Schwab Intl Equity ETFSCHFETF
13F holders, Q3 2024 (September 30)1,195holders +67
96new positions
37sold out
4famous investors
$40.44avg. 13F price*
At the end of Q3 2024, 1,195 institutions reported holding Schwab Intl Equity ETF (SCHF) in their 13F filings, up 67 from Q2 2024. 96 opened new positions and 37 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($6.4B), Empower Advisory Group, LLC ($3.4B) and Financial Engines Advisors L.L.C. ($3.3B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $116.8M |
| Exits | 37 | $4.6B |
All 13F filers, Q2 2024 → Q3 2024: 54,789,594 shares bought and 142,635,950 shares sold, net −87,846,356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,195 holders
| Northwestern Mutual Wealth Management Co. | 5.65% | Add +5.5% | 154,715,058 | $6.4B |
| Empower Advisory Group, LLC | 11.50% | Add +3.4% | 82,725,592 | $3.4B |
| Financial Engines Advisors L.L.C. | 6.82% | Add +4.0% | 81,103,330 | $3.3B |
| Wealthfront Advisers LLC | 6.40% | Add +1.4% | 50,625,307 | $2.1B |
| Corient Private Wealth LP | 1.41% | Add +87.0% | 21,751,417 | $894.4M |
| Creative Planning | 0.86% | Reduce -0.6% | 21,048,811 | $865.5M |
| Betterment LLC | 1.23% | Reduce -1.7% | 12,496,060 | $513.8M |
| HighTower Advisors, LLC | 0.62% | Add +3.1% | 10,156,561 | $417.6M |
| US Bancorp \de | 0.40% | Add +2515.1% | 7,494,147 | $308.2M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -3.6% | 6,587,210 | $270.9M |
| SCS Capital Management LLC | 4.63% | Reduce -4.5% | 5,582,635 | $229.6M |
| Mercer Global Advisors Inc. | 0.53% | Add +103.1% | 11,089,777 | $226.4M |
| Wealthspire Advisors, LLC | 2.07% | Add +0.9% | 4,959,791 | $203.9M |
| Morgan Stanley | 0.01% | Reduce -3.7% | 4,728,325 | $194.4M |
| Mariner, LLC | 0.33% | Reduce -0.8% | 4,518,971 | $185.9M |
| Wealth Enhancement Advisory Services, LLC | 0.36% | Reduce -1.3% | 4,096,236 | $168.4M |
| Orgel Wealth Management, LLC | 3.97% | Add +4.8% | 3,858,079 | $158.6M |
| Steele Capital Management, Inc. | 7.10% | Reduce -22.1% | 3,302,845 | $135.8M |
| McAdam, LLC | 7.57% | Add +3.1% | 3,282,371 | $135.0M |
| Bessemer Group Inc. | 0.22% | Reduce -0.5% | 3,194,063 | $131.3M |
| Cerity Partners LLC | 0.29% | Add +39.0% | 3,156,087 | $129.8M |
| Rebalance, LLC | 9.25% | Add +5.4% | 3,069,148 | $126.2M |
| Cresset Asset Management, LLC | 0.48% | Reduce -1.9% | 2,986,396 | $122.8M |
| Prime Capital Investment Advisors, LLC | 1.67% | Reduce -3.4% | 2,853,710 | $117.3M |
| Brandywine Oak Private Wealth LLC | 11.35% | Reduce -0.1% | 2,849,522 | $117.2M |
| Avantax Planning Partners, Inc. | 4.09% | Reduce -9.1% | 2,773,144 | $114.0M |
| Composition Wealth, LLC | 2.50% | Add +6.1% | 2,623,819 | $107.9M |
| FMR LLC | 0.01% | Add +0.4% | 2,581,012 | $106.1M |
| SageView Advisory Group, LLC | 5.39% | Reduce -12.1% | 2,580,957 | $106.1M |
| LPL Financial LLC | 0.05% | Add +3.6% | 2,478,983 | $101.9M |
| Fund Evaluation Group, LLC | 5.15% | Add +10.8% | 2,262,348 | $93.0M |
| Bank of America Corp. | 0.01% | Add +0.7% | 2,191,329 | $90.1M |
| Wells Fargo & Company | 0.02% | Add +6.2% | 2,153,122 | $88.5M |
| Truepoint, Inc. | 2.30% | Reduce -1.0% | 2,083,954 | $85.7M |
| Gemmer Asset Management LLC | 8.47% | Add +2.1% | 2,059,534 | $84.7M |
| JMG Financial Group, Ltd. | 2.88% | Add +3.4% | 2,048,246 | $84.2M |
| Benjamin Edwards Inc. | 1.18% | Add +8428.3% | 1,979,845 | $81.4M |
| Callan Capital, LLC | 5.67% | Reduce -3.6% | 1,973,445 | $81.1M |
| Moneta Group Investment Advisors LLC | 1.10% | Add +113.6% | 3,689,888 | $75.9M |
| UBS Group AG | 0.02% | Add +3.3% | 1,805,950 | $74.3M |
| Bluespring Wealth Management, LLC | 6.93% | Add +2.5% | 1,679,414 | $69.1M |
| Choreo, LLC | 0.99% | Reduce -2.3% | 1,770,151 | $67.3M |
| Charles Schwab Trust Co | 5.48% | Add +7.9% | 1,542,684 | $63.4M |
| Foster & Motley Inc. | 3.92% | Add +2.3% | 1,503,385 | $61.8M |
| Jones Financial Companies LLLP | 0.06% | Add +19.4% | 1,477,229 | $60.9M |
| Forvis Mazars Wealth Advisors, LLC | 1.30% | Reduce -1.8% | 1,377,490 | $56.6M |
| United Capital Financial Advisors, LLC | 0.46% | Reduce -2.0% | 1,348,604 | $55.5M |
| Financial Consulate, Inc. | 14.66% | Add +1.9% | 1,342,836 | $55.2M |
| Lake Street Advisors Group, LLC | 2.55% | Reduce -0.4% | 1,340,813 | $55.1M |
| Opus Capital Group, LLC | 6.29% | Add +10.2% | 1,223,688 | $50.3M |
| MML Investors Services, LLC | 0.18% | Add +0.6% | 1,204,561 | $49.5M |
| Evergreen Advisors, LLC | 13.66% | Add +2.5% | 1,202,788 | $49.5M |
| Riverpoint Wealth Management Holdings, LLC | 11.07% | Add +1.1% | 1,050,670 | $43.2M |
| Royal Bank of Canada | 0.01% | Add +0.8% | 1,036,759 | $42.6M |
| Osaic Holdings, Inc. | 0.10% | Reduce -1.3% | 1,035,942 | $42.6M |
| Cwm, LLC | 0.18% | Add +7.4% | 1,031,010 | $42.4M |
| Wooster Corthell Wealth Management, Inc. | 8.97% | Add +1.9% | 1,022,464 | $42.0M |
| Matrix Trust Co | 7.79% | Reduce -47.7% | 1,012,666 | $41.6M |
| Visionary Wealth Advisors | 2.50% | Reduce -2.0% | 1,000,381 | $41.1M |
| Focus Partners Wealth | 0.13% | Add +2.7% | 991,449 | $40.8M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +119.5% | 960,163 | $39.5M |
| Goelzer Investment Management, Inc. | 2.16% | Reduce -3.5% | 957,352 | $39.4M |
| Ameriprise Financial Inc. | 0.01% | Add +1.1% | 909,247 | $38.8M |
| Capital Advisors Inc. | 0.78% | Reduce -0.1% | 942,062 | $38.7M |
| Pittenger & Anderson Inc. | 1.32% | Add +0.9% | 859,592 | $35.3M |
| Commonwealth Equity Services, LLC | 0.05% | Add +85.3% | 856,498 | $35.2M |
| Summit Asset Management, LLC | 3.84% | Add +5.4% | 817,196 | $33.6M |
| Beacon Pointe Advisors, LLC | 0.38% | Reduce -8.6% | 809,664 | $33.3M |
| Segall Bryant & Hamill, LLC | 0.45% | New | 802,225 | $33.0M |
| Klingenstein Fields & Co. LP | 1.31% | Reduce -4.7% | 798,531 | $32.8M |
| Act Wealth Management, LLC | 14.54% | Add +2.5% | 797,627 | $32.8M |
| Avantax Advisory Services, Inc. | 0.21% | Add +9.9% | 785,385 | $32.3M |
| Leverty Financial Group, LLC | 17.39% | Add +0.0% | 773,916 | $31.8M |
| Pacific Sage Partners, LLC | 7.56% | Add +4.9% | 772,590 | $31.8M |
| Benchmark Financial Wealth Advisors, LLC | 10.51% | Add +4.7% | 766,371 | $31.5M |
| TruNorth Capital Management, LLC | 9.15% | Add +5.4% | 751,094 | $30.9M |
| Cetera Investment Advisers | 0.07% | Add +3.8% | 746,413 | $30.7M |
| Apriem Advisors | 3.52% | Reduce -8.4% | 732,066 | $30.1M |
| AE Wealth Management LLC | 0.27% | Add +143.4% | 728,115 | $29.9M |
| Krilogy Financial LLC | 1.95% | Reduce -5.6% | 689,756 | $28.4M |
| Avidian Wealth Enterprises, LLC | 1.24% | Add +3.2% | 661,381 | $27.2M |
| Ballast Advisors LLC | 8.38% | Reduce -1.9% | 659,324 | $27.1M |
| McIlrath & Eck, LLC | 3.46% | Add +17.8% | 654,026 | $26.9M |
| Captrust Financial Advisors | 0.08% | Add +50.5% | 652,368 | $26.8M |
| Oarsman Capital, Inc. | 4.86% | Add +21.7% | 638,648 | $26.3M |
| Courage Miller Partners, LLC | 8.70% | Add +0.5% | 629,308 | $25.9M |
| Pinkerton Wealth, LLC | 3.75% | Reduce -2.0% | 627,748 | $25.8M |
| MAI Capital Management | 0.25% | Reduce -0.2% | 626,346 | $25.8M |
| MorganRosel Wealth Management, LLC | 8.47% | Add +1.4% | 624,859 | $25.7M |
| Northwest Investment Counselors, LLC | 5.81% | Add +1.0% | 624,133 | $25.7M |
| BlueSky Wealth Advisors, LLC | 3.97% | Add +5.1% | 621,325 | $25.5M |
| Pure Portfolios Holdings LLC | 9.53% | — | 614,014 | $25.2M |
| HB Wealth Management, LLC | 0.27% | Reduce -4.8% | 611,491 | $25.1M |
| Boltwood Capital Management | 7.19% | Reduce -2.2% | 590,290 | $24.3M |
| GHP Investment Advisors, Inc. | 1.11% | Reduce -0.1% | 589,738 | $24.3M |
| Citizens Financial Group Inc. | 0.48% | Add +12.6% | 584,052 | $24.0M |
| HHM Wealth Advisors, LLC | 3.38% | Reduce -3.2% | 579,902 | $23.8M |
| Paradigm, Strategies in Wealth Management, LLC | 15.43% | Reduce -0.3% | 576,755 | $23.7M |
| Kavar Capital Partners Group, LLC | 3.74% | Add +1.7% | 574,809 | $23.6M |
| Summit Wealth & Retirement Planning, Inc. | 7.50% | Add +3.3% | 571,495 | $23.5M |
| Leavell Investment Management, Inc. | 1.16% | Add +0.5% | 566,738 | $23.3M |
| Red Tortoise LLC | 11.66% | Add +5.3% | 563,311 | $23.2M |
| Riversedge Advisors, LLC | 5.20% | Reduce -1.2% | 557,347 | $22.9M |
| Curi Capital, LLC | 0.50% | Add +0.8% | 536,197 | $22.0M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -7.7% | 532,317 | $21.9M |
| Denver PWM, LLC | 8.28% | Add +1.9% | 530,192 | $21.8M |
| Red Cedar Investment Management, LLC | 2.76% | Add +0.9% | 530,039 | $21.8M |
| Koesten, Hirschmann & Crabtree, INC. | 12.47% | Reduce -0.7% | 520,553 | $21.4M |
| Bangor Savings Bank | 2.00% | Add +0.6% | 515,849 | $21.2M |
| WealthShield Partners, LLC | 2.81% | Reduce -2.8% | 503,833 | $20.7M |
| Savant Capital, LLC | 0.17% | Add +5.5% | 499,434 | $20.5M |
| WealthPlan Investment Management, LLC | 2.07% | New | 498,096 | $20.5M |
| Johnson Investment Counsel Inc. | 0.19% | Add +3.0% | 475,626 | $19.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +6.4% | 456,172 | $18.8M |
| Peapack Gladstone Financial Corp. | 0.27% | Reduce -0.5% | 452,522 | $18.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.42% | Add +1.3% | 446,482 | $18.4M |
| Northeast Financial Group, Inc. | 6.96% | Add +8.6% | 439,545 | $18.1M |
| ZynergyRetirementPlanningLLC | 12.69% | Add +0.3% | 438,132 | $18.0M |
| Buckingham Capital Management, Inc. | 2.06% | Reduce -2.8% | 438,097 | $18.0M |
| Appleton Partners Inc. | 1.29% | Reduce -0.4% | 426,619 | $17.5M |
| RKL Wealth Management LLC | 1.58% | Reduce -1.8% | 425,301 | $17.5M |
| Revolve Wealth Partners, LLC | 2.67% | Add +2.8% | 424,880 | $17.5M |
| Alliance Wealth Management Group | 4.65% | Add +3.2% | 424,531 | $17.5M |
| Towercrest Capital Management | 2.81% | Add +3.2% | 424,531 | $17.5M |
| Valley National Advisers Inc. | 3.14% | Reduce -37.0% | 422,385 | $17.4M |
| Fort Vancouver Investment Management, LLC | 14.85% | Reduce -1.2% | 418,436 | $17.2M |
| Naples Global Advisors, LLC | 1.59% | Add +4.4% | 416,875 | $17.1M |
| Black Diamond Financial, LLC | 2.89% | Add +27.6% | 414,290 | $17.0M |
| Berger Financial Group, Inc | 1.23% | Reduce -2.2% | 413,264 | $17.0M |
| Stokes Family Office, LLC | 1.85% | Add +5.3% | 411,870 | $16.9M |
| Bush Investment Group, LLC | 13.43% | Add +1.0% | 408,544 | $16.8M |
| Park Avenue Securities LLC | 0.19% | Add +3.3% | 407,827 | $16.8M |
| Main Street Financial Solutions, LLC | 1.52% | Add +3.1% | 403,960 | $16.6M |
| North Star Asset Management Inc. | 0.74% | Reduce -0.8% | 402,872 | $16.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.3% | 401,008 | $16.5M |
| Sanctuary Advisors, LLC | 0.10% | Add +114.4% | 850,160 | $16.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.46% | Add +8.9% | 397,376 | $16.3M |
| Garde Capital, Inc. | 1.07% | Reduce -5.7% | 396,852 | $16.3M |
| World Investment Advisors | 0.51% | Reduce -20.0% | 391,159 | $16.1M |
| Berkshire Asset Management LLC | 0.81% | No change | 415,497 | $16.0M |
| Compound Planning, Inc. | 1.00% | Reduce -7.3% | 387,632 | $15.9M |
| Boyd Wealth Management, LLC | 8.07% | Add +3.8% | 387,281 | $15.9M |
| Financial Management Professionals, Inc. | 1.97% | Reduce -2.6% | 384,948 | $15.8M |
| Curbstone Financial Management Corp | 3.39% | Reduce -1.0% | 384,863 | $15.8M |
| Broadleaf Partners, LLC | 3.72% | Add +0.6% | 382,563 | $15.7M |
| FLC Capital Advisors | 3.61% | Add +1.4% | 380,214 | $15.6M |
| Planning Alternatives Ltd. | 2.34% | Reduce -2.3% | 373,172 | $15.3M |
| Creative Financial Designs Inc. | 1.25% | Add +9.1% | 361,837 | $14.9M |
| Essex LLC | 3.01% | Add +3.4% | 356,745 | $14.7M |
| FFT Wealth Management LLC | 1.11% | Add +98.1% | 355,590 | $14.6M |
| Schwerin Boyle Capital Management Inc. | 1.52% | No change | 353,250 | $14.5M |
| Legacy Private Trust Co. | 0.97% | Reduce -2.2% | 349,413 | $14.4M |
| Guardian Financial Partners, LLC | 8.85% | Reduce -0.4% | 344,236 | $14.2M |
| WBH Advisory Inc. | 1.33% | Add +2.9% | 341,370 | $14.0M |
| Marshall Financial Group Inc. | 4.16% | Add +1.9% | 335,150 | $13.8M |
| Myecfo, LLC | 7.44% | Reduce -1.6% | 334,050 | $13.7M |
| Wedmont Private Capital | 0.78% | Add +7.2% | 337,139 | $13.6M |
| Bristlecone Advisors, LLC | 1.09% | Reduce -2.7% | 329,923 | $13.6M |
| Hanson & Doremus Investment Management | 2.14% | Reduce -0.8% | 328,000 | $13.5M |
| Rosenberg Matthew Hamilton | 3.51% | Add +20.2% | 326,530 | $13.4M |
| Kickstand Ventures, Llc. | 3.42% | Add +8.1% | 326,016 | $13.4M |
| Waverly Advisors, LLC | 0.25% | Reduce -6.2% | 325,674 | $13.4M |
| Blue Barn Wealth, LLC | 6.85% | Add +4.9% | 324,398 | $13.3M |
| Libra Wealth LLC | 5.31% | Reduce -0.2% | 323,166 | $13.3M |
| Lido Advisors, LLC | 0.10% | Reduce -9.3% | 319,981 | $13.2M |
| Operose Advisors LLC | 4.23% | Add +22.2% | 317,971 | $13.1M |
| Fort Point Capital Partners LLC | 1.64% | Add +5.0% | 317,514 | $13.1M |
| Grey Ledge Advisors, LLC | 3.33% | Add +5.5% | 316,866 | $13.0M |
| Raymond James & Associates | 0.01% | Add +11.8% | 312,530 | $12.9M |
| CCG Wealth Management, LLC | 7.18% | Add +1.0% | 311,785 | $12.8M |
| Meridian Wealth Management, LLC | 0.62% | New | 308,352 | $12.7M |
| Armor Investment Advisors, LLC | 5.25% | Add +7.3% | 307,891 | $12.7M |
| Noble Family Wealth, LLC | 3.33% | Add +0.7% | 301,155 | $12.4M |
| SWS Partners | 3.81% | Add +1.6% | 290,925 | $12.0M |
| HBK Sorce Advisory LLC | 0.36% | Reduce -2.2% | 289,963 | $11.9M |
| Atria Investments, Inc | 0.15% | Add +5.1% | 289,113 | $11.9M |
| OneDigital Investment Advisors LLC | 0.13% | Reduce -12.4% | 278,399 | $11.4M |
| Patriot Investment Management Group, Inc. | 0.83% | Reduce -0.4% | 275,520 | $11.3M |
| Cranbrook Wealth Management, LLC | 2.57% | Reduce -1.1% | 274,170 | $11.3M |
| Cornerstone Wealth Advisors, Inc. | 3.13% | Add +5.2% | 273,518 | $11.2M |
| EP Wealth Advisors, LLC | 0.10% | Add +93.9% | 270,543 | $11.1M |
| Voisard Asset Management Group, Inc. | 4.60% | Add +16.5% | 268,285 | $11.0M |
| Bell Investment Advisors, Inc | 2.02% | Add +7.1% | 267,348 | $11.0M |
| Seneca Financial Advisors LLC | 5.32% | Add +6.3% | 266,147 | $10.9M |
| Brand Asset Management Group, Inc. | 4.28% | Reduce -2.3% | 265,954 | $10.9M |
| Sightline Wealth Advisors, LLC | 6.02% | Reduce -0.1% | 265,833 | $10.9M |
| Intergy Private Wealth, LLC | 4.15% | Add +4.0% | 265,203 | $10.9M |
| Brightwater Advisory LLC | 7.92% | Reduce -0.9% | 261,878 | $10.8M |
| Holistic Financial Partners | 5.13% | Add +2.3% | 259,133 | $10.7M |
| Tradition Wealth Management, LLC | 0.93% | Add +1.4% | 254,380 | $10.5M |
| Bogart Wealth, LLC | 0.49% | Reduce -9.5% | 253,388 | $10.4M |
| EWG Elevate Inc. | 4.14% | Add +17.6% | 250,793 | $10.3M |
| Christensen, King & Associates Investment Services, Inc. | 4.83% | Reduce -2.3% | 249,681 | $10.3M |
| Perigon Wealth Management, LLC | 0.27% | Reduce -59.0% | 245,532 | $10.1M |
| Creekside Partners | 5.20% | Add +0.3% | 244,769 | $10.1M |
| Hill Island Financial LLC | 3.04% | Add +0.2% | 244,509 | $10.1M |
| Gradient Capital Advisors, LLC | 3.32% | Reduce -0.6% | 244,117 | $10.0M |
| Signet Investment Advisory Group, Inc. | 5.02% | Add +2.1% | 243,792 | $10.0M |
| Nicholas Hoffman & Company, LLC. | 0.42% | Add +0.9% | 243,167 | $10.0M |
| Arbor Trust Wealth Advisors, LLC | 5.25% | No change | 257,716 | $10.0M |
| Certified Advisory Corp | 1.11% | Add +18.0% | 242,806 | $10.0M |
| Soltis Investment Advisors LLC | 0.97% | Reduce -14.4% | 241,299 | $9.9M |
| Almanack Investment Partners, LLC. | 1.54% | Reduce -0.9% | 239,100 | $9.8M |
| Freestate Advisors LLC | 10.16% | — | 237,460 | $9.8M |
| TPG Advisors LLC | 7.56% | Reduce -0.1% | 235,263 | $9.7M |
| Vision Capital Management, Inc. | 1.36% | Add +1.0% | 234,646 | $9.6M |
| FSM Wealth Advisors, LLC | 2.54% | Add +9.1% | 232,964 | $9.6M |
| Rwa Wealth Partners, LLC | 0.12% | Add +0.1% | 228,989 | $9.4M |
| Debussy Capital Management LP | 2.72% | Add +3.5% | 227,780 | $9.4M |
| NewEdge Advisors, LLC | 0.06% | Add +49.8% | 225,959 | $9.3M |
| Gleason Group, Inc. | 1.70% | Add +1.3% | 225,796 | $9.3M |
| Pallas Capital Advisors LLC | 0.40% | Add +125.1% | 468,099 | $9.2M |
| Powers Advisory Group, LLC | 4.58% | Add +2.6% | 223,159 | $9.2M |
| Capital Advantage, Inc. | 1.74% | Add +37.3% | 220,293 | $9.1M |
| Great Valley Advisor Group, Inc. | 0.22% | Reduce -9.4% | 217,899 | $9.0M |
| Power Wealth Management LLC | 3.81% | Add +16.1% | 216,935 | $8.9M |
| Invst, LLC | 1.07% | Reduce -14.1% | 215,479 | $8.9M |
| Capital Investment Counsel, LLC | 1.53% | Reduce -1.7% | 215,427 | $8.9M |
| McKinley Carter Wealth Services, Inc. | 0.53% | Reduce -0.4% | 215,019 | $8.8M |
| Dynamic Advisor Solutions LLC | 0.26% | Add +0.4% | 210,664 | $8.7M |
| Focus Financial Network, Inc. | 0.35% | Reduce -4.0% | 207,715 | $8.5M |
| Zhang Financial LLC | 0.54% | Add +0.2% | 207,680 | $8.5M |
| Kelman-Lazarov, Inc. | 1.47% | Reduce -0.1% | 207,411 | $8.5M |
| Quadrant Capital Group LLC | 0.59% | Add +1.0% | 206,740 | $8.5M |
| Bank Hapoalim BM | 1.34% | No change | 206,000 | $8.5M |
| IMA Advisory Services, Inc. | 1.83% | New | 204,261 | $8.4M |
| Sage Financial Management Group, Inc. | 3.23% | New | 202,868 | $8.3M |
| Lodestar Private Asset Management LLC | 1.04% | Reduce -2.6% | 199,480 | $8.2M |
| BCK Partners, Inc. | 3.91% | Add +0.7% | 199,290 | $8.2M |
| James J. Burns & Company, LLC | 1.48% | Add +3.2% | 199,189 | $8.2M |
| Jacobsen Capital Management | 3.45% | Reduce -0.8% | 199,110 | $8.2M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -14.0% | 197,591 | $8.1M |
| Kathmere Capital Management, LLC | 0.76% | Add +4.9% | 196,745 | $8.1M |
| Mission Wealth Management, LP | 0.20% | Reduce -0.5% | 196,024 | $8.1M |
| Chesapeake Wealth Management | 2.73% | Add +0.1% | 194,315 | $8.0M |
| CX Institutional | 0.35% | No change | 192,076 | $7.9M |
| Athena Investment Management | 4.49% | Add +1.6% | 191,480 | $7.9M |
| JFS Wealth Advisors, LLC | 0.53% | Reduce -2.2% | 190,952 | $7.9M |
| Compass Advisory Group LLC | 3.03% | Reduce -8.7% | 189,429 | $7.8M |
| Exencial Wealth Advisors, LLC | 0.28% | Reduce -3.3% | 188,660 | $7.8M |
| Brooklyn FI, LLC | 2.69% | Add +23.8% | 185,786 | $7.6M |
| Ascension Capital Advisors, Inc. | 3.50% | Add +3.0% | 182,588 | $7.5M |
| Elgethun Capital Management | 1.75% | Add +7.5% | 181,741 | $7.5M |
| Westover Capital Advisors, LLC | 1.43% | Add +144.9% | 181,174 | $7.4M |
| Parallel Advisors, LLC | 0.18% | Add +19.6% | 180,402 | $7.4M |
| Stratos Wealth Advisors, LLC | 0.34% | Reduce -0.4% | 179,051 | $7.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.20% | Add +2.9% | 177,510 | $7.3M |
| Blue Square Asset Management, LLC | 3.92% | Reduce -3.3% | 177,233 | $7.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.80% | Reduce -0.6% | 176,674 | $7.3M |
| Bartlett & Co. Wealth Management LLC | 0.10% | Reduce -3.5% | 171,439 | $7.0M |
| Mgo One Seven LLC | 0.30% | Add +549.7% | 169,307 | $7.0M |
| Wealth Architects, LLC | 0.78% | Reduce -3.9% | 167,225 | $6.9M |
| First National Corp. /Ma/ | 1.52% | Add +4.7% | 166,648 | $6.9M |
| BOK Financial Private Wealth, Inc. | 0.48% | Reduce -0.1% | 162,744 | $6.7M |
| Schwallier Wealth Management LLC | 4.76% | Add +7.6% | 161,799 | $6.7M |
| Kohmann Bosshard Financial Services, LLC | 0.82% | Add +1.5% | 161,149 | $6.6M |
| Roberts Wealth Advisors, LLC | 2.11% | Add +6.1% | 161,850 | $6.5M |
| Allworth Financial LP | 0.04% | Reduce -7.4% | 158,830 | $6.5M |
| Chilton Capital Management LLC | 0.27% | No change | 157,589 | $6.5M |
| Weinberger Asset Management, Inc | 2.75% | Add +4.8% | 157,103 | $6.5M |
| Roble, Belko & Company, Inc | 1.02% | Add +225.5% | 157,082 | $6.5M |
| SigFig Wealth Management, LLC | 0.23% | Add +4.2% | 236,606 | $6.4M |
| Valmark Advisers, Inc. | 0.10% | Add +5.7% | 154,484 | $6.4M |
| Thrive Wealth Management, LLC | 1.15% | Add +2.4% | 152,600 | $6.3M |
| Trinity Financial Advisors LLC | 2.80% | Reduce -2.1% | 176,334 | $6.3M |
| Hengehold Capital Management LLC | 0.59% | Reduce -7.6% | 152,212 | $6.3M |
| Axos Invest Inc. | 4.28% | — | 152,161 | $6.3M |
| Bailard, Inc. | 0.16% | Reduce -3.3% | 152,087 | $6.3M |
| Chicago Partners Investment Group LLC | 0.22% | Add +113.0% | 314,564 | $6.2M |
| RHS Financial, LLC | 3.11% | Add +4.2% | 150,129 | $6.2M |
| Rockbridge Investment Management, LCC | 0.80% | Reduce -9.8% | 150,128 | $6.2M |
| Newman Dignan & Sheerar, Inc. | 1.48% | Add +104.9% | 310,878 | $6.2M |
| Leeward Financial Partners, LLC | 2.32% | Add +1.6% | 149,632 | $6.2M |
| Summit Financial Strategies, Inc. | 0.69% | Reduce -2.7% | 148,610 | $6.1M |
| Wealth Management Resources, Inc. | 2.41% | Add +8.9% | 149,214 | $6.0M |
| Spectrum Asset Management, Inc. (NB/CA) | 2.53% | Reduce -1.2% | 145,679 | $6.0M |
| Firestone Capital Management | 1.49% | Reduce -8.3% | 144,097 | $5.9M |
| Pacific Capital Wealth Advisors, Inc. | 0.99% | Reduce -2.2% | 143,478 | $5.9M |
| Clearstead Advisors, LLC | 0.09% | Reduce -1.8% | 142,355 | $5.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.8% | 141,602 | $5.8M |
| Bishop & Co Investment Management, LLC | 2.20% | Add +0.2% | 140,731 | $5.8M |
| Cornerstone Advisors Asset Management, LLC | 1.28% | Add +1.2% | 140,418 | $5.8M |
| O'shaughnessy Asset Management, LLC | 0.05% | Reduce -2.9% | 282,698 | $5.7M |
| Valley Forge Investment Consultants Inc. Adv | 2.00% | Add +4.5% | 139,646 | $5.7M |
| Destination Wealth Management | 0.18% | Reduce -2.1% | 139,314 | $5.7M |
| Gill Capital Partners, LLC | 2.02% | Add +3.3% | 137,124 | $5.6M |
| Tudor Financial Inc. | 3.43% | — | 135,450 | $5.6M |
| Davis Capital Management | 4.38% | Add +7.0% | 134,553 | $5.5M |
| Modera Wealth Management, LLC | 0.07% | Reduce -3.1% | 134,121 | $5.5M |
| Bank of Montreal | 0.00% | Reduce -81.9% | 133,133 | $5.5M |
| Stonekeep Investments, LLC | 4.25% | Add +1.4% | 133,701 | $5.5M |
| Armbruster Capital Management, Inc. | 1.09% | Reduce -0.4% | 133,319 | $5.5M |
| DRW Securities, LLC | 0.30% | Add +93.5% | 132,335 | $5.4M |
| Farther Finance Advisors, LLC | 0.20% | Add +42.7% | 132,021 | $5.4M |
| Robbins Farley | 2.71% | Reduce -15.5% | 131,096 | $5.4M |
| Kathleen S. Wright Associates Inc. | 2.20% | Add +11.1% | 129,481 | $5.3M |
| Wade Financial Advisory, Inc | 1.79% | Reduce -4.0% | 129,028 | $5.3M |
| CRA Financial Services, LLC | 0.97% | Reduce -6.6% | 128,700 | $5.3M |
| Davis R M Inc. | 0.10% | Reduce -0.6% | 128,612 | $5.3M |
| Retirement Planning Group, LLC | 0.29% | Add +23.5% | 128,164 | $5.3M |
| AQR Capital Management | 0.01% | Add +28.3% | 128,164 | $5.3M |
| Waterford Advisors, LLC | 2.69% | Reduce -2.5% | 128,146 | $5.3M |
| Reston Wealth Management LLC | 1.85% | Add +5.1% | 124,606 | $5.1M |
| Breakwater Investment Management | 2.13% | Add +0.2% | 123,826 | $5.1M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +11.4% | 122,739 | $5.0M |
| Asset Allocation Strategies LLC | 1.43% | Add +455.7% | 122,492 | $5.0M |
| Northwest Capital Management Inc | 1.81% | Reduce -2.7% | 122,077 | $5.0M |
| Private Advisor Group, LLC | 0.03% | Reduce -8.7% | 121,036 | $5.0M |
| Leisure Capital Management | 2.09% | Reduce -4.0% | 118,721 | $4.9M |
| CW Advisors, LLC | 0.06% | Reduce -3.8% | 118,335 | $4.9M |
| Enclave Advisors LLC | 0.82% | — | 118,257 | $4.9M |
| Bond & Devick Financial Network, Inc. | 2.05% | Add +1.2% | 116,700 | $4.8M |
| Integrated Wealth Concepts LLC | 0.06% | Add +6.5% | 116,211 | $4.8M |
| Jane Street Group, LLC | 0.01% | Reduce -99.1% | 115,251 | $4.7M |
| IHT Wealth Management, LLC | 0.13% | Add +52.4% | 114,916 | $4.7M |
| Advisors Capital Management, LLC | 0.08% | Add +8.6% | 114,523 | $4.7M |
| Carmichael Hill & Associates, Inc. | 1.73% | Add +5.9% | 113,993 | $4.7M |
| Pitcairn Co. | 0.28% | No change | 113,175 | $4.7M |
| Alpha Omega Wealth Management LLC | 0.85% | Add +0.0% | 112,442 | $4.6M |
| Acropolis Investment Management, LLC | 0.27% | Reduce -0.1% | 111,944 | $4.6M |
| NBT Bank, N.A. | 0.31% | Reduce -1.1% | 110,414 | $4.5M |
| CGN Advisors LLC | 0.45% | Add +1.7% | 109,162 | $4.5M |
| Mill Creek Capital Advisors, LLC | 0.11% | Add +0.2% | 108,891 | $4.5M |
| Five Oceans Advisors | 2.13% | Reduce -5.9% | 108,061 | $4.4M |
| Fortis Capital Management LLC | 0.89% | Add +0.4% | 106,980 | $4.4M |
| Mutual Advisors, LLC | 0.13% | Add +93.7% | 221,329 | $4.4M |
| Orcam Financial Group | 4.21% | Add +0.3% | 105,731 | $4.3M |
| Barden Capital Management, Inc. | 3.77% | Add +4.7% | 104,331 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.4% | 103,963 | $4.3M |
| Upper Left Wealth Management, LLC | 3.72% | Reduce -3.0% | 104,259 | $4.3M |
| Citadel Advisors | 0.00% | Add +98.1% | 101,467 | $4.2M |
| Koshinski Asset Management, Inc. | 0.36% | Add +2.5% | 101,406 | $4.2M |
| Independent Solutions Wealth Management, LLC | 0.94% | Reduce -0.8% | 100,649 | $4.1M |
| Strategic Financial Planning, Inc. | 2.73% | Reduce -1.4% | 100,396 | $4.1M |
| LifePlan Investment Advisors, Inc. | 2.59% | Add +1.9% | 98,554 | $4.1M |
| Cambridge Financial Group, LLC | 1.68% | Add +0.8% | 98,460 | $4.0M |
| Quantum Capital Management, LLC / NJ | 0.42% | Reduce -0.9% | 98,297 | $4.0M |
| Avalon Advisory Group | 1.80% | No change | 96,614 | $4.0M |
| Warner Financial, Inc. | 1.75% | Add +4.7% | 96,218 | $4.0M |
| Curtis Advisory Group, LLC | 1.12% | Add +0.4% | 95,641 | $3.9M |
| AdvisorNet Financial, Inc | 0.29% | Add +4.8% | 95,289 | $3.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -92.2% | 95,080 | $3.9M |
| Old National Bancorp | 0.09% | No change | 94,420 | $3.9M |
| Milestone Investment Advisors LLC | 1.07% | Reduce -2.1% | 93,132 | $3.8M |
| CAP Partners, LLC | 2.86% | Add +26.1% | 93,103 | $3.8M |
| SeaCrest Wealth Management, LLC | 0.41% | Reduce -0.5% | 92,780 | $3.8M |
| RFG Advisory, LLC | 0.12% | Add +2.2% | 92,423 | $3.8M |
| Cherry Tree Wealth Management, LLC | 0.90% | Add +4.5% | 92,093 | $3.8M |
| Triad Wealth Partners, LLC | 2.00% | Reduce -19.8% | 91,251 | $3.8M |
| Signaturefd, LLC | 0.07% | Add +0.7% | 89,835 | $3.7M |
| Texas Yale Capital Corp. | 0.16% | Add +0.0% | 89,576 | $3.7M |
| Salem Investment Counselors Inc. | 0.11% | Reduce -2.4% | 88,188 | $3.6M |
| Beacon Wealthcare LLC | 1.46% | Add +0.8% | 88,043 | $3.6M |
| CVA Family Office, LLC | 0.59% | Reduce -2.8% | 87,982 | $3.6M |
| Argent Trust Co | 0.15% | Reduce -0.4% | 87,834 | $3.6M |
| Evergreen Capital Management LLC | 0.12% | Add +2.3% | 87,312 | $3.6M |
| Woodmont Investment Counsel LLC | 0.27% | Add +0.4% | 86,808 | $3.6M |
| Peak Financial Management, Inc. | 1.05% | Reduce -0.8% | 86,577 | $3.6M |
| Ancora Advisors LLC | 0.08% | Reduce -3.7% | 86,226 | $3.5M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +8.8% | 86,094 | $3.5M |
| White Pine Investment CO | 0.97% | Reduce -52.1% | 85,652 | $3.5M |
| Plum Street Advisors, LLC | 1.78% | Add +0.7% | 85,374 | $3.5M |
| Cambridge Capital Management, LLC | 2.30% | Add +2.1% | 84,931 | $3.5M |
| Von Berge Wealth Management Group, LLC | 2.15% | Add +86.3% | 177,706 | $3.5M |
| Dakota Wealth Management | 0.08% | Reduce -8.6% | 84,014 | $3.5M |
| Aire Advisors, LLC | 0.76% | Add +0.3% | 83,824 | $3.4M |
| Blair William & Co. | 0.01% | Reduce -5.4% | 83,499 | $3.4M |
| Diversified, LLC | 0.37% | Add +9.2% | 82,779 | $3.4M |
| Diversified Enterprises, LLC | 0.37% | — | 82,779 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Add +54.9% | 82,659 | $3.4M |
| Allen Capital Group, LLC | 0.43% | Add +3.6% | 82,231 | $3.4M |
| Foster Group, Inc. | 0.13% | Reduce -0.5% | 81,791 | $3.4M |
| Global Strategic Investment Solutions, LLC | 0.39% | Add +1.2% | 81,741 | $3.4M |
| Valicenti Advisory Services Inc. | 0.86% | Reduce -0.1% | 81,494 | $3.4M |
| Carolina Wealth Advisors, LLC | 1.69% | Reduce -2.7% | 80,664 | $3.3M |
| Ironwood Wealth Management, LLC. | 1.00% | Reduce -0.8% | 80,631 | $3.3M |
| Condor Capital Management | 0.30% | Reduce -0.9% | 80,229 | $3.3M |
| Beacon Bridge Wealth Partners, LLC | 1.41% | Add +109.3% | 80,025 | $3.3M |
| Diversify Wealth Management, LLC | 0.32% | Add +1215.3% | 166,964 | $3.3M |
| Carrera Capital Advisors | 0.80% | Add +4.2% | 79,325 | $3.3M |
| Nwam LLC | 0.20% | New | 78,950 | $3.2M |
| DHJJ Financial Advisors, Ltd. | 1.28% | Add +7.5% | 78,586 | $3.2M |
| Cahill Financial Advisors Inc. | 0.44% | Reduce -0.4% | 78,254 | $3.2M |
| Liberty Capital Management, Inc. | 0.71% | Add +0.6% | 78,116 | $3.2M |
| Axiom Advisory, LLC | 0.03% | Add +2.5% | 80,512 | $3.2M |
| Tempus Wealth Planning, LLC | 1.16% | Reduce -0.5% | 77,113 | $3.2M |
| Tortoise Investment Management, LLC | 0.33% | Reduce -7.7% | 76,917 | $3.2M |
| Avior Wealth Management, LLC | 0.13% | Reduce -8.2% | 76,452 | $3.1M |
| Long Island Wealth Management, Inc. | 2.03% | Add +5.7% | 75,167 | $3.1M |
| Ahl Investment Management, Inc. | 2.12% | Add +41.4% | 74,838 | $3.1M |
| Evensky & Katz LLC | 0.20% | Add +0.4% | 74,614 | $3.1M |
| 1900 Wealth Management LLC | 0.26% | Reduce -3.0% | 74,402 | $3.1M |
| Clearview Wealth Advisors LLC | 2.30% | Add +13.0% | 72,581 | $3.0M |
| FinDec Wealth Services, Inc. | 1.72% | Reduce -1.0% | 72,206 | $3.0M |
| Arvest Investments, Inc. | 0.44% | Add +25.1% | 71,315 | $2.9M |
| Pioneer Wealth Management Group | 1.40% | Reduce -8.2% | 71,191 | $2.9M |
| PrairieView Partners, LLC | 0.30% | Reduce -5.9% | 70,915 | $2.9M |
| American Financial Advisors, LLC | 0.40% | Add +0.5% | 70,869 | $2.9M |
| Freestone Capital Holdings, LLC | 0.10% | Add +4.3% | 70,806 | $2.9M |
| Waypoint Capital Advisors, LLC | 0.61% | Reduce -1.9% | 70,167 | $2.9M |
| Cape Investment Advisory, Inc. | 1.17% | Add +0.5% | 69,983 | $2.9M |
| ProVise Management Group, LLC | 0.23% | Reduce -9.6% | 69,669 | $2.9M |
| Port Capital LLC | 0.13% | No change | 69,600 | $2.9M |
| Pure Financial Advisors, LLC | 0.07% | Reduce -21.6% | 69,338 | $2.9M |
| Motive Wealth Advisors | 1.70% | No change | 73,460 | $2.8M |
| Arcataur Capital Management LLC | 0.95% | Reduce -0.3% | 68,629 | $2.8M |
| Facet Wealth, Inc. | 0.08% | Add +112.7% | 144,016 | $2.8M |
| Renaissance Technologies | 0.00% | New | 68,500 | $2.8M |
| Embree Financial Group | 0.50% | Reduce -1.1% | 67,996 | $2.8M |
| Caprock Group, LLC | 0.10% | Add +0.2% | 67,791 | $2.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.38% | Reduce -6.8% | 66,757 | $2.7M |
| Nelson Capital Management, LLC | 0.46% | Reduce -0.4% | 66,417 | $2.7M |
| D.B. Root & Company, LLC | 0.89% | Add +1.6% | 65,958 | $2.7M |
| Sand Hill Global Advisors, LLC | 0.11% | No change | 65,143 | $2.7M |
| Lifeworks Advisors, LLC | 0.52% | Add +463.4% | 64,784 | $2.7M |
| Strategic Financial Concepts, LLC | 0.83% | Reduce -97.4% | 63,668 | $2.6M |
| Bleakley Financial Group, LLC | 0.08% | Reduce -1.6% | 63,260 | $2.6M |
| Sheets Smith Wealth Management | 0.32% | Add +1.3% | 63,066 | $2.6M |
| MIdWestOne Financial Group, Inc. | 0.36% | Reduce -7.8% | 63,004 | $2.6M |
| Schneider Downs Wealth Management Advisors, LP | 0.53% | Reduce -1.6% | 62,834 | $2.6M |
| Howard Financial Services, LTD. | 0.37% | Reduce -5.6% | 62,443 | $2.6M |
| Certuity, LLC | 0.28% | Add +0.9% | 62,424 | $2.6M |
| Wealthspire Retirement, LLC | 0.21% | Reduce -10.5% | 62,415 | $2.6M |
| Omega Financial Group, LLC | 0.97% | Reduce -2.3% | 62,294 | $2.6M |
| Northern Trust Corp. | 0.00% | Reduce -27.3% | 62,021 | $2.6M |
| Owen LaRue, LLC | 1.35% | Reduce -28.7% | 61,669 | $2.5M |
| MADDEN SECURITIES Corp | 1.08% | Reduce -0.3% | 60,721 | $2.5M |
| TAP Consulting, LLC | 0.49% | Add +0.7% | 60,221 | $2.5M |
| Kades & Cheifetz LLC | 1.41% | Add +2.5% | 59,917 | $2.5M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.19% | Reduce -1.9% | 59,308 | $2.4M |
| AllSquare Wealth Management LLC | 1.37% | No change | 58,813 | $2.4M |
| Truist Financial Corp. | 0.00% | Add +10.3% | 58,390 | $2.4M |
| IFP Advisors, Inc | 0.09% | Add +15.2% | 57,688 | $2.4M |
| Townsquare Capital LLC | 0.03% | Reduce -1.6% | 57,651 | $2.4M |
| Elser Financial Planning, Inc | 3.42% | Add +0.8% | 57,390 | $2.4M |
| Seaside Wealth Management, Inc. | 0.89% | Reduce -3.7% | 57,084 | $2.3M |
| Johnson Bixby & Associates, LLC | 0.36% | Reduce -2.5% | 57,049 | $2.3M |
| Pinnacle Financial Partners Inc | 0.05% | Reduce -0.9% | 56,871 | $2.3M |
| Vise Technologies, Inc. | 0.30% | Add +27.6% | 56,573 | $2.3M |
| Marquette Asset Management, LLC | 0.37% | Reduce -0.0% | 56,346 | $2.3M |
| VERITY Wealth Advisors | 1.60% | Add +0.1% | 55,518 | $2.3M |
| LVW Advisors, LLC | 0.29% | Add +0.7% | 55,059 | $2.3M |
| Global Financial Private Client, LLC | 0.88% | No change | 55,016 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +24.4% | 54,519 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +24.4% | 54,519 | $2.2M |
| BSW Wealth Partners | 0.33% | Reduce -3.3% | 53,235 | $2.2M |
| Arcadia Investment Advisors LLC | 1.17% | Reduce -1.8% | 53,191 | $2.2M |
| Tenret Co LLC | 1.38% | No change | 53,171 | $2.2M |
| Burkett Financial Services, LLC | 0.90% | Reduce -0.8% | 53,115 | $2.2M |
| Roundview Capital LLC | 0.16% | Reduce -3.7% | 52,367 | $2.2M |
| Country Club Bank | 0.14% | Add +21.4% | 51,942 | $2.1M |
| Garrison Asset Management, LLC | 1.08% | Reduce -1.7% | 51,693 | $2.1M |
| Ami Investment Management Inc. | 0.71% | Reduce -1.4% | 51,365 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 50,425 | $2.1M |
| Blossom Wealth Management | 4.17% | Add +4.6% | 50,313 | $2.1M |
| Harbour Investments, Inc. | 0.06% | Add +6.8% | 49,890 | $2.1M |
| Clearwater Capital Advisors, LLC | 0.20% | Add +4.4% | 49,644 | $2.0M |
| St. Louis Trust Co | 0.29% | Add +0.9% | 49,283 | $2.0M |
| Jackson Creek Investment Advisors LLC | 0.60% | Reduce -2.4% | 49,186 | $2.0M |
| Grant Street Asset Management, Inc. | 0.58% | Add +4.2% | 48,334 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +4.3% | 48,130 | $2.0M |
| S&co Inc. | 0.13% | No change | 48,079 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -0.7% | 47,632 | $2.0M |
| Affinity Capital Advisors, LLC | 0.38% | Reduce -0.8% | 47,556 | $2.0M |
| Savvy Advisors, Inc. | 0.40% | Reduce -10.6% | 47,509 | $2.0M |
| Per Stirling Capital Management, LLC. | 0.27% | Add +11.8% | 47,319 | $1.9M |
| West Paces Advisors Inc. | 0.47% | Add +0.3% | 46,895 | $1.9M |
| Johnson Financial Group, LLC | 0.23% | No change | 46,834 | $1.9M |
| Whitcomb & Hess, Inc. | 0.57% | Reduce -9.5% | 46,646 | $1.9M |
| Apollon Wealth Management, LLC | 0.05% | Add +2.3% | 46,578 | $1.9M |
| Global Retirement Partners, LLC | 0.06% | Reduce -8.0% | 46,213 | $1.9M |
| Intelligence Driven Advisers, LLC | 0.27% | Add +0.8% | 46,150 | $1.9M |
| Horan Capital Advisors, LLC. | 0.63% | Add +1.9% | 46,095 | $1.9M |
| Strategic Family Wealth Counselors, L.L.C. | 0.65% | Add +0.0% | 45,262 | $1.9M |
| Blueprint Investment Partners LLC | 0.34% | Reduce -0.9% | 44,948 | $1.8M |
| RE Dickinson Investment Advisors, LLC | 1.04% | Reduce -0.9% | 44,878 | $1.8M |
| Passive Capital Management, LLC. | 0.64% | Reduce -4.1% | 44,851 | $1.8M |
| Csenge Advisory Group | 0.10% | Add +111.3% | 90,890 | $1.8M |
| Fiduciary Trust Co | 0.03% | No change | 44,502 | $1.8M |
| Lion Street Advisors, LLC | 0.62% | Reduce -20.5% | 43,596 | $1.8M |
| Awm Capital, LLC | 0.21% | No change | 43,276 | $1.8M |
| Wrenne Financial Planning LLC | 1.06% | Add +9.3% | 43,108 | $1.8M |
| Cambridge Advisors Inc. | 0.39% | Add +0.2% | 43,094 | $1.8M |
| Sunburst Financial Group, LLC | 0.45% | Reduce -3.0% | 43,065 | $1.8M |
| One Capital Management, LLC | 0.06% | Reduce -6.3% | 42,664 | $1.8M |
| Rappaport Reiches Capital Management, LLC | 0.46% | Add +28.2% | 42,291 | $1.7M |
| Tradewinds Capital Management, LLC | 0.46% | Add +37.6% | 41,753 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +38.8% | 41,168 | $1.7M |
| Lee Financial Co | 0.24% | Reduce -10.3% | 41,145 | $1.7M |
| Econ Financial Services Corp | 0.95% | Add +1.1% | 41,127 | $1.7M |
| Capital Advisors, Ltd. LLC | 0.21% | Reduce -10.6% | 40,508 | $1.7M |
| Geneos Wealth Management Inc. | 0.06% | Add +187.5% | 40,497 | $1.7M |
| C M Bidwell & Associates Ltd. | 1.01% | Add +6.4% | 39,996 | $1.6M |
| Redhawk Wealth Advisors, Inc. | 0.23% | Add +56.8% | 39,878 | $1.6M |
| FAS Wealth Partners, Inc. | 0.13% | Reduce -2.1% | 39,656 | $1.6M |
| Ellevest, Inc. | 0.09% | Reduce -1.1% | 39,459 | $1.6M |
| Private Capital Management, LLC | 0.18% | Add +2.0% | 39,040 | $1.6M |
| Keel Point, LLC | 0.13% | Reduce -2.8% | 39,009 | $1.6M |
| Stewardship Advisors, LLC | 0.45% | Reduce -10.3% | 38,979 | $1.6M |
| Aspen Investment Management Inc | 0.75% | Reduce -0.4% | 38,879 | $1.6M |
| Diversified Investment Strategies, LLC | 1.05% | No change | 38,784 | $1.6M |
| Kearns & Associates LLC | 1.05% | No change | 38,764 | $1.6M |
| Oak Family Advisors, LLC | 0.58% | Reduce -0.6% | 38,736 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.14% | No change | 38,461 | $1.6M |
| Garrison Point Advisors, LLC | 0.96% | Add +18.9% | 37,831 | $1.6M |
| Cassady Schiller Wealth Management, LLC | 0.57% | Add +0.2% | 37,623 | $1.5M |
| NorthRock Partners, LLC | 0.05% | Add +10.2% | 37,082 | $1.5M |
| Vanguard Group Inc. | 0.00% | Add +10.3% | 36,938 | $1.5M |
| Evanson Asset Management, LLC | 0.11% | Add +0.7% | 36,871 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +0.1% | 36,833 | $1.5M |
| Traction Financial Partners, LLC | 1.18% | Reduce -8.8% | 36,710 | $1.5M |
| Transform Wealth, LLC | 0.10% | Reduce -1.4% | 36,468 | $1.5M |
| CoreCap Advisors, LLC | 0.07% | New | 36,296 | $1.5M |
| REDW Wealth LLC | 0.38% | Add +1.3% | 36,237 | $1.5M |
| Code Waechter LLC | 1.41% | — | 36,084 | $1.5M |
| Koss-Olinger Consulting, LLC | 0.13% | Add +0.2% | 35,568 | $1.5M |
| Walter & Keenan Wealth Management LLC /in/ | 0.44% | Add +0.9% | 35,410 | $1.5M |
| Evermay Wealth Management LLC | 0.23% | Reduce -0.6% | 35,307 | $1.5M |
| Warwick Investment Management, Inc. | 0.34% | Add +2.5% | 35,300 | $1.5M |
| LGL Partners, LLC | 0.20% | Reduce -37.9% | 34,896 | $1.4M |
| Capasso Planning Partners LLC | 0.42% | Reduce -3.0% | 34,692 | $1.4M |
| Clark Asset Management, LLC | 0.31% | Add +42.9% | 34,619 | $1.4M |
| Asset Dedication, LLC | 0.10% | Add +3.7% | 34,469 | $1.4M |
| Spinnaker Investment Group, LLC | 0.35% | Reduce -5.2% | 34,421 | $1.4M |
| Elm Partners Management LLC | 0.10% | Add +0.0% | 68,530 | $1.4M |
| Greenhouse Wealth Management, LLC | 0.95% | Add +0.7% | 34,187 | $1.4M |
| FDx Advisors, Inc. | 0.38% | Reduce -0.4% | 34,123 | $1.4M |
| Dorsey & Whitney Trust CO LLC | 0.07% | No change | 34,066 | $1.4M |
| Brickley Wealth Management | 0.29% | Reduce -2.9% | 33,990 | $1.4M |
| Abacus Planning Group, Inc. | 0.25% | Reduce -1.1% | 33,982 | $1.4M |
| SevenBridge Financial Group, LLC | 0.27% | Add +87.3% | 70,799 | $1.4M |
| Sollinda Capital Management LLC | 0.39% | Add +1.0% | 33,505 | $1.4M |
| Cynosure Group, LLC | 0.20% | Reduce -1.9% | 33,466 | $1.4M |
| Great Waters Wealth Management | 0.18% | Add +0.8% | 33,077 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Reduce -1.3% | 33,022 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +19.3% | 65,816 | $1.4M |
| Klingman & Associates, LLC | 0.08% | Add +0.3% | 32,725 | $1.3M |
| Ieq Capital, LLC | 0.02% | Reduce -1.0% | 32,645 | $1.3M |
| Clayton Financial Group LLC | 0.50% | Add +31.4% | 32,268 | $1.3M |
| Evoke Wealth, LLC | 0.04% | New | 32,090 | $1.3M |
| Clay Northam Wealth Management, LLC | 0.90% | Add +3.4% | 31,924 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -13.8% | 31,814 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.9% | 31,726 | $1.3M |
| Valeo Financial Advisors, LLC | 0.04% | Add +35.6% | 31,573 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +46.0% | 31,584 | $1.3M |
| Fifth Third Securities, Inc. | 0.12% | Add +0.5% | 31,537 | $1.3M |
| Squarepoint Ops LLC | 0.00% | New | 31,422 | $1.3M |
| Cooper/Haims Advisors, LLC | 0.71% | Reduce -2.8% | 31,364 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.3% | 31,342 | $1.3M |
| Wilson & Boucher Capital Management, LLC | 0.88% | Add +0.0% | 31,114 | $1.3M |
| WealthPLAN Partners, LLC | 0.17% | Reduce -93.8% | 31,108 | $1.3M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -11.6% | 31,106 | $1.3M |
| TFO Wealth Partners, LLC | 0.24% | Add +0.6% | 31,105 | $1.3M |
| Apella Capital, LLC | 0.05% | Reduce -0.9% | 31,309 | $1.3M |
| Black Cypress Capital Management, LLC | 1.13% | Reduce -4.9% | 30,739 | $1.3M |
| Anchor Investment Management, LLC | 0.12% | Reduce -1.6% | 30,618 | $1.3M |
| Comerica Bank | 0.01% | Reduce -11.4% | 30,534 | $1.3M |
| Smallwood Wealth Investment Management, LLC | 0.89% | Reduce -0.2% | 30,488 | $1.3M |
| Safeguard Financial, LLC | 0.29% | Add +25.8% | 30,344 | $1.2M |
| Brown Advisory Inc. | 0.00% | Add +24.6% | 30,323 | $1.2M |
| Thompson Investment Management, Inc. | 0.18% | No change | 30,118 | $1.2M |
| SteelPeak Wealth, LLC | 0.05% | New | 30,104 | $1.2M |
| Manchester Financial Inc. | 0.27% | Reduce -8.0% | 29,785 | $1.2M |
| Windsor Advisory Group, LLC | 1.37% | New | 29,588 | $1.2M |
| Diversified Portfolios, Inc. | 0.13% | Add +64.7% | 29,508 | $1.2M |
| Intrua Financial, LLC | 0.20% | Add +0.7% | 29,329 | $1.2M |
| Altfest L J & Co. Inc. | 0.16% | Reduce -27.8% | 29,283 | $1.2M |
| QRG Capital Management, Inc. | 0.01% | Add +44.2% | 29,261 | $1.2M |
| Blackhawk Capital Partners, LLC | 0.64% | Add +0.4% | 29,247 | $1.2M |
| Bensler, LLC | 0.15% | Reduce -6.2% | 28,968 | $1.2M |
| Earned Wealth Advisors, LLC | 0.36% | Add +2.1% | 28,910 | $1.2M |
| Weaver Capital Management LLC | 0.36% | No change | 28,840 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Reduce -25.7% | 28,833 | $1.2M |
| Aptus Capital Advisors, LLC | 0.02% | Add +91.9% | 57,657 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Add +14.9% | 28,807 | $1.2M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.45% | Add +97.1% | 60,267 | $1.2M |
| Access Financial Services, Inc. | 0.54% | Reduce -2.3% | 28,741 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +7.8% | 28,370 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Add +14.0% | 28,158 | $1.2M |
| Fortress Wealth Management, Inc. | 0.58% | Reduce -2.9% | 28,145 | $1.2M |
| Rossmore Private Capital | 0.14% | No change | 28,047 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -3.7% | 28,112 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +26.6% | 27,790 | $1.1M |
| Watershed Private Wealth LLC | 0.45% | Reduce -5.5% | 27,692 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +2.9% | 27,605 | $1.1M |
| Alaska Wealth Advisors, LLC | 0.17% | Reduce -2.1% | 27,185 | $1.1M |
| Madison Wealth Partners, Inc | 0.33% | Add +21.2% | 27,144 | $1.1M |
| Sigma Investment Counselors Inc. | 0.07% | Reduce -1.1% | 26,999 | $1.1M |
| Gould Asset Management LLC | 0.24% | Reduce -10.3% | 26,900 | $1.1M |
| Fonville Wealth Management LLC | 0.38% | Reduce -1.1% | 26,883 | $1.1M |
| Procyon Advisors, LLC | 0.08% | Add +2.8% | 26,800 | $1.1M |
| Commerce Bank | 0.01% | No change | 26,720 | $1.1M |
| Kiley Juergens Wealth Management, LLC | 0.28% | Add +5.2% | 26,635 | $1.1M |
| American Investment Services, Inc. | 0.18% | Add +0.0% | 26,608 | $1.1M |
| Arkadios Wealth Advisors | 0.06% | Add +23.7% | 26,431 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +123.6% | 26,355 | $1.1M |
| Citigroup Inc. | 0.00% | Add +17.5% | 26,209 | $1.1M |
| Versant Capital Management, Inc | 0.25% | Reduce -0.7% | 26,180 | $1.1M |
| Abound Wealth Management | 0.36% | Reduce -5.4% | 26,152 | $1.1M |
| FineMark National Bank & Trust | 0.04% | Add +14.6% | 26,059 | $1.1M |
| Fairview Capital Investment Management, LLC | 0.06% | No change | 26,019 | $1.1M |
| Planned Solutions, Inc. | 0.43% | Add +11.9% | 25,996 | $1.1M |
| HRT Financial LP | 0.01% | Reduce -53.3% | 25,806 | $1.1M |
| Brighton Jones LLC | 0.04% | Reduce -67.7% | 25,797 | $1.1M |
| WT Wealth Management | 0.34% | Add +88.8% | 52,347 | $1.1M |
| Madden Advisory Services, Inc. | 0.48% | Reduce -5.8% | 25,580 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Add +22.6% | 25,448 | $1.0M |
| Flputnam Investment Management Co. | 0.02% | Reduce -2.0% | 25,168 | $1.0M |
| Jentner Corp | 0.32% | Reduce -0.5% | 25,149 | $1.0M |
| Flower City Capital | 0.60% | Reduce -2.7% | 25,020 | $1.0M |
| Cabot Wealth Management Inc. | 0.13% | Reduce -8.9% | 24,743 | $1.0M |
| Private Capital Management LLC | 0.18% | Reduce -22.9% | 23,993 | $987K |
| Brookstone Capital Management | 0.01% | Add +9.8% | 23,834 | $980K |
| Lewis Asset Management, LLC | 0.71% | Reduce -6.9% | 23,725 | $976K |
| Larson Financial Group LLC | 0.06% | Add +6.8% | 23,682 | $974K |
| Coppell Advisory Solutions LLC | 0.14% | Reduce -11.4% | 23,496 | $971K |
| Aspen Grove Capital, LLC | 0.21% | Reduce -4.1% | 23,491 | $966K |
| Strategic Investment Solutions, Inc. | 0.28% | Add +2.1% | 22,971 | $945K |
| Fifth Third Bancorp | 0.00% | Reduce -1.6% | 22,620 | $930K |
| Bridgewater Advisors Inc. | 0.10% | Add +97.5% | 46,900 | $928K |
| Quadcap Wealth Management, LLC | 0.14% | Add +2.9% | 22,503 | $925K |
| Geometric Wealth Advisors | 0.17% | Add +0.2% | 22,469 | $924K |
| Bfsg, LLC | 0.11% | Add +2.4% | 22,333 | $918K |
| Fagan Associates, Inc. | 0.15% | Add +0.3% | 22,316 | $918K |
| HC Advisors, LLC | 0.75% | Add +3.5% | 22,261 | $915K |
| LTG Capital LLC | 0.76% | Add +1.8% | 22,257 | $915K |
| Pinnacle Associates Ltd. | 0.02% | Add +27.8% | 24,261 | $897K |
| Investment Partners Asset Management, Inc. | 0.73% | Add +0.8% | 21,745 | $894K |
| Meeder Advisory Services, Inc. | 0.06% | Add +56.6% | 21,603 | $888K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.5% | 21,572 | $887K |
| Sigma Planning Corp | 0.03% | Reduce -4.5% | 21,468 | $883K |
| Red Door Wealth Management, LLC | 0.14% | Reduce -3.8% | 21,152 | $870K |
| SGL Investment Advisors, Inc. | 0.45% | — | 44,973 | $863K |
| Independent Advisor Alliance | 0.03% | Reduce -28.0% | 20,846 | $857K |
| Kings Path Partners LLC | 0.36% | Add +0.4% | 20,841 | $857K |
| Successful Portfolios LLC | 0.57% | Reduce -2.1% | 20,569 | $846K |
| Old Mission Capital LLC | 0.02% | New | 20,542 | $845K |
| Fielder Capital Group LLC | 0.28% | No change | 20,480 | $842K |
| Acorn Wealth Advisors, LLC | 0.36% | Reduce -14.2% | 20,356 | $837K |
| Ironwood Financial, llc | 0.18% | Reduce -1.2% | 20,345 | $837K |
| Primoris Wealth Advisors, LLC | 0.61% | Add +0.4% | 20,276 | $834K |
| Summit Trail Advisors, LLC | 0.02% | Add +39.0% | 20,204 | $831K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +9.7% | 20,035 | $824K |
| Sei Investments Co. | 0.00% | Add +18.6% | 19,962 | $821K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.44% | Reduce -8.5% | 19,832 | $816K |
| Cascade Financial Partners, LLC | 0.10% | Add +105.4% | 40,507 | $804K |
| Simon Quick Advisors, LLC | 0.05% | Reduce -23.9% | 19,544 | $804K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +38.3% | 19,444 | $800K |
| SOL Capital Management CO | 0.09% | Add +0.0% | 19,391 | $797K |
| AA Financial Advisors, LLC | 0.23% | No change | 19,327 | $795K |
| Vantage Financial Partners, LLC | 0.20% | Reduce -71.2% | 19,288 | $793K |
| Mayflower Financial Advisors, LLC | 0.12% | No change | 19,264 | $792K |
| Glass Jacobson Investment Advisors llc | 0.26% | Add +5.4% | 19,114 | $786K |
| Donaldson Capital Management, LLC | 0.03% | Reduce -13.4% | 19,025 | $782K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | No change | 18,853 | $775K |
| Villere St Denis J & Co. LLC | 0.06% | No change | 18,751 | $771K |
| Forum Financial Management, LP | 0.01% | Add +18.1% | 18,717 | $770K |
| Beaird Harris Wealth Management, LLC | 0.07% | Reduce -5.2% | 18,569 | $764K |
| Hardin Capital Partners, LLC | 0.43% | Reduce -2.7% | 18,786 | $758K |
| Twele Capital Management, Inc. | 0.16% | Reduce -0.7% | 18,431 | $758K |
| NDVR, Inc. | 0.78% | Add +3.8% | 18,312 | $757K |
| Ballentine Partners, LLC | 0.01% | No change | 18,383 | $756K |
| Cardiff Park Advisors, LLC | 0.07% | Add +2.5% | 18,184 | $748K |
| Biltmore Family Office, LLC | 0.13% | New | 18,094 | $744K |
| Emergent Wealth Advisors, LLC | 0.55% | Reduce -0.3% | 18,050 | $742K |
| Capital Planning LLC | 0.21% | Reduce -0.4% | 17,920 | $737K |
| Principal Securities, Inc. | 0.02% | Add +42.1% | 17,858 | $734K |
| Carnegie Investment Counsel | 0.02% | Add +1.9% | 17,784 | $731K |
| Stone Summit Wealth LLC | 0.24% | Reduce -1.1% | 17,778 | $731K |
| Harbour Investment Management LLC | 0.32% | No change | 17,777 | $731K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +92.1% | 17,706 | $728K |
| Tiaa Trust, National Association | 0.00% | Reduce -2.1% | 17,698 | $728K |
| Keybank National Association | 0.00% | Add +0.2% | 17,555 | $722K |
| Mather Group, Llc. | 0.01% | Reduce -0.9% | 17,459 | $718K |
| Front Row Advisors LLC | 0.26% | No change | 17,411 | $716K |
| Ritholtz Wealth Management | 0.02% | Add +31.7% | 17,377 | $715K |
| Elevation Wealth Partners, LLC | 0.31% | Add +4.8% | 17,347 | $713K |
| Shakespeare Wealth Management, LLC | 0.18% | No change | 17,199 | $707K |
| Arq Wealth Advisors, LLC | 0.27% | Add +34.2% | 17,288 | $705K |
| Pineridge Advisors LLC | 0.26% | Reduce -9.9% | 17,029 | $700K |
| Merriman Wealth Management, LLC | 0.03% | Reduce -7.2% | 16,976 | $698K |
| Roger Wittlin Investment Advisory, LLC | 0.40% | Add +0.9% | 16,955 | $697K |
| Diversified Trust Co. | 0.02% | Add +0.2% | 16,952 | $697K |
| Wolff Financial Management LLC | 0.19% | New | 16,904 | $695K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +55.3% | 16,847 | $693K |
| Crescent Sterling, Ltd. | 0.66% | Reduce -15.8% | 16,821 | $692K |
| Rehmann Capital Advisory Group | 0.04% | No change | 16,740 | $688K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +12.5% | 16,712 | $687K |
| IFG Advisory, LLC | 0.04% | Add +4.9% | 16,639 | $684K |
| CWA Asset Management Group, LLC | 0.04% | — | 16,492 | $678K |
| Coastwise Capital Group, LLC | 0.56% | Reduce -2.8% | 16,422 | $675K |
| Vista Capital Partners, Inc. | 0.08% | Add +5.0% | 16,402 | $674K |
| Accel Wealth Management | 0.25% | Add +6.0% | 16,385 | $674K |
| Market Street Wealth Management Advisors LLC | 0.11% | Reduce -1.0% | 16,295 | $670K |
| Integral Investment Advisors, Inc. | 0.18% | No change | 16,206 | $666K |
| Willis Johnson & Associates, Inc. | 0.05% | Reduce -14.3% | 16,055 | $660K |
| Monograph Wealth Advisors, LLC | 0.09% | No change | 16,028 | $659K |
| AAF Wealth Management, LLC | 0.33% | Reduce -1.6% | 16,019 | $659K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -49.4% | 15,899 | $654K |
| Heartwood Wealth Advisors LLC | 0.07% | Reduce -1.0% | 15,879 | $653K |
| Sawgrass Asset Management LLC | 0.07% | Add +29.1% | 15,817 | $650K |
| waypoint wealth counsel | 0.44% | Add +1.9% | 15,805 | $650K |
| Basepoint Wealth LLC | 0.48% | Add +4.5% | 15,740 | $647K |
| Arbor Capital Management Inc. | 0.61% | Add +46.9% | 15,642 | $641K |
| ETF Store, Inc. | 0.66% | Add +0.6% | 15,546 | $639K |
| Pflug Koory, LLC | 0.04% | — | 15,489 | $637K |
| Advisory Services Network, LLC | 0.01% | No change | 16,492 | $634K |
| Broadview Financial Management, LLC | 0.43% | Add +0.9% | 15,338 | $631K |
| Ranch Capital Advisors Inc. | 0.30% | Add +5.8% | 15,254 | $627K |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -4.4% | 15,230 | $626K |
| Ifrah Financial Services, Inc. | 0.17% | Reduce -2.9% | 15,211 | $625K |
| Mairs & Power Inc. | 0.01% | No change | 15,000 | $617K |
| Clarity Capital Advisors, LLC | 0.44% | Add +0.9% | 14,983 | $616K |
| Coldstream Capital Management Inc. | 0.01% | New | 14,901 | $612K |
| MBL Wealth, LLC | 0.07% | No change | 14,835 | $610K |
| Baldwin Investment Management, LLC | 0.08% | Add +6.5% | 14,807 | $609K |
| Pathway Financial Advisors LLC | 0.16% | No change | 14,744 | $606K |
| Total Clarity Wealth Management, Inc. | 0.19% | Reduce -4.6% | 14,730 | $606K |
| Strategic Advocates LLC | 0.22% | Reduce -34.6% | 14,711 | $605K |
| First Trust Direct Indexing L.P. | 0.03% | New | 14,673 | $603K |
| Legacy Bridge, LLC | 0.32% | Add +2.1% | 14,665 | $603K |
| My Personal CFO, LLC | 0.33% | Reduce -0.6% | 14,635 | $602K |
| Francis Financial, Inc. | 0.16% | Add +9.9% | 14,610 | $601K |
| Signature Resources Capital Management, LLC | 0.55% | Reduce -11.0% | 14,525 | $597K |
| RMR Wealth Builders | 0.06% | Add +3.0% | 14,504 | $596K |
| Sachem Hill LLC | 0.12% | No change | 14,486 | $596K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 14,484 | $596K |
| Seed Wealth Management, Inc. | 0.47% | No change | 14,402 | $592K |
| Quadrant Private Wealth Management, LLC | 0.15% | Add +149.0% | 14,366 | $591K |
| Level Four Advisory Services, LLC | 0.02% | Add +84.0% | 30,090 | $588K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Add +24.1% | 14,269 | $587K |
| Smith Salley Wealth Management | 0.04% | Add +12.2% | 14,249 | $586K |
| Acorn Financial Advisory Services Inc. | 0.10% | Add +9.7% | 14,214 | $584K |
| Sage Mountain Advisors LLC | 0.05% | No change | 14,000 | $576K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +37.7% | 13,980 | $575K |
| Oldfather Financial Services, LLC | 0.22% | Add +0.3% | 13,941 | $573K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +0.7% | 13,910 | $572K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -59.6% | 13,713 | $564K |
| Capital Analysts, LLC | 0.02% | Add +124.7% | 13,638 | $561K |
| TCI Wealth Advisors, Inc. | 0.05% | Reduce -20.2% | 13,627 | $560K |
| Clear Investment Research, LLC | 0.73% | Reduce -9.6% | 13,599 | $559K |
| LBMC Investment Advisors, LLC | 0.04% | Reduce -5.4% | 13,560 | $558K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.7% | 13,559 | $558K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +0.0% | 13,505 | $555K |
| Claro Advisors Inc. | 0.07% | Reduce -4.6% | 13,501 | $555K |
| FWG Investments, LLC. | 0.48% | New | 13,468 | $554K |
| Values Added Financial LLC | 0.35% | Add +1.4% | 13,456 | $553K |
| FMB Wealth Management | 0.31% | No change | 13,376 | $550K |
| Vishria Bird Financial Group, LLC | 0.21% | New | 13,366 | $550K |
| FF Advisors,LLC | 0.36% | Add +153.3% | 26,960 | $548K |
| Stockman Wealth Management, Inc. | 0.08% | Add +3.0% | 13,215 | $543K |
| Lloyd Advisory Services, LLC. | 0.26% | Add +136.5% | 13,159 | $541K |
| Consilium Wealth Advisory, LLC | 0.30% | Add +0.6% | 13,154 | $541K |
| Elios Financial Group Inc. | 0.25% | — | 13,070 | $537K |
| Financial Advocates Investment Management | 0.03% | Reduce -7.3% | 11,186 | $537K |
| Everhart Financial Group, Inc. | 0.12% | Add +0.2% | 13,016 | $535K |
| Valued Retirements, Inc. | 0.73% | Add +1.2% | 12,887 | $530K |
| Obsidian Cio, LLC | 0.11% | Add +0.1% | 12,852 | $528K |
| Revisor Wealth Management LLC | 0.33% | Reduce -2.1% | 12,835 | $528K |
| Northeast Financial Consultants Inc | 0.02% | New | 12,826 | $527K |
| Equitable Holdings, Inc. | 0.01% | Reduce -5.2% | 12,821 | $527K |
| Collective Family Office LLC | 0.14% | Reduce -19.9% | 12,820 | $527K |
| Western Wealth Management, LLC | 0.03% | New | 12,785 | $526K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -0.4% | 12,710 | $523K |
| Alpha Financial Partners LLC | 0.37% | New | 12,697 | $522K |
| Ehrlich Financial Group | 0.37% | No change | 12,697 | $522K |
| Stratos Investment Management, LLC | 0.04% | Add +71.6% | 12,685 | $522K |
| Weik Capital Management | 0.21% | Reduce -0.2% | 12,565 | $517K |
| Guardian Wealth Advisors, LLC | 0.32% | Add +1.7% | 12,551 | $516K |
| Fisher Asset Management | 0.00% | Reduce -47.3% | 12,517 | $515K |
| Wescott Financial Advisory Group, LLC | 0.05% | Add +0.7% | 12,427 | $511K |
| Centaurus Financial, Inc. | 0.03% | Add +4.8% | 12,354 | $508K |
| Becker Capital Management Inc. | 0.02% | Reduce -2.0% | 12,323 | $507K |
| Lyell Wealth Management, LP | 0.05% | No change | 12,205 | $502K |
| Horan Securities, Inc. | 0.19% | Add +90.4% | 12,184 | $501K |
| First Manhattan Co. Llc. | 0.00% | Reduce -3.2% | 12,118 | $498K |
| Cornerstone Wealth Group, LLC | 0.04% | Add +0.0% | 12,034 | $495K |
| Parkside Financial Bank & Trust | 0.07% | Add +36.3% | 12,031 | $495K |
| Smithbridge Asset Management Inc. | 0.08% | Reduce -0.6% | 11,888 | $489K |
| Maia Wealth LLC | 0.12% | Add +71.6% | 24,760 | $489K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +27.6% | 11,878 | $488K |
| Joule Financial, LLC | 0.18% | Add +5.9% | 11,786 | $485K |
| Portside Wealth Group, LLC | 0.08% | Reduce -16.8% | 11,782 | $484K |
| NewSquare Capital LLC | 0.04% | Add +923.9% | 11,744 | $483K |
| Palisade Asset Management, LLC | 0.05% | No change | 11,552 | $475K |
| Greenwood Gearhart LLC | 0.04% | Add +4.9% | 11,528 | $474K |
| Interchange Capital Partners, LLC | 0.17% | Add +4.0% | 11,497 | $473K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -6.4% | 11,397 | $469K |
| Granite Investment Partners, LLC | 0.02% | Reduce -3.7% | 11,386 | $468K |
| Regal Investment Advisors LLC | 0.03% | Add +5.3% | 11,343 | $466K |
| Mission Creek Capital Partners, Inc. | 0.11% | Reduce -1.8% | 11,327 | $466K |
| Rollins Financial Advisors, LLC | 0.08% | Add +35.4% | 11,324 | $466K |
| Paulson Wealth Management Inc. | 0.12% | Reduce -38.5% | 11,311 | $465K |
| Sentinel Pension Advisors, LLC | 0.09% | Add +0.4% | 11,308 | $465K |
| MBE Wealth Management, LLC | 0.26% | Add +0.3% | 11,301 | $465K |
| Cordant, Inc. | 0.24% | Add +8.8% | 11,299 | $465K |
| Three Bridge Wealth Advisors, LLC | 0.17% | Add +0.0% | 11,253 | $463K |
| Quantinno Capital Management LP | 0.01% | New | 11,203 | $461K |
| Luts & Greenleigh Group, Inc. | 0.44% | No change | 11,090 | $456K |
| Belpointe Asset Management LLC | 0.03% | Add +97.9% | 11,069 | $455K |
| Hurlow Wealth Management Group, Inc. | 0.14% | Add +4.2% | 10,990 | $452K |
| Morling Financial Advisors, LLC | 0.17% | Add +132.3% | 10,981 | $452K |
| Carlson Capital Management | 0.02% | Reduce -14.9% | 10,970 | $451K |
| ORBA Wealth Advisors, L.L.C. | 0.23% | Add +0.5% | 10,883 | $448K |
| BlackRock, Inc. | 0.00% | — | 10,870 | $447K |
| Bigelow Investment Advisors, LLC | 0.20% | Reduce -2.8% | 10,731 | $441K |
| MidAtlantic Capital Management, Inc. | 0.32% | Reduce -1.3% | 10,689 | $440K |
| MeadowBrook Investment Advisors LLC | 0.40% | No change | 10,659 | $438K |
| Washington Trust Advisors, Inc. | 0.04% | Reduce -12.8% | 10,614 | $436K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.3% | 10,555 | $434K |
| HUB Investment Partners, LLC | 0.02% | Reduce -7.8% | 10,540 | $433K |
| Bowman & Co S.C. | 0.23% | Reduce -0.3% | 10,440 | $429K |
| Fca Corp. | 0.13% | Reduce -36.1% | 10,438 | $429K |
| &partners | 0.01% | Add +73.5% | 10,529 | $428K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.1% | 10,409 | $428K |
| Werba Rubin Papier Wealth Management | 0.10% | No change | 10,336 | $425K |
| Key Financial Inc | 0.09% | No change | 10,298 | $423K |
| Silver Oak Advisory Group, Inc. | 0.22% | No change | 10,305 | $423K |
| Chatham Capital Group, Inc. | 0.07% | No change | 10,278 | $423K |
| Private Trust Co. NA | 0.04% | Reduce -10.8% | 10,255 | $422K |
| Blue Trust, Inc. | 0.01% | Add +118.2% | 10,915 | $419K |
| Brass Tax Wealth Management, Inc. | 0.09% | Add +3.5% | 10,197 | $419K |
| Proffitt & Goodson Inc. | 0.07% | No change | 10,190 | $419K |
| NorthCoast Asset Management LLC | 0.00% | Add +250.9% | 19,046 | $419K |
| Castle Wealth Management LLC | 0.17% | Reduce -3.2% | 10,174 | $418K |
| Birchbrook, Inc. | 0.23% | No change | 10,163 | $418K |
| Regions Financial Corp. | 0.00% | Add +58.1% | 10,153 | $417K |
| Westshore Wealth, LLC | 0.17% | Add +0.9% | 10,074 | $414K |
| Sabal Trust CO | 0.02% | No change | 10,040 | $413K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +15.3% | 10,011 | $412K |
| Stevens Capital Partners | 0.20% | Add +1.0% | 9,943 | $409K |
| Transcend Capital Advisors, LLC | 0.03% | Add +0.9% | 9,830 | $404K |
| Triton Financial Group Inc | 0.26% | No change | 9,785 | $402K |
| Sandy Spring Bank | 0.02% | Add +8.2% | 9,747 | $401K |
| Modus Advisors, LLC | 0.13% | Reduce -6.9% | 9,724 | $400K |
| StoneX Group Inc. | 0.03% | New | 9,693 | $399K |
| Jacobs & Co. | 0.04% | Add +76.8% | 9,681 | $398K |
| Great Lakes Advisors, LLC | 0.00% | Add +0.9% | 9,651 | $397K |
| Ironwood Investment Counsel, LLC | 0.07% | Reduce -12.9% | 9,646 | $397K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -27.6% | 9,643 | $397K |
| Marshall Financial Group, LLC | 0.09% | Add +0.7% | 9,638 | $396K |
| SIMA Wealth Partners, LLC | 0.34% | Add +0.5% | 9,630 | $396K |
| Keystone Wealth Services, LLC | 0.11% | Add +0.0% | 9,602 | $395K |
| CWC Advisors, LLC. | 0.39% | — | 9,597 | $395K |
| Goldstein Advisors, LLC | 0.06% | Add +4.7% | 9,515 | $391K |
| Adero Partners, LLC | 0.03% | Add +0.1% | 9,447 | $388K |
| Satovsky Asset Management LLC | 0.09% | Add +2.5% | 9,444 | $388K |
| GM Advisory Group, LLC | 0.02% | New | 9,400 | $387K |
| GTS Securities LLC | 0.01% | Add +4.1% | 9,393 | $386K |
| Creekmur Asset Management LLC | 0.09% | Add +0.1% | 9,320 | $383K |
| Well Done, LLC | 0.07% | No change | 9,305 | $383K |
| First Heartland Consultants, Inc. | 0.04% | New | 9,301 | $382K |
| Investment Advisory Group, LLC | 0.13% | Add +17.9% | 9,274 | $381K |
| Fiducient Advisors LLC | 0.04% | Add +0.9% | 9,249 | $380K |
| Cornerstone Planning Group LLC | 0.10% | Add +59.3% | 19,224 | $380K |
| Rede Wealth, LLC | 0.14% | No change | 9,176 | $377K |
| Haverford Trust Co | 0.00% | No change | 9,147 | $376K |
| New England Private Wealth Advisors LLC | 0.06% | Add +51.0% | 9,105 | $374K |
| Darrow Company, Inc. | 0.22% | Reduce -0.8% | 9,088 | $374K |
| PDS Planning, Inc | 0.03% | Add +43.2% | 9,066 | $373K |
| Everett Harris & Co. | 0.00% | Add +4.7% | 9,003 | $370K |
| Jim Saulnier & Associates, LLC | 0.36% | — | 8,995 | $370K |
| Summit Financial, LLC | 0.01% | New | 8,986 | $370K |
| PFG Advisors | 0.02% | Add +9.2% | 8,891 | $366K |
| Richardson Capital Management LLC | 0.25% | Reduce -0.1% | 8,792 | $362K |
| Family Investment Center, Inc. | 0.09% | Add +0.5% | 8,761 | $360K |
| Rock Point Advisors, LLC | 0.10% | Add +0.6% | 8,758 | $360K |
| Sterling Investment Management, LLC | 0.27% | Add +2.1% | 8,755 | $360K |
| Sachetta, LLC | 0.14% | Reduce -1.9% | 8,750 | $360K |
| 25 LLC | 0.16% | Add +2.3% | 8,732 | $359K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Add +0.2% | 8,701 | $358K |
| Simplicity Wealth,LLC | 0.03% | Reduce -86.5% | 8,658 | $356K |
| Mosaic Family Wealth Partners, LLC | 0.05% | No change | 8,600 | $354K |
| Integrated Investment Consultants, LLC | 0.08% | Reduce -27.7% | 8,581 | $353K |
| D.A. Davidson & Co. | 0.00% | New | 8,567 | $352K |
| Midwest Financial Group LLC | 0.20% | Add +1.2% | 8,493 | $349K |
| Members Trust Co | 0.01% | Reduce -20.0% | 8,300 | $341K |
| Founders Financial Securities LLC | 0.03% | Reduce -25.7% | 8,278 | $340K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.8% | 8,257 | $340K |
| AMG National Trust Bank | 0.01% | No change | 8,235 | $339K |
| Keystone Financial Group | 0.04% | New | 8,100 | $333K |
| Essex Bank | 0.08% | Add +12.6% | 7,982 | $328K |
| Stephenson & Company, Inc. | 0.22% | No change | 7,962 | $327K |
| Linscomb Wealth, Inc. | 0.02% | Add +0.0% | 7,953 | $327K |
| Accredited Investors Inc. | 0.02% | Add +17.1% | 7,937 | $326K |
| Empirical Asset Management, LLC | 0.12% | Reduce -0.2% | 7,936 | $326K |
| Beacon Capital Management, LLC | 0.05% | Add +201.7% | 7,934 | $326K |
| Smart Portfolios, LLC | 0.33% | No change | 7,910 | $325K |
| Tiemann Investment Advisors, LLC | 0.14% | No change | 7,873 | $324K |
| Fiduciary Group, LLC | 0.03% | Reduce -45.9% | 7,865 | $323K |
| Nicolet Bankshares Inc. | 0.06% | Reduce -14.1% | 7,821 | $322K |
| Heritage Investors Management Corp. | 0.01% | New | 7,775 | $320K |
| Crewe Advisors LLC | 0.04% | Add +0.9% | 7,761 | $319K |
| Advisory Alpha, LLC | 0.01% | Reduce -14.9% | 7,676 | $316K |
| True North Advisors, LLC | 0.08% | Add +0.3% | 7,643 | $314K |
| Colorado Capital Management, Inc. | 0.15% | Add +4.7% | 7,643 | $314K |
| VCI Wealth Management LLC | 0.14% | Reduce -98.4% | 7,537 | $310K |
| HCR Wealth Advisors | 0.04% | No change | 7,514 | $309K |
| Northwest Wealth Management, LLC | 0.07% | No change | 7,392 | $304K |
| J. L. Bainbridge & Co., Inc. | 0.03% | New | 7,369 | $303K |
| Pegasus Partners Ltd. | 0.03% | No change | 7,337 | $302K |
| CreativeOne Wealth, LLC | 0.01% | Add +11.6% | 7,300 | $300K |
| Uptick Partners, LLC | 0.13% | Reduce -6.0% | 7,269 | $299K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -2.0% | 7,242 | $298K |
| Twelve Points Wealth Management LLC | 0.09% | No change | 7,230 | $297K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -5.3% | 7,206 | $296K |
| Moneco Advisors, LLC | 0.04% | Add +0.5% | 7,192 | $296K |
| SRH Advisors, LLC | 0.09% | Reduce -9.4% | 7,183 | $295K |
| Journey Strategic Wealth LLC | 0.01% | New | 7,121 | $293K |
| Laurel Wealth Advisors LLC | 0.05% | Add +0.3% | 7,119 | $293K |
| Builder Investment Group Inc. | 0.08% | Add +0.0% | 7,059 | $290K |
| Secured Retirement Advisors, LLC | 0.21% | New | 7,052 | $290K |
| Mayfair Advisory Group, LLC | 0.18% | No change | 7,107 | $289K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -6.2% | 7,020 | $289K |
| Moneywise, Inc. | 0.14% | Reduce -4.6% | 6,966 | $286K |
| Signal Advisors Wealth, LLC | 0.04% | New | 6,937 | $285K |
| Patten & Patten Inc. | 0.02% | Add +3.0% | 6,909 | $284K |
| Avity Investment Management Inc. | 0.02% | No change | 6,900 | $284K |
| BLB&B Advisors, LLC | 0.01% | New | 6,859 | $282K |
| Bank of Hawaii | 0.01% | Reduce -10.7% | 6,845 | $281K |
| MCF Advisors LLC | 0.02% | Reduce -3.4% | 6,829 | $281K |
| Glenmede Trust Co. NA | 0.00% | No change | 6,823 | $281K |
| White Lighthouse Investment Management Inc. | 0.05% | Add +1.5% | 6,783 | $279K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 6,763 | $278K |
| Lathrop Investment Management Co. | 0.05% | Reduce -2.0% | 6,726 | $277K |
| Jacobi Capital Management LLC | 0.02% | No change | 6,708 | $276K |
| Sage Rhino Capital LLC | 0.06% | Add +0.9% | 6,704 | $276K |
| Mayport, LLC | 0.09% | No change | 6,668 | $274K |
| Merit Financial Group, LLC | 0.01% | Reduce -1.4% | 6,665 | $274K |
| Shearwater Capital LLC | 0.19% | No change | 6,665 | $274K |
| Boston Trust Walden Corp | 0.00% | No change | 6,636 | $273K |
| IRON Financial LLC | 0.15% | Reduce -0.3% | 6,606 | $272K |
| BOS Asset Management, LLC | 0.10% | No change | 6,583 | $271K |
| Mengis Capital Management, Inc. | 0.05% | Reduce -4.7% | 6,503 | $267K |
| YHB Investment Advisors, Inc. | 0.02% | Add +1.3% | 6,460 | $266K |
| Tenon Financial LLC | 0.18% | New | 6,449 | $265K |
| Brio Consultants, LLC | 0.04% | No change | 6,449 | $265K |
| Hutchens & Kramer Investment Management Group, LLC | 0.15% | Add +3.0% | 6,467 | $264K |
| Family Firm, Inc. | 0.06% | Reduce -7.6% | 6,417 | $264K |
| Raymond James Trust N.A. | 0.01% | New | 6,342 | $261K |
| PFG Investments, LLC | 0.02% | New | 6,341 | $261K |
| Austin Private Wealth, LLC | 0.03% | Add +11.6% | 6,319 | $260K |
| Vernal Point Advisors, LLC | 0.20% | No change | 6,310 | $259K |
| Plancorp, LLC | 0.01% | Add +15.2% | 6,277 | $258K |
| Advisor OS, LLC | 0.03% | Reduce -10.0% | 6,250 | $257K |
| Astoria Portfolio Advisors LLC. | 0.09% | Add +100.7% | 12,676 | $257K |
| Macroview Investment Management LLC | 0.25% | Reduce -0.3% | 6,242 | $257K |
| Hutchinson Capital Management | 0.05% | No change | 6,242 | $257K |
| Lantern Wealth Advisors, LLC | 0.18% | Add +0.0% | 6,240 | $257K |
| Calamos Advisors LLC | 0.00% | New | 6,238 | $256K |
| Ciovacco Capital Management LLC | 0.15% | New | 6,201 | $255K |
| Hartline Investment Corp./ | 0.03% | No change | 6,185 | $254K |
| Lavaca Capital LLC | 0.12% | New | 6,162 | $253K |
| Sage Financial Group Inc. | 0.02% | Reduce -5.0% | 6,089 | $250K |
| Lesa Sroufe & Co | 0.23% | Add +1.6% | 6,077 | $250K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +0.4% | 6,045 | $249K |
| Signet Financial Management, LLC | 0.03% | Reduce -4.3% | 5,987 | $246K |
| Peak Asset Management, LLC | 0.05% | No change | 5,977 | $246K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.2% | 5,946 | $244K |
| IronBridge Private Wealth, LLC | 0.09% | No change | 5,935 | $244K |
| Everstar Asset Management, LLC | 0.17% | — | 5,922 | $244K |
| LJI Wealth Management, LLC | 0.05% | Add +0.5% | 5,860 | $241K |
| Global Wealth Strategies & Associates | 0.08% | Add +1062.3% | 5,835 | $240K |
| Paragon Capital Management Ltd | 0.05% | No change | 5,831 | $240K |
| RBA Wealth Management, LLC | 0.09% | Reduce -0.3% | 5,799 | $238K |
| Index Fund Advisors, Inc. | 0.01% | Reduce -3.1% | 5,796 | $238K |
| Waterfront Wealth Inc. | 0.06% | Add +100.0% | 12,048 | $238K |
| Clarity Financial LLC | 0.03% | New | 5,780 | $238K |
| Scott Capital Advisors, LLC | 0.07% | Reduce -0.6% | 5,773 | $237K |
| Waterloo Capital, L.P. | 0.03% | Reduce -8.7% | 5,766 | $237K |
| Regimen Wealth, LLC | 0.08% | Add +1.8% | 5,756 | $237K |
| First Foundation Advisors | 0.01% | No change | 5,747 | $236K |
| Robinswood Financial LLC | 0.09% | No change | 5,727 | $235K |
| Lakeridge Wealth Management LLC | 0.13% | No change | 5,726 | $235K |
| Evolution Advisers, Inc. | 0.13% | Reduce -2.3% | 5,668 | $233K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -12.8% | 5,643 | $232K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.3% | 5,605 | $231K |
| Elevated Capital Advisors, LLC | 0.06% | New | 5,599 | $230K |
| Balanced Wealth Group LLC | 0.10% | No change | 5,565 | $229K |
| Forza Wealth Management, LLC | 0.10% | No change | 5,563 | $229K |
| Morton Brown Family Wealth, LLC | 0.08% | No change | 5,519 | $227K |
| Cobblestone Capital Advisors LLC | 0.01% | No change | 5,428 | $223K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 5,423 | $223K |
| Wedbush Securities Inc. | 0.01% | Reduce -9.5% | 5,412 | $223K |
| Radnor Capital Management, LLC | 0.03% | New | 5,384 | $221K |
| Smith Anglin Financial, LLC | 0.02% | New | 5,347 | $220K |
| Joseph P. Lucia & Associates, LLC | 0.10% | Reduce -4.4% | 5,337 | $219K |
| Morris Financial Concepts, Inc. | 0.09% | Reduce -0.6% | 5,301 | $218K |
| Arkansas Financial Group, Inc. | 0.04% | New | 5,266 | $217K |
| Gries Financial LLC | 0.04% | New | 5,244 | $216K |
| Planning Center, Inc. | 0.03% | New | 5,219 | $215K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 5,184 | $213K |
| Crestwood Advisors Group, LLC | 0.00% | New | 5,168 | $213K |
| Accelerate Investment Advisors LLC | 0.21% | — | 5,155 | $212K |
| Blue Zone Wealth Advisors, LLC | 0.07% | New | 5,154 | $212K |
| Eagle Strategies LLC | 0.04% | New | 5,145 | $212K |
| Annex Advisory Services, LLC | 0.01% | New | 5,141 | $211K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 5,123 | $211K |
| Meridian Financial Advisors, LLC | 0.14% | New | 5,121 | $211K |
| Spire Wealth Management | 0.01% | Reduce -20.4% | 5,111 | $210K |
| Bellwether Advisors, LLC | 0.04% | New | 5,075 | $209K |
| Northwest Quadrant Wealth Management, LLC | 0.05% | New | 5,062 | $208K |
| Trust Co. of Vermont | 0.01% | No change | 5,047 | $208K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +2.4% | 5,005 | $206K |
| Ironsides Asset Advisors, LLC | 0.06% | New | 5,000 | $206K |
| SignalPoint Asset Management, LLC | 0.05% | New | 4,944 | $204K |
| Tocqueville Asset Management L.P. | 0.00% | New | 4,961 | $204K |
| Capital Asset Advisory Services LLC | 0.01% | New | 5,040 | $203K |
| Hillcrest Wealth Advisors - NY, LLC | 0.10% | New | 4,947 | $203K |
| Westmount Partners, LLC | 0.06% | New | 4,937 | $203K |
| Pegasus Asset Management, Inc. | 0.06% | New | 4,899 | $201K |
| Panoramic Investment Advisors, LLC | 0.14% | — | 4,893 | $201K |
| Marietta Investment Partners LLC | 0.04% | New | 4,892 | $201K |
| Burt Wealth Advisors | 0.05% | New | 4,891 | $201K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -18.0% | 4,867 | $201K |
| Rothschild Wealth LLC | 0.06% | New | 4,878 | $201K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 4,872 | $200K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -2.0% | 4,503 | $185K |
| Hexagon Capital Partners LLC | 0.03% | Reduce -1.6% | 4,278 | $176K |
| Colonial Trust Co / SC | 0.03% | No change | 4,258 | $175K |
| TFC Financial Management, Inc. | 0.03% | No change | 4,251 | $175K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -1.1% | 4,247 | $175K |
| Urban Financial Advisory Corp | 0.10% | New | 4,241 | $174K |
| Rothschild Investment LLC | 0.01% | Add +204.7% | 4,128 | $170K |
| Carolinas Wealth Consulting LLC | 0.03% | Reduce -7.3% | 4,044 | $166K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | Reduce -0.1% | 3,967 | $163K |
| SouthState Bank Corp | 0.01% | Add +45.7% | 3,811 | $157K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,801 | $156K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 3,784 | $156K |
| Ogorek Anthony Joseph /NY/ | 0.05% | Add +0.9% | 3,692 | $151K |
| IAG Wealth Partners, LLC | 0.03% | No change | 3,651 | $150K |
| Phillips Financial Management, LLC | 0.01% | Add +0.4% | 3,647 | $150K |
| Headlands Technologies LLC | 0.02% | Add +184.0% | 3,524 | $145K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -3.4% | 3,333 | $137K |
| Ridgewood Investments LLC | 0.07% | No change | 3,328 | $137K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.21% | Reduce -58.5% | 3,290 | $135K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 3,266 | $134K |
| WFA of San Diego, LLC | 0.11% | Reduce -5.9% | 3,189 | $131K |
| Investors Research Corp | 0.03% | Add +5.5% | 3,157 | $130K |
| Clear Point Advisors Inc. | 0.10% | Add +0.6% | 3,145 | $129K |
| Continuum Advisory, LLC | 0.02% | Reduce -17.9% | 6,696 | $128K |
| Cutler Capital Management, LLC | 0.05% | No change | 3,000 | $123K |
| Caldwell Trust Co | 0.01% | No change | 2,922 | $120K |
| EPG Wealth Management LLC | 0.03% | Add +0.0% | 2,902 | $119K |
| WASHINGTON TRUST Co | 0.00% | Reduce -15.3% | 2,813 | $116K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -0.4% | 2,741 | $113K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,731 | $112K |
| Dunhill Financial, LLC | 0.06% | Reduce -2.8% | 2,669 | $110K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 2,618 | $108K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Reduce -7.5% | 2,539 | $105K |
| GeoWealth Management, LLC | 0.00% | New | 2,347 | $97K |
| CENTRAL TRUST Co | 0.00% | No change | 2,318 | $95K |
| Guardian Wealth Management, Inc. | 0.07% | Reduce -15.8% | 2,288 | $94K |
| Authentikos Wealth Advisory, LLC | 0.09% | New | 2,155 | $89K |
| Lowe Wealth Advisors, LLC | 0.04% | No change | 2,138 | $88K |
| Smithfield Trust Co | 0.00% | No change | 2,116 | $87K |
| Fairman Group, LLC | 0.08% | Add +0.9% | 2,115 | $87K |
| Bokf, NA | 0.00% | Add +184.7% | 2,104 | $85K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +2.2% | 2,061 | $85K |
| Studio Investment Management LLC | 0.02% | New | 2,022 | $83K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 2,019 | $83K |
| Avion Wealth | 0.02% | No change | 1,960 | $80K |
| Glassman Wealth Services | 0.01% | No change | 1,940 | $80K |
| Painted Porch Advisors LLC | 0.04% | Add +16.6% | 1,906 | $78K |
| West Financial Advisors, LLC | 0.02% | No change | 1,904 | $78K |
| Balentine LLC | 0.00% | No change | 1,889 | $78K |
| Castleview Partners, LLC | 0.04% | Add +25.6% | 1,869 | $77K |
| Hoey Investments, Inc. | 0.01% | No change | 1,987 | $76K |
| New Potomac Partners, LLC | 0.04% | New | 1,825 | $75K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,809 | $74K |
| Howe & Rusling Inc. | 0.01% | Reduce -63.3% | 1,799 | $74K |
| Raffa Wealth Management, LLC | 0.02% | No change | 1,757 | $72K |
| WealthCollab, LLC | 0.05% | Add +0.2% | 1,754 | $72K |
| Future Financial Wealth Managment LLC | 0.05% | New | 1,754 | $72K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -6.7% | 1,733 | $71K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 1,674 | $69K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,655 | $68K |
| JDM Financial Group LLC | 0.04% | No change | 1,640 | $67K |
| EnRich Financial Partners LLC | 0.02% | Add +3.3% | 1,562 | $64K |
| National Bank of Canada | 0.00% | Add +44.3% | 3,103 | $64K |
| Perritt Capital Management Inc | 0.03% | Reduce -13.3% | 1,530 | $63K |
| First Personal Financial Services | 0.01% | New | 1,512 | $62K |
| Gables Capital Management Inc. | 0.03% | New | 2,961 | $61K |
| Friedenthal Financial | 0.04% | Add +1.9% | 1,480 | $61K |
| Highline Wealth Partners LLC | 0.02% | Add +4.4% | 1,354 | $56K |
| West Branch Capital LLC | 0.02% | Add +1919.4% | 1,353 | $56K |
| Tidemark, LLC | 0.02% | Add +0.1% | 1,294 | $53K |
| GAMMA Investing LLC | 0.01% | New | 1,271 | $52K |
| Hantz Financial Services, Inc. | 0.00% | Add +5125.0% | 1,254 | $52K |
| Abich Financial Wealth Management LLC | 0.11% | Add +134.1% | 1,229 | $51K |
| TD Capital Management LLC | 0.00% | Add +0.9% | 1,086 | $45K |
| Caitlin John, LLC | 0.03% | Add +99.7% | 2,247 | $43K |
| Main Street Group, LTD | 0.02% | No change | 1,046 | $43K |
| Rice Partnership, LLC | 0.01% | Add +1341.2% | 980 | $40K |
| Hollencrest Capital Management | 0.00% | Reduce -13.6% | 965 | $40K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 953 | $39K |
| Transcendent Capital Group LLC | 0.02% | Reduce -11.1% | 919 | $38K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 905 | $37K |
| Assetmark, Inc. | 0.00% | Add +37.9% | 898 | $37K |
| Center for Financial Planning, Inc. | 0.00% | Add +4.7% | 887 | $36K |
| Wagner Wealth Management, LLC | 0.01% | Add +15.1% | 829 | $34K |
| Aspect Partners, LLC | 0.02% | Add +39.4% | 793 | $33K |
| Jamison Private Wealth Management, Inc. | 0.00% | Reduce -7.1% | 772 | $32K |
| WR Wealth Planners, LLC | 0.01% | New | 749 | $31K |
| Game Plan Financial Advisors, LLC | 0.02% | Add +0.7% | 710 | $29K |
| UMB Bank, n.a. | 0.00% | Reduce -71.0% | 700 | $29K |
| Founders Financial Alliance, LLC | 0.01% | Add +5.1% | 697 | $29K |
| St Germain D J Co. Inc. | 0.00% | No change | 694 | $29K |
| SYM FINANCIAL Corp | 0.00% | No change | 629 | $26K |
| Nemes Rush Group LLC | 0.00% | Add +1597.4% | 662 | $26K |
| Kozak & Associates, Inc. | 0.01% | Add +99.8% | 1,267 | $25K |
| Syntax Research, Inc. | 0.02% | New | 615 | $25K |
| Sound Income Strategies, LLC | 0.00% | Add +120.3% | 586 | $24K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 597 | $24K |
| Financial Freedom, LLC | 0.01% | Add +0.9% | 568 | $23K |
| Annapolis Financial Services, LLC | 0.01% | No change | 534 | $22K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 504 | $21K |
| Element Wealth, LLC | 0.01% | No change | 489 | $20K |
| American Capital Advisory, LLC | 0.01% | Reduce -40.1% | 483 | $20K |
| Rise Advisors, LLC | 0.01% | Add +0.9% | 454 | $19K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -9.9% | 454 | $19K |
| ORG Partners LLC | 0.00% | No change | 446 | $18K |
| Safe Harbor Fiduciary, LLC | 0.02% | — | 443 | $18K |
| Stephens Consulting, LLC | 0.00% | Add +20.7% | 431 | $18K |
| Raleigh Capital Management Inc. | 0.01% | Add +1.0% | 422 | $17K |
| Concord Wealth Partners | 0.00% | No change | 409 | $17K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 393 | $16K |
| First Pacific Financial | 0.00% | Add +28.1% | 392 | $16K |
| Bray Capital Advisors | 0.00% | No change | 380 | $16K |
| Tucker Asset Management LLC | 0.00% | Add +56.7% | 351 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 332 | $14K |
| Arax Advisory Partners | 0.00% | Add +0.9% | 322 | $13K |
| CNB Bank | 0.01% | No change | 319 | $13K |
| GW&K Investment Management, LLC | 0.00% | New | 309 | $13K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.0% | 314 | $13K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 304 | $13K |
| FSA Wealth Management LLC | 0.00% | — | 295 | $12K |
| Eagle Bay Advisors LLC | 0.00% | No change | 287 | $12K |
| M&R Capital Management Inc. | 0.00% | Add +0.7% | 281 | $12K |
| Providence Capital Advisors, LLC | 0.00% | No change | 280 | $12K |
| Quent Capital, LLC | 0.00% | Reduce -4.6% | 272 | $11K |
| Private Wealth Management Group, LLC | 0.00% | No change | 253 | $10K |
| Coston, McIsaac & Partners | 0.00% | No change | 264 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 227 | $9K |
| City State Bank | 0.00% | Add +99.1% | 225 | $9K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 223 | $9K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 221 | $9K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 206 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -57.7% | 204 | $8K |
| HighMark Wealth Management LLC | 0.00% | Add +1.0% | 202 | $8K |
| Missouri Trust & Investment Co | 0.00% | No change | 200 | $8K |
| JNBA Financial Advisors | 0.00% | No change | 195 | $8K |
| Horrell Capital Management, Inc. | 0.00% | No change | 195 | $8K |
| Valued Wealth Advisors LLC | 0.01% | New | 192 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | Add +1.2% | 174 | $7K |
| West Oak Capital, LLC | 0.00% | Add +54.9% | 16,886 | $7K |
| Addison Advisors LLC | 0.00% | No change | 165 | $7K |
| Bear Mountain Capital, Inc. | 0.00% | Reduce -0.3% | 322 | $6K |
| AlphaMark Advisors, LLC | 0.00% | No change | 143 | $6K |
| Hemington Wealth Management | 0.00% | New | 312 | $6K |
| Wolff Wiese Magana LLC | 0.00% | New | 145 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | New | 135 | $6K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 134 | $6K |
| Archer Investment Corp | 0.00% | Add +0.8% | 133 | $5K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 130 | $5K |
| Gen-Wealth Partners Inc | 0.00% | Add +122.2% | 260 | $5K |
| Western Pacific Wealth Management, LP | 0.00% | Add +0.9% | 116 | $5K |
| Atmos Advisory, LLC | 0.00% | No change | 113 | $5K |
| Aberdeen Wealth Management LLC | 0.00% | No change | 100 | $4K |
| Franklin Resources Inc. | 0.00% | No change | 200 | $4K |
| Independence Bank of Kentucky | 0.00% | No change | 87 | $4K |
| Blume Capital Management, Inc. | 0.00% | No change | 85 | $4K |
| Toth Financial Advisory Corp. | 0.00% | No change | 80 | $3K |
| Truvestments Capital LLC | 0.00% | New | 69 | $3K |
| Heritage Wealth Advisors | 0.00% | New | 58 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 54 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 46 | $2K |
| Tompkins Financial Corp. | 0.00% | No change | 46 | $2K |
| Washington Growth Strategies LLC | 0.06% | — | 62 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 37 | $2K |
| Whittier Trust Co. | 0.00% | Reduce -97.1% | 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% | No change | 32 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 27 | $1K |
| Claris Advisors, LLC / Mo / | 0.00% | New | 27 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 24 | $987 |
| Ascentis Independent Advisors | 0.00% | New | 20 | $822 |
| Salomon & Ludwin, LLC | 0.00% | No change | 8 | $329 |
| Mendota Financial Group, LLC | 0.00% | No change | 7 | $288 |
| BNP Paribas Financial Markets | 0.00% | New | 2 | $82 |
| NWK Group, Inc. | 0.00% | No change | 2 | $82 |
| TD Private Client Wealth LLC | 0.00% | No change | 1 | $45 |
| Your Advocates Ltd., LLP | 0.00% | No change | 1 | $41 |
| Islay Capital Management, LLC | 0.00% | No change | 1 | $28 |
"% of holder's portfolio" is SCHF's weight in each manager's 13F, not the share of Schwab Intl Equity ETF the manager owns.