Schwab Intl Equity ETFSCHFETF

13F holders, Q3 2025 (September 30)
1,397holders +34
97new positions
50sold out
3famous investors
$23.28avg. 13F price*

At the end of Q3 2025, 1,397 institutions reported holding Schwab Intl Equity ETF (SCHF) in their 13F filings, up 34 from Q2 2025. 97 opened new positions and 50 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($6.6B), Empower Advisory Group, LLC ($4.3B) and Financial Engines Advisors L.L.C. ($3.7B). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions97$46.6M
Exits50$21.0M

All 13F filers, Q2 2025 → Q3 2025: 38,735,311 shares bought and 73,932,843 shares sold, net −35,197,532 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,397 holders

Northwestern Mutual Wealth Management Co. 4.43% Reduce -13.9% 285,507,134 $6.6B
Empower Advisory Group, LLC 12.03% Add +1.3% 186,455,668 $4.3B
Financial Engines Advisors L.L.C. 6.98% Reduce -1.7% 157,184,545 $3.7B
Wealthfront Advisers LLC 6.01% Add +0.3% 109,982,417 $2.6B
Creative Planning 0.73% Reduce -1.0% 40,928,992 $952.8M
HighTower Advisors, LLC 0.59% Add +2.2% 22,411,217 $521.7M
Betterment LLC 1.03% Reduce -2.5% 22,372,945 $520.8M
Wealthspire Advisors, LLC 2.63% Add +0.3% 21,589,034 $502.6M
Corient Private Wealth LP 0.75% Reduce -2.0% 20,421,648 $475.4M
US Bancorp \de 0.39% Add +3.6% 14,032,989 $326.7M
Composition Wealth, LLC 4.53% Add +12.2% 12,987,719 $302.4M
SCS Capital Management LLC 3.22% Reduce -2.1% 12,685,293 $295.3M
Morgan Stanley 0.01% Add +1.9% 10,551,677 $245.6M
Wealth Enhancement Advisory Services, LLC 0.33% Reduce -1.1% 9,213,008 $217.1M
Mercer Global Advisors Inc. 0.36% Reduce -4.6% 9,169,702 $213.5M
Mariner, LLC 0.27% Add +1.1% 8,917,283 $207.6M
Orgel Wealth Management, LLC 4.65% Add +2.3% 8,762,910 $204.0M
McAdam, LLC 8.39% Add +11.6% 7,316,348 $170.3M
SageView Advisory Group, LLC 5.77% Reduce -1.0% 7,188,678 $167.4M
Cerity Partners LLC 0.25% Add +0.5% 6,686,521 $155.7M
Avantax Planning Partners, Inc. 4.46% Add +6.3% 6,677,104 $155.4M
Steele Capital Management, Inc. 6.78% Reduce -2.1% 6,562,236 $152.8M
Rebalance, LLC 9.13% Add +5.4% 6,501,415 $151.4M
Prime Capital Investment Advisors, LLC 1.87% Reduce -2.6% 6,382,545 $148.6M
Cresset Asset Management, LLC 0.63% Add +10.4% 6,111,770 $142.3M
Bessemer Group Inc. 0.21% Add +0.9% 5,918,530 $137.8M
Brandywine Oak Private Wealth LLC 11.79% Add +0.1% 5,828,880 $135.7M
Royal Bank of Canada 0.02% Add +92.6% 5,777,346 $134.5M
LPL Financial LLC 0.04% Add +3.8% 5,773,868 $134.4M
Jones Financial Companies LLLP 0.09% Add +15.6% 5,639,255 $130.4M
Gemmer Asset Management LLC 10.40% Add +14.5% 5,540,141 $129.0M
Wells Fargo & Company 0.03% Add +7.2% 5,516,074 $128.4M
FMR LLC 0.01% Add +0.2% 5,203,095 $121.1M
Envestnet Asset Management Inc. 0.03% Reduce -58.9% 5,134,706 $119.5M
Bank of America Corp. 0.01% Add +3.6% 4,906,971 $114.2M
Fund Evaluation Group, LLC 3.96% Reduce -2.1% 4,704,295 $109.5M
Moneta Group Investment Advisors LLC 0.81% Reduce -0.1% 4,404,339 $102.5M
JMG Financial Group, Ltd. 2.87% Reduce -1.8% 4,324,179 $100.7M
Benjamin Edwards Inc. 1.04% Add +6.1% 3,936,386 $91.6M
AlphaCore Capital LLC 3.03% Add +2.6% 3,863,870 $90.0M
Bluespring Wealth Management, LLC 7.41% Reduce -0.1% 3,660,860 $85.2M
Ameriprise Financial Inc. 0.02% Add +40.0% 3,625,827 $84.4M
Truepoint, Inc. 1.89% Reduce -2.4% 3,495,316 $81.4M
Charles Schwab Trust Co 5.41% Add +6.5% 3,421,576 $79.7M
Cetera Investment Advisers 0.09% Add +115.5% 3,265,605 $76.0M
BlueStem Wealth Partners, LLC 8.69% Reduce -1.4% 3,261,672 $75.9M
UBS Group AG 0.01% Reduce -17.6% 3,148,698 $73.3M
Foster & Motley Inc. 3.89% Reduce -0.4% 3,098,450 $72.1M
Jane Street Group, LLC 0.08% Reduce -15.6% 2,894,224 $67.4M
Cwm, LLC 0.20% Reduce -13.9% 2,833,034 $66.0M
Beacon Pointe Advisors, LLC 0.56% Add +59.9% 2,814,050 $65.5M
Choreo, LLC 0.85% Reduce -2.3% 2,793,442 $65.0M
MML Investors Services, LLC 0.17% Add +3.8% 2,751,676 $64.1M
Focus Partners Wealth 0.10% Add +7.7% 2,624,151 $61.1M
Osaic Holdings, Inc. 0.08% Add +8.2% 2,527,085 $58.3M
Raymond James Financial Inc. 0.02% Add +10.6% 2,419,299 $56.3M
United Capital Financial Advisors, LLC 0.40% Reduce -1.7% 2,414,781 $56.2M
Capital Advisors Inc. 0.91% Reduce -0.3% 2,338,709 $54.4M
Old Mission Capital LLC 1.94% Reduce -43.0% 2,336,106 $54.4M
Riverpoint Wealth Management Holdings, LLC 11.68% Add +0.2% 2,282,884 $53.1M
Modern Wealth Management, LLC 1.02% Add +770.5% 2,208,572 $51.4M
TruNorth Capital Management, LLC 10.07% Add +8.8% 2,185,921 $50.9M
Oarsman Capital, Inc. 7.04% Add +14.9% 2,154,586 $50.2M
Procyon Advisors, LLC 2.75% Add +3792.4% 1,990,424 $46.3M
Commonwealth Equity Services, LLC 0.06% Add +0.0% 1,961,668 $45.7M
Matrix Trust Co 7.13% Reduce -4.7% 1,957,053 $45.6M
Forvis Mazars Wealth Advisors, LLC 0.90% Reduce -7.7% 1,949,958 $45.4M
MAI Capital Management 0.27% Reduce -1.2% 1,878,430 $43.7M
Goelzer Investment Management, Inc. 2.30% Reduce -1.0% 1,861,935 $43.3M
Pittenger & Anderson Inc. 1.58% Add +1.3% 1,856,232 $43.2M
Citizens Financial Group Inc. 0.58% Add +5.4% 1,828,142 $42.6M
Financial Consulate, Inc. 5.96% Reduce -0.9% 1,814,057 $42.2M
AE Wealth Management LLC 0.25% Reduce -15.5% 1,698,990 $39.6M
Visionary Wealth Advisors 1.79% Add +7.2% 1,648,070 $38.4M
Pacific Sage Partners, LLC 6.32% Reduce -2.6% 1,620,479 $37.7M
Summit Asset Management, LLC 5.66% Add +0.5% 1,580,325 $36.8M
Payne Capital Management, LLC 11.20% Add +8.4% 1,494,169 $34.8M
HB Wealth Management, LLC 0.23% Add +5.0% 1,434,901 $33.4M
Summit Wealth & Retirement Planning, Inc. 8.19% Add +12.6% 1,432,169 $33.3M
Krilogy Financial LLC 1.24% Add +2.4% 1,397,446 $33.1M
Kavar Capital Partners Group, LLC 4.36% Add +7.3% 1,405,701 $32.7M
Rockefeller Capital Management L.P. 0.06% Add +520.8% 1,389,237 $32.3M
Cambridge Investment Research Advisors, Inc. 0.09% Add +2.6% 1,382,174 $32.2M
Avidian Wealth Enterprises, LLC 1.21% Reduce -1.0% 1,379,041 $32.1M
Waverly Advisors, LLC 0.32% Add +3.2% 1,369,693 $31.9M
BlueSky Wealth Advisors, LLC 4.26% Reduce -0.4% 1,358,215 $31.6M
Citadel Advisors 0.03% Add +2607.8% 1,357,465 $31.6M
Persium Advisors, LLC 23.71% Add +4.1% 1,356,383 $31.6M
Pinkerton Wealth, LLC 3.32% Add +2.5% 1,325,630 $30.9M
Courage Miller Partners, LLC 8.98% Reduce -2.8% 1,287,809 $30.0M
GHP Investment Advisors, Inc. 1.23% Add +0.4% 1,254,623 $29.2M
Bangor Savings Bank 2.43% Reduce -1.3% 1,253,779 $29.2M
Bleakley Financial Group, LLC 0.67% Reduce -0.7% 1,240,054 $28.9M
Park Avenue Securities LLC 0.22% Add +16.9% 1,231,527 $28.7M
Ballast Advisors LLC 7.83% Reduce -0.4% 1,221,685 $28.4M
Segall Bryant & Hamill, LLC 0.38% Reduce -5.7% 1,221,436 $28.4M
Voisard Asset Management Group, Inc. 6.56% Add +7.8% 1,217,200 $28.3M
Curi Capital, LLC 0.51% Reduce -6.6% 1,190,224 $27.7M
MorganRosel Wealth Management, LLC 6.94% Reduce -6.7% 1,150,964 $26.8M
Boltwood Capital Management 7.10% Add +0.1% 1,145,575 $26.7M
Captrust Financial Advisors 0.05% Reduce -6.1% 1,145,331 $26.7M
Red Tortoise LLC 11.51% Add +3.1% 1,126,676 $26.2M
HHM Wealth Advisors, LLC 3.03% Reduce -10.3% 1,124,630 $26.2M
Johnson Investment Counsel Inc. 0.22% Add +5.4% 1,119,338 $26.1M
Benchmark Financial Wealth Advisors, LLC 7.84% Reduce -10.7% 1,118,815 $26.0M
Riversedge Advisors, LLC 4.31% Reduce -0.7% 1,105,513 $25.7M
Pure Portfolios Holdings LLC 8.03% Add +0.6% 1,102,732 $25.7M
Focus Partners Advisor Solutions, LLC 0.29% Add +11.2% 1,086,924 $25.4M
Leavell Investment Management, Inc. 1.06% Reduce -1.8% 1,082,043 $25.2M
Keyvantage Wealth, LLC 10.52% Add +0.4% 1,077,096 $25.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.50% Add +10.6% 1,057,450 $24.6M
Berkshire Asset Management LLC 1.04% Add +1.9% 1,048,781 $24.4M
Red Cedar Investment Management, LLC 2.83% Reduce -5.0% 1,036,623 $24.1M
Revolve Wealth Partners, LLC 2.89% Add +9.4% 1,033,860 $24.1M
Savant Capital, LLC 0.15% Add +14.4% 1,027,646 $23.9M
WealthPlan Investment Management, LLC 1.58% Add +3.5% 1,023,727 $23.8M
Bush Investment Group, LLC 14.05% Add +7.2% 1,018,356 $23.7M
Wedmont Private Capital 0.88% Add +3.1% 1,000,835 $23.6M
Thrivent Financial for Lutherans 0.05% Add +769.7% 1,005,413 $23.4M
Operose Advisors LLC 5.81% Add +7.7% 1,000,805 $23.3M
Main Street Financial Solutions, LLC 1.49% Add +2.9% 997,407 $23.2M
Naples Global Advisors, LLC 1.81% Add +4.1% 997,351 $23.2M
Koesten, Hirschmann & Crabtree, INC. 10.92% Reduce -0.1% 982,483 $22.9M
Kings Path Partners LLC 8.43% Reduce -0.1% 982,453 $22.9M
Black Diamond Financial, LLC 2.54% Add +30.5% 973,830 $22.7M
Blue Barn Wealth, LLC 9.64% Add +9.3% 942,115 $21.9M
ZynergyRetirementPlanningLLC 13.77% Reduce -0.2% 937,941 $21.8M
Act Wealth Management, LLC 7.40% Add +4.5% 906,903 $21.1M
Flow Traders U.S. LLC 0.86% Reduce -4.8% 905,624 $21.1M
JPMorgan Chase & Co. 0.00% Add +15.2% 901,906 $21.0M
McIlrath & Eck, LLC 2.16% Add +7.7% 900,084 $21.0M
Northeast Financial Group, Inc. 5.21% Add +1.9% 898,460 $20.9M
FSM Wealth Advisors, LLC 2.94% Add +13.9% 893,254 $20.8M
Rosenberg Matthew Hamilton 4.44% Add +5.2% 881,775 $20.5M
Sylvest Advisors, LLC 10.83% Add +1.6% 866,362 $20.2M
Appleton Partners Inc. 1.35% Add +0.7% 864,362 $20.1M
NewEdge Advisors, LLC 0.09% Add +9.0% 857,355 $20.0M
Noble Family Wealth, LLC 4.38% Add +3.7% 853,138 $19.9M
Peapack Gladstone Financial Corp. 0.26% Reduce -1.4% 850,660 $19.8M
Belpointe Asset Management LLC 0.74% Add +4.0% 836,804 $19.5M
Valley National Advisers Inc. 3.01% Add +0.8% 834,667 $19.4M
Mission Wealth Management, LP 0.39% Reduce -2.8% 828,325 $19.3M
WealthShield Partners, LLC 2.17% Reduce -2.9% 822,228 $19.1M
Apriem Advisors 1.81% Reduce -10.7% 821,822 $19.1M
Alliance Wealth Management Group 4.25% Reduce -4.4% 821,253 $19.1M
Towercrest Capital Management 3.07% Reduce -4.4% 821,253 $19.1M
Opus Capital Group, LLC 2.12% Reduce -67.7% 810,181 $18.9M
World Investment Advisors 0.38% Reduce -2.9% 807,207 $18.8M
Libra Wealth LLC 5.57% Reduce -2.7% 796,282 $18.5M
Fortis Capital Advisors, LLC 2.93% Add +4.0% 795,109 $18.5M
FLC Capital Advisors 3.57% Reduce -1.4% 792,499 $18.4M
Curbstone Financial Management Corp 3.53% Add +0.5% 788,475 $18.4M
Stokes Family Office, LLC 1.73% Reduce -3.6% 781,262 $18.2M
Broadleaf Partners, LLC 3.79% Add +1.4% 780,433 $18.2M
Boyd Wealth Management, LLC 7.75% Add +4.1% 773,652 $18.0M
Essex LLC 3.26% Reduce -0.6% 773,561 $18.0M
Denver PWM, LLC 5.59% Add +0.1% 810,881 $17.9M
Susquehanna International Group, LLP 0.03% Reduce -63.8% 764,021 $17.8M
IHT Wealth Management, LLC 0.45% Add +7.9% 758,215 $17.7M
Wealth Management Resources, Inc. 5.70% Add +1.9% 756,900 $17.6M
Garde Capital, Inc. 0.88% Add +1.6% 753,488 $17.5M
Guardian Financial Partners, LLC 7.37% Reduce -2.5% 750,308 $17.5M
eCIO, Inc. 6.46% Reduce -0.4% 743,781 $17.3M
Klingenstein Fields & Co. LP 0.65% Reduce -2.2% 741,491 $17.3M
North Star Asset Management Inc. 0.69% Reduce -0.5% 733,210 $17.1M
Goldman Sachs Group Inc. 0.00% Add +50.6% 731,769 $17.0M
Soltis Investment Advisors LLC 1.17% Add +10.4% 725,890 $16.9M
EWG Elevate Inc. 5.27% Reduce -23.4% 724,931 $16.9M
Sherwood Financial Partners, LLC 14.65% Reduce -0.9% 721,600 $16.8M
Kickstand Ventures, Llc. 3.69% Add +0.8% 720,475 $16.8M
Invst, LLC 1.90% Add +14.5% 719,602 $16.8M
Schwerin Boyle Capital Management Inc. 1.80% No change 706,500 $16.4M
Brady Martz Wealth Solutions, LLC 2.98% Reduce -2.5% 706,187 $16.4M
Compound Planning, Inc. 0.53% Reduce -1.8% 705,082 $16.4M
Cornerstone Wealth Advisors, Inc. 3.96% Add +12.9% 702,951 $16.4M
HBK Sorce Advisory LLC 0.41% Reduce -1.7% 688,307 $16.2M
Farther Finance Advisors, LLC 0.24% Add +0.7% 686,360 $16.0M
Planning Alternatives Ltd. 2.04% Reduce -1.5% 682,477 $15.9M
WBH Advisory Inc. 1.20% Add +3.7% 677,148 $15.8M
AQR Capital Management 0.01% Add +27.6% 675,459 $15.7M
Certified Advisory Corp 1.45% Add +5.1% 656,897 $15.3M
Financial Management Professionals, Inc. 1.59% Reduce -40.2% 655,090 $15.3M
BCS Wealth Management 3.43% Add +1.8% 653,168 $15.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.24% Reduce -0.5% 650,755 $15.1M
Cranbrook Wealth Management, LLC 3.03% Add +8.1% 648,670 $15.1M
DRW Securities, LLC 0.78% Reduce -50.7% 649,434 $15.1M
Lido Advisors, LLC 0.06% Add +18.6% 645,875 $15.0M
RKL Wealth Management LLC 1.28% Reduce -6.2% 644,996 $15.0M
Asset Allocation Strategies LLC 2.96% Add +7.5% 642,518 $15.0M
Intergy Private Wealth, LLC 4.67% Add +4.4% 640,920 $14.9M
Marshall Financial Group Inc. 4.07% Reduce -0.2% 635,810 $14.8M
Hanson & Doremus Investment Management 1.84% Reduce -3.8% 627,888 $14.6M
Momentous Wealth Management, Inc. 9.25% Reduce -2.1% 626,873 $14.6M
Sanctuary Advisors, LLC 0.08% Add +1.6% 623,010 $14.5M
Tradition Wealth Management, LLC 1.07% Add +37.6% 621,243 $14.5M
Freestate Advisors LLC 12.00% Reduce -5.1% 614,482 $14.3M
Myecfo, LLC 6.46% Reduce -3.1% 610,307 $14.2M
Elgethun Capital Management 2.55% Add +5.2% 599,083 $14.0M
Fort Point Capital Partners LLC 1.75% Reduce -1.1% 590,305 $13.7M
Brand Asset Management Group, Inc. 3.85% Add +12.3% 587,910 $13.7M
Kestra Advisory Services, LLC 0.06% Add +10.1% 587,540 $13.7M
Envision Financial LLC 7.79% Add +7.2% 583,877 $13.6M
Perigon Wealth Management, LLC 0.28% Add +4.6% 580,392 $13.5M
Seneca Financial Advisors LLC 4.32% Add +3.8% 567,860 $13.2M
CCG Wealth Management, LLC 6.23% Add +1.0% 567,579 $13.2M
Bristlecone Advisors, LLC 1.10% Reduce -6.1% 565,337 $13.2M
Power Wealth Management LLC 4.78% Add +2.2% 563,591 $13.1M
OneDigital Investment Advisors LLC 0.13% Add +37.8% 562,331 $13.1M
Meridian Wealth Management, LLC 0.50% Add +0.7% 562,327 $13.1M
Powers Advisory Group, LLC 5.10% Add +8.6% 550,593 $12.8M
Bell Investment Advisors, Inc 2.08% Reduce 0.0% 546,621 $12.7M
Brightwater Advisory LLC 8.67% Add +1.0% 542,065 $12.6M
Sightline Wealth Advisors, LLC 5.69% Reduce -0.2% 541,666 $12.6M
Leeward Financial Partners, LLC 3.56% Add +2.5% 537,185 $12.5M
Creekside Partners 5.50% Add +2.1% 536,403 $12.5M
Holistic Financial Partners 5.08% Reduce -0.1% 532,626 $12.4M
TPG Advisors LLC 8.10% Add +6.8% 528,708 $12.3M
Quantinno Capital Management LP 0.03% Add +193.0% 527,374 $12.3M
Nicholas Hoffman & Company, LLC. 0.30% Add +0.0% 526,651 $12.3M
White & Co Financial Planning Inc 9.17% Reduce -1.8% 523,264 $12.2M
Nalls Sherbakoff Group, LLC 8.21% Add +2.3% 522,823 $12.2M
O'shaughnessy Asset Management, LLC 0.07% Add +1.1% 521,445 $12.1M
Brooklyn FI, LLC 2.71% Reduce -2.0% 520,905 $12.1M
Signet Investment Advisory Group, Inc. 5.80% Reduce -0.1% 518,544 $12.1M
Arbor Trust Wealth Advisors, LLC 5.39% Add +28.8% 514,035 $12.0M
Zhang Financial LLC 0.48% Add +0.5% 512,513 $11.9M
Patriot Investment Management Group, Inc. 0.78% Reduce -2.1% 512,308 $11.9M
Johnson Financial Group, LLC 1.07% No change 502,945 $11.7M
Rwa Wealth Partners, LLC 0.13% Add +1.2% 499,977 $11.6M
Roble, Belko & Company, Inc 1.58% Reduce -2.1% 499,614 $11.6M
Fort Vancouver Investment Management, LLC 6.43% Add +0.1% 497,336 $11.6M
Christensen, King & Associates Investment Services, Inc. 4.96% Reduce -1.1% 496,185 $11.6M
Debussy Capital Management LP 1.60% Add +2.3% 487,123 $11.3M
SigFig Wealth Management, LLC 0.35% Reduce -10.6% 484,205 $11.2M
Elwood & Goetz Wealth Advisory Group, LLC 2.11% Reduce -1.8% 472,023 $11.0M
Jacobsen Capital Management 3.72% Add +14.3% 470,927 $11.0M
Chicago Partners Investment Group LLC 0.29% Add +13.3% 453,290 $10.9M
Mill Creek Capital Advisors, LLC 0.22% Reduce -0.0% 461,341 $10.7M
Hill Island Financial LLC 2.67% Reduce -0.0% 460,097 $10.7M
Focus Financial Network, Inc. 0.38% Add +8.0% 456,304 $10.6M
Seros Financial, LLC 6.41% New 454,810 $10.6M
Gradient Capital Advisors, LLC 2.83% Reduce -2.6% 454,186 $10.6M
Gleason Group, Inc. 1.06% Add +2.6% 454,006 $10.6M
Vision Capital Management, Inc. 1.29% Reduce -2.6% 450,592 $10.5M
Mgo One Seven LLC 0.24% Add +5.2% 439,729 $10.2M
Fairway Financial, LLC 8.05% Add +1.8% 438,691 $10.2M
Baird Financial Group, Inc. 0.02% Add +62.3% 430,595 $10.0M
First National Bank of Mount Dora, Trust Investment Services 2.20% Reduce -3.9% 427,323 $9.9M
Stifel Financial Corp. 0.01% Add +157.3% 423,913 $9.9M
Conquis Financial LLC 9.33% Add +0.1% 423,291 $9.9M
Bank Hapoalim BM 1.27% No change 422,900 $9.8M
Natixis Advisors, LLC 0.01% Add +38.2% 421,842 $9.8M
Valicenti Advisory Services Inc. 2.10% Add +149.4% 420,511 $9.8M
Reston Wealth Management LLC 3.15% Add +12.7% 419,115 $9.8M
IMA Advisory Services, Inc. 0.98% Reduce -0.1% 417,424 $9.7M
Bank of New York Mellon Corp 0.00% Add +12.7% 415,301 $9.7M
Valmark Advisers, Inc. 0.12% Add +60.4% 409,977 $9.5M
Roberts Wealth Advisors, LLC 2.50% Add +1.9% 403,251 $9.4M
Capital Investment Counsel, LLC 1.36% Add +3.1% 397,780 $9.3M
Compass Advisory Group LLC 2.59% Add +0.2% 396,655 $9.2M
Kelman-Lazarov, Inc. 1.37% Reduce -1.0% 396,606 $9.2M
Ascension Capital Advisors, Inc. 3.59% Reduce -0.7% 396,331 $9.2M
Chesapeake Wealth Management 2.81% Add +3.8% 396,142 $9.2M
Russell Investments Group, Ltd. 0.01% Add +68.6% 390,652 $9.1M
Sage Financial Management Group, Inc. 2.90% Reduce -0.3% 390,391 $9.1M
Bogart Wealth, LLC 0.37% Add +19.3% 389,717 $9.1M
James J. Burns & Company, LLC 1.34% Add +0.0% 387,401 $9.0M
CX Institutional 0.27% Add +0.0% 384,284 $8.9M
Lodestar Private Asset Management LLC 0.92% Reduce -4.4% 379,750 $8.8M
RFG Advisory, LLC 0.18% Add +266.2% 379,089 $8.8M
Great Valley Advisor Group, Inc. 0.18% Reduce -3.5% 375,459 $8.7M
Athena Investment Management 4.53% Reduce -0.3% 373,859 $8.7M
Dynamic Advisor Solutions LLC 0.25% Add +2.1% 372,554 $8.7M
Bailard, Inc. 0.19% Reduce -0.6% 369,151 $8.6M
FFT Wealth Management LLC 1.58% Add +22.4% 368,844 $8.6M
Capital Advantage, Inc. 1.28% Add +16.7% 366,671 $8.5M
Oppenheimer & Co. Inc. 0.10% Add +48.7% 365,726 $8.5M
Trinity Financial Advisors LLC 2.45% Add +4.1% 365,159 $8.5M
Blue Square Asset Management, LLC 3.69% Add +1.6% 363,483 $8.5M
Barden Capital Management, Inc. 6.93% Reduce -1.6% 358,348 $8.3M
Parallel Advisors, LLC 0.15% Add +0.7% 355,879 $8.3M
First National Corp. /Ma/ 1.57% Add +0.5% 352,770 $8.3M
Kathmere Capital Management, LLC 0.59% Reduce -7.7% 353,756 $8.2M
Legacy Private Trust Co. 0.49% Reduce -1.2% 352,686 $8.2M
Stratos Wealth Advisors, LLC 0.39% Reduce -2.7% 351,444 $8.2M
Allworth Financial LP 0.04% Reduce -0.0% 348,208 $8.1M
Winthrop Capital Management, LLC 1.95% Add +0.8% 346,249 $8.1M
Exencial Wealth Advisors, LLC 0.26% Reduce -1.1% 345,509 $8.0M
JFS Wealth Advisors, LLC 0.47% Reduce -0.7% 345,131 $8.0M
Firestone Capital Management 1.73% Add +7.9% 344,439 $8.0M
McKinley Carter Wealth Services, Inc. 0.42% Reduce -1.6% 344,193 $8.0M
MA Private Wealth 1.34% Add +4.5% 342,775 $8.0M
Kohmann Bosshard Financial Services, LLC 0.82% Reduce -6.3% 342,528 $8.0M
Wealth Architects, LLC 0.74% Reduce -0.3% 338,326 $7.9M
Bartlett & Co. Wealth Management LLC 0.10% Add +0.7% 337,124 $7.8M
CRA Financial Services, LLC 1.06% Add +14.3% 334,385 $7.8M
BOK Financial Private Wealth, Inc. 0.48% Reduce 0.0% 330,076 $7.7M
Alliancebernstein L.P. 0.00% Add +6.8% 329,215 $7.7M
Newman Dignan & Sheerar, Inc. 1.65% Reduce -0.2% 328,868 $7.7M
Kingsview Wealth Management, LLC 0.12% Add +265.4% 326,840 $7.6M
Weinberger Asset Management, Inc 2.74% Add +0.6% 324,772 $7.6M
Paradigm, Strategies in Wealth Management, LLC 4.83% Reduce -2.4% 323,978 $7.5M
BCK Partners, Inc. 4.06% Add +2.8% 323,558 $7.5M
Valley Forge Investment Consultants Inc. Adv 2.17% Add +8.1% 319,322 $7.4M
Sequoia Financial Advisors, LLC 0.04% Add +17.7% 313,721 $7.3M
Thrive Wealth Management, LLC 1.10% Add +2.7% 312,953 $7.3M
Davis Capital Management 5.02% — 310,951 $7.2M
Geneos Wealth Management Inc. 0.18% Reduce -3.3% 310,352 $7.2M
Chilton Capital Management LLC 0.24% No change 309,248 $7.2M
Atria Investments, Inc 0.08% Reduce -16.9% 307,574 $7.2M
Gill Capital Partners, LLC 2.18% Add +8.3% 305,915 $7.1M
Stonekeep Investments, LLC 4.47% Add +2.2% 302,808 $7.0M
Cornerstone Advisors Asset Management, LLC 1.23% Add +1.5% 302,534 $7.0M
Retirement Planning Group, LLC 0.24% Reduce -0.7% 301,205 $7.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.17% Reduce -3.6% 301,098 $7.0M
Leverty Financial Group, LLC 1.79% Reduce -2.6% 296,690 $6.9M
Arkadios Wealth Advisors 0.17% Add +2.5% 293,770 $6.8M
Rockbridge Investment Management, LCC 0.67% Add +0.9% 293,079 $6.8M
Blueprint Financial Advisors LLC 1.47% Add +4.1% 292,716 $6.8M
Blueprint Investment Partners LLC 0.96% Add +15.1% 292,537 $6.8M
AA Financial Advisors, LLC 1.32% Add +1.0% 288,523 $6.7M
Investment Planning Advisors, Inc. 2.08% New 283,565 $6.6M
SVB Wealth LLC 0.35% Reduce -7.5% 282,753 $6.6M
Sound View Wealth Advisors Group, LLC 0.45% Add +50.8% 280,659 $6.5M
Modera Wealth Management, LLC 0.07% Add +2.5% 277,226 $6.5M
Bank of Montreal 0.00% Reduce -3.5% 276,720 $6.4M
Tudor Financial Inc. 3.42% Add +0.7% 276,145 $6.4M
Schwallier Wealth Management LLC 4.00% Reduce -4.5% 275,535 $6.4M
L.K. Benson & Company, P.C. 3.46% Add +0.2% 275,481 $6.4M
Summit Financial, LLC 0.10% Reduce -2.0% 274,750 $6.4M
Kathleen S. Wright Associates Inc. 2.37% Add +3.6% 274,365 $6.4M
Summit Financial Strategies, Inc. 0.53% Reduce -1.8% 267,958 $6.2M
Armor Investment Advisors, LLC 1.97% Reduce -61.5% 266,410 $6.2M
Integrated Wealth Concepts LLC 0.06% Reduce -4.8% 265,318 $6.2M
Clearstead Advisors, LLC 0.09% Add +10.3% 264,971 $6.2M
Friday Financial 2.56% Add +77.3% 262,700 $6.1M
Genesis Private Wealth, LLC 2.57% Add +5.2% 262,459 $6.1M
Triad Wealth Partners, LLC 0.79% Add +32.6% 261,895 $6.1M
OneAscent Financial Services LLC 0.41% Add +5.3% 261,864 $6.1M
Armbruster Capital Management, Inc. 1.03% Reduce -0.1% 260,448 $6.1M
Hengehold Capital Management LLC 0.51% Add +4.0% 258,777 $6.0M
Bond & Devick Financial Network, Inc. 1.80% Add +3.0% 257,225 $6.0M
Leisure Capital Management 2.04% Add +0.0% 255,899 $6.0M
Berger Financial Group, Inc 0.36% Add +8.4% 254,866 $5.9M
JPL Wealth Management, LLC 1.40% Reduce -0.2% 252,943 $5.9M
Private Advisor Group, LLC 0.03% Add +31.7% 251,686 $5.9M
Rialto Wealth Management, LLC 1.48% Reduce -1.3% 245,608 $5.7M
Advisory Services Network, LLC 0.08% Add +5.8% 245,514 $5.7M
GC Wealth Management RIA, LLC 0.19% Add +942.9% 244,294 $5.7M
Alpha Omega Wealth Management LLC 0.93% Add +4.2% 240,972 $5.6M
Bishop & Co Investment Management, LLC 1.86% Reduce -0.5% 238,286 $5.5M
Texas Yale Capital Corp. 0.17% Add +14.3% 236,990 $5.5M
Warner Financial, Inc. 2.05% Add +3.6% 236,259 $5.5M
Destination Wealth Management 0.15% Reduce -1.6% 233,172 $5.4M
Advisors Capital Management, LLC 0.07% Add +3.8% 233,154 $5.4M
Tenret Co LLC 2.80% Reduce -1.1% 232,769 $5.4M
Davis R M Inc. 0.09% No change 231,974 $5.4M
Milestone Investment Advisors LLC 1.33% Add +45.8% 230,121 $5.4M
Pitcairn Co. 0.42% Reduce -0.7% 226,350 $5.3M
Seek First Inc. 3.79% Add +1.5% 226,267 $5.3M
Orcam Financial Group 4.24% Reduce -0.8% 225,313 $5.2M
Valpey Financial Services, LLC 3.41% Reduce -1.7% 223,656 $5.2M
Fortis Capital Management LLC 0.73% Add +6.8% 223,426 $5.2M
Acropolis Investment Management, LLC 0.26% Add +12.0% 234,436 $5.2M
Phil A. Younker & Associates, Ltd. 3.95% Add +3.9% 221,556 $5.2M
Intelligence Driven Advisers, LLC 0.71% Add +5.8% 220,521 $5.1M
Allen Capital Group, LLC 0.49% Add +14.1% 218,375 $5.1M
WT Wealth Management 1.45% Add +2135.2% 216,590 $5.0M
Hurley Capital, LLC 2.84% Add +5.0% 216,237 $5.0M
Breakwater Investment Management 1.84% Reduce -6.1% 214,082 $5.0M
Waterford Advisors, LLC 1.70% Add +26.1% 211,808 $4.9M
Five Oceans Advisors 1.80% Reduce -0.1% 210,325 $4.9M
Caprock Group, LLC 0.12% — 214,334 $4.9M
Facet Wealth, Inc. 0.10% Add +8.2% 208,443 $4.9M
Upper Left Wealth Management, LLC 3.04% Reduce -0.6% 208,103 $4.8M
RHS Financial, LLC 2.51% Reduce -2.7% 207,585 $4.8M
SWS Partners 1.18% Reduce -1.3% 207,448 $4.8M
Liberty Capital Management, Inc. 0.91% Add +9.5% 207,208 $4.8M
Koshinski Asset Management, Inc. 0.34% Add +3.1% 207,096 $4.8M
NBT Bank, N.A. 0.31% Reduce -8.7% 193,536 $4.8M
Independent Solutions Wealth Management, LLC 0.85% Reduce -0.1% 206,415 $4.8M
Merit Financial Group, LLC 0.04% Add +22.0% 205,171 $4.8M
Cambridge Capital Management, LLC 2.25% Add +0.0% 201,955 $4.7M
Grant Street Asset Management, Inc. 0.99% Reduce -1.4% 201,121 $4.7M
Spectrum Asset Management, Inc. (NB/CA) 1.62% Add +1.3% 198,372 $4.6M
Valeo Financial Advisors, LLC 0.11% Reduce -2.5% 198,274 $4.6M
CGN Advisors LLC 0.38% Reduce -0.7% 198,270 $4.6M
Mutual Advisors, LLC 0.10% Add +0.5% 192,965 $4.6M
Beacon Wealthcare LLC 1.61% Reduce -1.6% 196,602 $4.6M
Strategic Financial Planning, Inc. 2.63% Reduce -1.1% 195,003 $4.5M
LifePlan Investment Advisors, Inc. 1.90% Reduce -0.8% 194,212 $4.5M
Womack Financial LLC 3.41% Add +3.3% 193,284 $4.5M
Cherry Tree Wealth Management, LLC 0.99% Add +2.7% 192,836 $4.5M
Tradewinds Capital Management, LLC 1.00% Reduce -74.4% 191,756 $4.5M
CVA Family Office, LLC 0.57% Add +0.3% 190,135 $4.4M
Curtis Advisory Group, LLC 1.00% Add +0.9% 188,877 $4.4M
Tempus Wealth Planning, LLC 1.00% Add +5.9% 187,775 $4.4M
Old National Bancorp 0.07% No change 186,458 $4.3M
Cahill Financial Advisors Inc. 0.49% Add +12.2% 185,754 $4.3M
AdvisorNet Financial, Inc 0.24% Reduce -8.3% 185,706 $4.3M
Savvy Advisors, Inc. 0.20% Add +37.1% 184,938 $4.3M
Redhawk Wealth Advisors, Inc. 0.50% Reduce -0.1% 184,530 $4.3M
Argent Trust Co 0.15% Reduce -1.2% 183,914 $4.3M
Pacific Capital Wealth Advisors, Inc. 0.74% Reduce -0.4% 183,398 $4.3M
Attessa Capital LLC 2.51% Reduce -1.5% 183,077 $4.3M
Cambridge Financial Group, LLC 1.35% Reduce -9.3% 180,820 $4.2M
Blair William & Co. 0.01% Reduce -12.2% 179,568 $4.2M
Apollon Wealth Management, LLC 0.07% Add +32.4% 179,545 $4.2M
LVW Advisors, LLC 0.43% Add +3.7% 178,922 $4.2M
Ancora Advisors LLC 0.08% Reduce -2.4% 178,462 $4.2M
NorthCoast Asset Management LLC 0.02% Add +33.4% 177,910 $4.1M
Avalon Advisory Group 1.68% No change 177,646 $4.1M
Foster Group, Inc. 0.13% Add +1.8% 177,570 $4.1M
Evergreen Capital Management LLC 0.10% No change 174,648 $4.1M
Signaturefd, LLC 0.06% Add +0.5% 171,621 $4.0M
Global Strategic Investment Solutions, LLC 0.40% Reduce -0.0% 171,251 $4.0M
Nwam LLC 0.21% Reduce -3.6% 166,631 $4.0M
Peak Financial Management, Inc. 1.04% Reduce -0.6% 169,740 $4.0M
Clearwater Capital Advisors, LLC 0.33% Reduce -0.2% 168,666 $3.9M
Orion Porfolio Solutions, LLC 0.03% Add +11.1% 166,920 $3.9M
Brighton Jones LLC 0.09% Add +5.3% 165,891 $3.9M
Plum Street Advisors, LLC 1.48% Reduce -0.2% 164,392 $3.8M
Diversify Wealth Management, LLC 0.22% Add +0.2% 160,426 $3.8M
Aire Advisors, LLC 0.69% No change 163,703 $3.8M
Woodmont Investment Counsel LLC 0.25% Add +0.5% 163,363 $3.8M
IFP Advisors, Inc 0.10% Reduce -6.8% 163,040 $3.8M
Diversified Enterprises, LLC 0.25% Add +7.3% 161,914 $3.8M
Condor Capital Management 0.31% Reduce -0.6% 161,027 $3.7M
CAP Partners, LLC 2.11% Reduce -17.2% 159,911 $3.7M
Aptus Capital Advisors, LLC 0.03% Reduce -1.4% 159,798 $3.7M
Axxcess Wealth Management, LLC 0.08% Reduce -7.3% 159,462 $3.7M
DHJJ Financial Advisors, Ltd. 1.26% Add +0.9% 159,265 $3.7M
KOM Wealth Management Group, LLC 2.80% Add +2.9% 159,161 $3.7M
L2 Asset Management, LLC 0.53% Add +31.1% 158,038 $3.7M
Clearview Wealth Advisors LLC 2.35% Add +4.4% 157,719 $3.7M
Grey Ledge Advisors, LLC 0.82% Add +12.8% 156,301 $3.6M
Elm Partners Management LLC 0.18% Add +1.8% 154,882 $3.6M
Integrated Advisors Network LLC 0.15% Reduce -3.7% 154,832 $3.6M
SeaCrest Wealth Management, LLC 0.38% Reduce -1.7% 152,157 $3.6M
Quadrant Capital Group LLC 0.12% Reduce -3.6% 153,093 $3.6M
Northern Trust Corp. 0.00% Add +14.1% 152,356 $3.5M
Uptown Financial Advisors LLC 3.11% Add +2.2% 151,965 $3.5M
Foundations Investment Advisors, LLC 0.05% Add +62.9% 151,169 $3.5M
Ieq Capital, LLC 0.01% Add +19.7% 150,284 $3.5M
JFG Wealth Management, LLC 0.68% Reduce -5.8% 149,815 $3.5M
Veridan Wealth LLC 1.19% — 148,629 $3.5M
Blackhawk Capital Partners, LLC 1.32% Add +141.3% 145,628 $3.4M
Vise Technologies, Inc. 0.13% Reduce -0.5% 145,534 $3.4M
Seaside Wealth Management, Inc. 1.00% Reduce -12.0% 145,239 $3.4M
Tortoise Investment Management, LLC 0.30% Add +0.2% 144,275 $3.4M
Payne Capital LLC 3.40% — 144,161 $3.4M
Avior Wealth Management, LLC 0.11% Reduce -2.9% 143,781 $3.3M
Sheets Smith Wealth Management 0.38% Add +0.8% 143,150 $3.3M
Port Capital LLC 0.14% No change 143,017 $3.3M
Ahl Investment Management, Inc. 2.27% Reduce -3.2% 142,920 $3.3M
North Forty Two & Co. 3.25% Add +0.8% 142,864 $3.3M
Altfest L J & Co. Inc. 0.37% Reduce -0.0% 142,859 $3.3M
Axos Invest Inc. 2.49% Reduce -21.5% 142,547 $3.3M
Integrity Alliance, Llc. 0.15% Add +42.2% 141,111 $3.3M
Truist Financial Corp. 0.00% Add +24.9% 139,687 $3.3M
Salem Investment Counselors Inc. 0.09% Reduce -3.5% 139,486 $3.2M
Comerica Bank 0.01% Reduce -0.7% 138,594 $3.2M
Csenge Advisory Group 0.15% Add +18.5% 137,436 $3.2M
Pioneer Wealth Management Group 1.03% Reduce -0.2% 136,866 $3.2M
Sollinda Capital Management LLC 0.86% Add +17.9% 135,017 $3.1M
Sand Hill Global Advisors, LLC 0.11% No change 131,495 $3.1M
Country Club Bank 0.18% Add +20.1% 130,994 $3.0M
Nelson Capital Management, LLC 0.36% Reduce -0.1% 129,578 $3.0M
Embree Financial Group 0.40% Add +0.5% 129,557 $3.0M
Evensky & Katz LLC 0.17% Reduce -6.4% 128,735 $3.0M
Pure Financial Advisors, LLC 0.05% Reduce -1.8% 128,325 $3.0M
Motive Wealth Advisors 1.28% Reduce -3.0% 127,990 $3.0M
Certuity, LLC 0.20% No change 127,197 $3.0M
MADDEN SECURITIES Corp 0.91% Add +0.0% 126,720 $3.0M
Garrison Point Advisors, LLC 1.23% Add +17.3% 126,351 $2.9M
HORAN Wealth, LLC 0.46% Add +22.9% 125,882 $2.9M
Chapman Financial Group, LLC 2.02% Add +11.2% 125,737 $2.9M
Freestone Capital Holdings, LLC 0.09% Reduce -0.2% 125,393 $2.9M
Strategic Financial Concepts, LLC 0.42% Reduce -1.4% 125,153 $2.9M
Ashton Thomas Private Wealth, LLC 0.08% Add +22.4% 124,573 $2.9M
Arcataur Capital Management LLC 0.85% Reduce -2.6% 124,248 $2.9M
Moisand Fitzgerald Tamayo, LLC 0.34% Reduce -2.4% 123,738 $2.9M
ProVise Management Group, LLC 0.21% Reduce -0.8% 123,055 $2.9M
Wrenne Financial Planning LLC 1.22% Add +3.3% 122,320 $2.8M
Schneider Downs Wealth Management Advisors, LP 0.34% Reduce -1.5% 121,959 $2.8M
SHUTTLEWORTH & Co 2.57% — 121,605 $2.8M
D.B. Root & Company, LLC 0.71% Reduce -0.8% 120,721 $2.8M
BlackRock, Inc. 0.00% Add +166.6% 119,976 $2.8M
Creative Financial Designs Inc. 0.19% Reduce -7.9% 119,544 $2.8M
Beacon Bridge Wealth Partners, LLC 0.99% Reduce -23.6% 119,412 $2.8M
Per Stirling Capital Management, LLC. 0.33% Add +4.1% 118,868 $2.8M
American Financial Advisors, LLC 0.36% Reduce -14.6% 118,646 $2.8M
Keeler & Nadler Financial Planning & Wealth Management 1.00% Add +0.2% 117,719 $2.7M
Simplicity Wealth,LLC 0.16% Reduce -3.1% 115,859 $2.7M
Harbour Investments, Inc. 0.06% Add +10.2% 115,141 $2.7M
MBE Wealth Management, LLC 1.15% Reduce -14.7% 114,427 $2.7M
Madison Wealth Partners, Inc 0.52% Add +4.7% 113,525 $2.6M
Capital Analysts, LLC 0.07% Add +42.8% 110,408 $2.6M
Marquette Asset Management, LLC 0.39% Reduce -0.1% 110,046 $2.6M
BSW Wealth Partners 0.32% Reduce -1.6% 108,904 $2.5M
Robbins Farley 1.05% Reduce -12.5% 108,810 $2.5M
Wealthspire Retirement, LLC 0.16% Reduce -6.7% 108,507 $2.5M
Long Island Wealth Management, Inc. 1.23% No change 108,384 $2.5M
Blossom Wealth Management 4.07% Add +2.9% 108,195 $2.5M
1900 Wealth Management LLC 0.17% Add +1.3% 107,566 $2.5M
Omega Financial Group, LLC 0.84% Reduce -3.3% 107,420 $2.5M
VERITY Wealth Advisors 1.57% No change 106,978 $2.5M
Whitcomb & Hess, Inc. 0.64% Add +1.7% 106,727 $2.5M
Johnson Bixby & Associates, LLC 0.32% Add +1.8% 106,387 $2.5M
Concurrent Investment Advisors, LLC 0.04% Add +18.1% 106,076 $2.5M
Global Financial Private Client, LLC 0.87% No change 105,453 $2.5M
Aspiring Ventures, LLC 0.89% Add +5.5% 105,400 $2.5M
Enclave Advisors LLC 0.37% Add +0.8% 105,237 $2.4M
Meridian Investment Counsel Inc. 0.60% Add +2.1% 104,941 $2.4M
CIBC Private Wealth Group LLC 0.00% Add +58.4% 104,863 $2.4M
Murphy & Mullick Capital Management Corp 1.77% Reduce -0.0% 102,693 $2.4M
Global Retirement Partners, LLC 0.05% Add +5.0% 102,117 $2.4M
AllSquare Wealth Management LLC 1.25% Reduce -0.3% 102,075 $2.4M
Fiduciary Trust Co 0.03% Reduce -1.1% 101,636 $2.4M
St. Louis Trust Co 0.29% No change 101,416 $2.4M
Howard Financial Services, LTD. 0.29% Add +0.8% 100,953 $2.4M
Roundview Capital LLC 0.15% Reduce -0.6% 100,249 $2.3M
Arcadia Investment Advisors LLC 1.09% Reduce -4.1% 96,257 $2.2M
BIP Wealth, LLC 0.11% Add +484.7% 94,908 $2.2M
West Paces Advisors Inc. 0.44% Add +4.0% 94,577 $2.2M
Cambridge Advisors Inc. 0.43% Add +4.7% 94,573 $2.2M
Elser Financial Planning, Inc 2.65% Reduce -9.8% 93,302 $2.2M
Family Legacy Financial Solutions, LLC 1.66% Add +19.4% 92,934 $2.2M
C M Bidwell & Associates Ltd. 1.02% Add +2.4% 91,364 $2.1M
Red Door Wealth Management, LLC 0.23% Add +47.3% 91,163 $2.1M
Cannon Wealth Management Services, LLC 1.59% Add +44.0% 90,269 $2.1M
Affinity Capital Advisors, LLC 0.32% Reduce -0.6% 87,323 $2.1M
Diversified Portfolios, Inc. 0.18% Add +0.4% 87,175 $2.0M
B.O.S.S. Retirement Advisors, LLC 0.48% Add +95.7% 86,771 $2.0M
Kearns & Associates LLC 1.07% Add +3.3% 86,760 $2.0M
Lion Street Advisors, LLC 0.70% Reduce -44.0% 50,465 $2.0M
Awm Capital, LLC 0.18% No change 86,552 $2.0M
Fifth Third Bancorp 0.01% Add +82.4% 86,521 $2.0M
Shared Vision Wealth Group LLC 0.85% Add +598.8% 84,872 $2.0M
Vanguard Group Inc. 0.00% Add +4.5% 85,566 $2.0M
Donaldson Capital Management, LLC 0.06% Add +22.4% 84,046 $2.0M
Evoke Wealth, LLC 0.04% Reduce -0.3% 83,889 $2.0M
Janney Montgomery Scott LLC 0.00% Add +25.0% 82,778 $1.9M
Clark Asset Management, LLC 0.22% Reduce -6.3% 82,481 $1.9M
Regions Financial Corp. 0.01% Add +1.3% 82,191 $1.9M
Walter & Keenan Wealth Management LLC /in/ 0.53% No change 82,030 $1.9M
Burkett Financial Services, LLC 0.65% Reduce -6.4% 81,449 $1.9M
Ami Investment Management Inc. 0.44% Reduce -5.5% 81,003 $1.9M
Passive Capital Management, LLC. 0.61% Reduce -10.7% 80,965 $1.9M
HC Advisors, LLC 1.32% Add +95.8% 80,896 $1.9M
PNC Financial Services Group, Inc. 0.00% Add +8.4% 80,851 $1.9M
Warwick Investment Management, Inc. 0.32% Reduce -0.9% 80,293 $1.9M
Stewardship Advisors, LLC 0.44% Add +0.3% 79,634 $1.9M
Nestegg Advisors, Inc. 1.64% Add +46.5% 79,497 $1.9M
Fifth Third Securities, Inc. 0.13% Add +4.7% 79,371 $1.8M
MIdWestOne Financial Group, Inc. 0.22% Reduce -3.0% 79,156 $1.8M
Aegis Wealth Management LLC 0.98% Add +0.4% 78,605 $1.8M
Carrera Capital Advisors 0.33% Reduce -2.5% 78,547 $1.8M
Tiaa Trust, National Association 0.00% Add +21.4% 78,321 $1.8M
Oak Family Advisors, LLC 0.59% Reduce -0.1% 78,172 $1.8M
May Hill Capital, LLC 0.53% Reduce -0.4% 77,547 $1.8M
Steward Partners Investment Advisory, LLC 0.01% Add +3.5% 77,449 $1.8M
Strategic Family Wealth Counselors, L.L.C. 0.46% Reduce 0.0% 77,241 $1.8M
Lee Financial Co 0.23% Reduce -2.6% 77,051 $1.8M
Capital Advisors, Ltd. LLC 0.20% Add +0.9% 76,525 $1.8M
Commerce Bank 0.01% Add +42.2% 76,102 $1.8M
Kiley Juergens Wealth Management, LLC 0.39% Reduce -0.2% 75,856 $1.8M
Angeles Wealth Management, LLC 0.11% No change 75,820 $1.8M
Owen LaRue, LLC 0.69% Add +6.9% 75,653 $1.8M
Tactive Advisors, LLC 0.50% Reduce -24.9% 75,367 $1.8M
Ironwood Wealth Management, LLC. 0.58% Reduce -5.7% 74,989 $1.7M
KMG Fiduciary Partners, LLC 0.12% No change 74,837 $1.7M
Aspen Investment Management Inc 0.67% No change 74,805 $1.7M
Wilkins Miller Wealth Management, LLC 1.08% Add +6.3% 74,846 $1.7M
Evanson Asset Management, LLC 0.10% No change 74,607 $1.7M
FAS Wealth Partners, Inc. 0.12% Reduce -2.1% 73,984 $1.7M
Brickley Wealth Management 0.30% Reduce -0.2% 73,348 $1.7M
Private Capital Management, LLC 0.16% Add +0.7% 72,958 $1.7M
SGL Investment Advisors, Inc. 0.71% Add +27.2% 70,796 $1.7M
CoreCap Advisors, LLC 0.06% Reduce -27.1% 72,320 $1.7M
FinDec Wealth Services, Inc. 1.74% Reduce -1.9% 72,176 $1.7M
Cynosure Group, LLC 0.18% No change 71,193 $1.7M
Ameritas Investment Partners, Inc. 0.05% Reduce -0.1% 70,676 $1.6M
Diversified Trust Co. 0.03% Add +49.9% 70,612 $1.6M
HRT Financial LP 0.01% New 70,314 $1.6M
Great Waters Wealth Management 0.19% Reduce -0.5% 68,423 $1.6M
One Capital Management, LLC 0.05% Reduce -10.4% 68,042 $1.6M
FDx Advisors, Inc. 0.47% Reduce -1.2% 66,648 $1.6M
Diversified Investment Strategies, LLC 1.04% Reduce -5.5% 67,943 $1.6M
Fiducient Advisors LLC 0.18% Reduce -49.5% 67,682 $1.6M
Pathstone Holdings, LLC 0.01% Reduce -0.1% 66,988 $1.6M
Citigroup Inc. 0.00% Add +92.6% 65,701 $1.5M
Apella Capital, LLC 0.03% Add +1.5% 64,526 $1.5M
Evermay Wealth Management LLC 0.17% Reduce -0.3% 65,069 $1.5M
Mascagni Wealth Management, Inc. 1.16% Add +15.2% 64,687 $1.5M
Koss-Olinger Consulting, LLC 0.12% Add +3.5% 67,731 $1.5M
Dorsey & Whitney Trust CO LLC 0.08% Reduce -2.9% 64,112 $1.5M
Greenhouse Wealth Management, LLC 0.89% No change 63,791 $1.5M
Abacus Planning Group, Inc. 0.20% Add +0.3% 63,490 $1.5M
White Pine Investment CO 0.35% Reduce -2.3% 62,913 $1.5M
TFO Wealth Partners, LLC 0.24% Reduce -1.2% 62,630 $1.5M
Thompson Investment Management, Inc. 0.19% Add +3.8% 62,500 $1.5M
Planned Solutions, Inc. 0.50% Add +1.5% 62,197 $1.4M
Sei Investments Co. 0.00% Add +0.3% 62,121 $1.4M
Advyzon Investment Management, LLC 0.25% Add +23.5% 61,977 $1.4M
SteelPeak Wealth, LLC 0.05% Add +1.5% 61,753 $1.4M
NorthRock Partners, LLC 0.03% Reduce -6.5% 61,523 $1.4M
Anchor Investment Management, LLC 0.12% Reduce -0.1% 61,227 $1.4M
Alaska Wealth Advisors, LLC 0.19% Add +3.6% 61,171 $1.4M
Westmount Partners, LLC 0.37% Add +0.2% 60,240 $1.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.47% Add +5.1% 58,510 $1.4M
Abound Wealth Management 0.35% Reduce -2.1% 59,755 $1.4M
Sigma Planning Corp 0.04% Add +2.7% 59,692 $1.4M
Asset Dedication, LLC 0.09% Reduce -6.3% 59,103 $1.4M
Revisor Wealth Management LLC 0.47% Add +158.5% 58,511 $1.4M
WJ Financial Advisors LLC 1.33% — 58,831 $1.4M
Brio Consultants, LLC 0.19% Reduce -6.0% 58,754 $1.4M
Earned Wealth Advisors, LLC 0.22% Reduce -8.7% 58,594 $1.4M
Principal Securities, Inc. 0.02% Add +4.3% 58,181 $1.4M
Keel Point, LLC 0.08% Reduce -1.0% 58,091 $1.4M
Smallwood Wealth Investment Management, LLC 0.69% No change 57,882 $1.3M
Traction Financial Partners, LLC 0.83% No change 57,772 $1.3M
Wealthcare Advisory Partners LLC 0.03% Add +11.6% 57,695 $1.3M
EverSource Wealth Advisors, LLC 0.05% Add +825.3% 57,186 $1.3M
Klingman & Associates, LLC 0.07% Reduce -2.7% 57,141 $1.3M
Sunburst Financial Group, LLC 0.28% Reduce -2.9% 56,852 $1.3M
Independent Financial Group, LLC 0.03% Add +4.3% 56,829 $1.3M
Brown Advisory Inc. 0.00% Add +1.9% 56,388 $1.3M
Frisco Financial Planning LLC 1.12% Reduce -4.1% 56,265 $1.3M
Rossmore Private Capital 0.14% No change 56,094 $1.3M
Heartwood Wealth Advisors LLC 0.12% Add +7.6% 56,044 $1.3M
Lyell Wealth Management, LP 0.10% Reduce -0.1% 56,036 $1.3M
Ritholtz Wealth Management 0.03% Add +1.9% 55,759 $1.3M
Larson Financial Group LLC 0.05% Reduce -15.0% 55,582 $1.3M
Fortress Wealth Management, Inc. 0.57% Add +0.7% 55,490 $1.3M
Weaver Capital Management LLC 0.28% Reduce -2.9% 55,446 $1.3M
Access Financial Services, Inc. 0.47% Add +2.6% 55,230 $1.3M
Northwest Capital Management Inc 1.34% Reduce -91.0% 54,854 $1.3M
Code Waechter LLC 0.83% Reduce -6.8% 54,572 $1.3M
J.W. Cole Advisors, Inc. 0.02% Add +77.6% 53,673 $1.2M
Verus Wealth Management, LLC 1.16% Reduce -11.6% 53,538 $1.2M
Sigma Investment Counselors Inc. 0.06% Reduce -1.2% 53,452 $1.2M
Continuum Advisory, LLC 0.13% Add +12.6% 53,398 $1.2M
American Investment Services, Inc. 0.30% No change 53,224 $1.2M
Fairview Capital Investment Management, LLC 0.06% Reduce -0.1% 53,082 $1.2M
Cooper/Haims Advisors, LLC 0.58% Reduce -2.1% 52,986 $1.2M
Coastwise Capital Group, LLC 0.87% Add +56.2% 52,919 $1.2M
Brookstone Capital Management 0.01% Add +21.5% 52,589 $1.2M
BNP Paribas Financial Markets 0.00% New 51,645 $1.2M
Spinnaker Investment Group, LLC 0.22% Add +25.9% 51,364 $1.2M
Fonville Wealth Management LLC 0.27% Reduce -2.7% 51,279 $1.2M
IFG Advisory, LLC 0.05% Add +7.7% 51,166 $1.2M
Citrine Capital LLC 0.55% No change 50,818 $1.2M
Wilson & Boucher Capital Management, LLC 0.77% Reduce -4.2% 50,258 $1.2M
Flputnam Investment Management Co. 0.02% Reduce -0.3% 49,942 $1.2M
Madden Advisory Services, Inc. 0.49% Reduce -0.5% 49,804 $1.2M
Watershed Private Wealth LLC 0.37% Reduce -2.8% 49,754 $1.2M
Flagship Harbor Advisors, LLC 0.05% Reduce -45.5% 49,583 $1.2M
Capital Group Private Client Services, Inc. 0.02% New 49,031 $1.1M
Fagan Associates, Inc. 0.16% Add +2.4% 48,958 $1.1M
Aspen Grove Capital, LLC 0.19% No change 48,935 $1.1M
James Investment Research, Inc. 0.12% Add +20.4% 48,375 $1.1M
Squarepoint Ops LLC 0.00% Reduce -65.7% 48,203 $1.1M
Cascade Financial Partners, LLC 0.13% No change 48,144 $1.1M
Victory Financial Group, LLC 0.15% New 47,887 $1.1M
Laffer Tengler Investments, Inc. 0.21% Reduce -3.6% 47,759 $1.1M
Geometric Wealth Advisors 0.15% Reduce -2.4% 47,243 $1.1M
Clay Northam Wealth Management, LLC 0.63% Reduce -5.1% 47,228 $1.1M
Arbor Capital Management Inc. 0.87% Add +3.7% 46,103 $1.1M
Ballentine Partners, LLC 0.01% No change 46,427 $1.1M
Gould Asset Management LLC 0.20% Add +3.2% 46,410 $1.1M
Lewis Asset Management, LLC 0.44% Reduce -1.1% 46,259 $1.1M
Quadcap Wealth Management, LLC 0.13% Reduce -2.0% 45,927 $1.1M
Hardin Capital Partners, LLC 0.57% Add +15.4% 45,825 $1.1M
Meeder Advisory Services, Inc. 0.05% Add +11.1% 45,612 $1.1M
Capital Investment Advisors, LLC 0.02% Add +16.5% 45,266 $1.1M
Strategic Investment Solutions, Inc. 0.28% No change 45,247 $1.1M
Wernau Asset Management Inc. 1.09% No change 45,246 $1.1M
Pflug Koory, LLC 0.50% Add +8.8% 45,055 $1.0M
Blue Zone Wealth Advisors, LLC 0.21% Add +345.1% 45,003 $1.0M
Avant Financial Advisors LLC 0.79% Reduce -5.8% 44,761 $1.0M
SevenBridge Financial Group, LLC 0.17% Reduce -7.1% 42,587 $1.0M
Bfsg, LLC 0.10% Reduce -0.3% 44,375 $1.0M
LTG Capital LLC 0.80% No change 43,553 $1.0M
Primoris Wealth Advisors, LLC 0.64% Add +1.7% 43,046 $1.0M
Ironwood Financial, llc 0.18% Reduce -6.5% 42,928 $999K
Cabot Wealth Management Inc. 0.11% Reduce -1.9% 42,658 $993K
CFS Investment Advisory Services, LLC 0.07% Reduce -5.6% 41,371 $987K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -0.2% 41,836 $974K
Smartleaf Asset Management LLC 0.06% Reduce -20.7% 41,325 $958K
Forum Financial Management, LP 0.01% Add +7.7% 40,962 $954K
Fielder Capital Group LLC 0.22% No change 40,959 $954K
Cardiff Park Advisors, LLC 0.07% Add +2.3% 40,808 $950K
Mesirow Financial Investment Management, Inc. 0.02% Reduce 0.0% 40,764 $949K
GK Wealth Management LLC 0.70% New 40,748 $949K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -0.6% 40,722 $948K
Murphy, Middleton, Hinkle & Parker, Inc. 0.46% Add +0.4% 40,703 $948K
FineMark National Bank & Trust 0.03% No change 40,482 $942K
Successful Portfolios LLC 0.55% Add +0.0% 40,480 $942K
Summit Trail Advisors, LLC 0.01% No change 40,408 $941K
Nations Financial Group Inc, /Ia/ 0.06% Add +17.1% 40,336 $939K
Capital Investment Advisory Services, LLC 0.07% Add +7.2% 40,280 $938K
Greenline Partners, LLC 0.11% Add +0.0% 40,101 $934K
Black Cypress Capital Management, LLC 0.70% Add +2.5% 40,025 $932K
NewEdge Wealth, LLC 0.01% Reduce -0.0% 39,309 $931K
Acorn Wealth Advisors, LLC 0.29% Add +4.2% 39,859 $928K
Franklin Resources Inc. 0.00% No change 39,724 $925K
Vantage Financial Partners, LLC 0.19% Reduce -3.4% 39,265 $914K
Dakota Wealth Management 0.02% Reduce -61.5% 39,025 $909K
Capasso Planning Partners LLC 0.57% Reduce -14.9% 38,952 $907K
Coordinated Financial Services, Inc. 0.59% Reduce -3.0% 38,838 $904K
Princeton Global Asset Management LLC 0.15% No change 38,746 $902K
RMR Wealth Builders 0.08% Reduce -6.3% 38,529 $897K
Mayflower Financial Advisors, LLC 0.11% No change 38,528 $897K
Cambria Investment Management, L.P. 0.05% New 38,342 $893K
Empowered Funds, LLC 0.01% New 38,342 $893K
Ausdal Financial Partners, Inc. 0.04% Add +12.6% 38,319 $892K
Holderness Investments Co. 0.18% Add +35.1% 37,927 $883K
Twele Capital Management, Inc. 0.16% Reduce -1.4% 37,816 $880K
Emergent Wealth Advisors, LLC 0.51% Reduce -0.1% 37,546 $874K
Shakespeare Wealth Management, LLC 0.20% No change 37,098 $864K
Equitable Holdings, Inc. 0.01% Add +7.0% 36,530 $850K
Harbour Investment Management LLC 0.37% No change 36,516 $850K
Archer Investment Management, LLC 0.52% Reduce -6.2% 36,338 $846K
FF Advisors,LLC 0.40% No change 36,307 $845K
Biltmore Family Office, LLC 0.12% No change 36,188 $842K
Oppenheimer Asset Management Inc. 0.01% Add +49.0% 36,080 $840K
Monograph Wealth Advisors, LLC 0.08% No change 36,037 $839K
Manuka Financial, LLC 0.52% No change 35,960 $837K
Brucke Financial, Inc. 0.49% Reduce -9.7% 35,069 $833K
Rossby Financial, LCC 0.28% Reduce -9.8% 35,285 $828K
Elevation Wealth Partners, LLC 0.30% Add +0.9% 35,509 $827K
Root Financial Partners, LLC 0.05% Add +78.7% 35,430 $825K
Valued Retirements, Inc. 0.93% No change 37,309 $825K
Carnegie Investment Counsel 0.02% Add +0.5% 35,299 $822K
Wolff Financial Management LLC 0.19% No change 34,784 $810K
Villere St Denis J & Co. LLC 0.08% No change 34,670 $807K
Keybank National Association 0.00% Add +3.1% 34,495 $803K
Tidal Investments LLC 0.00% New 34,154 $795K
Pineridge Advisors LLC 0.23% Add +0.6% 34,029 $792K
Seed Wealth Management, Inc. 0.55% No change 33,940 $790K
Front Row Advisors LLC 0.27% No change 33,877 $789K
Rehmann Capital Advisory Group 0.04% Reduce -0.5% 33,678 $784K
CWA Asset Management Group, LLC 0.03% Reduce -0.0% 33,546 $781K
NDVR, Inc. 0.65% Reduce -1.0% 33,408 $778K
Brass Tax Wealth Management, Inc. 0.13% Add +3.2% 33,353 $776K
Lifeworks Advisors, LLC 0.10% Reduce -19.7% 33,256 $774K
Crescent Sterling, Ltd. 0.81% Add +3.5% 33,031 $769K
FWG Investments, LLC. 0.53% Reduce -3.7% 32,919 $766K
Versant Capital Management, Inc 0.10% Reduce -0.5% 32,844 $765K
Coldstream Capital Management Inc. 0.01% Add +7.1% 32,521 $757K
Claro Advisors Inc. 0.11% Add +3.1% 32,499 $757K
Beaird Harris Wealth Management, LLC 0.05% Reduce -8.1% 32,472 $756K
Pennington Partners & Co., LLC 0.36% New 32,424 $755K
Granite Investment Partners, LLC 0.04% No change 32,423 $755K
Plan A Wealth LLC 0.38% Add +39.7% 32,375 $754K
Jim Saulnier & Associates, LLC 0.42% Add +71.2% 32,198 $750K
Single Point Partners, LLC 0.15% No change 31,815 $741K
Bcwm, LLC 0.22% Reduce -0.0% 31,768 $740K
Carolina Wealth Advisors, LLC 0.32% Reduce -79.2% 31,660 $737K
Mather Group, Llc. 0.01% Add +0.3% 31,552 $735K
Stone Summit Wealth LLC 0.21% Reduce -11.8% 31,432 $732K
Meridian Financial Advisors, LLC 0.41% Add +70.7% 31,300 $729K
Alesco Advisors, LLC, An ESL Co 0.02% Add +2.3% 31,293 $729K
CreativeOne Wealth, LLC 0.02% Reduce -0.4% 31,186 $726K
Basepoint Wealth LLC 0.51% No change 31,161 $725K
Broadview Financial Management, LLC 0.49% No change 31,156 $725K
LFA - Lugano Financial Advisors SA 0.38% No change 31,104 $724K
Clarity Capital Advisors, LLC 0.39% No change 30,830 $718K
Quadrant Private Wealth Management, LLC 0.13% Add +1.1% 30,826 $718K
Centaurus Financial, Inc. 0.03% Add +7.0% 30,699 $715K
Integral Investment Advisors, Inc. 0.19% No change 30,640 $713K
Brown Brothers Harriman & Co. 0.00% Reduce -50.0% 30,536 $711K
Signature Estate & Investment Advisors LLC 0.01% Add +2.5% 30,231 $704K
Prospera Capital Management, LLC 0.34% No change 30,206 $703K
Pacific Asset Management, LLC 0.48% No change 30,174 $702K
Baldwin Investment Management, LLC 0.08% No change 30,153 $702K
Beacon Capital Management, LLC 0.10% Add +59.1% 30,139 $702K
Market Street Wealth Management Advisors LLC 0.11% No change 30,125 $701K
American Trust 0.06% Add +41.6% 30,115 $701K
Mairs & Power Inc. 0.01% No change 30,000 $698K
Obsidian Cio, LLC 0.09% Add +15.8% 29,952 $697K
United Advisor Group, LLC 0.09% Add +47.6% 29,899 $696K
MBL Wealth, LLC 0.06% Add +0.6% 29,846 $695K
Pathway Financial Advisors LLC 0.09% No change 29,488 $686K
Legacy Bridge, LLC 0.28% No change 29,376 $684K
Fisher Asset Management 0.00% Add +89.4% 29,256 $681K
Ameritas Advisory Services, LLC 0.04% Add +5.7% 29,246 $681K
RCS Financial Planning, LLC 0.30% Add +37.2% 29,150 $679K
Davis Wealth Advisors, LLC 0.61% No change 29,125 $678K
Total Clarity Wealth Management, Inc. 0.18% Reduce -2.8% 29,109 $678K
Oxford Financial Group, LTD. LLC 0.04% No change 29,094 $677K
Ranch Capital Advisors Inc. 0.26% Reduce -6.8% 29,088 $677K
Accel Wealth Management 0.20% Reduce -4.6% 29,080 $677K
Sunbelt Securities, Inc. 0.05% Add +398.6% 28,851 $672K
Lionshead Wealth Management, LLC 0.53% Add +6.6% 28,842 $671K
Wingate Wealth Advisors, Inc. 0.47% Add +3.6% 28,834 $671K
EdgeRock Capital LLC 0.19% New 28,775 $670K
Ehrlich Financial Group 0.40% Add +0.7% 28,630 $666K
Flower City Capital 0.36% Reduce -0.0% 28,556 $665K
AAF Wealth Management, LLC 0.30% No change 28,256 $658K
Oldfather Financial Services, LLC 0.20% Add +0.9% 28,212 $657K
Investment Advisory Group, LLC 0.18% Add +12.7% 28,185 $656K
Bowman & Co S.C. 0.28% Add +3.9% 28,168 $656K
Level Four Advisory Services, LLC 0.02% No change 28,052 $653K
Investment Partners Asset Management, Inc. 0.43% Reduce -34.4% 28,051 $653K
Sage Mountain Advisors LLC 0.04% No change 28,000 $652K
Acorn Financial Advisory Services Inc. 0.10% Add +0.3% 27,900 $650K
Massachusetts Financial Services Co. 0.00% Add +54.3% 27,611 $643K
Bensler, LLC 0.07% Reduce -4.4% 27,599 $643K
Simon Quick Advisors, LLC 0.03% Reduce -11.9% 27,564 $642K
Lighthouse Wealth Management Inc. 0.52% New 27,549 $641K
M. Kulyk & Associates, LLC 0.13% New 27,383 $637K
Aspiriant, LLC 0.02% New 27,326 $636K
Laird Norton Wetherby Wealth Management, LLC 0.03% No change 27,286 $635K
DecisionMap Wealth Management, LLC 0.41% Reduce -0.6% 27,246 $634K
Essential Partners LLC 0.21% Reduce -0.6% 27,006 $629K
Sterling Investment Management, LLC 0.38% Reduce -4.2% 26,893 $626K
Glenmede Investment Management, LP 0.00% Reduce -6.5% 26,837 $625K
Stockman Wealth Management, Inc. 0.08% Reduce -1.7% 26,795 $624K
FMB Wealth Management 0.26% No change 26,752 $623K
Collective Family Office LLC 0.15% No change 26,690 $621K
Joule Financial, LLC 0.19% Reduce -3.9% 26,550 $618K
Abc Arbitrage SA 0.06% New 26,416 $615K
Flaharty Asset Management, LLC 0.08% New 26,396 $614K
Pinnacle Associates Ltd. 0.01% Add +0.8% 26,267 $611K
Independent Advisor Alliance 0.02% Reduce -0.2% 26,258 $611K
Kera Capital Partners, Inc. 0.09% Add +10.8% 26,206 $610K
Bridgewater Advisors Inc. 0.04% Reduce -5.6% 25,867 $610K
Financial Synergies Wealth Advisors, Inc. 0.06% Reduce -1.9% 26,146 $609K
Weik Capital Management 0.23% Add +1.0% 26,035 $606K
Colton Groome Financial Advisors, LLC 0.18% No change 25,902 $603K
Values Added Financial LLC 0.27% No change 25,669 $598K
Palisade Asset Management, LLC 0.06% No change 25,452 $593K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.1% 25,351 $590K
Lowe Brockenbrough & Co. Inc. 0.03% Reduce -21.8% 25,297 $589K
Clear Investment Research, LLC 0.79% Reduce -5.7% 25,206 $587K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.0% 25,158 $586K
Madison Asset Management, LLC 0.01% No change 25,140 $585K
PFG Advisors 0.02% New 25,131 $585K
Ifrah Financial Services, Inc. 0.15% Reduce -1.4% 24,982 $582K
Plancorp, LLC 0.02% Reduce -0.7% 24,919 $580K
TCI Wealth Advisors, Inc. 0.03% Reduce -1.9% 24,788 $577K
Guardian Wealth Advisors, LLC 0.33% Reduce -3.8% 24,732 $576K
Becker Capital Management Inc. 0.02% No change 24,646 $574K
Proffitt & Goodson Inc. 0.08% Reduce -2.4% 24,643 $574K
First Trust Advisors LP 0.00% Add +0.0% 24,583 $572K
Vishria Bird Financial Group, LLC 0.11% No change 24,476 $570K
SLT Holdings LLC 0.38% New 24,448 $569K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +12.6% 24,443 $569K
Stratos Wealth Partners, LTD. 0.01% Add +35.0% 24,082 $561K
Sovereign Financial Group, Inc. 0.10% No change 24,060 $560K
Three Bridge Wealth Advisors, LLC 0.14% No change 24,002 $559K
KCM Investment Advisors LLC 0.02% No change 23,592 $549K
Sachem Hill LLC 0.11% Reduce -5.5% 23,467 $546K
New England Private Wealth Advisors LLC 0.07% Add +10.1% 23,360 $544K
Silver Oak Securities, Incorporated 0.04% Add +6.6% 22,969 $535K
ETF Store, Inc. 0.56% Add +5.8% 22,815 $531K
Portside Wealth Group, LLC 0.07% Add +0.2% 22,645 $527K
Kingswood Wealth Advisors, LLC 0.03% Add +52.9% 22,623 $527K
Luts & Greenleigh Group, Inc. 0.47% No change 22,617 $527K
Coppell Advisory Solutions LLC 0.06% Add +1.4% 22,695 $526K
LBMC Investment Advisors, LLC 0.03% Reduce -15.1% 22,484 $523K
waypoint wealth counsel 0.21% Reduce -5.1% 22,473 $523K
Vista Capital Partners, Inc. 0.05% Reduce -3.8% 22,340 $520K
International Assets Investment Management, LLC 0.04% No change 23,548 $520K
Plante Moran Financial Advisors, LLC 0.03% Add +131.7% 22,321 $520K
Kestra Private Wealth Services, LLC 0.01% Add +40.9% 22,300 $519K
Vermillion Wealth Management, Inc. 0.14% Reduce -1.8% 22,182 $516K
VSM Wealth Advisory, LLC 0.16% Reduce -23.9% 22,101 $515K
Blue Bell Private Wealth Management, LLC 0.08% Add +6.3% 22,035 $513K
Private Trust Co. NA 0.05% Reduce -2.2% 21,955 $511K
Lloyd Advisory Services, LLC. 0.24% Reduce -32.2% 21,891 $510K
Sentinel Pension Advisors, LLC 0.08% Reduce -2.7% 21,879 $509K
First Manhattan Co. Llc. 0.00% Add +2.8% 21,797 $507K
Guardian Wealth Advisors, LLC / NC 0.03% Add +2.3% 21,793 $507K
Gallagher Fiduciary Advisors, LLC 0.02% Add +0.7% 21,777 $507K
Greenwood Gearhart LLC 0.03% Add +0.4% 21,708 $505K
Cordant, Inc. 0.23% No change 21,683 $505K
MidAtlantic Capital Management, Inc. 0.34% No change 21,644 $504K
Regal Investment Advisors LLC 0.03% Reduce -0.5% 21,523 $501K
Mayport, LLC 0.11% Add +27.4% 21,493 $500K
Signature Resources Capital Management, LLC 0.27% Reduce -0.8% 21,468 $500K
DAVENPORT & Co LLC 0.00% Add +2.6% 21,467 $500K
Key Financial Inc 0.09% No change 21,267 $499K
Robertson Stephens Wealth Management, LLC 0.01% Add +4.4% 21,393 $498K
Advisor OS, LLC 0.04% Reduce -7.7% 21,386 $498K
Mayfair Advisory Group, LLC 0.21% Add +3.0% 21,311 $496K
Crewe Advisors LLC 0.05% No change 21,249 $495K
Washington Trust Advisors, Inc. 0.04% No change 21,228 $494K
StoneX Group Inc. 0.02% Add +9.4% 21,221 $494K
Certior Financial Group, LLC 0.33% Reduce -6.5% 21,068 $490K
MeadowBrook Investment Advisors LLC 0.43% Reduce -0.7% 21,018 $489K
Crestwood Advisors Group, LLC 0.01% No change 20,986 $489K
REDW Wealth LLC 0.18% Reduce -0.1% 20,967 $488K
Westshore Wealth, LLC 0.17% Add +0.2% 20,864 $486K
Aspect Partners, LLC 0.22% Reduce -1.3% 20,761 $483K
Goldstein Advisors, LLC 0.06% Add +6.3% 20,685 $482K
&partners 0.00% Add +13.4% 20,662 $481K
Worth Asset Management, LLC 0.21% Add +37.6% 20,504 $477K
Baker Avenue Asset Management, LP 0.01% New 20,500 $477K
Birchbrook, Inc. 0.25% No change 20,393 $475K
Wealthcare Capital Management LLC 0.05% Add +5.7% 20,389 $475K
Glass Jacobson Investment Advisors llc 0.17% Add +5.8% 20,381 $474K
Transcend Capital Advisors, LLC 0.03% No change 20,229 $471K
Sterling Investment Advisors, Ltd. 0.09% No change 20,206 $470K
Heritage Wealth Management, Inc. 0.32% Add +5.1% 20,188 $470K
Willis Johnson & Associates, Inc. 0.03% Reduce -38.4% 20,184 $470K
Astra Wealth Partners LLC 0.33% No change 20,080 $467K
Wescott Financial Advisory Group, LLC 0.04% No change 20,016 $466K
Quadrature Capital Ltd 0.01% New 19,995 $466K
Westbourne Investments, Inc. 0.22% Add +4.1% 19,394 $466K
WealthPLAN Partners, LLC 0.07% Reduce -0.4% 19,951 $464K
Everhart Financial Group, Inc. 0.05% Add +68.6% 19,890 $463K
SOL Capital Management CO 0.04% Reduce -45.8% 19,850 $462K
HUB Investment Partners, LLC 0.02% Reduce -7.3% 19,736 $459K
CWC Advisors, LLC. 0.22% Add +2.4% 19,699 $459K
Ade, LLC 0.23% New 19,627 $457K
Boston Trust Walden Corp 0.00% Add +47.5% 19,583 $456K
Cornerstone Wealth Group, LLC 0.03% Reduce -1.4% 19,534 $455K
Elevated Capital Advisors, LLC 0.11% Add +85.4% 19,482 $454K
John Boyer, Inc. 0.45% — 19,449 $453K
Fearless Solutions, LLC dba Best Invest 0.29% No change 19,420 $452K
Jacobs & Co. 0.04% No change 19,362 $450K
National Bank of Canada 0.00% Add +2.3% 19,267 $449K
Uptick Partners, LLC 0.12% Add +4.8% 19,086 $444K
Castle Wealth Management LLC 0.15% Reduce -2.2% 18,982 $442K
Midwest Financial Group LLC 0.21% Add +7.4% 18,937 $441K
Marshall Financial Group, LLC 0.09% No change 18,933 $441K
GM Advisory Group, LLC 0.02% No change 18,800 $438K
Keystone Wealth Services, LLC 0.10% Add +14.6% 18,794 $438K
DDD Partners, LLC 0.03% New 18,774 $437K
Bright Futures Wealth Management, LLC. 0.34% — 18,721 $436K
Visionary Horizons, LLC 0.24% New 18,708 $436K
Atlantic Union Bankshares Corp 0.01% Reduce -0.0% 18,666 $435K
Tower Research Capital LLC (TRC) 0.01% Reduce -53.3% 18,626 $434K
Parkside Financial Bank & Trust 0.03% Reduce -5.9% 18,610 $433K
Wealth Preservation Advisors, LLC 0.25% No change 18,484 $430K
One Charles Private Wealth Services, LLC 0.11% New 18,390 $428K
ORBA Wealth Advisors, L.L.C. 0.35% Add +0.5% 18,378 $428K
Fiduciary Financial Group, LLC 0.07% Add +14.9% 18,366 $428K
Sound Income Strategies, LLC 0.02% Reduce -4.2% 18,204 $427K
Pine Valley Investments Ltd Liability Co 0.02% Add +24.9% 18,344 $427K
Creekmur Asset Management LLC 0.07% No change 18,323 $427K
Haverford Trust Co 0.00% Reduce -0.6% 18,294 $426K
Well Done, LLC 0.07% No change 18,260 $425K
Family Investment Center, Inc. 0.09% No change 18,255 $425K
Everett Harris & Co. 0.01% No change 18,156 $423K
Mach-1 Financial Group, LLC 0.07% New 18,136 $422K
Integrity Advisory Solutions, LLC 0.07% — 18,136 $422K
Peterson Wealth Advisors, LLC 0.06% Reduce -0.3% 17,899 $422K
Darrow Company, Inc. 0.19% No change 17,675 $418K
Silver Oak Advisory Group, Inc. 0.19% No change 17,998 $418K
Aviance Capital Partners, LLC 0.05% No change 17,944 $418K
Morton Brown Family Wealth, LLC 0.12% No change 17,884 $416K
Dunhill Financial, LLC 0.14% Reduce -11.0% 17,863 $416K
Sawgrass Asset Management LLC 0.05% Add +2.5% 17,839 $415K
YHB Investment Advisors, Inc. 0.03% Add +16.7% 17,831 $415K
Capital Planning LLC 0.12% Reduce -39.1% 17,819 $415K
Moneywise, Inc. 0.19% Reduce -3.5% 17,791 $414K
Ogorek Anthony Joseph /NY/ 0.12% Add +131.8% 17,602 $409K
Capstone Wealth Management Group LLC 0.26% Add +82.4% 17,466 $407K
SRH Advisors, LLC 0.12% Add +20.5% 17,465 $407K
Fragasso Financial Advisors Inc 0.03% Reduce -0.8% 17,012 $404K
SIMA Wealth Partners, LLC 0.31% Reduce -1.3% 17,277 $402K
Integrated Investment Consultants, LLC 0.07% Add +0.0% 17,263 $402K
Smart Portfolios, LLC 0.39% Add +0.1% 17,225 $401K
Burling Wealth Partners, LLC 0.07% Reduce -1.7% 17,157 $399K
PDS Planning, Inc 0.03% Reduce -19.0% 17,155 $399K
Mosaic Family Wealth Partners, LLC 0.05% No change 17,200 $399K
Cutler Investment Counsel LLC 0.04% New 17,122 $399K
True Freedom Investing, LLC 0.14% Add +68.5% 17,075 $398K
Heritage Investors Management Corp. 0.01% Add +1.1% 17,028 $396K
Arkansas Financial Group, Inc. 0.06% Add +22.6% 16,997 $396K
25 LLC 0.13% Add +0.3% 16,888 $393K
Colorado Capital Management, Inc. 0.15% Add +1.0% 16,864 $393K
Hancock Whitney Corp. 0.01% Reduce -16.3% 16,798 $391K
Stratos Investment Management, LLC 0.02% New 16,772 $390K
Global Wealth Strategies & Associates 0.10% Add +471.9% 16,745 $390K
Eaton Financial Holdings Company, LLC 0.11% New 16,695 $389K
Galvin, Gaustad & Stein, LLC 0.03% No change 16,652 $388K
Gutierrez Wealth Advisory, LLC 0.25% No change 16,633 $387K
Modus Advisors, LLC 0.10% No change 16,574 $386K
MCF Advisors LLC 0.02% Add +10.0% 16,554 $385K
Mission Creek Capital Partners, Inc. 0.08% Reduce -4.8% 27,858 $385K
AMG National Trust Bank 0.01% No change 16,470 $383K
Two Sigma Securities, LLC 0.06% New 16,250 $378K
Keystone Financial Group 0.03% No change 16,232 $378K
Stevens Capital Partners 0.11% Add +22.4% 16,195 $377K
Busey Bank 0.01% No change 16,179 $377K
NewSquare Capital LLC 0.03% Reduce -0.1% 16,146 $376K
Syon Capital LLC 0.02% No change 16,113 $375K
Hutchens & Kramer Investment Management Group, LLC 0.15% Reduce -1.8% 16,059 $374K
Marietta Investment Partners LLC 0.07% Reduce -24.9% 16,044 $374K
QRG Capital Management, Inc. 0.00% Reduce -42.0% 16,000 $372K
Rainier Family Wealth Inc. 0.33% No change 15,982 $372K
Potentia Wealth 0.14% No change 15,982 $372K
Cullen/Frost Bankers, Inc. 0.00% Add +11.6% 15,866 $369K
Resonant Capital Advisors, LLC 0.02% New 15,859 $369K
D.A. Davidson & Co. 0.00% Reduce -4.0% 15,806 $368K
Hurlow Wealth Management Group, Inc. 0.10% Reduce -2.7% 15,777 $367K
Tiemann Investment Advisors, LLC 0.14% No change 15,746 $367K
Bigelow Investment Advisors, LLC 0.15% Reduce -1.8% 15,741 $366K
Canopy Partners, LLC 0.12% No change 15,675 $365K
Advisory Alpha, LLC 0.01% No change 15,472 $364K
Accredited Investors Inc. 0.02% Add +5.8% 15,581 $363K
Disciplined Investors, L.L.C. 0.26% Reduce -2.7% 15,489 $361K
Golden State Wealth Management, LLC 0.04% Reduce -5.7% 15,378 $358K
Sachetta, LLC 0.13% Reduce -8.1% 15,302 $356K
Signal Advisors Wealth, LLC 0.03% Reduce -17.9% 15,298 $356K
Pinnacle Wealth Planning Services, Inc. 0.04% No change 15,262 $355K
Essex Bank 0.08% No change 15,201 $354K
Prospera Financial Services Inc 0.01% Add +13.5% 15,107 $352K
HCR Wealth Advisors 0.04% No change 14,948 $352K
M Holdings Securities, Inc. 0.07% New 15,097 $351K
Chesley Taft & Associates LLC 0.01% Add +13.9% 15,069 $351K
Lutz Financial Services LLC 0.03% No change 14,938 $348K
Joseph P. Lucia & Associates, LLC 0.13% No change 14,907 $347K
Manske Wealth Management 0.11% Reduce -0.0% 14,901 $347K
VCI Wealth Management LLC 0.10% Add +9.0% 14,873 $346K
Northwest Wealth Management, LLC 0.06% Reduce -0.1% 14,784 $344K
PFG Investments, LLC 0.02% Add +5.8% 14,722 $343K
Wetzel Investment Advisors, Inc. 0.15% New 14,691 $342K
49 Wealth Management, LLC 0.03% Add +11.2% 14,684 $342K
Satovsky Asset Management LLC 0.07% No change 14,611 $340K
Pallas Capital Advisors LLC 0.01% Reduce -5.3% 14,510 $338K
Builder Investment Group Inc. 0.08% Reduce -0.4% 14,482 $337K
Burton Enright Welch 0.05% Reduce -6.5% 14,456 $337K
Twelve Points Wealth Management LLC 0.08% No change 14,444 $336K
JDM Financial Group LLC 0.14% Add +339.8% 14,425 $336K
XY Planning Network, Inc. 0.11% No change 15,122 $334K
Assetmark, Inc. 0.00% Add +38.5% 14,246 $332K
Sovran Advisors, LLC 0.03% New 13,881 $330K
Arcadia Wealth Management, LLC 0.13% New 14,176 $330K
Sax Wealth Advisors, LLC 0.02% Add +7.9% 14,116 $329K
Linscomb Wealth, Inc. 0.01% Reduce -3.7% 14,116 $329K
Tocqueville Asset Management L.P. 0.00% Add +34.3% 14,057 $327K
Fiduciary Group, LLC 0.03% Reduce -3.8% 14,039 $327K
Lawson Kroeker Investment Management Inc. 0.06% No change 13,945 $325K
Sage Rhino Capital LLC 0.06% No change 13,932 $324K
Moneco Advisors, LLC 0.03% Reduce -0.7% 13,919 $324K
Cahaba Wealth Management, Inc. 0.02% Reduce -43.1% 13,835 $322K
Avity Investment Management Inc. 0.02% No change 13,800 $321K
Perritt Capital Management Inc 0.15% Add +2.1% 13,713 $319K
Howe & Rusling Inc. 0.02% Reduce -21.6% 13,600 $317K
Nicolet Bankshares Inc. 0.05% Reduce -4.2% 13,576 $316K
Smith Salley Wealth Management 0.02% No change 13,507 $314K
Werba Rubin Papier Wealth Management 0.05% No change 13,494 $314K
ONE Advisory Partners, LLC 0.10% Reduce -32.9% 13,508 $314K
Jacobi Capital Management LLC 0.02% No change 13,416 $312K
Comprehensive Money Management Services LLC 0.22% Reduce -11.7% 13,394 $312K
Ignite Planners, LLC 0.05% Add +1.9% 13,342 $311K
Shearwater Capital LLC 0.18% No change 13,328 $310K
Laurel Wealth Advisors LLC 0.04% Reduce -0.6% 13,313 $310K
Pacific Point Advisors, LLC 0.18% No change 13,303 $310K
Edgestream Partners, L.P. 0.01% New 13,223 $308K
Mengis Capital Management, Inc. 0.06% Add +0.2% 13,195 $307K
Sapient Capital LLC 0.00% Reduce -4.7% 13,146 $305K
IRON Financial LLC 0.15% No change 13,070 $304K
Astoria Portfolio Advisors LLC. 0.08% No change 12,820 $303K
Farnam Financial LLC 0.24% New 13,015 $303K
OMNI 360 Wealth, Inc. 0.17% Add +41.5% 12,992 $302K
Lathrop Investment Management Co. 0.06% Add +0.5% 12,975 $302K
BOS Asset Management, LLC 0.09% No change 12,936 $301K
Parkshore Wealth Management, Inc. 0.12% Reduce -0.4% 12,854 $299K
Regimen Wealth, LLC 0.09% No change 12,809 $298K
Strategic Wealth Investment Group, LLC 0.03% New 12,809 $298K
Consilium Wealth Advisory, LLC 0.11% Add +38.2% 12,718 $296K
LJI Wealth Management, LLC 0.05% No change 12,660 $295K
Lowe Wealth Advisors, LLC 0.11% Add +0.6% 12,631 $294K
Vernal Point Advisors, LLC 0.13% No change 12,620 $294K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Add +5.9% 12,577 $293K
Waterfront Wealth Inc. 0.06% Reduce -2.2% 12,368 $292K
First Foundation Advisors 0.01% No change 12,531 $292K
Hartline Investment Corp./ 0.03% Add +0.7% 12,514 $291K
JB Capital LLC 0.01% Add +35.4% 12,475 $290K
Macroview Investment Management LLC 0.22% Add +0.4% 12,452 $290K
Scott Capital Advisors, LLC 0.07% Add +11.4% 12,229 $289K
Vident Advisory, LLC 0.00% No change 12,424 $289K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -0.7% 12,379 $288K
Cobblestone Capital Advisors LLC 0.01% Reduce -3.7% 12,326 $287K
Founders Financial Securities LLC 0.02% Reduce -28.5% 12,320 $287K
Patten & Patten Inc. 0.02% Reduce -11.5% 12,275 $286K
Advisory Resource Group 0.05% Add +1.2% 12,217 $284K
Aspen Capital Management, LLC 0.07% Add +0.9% 12,184 $284K
Burt Wealth Advisors 0.07% Add +23.7% 12,149 $283K
Northstar Group, Inc. 0.04% No change 12,068 $281K
Ironwood Investment Counsel, LLC 0.04% Reduce -18.2% 12,038 $280K
BLB&B Advisors, LLC 0.01% Add +1.2% 11,972 $279K
RBA Wealth Management, LLC 0.10% Add +2.7% 11,888 $277K
IronBridge Private Wealth, LLC 0.09% No change 11,870 $276K
Panoramic Investment Advisors, LLC 0.16% Add +20.6% 11,859 $276K
Tritonpoint Wealth, LLC 0.02% No change 11,846 $276K
Strategic Equity Management 0.10% Reduce -5.2% 11,774 $274K
Sowell Financial Services LLC 0.01% Reduce -3.5% 11,637 $271K
Rollins Financial Advisors, LLC 0.04% No change 11,611 $270K
Tribridge Partners Financial LLC 0.12% No change 11,459 $270K
Advance Capital Management, Inc. 0.01% New 11,535 $269K
Manchester Financial Inc. 0.05% Reduce -5.4% 11,494 $268K
Paragon Capital Management Ltd 0.05% Reduce -1.6% 11,479 $267K
Walkner Condon Financial Advisors LLC 0.04% No change 11,462 $267K
GPS Wealth Strategies Group, LLC 0.03% Add +508.6% 11,459 $267K
Robinswood Financial LLC 0.09% No change 11,454 $267K
Pandora Wealth, Inc. 0.16% No change 11,400 $265K
Clarity Wealth Advisors, LLC 0.06% New 11,395 $265K
Journey Strategic Wealth LLC 0.01% No change 11,372 $265K
Curio Wealth, LLC 0.11% Add +1.0% 11,242 $262K
Calamos Wealth Management LLC 0.01% New 11,210 $261K
Blue Trust, Inc. 0.00% Reduce -11.8% 11,193 $261K
Fca Corp. 0.07% Reduce -42.3% 11,169 $260K
Journey Beyond Wealth, LLC 0.21% Add +13.7% 11,159 $260K
Davies Financial Advisors, Inc. 0.21% Add +3.1% 11,143 $259K
Marathon Strategic Advisors, LLC 0.21% Reduce -42.6% 11,105 $259K
Sprinkle Financial Consultants LLC 0.14% No change 11,087 $258K
Heck Capital Advisors, LLC 0.02% No change 11,047 $257K
Ethos Financial Group, LLC 0.02% Reduce -0.1% 11,037 $257K
Parsonex Advisory Services, Inc. 0.17% Reduce -0.5% 10,986 $256K
Spire Wealth Management 0.01% Add +12.1% 10,944 $255K
Wealth Advisors Northwest LLC 0.12% No change 10,920 $254K
Fifth Third Wealth Advisors LLC 0.01% New 10,914 $254K
First Pacific Financial 0.04% No change 10,908 $254K
Almanack Investment Partners, LLC. 0.04% New 10,903 $254K
Canvas Wealth Advisors, LLC 0.05% Reduce -1.1% 10,663 $253K
Balanced Wealth Group LLC 0.11% No change 11,452 $253K
Evolution Advisers, Inc. 0.11% Reduce -5.2% 10,747 $252K
Prudent Investors Network, Inc. 0.06% No change 10,822 $252K
Index Fund Advisors, Inc. 0.01% No change 10,796 $251K
Radnor Capital Management, LLC 0.04% No change 10,768 $251K
Waterloo Capital, L.P. 0.02% Add +0.8% 10,766 $251K
Sage Financial Group Inc. 0.02% Add +1.3% 10,664 $248K
Morris Financial Concepts, Inc. 0.09% No change 10,602 $247K
Whittier Trust Co. of Nevada Inc. 0.01% No change 10,368 $246K
Quent Capital, LLC 0.02% Reduce -8.4% 10,551 $246K
Everest Private Wealth 0.16% New 10,550 $246K
Hutchinson Capital Management 0.04% No change 10,451 $243K
Clifford Swan Investment Counsel LLC 0.01% New 10,426 $243K
Security National Bank 0.04% No change 10,399 $242K
Accretive Wealth Partners, LLC 0.07% No change 10,395 $242K
RMG Wealth Management LLC 0.03% Reduce -18.9% 10,228 $242K
Neuberger Berman Group LLC 0.00% No change 10,386 $242K
Landing Point Financial Group, LLC 0.13% Reduce -7.5% 10,369 $241K
Northwest Quadrant Wealth Management, LLC 0.05% No change 10,361 $241K
Gladstone Institutional Advisory LLC 0.01% New 10,348 $241K
Capstone Financial Advisors, Inc. 0.01% Reduce -55.6% 10,286 $239K
Cypress Wealth Services, LLC 0.04% Reduce -5.7% 10,271 $239K
Wood Tarver Financial Group, LLC 0.07% No change 10,264 $238K
Bellwether Advisors, LLC 0.04% No change 10,150 $236K
Trust Co. of Vermont 0.01% No change 10,094 $235K
Hamilton Point Investment Advisors, LLC 0.04% Add +200.8% 10,072 $234K
Peak Asset Management, LLC 0.04% Reduce -20.7% 10,034 $234K
Ironsides Asset Advisors, LLC 0.06% No change 10,000 $233K
Equita Financial Network, Inc. 0.08% Add +0.3% 9,957 $232K
Cary Street Partners Financial LLC 0.01% Reduce -0.6% 9,934 $231K
Joel Isaacson & Co., LLC 0.01% Reduce -17.8% 9,909 $231K
Lakeridge Wealth Management LLC 0.10% No change 9,902 $231K
Madison Park Capital Advisors, LLC 0.19% No change 9,862 $230K
Moss Adams Wealth Advisors LLC 0.02% No change 9,756 $227K
Stephens Inc. 0.00% No change 9,755 $227K
Annex Advisory Services, LLC 0.00% Reduce -25.6% 9,740 $227K
Hillcrest Wealth Advisors - NY, LLC 0.10% Reduce -2.0% 9,694 $226K
Mirador Capital Partners LP 0.03% New 9,644 $225K
Forza Wealth Management, LLC 0.09% No change 9,634 $224K
JGP Wealth Management, LLC 0.02% New 9,522 $224K
Main Street Research LLC 0.01% No change 9,606 $224K
Barnes Pettey Financial Advisors, LLC 0.12% No change 9,594 $223K
Maridea Wealth Management LLC 0.03% New 9,312 $222K
Lantern Wealth Advisors, LLC 0.12% Reduce -20.7% 11,492 $221K
Diversify Advisory Services, LLC 0.01% New 9,260 $221K
Raub Brock Capital Management LP 0.05% No change 9,466 $220K
Summitry LLC 0.01% New 9,384 $218K
Highland Capital Management, LLC 0.01% No change 9,382 $218K
Sage Capital Management, LLC 0.10% New 9,300 $217K
White Lighthouse Investment Management Inc. 0.03% Reduce -17.3% 9,288 $216K
Manning & Napier Advisors LLC 0.00% Reduce -3.3% 9,282 $216K
Platform Technology Partners 0.05% Reduce -19.5% 9,237 $215K
Stephenson & Company, Inc. 0.12% No change 9,207 $214K
Accredited Wealth Management, LLC 0.16% Reduce -65.1% 3,289 $213K
Drucker Wealth 3.0, LLC 0.04% Reduce -0.3% 9,119 $212K
Compass Financial Group, INC 0.03% No change 9,106 $212K
Lavaca Capital LLC 0.04% No change 9,087 $212K
RPS Advisory Solutions LLC 0.10% Reduce -16.1% 9,063 $211K
Vawter Financial, Ltd. 0.10% New 9,033 $210K
Greenleaf Trust 0.00% New 9,028 $210K
Relyea Zuckerberg Hanson LLC 0.02% Reduce -1.3% 8,999 $209K
Austin Private Wealth, LLC 0.02% Reduce -2.3% 8,968 $209K
Baker Tilly Wealth Management, LLC 0.05% New 8,966 $209K
Maia Wealth LLC 0.04% New 8,714 $209K
Greenup Street Wealth Management LLC 0.03% New 8,926 $208K
One Day In July LLC 0.02% New 8,900 $207K
J. L. Bainbridge & Co., Inc. 0.02% New 8,856 $206K
Medallion Wealth Advisors, LLC 0.07% Reduce -3.7% 8,810 $205K
Indie Asset Partners, LLC 0.27% New 8,783 $204K
Park Edge Advisors, LLC 0.05% New 8,772 $204K
Global Assets Advisory, LLC 0.06% New 8,760 $204K
Dahring | Cusmano LLC 0.15% New 8,759 $204K
Heritage Wealth Management, Inc. 0.06% New 8,741 $203K
Woodside Wealth Management LLC 0.16% No change 8,730 $203K
Strategic Financial Services, Inc. 0.01% New 8,722 $203K
Heritage Oak Wealth Advisors LLC 0.07% New 8,666 $202K
Tiller Private Wealth, Inc. 0.07% New 8,626 $201K
Waddell & Associates, LLC 0.02% New 8,597 $200K
Stage Harbor Financial, LLC 0.15% New 8,593 $200K
TFC Financial Management, Inc. 0.03% No change 8,502 $198K
Urban Financial Advisory Corp 0.09% No change 8,482 $197K
Morling Financial Advisors, LLC 0.06% Add +0.0% 8,221 $191K
Johnson Financial Group, Inc. 0.01% Reduce -13.6% 7,084 $165K
Quantum Capital Management, LLC / NJ 0.02% Add +1.7% 7,010 $163K
Rothschild Investment LLC 0.01% No change 6,864 $160K
Grove Bank & Trust 0.02% No change 6,717 $156K
Peachtree Investment Partners, LLC 0.05% No change 6,559 $153K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 6,532 $152K
Noble Wealth Management PBC 0.08% — 6,402 $149K
SouthState Bank Corp 0.01% Reduce -87.8% 6,285 $146K
WFA of San Diego, LLC 0.10% No change 6,202 $144K
Mowery & Schoenfeld Wealth Management, LLC 0.24% No change 6,120 $142K
Ritter Daniher Financial Advisory LLC / DE 0.02% Reduce -0.1% 6,004 $140K
Cutler Capital Management, LLC 0.06% No change 6,000 $140K
Gables Capital Management Inc. 0.06% No change 5,922 $138K
Caldwell Trust Co 0.01% No change 5,844 $136K
Cloud Capital Management, LLC 0.07% New 5,878 $136K
Colonial Trust Co / SC 0.02% No change 5,700 $133K
Glassman Wealth Services 0.02% No change 5,581 $130K
Indiana Trust & Investment Management Co 0.04% Add +22.5% 5,441 $127K
Smithfield Trust Co 0.01% Add +27.2% 5,382 $125K
Pinnacle Bancorp, Inc. 0.04% Add +3.5% 5,266 $123K
Jackson Hole Capital Partners, LLC 0.02% No change 5,236 $122K
Richardson Capital Management LLC 0.06% Reduce -4.0% 5,065 $118K
Hoey Investments, Inc. 0.01% No change 4,671 $109K
Integrity Financial Corp 0.05% No change 4,662 $109K
Fairman Group, LLC 0.09% No change 4,618 $108K
Phillips Financial Management, LLC 0.01% Reduce -15.2% 4,546 $106K
Guerra Advisors Inc 0.04% New 4,504 $105K
Tucker Asset Management LLC 0.03% No change 4,501 $105K
Orion Capital Management LLC 0.03% No change 4,298 $100K
TD Capital Management LLC 0.01% Reduce -9.2% 4,235 $99K
Fairway Wealth LLC 0.03% No change 4,147 $97K
NWK Group, Inc. 0.03% Add +27.3% 4,098 $95K
Whipplewood Advisors, LLC 0.06% No change 4,056 $94K
Mma Asset Management LLC 0.03% New 3,913 $91K
Avion Wealth 0.02% No change 3,920 $91K
Quest 10 Wealth Builders, Inc. 0.08% Reduce -26.8% 3,852 $90K
Glassy Mountain Advisors, Inc. 0.03% New 3,806 $89K
Balentine LLC 0.00% No change 3,778 $88K
REAP Financial Group, LLC 0.02% Add +105.8% 3,770 $88K
Physician Wealth Advisors, Inc. 0.01% Reduce -7.1% 3,769 $88K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +134.9% 3,730 $87K
Mogy Joel R Investment Counsel Inc. 0.00% Reduce -8.2% 3,691 $86K
Painted Porch Advisors LLC 0.03% Add +0.7% 3,690 $86K
Hazlett, Burt & Watson, Inc. 0.03% Reduce -26.5% 3,676 $85K
Game Plan Financial Advisors, LLC 0.04% No change 3,624 $84K
Hantz Financial Services, Inc. 0.00% Add +28.3% 3,503 $82K
Raffa Wealth Management, LLC 0.01% No change 3,514 $82K
Westend Capital Management, LLC 0.02% No change 3,512 $82K
Future Financial Wealth Managment LLC 0.05% No change 3,492 $81K
Ulland Investment Advisors, LLC 0.06% New 3,358 $78K
WealthCollab, LLC 0.04% No change 3,322 $77K
Harbor Asset Planning, Inc. 0.07% No change 3,292 $77K
TD Waterhouse Canada Inc. 0.00% No change 3,255 $76K
Godsey & Gibb, Inc. 0.01% Add +5.1% 3,159 $74K
Pacific Center for Financial Services 0.02% New 3,100 $72K
Promus Capital, LLC 0.04% No change 3,006 $70K
Clark Wealth Partners 0.04% Add +0.0% 2,830 $68K
Highline Wealth Partners LLC 0.02% No change 2,905 $68K
Pinney & Scofield, Inc. 0.04% Add +8.2% 2,883 $67K
Strategic Wealth Partners, Ltd. 0.00% Add +12.0% 2,796 $65K
West Branch Capital LLC 0.02% No change 2,706 $63K
Bank of New Hampshire 0.01% No change 2,640 $61K
Private Wealth Asset Management, LLC 0.01% Add +78.8% 2,511 $58K
Wilmington Savings Fund Society, FSB 0.00% Reduce -53.0% 2,440 $57K
Kilter Group LLC 0.03% Reduce -13.6% 2,430 $57K
Glen Eagle Advisors, LLC 0.01% Add +69.6% 2,303 $54K
GAMMA Investing LLC 0.00% No change 2,302 $54K
Halbert Hargrove Global Advisors, LLC 0.00% No change 2,269 $53K
Tidemark, LLC 0.02% No change 2,248 $52K
MTM Investment Management, LLC 0.02% No change 2,192 $51K
Investors Research Corp 0.01% Reduce -43.0% 2,058 $48K
KERR FINANCIAL PLANNING Corp 0.07% — 2,000 $48K
N.E.W. Advisory Services LLC 0.00% Add +0.6% 2,029 $47K
Caitlin John, LLC 0.03% New 1,967 $46K
Ascentis Wealth Management, LLC 0.01% No change 1,964 $46K
Hollencrest Capital Management 0.00% No change 1,930 $45K
First Command Advisory Services, Inc. 0.00% New 1,922 $45K
UMB Bank, n.a. 0.00% No change 1,900 $44K
Inlight Wealth Management, LLC 0.02% No change 1,766 $41K
Tsfg, LLC 0.01% No change 1,756 $41K
St Germain D J Co. Inc. 0.00% Add +25.2% 1,738 $40K
North Star Investment Management Corp. 0.00% No change 1,723 $40K
First Horizon Corp. 0.00% — 1,702 $40K
Measured Wealth Private Client Group, LLC 0.01% New 1,566 $36K
Main Street Group, LTD 0.01% No change 1,488 $35K
Center for Financial Planning, Inc. 0.00% No change 1,449 $34K
Financial Perspectives, Inc 0.01% Add +1.4% 1,447 $34K
High Note Wealth, LLC 0.01% No change 1,348 $31K
Abich Financial Wealth Management LLC 0.01% — 1,327 $31K
Kozak & Associates, Inc. 0.01% No change 1,303 $31K
PFS Partners, LLC 0.01% New 1,320 $31K
Syntax Research, Inc. 0.02% No change 1,266 $29K
Nemes Rush Group LLC 0.00% No change 1,249 $29K
Pillar Financial Advisors, LLC 0.02% No change 1,174 $27K
Financial Freedom, LLC 0.01% Reduce -0.1% 1,169 $27K
Pin Oak Investment Advisors Inc. 0.02% Reduce -5.7% 1,160 $27K
Steigerwald, Gordon & Koch Inc. 0.00% New 1,116 $26K
Valued Wealth Advisors LLC 0.01% No change 1,085 $25K
First Community Trust NA 0.02% No change 1,024 $24K
Kiker Wealth Management, LLC 0.01% New 1,016 $24K
Qube Research & Technologies Ltd 0.00% Reduce -51.1% 984 $23K
SJS Investment Consulting Inc. 0.00% No change 908 $21K
Cheviot Value Management, LLC 0.00% No change 876 $21K
ORG Partners LLC 0.00% No change 852 $20K
CENTRAL TRUST Co 0.00% Reduce -7.4% 835 $19K
Financial Connections Group, Inc. 0.01% Reduce -52.5% 841 $19K
Paladin Advisory Group, LLC 0.01% No change 802 $19K
Brown, Lisle/Cummings, Inc. 0.00% No change 786 $18K
Friedenthal Financial 0.01% Reduce -72.3% 758 $18K
Affinity Wealth LLC 0.01% New 742 $17K
Barnes Dennig Private Wealth Management LLC 0.02% No change 686 $16K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 646 $15K
Aventus Investment Advisors, Inc. 0.01% No change 638 $15K
North Ridge Wealth Advisors, Inc. 0.01% No change 616 $14K
GW&K Investment Management, LLC 0.00% No change 618 $14K
Founders Financial Alliance, LLC 0.00% Add +735.3% 568 $13K
Providence Capital Advisors, LLC 0.00% No change 561 $13K
LGT Financial Advisors LLC 0.03% New 548 $13K
Investment Counsel Co. of Nevada 0.03% No change 532 $12K
Coston, McIsaac & Partners 0.00% No change 528 $12K
Private Wealth Management Group, LLC 0.00% No change 506 $12K
JNBA Financial Advisors 0.00% Reduce -22.0% 482 $11K
Grey Fox Wealth Advisors, LLC 0.00% New 479 $11K
Contravisory Investment Management, Inc. 0.00% Add +5.1% 472 $11K
Creative Capital Management Investments LLC 0.00% New 471 $11K
Westside Investment Management, Inc. 0.00% No change 454 $11K
City State Bank 0.00% No change 450 $10K
CBIZ Investment Advisory Services, LLC 0.00% No change 446 $10K
HighMark Wealth Management LLC 0.00% No change 415 $10K
Crowley Wealth Management, Inc. 0.01% No change 400 $9K
Addison Advisors LLC 0.00% No change 398 $9K
Decker Retirement Planning Inc. 0.01% New 391 $9K
Horrell Capital Management, Inc. 0.00% No change 390 $9K
Binnacle Investments Inc 0.01% No change 381 $9K
FSA Wealth Management LLC 0.00% No change 379 $9K
DiNuzzo Private Wealth, Inc. 0.00% New 374 $8K
Blume Capital Management, Inc. 0.00% Add +100.6% 351 $8K
Colonial Trust Advisors 0.00% No change 342 $8K
Frazier Financial Advisors, LLC 0.00% No change 334 $8K
Cape Investment Advisory, Inc. 0.01% Reduce -99.8% 327 $8K
Maryland Capital Advisors Inc. 0.00% Add +17.2% 314 $7K
West Financial Advisors, LLC 0.00% No change 303 $7K
Hemington Wealth Management 0.00% No change 312 $7K
Wolff Wiese Magana LLC 0.00% Reduce -13.2% 290 $7K
Costello Asset Management, INC 0.00% No change 276 $6K
Archer Investment Corp 0.00% No change 274 $6K
Motco 0.00% New 251 $6K
Atmos Advisory, LLC 0.00% No change 242 $6K
Towne Trust Company, N.A 0.00% No change 242 $6K
Aventura Private Wealth, LLC 0.00% No change 240 $6K
Western Pacific Wealth Management, LP 0.01% No change 239 $6K
Cordgrass Capital Advisors, LLC 0.00% Add +1990.0% 209 $5K
Financial Gravity Asset Management, Inc. 0.00% — 206 $5K
Concord Wealth Partners 0.00% No change 206 $5K
West Oak Capital, LLC 0.00% Reduce -34.2% 20,125 $5K
Aberdeen Wealth Management LLC 0.00% No change 200 $5K
Cary Street Partners Investment Advisory LLC 0.00% New 199 $5K
Fortitude Family Office, LLC 0.00% Add +4.3% 192 $4K
Caldwell Sutter Capital, Inc. 0.00% New 190 $4K
Cornerstone Planning Group LLC 0.00% Reduce -99.3% 129 $4K
Stephens Consulting, LLC 0.00% Reduce -75.1% 178 $4K
Salomon & Ludwin, LLC 0.00% Reduce -66.4% 166 $4K
Midwest Capital Advisors, LLC 0.00% New 168 $4K
Toth Financial Advisory Corp. 0.00% No change 160 $4K
Strategic Advocates LLC 0.00% New 147 $3K
Greykasell Wealth Strategies, Inc. 0.00% Reduce -38.4% 138 $3K
IAG Wealth Partners, LLC 0.00% No change 138 $3K
Heritage Wealth Advisors 0.00% No change 120 $3K
Innovative Advisory Group, LLC 0.00% No change 116 $3K
Solstein Capital, LLC 0.00% No change 110 $3K
Group One Trading LLC 0.00% Reduce -87.0% 100 $2K
Tompkins Financial Corp. 0.00% No change 92 $2K
DB Fitzpatrick & Co, Inc 0.00% New 90 $2K
North Capital, Inc. 0.00% Add +1.4% 75 $2K
Whittier Trust Co. 0.00% No change 72 $2K
Townsend Asset Management Corp. /NC/ 0.00% No change 70 $2K
Global Trust Asset Management, LLC 0.00% No change 66 $2K
Graney & King, LLC 0.00% No change 61 $1K
Exchange Traded Concepts, LLC 0.00% Reduce -99.7% 60 $1K
Prudent Man Investment Management, Inc. 0.00% No change 72 $1K
Bernard Wealth Management Corp. 0.00% New 49 $1K
New Republic Capital, LLC 0.00% No change 44 $1K
Compass Financial Services Inc 0.00% New 38 $885
Beacon Capital Management, Inc. 0.00% No change 38 $885
Wagner Wealth Management, LLC 0.00% No change 36 $838
Islay Capital Management, LLC 0.00% No change 29 $668
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -77.8% 24 $559
Crews Bank & Trust 0.00% New 18 $419
Hughes Financial Services, LLC 0.00% No change 10 $239
Sittner & Nelson, LLC 0.00% No change 6 $140
TD Private Client Wealth LLC 0.00% No change 1 $15
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.