Schwab Intl Equity ETFSCHFETF
13F holders, Q4 2024 (December 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $49.3M |
| Exits | 58 | $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.