Schwab Intl Equity ETFSCHFETF
13F holders, Q4 2025 (December 31)1,549holders +152
106new positions
46sold out
4famous investors
$24.05avg. 13F price*
At the end of Q4 2025, 1,549 institutions reported holding Schwab Intl Equity ETF (SCHF) in their 13F filings, up 152 from Q3 2025. 106 opened new positions and 46 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($7.2B), Empower Advisory Group, LLC ($4.3B) and Financial Engines Advisors L.L.C. ($3.8B). 4 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab Intl Equity ETF
- CUSIP
- 808524805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 106 | $50.0M |
| Exits | 46 | $177.4M |
All 13F filers, Q3 2025 → Q4 2025: 57,729,575 shares bought and 36,116,362 shares sold, net +21,613,213 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,549 holders
| Northwestern Mutual Wealth Management Co. | 4.53% | Add +4.3% | 297,753,417 | $7.2B |
| Empower Advisory Group, LLC | 11.74% | Reduce -3.0% | 180,778,097 | $4.3B |
| Financial Engines Advisors L.L.C. | 7.15% | Reduce -0.1% | 156,955,279 | $3.8B |
| Wealthfront Advisers LLC | 5.99% | Add +1.4% | 111,479,482 | $2.7B |
| Creative Planning | 0.72% | Add +2.3% | 41,856,869 | $1.0B |
| Betterment LLC | 1.00% | Reduce -2.3% | 21,860,498 | $525.5M |
| HighTower Advisors, LLC | 0.54% | Reduce -8.0% | 20,621,877 | $495.7M |
| Corient Private Wealth LP | 0.67% | Reduce -0.1% | 20,403,866 | $490.7M |
| Morgan Stanley | 0.03% | Add +79.4% | 18,928,150 | $455.0M |
| Composition Wealth, LLC | 4.80% | Add +7.3% | 13,933,649 | $335.0M |
| US Bancorp \de | 0.39% | Reduce -0.7% | 13,933,424 | $335.0M |
| SCS Capital Management LLC | 3.19% | Reduce -1.2% | 12,527,998 | $301.2M |
| Wealthspire Advisors, LLC | 2.09% | Reduce -49.5% | 10,898,799 | $262.0M |
| Wealth Enhancement Advisory Services, LLC | 0.31% | Add +0.8% | 9,291,715 | $229.8M |
| Mercer Global Advisors Inc. | 0.33% | Reduce -0.5% | 9,122,515 | $219.7M |
| Mariner, LLC | 0.26% | Add +0.4% | 8,951,435 | $215.3M |
| Orgel Wealth Management, LLC | 4.74% | Add +1.9% | 8,932,214 | $214.7M |
| McAdam, LLC | 8.86% | Add +10.0% | 8,050,164 | $193.5M |
| Avantax Planning Partners, Inc. | 4.84% | Add +7.8% | 7,198,276 | $173.0M |
| Rebalance, LLC | 9.67% | Add +5.9% | 6,884,573 | $165.5M |
| Steele Capital Management, Inc. | 6.94% | Add +2.5% | 6,727,377 | $161.7M |
| Cerity Partners LLC | 0.23% | Add +0.3% | 6,703,358 | $161.1M |
| SageView Advisory Group, LLC | 5.37% | Reduce -8.0% | 6,611,853 | $158.9M |
| Jones Financial Companies LLLP | 0.09% | Add +14.7% | 6,465,368 | $155.4M |
| Cresset Asset Management, LLC | 0.63% | Add +1.2% | 6,184,938 | $148.7M |
| LPL Financial LLC | 0.04% | Add +5.4% | 6,084,954 | $146.3M |
| Gemmer Asset Management LLC | 11.01% | Add +7.3% | 5,947,539 | $143.0M |
| Brandywine Oak Private Wealth LLC | 11.95% | Add +1.6% | 5,920,683 | $142.3M |
| Prime Capital Investment Advisors, LLC | 1.71% | Reduce -8.6% | 5,833,417 | $140.2M |
| Susquehanna International Group, LLP | 0.19% | Add +656.5% | 5,780,130 | $139.0M |
| Wells Fargo & Company | 0.03% | Add +4.7% | 5,776,689 | $138.9M |
| Fund Evaluation Group, LLC | 4.55% | Add +21.7% | 5,726,548 | $137.7M |
| Bessemer Group Inc. | 0.21% | Reduce -5.0% | 5,623,880 | $135.2M |
| FMR LLC | 0.01% | Add +1.3% | 5,271,130 | $126.7M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -3.6% | 4,949,040 | $119.0M |
| Bank of America Corp. | 0.01% | Add +0.7% | 4,940,138 | $118.8M |
| Moneta Group Investment Advisors LLC | 0.83% | Add +3.6% | 4,563,437 | $109.7M |
| JMG Financial Group, Ltd. | 2.87% | Reduce -1.9% | 4,240,654 | $101.9M |
| Benjamin Edwards Inc. | 1.12% | Add +6.5% | 4,194,273 | $100.8M |
| Ameriprise Financial Inc. | 0.02% | Add +6.7% | 3,870,286 | $93.0M |
| Bluespring Wealth Management, LLC | 7.51% | Reduce -1.0% | 3,625,618 | $87.2M |
| Cetera Investment Advisers | 0.09% | Add +9.7% | 3,581,357 | $86.1M |
| AlphaCore Capital LLC | 1.90% | Reduce -8.8% | 3,522,432 | $84.7M |
| Charles Schwab Trust Co | 5.54% | Add +2.5% | 3,507,462 | $84.3M |
| BlueStem Wealth Partners, LLC | 9.11% | Add +5.2% | 3,432,739 | $82.5M |
| Truepoint, Inc. | 1.83% | Reduce -3.3% | 3,378,971 | $81.2M |
| UBS Group AG | 0.02% | Add +4.7% | 3,295,428 | $79.2M |
| Royal Bank of Canada | 0.01% | Reduce -43.9% | 3,239,037 | $77.9M |
| Foster & Motley Inc. | 3.97% | Add +0.0% | 3,098,986 | $74.5M |
| Beacon Pointe Advisors, LLC | 0.50% | Add +4.5% | 2,939,302 | $70.7M |
| Focus Partners Wealth | 0.08% | Add +12.0% | 2,938,733 | $70.6M |
| Cwm, LLC | 0.19% | Add +3.6% | 2,934,069 | $70.5M |
| MML Investors Services, LLC | 0.17% | Add +6.2% | 2,920,967 | $70.2M |
| Choreo, LLC | 0.85% | Reduce -1.5% | 2,751,843 | $66.6M |
| Osaic Holdings, Inc. | 0.09% | Add +6.0% | 2,680,039 | $64.4M |
| BNP Paribas Financial Markets | 0.04% | Add +4911.6% | 2,588,215 | $62.2M |
| Oarsman Capital, Inc. | 8.08% | Add +20.0% | 2,585,925 | $62.2M |
| Raymond James Financial Inc. | 0.02% | Add +3.4% | 2,500,594 | $60.1M |
| Evergreen Advisors, LLC | 14.37% | — | 2,450,245 | $58.9M |
| United Capital Financial Advisors, LLC | 0.35% | Reduce -0.2% | 2,409,483 | $57.9M |
| Capital Advisors Inc. | 0.91% | Add +0.9% | 2,360,248 | $56.7M |
| Riverpoint Wealth Management Holdings, LLC | 12.03% | Add +2.1% | 2,330,490 | $56.0M |
| TruNorth Capital Management, LLC | 10.02% | Add +0.4% | 2,195,032 | $52.8M |
| Modern Wealth Management, LLC | 0.96% | Reduce -1.0% | 2,187,258 | $52.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +178.5% | 2,037,714 | $49.0M |
| Matrix Trust Co | 8.02% | Add +3.3% | 2,021,390 | $48.6M |
| Procyon Advisors, LLC | 2.36% | Reduce -0.3% | 1,984,987 | $47.7M |
| Commonwealth Equity Services, LLC | 0.06% | Add +0.4% | 1,969,527 | $47.3M |
| MAI Capital Management | 0.26% | Add +1.2% | 1,901,550 | $45.7M |
| Citizens Financial Group Inc. | 0.61% | Add +3.9% | 1,899,391 | $45.7M |
| Pittenger & Anderson Inc. | 1.74% | Add +1.5% | 1,884,878 | $45.3M |
| Goelzer Investment Management, Inc. | 2.05% | Reduce -1.1% | 1,840,603 | $44.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.83% | Reduce -6.4% | 1,824,710 | $43.9M |
| Financial Consulate, Inc. | 5.99% | Add +0.5% | 1,823,619 | $43.8M |
| Visionary Wealth Advisors | 1.98% | Add +10.6% | 1,823,215 | $43.8M |
| Rockefeller Capital Management L.P. | 0.08% | Add +26.5% | 1,757,423 | $42.2M |
| Pacific Sage Partners, LLC | 6.25% | Add +1.1% | 1,638,424 | $39.4M |
| Summit Asset Management, LLC | 5.42% | Add +0.7% | 1,591,970 | $38.3M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +11.9% | 1,546,544 | $37.2M |
| Payne Capital Management, LLC | 11.55% | Add +1.8% | 1,521,679 | $36.6M |
| Summit Wealth & Retirement Planning, Inc. | 8.38% | Add +3.4% | 1,481,053 | $35.6M |
| AE Wealth Management LLC | 0.20% | Reduce -13.7% | 1,466,424 | $35.3M |
| Kavar Capital Partners Group, LLC | 4.80% | Add +3.1% | 1,449,453 | $34.8M |
| HB Wealth Management, LLC | 0.22% | Add +0.1% | 1,436,126 | $34.5M |
| Citadel Advisors | 0.02% | Add +3.6% | 1,406,982 | $33.8M |
| Waverly Advisors, LLC | 0.27% | Add +2.7% | 1,406,458 | $33.8M |
| Avidian Wealth Enterprises, LLC | 1.22% | Add +1.2% | 1,395,650 | $33.6M |
| Persium Advisors, LLC | 24.45% | Add +2.7% | 1,393,328 | $33.5M |
| BlueSky Wealth Advisors, LLC | 4.35% | Add +1.0% | 1,372,086 | $33.0M |
| Perigon Wealth Management, LLC | 0.59% | Add +134.9% | 1,363,505 | $32.8M |
| Pinkerton Wealth, LLC | 3.28% | Add +0.4% | 1,331,139 | $32.0M |
| BCS Wealth Management | 3.19% | Add +100.8% | 1,311,915 | $31.5M |
| GHP Investment Advisors, Inc. | 1.27% | Add +2.4% | 1,284,602 | $30.9M |
| Voisard Asset Management Group, Inc. | 6.60% | Add +4.5% | 1,271,866 | $30.6M |
| Courage Miller Partners, LLC | 9.05% | Reduce -2.9% | 1,250,097 | $30.1M |
| Krilogy Financial LLC | 1.02% | Reduce -15.5% | 1,181,408 | $30.0M |
| Bangor Savings Bank | 2.41% | Reduce -0.6% | 1,246,901 | $30.0M |
| Bleakley Financial Group, LLC | 0.52% | Add +0.0% | 1,240,436 | $29.8M |
| Ballast Advisors LLC | 8.11% | Add +0.2% | 1,223,587 | $29.4M |
| Curi Capital, LLC | 0.51% | Add +2.0% | 1,214,200 | $29.2M |
| LCW Services, LLC | 15.44% | — | 1,205,738 | $29.0M |
| Operose Advisors LLC | 6.75% | Add +20.4% | 1,205,272 | $29.0M |
| Park Avenue Securities LLC | 0.24% | Reduce -4.1% | 1,181,085 | $28.4M |
| Johnson Investment Counsel Inc. | 0.23% | Add +4.2% | 1,166,323 | $28.0M |
| Captrust Financial Advisors | 0.05% | Add +1.7% | 1,164,797 | $28.0M |
| MorganRosel Wealth Management, LLC | 6.99% | Add +1.0% | 1,162,596 | $27.9M |
| Thrivent Financial for Lutherans | 0.05% | Add +14.5% | 1,151,323 | $27.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.50% | Add +9.0% | 1,152,306 | $27.7M |
| Segall Bryant & Hamill, LLC | 0.37% | Reduce -5.7% | 1,151,860 | $27.7M |
| Boltwood Capital Management | 7.16% | Reduce -0.1% | 1,144,813 | $27.5M |
| Red Tortoise LLC | 11.78% | Add +1.3% | 1,141,527 | $27.4M |
| Pure Portfolios Holdings LLC | 8.23% | Add +3.0% | 1,136,276 | $27.3M |
| Benchmark Financial Wealth Advisors, LLC | 7.68% | Reduce -0.5% | 1,112,901 | $26.8M |
| Wealth Management Resources, Inc. | 9.41% | Add +46.9% | 1,111,913 | $26.7M |
| Keyvantage Wealth, LLC | 11.39% | Add +2.8% | 1,107,724 | $26.6M |
| Riversedge Advisors, LLC | 4.32% | Add +0.1% | 1,106,210 | $26.6M |
| JPMorgan Chase & Co. | 0.00% | Add +22.0% | 1,099,954 | $26.4M |
| Black Diamond Financial, LLC | 2.75% | Add +11.6% | 1,086,615 | $26.1M |
| HHM Wealth Advisors, LLC | 3.08% | Reduce -3.4% | 1,086,262 | $26.1M |
| Leavell Investment Management, Inc. | 1.08% | Add +0.3% | 1,084,813 | $26.1M |
| True Freedom Investing, LLC | 1.77% | Add +6231.2% | 1,081,058 | $26.0M |
| Berkshire Asset Management LLC | 1.14% | Add +2.8% | 1,078,430 | $25.9M |
| Red Cedar Investment Management, LLC | 2.77% | Add +2.9% | 1,066,203 | $25.6M |
| Wedmont Private Capital | 0.89% | Add +3.4% | 1,035,169 | $25.5M |
| Revolve Wealth Partners, LLC | 2.96% | Add +1.4% | 1,048,663 | $25.2M |
| Naples Global Advisors, LLC | 1.87% | Add +4.2% | 1,039,149 | $25.0M |
| WealthPlan Investment Management, LLC | 1.59% | Add +1.4% | 1,037,777 | $24.9M |
| Bush Investment Group, LLC | 13.93% | Add +1.7% | 1,035,545 | $24.9M |
| Focus Partners Advisor Solutions, LLC | 0.30% | Reduce -7.3% | 1,007,458 | $24.2M |
| McIlrath & Eck, LLC | 2.24% | Add +11.5% | 1,003,572 | $24.1M |
| Savant Capital, LLC | 0.14% | Reduce -2.7% | 1,000,139 | $24.0M |
| FSM Wealth Advisors, LLC | 3.25% | Add +10.5% | 987,311 | $23.7M |
| NewEdge Advisors, LLC | 0.09% | Add +13.9% | 976,959 | $23.5M |
| Main Street Financial Solutions, LLC | 1.76% | Reduce -2.2% | 975,483 | $23.5M |
| Koesten, Hirschmann & Crabtree, INC. | 11.42% | Reduce -1.7% | 965,779 | $23.2M |
| ZynergyRetirementPlanningLLC | 13.96% | Add +0.3% | 940,599 | $22.6M |
| Act Wealth Management, LLC | 7.29% | Add +2.2% | 926,736 | $22.3M |
| Kings Path Partners LLC | 7.79% | Reduce -5.9% | 924,790 | $22.2M |
| Farther Finance Advisors, LLC | 0.24% | Add +33.8% | 918,231 | $22.1M |
| Rosenberg Matthew Hamilton | 4.56% | Add +3.8% | 915,089 | $22.0M |
| Northeast Financial Group, Inc. | 5.49% | Add +1.4% | 910,948 | $21.9M |
| Belpointe Asset Management LLC | 0.75% | Add +3.4% | 865,264 | $20.8M |
| FLC Capital Advisors | 3.83% | Add +8.8% | 862,249 | $20.7M |
| Appleton Partners Inc. | 1.36% | Reduce -0.4% | 860,686 | $20.7M |
| Sylvest Advisors, LLC | 11.03% | Reduce -0.7% | 860,077 | $20.7M |
| Noble Family Wealth, LLC | 4.33% | Add +0.1% | 853,571 | $20.5M |
| World Investment Advisors | 0.34% | Add +5.2% | 848,866 | $20.4M |
| Peapack Gladstone Financial Corp. | 0.26% | Reduce -0.4% | 847,154 | $20.4M |
| Valley National Advisers Inc. | 2.78% | Add +0.1% | 835,210 | $20.1M |
| Fortis Capital Advisors, LLC | 2.91% | Add +3.2% | 820,523 | $19.7M |
| Curbstone Financial Management Corp | 3.75% | Add +3.3% | 814,205 | $19.6M |
| Alliance Wealth Management Group | 4.28% | Reduce -1.3% | 810,666 | $19.5M |
| Towercrest Capital Management | 3.07% | Reduce -1.3% | 810,666 | $19.5M |
| Boyd Wealth Management, LLC | 8.25% | Add +4.6% | 809,521 | $19.5M |
| WealthShield Partners, LLC | 2.14% | Reduce -2.0% | 805,920 | $19.4M |
| eCIO, Inc. | 9.00% | Add +8.1% | 804,318 | $19.3M |
| Apriem Advisors | 1.76% | Reduce -2.8% | 798,579 | $19.2M |
| Essex LLC | 3.38% | Add +2.5% | 792,746 | $19.1M |
| Cornerstone Wealth Advisors, Inc. | 4.41% | Add +12.2% | 788,361 | $19.0M |
| Libra Wealth LLC | 5.30% | Reduce -1.0% | 788,292 | $19.0M |
| Stokes Family Office, LLC | 1.72% | Add +0.1% | 781,989 | $18.8M |
| Broadleaf Partners, LLC | 3.96% | Add +0.1% | 781,520 | $18.8M |
| EP Wealth Advisors, LLC | 0.10% | — | 771,325 | $18.5M |
| Soltis Investment Advisors LLC | 1.22% | Add +5.7% | 767,512 | $18.5M |
| Opus Capital Group, LLC | 1.98% | Reduce -6.1% | 760,433 | $18.3M |
| AQR Capital Management | 0.01% | Add +12.5% | 760,144 | $18.3M |
| North Star Asset Management Inc. | 0.74% | Add +3.6% | 759,862 | $18.3M |
| Mission Wealth Management, LP | 0.37% | Reduce -8.3% | 759,394 | $18.3M |
| Invst, LLC | 1.95% | Add +3.9% | 747,274 | $18.0M |
| Denver PWM, LLC | 5.98% | No change | 810,881 | $17.9M |
| IHT Wealth Management, LLC | 0.44% | Reduce -1.8% | 744,794 | $17.9M |
| HBK Sorce Advisory LLC | 0.41% | Reduce -0.8% | 682,595 | $17.7M |
| Kickstand Ventures, Llc. | 3.73% | Add +2.2% | 736,470 | $17.7M |
| Klingenstein Fields & Co. LP | 0.66% | Reduce -1.1% | 733,484 | $17.6M |
| Garde Capital, Inc. | 1.03% | Reduce -3.7% | 725,541 | $17.4M |
| Sherwood Financial Partners, LLC | 14.91% | Reduce -0.3% | 719,597 | $17.3M |
| Compound Planning, Inc. | 0.51% | Add +1.3% | 713,934 | $17.2M |
| Downshift Financial, LLC | 10.54% | — | 673,329 | $17.1M |
| Guardian Financial Partners, LLC | 7.16% | Reduce -5.8% | 706,530 | $17.0M |
| Schwerin Boyle Capital Management Inc. | 1.86% | No change | 706,500 | $17.0M |
| WBH Advisory Inc. | 1.25% | Add +3.6% | 701,765 | $16.9M |
| Arbor Trust Wealth Advisors, LLC | 7.33% | Add +35.6% | 697,117 | $16.8M |
| Brady Martz Wealth Solutions, LLC | 2.91% | Reduce -2.8% | 686,395 | $16.5M |
| Ascension Capital Advisors, Inc. | 5.66% | Add +73.1% | 686,216 | $16.5M |
| Certified Advisory Corp | 1.50% | Add +4.3% | 684,846 | $16.5M |
| Asset Allocation Strategies LLC | 3.03% | Add +6.1% | 681,798 | $16.4M |
| Tradition Wealth Management, LLC | 1.17% | Add +9.5% | 680,326 | $16.4M |
| Planning Alternatives Ltd. | 2.04% | Reduce -1.2% | 674,054 | $16.2M |
| Stifel Financial Corp. | 0.01% | Add +58.7% | 672,889 | $16.2M |
| Lido Advisors, LLC | 0.06% | Add +6.9% | 690,664 | $16.1M |
| Cranbrook Wealth Management, LLC | 3.18% | Add +3.3% | 670,057 | $16.1M |
| Momentous Wealth Management, Inc. | 9.03% | Add +5.7% | 662,494 | $15.9M |
| RKL Wealth Management LLC | 1.30% | Add +2.3% | 659,652 | $15.9M |
| Elgethun Capital Management | 2.73% | Add +9.8% | 657,812 | $15.8M |
| Fort Point Capital Partners LLC | 1.90% | Add +6.0% | 625,533 | $15.7M |
| BlackRock, Inc. | 0.00% | Add +442.3% | 650,677 | $15.6M |
| Quantinno Capital Management LP | 0.03% | Add +23.0% | 648,721 | $15.6M |
| Intergy Private Wealth, LLC | 4.70% | Add +1.0% | 647,531 | $15.6M |
| Johnson Financial Group, LLC | 0.96% | Add +28.5% | 646,379 | $15.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.23% | Reduce -1.2% | 642,809 | $15.5M |
| Sanctuary Advisors, LLC | 0.08% | Add +2.3% | 637,275 | $15.3M |
| Envision Financial LLC | 8.01% | Add +8.0% | 630,636 | $15.2M |
| Seneca Financial Advisors LLC | 4.57% | Add +10.0% | 624,458 | $15.0M |
| Hanson & Doremus Investment Management | 1.80% | Reduce -0.7% | 623,303 | $15.0M |
| Financial Management Professionals, Inc. | 1.52% | Reduce -6.3% | 613,494 | $14.7M |
| Freestate Advisors LLC | 11.92% | Reduce -0.7% | 609,909 | $14.7M |
| Serenity Investment Advisors | 8.49% | — | 590,526 | $14.5M |
| Myecfo, LLC | 6.11% | Reduce -1.9% | 598,757 | $14.4M |
| Brooklyn FI, LLC | 3.00% | Add +12.1% | 583,881 | $14.0M |
| Meridian Wealth Management, LLC | 0.49% | Add +2.6% | 576,948 | $13.9M |
| Powers Advisory Group, LLC | 5.18% | Add +4.0% | 572,593 | $13.8M |
| Rwa Wealth Partners, LLC | 0.15% | Add +14.5% | 572,435 | $13.8M |
| Bell Investment Advisors, Inc | 2.17% | Add +4.5% | 571,232 | $13.7M |
| Blue Barn Wealth, LLC | 19.85% | Reduce -39.8% | 566,917 | $13.6M |
| Valicenti Advisory Services Inc. | 2.83% | Add +33.8% | 562,453 | $13.5M |
| Sightline Wealth Advisors, LLC | 5.76% | Add +3.8% | 562,138 | $13.5M |
| CCG Wealth Management, LLC | 5.78% | Reduce -1.2% | 560,586 | $13.5M |
| Power Wealth Management LLC | 4.73% | Reduce -0.8% | 559,379 | $13.4M |
| Brand Asset Management Group, Inc. | 3.75% | Reduce -5.0% | 558,370 | $13.4M |
| Holistic Financial Partners | 4.82% | Add +3.9% | 553,411 | $13.3M |
| Creekside Partners | 5.57% | Add +2.2% | 548,010 | $13.2M |
| TPG Advisors LLC | 8.18% | Add +3.5% | 546,957 | $13.1M |
| Brightwater Advisory LLC | 8.87% | Add +0.7% | 546,043 | $13.1M |
| Natixis Advisors, LLC | 0.02% | Add +27.2% | 536,550 | $12.9M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -8.7% | 536,293 | $12.9M |
| Leeward Financial Partners, LLC | 3.61% | Reduce -0.5% | 534,407 | $12.8M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +2.3% | 533,566 | $12.8M |
| Nicholas Hoffman & Company, LLC. | 0.30% | Add +1.2% | 533,172 | $12.8M |
| Signet Investment Advisory Group, Inc. | 5.87% | Add +1.3% | 525,450 | $12.6M |
| White & Co Financial Planning Inc | 9.40% | Reduce -0.1% | 523,022 | $12.6M |
| Zhang Financial LLC | 0.46% | Add +1.2% | 518,515 | $12.5M |
| Patriot Investment Management Group, Inc. | 0.77% | Reduce -0.9% | 507,808 | $12.2M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -9.8% | 507,185 | $12.2M |
| Chicago Partners Investment Group LLC | 0.30% | Add +6.1% | 481,092 | $12.2M |
| Gleason Group, Inc. | 1.19% | Add +10.9% | 503,580 | $12.1M |
| Debussy Capital Management LP | 1.64% | Add +3.3% | 503,059 | $12.1M |
| Fort Vancouver Investment Management, LLC | 6.39% | Reduce -0.0% | 497,224 | $12.0M |
| Christensen, King & Associates Investment Services, Inc. | 5.00% | Reduce -1.7% | 487,735 | $11.7M |
| Livet Wealth, LLC | 7.21% | — | 487,148 | $11.7M |
| Jacobsen Capital Management | 3.79% | Add +2.4% | 482,197 | $11.6M |
| Focus Financial Network, Inc. | 0.40% | Add +4.8% | 477,959 | $11.5M |
| Roble, Belko & Company, Inc | 1.50% | Reduce -4.7% | 476,214 | $11.4M |
| Seros Financial, LLC | 6.70% | Add +4.5% | 475,062 | $11.4M |
| Oppenheimer & Co. Inc. | 0.16% | Add +28.0% | 468,247 | $11.3M |
| SigFig Wealth Management, LLC | 0.34% | Reduce -4.1% | 464,507 | $11.2M |
| Nalls Sherbakoff Group, LLC | 8.01% | Reduce -11.6% | 462,101 | $11.1M |
| Fairway Financial, LLC | 8.35% | Add +4.8% | 459,898 | $11.1M |
| Mgo One Seven LLC | 0.23% | Add +4.5% | 459,327 | $11.0M |
| Geneos Wealth Management Inc. | 0.27% | Add +45.8% | 452,539 | $10.9M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.91% | Reduce -4.3% | 451,785 | $10.9M |
| Gradient Capital Advisors, LLC | 2.78% | Reduce -1.3% | 448,349 | $10.8M |
| Hill Island Financial LLC | 2.57% | Reduce -3.0% | 446,269 | $10.7M |
| Roberts Wealth Advisors, LLC | 2.79% | Add +10.1% | 444,053 | $10.7M |
| Bank of New York Mellon Corp | 0.00% | Add +6.9% | 443,838 | $10.7M |
| Conquis Financial LLC | 9.10% | Add +4.0% | 440,221 | $10.6M |
| Vision Capital Management, Inc. | 1.27% | Reduce -2.5% | 439,109 | $10.6M |
| Capital Advantage, Inc. | 1.41% | Add +18.7% | 435,130 | $10.5M |
| Baird Financial Group, Inc. | 0.02% | Add +0.5% | 432,759 | $10.4M |
| First National Bank of Mount Dora, Trust Investment Services | 2.24% | Reduce -0.4% | 425,704 | $10.2M |
| Reston Wealth Management LLC | 3.13% | Add +1.4% | 425,003 | $10.2M |
| Bank Hapoalim BM | 0.91% | No change | 422,900 | $10.2M |
| IMA Advisory Services, Inc. | 0.97% | Add +0.8% | 420,687 | $10.1M |
| Valmark Advisers, Inc. | 0.12% | Add +2.0% | 418,372 | $10.1M |
| Capital Investment Counsel, LLC | 1.39% | Add +4.4% | 415,357 | $10.0M |
| Compass Advisory Group LLC | 2.65% | Add +2.8% | 407,877 | $9.8M |
| Kovack Advisors, Inc. | 0.46% | New | 405,792 | $9.8M |
| Chesapeake Wealth Management | 2.86% | Add +0.9% | 399,606 | $9.6M |
| Kelman-Lazarov, Inc. | 1.37% | Add +0.5% | 398,594 | $9.6M |
| CX Institutional | 0.28% | Add +2.9% | 395,264 | $9.5M |
| Arnold Financial Planning LLC | 9.76% | — | 393,633 | $9.5M |
| James J. Burns & Company, LLC | 1.30% | Add +1.5% | 393,248 | $9.5M |
| Sage Financial Management Group, Inc. | 2.86% | Reduce -0.2% | 389,442 | $9.4M |
| Great Valley Advisor Group, Inc. | 0.18% | Add +3.3% | 387,890 | $9.3M |
| Bogart Wealth, LLC | 0.37% | Reduce -1.3% | 384,809 | $9.3M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +22.5% | 384,221 | $9.2M |
| Barden Capital Management, Inc. | 7.49% | Add +5.9% | 379,456 | $9.1M |
| Mill Creek Capital Advisors, LLC | 0.19% | Reduce -17.9% | 378,508 | $9.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -3.1% | 378,426 | $9.1M |
| Pitcairn Wealth Advisors LLC | 0.81% | — | 374,946 | $9.0M |
| Athena Investment Management | 4.61% | Add +0.2% | 374,454 | $9.0M |
| Trinity Financial Advisors LLC | 2.50% | Add +1.7% | 371,298 | $8.9M |
| Dynamic Advisor Solutions LLC | 0.29% | Reduce -0.5% | 370,829 | $8.9M |
| Lodestar Private Asset Management LLC | 0.89% | Reduce -2.5% | 370,085 | $8.9M |
| Prota Financial, LLC | 6.41% | — | 370,036 | $8.9M |
| CFG Wealth Management Services, Inc. | 8.38% | — | 369,696 | $8.9M |
| Bailard, Inc. | 0.20% | Reduce -0.4% | 367,702 | $8.8M |
| Thrive Wealth Management, LLC | 1.29% | Add +16.5% | 364,637 | $8.8M |
| Summit Financial, LLC | 0.13% | Add +30.6% | 358,677 | $8.6M |
| Atria Investments, Inc | 0.10% | Add +16.4% | 357,855 | $8.6M |
| Legacy Private Trust Co. | 0.51% | Add +1.4% | 357,653 | $8.6M |
| Stratos Wealth Advisors, LLC | 0.41% | Add +1.2% | 355,556 | $8.5M |
| Gill Capital Partners, LLC | 2.58% | Add +15.8% | 354,168 | $8.5M |
| Winthrop Capital Management, LLC | 1.98% | Add +2.3% | 354,164 | $8.5M |
| Kohmann Bosshard Financial Services, LLC | 0.77% | Add +2.1% | 349,901 | $8.4M |
| MA Private Wealth | 1.40% | Add +1.9% | 349,370 | $8.4M |
| Redhawk Wealth Advisors, Inc. | 0.94% | Add +89.0% | 348,768 | $8.4M |
| Firestone Capital Management | 1.77% | Add +0.7% | 346,722 | $8.3M |
| Allworth Financial LP | 0.03% | Reduce -0.5% | 346,629 | $8.3M |
| JFS Wealth Advisors, LLC | 0.47% | Add +0.3% | 346,297 | $8.3M |
| Alliancebernstein L.P. | 0.00% | Add +4.3% | 343,411 | $8.3M |
| Kathmere Capital Management, LLC | 0.56% | Reduce -3.0% | 343,201 | $8.3M |
| Exencial Wealth Advisors, LLC | 0.26% | Reduce -0.8% | 342,933 | $8.2M |
| Parallel Advisors, LLC | 0.15% | Reduce -3.9% | 342,102 | $8.2M |
| CRA Financial Services, LLC | 1.06% | Add +1.2% | 338,257 | $8.1M |
| Newman Dignan & Sheerar, Inc. | 1.69% | Add +2.8% | 337,928 | $8.1M |
| Wealth Architects, LLC | 0.73% | Reduce -1.0% | 335,089 | $8.1M |
| FFT Wealth Management LLC | 1.52% | Reduce -9.9% | 332,252 | $8.0M |
| Bartlett & Co. Wealth Management LLC | 0.10% | Reduce -2.1% | 330,110 | $7.9M |
| BOK Financial Private Wealth, Inc. | 0.49% | Add +0.0% | 330,094 | $7.9M |
| Valley Forge Investment Consultants Inc. Adv | 2.28% | Add +2.2% | 326,461 | $7.8M |
| Cooke Wealth Management, LLC | 6.77% | — | 310,210 | $7.8M |
| Davis Capital Management | 5.31% | Add +3.2% | 320,833 | $7.7M |
| Paradigm, Strategies in Wealth Management, LLC | 5.03% | Reduce -1.5% | 318,997 | $7.7M |
| Investment Planning Advisors, Inc. | 2.23% | Add +12.3% | 318,498 | $7.7M |
| Cornerstone Advisors Asset Management, LLC | 1.23% | Add +4.6% | 316,423 | $7.6M |
| Weinberger Asset Management, Inc | 2.71% | Reduce -3.6% | 313,005 | $7.5M |
| BCK Partners, Inc. | 4.05% | Reduce -3.6% | 311,778 | $7.5M |
| Chilton Capital Management LLC | 0.26% | No change | 309,248 | $7.4M |
| Sound View Wealth Advisors Group, LLC | 0.49% | Add +8.1% | 303,429 | $7.3M |
| Stonekeep Investments, LLC | 4.62% | Reduce -0.7% | 300,613 | $7.2M |
| Leverty Financial Group, LLC | 1.71% | Add +0.2% | 297,405 | $7.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.17% | Reduce -1.3% | 297,338 | $7.1M |
| Arkadios Wealth Advisors | 0.14% | Add +0.5% | 295,291 | $7.1M |
| McKinley Carter Wealth Services, Inc. | 0.40% | Reduce -14.5% | 294,393 | $7.1M |
| Retirement Planning Group, LLC | 0.23% | Reduce -2.3% | 294,231 | $7.1M |
| Modera Wealth Management, LLC | 0.08% | Add +5.6% | 292,678 | $7.0M |
| Genesis Private Wealth, LLC | 2.18% | Add +11.3% | 292,089 | $7.0M |
| Merit Financial Group, LLC | 0.06% | Add +41.3% | 289,852 | $7.0M |
| Blue Square Asset Management, LLC | 3.08% | Reduce -20.6% | 288,771 | $6.9M |
| Peak Wealth Management LLC | 5.77% | — | 287,228 | $6.9M |
| Vise Technologies, Inc. | 0.13% | Add +96.3% | 285,716 | $6.9M |
| AA Financial Advisors, LLC | 1.27% | Reduce -1.3% | 284,865 | $6.8M |
| SVB Wealth LLC | 0.40% | Add +0.4% | 283,866 | $6.8M |
| Hengehold Capital Management LLC | 0.57% | Add +9.5% | 283,324 | $6.8M |
| &partners | 0.04% | Add +1256.9% | 280,357 | $6.8M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Add +125.2% | 280,541 | $6.7M |
| Tudor Financial Inc. | 3.44% | Add +1.2% | 279,345 | $6.7M |
| Facet Wealth, Inc. | 0.12% | Add +24.9% | 260,273 | $6.7M |
| Bank of Montreal | 0.00% | Add +0.3% | 277,545 | $6.7M |
| Plus Group Wealth Advisors LLC | 7.35% | — | 275,605 | $6.6M |
| Blueprint Financial Advisors LLC | 1.00% | Reduce -6.5% | 273,754 | $6.6M |
| Blueprint Investment Partners LLC | 0.70% | Reduce -6.5% | 273,562 | $6.6M |
| Schwallier Wealth Management LLC | 4.19% | Reduce -6.3% | 258,078 | $6.6M |
| L.K. Benson & Company, P.C. | 3.29% | Reduce -1.0% | 272,770 | $6.6M |
| Rialto Wealth Management, LLC | 1.55% | Add +9.5% | 268,993 | $6.5M |
| Triad Wealth Partners, LLC | 0.61% | Add +2.4% | 268,092 | $6.4M |
| L2 Asset Management, LLC | 0.86% | Add +68.7% | 266,657 | $6.4M |
| Rockbridge Investment Management, LCC | 0.59% | Reduce -9.2% | 266,025 | $6.4M |
| Advisory Services Network, LLC | 0.09% | Add +7.7% | 264,454 | $6.4M |
| Bond & Devick Financial Network, Inc. | 1.78% | Add +2.0% | 262,374 | $6.3M |
| Clearstead Advisors, LLC | 0.08% | Reduce -1.6% | 260,661 | $6.3M |
| Armbruster Capital Management, Inc. | 1.05% | Reduce -0.1% | 260,252 | $6.3M |
| Berger Financial Group, Inc | 0.36% | Add +0.4% | 255,774 | $6.1M |
| Leisure Capital Management | 2.03% | Reduce -0.3% | 255,113 | $6.1M |
| JPL Wealth Management, LLC | 1.47% | Reduce -0.4% | 251,841 | $6.1M |
| Warner Financial, Inc. | 2.10% | Add +6.5% | 251,663 | $6.0M |
| Armor Investment Advisors, LLC | 2.21% | Reduce -6.1% | 250,251 | $6.0M |
| Private Advisor Group, LLC | 0.03% | Reduce -0.8% | 249,788 | $6.0M |
| OneAscent Financial Services LLC | 0.55% | Reduce -4.6% | 249,752 | $6.0M |
| Destination Wealth Management | 0.16% | Add +6.7% | 248,765 | $6.0M |
| Fortis Capital Management LLC | 0.79% | Add +10.4% | 246,697 | $5.9M |
| Texas Yale Capital Corp. | 0.18% | Add +2.3% | 242,404 | $5.8M |
| Alpha Omega Wealth Management LLC | 0.96% | Add +0.2% | 241,390 | $5.8M |
| Milestone Investment Advisors LLC | 1.38% | Add +3.1% | 237,163 | $5.7M |
| Bishop & Co Investment Management, LLC | 1.88% | Reduce -0.7% | 236,690 | $5.7M |
| Hurley Capital, LLC | 3.17% | Add +8.8% | 235,240 | $5.7M |
| Allen Capital Group, LLC | 0.52% | Add +7.7% | 235,071 | $5.7M |
| Phil A. Younker & Associates, Ltd. | 3.93% | Add +5.9% | 234,637 | $5.6M |
| Seek First Inc. | 3.86% | Add +2.8% | 232,695 | $5.6M |
| Acropolis Investment Management, LLC | 0.25% | Reduce -0.8% | 232,636 | $5.6M |
| Advisors Capital Management, LLC | 0.07% | Reduce -0.2% | 232,596 | $5.6M |
| Davis R M Inc. | 0.10% | No change | 231,974 | $5.6M |
| Flatrock Wealth Partners LLC | 2.67% | — | 231,238 | $5.6M |
| Integrity Alliance, Llc. | 0.20% | Add +63.8% | 231,186 | $5.6M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.85% | Add +16.4% | 230,986 | $5.6M |
| Tenret Co LLC | 2.81% | Reduce -0.8% | 230,864 | $5.5M |
| Orcam Financial Group | 4.09% | Add +0.7% | 226,896 | $5.5M |
| Summit Financial Strategies, Inc. | 0.44% | Reduce -16.1% | 224,678 | $5.4M |
| Valpey Financial Services, LLC | 3.39% | Reduce -1.1% | 221,193 | $5.3M |
| Liberty Capital Management, Inc. | 0.98% | Add +5.7% | 218,914 | $5.3M |
| WT Wealth Management | 1.51% | Add +0.8% | 218,410 | $5.3M |
| Breakwater Investment Management | 1.88% | Add +1.0% | 216,224 | $5.2M |
| Intelligence Driven Advisers, LLC | 0.74% | Reduce -2.0% | 216,133 | $5.2M |
| Upper Left Wealth Management, LLC | 3.15% | Add +3.3% | 214,971 | $5.2M |
| Savvy Advisors, Inc. | 0.17% | Add +15.2% | 212,967 | $5.1M |
| CGN Advisors LLC | 0.40% | Add +7.1% | 212,343 | $5.1M |
| Waterford Advisors, LLC | 1.99% | Add +0.1% | 212,113 | $5.1M |
| Five Oceans Advisors | 1.78% | Reduce -0.5% | 209,389 | $5.0M |
| Koshinski Asset Management, Inc. | 0.32% | Add +1.0% | 209,167 | $5.0M |
| SWS Partners | 1.21% | Add +0.6% | 208,613 | $5.0M |
| Grant Street Asset Management, Inc. | 1.01% | Add +3.3% | 207,684 | $5.0M |
| Cambridge Capital Management, LLC | 2.24% | Add +2.6% | 207,270 | $5.0M |
| Tradewinds Capital Management, LLC | 1.05% | Add +7.7% | 206,464 | $5.0M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -22.3% | 206,090 | $5.0M |
| NBT Bank, N.A. | 0.32% | Reduce -1.3% | 191,057 | $4.9M |
| Independent Solutions Wealth Management, LLC | 0.88% | Reduce -3.0% | 200,165 | $4.8M |
| RHS Financial, LLC | 2.35% | Reduce -3.6% | 200,076 | $4.8M |
| Yanni & Associates Investment Advisors, LLC | 4.81% | — | 200,036 | $4.8M |
| Cherry Tree Wealth Management, LLC | 1.01% | Add +2.7% | 198,129 | $4.8M |
| Curtis Advisory Group, LLC | 1.00% | Add +4.9% | 198,073 | $4.8M |
| Valeo Financial Advisors, LLC | 0.11% | Reduce -0.3% | 197,686 | $4.8M |
| Beacon Wealthcare LLC | 1.62% | Reduce -0.2% | 196,171 | $4.7M |
| LifePlan Investment Advisors, Inc. | 1.91% | Add +0.5% | 195,153 | $4.7M |
| Strategic Financial Planning, Inc. | 2.67% | Add +0.1% | 195,099 | $4.7M |
| Womack Financial LLC | 3.46% | Add +0.8% | 194,866 | $4.7M |
| Madison Wealth Partners, Inc | 0.85% | Add +71.2% | 194,374 | $4.7M |
| Tempus Wealth Planning, LLC | 1.07% | Add +3.3% | 193,986 | $4.7M |
| Cahill Financial Advisors Inc. | 0.51% | Add +3.5% | 192,341 | $4.6M |
| Mutual Advisors, LLC | 0.10% | Reduce -0.5% | 191,925 | $4.6M |
| Pacific Capital Wealth Advisors, Inc. | 0.79% | Add +4.1% | 190,864 | $4.6M |
| Friday Financial | 1.61% | Reduce -27.5% | 190,382 | $4.6M |
| Diversified Enterprises, LLC | 0.27% | Add +17.0% | 189,388 | $4.6M |
| CVA Family Office, LLC | 0.52% | Reduce -0.8% | 188,712 | $4.5M |
| B.O.S.S. Retirement Advisors, LLC | 1.42% | Add +116.6% | 187,984 | $4.5M |
| Foster Group, Inc. | 0.14% | Add +5.1% | 186,629 | $4.5M |
| LVW Advisors, LLC | 0.45% | Add +4.0% | 186,136 | $4.5M |
| IFP Advisors, Inc | 0.10% | Add +14.1% | 186,051 | $4.5M |
| Old National Bancorp | 0.07% | Reduce -0.7% | 185,168 | $4.5M |
| AdvisorNet Financial, Inc | 0.24% | Reduce -0.3% | 185,125 | $4.5M |
| KOM Wealth Management Group, LLC | 3.15% | Add +16.2% | 184,936 | $4.4M |
| Brighton Jones LLC | 0.16% | Add +11.1% | 184,269 | $4.4M |
| Apollon Wealth Management, LLC | 0.08% | Add +2.5% | 184,016 | $4.4M |
| Ancora Advisors LLC | 0.09% | Add +1.3% | 180,715 | $4.3M |
| Attessa Capital LLC | 2.34% | Reduce -2.6% | 178,279 | $4.3M |
| Ieq Capital, LLC | 0.01% | Add +18.6% | 178,239 | $4.3M |
| Argent Trust Co | 0.15% | Reduce -3.1% | 178,226 | $4.3M |
| Carnegie Investment Counsel | 0.08% | Add +403.7% | 177,801 | $4.3M |
| Avalon Advisory Group | 1.74% | No change | 177,646 | $4.3M |
| Nwam LLC | 0.24% | Add +1.6% | 169,211 | $4.2M |
| RFG Advisory, LLC | 0.08% | Reduce -53.5% | 176,404 | $4.2M |
| Axxcess Wealth Management, LLC | 0.08% | Add +10.4% | 176,122 | $4.2M |
| Blair William & Co. | 0.01% | Reduce -2.5% | 175,147 | $4.2M |
| Evergreen Capital Management LLC | 0.09% | Add +0.0% | 174,724 | $4.2M |
| Clearwater Capital Advisors, LLC | 0.34% | Add +2.1% | 172,156 | $4.1M |
| Global Strategic Investment Solutions, LLC | 0.40% | Reduce -0.2% | 170,909 | $4.1M |
| Blackhawk Capital Partners, LLC | 1.54% | Add +17.3% | 170,751 | $4.1M |
| Cambridge Financial Group, LLC | 1.40% | Add +7.0% | 193,443 | $4.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +0.1% | 167,165 | $4.0M |
| Hamrick Investment Counsel, llc | 2.99% | — | 167,007 | $4.0M |
| Peak Financial Management, Inc. | 1.03% | Reduce -1.9% | 166,485 | $4.0M |
| Aire Advisors, LLC | 0.73% | Add +1.0% | 165,374 | $4.0M |
| CAP Partners, LLC | 2.24% | Add +3.0% | 164,630 | $4.0M |
| Elm Partners Management LLC | 0.18% | Add +5.7% | 163,644 | $3.9M |
| Grey Ledge Advisors, LLC | 0.89% | Add +4.2% | 162,854 | $3.9M |
| Diversify Wealth Management, LLC | 0.18% | Reduce -1.9% | 157,319 | $3.9M |
| Woodmont Investment Counsel LLC | 0.25% | Reduce -0.5% | 162,616 | $3.9M |
| DHJJ Financial Advisors, Ltd. | 1.29% | Add +1.3% | 161,301 | $3.9M |
| Plum Street Advisors, LLC | 1.37% | Reduce -2.3% | 160,547 | $3.9M |
| Aptus Capital Advisors, LLC | 0.03% | Add +0.2% | 160,169 | $3.9M |
| Uptown Financial Advisors LLC | 3.26% | Add +4.6% | 159,015 | $3.8M |
| Sollinda Capital Management LLC | 0.97% | Add +17.5% | 158,644 | $3.8M |
| Condor Capital Management | 0.31% | Reduce -2.5% | 157,034 | $3.8M |
| Clearview Wealth Advisors LLC | 2.37% | Reduce -1.2% | 155,890 | $3.7M |
| Sheets Smith Wealth Management | 0.41% | Add +7.9% | 154,447 | $3.7M |
| SeaCrest Wealth Management, LLC | 0.37% | Reduce -1.3% | 150,145 | $3.7M |
| Pure Financial Advisors, LLC | 0.06% | Add +19.7% | 153,551 | $3.7M |
| Foundations Investment Advisors, LLC | 0.05% | Add +1.4% | 153,368 | $3.7M |
| Quadrant Capital Group LLC | 0.11% | Reduce -0.2% | 152,801 | $3.7M |
| Veridan Wealth LLC | 1.23% | Add +2.4% | 152,251 | $3.7M |
| Cape Investment Advisory, Inc. | 1.12% | Add +46331.8% | 151,832 | $3.7M |
| Comerica Bank | 0.01% | Add +9.4% | 151,643 | $3.6M |
| Csenge Advisory Group | 0.16% | Add +9.4% | 150,381 | $3.6M |
| Altfest L J & Co. Inc. | 0.39% | Add +3.6% | 148,069 | $3.6M |
| North Forty Two & Co. | 3.35% | Add +3.3% | 147,564 | $3.5M |
| Pioneer Wealth Management Group | 1.08% | Add +7.8% | 147,516 | $3.5M |
| Port Capital LLC | 0.15% | Add +2.7% | 146,892 | $3.5M |
| Northern Trust Corp. | 0.00% | Reduce -3.7% | 146,753 | $3.5M |
| Seaside Wealth Management, Inc. | 1.00% | Add +0.7% | 146,201 | $3.5M |
| Signaturefd, LLC | 0.05% | Reduce -15.7% | 144,674 | $3.5M |
| Payne Capital LLC | 3.54% | Add +0.3% | 144,616 | $3.5M |
| Range Advisory, LLC | 0.90% | — | 144,588 | $3.5M |
| Avior Wealth Management, LLC | 0.11% | Add +0.3% | 144,273 | $3.5M |
| Capital Analysts, LLC | 0.10% | Add +30.1% | 143,699 | $3.5M |
| Truist Financial Corp. | 0.00% | Add +2.6% | 143,323 | $3.4M |
| Caprock Group, LLC | 0.07% | Reduce -34.0% | 141,571 | $3.4M |
| Garrison Point Advisors, LLC | 1.50% | Add +11.8% | 141,202 | $3.4M |
| Tortoise Investment Management, LLC | 0.29% | Reduce -3.7% | 139,001 | $3.3M |
| Ballast Financial Advisors LLC | 3.44% | — | 138,794 | $3.3M |
| Salem Investment Counselors Inc. | 0.09% | Reduce -1.8% | 136,993 | $3.3M |
| Integrated Advisors Network LLC | 0.15% | Reduce -11.6% | 136,897 | $3.3M |
| Shared Vision Wealth Group LLC | 1.32% | Add +51.2% | 128,350 | $3.3M |
| Evensky & Katz LLC | 0.18% | Add +4.6% | 134,679 | $3.2M |
| Stevens Capital Partners | 0.82% | Add +708.1% | 130,872 | $3.1M |
| Freestone Capital Holdings, LLC | 0.09% | Add +4.2% | 130,639 | $3.1M |
| First National Bank of Omaha | 0.09% | New | 128,561 | $3.1M |
| HORAN Wealth, LLC | 0.48% | Add +2.5% | 129,020 | $3.1M |
| Sand Hill Global Advisors, LLC | 0.11% | Reduce -4.0% | 126,255 | $3.0M |
| Harbour Investments, Inc. | 0.06% | Add +8.8% | 125,297 | $3.0M |
| MADDEN SECURITIES Corp | 0.91% | Reduce -1.7% | 124,532 | $3.0M |
| Nelson Capital Management, LLC | 0.35% | Reduce -4.3% | 124,032 | $3.0M |
| SHUTTLEWORTH & Co | 2.72% | Add +1.7% | 123,649 | $3.0M |
| Motive Wealth Advisors | 1.26% | Reduce -3.7% | 123,306 | $3.0M |
| CIBC Private Wealth Group LLC | 0.01% | Add +17.5% | 123,188 | $3.0M |
| Moneywise, Inc. | 1.23% | Add +591.6% | 123,043 | $3.0M |
| Chapman Financial Group, LLC | 2.01% | Reduce -2.5% | 122,557 | $2.9M |
| D.B. Root & Company, LLC | 0.72% | Add +1.5% | 122,493 | $2.9M |
| Dorato Capital Management | 2.20% | — | 117,371 | $2.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.33% | Reduce -1.8% | 121,559 | $2.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 121,548 | $2.9M |
| Simplicity Wealth,LLC | 0.17% | Add +4.5% | 121,020 | $2.9M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.01% | Add +2.6% | 120,794 | $2.9M |
| Schneider Downs Wealth Management Advisors, LP | 0.33% | Reduce -1.1% | 120,607 | $2.9M |
| Arcataur Capital Management LLC | 0.83% | Reduce -3.1% | 120,331 | $2.9M |
| Embree Financial Group | 0.35% | Reduce -7.4% | 119,917 | $2.9M |
| Revisor Wealth Management LLC | 0.77% | Add +99.3% | 116,585 | $2.9M |
| ProVise Management Group, LLC | 0.20% | Reduce -2.9% | 119,521 | $2.9M |
| Per Stirling Capital Management, LLC. | 0.32% | Add +0.2% | 119,081 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +46.3% | 118,271 | $2.8M |
| Cannon Wealth Management Services, LLC | 1.99% | Add +29.7% | 117,057 | $2.8M |
| MBE Wealth Management, LLC | 1.17% | Add +1.4% | 115,977 | $2.8M |
| Enclave Advisors LLC | 0.39% | Add +9.7% | 115,480 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +8.8% | 115,459 | $2.8M |
| Whitcomb & Hess, Inc. | 0.65% | Add +4.4% | 111,429 | $2.8M |
| Creative Financial Designs Inc. | 0.17% | Reduce -4.4% | 114,285 | $2.7M |
| Global Retirement Partners, LLC | 0.05% | Add +10.4% | 112,785 | $2.7M |
| Wrenne Financial Planning LLC | 1.10% | Reduce -8.1% | 112,402 | $2.7M |
| Family Legacy Financial Solutions, LLC | 2.07% | Add +20.3% | 111,817 | $2.7M |
| Aspiring Ventures, LLC | 0.97% | Add +5.3% | 111,042 | $2.7M |
| 1900 Wealth Management LLC | 0.17% | Add +2.7% | 110,444 | $2.7M |
| Marquette Asset Management, LLC | 0.39% | Reduce -0.4% | 109,640 | $2.6M |
| Wealthspire Retirement, LLC | 0.16% | Reduce -0.7% | 107,741 | $2.6M |
| Long Island Wealth Management, Inc. | 1.22% | Reduce -1.0% | 107,257 | $2.6M |
| VERITY Wealth Advisors | 1.59% | Reduce -0.2% | 106,769 | $2.6M |
| Certuity, LLC | 0.16% | Reduce -16.3% | 106,494 | $2.6M |
| BSW Wealth Partners | 0.31% | Reduce -2.4% | 106,321 | $2.6M |
| Axos Invest Inc. | 1.87% | Reduce -25.6% | 106,006 | $2.5M |
| Omega Financial Group, LLC | 0.85% | Reduce -1.5% | 105,790 | $2.5M |
| Global Financial Private Client, LLC | 0.89% | No change | 105,453 | $2.5M |
| Meridian Investment Counsel Inc. | 0.61% | Add +0.2% | 105,196 | $2.5M |
| XY Planning Network, Inc. | 0.44% | Add +595.2% | 105,123 | $2.5M |
| American Financial Advisors, LLC | 0.33% | Reduce -11.5% | 105,010 | $2.5M |
| PFG Advisors | 0.12% | Add +315.2% | 104,338 | $2.5M |
| St. Louis Trust Co | 0.29% | Add +2.9% | 104,310 | $2.5M |
| Blossom Wealth Management | 4.11% | Reduce -4.4% | 103,452 | $2.5M |
| Johnson Bixby & Associates, LLC | 0.31% | Reduce -3.4% | 102,743 | $2.5M |
| Smartleaf Asset Management LLC | 0.09% | Add +146.4% | 101,834 | $2.5M |
| Roundview Capital LLC | 0.15% | Add +1.5% | 101,763 | $2.4M |
| Howard Financial Services, LTD. | 0.29% | Add +0.8% | 101,712 | $2.4M |
| Murphy & Mullick Capital Management Corp | 1.76% | Reduce -1.1% | 101,595 | $2.4M |
| BIP Wealth, LLC | 0.08% | Add +4.8% | 99,435 | $2.4M |
| Stewardship Advisors, LLC | 0.55% | Add +24.9% | 99,422 | $2.4M |
| Vanguard Group Inc. | 0.00% | Add +14.8% | 98,201 | $2.4M |
| Robbins Farley | 1.07% | Reduce -9.9% | 97,978 | $2.4M |
| Clear Retirement Advice LLC | 1.81% | — | 90,634 | $2.3M |
| Arcadia Investment Advisors LLC | 1.07% | Reduce -0.4% | 95,856 | $2.3M |
| Red Door Wealth Management, LLC | 0.24% | Add +4.7% | 95,469 | $2.3M |
| Tactive Advisors, LLC | 0.67% | Add +26.6% | 95,375 | $2.3M |
| Cambridge Advisors Inc. | 0.43% | Add +0.3% | 94,875 | $2.3M |
| West Paces Advisors Inc. | 0.44% | No change | 94,577 | $2.3M |
| Amicus Financial Advisors, LLC | 0.63% | — | 94,562 | $2.3M |
| Expressive Wealth LLC | 2.44% | — | 94,198 | $2.3M |
| True North Advisors, LLC | 0.29% | New | 93,415 | $2.2M |
| Elser Financial Planning, Inc | 1.62% | Add +0.0% | 93,304 | $2.2M |
| CDKV Holdings LLC | 1.88% | — | 93,272 | $2.2M |
| Beacon Bridge Wealth Partners, LLC | 0.74% | Reduce -22.8% | 92,137 | $2.2M |
| Wilkins Miller Wealth Management, LLC | 1.32% | Add +22.9% | 91,964 | $2.2M |
| Fiduciary Trust Co | 0.03% | Reduce -9.7% | 91,811 | $2.2M |
| Diversified Portfolios, Inc. | 0.18% | Add +2.0% | 88,941 | $2.1M |
| Kearns & Associates LLC | 1.09% | Add +1.4% | 88,010 | $2.1M |
| Affinity Capital Advisors, LLC | 0.29% | Add +0.0% | 87,339 | $2.1M |
| Nestegg Advisors, Inc. | 1.78% | Add +8.9% | 86,556 | $2.1M |
| Evoke Wealth, LLC | 0.04% | Add +2.9% | 86,313 | $2.1M |
| Awm Capital, LLC | 0.19% | Reduce -0.8% | 85,852 | $2.1M |
| SGL Investment Advisors, Inc. | 0.84% | Add +14.6% | 81,105 | $2.1M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -74.0% | 85,151 | $2.0M |
| Walter & Keenan Wealth Management LLC /in/ | 0.54% | Add +2.8% | 84,349 | $2.0M |
| Warwick Investment Management, Inc. | 0.31% | Add +3.8% | 83,377 | $2.0M |
| Kiley Juergens Wealth Management, LLC | 0.43% | Add +9.8% | 83,327 | $2.0M |
| C M Bidwell & Associates Ltd. | 0.94% | Reduce -9.1% | 83,009 | $2.0M |
| Passive Capital Management, LLC. | 0.62% | Add +1.8% | 82,405 | $2.0M |
| Fifth Third Securities, Inc. | 0.13% | Add +1.6% | 80,675 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.1% | 80,635 | $1.9M |
| Ami Investment Management Inc. | 0.44% | Reduce -0.5% | 80,604 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.9% | 80,415 | $1.9M |
| Aegis Wealth Management LLC | 1.09% | Add +2.2% | 80,301 | $1.9M |
| Robinhood Asset Management, LLC | 0.15% | — | 80,054 | $1.9M |
| Fifth Third Bancorp | 0.01% | Reduce -7.6% | 79,961 | $1.9M |
| Strategic Family Wealth Counselors, L.L.C. | 0.43% | Add +0.4% | 77,554 | $1.9M |
| NorthRock Partners, LLC | 0.03% | Add +29.5% | 79,681 | $1.9M |
| Meramec Financial Planners, LLC | 0.75% | — | 73,682 | $1.9M |
| HC Advisors, LLC | 1.32% | Reduce -1.8% | 79,471 | $1.9M |
| Donaldson Capital Management, LLC | 0.06% | Reduce -5.5% | 79,409 | $1.9M |
| MIdWestOne Financial Group, Inc. | 0.21% | No change | 79,156 | $1.9M |
| Ballast Rock Private Wealth LLC | 1.19% | — | 78,937 | $1.9M |
| Owen LaRue, LLC | 0.72% | Add +4.1% | 78,762 | $1.9M |
| Integrity Investment Advisors, LLC | 1.04% | New | 78,651 | $1.9M |
| IF Advisors, LLC | 1.53% | — | 78,365 | $1.9M |
| Carrera Capital Advisors | 0.32% | Reduce -0.7% | 77,963 | $1.9M |
| Oak Family Advisors, LLC | 0.57% | Reduce -0.6% | 77,684 | $1.9M |
| Diversified Trust Co. | 0.03% | Add +10.0% | 77,648 | $1.9M |
| Elevated Financial Group LLC | 0.64% | — | 77,517 | $1.9M |
| Angeles Wealth Management, LLC | 0.10% | Add +1.9% | 77,235 | $1.9M |
| Evanson Asset Management, LLC | 0.10% | Add +1.8% | 75,977 | $1.8M |
| Burkett Financial Services, LLC | 0.62% | Reduce -7.3% | 75,468 | $1.8M |
| Aspen Investment Management Inc | 0.55% | Add +0.9% | 75,459 | $1.8M |
| Ironwood Wealth Management, LLC. | 0.53% | Reduce -0.1% | 74,912 | $1.8M |
| Brickley Wealth Management | 0.30% | Add +1.4% | 74,390 | $1.8M |
| Tiaa Trust, National Association | 0.00% | Reduce -5.4% | 74,120 | $1.8M |
| May Hill Capital, LLC | 0.48% | Reduce -4.7% | 73,919 | $1.8M |
| Capital Advisors, Ltd. LLC | 0.20% | Reduce -3.5% | 73,832 | $1.8M |
| Lee Financial Co | 0.24% | Reduce -4.5% | 73,578 | $1.8M |
| Quadrature Capital Ltd | 0.02% | Add +265.0% | 72,978 | $1.8M |
| Cynosure Group, LLC | 0.18% | Add +2.3% | 72,811 | $1.8M |
| Private Capital Management, LLC | 0.17% | Reduce -0.3% | 72,767 | $1.7M |
| FAS Wealth Partners, Inc. | 0.11% | Reduce -2.3% | 72,277 | $1.7M |
| FinDec Wealth Services, Inc. | 1.85% | Reduce -0.7% | 71,698 | $1.7M |
| Dorsey & Whitney Trust CO LLC | 0.09% | Add +11.4% | 71,407 | $1.7M |
| Sei Investments Co. | 0.00% | Add +14.5% | 71,113 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +0.4% | 70,979 | $1.7M |
| Brookstone Capital Management | 0.02% | Add +34.4% | 70,658 | $1.7M |
| Alaska Wealth Advisors, LLC | 0.22% | Add +15.0% | 70,334 | $1.7M |
| Unify Financial Advisors | 1.77% | — | 70,270 | $1.7M |
| Brio Consultants, LLC | 0.22% | Add +19.0% | 69,938 | $1.7M |
| CoreCap Advisors, LLC | 0.06% | Reduce -3.4% | 69,882 | $1.7M |
| Great Waters Wealth Management | 0.18% | Add +1.8% | 69,651 | $1.7M |
| Mascagni Wealth Management, Inc. | 1.24% | Add +7.3% | 69,409 | $1.7M |
| Fiducient Advisors LLC | 0.21% | Add +2.5% | 69,392 | $1.7M |
| Independent Advisor Alliance | 0.04% | Add +162.3% | 68,889 | $1.7M |
| Koss-Olinger Consulting, LLC | 0.13% | Add +1.1% | 68,501 | $1.6M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.20% | — | 68,076 | $1.6M |
| Apella Capital, LLC | 0.03% | Add +4.5% | 67,452 | $1.6M |
| Diversified Investment Strategies, LLC | 1.05% | Reduce -1.6% | 66,845 | $1.6M |
| WLTH Capital Management, LLC | 1.23% | — | 59,827 | $1.6M |
| Greenhouse Wealth Management, LLC | 0.92% | Add +1.8% | 64,938 | $1.6M |
| Ballentine Partners, LLC | 0.02% | Add +39.6% | 64,815 | $1.6M |
| SteelPeak Wealth, LLC | 0.05% | Add +4.1% | 64,274 | $1.5M |
| TFO Wealth Partners, LLC | 0.23% | Add +1.9% | 63,817 | $1.5M |
| Evermay Wealth Management LLC | 0.17% | Reduce -2.7% | 63,319 | $1.5M |
| Rehmann Capital Advisory Group | 0.08% | Add +87.5% | 63,158 | $1.5M |
| Planned Solutions, Inc. | 0.49% | Add +1.3% | 63,033 | $1.5M |
| Abacus Planning Group, Inc. | 0.20% | Reduce -0.9% | 62,896 | $1.5M |
| White Pine Investment CO | 0.36% | Reduce -0.2% | 62,775 | $1.5M |
| WJ Financial Advisors LLC | 1.34% | Add +6.3% | 62,511 | $1.5M |
| Thompson Investment Management, Inc. | 0.19% | No change | 62,500 | $1.5M |
| Advyzon Investment Management, LLC | 0.17% | Add +0.6% | 62,326 | $1.5M |
| James Investment Research, Inc. | 0.16% | Add +28.8% | 62,323 | $1.5M |
| KRM Wealth Management L.L.C. | 0.82% | — | 62,036 | $1.5M |
| FDx Advisors, Inc. | 0.76% | Reduce -7.1% | 61,936 | $1.5M |
| Clark Asset Management, LLC | 0.15% | Reduce -25.3% | 61,603 | $1.5M |
| GC Wealth Management RIA, LLC | 0.05% | Reduce -74.8% | 61,597 | $1.5M |
| Brown Advisory Inc. | 0.00% | Add +9.2% | 61,568 | $1.5M |
| Pflug Koory, LLC | 0.69% | Add +36.2% | 61,382 | $1.5M |
| Anchor Investment Management, LLC | 0.12% | Reduce -0.3% | 61,063 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -9.2% | 60,804 | $1.5M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.70% | Reduce -72.8% | 11,071 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +138.5% | 60,459 | $1.5M |
| Westmount Partners, LLC | 0.36% | Add +0.3% | 60,411 | $1.5M |
| Principal Securities, Inc. | 0.02% | Add +3.0% | 59,957 | $1.4M |
| One Capital Management, LLC | 0.04% | Reduce -12.0% | 59,867 | $1.4M |
| Continuum Advisory, LLC | 0.14% | Add +11.3% | 59,438 | $1.4M |
| Three Bearings Fiduciary Advisors, Inc. | 1.32% | — | 55,672 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +20.5% | 64,686 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -1.8% | 58,644 | $1.4M |
| Asset Dedication, LLC | 0.09% | Reduce -0.8% | 58,601 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +1.5% | 58,561 | $1.4M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.47% | Reduce -0.3% | 58,358 | $1.4M |
| Keel Point, LLC | 0.08% | Reduce -0.4% | 57,857 | $1.4M |
| Frisco Financial Planning LLC | 1.16% | Add +2.4% | 57,614 | $1.4M |
| FF Advisors,LLC | 0.61% | Add +57.8% | 57,305 | $1.4M |
| Commerce Bank | 0.01% | Reduce -24.7% | 57,285 | $1.4M |
| Victrix Investment Advisors | 0.53% | New | 57,005 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -13.4% | 56,902 | $1.4M |
| DV Trading LLC | 0.12% | — | 56,900 | $1.4M |
| Heartwood Wealth Advisors LLC | 0.13% | Add +1.2% | 56,713 | $1.4M |
| Lyell Wealth Management, LP | 0.10% | Add +1.0% | 56,612 | $1.4M |
| Sunburst Financial Group, LLC | 0.27% | Reduce -0.8% | 56,425 | $1.4M |
| Abound Wealth Management | 0.32% | Reduce -5.7% | 56,355 | $1.4M |
| RCW Management, LLC | 1.37% | — | 56,229 | $1.4M |
| Rossmore Private Capital | 0.12% | No change | 56,094 | $1.3M |
| Traction Financial Partners, LLC | 0.80% | Reduce -3.0% | 56,051 | $1.3M |
| Access Financial Services, Inc. | 0.49% | Add +0.6% | 55,553 | $1.3M |
| Fairview Capital Investment Management, LLC | 0.07% | Add +4.3% | 55,336 | $1.3M |
| Smallwood Wealth Investment Management, LLC | 0.70% | Reduce -4.6% | 55,238 | $1.3M |
| Plan A Wealth LLC | 0.65% | Add +70.0% | 55,055 | $1.3M |
| Blue Zone Wealth Advisors, LLC | 0.25% | Add +22.0% | 54,897 | $1.3M |
| Sigma Investment Counselors Inc. | 0.07% | Add +2.7% | 54,876 | $1.3M |
| GK Wealth Management LLC | 0.96% | Add +34.5% | 54,786 | $1.3M |
| Coastwise Capital Group, LLC | 0.68% | Add +3.5% | 54,748 | $1.3M |
| Granite Islands Private Wealth, LLC | 1.19% | — | 53,635 | $1.3M |
| Verus Wealth Management, LLC | 1.20% | Reduce -0.1% | 53,498 | $1.3M |
| Gambit Capital Management, LLC | 0.91% | — | 53,112 | $1.3M |
| Meridian Financial Advisors, LLC | 0.69% | Add +69.3% | 52,978 | $1.3M |
| IFG Advisory, LLC | 0.06% | Add +3.2% | 52,802 | $1.3M |
| Legacy Wealth Asset Management, LLC | 0.31% | New | 52,524 | $1.3M |
| Cooper/Haims Advisors, LLC | 0.57% | Reduce -1.0% | 52,456 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +30.0% | 52,427 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.06% | Add +4.8% | 51,975 | $1.2M |
| American Investment Services, Inc. | 0.29% | Reduce -2.4% | 51,951 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +5174.8% | 51,904 | $1.2M |
| Fonville Wealth Management LLC | 0.25% | Add +0.9% | 51,767 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Reduce -9.0% | 51,723 | $1.2M |
| Indivisible Partners | 0.13% | — | 51,464 | $1.2M |
| Larson Financial Group LLC | 0.04% | Reduce -7.5% | 51,416 | $1.2M |
| Oath Planning, LLC | 1.22% | — | 51,280 | $1.2M |
| Ritholtz Wealth Management | 0.02% | Reduce -8.2% | 51,204 | $1.2M |
| Weaver Capital Management LLC | 0.26% | Reduce -8.0% | 51,036 | $1.2M |
| Wilson & Boucher Capital Management, LLC | 0.80% | Add +1.4% | 50,988 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Add +12.6% | 50,982 | $1.2M |
| Citrine Capital LLC | 0.57% | Reduce -0.1% | 50,766 | $1.2M |
| Vermillion Wealth Management, Inc. | 0.50% | Add +127.3% | 50,414 | $1.2M |
| Spinnaker Investment Group, LLC | 0.22% | Reduce -2.0% | 50,353 | $1.2M |
| Flputnam Investment Management Co. | 0.02% | No change | 49,942 | $1.2M |
| Monetary Solutions, Ltd | 1.18% | — | 49,873 | $1.2M |
| Code Waechter LLC | 0.77% | Reduce -8.9% | 49,706 | $1.2M |
| Klingman & Associates, LLC | 0.06% | Reduce -13.5% | 49,441 | $1.2M |
| Meeder Advisory Services, Inc. | 0.05% | Add +7.9% | 49,222 | $1.2M |
| Madden Advisory Services, Inc. | 0.48% | Reduce -1.2% | 49,208 | $1.2M |
| Aspen Grove Capital, LLC | 0.20% | Add +0.4% | 49,116 | $1.2M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +0.1% | 49,061 | $1.2M |
| Root Financial Partners, LLC | 0.06% | Add +38.3% | 49,006 | $1.2M |
| Golden Reserve Retirement LLC | 0.22% | New | 48,927 | $1.2M |
| Watershed Private Wealth LLC | 0.35% | Reduce -2.1% | 48,687 | $1.2M |
| Earned Wealth Advisors, LLC | 0.08% | Reduce -17.0% | 48,640 | $1.2M |
| Oxford Financial Group, LTD. LLC | 0.06% | Add +67.1% | 48,609 | $1.2M |
| Fagan Associates, Inc. | 0.15% | Reduce -2.0% | 47,955 | $1.2M |
| Laffer Tengler Investments, Inc. | 0.20% | No change | 47,759 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -16.8% | 47,598 | $1.1M |
| Perspective Wealth Advisors LLC | 0.81% | — | 47,586 | $1.1M |
| Hardin Capital Partners, LLC | 0.54% | Add +3.5% | 47,439 | $1.1M |
| Bullock Wealth Management Group | 0.56% | — | 47,350 | $1.1M |
| Victory Financial Group, LLC | 0.14% | Reduce -1.3% | 47,265 | $1.1M |
| Successful Portfolios LLC | 0.57% | Add +12.0% | 45,347 | $1.1M |
| Brooklyn Investment Group | 0.05% | New | 46,566 | $1.1M |
| Wernau Asset Management Inc. | 1.11% | Add +2.9% | 46,540 | $1.1M |
| Renaissance Technologies | 0.00% | New | 46,500 | $1.1M |
| Geometric Wealth Advisors | 0.14% | Reduce -1.6% | 46,484 | $1.1M |
| Curry Webb Wealth Management LLC | 0.55% | — | 46,453 | $1.1M |
| Quadcap Wealth Management, LLC | 0.13% | Reduce -0.0% | 45,920 | $1.1M |
| Clay Northam Wealth Management, LLC | 0.61% | Reduce -3.2% | 45,710 | $1.1M |
| Daybright Advisory Services, Inc. | 0.29% | — | 45,696 | $1.1M |
| Lewis Asset Management, LLC | 0.45% | Reduce -1.7% | 45,488 | $1.1M |
| Strategic Investment Solutions, Inc. | 0.26% | Add +0.0% | 45,257 | $1.1M |
| Avant Financial Advisors LLC | 0.78% | Add +0.9% | 45,169 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +22.5% | 44,746 | $1.1M |
| Ironwood Financial, llc | 0.18% | Reduce -0.5% | 42,724 | $1.1M |
| SevenBridge Financial Group, LLC | 0.17% | Reduce -1.4% | 41,971 | $1.1M |
| J.E. Simmons & Co., P.C. | 0.69% | — | 44,373 | $1.1M |
| Valued Retirements, Inc. | 1.04% | Add +18.7% | 44,293 | $1.1M |
| LTG Capital LLC | 0.83% | Add +1.5% | 44,187 | $1.1M |
| Summitry LLC | 0.04% | Add +369.4% | 44,049 | $1.1M |
| Gould Asset Management LLC | 0.19% | Reduce -5.2% | 43,990 | $1.1M |
| Forum Financial Management, LP | 0.01% | Add +7.3% | 43,974 | $1.1M |
| Argos Wealth Advisors, LLC | 0.28% | — | 43,065 | $1.0M |
| Cardiff Park Advisors, LLC | 0.09% | Add +5.2% | 42,933 | $1.0M |
| Primoris Wealth Advisors, LLC | 0.62% | Reduce -0.4% | 42,864 | $1.0M |
| Bfsg, LLC | 0.10% | Reduce -3.5% | 42,798 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 42,641 | $1.0M |
| United Advisor Group, LLC | 0.13% | Add +40.4% | 41,986 | $1.0M |
| Vista Capital Partners, Inc. | 0.10% | Add +86.5% | 41,657 | $1.0M |
| Cabot Wealth Management Inc. | 0.11% | Reduce -3.5% | 41,164 | $990K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -0.6% | 41,118 | $988K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +0.7% | 41,014 | $986K |
| Fielder Capital Group LLC | 0.21% | No change | 40,959 | $985K |
| Acorn Wealth Advisors, LLC | 0.29% | Add +2.4% | 40,833 | $982K |
| Franklin Resources Inc. | 0.00% | Add +2.8% | 40,820 | $981K |
| Coordinated Financial Services, Inc. | 0.57% | Add +4.7% | 40,657 | $977K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +5.9% | 40,563 | $975K |
| Summit Trail Advisors, LLC | 0.02% | No change | 40,408 | $971K |
| Greenline Partners, LLC | 0.11% | Add +0.7% | 40,369 | $970K |
| FineMark National Bank & Trust | 0.03% | Reduce -2.5% | 39,472 | $949K |
| Black Cypress Capital Management, LLC | 0.66% | Reduce -1.6% | 39,386 | $947K |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.1% | 39,282 | $944K |
| Vantage Financial Partners, LLC | 0.19% | Reduce -0.3% | 39,147 | $941K |
| TSG Advice Partners, LLC | 0.14% | — | 39,136 | $941K |
| Rossby Financial, LCC | 0.29% | Add +10.3% | 38,933 | $936K |
| Integrated Wealth Management | 1.05% | — | 38,823 | $933K |
| Princeton Global Asset Management LLC | 0.15% | No change | 38,746 | $931K |
| Mayflower Financial Advisors, LLC | 0.11% | No change | 38,528 | $926K |
| Emergent Wealth Advisors, LLC | 0.52% | Add +2.4% | 38,452 | $924K |
| Holderness Investments Co. | 0.19% | Add +0.6% | 38,171 | $918K |
| Dakota Wealth Management | 0.02% | Reduce -2.5% | 38,056 | $915K |
| RMR Wealth Builders | 0.07% | Reduce -1.9% | 37,813 | $909K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -9.7% | 37,797 | $909K |
| Cascade Financial Partners, LLC | 0.09% | Reduce -21.5% | 37,790 | $908K |
| Twele Capital Management, Inc. | 0.16% | Reduce -0.2% | 37,730 | $907K |
| Investment Advisory Group, LLC | 0.23% | Add +33.5% | 37,614 | $904K |
| Monograph Wealth Advisors, LLC | 0.09% | Add +3.6% | 37,337 | $898K |
| Beacon Capital Management, LLC | 0.14% | Add +23.7% | 37,290 | $896K |
| Shakespeare Wealth Management, LLC | 0.20% | No change | 37,098 | $892K |
| Arkansas Financial Group, Inc. | 0.13% | Add +118.2% | 37,092 | $892K |
| CWA Asset Management Group, LLC | 0.03% | Add +10.0% | 36,889 | $887K |
| Cambria Investment Management, L.P. | 0.05% | Reduce -4.2% | 36,743 | $883K |
| Harbour Investment Management LLC | 0.47% | Add +0.6% | 36,731 | $883K |
| CreativeOne Wealth, LLC | 0.02% | Add +17.7% | 36,716 | $883K |
| Keybank National Association | 0.00% | Add +5.7% | 36,449 | $876K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | New | 36,329 | $873K |
| Archer Investment Management, LLC | 0.47% | Reduce -0.3% | 36,243 | $871K |
| FWG Investments, LLC. | 0.55% | Add +10.0% | 36,201 | $870K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -10.1% | 36,197 | $870K |
| Biltmore Family Office, LLC | 0.12% | No change | 36,188 | $870K |
| Manuka Financial, LLC | 0.54% | No change | 35,960 | $864K |
| Wolff Financial Management LLC | 0.19% | Add +2.9% | 35,777 | $860K |
| Total Clarity Wealth Management, Inc. | 0.21% | Add +21.8% | 35,439 | $852K |
| Quadrant Private Wealth Management, LLC | 0.14% | Add +14.7% | 35,362 | $850K |
| Flower City Capital | 0.43% | Add +23.7% | 35,335 | $849K |
| Brucke Financial, Inc. | 0.46% | Reduce -0.1% | 35,044 | $842K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -3.1% | 34,942 | $840K |
| Snowden Capital Advisors LLC | 0.02% | New | 34,802 | $837K |
| Curated Wealth Partners LLC | 0.09% | New | 34,677 | $834K |
| Villere St Denis J & Co. LLC | 0.09% | No change | 34,670 | $833K |
| PDS Planning, Inc | 0.06% | Add +101.4% | 34,550 | $831K |
| Coldstream Capital Management Inc. | 0.01% | Add +6.0% | 34,456 | $828K |
| QRG Capital Management, Inc. | 0.01% | Add +112.3% | 33,972 | $817K |
| Seed Wealth Management, Inc. | 0.56% | No change | 33,940 | $816K |
| Mather Group, Llc. | 0.01% | Add +7.0% | 33,753 | $811K |
| Front Row Advisors LLC | 0.27% | Reduce -0.4% | 33,733 | $811K |
| Flaharty Asset Management, LLC | 0.10% | Add +26.9% | 33,505 | $805K |
| Massachusetts Financial Services Co. | 0.00% | Add +20.4% | 33,237 | $799K |
| Essential Partners LLC | 0.25% | Add +22.7% | 33,128 | $796K |
| Versant Capital Management, Inc | 0.10% | Add +0.7% | 33,076 | $795K |
| NDVR, Inc. | 0.65% | Reduce -2.2% | 32,682 | $786K |
| Pennington Partners & Co., LLC | 0.31% | Add +0.5% | 32,591 | $783K |
| Crescent Sterling, Ltd. | 0.80% | Reduce -1.3% | 32,590 | $783K |
| Wingate Wealth Advisors, Inc. | 0.44% | Add +12.8% | 32,528 | $782K |
| Granite Investment Partners, LLC | 0.05% | Add +0.0% | 32,430 | $780K |
| Fisher Asset Management | 0.00% | Add +10.5% | 32,324 | $777K |
| Beaird Harris Wealth Management, LLC | 0.05% | Reduce -0.5% | 32,302 | $777K |
| Brown Brothers Harriman & Co. | 0.00% | Add +5.8% | 32,300 | $776K |
| Single Point Partners, LLC | 0.15% | Add +0.9% | 32,105 | $772K |
| Legacy Bridge, LLC | 0.31% | Add +9.3% | 32,096 | $772K |
| Broadview Financial Management, LLC | 0.52% | Add +2.9% | 32,045 | $770K |
| Elevation Wealth Partners, LLC | 0.27% | Reduce -10.3% | 31,852 | $766K |
| Bcwm, LLC | 0.23% | No change | 31,768 | $764K |
| Clarity Capital Advisors, LLC | 0.38% | Add +2.9% | 31,710 | $762K |
| Aspiriant, LLC | 0.02% | Add +15.8% | 31,633 | $760K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -22.9% | 31,450 | $756K |
| Ehrlich Financial Group | 0.43% | Add +9.3% | 31,306 | $753K |
| Ranch Capital Advisors Inc. | 0.28% | Add +7.5% | 31,268 | $752K |
| Glenmede Trust Co. NA | 0.00% | — | 31,264 | $752K |
| Basepoint Wealth LLC | 0.45% | Reduce -0.1% | 31,144 | $749K |
| LFA - Lugano Financial Advisors SA | 0.39% | No change | 31,104 | $748K |
| Visionary Horizons, LLC | 0.39% | Add +66.2% | 31,089 | $747K |
| Pacific Asset Management, LLC | 0.45% | Add +2.9% | 31,035 | $746K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +27.9% | 30,790 | $740K |
| Centaurus Financial, Inc. | 0.03% | Add +0.1% | 30,741 | $739K |
| Basecamp Wealth Advisors LLC | 0.16% | — | 30,737 | $739K |
| Almanack Investment Partners, LLC. | 0.13% | Add +181.7% | 30,713 | $738K |
| Davis Wealth Advisors, LLC | 0.61% | Add +5.3% | 30,680 | $738K |
| Integral Investment Advisors, Inc. | 0.18% | No change | 30,640 | $737K |
| Daytona Street Capital LLC | 0.57% | — | 30,602 | $736K |
| Red Reef Advisors LLC | 0.75% | — | 30,583 | $735K |
| Wall Capital Group, Inc. | 0.70% | — | 30,408 | $731K |
| Pathway Financial Advisors LLC | 0.09% | No change | 29,488 | $729K |
| Ewa, LLC | 0.18% | New | 30,256 | $727K |
| Prospera Capital Management, LLC | 0.37% | No change | 30,206 | $726K |
| Baldwin Investment Management, LLC | 0.08% | No change | 30,153 | $725K |
| Market Street Wealth Management Advisors LLC | 0.11% | No change | 30,125 | $724K |
| Stone Summit Wealth LLC | 0.20% | Reduce -4.2% | 30,116 | $724K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -0.5% | 30,084 | $723K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -4.0% | 30,052 | $722K |
| Mairs & Power Inc. | 0.01% | No change | 30,000 | $721K |
| Simon Quick Advisors, LLC | 0.03% | Add +8.6% | 29,941 | $720K |
| M. Kulyk & Associates, LLC | 0.14% | Add +9.0% | 29,849 | $718K |
| MBL Wealth, LLC | 0.06% | No change | 29,846 | $717K |
| Goldstein Advisors, LLC | 0.08% | Add +43.8% | 29,752 | $715K |
| Wescott Financial Advisory Group, LLC | 0.06% | Add +47.6% | 29,541 | $710K |
| My Personal CFO, LLC | 0.29% | New | 29,391 | $707K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +18.0% | 29,239 | $703K |
| Accel Wealth Management | 0.19% | No change | 29,080 | $699K |
| Carolina Wealth Advisors, LLC | 0.31% | Reduce -8.6% | 28,940 | $696K |
| Oldfather Financial Services, LLC | 0.21% | Add +2.5% | 28,926 | $695K |
| EdgeRock Capital LLC | 0.18% | No change | 28,775 | $692K |
| AAF Wealth Management, LLC | 0.29% | Add +1.6% | 28,705 | $690K |
| Claro Advisors Inc. | 0.09% | Reduce -11.9% | 28,618 | $688K |
| Lifeworks Advisors, LLC | 0.09% | Reduce -14.3% | 28,505 | $685K |
| Bowman & Co S.C. | 0.29% | Add +0.9% | 28,422 | $683K |
| Capital Financial Group Inc\co\ | 0.38% | — | 28,403 | $683K |
| Acorn Financial Advisory Services Inc. | 0.10% | Add +1.3% | 28,258 | $679K |
| Howe & Rusling Inc. | 0.04% | Add +107.4% | 28,203 | $678K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +15.0% | 28,106 | $676K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -2.9% | 28,017 | $674K |
| Sage Mountain Advisors LLC | 0.04% | No change | 28,000 | $673K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -0.5% | 27,926 | $671K |
| Advisory Resource Group | 0.12% | Add +128.3% | 27,888 | $670K |
| DecisionMap Wealth Management, LLC | 0.41% | Add +2.3% | 27,866 | $670K |
| Capasso Planning Partners LLC | 0.37% | Reduce -28.5% | 27,838 | $669K |
| Kera Capital Partners, Inc. | 0.08% | Add +0.2% | 26,252 | $668K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +10.4% | 27,781 | $668K |
| Arax Advisory Partners | 0.02% | New | 27,711 | $666K |
| RCS Financial Planning, LLC | 0.29% | Reduce -5.1% | 27,676 | $665K |
| Lighthouse Wealth Management Inc. | 0.45% | No change | 27,549 | $662K |
| Pallas Capital Advisors LLC | 0.02% | Add +88.5% | 27,357 | $658K |
| Uptick Partners, LLC | 0.14% | Add +42.9% | 27,266 | $655K |
| Prosperity Bancshares Inc | 0.59% | — | 27,213 | $654K |
| Bensler, LLC | 0.07% | Reduce -1.9% | 27,077 | $651K |
| Bridgewater Advisors Inc. | 0.04% | Add +0.1% | 25,887 | $649K |
| Asset One Wealth Management LLC | 0.09% | — | 25,257 | $647K |
| Stockman Wealth Management, Inc. | 0.08% | No change | 26,795 | $644K |
| FMB Wealth Management | 0.25% | No change | 26,752 | $643K |
| Westwood Wealth Management | 0.48% | New | 26,742 | $643K |
| Lionshead Wealth Management, LLC | 0.48% | Reduce -7.3% | 26,742 | $643K |
| Trevian Wealth Management LLC | 0.30% | New | 26,454 | $636K |
| Financial Synergies Wealth Advisors, Inc. | 0.06% | Add +1.0% | 26,411 | $635K |
| Sovereign Financial Group, Inc. | 0.11% | Add +8.3% | 26,065 | $627K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +19.6% | 26,052 | $626K |
| Sterling Investment Management, LLC | 0.35% | Reduce -3.2% | 26,031 | $626K |
| Collective Family Office LLC | 0.14% | Reduce -2.6% | 26,005 | $625K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.2% | 25,947 | $624K |
| Colton Groome Financial Advisors, LLC | 0.18% | Add +0.0% | 25,904 | $623K |
| Squarepoint Ops LLC | 0.00% | Reduce -46.4% | 25,826 | $621K |
| Regions Financial Corp. | 0.00% | Reduce -68.8% | 25,601 | $615K |
| Trust Co. of Vermont | 0.03% | Add +152.5% | 25,484 | $613K |
| Madison Asset Management, LLC | 0.01% | Add +0.9% | 25,380 | $610K |
| Weik Capital Management | 0.23% | Reduce -2.7% | 25,325 | $609K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 25,297 | $608K |
| Palisade Asset Management, LLC | 0.06% | Reduce -0.9% | 25,220 | $606K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +13.1% | 25,219 | $606K |
| Clear Investment Research, LLC | 1.00% | Reduce -0.3% | 25,126 | $604K |
| Chesley Taft & Associates LLC | 0.02% | Add +65.9% | 25,001 | $601K |
| Values Added Financial LLC | 0.25% | Reduce -2.8% | 24,939 | $600K |
| Plancorp, LLC | 0.02% | Reduce -0.5% | 24,791 | $596K |
| Bright Futures Wealth Management, LLC. | 0.44% | Add +32.4% | 24,777 | $596K |
| Silver Oak Securities, Incorporated | 0.04% | Add +7.1% | 24,591 | $595K |
| Regal Investment Advisors LLC | 0.04% | Add +14.7% | 24,677 | $593K |
| Becker Capital Management Inc. | 0.02% | No change | 24,646 | $593K |
| Proffitt & Goodson Inc. | 0.08% | No change | 24,643 | $592K |
| StoneX Group Inc. | 0.03% | Add +15.9% | 24,602 | $592K |
| KCM Investment Advisors LLC | 0.02% | Add +4.2% | 24,571 | $591K |
| Ifrah Financial Services, Inc. | 0.15% | Reduce -1.7% | 24,564 | $591K |
| First Trust Advisors LP | 0.00% | Reduce -0.3% | 24,522 | $589K |
| Guardian Wealth Advisors, LLC | 0.33% | Reduce -1.2% | 24,441 | $588K |
| Mayfair Advisory Group, LLC | 0.23% | Add +13.2% | 24,114 | $587K |
| M Holdings Securities, Inc. | 0.04% | Add +61.2% | 24,332 | $585K |
| MCF Advisors LLC | 0.03% | Add +46.7% | 24,286 | $584K |
| Everhart Financial Group, Inc. | 0.05% | Add +21.4% | 24,144 | $580K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Add +10.6% | 24,092 | $579K |
| Perryman Financial Advisory Inc. | 0.08% | — | 23,964 | $576K |
| New England Private Wealth Advisors LLC | 0.07% | Add +1.6% | 23,745 | $571K |
| Joule Financial, LLC | 0.17% | Reduce -11.8% | 23,430 | $563K |
| National Bank of Canada | 0.00% | Add +21.5% | 23,417 | $563K |
| ETF Store, Inc. | 0.57% | Add +2.6% | 23,415 | $563K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +4.8% | 23,381 | $562K |
| Three Bridge Wealth Advisors, LLC | 0.15% | Reduce -3.0% | 23,280 | $560K |
| Sachem Hill LLC | 0.11% | Reduce -1.0% | 23,238 | $559K |
| HUB Investment Partners, LLC | 0.02% | Add +17.6% | 23,210 | $558K |
| Advisory Alpha, LLC | 0.02% | Add +49.8% | 23,174 | $557K |
| Coppell Advisory Solutions LLC | 0.05% | No change | 22,695 | $549K |
| Darrow Company, Inc. | 0.25% | Add +29.1% | 22,815 | $548K |
| Portside Wealth Group, LLC | 0.07% | Add +0.1% | 22,668 | $545K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +23.6% | 22,667 | $545K |
| Luts & Greenleigh Group, Inc. | 0.46% | No change | 22,617 | $544K |
| Midwest Financial Group LLC | 0.24% | Add +19.0% | 22,535 | $542K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 22,484 | $541K |
| Greenwood Gearhart LLC | 0.03% | Add +2.5% | 22,255 | $535K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +3.9% | 22,224 | $534K |
| Glass Jacobson Investment Advisors llc | 0.19% | Add +8.9% | 22,201 | $534K |
| Crusonia Wealth Advisors LLC | 0.12% | — | 22,170 | $533K |
| Mayport, LLC | 0.11% | Add +3.0% | 22,132 | $532K |
| waypoint wealth counsel | 0.20% | Reduce -1.6% | 22,107 | $531K |
| Jim Saulnier & Associates, LLC | 0.27% | Reduce -31.6% | 22,031 | $530K |
| Piscataqua Savings Bank | 0.37% | New | 22,002 | $529K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Reduce -0.7% | 21,884 | $526K |
| VSM Wealth Advisory, LLC | 0.16% | Reduce -1.0% | 21,874 | $526K |
| Crewe Advisors LLC | 0.05% | Add +2.5% | 21,780 | $524K |
| Madrid Wealth Management, LLC | 0.42% | — | 21,751 | $523K |
| Rubicon Advisors, GP | 0.49% | — | 21,636 | $520K |
| Cordant, Inc. | 0.22% | Reduce -0.7% | 21,526 | $517K |
| Capital Planning LLC | 0.14% | Add +19.2% | 21,243 | $517K |
| Lloyd Advisory Services, LLC. | 0.20% | Reduce -1.7% | 21,510 | $517K |
| Signature Resources Capital Management, LLC | 0.26% | No change | 21,468 | $516K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.2% | 21,422 | $515K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +100.1% | 20,744 | $513K |
| Key Financial Inc | 0.09% | Add +0.0% | 21,271 | $511K |
| First Manhattan Co. Llc. | 0.00% | Reduce -2.5% | 21,253 | $511K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 21,228 | $510K |
| Integrity Advisory Solutions, LLC | 0.07% | Add +17.0% | 21,224 | $510K |
| MidAtlantic Capital Management, Inc. | 0.33% | Reduce -2.4% | 21,136 | $508K |
| Sterling Investment Advisors, Ltd. | 0.09% | Add +4.4% | 21,086 | $507K |
| Ade, LLC | 0.25% | Add +7.3% | 21,057 | $506K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.0% | 20,988 | $505K |
| MeadowBrook Investment Advisors LLC | 0.44% | Reduce -0.6% | 20,893 | $502K |
| Transcend Capital Advisors, LLC | 0.04% | Add +3.3% | 20,889 | $502K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -7.9% | 20,834 | $501K |
| Jacobs Equity LLC | 0.48% | — | 20,802 | $500K |
| Aspect Partners, LLC | 0.22% | No change | 20,761 | $499K |
| BWM Planning, LLC | 0.13% | New | 20,550 | $494K |
| Private Trust Co. NA | 0.04% | Reduce -6.5% | 20,517 | $493K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 20,500 | $493K |
| Birchbrook, Inc. | 0.24% | Add +0.1% | 20,416 | $491K |
| Wealthcare Capital Management LLC | 0.05% | No change | 20,389 | $490K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -30.6% | 20,282 | $488K |
| Astra Wealth Partners LLC | 0.30% | No change | 20,080 | $483K |
| SLT Holdings LLC | 0.32% | Reduce -18.2% | 20,000 | $481K |
| SOL Capital Management CO | 0.04% | Add +0.3% | 19,899 | $478K |
| John Boyer, Inc. | 0.49% | Add +2.1% | 19,868 | $478K |
| CWC Advisors, LLC. | 0.23% | Add +0.8% | 19,862 | $477K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -1.7% | 19,833 | $477K |
| Sowell Financial Services LLC | 0.02% | Add +69.7% | 19,745 | $475K |
| Certior Financial Group, LLC | 0.32% | Reduce -6.3% | 19,732 | $474K |
| Wealth Preservation Advisors, LLC | 0.24% | Add +6.0% | 19,586 | $471K |
| Boston Trust Walden Corp | 0.00% | No change | 19,583 | $471K |
| WealthPLAN Partners, LLC | 0.07% | Reduce -2.0% | 19,560 | $470K |
| GM Advisory Group, LLC | 0.02% | Add +3.7% | 19,499 | $469K |
| Fearless Solutions, LLC dba Best Invest | 0.28% | No change | 19,420 | $467K |
| Jacobs & Co. | 0.04% | No change | 19,362 | $465K |
| Westbourne Investments, Inc. | 0.22% | Reduce -0.3% | 19,334 | $465K |
| Sovran Advisors, LLC | 0.04% | Add +33.6% | 18,551 | $465K |
| Marshall Financial Group, LLC | 0.09% | Add +2.1% | 19,325 | $465K |
| Ethos Financial Group, LLC | 0.03% | Add +73.4% | 19,143 | $460K |
| Sawgrass Asset Management LLC | 0.06% | Add +7.3% | 19,134 | $460K |
| Elevated Capital Advisors, LLC | 0.11% | Reduce -2.1% | 19,081 | $459K |
| HCR Wealth Advisors | 0.05% | Add +27.2% | 19,018 | $457K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +13.9% | 18,974 | $456K |
| Twin Cities Retirement Group LLC | 0.44% | — | 18,951 | $456K |
| Foguth Wealth Management, LLC. | 0.07% | — | 18,659 | $455K |
| Parkside Financial Bank & Trust | 0.03% | Add +1.5% | 18,888 | $454K |
| Tenzing Financial LLC | 0.37% | — | 18,882 | $454K |
| DDD Partners, LLC | 0.03% | No change | 18,774 | $451K |
| Aerodigm Wealth, LLC | 0.17% | New | 18,679 | $449K |
| Castle Wealth Management LLC | 0.15% | Reduce -2.0% | 18,602 | $447K |
| Family Investment Center, Inc. | 0.09% | Add +1.6% | 18,543 | $446K |
| YHB Investment Advisors, Inc. | 0.03% | Add +3.8% | 18,503 | $445K |
| Fiduciary Financial Group, LLC | 0.06% | Add +0.5% | 18,465 | $444K |
| Haverford Trust Co | 0.00% | Add +0.6% | 18,396 | $442K |
| One Charles Private Wealth Services, LLC | 0.11% | No change | 18,390 | $442K |
| ORBA Wealth Advisors, L.L.C. | 0.38% | No change | 18,378 | $442K |
| Rede Wealth, LLC | 0.15% | New | 18,304 | $440K |
| Well Done, LLC | 0.07% | No change | 18,260 | $439K |
| Ogorek Anthony Joseph /NY/ | 0.12% | Add +3.6% | 18,244 | $438K |
| Entrewealth, LLC | 0.20% | New | 16,829 | $437K |
| Everett Harris & Co. | 0.01% | No change | 18,156 | $436K |
| Cornerstone Planning Group LLC | 0.07% | Add +13025.6% | 16,932 | $435K |
| Sapient Capital LLC | 0.01% | Add +36.5% | 17,943 | $434K |
| Opal Capital LLC | 0.11% | — | 16,425 | $433K |
| Marietta Investment Partners LLC | 0.09% | Add +11.9% | 17,958 | $432K |
| Aviance Capital Partners, LLC | 0.05% | Add +0.0% | 17,948 | $431K |
| Morton Brown Family Wealth, LLC | 0.12% | No change | 17,884 | $430K |
| AMG National Trust Bank | 0.01% | Add +7.9% | 17,770 | $427K |
| SIMA Wealth Partners, LLC | 0.32% | Add +2.5% | 17,715 | $426K |
| SRH Advisors, LLC | 0.12% | Add +0.7% | 17,592 | $423K |
| Investment Partners Asset Management, Inc. | 0.26% | Reduce -37.6% | 17,499 | $421K |
| VCI Wealth Management LLC | 0.12% | Add +17.2% | 17,437 | $419K |
| Silver Oak Advisory Group, Inc. | 0.19% | Reduce -3.1% | 17,446 | $419K |
| Founders Financial Securities LLC | 0.02% | Add +41.3% | 17,403 | $418K |
| Greenleaf Trust | 0.00% | Add +92.8% | 17,402 | $418K |
| Neuberger Berman Group LLC | 0.00% | Add +66.7% | 17,318 | $416K |
| ONE Advisory Partners, LLC | 0.13% | Add +28.1% | 17,304 | $416K |
| Integrated Investment Consultants, LLC | 0.08% | No change | 17,263 | $415K |
| Colorado Capital Management, Inc. | 0.16% | Add +2.3% | 17,243 | $415K |
| Smart Portfolios, LLC | 0.41% | No change | 17,225 | $414K |
| Fragasso Financial Advisors Inc | 0.03% | Add +1.1% | 17,206 | $414K |
| Mosaic Family Wealth Partners, LLC | 0.05% | No change | 17,200 | $413K |
| 49 Wealth Management, LLC | 0.03% | Add +17.0% | 17,182 | $413K |
| Burling Wealth Partners, LLC | 0.06% | No change | 17,157 | $412K |
| Capstone Wealth Management Group LLC | 0.25% | Reduce -2.0% | 17,112 | $411K |
| Gutierrez Wealth Advisory, LLC | 0.26% | Add +2.8% | 17,106 | $411K |
| Blue Sky Capital Consultants Group, Inc. | 0.18% | New | 17,098 | $411K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -0.2% | 17,094 | $411K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -12.8% | 17,030 | $409K |
| Birchwood Financial Partners, Inc. | 0.40% | — | 16,921 | $407K |
| First Growth Capital LLC | 0.36% | — | 15,196 | $405K |
| Hancock Whitney Corp. | 0.01% | No change | 16,798 | $404K |
| Vident Advisory, LLC | 0.00% | Add +35.1% | 16,790 | $404K |
| Modus Advisors, LLC | 0.11% | No change | 16,574 | $398K |
| Gilpin Wealth Management, LLC | 0.32% | — | 16,550 | $398K |
| Advisor OS, LLC | 0.03% | Reduce -22.7% | 16,540 | $398K |
| Mission Creek Capital Partners, Inc. | 0.08% | No change | 27,858 | $397K |
| Net Worth Advisory Group | 0.08% | New | 16,456 | $396K |
| Keystone Financial Group | 0.03% | Add +0.7% | 16,349 | $393K |
| Stratos Investment Management, LLC | 0.02% | Reduce -2.6% | 16,331 | $393K |
| Sachetta, LLC | 0.21% | Add +6.7% | 16,326 | $392K |
| Stembrook Asset Management, LLC | 0.37% | — | 16,286 | $392K |
| Calamos Wealth Management LLC | 0.01% | Add +45.0% | 16,250 | $391K |
| Tocqueville Asset Management L.P. | 0.01% | Add +14.9% | 16,155 | $388K |
| REDW Wealth LLC | 0.15% | Reduce -23.0% | 16,142 | $388K |
| Syon Capital LLC | 0.02% | No change | 16,113 | $387K |
| Hutchens & Kramer Investment Management Group, LLC | 0.13% | Add +0.0% | 16,062 | $386K |
| Rainier Family Wealth Inc. | 0.29% | No change | 15,982 | $384K |
| Potentia Wealth | 0.14% | No change | 15,982 | $384K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -15.0% | 15,861 | $381K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 15,859 | $381K |
| Tiemann Investment Advisors, LLC | 0.15% | No change | 15,746 | $379K |
| International Assets Investment Management, LLC | 0.03% | Reduce -33.2% | 15,729 | $378K |
| GuidedMoney, LLC | 0.20% | — | 15,704 | $378K |
| Canopy Partners, LLC | 0.12% | No change | 15,675 | $377K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +36.8% | 15,674 | $377K |
| Hurlow Wealth Management Group, Inc. | 0.09% | Reduce -0.9% | 15,633 | $376K |
| Dravo Bay LLC | 0.16% | New | 15,623 | $376K |
| Moneco Advisors, LLC | 0.03% | Add +11.7% | 15,549 | $374K |
| Assetmark, Inc. | 0.00% | Add +9.1% | 15,538 | $374K |
| Golden State Wealth Management, LLC | 0.04% | Add +0.6% | 15,463 | $372K |
| Global Wealth Strategies & Associates | 0.09% | Reduce -7.8% | 15,437 | $371K |
| 25 LLC | 0.12% | Reduce -8.7% | 15,412 | $370K |
| J. Derek Lewis & Associates Inc. | 0.09% | — | 15,397 | $370K |
| American Trust | 0.03% | Reduce -49.0% | 15,374 | $370K |
| Bigelow Investment Advisors, LLC | 0.14% | Reduce -2.6% | 15,332 | $369K |
| Dunhill Financial, LLC | 0.12% | Reduce -14.7% | 15,242 | $366K |
| Accredited Investors Inc. | 0.02% | Reduce -2.2% | 15,238 | $366K |
| Essex Bank | 0.08% | No change | 15,201 | $365K |
| Satovsky Asset Management LLC | 0.07% | Add +4.0% | 15,190 | $365K |
| PFG Investments, LLC | 0.02% | Add +3.1% | 15,184 | $365K |
| One Wealth Map LLC | 0.19% | New | 14,209 | $364K |
| Spire Wealth Management | 0.01% | Add +38.2% | 15,127 | $364K |
| Disciplined Investors, L.L.C. | 0.24% | Reduce -2.6% | 15,085 | $363K |
| NewSquare Capital LLC | 0.03% | Reduce -6.6% | 15,074 | $362K |
| Cassilly Financial Group LLC | 0.32% | — | 14,938 | $359K |
| Lutz Financial Services LLC | 0.02% | No change | 14,938 | $359K |
| Twelve Points Wealth Management LLC | 0.08% | No change | 14,444 | $359K |
| Requisite Capital Management, LLC | 0.07% | New | 14,931 | $359K |
| Manske Wealth Management | 0.11% | No change | 14,901 | $358K |
| JDM Financial Group LLC | 0.14% | Add +2.9% | 14,837 | $357K |
| Builder Investment Group Inc. | 0.08% | Add +2.2% | 14,805 | $356K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -3.0% | 14,796 | $356K |
| Joseph P. Lucia & Associates, LLC | 0.13% | Reduce -1.1% | 14,747 | $355K |
| Peak Asset Management, LLC | 0.06% | Add +46.8% | 14,731 | $354K |
| Pegasus Asset Management, Inc. | 0.11% | New | 14,670 | $353K |
| Wetzel Investment Advisors, Inc. | 0.14% | Reduce -0.2% | 14,665 | $353K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -7.8% | 14,628 | $352K |
| OMNI 360 Wealth, Inc. | 0.18% | Add +8.2% | 14,056 | $352K |
| SPWM Advisors LLC | 0.34% | — | 14,591 | $351K |
| Heritage Investors Management Corp. | 0.01% | Reduce -15.1% | 14,459 | $348K |
| Cottage Street Advisors LLC | 0.15% | New | 14,401 | $346K |
| Fulton Bank, N.A. | 0.01% | New | 14,386 | $346K |
| Astoria Portfolio Advisors LLC. | 0.08% | Add +1.1% | 12,966 | $346K |
| Rothschild Wealth LLC | 0.03% | New | 14,352 | $345K |
| Sage Rhino Capital LLC | 0.07% | Add +2.8% | 14,326 | $344K |
| PCM Encore, LLC | 0.07% | — | 14,321 | $344K |
| Sax Wealth Advisors, LLC | 0.02% | Add +0.6% | 14,206 | $342K |
| Ignite Planners, LLC | 0.05% | Add +0.6% | 13,419 | $341K |
| Fulcrum Wealth Advisors, LLC | 0.28% | — | 14,158 | $340K |
| D.A. Davidson & Co. | 0.00% | Reduce -11.2% | 14,040 | $338K |
| KLCM Advisors, Inc. | 0.03% | New | 14,002 | $337K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -8.9% | 13,936 | $335K |
| Macroview Investment Management LLC | 0.23% | Add +11.8% | 13,927 | $335K |
| Avity Investment Management Inc. | 0.02% | No change | 13,800 | $332K |
| Hartline Investment Corp./ | 0.04% | Add +9.8% | 13,745 | $330K |
| Northwest Wealth Management, LLC | 0.05% | Reduce -7.1% | 13,737 | $330K |
| Fiduciary Group, LLC | 0.03% | Reduce -2.4% | 13,706 | $329K |
| Eagle Strategies LLC | 0.04% | New | 13,689 | $329K |
| Strategic Advisory Partners, LLC | 0.27% | — | 13,624 | $328K |
| First Foundation Advisors | 0.01% | Add +8.7% | 13,616 | $327K |
| Eaton Financial Holdings Company, LLC | 0.09% | Reduce -18.6% | 13,592 | $327K |
| Mengis Capital Management, Inc. | 0.06% | Add +3.0% | 13,584 | $327K |
| Nicolet Bankshares Inc. | 0.05% | No change | 13,576 | $326K |
| Lathrop Investment Management Co. | 0.06% | Add +3.8% | 13,468 | $324K |
| Farnam Financial LLC | 0.24% | Add +3.2% | 13,430 | $323K |
| Jacobi Capital Management LLC | 0.02% | No change | 13,416 | $323K |
| Comprehensive Money Management Services LLC | 0.22% | No change | 13,394 | $322K |
| Indie Asset Partners, LLC | 0.36% | Add +52.2% | 13,367 | $321K |
| Heritage Family Offices, LLP | 0.15% | New | 13,363 | $321K |
| Prospera Financial Services Inc | 0.01% | Reduce -11.6% | 13,351 | $321K |
| Shearwater Capital LLC | 0.18% | No change | 13,328 | $320K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 13,313 | $320K |
| Pacific Point Advisors, LLC | 0.17% | No change | 13,303 | $320K |
| Parkshore Wealth Management, Inc. | 0.12% | Add +2.9% | 13,221 | $318K |
| Werba Rubin Papier Wealth Management | 0.09% | Reduce -2.2% | 13,203 | $317K |
| Regimen Wealth, LLC | 0.09% | Add +2.9% | 13,174 | $317K |
| IRON Financial LLC | 0.14% | Add +0.1% | 13,085 | $315K |
| Equita Financial Network, Inc. | 0.09% | Add +30.7% | 13,014 | $313K |
| BOS Asset Management, LLC | 0.08% | No change | 12,936 | $311K |
| Mirador Capital Partners LP | 0.04% | Add +33.3% | 12,858 | $309K |
| WealthCollab, LLC | 0.13% | Add +286.8% | 12,849 | $309K |
| Consilium Wealth Advisory, LLC | 0.11% | No change | 12,718 | $306K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.9% | 12,692 | $305K |
| LJI Wealth Management, LLC | 0.05% | No change | 12,660 | $304K |
| Vernal Point Advisors, LLC | 0.13% | No change | 12,620 | $303K |
| Directional Asset Management | 0.27% | — | 12,600 | $303K |
| Wealth Enhancement Trust Services, Inc. | 0.04% | — | 12,576 | $302K |
| Ahara Advisors LLC | 0.27% | — | 12,565 | $302K |
| JB Capital LLC | 0.01% | Add +0.3% | 12,512 | $301K |
| Scott Capital Advisors, LLC | 0.07% | Add +1.9% | 12,459 | $300K |
| Sentinel Pension Advisors, LLC | 0.05% | Reduce -43.3% | 12,408 | $298K |
| Busey Bank | 0.01% | Reduce -23.4% | 12,390 | $298K |
| Waterfront Wealth Inc. | 0.06% | Reduce -5.8% | 11,646 | $297K |
| Presidio Capital Management, LLC | 0.09% | New | 12,349 | $297K |
| RBA Wealth Management, LLC | 0.10% | Add +3.8% | 12,339 | $297K |
| Patten & Patten Inc. | 0.02% | No change | 12,275 | $295K |
| Odyssey Capital Advisors, Inc. | 0.26% | — | 12,270 | $295K |
| Burton Enright Welch | 0.04% | Reduce -16.0% | 12,143 | $292K |
| Panoramic Investment Advisors, LLC | 0.16% | Add +2.3% | 12,132 | $292K |
| Balboa Wealth Partners | 0.05% | New | 12,113 | $291K |
| Smith Salley Wealth Management | 0.01% | Reduce -10.6% | 12,070 | $290K |
| Northstar Group, Inc. | 0.04% | No change | 12,068 | $290K |
| TD Private Client Wealth LLC | 0.01% | Add +1200300.0% | 12,004 | $289K |
| Human Investing LLC | 0.04% | New | 11,954 | $287K |
| Ascent Advisors, LLC | 55.13% | — | 11,910 | $286K |
| River's Edge Wealth Management, LLC | 0.28% | — | 10,777 | $285K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +8.7% | 11,858 | $285K |
| Advance Capital Management, Inc. | 0.01% | Add +2.8% | 11,854 | $285K |
| Aspen Capital Management, LLC | 0.07% | Reduce -3.3% | 11,785 | $283K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 11,611 | $279K |
| Tribridge Partners Financial LLC | 0.12% | Add +1.1% | 11,579 | $278K |
| Balanced Wealth Group LLC | 0.10% | Add +3.5% | 11,850 | $278K |
| Evolution Advisers, Inc. | 0.12% | Add +7.6% | 11,562 | $277K |
| IronBridge Private Wealth, LLC | 0.09% | No change | 11,870 | $276K |
| Paragon Capital Management Ltd | 0.06% | No change | 11,479 | $276K |
| Robinswood Financial LLC | 0.09% | No change | 11,454 | $275K |
| Aquire Wealth Advisors, LLC | 0.07% | New | 11,413 | $274K |
| Pandora Wealth, Inc. | 0.17% | No change | 11,400 | $274K |
| Manning & Napier Advisors LLC | 0.00% | Add +21.6% | 11,292 | $273K |
| Heck Capital Advisors, LLC | 0.02% | Add +2.8% | 11,361 | $273K |
| Sprinkle Financial Consultants LLC | 0.14% | Add +2.4% | 11,349 | $273K |
| Trek Financial, LLC | 0.02% | New | 11,318 | $272K |
| Quotient Wealth Partners, LLC | 0.01% | New | 11,265 | $271K |
| Journey Beyond Wealth, LLC | 0.22% | Add +0.9% | 11,259 | $271K |
| Fca Corp. | 0.08% | Add +0.0% | 11,171 | $269K |
| Peterson Wealth Advisors, LLC | 0.04% | Reduce -37.6% | 11,161 | $268K |
| Marathon Strategic Advisors, LLC | 0.20% | No change | 11,105 | $267K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -10.8% | 11,038 | $265K |
| Arcadia Wealth Management, LLC | 0.10% | Reduce -22.7% | 10,960 | $263K |
| Curio Wealth, LLC | 0.09% | Reduce -3.0% | 10,908 | $263K |
| Index Fund Advisors, Inc. | 0.01% | Add +1.2% | 10,925 | $263K |
| Quent Capital, LLC | 0.02% | Add +3.0% | 10,862 | $261K |
| Roger Wittlin Investment Advisory, LLC | 0.18% | New | 10,834 | $260K |
| Kilner Capital Advisors, LLC | 0.25% | — | 10,832 | $260K |
| Parsonex Advisory Services, Inc. | 0.17% | Reduce -1.4% | 10,832 | $260K |
| Prudent Investors Network, Inc. | 0.06% | No change | 10,822 | $260K |
| ATLas Financial Planning LLC | 0.25% | — | 10,805 | $260K |
| Heritage Wealth Management, Inc. | 0.07% | Add +23.4% | 10,791 | $259K |
| Radnor Capital Management, LLC | 0.04% | No change | 10,768 | $259K |
| Waterloo Capital, L.P. | 0.02% | Add +0.0% | 10,768 | $259K |
| Florida Financial Advisors, LLC | 0.07% | New | 10,752 | $258K |
| Cary Street Partners Financial LLC | 0.01% | Add +7.9% | 10,720 | $258K |
| Manchester Financial Inc. | 0.05% | Reduce -7.1% | 10,682 | $257K |
| Morling Financial Advisors, LLC | 0.08% | Add +29.9% | 10,680 | $257K |
| Northwest Quadrant Wealth Management, LLC | 0.05% | Add +2.9% | 10,657 | $256K |
| Summit Investment Advisory Services, LLC | 0.10% | New | 10,643 | $256K |
| Morris Financial Concepts, Inc. | 0.09% | No change | 10,602 | $255K |
| BLB&B Advisors, LLC | 0.01% | Reduce -11.5% | 10,596 | $255K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +1.6% | 10,591 | $255K |
| First Pacific Financial | 0.03% | Reduce -3.1% | 10,566 | $254K |
| Clarity Wealth Advisors, LLC | 0.05% | Reduce -7.3% | 10,558 | $254K |
| Everest Private Wealth | 0.14% | No change | 10,550 | $254K |
| Strategic Equity Management | 0.09% | Reduce -11.0% | 10,483 | $252K |
| Landing Point Financial Group, LLC | 0.13% | Add +1.0% | 10,471 | $252K |
| Hutchinson Capital Management | 0.04% | No change | 10,451 | $251K |
| Security National Bank | 0.04% | No change | 10,399 | $250K |
| Accretive Wealth Partners, LLC | 0.07% | No change | 10,395 | $250K |
| Greenup Street Wealth Management LLC | 0.04% | Add +16.2% | 10,372 | $249K |
| Vantus Wealth LLC | 0.18% | — | 10,362 | $249K |
| Roffman Miller Associates Inc. | 0.01% | New | 10,351 | $249K |
| Western Reserve Capital Management, LLC | 0.23% | — | 10,262 | $247K |
| Sequent Planning LLC | 0.06% | New | 10,261 | $247K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -13.4% | 10,254 | $247K |
| Wood Tarver Financial Group, LLC | 0.07% | No change | 10,264 | $246K |
| Sage Financial Group Inc. | 0.02% | Reduce -4.3% | 10,207 | $245K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -10.3% | 10,206 | $245K |
| Diversify Advisory Services, LLC | 0.01% | Add +5.3% | 9,746 | $245K |
| Lakeridge Wealth Management LLC | 0.11% | Add +2.7% | 10,167 | $244K |
| Xena Financial Planning, LLC | 0.29% | — | 10,153 | $244K |
| Bellwether Advisors, LLC | 0.04% | No change | 10,150 | $244K |
| Addison Advisors LLC | 0.05% | Add +2450.3% | 10,150 | $244K |
| Madison Park Capital Advisors, LLC | 0.20% | Add +2.9% | 10,143 | $244K |
| Canvas Wealth Advisors, LLC | 0.04% | Reduce -4.9% | 10,136 | $244K |
| Cypress Wealth Services, LLC | 0.03% | Reduce -1.5% | 10,115 | $243K |
| Ruggiero Investments, Inc. | 0.22% | — | 10,092 | $243K |
| Columbia Asset Management | 0.04% | New | 10,073 | $242K |
| Hamilton Point Investment Advisors, LLC | 0.04% | No change | 10,072 | $242K |
| Keystone Wealth Services, LLC | 0.05% | Reduce -46.5% | 10,061 | $242K |
| Joel Isaacson & Co., LLC | 0.01% | Add +1.3% | 10,036 | $241K |
| Impact Partnership Wealth, LLC | 0.03% | New | 10,029 | $241K |
| Ironsides Asset Advisors, LLC | 0.06% | No change | 10,000 | $240K |
| Weatherly Asset Management L. P. | 0.02% | New | 9,861 | $237K |
| Ironwood Investment Counsel, LLC | 0.03% | Reduce -18.3% | 9,841 | $237K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -30.8% | 9,763 | $235K |
| Moss Adams Wealth Advisors LLC | 0.02% | No change | 9,756 | $235K |
| Raub Brock Capital Management LP | 0.05% | Add +2.9% | 9,736 | $234K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -6.6% | 9,667 | $232K |
| Forza Wealth Management, LLC | 0.08% | No change | 9,634 | $232K |
| Main Street Research LLC | 0.01% | No change | 9,606 | $231K |
| Barnes Pettey Financial Advisors, LLC | 0.11% | Reduce -0.0% | 9,593 | $231K |
| Caerus Investment Advisors, LLC | 0.08% | New | 9,558 | $230K |
| Capstone Financial Advisors, Inc. | 0.01% | Reduce -7.1% | 9,556 | $230K |
| Annex Advisory Services, LLC | 0.00% | Reduce -2.6% | 9,490 | $228K |
| Rothschild Investment LLC | 0.01% | Add +38.2% | 9,489 | $228K |
| Strategic Financial Services, Inc. | 0.01% | No change | 8,722 | $227K |
| Highland Capital Management, LLC | 0.01% | No change | 9,382 | $226K |
| Prevail Innovative Wealth Advisors, LLC | 0.04% | New | 9,332 | $224K |
| Maridea Wealth Management LLC | 0.03% | Add +0.2% | 9,329 | $224K |
| Sage Capital Management, LLC | 0.10% | No change | 9,300 | $224K |
| Platform Technology Partners | 0.05% | No change | 9,237 | $222K |
| Drucker Wealth 3.0, LLC | 0.04% | Add +1.1% | 9,217 | $222K |
| Stephenson & Company, Inc. | 0.12% | No change | 9,207 | $221K |
| Relyea Zuckerberg Hanson LLC | 0.02% | Add +1.6% | 9,146 | $220K |
| Compass Financial Group, INC | 0.03% | Add +0.3% | 9,138 | $220K |
| Lantern Wealth Advisors, LLC | 0.12% | Reduce -20.6% | 9,121 | $219K |
| Briggs Wealth Management, Inc | 0.24% | — | 9,115 | $219K |
| Lavaca Capital LLC | 0.04% | No change | 9,087 | $218K |
| Worth Asset Management, LLC | 0.09% | Reduce -55.7% | 9,079 | $218K |
| Vawter Financial, Ltd. | 0.09% | No change | 9,033 | $217K |
| Fortune Financial Group, Inc. | 0.21% | — | 8,705 | $217K |
| Baker Tilly Wealth Management, LLC | 0.05% | Add +0.6% | 9,022 | $217K |
| Dahring | Cusmano LLC | 0.15% | Add +2.8% | 9,002 | $216K |
| White Lighthouse Investment Management Inc. | 0.03% | Reduce -3.1% | 9,001 | $216K |
| Austin Private Wealth, LLC | 0.02% | No change | 8,968 | $216K |
| TrustWell Financial Advisors, LLC | 0.21% | — | 8,903 | $214K |
| Capital City Trust Co. | 0.05% | New | 8,846 | $213K |
| Stephens Inc. | 0.00% | Reduce -9.4% | 8,839 | $212K |
| Capstone Wealth Management Group, LLC | 0.09% | New | 8,825 | $212K |
| Medallion Wealth Advisors, LLC | 0.07% | No change | 8,810 | $212K |
| Woodside Wealth Management LLC | 0.16% | Add +0.9% | 8,810 | $212K |
| Empirical Asset Management, LLC | 0.06% | New | 8,805 | $212K |
| Northwest Capital Management Inc | 0.91% | Reduce -84.0% | 8,748 | $210K |
| JGP Wealth Management, LLC | 0.02% | Reduce -8.2% | 8,742 | $210K |
| FLP Wealth Management, LLC | 0.50% | New | 8,738 | $210K |
| Heritage Oak Wealth Advisors LLC | 0.08% | No change | 8,666 | $208K |
| GatePass Capital, LLC | 0.11% | New | 8,658 | $208K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Reduce -2.7% | 8,617 | $207K |
| Financial Management Network Inc. | 0.03% | New | 8,491 | $207K |
| Bernardo Wealth Planning LLC | 0.04% | New | 8,604 | $207K |
| Stage Harbor Financial, LLC | 0.14% | No change | 8,593 | $207K |
| MKD Wealth Coaches, LLC | 0.21% | New | 8,590 | $207K |
| Fulton Breakefield Broenniman LLC | 0.01% | New | 8,567 | $206K |
| TFC Financial Management, Inc. | 0.03% | Add +0.5% | 8,548 | $205K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | Add +42.4% | 8,547 | $205K |
| Waddell & Associates, LLC | 0.01% | Reduce -0.6% | 8,545 | $205K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 8,542 | $205K |
| Cathy Pareto & Associates, Inc. | 0.14% | New | 8,539 | $205K |
| Asset Advisory Group, Inc. | 0.10% | — | 8,522 | $205K |
| MOKAN Wealth Management Inc. | 0.09% | New | 8,521 | $205K |
| Ellevest, Inc. | 0.03% | New | 8,517 | $205K |
| Cahaba Wealth Management, Inc. | 0.01% | Reduce -38.6% | 8,491 | $204K |
| Urban Financial Advisory Corp | 0.08% | No change | 8,482 | $204K |
| Rock Point Advisors, LLC | 0.05% | New | 8,464 | $203K |
| CDM Financial Counseling Services, Inc. | 0.19% | — | 8,459 | $203K |
| Ares Financial Consulting, LLC | 0.19% | — | 8,456 | $203K |
| ARK & TLK Investments, LLC | 0.06% | New | 8,412 | $202K |
| Fortem Financial Group, LLC | 0.05% | New | 8,409 | $202K |
| Cadence Wealth Management LLC | 0.10% | New | 8,404 | $202K |
| ARS Wealth Advisors Group, LLC | 0.02% | New | 8,397 | $202K |
| Leading Edge Financial Planning LLC | 0.05% | New | 8,387 | $202K |
| Twin Peaks Wealth Advisors, LLC | 0.06% | New | 7,625 | $201K |
| Interchange Capital Partners, LLC | 0.04% | New | 8,353 | $201K |
| Traveka Wealth, LLC | 0.08% | New | 8,340 | $200K |
| Tyche Wealth Partners LLC | 0.03% | New | 8,340 | $200K |
| Global Assets Advisory, LLC | 0.06% | Reduce -4.8% | 8,335 | $200K |
| AIMZ Investment Advisors, LLC | 0.06% | New | 8,330 | $200K |
| Kingdom Financial Group LLC. | 0.06% | New | 8,304 | $200K |
| TD Capital Management LLC | 0.02% | Add +82.8% | 7,742 | $186K |
| Clayton Financial Group LLC | 0.09% | New | 7,670 | $184K |
| Blue Trust, Inc. | 0.00% | Reduce -32.1% | 7,604 | $183K |
| Johnson Financial Group, Inc. | 0.01% | No change | 7,084 | $170K |
| Quantum Capital Management, LLC / NJ | 0.02% | Add +0.9% | 7,076 | $170K |
| Bravera Wealth | 0.08% | — | 6,858 | $165K |
| Grove Bank & Trust | 0.02% | No change | 6,717 | $161K |
| Peachtree Investment Partners, LLC | 0.05% | Add +1.5% | 6,660 | $160K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 6,532 | $157K |
| Noble Wealth Management PBC | 0.08% | Add +0.1% | 6,405 | $154K |
| WFA of San Diego, LLC | 0.11% | No change | 6,202 | $149K |
| Key Capital Management, INC | 0.15% | — | 6,169 | $148K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.21% | No change | 6,120 | $147K |
| Gables Capital Management Inc. | 0.06% | No change | 5,922 | $142K |
| SouthState Bank Corp | 0.01% | Reduce -8.6% | 5,746 | $138K |
| Smithfield Trust Co | 0.01% | Add +6.0% | 5,707 | $138K |
| Phillips Financial Management, LLC | 0.01% | Add +25.5% | 5,704 | $137K |
| Colonial Trust Co / SC | 0.02% | No change | 5,700 | $137K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 5,441 | $131K |
| Arcadia Investment Management Corp. | 0.02% | New | 5,364 | $129K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +0.6% | 5,296 | $127K |
| Sound Income Strategies, LLC | 0.01% | Reduce -72.3% | 5,048 | $127K |
| Planning Project LLC | 0.03% | — | 5,249 | $126K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 5,236 | $126K |
| Glassman Wealth Services | 0.02% | Reduce -7.5% | 5,161 | $124K |
| GAMMA Investing LLC | 0.01% | Add +122.8% | 5,129 | $123K |
| REAP Financial Group, LLC | 0.02% | Add +29.1% | 4,867 | $117K |
| Richardson Capital Management LLC | 0.06% | Reduce -5.2% | 4,804 | $115K |
| Activest Wealth Management | 0.02% | New | 4,799 | $115K |
| Hoey Investments, Inc. | 0.02% | Add +1.7% | 4,751 | $114K |
| Fairman Group, LLC | 0.09% | Add +2.9% | 4,750 | $114K |
| Integrity Financial Corp | 0.06% | No change | 4,662 | $112K |
| Whittier Trust Co. | 0.00% | Add +6111.1% | 4,472 | $111K |
| Private Wealth Asset Management, LLC | 0.01% | Add +82.7% | 4,587 | $110K |
| Lodestone Wealth Management LLC | 0.04% | New | 4,579 | $110K |
| Cordgrass Capital Advisors, LLC | 0.02% | Add +1956.9% | 4,299 | $103K |
| Orion Capital Management LLC | 0.03% | No change | 4,298 | $103K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +51.8% | 4,245 | $102K |
| NorthAvenue LLC | 0.08% | — | 4,221 | $101K |
| Fairway Wealth LLC | 0.03% | No change | 4,147 | $100K |
| Hantz Financial Services, Inc. | 0.00% | Add +17.3% | 4,109 | $99K |
| N.E.W. Advisory Services LLC | 0.01% | Add +102.9% | 4,116 | $99K |
| NWK Group, Inc. | 0.03% | No change | 4,098 | $99K |
| Whipplewood Advisors, LLC | 0.06% | No change | 4,056 | $98K |
| Align Financial, LLC | 0.06% | — | 95,750 | $96K |
| Avion Wealth | 0.02% | No change | 3,920 | $94K |
| Quest 10 Wealth Builders, Inc. | 0.08% | Reduce -1.0% | 3,812 | $92K |
| Glassy Mountain Advisors, Inc. | 0.03% | No change | 3,806 | $91K |
| Balentine LLC | 0.00% | No change | 3,778 | $91K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 3,769 | $91K |
| Godsey & Gibb, Inc. | 0.01% | Add +18.6% | 3,747 | $90K |
| Tidemark, LLC | 0.03% | Add +66.4% | 3,741 | $90K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 3,691 | $89K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 3,676 | $88K |
| Game Plan Financial Advisors, LLC | 0.04% | No change | 3,624 | $87K |
| Tucker Asset Management LLC | 0.03% | Reduce -20.1% | 3,596 | $86K |
| SHP Wealth Management | 0.01% | — | 3,531 | $85K |
| Harbor Asset Planning, Inc. | 0.07% | Add +7.1% | 3,527 | $85K |
| Raffa Wealth Management, LLC | 0.01% | No change | 3,514 | $84K |
| Westend Capital Management, LLC | 0.02% | No change | 3,512 | $84K |
| Atlas Capital Advisors Inc. | 0.01% | — | 3,466 | $83K |
| Bullseye Investment Management, LLC | 0.04% | New | 3,438 | $83K |
| Pinney & Scofield, Inc. | 0.04% | Add +10.2% | 3,178 | $76K |
| Inlight Wealth Management, LLC | 0.03% | Add +77.1% | 3,127 | $75K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | Reduce -18.0% | 3,057 | $73K |
| Trust Co. of Toledo NA | 0.01% | New | 3,029 | $73K |
| Pacific Center for Financial Services | 0.02% | No change | 3,100 | $72K |
| Caldwell Trust Co | 0.01% | Reduce -50.0% | 2,922 | $70K |
| Signature Equity Partners, LLC | 0.04% | — | 2,839 | $68K |
| Clark Wealth Partners | 0.04% | No change | 2,830 | $68K |
| Highline Wealth Partners LLC | 0.02% | Reduce -4.6% | 2,771 | $67K |
| West Branch Capital LLC | 0.02% | No change | 2,706 | $65K |
| PFC Capital Group, Inc. | 0.03% | New | 2,704 | $65K |
| Bank of New Hampshire | 0.01% | No change | 2,640 | $63K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | New | 2,584 | $62K |
| Ankerstar Wealth, LLC | 0.06% | — | 2,564 | $62K |
| Triumph Capital Management | 0.01% | New | 2,443 | $59K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,440 | $59K |
| Kilter Group LLC | 0.03% | Reduce -0.3% | 2,422 | $58K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.2% | 2,308 | $55K |
| UMB Bank, n.a. | 0.00% | Add +15.5% | 2,194 | $53K |
| MTM Investment Management, LLC | 0.02% | No change | 2,192 | $53K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 2,186 | $53K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 2,096 | $52K |
| KERR FINANCIAL PLANNING Corp | 0.07% | No change | 2,000 | $51K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -11.9% | 1,999 | $48K |
| Caitlin John, LLC | 0.03% | No change | 1,967 | $47K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 1,964 | $47K |
| Timmons Wealth Management, LLC | 0.05% | — | 1,963 | $47K |
| St Germain D J Co. Inc. | 0.00% | Add +11.8% | 1,943 | $47K |
| Hollencrest Capital Management | 0.00% | No change | 1,930 | $46K |
| Bokf, NA | 0.00% | New | 1,862 | $45K |
| IFC & Insurance Marketing, Inc. | 0.04% | — | 1,846 | $44K |
| Sunrise Financial Services, LLC | 0.03% | — | 1,822 | $44K |
| Tsfg, LLC | 0.01% | No change | 1,756 | $42K |
| RMG Wealth Management LLC | 0.01% | Reduce -83.7% | 1,664 | $42K |
| North Star Investment Management Corp. | 0.00% | No change | 1,723 | $41K |
| First Horizon Corp. | 0.00% | No change | 1,702 | $41K |
| Osbon Capital Management LLC | 0.04% | — | 1,671 | $40K |
| Garton & Associates Financial Advisors LLC | 0.02% | — | 1,649 | $40K |
| Financial Perspectives, Inc | 0.01% | Add +13.6% | 1,643 | $39K |
| CENTRAL TRUST Co | 0.00% | Add +81.1% | 1,512 | $36K |
| Investors Research Corp | 0.01% | Reduce -29.1% | 1,458 | $35K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,449 | $35K |
| Kozak & Associates, Inc. | 0.01% | Add +2.8% | 1,340 | $33K |
| High Note Wealth, LLC | 0.01% | No change | 1,348 | $32K |
| PFS Partners, LLC | 0.01% | No change | 1,320 | $32K |
| Syntax Research, Inc. | 0.02% | Add +2.8% | 1,302 | $31K |
| Nemes Rush Group LLC | 0.00% | Add +3.9% | 1,298 | $31K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 1,160 | $30K |
| Optima Capital LLC | 0.01% | New | 1,239 | $30K |
| Financial Freedom, LLC | 0.01% | Add +2.2% | 1,195 | $29K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -38.1% | 1,189 | $29K |
| Pillar Financial Advisors, LLC | 0.02% | No change | 1,174 | $28K |
| CNB Bank | 0.01% | New | 1,140 | $27K |
| Valued Wealth Advisors LLC | 0.01% | No change | 1,085 | $26K |
| Comprehensive Financial Planning, Inc. | 0.02% | New | 1,053 | $25K |
| First Community Trust NA | 0.02% | No change | 1,024 | $25K |
| Measured Wealth Private Client Group, LLC | 0.01% | Reduce -37.8% | 974 | $23K |
| Ulland Investment Advisors, LLC | 0.02% | Reduce -71.2% | 966 | $23K |
| Cheviot Value Management, LLC | 0.00% | No change | 876 | $22K |
| SJS Investment Consulting Inc. | 0.00% | No change | 908 | $22K |
| ORG Partners LLC | 0.00% | No change | 852 | $20K |
| Eastern Bank | 0.00% | New | 810 | $19K |
| IMG Wealth Management, Inc. | 0.01% | New | 809 | $19K |
| Paladin Advisory Group, LLC | 0.01% | No change | 802 | $19K |
| Your Advocates Ltd., LLP | 0.01% | New | 786 | $19K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 786 | $19K |
| Ameriflex Group, Inc. | 0.01% | New | 764 | $18K |
| Affinity Wealth LLC | 0.01% | No change | 742 | $18K |
| Financial Connections Group, Inc. | 0.01% | Reduce -15.1% | 714 | $17K |
| Friedenthal Financial | 0.01% | Reduce -7.7% | 700 | $17K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | No change | 686 | $16K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +2.8% | 664 | $16K |
| Aventus Investment Advisors, Inc. | 0.01% | No change | 638 | $15K |
| Obsidian Cio, LLC | 0.02% | Reduce -97.9% | 628 | $15K |
| GW&K Investment Management, LLC | 0.00% | No change | 618 | $15K |
| North Ridge Wealth Advisors, Inc. | 0.01% | No change | 616 | $15K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | Reduce -45.9% | 604 | $15K |
| Contravisory Investment Management, Inc. | 0.00% | Add +27.1% | 600 | $14K |
| Creative Capital Management Investments LLC | 0.00% | Add +22.1% | 575 | $14K |
| Providence Capital Advisors, LLC | 0.00% | No change | 561 | $13K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 548 | $13K |
| Networth Advisors, LLC | 0.01% | — | 545 | $13K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 538 | $13K |
| Wilkerson Advisory Group LLC | 0.00% | — | 533 | $13K |
| Investment Counsel Co. of Nevada | 0.03% | No change | 532 | $13K |
| Concord Wealth Partners | 0.00% | Add +152.9% | 521 | $13K |
| Private Wealth Management Group, LLC | 0.00% | No change | 506 | $12K |
| RHL Group, LLC | 0.01% | — | 500 | $12K |
| Coston, McIsaac & Partners | 0.00% | No change | 528 | $12K |
| JNBA Financial Advisors | 0.00% | No change | 482 | $12K |
| Westside Investment Management, Inc. | 0.00% | No change | 454 | $11K |
| City State Bank | 0.00% | No change | 450 | $11K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 446 | $11K |
| HighMark Wealth Management LLC | 0.00% | Add +2.9% | 427 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 422 | $10K |
| Horrell Capital Management, Inc. | 0.00% | No change | 390 | $9K |
| Strive Financial Group ,LLC | 0.00% | — | 376 | $9K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 374 | $9K |
| Fortitude Family Office, LLC | 0.00% | Add +90.6% | 366 | $9K |
| Jessup Wealth Management, Inc | 0.00% | New | 358 | $9K |
| Blume Capital Management, Inc. | 0.00% | Add +1.4% | 356 | $9K |
| Colonial Trust Advisors | 0.00% | Add +2.9% | 352 | $8K |
| Toth Financial Advisory Corp. | 0.00% | Add +103.8% | 326 | $8K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 314 | $8K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -12.6% | 292 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 290 | $7K |
| Costello Asset Management, INC | 0.00% | Add +2.9% | 284 | $7K |
| Archer Investment Corp | 0.00% | Add +2.9% | 282 | $7K |
| West Financial Advisors, LLC | 0.00% | Reduce -7.9% | 279 | $7K |
| Beacon Financial Strategies CORP | 0.00% | New | 258 | $6K |
| Investors Portfolio Services LLC | 0.01% | — | 247 | $6K |
| Western Pacific Wealth Management, LP | 0.01% | Add +2.9% | 246 | $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 |
| Quaker Wealth Management, LLC | 0.00% | New | 231 | $6K |
| Park Place Capital Corp | 0.00% | New | 226 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 206 | $5K |
| Aberdeen Wealth Management LLC | 0.00% | No change | 200 | $5K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 199 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +2.6% | 195 | $5K |
| Stephens Consulting, LLC | 0.00% | No change | 178 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 166 | $4K |
| DB Fitzpatrick & Co, Inc | 0.00% | Add +70.0% | 153 | $4K |
| Strategic Advocates LLC | 0.00% | No change | 147 | $4K |
| LGT Financial Advisors LLC | 0.02% | Reduce -73.4% | 146 | $4K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 138 | $3K |
| IAG Wealth Partners, LLC | 0.00% | No change | 138 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.3% | 130 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -96.2% | 124 | $3K |
| Heritage Wealth Advisors | 0.00% | Add +2.5% | 123 | $3K |
| Innovative Advisory Group, LLC | 0.00% | No change | 116 | $3K |
| Solstein Capital, LLC | 0.00% | No change | 110 | $3K |
| WPG Advisers, LLC | 0.00% | New | 100 | $2K |
| Group One Trading LLC | 0.00% | No change | 100 | $2K |
| Greenline Wealth Management LLC | 0.00% | — | 97 | $2K |
| Tompkins Financial Corp. | 0.00% | No change | 92 | $2K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 72 | $2K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 70 | $2K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -88.0% | 68 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | — | 64 | $2K |
| Graney & King, LLC | 0.00% | Add +3.3% | 63 | $2K |
| Camelot Portfolios, LLC | 0.00% | New | 60 | $1K |
| HM Payson & Co. | 0.00% | New | 54 | $1K |
| Bernard Wealth Management Corp. | 0.00% | No change | 49 | $1K |
| New Republic Capital, LLC | 0.00% | No change | 44 | $1K |
| Atomic Invest LLC | 0.00% | — | 43 | $1K |
| Beacon Capital Management, Inc. | 0.00% | No change | 38 | $914 |
| Wagner Wealth Management, LLC | 0.00% | Add +2.8% | 37 | $890 |
| Blueline Advisors LLC | 0.00% | — | 36 | $866 |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -45.0% | 33 | $793 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 24 | $577 |
| Trust Co | 0.00% | New | 23 | $553 |
| Oakworth Capital, Inc. | 0.00% | New | 22 | $529 |
| Hughes Financial Services, LLC | 0.00% | No change | 10 | $240 |
| Walsh & Associates, LLC | 0.00% | — | 8 | $192 |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 7 | $168 |
| Sittner & Nelson, LLC | 0.00% | No change | 6 | $156 |
| Islay Capital Management, LLC | 0.00% | Reduce -96.5% | 1 | $17 |
"% of holder's portfolio" is SCHF's weight in each manager's 13F, not the share of Schwab Intl Equity ETF the manager owns.