Schwab Intl Equity ETFSCHFETF

13F holders, Q1 2025 (March 31)
1,310holders +13
96new positions
79sold out
4famous investors
$19.77avg. 13F price*

At the end of Q1 2025, 1,310 institutions reported holding Schwab Intl Equity ETF (SCHF) in their 13F filings, up 13 from Q4 2024. 96 opened new positions and 79 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($6.9B), Empower Advisory Group, LLC ($3.7B) and Financial Engines Advisors L.L.C. ($3.4B). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions96$104.6M
Exits79$55.9M

All 13F filers, Q4 2024 → Q1 2025: 69,018,291 shares bought and 35,061,622 shares sold, net +33,956,669 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,310 holders

Northwestern Mutual Wealth Management Co. 5.63% Add +3.9% 348,092,210 $6.9B
Empower Advisory Group, LLC 11.93% Add +2.0% 184,791,578 $3.7B
Financial Engines Advisors L.L.C. 7.23% Reduce -1.2% 170,365,624 $3.4B
Wealthfront Advisers LLC 5.56% Reduce -2.4% 104,770,919 $2.1B
Creative Planning 0.77% Reduce -1.1% 41,257,141 $816.1M
Betterment LLC 1.11% Reduce -3.9% 23,595,575 $466.7M
HighTower Advisors, LLC 0.58% Reduce -1.0% 21,650,268 $428.2M
Corient Private Wealth LP 0.70% Reduce -3.9% 21,627,758 $427.8M
Wealthspire Advisors, LLC 2.42% Add +100.6% 20,460,262 $404.7M
US Bancorp \de 0.38% Reduce -4.5% 14,518,942 $287.2M
SCS Capital Management LLC 3.31% Add +22.1% 13,136,350 $259.8M
Envestnet Asset Management Inc. 0.08% Reduce -6.1% 12,684,697 $250.9M
Mercer Global Advisors Inc. 0.46% Reduce -1.8% 10,069,548 $199.2M
Prime Capital Investment Advisors, LLC 2.32% Add +78.4% 10,027,415 $198.3M
Morgan Stanley 0.01% Reduce -5.8% 9,501,114 $187.9M
Wealth Enhancement Advisory Services, LLC 0.35% Add +10.5% 9,353,612 $185.0M
Mariner, LLC 0.29% Reduce -0.3% 8,900,370 $176.1M
Orgel Wealth Management, LLC 4.43% Add +3.0% 8,620,943 $170.5M
Composition Wealth, LLC 3.00% Add +38.2% 7,561,706 $149.6M
Susquehanna International Group, LLP 0.24% Add +203.7% 7,450,837 $147.4M
SageView Advisory Group, LLC 5.74% Add +2.3% 6,800,357 $134.5M
Cerity Partners LLC 0.27% Add +3.1% 6,633,518 $131.2M
Steele Capital Management, Inc. 6.82% Add +0.8% 6,618,602 $130.9M
Rebalance, LLC 9.49% Add +0.8% 6,518,235 $128.9M
McAdam, LLC 7.95% Reduce -7.5% 6,492,281 $128.4M
Avantax Planning Partners, Inc. 4.51% Add +8.1% 6,440,391 $127.4M
Brandywine Oak Private Wealth LLC 11.70% Reduce -1.7% 6,027,021 $119.2M
Bessemer Group Inc. 0.21% Reduce -0.9% 6,018,807 $119.1M
Cresset Asset Management, LLC 0.56% Reduce -12.5% 5,662,429 $112.0M
FMR LLC 0.01% Add +0.8% 5,327,217 $105.4M
LPL Financial LLC 0.04% Reduce -5.5% 4,940,299 $97.7M
Wells Fargo & Company 0.02% Add +0.5% 4,523,140 $89.5M
Gemmer Asset Management LLC 8.85% Add +2.2% 4,481,736 $88.6M
Bank of America Corp. 0.01% Add +0.9% 4,467,525 $88.4M
JMG Financial Group, Ltd. 2.92% Reduce -0.7% 4,384,101 $86.7M
Jones Financial Companies LLLP 0.08% Add +19.3% 4,221,532 $84.0M
Moneta Group Investment Advisors LLC 1.14% Add +8.4% 4,175,358 $82.6M
Fund Evaluation Group, LLC 3.43% Add +76.6% 4,013,865 $79.4M
Callan Capital, LLC 5.71% Reduce -0.1% 3,901,803 $77.2M
UBS Group AG 0.02% Add +3.9% 3,844,109 $76.0M
Truepoint, Inc. 1.99% Reduce -11.1% 3,718,227 $73.5M
Bluespring Wealth Management, LLC 7.34% Reduce -0.6% 3,640,647 $72.0M
Benjamin Edwards Inc. 0.99% Reduce -14.6% 3,571,370 $70.6M
Charles Schwab Trust Co 5.81% Add +1.5% 3,504,691 $69.3M
Foster & Motley Inc. 3.98% Add +1.0% 3,194,659 $63.2M
Cwm, LLC 0.24% Add +32.0% 3,002,553 $59.4M
Choreo, LLC 0.90% Reduce -4.4% 3,037,697 $58.0M
MML Investors Services, LLC 0.18% Add +10.1% 2,760,675 $54.6M
United Capital Financial Advisors, LLC 0.45% Add +0.1% 2,634,250 $52.1M
Osaic Holdings, Inc. 0.12% Add +12.4% 2,612,659 $51.7M
Opus Capital Group, LLC 6.57% Add +0.6% 2,580,972 $51.1M
Royal Bank of Canada 0.01% Add +12.4% 2,476,609 $49.0M
Leverty Financial Group, LLC 19.96% Add +3.3% 2,468,385 $48.8M
Evergreen Advisors, LLC 13.51% Reduce -1.4% 2,460,423 $48.7M
Ameriprise Financial Inc. 0.01% Add +16.3% 2,401,224 $47.5M
Riverpoint Wealth Management Holdings, LLC 11.57% Add +5.9% 2,263,728 $44.8M
Capital Advisors Inc. 0.89% Add +18.9% 2,252,428 $44.6M
Forvis Mazars Wealth Advisors, LLC 1.07% Reduce -14.7% 2,251,240 $44.5M
BlueStem Wealth Partners, LLC 5.79% Reduce -21.2% 2,145,249 $42.4M
Focus Partners Wealth 0.11% Add +2.3% 2,123,428 $42.0M
Wooster Corthell Wealth Management, Inc. 8.44% Reduce -3.0% 2,084,470 $41.2M
Raymond James Financial Inc. 0.02% Reduce -4.9% 2,062,751 $40.8M
Matrix Trust Co 6.78% Reduce -0.3% 2,032,963 $40.2M
Goelzer Investment Management, Inc. 2.17% Reduce -0.8% 1,891,714 $37.4M
Commonwealth Equity Services, LLC 0.05% Reduce -0.2% 1,884,852 $37.3M
Financial Consulate, Inc. 9.31% Reduce -31.2% 1,865,446 $36.9M
Visionary Wealth Advisors 2.19% Reduce -1.2% 1,848,300 $36.6M
TruNorth Capital Management, LLC 9.03% Add +6.4% 1,835,854 $36.3M
Pittenger & Anderson Inc. 1.30% Add +1.6% 1,796,169 $35.5M
Avantax Advisory Services, Inc. 0.21% Reduce -0.0% 1,754,172 $34.7M
Jane Street Group, LLC 0.06% New 1,747,008 $34.6M
Pacific Sage Partners, LLC 7.72% Add +8.3% 1,734,788 $34.3M
Oarsman Capital, Inc. 6.08% Add +7.8% 1,711,989 $33.9M
MAI Capital Management 0.25% Add +2.3% 1,667,967 $33.0M
Summit Asset Management, LLC 5.30% Add +2.5% 1,547,835 $30.6M
HB Wealth Management, LLC 0.25% Reduce -39.1% 1,514,481 $30.0M
Beacon Pointe Advisors, LLC 0.33% Reduce -2.1% 1,486,255 $29.4M
Cetera Investment Advisers 0.06% Reduce -6.6% 1,470,440 $29.1M
Krilogy Financial LLC 1.86% Add +1.5% 1,450,604 $28.7M
Avidian Wealth Enterprises, LLC 1.23% Add +0.9% 1,393,363 $27.6M
Payne Capital Management, LLC 11.65% Add +6.7% 1,380,990 $27.3M
Segall Bryant & Hamill, LLC 0.41% Reduce -13.1% 1,340,312 $26.5M
BlueSky Wealth Advisors, LLC 4.11% Add +7.7% 1,339,904 $26.5M
Courage Miller Partners, LLC 8.91% Add +4.5% 1,328,854 $26.3M
Waverly Advisors, LLC 0.32% Add +221.3% 1,327,058 $26.2M
Persium Advisors, LLC 24.30% Add +5.3% 1,295,752 $25.6M
Boyd Wealth Management, LLC 12.69% Add +64.4% 1,287,600 $25.5M
Bangor Savings Bank 2.40% Add +22.3% 1,285,947 $25.4M
Curi Capital, LLC 0.63% Add +14.6% 1,280,339 $25.3M
Pinkerton Wealth, LLC 3.28% Add +2.1% 1,277,623 $25.3M
Kavar Capital Partners Group, LLC 4.21% Add +5.7% 1,277,052 $25.3M
Ballast Advisors LLC 8.01% Reduce -7.1% 1,270,692 $25.1M
Summit Wealth & Retirement Planning, Inc. 7.57% Add +6.5% 1,249,611 $24.7M
Cambridge Investment Research Advisors, Inc. 0.08% Add +71.5% 1,249,539 $24.7M
AE Wealth Management LLC 0.21% Reduce -18.6% 1,239,977 $24.5M
HHM Wealth Advisors, LLC 3.28% Add +3.5% 1,232,463 $24.4M
GHP Investment Advisors, Inc. 1.17% Add +0.9% 1,232,337 $24.4M
MorganRosel Wealth Management, LLC 7.37% Reduce -3.3% 1,226,748 $24.3M
Citizens Financial Group Inc. 0.48% Reduce -4.9% 1,224,399 $24.2M
Captrust Financial Advisors 0.06% Reduce -2.5% 1,209,458 $23.9M
Benchmark Financial Wealth Advisors, LLC 8.92% Reduce -22.9% 1,194,019 $23.6M
Boltwood Capital Management 7.03% Reduce -1.4% 1,168,766 $23.1M
Apriem Advisors 2.68% Reduce -15.7% 1,155,507 $22.9M
Riversedge Advisors, LLC 4.96% Reduce -0.6% 1,123,658 $22.2M
Voisard Asset Management Group, Inc. 6.44% Add +15.6% 1,114,326 $22.0M
Pure Portfolios Holdings LLC 8.03% Reduce -1.1% 1,104,722 $21.9M
Leavell Investment Management, Inc. 1.07% Reduce -1.0% 1,097,523 $21.7M
Red Tortoise LLC 11.23% Reduce -4.8% 1,087,825 $21.5M
Red Cedar Investment Management, LLC 2.97% No change 1,083,666 $21.4M
Berkshire Asset Management LLC 1.02% Add +13.6% 1,024,164 $21.3M
Keyvantage Wealth, LLC 10.18% Add +79.9% 1,057,767 $20.9M
Thrivent Financial for Lutherans 0.05% Reduce -3.5% 1,045,266 $20.5M
Focus Partners Advisor Solutions, LLC 0.31% Reduce -2.5% 1,026,111 $20.3M
Johnson Investment Counsel Inc. 0.19% Add +4.5% 1,018,700 $20.1M
Koesten, Hirschmann & Crabtree, INC. 11.35% Reduce -1.5% 999,788 $19.8M
WealthPlan Investment Management, LLC 1.92% Reduce -11.1% 984,903 $19.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.49% Add +16.4% 965,070 $19.1M
McIlrath & Eck, LLC 2.33% Reduce -35.7% 957,185 $18.9M
Main Street Financial Solutions, LLC 1.63% Add +6.5% 945,912 $18.7M
Savant Capital, LLC 0.15% Reduce -1.7% 919,839 $18.2M
Naples Global Advisors, LLC 1.72% Add +4.6% 914,752 $18.1M
Act Wealth Management, LLC 8.15% Add +5.5% 910,178 $18.0M
Revolve Wealth Partners, LLC 2.58% Add +9.8% 903,329 $17.9M
Operose Advisors LLC 5.90% Add +5.1% 900,817 $17.8M
Wedmont Private Capital 0.90% Add +38.1% 911,946 $17.5M
JPMorgan Chase & Co. 0.00% Add +32.9% 876,204 $17.3M
NewEdge Advisors, LLC 0.10% Add +55.3% 870,693 $17.2M
Northeast Financial Group, Inc. 6.41% Reduce -7.4% 868,969 $17.2M
WealthShield Partners, LLC 2.21% Add +0.3% 866,312 $17.1M
Peapack Gladstone Financial Corp. 0.25% Reduce -4.4% 862,909 $17.1M
Broadleaf Partners, LLC 4.47% Add +7.8% 862,702 $17.1M
DRW Securities, LLC 1.44% Add +54.6% 858,892 $17.0M
ZynergyRetirementPlanningLLC 12.03% Add +109.2% 916,611 $17.0M
Black Diamond Financial, LLC 2.54% Add +2.4% 855,964 $16.9M
Appleton Partners Inc. 1.31% Reduce -0.7% 855,361 $16.9M
Sylvest Advisors, LLC 10.54% Add +5.9% 852,361 $16.9M
Alliance Wealth Management Group 4.54% Add +1.3% 851,584 $16.8M
Towercrest Capital Management 3.20% Add +1.3% 851,584 $16.8M
Bush Investment Group, LLC 12.68% Add +1.9% 850,615 $16.8M
Blue Barn Wealth, LLC 8.76% Add +18.5% 849,009 $16.8M
Stokes Family Office, LLC 1.86% Add +0.8% 836,264 $16.5M
Valley National Advisers Inc. 2.93% Reduce -1.8% 820,850 $16.2M
RKL Wealth Management LLC 1.52% Reduce -1.1% 816,291 $16.1M
Belpointe Asset Management LLC 0.84% Add +6925.0% 814,896 $16.1M
Compound Planning, Inc. 0.73% Reduce -15.5% 813,593 $16.1M
FLC Capital Advisors 3.57% Add +4.2% 805,076 $15.9M
Curbstone Financial Management Corp 3.33% Add +2.3% 799,175 $15.8M
Denver PWM, LLC 5.66% Add +2.3% 795,514 $15.7M
World Investment Advisors 0.41% Add +0.5% 794,823 $15.7M
Klingenstein Fields & Co. LP 0.67% Reduce -1.4% 793,871 $15.7M
Rosenberg Matthew Hamilton 3.88% Add +13.2% 781,332 $15.5M
Fortis Capital Advisors, LLC 3.13% New 778,473 $15.4M
Brady Martz Wealth Solutions, LLC 3.48% Reduce -5.3% 777,421 $15.4M
Sherwood Financial Partners, LLC 14.79% Add +0.9% 770,312 $15.2M
North Star Asset Management Inc. 0.69% Reduce -1.4% 765,105 $15.1M
Northwest Capital Management Inc 6.18% Add +224.6% 760,591 $15.0M
Wealth Management Resources, Inc. 5.46% Add +1.4% 760,046 $15.0M
eCIO, Inc. 6.02% — 759,464 $15.0M
Garde Capital, Inc. 0.85% Reduce -3.4% 748,768 $14.8M
Essex LLC 3.18% Add +3.0% 742,497 $14.7M
Guardian Financial Partners, LLC 6.99% Add +1.1% 738,983 $14.6M
Noble Family Wealth, LLC 3.96% Add +8.1% 727,153 $14.4M
Financial Management Professionals, Inc. 1.83% Reduce -3.3% 723,599 $14.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.27% Reduce -21.4% 721,477 $14.3M
Planning Alternatives Ltd. 2.18% Reduce -2.2% 718,640 $14.2M
Kickstand Ventures, Llc. 3.65% Reduce -2.4% 715,929 $14.2M
FSM Wealth Advisors, LLC 3.17% Add +21.0% 712,770 $14.1M
WBH Advisory Inc. 1.31% Add +1.6% 709,518 $14.0M
Schwerin Boyle Capital Management Inc. 1.44% No change 706,500 $14.0M
Armor Investment Advisors, LLC 5.56% Add +5.3% 679,020 $13.4M
Hanson & Doremus Investment Management 1.90% Add +0.1% 656,165 $13.0M
HBK Sorce Advisory LLC 0.38% Reduce -2.2% 656,095 $13.0M
Marshall Financial Group Inc. 4.08% Reduce -2.5% 656,010 $13.0M
Momentous Wealth Management, Inc. 9.04% Add +2.3% 645,396 $12.8M
Farther Finance Advisors, LLC 0.32% Add +159.4% 638,073 $12.7M
Myecfo, LLC 6.71% Reduce -2.3% 640,596 $12.7M
Freestate Advisors LLC 12.51% Add +23.1% 637,603 $12.6M
Brooklyn FI, LLC 3.88% Add +23.6% 632,059 $12.6M
Libra Wealth LLC 4.70% Reduce -1.1% 632,812 $12.5M
OneAscent Financial Services LLC 0.80% Add +113.2% 619,350 $12.3M
Bristlecone Advisors, LLC 0.97% Reduce -6.8% 599,648 $11.9M
Invst, LLC 1.61% Add +37.3% 595,867 $11.8M
Cranbrook Wealth Management, LLC 2.72% Add +6.2% 591,511 $11.7M
Soltis Investment Advisors LLC 1.04% Add +12.8% 589,072 $11.7M
Intergy Private Wealth, LLC 4.42% Add +3.9% 588,208 $11.6M
Sanctuary Advisors, LLC 0.08% Reduce -33.7% 575,916 $11.4M
Cornerstone Wealth Advisors, Inc. 3.14% Add +1.0% 571,683 $11.3M
CCG Wealth Management, LLC 6.74% Reduce -6.2% 569,662 $11.3M
O'shaughnessy Asset Management, LLC 0.09% Add +3.2% 568,939 $11.3M
Certified Advisory Corp 1.27% Add +3.7% 568,112 $11.2M
Meridian Wealth Management, LLC 0.54% Reduce -4.5% 562,983 $11.1M
Bell Investment Advisors, Inc 2.05% Add +3.6% 561,300 $11.1M
Perigon Wealth Management, LLC 0.28% Add +1.4% 560,478 $11.1M
EWG Elevate Inc. 4.19% Add +1.6% 559,188 $11.1M
Asset Allocation Strategies LLC 2.74% Add +8.6% 556,517 $11.0M
White & Co Financial Planning Inc 9.44% Add +0.8% 548,889 $11.0M
Fort Vancouver Investment Management, LLC 8.39% Reduce -37.8% 553,032 $10.9M
EP Wealth Advisors, LLC 0.09% Reduce -1.7% 553,005 $10.9M
Fort Point Capital Partners LLC 1.21% Reduce -1.2% 546,908 $10.8M
Brand Asset Management Group, Inc. 4.50% Reduce -0.3% 544,912 $10.8M
Lido Advisors, LLC 0.06% Reduce -13.3% 544,523 $10.8M
Envision Financial LLC 8.09% Add +8.1% 542,948 $10.7M
Sightline Wealth Advisors, LLC 5.64% Add +1.2% 541,157 $10.7M
Brightwater Advisory LLC 8.41% Add +4.7% 537,757 $10.6M
Power Wealth Management LLC 4.30% Add +11.6% 537,655 $10.6M
Elgethun Capital Management 2.36% Add +17.6% 534,219 $10.6M
Holistic Financial Partners 5.09% Reduce -0.8% 533,833 $10.6M
Patriot Investment Management Group, Inc. 0.79% Reduce -4.2% 533,574 $10.6M
Seneca Financial Advisors LLC 5.11% Add +4.5% 532,557 $10.5M
Christensen, King & Associates Investment Services, Inc. 4.96% Add +1.3% 513,099 $10.5M
Creekside Partners 5.43% Add +3.0% 524,478 $10.4M
Signet Investment Advisory Group, Inc. 5.15% Add +5.5% 516,416 $10.2M
Johnson Financial Group, LLC 1.06% Add +0.3% 509,068 $10.1M
BCS Wealth Management 2.57% Add +9.7% 505,445 $10.0M
Nalls Sherbakoff Group, LLC 8.05% — 500,531 $9.9M
Hill Island Financial LLC 2.88% Reduce -0.9% 496,532 $9.8M
Nicholas Hoffman & Company, LLC. 0.37% Reduce -0.1% 495,287 $9.8M
Powers Advisory Group, LLC 4.64% Add +6.4% 492,597 $9.7M
Pallas Capital Advisors LLC 0.40% Add +3.5% 490,424 $9.7M
TPG Advisors LLC 7.57% Add +0.6% 485,647 $9.6M
Elwood & Goetz Wealth Advisory Group, LLC 2.34% Add +11.8% 483,502 $9.6M
Debussy Capital Management LP 1.53% Add +2.0% 480,288 $9.5M
Gradient Capital Advisors, LLC 3.09% Reduce -1.9% 478,404 $9.5M
Rwa Wealth Partners, LLC 0.12% Add +1.5% 473,213 $9.4M
Arbor Trust Wealth Advisors, LLC 4.35% Reduce -15.4% 468,351 $9.3M
Vision Capital Management, Inc. 1.31% Reduce -2.3% 458,470 $9.1M
Gleason Group, Inc. 1.63% Reduce -3.5% 456,176 $9.0M
Kestra Advisory Services, LLC 0.04% Add +90.8% 448,839 $8.9M
Fairway Financial, LLC 7.97% Add +4.0% 444,131 $8.8M
Tradition Wealth Management, LLC 0.77% Add +4.9% 439,895 $8.7M
Renaissance Technologies 0.01% Add +90.5% 438,900 $8.7M
Zhang Financial LLC 0.46% Add +4.3% 437,081 $8.6M
IMA Advisory Services, Inc. 1.01% Add +3.7% 430,188 $8.5M
Bank Hapoalim BM 1.26% Add +2.6% 422,900 $8.4M
Old Mission Capital LLC 0.16% Reduce -85.3% 418,809 $8.3M
Great Valley Advisor Group, Inc. 0.18% Reduce -2.3% 417,258 $8.3M
OneDigital Investment Advisors LLC 0.10% Reduce -10.5% 415,622 $8.2M
Sage Financial Management Group, Inc. 2.96% Reduce -0.1% 412,703 $8.2M
Kathmere Capital Management, LLC 0.69% Add +4.5% 411,823 $8.1M
Mgo One Seven LLC 0.31% Add +8.9% 407,968 $8.1M
Capital Investment Counsel, LLC 1.33% Reduce -3.6% 405,712 $8.0M
Conquis Financial LLC 8.28% Add +3.7% 403,144 $8.0M
Lodestar Private Asset Management LLC 0.99% Add +0.4% 400,105 $7.9M
James J. Burns & Company, LLC 1.42% Reduce -1.6% 400,035 $7.9M
Ascension Capital Advisors, Inc. 3.59% Add +1.5% 397,345 $7.9M
Jacobsen Capital Management 3.41% Reduce -0.5% 396,299 $7.8M
Focus Financial Network, Inc. 0.32% Add +0.4% 390,538 $7.7M
Chicago Partners Investment Group LLC 0.25% Add +9.6% 367,535 $7.7M
CX Institutional 0.29% Reduce -0.4% 384,099 $7.6M
Allworth Financial LP 0.04% Add +3.4% 371,792 $7.6M
Mission Wealth Management, LP 0.19% Reduce -1.0% 381,117 $7.5M
GTS Securities LLC 0.32% Add +35.0% 378,865 $7.5M
AQR Capital Management 0.01% Add +35.3% 378,465 $7.5M
Athena Investment Management 4.50% Reduce -2.5% 375,336 $7.4M
Chesapeake Wealth Management 2.64% Reduce -2.5% 373,938 $7.4M
Atria Investments, Inc 0.09% Reduce -38.4% 373,904 $7.4M
Bartlett & Co. Wealth Management LLC 0.11% Add +10.7% 373,786 $7.4M
Bailard, Inc. 0.19% Add +23.3% 371,823 $7.4M
Parallel Advisors, LLC 0.17% Add +3.4% 368,926 $7.3M
Stratos Wealth Advisors, LLC 0.40% Reduce -2.3% 368,887 $7.3M
Kelman-Lazarov, Inc. 1.31% Reduce -1.4% 364,235 $7.2M
Roberts Wealth Advisors, LLC 2.21% Add +5.5% 362,206 $7.2M
JFS Wealth Advisors, LLC 0.48% Reduce -1.8% 359,933 $7.1M
Legacy Private Trust Co. 0.49% Reduce -48.1% 359,833 $7.1M
Blue Square Asset Management, LLC 3.82% Add +3.0% 359,037 $7.1M
Dynamic Advisor Solutions LLC 0.23% New 358,228 $7.1M
McKinley Carter Wealth Services, Inc. 0.44% Reduce -13.6% 357,843 $7.1M
Exencial Wealth Advisors, LLC 0.26% Reduce -4.6% 355,967 $7.0M
First National Corp. /Ma/ 1.54% Add +1.4% 353,649 $7.0M
Wealth Architects, LLC 0.75% Add +3.4% 344,805 $6.8M
Winthrop Capital Management, LLC 1.88% Add +0.6% 344,682 $6.8M
Paradigm, Strategies in Wealth Management, LLC 4.59% Reduce -69.7% 344,200 $6.8M
Trinity Financial Advisors LLC 2.45% Reduce -2.1% 348,525 $6.8M
Capital Advantage, Inc. 1.23% No change 363,927 $6.7M
FFT Wealth Management LLC 1.41% Reduce -23.1% 339,885 $6.7M
Compass Advisory Group LLC 2.33% Reduce -3.3% 337,950 $6.7M
Roble, Belko & Company, Inc 1.06% Add +7.2% 335,068 $6.6M
CW Advisors, LLC 0.08% Add +27.4% 329,457 $6.5M
BCK Partners, Inc. 4.07% Add +3.4% 329,826 $6.5M
Newman Dignan & Sheerar, Inc. 1.78% Add +3.3% 328,943 $6.5M
BOK Financial Private Wealth, Inc. 0.49% Add +0.0% 327,579 $6.5M
Bogart Wealth, LLC 0.30% Reduce -35.7% 323,770 $6.4M
Weinberger Asset Management, Inc 2.74% Reduce -1.7% 322,847 $6.4M
Spectrum Asset Management, Inc. (NB/CA) 2.83% Add +3.2% 321,755 $6.4M
Kohmann Bosshard Financial Services, LLC 0.75% Add +1.9% 320,278 $6.3M
Bank of New York Mellon Corp 0.00% Add +20.0% 318,868 $6.3M
Leeward Financial Partners, LLC 2.34% Add +2.4% 316,704 $6.3M
Firestone Capital Management 1.63% Reduce -0.9% 314,631 $6.2M
SigFig Wealth Management, LLC 0.22% Add +2.6% 566,906 $6.1M
Tenret Co LLC 3.72% Add +23.7% 309,773 $6.1M
Chilton Capital Management LLC 0.26% Reduce -0.4% 309,398 $6.1M
Reston Wealth Management LLC 2.46% Add +9.9% 307,802 $6.1M
Thrive Wealth Management, LLC 1.16% Reduce -8.3% 305,838 $6.0M
Alliancebernstein L.P. 0.00% Add +57.4% 302,677 $6.0M
Stonekeep Investments, LLC 4.35% Add +10.2% 298,124 $5.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.18% Add +0.2% 297,339 $5.9M
Goldman Sachs Group Inc. 0.00% Reduce -3.5% 292,554 $5.8M
Cornerstone Advisors Asset Management, LLC 1.18% Add +2.1% 292,339 $5.8M
Rockbridge Investment Management, LCC 0.68% Reduce -1.8% 291,864 $5.8M
Retirement Planning Group, LLC 0.27% Add +15.5% 287,568 $5.7M
Summit Financial Strategies, Inc. 0.57% Reduce -2.6% 286,889 $5.7M
Quadrant Capital Group LLC 0.21% Reduce -27.1% 286,876 $5.7M
Valley Forge Investment Consultants Inc. Adv 2.02% Add +0.6% 286,302 $5.7M
Davis Capital Management 4.51% Add +4.8% 285,882 $5.7M
Gill Capital Partners, LLC 1.95% Add +0.3% 284,366 $5.6M
Arkadios Wealth Advisors 0.21% Add +226.8% 282,193 $5.6M
Mill Creek Capital Advisors, LLC 0.13% Reduce -19.0% 279,831 $5.5M
Bank of Montreal 0.00% Reduce -4.7% 278,977 $5.5M
Modera Wealth Management, LLC 0.07% Add +2.1% 277,952 $5.5M
L.K. Benson & Company, P.C. 3.78% Reduce -0.6% 275,648 $5.5M
Armbruster Capital Management, Inc. 1.04% Reduce -1.3% 264,266 $5.2M
Pacific Capital Wealth Advisors, Inc. 0.90% Reduce -6.7% 264,137 $5.2M
Rialto Wealth Management, LLC 1.64% Reduce -1.0% 263,529 $5.2M
Kathleen S. Wright Associates Inc. 2.15% Reduce -0.2% 262,559 $5.2M
Tudor Financial Inc. 3.11% Reduce -0.7% 262,170 $5.2M
Natixis Advisors, LLC 0.01% Add +32.2% 259,267 $5.1M
Integrated Wealth Concepts LLC 0.06% Reduce -8.2% 258,905 $5.1M
Hengehold Capital Management LLC 0.49% Reduce -0.2% 258,788 $5.1M
Wade Financial Advisory, Inc 1.73% Reduce -2.8% 254,798 $5.0M
Leisure Capital Management 2.06% Add +3.8% 253,223 $5.0M
CRA Financial Services, LLC 0.85% Reduce -3.3% 252,454 $5.0M
Destination Wealth Management 0.16% Reduce -13.8% 250,811 $5.0M
Modern Wealth Management, LLC 0.16% New 249,511 $4.9M
Sequoia Financial Advisors, LLC 0.04% Add +33.4% 249,224 $4.9M
RHS Financial, LLC 2.76% Reduce -12.7% 248,340 $4.9M
JPL Wealth Management, LLC 1.40% Add +5.8% 247,657 $4.9M
Baird Financial Group, Inc. 0.01% Add +16.6% 247,625 $4.9M
Summit Financial, LLC 0.14% Add +699.2% 247,187 $4.9M
Clearstead Advisors, LLC 0.08% Reduce -2.5% 244,004 $4.8M
Schwallier Wealth Management LLC 3.56% Reduce -27.0% 243,915 $4.8M
Bond & Devick Financial Network, Inc. 1.75% Add +108.5% 243,310 $4.8M
SWS Partners 1.58% Reduce -20.2% 243,040 $4.8M
Breakwater Investment Management 2.04% Reduce -1.0% 241,070 $4.8M
Genesis Private Wealth, LLC 2.47% Add +12.5% 235,110 $4.7M
Berger Financial Group, Inc 0.32% Reduce -71.6% 232,164 $4.6M
Davis R M Inc. 0.09% No change 231,974 $4.6M
Warner Financial, Inc. 2.03% Add +5.6% 231,821 $4.6M
Barden Capital Management, Inc. 4.04% Add +2.7% 229,793 $4.5M
Pitcairn Co. 0.27% Add +0.7% 228,036 $4.5M
Alpha Omega Wealth Management LLC 0.86% Add +1.6% 226,984 $4.5M
Seek First Inc. 3.97% — 225,816 $4.5M
Bishop & Co Investment Management, LLC 1.72% Reduce -20.4% 224,565 $4.4M
Acropolis Investment Management, LLC 0.26% Reduce -3.9% 223,571 $4.4M
Caprock Group, LLC 0.13% Add +59.3% 218,840 $4.3M
NBT Bank, N.A. 0.31% Reduce -1.3% 217,845 $4.3M
Five Oceans Advisors 2.03% No change 214,542 $4.2M
Orcam Financial Group 3.95% Add +0.6% 213,326 $4.2M
Phil A. Younker & Associates, Ltd. 4.15% Reduce -1.1% 213,293 $4.2M
Waterford Advisors, LLC 1.75% Reduce -16.9% 213,185 $4.2M
Upper Left Wealth Management, LLC 3.00% Reduce -1.2% 211,100 $4.2M
Advisors Capital Management, LLC 0.06% Add +0.3% 210,531 $4.2M
Fortis Capital Management LLC 0.79% Reduce -4.7% 204,228 $4.0M
AdvisorNet Financial, Inc 0.30% Add +1.8% 203,849 $4.0M
CGN Advisors LLC 0.39% Reduce -2.1% 202,624 $4.0M
Independent Solutions Wealth Management, LLC 0.89% Add +6.4% 200,157 $4.0M
Grant Street Asset Management, Inc. 0.97% Reduce -13.6% 199,998 $4.0M
Cambridge Capital Management, LLC 2.50% Add +8.3% 199,964 $4.0M
Strategic Financial Planning, Inc. 2.73% Reduce -0.5% 199,814 $4.0M
Beacon Wealthcare LLC 1.61% Add +6.4% 199,611 $3.9M
LifePlan Investment Advisors, Inc. 2.26% Add +1.9% 198,356 $3.9M
Cambridge Financial Group, LLC 1.66% Add +4.6% 197,104 $3.9M
Triad Wealth Partners, LLC 1.20% Add +15.8% 195,032 $3.9M
RFG Advisory, LLC 0.10% Reduce -6.5% 194,932 $3.9M
Koshinski Asset Management, Inc. 0.33% Reduce -3.0% 194,799 $3.9M
Attessa Capital LLC 2.51% Reduce -9.8% 194,277 $3.8M
Valmark Advisers, Inc. 0.06% Reduce -0.3% 191,100 $3.8M
Old National Bancorp 0.10% Reduce -0.3% 190,388 $3.8M
Mutual Advisors, LLC 0.11% Reduce -9.5% 184,234 $3.8M
CVA Family Office, LLC 0.57% Add +1.7% 187,624 $3.7M
Curtis Advisory Group, LLC 1.07% Reduce -1.3% 183,867 $3.6M
Axos Invest Inc. 2.82% Reduce -14.3% 183,797 $3.6M
Womack Financial LLC 3.33% Add +0.4% 183,636 $3.6M
Allen Capital Group, LLC 0.42% Add +5.6% 183,193 $3.6M
Advisory Services Network, LLC 0.07% Add +544.7% 182,542 $3.6M
Cherry Tree Wealth Management, LLC 0.87% Reduce -0.7% 182,194 $3.6M
Texas Yale Capital Corp. 0.15% Add +2.4% 181,860 $3.6M
Argent Trust Co 0.15% Add +3.5% 181,727 $3.6M
Clearwater Capital Advisors, LLC 0.35% Reduce -5.4% 181,255 $3.6M
Foster Group, Inc. 0.13% Add +2.8% 178,508 $3.5M
Ritholtz Wealth Management 0.11% Add +327.4% 178,457 $3.5M
Von Berge Wealth Management Group, LLC 2.28% Reduce -3.5% 173,539 $3.5M
Avalon Advisory Group 1.66% Reduce -8.1% 177,646 $3.5M
SeaCrest Wealth Management, LLC 0.39% Reduce -0.8% 175,907 $3.5M
Evergreen Capital Management LLC 0.12% Add +0.2% 175,237 $3.5M
Ancora Advisors LLC 0.08% Add +0.8% 174,769 $3.5M
Private Advisor Group, LLC 0.02% Reduce -28.5% 173,144 $3.4M
Signaturefd, LLC 0.06% Reduce -3.7% 172,632 $3.4M
Peak Financial Management, Inc. 1.02% Reduce -0.3% 171,469 $3.4M
Liberty Capital Management, Inc. 0.75% Add +17.3% 170,864 $3.4M
Valicenti Advisory Services Inc. 0.87% Reduce -7.2% 170,114 $3.4M
Tempus Wealth Planning, LLC 1.00% Add +6.2% 168,672 $3.3M
Diversify Wealth Management, LLC 0.25% Reduce -13.6% 161,846 $3.3M
Hurley Capital, LLC 2.52% Add +2.6% 168,054 $3.3M
Aptus Capital Advisors, LLC 0.04% Add +25.4% 167,442 $3.3M
Beacon Bridge Wealth Partners, LLC 1.40% Add +0.1% 166,246 $3.3M
Bleakley Financial Group, LLC 0.11% Add +42.4% 166,219 $3.3M
Woodmont Investment Counsel LLC 0.24% Reduce -0.8% 165,971 $3.3M
Milestone Investment Advisors LLC 0.91% Reduce -5.8% 165,100 $3.3M
Cahill Financial Advisors Inc. 0.44% Reduce -1.4% 164,721 $3.3M
Plum Street Advisors, LLC 1.57% Reduce -1.3% 164,701 $3.3M
1900 Wealth Management LLC 0.27% Add +8.2% 164,441 $3.3M
Tradewinds Capital Management, LLC 0.87% Add +20.1% 164,304 $3.2M
Aire Advisors, LLC 0.68% Reduce -3.1% 163,260 $3.2M
Freestone Capital Holdings, LLC 0.12% Add +11.7% 163,027 $3.2M
Condor Capital Management 0.30% Add +1.1% 162,791 $3.2M
LVW Advisors, LLC 0.39% Add +39.7% 162,340 $3.2M
Advisor Resource Council 0.26% New 162,267 $3.2M
Blair William & Co. 0.01% Reduce -5.8% 161,824 $3.2M
Brighton Jones LLC 0.10% Reduce -3.5% 161,403 $3.2M
Veridan Wealth LLC 1.43% Reduce -3.3% 160,379 $3.2M
Carolina Wealth Advisors, LLC 1.70% Add +1.3% 159,025 $3.1M
Global Strategic Investment Solutions, LLC 0.36% Reduce -0.2% 158,172 $3.1M
Facet Wealth, Inc. 0.08% Add +1.7% 148,718 $3.1M
CAP Partners, LLC 2.24% Reduce -20.4% 155,839 $3.1M
Clearview Wealth Advisors LLC 2.30% Add +2.8% 155,467 $3.1M
Silvercrest Asset Management Group LLC 0.02% New 154,600 $3.1M
DHJJ Financial Advisors, Ltd. 1.23% Reduce -1.8% 154,164 $3.0M
Friday Financial 1.81% Add +1.0% 151,743 $3.0M
Avior Wealth Management, LLC 0.11% Reduce -0.9% 152,714 $3.0M
IFP Advisors, Inc 0.09% Add +15.3% 150,512 $3.0M
Seaside Wealth Management, Inc. 1.06% Reduce -0.3% 150,411 $3.0M
Townsquare Capital LLC 0.03% Add +25.0% 150,348 $3.0M
Ahl Investment Management, Inc. 2.04% Reduce -0.2% 149,406 $3.0M
Rockefeller Capital Management L.P. 0.01% Add +217.8% 148,533 $2.9M
Uptown Financial Advisors LLC 3.03% Add +14.8% 148,457 $2.9M
JFG Wealth Management, LLC 0.67% Add +1.6% 148,000 $2.9M
Motive Wealth Advisors 1.55% No change 146,920 $2.9M
Grey Ledge Advisors, LLC 0.76% Reduce -74.8% 146,538 $2.9M
Altfest L J & Co. Inc. 0.36% Add +134.6% 146,497 $2.9M
Axxcess Wealth Management, LLC 0.08% New 145,492 $2.9M
Tortoise Investment Management, LLC 0.30% Reduce -4.3% 144,957 $2.9M
Evensky & Katz LLC 0.19% Reduce -1.9% 143,646 $2.8M
Diversified Portfolios, Inc. 0.30% Add +5.9% 143,306 $2.8M
Salem Investment Counselors Inc. 0.10% Reduce -2.4% 143,116 $2.8M
Elm Partners Management LLC 0.18% Add +0.4% 142,453 $2.8M
Port Capital LLC 0.13% No change 142,137 $2.8M
North Forty Two & Co. 3.07% Add +5.9% 140,237 $2.8M
Orion Porfolio Solutions, LLC 0.03% Add +2.4% 139,644 $2.8M
Orion Portfolio Solutions, LLC 0.03% Add +2.4% 139,644 $2.8M
American Financial Advisors, LLC 0.40% Reduce -1.8% 139,406 $2.8M
Pathstone Holdings, LLC 0.01% Add +122.2% 138,534 $2.7M
Diversified Enterprises, LLC 0.23% Add +2.3% 138,433 $2.7M
Pioneer Wealth Management Group 1.18% — 138,150 $2.7M
KOM Wealth Management Group, LLC 2.36% New 136,358 $2.7M
Northern Trust Corp. 0.00% Reduce -3.6% 134,832 $2.7M
Strategic Financial Concepts, LLC 0.50% Add +1.2% 134,442 $2.7M
MBE Wealth Management, LLC 1.26% Add +339.4% 132,914 $2.6M
Creative Financial Designs Inc. 0.21% Reduce -4.1% 132,855 $2.6M
Arcataur Capital Management LLC 0.90% Reduce -3.1% 132,818 $2.6M
Apollon Wealth Management, LLC 0.06% Reduce -1.6% 132,817 $2.6M
Nelson Capital Management, LLC 0.45% Reduce -2.7% 132,074 $2.6M
Fiducient Advisors LLC 0.33% Add +636.2% 131,932 $2.6M
Dakota Wealth Management 0.06% Reduce -16.6% 131,767 $2.6M
ProVise Management Group, LLC 0.22% Reduce -2.6% 131,652 $2.6M
D.B. Root & Company, LLC 0.83% Reduce -0.4% 130,233 $2.6M
Moisand Fitzgerald Tamayo, LLC 0.36% Reduce -1.8% 130,199 $2.6M
Ieq Capital, LLC 0.02% Add +104.1% 130,109 $2.6M
Sheets Smith Wealth Management 0.32% Add +3.7% 130,016 $2.6M
Cape Investment Advisory, Inc. 1.02% Reduce -4.5% 129,355 $2.6M
Westover Capital Advisors, LLC 0.57% Reduce -29.9% 128,934 $2.6M
MADDEN SECURITIES Corp 0.99% Add +3.3% 128,836 $2.5M
Embree Financial Group 0.43% Reduce -1.4% 128,334 $2.5M
Robbins Farley 1.34% Reduce -52.0% 127,894 $2.5M
Certuity, LLC 0.26% Reduce -0.4% 126,373 $2.5M
PrairieView Partners, LLC 0.26% Reduce -0.3% 125,539 $2.5M
Pure Financial Advisors, LLC 0.05% Add +8.9% 124,127 $2.5M
Stifel Financial Corp. 0.00% Add +3.7% 123,915 $2.5M
Schneider Downs Wealth Management Advisors, LP 0.44% Reduce -0.7% 123,807 $2.4M
Sand Hill Global Advisors, LLC 0.10% No change 121,062 $2.4M
Keeler & Nadler Financial Planning & Wealth Management 1.06% Reduce -0.6% 118,184 $2.4M
Comerica Bank 0.01% Reduce -0.9% 118,421 $2.3M
Wealthspire Retirement, LLC 0.18% Reduce -3.0% 117,527 $2.3M
Savvy Advisors, Inc. 0.23% Add +14.7% 116,260 $2.3M
Ironwood Wealth Management, LLC. 0.70% Reduce -28.7% 115,383 $2.3M
Csenge Advisory Group 0.13% Reduce -6.5% 115,705 $2.3M
BSW Wealth Partners 0.35% Add +0.3% 114,904 $2.3M
Per Stirling Capital Management, LLC. 0.32% Add +5.5% 113,729 $2.2M
Oppenheimer & Co. Inc. 0.03% Add +179.1% 113,319 $2.2M
VERITY Wealth Advisors 1.63% No change 111,125 $2.2M
Marquette Asset Management, LLC 0.39% Reduce -0.1% 110,587 $2.2M
Long Island Wealth Management, Inc. 1.33% Add +22.8% 110,405 $2.2M
Truist Financial Corp. 0.00% Reduce -55.9% 110,095 $2.2M
Geneos Wealth Management Inc. 0.07% Add +22.5% 109,469 $2.2M
Omega Financial Group, LLC 0.82% Reduce -12.5% 107,762 $2.1M
Quantinno Capital Management LP 0.01% Add +118.3% 107,740 $2.1M
West Paces Advisors Inc. 0.48% Reduce -3.4% 107,511 $2.1M
Pinnacle Financial Partners Inc 0.04% Add +100.5% 114,011 $2.1M
Global Financial Private Client, LLC 0.80% Reduce -1.5% 105,931 $2.1M
Country Club Bank 0.14% Reduce -1.7% 104,365 $2.1M
Fiduciary Trust Co 0.03% Add +1.2% 105,262 $2.1M
Elser Financial Planning, Inc 2.86% Reduce -1.6% 104,406 $2.1M
Howard Financial Services, LTD. 0.28% Reduce -17.3% 104,081 $2.1M
Johnson Bixby & Associates, LLC 0.31% Reduce -1.8% 104,036 $2.1M
Jackson Creek Investment Advisors LLC 0.65% Add +6.0% 103,973 $2.1M
Roundview Capital LLC 0.15% Reduce -0.2% 103,971 $2.1M
IHT Wealth Management, LLC 0.06% Reduce -15.9% 103,697 $2.1M
Murphy & Mullick Capital Management Corp 1.97% Reduce -6.5% 102,705 $2.0M
AllSquare Wealth Management LLC 1.21% Reduce -12.7% 102,675 $2.0M
Blossom Wealth Management 4.08% Reduce -3.3% 102,553 $2.0M
Whitcomb & Hess, Inc. 0.61% Add +2.7% 102,325 $2.0M
Wrenne Financial Planning LLC 1.07% Add +6.6% 101,517 $2.0M
Horan Capital Advisors, LLC. 0.68% Add +5.3% 101,347 $2.0M
St. Louis Trust Co 0.29% No change 100,760 $2.0M
Arcadia Investment Advisors LLC 1.11% Reduce -2.4% 100,338 $2.0M
Carrera Capital Advisors 0.44% Reduce -16.7% 99,992 $2.0M
Madison Wealth Partners, Inc 0.48% Add +5.0% 99,008 $2.0M
Transform Wealth, LLC 0.12% Reduce -3.4% 98,207 $1.9M
Meridian Investment Counsel Inc. 0.57% New 97,994 $1.9M
Burkett Financial Services, LLC 0.79% Reduce -8.7% 97,960 $1.9M
Flagship Harbor Advisors, LLC 0.10% Reduce -0.9% 97,347 $1.9M
Ami Investment Management Inc. 0.61% Reduce -0.5% 95,691 $1.9M
Integrity Alliance, Llc. 0.07% New 95,431 $1.9M
Garrison Point Advisors, LLC 0.91% Add +15.4% 95,328 $1.9M
Harbour Investments, Inc. 0.05% Reduce -9.1% 91,026 $1.8M
Passive Capital Management, LLC. 0.57% Add +0.9% 91,016 $1.8M
Lion Street Advisors, LLC 0.57% Add +19.9% 90,192 $1.8M
Aspiring Ventures, LLC 1.04% Add +3.8% 85,603 $1.8M
Cambridge Advisors Inc. 0.39% Reduce -0.3% 90,018 $1.8M
MIdWestOne Financial Group, Inc. 0.25% Reduce -7.6% 89,980 $1.8M
Rappaport Reiches Capital Management, LLC 0.44% Add +2.6% 89,741 $1.8M
Intelligence Driven Advisers, LLC 0.34% Reduce -3.8% 88,500 $1.8M
Redhawk Wealth Advisors, Inc. 0.23% Reduce -14.2% 88,285 $1.7M
Sollinda Capital Management LLC 0.48% Add +17.2% 87,200 $1.7M
Enclave Advisors LLC 0.29% Reduce -0.6% 86,698 $1.7M
Awm Capital, LLC 0.20% No change 86,552 $1.7M
CoreCap Advisors, LLC 0.08% Reduce -34.9% 86,215 $1.7M
Affinity Capital Advisors, LLC 0.34% Reduce -3.0% 88,403 $1.7M
BIP Alliance, LLC 0.71% Reduce -2.9% 85,225 $1.7M
C M Bidwell & Associates Ltd. 1.01% Add +3.9% 84,972 $1.7M
Stewardship Advisors, LLC 0.45% Add +10.3% 84,423 $1.7M
FinDec Wealth Services, Inc. 1.64% Reduce -23.1% 84,067 $1.7M
Kingsview Wealth Management, LLC 0.03% Reduce -1.3% 83,984 $1.7M
Abc Arbitrage SA 0.30% Reduce -6.3% 82,031 $1.6M
Kearns & Associates LLC 1.05% No change 81,596 $1.6M
Warwick Investment Management, Inc. 0.34% Add +8.9% 81,584 $1.6M
Walter & Keenan Wealth Management LLC /in/ 0.49% Reduce -0.4% 81,504 $1.6M
Vanguard Group Inc. 0.00% Reduce -4.5% 81,234 $1.6M
Capital Advisors, Ltd. LLC 0.21% No change 80,840 $1.6M
Lee Financial Co 0.24% Reduce -3.8% 79,290 $1.6M
May Hill Capital, LLC 0.59% No change 79,249 $1.6M
Ellevest, Inc. 0.10% No change 78,912 $1.6M
Arvest Investments, Inc. 0.24% Reduce -46.6% 78,463 $1.6M
Aegis Wealth Management LLC 0.91% Add +1.3% 78,320 $1.5M
Merit Financial Group, LLC 0.02% Add +465.3% 77,828 $1.5M
Oak Family Advisors, LLC 0.64% Add +1.5% 77,683 $1.5M
Strategic Family Wealth Counselors, L.L.C. 0.50% Add +0.6% 77,551 $1.5M
One Capital Management, LLC 0.05% Reduce -5.4% 76,498 $1.5M
Regions Financial Corp. 0.01% Add +0.0% 76,442 $1.5M
Assetmark, Inc. 0.00% Add +98.4% 75,540 $1.5M
FAS Wealth Partners, Inc. 0.12% Reduce -1.7% 75,398 $1.5M
Aspen Investment Management Inc 0.68% Reduce -2.4% 74,893 $1.5M
Capital Analysts, LLC 0.06% Add +98.7% 74,876 $1.5M
Evanson Asset Management, LLC 0.10% No change 74,869 $1.5M
KMG Fiduciary Partners, LLC 0.12% No change 74,837 $1.5M
PNC Financial Services Group, Inc. 0.00% Reduce -21.5% 74,708 $1.5M
Owen LaRue, LLC 0.73% Reduce -5.3% 74,487 $1.5M
Diversified Investment Strategies, LLC 0.99% Reduce -2.4% 74,048 $1.5M
Private Capital Management, LLC 0.16% Add +1.9% 73,865 $1.5M
Brickley Wealth Management 0.30% Add +2.2% 72,649 $1.4M
Code Waechter LLC 1.18% Add +3.4% 72,462 $1.4M
Clayton Financial Group LLC 0.52% Add +2.3% 72,361 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +13.3% 72,214 $1.4M
Evoke Wealth, LLC 0.04% Reduce -0.3% 71,067 $1.4M
Foundations Investment Advisors, LLC 0.03% Add +4.4% 70,932 $1.4M
Cynosure Group, LLC 0.19% Add +3.9% 70,827 $1.4M
Ameritas Investment Partners, Inc. 0.05% Reduce -4.8% 70,787 $1.4M
Earned Wealth Advisors, LLC 0.30% Add +6.9% 69,830 $1.4M
Clark Asset Management, LLC 0.23% Reduce -0.0% 69,412 $1.4M
Koss-Olinger Consulting, LLC 0.12% Reduce -3.5% 69,264 $1.4M
Wilkins Miller Wealth Management, LLC 1.02% Add +5.3% 68,708 $1.4M
White Pine Investment CO 0.37% Reduce -19.5% 68,598 $1.4M
FDx Advisors, Inc. 0.44% Reduce -0.6% 68,487 $1.4M
Base Wealth Management LLC 1.03% — 68,499 $1.4M
Dorsey & Whitney Trust CO LLC 0.08% Reduce -0.1% 68,389 $1.4M
Valeo Financial Advisors, LLC 0.04% Add +4.9% 67,678 $1.3M
Great Waters Wealth Management 0.18% Reduce -1.7% 67,227 $1.3M
Ashton Thomas Private Wealth, LLC 0.05% Add +27.4% 66,982 $1.3M
NorthRock Partners, LLC 0.04% Reduce -11.4% 66,795 $1.3M
Procyon Advisors, LLC 0.08% Add +24.2% 65,871 $1.3M
Evermay Wealth Management LLC 0.17% Reduce -3.0% 65,533 $1.3M
Brown Advisory Inc. 0.00% Add +31.8% 65,424 $1.3M
Kiley Juergens Wealth Management, LLC 0.34% Add +19.1% 65,181 $1.3M
Fifth Third Securities, Inc. 0.11% Reduce -2.4% 64,699 $1.3M
Greenhouse Wealth Management, LLC 0.94% No change 63,461 $1.3M
Abacus Planning Group, Inc. 0.22% Reduce -6.2% 63,209 $1.3M
TFO Wealth Partners, LLC 0.25% New 63,145 $1.2M
Mascagni Wealth Management, Inc. 1.24% No change 62,927 $1.2M
Anchor Investment Management, LLC 0.12% Add +0.5% 62,769 $1.2M
Red Door Wealth Management, LLC 0.18% Add +21.9% 62,504 $1.2M
Victrix Investment Advisors 0.65% New 65,270 $1.2M
Asset Dedication, LLC 0.10% Reduce -7.4% 62,010 $1.2M
Concurrent Investment Advisors, LLC 0.03% Add +23.9% 61,949 $1.2M
Planned Solutions, Inc. 0.50% Add +10.3% 61,443 $1.2M
Janney Montgomery Scott LLC 0.00% Reduce -1.3% 61,432 $1.2M
Apella Capital, LLC 0.04% Add +0.7% 63,443 $1.2M
Verus Wealth Management, LLC 1.32% Add +0.7% 61,028 $1.2M
SteelPeak Wealth, LLC 0.05% Reduce -75.4% 60,837 $1.2M
CIBC Private Wealth Group LLC 0.00% Add +23.0% 67,699 $1.2M
Blackhawk Capital Partners, LLC 0.62% Add +1.6% 60,683 $1.2M
Ameritas Advisory Services, LLC 0.05% Reduce -3.1% 62,413 $1.2M
Thompson Investment Management, Inc. 0.18% No change 60,236 $1.2M
Westmount Partners, LLC 0.36% Add +270.0% 60,118 $1.2M
Frisco Financial Planning LLC 1.15% Reduce -2.8% 59,932 $1.2M
Tiaa Trust, National Association 0.00% Add +17.7% 59,804 $1.2M
Sunburst Financial Group, LLC 0.29% Reduce -15.1% 59,515 $1.2M
Smallwood Wealth Investment Management, LLC 0.74% Reduce -2.5% 59,281 $1.2M
Keel Point, LLC 0.09% Reduce -24.4% 59,141 $1.2M
Simplicity Wealth,LLC 0.09% New 58,923 $1.2M
Integrated Advisors Network LLC 0.06% Add +0.2% 58,747 $1.2M
Klingman & Associates, LLC 0.07% Add +14.6% 58,733 $1.2M
Cooper/Haims Advisors, LLC 0.63% Reduce -3.7% 58,637 $1.2M
Alaska Wealth Advisors, LLC 0.18% Reduce -1.4% 58,307 $1.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.47% Reduce -3.2% 58,370 $1.1M
Safeguard Financial, LLC 0.25% Reduce -2.4% 57,550 $1.1M
Traction Financial Partners, LLC 0.89% Reduce -21.1% 57,444 $1.1M
Blueprint Investment Partners LLC 0.21% Reduce -1.4% 57,317 $1.1M
Weaver Capital Management LLC 0.30% Reduce -1.0% 57,112 $1.1M
Citadel Advisors 0.00% Reduce -37.4% 56,975 $1.1M
Spinnaker Investment Group, LLC 0.25% Reduce -13.5% 56,879 $1.1M
Clay Northam Wealth Management, LLC 0.78% Reduce -7.5% 56,728 $1.1M
Blueprint Financial Advisors LLC 0.60% — 56,314 $1.1M
Rossmore Private Capital 0.14% No change 56,094 $1.1M
Capasso Planning Partners LLC 0.46% Reduce -1.0% 55,811 $1.1M
Black Cypress Capital Management, LLC 1.00% Reduce -1.3% 55,402 $1.1M
Fortress Wealth Management, Inc. 0.57% Reduce -1.8% 55,393 $1.1M
SGL Investment Advisors, Inc. 0.57% Add +14.8% 52,618 $1.1M
Fonville Wealth Management LLC 0.32% Add +0.1% 53,122 $1.1M
Watershed Private Wealth LLC 0.43% Reduce -1.6% 54,813 $1.1M
Independent Financial Group, LLC 0.04% Add +3.2% 54,067 $1.1M
Access Financial Services, Inc. 0.43% Reduce -6.3% 53,852 $1.1M
Nestegg Advisors, Inc. 1.13% Add +3.0% 53,796 $1.1M
Qube Research & Technologies Ltd 0.00% New 53,748 $1.1M
B. Riley Wealth Advisors, Inc. 0.03% Reduce -0.3% 53,720 $1.1M
Commerce Bank 0.01% Reduce -0.0% 53,604 $1.1M
American Investment Services, Inc. 0.19% No change 53,222 $1.1M
Wilson & Boucher Capital Management, LLC 0.78% Reduce -13.7% 53,051 $1.0M
Citrine Capital LLC 0.65% No change 52,664 $1.0M
Versant Capital Management, Inc 0.17% Reduce -0.1% 52,392 $1.0M
Lifeworks Advisors, LLC 0.17% Reduce -48.2% 52,321 $1.0M
SouthState Bank Corp 0.05% Add +2081.9% 52,192 $1.0M
Geometric Wealth Advisors 0.18% Add +4.5% 51,970 $1.0M
Fairview Capital Investment Management, LLC 0.05% Reduce -1.1% 51,668 $1.0M
Sei Investments Co. 0.00% Add +35.3% 51,436 $1.0M
Sigma Planning Corp 0.03% Add +13.8% 50,752 $1.0M
Sound View Wealth Advisors Group, LLC 0.08% New 50,607 $1.0M
Donaldson Capital Management, LLC 0.04% Add +0.9% 50,597 $1.0M
Madden Advisory Services, Inc. 0.46% Reduce -0.2% 50,185 $993K
Flputnam Investment Management Co. 0.02% Reduce -4.7% 50,054 $990K
Larson Financial Group LLC 0.05% Reduce -18.7% 49,900 $987K
Fagan Associates, Inc. 0.16% Add +13.0% 49,708 $983K
SevenBridge Financial Group, LLC 0.19% Reduce -12.7% 46,879 $983K
IFG Advisory, LLC 0.05% Add +42.9% 49,523 $980K
Connors Investor Services Inc. 0.10% New 49,285 $975K
Calton & Associates, Inc. 0.22% New 48,954 $968K
Aspen Grove Capital, LLC 0.19% No change 48,901 $967K
Gould Asset Management LLC 0.20% Reduce -5.9% 48,615 $962K
Cannon Wealth Management Services, LLC 0.84% Add +169.0% 45,355 $944K
Bfsg, LLC 0.11% Reduce -7.0% 47,601 $942K
Cascade Financial Partners, LLC 0.12% Add +17.2% 47,542 $940K
Avant Financial Advisors LLC 0.85% Add +1.7% 47,521 $940K
Diversified Trust Co. 0.02% Add +37.8% 47,053 $931K
Econ Financial Services Corp 0.49% Reduce -33.4% 46,988 $929K
Vantage Financial Partners, LLC 0.23% Add +10.8% 46,411 $918K
Ballentine Partners, LLC 0.02% Add +2.8% 46,254 $915K
Ironwood Financial, llc 0.19% Reduce -0.9% 45,886 $908K
Meeder Advisory Services, Inc. 0.05% Reduce -4.8% 45,757 $905K
Archer Investment Management, LLC 0.63% Reduce -15.7% 45,692 $904K
Cabot Wealth Management Inc. 0.11% Reduce -1.0% 45,612 $902K
Wernau Asset Management Inc. 0.93% No change 45,246 $895K
Strategic Investment Solutions, Inc. 0.26% Reduce -3.8% 45,244 $895K
LTG Capital LLC 0.81% Add +0.0% 44,978 $890K
Brookstone Capital Management 0.01% Add +7.6% 44,869 $888K
Lyell Wealth Management, LP 0.08% Add +82.4% 44,526 $881K
Valued Retirements, Inc. 1.15% Add +27.3% 44,280 $876K
Lewis Asset Management, LLC 0.72% Reduce -2.6% 44,189 $874K
Abound Wealth Management 0.28% Reduce -18.6% 42,933 $849K
Investment Partners Asset Management, Inc. 0.66% Reduce -0.1% 42,774 $846K
Forum Financial Management, LP 0.01% Add +7.8% 42,049 $832K
Nwam LLC 0.07% Reduce -74.4% 42,026 $831K
L.M. Kohn & Company 0.22% New 41,769 $826K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -12.9% 41,263 $820K
Brucke Financial, Inc. 0.71% Add +0.8% 39,766 $817K
Primoris Wealth Advisors, LLC 0.63% Add +1.6% 41,186 $815K
HC Advisors, LLC 0.61% Reduce -1.2% 41,001 $811K
Fielder Capital Group LLC 0.23% No change 40,959 $810K
Quadcap Wealth Management, LLC 0.12% Reduce -8.0% 40,901 $809K
Bensler, LLC 0.10% Reduce -22.2% 40,719 $805K
Murphy, Middleton, Hinkle & Parker, Inc. 0.45% Reduce -1.8% 40,523 $802K
FineMark National Bank & Trust 0.03% Reduce -11.0% 40,482 $801K
Delta Financial Group, Inc. 0.18% Add +7.9% 39,491 $800K
Emergent Wealth Advisors, LLC 0.57% Add +4.0% 40,101 $793K
Greenline Partners, LLC 0.11% Add +1552.4% 154,301 $792K
Rossby Financial, LCC 0.34% Add +181.4% 38,788 $791K
Successful Portfolios LLC 0.54% Reduce -1.3% 39,861 $788K
Hardin Capital Partners, LLC 0.48% Add +6.4% 39,658 $784K
Cardiff Park Advisors, LLC 0.08% Add +2.9% 39,632 $784K
Arbor Capital Management Inc. 0.76% Add +7.9% 39,406 $782K
Principal Securities, Inc. 0.02% No change 42,181 $780K
Simon Quick Advisors, LLC 0.04% Reduce -1.0% 39,153 $774K
Acorn Wealth Advisors, LLC 0.32% Reduce -1.2% 39,094 $773K
Russell Investments Group, Ltd. 0.00% Reduce -6.0% 39,038 $772K
Twele Capital Management, Inc. 0.16% Add +1.1% 38,926 $770K
Atria Wealth Solutions, Inc. 0.01% Add +7.0% 38,675 $765K
Mayflower Financial Advisors, LLC 0.12% No change 38,528 $762K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -2.7% 38,503 $762K
Coordinated Financial Services, Inc. 0.59% — 38,360 $759K
FF Advisors,LLC 0.43% Add +34.7% 36,323 $756K
Glass Jacobson Investment Advisors llc 0.25% No change 40,700 $753K
Capital Investment Advisors, LLC 0.01% Add +45.3% 37,922 $750K
Beaird Harris Wealth Management, LLC 0.06% Reduce -0.1% 37,546 $743K
Villere St Denis J & Co. LLC 0.07% No change 37,502 $742K
Kings Path Partners LLC 0.36% Reduce -5.8% 37,420 $740K
James Investment Research, Inc. 0.09% New 37,413 $740K
SOL Capital Management CO 0.08% Reduce -13.4% 36,669 $725K
Harbour Investment Management LLC 0.33% Add +2.7% 36,516 $722K
Biltmore Family Office, LLC 0.12% No change 36,188 $716K
Stone Summit Wealth LLC 0.24% Reduce -0.7% 35,998 $712K
Y-Intercept (Hong Kong) Ltd 0.05% New 35,919 $710K
Manuka Financial, LLC 0.46% No change 35,822 $709K
Elevation Wealth Partners, LLC 0.30% Reduce -0.4% 35,351 $699K
NDVR, Inc. 0.71% Reduce -3.6% 35,297 $698K
BlackRock, Inc. 0.00% Add +62.7% 35,175 $696K
Mesirow Financial Investment Management, Inc. 0.01% Add +47.3% 35,152 $695K
Willis Johnson & Associates, Inc. 0.05% Add +7.3% 35,087 $694K
Dohj, LLC 0.16% New 34,842 $689K
CFS Investment Advisory Services, LLC 0.06% New 34,818 $689K
Wolff Financial Management LLC 0.19% No change 34,559 $684K
Shakespeare Wealth Management, LLC 0.18% No change 34,398 $680K
Pineridge Advisors LLC 0.27% Reduce -6.6% 34,346 $679K
Fifth Third Bancorp 0.00% Reduce -26.3% 34,336 $679K
Davis Wealth Advisors, LLC 0.77% Reduce -11.0% 34,266 $678K
NorthCoast Asset Management LLC 0.00% Reduce -98.6% 34,181 $676K
Seed Wealth Management, Inc. 0.55% No change 33,940 $671K
Coastwise Capital Group, LLC 0.56% Reduce -2.0% 33,936 $671K
Ausdal Financial Partners, Inc. 0.05% Add +1.2% 33,901 $671K
Independent Advisor Alliance 0.02% Reduce -58.8% 33,680 $666K
Front Row Advisors LLC 0.25% Reduce -3.1% 33,522 $663K
CWA Asset Management Group, LLC 0.03% Add +3.0% 33,460 $662K
Rehmann Capital Advisory Group 0.04% Reduce -2.0% 33,221 $657K
Pflug Koory, LLC 0.36% Reduce -0.3% 32,926 $651K
Granite Investment Partners, LLC 0.03% Add +37.1% 32,421 $641K
Lowe Brockenbrough & Co. Inc. 0.04% Reduce -8.2% 32,330 $639K
Sigma Investment Counselors Inc. 0.04% Reduce -40.8% 32,285 $639K
Monograph Wealth Advisors, LLC 0.09% No change 32,056 $634K
Mather Group, Llc. 0.01% Reduce -4.1% 31,994 $633K
Crescent Sterling, Ltd. 0.65% Reduce -4.0% 31,983 $633K
Marcum Wealth, LLC 0.05% New 31,911 $631K
Bcwm, LLC 0.22% Reduce -96.0% 31,703 $627K
Alesco Advisors, LLC, An ESL Co 0.02% No change 31,548 $624K
NewEdge Wealth, LLC 0.01% New 31,455 $622K
Broadview Financial Management, LLC 0.46% No change 31,354 $620K
Basepoint Wealth LLC 0.48% No change 30,974 $613K
Integral Investment Advisors, Inc. 0.19% No change 30,640 $606K
Clarity Capital Advisors, LLC 0.40% No change 30,631 $606K
Equitable Holdings, Inc. 0.01% Add +17.5% 30,501 $603K
Market Street Wealth Management Advisors LLC 0.10% No change 30,306 $599K
Coldstream Capital Management Inc. 0.01% Add +3.1% 30,235 $598K
Prospera Capital Management, LLC 0.39% No change 30,206 $597K
Baldwin Investment Management, LLC 0.07% Add +17.0% 30,153 $596K
Mairs & Power Inc. 0.01% No change 30,000 $593K
Heartwood Wealth Advisors LLC 0.07% Reduce -1.7% 29,990 $593K
Accel Wealth Management 0.21% Reduce -8.5% 29,980 $593K
Pacific Asset Management, LLC 0.53% No change 29,979 $593K
Prelude Capital Management, LLC 0.06% New 29,939 $592K
waypoint wealth counsel 0.37% Reduce -3.4% 29,679 $587K
MBL Wealth, LLC 0.06% No change 29,670 $587K
Single Point Partners, LLC 0.14% No change 29,618 $586K
Bridgewater Advisors Inc. 0.05% Reduce -38.6% 28,351 $584K
Pathway Financial Advisors LLC 0.11% No change 29,488 $583K
Thrive Capital Management, LLC 0.35% New 24,001 $583K
Ranch Capital Advisors Inc. 0.28% Reduce -6.5% 29,427 $582K
Signature Estate & Investment Advisors LLC 0.02% Reduce -10.9% 29,405 $582K
Legacy Bridge, LLC 0.32% Add +0.2% 29,376 $581K
My Personal CFO, LLC 0.29% No change 29,316 $580K
Claro Advisors Inc. 0.08% Add +11.8% 29,301 $580K
VSM Wealth Advisory, LLC 0.21% Reduce -7.0% 29,262 $579K
Oxford Financial Group, LTD. LLC 0.04% No change 29,094 $575K
Citigroup Inc. 0.00% Reduce -17.9% 29,043 $574K
AAF Wealth Management, LLC 0.31% Reduce -3.3% 28,937 $572K
Oldfather Financial Services, LLC 0.22% Add +1.4% 28,822 $570K
Signature Resources Capital Management, LLC 0.49% No change 28,699 $568K
Sterling Investment Management, LLC 0.40% Add +6.2% 28,563 $565K
Flower City Capital 0.37% No change 28,558 $565K
DecisionMap Wealth Management, LLC 0.43% Reduce -0.7% 28,296 $560K
Carnegie Investment Counsel 0.01% Reduce -11.2% 31,142 $559K
Nations Financial Group Inc, /Ia/ 0.04% No change 28,251 $559K
Quadrant Private Wealth Management, LLC 0.14% Reduce -9.3% 28,240 $559K
RMR Wealth Builders 0.06% Reduce -2.3% 28,232 $558K
Stockman Wealth Management, Inc. 0.08% Add +0.9% 28,140 $557K
Fisher Asset Management 0.00% Reduce -39.1% 28,087 $556K
Sage Mountain Advisors LLC 0.04% No change 28,000 $554K
Level Four Advisory Services, LLC 0.02% No change 27,983 $554K
Joule Financial, LLC 0.19% Add +0.7% 27,949 $553K
Glenmede Trust Co. NA 0.00% Add +9.9% 27,834 $551K
L2 Asset Management, LLC 0.11% New 27,818 $550K
Centaurus Financial, Inc. 0.03% Add +2.2% 27,668 $547K
Brass Tax Wealth Management, Inc. 0.11% Add +10.6% 27,419 $542K
Capital Investment Advisory Services, LLC 0.05% Add +6.9% 27,156 $537K
Bowman & Co S.C. 0.26% Add +6.0% 27,115 $536K
Clear Investment Research, LLC 0.72% Reduce -0.6% 27,103 $536K
Acorn Financial Advisory Services Inc. 0.10% Reduce -0.7% 27,040 $535K
Lionshead Wealth Management, LLC 0.55% Reduce -46.3% 26,992 $534K
Colton Groome Financial Advisors, LLC 0.21% New 25,901 $532K
Total Clarity Wealth Management, Inc. 0.17% No change 28,630 $530K
FMB Wealth Management 0.29% No change 26,752 $529K
Collective Family Office LLC 0.14% Add +4.7% 26,690 $528K
Oppenheimer Asset Management Inc. 0.01% Reduce -30.8% 26,670 $528K
Sachem Hill LLC 0.10% Reduce -7.8% 26,589 $526K
Michael A. Dubis Financial Planning, LLC 0.51% No change 26,585 $526K
LBMC Investment Advisors, LLC 0.04% Reduce -0.7% 26,496 $524K
Ifrah Financial Services, Inc. 0.15% Reduce -0.9% 25,899 $512K
Obsidian Cio, LLC 0.08% No change 25,832 $511K
Morling Financial Advisors, LLC 0.18% Add +206.8% 25,814 $511K
Weik Capital Management 0.21% Add +2.1% 25,780 $510K
TCI Wealth Advisors, Inc. 0.04% No change 25,777 $510K
Pinnacle Associates Ltd. 0.01% Reduce -8.7% 25,767 $510K
Smartleaf Asset Management LLC 0.05% Add +6248.0% 25,519 $509K
Ehrlich Financial Group 0.37% Add +0.6% 25,715 $509K
Guardian Wealth Advisors, LLC 0.33% Add +0.5% 25,671 $508K
Values Added Financial LLC 0.28% Reduce -3.3% 25,669 $508K
Capital Planning LLC 0.14% New 25,666 $508K
Northeast Financial Consultants Inc 0.02% No change 25,652 $507K
Wingate Wealth Advisors, Inc. 0.58% Add +21.1% 25,645 $507K
International Assets Investment Management, LLC 0.04% Add +105.4% 25,508 $505K
Bradley Foster & Sargent Inc. 0.01% Add +1.4% 25,504 $504K
David Wealth Management LLC 0.42% Reduce -1.6% 25,502 $504K
Palisade Asset Management, LLC 0.05% Add +9.4% 25,280 $500K
Proffitt & Goodson Inc. 0.08% Add +23.8% 25,236 $499K
Transce3nd, LLC 0.22% Add +3.4% 25,225 $499K
Paragon Advisors, LLC 0.19% New 25,196 $498K
Madison Asset Management, LLC 0.01% No change 25,140 $497K
Robertson Stephens Wealth Management, LLC 0.02% Add +16.0% 25,068 $496K
Elios Financial Group Inc. 0.24% Reduce -5.7% 25,050 $495K
Regal Investment Advisors LLC 0.04% Reduce -10.1% 25,048 $495K
J.W. Cole Advisors, Inc. 0.02% Add +6.6% 25,044 $495K
Becker Capital Management Inc. 0.02% No change 24,646 $488K
Vishria Bird Financial Group, LLC 0.16% Add +3.2% 24,476 $484K
Horan Securities, Inc. 0.18% Add +0.5% 24,203 $479K
Envestnet Portfolio Solutions, Inc. 0.00% Add +116.0% 23,978 $474K
Certior Financial Group, LLC 0.39% Reduce -26.7% 23,779 $470K
Meritage Portfolio Management 0.03% New 23,737 $470K
Financial Synergies Wealth Advisors, Inc. 0.06% Add +0.6% 23,699 $469K
Jentner Corp 0.14% Reduce -7.1% 23,528 $465K
Coppell Advisory Solutions LLC 0.06% Reduce -1.4% 22,393 $461K
Arq Wealth Advisors, LLC 0.17% Reduce -26.1% 23,296 $461K
Parkside Financial Bank & Trust 0.06% Reduce -5.3% 23,152 $458K
Global Assets Advisory, LLC 0.09% New 24,180 $457K
Keybank National Association 0.00% Reduce -35.3% 22,841 $452K
Silver Oak Securities, Incorporated 0.04% Add +17.4% 22,578 $451K
Arax Advisory Partners 0.03% Add +186.5% 22,677 $449K
Revisor Wealth Management LLC 0.20% Add +43.3% 22,658 $448K
Cordant, Inc. 0.23% No change 22,598 $447K
Three Bridge Wealth Advisors, LLC 0.15% No change 22,527 $446K
Guardian Wealth Advisors, LLC / NC 0.04% Add +91.3% 22,521 $445K
First Trust Advisors LP 0.00% Add +2.1% 22,443 $444K
WealthPLAN Partners, LLC 0.06% Add +2.9% 22,418 $443K
Sentinel Pension Advisors, LLC 0.08% Reduce -2.0% 22,370 $442K
Kera Capital Partners, Inc. 0.13% Add +1.4% 22,215 $439K
Luts & Greenleigh Group, Inc. 0.44% No change 22,180 $439K
Lloyd Advisory Services, LLC. 0.22% Reduce -16.4% 21,993 $435K
Golden State Wealth Management, LLC 0.06% Reduce -12.8% 21,964 $434K
MidAtlantic Capital Management, Inc. 0.34% No change 21,751 $430K
Marietta Investment Partners LLC 0.10% Add +115.0% 21,694 $429K
Cornerstone Wealth Group, LLC 0.04% Reduce -15.0% 21,673 $429K
Advisor OS, LLC 0.05% Add +1.9% 21,520 $426K
GC Wealth Management RIA, LLC 0.08% New 21,510 $425K
Gallagher Fiduciary Advisors, LLC 0.01% Add +3.7% 21,445 $424K
Sawgrass Asset Management LLC 0.05% Reduce -14.7% 21,235 $420K
Washington Trust Advisors, Inc. 0.04% No change 21,228 $420K
Key Financial Inc 0.09% Add +2.2% 21,187 $419K
MeadowBrook Investment Advisors LLC 0.40% No change 21,168 $419K
QRG Capital Management, Inc. 0.00% Reduce -63.9% 21,047 $416K
PDS Planning, Inc 0.04% Add +6.6% 21,044 $416K
REDW Wealth LLC 0.15% Reduce -30.8% 21,014 $416K
Portside Wealth Group, LLC 0.07% Add +2.2% 20,893 $413K
Greenwood Gearhart LLC 0.03% Reduce -1.9% 20,878 $413K
Hurlow Wealth Management Group, Inc. 0.13% Reduce -1.7% 20,844 $412K
Vermillion Wealth Management, Inc. 0.12% Add +1.4% 20,689 $409K
Moneywise, Inc. 0.22% Reduce -9.6% 20,673 $409K
Inspire Advisors, LLC 0.05% New 20,657 $409K
Crestwood Advisors Group, LLC 0.01% Reduce -18.4% 20,654 $409K
DAVENPORT & Co LLC 0.00% Reduce -0.1% 20,645 $408K
Westshore Wealth, LLC 0.17% No change 20,587 $407K
Fca Corp. 0.13% Reduce -1.2% 20,541 $406K
ORBA Wealth Advisors, L.L.C. 0.20% No change 20,494 $405K
FWG Investments, LLC. 0.47% Reduce -42.8% 20,464 $405K
West Oak Capital, LLC 0.23% Reduce -37.5% 20,400 $404K
New England Private Wealth Advisors LLC 0.06% Add +5.2% 20,396 $403K
Birchbrook, Inc. 0.23% No change 20,326 $402K
Silver Oak Advisory Group, Inc. 0.21% No change 20,349 $402K
Stratos Wealth Partners, LTD. 0.01% Reduce -2.9% 20,278 $401K
ETF Store, Inc. 0.49% Reduce -35.5% 20,234 $400K
Blue Bell Private Wealth Management, LLC 0.08% Add +12.6% 20,127 $398K
First Manhattan Co. Llc. 0.00% Add +0.9% 20,116 $398K
Transcend Capital Advisors, LLC 0.03% No change 20,098 $398K
Brio Consultants, LLC 0.06% Add +21.3% 20,093 $397K
Sabal Trust CO 0.02% No change 20,080 $397K
Astra Wealth Partners LLC 0.38% No change 20,070 $397K
BLKBRD Asset Management, LP 0.48% New 20,068 $397K
Investment Advisory Group, LLC 0.13% Add +7.8% 19,988 $395K
Family Investment Center, Inc. 0.10% Add +12.5% 19,961 $395K
Sterling Investment Advisors, Ltd. 0.09% New 19,930 $394K
Wescott Financial Advisory Group, LLC 0.04% Reduce -21.4% 19,886 $393K
Fearless Solutions, LLC dba Best Invest 0.30% Reduce -4.9% 19,520 $386K
Cornerstone Planning Group LLC 0.09% Reduce -2.3% 19,199 $386K
HUB Investment Partners, LLC 0.02% Reduce -46.9% 19,433 $384K
Castle Wealth Management LLC 0.15% No change 19,412 $384K
Haverford Trust Co 0.00% Add +5.4% 19,404 $384K
CWC Advisors, LLC. 0.22% Reduce -0.3% 19,326 $382K
Financial Advocates Investment Management 0.03% Reduce -4.5% 19,322 $382K
Mission Creek Capital Partners, Inc. 0.09% Reduce -11.4% 30,559 $382K
Jacobs & Co. 0.04% No change 19,362 $382K
Wealthcare Capital Management LLC 0.04% No change 19,286 $381K
Mayfair Advisory Group, LLC 0.22% Add +8.5% 19,131 $378K
Kestra Private Wealth Services, LLC 0.01% Reduce -7.8% 19,105 $378K
Worth Asset Management, LLC 0.20% New 18,968 $375K
Westbourne Investments, Inc. 0.23% Add +3.3% 18,934 $375K
Goldstein Advisors, LLC 0.05% Reduce -2.7% 18,899 $374K
Adero Partners, LLC 0.02% No change 18,850 $373K
Marshall Financial Group, LLC 0.08% No change 18,844 $373K
&partners 0.00% Reduce -3.6% 18,642 $372K
GM Advisory Group, LLC 0.02% No change 18,800 $372K
Sandy Spring Bank 0.02% Add +2.4% 18,689 $370K
Vista Capital Partners, Inc. 0.04% Reduce -44.1% 18,669 $369K
Creekmur Asset Management LLC 0.08% No change 18,663 $369K
Catalyst Financial Partners LLC 0.07% New 18,635 $369K
Well Done, LLC 0.07% Add +113.6% 19,877 $368K
Wealth Preservation Advisors, LLC 0.26% — 18,484 $366K
Ironwood Investment Counsel, LLC 0.06% Add +1.1% 18,479 $366K
PFG Advisors 0.02% Add +36.5% 18,466 $365K
Jim Saulnier & Associates, LLC 0.28% No change 18,389 $364K
SIMA Wealth Partners, LLC 0.30% Reduce -10.5% 18,370 $363K
CreativeOne Wealth, LLC 0.01% Add +23.2% 18,361 $363K
Rede Wealth, LLC 0.13% No change 18,354 $363K
Everett Harris & Co. 0.00% Reduce -0.6% 18,156 $359K
Morton Brown Family Wealth, LLC 0.12% No change 17,884 $354K
National Bank of Canada 0.00% Add +139.3% 17,838 $353K
Aviance Capital Partners, LLC 0.05% Reduce -0.1% 17,781 $352K
Accredited Investors Inc. 0.02% Add +11.6% 17,771 $352K
Darrow Company, Inc. 0.20% Reduce -2.7% 17,687 $350K
BIP Wealth, LLC 0.02% Add +3.3% 17,676 $350K
Founders Financial Securities LLC 0.03% Add +36.1% 16,982 $349K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +18.9% 17,614 $348K
RPS Advisory Solutions LLC 0.25% New 17,547 $347K
Midwest Financial Group LLC 0.20% Add +2.4% 17,487 $346K
Burling Wealth Partners, LLC 0.07% Reduce -2.9% 17,271 $342K
Integrated Investment Consultants, LLC 0.07% No change 17,262 $341K
Fragasso Financial Advisors Inc 0.03% Reduce -26.4% 17,222 $341K
Mosaic Family Wealth Partners, LLC 0.05% No change 17,200 $340K
Heritage Investors Management Corp. 0.01% Add +0.4% 17,020 $337K
D.A. Davidson & Co. 0.00% Add +30.3% 16,852 $333K
RCS Financial Planning, LLC 0.18% Add +68.2% 16,848 $333K
Gutierrez Wealth Advisory, LLC 0.27% New 16,729 $331K
Beacon Capital Management, LLC 0.04% Add +4.5% 16,698 $330K
Sachetta, LLC 0.13% Reduce -5.0% 16,648 $329K
Brookwood Investment Group LLC 0.06% — 16,621 $329K
Modus Advisors, LLC 0.11% Reduce -1.5% 16,574 $328K
AMG National Trust Bank 0.01% No change 16,470 $326K
Pacific Point Advisors, LLC 0.18% No change 16,436 $325K
Keystone Wealth Services, LLC 0.09% No change 16,401 $324K
Cullen/Frost Bankers, Inc. 0.00% No change 16,331 $323K
Parkshore Wealth Management, Inc. 0.19% Reduce -6.8% 16,243 $321K
Root Financial Partners, LLC 0.03% Add +36.5% 16,230 $321K
Galvin, Gaustad & Stein, LLC 0.03% Add +12.5% 16,214 $321K
Keystone Financial Group 0.03% Reduce -0.1% 16,210 $321K
Victory Financial Group, LLC 0.06% Reduce -21.6% 16,051 $319K
Busey Bank 0.01% Add +36.3% 16,081 $318K
Bigelow Investment Advisors, LLC 0.15% Reduce -7.6% 16,078 $318K
Private Trust Co. NA 0.03% Reduce -31.0% 16,063 $318K
Rainier Family Wealth Inc. 0.37% No change 15,982 $316K
Potentia Wealth 0.15% No change 15,982 $316K
Disciplined Investors, L.L.C. 0.28% Reduce -0.6% 15,910 $315K
Chevy Chase Trust Holdings, LLC 0.00% New 15,868 $314K
Capital A Wealth Management, LLC 0.33% Reduce -79.3% 15,821 $313K
Smart Portfolios, LLC 0.34% No change 15,820 $313K
Interchange Capital Partners, LLC 0.09% Reduce -33.9% 15,784 $312K
Tiemann Investment Advisors, LLC 0.14% No change 15,746 $311K
Crewe Advisors LLC 0.04% Reduce -0.8% 15,736 $311K
Colorado Capital Management, Inc. 0.14% Add +0.0% 15,574 $308K
Dunhill Financial, LLC 0.14% Add +190.5% 15,505 $307K
Intrua Financial, LLC 0.05% Reduce -8.2% 15,309 $303K
Essex Bank 0.07% Reduce -7.5% 15,201 $301K
Comprehensive Money Management Services LLC 0.24% Add +2.0% 15,174 $300K
Fiduciary Group, LLC 0.03% Reduce -1.0% 15,172 $300K
NewSquare Capital LLC 0.02% No change 15,096 $299K
Fiduciary Financial Group, LLC 0.07% Add +40.0% 15,966 $299K
Advisory Alpha, LLC 0.01% Reduce -2.1% 15,020 $297K
PFG Investments, LLC 0.02% Add +12.0% 14,970 $296K
HCR Wealth Advisors 0.04% No change 14,948 $296K
Lutz Financial Services LLC 0.02% No change 14,938 $295K
49 Wealth Management, LLC 0.04% New 14,922 $295K
Manske Wealth Management 0.11% No change 14,901 $295K
Canopy Partners, LLC 0.11% New 14,900 $295K
Linscomb Wealth, Inc. 0.01% Add +2.3% 14,810 $293K
Uptick Partners, LLC 0.10% No change 14,809 $293K
Northwest Wealth Management, LLC 0.06% No change 14,784 $292K
Strategic Equity Management 0.12% Reduce -13.0% 14,690 $291K
MCF Advisors LLC 0.02% No change 14,678 $290K
Financial Connections Group, Inc. 0.13% New 14,692 $290K
Signal Advisors Wealth, LLC 0.03% Add +0.9% 14,618 $289K
Moneco Advisors, LLC 0.03% Reduce -0.4% 14,583 $288K
Satovsky Asset Management LLC 0.06% No change 14,518 $287K
Builder Investment Group Inc. 0.08% Add +0.3% 14,467 $286K
SRH Advisors, LLC 0.09% No change 14,460 $286K
Twelve Points Wealth Management LLC 0.08% Reduce -0.1% 14,444 $286K
Laurel Wealth Advisors LLC 0.04% No change 14,288 $283K
Pine Valley Investments Ltd Liability Co 0.02% Add +16.3% 14,255 $282K
Nicolet Bankshares Inc. 0.06% Reduce -1.3% 14,176 $280K
Patten & Patten Inc. 0.02% Add +4.1% 14,128 $279K
Peterson Wealth Advisors, LLC 0.05% New 15,644 $279K
Burton Enright Welch 0.06% New 14,060 $278K
Sage Financial Group Inc. 0.02% Add +22.8% 13,973 $276K
Chicago Capital, LLC 0.01% Add +13.5% 13,894 $275K
Sage Rhino Capital LLC 0.06% No change 13,843 $274K
Avity Investment Management Inc. 0.02% No change 13,800 $273K
KCM Investment Advisors LLC 0.01% New 13,798 $273K
Sapient Capital LLC 0.01% No change 13,788 $273K
Family Firm, Inc. 0.06% Reduce -8.6% 13,760 $272K
25 LLC 0.11% Reduce -24.6% 13,635 $270K
Mayport, LLC 0.07% No change 13,548 $268K
Werba Rubin Papier Wealth Management 0.06% Reduce -34.0% 13,499 $267K
Jacobi Capital Management LLC 0.02% No change 13,416 $265K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -32.8% 13,411 $265K
Shearwater Capital LLC 0.19% No change 13,328 $264K
Everhart Financial Group, Inc. 0.04% Reduce -43.1% 13,326 $264K
Journey Strategic Wealth LLC 0.01% Reduce -12.9% 13,305 $263K
Boston Trust Walden Corp 0.00% No change 13,272 $263K
Perritt Capital Management Inc 0.14% No change 13,259 $262K
True North Advisors, LLC 0.05% New 13,137 $260K
Vawter Financial, Ltd. 0.15% New 13,128 $260K
Mengis Capital Management, Inc. 0.05% Add +0.1% 13,124 $260K
IRON Financial LLC 0.14% No change 13,052 $258K
XY Planning Network, Inc. 0.17% New 12,985 $257K
Manchester Financial Inc. 0.06% Reduce -76.4% 12,982 $257K
Astoria Portfolio Advisors LLC. 0.09% No change 12,787 $257K
Hutchens & Kramer Investment Management Group, LLC 0.14% No change 12,942 $256K
BOS Asset Management, LLC 0.09% Reduce -1.8% 12,936 $256K
White Lighthouse Investment Management Inc. 0.05% Reduce -2.8% 12,892 $255K
YHB Investment Advisors, Inc. 0.02% Reduce -2.8% 12,854 $254K
Peak Asset Management, LLC 0.05% Add +6.7% 12,754 $252K
Rollins Financial Advisors, LLC 0.04% Reduce -19.2% 12,751 $252K
Regimen Wealth, LLC 0.08% No change 12,726 $252K
Plancorp, LLC 0.01% No change 12,675 $251K
LJI Wealth Management, LLC 0.05% Add +8.2% 12,660 $250K
Vernal Point Advisors, LLC 0.17% No change 12,620 $250K
Spire Wealth Management 0.01% Add +1.4% 12,581 $249K
Paulson Wealth Management Inc. 0.07% Reduce -26.8% 12,578 $249K
Lowe Wealth Advisors, LLC 0.11% No change 12,553 $248K
Kingswood Wealth Advisors, LLC 0.02% Reduce -5.6% 12,542 $248K
First Foundation Advisors 0.01% No change 12,531 $248K
Macroview Investment Management LLC 0.23% Reduce -1.4% 12,402 $245K
Hartline Investment Corp./ 0.03% No change 12,370 $245K
StoneX Group Inc. 0.01% Reduce -48.5% 12,319 $244K
Plan A Wealth LLC 0.19% Add +14.2% 12,155 $240K
Prospera Financial Services Inc 0.01% Add +20.7% 12,089 $239K
Northstar Group, Inc. 0.04% New 12,068 $239K
Waterfront Wealth Inc. 0.06% No change 12,048 $238K
Arkansas Financial Group, Inc. 0.04% Add +11.4% 12,713 $238K
Meridian Financial Advisors, LLC 0.17% Add +12.8% 12,003 $237K
Bank of Hawaii 0.01% Reduce -2.6% 11,928 $236K
Smith Salley Wealth Management 0.02% Reduce -47.3% 11,907 $236K
Scott Capital Advisors, LLC 0.07% Reduce -0.2% 11,895 $235K
Sowell Financial Services LLC 0.01% New 11,882 $235K
IronBridge Private Wealth, LLC 0.09% No change 11,870 $235K
BLB&B Advisors, LLC 0.01% No change 11,826 $234K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -2.8% 11,706 $234K
Tritonpoint Wealth, LLC 0.02% Reduce -2.2% 11,800 $233K
Stevens Capital Partners 0.11% Reduce -42.5% 11,685 $231K
RBA Wealth Management, LLC 0.09% Add +4.4% 11,685 $231K
Paragon Capital Management Ltd 0.05% No change 11,662 $231K
Quent Capital, LLC 0.02% Add +82.8% 11,644 $230K
Stephenson & Company, Inc. 0.15% Reduce -27.1% 11,604 $230K
Walkner Condon Financial Advisors LLC 0.05% Add +6.8% 11,589 $229K
Moss Adams Wealth Advisors LLC 0.02% New 11,547 $228K
VCI Wealth Management LLC 0.10% Reduce -26.5% 11,503 $228K
Robinswood Financial LLC 0.08% No change 11,454 $227K
Aspen Capital Management, LLC 0.07% — 11,400 $226K
Pandora Wealth, Inc. 0.15% — 11,400 $225K
Balanced Wealth Group LLC 0.11% No change 11,377 $225K
Evolution Advisers, Inc. 0.12% No change 11,336 $224K
Landing Point Financial Group, LLC 0.17% Reduce -8.5% 11,248 $222K
Arlington Financial Advisors, LLC 0.04% New 11,240 $222K
Canvas Wealth Advisors, LLC 0.06% Reduce -35.4% 11,080 $222K
M Holdings Securities, Inc. 0.04% New 11,163 $221K
Forza Wealth Management, LLC 0.10% No change 11,126 $220K
Ethos Financial Group, LLC 0.02% Reduce -3.6% 11,112 $220K
Lakeridge Wealth Management LLC 0.11% Reduce -2.6% 11,044 $218K
Lesa Sroufe & Co 0.22% — 10,969 $217K
AlphaCore Capital LLC 0.02% New 10,877 $215K
Cobblestone Capital Advisors LLC 0.01% No change 10,856 $215K
First Pacific Financial 0.04% Add +1617.4% 10,837 $214K
Prudent Investors Network, Inc. 0.06% Reduce -30.2% 10,822 $214K
Beam Wealth Advisors, Inc. 0.07% New 10,797 $214K
Waterloo Capital, L.P. 0.02% Reduce -6.2% 10,791 $213K
Waters Parkerson & Co., LLC 0.01% New 10,777 $213K
Radnor Capital Management, LLC 0.04% No change 10,768 $213K
Index Fund Advisors, Inc. 0.01% Reduce -7.9% 10,767 $213K
Accretive Wealth Partners, LLC 0.07% New 10,103 $211K
Golden Reserve Retirement LLC 0.08% — 10,322 $211K
Tocqueville Asset Management L.P. 0.00% Add +0.1% 10,606 $210K
Morris Financial Concepts, Inc. 0.09% No change 10,602 $210K
Joseph P. Lucia & Associates, LLC 0.10% Reduce -2.6% 10,534 $208K
Elevated Capital Advisors, LLC 0.06% New 10,507 $208K
Total Investment Management Inc. 0.03% New 10,475 $207K
Wood Tarver Financial Group, LLC 0.07% Reduce -11.7% 10,466 $207K
Hutchinson Capital Management 0.04% Reduce -16.3% 10,451 $207K
Barlow Wealth Partners, LLC 0.03% New 10,134 $207K
Curio Wealth, LLC 0.11% Reduce -100.0% 5 $206K
Security National Bank 0.04% Add +179.4% 10,399 $206K
Whittier Trust Co. of Nevada Inc. 0.01% No change 10,368 $205K
BostonPremier Wealth LLC 0.13% New 10,325 $204K
Northwest Quadrant Wealth Management, LLC 0.05% Reduce -0.0% 10,294 $204K
Accelerate Investment Advisors LLC 0.17% Reduce -1.6% 10,265 $203K
Stratos Investment Management, LLC 0.01% Reduce -31.2% 10,248 $203K
Bellwether Advisors, LLC 0.04% No change 10,150 $201K
Lavaca Capital LLC 0.09% Reduce -17.9% 10,119 $200K
Trust Co. of Vermont 0.01% No change 10,094 $200K
Associated Banc-Corp 0.01% New 10,024 $198K
Madison Park Capital Advisors, LLC 0.17% New 10,011 $198K
Continuum Advisory, LLC 0.02% Add +2.1% 9,583 $190K
Accredited Wealth Management, LLC 0.16% Reduce -4.7% 9,407 $186K
Hexagon Capital Partners LLC 0.03% Add +5.9% 9,190 $182K
Medallion Wealth Advisors, LLC 0.08% Add +32.5% 9,149 $182K
Sound Income Strategies, LLC 0.01% Reduce -7.3% 8,813 $174K
Halbert Hargrove Global Advisors, LLC 0.01% Add +283.4% 8,699 $172K
TFC Financial Management, Inc. 0.03% No change 8,502 $168K
Urban Financial Advisory Corp 0.09% No change 8,482 $168K
Carolinas Wealth Consulting LLC 0.04% Add +0.9% 8,342 $165K
Johnson Financial Group, Inc. 0.01% Reduce -20.3% 8,184 $162K
Woodside Wealth Management LLC 0.15% — 8,180 $162K
First Horizon Advisors, Inc. 0.00% Add +0.1% 7,617 $151K
Ogorek Anthony Joseph /NY/ 0.05% No change 7,546 $149K
Cloud Capital Management, LLC 0.10% — 7,311 $144K
Compass Planning Associates Inc 0.14% No change 7,122 $141K
Ritter Daniher Financial Advisory LLC / DE 0.04% Reduce -13.2% 6,890 $136K
Rothschild Investment LLC 0.01% Add +0.8% 6,848 $135K
Sunbelt Securities, Inc. 0.01% Add +17.9% 6,824 $135K
Quantum Capital Management, LLC / NJ 0.01% Reduce -96.6% 6,811 $135K
Plante Moran Financial Advisors, LLC 0.01% No change 6,666 $132K
Peachtree Investment Partners, LLC 0.05% New 6,536 $129K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 6,532 $129K
Blue Trust, Inc. 0.00% Reduce -27.0% 6,510 $129K
Synergy Investment Management, LLC 0.05% No change 6,160 $122K
Howe & Rusling Inc. 0.01% Add +105.1% 6,132 $121K
Mowery & Schoenfeld Wealth Management, LLC 0.24% No change 6,120 $121K
Cutler Capital Management, LLC 0.05% No change 6,000 $119K
Investors Research Corp 0.03% Reduce -5.2% 5,984 $118K
Gables Capital Management Inc. 0.06% No change 5,922 $117K
Caldwell Trust Co 0.01% No change 5,844 $116K
EverSource Wealth Advisors, LLC 0.01% Add +18.1% 5,735 $113K
Richardson Capital Management LLC 0.07% Reduce -10.1% 5,718 $113K
Pinnacle Bancorp, Inc. 0.04% Reduce -0.9% 5,612 $111K
N.E.W. Advisory Services LLC 0.01% New 5,594 $111K
Glassman Wealth Services 0.02% No change 5,581 $110K
Phillips Financial Management, LLC 0.01% Add +17.9% 5,362 $106K
Wayfinding Financial, LLC 0.05% New 5,328 $105K
Jackson Hole Capital Partners, LLC 0.02% No change 5,236 $104K
Colonial Trust Co / SC 0.02% No change 5,200 $103K
Wilmington Savings Fund Society, FSB 0.00% Add +89.3% 5,171 $102K
True Wealth Design, LLC 0.04% New 5,100 $101K
Hazlett, Burt & Watson, Inc. 0.04% No change 5,001 $99K
Noble Wealth Management PBC 0.06% Reduce -8.8% 4,791 $95K
Integrity Financial Corp 0.05% No change 4,662 $92K
Tucker Asset Management LLC 0.03% Reduce -8.9% 4,611 $91K
WASHINGTON TRUST Co 0.00% Reduce -11.0% 4,552 $90K
Kiker Wealth Management, LLC 0.06% New 4,475 $89K
Indiana Trust & Investment Management Co 0.03% New 4,441 $88K
Orion Capital Management LLC 0.04% No change 4,298 $85K
Fairman Group, LLC 0.08% No change 4,589 $85K
Smithfield Trust Co 0.00% No change 4,232 $84K
TD Capital Management LLC 0.01% Add +90.0% 4,221 $83K
Fairway Wealth LLC 0.03% New 4,147 $82K
Physician Wealth Advisors, Inc. 0.01% No change 4,059 $80K
Tower Research Capital LLC (TRC) 0.00% Reduce -89.3% 3,943 $78K
Lindbrook Capital, LLC 0.01% Add +16.0% 3,840 $76K
West Financial Advisors, LLC 0.01% Add +0.2% 3,815 $75K
Balentine LLC 0.00% No change 3,778 $75K
Global Wealth Strategies & Associates 0.02% Reduce -67.9% 3,763 $74K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -67.1% 3,758 $74K
Painted Porch Advisors LLC 0.03% No change 3,668 $73K
Avion Wealth 0.02% No change 3,920 $72K
Quest 10 Wealth Builders, Inc. 0.08% Add +3.5% 3,629 $72K
Raffa Wealth Management, LLC 0.02% Reduce -22.5% 3,514 $70K
Westend Capital Management, LLC 0.03% No change 3,512 $69K
Future Financial Wealth Managment LLC 0.05% No change 3,508 $69K
Tsfg, LLC 0.01% New 3,465 $69K
Atlas Capital Advisors Inc. 0.01% No change 3,466 $69K
GeoWealth Management, LLC 0.00% Reduce -37.1% 3,410 $67K
St Germain D J Co. Inc. 0.00% Add +143.9% 3,385 $67K
Hamilton Point Investment Advisors, LLC 0.01% No change 3,348 $66K
WealthCollab, LLC 0.04% Reduce -5.9% 3,317 $66K
JDM Financial Group LLC 0.03% No change 3,280 $65K
Promus Capital, LLC 0.04% Reduce -34.6% 3,000 $59K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 2,984 $59K
Friedenthal Financial 0.03% Reduce -2.5% 2,920 $58K
Hoey Investments, Inc. 0.01% Reduce -27.6% 2,794 $55K
Hantz Financial Services, Inc. 0.00% Add +8.8% 2,730 $54K
DecisionPoint Financial, LLC 0.02% New 2,719 $54K
West Branch Capital LLC 0.02% No change 2,706 $54K
Highline Wealth Partners LLC 0.02% Reduce -12.0% 2,677 $53K
GAMMA Investing LLC 0.00% No change 2,542 $50K
Pinney & Scofield, Inc. 0.04% Add +22.9% 2,506 $50K
Wagner Wealth Management, LLC 0.01% Add +6.5% 2,304 $46K
Tidemark, LLC 0.02% Reduce -13.4% 2,248 $44K
MTM Investment Management, LLC 0.02% New 2,192 $44K
Headlands Technologies LLC 0.00% New 1,938 $38K
Hollencrest Capital Management 0.00% No change 1,930 $38K
GPS Wealth Strategies Group, LLC 0.01% Reduce -1.1% 1,883 $37K
Inlight Wealth Management, LLC 0.02% New 1,698 $34K
Aspect Partners, LLC 0.02% Add +6.8% 1,647 $33K
Brooklyn Investment Group 0.01% New 1,625 $32K
Spurstone Advisory Services, LLC 0.61% New 1,576 $31K
Center for Financial Planning, Inc. 0.00% Reduce -9.4% 1,534 $30K
Main Street Group, LTD 0.01% Reduce -19.6% 1,488 $29K
Guardian Wealth Management, Inc. 0.02% Reduce -20.3% 1,466 $29K
Anderson Financial Strategies, LLC 0.02% Reduce -99.8% 1,432 $28K
Financial Gravity Asset Management, Inc. 0.01% — 1,416 $28K
UMB Bank, n.a. 0.00% No change 1,400 $28K
Glen Eagle Advisors, LLC 0.00% Reduce -11.1% 1,365 $27K
High Note Wealth, LLC 0.01% No change 1,348 $27K
Kozak & Associates, Inc. 0.01% No change 1,295 $25K
Syntax Research, Inc. 0.02% No change 1,257 $25K
Nemes Rush Group LLC 0.00% Reduce -21.8% 1,249 $25K
Ridgewood Investments LLC 0.01% Reduce -81.5% 1,228 $24K
Game Plan Financial Advisors, LLC 0.01% Reduce -13.8% 1,224 $24K
Valued Wealth Advisors LLC 0.01% Add +208.2% 1,205 $24K
CENTRAL TRUST Co 0.00% Reduce -33.7% 1,200 $24K
Pillar Financial Advisors, LLC 0.02% No change 1,174 $23K
Financial Freedom, LLC 0.01% No change 1,161 $23K
SWAN Capital LLC 0.01% New 1,084 $21K
S.A. Mason LLC 0.01% New 959 $19K
Cheviot Value Management, LLC 0.00% New 876 $18K
SJS Investment Consulting Inc. 0.00% No change 908 $18K
NWK Group, Inc. 0.01% Add +12857.1% 907 $18K
ORG Partners LLC 0.00% No change 852 $17K
Ameriflex Group, Inc. 0.01% Reduce -37.5% 820 $16K
Brown, Lisle/Cummings, Inc. 0.00% No change 786 $16K
Stephens Consulting, LLC 0.00% Reduce -27.6% 714 $14K
Bernard Wealth Management Corp. 0.01% New 698 $14K
Barnes Dennig Private Wealth Management LLC 0.02% — 686 $14K
Farmers & Merchants Investments Inc. 0.00% No change 664 $13K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 642 $13K
CNB Bank 0.01% No change 638 $13K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -87.6% 636 $13K
JNBA Financial Advisors 0.00% Add +58.5% 618 $12K
North Ridge Wealth Advisors, Inc. 0.01% No change 616 $12K
Winch Advisory Services, LLC 0.00% New 607 $12K
GW&K Investment Management, LLC 0.00% No change 618 $12K
Westside Investment Management, Inc. 0.00% Add +21.4% 551 $11K
Bridge Generations Wealth Management LLC 0.01% Add +97.1% 540 $11K
Investment Counsel Co. of Nevada 0.02% No change 532 $11K
Private Wealth Management Group, LLC 0.00% No change 506 $10K
Coston, McIsaac & Partners 0.00% No change 528 $10K
City State Bank 0.00% No change 450 $9K
Contravisory Investment Management, Inc. 0.00% Add +1.6% 449 $9K
CBIZ Investment Advisory Services, LLC 0.00% No change 446 $9K
Costello Asset Management, INC 0.00% New 428 $8K
HighMark Wealth Management LLC 0.00% No change 413 $8K
Iron Horse Wealth Management, LLC 0.00% No change 412 $8K
Crowley Wealth Management, Inc. 0.01% No change 400 $8K
Franklin Resources Inc. 0.00% No change 400 $8K
Addison Advisors LLC 0.00% Add +20.6% 398 $8K
Horrell Capital Management, Inc. 0.00% No change 390 $8K
FSA Wealth Management LLC 0.00% No change 377 $7K
Colonial Trust Advisors 0.00% No change 340 $7K
Hemington Wealth Management 0.00% Reduce -84.1% 312 $6K
Wolff Wiese Magana LLC 0.00% No change 290 $6K
Archer Investment Corp 0.00% No change 272 $5K
Maryland Capital Advisors Inc. 0.00% No change 268 $5K
Atmos Advisory, LLC 0.00% Add +7.1% 242 $5K
Towne Trust Company, N.A 0.00% No change 242 $5K
Aventura Private Wealth, LLC 0.00% New 240 $5K
Western Pacific Wealth Management, LP 0.00% No change 238 $5K
Greykasell Wealth Strategies, Inc. 0.00% New 224 $4K
Compass Wealth Management LLC 0.00% New 218 $4K
Concord Wealth Partners 0.00% No change 206 $4K
BNP Paribas Financial Markets 0.00% New 206 $4K
Aberdeen Wealth Management LLC 0.00% No change 200 $4K
Fortitude Family Office, LLC 0.00% Add +283.3% 184 $4K
Bokf, NA 0.00% Add +718.2% 180 $4K
Bear Mountain Capital, Inc. 0.00% Reduce -46.6% 172 $4K
Blume Capital Management, Inc. 0.00% No change 174 $3K
Salomon & Ludwin, LLC 0.00% No change 166 $3K
Toth Financial Advisory Corp. 0.00% No change 160 $3K
IAG Wealth Partners, LLC 0.00% Reduce -96.9% 138 $3K
TD Waterhouse Canada Inc. 0.00% Reduce -67.9% 124 $2K
Heritage Wealth Advisors 0.00% No change 119 $2K
Innovative Advisory Group, LLC 0.00% No change 116 $2K
MJT & Associates Financial Advisory Group, Inc. 0.00% — 108 $2K
Moser Wealth Advisors, LLC 0.00% New 108 $2K
Tower View Wealth Management LLC 0.00% New 105 $2K
Tompkins Financial Corp. 0.00% No change 92 $2K
Harbor Investment Advisory, LLC 0.00% No change 74 $1K
North Capital, Inc. 0.00% — 74 $1K
Whittier Trust Co. 0.00% No change 72 $1K
Townsend Asset Management Corp. /NC/ 0.00% No change 70 $1K
Founders Financial Alliance, LLC 0.00% Reduce -95.1% 68 $1K
Prudent Man Investment Management, Inc. 0.00% No change 72 $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% No change 61 $1K
Morse Asset Management, Inc 0.00% New 57 $1K
New Republic Capital, LLC 0.00% New 44 $870
Islay Capital Management, LLC 0.00% Add +2800.0% 29 $567
Legacy Wealth Managment, LLC 0.00% New 17 $337
Hughes Financial Services, LLC 0.00% New 10 $199
Runnymede Capital Advisors, Inc. 0.00% No change 10 $198
Sittner & Nelson, LLC 0.00% No change 6 $119
TD Private Client Wealth LLC 0.00% No change 1 $11
Keener Financial Planning LLC 0.00% Reduce -83.8% 40 $0

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