Schwab Intl Equity ETFSCHFETF
13F holders, Q3 2025 (September 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $46.6M |
| Exits | 50 | $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.