Schwab US Large-Cap GrowthSCHGETF
13F holders, Q1 2024 (March 31)1,134holders
4famous investors
$92.10avg. 13F price*
At the end of Q1 2024, 1,134 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings. The largest holders were Financial Engines Advisors L.L.C. ($1.1B), Sei Investments Co. ($842.8M) and Envestnet Asset Management Inc. ($807.0M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab US Large-Cap Growth
- CUSIP
- 808524300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $198.5M |
| Exits | 55 | $84.2M |
Ownership 1,134 holders
| Financial Engines Advisors L.L.C. | 2.37% | Reduce -6.3% | 11,362,537 | $1.1B |
| Sei Investments Co. | 1.24% | Add +0.9% | 9,089,817 | $842.8M |
| Envestnet Asset Management Inc. | 0.30% | Add +9.6% | 8,703,328 | $807.0M |
| Mather Group, Llc. | 11.76% | Reduce -0.4% | 8,984,508 | $745.4M |
| Osaic Holdings, Inc. | 1.02% | Reduce -21.4% | 4,926,478 | $456.8M |
| Avantax Planning Partners, Inc. | 14.40% | Reduce -2.8% | 4,794,139 | $444.5M |
| Mariner, LLC | 0.73% | Add +4.0% | 3,821,628 | $354.3M |
| Raymond James Financial Services Advisors, Inc. | 0.50% | Add +11.8% | 3,600,863 | $333.9M |
| LPL Financial LLC | 0.17% | Add +26.8% | 3,465,600 | $321.3M |
| Ameriprise Financial Inc. | 0.08% | Add +15.6% | 3,137,703 | $290.8M |
| Fund Evaluation Group, LLC | 16.58% | Add +21.1% | 2,857,021 | $264.9M |
| Morgan Stanley | 0.02% | Add +25.4% | 2,380,288 | $220.7M |
| McAdam, LLC | 10.44% | Add +4.7% | 1,757,045 | $162.9M |
| Cwm, LLC | 0.77% | Add +9.8% | 1,705,477 | $158.1M |
| Cetera Investment Advisers | 0.37% | Add +259.4% | 1,696,108 | $157.3M |
| Bank of America Corp. | 0.02% | Add +19.5% | 1,650,546 | $153.0M |
| Fort Pitt Capital Group, LLC | 4.19% | Reduce -25.5% | 1,465,883 | $135.9M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +24.1% | 1,360,930 | $126.2M |
| JPMorgan Chase & Co. | 0.01% | Add +13.0% | 1,320,740 | $122.5M |
| MML Investors Services, LLC | 0.49% | Add +10.8% | 1,279,732 | $118.7M |
| Thrive Wealth Management, LLC | 23.77% | Add +0.1% | 1,240,444 | $115.0M |
| OneDigital Investment Advisors LLC | 1.77% | Add +106.8% | 1,216,087 | $112.8M |
| Moneta Group Investment Advisors LLC | 1.80% | Add +32.8% | 1,190,224 | $110.4M |
| Focus Financial Network, Inc. | 4.94% | — | 1,137,950 | $101.3M |
| HighTower Advisors, LLC | 0.15% | Reduce -1.1% | 995,873 | $92.3M |
| Marquette Asset Management, LLC | 16.00% | Reduce -0.8% | 995,279 | $92.3M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Reduce -1.8% | 901,945 | $83.6M |
| HHM Wealth Advisors, LLC | 13.56% | Reduce -5.1% | 888,384 | $82.4M |
| Financial Advisors, LLC | 16.71% | Reduce -3.7% | 870,657 | $80.7M |
| Commonwealth Equity Services, LLC | 0.13% | Add +3.2% | 865,875 | $80.3M |
| Assetmark, Inc. | 0.26% | Add +4.3% | 852,891 | $79.1M |
| Krilogy Financial LLC | 5.66% | Reduce -2.8% | 795,805 | $73.8M |
| Cerity Partners LLC | 0.19% | Reduce -1.0% | 793,684 | $73.5M |
| Angeles Investment Advisors, LLC | 3.82% | Reduce -57.0% | 775,000 | $71.9M |
| Beacon Pointe Advisors, LLC | 0.80% | Add +5.6% | 772,322 | $71.6M |
| Thrivent Financial for Lutherans | 0.14% | Add +28.8% | 760,608 | $70.5M |
| Envestnet Portfolio Solutions, Inc. | 0.25% | Add +35.1% | 712,400 | $66.1M |
| Charles Schwab Investment Management Inc. | 0.01% | New | 680,540 | $63.1M |
| Legacy Financial Strategies, LLC | 16.15% | Add +2.2% | 675,999 | $62.7M |
| Truist Financial Corp. | 0.09% | Add +4.2% | 662,817 | $61.5M |
| Brio Consultants, LLC | 10.34% | Reduce -8.5% | 661,458 | $61.3M |
| Prime Capital Investment Advisors, LLC | 0.82% | Add +7.5% | 633,163 | $58.7M |
| Stifel Financial Corp. | 0.07% | Add +67.7% | 625,791 | $58.0M |
| United Capital Financial Advisors, LLC | 0.47% | Reduce -2.7% | 612,920 | $56.8M |
| Royal Bank of Canada | 0.01% | Add +10.6% | 611,338 | $56.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.23% | Reduce -2.6% | 582,099 | $54.0M |
| Wells Fargo & Company | 0.01% | Add +2.9% | 566,658 | $52.5M |
| Rainey & Randall Wealth Advisors Inc. | 11.92% | Add +2.5% | 549,855 | $51.0M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +15.5% | 539,438 | $50.0M |
| One Capital Management, LLC | 1.81% | Reduce -1.0% | 537,960 | $49.9M |
| Kestra Advisory Services, LLC | 0.32% | Add +3.5% | 514,616 | $47.7M |
| HRC Wealth Management, LLC | 34.70% | Add +0.8% | 512,157 | $47.5M |
| Dechtman Wealth Management, LLC | 10.97% | Add +7.3% | 507,288 | $47.0M |
| Forte Capital LLC | 5.80% | Add +3.7% | 505,820 | $46.9M |
| Financial Management Professionals, Inc. | 6.89% | Add +2.2% | 503,948 | $46.7M |
| Financial Counselors Inc. | 0.79% | Reduce -8.8% | 502,703 | $46.6M |
| MAI Capital Management | 0.49% | Add +1.5% | 501,738 | $46.5M |
| Kelman-Lazarov, Inc. | 9.09% | Reduce -1.1% | 501,533 | $46.5M |
| Northern Capital Management, Inc. | 32.34% | Add +3.1% | 499,798 | $46.3M |
| Advance Capital Management, Inc. | 3.17% | Add +8500.1% | 492,871 | $45.7M |
| Koshinski Asset Management, Inc. | 4.66% | Add +643.7% | 490,730 | $45.5M |
| Avantax Advisory Services, Inc. | 0.40% | Add +28.7% | 485,942 | $45.1M |
| UBS Group AG | 0.01% | Add +0.4% | 477,409 | $44.3M |
| Nadler Financial Group, Inc. | 5.39% | Add +1.2% | 471,911 | $43.8M |
| Gemmer Asset Management LLC | 5.07% | Reduce -3.2% | 471,156 | $43.7M |
| Burkett Financial Services, LLC | 22.35% | Reduce -3.7% | 467,512 | $43.3M |
| Creative Planning | 0.05% | Reduce -7.9% | 463,842 | $43.0M |
| Cornerstone Wealth Advisors, Inc. | 12.80% | Reduce -0.7% | 448,320 | $41.6M |
| Private Wealth Strategies, L.L.C. | 8.82% | Add +28.0% | 439,605 | $40.8M |
| Clark Capital Management Group, Inc. | 0.30% | Reduce -10.2% | 427,222 | $39.6M |
| HB Wealth Management, LLC | 0.48% | Reduce -1.5% | 409,587 | $38.0M |
| Tradition Wealth Management, LLC | 3.77% | Reduce -45.1% | 401,858 | $37.3M |
| Summit Wealth & Retirement Planning, Inc. | 13.20% | Add +4.8% | 399,398 | $37.0M |
| XML Financial, LLC | 3.78% | Reduce -0.5% | 398,024 | $36.9M |
| Schneider Downs Wealth Management Advisors, LP | 8.31% | Add +3.0% | 388,679 | $36.0M |
| Main Street Financial Solutions, LLC | 3.84% | Reduce -1.2% | 388,020 | $36.0M |
| Stratos Wealth Advisors, LLC | 2.12% | Reduce -18.3% | 385,301 | $35.7M |
| Rollins Financial Advisors, LLC | 6.65% | Add +20.4% | 380,880 | $35.3M |
| Berger Financial Group, Inc | 2.89% | Reduce -2.2% | 378,272 | $35.1M |
| GHP Investment Advisors, Inc. | 1.67% | Add +0.7% | 362,860 | $33.6M |
| Marshall Wace, LLP | 0.06% | Add +304.9% | 361,530 | $33.5M |
| Visionary Wealth Advisors | 2.25% | Add +11.6% | 359,588 | $33.3M |
| Invst, LLC | 3.92% | Add +6.1% | 356,089 | $33.0M |
| World Investment Advisors | 4.61% | Reduce -0.9% | 347,467 | $32.2M |
| Unique Wealth, LLC | 8.82% | Add +5.2% | 337,018 | $31.2M |
| Charles Schwab Trust Co | 2.87% | Add +12.4% | 327,431 | $30.4M |
| Financial Synergies Wealth Advisors, Inc. | 3.95% | Add +0.7% | 324,580 | $30.1M |
| Summit Asset Management, LLC | 3.57% | Add +1.1% | 324,220 | $30.1M |
| Strategic Blueprint, LLC | 2.11% | Add +10.0% | 320,205 | $29.7M |
| Mokosak Advisory Group, LLC | 9.72% | Reduce -10.2% | 317,468 | $29.4M |
| FLC Capital Advisors | 7.37% | Add +1.1% | 314,757 | $29.2M |
| Goepper Burkhardt LLC | 13.36% | Add +2.5% | 308,875 | $28.7M |
| Redhawk Wealth Advisors, Inc. | 4.66% | Add +3177.4% | 308,960 | $28.6M |
| Park Avenue Securities LLC | 0.37% | Add +2.8% | 307,502 | $28.5M |
| Marshall Financial Group Inc. | 9.35% | Reduce -4.2% | 305,896 | $28.4M |
| B&D White Capital Company, LLC | 6.22% | Reduce -0.4% | 301,833 | $28.0M |
| Milestone Investment Advisors LLC | 7.50% | Add +3.1% | 300,117 | $27.8M |
| Provident Wealth Management, LLC | 10.41% | Reduce -1.3% | 299,698 | $27.8M |
| Triton Wealth Management, PLLC | 19.05% | Reduce -1.6% | 307,854 | $27.5M |
| Bleakley Financial Group, LLC | 0.79% | Reduce -3.6% | 293,829 | $27.2M |
| Simplicity Wealth,LLC | 0.65% | New | 293,607 | $27.2M |
| Capital Planning LLC | 8.74% | Add +1.4% | 289,005 | $26.8M |
| Avior Wealth Management, LLC | 1.24% | Reduce -33.4% | 286,696 | $26.6M |
| Curtis Advisory Group, LLC | 10.28% | Reduce -0.2% | 286,394 | $26.6M |
| Prudential Financial Inc. | 0.04% | Add +13.9% | 286,335 | $26.5M |
| Apollon Wealth Management, LLC | 0.83% | Reduce -3.0% | 282,952 | $26.2M |
| Perigon Wealth Management, LLC | 0.79% | Add +1.9% | 279,499 | $25.9M |
| RE Dickinson Investment Advisors, LLC | 16.07% | Add +26.8% | 277,073 | $25.7M |
| Arax Advisory Partners | 2.68% | Reduce -3.4% | 274,190 | $25.4M |
| Garde Capital, Inc. | 1.74% | Reduce -3.9% | 268,248 | $24.9M |
| Modera Wealth Management, LLC | 0.38% | Reduce -6.2% | 266,617 | $24.7M |
| Denver PWM, LLC | 9.29% | Add +32.8% | 262,563 | $24.0M |
| Raymond James & Associates | 0.02% | Add +3.8% | 258,349 | $24.0M |
| Ballast Advisors LLC | 7.99% | Add +2.5% | 255,630 | $23.7M |
| Richardson Capital Management LLC | 19.06% | Add +335205.3% | 251,479 | $23.3M |
| Angeles Wealth Management, LLC | 2.28% | New | 246,083 | $22.8M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -3.9% | 234,984 | $22.8M |
| MinichMacGregor Wealth Management, LLC | 5.71% | Reduce -42.4% | 240,998 | $22.4M |
| Captrust Financial Advisors | 0.08% | Reduce -3.4% | 239,381 | $21.9M |
| ProVise Management Group, LLC | 1.90% | Reduce -14.1% | 236,533 | $21.9M |
| Atria Wealth Solutions, Inc. | 0.25% | Add +17.9% | 235,957 | $21.9M |
| Obsidian Cio, LLC | 5.34% | Add +0.4% | 233,799 | $21.7M |
| CRA Financial Services, LLC | 4.65% | Add +5.3% | 230,773 | $21.4M |
| Visionary Horizons, LLC | 16.60% | Add +6.9% | 232,419 | $21.4M |
| Weaver Capital Management LLC | 6.05% | Reduce -0.8% | 229,210 | $21.3M |
| Harbor Group, Inc. | 5.50% | Reduce -1.3% | 224,828 | $20.8M |
| Ignite Planners, LLC | 5.79% | Add +4.3% | 222,627 | $20.7M |
| IFP Advisors, Inc | 0.90% | Reduce -7.3% | 222,406 | $20.6M |
| Valley National Advisers Inc. | 3.10% | Add +3.2% | 221,361 | $20.5M |
| RKL Wealth Management LLC | 2.02% | Add +6.5% | 220,355 | $20.4M |
| US Bancorp \de | 0.03% | Reduce -7.3% | 214,706 | $19.9M |
| Integrated Wealth Concepts LLC | 0.28% | Reduce -3.5% | 208,824 | $19.4M |
| Aspen Wealth Strategies, LLC | 12.95% | Reduce -6.4% | 202,201 | $18.7M |
| Savant Capital, LLC | 0.21% | Reduce -0.6% | 200,688 | $18.6M |
| WBH Advisory Inc. | 1.91% | Reduce -12.9% | 199,707 | $18.5M |
| Paradigm, Strategies in Wealth Management, LLC | 11.26% | Reduce -0.0% | 196,848 | $18.3M |
| Concourse Financial Group Securities, Inc. | 1.14% | Reduce -4.2% | 190,979 | $17.7M |
| Family Asset Management, LLC | 10.94% | Reduce -5.2% | 188,339 | $17.5M |
| Threadgill Financial, LLC | 7.69% | Add +99.4% | 186,780 | $17.3M |
| B & T Capital Management DBA Alpha Capital Management | 3.37% | Reduce -0.9% | 186,411 | $17.3M |
| Cary Street Partners Investment Advisory LLC | 0.72% | Reduce -8.8% | 183,197 | $17.0M |
| Global Strategic Investment Solutions, LLC | 1.96% | Add +0.1% | 181,161 | $16.8M |
| Souders Financial Advisors | 2.64% | Reduce -5.1% | 180,372 | $16.7M |
| Seneca Financial Advisors LLC | 8.72% | Reduce -1.5% | 176,380 | $16.4M |
| Lowe Brockenbrough & Co. Inc. | 1.09% | Reduce -15.3% | 174,726 | $16.2M |
| SkyOak Wealth, LLC | 3.86% | Reduce -2.3% | 173,982 | $16.1M |
| Sunbelt Securities, Inc. | 1.80% | Reduce -1.0% | 173,974 | $16.1M |
| FRG Family Wealth Advisors LLC | 3.15% | Add +1.6% | 180,527 | $16.1M |
| Ackerman Capital Advisors, LLC | 4.42% | Add +4.2% | 172,549 | $16.0M |
| Ethos Financial Group, LLC | 3.05% | Add +5.6% | 171,736 | $15.9M |
| GeoWealth Management, LLC | 0.60% | Add +43.6% | 167,563 | $15.5M |
| Ally Invest Advisors Inc. | 1.54% | Add +14.8% | 167,013 | $15.5M |
| Lincoln National Corp. | 0.24% | Add +87.1% | 166,374 | $15.4M |
| WealthShield Partners, LLC | 2.39% | Reduce -10.0% | 159,371 | $14.8M |
| Weinberger Asset Management, Inc | 7.10% | Reduce -3.1% | 158,601 | $14.7M |
| Allegheny Financial Group | 4.52% | Add +7.1% | 157,904 | $14.6M |
| Pps&v Asset Management Consultants, Inc. | 10.72% | Reduce -2.3% | 156,900 | $14.5M |
| Lowery Thomas, LLC | 11.04% | Add +10.9% | 155,492 | $14.4M |
| Financial Planning & Information Services, Inc. | 2.16% | Add +3.9% | 155,289 | $14.4M |
| LVW Advisors, LLC | 2.44% | Reduce -11.5% | 155,272 | $14.4M |
| Patriot Financial Group Insurance Agency, LLC | 2.26% | Reduce -14.1% | 153,029 | $14.2M |
| Conning Inc. | 0.48% | Add +50.1% | 152,752 | $14.2M |
| Pegasus Partners Ltd. | 1.50% | Reduce -0.1% | 152,560 | $14.1M |
| Ausdal Financial Partners, Inc. | 1.62% | Add +3.5% | 150,718 | $14.0M |
| Mutual Advisors, LLC | 0.44% | Reduce -6.3% | 146,333 | $13.6M |
| Compound Planning, Inc. | 1.25% | Add +70.1% | 145,611 | $13.5M |
| Martel Wealth Advisors LLC | 2.91% | Reduce -7.8% | 144,527 | $13.4M |
| Systelligence, LLC | 3.49% | Reduce -9.5% | 143,792 | $13.3M |
| Regimen Wealth, LLC | 4.62% | Reduce -11.6% | 143,762 | $13.3M |
| Retirement Guys Formula LLC | 6.48% | Add +13.7% | 143,283 | $13.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 7.96% | Add +12.5% | 143,002 | $13.3M |
| Curbstone Financial Management Corp | 2.85% | Reduce -2.1% | 142,361 | $13.2M |
| Sequoia Financial Advisors, LLC | 0.16% | Add +0.3% | 142,199 | $13.2M |
| Apexium Financial, LP | 1.00% | Add +2.3% | 142,029 | $13.2M |
| AllGen Financial Advisors, Inc. | 5.31% | Reduce -8.0% | 140,770 | $13.1M |
| Sage Financial Group Inc. | 1.17% | Reduce -1.6% | 140,037 | $13.0M |
| LCNB Corp. | 4.68% | Add +3.6% | 139,588 | $12.9M |
| CoreCap Advisors, LLC | 0.68% | Add +14.0% | 139,246 | $12.9M |
| Gill Capital Partners, LLC | 5.20% | Reduce -0.1% | 144,474 | $12.9M |
| BLB&B Advisors, LLC | 0.71% | Add +123.9% | 136,331 | $12.6M |
| Two Sigma Investments, LP | 0.03% | Reduce -14.6% | 135,000 | $12.5M |
| Black Diamond Financial, LLC | 3.36% | No change | 149,661 | $12.4M |
| Schaeffer Financial LLC | 12.34% | Reduce -0.9% | 133,628 | $12.4M |
| Principal Securities, Inc. | 0.38% | Add +3.2% | 131,485 | $12.2M |
| Members Advisory Group LLC | 6.86% | Add +1.1% | 130,572 | $12.1M |
| Rovin Capital /Ut/ | 4.90% | Reduce -6.2% | 128,837 | $11.9M |
| Strategic Planning Group, LLC | 2.98% | New | 128,353 | $11.9M |
| Northeast Financial Group, Inc. | 5.21% | Reduce -10.4% | 126,894 | $11.8M |
| James J. Burns & Company, LLC | 4.09% | Reduce -28.8% | 127,211 | $11.7M |
| Clay Northam Wealth Management, LLC | 9.38% | Add +1.0% | 125,611 | $11.6M |
| Harbour Investments, Inc. | 0.41% | Add +12.6% | 125,281 | $11.6M |
| Peachtree Investment Partners, LLC | 4.69% | Add +10.2% | 125,072 | $11.6M |
| Claro Advisors Inc. | 2.02% | Reduce -18.8% | 125,051 | $11.6M |
| Bogart Wealth, LLC | 0.59% | Reduce -1.6% | 124,451 | $11.5M |
| Stratos Wealth Partners, LTD. | 0.19% | Reduce -12.0% | 124,007 | $11.5M |
| Waverly Advisors, LLC | 0.27% | Add +3819.7% | 123,667 | $11.5M |
| Kaizen Financial Strategies | 7.80% | Add +8.1% | 123,636 | $11.5M |
| Johnson Investment Counsel Inc. | 0.12% | Add +28.8% | 123,556 | $11.5M |
| Paces Ferry Wealth Advisors, LLC | 7.31% | Add +39.9% | 123,160 | $11.4M |
| Broadleaf Partners, LLC | 2.92% | Reduce -2.2% | 123,000 | $11.4M |
| Strategic Family Wealth Counselors, L.L.C. | 4.48% | Add +4.0% | 122,255 | $11.3M |
| Councilor Wealth, LLC | 5.58% | Reduce -11.8% | 120,138 | $11.1M |
| Per Stirling Capital Management, LLC. | 1.85% | Reduce -2.4% | 119,670 | $11.1M |
| Everhart Financial Group, Inc. | 3.22% | Reduce -0.9% | 119,173 | $11.0M |
| Revolve Wealth Partners, LLC | 1.89% | Add +0.5% | 119,012 | $11.0M |
| Win Advisors, Inc. | 4.80% | Add +602.6% | 117,538 | $10.9M |
| Verdence Capital Advisors LLC | 0.98% | Reduce -10.2% | 115,774 | $10.7M |
| Atria Investments, Inc | 0.15% | Add +0.1% | 114,734 | $10.6M |
| Certuity, LLC | 0.94% | Add +45.3% | 114,148 | $10.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.17% | Add +1.3% | 114,002 | $10.6M |
| Christensen, King & Associates Investment Services, Inc. | 5.23% | Add +3.7% | 112,995 | $10.5M |
| YHB Investment Advisors, Inc. | 0.93% | Add +9.7% | 112,892 | $10.5M |
| Focus Partners Advisor Solutions, LLC | 0.30% | Add +1832.7% | 112,889 | $10.5M |
| Almanack Investment Partners, LLC. | 1.75% | Add +25.9% | 110,863 | $10.3M |
| Dagco, Inc. | 4.62% | New | 109,502 | $10.2M |
| Skyline Advisors, Inc. | 4.53% | Reduce -1.2% | 109,274 | $10.1M |
| SeaCrest Wealth Management, LLC | 1.22% | Add +1.8% | 108,027 | $10.0M |
| Noble Family Wealth, LLC | 2.85% | Reduce -12.6% | 108,009 | $10.0M |
| Spreng Capital Management, Inc. | 5.36% | Add +33.2% | 107,315 | $10.0M |
| FAS Wealth Partners, Inc. | 0.87% | Reduce -1.1% | 105,953 | $9.8M |
| Private Advisor Group, LLC | 0.07% | Reduce -34.9% | 105,341 | $9.8M |
| IHT Wealth Management, LLC | 0.38% | Reduce -2.6% | 102,360 | $9.5M |
| Clear Point Advisors Inc. | 7.80% | Add +0.1% | 102,226 | $9.5M |
| Safeguard Financial, LLC | 3.07% | Reduce -13.3% | 101,543 | $9.4M |
| Prosperity Wealth Management, Inc. | 4.46% | Add +0.4% | 101,500 | $9.4M |
| Advisory Services & Investments, LLC | 6.39% | Reduce -8.9% | 99,838 | $9.3M |
| Integrated Advisors Network LLC | 0.47% | Add +2.9% | 99,567 | $9.2M |
| Sigma Planning Corp | 0.29% | Add +204.3% | 98,528 | $9.1M |
| USAdvisors Wealth Management, LLC | 3.45% | Add +6.5% | 98,256 | $9.1M |
| Equitable Holdings, Inc. | 0.10% | Add +2.3% | 97,833 | $9.1M |
| Pacific Wealth Strategies Group, Inc. | 7.49% | Add +2.2% | 96,588 | $9.0M |
| RFG Advisory, LLC | 0.30% | Reduce -6.9% | 95,729 | $8.9M |
| TriaGen Wealth Management LLC | 3.59% | Add +3.5% | 93,235 | $8.6M |
| Prosperitas Financial LLC | 5.51% | Add +2.9% | 92,711 | $8.6M |
| Spectrum Asset Management, Inc. (NB/CA) | 3.65% | Reduce -49.3% | 91,791 | $8.5M |
| Coldstream Capital Management Inc. | 0.22% | Reduce -15.3% | 91,446 | $8.5M |
| Opes Wealth Management LLC | 1.94% | Add +4.4% | 90,792 | $8.4M |
| Sage Financial Management Group, Inc. | 3.97% | Add +10.3% | 90,390 | $8.4M |
| Arbor Trust Wealth Advisors, LLC | 4.60% | Add +1.3% | 91,165 | $8.4M |
| Heritage Wealth Management, Inc. | 8.19% | Reduce -4.7% | 88,914 | $8.2M |
| Shorepoint Capital Partners LLC | 1.99% | Reduce -5.5% | 87,758 | $8.1M |
| Leeward Financial Partners, LLC | 3.43% | Add +7.2% | 87,463 | $8.1M |
| Total Wealth Planning, LLC | 1.39% | Reduce -11.2% | 87,081 | $8.1M |
| DHJJ Financial Advisors, Ltd. | 3.50% | Add +3.4% | 85,206 | $7.9M |
| Sculati Wealth Management, LLC | 3.39% | Reduce -1.0% | 84,484 | $7.8M |
| Ciovacco Capital Management LLC | 5.26% | Add +83.8% | 84,373 | $7.8M |
| Dynamic Advisor Solutions LLC | 0.26% | Add +0.9% | 83,785 | $7.8M |
| Affinity Capital Advisors, LLC | 1.72% | Reduce -0.4% | 83,444 | $7.7M |
| D.A. Davidson & Co. | 0.07% | Add +2.6% | 83,399 | $7.7M |
| Fsa Wealth Partners, Inc. | 1.90% | Reduce -1.8% | 82,459 | $7.6M |
| McCarthy Asset Management, Inc. | 4.69% | Add +0.7% | 82,140 | $7.6M |
| Brookstone Capital Management | 0.13% | Reduce -14.8% | 80,800 | $7.5M |
| Smithbridge Asset Management Inc. | 1.54% | Reduce -0.8% | 80,543 | $7.5M |
| MBA Advisors LLC | 3.79% | Reduce -9.6% | 79,137 | $7.3M |
| Berkshire Asset Management LLC | 0.39% | Add +16.7% | 78,652 | $7.3M |
| Team Financial Group, LLC | 4.86% | Add +238.8% | 77,855 | $7.2M |
| Independent Solutions Wealth Management, LLC | 1.70% | Reduce -0.8% | 77,135 | $7.2M |
| Courage Miller Partners, LLC | 2.47% | Reduce -0.6% | 76,975 | $7.1M |
| Foster Victor Wealth Advisors, LLC | 0.65% | Reduce -9.2% | 76,069 | $7.1M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -7.2% | 75,890 | $7.0M |
| Eudaimonia Partners, LLC | 1.66% | Add +14.3% | 75,395 | $7.0M |
| Cape Investment Advisory, Inc. | 3.25% | Reduce -2.0% | 74,952 | $6.9M |
| Cambridge Financial Group, LLC | 3.23% | Reduce -1.6% | 73,387 | $6.8M |
| TD Private Client Wealth LLC | 0.22% | Add +9.4% | 72,712 | $6.7M |
| Composition Wealth, LLC | 0.17% | Reduce -8.9% | 72,620 | $6.7M |
| Royal Fund Management, LLC | 0.77% | Add +1.9% | 72,439 | $6.7M |
| Mainsail Financial Group, LLC | 4.61% | Add +1.0% | 72,123 | $6.7M |
| Invenio Wealth Partners LLC | 3.58% | Add +136.3% | 71,592 | $6.6M |
| MADDEN SECURITIES Corp | 3.06% | Reduce -13.8% | 71,563 | $6.6M |
| Integrated Investment Consultants, LLC | 1.81% | Reduce -2.4% | 70,933 | $6.6M |
| Kingsview Wealth Management, LLC | 0.16% | Add +14.6% | 70,878 | $6.6M |
| John W. Brooker & Co., CPAs | 3.52% | Add +1.0% | 70,757 | $6.6M |
| Alpha Omega Group, Inc. | 9.16% | New | 70,552 | $6.5M |
| Veery Capital, LLC | 2.67% | Reduce -0.2% | 70,312 | $6.5M |
| Cresset Asset Management, LLC | 0.03% | Add +56.7% | 69,783 | $6.5M |
| Newman Dignan & Sheerar, Inc. | 1.72% | Reduce -0.9% | 69,206 | $6.4M |
| Gleason Group, Inc. | 1.34% | Reduce -6.3% | 68,941 | $6.4M |
| Independent Financial Group, LLC | 0.29% | Reduce -8.5% | 68,815 | $6.4M |
| Fiduciary Alliance LLC | 1.12% | Add +41.6% | 68,607 | $6.4M |
| JMG Financial Group, Ltd. | 0.24% | Reduce -1.8% | 68,341 | $6.3M |
| Pinnacle Family Advisors, LLC | 3.38% | Reduce -24.8% | 68,301 | $6.3M |
| RTD Financial Advisors, Inc. | 0.85% | Reduce -6.5% | 67,848 | $6.3M |
| Mission Wealth Management, LP | 0.17% | Add +904.3% | 67,808 | $6.3M |
| Connectus Wealth, LLC | 0.17% | Add +60.5% | 67,143 | $6.2M |
| Certified Advisory Corp | 0.87% | Add +7.5% | 66,995 | $6.2M |
| FSM Wealth Advisors, LLC | 2.17% | Add +15.8% | 66,041 | $6.1M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.17% | Reduce -10.0% | 65,922 | $6.1M |
| Game Plan Financial Advisors, LLC | 3.52% | Reduce -1.8% | 65,881 | $6.1M |
| Waypoint Capital Advisors, LLC | 1.59% | Reduce -21.1% | 65,394 | $6.1M |
| PFG Advisors | 0.44% | Add +30.7% | 65,307 | $6.1M |
| EWG Elevate Inc. | 2.29% | Reduce -33.0% | 64,839 | $6.0M |
| Cambridge Advisors Inc. | 1.40% | Add +0.6% | 63,846 | $5.9M |
| J.W. Cole Advisors, Inc. | 0.30% | Add +0.9% | 63,763 | $5.9M |
| NewEdge Advisors, LLC | 0.05% | Add +23.9% | 63,387 | $5.9M |
| JFS Wealth Advisors, LLC | 0.47% | Reduce -17.6% | 63,378 | $5.9M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -5.5% | 63,233 | $5.9M |
| OneAscent Wealth Management LLC | 2.25% | Reduce -12.6% | 63,236 | $5.9M |
| Institute for Wealth Management, LLC. | 0.76% | Reduce -1.3% | 62,874 | $5.8M |
| Warner Financial, Inc. | 2.92% | Add +8.8% | 62,864 | $5.8M |
| Cahill Financial Advisors Inc. | 0.79% | Add +16.8% | 62,598 | $5.8M |
| Powers Advisory Group, LLC | 3.26% | Add +3.4% | 61,570 | $5.7M |
| Creative Financial Designs Inc. | 0.54% | Add +11.1% | 61,563 | $5.7M |
| FSC Wealth Advisors, LLC | 4.01% | New | 61,474 | $5.7M |
| Hoylecohen, LLC | 0.43% | Add +7.5% | 60,771 | $5.6M |
| Citigroup Inc. | 0.01% | Add +353.4% | 60,363 | $5.6M |
| Christopher J. Hasenberg, Inc | 2.74% | Add +0.3% | 60,174 | $5.6M |
| Exencial Wealth Advisors, LLC | 0.20% | Add +5.7% | 58,511 | $5.4M |
| Grey Ledge Advisors, LLC | 1.52% | Add +16.4% | 58,217 | $5.4M |
| Benjamin F. Edwards & Company, Inc. | 0.10% | Add +3.4% | 57,683 | $5.3M |
| HC Advisors, LLC | 2.55% | Reduce -5.3% | 57,674 | $5.3M |
| FinDec Wealth Services, Inc. | 3.28% | Reduce -2.0% | 56,232 | $5.2M |
| Chicago Partners Investment Group LLC | 0.22% | Add +17.9% | 58,259 | $5.2M |
| Steele Capital Management, Inc. | 0.30% | Reduce -8.3% | 55,918 | $5.2M |
| Joseph P. Lucia & Associates, LLC | 2.76% | Add +3.0% | 55,511 | $5.1M |
| Von Berge Wealth Management Group, LLC | 3.31% | Add +7.3% | 55,471 | $5.1M |
| Corient Private Wealth LP | 0.01% | Add +0.4% | 55,363 | $5.1M |
| Archford Capital Strategies, LLC | 0.85% | Add +9.9% | 54,789 | $5.1M |
| FMR LLC | 0.00% | Add +20.9% | 54,727 | $5.1M |
| Hengehold Capital Management LLC | 0.54% | Reduce -4.1% | 54,473 | $5.1M |
| Beacon Bridge Wealth Partners, LLC | 2.37% | Add +19.9% | 54,023 | $5.0M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.90% | Add +19.7% | 53,809 | $5.0M |
| AE Wealth Management LLC | 0.06% | Reduce -77.0% | 53,613 | $5.0M |
| Regal Investment Advisors LLC | 0.34% | Add +397.3% | 53,173 | $4.9M |
| Cornerstone Enterprises, LLC | 3.58% | Reduce -44.7% | 52,474 | $4.9M |
| Mayfair Advisory Group, LLC | 3.53% | Add +0.1% | 52,428 | $4.9M |
| Lido Advisors, LLC | 0.04% | Reduce -83.7% | 51,684 | $4.8M |
| Reitz Capital Advisors LLC | 8.58% | No change | 57,457 | $4.8M |
| Petix & Botte Co | 1.17% | New | 50,715 | $4.7M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +285.2% | 50,348 | $4.7M |
| Topel & Distasi Wealth Management, LLC | 2.06% | Reduce -0.9% | 50,255 | $4.7M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Add +2.7% | 49,647 | $4.6M |
| Blair William & Co. | 0.01% | Reduce -2.4% | 48,858 | $4.5M |
| Long Island Wealth Management, Inc. | 3.17% | Reduce -4.8% | 48,483 | $4.5M |
| Eagle Capital Management, LLC | 2.02% | Add +18.4% | 48,471 | $4.5M |
| Bensler, LLC | 0.64% | Reduce -16.6% | 47,966 | $4.4M |
| Smith Anglin Financial, LLC | 0.46% | Add +0.5% | 47,778 | $4.4M |
| Townsquare Capital LLC | 0.06% | Add +3.1% | 47,293 | $4.4M |
| Donaldson Capital Management, LLC | 0.18% | Add +14.4% | 47,156 | $4.4M |
| Kingswood Wealth Advisors, LLC | 0.50% | New | 46,408 | $4.3M |
| Bridge Advisory, LLC | 2.08% | Add +48.5% | 45,260 | $4.2M |
| First National Bank Sioux Falls | 2.28% | Add +6.9% | 45,124 | $4.2M |
| Synovus Financial Corp. | 0.05% | Add +17.6% | 44,973 | $4.2M |
| Schwallier Wealth Management LLC | 3.35% | Reduce -11.4% | 44,880 | $4.2M |
| MSH Capital Advisors LLC | 1.43% | Add +23.6% | 43,827 | $4.1M |
| Columbia Advisory Partners LLC | 4.11% | Add +4.3% | 43,783 | $4.1M |
| Great Valley Advisor Group, Inc. | 0.12% | Reduce -30.0% | 43,703 | $4.1M |
| Leo Wealth, LLC | 0.41% | Add +1.5% | 43,408 | $4.0M |
| Dakota Wealth Management | 0.10% | Add +6.0% | 43,317 | $4.0M |
| Oppenheimer & Co. Inc. | 0.07% | Add +17.4% | 43,295 | $4.0M |
| Buckingham Strategic Wealth, LLC | 0.04% | Reduce -7.0% | 43,271 | $4.0M |
| Werba Rubin Papier Wealth Management | 1.16% | Reduce -0.6% | 43,113 | $4.0M |
| Westbourne Investment Advisors, Inc. | 1.47% | Add +1.4% | 43,106 | $4.0M |
| Liberty Capital Management, Inc. | 0.98% | Add +8.3% | 43,022 | $4.0M |
| Madden Advisory Services, Inc. | 2.09% | Add +0.6% | 42,677 | $4.0M |
| Compass Advisory Group LLC | 1.73% | Reduce -3.3% | 42,289 | $3.9M |
| Foundations Investment Advisors, LLC | 0.10% | Add +575.8% | 41,929 | $3.9M |
| Eudaimonia Advisors LLC | 2.05% | Add +10.5% | 41,548 | $3.9M |
| Wealthspire Retirement, LLC | 0.33% | Reduce -7.2% | 41,381 | $3.8M |
| Chesapeake Wealth Management | 1.39% | Add +5.0% | 41,022 | $3.8M |
| HCR Wealth Advisors | 0.57% | Add +0.3% | 40,888 | $3.8M |
| Ameritas Advisory Services, LLC | 0.16% | Add +83.3% | 41,464 | $3.8M |
| Independent Advisor Alliance | 0.14% | Reduce -1.8% | 40,533 | $3.8M |
| Kohmann Bosshard Financial Services, LLC | 0.52% | Reduce -0.4% | 40,476 | $3.8M |
| Nabity-Jensen Investment Management Inc | 3.08% | Reduce -0.0% | 40,381 | $3.7M |
| Cambridge Capital Management, LLC | 2.92% | Add +5.1% | 40,288 | $3.7M |
| Blue Barn Wealth, LLC | 2.08% | Reduce -8.6% | 40,160 | $3.7M |
| Arcadia Investment Advisors LLC | 2.11% | Reduce -2.8% | 39,847 | $3.7M |
| Gladstone Institutional Advisory LLC | 0.20% | Reduce -2.7% | 39,649 | $3.7M |
| Grant/GrossMendelsohn, LLC | 1.70% | Add +6.1% | 39,492 | $3.7M |
| Dravo Bay LLC | 2.16% | Reduce -4.9% | 39,195 | $3.6M |
| Silverlake Wealth Management LLC | 1.84% | Add +6.9% | 38,977 | $3.6M |
| Strategic Advocates LLC | 1.39% | Reduce -82.3% | 38,961 | $3.6M |
| Imprint Wealth LLC | 0.87% | Add +204.1% | 38,747 | $3.6M |
| Park Place Capital Corp | 1.28% | Add +255.9% | 38,403 | $3.6M |
| Magnus Financial Group LLC | 0.42% | Reduce -7.5% | 38,280 | $3.5M |
| Linscomb Wealth, Inc. | 0.18% | Add +7.2% | 37,570 | $3.5M |
| Aptus Capital Advisors, LLC | 0.07% | Add +694.0% | 37,435 | $3.5M |
| Global Retirement Partners, LLC | 0.13% | Reduce -33.3% | 36,988 | $3.4M |
| First Personal Financial Services | 0.79% | Reduce -6.8% | 36,895 | $3.4M |
| Carnegie Investment Counsel | 0.11% | Add +15.0% | 36,786 | $3.4M |
| Arlington Trust Co LLC | 0.87% | No change | 36,450 | $3.4M |
| D.B. Root & Company, LLC | 1.13% | Add +32.7% | 35,944 | $3.3M |
| Fagan Associates, Inc. | 0.62% | Add +4.3% | 35,904 | $3.3M |
| Panoramic Investment Advisors, LLC | 2.42% | Add +2.8% | 35,385 | $3.3M |
| Asset Dedication, LLC | 0.24% | Reduce -5.7% | 35,246 | $3.3M |
| Embree Financial Group | 0.64% | Reduce -1.7% | 35,187 | $3.3M |
| Choreo, LLC | 0.08% | Add +3.8% | 35,175 | $3.3M |
| Financial Advocates Investment Management | 0.19% | Reduce -37.6% | 36,687 | $3.3M |
| Laidlaw Wealth Management LLC | 1.82% | Reduce -22.8% | 35,104 | $3.3M |
| Csenge Advisory Group | 0.18% | Reduce -3.4% | 34,899 | $3.2M |
| Boyd Wealth Management, LLC | 1.84% | Add +0.1% | 34,824 | $3.2M |
| Broadview Financial Management, LLC | 2.34% | Reduce -8.2% | 34,584 | $3.2M |
| Bigelow Investment Advisors, LLC | 1.57% | Add +0.2% | 34,351 | $3.2M |
| Scissortail Wealth Management, LLC | 0.83% | New | 34,037 | $3.2M |
| Barden Capital Management, Inc. | 3.04% | Reduce -38.9% | 33,891 | $3.1M |
| PFG Investments, LLC | 0.19% | New | 33,552 | $3.1M |
| Consolidated Portfolio Review Corp | 0.81% | Add +0.9% | 33,448 | $3.1M |
| LongView Wealth Management | 1.22% | Add +6.8% | 33,237 | $3.1M |
| Townsend Asset Management Corp. /NC/ | 1.22% | Add +3.1% | 33,184 | $3.1M |
| Founders Financial Securities LLC | 0.32% | Add +15.6% | 32,885 | $3.0M |
| Compass Financial Group, INC | 0.71% | Add +31.1% | 32,865 | $3.0M |
| Brandywine Oak Private Wealth LLC | 0.32% | Add +0.0% | 32,842 | $3.0M |
| Dana Investment Advisors, Inc. | 0.10% | Reduce -11.6% | 32,578 | $3.0M |
| Precision Wealth Strategies, LLC | 2.84% | Add +100.3% | 32,428 | $3.0M |
| Aire Advisors, LLC | 0.68% | Reduce -4.7% | 32,359 | $3.0M |
| Mill Creek Capital Advisors, LLC | 0.08% | Reduce -0.2% | 32,229 | $3.0M |
| CreativeOne Wealth, LLC | 0.12% | Add +909.2% | 32,225 | $3.0M |
| Retirement Planning Group, LLC | 0.23% | Add +1.5% | 32,217 | $3.0M |
| Highland Financial Advisors, LLC | 1.18% | No change | 31,790 | $2.9M |
| Curi Capital, LLC | 0.07% | Add +675.6% | 31,707 | $2.9M |
| Brand Asset Management Group, Inc. | 1.25% | Reduce -1.8% | 31,455 | $2.9M |
| Millennium Capital Advisors, LLC | 2.05% | Add +0.4% | 31,298 | $2.9M |
| Athena Investment Management | 1.73% | Reduce -0.0% | 31,144 | $2.9M |
| Texas Yale Capital Corp. | 0.13% | No change | 31,135 | $2.9M |
| Cooper Financial Group | 0.47% | Add +10.3% | 31,126 | $2.9M |
| Mgo One Seven LLC | 0.15% | Add +11.8% | 30,858 | $2.9M |
| CW Advisors, LLC | 0.05% | Add +0.4% | 30,768 | $2.9M |
| Sprinkle Financial Consultants LLC | 2.43% | Reduce -0.6% | 30,689 | $2.8M |
| GenWealth Group, Inc. | 0.72% | Add +6.1% | 30,629 | $2.8M |
| Guardian Financial Partners, LLC | 1.94% | Add +8.6% | 30,485 | $2.8M |
| Evercore Wealth Management, LLC | 0.04% | Reduce -0.4% | 30,282 | $2.8M |
| Pallas Capital Advisors LLC | 0.12% | Add +2.5% | 29,968 | $2.8M |
| LifePlan Investment Advisors, Inc. | 2.21% | Reduce -11.5% | 29,933 | $2.8M |
| Advisory Services Network, LLC | 0.06% | Reduce -10.2% | 29,739 | $2.8M |
| Burns Matteson Capital Management, LLC | 1.78% | Reduce -8.9% | 29,698 | $2.8M |
| Freedom Investment Management, Inc. | 0.22% | Add +251.4% | 29,326 | $2.7M |
| KPP Advisory Services LLC | 0.75% | New | 29,326 | $2.7M |
| Revisor Wealth Management LLC | 1.23% | Add +162.9% | 31,028 | $2.7M |
| Signaturefd, LLC | 0.06% | Reduce -5.3% | 29,015 | $2.7M |
| Staley Capital Advisers Inc. | 0.13% | No change | 43,170 | $2.7M |
| Heirloom Wealth Management | 0.91% | Add +2.2% | 28,822 | $2.7M |
| Tempus Wealth Planning, LLC | 1.17% | Reduce -0.3% | 28,666 | $2.7M |
| Joseph Group Capital Management | 1.33% | Add +0.1% | 28,635 | $2.7M |
| Advisory Alpha, LLC | 0.11% | Reduce -0.4% | 28,472 | $2.6M |
| Brown Wealth Management, LLC | 1.08% | Reduce -0.7% | 28,268 | $2.6M |
| Silver Oak Securities, Incorporated | 0.40% | Add +19.9% | 28,223 | $2.6M |
| Sentinel Pension Advisors, LLC | 0.56% | Add +1032.5% | 28,210 | $2.6M |
| Insight Advisors, LLC/ PA | 0.51% | Reduce -32.9% | 28,128 | $2.6M |
| Cassaday & Co Wealth Management LLC | 0.08% | Add +0.4% | 28,017 | $2.6M |
| Oxinas Partners, LLC | 1.68% | Reduce -18.8% | 27,948 | $2.6M |
| Allworth Financial LP | 0.02% | Reduce -17.8% | 27,407 | $2.5M |
| Condor Capital Management | 0.25% | Reduce -0.3% | 27,364 | $2.5M |
| Keudell/Morrison Wealth Management | 0.76% | Add +11.0% | 27,180 | $2.5M |
| Perissos Private Wealth Management, LLC | 2.25% | — | 26,752 | $2.5M |
| Acas, LLC | 2.38% | Reduce -3.7% | 26,526 | $2.5M |
| Old Port Advisors | 0.75% | Reduce -10.8% | 26,434 | $2.5M |
| Money Concepts Capital Corp. | 0.22% | Add +8.8% | 26,135 | $2.4M |
| MidAtlantic Capital Management, Inc. | 2.12% | Add +0.0% | 26,026 | $2.4M |
| SVB Wealth LLC | 0.05% | Add +2.6% | 25,690 | $2.4M |
| Focus Partners Wealth | 0.02% | Reduce -6.8% | 25,577 | $2.4M |
| Leavell Investment Management, Inc. | 0.14% | Add +6.1% | 25,423 | $2.4M |
| Alliance Wealth Management Group | 0.69% | No change | 25,352 | $2.4M |
| Towercrest Capital Management | 0.40% | No change | 25,352 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.8% | 25,222 | $2.3M |
| Birchbrook, Inc. | 1.39% | Reduce -4.0% | 25,146 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +9.6% | 24,962 | $2.3M |
| Zimmermann Investment Management & Planning LLC | 0.82% | Add +1.9% | 24,662 | $2.3M |
| Guardian Asset Advisors, LLC | 1.86% | Reduce -23.3% | 24,116 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Add +7.3% | 24,045 | $2.2M |
| Meritage Portfolio Management | 0.14% | Reduce -1.4% | 23,576 | $2.2M |
| Santori & Peters, Inc. | 0.93% | Add +15.6% | 23,244 | $2.2M |
| True Vision MN LLC | 1.51% | Reduce -2.4% | 23,702 | $2.1M |
| FC Advisory LLC | 0.79% | Reduce -2.3% | 23,046 | $2.1M |
| Glass Jacobson Investment Advisors llc | 0.79% | Add +8.6% | 22,717 | $2.1M |
| Idaho Trust Co | 2.02% | New | 22,592 | $2.1M |
| Fingerlakes Wealth Management, Inc. | 2.02% | Add +7.5% | 22,592 | $2.1M |
| Clayton Financial Group LLC | 0.95% | Add +5.3% | 22,465 | $2.1M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +1.6% | 22,279 | $2.1M |
| Smith, Moore & Co. | 0.22% | Add +20.9% | 22,058 | $2.0M |
| Scott Capital Advisors, LLC | 0.62% | Add +1.1% | 21,965 | $2.0M |
| Kades & Cheifetz LLC | 1.30% | Add +17.5% | 21,868 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -61.2% | 21,674 | $2.0M |
| Centaurus Financial, Inc. | 0.14% | Add +7.3% | 21,637 | $2.0M |
| Sage Mountain Advisors LLC | 0.21% | Add +49.4% | 21,581 | $2.0M |
| Snider Financial Group | 0.83% | Reduce -3.0% | 21,465 | $2.0M |
| Bfsg, LLC | 0.26% | Reduce -0.7% | 21,435 | $2.0M |
| Beaumont Financial Advisors, LLC | 0.16% | Reduce -6.7% | 21,396 | $2.0M |
| Transform Wealth, LLC | 0.19% | Reduce -33.3% | 21,326 | $2.0M |
| Macroview Investment Management LLC | 2.16% | Add +103.3% | 20,993 | $1.9M |
| Trek Financial, LLC | 0.15% | Add +338.7% | 20,951 | $1.9M |
| Lodestar Private Asset Management LLC | 0.28% | Add +3.7% | 20,808 | $1.9M |
| Watershed Private Wealth LLC | 0.85% | Reduce -18.5% | 20,657 | $1.9M |
| Crescent Sterling, Ltd. | 1.74% | Add +5.5% | 20,534 | $1.9M |
| Montag & Caldwell, LLC | 0.33% | Add +18.6% | 20,466 | $1.9M |
| Retirement Group, LLC | 0.68% | Add +437.9% | 20,393 | $1.9M |
| Snowden Capital Advisors LLC | 0.06% | New | 20,376 | $1.9M |
| Bristlecone Advisors, LLC | 0.17% | Add +0.1% | 20,376 | $1.9M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Reduce -32.4% | 20,093 | $1.9M |
| Hartline Investment Corp./ | 0.33% | New | 20,088 | $1.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.33% | Add +8.1% | 20,088 | $1.9M |
| GW Henssler & Associates Ltd. | 0.11% | Reduce -2.7% | 20,069 | $1.9M |
| Duncker Streett & Co. Inc. | 0.37% | Reduce -1.5% | 19,955 | $1.9M |
| Cassady Schiller Wealth Management, LLC | 0.83% | Reduce -0.4% | 19,955 | $1.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +115.0% | 19,858 | $1.8M |
| Carmichael Hill & Associates, Inc. | 0.76% | Reduce -2.5% | 19,823 | $1.8M |
| Tenret Co LLC | 1.29% | Reduce -6.9% | 19,655 | $1.8M |
| Betterment LLC | 0.00% | Add +12.4% | 19,497 | $1.8M |
| Reston Wealth Management LLC | 0.73% | Reduce -23.6% | 19,378 | $1.8M |
| Keystone Financial Group | 0.26% | Reduce -5.3% | 19,254 | $1.8M |
| Brass Tax Wealth Management, Inc. | 0.92% | — | 19,132 | $1.8M |
| Petra Financial Advisors Inc. | 1.30% | Reduce -0.2% | 19,512 | $1.8M |
| Orgel Wealth Management, LLC | 0.05% | Add +0.0% | 19,062 | $1.8M |
| Hart & Patterson Financial Group LLC | 0.87% | Reduce -6.6% | 19,027 | $1.8M |
| Kolinsky Wealth Management, LLC | 1.35% | Add +12.3% | 18,989 | $1.8M |
| Cornerstone Wealth Management, LLC | 0.14% | Add +8.6% | 18,887 | $1.8M |
| Cooper/Haims Advisors, LLC | 1.01% | Reduce -4.3% | 18,711 | $1.7M |
| Diversify Advisory Services, LLC | 0.10% | — | 18,596 | $1.7M |
| CVA Family Office, LLC | 0.31% | Add +9.1% | 18,581 | $1.7M |
| True North Advisors, LLC | 0.47% | Reduce -23.5% | 18,383 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -7.4% | 18,230 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -7.4% | 18,230 | $1.7M |
| Aspen Grove Capital, LLC | 0.48% | Reduce -0.0% | 18,156 | $1.7M |
| Prestige Wealth Management Group LLC | 0.36% | Reduce -18.3% | 18,078 | $1.7M |
| Allen Capital Group, LLC | 0.24% | Reduce -7.1% | 18,012 | $1.7M |
| Gsa Capital Partners LLP | 0.13% | Reduce -17.1% | 18,000 | $1.7M |
| Summit Financial, LLC | 0.10% | Reduce -66.3% | 17,773 | $1.6M |
| Private Capital Management LLC | 0.36% | Reduce -1.2% | 17,761 | $1.6M |
| Parkside Financial Bank & Trust | 0.26% | Reduce -1.4% | 17,630 | $1.6M |
| Appleton Partners Inc. | 0.12% | Reduce -2.0% | 17,336 | $1.6M |
| Signet Investment Advisory Group, Inc. | 0.88% | Add +5.9% | 17,313 | $1.6M |
| Summit Financial Wealth Advisors, LLC | 0.32% | Add +6.4% | 17,276 | $1.6M |
| Robinson Smith Wealth Advisors LLC | 1.54% | Add +0.2% | 17,253 | $1.6M |
| Great Waters Wealth Management | 0.26% | Reduce -1.7% | 17,146 | $1.6M |
| Valley Forge Investment Consultants Inc. Adv | 0.62% | Reduce -30.5% | 17,134 | $1.6M |
| Intrua Financial, LLC | 0.24% | Add +344.3% | 16,884 | $1.6M |
| Logan Capital Management Inc. | 0.07% | New | 16,736 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +9.2% | 16,664 | $1.5M |
| Modus Advisors, LLC | 0.57% | Reduce -10.1% | 16,642 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +11.7% | 21,175 | $1.5M |
| RHS Financial, LLC | 0.90% | Add +8.6% | 16,603 | $1.5M |
| Janiczek Wealth Management, LLC | 0.33% | Add +3.1% | 16,598 | $1.5M |
| AdvisorNet Financial, Inc | 0.15% | Reduce -18.0% | 16,350 | $1.5M |
| Guerra Pan Advisors, LLC | 1.40% | Add +5.7% | 16,274 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Reduce -5.2% | 15,343 | $1.4M |
| Comerica Bank | 0.01% | Add +10.9% | 15,333 | $1.4M |
| Herold Advisors, Inc. | 0.34% | Add +7.3% | 15,326 | $1.4M |
| Yelin Lapidot Holdings Management Ltd. | 0.29% | Reduce -28.9% | 15,275 | $1.4M |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 15,131 | $1.4M |
| Clearwater Capital Advisors, LLC | 0.15% | Reduce -9.8% | 15,079 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.15% | Add +0.3% | 14,864 | $1.4M |
| Diversified Trust Co. | 0.04% | Add +0.0% | 14,795 | $1.4M |
| Madison Wealth Partners, Inc | 0.49% | Add +26.8% | 14,675 | $1.4M |
| Bailard, Inc. | 0.04% | No change | 14,653 | $1.4M |
| M Holdings Securities, Inc. | 0.23% | Add +0.6% | 14,489 | $1.3M |
| Segment Wealth Management, LLC | 0.10% | Add +0.9% | 14,478 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -96.1% | 14,410 | $1.3M |
| Ami Investment Management Inc. | 0.48% | Reduce -11.3% | 14,333 | $1.3M |
| HBK Sorce Advisory LLC | 0.05% | Add +2.0% | 14,318 | $1.3M |
| R. W. Roge & Company, Inc. | 0.80% | Reduce -3.2% | 14,247 | $1.3M |
| Marotta Asset Management | 0.27% | Reduce -4.1% | 14,247 | $1.3M |
| Blue Bell Private Wealth Management, LLC | 0.28% | Reduce -26.8% | 14,071 | $1.3M |
| Retirement Income Solutions, Inc. | 0.30% | No change | 14,050 | $1.3M |
| Simon Quick Advisors, LLC | 0.10% | Add +0.0% | 13,885 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 13,702 | $1.3M |
| Schmidt P J Investment Management Inc. | 0.23% | Add +81.6% | 13,435 | $1.2M |
| Saxony Capital Management, LLC | 1.49% | New | 13,359 | $1.2M |
| Destination Wealth Management | 0.04% | Add +65.0% | 13,335 | $1.2M |
| Gray Wealth Management Inc. | 0.55% | Add +6.2% | 13,321 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -26.6% | 13,282 | $1.2M |
| Old National Bancorp | 0.03% | No change | 13,080 | $1.2M |
| FSA Advisors, Inc. | 1.27% | Add +25.7% | 12,819 | $1.2M |
| JFG Wealth Management, LLC | 0.32% | Reduce -18.6% | 12,816 | $1.2M |
| Security National Bank of So Dak | 0.71% | No change | 12,723 | $1.2M |
| Fusion Capital, LLC | 0.54% | Reduce -6.5% | 12,666 | $1.2M |
| Oxford Financial Group, LTD. LLC | 0.08% | No change | 12,595 | $1.2M |
| Indie Asset Partners, LLC | 1.03% | Add +4.2% | 12,475 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.1% | 12,442 | $1.2M |
| Hoese & Co LLP | 1.05% | No change | 12,604 | $1.1M |
| JBR Co Financial Management Inc | 0.91% | Reduce -10.5% | 12,323 | $1.1M |
| Castle Wealth Management LLC | 0.60% | Reduce -2.3% | 12,299 | $1.1M |
| Nwam LLC | 0.09% | Reduce -29.6% | 12,231 | $1.1M |
| Q3 Asset Management | 0.32% | Reduce -89.6% | 12,075 | $1.1M |
| Fifth Third Securities, Inc. | 0.11% | Reduce -12.1% | 11,930 | $1.1M |
| BCS Wealth Management | 0.35% | Add +0.1% | 11,921 | $1.1M |
| Keel Point, LLC | 0.11% | Add +42.8% | 11,873 | $1.1M |
| Cozad Asset Management Inc. | 0.11% | Add +1.6% | 11,810 | $1.1M |
| Cedar Wealth Management, LLC | 0.35% | Add +9.3% | 11,467 | $1.1M |
| Sovereign Financial Group, Inc. | 0.28% | Add +0.4% | 11,463 | $1.1M |
| Plancorp, LLC | 0.05% | Add +0.0% | 11,427 | $1.1M |
| My Legacy Advisors, LLC | 0.35% | Reduce -3.2% | 11,376 | $1.1M |
| Whitaker-Myers Wealth Managers, LTD. | 0.44% | Add +21.1% | 11,367 | $1.1M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Add +53.1% | 11,306 | $1.0M |
| HTLF Bank | 0.12% | Add +366.9% | 11,258 | $1.0M |
| Valeo Financial Advisors, LLC | 0.04% | Add +7.1% | 11,674 | $1.0M |
| Ancora Advisors LLC | 0.02% | Add +7.4% | 11,207 | $1.0M |
| Halpern Financial, Inc. | 0.30% | No change | 11,100 | $1.0M |
| Keebeck Wealth Management | 0.15% | Reduce -3.0% | 11,014 | $1.0M |
| Islay Capital Management, LLC | 0.76% | Reduce -8.4% | 10,938 | $1.0M |
| Jentner Corp | 0.36% | Reduce -0.6% | 10,936 | $1.0M |
| Waterloo Capital, L.P. | 0.13% | Reduce -4.5% | 10,910 | $1.0M |
| TrueWealth Advisors, LLC | 0.39% | Add +0.0% | 10,882 | $1.0M |
| UMB Bank, n.a. | 0.02% | No change | 10,789 | $1.0M |
| New Hampshire Trust | 0.23% | Reduce -3.3% | 10,749 | $997K |
| StoneX Group Inc. | 0.09% | Add +3.9% | 10,729 | $995K |
| Arthur M. Cohen & Associates, LLC | 0.21% | Add +15.3% | 10,670 | $989K |
| Cornerstone Wealth Group, LLC | 0.09% | New | 10,633 | $986K |
| Gilbert & Cook, Inc. | 0.13% | Add +1.9% | 10,613 | $984K |
| Raymond James Trust N.A. | 0.02% | Add +2.5% | 10,576 | $981K |
| Investors Research Corp | 0.23% | Add +4.7% | 10,561 | $979K |
| Accredited Investors Inc. | 0.06% | No change | 10,527 | $976K |
| Cutter & CO Brokerage, Inc. | 0.24% | Add +0.1% | 10,505 | $974K |
| Brown Advisory Inc. | 0.00% | Add +2.4% | 10,447 | $969K |
| RDA Financial Network | 0.33% | Reduce -8.2% | 10,312 | $956K |
| Apriem Advisors | 0.12% | No change | 10,278 | $953K |
| Commerce Bank | 0.01% | Add +16.9% | 10,168 | $943K |
| Basepoint Wealth LLC | 0.71% | New | 10,162 | $942K |
| Kiley Juergens Wealth Management, LLC | 0.29% | Reduce -0.9% | 10,108 | $937K |
| Burt Wealth Advisors | 0.24% | Reduce -0.6% | 10,033 | $930K |
| SYM FINANCIAL Corp | 0.15% | Reduce -52.9% | 10,031 | $930K |
| Summit Financial Strategies, Inc. | 0.13% | Reduce -1.0% | 9,945 | $922K |
| Kathmere Capital Management, LLC | 0.11% | Reduce -0.9% | 9,945 | $922K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.8% | 9,865 | $915K |
| Roffman Miller Associates Inc. | 0.06% | Reduce -3.9% | 9,619 | $892K |
| Asset Management Group, Inc. | 0.14% | Add +0.1% | 9,607 | $891K |
| Hilltop Wealth Advisors, LLC | 0.45% | Reduce -4.9% | 9,560 | $886K |
| Roof Eidam Maycock Peralta, LLC | 0.24% | No change | 9,560 | $886K |
| Sunburst Financial Group, LLC | 0.25% | Reduce -1.1% | 9,478 | $880K |
| Aprio Wealth Management, LLC | 0.17% | Add +1.8% | 9,458 | $877K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.1% | 9,430 | $874K |
| Florida Trust Wealth Management Co | 0.03% | Add +165.3% | 9,427 | $874K |
| Cynosure Group, LLC | 0.16% | Add +19.2% | 9,391 | $871K |
| NWF Advisory Services Inc. | 0.15% | Add +1.0% | 9,382 | $870K |
| GS Investments, Inc. | 0.42% | Add +0.8% | 9,371 | $869K |
| Woodmont Investment Counsel LLC | 0.07% | Add +4.0% | 9,296 | $862K |
| SignalPoint Asset Management, LLC | 0.24% | Reduce -1.6% | 9,267 | $859K |
| SpiderRock Advisors, LLC | 0.03% | — | 9,352 | $857K |
| Gratus Capital, LLC | 0.04% | Add +0.1% | 9,210 | $854K |
| Acorn Wealth Advisors, LLC | 0.43% | Add +41.8% | 8,989 | $833K |
| Sabal Trust CO | 0.05% | No change | 8,961 | $831K |
| James Investment Research, Inc. | 0.10% | Add +8.4% | 8,813 | $817K |
| Wealth Architects, LLC | 0.11% | Reduce -2.6% | 8,793 | $815K |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 8,786 | $815K |
| Headinvest, LLC | 0.16% | Add +7.3% | 8,761 | $812K |
| AQR Capital Management | 0.00% | Add +38.0% | 8,718 | $808K |
| Resurgent Financial Advisors LLC | 0.43% | Add +7.0% | 8,717 | $808K |
| NewEdge Wealth, LLC | 0.02% | New | 8,985 | $808K |
| Kelleher Financial Advisors | 0.33% | No change | 8,680 | $805K |
| Missouri Trust & Investment Co | 0.31% | No change | 8,672 | $804K |
| Essex LLC | 0.18% | Reduce -4.7% | 8,661 | $803K |
| Bank of Montreal | 0.00% | Add +78.5% | 8,537 | $793K |
| Windsor Advisory Group, LLC | 2.23% | No change | 8,546 | $792K |
| Financial Life Advisors | 0.33% | Reduce -0.1% | 8,507 | $789K |
| Colton Groome Financial Advisors, LLC | 0.32% | Reduce -15.0% | 8,498 | $788K |
| Jones Financial Companies LLLP | 0.00% | Add +227.9% | 8,467 | $785K |
| Geneos Wealth Management Inc. | 0.04% | Add +0.2% | 8,340 | $773K |
| Madison Park Capital Advisors, LLC | 0.67% | Add +9.1% | 8,296 | $769K |
| Baird Financial Group, Inc. | 0.00% | Reduce -41.5% | 8,286 | $768K |
| Pathstone Holdings, LLC | 0.00% | Add +18.6% | 8,266 | $766K |
| AlphaCore Capital LLC | 0.20% | Add +0.1% | 8,244 | $764K |
| Legend Financial Advisors, Inc. | 0.55% | No change | 8,199 | $760K |
| ARK & TLK Investments, LLC | 0.30% | No change | 8,174 | $758K |
| CIC Wealth, LLC | 0.22% | Reduce -0.2% | 8,170 | $758K |
| SevenBridge Financial Group, LLC | 0.17% | Add +13.5% | 8,269 | $756K |
| Fortis Group Advisors, LLC | 0.14% | New | 8,125 | $753K |
| Cedar Brook Financial Partners, LLC | 0.15% | Add +0.9% | 8,079 | $749K |
| Colorado Capital Management, Inc. | 0.43% | New | 8,083 | $749K |
| Capital Square, LLC | 0.53% | New | 8,067 | $748K |
| Thoroughbred Financial Services, LLC | 0.07% | Add +13.4% | 8,059 | $747K |
| Wolverine Trading, LLC | 0.01% | Reduce -85.5% | 8,047 | $746K |
| LGT Financial Advisors LLC | 0.86% | Reduce -10.1% | 8,013 | $743K |
| Abound Wealth Management | 0.28% | Add +4.0% | 7,957 | $738K |
| KCM Investment Advisors LLC | 0.03% | Reduce -6.8% | 7,956 | $738K |
| Semus Wealth Partners LLC | 0.62% | Reduce -69.4% | 7,943 | $736K |
| Alpha Omega Wealth Management LLC | 0.14% | Reduce -3.0% | 7,940 | $736K |
| Jane Street Group, LLC | 0.00% | New | 7,932 | $735K |
| Merit Financial Group, LLC | 0.02% | Add +46.1% | 8,040 | $735K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -14.2% | 7,902 | $733K |
| Aurora Private Wealth, Inc. | 0.63% | Add +57.9% | 7,884 | $732K |
| Fortitude Advisory Group L.L.C. | 0.41% | Add +5.5% | 7,883 | $731K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -6.0% | 7,850 | $728K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -2.1% | 7,844 | $727K |
| Midwest Financial Group LLC | 0.49% | Add +7.4% | 7,812 | $724K |
| Altfest L J & Co. Inc. | 0.10% | Reduce -2.3% | 7,447 | $691K |
| Financial Sense Advisors, Inc. | 0.24% | Add +58.0% | 7,432 | $689K |
| Cary Street Partners Asset Management LLC | 0.11% | Add +74.4% | 7,426 | $689K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -31.7% | 7,419 | $688K |
| Granite Bay Wealth Management, LLC | 0.39% | Reduce -98.8% | 7,353 | $682K |
| CGN Advisors LLC | 0.09% | Add +12.2% | 7,344 | $681K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 7,328 | $679K |
| Redwood Financial Network Corp | 0.59% | Add +60.1% | 7,310 | $678K |
| Oarsman Capital, Inc. | 0.16% | Reduce -25.6% | 7,266 | $674K |
| Parallel Advisors, LLC | 0.02% | Add +0.9% | 7,254 | $673K |
| NorthStar Asset Management LLC | 0.51% | Reduce -0.9% | 7,245 | $672K |
| Clarity Capital Advisors, LLC | 0.53% | Add +0.1% | 7,228 | $670K |
| Clear Investment Research, LLC | 0.90% | Reduce -0.5% | 7,216 | $669K |
| Lederer & Associates Investment Counsel | 0.46% | Reduce -8.4% | 7,180 | $666K |
| Strategic Financial Concepts, LLC | 0.16% | New | 7,152 | $663K |
| Adero Partners, LLC | 0.05% | Add +0.1% | 7,140 | $662K |
| Fortune Financial Advisors, LLC | 0.42% | New | 7,118 | $660K |
| Element Wealth, LLC | 0.38% | No change | 7,079 | $656K |
| Spire Wealth Management | 0.01% | Add +4.9% | 7,058 | $654K |
| Lutz Financial Services LLC | 0.06% | No change | 7,019 | $651K |
| Smart Portfolios, LLC | 0.69% | New | 7,010 | $650K |
| Integrity Financial Corp | 0.44% | Add +6.6% | 6,991 | $648K |
| Twelve Points Wealth Management LLC | 0.24% | No change | 6,978 | $647K |
| Goldstein Advisors, LLC | 0.11% | Add +0.5% | 6,954 | $645K |
| LifeSteps Financial, Inc. | 0.49% | Reduce -10.1% | 6,930 | $643K |
| Associated Banc-Corp | 0.02% | Add +2.0% | 6,921 | $642K |
| Banque Cantonale Vaudoise | 0.02% | Add +11.4% | 6,784 | $629K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -2.3% | 6,772 | $628K |
| NorthCoast Asset Management LLC | 0.01% | Add +0.1% | 6,738 | $625K |
| Wescott Financial Advisory Group, LLC | 0.08% | Add +3.1% | 6,706 | $622K |
| Renaissance Technologies | 0.00% | Reduce -65.8% | 6,700 | $621K |
| Northwest Capital Management Inc | 0.20% | Add +0.1% | 6,639 | $616K |
| L. Roy Papp & Associates, LLP | 0.07% | Reduce -6.9% | 6,563 | $609K |
| HRT Financial LP | 0.00% | Add +1.8% | 6,545 | $606K |
| Carolinas Wealth Consulting LLC | 0.12% | Reduce -4.2% | 6,465 | $599K |
| NBT Bank, N.A. | 0.04% | Reduce -28.7% | 6,402 | $594K |
| Capital Advisors Wealth Management, LLC | 0.12% | Add +3.9% | 6,383 | $592K |
| Front Row Advisors LLC | 0.22% | Add +2.2% | 6,382 | $592K |
| Total Investment Management Inc. | 0.07% | Add +5.7% | 6,380 | $592K |
| Dumont & Blake Investment Advisors LLC | 0.17% | Add +113.0% | 6,351 | $589K |
| Whitener Capital Management, Inc. | 0.19% | Add +1.8% | 6,351 | $589K |
| TCI Wealth Advisors, Inc. | 0.06% | No change | 6,343 | $588K |
| T. Rowe Price Associates Inc. | 0.00% | New | 6,321 | $587K |
| Crescent Grove Advisors, LLC | 0.06% | Reduce -15.4% | 6,331 | $587K |
| Ruggaard & Associates LLC | 0.28% | No change | 6,320 | $586K |
| Owen LaRue, LLC | 0.37% | Reduce -16.6% | 6,294 | $584K |
| Capital Insight Partners, LLC | 0.11% | Reduce -8.7% | 6,238 | $578K |
| REDW Wealth LLC | 0.16% | Reduce -9.9% | 6,235 | $578K |
| Ogorek Anthony Joseph /NY/ | 0.20% | Add +0.1% | 6,171 | $572K |
| Capital Advisors Inc. | 0.01% | Add +45.5% | 6,111 | $567K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -17.1% | 6,079 | $564K |
| Delta Financial Group, Inc. | 0.17% | Add +12.2% | 6,065 | $562K |
| Fisher Asset Management | 0.00% | Add +12.4% | 6,016 | $558K |
| Emprise Bank | 0.37% | — | 5,990 | $555K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.6% | 5,939 | $551K |
| Tactive Advisors, LLC | 0.29% | New | 5,903 | $547K |
| Soltis Investment Advisors LLC | 0.06% | Reduce -1.7% | 5,900 | $547K |
| Pinnacle Financial Partners Inc | 0.01% | Add +6.5% | 5,868 | $544K |
| Beam Wealth Advisors, Inc. | 0.33% | Add +0.2% | 5,841 | $542K |
| Blackhawk Capital Partners, LLC | 0.34% | Reduce -8.1% | 5,831 | $541K |
| 1832 Asset Management L.P. | 0.00% | Add +18.0% | 5,830 | $541K |
| Facet Wealth, Inc. | 0.02% | Add +1.1% | 5,806 | $538K |
| Lakeridge Wealth Management LLC | 0.35% | Add +2.3% | 5,775 | $535K |
| International Assets Investment Management, LLC | 0.06% | Reduce -2.5% | 5,682 | $527K |
| Wedmont Private Capital | 0.04% | Reduce -17.3% | 5,673 | $525K |
| Legacy Edge Advisors, LLC | 0.11% | New | 5,658 | $525K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +0.1% | 5,648 | $524K |
| MBE Wealth Management, LLC | 0.32% | Reduce -3.8% | 5,647 | $524K |
| Planning Capital Management Corp | 0.38% | Reduce -0.8% | 5,629 | $522K |
| Evensky & Katz LLC | 0.04% | Reduce -1.2% | 5,624 | $521K |
| Avity Investment Management Inc. | 0.04% | Add +0.4% | 5,617 | $521K |
| Beacon Financial Group | 0.06% | No change | 5,566 | $516K |
| Greenwood Gearhart LLC | 0.05% | Add +0.6% | 5,547 | $514K |
| D L Carlson Investment Group Inc. | 0.10% | Reduce -12.0% | 5,533 | $513K |
| Synergy Financial Group, LTD | 0.57% | Reduce -0.8% | 5,499 | $510K |
| SOL Capital Management CO | 0.06% | No change | 5,485 | $509K |
| Aspire Wealth Management Corp | 0.31% | No change | 5,488 | $509K |
| First Western Trust Bank | 0.02% | No change | 5,481 | $508K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -28.1% | 5,473 | $507K |
| United Advisor Group, LLC | 0.19% | New | 5,457 | $506K |
| RBA Wealth Management, LLC | 0.20% | Add +2.0% | 5,425 | $503K |
| Ritholtz Wealth Management | 0.02% | Add +17.6% | 5,418 | $502K |
| OMC Financial Services LTD | 0.26% | — | 5,410 | $502K |
| Arkadios Wealth Advisors | 0.04% | Reduce -5.2% | 5,407 | $501K |
| Alaska Permanent Capital Management, LLC | 0.04% | Reduce -56.5% | 5,399 | $501K |
| Scotia Capital Inc. | 0.00% | Reduce -1.6% | 5,377 | $499K |
| Cabot Wealth Management Inc. | 0.07% | Reduce -5.5% | 5,367 | $498K |
| Pennsylvania Capital Management Inc. | 0.21% | Add +0.6% | 5,359 | $497K |
| Burney Co./ | 0.02% | Reduce -6.5% | 5,355 | $497K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 5,326 | $494K |
| West Branch Capital LLC | 0.20% | New | 5,318 | $493K |
| WMG Financial Advisors, LLC | 0.28% | New | 5,302 | $492K |
| &partners | 0.07% | New | 5,291 | $491K |
| SRH Advisors, LLC | 0.16% | Reduce -7.0% | 5,290 | $490K |
| Econ Financial Services Corp | 0.30% | Reduce -4.3% | 5,274 | $489K |
| Ergawealth Advisors, Inc. | 0.26% | New | 5,202 | $482K |
| Insight Wealth Partners, LLC | 0.31% | New | 5,179 | $480K |
| TFB Advisors LLC | 0.17% | New | 5,406 | $480K |
| Moneco Advisors, LLC | 0.08% | Reduce -3.8% | 5,148 | $477K |
| Pinion Investment Advisors, LLC | 0.25% | Add +112.8% | 5,142 | $477K |
| Valmark Advisers, Inc. | 0.01% | Add +25.4% | 5,132 | $476K |
| Fiduciary Family Office, LLC | 0.19% | New | 5,124 | $475K |
| Financial Consulate, Inc. | 0.14% | Add +7.4% | 5,088 | $472K |
| WealthTrust Asset Management, LLC | 0.36% | Reduce -5.0% | 5,069 | $470K |
| Gallacher Capital Management LLC | 0.24% | Reduce -18.9% | 5,064 | $470K |
| Westmount Partners, LLC | 0.17% | Reduce -0.3% | 5,022 | $466K |
| NWK Group, Inc. | 0.22% | Reduce -0.4% | 5,001 | $464K |
| Boyce & Associates Wealth Consulting, Inc. | 0.59% | Reduce -0.1% | 4,971 | $461K |
| NorthRock Partners, LLC | 0.02% | Reduce -12.3% | 4,964 | $460K |
| Advisor OS, LLC | 0.05% | Reduce -29.3% | 4,952 | $459K |
| Everett Harris & Co. | 0.01% | Add +14.2% | 4,950 | $459K |
| Stonebrook Private Inc. | 0.13% | Add +6.7% | 4,935 | $458K |
| Klingman & Associates, LLC | 0.03% | Reduce -12.4% | 4,932 | $457K |
| Bond & Devick Financial Network, Inc. | 0.25% | No change | 4,930 | $457K |
| Callan Capital, LLC | 0.04% | Add +1.1% | 4,920 | $456K |
| Lantern Wealth Advisors, LLC | 0.32% | New | 4,908 | $455K |
| Atlas Financial Advisors, Inc. | 0.70% | Reduce -3.1% | 4,880 | $452K |
| Tranquility Partners, LLC | 0.17% | Reduce -5.0% | 4,870 | $452K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +51.1% | 4,860 | $451K |
| IVC Wealth Advisors LLC | 0.26% | Reduce -3.3% | 4,844 | $449K |
| WealthCare Investment Partners, LLC | 0.22% | Add +6.4% | 4,843 | $449K |
| North Star Asset Management Inc. | 0.02% | Reduce -6.7% | 4,813 | $446K |
| Pathway Financial Advisors LLC | 0.12% | No change | 4,795 | $445K |
| Roundview Capital LLC | 0.04% | Reduce -0.1% | 4,791 | $444K |
| SMART Wealth LLC | 0.20% | Reduce -1.1% | 4,775 | $443K |
| Ieq Capital, LLC | 0.01% | Add +0.1% | 4,763 | $442K |
| Hamilton Capital, LLC | 0.03% | No change | 4,760 | $441K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.33% | No change | 4,756 | $441K |
| Smith Chas P & Associates Pa Cpas | 0.03% | No change | 4,756 | $441K |
| Valicenti Advisory Services Inc. | 0.12% | Add +0.0% | 4,714 | $437K |
| Prospera Financial Services Inc | 0.01% | Add +21.9% | 4,687 | $435K |
| Belpointe Asset Management LLC | 0.03% | Reduce -2.4% | 4,660 | $432K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -29.6% | 4,610 | $427K |
| Marcum Wealth, LLC | 0.04% | Add +0.9% | 4,588 | $425K |
| Members Trust Co | 0.01% | No change | 4,573 | $424K |
| Alpha Financial Advisors, LLC | 0.20% | No change | 4,572 | $424K |
| Good Life Advisors, LLC | 0.04% | Reduce -0.5% | 4,559 | $423K |
| Tiller Private Wealth, Inc. | 0.19% | No change | 4,530 | $420K |
| Princeton Global Asset Management LLC | 0.10% | No change | 4,525 | $420K |
| Glenview Trust Co | 0.01% | Reduce -2.0% | 4,431 | $411K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.1% | 4,428 | $411K |
| Wealth Group, Ltd. | 0.31% | — | 4,402 | $408K |
| Sachetta, LLC | 0.19% | No change | 4,913 | $408K |
| Moneywise, Inc. | 0.22% | Add +0.1% | 4,303 | $399K |
| KFA Private Wealth Group, LLC | 0.12% | New | 4,282 | $397K |
| Ironwood Financial, llc | 0.09% | Reduce -0.2% | 4,274 | $396K |
| Global Assets Advisory, LLC | 0.24% | New | 4,256 | $395K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.1% | 4,254 | $394K |
| HUB Investment Partners, LLC | 0.02% | Add +4.7% | 4,239 | $393K |
| Zacks Investment Management | 0.00% | Reduce -0.5% | 4,202 | $390K |
| ICA Group Wealth Management, LLC | 0.08% | Add +0.4% | 4,188 | $388K |
| Geometric Wealth Advisors | 0.09% | No change | 4,172 | $387K |
| Hutchens & Kramer Investment Management Group, LLC | 0.23% | Reduce -0.7% | 4,145 | $385K |
| Freestone Capital Holdings, LLC | 0.01% | New | 4,123 | $382K |
| Hazlett, Burt & Watson, Inc. | 0.23% | Add +0.1% | 4,101 | $381K |
| Keybank National Association | 0.00% | Reduce -61.0% | 4,050 | $376K |
| Fairman Group, LLC | 0.35% | Reduce -7.8% | 4,049 | $375K |
| Glassman Wealth Services | 0.08% | Add +0.5% | 4,026 | $373K |
| G2 Capital Management, LLC / Oh | 0.12% | No change | 4,023 | $373K |
| Savvy Advisors, Inc. | 0.21% | Reduce -47.9% | 4,023 | $373K |
| Lantz Financial LLC | 0.12% | Reduce -2.5% | 4,013 | $372K |
| American Financial & Tax Strategies Inc. | 0.20% | Reduce -96.5% | 3,960 | $367K |
| Finer Wealth Management, Inc. | 0.24% | Reduce -8.8% | 3,957 | $367K |
| Affiance Financial, LLC | 0.10% | No change | 3,953 | $367K |
| Accurate Wealth Management, LLC | 0.11% | Reduce -6.2% | 4,209 | $366K |
| Sharkey, Howes & Javer | 0.06% | No change | 3,948 | $366K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +131.8% | 3,934 | $365K |
| Charles Schwab Investment Advisory, Inc. | 0.00% | Reduce -3.0% | 3,865 | $358K |
| Evergreen Capital Management LLC | 0.01% | Add +8.2% | 3,838 | $356K |
| American Financial Advisors, LLC | 0.05% | Add +33.9% | 3,820 | $354K |
| Smith Salley Wealth Management | 0.03% | Reduce -6.5% | 3,813 | $354K |
| Arkos Global Advisors | 0.06% | No change | 3,800 | $352K |
| Penobscot Wealth Management | 0.22% | New | 3,786 | $351K |
| Omega Financial Group, LLC | 0.14% | Reduce -1.2% | 3,777 | $350K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 3,754 | $348K |
| Prosperity Consulting Group, LLC | 0.04% | New | 3,751 | $348K |
| Annex Advisory Services, LLC | 0.01% | Add +3.7% | 3,745 | $347K |
| Chartist Inc. | 0.18% | No change | 4,799 | $345K |
| FirstPurpose Wealth LLC | 0.12% | Add +41.6% | 3,744 | $344K |
| New Insight Wealth Advisors | 0.21% | Add +37.7% | 3,668 | $340K |
| Wealth Management Resources, Inc. | 0.10% | Reduce -3.4% | 3,661 | $339K |
| Delta Asset Management LLC | 0.03% | No change | 3,650 | $338K |
| Focused Wealth Management, Inc | 0.05% | Add +0.3% | 3,648 | $338K |
| Access Financial Services, Inc. | 0.15% | No change | 3,620 | $336K |
| White Lighthouse Investment Management Inc. | 0.07% | Reduce -8.3% | 3,612 | $335K |
| Wealthspan Partners, LLC | 0.20% | New | 3,606 | $334K |
| Hohimer Wealth Management, LLC | 0.08% | No change | 3,600 | $334K |
| Larson Financial Group LLC | 0.03% | Add +142.9% | 3,593 | $333K |
| CPC Advisors, LLC | 0.06% | Reduce -2.8% | 3,585 | $332K |
| American Money Management, LLC | 0.07% | Reduce -10.5% | 3,584 | $332K |
| Secure Asset Management, LLC | 0.08% | New | 3,579 | $332K |
| Verity & Verity, LLC | 0.04% | New | 3,576 | $332K |
| Diversified Investment Strategies, LLC | 0.22% | Reduce -5.6% | 3,561 | $330K |
| Vectors Research Management, LLC | 0.09% | Reduce -11.9% | 3,525 | $327K |
| Courier Capital LLC | 0.02% | Reduce -11.9% | 3,525 | $327K |
| Ahl Investment Management, Inc. | 0.25% | No change | 3,510 | $325K |
| LaFleur & Godfrey LLC | 0.05% | Reduce -0.4% | 3,500 | $325K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -37.5% | 3,493 | $324K |
| CX Institutional | 0.02% | Reduce -80.0% | 3,478 | $322K |
| Fortis Advisors, LLC | 0.22% | Add +16.6% | 3,464 | $321K |
| Independent Wealth Network Inc. | 0.15% | Add +29.6% | 3,462 | $321K |
| SOA Wealth Advisors, LLC. | 0.07% | Add +0.1% | 3,431 | $318K |
| Pursue Wealth Partners LLC | 0.19% | No change | 3,430 | $318K |
| Empower Advisory Group, LLC | 0.00% | Reduce -5.0% | 3,428 | $318K |
| Flagship Private Wealth, LLC | 0.20% | Reduce -14.9% | 3,419 | $317K |
| Seneca House Advisors | 0.14% | Reduce -4.0% | 3,381 | $314K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -0.1% | 3,378 | $313K |
| Baker Tilly Wealth Management, LLC | 0.06% | No change | 3,374 | $313K |
| BIP Wealth, LLC | 0.02% | Reduce -16.3% | 3,370 | $312K |
| RIA Advisory Group LLC | 0.13% | Reduce -86.8% | 3,354 | $311K |
| Waterfront Wealth Inc. | 0.09% | No change | 3,460 | $311K |
| Hoey Investments, Inc. | 0.07% | Reduce -19.4% | 3,345 | $310K |
| Coordinated Financial Services, Inc. | 0.27% | — | 3,338 | $310K |
| Truepoint, Inc. | 0.01% | Reduce -1.2% | 3,305 | $306K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +7.1% | 3,304 | $306K |
| SageView Advisory Group, LLC | 0.02% | Reduce -18.0% | 10,961 | $304K |
| AMG National Trust Bank | 0.01% | No change | 3,276 | $304K |
| Fort Sheridan Advisors LLC | 0.06% | Add +23.6% | 3,237 | $300K |
| Mission Creek Capital Partners, Inc. | 0.08% | No change | 3,224 | $299K |
| Adamsbrown Wealth Consultants LLC | 0.12% | Reduce -12.5% | 3,219 | $298K |
| Grey Fox Wealth Advisors, LLC | 0.11% | Reduce -15.2% | 3,206 | $297K |
| ETF Store, Inc. | 0.17% | New | 3,189 | $296K |
| Mitchell Sinkler & Starr | 0.07% | Reduce -38.4% | 3,153 | $292K |
| Waterford Advisors, LLC | 0.12% | No change | 3,145 | $292K |
| FinTrust Capital Advisors, LLC | 0.06% | Reduce -3.9% | 3,145 | $292K |
| Hudock, Inc. | 0.06% | Reduce -2.6% | 3,118 | $289K |
| Oldfather Financial Services, LLC | 0.12% | No change | 3,084 | $286K |
| Stephens Inc. | 0.00% | No change | 3,057 | $283K |
| Paladin Advisory Group, LLC | 0.22% | No change | 3,044 | $282K |
| Quadcap Wealth Management, LLC | 0.06% | Add +14.3% | 3,001 | $278K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 3,001 | $278K |
| Apella Capital, LLC | 0.01% | No change | 2,991 | $277K |
| Obermeyer Wealth Partners | 0.02% | No change | 2,981 | $276K |
| BNC Wealth Management, LLC | 0.12% | No change | 2,946 | $273K |
| Accel Wealth Management | 0.11% | New | 2,898 | $269K |
| Stokes Family Office, LLC | 0.03% | Reduce -4.9% | 2,891 | $268K |
| Advocate Group LLC | 0.05% | Add +1.1% | 2,888 | $268K |
| Mason & Associates Inc | 0.07% | Reduce -14.4% | 2,877 | $267K |
| Traynor Capital Management, Inc. | 0.03% | New | 2,850 | $264K |
| Bellevue Asset Management, LLC | 0.15% | Add +88.5% | 2,825 | $262K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -40.4% | 2,822 | $262K |
| Richard P Slaughter Associates Inc | 0.06% | Add +3.5% | 2,822 | $262K |
| McCarthy & Cox | 0.10% | — | 2,766 | $256K |
| Rodgers & Associates, LTD | 0.03% | No change | 2,758 | $256K |
| Relyea Zuckerberg Hanson LLC | 0.04% | No change | 2,750 | $255K |
| Clearstead Advisors, LLC | 0.01% | Add +32.4% | 2,743 | $255K |
| Coastwise Capital Group, LLC | 0.24% | Reduce -15.5% | 2,732 | $253K |
| GoalVest Advisory LLC | 0.08% | New | 2,724 | $253K |
| Albion Financial Group | 0.02% | Reduce -1.1% | 2,710 | $251K |
| Columbia Bank | 0.10% | — | 2,685 | $249K |
| Frank, Rimerman Advisors LLC | 0.05% | No change | 2,672 | $248K |
| Private Ocean, LLC | 0.03% | Add +3.0% | 2,652 | $246K |
| McDonald Partners LLC | 0.07% | No change | 2,650 | $246K |
| Private Management Group Inc. | 0.01% | No change | 2,647 | $245K |
| Pinkerton Wealth, LLC | 0.04% | Add +0.0% | 2,637 | $245K |
| Merriman Wealth Management, LLC | 0.01% | New | 2,636 | $244K |
| Equitable Trust Co. | 0.02% | No change | 2,632 | $244K |
| Evermay Wealth Management LLC | 0.04% | Reduce -8.8% | 2,628 | $244K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +2.1% | 2,626 | $243K |
| Gradient Investments LLC | 0.01% | Add +25.1% | 2,624 | $243K |
| Wolff Financial Management LLC | 0.07% | No change | 2,618 | $243K |
| Patrick M Sweeney & Associates, Inc. | 0.20% | No change | 2,620 | $243K |
| Atlas Brown,Inc. | 0.09% | Add +0.1% | 2,614 | $242K |
| Ehrlich Financial Group | 0.20% | No change | 2,612 | $242K |
| Brightwater Advisory LLC | 0.19% | Add +3.3% | 2,569 | $238K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -6.0% | 2,563 | $238K |
| Smartleaf Asset Management LLC | 0.05% | Reduce -93.2% | 2,547 | $237K |
| Riverstone Advisors, LLC | 0.14% | No change | 2,540 | $236K |
| Aspen Investment Management Inc | 0.12% | Add +0.1% | 2,521 | $234K |
| Grandview Asset Management LLC | 0.11% | Add +0.1% | 2,522 | $234K |
| First Pacific Financial | 0.07% | Add +0.1% | 2,522 | $234K |
| Stolper Co | 0.08% | No change | 2,512 | $233K |
| Brickley Wealth Management | 0.05% | Reduce -6.4% | 2,509 | $233K |
| Ascension Capital Advisors, Inc. | 0.13% | New | 2,500 | $232K |
| Grey Street Capital, LLC | 0.03% | No change | 2,500 | $232K |
| Canandaigua National Bank & Trust Co. | 0.03% | No change | 2,484 | $230K |
| Wedbush Securities Inc. | 0.01% | Reduce -9.6% | 2,485 | $230K |
| Trust Co of the South | 0.05% | No change | 2,480 | $230K |
| VestGen Investment Management | 0.07% | No change | 2,477 | $230K |
| Pegasus Asset Management, Inc. | 0.07% | New | 2,468 | $229K |
| Check Capital Management Inc. | 0.02% | No change | 2,450 | $227K |
| Kavar Capital Partners Group, LLC | 0.04% | New | 2,429 | $225K |
| Cannon Financial Strategists, Inc. | 0.04% | New | 2,423 | $225K |
| LexAurum Advisors, LLC | 0.06% | Reduce -2.0% | 2,422 | $225K |
| Cedrus LLC | 0.12% | New | 2,402 | $223K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -5.6% | 2,384 | $221K |
| Investment Advisory Group, LLC | 0.09% | Reduce -10.2% | 2,375 | $220K |
| Continuum Advisory, LLC | 0.03% | Reduce -89.3% | 2,370 | $220K |
| Palisade Asset Management, LLC | 0.02% | New | 2,371 | $220K |
| Investments & Financial Planning, LLC | 0.15% | New | 2,363 | $219K |
| Wealth Effects LLC | 0.08% | New | 2,353 | $218K |
| Crestone Asset Management LLC | 0.04% | New | 2,330 | $216K |
| Symphony Financial, Ltd. Co. | 0.05% | New | 2,323 | $215K |
| Southland Equity Partners LLC | 0.06% | New | 2,317 | $215K |
| First Command Advisory Services, Inc. | 0.00% | Add +14.4% | 2,645 | $214K |
| Mirador Capital Partners LP | 0.04% | New | 2,306 | $214K |
| Mma Asset Management LLC | 0.10% | New | 2,298 | $213K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -33.4% | 2,291 | $212K |
| Rice Partnership, LLC | 0.05% | New | 2,284 | $212K |
| Bishop & Co Investment Management, LLC | 0.09% | New | 2,283 | $212K |
| SteelPeak Wealth, LLC | 0.01% | New | 2,281 | $211K |
| Red Door Wealth Management, LLC | 0.04% | New | 2,276 | $211K |
| Blue Trust, Inc. | 0.00% | Add +46.0% | 2,271 | $211K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 2,258 | $209K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.1% | 2,251 | $209K |
| Saxon Interests, Inc. | 0.10% | New | 2,246 | $208K |
| Fonville Wealth Management LLC | 0.09% | New | 2,235 | $207K |
| Insight Wealth Strategies, LLC | 0.03% | New | 2,223 | $206K |
| Strategic Advisors LLC | 0.04% | New | 2,218 | $206K |
| One Wealth Management Investment & Advisory Services, LLC | 0.08% | Reduce -9.9% | 2,212 | $205K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 2,210 | $205K |
| Columbus Macro, LLC | 0.08% | New | 2,189 | $203K |
| Delta Investment Management, LLC | 0.05% | New | 2,185 | $203K |
| BlackRock Inc. | 0.00% | Reduce -6.3% | 2,183 | $202K |
| Operose Advisors LLC | 0.07% | Add +45.2% | 2,178 | $202K |
| Citadel Advisors | 0.00% | Reduce -94.1% | 2,172 | $201K |
| Morton Brown Family Wealth, LLC | 0.08% | No change | 2,135 | $198K |
| Private Trust Co. NA | 0.02% | Add +2888.6% | 2,092 | $194K |
| Elevation Wealth Partners, LLC | 0.09% | Reduce -2.8% | 2,023 | $188K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,953 | $181K |
| Pinnacle Bancorp, Inc. | 0.05% | Reduce -9.5% | 1,953 | $181K |
| Cutler Group LLC / CA | 0.09% | New | 1,900 | $176K |
| Palouse Capital Management, Inc. | 0.11% | Reduce -25.2% | 1,866 | $173K |
| Citizens National Bank Trust Department | 0.04% | New | 1,863 | $173K |
| HBC Financial Services, PLLC | 0.11% | Reduce -21.6% | 1,802 | $159K |
| Fifth Third Bancorp | 0.00% | Reduce -31.9% | 1,705 | $158K |
| Godsey & Gibb, Inc. | 0.02% | Reduce -9.5% | 1,660 | $154K |
| Franklin Resources Inc. | 0.00% | No change | 1,654 | $153K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,651 | $153K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,645 | $153K |
| Belvedere Trading LLC | 0.01% | New | 1,615 | $150K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Add +0.1% | 1,609 | $149K |
| Global Wealth Strategies & Associates | 0.05% | No change | 1,446 | $134K |
| Clearstead Trust, LLC | 0.03% | No change | 1,439 | $133K |
| First Horizon Advisors, Inc. | 0.00% | Add +929.6% | 1,390 | $129K |
| Pflug Koory, LLC | 0.01% | No change | 1,366 | $127K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -81.3% | 1,273 | $118K |
| Tucker Asset Management LLC | 0.03% | Add +17.7% | 1,222 | $113K |
| TD Capital Management LLC | 0.01% | Add +0.1% | 1,220 | $113K |
| Main Street Group, LTD | 0.05% | Reduce -0.1% | 1,164 | $108K |
| Avion Wealth | 0.03% | No change | 1,113 | $104K |
| Evolution Advisers, Inc. | 0.06% | Reduce -10.9% | 1,108 | $103K |
| Armor Investment Advisors, LLC | 0.05% | No change | 1,090 | $101K |
| Jamison Private Wealth Management, Inc. | 0.02% | Add +14.2% | 1,044 | $97K |
| Friedenthal Financial | 0.06% | No change | 1,039 | $96K |
| PSI Advisors, LLC | 0.03% | No change | 1,000 | $93K |
| Mb, Levis & Associates, LLC | 0.05% | Add +0.2% | 1,000 | $93K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 988 | $92K |
| Toth Financial Advisory Corp. | 0.01% | Add +1.3% | 965 | $89K |
| Pathway Financial Advisers, LLC | 0.03% | New | 939 | $87K |
| Custom Portfolio Group LLC | 0.07% | No change | 896 | $83K |
| Country Trust Bank | 0.00% | No change | 798 | $74K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 794 | $74K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 782 | $73K |
| Abich Financial Wealth Management LLC | 0.06% | New | 777 | $72K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 720 | $67K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 714 | $66K |
| JNBA Financial Advisors | 0.01% | Add +16.8% | 711 | $66K |
| Beacon Capital Management, LLC | 0.01% | No change | 702 | $65K |
| Briaud Financial Planning Inc | 0.04% | New | 684 | $64K |
| Financial Freedom, LLC | 0.04% | No change | 673 | $62K |
| Salem Investment Counselors Inc. | 0.00% | No change | 670 | $62K |
| Bangor Savings Bank | 0.01% | No change | 660 | $61K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.2% | 644 | $60K |
| Blume Capital Management, Inc. | 0.01% | No change | 600 | $56K |
| Qube Research & Technologies Ltd | 0.00% | New | 600 | $56K |
| Horizon Financial Services, LLC | 0.03% | New | 583 | $54K |
| Kozak & Associates, Inc. | 0.01% | Add +0.2% | 567 | $54K |
| WR Wealth Planners, LLC | 0.02% | New | 575 | $53K |
| EPG Wealth Management LLC | 0.01% | No change | 566 | $52K |
| C M Bidwell & Associates Ltd. | 0.03% | New | 551 | $51K |
| City Holding Co. | 0.01% | No change | 542 | $50K |
| Quent Capital, LLC | 0.01% | No change | 522 | $48K |
| Thompson Investment Management, Inc. | 0.01% | Add +32.2% | 517 | $48K |
| HighMark Wealth Management LLC | 0.03% | Reduce -35.7% | 510 | $47K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | New | 500 | $46K |
| McIlrath & Eck, LLC | 0.01% | New | 498 | $46K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 480 | $45K |
| Lanark Financial, Inc. | 0.00% | Reduce -93.0% | 477 | $44K |
| Caitlin John, LLC | 0.03% | No change | 470 | $44K |
| Capital Analysts, LLC | 0.00% | Add +30.9% | 462 | $43K |
| Simplex Trading, LLC | 0.00% | New | 469 | $43K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 463 | $43K |
| Mascoma Wealth Management LLC | 0.01% | No change | 460 | $43K |
| Bokf, NA | 0.00% | No change | 458 | $43K |
| Creative Capital Management Investments LLC | 0.02% | No change | 456 | $42K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -52.7% | 456 | $42K |
| MCF Advisors LLC | 0.00% | No change | 453 | $42K |
| WASHINGTON TRUST Co | 0.00% | Reduce -7.4% | 440 | $41K |
| Hanseatic Management Services Inc. | 0.06% | No change | 439 | $41K |
| West Paces Advisors Inc. | 0.01% | No change | 427 | $40K |
| Avalon Trust Co | 0.00% | No change | 400 | $37K |
| Pineridge Advisors LLC | 0.01% | Add +45.7% | 386 | $36K |
| M&R Capital Management Inc. | 0.01% | Reduce -28.1% | 382 | $35K |
| HM Payson & Co. | 0.00% | Reduce -29.8% | 354 | $33K |
| Founders Capital Management | 0.02% | No change | 350 | $32K |
| MTM Investment Management, LLC | 0.01% | New | 343 | $32K |
| Roble, Belko & Company, Inc | 0.01% | No change | 339 | $31K |
| Tidemark, LLC | 0.02% | No change | 334 | $31K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | Add +19.9% | 331 | $31K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 326 | $30K |
| CENTRAL TRUST Co | 0.00% | No change | 324 | $30K |
| Salomon & Ludwin, LLC | 0.00% | Add +6.7% | 320 | $30K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -22.3% | 313 | $29K |
| MeadowBrook Investment Advisors LLC | 0.03% | Add +1.6% | 311 | $29K |
| Tsfg, LLC | 0.01% | No change | 300 | $28K |
| St Germain D J Co. Inc. | 0.00% | No change | 273 | $25K |
| Phillips Financial Management, LLC | 0.00% | No change | 254 | $24K |
| Clean Yield Group | 0.01% | No change | 252 | $23K |
| WealthCollab, LLC | 0.02% | No change | 250 | $23K |
| JDM Financial Group LLC | 0.02% | No change | 238 | $22K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 226 | $21K |
| Sandy Spring Bank | 0.00% | No change | 220 | $20K |
| Optimum Investment Advisors | 0.01% | Add +0.5% | 219 | $20K |
| AllSquare Wealth Management LLC | 0.01% | No change | 212 | $20K |
| Kelly Financial Services LLC | 0.01% | New | 212 | $20K |
| Raleigh Capital Management Inc. | 0.01% | No change | 211 | $20K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -51.9% | 204 | $19K |
| CGC Financial Services, LLC | 0.01% | No change | 200 | $19K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 195 | $18K |
| National Bank of Canada | 0.00% | Add +6.6% | 178 | $17K |
| Archer Investment Corp | 0.01% | Add +67.9% | 178 | $17K |
| CNB Bank | 0.01% | New | 165 | $15K |
| Y.D. More Investments Ltd | 0.00% | No change | 163 | $15K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 150 | $14K |
| Chesapeake Asset Management LLC | 0.01% | No change | 148 | $14K |
| Bessemer Group Inc. | 0.00% | Reduce -85.2% | 142 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -27.8% | 143 | $13K |
| Heritage Wealth Advisors | 0.00% | No change | 130 | $12K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -32.6% | 124 | $11K |
| Horizon Investments, LLC | 0.00% | Add +36.3% | 124 | $11K |
| LRI Investments, LLC | 0.00% | — | 112 | $10K |
| PrairieView Partners, LLC | 0.00% | No change | 100 | $10K |
| Key Financial Inc | 0.00% | No change | 100 | $9K |
| Wagner Wealth Management, LLC | 0.00% | Add +10.3% | 96 | $9K |
| EnRich Financial Partners LLC | 0.00% | New | 88 | $8K |
| Balefire, LLC | 0.00% | Add +1460.0% | 78 | $7K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 72 | $7K |
| Costello Asset Management, INC | 0.00% | No change | 64 | $6K |
| NFSG Corp | 0.00% | No change | 64 | $6K |
| Gen-Wealth Partners Inc | 0.00% | — | 63 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 62 | $6K |
| Creekmur Asset Management LLC | 0.00% | Reduce -88.3% | 60 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -78.0% | 55 | $5K |
| Ransom Advisory, Ltd | 0.00% | — | 50 | $5K |
| Howe & Rusling Inc. | 0.00% | Reduce -31.9% | 47 | $4K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 44 | $4K |
| Addison Advisors LLC | 0.00% | No change | 40 | $4K |
| TruNorth Capital Management, LLC | 0.00% | — | 31 | $3K |
| Quadrant Capital Group LLC | 0.00% | No change | 30 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 26 | $2K |
| Breakwater Investment Management | 0.00% | — | 26 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 25 | $2K |
| Financial Avengers, Inc. | 0.00% | No change | 20 | $2K |
| GAMMA Investing LLC | 0.00% | New | 17 | $2K |
| Concord Wealth Partners | 0.00% | Reduce -97.6% | 14 | $1K |
| Kessler Investment Group, LLC | 0.00% | New | 12 | $1K |
| New England Capital Financial Advisors LLC | 0.00% | New | 7 | $650 |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 4 | $371 |
| Colonial Trust Advisors | 0.00% | New | 3 | $278 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 2 | $185 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $78 |
"% of holder's portfolio" is SCHG's weight in each manager's 13F, not the share of Schwab US Large-Cap Growth the manager owns.