Schwab Intl Equity ETFSCHFETF

13F holders, Q2 2025 (June 30)
1,363holders +53
114new positions
61sold out
3famous investors
$22.10avg. 13F price*

At the end of Q2 2025, 1,363 institutions reported holding Schwab Intl Equity ETF (SCHF) in their 13F filings, up 53 from Q1 2025. 114 opened new positions and 61 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($7.3B), Empower Advisory Group, LLC ($4.1B) and Financial Engines Advisors L.L.C. ($3.5B). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Schwab Intl Equity ETF
CUSIP
808524805
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions114$139.1M
Exits61$43.0M

All 13F filers, Q1 2025 → Q2 2025: 49,453,876 shares bought and 54,956,804 shares sold, net −5,502,928 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,363 holders

Northwestern Mutual Wealth Management Co. 5.34% Reduce -4.7% 331,705,736 $7.3B
Empower Advisory Group, LLC 12.18% Reduce -0.4% 184,001,503 $4.1B
Financial Engines Advisors L.L.C. 7.06% Reduce -6.1% 159,968,464 $3.5B
Wealthfront Advisers LLC 6.24% Add +4.7% 109,691,724 $2.4B
Creative Planning 0.78% Add +0.2% 41,355,792 $914.0M
Betterment LLC 1.08% Reduce -2.8% 22,942,141 $507.0M
HighTower Advisors, LLC 0.61% Add +1.3% 21,922,381 $484.5M
Wealthspire Advisors, LLC 2.67% Add +5.2% 21,525,356 $475.7M
Corient Private Wealth LP 0.61% Reduce -3.6% 20,840,936 $460.6M
US Bancorp \de 0.38% Reduce -6.7% 13,545,100 $299.3M
SCS Capital Management LLC 3.18% Reduce -1.3% 12,964,048 $286.5M
Envestnet Asset Management Inc. 0.08% Reduce -1.5% 12,494,818 $276.1M
Composition Wealth, LLC 4.30% Add +53.1% 11,576,097 $255.8M
Morgan Stanley 0.01% Add +9.0% 10,353,865 $228.8M
Mercer Global Advisors Inc. 0.48% Reduce -4.5% 9,612,699 $212.4M
Wealth Enhancement Advisory Services, LLC 0.34% Reduce -0.4% 9,316,311 $206.6M
Mariner, LLC 0.28% Reduce -0.9% 8,822,688 $195.0M
Orgel Wealth Management, LLC 4.56% Reduce -0.6% 8,570,431 $189.4M
SageView Advisory Group, LLC 6.09% Add +6.7% 7,258,961 $161.0M
Steele Capital Management, Inc. 7.12% Add +1.2% 6,700,587 $148.4M
Cerity Partners LLC 0.26% Add +0.3% 6,655,981 $147.1M
McAdam, LLC 7.93% Add +1.0% 6,556,228 $144.9M
Prime Capital Investment Advisors, LLC 1.92% Reduce -34.6% 6,553,549 $144.8M
Avantax Planning Partners, Inc. 4.40% Reduce -2.5% 6,279,163 $138.8M
Rebalance, LLC 9.27% Reduce -5.3% 6,170,411 $136.4M
Bessemer Group Inc. 0.21% Reduce -2.5% 5,867,033 $129.7M
Brandywine Oak Private Wealth LLC 11.92% Reduce -3.4% 5,821,759 $128.7M
LPL Financial LLC 0.04% Add +12.6% 5,560,420 $122.9M
Cresset Asset Management, LLC 0.61% Reduce -2.2% 5,537,524 $122.4M
FMR LLC 0.01% Reduce -2.5% 5,194,465 $114.8M
Wells Fargo & Company 0.03% Add +13.8% 5,145,742 $113.7M
Jones Financial Companies LLLP 0.08% Add +15.6% 4,878,673 $107.6M
Gemmer Asset Management LLC 9.49% Add +8.0% 4,839,092 $106.9M
Fund Evaluation Group, LLC 4.10% Add +19.7% 4,804,438 $106.2M
Bank of America Corp. 0.01% Add +6.0% 4,737,930 $104.7M
Moneta Group Investment Advisors LLC 1.16% Add +5.6% 4,410,971 $97.5M
JMG Financial Group, Ltd. 2.95% Add +0.4% 4,403,203 $97.3M
Old Mission Capital LLC 2.41% Add +877.7% 4,094,703 $90.5M
UBS Group AG 0.02% Reduce -0.6% 3,822,791 $84.5M
AlphaCore Capital LLC 3.17% Add +34510.8% 3,764,614 $83.2M
Benjamin Edwards Inc. 1.04% Add +3.9% 3,709,536 $82.0M
Bluespring Wealth Management, LLC 7.70% Add +0.6% 3,663,182 $81.0M
Truepoint, Inc. 1.97% Reduce -3.6% 3,582,392 $79.2M
Jane Street Group, LLC 0.12% Add +96.2% 3,427,311 $75.7M
BlueStem Wealth Partners, LLC 8.98% Add +54.2% 3,308,478 $73.1M
Cwm, LLC 0.26% Add +9.6% 3,291,539 $72.7M
Charles Schwab Trust Co 5.33% Reduce -8.3% 3,214,073 $71.0M
Foster & Motley Inc. 3.97% Reduce -2.6% 3,110,308 $68.7M
Royal Bank of Canada 0.01% Add +21.1% 2,999,265 $66.3M
Choreo, LLC 0.88% Reduce -5.8% 2,859,928 $63.2M
MML Investors Services, LLC 0.17% Reduce -4.0% 2,651,415 $58.6M
Ameriprise Financial Inc. 0.01% Add +7.8% 2,589,410 $57.2M
Opus Capital Group, LLC 6.64% Reduce -2.7% 2,510,756 $55.5M
United Capital Financial Advisors, LLC 0.44% Reduce -6.7% 2,457,149 $54.3M
Focus Partners Wealth 0.12% Add +14.7% 2,435,792 $53.8M
Evergreen Advisors, LLC 14.17% Reduce -1.6% 2,419,768 $53.5M
Capital Advisors Inc. 0.93% Add +4.2% 2,346,247 $51.9M
Osaic Holdings, Inc. 0.09% Reduce -10.6% 2,335,881 $51.6M
Riverpoint Wealth Management Holdings, LLC 11.85% Add +0.7% 2,278,495 $50.4M
Raymond James Financial Inc. 0.02% Add +6.1% 2,188,366 $48.4M
Forvis Mazars Wealth Advisors, LLC 1.01% Reduce -6.1% 2,113,428 $46.7M
Susquehanna International Group, LLP 0.07% Reduce -71.7% 2,110,524 $46.6M
Matrix Trust Co 7.22% Add +1.0% 2,052,409 $45.4M
Wooster Corthell Wealth Management, Inc. 8.23% Reduce -3.5% 2,011,239 $44.4M
AE Wealth Management LLC 0.32% Add +62.2% 2,010,894 $44.4M
TruNorth Capital Management, LLC 9.87% Add +9.5% 2,010,019 $44.4M
Commonwealth Equity Services, LLC 0.06% Add +4.1% 1,961,550 $43.4M
MAI Capital Management 0.29% Add +14.0% 1,901,395 $42.0M
Goelzer Investment Management, Inc. 2.28% Reduce -0.6% 1,881,382 $41.6M
Oarsman Capital, Inc. 6.50% Add +9.5% 1,874,331 $41.4M
Pittenger & Anderson Inc. 1.48% Add +2.0% 1,831,774 $40.5M
Financial Consulate, Inc. 7.98% Reduce -1.9% 1,829,904 $40.4M
Avantax Advisory Services, Inc. 0.22% Add +1.5% 1,781,173 $39.4M
Beacon Pointe Advisors, LLC 0.41% Add +18.4% 1,760,024 $38.9M
Citizens Financial Group Inc. 0.62% Add +41.6% 1,733,768 $38.3M
Pacific Sage Partners, LLC 7.30% Reduce -4.1% 1,663,875 $36.8M
Summit Asset Management, LLC 5.66% Add +1.6% 1,572,175 $34.7M
Visionary Wealth Advisors 1.74% Reduce -16.9% 1,536,938 $34.0M
Cetera Investment Advisers 0.06% Add +3.1% 1,515,662 $33.5M
Avidian Wealth Enterprises, LLC 1.25% Reduce -0.1% 1,392,588 $30.8M
Payne Capital Management, LLC 11.73% Reduce -0.2% 1,377,707 $30.4M
HB Wealth Management, LLC 0.24% Reduce -9.8% 1,366,254 $30.2M
Krilogy Financial LLC 1.73% Reduce -5.9% 1,364,922 $30.2M
BlueSky Wealth Advisors, LLC 4.38% Add +1.8% 1,363,373 $30.1M
Cambridge Investment Research Advisors, Inc. 0.09% Add +7.8% 1,347,260 $29.8M
Waverly Advisors, LLC 0.32% Add +0.0% 1,327,572 $29.3M
Courage Miller Partners, LLC 9.28% Reduce -0.3% 1,324,219 $29.3M
DRW Securities, LLC 2.05% Add +53.5% 1,318,500 $29.1M
Kavar Capital Partners Group, LLC 4.16% Add +2.6% 1,310,058 $29.0M
Persium Advisors, LLC 23.85% Add +0.6% 1,303,424 $28.8M
Christopher J. Hasenberg, Inc 10.68% New 1,300,023 $28.7M
Segall Bryant & Hamill, LLC 0.40% Reduce -3.4% 1,295,383 $28.6M
Pinkerton Wealth, LLC 3.41% Add +1.2% 1,292,704 $28.6M
Curi Capital, LLC 0.54% Reduce -0.5% 1,274,360 $28.2M
Summit Wealth & Retirement Planning, Inc. 7.55% Add +1.8% 1,271,836 $28.1M
Bangor Savings Bank 2.51% Reduce -1.2% 1,270,080 $28.1M
HHM Wealth Advisors, LLC 3.29% Add +1.7% 1,253,144 $27.7M
Benchmark Financial Wealth Advisors, LLC 9.15% Add +4.9% 1,252,546 $27.7M
GHP Investment Advisors, Inc. 1.22% Add +1.4% 1,250,086 $27.6M
Bleakley Financial Group, LLC 0.70% Add +651.3% 1,248,796 $27.6M
MorganRosel Wealth Management, LLC 7.44% Add +0.5% 1,233,156 $27.3M
Ballast Advisors LLC 7.98% Reduce -3.5% 1,226,124 $27.1M
Captrust Financial Advisors 0.06% Add +0.8% 1,219,371 $26.9M
Boltwood Capital Management 7.19% Reduce -2.1% 1,144,526 $25.3M
Voisard Asset Management Group, Inc. 6.43% Add +1.3% 1,128,560 $24.9M
Riversedge Advisors, LLC 4.81% Reduce -0.9% 1,113,654 $24.6M
Leavell Investment Management, Inc. 1.09% Add +0.4% 1,101,763 $24.3M
Pure Portfolios Holdings LLC 8.21% Reduce -0.8% 1,096,016 $24.2M
Financial Management Professionals, Inc. 2.72% Add +51.3% 1,094,909 $24.2M
Red Tortoise LLC 11.79% Add +0.5% 1,092,908 $24.2M
Red Cedar Investment Management, LLC 3.04% Add +0.7% 1,090,727 $24.1M
Keyvantage Wealth, LLC 10.64% Add +1.4% 1,072,499 $23.7M
Johnson Investment Counsel Inc. 0.21% Add +4.3% 1,062,250 $23.5M
Park Avenue Securities LLC 0.21% New 1,053,689 $23.3M
Berkshire Asset Management LLC 1.03% Add +0.5% 1,029,505 $22.8M
WealthPlan Investment Management, LLC 1.59% Add +0.5% 989,497 $21.9M
Koesten, Hirschmann & Crabtree, INC. 11.24% Reduce -1.6% 983,587 $21.7M
Kings Path Partners LLC 8.75% Add +2527.1% 983,068 $21.7M
Focus Partners Advisor Solutions, LLC 0.29% Reduce -4.7% 977,862 $21.6M
Wedmont Private Capital 0.92% Add +6.5% 970,909 $21.6M
Main Street Financial Solutions, LLC 1.55% Add +2.5% 969,524 $21.4M
Naples Global Advisors, LLC 1.82% Add +4.7% 957,859 $21.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.48% Reduce -1.0% 955,803 $21.1M
Flow Traders U.S. LLC 0.78% New 951,028 $21.0M
Bush Investment Group, LLC 14.10% Add +11.7% 950,444 $21.0M
EWG Elevate Inc. 6.44% Add +69.2% 946,141 $20.9M
Revolve Wealth Partners, LLC 2.73% Add +4.7% 945,290 $20.9M
ZynergyRetirementPlanningLLC 13.93% Add +2.5% 939,774 $20.8M
Operose Advisors LLC 5.79% Add +3.1% 928,957 $20.5M
Apriem Advisors 2.16% Reduce -20.4% 920,172 $20.3M
Savant Capital, LLC 0.14% Reduce -2.4% 898,148 $19.8M
Northeast Financial Group, Inc. 6.17% Add +1.5% 881,804 $19.5M
Act Wealth Management, LLC 8.10% Reduce -4.6% 867,975 $19.2M
Peapack Gladstone Financial Corp. 0.27% Add +0.0% 863,074 $19.1M
Blue Barn Wealth, LLC 8.97% Add +1.5% 861,569 $19.0M
Alliance Wealth Management Group 4.83% Add +0.9% 859,056 $19.0M
Towercrest Capital Management 3.39% Add +0.9% 859,056 $19.0M
Appleton Partners Inc. 1.34% Add +0.4% 858,567 $19.0M
Sylvest Advisors, LLC 10.86% Add +0.1% 852,831 $18.8M
Mission Wealth Management, LP 0.41% Add +123.6% 852,336 $18.8M
WealthShield Partners, LLC 2.26% Reduce -2.3% 846,559 $18.7M
Rosenberg Matthew Hamilton 4.31% Add +7.3% 838,597 $18.5M
McIlrath & Eck, LLC 2.11% Reduce -12.7% 835,711 $18.5M
World Investment Advisors 0.42% Add +4.6% 831,574 $18.4M
Valley National Advisers Inc. 2.99% Add +0.9% 828,197 $18.3M
Noble Family Wealth, LLC 4.44% Add +13.2% 823,047 $18.2M
Libra Wealth LLC 5.92% Add +29.4% 818,515 $18.1M
Stokes Family Office, LLC 1.88% Reduce -3.1% 810,656 $17.9M
Denver PWM, LLC 5.59% Add +1.9% 810,422 $17.9M
Belpointe Asset Management LLC 0.74% Reduce -1.2% 804,946 $17.8M
FLC Capital Advisors 3.67% Reduce -0.2% 803,443 $17.8M
NewEdge Advisors, LLC 0.09% Reduce -9.7% 786,268 $17.4M
Curbstone Financial Management Corp 3.56% Reduce -1.8% 784,875 $17.3M
JPMorgan Chase & Co. 0.00% Reduce -10.6% 783,093 $17.3M
Essex LLC 3.39% Add +4.8% 778,219 $17.2M
FSM Wealth Advisors, LLC 2.79% Add +10.0% 783,939 $17.2M
Broadleaf Partners, LLC 3.75% Reduce -10.8% 769,942 $17.0M
Guardian Financial Partners, LLC 7.63% Add +4.1% 769,248 $17.0M
Fortis Capital Advisors, LLC 3.02% Reduce -1.8% 764,627 $16.9M
Klingenstein Fields & Co. LP 0.66% Reduce -4.5% 758,319 $16.8M
Tradewinds Capital Management, LLC 4.16% Add +355.5% 748,436 $16.5M
eCIO, Inc. 6.96% Reduce -1.6% 747,027 $16.5M
Black Diamond Financial, LLC 2.56% Reduce -12.8% 746,286 $16.5M
Wealth Management Resources, Inc. 5.61% Reduce -2.2% 743,151 $16.4M
Boyd Wealth Management, LLC 7.11% Reduce -42.3% 743,141 $16.4M
Garde Capital, Inc. 0.88% Reduce -1.0% 741,254 $16.4M
North Star Asset Management Inc. 0.69% Reduce -3.7% 736,762 $16.3M
Sherwood Financial Partners, LLC 14.75% Reduce -5.5% 728,325 $16.1M
Brady Martz Wealth Solutions, LLC 3.10% Reduce -6.8% 724,600 $16.0M
Compound Planning, Inc. 0.60% Reduce -11.8% 717,846 $15.9M
Kickstand Ventures, Llc. 3.69% Reduce -0.1% 715,024 $15.8M
Schwerin Boyle Capital Management Inc. 1.74% No change 706,500 $15.6M
IHT Wealth Management, LLC 0.43% Add +577.5% 702,502 $15.5M
HBK Sorce Advisory LLC 0.42% Add +6.7% 700,100 $15.5M
Planning Alternatives Ltd. 2.13% Reduce -3.6% 692,866 $15.3M
Armor Investment Advisors, LLC 5.76% Add +1.9% 691,827 $15.3M
RKL Wealth Management LLC 1.34% Reduce -15.7% 687,946 $15.2M
Farther Finance Advisors, LLC 0.30% Add +6.8% 681,534 $15.1M
Soltis Investment Advisors LLC 1.14% Add +11.6% 657,324 $14.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.24% Reduce -9.4% 653,755 $14.4M
WBH Advisory Inc. 1.23% Reduce -8.0% 653,127 $14.4M
Hanson & Doremus Investment Management 1.93% Reduce -0.5% 652,915 $14.4M
Freestate Advisors LLC 12.78% Add +1.5% 647,452 $14.3M
BCS Wealth Management 3.05% Add +26.9% 641,391 $14.2M
Momentous Wealth Management, Inc. 9.14% Reduce -0.8% 640,323 $14.2M
Marshall Financial Group Inc. 4.21% Reduce -2.9% 636,887 $14.1M
Myecfo, LLC 6.82% Reduce -1.7% 629,580 $13.9M
Invst, LLC 1.73% Add +5.5% 628,536 $13.9M
Certified Advisory Corp 1.44% Add +10.1% 625,260 $13.8M
Cornerstone Wealth Advisors, Inc. 3.56% Add +8.9% 622,448 $13.8M
Intergy Private Wealth, LLC 4.63% Add +4.3% 613,702 $13.6M
Sanctuary Advisors, LLC 0.08% Add +6.5% 613,460 $13.6M
Northwest Capital Management Inc 7.34% Reduce -19.4% 612,912 $13.5M
Bristlecone Advisors, LLC 1.12% Add +0.4% 602,267 $13.3M
Cranbrook Wealth Management, LLC 2.83% Add +1.5% 600,233 $13.3M
Asset Allocation Strategies LLC 2.92% Add +7.4% 597,633 $13.2M
Fort Point Capital Partners LLC 1.32% Add +9.2% 597,141 $13.2M
EP Wealth Advisors, LLC 0.08% Add +5.6% 583,857 $12.9M
Elgethun Capital Management 2.53% Add +6.6% 569,419 $12.6M
CCG Wealth Management, LLC 6.55% Reduce -1.3% 562,117 $12.4M
Meridian Wealth Management, LLC 0.53% Reduce -0.8% 558,332 $12.3M
Perigon Wealth Management, LLC 0.29% Reduce -1.0% 554,651 $12.3M
Power Wealth Management LLC 4.69% Add +2.6% 551,620 $12.2M
Seneca Financial Advisors LLC 4.66% Add +2.8% 547,258 $12.1M
Bell Investment Advisors, Inc 2.08% Reduce -2.6% 546,630 $12.1M
Lido Advisors, LLC 0.06% Add +0.0% 544,725 $12.0M
Envision Financial LLC 8.02% Add +0.3% 544,603 $12.0M
Sightline Wealth Advisors, LLC 5.79% Add +0.3% 542,851 $12.0M
SigFig Wealth Management, LLC 0.40% Reduce -4.5% 541,624 $11.9M
Brightwater Advisory LLC 8.53% Reduce -0.2% 536,703 $11.9M
Kestra Advisory Services, LLC 0.06% Add +18.9% 533,439 $11.8M
Holistic Financial Partners 5.15% Reduce -0.2% 532,904 $11.8M
Brooklyn FI, LLC 3.01% Reduce -15.9% 531,703 $11.8M
White & Co Financial Planning Inc 9.39% Reduce -3.0% 532,724 $11.7M
AQR Capital Management 0.01% Add +39.8% 529,189 $11.7M
Nicholas Hoffman & Company, LLC. 0.30% Add +6.3% 526,612 $11.6M
Creekside Partners 5.51% Add +0.2% 525,527 $11.6M
Leeward Financial Partners, LLC 3.67% Add +65.4% 523,857 $11.6M
Brand Asset Management Group, Inc. 4.32% Reduce -3.9% 523,727 $11.6M
Patriot Investment Management Group, Inc. 0.80% Reduce -1.9% 523,538 $11.6M
Signet Investment Advisory Group, Inc. 5.89% Add +0.5% 518,795 $11.5M
O'shaughnessy Asset Management, LLC 0.08% Reduce -9.3% 515,807 $11.4M
Nalls Sherbakoff Group, LLC 8.22% Add +2.1% 511,223 $11.3M
Zhang Financial LLC 0.52% Add +16.7% 510,143 $11.3M
Roble, Belko & Company, Inc 1.64% Add +52.2% 510,098 $11.3M
Powers Advisory Group, LLC 4.93% Add +2.9% 507,066 $11.2M
Johnson Financial Group, LLC 1.05% Reduce -1.2% 502,945 $11.1M
Christensen, King & Associates Investment Services, Inc. 5.08% Reduce -2.3% 501,441 $11.1M
Fort Vancouver Investment Management, LLC 7.50% Reduce -10.2% 496,673 $11.0M
TPG Advisors LLC 7.91% Add +1.9% 494,960 $10.9M
Rwa Wealth Partners, LLC 0.14% Add +4.4% 494,047 $10.9M
Goldman Sachs Group Inc. 0.00% Add +66.0% 485,754 $10.7M
Elwood & Goetz Wealth Advisory Group, LLC 2.30% Reduce -0.6% 480,818 $10.6M
Debussy Capital Management LP 1.58% Reduce -0.9% 476,016 $10.5M
Gradient Capital Advisors, LLC 3.05% Reduce -2.5% 466,452 $10.3M
Vision Capital Management, Inc. 1.34% Add +0.9% 462,597 $10.2M
Mill Creek Capital Advisors, LLC 0.23% Add +64.9% 461,444 $10.2M
Hill Island Financial LLC 2.84% Reduce -7.3% 460,267 $10.2M
Tradition Wealth Management, LLC 0.80% Add +2.7% 451,595 $10.0M
First National Bank of Mount Dora, Trust Investment Services 2.22% New 444,558 $9.8M
Gleason Group, Inc. 1.06% Reduce -3.0% 442,695 $9.8M
Fairway Financial, LLC 8.06% Reduce -3.0% 430,879 $9.5M
Conquis Financial LLC 9.07% Add +4.9% 422,718 $9.3M
Focus Financial Network, Inc. 0.37% Add +8.2% 422,570 $9.3M
Mgo One Seven LLC 0.30% Add +2.5% 417,996 $9.2M
IMA Advisory Services, Inc. 0.99% Reduce -2.9% 417,626 $9.2M
Jacobsen Capital Management 3.35% Add +4.0% 412,025 $9.1M
Chicago Partners Investment Group LLC 0.26% Add +8.8% 399,933 $9.1M
OneDigital Investment Advisors LLC 0.10% Reduce -1.9% 407,947 $9.0M
Kelman-Lazarov, Inc. 1.43% Add +9.9% 400,453 $8.9M
Arbor Trust Wealth Advisors, LLC 4.31% Reduce -14.8% 399,129 $8.8M
Ascension Capital Advisors, Inc. 3.68% Add +0.4% 398,994 $8.8M
Lodestar Private Asset Management LLC 1.01% Reduce -0.8% 397,059 $8.8M
Roberts Wealth Advisors, LLC 2.52% Add +9.3% 395,881 $8.7M
Compass Advisory Group LLC 2.77% Add +17.1% 395,844 $8.7M
Sage Financial Management Group, Inc. 2.99% Reduce -5.1% 391,711 $8.7M
Great Valley Advisor Group, Inc. 0.19% Reduce -6.7% 389,148 $8.6M
James J. Burns & Company, LLC 1.40% Reduce -3.2% 387,248 $8.6M
Capital Investment Counsel, LLC 1.32% Reduce -4.9% 385,773 $8.5M
CX Institutional 0.30% Add +0.0% 384,200 $8.5M
Kathmere Capital Management, LLC 0.65% Reduce -7.0% 383,161 $8.5M
Chesapeake Wealth Management 2.81% Add +2.0% 381,512 $8.4M
Bank Hapoalim BM 1.19% No change 422,900 $8.4M
Athena Investment Management 4.63% Reduce -0.1% 374,989 $8.3M
Reston Wealth Management LLC 2.88% Add +20.9% 372,016 $8.2M
Bailard, Inc. 0.19% Reduce -0.2% 371,216 $8.2M
Atria Investments, Inc 0.10% Reduce -1.0% 370,089 $8.2M
Bank of New York Mellon Corp 0.00% Add +15.6% 368,539 $8.1M
Kohmann Bosshard Financial Services, LLC 0.90% Add +14.2% 365,745 $8.1M
Dynamic Advisor Solutions LLC 0.25% Add +1.9% 364,882 $8.1M
Barden Capital Management, Inc. 7.05% Add +58.5% 364,241 $8.0M
Stratos Wealth Advisors, LLC 0.42% Reduce -2.0% 361,325 $8.0M
Blue Square Asset Management, LLC 3.70% Reduce -0.4% 357,632 $7.9M
Legacy Private Trust Co. 0.51% Reduce -0.8% 356,940 $7.9M
Parallel Advisors, LLC 0.16% Reduce -4.2% 353,286 $7.8M
First National Corp. /Ma/ 1.56% Reduce -0.8% 350,874 $7.8M
Trinity Financial Advisors LLC 2.37% Add +0.7% 350,820 $7.8M
McKinley Carter Wealth Services, Inc. 0.43% Reduce -2.3% 349,783 $7.7M
Exencial Wealth Advisors, LLC 0.27% Reduce -1.9% 349,343 $7.7M
Allworth Financial LP 0.04% Reduce -6.3% 348,344 $7.7M
JFS Wealth Advisors, LLC 0.49% Reduce -3.4% 347,623 $7.7M
Winthrop Capital Management, LLC 1.92% Reduce -0.4% 343,436 $7.6M
CW Advisors, LLC 0.07% Add +3.1% 339,667 $7.5M
Wealth Architects, LLC 0.76% Reduce -1.6% 339,362 $7.5M
Bartlett & Co. Wealth Management LLC 0.10% Reduce -10.4% 334,759 $7.4M
Paradigm, Strategies in Wealth Management, LLC 4.80% Reduce -3.5% 332,034 $7.3M
BOK Financial Private Wealth, Inc. 0.49% Add +0.8% 330,088 $7.3M
Newman Dignan & Sheerar, Inc. 1.67% Add +0.1% 329,440 $7.3M
MA Private Wealth 1.30% New 327,878 $7.2M
Bogart Wealth, LLC 0.31% Add +0.9% 326,770 $7.2M
Weinberger Asset Management, Inc 2.75% Reduce -0.0% 322,750 $7.1M
Geneos Wealth Management Inc. 0.17% Add +193.3% 321,075 $7.1M
Firestone Capital Management 1.66% Add +1.5% 319,341 $7.1M
BCK Partners, Inc. 4.08% Reduce -4.5% 314,852 $7.0M
Capital Advantage, Inc. 1.10% Reduce -13.6% 314,286 $6.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.19% Add +5.1% 312,439 $6.9M
Chilton Capital Management LLC 0.25% Reduce -0.1% 309,248 $6.8M
Alliancebernstein L.P. 0.00% Add +1.8% 308,162 $6.8M
SVB Wealth LLC 0.36% New 305,559 $6.8M
Natixis Advisors, LLC 0.01% Add +17.7% 305,159 $6.7M
FFT Wealth Management LLC 1.33% Reduce -11.3% 301,471 $6.7M
Thrive Wealth Management, LLC 1.09% Reduce -0.4% 304,631 $6.7M
Leverty Financial Group, LLC 2.01% Reduce -87.7% 304,488 $6.7M
Retirement Planning Group, LLC 0.29% Add +5.5% 303,290 $6.7M
Cornerstone Advisors Asset Management, LLC 1.27% Add +1.9% 297,975 $6.6M
Dohj, LLC 1.91% Add +838.0% 326,812 $6.6M
Stonekeep Investments, LLC 4.41% Reduce -0.6% 296,360 $6.5M
Valley Forge Investment Consultants Inc. Adv 2.09% Add +3.2% 295,496 $6.5M
CRA Financial Services, LLC 0.99% Add +15.9% 292,571 $6.5M
Rockbridge Investment Management, LCC 0.69% Reduce -0.5% 290,335 $6.4M
Schwallier Wealth Management LLC 3.90% Add +18.2% 288,414 $6.4M
Bank of Montreal 0.00% Add +2.8% 286,768 $6.3M
Arkadios Wealth Advisors 0.19% Add +1.5% 286,486 $6.3M
AA Financial Advisors, LLC 1.36% New 285,730 $6.3M
Gill Capital Partners, LLC 2.01% Reduce -0.6% 282,604 $6.2M
Blueprint Financial Advisors LLC 1.99% Add +399.1% 281,092 $6.2M
Summit Financial, LLC 0.14% Add +13.4% 280,304 $6.2M
Integrated Wealth Concepts LLC 0.06% Add +7.7% 278,803 $6.2M
L.K. Benson & Company, P.C. 3.73% Reduce -0.2% 275,051 $6.1M
Tudor Financial Inc. 3.43% Add +4.6% 274,265 $6.1M
Summit Financial Strategies, Inc. 0.56% Reduce -4.9% 272,765 $6.0M
Modera Wealth Management, LLC 0.07% Reduce -2.7% 270,499 $6.0M
Sequoia Financial Advisors, LLC 0.04% Add +6.9% 266,446 $5.9M
Baird Financial Group, Inc. 0.01% Add +7.1% 265,245 $5.9M
Kathleen S. Wright Associates Inc. 2.29% Add +0.9% 264,940 $5.9M
Armbruster Capital Management, Inc. 1.04% Reduce -1.3% 260,769 $5.8M
Leisure Capital Management 2.13% Add +1.0% 255,789 $5.7M
Valmark Advisers, Inc. 0.08% Add +33.7% 255,566 $5.6M
Blueprint Investment Partners LLC 1.00% Add +343.3% 254,083 $5.6M
Modern Wealth Management, LLC 0.14% Add +1.7% 253,723 $5.6M
JPL Wealth Management, LLC 1.51% Add +2.3% 253,362 $5.6M
Bond & Devick Financial Network, Inc. 1.84% Add +2.7% 249,830 $5.5M
Genesis Private Wealth, LLC 2.60% Add +6.1% 249,463 $5.5M
Hengehold Capital Management LLC 0.50% Reduce -3.8% 248,880 $5.5M
Rialto Wealth Management, LLC 1.54% Reduce -5.6% 248,787 $5.5M
OneAscent Financial Services LLC 0.39% Reduce -59.8% 248,774 $5.5M
Oppenheimer & Co. Inc. 0.07% Add +117.0% 245,964 $5.4M
Clearstead Advisors, LLC 0.07% Reduce -1.5% 240,291 $5.3M
Bishop & Co Investment Management, LLC 1.90% Add +6.7% 239,578 $5.3M
Destination Wealth Management 0.15% Reduce -5.5% 236,930 $5.2M
Tenret Co LLC 2.84% Reduce -24.0% 235,445 $5.2M
Berger Financial Group, Inc 0.34% Add +1.2% 235,006 $5.2M
Davis R M Inc. 0.10% No change 231,974 $5.1M
Russell Investments Group, Ltd. 0.01% Add +493.7% 231,760 $5.1M
Alpha Omega Wealth Management LLC 0.92% Add +1.9% 231,213 $5.1M
Advisory Services Network, LLC 0.08% Add +27.1% 232,102 $5.1M
Warner Financial, Inc. 2.08% Reduce -1.6% 228,067 $5.0M
Pitcairn Co. 0.33% No change 228,036 $5.0M
Breakwater Investment Management 1.95% Reduce -5.5% 227,913 $5.0M
Valpey Financial Services, LLC 3.48% — 227,626 $5.0M
Orcam Financial Group 4.36% Add +6.5% 227,113 $5.0M
Advisors Capital Management, LLC 0.07% Add +6.7% 224,610 $5.0M
Rockefeller Capital Management L.P. 0.01% Add +50.6% 223,766 $4.9M
Seek First Inc. 3.99% Reduce -1.3% 222,847 $4.9M
RHS Financial, LLC 2.68% Reduce -14.1% 213,366 $4.7M
Phil A. Younker & Associates, Ltd. 4.65% Reduce 0.0% 213,291 $4.7M
Waterford Advisors, LLC 1.74% Reduce -21.2% 167,951 $4.7M
NBT Bank, N.A. 0.32% Reduce -2.7% 212,059 $4.7M
Five Oceans Advisors 1.98% Reduce -1.9% 210,444 $4.7M
SWS Partners 1.25% Reduce -13.5% 210,251 $4.6M
Fortis Capital Management LLC 0.72% Add +2.5% 209,305 $4.6M
Upper Left Wealth Management, LLC 3.09% Reduce -0.8% 209,297 $4.6M
Acropolis Investment Management, LLC 0.25% Reduce -6.4% 209,296 $4.6M
Intelligence Driven Advisers, LLC 0.69% Add +135.5% 208,384 $4.6M
Texas Yale Capital Corp. 0.15% Add +14.0% 207,353 $4.6M
Independent Solutions Wealth Management, LLC 0.89% Add +3.2% 206,584 $4.6M
Hurley Capital, LLC 3.19% Add +22.5% 205,887 $4.6M
Blair William & Co. 0.01% Add +26.3% 204,451 $4.5M
Grant Street Asset Management, Inc. 1.02% Add +1.9% 203,880 $4.5M
Valeo Financial Advisors, LLC 0.11% Add +200.6% 203,456 $4.5M
AdvisorNet Financial, Inc 0.29% Reduce -0.6% 202,574 $4.5M
Cambridge Capital Management, LLC 2.39% Add +1.0% 201,913 $4.5M
Koshinski Asset Management, Inc. 0.34% Add +3.1% 200,896 $4.4M
Beacon Wealthcare LLC 1.67% Add +0.1% 199,848 $4.4M
CGN Advisors LLC 0.39% Reduce -1.5% 199,586 $4.4M
Cambridge Financial Group, LLC 1.65% Add +1.2% 199,425 $4.4M
Triad Wealth Partners, LLC 0.88% Add +1.3% 197,528 $4.4M
Strategic Financial Planning, Inc. 2.71% Reduce -1.3% 197,138 $4.4M
Spectrum Asset Management, Inc. (NB/CA) 1.88% Reduce -39.1% 195,886 $4.3M
LifePlan Investment Advisors, Inc. 2.15% Reduce -1.3% 195,749 $4.3M
Mutual Advisors, LLC 0.11% Add +4.2% 191,976 $4.3M
CAP Partners, LLC 2.69% Add +23.9% 193,027 $4.3M
Allen Capital Group, LLC 0.44% Add +4.5% 191,366 $4.2M
Private Advisor Group, LLC 0.02% Add +10.4% 191,090 $4.2M
Facet Wealth, Inc. 0.10% Add +29.5% 192,617 $4.2M
CVA Family Office, LLC 0.59% Add +1.1% 189,599 $4.2M
Liberty Capital Management, Inc. 0.84% Add +10.7% 189,160 $4.2M
Cherry Tree Wealth Management, LLC 0.96% Add +3.1% 187,798 $4.2M
Curtis Advisory Group, LLC 1.04% Add +1.8% 187,252 $4.1M
Womack Financial LLC 3.44% Add +1.9% 187,111 $4.1M
Old National Bancorp 0.07% Reduce -2.1% 186,458 $4.1M
Argent Trust Co 0.16% Add +2.4% 186,113 $4.1M
Sound View Wealth Advisors Group, LLC 0.30% Add +267.7% 186,103 $4.1M
Attessa Capital LLC 2.63% Reduce -4.4% 185,792 $4.1M
Redhawk Wealth Advisors, Inc. 0.51% Add +109.3% 184,756 $4.1M
Ancora Advisors LLC 0.08% Add +4.7% 182,912 $4.0M
Pacific Capital Wealth Advisors, Inc. 0.74% Reduce -30.3% 184,122 $4.0M
Axos Invest Inc. 3.03% Reduce -1.2% 181,533 $4.0M
Quantinno Capital Management LP 0.02% Add +67.1% 180,001 $4.0M
Avalon Advisory Group 1.69% No change 177,646 $3.9M
Tempus Wealth Planning, LLC 0.98% Add +5.2% 177,387 $3.9M
IFP Advisors, Inc 0.11% Add +16.3% 175,034 $3.9M
Evergreen Capital Management LLC 0.12% Reduce -0.3% 174,648 $3.9M
Foster Group, Inc. 0.13% Reduce -2.2% 174,517 $3.9M
Von Berge Wealth Management Group, LLC 2.16% Reduce -0.0% 173,485 $3.8M
LVW Advisors, LLC 0.43% Add +6.3% 172,560 $3.8M
Axxcess Wealth Management, LLC 0.09% Add +18.2% 172,020 $3.8M
Global Strategic Investment Solutions, LLC 0.40% Add +8.3% 171,260 $3.8M
Nwam LLC 0.22% Add +311.4% 172,880 $3.8M
Peak Financial Management, Inc. 1.07% Reduce -0.4% 170,810 $3.8M
Signaturefd, LLC 0.06% Reduce -1.1% 170,720 $3.8M
Clearwater Capital Advisors, LLC 0.34% Reduce -6.8% 169,008 $3.7M
Valicenti Advisory Services Inc. 0.87% Reduce -0.9% 168,626 $3.7M
Merit Financial Group, LLC 0.04% Add +116.1% 168,170 $3.7M
Cahill Financial Advisors Inc. 0.45% Add +0.6% 165,619 $3.7M
Seaside Wealth Management, Inc. 1.16% Add +9.8% 165,095 $3.6M
Stifel Financial Corp. 0.00% Add +33.0% 164,760 $3.6M
Plum Street Advisors, LLC 1.61% Reduce -0.0% 164,683 $3.6M
Diversify Wealth Management, LLC 0.22% Reduce -1.1% 160,045 $3.6M
Aire Advisors, LLC 0.70% Add +0.3% 163,703 $3.6M
Woodmont Investment Counsel LLC 0.24% Reduce -2.0% 162,570 $3.6M
Aptus Capital Advisors, LLC 0.04% Reduce -3.2% 162,134 $3.6M
Condor Capital Management 0.31% Reduce -0.5% 162,016 $3.6M
Integrated Advisors Network LLC 0.16% Add +173.7% 160,787 $3.6M
JFG Wealth Management, LLC 0.74% Add +7.5% 159,020 $3.5M
Quadrant Capital Group LLC 0.13% Reduce -44.6% 158,860 $3.5M
Milestone Investment Advisors LLC 0.91% Reduce -4.4% 157,811 $3.5M
DHJJ Financial Advisors, Ltd. 1.26% Add +2.3% 157,763 $3.5M
Brighton Jones LLC 0.09% Reduce -2.4% 157,547 $3.5M
Beacon Bridge Wealth Partners, LLC 1.37% Reduce -6.0% 156,198 $3.5M
Silvercrest Asset Management Group LLC 0.02% Add +0.6% 155,563 $3.4M
SeaCrest Wealth Management, LLC 0.37% Reduce -12.0% 154,792 $3.4M
KOM Wealth Management Group, LLC 2.71% Add +13.4% 154,671 $3.4M
Carolina Wealth Advisors, LLC 1.66% Reduce -4.2% 152,404 $3.4M
Elm Partners Management LLC 0.20% Add +6.8% 152,095 $3.4M
Clearview Wealth Advisors LLC 2.33% Reduce -2.9% 151,031 $3.3M
Diversified Enterprises, LLC 0.25% Add +9.0% 150,947 $3.3M
Orion Porfolio Solutions, LLC 0.03% Add +7.6% 150,274 $3.3M
Uptown Financial Advisors LLC 3.05% Add +0.1% 148,681 $3.3M
Friday Financial 1.67% Reduce -2.3% 148,185 $3.3M
Avior Wealth Management, LLC 0.11% Reduce -3.1% 148,033 $3.3M
Ahl Investment Management, Inc. 2.18% Reduce -1.2% 147,630 $3.3M
Vise Technologies, Inc. 0.13% — 146,229 $3.2M
Salem Investment Counselors Inc. 0.10% Add +1.0% 144,539 $3.2M
Tortoise Investment Management, LLC 0.30% Reduce -0.7% 143,996 $3.2M
Port Capital LLC 0.13% Add +0.6% 143,017 $3.2M
Altfest L J & Co. Inc. 0.37% Reduce -2.5% 142,895 $3.2M
Sheets Smith Wealth Management 0.37% Add +9.3% 142,062 $3.1M
North Forty Two & Co. 3.33% Add +1.1% 141,804 $3.1M
Squarepoint Ops LLC 0.01% New 140,491 $3.1M
Comerica Bank 0.01% Add +17.9% 139,579 $3.1M
American Financial Advisors, LLC 0.43% Reduce -0.3% 138,989 $3.1M
Grey Ledge Advisors, LLC 0.75% Reduce -5.4% 138,578 $3.1M
Evensky & Katz LLC 0.19% Reduce -4.3% 137,494 $3.0M
Pioneer Wealth Management Group 1.12% Reduce -0.8% 137,086 $3.0M
Apollon Wealth Management, LLC 0.06% Add +2.1% 135,653 $3.0M
Savvy Advisors, Inc. 0.20% Add +16.0% 134,880 $3.0M
MBE Wealth Management, LLC 1.29% Add +0.9% 134,153 $3.0M
Fiducient Advisors LLC 0.36% Add +1.6% 133,989 $3.0M
Northern Trust Corp. 0.00% Reduce -1.0% 133,494 $3.0M
NorthCoast Asset Management LLC 0.01% Add +290.1% 133,355 $2.9M
Motive Wealth Advisors 1.33% Reduce -10.2% 131,920 $2.9M
Sand Hill Global Advisors, LLC 0.11% Add +8.6% 131,495 $2.9M
Pure Financial Advisors, LLC 0.05% Add +5.3% 130,646 $2.9M
Creative Financial Designs Inc. 0.21% Reduce -2.3% 129,810 $2.9M
Cape Investment Advisory, Inc. 1.05% Add +0.3% 129,798 $2.9M
Nelson Capital Management, LLC 0.38% Reduce -1.8% 129,694 $2.9M
Embree Financial Group 0.43% Add +0.5% 128,924 $2.8M
Arcataur Capital Management LLC 0.88% Reduce -3.9% 127,583 $2.8M
Certuity, LLC 0.26% Add +0.7% 127,197 $2.8M
Strategic Financial Concepts, LLC 0.39% Reduce -5.6% 126,866 $2.8M
Moisand Fitzgerald Tamayo, LLC 0.35% Reduce -2.6% 126,768 $2.8M
MADDEN SECURITIES Corp 0.96% Reduce -1.7% 126,703 $2.8M
Ieq Capital, LLC 0.02% Reduce -3.5% 125,592 $2.8M
Freestone Capital Holdings, LLC 0.09% Reduce -23.0% 125,589 $2.8M
PrairieView Partners, LLC 0.27% Reduce -0.3% 125,209 $2.8M
Robbins Farley 1.28% Reduce -2.8% 124,332 $2.7M
ProVise Management Group, LLC 0.22% Reduce -5.8% 123,983 $2.7M
Schneider Downs Wealth Management Advisors, LP 0.41% No change 123,807 $2.7M
D.B. Root & Company, LLC 0.79% Reduce -6.6% 121,671 $2.7M
L2 Asset Management, LLC 0.44% Add +333.5% 120,593 $2.7M
Simplicity Wealth,LLC 0.11% Add +102.9% 119,580 $2.6M
Wrenne Financial Planning LLC 1.22% Add +16.7% 118,449 $2.6M
Keeler & Nadler Financial Planning & Wealth Management 1.04% Reduce -0.6% 117,454 $2.6M
Wealthspire Retirement, LLC 0.17% Reduce -1.1% 116,258 $2.6M
Thrivent Financial for Lutherans 0.01% Reduce -88.9% 115,601 $2.6M
Sollinda Capital Management LLC 0.66% Add +31.3% 114,490 $2.5M
Per Stirling Capital Management, LLC. 0.33% Add +0.4% 114,188 $2.5M
Csenge Advisory Group 0.13% Add +0.2% 115,981 $2.5M
Chapman Financial Group, LLC 2.12% — 113,121 $2.5M
Truist Financial Corp. 0.00% Add +1.6% 111,885 $2.5M
Omega Financial Group, LLC 0.89% Add +3.1% 111,134 $2.5M
BSW Wealth Partners 0.34% Reduce -3.7% 110,626 $2.4M
Marquette Asset Management, LLC 0.41% Reduce -0.3% 110,201 $2.4M
Country Club Bank 0.15% Add +4.5% 109,118 $2.4M
Madison Wealth Partners, Inc 0.52% Add +9.5% 108,419 $2.4M
Long Island Wealth Management, Inc. 1.24% Reduce -1.8% 108,384 $2.4M
Garrison Point Advisors, LLC 1.09% Add +13.0% 107,696 $2.4M
VERITY Wealth Advisors 1.59% Reduce -3.7% 106,978 $2.4M
1900 Wealth Management LLC 0.18% Reduce -35.4% 106,158 $2.3M
Global Financial Private Client, LLC 0.87% Reduce -0.5% 105,453 $2.3M
Blossom Wealth Management 4.12% Add +2.5% 105,160 $2.3M
Whitcomb & Hess, Inc. 0.65% Add +2.6% 104,966 $2.3M
Harbour Investments, Inc. 0.06% Add +14.8% 104,497 $2.3M
Johnson Bixby & Associates, LLC 0.32% Add +0.4% 104,471 $2.3M
Enclave Advisors LLC 0.37% Add +20.5% 104,448 $2.3M
RFG Advisory, LLC 0.05% Reduce -46.9% 103,527 $2.3M
Elser Financial Planning, Inc 2.85% Reduce -0.9% 103,446 $2.3M
Fiduciary Trust Co 0.03% Reduce -2.3% 102,811 $2.3M
Meridian Investment Counsel Inc. 0.62% Add +4.8% 102,735 $2.3M
HORAN Wealth, LLC 0.69% — 102,463 $2.3M
AllSquare Wealth Management LLC 1.27% Reduce -0.3% 102,375 $2.3M
Ashton Thomas Private Wealth, LLC 0.08% Add +52.0% 101,794 $2.2M
Dakota Wealth Management 0.05% Reduce -23.0% 101,439 $2.2M
St. Louis Trust Co 0.30% Add +0.7% 101,416 $2.2M
Murphy & Mullick Capital Management Corp 1.82% Add +0.0% 102,707 $2.2M
Roundview Capital LLC 0.15% Reduce -3.0% 100,831 $2.2M
Tactive Advisors, LLC 0.72% — 100,426 $2.2M
Arcadia Investment Advisors LLC 1.15% No change 100,338 $2.2M
Howard Financial Services, LTD. 0.29% Reduce -3.8% 100,163 $2.2M
Aspiring Ventures, LLC 1.03% Add +16.7% 99,883 $2.2M
Integrity Alliance, Llc. 0.12% Add +4.0% 99,248 $2.2M
CoreCap Advisors, LLC 0.09% Add +15.1% 99,212 $2.2M
Global Retirement Partners, LLC 0.05% — 97,237 $2.1M
Jackson Creek Investment Advisors LLC 0.58% Reduce -6.5% 97,201 $2.1M
Foundations Investment Advisors, LLC 0.03% Add +30.9% 92,822 $2.1M
Flagship Harbor Advisors, LLC 0.10% Reduce -6.5% 90,985 $2.0M
West Paces Advisors Inc. 0.43% Reduce -15.4% 90,906 $2.0M
Passive Capital Management, LLC. 0.62% Reduce -0.4% 90,646 $2.0M
Cambridge Advisors Inc. 0.42% Add +0.3% 90,297 $2.0M
Lion Street Advisors, LLC 0.60% No change 90,192 $2.0M
Concurrent Investment Advisors, LLC 0.04% Add +45.0% 89,845 $2.0M
Kingsview Wealth Management, LLC 0.03% Add +6.5% 89,458 $2.0M
C M Bidwell & Associates Ltd. 1.02% Add +5.0% 89,257 $2.0M
Clark Asset Management, LLC 0.27% Add +26.8% 88,017 $1.9M
Affinity Capital Advisors, LLC 0.33% Reduce -0.6% 87,863 $1.9M
Burkett Financial Services, LLC 0.69% Reduce -11.2% 86,984 $1.9M
Diversified Portfolios, Inc. 0.18% Reduce -39.4% 86,863 $1.9M
Awm Capital, LLC 0.20% No change 86,552 $1.9M
Ami Investment Management Inc. 0.49% Reduce -10.4% 85,718 $1.9M
BIP Alliance, LLC 0.72% Reduce -0.6% 84,753 $1.9M
Evoke Wealth, LLC 0.04% Add +18.4% 84,174 $1.9M
Kearns & Associates LLC 1.06% Add +2.9% 83,971 $1.9M
Walter & Keenan Wealth Management LLC /in/ 0.53% Add +0.7% 82,030 $1.8M
Vanguard Group Inc. 0.00% Add +0.8% 81,860 $1.8M
MIdWestOne Financial Group, Inc. 0.23% Reduce -9.4% 81,558 $1.8M
Regions Financial Corp. 0.01% Add +6.1% 81,124 $1.8M
Warwick Investment Management, Inc. 0.35% Reduce -0.7% 80,987 $1.8M
Carrera Capital Advisors 0.36% Reduce -19.5% 80,524 $1.8M
Ironwood Wealth Management, LLC. 0.64% Reduce -31.1% 79,524 $1.8M
Stewardship Advisors, LLC 0.44% Reduce -5.9% 79,420 $1.8M
Lee Financial Co 0.25% Reduce -0.2% 79,106 $1.7M
Oak Family Advisors, LLC 0.63% Add +0.7% 78,240 $1.7M
May Hill Capital, LLC 0.57% Reduce -1.8% 77,856 $1.7M
Family Legacy Financial Solutions, LLC 1.46% — 77,853 $1.7M
Capital Analysts, LLC 0.06% Add +3.2% 77,302 $1.7M
Strategic Family Wealth Counselors, L.L.C. 0.49% Reduce -0.4% 77,242 $1.7M
Kiley Juergens Wealth Management, LLC 0.39% Add +16.6% 76,028 $1.7M
One Capital Management, LLC 0.06% Reduce -0.8% 75,924 $1.7M
Capital Advisors, Ltd. LLC 0.21% Reduce -6.2% 75,868 $1.7M
Angeles Wealth Management, LLC 0.11% New 75,820 $1.7M
Fifth Third Securities, Inc. 0.13% Add +17.1% 75,788 $1.7M
Arvest Investments, Inc. 0.25% Reduce -3.6% 75,655 $1.7M
FAS Wealth Partners, Inc. 0.12% Add +0.3% 75,593 $1.7M
KMG Fiduciary Partners, LLC 0.12% No change 74,837 $1.7M
Steward Partners Investment Advisory, LLC 0.01% Add +3.6% 74,834 $1.7M
Aspen Investment Management Inc 0.70% Reduce -0.1% 74,805 $1.7M
Evanson Asset Management, LLC 0.10% Reduce -0.3% 74,607 $1.6M
PNC Financial Services Group, Inc. 0.00% Reduce -0.2% 74,566 $1.6M
FinDec Wealth Services, Inc. 1.70% Reduce -12.5% 73,578 $1.6M
Brickley Wealth Management 0.32% Add +1.1% 73,480 $1.6M
Private Capital Management, LLC 0.16% Reduce -1.9% 72,468 $1.6M
Diversified Investment Strategies, LLC 1.07% Reduce -2.9% 71,913 $1.6M
Cynosure Group, LLC 0.18% Add +0.5% 71,193 $1.6M
Owen LaRue, LLC 0.67% Reduce -5.0% 70,773 $1.6M
Ameritas Investment Partners, Inc. 0.05% Reduce -0.0% 70,763 $1.6M
Wilkins Miller Wealth Management, LLC 1.06% Add +2.5% 70,418 $1.6M
Aegis Wealth Management LLC 0.93% No change 78,320 $1.5M
Great Waters Wealth Management 0.20% Add +2.3% 68,779 $1.5M
Donaldson Capital Management, LLC 0.06% Add +35.7% 68,658 $1.5M
FDx Advisors, Inc. 0.46% Reduce -1.6% 67,427 $1.5M
Pathstone Holdings, LLC 0.01% Reduce -51.6% 67,052 $1.5M
Janney Montgomery Scott LLC 0.00% Add +7.8% 66,216 $1.5M
CIBC Private Wealth Group LLC 0.00% Reduce -2.2% 66,188 $1.5M
Dorsey & Whitney Trust CO LLC 0.08% Reduce -3.4% 66,038 $1.5M
NorthRock Partners, LLC 0.04% Reduce -1.5% 65,807 $1.5M
Blue Investment Partners LLC 0.51% New 65,523 $1.4M
Koss-Olinger Consulting, LLC 0.12% Reduce -5.5% 65,457 $1.4M
Victrix Investment Advisors 0.64% Add +0.2% 65,420 $1.4M
Larson Financial Group LLC 0.06% Add +31.0% 65,386 $1.4M
Evermay Wealth Management LLC 0.18% Reduce -0.4% 65,247 $1.4M
Tiaa Trust, National Association 0.00% Add +7.8% 64,490 $1.4M
White Pine Investment CO 0.36% Reduce -6.2% 64,370 $1.4M
Earned Wealth Advisors, LLC 0.28% Reduce -8.1% 64,146 $1.4M
Greenhouse Wealth Management, LLC 0.91% Add +0.5% 63,791 $1.4M
TFO Wealth Partners, LLC 0.25% Add +0.4% 63,389 $1.4M
Abacus Planning Group, Inc. 0.21% Add +0.2% 63,314 $1.4M
Asset Dedication, LLC 0.10% Add +1.7% 63,048 $1.4M
Apella Capital, LLC 0.04% Add +0.2% 63,557 $1.4M
Cannon Wealth Management Services, LLC 1.13% Add +38.2% 62,695 $1.4M
Brio Consultants, LLC 0.20% Add +211.2% 62,534 $1.4M
Sei Investments Co. 0.00% Add +20.4% 61,908 $1.4M
Red Door Wealth Management, LLC 0.16% Reduce -1.0% 61,891 $1.4M
Anchor Investment Management, LLC 0.12% Reduce -2.3% 61,307 $1.4M
Planned Solutions, Inc. 0.52% Reduce -0.3% 61,255 $1.4M
Brown Brothers Harriman & Co. 0.01% New 61,119 $1.4M
Abound Wealth Management 0.38% Add +42.2% 61,052 $1.3M
SteelPeak Wealth, LLC 0.05% No change 60,837 $1.3M
Verus Wealth Management, LLC 1.35% Reduce -0.7% 60,588 $1.3M
Blackhawk Capital Partners, LLC 0.62% Reduce -0.5% 60,360 $1.3M
Thompson Investment Management, Inc. 0.19% No change 60,236 $1.3M
Westmount Partners, LLC 0.36% No change 60,118 $1.3M
Alaska Wealth Advisors, LLC 0.19% Add +1.2% 59,024 $1.3M
Klingman & Associates, LLC 0.07% No change 58,733 $1.3M
Frisco Financial Planning LLC 1.18% Reduce -2.1% 58,678 $1.3M
Keel Point, LLC 0.09% Reduce -0.8% 58,654 $1.3M
Sunburst Financial Group, LLC 0.29% Reduce -1.6% 58,559 $1.3M
Code Waechter LLC 0.92% Reduce -19.2% 58,530 $1.3M
Sigma Planning Corp 0.04% Add +14.5% 58,130 $1.3M
Smallwood Wealth Investment Management, LLC 0.73% Reduce -2.4% 57,882 $1.3M
Traction Financial Partners, LLC 0.87% Add +0.6% 57,772 $1.3M
Weaver Capital Management LLC 0.31% No change 57,112 $1.3M
Mascagni Wealth Management, Inc. 1.06% Reduce -10.7% 56,171 $1.2M
Rossmore Private Capital 0.14% No change 56,094 $1.2M
Lyell Wealth Management, LP 0.10% Add +25.9% 56,076 $1.2M
Principal Securities, Inc. 0.02% Add +32.3% 55,796 $1.2M
SGL Investment Advisors, Inc. 0.59% Add +5.8% 55,661 $1.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.44% Reduce -4.6% 55,676 $1.2M
Brown Advisory Inc. 0.00% Reduce -15.4% 55,348 $1.2M
Fortress Wealth Management, Inc. 0.59% Reduce -0.5% 55,101 $1.2M
Ritholtz Wealth Management 0.03% Reduce -69.3% 54,738 $1.2M
Independent Financial Group, LLC 0.03% Add +0.8% 54,494 $1.2M
Nestegg Advisors, Inc. 1.15% Add +0.9% 54,272 $1.2M
Cooper/Haims Advisors, LLC 0.59% Reduce -7.7% 54,115 $1.2M
Sigma Investment Counselors Inc. 0.07% Add +67.5% 54,086 $1.2M
Access Financial Services, Inc. 0.45% No change 53,852 $1.2M
Stark Wealth Management LLC 1.70% New 60,273 $1.2M
Commerce Bank 0.01% Reduce -0.2% 53,516 $1.2M
American Investment Services, Inc. 0.30% Add +0.0% 53,224 $1.2M
Fairview Capital Investment Management, LLC 0.06% Add +2.8% 53,118 $1.2M
Fonville Wealth Management LLC 0.29% Reduce -0.8% 52,691 $1.2M
Wilson & Boucher Capital Management, LLC 0.81% Reduce -1.1% 52,458 $1.2M
Heartwood Wealth Advisors LLC 0.12% Add +73.6% 52,074 $1.2M
Smartleaf Asset Management LLC 0.10% Add +104.1% 52,084 $1.1M
Wealthcare Advisory Partners LLC 0.03% New 51,709 $1.1M
SouthState Bank Corp 0.05% Reduce -1.3% 51,539 $1.1M
Watershed Private Wealth LLC 0.41% Reduce -6.6% 51,194 $1.1M
Procyon Advisors, LLC 0.11% Reduce -22.4% 51,136 $1.1M
Citrine Capital LLC 0.60% Reduce -3.5% 50,818 $1.1M
Advyzon Investment Management, LLC 0.25% New 50,201 $1.1M
Citadel Advisors 0.00% Reduce -12.0% 50,131 $1.1M
Flputnam Investment Management Co. 0.02% Add +0.1% 50,090 $1.1M
Madden Advisory Services, Inc. 0.47% Reduce -0.2% 50,068 $1.1M
L.M. Kohn & Company 0.30% Add +19.6% 49,959 $1.1M
Clay Northam Wealth Management, LLC 0.70% Reduce -12.3% 49,778 $1.1M
Laffer Tengler Investments, Inc. 0.23% New 49,539 $1.1M
Calton & Associates, Inc. 0.19% Add +1.1% 49,518 $1.1M
Aspen Grove Capital, LLC 0.18% Add +0.1% 48,935 $1.1M
Geometric Wealth Advisors 0.16% Reduce -6.8% 48,408 $1.1M
Cascade Financial Partners, LLC 0.13% Add +1.3% 48,144 $1.1M
Fagan Associates, Inc. 0.16% Reduce -3.8% 47,822 $1.1M
IFG Advisory, LLC 0.05% Reduce -4.0% 47,521 $1.1M
Avant Financial Advisors LLC 0.87% No change 47,521 $1.1M
Continuum Advisory, LLC 0.13% Add +395.0% 47,436 $1.0M
Fifth Third Bancorp 0.00% Add +38.1% 47,424 $1.0M
Diversified Trust Co. 0.02% Add +0.1% 47,112 $1.0M
SevenBridge Financial Group, LLC 0.18% Reduce -2.3% 45,823 $1.0M
Quadcap Wealth Management, LLC 0.13% Add +14.6% 46,869 $1.0M
Lewis Asset Management, LLC 0.49% Add +5.8% 46,759 $1.0M
Ballentine Partners, LLC 0.02% Add +0.4% 46,427 $1.0M
Capasso Planning Partners LLC 0.57% Reduce -18.0% 45,753 $1.0M
Strategic Investment Solutions, Inc. 0.30% Add +0.0% 45,247 $1000K
Wernau Asset Management Inc. 1.13% No change 45,246 $1000K
BlackRock, Inc. 0.00% Add +27.9% 44,999 $994K
Gould Asset Management LLC 0.19% Reduce -7.5% 44,980 $994K
Bfsg, LLC 0.11% Reduce -6.5% 44,515 $984K
B.O.S.S. Retirement Advisors, LLC 0.25% New 44,331 $980K
Arbor Capital Management Inc. 0.85% Add +12.9% 44,472 $973K
CFS Investment Advisory Services, LLC 0.08% Add +25.8% 43,813 $968K
LTG Capital LLC 0.82% Reduce -3.2% 43,553 $963K
Cabot Wealth Management Inc. 0.11% Reduce -4.7% 43,489 $961K
Brookstone Capital Management 0.01% Reduce -3.5% 43,285 $957K
Investment Partners Asset Management, Inc. 0.66% No change 42,774 $945K
Primoris Wealth Advisors, LLC 0.64% Add +2.8% 42,343 $936K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Add +1.6% 41,930 $927K
Lifeworks Advisors, LLC 0.14% Reduce -20.9% 41,399 $915K
Pflug Koory, LLC 0.46% Add +25.7% 41,394 $915K
HC Advisors, LLC 0.65% Add +0.8% 41,323 $913K
RMR Wealth Builders 0.08% Add +45.6% 41,116 $909K
Ironwood Financial, llc 0.19% No change 45,886 $908K
Meeder Advisory Services, Inc. 0.05% Reduce -10.3% 41,053 $907K
Badgley Phelps Wealth Managers, LLC 0.02% Add +6.4% 40,984 $906K
Fielder Capital Group LLC 0.24% No change 40,959 $905K
Spinnaker Investment Group, LLC 0.21% Reduce -28.3% 40,784 $901K
Mesirow Financial Investment Management, Inc. 0.02% Add +16.0% 40,765 $901K
Vantage Financial Partners, LLC 0.21% Reduce -12.4% 40,650 $898K
FineMark National Bank & Trust 0.03% No change 40,482 $895K
Successful Portfolios LLC 0.55% Add +1.5% 40,472 $894K
Summit Trail Advisors, LLC 0.02% New 40,408 $893K
James Investment Research, Inc. 0.11% Add +7.4% 40,196 $888K
Greenline Partners, LLC 0.12% Reduce -74.0% 40,100 $886K
Coordinated Financial Services, Inc. 0.62% — 40,039 $885K
Cardiff Park Advisors, LLC 0.08% Add +0.7% 39,891 $882K
Tower Research Capital LLC (TRC) 0.02% Add +910.6% 39,849 $881K
NewEdge Wealth, LLC 0.01% Add +25.0% 39,315 $879K
Franklin Resources Inc. 0.00% Add +9831.0% 39,724 $878K
Hardin Capital Partners, LLC 0.51% Add +0.1% 39,719 $877K
Rossby Financial, LCC 0.33% Add +0.8% 39,119 $865K
Black Cypress Capital Management, LLC 0.71% Reduce -29.5% 39,049 $863K
Brucke Financial, Inc. 0.60% Reduce -2.3% 38,847 $859K
Capital Investment Advisors, LLC 0.02% Add +2.4% 38,843 $858K
Princeton Global Asset Management LLC 0.16% New 38,746 $856K
Archer Investment Management, LLC 0.62% Reduce -15.2% 38,743 $856K
Mayflower Financial Advisors, LLC 0.12% No change 38,528 $851K
Twele Capital Management, Inc. 0.17% Reduce -1.4% 38,367 $848K
Acorn Wealth Advisors, LLC 0.31% Reduce -2.2% 38,238 $845K
Forum Financial Management, LP 0.01% Reduce -9.6% 38,026 $840K
Capital Investment Advisory Services, LLC 0.07% Add +38.4% 37,585 $831K
Emergent Wealth Advisors, LLC 0.53% Reduce -6.3% 37,567 $830K
Valued Retirements, Inc. 0.93% Reduce -15.7% 37,309 $825K
Shakespeare Wealth Management, LLC 0.22% Add +7.8% 37,098 $820K
Atria Wealth Solutions, Inc. 0.02% Reduce -4.8% 36,836 $815K
SOL Capital Management CO 0.08% Reduce -0.2% 36,590 $809K
Harbour Investment Management LLC 0.35% No change 36,516 $807K
Transce3nd, LLC 0.34% Add +44.6% 36,472 $806K
FF Advisors,LLC 0.42% Reduce -0.0% 36,307 $802K
Murphy, Middleton, Hinkle & Parker, Inc. 0.45% No change 40,523 $802K
Biltmore Family Office, LLC 0.14% No change 36,188 $800K
Monograph Wealth Advisors, LLC 0.10% Add +12.4% 36,037 $796K
Manuka Financial, LLC 0.43% Add +0.4% 35,960 $795K
Stone Summit Wealth LLC 0.24% Reduce -0.9% 35,657 $788K
David Wealth Management LLC 0.58% Add +38.8% 35,390 $782K
Beaird Harris Wealth Management, LLC 0.06% Reduce -5.9% 35,345 $781K
Econ Financial Services Corp 0.40% Reduce -24.9% 35,283 $780K
Elevation Wealth Partners, LLC 0.31% Reduce -0.4% 35,197 $778K
Carnegie Investment Counsel 0.02% Add +12.8% 35,114 $776K
Wolff Financial Management LLC 0.20% Add +0.7% 34,784 $769K
Villere St Denis J & Co. LLC 0.08% Reduce -7.5% 34,670 $766K
Nations Financial Group Inc, /Ia/ 0.05% Add +21.9% 34,432 $761K
FWG Investments, LLC. 0.57% Add +67.1% 34,188 $756K
Equitable Holdings, Inc. 0.01% Add +11.9% 34,147 $755K
Citigroup Inc. 0.00% Add +17.5% 34,119 $754K
Ausdal Financial Partners, Inc. 0.05% Add +0.4% 34,041 $752K
Seed Wealth Management, Inc. 0.56% No change 33,940 $750K
Coastwise Capital Group, LLC 0.60% Reduce -0.2% 33,879 $749K
Front Row Advisors LLC 0.26% Add +1.1% 33,877 $749K
Rehmann Capital Advisory Group 0.05% Add +1.9% 33,856 $748K
Pineridge Advisors LLC 0.27% Reduce -1.5% 33,833 $748K
NDVR, Inc. 0.70% Reduce -4.4% 33,736 $746K
CWA Asset Management Group, LLC 0.03% Add +0.3% 33,556 $742K
Keybank National Association 0.00% Add +46.5% 33,460 $739K
Versant Capital Management, Inc 0.11% Reduce -37.0% 33,004 $729K
Willis Johnson & Associates, Inc. 0.05% Reduce -6.7% 32,745 $724K
Granite Investment Partners, LLC 0.04% Add +0.0% 32,423 $717K
Lowe Brockenbrough & Co. Inc. 0.04% No change 32,330 $714K
Brass Tax Wealth Management, Inc. 0.14% Add +17.9% 32,317 $714K
Lloyd Advisory Services, LLC. 0.34% Add +46.8% 32,279 $713K
Crescent Sterling, Ltd. 0.79% Reduce -0.2% 31,925 $706K
Single Point Partners, LLC 0.15% Add +7.4% 31,815 $703K
Bcwm, LLC 0.22% Add +0.2% 31,775 $702K
Pinnacle Financial Partners Inc 0.01% Reduce -72.2% 31,719 $701K
Claro Advisors Inc. 0.12% Add +7.5% 31,509 $696K
Mather Group, Llc. 0.01% Reduce -1.6% 31,466 $695K
CreativeOne Wealth, LLC 0.02% Add +70.6% 31,318 $692K
Simon Quick Advisors, LLC 0.04% Reduce -20.1% 31,282 $691K
Ranch Capital Advisors Inc. 0.30% Add +6.0% 31,198 $689K
Basepoint Wealth LLC 0.53% Add +0.6% 31,161 $689K
Broadview Financial Management, LLC 0.47% Reduce -0.6% 31,156 $689K
LFA - Lugano Financial Advisors SA 0.41% New 31,104 $687K
Clarity Capital Advisors, LLC 0.40% Add +0.7% 30,830 $681K
Integral Investment Advisors, Inc. 0.19% No change 30,640 $677K
Alesco Advisors, LLC, An ESL Co 0.02% Reduce -3.1% 30,579 $676K
West Oak Capital, LLC 0.34% Add +49.8% 30,565 $676K
Accel Wealth Management 0.22% Add +1.7% 30,495 $674K
Quadrant Private Wealth Management, LLC 0.14% Add +8.0% 30,487 $674K
Coldstream Capital Management Inc. 0.01% Add +0.5% 30,370 $671K
J.W. Cole Advisors, Inc. 0.01% Add +20.7% 30,225 $668K
Prospera Capital Management, LLC 0.37% No change 30,206 $668K
Pacific Asset Management, LLC 0.54% Add +0.7% 30,174 $667K
Baldwin Investment Management, LLC 0.08% No change 30,153 $666K
Market Street Wealth Management Advisors LLC 0.11% Reduce -0.6% 30,125 $666K
Mairs & Power Inc. 0.01% No change 30,000 $663K
Total Clarity Wealth Management, Inc. 0.19% Add +4.6% 29,949 $662K
MBL Wealth, LLC 0.06% No change 29,670 $656K
Signature Estate & Investment Advisors LLC 0.01% Add +0.3% 29,498 $652K
Pathway Financial Advisors LLC 0.10% No change 29,488 $652K
Legacy Bridge, LLC 0.31% No change 29,376 $649K
My Personal CFO, LLC 0.29% Add +0.1% 29,330 $648K
Capital Planning LLC 0.20% Add +14.0% 29,254 $647K
Davis Wealth Advisors, LLC 0.68% Reduce -15.0% 29,125 $644K
Oxford Financial Group, LTD. LLC 0.04% No change 29,094 $643K
VSM Wealth Advisory, LLC 0.21% Reduce -0.7% 29,045 $642K
Bensler, LLC 0.07% Reduce -29.1% 28,868 $638K
Centaurus Financial, Inc. 0.04% Add +3.7% 28,687 $634K
Glenmede Investment Management, LP 0.00% — 28,686 $634K
Flower City Capital 0.37% No change 28,558 $631K
Arax Advisory Partners 0.03% Add +21.9% 27,637 $631K
Ehrlich Financial Group 0.41% Add +10.6% 28,431 $628K
AAF Wealth Management, LLC 0.28% Reduce -2.4% 28,256 $624K
Sterling Investment Management, LLC 0.41% Reduce -1.7% 28,079 $621K
Holderness Investments Co. 0.13% New 28,068 $620K
Level Four Advisory Services, LLC 0.02% Add +0.3% 28,052 $620K
Sage Mountain Advisors LLC 0.04% No change 28,000 $619K
Elios Financial Group Inc. 0.28% Add +11.7% 27,978 $618K
Oldfather Financial Services, LLC 0.21% Reduce -3.0% 27,955 $618K
Wingate Wealth Advisors, Inc. 0.55% Add +8.5% 27,834 $615K
Acorn Financial Advisory Services Inc. 0.10% Add +2.9% 27,824 $615K
Ameritas Advisory Services, LLC 0.03% Reduce -55.6% 27,681 $612K
Joule Financial, LLC 0.20% Reduce -1.1% 27,632 $611K
QRG Capital Management, Inc. 0.01% Add +31.0% 27,580 $610K
Bridgewater Advisors Inc. 0.05% Reduce -3.4% 27,393 $606K
DecisionMap Wealth Management, LLC 0.42% Reduce -3.1% 27,412 $606K
Laird Norton Wetherby Wealth Management, LLC 0.03% — 27,286 $603K
Stockman Wealth Management, Inc. 0.08% Reduce -3.1% 27,265 $603K
Essential Partners LLC 0.24% — 27,174 $601K
Bowman & Co S.C. 0.27% Reduce -0.0% 27,112 $599K
Lionshead Wealth Management, LLC 0.55% Add +0.2% 27,052 $598K
FMB Wealth Management 0.28% No change 26,752 $591K
Clear Investment Research, LLC 0.74% Reduce -1.4% 26,718 $590K
Collective Family Office LLC 0.15% No change 26,690 $590K
Financial Synergies Wealth Advisors, Inc. 0.06% Add +12.4% 26,649 $589K
LBMC Investment Advisors, LLC 0.04% No change 26,496 $586K
Independent Advisor Alliance 0.02% Reduce -21.9% 26,299 $581K
Pinnacle Associates Ltd. 0.01% Add +1.1% 26,063 $576K
Colton Groome Financial Advisors, LLC 0.19% Add +0.0% 25,902 $572K
Obsidian Cio, LLC 0.08% Add +0.1% 25,871 $572K
Weik Capital Management 0.23% No change 25,780 $570K
Guardian Wealth Advisors, LLC 0.34% Add +0.2% 25,717 $568K
Values Added Financial LLC 0.28% No change 25,669 $567K
Northeast Financial Consultants Inc 0.02% No change 25,652 $567K
Palisade Asset Management, LLC 0.06% Add +0.7% 25,452 $562K
Ifrah Financial Services, Inc. 0.15% Reduce -2.1% 25,350 $560K
Envestnet Portfolio Solutions, Inc. 0.00% Add +5.6% 25,324 $560K
TCI Wealth Advisors, Inc. 0.04% Reduce -1.9% 25,275 $559K
Proffitt & Goodson Inc. 0.09% No change 25,236 $558K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.4% 25,160 $556K
Madison Asset Management, LLC 0.01% No change 25,140 $556K
Plancorp, LLC 0.02% Add +97.9% 25,082 $554K
Investment Advisory Group, LLC 0.17% Add +25.1% 25,006 $553K
Horan Securities, Inc. 0.19% Add +2.7% 24,859 $549K
Sachem Hill LLC 0.11% Reduce -6.6% 24,841 $549K
Becker Capital Management Inc. 0.02% No change 24,646 $545K
First Trust Advisors LP 0.00% Add +9.5% 24,576 $543K
Vishria Bird Financial Group, LLC 0.18% No change 24,476 $541K
Cahaba Wealth Management, Inc. 0.04% New 24,326 $538K
Oppenheimer Asset Management Inc. 0.01% Reduce -9.2% 24,217 $535K
Sovereign Financial Group, Inc. 0.11% New 24,060 $532K
Three Bridge Wealth Advisors, LLC 0.14% Add +6.5% 24,002 $530K
waypoint wealth counsel 0.26% Reduce -20.2% 23,681 $523K
Kera Capital Partners, Inc. 0.10% Add +6.4% 23,644 $523K
KCM Investment Advisors LLC 0.02% Add +71.0% 23,592 $521K
International Assets Investment Management, LLC 0.04% Reduce -7.7% 23,548 $520K
GC Wealth Management RIA, LLC 0.04% Add +8.9% 23,424 $518K
Vista Capital Partners, Inc. 0.06% Add +24.4% 23,230 $513K
Capstone Financial Advisors, Inc. 0.03% New 23,191 $513K
Plan A Wealth LLC 0.29% Add +90.7% 23,181 $512K
Advisor OS, LLC 0.05% Add +7.6% 23,158 $512K
Clarius Group, LLC 0.03% New 22,836 $505K
Revisor Wealth Management LLC 0.18% Reduce -0.1% 22,633 $503K
Luts & Greenleigh Group, Inc. 0.48% Add +2.0% 22,617 $500K
Portside Wealth Group, LLC 0.07% Add +8.2% 22,608 $500K
Vermillion Wealth Management, Inc. 0.24% Add +9.2% 22,583 $499K
Certior Financial Group, LLC 0.38% Reduce -5.2% 22,543 $498K
Sentinel Pension Advisors, LLC 0.08% Add +0.5% 22,479 $497K
Private Trust Co. NA 0.05% Add +39.8% 22,457 $496K
Coppell Advisory Solutions LLC 0.06% No change 22,393 $494K
Jentner Corp 0.13% Reduce -5.3% 22,276 $492K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +23.3% 21,711 $480K
Cordant, Inc. 0.23% Reduce -4.0% 21,683 $479K
MidAtlantic Capital Management, Inc. 0.34% Reduce -0.5% 21,644 $478K
Signature Resources Capital Management, LLC 0.29% Reduce -24.6% 21,640 $478K
Regal Investment Advisors LLC 0.04% Reduce -13.6% 21,638 $478K
Greenwood Gearhart LLC 0.03% Add +3.6% 21,627 $478K
Gallagher Fiduciary Advisors, LLC 0.02% Add +0.8% 21,627 $478K
ETF Store, Inc. 0.55% Add +6.6% 21,562 $477K
Silver Oak Securities, Incorporated 0.04% Reduce -4.5% 21,550 $476K
Marietta Investment Partners LLC 0.10% Reduce -1.6% 21,354 $472K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -5.4% 21,301 $471K
HUB Investment Partners, LLC 0.02% Add +9.6% 21,298 $471K
Key Financial Inc 0.09% Add +0.4% 21,267 $470K
American Trust 0.04% New 21,261 $470K
Crewe Advisors LLC 0.07% Add +35.0% 21,249 $470K
RCS Financial Planning, LLC 0.23% Add +26.1% 21,244 $470K
Washington Trust Advisors, Inc. 0.04% No change 21,228 $469K
First Manhattan Co. Llc. 0.00% Add +5.4% 21,199 $468K
PDS Planning, Inc 0.03% Add +0.6% 21,175 $468K
MeadowBrook Investment Advisors LLC 0.42% No change 21,168 $468K
New England Private Wealth Advisors LLC 0.07% Add +4.0% 21,211 $467K
Mayfair Advisory Group, LLC 0.22% Add +8.1% 20,681 $465K
Aspect Partners, LLC 0.23% Add +1176.8% 21,028 $465K
Exchange Traded Concepts, LLC 0.01% New 21,014 $464K
REDW Wealth LLC 0.18% Reduce -0.1% 20,990 $464K
Crestwood Advisors Group, LLC 0.01% Add +1.6% 20,986 $464K
DAVENPORT & Co LLC 0.00% Add +1.4% 20,932 $463K
Arq Wealth Advisors, LLC 0.16% No change 23,296 $461K
Westshore Wealth, LLC 0.18% Add +1.1% 20,815 $460K
Blue Bell Private Wealth Management, LLC 0.08% Add +3.0% 20,738 $458K
ONE Advisory Partners, LLC 0.15% New 20,128 $457K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -18.3% 20,493 $453K
Birchbrook, Inc. 0.24% Add +0.3% 20,393 $451K
United Advisor Group, LLC 0.08% New 20,262 $448K
Transcend Capital Advisors, LLC 0.03% Add +0.7% 20,229 $447K
Sterling Investment Advisors, Ltd. 0.10% Add +1.4% 20,206 $447K
Astra Wealth Partners LLC 0.36% Add +0.1% 20,080 $444K
Hancock Whitney Corp. 0.01% New 20,080 $444K
Dunhill Financial, LLC 0.13% Add +29.4% 20,061 $443K
WealthPLAN Partners, LLC 0.07% Reduce -10.7% 20,024 $443K
Wescott Financial Advisory Group, LLC 0.04% Add +0.7% 20,016 $442K
Root Financial Partners, LLC 0.04% Add +22.2% 19,831 $438K
Cornerstone Wealth Group, LLC 0.03% Reduce -8.5% 19,822 $438K
Parkside Financial Bank & Trust 0.05% Reduce -14.6% 19,783 $437K
Goldstein Advisors, LLC 0.06% Add +3.0% 19,459 $430K
Fearless Solutions, LLC dba Best Invest 0.30% Reduce -0.5% 19,420 $429K
Castle Wealth Management LLC 0.16% No change 19,412 $429K
StoneX Group Inc. 0.02% Add +57.5% 19,404 $429K
Fca Corp. 0.13% Reduce -5.7% 19,365 $428K
Marathon Strategic Advisors, LLC 0.40% New 19,335 $427K
Jacobs & Co. 0.04% No change 19,362 $427K
Wealthcare Capital Management LLC 0.05% No change 19,286 $426K
Cornerstone Planning Group LLC 0.09% Add +0.7% 19,324 $426K
Glass Jacobson Investment Advisors llc 0.16% Reduce -52.7% 19,269 $426K
CWC Advisors, LLC. 0.22% Reduce -0.5% 19,236 $425K
Heritage Wealth Management, Inc. 0.32% New 19,209 $425K
Sound Income Strategies, LLC 0.02% Add +115.6% 19,004 $420K
Beacon Capital Management, LLC 0.06% Add +13.4% 18,941 $419K
National Bank of Canada 0.00% Add +5.6% 18,838 $416K
Jim Saulnier & Associates, LLC 0.28% Add +2.3% 18,808 $416K
GM Advisory Group, LLC 0.02% No change 18,800 $415K
Marshall Financial Group, LLC 0.08% Add +0.5% 18,933 $415K
Atlantic Union Bankshares Corp 0.01% New 18,672 $413K
Signal Advisors Wealth, LLC 0.03% Add +27.6% 18,645 $412K
Westbourne Investments, Inc. 0.22% Reduce -1.6% 18,634 $412K
Wealth Preservation Advisors, LLC 0.25% No change 18,484 $408K
Moneywise, Inc. 0.19% Reduce -10.8% 18,432 $407K
Haverford Trust Co 0.00% Reduce -5.2% 18,401 $407K
Rede Wealth, LLC 0.15% No change 18,354 $406K
Meridian Financial Advisors, LLC 0.26% Add +52.8% 18,339 $405K
Creekmur Asset Management LLC 0.07% Reduce -1.8% 18,323 $405K
ORBA Wealth Advisors, L.L.C. 0.37% Reduce -10.8% 18,288 $404K
Well Done, LLC 0.08% Reduce -8.1% 18,260 $404K
Family Investment Center, Inc. 0.09% Reduce -8.6% 18,255 $403K
&partners 0.00% Reduce -2.2% 18,225 $403K
Uptick Partners, LLC 0.12% Add +23.0% 18,217 $403K
Everett Harris & Co. 0.01% No change 18,156 $401K
Silver Oak Advisory Group, Inc. 0.19% Reduce -11.6% 17,998 $397K
Peterson Wealth Advisors, LLC 0.07% Add +14.8% 17,952 $397K
Mission Creek Capital Partners, Inc. 0.09% Reduce -4.3% 29,258 $397K
Aviance Capital Partners, LLC 0.05% Add +0.9% 17,944 $397K
Family Firm, Inc. 0.10% Add +30.2% 17,918 $396K
Massachusetts Financial Services Co. 0.00% New 17,893 $395K
Morton Brown Family Wealth, LLC 0.12% No change 17,884 $395K
Stratos Wealth Partners, LTD. 0.01% Reduce -12.1% 17,835 $394K
Darrow Company, Inc. 0.20% Reduce -0.1% 17,675 $391K
Midwest Financial Group LLC 0.20% Add +0.9% 17,637 $390K
SIMA Wealth Partners, LLC 0.31% Reduce -4.8% 17,495 $387K
Burling Wealth Partners, LLC 0.07% Add +1.0% 17,447 $386K
Sawgrass Asset Management LLC 0.04% Reduce -18.1% 17,399 $385K
Bordeaux Wealth Advisors LLC 0.05% New 17,356 $384K
Howe & Rusling Inc. 0.03% Add +183.0% 17,351 $383K
Integrated Investment Consultants, LLC 0.07% No change 17,262 $381K
Founders Financial Securities LLC 0.03% Add +1.4% 17,221 $381K
Smart Portfolios, LLC 0.38% Add +8.8% 17,205 $380K
Mosaic Family Wealth Partners, LLC 0.05% No change 17,200 $380K
Fragasso Financial Advisors Inc 0.03% Reduce -0.4% 17,151 $379K
Mayport, LLC 0.09% Add +24.5% 16,866 $373K
Heritage Investors Management Corp. 0.01% Reduce -1.1% 16,834 $372K
25 LLC 0.14% Add +23.4% 16,831 $372K
Colorado Capital Management, Inc. 0.16% Add +7.2% 16,691 $369K
Sachetta, LLC 0.15% Add +0.0% 16,652 $368K
Galvin, Gaustad & Stein, LLC 0.03% Add +2.7% 16,652 $368K
Gutierrez Wealth Advisory, LLC 0.25% Reduce -0.6% 16,633 $368K
Modus Advisors, LLC 0.11% No change 16,574 $366K
D.A. Davidson & Co. 0.00% Reduce -2.3% 16,472 $364K
AMG National Trust Bank 0.01% No change 16,470 $364K
Keystone Wealth Services, LLC 0.09% No change 16,401 $362K
Hutchens & Kramer Investment Management Group, LLC 0.17% Add +26.4% 16,354 $361K
Golden State Wealth Management, LLC 0.04% Reduce -25.8% 16,308 $360K
Keystone Financial Group 0.03% Add +0.1% 16,232 $359K
BIP Wealth, LLC 0.02% Reduce -8.2% 16,231 $359K
Hurlow Wealth Management Group, Inc. 0.10% Reduce -22.2% 16,216 $358K
Busey Bank 0.01% Add +0.6% 16,179 $358K
Net Worth Advisory Group 0.08% New 16,172 $357K
NewSquare Capital LLC 0.03% Add +7.1% 16,164 $357K
Syon Capital LLC 0.02% New 16,113 $356K
Bigelow Investment Advisors, LLC 0.16% Reduce -0.3% 16,036 $354K
Rainier Family Wealth Inc. 0.35% No change 15,982 $353K
Potentia Wealth 0.20% No change 15,982 $353K
Fiduciary Financial Group, LLC 0.06% Add +0.1% 15,988 $353K
Disciplined Investors, L.L.C. 0.27% Add +0.0% 15,915 $352K
Kestra Private Wealth Services, LLC 0.01% Reduce -17.2% 15,822 $350K
Tiemann Investment Advisors, LLC 0.14% No change 15,746 $348K
Canopy Partners, LLC 0.13% Add +5.2% 15,675 $346K
Advisory Alpha, LLC 0.01% Add +3.0% 15,472 $342K
Burton Enright Welch 0.06% Add +9.9% 15,456 $342K
Fisher Asset Management 0.00% Reduce -45.0% 15,446 $341K
Pallas Capital Advisors LLC 0.01% Reduce -96.9% 15,314 $338K
YHB Investment Advisors, Inc. 0.03% Add +18.9% 15,279 $338K
Pinnacle Wealth Planning Services, Inc. 0.04% New 15,262 $337K
Essex Bank 0.08% No change 15,201 $336K
Comprehensive Money Management Services LLC 0.25% No change 15,174 $335K
XY Planning Network, Inc. 0.11% Add +16.5% 15,122 $334K
MCF Advisors LLC 0.02% Add +2.5% 15,052 $333K
HCR Wealth Advisors 0.04% No change 14,948 $330K
Lutz Financial Services LLC 0.03% No change 14,938 $330K
Joseph P. Lucia & Associates, LLC 0.13% Add +41.5% 14,907 $329K
Manske Wealth Management 0.11% Add +0.0% 14,907 $329K
Worth Asset Management, LLC 0.16% Reduce -21.4% 14,901 $329K
Kingswood Wealth Advisors, LLC 0.03% Add +18.0% 14,794 $327K
Northwest Wealth Management, LLC 0.06% Add +0.1% 14,792 $327K
Inspire Advisors, LLC 0.03% Reduce -28.6% 14,759 $326K
Accredited Investors Inc. 0.02% Reduce -17.1% 14,725 $325K
Ironwood Investment Counsel, LLC 0.05% Reduce -20.4% 14,715 $325K
Pine Valley Investments Ltd Liability Co 0.02% Add +3.0% 14,683 $325K
Linscomb Wealth, Inc. 0.01% Reduce -1.0% 14,665 $324K
Satovsky Asset Management LLC 0.07% Add +0.6% 14,611 $323K
Fiduciary Group, LLC 0.03% Reduce -3.8% 14,594 $323K
Builder Investment Group Inc. 0.08% Add +0.5% 14,537 $321K
RMG Wealth Management LLC 0.05% — 12,618 $321K
SRH Advisors, LLC 0.10% Add +0.2% 14,489 $320K
Twelve Points Wealth Management LLC 0.09% No change 14,444 $319K
Tru Independence Asset Management 2, LLC 0.22% New 14,244 $315K
Cullen/Frost Bankers, Inc. 0.00% Reduce -12.9% 14,223 $314K
Nicolet Bankshares Inc. 0.05% No change 14,176 $313K
Moneco Advisors, LLC 0.03% Reduce -3.9% 14,020 $310K
Lawson Kroeker Investment Management Inc. 0.06% New 13,945 $308K
Sage Rhino Capital LLC 0.07% Add +0.6% 13,932 $308K
PFG Investments, LLC 0.02% Reduce -7.0% 13,922 $308K
Patten & Patten Inc. 0.02% Reduce -1.8% 13,875 $307K
Arkansas Financial Group, Inc. 0.05% Add +9.0% 13,862 $306K
Avity Investment Management Inc. 0.02% No change 13,800 $305K
Sapient Capital LLC 0.01% Add +0.0% 13,792 $305K
VCI Wealth Management LLC 0.11% Add +18.6% 13,646 $302K
Smith Salley Wealth Management 0.02% Add +13.4% 13,507 $298K
Werba Rubin Papier Wealth Management 0.06% Reduce -0.0% 13,494 $298K
Perritt Capital Management Inc 0.15% Add +1.3% 13,435 $297K
Jacobi Capital Management LLC 0.02% No change 13,416 $296K
Laurel Wealth Advisors LLC 0.04% Reduce -6.3% 13,388 $296K
Shearwater Capital LLC 0.19% No change 13,328 $295K
Prospera Financial Services Inc 0.01% Add +10.1% 13,311 $294K
Pacific Point Advisors, LLC 0.16% Reduce -19.1% 13,303 $294K
Stevens Capital Partners 0.11% Add +13.3% 13,236 $294K
Boston Trust Walden Corp 0.00% No change 13,272 $293K
Chesley Taft & Associates LLC 0.01% New 13,229 $292K
49 Wealth Management, LLC 0.03% Reduce -11.5% 13,206 $292K
Mengis Capital Management, Inc. 0.06% Add +0.4% 13,174 $291K
Annex Advisory Services, LLC 0.01% New 13,082 $289K
Sax Wealth Advisors, LLC 0.02% New 13,078 $289K
LaSalle St. Investment Advisors, LLC 0.08% New 13,094 $289K
IRON Financial LLC 0.15% Add +0.1% 13,070 $289K
Astoria Portfolio Advisors LLC. 0.08% Add +0.3% 12,820 $289K
Ignite Planners, LLC 0.05% New 13,092 $287K
BOS Asset Management, LLC 0.09% No change 12,936 $286K
Parkshore Wealth Management, Inc. 0.14% Reduce -20.6% 12,900 $285K
Lathrop Investment Management Co. 0.05% New 12,911 $285K
Regimen Wealth, LLC 0.09% Add +0.7% 12,809 $283K
Cobblestone Capital Advisors LLC 0.01% Add +17.9% 12,802 $283K
Blue Trust, Inc. 0.00% Add +94.9% 12,689 $280K
LJI Wealth Management, LLC 0.05% No change 12,660 $280K
Peak Asset Management, LLC 0.05% Reduce -0.8% 12,654 $280K
Waterfront Wealth Inc. 0.06% Add +5.0% 12,646 $279K
Vernal Point Advisors, LLC 0.16% No change 12,620 $279K
Lowe Wealth Advisors, LLC 0.11% No change 12,553 $277K
First Foundation Advisors 0.01% No change 12,531 $277K
Lantern Wealth Advisors, LLC 0.16% — 14,492 $276K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -7.1% 12,460 $275K
Hartline Investment Corp./ 0.03% Add +0.4% 12,424 $275K
Vident Advisory, LLC 0.00% New 12,424 $275K
Strategic Equity Management 0.10% Reduce -15.5% 12,415 $274K
Macroview Investment Management LLC 0.22% Reduce -0.0% 12,397 $274K
Parkside Advisors LLC 0.06% New 12,392 $274K
Manchester Financial Inc. 0.06% Reduce -6.4% 12,147 $268K
Advisory Resource Group 0.05% New 12,075 $267K
Aspen Capital Management, LLC 0.07% Add +5.9% 12,070 $267K
Northstar Group, Inc. 0.04% No change 12,068 $267K
Sowell Financial Services LLC 0.01% Add +1.5% 12,060 $267K
Joel Isaacson & Co., LLC 0.01% New 12,059 $267K
Shared Vision Wealth Group LLC 0.13% New 12,146 $265K
Smith Anglin Financial, LLC 0.02% New 11,902 $263K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +1.5% 11,880 $263K
IronBridge Private Wealth, LLC 0.09% No change 11,870 $262K
Tritonpoint Wealth, LLC 0.02% Add +0.4% 11,846 $262K
BLB&B Advisors, LLC 0.01% No change 11,826 $261K
Everhart Financial Group, Inc. 0.03% Reduce -11.4% 11,800 $261K
Paragon Capital Management Ltd 0.05% No change 11,662 $258K
Rollins Financial Advisors, LLC 0.04% Reduce -8.9% 11,611 $257K
RBA Wealth Management, LLC 0.10% Reduce -0.9% 11,574 $256K
Quent Capital, LLC 0.02% Reduce -1.1% 11,515 $254K
Platform Technology Partners 0.07% New 11,474 $254K
Walkner Condon Financial Advisors LLC 0.05% Reduce -1.1% 11,462 $253K
Robinswood Financial LLC 0.09% No change 11,454 $253K
Tribridge Partners Financial LLC 0.15% — 11,459 $253K
Alpha Cubed Investments, LLC 0.01% New 11,446 $253K
Pandora Wealth, Inc. 0.15% No change 11,400 $252K
Journey Strategic Wealth LLC 0.01% Reduce -14.5% 11,372 $251K
Evolution Advisers, Inc. 0.12% No change 11,336 $250K
Balanced Wealth Group LLC 0.11% Add +0.7% 11,452 $250K
White Lighthouse Investment Management Inc. 0.04% Reduce -12.9% 11,234 $248K
Landing Point Financial Group, LLC 0.16% Reduce -0.4% 11,204 $248K
Curio Wealth, LLC 0.11% Add +222540.0% 11,132 $246K
Sprinkle Financial Consultants LLC 0.15% New 11,087 $245K
Ethos Financial Group, LLC 0.02% Reduce -0.6% 11,047 $244K
Heck Capital Advisors, LLC 0.02% New 11,047 $244K
Scott Capital Advisors, LLC 0.07% Reduce -7.7% 10,978 $244K
Parsonex Advisory Services, Inc. 0.20% — 11,037 $244K
Wealth Advisors Northwest LLC 0.13% New 10,920 $241K
First Pacific Financial 0.04% Add +0.7% 10,908 $241K
Cypress Wealth Services, LLC 0.04% New 10,888 $241K
Canvas Wealth Advisors, LLC 0.05% Reduce -2.6% 10,787 $239K
Prudent Investors Network, Inc. 0.06% No change 10,822 $239K
Davies Financial Advisors, Inc. 0.19% New 10,804 $239K
RPS Advisory Solutions LLC 0.13% Reduce -38.5% 10,799 $239K
Index Fund Advisors, Inc. 0.01% Add +0.3% 10,796 $239K
Radnor Capital Management, LLC 0.04% No change 10,768 $238K
Waterloo Capital, L.P. 0.02% Reduce -1.0% 10,683 $236K
Morris Financial Concepts, Inc. 0.09% No change 10,602 $234K
Peak Retirement Planning, Inc. 0.09% New 10,594 $234K
Beam Wealth Advisors, Inc. 0.07% Reduce -2.0% 10,579 $234K
Sage Financial Group Inc. 0.02% Reduce -24.7% 10,525 $233K
Tocqueville Asset Management L.P. 0.00% Reduce -1.3% 10,470 $231K
Hutchinson Capital Management 0.04% No change 10,451 $231K
Security National Bank 0.04% No change 10,399 $230K
Accretive Wealth Partners, LLC 0.08% Add +2.9% 10,395 $230K
Neuberger Berman Group LLC 0.00% New 10,386 $230K
Whittier Trust Co. of Nevada Inc. 0.01% No change 10,368 $229K
Northwest Quadrant Wealth Management, LLC 0.05% Add +0.7% 10,361 $229K
Assetmark, Inc. 0.00% Reduce -86.4% 10,283 $227K
Paulson Wealth Management Inc. 0.06% Reduce -18.3% 10,279 $227K
Wood Tarver Financial Group, LLC 0.07% Reduce -1.9% 10,264 $226K
Bellwether Advisors, LLC 0.04% No change 10,150 $224K
True Freedom Investing, LLC 0.09% — 10,132 $224K
Blue Zone Wealth Advisors, LLC 0.06% New 10,110 $223K
Trust Co. of Vermont 0.01% No change 10,094 $223K
Ironsides Asset Advisors, LLC 0.06% New 10,000 $221K
Cary Street Partners Financial LLC 0.01% New 9,994 $221K
Equita Financial Network, Inc. 0.09% New 9,924 $219K
Lakeridge Wealth Management LLC 0.10% Reduce -10.3% 9,902 $219K
Hillcrest Wealth Advisors - NY, LLC 0.10% New 9,894 $219K
Total Investment Management Inc. 0.03% Reduce -5.6% 9,889 $219K
Madison Park Capital Advisors, LLC 0.18% Reduce -1.5% 9,862 $218K
Panoramic Investment Advisors, LLC 0.13% New 9,832 $217K
Burt Wealth Advisors 0.05% New 9,824 $217K
Journey Beyond Wealth, LLC 0.18% New 9,819 $217K
Spire Wealth Management 0.01% Reduce -22.4% 9,764 $216K
Moss Adams Wealth Advisors LLC 0.02% Reduce -15.5% 9,756 $216K
Stephens Inc. 0.00% New 9,755 $216K
WT Wealth Management 0.06% New 9,690 $214K
Forza Wealth Management, LLC 0.09% Reduce -13.4% 9,634 $213K
Plante Moran Financial Advisors, LLC 0.01% Add +44.5% 9,634 $213K
Main Street Research LLC 0.01% New 9,606 $212K
Manning & Napier Advisors LLC 0.00% New 9,598 $212K
Barnes Pettey Financial Advisors, LLC 0.14% New 9,594 $212K
Capstone Wealth Management Group LLC 0.15% New 9,575 $212K
Raub Brock Capital Management LP 0.05% New 9,466 $209K
Accredited Wealth Management, LLC 0.17% Add +0.3% 9,431 $208K
Elevated Capital Advisors, LLC 0.06% No change 10,507 $208K
Highland Capital Management, LLC 0.01% New 9,382 $207K
JB Capital LLC 0.01% New 9,215 $204K
Accelerate Investment Advisors LLC 0.15% Reduce -10.3% 9,207 $203K
Stephenson & Company, Inc. 0.12% Reduce -20.7% 9,207 $203K
Consilium Wealth Advisory, LLC 0.09% New 9,200 $203K
True North Advisors, LLC 0.04% Reduce -30.0% 9,200 $203K
Drucker Wealth 3.0, LLC 0.04% New 9,142 $203K
Austin Private Wealth, LLC 0.02% New 9,182 $203K
OMNI 360 Wealth, Inc. 0.13% New 9,180 $203K
Adamsbrown Wealth Consultants LLC 0.06% New 9,143 $202K
Medallion Wealth Advisors, LLC 0.08% Add +0.0% 9,150 $202K
Relyea Zuckerberg Hanson LLC 0.02% New 9,114 $201K
Compass Financial Group, INC 0.03% New 9,106 $201K
Lavaca Capital LLC 0.08% Reduce -10.2% 9,087 $201K
Woodside Wealth Management LLC 0.17% Add +6.7% 8,730 $193K
TFC Financial Management, Inc. 0.03% No change 8,502 $188K
Urban Financial Advisory Corp 0.09% No change 8,482 $187K
Morling Financial Advisors, LLC 0.06% Reduce -68.2% 8,220 $182K
Johnson Financial Group, Inc. 0.01% Add +0.2% 8,198 $181K
Twin Peaks Wealth Advisors, LLC 0.06% New 7,789 $176K
Ogorek Anthony Joseph /NY/ 0.05% Add +0.7% 7,595 $167K
First Horizon Advisors, Inc. 0.00% Reduce -1.5% 7,502 $166K
Compass Planning Associates Inc 0.15% Add +0.7% 7,168 $158K
Quantum Capital Management, LLC / NJ 0.02% Add +1.2% 6,895 $152K
Rothschild Investment LLC 0.01% Add +0.2% 6,864 $152K
Grove Bank & Trust 0.02% New 6,717 $148K
Peachtree Investment Partners, LLC 0.06% Add +0.3% 6,559 $145K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 6,532 $144K
WFA of San Diego, LLC 0.10% — 6,202 $137K
EverSource Wealth Advisors, LLC 0.01% Add +7.8% 6,180 $137K
Mowery & Schoenfeld Wealth Management, LLC 0.22% No change 6,120 $135K
Ritter Daniher Financial Advisory LLC / DE 0.03% Reduce -12.8% 6,008 $133K
Cutler Capital Management, LLC 0.06% No change 6,000 $133K
Gables Capital Management Inc. 0.06% No change 5,922 $131K
Caldwell Trust Co 0.01% No change 5,844 $129K
Colonial Trust Co / SC 0.02% Add +9.6% 5,700 $126K
Glassman Wealth Services 0.02% No change 5,581 $123K
Phillips Financial Management, LLC 0.01% No change 5,362 $119K
Richardson Capital Management LLC 0.06% Reduce -7.7% 5,276 $117K
Quest 10 Wealth Builders, Inc. 0.11% Add +45.0% 5,262 $116K
Jackson Hole Capital Partners, LLC 0.02% No change 5,236 $116K
Wilmington Savings Fund Society, FSB 0.00% Add +0.4% 5,193 $115K
Pinnacle Bancorp, Inc. 0.03% Reduce -9.3% 5,088 $112K
Hazlett, Burt & Watson, Inc. 0.05% No change 5,001 $111K
Sunbelt Securities, Inc. 0.01% Reduce -15.2% 5,787 $107K
Hoey Investments, Inc. 0.02% Add +67.2% 4,671 $103K
TD Capital Management LLC 0.01% Add +10.5% 4,665 $103K
Integrity Financial Corp 0.05% No change 4,662 $103K
Fairman Group, LLC 0.08% Add +0.6% 4,618 $102K
Tucker Asset Management LLC 0.03% Reduce -2.4% 4,501 $99K
Indiana Trust & Investment Management Co 0.03% No change 4,441 $98K
Orion Capital Management LLC 0.04% No change 4,298 $95K
Smithfield Trust Co 0.00% No change 4,232 $94K
Fairway Wealth LLC 0.03% No change 4,147 $92K
Physician Wealth Advisors, Inc. 0.01% No change 4,059 $90K
Whipplewood Advisors, LLC 0.05% New 4,056 $90K
Mogy Joel R Investment Counsel Inc. 0.01% New 4,021 $89K
Traub Capital Management LLC 0.08% — 3,920 $87K
Avion Wealth 0.02% No change 3,920 $86K
Balentine LLC 0.00% No change 3,778 $83K
Painted Porch Advisors LLC 0.03% Reduce -0.1% 3,664 $81K
True Wealth Design, LLC 0.03% Reduce -28.8% 3,630 $80K
Game Plan Financial Advisors, LLC 0.04% Add +196.1% 3,624 $80K
Investors Research Corp 0.02% Reduce -39.7% 3,608 $80K
Raffa Wealth Management, LLC 0.02% No change 3,514 $78K
Westend Capital Management, LLC 0.02% No change 3,512 $78K
Future Financial Wealth Managment LLC 0.05% Reduce -0.5% 3,492 $77K
Atlas Capital Advisors Inc. 0.01% No change 3,466 $77K
GeoWealth Management, LLC 0.00% Add +0.1% 3,415 $75K
Hamilton Point Investment Advisors, LLC 0.01% No change 3,348 $74K
WealthCollab, LLC 0.04% Add +0.1% 3,322 $73K
Harbor Asset Planning, Inc. 0.07% — 3,292 $73K
JDM Financial Group LLC 0.03% No change 3,280 $72K
TD Waterhouse Canada Inc. 0.00% Add +2525.0% 3,255 $72K
NWK Group, Inc. 0.03% Add +254.9% 3,219 $71K
Promus Capital, LLC 0.04% Add +0.2% 3,006 $66K
Godsey & Gibb, Inc. 0.01% Add +4595.3% 3,005 $66K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +0.6% 3,003 $66K
Global Wealth Strategies & Associates 0.02% Reduce -22.2% 2,928 $65K
Highline Wealth Partners LLC 0.02% Add +8.5% 2,905 $64K
Kilter Group LLC 0.03% New 2,813 $62K
Friedenthal Financial 0.03% Reduce -6.1% 2,741 $61K
Hantz Financial Services, Inc. 0.00% Add +0.0% 2,731 $60K
West Branch Capital LLC 0.02% No change 2,706 $60K
Pinney & Scofield, Inc. 0.04% Add +6.3% 2,664 $59K
Bank of New Hampshire 0.01% New 2,640 $58K
Strategic Wealth Partners, Ltd. 0.00% — 2,496 $55K
Capital A Wealth Management, LLC 0.61% Reduce -90.7% 1,467 $54K
GAMMA Investing LLC 0.00% Reduce -9.4% 2,302 $51K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -73.9% 2,269 $50K
Tidemark, LLC 0.02% No change 2,248 $50K
MTM Investment Management, LLC 0.02% No change 2,192 $48K
Atticus Wealth Management, LLC 0.01% New 2,098 $46K
N.E.W. Advisory Services LLC 0.00% Reduce -63.9% 2,018 $45K
Qube Research & Technologies Ltd 0.00% Reduce -96.3% 2,014 $45K
Lynch Asset Management, Inc. 0.02% New 2,004 $44K
Ascentis Wealth Management, LLC 0.01% New 1,964 $43K
Hollencrest Capital Management 0.00% No change 1,930 $43K
UMB Bank, n.a. 0.00% Add +35.7% 1,900 $42K
GPS Wealth Strategies Group, LLC 0.00% No change 1,883 $42K
REAP Financial Group, LLC 0.01% New 1,832 $40K
Inlight Wealth Management, LLC 0.02% Add +4.0% 1,766 $39K
Financial Connections Group, Inc. 0.02% Reduce -88.0% 1,769 $39K
Tsfg, LLC 0.01% Reduce -49.3% 1,756 $39K
North Star Investment Management Corp. 0.00% New 1,723 $38K
SYM FINANCIAL Corp 0.00% New 1,593 $35K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -57.7% 1,588 $35K
Brooklyn Investment Group 0.00% Reduce -2.8% 1,580 $35K
Main Street Group, LTD 0.01% No change 1,488 $33K
Center for Financial Planning, Inc. 0.00% Reduce -5.5% 1,449 $32K
Financial Perspectives, Inc 0.01% New 1,427 $32K
Private Wealth Asset Management, LLC 0.00% New 1,404 $31K
St Germain D J Co. Inc. 0.00% Reduce -59.0% 1,388 $31K
Glen Eagle Advisors, LLC 0.00% Reduce -0.5% 1,358 $30K
Moser Wealth Advisors, LLC 0.01% Add +1150.0% 1,350 $30K
High Note Wealth, LLC 0.01% No change 1,348 $30K
Kozak & Associates, Inc. 0.01% Add +0.6% 1,303 $29K
Syntax Research, Inc. 0.02% Add +0.7% 1,266 $28K
Nemes Rush Group LLC 0.00% No change 1,249 $28K
Ridgewood Investments LLC 0.01% No change 1,228 $27K
Pillar Financial Advisors, LLC 0.02% No change 1,174 $26K
Financial Freedom, LLC 0.01% Add +0.8% 1,170 $26K
Choate Investment Advisors 0.00% New 1,160 $26K
Pin Oak Investment Advisors Inc. 0.02% New 1,230 $24K
Valued Wealth Advisors LLC 0.01% Reduce -10.0% 1,085 $24K
First Community Trust NA 0.02% New 1,024 $23K
City Holding Co. 0.00% New 992 $22K
Lanark Financial, Inc. 0.00% New 970 $21K
SJS Investment Consulting Inc. 0.00% No change 908 $20K
CENTRAL TRUST Co 0.00% Reduce -24.8% 902 $20K
Cheviot Value Management, LLC 0.00% No change 876 $20K
ORG Partners LLC 0.00% No change 852 $19K
Paladin Advisory Group, LLC 0.01% New 802 $18K
Brown, Lisle/Cummings, Inc. 0.00% No change 786 $17K
Financial Gravity Companies, Inc. 0.00% — 768 $17K
Group One Trading LLC 0.00% New 768 $17K
Stephens Consulting, LLC 0.00% No change 714 $16K
Barnes Dennig Private Wealth Management LLC 0.02% No change 686 $15K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.6% 646 $14K
Aventus Investment Advisors, Inc. 0.01% — 638 $14K
MassMutual Private Wealth & Trust, FSB 0.00% No change 636 $14K
GW&K Investment Management, LLC 0.00% No change 618 $14K
JNBA Financial Advisors 0.00% No change 618 $14K
North Ridge Wealth Advisors, Inc. 0.01% No change 616 $14K
S.A. Mason LLC 0.01% Reduce -40.6% 570 $13K
Providence Capital Advisors, LLC 0.00% New 561 $12K
Investment Counsel Co. of Nevada 0.02% No change 532 $12K
Private Wealth Management Group, LLC 0.00% No change 506 $11K
Coston, McIsaac & Partners 0.00% No change 528 $11K
Salomon & Ludwin, LLC 0.00% Add +197.6% 494 $11K
Westside Investment Management, Inc. 0.00% Reduce -17.6% 454 $10K
City State Bank 0.00% No change 450 $10K
Contravisory Investment Management, Inc. 0.00% No change 449 $10K
CBIZ Investment Advisory Services, LLC 0.00% No change 446 $10K
HighMark Wealth Management LLC 0.00% Add +0.5% 415 $9K
Iron Horse Wealth Management, LLC 0.00% No change 412 $9K
Crowley Wealth Management, Inc. 0.01% No change 400 $9K
Addison Advisors LLC 0.00% No change 398 $9K
Marshall & Sullivan Inc. 0.00% New 392 $9K
Horrell Capital Management, Inc. 0.00% No change 390 $9K
Binnacle Investments Inc 0.01% New 381 $8K
FSA Wealth Management LLC 0.00% Add +0.5% 379 $8K
Colonial Trust Advisors 0.00% Add +0.6% 342 $8K
Frazier Financial Advisors, LLC 0.01% New 334 $7K
Wolff Wiese Magana LLC 0.00% Add +15.2% 334 $7K
West Financial Advisors, LLC 0.00% Reduce -92.1% 303 $7K
Costello Asset Management, INC 0.00% Reduce -35.5% 276 $6K
Archer Investment Corp 0.00% Add +0.7% 274 $6K
Hemington Wealth Management 0.00% No change 312 $6K
Maryland Capital Advisors Inc. 0.00% No change 268 $6K
Atmos Advisory, LLC 0.00% No change 242 $5K
Towne Trust Company, N.A 0.00% No change 242 $5K
Aventura Private Wealth, LLC 0.00% No change 240 $5K
Western Pacific Wealth Management, LP 0.01% Add +0.4% 239 $5K
Greykasell Wealth Strategies, Inc. 0.00% No change 224 $5K
Concord Wealth Partners 0.00% No change 206 $5K
Aberdeen Wealth Management LLC 0.00% No change 200 $4K
Fortitude Family Office, LLC 0.00% No change 184 $4K
Tower View Wealth Management LLC 0.00% Add +69.5% 178 $4K
Blume Capital Management, Inc. 0.00% Add +0.6% 175 $4K
Toth Financial Advisory Corp. 0.00% No change 160 $4K
IAG Wealth Partners, LLC 0.00% No change 138 $3K
Heritage Wealth Advisors 0.00% Add +0.8% 120 $3K
Innovative Advisory Group, LLC 0.00% No change 116 $3K
Solstein Capital, LLC 0.00% New 110 $2K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 108 $2K
Tompkins Financial Corp. 0.00% No change 92 $2K
North Capital, Inc. 0.00% No change 74 $2K
Harbor Investment Advisory, LLC 0.00% No change 74 $2K
Whittier Trust Co. 0.00% No change 72 $2K
Townsend Asset Management Corp. /NC/ 0.00% No change 70 $2K
Founders Financial Alliance, LLC 0.00% No change 68 $2K
Global Trust Asset Management, LLC 0.00% No change 66 $1K
Graney & King, LLC 0.00% No change 61 $1K
Prudent Man Investment Management, Inc. 0.00% No change 72 $1K
Morse Asset Management, Inc 0.00% No change 57 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 56 $1K
New Republic Capital, LLC 0.00% No change 44 $972
Beacon Capital Management, Inc. 0.00% New 38 $840
Wagner Wealth Management, LLC 0.00% Reduce -98.4% 36 $796
Islay Capital Management, LLC 0.00% No change 29 $634
Bokf, NA 0.00% Reduce -87.8% 22 $486
Legend Financial Advisors, Inc. 0.00% New 20 $442
Hughes Financial Services, LLC 0.00% No change 10 $222
Cordgrass Capital Advisors, LLC 0.00% New 10 $221
Sittner & Nelson, LLC 0.00% No change 6 $133
TD Private Client Wealth LLC 0.00% No change 1 $13
Keener Financial Planning LLC 0.00% No change 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.