Schwab US Large-Cap GrowthSCHGETF
13F holders, Q2 2024 (June 30)1,187holders +53
95new positions
41sold out
3famous investors
$99.93avg. 13F price*
At the end of Q2 2024, 1,187 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings, up 53 from Q1 2024. 95 opened new positions and 41 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.1B), Envestnet Asset Management Inc. ($1.0B) and Sei Investments Co. ($918.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab US Large-Cap Growth
- CUSIP
- 808524300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $80.5M |
| Exits | 41 | $63.1M |
All 13F filers, Q1 2024 → Q2 2024: 10,186,110 shares bought and 5,889,474 shares sold, net +4,296,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,187 holders
| Financial Engines Advisors L.L.C. | 2.38% | Reduce -6.6% | 10,611,856 | $1.1B |
| Envestnet Asset Management Inc. | 0.35% | Add +14.6% | 9,977,923 | $1.0B |
| Sei Investments Co. | 1.30% | Add +0.2% | 9,104,181 | $918.1M |
| Mather Group, Llc. | 10.37% | Add +1.1% | 9,080,140 | $841.9M |
| Avantax Planning Partners, Inc. | 14.56% | Reduce -6.3% | 4,492,287 | $453.0M |
| Osaic Holdings, Inc. | 1.02% | Reduce -12.8% | 4,293,388 | $433.0M |
| Mariner, LLC | 0.78% | Add +3.9% | 3,971,631 | $400.5M |
| LPL Financial LLC | 0.19% | Add +10.5% | 3,827,942 | $386.0M |
| Ameriprise Financial Inc. | 0.10% | Add +10.7% | 3,473,459 | $350.3M |
| Raymond James Financial Services Advisors, Inc. | 0.47% | Reduce -8.1% | 3,309,571 | $333.7M |
| Fund Evaluation Group, LLC | 17.14% | Reduce -3.0% | 2,770,542 | $279.4M |
| Morgan Stanley | 0.02% | Add +8.7% | 2,587,580 | $260.9M |
| OneDigital Investment Advisors LLC | 2.76% | Add +80.3% | 2,192,875 | $221.1M |
| McAdam, LLC | 11.12% | Add +4.4% | 1,833,824 | $184.9M |
| Cetera Investment Advisers | 0.41% | Add +5.3% | 1,785,294 | $180.0M |
| Cwm, LLC | 0.83% | Add +1.8% | 1,735,574 | $175.0M |
| Bank of America Corp. | 0.02% | Add +4.6% | 1,727,191 | $174.2M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +9.2% | 1,486,597 | $149.9M |
| Fort Pitt Capital Group, LLC | 4.42% | Reduce -1.5% | 1,443,690 | $145.6M |
| JPMorgan Chase & Co. | 0.01% | Add +8.8% | 1,436,787 | $144.9M |
| MML Investors Services, LLC | 0.57% | Add +10.2% | 1,410,176 | $142.2M |
| Thrive Wealth Management, LLC | 24.97% | Add +1.9% | 1,264,554 | $127.5M |
| Moneta Group Investment Advisors LLC | 1.92% | Add +0.1% | 1,190,991 | $120.1M |
| Focus Financial Network, Inc. | 4.96% | Add +0.2% | 1,140,331 | $116.1M |
| HighTower Advisors, LLC | 0.16% | Add +3.0% | 1,025,741 | $103.4M |
| Marquette Asset Management, LLC | 17.11% | Add +0.3% | 998,370 | $100.7M |
| Commonwealth Equity Services, LLC | 0.14% | Add +4.6% | 905,572 | $91.3M |
| HHM Wealth Advisors, LLC | 13.51% | Add +0.2% | 890,246 | $89.8M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Reduce -2.0% | 884,272 | $89.2M |
| Financial Advisors, LLC | 17.49% | Reduce -2.6% | 848,063 | $85.5M |
| Assetmark, Inc. | 0.26% | Reduce -1.1% | 843,932 | $85.1M |
| Cerity Partners LLC | 0.22% | Reduce -0.1% | 792,870 | $80.0M |
| Beacon Pointe Advisors, LLC | 0.93% | Add +0.5% | 776,193 | $78.3M |
| Avantax Advisory Services, Inc. | 0.55% | Add +57.5% | 765,244 | $77.2M |
| Krilogy Financial LLC | 5.66% | Reduce -4.4% | 761,020 | $76.7M |
| Thrivent Financial for Lutherans | 0.15% | Reduce -1.0% | 753,217 | $76.0M |
| Legacy Financial Strategies, LLC | 17.34% | Add +3.4% | 698,888 | $72.1M |
| Envestnet Portfolio Solutions, Inc. | 0.25% | Reduce -0.2% | 711,010 | $71.7M |
| Truist Financial Corp. | 0.11% | Add +6.6% | 706,526 | $71.2M |
| Kestra Advisory Services, LLC | 0.39% | Add +45.4% | 748,018 | $70.3M |
| Wells Fargo & Company | 0.02% | Add +21.3% | 687,529 | $69.3M |
| Clark Capital Management Group, Inc. | 0.50% | Add +57.6% | 673,479 | $67.9M |
| Royal Bank of Canada | 0.02% | Add +9.2% | 667,743 | $67.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.3% | 664,809 | $67.0M |
| Brio Consultants, LLC | 10.89% | Reduce -1.0% | 655,103 | $66.1M |
| United Capital Financial Advisors, LLC | 0.52% | Reduce -2.6% | 596,900 | $60.2M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +7.8% | 581,772 | $58.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.25% | Reduce -0.6% | 578,561 | $58.3M |
| Rainey & Randall Wealth Advisors Inc. | 13.23% | Add +1.0% | 555,508 | $56.1M |
| Angeles Investment Advisors, LLC | 2.85% | Reduce -28.5% | 554,000 | $55.9M |
| One Capital Management, LLC | 1.82% | Reduce -1.3% | 530,937 | $53.5M |
| HRC Wealth Management, LLC | 36.28% | Add +2.6% | 525,419 | $53.0M |
| MAI Capital Management | 0.52% | Add +3.3% | 518,423 | $52.3M |
| Prime Capital Investment Advisors, LLC | 0.77% | Reduce -18.1% | 518,351 | $52.3M |
| Dechtman Wealth Management, LLC | 11.62% | Add +1.6% | 515,578 | $52.0M |
| Financial Management Professionals, Inc. | 7.02% | Add +0.7% | 507,560 | $51.2M |
| Advance Capital Management, Inc. | 2.41% | Add +2.5% | 505,126 | $50.9M |
| Financial Counselors Inc. | 0.81% | Reduce -1.1% | 497,379 | $50.2M |
| Koshinski Asset Management, Inc. | 4.60% | Reduce -3.4% | 473,864 | $49.6M |
| Northern Capital Management, Inc. | 32.77% | Reduce -2.6% | 486,900 | $49.1M |
| Kelman-Lazarov, Inc. | 9.10% | Reduce -3.5% | 483,724 | $48.8M |
| Nadler Financial Group, Inc. | 5.70% | Add +2.0% | 481,315 | $48.5M |
| Creative Planning | 0.05% | Add +2.0% | 473,368 | $47.7M |
| Gemmer Asset Management LLC | 5.11% | Add +0.5% | 473,325 | $47.7M |
| Berger Financial Group, Inc | 3.74% | Add +23.1% | 465,640 | $47.0M |
| Forte Capital LLC | 5.66% | Reduce -8.1% | 464,681 | $46.9M |
| Burkett Financial Services, LLC | 23.96% | Reduce -1.0% | 463,010 | $46.7M |
| Private Wealth Strategies, L.L.C. | 8.99% | Add +1.1% | 444,273 | $44.8M |
| UBS Group AG | 0.01% | Reduce -7.2% | 443,212 | $44.7M |
| Cornerstone Wealth Advisors, Inc. | 13.34% | Reduce -1.4% | 441,962 | $44.6M |
| Tradition Wealth Management, LLC | 4.07% | Add +3.9% | 417,313 | $42.1M |
| World Investment Advisors | 2.56% | Add +17.5% | 408,331 | $41.2M |
| HB Wealth Management, LLC | 0.47% | Reduce -1.6% | 403,063 | $40.6M |
| Summit Wealth & Retirement Planning, Inc. | 13.83% | Add +0.8% | 402,768 | $40.6M |
| Main Street Financial Solutions, LLC | 3.81% | Add +3.4% | 401,094 | $40.4M |
| Stratos Wealth Advisors, LLC | 1.99% | Add +3.4% | 398,341 | $40.2M |
| Angeles Wealth Management, LLC | 3.74% | Add +60.5% | 395,025 | $39.8M |
| Stifel Financial Corp. | 0.04% | Reduce -37.1% | 393,699 | $39.7M |
| Rollins Financial Advisors, LLC | 6.76% | Add +2.5% | 390,494 | $39.4M |
| Schneider Downs Wealth Management Advisors, LP | 8.44% | Reduce -3.2% | 376,107 | $37.9M |
| Park Avenue Securities LLC | 0.46% | Add +20.1% | 369,249 | $37.2M |
| XML Financial, LLC | 3.72% | Reduce -8.0% | 366,295 | $36.9M |
| GHP Investment Advisors, Inc. | 1.83% | Add +0.3% | 363,898 | $36.7M |
| Visionary Wealth Advisors | 2.25% | Reduce -5.0% | 341,756 | $34.5M |
| Unique Wealth, LLC | 8.84% | Reduce -0.7% | 334,534 | $33.7M |
| RE Dickinson Investment Advisors, LLC | 20.43% | Add +20.0% | 332,587 | $33.5M |
| Summit Asset Management, LLC | 3.92% | Add +1.5% | 329,207 | $33.2M |
| Strategic Blueprint, LLC | 2.24% | Add +1.8% | 326,041 | $32.9M |
| Prudential Financial Inc. | 0.05% | Add +13.2% | 324,128 | $32.7M |
| Triton Wealth Management, PLLC | 18.54% | Add +1.0% | 311,007 | $31.7M |
| Mokosak Advisory Group, LLC | 10.47% | Reduce -1.1% | 314,022 | $31.7M |
| Charles Schwab Trust Co | 2.92% | Reduce -4.5% | 312,783 | $31.5M |
| Financial Synergies Wealth Advisors, Inc. | 4.22% | Reduce -4.2% | 310,857 | $31.3M |
| Goepper Burkhardt LLC | 14.14% | Add +0.3% | 309,782 | $31.2M |
| Invst, LLC | 3.42% | Reduce -14.3% | 305,101 | $31.0M |
| Marshall Financial Group Inc. | 10.05% | Add +0.4% | 307,071 | $31.0M |
| Provident Wealth Management, LLC | 11.32% | Add +2.4% | 306,951 | $31.0M |
| Milestone Investment Advisors LLC | 8.10% | Add +0.7% | 302,218 | $30.5M |
| Bleakley Financial Group, LLC | 0.85% | Reduce -0.2% | 293,183 | $29.6M |
| Simplicity Wealth,LLC | 0.67% | Reduce -0.2% | 292,957 | $29.5M |
| Capital Planning LLC | 8.76% | Add +0.2% | 289,533 | $29.2M |
| FLC Capital Advisors | 7.13% | Reduce -8.8% | 287,231 | $29.0M |
| Curtis Advisory Group, LLC | 10.20% | Add +0.1% | 286,687 | $28.9M |
| Perigon Wealth Management, LLC | 0.81% | Reduce -1.0% | 276,717 | $27.9M |
| Raymond James & Associates | 0.02% | Add +6.0% | 273,834 | $27.6M |
| Arax Advisory Partners | 2.61% | Reduce -3.3% | 265,247 | $26.7M |
| Modera Wealth Management, LLC | 0.39% | Reduce -1.7% | 262,126 | $26.4M |
| Atria Wealth Solutions, Inc. | 0.29% | Add +9.6% | 258,660 | $26.1M |
| Richardson Capital Management LLC | 19.91% | Add +2.0% | 256,582 | $25.9M |
| Visionary Horizons, LLC | 18.88% | Add +10.1% | 255,988 | $25.8M |
| Apollon Wealth Management, LLC | 0.78% | Reduce -10.5% | 253,356 | $25.5M |
| Mgo One Seven LLC | 1.20% | Add +712.8% | 250,820 | $25.3M |
| Ballast Advisors LLC | 8.01% | Reduce -2.1% | 250,286 | $25.2M |
| Garde Capital, Inc. | 1.72% | Reduce -8.3% | 246,034 | $24.8M |
| Compound Planning, Inc. | 1.83% | Add +68.2% | 244,929 | $24.7M |
| MinichMacGregor Wealth Management, LLC | 5.91% | Reduce -0.5% | 239,873 | $24.2M |
| Fsa Wealth Partners, Inc. | 6.57% | Add +188.6% | 237,962 | $24.0M |
| Valley National Advisers Inc. | 3.54% | Add +6.9% | 236,638 | $23.9M |
| Captrust Financial Advisors | 0.08% | Reduce -1.2% | 236,592 | $23.9M |
| Ignite Planners, LLC | 5.79% | Add +2.2% | 227,507 | $23.7M |
| Ackerman Capital Advisors, LLC | 6.28% | Add +36.1% | 234,928 | $23.7M |
| B&D White Capital Company, LLC | 4.95% | Reduce -22.2% | 234,726 | $23.7M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -0.7% | 233,435 | $23.5M |
| CRA Financial Services, LLC | 4.70% | Add +0.0% | 230,868 | $23.3M |
| Denver PWM, LLC | 9.18% | Reduce -13.1% | 228,278 | $23.0M |
| Weaver Capital Management LLC | 7.36% | Reduce -1.4% | 226,068 | $22.8M |
| IFP Advisors, Inc | 0.90% | Add +1.3% | 225,328 | $22.7M |
| RKL Wealth Management LLC | 2.19% | Add +2.2% | 225,234 | $22.7M |
| Redhawk Wealth Advisors, Inc. | 3.44% | Reduce -27.8% | 223,035 | $22.5M |
| Obsidian Cio, LLC | 5.28% | Reduce -5.8% | 220,233 | $22.2M |
| Harbor Group, Inc. | 5.66% | Reduce -2.5% | 219,321 | $22.1M |
| B & T Capital Management DBA Alpha Capital Management | 3.95% | Add +8.0% | 201,227 | $20.3M |
| US Bancorp \de | 0.03% | Reduce -6.6% | 200,576 | $20.2M |
| Threadgill Financial, LLC | 9.40% | Add +6.5% | 198,821 | $20.0M |
| Savant Capital, LLC | 0.20% | Reduce -1.7% | 197,344 | $19.9M |
| Aspen Wealth Strategies, LLC | 13.37% | Reduce -6.6% | 188,804 | $19.2M |
| Paradigm, Strategies in Wealth Management, LLC | 11.74% | Reduce -3.7% | 189,528 | $19.1M |
| Souders Financial Advisors | 2.85% | Add +4.0% | 187,575 | $18.9M |
| Ethos Financial Group, LLC | 3.34% | Add +8.3% | 186,069 | $18.8M |
| Family Asset Management, LLC | 11.96% | Reduce -2.2% | 184,280 | $18.6M |
| Cary Street Partners Investment Advisory LLC | 0.75% | Add +0.6% | 184,258 | $18.6M |
| Focus Partners Wealth | 0.06% | Add +617.9% | 183,624 | $18.5M |
| WBH Advisory Inc. | 1.87% | Reduce -8.4% | 183,019 | $18.5M |
| Ally Invest Advisors Inc. | 1.76% | Add +9.0% | 181,974 | $18.4M |
| Concourse Financial Group Securities, Inc. | 1.15% | Reduce -4.9% | 181,671 | $18.3M |
| Seneca Financial Advisors LLC | 9.48% | Add +2.9% | 181,464 | $18.3M |
| Sunbelt Securities, Inc. | 1.87% | Add +4.0% | 181,020 | $18.3M |
| Black Diamond Financial, LLC | 3.45% | Add +18.4% | 177,210 | $17.9M |
| SkyOak Wealth, LLC | 4.17% | Add +1.8% | 177,141 | $17.9M |
| ProVise Management Group, LLC | 1.52% | Reduce -25.2% | 176,853 | $17.8M |
| Principal Securities, Inc. | 0.48% | Add +32.5% | 174,161 | $17.6M |
| FRG Family Wealth Advisors LLC | 3.39% | Add +3.7% | 187,214 | $17.5M |
| James J. Burns & Company, LLC | 3.42% | Add +35.4% | 172,294 | $17.4M |
| Sigma Planning Corp | 0.54% | Add +71.9% | 169,366 | $17.1M |
| Waverly Advisors, LLC | 0.33% | Add +36.2% | 168,456 | $17.0M |
| Global Strategic Investment Solutions, LLC | 2.03% | Reduce -8.2% | 166,249 | $16.8M |
| LVW Advisors, LLC | 2.46% | Add +6.8% | 165,890 | $16.7M |
| Allegheny Financial Group | 4.79% | Add +4.8% | 165,434 | $16.7M |
| Win Advisors, Inc. | 7.39% | Add +39.6% | 164,111 | $16.5M |
| Ausdal Financial Partners, Inc. | 1.75% | Add +7.9% | 162,563 | $16.4M |
| Financial Planning & Information Services, Inc. | 2.50% | Add +4.6% | 162,446 | $16.4M |
| Lowery Thomas, LLC | 11.94% | Add +4.4% | 162,311 | $16.4M |
| Q3 Asset Management | 3.71% | Add +1264.4% | 164,752 | $16.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 8.80% | Add +11.1% | 158,813 | $16.0M |
| Weinberger Asset Management, Inc | 7.51% | Reduce -0.4% | 158,037 | $15.9M |
| WealthShield Partners, LLC | 2.43% | Reduce -1.0% | 157,758 | $15.9M |
| USAdvisors Wealth Management, LLC | 5.54% | Add +83.2% | 180,021 | $15.7M |
| Johnson Investment Counsel Inc. | 0.17% | Add +26.3% | 156,011 | $15.7M |
| Pps&v Asset Management Consultants, Inc. | 11.13% | Reduce -1.8% | 154,150 | $15.5M |
| Patriot Financial Group Insurance Agency, LLC | 2.27% | Reduce -0.3% | 152,517 | $15.4M |
| Mutual Advisors, LLC | 0.46% | Add +6.3% | 155,564 | $15.3M |
| Pegasus Partners Ltd. | 1.53% | Reduce -1.6% | 150,078 | $15.1M |
| Apexium Financial, LP | 1.07% | Add +4.5% | 148,371 | $15.0M |
| Private Advisor Group, LLC | 0.10% | Add +39.1% | 146,484 | $14.8M |
| Regimen Wealth, LLC | 5.00% | Add +0.2% | 144,078 | $14.5M |
| Martel Wealth Advisors LLC | 3.10% | Reduce -0.7% | 143,501 | $14.5M |
| Retirement Guys Formula LLC | 6.91% | Reduce -0.3% | 142,890 | $14.4M |
| Gill Capital Partners, LLC | 5.54% | Reduce -1.7% | 142,010 | $14.3M |
| Curbstone Financial Management Corp | 3.08% | Reduce -1.4% | 140,431 | $14.2M |
| Lowe Brockenbrough & Co. Inc. | 0.93% | Reduce -20.7% | 138,579 | $14.0M |
| AllGen Financial Advisors, Inc. | 5.31% | Reduce -1.5% | 138,710 | $14.0M |
| Conning Inc. | 0.52% | Reduce -9.2% | 138,659 | $14.0M |
| Harbour Investments, Inc. | 0.47% | Add +9.6% | 137,258 | $13.8M |
| Sage Financial Group Inc. | 1.20% | Reduce -2.0% | 137,208 | $13.8M |
| Members Advisory Group LLC | 7.53% | Add +4.8% | 136,810 | $13.8M |
| Rovin Capital /Ut/ | 5.75% | Add +6.2% | 136,810 | $13.8M |
| Strategic Planning Group, LLC | 3.01% | Add +6.5% | 136,635 | $13.8M |
| LCNB Corp. | 5.09% | Reduce -3.2% | 135,151 | $13.6M |
| Kovack Advisors, Inc. | 1.47% | New | 132,300 | $13.3M |
| Paces Ferry Wealth Advisors, LLC | 8.01% | Add +6.9% | 131,630 | $13.3M |
| Sequoia Financial Advisors, LLC | 0.16% | Reduce -7.5% | 131,475 | $13.3M |
| Sanctuary Advisors, LLC | 0.10% | — | 144,642 | $13.1M |
| Systelligence, LLC | 3.46% | Reduce -10.2% | 129,135 | $13.0M |
| Strategic Family Wealth Counselors, L.L.C. | 4.80% | Add +2.3% | 125,112 | $12.6M |
| Bogart Wealth, LLC | 0.64% | Add +0.5% | 125,068 | $12.6M |
| Kaizen Financial Strategies | 7.84% | Add +4.2% | 128,868 | $12.5M |
| Clay Northam Wealth Management, LLC | 9.45% | Reduce -1.6% | 123,636 | $12.5M |
| Peachtree Investment Partners, LLC | 4.86% | Reduce -1.8% | 122,767 | $12.4M |
| SeaCrest Wealth Management, LLC | 1.40% | Add +13.0% | 122,073 | $12.3M |
| YHB Investment Advisors, Inc. | 1.06% | Add +8.1% | 122,012 | $12.3M |
| BLB&B Advisors, LLC | 0.67% | Reduce -11.3% | 120,918 | $12.2M |
| Revolve Wealth Partners, LLC | 1.98% | Reduce -0.0% | 118,978 | $12.0M |
| Spreng Capital Management, Inc. | 6.19% | Add +10.4% | 118,433 | $11.9M |
| GPM Growth Investors, Inc. | 5.08% | — | 118,400 | $11.9M |
| Everhart Financial Group, Inc. | 3.08% | Reduce -1.2% | 117,751 | $11.9M |
| Schaeffer Financial LLC | 12.85% | Reduce -12.1% | 117,405 | $11.8M |
| Broadleaf Partners, LLC | 2.86% | Reduce -4.6% | 117,296 | $11.8M |
| Verdence Capital Advisors LLC | 1.04% | Add +0.5% | 116,330 | $11.7M |
| Alpha Omega Group, Inc. | 14.77% | Add +64.3% | 115,904 | $11.7M |
| Per Stirling Capital Management, LLC. | 1.87% | Reduce -3.8% | 115,126 | $11.6M |
| Christensen, King & Associates Investment Services, Inc. | 5.68% | Add +0.9% | 114,064 | $11.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.19% | Reduce -0.1% | 113,875 | $11.5M |
| Focus Partners Advisor Solutions, LLC | 0.30% | Add +0.4% | 113,387 | $11.4M |
| Atria Investments, Inc | 0.15% | Reduce -2.4% | 112,015 | $11.3M |
| Dagco, Inc. | 5.00% | Add +2.0% | 111,738 | $11.3M |
| Almanack Investment Partners, LLC. | 1.89% | Add +0.4% | 111,302 | $11.2M |
| Stratos Wealth Partners, LTD. | 0.18% | Reduce -10.3% | 111,266 | $11.2M |
| Northeast Financial Group, Inc. | 4.80% | Reduce -12.4% | 111,141 | $11.2M |
| Safeguard Financial, LLC | 3.11% | Add +9.3% | 110,951 | $11.2M |
| Councilor Wealth, LLC | 5.73% | Reduce -8.3% | 110,131 | $11.1M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -47.6% | 109,497 | $11.0M |
| Skyline Advisors, Inc. | 4.77% | Reduce -0.4% | 108,799 | $11.0M |
| Claro Advisors Inc. | 1.70% | Reduce -14.0% | 107,546 | $10.8M |
| Two Sigma Investments, LP | 0.03% | Reduce -21.0% | 106,600 | $10.7M |
| Equitable Holdings, Inc. | 0.11% | Add +7.8% | 105,460 | $10.6M |
| D.A. Davidson & Co. | 0.09% | Add +26.4% | 105,383 | $10.6M |
| FAS Wealth Partners, Inc. | 0.92% | Reduce -0.6% | 105,329 | $10.6M |
| Prosperity Wealth Management, Inc. | 5.18% | Add +2.9% | 104,469 | $10.5M |
| Citigroup Inc. | 0.01% | Add +72.5% | 104,110 | $10.5M |
| Clear Point Advisors Inc. | 8.59% | Add +1.4% | 103,668 | $10.5M |
| Certuity, LLC | 0.82% | Reduce -11.2% | 101,382 | $10.2M |
| Integrated Advisors Network LLC | 0.51% | Reduce -0.8% | 98,799 | $10.0M |
| RFG Advisory, LLC | 0.32% | Add +3.1% | 98,700 | $10.0M |
| Pacific Wealth Strategies Group, Inc. | 8.15% | Add +1.1% | 97,605 | $9.8M |
| Advisory Services & Investments, LLC | 6.78% | Reduce -3.1% | 96,695 | $9.8M |
| McCarthy Asset Management, Inc. | 5.71% | Add +17.0% | 96,069 | $9.7M |
| Noble Family Wealth, LLC | 2.78% | Reduce -11.2% | 95,910 | $9.7M |
| TriaGen Wealth Management LLC | 3.68% | Add +1.3% | 94,480 | $9.5M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.34% | Add +1.3% | 93,025 | $9.4M |
| Coldstream Capital Management Inc. | 0.23% | Add +1.4% | 92,730 | $9.4M |
| Arbor Trust Wealth Advisors, LLC | 4.85% | Add +0.5% | 91,583 | $9.2M |
| Leeward Financial Partners, LLC | 3.75% | Add +4.6% | 91,524 | $9.2M |
| Heritage Wealth Management, Inc. | 8.89% | Add +2.8% | 91,390 | $9.2M |
| Prosperitas Financial LLC | 5.57% | Reduce -2.3% | 90,587 | $9.1M |
| Opes Wealth Management LLC | 1.90% | Reduce -0.4% | 90,450 | $9.1M |
| Elevation Capital Advisory, LLC | 4.12% | — | 89,453 | $9.0M |
| NewEdge Advisors, LLC | 0.07% | Add +40.5% | 89,057 | $9.0M |
| Ciovacco Capital Management LLC | 5.78% | Add +5.4% | 88,922 | $9.0M |
| Team Financial Group, LLC | 5.63% | Add +11.6% | 86,915 | $8.8M |
| AE Wealth Management LLC | 0.09% | Add +61.1% | 86,393 | $8.7M |
| DHJJ Financial Advisors, Ltd. | 3.68% | Add +1.3% | 86,303 | $8.7M |
| Dynamic Advisor Solutions LLC | 0.27% | Add +2.7% | 86,022 | $8.7M |
| IHT Wealth Management, LLC | 0.32% | Reduce -16.4% | 85,518 | $8.6M |
| Invenio Wealth Partners LLC | 4.26% | Add +18.9% | 85,150 | $8.6M |
| Shorepoint Capital Partners LLC | 2.01% | Reduce -3.1% | 85,028 | $8.6M |
| TD Private Client Wealth LLC | 0.27% | Add +16.8% | 84,932 | $8.6M |
| Independent Solutions Wealth Management, LLC | 1.95% | Add +9.2% | 84,242 | $8.5M |
| Mainsail Financial Group, LLC | 4.97% | Add +16.0% | 83,683 | $8.4M |
| Veery Capital, LLC | 3.40% | Add +18.5% | 83,302 | $8.4M |
| PFG Advisors | 0.57% | Add +27.1% | 83,040 | $8.4M |
| Affinity Capital Advisors, LLC | 1.76% | Reduce -0.5% | 83,037 | $8.4M |
| Total Wealth Planning, LLC | 1.37% | Reduce -8.0% | 80,082 | $8.4M |
| Susquehanna International Group, LLP | 0.01% | New | 81,237 | $8.2M |
| Park Place Capital Corp | 2.60% | Add +110.1% | 80,689 | $8.1M |
| Fiduciary Alliance LLC | 1.31% | Add +14.8% | 78,762 | $8.1M |
| EP Wealth Advisors, LLC | 0.08% | Add +4.3% | 79,176 | $8.0M |
| Smithbridge Asset Management Inc. | 1.65% | Reduce -2.2% | 78,779 | $7.9M |
| Berkshire Asset Management LLC | 0.40% | Add +0.1% | 78,758 | $7.9M |
| Independent Financial Group, LLC | 0.31% | Add +13.2% | 77,898 | $7.9M |
| MBA Advisors LLC | 3.95% | Reduce -3.2% | 76,631 | $7.7M |
| Kingsview Wealth Management, LLC | 0.18% | Add +8.0% | 76,527 | $7.7M |
| Courage Miller Partners, LLC | 2.77% | Reduce -0.9% | 76,269 | $7.7M |
| Avior Wealth Management, LLC | 0.32% | Reduce -74.1% | 74,354 | $7.5M |
| Cape Investment Advisory, Inc. | 3.35% | Reduce -1.3% | 73,959 | $7.5M |
| Composition Wealth, LLC | 0.18% | Add +1.6% | 73,786 | $7.4M |
| Jane Street Group, LLC | 0.01% | Add +814.7% | 72,557 | $7.3M |
| Royal Fund Management, LLC | 0.98% | Reduce -0.1% | 72,362 | $7.3M |
| Foster Victor Wealth Advisors, LLC | 0.61% | Reduce -8.2% | 69,802 | $7.3M |
| Cambridge Financial Group, LLC | 3.33% | Reduce -1.4% | 72,353 | $7.3M |
| Marshall Wace, LLP | 0.01% | Reduce -80.0% | 72,277 | $7.3M |
| MADDEN SECURITIES Corp | 3.18% | Reduce -0.5% | 71,244 | $7.2M |
| FSM Wealth Advisors, LLC | 2.40% | Add +7.7% | 71,093 | $7.2M |
| John W. Brooker & Co., CPAs | 3.57% | Reduce -0.2% | 70,585 | $7.1M |
| Cresset Asset Management, LLC | 0.03% | Add +0.2% | 69,931 | $7.1M |
| Certified Advisory Corp | 0.87% | Add +3.0% | 68,983 | $7.0M |
| Clearstead Advisors, LLC | 0.12% | Add +2391.9% | 68,354 | $6.9M |
| Whitaker-Myers Wealth Managers, LTD. | 2.53% | Add +497.6% | 67,928 | $6.8M |
| Game Plan Financial Advisors, LLC | 3.74% | Add +2.0% | 67,208 | $6.8M |
| Newman Dignan & Sheerar, Inc. | 1.74% | Reduce -3.2% | 67,008 | $6.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +5.0% | 66,420 | $6.7M |
| Powers Advisory Group, LLC | 3.59% | Add +6.0% | 65,231 | $6.6M |
| Integrated Investment Consultants, LLC | 1.81% | No change | 70,933 | $6.6M |
| RTD Financial Advisors, Inc. | 0.88% | Reduce -4.5% | 64,778 | $6.5M |
| Cambridge Advisors Inc. | 1.49% | Reduce -0.2% | 63,716 | $6.4M |
| Fifth Third Securities, Inc. | 0.59% | Add +432.9% | 63,573 | $6.4M |
| Beacon Bridge Wealth Partners, LLC | 2.93% | Add +17.4% | 63,395 | $6.4M |
| J.W. Cole Advisors, Inc. | 0.30% | Reduce -0.8% | 63,240 | $6.4M |
| FMR LLC | 0.00% | Add +15.3% | 63,100 | $6.4M |
| Christopher J. Hasenberg, Inc | 2.88% | Add +4.7% | 63,029 | $6.4M |
| Warner Financial, Inc. | 3.10% | Add +0.2% | 62,985 | $6.4M |
| JMG Financial Group, Ltd. | 0.24% | Reduce -8.4% | 62,586 | $6.3M |
| Institute for Wealth Management, LLC. | 0.85% | Reduce -0.5% | 62,576 | $6.3M |
| Creative Financial Designs Inc. | 0.56% | Add +1.2% | 62,319 | $6.3M |
| Cahill Financial Advisors Inc. | 0.85% | Reduce -1.6% | 61,628 | $6.2M |
| EWG Elevate Inc. | 2.27% | Reduce -5.0% | 61,582 | $6.2M |
| Brookstone Capital Management | 0.10% | Reduce -24.9% | 60,673 | $6.2M |
| Benjamin F. Edwards & Company, Inc. | 0.11% | Add +5.5% | 60,842 | $6.1M |
| JFS Wealth Advisors, LLC | 0.48% | Reduce -4.0% | 60,837 | $6.1M |
| Exencial Wealth Advisors, LLC | 0.23% | Add +3.7% | 60,668 | $6.1M |
| Gleason Group, Inc. | 1.23% | Reduce -13.1% | 59,947 | $6.0M |
| FSC Wealth Advisors, LLC | 4.46% | Reduce -2.6% | 59,860 | $6.0M |
| Ameritas Advisory Services, LLC | 0.23% | Add +43.8% | 59,636 | $6.0M |
| Chicago Partners Investment Group LLC | 0.23% | Add +5.9% | 61,688 | $6.0M |
| Grey Ledge Advisors, LLC | 1.61% | Add +0.5% | 58,499 | $5.9M |
| Corient Private Wealth LP | 0.01% | Add +4.9% | 58,085 | $5.9M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3.40% | Add +7.7% | 57,923 | $5.8M |
| Mayfair Advisory Group, LLC | 3.93% | Add +6.3% | 55,705 | $5.8M |
| Pinnacle Family Advisors, LLC | 3.20% | Reduce -16.0% | 57,363 | $5.8M |
| Hoylecohen, LLC | 0.44% | Reduce -6.0% | 57,135 | $5.8M |
| Steele Capital Management, Inc. | 0.32% | Add +1.5% | 56,755 | $5.7M |
| Donaldson Capital Management, LLC | 0.24% | Add +20.4% | 56,792 | $5.7M |
| Joseph P. Lucia & Associates, LLC | 2.93% | Add +2.1% | 56,692 | $5.7M |
| Archford Capital Strategies, LLC | 0.92% | Add +2.9% | 56,366 | $5.7M |
| Von Berge Wealth Management Group, LLC | 3.57% | Reduce -0.5% | 55,183 | $5.6M |
| HC Advisors, LLC | 5.17% | Reduce -3.6% | 55,574 | $5.6M |
| Dakota Wealth Management | 0.13% | Add +27.3% | 55,124 | $5.6M |
| Townsquare Capital LLC | 0.07% | Add +14.8% | 54,317 | $5.5M |
| Waypoint Capital Advisors, LLC | 1.35% | Reduce -17.9% | 53,718 | $5.4M |
| Hengehold Capital Management LLC | 0.56% | Reduce -1.9% | 53,466 | $5.4M |
| Cornerstone Enterprises, LLC | 3.51% | Reduce -0.1% | 52,394 | $5.3M |
| Kingswood Wealth Advisors, LLC | 0.48% | Add +12.8% | 52,328 | $5.3M |
| First National Bank Sioux Falls | 2.72% | Add +15.3% | 52,038 | $5.2M |
| FinDec Wealth Services, Inc. | 3.29% | Reduce -8.0% | 51,754 | $5.2M |
| Oppenheimer & Co. Inc. | 0.08% | Add +19.2% | 51,596 | $5.2M |
| Topel & Distasi Wealth Management, LLC | 2.23% | No change | 50,255 | $5.1M |
| Regal Investment Advisors LLC | 0.33% | Reduce -5.8% | 50,094 | $5.1M |
| MSH Capital Advisors LLC | 1.68% | Add +13.5% | 49,740 | $5.0M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -0.1% | 49,577 | $5.0M |
| Silver Oak Securities, Incorporated | 0.74% | Add +74.6% | 49,276 | $5.0M |
| Blair William & Co. | 0.02% | Add +0.4% | 49,047 | $4.9M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -3.0% | 48,814 | $4.9M |
| Eagle Capital Management, LLC | 2.15% | Add +0.0% | 48,474 | $4.9M |
| D.B. Root & Company, LLC | 1.67% | Add +34.8% | 48,438 | $4.9M |
| Summit Financial, LLC | 0.22% | Add +171.3% | 48,223 | $4.9M |
| Long Island Wealth Management, Inc. | 3.40% | Reduce -1.3% | 47,858 | $4.8M |
| Bridge Advisory, LLC | 2.34% | Add +4.3% | 47,191 | $4.8M |
| Westbourne Investment Advisors, Inc. | 1.72% | Add +9.1% | 47,018 | $4.7M |
| Smith Anglin Financial, LLC | 0.48% | Reduce -1.9% | 46,873 | $4.7M |
| Columbia Advisory Partners LLC | 4.59% | Add +6.4% | 46,597 | $4.7M |
| Sculati Wealth Management, LLC | 2.01% | Reduce -45.1% | 46,374 | $4.7M |
| Schwallier Wealth Management LLC | 3.76% | Add +2.3% | 45,892 | $4.6M |
| Foundations Investment Advisors, LLC | 0.11% | Add +9.3% | 45,832 | $4.6M |
| Kickstand Ventures, Llc. | 1.26% | New | 45,743 | $4.6M |
| Lido Advisors, LLC | 0.04% | Reduce -11.6% | 45,666 | $4.6M |
| Synovus Financial Corp. | 0.06% | Add +1.6% | 45,677 | $4.6M |
| Leo Wealth, LLC | 0.46% | Add +2.4% | 44,451 | $4.5M |
| Liberty Capital Management, Inc. | 1.06% | Add +3.0% | 44,335 | $4.5M |
| Bensler, LLC | 0.59% | Reduce -9.2% | 43,578 | $4.4M |
| Founders Financial Securities LLC | 0.40% | Add +28.9% | 42,399 | $4.3M |
| Wealthspire Retirement, LLC | 0.36% | Add +2.3% | 42,346 | $4.3M |
| Madden Advisory Services, Inc. | 2.17% | Reduce -0.8% | 42,322 | $4.3M |
| Silverlake Wealth Management LLC | 1.75% | Add +8.5% | 42,287 | $4.3M |
| Chesapeake Wealth Management | 1.54% | Add +3.0% | 42,243 | $4.3M |
| Great Valley Advisor Group, Inc. | 0.12% | Reduce -4.5% | 41,758 | $4.2M |
| Cambridge Capital Management, LLC | 3.08% | Add +2.6% | 41,336 | $4.2M |
| HCR Wealth Advisors | 0.59% | Add +0.5% | 41,102 | $4.1M |
| Compass Financial Group, INC | 0.90% | Add +24.9% | 41,038 | $4.1M |
| Choreo, LLC | 0.07% | Add +15.1% | 40,475 | $4.1M |
| Menora Mivtachim Holdings LTD. | 0.03% | New | 40,780 | $4.1M |
| Nabity-Jensen Investment Management Inc | 3.34% | Add +0.4% | 40,531 | $4.1M |
| Csenge Advisory Group | 0.23% | Add +16.0% | 40,488 | $4.1M |
| Kohmann Bosshard Financial Services, LLC | 0.55% | No change | 40,476 | $4.1M |
| Dravo Bay LLC | 2.27% | Add +3.2% | 40,442 | $4.1M |
| Avestar Capital, LLC | 0.45% | New | 40,327 | $4.1M |
| Global Retirement Partners, LLC | 0.13% | Add +7.7% | 39,829 | $4.0M |
| Grant/GrossMendelsohn, LLC | 1.84% | Add +0.7% | 39,765 | $4.0M |
| Linscomb Wealth, Inc. | 0.21% | Add +5.9% | 39,785 | $4.0M |
| Arcadia Investment Advisors LLC | 2.27% | Reduce -0.4% | 39,696 | $4.0M |
| Macroview Investment Management LLC | 4.25% | Add +88.2% | 39,498 | $4.0M |
| Buckingham Strategic Wealth, LLC | 0.04% | Reduce -9.4% | 39,181 | $4.0M |
| Bigelow Investment Advisors, LLC | 1.88% | Add +13.4% | 38,959 | $3.9M |
| Gladstone Institutional Advisory LLC | 0.20% | Reduce -2.2% | 38,771 | $3.9M |
| Blue Barn Wealth, LLC | 2.17% | Reduce -68.1% | 12,798 | $3.9M |
| Compass Advisory Group LLC | 1.70% | Reduce -10.1% | 37,999 | $3.8M |
| Brass Tax Wealth Management, Inc. | 0.74% | Add +94.8% | 37,264 | $3.8M |
| Werba Rubin Papier Wealth Management | 1.03% | Reduce -13.9% | 37,106 | $3.7M |
| Fagan Associates, Inc. | 0.65% | Add +2.2% | 36,685 | $3.7M |
| Financial Advocates Investment Management | 0.23% | Reduce -0.6% | 36,453 | $3.7M |
| Arlington Trust Co LLC | 0.87% | No change | 36,450 | $3.7M |
| First Personal Financial Services | 0.81% | Reduce -3.6% | 35,550 | $3.6M |
| Magnus Financial Group LLC | 0.40% | Reduce -7.7% | 35,336 | $3.6M |
| Veridan Wealth LLC | 1.43% | — | 121,683 | $3.6M |
| Townsend Asset Management Corp. /NC/ | 1.37% | Add +5.4% | 34,977 | $3.5M |
| Asset Dedication, LLC | 0.24% | Reduce -1.3% | 34,805 | $3.5M |
| Boyd Wealth Management, LLC | 1.93% | Reduce -0.3% | 34,703 | $3.5M |
| Independent Advisor Alliance | 0.12% | Reduce -14.4% | 34,699 | $3.5M |
| Embree Financial Group | 0.67% | Reduce -2.5% | 34,325 | $3.5M |
| Scissortail Wealth Management, LLC | 0.88% | Add +0.8% | 34,313 | $3.5M |
| Consolidated Portfolio Review Corp | 0.80% | Add +1.3% | 33,891 | $3.4M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -9.9% | 33,727 | $3.4M |
| Cooper Financial Group | 0.50% | Add +8.3% | 33,716 | $3.4M |
| Barden Capital Management, Inc. | 3.20% | Reduce -0.6% | 33,676 | $3.4M |
| CW Advisors, LLC | 0.05% | Add +8.6% | 33,404 | $3.4M |
| Brandywine Oak Private Wealth LLC | 0.34% | No change | 32,842 | $3.3M |
| Dana Investment Advisors, Inc. | 0.11% | Add +0.0% | 32,586 | $3.3M |
| Broadview Financial Management, LLC | 2.37% | Reduce -6.6% | 32,300 | $3.3M |
| Laidlaw Wealth Management LLC | 1.79% | Reduce -8.2% | 32,234 | $3.3M |
| Mill Creek Capital Advisors, LLC | 0.08% | No change | 32,229 | $3.2M |
| Guardian Financial Partners, LLC | 2.15% | Add +5.5% | 32,177 | $3.2M |
| GenWealth Group, Inc. | 0.79% | Add +4.5% | 31,996 | $3.2M |
| Highland Financial Advisors, LLC | 1.19% | Reduce -0.1% | 31,764 | $3.2M |
| Millennium Capital Advisors, LLC | 2.10% | Add +0.1% | 31,346 | $3.2M |
| Curi Capital, LLC | 0.08% | Reduce -1.5% | 31,239 | $3.2M |
| Athena Investment Management | 1.91% | Add +0.3% | 31,234 | $3.1M |
| Texas Yale Capital Corp. | 0.15% | No change | 31,135 | $3.1M |
| Strategic Advocates LLC | 1.24% | Reduce -20.4% | 31,031 | $3.1M |
| LongView Wealth Management | 1.15% | Reduce -7.0% | 30,920 | $3.1M |
| LifePlan Investment Advisors, Inc. | 2.25% | Add +3.2% | 30,893 | $3.1M |
| Brand Asset Management Group, Inc. | 1.31% | Reduce -2.0% | 30,837 | $3.1M |
| Sprinkle Financial Consultants LLC | 2.44% | No change | 30,689 | $3.1M |
| Pallas Capital Advisors LLC | 0.14% | Add +1.7% | 30,470 | $3.1M |
| Advisory Alpha, LLC | 0.12% | Add +6.9% | 30,434 | $3.1M |
| Evercore Wealth Management, LLC | 0.05% | No change | 30,282 | $3.1M |
| KPP Advisory Services LLC | 0.81% | Add +2.8% | 30,134 | $3.0M |
| Keudell/Morrison Wealth Management | 0.87% | Add +8.8% | 29,585 | $3.0M |
| Freedom Investment Management, Inc. | 0.24% | Add +0.2% | 29,384 | $3.0M |
| Retirement Planning Group, LLC | 0.19% | Reduce -8.9% | 29,346 | $3.0M |
| Signaturefd, LLC | 0.06% | Reduce -0.1% | 28,984 | $2.9M |
| Aire Advisors, LLC | 0.66% | Reduce -10.4% | 28,978 | $2.9M |
| Tempus Wealth Planning, LLC | 1.21% | Add +0.6% | 28,841 | $2.9M |
| Advisory Services Network, LLC | 0.06% | Reduce -3.8% | 28,619 | $2.9M |
| Joseph Group Capital Management | 1.49% | Reduce -0.9% | 28,379 | $2.9M |
| Brown Wealth Management, LLC | 1.15% | Reduce -0.1% | 28,255 | $2.8M |
| Sentinel Pension Advisors, LLC | 0.59% | Reduce -0.5% | 28,077 | $2.8M |
| MidAtlantic Capital Management, Inc. | 2.36% | Add +7.2% | 27,898 | $2.8M |
| Cassaday & Co Wealth Management LLC | 0.09% | Reduce -0.4% | 27,898 | $2.8M |
| Perissos Private Wealth Management, LLC | 2.50% | Add +3.3% | 27,633 | $2.8M |
| Burns Matteson Capital Management, LLC | 1.75% | Reduce -7.0% | 27,628 | $2.8M |
| Fingerlakes Wealth Management, Inc. | 2.50% | Add +22.1% | 27,595 | $2.8M |
| Allworth Financial LP | 0.02% | Add +1.0% | 27,683 | $2.8M |
| Staley Capital Advisers Inc. | 0.13% | No change | 43,170 | $2.8M |
| Condor Capital Management | 0.26% | Reduce -0.0% | 27,356 | $2.8M |
| Old Port Advisors | 0.80% | Add +1.0% | 26,707 | $2.7M |
| Leavell Investment Management, Inc. | 0.15% | Add +4.7% | 26,626 | $2.7M |
| Heirloom Wealth Management | 0.87% | Reduce -7.8% | 26,559 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +6.3% | 26,541 | $2.7M |
| Oxinas Partners, LLC | 1.78% | Reduce -5.3% | 26,481 | $2.7M |
| Zimmermann Investment Management & Planning LLC | 0.88% | Add +6.5% | 26,259 | $2.6M |
| Money Concepts Capital Corp. | 0.22% | Reduce -0.1% | 26,119 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.9% | 25,699 | $2.6M |
| CIBC Private Wealth Group LLC | 0.00% | Add +97.8% | 24,607 | $2.6M |
| Savvy Advisors, Inc. | 0.84% | Add +533.1% | 25,470 | $2.6M |
| Alliance Wealth Management Group | 0.73% | No change | 25,352 | $2.6M |
| Towercrest Capital Management | 0.42% | No change | 25,352 | $2.6M |
| Transform Wealth, LLC | 0.19% | Add +18.5% | 25,276 | $2.6M |
| Acas, LLC | 2.19% | Reduce -5.0% | 25,200 | $2.5M |
| Birchbrook, Inc. | 1.50% | Reduce -1.3% | 24,824 | $2.5M |
| DAVENPORT & Co LLC | 0.02% | Add +2.7% | 24,686 | $2.5M |
| Santori & Peters, Inc. | 1.06% | Add +6.1% | 24,657 | $2.5M |
| Centaurus Financial, Inc. | 0.17% | Add +13.9% | 24,641 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +34.9% | 24,587 | $2.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +34.9% | 24,587 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.90% | Add +8.2% | 24,568 | $2.5M |
| Bfsg, LLC | 0.31% | Add +13.2% | 24,270 | $2.4M |
| Clayton Financial Group LLC | 1.05% | Add +16.7% | 26,210 | $2.4M |
| True Vision MN LLC | 1.57% | Add +0.8% | 23,895 | $2.4M |
| Clearview Wealth Advisors LLC | 2.03% | New | 23,050 | $2.3M |
| Betterment LLC | 0.01% | Add +17.0% | 22,810 | $2.3M |
| Scott Capital Advisors, LLC | 0.68% | Add +0.1% | 21,983 | $2.3M |
| Montag & Caldwell, LLC | 0.46% | Add +10.3% | 22,583 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Add +4.1% | 22,559 | $2.3M |
| FC Advisory LLC | 0.83% | Reduce -2.4% | 22,493 | $2.3M |
| Wealthgarden F.S. LLC | 2.39% | — | 22,492 | $2.3M |
| Renasant Bank | 1.55% | New | 22,366 | $2.3M |
| Smith, Moore & Co. | 0.23% | Add +0.8% | 22,245 | $2.2M |
| Orgel Wealth Management, LLC | 0.06% | Add +16.6% | 22,225 | $2.2M |
| Snider Financial Group | 0.86% | Add +3.4% | 22,186 | $2.2M |
| Meritage Portfolio Management | 0.14% | Reduce -6.0% | 22,151 | $2.2M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Reduce -0.8% | 22,113 | $2.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.37% | Add +9.5% | 22,003 | $2.2M |
| Kades & Cheifetz LLC | 1.38% | Reduce -0.3% | 21,793 | $2.2M |
| Guardian Asset Advisors, LLC | 1.60% | Reduce -10.5% | 21,584 | $2.2M |
| Sage Mountain Advisors LLC | 0.20% | Reduce -0.3% | 21,511 | $2.2M |
| CVA Family Office, LLC | 0.38% | Add +13.4% | 21,073 | $2.1M |
| Beaumont Financial Advisors, LLC | 0.17% | Reduce -1.6% | 21,048 | $2.1M |
| Hart & Patterson Financial Group LLC | 1.05% | Add +10.6% | 21,047 | $2.1M |
| Trek Financial, LLC | 0.17% | Add +0.0% | 20,953 | $2.1M |
| Kolinsky Wealth Management, LLC | 1.51% | Add +10.3% | 20,938 | $2.1M |
| Watershed Private Wealth LLC | 0.89% | No change | 20,657 | $2.1M |
| Lodestar Private Asset Management LLC | 0.29% | Reduce -1.3% | 20,541 | $2.1M |
| Allen Capital Group, LLC | 0.29% | Add +12.9% | 20,339 | $2.1M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -0.6% | 20,255 | $2.0M |
| Crescent Sterling, Ltd. | 1.95% | Reduce -1.5% | 20,217 | $2.0M |
| GeoWealth Management, LLC | 0.09% | Reduce -88.0% | 20,175 | $2.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +1.0% | 20,053 | $2.0M |
| Cassady Schiller Wealth Management, LLC | 0.82% | No change | 19,955 | $2.0M |
| New York Life Investment Management LLC | 0.02% | New | 19,833 | $2.0M |
| Insight Advisors, LLC/ PA | 0.36% | Reduce -29.9% | 19,705 | $2.0M |
| Tenret Co LLC | 1.37% | No change | 19,655 | $2.0M |
| GW Henssler & Associates Ltd. | 0.12% | Reduce -2.3% | 19,611 | $2.0M |
| Carmichael Hill & Associates, Inc. | 0.81% | Reduce -1.1% | 19,611 | $2.0M |
| New England Private Wealth Advisors LLC | 0.34% | New | 19,517 | $2.0M |
| Reston Wealth Management LLC | 0.78% | Add +0.4% | 19,456 | $2.0M |
| Duncker Streett & Co. Inc. | 0.38% | Reduce -2.6% | 19,437 | $2.0M |
| Axiom Advisory, LLC | 0.02% | New | 20,713 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +127.1% | 19,227 | $1.9M |
| Larson Financial Group LLC | 0.13% | Add +433.0% | 19,152 | $1.9M |
| Diversify Advisory Services, LLC | 0.11% | Reduce -1.0% | 18,406 | $1.9M |
| Saxony Capital Management, LLC | 2.11% | Add +42.5% | 19,032 | $1.9M |
| Bristlecone Advisors, LLC | 0.16% | Reduce -6.9% | 18,976 | $1.9M |
| Petra Financial Advisors Inc. | 1.37% | Reduce -3.1% | 18,913 | $1.9M |
| Cornerstone Wealth Management, LLC | 0.15% | Reduce -0.6% | 18,775 | $1.9M |
| Guerra Pan Advisors, LLC | 1.58% | Add +15.0% | 18,717 | $1.9M |
| Cooper/Haims Advisors, LLC | 1.06% | No change | 18,711 | $1.9M |
| Northern Trust Corp. | 0.00% | Add +22.6% | 18,558 | $1.9M |
| Hershey Financial Advisers, LLC | 1.68% | — | 18,522 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -13.1% | 18,396 | $1.9M |
| Aspen Grove Capital, LLC | 0.43% | No change | 18,156 | $1.8M |
| Lloyd Advisory Services, LLC. | 0.86% | New | 18,131 | $1.8M |
| Prestige Wealth Management Group LLC | 0.39% | Reduce -0.5% | 17,992 | $1.8M |
| Signet Investment Advisory Group, Inc. | 0.97% | Add +3.3% | 17,887 | $1.8M |
| SVB Wealth LLC | 0.04% | Reduce -30.4% | 17,869 | $1.8M |
| Intrua Financial, LLC | 0.29% | Add +5.3% | 17,787 | $1.8M |
| Blue Bell Private Wealth Management, LLC | 0.37% | Add +25.5% | 17,657 | $1.8M |
| Valmark Advisers, Inc. | 0.03% | Add +242.4% | 17,571 | $1.8M |
| Parkside Financial Bank & Trust | 0.28% | Reduce -0.8% | 17,482 | $1.8M |
| Avidian Wealth Enterprises, LLC | 0.08% | New | 17,447 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +4.5% | 17,408 | $1.8M |
| RHS Financial, LLC | 1.07% | Add +4.7% | 17,387 | $1.8M |
| Summit Financial Wealth Advisors, LLC | 0.36% | Add +0.6% | 17,381 | $1.8M |
| Logan Capital Management Inc. | 0.07% | Add +2.2% | 17,111 | $1.7M |
| Valley Forge Investment Consultants Inc. Adv | 0.65% | Reduce -0.2% | 17,096 | $1.7M |
| Robinson Smith Wealth Advisors LLC | 1.52% | Reduce -1.1% | 17,068 | $1.7M |
| Appleton Partners Inc. | 0.13% | Reduce -2.4% | 16,916 | $1.7M |
| Private Capital Management LLC | 0.34% | Reduce -5.0% | 16,866 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.17% | Add +12.9% | 16,783 | $1.7M |
| Great Waters Wealth Management | 0.26% | Reduce -3.4% | 16,559 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +5.2% | 16,142 | $1.6M |
| Madison Wealth Partners, Inc | 0.56% | Add +9.8% | 16,109 | $1.6M |
| Custos Family Office, LLC | 0.65% | New | 16,068 | $1.6M |
| Schmidt P J Investment Management Inc. | 0.29% | Add +19.0% | 15,991 | $1.6M |
| Ieq Capital, LLC | 0.02% | Add +234.0% | 15,908 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.1% | 15,868 | $1.6M |
| Revisor Wealth Management LLC | 1.10% | Reduce -49.6% | 15,652 | $1.6M |
| Herold Advisors, Inc. | 0.36% | No change | 15,326 | $1.5M |
| Yelin Lapidot Holdings Management Ltd. | 0.27% | No change | 15,275 | $1.5M |
| Modus Advisors, LLC | 0.54% | Reduce -9.6% | 15,048 | $1.5M |
| AdvisorNet Financial, Inc | 0.14% | Reduce -8.4% | 14,968 | $1.5M |
| Comerica Bank | 0.01% | Reduce -3.3% | 14,823 | $1.5M |
| Bailard, Inc. | 0.04% | No change | 14,653 | $1.5M |
| HBK Sorce Advisory LLC | 0.05% | Add +1.1% | 14,474 | $1.5M |
| Segment Wealth Management, LLC | 0.11% | Reduce -0.5% | 14,408 | $1.5M |
| Diversified Trust Co. | 0.04% | Reduce -2.8% | 14,382 | $1.5M |
| Clearwater Capital Advisors, LLC | 0.15% | Reduce -5.0% | 14,319 | $1.4M |
| Marotta Asset Management | 0.30% | Reduce -0.5% | 14,183 | $1.4M |
| True North Advisors, LLC | 0.38% | Reduce -23.1% | 14,141 | $1.4M |
| Retirement Income Solutions, Inc. | 0.34% | No change | 14,050 | $1.4M |
| WESPAC Advisors, LLC | 1.09% | New | 13,860 | $1.4M |
| Simon Quick Advisors, LLC | 0.10% | Reduce -0.3% | 13,844 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.07% | New | 13,821 | $1.4M |
| R. W. Roge & Company, Inc. | 0.79% | Reduce -3.4% | 13,763 | $1.4M |
| Gray Wealth Management Inc. | 0.60% | Add +3.1% | 13,739 | $1.4M |
| Ami Investment Management Inc. | 0.48% | Reduce -4.5% | 13,689 | $1.4M |
| Destination Wealth Management | 0.05% | Add +2.4% | 13,658 | $1.4M |
| Dumont & Blake Investment Advisors LLC | 0.19% | Add +114.9% | 13,649 | $1.4M |
| Old National Bancorp | 0.03% | No change | 13,080 | $1.3M |
| Flow Traders U.S. LLC | 0.06% | New | 12,977 | $1.3M |
| Oxford Financial Group, LTD. LLC | 0.09% | Add +2.4% | 12,900 | $1.3M |
| Renaissance Technologies | 0.00% | Add +92.5% | 12,900 | $1.3M |
| Indie Asset Partners, LLC | 1.03% | Add +2.8% | 12,825 | $1.3M |
| JFG Wealth Management, LLC | 0.37% | No change | 12,816 | $1.3M |
| Security National Bank of So Dak | 0.76% | Reduce -1.4% | 12,551 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.5% | 12,534 | $1.3M |
| Janiczek Wealth Management, LLC | 0.26% | Reduce -25.4% | 12,384 | $1.2M |
| SageView Advisory Group, LLC | 0.08% | Add +11.9% | 12,265 | $1.2M |
| JBR Co Financial Management Inc | 0.87% | Reduce -0.7% | 12,243 | $1.2M |
| Geneos Wealth Management Inc. | 0.05% | Add +45.7% | 12,155 | $1.2M |
| Fusion Capital, LLC | 0.56% | Reduce -4.4% | 12,104 | $1.2M |
| FSA Advisors, Inc. | 1.26% | Reduce -1.1% | 12,675 | $1.2M |
| Keel Point, LLC | 0.11% | Add +3.1% | 12,245 | $1.2M |
| New Hampshire Trust | 0.27% | Add +11.0% | 11,930 | $1.2M |
| Cozad Asset Management Inc. | 0.12% | No change | 11,810 | $1.2M |
| Investors Research Corp | 0.27% | Add +10.3% | 11,644 | $1.2M |
| Valeo Financial Advisors, LLC | 0.04% | Reduce -0.6% | 11,609 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -12.7% | 11,590 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.04% | New | 11,589 | $1.2M |
| Acorn Wealth Advisors, LLC | 0.58% | Add +28.8% | 11,576 | $1.2M |
| Plancorp, LLC | 0.05% | Add +0.6% | 11,494 | $1.2M |
| SIMA Wealth Partners, LLC | 1.10% | — | 11,485 | $1.2M |
| Sovereign Financial Group, Inc. | 0.29% | No change | 11,463 | $1.2M |
| Hoese & Co LLP | 1.00% | Reduce -3.5% | 12,164 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +40.9% | 11,352 | $1.1M |
| Accredited Investors Inc. | 0.07% | Add +6.3% | 11,186 | $1.1M |
| Farther Finance Advisors, LLC | 0.05% | Add +216.4% | 11,053 | $1.1M |
| Halpern Financial, Inc. | 0.31% | No change | 11,100 | $1.1M |
| Pathstone Holdings, LLC | 0.01% | Add +34.3% | 11,098 | $1.1M |
| Ancora Advisors LLC | 0.03% | Reduce -1.5% | 11,035 | $1.1M |
| Tiaa Trust, National Association | 0.00% | Add +11.3% | 10,979 | $1.1M |
| Keebeck Wealth Management | 0.16% | Reduce -1.0% | 10,900 | $1.1M |
| Sightline Wealth Advisors, LLC | 0.68% | New | 10,902 | $1.1M |
| Fortune Financial Advisors, LLC | 0.67% | Add +53.0% | 10,887 | $1.1M |
| Precision Wealth Strategies, LLC | 1.13% | Reduce -66.5% | 10,865 | $1.1M |
| TrueWealth Advisors, LLC | 0.40% | Reduce -0.5% | 10,832 | $1.1M |
| Sachetta, LLC | 0.47% | Add +128.0% | 11,201 | $1.1M |
| Fisher Asset Management | 0.00% | Add +79.5% | 10,801 | $1.1M |
| Blackhawk Capital Partners, LLC | 0.65% | Add +83.8% | 10,718 | $1.1M |
| Jentner Corp | 0.36% | Reduce -2.4% | 10,672 | $1.1M |
| Arthur M. Cohen & Associates, LLC | 0.20% | No change | 10,670 | $1.1M |
| Gilbert & Cook, Inc. | 0.16% | No change | 10,613 | $1.1M |
| Waterloo Capital, L.P. | 0.13% | Reduce -2.8% | 10,604 | $1.1M |
| Raymond James Trust N.A. | 0.03% | No change | 10,576 | $1.1M |
| &partners | 0.05% | Add +93.7% | 10,249 | $1.1M |
| StoneX Group Inc. | 0.08% | Reduce -2.5% | 10,455 | $1.1M |
| Kiley Juergens Wealth Management, LLC | 0.29% | Add +2.7% | 10,383 | $1.0M |
| My Legacy Advisors, LLC | 0.33% | Reduce -8.8% | 10,369 | $1.0M |
| UMB Bank, n.a. | 0.02% | Reduce -4.3% | 10,327 | $1.0M |
| Cedar Wealth Management, LLC | 0.34% | Reduce -10.1% | 10,304 | $1.0M |
| Apriem Advisors | 0.13% | No change | 10,278 | $1.0M |
| Strategic Advisors LLC | 0.20% | Add +361.2% | 10,230 | $1.0M |
| Diversified, LLC | 0.12% | New | 10,195 | $1.0M |
| Brown Advisory Inc. | 0.00% | Reduce -2.5% | 10,183 | $1.0M |
| Cutter & CO Brokerage, Inc. | 0.25% | Reduce -3.9% | 10,094 | $1.0M |
| Apella Capital, LLC | 0.05% | Add +223.7% | 9,681 | $1.0M |
| Capital Advisors Wealth Management, LLC | 0.20% | Add +55.6% | 9,934 | $1.0M |
| Kathmere Capital Management, LLC | 0.11% | Reduce -0.5% | 9,897 | $998K |
| James Investment Research, Inc. | 0.12% | Add +11.4% | 9,819 | $990K |
| RDA Financial Network | 0.32% | Reduce -5.1% | 9,786 | $987K |
| Cornerstone Wealth Group, LLC | 0.09% | Reduce -8.3% | 9,756 | $984K |
| Commerce Bank | 0.01% | Reduce -4.1% | 9,754 | $984K |
| Roffman Miller Associates Inc. | 0.06% | Add +0.9% | 9,704 | $979K |
| Asset Management Group, Inc. | 0.15% | No change | 9,607 | $969K |
| Roof Eidam Maycock Peralta, LLC | 0.26% | No change | 9,560 | $964K |
| Basepoint Wealth LLC | 0.75% | Reduce -6.7% | 9,482 | $956K |
| SignalPoint Asset Management, LLC | 0.26% | Add +2.3% | 9,481 | $956K |
| Sunburst Financial Group, LLC | 0.26% | No change | 9,478 | $956K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 9,430 | $951K |
| Florida Trust Wealth Management Co | 0.03% | No change | 9,427 | $951K |
| Woodmont Investment Counsel LLC | 0.08% | Add +1.4% | 9,426 | $951K |
| Aprio Wealth Management, LLC | 0.17% | Reduce -1.0% | 9,364 | $944K |
| Midwest Financial Group LLC | 0.60% | Add +19.7% | 9,353 | $943K |
| Cynosure Group, LLC | 0.15% | Reduce -0.5% | 9,347 | $943K |
| Islay Capital Management, LLC | 0.68% | Reduce -14.6% | 9,338 | $942K |
| Capital Square, LLC | 0.61% | Add +14.0% | 9,200 | $937K |
| Hilltop Wealth Advisors, LLC | 0.47% | Reduce -3.1% | 9,265 | $934K |
| Bank of Montreal | 0.00% | Add +7.5% | 9,176 | $929K |
| Gratus Capital, LLC | 0.04% | Reduce -0.3% | 9,185 | $926K |
| United Advisor Group, LLC | 0.29% | Add +66.8% | 9,104 | $918K |
| NWF Advisory Services Inc. | 0.14% | Reduce -3.7% | 9,033 | $911K |
| NewEdge Wealth, LLC | 0.02% | No change | 8,985 | $906K |
| Madison Park Capital Advisors, LLC | 0.76% | Add +8.2% | 8,974 | $905K |
| Sabal Trust CO | 0.05% | No change | 8,961 | $904K |
| Colorado Capital Management, Inc. | 0.50% | Add +10.7% | 8,946 | $902K |
| Cary Street Partners Asset Management LLC | 0.13% | Add +19.7% | 8,890 | $896K |
| Missouri Trust & Investment Co | 0.34% | Add +2.3% | 8,872 | $895K |
| Winslow Capital Management, LLC | 0.00% | New | 8,798 | $887K |
| Wealth Architects, LLC | 0.11% | No change | 8,793 | $887K |
| Redwood Financial Network Corp | 0.74% | Add +20.1% | 8,781 | $885K |
| Fortis Group Advisors, LLC | 0.18% | Add +7.8% | 8,756 | $883K |
| Planning Center, Inc. | 0.12% | New | 8,751 | $882K |
| Burt Wealth Advisors | 0.23% | Reduce -13.1% | 8,719 | $879K |
| Kelleher Financial Advisors | 0.36% | No change | 8,680 | $875K |
| Essex LLC | 0.19% | Reduce -0.2% | 8,643 | $872K |
| GS Investments, Inc. | 0.41% | Reduce -7.9% | 8,627 | $870K |
| Summit Financial Strategies, Inc. | 0.11% | Reduce -13.9% | 8,565 | $864K |
| Windsor Advisory Group, LLC | 1.73% | No change | 8,546 | $862K |
| Financial Life Advisors | 0.35% | Reduce -0.1% | 8,501 | $857K |
| Equita Financial Network, Inc. | 0.36% | New | 8,498 | $857K |
| AQR Capital Management | 0.00% | Reduce -2.6% | 8,495 | $857K |
| Castle Wealth Management LLC | 0.41% | Reduce -31.1% | 8,471 | $855K |
| Headinvest, LLC | 0.16% | Reduce -5.7% | 8,258 | $833K |
| Financial Sense Advisors, Inc. | 0.26% | Add +11.1% | 8,255 | $832K |
| Relyea Zuckerberg Hanson LLC | 0.14% | Add +200.0% | 8,250 | $832K |
| Colton Groome Financial Advisors, LLC | 0.33% | Reduce -3.4% | 8,210 | $828K |
| Legend Financial Advisors, Inc. | 0.59% | No change | 8,199 | $827K |
| ARK & TLK Investments, LLC | 0.31% | No change | 8,174 | $824K |
| CIC Wealth, LLC | 0.23% | Reduce -0.1% | 8,165 | $823K |
| AlphaCore Capital LLC | 0.20% | Reduce -1.2% | 8,146 | $822K |
| Prospera Financial Services Inc | 0.02% | Add +73.8% | 8,145 | $822K |
| Abound Wealth Management | 0.30% | Add +1.7% | 8,095 | $816K |
| Merit Financial Group, LLC | 0.02% | Reduce -0.4% | 8,006 | $807K |
| Aurora Private Wealth, Inc. | 0.70% | Add +0.9% | 7,959 | $803K |
| KCM Investment Advisors LLC | 0.03% | No change | 7,956 | $802K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 7,926 | $799K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.9% | 7,832 | $790K |
| NBT Bank, N.A. | 0.06% | Add +22.2% | 7,821 | $789K |
| SevenBridge Financial Group, LLC | 0.17% | Add +1.9% | 8,430 | $789K |
| Alpha Omega Wealth Management LLC | 0.15% | Reduce -2.0% | 7,779 | $784K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -11.7% | 7,760 | $783K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -1.4% | 7,744 | $782K |
| Wealthspire Advisors, LLC | 0.01% | Add +4.1% | 7,723 | $779K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.22% | New | 7,686 | $776K |
| Fortitude Advisory Group L.L.C. | 0.46% | Reduce -3.4% | 7,617 | $768K |
| CGN Advisors LLC | 0.09% | Add +3.4% | 7,590 | $765K |
| HBW Advisory Services LLC | 0.13% | New | 7,583 | $765K |
| Callan Capital, LLC | 0.06% | Add +51.5% | 7,456 | $752K |
| Altfest L J & Co. Inc. | 0.10% | No change | 7,447 | $751K |
| Smart Portfolios, LLC | 0.75% | Add +5.5% | 7,395 | $746K |
| New Century Financial Group, LLC | 0.32% | New | 7,387 | $745K |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -34.7% | 7,386 | $745K |
| Cedrus LLC | 0.37% | Add +207.1% | 7,376 | $744K |
| IFG Advisory, LLC | 0.05% | New | 7,315 | $738K |
| Formidable Asset Management, LLC | 0.12% | New | 7,309 | $737K |
| Oarsman Capital, Inc. | 0.16% | Add +0.5% | 7,305 | $737K |
| Mission Wealth Management, LP | 0.02% | Reduce -89.3% | 7,280 | $734K |
| Clifford Swan Investment Counsel LLC | 0.03% | Reduce -0.7% | 7,278 | $734K |
| Integrity Financial Corp | 0.46% | Add +3.8% | 7,254 | $731K |
| Two West Capital Advisors LLC | 0.70% | — | 7,249 | $731K |
| Clarity Capital Advisors, LLC | 0.56% | No change | 7,228 | $729K |
| OMC Financial Services LTD | 0.34% | Add +33.3% | 7,213 | $727K |
| NorthStar Asset Management LLC | 0.50% | Reduce -0.5% | 7,206 | $727K |
| Insight Wealth Partners, LLC | 0.47% | Add +39.0% | 7,201 | $726K |
| Clear Investment Research, LLC | 0.94% | Reduce -0.8% | 7,158 | $722K |
| Parallel Advisors, LLC | 0.02% | Reduce -2.0% | 7,109 | $717K |
| Adero Partners, LLC | 0.05% | Reduce -0.7% | 7,092 | $715K |
| Element Wealth, LLC | 0.40% | No change | 7,079 | $714K |
| Goldstein Advisors, LLC | 0.12% | Add +1.4% | 7,054 | $711K |
| Lederer & Associates Investment Counsel | 0.51% | Reduce -1.8% | 7,054 | $711K |
| CreativeOne Wealth, LLC | 0.04% | Reduce -78.2% | 7,041 | $710K |
| NorthCoast Asset Management LLC | 0.01% | Add +4.3% | 7,031 | $709K |
| Lutz Financial Services LLC | 0.06% | No change | 7,019 | $708K |
| Quadrant Private Wealth Management, LLC | 0.16% | New | 6,988 | $705K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -10.9% | 6,991 | $705K |
| Twelve Points Wealth Management LLC | 0.25% | No change | 6,978 | $704K |
| Wescott Financial Advisory Group, LLC | 0.08% | Add +3.1% | 6,917 | $698K |
| Arkadios Wealth Advisors | 0.05% | Add +27.8% | 6,909 | $697K |
| Asset Allocation Strategies LLC | 0.23% | New | 6,867 | $693K |
| Associated Banc-Corp | 0.02% | Reduce -1.9% | 6,786 | $684K |
| LifeSteps Financial, Inc. | 0.56% | Reduce -2.2% | 6,776 | $683K |
| ZynergyRetirementPlanningLLC | 0.51% | — | 6,659 | $671K |
| SpiderRock Advisors, LLC | 0.02% | Reduce -29.0% | 6,639 | $669K |
| Northwest Capital Management Inc | 0.24% | Reduce -0.1% | 6,631 | $669K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -2.4% | 6,610 | $667K |
| Marcum Wealth, LLC | 0.07% | Add +42.2% | 6,525 | $658K |
| SYM FINANCIAL Corp | 0.10% | Reduce -35.0% | 6,523 | $658K |
| Resurgent Financial Advisors LLC | 0.41% | Reduce -25.3% | 6,509 | $656K |
| Granite Bay Wealth Management, LLC | 0.35% | Reduce -11.8% | 6,483 | $654K |
| Fulcrum Equity Management | 0.58% | New | 6,447 | $650K |
| L. Roy Papp & Associates, LLP | 0.08% | Reduce -1.9% | 6,440 | $649K |
| Quotient Wealth Partners, LLC | 0.02% | New | 6,402 | $646K |
| Crescent Grove Advisors, LLC | 0.07% | No change | 6,331 | $639K |
| Everett Harris & Co. | 0.01% | Add +27.8% | 6,327 | $638K |
| Ruggaard & Associates LLC | 0.29% | No change | 6,320 | $637K |
| Whitener Capital Management, Inc. | 0.19% | Reduce -0.5% | 6,319 | $637K |
| Strategic Investment Solutions, Inc. | 0.21% | — | 4,907 | $637K |
| Total Investment Management Inc. | 0.08% | Reduce -1.7% | 6,270 | $632K |
| Axxcess Wealth Management, LLC | 0.02% | Add +35.4% | 6,240 | $629K |
| REDW Wealth LLC | 0.16% | No change | 6,235 | $629K |
| Ergawealth Advisors, Inc. | 0.34% | Add +19.7% | 6,229 | $628K |
| Ogorek Anthony Joseph /NY/ | 0.22% | No change | 6,171 | $622K |
| Banque Cantonale Vaudoise | 0.02% | Reduce -9.4% | 6,147 | $620K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.7% | 6,099 | $615K |
| Capital Insight Partners, LLC | 0.12% | Reduce -2.3% | 6,092 | $614K |
| Carolinas Wealth Consulting LLC | 0.12% | Reduce -6.0% | 6,078 | $613K |
| Front Row Advisors LLC | 0.21% | Reduce -4.9% | 6,072 | $613K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.6% | 6,045 | $610K |
| Emprise Bank | 0.37% | No change | 5,990 | $604K |
| Baird Financial Group, Inc. | 0.00% | Reduce -27.7% | 5,989 | $604K |
| Aspire Wealth Management Corp | 0.34% | Add +8.4% | 5,949 | $600K |
| Spire Wealth Management | 0.02% | Reduce -16.3% | 5,911 | $596K |
| Owen LaRue, LLC | 0.37% | Reduce -6.4% | 5,893 | $594K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 5,868 | $592K |
| Fort Sheridan Advisors LLC | 0.10% | Add +81.2% | 5,864 | $591K |
| Wedmont Private Capital | 0.04% | Add +0.1% | 5,679 | $591K |
| Members Trust Co | 0.02% | Add +28.0% | 5,855 | $590K |
| 1832 Asset Management L.P. | 0.00% | No change | 5,830 | $588K |
| WealthPLAN Partners, LLC | 0.06% | Add +6.3% | 5,818 | $587K |
| Soltis Investment Advisors LLC | 0.06% | Reduce -1.7% | 5,800 | $585K |
| Fiduciary Family Office, LLC | 0.23% | Add +13.1% | 5,796 | $584K |
| Qube Research & Technologies Ltd | 0.00% | Add +862.5% | 5,775 | $582K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +104.4% | 5,767 | $582K |
| Stonebrook Private Inc. | 0.17% | Add +15.4% | 5,696 | $574K |
| Hoey Investments, Inc. | 0.11% | Add +69.5% | 5,670 | $572K |
| Capital Advisors Inc. | 0.01% | Reduce -7.3% | 5,665 | $571K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | No change | 5,648 | $570K |
| Facet Wealth, Inc. | 0.02% | Add +0.4% | 5,830 | $568K |
| Planning Capital Management Corp | 0.40% | No change | 5,629 | $568K |
| Evensky & Katz LLC | 0.04% | No change | 5,624 | $567K |
| Beacon Financial Group | 0.06% | Add +0.7% | 5,604 | $565K |
| NorthRock Partners, LLC | 0.02% | Add +11.8% | 5,551 | $560K |
| SOL Capital Management CO | 0.07% | Add +0.6% | 5,515 | $556K |
| First Western Trust Bank | 0.03% | No change | 5,481 | $553K |
| RBA Wealth Management, LLC | 0.22% | Add +0.9% | 5,474 | $552K |
| Econ Financial Services Corp | 0.34% | Add +3.7% | 5,467 | $551K |
| Synergy Financial Group, LTD | 0.58% | Reduce -1.0% | 5,443 | $549K |
| Greenwood Gearhart LLC | 0.05% | Reduce -1.9% | 5,439 | $548K |
| Pennsylvania Capital Management Inc. | 0.21% | Add +0.9% | 5,406 | $545K |
| Plante Moran Financial Advisors, LLC | 0.05% | Add +37.1% | 5,394 | $544K |
| TFB Advisors LLC | 0.18% | Reduce -0.5% | 5,379 | $542K |
| Scotia Capital Inc. | 0.00% | No change | 5,377 | $542K |
| Burney Co./ | 0.02% | No change | 5,355 | $540K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 5,326 | $537K |
| TCI Wealth Advisors, Inc. | 0.05% | Reduce -16.1% | 5,325 | $537K |
| West Branch Capital LLC | 0.20% | No change | 5,318 | $536K |
| Lakeridge Wealth Management LLC | 0.32% | Reduce -8.1% | 5,309 | $535K |
| Wolverine Trading, LLC | 0.01% | Reduce -34.2% | 5,295 | $534K |
| SRH Advisors, LLC | 0.18% | No change | 5,290 | $533K |
| JT Stratford LLC | 0.10% | New | 5,204 | $525K |
| MBE Wealth Management, LLC | 0.32% | Reduce -8.5% | 5,166 | $521K |
| Cabot Wealth Management Inc. | 0.07% | Reduce -4.2% | 5,143 | $519K |
| Pinion Investment Advisors, LLC | 0.26% | No change | 5,142 | $519K |
| D L Carlson Investment Group Inc. | 0.10% | Reduce -7.3% | 5,132 | $517K |
| First Trust Direct Indexing L.P. | 0.03% | New | 5,119 | $516K |
| Westmount Partners, LLC | 0.17% | Add +0.0% | 5,024 | $511K |
| Gallacher Capital Management LLC | 0.27% | No change | 5,064 | $511K |
| Lantern Wealth Advisors, LLC | 0.37% | Add +2.2% | 5,016 | $506K |
| Tiller Private Wealth, Inc. | 0.22% | Add +10.5% | 5,004 | $505K |
| NWK Group, Inc. | 0.21% | No change | 5,001 | $504K |
| Boyce & Associates Wealth Consulting, Inc. | 0.59% | No change | 4,971 | $501K |
| Accel Wealth Management | 0.20% | Add +70.3% | 4,934 | $498K |
| Bond & Devick Financial Network, Inc. | 0.27% | No change | 4,930 | $497K |
| New Insight Wealth Advisors | 0.29% | Add +34.0% | 4,916 | $496K |
| WealthCare Investment Partners, LLC | 0.23% | Add +0.8% | 4,884 | $492K |
| International Assets Investment Management, LLC | 0.05% | Reduce -14.3% | 4,867 | $491K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +9.0% | 4,828 | $487K |
| SMART Wealth LLC | 0.20% | Add +0.4% | 4,796 | $484K |
| Pathway Financial Advisors LLC | 0.13% | No change | 4,795 | $484K |
| Roundview Capital LLC | 0.04% | No change | 4,791 | $483K |
| Avity Investment Management Inc. | 0.04% | Reduce -15.0% | 4,775 | $482K |
| Smith Chas P & Associates Pa Cpas | 0.03% | No change | 4,756 | $480K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.03% | No change | 4,756 | $480K |
| WMG Financial Advisors, LLC | 0.25% | Reduce -10.5% | 4,743 | $478K |
| Financial Consulate, Inc. | 0.14% | Reduce -7.1% | 4,728 | $477K |
| IVC Wealth Advisors LLC | 0.27% | Reduce -2.5% | 4,724 | $476K |
| Belpointe Asset Management LLC | 0.03% | Add +0.8% | 4,698 | $474K |
| Valicenti Advisory Services Inc. | 0.13% | Reduce -0.9% | 4,672 | $471K |
| Klingman & Associates, LLC | 0.03% | Reduce -5.6% | 4,658 | $470K |
| Legacy Edge Advisors, LLC | 0.09% | Reduce -17.8% | 4,651 | $469K |
| Atlas Financial Advisors, Inc. | 0.77% | Reduce -5.0% | 4,636 | $467K |
| Pure Financial Advisors, LLC | 0.01% | Add +8.8% | 4,628 | $467K |
| Moneco Advisors, LLC | 0.07% | Reduce -10.2% | 4,622 | $466K |
| Wealthspan Partners, LLC | 0.25% | Add +27.0% | 4,580 | $462K |
| Alpha Financial Advisors, LLC | 0.22% | No change | 4,572 | $461K |
| Good Life Advisors, LLC | 0.04% | No change | 4,559 | $460K |
| Princeton Global Asset Management LLC | 0.10% | No change | 4,525 | $456K |
| Retireful, LLC | 0.21% | New | 4,460 | $450K |
| Accurate Wealth Management, LLC | 0.11% | Add +2.0% | 4,294 | $449K |
| Glenview Trust Co | 0.01% | No change | 4,431 | $447K |
| Tranquility Partners, LLC | 0.17% | Reduce -9.2% | 4,420 | $446K |
| Maia Wealth LLC | 0.13% | — | 4,263 | $445K |
| Caprock Group, LLC | 0.02% | New | 4,392 | $443K |
| Secure Asset Management, LLC | 0.08% | Add +22.8% | 4,394 | $443K |
| Annandale Capital, LLC | 0.09% | New | 4,345 | $438K |
| Moneywise, Inc. | 0.23% | No change | 4,303 | $434K |
| LGT Financial Advisors LLC | 0.92% | Reduce -46.3% | 4,301 | $434K |
| Ironwood Financial, llc | 0.10% | Add +0.1% | 4,276 | $431K |
| Global Assets Advisory, LLC | 0.68% | No change | 4,256 | $429K |
| Knuff & Co LLC | 0.14% | New | 4,251 | $429K |
| Private Trust Co. NA | 0.05% | Add +101.3% | 4,212 | $425K |
| North Star Asset Management Inc. | 0.02% | Reduce -12.9% | 4,193 | $423K |
| Advisor OS, LLC | 0.05% | Reduce -15.6% | 4,180 | $422K |
| Geometric Wealth Advisors | 0.09% | No change | 4,172 | $421K |
| Wealth Group, Ltd. | 0.30% | Reduce -5.6% | 4,154 | $419K |
| American Financial Advisors, LLC | 0.06% | Add +8.5% | 4,145 | $418K |
| Glassman Wealth Services | 0.08% | Add +3.0% | 4,145 | $418K |
| BNP Paribas Financial Markets | 0.00% | New | 4,142 | $418K |
| Carnegie Investment Counsel | 0.01% | Reduce -88.8% | 4,135 | $417K |
| Ritholtz Wealth Management | 0.01% | Reduce -23.7% | 4,134 | $417K |
| Freestone Capital Holdings, LLC | 0.01% | Add +0.0% | 4,124 | $416K |
| Hazlett, Burt & Watson, Inc. | 0.21% | No change | 4,101 | $414K |
| HUB Investment Partners, LLC | 0.02% | Reduce -3.4% | 4,095 | $413K |
| Hutchens & Kramer Investment Management Group, LLC | 0.23% | Reduce -2.0% | 4,062 | $413K |
| KFA Private Wealth Group, LLC | 0.21% | Reduce -4.6% | 4,085 | $412K |
| Finer Wealth Management, Inc. | 0.26% | Add +2.4% | 4,052 | $409K |
| Empower Advisory Group, LLC | 0.00% | Add +17.9% | 4,043 | $408K |
| G2 Capital Management, LLC / Oh | 0.13% | No change | 4,023 | $406K |
| Citizens Financial Group Inc. | 0.01% | New | 4,014 | $405K |
| Lantz Financial LLC | 0.13% | No change | 4,013 | $405K |
| Praetorian Wealth Management, Inc. | 0.10% | New | 3,991 | $402K |
| Evergreen Capital Management LLC | 0.01% | Add +3.3% | 3,964 | $400K |
| Fairman Group, LLC | 0.40% | Reduce -2.6% | 3,945 | $398K |
| Sharkey, Howes & Javer | 0.06% | No change | 3,948 | $398K |
| Smith Salley Wealth Management | 0.03% | Add +2.0% | 3,888 | $392K |
| Saxon Interests, Inc. | 0.19% | Add +72.3% | 3,869 | $390K |
| Fortis Advisors, LLC | 0.27% | Add +11.4% | 3,858 | $389K |
| Trust Point Inc. | 0.03% | New | 3,853 | $389K |
| HTLF Bank | 0.04% | Reduce -66.2% | 3,809 | $384K |
| Arkos Global Advisors | 0.06% | No change | 3,800 | $383K |
| American Financial & Tax Strategies Inc. | 0.20% | Reduce -4.2% | 3,792 | $382K |
| Barlow Wealth Partners, LLC | 0.05% | New | 3,886 | $382K |
| Diversified Investment Strategies, LLC | 0.27% | Add +6.4% | 3,788 | $382K |
| Hamilton Capital, LLC | 0.03% | Reduce -20.9% | 3,765 | $380K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 3,754 | $379K |
| Prosperity Consulting Group, LLC | 0.05% | No change | 3,751 | $378K |
| Zacks Investment Management | 0.00% | Reduce -11.1% | 3,737 | $377K |
| Omega Financial Group, LLC | 0.15% | Reduce -1.5% | 3,721 | $375K |
| Heritage Wealth Partners, LLC | 0.54% | New | 3,718 | $375K |
| Truepoint, Inc. | 0.01% | Add +12.2% | 3,708 | $374K |
| Affiance Financial, LLC | 0.10% | Reduce -6.3% | 3,706 | $374K |
| Keybank National Association | 0.00% | Reduce -9.0% | 3,686 | $372K |
| Focused Wealth Management, Inc | 0.05% | Add +0.1% | 3,653 | $368K |
| Delta Asset Management LLC | 0.03% | No change | 3,650 | $368K |
| White Lighthouse Investment Management Inc. | 0.07% | Add +1.0% | 3,647 | $368K |
| Capital Analysts, LLC | 0.02% | Add +686.4% | 3,633 | $366K |
| Access Financial Services, Inc. | 0.17% | No change | 3,620 | $365K |
| Chartist Inc. | 0.19% | No change | 4,799 | $365K |
| Hohimer Wealth Management, LLC | 0.08% | No change | 3,600 | $363K |
| CPC Advisors, LLC | 0.06% | No change | 3,585 | $362K |
| Vectors Research Management, LLC | 0.11% | No change | 3,525 | $355K |
| Ahl Investment Management, Inc. | 0.26% | No change | 3,510 | $354K |
| Independent Wealth Network Inc. | 0.17% | Add +1.3% | 3,507 | $354K |
| LaFleur & Godfrey LLC | 0.05% | Add +0.1% | 3,504 | $353K |
| TPG Advisors LLC | 0.30% | — | 3,471 | $350K |
| Waterfront Wealth Inc. | 0.09% | No change | 3,460 | $349K |
| Bellevue Asset Management, LLC | 0.19% | Add +22.3% | 3,454 | $348K |
| Mitchell Sinkler & Starr | 0.09% | Add +9.2% | 3,443 | $348K |
| BIP Wealth, LLC | 0.03% | Add +1.9% | 3,434 | $346K |
| SOA Wealth Advisors, LLC. | 0.07% | No change | 3,431 | $346K |
| Pursue Wealth Partners LLC | 0.19% | No change | 3,430 | $346K |
| CX Institutional | 0.02% | Reduce -1.6% | 3,422 | $345K |
| Alliancebernstein L.P. | 0.00% | New | 3,411 | $344K |
| Gsa Capital Partners LLP | 0.02% | Reduce -81.1% | 3,400 | $343K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.6% | 3,398 | $343K |
| Stokes Family Office, LLC | 0.04% | Add +17.1% | 3,386 | $341K |
| Baker Tilly Wealth Management, LLC | 0.14% | No change | 3,374 | $340K |
| BlackRock Inc. | 0.00% | Add +54.4% | 3,371 | $340K |
| Annex Advisory Services, LLC | 0.01% | Reduce -10.3% | 3,358 | $339K |
| AMG National Trust Bank | 0.01% | No change | 3,276 | $330K |
| Stephens Inc. | 0.01% | Add +5.9% | 3,237 | $326K |
| Grey Fox Wealth Advisors, LLC | 0.11% | No change | 3,206 | $324K |
| SteelPeak Wealth, LLC | 0.01% | Add +38.1% | 3,150 | $318K |
| Precedent Wealth Partners, LLC | 0.13% | New | 3,146 | $317K |
| Waterford Advisors, LLC | 0.13% | No change | 3,145 | $317K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -5.2% | 3,132 | $316K |
| Quadcap Wealth Management, LLC | 0.06% | Add +4.0% | 3,122 | $315K |
| Wealth Management Resources, Inc. | 0.14% | Reduce -14.8% | 3,121 | $315K |
| Hudock, Inc. | 0.06% | No change | 3,118 | $314K |
| Coordinated Financial Services, Inc. | 0.27% | Reduce -7.0% | 3,104 | $313K |
| Flagship Private Wealth, LLC | 0.19% | Reduce -9.2% | 3,103 | $313K |
| FinTrust Capital Advisors, LLC | 0.06% | Reduce -1.6% | 3,093 | $312K |
| Forum Financial Management, LP | 0.01% | New | 3,071 | $310K |
| Seneca House Advisors | 0.13% | Reduce -9.9% | 3,046 | $307K |
| Stewardship Advisors, LLC | 0.10% | New | 3,037 | $306K |
| Ehrlich Financial Group | 0.24% | Add +16.2% | 3,034 | $306K |
| Wealth Effects LLC | 0.11% | Add +28.9% | 3,032 | $306K |
| Diversify Wealth Management, LLC | 0.04% | — | 3,293 | $305K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 3,001 | $303K |
| Paladin Advisory Group, LLC | 0.24% | Reduce -2.5% | 2,969 | $302K |
| Aspen Investment Management Inc | 0.15% | Add +18.5% | 2,987 | $301K |
| Bell Investment Advisors, Inc | 0.06% | New | 2,961 | $299K |
| BNC Wealth Management, LLC | 0.11% | No change | 2,946 | $297K |
| Mason & Associates Inc | 0.08% | Add +0.5% | 2,892 | $292K |
| Oldfather Financial Services, LLC | 0.12% | Reduce -6.5% | 2,884 | $291K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -11.9% | 2,840 | $286K |
| American Money Management, LLC | 0.06% | Reduce -22.0% | 2,794 | $282K |
| McCarthy & Cox | 0.11% | No change | 2,766 | $279K |
| Private Ocean, LLC | 0.02% | Add +4.2% | 2,764 | $279K |
| Evanson Asset Management, LLC | 0.02% | New | 2,743 | $277K |
| Richard P Slaughter Associates Inc | 0.07% | Reduce -2.9% | 2,741 | $276K |
| GoalVest Advisory LLC | 0.09% | No change | 2,724 | $275K |
| Adamsbrown Wealth Consultants LLC | 0.11% | Reduce -15.4% | 2,724 | $275K |
| PFG Investments, LLC | 0.02% | Reduce -91.9% | 2,704 | $273K |
| Columbia Bank | 0.10% | No change | 2,685 | $271K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 2,672 | $269K |
| Albion Financial Group | 0.02% | Reduce -1.8% | 2,661 | $268K |
| Patrick M Sweeney & Associates, Inc. | 0.22% | Add +5.0% | 2,750 | $267K |
| McDonald Partners LLC | 0.07% | No change | 2,650 | $267K |
| Private Management Group Inc. | 0.01% | No change | 2,647 | $267K |
| Merriman Wealth Management, LLC | 0.01% | No change | 2,636 | $266K |
| Earned Wealth Advisors, LLC | 0.10% | New | 2,638 | $266K |
| Pinkerton Wealth, LLC | 0.04% | Add +0.0% | 2,638 | $266K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -7.5% | 2,637 | $266K |
| Equitable Trust Co. | 0.02% | No change | 2,632 | $265K |
| Evermay Wealth Management LLC | 0.04% | No change | 2,628 | $265K |
| Atlas Brown,Inc. | 0.09% | No change | 2,614 | $264K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -1.9% | 2,576 | $260K |
| Chilton Capital Management LLC | 0.01% | New | 2,563 | $258K |
| Smartleaf Asset Management LLC | 0.04% | Reduce -0.2% | 2,541 | $258K |
| Brightwater Advisory LLC | 0.20% | Reduce -1.0% | 2,544 | $257K |
| ETF Store, Inc. | 0.26% | Reduce -20.3% | 2,542 | $256K |
| Riverstone Advisors, LLC | 0.16% | No change | 2,540 | $256K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -1.7% | 2,519 | $254K |
| Ascension Capital Advisors, Inc. | 0.13% | Add +0.7% | 2,517 | $254K |
| Brickley Wealth Management | 0.06% | Add +0.2% | 2,514 | $253K |
| Canandaigua National Bank & Trust Co. | 0.03% | No change | 2,484 | $250K |
| Trust Co of the South | 0.06% | No change | 2,480 | $250K |
| VestGen Investment Management | 0.07% | No change | 2,477 | $250K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -49.2% | 2,469 | $249K |
| Pegasus Asset Management, Inc. | 0.08% | No change | 2,468 | $249K |
| Check Capital Management Inc. | 0.02% | No change | 2,450 | $247K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.4% | 2,450 | $247K |
| Stolper Co | 0.09% | Reduce -2.7% | 2,444 | $246K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 2,429 | $245K |
| Cannon Financial Strategists, Inc. | 0.05% | No change | 2,423 | $244K |
| LexAurum Advisors, LLC | 0.06% | Reduce -0.2% | 2,417 | $244K |
| Strategic Equity Management | 0.16% | New | 2,397 | $242K |
| Palisade Asset Management, LLC | 0.02% | No change | 2,371 | $239K |
| Investments & Financial Planning, LLC | 0.16% | No change | 2,363 | $238K |
| GC Wealth Management RIA, LLC | 0.05% | New | 2,362 | $238K |
| Pinnacle Bancorp, Inc. | 0.07% | Add +20.8% | 2,359 | $238K |
| Morton Brown Family Wealth, LLC | 0.09% | Add +9.8% | 2,344 | $237K |
| Rice Partnership, LLC | 0.05% | No change | 2,284 | $230K |
| Bishop & Co Investment Management, LLC | 0.14% | No change | 2,283 | $230K |
| Red Door Wealth Management, LLC | 0.04% | No change | 2,276 | $230K |
| Continuum Advisory, LLC | 0.03% | Reduce -4.3% | 2,267 | $229K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 2,258 | $228K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,251 | $227K |
| Mirador Capital Partners LP | 0.04% | Reduce -2.7% | 2,244 | $226K |
| First Pacific Financial | 0.06% | Reduce -11.4% | 2,235 | $225K |
| Insight Wealth Strategies, LLC | 0.03% | No change | 2,223 | $224K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 2,220 | $224K |
| Hartline Investment Corp./ | 0.03% | Reduce -89.0% | 2,218 | $224K |
| Luts & Greenleigh Group, Inc. | 0.23% | — | 2,214 | $223K |
| Mosaic Family Wealth Partners, LLC | 0.04% | No change | 2,210 | $223K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -7.3% | 2,209 | $223K |
| Fonville Wealth Management LLC | 0.09% | Reduce -1.6% | 2,199 | $222K |
| Belvedere Trading LLC | 0.01% | Add +35.9% | 2,194 | $221K |
| Operose Advisors LLC | 0.08% | No change | 2,178 | $220K |
| Rodgers & Associates, LTD | 0.03% | Reduce -21.3% | 2,170 | $219K |
| Gradient Investments LLC | 0.00% | Reduce -17.3% | 2,169 | $219K |
| SkyView Investment Advisors, LLC | 0.04% | New | 2,153 | $217K |
| Blue Trust, Inc. | 0.00% | Add +2.4% | 2,326 | $216K |
| Copperwynd Financial, LLC | 0.07% | New | 2,149 | $215K |
| Carlson Capital Management | 0.01% | New | 2,118 | $214K |
| Beacon Financial Advisory LLC | 0.08% | New | 2,117 | $213K |
| Summit Wealth Group, LLC | 0.06% | New | 2,114 | $213K |
| Wealthfront Advisers LLC | 0.00% | New | 2,107 | $212K |
| Wayfinding Financial, LLC | 0.12% | New | 2,102 | $212K |
| ForthRight Wealth Management, LLC | 0.08% | New | 2,093 | $211K |
| TNF LLC | 0.08% | New | 2,142 | $211K |
| Plan Group Financial, LLC | 0.13% | New | 2,085 | $210K |
| William Howard & Co Financial Advisors Inc | 0.19% | New | 2,076 | $209K |
| WASHINGTON TRUST Co | 0.01% | Add +370.9% | 2,072 | $209K |
| Investment Advisory Group, LLC | 0.08% | Reduce -12.9% | 2,068 | $209K |
| Beacon Financial Strategies CORP | 0.15% | New | 2,044 | $206K |
| First Heartland Consultants, Inc. | 0.02% | New | 2,030 | $205K |
| Fragasso Financial Advisors Inc | 0.02% | New | 2,025 | $204K |
| Elevation Wealth Partners, LLC | 0.10% | No change | 2,023 | $204K |
| SMI Advisory Services, LLC | 0.05% | New | 1,937 | $203K |
| Columbus Macro, LLC | 0.08% | Reduce -8.3% | 2,007 | $203K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -90.0% | 2,008 | $202K |
| Obermeyer Wealth Partners | 0.01% | Reduce -32.7% | 2,006 | $202K |
| Arista Wealth Management, LLC | 0.05% | New | 2,002 | $202K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 2,001 | $202K |
| American Institute for Advanced Investment Management, LLP | 0.15% | New | 2,000 | $202K |
| Prudent Investors Network, Inc. | 0.07% | New | 2,000 | $202K |
| PGIM Custom Harvest LLC | 0.00% | New | 1,998 | $201K |
| Godsey & Gibb, Inc. | 0.02% | Add +18.4% | 1,965 | $198K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,953 | $197K |
| Lynx Investment Advisory | 0.14% | — | 1,865 | $188K |
| Citizens National Bank Trust Department | 0.04% | No change | 1,863 | $188K |
| Fifth Third Bancorp | 0.00% | Add +8.8% | 1,855 | $187K |
| Palouse Capital Management, Inc. | 0.12% | Reduce -1.2% | 1,843 | $186K |
| HWG Holdings LP | 0.07% | — | 1,837 | $185K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -31.5% | 1,812 | $183K |
| Jamison Private Wealth Management, Inc. | 0.03% | Add +69.4% | 1,769 | $178K |
| Anchor Investment Management, LLC | 0.02% | Add +0.5% | 1,659 | $167K |
| Franklin Resources Inc. | 0.00% | No change | 1,654 | $167K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,645 | $166K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | No change | 1,609 | $162K |
| Coppell Advisory Solutions LLC | 0.03% | — | 1,541 | $155K |
| Global Wealth Strategies & Associates | 0.05% | No change | 1,446 | $146K |
| Clearstead Trust, LLC | 0.04% | No change | 1,439 | $145K |
| Pathway Financial Advisers, LLC | 0.05% | Add +41.2% | 1,326 | $133K |
| Avion Wealth | 0.04% | Add +17.0% | 1,302 | $131K |
| Johnson Financial Group, Inc. | 0.01% | No change | 1,273 | $129K |
| ORG Partners LLC | 0.02% | New | 1,246 | $127K |
| Tucker Asset Management LLC | 0.03% | No change | 1,222 | $123K |
| TD Capital Management LLC | 0.01% | No change | 1,220 | $123K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -49.6% | 1,155 | $116K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -17.6% | 1,145 | $116K |
| Main Street Group, LTD | 0.05% | Reduce -2.3% | 1,137 | $116K |
| Wolff Wiese Magana LLC | 0.09% | Add +4276.9% | 1,138 | $115K |
| Armor Investment Advisors, LLC | 0.05% | No change | 1,090 | $110K |
| Castleview Partners, LLC | 0.06% | New | 1,083 | $109K |
| Liberty Wealth Management LLC | 0.02% | New | 63,072 | $108K |
| PSI Advisors, LLC | 0.03% | Add +5.7% | 1,057 | $107K |
| Triad Wealth Partners, LLC | 0.05% | New | 1,005 | $101K |
| Cypress Capital Management LLC (WY) | 0.11% | Add +24900.0% | 1,000 | $101K |
| Mb, Levis & Associates, LLC | 0.05% | No change | 1,000 | $101K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 988 | $100K |
| Friedenthal Financial | 0.06% | Reduce -12.3% | 911 | $92K |
| Custom Portfolio Group LLC | 0.07% | No change | 896 | $90K |
| Evolution Advisers, Inc. | 0.05% | Reduce -20.6% | 880 | $88K |
| Salem Investment Counselors Inc. | 0.00% | Add +27.9% | 857 | $86K |
| JNBA Financial Advisors | 0.01% | Add +15.1% | 818 | $82K |
| Laurel Wealth Advisors LLC | 0.01% | Add +1.3% | 804 | $81K |
| Country Trust Bank | 0.00% | No change | 798 | $80K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 782 | $79K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +21.3% | 781 | $79K |
| C M Bidwell & Associates Ltd. | 0.05% | Add +39.6% | 769 | $78K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -22.0% | 753 | $76K |
| WR Wealth Planners, LLC | 0.02% | Add +27.0% | 730 | $74K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 720 | $73K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 714 | $72K |
| Balefire, LLC | 0.03% | Add +811.5% | 711 | $72K |
| Beacon Capital Management, LLC | 0.01% | No change | 702 | $71K |
| Briaud Financial Planning Inc | 0.04% | No change | 684 | $68K |
| Financial Freedom, LLC | 0.04% | No change | 673 | $68K |
| Bangor Savings Bank | 0.01% | No change | 660 | $67K |
| Financial Network Wealth Advisors LLC | 0.05% | New | 654 | $63K |
| Hexagon Capital Partners LLC | 0.01% | New | 603 | $61K |
| Blume Capital Management, Inc. | 0.01% | No change | 600 | $61K |
| Anfield Capital Management, LLC | 0.03% | New | 591 | $60K |
| Horizon Financial Services, LLC | 0.04% | No change | 583 | $59K |
| Kozak & Associates, Inc. | 0.01% | No change | 567 | $59K |
| City Holding Co. | 0.01% | No change | 542 | $55K |
| Quent Capital, LLC | 0.01% | No change | 522 | $53K |
| HighMark Wealth Management LLC | 0.03% | No change | 510 | $51K |
| Bokf, NA | 0.00% | Add +9.8% | 503 | $51K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 480 | $48K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 478 | $48K |
| Lanark Financial, Inc. | 0.00% | No change | 477 | $48K |
| Caitlin John, LLC | 0.03% | No change | 470 | $47K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 463 | $47K |
| Mascoma Wealth Management LLC | 0.01% | No change | 460 | $46K |
| Creative Capital Management Investments LLC | 0.02% | No change | 456 | $46K |
| MCF Advisors LLC | 0.00% | No change | 453 | $46K |
| VitalStone Financial, LLC | 0.03% | New | 452 | $46K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +37.7% | 449 | $45K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Add +119.6% | 448 | $45K |
| Hanseatic Management Services Inc. | 0.07% | Reduce -0.2% | 438 | $44K |
| McIlrath & Eck, LLC | 0.01% | Reduce -12.3% | 437 | $44K |
| West Paces Advisors Inc. | 0.01% | No change | 427 | $43K |
| Avalon Trust Co | 0.00% | No change | 400 | $40K |
| M&R Capital Management Inc. | 0.01% | No change | 382 | $39K |
| Bessemer Group Inc. | 0.00% | Add +169.0% | 382 | $38K |
| Strategic Financial Concepts, LLC | 0.02% | Add +7976.9% | 577,662 | $36K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -21.9% | 356 | $36K |
| Trust Co | 0.00% | New | 356 | $36K |
| HM Payson & Co. | 0.00% | Reduce -0.3% | 353 | $36K |
| Founders Capital Management | 0.02% | No change | 350 | $35K |
| Roble, Belko & Company, Inc | 0.01% | No change | 339 | $34K |
| Tidemark, LLC | 0.02% | No change | 334 | $34K |
| ICA Group Wealth Management, LLC | 0.02% | Reduce -92.1% | 329 | $33K |
| CENTRAL TRUST Co | 0.00% | No change | 324 | $33K |
| Salomon & Ludwin, LLC | 0.00% | No change | 320 | $32K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 313 | $32K |
| MeadowBrook Investment Advisors LLC | 0.03% | No change | 311 | $31K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | No change | 331 | $31K |
| Tsfg, LLC | 0.01% | No change | 300 | $30K |
| St Germain D J Co. Inc. | 0.00% | No change | 273 | $28K |
| Phillips Financial Management, LLC | 0.00% | No change | 254 | $26K |
| Clean Yield Group | 0.01% | No change | 252 | $25K |
| WealthCollab, LLC | 0.02% | No change | 250 | $25K |
| Fairfield Financial Advisors, LTD | 0.01% | — | 247 | $25K |
| Pineridge Advisors LLC | 0.01% | Reduce -39.9% | 232 | $23K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 226 | $23K |
| Sandy Spring Bank | 0.00% | No change | 220 | $22K |
| Optimum Investment Advisors | 0.01% | No change | 219 | $22K |
| AllSquare Wealth Management LLC | 0.01% | No change | 212 | $21K |
| Raleigh Capital Management Inc. | 0.01% | No change | 211 | $21K |
| CGC Financial Services, LLC | 0.01% | No change | 200 | $20K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 195 | $20K |
| Kelly Financial Services LLC | 0.01% | Reduce -9.4% | 192 | $19K |
| Davis Capital Management | 0.02% | New | 185 | $19K |
| National Bank of Canada | 0.00% | No change | 178 | $18K |
| Archer Investment Corp | 0.01% | No change | 178 | $18K |
| CNB Bank | 0.01% | No change | 165 | $17K |
| Annapolis Financial Services, LLC | 0.01% | New | 156 | $16K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 150 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 143 | $14K |
| Heritage Wealth Advisors | 0.00% | No change | 130 | $13K |
| JDM Financial Group LLC | 0.01% | Reduce -46.2% | 128 | $13K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -75.6% | 126 | $13K |
| Key Financial Inc | 0.00% | Add +24.0% | 124 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 124 | $13K |
| Chesapeake Asset Management LLC | 0.01% | Reduce -16.9% | 123 | $12K |
| Horizon Investments, LLC | 0.00% | Reduce -4.8% | 118 | $12K |
| LRI Investments, LLC | 0.00% | No change | 112 | $11K |
| Wagner Wealth Management, LLC | 0.00% | Add +5.2% | 101 | $10K |
| PrairieView Partners, LLC | 0.00% | No change | 100 | $10K |
| EnRich Financial Partners LLC | 0.00% | No change | 88 | $9K |
| Semmax Financial Advisors Inc. | 0.00% | New | 79 | $8K |
| Gen-Wealth Partners Inc | 0.00% | Add +15.9% | 73 | $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 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 62 | $6K |
| Creekmur Asset Management LLC | 0.00% | No change | 60 | $6K |
| Camelot Portfolios, LLC | 0.00% | New | 56 | $6K |
| Ransom Advisory, Ltd | 0.00% | No change | 50 | $5K |
| Howe & Rusling Inc. | 0.00% | No change | 47 | $5K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 44 | $4K |
| Addison Advisors LLC | 0.00% | No change | 40 | $4K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 36 | $4K |
| Eagle Bay Advisors LLC | 0.00% | New | 35 | $4K |
| Quadrant Capital Group LLC | 0.00% | No change | 30 | $3K |
| Breakwater Investment Management | 0.00% | No change | 26 | $3K |
| SJS Investment Consulting Inc. | 0.00% | New | 20 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -63.6% | 20 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 17 | $2K |
| Concord Wealth Partners | 0.00% | No change | 14 | $1K |
| Whittier Trust Co. | 0.00% | New | 13 | $1K |
| Kessler Investment Group, LLC | 0.00% | No change | 12 | $1K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 7 | $707 |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 5 | $504 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 2 | $202 |
"% 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.