Schwab Intl Equity ETFSCHFETF
13F holders, Q1 2025 (March 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $104.6M |
| Exits | 79 | $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.