Schwab Intl Equity ETFSCHFETF

13F holders, Q4 2024 (December 31)
1,297holders +102
75new positions
58sold out
5famous investors
$18.51avg. 13F price*

At the end of Q4 2024, 1,297 institutions reported holding Schwab Intl Equity ETF (SCHF) in their 13F filings, up 102 from Q3 2024. 75 opened new positions and 58 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($6.2B), Empower Advisory Group, LLC ($3.4B) and Financial Engines Advisors L.L.C. ($3.2B). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions75$49.3M
Exits58$28.4M

All 13F filers, Q3 2024 → Q4 2024: 93,933,427 shares bought and 54,599,863 shares sold, net +39,333,564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,297 holders

Northwestern Mutual Wealth Management Co. 5.23% Add +8.3% 335,070,337 $6.2B
Empower Advisory Group, LLC 11.28% Add +9.4% 181,089,569 $3.4B
Financial Engines Advisors L.L.C. 6.71% Add +6.3% 172,381,339 $3.2B
Wealthfront Advisers LLC 5.80% Add +6.1% 107,390,188 $2.0B
Creative Planning 0.75% Reduce -0.8% 41,738,185 $772.2M
Betterment LLC 1.08% Reduce -1.8% 24,550,119 $454.2M
Corient Private Wealth LP 0.69% Reduce -48.3% 22,502,420 $415.5M
HighTower Advisors, LLC 0.55% Add +7.6% 21,862,447 $404.5M
US Bancorp \de 0.37% Add +1.4% 15,204,913 $281.3M
Envestnet Asset Management Inc. 0.08% Add +2.5% 13,506,832 $249.9M
SCS Capital Management LLC 4.10% Reduce -3.7% 10,756,921 $199.0M
Mercer Global Advisors Inc. 0.46% Reduce -53.8% 10,254,241 $189.7M
Wealthspire Advisors, LLC 1.88% Add +2.8% 10,198,152 $188.7M
Morgan Stanley 0.01% Add +6.6% 10,080,344 $186.5M
Mariner, LLC 0.28% Reduce -1.3% 8,924,084 $165.1M
Wealth Enhancement Advisory Services, LLC 0.30% Add +3.3% 8,464,449 $156.6M
Orgel Wealth Management, LLC 4.04% Add +8.5% 8,371,941 $154.9M
McAdam, LLC 7.08% Add +6.9% 7,018,602 $129.8M
SageView Advisory Group, LLC 5.29% Add +28.8% 6,648,918 $123.0M
Steele Capital Management, Inc. 6.32% Reduce -0.7% 6,562,833 $121.4M
Cresset Asset Management, LLC 0.58% Add +8.4% 6,473,760 $119.8M
Rebalance, LLC 8.94% Add +5.3% 6,465,650 $119.6M
Cerity Partners LLC 0.26% Add +1.9% 6,433,068 $119.0M
Brandywine Oak Private Wealth LLC 11.09% Add +7.6% 6,131,572 $113.4M
Bessemer Group Inc. 0.18% Reduce -4.9% 6,075,006 $112.4M
Avantax Planning Partners, Inc. 3.98% Add +7.5% 5,960,505 $110.3M
Prime Capital Investment Advisors, LLC 1.51% Reduce -1.5% 5,621,313 $104.0M
Composition Wealth, LLC 2.05% Add +4.3% 5,471,058 $101.2M
FMR LLC 0.01% Add +2.4% 5,284,455 $97.8M
LPL Financial LLC 0.04% Add +5.5% 5,228,806 $96.7M
Wells Fargo & Company 0.02% Add +4.5% 4,501,182 $83.3M
Bank of America Corp. 0.01% Add +1.0% 4,426,158 $81.9M
JMG Financial Group, Ltd. 2.79% Add +7.8% 4,415,143 $81.7M
Gemmer Asset Management LLC 7.98% Add +6.4% 4,384,015 $81.1M
Truepoint, Inc. 2.07% Add +0.4% 4,182,804 $77.4M
Benjamin Edwards Inc. 1.11% Add +5.5% 4,179,349 $77.3M
Callan Capital, LLC 5.29% Reduce -1.0% 3,906,686 $72.3M
Moneta Group Investment Advisors LLC 1.00% Reduce -47.8% 3,851,680 $71.3M
UBS Group AG 0.02% Add +2.5% 3,700,270 $68.5M
Bluespring Wealth Management, LLC 6.95% Add +9.1% 3,663,356 $67.8M
Jones Financial Companies LLLP 0.06% Add +19.8% 3,540,054 $65.5M
Charles Schwab Trust Co 5.49% Add +11.9% 3,453,745 $63.9M
Foster & Motley Inc. 3.81% Add +5.2% 3,162,957 $58.5M
Choreo, LLC 0.82% Reduce -10.2% 3,178,300 $56.7M
Old Mission Capital LLC 1.23% Add +6856.4% 2,857,950 $52.9M
BlueStem Wealth Partners, LLC 6.61% — 2,721,792 $50.4M
Financial Consulate, Inc. 13.30% Add +0.9% 2,709,810 $50.1M
Forvis Mazars Wealth Advisors, LLC 1.12% Reduce -4.2% 2,638,240 $48.8M
United Capital Financial Advisors, LLC 0.41% Reduce -2.5% 2,630,601 $48.7M
Opus Capital Group, LLC 6.03% Add +4.8% 2,565,851 $47.5M
MML Investors Services, LLC 0.16% Add +4.1% 2,506,857 $46.4M
Evergreen Advisors, LLC 12.62% Add +3.8% 2,496,042 $46.2M
HB Wealth Management, LLC 0.47% Add +103.4% 2,487,952 $46.0M
Lake Street Advisors Group, LLC 2.12% Reduce -7.3% 2,485,593 $46.0M
Susquehanna International Group, LLP 0.07% Add +2332.6% 2,453,241 $45.4M
Leverty Financial Group, LLC 22.49% Add +54.3% 2,388,795 $44.2M
NorthCoast Asset Management LLC 0.22% Add +6163.8% 2,386,008 $44.1M
Cwm, LLC 0.17% Add +10.3% 2,274,604 $42.1M
Fund Evaluation Group, LLC 1.97% Reduce -49.8% 2,273,088 $42.1M
Osaic Holdings, Inc. 0.09% Add +12.2% 2,324,786 $41.9M
Royal Bank of Canada 0.01% Add +6.2% 2,202,605 $40.7M
Raymond James Financial Inc. 0.01% — 2,168,675 $40.1M
Wooster Corthell Wealth Management, Inc. 8.65% Add +5.1% 2,148,658 $39.8M
Riverpoint Wealth Management Holdings, LLC 10.32% Add +1.7% 2,137,185 $39.5M
Focus Partners Wealth 0.10% Add +4.7% 2,075,649 $38.4M
Ameriprise Financial Inc. 0.01% Add +13.5% 2,064,446 $38.1M
Matrix Trust Co 6.56% Add +0.7% 2,039,156 $37.7M
Goelzer Investment Management, Inc. 2.05% Reduce -0.4% 1,906,668 $35.3M
Capital Advisors Inc. 0.70% Add +0.6% 1,895,202 $35.1M
Commonwealth Equity Services, LLC 0.05% Add +10.3% 1,889,072 $34.9M
Visionary Wealth Advisors 2.03% Reduce -6.5% 1,870,325 $34.6M
Pittenger & Anderson Inc. 1.19% Add +2.8% 1,767,606 $32.7M
Avantax Advisory Services, Inc. 0.20% Add +11.7% 1,754,321 $32.5M
TruNorth Capital Management, LLC 8.73% Add +14.9% 1,725,859 $31.9M
MAI Capital Management 0.22% Add +30.2% 1,631,320 $30.2M
Pacific Sage Partners, LLC 6.76% Add +3.7% 1,602,068 $29.6M
Oarsman Capital, Inc. 5.12% Add +24.3% 1,587,656 $29.4M
Cetera Investment Advisers 0.06% Add +5.4% 1,574,052 $29.1M
Benchmark Financial Wealth Advisors, LLC 9.18% Add +1.0% 1,547,829 $28.6M
Segall Bryant & Hamill, LLC 0.39% Reduce -3.9% 1,542,155 $28.5M
AE Wealth Management LLC 0.24% Add +4.7% 1,524,233 $28.2M
Beacon Pointe Advisors, LLC 0.31% Reduce -6.2% 1,518,486 $28.1M
Summit Asset Management, LLC 4.91% Reduce -7.6% 1,510,853 $28.0M
McIlrath & Eck, LLC 3.51% Add +13.9% 1,489,378 $27.6M
Krilogy Financial LLC 1.76% Add +3.6% 1,429,698 $26.4M
Avidian Wealth Enterprises, LLC 1.15% Add +4.4% 1,380,794 $25.5M
Apriem Advisors 2.90% Reduce -6.4% 1,370,193 $25.3M
Ballast Advisors LLC 7.80% Add +3.7% 1,367,393 $25.3M
Payne Capital Management, LLC 10.33% — 1,294,264 $23.9M
Citizens Financial Group Inc. 0.46% Add +10.2% 1,286,946 $23.8M
Courage Miller Partners, LLC 8.05% Add +1.0% 1,271,041 $23.5M
MorganRosel Wealth Management, LLC 7.70% Add +1.5% 1,268,759 $23.5M
Pinkerton Wealth, LLC 3.36% Reduce -0.3% 1,251,234 $23.1M
BlueSky Wealth Advisors, LLC 3.60% Add +0.1% 1,244,554 $23.0M
Captrust Financial Advisors 0.07% Reduce -4.9% 1,240,994 $23.0M
Persium Advisors, LLC 22.43% — 1,230,007 $22.8M
GHP Investment Advisors, Inc. 1.05% Add +3.5% 1,221,084 $22.6M
Kavar Capital Partners Group, LLC 3.78% Add +5.1% 1,208,757 $22.4M
HHM Wealth Advisors, LLC 3.00% Add +2.7% 1,190,679 $22.0M
Boltwood Capital Management 6.68% Add +0.4% 1,185,387 $21.9M
Summit Wealth & Retirement Planning, Inc. 6.72% Add +2.6% 1,173,170 $21.7M
Thrivent Financial for Lutherans 0.04% Add +1.7% 1,082,611 $21.1M
Red Tortoise LLC 11.08% Add +1.4% 1,142,388 $21.1M
Paradigm, Strategies in Wealth Management, LLC 13.86% Reduce -1.4% 1,136,796 $21.0M
Riversedge Advisors, LLC 4.73% Add +1.4% 1,130,027 $20.9M
Curi Capital, LLC 0.48% Add +4.2% 1,117,696 $20.7M
Pure Portfolios Holdings LLC 7.68% Reduce -9.0% 1,117,236 $20.7M
Leavell Investment Management, Inc. 1.01% Reduce -2.2% 1,108,855 $20.5M
WealthPlan Investment Management, LLC 2.03% Add +11.2% 1,108,046 $20.5M
Red Cedar Investment Management, LLC 2.52% Add +2.2% 1,083,666 $20.0M
Focus Partners Advisor Solutions, LLC 0.33% Add +328.6% 1,052,148 $19.5M
Bangor Savings Bank 1.82% Add +1.9% 1,051,358 $19.5M
Koesten, Hirschmann & Crabtree, INC. 10.77% Reduce -2.5% 1,014,627 $18.8M
Park Avenue Securities LLC 0.19% Add +22.7% 1,000,830 $18.5M
Johnson Investment Counsel Inc. 0.18% Add +2.5% 975,074 $18.0M
ZynergyRetirementPlanningLLC 12.69% Reduce -50.0% 438,132 $18.0M
Voisard Asset Management Group, Inc. 5.96% Add +79.7% 963,954 $17.8M
Compound Planning, Inc. 0.90% Add +24.2% 963,163 $17.8M
Berkshire Asset Management LLC 0.83% Add +8.5% 901,819 $17.5M
Northeast Financial Group, Inc. 6.63% Add +6.8% 938,768 $17.4M
Savant Capital, LLC 0.14% Reduce -6.3% 935,587 $17.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.33% Add +2.8% 918,066 $17.0M
Sanctuary Advisors, LLC 0.11% Reduce -48.9% 868,129 $16.9M
Peapack Gladstone Financial Corp. 0.24% Reduce -0.3% 902,488 $16.7M
Fort Vancouver Investment Management, LLC 13.96% Add +6.3% 889,478 $16.5M
Main Street Financial Solutions, LLC 1.62% Add +9.9% 888,044 $16.4M
Naples Global Advisors, LLC 1.51% Add +4.9% 874,406 $16.2M
Buckingham Capital Management, Inc. 1.83% Reduce -1.4% 863,564 $16.0M
WealthShield Partners, LLC 2.27% Reduce -14.3% 863,406 $16.0M
Act Wealth Management, LLC 7.46% Reduce -45.9% 862,539 $16.0M
Appleton Partners Inc. 1.18% Add +0.9% 860,942 $15.9M
Operose Advisors LLC 5.43% Add +34.8% 857,237 $15.9M
Alliance Wealth Management Group 4.16% Reduce -1.0% 840,555 $15.6M
Towercrest Capital Management 2.51% Reduce -1.0% 840,555 $15.6M
Black Diamond Financial, LLC 2.32% Add +0.9% 835,894 $15.5M
Valley National Advisers Inc. 2.78% Reduce -1.1% 835,669 $15.5M
Bush Investment Group, LLC 12.05% Add +2.1% 834,429 $15.4M
Stokes Family Office, LLC 1.64% Add +0.7% 829,307 $15.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.42% Add +4.3% 829,109 $15.3M
RKL Wealth Management LLC 1.36% Reduce -3.0% 825,170 $15.3M
Revolve Wealth Partners, LLC 2.23% Reduce -3.2% 822,596 $15.2M
Brady Martz Wealth Solutions, LLC 3.66% — 821,305 $15.2M
Berger Financial Group, Inc 1.05% Reduce -1.0% 818,591 $15.1M
Klingenstein Fields & Co. LP 0.60% Reduce -49.6% 805,118 $14.9M
Sylvest Advisors, LLC 9.15% — 804,671 $14.9M
Broadleaf Partners, LLC 3.46% Add +4.6% 800,575 $14.8M
World Investment Advisors 0.40% Add +1.1% 790,905 $14.6M
Boyd Wealth Management, LLC 7.15% Add +1.1% 783,296 $14.5M
Bcwm, LLC 5.16% — 782,608 $14.5M
Curbstone Financial Management Corp 3.06% Add +1.4% 780,925 $14.4M
Denver PWM, LLC 5.57% Reduce -26.7% 777,662 $14.4M
North Star Asset Management Inc. 0.64% Reduce -3.7% 775,656 $14.3M
Garde Capital, Inc. 0.95% Reduce -2.4% 774,962 $14.3M
FLC Capital Advisors 3.29% Add +1.6% 772,904 $14.3M
Sherwood Financial Partners, LLC 14.02% — 763,625 $14.1M
Wealth Management Resources, Inc. 5.12% Add +151.3% 749,888 $13.9M
Financial Management Professionals, Inc. 1.75% Reduce -2.8% 748,544 $13.8M
Planning Alternatives Ltd. 2.09% Reduce -1.6% 734,619 $13.6M
Kickstand Ventures, Llc. 3.46% Add +12.4% 733,179 $13.6M
Guardian Financial Partners, LLC 8.04% Add +6.2% 731,179 $13.5M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -20.1% 728,701 $13.5M
Essex LLC 2.80% Add +1.1% 720,982 $13.3M
Blue Barn Wealth, LLC 6.99% Add +10.4% 716,324 $13.3M
Schwerin Boyle Capital Management Inc. 1.34% No change 706,500 $13.1M
WBH Advisory Inc. 1.20% Add +2.3% 698,213 $12.9M
Legacy Private Trust Co. 0.84% Reduce -0.7% 693,994 $12.8M
Rosenberg Matthew Hamilton 3.32% Add +5.7% 690,219 $12.8M
Noble Family Wealth, LLC 3.43% Add +11.7% 672,712 $12.5M
Marshall Financial Group Inc. 3.80% Add +0.4% 672,971 $12.4M
HBK Sorce Advisory LLC 0.37% Add +15.7% 670,772 $12.4M
Anderson Financial Strategies, LLC 7.39% — 662,728 $12.3M
JPMorgan Chase & Co. 0.00% Reduce -17.8% 659,541 $12.2M
Wedmont Private Capital 0.64% Reduce -2.0% 660,430 $12.2M
Hanson & Doremus Investment Management 1.90% No change 655,854 $12.1M
Myecfo, LLC 6.55% Reduce -1.9% 655,632 $12.1M
Armor Investment Advisors, LLC 4.90% Add +4.7% 644,521 $11.9M
Bristlecone Advisors, LLC 0.93% Reduce -2.5% 643,197 $11.9M
Libra Wealth LLC 4.61% Reduce -0.9% 640,204 $11.8M
Momentous Wealth Management, Inc. 9.68% — 631,176 $11.7M
Lido Advisors, LLC 0.07% Reduce -1.9% 628,128 $11.6M
CCG Wealth Management, LLC 6.26% Reduce -2.6% 607,397 $11.2M
Atria Investments, Inc 0.14% Add +5.0% 606,997 $11.2M
FSM Wealth Advisors, LLC 2.70% Add +26.4% 589,071 $11.0M
Meridian Wealth Management, LLC 0.52% Reduce -4.4% 589,383 $10.9M
Keyvantage Wealth, LLC 7.78% — 588,102 $10.9M
Grey Ledge Advisors, LLC 2.78% Reduce -8.2% 581,589 $10.8M
Intergy Private Wealth, LLC 3.91% Add +6.7% 565,982 $10.5M
Cornerstone Wealth Advisors, Inc. 2.87% Add +3.4% 565,878 $10.5M
EP Wealth Advisors, LLC 0.09% Add +4.0% 562,697 $10.4M
NewEdge Advisors, LLC 0.06% Add +24.1% 560,585 $10.4M
Perigon Wealth Management, LLC 0.25% Add +12.6% 553,007 $10.3M
Cranbrook Wealth Management, LLC 2.39% Add +1.6% 557,063 $10.3M
Patriot Investment Management Group, Inc. 0.77% Add +1.1% 557,051 $10.3M
DRW Securities, LLC 0.69% Add +109.9% 555,454 $10.3M
Fort Point Capital Partners LLC 1.15% Reduce -12.8% 553,721 $10.2M
Arbor Trust Wealth Advisors, LLC 4.80% Add +7.4% 553,349 $10.2M
O'shaughnessy Asset Management, LLC 0.09% Reduce -2.5% 551,529 $10.2M
EWG Elevate Inc. 3.10% Add +9.8% 550,654 $10.2M
Certified Advisory Corp 1.10% Add +12.8% 547,779 $10.1M
Brand Asset Management Group, Inc. 4.10% Add +2.7% 546,282 $10.1M
Asset Allocation Strategies LLC 2.43% Add +109.1% 512,335 $10.1M
White & Co Financial Planning Inc 8.54% — 544,544 $10.1M
Bell Investment Advisors, Inc 1.87% Add +1.3% 541,743 $10.0M
Holistic Financial Partners 4.94% Add +3.9% 538,224 $10.0M
Sightline Wealth Advisors, LLC 5.34% Add +0.6% 534,827 $9.9M
Soltis Investment Advisors LLC 0.90% Add +8.3% 522,456 $9.7M
Freestate Advisors LLC 9.91% Add +9.1% 518,020 $9.6M
Brightwater Advisory LLC 7.45% Reduce -1.9% 513,752 $9.5M
Brooklyn FI, LLC 3.15% Add +37.6% 511,284 $9.5M
Seneca Financial Advisors LLC 4.68% Reduce -4.3% 509,537 $9.4M
Creekside Partners 4.88% Add +4.0% 509,308 $9.4M
Christensen, King & Associates Investment Services, Inc. 4.41% Add +1.4% 506,370 $9.4M
Johnson Financial Group, LLC 1.10% Add +441.6% 507,309 $9.4M
Bogart Wealth, LLC 0.44% Reduce -0.7% 503,285 $9.3M
Envision Financial LLC 7.45% — 502,289 $9.3M
Hill Island Financial LLC 2.71% Add +2.5% 501,013 $9.3M
Nicholas Hoffman & Company, LLC. 0.37% Add +2.0% 495,879 $9.2M
Debussy Capital Management LP 1.40% Add +3.4% 471,024 $9.1M
Signet Investment Advisory Group, Inc. 4.62% Add +0.4% 489,376 $9.1M
Gradient Capital Advisors, LLC 2.91% Reduce -0.1% 487,703 $9.0M
TPG Advisors LLC 6.98% Add +2.6% 482,754 $8.9M
Power Wealth Management LLC 3.72% Add +11.0% 481,758 $8.9M
Pallas Capital Advisors LLC 0.38% Reduce -49.4% 473,739 $8.8M
Gleason Group, Inc. 1.54% Add +4.7% 472,833 $8.7M
Vision Capital Management, Inc. 1.28% No change 469,108 $8.7M
Rwa Wealth Partners, LLC 0.11% Add +1.8% 466,327 $8.6M
OneDigital Investment Advisors LLC 0.10% Reduce -16.6% 464,149 $8.6M
Powers Advisory Group, LLC 4.29% Add +3.7% 462,778 $8.6M
Almanack Investment Partners, LLC. 1.32% Reduce -3.3% 462,584 $8.6M
BCS Wealth Management 2.12% New 460,582 $8.5M
Elgethun Capital Management 2.04% Add +25.0% 454,269 $8.4M
FFT Wealth Management LLC 0.62% Reduce -37.9% 441,934 $8.2M
Invst, LLC 0.98% Add +0.7% 433,929 $8.0M
Elwood & Goetz Wealth Advisory Group, LLC 1.95% Add +22.4% 432,346 $8.0M
Fairway Financial, LLC 7.21% — 427,197 $7.9M
Great Valley Advisor Group, Inc. 0.18% Reduce -2.0% 427,184 $7.9M
Capital Investment Counsel, LLC 1.30% Reduce -2.3% 421,063 $7.8M
Tradition Wealth Management, LLC 0.68% Reduce -17.6% 419,350 $7.8M
Zhang Financial LLC 0.44% Add +0.9% 419,031 $7.8M
IMA Advisory Services, Inc. 0.92% Add +1.6% 414,993 $7.7M
McKinley Carter Wealth Services, Inc. 0.47% Reduce -3.7% 414,282 $7.7M
Sage Financial Management Group, Inc. 2.83% Add +1.8% 413,054 $7.6M
Waverly Advisors, LLC 0.12% Reduce -36.6% 412,980 $7.6M
Bank Hapoalim BM 1.29% No change 412,000 $7.6M
James J. Burns & Company, LLC 1.31% Add +2.0% 406,417 $7.5M
Lodestar Private Asset Management LLC 0.92% Reduce -0.1% 398,390 $7.4M
Jacobsen Capital Management 3.14% No change 398,366 $7.4M
Kathmere Capital Management, LLC 0.66% Add +0.2% 394,283 $7.3M
Quadrant Capital Group LLC 0.50% Reduce -4.8% 393,646 $7.3M
Ascension Capital Advisors, Inc. 3.16% Add +7.3% 391,638 $7.2M
Focus Financial Network, Inc. 0.29% Reduce -6.3% 389,102 $7.2M
Conquis Financial LLC 7.37% — 388,918 $7.2M
CX Institutional 0.28% Add +0.4% 385,708 $7.1M
Mission Wealth Management, LP 0.17% Reduce -1.8% 385,000 $7.1M
Athena Investment Management 4.12% Add +0.5% 384,894 $7.1M
Chesapeake Wealth Management 2.43% Reduce -1.3% 383,741 $7.1M
Stratos Wealth Advisors, LLC 0.33% Add +5.5% 377,640 $7.0M
Mgo One Seven LLC 0.27% Add +10.7% 374,679 $6.9M
Exencial Wealth Advisors, LLC 0.25% Reduce -1.1% 373,210 $6.9M
Allworth Financial LP 0.04% Add +13.2% 359,423 $6.9M
Kelman-Lazarov, Inc. 1.23% Reduce -11.0% 369,312 $6.8M
JFS Wealth Advisors, LLC 0.46% Reduce -4.1% 366,413 $6.8M
Capital Advantage, Inc. 1.23% Reduce -17.4% 363,927 $6.7M
Parallel Advisors, LLC 0.15% Reduce -1.1% 356,948 $6.6M
SVB Wealth LLC 0.12% New 355,834 $6.6M
Trinity Financial Advisors LLC 2.49% Add +1.0% 356,073 $6.6M
Compass Advisory Group LLC 2.31% Reduce -7.8% 349,351 $6.5M
First National Corp. /Ma/ 1.46% Add +4.6% 348,762 $6.5M
Blue Square Asset Management, LLC 3.22% Reduce -1.6% 348,719 $6.5M
Roberts Wealth Advisors, LLC 1.95% Add +6.1% 343,361 $6.4M
Mill Creek Capital Advisors, LLC 0.15% Add +58.6% 345,518 $6.4M
Winthrop Capital Management, LLC 1.69% New 342,746 $6.3M
SigFig Wealth Management, LLC 0.23% Add +16.7% 552,378 $6.3M
Chicago Partners Investment Group LLC 0.21% Reduce -46.7% 335,230 $6.3M
Bartlett & Co. Wealth Management LLC 0.09% Reduce -1.5% 337,588 $6.2M
Schwallier Wealth Management LLC 4.70% Add +3.2% 333,971 $6.2M
Thrive Wealth Management, LLC 1.11% Add +9.3% 333,550 $6.2M
Wealth Architects, LLC 0.70% Reduce -0.3% 333,368 $6.2M
Weinberger Asset Management, Inc 2.54% Add +4.5% 328,471 $6.1M
BOK Financial Private Wealth, Inc. 0.44% Add +0.6% 327,575 $6.1M
BCK Partners, Inc. 3.62% Reduce -19.9% 319,117 $5.9M
Newman Dignan & Sheerar, Inc. 1.51% Reduce -48.8% 318,321 $5.9M
Firestone Capital Management 1.46% Add +10.2% 317,520 $5.9M
Kohmann Bosshard Financial Services, LLC 0.70% Reduce -2.4% 314,448 $5.8M
Roble, Belko & Company, Inc 0.92% Reduce -0.6% 312,437 $5.8M
Spectrum Asset Management, Inc. (NB/CA) 2.59% Add +7.0% 311,754 $5.8M
Chilton Capital Management LLC 0.24% Reduce -1.4% 310,759 $5.7M
Leeward Financial Partners, LLC 2.04% Add +3.4% 309,291 $5.7M
SWS Partners 1.71% Reduce -47.6% 304,581 $5.6M
Goldman Sachs Group Inc. 0.00% Add +7.0% 303,080 $5.6M
Bailard, Inc. 0.14% Reduce -0.8% 301,657 $5.6M
Rockbridge Investment Management, LCC 0.70% Reduce -1.0% 297,123 $5.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.16% Reduce -16.4% 296,720 $5.5M
Summit Financial Strategies, Inc. 0.60% Reduce -0.9% 294,429 $5.4M
Bank of Montreal 0.00% Add +9.9% 292,608 $5.4M
Destination Wealth Management 0.17% Add +4.4% 290,910 $5.4M
OneAscent Financial Services LLC 0.46% New 290,456 $5.4M
Cornerstone Advisors Asset Management, LLC 1.14% Add +2.0% 286,387 $5.3M
Valley Forge Investment Consultants Inc. Adv 1.81% Add +1.9% 284,503 $5.3M
RHS Financial, LLC 2.72% Reduce -5.3% 284,291 $5.3M
Gill Capital Partners, LLC 1.88% Add +3.4% 283,452 $5.2M
Pacific Capital Wealth Advisors, Inc. 0.87% Reduce -1.4% 283,052 $5.2M
Bishop & Co Investment Management, LLC 1.99% Add +0.2% 282,127 $5.2M
Integrated Wealth Concepts LLC 0.06% Add +21.3% 281,961 $5.2M
GTS Securities LLC 0.25% Add +1393.6% 280,594 $5.2M
Reston Wealth Management LLC 1.93% Add +12.4% 280,162 $5.2M
AQR Capital Management 0.01% Add +9.1% 279,668 $5.2M
L.K. Benson & Company, P.C. 3.62% — 277,427 $5.1M
Davis Capital Management 4.11% Add +1.4% 272,777 $5.0M
Modera Wealth Management, LLC 0.06% Add +1.5% 272,240 $5.0M
Stonekeep Investments, LLC 3.73% Add +1.2% 270,588 $5.0M
Armbruster Capital Management, Inc. 1.01% Add +0.4% 267,669 $5.0M
Robbins Farley 2.41% Add +1.7% 266,732 $4.9M
Rialto Wealth Management, LLC 1.63% — 266,169 $4.9M
Bank of New York Mellon Corp 0.00% Add +39.8% 265,780 $4.9M
Tudor Financial Inc. 2.86% Reduce -2.5% 263,980 $4.9M
Kathleen S. Wright Associates Inc. 2.03% Add +1.6% 263,124 $4.9M
Wade Financial Advisory, Inc 1.64% Add +1.6% 262,124 $4.8M
CRA Financial Services, LLC 0.83% Add +1.4% 261,134 $4.8M
Bond & Devick Financial Network, Inc. 2.05% Reduce -50.0% 116,700 $4.8M
Hengehold Capital Management LLC 0.45% Reduce -14.8% 259,388 $4.8M
CW Advisors, LLC 0.07% Add +9.3% 258,684 $4.8M
Waterford Advisors, LLC 2.42% No change 256,459 $4.7M
Tenret Co LLC 2.92% Add +135.5% 250,469 $4.6M
Clearstead Advisors, LLC 0.07% Reduce -12.1% 250,306 $4.6M
Truist Financial Corp. 0.01% Add +114.0% 249,871 $4.6M
Retirement Planning Group, LLC 0.23% Reduce -2.8% 249,043 $4.6M
SteelPeak Wealth, LLC 0.19% Add +311.5% 247,732 $4.6M
Farther Finance Advisors, LLC 0.16% Reduce -6.8% 245,961 $4.6M
Leisure Capital Management 1.77% Add +2.8% 243,978 $4.5M
Breakwater Investment Management 1.92% Reduce -1.7% 243,522 $4.5M
Private Advisor Group, LLC 0.03% No change 242,291 $4.5M
Kestra Advisory Services, LLC 0.02% Reduce -40.5% 235,268 $4.4M
Northwest Capital Management Inc 1.86% Reduce -4.0% 234,347 $4.3M
JPL Wealth Management, LLC 1.24% — 234,200 $4.3M
Acropolis Investment Management, LLC 0.25% Add +3.9% 232,541 $4.3M
Davis R M Inc. 0.08% Reduce -9.8% 231,974 $4.3M
Grant Street Asset Management, Inc. 1.12% Add +139.4% 231,450 $4.3M
Renaissance Technologies 0.01% Add +68.2% 230,400 $4.3M
Pitcairn Co. 0.25% No change 226,350 $4.2M
Barden Capital Management, Inc. 3.55% Add +7.2% 223,665 $4.1M
Alpha Omega Wealth Management LLC 0.78% Reduce -0.7% 223,428 $4.1M
NBT Bank, N.A. 0.28% No change 220,622 $4.1M
Warner Financial, Inc. 1.75% Add +14.1% 219,561 $4.1M
Phil A. Younker & Associates, Ltd. 3.99% — 215,559 $4.0M
Attessa Capital LLC 2.72% — 215,351 $4.0M
Axos Invest Inc. 2.89% Reduce -29.5% 214,603 $4.0M
Five Oceans Advisors 1.82% Reduce -0.7% 214,542 $4.0M
Fortis Capital Management LLC 0.74% Add +0.1% 214,213 $4.0M
Upper Left Wealth Management, LLC 3.38% Add +2.4% 213,594 $4.0M
Baird Financial Group, Inc. 0.01% Add +2.1% 212,317 $3.9M
Orcam Financial Group 3.79% Add +0.3% 212,016 $3.9M
Advisors Capital Management, LLC 0.06% Reduce -8.3% 209,921 $3.9M
Genesis Private Wealth, LLC 2.13% — 209,055 $3.9M
RFG Advisory, LLC 0.11% Add +12.8% 208,507 $3.9M
CGN Advisors LLC 0.37% Reduce -5.2% 206,933 $3.8M
Mutual Advisors, LLC 0.11% Reduce -54.0% 203,574 $3.8M
Strategic Financial Planning, Inc. 2.53% No change 200,866 $3.7M
Koshinski Asset Management, Inc. 0.32% Reduce -1.0% 200,739 $3.7M
AdvisorNet Financial, Inc 0.31% Add +5.0% 200,176 $3.7M
Quantum Capital Management, LLC / NJ 0.39% Add +1.0% 198,516 $3.7M
Natixis Advisors, LLC 0.01% Add +49.0% 196,095 $3.6M
CAP Partners, LLC 2.55% Add +5.1% 195,732 $3.6M
LifePlan Investment Advisors, Inc. 2.23% Reduce -1.2% 194,664 $3.6M
Avalon Advisory Group 1.63% No change 193,228 $3.6M
Alliancebernstein L.P. 0.00% Add +16.4% 192,363 $3.6M
Clearwater Capital Advisors, LLC 0.35% Add +93.1% 191,688 $3.5M
Valmark Advisers, Inc. 0.06% Reduce -38.0% 191,581 $3.5M
Old National Bancorp 0.08% Add +1.1% 191,010 $3.5M
Von Berge Wealth Management Group, LLC 2.12% Reduce -49.4% 179,774 $3.5M
Quadrature Capital Ltd 0.07% New 188,965 $3.5M
Cambridge Financial Group, LLC 1.49% Reduce -4.3% 188,395 $3.5M
Independent Solutions Wealth Management, LLC 0.76% Reduce -6.5% 188,174 $3.5M
Beacon Wealthcare LLC 1.41% Add +6.5% 187,580 $3.5M
Sequoia Financial Advisors, LLC 0.03% Add +8.5% 186,808 $3.5M
Diversify Wealth Management, LLC 0.27% Reduce -43.9% 187,331 $3.4M
Curtis Advisory Group, LLC 0.91% Reduce -2.6% 186,251 $3.4M
Cambridge Capital Management, LLC 2.19% Add +8.7% 184,683 $3.4M
CVA Family Office, LLC 0.54% Add +4.8% 184,491 $3.4M
Westover Capital Advisors, LLC 0.75% Reduce -49.2% 183,984 $3.4M
Cherry Tree Wealth Management, LLC 0.84% Reduce -0.4% 183,431 $3.4M
Valicenti Advisory Services Inc. 0.84% Add +12.5% 183,384 $3.4M
Womack Financial LLC 3.00% — 182,965 $3.4M
Signaturefd, LLC 0.06% Reduce -0.2% 179,298 $3.3M
Texas Yale Capital Corp. 0.13% Reduce -0.8% 177,629 $3.3M
SeaCrest Wealth Management, LLC 0.34% Reduce -4.4% 177,418 $3.3M
Argent Trust Co 0.13% No change 175,668 $3.2M
Milestone Investment Advisors LLC 0.88% Reduce -6.0% 175,172 $3.2M
Evergreen Capital Management LLC 0.11% Add +0.2% 174,940 $3.2M
Foster Group, Inc. 0.12% Add +6.1% 173,632 $3.2M
Allen Capital Group, LLC 0.39% Add +5.5% 173,506 $3.2M
Ancora Advisors LLC 0.07% Add +0.6% 173,448 $3.2M
Peak Financial Management, Inc. 0.95% Reduce -0.7% 171,939 $3.2M
Blair William & Co. 0.01% Add +2.9% 171,840 $3.2M
Veridan Wealth LLC 1.48% — 165,812 $3.2M
Aire Advisors, LLC 0.64% Add +0.5% 168,469 $3.1M
Triad Wealth Partners, LLC 1.13% Reduce -7.7% 168,406 $3.1M
Brighton Jones LLC 0.09% Add +224.2% 167,257 $3.1M
Woodmont Investment Counsel LLC 0.23% Reduce -3.7% 167,221 $3.1M
Cahill Financial Advisors Inc. 0.42% Add +6.7% 166,992 $3.1M
Plum Street Advisors, LLC 1.52% Reduce -2.3% 166,897 $3.1M
Beacon Bridge Wealth Partners, LLC 1.30% Add +3.8% 166,056 $3.1M
Hurley Capital, LLC 2.44% — 163,724 $3.0M
Nwam LLC 0.19% Add +3.9% 164,035 $3.0M
Ironwood Wealth Management, LLC. 0.93% Add +0.3% 161,766 $3.0M
Condor Capital Management 0.26% Add +0.4% 161,065 $3.0M
Tempus Wealth Planning, LLC 0.90% Add +3.0% 158,891 $2.9M
Global Strategic Investment Solutions, LLC 0.34% Reduce -3.1% 158,453 $2.9M
Dakota Wealth Management 0.07% Reduce -6.0% 157,982 $2.9M
Carolina Wealth Advisors, LLC 1.56% Reduce -2.7% 157,030 $2.9M
DHJJ Financial Advisors, Ltd. 1.13% Reduce -0.1% 156,931 $2.9M
Avior Wealth Management, LLC 0.10% Add +0.8% 154,123 $2.9M
Facet Wealth, Inc. 0.08% Reduce -49.3% 146,189 $2.8M
1900 Wealth Management LLC 0.24% Add +2.1% 151,966 $2.8M
Tortoise Investment Management, LLC 0.30% Reduce -1.5% 151,520 $2.8M
Clearview Wealth Advisors LLC 2.13% Add +4.2% 151,185 $2.8M
Seaside Wealth Management, Inc. 1.02% Add +32.1% 150,843 $2.8M
Friday Financial 1.91% — 150,177 $2.8M
Ahl Investment Management, Inc. 1.94% No change 149,677 $2.8M
Motive Wealth Advisors 1.46% No change 146,920 $2.7M
Arvest Investments, Inc. 0.43% Add +3.0% 146,843 $2.7M
Salem Investment Counselors Inc. 0.09% Reduce -16.9% 146,628 $2.7M
Evensky & Katz LLC 0.18% Reduce -1.9% 146,355 $2.7M
Freestone Capital Holdings, LLC 0.09% Add +3.1% 146,009 $2.7M
JFG Wealth Management, LLC 0.62% New 145,721 $2.7M
Liberty Capital Management, Inc. 0.60% Reduce -6.8% 145,651 $2.7M
Port Capital LLC 0.12% Add +2.1% 142,137 $2.6M
Elm Partners Management LLC 0.18% Add +3.5% 141,903 $2.6M
American Financial Advisors, LLC 0.37% Add +0.1% 141,883 $2.6M
Northern Trust Corp. 0.00% Add +12.8% 139,884 $2.6M
Creative Financial Designs Inc. 0.21% Reduce -80.9% 138,510 $2.6M
Caprock Group, LLC 0.08% Add +1.4% 137,418 $2.5M
Arcataur Capital Management LLC 0.85% Reduce -0.1% 137,118 $2.5M
Tradewinds Capital Management, LLC 0.67% Add +63.8% 136,806 $2.5M
Orion Porfolio Solutions, LLC 0.03% Add +25.1% 136,357 $2.5M
Orion Portfolio Solutions, LLC 0.03% Add +25.1% 136,357 $2.5M
Nelson Capital Management, LLC 0.42% Add +2.2% 135,793 $2.5M
Cape Investment Advisory, Inc. 0.98% Reduce -3.2% 135,442 $2.5M
Diversified Enterprises, LLC 0.24% Reduce -18.2% 135,380 $2.5M
Diversified Portfolios, Inc. 0.27% Add +129.3% 135,295 $2.5M
ProVise Management Group, LLC 0.21% Reduce -3.0% 135,227 $2.5M
Apollon Wealth Management, LLC 0.06% Add +44.8% 134,913 $2.5M
Aptus Capital Advisors, LLC 0.03% Add +15.8% 133,573 $2.5M
Strategic Financial Concepts, LLC 0.47% Add +4.3% 132,859 $2.5M
Moisand Fitzgerald Tamayo, LLC 0.35% Reduce -0.7% 132,596 $2.5M
North Forty Two & Co. 2.83% — 132,467 $2.5M
CoreCap Advisors, LLC 0.11% Add +82.4% 132,420 $2.4M
D.B. Root & Company, LLC 0.77% Reduce -0.8% 130,800 $2.4M
IFP Advisors, Inc 0.08% Add +13.1% 130,533 $2.4M
Embree Financial Group 0.41% Reduce -4.3% 130,174 $2.4M
Uptown Financial Advisors LLC 2.58% — 129,347 $2.4M
Certuity, LLC 0.26% Add +1.6% 126,887 $2.3M
Pinnacle Financial Partners Inc 0.05% Reduce -50.0% 56,871 $2.3M
PrairieView Partners, LLC 0.24% Reduce -11.2% 125,900 $2.3M
Howard Financial Services, LTD. 0.32% Add +0.8% 125,843 $2.3M
Sheets Smith Wealth Management 0.28% Reduce -0.6% 125,370 $2.3M
Schneider Downs Wealth Management Advisors, LP 0.43% Reduce -0.8% 124,699 $2.3M
MADDEN SECURITIES Corp 0.92% Add +2.7% 124,690 $2.3M
TAP Consulting, LLC 0.47% Add +2.9% 123,960 $2.3M
Csenge Advisory Group 0.12% Reduce -31.9% 123,767 $2.3M
IHT Wealth Management, LLC 0.07% Reduce -46.3% 123,381 $2.3M
Omega Financial Group, LLC 0.86% Reduce -1.2% 123,101 $2.3M
Wealthspire Retirement, LLC 0.18% Reduce -2.9% 121,170 $2.2M
Sand Hill Global Advisors, LLC 0.09% Reduce -7.1% 121,062 $2.2M
Townsquare Capital LLC 0.03% Add +4.3% 120,252 $2.2M
Carrera Capital Advisors 0.52% Reduce -24.4% 119,980 $2.2M
Stifel Financial Corp. 0.00% Add +24.1% 119,478 $2.2M
Comerica Bank 0.01% Add +95.6% 119,471 $2.2M
Keeler & Nadler Financial Planning & Wealth Management 1.03% Add +0.2% 118,838 $2.2M
Kades & Cheifetz LLC 1.12% Reduce -1.5% 118,043 $2.2M
AllSquare Wealth Management LLC 1.25% No change 117,625 $2.2M
Vise Technologies, Inc. 0.18% Add +3.9% 117,552 $2.2M
Bleakley Financial Group, LLC 0.07% Reduce -7.7% 116,769 $2.2M
LVW Advisors, LLC 0.26% Add +5.5% 116,181 $2.1M
Chapman Financial Group, LLC 1.70% — 114,930 $2.1M
BSW Wealth Partners 0.31% Add +7.6% 114,514 $2.1M
Pure Financial Advisors, LLC 0.05% Reduce -17.8% 113,958 $2.1M
West Paces Advisors Inc. 0.50% Add +18.7% 111,289 $2.1M
VERITY Wealth Advisors 1.48% No change 111,125 $2.1M
Marquette Asset Management, LLC 0.33% Reduce -1.8% 110,675 $2.0M
Murphy & Mullick Capital Management Corp 1.87% — 109,887 $2.0M
FinDec Wealth Services, Inc. 1.40% Reduce -24.3% 109,275 $2.0M
Per Stirling Capital Management, LLC. 0.28% Add +13.9% 107,775 $2.0M
Global Financial Private Client, LLC 0.75% Reduce -2.3% 107,541 $2.0M
Burkett Financial Services, LLC 0.81% Add +1.0% 107,312 $2.0M
Country Club Bank 0.13% Add +2.2% 106,163 $2.0M
Elser Financial Planning, Inc 0.12% Reduce -7.6% 106,088 $2.0M
Blossom Wealth Management 3.78% Add +5.4% 106,039 $2.0M
Johnson Bixby & Associates, LLC 0.30% Reduce -7.1% 105,952 $2.0M
Roundview Capital LLC 0.13% Reduce -0.5% 104,183 $1.9M
Fiduciary Trust Co 0.03% Add +16.8% 103,983 $1.9M
Redhawk Wealth Advisors, Inc. 0.26% Add +28.9% 102,838 $1.9M
Arcadia Investment Advisors LLC 1.04% Reduce -3.4% 102,754 $1.9M
Transform Wealth, LLC 0.10% Add +39.3% 101,631 $1.9M
Savvy Advisors, Inc. 0.23% Add +6.7% 101,337 $1.9M
Lifeworks Advisors, LLC 0.34% Reduce -22.0% 101,044 $1.9M
St. Louis Trust Co 0.27% Add +2.2% 100,760 $1.9M
Harbour Investments, Inc. 0.05% Add +0.3% 100,117 $1.9M
Whitcomb & Hess, Inc. 0.57% Add +6.8% 99,653 $1.8M
Flagship Harbor Advisors, LLC 0.10% Add +3.1% 98,227 $1.8M
Jackson Creek Investment Advisors LLC 0.55% Reduce -0.3% 98,081 $1.8M
MIdWestOne Financial Group, Inc. 0.25% Reduce -22.7% 97,358 $1.8M
Horan Capital Advisors, LLC. 0.60% Add +4.4% 96,264 $1.8M
Ami Investment Management Inc. 0.58% Reduce -6.4% 96,144 $1.8M
Wrenne Financial Planning LLC 1.00% Add +10.4% 95,205 $1.8M
PNC Financial Services Group, Inc. 0.00% Add +50.0% 95,160 $1.8M
Madison Wealth Partners, Inc 0.49% Add +73.7% 94,277 $1.7M
Global Retirement Partners, LLC 0.05% Add +1.4% 93,717 $1.7M
Windsor Advisory Group, LLC 2.00% Add +57.0% 92,916 $1.7M
Affinity Capital Advisors, LLC 0.32% Reduce -4.2% 91,091 $1.7M
Intelligence Driven Advisers, LLC 0.32% Reduce -0.4% 91,966 $1.7M
Citadel Advisors 0.00% Reduce -55.1% 91,052 $1.7M
Cambridge Advisors Inc. 0.37% Add +4.8% 90,283 $1.7M
Passive Capital Management, LLC. 0.59% Add +0.6% 90,200 $1.7M
Long Island Wealth Management, Inc. 1.04% Reduce -40.2% 89,886 $1.7M
Geneos Wealth Management Inc. 0.06% Add +10.3% 89,367 $1.7M
BIP Alliance, LLC 0.69% — 87,741 $1.6M
Abc Arbitrage SA 0.23% — 87,555 $1.6M
Rappaport Reiches Capital Management, LLC 0.42% Add +3.4% 87,473 $1.6M
Enclave Advisors LLC 0.27% Reduce -63.1% 87,205 $1.6M
Awm Capital, LLC 0.20% No change 86,552 $1.6M
Arkadios Wealth Advisors 0.09% Add +63.4% 86,351 $1.6M
White Pine Investment CO 0.43% Reduce -50.3% 85,195 $1.6M
Kingsview Wealth Management, LLC 0.03% Add +53.1% 85,084 $1.6M
Vanguard Group Inc. 0.00% Add +15.1% 85,014 $1.6M
Aspiring Ventures, LLC 0.98% — 82,512 $1.6M
Garrison Point Advisors, LLC 0.72% Add +9.2% 82,612 $1.5M
Lee Financial Co 0.21% Add +0.1% 82,389 $1.5M
Walter & Keenan Wealth Management LLC /in/ 0.46% Add +15.6% 81,854 $1.5M
C M Bidwell & Associates Ltd. 0.92% Add +2.3% 81,814 $1.5M
Independent Advisor Alliance 0.02% Add +96.2% 81,794 $1.5M
Kearns & Associates LLC 0.98% Add +5.3% 81,596 $1.5M
One Capital Management, LLC 0.05% Reduce -5.2% 80,871 $1.5M
Capital Advisors, Ltd. LLC 0.19% Reduce -0.2% 80,840 $1.5M
May Hill Capital, LLC 0.57% — 79,249 $1.5M
HRT Financial LP 0.01% Add +53.2% 79,050 $1.5M
Ellevest, Inc. 0.08% No change 78,912 $1.5M
Owen LaRue, LLC 0.76% Reduce -36.2% 78,639 $1.5M
Keel Point, LLC 0.12% Add +0.3% 78,214 $1.4M
Aegis Wealth Management LLC 0.97% — 77,326 $1.4M
Strategic Family Wealth Counselors, L.L.C. 0.46% Reduce -14.8% 77,091 $1.4M
FAS Wealth Partners, Inc. 0.12% Reduce -3.3% 76,714 $1.4M
Aspen Investment Management Inc 0.66% Reduce -1.4% 76,693 $1.4M
Stewardship Advisors, LLC 0.39% Reduce -1.8% 76,552 $1.4M
Oak Family Advisors, LLC 0.55% Reduce -1.2% 76,551 $1.4M
Regions Financial Corp. 0.01% Add +276.4% 76,440 $1.4M
Capital A Wealth Management, LLC 2.34% — 76,301 $1.4M
Diversified Investment Strategies, LLC 0.92% Reduce -2.2% 75,878 $1.4M
NorthRock Partners, LLC 0.05% Add +1.6% 75,354 $1.4M
Cassady Schiller Wealth Management, LLC 0.51% No change 75,270 $1.4M
Lion Street Advisors, LLC 0.44% Reduce -13.8% 75,192 $1.4M
Warwick Investment Management, Inc. 0.29% Add +6.1% 74,912 $1.4M
Evanson Asset Management, LLC 0.09% Add +1.5% 74,869 $1.4M
KMG Fiduciary Partners, LLC 0.11% Reduce -2.7% 74,837 $1.4M
Sollinda Capital Management LLC 0.38% Add +11.0% 74,398 $1.4M
Ameritas Investment Partners, Inc. 0.04% Add +0.9% 74,349 $1.4M
Traction Financial Partners, LLC 1.05% Reduce -0.9% 72,789 $1.3M
Private Capital Management, LLC 0.14% Reduce -7.2% 72,491 $1.3M
Koss-Olinger Consulting, LLC 0.12% Add +0.9% 71,745 $1.3M
LGL Partners, LLC 0.19% Add +2.2% 71,345 $1.3M
Evoke Wealth, LLC 0.04% Add +11.0% 71,265 $1.3M
Brickley Wealth Management 0.27% Add +4.6% 71,077 $1.3M
Clayton Financial Group LLC 0.47% Add +9.7% 70,761 $1.3M
Econ Financial Services Corp 0.75% Reduce -14.3% 70,518 $1.3M
Sunburst Financial Group, LLC 0.32% Reduce -18.6% 70,092 $1.3M
Code Waechter LLC 1.13% Reduce -2.9% 70,053 $1.3M
Clark Asset Management, LLC 0.24% Add +0.3% 69,442 $1.3M
FDx Advisors, Inc. 0.37% Add +1.0% 68,913 $1.3M
Dorsey & Whitney Trust CO LLC 0.07% Add +0.5% 68,494 $1.3M
Great Waters Wealth Management 0.16% Add +3.4% 68,374 $1.3M
Cynosure Group, LLC 0.19% Add +1.8% 68,157 $1.3M
Foundations Investment Advisors, LLC 0.02% Add +17.9% 67,922 $1.3M
Evermay Wealth Management LLC 0.19% Reduce -4.4% 67,533 $1.2M
Abacus Planning Group, Inc. 0.22% Reduce -0.8% 67,398 $1.2M
Mascagni Wealth Management, Inc. 1.24% — 62,927 $1.2M
Asset Dedication, LLC 0.10% Reduce -2.8% 66,977 $1.2M
Fifth Third Securities, Inc. 0.10% Add +5.1% 66,309 $1.2M
Spinnaker Investment Group, LLC 0.29% Reduce -4.5% 65,766 $1.2M
Earned Wealth Advisors, LLC 0.39% Add +12.9% 65,306 $1.2M
Wilkins Miller Wealth Management, LLC 1.26% — 65,264 $1.2M
Valeo Financial Advisors, LLC 0.03% Add +2.2% 64,527 $1.2M
Ameritas Advisory Services, LLC 0.04% Add +3.6% 64,424 $1.2M
Ieq Capital, LLC 0.01% Reduce -2.4% 63,756 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +0.2% 63,739 $1.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.43% Reduce -50.0% 60,273 $1.2M
Greenhouse Wealth Management, LLC 0.78% Reduce -7.2% 63,461 $1.2M
Apella Capital, LLC 0.04% Add +0.6% 62,995 $1.2M
Anchor Investment Management, LLC 0.11% Add +2.0% 62,474 $1.2M
Altfest L J & Co. Inc. 0.15% Add +6.6% 62,446 $1.2M
Pathstone Holdings, LLC 0.01% Reduce -24.3% 62,361 $1.2M
Janney Montgomery Scott LLC 0.00% Reduce -0.7% 62,269 $1.2M
Frisco Financial Planning LLC 1.13% — 61,625 $1.1M
Wilson & Boucher Capital Management, LLC 0.81% Reduce -1.3% 61,451 $1.1M
Larson Financial Group LLC 0.06% Add +29.6% 61,359 $1.1M
Clay Northam Wealth Management, LLC 0.73% Reduce -4.0% 61,318 $1.1M
Cooper/Haims Advisors, LLC 0.64% Reduce -2.9% 60,902 $1.1M
Smallwood Wealth Investment Management, LLC 0.78% Reduce -0.3% 60,801 $1.1M
Verus Wealth Management, LLC 1.26% — 60,628 $1.1M
Thompson Investment Management, Inc. 0.16% No change 60,236 $1.1M
Blackhawk Capital Partners, LLC 0.57% Add +2.1% 59,713 $1.1M
Alaska Wealth Advisors, LLC 0.17% Add +8.8% 59,162 $1.1M
Safeguard Financial, LLC 0.24% Reduce -2.8% 58,968 $1.1M
Integrated Advisors Network LLC 0.05% Reduce -11.3% 58,607 $1.1M
QRG Capital Management, Inc. 0.01% Reduce -0.4% 58,278 $1.1M
Blueprint Investment Partners LLC 0.17% Reduce -35.4% 58,119 $1.1M
Weaver Capital Management LLC 0.30% No change 57,680 $1.1M
Access Financial Services, Inc. 0.47% No change 57,482 $1.1M
SevenBridge Financial Group, LLC 0.20% Reduce -62.1% 53,689 $1.1M
Fortress Wealth Management, Inc. 0.51% Add +0.2% 56,399 $1.0M
Capasso Planning Partners LLC 0.42% Reduce -18.7% 56,388 $1.0M
Laird Norton Wetherby Trust Company, LLC 0.14% New 56,150 $1.0M
Black Cypress Capital Management, LLC 0.90% Reduce -8.7% 56,125 $1.0M
Rossmore Private Capital 0.13% No change 56,094 $1.0M
Watershed Private Wealth LLC 0.40% Add +0.6% 55,708 $1.0M
Planned Solutions, Inc. 0.42% Add +7.1% 55,705 $1.0M
CIBC Private Wealth Group LLC 0.00% Reduce -2.3% 55,023 $1.0M
Manchester Financial Inc. 0.22% Reduce -7.5% 55,100 $1.0M
Kiley Juergens Wealth Management, LLC 0.25% Add +2.8% 54,746 $1.0M
Nestegg Advisors, Inc. 1.02% — 52,234 $1.0M
Sigma Investment Counselors Inc. 0.06% Add +1.0% 54,536 $1.0M
Archer Investment Management, LLC 0.62% — 54,194 $1.0M
B. Riley Wealth Advisors, Inc. 0.03% Reduce -4.1% 53,909 $997K
Commerce Bank 0.01% Add +0.3% 53,618 $992K
American Investment Services, Inc. 0.17% No change 53,222 $985K
Procyon Advisors, LLC 0.06% Reduce -1.0% 53,052 $981K
Fonville Wealth Management LLC 0.32% Reduce -1.3% 53,045 $981K
WT Wealth Management 0.31% Reduce -49.5% 52,891 $979K
Abound Wealth Management 0.31% Add +0.9% 52,776 $976K
Citrine Capital LLC 0.72% — 52,664 $974K
Ashton Thomas Private Wealth, LLC 0.04% Reduce -7.3% 52,590 $973K
Flputnam Investment Management Co. 0.02% Add +4.3% 52,499 $971K
Versant Capital Management, Inc 0.21% Add +0.2% 52,445 $970K
Independent Financial Group, LLC 0.03% Add +2.9% 52,391 $969K
Bensler, LLC 0.12% Reduce -9.7% 52,319 $968K
Fairview Capital Investment Management, LLC 0.05% Add +0.4% 52,223 $966K
Gould Asset Management LLC 0.20% Reduce -4.0% 51,660 $956K
Red Door Wealth Management, LLC 0.15% Add +21.2% 51,291 $949K
Klingman & Associates, LLC 0.06% Reduce -21.7% 51,249 $948K
Bfsg, LLC 0.11% Add +14.6% 51,165 $947K
Tiaa Trust, National Association 0.00% Add +43.5% 50,795 $940K
Madden Advisory Services, Inc. 0.43% Reduce -1.7% 50,305 $931K
Lionshead Wealth Management, LLC 0.67% — 50,242 $929K
Donaldson Capital Management, LLC 0.04% Add +31.8% 50,147 $928K
Concurrent Investment Advisors, LLC 0.03% Add +28.6% 50,007 $925K
Geometric Wealth Advisors 0.17% Add +10.6% 49,712 $920K
Brown Advisory Inc. 0.00% Reduce -18.1% 49,658 $919K
Private Capital Management LLC 0.18% Add +3.3% 49,558 $917K
Quantinno Capital Management LP 0.01% Add +120.3% 49,353 $913K
Aspen Grove Capital, LLC 0.19% Add +4.1% 48,901 $905K
SGL Investment Advisors, Inc. 0.46% Reduce -49.0% 45,844 $903K
Strategic Investment Solutions, Inc. 0.30% Add +2.3% 47,017 $891K
Meeder Advisory Services, Inc. 0.06% Add +11.3% 48,068 $889K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% Reduce -17.9% 47,361 $876K
Rockefeller Capital Management L.P. 0.00% Add +8.3% 46,735 $865K
Avant Financial Advisors LLC 0.79% — 46,707 $864K
Fifth Third Bancorp 0.00% Add +3.0% 46,584 $862K
Ironwood Financial, llc 0.18% Add +13.8% 46,298 $857K
Fisher Asset Management 0.00% Add +84.4% 46,160 $854K
Cabot Wealth Management Inc. 0.11% Reduce -6.9% 46,075 $852K
Bridgewater Advisors Inc. 0.09% Reduce -50.8% 46,144 $851K
FineMark National Bank & Trust 0.03% Reduce -12.7% 45,482 $841K
Lewis Asset Management, LLC 0.64% Reduce -4.4% 45,350 $839K
Wernau Asset Management Inc. 0.81% — 45,246 $837K
Ballentine Partners, LLC 0.01% Add +22.4% 44,984 $832K
LTG Capital LLC 0.70% Add +1.0% 44,961 $832K
Sigma Planning Corp 0.03% Add +3.9% 44,597 $825K
Quadcap Wealth Management, LLC 0.12% Reduce -1.3% 44,441 $822K
Fagan Associates, Inc. 0.13% Reduce -1.4% 43,990 $814K
Investment Partners Asset Management, Inc. 0.62% Reduce -1.6% 42,810 $792K
SOL Capital Management CO 0.09% Add +9.2% 42,359 $784K
Principal Securities, Inc. 0.02% Add +18.1% 42,181 $780K
Vantage Financial Partners, LLC 0.19% Add +8.6% 41,893 $775K
Ritholtz Wealth Management 0.02% Add +20.1% 41,750 $772K
Brookstone Capital Management 0.01% Reduce -12.5% 41,703 $772K
HC Advisors, LLC 0.62% Reduce -6.8% 41,510 $768K
Russell Investments Group, Ltd. 0.00% Reduce -21.3% 41,506 $768K
Murphy, Middleton, Hinkle & Parker, Inc. 0.43% Add +4.1% 41,278 $764K
Brucke Financial, Inc. 0.66% — 39,455 $762K
Fielder Capital Group LLC 0.24% No change 40,959 $758K
Glass Jacobson Investment Advisors llc 0.25% Add +6.5% 40,700 $753K
Oppenheimer & Co. Inc. 0.01% New 40,601 $751K
Cascade Financial Partners, LLC 0.10% Reduce -49.9% 40,553 $750K
Primoris Wealth Advisors, LLC 0.57% No change 40,552 $750K
Successful Portfolios LLC 0.50% Reduce -1.9% 40,368 $747K
American Trust 0.06% New 40,129 $742K
Kings Path Partners LLC 0.31% Reduce -4.7% 39,723 $735K
Acorn Wealth Advisors, LLC 0.30% Reduce -2.8% 39,575 $732K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -1.3% 39,568 $732K
Simon Quick Advisors, LLC 0.04% Add +1.2% 39,564 $732K
Forum Financial Management, LP 0.01% Add +4.2% 38,992 $721K
AA Financial Advisors, LLC 0.19% No change 38,654 $715K
Emergent Wealth Advisors, LLC 0.52% Add +6.8% 38,572 $714K
Oppenheimer Asset Management Inc. 0.01% Add +14.4% 38,547 $713K
Mayflower Financial Advisors, LLC 0.11% No change 38,528 $713K
Cardiff Park Advisors, LLC 0.07% Add +5.9% 38,501 $712K
Twele Capital Management, Inc. 0.15% Add +4.5% 38,501 $712K
Davis Wealth Advisors, LLC 0.78% — 38,491 $712K
Arbor Capital Management Inc. 0.69% Add +16.7% 36,518 $706K
Engineers Gate Manager LP 0.01% New 38,073 $704K
Assetmark, Inc. 0.00% Add +2019.7% 38,069 $704K
Sei Investments Co. 0.00% Reduce -4.8% 38,012 $703K
Capital Analysts, LLC 0.03% Add +38.1% 37,682 $697K
Beaird Harris Wealth Management, LLC 0.06% Add +1.2% 37,590 $695K
Villere St Denis J & Co. LLC 0.06% No change 37,502 $694K
Hardin Capital Partners, LLC 0.42% Reduce -0.8% 37,283 $690K
Pineridge Advisors LLC 0.26% Add +8.0% 36,767 $680K
Tower Research Capital LLC (TRC) 0.01% New 36,735 $680K
NDVR, Inc. 0.65% No change 36,620 $677K
Delta Financial Group, Inc. 0.16% New 36,594 $677K
HUB Investment Partners, LLC 0.03% Add +73.5% 36,578 $677K
Stone Summit Wealth LLC 0.23% Add +1.9% 36,247 $671K
Biltmore Family Office, LLC 0.11% No change 36,188 $669K
Atria Wealth Solutions, Inc. 0.01% Reduce -42.8% 36,141 $669K
Manuka Financial, LLC 0.45% — 35,822 $663K
FWG Investments, LLC. 0.51% Add +32.7% 35,753 $661K
Harbour Investment Management LLC 0.29% No change 35,553 $658K
Elevation Wealth Partners, LLC 0.28% Add +2.3% 35,496 $657K
Citigroup Inc. 0.00% Reduce -32.5% 35,398 $655K
Keybank National Association 0.00% Add +0.5% 35,273 $653K
Lowe Brockenbrough & Co. Inc. 0.04% Reduce -6.6% 35,226 $652K
Carnegie Investment Counsel 0.02% Reduce -1.4% 35,058 $649K
Valued Retirements, Inc. 0.87% Add +35.0% 34,792 $644K
Millennium Management 0.00% New 34,785 $644K
IFG Advisory, LLC 0.04% Add +4.2% 34,667 $641K
Coastwise Capital Group, LLC 0.51% Add +5.4% 34,614 $640K
Front Row Advisors LLC 0.22% Reduce -0.7% 34,582 $640K
Wolff Financial Management LLC 0.18% Add +2.2% 34,559 $639K
Shakespeare Wealth Management, LLC 0.17% No change 34,398 $636K
Diversified Trust Co. 0.02% Add +0.7% 34,137 $632K
Seed Wealth Management, Inc. 0.51% Add +17.8% 33,940 $628K
Rehmann Capital Advisory Group 0.04% Add +1.3% 33,908 $627K
Coordinated Financial Services, Inc. 0.49% — 33,758 $625K
Merriman Wealth Management, LLC 0.03% Reduce -1.1% 33,560 $621K
Ausdal Financial Partners, Inc. 0.05% Add +10.0% 33,493 $620K
Vista Capital Partners, Inc. 0.07% Add +1.8% 33,390 $618K
Mather Group, Llc. 0.01% Reduce -4.5% 33,347 $617K
Crescent Sterling, Ltd. 0.63% Reduce -0.9% 33,321 $616K
Pflug Koory, LLC 0.04% Add +6.6% 33,020 $611K
Signature Estate & Investment Advisors LLC 0.02% Reduce -1.2% 33,015 $611K
Accel Wealth Management 0.23% No change 32,770 $606K
Willis Johnson & Associates, Inc. 0.05% Add +1.8% 32,699 $605K
CWA Asset Management Group, LLC 0.03% Reduce -1.5% 32,489 $601K
Certior Financial Group, LLC 0.53% — 32,434 $600K
Monograph Wealth Advisors, LLC 0.08% No change 32,056 $593K
Alesco Advisors, LLC, An ESL Co 0.02% Reduce -0.8% 31,548 $584K
Arq Wealth Advisors, LLC 0.22% Reduce -8.8% 31,528 $583K
Ranch Capital Advisors Inc. 0.27% Add +3.1% 31,460 $582K
VSM Wealth Advisory, LLC 0.21% — 31,455 $582K
Broadview Financial Management, LLC 0.41% Add +2.2% 31,354 $580K
ETF Store, Inc. 0.72% Add +0.8% 31,345 $580K
Quadrant Private Wealth Management, LLC 0.14% Add +8.3% 31,117 $576K
Basepoint Wealth LLC 0.46% Reduce -1.6% 30,974 $573K
Summit Financial, LLC 0.02% Add +72.1% 30,931 $572K
waypoint wealth counsel 0.37% Reduce -2.8% 30,729 $568K
Integral Investment Advisors, Inc. 0.18% Reduce -5.5% 30,640 $567K
Clarity Capital Advisors, LLC 0.38% Add +2.2% 30,631 $567K
Heartwood Wealth Advisors LLC 0.06% Reduce -3.9% 30,508 $564K
REDW Wealth LLC 0.20% Reduce -58.1% 30,358 $562K
Market Street Wealth Management Advisors LLC 0.09% Reduce -7.0% 30,306 $561K
Prospera Capital Management, LLC 0.41% — 30,206 $561K
MBE Wealth Management, LLC 0.32% Add +33.8% 30,250 $560K
Mairs & Power Inc. 0.01% No change 30,000 $555K
Pacific Asset Management, LLC 0.52% — 29,979 $555K
AAF Wealth Management, LLC 0.28% Reduce -6.6% 29,937 $554K
MBL Wealth, LLC 0.06% No change 29,670 $549K
Single Point Partners, LLC 0.13% New 29,618 $548K
Pathway Financial Advisors LLC 0.13% No change 29,488 $546K
Legacy Bridge, LLC 0.28% No change 29,330 $543K
Coldstream Capital Management Inc. 0.01% Reduce -1.6% 29,319 $542K
My Personal CFO, LLC 0.28% Add +0.2% 29,316 $542K
Francis Financial, Inc. 0.14% No change 29,219 $541K
Oxford Financial Group, LTD. LLC 0.03% Add +0.4% 29,094 $538K
RMR Wealth Builders 0.06% Reduce -0.4% 28,896 $535K
Sachem Hill LLC 0.11% Reduce -0.5% 28,840 $534K
Signature Resources Capital Management, LLC 0.47% Reduce -1.2% 28,699 $531K
Total Clarity Wealth Management, Inc. 0.17% Reduce -2.8% 28,630 $530K
Flower City Capital 0.32% Reduce -42.9% 28,558 $528K
DecisionMap Wealth Management, LLC 0.42% — 28,493 $527K
Oldfather Financial Services, LLC 0.20% Add +2.0% 28,430 $526K
Advisory Services Network, LLC 0.01% Reduce -14.2% 28,314 $524K
Nations Financial Group Inc, /Ia/ 0.04% Add +1.6% 28,251 $523K
Pinnacle Associates Ltd. 0.01% Reduce -41.9% 28,207 $522K
Sage Mountain Advisors LLC 0.04% No change 28,000 $518K
Level Four Advisory Services, LLC 0.02% Reduce -53.5% 27,983 $518K
Stockman Wealth Management, Inc. 0.08% Add +5.5% 27,875 $516K
Regal Investment Advisors LLC 0.04% Add +22.8% 27,863 $515K
FF Advisors,LLC 0.35% Reduce -50.0% 26,960 $514K
Joule Financial, LLC 0.18% Add +17.7% 27,743 $513K
Clear Investment Research, LLC 0.65% Add +0.3% 27,276 $505K
Acorn Financial Advisory Services Inc. 0.08% Reduce -4.2% 27,230 $504K
Centaurus Financial, Inc. 0.03% Add +9.6% 27,070 $501K
Laird Norton Wetherby Wealth Management, LLC 0.02% No change 27,009 $500K
Sterling Investment Management, LLC 0.39% Add +53.6% 26,897 $498K
FMB Wealth Management 0.28% No change 26,752 $495K
Consilium Wealth Advisory, LLC 0.24% Add +1.4% 26,689 $494K
LBMC Investment Advisors, LLC 0.04% Reduce -1.6% 26,678 $494K
Michael A. Dubis Financial Planning, LLC 0.48% — 26,585 $492K
Elios Financial Group Inc. 0.23% Add +1.6% 26,564 $491K
Values Added Financial LLC 0.28% Reduce -1.4% 26,546 $491K
Lloyd Advisory Services, LLC. 0.23% No change 26,314 $487K
Claro Advisors Inc. 0.07% Reduce -3.0% 26,198 $485K
Ifrah Financial Services, Inc. 0.13% Reduce -14.1% 26,126 $483K
Capital Investment Advisors, LLC 0.01% Add +86.0% 26,108 $483K
Equitable Holdings, Inc. 0.00% Add +1.2% 25,953 $480K
David Wealth Management LLC 0.40% — 25,905 $479K
Obsidian Cio, LLC 0.09% Add +0.5% 25,832 $478K
Baldwin Investment Management, LLC 0.06% Reduce -12.9% 25,781 $477K
TCI Wealth Advisors, Inc. 0.04% Reduce -5.4% 25,777 $477K
Quantitative Strategies, Inc. 0.25% New 25,658 $475K
Northeast Financial Consultants Inc 0.02% No change 25,652 $475K
Bowman & Co S.C. 0.25% Add +22.6% 25,592 $473K
Belpointe Asset Management LLC 0.03% Reduce -47.6% 11,600 $473K
Ehrlich Financial Group 0.34% Add +0.7% 25,560 $473K
Guardian Wealth Advisors, LLC 0.30% Add +1.7% 25,533 $472K
Collective Family Office LLC 0.13% Reduce -0.6% 25,490 $472K
Cornerstone Wealth Group, LLC 0.04% Add +5.9% 25,485 $471K
Capital Investment Advisory Services, LLC 0.05% No change 25,409 $470K
Jentner Corp 0.14% Reduce -49.7% 25,321 $468K
Glenmede Trust Co. NA 0.00% Add +85.5% 25,315 $468K
Crestwood Advisors Group, LLC 0.01% Add +144.8% 25,308 $468K
Wescott Financial Advisory Group, LLC 0.05% Add +1.7% 25,286 $468K
Weik Capital Management 0.19% Add +0.5% 25,255 $467K
Golden State Wealth Management, LLC 0.07% — 25,195 $466K
Bradley Foster & Sargent Inc. 0.01% Reduce -7.2% 25,160 $465K
Madison Asset Management, LLC 0.01% New 25,140 $465K
Madison Investment Advisors, LLC 0.01% — 25,140 $465K
Sawgrass Asset Management LLC 0.05% Reduce -21.3% 24,899 $461K
Brass Tax Wealth Management, Inc. 0.10% Add +21.6% 24,799 $459K
Becker Capital Management Inc. 0.01% No change 24,646 $456K
RTD Financial Advisors, Inc. 0.06% New 24,563 $454K
Parkside Financial Bank & Trust 0.06% Add +1.6% 24,435 $452K
Lyell Wealth Management, LP 0.04% No change 24,410 $452K
Transce3nd, LLC 0.15% — 24,396 $451K
Horan Securities, Inc. 0.17% Reduce -1.1% 24,093 $446K
StoneX Group Inc. 0.02% Add +23.3% 23,899 $442K
Interchange Capital Partners, LLC 0.16% Add +3.8% 23,874 $442K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.5% 23,865 $441K
Vishria Bird Financial Group, LLC 0.15% Reduce -11.3% 23,724 $439K
Granite Investment Partners, LLC 0.02% Add +3.9% 23,651 $438K
Financial Synergies Wealth Advisors, Inc. 0.05% Reduce -17.4% 23,565 $436K
J.W. Cole Advisors, Inc. 0.02% Reduce -16.0% 23,495 $435K
Everhart Financial Group, Inc. 0.09% Reduce -10.1% 23,415 $433K
Fragasso Financial Advisors Inc 0.03% Add +2.7% 23,407 $433K
Mission Creek Capital Partners, Inc. 0.09% Add +52.3% 34,494 $431K
Private Trust Co. NA 0.04% Add +13.4% 23,268 $430K
Palisade Asset Management, LLC 0.04% No change 23,104 $427K
Moneywise, Inc. 0.21% Add +64.2% 22,870 $423K
Sentinel Pension Advisors, LLC 0.08% Add +0.9% 22,828 $422K
Coppell Advisory Solutions LLC 0.06% Reduce -51.7% 22,701 $420K
Cordant, Inc. 0.22% No change 22,598 $418K
Smith Salley Wealth Management 0.03% Reduce -20.8% 22,577 $418K
Three Bridge Wealth Advisors, LLC 0.15% No change 22,527 $417K
Luts & Greenleigh Group, Inc. 0.41% No change 22,180 $410K
First Trust Advisors LP 0.00% New 21,970 $406K
Kera Capital Partners, Inc. 0.12% — 21,905 $405K
Optima Capital LLC 0.28% — 21,882 $405K
WealthPLAN Partners, LLC 0.06% Reduce -65.0% 21,777 $403K
MidAtlantic Capital Management, Inc. 0.29% Add +1.7% 21,751 $402K
Robertson Stephens Wealth Management, LLC 0.01% Add +8.0% 21,618 $400K
BlackRock, Inc. 0.00% Reduce -0.6% 21,617 $400K
Greenwood Gearhart LLC 0.03% Reduce -7.7% 21,283 $394K
Washington Trust Advisors, Inc. 0.03% No change 21,228 $393K
Hurlow Wealth Management Group, Inc. 0.12% Reduce -3.5% 21,209 $392K
Wingate Wealth Advisors, Inc. 0.38% — 21,179 $392K
MeadowBrook Investment Advisors LLC 0.35% Reduce -0.7% 21,168 $392K
Advisor OS, LLC 0.05% Add +69.0% 21,126 $391K
Stratos Wealth Partners, LTD. 0.01% Reduce -41.0% 20,889 $386K
Carlson Capital Management 0.02% Reduce -5.2% 20,809 $385K
Fca Corp. 0.12% Reduce -0.4% 20,786 $385K
Key Financial Inc 0.09% Add +0.7% 20,730 $383K
Kestra Private Wealth Services, LLC 0.01% Reduce -0.5% 20,718 $383K
Gallagher Fiduciary Advisors, LLC 0.07% New 20,688 $383K
Well Done, LLC 0.07% Reduce -50.0% 9,305 $383K
DAVENPORT & Co LLC 0.00% Reduce -2.1% 20,660 $382K
Westshore Wealth, LLC 0.15% Add +2.2% 20,587 $381K
Cornerstone Planning Group LLC 0.09% Reduce -48.9% 19,652 $380K
Chatham Capital Group, Inc. 0.06% No change 20,555 $380K
SIMA Wealth Partners, LLC 0.32% Add +6.5% 20,522 $380K
Fearless Solutions, LLC dba Best Invest 0.29% — 20,520 $380K
ORBA Wealth Advisors, L.L.C. 0.20% Reduce -5.8% 20,494 $379K
Victory Financial Group, LLC 0.10% — 20,483 $379K
Werba Rubin Papier Wealth Management 0.09% Reduce -1.0% 20,458 $378K
Portside Wealth Group, LLC 0.06% Reduce -13.3% 20,442 $378K
Vermillion Wealth Management, Inc. 0.19% — 20,396 $377K
Proffitt & Goodson Inc. 0.06% No change 20,380 $377K
Stevens Capital Partners 0.17% Add +2.3% 20,333 $376K
Birchbrook, Inc. 0.21% No change 20,326 $376K
Silver Oak Advisory Group, Inc. 0.20% Reduce -1.3% 20,349 $376K
Financial Advocates Investment Management 0.02% Reduce -9.5% 20,240 $374K
Transcend Capital Advisors, LLC 0.03% Add +2.2% 20,098 $372K
Sabal Trust CO 0.02% No change 20,080 $371K
Astra Wealth Partners LLC 0.35% — 20,070 $371K
U.S. Capital Wealth Advisors, LLC 0.01% Add +20.9% 19,959 $369K
First Manhattan Co. Llc. 0.00% Reduce -17.7% 19,936 $369K
PDS Planning, Inc 0.03% Add +8.9% 19,746 $365K
Great Lakes Advisors, LLC 0.00% Add +2.2% 19,731 $365K
Triton Financial Group Inc 0.23% No change 19,570 $362K
Goldstein Advisors, LLC 0.05% Add +2.0% 19,420 $359K
Castle Wealth Management LLC 0.14% Reduce -4.6% 19,412 $359K
&partners 0.00% Reduce -8.1% 19,349 $359K
New England Private Wealth Advisors LLC 0.06% Add +6.5% 19,396 $359K
CWC Advisors, LLC. 0.36% Add +0.9% 19,376 $358K
Jacobs & Co. 0.04% No change 19,362 $358K
Wealthcare Capital Management LLC 0.04% No change 19,286 $357K
Silver Oak Securities, Incorporated 0.03% New 19,238 $356K
Western Wealth Management, LLC 0.02% Reduce -25.2% 19,137 $354K
Adero Partners, LLC 0.02% Reduce -0.2% 18,850 $349K
Marshall Financial Group, LLC 0.08% Reduce -2.2% 18,844 $349K
GM Advisory Group, LLC 0.02% No change 18,800 $348K
Trexquant Investment LP 0.00% New 18,771 $347K
Creekmur Asset Management LLC 0.08% Add +0.1% 18,663 $345K
Investment Advisory Group, LLC 0.11% No change 18,548 $343K
Haverford Trust Co 0.00% Add +0.6% 18,406 $341K
Jim Saulnier & Associates, LLC 0.29% Add +2.2% 18,389 $340K
Rede Wealth, LLC 0.13% No change 18,354 $340K
Westbourne Investments, Inc. 0.20% — 18,334 $339K
Ironwood Investment Counsel, LLC 0.06% Reduce -5.3% 18,272 $338K
Everett Harris & Co. 0.00% Add +1.4% 18,256 $338K
Sandy Spring Bank 0.01% Reduce -6.4% 18,252 $338K
Darrow Company, Inc. 0.20% No change 18,176 $336K
25 LLC 0.14% Add +3.6% 18,094 $335K
Fiducient Advisors LLC 0.04% Reduce -3.1% 17,920 $332K
Morton Brown Family Wealth, LLC 0.12% Add +62.0% 17,884 $331K
Blue Bell Private Wealth Management, LLC 0.06% Add +2.7% 17,868 $331K
Aviance Capital Partners, LLC 0.05% New 17,806 $329K
Burling Wealth Partners, LLC 0.07% — 17,783 $329K
Family Investment Center, Inc. 0.08% Add +1.2% 17,737 $328K
Mayfair Advisory Group, LLC 0.19% Add +24.0% 17,631 $326K
Sachetta, LLC 0.13% No change 17,516 $324K
Parkshore Wealth Management, Inc. 0.19% — 17,438 $323K
Cannon Wealth Management Services, LLC 0.28% New 16,863 $322K
Bigelow Investment Advisors, LLC 0.15% Reduce -18.9% 17,394 $322K
Integrated Investment Consultants, LLC 0.07% Add +0.6% 17,262 $319K
Mosaic Family Wealth Partners, LLC 0.05% No change 17,200 $318K
Paulson Wealth Management Inc. 0.09% Reduce -24.0% 17,190 $318K
Pacific Point Advisors, LLC 0.19% — 16,436 $318K
Canvas Wealth Advisors, LLC 0.08% New 17,155 $317K
BIP Wealth, LLC 0.02% New 17,115 $317K
Midwest Financial Group LLC 0.18% Add +0.6% 17,085 $316K
Heritage Investors Management Corp. 0.01% Add +9.0% 16,950 $314K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -38.2% 16,948 $314K
Strategic Equity Management 0.13% New 16,887 $312K
Modus Advisors, LLC 0.10% Reduce -13.5% 16,830 $311K
Intrua Financial, LLC 0.05% Reduce -71.6% 16,681 $309K
Brio Consultants, LLC 0.05% Add +28.4% 16,563 $306K
AMG National Trust Bank 0.01% No change 16,470 $305K
Essex Bank 0.08% Add +2.9% 16,429 $304K
Keystone Wealth Services, LLC 0.08% Reduce -14.6% 16,401 $303K
Cullen/Frost Bankers, Inc. 0.00% New 16,331 $302K
Westmount Partners, LLC 0.09% Add +64.6% 16,250 $301K
Keystone Financial Group 0.03% Add +0.2% 16,234 $300K
Beacon Capital Management, LLC 0.04% Add +0.7% 15,983 $296K
Rainier Family Wealth Inc. 0.36% — 15,982 $296K
Potentia Wealth 0.13% — 15,982 $296K
Accredited Investors Inc. 0.02% Add +0.3% 15,925 $295K
Stephenson & Company, Inc. 0.20% No change 15,924 $295K
Disciplined Investors, L.L.C. 0.28% — 16,000 $294K
Crewe Advisors LLC 0.04% Add +2.2% 15,858 $293K
Smart Portfolios, LLC 0.31% No change 15,820 $293K
Revisor Wealth Management LLC 0.27% Reduce -38.4% 15,807 $292K
Rollins Financial Advisors, LLC 0.05% Reduce -30.3% 15,786 $292K
Tiemann Investment Advisors, LLC 0.13% No change 15,746 $291K
VCI Wealth Management LLC 0.12% Add +3.8% 15,651 $290K
Colorado Capital Management, Inc. 0.14% Add +1.9% 15,573 $288K
Prudent Investors Network, Inc. 0.08% New 15,505 $287K
Advisory Alpha, LLC 0.01% No change 15,346 $284K
Fiduciary Group, LLC 0.03% Reduce -2.5% 15,332 $284K
Journey Strategic Wealth LLC 0.01% Add +7.3% 15,275 $283K
NewSquare Capital LLC 0.02% Reduce -35.7% 15,096 $279K
Family Firm, Inc. 0.06% Add +17.3% 15,058 $279K
HCR Wealth Advisors 0.03% Reduce -0.5% 14,948 $277K
Lutz Financial Services LLC 0.02% New 14,938 $276K
CreativeOne Wealth, LLC 0.01% Add +2.1% 14,906 $276K
Manske Wealth Management 0.11% — 14,901 $276K
Stratos Investment Management, LLC 0.02% Reduce -41.3% 14,887 $275K
Comprehensive Money Management Services LLC 0.23% — 14,874 $275K
Uptick Partners, LLC 0.10% Add +1.9% 14,809 $274K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +9.5% 14,808 $274K
Northwest Wealth Management, LLC 0.06% No change 14,784 $274K
Austin Private Wealth, LLC 0.03% Add +16.9% 14,777 $273K
J. L. Bainbridge & Co., Inc. 0.03% Add +0.2% 14,767 $273K
MCF Advisors LLC 0.02% Add +7.5% 14,678 $272K
Everstar Asset Management, LLC 0.19% Add +23.8% 14,664 $271K
Moneco Advisors, LLC 0.03% Add +1.8% 14,638 $271K
Satovsky Asset Management LLC 0.06% Reduce -23.1% 14,518 $269K
Signal Advisors Wealth, LLC 0.03% Add +4.4% 14,488 $268K
Linscomb Wealth, Inc. 0.01% Reduce -8.9% 14,484 $268K
SRH Advisors, LLC 0.08% Add +0.7% 14,460 $268K
Twelve Points Wealth Management LLC 0.08% No change 14,460 $268K
Builder Investment Group Inc. 0.07% Add +2.1% 14,416 $267K
Galvin, Gaustad & Stein, LLC 0.02% No change 14,412 $267K
Nicolet Bankshares Inc. 0.05% Reduce -8.2% 14,366 $266K
Laurel Wealth Advisors LLC 0.04% Add +0.3% 14,288 $264K
Sage Rhino Capital LLC 0.06% Add +3.2% 13,843 $256K
Avity Investment Management Inc. 0.02% No change 13,800 $255K
Sapient Capital LLC 0.00% New 13,788 $255K
Rossby Financial, LCC 0.16% — 13,784 $255K
Merit Financial Group, LLC 0.00% Add +3.3% 13,767 $255K
Strategic Wealth Investment Group, LLC 0.01% New 13,585 $251K
Patten & Patten Inc. 0.02% Reduce -1.8% 13,567 $251K
Mayport, LLC 0.07% Add +1.6% 13,548 $251K
PFG Advisors 0.02% Reduce -23.9% 13,532 $250K
Jacobi Capital Management LLC 0.02% No change 13,416 $248K
PFG Investments, LLC 0.02% Add +5.4% 13,366 $247K
Shearwater Capital LLC 0.17% No change 13,328 $247K
Kingswood Wealth Advisors, LLC 0.02% New 13,289 $246K
Boston Trust Walden Corp 0.00% No change 13,272 $246K
White Lighthouse Investment Management Inc. 0.04% Reduce -2.2% 13,267 $245K
Perritt Capital Management Inc 0.13% Add +333.3% 13,259 $245K
YHB Investment Advisors, Inc. 0.02% Add +2.4% 13,224 $245K
Calamos Advisors LLC 0.00% Add +5.8% 13,194 $244K
Lathrop Investment Management Co. 0.05% Reduce -1.9% 13,193 $244K
Goldstone Financial Group, LLC 0.04% New 13,176 $244K
BOS Asset Management, LLC 0.09% No change 13,166 $244K
Mengis Capital Management, Inc. 0.05% Add +0.8% 13,108 $242K
Landing Point Financial Group, LLC 0.18% — 12,295 $242K
IRON Financial LLC 0.14% Reduce -1.2% 13,052 $241K
Maia Wealth LLC 0.05% Reduce -74.8% 12,464 $241K
Hutchens & Kramer Investment Management Group, LLC 0.13% No change 12,942 $239K
D.A. Davidson & Co. 0.00% Reduce -24.5% 12,930 $239K
Astoria Portfolio Advisors LLC. 0.08% Reduce -49.6% 12,787 $236K
Regimen Wealth, LLC 0.08% Add +10.6% 12,726 $235K
Empirical Asset Management, LLC 0.08% Reduce -20.1% 12,677 $235K
Plancorp, LLC 0.01% Add +1.0% 12,675 $234K
Vernal Point Advisors, LLC 0.16% No change 12,620 $233K
Squarepoint Ops LLC 0.00% Reduce -79.9% 12,609 $233K
Macroview Investment Management LLC 0.24% Add +0.8% 12,580 $233K
Lowe Wealth Advisors, LLC 0.10% Add +193.6% 12,553 $232K
First Foundation Advisors 0.01% Add +9.0% 12,531 $232K
Lantern Wealth Advisors, LLC 0.15% No change 12,489 $231K
Hutchinson Capital Management 0.04% No change 12,484 $231K
Founders Financial Securities LLC 0.02% Reduce -24.6% 12,481 $231K
Spire Wealth Management 0.01% Add +21.4% 12,406 $230K
International Assets Investment Management, LLC 0.02% New 12,421 $229K
Hartline Investment Corp./ 0.03% No change 12,370 $229K
Lavaca Capital LLC 0.10% No change 12,324 $228K
Pine Valley Investments Ltd Liability Co 0.01% New 12,261 $227K
Chicago Capital, LLC 0.01% New 12,244 $227K
Bank of Hawaii 0.01% Reduce -10.6% 12,242 $226K
Tritonpoint Wealth, LLC 0.02% Add +24.0% 12,066 $223K
Waterfront Wealth Inc. 0.05% Reduce -50.0% 12,048 $223K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Add +1.3% 12,042 $223K
Dahring | Cusmano LLC 0.20% — 12,030 $223K
Peak Asset Management, LLC 0.04% No change 11,954 $221K
Root Financial Partners, LLC 0.03% New 11,888 $220K
Balanced Wealth Group LLC 0.10% Add +2.2% 11,377 $220K
IronBridge Private Wealth, LLC 0.08% No change 11,870 $220K
Wood Tarver Financial Group, LLC 0.07% — 11,848 $219K
Scott Capital Advisors, LLC 0.06% Add +3.2% 11,920 $219K
BLB&B Advisors, LLC 0.01% Reduce -13.8% 11,826 $219K
Busey Bank 0.01% New 11,800 $218K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -2.6% 11,775 $218K
Global Wealth Strategies & Associates 0.07% Add +0.5% 11,733 $217K
LJI Wealth Management, LLC 0.04% Reduce -0.1% 11,704 $217K
Index Fund Advisors, Inc. 0.01% Add +0.8% 11,689 $216K
Paragon Capital Management Ltd 0.04% No change 11,662 $216K
Martin Worley Group 0.13% — 11,594 $214K
Ethos Financial Group, LLC 0.03% New 11,526 $213K
Waterloo Capital, L.P. 0.02% Reduce -0.2% 11,505 $213K
Robinswood Financial LLC 0.08% No change 11,454 $212K
State Street Corp. 0.00% New 11,420 $211K
Arkansas Financial Group, Inc. 0.03% Add +8.3% 11,407 $211K
Clal Insurance Enterprises Holdings Ltd 0.00% New 11,420 $211K
Sage Financial Group Inc. 0.02% Reduce -6.5% 11,380 $211K
Fiduciary Financial Group, LLC 0.05% New 11,402 $210K
Lakeridge Wealth Management LLC 0.11% Reduce -1.0% 11,338 $210K
Evolution Advisers, Inc. 0.11% No change 11,336 $209K
Liberty Wealth Management LLC 0.03% New 11,210 $207K
RBA Wealth Management, LLC 0.08% Reduce -3.5% 11,195 $207K
Curio Wealth, LLC 0.11% — 11,132 $206K
Forza Wealth Management, LLC 0.09% No change 11,126 $206K
Envestnet Portfolio Solutions, Inc. 0.00% Add +8.4% 11,103 $205K
Novem Group 0.03% — 11,015 $204K
Cobblestone Capital Advisors LLC 0.01% No change 10,856 $201K
Walkner Condon Financial Advisors LLC 0.04% No change 10,849 $201K
Joseph P. Lucia & Associates, LLC 0.09% Add +1.3% 10,814 $200K
Radnor Capital Management, LLC 0.03% No change 10,768 $199K
Ibex Wealth Advisors 0.02% New 10,745 $199K
Johnson Financial Group, Inc. 0.01% New 10,263 $198K
Meridian Financial Advisors, LLC 0.14% Add +3.9% 10,645 $197K
Plan A Wealth LLC 0.18% — 10,640 $197K
Morris Financial Concepts, Inc. 0.08% No change 10,602 $196K
Tocqueville Asset Management L.P. 0.00% Add +6.7% 10,590 $196K
Eagle Strategies LLC 0.03% Add +2.8% 10,582 $196K
XTX Topco Ltd 0.02% New 10,579 $196K
Concourse Financial Group Securities, Inc. 0.01% Add +1.3% 10,144 $194K
SignalPoint Asset Management, LLC 0.05% Add +5.8% 10,463 $194K
Diversify Advisory Services, LLC 0.01% New 10,496 $193K
Accelerate Investment Advisors LLC 0.17% Add +1.2% 10,432 $193K
Whittier Trust Co. of Nevada Inc. 0.00% No change 10,368 $192K
Blue Zone Wealth Advisors, LLC 0.06% No change 10,308 $191K
Northwest Quadrant Wealth Management, LLC 0.04% Add +1.7% 10,295 $190K
Bellwether Advisors, LLC 0.03% No change 10,150 $188K
Trust Co. of Vermont 0.01% No change 10,094 $187K
Marietta Investment Partners LLC 0.04% Add +3.1% 10,090 $187K
RCS Financial Planning, LLC 0.10% New 10,018 $185K
Prospera Financial Services Inc 0.00% Reduce -10.7% 10,014 $185K
Accredited Wealth Management, LLC 0.16% — 9,867 $183K
Sound Income Strategies, LLC 0.01% Add +711.2% 9,507 $176K
Atlatl Advisers LLC 0.10% — 9,449 $175K
Continuum Advisory, LLC 0.02% Reduce -29.9% 9,390 $174K
Greenline Partners, LLC 0.02% New 9,338 $173K
Blue Trust, Inc. 0.00% Reduce -59.1% 8,923 $165K
Hexagon Capital Partners LLC 0.03% Add +1.5% 8,681 $161K
TFC Financial Management, Inc. 0.02% No change 8,502 $157K
Urban Financial Advisory Corp 0.09% No change 8,482 $157K
Morling Financial Advisors, LLC 0.05% Reduce -61.7% 8,415 $156K
Carolinas Wealth Consulting LLC 0.03% Add +2.2% 8,267 $153K
Ritter Daniher Financial Advisory LLC / DE 0.04% No change 7,935 $147K
Arax Advisory Partners 0.01% Add +1129.0% 7,915 $146K
Lee Danner & Bass Inc. 0.01% New 7,634 $141K
First Horizon Advisors, Inc. 0.00% No change 7,606 $141K
Ogorek Anthony Joseph /NY/ 0.04% Add +2.2% 7,546 $139K
National Bank of Canada 0.00% Add +20.1% 7,454 $138K
Compass Planning Associates Inc 0.13% — 7,122 $132K
Medallion Wealth Advisors, LLC 0.06% — 6,903 $128K
Rothschild Investment LLC 0.01% Reduce -17.7% 6,796 $126K
Plante Moran Financial Advisors, LLC 0.01% No change 6,666 $123K
Ridgewood Investments LLC 0.06% No change 6,656 $123K
Human Investing LLC 0.02% New 6,549 $121K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 6,532 $121K
Quent Capital, LLC 0.01% Add +1071.1% 6,371 $118K
Richardson Capital Management LLC 0.07% Reduce -63.8% 6,360 $118K
Investors Research Corp 0.03% No change 6,314 $117K
Synergy Investment Management, LLC 0.05% — 6,160 $114K
Mowery & Schoenfeld Wealth Management, LLC 0.22% Reduce -7.0% 6,120 $113K
Cutler Capital Management, LLC 0.05% No change 6,000 $111K
EPG Wealth Management LLC 0.03% Add +2.1% 5,929 $110K
Gables Capital Management Inc. 0.05% No change 5,922 $110K
Caldwell Trust Co 0.01% No change 5,844 $108K
Sunbelt Securities, Inc. 0.01% Reduce -31.9% 5,787 $107K
Pinnacle Bancorp, Inc. 0.03% Add +3.3% 5,665 $105K
FLP Wealth Management, LLC 0.27% — 5,663 $105K
Glassman Wealth Services 0.02% Add +43.8% 5,581 $103K
GeoWealth Management, LLC 0.00% Add +15.6% 5,424 $100K
Dunhill Financial, LLC 0.05% No change 5,338 $99K
Noble Wealth Management PBC 0.07% — 5,251 $97K
Jackson Hole Capital Partners, LLC 0.02% No change 5,236 $97K
Colonial Trust Co / SC 0.01% Reduce -38.9% 5,200 $96K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -32.1% 5,142 $95K
WASHINGTON TRUST Co 0.00% Reduce -9.1% 5,115 $95K
Tucker Asset Management LLC 0.02% Add +620.7% 5,059 $94K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -1.5% 5,001 $92K
EverSource Wealth Advisors, LLC 0.01% Reduce -46.1% 4,854 $90K
Integrity Financial Corp 0.05% New 4,662 $86K
Promus Capital, LLC 0.07% — 4,590 $85K
Fairman Group, LLC 0.07% Add +8.5% 4,589 $85K
Phillips Financial Management, LLC 0.01% Reduce -37.7% 4,547 $84K
Raffa Wealth Management, LLC 0.02% Add +29.1% 4,536 $84K
IAG Wealth Partners, LLC 0.01% Reduce -38.9% 4,460 $83K
Orion Capital Management LLC 0.04% New 4,298 $80K
Smithfield Trust Co 0.00% No change 4,232 $79K
Physician Wealth Advisors, Inc. 0.01% New 4,059 $75K
Avion Wealth 0.02% No change 3,920 $72K
Hoey Investments, Inc. 0.01% Reduce -2.9% 3,860 $71K
West Financial Advisors, LLC 0.01% No change 3,808 $70K
Balentine LLC 0.00% No change 3,778 $70K
Security National Bank 0.01% New 3,722 $69K
Painted Porch Advisors LLC 0.03% Reduce -3.8% 3,668 $68K
Castleview Partners, LLC 0.04% Reduce -3.5% 3,608 $67K
WealthCollab, LLC 0.04% Add +0.5% 3,525 $65K
Westend Capital Management, LLC 0.02% New 3,512 $65K
Quest 10 Wealth Builders, Inc. 0.06% — 3,508 $65K
Future Financial Wealth Managment LLC 0.05% No change 3,508 $65K
Atlas Capital Advisors Inc. 0.01% No change 3,466 $64K
EnRich Financial Partners LLC 0.02% Add +8.3% 3,384 $63K
Hamilton Point Investment Advisors, LLC 0.01% No change 3,348 $62K
Lindbrook Capital, LLC 0.01% No change 3,310 $61K
JDM Financial Group LLC 0.03% No change 3,280 $61K
Highline Wealth Partners LLC 0.02% Add +12.3% 3,041 $56K
Friedenthal Financial 0.03% Add +1.2% 2,996 $55K
Howe & Rusling Inc. 0.00% Reduce -16.9% 2,990 $55K
Stonebridge Financial Group, LLC 0.01% — 2,939 $54K
Wilmington Savings Fund Society, FSB 0.00% Reduce -50.0% 2,731 $51K
West Branch Capital LLC 0.02% No change 2,706 $50K
Tidemark, LLC 0.02% Add +0.3% 2,596 $48K
GAMMA Investing LLC 0.00% No change 2,542 $47K
Hantz Financial Services, Inc. 0.00% No change 2,508 $46K
SouthState Bank Corp 0.00% Reduce -68.6% 2,392 $44K
Halbert Hargrove Global Advisors, LLC 0.00% New 2,269 $42K
TD Capital Management LLC 0.00% Add +2.3% 2,221 $41K
Wagner Wealth Management, LLC 0.01% Add +30.5% 2,164 $40K
Catherine Avery Investment Management LLC 0.03% — 2,044 $38K
Pinney & Scofield, Inc. 0.03% — 2,039 $38K
Caitlin John, LLC 0.02% Reduce -56.2% 1,967 $36K
Hemington Wealth Management 0.01% Add +215.1% 1,966 $36K
Hollencrest Capital Management 0.00% No change 1,930 $36K
GPS Wealth Strategies Group, LLC 0.00% No change 1,905 $35K
Main Street Group, LTD 0.01% Reduce -11.6% 1,850 $34K
Guardian Wealth Management, Inc. 0.02% Reduce -59.8% 1,840 $34K
Transcendent Capital Group LLC 0.02% No change 1,838 $34K
Clarkston Capital Partners, LLC 0.00% Add +1.3% 1,834 $34K
Brown Brothers Harriman & Co. 0.00% New 1,824 $34K
CENTRAL TRUST Co 0.00% Reduce -61.0% 1,810 $33K
Center for Financial Planning, Inc. 0.00% Reduce -4.5% 1,694 $31K
Kieckhefer Group LLC 0.02% — 1,650 $31K
Nemes Rush Group LLC 0.00% Add +20.7% 1,598 $30K
Aspect Partners, LLC 0.02% Reduce -2.8% 1,542 $29K
Glen Eagle Advisors, LLC 0.00% Add +341.4% 1,536 $28K
WR Wealth Planners, LLC 0.01% Add +2.1% 1,530 $28K
Game Plan Financial Advisors, LLC 0.01% No change 1,420 $26K
UMB Bank, n.a. 0.00% No change 1,400 $26K
Founders Financial Alliance, LLC 0.01% No change 1,394 $26K
St Germain D J Co. Inc. 0.00% No change 1,388 $26K
Ameriflex Group, Inc. 0.01% — 1,312 $25K
High Note Wealth, LLC 0.01% New 1,348 $25K
Kozak & Associates, Inc. 0.01% Reduce -48.9% 1,295 $24K
SYM FINANCIAL Corp 0.00% No change 1,258 $23K
Syntax Research, Inc. 0.02% Add +2.2% 1,257 $23K
Pillar Financial Advisors, LLC 0.02% — 1,174 $22K
Financial Freedom, LLC 0.01% Add +2.2% 1,161 $21K
American Capital Advisory, LLC 0.01% Add +18.3% 1,143 $21K
Synergy Asset Management, LLC 0.00% New 484 $20K
Stephens Consulting, LLC 0.00% Add +14.4% 986 $18K
Element Wealth, LLC 0.01% No change 978 $18K
Rise Advisors, LLC 0.01% Add +2.3% 929 $17K
Venturi Wealth Management, LLC 0.00% New 919 $17K
SJS Investment Consulting Inc. 0.00% No change 908 $17K
RE Dickinson Investment Advisors, LLC 0.01% Add +0.4% 90,104 $17K
Raleigh Capital Management Inc. 0.01% Add +2.3% 863 $16K
ORG Partners LLC 0.00% Reduce -4.5% 852 $16K
Van Hulzen Asset Management, LLC 0.00% New 834 $15K
Brown, Lisle/Cummings, Inc. 0.00% No change 786 $15K
Bray Capital Advisors 0.00% No change 760 $14K
Farmers & Merchants Investments Inc. 0.00% No change 664 $12K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +2.2% 642 $12K
CNB Bank 0.01% No change 638 $12K
Mattson Financial Services, LLC 0.00% New 287 $12K
First Pacific Financial 0.00% Reduce -19.5% 631 $12K
North Ridge Wealth Advisors, Inc. 0.01% New 616 $11K
GW&K Investment Management, LLC 0.00% No change 618 $11K
Eagle Bay Advisors LLC 0.01% No change 574 $11K
Financial Gravity Companies, Inc. 0.00% New 562 $10K
Investment Counsel Co. of Nevada 0.03% — 532 $10K
Private Wealth Management Group, LLC 0.00% No change 506 $9K
Coston, McIsaac & Partners 0.00% No change 528 $9K
Westside Investment Management, Inc. 0.00% No change 454 $8K
City State Bank 0.00% No change 450 $8K
CBIZ Investment Advisory Services, LLC 0.00% No change 446 $8K
Contravisory Investment Management, Inc. 0.00% No change 442 $8K
Christopher J. Hasenberg, Inc 0.00% New 433 $8K
HighMark Wealth Management LLC 0.00% Add +2.2% 413 $8K
Iron Horse Wealth Management, LLC 0.00% No change 412 $8K
St. Johns Investment Management Company, LLC 0.00% New 410 $8K
Smartleaf Asset Management LLC 0.00% Reduce -1.5% 402 $7K
Crowley Wealth Management, Inc. 0.01% — 400 $7K
Franklin Resources Inc. 0.00% No change 400 $7K
Valued Wealth Advisors LLC 0.00% Add +1.8% 391 $7K
JNBA Financial Advisors 0.00% No change 390 $7K
TD Waterhouse Canada Inc. 0.00% New 386 $7K
Horrell Capital Management, Inc. 0.00% No change 390 $7K
FSA Wealth Management LLC 0.00% Reduce -36.1% 377 $7K
Decker Retirement Planning Inc. 0.00% — 370 $7K
Colonial Trust Advisors 0.00% New 340 $6K
Bear Mountain Capital, Inc. 0.00% Reduce -50.0% 322 $6K
Addison Advisors LLC 0.00% No change 330 $6K
West Oak Capital, LLC 0.00% Reduce -3.3% 32,660 $6K
Wolff Wiese Magana LLC 0.00% No change 290 $5K
Gen-Wealth Partners Inc 0.00% Reduce -46.5% 278 $5K
Bridge Generations Wealth Management LLC 0.00% — 274 $5K
Archer Investment Corp 0.00% Add +2.3% 272 $5K
AlphaMark Advisors, LLC 0.00% Add +0.3% 287 $5K
Maryland Capital Advisors Inc. 0.00% No change 268 $5K
Towne Trust Company, N.A 0.00% New 242 $4K
Western Pacific Wealth Management, LP 0.00% Add +2.6% 238 $4K
Atmos Advisory, LLC 0.00% No change 226 $4K
Keener Financial Planning LLC 0.00% New 247 $4K
NBZ Investment Advisors LLC 0.00% — 206 $4K
Concord Wealth Partners 0.00% Reduce -74.8% 206 $4K
Aberdeen Wealth Management LLC 0.00% No change 200 $4K
Blume Capital Management, Inc. 0.00% Add +2.4% 174 $3K
Independence Bank of Kentucky 0.00% No change 174 $3K
Salomon & Ludwin, LLC 0.00% Add +937.5% 166 $3K
Toth Financial Advisory Corp. 0.00% No change 160 $3K
Truvestments Capital LLC 0.00% No change 138 $3K
Rice Partnership, LLC 0.00% Reduce -93.1% 136 $3K
Heritage Wealth Advisors 0.00% Add +2.6% 119 $2K
Innovative Advisory Group, LLC 0.00% — 116 $2K
Tompkins Financial Corp. 0.00% No change 92 $2K
Sugarloaf Wealth Management, LLC 0.00% Reduce -97.9% 88 $2K
Harbor Investment Advisory, LLC 0.00% No change 74 $1K
Prudent Man Investment Management, Inc. 0.00% — 72 $1K
United Community Bank 0.00% New 72 $1K
Whittier Trust Co. 0.00% No change 72 $1K
Townsend Asset Management Corp. /NC/ 0.00% No change 70 $1K
Global Trust Asset Management, LLC 0.00% No change 66 $1K
Godsey & Gibb, Inc. 0.00% No change 64 $1K
Graney & King, LLC 0.00% — 61 $1K
Fortitude Family Office, LLC 0.00% No change 48 $888
Bokf, NA 0.00% Reduce -99.5% 22 $405
Legend Financial Advisors, Inc. 0.00% New 20 $370
Mendota Financial Group, LLC 0.00% No change 14 $259
Runnymede Capital Advisors, Inc. 0.00% — 10 $185
NWK Group, Inc. 0.00% Add +75.0% 7 $130
Sittner & Nelson, LLC 0.00% New 6 $111
Islay Capital Management, LLC 0.00% Reduce -50.0% 1 $13
TD Private Client Wealth LLC 0.00% Reduce -50.0% 1 $11

"% of holder's portfolio" is SCHF's weight in each manager's 13F, not the share of Schwab Intl Equity ETF the manager owns.