Schwab Intl Equity ETFSCHFETF

13F holders, Q1 2026 (March 31)
1,604holders +55
115new positions
55sold out
4famous investors
$24.76avg. 13F price*

At the end of Q1 2026, 1,604 institutions reported holding Schwab Intl Equity ETF (SCHF) in their 13F filings, up 55 from Q4 2025. 115 opened new positions and 55 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($7.5B), Empower Advisory Group, LLC ($4.6B) and Financial Engines Advisors L.L.C. ($3.8B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions115$235.3M
Exits55$178.1M

All 13F filers, Q4 2025 → Q1 2026: 64,694,845 shares bought and 46,276,225 shares sold, net +18,418,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,604 holders

Northwestern Mutual Wealth Management Co. 4.61% Add +1.5% 302,286,734 $7.5B
Empower Advisory Group, LLC 11.93% Add +2.7% 185,695,369 $4.6B
Financial Engines Advisors L.L.C. 7.67% Reduce -2.8% 152,570,229 $3.8B
Wealthfront Advisers LLC 6.32% Add +4.4% 116,338,040 $2.9B
Creative Planning 0.79% Add +12.6% 47,134,843 $1.2B
Betterment LLC 0.99% Reduce -3.0% 21,209,364 $524.9M
HighTower Advisors, LLC 0.56% Add +2.8% 21,192,861 $524.5M
Corient Private Wealth LP 0.68% Reduce -6.2% 19,146,190 $473.7M
Composition Wealth, LLC 5.27% Add +11.3% 15,506,947 $383.8M
US Bancorp \de 0.38% Reduce -9.4% 12,623,820 $312.4M
SCS Capital Management LLC 3.27% Reduce -0.3% 12,487,960 $309.1M
Wealthspire Advisors, LLC 2.37% Add +12.0% 12,209,080 $302.2M
Morgan Stanley 0.02% Reduce -35.7% 12,175,392 $301.3M
Mariner, LLC 0.29% Add +11.7% 9,995,681 $247.2M
Orgel Wealth Management, LLC 5.02% Add +5.4% 9,411,516 $232.9M
Mercer Global Advisors Inc. 0.33% Reduce -2.4% 8,901,238 $220.3M
McAdam, LLC 9.38% Add +4.5% 8,408,940 $208.1M
Jones Financial Companies LLLP 0.10% Add +29.1% 8,345,201 $201.0M
Bank of America Corp. 0.01% Add +51.4% 7,478,304 $185.1M
Avantax Planning Partners, Inc. 4.97% Add +1.6% 7,317,057 $181.1M
Cresset Asset Management, LLC 0.75% Add +13.3% 7,007,246 $173.4M
Steele Capital Management, Inc. 7.09% Add +2.7% 6,911,388 $171.1M
Rebalance, LLC 9.92% Add +0.3% 6,904,650 $170.9M
Cerity Partners LLC 0.24% Add +2.7% 6,885,220 $170.7M
SageView Advisory Group, LLC 5.98% Add +0.0% 6,613,376 $163.7M
Envestnet Asset Management Inc. 0.04% Add +32.9% 6,575,417 $162.7M
Jane Street Group, LLC 0.17% New 6,402,151 $158.5M
LPL Financial LLC 0.04% Add +2.2% 6,221,234 $154.0M
Gemmer Asset Management LLC 11.93% Add +2.5% 6,097,616 $150.9M
Brandywine Oak Private Wealth LLC 12.17% Reduce -1.2% 5,847,506 $144.7M
Wells Fargo & Company 0.03% Add +1.0% 5,831,941 $144.3M
Bessemer Group Inc. 0.22% Add +1.1% 5,683,178 $140.7M
Wealth Enhancement Advisory Services, LLC 0.31% Reduce -39.6% 5,609,716 $140.1M
Fund Evaluation Group, LLC 4.21% Reduce -3.4% 5,533,237 $136.9M
FMR LLC 0.01% Add +2.0% 5,375,922 $133.1M
Moneta Group Investment Advisors LLC 0.85% Add +0.3% 4,579,118 $113.3M
UBS Group AG 0.02% Add +38.1% 4,551,204 $112.6M
Prime Capital Investment Advisors, LLC 1.27% Reduce -24.1% 4,430,297 $109.6M
Ameriprise Financial Inc. 0.02% Add +8.1% 4,182,884 $103.5M
JMG Financial Group, Ltd. 2.80% Reduce -2.9% 4,116,077 $101.9M
Cetera Investment Advisers 0.11% Add +12.9% 4,042,225 $100.0M
Bluespring Wealth Management, LLC 7.71% Reduce -0.3% 3,613,363 $89.4M
Benjamin Edwards Inc. 0.88% Reduce -15.0% 3,563,500 $88.2M
Choreo, LLC 1.07% Add +28.5% 3,536,409 $87.5M
Charles Schwab Trust Co 5.59% Reduce -0.7% 3,481,790 $86.2M
AlphaCore Capital LLC 1.91% Reduce -7.5% 3,258,891 $80.7M
Truepoint, Inc. 1.79% Reduce -3.8% 3,251,680 $80.5M
Cwm, LLC 0.21% Add +9.7% 3,218,486 $79.7M
Focus Partners Wealth 0.09% Add +8.0% 3,172,935 $78.6M
Osaic Holdings, Inc. 0.11% Add +17.3% 3,143,277 $77.8M
Beacon Pointe Advisors, LLC 0.41% Add +6.3% 3,125,753 $77.4M
Foster & Motley Inc. 3.97% Add +0.4% 3,112,346 $77.0M
Royal Bank of Canada 0.01% Reduce -8.7% 2,957,285 $73.2M
Oarsman Capital, Inc. 8.63% Add +8.5% 2,806,554 $69.5M
Raymond James Financial Inc. 0.02% Add +8.2% 2,705,673 $67.0M
MML Investors Services, LLC 0.18% Reduce -9.1% 2,656,034 $65.7M
Waverly Advisors, LLC 0.48% Add +82.0% 2,560,398 $63.4M
Evergreen Advisors, LLC 14.36% Add +0.8% 2,470,899 $61.2M
BlueStem Wealth Partners, LLC 6.67% Reduce -29.3% 2,426,744 $60.1M
United Capital Financial Advisors, LLC 0.36% Reduce -1.2% 2,381,566 $58.9M
Riverpoint Wealth Management Holdings, LLC 12.26% Reduce -0.1% 2,328,048 $57.6M
Modern Wealth Management, LLC 0.95% Add +0.1% 2,188,851 $55.0M
TruNorth Capital Management, LLC 10.48% Add +0.6% 2,208,619 $54.7M
Bleakley Financial Group, LLC 0.79% Add +64.9% 2,045,299 $50.6M
Citizens Financial Group Inc. 0.70% Add +6.7% 2,027,127 $50.2M
Matrix Trust Co 8.29% Reduce -0.3% 2,015,802 $49.9M
MAI Capital Management 0.27% Add +0.3% 1,907,799 $47.2M
Procyon Advisors, LLC 2.29% Reduce -4.8% 1,890,225 $46.8M
Pittenger & Anderson Inc. 1.85% Reduce -0.2% 1,880,859 $46.6M
Visionary Wealth Advisors 2.05% Add +2.5% 1,868,703 $46.3M
Financial Consulate, Inc. 5.72% Add +1.7% 1,854,408 $45.9M
Rockefeller Capital Management L.P. 0.08% Add +5.1% 1,847,119 $45.7M
Cambridge Investment Research Advisors, Inc. 0.12% Add +18.0% 1,825,535 $45.2M
Goelzer Investment Management, Inc. 2.17% Reduce -1.5% 1,813,550 $44.9M
Capital Advisors Inc. 0.72% Reduce -23.8% 1,798,668 $44.5M
Forvis Mazars Wealth Advisors, LLC 0.82% Reduce -4.8% 1,736,627 $43.0M
JPMorgan Chase & Co. 0.00% Add +57.3% 1,729,716 $41.5M
Pacific Sage Partners, LLC 6.53% Add +2.1% 1,673,285 $41.4M
AQR Capital Management 0.02% Add +114.1% 1,627,397 $40.3M
Summit Asset Management, LLC 5.57% Add +1.7% 1,618,896 $40.1M
BlueSky Wealth Advisors, LLC 4.98% Add +13.9% 1,562,897 $38.7M
Payne Capital Management, LLC 11.53% Add +1.1% 1,538,351 $38.1M
Kavar Capital Partners Group, LLC 4.60% Add +2.3% 1,482,356 $36.7M
Operose Advisors LLC 8.44% Add +22.0% 1,470,297 $36.4M
Perigon Wealth Management, LLC 0.64% Add +3.7% 1,414,506 $35.0M
HB Wealth Management, LLC 0.23% Reduce -1.6% 1,413,474 $35.0M
Persium Advisors, LLC 26.77% Reduce -1.4% 1,374,068 $34.0M
Commonwealth Equity Services, LLC 0.05% Reduce -33.3% 1,313,947 $32.5M
Voisard Asset Management Group, Inc. 6.89% Add +2.6% 1,305,257 $32.3M
GHP Investment Advisors, Inc. 1.31% Add +0.0% 1,285,163 $31.8M
LCW Services, LLC 15.77% Add +6.4% 1,282,583 $31.7M
FSM Wealth Advisors, LLC 4.02% Add +28.0% 1,264,073 $31.3M
Avidian Wealth Enterprises, LLC 0.99% Reduce -9.6% 1,261,856 $31.2M
Krilogy Financial LLC 1.00% Reduce -0.7% 1,172,640 $31.1M
Bangor Savings Bank 2.47% Add +0.0% 1,247,016 $30.9M
Courage Miller Partners, LLC 8.67% Reduce -0.7% 1,241,459 $30.7M
Pinkerton Wealth, LLC 2.79% Reduce -4.2% 1,274,748 $30.6M
Berkshire Asset Management LLC 1.29% Add +12.7% 1,215,330 $30.1M
Ballast Advisors LLC 8.73% Reduce -0.9% 1,212,048 $30.0M
Johnson Investment Counsel Inc. 0.24% Add +3.5% 1,206,817 $29.9M
True Freedom Investing, LLC 2.25% Add +9.8% 1,186,723 $29.4M
Curi Capital, LLC 0.52% Reduce -2.6% 1,182,692 $29.3M
Farther Finance Advisors, LLC 0.28% Add +26.3% 1,160,052 $29.2M
Captrust Financial Advisors 0.05% Add +0.7% 1,172,413 $29.0M
Summit Wealth & Retirement Planning, Inc. 6.82% Reduce -22.0% 1,154,813 $28.6M
Red Tortoise LLC 11.94% Add +0.7% 1,149,146 $28.4M
Boltwood Capital Management 7.23% Add +0.1% 1,145,614 $28.4M
Keyvantage Wealth, LLC 12.39% Add +2.6% 1,136,035 $28.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.49% Reduce -1.7% 1,132,786 $28.0M
Black Diamond Financial, LLC 3.03% Add +3.4% 1,123,076 $27.8M
Wealth Management Resources, Inc. 9.60% Add +0.2% 1,113,799 $27.6M
Thrivent Financial for Lutherans 0.05% Reduce -4.2% 1,103,071 $27.3M
Leavell Investment Management, Inc. 1.12% Add +1.5% 1,101,452 $27.3M
Park Avenue Securities LLC 0.21% Reduce -6.8% 1,100,950 $27.2M
Wedmont Private Capital 0.88% Add +0.1% 1,036,722 $27.1M
Naples Global Advisors, LLC 1.97% Add +4.9% 1,089,722 $27.0M
Riversedge Advisors, LLC 4.37% Reduce -1.5% 1,089,602 $27.0M
Segall Bryant & Hamill, LLC 0.38% Reduce -5.9% 1,083,673 $26.8M
HHM Wealth Advisors, LLC 3.07% Reduce -1.1% 1,074,279 $26.6M
Benchmark Financial Wealth Advisors, LLC 7.34% Reduce -3.8% 1,070,991 $26.5M
Red Cedar Investment Management, LLC 2.74% No change 1,066,203 $26.4M
Bush Investment Group, LLC 14.34% Add +2.4% 1,060,554 $26.2M
Revolve Wealth Partners, LLC 3.38% Add +0.1% 1,050,120 $26.0M
eCIO, Inc. 11.38% Add +30.1% 1,046,042 $25.9M
WealthPlan Investment Management, LLC 1.41% Reduce -1.8% 1,019,447 $25.2M
McIlrath & Eck, LLC 1.90% Add +1.5% 1,018,620 $25.2M
Belpointe Asset Management LLC 0.90% Add +15.5% 999,638 $24.7M
Main Street Financial Solutions, LLC 1.80% Add +2.1% 996,300 $24.7M
Financial Management Professionals, Inc. 2.68% Add +57.4% 965,577 $23.9M
Tradition Wealth Management, LLC 1.70% Add +41.8% 964,585 $23.9M
Koesten, Hirschmann & Crabtree, INC. 11.61% Reduce -0.3% 962,569 $23.8M
Valley National Advisers Inc. 3.07% Add +14.8% 958,363 $23.7M
NewEdge Advisors, LLC 0.09% Reduce -2.3% 954,146 $23.6M
Atria Investments, Inc 0.26% Add +166.1% 952,201 $23.6M
Savant Capital, LLC 0.11% Reduce -6.6% 933,897 $23.1M
ZynergyRetirementPlanningLLC 13.91% Reduce -1.2% 929,601 $23.0M
Rosenberg Matthew Hamilton 4.68% Add +0.9% 923,441 $22.9M
AE Wealth Management LLC 0.12% Reduce -37.1% 922,916 $22.8M
Act Wealth Management, LLC 7.62% Reduce -1.1% 916,518 $22.7M
Cornerstone Wealth Advisors, Inc. 5.21% Add +15.9% 913,719 $22.6M
FLC Capital Advisors 3.99% Add +3.1% 889,185 $22.0M
Kings Path Partners LLC 7.56% Reduce -4.0% 887,805 $22.0M
Broadleaf Partners, LLC 5.05% Add +11.9% 874,865 $21.7M
Soltis Investment Advisors LLC 1.40% Add +13.7% 872,481 $21.6M
Appleton Partners Inc. 1.50% Add +0.6% 866,102 $21.4M
Sylvest Advisors, LLC 11.37% Add +0.5% 864,057 $21.4M
Noble Family Wealth, LLC 4.40% Add +0.9% 860,982 $21.3M
Quantinno Capital Management LP 0.04% Add +32.1% 856,903 $21.2M
Fortis Capital Advisors, LLC 2.78% Add +4.4% 856,265 $21.2M
Peapack Gladstone Financial Corp. 0.27% Reduce -0.3% 844,500 $20.9M
World Investment Advisors 0.34% Reduce -0.7% 843,326 $20.9M
WealthShield Partners, LLC 2.30% Add +3.3% 832,795 $20.6M
BlackRock, Inc. 0.00% Add +26.8% 825,252 $20.4M
Curbstone Financial Management Corp 3.89% Add +0.8% 821,161 $20.3M
Boyd Wealth Management, LLC 8.53% Add +0.7% 815,401 $20.2M
Northeast Financial Group, Inc. 5.35% Reduce -10.9% 811,818 $20.1M
Savvy Advisors, Inc. 0.54% Add +280.6% 810,459 $20.1M
Essex LLC 3.51% Add +1.3% 802,934 $19.9M
Stifel Financial Corp. 0.02% Add +17.7% 792,046 $19.6M
Alliance Wealth Management Group 4.27% Reduce -2.7% 788,468 $19.5M
Towercrest Capital Management 3.04% Reduce -2.7% 788,468 $19.5M
Downshift Financial, LLC 10.05% Add +10.4% 743,203 $19.4M
North Star Asset Management Inc. 0.83% Add +1.4% 770,682 $19.1M
HBK Sorce Advisory LLC 0.39% Add +1.9% 695,632 $19.0M
Certified Advisory Corp 1.68% Add +10.5% 756,706 $18.7M
EP Wealth Advisors, LLC 0.09% Reduce -2.2% 754,267 $18.7M
Focus Partners Advisor Solutions, LLC 0.19% Reduce -25.6% 749,946 $18.6M
Opus Capital Group, LLC 1.99% Reduce -1.6% 748,277 $18.5M
Apriem Advisors 1.76% Reduce -6.5% 746,672 $18.5M
Invst, LLC 2.09% Reduce -0.1% 746,237 $18.5M
Libra Wealth LLC 5.20% Reduce -5.5% 745,202 $18.4M
Kickstand Ventures, Llc. 3.88% Add +1.1% 744,320 $18.4M
Serenity Investment Advisors 8.60% Add +14.2% 674,398 $18.4M
Owl Creek Wealth Partners LLC 6.41% — 726,820 $18.0M
WBH Advisory Inc. 1.34% Add +1.7% 713,571 $17.9M
Natixis Advisors, LLC 0.02% Add +35.0% 724,580 $17.9M
IHT Wealth Management, LLC 0.41% Reduce -3.4% 719,480 $17.8M
Ascension Capital Advisors, Inc. 5.59% Add +4.6% 717,988 $17.8M
Sanctuary Advisors, LLC 0.10% Add +11.5% 710,476 $17.6M
Arbor Trust Wealth Advisors, LLC 7.60% Add +0.3% 698,930 $17.3M
Garde Capital, Inc. 1.03% Reduce -4.4% 693,302 $17.2M
Asset Allocation Strategies LLC 3.03% Add +1.2% 690,140 $17.1M
Sherwood Financial Partners, LLC 15.09% Reduce -4.2% 689,634 $17.1M
Klingenstein Fields & Co. LP 0.67% Reduce -6.0% 689,393 $17.1M
MorganRosel Wealth Management, LLC 6.66% Reduce -41.3% 682,552 $16.9M
Compound Planning, Inc. 0.52% Reduce -4.5% 681,765 $16.9M
Elgethun Capital Management 2.79% Add +3.4% 679,997 $16.8M
Mission Wealth Management, LP 0.35% Reduce -11.1% 675,175 $16.7M
Sentinel Advisory Group, LLC 8.14% — 674,993 $16.7M
Cranbrook Wealth Management, LLC 3.38% Add +0.3% 672,336 $16.6M
L2 Asset Management, LLC 1.58% Add +151.1% 669,670 $16.6M
Planning Alternatives Ltd. 2.13% Reduce -1.0% 667,274 $16.5M
BCS Wealth Management 3.37% Reduce -49.2% 666,281 $16.5M
Guardian Financial Partners, LLC 6.90% Reduce -6.5% 660,774 $16.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.24% Add +2.3% 657,658 $16.3M
Johnson Financial Group, LLC 1.07% Add +0.1% 646,762 $16.0M
Intergy Private Wealth, LLC 4.68% Reduce -0.5% 644,162 $15.9M
Lido Advisors, LLC 0.06% Reduce -8.0% 635,214 $15.7M
Schwerin Boyle Capital Management Inc. 1.99% Reduce -10.5% 632,381 $15.7M
CCG Wealth Management, LLC 4.21% Add +12.0% 627,770 $15.5M
Momentous Wealth Management, Inc. 8.83% Reduce -5.8% 624,346 $15.5M
Hanson & Doremus Investment Management 1.77% Reduce -0.2% 621,811 $15.4M
Fort Point Capital Partners LLC 2.01% Reduce -0.9% 620,041 $15.3M
Envision Financial LLC 8.23% Reduce -2.0% 618,093 $15.3M
Brooklyn FI, LLC 3.19% Add +5.1% 613,858 $15.2M
RKL Wealth Management LLC 1.35% Reduce -8.4% 604,280 $15.0M
Goldman Sachs Group Inc. 0.00% Reduce -70.4% 603,639 $14.9M
Freestate Advisors LLC 11.86% Reduce -1.7% 599,360 $14.8M
Powers Advisory Group, LLC 5.22% Add +4.5% 598,620 $14.8M
Geneos Wealth Management Inc. 0.34% Add +30.3% 589,687 $14.6M
Meridian Wealth Management, LLC 0.52% Add +1.9% 587,923 $14.6M
Myecfo, LLC 6.09% Reduce -1.8% 587,857 $14.5M
O'shaughnessy Asset Management, LLC 0.07% Add +10.1% 587,601 $14.5M
Zhang Financial LLC 0.50% Add +12.3% 582,566 $14.4M
Rwa Wealth Partners, LLC 0.16% Add +0.8% 577,177 $14.3M
Brand Asset Management Group, Inc. 3.69% Add +2.8% 574,087 $14.2M
Seneca Financial Advisors LLC 4.15% Reduce -8.3% 572,826 $14.2M
Kestra Advisory Services, LLC 0.05% Add +6.6% 571,791 $14.2M
Chicago Partners Investment Group LLC 0.32% Add +11.4% 535,880 $14.1M
Power Wealth Management LLC 5.26% Add +2.0% 570,600 $14.1M
Denver PWM, LLC 4.81% Reduce -37.0% 511,007 $14.0M
Brightwater Advisory LLC 9.22% Add +3.1% 563,033 $13.9M
Sightline Wealth Advisors, LLC 5.87% Reduce -0.3% 560,316 $13.9M
Bell Investment Advisors, Inc 2.16% Reduce -2.3% 558,276 $13.8M
Holistic Financial Partners 5.13% Add +0.8% 558,092 $13.8M
TPG Advisors LLC 8.52% Add +0.9% 552,149 $13.7M
Nicholas Hoffman & Company, LLC. 0.31% Add +2.6% 547,084 $13.5M
Bank of New York Mellon Corp 0.00% Add +18.4% 525,592 $13.0M
Creekside Partners 5.34% Reduce -4.4% 523,759 $13.0M
Leeward Financial Partners, LLC 3.84% Reduce -2.4% 521,674 $12.9M
Signet Investment Advisory Group, Inc. 5.88% Reduce -1.3% 518,637 $12.8M
Oppenheimer & Co. Inc. 0.16% Add +10.2% 515,958 $12.8M
Investment Planning Advisors, Inc. 3.50% Add +61.5% 514,295 $12.7M
Elwood & Goetz Wealth Advisory Group, LLC 2.15% Add +13.0% 510,702 $12.6M
White & Co Financial Planning Inc 8.89% Reduce -2.4% 510,668 $12.6M
Fort Vancouver Investment Management, LLC 6.40% Add +2.5% 509,431 $12.6M
Debussy Capital Management LP 1.73% Add +0.7% 506,326 $12.5M
Gleason Group, Inc. 1.24% Add +0.1% 503,832 $12.5M
OneDigital Investment Advisors LLC 0.12% Reduce -0.8% 502,958 $12.4M
Focus Financial Network, Inc. 0.44% Add +3.0% 492,472 $12.2M
Patriot Investment Management Group, Inc. 0.78% Reduce -3.4% 490,807 $12.1M
Christensen, King & Associates Investment Services, Inc. 5.18% Reduce -0.0% 487,587 $12.1M
Livet Wealth, LLC 7.58% Reduce -1.1% 481,581 $11.9M
Roberts Wealth Advisors, LLC 3.01% Add +7.8% 478,557 $11.8M
Conquis Financial LLC 9.67% Add +1.4% 446,212 $11.7M
Seros Financial, LLC 7.41% Reduce -0.9% 470,590 $11.6M
Capital Advantage, Inc. 1.52% Add +7.8% 469,280 $11.6M
Arkadios Wealth Advisors 0.19% Add +57.9% 466,253 $11.5M
Compass Advisory Group LLC 3.07% Add +13.8% 464,196 $11.5M
Merit Financial Group, LLC 0.09% Add +59.4% 462,130 $11.4M
SigFig Wealth Management, LLC 0.33% Reduce -1.3% 458,511 $11.3M
Brady Martz Wealth Solutions, LLC 1.93% Reduce -33.4% 456,998 $11.3M
IMA Advisory Services, Inc. 1.09% Add +7.5% 452,213 $11.2M
Nalls Sherbakoff Group, LLC 8.21% Reduce -2.5% 450,632 $11.2M
Baird Financial Group, Inc. 0.02% Add +3.8% 449,155 $11.1M
Mgo One Seven LLC 0.22% Reduce -2.6% 447,374 $11.1M
Jacobsen Capital Management 3.71% Reduce -7.9% 443,915 $11.0M
Fairway Financial, LLC 8.20% Reduce -5.2% 435,819 $10.8M
Gradient Capital Advisors, LLC 2.79% Reduce -2.9% 435,148 $10.8M
Vision Capital Management, Inc. 1.36% Reduce -1.2% 433,859 $10.7M
SGL Investment Advisors, Inc. 4.05% Add +381.6% 390,605 $10.7M
Hill Island Financial LLC 2.59% Reduce -3.4% 430,965 $10.7M
Arnold Financial Planning LLC 9.94% Add +9.2% 429,946 $10.6M
Capital Investment Counsel, LLC 1.45% Add +3.3% 428,888 $10.6M
Summit Financial, LLC 0.13% Add +19.3% 427,739 $10.6M
Chilton Capital Management LLC 0.36% Add +35.7% 419,548 $10.4M
Ashton Thomas Private Wealth, LLC 0.24% Add +47.5% 413,682 $10.2M
Dynamic Advisor Solutions LLC 0.32% Add +10.4% 409,285 $10.1M
Chesapeake Wealth Management 3.06% Add +0.8% 402,899 $10.0M
Roble, Belko & Company, Inc 1.26% Reduce -15.9% 400,443 $9.9M
Fagan Associates, Inc. 1.37% Add +731.1% 398,560 $9.9M
CX Institutional 0.30% Reduce -0.1% 394,700 $9.8M
Great Valley Advisor Group, Inc. 0.18% Add +0.9% 391,473 $9.7M
Sage Financial Management Group, Inc. 2.96% Reduce -0.1% 389,142 $9.6M
Russell Investments Group, Ltd. 0.01% Add +2.3% 387,280 $9.6M
Barden Capital Management, Inc. 8.19% Add +1.9% 386,874 $9.6M
Sequoia Financial Advisors, LLC 0.05% Add +0.4% 385,679 $9.5M
Kovack Advisors, Inc. 0.51% Reduce -5.4% 383,887 $9.5M
James J. Burns & Company, LLC 1.28% Reduce -3.0% 381,286 $9.4M
Mill Creek Capital Advisors, LLC 0.19% No change 378,508 $9.4M
Peak Wealth Management LLC 7.67% Add +31.5% 377,579 $9.3M
Prota Financial, LLC 6.74% Add +1.6% 376,056 $9.3M
Kelman-Lazarov, Inc. 1.33% Reduce -5.8% 375,677 $9.3M
Athena Investment Management 4.81% Add +0.0% 374,609 $9.3M
Bogart Wealth, LLC 0.35% Reduce -3.9% 369,910 $9.2M
Bailard, Inc. 0.21% Add +0.2% 368,371 $9.1M
Thrive Wealth Management, LLC 1.35% Add +0.6% 366,831 $9.1M
Lodestar Private Asset Management LLC 0.89% Reduce -1.1% 366,072 $9.1M
CFG Wealth Management Services, Inc. 8.54% Reduce -0.1% 369,134 $9.1M
Parallel Advisors, LLC 0.16% Add +6.8% 365,532 $9.0M
Stratos Wealth Advisors, LLC 0.55% Add +2.2% 363,247 $9.0M
Winthrop Capital Management, LLC 2.31% Add +2.5% 363,193 $9.0M
Gill Capital Partners, LLC 2.58% Add +2.3% 362,180 $9.0M
Triad Wealth Partners, LLC 0.70% Add +33.9% 358,863 $8.9M
Legacy Private Trust Co. 0.54% Reduce -0.6% 355,484 $8.8M
St. Clair Advisors, LLC 2.34% New 355,244 $8.8M
CRA Financial Services, LLC 1.13% Add +4.2% 352,445 $8.7M
Kohmann Bosshard Financial Services, LLC 0.85% Add +0.5% 351,769 $8.7M
First National Bank of Mount Dora, Trust Investment Services 1.87% Reduce -18.0% 349,213 $8.6M
Firestone Capital Management 1.79% Add +0.4% 348,038 $8.6M
Allworth Financial LP 0.03% Reduce -0.1% 346,126 $8.6M
JFS Wealth Advisors, LLC 0.48% Reduce -0.7% 344,002 $8.5M
Newman Dignan & Sheerar, Inc. 1.79% Add +1.6% 343,470 $8.5M
Cornerstone Advisors Asset Management, LLC 1.31% Add +8.3% 342,720 $8.5M
Bartlett & Co. Wealth Management LLC 0.11% Reduce -2.3% 322,601 $8.5M
Blue Square Asset Management, LLC 4.00% Add +17.9% 340,473 $8.4M
Trinity Financial Advisors LLC 2.40% Reduce -8.4% 340,101 $8.4M
Davis Capital Management 5.66% Add +5.2% 337,641 $8.4M
Advisory Services Network, LLC 0.11% Add +27.4% 336,907 $8.3M
Exencial Wealth Advisors, LLC 0.26% Reduce -1.9% 336,469 $8.3M
Kathmere Capital Management, LLC 0.52% Reduce -2.0% 336,417 $8.3M
Wealth Architects, LLC 0.74% Reduce -0.3% 334,163 $8.3M
MA Private Wealth 1.40% Reduce -4.4% 334,133 $8.3M
FFT Wealth Management LLC 1.49% Reduce -0.1% 332,064 $8.2M
BOK Financial Private Wealth, Inc. 0.49% Reduce -0.1% 329,865 $8.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +170.0% 328,151 $8.1M
Facet Wealth, Inc. 0.14% Add +23.2% 320,640 $7.9M
Valley Forge Investment Consultants Inc. Adv 2.37% Reduce -2.2% 319,138 $7.9M
Alliancebernstein L.P. 0.00% Reduce -4.6% 327,565 $7.9M
Clearstead Advisors, LLC 0.07% Add +20.1% 313,195 $7.8M
Sound View Wealth Advisors Group, LLC 0.52% Add +2.6% 311,252 $7.7M
Cooke Wealth Management, LLC 6.82% Add +0.3% 311,053 $7.7M
Paradigm, Strategies in Wealth Management, LLC 5.21% Reduce -2.8% 310,234 $7.7M
BCK Partners, Inc. 4.08% Reduce -2.0% 305,667 $7.6M
Stonekeep Investments, LLC 4.90% Add +1.6% 305,549 $7.6M
Leverty Financial Group, LLC 1.66% Add +1.6% 302,295 $7.5M
Weinberger Asset Management, Inc 2.79% Reduce -4.0% 300,345 $7.4M
Flatrock Wealth Partners LLC 3.27% Add +27.1% 293,942 $7.3M
Genesis Private Wealth, LLC 2.28% Add +0.2% 292,799 $7.2M
Phil A. Younker & Associates, Ltd. 4.81% Add +24.1% 291,215 $7.2M
Hengehold Capital Management LLC 0.63% Add +2.5% 290,408 $7.2M
Retirement Planning Group, LLC 0.22% Reduce -2.1% 287,950 $7.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.20% Reduce -4.0% 285,378 $7.1M
AA Financial Advisors, LLC 0.99% Reduce -0.4% 283,648 $7.0M
Plus Group Wealth Advisors LLC 7.70% Add +2.6% 282,830 $7.0M
Integrated Wealth Concepts LLC 0.06% Add +36.9% 282,132 $7.0M
Modera Wealth Management, LLC 0.08% Reduce -3.8% 281,536 $7.0M
Tudor Financial Inc. 3.54% Add +0.3% 280,131 $6.9M
Private Advisor Group, LLC 0.03% Add +11.2% 277,733 $6.9M
Vise Technologies, Inc. 0.13% No change 285,716 $6.9M
Bank of Montreal 0.00% Reduce -0.5% 276,183 $6.8M
McKinley Carter Wealth Services, Inc. 0.39% Reduce -7.2% 273,337 $6.8M
Fortis Capital Management LLC 0.90% Add +10.5% 272,642 $6.7M
Heirloom Wealth Management 1.21% New 271,822 $6.7M
L.K. Benson & Company, P.C. 2.22% Reduce -0.7% 270,856 $6.7M
Grey Ledge Advisors, LLC 1.51% Add +65.8% 269,930 $6.7M
Redhawk Wealth Advisors, Inc. 0.73% Reduce -23.1% 268,048 $6.6M
Hurley Capital, LLC 3.56% Add +13.9% 267,932 $6.6M
Rialto Wealth Management, LLC 1.49% Reduce -0.6% 267,359 $6.6M
Rockbridge Investment Management, LCC 0.59% Reduce -1.0% 263,382 $6.5M
Berger Financial Group, Inc 0.36% Add +1.9% 260,662 $6.5M
SVB Wealth LLC 0.42% Reduce -8.4% 260,067 $6.4M
Bond & Devick Financial Network, Inc. 1.79% Reduce -1.1% 259,387 $6.4M
Armbruster Capital Management, Inc. 1.05% Reduce -0.6% 258,754 $6.4M
Warner Financial, Inc. 2.19% Add +2.6% 258,327 $6.4M
Milestone Investment Advisors LLC 1.53% Add +8.0% 256,111 $6.3M
HORAN Wealth, LLC 0.60% Add +98.2% 255,678 $6.3M
Texas Yale Capital Corp. 0.18% Add +3.0% 249,684 $6.2M
Allen Capital Group, LLC 0.55% Add +5.6% 248,153 $6.1M
JPL Wealth Management, LLC 1.41% Reduce -1.6% 247,693 $6.1M
Alpha Omega Wealth Management LLC 0.98% Add +1.2% 244,188 $6.0M
Blueprint Investment Partners LLC 0.61% Reduce -11.4% 242,236 $6.0M
Blueprint Financial Advisors LLC 0.88% Reduce -12.0% 240,948 $6.0M
Koshinski Asset Management, Inc. 0.37% Add +14.5% 239,575 $5.9M
Destination Wealth Management 0.15% Reduce -3.8% 239,385 $5.9M
Schwallier Wealth Management LLC 4.33% Reduce -7.3% 239,310 $5.9M
Seek First Inc. 4.15% Add +2.2% 237,749 $5.9M
Grant Street Asset Management, Inc. 1.13% Add +13.7% 236,076 $5.8M
Fifth Third Bancorp 0.01% Add +195.0% 235,884 $5.8M
Davis R M Inc. 0.10% No change 231,974 $5.7M
Acropolis Investment Management, LLC 0.25% Reduce -0.4% 231,639 $5.7M
OneAscent Financial Services LLC 0.31% Reduce -7.8% 230,374 $5.7M
KOM Wealth Management Group, LLC 3.87% Add +23.9% 229,120 $5.7M
Armor Investment Advisors, LLC 2.04% Reduce -8.8% 228,267 $5.6M
Advisors Capital Management, LLC 0.07% Reduce -1.9% 228,241 $5.6M
Valmark Advisers, Inc. 0.07% Reduce -45.7% 227,231 $5.6M
Robbins Farley 2.47% Add +130.0% 225,365 $5.6M
Tradewinds Capital Management, LLC 1.10% Add +8.8% 224,597 $5.6M
Stevens Capital Partners 1.34% Add +71.4% 224,369 $5.6M
Diversify Wealth Management, LLC 0.10% Add +35.1% 212,578 $5.5M
Leisure Capital Management 1.93% Reduce -12.8% 222,480 $5.5M
Orcam Financial Group 3.83% Reduce -3.9% 218,113 $5.4M
Pitcairn Wealth Advisors LLC 0.50% Reduce -40.3% 223,818 $5.4M
Range Advisory, LLC 0.98% Add +47.7% 213,513 $5.3M
WT Wealth Management 1.56% Reduce -2.6% 212,692 $5.3M
Breakwater Investment Management 1.95% Reduce -1.8% 212,433 $5.3M
Upper Left Wealth Management, LLC 3.10% Reduce -1.4% 212,071 $5.2M
Five Oceans Advisors 1.87% Reduce -0.0% 209,368 $5.2M
&partners 0.03% Reduce -26.1% 207,134 $5.2M
Cambridge Capital Management, LLC 2.19% Reduce -0.9% 205,376 $5.1M
Yanni & Associates Investment Advisors, LLC 5.27% Add +2.6% 205,260 $5.1M
Waterford Advisors, LLC 1.61% Reduce -0.4% 211,231 $5.1M
Capital Analysts, LLC 0.13% Add +41.0% 202,639 $5.0M
Madison Wealth Partners, Inc 0.80% Add +3.9% 201,972 $5.0M
CGN Advisors LLC 0.39% Reduce -5.0% 201,823 $5.0M
Valpey Financial Services, LLC 3.24% Reduce -8.9% 201,480 $5.0M
Financial Solutions Advisory Group, Inc. 0.69% — 200,579 $5.0M
Tenret Co LLC 2.39% Reduce -13.3% 200,231 $5.0M
Apollon Wealth Management, LLC 0.08% Add +8.5% 199,625 $4.9M
Friday Financial 1.70% Add +4.7% 199,229 $4.9M
Summit Financial Strategies, Inc. 0.39% Reduce -11.3% 199,171 $4.9M
Cherry Tree Wealth Management, LLC 1.04% Add +0.3% 198,670 $4.9M
Womack Financial LLC 3.61% Add +1.7% 198,180 $4.9M
SWS Partners 1.20% Reduce -5.4% 197,283 $4.9M
Foster Group, Inc. 0.15% Add +5.7% 197,262 $4.9M
Valeo Financial Advisors, LLC 0.12% Add +0.1% 197,870 $4.9M
Independent Solutions Wealth Management, LLC 0.71% Reduce -2.3% 195,524 $4.8M
Seeds Investor LLC 0.66% New 181,385 $4.8M
RHS Financial, LLC 2.28% Reduce -2.7% 194,733 $4.8M
CVA Family Office, LLC 0.51% Add +3.0% 194,440 $4.8M
Cooper Financial Group 0.49% New 194,366 $4.8M
Diversified Enterprises, LLC 0.26% Add +2.4% 193,858 $4.8M
Tempus Wealth Planning, LLC 1.10% Reduce -0.1% 193,781 $4.8M
Blair William & Co. 0.01% Add +10.5% 193,508 $4.8M
Brighton Jones LLC 0.11% Add +4.8% 193,142 $4.8M
Hamrick Investment Counsel, llc 2.64% Add +15.3% 192,523 $4.8M
Curtis Advisory Group, LLC 1.02% Reduce -3.3% 191,606 $4.7M
Mutual Advisors, LLC 0.10% Reduce -0.3% 191,382 $4.7M
Bishop & Co Investment Management, LLC 1.62% Reduce -19.2% 191,329 $4.7M
Elm Partners Management LLC 0.20% Add +20.6% 197,275 $4.7M
Pacific Capital Wealth Advisors, Inc. 0.79% Reduce -0.0% 190,825 $4.7M
Moneywise, Inc. 2.06% Add +54.7% 190,343 $4.7M
Shared Vision Wealth Group LLC 1.91% Add +47.3% 189,107 $4.7M
Cahill Financial Advisors Inc. 0.51% Reduce -1.8% 188,939 $4.7M
IFP Advisors, Inc 0.10% Add +1.2% 188,240 $4.7M
LifePlan Investment Advisors, Inc. 1.81% Reduce -4.6% 186,203 $4.6M
AdvisorNet Financial, Inc 0.24% Add +0.3% 185,708 $4.6M
Old National Bancorp 0.08% Reduce -0.0% 185,118 $4.6M
Uptown Financial Advisors LLC 3.70% Add +16.4% 185,053 $4.6M
Windsor Advisory Group, LLC 3.80% New 183,632 $4.5M
CAP Partners, LLC 2.55% Add +10.8% 182,470 $4.5M
Independent Advisor Alliance 0.05% Add +164.5% 182,235 $4.5M
LVW Advisors, LLC 0.44% Reduce -2.5% 181,472 $4.5M
Ancora Advisors LLC 0.09% Reduce -0.6% 179,576 $4.4M
Argent Trust Co 0.15% Add +0.6% 179,333 $4.4M
Carnegie Investment Counsel 0.09% Reduce -0.0% 177,765 $4.4M
Avalon Advisory Group 1.77% No change 177,646 $4.4M
Northern Trust Corp. 0.00% Add +20.4% 176,733 $4.4M
Enclave Advisors LLC 0.62% Add +52.8% 176,441 $4.4M
Clearwater Capital Advisors, LLC 0.35% Add +2.3% 176,063 $4.4M
Evergreen Capital Management LLC 0.09% Add +0.3% 175,330 $4.3M
Blackhawk Capital Partners, LLC 1.58% Add +2.0% 174,215 $4.3M
Sollinda Capital Management LLC 1.04% Add +9.0% 172,990 $4.3M
Beacon Wealthcare LLC 1.50% Reduce -12.3% 172,034 $4.3M
Summitpoint Capital Management 5.40% — 176,820 $4.3M
Spectrum Asset Management, Inc. (NB/CA) 1.33% Reduce -26.6% 169,543 $4.2M
Attessa Capital LLC 2.27% Reduce -5.2% 168,966 $4.2M
Avior Wealth Management, LLC 0.12% Add +16.4% 167,924 $4.2M
Foundations Investment Advisors, LLC 0.05% Add +9.3% 167,618 $4.1M
Ieq Capital, LLC 0.02% Reduce -6.0% 167,613 $4.1M
RFG Advisory, LLC 0.08% Reduce -5.0% 167,495 $4.1M
Aire Advisors, LLC 0.75% Reduce -0.2% 165,108 $4.1M
Peak Financial Management, Inc. 1.03% Reduce -1.2% 164,515 $4.1M
DHJJ Financial Advisors, Ltd. 1.34% Add +1.7% 163,979 $4.1M
Woodmont Investment Counsel LLC 0.25% No change 162,616 $4.0M
SHUTTLEWORTH & Co 3.63% Add +31.2% 162,183 $4.0M
Valicenti Advisory Services Inc. 0.87% Reduce -71.5% 160,494 $4.0M
Sheets Smith Wealth Management 0.45% Add +3.7% 160,101 $4.0M
Aptus Capital Advisors, LLC 0.03% Reduce -0.1% 160,079 $4.0M
Leo H. Evart, Inc. 3.39% — 160,059 $4.0M
Plum Street Advisors, LLC 1.37% Reduce -0.7% 159,373 $3.9M
Truist Financial Corp. 0.01% Add +10.4% 158,248 $3.9M
North Forty Two & Co. 3.61% Add +6.8% 157,654 $3.9M
Global Strategic Investment Solutions, LLC 0.38% Reduce -7.8% 157,639 $3.9M
Csenge Advisory Group 0.18% Add +4.5% 157,151 $3.9M
Veridan Wealth LLC 1.46% Add +2.4% 155,914 $3.9M
Mascagni Wealth Management, Inc. 2.73% Add +123.4% 155,038 $3.8M
Condor Capital Management 0.32% Reduce -1.6% 154,595 $3.8M
Blossom Wealth Management 5.63% Add +48.4% 153,471 $3.8M
Cape Investment Advisory, Inc. 1.26% Add +0.8% 152,970 $3.8M
Garrison Point Advisors, LLC 1.71% Add +7.5% 151,722 $3.8M
Quadrant Capital Group LLC 0.11% Reduce -0.9% 151,431 $3.7M
Private Advisory Group LLC 0.26% New 151,182 $3.7M
Altfest L J & Co. Inc. 0.40% Add +1.9% 150,817 $3.7M
Smartleaf Asset Management LLC 0.13% Add +52.5% 155,326 $3.7M
Concurrent Investment Advisors, LLC 0.04% Add +30.0% 150,068 $3.7M
Family Legacy Financial Solutions, LLC 3.00% Add +31.3% 146,851 $3.7M
SeaCrest Wealth Management, LLC 0.39% Reduce -1.6% 147,759 $3.7M
Port Capital LLC 0.16% Reduce -0.1% 146,692 $3.6M
Harbour Investments, Inc. 0.06% Add +17.1% 146,673 $3.6M
Pioneer Wealth Management Group 1.02% Reduce -0.8% 146,393 $3.6M
Seaside Wealth Management, Inc. 1.02% Reduce -0.1% 146,056 $3.6M
Salem Investment Counselors Inc. 0.10% Add +5.3% 144,228 $3.6M
Cannon Wealth Management Services, LLC 2.41% Add +23.1% 144,035 $3.6M
Orion Porfolio Solutions, LLC 0.03% Reduce -15.9% 140,656 $3.5M
Cambridge Financial Group, LLC 1.18% Reduce -27.4% 140,520 $3.5M
Signaturefd, LLC 0.05% Reduce -2.9% 140,486 $3.5M
CIBC Bancorp USA Inc. 0.00% — 140,429 $3.5M
Caprock Group, LLC 0.08% Reduce -1.3% 139,736 $3.5M
Pure Financial Advisors, LLC 0.05% Reduce -9.5% 138,959 $3.4M
Tortoise Investment Management, LLC 0.28% Reduce -0.0% 138,957 $3.4M
Ballast Financial Advisors LLC 3.52% Reduce -0.1% 138,588 $3.4M
Stokes Family Office, LLC 0.35% Reduce -82.4% 137,847 $3.4M
Integrity Alliance, Llc. 0.13% Reduce -41.4% 135,407 $3.4M
Integrated Advisors Network LLC 0.17% Reduce -4.1% 131,334 $3.3M
Creative Financial Designs Inc. 0.20% Add +13.6% 129,822 $3.2M
Strategic Financial Concepts, LLC 0.79% New 129,349 $3.2M
Nwam LLC 0.18% Reduce -23.9% 128,817 $3.2M
Evensky & Katz LLC 0.18% Reduce -5.0% 127,948 $3.2M
Per Stirling Capital Management, LLC. 0.35% Add +6.5% 126,767 $3.1M
Freestone Capital Holdings, LLC 0.09% Reduce -3.9% 125,615 $3.1M
Dorato Capital Management 2.28% Add +0.7% 118,143 $3.1M
Apex Wealth Management, LLC 2.11% New 124,100 $3.1M
D.B. Root & Company, LLC 0.73% Add +0.9% 123,607 $3.1M
Embree Financial Group 0.36% Add +3.1% 123,606 $3.1M
MADDEN SECURITIES Corp 0.92% Reduce -1.3% 122,971 $3.0M
Sand Hill Global Advisors, LLC 0.10% Reduce -2.8% 122,753 $3.0M
Chapman Financial Group, LLC 2.17% Reduce -0.2% 122,327 $3.0M
Motive Wealth Advisors 1.41% Reduce -1.8% 121,035 $3.0M
Nelson Capital Management, LLC 0.37% Reduce -2.5% 120,962 $3.0M
Expressive Wealth LLC 2.83% Add +15.3% 108,642 $3.0M
Keeler & Nadler Financial Planning & Wealth Management 1.01% Reduce -0.6% 120,134 $3.0M
Schneider Downs Wealth Management Advisors, LP 0.33% Reduce -0.4% 120,079 $3.0M
First National Bank of Omaha 0.09% Reduce -3.7% 123,831 $3.0M
Arcataur Capital Management LLC 0.82% Reduce -1.3% 118,819 $2.9M
ProVise Management Group, LLC 0.21% Reduce -0.7% 118,635 $2.9M
PNC Financial Services Group, Inc. 0.00% Reduce -1.1% 116,909 $2.9M
Fortune 45 LLC 1.41% New 116,701 $2.9M
XY Planning Network, Inc. 0.46% Add +8.3% 113,864 $2.9M
Moisand Fitzgerald Tamayo, LLC 0.31% Reduce -5.4% 115,011 $2.8M
MBE Wealth Management, LLC 1.18% Reduce -1.1% 114,698 $2.8M
Revisor Wealth Management LLC 0.78% Reduce -1.8% 114,518 $2.8M
Long Island Wealth Management, Inc. 1.31% Add +6.8% 114,499 $2.8M
Wealthspire Retirement, LLC 0.17% Add +5.5% 113,692 $2.8M
Whitcomb & Hess, Inc. 0.66% Add +1.8% 113,482 $2.8M
Wrenne Financial Planning LLC 1.09% Add +0.4% 112,810 $2.8M
Meridian Investment Counsel Inc. 0.66% Add +7.1% 112,702 $2.8M
Ballast Rock Private Wealth LLC 1.54% Add +42.2% 112,268 $2.8M
1900 Wealth Management LLC 0.18% No change 110,444 $2.7M
B.O.S.S. Retirement Advisors, LLC 0.83% Reduce -41.6% 109,769 $2.7M
NBT Bank, N.A. 0.18% Reduce -42.8% 109,332 $2.7M
Marquette Asset Management, LLC 0.41% Reduce -0.3% 109,288 $2.7M
Stewardship Advisors, LLC 0.62% Add +9.5% 108,872 $2.7M
IF Advisors, LLC 1.90% Add +38.4% 108,455 $2.7M
Evoke Wealth, LLC 0.05% Add +24.4% 107,408 $2.7M
VERITY Wealth Advisors 1.76% No change 106,769 $2.6M
Certuity, LLC 0.17% No change 106,494 $2.6M
Aspiring Ventures, LLC 0.89% Reduce -4.3% 106,227 $2.6M
American Financial Advisors, LLC 0.35% Add +0.2% 105,196 $2.6M
Global Financial Private Client, LLC 0.85% Reduce -0.7% 104,755 $2.6M
PFG Advisors 0.13% Add +0.4% 104,731 $2.6M
Diversified Trust Co. 0.05% Add +34.7% 104,597 $2.6M
St. Louis Trust Co 0.30% No change 104,310 $2.6M
Omega Financial Group, LLC 0.85% Reduce -2.0% 103,639 $2.6M
Roundview Capital LLC 0.16% Add +0.3% 102,114 $2.5M
Lyell Wealth Management, LP 0.19% Add +80.1% 101,982 $2.5M
CoreCap Advisors, LLC 0.09% Add +45.9% 101,938 $2.5M
Brookstone Capital Management 0.03% Add +43.8% 101,624 $2.5M
Murphy & Mullick Capital Management Corp 1.86% Reduce -0.2% 101,401 $2.5M
Howard Financial Services, LTD. 0.28% Reduce -0.7% 101,050 $2.5M
GC Wealth Management RIA, LLC 0.10% Add +63.7% 100,843 $2.5M
Diversified Portfolios, Inc. 0.20% Add +12.8% 100,277 $2.5M
Red Door Wealth Management, LLC 0.26% Add +4.2% 99,513 $2.5M
Beacon Bridge Wealth Partners, LLC 0.82% Add +7.5% 99,033 $2.5M
CDKV Holdings LLC 2.15% Add +6.1% 98,974 $2.4M
Nestegg Advisors, Inc. 2.15% Add +14.1% 98,767 $2.4M
Vanguard Advisers Inc. 0.01% — 98,253 $2.4M
Johnson Bixby & Associates, LLC 0.30% Reduce -6.0% 96,526 $2.4M
BSW Wealth Partners 0.29% Reduce -10.1% 95,601 $2.4M
Cambridge Advisors Inc. 0.46% Reduce -0.1% 94,752 $2.3M
Arcadia Investment Advisors LLC 1.10% Reduce -2.0% 93,974 $2.3M
Wilkins Miller Wealth Management, LLC 1.41% Add +2.1% 93,919 $2.3M
West Paces Advisors Inc. 0.45% Reduce -0.7% 93,916 $2.3M
Simplicity Wealth,LLC 0.13% Reduce -22.8% 93,471 $2.3M
Amicus Financial Advisors, LLC 0.64% Reduce -1.2% 93,442 $2.3M
Commerce Bank 0.01% Add +60.9% 92,177 $2.3M
Intelligence Driven Advisers, LLC 0.40% Reduce -57.5% 91,849 $2.3M
Elser Financial Planning, Inc 0.11% Reduce -2.3% 91,194 $2.3M
Tactive Advisors, LLC 0.63% Reduce -4.6% 90,968 $2.3M
NorthRock Partners, LLC 0.04% Add +14.1% 90,907 $2.2M
Kearns & Associates LLC 1.20% Add +2.6% 90,280 $2.2M
Brooklyn Investment Group 0.07% Add +93.5% 90,128 $2.2M
Donaldson Capital Management, LLC 0.07% Add +12.7% 89,527 $2.2M
Affinity Capital Advisors, LLC 0.31% Add +2.3% 89,369 $2.2M
True North Advisors, LLC 0.25% Reduce -4.5% 89,195 $2.2M
Clear Retirement Advice LLC 1.72% Reduce -2.3% 88,599 $2.2M
Reston Wealth Management LLC 0.67% Reduce -79.3% 87,828 $2.2M
Y-Intercept (Hong Kong) Ltd 0.04% Add +105.6% 87,661 $2.2M
Kiley Juergens Wealth Management, LLC 0.38% Add +4.1% 86,756 $2.1M
Awm Capital, LLC 0.19% No change 85,852 $2.1M
Kingsview Wealth Management, LLC 0.03% Add +0.5% 85,603 $2.1M
Fiduciary Trust Co 0.02% Reduce -7.6% 84,797 $2.1M
Nicolet Bankshares Inc. 0.08% Add +523.3% 84,620 $2.1M
Walter & Keenan Wealth Management LLC /in/ 0.59% No change 84,349 $2.1M
C M Bidwell & Associates Ltd. 0.97% Add +1.6% 84,305 $2.1M
Sigma Planning Corp 0.06% Add +43.6% 84,214 $2.1M
Steward Partners Investment Advisory, LLC 0.01% Add +4.4% 84,174 $2.1M
Warwick Investment Management, Inc. 0.30% Reduce -0.6% 82,914 $2.1M
Beacon Capital Management, LLC 0.36% Add +120.4% 82,197 $2.0M
Meramec Financial Planners, LLC 0.81% Add +3.2% 76,020 $2.0M
Passive Capital Management, LLC. 0.61% Reduce -0.3% 82,141 $2.0M
TD Private Client Wealth LLC 0.04% Add +582.3% 81,897 $2.0M
Citadel Advisors 0.00% Reduce -94.2% 81,478 $2.0M
Rossby Financial, LCC 0.42% Add +105.8% 80,107 $2.0M
Alaska Wealth Advisors, LLC 0.24% Add +15.6% 81,315 $2.0M
Frank, Rimerman Advisors LLC 0.13% New 81,061 $2.0M
Dorsey & Whitney Trust CO LLC 0.11% Add +13.3% 80,880 $2.0M
Janney Montgomery Scott LLC 0.00% Add +0.2% 80,580 $2.0M
FF Advisors,LLC 0.80% Add +32.6% 75,971 $2.0M
Pflug Koory, LLC 0.90% Add +29.9% 79,765 $2.0M
Axos Invest Inc. 1.49% Reduce -25.0% 79,510 $2.0M
Angeles Wealth Management, LLC 0.11% Add +2.7% 79,348 $2.0M
WJ Financial Advisors LLC 1.58% Add +26.6% 79,132 $2.0M
Aegis Wealth Management LLC 1.11% Reduce -2.5% 78,298 $1.9M
Owen LaRue, LLC 0.74% Reduce -0.8% 78,154 $1.9M
HC Advisors, LLC 1.29% Reduce -2.0% 77,840 $1.9M
Oak Family Advisors, LLC 0.59% Add +0.1% 77,734 $1.9M
Strategic Family Wealth Counselors, L.L.C. 0.50% Reduce -0.3% 77,353 $1.9M
Fifth Third Securities, Inc. 0.12% Reduce -5.0% 76,602 $1.9M
Carrera Capital Advisors 0.29% Reduce -2.4% 76,091 $1.9M
Ami Investment Management Inc. 0.42% Reduce -6.0% 75,802 $1.9M
Apella Capital, LLC 0.03% Add +3.3% 69,693 $1.9M
Sei Investments Co. 0.00% Add +6.2% 75,546 $1.9M
Aspen Investment Management Inc 0.57% Reduce -0.5% 75,059 $1.9M
Ironwood Wealth Management, LLC. 0.53% No change 74,912 $1.9M
Asset Dedication, LLC 0.13% Add +27.3% 74,588 $1.8M
Capital Advisors, Ltd. LLC 0.21% No change 73,832 $1.8M
Pathstone Holdings, LLC 0.01% Add +21.2% 73,702 $1.8M
May Hill Capital, LLC 0.46% Reduce -0.4% 73,602 $1.8M
Gambit Capital Management, LLC 1.30% Add +38.1% 73,364 $1.8M
Lee Financial Co 0.26% Reduce -0.4% 73,266 $1.8M
Cynosure Group, LLC 0.23% No change 72,811 $1.8M
MLG Wealth Management DBA Pine Grove Financial Group 0.21% Add +6.7% 72,617 $1.8M
Unify Financial Advisors 1.86% Add +2.9% 72,276 $1.8M
Geometric Wealth Advisors 0.22% Add +54.6% 71,881 $1.8M
FinDec Wealth Services, Inc. 2.17% Reduce -0.2% 71,548 $1.8M
Brio Consultants, LLC 0.22% Reduce -5.3% 66,256 $1.8M
Elevated Financial Group LLC 0.58% Reduce -8.5% 70,900 $1.8M
Private Capital Management, LLC 0.18% Reduce -2.8% 70,727 $1.8M
James Investment Research, Inc. 0.20% Add +13.2% 70,529 $1.7M
Brickley Wealth Management 0.30% Reduce -5.4% 70,380 $1.7M
Ameritas Investment Partners, Inc. 0.05% Reduce -1.2% 70,139 $1.7M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 69,728 $1.7M
Fiducient Advisors LLC 0.22% Reduce -0.5% 69,082 $1.7M
Abacus Planning Group, Inc. 0.23% Add +9.1% 68,596 $1.7M
Koss-Olinger Consulting, LLC 0.14% Reduce -0.1% 68,413 $1.7M
Evanson Asset Management, LLC 0.09% Reduce -10.1% 68,271 $1.7M
Ballentine Partners, LLC 0.02% Add +3.9% 67,341 $1.7M
Fisher Asset Management 0.00% Add +107.7% 67,140 $1.7M
Diversified Investment Strategies, LLC 1.06% Reduce -0.1% 66,745 $1.7M
Burkett Financial Services, LLC 0.56% Reduce -11.9% 66,458 $1.6M
One Capital Management, LLC 0.05% Add +10.9% 66,421 $1.6M
FAS Wealth Partners, Inc. 0.10% Reduce -8.9% 65,831 $1.6M
GM Advisory Group, LLC 0.06% Add +233.7% 65,060 $1.6M
Great Waters Wealth Management 0.17% Reduce -6.6% 65,042 $1.6M
Greenhouse Wealth Management, LLC 0.99% No change 64,938 $1.6M
Mission Creek Capital Partners, Inc. 0.32% Add +171.2% 75,556 $1.6M
TFO Wealth Partners, LLC 0.21% No change 63,817 $1.6M
Planned Solutions, Inc. 0.52% Add +1.1% 63,756 $1.6M
Principal Securities, Inc. 0.02% Add +5.7% 63,379 $1.6M
Brown Advisory Inc. 0.00% Add +2.7% 63,248 $1.6M
Thompson Investment Management, Inc. 0.20% No change 62,500 $1.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.52% Add +0.8% 58,796 $1.5M
Ausdal Financial Partners, Inc. 0.07% Add +53.4% 62,204 $1.5M
KRM Wealth Management L.L.C. 0.80% Add +0.3% 62,195 $1.5M
Clark Asset Management, LLC 0.14% Add +0.8% 62,122 $1.5M
SteelPeak Wealth, LLC 0.05% Reduce -3.4% 62,071 $1.5M
Advyzon Investment Management, LLC 0.14% Reduce -0.5% 62,007 $1.5M
White Pine Investment CO 0.35% Reduce -2.5% 61,189 $1.5M
Anchor Investment Management, LLC 0.13% Add +0.1% 61,119 $1.5M
Meridian Financial Advisors, LLC 0.83% Add +15.4% 61,115 $1.5M
Westmount Partners, LLC 0.37% Add +0.6% 60,797 $1.5M
Envestnet Portfolio Solutions, Inc. 0.01% Add +0.1% 60,516 $1.5M
FDx Advisors, Inc. 0.48% Reduce -2.4% 60,449 $1.5M
Claro Advisors Inc. 0.18% Add +110.6% 60,269 $1.5M
WLTH Capital Management, LLC 1.16% Reduce -0.1% 59,750 $1.5M
Continuum Advisory, LLC 0.14% Reduce -0.1% 59,411 $1.5M
Investment Advisory Group, LLC 0.37% Add +57.0% 59,070 $1.5M
Evermay Wealth Management LLC 0.16% Reduce -8.2% 58,104 $1.4M
RCW Management, LLC 1.47% Add +2.9% 57,864 $1.4M
Plan A Wealth LLC 0.68% Add +4.4% 57,481 $1.4M
Keel Point, LLC 0.10% Reduce -0.7% 57,438 $1.4M
Abound Wealth Management 0.32% Add +1.9% 57,417 $1.4M
Equitable Holdings, Inc. 0.01% Add +31.7% 58,942 $1.4M
Wealthcare Advisory Partners LLC 0.03% Reduce -3.0% 56,815 $1.4M
Granite Islands Private Wealth, LLC 1.30% Add +5.9% 56,794 $1.4M
Frisco Financial Planning LLC 1.15% Reduce -2.1% 56,406 $1.4M
Arkansas Financial Group, Inc. 0.19% Add +43.6% 53,264 $1.4M
Rossmore Private Capital 0.12% No change 56,094 $1.4M
Stratos Wealth Partners, LTD. 0.02% Add +81.2% 55,784 $1.4M
Fairview Capital Investment Management, LLC 0.07% Add +0.7% 55,736 $1.4M
Coastwise Capital Group, LLC 0.77% Add +1.8% 55,705 $1.4M
Three Bearings Fiduciary Advisors, Inc. 1.33% No change 55,672 $1.4M
United Advisor Group, LLC 0.17% Add +31.5% 55,227 $1.4M
Smallwood Wealth Investment Management, LLC 0.72% Reduce -0.3% 55,078 $1.4M
Heartwood Wealth Advisors LLC 0.12% Reduce -3.0% 55,022 $1.4M
Ritholtz Wealth Management 0.02% Add +6.9% 54,755 $1.4M
Indivisible Partners 0.12% Add +6.3% 54,689 $1.4M
Sunburst Financial Group, LLC 0.26% Reduce -3.2% 54,599 $1.4M
Victory Financial Group, LLC 0.17% Add +14.8% 54,260 $1.3M
Badgley Phelps Wealth Managers, LLC 0.03% Add +31.7% 54,010 $1.3M
Capital Investment Advisors, LLC 0.02% Add +5.3% 53,675 $1.3M
Trek Financial, LLC 0.07% Add +373.9% 53,637 $1.3M
Victrix Investment Advisors 0.48% Reduce -6.2% 53,447 $1.3M
Verus Wealth Management, LLC 1.23% Reduce -0.1% 53,418 $1.3M
Lewis Asset Management, LLC 0.54% Add +16.2% 52,875 $1.3M
Fonville Wealth Management LLC 0.25% Add +2.0% 52,795 $1.3M
U.S. Capital Wealth Advisors, LLC 0.03% Add +374.8% 52,409 $1.3M
Vermillion Wealth Management, Inc. 0.52% Add +3.8% 52,323 $1.3M
Brucke Financial, Inc. 0.65% Add +48.8% 52,129 $1.3M
71 West Capital Partners 0.06% New 52,061 $1.3M
American Investment Services, Inc. 0.29% No change 51,951 $1.3M
Traction Financial Partners, LLC 0.79% Reduce -7.5% 51,826 $1.3M
Blue Zone Wealth Advisors, LLC 0.26% Reduce -6.0% 51,579 $1.3M
Wilson & Boucher Capital Management, LLC 0.84% Add +0.9% 51,438 $1.3M
Oath Planning, LLC 1.13% No change 51,280 $1.3M
Weaver Capital Management LLC 0.27% No change 51,036 $1.3M
Ignite Planners, LLC 0.19% Add +279.3% 50,900 $1.3M
DV Trading LLC 0.11% Reduce -10.7% 50,800 $1.3M
Essential Partners LLC 0.42% Add +53.3% 50,770 $1.3M
Citrine Capital LLC 0.54% No change 50,766 $1.3M
Flagship Harbor Advisors, LLC 0.05% Reduce -3.0% 50,433 $1.2M
Eagle Strategies LLC 0.15% Add +267.3% 50,273 $1.2M
Independent Financial Group, LLC 0.03% Reduce -2.9% 50,211 $1.2M
Hardin Capital Partners, LLC 0.57% Add +5.4% 50,012 $1.2M
Larson Financial Group LLC 0.04% Reduce -2.8% 49,959 $1.2M
Monetary Solutions, Ltd 1.19% No change 49,873 $1.2M
Cooper/Haims Advisors, LLC 0.58% Reduce -5.1% 49,798 $1.2M
Successful Portfolios LLC 0.68% Add +10.0% 49,890 $1.2M
Mayflower Financial Advisors, LLC 0.15% Add +28.4% 49,460 $1.2M
Aspen Grove Capital, LLC 0.24% No change 49,116 $1.2M
NewEdge Wealth, LLC 0.01% Add +25.0% 49,107 $1.2M
Root Financial Partners, LLC 0.06% Reduce -0.5% 48,776 $1.2M
Oxford Financial Group, LTD. LLC 0.06% No change 48,609 $1.2M
Watershed Private Wealth LLC 0.37% Reduce -0.3% 48,565 $1.2M
Klingman & Associates, LLC 0.06% Reduce -2.2% 48,341 $1.2M
Code Waechter LLC 0.71% Reduce -2.9% 48,277 $1.2M
Flputnam Investment Management Co. 0.02% Reduce -3.5% 48,186 $1.2M
Wernau Asset Management Inc. 1.24% Add +3.4% 48,125 $1.2M
Avant Financial Advisors LLC 0.84% Add +6.4% 48,076 $1.2M
Laffer Tengler Investments, Inc. 0.21% No change 47,759 $1.2M
Daybright Advisory Services, Inc. 0.33% Add +4.1% 47,588 $1.2M
Capital Group Private Client Services, Inc. 0.02% Reduce -3.4% 47,398 $1.2M
Primoris Wealth Advisors, LLC 0.82% Add +10.3% 47,286 $1.2M
Madden Advisory Services, Inc. 0.45% Reduce -5.2% 46,663 $1.2M
Davidson Trust Co. 0.49% New 46,370 $1.1M
Quadcap Wealth Management, LLC 0.13% No change 45,920 $1.1M
Curry Webb Wealth Management LLC 0.54% Reduce -1.2% 45,894 $1.1M
Orographic Financial Advisors, LLC 0.80% — 45,789 $1.1M
Earned Wealth Advisors, LLC 0.08% Reduce -6.7% 45,400 $1.1M
Zions Bancorporation, National Association 0.07% New 45,000 $1.1M
SevenBridge Financial Group, LLC 0.17% Reduce -0.6% 41,704 $1.1M
CFS Investment Advisory Services, LLC 0.08% Reduce -0.5% 40,928 $1.1M
J.E. Simmons & Co., P.C. 0.73% No change 44,373 $1.1M
Clay Northam Wealth Management, LLC 0.61% Reduce -3.3% 44,225 $1.1M
LTG Capital LLC 0.83% Reduce -0.2% 44,089 $1.1M
Summitry LLC 0.04% No change 44,049 $1.1M
Gould Asset Management LLC 0.19% Reduce -1.8% 43,190 $1.1M
Cardiff Park Advisors, LLC 0.09% Add +0.4% 43,088 $1.1M
Strategic Investment Solutions, Inc. 0.26% Reduce -5.3% 42,857 $1.1M
Ironwood Financial, llc 0.18% Reduce -0.1% 42,696 $1.1M
Valued Retirements, Inc. 1.03% Reduce -3.7% 42,673 $1.1M
Bfsg, LLC 0.10% Reduce -0.4% 42,620 $1.1M
Aprio Wealth Management, LLC 0.06% New 42,505 $1.1M
Meeder Advisory Services, Inc. 0.04% Reduce -14.1% 42,292 $1.0M
Bullock Wealth Management Group 0.52% Reduce -12.5% 41,441 $1.0M
CreativeOne Wealth, LLC 0.02% Add +14.6% 42,091 $1.0M
Coordinated Financial Services, Inc. 0.60% Add +2.9% 41,819 $1.0M
Forum Financial Management, LP 0.01% Reduce -5.1% 41,725 $1.0M
Nations Financial Group Inc, /Ia/ 0.05% Reduce -20.6% 41,603 $1.0M
Lighthouse Wealth Management Inc. 0.70% Add +50.6% 41,478 $1.0M
EverSource Wealth Advisors, LLC 0.03% Reduce -12.9% 41,432 $1.0M
Fiduciary Alliance LLC 0.06% New 38,649 $1.0M
Murphy, Middleton, Hinkle & Parker, Inc. 0.47% Add +273.2% 41,315 $1.0M
Mesirow Financial Investment Management, Inc. 0.02% Add +31.4% 41,311 $1.0M
Holderness Investments Co. 0.20% Add +7.8% 41,155 $1.0M
Rehmann Capital Advisory Group 0.05% Reduce -34.8% 41,152 $1.0M
Fielder Capital Group LLC 0.22% No change 40,959 $1.0M
Acorn Wealth Advisors, LLC 0.29% Add +0.0% 40,845 $1.0M
Greenline Partners, LLC 0.11% Add +0.5% 40,566 $1.0M
Spinnaker Investment Group, LLC 0.20% Reduce -19.7% 40,437 $1.0M
Black Cypress Capital Management, LLC 0.71% Add +1.8% 40,085 $992K
Spartan Wealth Advisory Services LLC 0.09% — 39,879 $987K
Dakota Wealth Management 0.02% Add +4.1% 39,626 $981K
M. Kulyk & Associates, LLC 0.18% Add +32.3% 39,495 $978K
JDM Financial Group LLC 0.37% Add +164.1% 39,187 $970K
Oppenheimer Asset Management Inc. 0.01% Add +12.1% 39,174 $970K
TSG Advice Partners, LLC 0.14% Reduce -0.4% 38,988 $965K
CWA Asset Management Group, LLC 0.03% Add +5.2% 38,794 $960K
Franklin Resources Inc. 0.00% Reduce -5.0% 38,790 $960K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Add +2.6% 38,777 $960K
Princeton Global Asset Management LLC 0.16% No change 38,746 $959K
First Manhattan Co. Llc. 0.00% Add +81.2% 38,504 $953K
Perspective Wealth Advisors LLC 0.62% Reduce -19.1% 38,503 $953K
National Bank of Canada 0.00% Add +63.9% 38,379 $950K
Total Clarity Wealth Management, Inc. 0.22% Add +8.1% 38,291 $948K
RCS Financial Planning, LLC 0.49% Add +37.2% 37,981 $940K
Monograph Wealth Advisors, LLC 0.09% Add +1.1% 37,744 $934K
RMR Wealth Builders 0.07% Reduce -0.2% 37,725 $934K
Wingate Wealth Advisors, Inc. 0.49% Add +14.9% 37,384 $925K
Cascade Financial Partners, LLC 0.10% Reduce -1.3% 37,307 $923K
Twele Capital Management, Inc. 0.16% Reduce -1.4% 37,214 $921K
Shakespeare Wealth Management, LLC 0.22% No change 37,098 $918K
Keybank National Association 0.00% Add +1.2% 36,870 $913K
Emergent Wealth Advisors, LLC 0.54% Reduce -4.2% 36,843 $912K
Harbour Investment Management LLC 0.49% No change 36,731 $909K
Visionary Horizons, LLC 0.45% Add +18.0% 36,680 $908K
Arax Advisory Partners 0.03% Add +32.2% 36,644 $907K
Aspiriant, LLC 0.03% Add +15.7% 36,591 $906K
Biltmore Family Office, LLC 0.13% Add +0.1% 36,212 $896K
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -0.4% 36,187 $896K
KCM Investment Advisors LLC 0.03% Add +47.3% 36,185 $896K
Manuka Financial, LLC 0.55% No change 35,960 $890K
Uptick Partners, LLC 0.18% Add +31.8% 35,948 $890K
Protective Life Corp. 2.95% New 35,823 $887K
Wolff Financial Management LLC 0.20% No change 35,777 $885K
Daytona Street Capital LLC 0.68% Add +13.4% 34,697 $878K
Quadrant Private Wealth Management, LLC 0.14% Reduce -0.1% 35,345 $875K
Flower City Capital 0.44% No change 35,335 $875K
Empowered Funds, LLC 0.01% New 35,257 $873K
PDS Planning, Inc 0.06% Add +1.1% 34,949 $865K
Cabot Wealth Management Inc. 0.10% Reduce -15.1% 34,931 $865K
TCI Wealth Advisors, Inc. 0.05% Add +19.1% 34,811 $862K
Legacy Bridge, LLC 0.33% Add +7.8% 34,588 $856K
Capital Investment Advisory Services, LLC 0.06% Reduce -5.7% 34,128 $845K
Elevation Wealth Partners, LLC 0.30% Add +6.8% 34,004 $842K
Front Row Advisors LLC 0.28% Add +0.5% 33,913 $839K
Seed Wealth Management, Inc. 0.57% Reduce -1.4% 33,470 $828K
Cambria Investment Management, L.P. 0.05% Reduce -9.1% 33,395 $827K
Pennington Partners & Co., LLC 0.28% Add +2.1% 33,285 $824K
Crescent Sterling, Ltd. 0.79% Add +1.6% 33,120 $820K
Jacobs Equity LLC 0.73% Add +59.2% 33,110 $819K
Versant Capital Management, Inc 0.08% Reduce -0.1% 33,051 $818K
Renaissance Technologies 0.00% Reduce -29.0% 33,000 $817K
Mather Group, Llc. 0.01% Reduce -3.0% 32,731 $810K
Sage Financial Group Inc. 0.05% Add +219.9% 32,654 $808K
BIP Wealth, LLC 0.03% Reduce -67.2% 32,572 $806K
Centaurus Financial, Inc. 0.04% Add +5.1% 32,318 $800K
Brown Brothers Harriman & Co. 0.00% No change 32,300 $799K
Curated Wealth Partners LLC 0.10% Reduce -7.3% 32,150 $796K
Single Point Partners, LLC 0.16% No change 32,105 $795K
Summit Trail Advisors, LLC 0.01% Reduce -20.8% 31,986 $792K
Signature Estate & Investment Advisors LLC 0.02% Add +5.8% 31,840 $788K
Ehrlich Financial Group 0.45% Add +1.6% 31,806 $787K
Ranch Capital Advisors Inc. 0.29% Add +1.7% 31,792 $787K
Coldstream Capital Management Inc. 0.01% Reduce -7.7% 31,788 $787K
Granite Investment Partners, LLC 0.05% Reduce -2.0% 31,786 $787K
Navigation Group, LLC 0.18% — 31,756 $786K
Bcwm, LLC 0.22% Reduce -0.1% 31,750 $786K
Clarity Capital Advisors, LLC 0.37% No change 31,710 $785K
Almanack Investment Partners, LLC. 0.13% Add +3.2% 31,685 $784K
Regions Financial Corp. 0.01% Add +23.3% 31,567 $781K
Sigma Investment Counselors Inc. 0.04% Reduce -42.6% 31,504 $780K
Red Reef Advisors LLC 0.81% Add +2.5% 31,363 $776K
LFA - Lugano Financial Advisors SA 0.39% No change 31,104 $770K
Pacific Asset Management, LLC 0.43% No change 31,035 $768K
Sunbelt Securities, Inc. 0.05% Add +10.6% 30,992 $767K
First Trust Advisors LP 0.00% Add +26.1% 30,927 $765K
Payne Capital LLC 0.70% Reduce -78.6% 30,917 $765K
ETF Store, Inc. 0.74% Add +31.8% 30,863 $764K
Ewa, LLC 0.17% Add +1.8% 30,793 $762K
Beaird Harris Wealth Management, LLC 0.05% Reduce -4.7% 30,781 $762K
Prosperity Bancshares Inc 0.61% Add +13.0% 30,745 $761K
Basecamp Wealth Advisors LLC 0.16% No change 30,737 $761K
Integral Investment Advisors, Inc. 0.19% No change 30,640 $758K
Mairs & Power Inc. 0.01% Add +1.9% 30,586 $757K
Broadview Financial Management, LLC 0.52% Reduce -4.7% 30,545 $756K
Sovran Advisors, LLC 0.06% Add +52.4% 28,272 $751K
Prospera Capital Management, LLC 0.38% No change 30,206 $748K
Glenmede Trust Co. NA 0.00% Reduce -3.4% 30,192 $747K
Baldwin Investment Management, LLC 0.09% No change 30,153 $746K
Stone Summit Wealth LLC 0.21% Add +0.1% 30,142 $746K
Market Street Wealth Management Advisors LLC 0.12% No change 30,125 $746K
Cassaday & Co Wealth Management LLC 0.02% New 30,008 $743K
Accel Wealth Management 0.19% Add +2.8% 29,880 $740K
Haverford Trust Co 0.01% Add +62.3% 29,862 $739K
Simon Quick Advisors, LLC 0.03% Reduce -0.3% 29,852 $739K
MBL Wealth, LLC 0.06% No change 29,846 $739K
Davis Wealth Advisors, LLC 0.61% Reduce -2.8% 29,819 $738K
Pathway Financial Advisors LLC 0.09% No change 29,488 $737K
Wescott Financial Advisory Group, LLC 0.06% No change 29,541 $731K
Perryman Financial Advisory Inc. 0.11% Add +22.7% 29,408 $728K
DAVENPORT & Co LLC 0.00% Add +37.3% 29,407 $728K
My Personal CFO, LLC 0.32% No change 29,391 $727K
Western Wealth Management, LLC 0.03% New 29,310 $725K
Asset One Wealth Management LLC 0.08% Add +9.2% 27,569 $722K
Baker Avenue Asset Management, LP 0.02% Add +42.1% 29,126 $721K
Alesco Advisors, LLC, An ESL Co 0.02% Reduce -3.2% 29,099 $720K
HUB Investment Partners, LLC 0.02% Add +25.0% 29,006 $718K
Signal Advisors Wealth, LLC 0.05% Add +107.0% 28,844 $714K
EdgeRock Capital LLC 0.19% No change 28,775 $712K
SMI Advisory Services, LLC 0.12% New 28,076 $706K
Wall Capital Group, Inc. 0.75% Reduce -6.5% 28,428 $704K
Sage Mountain Advisors LLC 0.05% Add +1.1% 28,293 $700K
OFS Enterprise LLC 0.21% — 28,251 $699K
Inspire Advisors, LLC 0.06% New 28,042 $694K
Bradley Foster & Sargent Inc. 0.01% Add +0.8% 27,991 $693K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -0.7% 27,921 $691K
Sovereign Financial Group, Inc. 0.12% Add +7.1% 27,906 $691K
Capasso Planning Partners LLC 0.37% No change 27,838 $689K
Cahaba Wealth Management, Inc. 0.05% Add +227.4% 27,796 $688K
Level Four Advisory Services, LLC 0.02% Reduce -1.0% 27,649 $684K
Archer Investment Management, LLC 0.29% Reduce -24.2% 27,471 $680K
Advisory Resource Group 0.12% Reduce -2.0% 27,324 $676K
Colton Groome Financial Advisors, LLC 0.19% Add +5.4% 27,304 $676K
Plancorp, LLC 0.02% Add +3.4% 25,627 $670K
Kera Capital Partners, Inc. 0.08% Add +2.7% 26,972 $668K
Pine Valley Investments Ltd Liability Co 0.03% Add +19.0% 26,970 $668K
AAF Wealth Management, LLC 0.27% Reduce -6.7% 26,770 $663K
FMB Wealth Management 0.27% No change 26,752 $662K
Lionshead Wealth Management, LLC 0.49% No change 26,742 $662K
DecisionMap Wealth Management, LLC 0.43% Reduce -4.5% 26,608 $659K
Financial Synergies Wealth Advisors, Inc. 0.06% Add +0.3% 26,503 $656K
Trevian Wealth Management LLC 0.32% No change 26,454 $655K
Carolina Wealth Advisors, LLC 0.27% Reduce -8.9% 26,376 $653K
Chesley Taft & Associates LLC 0.03% Add +5.4% 26,359 $652K
Vista Capital Partners, Inc. 0.07% Reduce -36.8% 26,329 $652K
Guardian Wealth Advisors, LLC / NC 0.04% Add +9.2% 26,318 $651K
Sterling Investment Management, LLC 0.39% Add +1.0% 26,297 $651K
Acorn Financial Advisory Services Inc. 0.09% Reduce -7.3% 26,183 $648K
FWG Investments, LLC. 0.41% Reduce -28.0% 26,058 $645K
Flaharty Asset Management, LLC 0.08% Reduce -23.3% 25,709 $636K
Everhart Financial Group, Inc. 0.05% Add +6.1% 25,619 $634K
Stockman Wealth Management, Inc. 0.07% Reduce -4.5% 25,580 $633K
Capital Financial Group Inc\co\ 0.35% Reduce -10.3% 25,479 $631K
Transcend Capital Advisors, LLC 0.05% Add +21.6% 25,395 $629K
Madison Asset Management, LLC 0.01% No change 25,380 $628K
Lowe Brockenbrough & Co. Inc. 0.03% Reduce -0.1% 25,281 $626K
Pinnacle Associates Ltd. 0.01% Reduce -2.6% 25,279 $626K
Palisade Asset Management, LLC 0.06% No change 25,220 $624K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -3.4% 25,162 $623K
Bridgewater Advisors Inc. 0.04% Reduce -12.0% 22,791 $622K
Clear Investment Research, LLC 0.97% No change 25,126 $622K
Baxter Bros Inc. 0.08% New 25,025 $619K
Cathy Pareto & Associates, Inc. 0.41% Add +191.5% 24,894 $616K
Weik Capital Management 0.24% Reduce -2.0% 24,825 $614K
Regal Investment Advisors LLC 0.04% Add +0.5% 24,789 $614K
Basepoint Wealth LLC 0.35% Reduce -20.7% 24,704 $611K
Becker Capital Management Inc. 0.02% No change 24,646 $610K
Proffitt & Goodson Inc. 0.09% No change 24,643 $610K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +66.3% 24,608 $609K
Bensler, LLC 0.06% Reduce -9.6% 24,468 $606K
Everest Financial Group LLC 0.10% New 24,400 $604K
Mayport, LLC 0.11% Add +10.2% 24,385 $604K
Bennett Selby Investments LP 0.21% New 24,284 $601K
Ifrah Financial Services, Inc. 0.16% Reduce -1.8% 24,118 $597K
Midwest Financial Group LLC 0.25% Add +7.0% 24,111 $597K
MCF Advisors LLC 0.03% Reduce -0.8% 24,086 $596K
Plante Moran Financial Advisors, LLC 0.04% Add +3.0% 24,070 $596K
Summit Global Investments 0.04% New 23,966 $593K
Glass Jacobson Investment Advisors llc 0.20% Add +7.9% 23,954 $593K
New England Private Wealth Advisors LLC 0.07% No change 23,745 $588K
Blue Bell Private Wealth Management, LLC 0.08% Add +7.8% 23,579 $584K
Guardian Wealth Advisors, LLC 0.33% Reduce -4.2% 23,406 $579K
LBMC Investment Advisors, LLC 0.04% Add +3.8% 23,346 $578K
Three Bridge Wealth Advisors, LLC 0.16% No change 23,280 $576K
Kestra Private Wealth Services, LLC 0.01% Reduce -8.0% 23,212 $575K
Bright Futures Wealth Management, LLC. 0.39% Reduce -6.6% 23,135 $573K
Sachem Hill LLC 0.11% Reduce -0.5% 23,116 $572K
Roger Wittlin Investment Advisory, LLC 0.46% Add +111.8% 22,948 $568K
Darrow Company, Inc. 0.25% No change 22,815 $565K
VSM Wealth Advisory, LLC 0.17% Add +4.2% 22,801 $564K
Crewe Advisors LLC 0.05% Add +4.3% 22,715 $562K
Pallas Capital Advisors LLC 0.02% Reduce -17.1% 22,679 $561K
Values Added Financial LLC 0.24% Reduce -9.1% 22,659 $561K
Luts & Greenleigh Group, Inc. 0.44% No change 22,617 $560K
Capital Square, LLC 0.26% New 21,033 $553K
Robertson Stephens Wealth Management, LLC 0.02% Add +0.4% 22,304 $552K
Crusonia Wealth Advisors LLC 0.11% No change 22,170 $549K
Sentinel Pension Advisors, LLC 0.08% Add +78.5% 22,149 $548K
Madrid Wealth Management, LLC 0.41% Add +1.6% 22,106 $547K
MidAtlantic Capital Management, Inc. 0.38% Add +4.3% 22,045 $546K
Piscataqua Savings Bank 0.38% No change 22,002 $545K
TD Waterhouse Canada Inc. 0.00% Add +17366.1% 21,658 $544K
YHB Investment Advisors, Inc. 0.04% Add +18.8% 21,987 $544K
Grey Fox Wealth Advisors, LLC 0.10% New 21,930 $543K
Greenwood Gearhart LLC 0.03% Reduce -1.6% 21,907 $542K
Calamos Advisors LLC 0.00% New 21,887 $542K
Portside Wealth Group, LLC 0.07% Reduce -4.0% 21,749 $538K
Mayfair Advisory Group, LLC 0.19% Reduce -10.2% 21,661 $536K
Signature Resources Capital Management, LLC 0.25% Add +0.4% 21,560 $534K
Howe & Rusling Inc. 0.03% Reduce -23.7% 21,525 $533K
Patriot Financial Group Insurance Agency, LLC 0.03% New 21,488 $532K
GatePass Capital, LLC 0.26% Add +146.8% 21,372 $529K
Washington Trust Advisors, Inc. 0.04% No change 21,228 $525K
Sterling Investment Advisors, Ltd. 0.10% Add +0.6% 21,201 $525K
Ade, LLC 0.25% No change 21,057 $521K
MeadowBrook Investment Advisors LLC 0.47% Add +0.7% 21,043 $521K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -0.1% 20,712 $521K
Crestwood Advisors Group, LLC 0.01% No change 20,988 $519K
Pegasus Asset Management, Inc. 0.17% Add +42.4% 20,888 $517K
Westbourne Investments, Inc. 0.25% Add +7.9% 20,859 $516K
Sowell Financial Services LLC 0.02% Add +5.5% 20,824 $515K
Goldstein Advisors, LLC 0.06% Reduce -30.0% 20,824 $515K
Willis Johnson & Associates, Inc. 0.03% Add +4.7% 20,769 $514K
Joule Financial, LLC 0.15% Reduce -11.4% 20,768 $514K
Aspect Partners, LLC 0.21% No change 20,761 $514K
Astra Wealth Partners LLC 0.32% Add +3.0% 20,680 $512K
Galvin, Gaustad & Stein, LLC 0.04% Add +8.6% 20,612 $510K
BWM Planning, LLC 0.13% No change 20,550 $509K
Sawgrass Asset Management LLC 0.08% Add +7.2% 20,509 $508K
Steelhead Wealth Management LLC 0.26% — 20,412 $505K
Wealthcare Capital Management LLC 0.05% No change 20,389 $505K
Advisory Alpha, LLC 0.01% Reduce -12.4% 20,306 $503K
Ameritas Advisory Services, LLC 0.02% No change 20,282 $502K
Cordant, Inc. 0.20% Reduce -6.1% 20,209 $500K
Everett Harris & Co. 0.01% Add +10.7% 20,106 $498K
Tenzing Financial LLC 0.37% Reduce -0.1% 18,867 $497K
Integrity Advisory Solutions, LLC 0.07% Reduce -6.3% 19,885 $492K
John Boyer, Inc. 0.49% No change 19,868 $492K
Silver Oak Securities, Incorporated 0.04% Reduce -19.3% 19,841 $491K
3 Factor Indexing, LLC 0.46% — 19,677 $487K
Villere St Denis J & Co. LLC 0.06% Reduce -43.3% 19,670 $487K
Boston Trust Walden Corp 0.00% No change 19,583 $485K
Key Financial Inc 0.09% Reduce -8.2% 19,524 $483K
Fearless Solutions, LLC dba Best Invest 0.29% No change 19,420 $481K
Ogorek Anthony Joseph /NY/ 0.13% Add +6.5% 19,420 $480K
Jacobs & Co. 0.05% No change 19,362 $479K
Occidental Asset Management, LLC 0.06% New 19,327 $478K
Marshall Financial Group, LLC 0.08% Add +0.0% 19,326 $478K
Burling Wealth Partners, LLC 0.08% Add +12.6% 19,312 $478K
WealthPLAN Partners, LLC 0.09% Reduce -1.3% 19,299 $478K
Foguth Wealth Management, LLC. 0.06% Reduce -8.2% 17,138 $476K
waypoint wealth counsel 0.25% Reduce -13.4% 19,152 $474K
Birchbrook, Inc. 0.23% Reduce -6.2% 19,152 $474K
Jim Saulnier & Associates, LLC 0.23% Reduce -13.6% 19,037 $471K
HCR Wealth Advisors 0.05% No change 19,018 $471K
Integrated Wealth Management 0.54% Reduce -51.1% 18,996 $470K
Citigroup Inc. 0.00% Reduce -66.8% 18,908 $468K
Private Trust Co. NA 0.04% Reduce -7.9% 18,889 $468K
Parkside Financial Bank & Trust 0.04% Reduce -0.0% 18,882 $467K
Equita Financial Network, Inc. 0.15% Add +45.0% 18,868 $467K
Access Financial Services, Inc. 0.17% Reduce -66.1% 18,856 $467K
DDD Partners, LLC 0.03% No change 18,774 $465K
VCI Wealth Management LLC 0.13% Add +7.0% 18,667 $462K
Twin Cities Retirement Group LLC 0.42% Reduce -2.0% 18,570 $460K
Family Investment Center, Inc. 0.09% No change 18,543 $459K
Assetmark, Inc. 0.00% Add +19.2% 18,518 $458K
Rede Wealth, LLC 0.16% Add +0.9% 18,478 $457K
Vident Advisory, LLC 0.00% Add +10.0% 18,473 $457K
Tocqueville Asset Management L.P. 0.01% Add +14.3% 18,465 $457K
Fiduciary Financial Group, LLC 0.06% No change 18,465 $457K
Dunhill Financial, LLC 0.11% Add +20.9% 18,420 $456K
One Charles Private Wealth Services, LLC 0.11% No change 18,390 $455K
ORBA Wealth Advisors, L.L.C. 0.54% No change 18,378 $455K
Integrity Investment Advisors, LLC 0.25% Reduce -76.8% 18,276 $452K
Colorado Capital Management, Inc. 0.17% Add +5.8% 18,249 $452K
Well Done, LLC 0.07% No change 18,260 $452K
Cornerstone Planning Group LLC 0.06% No change 16,932 $451K
SIMA Wealth Partners, LLC 0.34% Add +2.0% 18,075 $447K
Castle Wealth Management LLC 0.14% Reduce -3.2% 18,002 $446K
QRG Capital Management, Inc. 0.00% Reduce -47.0% 17,987 $445K
Elevated Capital Advisors, LLC 0.11% Reduce -5.8% 17,977 $445K
Certior Financial Group, LLC 0.28% Reduce -8.9% 17,970 $445K
Morton Brown Family Wealth, LLC 0.12% No change 17,884 $443K
Cornerstone Wealth Group, LLC 0.03% Reduce -1.1% 16,852 $441K
AMG National Trust Bank 0.01% No change 17,770 $440K
Money Concepts Capital Corp. 0.02% New 17,657 $437K
SRH Advisors, LLC 0.12% No change 17,592 $435K
One Wealth Map LLC 0.21% Add +15.4% 16,396 $435K
Mosaic Family Wealth Partners, LLC 0.04% Add +1.6% 17,478 $433K
Fortune Financial Group, Inc. 0.39% Add +100.0% 17,410 $431K
Greenleaf Trust 0.00% No change 17,402 $431K
OpenArc Corporate Advisory, LLC 0.01% New 17,357 $430K
Neuberger Berman Group LLC 0.00% No change 17,318 $429K
Members Trust Co 0.01% New 17,308 $428K
Capital Planning LLC 0.14% Reduce -18.6% 17,300 $428K
Sapient Capital LLC 0.01% Reduce -3.6% 17,289 $428K
Integrated Investment Consultants, LLC 0.09% No change 17,263 $427K
Accredited Investors Inc. 0.02% Add +12.6% 17,152 $425K
Rothschild Wealth LLC 0.04% Add +19.4% 17,131 $424K
StoneX Group Inc. 0.02% Reduce -30.4% 17,111 $424K
Gutierrez Wealth Advisory, LLC 0.26% No change 17,106 $423K
Cutler Investment Counsel LLC 0.04% No change 17,094 $423K
M Holdings Securities, Inc. 0.03% Reduce -30.7% 16,867 $423K
Smart Portfolios, LLC 0.42% Reduce -0.9% 17,075 $423K
Birchwood Financial Partners, Inc. 0.40% No change 16,921 $419K
Entrewealth, LLC 0.19% No change 16,829 $417K
Hancock Whitney Corp. 0.01% No change 16,798 $416K
Fragasso Financial Advisors Inc 0.03% Reduce -4.0% 16,513 $415K
Rollins Financial Advisors, LLC 0.07% Add +44.4% 16,766 $415K
Gilpin Wealth Management, LLC 0.33% Add +1.1% 16,729 $414K
Silver Oak Advisory Group, Inc. 0.18% Reduce -3.9% 16,760 $414K
Capstone Wealth Management Group LLC 0.25% Reduce -2.3% 16,712 $414K
Modus Advisors, LLC 0.11% No change 16,574 $410K
Peak Asset Management, LLC 0.07% Add +12.2% 16,528 $409K
Net Worth Advisory Group 0.08% No change 16,456 $407K
ONE Advisory Partners, LLC 0.13% Reduce -5.2% 16,406 $406K
Keystone Financial Group 0.03% Reduce -0.0% 16,348 $405K
Marietta Investment Partners LLC 0.08% Reduce -10.1% 16,144 $400K
REDW Wealth LLC 0.16% No change 16,142 $400K
Syon Capital LLC 0.02% No change 16,113 $399K
Parcion Private Wealth LLC 0.02% New 16,108 $399K
Golden State Wealth Management, LLC 0.04% Add +4.1% 16,100 $398K
Indie Asset Partners, LLC 0.45% Add +20.0% 16,042 $397K
Investment Partners Asset Management, Inc. 0.24% Reduce -8.4% 16,030 $397K
KLCM Advisors, Inc. 0.03% Add +14.2% 15,996 $396K
Rainier Family Wealth Inc. 0.27% No change 15,982 $396K
Potentia Wealth 0.15% No change 15,982 $396K
International Assets Investment Management, LLC 0.03% No change 15,729 $395K
CWC Advisors, LLC. 0.19% Reduce -19.7% 15,947 $395K
SPWM Advisors LLC 0.34% Reduce -0.1% 14,570 $394K
Collective Family Office LLC 0.09% Reduce -38.8% 15,916 $394K
Advisor OS, LLC 0.03% Reduce -3.9% 15,898 $393K
Atlantic Union Bankshares Corp 0.01% Add +0.1% 15,870 $393K
Canopy Partners, LLC 0.13% Add +0.8% 15,795 $391K
PCM Encore, LLC 0.08% Add +10.1% 15,769 $390K
Spire Wealth Management 0.01% Add +4.1% 15,741 $390K
25 LLC 0.12% Add +1.9% 15,707 $389K
GuidedMoney, LLC 0.20% No change 15,704 $389K
American Trust 0.03% Add +2.0% 15,675 $388K
Aviance Capital Partners, LLC 0.05% Reduce -12.7% 15,673 $388K
Lifeworks Advisors, LLC 0.05% Reduce -45.0% 15,664 $388K
Joseph P. Lucia & Associates, LLC 0.14% Add +6.2% 15,654 $387K
Allegiance Financial Group Advisory Services LLC 0.08% New 15,645 $387K
Dravo Bay LLC 0.16% No change 15,623 $387K
Moneco Advisors, LLC 0.03% Reduce -0.1% 15,527 $384K
Tiemann Investment Advisors, LLC 0.15% Reduce -1.7% 15,476 $383K
First Growth Capital LLC 0.35% No change 15,196 $382K
PFG Investments, LLC 0.02% Add +1.3% 15,384 $381K
Hurlow Wealth Management Group, Inc. 0.09% Reduce -2.0% 15,323 $379K
Macroview Investment Management LLC 0.26% Add +9.5% 15,248 $377K
49 Wealth Management, LLC 0.03% Reduce -11.4% 15,223 $377K
Stembrook Asset Management, LLC 0.37% Reduce -6.7% 15,202 $376K
DGS Capital Management, LLC 0.06% New 15,195 $376K
Satovsky Asset Management LLC 0.07% No change 15,190 $376K
BetterWealth, LLC 0.07% New 15,174 $376K
Sachetta, LLC 0.20% Reduce -7.3% 15,133 $375K
Kwmg, LLC 0.03% New 15,103 $374K
Turtle Creek Wealth Advisors, LLC 0.03% New 15,056 $373K
Walkner Condon Financial Advisors LLC 0.05% Reduce -4.1% 15,037 $372K
Kingswood Wealth Advisors, LLC 0.02% Reduce -28.2% 14,959 $370K
Cassilly Financial Group LLC 0.32% No change 14,938 $370K
Lutz Financial Services LLC 0.02% No change 14,938 $370K
Requisite Capital Management, LLC 0.07% No change 14,931 $370K
Resonant Capital Advisors, LLC 0.02% Reduce -5.9% 14,922 $369K
Manske Wealth Management 0.10% No change 14,901 $369K
D.A. Davidson & Co. 0.00% Add +5.7% 14,838 $367K
J. Derek Lewis & Associates Inc. 0.08% Reduce -3.8% 14,813 $367K
Florida Financial Advisors, LLC 0.09% Add +36.7% 14,701 $364K
Wetzel Investment Advisors, Inc. 0.14% No change 14,665 $363K
Cullen/Frost Bankers, Inc. 0.00% No change 14,628 $362K
Mirador Capital Partners LP 0.05% Add +13.5% 14,595 $361K
Essex Bank 0.08% Reduce -4.3% 14,553 $360K
Disciplined Investors, L.L.C. 0.21% Reduce -3.6% 14,538 $360K
Heritage Investors Management Corp. 0.01% No change 14,459 $358K
Twelve Points Wealth Management LLC 0.08% No change 14,444 $357K
Cottage Street Advisors LLC 0.15% No change 14,401 $356K
Comprehensive Money Management Services LLC 0.23% Add +7.5% 14,394 $356K
Fulton Bank, N.A. 0.01% No change 14,386 $356K
Stratos Investment Management, LLC 0.01% Reduce -12.0% 14,374 $356K
Western Reserve Capital Management, LLC 0.29% Add +40.1% 14,374 $356K
Sage Rhino Capital LLC 0.07% No change 14,326 $355K
NewSquare Capital LLC 0.03% Reduce -5.3% 14,273 $353K
Haven Private, LLC 0.15% New 14,233 $352K
Northwest Wealth Management, LLC 0.05% Add +3.1% 14,160 $350K
Fulcrum Wealth Advisors, LLC 0.29% No change 14,158 $350K
LJI Wealth Management, LLC 0.06% Add +11.0% 14,048 $348K
URS Advisory LLC 0.25% New 13,837 $342K
Laurel Wealth Advisors LLC 0.03% Reduce -6.0% 12,513 $342K
Cherry Creek Investment Advisors, Inc. 0.15% New 13,830 $342K
Avity Investment Management Inc. 0.02% No change 13,800 $342K
Lathrop Investment Management Co. 0.06% Add +2.4% 13,792 $341K
Ferguson Wellman Capital Management, Inc. 0.00% New 13,776 $341K
Astoria Portfolio Advisors LLC. 0.07% No change 12,966 $341K
Hartline Investment Corp./ 0.04% Reduce -0.0% 13,744 $340K
Balanced Wealth Group LLC 0.12% Add +15.6% 13,696 $339K
Sax Wealth Advisors, LLC 0.02% Reduce -0.9% 14,084 $339K
OMNI 360 Wealth, Inc. 0.17% Reduce -2.8% 13,669 $338K
Strategic Advisory Partners, LLC 0.27% Add +0.1% 13,637 $338K
Bigelow Investment Advisors, LLC 0.13% Reduce -11.2% 13,617 $337K
First Foundation Advisors 0.01% No change 13,616 $337K
Interchange Capital Partners, LLC 0.11% Add +100.3% 16,728 $336K
Builder Investment Group Inc. 0.07% Reduce -8.5% 13,549 $335K
Financial Concepts Unlimited, Inc. 0.30% — 13,473 $333K
Fairway Wealth LLC 0.09% Add +224.6% 13,463 $333K
Prospera Financial Services Inc 0.01% Add +0.6% 13,434 $333K
Farnam Financial LLC 0.27% No change 13,430 $332K
Hutchens & Kramer Investment Management Group, LLC 0.10% Reduce -16.4% 13,429 $332K
Jacobi Capital Management LLC 0.02% No change 13,416 $332K
Mengis Capital Management, Inc. 0.06% Reduce -1.4% 13,398 $332K
Fiduciary Group, LLC 0.03% Reduce -2.6% 13,348 $330K
Shearwater Capital LLC 0.17% No change 13,328 $330K
Blue Trust, Inc. 0.00% Add +75.0% 13,310 $329K
Panoramic Investment Advisors, LLC 0.18% Add +9.1% 13,240 $328K
Directional Asset Management 0.30% Add +4.3% 13,137 $325K
Founders Financial Securities LLC 0.02% Reduce -28.5% 12,440 $325K
IRON Financial LLC 0.14% No change 13,085 $324K
Sagespring Wealth Partners, LLC 0.01% New 13,075 $324K
LFG Wealth Partners, LLC 0.19% New 13,026 $322K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +2.6% 13,021 $322K
Pacific Point Advisors, LLC 0.17% Reduce -2.6% 12,952 $321K
BOS Asset Management, LLC 0.08% No change 12,936 $320K
Highland Capital Management, LLC 0.02% Add +37.3% 12,882 $319K
WealthCollab, LLC 0.13% No change 12,849 $318K
Falcon Wealth Planning 0.02% New 12,811 $317K
Addison Advisors LLC 0.07% Add +25.8% 12,769 $316K
Wealth Preservation Advisors, LLC 0.26% Reduce -34.9% 12,758 $316K
Consilium Wealth Advisory, LLC 0.11% No change 12,718 $315K
Patten & Patten Inc. 0.02% Add +3.3% 12,683 $314K
Massachusetts Financial Services Co. 0.00% Reduce -61.8% 12,682 $314K
Vernal Point Advisors, LLC 0.13% Add +0.1% 12,639 $313K
Traynor Capital Management, Inc. 0.02% New 13,016 $312K
Wealth Enhancement Trust Services, Inc. 0.04% Reduce -0.5% 12,518 $310K
JB Capital LLC 0.01% No change 12,512 $310K
Human Investing LLC 0.04% Add +4.4% 12,484 $309K
Vanguard National Trust Co 0.02% — 12,395 $307K
Busey Bank 0.01% No change 12,390 $307K
Advance Capital Management, Inc. 0.01% Add +4.3% 12,368 $306K
Cary Street Partners Financial LLC 0.01% Add +14.9% 12,323 $305K
Global Wealth Strategies & Associates 0.07% Reduce -20.4% 12,290 $304K
Scott Capital Advisors, LLC 0.06% Reduce -6.7% 11,619 $304K
Ketron Financial 0.11% New 12,251 $303K
RBA Wealth Management, LLC 0.11% Reduce -1.4% 12,168 $301K
Robinswood Financial LLC 0.09% Add +5.7% 12,107 $300K
Parkshore Wealth Management, Inc. 0.10% Reduce -8.7% 12,069 $299K
Northstar Group, Inc. 0.04% No change 12,068 $299K
Arcadia Wealth Management, LLC 0.11% Add +10.1% 12,065 $299K
Balboa Wealth Partners 0.05% Reduce -1.9% 11,887 $294K
Trajan Wealth LLC 0.01% New 11,877 $294K
IronBridge Private Wealth, LLC 0.09% No change 11,870 $294K
Stonebridge Financial Group, LLC 0.02% New 11,864 $294K
GeoWealth Management, LLC 0.01% New 11,863 $294K
Aspen Capital Management, LLC 0.07% Add +0.5% 11,845 $293K
Trust Point Inc. 0.03% New 11,777 $291K
Odyssey Capital Advisors, Inc. 0.26% Reduce -4.3% 11,747 $291K
Smith Salley Wealth Management 0.01% Reduce -2.8% 11,734 $290K
Kilner Capital Advisors, LLC 0.28% Add +8.0% 11,700 $290K
Tribridge Partners Financial LLC 0.12% No change 11,579 $289K
ARK & TLK Investments, LLC 0.08% Add +38.6% 11,662 $289K
White Lighthouse Investment Management Inc. 0.04% Add +28.8% 11,589 $287K
Index Fund Advisors, Inc. 0.01% Add +5.5% 11,529 $285K
Burton Enright Welch 0.04% Reduce -5.2% 11,512 $285K
Paragon Capital Management Ltd 0.06% No change 11,479 $284K
Aquire Wealth Advisors, LLC 0.07% No change 11,413 $282K
Heck Capital Advisors, LLC 0.02% No change 11,361 $281K
Fifth Third Wealth Advisors LLC 0.01% Reduce -4.2% 11,361 $281K
Quotient Wealth Partners, LLC 0.01% No change 11,265 $279K
Peterson Wealth Advisors, LLC 0.04% Add +0.6% 11,229 $278K
River's Edge Wealth Management, LLC 0.26% Reduce -2.6% 10,498 $276K
Manning & Napier Advisors LLC 0.00% Reduce -1.6% 11,109 $275K
Waterfront Wealth Inc. 0.05% Reduce -4.7% 11,104 $275K
Clifford Swan Investment Counsel LLC 0.01% Add +4.8% 11,103 $275K
Roffman Miller Associates Inc. 0.02% Add +7.2% 11,099 $275K
Columbia Asset Management 0.05% Add +9.9% 11,073 $274K
Regimen Wealth, LLC 0.08% Reduce -16.3% 11,031 $273K
Phillip James Consulting Co. 0.21% New 5,590 $273K
Everest Private Wealth 0.14% Add +4.3% 11,008 $272K
Asset Advisory Group, Inc. 0.14% Add +28.2% 10,923 $270K
Calamos Wealth Management LLC 0.01% Reduce -32.8% 10,919 $270K
Curio Wealth, LLC 0.09% No change 10,908 $270K
New Wave Wealth Advisors LLC 0.09% New 10,874 $269K
Stephens Inc. 0.00% Add +22.9% 10,860 $269K
Fca Corp. 0.08% Reduce -2.8% 10,858 $269K
ATLas Financial Planning LLC 0.24% Add +0.5% 10,855 $269K
Prudent Investors Network, Inc. 0.06% No change 10,822 $268K
Marathon Strategic Advisors, LLC 0.19% Reduce -2.6% 10,812 $268K
Evolution Advisers, Inc. 0.11% Reduce -6.6% 10,794 $267K
Canvas Wealth Advisors, LLC 0.05% Add +6.3% 10,776 $267K
Radnor Capital Management, LLC 0.04% No change 10,768 $267K
First Pacific Financial 0.03% Add +1.7% 10,745 $266K
Waterloo Capital, L.P. 0.02% Reduce -0.6% 10,700 $265K
Quent Capital, LLC 0.02% Reduce -1.6% 10,686 $264K
Clarity Wealth Advisors, LLC 0.05% Add +1.0% 10,662 $264K
Manchester Financial Inc. 0.05% Reduce -0.2% 10,659 $264K
Northwest Quadrant Wealth Management, LLC 0.05% No change 10,657 $264K
Summit Investment Advisory Services, LLC 0.10% No change 10,643 $263K
Morris Financial Concepts, Inc. 0.09% No change 10,602 $262K
Impact Partnership Wealth, LLC 0.03% Add +5.6% 10,593 $262K
BLB&B Advisors, LLC 0.01% Reduce -0.6% 10,537 $261K
Gladstone Institutional Advisory LLC 0.01% Add +8.9% 10,524 $260K
J. L. Bainbridge & Co., Inc. 0.02% Add +21.9% 10,507 $260K
Global Assets Advisory, LLC 0.07% Add +21.1% 10,093 $260K
NerdWallet Wealth Partners, LLC 0.11% New 10,501 $260K
Legacy Wealth Managment, LLC 0.13% New 10,476 $259K
Landing Point Financial Group, LLC 0.13% No change 10,471 $259K
Hutchinson Capital Management 0.05% No change 10,451 $259K
Security National Bank 0.04% No change 10,399 $257K
Accretive Wealth Partners, LLC 0.07% No change 10,395 $257K
Strategic Equity Management 0.10% Reduce -0.9% 10,391 $257K
Tritonpoint Wealth, LLC 0.03% Add +0.9% 10,348 $256K
Retiremitten Financial LLC 0.12% — 10,312 $255K
Medallion Wealth Advisors, LLC 0.08% Add +16.8% 10,294 $255K
Sequent Planning LLC 0.06% Add +0.2% 10,283 $255K
Madison Park Capital Advisors, LLC 0.20% Add +1.1% 10,258 $254K
Moss Adams Wealth Advisors LLC 0.02% Add +4.7% 10,217 $253K
Main Street Research LLC 0.01% Add +6.3% 10,206 $253K
Greenup Street Wealth Management LLC 0.04% Reduce -2.0% 10,161 $251K
Bellwether Advisors, LLC 0.04% No change 10,150 $251K
Robinhood Asset Management, LLC 0.02% Reduce -87.3% 10,137 $251K
Raub Brock Capital Management LP 0.06% Add +4.1% 10,136 $251K
Hippocratic Financial Advisors, LLC 0.11% New 10,130 $251K
Ruggiero Investments, Inc. 0.24% No change 10,092 $250K
Hamilton Point Investment Advisors, LLC 0.04% No change 10,072 $249K
Journey Strategic Wealth LLC 0.01% Reduce -1.5% 10,051 $249K
Integrity Financial Corp 0.12% Add +115.4% 10,044 $249K
Joel Isaacson & Co., LLC 0.01% No change 10,036 $248K
Sound Portfolio Advisors, LLC 0.20% New 10,000 $248K
SLT Holdings LLC 0.18% Reduce -50.0% 10,000 $248K
Ironsides Asset Advisors, LLC 0.06% No change 10,000 $248K
Bernardo Wealth Planning LLC 0.05% Add +16.1% 9,992 $247K
Kane Investment Management, Inc. 0.13% New 11,081 $247K
Morling Financial Advisors, LLC 0.08% Reduce -7.3% 9,900 $245K
Cypress Wealth Services, LLC 0.03% Reduce -2.2% 9,890 $245K
Drucker Wealth 3.0, LLC 0.04% Add +6.9% 9,857 $244K
Brookwood Investment Group LLC 0.03% New 9,836 $243K
Worth Asset Management, LLC 0.09% Add +7.9% 9,793 $242K
Prevail Innovative Wealth Advisors, LLC 0.04% Add +4.9% 9,787 $242K
VestGen Advisors, LLC 0.01% New 8,949 $242K
Lakeridge Wealth Management LLC 0.10% Reduce -4.1% 9,749 $241K
Concentrum Wealth Management 0.07% New 9,706 $240K
Barnes Pettey Financial Advisors, LLC 0.10% Add +0.9% 9,676 $239K
Forza Wealth Management, LLC 0.08% No change 9,634 $238K
Constant Guidance Financial LLC 0.16% New 9,618 $238K
Heritage Family Offices, LLP 0.11% Reduce -28.0% 9,616 $238K
Cannon Financial Strategists, Inc. 0.03% New 9,611 $238K
Capstone Financial Advisors, Inc. 0.01% Add +0.2% 9,579 $237K
Sprinkle Financial Consultants LLC 0.11% Reduce -15.7% 9,569 $237K
Caerus Investment Advisors, LLC 0.10% No change 9,558 $237K
Ahara Advisors LLC 0.20% Reduce -24.4% 9,499 $235K
Annex Advisory Services, LLC 0.00% No change 9,490 $235K
Rothschild Investment LLC 0.01% No change 9,489 $235K
Linscomb Wealth, Inc. 0.01% Reduce -3.2% 9,452 $234K
Ethos Financial Group, LLC 0.02% Reduce -49.1% 9,743 $234K
NWK Group, Inc. 0.09% Add +128.7% 9,372 $232K
Key Capital Management, INC 0.15% Add +51.9% 9,371 $232K
Fidelis Capital Partners, LLC 0.02% New 9,326 $231K
Dahring | Cusmano LLC 0.14% Add +3.5% 9,322 $231K
Leading Edge Financial Planning LLC 0.05% Add +10.7% 9,284 $230K
Stephenson & Company, Inc. 0.12% No change 9,207 $228K
Xena Financial Planning, LLC 0.26% Reduce -9.8% 9,154 $227K
Relyea Zuckerberg Hanson LLC 0.02% No change 9,146 $226K
Hexagon Capital Partners LLC 0.03% New 9,138 $226K
Lantern Wealth Advisors, LLC 0.12% No change 9,121 $226K
Briggs Wealth Management, Inc 0.24% No change 9,115 $226K
Weatherly Asset Management L. P. 0.02% Reduce -7.6% 9,111 $225K
Kirtland Hills Capital Management, LLC 0.07% New 8,532 $225K
Magnus Financial Group LLC 0.02% New 9,064 $224K
Baker Tilly Wealth Management, LLC 0.05% No change 9,022 $223K
Woodside Wealth Management LLC 0.17% Add +2.3% 9,010 $223K
Financial Management Network Inc. 0.03% Add +0.4% 8,522 $223K
Argos Wealth Advisors, LLC 0.06% Reduce -79.1% 8,985 $222K
Maridea Wealth Management LLC 0.03% Reduce -3.8% 8,972 $222K
Rockwood Wealth Management, LLC 0.02% New 8,958 $222K
Ironwood Investment Counsel, LLC 0.03% Reduce -9.4% 8,915 $221K
Morton Capital Management LLC 0.03% New 8,893 $220K
Lazari Capital Management, Inc. 0.08% New 8,891 $220K
Intrua Financial, LLC 0.02% New 8,887 $220K
Financial Symmetry Inc 0.08% New 8,254 $219K
Capital City Trust Co. 0.05% No change 8,846 $219K
Capstone Wealth Management Group, LLC 0.09% No change 8,825 $218K
Werba Rubin Papier Wealth Management 0.03% Reduce -33.2% 8,823 $218K
Fulton Breakefield Broenniman LLC 0.01% Add +2.8% 8,807 $218K
Empirical Asset Management, LLC 0.06% Reduce -0.5% 8,758 $217K
TrustWell Financial Advisors, LLC 0.20% Reduce -1.7% 8,755 $217K
Strategic Financial Services, Inc. 0.01% No change 8,722 $216K
Delos Wealth Advisors, LLC 0.12% New 8,691 $215K
MKD Wealth Coaches, LLC 0.21% Add +1.1% 8,688 $215K
Arq Wealth Advisors, LLC 0.04% New 8,672 $215K
Vanguard Personalized Indexing Management, LLC 0.00% New 8,636 $214K
Stillwater Private Wealth, LLC 0.18% — 8,621 $213K
Stage Harbor Financial, LLC 0.14% No change 8,593 $213K
Ares Financial Consulting, LLC 0.17% No change 8,456 $213K
Compass Financial Group, INC 0.03% Reduce -6.0% 8,589 $213K
TFC Financial Management, Inc. 0.03% No change 8,548 $212K
Waddell & Associates, LLC 0.01% No change 8,545 $211K
Crumly & Associates Inc. 0.04% New 8,526 $211K
MOKAN Wealth Management Inc. 0.09% No change 8,521 $211K
Cadence Wealth Management LLC 0.09% Add +0.9% 8,484 $210K
Urban Financial Advisory Corp 0.07% No change 8,482 $210K
CDM Financial Counseling Services, Inc. 0.20% No change 8,459 $209K
Fortem Financial Group, LLC 0.05% No change 8,409 $208K
Wealth Dimensions Group, Ltd. 0.04% New 8,393 $208K
Ritter Daniher Financial Advisory LLC / DE 0.04% Reduce -2.0% 8,373 $207K
Fortis Group Advisors, LLC 0.03% New 7,782 $207K
Traveka Wealth, LLC 0.08% No change 8,340 $206K
Tyche Wealth Partners LLC 0.03% No change 8,340 $206K
Rock Point Advisors, LLC 0.06% Reduce -1.6% 8,325 $206K
Grant Private Wealth Management Inc 0.11% New 8,316 $206K
BostonPremier Wealth LLC 0.11% New 8,285 $205K
SeedSafe Financial LLC 0.17% New 8,269 $205K
City Center Advisors, LLC 0.19% New 8,241 $204K
Baltimore-Washington Financial Advisors, Inc. 0.01% New 8,222 $203K
Garden State Investment Advisory Services LLC 0.05% New 8,192 $203K
Next Capital Management LLC 0.06% New 8,191 $203K
Up Strategic Wealth Investment Advisors LLC 0.13% New 7,467 $201K
Sandbox Financial Partners, LLC 0.06% New 8,112 $201K
Heritage Oak Wealth Advisors LLC 0.06% Reduce -6.5% 8,104 $201K
Lavaca Capital LLC 0.04% Reduce -11.4% 8,054 $199K
Clayton Financial Group LLC 0.10% Add +1.3% 7,767 $192K
TD Capital Management LLC 0.02% No change 7,742 $192K
Twin Peaks Wealth Advisors, LLC 0.05% No change 7,625 $189K
Bravera Wealth 0.08% Add +6.4% 7,298 $181K
Synergy Investment Management, LLC 0.06% New 7,235 $179K
Comprehensive Financial Planning, Inc. 0.12% Add +583.0% 7,192 $178K
Johnson Financial Group, Inc. 0.01% No change 7,084 $175K
Quantum Capital Management, LLC / NJ 0.02% Reduce -2.0% 6,936 $172K
N.E.W. Advisory Services LLC 0.01% Add +67.9% 6,910 $171K
Grove Bank & Trust 0.02% No change 6,717 $166K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 6,532 $162K
Sound Income Strategies, LLC 0.01% Add +24.5% 6,285 $158K
Burk Holdings LLC 0.07% New 6,253 $155K
WFA of San Diego, LLC 0.12% No change 6,202 $154K
Mowery & Schoenfeld Wealth Management, LLC 0.23% No change 6,120 $151K
Noble Wealth Management PBC 0.08% Reduce -6.3% 6,005 $149K
Gables Capital Management Inc. 0.06% No change 5,922 $147K
Colonial Trust Co / SC 0.02% No change 5,700 $141K
Smithfield Trust Co 0.01% No change 5,707 $140K
Indiana Trust & Investment Management Co 0.04% No change 5,441 $135K
Arcadia Investment Management Corp. 0.02% No change 5,364 $133K
Peachtree Investment Partners, LLC 0.05% Reduce -20.8% 5,277 $131K
Strategic Advocates LLC 0.57% Add +3466.7% 5,243 $130K
Jackson Hole Capital Partners, LLC 0.02% No change 5,236 $130K
Glassman Wealth Services 0.02% Add +0.4% 5,183 $128K
Lodestone Wealth Management LLC 0.05% Add +9.5% 5,016 $124K
Cordgrass Capital Advisors, LLC 0.03% Add +14.9% 4,940 $122K
Pinnacle Bancorp, Inc. 0.04% Reduce -7.2% 4,913 $122K
Activest Wealth Management 0.02% Add +1.9% 4,891 $121K
UMB Bank, n.a. 0.00% Add +122.3% 4,877 $121K
Hoey Investments, Inc. 0.02% Add +0.9% 4,795 $119K
Richardson Capital Management LLC 0.06% Reduce -3.5% 4,634 $115K
Private Wealth Asset Management, LLC 0.01% Add +0.1% 4,594 $114K
Fairman Group, LLC 0.10% Reduce -4.3% 4,544 $112K
Phillips Financial Management, LLC 0.01% Reduce -20.3% 4,544 $112K
Whittier Trust Co. 0.00% No change 4,472 $112K
Arkos Global Advisors 0.01% New 4,468 $111K
Orion Capital Management LLC 0.04% No change 4,298 $106K
SouthState Bank Corp 0.00% Reduce -25.5% 4,281 $106K
NorthAvenue LLC 0.08% No change 4,221 $104K
Destiny Wealth Partners, LLC 0.01% New 4,174 $103K
Clal Insurance Enterprises Holdings Ltd 0.00% Add +32.9% 4,062 $101K
Whipplewood Advisors, LLC 0.05% No change 4,056 $100K
Align Financial, LLC 0.06% Reduce -95.8% 3,983 $99K
Avion Wealth 0.02% No change 3,920 $97K
Physician Wealth Advisors, Inc. 0.01% Add +2.4% 3,860 $96K
Glassy Mountain Advisors, Inc. 0.03% No change 3,806 $94K
Balentine LLC 0.00% No change 3,778 $94K
Tidemark, LLC 0.02% No change 3,741 $93K
Strengthening Families & Communities, LLC 0.02% New 3,694 $91K
Mogy Joel R Investment Counsel Inc. 0.01% No change 3,691 $91K
Hazlett, Burt & Watson, Inc. 0.03% No change 3,676 $91K
Tucker Asset Management LLC 0.03% Add +1.9% 3,664 $91K
Game Plan Financial Advisors, LLC 0.04% Add +1.0% 3,659 $91K
SHP Wealth Management 0.01% No change 3,531 $87K
Raffa Wealth Management, LLC 0.01% No change 3,514 $87K
Bullseye Investment Management, LLC 0.05% No change 3,438 $85K
Harbor Asset Planning, Inc. 0.07% Reduce -4.0% 3,387 $84K
Hantz Financial Services, Inc. 0.00% Reduce -18.7% 3,340 $83K
Lloyd Advisory Services, LLC. 0.02% Reduce -84.6% 3,320 $82K
Kingdom Financial Group LLC. 0.02% Reduce -60.0% 3,320 $82K
Atlas Capital Advisors Inc. 0.01% Reduce -4.8% 3,299 $82K
Westend Capital Management, LLC 0.02% Reduce -8.6% 3,211 $79K
Pinney & Scofield, Inc. 0.04% No change 3,178 $79K
Pacific Center for Financial Services 0.02% Add +1.5% 3,147 $78K
GAMMA Investing LLC 0.00% Reduce -40.6% 3,044 $75K
Trust Co. of Toledo NA 0.01% No change 3,029 $75K
First Horizon Corp. 0.00% Add +75.0% 2,978 $74K
Caldwell Trust Co 0.01% No change 2,922 $72K
TIAA Wealth Investment Management LLC 0.00% — 2,985 $72K
REAP Financial Group, LLC 0.01% Reduce -41.0% 2,873 $71K
Bernard Wealth Management Corp. 0.03% Add +5742.9% 2,863 $71K
Clark Wealth Partners 0.05% No change 2,830 $70K
Triumph Capital Management 0.01% Add +15.8% 2,828 $70K
Strategic Wealth Partners, Ltd. 0.00% Reduce -34.8% 2,766 $68K
West Branch Capital LLC 0.02% No change 2,706 $67K
Glen Eagle Advisors, LLC 0.01% Add +16.5% 2,688 $67K
Highline Wealth Partners LLC 0.02% Reduce -3.6% 2,671 $66K
PFC Capital Group, Inc. 0.03% No change 2,704 $66K
Bank of New Hampshire 0.01% Reduce -0.2% 2,635 $65K
Scarborough Advisors, LLC 0.01% New 2,624 $65K
Pension & Wealth Management Advisors, Inc. 0.02% No change 2,584 $64K
Ankerstar Wealth, LLC 0.07% No change 2,564 $63K
Halbert Hargrove Global Advisors, LLC 0.00% Add +23.0% 2,459 $61K
Wilmington Savings Fund Society, FSB 0.00% No change 2,440 $60K
Kilter Group LLC 0.03% No change 2,422 $60K
Quest 10 Wealth Builders, Inc. 0.05% Reduce -37.0% 2,403 $59K
Southern Michigan Bank & Trust 0.02% — 2,316 $57K
Godsey & Gibb, Inc. 0.00% Reduce -40.5% 2,229 $55K
Tower Research Capital LLC (TRC) 0.00% Add +1610.8% 2,224 $55K
Ascentis Independent Advisors 0.00% New 2,134 $53K
KERR FINANCIAL PLANNING Corp 0.04% No change 2,000 $52K
Allspring Global Investments Holdings, LLC 0.00% No change 2,096 $52K
Signature Equity Partners, LLC 0.03% Reduce -26.4% 2,088 $52K
MTM Investment Management, LLC 0.02% Reduce -8.4% 2,007 $50K
Caitlin John, LLC 0.03% No change 1,967 $49K
Ascentis Wealth Management, LLC 0.01% No change 1,964 $49K
Timmons Wealth Management, LLC 0.05% No change 1,963 $49K
Hollencrest Capital Management 0.00% No change 1,930 $48K
MBM Wealth Consultants, LLC 0.01% New 1,886 $47K
RMG Wealth Management LLC 0.01% No change 1,664 $46K
Sunrise Financial Services, LLC 0.03% No change 1,822 $45K
St Germain D J Co. Inc. 0.00% Reduce -6.7% 1,813 $45K
Tsfg, LLC 0.01% No change 1,756 $43K
Kozak & Associates, Inc. 0.01% Add +20.9% 1,620 $43K
Main Street Group, LTD 0.01% New 1,723 $43K
North Star Investment Management Corp. 0.00% No change 1,723 $43K
Osbon Capital Management LLC 0.03% No change 1,671 $41K
Financial Perspectives, Inc 0.01% No change 1,643 $41K
Motco 0.00% New 1,627 $40K
Ameriflex Group, Inc. 0.02% Add +103.4% 1,554 $38K
Investors Research Corp 0.01% No change 1,458 $36K
Valued Wealth Advisors LLC 0.01% Add +33.9% 1,453 $36K
Center for Financial Planning, Inc. 0.00% No change 1,449 $36K
Beacon Capital Management, Inc. 0.00% Add +3634.2% 1,419 $35K
High Note Wealth, LLC 0.01% No change 1,348 $33K
PFS Partners, LLC 0.01% No change 1,320 $33K
Syntax Research, Inc. 0.02% No change 1,302 $32K
Barnes Dennig Private Wealth Management LLC 0.03% Add +89.5% 1,300 $32K
Nemes Rush Group LLC 0.00% No change 1,298 $32K
Financial Freedom, LLC 0.01% No change 1,195 $30K
Pillar Financial Advisors, LLC 0.02% No change 1,174 $29K
Pin Oak Investment Advisors Inc. 0.02% No change 1,160 $29K
CNB Bank 0.01% No change 1,140 $28K
Frazier Financial Advisors, LLC 0.02% Add +288.0% 1,133 $28K
Costello Asset Management, INC 0.01% Add +281.7% 1,084 $27K
True Link Financial Advisors, LLC 0.00% New 1,042 $26K
First Community Trust NA 0.02% No change 1,024 $25K
BNP Paribas Financial Markets 0.00% Reduce -100.0% 1,020 $25K
Simplex Trading, LLC 0.00% New 984 $24K
Measured Wealth Private Client Group, LLC 0.01% No change 974 $24K
Ulland Investment Advisors, LLC 0.02% Add +0.5% 971 $24K
SJS Investment Consulting Inc. 0.00% Add +6.0% 962 $24K
Cheviot Value Management, LLC 0.00% No change 876 $22K
Beacon Investment Advisory Services, Inc. 0.00% New 862 $21K
Eastern Bank 0.00% No change 810 $20K
Paladin Advisory Group, LLC 0.02% No change 802 $20K
Your Advocates Ltd., LLP 0.01% No change 786 $19K
Brown, Lisle/Cummings, Inc. 0.00% No change 786 $19K
HM Payson & Co. 0.00% Add +1283.3% 747 $18K
Friedenthal Financial 0.01% Add +0.7% 705 $17K
Financial Connections Group, Inc. 0.01% No change 714 $17K
United Financial Planning Group LLC 0.01% New 678 $17K
CENTRAL TRUST Co 0.00% Reduce -55.2% 677 $17K
Creative Capital Management Investments LLC 0.00% Add +16.4% 669 $17K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 664 $16K
Anfield Capital Management, LLC 0.00% New 641 $16K
Aventus Investment Advisors, Inc. 0.01% No change 638 $16K
Obsidian Cio, LLC 0.01% No change 628 $16K
North Ridge Wealth Advisors, Inc. 0.01% No change 616 $15K
GW&K Investment Management, LLC 0.00% No change 618 $15K
Founders Financial Alliance, LLC 0.00% Add +786.8% 603 $15K
First Command Advisory Services, Inc. 0.00% Reduce -49.4% 602 $15K
Contravisory Investment Management, Inc. 0.00% No change 600 $15K
EFG International AG 0.00% New 600 $15K
Providence Capital Advisors, LLC 0.00% No change 561 $14K
Steigerwald, Gordon & Koch Inc. 0.00% Reduce -7.5% 559 $14K
Godfrey Financial Associates, Inc. 0.01% No change 548 $14K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 538 $13K
Investment Counsel Co. of Nevada 0.03% No change 532 $13K
Coston, McIsaac & Partners 0.00% No change 528 $13K
Private Wealth Management Group, LLC 0.00% No change 506 $13K
Reyes Financial Architecture, Inc. 0.01% New 481 $12K
True Wealth Design, LLC 0.00% New 474 $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% No change 427 $11K
Horrell Capital Management, Inc. 0.00% No change 390 $10K
Wilkerson Advisory Group LLC 0.00% Reduce -28.3% 382 $9K
DiNuzzo Private Wealth, Inc. 0.00% No change 374 $9K
Fortitude Family Office, LLC 0.00% Add +1.1% 370 $9K
West Financial Advisors, LLC 0.00% Add +31.5% 367 $9K
Strive Financial Group ,LLC 0.00% No change 376 $9K
Networth Advisors, LLC 0.01% Reduce -34.3% 358 $9K
Colonial Trust Advisors 0.00% No change 352 $9K
Financial Gravity Asset Management, Inc. 0.00% Add +54.9% 319 $8K
Wolff Wiese Magana LLC 0.00% No change 290 $7K
Archer Investment Corp 0.00% No change 282 $7K
Beacon Financial Strategies CORP 0.00% No change 258 $6K
JNBA Financial Advisors 0.00% Reduce -47.3% 254 $6K
Western Pacific Wealth Management, LP 0.01% No change 246 $6K
Towne Trust Company, N.A 0.00% No change 242 $6K
Aventura Private Wealth, LLC 0.00% No change 240 $6K
Community Bank, N.A. 0.00% New 236 $6K
Quaker Wealth Management, LLC 0.00% No change 231 $6K
TopTier Wealth Management, LLC 0.00% New 230 $6K
Solstein Capital, LLC 0.00% Add +100.0% 220 $5K
Atmos Advisory, LLC 0.00% Reduce -11.6% 214 $5K
DB Fitzpatrick & Co, Inc 0.00% Add +38.6% 212 $5K
Caldwell Sutter Capital, Inc. 0.00% Add +4.6% 204 $5K
Aberdeen Wealth Management LLC 0.00% No change 200 $5K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -2.5% 194 $5K
Blume Capital Management, Inc. 0.00% Reduce -49.4% 180 $4K
WPG Advisers, LLC 0.00% Add +75.0% 175 $4K
MidFirst Bank 0.00% New 165 $4K
Toth Financial Advisory Corp. 0.00% Reduce -50.9% 160 $4K
Salomon & Ludwin, LLC 0.00% Reduce -9.0% 151 $4K
LGT Financial Advisors LLC 0.02% No change 146 $4K
Greykasell Wealth Strategies, Inc. 0.00% No change 138 $3K
Investors Portfolio Services LLC 0.00% Reduce -48.2% 128 $3K
Heritage Wealth Advisors 0.00% No change 123 $3K
Innovative Asset Advisors Group, LLC 0.00% — 100 $2K
Group One Trading LLC 0.00% No change 100 $2K
Tompkins Financial Corp. 0.00% No change 92 $2K
Sankala Group LLC 0.00% New 88 $2K
Portus Wealth Advisors, LLC 0.00% New 74 $2K
Townsend Asset Management Corp. /NC/ 0.00% No change 70 $2K
Prudent Man Investment Management, Inc. 0.00% No change 72 $2K
McGuire Capital Advisors Inc. 0.00% No change 64 $2K
Graney & King, LLC 0.00% No change 63 $2K
Topsail Wealth Management, LLC 0.00% New 60 $1K
Virginia Estate & Retirement Planning Advisors Inc. 0.00% — 41 $1K
New Republic Capital, LLC 0.00% No change 44 $1K
Wagner Wealth Management, LLC 0.00% No change 37 $917
Blueline Advisors LLC 0.00% No change 36 $892
Trust Co 0.00% Add +47.8% 34 $842
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 24 $594
Oakworth Capital, Inc. 0.00% No change 22 $545
Hughes Financial Services, LLC 0.00% No change 10 $248
Walsh & Associates, LLC 0.00% No change 8 $198
Sittner & Nelson, LLC 0.00% No change 6 $149
Transamerica Financial Advisors, LLC 0.00% New 4 $99
Islay Capital Management, LLC 0.00% No change 1 $18
Silver Grove Financial Group, Inc. 0.00% New 1 $13

"% of holder's portfolio" is SCHF's weight in each manager's 13F, not the share of Schwab Intl Equity ETF the manager owns.