Schwab US Large-Cap GrowthSCHGETF
13F holders, Q4 2024 (December 31)1,386holders +156
110new positions
44sold out
6famous investors
$8.65avg. 13F price*
At the end of Q4 2024, 1,386 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings, up 156 from Q3 2024. 110 opened new positions and 44 sold out. The largest holders were Envestnet Asset Management Inc. ($1.2B), Financial Engines Advisors L.L.C. ($1.1B) and Mather Group, Llc. ($1.1B). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $88.5M |
| Exits | 44 | $90.4M |
All 13F filers, Q3 2024 → Q4 2024: 1,603,778,102 shares bought and 51,681,498 shares sold, net +1,552,096,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,386 holders
| Envestnet Asset Management Inc. | 0.38% | Reduce -2.9% | 42,485,323 | $1.2B |
| Financial Engines Advisors L.L.C. | 2.33% | Reduce -11.6% | 39,788,567 | $1.1B |
| Mather Group, Llc. | 14.17% | Add +0.3% | 39,195,946 | $1.1B |
| Sei Investments Co. | 1.37% | Reduce -0.2% | 38,159,110 | $1.1B |
| LPL Financial LLC | 0.25% | Add +28.4% | 22,053,161 | $614.6M |
| Mariner, LLC | 0.80% | No change | 17,176,803 | $478.7M |
| Avantax Planning Partners, Inc. | 15.44% | Reduce -1.5% | 15,371,381 | $428.4M |
| Raymond James Financial Inc. | 0.15% | — | 14,489,666 | $403.8M |
| Ameriprise Financial Inc. | 0.10% | Add +7.6% | 14,371,770 | $400.4M |
| Osaic Holdings, Inc. | 0.90% | Reduce -10.5% | 14,322,607 | $399.2M |
| Morgan Stanley | 0.02% | Add +31.8% | 10,931,853 | $304.7M |
| Fund Evaluation Group, LLC | 14.19% | Reduce -12.0% | 10,890,440 | $303.6M |
| OneDigital Investment Advisors LLC | 2.66% | Reduce -4.8% | 8,219,837 | $229.1M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +4.5% | 7,742,948 | $215.8M |
| McAdam, LLC | 11.59% | Add +3.1% | 7,620,902 | $212.4M |
| Cetera Investment Advisers | 0.43% | Reduce -1.0% | 7,304,069 | $203.6M |
| Bank of America Corp. | 0.02% | Reduce -2.5% | 7,110,164 | $198.2M |
| Cwm, LLC | 0.81% | Add +0.8% | 6,979,366 | $194.5M |
| MML Investors Services, LLC | 0.60% | Add +2.1% | 6,289,445 | $175.3M |
| JPMorgan Chase & Co. | 0.01% | Add +4.1% | 5,997,778 | $167.2M |
| NorthCoast Asset Management LLC | 0.80% | Add +20389.8% | 5,864,179 | $163.4M |
| Thrive Wealth Management, LLC | 25.70% | Add +0.1% | 5,128,931 | $142.9M |
| Moneta Group Investment Advisors LLC | 1.87% | Reduce -75.3% | 4,801,342 | $133.8M |
| Focus Financial Network, Inc. | 5.11% | Add +0.9% | 4,609,367 | $128.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -4.2% | 4,487,020 | $125.1M |
| HighTower Advisors, LLC | 0.17% | Add +2.6% | 4,458,615 | $124.3M |
| Avantax Advisory Services, Inc. | 0.72% | Add +22.5% | 4,132,097 | $115.2M |
| Marquette Asset Management, LLC | 18.32% | Add +2.6% | 4,028,428 | $112.3M |
| Commonwealth Equity Services, LLC | 0.16% | Add +3.0% | 3,918,674 | $109.2M |
| Beacon Pointe Advisors, LLC | 1.08% | Add +8.7% | 3,482,685 | $97.1M |
| HHM Wealth Advisors, LLC | 13.01% | Reduce -1.0% | 3,432,708 | $95.7M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Reduce -5.5% | 3,246,949 | $90.5M |
| Two Sigma Investments, LP | 0.22% | Add +78.2% | 3,204,323 | $89.3M |
| Financial Advisors, LLC | 17.04% | Reduce -3.8% | 3,187,865 | $88.8M |
| Wells Fargo & Company | 0.02% | Add +4.9% | 3,168,558 | $88.3M |
| Assetmark, Inc. | 0.24% | Reduce -7.4% | 3,121,781 | $87.0M |
| Rainey & Randall Wealth Advisors Inc. | 16.96% | Add +32.5% | 3,069,436 | $85.5M |
| Truist Financial Corp. | 0.13% | Add +4.4% | 3,006,792 | $83.8M |
| Clark Capital Management Group, Inc. | 0.58% | Add +3.5% | 2,978,909 | $83.0M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +17.9% | 2,971,333 | $82.8M |
| Cerity Partners LLC | 0.18% | Reduce -8.3% | 2,919,588 | $81.4M |
| Krilogy Financial LLC | 5.24% | Reduce -4.3% | 2,821,392 | $78.6M |
| Envestnet Portfolio Solutions, Inc. | 0.25% | Add +1.5% | 2,768,318 | $77.2M |
| Royal Bank of Canada | 0.02% | Add +5.2% | 2,765,394 | $77.1M |
| Legacy Financial Strategies, LLC | 16.48% | Add +3.7% | 2,749,443 | $76.5M |
| Brio Consultants, LLC | 11.26% | Reduce -0.3% | 2,581,833 | $72.0M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -8.1% | 2,481,627 | $69.1M |
| Lido Advisors, LLC | 0.43% | Add +1352.2% | 2,472,229 | $68.9M |
| Kestra Advisory Services, LLC | 0.36% | Reduce -15.6% | 2,322,893 | $64.7M |
| Dechtman Wealth Management, LLC | 12.34% | Add +23.8% | 2,290,663 | $63.8M |
| MAI Capital Management | 0.46% | Add +7.8% | 2,237,436 | $62.4M |
| United Capital Financial Advisors, LLC | 0.53% | Reduce -2.1% | 2,232,323 | $62.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.20% | Reduce -1.0% | 2,217,000 | $61.8M |
| HRC Wealth Management, LLC | 35.71% | Add +2.3% | 2,158,369 | $60.2M |
| Berger Financial Group, Inc | 4.12% | Add +7.0% | 2,139,171 | $59.6M |
| One Capital Management, LLC | 1.95% | Add +0.6% | 2,116,636 | $59.0M |
| Koshinski Asset Management, Inc. | 4.80% | Add +80952.1% | 1,563,819,806 | $56.1M |
| Angeles Wealth Management, LLC | 4.59% | Add +11.8% | 1,999,984 | $55.7M |
| Financial Counselors Inc. | 0.81% | Add +0.7% | 1,986,412 | $55.4M |
| Nadler Financial Group, Inc. | 5.79% | Add +1.5% | 1,971,311 | $54.9M |
| Northern Capital Management, Inc. | 32.71% | Reduce -1.0% | 1,913,968 | $53.3M |
| Prime Capital Investment Advisors, LLC | 0.77% | Reduce -3.4% | 1,905,763 | $53.1M |
| Visionary Wealth Advisors | 3.11% | Add +43.6% | 1,901,176 | $53.0M |
| Kelman-Lazarov, Inc. | 9.32% | Reduce -5.4% | 1,858,695 | $51.8M |
| Financial Management Professionals, Inc. | 6.46% | Add +1.3% | 1,834,971 | $51.1M |
| UBS Group AG | 0.01% | Add +4.2% | 1,830,285 | $51.0M |
| Creative Planning | 0.05% | Reduce -1.0% | 1,827,102 | $50.9M |
| Gemmer Asset Management LLC | 4.97% | Reduce -3.5% | 1,812,328 | $50.5M |
| Forte Capital LLC | 5.55% | Reduce -5.4% | 1,770,830 | $49.4M |
| Focus Partners Advisor Solutions, LLC | 0.83% | Add +247.8% | 1,765,494 | $49.2M |
| Advance Capital Management, Inc. | 2.24% | Add +9.9% | 1,755,024 | $48.9M |
| Main Street Financial Solutions, LLC | 4.76% | Add +5.7% | 1,731,835 | $48.3M |
| Burkett Financial Services, LLC | 19.60% | Reduce -3.6% | 1,720,426 | $47.9M |
| Integrated Wealth Concepts LLC | 0.56% | Add +12.3% | 1,717,408 | $47.9M |
| Cornerstone Wealth Advisors, Inc. | 13.07% | Reduce -3.2% | 1,708,473 | $47.6M |
| Park Avenue Securities LLC | 0.48% | Add +4.9% | 1,688,980 | $47.1M |
| Stifel Financial Corp. | 0.05% | Add +2.3% | 1,671,113 | $46.6M |
| Captrust Financial Advisors | 0.13% | Reduce -11.4% | 1,661,944 | $46.3M |
| Tradition Wealth Management, LLC | 4.03% | Reduce -1.9% | 1,642,174 | $45.8M |
| Rollins Financial Advisors, LLC | 6.92% | Add +2.2% | 1,589,809 | $44.3M |
| HB Wealth Management, LLC | 0.45% | Reduce -1.0% | 1,579,711 | $44.0M |
| XML Financial, LLC | 3.96% | Add +2.6% | 1,548,615 | $43.2M |
| Summit Wealth & Retirement Planning, Inc. | 13.22% | Reduce -1.8% | 1,532,498 | $42.7M |
| Schneider Downs Wealth Management Advisors, LP | 8.00% | Add +1.2% | 1,526,033 | $42.5M |
| Redhawk Wealth Advisors, Inc. | 5.71% | Add +111.7% | 1,516,701 | $42.3M |
| Strategic Blueprint, LLC | 2.45% | Add +4.3% | 1,474,452 | $41.1M |
| GHP Investment Advisors, Inc. | 1.90% | Reduce -0.2% | 1,462,363 | $40.8M |
| Stratos Wealth Advisors, LLC | 1.95% | Reduce -5.1% | 1,458,427 | $40.6M |
| Charles Schwab Trust Co | 3.30% | Reduce -2.8% | 1,378,549 | $38.4M |
| Summit Asset Management, LLC | 6.71% | Add +4.3% | 1,369,929 | $38.2M |
| Compound Planning, Inc. | 1.85% | Add +12.8% | 1,313,437 | $36.6M |
| MinichMacGregor Wealth Management, LLC | 7.60% | Reduce -2.2% | 1,313,142 | $36.6M |
| Provident Wealth Management, LLC | 11.96% | Add +2.7% | 1,286,419 | $35.9M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -67.9% | 1,278,036 | $35.6M |
| Triton Wealth Management, PLLC | 17.96% | No change | 1,283,917 | $34.9M |
| Mokosak Advisory Group, LLC | 10.46% | Reduce -1.6% | 1,251,633 | $34.9M |
| Veery Capital, LLC | 13.33% | Add +21.8% | 1,250,110 | $34.8M |
| Curtis Advisory Group, LLC | 9.17% | Add +8.5% | 1,244,686 | $34.7M |
| Financial Synergies Wealth Advisors, Inc. | 4.27% | Reduce -0.6% | 1,235,506 | $34.4M |
| Goepper Burkhardt LLC | 13.95% | Reduce -1.5% | 1,232,778 | $34.4M |
| B&D White Capital Company, LLC | 5.69% | Add +21.9% | 1,211,909 | $33.8M |
| Dravo Bay LLC | 16.14% | Add +2.3% | 1,194,192 | $33.3M |
| World Investment Advisors | 0.91% | Add +198.4% | 1,188,845 | $33.1M |
| Milestone Investment Advisors LLC | 8.97% | Reduce -0.1% | 1,184,715 | $33.0M |
| FLC Capital Advisors | 7.59% | Add +0.8% | 1,183,727 | $33.0M |
| Financial Advisors Network, Inc. | 5.40% | — | 1,163,818 | $32.4M |
| Marshall Financial Group Inc. | 9.85% | Reduce -2.3% | 1,157,218 | $32.3M |
| Brady Martz Wealth Solutions, LLC | 7.74% | — | 1,165,977 | $32.1M |
| Novem Group | 4.74% | — | 1,145,050 | $31.9M |
| Capital Planning LLC | 8.32% | Reduce -1.9% | 1,138,646 | $31.7M |
| Affinity Wealth LLC | 31.58% | — | 1,112,266 | $31.0M |
| Unique Wealth, LLC | 6.34% | Reduce -8.6% | 1,091,357 | $30.4M |
| Apollon Wealth Management, LLC | 0.69% | Add +15.1% | 1,079,576 | $30.1M |
| Visionary Horizons, LLC | 19.65% | Add +2.7% | 1,074,394 | $29.9M |
| Midwest Capital Advisors, LLC | 21.43% | — | 1,051,703 | $29.3M |
| Ausdal Financial Partners, Inc. | 2.53% | Add +61.1% | 1,049,550 | $29.3M |
| Richardson Capital Management LLC | 18.40% | Reduce -0.3% | 1,037,689 | $28.9M |
| Invst, LLC | 3.49% | Reduce -1.0% | 1,030,684 | $28.7M |
| Modera Wealth Management, LLC | 0.34% | Reduce -1.4% | 1,020,881 | $28.5M |
| Arax Advisory Partners | 1.75% | Reduce -3.5% | 997,059 | $27.8M |
| Spreng Capital Management, Inc. | 12.32% | Add +7.0% | 990,949 | $27.6M |
| Independent Advisor Alliance | 0.36% | Add +667.6% | 969,526 | $27.0M |
| Atria Wealth Solutions, Inc. | 0.30% | Add +1.9% | 968,201 | $27.0M |
| Meridian Wealth Management, LLC | 1.28% | Add +2.3% | 967,141 | $27.0M |
| Garde Capital, Inc. | 1.75% | Reduce -0.9% | 954,090 | $26.6M |
| Mgo One Seven LLC | 1.01% | Reduce -3.2% | 943,984 | $26.3M |
| Sigma Planning Corp | 0.83% | Add +11.4% | 943,852 | $26.3M |
| Denver PWM, LLC | 10.15% | Add +2.8% | 940,976 | $26.2M |
| Bleakley Financial Group, LLC | 0.79% | Reduce -11.3% | 937,753 | $26.1M |
| CRA Financial Services, LLC | 4.48% | Add +1.9% | 936,147 | $26.1M |
| Johnson Investment Counsel Inc. | 0.25% | Add +34.1% | 933,150 | $26.0M |
| Ballast Advisors LLC | 8.00% | Reduce -5.3% | 931,342 | $26.0M |
| Ignite Planners, LLC | 5.63% | Reduce -0.8% | 906,844 | $25.7M |
| IFP Advisors, Inc | 0.82% | Add +2.2% | 893,086 | $24.9M |
| Black Diamond Financial, LLC | 3.67% | Add +15.3% | 879,837 | $24.5M |
| Weaver Capital Management LLC | 6.74% | Reduce -3.6% | 860,144 | $24.0M |
| RKL Wealth Management LLC | 2.08% | Reduce -5.4% | 837,117 | $23.3M |
| Obsidian Cio, LLC | 4.14% | Reduce -2.1% | 814,000 | $22.7M |
| Harbor Group, Inc. | 5.05% | Reduce -2.7% | 805,950 | $22.5M |
| Ethos Financial Group, LLC | 2.93% | Add +9.7% | 802,472 | $22.4M |
| Principal Securities, Inc. | 0.50% | Add +4.3% | 793,563 | $22.1M |
| B & T Capital Management DBA Alpha Capital Management | 3.92% | Reduce -1.8% | 767,615 | $21.4M |
| Focus Partners Wealth | 0.06% | Reduce -0.9% | 761,595 | $21.2M |
| US Bancorp \de | 0.03% | Reduce -3.2% | 755,645 | $21.1M |
| Paradigm, Strategies in Wealth Management, LLC | 13.69% | Reduce -4.2% | 745,214 | $20.8M |
| Savant Capital, LLC | 0.16% | Reduce -2.7% | 744,024 | $20.7M |
| Kingswood Wealth Advisors, LLC | 1.54% | Add +35.5% | 737,721 | $20.6M |
| Ally Invest Advisors Inc. | 1.77% | Add +13.2% | 734,310 | $20.5M |
| Cary Street Partners Financial LLC | 0.66% | — | 732,318 | $20.4M |
| Rovin Capital /Ut/ | 7.33% | Add +36.4% | 730,735 | $20.4M |
| Aspen Wealth Strategies, LLC | 13.00% | Reduce -6.5% | 729,549 | $20.3M |
| Brass Tax Wealth Management, Inc. | 4.25% | Add +1.6% | 725,182 | $20.2M |
| Seneca Financial Advisors LLC | 9.88% | Reduce -3.6% | 713,818 | $19.9M |
| Perigon Wealth Management, LLC | 0.49% | Add +4.2% | 707,827 | $19.8M |
| Persium Advisors, LLC | 19.46% | — | 708,422 | $19.7M |
| Members Advisory Group LLC | 8.08% | Add +25.7% | 706,765 | $19.7M |
| SK Wealth Management, LLC | 9.99% | Reduce -75.0% | 704,048 | $19.6M |
| Waverly Advisors, LLC | 0.30% | Add +2.0% | 700,613 | $19.5M |
| SkyOak Wealth, LLC | 4.17% | Reduce -2.9% | 699,095 | $19.5M |
| FRG Family Wealth Advisors LLC | 3.54% | Add +1.2% | 698,882 | $19.5M |
| Private Advisor Group, LLC | 0.11% | Add +32.5% | 698,274 | $19.5M |
| Keeler & Nadler Financial Planning & Wealth Management | 9.02% | Add +4.6% | 690,562 | $19.2M |
| Lowery Thomas, LLC | 12.47% | Add +2.2% | 686,046 | $19.1M |
| Sunbelt Securities, Inc. | 1.67% | Reduce -9.4% | 671,577 | $18.9M |
| Souders Financial Advisors | 2.61% | Reduce -3.1% | 670,229 | $18.7M |
| Valley National Advisers Inc. | 3.34% | Add +8.3% | 667,326 | $18.6M |
| LVW Advisors, LLC | 2.27% | Reduce -0.5% | 666,053 | $18.6M |
| Apexium Financial, LP | 1.13% | Add +6.8% | 665,962 | $18.6M |
| Concourse Financial Group Securities, Inc. | 1.04% | Reduce -8.6% | 636,848 | $18.4M |
| WBH Advisory Inc. | 1.70% | Reduce -8.7% | 657,511 | $18.3M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -75.0% | 641,781 | $18.3M |
| Stark Wealth Management LLC | 13.45% | — | 655,579 | $18.3M |
| James J. Burns & Company, LLC | 3.17% | Reduce -2.6% | 653,829 | $18.2M |
| Mutual Advisors, LLC | 0.52% | Reduce -74.7% | 646,228 | $18.0M |
| Ackerman Capital Advisors, LLC | 4.70% | Reduce -2.7% | 642,910 | $17.9M |
| Financially Speaking Inc | 12.00% | — | 634,095 | $17.7M |
| Leo Wealth, LLC | 1.58% | Add +6.0% | 630,682 | $17.6M |
| Weinberger Asset Management, Inc | 7.32% | Reduce -1.0% | 629,207 | $17.5M |
| Global Strategic Investment Solutions, LLC | 2.04% | Reduce -5.8% | 626,235 | $17.5M |
| Allegheny Financial Group | 4.48% | Reduce -2.8% | 624,047 | $17.4M |
| Robertson Stephens Wealth Management, LLC | 0.62% | Add +120.8% | 621,322 | $17.3M |
| Retirement Guys Formula LLC | 8.34% | Reduce -1.9% | 593,640 | $16.5M |
| Citigroup Inc. | 0.02% | Add +16.5% | 578,808 | $16.1M |
| Meriwether Wealth & Planning, LLC | 11.48% | — | 578,486 | $16.1M |
| Strategic Planning Group, LLC | 2.96% | Add +4.8% | 577,696 | $16.1M |
| Wealthcare Advisory Partners LLC | 0.45% | Reduce -8.4% | 576,617 | $16.1M |
| Pps&v Asset Management Consultants, Inc. | 10.82% | Reduce -2.9% | 574,771 | $16.0M |
| Paces Ferry Wealth Advisors, LLC | 7.76% | Add +4.8% | 572,905 | $16.0M |
| WealthShield Partners, LLC | 2.26% | Reduce -4.3% | 571,497 | $15.9M |
| ProVise Management Group, LLC | 1.36% | Reduce -9.7% | 570,889 | $15.9M |
| Safeguard Financial, LLC | 3.40% | Reduce -2.9% | 561,318 | $15.6M |
| Dagco, Inc. | 5.17% | Add +21.7% | 559,824 | $15.6M |
| Gill Capital Partners, LLC | 5.59% | Reduce -1.4% | 559,355 | $15.6M |
| Skyline Advisors, Inc. | 6.01% | Add +29.3% | 555,980 | $15.5M |
| Peachtree Investment Partners, LLC | 5.80% | Add +5.3% | 555,210 | $15.5M |
| Conning Inc. | 0.57% | No change | 554,636 | $15.5M |
| Certuity, LLC | 1.68% | Add +27.8% | 554,235 | $15.4M |
| Lowe Brockenbrough & Co. Inc. | 0.97% | Reduce -6.6% | 542,972 | $15.1M |
| Curbstone Financial Management Corp | 3.18% | Reduce -3.4% | 539,613 | $15.0M |
| Harbour Investments, Inc. | 0.43% | Reduce -15.4% | 539,026 | $15.0M |
| Martel Wealth Advisors LLC | 2.92% | Reduce -1.2% | 535,870 | $14.9M |
| Systelligence, LLC | 3.66% | Add +2.1% | 532,181 | $14.8M |
| LCNB Corp. | 5.37% | Reduce -0.1% | 528,166 | $14.7M |
| Regimen Wealth, LLC | 4.79% | Reduce -9.1% | 526,592 | $14.7M |
| Prosperity Wealth Management, Inc. | 6.04% | Add +17.9% | 526,005 | $14.7M |
| Ciovacco Capital Management LLC | 8.37% | Add +25.6% | 525,425 | $14.6M |
| Verdence Capital Advisors LLC | 1.17% | Add +9.9% | 523,136 | $14.6M |
| Payne Capital Management, LLC | 6.21% | — | 516,513 | $14.4M |
| Sage Financial Group Inc. | 1.15% | Reduce -5.4% | 514,879 | $14.3M |
| SeaCrest Wealth Management, LLC | 1.49% | Add +2.0% | 510,143 | $14.2M |
| Invenio Wealth Partners LLC | 5.94% | Add +10.2% | 508,827 | $14.2M |
| Kaizen Financial Strategies | 8.02% | Reduce -0.3% | 506,215 | $14.1M |
| NewEdge Advisors, LLC | 0.08% | Add +23.5% | 501,755 | $14.0M |
| Strategic Family Wealth Counselors, L.L.C. | 4.54% | Add +0.3% | 500,031 | $13.9M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -2.8% | 493,657 | $13.8M |
| Bogart Wealth, LLC | 0.65% | No change | 492,232 | $13.7M |
| Clay Northam Wealth Management, LLC | 8.79% | Reduce -0.8% | 488,599 | $13.6M |
| Friday Financial | 9.33% | — | 485,738 | $13.5M |
| YHB Investment Advisors, Inc. | 1.11% | Reduce -4.3% | 484,537 | $13.5M |
| Equitable Holdings, Inc. | 0.13% | Add +10.4% | 482,027 | $13.4M |
| USAdvisors Wealth Management, LLC | 4.36% | Add +4.7% | 481,795 | $13.4M |
| Revolve Wealth Partners, LLC | 1.97% | Reduce -1.3% | 481,364 | $13.4M |
| Kovack Advisors, Inc. | 1.30% | Reduce -4.1% | 476,646 | $13.3M |
| Schaeffer Financial LLC | 13.11% | No change | 471,728 | $13.1M |
| Everhart Financial Group, Inc. | 2.69% | Reduce -2.2% | 468,177 | $13.0M |
| D.A. Davidson & Co. | 0.11% | Add +4.1% | 466,872 | $13.0M |
| Christensen, King & Associates Investment Services, Inc. | 6.09% | Reduce -0.7% | 449,211 | $13.0M |
| Donaldson Capital Management, LLC | 0.49% | Add +103.2% | 464,526 | $12.9M |
| Apex Wealth Management, LLC | 11.16% | — | 464,092 | $12.9M |
| GPM Growth Investors, Inc. | 5.44% | Add +0.6% | 461,909 | $12.9M |
| TD Private Client Wealth LLC | 0.36% | Add +17.6% | 461,529 | $12.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.18% | Add +0.3% | 460,529 | $12.8M |
| Dahring | Cusmano LLC | 11.63% | — | 459,940 | $12.8M |
| Patriot Financial Group Insurance Agency, LLC | 1.71% | Reduce -27.8% | 458,076 | $12.8M |
| Q3 Asset Management | 7.90% | Reduce -19.4% | 456,283 | $12.7M |
| Broadleaf Partners, LLC | 2.93% | Add +3.3% | 450,319 | $12.6M |
| Atria Investments, Inc | 0.16% | Reduce -8.6% | 449,657 | $12.5M |
| Per Stirling Capital Management, LLC. | 1.76% | Reduce -3.4% | 445,008 | $12.4M |
| Guerra Advisors Inc | 6.68% | — | 432,053 | $12.0M |
| AllGen Financial Advisors, Inc. | 4.04% | Reduce -7.7% | 431,967 | $12.0M |
| RFG Advisory, LLC | 0.34% | Add +6.6% | 431,191 | $12.0M |
| William Mack & Associates, Inc. | 12.56% | — | 430,317 | $12.0M |
| Choreo, LLC | 0.17% | Add +155.7% | 426,123 | $12.0M |
| Northeast Financial Group, Inc. | 4.55% | Reduce -13.8% | 427,306 | $11.9M |
| Fiduciary Alliance LLC | 1.20% | Add +16.6% | 425,200 | $11.9M |
| Kingsview Wealth Management, LLC | 0.23% | Add +15.9% | 421,641 | $11.8M |
| Clear Point Advisors Inc. | 9.88% | No change | 414,539 | $11.6M |
| FAS Wealth Partners, Inc. | 0.97% | Reduce -1.6% | 412,193 | $11.5M |
| Archford Capital Strategies, LLC | 1.73% | Reduce -56.3% | 411,012 | $11.5M |
| Almanack Investment Partners, LLC. | 1.76% | Reduce -2.6% | 409,243 | $11.4M |
| EP Wealth Advisors, LLC | 0.09% | Add +21.4% | 408,444 | $11.4M |
| Councilor Wealth, LLC | 5.41% | Reduce -0.6% | 407,816 | $11.4M |
| Alpha Omega Group, Inc. | 13.38% | Add +3242.6% | 407,393 | $11.4M |
| Keyvantage Wealth, LLC | 8.05% | — | 403,929 | $11.3M |
| Integrated Advisors Network LLC | 0.54% | Add +4.8% | 402,441 | $11.2M |
| Pacific Wealth Strategies Group, Inc. | 7.74% | Reduce -3.0% | 398,314 | $11.1M |
| Team Financial Group, LLC | 6.34% | Add +9.2% | 396,496 | $11.1M |
| TriaGen Wealth Management LLC | 3.72% | Add +0.1% | 395,774 | $11.0M |
| Alpha Zero LLC | 8.25% | — | 387,597 | $10.8M |
| BLB&B Advisors, LLC | 0.54% | Reduce -14.8% | 380,820 | $10.6M |
| Leeward Financial Partners, LLC | 3.77% | Add +1.4% | 379,581 | $10.6M |
| Whitaker-Myers Wealth Managers, LTD. | 3.06% | Add +20.9% | 376,576 | $10.5M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.66% | Add +0.5% | 372,331 | $10.4M |
| Prosperitas Financial LLC | 5.23% | No change | 370,734 | $10.3M |
| Next Level Wealth Planning, LLC | 8.11% | — | 370,113 | $10.3M |
| Stratos Wealth Partners, LTD. | 0.15% | Reduce -32.7% | 368,317 | $10.3M |
| Arbor Trust Wealth Advisors, LLC | 4.81% | Add +0.5% | 368,316 | $10.3M |
| Vista Cima Wealth Management LLC | 10.64% | — | 367,301 | $10.2M |
| Foundations Investment Advisors, LLC | 0.20% | Add +9.1% | 366,409 | $10.2M |
| McCarthy Asset Management, Inc. | 7.15% | Reduce -5.8% | 363,528 | $10.1M |
| Three Magnolias Financial Advisors, LLC | 10.64% | — | 363,351 | $10.1M |
| Opes Wealth Management LLC | 2.06% | Add +0.6% | 360,714 | $10.1M |
| Code Waechter LLC | 8.73% | Reduce -0.9% | 358,865 | $10.0M |
| Coldstream Capital Management Inc. | 0.21% | Reduce -0.9% | 358,846 | $10.0M |
| Noble Family Wealth, LLC | 2.74% | Reduce -6.5% | 353,435 | $9.9M |
| Savvy Advisors, Inc. | 1.17% | Add +109.9% | 347,915 | $9.7M |
| Elite Financial, Inc. | 5.25% | — | 347,392 | $9.7M |
| DHJJ Financial Advisors, Ltd. | 3.76% | Reduce -0.6% | 346,140 | $9.6M |
| Womack Financial LLC | 8.52% | — | 344,586 | $9.6M |
| J.W. Cole Advisors, Inc. | 0.39% | Add +13.5% | 344,279 | $9.6M |
| Fairway Financial, LLC | 8.71% | — | 342,455 | $9.5M |
| Sage Financial Management Group, Inc. | 3.53% | Reduce -3.6% | 342,438 | $9.5M |
| FSM Wealth Advisors, LLC | 2.33% | Add +9.8% | 340,260 | $9.5M |
| Heritage Wealth Management, Inc. | 8.10% | Reduce -4.1% | 340,188 | $9.5M |
| Affinity Capital Advisors, LLC | 1.74% | Reduce -0.7% | 328,357 | $9.2M |
| PFG Advisors | 0.56% | Reduce -1.2% | 327,595 | $9.1M |
| Berkshire Asset Management LLC | 0.43% | Reduce -0.3% | 314,132 | $9.1M |
| Mainsail Financial Group, LLC | 5.26% | Add +2.9% | 325,633 | $9.1M |
| Shorepoint Capital Partners LLC | 2.07% | Reduce -2.6% | 325,551 | $9.1M |
| Oppenheimer & Co. Inc. | 0.14% | Add +18.8% | 325,123 | $9.1M |
| Claro Advisors Inc. | 1.22% | Reduce -25.9% | 324,526 | $9.0M |
| Tudor Investment Corporation | 0.09% | Add +221.7% | 319,366 | $8.9M |
| Silver Oak Securities, Incorporated | 0.81% | Add +47.4% | 311,327 | $8.8M |
| Total Wealth Planning, LLC | 1.36% | No change | 313,285 | $8.7M |
| Ring Mountain Capital, LLC | 5.85% | — | 313,169 | $8.7M |
| IHT Wealth Management, LLC | 0.28% | Reduce -50.9% | 312,398 | $8.7M |
| Royal Fund Management, LLC | 0.94% | Reduce -50.2% | 310,678 | $8.7M |
| MBA Advisors LLC | 4.39% | Add +1.6% | 310,411 | $8.7M |
| Asset Allocation Strategies LLC | 2.08% | Add +96.8% | 302,151 | $8.6M |
| EWG Elevate Inc. | 2.60% | Add +3.3% | 305,837 | $8.5M |
| Clark Wealth Partners | 6.61% | — | 305,735 | $8.5M |
| Jones Financial Companies LLLP | 0.01% | Add +114.6% | 301,293 | $8.4M |
| Christopher J. Hasenberg, Inc | 3.38% | Add +6.7% | 301,044 | $8.4M |
| AE Wealth Management LLC | 0.07% | Reduce -4.9% | 300,322 | $8.4M |
| CreativeOne Wealth, LLC | 0.26% | Add +162.0% | 299,578 | $8.3M |
| Bank of New York Mellon Corp | 0.00% | Add +208.5% | 298,778 | $8.3M |
| Certified Advisory Corp | 0.89% | Add +3.2% | 295,657 | $8.2M |
| Warner Financial, Inc. | 3.53% | Add +16.3% | 294,725 | $8.2M |
| FMR LLC | 0.00% | No change | 291,956 | $8.1M |
| Allworth Financial LP | 0.04% | Add +155.7% | 281,091 | $8.1M |
| Independent Financial Group, LLC | 0.27% | Add +0.9% | 288,662 | $8.0M |
| John W. Brooker & Co., CPAs | 3.45% | Reduce -0.3% | 287,185 | $8.0M |
| Western Wealth Management, LLC | 0.43% | Add +5.1% | 286,500 | $8.0M |
| Courage Miller Partners, LLC | 2.72% | Reduce -0.9% | 285,204 | $7.9M |
| Independent Solutions Wealth Management, LLC | 1.74% | Reduce -7.5% | 284,851 | $7.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +8.5% | 284,563 | $7.9M |
| Chicago Partners Investment Group LLC | 0.26% | Reduce -73.1% | 280,153 | $7.9M |
| Advisory Services Network, LLC | 0.15% | Add +145.3% | 280,823 | $7.8M |
| Powers Advisory Group, LLC | 3.86% | No change | 276,341 | $7.7M |
| Cape Investment Advisory, Inc. | 3.01% | Reduce -5.9% | 276,106 | $7.7M |
| Integrated Investment Consultants, LLC | 1.58% | Reduce -0.8% | 274,756 | $7.7M |
| Cambridge Financial Group, LLC | 3.27% | Reduce -4.4% | 274,556 | $7.7M |
| MADDEN SECURITIES Corp | 3.05% | Reduce -3.3% | 273,500 | $7.6M |
| Defined Financial Planning LLC | 8.14% | — | 273,498 | $7.6M |
| JMG Financial Group, Ltd. | 0.26% | Add +4.3% | 272,259 | $7.6M |
| CoreCap Advisors, LLC | 0.34% | Reduce -38.6% | 271,666 | $7.6M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4.28% | Add +15.2% | 271,640 | $7.6M |
| Cresset Asset Management, LLC | 0.04% | Reduce -35.8% | 268,009 | $7.5M |
| Howard Bailey Securities, LLC | 2.71% | Add +2.7% | 262,054 | $7.3M |
| Newman Dignan & Sheerar, Inc. | 1.86% | Reduce -75.2% | 260,358 | $7.3M |
| Wilkins Miller Wealth Management, LLC | 7.58% | — | 260,163 | $7.3M |
| Cahill Financial Advisors Inc. | 0.97% | Add +0.7% | 257,951 | $7.2M |
| Cambridge Advisors Inc. | 1.57% | Add +0.8% | 252,714 | $7.0M |
| Benjamin Edwards Inc. | 0.10% | Reduce -1.3% | 251,775 | $7.0M |
| Aptus Capital Advisors, LLC | 0.08% | Add +93.9% | 250,146 | $7.0M |
| Foster Victor Wealth Advisors, LLC | 0.53% | Reduce -12.2% | 243,997 | $6.9M |
| Park Place Capital Corp | 1.92% | Reduce -21.0% | 246,148 | $6.9M |
| IMA Advisory Services, Inc. | 0.83% | Add +6.0% | 245,974 | $6.9M |
| Institute for Wealth Management, LLC. | 0.85% | Reduce -2.8% | 243,556 | $6.8M |
| Grey Ledge Advisors, LLC | 1.75% | Add +4.8% | 243,491 | $6.8M |
| Summit Financial, LLC | 0.24% | Add +22.0% | 242,120 | $6.7M |
| First National Bank Sioux Falls | 2.85% | Add +2.9% | 240,346 | $6.7M |
| Gleason Group, Inc. | 1.18% | No change | 240,253 | $6.7M |
| Townsquare Capital LLC | 0.07% | Add +35.8% | 236,886 | $6.6M |
| Brookstone Capital Management | 0.10% | Add +2.7% | 236,115 | $6.6M |
| Joseph P. Lucia & Associates, LLC | 2.92% | Add +0.3% | 235,924 | $6.6M |
| GeoWealth Management, LLC | 0.21% | Reduce -59.0% | 235,577 | $6.6M |
| Mayfair Advisory Group, LLC | 3.83% | Add +3.8% | 233,202 | $6.5M |
| D.B. Root & Company, LLC | 2.05% | Add +6.6% | 231,594 | $6.5M |
| MSH Capital Advisors LLC | 2.02% | Add +6.4% | 230,368 | $6.4M |
| Beacon Bridge Wealth Partners, LLC | 2.69% | Add +4.3% | 227,658 | $6.3M |
| Pinnacle Family Advisors, LLC | 3.07% | No change | 227,290 | $6.3M |
| Founders Financial Securities LLC | 0.57% | Add +23.7% | 226,129 | $6.3M |
| Clearstead Advisors, LLC | 0.10% | Reduce -13.7% | 225,323 | $6.3M |
| JFS Wealth Advisors, LLC | 0.42% | Reduce -7.8% | 222,770 | $6.2M |
| N.E.W. Advisory Services LLC | 0.59% | New | 221,370 | $6.2M |
| Exencial Wealth Advisors, LLC | 0.22% | Reduce -13.0% | 218,849 | $6.1M |
| Ameritas Advisory Services, LLC | 0.21% | Reduce -5.2% | 218,271 | $6.1M |
| Win Advisors, Inc. | 2.91% | New | 215,816 | $6.0M |
| RTD Financial Advisors, Inc. | 0.77% | Reduce -5.2% | 214,692 | $6.0M |
| Dakota Wealth Management | 0.13% | Reduce -1.1% | 209,308 | $5.8M |
| Kane Investment Management, Inc. | 3.25% | — | 208,850 | $5.8M |
| Blair William & Co. | 0.02% | Add +0.9% | 208,781 | $5.8M |
| Certior Financial Group, LLC | 5.14% | — | 207,602 | $5.8M |
| Cornerstone Enterprises, LLC | 3.44% | Reduce -8.4% | 205,642 | $5.7M |
| Steele Capital Management, Inc. | 0.30% | Reduce -3.1% | 204,659 | $5.7M |
| Topel & Distasi Wealth Management, LLC | 2.40% | No change | 201,020 | $5.6M |
| HC Advisors, LLC | 4.46% | Reduce -4.8% | 199,528 | $5.6M |
| Compass Financial Group, INC | 1.05% | Add +8.7% | 199,024 | $5.5M |
| Wealthedge Investment Advisors, LLC | 2.49% | — | 198,619 | $5.5M |
| Nestegg Advisors, Inc. | 5.55% | — | 195,686 | $5.5M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -0.9% | 196,739 | $5.5M |
| Avestar Capital, LLC | 0.50% | Add +19.3% | 196,489 | $5.5M |
| Creative Financial Designs Inc. | 0.44% | Reduce -10.0% | 194,856 | $5.4M |
| Eagle Capital Management, LLC | 2.18% | Reduce -0.5% | 193,813 | $5.4M |
| Fifth Third Securities, Inc. | 0.46% | Reduce -11.5% | 193,805 | $5.4M |
| Geneos Wealth Management Inc. | 0.19% | Reduce -3.2% | 190,844 | $5.3M |
| U.S. Capital Wealth Advisors, LLC | 0.17% | Add +114.3% | 190,645 | $5.3M |
| Csenge Advisory Group | 0.29% | Reduce -74.3% | 189,776 | $5.3M |
| Schwallier Wealth Management LLC | 4.00% | Reduce -0.7% | 188,689 | $5.3M |
| Kickstand Ventures, Llc. | 1.34% | Reduce -1.8% | 188,643 | $5.3M |
| Von Berge Wealth Management Group, LLC | 3.17% | Reduce -75.9% | 183,598 | $5.2M |
| Corient Private Wealth LP | 0.01% | Reduce -17.5% | 187,727 | $5.2M |
| Long Island Wealth Management, Inc. | 3.26% | Reduce -25.6% | 187,001 | $5.2M |
| Westbourne Investment Advisors, Inc. | 1.76% | Reduce -3.5% | 184,564 | $5.1M |
| Hengehold Capital Management LLC | 0.47% | Reduce -15.7% | 179,599 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +0.4% | 176,513 | $4.9M |
| Chesapeake Wealth Management | 1.65% | Add +1.1% | 172,730 | $4.8M |
| Cambridge Capital Management, LLC | 3.06% | Add +3.6% | 171,100 | $4.8M |
| Compass Advisory Group LLC | 1.70% | Reduce -2.5% | 170,792 | $4.8M |
| Global Retirement Partners, LLC | 0.14% | Add +13.5% | 170,750 | $4.8M |
| Menora Mivtachim Holdings LTD. | 0.03% | Add +1.5% | 170,605 | $4.8M |
| Winthrop Capital Management, LLC | 1.27% | New | 168,947 | $4.8M |
| Macroview Investment Management LLC | 4.76% | Add +0.4% | 168,305 | $4.7M |
| FinDec Wealth Services, Inc. | 3.23% | Reduce -20.6% | 166,674 | $4.6M |
| Smith Anglin Financial, LLC | 0.44% | Reduce -9.7% | 166,545 | $4.6M |
| HCR Wealth Advisors | 0.58% | Add +0.4% | 164,831 | $4.6M |
| Madden Advisory Services, Inc. | 2.13% | Reduce -0.9% | 164,292 | $4.6M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -4.6% | 163,303 | $4.6M |
| Synovus Financial Corp. | 0.06% | Reduce -52.0% | 163,014 | $4.5M |
| Nabity-Jensen Investment Management Inc | 3.42% | Reduce -0.3% | 162,389 | $4.5M |
| Kohmann Bosshard Financial Services, LLC | 0.54% | No change | 161,889 | $4.5M |
| Transform Wealth, LLC | 0.25% | Add +28.8% | 161,337 | $4.5M |
| Grant/GrossMendelsohn, LLC | 2.34% | Add +0.6% | 160,838 | $4.5M |
| Wealthspire Retirement, LLC | 0.35% | Reduce -4.8% | 160,197 | $4.5M |
| Betterment LLC | 0.01% | Reduce -3.0% | 160,052 | $4.5M |
| Silverlake Wealth Management LLC | 1.72% | Reduce -4.8% | 159,491 | $4.4M |
| Bigelow Investment Advisors, LLC | 2.08% | Reduce -2.0% | 159,187 | $4.4M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +8.2% | 159,186 | $4.4M |
| Liberty Capital Management, Inc. | 0.98% | Reduce -11.9% | 158,739 | $4.4M |
| Composition Wealth, LLC | 0.09% | Reduce -47.0% | 158,447 | $4.4M |
| Arcadia Investment Advisors LLC | 2.40% | Reduce -0.1% | 157,733 | $4.4M |
| Guardian Financial Partners, LLC | 2.59% | Add +14.7% | 156,576 | $4.4M |
| LongView Wealth Management | 1.32% | Add +7.6% | 155,079 | $4.3M |
| Perissos Private Wealth Management, LLC | 3.21% | Add +37.3% | 154,204 | $4.3M |
| Blue Barn Wealth, LLC | 2.24% | Reduce -0.3% | 152,393 | $4.2M |
| Diversify Wealth Management, LLC | 0.33% | Reduce -74.4% | 153,141 | $4.2M |
| Bensler, LLC | 0.50% | Reduce -5.9% | 151,470 | $4.2M |
| Fingerlakes Wealth Management, Inc. | 3.40% | Add +13.3% | 151,123 | $4.2M |
| Milestone Asset Management Group, LLC | 3.75% | — | 150,638 | $4.2M |
| Freedom Investment Management, Inc. | 0.35% | New | 149,973 | $4.2M |
| Embree Financial Group | 0.70% | Add +1.9% | 148,044 | $4.1M |
| &partners | 0.05% | Add +14.3% | 145,494 | $4.1M |
| Fsa Wealth Partners, Inc. | 0.96% | Add +0.5% | 147,039 | $4.1M |
| Fagan Associates, Inc. | 0.65% | Add +1.3% | 145,922 | $4.1M |
| Merit Financial Group, LLC | 0.07% | Add +213.0% | 145,888 | $4.1M |
| Panoramic Investment Advisors, LLC | 2.65% | Add +1.4% | 145,801 | $4.1M |
| Arlington Trust Co LLC | 0.86% | No change | 145,800 | $4.1M |
| Linscomb Wealth, Inc. | 0.20% | Reduce -8.7% | 144,616 | $4.0M |
| Comprehensive Financial Planning, Inc. | 3.36% | — | 142,862 | $4.0M |
| Regal Investment Advisors LLC | 0.30% | Reduce -28.7% | 141,829 | $4.0M |
| Consolidated Portfolio Review Corp | 0.62% | Add +8.6% | 140,584 | $3.9M |
| Financial Advocates Investment Management | 0.22% | Add +5.1% | 140,240 | $3.9M |
| Barden Capital Management, Inc. | 3.35% | Add +1.5% | 140,198 | $3.9M |
| Townsend Asset Management Corp. /NC/ | 1.43% | Reduce -0.9% | 140,017 | $3.9M |
| Cooper Financial Group | 0.47% | Add +2.1% | 139,802 | $3.9M |
| Trek Financial, LLC | 0.29% | Add +11.7% | 139,276 | $3.9M |
| Keudell/Morrison Wealth Management | 1.01% | Add +5.0% | 138,644 | $3.9M |
| Snider Financial Group | 1.19% | Add +61.6% | 138,235 | $3.9M |
| Gladstone Institutional Advisory LLC | 0.18% | Reduce -11.6% | 137,668 | $3.8M |
| Boyd Wealth Management, LLC | 1.89% | Reduce -0.8% | 137,381 | $3.8M |
| Diversified Trust Co. | 0.09% | Reduce -0.4% | 137,014 | $3.8M |
| Asset Dedication, LLC | 0.30% | Reduce -1.3% | 136,271 | $3.8M |
| Scissortail Wealth Management, LLC | 0.97% | Add +21990.1% | 136,075 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +153.4% | 134,939 | $3.8M |
| Pallas Capital Advisors LLC | 0.16% | Reduce -74.4% | 134,210 | $3.7M |
| Leavell Investment Management, Inc. | 0.18% | Add +2.6% | 133,975 | $3.7M |
| CW Advisors, LLC | 0.05% | Add +5.6% | 133,632 | $3.7M |
| FSC Wealth Advisors, LLC | 2.38% | Add +3.6% | 132,530 | $3.7M |
| Dana Investment Advisors, Inc. | 0.12% | Add +2.3% | 132,255 | $3.7M |
| Baring Financial LLC | 3.28% | — | 131,856 | $3.7M |
| Brandywine Oak Private Wealth LLC | 0.36% | No change | 131,270 | $3.7M |
| Wela Strategies, Inc. | 1.56% | New | 31,321 | $3.6M |
| Mill Creek Capital Advisors, LLC | 0.09% | No change | 129,076 | $3.6M |
| Magnus Financial Group LLC | 0.34% | Reduce -2.2% | 127,427 | $3.6M |
| Highland Financial Advisors, LLC | 1.23% | No change | 127,056 | $3.5M |
| Athena Investment Management | 2.04% | Add +0.6% | 126,237 | $3.5M |
| Optima Capital LLC | 2.42% | — | 125,870 | $3.5M |
| Werba Rubin Papier Wealth Management | 0.82% | Reduce -5.4% | 125,404 | $3.5M |
| Retirement Planning Group, LLC | 0.18% | Add +7.5% | 125,270 | $3.5M |
| Texas Yale Capital Corp. | 0.14% | Add +0.4% | 125,064 | $3.5M |
| Hershey Financial Advisers, LLC | 3.05% | — | 124,342 | $3.5M |
| Guerra Pan Advisors, LLC | 2.50% | Add +51.6% | 123,685 | $3.4M |
| Sprinkle Financial Consultants LLC | 2.34% | Add +0.1% | 123,141 | $3.4M |
| Avior Wealth Management, LLC | 0.13% | Reduce -22.0% | 122,726 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +3.0% | 120,604 | $3.4M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +3.0% | 120,604 | $3.4M |
| KPP Advisory Services LLC | 0.79% | Add +0.6% | 120,188 | $3.3M |
| Advisory Alpha, LLC | 0.12% | Reduce -7.8% | 119,669 | $3.3M |
| Curi Capital, LLC | 0.08% | Reduce -3.3% | 119,371 | $3.3M |
| Napa Wealth Management | 1.44% | New | 119,122 | $3.3M |
| Signaturefd, LLC | 0.06% | Add +1.2% | 119,105 | $3.3M |
| Broadview Financial Management, LLC | 2.37% | Reduce -4.8% | 119,039 | $3.3M |
| Centaurus Financial, Inc. | 0.20% | Add +8.7% | 118,793 | $3.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +15.5% | 117,944 | $3.3M |
| Tidal Investments LLC | 0.03% | New | 117,873 | $3.3M |
| LifePlan Investment Advisors, Inc. | 2.01% | Reduce -5.0% | 116,678 | $3.3M |
| Cassaday & Co Wealth Management LLC | 0.09% | Add +0.5% | 116,407 | $3.2M |
| Murphy & Mullick Capital Management Corp | 2.99% | — | 116,405 | $3.2M |
| CIBC Private Wealth Group LLC | 0.01% | Add +16.6% | 115,032 | $3.2M |
| Millennium Capital Advisors, LLC | 2.21% | No change | 116,079 | $3.2M |
| Clayton Financial Group LLC | 1.16% | Add +0.3% | 115,879 | $3.2M |
| Thoroughbred Financial Services, LLC | 0.20% | Add +149.2% | 115,291 | $3.2M |
| GenWealth Group, Inc. | 0.73% | Reduce -5.8% | 115,246 | $3.2M |
| Aire Advisors, LLC | 0.66% | Add +1.1% | 114,694 | $3.2M |
| Tempus Wealth Planning, LLC | 0.96% | Reduce -0.9% | 113,252 | $3.2M |
| Encompass More Asset Management | 1.04% | New | 113,223 | $3.2M |
| CVA Family Office, LLC | 0.50% | Add +0.5% | 112,904 | $3.1M |
| KMG Fiduciary Partners, LLC | 0.26% | Add +8.7% | 112,110 | $3.1M |
| Money Concepts Capital Corp. | 0.23% | Add +3.8% | 111,976 | $3.1M |
| Joseph Group Capital Management | 1.22% | Reduce -2.2% | 110,834 | $3.1M |
| Facet Wealth, Inc. | 0.08% | Reduce -70.8% | 108,131 | $3.1M |
| Brand Asset Management Group, Inc. | 1.24% | Reduce -7.3% | 109,970 | $3.1M |
| Veridan Wealth LLC | 1.43% | — | 108,103 | $3.0M |
| AQR Capital Management | 0.00% | Add +33.4% | 108,409 | $3.0M |
| Staley Capital Advisers Inc. | 0.13% | Reduce -25.0% | 129,510 | $3.0M |
| Condor Capital Management | 0.26% | Reduce -1.2% | 106,865 | $3.0M |
| Bawa N Mallick Trust | 1.30% | — | 106,520 | $3.0M |
| Oxinas Partners, LLC | 1.73% | Add +3.2% | 106,160 | $3.0M |
| Santori & Peters, Inc. | 1.13% | No change | 105,733 | $2.9M |
| Brown Wealth Management, LLC | 1.04% | Reduce -1.1% | 105,606 | $2.9M |
| Laidlaw Wealth Management LLC | 1.26% | Reduce -24.3% | 104,026 | $2.9M |
| Alliance Wealth Management Group | 0.76% | No change | 102,232 | $2.8M |
| Towercrest Capital Management | 0.46% | No change | 102,232 | $2.8M |
| Game Plan Financial Advisors, LLC | 1.51% | Reduce -54.0% | 122,664 | $2.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -2.1% | 102,120 | $2.8M |
| Latko Wealth Management, Ltd. | 1.68% | Add +3.9% | 101,979 | $2.8M |
| Amara Financial, Llc. | 2.62% | Reduce -1.0% | 101,805 | $2.8M |
| Renaissance Technologies | 0.00% | New | 101,600 | $2.8M |
| Integrity Alliance, Llc. | 0.31% | — | 101,598 | $2.8M |
| Clearview Wealth Advisors LLC | 2.14% | Add +0.4% | 100,970 | $2.8M |
| Burns Matteson Capital Management, LLC | 1.57% | Reduce -2.2% | 100,381 | $2.8M |
| Glass Jacobson Investment Advisors llc | 0.91% | Add +1.0% | 99,935 | $2.8M |
| Avant Capital LLC | 2.30% | — | 99,366 | $2.8M |
| Bfsg, LLC | 0.32% | Reduce -0.1% | 98,845 | $2.8M |
| RFG - Bristol Wealth Advisors, LLC | 0.90% | — | 98,553 | $2.7M |
| Old Port Advisors | 0.78% | Reduce -2.9% | 97,137 | $2.7M |
| Kolinsky Wealth Management, LLC | 1.65% | Add +8.1% | 97,122 | $2.7M |
| Acas, LLC | 1.99% | Reduce -4.0% | 93,930 | $2.7M |
| Aspire Capital Advisors LLC | 0.77% | Add +136.3% | 96,080 | $2.7M |
| Sentinel Pension Advisors, LLC | 0.50% | Reduce -13.9% | 96,057 | $2.7M |
| Birchbrook, Inc. | 1.52% | Reduce -3.6% | 95,842 | $2.7M |
| Diversify Advisory Services, LLC | 0.15% | Reduce -75.1% | 95,382 | $2.6M |
| Ameriflex Group, Inc. | 1.21% | — | 92,789 | $2.6M |
| Orgel Wealth Management, LLC | 0.07% | Add +6.5% | 94,690 | $2.6M |
| Larson Financial Group LLC | 0.14% | Reduce -1.7% | 94,360 | $2.6M |
| DAVENPORT & Co LLC | 0.02% | Reduce -0.2% | 94,274 | $2.6M |
| Summit Financial Wealth Advisors, LLC | 0.51% | Add +21.2% | 93,113 | $2.6M |
| Heirloom Wealth Management | 0.79% | Reduce -9.2% | 94,022 | $2.6M |
| Crux Wealth Advisors | 1.45% | — | 93,571 | $2.6M |
| Wealthspire Advisors, LLC | 0.03% | Add +5.1% | 92,850 | $2.6M |
| Northern Trust Corp. | 0.00% | Add +21.1% | 92,675 | $2.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.38% | Add +4.0% | 92,304 | $2.6M |
| TFR Capital, LLC. | 1.27% | — | 91,511 | $2.6M |
| American Trust | 0.19% | New | 90,873 | $2.5M |
| True Vision MN LLC | 1.50% | Reduce -3.9% | 90,714 | $2.5M |
| Meritage Portfolio Management | 0.16% | Add +2.3% | 90,598 | $2.5M |
| Barnes Wealth Management Group, Inc | 1.69% | — | 90,538 | $2.5M |
| Nikulski Financial, Inc. | 0.73% | New | 89,426 | $2.5M |
| Scott Capital Advisors, LLC | 0.71% | Add +1.0% | 88,864 | $2.5M |
| FC Advisory LLC | 0.82% | Reduce -2.0% | 87,347 | $2.4M |
| Kades & Cheifetz LLC | 1.24% | Reduce -0.2% | 86,798 | $2.4M |
| Sage Mountain Advisors LLC | 0.18% | No change | 86,044 | $2.4M |
| Reston Wealth Management LLC | 0.88% | Add +13.0% | 84,853 | $2.4M |
| Montis Financial, LLC | 0.72% | New | 83,721 | $2.3M |
| Hurley Capital, LLC | 1.87% | — | 82,108 | $2.3M |
| Madison Wealth Partners, Inc | 0.65% | Add +8.0% | 83,239 | $2.3M |
| Robinson Smith Wealth Advisors LLC | 1.96% | Add +4.3% | 82,827 | $2.3M |
| Cassady Schiller Wealth Management, LLC | 0.84% | No change | 81,716 | $2.3M |
| Wealthgarden F.S. LLC | 2.13% | Reduce -3.0% | 81,711 | $2.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +5.8% | 81,647 | $2.3M |
| Montag & Caldwell, LLC | 0.48% | Reduce -0.7% | 80,781 | $2.3M |
| Hart & Patterson Financial Group LLC | 1.09% | Reduce -2.1% | 80,160 | $2.2M |
| Lodestar Private Asset Management LLC | 0.28% | Add +1.6% | 79,827 | $2.2M |
| Sculati Wealth Management, LLC | 0.87% | Reduce -9.8% | 78,541 | $2.2M |
| Transce3nd, LLC | 0.74% | — | 78,249 | $2.2M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.93% | — | 78,166 | $2.2M |
| Strategic Advocates LLC | 0.73% | Reduce -30.1% | 77,714 | $2.2M |
| Cornerstone Wealth Management, LLC | 0.15% | Add +4.9% | 77,618 | $2.2M |
| Parkside Financial Bank & Trust | 0.29% | No change | 77,508 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -9.1% | 77,335 | $2.2M |
| Acorn Wealth Advisors, LLC | 0.89% | Add +41.0% | 77,296 | $2.2M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -2.2% | 77,275 | $2.2M |
| Beaumont Financial Advisors, LLC | 0.16% | No change | 77,248 | $2.2M |
| Tenret Co LLC | 1.32% | No change | 74,940 | $2.1M |
| Cooper/Haims Advisors, LLC | 1.18% | No change | 74,858 | $2.1M |
| Strategic Advisors LLC | 0.38% | Add +42.8% | 74,732 | $2.1M |
| Duncker Streett & Co. Inc. | 0.39% | Reduce -2.9% | 74,548 | $2.1M |
| Allen Capital Group, LLC | 0.25% | Reduce -9.3% | 74,375 | $2.1M |
| Bristlecone Advisors, LLC | 0.16% | Reduce -9.1% | 74,304 | $2.1M |
| Aspen Grove Capital, LLC | 0.44% | Add +2.0% | 74,085 | $2.1M |
| Nwam LLC | 0.13% | Add +10.5% | 72,996 | $2.0M |
| SVB Wealth LLC | 0.04% | New | 72,741 | $2.0M |
| GW Henssler & Associates Ltd. | 0.12% | Reduce -75.4% | 19,403 | $2.0M |
| Indie Asset Partners, LLC | 1.58% | Add +3.9% | 72,251 | $2.0M |
| Arkadios Wealth Advisors | 0.11% | Reduce -0.9% | 72,147 | $2.0M |
| Fortress Private Ledger, LLC | 1.22% | — | 71,461 | $2.0M |
| Prestige Wealth Management Group LLC | 0.41% | No change | 71,039 | $2.0M |
| Exchange Traded Concepts, LLC | 0.04% | New | 70,851 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.09% | No change | 70,830 | $2.0M |
| Schmidt P J Investment Management Inc. | 0.34% | Add +0.1% | 70,761 | $2.0M |
| Blue Bell Private Wealth Management, LLC | 0.37% | Reduce -0.4% | 70,224 | $2.0M |
| RHS Financial, LLC | 1.01% | Add +1.6% | 69,965 | $1.9M |
| Columbus Macro, LLC | 0.27% | Add +709.2% | 69,723 | $1.9M |
| Precision Wealth Strategies, LLC | 1.50% | Add +142.2% | 69,714 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Reduce -2.3% | 69,446 | $1.9M |
| Appleton Partners Inc. | 0.14% | Add +2.6% | 69,319 | $1.9M |
| Signet Investment Advisory Group, Inc. | 0.98% | No change | 68,910 | $1.9M |
| Ocean Park Asset Management, LLC | 0.07% | New | 68,883 | $1.9M |
| Bank of Montreal | 0.00% | Reduce -0.6% | 68,402 | $1.9M |
| HMV Wealth Advisors, LLC | 1.90% | — | 68,126 | $1.9M |
| New Hampshire Trust | 0.40% | Add +20.3% | 68,107 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +717.9% | 67,882 | $1.9M |
| Michels Family Financial, LLC | 1.72% | — | 67,359 | $1.9M |
| Logan Capital Management Inc. | 0.08% | No change | 67,232 | $1.9M |
| Petra Financial Advisors Inc. | 1.27% | Reduce -9.5% | 67,005 | $1.9M |
| Lloyd Advisory Services, LLC. | 0.88% | Add +1.1% | 66,760 | $1.9M |
| Crescent Sterling, Ltd. | 1.90% | Add +1.3% | 66,555 | $1.9M |
| WESPAC Advisors, LLC | 1.36% | Add +150.9% | 66,170 | $1.8M |
| Rwa Wealth Partners, LLC | 0.02% | Add +44.5% | 65,983 | $1.8M |
| New England Private Wealth Advisors LLC | 0.29% | No change | 65,827 | $1.8M |
| Herold Advisors, Inc. | 0.40% | Add +3.5% | 65,800 | $1.8M |
| Keystone Financial Group | 0.18% | Reduce -9.3% | 65,577 | $1.8M |
| Capital Investment Advisory Services, LLC | 0.17% | Reduce -2.1% | 65,161 | $1.8M |
| Capital CS Group, LLC | 2.42% | New | 65,031 | $1.8M |
| StoneX Group Inc. | 0.10% | Add +9.9% | 64,132 | $1.8M |
| HBW Advisory Services LLC | 0.18% | Add +161.2% | 63,330 | $1.8M |
| Midwest Financial Group LLC | 1.01% | Add +58.0% | 62,891 | $1.8M |
| Ieq Capital, LLC | 0.02% | Reduce -2.4% | 62,159 | $1.7M |
| Sachetta, LLC | 0.68% | Reduce -0.1% | 62,149 | $1.7M |
| Great Waters Wealth Management | 0.22% | Reduce -3.0% | 62,124 | $1.7M |
| HBK Sorce Advisory LLC | 0.05% | Add +4.5% | 62,058 | $1.7M |
| Custos Family Office, LLC | 0.60% | Add +0.1% | 61,507 | $1.7M |
| Old National Bancorp | 0.04% | Add +16.3% | 60,824 | $1.7M |
| Quadcap Wealth Management, LLC | 0.25% | New | 60,749 | $1.7M |
| AdvisorNet Financial, Inc | 0.14% | Add +0.5% | 59,835 | $1.7M |
| M Holdings Securities, Inc. | 0.27% | New | 59,676 | $1.7M |
| Riversedge Advisors, LLC | 0.38% | New | 59,544 | $1.7M |
| Revisor Wealth Management LLC | 1.52% | Reduce -2.5% | 58,774 | $1.7M |
| Smith, Moore & Co. | 0.15% | Reduce -33.4% | 58,948 | $1.6M |
| Private Capital Management LLC | 0.32% | Reduce -8.1% | 58,002 | $1.6M |
| Bailard, Inc. | 0.04% | Reduce -1.4% | 57,812 | $1.6M |
| JBR Co Financial Management Inc | 0.98% | Add +23.4% | 57,802 | $1.6M |
| Sightline Wealth Advisors, LLC | 0.86% | Add +11.7% | 57,356 | $1.6M |
| Yelin Lapidot Holdings Management Ltd. | 0.28% | No change | 57,120 | $1.6M |
| Financial Consulate, Inc. | 0.42% | Add +21.3% | 56,921 | $1.6M |
| Atlas Wealth Partners, LLC | 2.01% | Add +16.1% | 56,878 | $1.6M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Add +12.2% | 56,427 | $1.6M |
| Retirement Income Solutions, Inc. | 0.32% | No change | 56,200 | $1.6M |
| Segment Wealth Management, LLC | 0.11% | Add +1.2% | 56,003 | $1.6M |
| Ancora Advisors LLC | 0.03% | Add +27.0% | 55,553 | $1.5M |
| Valley Forge Investment Consultants Inc. Adv | 0.53% | Reduce -18.8% | 55,447 | $1.5M |
| Gray Wealth Management Inc. | 0.58% | Add +2.6% | 55,143 | $1.5M |
| Simon Quick Advisors, LLC | 0.09% | Reduce -0.1% | 54,386 | $1.5M |
| Quotient Wealth Partners, LLC | 0.05% | Add +0.5% | 53,715 | $1.5M |
| Ami Investment Management Inc. | 0.49% | Reduce -0.4% | 53,703 | $1.5M |
| Tiaa Trust, National Association | 0.00% | Add +23.4% | 53,659 | $1.5M |
| R. W. Roge & Company, Inc. | 0.80% | Reduce -1.7% | 53,349 | $1.5M |
| Modus Advisors, LLC | 0.46% | Reduce -4.3% | 52,342 | $1.5M |
| MidAtlantic Capital Management, Inc. | 1.07% | Reduce -55.2% | 52,260 | $1.5M |
| Medallion Wealth Advisors, LLC | 0.72% | — | 52,120 | $1.5M |
| Spire Wealth Management | 0.04% | Add +37.8% | 51,813 | $1.4M |
| Oxford Financial Group, LTD. LLC | 0.09% | Add +1.1% | 51,579 | $1.4M |
| JFG Wealth Management, LLC | 0.33% | Add +0.1% | 51,428 | $1.4M |
| Wedmont Private Capital | 0.08% | Add +76.2% | 51,357 | $1.4M |
| Destination Wealth Management | 0.04% | Reduce -3.8% | 50,946 | $1.4M |
| Arthur M. Cohen & Associates, LLC | 0.25% | No change | 50,648 | $1.4M |
| JT Stratford LLC | 0.23% | Add +32.6% | 50,359 | $1.4M |
| Security National Bank of So Dak | 0.78% | No change | 50,128 | $1.4M |
| Investors Research Corp | 0.31% | Add +3.9% | 50,064 | $1.4M |
| Stewardship Advisors, LLC | 0.39% | Add +20.3% | 50,048 | $1.4M |
| Comerica Bank | 0.01% | Add +0.7% | 49,737 | $1.4M |
| Guardian Asset Advisors, LLC | 0.89% | Reduce -12.7% | 49,688 | $1.4M |
| SageView Advisory Group, LLC | 0.06% | Add +1.4% | 49,516 | $1.4M |
| Lindenwold Advisors, INC | 0.74% | New | 49,450 | $1.4M |
| Capital Investment Advisors, LLC | 0.03% | Add +17.7% | 49,337 | $1.4M |
| James Investment Research, Inc. | 0.16% | Add +23.4% | 48,757 | $1.4M |
| Keel Point, LLC | 0.11% | Reduce -3.7% | 48,403 | $1.3M |
| Paradigm Capital Management, LLC | 1.26% | Add +12.8% | 47,569 | $1.3M |
| FSA Advisors, Inc. | 1.60% | Add +2.7% | 46,911 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.8% | 46,825 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Add +23.4% | 46,676 | $1.3M |
| Diversified Enterprises, LLC | 0.12% | Reduce -5.3% | 46,408 | $1.3M |
| Fusion Capital, LLC | 0.51% | Reduce -5.0% | 45,744 | $1.3M |
| Plancorp, LLC | 0.05% | No change | 45,720 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -22.4% | 45,713 | $1.3M |
| Accredited Investors Inc. | 0.07% | Reduce -0.4% | 45,704 | $1.3M |
| Forefront Wealth Partners, LLC | 0.95% | — | 45,540 | $1.3M |
| Marotta Asset Management | 0.27% | Reduce -4.5% | 45,582 | $1.3M |
| Capital Advisors Wealth Management, LLC | 0.22% | Add +6.3% | 44,722 | $1.2M |
| Fermata Advisors, LLC | 0.23% | Add +373.0% | 44,538 | $1.2M |
| Insight Wealth Partners, LLC | 0.78% | Reduce -10.6% | 44,437 | $1.2M |
| Advisors Capital Management, LLC | 0.02% | New | 44,380 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Add +103.8% | 43,835 | $1.2M |
| TrueWealth Advisors, LLC | 0.40% | Add +0.4% | 43,417 | $1.2M |
| Capital Square, LLC | 0.69% | Add +11.7% | 41,738 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | Add +1.7% | 43,111 | $1.2M |
| Kathmere Capital Management, LLC | 0.11% | Add +9.2% | 42,669 | $1.2M |
| SIMA Wealth Partners, LLC | 1.01% | Reduce -6.1% | 42,608 | $1.2M |
| OneAscent Financial Services LLC | 0.10% | New | 42,371 | $1.2M |
| K2 Financial Inc. | 1.17% | — | 42,723 | $1.2M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -13.3% | 42,303 | $1.2M |
| BCS Wealth Management | 0.29% | New | 42,258 | $1.2M |
| Waterloo Capital, L.P. | 0.12% | Reduce -0.6% | 42,261 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 42,140 | $1.2M |
| SignalPoint Asset Management, LLC | 0.28% | Add +4.7% | 42,001 | $1.2M |
| Columbia Advisory Partners LLC | 1.09% | Reduce -75.1% | 41,861 | $1.2M |
| Westbourne Investments, Inc. | 0.69% | — | 41,832 | $1.2M |
| Gilbert & Cook, Inc. | 0.16% | Reduce -1.5% | 41,826 | $1.2M |
| Roof Eidam Maycock Peralta, LLC | 0.30% | Add +7.4% | 41,081 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +12.5% | 40,979 | $1.1M |
| Insight Advisors, LLC/ PA | 0.20% | Reduce -31.4% | 40,510 | $1.1M |
| Wealth Group, Ltd. | 0.73% | Add +40.8% | 40,737 | $1.1M |
| Cutter & CO Brokerage, Inc. | 0.28% | Add +0.1% | 40,505 | $1.1M |
| Apella Capital, LLC | 0.04% | Add +4.6% | 40,500 | $1.1M |
| Redwood Financial Network Corp | 0.84% | Add +7.3% | 40,493 | $1.1M |
| United Advisor Group, LLC | 0.22% | Add +96.4% | 40,161 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -14.2% | 40,031 | $1.1M |
| Hoese & Co LLP | 0.97% | Reduce -9.8% | 39,906 | $1.1M |
| Strategic Investment Solutions, Inc. | 0.37% | Reduce -0.8% | 39,789 | $1.1M |
| Apriem Advisors | 0.13% | Reduce -2.0% | 39,346 | $1.1M |
| Cornerstone Wealth Group, LLC | 0.09% | No change | 39,043 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.03% | — | 38,913 | $1.1M |
| Blue Sky Capital Consultants Group, Inc. | 0.65% | — | 38,584 | $1.1M |
| Clearwater Capital Advisors, LLC | 0.10% | Reduce -32.8% | 38,470 | $1.1M |
| Asset Management Group, Inc. | 0.19% | Reduce -0.9% | 38,164 | $1.1M |
| Commerce Bank | 0.01% | Reduce -2.4% | 38,069 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Add +28.2% | 37,916 | $1.1M |
| Aprio Wealth Management, LLC | 0.15% | Add +0.6% | 37,687 | $1.1M |
| Woodmont Investment Counsel LLC | 0.08% | Reduce -1.7% | 37,664 | $1.0M |
| Compass Capital Corp. /Ma/ | 0.41% | — | 37,467 | $1.0M |
| Sunburst Financial Group, LLC | 0.26% | Reduce -0.9% | 37,361 | $1.0M |
| Islay Capital Management, LLC | 0.73% | No change | 37,352 | $1.0M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -6.2% | 37,120 | $1.0M |
| Fort Sheridan Advisors LLC | 0.15% | Add +10.0% | 36,937 | $1.0M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.38% | Reduce -0.2% | 36,800 | $1.0M |
| Cozad Asset Management Inc. | 0.10% | Reduce -6.5% | 36,785 | $1.0M |
| Kiley Juergens Wealth Management, LLC | 0.26% | Reduce -20.4% | 36,725 | $1.0M |
| Quadrant Private Wealth Management, LLC | 0.25% | Add +11.8% | 36,017 | $1.0M |
| SevenBridge Financial Group, LLC | 0.19% | Reduce -72.4% | 35,066 | $1.0M |
| NewEdge Wealth, LLC | 0.02% | No change | 35,940 | $1.0M |
| Headinvest, LLC | 0.19% | Add +9.9% | 35,769 | $997K |
| Sovereign Financial Group, Inc. | 0.23% | Add +0.3% | 35,705 | $995K |
| Planning Center, Inc. | 0.12% | Add +0.5% | 35,189 | $981K |
| Flagship Wealth Advisors, LLC | 0.58% | — | 35,112 | $979K |
| Citadel Advisors | 0.00% | Reduce -70.7% | 35,006 | $976K |
| Kelleher Financial Advisors | 0.37% | No change | 34,720 | $968K |
| Summit Financial Strategies, Inc. | 0.11% | No change | 34,542 | $963K |
| Moneco Advisors, LLC | 0.10% | Add +92.8% | 34,427 | $959K |
| Roffman Miller Associates Inc. | 0.06% | Reduce -7.8% | 34,424 | $959K |
| UMB Bank, n.a. | 0.01% | Reduce -1.3% | 34,094 | $950K |
| Qube Research & Technologies Ltd | 0.00% | Add +436.8% | 34,032 | $948K |
| Financial Life Advisors | 0.36% | No change | 33,972 | $947K |
| Cynosure Group, LLC | 0.14% | No change | 33,841 | $943K |
| Parallel Advisors, LLC | 0.02% | Add +15.4% | 33,426 | $932K |
| IFG Advisory, LLC | 0.05% | New | 33,406 | $931K |
| Aurora Private Wealth, Inc. | 0.70% | Add +4.8% | 33,408 | $931K |
| Castle Wealth Management LLC | 0.37% | Reduce -1.7% | 33,319 | $929K |
| KCM Investment Advisors LLC | 0.03% | No change | 33,297 | $928K |
| Sowell Financial Services LLC | 0.05% | New | 33,275 | $927K |
| Abound Wealth Management | 0.30% | Add +0.7% | 33,206 | $925K |
| Relyea Zuckerberg Hanson LLC | 0.12% | No change | 33,071 | $922K |
| Whitener Capital Management, Inc. | 0.26% | Add +13.5% | 33,000 | $920K |
| Burt Wealth Advisors | 0.23% | Reduce -5.6% | 32,909 | $917K |
| Essex LLC | 0.19% | Reduce -1.8% | 32,786 | $914K |
| ARK & TLK Investments, LLC | 0.32% | No change | 32,697 | $911K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -2.1% | 32,597 | $908K |
| Claris Financial LLC | 0.60% | — | 32,520 | $906K |
| Colorado Capital Management, Inc. | 0.44% | Reduce -9.4% | 32,434 | $904K |
| Hilltop Wealth Advisors, LLC | 0.46% | Reduce -0.5% | 32,436 | $904K |
| AlphaCore Capital LLC | 0.19% | Reduce -9.5% | 32,197 | $897K |
| RDA Financial Network | 0.26% | Add +3.0% | 32,140 | $896K |
| Blackhawk Capital Partners, LLC | 0.46% | Reduce -38.4% | 31,752 | $885K |
| Florida Trust Wealth Management Co | 0.03% | Reduce -15.9% | 31,708 | $884K |
| Legend Financial Advisors, Inc. | 0.62% | Reduce -3.5% | 31,666 | $883K |
| New Century Financial Group, LLC | 0.37% | Reduce -11.0% | 30,870 | $874K |
| Turning Point Benefit Group, Inc. | 0.83% | — | 31,295 | $872K |
| GS Investments, Inc. | 0.39% | Reduce -1.1% | 31,186 | $869K |
| Everstar Asset Management, LLC | 0.61% | Reduce -22.3% | 31,142 | $868K |
| Wealth Architects, LLC | 0.10% | Reduce -2.9% | 31,120 | $867K |
| Missouri Trust & Investment Co | 0.30% | No change | 31,064 | $866K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 31,040 | $865K |
| Baird Financial Group, Inc. | 0.00% | Add +30.1% | 30,980 | $863K |
| Two West Capital Advisors LLC | 0.74% | Reduce -4.7% | 30,879 | $861K |
| Sabal Trust CO | 0.05% | Reduce -14.5% | 30,644 | $854K |
| Fortitude Advisory Group L.L.C. | 0.51% | No change | 30,485 | $850K |
| Fisher Asset Management | 0.00% | Add +7.9% | 30,357 | $846K |
| Intrua Financial, LLC | 0.14% | Reduce -11.9% | 30,330 | $845K |
| Pine Valley Investments Ltd Liability Co | 0.06% | Add +119.8% | 30,228 | $842K |
| Quantinno Capital Management LP | 0.01% | Add +89.5% | 30,137 | $840K |
| DecisionMap Wealth Management, LLC | 0.66% | — | 29,992 | $836K |
| NBT Bank, N.A. | 0.06% | Add +0.3% | 29,983 | $836K |
| Windsor Advisory Group, LLC | 0.97% | Add +2.4% | 29,930 | $834K |
| Callan Capital, LLC | 0.06% | No change | 29,740 | $829K |
| Altfest L J & Co. Inc. | 0.11% | Reduce -0.6% | 29,638 | $826K |
| Smart Portfolios, LLC | 0.86% | Add +0.2% | 29,590 | $825K |
| SpringVest Wealth Management LLC | 0.70% | — | 29,521 | $823K |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -0.2% | 29,472 | $821K |
| Stonebrook Private Inc. | 0.21% | Add +5.7% | 29,214 | $814K |
| OMC Financial Services LTD | 0.35% | Add +1.6% | 29,195 | $814K |
| Renasant Bank | 0.53% | Reduce -54.9% | 29,140 | $812K |
| Mission Wealth Management, LP | 0.02% | No change | 29,133 | $812K |
| Annex Advisory Services, LLC | 0.02% | Add +139.2% | 29,082 | $811K |
| Clarity Capital Advisors, LLC | 0.54% | Add +0.1% | 29,005 | $808K |
| B.O.S.S. Retirement Advisors, LLC | 0.23% | New | 28,993 | $808K |
| Delta Financial Group, Inc. | 0.19% | New | 28,867 | $805K |
| Integrity Financial Corp | 0.46% | Add +3.0% | 28,855 | $804K |
| Watershed Private Wealth LLC | 0.31% | Reduce -0.7% | 28,722 | $800K |
| NorthStar Asset Management LLC | 0.51% | Reduce -0.4% | 28,449 | $793K |
| Element Wealth, LLC | 0.41% | No change | 28,316 | $789K |
| Clear Investment Research, LLC | 1.02% | Reduce -1.1% | 28,307 | $789K |
| Everett Harris & Co. | 0.01% | Add +10.6% | 28,288 | $788K |
| Maia Wealth LLC | 0.17% | Reduce -53.6% | 28,003 | $785K |
| Colton Groome Financial Advisors, LLC | 0.30% | Reduce -3.5% | 28,134 | $784K |
| Lutz Financial Services LLC | 0.06% | No change | 28,076 | $782K |
| TCI Wealth Advisors, Inc. | 0.07% | Reduce -0.7% | 28,008 | $781K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 27,985 | $780K |
| Jentner Corp | 0.23% | Reduce -29.3% | 27,942 | $779K |
| CGN Advisors LLC | 0.08% | Reduce -7.5% | 27,863 | $777K |
| Alpha Omega Wealth Management LLC | 0.15% | Reduce -1.0% | 27,832 | $776K |
| Adero Partners, LLC | 0.05% | Reduce -2.0% | 27,806 | $775K |
| WPG Advisers, LLC | 0.72% | — | 27,683 | $772K |
| Resurgent Financial Advisors LLC | 0.45% | Reduce -3.9% | 27,249 | $759K |
| LifeSteps Financial, Inc. | 0.58% | No change | 27,196 | $758K |
| Dumont & Blake Investment Advisors LLC | 0.20% | Reduce -0.7% | 27,145 | $757K |
| Associated Banc-Corp | 0.02% | No change | 27,144 | $757K |
| Goldstein Advisors, LLC | 0.11% | Reduce -3.1% | 26,962 | $751K |
| Plante Moran Financial Advisors, LLC | 0.06% | No change | 26,855 | $748K |
| Accel Wealth Management | 0.28% | Add +7.7% | 26,806 | $747K |
| Northwest Capital Management Inc | 0.32% | No change | 26,563 | $740K |
| Beam Wealth Advisors, Inc. | 0.23% | New | 26,491 | $738K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -0.1% | 26,400 | $736K |
| Genesee Capital Advisors, LLC | 0.34% | New | 26,350 | $734K |
| Trexquant Investment LP | 0.01% | New | 25,921 | $722K |
| Strategic Financial Concepts, LLC | 0.14% | Add +5.7% | 25,549 | $712K |
| Crescent Grove Advisors, LLC | 0.07% | No change | 25,395 | $708K |
| Ergawealth Advisors, Inc. | 0.35% | Add +2.0% | 25,289 | $705K |
| Ruggaard & Associates LLC | 0.31% | No change | 25,280 | $705K |
| Clifford Swan Investment Counsel LLC | 0.03% | Reduce -13.2% | 25,272 | $704K |
| Lantern Wealth Advisors, LLC | 0.46% | Add +7.9% | 25,233 | $703K |
| NorthRock Partners, LLC | 0.02% | No change | 24,993 | $697K |
| Belpointe Asset Management LLC | 0.04% | Reduce -75.6% | 6,828 | $694K |
| Ogorek Anthony Joseph /NY/ | 0.22% | Reduce -2.2% | 24,838 | $692K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | New | 24,825 | $692K |
| Capital Advisors Inc. | 0.01% | Add +9.1% | 24,647 | $687K |
| TFB Advisors LLC | 0.20% | Add +6.2% | 24,505 | $683K |
| Fulcrum Equity Management | 0.67% | Reduce -7.8% | 24,441 | $681K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +6.6% | 24,431 | $681K |
| L. Roy Papp & Associates, LLP | 0.08% | Reduce -0.6% | 24,421 | $681K |
| Atlas Financial Advisors, Inc. | 1.06% | Add +17.6% | 24,323 | $678K |
| Members Trust Co | 0.02% | No change | 24,148 | $673K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.6% | 24,037 | $670K |
| Lederer & Associates Investment Counsel | 0.47% | Add +0.4% | 23,927 | $667K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -24.8% | 23,915 | $667K |
| Carolinas Wealth Consulting LLC | 0.13% | No change | 23,898 | $666K |
| Pinnacle Financial Partners Inc | 0.01% | Add +1.8% | 23,897 | $666K |
| Prudent Investors Network, Inc. | 0.19% | Add +198.6% | 23,884 | $666K |
| Diversified Portfolios, Inc. | 0.07% | New | 23,832 | $664K |
| Hidden Cove Wealth Management, LLC | 0.54% | — | 23,815 | $664K |
| Granite Bay Wealth Management, LLC | 0.25% | New | 23,752 | $662K |
| Capital Insight Partners, LLC | 0.11% | Reduce -17.8% | 23,718 | $661K |
| Quartz Partners, LLC | 0.40% | Add +28.8% | 23,611 | $658K |
| Pure Financial Advisors, LLC | 0.01% | Add +21.8% | 23,570 | $657K |
| Soundwatch Capital LLC | 0.07% | Add +3.2% | 23,567 | $657K |
| Vantage Financial Partners, LLC | 0.16% | Reduce -49.7% | 23,556 | $657K |
| Aspiriant, LLC | 0.02% | Add +54.0% | 23,403 | $652K |
| Calton & Associates, Inc. | 0.29% | Add +16.5% | 23,345 | $651K |
| 1832 Asset Management L.P. | 0.00% | No change | 23,320 | $650K |
| WealthPLAN Partners, LLC | 0.09% | Reduce -7.9% | 23,230 | $647K |
| Resolute Advisors LLC | 0.13% | Add +0.1% | 23,153 | $645K |
| LexAurum Advisors, LLC | 0.13% | New | 23,063 | $643K |
| ZynergyRetirementPlanningLLC | 0.45% | Reduce -75.0% | 6,110 | $637K |
| Patriot Investment Management Group, Inc. | 0.05% | Reduce -15.3% | 22,666 | $632K |
| Stephens Inc. | 0.01% | Add +65.7% | 22,635 | $631K |
| Front Row Advisors LLC | 0.22% | Reduce -4.7% | 22,632 | $631K |
| Oarsman Capital, Inc. | 0.11% | Reduce -14.9% | 22,600 | $630K |
| SYM FINANCIAL Corp | 0.08% | Reduce -2.6% | 22,556 | $629K |
| Evensky & Katz LLC | 0.04% | No change | 22,495 | $627K |
| Accelerate Investment Advisors LLC | 0.55% | No change | 22,442 | $625K |
| ORG Partners LLC | 0.09% | Add +347.6% | 22,309 | $622K |
| Soltis Investment Advisors LLC | 0.06% | Reduce -1.3% | 22,226 | $619K |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.6% | 22,162 | $618K |
| Hazlett, Burt & Watson, Inc. | 0.27% | Add +34.5% | 22,098 | $617K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Reduce -7.7% | 22,038 | $614K |
| Hoey Investments, Inc. | 0.10% | Reduce -3.3% | 21,935 | $611K |
| First Western Trust Bank | 0.03% | No change | 21,924 | $611K |
| Truepoint, Inc. | 0.02% | Add +10.1% | 21,847 | $609K |
| SOL Capital Management CO | 0.07% | No change | 21,760 | $606K |
| XY Planning Network, Inc. | 0.46% | — | 21,739 | $606K |
| Lakeridge Wealth Management LLC | 0.31% | Reduce -6.2% | 21,723 | $605K |
| Vermillion Wealth Management, Inc. | 0.31% | — | 21,693 | $605K |
| Synergy Financial Group, LTD | 0.50% | Reduce -1.2% | 21,500 | $599K |
| RBA Wealth Management, LLC | 0.23% | Reduce -4.0% | 21,415 | $597K |
| West Branch Capital LLC | 0.19% | No change | 21,328 | $594K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 21,304 | $594K |
| Pennsylvania Capital Management Inc. | 0.20% | Reduce -1.7% | 21,272 | $593K |
| Elser Financial Planning, Inc | 0.04% | No change | 21,184 | $590K |
| Private Trust Co. NA | 0.06% | Reduce -4.7% | 21,166 | $590K |
| SRH Advisors, LLC | 0.17% | No change | 21,160 | $590K |
| SeaBridge Investment Advisors LLC | 0.12% | New | 21,149 | $589K |
| Secure Asset Management, LLC | 0.09% | Add +26.4% | 21,063 | $587K |
| Meeder Advisory Services, Inc. | 0.04% | Reduce -4.2% | 21,012 | $586K |
| New Insight Wealth Advisors | 0.29% | Reduce -0.8% | 20,875 | $582K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Add +9.5% | 20,828 | $580K |
| Bellevue Asset Management, LLC | 0.30% | Add +31.5% | 20,825 | $580K |
| Pinion Investment Advisors, LLC | 0.23% | Add +0.6% | 20,716 | $577K |
| Twelve Points Wealth Management LLC | 0.17% | Reduce -8.5% | 20,692 | $577K |
| MBE Wealth Management, LLC | 0.32% | No change | 20,691 | $577K |
| BIP Wealth, LLC | 0.04% | Add +19.4% | 20,561 | $573K |
| Greenwood Gearhart LLC | 0.04% | Reduce -6.2% | 20,503 | $571K |
| Independent Wealth Network Inc. | 0.23% | Add +35.4% | 20,478 | $571K |
| Gallacher Capital Management LLC | 0.28% | Add +0.1% | 20,320 | $566K |
| WMG Financial Advisors, LLC | 0.24% | Add +2.5% | 20,264 | $565K |
| Valicenti Advisory Services Inc. | 0.14% | Add +4.1% | 20,113 | $561K |
| Westmount Partners, LLC | 0.17% | No change | 20,117 | $561K |
| Boyce & Associates Wealth Consulting, Inc. | 0.57% | Reduce -1.0% | 20,109 | $560K |
| Wescott Financial Advisory Group, LLC | 0.06% | Reduce -17.8% | 20,043 | $559K |
| Evanson Asset Management, LLC | 0.04% | Add +65.7% | 20,032 | $558K |
| NWK Group, Inc. | 0.22% | No change | 20,004 | $558K |
| Cambria Investment Management, L.P. | 0.03% | New | 19,996 | $557K |
| Empowered Funds, LLC | 0.01% | New | 19,996 | $557K |
| Scotia Capital Inc. | 0.00% | Reduce -2.0% | 19,994 | $557K |
| Tiller Private Wealth, Inc. | 0.24% | Reduce -0.1% | 19,988 | $557K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +37.2% | 19,904 | $555K |
| Princeton Global Asset Management LLC | 0.10% | No change | 19,803 | $552K |
| Emprise Bank | 0.31% | Reduce -17.5% | 19,760 | $551K |
| Silver Oak Wealth Advisors Services, LLC | 0.47% | — | 19,694 | $549K |
| Financial Sense Advisors, Inc. | 0.18% | Reduce -41.9% | 19,642 | $547K |
| Avity Investment Management Inc. | 0.04% | Add +2.3% | 19,536 | $544K |
| International Assets Investment Management, LLC | 0.05% | Reduce -48.2% | 19,465 | $542K |
| Fortis Group Advisors, LLC | 0.10% | Reduce -47.3% | 19,388 | $540K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.1% | 19,369 | $540K |
| North Star Asset Management Inc. | 0.02% | Add +6.8% | 19,275 | $537K |
| Roundview Capital LLC | 0.04% | No change | 19,164 | $534K |
| Ground Swell Capital, LLC | 1.16% | New | 19,145 | $534K |
| First Trust Advisors LP | 0.00% | New | 19,123 | $533K |
| GC Wealth Management RIA, LLC | 0.09% | Reduce -9.7% | 18,972 | $529K |
| Good Life Advisors, LLC | 0.04% | Add +28.8% | 18,969 | $529K |
| BlackRock, Inc. | 0.00% | Add +103.1% | 18,889 | $526K |
| Owen LaRue, LLC | 0.27% | Reduce -6.5% | 18,817 | $524K |
| Hilltop Holdings Inc. | 0.03% | Add +12.9% | 18,705 | $521K |
| IVC Wealth Advisors LLC | 0.29% | Reduce -1.1% | 18,687 | $521K |
| Strategic Wealth Investment Group, LLC | 0.03% | New | 18,681 | $521K |
| Mitchell Sinkler & Starr | 0.14% | Add +17.2% | 18,667 | $520K |
| Bond & Devick Financial Network, Inc. | 0.22% | Reduce -75.0% | 4,930 | $514K |
| Farther Finance Advisors, LLC | 0.02% | Add +21.7% | 18,353 | $511K |
| Marcum Wealth, LLC | 0.04% | Reduce -2.0% | 18,352 | $511K |
| WealthCare Investment Partners, LLC | 0.22% | Reduce -0.7% | 18,337 | $511K |
| Alpha Financial Advisors, LLC | 0.23% | No change | 18,286 | $510K |
| Klingman & Associates, LLC | 0.03% | Reduce -2.6% | 18,125 | $505K |
| Advisor OS, LLC | 0.06% | Add +9.1% | 18,059 | $503K |
| BridgePort Financial Solutions, LLC | 0.23% | — | 18,706 | $502K |
| Cabot Wealth Management Inc. | 0.06% | Reduce -12.8% | 17,928 | $500K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Add +101.1% | 17,777 | $495K |
| Focused Wealth Management, Inc | 0.07% | Add +20.9% | 17,717 | $494K |
| Wealthspan Partners, LLC | 0.23% | Add +8.8% | 17,653 | $492K |
| Liberty Wealth Management LLC | 0.08% | New | 17,527 | $492K |
| Caprock Group, LLC | 0.02% | No change | 17,569 | $490K |
| Annandale Capital, LLC | 0.10% | Add +0.1% | 17,436 | $486K |
| Fearless Solutions, LLC dba Best Invest | 0.37% | — | 17,298 | $482K |
| Phil A. Younker & Associates, Ltd. | 0.48% | — | 17,252 | $481K |
| Retirement Planning Group, LLC / NY | 0.53% | — | 17,200 | $479K |
| Moneywise, Inc. | 0.24% | No change | 17,165 | $478K |
| Evergreen Capital Management LLC | 0.02% | Add +3.9% | 17,152 | $478K |
| Ironwood Financial, llc | 0.10% | Add +1.6% | 17,143 | $478K |
| Basepoint Wealth LLC | 0.38% | Reduce -54.5% | 17,054 | $475K |
| Global Assets Advisory, LLC | 0.26% | No change | 17,024 | $474K |
| D L Carlson Investment Group Inc. | 0.08% | Reduce -33.6% | 16,953 | $472K |
| HUB Investment Partners, LLC | 0.02% | Add +3.4% | 16,936 | $472K |
| Beacon Financial Advisory LLC | 0.15% | Add +44.4% | 16,933 | $472K |
| Pathway Financial Advisors LLC | 0.11% | No change | 16,780 | $468K |
| My Legacy Advisors, LLC | 0.18% | Add +11.7% | 16,564 | $467K |
| Geometric Wealth Advisors | 0.08% | No change | 16,688 | $465K |
| Core Wealth Partners LLC | 0.27% | Add +13.0% | 16,680 | $465K |
| Tranquility Partners, LLC | 0.17% | Reduce -1.4% | 16,655 | $464K |
| Hall Capital Management Co. Inc. | 0.22% | — | 16,566 | $462K |
| Ritholtz Wealth Management | 0.01% | No change | 16,535 | $461K |
| American Financial Advisors, LLC | 0.06% | Reduce -3.5% | 16,520 | $460K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +142.0% | 16,371 | $456K |
| Ehrlich Financial Group | 0.32% | Add +33.5% | 16,253 | $453K |
| Fairman Group, LLC | 0.37% | No change | 16,123 | $449K |
| G2 Capital Management, LLC / Oh | 0.13% | No change | 16,092 | $448K |
| Smith Salley Wealth Management | 0.03% | Add +5.4% | 16,073 | $448K |
| Citizens Financial Group Inc. | 0.01% | No change | 16,066 | $448K |
| Carnegie Investment Counsel | 0.01% | Reduce -1.6% | 16,062 | $448K |
| SMART Wealth LLC | 0.16% | Reduce -20.9% | 16,061 | $448K |
| Lantz Financial LLC | 0.12% | No change | 16,052 | $447K |
| Zhang Financial LLC | 0.03% | New | 16,047 | $447K |
| CVFG LLC | 0.41% | — | 16,032 | $447K |
| Fortis Advisors, LLC | 0.29% | Reduce -12.3% | 15,994 | $446K |
| Glassman Wealth Services | 0.07% | Add +0.2% | 15,918 | $444K |
| Bright Futures Wealth Management, LLC. | 0.40% | New | 15,498 | $441K |
| Manske Wealth Management | 0.17% | — | 15,800 | $440K |
| Sharkey, Howes & Javer | 0.06% | No change | 15,792 | $440K |
| Barlow Wealth Partners, LLC | 0.06% | No change | 15,544 | $438K |
| Empower Advisory Group, LLC | 0.00% | Add +77.4% | 15,360 | $428K |
| Arkos Global Advisors | 0.06% | No change | 15,200 | $424K |
| REDW Wealth LLC | 0.15% | Reduce -7.8% | 15,212 | $424K |
| Ipsen Advisor Group LLC | 0.36% | — | 15,121 | $421K |
| Hamilton Capital, LLC | 0.03% | Reduce -75.0% | 15,060 | $420K |
| Prosperity Consulting Group, LLC | 0.03% | No change | 15,049 | $419K |
| Worth Asset Management, LLC | 0.22% | Add +65.9% | 15,021 | $419K |
| Van Hulzen Asset Management, LLC | 0.03% | No change | 15,016 | $418K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -76.4% | 15,060 | $417K |
| Heritage Wealth Partners, LLC | 0.52% | Add +0.1% | 14,920 | $416K |
| Affiance Financial, LLC | 0.10% | Add +0.3% | 14,876 | $415K |
| Vanguard Capital Wealth Advisors | 0.45% | Add +32.8% | 14,853 | $414K |
| Keybank National Association | 0.00% | No change | 14,744 | $411K |
| Diversified Investment Strategies, LLC | 0.27% | Reduce -1.6% | 14,712 | $410K |
| Finer Wealth Management, Inc. | 0.23% | Reduce -3.4% | 14,666 | $409K |
| White Lighthouse Investment Management Inc. | 0.07% | Add +0.5% | 14,655 | $408K |
| Clark Asset Management, LLC | 0.08% | Add +18.4% | 14,635 | $408K |
| Hutchens & Kramer Investment Management Group, LLC | 0.22% | No change | 14,613 | $407K |
| Delta Asset Management LLC | 0.04% | No change | 14,602 | $407K |
| Stokes Family Office, LLC | 0.04% | Add +8.2% | 14,569 | $406K |
| Waterfront Wealth Inc. | 0.10% | Reduce -75.0% | 14,526 | $405K |
| Access Financial Services, Inc. | 0.18% | No change | 14,480 | $404K |
| Beacon Financial Group | 0.04% | Reduce -22.9% | 14,424 | $402K |
| Hohimer Wealth Management, LLC | 0.08% | No change | 14,400 | $401K |
| CPC Advisors, LLC | 0.05% | No change | 14,340 | $400K |
| Legacy Edge Advisors, LLC | 0.06% | Reduce -12.5% | 14,196 | $399K |
| Wealth Effects LLC | 0.14% | Add +10.0% | 14,328 | $399K |
| Coordinated Financial Services, Inc. | 0.31% | — | 14,221 | $396K |
| Vectors Research Management, LLC | 0.13% | No change | 14,100 | $393K |
| Courier Capital LLC | 0.03% | No change | 14,100 | $393K |
| Laird Norton Wetherby Trust Company, LLC | 0.05% | New | 14,052 | $392K |
| Ahl Investment Management, Inc. | 0.27% | No change | 14,040 | $391K |
| Omega Financial Group, LLC | 0.15% | Reduce -1.4% | 13,948 | $389K |
| Traynor Capital Management, Inc. | 0.03% | Add +23.0% | 13,934 | $388K |
| Zacks Investment Management | 0.00% | Reduce -4.5% | 13,848 | $386K |
| CX Institutional | 0.02% | Add +1.0% | 13,831 | $385K |
| Yoffe Investment Management, LLC | 0.57% | — | 13,824 | $385K |
| First National Trust Co | 0.01% | New | 13,794 | $384K |
| SOA Wealth Advisors, LLC. | 0.07% | No change | 13,765 | $384K |
| TPG Advisors LLC | 0.30% | No change | 13,746 | $383K |
| Pursue Wealth Partners LLC | 0.22% | No change | 13,720 | $382K |
| Asio Capital, LLC | 0.07% | No change | 13,716 | $382K |
| Vista Capital Partners, Inc. | 0.04% | No change | 13,680 | $381K |
| Baker Tilly Wealth Management, LLC | 0.15% | Reduce -0.8% | 13,650 | $380K |
| LaFleur & Godfrey LLC | 0.05% | Reduce -0.1% | 13,553 | $378K |
| RIA Advisory Group LLC | 0.13% | Add +0.1% | 13,459 | $375K |
| RE Dickinson Investment Advisors, LLC | 0.32% | Reduce -1.8% | 1,330,888 | $371K |
| Florida Financial Advisors, LLC | 0.16% | New | 13,205 | $369K |
| Harvest Investment Services, LLC | 0.09% | New | 13,229 | $369K |
| AMG National Trust Bank | 0.01% | No change | 13,104 | $365K |
| Golden State Wealth Management, LLC | 0.05% | — | 12,953 | $361K |
| SteelPeak Wealth, LLC | 0.01% | Add +3.2% | 12,945 | $361K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -4.6% | 12,907 | $360K |
| Copley Financial Group, Inc. | 0.27% | Add +20.6% | 12,850 | $358K |
| Grey Fox Wealth Advisors, LLC | 0.10% | No change | 12,743 | $355K |
| Patrick M Sweeney & Associates, Inc. | 0.26% | Add +1.0% | 12,677 | $353K |
| National Wealth Management Group, LLC | 0.23% | Add +44.4% | 12,582 | $351K |
| Waterford Advisors, LLC | 0.18% | No change | 12,580 | $351K |
| Patten & Patten Inc. | 0.02% | New | 12,572 | $350K |
| Axis Wealth Partners, LLC | 0.29% | — | 12,518 | $349K |
| Hudock, Inc. | 0.06% | No change | 12,503 | $348K |
| First Pacific Financial | 0.08% | No change | 12,490 | $348K |
| KFA Private Wealth Group, LLC | 0.15% | No change | 12,473 | $348K |
| Flagship Private Wealth, LLC | 0.17% | No change | 12,410 | $346K |
| LGT Financial Advisors LLC | 0.76% | Reduce -28.9% | 12,341 | $344K |
| Forum Financial Management, LP | 0.01% | No change | 12,318 | $343K |
| Brighton Jones LLC | 0.01% | No change | 12,182 | $340K |
| American Financial & Tax Strategies Inc. | 0.17% | Reduce -12.9% | 12,080 | $337K |
| Peterson Wealth Advisors, LLC | 0.06% | New | 11,801 | $334K |
| Aspen Investment Management Inc | 0.16% | No change | 11,983 | $334K |
| Ted Buchan & Co | 0.16% | Add +27.7% | 11,976 | $334K |
| Paladin Advisory Group, LLC | 0.25% | No change | 11,876 | $331K |
| Burney Co./ | 0.01% | Reduce -45.5% | 11,668 | $325K |
| BankPlus Wealth Management LLC | 0.24% | — | 11,619 | $324K |
| Brickley Wealth Management | 0.07% | Add +14.2% | 11,591 | $323K |
| Navis Wealth Advisors, LLC | 0.35% | No change | 11,552 | $322K |
| Oldfather Financial Services, LLC | 0.12% | No change | 11,537 | $322K |
| Seascape Capital Management | 0.11% | New | 11,520 | $321K |
| Jamison Private Wealth Management, Inc. | 0.05% | Add +31.6% | 11,493 | $320K |
| Joel Isaacson & Co., LLC | 0.01% | New | 11,480 | $320K |
| Uptown Financial Advisors LLC | 0.34% | — | 11,476 | $320K |
| Mission Creek Capital Partners, Inc. | 0.07% | Add +20.2% | 13,652 | $319K |
| Richard P Slaughter Associates Inc | 0.07% | Add +3.3% | 11,371 | $317K |
| Grandview Asset Management LLC | 0.12% | New | 11,307 | $315K |
| Verus Capital Partners, LLC | 0.03% | New | 11,246 | $313K |
| Mason & Associates Inc | 0.07% | No change | 11,240 | $313K |
| American Money Management, LLC | 0.06% | No change | 11,171 | $311K |
| McCarthy & Cox | 0.11% | No change | 11,065 | $308K |
| Lynx Investment Advisory | 0.21% | New | 11,058 | $308K |
| Advyzon Investment Management, LLC | 0.12% | — | 11,011 | $307K |
| Rolek Wealth Management LLC | 0.24% | — | 11,008 | $307K |
| Seneca House Advisors | 0.12% | Reduce -9.7% | 11,005 | $307K |
| Falcon Wealth Planning | 0.03% | New | 10,981 | $306K |
| 3Chopt Investment Partners, LLC | 0.10% | New | 10,940 | $305K |
| GoalVest Advisory LLC | 0.08% | No change | 10,896 | $304K |
| PGIM Custom Harvest LLC | 0.01% | Add +21.8% | 10,896 | $304K |
| Adamsbrown Wealth Consultants LLC | 0.10% | No change | 10,808 | $301K |
| Pinnacle Bancorp, Inc. | 0.10% | Add +14.0% | 10,770 | $300K |
| Equita Financial Network, Inc. | 0.11% | Reduce -14.0% | 10,729 | $299K |
| Curran Financial Partners, LLC | 0.08% | New | 10,720 | $299K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 10,688 | $298K |
| Albion Financial Group | 0.02% | No change | 10,647 | $297K |
| Praetorian Wealth Management, Inc. | 0.07% | New | 10,644 | $297K |
| Strategic Equity Management | 0.12% | Add +10.8% | 10,623 | $296K |
| ETF Store, Inc. | 0.37% | Add +11.5% | 10,616 | $296K |
| Maridea Wealth Management LLC | 0.10% | — | 10,608 | $296K |
| Uptick Partners, LLC | 0.11% | Add +26.2% | 10,604 | $296K |
| Columbia Bank | 0.10% | No change | 10,740 | $295K |
| McDonald Partners LLC | 0.08% | No change | 10,600 | $295K |
| Private Management Group Inc. | 0.01% | No change | 10,588 | $295K |
| Merriman Wealth Management, LLC | 0.01% | No change | 10,552 | $294K |
| Earned Wealth Advisors, LLC | 0.09% | No change | 10,552 | $294K |
| Evermay Wealth Management LLC | 0.04% | No change | 10,512 | $293K |
| Atlas Brown,Inc. | 0.10% | Add +0.1% | 10,488 | $292K |
| Ascension Capital Advisors, Inc. | 0.13% | Add +3.9% | 10,481 | $292K |
| Liberty Square Wealth Partners LLC | 0.11% | — | 10,000 | $289K |
| Signal Advisors Wealth, LLC | 0.03% | New | 10,340 | $288K |
| Avantra Family Wealth, Inc. | 0.27% | — | 10,292 | $287K |
| Freestone Capital Holdings, LLC | 0.01% | Add +21.6% | 10,291 | $287K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -4.5% | 10,053 | $283K |
| Stenger Family Office, LLC | 0.10% | — | 10,141 | $283K |
| Wolff Financial Management LLC | 0.08% | Add +9.8% | 10,111 | $282K |
| Koss-Olinger Consulting, LLC | 0.02% | No change | 10,000 | $279K |
| Arete Wealth Advisors, LLC | 0.02% | Add +13.7% | 9,945 | $278K |
| Canandaigua National Bank & Trust Co. | 0.03% | No change | 9,936 | $277K |
| Trust Co of the South | 0.06% | No change | 9,920 | $276K |
| VestGen Investment Management | 0.08% | No change | 9,908 | $276K |
| Kavar Capital Partners Group, LLC | 0.05% | Add +1.6% | 9,884 | $275K |
| Pegasus Asset Management, Inc. | 0.10% | No change | 9,874 | $275K |
| Godsey & Gibb, Inc. | 0.03% | Add +25.4% | 9,858 | $275K |
| Cannon Financial Strategists, Inc. | 0.05% | Reduce -1.8% | 9,844 | $274K |
| Check Capital Management Inc. | 0.02% | No change | 9,800 | $273K |
| Cypress Capital Management LLC (WY) | 0.31% | Add +158.8% | 9,751 | $272K |
| CWC Advisors, LLC. | 0.27% | No change | 9,728 | $271K |
| Fourth Dimension Wealth, LLC | 0.14% | — | 9,696 | $270K |
| Stolper Co | 0.09% | Reduce -1.7% | 9,606 | $268K |
| Riverstone Advisors, LLC | 0.15% | No change | 9,560 | $266K |
| Continuum Advisory, LLC | 0.03% | Reduce -70.4% | 9,522 | $265K |
| MRWM Advisors, LLC | 0.21% | — | 9,518 | $265K |
| Pinkerton Wealth, LLC | 0.04% | Reduce -6.7% | 9,516 | $265K |
| Palisade Asset Management, LLC | 0.03% | No change | 9,484 | $264K |
| Investments & Financial Planning, LLC | 0.16% | No change | 9,457 | $264K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +9.3% | 9,411 | $262K |
| Inspire Advisors, LLC | 0.03% | New | 9,382 | $261K |
| Morton Brown Family Wealth, LLC | 0.09% | No change | 9,376 | $261K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -30.2% | 9,299 | $259K |
| Duncan Williams Asset Management, LLC | 0.10% | New | 9,235 | $257K |
| Red Door Wealth Management, LLC | 0.04% | Add +1.1% | 9,208 | $257K |
| BNC Wealth Management, LLC | 0.08% | Reduce -21.4% | 9,198 | $256K |
| Wedbush Securities Inc. | 0.01% | Add +4.8% | 9,184 | $256K |
| Rice Partnership, LLC | 0.05% | No change | 9,137 | $255K |
| Bishop & Co Investment Management, LLC | 0.10% | Reduce -1.0% | 9,040 | $252K |
| First Heartland Consultants, Inc. | 0.03% | Add +6.7% | 9,032 | $252K |
| Promus Capital, LLC | 0.19% | — | 9,008 | $251K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 8,995 | $251K |
| Saxon Interests, Inc. | 0.11% | No change | 8,984 | $250K |
| Confluence Wealth Services, Inc. | 0.02% | New | 8,608 | $250K |
| QRG Capital Management, Inc. | 0.00% | New | 8,955 | $250K |
| Hartline Investment Corp./ | 0.03% | Reduce -0.8% | 8,924 | $249K |
| Vanguard Group Inc. | 0.00% | Reduce -1.2% | 8,908 | $248K |
| Francis Financial, Inc. | 0.06% | No change | 8,888 | $248K |
| Simplicity Wealth,LLC | 0.05% | Add +3.6% | 8,881 | $248K |
| Davis Capital Management | 0.20% | Add +57.7% | 8,864 | $247K |
| JPL Wealth Management, LLC | 0.07% | — | 8,756 | $244K |
| Brightwater Advisory LLC | 0.19% | Reduce -4.1% | 8,721 | $243K |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.3% | 8,720 | $243K |
| Operose Advisors LLC | 0.08% | No change | 8,719 | $243K |
| Portfolio Design Labs, LLC | 0.05% | New | 8,648 | $241K |
| Summit Wealth Group, LLC | 0.07% | No change | 8,456 | $236K |
| Presidio Capital Management, LLC | 0.13% | No change | 8,452 | $236K |
| Carlson Capital Management | 0.01% | No change | 8,400 | $234K |
| Wayfinding Financial, LLC | 0.13% | New | 8,408 | $234K |
| ForthRight Wealth Management, LLC | 0.08% | No change | 8,372 | $233K |
| Investment Advisory Group, LLC | 0.08% | No change | 8,369 | $233K |
| William Howard & Co Financial Advisors Inc | 0.21% | No change | 8,329 | $232K |
| Kilter Group LLC | 0.15% | — | 8,253 | $230K |
| Gradient Investments LLC | 0.00% | Reduce -4.5% | 8,244 | $230K |
| Elios Financial Group Inc. | 0.11% | Add +0.8% | 8,230 | $229K |
| Mirador Capital Partners LP | 0.04% | Reduce -1.2% | 8,175 | $228K |
| Coastwise Capital Group, LLC | 0.18% | Reduce -1.3% | 8,161 | $227K |
| Fragasso Financial Advisors Inc | 0.02% | No change | 8,124 | $226K |
| Redwood Investment Management, LLC | 0.02% | Reduce -3.0% | 8,120 | $226K |
| Elevation Wealth Partners, LLC | 0.10% | No change | 8,093 | $226K |
| Morris Financial Concepts, Inc. | 0.10% | Reduce -15.4% | 8,076 | $225K |
| Boomfish Wealth Group, LLC | 0.14% | New | 8,060 | $225K |
| Millennium Management | 0.00% | New | 8,027 | $224K |
| Arista Wealth Management, LLC | 0.05% | No change | 8,008 | $223K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -33.3% | 8,004 | $223K |
| Franklin Resources Inc. | 0.00% | No change | 7,968 | $222K |
| Monterey Private Wealth, Inc. | 0.07% | New | 7,939 | $221K |
| Investment Planning Advisors, Inc. | 0.10% | New | 7,925 | $221K |
| Forza Wealth Management, LLC | 0.10% | No change | 7,896 | $220K |
| Insight Wealth Strategies, LLC | 0.03% | No change | 7,888 | $220K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 7,866 | $219K |
| Precedent Wealth Partners, LLC | 0.07% | Reduce -28.0% | 7,855 | $219K |
| Pittenger & Anderson Inc. | 0.01% | No change | 7,812 | $218K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -9.3% | 7,800 | $217K |
| Bell Investment Advisors, Inc | 0.04% | Add +1.3% | 7,796 | $217K |
| Glenview Trust Co | 0.00% | Reduce -56.1% | 7,772 | $217K |
| FourThought Financial Partners, LLC | 0.02% | New | 7,760 | $216K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -38.5% | 7,723 | $215K |
| Argent Trust Co | 0.01% | No change | 7,720 | $215K |
| Saxony Capital Management, LLC | 0.19% | New | 7,710 | $215K |
| Advocate Group LLC | 0.04% | Add +0.2% | 7,701 | $215K |
| Fonville Wealth Management LLC | 0.07% | Reduce -3.7% | 7,660 | $213K |
| Penobscot Wealth Management | 0.10% | New | 7,632 | $213K |
| Round Rock Advisors LLC | 0.04% | New | 7,617 | $212K |
| American Institute for Advanced Investment Management, LLP | 0.16% | New | 7,600 | $212K |
| Plan Group Financial, LLC | 0.11% | Reduce -6.4% | 7,586 | $211K |
| Delta Investment Management, LLC | 0.04% | New | 7,572 | $211K |
| Davis Wealth Advisors, LLC | 0.23% | — | 7,567 | $211K |
| Tull Financial Group, Inc. | 0.13% | New | 7,560 | $211K |
| Cladis Investment Advisory, LLC | 0.15% | New | 7,536 | $210K |
| Traphagen Investment Advisors LLC | 0.02% | New | 7,525 | $210K |
| Citizens National Bank Trust Department | 0.04% | No change | 7,452 | $208K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 7,420 | $207K |
| Palouse Capital Management, Inc. | 0.14% | Add +0.8% | 7,381 | $206K |
| Bellwether Advisors, LLC | 0.04% | New | 7,341 | $205K |
| WASHINGTON TRUST Co | 0.01% | No change | 7,340 | $205K |
| Advisor Resource Council | 0.15% | New | 7,336 | $204K |
| Latitude Advisors, LLC | 0.12% | New | 7,336 | $204K |
| Colonial River Investments, LLC | 0.10% | New | 7,335 | $204K |
| Highland Capital Management, LLC | 0.01% | Reduce -5.1% | 7,300 | $203K |
| Castle Rock Wealth Management, LLC | 0.05% | New | 7,028 | $203K |
| Rodgers & Associates, LTD | 0.02% | Reduce -16.1% | 7,280 | $203K |
| Financial Partners Group, Inc | 0.03% | New | 7,268 | $203K |
| Keystone Wealth Services, LLC | 0.05% | New | 7,246 | $202K |
| AssuredPartners Investment Advisors, LLC | 0.04% | — | 7,216 | $201K |
| Lathrop Investment Management Co. | 0.04% | Reduce -14.3% | 7,200 | $201K |
| Prepared Retirement Institute LLC | 0.11% | New | 7,208 | $201K |
| Crestwood Advisors Group, LLC | 0.00% | New | 7,196 | $201K |
| PKS Advisory Services, LLC | 0.05% | — | 7,182 | $200K |
| FLP Wealth Management, LLC | 0.49% | — | 6,922 | $193K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -31.4% | 6,824 | $192K |
| Anchor Investment Management, LLC | 0.02% | No change | 6,616 | $184K |
| Glenmede Trust Co. NA | 0.00% | No change | 6,580 | $183K |
| WR Wealth Planners, LLC | 0.06% | Reduce -44.8% | 6,385 | $178K |
| Hantz Financial Services, Inc. | 0.00% | Add +192.8% | 6,336 | $177K |
| Headlands Technologies LLC | 0.02% | New | 6,272 | $175K |
| Global Wealth Strategies & Associates | 0.05% | No change | 5,784 | $161K |
| Clearstead Trust, LLC | 0.03% | No change | 5,756 | $160K |
| Accredited Wealth Management, LLC | 0.14% | — | 5,636 | $157K |
| United Community Bank | 0.06% | New | 5,600 | $156K |
| Salem Investment Counselors Inc. | 0.01% | Add +51.6% | 5,487 | $153K |
| Pflug Koory, LLC | 0.01% | Add +0.1% | 5,475 | $153K |
| Pathway Financial Advisers, LLC | 0.05% | New | 5,460 | $152K |
| Quadrant Capital Group LLC | 0.01% | Add +2988.6% | 5,436 | $152K |
| Fifth Third Bancorp | 0.00% | No change | 5,376 | $150K |
| Nova Wealth Management, Inc. | 0.13% | — | 5,312 | $148K |
| Stonebridge Financial Group, LLC | 0.02% | — | 5,040 | $140K |
| Blue Trust, Inc. | 0.00% | Reduce -67.6% | 5,027 | $140K |
| Tucker Asset Management LLC | 0.03% | Add +0.7% | 4,922 | $137K |
| TD Capital Management LLC | 0.01% | Add +0.1% | 4,897 | $136K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -38.4% | 4,880 | $136K |
| Johnson Financial Group, Inc. | 0.01% | No change | 4,752 | $135K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -32.3% | 4,718 | $131K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +0.7% | 4,652 | $130K |
| YANKCOM Partnership | 0.07% | — | 4,608 | $128K |
| Main Street Group, LTD | 0.05% | No change | 4,548 | $127K |
| Balefire, LLC | 0.04% | Add +6.8% | 4,491 | $125K |
| Hexagon Capital Partners LLC | 0.02% | Reduce -12.2% | 4,382 | $122K |
| Castleview Partners, LLC | 0.07% | No change | 4,364 | $121K |
| Capital Analysts, LLC | 0.00% | Reduce -34.9% | 4,260 | $119K |
| Kennebec Savings Bank | 0.12% | No change | 4,300 | $119K |
| PSI Advisors, LLC | 0.04% | No change | 4,228 | $118K |
| Wood Tarver Financial Group, LLC | 0.04% | — | 4,104 | $114K |
| JNBA Financial Advisors | 0.01% | No change | 4,069 | $113K |
| Tradewinds Capital Management, LLC | 0.03% | Add +2.0% | 4,032 | $112K |
| Mb, Levis & Associates, LLC | 0.06% | No change | 4,011 | $112K |
| Friedenthal Financial | 0.06% | No change | 3,824 | $107K |
| Pinney & Scofield, Inc. | 0.08% | — | 3,760 | $105K |
| Laurel Wealth Advisors LLC | 0.02% | Reduce -3.4% | 3,750 | $105K |
| Wolff Wiese Magana LLC | 0.07% | No change | 3,562 | $99K |
| Armor Investment Advisors, LLC | 0.04% | Reduce -25.2% | 3,260 | $91K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +3.6% | 3,154 | $88K |
| VSM Wealth Advisory, LLC | 0.03% | — | 3,128 | $87K |
| Phillips Financial Management, LLC | 0.01% | Add +204.7% | 3,096 | $86K |
| Toth Financial Advisory Corp. | 0.01% | Add +0.8% | 3,086 | $86K |
| C M Bidwell & Associates Ltd. | 0.05% | Add +0.2% | 3,082 | $86K |
| Evolution Advisers, Inc. | 0.05% | Reduce -18.5% | 3,032 | $84K |
| Tidemark, LLC | 0.03% | No change | 2,936 | $82K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 2,880 | $80K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 2,855 | $80K |
| Beacon Capital Management, LLC | 0.01% | Add +1.4% | 2,847 | $79K |
| Avion Wealth | 0.02% | No change | 2,839 | $79K |
| Morling Financial Advisors, LLC | 0.03% | New | 2,784 | $78K |
| Briaud Financial Planning Inc | 0.03% | No change | 2,736 | $76K |
| Horizon Financial Services, LLC | 0.04% | Add +13.1% | 2,638 | $74K |
| Compass Planning Associates Inc | 0.07% | — | 2,497 | $70K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,408 | $67K |
| Blume Capital Management, Inc. | 0.01% | No change | 2,400 | $67K |
| Kozak & Associates, Inc. | 0.01% | Reduce -75.0% | 2,272 | $64K |
| Whipplewood Advisors, LLC | 0.03% | — | 2,172 | $61K |
| City Holding Co. | 0.01% | Reduce -3.1% | 2,100 | $59K |
| Quent Capital, LLC | 0.01% | No change | 2,088 | $58K |
| HighMark Wealth Management LLC | 0.03% | No change | 2,045 | $57K |
| Bangor Savings Bank | 0.01% | Reduce -22.7% | 2,040 | $57K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,920 | $53K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 1,912 | $53K |
| Caitlin John, LLC | 0.04% | Reduce -75.0% | 1,880 | $52K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 1,852 | $52K |
| EPG Wealth Management LLC | 0.01% | No change | 1,827 | $51K |
| Creative Capital Management Investments LLC | 0.02% | No change | 1,825 | $51K |
| MCF Advisors LLC | 0.00% | No change | 1,812 | $51K |
| Bernard Wealth Management Corp. | 0.02% | — | 1,811 | $50K |
| Hanseatic Management Services Inc. | 0.06% | Add +1.8% | 1,775 | $49K |
| Pineridge Advisors LLC | 0.02% | Add +87.7% | 1,757 | $49K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,748 | $49K |
| AllSquare Wealth Management LLC | 0.03% | Add +101.9% | 1,712 | $48K |
| West Paces Advisors Inc. | 0.01% | No change | 1,708 | $48K |
| Dunhill Financial, LLC | 0.02% | New | 1,660 | $46K |
| Quest 10 Wealth Builders, Inc. | 0.05% | — | 1,628 | $45K |
| Avalon Trust Co | 0.00% | No change | 1,600 | $45K |
| Hopwood Financial Services, Inc. | 0.03% | — | 1,584 | $44K |
| Marshall Investment Management, LLC | 0.02% | — | 390 | $41K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | Add +0.1% | 1,450 | $40K |
| Trust Co | 0.00% | No change | 1,424 | $40K |
| Founders Capital Management | 0.02% | No change | 1,404 | $39K |
| Roble, Belko & Company, Inc | 0.01% | No change | 1,356 | $38K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 1,304 | $36K |
| CENTRAL TRUST Co | 0.00% | No change | 1,296 | $36K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,280 | $36K |
| MPWM Advisory Solutions, LLC | 0.03% | — | 1,276 | $36K |
| MeadowBrook Investment Advisors LLC | 0.03% | No change | 1,244 | $35K |
| Bokf, NA | 0.00% | No change | 1,224 | $34K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 1,188 | $33K |
| Tsfg, LLC | 0.01% | No change | 1,200 | $33K |
| National Bank of Canada | 0.00% | Add +44.9% | 1,124 | $31K |
| Human Investing LLC | 0.01% | New | 1,025 | $29K |
| Versant Capital Management, Inc | 0.01% | No change | 1,017 | $28K |
| WealthCollab, LLC | 0.02% | No change | 1,000 | $28K |
| Sandy Spring Bank | 0.00% | Reduce -61.6% | 996 | $28K |
| Fairfield Financial Advisors, LTD | 0.01% | Reduce -0.1% | 991 | $28K |
| HM Payson & Co. | 0.00% | No change | 944 | $26K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 904 | $25K |
| Optimum Investment Advisors | 0.01% | No change | 876 | $24K |
| Y.D. More Investments Ltd | 0.00% | No change | 872 | $24K |
| Raleigh Capital Management Inc. | 0.01% | No change | 848 | $24K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 816 | $23K |
| Raffa Wealth Management, LLC | 0.01% | New | 815 | $23K |
| St Germain D J Co. Inc. | 0.00% | Add +0.1% | 813 | $23K |
| CGC Financial Services, LLC | 0.01% | No change | 800 | $22K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Reduce -0.3% | 782 | $22K |
| Horizon Investments, LLC | 0.00% | Add +93.5% | 743 | $21K |
| Synergy Investment Management, LLC | 0.01% | — | 732 | $20K |
| Archer Investment Corp | 0.01% | Add +0.1% | 713 | $20K |
| Lee Danner & Bass Inc. | 0.00% | New | 700 | $20K |
| Basso Capital Management, L.P. | 0.02% | New | 692 | $19K |
| Heritage Wealth Advisors | 0.00% | Reduce -0.1% | 683 | $19K |
| CNB Bank | 0.01% | No change | 660 | $18K |
| Rosenberg Matthew Hamilton | 0.00% | New | 657 | $18K |
| Anfield Capital Management, LLC | 0.01% | Reduce -72.6% | 648 | $18K |
| Clean Yield Group | 0.01% | No change | 608 | $17K |
| Creekmur Asset Management LLC | 0.00% | Add +146.7% | 602 | $17K |
| Sound Income Strategies, LLC | 0.00% | Add +5.8% | 601 | $17K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 600 | $17K |
| Red Tortoise LLC | 0.01% | New | 564 | $16K |
| Wagner Wealth Management, LLC | 0.00% | Add +11.0% | 555 | $15K |
| Morse Asset Management, Inc | 0.00% | Reduce -1.4% | 552 | $15K |
| Eagle Bay Advisors LLC | 0.01% | Add +293.6% | 551 | $15K |
| JDM Financial Group LLC | 0.01% | No change | 512 | $14K |
| City State Bank | 0.01% | Add +142.3% | 504 | $14K |
| Key Financial Inc | 0.00% | No change | 496 | $14K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 496 | $14K |
| Chesapeake Asset Management LLC | 0.01% | No change | 480 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -6.3% | 476 | $13K |
| ROSS\JOHNSON & Associates LLC | 0.29% | — | 452 | $13K |
| LRI Investments, LLC | 0.00% | Reduce -75.0% | 448 | $12K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -90.1% | 438 | $12K |
| Atlas Capital Advisors Inc. | 0.00% | Add +89.3% | 424 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 408 | $11K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 400 | $11K |
| PrairieView Partners, LLC | 0.00% | No change | 400 | $11K |
| 10Elms LLP | 0.01% | — | 392 | $11K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -71.6% | 392 | $11K |
| EnRich Financial Partners LLC | 0.00% | Add +9.1% | 384 | $11K |
| AlphaMark Advisors, LLC | 0.00% | New | 360 | $10K |
| Crewe Advisors LLC | 0.00% | Reduce -0.3% | 347 | $10K |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -74.9% | 317 | $9K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 300 | $8K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -0.7% | 290 | $8K |
| Towne Trust Company, N.A | 0.00% | New | 276 | $8K |
| NFSG Corp | 0.00% | New | 266 | $7K |
| Costello Asset Management, INC | 0.00% | No change | 256 | $7K |
| Breakwater Investment Management | 0.00% | Add +142.3% | 252 | $7K |
| Financial Life Planners | 0.01% | — | 250 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 248 | $7K |
| Ransom Advisory, Ltd | 0.00% | Add +0.5% | 201 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 176 | $5K |
| Addison Advisors LLC | 0.00% | No change | 160 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 125 | $3K |
| Spurstone Advisory Services, LLC | 0.06% | — | 112 | $3K |
| Keener Financial Planning LLC | 0.00% | New | 108 | $3K |
| Thompson Investment Management, Inc. | 0.00% | No change | 104 | $3K |
| Trust Co. of Vermont | 0.00% | No change | 92 | $3K |
| New Wave Wealth Advisors LLC | 0.00% | Reduce -99.0% | 87 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 80 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 80 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 68 | $2K |
| Whittier Trust Co. | 0.00% | No change | 52 | $1K |
| Runnymede Capital Advisors, Inc. | 0.00% | — | 51 | $1K |
| Concord Wealth Partners | 0.00% | Reduce -57.1% | 24 | $669 |
| Financial Gravity Companies, Inc. | 0.00% | No change | 20 | $557 |
| Cranbrook Wealth Management, LLC | 0.00% | New | 11 | $307 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 8 | $223 |
| Synergy Asset Management, LLC | 0.00% | New | 1 | $140 |
| High Note Wealth, LLC | 0.00% | New | 3 | $81 |
| Lanark Financial, Inc. | 0.01% | — | 2 | $62 |
| Eukles Asset Management | 0.00% | New | 2 | $56 |
| Truvestments Capital LLC | 0.00% | New | 2 | $56 |
| NewSquare Capital LLC | 0.00% | Add +0.0% | 1 | $40 |
"% 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.