduce -6.2% | 422,523 | $16.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +9.4% | 419,505 | $16.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +9.2% | 419,162 | $16.4M |
| Forum Financial Management, LP | 0.28% | Add +2667.4% | 418,786 | $16.3M |
| AE Wealth Management LLC | 0.18% | Reduce -69.2% | 417,281 | $16.3M |
| Alliance Wealth Management Group | 4.77% | Reduce -0.5% | 416,186 | $16.2M |
| Towercrest Capital Management | 2.74% | Reduce -0.5% | 416,186 | $16.2M |
| Johnson Investment Counsel Inc. | 0.17% | Add +1.9% | 409,613 | $16.0M |
| Bush Investment Group, LLC | 13.82% | Add +2.3% | 400,975 | $15.6M |
| OneDigital Investment Advisors LLC | 0.24% | Reduce -37.0% | 398,278 | $15.5M |
| Financial Management Professionals, Inc. | 2.28% | Add +17.4% | 396,675 | $15.5M |
| Bcwm, LLC | 5.27% | Reduce -4.0% | 392,422 | $15.3M |
| Curbstone Financial Management Corp | 3.26% | Reduce -1.1% | 387,229 | $15.1M |
| Planning Alternatives Ltd. | 2.46% | Reduce -1.0% | 384,332 | $15.0M |
| Berkshire Asset Management LLC | 0.79% | Add +11.0% | 381,778 | $14.9M |
| FLC Capital Advisors | 3.76% | Add +5.3% | 381,576 | $14.9M |
| Broadleaf Partners, LLC | 3.79% | Add +3.3% | 379,215 | $14.8M |
| Naples Global Advisors, LLC | 1.51% | Add +9.6% | 378,789 | $14.8M |
| Main Street Financial Solutions, LLC | 1.55% | Add +2.9% | 372,516 | $14.5M |
| Revolve Wealth Partners, LLC | 2.48% | Reduce -17.8% | 371,480 | $14.5M |
| Legacy Private Trust Co. | 1.05% | Reduce -3.0% | 366,352 | $14.3M |
| Stokes Family Office, LLC | 1.78% | Add +11.2% | 366,048 | $14.3M |
| Lido Advisors, LLC | 0.13% | Reduce -1.8% | 365,493 | $14.3M |
| Connectus Wealth, LLC | 0.38% | Add +11.3% | 356,602 | $13.9M |
| Park Avenue Securities LLC | 0.18% | Add +25.0% | 353,882 | $13.8M |
| Schwerin Boyle Capital Management Inc. | 1.37% | No change | 353,250 | $13.8M |
| Northeast Financial Group, Inc. | 6.04% | Add +41.2% | 350,173 | $13.7M |
| Myecfo, LLC | 7.99% | Reduce -0.9% | 349,028 | $13.6M |
| Bristlecone Advisors, LLC | 1.18% | Reduce -0.7% | 343,067 | $13.4M |
| Essex LLC | 3.06% | Add +1.9% | 340,665 | $13.3M |
| Guardian Financial Partners, LLC | 9.11% | Reduce -1.7% | 340,491 | $13.3M |
| VCI Wealth Management LLC | 8.95% | Reduce -15.9% | 339,070 | $13.2M |
| Waverly Advisors, LLC | 0.31% | New | 333,681 | $13.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.40% | Add +12.7% | 333,253 | $13.0M |
| Hanson & Doremus Investment Management | 2.23% | Reduce -0.2% | 331,737 | $12.9M |
| Marshall Financial Group Inc. | 4.22% | Add +0.9% | 328,410 | $12.8M |
| Libra Wealth LLC | 5.56% | Reduce -4.0% | 325,191 | $12.7M |
| Boyd Wealth Management, LLC | 7.19% | Add +1.7% | 322,710 | $12.6M |
| Buckingham Strategic Wealth, LLC | 0.13% | Reduce -10.1% | 317,245 | $12.4M |
| Creative Financial Designs Inc. | 1.16% | Add +8.3% | 314,541 | $12.3M |
| CCG Wealth Management, LLC | 7.33% | Reduce -3.3% | 311,866 | $12.2M |
| WBH Advisory Inc. | 1.25% | Add +10.2% | 310,239 | $12.1M |
| Integrated Wealth Concepts LLC | 0.17% | Reduce -2.6% | 309,156 | $12.1M |
| Financial Advisory Group | 2.09% | Reduce -5.4% | 304,111 | $11.9M |
| HBK Sorce Advisory LLC | 0.42% | Add +2.5% | 303,656 | $11.8M |
| Fort Point Capital Partners LLC | 1.60% | Reduce -0.4% | 302,903 | $11.8M |
| Blue Barn Wealth, LLC | 6.57% | Add +0.2% | 301,969 | $11.8M |
| Bogart Wealth, LLC | 0.60% | Reduce -0.5% | 296,885 | $11.6M |
| US Bancorp \de | 0.02% | Reduce -38.3% | 293,756 | $11.5M |
| SWS Partners | 3.35% | Reduce -0.4% | 286,929 | $11.2M |
| Cranbrook Wealth Management, LLC | 2.82% | Add +1.2% | 285,850 | $11.2M |
| Invst, LLC | 1.31% | Add +8.3% | 284,449 | $11.1M |
| Raymond James & Associates | 0.01% | Reduce -22.6% | 282,860 | $11.0M |
| Patriot Investment Management Group, Inc. | 0.87% | Reduce -0.9% | 280,693 | $11.0M |
| Atria Investments, Inc | 0.15% | Add +86.1% | 278,125 | $10.9M |
| Noble Family Wealth, LLC | 3.07% | Reduce -0.2% | 276,644 | $10.8M |
| Holistic Financial Partners | 5.43% | Reduce -1.5% | 273,729 | $10.7M |
| Grey Ledge Advisors, LLC | 2.99% | Add +5.8% | 272,321 | $10.6M |
| Brand Asset Management Group, Inc. | 4.55% | Reduce -0.5% | 271,165 | $10.6M |
| Black Diamond Financial, LLC | 2.80% | No change | 280,779 | $10.4M |
| Wedmont Private Capital | 0.75% | Add +0.2% | 263,513 | $10.2M |
| Sightline Wealth Advisors, LLC | 6.73% | Add +2.7% | 261,828 | $10.2M |
| Cornerstone Wealth Advisors, Inc. | 3.14% | Reduce -5.5% | 261,132 | $10.2M |
| Gradient Capital Advisors, LLC | 3.69% | Reduce -3.5% | 257,361 | $10.0M |
| Armor Investment Advisors, LLC | 4.80% | Add +16.9% | 255,729 | $10.0M |
| Rosenberg Matthew Hamilton | 2.85% | Add +4.9% | 253,594 | $9.9M |
| Bell Investment Advisors, Inc | 1.92% | Add +2.1% | 252,269 | $9.8M |
| Hill Island Financial LLC | 3.25% | Reduce -4.9% | 252,033 | $9.8M |
| Brightwater Advisory LLC | 7.86% | Reduce -21.5% | 250,971 | $9.8M |
| Intergy Private Wealth, LLC | 4.01% | Add +3.0% | 249,986 | $9.8M |
| Christensen, King & Associates Investment Services, Inc. | 4.81% | Add +1.3% | 246,945 | $9.6M |
| Soltis Investment Advisors LLC | 1.06% | Add +23.6% | 243,450 | $9.5M |
| Nicholas Hoffman & Company, LLC. | 0.48% | Add +0.0% | 241,003 | $9.4M |
| Signet Investment Advisory Group, Inc. | 5.03% | Add +2.5% | 235,869 | $9.2M |
| Almanack Investment Partners, LLC. | 1.55% | Add +263.1% | 233,694 | $9.1M |
| Arbor Trust Wealth Advisors, LLC | 5.01% | Add +11.4% | 238,058 | $9.1M |
| Rwa Wealth Partners, LLC | 0.12% | Add +0.6% | 233,314 | $9.1M |
| Vision Capital Management, Inc. | 1.36% | Reduce -0.3% | 233,117 | $9.1M |
| Operose Advisors LLC | 3.00% | Add +40.5% | 227,590 | $8.9M |
| Seneca Financial Advisors LLC | 4.64% | Add +2.4% | 223,035 | $8.7M |
| Gleason Group, Inc. | 1.81% | Add +0.7% | 222,270 | $8.7M |
| McKinley Carter Wealth Services, Inc. | 0.58% | Reduce -0.6% | 221,736 | $8.7M |
| Voisard Asset Management Group, Inc. | 4.86% | Add +5.0% | 221,497 | $8.6M |
| Exencial Wealth Advisors, LLC | 0.32% | Reduce -2.4% | 220,447 | $8.6M |
| Hoylecohen, LLC | 0.66% | Add +3.5% | 220,307 | $8.6M |
| Mission Wealth Management, LP | 0.23% | Add +11.4% | 218,027 | $8.5M |
| Kelman-Lazarov, Inc. | 1.65% | Reduce -0.2% | 216,600 | $8.5M |
| Debussy Capital Management LP | 2.46% | Add +12.7% | 215,363 | $8.4M |
| Jane Street Group, LLC | 0.01% | Reduce -59.9% | 215,306 | $8.4M |
| EWG Elevate Inc. | 3.19% | Reduce -11.1% | 214,991 | $8.4M |
| Compass Advisory Group LLC | 3.63% | Add +0.1% | 210,163 | $8.2M |
| JFS Wealth Advisors, LLC | 0.64% | Reduce -2.7% | 206,506 | $8.1M |
| Capital Investment Counsel, LLC | 1.72% | Add +74.9% | 206,185 | $8.0M |
| Lodestar Private Asset Management LLC | 1.14% | Add +0.6% | 205,625 | $8.0M |
| First National Corp. /Ma/ | 1.97% | Reduce -0.7% | 216,985 | $8.0M |
| Great Valley Advisor Group, Inc. | 0.24% | Reduce -17.0% | 204,534 | $8.0M |
| Sage Financial Management Group, Inc. | 3.76% | Add +3.4% | 203,328 | $7.9M |
| Blue Square Asset Management, LLC | 5.38% | Reduce -19.8% | 202,655 | $7.9M |
| Quadrant Capital Group LLC | 0.62% | Add +1.1% | 201,118 | $7.8M |
| Focus Financial Network, Inc. | 0.38% | — | 210,871 | $7.8M |
| Jacobsen Capital Management | 3.63% | Add +3.1% | 200,598 | $7.8M |
| Certified Advisory Corp | 1.08% | Add +9.1% | 198,750 | $7.8M |
| BCK Partners, Inc. | 4.10% | Add +1.9% | 196,450 | $7.7M |
| Pallas Capital Advisors LLC | 0.32% | Add +7.7% | 195,080 | $7.6M |
| Powers Advisory Group, LLC | 4.34% | Add +7.7% | 194,703 | $7.6M |
| Zhang Financial LLC | 0.56% | Add +2.7% | 193,757 | $7.6M |
| Chesapeake Wealth Management | 2.75% | Reduce -1.4% | 193,274 | $7.5M |
| CX Institutional | 0.36% | No change | 191,875 | $7.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.81% | Reduce -3.3% | 190,776 | $7.4M |
| Kathmere Capital Management, LLC | 0.85% | Reduce -1.1% | 189,536 | $7.4M |
| Athena Investment Management | 4.44% | Reduce -0.6% | 189,532 | $7.4M |
| FSM Wealth Advisors, LLC | 2.59% | Add +23.5% | 186,859 | $7.3M |
| Tradition Wealth Management, LLC | 0.73% | New | 183,726 | $7.2M |
| Stratos Wealth Advisors, LLC | 0.42% | Reduce -14.6% | 182,129 | $7.1M |
| Dynamic Advisor Solutions LLC | 0.24% | Add +0.2% | 181,392 | $7.1M |
| Bartlett & Co. Wealth Management LLC | 0.11% | Reduce -3.5% | 177,432 | $6.9M |
| Trinity Financial Advisors LLC | 3.11% | Add +13.1% | 177,297 | $6.9M |
| White Pine Investment CO | 2.04% | Add +0.7% | 176,899 | $6.9M |
| FFT Wealth Management LLC | 0.59% | Reduce -59.6% | 174,884 | $6.8M |
| Mgo One Seven LLC | 0.35% | Add +1166.1% | 174,835 | $6.8M |
| Wealth Architects, LLC | 0.90% | Reduce -0.1% | 174,359 | $6.8M |
| Northwest Capital Management Inc | 2.18% | Reduce -1.0% | 174,276 | $6.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.21% | Add +10.4% | 172,080 | $6.7M |
| Robbins Farley | 3.64% | Add +1.0% | 169,540 | $6.6M |
| Rockbridge Investment Management, LCC | 0.96% | Reduce -0.6% | 167,727 | $6.5M |
| Allworth Financial LP | 0.05% | Reduce -1.3% | 167,183 | $6.5M |
| SigFig Wealth Management, LLC | 0.24% | Reduce -1.8% | 209,330 | $6.4M |
| Hengehold Capital Management LLC | 0.68% | Reduce -11.8% | 163,981 | $6.4M |
| Kohmann Bosshard Financial Services, LLC | 0.89% | Reduce -2.6% | 163,824 | $6.4M |
| Firestone Capital Management | 1.77% | Add +0.1% | 163,047 | $6.4M |
| BOK Financial Private Wealth, Inc. | 0.47% | Reduce -0.0% | 162,909 | $6.4M |
| Chilton Capital Management LLC | 0.30% | Reduce -0.6% | 159,589 | $6.2M |
| Bailard, Inc. | 0.17% | Reduce -2.5% | 158,636 | $6.2M |
| Destination Wealth Management | 0.21% | Reduce -36.1% | 158,300 | $6.2M |
| Schwallier Wealth Management LLC | 4.97% | Reduce -1.5% | 158,258 | $6.2M |
| Ascension Capital Advisors, Inc. | 3.37% | Add +4.6% | 155,446 | $6.1M |
| BCS Wealth Management | 1.91% | Add +17.1% | 152,865 | $6.0M |
| Summit Financial Strategies, Inc. | 0.82% | Reduce -1.0% | 151,456 | $5.9M |
| Retirement Planning Group, LLC | 0.45% | Reduce -0.8% | 149,774 | $5.8M |
| Newman Dignan & Sheerar, Inc. | 1.56% | Reduce -0.2% | 149,514 | $5.8M |
| Weinberger Asset Management, Inc | 2.81% | Add +7.0% | 149,207 | $5.8M |
| RHS Financial, LLC | 3.39% | Add +1.5% | 148,950 | $5.8M |
| Pacific Capital Wealth Advisors, Inc. | 1.35% | Reduce -0.3% | 147,053 | $5.7M |
| Spectrum Asset Management, Inc. (NB/CA) | 2.46% | Add +17.4% | 146,761 | $5.7M |
| Parallel Advisors, LLC | 0.15% | Reduce -3.5% | 145,064 | $5.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -78.7% | 145,000 | $5.7M |
| Bishop & Co Investment Management, LLC | 2.31% | Reduce -0.0% | 143,239 | $5.6M |
| Leeward Financial Partners, LLC | 2.36% | Add +5.6% | 143,083 | $5.6M |
| Thrive Wealth Management, LLC | 1.15% | Reduce -16.5% | 142,746 | $5.6M |
| Elgethun Capital Management | 1.40% | Add +11.5% | 142,811 | $5.6M |
| Bank of Montreal | 0.00% | Reduce -1.5% | 142,195 | $5.6M |
| Valmark Advisers, Inc. | 0.10% | Add +2.0% | 140,443 | $5.5M |
| CRA Financial Services, LLC | 1.19% | Add +9.7% | 140,082 | $5.5M |
| Modera Wealth Management, LLC | 0.08% | Add +4.2% | 139,983 | $5.5M |
| Cornerstone Advisors Asset Management, LLC | 1.91% | Reduce -1.0% | 139,126 | $5.4M |
| Abbrea Capital, LLC | 0.71% | Add +1.0% | 137,292 | $5.4M |
| Wade Financial Advisory, Inc | 1.94% | Reduce -2.8% | 136,073 | $5.3M |
| Armbruster Capital Management, Inc. | 1.13% | Reduce -0.3% | 135,736 | $5.3M |
| Roberts Wealth Advisors, LLC | 1.98% | Add +5.9% | 140,597 | $5.3M |
| DRW Securities, LLC | 0.30% | New | 135,262 | $5.3M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.15% | Reduce -1.6% | 134,272 | $5.2M |
| Chicago Partners Investment Group LLC | 0.22% | Add +15.1% | 135,239 | $5.1M |
| Private Advisor Group, LLC | 0.04% | Add +44.4% | 131,581 | $5.1M |
| Waterford Advisors, LLC | 2.18% | Reduce -2.3% | 131,546 | $5.1M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -3.6% | 130,743 | $5.1M |
| Davis R M Inc. | 0.11% | No change | 129,454 | $5.1M |
| Empowered Funds, LLC | 0.09% | New | 127,918 | $5.0M |
| OneAscent Financial Services LLC | 0.55% | Add +2.2% | 127,183 | $5.0M |
| CW Advisors, LLC | 0.09% | Reduce -2.4% | 126,789 | $4.9M |
| Advisors Capital Management, LLC | 0.09% | Reduce -10.9% | 125,557 | $4.9M |
| Breakwater Investment Management | 2.23% | — | 124,032 | $4.8M |
| Leisure Capital Management | 2.43% | Add +7.6% | 123,917 | $4.8M |
| Wealth Management Resources, Inc. | 1.35% | Add +18.7% | 123,260 | $4.8M |
| Gill Capital Partners, LLC | 1.94% | Add +0.4% | 127,424 | $4.8M |
| Reston Wealth Management LLC | 1.93% | Add +4.1% | 122,072 | $4.8M |
| James J. Burns & Company, LLC | 1.66% | Reduce -33.1% | 123,043 | $4.8M |
| Brooklyn FI, LLC | 1.95% | Add +4.2% | 121,619 | $4.7M |
| Davis Capital Management | 4.21% | Add +4.6% | 121,495 | $4.7M |
| Lincoln National Corp. | 0.07% | Add +3.8% | 117,384 | $4.6M |
| Waypoint Capital Advisors, LLC | 1.20% | Reduce -18.7% | 117,223 | $4.6M |
| Mutual Advisors, LLC | 0.15% | Reduce -8.8% | 116,684 | $4.6M |
| Koshinski Asset Management, Inc. | 0.46% | Reduce -11.5% | 115,154 | $4.5M |
| Five Oceans Advisors | 2.30% | Reduce -1.4% | 114,852 | $4.5M |
| Acropolis Investment Management, LLC | 0.29% | Reduce -0.6% | 114,440 | $4.5M |
| Bond & Devick Financial Network, Inc. | 2.41% | Add +0.0% | 114,092 | $4.5M |
| Pitcairn Co. | 0.29% | New | 113,175 | $4.4M |
| Kathleen S. Wright Associates Inc. | 2.07% | Add +4.9% | 112,722 | $4.4M |
| NBT Bank, N.A. | 0.32% | Reduce -1.3% | 112,617 | $4.4M |
| Valley Forge Investment Consultants Inc. Adv | 1.71% | Reduce -17.6% | 112,563 | $4.4M |
| Focus Partners Wealth | 0.04% | Add +32.5% | 112,516 | $4.4M |
| Alpha Omega Wealth Management LLC | 0.81% | Add +2.5% | 111,216 | $4.3M |
| NewEdge Advisors, LLC | 0.04% | Add +69.4% | 110,379 | $4.3M |
| Strategic Financial Planning, Inc. | 3.21% | Reduce -2.9% | 109,890 | $4.3M |
| Mill Creek Capital Advisors, LLC | 0.12% | No change | 108,639 | $4.2M |
| Orcam Financial Group | 4.61% | Add +0.1% | 107,795 | $4.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -14.8% | 105,454 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +558.6% | 104,180 | $4.1M |
| Fortis Capital Management LLC | 1.06% | Add +1.8% | 103,458 | $4.0M |
| Carmichael Hill & Associates, Inc. | 1.65% | Add +1.6% | 102,433 | $4.0M |
| Owen LaRue, LLC | 2.49% | Add +278.9% | 102,164 | $4.0M |
| Independent Solutions Wealth Management, LLC | 0.94% | Add +3.6% | 101,526 | $4.0M |
| CGN Advisors LLC | 0.50% | Add +5.0% | 101,332 | $4.0M |
| Quantum Capital Management, LLC / NJ | 0.43% | Add +0.3% | 101,305 | $4.0M |
| SeaCrest Wealth Management, LLC | 0.48% | Reduce -0.9% | 101,100 | $3.9M |
| Texas Yale Capital Corp. | 0.17% | Reduce -3.1% | 100,860 | $3.9M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +1011.8% | 100,564 | $3.9M |
| Upper Left Wealth Management, LLC | 3.58% | Reduce -2.3% | 99,072 | $3.9M |
| Barden Capital Management, Inc. | 3.68% | Reduce -24.8% | 97,551 | $3.8M |
| Salem Investment Counselors Inc. | 0.12% | Reduce -6.3% | 96,819 | $3.8M |
| Avalon Advisory Group | 1.83% | No change | 96,810 | $3.8M |
| Farther Finance Advisors, LLC | 0.23% | Reduce -18.5% | 96,304 | $3.7M |
| Cambridge Financial Group, LLC | 1.77% | Reduce -1.4% | 95,468 | $3.7M |
| Milestone Investment Advisors LLC | 1.00% | Reduce -3.0% | 95,164 | $3.7M |
| Von Berge Wealth Management Group, LLC | 2.38% | Add +9.3% | 94,787 | $3.7M |
| Old National Bancorp | 0.09% | No change | 94,299 | $3.7M |
| Curtis Advisory Group, LLC | 1.42% | Reduce -0.8% | 93,737 | $3.7M |
| Dakota Wealth Management | 0.09% | New | 93,622 | $3.7M |
| LifePlan Investment Advisors, Inc. | 2.91% | Reduce -3.1% | 93,439 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -46.9% | 93,064 | $3.6M |
| Warner Financial, Inc. | 1.79% | Add +17.4% | 91,779 | $3.6M |
| Ancora Advisors LLC | 0.08% | Reduce -5.1% | 91,414 | $3.6M |
| Ironwood Wealth Management, LLC. | 1.15% | Reduce -1.8% | 90,982 | $3.6M |
| CVA Family Office, LLC | 0.63% | Reduce -3.6% | 90,591 | $3.5M |
| ProVise Management Group, LLC | 0.31% | Reduce -4.9% | 90,513 | $3.5M |
| Future Financial Wealth Managment LLC | 2.72% | Add +4.2% | 90,433 | $3.5M |
| Evergreen Capital Management LLC | 0.13% | Add +5.8% | 90,279 | $3.5M |
| Signaturefd, LLC | 0.07% | Add +0.6% | 90,141 | $3.5M |
| Plum Street Advisors, LLC | 1.78% | Add +31.2% | 85,374 | $3.5M |
| Argent Trust Co | 0.16% | No change | 89,646 | $3.5M |
| Aire Advisors, LLC | 0.79% | Add +0.8% | 89,455 | $3.5M |
| Triad Wealth Partners, LLC | 2.63% | — | 87,944 | $3.4M |
| Pure Financial Advisors, LLC | 0.11% | Reduce -0.1% | 87,909 | $3.4M |
| Peak Financial Management, Inc. | 1.09% | Reduce -3.5% | 87,775 | $3.4M |
| Blair William & Co. | 0.01% | Add +16.1% | 87,409 | $3.4M |
| Avior Wealth Management, LLC | 0.16% | Reduce -1.2% | 87,335 | $3.4M |
| Woodmont Investment Counsel LLC | 0.29% | Reduce -0.1% | 87,091 | $3.4M |
| Beacon Wealthcare LLC | 1.55% | Add +1.1% | 86,874 | $3.4M |
| Cherry Tree Wealth Management, LLC | 0.84% | Add +1.1% | 86,041 | $3.4M |
| Tortoise Investment Management, LLC | 0.41% | Add +6.5% | 85,553 | $3.3M |
| AdvisorNet Financial, Inc | 0.31% | Reduce -1.9% | 83,672 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Add +2.1% | 83,351 | $3.3M |
| RFG Advisory, LLC | 0.11% | Add +30.9% | 83,098 | $3.2M |
| Condor Capital Management | 0.31% | Add +0.1% | 82,478 | $3.2M |
| Power Wealth Management LLC | 2.01% | Add +30.8% | 82,263 | $3.2M |
| Cahill Financial Advisors Inc. | 0.43% | Add +9.1% | 81,309 | $3.2M |
| JPL Wealth Management, LLC | 1.75% | Add +20.1% | 81,265 | $3.2M |
| Capital Advantage, Inc. | 0.64% | New | 80,631 | $3.2M |
| Global Strategic Investment Solutions, LLC | 0.37% | Reduce -0.4% | 80,742 | $3.2M |
| Pioneer Wealth Management Group | 1.78% | Reduce -30.3% | 79,839 | $3.1M |
| Cambridge Capital Management, LLC | 2.44% | Add +9.7% | 79,711 | $3.1M |
| Foster Group, Inc. | 0.15% | Add +16.6% | 79,536 | $3.1M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -27.7% | 78,188 | $3.1M |
| Valicenti Advisory Services Inc. | 0.85% | Add +0.3% | 77,788 | $3.0M |
| PrairieView Partners, LLC | 0.35% | Reduce -2.6% | 77,620 | $3.0M |
| Tempus Wealth Planning, LLC | 1.33% | Reduce -0.2% | 77,264 | $3.0M |
| 1900 Wealth Management LLC | 0.27% | No change | 76,937 | $3.0M |
| Carolina Wealth Advisors, LLC | 1.63% | Add +4.6% | 76,845 | $3.0M |
| Wealthspire Retirement, LLC | 0.26% | Reduce -25.2% | 76,691 | $3.0M |
| Westover Capital Advisors, LLC | 0.87% | Add +49.8% | 76,326 | $3.0M |
| FinDec Wealth Services, Inc. | 1.86% | Reduce -1.1% | 75,750 | $3.0M |
| Nwam LLC | 0.24% | Add +20.3% | 75,707 | $2.9M |
| Certuity, LLC | 0.26% | Add +0.7% | 74,937 | $2.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.34% | Add +490.2% | 74,494 | $2.9M |
| Evensky & Katz LLC | 0.20% | Reduce -1.6% | 74,000 | $2.9M |
| Motive Wealth Advisors | 1.74% | Add +19.7% | 73,460 | $2.9M |
| American Financial Advisors, LLC | 0.40% | Reduce -2.5% | 73,417 | $2.9M |
| BSW Wealth Partners | 0.48% | Reduce -6.3% | 73,357 | $2.9M |
| Strategic Advocates LLC | 1.10% | Reduce -64.2% | 73,089 | $2.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.43% | Reduce -4.5% | 72,466 | $2.8M |
| MIdWestOne Financial Group, Inc. | 0.51% | Reduce -18.3% | 72,436 | $2.8M |
| Long Island Wealth Management, Inc. | 1.95% | Add +6.5% | 70,937 | $2.8M |
| Embree Financial Group | 0.54% | Reduce -0.6% | 70,773 | $2.8M |
| CAP Partners, LLC | 2.41% | Reduce -21.0% | 69,929 | $2.7M |
| Nelson Capital Management, LLC | 0.52% | Reduce -0.4% | 69,777 | $2.7M |
| Port Capital LLC | 0.14% | No change | 69,600 | $2.7M |
| Cape Investment Advisory, Inc. | 1.27% | Reduce -0.8% | 69,539 | $2.7M |
| DHJJ Financial Advisors, Ltd. | 1.20% | Add +11.1% | 69,536 | $2.7M |
| Arcataur Capital Management LLC | 0.96% | Reduce -0.3% | 68,769 | $2.7M |
| Lion Street Advisors, LLC | 1.09% | No change | 72,312 | $2.7M |
| Elm Partners Management LLC | 0.21% | New | 67,103 | $2.6M |
| Howard Financial Services, LTD. | 0.45% | Reduce -1.2% | 66,650 | $2.6M |
| Freestone Capital Holdings, LLC | 0.10% | Add +17.4% | 66,491 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +202.5% | 66,174 | $2.6M |
| Vantage Financial Partners, LLC | 0.69% | Add +1.8% | 65,785 | $2.6M |
| Sand Hill Global Advisors, LLC | 0.12% | Add +1.4% | 65,143 | $2.5M |
| Omega Financial Group, LLC | 1.04% | Reduce -1.2% | 64,912 | $2.5M |
| Schneider Downs Wealth Management Advisors, LP | 0.58% | Reduce -3.4% | 64,893 | $2.5M |
| Allen Capital Group, LLC | 0.37% | Add +15.8% | 64,677 | $2.5M |
| Kades & Cheifetz LLC | 1.61% | Add +0.8% | 64,257 | $2.5M |
| TAP Consulting, LLC | 0.54% | Reduce -9.0% | 63,431 | $2.5M |
| Johnson Bixby & Associates, LLC | 0.42% | Reduce -2.3% | 62,197 | $2.4M |
| D.B. Root & Company, LLC | 0.82% | Add +5.1% | 62,151 | $2.4M |
| Townsquare Capital LLC | 0.04% | Add +79.8% | 61,654 | $2.4M |
| Sheets Smith Wealth Management | 0.27% | Reduce -85.7% | 61,603 | $2.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.44% | Reduce -7.7% | 61,592 | $2.4M |
| Bleakley Financial Group, LLC | 0.07% | Reduce -1.7% | 60,895 | $2.4M |
| Simplicity Wealth,LLC | 0.06% | New | 60,895 | $2.4M |
| Citadel Advisors | 0.00% | New | 60,101 | $2.3M |
| Liberty Capital Management, Inc. | 0.58% | Reduce -15.4% | 59,821 | $2.3M |
| AllSquare Wealth Management LLC | 1.37% | No change | 59,820 | $2.3M |
| MADDEN SECURITIES Corp | 1.05% | Add +4.7% | 58,368 | $2.3M |
| IHT Wealth Management, LLC | 0.09% | Add +454.6% | 57,479 | $2.2M |
| Arvest Investments, Inc. | 0.36% | Add +0.3% | 57,414 | $2.2M |
| Pinnacle Financial Partners Inc | 0.05% | No change | 57,398 | $2.2M |
| VERITY Wealth Advisors | 1.71% | No change | 57,197 | $2.2M |
| Facet Wealth, Inc. | 0.07% | Add +41.4% | 57,199 | $2.2M |
| Marquette Asset Management, LLC | 0.38% | Reduce -0.2% | 56,503 | $2.2M |
| Arcadia Investment Advisors LLC | 1.26% | Reduce -2.0% | 56,445 | $2.2M |
| Strategic Financial Concepts, LLC | 0.53% | New | 56,389 | $2.2M |
| LGL Partners, LLC | 0.37% | Reduce -79.1% | 56,175 | $2.2M |
| New England Private Wealth Advisors LLC | 0.38% | Add +348.8% | 27,046 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Add +12.9% | 55,434 | $2.2M |
| Seaside Wealth Management, Inc. | 0.92% | Reduce -0.5% | 55,163 | $2.2M |
| Global Financial Private Client, LLC | 0.92% | Reduce -2.8% | 55,216 | $2.1M |
| Roundview Capital LLC | 0.18% | Reduce -0.8% | 54,924 | $2.1M |
| Affinity Capital Advisors, LLC | 0.47% | Reduce -14.4% | 54,360 | $2.1M |
| Johnson Financial Group, LLC | 0.27% | Add +86.8% | 54,359 | $2.1M |
| Burkett Financial Services, LLC | 1.09% | Reduce -4.8% | 54,303 | $2.1M |
| RE Dickinson Investment Advisors, LLC | 1.30% | Reduce -5.0% | 53,323 | $2.1M |
| Caprock Group, LLC | 0.12% | Reduce -1.2% | 53,205 | $2.1M |
| Tenret Co LLC | 1.46% | Add +1.5% | 53,171 | $2.1M |
| Ahl Investment Management, Inc. | 1.59% | Reduce -0.3% | 53,140 | $2.1M |
| Garrison Asset Management, LLC | 1.08% | Reduce -0.6% | 52,876 | $2.1M |
| Ami Investment Management Inc. | 0.75% | Reduce -2.1% | 52,617 | $2.1M |
| Brighton Jones LLC | 0.07% | Reduce -2.0% | 52,532 | $2.0M |
| Whitcomb & Hess, Inc. | 0.65% | Reduce -3.5% | 51,550 | $2.0M |
| Northern Trust Corp. | 0.00% | Reduce -3.2% | 51,443 | $2.0M |
| LVW Advisors, LLC | 0.34% | Reduce -16.1% | 51,196 | $2.0M |
| Jackson Creek Investment Advisors LLC | 0.71% | Reduce -4.8% | 50,962 | $2.0M |
| Harbour Investments, Inc. | 0.07% | Add +5.3% | 50,957 | $2.0M |
| Global Retirement Partners, LLC | 0.07% | Reduce -5.4% | 50,714 | $2.0M |
| Savvy Advisors, Inc. | 1.14% | Add +58.6% | 50,668 | $2.0M |
| Roble, Belko & Company, Inc | 0.34% | Reduce -29.9% | 50,395 | $2.0M |
| Keel Point, LLC | 0.20% | Add +1.6% | 49,201 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -6.3% | 49,155 | $1.9M |
| St. Louis Trust Co | 0.30% | Add +38.8% | 48,824 | $1.9M |
| Moneywise, Inc. | 1.01% | Reduce -19.1% | 47,768 | $1.9M |
| Clearwater Capital Advisors, LLC | 0.20% | Add +4.3% | 47,587 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.12% | Add +0.7% | 47,494 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +14.7% | 47,291 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +14.7% | 47,291 | $1.8M |
| Sunburst Financial Group, LLC | 0.52% | Reduce -4.2% | 47,084 | $1.8M |
| Passive Capital Management, LLC. | 0.72% | Add +1.8% | 46,863 | $1.8M |
| West Paces Advisors Inc. | 0.48% | Reduce -2.8% | 46,750 | $1.8M |
| Blueprint Investment Partners LLC | 0.36% | Add +10.7% | 46,597 | $1.8M |
| Apollon Wealth Management, LLC | 0.06% | Add +1.3% | 45,751 | $1.8M |
| Intelligence Driven Advisers, LLC | 0.26% | Reduce -0.8% | 45,654 | $1.8M |
| Capital Advisors, Ltd. LLC | 0.23% | No change | 45,374 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +6.4% | 45,367 | $1.8M |
| Strategic Family Wealth Counselors, L.L.C. | 0.70% | Reduce -0.0% | 45,258 | $1.8M |
| Private Capital Management LLC | 0.39% | Reduce -0.6% | 45,257 | $1.8M |
| Grant Street Asset Management, Inc. | 0.57% | Add +2.3% | 45,053 | $1.8M |
| Blossom Wealth Management | 4.23% | Add +0.7% | 45,041 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +17.6% | 44,963 | $1.8M |
| Fiduciary Trust Co | 0.03% | Add +5.3% | 44,502 | $1.7M |
| Horan Capital Advisors, LLC. | 0.62% | Add +0.0% | 44,451 | $1.7M |
| WMS Partners, LLC | 0.12% | Add +0.0% | 44,286 | $1.7M |
| Stewardship Advisors, LLC | 0.58% | Add +14.3% | 43,595 | $1.7M |
| Awm Capital, LLC | 0.28% | Add +558.9% | 43,276 | $1.7M |
| Csenge Advisory Group | 0.09% | Reduce -2.5% | 43,129 | $1.7M |
| IFP Advisors, Inc | 0.07% | Add +12.3% | 41,709 | $1.6M |
| Lee Financial Co | 0.27% | Reduce -3.2% | 41,450 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.27% | Add +3.3% | 40,975 | $1.6M |
| Cambridge Advisors Inc. | 0.38% | Reduce -0.3% | 40,824 | $1.6M |
| Traction Financial Partners, LLC | 1.23% | Reduce -2.1% | 40,260 | $1.6M |
| Econ Financial Services Corp | 0.97% | Reduce -18.7% | 40,040 | $1.6M |
| WT Wealth Management | 0.55% | Reduce -2.5% | 39,450 | $1.5M |
| Cassady Schiller Wealth Management, LLC | 0.69% | Add +0.7% | 39,364 | $1.5M |
| FAS Wealth Partners, Inc. | 0.14% | Reduce -1.1% | 39,219 | $1.5M |
| One Capital Management, LLC | 0.06% | Reduce -9.9% | 39,151 | $1.5M |
| Aspen Investment Management Inc | 0.77% | Reduce -0.9% | 38,971 | $1.5M |
| Ellevest, Inc. | 0.09% | New | 38,877 | $1.5M |
| NorthRock Partners, LLC | 0.06% | Reduce -24.6% | 38,819 | $1.5M |
| Private Capital Management, LLC | 0.17% | Reduce -0.5% | 38,633 | $1.5M |
| Altfest L J & Co. Inc. | 0.21% | No change | 38,594 | $1.5M |
| KMG Fiduciary Partners, LLC | 0.16% | Reduce -1.3% | 38,461 | $1.5M |
| Capasso Planning Partners LLC | 0.62% | Add +0.5% | 38,148 | $1.5M |
| Kearns & Associates LLC | 1.15% | Add +7.5% | 37,978 | $1.5M |
| Spinnaker Investment Group, LLC | 0.41% | Reduce -0.9% | 37,715 | $1.5M |
| C M Bidwell & Associates Ltd. | 1.00% | Add +1.6% | 37,602 | $1.5M |
| Diversified Investment Strategies, LLC | 0.99% | Reduce -1.6% | 37,584 | $1.5M |
| Evoke Wealth, LLC | 0.04% | Add +46.6% | 37,457 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +1.4% | 37,241 | $1.5M |
| Oak Family Advisors, LLC | 0.56% | Reduce -1.1% | 37,228 | $1.5M |
| Capital Square, LLC | 1.02% | New | 37,160 | $1.4M |
| SevenBridge Financial Group, LLC | 0.33% | Add +1.0% | 37,520 | $1.4M |
| Evanson Asset Management, LLC | 0.11% | Add +2.3% | 36,634 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.9% | 36,602 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.10% | Reduce -4.9% | 36,219 | $1.4M |
| Independent Advisor Alliance | 0.05% | Reduce -6.3% | 36,145 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.8% | 36,011 | $1.4M |
| REDW Wealth LLC | 0.38% | Reduce -2.3% | 35,762 | $1.4M |
| Evermay Wealth Management LLC | 0.21% | Reduce -0.6% | 35,632 | $1.4M |
| Warwick Investment Management, Inc. | 0.33% | Add +2.8% | 35,076 | $1.4M |
| FDx Advisors, Inc. | 0.21% | Reduce -23.7% | 35,009 | $1.4M |
| Walter & Keenan Wealth Management LLC /in/ | 0.45% | No change | 34,983 | $1.4M |
| Brickley Wealth Management | 0.31% | Reduce -0.2% | 34,937 | $1.4M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -0.1% | 34,640 | $1.4M |
| Abacus Planning Group, Inc. | 0.26% | Reduce -0.8% | 34,505 | $1.3M |
| Ameritas Advisory Services, LLC | 0.06% | Add +161.2% | 34,670 | $1.3M |
| Faithward Advisors, LLC | 0.24% | Add +3.4% | 34,329 | $1.3M |
| Bensler, LLC | 0.19% | Reduce -23.8% | 34,171 | $1.3M |
| Cynosure Group, LLC | 0.24% | Reduce -8.1% | 34,110 | $1.3M |
| Integrated Advisors Network LLC | 0.07% | Add +0.0% | 34,006 | $1.3M |
| Greenhouse Wealth Management, LLC | 0.99% | Reduce -0.4% | 33,956 | $1.3M |
| Cooper/Haims Advisors, LLC | 0.77% | Reduce -27.3% | 33,939 | $1.3M |
| Great Waters Wealth Management | 0.21% | Reduce -0.7% | 33,249 | $1.3M |
| Klingman & Associates, LLC | 0.09% | No change | 33,060 | $1.3M |
| Beacon Bridge Wealth Partners, LLC | 0.60% | Add +34.5% | 32,806 | $1.3M |
| Weaver Capital Management LLC | 0.36% | Add +9.0% | 32,534 | $1.3M |
| Equita Financial Network, Inc. | 0.57% | Add +28.4% | 32,496 | $1.3M |
| Rappaport Reiches Capital Management, LLC | 0.40% | Add +7.0% | 32,476 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -57.1% | 32,375 | $1.3M |
| Black Cypress Capital Management, LLC | 1.18% | — | 32,281 | $1.3M |
| Transform Wealth, LLC | 0.12% | Reduce -1.5% | 32,080 | $1.3M |
| Manchester Financial Inc. | 0.32% | Add +0.7% | 31,761 | $1.2M |
| Versant Capital Management, Inc | 0.35% | Add +39.1% | 31,738 | $1.2M |
| Clay Northam Wealth Management, LLC | 0.99% | Reduce -11.5% | 31,379 | $1.2M |
| Garrison Point Advisors, LLC | 0.78% | Add +23.6% | 31,166 | $1.2M |
| Wilson & Boucher Capital Management, LLC | 0.96% | No change | 31,110 | $1.2M |
| Smallwood Wealth Investment Management, LLC | 0.94% | Reduce -3.0% | 30,914 | $1.2M |
| TFO Wealth Partners, LLC | 0.23% | Add +0.0% | 30,912 | $1.2M |
| Gould Asset Management LLC | 0.29% | Add +0.9% | 30,865 | $1.2M |
| Anchor Investment Management, LLC | 0.13% | Reduce -0.6% | 30,646 | $1.2M |
| Asset Dedication, LLC | 0.09% | Reduce -0.9% | 30,545 | $1.2M |
| Thompson Investment Management, Inc. | 0.18% | No change | 30,518 | $1.2M |
| Squarepoint Ops LLC | 0.00% | New | 30,342 | $1.2M |
| Revisor Wealth Management LLC | 0.53% | New | 31,150 | $1.2M |
| Apella Capital, LLC | 0.06% | Reduce -0.9% | 30,404 | $1.2M |
| Aptus Capital Advisors, LLC | 0.03% | Add +761.2% | 30,089 | $1.2M |
| Access Financial Services, Inc. | 0.52% | Reduce -34.4% | 30,002 | $1.2M |
| Blackhawk Capital Partners, LLC | 0.73% | Reduce -8.5% | 29,965 | $1.2M |
| Fifth Third Securities, Inc. | 0.11% | Add +2.9% | 29,682 | $1.2M |
| Watershed Private Wealth LLC | 0.51% | Reduce -15.5% | 29,600 | $1.2M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.48% | Reduce -1.4% | 30,427 | $1.1M |
| Comerica Bank | 0.00% | Add +5.9% | 29,402 | $1.1M |
| Fortress Wealth Management, Inc. | 0.59% | Reduce -29.1% | 29,280 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 28,891 | $1.1M |
| Intrua Financial, LLC | 0.17% | Reduce -12.2% | 28,809 | $1.1M |
| Hurlow Wealth Management Group, Inc. | 0.40% | Reduce -0.3% | 28,756 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +673.8% | 28,653 | $1.1M |
| Vise Technologies, Inc. | 0.22% | Reduce -5.8% | 28,428 | $1.1M |
| Rossmore Private Capital | 0.14% | No change | 28,047 | $1.1M |
| Madden Advisory Services, Inc. | 0.57% | Add +1.6% | 27,903 | $1.1M |
| Abound Wealth Management | 0.41% | Add +9.2% | 27,741 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +39.5% | 27,716 | $1.1M |
| Cabot Wealth Management Inc. | 0.14% | Reduce -11.0% | 27,636 | $1.1M |
| Fonville Wealth Management LLC | 0.48% | Add +0.8% | 27,566 | $1.1M |
| Alaska Wealth Advisors, LLC | 0.16% | Add +11.2% | 27,461 | $1.1M |
| Valeo Financial Advisors, LLC | 0.04% | Add +19.5% | 28,191 | $1.1M |
| Sigma Investment Counselors Inc. | 0.07% | Add +3.8% | 27,386 | $1.1M |
| Earned Wealth Advisors, LLC | 0.40% | Reduce -9.2% | 26,748 | $1.0M |
| American Investment Services, Inc. | 0.18% | No change | 26,607 | $1.0M |
| Jentner Corp | 0.36% | Reduce -1.6% | 26,607 | $1.0M |
| Single Point Partners, LLC | 0.24% | No change | 26,549 | $1.0M |
| Lindenwold Advisors, INC | 0.55% | Reduce -58.7% | 26,470 | $1.0M |
| Imprint Wealth LLC | 0.25% | New | 26,574 | $1.0M |
| Flower City Capital | 0.68% | Add +2.6% | 26,373 | $1.0M |
| Flputnam Investment Management Co. | 0.02% | Reduce -9.6% | 26,289 | $1.0M |
| Foundations Investment Advisors, LLC | 0.03% | Add +119.1% | 26,077 | $1.0M |
| Fairview Capital Investment Management, LLC | 0.06% | Reduce -2.2% | 26,029 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +2.1% | 29,782 | $1.0M |
| Lewis Asset Management, LLC | 0.83% | Reduce -6.9% | 25,751 | $1.0M |
| Vanguard Group Inc. | 0.00% | Add +35.7% | 25,747 | $1.0M |
| Acorn Wealth Advisors, LLC | 0.52% | Reduce -3.1% | 25,615 | $1000K |
| Sigma Planning Corp | 0.03% | Add +183.0% | 25,054 | $978K |
| Eagle Strategies LLC | 0.21% | Add +139.7% | 24,713 | $964K |
| Aspen Grove Capital, LLC | 0.27% | Add +1.4% | 24,499 | $956K |
| Ieq Capital, LLC | 0.01% | Reduce -8.2% | 24,220 | $945K |
| Retirement Group, LLC | 0.34% | Reduce -0.1% | 24,209 | $945K |
| Procyon Advisors, LLC | 0.07% | Reduce -11.3% | 24,061 | $939K |
| HRT Financial LP | 0.01% | Reduce -80.0% | 23,742 | $926K |
| FineMark National Bank & Trust | 0.03% | Reduce -3.1% | 23,443 | $915K |
| Kiley Juergens Wealth Management, LLC | 0.28% | Reduce -8.6% | 23,019 | $898K |
| Fagan Associates, Inc. | 0.17% | Reduce -4.1% | 22,970 | $896K |
| Coppell Advisory Solutions Corp. | 0.17% | — | 22,925 | $895K |
| Clayton Financial Group LLC | 0.41% | Add +2.9% | 22,867 | $892K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -5.2% | 22,832 | $891K |
| Crescent Sterling, Ltd. | 0.81% | Add +1.2% | 22,821 | $890K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -6.4% | 22,703 | $886K |
| Planned Solutions, Inc. | 0.43% | Add +6.7% | 22,636 | $883K |
| Wrenne Financial Planning LLC | 0.65% | Add +22.3% | 22,586 | $881K |
| Geometric Wealth Advisors | 0.21% | Add +4.0% | 22,430 | $875K |
| Fifth Third Bancorp | 0.00% | Add +12.4% | 22,423 | $875K |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +0.7% | 22,388 | $874K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.51% | Reduce -1.0% | 22,251 | $868K |
| HC Advisors, LLC | 0.41% | Add +1.6% | 21,958 | $857K |
| CoreCap Advisors, LLC | 0.05% | New | 21,845 | $852K |
| Pathstone Holdings, LLC | 0.00% | New | 21,823 | $852K |
| Bfsg, LLC | 0.11% | Add +0.6% | 21,695 | $847K |
| Tiaa Trust, National Association | 0.00% | Add +33.6% | 21,649 | $845K |
| LTG Capital LLC | 0.72% | Reduce -0.7% | 21,594 | $843K |
| Investment Partners Asset Management, Inc. | 0.76% | No change | 21,570 | $842K |
| Successful Portfolios LLC | 0.57% | Reduce -1.8% | 21,567 | $842K |
| Madison Wealth Partners, Inc | 0.30% | Add +24.0% | 21,523 | $840K |
| Brookstone Capital Management | 0.01% | Reduce -23.3% | 21,141 | $825K |
| Benjamin Edwards Inc. | 0.16% | Reduce -7.2% | 20,964 | $818K |
| FF Advisors,LLC | 0.56% | Add +63.5% | 20,845 | $813K |
| Keybank National Association | 0.00% | Reduce -11.6% | 20,809 | $812K |
| Ironwood Financial, llc | 0.19% | Reduce -4.8% | 20,677 | $807K |
| Beaird Harris Wealth Management, LLC | 0.08% | Reduce -1.6% | 20,513 | $800K |
| Country Club Bank | 0.06% | No change | 20,500 | $800K |
| Commerce Bank | 0.01% | Reduce -10.8% | 20,315 | $793K |
| Red Door Wealth Management, LLC | 0.15% | Add +5.3% | 20,203 | $788K |
| Primoris Wealth Advisors, LLC | 0.63% | Reduce -1.2% | 20,193 | $788K |
| Sollinda Capital Management LLC | 0.25% | Add +27.9% | 20,191 | $788K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -18.4% | 20,154 | $786K |
| Cascade Financial Partners, LLC | 0.11% | — | 20,578 | $777K |
| Redhawk Wealth Advisors, Inc. | 0.13% | Reduce -0.5% | 19,891 | $776K |
| SOL Capital Management CO | 0.10% | Add +0.1% | 19,646 | $767K |
| Capital Planning LLC | 0.25% | Reduce -58.1% | 19,599 | $765K |
| AA Financial Advisors, LLC | 0.30% | No change | 19,327 | $754K |
| Mayflower Financial Advisors, LLC | 0.13% | No change | 19,264 | $752K |
| Millennium Management | 0.00% | Reduce -81.9% | 19,072 | $744K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.3% | 19,120 | $743K |
| Renaissance Technologies | 0.00% | Reduce -69.2% | 19,000 | $741K |
| Safeguard Financial, LLC | 0.24% | Reduce -1.6% | 18,969 | $740K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -7.1% | 18,884 | $737K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | Reduce -2.1% | 18,853 | $736K |
| Villere St Denis J & Co. LLC | 0.06% | Add +17.8% | 18,768 | $732K |
| Carlson Capital Management | 0.03% | Reduce -87.1% | 18,581 | $725K |
| Paulson Wealth Management Inc. | 0.21% | Reduce -21.2% | 18,510 | $722K |
| Ballentine Partners, LLC | 0.01% | Add +3.5% | 18,383 | $717K |
| Twele Capital Management, Inc. | 0.16% | Add +1.4% | 18,028 | $703K |
| Emergent Wealth Advisors, LLC | 0.61% | Add +39.3% | 18,004 | $702K |
| Stone Summit Wealth LLC | 0.24% | Add +5.7% | 17,978 | $702K |
| ETF Store, Inc. | 0.40% | Add +5.0% | 17,950 | $700K |
| Citizens Financial Group Inc. | 0.02% | Add +0.2% | 17,895 | $698K |
| Harbour Investment Management LLC | 0.33% | Add +50.1% | 17,752 | $693K |
| Portside Wealth Group, LLC | 0.13% | New | 17,752 | $693K |
| Front Row Advisors LLC | 0.26% | No change | 17,634 | $688K |
| Integral Investment Advisors, Inc. | 0.28% | New | 17,447 | $682K |
| Glass Jacobson Investment Advisors llc | 0.25% | Add +38.3% | 17,260 | $673K |
| Pineridge Advisors LLC | 0.24% | Reduce -0.5% | 17,225 | $672K |
| Bridgewater Advisors Inc. | 0.10% | Reduce -16.5% | 17,097 | $667K |
| Clark Asset Management, LLC | 0.20% | Reduce -6.4% | 17,092 | $667K |
| TCI Wealth Advisors, Inc. | 0.07% | Add +214.1% | 17,076 | $666K |
| Coastwise Capital Group, LLC | 0.63% | Reduce -0.1% | 17,037 | $665K |
| Rehmann Capital Advisory Group | 0.05% | Add +15.7% | 16,977 | $662K |
| Cardiff Park Advisors, LLC | 0.06% | Add +1.7% | 16,926 | $660K |
| Diversified Trust Co. | 0.02% | New | 16,924 | $660K |
| Market Street Wealth Management Advisors LLC | 0.12% | Reduce -6.7% | 16,922 | $660K |
| Coordinated Financial Services, Inc. | 0.58% | — | 16,865 | $658K |
| Carnegie Investment Counsel | 0.02% | Add +51.1% | 16,856 | $658K |
| Signature Resources Capital Management, LLC | 0.62% | Reduce -7.3% | 17,766 | $657K |
| Roger Wittlin Investment Advisory, LLC | 0.46% | New | 16,797 | $655K |
| Diversified Portfolios, Inc. | 0.09% | Add +4.9% | 16,724 | $653K |
| Marshall Financial Group, LLC | 0.19% | No change | 16,572 | $647K |
| Castle Wealth Management LLC | 0.34% | Reduce -1.0% | 16,504 | $644K |
| Basepoint Wealth LLC | 0.48% | New | 16,429 | $641K |
| Elevation Wealth Partners, LLC | 0.32% | Reduce -10.9% | 16,429 | $641K |
| Ifrah Financial Services, Inc. | 0.18% | Add +1.5% | 16,357 | $638K |
| Heartwood Wealth Advisors LLC | 0.08% | Reduce -17.9% | 16,033 | $626K |
| Monograph Wealth Advisors, LLC | 0.09% | Add +2.9% | 16,028 | $625K |
| Total Clarity Wealth Management, Inc. | 0.22% | Reduce -1.1% | 15,905 | $621K |
| Crestone Asset Management LLC | 0.12% | No change | 15,897 | $620K |
| CWA Asset Management Group, LLC | 0.04% | Reduce -23.3% | 15,867 | $619K |
| waypoint wealth counsel | 0.48% | Reduce -0.1% | 15,866 | $619K |
| IFG Advisory, LLC | 0.05% | Add +2.6% | 15,679 | $612K |
| Willis Johnson & Associates, Inc. | 0.05% | Add +0.9% | 15,597 | $609K |
| Pflug Koory, LLC | 0.04% | Add +1.0% | 15,516 | $605K |
| Custom Portfolio Group LLC | 0.49% | No change | 15,303 | $597K |
| Simon Quick Advisors, LLC | 0.04% | Reduce -0.3% | 15,286 | $596K |
| Broadview Financial Management, LLC | 0.43% | No change | 15,202 | $593K |
| Level Four Advisory Services, LLC | 0.03% | No change | 15,979 | $591K |
| Westshore Wealth, LLC | 0.25% | No change | 15,129 | $590K |
| AQR Capital Management | 0.00% | Add +25.2% | 15,061 | $588K |
| Clear Investment Research, LLC | 0.79% | No change | 15,026 | $586K |
| Mairs & Power Inc. | 0.01% | No change | 15,000 | $585K |
| Fisher Asset Management | 0.00% | Reduce -31.2% | 14,942 | $583K |
| Ranch Capital Advisors Inc. | 0.31% | Reduce -4.6% | 14,910 | $582K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +9.2% | 14,857 | $580K |
| Clarity Capital Advisors, LLC | 0.46% | No change | 14,843 | $579K |
| MBL Wealth, LLC | 0.07% | No change | 14,835 | $579K |
| Larson Financial Group LLC | 0.04% | Reduce -13.3% | 14,813 | $578K |
| Fca Corp. | 0.19% | Add +0.6% | 14,753 | $576K |
| Pathway Financial Advisors LLC | 0.16% | Reduce -3.5% | 14,744 | $575K |
| Equitable Holdings, Inc. | 0.01% | Reduce -3.9% | 14,665 | $572K |
| Sei Investments Co. | 0.00% | Add +122.6% | 14,641 | $571K |
| Grey Street Capital, LLC | 0.08% | New | 14,637 | $571K |
| Fiduciary Group, LLC | 0.06% | Add +0.3% | 14,628 | $571K |
| Merriman Wealth Management, LLC | 0.03% | Add +7.6% | 14,565 | $568K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 14,484 | $565K |
| Accel Wealth Management | 0.24% | Add +13.0% | 14,421 | $563K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +46.4% | 14,356 | $560K |
| Legacy Bridge, LLC | 0.33% | Reduce -1.3% | 14,343 | $560K |
| Seed Wealth Management, Inc. | 0.53% | No change | 14,402 | $560K |
| RMR Wealth Builders | 0.07% | Reduce -10.0% | 14,252 | $556K |
| Wolff Financial Management LLC | 0.16% | No change | 14,260 | $556K |
| My Personal CFO, LLC | 0.32% | Add +5.0% | 14,238 | $556K |
| Baldwin Investment Management, LLC | 0.07% | Add +78.2% | 14,152 | $552K |
| Oldfather Financial Services, LLC | 0.23% | Add +0.0% | 14,119 | $551K |
| Sage Mountain Advisors LLC | 0.06% | Reduce -5.2% | 14,000 | $546K |
| Collective Family Office LLC | 0.18% | Reduce -14.1% | 13,998 | $546K |
| Mather Group, Llc. | 0.01% | Reduce -2.6% | 14,702 | $543K |
| First Manhattan Co. Llc. | 0.00% | Reduce -19.5% | 13,518 | $528K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -56.6% | 13,504 | $527K |
| Obsidian Cio, LLC | 0.13% | Add +11.3% | 13,475 | $526K |
| HBW Advisory Services LLC | 0.10% | No change | 14,197 | $525K |
| FMB Wealth Management | 0.42% | No change | 13,357 | $521K |
| LBMC Investment Advisors, LLC | 0.05% | No change | 13,339 | $520K |
| Wealthcare Capital Management LLC | 0.06% | Reduce -22.8% | 13,326 | $520K |
| Claro Advisors Inc. | 0.09% | Add +4.5% | 13,274 | $518K |
| Values Added Financial LLC | 0.40% | No change | 13,244 | $517K |
| Fragasso Financial Advisors Inc | 0.04% | Add +4.8% | 13,200 | $515K |
| Citigroup Inc. | 0.00% | Add +176.4% | 13,166 | $514K |
| Advisory Services Network, LLC | 0.01% | Add +1.1% | 13,092 | $511K |
| Consilium Wealth Advisory, LLC | 0.29% | Add +13.3% | 13,074 | $510K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -40.8% | 13,071 | $510K |
| Everhart Financial Group, Inc. | 0.15% | Reduce -6.9% | 13,036 | $509K |
| Acorn Financial Advisory Services Inc. | 0.09% | Reduce -65.1% | 12,778 | $499K |
| Ehrlich Financial Group | 0.42% | Add +0.9% | 12,690 | $495K |
| Ironwood Investment Counsel, LLC | 0.09% | Reduce -13.5% | 12,592 | $491K |
| Becker Capital Management Inc. | 0.02% | No change | 12,578 | $491K |
| MBE Wealth Management, LLC | 0.30% | New | 12,556 | $490K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 12,519 | $489K |
| Sawgrass Asset Management LLC | 0.05% | Reduce -0.3% | 12,363 | $482K |
| Wescott Financial Advisory Group, LLC | 0.06% | Add +1.0% | 12,336 | $481K |
| Weik Capital Management | 0.20% | Add +0.3% | 12,300 | $480K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -6.3% | 12,288 | $479K |
| Guardian Wealth Advisors, LLC | 0.31% | Add +105.5% | 12,239 | $478K |
| Washington Trust Advisors, Inc. | 0.04% | Reduce -16.3% | 12,174 | $475K |
| Stockman Wealth Management, Inc. | 0.08% | No change | 12,100 | $472K |
| Cornerstone Planning Group LLC | 0.15% | Reduce -23.0% | 12,159 | $468K |
| Smithbridge Asset Management Inc. | 0.10% | Reduce -0.5% | 11,997 | $468K |
| Independent Financial Group, LLC | 0.02% | Reduce -0.0% | 11,990 | $468K |
| Integrated Investment Consultants, LLC | 0.13% | Reduce -10.8% | 11,874 | $463K |
| Brown Advisory Inc. | 0.00% | Add +68.2% | 11,777 | $460K |
| Capital Insight Partners, LLC | 0.09% | Add +2.4% | 11,699 | $456K |
| Strategic Blueprint, LLC | 0.03% | Reduce -10.5% | 11,685 | $456K |
| Everett Harris & Co. | 0.01% | Add +7.3% | 11,678 | $456K |
| Private Ocean, LLC | 0.05% | Reduce -0.6% | 11,667 | $455K |
| Meeder Advisory Services, Inc. | 0.05% | Reduce -12.8% | 11,655 | $455K |
| Cornerstone Wealth Group, LLC | 0.04% | New | 11,598 | $453K |
| Granite Investment Partners, LLC | 0.02% | No change | 11,572 | $452K |
| Palisade Asset Management, LLC | 0.04% | Reduce -59.3% | 11,552 | $451K |
| Mission Creek Capital Partners, Inc. | 0.12% | Reduce -9.3% | 11,539 | $450K |
| Private Trust Co. NA | 0.05% | Reduce -7.0% | 11,421 | $446K |
| Delta Financial Group, Inc. | 0.13% | Add +56.0% | 11,409 | $445K |
| FirstPurpose Wealth LLC | 0.16% | Add +10.2% | 11,565 | $443K |
| Financial Synergies Wealth Advisors, Inc. | 0.06% | Reduce -21.6% | 11,339 | $442K |
| MidAtlantic Capital Management, Inc. | 0.39% | No change | 11,303 | $441K |
| Sentinel Pension Advisors, LLC | 0.09% | No change | 11,289 | $440K |
| Centaurus Financial, Inc. | 0.03% | Add +5.5% | 11,282 | $440K |
| Three Bridge Wealth Advisors, LLC | 0.17% | Reduce -6.0% | 11,249 | $439K |
| Joule Financial, LLC | 0.18% | Reduce -0.6% | 11,248 | $439K |
| Greenwood Gearhart LLC | 0.04% | Add +5.0% | 11,080 | $432K |
| Bigelow Investment Advisors, LLC | 0.21% | Reduce -6.1% | 11,066 | $432K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +38.0% | 11,058 | $431K |
| Interchange Capital Partners, LLC | 0.29% | Reduce -1.2% | 11,049 | $431K |
| Silver Oak Advisory Group, Inc. | 0.24% | Reduce -3.8% | 11,034 | $431K |
| HUB Investment Partners, LLC | 0.02% | Reduce -16.2% | 11,009 | $430K |
| Stevens Capital Partners | 0.25% | Reduce -15.9% | 10,865 | $424K |
| Signal Advisors Wealth, LLC | 0.10% | New | 10,825 | $422K |
| West Oak Capital, LLC | 0.18% | No change | 10,756 | $420K |
| ORBA Wealth Advisors, L.L.C. | 0.23% | Add +1.7% | 10,733 | $419K |
| Modus Advisors, LLC | 0.15% | Reduce -8.6% | 10,724 | $418K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -9.6% | 10,687 | $417K |
| MeadowBrook Investment Advisors LLC | 0.39% | Add +0.9% | 10,659 | $416K |
| Arbor Capital Management Inc. | 0.39% | Add +3.3% | 10,619 | $413K |
| Bowman & Co S.C. | 0.25% | Reduce -6.1% | 10,392 | $405K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -11.3% | 10,353 | $404K |
| Edgestream Partners, L.P. | 0.02% | New | 10,352 | $404K |
| Arq Wealth Advisors, LLC | 0.17% | New | 10,323 | $403K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.9% | 10,289 | $401K |
| Chatham Capital Group, Inc. | 0.07% | Add +0.0% | 10,278 | $401K |
| Bank of Hawaii | 0.02% | Reduce -29.1% | 10,205 | $398K |
| Proffitt & Goodson Inc. | 0.07% | Reduce -18.7% | 10,190 | $398K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +15.0% | 10,179 | $397K |
| Birchbrook, Inc. | 0.24% | No change | 10,163 | $397K |
| Financial Advocates Investment Management | 0.02% | Reduce -5.5% | 10,142 | $396K |
| Sabal Trust CO | 0.02% | No change | 10,040 | $392K |
| Summit Trail Advisors, LLC | 0.01% | Add +1.4% | 9,995 | $390K |
| USAdvisors Wealth Management, LLC | 0.15% | Add +9.2% | 9,847 | $385K |
| Keystone Wealth Services, LLC | 0.13% | No change | 9,854 | $385K |
| Nicolet Bankshares Inc. | 0.08% | Reduce -0.6% | 9,821 | $383K |
| Triton Financial Group Inc | 0.27% | No change | 9,785 | $382K |
| Paragon Capital Management Ltd | 0.07% | New | 9,778 | $382K |
| Sachem Hill LLC | 0.09% | Reduce -1.9% | 9,664 | $377K |
| Great Lakes Advisors, LLC | 0.00% | No change | 9,561 | $373K |
| Darrow Company, Inc. | 0.24% | Reduce -3.4% | 9,367 | $366K |
| Creekmur Asset Management LLC | 0.12% | Reduce -24.9% | 9,315 | $363K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 9,308 | $363K |
| Well Done, LLC | 0.07% | No change | 9,305 | $363K |
| True North Advisors, LLC | 0.10% | Reduce -19.3% | 9,294 | $363K |
| Goldstein Advisors, LLC | 0.06% | Reduce -0.1% | 9,206 | $359K |
| Haverford Trust Co | 0.00% | No change | 9,147 | $357K |
| Sandy Spring Bank | 0.02% | Add +1.4% | 9,076 | $354K |
| Mainstay Capital Management LLC | 0.07% | Reduce -1.0% | 9,067 | $354K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +25.9% | 9,051 | $353K |
| SpiderRock Advisors, LLC | 0.01% | — | 9,089 | $350K |
| Signet Financial Management, LLC | 0.05% | New | 8,848 | $345K |
| Advisory Alpha, LLC | 0.01% | Reduce -34.7% | 8,844 | $345K |
| Parkside Financial Bank & Trust | 0.06% | Reduce -5.5% | 8,827 | $344K |
| Sachetta, LLC | 0.16% | No change | 9,298 | $344K |
| Cordant, Inc. | 0.20% | No change | 8,778 | $343K |
| Principal Securities, Inc. | 0.01% | Add +0.8% | 8,771 | $342K |
| Mayport, LLC | 0.13% | Reduce -38.2% | 8,768 | $342K |
| Richardson Capital Management LLC | 0.28% | Add +154.8% | 8,732 | $341K |
| Family Investment Center, Inc. | 0.11% | Reduce -0.0% | 8,716 | $340K |
| Rock Point Advisors, LLC | 0.10% | Add +7.5% | 8,673 | $338K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -2.3% | 8,651 | $338K |
| Mosaic Family Wealth Partners, LLC | 0.06% | No change | 8,600 | $336K |
| Midwest Financial Group LLC | 0.23% | Add +3.0% | 8,598 | $335K |
| InterOcean Capital Group, LLC | 0.01% | Reduce -29.7% | 8,584 | $335K |
| Sterling Investment Management, LLC | 0.23% | Add +14.0% | 8,500 | $332K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Reduce -45.0% | 8,466 | $330K |
| Rollins Financial Advisors, LLC | 0.06% | Reduce -8.1% | 8,363 | $326K |
| Financial Insights, Inc. | 0.09% | No change | 8,346 | $326K |
| 25 LLC | 0.16% | New | 8,344 | $326K |
| PFG Advisors | 0.02% | Add +12.3% | 8,265 | $322K |
| Satovsky Asset Management LLC | 0.09% | Add +9.9% | 8,237 | $321K |
| AMG National Trust Bank | 0.01% | No change | 8,235 | $321K |
| StoneX Group Inc. | 0.03% | Reduce -2.2% | 8,221 | $321K |
| Keystone Financial Group | 0.05% | Add +1.1% | 8,086 | $315K |
| Smith Salley Wealth Management | 0.02% | Add +1.3% | 7,996 | $312K |
| Empirical Asset Management, LLC | 0.15% | New | 123,677 | $312K |
| Stephenson & Company, Inc. | 0.23% | No change | 7,962 | $311K |
| SRH Advisors, LLC | 0.10% | No change | 7,933 | $310K |
| FWG Investments, LLC. | 0.34% | Reduce -36.3% | 7,928 | $309K |
| Vista Capital Partners, Inc. | 0.04% | Add +13.3% | 7,888 | $308K |
| Tiemann Investment Advisors, LLC | 0.14% | No change | 7,873 | $307K |
| Uptick Partners, LLC | 0.23% | Add +1.7% | 7,733 | $302K |
| Crewe Advisors LLC | 0.04% | No change | 7,690 | $300K |
| Smart Portfolios, LLC | 0.32% | New | 7,685 | $300K |
| &partners | 0.04% | New | 7,755 | $299K |
| Leading Edge Financial Planning LLC | 0.13% | Reduce -63.6% | 7,653 | $299K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +31.7% | 7,606 | $297K |
| Linscomb Wealth, Inc. | 0.02% | No change | 7,595 | $296K |
| Ritholtz Wealth Management | 0.01% | Reduce -2.7% | 7,589 | $296K |
| Compass Financial Group, INC | 0.07% | Reduce -8.2% | 7,536 | $294K |
| HCR Wealth Advisors | 0.04% | Add +1.3% | 7,513 | $293K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -72.1% | 7,512 | $293K |
| Builder Investment Group Inc. | 0.09% | Add +0.3% | 7,497 | $293K |
| Fiducient Advisors LLC | 0.06% | Reduce -18.0% | 7,449 | $291K |
| Northwest Wealth Management, LLC | 0.08% | No change | 7,392 | $288K |
| Brass Tax Wealth Management, Inc. | 0.15% | — | 7,374 | $288K |
| Lifeworks Advisors, LLC | 0.08% | Add +4.5% | 7,347 | $287K |
| Colorado Capital Management, Inc. | 0.16% | New | 7,298 | $285K |
| Spire Wealth Management | 0.01% | Add +5.5% | 7,251 | $283K |
| Continuum Advisory, LLC | 0.04% | Reduce -91.8% | 7,234 | $283K |
| Pegasus Asset Management, Inc. | 0.09% | Reduce -0.8% | 7,249 | $283K |
| Twelve Points Wealth Management LLC | 0.10% | Reduce -0.1% | 7,246 | $283K |
| Lantern Wealth Advisors, LLC | 0.20% | Add +16.0% | 7,239 | $282K |
| Sharkey, Howes & Javer | 0.05% | Reduce -19.3% | 7,191 | $281K |
| Clearstead Advisors, LLC | 0.01% | Reduce -20.6% | 7,153 | $280K |
| Moneco Advisors, LLC | 0.04% | No change | 7,155 | $279K |
| Pinnacle Wealth Management Group, Inc. | 0.21% | Reduce -91.1% | 7,137 | $278K |
| Connecticut Wealth Management, LLC | 0.01% | Add +2.3% | 7,127 | $278K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 7,099 | $277K |
| Tradewinds Capital Management, LLC | 0.08% | Add +56.5% | 7,088 | $277K |
| Mengis Capital Management, Inc. | 0.04% | Add +1.2% | 7,054 | $275K |
| Meritage Portfolio Management | 0.02% | Add +7.7% | 7,020 | $274K |
| Adero Partners, LLC | 0.02% | Add +0.6% | 7,020 | $274K |
| Lathrop Investment Management Co. | 0.05% | Reduce -4.6% | 7,000 | $273K |
| BOS Asset Management, LLC | 0.14% | Reduce -65.9% | 6,993 | $273K |
| Avity Investment Management Inc. | 0.02% | No change | 6,900 | $269K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -31.1% | 6,846 | $267K |
| Glenmede Trust Co. NA | 0.00% | No change | 6,823 | $266K |
| Macroview Investment Management LLC | 0.29% | Reduce -2.3% | 6,817 | $266K |
| CreativeOne Wealth, LLC | 0.01% | New | 6,756 | $264K |
| Mayfair Advisory Group, LLC | 0.19% | Reduce -2.6% | 6,750 | $263K |
| Essex Bank | 0.08% | No change | 7,090 | $262K |
| Patten & Patten Inc. | 0.02% | Reduce -17.3% | 6,709 | $262K |
| Jacobi Capital Management LLC | 0.02% | No change | 6,708 | $262K |
| International Assets Investment Management, LLC | 0.03% | Reduce -15.3% | 6,722 | $261K |
| White Lighthouse Investment Management Inc. | 0.05% | No change | 6,681 | $261K |
| Shearwater Capital LLC | 0.19% | No change | 6,665 | $260K |
| Sage Rhino Capital LLC | 0.06% | No change | 6,642 | $259K |
| Boston Trust Walden Corp | 0.00% | No change | 6,636 | $259K |
| IRON Financial LLC | 0.14% | No change | 6,625 | $259K |
| Merit Financial Group, LLC | 0.01% | Reduce -12.5% | 6,645 | $256K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +647.8% | 6,558 | $256K |
| Waterfront Wealth Inc. | 0.07% | Reduce -11.8% | 6,665 | $253K |
| Shakespeare Wealth Management, LLC | 0.07% | No change | 6,473 | $253K |
| MCF Advisors LLC | 0.02% | No change | 6,455 | $252K |
| Brio Consultants, LLC | 0.04% | No change | 6,449 | $252K |
| Family Firm, Inc. | 0.06% | Add +1.7% | 6,435 | $251K |
| Regal Investment Advisors LLC | 0.02% | New | 6,410 | $250K |
| Sage Financial Group Inc. | 0.02% | Reduce -8.8% | 6,381 | $249K |
| Founders Financial Securities LLC | 0.03% | No change | 6,374 | $249K |
| Index Fund Advisors, Inc. | 0.01% | Reduce -46.1% | 6,314 | $246K |
| Vernal Point Advisors, LLC | 0.21% | No change | 6,310 | $246K |
| Hutchinson Capital Management | 0.05% | No change | 6,242 | $244K |
| Lakeridge Wealth Management LLC | 0.16% | Reduce -1.0% | 6,225 | $243K |
| NorthCoast Asset Management LLC | 0.00% | New | 6,198 | $242K |
| PDS Planning, Inc | 0.03% | Reduce -6.3% | 6,198 | $242K |
| Werba Rubin Papier Wealth Management | 0.07% | No change | 6,192 | $242K |
| Morton Brown Family Wealth, LLC | 0.10% | Reduce -0.3% | 6,184 | $241K |
| Evolution Advisers, Inc. | 0.14% | Reduce -2.0% | 6,152 | $241K |
| RBA Wealth Management, LLC | 0.10% | Reduce -1.6% | 6,144 | $240K |
| Austin Private Wealth, LLC | 0.03% | Add +8.7% | 6,157 | $239K |
| Astoria Portfolio Advisors LLC. | 0.09% | No change | 6,315 | $238K |
| Waterloo Capital, L.P. | 0.03% | Reduce -2.4% | 6,055 | $236K |
| Peak Asset Management, LLC | 0.05% | New | 5,977 | $233K |
| Lesa Sroufe & Co | 0.22% | Add +0.1% | 5,973 | $233K |
| IronBridge Private Wealth, LLC | 0.10% | No change | 5,935 | $232K |
| Hartline Investment Corp./ | 0.04% | Reduce -4.1% | 5,932 | $231K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 5,932 | $231K |
| QRG Capital Management, Inc. | 0.00% | New | 5,928 | $231K |
| River Wealth Advisors LLC | 0.03% | Reduce -2.8% | 5,904 | $230K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -51.9% | 5,901 | $230K |
| Advisor OS, LLC | 0.03% | New | 5,830 | $228K |
| LJI Wealth Management, LLC | 0.06% | New | 5,830 | $227K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -2.3% | 5,798 | $226K |
| First Foundation Advisors | 0.01% | Reduce -4.7% | 5,747 | $224K |
| Warren Street Wealth Advisors, LLC | 0.11% | No change | 5,713 | $223K |
| Spotlight Asset Group, Inc. | 0.16% | No change | 5,700 | $222K |
| Joseph P. Lucia & Associates, LLC | 0.12% | Reduce -6.3% | 5,582 | $218K |
| Forza Wealth Management, LLC | 0.11% | No change | 5,563 | $217K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +100.1% | 5,536 | $216K |
| Balanced Wealth Group LLC | 0.10% | New | 5,513 | $216K |
| Fulton Breakefield Broenniman LLC | 0.02% | New | 5,515 | $215K |
| Crestwood Advisors Group, LLC | 0.00% | Add +0.7% | 5,507 | $215K |
| Horan Securities, Inc. | 0.10% | No change | 5,463 | $213K |
| Jacobs & Co. | 0.02% | No change | 5,475 | $213K |
| Scott Capital Advisors, LLC | 0.06% | New | 5,468 | $212K |
| Cobblestone Capital Advisors LLC | 0.01% | Reduce -10.6% | 5,428 | $212K |
| Tudor Investment Corporation | 0.00% | New | 5,408 | $211K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -2.2% | 5,392 | $210K |
| Radnor Capital Management, LLC | 0.04% | New | 5,384 | $210K |
| Plancorp, LLC | 0.01% | Reduce -14.2% | 5,365 | $209K |
| Aviso Wealth Management | 0.13% | New | 5,352 | $209K |
| Burt Wealth Advisors | 0.05% | New | 5,293 | $207K |
| Prospera Financial Services Inc | 0.01% | New | 5,245 | $205K |
| Hutchens & Kramer Investment Management Group, LLC | 0.12% | New | 5,230 | $203K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,184 | $202K |
| Members Trust Co | 0.01% | New | 5,179 | $202K |
| Morris Financial Concepts, Inc. | 0.10% | No change | 5,171 | $202K |
| Two Sigma Securities, LLC | 0.01% | New | 5,171 | $202K |
| Arax Advisory Partners | 0.02% | No change | 5,146 | $201K |
| Trust Co. of Vermont | 0.01% | No change | 5,047 | $197K |
| Blue Trust, Inc. | 0.00% | Add +88.5% | 5,003 | $195K |
| Morling Financial Advisors, LLC | 0.11% | Reduce -4.9% | 4,982 | $194K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -8.5% | 4,850 | $189K |
| Balentine LLC | 0.01% | New | 4,692 | $183K |
| Abich Financial Wealth Management LLC | 0.13% | Add +2638.9% | 4,437 | $173K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -26.4% | 4,291 | $167K |
| Colonial Trust Co / SC | 0.03% | Add +63.8% | 4,258 | $166K |
| TFC Financial Management, Inc. | 0.03% | Add +23.2% | 4,251 | $166K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +5101.3% | 4,005 | $156K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | Add +0.3% | 4,003 | $156K |
| Hexagon Capital Partners LLC | 0.03% | Add +4.6% | 3,920 | $153K |
| First Horizon Advisors, Inc. | 0.00% | Add +321.9% | 3,801 | $148K |
| Cutler Capital Management, LLC | 0.07% | No change | 3,779 | $147K |
| Realta Investment Advisors | 0.03% | Reduce -69.6% | 3,753 | $146K |
| UMB Bank, n.a. | 0.00% | Add +54.6% | 3,738 | $146K |
| Icon Wealth Advisors, LLC | 0.01% | New | 3,704 | $145K |
| Ogorek Anthony Joseph /NY/ | 0.05% | No change | 3,658 | $142K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +29.2% | 3,685 | $139K |
| WASHINGTON TRUST Co | 0.01% | No change | 3,514 | $137K |
| Guardian Wealth Management, Inc. | 0.11% | Reduce -37.1% | 3,500 | $137K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | Reduce -0.2% | 3,266 | $127K |
| Dunhill Financial, LLC | 0.09% | Add +2.4% | 3,262 | $127K |
| Key Financial Inc | 0.03% | Add +4.4% | 3,217 | $126K |
| IAG Wealth Partners, LLC | 0.03% | No change | 3,141 | $123K |
| Clear Point Advisors Inc. | 0.10% | No change | 3,124 | $122K |
| Investors Research Corp | 0.03% | Reduce -19.1% | 2,992 | $117K |
| Smartleaf Asset Management LLC | 0.02% | Add +7007.1% | 2,985 | $117K |
| Caldwell Trust Co | 0.01% | No change | 2,922 | $114K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +4.0% | 2,893 | $113K |
| EPG Wealth Management LLC | 0.03% | No change | 2,875 | $112K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -1.4% | 2,762 | $108K |
| Lowe Wealth Advisors, LLC | 0.05% | No change | 2,732 | $107K |
| Orion Capital Management LLC | 0.06% | No change | 2,671 | $104K |
| Beacon Capital Management, LLC | 0.02% | No change | 2,630 | $103K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 2,618 | $102K |
| Gradient Investments LLC | 0.00% | Add +80.5% | 2,419 | $94K |
| CENTRAL TRUST Co | 0.00% | No change | 2,318 | $90K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,273 | $89K |
| Glassman Wealth Services | 0.02% | No change | 2,240 | $87K |
| Howe & Rusling Inc. | 0.01% | Add +11.0% | 2,228 | $87K |
| Smithfield Trust Co | 0.00% | No change | 2,116 | $83K |
| Castleview Partners, LLC | 0.05% | Add +18.4% | 2,109 | $82K |
| Fairman Group, LLC | 0.08% | No change | 2,095 | $82K |
| Sugarloaf Wealth Management, LLC | 0.02% | No change | 2,017 | $79K |
| Avion Wealth | 0.02% | No change | 1,960 | $77K |
| Mma Asset Management LLC | 0.03% | New | 1,884 | $74K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,858 | $72K |
| Perritt Capital Management Inc | 0.04% | Add +8.7% | 1,764 | $69K |
| Raffa Wealth Management, LLC | 0.02% | No change | 1,757 | $69K |
| WealthCollab, LLC | 0.05% | No change | 1,751 | $68K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 1,674 | $65K |
| Lindbrook Capital, LLC | 0.01% | Reduce -1.9% | 1,655 | $65K |
| JDM Financial Group LLC | 0.05% | Add +156.3% | 1,640 | $64K |
| BlackRock Inc. | 0.00% | Add +12.2% | 1,601 | $62K |
| LifeSteps Financial, Inc. | 0.05% | New | 1,600 | $62K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +7.9% | 1,546 | $60K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 1,521 | $59K |
| EnRich Financial Partners LLC | 0.02% | New | 1,449 | $57K |
| Friedenthal Financial | 0.03% | Reduce -7.5% | 1,444 | $56K |
| West Financial Advisors, LLC | 0.01% | No change | 1,395 | $54K |
| Rothschild Investment LLC | 0.00% | Add +27.1% | 1,355 | $53K |
| Capital Analysts, LLC | 0.00% | New | 1,340 | $52K |
| Tucker Asset Management LLC | 0.01% | No change | 1,308 | $51K |
| Highline Wealth Partners LLC | 0.02% | No change | 1,297 | $51K |
| Tidemark, LLC | 0.03% | No change | 1,293 | $50K |
| Nemes Rush Group LLC | 0.01% | Add +107.2% | 1,202 | $47K |
| National Bank of Canada | 0.00% | Add +106.1% | 1,222 | $47K |
| MTM Investment Management, LLC | 0.02% | New | 1,126 | $44K |
| Caitlin John, LLC | 0.03% | Reduce -6.3% | 1,125 | $44K |
| TD Capital Management LLC | 0.00% | No change | 1,076 | $42K |
| Main Street Group, LTD | 0.02% | Reduce -7.9% | 1,046 | $41K |
| Jamison Private Wealth Management, Inc. | 0.01% | Reduce -7.9% | 985 | $38K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 953 | $37K |
| Clarkston Capital Partners, LLC | 0.00% | Reduce -36.4% | 905 | $35K |
| Laffer Tengler Investments, Inc. | 0.01% | New | 865 | $34K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -22.4% | 847 | $33K |
| Game Plan Financial Advisors, LLC | 0.02% | No change | 780 | $30K |
| FSA Wealth Management LLC | 0.01% | Add +299.5% | 759 | $30K |
| Bokf, NA | 0.00% | No change | 739 | $29K |
| American Capital Advisory, LLC | 0.02% | Reduce -1.7% | 793 | $28K |
| St Germain D J Co. Inc. | 0.00% | No change | 694 | $27K |
| Founders Financial Alliance, LLC | 0.01% | No change | 663 | $26K |
| Kozak & Associates, Inc. | 0.01% | No change | 628 | $25K |
| Wagner Wealth Management, LLC | 0.01% | Add +17.3% | 636 | $25K |
| Princeton Global Asset Management LLC | 0.01% | No change | 632 | $25K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +33.6% | 597 | $23K |
| Aspect Partners, LLC | 0.02% | No change | 569 | $22K |
| Financial Freedom, LLC | 0.01% | No change | 563 | $22K |
| Stephens Consulting, LLC | 0.01% | No change | 547 | $21K |
| Annapolis Financial Services, LLC | 0.01% | Reduce -91.3% | 534 | $21K |
| Element Wealth, LLC | 0.01% | No change | 489 | $19K |
| SJS Investment Consulting Inc. | 0.00% | Add +105.4% | 454 | $18K |
| Rise Advisors, LLC | 0.01% | No change | 450 | $18K |
| Sound Income Strategies, LLC | 0.00% | Reduce -83.3% | 446 | $17K |
| Raleigh Capital Management Inc. | 0.01% | New | 418 | $16K |
| Concord Wealth Partners | 0.00% | No change | 409 | $16K |
| First Pacific Financial | 0.00% | Add +33.3% | 408 | $16K |
| Quent Capital, LLC | 0.00% | Reduce -47.3% | 402 | $16K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 393 | $15K |
| Studio Investment Management LLC | 0.00% | New | 393 | $15K |
| Archer Investment Corp | 0.00% | Add +192.4% | 386 | $15K |
| Bray Capital Advisors | 0.00% | No change | 380 | $15K |
| Assetmark, Inc. | 0.00% | Reduce -55.3% | 371 | $14K |
| Tyler-Stone Wealth Management | 0.01% | No change | 367 | $14K |
| Vima LLC | 0.01% | Reduce -2.9% | 365 | $13K |
| CNB Bank | 0.01% | New | 319 | $12K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 311 | $12K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -40.7% | 323 | $12K |
| Dogwood Wealth Management LLC | 0.01% | No change | 300 | $12K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -0.7% | 296 | $12K |
| Colonial Trust Advisors | 0.00% | No change | 296 | $12K |
| Eagle Bay Advisors LLC | 0.01% | No change | 287 | $11K |
| Providence Capital Advisors, LLC | 0.00% | Add +12.9% | 280 | $11K |
| M&R Capital Management Inc. | 0.00% | Reduce -38.3% | 279 | $11K |
| JNBA Financial Advisors | 0.00% | Reduce -76.0% | 267 | $10K |
| First Command Advisory Services, Inc. | 0.00% | New | 267 | $10K |
| Coston, McIsaac & Partners | 0.00% | New | 264 | $10K |
| City State Bank | 0.00% | No change | 225 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 227 | $9K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 223 | $9K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 221 | $9K |
| Rice Partnership, LLC | 0.00% | New | 210 | $8K |
| Horrell Capital Management, Inc. | 0.00% | No change | 195 | $8K |
| FRG Family Wealth Advisors LLC | 0.00% | New | 210 | $8K |
| Missouri Trust & Investment Co | 0.00% | No change | 200 | $8K |
| Cambridge Trust Co. | 0.00% | New | 200 | $8K |
| Franklin Resources Inc. | 0.00% | No change | 200 | $8K |
| HighMark Wealth Management LLC | 0.00% | No change | 200 | $8K |
| Anfield Capital Management, LLC | 0.00% | New | 171 | $7K |
| Western Pacific Wealth Management, LP | 0.00% | Add +39.1% | 160 | $6K |
| Addison Advisors LLC | 0.00% | Reduce -65.4% | 150 | $6K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 134 | $5K |
| AlphaMark Advisors, LLC | 0.00% | No change | 123 | $5K |
| Atmos Advisory, LLC | 0.00% | No change | 113 | $4K |
| Gen-Wealth Partners Inc | 0.00% | — | 110 | $4K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -26.6% | 105 | $4K |
| Aberdeen Wealth Management LLC | 0.00% | No change | 100 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -44.8% | 95 | $4K |
| Independence Bank of Kentucky | 0.00% | No change | 87 | $3K |
| Blume Capital Management, Inc. | 0.00% | No change | 85 | $3K |
| Toth Financial Advisory Corp. | 0.00% | No change | 80 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -89.3% | 75 | $3K |
| West Branch Capital LLC | 0.00% | No change | 67 | $3K |
| Silicon Valley Capital Partners | 0.00% | New | 65 | $3K |
| Wiser Advisor Group LLC | 0.00% | Reduce -1.6% | 63 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 61 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 54 | $2K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -69.4% | 52 | $2K |
| Tompkins Financial Corp. | 0.00% | No change | 46 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 37 | $1K |
| Whittier Trust Co. | 0.00% | Reduce -89.2% | 36 | $1K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 35 | $1K |
| Global Trust Asset Management, LLC | 0.00% | No change | 33 | $1K |
| Godsey & Gibb, Inc. | 0.00% | New | 32 | $1K |
| Robinswood Financial LLC | 0.00% | No change | 27 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 24 | $936 |
| Highlander Capital Management, LLC | 0.00% | No change | 17 | $663 |
| Hollencrest Capital Management | 0.00% | No change | 15 | $585 |
| Salomon & Ludwin, LLC | 0.00% | No change | 8 | $312 |
| Mendota Financial Group, LLC | 0.00% | No change | 7 | $274 |
| NewSquare Capital LLC | 0.00% | Reduce -33.3% | 2 | $80 |
| Your Advocates Ltd., LLP | 0.00% | No change | 2 | $72 |
| Valley Wealth Managers, Inc. | 0.00% | New | 1 | $39 |
| NWK Group, Inc. | 0.00% | No change | 1 | $39 |
| Islay Capital Management, LLC | 0.00% | No change | 1 | $26 |
"% of holder's portfolio" is SCHF's weight in each manager's 13F, not the share of Schwab Intl Equity ETF the manager owns.