Schwab Intl Equity ETFSCHFETF
13F holders, Q2 2024 (June 30)1,128holders +14
74new positions
60sold out
4famous investors
$38.33avg. 13F price*
At the end of Q2 2024, 1,128 institutions reported holding Schwab Intl Equity ETF (SCHF) in their 13F filings, up 14 from Q1 2024. 74 opened new positions and 60 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($5.6B), Charles Schwab Investment Management Inc. ($4.5B) and Empower Advisory Group, LLC ($3.1B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $221.3M |
| Exits | 60 | $112.9M |
All 13F filers, Q1 2024 → Q2 2024: 123,555,405 shares bought and 10,297,901 shares sold, net +113,257,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,128 holders
| Northwestern Mutual Wealth Management Co. | 5.56% | Add +4.2% | 146,613,391 | $5.6B |
| Charles Schwab Investment Management Inc. | 0.86% | Add +206.3% | 118,007,425 | $4.5B |
| Empower Advisory Group, LLC | 11.41% | Add +0.8% | 79,973,277 | $3.1B |
| Financial Engines Advisors L.L.C. | 6.72% | Add +1.2% | 77,959,466 | $3.0B |
| Wealthfront Advisers LLC | 6.46% | Add +9.2% | 49,948,363 | $1.9B |
| Creative Planning | 0.87% | Reduce -2.2% | 21,171,199 | $813.4M |
| Betterment LLC | 1.27% | Reduce -3.1% | 12,716,823 | $488.6M |
| Jane Street Group, LLC | 0.52% | Add +5719.9% | 12,530,545 | $481.4M |
| Corient Private Wealth LP | 0.78% | Reduce -2.3% | 11,634,447 | $447.0M |
| HighTower Advisors, LLC | 0.59% | Add +25.2% | 9,852,124 | $378.5M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -3.5% | 6,830,533 | $262.4M |
| SCS Capital Management LLC | 4.70% | Reduce -1.7% | 5,845,067 | $224.6M |
| Mercer Global Advisors Inc. | 0.57% | Reduce -2.3% | 5,460,191 | $209.8M |
| Wealthspire Advisors, LLC | 2.42% | Add +0.1% | 4,914,050 | $188.8M |
| Morgan Stanley | 0.01% | Add +3.7% | 4,911,291 | $188.7M |
| Mariner, LLC | 0.34% | Reduce -4.7% | 4,557,019 | $175.1M |
| Steele Capital Management, Inc. | 9.14% | Add +0.3% | 4,242,473 | $163.8M |
| Wealth Enhancement Advisory Services, LLC | 0.38% | Add +3.4% | 4,148,418 | $159.4M |
| Orgel Wealth Management, LLC | 3.82% | Add +9.7% | 3,683,231 | $141.5M |
| Bessemer Group Inc. | 0.22% | Add +0.1% | 3,209,163 | $123.3M |
| McAdam, LLC | 7.36% | Add +6.2% | 3,182,748 | $122.3M |
| Cresset Asset Management, LLC | 0.50% | Add +0.9% | 3,045,666 | $118.1M |
| Avantax Planning Partners, Inc. | 3.77% | Add +8.6% | 3,050,881 | $117.2M |
| Prime Capital Investment Advisors, LLC | 1.68% | Reduce -23.9% | 2,953,468 | $113.5M |
| SageView Advisory Group, LLC | 7.03% | New | 2,936,510 | $112.8M |
| Rebalance, LLC | 9.00% | Add +4.7% | 2,911,341 | $111.9M |
| Brandywine Oak Private Wealth LLC | 11.28% | Add +1.0% | 2,852,825 | $109.6M |
| FMR LLC | 0.01% | Reduce -1.0% | 2,570,471 | $98.8M |
| Composition Wealth, LLC | 2.32% | Add +15.2% | 2,472,294 | $95.0M |
| LPL Financial LLC | 0.05% | Add +3.7% | 2,393,076 | $91.9M |
| Cerity Partners LLC | 0.24% | Add +3.0% | 2,269,792 | $87.2M |
| Bank of America Corp. | 0.01% | Add +8.1% | 2,176,089 | $83.6M |
| Truepoint, Inc. | 2.31% | Reduce -1.2% | 2,104,232 | $80.8M |
| Callan Capital, LLC | 6.47% | Add +0.4% | 2,046,552 | $78.6M |
| Fund Evaluation Group, LLC | 4.81% | Add +0.5% | 2,041,017 | $78.4M |
| Wells Fargo & Company | 0.02% | Add +1.6% | 2,027,501 | $77.9M |
| Gemmer Asset Management LLC | 8.29% | Add +2.9% | 2,016,446 | $77.5M |
| JMG Financial Group, Ltd. | 2.84% | Reduce -1.4% | 1,980,887 | $76.1M |
| Matrix Trust Co | 16.80% | Reduce -1.0% | 1,936,785 | $74.4M |
| Benjamin F. Edwards & Company, Inc. | 1.29% | Reduce -2.5% | 1,907,047 | $73.3M |
| UBS Group AG | 0.02% | Add +2.3% | 1,748,589 | $67.2M |
| Moneta Group Investment Advisors LLC | 1.06% | Add +0.2% | 1,727,299 | $66.4M |
| Choreo, LLC | 1.09% | Add +5.5% | 1,811,074 | $65.2M |
| Bluespring Wealth Management, LLC | 6.83% | Add +3.0% | 1,638,748 | $63.6M |
| Foster & Motley Inc. | 3.88% | Add +0.4% | 1,469,587 | $56.5M |
| Charles Schwab Trust Co | 5.08% | Add +1.4% | 1,429,587 | $54.9M |
| Forvis Mazars Wealth Advisors, LLC | 1.34% | Add +3.9% | 1,402,199 | $53.9M |
| United Capital Financial Advisors, LLC | 0.45% | Reduce -3.3% | 1,376,547 | $52.9M |
| Lake Street Advisors Group, LLC | 2.51% | Reduce -5.7% | 1,345,975 | $52.2M |
| Financial Consulate, Inc. | 14.84% | Add +1.6% | 1,317,602 | $50.6M |
| Jones Financial Companies LLLP | 0.05% | Add +26.7% | 1,236,947 | $47.5M |
| Bank of New York Mellon Corp | 0.01% | Add +1366.0% | 1,221,946 | $46.9M |
| MML Investors Services, LLC | 0.19% | Reduce -0.3% | 1,197,857 | $46.0M |
| Evergreen Advisors, LLC | 13.50% | Add +2.1% | 1,173,364 | $45.1M |
| Opus Capital Group, LLC | 6.08% | Add +1.9% | 1,110,681 | $42.7M |
| Osaic Holdings, Inc. | 0.10% | Reduce -2.6% | 1,049,387 | $40.3M |
| Riverpoint Wealth Management Holdings, LLC | 11.08% | Add +1.1% | 1,039,194 | $39.9M |
| Royal Bank of Canada | 0.01% | Add +8.1% | 1,028,559 | $39.5M |
| Visionary Wealth Advisors | 2.56% | Reduce -0.0% | 1,020,750 | $39.2M |
| Wooster Corthell Wealth Management, Inc. | 8.72% | Add +0.1% | 1,003,202 | $38.5M |
| Goelzer Investment Management, Inc. | 2.13% | Reduce -4.2% | 991,662 | $38.1M |
| Focus Partners Wealth | 0.13% | Add +757.9% | 965,300 | $37.1M |
| Cwm, LLC | 0.17% | Add +5.9% | 959,795 | $36.9M |
| Capital Advisors Inc. | 0.75% | Reduce -1.4% | 942,611 | $36.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -22.5% | 899,686 | $34.6M |
| Beacon Pointe Advisors, LLC | 0.40% | Add +4.0% | 885,685 | $34.0M |
| Pittenger & Anderson Inc. | 1.34% | Add +1.9% | 851,995 | $32.7M |
| Klingenstein Fields & Co. LP | 1.33% | Reduce -2.0% | 838,145 | $32.2M |
| Apriem Advisors | 3.76% | Reduce -3.1% | 798,902 | $30.7M |
| Act Wealth Management, LLC | 14.71% | Reduce -1.1% | 778,082 | $29.9M |
| Summit Asset Management, LLC | 3.52% | Add +5.9% | 775,126 | $29.8M |
| Leverty Financial Group, LLC | 17.59% | Add +2.3% | 773,867 | $29.7M |
| Bank of Montreal | 0.01% | Add +417.8% | 736,238 | $28.7M |
| Pacific Sage Partners, LLC | 7.01% | Add +3.7% | 736,382 | $28.3M |
| Benchmark Financial Wealth Advisors, LLC | 10.42% | Reduce -5.7% | 732,188 | $28.1M |
| Krilogy Financial LLC | 2.07% | Reduce -10.7% | 730,938 | $28.1M |
| Cetera Investment Advisers | 0.06% | Reduce -12.0% | 719,005 | $27.6M |
| Avantax Advisory Services, Inc. | 0.20% | Add +33.8% | 714,843 | $27.5M |
| TruNorth Capital Management, LLC | 8.88% | Add +2.7% | 712,669 | $27.4M |
| Ballast Advisors LLC | 8.19% | Add +2.3% | 671,975 | $25.8M |
| Valley National Advisers Inc. | 3.82% | Add +3.2% | 669,952 | $25.7M |
| HB Wealth Management, LLC | 0.29% | Reduce -4.0% | 642,486 | $24.7M |
| Avidian Wealth Enterprises, LLC | 1.19% | Add +22.1% | 640,640 | $24.6M |
| Pinkerton Wealth, LLC | 3.78% | Reduce -17.9% | 640,513 | $24.6M |
| MAI Capital Management | 0.24% | Add +1.1% | 627,413 | $24.1M |
| Courage Miller Partners, LLC | 8.65% | Reduce -0.3% | 626,129 | $24.1M |
| Northwest Investment Counselors, LLC | 5.94% | Add +0.2% | 617,876 | $23.7M |
| MorganRosel Wealth Management, LLC | 8.36% | Add +2.6% | 615,994 | $23.7M |
| Boltwood Capital Management | 7.24% | Reduce -0.3% | 603,372 | $23.2M |
| HHM Wealth Advisors, LLC | 3.46% | Add +3.7% | 598,837 | $23.0M |
| Perigon Wealth Management, LLC | 0.67% | Add +0.6% | 598,488 | $23.0M |
| BlueSky Wealth Advisors, LLC | 3.82% | New | 591,313 | $22.7M |
| GHP Investment Advisors, Inc. | 1.13% | Add +1.0% | 590,065 | $22.7M |
| Paradigm, Strategies in Wealth Management, LLC | 13.65% | Add +1.6% | 578,542 | $22.2M |
| Thrivent Financial for Lutherans | 0.04% | Add +18.5% | 576,466 | $22.1M |
| Leavell Investment Management, Inc. | 1.21% | Reduce -0.4% | 563,738 | $21.9M |
| Kavar Capital Partners Group, LLC | 3.91% | Add +0.9% | 564,965 | $21.7M |
| Riversedge Advisors, LLC | 5.28% | Reduce -1.2% | 564,040 | $21.7M |
| McIlrath & Eck, LLC | 3.17% | Add +17.1% | 554,995 | $21.3M |
| Summit Wealth & Retirement Planning, Inc. | 7.24% | Add +3.7% | 553,244 | $21.3M |
| Red Tortoise LLC | 11.20% | Add +5.3% | 534,736 | $20.5M |
| Koesten, Hirschmann & Crabtree, INC. | 13.13% | No change | 524,192 | $20.5M |
| Curi Capital, LLC | 0.49% | Add +0.8% | 531,684 | $20.4M |
| Red Cedar Investment Management, LLC | 2.75% | No change | 525,097 | $20.2M |
| Oarsman Capital, Inc. | 4.44% | Add +16.0% | 524,919 | $20.2M |
| Citizens Financial Group Inc. | 0.45% | Add +2799.3% | 518,833 | $20.1M |
| WealthShield Partners, LLC | 3.06% | Add +1.0% | 518,242 | $20.1M |
| Denver PWM, LLC | 7.97% | New | 520,038 | $20.0M |
| Bangor Savings Bank | 1.97% | Add +2.3% | 512,794 | $19.7M |
| WealthPLAN Partners, LLC | 2.09% | Add +5.0% | 506,096 | $19.4M |
| World Investment Advisors | 1.17% | Add +12.5% | 488,781 | $18.8M |
| VCI Wealth Management LLC | 9.14% | Add +42.0% | 481,323 | $18.5M |
| Savant Capital, LLC | 0.18% | Reduce -0.9% | 473,643 | $18.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +10.2% | 462,229 | $17.8M |
| Johnson Investment Counsel Inc. | 0.19% | Add +12.8% | 462,003 | $17.8M |
| Peapack Gladstone Financial Corp. | 0.27% | Add +0.6% | 454,675 | $17.5M |
| Buckingham Capital Management, Inc. | 2.07% | Add +0.5% | 450,577 | $17.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -59.8% | 442,242 | $17.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.36% | Add +2.6% | 440,702 | $16.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +4.4% | 437,492 | $16.8M |
| ZynergyRetirementPlanningLLC | 12.85% | — | 436,795 | $16.8M |
| Captrust Financial Advisors | 0.05% | New | 433,400 | $16.7M |
| RKL Wealth Management LLC | 1.60% | Reduce -2.3% | 433,266 | $16.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +0.4% | 428,787 | $16.5M |
| Appleton Partners Inc. | 1.27% | Reduce -0.7% | 428,412 | $16.5M |
| Fort Vancouver Investment Management, LLC | 15.62% | — | 423,541 | $16.3M |
| Berger Financial Group, Inc | 1.29% | Reduce -0.9% | 422,643 | $16.2M |
| Garde Capital, Inc. | 1.12% | Reduce -6.2% | 420,843 | $16.2M |
| Compound Planning, Inc. | 1.19% | Reduce -9.9% | 418,376 | $16.1M |
| Berkshire Asset Management LLC | 0.80% | Add +8.8% | 415,497 | $16.0M |
| Revolve Wealth Partners, LLC | 2.62% | Add +11.3% | 413,307 | $15.9M |
| Alliance Wealth Management Group | 4.51% | Reduce -1.1% | 411,435 | $15.8M |
| Towercrest Capital Management | 2.60% | Reduce -1.1% | 411,435 | $15.8M |
| North Star Asset Management Inc. | 0.74% | Reduce -3.9% | 405,898 | $15.6M |
| Northeast Financial Group, Inc. | 6.66% | Add +15.6% | 404,766 | $15.6M |
| Bush Investment Group, LLC | 13.34% | Add +0.8% | 404,374 | $15.5M |
| Naples Global Advisors, LLC | 1.55% | Add +5.5% | 399,443 | $15.5M |
| Financial Management Professionals, Inc. | 2.08% | Reduce -0.4% | 395,165 | $15.2M |
| Park Avenue Securities LLC | 0.19% | Add +11.6% | 394,861 | $15.2M |
| Bcwm, LLC | 5.43% | Add +0.0% | 392,586 | $15.1M |
| Sanctuary Advisors, LLC | 0.11% | — | 396,528 | $15.1M |
| Main Street Financial Solutions, LLC | 1.42% | Add +5.2% | 391,849 | $15.1M |
| Stokes Family Office, LLC | 1.76% | Add +6.9% | 391,170 | $15.0M |
| Curbstone Financial Management Corp | 3.24% | Add +0.4% | 388,813 | $14.9M |
| Planning Alternatives Ltd. | 2.38% | Reduce -0.6% | 381,877 | $14.7M |
| Broadleaf Partners, LLC | 3.54% | Add +0.3% | 380,443 | $14.6M |
| FLC Capital Advisors | 3.54% | Reduce -1.7% | 374,957 | $14.4M |
| Boyd Wealth Management, LLC | 7.91% | Add +15.7% | 373,287 | $14.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.42% | Add +9.5% | 364,936 | $14.0M |
| Legacy Private Trust Co. | 0.98% | Reduce -2.5% | 357,356 | $13.7M |
| Lido Advisors, LLC | 0.11% | Reduce -3.5% | 352,780 | $13.7M |
| Schwerin Boyle Capital Management Inc. | 1.42% | No change | 353,250 | $13.6M |
| Waverly Advisors, LLC | 0.26% | Add +4.1% | 347,231 | $13.3M |
| Guardian Financial Partners, LLC | 8.81% | Add +1.5% | 345,743 | $13.3M |
| Essex LLC | 2.97% | Add +1.3% | 345,156 | $13.3M |
| Myecfo, LLC | 7.52% | Reduce -2.8% | 339,300 | $13.0M |
| Bristlecone Advisors, LLC | 1.11% | Reduce -1.2% | 338,969 | $13.0M |
| WBH Advisory Inc. | 1.29% | Add +6.9% | 331,697 | $12.7M |
| Creative Financial Designs Inc. | 1.13% | Add +5.4% | 331,584 | $12.7M |
| Hanson & Doremus Investment Management | 2.13% | Reduce -0.3% | 330,714 | $12.7M |
| Marshall Financial Group Inc. | 4.10% | Add +0.1% | 328,909 | $12.6M |
| Wedmont Private Capital | 0.79% | Add +19.4% | 314,576 | $12.6M |
| Black Diamond Financial, LLC | 2.41% | Add +15.7% | 324,799 | $12.5M |
| Libra Wealth LLC | 5.39% | Reduce -0.4% | 323,935 | $12.4M |
| OneDigital Investment Advisors LLC | 0.15% | Reduce -20.2% | 317,965 | $12.2M |
| Buckingham Strategic Wealth, LLC | 0.12% | Reduce -1.8% | 311,574 | $12.0M |
| Blue Barn Wealth, LLC | 6.62% | Add +2.4% | 309,349 | $11.9M |
| CCG Wealth Management, LLC | 6.69% | Reduce -1.0% | 308,775 | $11.9M |
| Fort Point Capital Partners LLC | 1.49% | Reduce -0.2% | 302,420 | $11.6M |
| Kickstand Ventures, Llc. | 3.17% | New | 301,471 | $11.6M |
| Grey Ledge Advisors, LLC | 3.15% | Add +10.3% | 300,377 | $11.5M |
| AE Wealth Management LLC | 0.12% | Reduce -28.3% | 299,187 | $11.5M |
| Noble Family Wealth, LLC | 3.31% | Add +8.1% | 298,933 | $11.5M |
| HBK Sorce Advisory LLC | 0.40% | Reduce -2.4% | 296,469 | $11.4M |
| O'shaughnessy Asset Management, LLC | 0.12% | Add +179.3% | 290,994 | $11.2M |
| Armor Investment Advisors, LLC | 5.08% | Add +12.2% | 286,895 | $11.0M |
| US Bancorp \de | 0.01% | Reduce -2.4% | 286,576 | $11.0M |
| SWS Partners | 3.29% | Reduce -0.2% | 286,381 | $11.0M |
| Soltis Investment Advisors LLC | 1.15% | Add +15.8% | 281,964 | $10.8M |
| Bogart Wealth, LLC | 0.55% | Reduce -5.7% | 279,928 | $10.8M |
| Raymond James & Associates | 0.01% | Reduce -1.2% | 279,415 | $10.7M |
| Cranbrook Wealth Management, LLC | 2.62% | Reduce -3.0% | 277,286 | $10.7M |
| Patriot Investment Management Group, Inc. | 0.83% | Reduce -1.5% | 276,549 | $10.6M |
| Atria Investments, Inc | 0.14% | Reduce -1.1% | 275,094 | $10.6M |
| Brand Asset Management Group, Inc. | 4.42% | Add +0.4% | 272,290 | $10.5M |
| Rosenberg Matthew Hamilton | 3.08% | Add +7.1% | 271,658 | $10.4M |
| Sightline Wealth Advisors, LLC | 6.36% | Add +1.6% | 266,085 | $10.2M |
| Brightwater Advisory LLC | 7.84% | Add +5.3% | 264,143 | $10.1M |
| Arbor Trust Wealth Advisors, LLC | 5.25% | Add +8.3% | 257,716 | $10.0M |
| Operose Advisors LLC | 3.54% | Add +14.3% | 260,129 | $10.0M |
| Cornerstone Wealth Advisors, Inc. | 2.99% | Reduce -0.4% | 260,007 | $10.0M |
| Christensen, King & Associates Investment Services, Inc. | 4.84% | Add +3.5% | 255,581 | $9.8M |
| Intergy Private Wealth, LLC | 4.04% | Add +2.0% | 255,012 | $9.8M |
| Holistic Financial Partners | 4.89% | Reduce -7.4% | 253,432 | $9.7M |
| Invst, LLC | 1.06% | Reduce -11.8% | 250,871 | $9.6M |
| Tradition Wealth Management, LLC | 0.93% | Add +36.6% | 250,894 | $9.6M |
| Seneca Financial Advisors LLC | 4.99% | Add +12.3% | 250,500 | $9.6M |
| Bell Investment Advisors, Inc | 1.88% | Reduce -1.0% | 249,661 | $9.6M |
| Gradient Capital Advisors, LLC | 3.37% | Reduce -4.6% | 245,528 | $9.4M |
| Creekside Partners | 5.19% | — | 244,087 | $9.4M |
| Hill Island Financial LLC | 3.07% | Reduce -3.2% | 244,062 | $9.4M |
| Almanack Investment Partners, LLC. | 1.56% | Add +3.3% | 241,367 | $9.3M |
| Nicholas Hoffman & Company, LLC. | 0.43% | Add +0.0% | 241,042 | $9.3M |
| Great Valley Advisor Group, Inc. | 0.26% | Add +17.6% | 240,492 | $9.2M |
| Signet Investment Advisory Group, Inc. | 4.92% | Add +1.2% | 238,725 | $9.2M |
| TPG Advisors LLC | 7.70% | — | 235,396 | $9.0M |
| Vision Capital Management, Inc. | 1.33% | Reduce -0.3% | 232,357 | $8.9M |
| Voisard Asset Management Group, Inc. | 4.32% | Add +3.9% | 230,204 | $8.8M |
| Rwa Wealth Partners, LLC | 0.12% | Reduce -1.9% | 228,841 | $8.8M |
| Focus Financial Network, Inc. | 0.37% | Add +2.6% | 216,301 | $8.6M |
| Gleason Group, Inc. | 1.74% | Add +0.3% | 222,839 | $8.6M |
| Debussy Capital Management LP | 2.41% | Add +2.2% | 220,012 | $8.5M |
| Capital Investment Counsel, LLC | 1.65% | Add +6.3% | 219,064 | $8.4M |
| Powers Advisory Group, LLC | 4.56% | Add +11.7% | 217,407 | $8.4M |
| Hoylecohen, LLC | 0.63% | Reduce -1.9% | 216,126 | $8.3M |
| McKinley Carter Wealth Services, Inc. | 0.53% | Reduce -2.7% | 215,786 | $8.3M |
| FSM Wealth Advisors, LLC | 2.75% | Add +14.3% | 213,507 | $8.2M |
| EWG Elevate Inc. | 2.99% | Reduce -0.8% | 213,325 | $8.2M |
| Pallas Capital Advisors LLC | 0.37% | Add +6.6% | 207,969 | $8.2M |
| Dynamic Advisor Solutions LLC | 0.25% | Add +15.7% | 209,819 | $8.1M |
| Kestra Advisory Services, LLC | 0.05% | Add +117.8% | 229,713 | $8.1M |
| Compass Advisory Group LLC | 3.57% | Reduce -1.3% | 207,409 | $8.0M |
| Kelman-Lazarov, Inc. | 1.49% | Reduce -4.1% | 207,638 | $8.0M |
| Zhang Financial LLC | 0.56% | Add +7.0% | 207,260 | $8.0M |
| SVB Wealth LLC | 0.20% | Reduce -56.4% | 207,136 | $8.0M |
| Bank Hapoalim BM | 1.17% | New | 206,000 | $7.9M |
| Certified Advisory Corp | 0.99% | Add +3.5% | 205,814 | $7.9M |
| Lodestar Private Asset Management LLC | 1.08% | Reduce -0.4% | 204,787 | $7.9M |
| Quadrant Capital Group LLC | 0.58% | Add +1.7% | 204,608 | $7.9M |
| Jacobsen Capital Management | 3.44% | Add +0.0% | 200,629 | $7.7M |
| BCK Partners, Inc. | 3.93% | Add +0.7% | 197,846 | $7.6M |
| Mission Wealth Management, LP | 0.21% | Reduce -9.6% | 197,061 | $7.6M |
| JFS Wealth Advisors, LLC | 0.59% | Reduce -5.4% | 195,305 | $7.5M |
| Exencial Wealth Advisors, LLC | 0.28% | Reduce -11.5% | 194,999 | $7.5M |
| Chesapeake Wealth Management | 2.70% | Add +0.4% | 194,111 | $7.5M |
| James J. Burns & Company, LLC | 1.46% | Add +56.8% | 192,948 | $7.4M |
| CX Institutional | 0.35% | Add +0.1% | 192,076 | $7.4M |
| Athena Investment Management | 4.39% | Reduce -0.6% | 188,384 | $7.2M |
| Kathmere Capital Management, LLC | 0.76% | Reduce -1.1% | 187,526 | $7.2M |
| Power Wealth Management LLC | 3.43% | Add +127.1% | 186,815 | $7.2M |
| Blue Square Asset Management, LLC | 4.11% | Reduce -9.5% | 183,365 | $7.0M |
| Trinity Financial Advisors LLC | 3.13% | Add +1.6% | 180,214 | $7.0M |
| Stratos Wealth Advisors, LLC | 0.34% | Reduce -1.3% | 179,845 | $6.9M |
| FFT Wealth Management LLC | 0.61% | Add +2.7% | 179,536 | $6.9M |
| Bartlett & Co. Wealth Management LLC | 0.10% | Add +0.1% | 177,600 | $6.9M |
| White Pine Investment CO | 2.02% | Add +1.1% | 178,853 | $6.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.94% | Reduce -6.8% | 177,739 | $6.8M |
| Ascension Capital Advisors, Inc. | 3.62% | Add +14.0% | 177,206 | $6.8M |
| Allworth Financial LP | 0.04% | Add +2.5% | 171,447 | $6.7M |
| Wealth Architects, LLC | 0.82% | Reduce -0.2% | 174,059 | $6.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.20% | Add +0.3% | 172,506 | $6.6M |
| SigFig Wealth Management, LLC | 0.25% | Add +8.5% | 227,091 | $6.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +17.4% | 170,270 | $6.5M |
| Elgethun Capital Management | 1.64% | Add +18.4% | 169,101 | $6.5M |
| Rockbridge Investment Management, LCC | 0.91% | Reduce -0.7% | 166,488 | $6.4M |
| Hengehold Capital Management LLC | 0.66% | Add +0.5% | 164,799 | $6.3M |
| BOK Financial Private Wealth, Inc. | 0.46% | Reduce -0.0% | 162,874 | $6.3M |
| Capital Advantage, Inc. | 1.29% | Add +99.1% | 160,503 | $6.3M |
| First National Corp. /Ma/ | 1.46% | Reduce -26.6% | 159,212 | $6.1M |
| Kohmann Bosshard Financial Services, LLC | 0.82% | Reduce -3.1% | 158,770 | $6.1M |
| Chilton Capital Management LLC | 0.27% | Reduce -1.3% | 157,589 | $6.1M |
| Bailard, Inc. | 0.17% | Reduce -0.9% | 157,200 | $6.0M |
| Firestone Capital Management | 1.65% | Reduce -3.6% | 157,184 | $6.0M |
| Robbins Farley | 3.17% | Reduce -8.5% | 155,160 | $6.0M |
| Roberts Wealth Advisors, LLC | 2.03% | Add +8.5% | 152,589 | $5.9M |
| Summit Financial Strategies, Inc. | 0.73% | Add +0.8% | 152,735 | $5.9M |
| Newman Dignan & Sheerar, Inc. | 1.50% | Add +1.5% | 151,715 | $5.8M |
| NewEdge Advisors, LLC | 0.04% | Add +36.7% | 150,871 | $5.8M |
| Parallel Advisors, LLC | 0.15% | Add +4.0% | 150,798 | $5.8M |
| Schwallier Wealth Management LLC | 4.69% | Reduce -5.0% | 150,327 | $5.8M |
| Brooklyn FI, LLC | 2.25% | Add +23.4% | 150,051 | $5.8M |
| Weinberger Asset Management, Inc | 2.71% | Add +0.4% | 149,841 | $5.8M |
| Chicago Partners Investment Group LLC | 0.22% | Add +9.2% | 147,651 | $5.8M |
| Thrive Wealth Management, LLC | 1.12% | Add +4.4% | 149,077 | $5.7M |
| Spectrum Asset Management, Inc. (NB/CA) | 2.65% | Add +0.5% | 147,503 | $5.7M |
| Leeward Financial Partners, LLC | 2.30% | Add +2.9% | 147,257 | $5.7M |
| Pacific Capital Wealth Advisors, Inc. | 1.03% | Reduce -0.2% | 146,743 | $5.6M |
| Valmark Advisers, Inc. | 0.10% | Add +4.1% | 146,161 | $5.6M |
| Clearstead Advisors, LLC | 0.10% | Add +1927.4% | 145,019 | $5.6M |
| RHS Financial, LLC | 3.39% | Reduce -3.3% | 144,112 | $5.5M |
| Destination Wealth Management | 0.18% | Reduce -10.2% | 142,240 | $5.5M |
| Bishop & Co Investment Management, LLC | 3.27% | Reduce -2.0% | 140,430 | $5.4M |
| EP Wealth Advisors, LLC | 0.06% | Add +6.7% | 139,517 | $5.4M |
| Cornerstone Advisors Asset Management, LLC | 1.51% | Reduce -0.2% | 138,789 | $5.3M |
| Abbrea Capital, LLC | 0.71% | Add +0.1% | 137,430 | $5.3M |
| Modera Wealth Management, LLC | 0.08% | Reduce -1.1% | 138,423 | $5.3M |
| CRA Financial Services, LLC | 1.07% | Reduce -1.6% | 137,786 | $5.3M |
| Wealth Management Resources, Inc. | 2.26% | Add +11.1% | 136,967 | $5.3M |
| Wade Financial Advisory, Inc | 1.86% | Reduce -1.2% | 134,381 | $5.2M |
| Armbruster Capital Management, Inc. | 1.07% | Reduce -1.4% | 133,899 | $5.1M |
| Valley Forge Investment Consultants Inc. Adv | 1.94% | Add +18.7% | 133,660 | $5.1M |
| Gill Capital Partners, LLC | 1.97% | Add +4.1% | 132,702 | $5.1M |
| Private Advisor Group, LLC | 0.03% | Add +0.8% | 132,583 | $5.1M |
| Stonekeep Investments, LLC | 4.11% | — | 131,804 | $5.1M |
| Waterford Advisors, LLC | 2.12% | Reduce -0.1% | 131,486 | $5.1M |
| Davis R M Inc. | 0.10% | Reduce -0.1% | 129,347 | $5.0M |
| Davis Capital Management | 4.20% | Add +3.5% | 125,728 | $4.8M |
| Northwest Capital Management Inc | 1.76% | Reduce -28.0% | 125,408 | $4.8M |
| Leisure Capital Management | 2.21% | Reduce -0.2% | 123,623 | $4.7M |
| Breakwater Investment Management | 2.12% | Reduce -0.4% | 123,559 | $4.7M |
| CW Advisors, LLC | 0.08% | Reduce -3.0% | 123,002 | $4.7M |
| Reston Wealth Management LLC | 1.82% | Reduce -2.9% | 118,574 | $4.6M |
| Kathleen S. Wright Associates Inc. | 2.06% | Add +3.4% | 116,586 | $4.5M |
| Mutual Advisors, LLC | 0.13% | Reduce -2.1% | 114,268 | $4.4M |
| Bond & Devick Financial Network, Inc. | 2.37% | Add +1.0% | 115,269 | $4.4M |
| Five Oceans Advisors | 2.31% | Reduce 0.0% | 114,851 | $4.4M |
| Triad Wealth Partners, LLC | 2.29% | Add +29.3% | 113,719 | $4.4M |
| Pitcairn Co. | 0.27% | No change | 113,175 | $4.3M |
| Alpha Omega Wealth Management LLC | 0.83% | Add +1.1% | 112,421 | $4.3M |
| Acropolis Investment Management, LLC | 0.27% | Reduce -2.1% | 112,069 | $4.3M |
| NBT Bank, N.A. | 0.31% | Reduce -0.8% | 111,701 | $4.3M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +9.5% | 110,144 | $4.2M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -64.7% | 109,096 | $4.2M |
| Mill Creek Capital Advisors, LLC | 0.11% | Reduce 0.0% | 108,637 | $4.2M |
| Carmichael Hill & Associates, Inc. | 1.68% | Add +5.1% | 107,664 | $4.1M |
| Upper Left Wealth Management, LLC | 3.74% | Add +8.4% | 107,426 | $4.1M |
| CGN Advisors LLC | 0.48% | Add +5.9% | 107,312 | $4.1M |
| Fortis Capital Management LLC | 0.87% | Add +3.0% | 106,551 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Add +13.3% | 105,469 | $4.1M |
| Orcam Financial Group | 4.35% | Reduce -2.2% | 105,467 | $4.1M |
| Advisors Capital Management, LLC | 0.07% | Reduce -16.0% | 105,412 | $4.0M |
| Retirement Planning Group, LLC | 0.25% | Reduce -30.7% | 103,800 | $4.0M |
| Strategic Financial Planning, Inc. | 2.82% | Reduce -7.3% | 101,858 | $3.9M |
| Independent Solutions Wealth Management, LLC | 0.89% | Reduce -0.1% | 101,472 | $3.9M |
| Koshinski Asset Management, Inc. | 0.36% | Reduce -14.1% | 98,892 | $3.9M |
| AQR Capital Management | 0.01% | Add +563.2% | 99,885 | $3.8M |
| Barden Capital Management, Inc. | 3.61% | Add +2.2% | 99,695 | $3.8M |
| Quantum Capital Management, LLC / NJ | 0.43% | Reduce -2.1% | 99,179 | $3.8M |
| Cambridge Financial Group, LLC | 1.72% | Add +2.4% | 97,725 | $3.8M |
| LifePlan Investment Advisors, Inc. | 2.68% | Add +3.5% | 96,699 | $3.7M |
| Avalon Advisory Group | 1.77% | Reduce -0.2% | 96,614 | $3.7M |
| Von Berge Wealth Management Group, LLC | 2.33% | Add +0.7% | 95,411 | $3.7M |
| Curtis Advisory Group, LLC | 1.29% | Add +1.6% | 95,250 | $3.7M |
| Milestone Investment Advisors LLC | 0.97% | Reduce -0.1% | 95,118 | $3.7M |
| Old National Bancorp | 0.09% | Add +0.1% | 94,420 | $3.6M |
| SeaCrest Wealth Management, LLC | 0.41% | Reduce -7.8% | 93,240 | $3.6M |
| Farther Finance Advisors, LLC | 0.17% | Reduce -4.0% | 92,495 | $3.6M |
| Dakota Wealth Management | 0.08% | Reduce -1.8% | 91,923 | $3.5M |
| Warner Financial, Inc. | 1.72% | Add +0.1% | 91,890 | $3.5M |
| AdvisorNet Financial, Inc | 0.32% | Add +8.7% | 90,955 | $3.5M |
| CVA Family Office, LLC | 0.63% | Reduce -0.1% | 90,509 | $3.5M |
| Salem Investment Counselors Inc. | 0.11% | Reduce -6.7% | 90,367 | $3.5M |
| RFG Advisory, LLC | 0.11% | Add +8.8% | 90,428 | $3.5M |
| Texas Yale Capital Corp. | 0.16% | Reduce -11.2% | 89,560 | $3.4M |
| Ancora Advisors LLC | 0.09% | Reduce -2.1% | 89,522 | $3.4M |
| Signaturefd, LLC | 0.07% | Reduce -1.0% | 89,245 | $3.4M |
| Pure Financial Advisors, LLC | 0.09% | Add +0.6% | 88,439 | $3.4M |
| Blair William & Co. | 0.01% | Add +1.0% | 88,288 | $3.4M |
| Argent Trust Co | 0.15% | Reduce -1.6% | 88,196 | $3.4M |
| Cherry Tree Wealth Management, LLC | 0.85% | Add +2.4% | 88,111 | $3.4M |
| Beacon Wealthcare LLC | 1.46% | Add +0.5% | 87,334 | $3.4M |
| Peak Financial Management, Inc. | 1.05% | Reduce -0.6% | 87,257 | $3.4M |
| Owen LaRue, LLC | 2.06% | Reduce -15.3% | 86,515 | $3.3M |
| Woodmont Investment Counsel LLC | 0.27% | Reduce -0.7% | 86,459 | $3.3M |
| Evergreen Capital Management LLC | 0.12% | Reduce -5.4% | 85,367 | $3.3M |
| Veridan Wealth LLC | 1.32% | — | 149,359 | $3.3M |
| Northern Trust Corp. | 0.00% | Add +65.8% | 85,311 | $3.3M |
| Plum Street Advisors, LLC | 1.90% | Reduce -0.7% | 84,819 | $3.3M |
| JPL Wealth Management, LLC | 1.58% | Add +3.2% | 83,848 | $3.2M |
| Aire Advisors, LLC | 0.73% | Reduce -6.6% | 83,534 | $3.2M |
| Tortoise Investment Management, LLC | 0.37% | Reduce -2.6% | 83,337 | $3.2M |
| Avior Wealth Management, LLC | 0.14% | Reduce -4.7% | 83,237 | $3.2M |
| Cambridge Capital Management, LLC | 2.36% | Add +4.3% | 83,150 | $3.2M |
| Carolina Wealth Advisors, LLC | 1.56% | Add +7.9% | 82,937 | $3.2M |
| Foster Group, Inc. | 0.12% | Add +3.4% | 82,231 | $3.2M |
| Valicenti Advisory Services Inc. | 0.84% | Add +4.8% | 81,559 | $3.1M |
| Ironwood Wealth Management, LLC. | 1.02% | Reduce -10.7% | 81,295 | $3.1M |
| Condor Capital Management | 0.30% | Reduce -1.9% | 80,956 | $3.1M |
| Global Strategic Investment Solutions, LLC | 0.37% | No change | 80,742 | $3.1M |
| Brighton Jones LLC | 0.10% | Add +51.8% | 79,747 | $3.1M |
| Allen Capital Group, LLC | 0.43% | Add +22.7% | 79,368 | $3.0M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +1.2% | 79,135 | $3.0M |
| Axiom Advisory, LLC | 0.03% | New | 78,515 | $3.0M |
| Cahill Financial Advisors Inc. | 0.41% | Reduce -3.4% | 78,557 | $3.0M |
| Liberty Capital Management, Inc. | 0.71% | Add +29.9% | 77,681 | $3.0M |
| Pioneer Wealth Management Group | 1.58% | Reduce -2.9% | 77,514 | $3.0M |
| Tempus Wealth Planning, LLC | 1.24% | Add +0.3% | 77,487 | $3.0M |
| ProVise Management Group, LLC | 0.25% | Reduce -14.8% | 77,072 | $3.0M |
| Carrera Capital Advisors | 0.96% | — | 76,116 | $3.0M |
| 1900 Wealth Management LLC | 0.28% | Reduce -0.3% | 76,716 | $2.9M |
| Diversified, LLC | 0.34% | New | 75,790 | $2.9M |
| IHT Wealth Management, LLC | 0.11% | Add +31.2% | 75,417 | $2.9M |
| PrairieView Partners, LLC | 0.33% | Reduce -2.9% | 75,361 | $2.9M |
| Evensky & Katz LLC | 0.20% | Add +0.4% | 74,309 | $2.9M |
| Westover Capital Advisors, LLC | 0.73% | Reduce -3.1% | 73,990 | $2.8M |
| CAP Partners, LLC | 2.31% | Add +5.6% | 73,849 | $2.8M |
| Motive Wealth Advisors | 1.70% | No change | 73,460 | $2.8M |
| DHJJ Financial Advisors, Ltd. | 1.19% | Add +5.2% | 73,126 | $2.8M |
| FinDec Wealth Services, Inc. | 1.77% | Reduce -3.7% | 72,931 | $2.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.41% | Reduce -1.1% | 71,641 | $2.8M |
| Waypoint Capital Advisors, LLC | 0.69% | Reduce -39.0% | 71,553 | $2.7M |
| Long Island Wealth Management, Inc. | 1.93% | Add +0.2% | 71,108 | $2.7M |
| American Financial Advisors, LLC | 0.39% | Reduce -3.9% | 70,529 | $2.7M |
| Wealthspire Retirement, LLC | 0.22% | Reduce -9.0% | 69,763 | $2.7M |
| Cape Investment Advisory, Inc. | 1.20% | Add +0.2% | 69,656 | $2.7M |
| Port Capital LLC | 0.13% | No change | 69,600 | $2.7M |
| Arcataur Capital Management LLC | 0.94% | Add +0.1% | 68,869 | $2.6M |
| Embree Financial Group | 0.51% | Reduce -2.9% | 68,719 | $2.6M |
| Facet Wealth, Inc. | 0.08% | Add +18.4% | 67,713 | $2.6M |
| Elm Partners Management LLC | 0.20% | Add +2.1% | 68,529 | $2.6M |
| DRW Securities, LLC | 0.16% | Reduce -49.4% | 68,383 | $2.6M |
| MIdWestOne Financial Group, Inc. | 0.47% | Reduce -5.7% | 68,314 | $2.6M |
| Caprock Group, LLC | 0.11% | Add +27.1% | 67,632 | $2.6M |
| Freestone Capital Holdings, LLC | 0.09% | Add +2.1% | 67,894 | $2.6M |
| Vantage Financial Partners, LLC | 0.67% | Add +1.7% | 66,911 | $2.6M |
| Nelson Capital Management, LLC | 0.45% | Reduce -4.4% | 66,682 | $2.6M |
| Howard Financial Services, LTD. | 0.42% | Reduce -0.7% | 66,156 | $2.5M |
| Sand Hill Global Advisors, LLC | 0.11% | No change | 65,143 | $2.5M |
| D.B. Root & Company, LLC | 0.85% | Add +4.4% | 64,897 | $2.5M |
| Bleakley Financial Group, LLC | 0.07% | Add +5.6% | 64,286 | $2.5M |
| Simplicity Wealth,LLC | 0.06% | Add +5.6% | 64,286 | $2.5M |
| Clearview Wealth Advisors LLC | 2.15% | New | 64,236 | $2.5M |
| Schneider Downs Wealth Management Advisors, LP | 0.55% | Reduce -1.6% | 63,847 | $2.5M |
| Omega Financial Group, LLC | 0.99% | Reduce -1.7% | 63,783 | $2.5M |
| Sheets Smith Wealth Management | 0.29% | Add +1.1% | 62,282 | $2.4M |
| Certuity, LLC | 0.19% | Reduce -17.5% | 61,850 | $2.4M |
| MADDEN SECURITIES Corp | 1.04% | Add +4.4% | 60,925 | $2.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.28% | Reduce -1.9% | 60,435 | $2.3M |
| TAP Consulting, LLC | 0.48% | Reduce -5.7% | 59,800 | $2.3M |
| Seaside Wealth Management, Inc. | 0.94% | Add +7.5% | 59,286 | $2.3M |
| AllSquare Wealth Management LLC | 1.36% | Reduce -1.7% | 58,813 | $2.3M |
| Townsquare Capital LLC | 0.03% | Reduce -4.9% | 58,609 | $2.3M |
| Johnson Bixby & Associates, LLC | 0.38% | Reduce -6.0% | 58,481 | $2.2M |
| Kades & Cheifetz LLC | 1.41% | Reduce -9.0% | 58,453 | $2.2M |
| Pinnacle Financial Partners Inc | 0.05% | No change | 57,398 | $2.2M |
| Arvest Investments, Inc. | 0.35% | Reduce -0.7% | 57,014 | $2.2M |
| Elser Financial Planning, Inc | 0.37% | — | 56,947 | $2.2M |
| Marquette Asset Management, LLC | 0.37% | Reduce -0.3% | 56,355 | $2.2M |
| LGL Partners, LLC | 0.32% | Add +0.0% | 56,176 | $2.2M |
| VERITY Wealth Advisors | 1.60% | Reduce -3.0% | 55,490 | $2.1M |
| HRT Financial LP | 0.01% | Add +132.7% | 55,258 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +21.6% | 55,157 | $2.1M |
| BSW Wealth Partners | 0.35% | Reduce -25.0% | 55,044 | $2.1M |
| Global Financial Private Client, LLC | 0.88% | Reduce -0.4% | 55,016 | $2.1M |
| Lion Street Advisors, LLC | 0.78% | Reduce -24.2% | 54,812 | $2.1M |
| LVW Advisors, LLC | 0.31% | Add +6.8% | 54,688 | $2.1M |
| Roundview Capital LLC | 0.16% | Reduce -1.0% | 54,399 | $2.1M |
| Arcadia Investment Advisors LLC | 1.18% | Reduce -4.1% | 54,150 | $2.1M |
| Burkett Financial Services, LLC | 1.06% | Reduce -1.4% | 53,526 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.7% | 53,367 | $2.1M |
| Tenret Co LLC | 1.41% | No change | 53,171 | $2.0M |
| Savvy Advisors, Inc. | 0.67% | Add +4.8% | 53,114 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +7.7% | 52,939 | $2.0M |
| Ahl Investment Management, Inc. | 1.49% | Reduce -0.4% | 52,936 | $2.0M |
| Garrison Asset Management, LLC | 1.06% | Reduce -0.5% | 52,611 | $2.0M |
| Ami Investment Management Inc. | 0.70% | Reduce -1.0% | 52,102 | $2.0M |
| Whitcomb & Hess, Inc. | 0.62% | No change | 51,550 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -14.8% | 51,212 | $2.0M |
| Jackson Creek Investment Advisors LLC | 0.71% | Reduce -1.1% | 50,392 | $1.9M |
| Global Retirement Partners, LLC | 0.06% | Reduce -0.9% | 50,246 | $1.9M |
| IFP Advisors, Inc | 0.08% | Add +20.1% | 50,087 | $1.9M |
| St. Louis Trust Co | 0.29% | No change | 48,824 | $1.9M |
| Roble, Belko & Company, Inc | 0.31% | Reduce -4.2% | 48,259 | $1.9M |
| Blossom Wealth Management | 4.02% | Add +6.8% | 48,095 | $1.8M |
| S&co Inc. | 0.13% | New | 48,079 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.11% | Add +1.0% | 47,959 | $1.8M |
| Affinity Capital Advisors, LLC | 0.39% | Reduce -11.8% | 47,932 | $1.8M |
| Clearwater Capital Advisors, LLC | 0.19% | Reduce -0.1% | 47,564 | $1.8M |
| Johnson Financial Group, LLC | 0.24% | Reduce -13.8% | 46,834 | $1.8M |
| Passive Capital Management, LLC. | 0.67% | Reduce -0.2% | 46,784 | $1.8M |
| West Paces Advisors Inc. | 0.47% | No change | 46,750 | $1.8M |
| Harbour Investments, Inc. | 0.06% | Reduce -8.3% | 46,707 | $1.8M |
| Grant Street Asset Management, Inc. | 0.56% | Add +3.0% | 46,407 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +2.7% | 46,166 | $1.8M |
| Lee Financial Co | 0.29% | Add +10.6% | 45,843 | $1.8M |
| Intelligence Driven Advisers, LLC | 0.25% | Add +0.2% | 45,763 | $1.8M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -0.4% | 45,555 | $1.8M |
| One Capital Management, LLC | 0.06% | Add +16.3% | 45,526 | $1.7M |
| Blueprint Investment Partners LLC | 0.38% | Reduce -2.6% | 45,379 | $1.7M |
| Capital Advisors, Ltd. LLC | 0.23% | Reduce -0.2% | 45,285 | $1.7M |
| RE Dickinson Investment Advisors, LLC | 1.06% | Reduce -15.1% | 45,268 | $1.7M |
| Strategic Family Wealth Counselors, L.L.C. | 0.66% | No change | 45,258 | $1.7M |
| Horan Capital Advisors, LLC. | 0.61% | Add +1.8% | 45,234 | $1.7M |
| Fiduciary Trust Co | 0.03% | No change | 44,502 | $1.7M |
| Sunburst Financial Group, LLC | 0.46% | Reduce -5.7% | 44,421 | $1.7M |
| Vise Technologies, Inc. | 0.30% | Add +56.0% | 44,348 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -7.3% | 43,819 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -7.3% | 43,819 | $1.7M |
| Stewardship Advisors, LLC | 0.55% | Reduce -0.3% | 43,460 | $1.7M |
| Awm Capital, LLC | 0.25% | No change | 43,276 | $1.7M |
| Cambridge Advisors Inc. | 0.38% | Add +5.4% | 43,017 | $1.7M |
| Csenge Advisory Group | 0.09% | Reduce -0.3% | 43,013 | $1.7M |
| Country Club Bank | 0.11% | Add +108.7% | 42,784 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.26% | Add +3.3% | 42,338 | $1.6M |
| Traction Financial Partners, LLC | 1.15% | Add +0.0% | 40,262 | $1.6M |
| Econ Financial Services Corp | 0.97% | Add +1.6% | 40,665 | $1.6M |
| Altfest L J & Co. Inc. | 0.21% | Add +5.1% | 40,547 | $1.6M |
| FAS Wealth Partners, Inc. | 0.13% | Add +3.3% | 40,501 | $1.6M |
| Keel Point, LLC | 0.14% | Reduce -18.5% | 40,112 | $1.6M |
| Ellevest, Inc. | 0.09% | Add +2.6% | 39,896 | $1.5M |
| Wrenne Financial Planning LLC | 1.04% | Add +74.5% | 39,421 | $1.5M |
| Aspen Investment Management Inc | 0.75% | Add +0.2% | 39,040 | $1.5M |
| Oak Family Advisors, LLC | 0.57% | Add +4.7% | 38,963 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.16% | Reduce -47.9% | 38,784 | $1.5M |
| Diversified Investment Strategies, LLC | 1.04% | Add +3.2% | 38,784 | $1.5M |
| Kearns & Associates LLC | 1.11% | Add +2.1% | 38,764 | $1.5M |
| Capital Square, LLC | 0.97% | Add +1.2% | 37,615 | $1.5M |
| KMG Fiduciary Partners, LLC | 0.15% | No change | 38,461 | $1.5M |
| Private Capital Management, LLC | 0.17% | Reduce -0.9% | 38,272 | $1.5M |
| Beacon Bridge Wealth Partners, LLC | 0.67% | Add +16.6% | 38,236 | $1.5M |
| C M Bidwell & Associates Ltd. | 0.97% | Reduce -0.1% | 37,585 | $1.4M |
| Cassady Schiller Wealth Management, LLC | 0.59% | Reduce -4.6% | 37,547 | $1.4M |
| Transform Wealth, LLC | 0.11% | Add +15.3% | 37,001 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.4% | 36,887 | $1.4M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -1.2% | 36,781 | $1.4M |
| Evanson Asset Management, LLC | 0.10% | No change | 36,634 | $1.4M |
| SevenBridge Financial Group, LLC | 0.31% | Add +0.7% | 37,791 | $1.4M |
| Faithward Advisors, LLC | 0.25% | Add +6.1% | 36,430 | $1.4M |
| Spinnaker Investment Group, LLC | 0.38% | Reduce -3.7% | 36,305 | $1.4M |
| Capasso Planning Partners LLC | 0.45% | Reduce -6.2% | 35,768 | $1.4M |
| REDW Wealth LLC | 0.36% | Reduce 0.0% | 35,761 | $1.4M |
| Evermay Wealth Management LLC | 0.22% | Reduce -0.3% | 35,533 | $1.4M |
| Koss-Olinger Consulting, LLC | 0.13% | New | 35,492 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Add +1.5% | 35,176 | $1.4M |
| Walter & Keenan Wealth Management LLC /in/ | 0.43% | Add +0.3% | 35,083 | $1.3M |
| Brickley Wealth Management | 0.29% | Add +0.1% | 34,986 | $1.3M |
| Comerica Bank | 0.01% | Add +17.3% | 34,474 | $1.3M |
| Warwick Investment Management, Inc. | 0.31% | Reduce -1.8% | 34,448 | $1.3M |
| Abacus Planning Group, Inc. | 0.26% | Reduce -0.4% | 34,359 | $1.3M |
| FDx Advisors, Inc. | 0.36% | Reduce -2.2% | 34,245 | $1.3M |
| Cynosure Group, LLC | 0.21% | No change | 34,110 | $1.3M |
| Dorsey & Whitney Trust CO LLC | 0.09% | Reduce -5.9% | 34,066 | $1.3M |
| NorthRock Partners, LLC | 0.05% | Reduce -13.3% | 33,665 | $1.3M |
| Greenhouse Wealth Management, LLC | 0.95% | No change | 33,956 | $1.3M |
| Vanguard Group Inc. | 0.00% | Add +30.1% | 33,503 | $1.3M |
| Integrated Advisors Network LLC | 0.07% | Reduce -1.6% | 33,465 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | New | 33,956 | $1.3M |
| Asset Dedication, LLC | 0.09% | Add +8.8% | 33,231 | $1.3M |
| Sollinda Capital Management LLC | 0.39% | Add +64.3% | 33,174 | $1.3M |
| Rappaport Reiches Capital Management, LLC | 0.37% | Add +1.6% | 32,981 | $1.3M |
| Ieq Capital, LLC | 0.02% | Add +36.1% | 32,965 | $1.3M |
| Great Waters Wealth Management | 0.19% | Reduce -1.3% | 32,802 | $1.3M |
| Klingman & Associates, LLC | 0.08% | Reduce -1.3% | 32,635 | $1.3M |
| Manchester Financial Inc. | 0.31% | Add +2.0% | 32,385 | $1.2M |
| Black Cypress Capital Management, LLC | 1.18% | Add +0.1% | 32,313 | $1.2M |
| Cooper/Haims Advisors, LLC | 0.70% | Reduce -4.9% | 32,266 | $1.2M |
| Apella Capital, LLC | 0.06% | Add +4.0% | 31,605 | $1.2M |
| Garrison Point Advisors, LLC | 0.81% | Add +2.0% | 31,806 | $1.2M |
| Fifth Third Securities, Inc. | 0.11% | Add +5.7% | 31,385 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.1% | 31,447 | $1.2M |
| Alesco Advisors, LLC, An ESL Co | 0.04% | Reduce -9.3% | 31,425 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +8.2% | 31,264 | $1.2M |
| Private Capital Management LLC | 0.24% | Reduce -31.2% | 31,134 | $1.2M |
| Anchor Investment Management, LLC | 0.12% | Add +1.6% | 31,128 | $1.2M |
| Wilson & Boucher Capital Management, LLC | 0.92% | No change | 31,110 | $1.2M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.47% | Add +0.5% | 30,582 | $1.2M |
| TFO Wealth Partners, LLC | 0.23% | Add +0.0% | 30,915 | $1.2M |
| Bensler, LLC | 0.16% | Reduce -9.6% | 30,878 | $1.2M |
| Clay Northam Wealth Management, LLC | 0.90% | Reduce -1.6% | 30,874 | $1.2M |
| Smallwood Wealth Investment Management, LLC | 0.91% | Reduce -1.1% | 30,560 | $1.2M |
| Tradewinds Capital Management, LLC | 0.34% | Add +328.1% | 30,344 | $1.2M |
| Thompson Investment Management, Inc. | 0.18% | Reduce -1.3% | 30,118 | $1.2M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -0.1% | 30,045 | $1.2M |
| Gould Asset Management LLC | 0.27% | Reduce -2.8% | 29,995 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | Add +35.9% | 29,666 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -1.9% | 29,204 | $1.1M |
| Access Financial Services, Inc. | 0.51% | Reduce -1.9% | 29,419 | $1.1M |
| Watershed Private Wealth LLC | 0.48% | Reduce -1.1% | 29,287 | $1.1M |
| Blackhawk Capital Partners, LLC | 0.68% | Reduce -2.8% | 29,136 | $1.1M |
| Intrua Financial, LLC | 0.18% | Add +1.1% | 29,128 | $1.1M |
| Fortress Wealth Management, Inc. | 0.57% | Reduce -1.0% | 28,986 | $1.1M |
| Independent Advisor Alliance | 0.04% | Reduce -19.9% | 28,947 | $1.1M |
| Weaver Capital Management LLC | 0.36% | Reduce -11.3% | 28,840 | $1.1M |
| Earned Wealth Advisors, LLC | 0.41% | Add +5.9% | 28,317 | $1.1M |
| Rossmore Private Capital | 0.14% | No change | 28,047 | $1.1M |
| WT Wealth Management | 0.37% | Reduce -29.7% | 27,726 | $1.1M |
| Alaska Wealth Advisors, LLC | 0.17% | Add +1.1% | 27,758 | $1.1M |
| Abound Wealth Management | 0.39% | Reduce -0.3% | 27,646 | $1.1M |
| Fonville Wealth Management LLC | 0.42% | Reduce -1.4% | 27,192 | $1.1M |
| Sigma Investment Counselors Inc. | 0.07% | Reduce -0.3% | 27,312 | $1.0M |
| Madden Advisory Services, Inc. | 0.53% | Reduce -2.6% | 27,163 | $1.0M |
| Cabot Wealth Management Inc. | 0.14% | Reduce -1.8% | 27,151 | $1.0M |
| Prudential Financial Inc. | 0.00% | Reduce -3.2% | 26,839 | $1.0M |
| Commerce Bank | 0.01% | Add +31.5% | 26,720 | $1.0M |
| American Investment Services, Inc. | 0.18% | No change | 26,607 | $1.0M |
| Coppell Advisory Solutions LLC | 0.17% | — | 26,516 | $1.0M |
| Versant Capital Management, Inc | 0.26% | Reduce -16.9% | 26,360 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +17.5% | 26,312 | $1.0M |
| Procyon Advisors, LLC | 0.07% | Add +8.4% | 26,075 | $1.0M |
| Mgo One Seven LLC | 0.05% | Reduce -85.1% | 26,061 | $1.0M |
| Fairview Capital Investment Management, LLC | 0.06% | Reduce -0.0% | 26,019 | $1000K |
| Flower City Capital | 0.64% | Reduce -2.5% | 25,708 | $997K |
| Simon Quick Advisors, LLC | 0.07% | Add +68.1% | 25,694 | $987K |
| Flputnam Investment Management Co. | 0.02% | Reduce -2.3% | 25,683 | $987K |
| Lewis Asset Management, LLC | 0.75% | Reduce -1.1% | 25,472 | $979K |
| Redhawk Wealth Advisors, Inc. | 0.15% | Add +27.9% | 25,440 | $977K |
| Kiley Juergens Wealth Management, LLC | 0.27% | Add +10.0% | 25,328 | $973K |
| Jentner Corp | 0.32% | Reduce -5.0% | 25,280 | $971K |
| CIBC Private Wealth Group LLC | 0.00% | Add +29.2% | 24,704 | $966K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -3.9% | 25,074 | $963K |
| Clayton Financial Group LLC | 0.41% | Add +7.4% | 24,563 | $958K |
| Aspen Grove Capital, LLC | 0.22% | No change | 24,499 | $950K |
| Brown Advisory Inc. | 0.00% | Add +106.7% | 24,341 | $935K |
| Clark Asset Management, LLC | 0.26% | Add +41.7% | 24,224 | $931K |
| Safeguard Financial, LLC | 0.26% | Add +27.2% | 24,129 | $927K |
| Bridgewater Advisors Inc. | 0.11% | Add +38.9% | 23,752 | $915K |
| Fisher Asset Management | 0.00% | Add +59.0% | 23,760 | $913K |
| Acorn Wealth Advisors, LLC | 0.45% | Reduce -7.3% | 23,735 | $912K |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -17.4% | 23,290 | $895K |
| Planned Solutions, Inc. | 0.44% | Add +2.6% | 23,235 | $893K |
| Benjamin Edwards Inc. | 0.17% | Add +10.7% | 23,215 | $892K |
| Strategic Investment Solutions, Inc. | 0.29% | — | 22,487 | $887K |
| Fifth Third Bancorp | 0.00% | Add +2.5% | 22,989 | $883K |
| FineMark National Bank & Trust | 0.03% | Reduce -3.0% | 22,741 | $874K |
| Strategic Advocates LLC | 0.34% | Reduce -69.2% | 22,509 | $865K |
| Sigma Planning Corp | 0.03% | Reduce -10.3% | 22,477 | $864K |
| Brookstone Capital Management | 0.01% | Add +2.7% | 21,713 | $862K |
| Geometric Wealth Advisors | 0.18% | No change | 22,430 | $862K |
| Madison Wealth Partners, Inc | 0.30% | Add +4.1% | 22,399 | $861K |
| Citigroup Inc. | 0.00% | Add +69.4% | 22,306 | $857K |
| Fagan Associates, Inc. | 0.15% | Reduce -3.1% | 22,251 | $855K |
| Larson Financial Group LLC | 0.06% | Add +49.6% | 22,165 | $852K |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.8% | 22,130 | $850K |
| Asset Allocation Strategies LLC | 0.28% | New | 22,042 | $847K |
| Red Door Wealth Management, LLC | 0.15% | Add +8.9% | 21,995 | $845K |
| Donaldson Capital Management, LLC | 0.04% | New | 21,982 | $845K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -3.8% | 21,956 | $844K |
| Quadcap Wealth Management, LLC | 0.15% | New | 21,868 | $840K |
| LTG Capital LLC | 0.76% | Add +1.2% | 21,860 | $840K |
| Bfsg, LLC | 0.11% | Add +0.5% | 21,804 | $838K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -33.2% | 21,625 | $835K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.48% | Reduce -2.6% | 21,678 | $833K |
| Investment Partners Asset Management, Inc. | 0.74% | No change | 21,570 | $829K |
| HC Advisors, LLC | 0.76% | Reduce -2.1% | 21,504 | $826K |
| Arkadios Wealth Advisors | 0.06% | New | 21,373 | $821K |
| Successful Portfolios LLC | 0.56% | Reduce -2.5% | 21,018 | $808K |
| Independent Financial Group, LLC | 0.03% | Add +73.1% | 20,756 | $798K |
| Kings Path Partners LLC | 0.38% | — | 20,752 | $797K |
| Ironwood Financial, llc | 0.18% | Reduce -0.4% | 20,586 | $791K |
| Fielder Capital Group LLC | 0.30% | New | 20,480 | $787K |
| QRG Capital Management, Inc. | 0.01% | Add +242.4% | 20,298 | $780K |
| Primoris Wealth Advisors, LLC | 0.62% | No change | 20,193 | $776K |
| Crescent Sterling, Ltd. | 0.74% | Reduce -12.5% | 19,972 | $767K |
| Cascade Financial Partners, LLC | 0.10% | Reduce -4.2% | 19,725 | $758K |
| Beaird Harris Wealth Management, LLC | 0.07% | Reduce -4.5% | 19,595 | $753K |
| SOL Capital Management CO | 0.09% | Reduce -1.3% | 19,383 | $745K |
| AA Financial Advisors, LLC | 0.26% | No change | 19,327 | $743K |
| Hardin Capital Partners, LLC | 0.48% | — | 19,303 | $742K |
| Mayflower Financial Advisors, LLC | 0.12% | No change | 19,264 | $740K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | No change | 18,853 | $731K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -16.4% | 18,984 | $729K |
| Pineridge Advisors LLC | 0.25% | Add +9.8% | 18,905 | $726K |
| Villere St Denis J & Co. LLC | 0.06% | Reduce -0.1% | 18,751 | $720K |
| Willis Johnson & Associates, Inc. | 0.06% | Add +20.1% | 18,726 | $719K |
| Twele Capital Management, Inc. | 0.16% | Add +3.0% | 18,567 | $713K |
| Merriman Wealth Management, LLC | 0.03% | Add +25.6% | 18,289 | $709K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -3.3% | 18,261 | $708K |
| Paulson Wealth Management Inc. | 0.21% | Reduce -0.6% | 18,407 | $707K |
| Ballentine Partners, LLC | 0.01% | No change | 18,383 | $706K |
| Capital Planning LLC | 0.21% | Reduce -8.2% | 17,989 | $698K |
| Glass Jacobson Investment Advisors llc | 0.25% | Add +5.1% | 18,138 | $697K |
| Emergent Wealth Advisors, LLC | 0.56% | Add +0.6% | 18,111 | $696K |
| Tiaa Trust, National Association | 0.00% | Reduce -16.5% | 18,078 | $695K |
| Stone Summit Wealth LLC | 0.25% | No change | 17,978 | $691K |
| Harbour Investment Management LLC | 0.32% | Add +0.1% | 17,777 | $689K |
| Diversified Portfolios, Inc. | 0.09% | Add +7.1% | 17,914 | $688K |
| Mather Group, Llc. | 0.01% | Add +19.8% | 17,617 | $687K |
| Cardiff Park Advisors, LLC | 0.07% | Add +4.8% | 17,741 | $682K |
| NDVR, Inc. | 0.71% | New | 17,639 | $678K |
| Front Row Advisors LLC | 0.23% | Reduce -1.3% | 17,411 | $675K |
| Keybank National Association | 0.00% | Reduce -15.8% | 17,523 | $673K |
| Carnegie Investment Counsel | 0.02% | Add +3.6% | 17,456 | $671K |
| Shakespeare Wealth Management, LLC | 0.19% | Add +165.7% | 17,199 | $661K |
| TCI Wealth Advisors, Inc. | 0.06% | Add +0.0% | 17,079 | $656K |
| Diversified Trust Co. | 0.02% | No change | 16,924 | $650K |
| Coastwise Capital Group, LLC | 0.63% | Reduce -0.8% | 16,899 | $649K |
| Sei Investments Co. | 0.00% | Add +14.9% | 16,828 | $647K |
| Roger Wittlin Investment Advisory, LLC | 0.41% | No change | 16,797 | $645K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -1.4% | 16,740 | $643K |
| Elevation Wealth Partners, LLC | 0.30% | Add +0.8% | 16,557 | $636K |
| Advisory Services Network, LLC | 0.01% | Add +26.0% | 16,492 | $634K |
| Market Street Wealth Management Advisors LLC | 0.11% | Reduce -2.8% | 16,453 | $632K |
| Level Four Advisory Services, LLC | 0.03% | Add +2.4% | 16,355 | $628K |
| Fca Corp. | 0.20% | Add +10.8% | 16,344 | $628K |
| Signature Resources Capital Management, LLC | 0.52% | Reduce -8.2% | 16,314 | $627K |
| AAF Wealth Management, LLC | 0.32% | New | 16,284 | $626K |
| Integral Investment Advisors, Inc. | 0.23% | Reduce -7.1% | 16,206 | $622K |
| Monograph Wealth Advisors, LLC | 0.09% | No change | 16,028 | $622K |
| Coordinated Financial Services, Inc. | 0.54% | Reduce -4.8% | 16,058 | $617K |
| Heartwood Wealth Advisors LLC | 0.07% | No change | 16,033 | $616K |
| Collective Family Office LLC | 0.18% | Add +14.4% | 16,008 | $615K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +7.2% | 15,927 | $612K |
| IFG Advisory, LLC | 0.04% | Add +1.1% | 15,855 | $609K |
| Forum Financial Management, LP | 0.01% | Reduce -96.2% | 15,849 | $609K |
| Ifrah Financial Services, Inc. | 0.17% | Reduce -4.3% | 15,658 | $602K |
| Vista Capital Partners, Inc. | 0.07% | Add +98.0% | 15,617 | $600K |
| waypoint wealth counsel | 0.46% | Reduce -2.3% | 15,509 | $596K |
| Accel Wealth Management | 0.24% | Add +7.2% | 15,460 | $594K |
| ETF Store, Inc. | 0.61% | Reduce -13.9% | 15,449 | $594K |
| Custom Portfolio Group LLC | 0.47% | No change | 15,303 | $593K |
| Total Clarity Wealth Management, Inc. | 0.21% | Reduce -3.0% | 15,435 | $593K |
| Broadview Financial Management, LLC | 0.43% | Reduce -0.1% | 15,195 | $584K |
| Basepoint Wealth LLC | 0.46% | Reduce -8.3% | 15,068 | $579K |
| Clear Investment Research, LLC | 0.75% | Add +0.1% | 15,039 | $578K |
| Mairs & Power Inc. | 0.01% | No change | 15,000 | $576K |
| Maia Wealth LLC | 0.17% | — | 14,431 | $573K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +18.6% | 14,852 | $571K |
| Clarity Capital Advisors, LLC | 0.44% | No change | 14,843 | $570K |
| MBL Wealth, LLC | 0.06% | No change | 14,835 | $570K |
| Pathway Financial Advisors LLC | 0.15% | No change | 14,744 | $566K |
| My Personal CFO, LLC | 0.30% | Add +3.5% | 14,730 | $566K |
| Summit Trail Advisors, LLC | 0.01% | Add +45.5% | 14,539 | $564K |
| Fiduciary Group, LLC | 0.06% | Reduce -0.7% | 14,528 | $558K |
| Sachem Hill LLC | 0.12% | Add +49.9% | 14,486 | $557K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 14,484 | $556K |
| Ranch Capital Advisors Inc. | 0.29% | Reduce -3.3% | 14,419 | $556K |
| Seed Wealth Management, Inc. | 0.48% | No change | 14,402 | $553K |
| Legacy Bridge, LLC | 0.33% | Add +0.1% | 14,365 | $552K |
| LBMC Investment Advisors, LLC | 0.05% | Add +7.5% | 14,338 | $551K |
| Portside Wealth Group, LLC | 0.10% | Reduce -20.2% | 14,166 | $544K |
| Claro Advisors Inc. | 0.09% | Add +6.6% | 14,148 | $544K |
| Geneos Wealth Management Inc. | 0.02% | Add +14.6% | 14,085 | $541K |
| RMR Wealth Builders | 0.06% | Reduce -1.2% | 14,080 | $541K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +35.8% | 14,060 | $540K |
| Sage Mountain Advisors LLC | 0.05% | No change | 14,000 | $538K |
| Baldwin Investment Management, LLC | 0.07% | Reduce -1.8% | 13,902 | $534K |
| Oldfather Financial Services, LLC | 0.22% | Reduce -1.6% | 13,894 | $534K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -3.7% | 13,820 | $531K |
| Meeder Advisory Services, Inc. | 0.04% | Add +18.4% | 13,796 | $530K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 13,650 | $524K |
| Equitable Holdings, Inc. | 0.01% | Reduce -7.8% | 13,520 | $519K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 13,504 | $519K |
| HBW Advisory Services LLC | 0.09% | Reduce -5.6% | 13,406 | $515K |
| FMB Wealth Management | 0.39% | Add +0.1% | 13,376 | $514K |
| Knuff & Co LLC | 0.17% | New | 13,356 | $513K |
| Wealthcare Capital Management LLC | 0.05% | No change | 13,326 | $512K |
| Francis Financial, Inc. | 0.16% | New | 13,288 | $511K |
| Values Added Financial LLC | 0.37% | Add +0.2% | 13,273 | $510K |
| Ritholtz Wealth Management | 0.02% | Add +73.8% | 13,193 | $507K |
| Revisor Wealth Management LLC | 0.35% | Reduce -57.9% | 13,105 | $503K |
| Consilium Wealth Advisory, LLC | 0.27% | No change | 13,074 | $502K |
| Arq Wealth Advisors, LLC | 0.22% | Add +24.8% | 12,879 | $499K |
| Everhart Financial Group, Inc. | 0.13% | Reduce -0.4% | 12,988 | $499K |
| Acorn Financial Advisory Services Inc. | 0.09% | Add +1.4% | 12,952 | $498K |
| Carlson Capital Management | 0.02% | Reduce -30.6% | 12,896 | $495K |
| Obsidian Cio, LLC | 0.12% | Reduce -4.8% | 12,834 | $493K |
| Stockman Wealth Management, Inc. | 0.09% | Add +6.0% | 12,825 | $493K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -2.3% | 12,765 | $490K |
| Valued Retirements, Inc. | 0.74% | New | 12,738 | $489K |
| Smith Salley Wealth Management | 0.04% | Add +58.9% | 12,704 | $488K |
| Becker Capital Management Inc. | 0.02% | No change | 12,578 | $488K |
| Ehrlich Financial Group | 0.39% | Add +0.1% | 12,697 | $488K |
| First Manhattan Co. Llc. | 0.00% | Reduce -7.4% | 12,518 | $486K |
| Weik Capital Management | 0.21% | Add +2.4% | 12,595 | $484K |
| Principal Securities, Inc. | 0.01% | Add +43.3% | 12,571 | $483K |
| Guardian Wealth Advisors, LLC | 0.31% | Add +0.8% | 12,341 | $474K |
| Wescott Financial Advisory Group, LLC | 0.06% | No change | 12,336 | $474K |
| Sawgrass Asset Management LLC | 0.05% | Reduce -0.9% | 12,247 | $471K |
| Diversify Wealth Management, LLC | 0.06% | — | 12,694 | $469K |
| Lyell Wealth Management, LP | 0.04% | New | 12,205 | $469K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 12,174 | $468K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -7.8% | 12,172 | $468K |
| Financial Advocates Investment Management | 0.03% | Add +19.0% | 12,066 | $464K |
| Integrated Investment Consultants, LLC | 0.13% | No change | 11,874 | $463K |
| Cornerstone Wealth Group, LLC | 0.04% | Add +3.8% | 12,033 | $462K |
| Smithbridge Asset Management Inc. | 0.10% | Reduce -0.3% | 11,965 | $460K |
| Granite Investment Partners, LLC | 0.02% | Add +2.2% | 11,822 | $454K |
| Centaurus Financial, Inc. | 0.03% | Add +4.5% | 11,788 | $453K |
| Russell Investments Group, Ltd. | 0.00% | New | 11,788 | $453K |
| Moss Adams Wealth Advisors LLC | 0.06% | New | 11,692 | $453K |
| Private Ocean, LLC | 0.04% | Add +0.6% | 11,738 | $451K |
| Cornerstone Planning Group LLC | 0.13% | Reduce -0.8% | 12,066 | $446K |
| Palisade Asset Management, LLC | 0.05% | No change | 11,552 | $444K |
| Mission Creek Capital Partners, Inc. | 0.11% | No change | 11,539 | $443K |
| Financial Synergies Wealth Advisors, Inc. | 0.06% | Add +1.4% | 11,498 | $442K |
| Lifeworks Advisors, LLC | 0.12% | Add +56.5% | 11,498 | $442K |
| Private Trust Co. NA | 0.05% | Add +0.6% | 11,493 | $442K |
| HUB Investment Partners, LLC | 0.02% | Add +3.9% | 11,433 | $439K |
| Three Bridge Wealth Advisors, LLC | 0.17% | No change | 11,249 | $436K |
| MBE Wealth Management, LLC | 0.26% | Reduce -10.2% | 11,273 | $433K |
| Sentinel Pension Advisors, LLC | 0.09% | Reduce -0.2% | 11,265 | $433K |
| Joule Financial, LLC | 0.18% | Reduce -1.1% | 11,129 | $432K |
| Strategic Blueprint, LLC | 0.03% | Reduce -4.6% | 11,146 | $428K |
| Founders Financial Securities LLC | 0.04% | Add +74.9% | 11,146 | $428K |
| Luts & Greenleigh Group, Inc. | 0.44% | — | 11,090 | $426K |
| Ironwood Investment Counsel, LLC | 0.08% | Reduce -12.1% | 11,072 | $425K |
| Interchange Capital Partners, LLC | 0.16% | No change | 11,049 | $425K |
| Bigelow Investment Advisors, LLC | 0.20% | Reduce -0.2% | 11,043 | $424K |
| Greenwood Gearhart LLC | 0.04% | Reduce -0.8% | 10,986 | $422K |
| West Oak Capital, LLC | 0.17% | Add +1.4% | 10,901 | $419K |
| Oppenheimer Asset Management Inc. | 0.01% | New | 10,845 | $417K |
| ORBA Wealth Advisors, L.L.C. | 0.22% | Add +0.9% | 10,833 | $416K |
| MidAtlantic Capital Management, Inc. | 0.35% | Reduce -4.2% | 10,831 | $416K |
| Regal Investment Advisors LLC | 0.03% | Add +68.0% | 10,767 | $414K |
| DAVENPORT & Co LLC | 0.00% | Add +4.0% | 10,697 | $411K |
| MeadowBrook Investment Advisors LLC | 0.39% | No change | 10,659 | $410K |
| Arbor Capital Management Inc. | 0.37% | Add +0.3% | 10,652 | $409K |
| FF Advisors,LLC | 0.29% | Reduce -48.9% | 10,645 | $409K |
| Castle Wealth Management LLC | 0.20% | Reduce -36.3% | 10,509 | $408K |
| Hurlow Wealth Management Group, Inc. | 0.14% | Reduce -63.3% | 10,549 | $405K |
| Bowman & Co S.C. | 0.23% | Add +0.8% | 10,472 | $402K |
| Modus Advisors, LLC | 0.14% | Reduce -2.6% | 10,442 | $401K |
| Cordant, Inc. | 0.22% | Add +18.3% | 10,383 | $399K |
| Members Trust Co | 0.01% | Add +100.3% | 10,371 | $398K |
| Werba Rubin Papier Wealth Management | 0.11% | Add +66.9% | 10,336 | $397K |
| Key Financial Inc | 0.09% | Add +220.1% | 10,298 | $396K |
| Silver Oak Advisory Group, Inc. | 0.22% | Reduce -6.6% | 10,305 | $395K |
| Chatham Capital Group, Inc. | 0.07% | No change | 10,278 | $395K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -7.8% | 10,199 | $392K |
| Proffitt & Goodson Inc. | 0.07% | No change | 10,190 | $392K |
| Birchbrook, Inc. | 0.23% | No change | 10,163 | $390K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.3% | 10,154 | $390K |
| Sabal Trust CO | 0.02% | No change | 10,040 | $386K |
| Westshore Wealth, LLC | 0.16% | Reduce -34.0% | 9,982 | $384K |
| Brass Tax Wealth Management, Inc. | 0.07% | Add +33.6% | 9,850 | $378K |
| Stevens Capital Partners | 0.20% | Reduce -9.4% | 9,842 | $378K |
| Triton Financial Group Inc | 0.26% | No change | 9,785 | $376K |
| Transcend Capital Advisors, LLC | 0.03% | New | 9,739 | $374K |
| Aspiriant, LLC | 0.02% | New | 9,715 | $373K |
| Keystone Wealth Services, LLC | 0.11% | Reduce -2.6% | 9,601 | $369K |
| SIMA Wealth Partners, LLC | 0.35% | — | 9,587 | $368K |
| Marshall Financial Group, LLC | 0.10% | Reduce -42.2% | 9,572 | $368K |
| Great Lakes Advisors, LLC | 0.00% | No change | 9,561 | $367K |
| Adero Partners, LLC | 0.03% | Add +34.4% | 9,438 | $363K |
| Worth Asset Management, LLC | 0.21% | New | 9,395 | $361K |
| Creekmur Asset Management LLC | 0.09% | No change | 9,315 | $358K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.0% | 9,307 | $358K |
| Well Done, LLC | 0.07% | No change | 9,305 | $357K |
| Fiducient Advisors LLC | 0.05% | Add +23.1% | 9,170 | $356K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.8% | 9,215 | $354K |
| Satovsky Asset Management LLC | 0.09% | Add +11.8% | 9,212 | $354K |
| Rede Wealth, LLC | 0.32% | New | 9,176 | $353K |
| Darrow Company, Inc. | 0.23% | Reduce -2.2% | 9,162 | $352K |
| Tudor Investment Corporation | 0.00% | Add +69.3% | 9,155 | $352K |
| Haverford Trust Co | 0.00% | No change | 9,147 | $351K |
| Nicolet Bankshares Inc. | 0.07% | Reduce -7.3% | 9,101 | $350K |
| Goldstein Advisors, LLC | 0.06% | Reduce -1.3% | 9,085 | $349K |
| Sachetta, LLC | 0.15% | Reduce -4.0% | 8,924 | $348K |
| Advisory Alpha, LLC | 0.01% | Add +2.0% | 9,025 | $347K |
| GTS Securities LLC | 0.01% | New | 9,020 | $347K |
| Sandy Spring Bank | 0.02% | Reduce -0.7% | 9,009 | $346K |
| Arjuna Capital | 0.09% | New | 8,976 | $345K |
| Parkside Financial Bank & Trust | 0.05% | No change | 8,827 | $339K |
| Richardson Capital Management LLC | 0.26% | Add +0.7% | 8,796 | $338K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.4% | 8,682 | $337K |
| Family Investment Center, Inc. | 0.10% | No change | 8,716 | $335K |
| Rock Point Advisors, LLC | 0.10% | Add +0.3% | 8,703 | $334K |
| Victory Financial Group, LLC | 0.16% | New | 8,689 | $334K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Add +2.6% | 8,687 | $334K |
| Everett Harris & Co. | 0.00% | Reduce -26.3% | 8,603 | $331K |
| Mosaic Family Wealth Partners, LLC | 0.05% | No change | 8,600 | $330K |
| Sterling Investment Management, LLC | 0.25% | Add +0.8% | 8,572 | $329K |
| 25 LLC | 0.16% | Add +2.3% | 8,532 | $328K |
| Midwest Financial Group LLC | 0.20% | Reduce -2.4% | 8,393 | $322K |
| Rollins Financial Advisors, LLC | 0.06% | No change | 8,363 | $321K |
| Financial Insights, Inc. | 0.09% | No change | 8,346 | $321K |
| AMG National Trust Bank | 0.01% | No change | 8,235 | $316K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +38.9% | 8,194 | $315K |
| Continuum Advisory, LLC | 0.05% | Add +12.8% | 8,158 | $313K |
| PFG Advisors | 0.02% | Reduce -1.5% | 8,141 | $313K |
| Stephenson & Company, Inc. | 0.23% | No change | 7,962 | $306K |
| Empirical Asset Management, LLC | 0.12% | Reduce -93.6% | 7,953 | $306K |
| Linscomb Wealth, Inc. | 0.02% | Add +4.7% | 7,950 | $305K |
| SRH Advisors, LLC | 0.10% | No change | 7,933 | $305K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.44% | New | 7,928 | $305K |
| Smart Portfolios, LLC | 0.31% | Add +2.9% | 7,910 | $304K |
| Tiemann Investment Advisors, LLC | 0.13% | No change | 7,873 | $302K |
| Investment Advisory Group, LLC | 0.12% | New | 7,866 | $302K |
| Uptick Partners, LLC | 0.23% | No change | 7,733 | $302K |
| Crewe Advisors LLC | 0.03% | No change | 7,690 | $295K |
| Bank of Hawaii | 0.01% | Reduce -24.9% | 7,668 | $295K |
| True North Advisors, LLC | 0.08% | Reduce -18.1% | 7,616 | $293K |
| Galvin, Gaustad & Stein, LLC | 0.03% | No change | 7,606 | $292K |
| HCR Wealth Advisors | 0.04% | Add +0.0% | 7,514 | $289K |
| Root Financial Partners, LLC | 0.07% | New | 7,487 | $288K |
| Capital Investment Advisors, LLC | 0.01% | Add +9.3% | 7,481 | $287K |
| Mayfair Advisory Group, LLC | 0.19% | Add +5.3% | 7,107 | $285K |
| Stratos Investment Management, LLC | 0.02% | New | 7,393 | $284K |
| Northwest Wealth Management, LLC | 0.07% | No change | 7,392 | $284K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 7,388 | $284K |
| Pegasus Partners Ltd. | 0.03% | New | 7,337 | $282K |
| Moneywise, Inc. | 0.15% | Reduce -84.7% | 7,303 | $281K |
| Colorado Capital Management, Inc. | 0.16% | No change | 7,298 | $280K |
| Twelve Points Wealth Management LLC | 0.10% | Reduce -0.2% | 7,230 | $278K |
| Moneco Advisors, LLC | 0.04% | No change | 7,155 | $275K |
| SpiderRock Advisors, LLC | 0.01% | Reduce -21.4% | 7,141 | $274K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 7,099 | $273K |
| MCF Advisors LLC | 0.02% | Add +9.5% | 7,071 | $273K |
| Essex Bank | 0.07% | No change | 7,090 | $272K |
| Builder Investment Group Inc. | 0.07% | Reduce -5.9% | 7,057 | $271K |
| Family Firm, Inc. | 0.06% | Add +7.9% | 6,943 | $267K |
| Advisor OS, LLC | 0.03% | Add +19.1% | 6,943 | $267K |
| Avity Investment Management Inc. | 0.02% | No change | 6,900 | $265K |
| Lathrop Investment Management Co. | 0.05% | Reduce -1.9% | 6,867 | $264K |
| Mengis Capital Management, Inc. | 0.05% | Reduce -3.3% | 6,825 | $262K |
| Glenmede Trust Co. NA | 0.00% | No change | 6,823 | $262K |
| Accredited Investors Inc. | 0.02% | New | 6,778 | $260K |
| Merit Financial Group, LLC | 0.01% | Add +1.7% | 6,758 | $260K |
| Patten & Patten Inc. | 0.02% | No change | 6,709 | $258K |
| Jacobi Capital Management LLC | 0.02% | No change | 6,708 | $258K |
| White Lighthouse Investment Management Inc. | 0.05% | No change | 6,681 | $257K |
| Mayport, LLC | 0.09% | Reduce -23.9% | 6,668 | $256K |
| Shearwater Capital LLC | 0.19% | No change | 6,665 | $256K |
| Sage Rhino Capital LLC | 0.06% | No change | 6,642 | $255K |
| Boston Trust Walden Corp | 0.00% | No change | 6,636 | $255K |
| IRON Financial LLC | 0.14% | No change | 6,625 | $255K |
| BOS Asset Management, LLC | 0.12% | Reduce -5.9% | 6,583 | $253K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -3.1% | 6,543 | $251K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -13.9% | 6,471 | $249K |
| Brio Consultants, LLC | 0.04% | No change | 6,449 | $248K |
| Regions Financial Corp. | 0.00% | New | 6,422 | $247K |
| Spire Wealth Management | 0.01% | Reduce -11.5% | 6,417 | $247K |
| Sage Financial Group Inc. | 0.02% | Add +0.5% | 6,410 | $246K |
| Horan Securities, Inc. | 0.11% | Add +17.1% | 6,400 | $246K |
| YHB Investment Advisors, Inc. | 0.02% | Add +10.0% | 6,376 | $245K |
| Vernal Point Advisors, LLC | 0.17% | No change | 6,310 | $245K |
| Sunpointe, LLC | 0.16% | New | 6,298 | $244K |
| PDS Planning, Inc | 0.02% | Add +2.1% | 6,330 | $243K |
| Waterloo Capital, L.P. | 0.03% | Add +4.3% | 6,316 | $243K |
| Astoria Portfolio Advisors LLC. | 0.09% | No change | 6,315 | $243K |
| Hutchens & Kramer Investment Management Group, LLC | 0.13% | Add +20.0% | 6,278 | $241K |
| Macroview Investment Management LLC | 0.26% | Reduce -8.1% | 6,262 | $241K |
| Signet Financial Management, LLC | 0.03% | Reduce -29.3% | 6,258 | $240K |
| Hutchinson Capital Management | 0.05% | No change | 6,242 | $240K |
| Lantern Wealth Advisors, LLC | 0.17% | Reduce -13.8% | 6,239 | $240K |
| Hartline Investment Corp./ | 0.03% | Add +4.3% | 6,185 | $238K |
| &partners | 0.01% | Reduce -21.8% | 6,068 | $233K |
| Capital Analysts, LLC | 0.01% | Add +352.9% | 6,069 | $233K |
| New England Private Wealth Advisors LLC | 0.04% | Reduce -77.7% | 6,028 | $232K |
| Waterfront Wealth Inc. | 0.06% | Reduce -9.6% | 6,024 | $231K |
| Trivium Point Advisory, LLC | 0.03% | New | 6,022 | $231K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +8.8% | 6,022 | $231K |
| International Assets Investment Management, LLC | 0.02% | Reduce -10.8% | 5,997 | $230K |
| Tritonpoint Wealth, LLC | 0.02% | New | 5,935 | $230K |
| Lesa Sroufe & Co | 0.22% | Add +0.1% | 5,982 | $230K |
| Wedbush Securities Inc. | 0.01% | New | 5,979 | $230K |
| Index Fund Advisors, Inc. | 0.01% | Reduce -5.3% | 5,982 | $230K |
| Peak Asset Management, LLC | 0.04% | No change | 5,977 | $230K |
| IronBridge Private Wealth, LLC | 0.09% | No change | 5,935 | $228K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 5,932 | $228K |
| Scott Capital Advisors, LLC | 0.07% | Add +6.2% | 5,806 | $226K |
| Paragon Capital Management Ltd | 0.04% | Reduce -40.4% | 5,831 | $224K |
| LJI Wealth Management, LLC | 0.05% | No change | 5,830 | $224K |
| Quadrant Private Wealth Management, LLC | 0.05% | New | 5,770 | $224K |
| RBA Wealth Management, LLC | 0.09% | Reduce -5.3% | 5,816 | $223K |
| Prospera Financial Services Inc | 0.01% | Add +10.5% | 5,796 | $223K |
| Midland Wealth Advisors, LLC | 0.01% | New | 5,782 | $222K |
| Evolution Advisers, Inc. | 0.13% | Reduce -5.7% | 5,802 | $222K |
| First Foundation Advisors | 0.01% | No change | 5,747 | $221K |
| Robinswood Financial LLC | 0.09% | Add +21111.1% | 5,727 | $220K |
| Lakeridge Wealth Management LLC | 0.13% | Reduce -8.0% | 5,726 | $220K |
| Spotlight Asset Group, Inc. | 0.15% | No change | 5,700 | $219K |
| Austin Private Wealth, LLC | 0.02% | Reduce -8.0% | 5,663 | $218K |
| Regimen Wealth, LLC | 0.07% | New | 5,655 | $217K |
| Morton Brown Family Wealth, LLC | 0.09% | Reduce -10.8% | 5,519 | $217K |
| Belpointe Asset Management LLC | 0.01% | New | 5,592 | $215K |
| Joseph P. Lucia & Associates, LLC | 0.11% | No change | 5,582 | $214K |
| Balanced Wealth Group LLC | 0.10% | Add +0.9% | 5,565 | $214K |
| Lloyd Advisory Services, LLC. | 0.10% | New | 5,565 | $214K |
| Forza Wealth Management, LLC | 0.11% | No change | 5,563 | $214K |
| Jacobs & Co. | 0.02% | No change | 5,475 | $210K |
| Plancorp, LLC | 0.01% | Add +1.6% | 5,449 | $209K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -12.4% | 5,428 | $209K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 5,428 | $209K |
| Walkner Condon Financial Advisors LLC | 0.04% | Add +0.6% | 5,423 | $208K |
| Warren Street Wealth Advisors, LLC | 0.10% | Reduce -5.9% | 5,376 | $207K |
| Morris Financial Concepts, Inc. | 0.10% | Add +3.1% | 5,331 | $205K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,184 | $199K |
| Blue Trust, Inc. | 0.00% | No change | 5,003 | $195K |
| Trust Co. of Vermont | 0.01% | No change | 5,047 | $194K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.7% | 4,886 | $189K |
| Howe & Rusling Inc. | 0.02% | Add +120.2% | 4,907 | $189K |
| Morling Financial Advisors, LLC | 0.08% | Reduce -5.1% | 4,728 | $182K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +24.7% | 4,594 | $182K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +8.9% | 4,363 | $169K |
| Hexagon Capital Partners LLC | 0.04% | Add +10.9% | 4,349 | $167K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.1% | 4,294 | $165K |
| Colonial Trust Co / SC | 0.03% | No change | 4,258 | $164K |
| TFC Financial Management, Inc. | 0.03% | No change | 4,251 | $163K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | Reduce -0.8% | 3,970 | $153K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,801 | $146K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -43.4% | 3,709 | $143K |
| IAG Wealth Partners, LLC | 0.03% | Add +16.2% | 3,651 | $140K |
| Ogorek Anthony Joseph /NY/ | 0.05% | No change | 3,658 | $140K |
| Phillips Financial Management, LLC | 0.01% | Add +59.9% | 3,634 | $140K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +123.2% | 3,450 | $133K |
| WFA of San Diego, LLC | 0.12% | — | 3,389 | $130K |
| Ridgewood Investments LLC | 0.06% | New | 3,328 | $128K |
| WASHINGTON TRUST Co | 0.00% | Reduce -5.5% | 3,320 | $128K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 3,266 | $125K |
| Clear Point Advisors Inc. | 0.10% | Add +0.0% | 3,125 | $120K |
| Cutler Capital Management, LLC | 0.06% | Reduce -20.6% | 3,000 | $115K |
| Investors Research Corp | 0.03% | No change | 2,992 | $115K |
| Caldwell Trust Co | 0.01% | No change | 2,922 | $112K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -0.3% | 2,753 | $106K |
| Dunhill Financial, LLC | 0.07% | Reduce -15.8% | 2,745 | $105K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Reduce -5.2% | 2,744 | $105K |
| Guardian Wealth Management, Inc. | 0.08% | Reduce -22.4% | 2,717 | $104K |
| Orion Capital Management LLC | 0.05% | No change | 2,671 | $103K |
| Beacon Capital Management, LLC | 0.02% | No change | 2,630 | $101K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 2,618 | $101K |
| SouthState Bank Corp | 0.01% | New | 2,615 | $100K |
| Strategic Financial Concepts, LLC | 0.06% | Add +4286.7% | 2,473,628 | $95K |
| UMB Bank, n.a. | 0.00% | Reduce -35.3% | 2,417 | $93K |
| CENTRAL TRUST Co | 0.00% | No change | 2,318 | $89K |
| National Bank of Canada | 0.00% | Add +75.9% | 2,150 | $83K |
| Lowe Wealth Advisors, LLC | 0.04% | Reduce -21.7% | 2,138 | $82K |
| Fairman Group, LLC | 0.08% | No change | 2,095 | $81K |
| Smithfield Trust Co | 0.00% | No change | 2,116 | $81K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 2,017 | $77K |
| Hoey Investments, Inc. | 0.01% | New | 1,987 | $76K |
| Avion Wealth | 0.02% | No change | 1,960 | $75K |
| Glassman Wealth Services | 0.01% | Reduce -13.4% | 1,940 | $75K |
| West Financial Advisors, LLC | 0.02% | Add +36.5% | 1,904 | $73K |
| Balentine LLC | 0.00% | Reduce -59.7% | 1,889 | $73K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,858 | $71K |
| Perritt Capital Management Inc | 0.04% | Add +0.1% | 1,765 | $68K |
| Raffa Wealth Management, LLC | 0.02% | No change | 1,757 | $68K |
| WealthCollab, LLC | 0.05% | No change | 1,751 | $67K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 1,674 | $65K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,655 | $64K |
| JDM Financial Group LLC | 0.04% | No change | 1,640 | $63K |
| Painted Porch Advisors LLC | 0.04% | New | 1,634 | $63K |
| EnRich Financial Partners LLC | 0.02% | Add +4.3% | 1,512 | $58K |
| Castleview Partners, LLC | 0.03% | Reduce -29.4% | 1,488 | $57K |
| Friedenthal Financial | 0.03% | Add +0.6% | 1,452 | $56K |
| BlackRock Inc. | 0.00% | Reduce -10.8% | 1,428 | $55K |
| Cardinal Strategic Wealth Guidance | 0.02% | New | 1,413 | $54K |
| Rothschild Investment LLC | 0.00% | No change | 1,355 | $52K |
| Highline Wealth Partners LLC | 0.02% | No change | 1,297 | $50K |
| Tidemark, LLC | 0.02% | No change | 1,293 | $50K |
| Headlands Technologies LLC | 0.01% | New | 1,241 | $48K |
| Whittier Trust Co. | 0.00% | Add +3333.3% | 1,236 | $47K |
| NewSquare Capital LLC | 0.00% | Add +57250.0% | 1,147 | $44K |
| Caitlin John, LLC | 0.03% | No change | 1,125 | $43K |
| Hollencrest Capital Management | 0.00% | Add +7346.7% | 1,117 | $43K |
| Gradient Investments LLC | 0.00% | Reduce -54.7% | 1,095 | $42K |
| TD Capital Management LLC | 0.00% | No change | 1,076 | $41K |
| Main Street Group, LTD | 0.02% | No change | 1,046 | $40K |
| Transcendent Capital Group LLC | 0.02% | New | 1,034 | $40K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 953 | $37K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 905 | $35K |
| Center for Financial Planning, Inc. | 0.00% | No change | 847 | $33K |
| Jamison Private Wealth Management, Inc. | 0.01% | Reduce -15.6% | 831 | $32K |
| American Capital Advisory, LLC | 0.02% | Add +1.8% | 807 | $30K |
| Bokf, NA | 0.00% | No change | 739 | $28K |
| Wagner Wealth Management, LLC | 0.01% | Add +13.2% | 720 | $28K |
| Game Plan Financial Advisors, LLC | 0.01% | Reduce -9.6% | 705 | $27K |
| St Germain D J Co. Inc. | 0.00% | No change | 694 | $27K |
| Princeton Global Asset Management LLC | 0.01% | Add +7.3% | 678 | $26K |
| Founders Financial Alliance, LLC | 0.01% | No change | 663 | $25K |
| Assetmark, Inc. | 0.00% | Add +75.5% | 651 | $25K |
| Kozak & Associates, Inc. | 0.01% | Add +1.0% | 634 | $25K |
| SYM FINANCIAL Corp | 0.00% | New | 629 | $24K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 597 | $22K |
| Aspect Partners, LLC | 0.01% | No change | 569 | $22K |
| Financial Freedom, LLC | 0.01% | No change | 563 | $22K |
| Annapolis Financial Services, LLC | 0.01% | No change | 534 | $21K |
| Abich Financial Wealth Management LLC | 0.01% | Reduce -88.2% | 525 | $20K |
| SJS Investment Consulting Inc. | 0.00% | Add +11.0% | 504 | $19K |
| Global Wealth Strategies & Associates | 0.01% | Add +69.6% | 502 | $19K |
| Element Wealth, LLC | 0.01% | No change | 489 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -83.8% | 482 | $18K |
| Rise Advisors, LLC | 0.01% | No change | 450 | $17K |
| ORG Partners LLC | 0.00% | New | 446 | $17K |
| Raleigh Capital Management Inc. | 0.01% | No change | 418 | $16K |
| Concord Wealth Partners | 0.00% | No change | 409 | $16K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 393 | $15K |
| Bray Capital Advisors | 0.00% | No change | 380 | $15K |
| Tyler-Stone Wealth Management | 0.01% | No change | 367 | $14K |
| Stephens Consulting, LLC | 0.00% | Reduce -34.7% | 357 | $14K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 323 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 332 | $13K |
| CNB Bank | 0.01% | No change | 319 | $12K |
| Arax Advisory Partners | 0.00% | Reduce -93.8% | 319 | $12K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 311 | $12K |
| Timber Creek Capital Management LLC | 0.00% | New | 308 | $12K |
| First Pacific Financial | 0.00% | Reduce -25.0% | 306 | $12K |
| Baldwin Wealth Partners LLC | 0.00% | New | 304 | $12K |
| Central Bank & Trust Co. | 0.00% | New | 300 | $12K |
| Eagle Bay Advisors LLC | 0.01% | No change | 287 | $11K |
| Quent Capital, LLC | 0.00% | Reduce -29.1% | 285 | $11K |
| Providence Capital Advisors, LLC | 0.00% | No change | 280 | $11K |
| M&R Capital Management Inc. | 0.00% | No change | 279 | $11K |
| Semmax Financial Advisors Inc. | 0.00% | New | 265 | $10K |
| Sound Income Strategies, LLC | 0.00% | Reduce -40.4% | 266 | $10K |
| Dogwood Wealth Management LLC | 0.01% | Reduce -12.3% | 263 | $10K |
| Coston, McIsaac & Partners | 0.00% | No change | 264 | $10K |
| Private Wealth Management Group, LLC | 0.00% | New | 253 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 227 | $9K |
| Tucker Asset Management LLC | 0.00% | Reduce -82.9% | 224 | $9K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 223 | $9K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 221 | $8K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 206 | $8K |
| Missouri Trust & Investment Co | 0.00% | No change | 200 | $8K |
| Franklin Resources Inc. | 0.00% | No change | 200 | $8K |
| HighMark Wealth Management LLC | 0.00% | No change | 200 | $8K |
| JNBA Financial Advisors | 0.00% | Reduce -27.0% | 195 | $7K |
| Horrell Capital Management, Inc. | 0.00% | No change | 195 | $7K |
| Glen Eagle Advisors, LLC | 0.00% | Add +81.0% | 172 | $7K |
| Addison Advisors LLC | 0.00% | Add +10.0% | 165 | $6K |
| Camelot Portfolios, LLC | 0.00% | New | 145 | $6K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 134 | $5K |
| Archer Investment Corp | 0.00% | Reduce -65.8% | 132 | $5K |
| AlphaMark Advisors, LLC | 0.00% | Add +16.3% | 143 | $5K |
| Gen-Wealth Partners Inc | 0.00% | Add +6.4% | 117 | $5K |
| Western Pacific Wealth Management, LP | 0.00% | Reduce -28.1% | 115 | $4K |
| Atmos Advisory, LLC | 0.00% | No change | 113 | $4K |
| City State Bank | 0.00% | Reduce -49.8% | 113 | $4K |
| Aberdeen Wealth Management LLC | 0.00% | No change | 100 | $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 |
| Opal Wealth Advisors, LLC | 0.00% | New | 76 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -33.3% | 70 | $3K |
| Rice Partnership, LLC | 0.00% | Reduce -67.6% | 68 | $3K |
| West Branch Capital LLC | 0.00% | No change | 67 | $3K |
| Silicon Valley Capital Partners | 0.00% | No change | 65 | $2K |
| Wiser Advisor Group LLC | 0.00% | Add +1.6% | 64 | $2K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -78.3% | 58 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 54 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | New | 46 | $2K |
| Tompkins Financial Corp. | 0.00% | No change | 46 | $2K |
| Nemes Rush Group LLC | 0.00% | Reduce -96.8% | 39 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 37 | $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% | No change | 32 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | New | 27 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -68.0% | 24 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 24 | $922 |
| Salomon & Ludwin, LLC | 0.00% | No change | 8 | $307 |
| Mendota Financial Group, LLC | 0.00% | No change | 7 | $269 |
| Innealta Capital, LLC | 0.00% | New | 6 | $231 |
| NWK Group, Inc. | 0.00% | Add +100.0% | 2 | $77 |
| TD Private Client Wealth LLC | 0.00% | New | 1 | $42 |
| Your Advocates Ltd., LLP | 0.00% | Reduce -50.0% | 1 | $38 |
| 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.