Schwab US Large-Cap GrowthSCHGETF
13F holders, Q1 2025 (March 31)1,379holders −7
90new positions
93sold out
5famous investors
$25.05avg. 13F price*
At the end of Q1 2025, 1,379 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings, down 7 from Q4 2024. 90 opened new positions and 93 sold out. The largest holders were Envestnet Asset Management Inc. ($1.2B), Sei Investments Co. ($1.0B) and Mather Group, Llc. ($1.0B). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Schwab US Large-Cap Growth
- CUSIP
- 808524300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $89.5M |
| Exits | 93 | $92.2M |
All 13F filers, Q4 2024 → Q1 2025: 60,306,369 shares bought and 1,592,262,058 shares sold, net −1,531,955,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,379 holders
| Envestnet Asset Management Inc. | 0.39% | Add +13.6% | 48,260,555 | $1.2B |
| Sei Investments Co. | 1.33% | Add +8.0% | 41,221,209 | $1.0B |
| Mather Group, Llc. | 11.71% | Add +3.2% | 40,450,598 | $1.0B |
| Financial Engines Advisors L.L.C. | 2.05% | Reduce -4.0% | 38,186,941 | $956.2M |
| LPL Financial LLC | 0.24% | Add +11.6% | 24,607,170 | $616.2M |
| Osaic Holdings, Inc. | 0.99% | Add +23.3% | 17,660,027 | $442.2M |
| Mariner, LLC | 0.72% | Add +0.6% | 17,277,037 | $432.6M |
| Ameriprise Financial Inc. | 0.10% | Add +7.7% | 15,477,880 | $387.6M |
| Avantax Planning Partners, Inc. | 13.20% | Reduce -3.1% | 14,887,267 | $372.8M |
| Raymond James Financial Inc. | 0.14% | Add +2.3% | 14,822,162 | $371.1M |
| Fund Evaluation Group, LLC | 11.01% | Reduce -6.6% | 10,171,352 | $254.7M |
| Morgan Stanley | 0.02% | Reduce -12.6% | 9,553,769 | $239.2M |
| Cetera Investment Advisers | 0.45% | Add +27.9% | 9,339,176 | $233.9M |
| OneDigital Investment Advisors LLC | 2.46% | Add +1.0% | 8,301,684 | $207.9M |
| Northwestern Mutual Wealth Management Co. | 0.17% | Add +6.6% | 8,250,812 | $206.6M |
| Bank of America Corp. | 0.02% | Add +7.9% | 7,669,877 | $192.1M |
| HighTower Advisors, LLC | 0.26% | Add +70.8% | 7,614,284 | $190.7M |
| Cwm, LLC | 0.72% | Add +3.4% | 7,213,032 | $180.6M |
| MML Investors Services, LLC | 0.59% | Add +12.3% | 7,065,460 | $176.9M |
| JPMorgan Chase & Co. | 0.01% | Add +16.0% | 6,958,280 | $174.2M |
| McAdam, LLC | 10.36% | Reduce -12.3% | 6,685,573 | $167.4M |
| NorthCoast Asset Management LLC | 0.69% | Reduce -6.4% | 5,487,959 | $137.4M |
| Moneta Group Investment Advisors LLC | 1.83% | Add +10.4% | 5,301,276 | $132.7M |
| Avantax Advisory Services, Inc. | 0.77% | Add +22.2% | 5,048,098 | $126.4M |
| Thrive Wealth Management, LLC | 22.91% | Reduce -6.6% | 4,788,212 | $119.9M |
| Clark Capital Management Group, Inc. | 0.83% | Add +56.1% | 4,651,417 | $116.5M |
| Focus Financial Network, Inc. | 4.69% | Reduce -0.6% | 4,580,537 | $114.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -3.0% | 4,353,238 | $109.0M |
| Commonwealth Equity Services, LLC | 0.14% | Add +4.2% | 4,083,199 | $102.2M |
| Marquette Asset Management, LLC | 17.64% | Reduce -0.8% | 3,997,684 | $100.1M |
| Beacon Pointe Advisors, LLC | 1.03% | Add +4.6% | 3,642,930 | $91.2M |
| Cambridge Investment Research Advisors, Inc. | 0.31% | Add +22.3% | 3,632,538 | $91.0M |
| Wells Fargo & Company | 0.02% | Add +13.6% | 3,598,429 | $90.1M |
| Two Sigma Investments, LP | 0.20% | Add +11.0% | 3,557,323 | $89.1M |
| HHM Wealth Advisors, LLC | 11.95% | Add +3.2% | 3,543,726 | $88.7M |
| Truist Financial Corp. | 0.13% | Add +6.9% | 3,215,418 | $80.5M |
| Assetmark, Inc. | 0.22% | Add +1.5% | 3,168,418 | $79.3M |
| Financial Advisors, LLC | 15.33% | Reduce -2.7% | 3,102,728 | $77.7M |
| Rainey & Randall Wealth Advisors Inc. | 15.14% | Add +0.7% | 3,090,227 | $77.4M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -5.6% | 3,065,521 | $76.8M |
| Cerity Partners LLC | 0.16% | Add +4.3% | 3,044,472 | $76.2M |
| Krilogy Financial LLC | 4.72% | Add +3.2% | 2,911,879 | $72.9M |
| Legacy Financial Strategies, LLC | 15.67% | Add +4.4% | 2,869,487 | $71.9M |
| Prime Capital Investment Advisors, LLC | 0.81% | Add +45.9% | 2,780,742 | $69.6M |
| Golden Reserve Retirement LLC | 27.68% | — | 2,779,742 | $69.6M |
| Royal Bank of Canada | 0.02% | Add +0.4% | 2,775,383 | $69.5M |
| Lido Advisors, LLC | 0.40% | Add +9.2% | 2,698,795 | $67.6M |
| Angeles Wealth Management, LLC | 5.55% | Add +33.3% | 2,665,995 | $66.8M |
| Kestra Advisory Services, LLC | 0.29% | Add +2.0% | 2,369,371 | $59.3M |
| Stifel Financial Corp. | 0.06% | Add +38.1% | 2,307,178 | $57.8M |
| Brio Consultants, LLC | 8.94% | Reduce -11.9% | 2,273,321 | $56.9M |
| MAI Capital Management | 0.43% | Add +0.6% | 2,251,048 | $56.4M |
| Berger Financial Group, Inc | 3.84% | Add +3.2% | 2,207,231 | $55.3M |
| United Capital Financial Advisors, LLC | 0.47% | Reduce -1.6% | 2,196,439 | $55.0M |
| Waverly Advisors, LLC | 0.67% | Add +211.9% | 2,185,039 | $54.7M |
| Park Avenue Securities LLC | 0.67% | Add +29.3% | 2,182,955 | $54.7M |
| HRC Wealth Management, LLC | 33.39% | Reduce -0.5% | 2,148,750 | $53.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.99% | Reduce -4.0% | 2,127,611 | $53.3M |
| Koshinski Asset Management, Inc. | 4.38% | Reduce -99.9% | 2,057,977 | $51.5M |
| Financial Counselors Inc. | 0.76% | Add +0.8% | 2,001,404 | $50.1M |
| Financial Management Professionals, Inc. | 6.08% | Add +3.7% | 1,902,447 | $47.6M |
| Visionary Wealth Advisors | 2.85% | Reduce -0.3% | 1,896,214 | $47.5M |
| Nadler Financial Group, Inc. | 5.25% | Reduce -4.0% | 1,891,862 | $47.4M |
| Creative Planning | 0.04% | Add +3.0% | 1,881,483 | $47.1M |
| Northern Capital Management, Inc. | 30.03% | Reduce -3.9% | 1,839,298 | $46.1M |
| Gemmer Asset Management LLC | 4.57% | Add +0.9% | 1,828,284 | $45.8M |
| Kelman-Lazarov, Inc. | 8.31% | Reduce -1.7% | 1,827,134 | $45.8M |
| UBS Group AG | 0.01% | Reduce -1.2% | 1,808,053 | $45.3M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Reduce -35.1% | 1,796,120 | $45.0M |
| Forte Capital LLC | 5.21% | Reduce -1.0% | 1,753,774 | $43.9M |
| Cornerstone Wealth Advisors, Inc. | 12.12% | Add +2.0% | 1,742,740 | $43.6M |
| Main Street Financial Solutions, LLC | 3.75% | Reduce -0.3% | 1,726,023 | $43.2M |
| Focus Partners Advisor Solutions, LLC | 0.64% | Reduce -4.3% | 1,689,445 | $42.3M |
| Charles Schwab Trust Co | 3.52% | Add +21.8% | 1,678,384 | $42.0M |
| Burkett Financial Services, LLC | 17.10% | Reduce -2.6% | 1,675,726 | $42.0M |
| Captrust Financial Advisors | 0.10% | Reduce -1.2% | 1,641,423 | $41.1M |
| Tradition Wealth Management, LLC | 3.61% | Reduce -0.3% | 1,636,452 | $41.0M |
| Rollins Financial Advisors, LLC | 7.06% | Add +1.9% | 1,619,495 | $40.6M |
| B&D White Capital Company, LLC | 5.97% | Add +33.5% | 1,618,148 | $40.5M |
| Strategic Blueprint, LLC | 2.18% | Add +8.4% | 1,597,817 | $40.0M |
| Schneider Downs Wealth Management Advisors, LP | 7.16% | Add +3.4% | 1,578,030 | $39.5M |
| HB Wealth Management, LLC | 0.33% | Reduce -0.2% | 1,576,201 | $39.5M |
| XML Financial, LLC | 3.66% | Add +1.0% | 1,563,630 | $39.2M |
| Summit Wealth & Retirement Planning, Inc. | 11.89% | Add +1.1% | 1,548,983 | $38.8M |
| GHP Investment Advisors, Inc. | 1.76% | Reduce -0.2% | 1,458,877 | $36.5M |
| Compound Planning, Inc. | 1.66% | Add +10.8% | 1,454,801 | $36.4M |
| Advance Capital Management, Inc. | 1.65% | Reduce -21.3% | 1,380,697 | $34.6M |
| Bleakley Financial Group, LLC | 1.11% | Add +47.0% | 1,379,008 | $34.5M |
| Summit Asset Management, LLC | 5.94% | Reduce 0.0% | 1,369,927 | $34.3M |
| Mercer Global Advisors Inc. | 0.08% | Add +5.0% | 1,342,186 | $33.6M |
| Provident Wealth Management, LLC | 11.23% | Add +1.2% | 1,301,581 | $32.6M |
| Ausdal Financial Partners, Inc. | 2.43% | Add +22.4% | 1,285,061 | $32.2M |
| Integrated Wealth Concepts LLC | 0.37% | Reduce -26.6% | 1,259,646 | $31.5M |
| Goepper Burkhardt LLC | 12.60% | Add +2.1% | 1,258,518 | $31.5M |
| Veery Capital, LLC | 12.10% | Reduce -0.6% | 1,242,387 | $31.1M |
| Financial Synergies Wealth Advisors, Inc. | 3.75% | Reduce -0.5% | 1,229,324 | $30.8M |
| FLC Capital Advisors | 6.74% | Add +1.4% | 1,200,148 | $30.1M |
| Financial Advisors Network, Inc. | 4.91% | Add +1.7% | 1,183,234 | $29.6M |
| Curtis Advisory Group, LLC | 8.64% | Reduce -5.6% | 1,175,033 | $29.4M |
| Affinity Wealth LLC | 30.07% | Add +5.5% | 1,173,979 | $29.4M |
| Facet Wealth, Inc. | 0.75% | Add +937.8% | 1,122,148 | $29.1M |
| Sequoia Financial Advisors, LLC | 0.22% | Add +132.8% | 1,148,999 | $28.8M |
| Belpointe Asset Management LLC | 1.49% | Add +16634.1% | 1,142,604 | $28.6M |
| Mokosak Advisory Group, LLC | 8.83% | Reduce -8.7% | 1,142,478 | $28.6M |
| Marshall Financial Group Inc. | 8.82% | Reduce -3.3% | 1,119,018 | $28.0M |
| Dravo Bay LLC | 14.79% | Reduce -6.7% | 1,114,545 | $27.9M |
| Milestone Investment Advisors LLC | 7.73% | Reduce -6.1% | 1,112,163 | $27.8M |
| Brady Martz Wealth Solutions, LLC | 6.24% | Reduce -5.6% | 1,100,380 | $27.6M |
| Capital Planning LLC | 7.69% | Reduce -3.6% | 1,097,580 | $27.5M |
| Novem Group | 3.81% | Reduce -5.8% | 1,078,986 | $27.0M |
| Midwest Capital Advisors, LLC | 16.50% | Add +2.1% | 1,073,430 | $26.9M |
| Richardson Capital Management LLC | 16.36% | Add +1.0% | 1,047,675 | $26.2M |
| Denver PWM, LLC | 9.42% | Add +11.1% | 1,045,456 | $26.2M |
| Fortis Capital Advisors, LLC | 5.25% | New | 1,033,433 | $25.9M |
| Spreng Capital Management, Inc. | 11.81% | Add +2.3% | 1,013,644 | $25.4M |
| Johnson Investment Counsel Inc. | 0.24% | Add +8.0% | 1,007,664 | $25.2M |
| Modera Wealth Management, LLC | 0.33% | Reduce -3.4% | 985,805 | $24.7M |
| Visionary Horizons, LLC | 17.33% | Reduce -8.6% | 982,502 | $24.6M |
| CRA Financial Services, LLC | 4.21% | Add +4.8% | 981,545 | $24.6M |
| Mgo One Seven LLC | 0.92% | Add +0.4% | 948,183 | $23.7M |
| Ballast Advisors LLC | 7.51% | Add +1.0% | 940,571 | $23.6M |
| Black Diamond Financial, LLC | 3.53% | Add +6.8% | 939,889 | $23.5M |
| Sigma Planning Corp | 0.75% | Reduce -0.9% | 935,361 | $23.4M |
| Garde Capital, Inc. | 1.34% | Reduce -2.1% | 934,313 | $23.4M |
| IFP Advisors, Inc | 0.72% | Add +4.4% | 932,523 | $23.4M |
| Atria Wealth Solutions, Inc. | 0.27% | Reduce -6.1% | 909,537 | $22.8M |
| Ignite Planners, LLC | 4.41% | Reduce -3.4% | 876,067 | $22.5M |
| Savvy Advisors, Inc. | 2.26% | Add +158.4% | 899,049 | $22.5M |
| Meridian Wealth Management, LLC | 1.09% | Reduce -7.3% | 896,325 | $22.4M |
| Ethos Financial Group, LLC | 2.15% | Add +0.0% | 802,536 | $22.4M |
| Principal Securities, Inc. | 0.49% | Add +0.0% | 793,603 | $22.1M |
| Merit Financial Group, LLC | 0.31% | Add +466.1% | 825,862 | $20.7M |
| Weaver Capital Management LLC | 5.41% | Reduce -5.8% | 810,539 | $20.3M |
| B & T Capital Management DBA Alpha Capital Management | 3.84% | Add +5.0% | 805,976 | $20.2M |
| Ally Invest Advisors Inc. | 1.72% | Add +9.1% | 800,798 | $20.1M |
| Focus Partners Wealth | 0.05% | Add +4.8% | 798,526 | $20.0M |
| RKL Wealth Management LLC | 1.88% | Reduce -4.6% | 798,253 | $20.0M |
| Harbor Group, Inc. | 3.98% | Reduce -1.2% | 796,017 | $19.9M |
| Unique Wealth, LLC | 3.77% | Reduce -27.1% | 795,860 | $19.9M |
| LVW Advisors, LLC | 2.39% | Add +19.1% | 793,295 | $19.9M |
| Geneos Wealth Management Inc. | 0.67% | Add +315.3% | 792,638 | $19.8M |
| Obsidian Cio, LLC | 3.22% | Reduce -2.9% | 790,040 | $19.8M |
| Invst, LLC | 2.65% | Reduce -24.7% | 776,469 | $19.4M |
| Stratos Wealth Advisors, LLC | 1.05% | Reduce -47.3% | 768,810 | $19.3M |
| Perigon Wealth Management, LLC | 0.49% | Add +8.4% | 767,177 | $19.2M |
| Brass Tax Wealth Management, Inc. | 3.99% | Add +4.7% | 759,181 | $19.0M |
| Kingswood Wealth Advisors, LLC | 1.72% | Add +1.8% | 751,204 | $18.8M |
| Seneca Financial Advisors LLC | 9.05% | Add +4.4% | 745,427 | $18.7M |
| Valley National Advisers Inc. | 3.36% | Add +11.6% | 744,378 | $18.6M |
| Members Advisory Group LLC | 7.77% | Add +5.1% | 742,514 | $18.6M |
| US Bancorp \de | 0.02% | Reduce -1.9% | 741,366 | $18.6M |
| Savant Capital, LLC | 0.16% | Reduce -0.9% | 737,053 | $18.5M |
| Keeler & Nadler Financial Planning & Wealth Management | 8.31% | Add +6.6% | 736,441 | $18.4M |
| Mutual Advisors, LLC | 0.53% | Add +12.3% | 725,674 | $18.3M |
| Persium Advisors, LLC | 17.33% | Add +3.0% | 729,882 | $18.3M |
| Paradigm, Strategies in Wealth Management, LLC | 12.14% | Reduce -3.5% | 719,203 | $18.0M |
| Integrity Alliance, Llc. | 0.71% | Add +607.6% | 718,882 | $18.0M |
| Cary Street Partners Financial LLC | 0.56% | Reduce -3.3% | 707,960 | $17.7M |
| MinichMacGregor Wealth Management, LLC | 3.96% | Reduce -46.3% | 705,810 | $17.7M |
| Sanctuary Advisors, LLC | 0.12% | Add +10.0% | 705,782 | $17.7M |
| FRG Family Wealth Advisors LLC | 3.40% | Add +0.6% | 702,852 | $17.6M |
| SK Wealth Management, LLC | 9.44% | Add +8.6% | 764,441 | $17.6M |
| One Capital Management, LLC | 0.59% | Reduce -66.9% | 700,495 | $17.5M |
| Apexium Financial, LP | 1.05% | Add +5.1% | 700,195 | $17.5M |
| Conning Inc. | 0.64% | Add +25.6% | 696,517 | $17.4M |
| Lowery Thomas, LLC | 11.90% | Add +1.3% | 694,658 | $17.4M |
| SkyOak Wealth, LLC | 3.79% | Reduce -1.1% | 691,175 | $17.3M |
| Safeguard Financial, LLC | 3.72% | Add +20.9% | 678,574 | $17.0M |
| WBH Advisory Inc. | 1.57% | Add +2.2% | 672,250 | $16.8M |
| Souders Financial Advisors | 2.34% | Reduce -0.2% | 669,065 | $16.8M |
| Invenio Wealth Partners LLC | 7.02% | Add +31.2% | 667,614 | $16.7M |
| Meriwether Wealth & Planning, LLC | 10.91% | Add +15.4% | 667,512 | $16.7M |
| Seek First Inc. | 14.83% | — | 666,728 | $16.7M |
| Sunbelt Securities, Inc. | 1.47% | Reduce -1.9% | 658,943 | $16.5M |
| Equitable Holdings, Inc. | 0.16% | Add +36.6% | 658,589 | $16.5M |
| Aspen Wealth Strategies, LLC | 10.65% | Reduce -11.1% | 648,793 | $16.2M |
| James J. Burns & Company, LLC | 2.87% | Reduce -2.1% | 640,185 | $16.0M |
| TD Private Client Wealth LLC | 0.44% | Add +38.0% | 637,150 | $16.0M |
| Allegheny Financial Group | 4.02% | Add +0.4% | 626,746 | $15.7M |
| Global Strategic Investment Solutions, LLC | 1.81% | Add +0.0% | 626,347 | $15.7M |
| Ackerman Capital Advisors, LLC | 4.11% | Reduce -3.4% | 621,102 | $15.6M |
| Weinberger Asset Management, Inc | 6.65% | Reduce -1.6% | 619,259 | $15.5M |
| Prosperity Wealth Management, Inc. | 7.29% | Add +17.7% | 619,012 | $15.5M |
| Systelligence, LLC | 3.69% | Add +15.5% | 614,457 | $15.4M |
| Private Advisor Group, LLC | 0.09% | Reduce -13.1% | 606,688 | $15.2M |
| Bogart Wealth, LLC | 0.72% | Add +23.2% | 606,288 | $15.2M |
| Wealthcare Advisory Partners LLC | 0.40% | Add +4.4% | 601,883 | $15.1M |
| Strategic Planning Group, LLC | 2.92% | Add +3.0% | 594,965 | $14.9M |
| Paces Ferry Wealth Advisors, LLC | 7.36% | Add +3.2% | 590,986 | $14.8M |
| William Mack & Associates, Inc. | 12.55% | Add +36.0% | 585,258 | $14.7M |
| Dagco, Inc. | 4.73% | Add +4.4% | 584,248 | $14.6M |
| WealthShield Partners, LLC | 1.88% | Add +1.7% | 581,279 | $14.6M |
| Certuity, LLC | 1.51% | Add +3.9% | 575,989 | $14.4M |
| Pps&v Asset Management Consultants, Inc. | 10.41% | Reduce -0.3% | 572,989 | $14.3M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -79.5% | 509,707 | $14.2M |
| Skyline Advisors, Inc. | 5.52% | Add +0.8% | 560,214 | $14.0M |
| Allworth Financial LP | 0.08% | Add +99.2% | 559,929 | $13.9M |
| Atria Investments, Inc | 0.18% | Add +23.3% | 554,300 | $13.9M |
| Jones Financial Companies LLLP | 0.01% | Add +79.7% | 541,266 | $13.5M |
| Lowe Brockenbrough & Co. Inc. | 0.88% | Reduce -1.1% | 536,713 | $13.4M |
| ProVise Management Group, LLC | 1.14% | Reduce -6.2% | 535,516 | $13.4M |
| Curbstone Financial Management Corp | 2.81% | Reduce -1.3% | 532,483 | $13.3M |
| Gill Capital Partners, LLC | 4.60% | Reduce -5.1% | 530,752 | $13.3M |
| Regimen Wealth, LLC | 4.26% | Add +0.5% | 529,322 | $13.3M |
| Kaizen Financial Strategies | 7.67% | Add +4.3% | 527,942 | $13.2M |
| Payne Capital Management, LLC | 5.60% | Add +1.5% | 524,493 | $13.1M |
| World Investment Advisors | 0.34% | Reduce -56.1% | 521,462 | $13.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +285.9% | 520,761 | $13.0M |
| Robertson Stephens Wealth Management, LLC | 0.48% | Reduce -17.3% | 513,572 | $12.9M |
| Rovin Capital /Ut/ | 4.11% | Reduce -30.2% | 509,920 | $12.8M |
| LCNB Corp. | 4.69% | Reduce -3.6% | 509,116 | $12.7M |
| Friday Financial | 7.63% | Add +3.1% | 500,654 | $12.7M |
| Martel Wealth Advisors LLC | 2.54% | Reduce -5.1% | 508,542 | $12.7M |
| Schwallier Wealth Management LLC | 9.29% | Add +166.2% | 502,328 | $12.6M |
| Sage Financial Group Inc. | 1.01% | Reduce -2.5% | 501,828 | $12.6M |
| Ciovacco Capital Management LLC | 8.80% | Reduce -4.5% | 501,692 | $12.6M |
| USAdvisors Wealth Management, LLC | 4.38% | Add +4.1% | 501,638 | $12.6M |
| Strategic Family Wealth Counselors, L.L.C. | 4.08% | Add +0.1% | 500,522 | $12.5M |
| AllGen Financial Advisors, Inc. | 3.70% | Add +15.5% | 499,077 | $12.5M |
| YHB Investment Advisors, Inc. | 1.04% | Add +2.4% | 496,108 | $12.4M |
| Revolve Wealth Partners, LLC | 1.77% | Add +1.7% | 489,573 | $12.3M |
| FinDec Wealth Services, Inc. | 12.10% | Add +193.3% | 488,916 | $12.2M |
| Berkshire Asset Management LLC | 0.59% | Add +49.9% | 470,804 | $12.2M |
| SeaCrest Wealth Management, LLC | 1.38% | Reduce -4.7% | 486,071 | $12.2M |
| Donaldson Capital Management, LLC | 0.46% | Add +4.3% | 484,522 | $12.1M |
| Harbour Investments, Inc. | 0.35% | Reduce -10.4% | 482,730 | $12.1M |
| Dahring | Cusmano LLC | 10.38% | Add +4.6% | 481,175 | $12.0M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +298.4% | 480,479 | $12.0M |
| Orion Portfolio Solutions, LLC | 0.12% | Add +298.4% | 480,479 | $12.0M |
| Clay Northam Wealth Management, LLC | 8.38% | Reduce -2.0% | 478,616 | $12.0M |
| Kovack Advisors, Inc. | 1.26% | Reduce -0.6% | 473,854 | $11.9M |
| NewEdge Advisors, LLC | 0.07% | Reduce -6.4% | 469,748 | $11.8M |
| Christensen, King & Associates Investment Services, Inc. | 5.55% | Reduce -1.5% | 442,496 | $11.7M |
| N.E.W. Advisory Services LLC | 0.90% | Add +111.0% | 467,100 | $11.7M |
| Kingsview Wealth Management, LLC | 0.22% | Add +9.8% | 462,769 | $11.6M |
| Northeast Financial Group, Inc. | 4.32% | Add +8.3% | 462,600 | $11.6M |
| GPM Growth Investors, Inc. | 5.08% | Add +0.1% | 462,510 | $11.6M |
| Verdence Capital Advisors LLC | 0.88% | Reduce -11.7% | 461,756 | $11.6M |
| Fiduciary Alliance LLC | 1.13% | Add +7.8% | 458,376 | $11.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.16% | Reduce -0.6% | 457,885 | $11.5M |
| Citigroup Inc. | 0.01% | Reduce -21.3% | 455,755 | $11.4M |
| Apex Wealth Management, LLC | 10.20% | Reduce -2.4% | 452,846 | $11.3M |
| Everhart Financial Group, Inc. | 1.53% | Reduce -4.8% | 445,634 | $11.2M |
| Elite Financial, Inc. | 5.90% | Add +28.2% | 445,489 | $11.2M |
| Vista Cima Wealth Management LLC | 11.94% | Add +20.6% | 442,871 | $11.1M |
| Redhawk Wealth Advisors, Inc. | 1.48% | Reduce -70.9% | 440,696 | $11.0M |
| D.A. Davidson & Co. | 0.09% | Reduce -5.8% | 439,556 | $11.0M |
| Patriot Financial Group Insurance Agency, LLC | 1.47% | Reduce -4.2% | 438,947 | $11.0M |
| Broadleaf Partners, LLC | 2.88% | Reduce -2.5% | 438,835 | $11.0M |
| Peachtree Investment Partners, LLC | 4.27% | Reduce -22.2% | 431,970 | $10.8M |
| Team Financial Group, LLC | 6.22% | Add +8.5% | 430,361 | $10.8M |
| Smithbridge Asset Management Inc. | 1.98% | — | 427,447 | $10.7M |
| Keystone Global Partners, LLC | 7.42% | — | 422,785 | $10.6M |
| Councilor Wealth, LLC | 5.16% | Add +1.2% | 412,586 | $10.3M |
| RFG Advisory, LLC | 0.28% | Reduce -4.8% | 410,443 | $10.3M |
| Per Stirling Capital Management, LLC. | 1.45% | Reduce -9.7% | 401,728 | $10.1M |
| Pacific Wealth Strategies Group, Inc. | 7.41% | Reduce -0.4% | 396,697 | $9.9M |
| Integrated Advisors Network LLC | 0.50% | Reduce -1.5% | 396,448 | $9.9M |
| Guerra Advisors Inc | 5.53% | Reduce -8.6% | 394,845 | $9.9M |
| FAS Wealth Partners, Inc. | 0.81% | Reduce -4.4% | 394,117 | $9.9M |
| Leeward Financial Partners, LLC | 3.68% | Add +3.7% | 393,678 | $9.9M |
| Clear Point Advisors Inc. | 8.84% | Reduce -5.2% | 392,827 | $9.8M |
| Alpha Zero LLC | 7.49% | Add +1.2% | 392,303 | $9.8M |
| Whitaker-Myers Wealth Managers, LTD. | 2.75% | Add +4.1% | 391,903 | $9.8M |
| Three Magnolias Financial Advisors, LLC | 8.29% | Add +7.5% | 390,729 | $9.8M |
| Farther Finance Advisors, LLC | 0.25% | Add +2000.1% | 385,434 | $9.7M |
| Opes Wealth Management LLC | 1.96% | Add +7.6% | 388,075 | $9.7M |
| Oppenheimer & Co. Inc. | 0.15% | Add +19.3% | 387,700 | $9.7M |
| Next Level Wealth Planning, LLC | 7.34% | Add +4.6% | 387,169 | $9.7M |
| TriaGen Wealth Management LLC | 3.41% | Reduce -2.5% | 385,711 | $9.7M |
| Arbor Trust Wealth Advisors, LLC | 4.45% | Add +3.0% | 379,167 | $9.5M |
| FMR LLC | 0.00% | Add +29.1% | 376,920 | $9.4M |
| EWG Elevate Inc. | 3.57% | Add +23.1% | 376,469 | $9.4M |
| Advisory Services Network, LLC | 0.18% | Add +31.7% | 369,788 | $9.3M |
| BLB&B Advisors, LLC | 0.47% | Reduce -3.0% | 369,427 | $9.3M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -9.8% | 368,258 | $9.2M |
| Code Waechter LLC | 7.56% | Add +2.3% | 367,074 | $9.2M |
| Foundations Investment Advisors, LLC | 0.17% | Reduce -0.7% | 363,946 | $9.1M |
| Ring Mountain Capital, LLC | 6.82% | Add +15.7% | 362,456 | $9.1M |
| Dynamic Advisor Solutions LLC | 0.30% | New | 360,231 | $9.0M |
| McCarthy Asset Management, Inc. | 6.51% | Reduce -1.2% | 359,097 | $9.0M |
| Coldstream Capital Management Inc. | 0.19% | Reduce -2.4% | 350,241 | $8.8M |
| Ieq Capital, LLC | 0.07% | Add +462.8% | 349,809 | $8.8M |
| Keyvantage Wealth, LLC | 4.24% | Reduce -13.8% | 348,295 | $8.7M |
| Defined Financial Planning LLC | 8.81% | Add +26.0% | 344,505 | $8.7M |
| Fairway Financial, LLC | 7.80% | Add +0.2% | 343,218 | $8.6M |
| Heritage Wealth Management, Inc. | 7.33% | Add +0.8% | 342,994 | $8.6M |
| Womack Financial LLC | 7.85% | Reduce -0.6% | 342,542 | $8.6M |
| Howard Bailey Securities, LLC | 2.86% | Add +30.7% | 342,518 | $8.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +20.0% | 341,357 | $8.5M |
| FSM Wealth Advisors, LLC | 1.92% | Add +0.2% | 340,922 | $8.5M |
| Mainsail Financial Group, LLC | 4.83% | Add +4.5% | 340,242 | $8.5M |
| DHJJ Financial Advisors, Ltd. | 3.43% | Reduce -1.9% | 339,716 | $8.5M |
| Apollon Wealth Management, LLC | 0.18% | Reduce -68.9% | 335,654 | $8.4M |
| Cresset Asset Management, LLC | 0.04% | Add +24.8% | 334,535 | $8.4M |
| Claro Advisors Inc. | 1.11% | Add +2.3% | 331,857 | $8.3M |
| Asset Allocation Strategies LLC | 2.05% | Add +9.0% | 329,477 | $8.3M |
| Shorepoint Capital Partners LLC | 1.87% | Add +1.2% | 329,372 | $8.2M |
| Sage Financial Management Group, Inc. | 2.99% | Reduce -4.0% | 328,667 | $8.2M |
| Noble Family Wealth, LLC | 2.26% | Reduce -7.2% | 327,844 | $8.2M |
| Accel Wealth Management | 2.95% | Add +1116.1% | 325,992 | $8.2M |
| Prosperitas Financial LLC | 4.19% | Reduce -12.7% | 323,661 | $8.1M |
| IHT Wealth Management, LLC | 0.25% | Add +2.2% | 319,297 | $8.0M |
| J.W. Cole Advisors, Inc. | 0.24% | Reduce -8.6% | 314,616 | $7.9M |
| MBA Advisors LLC | 3.88% | Add +0.8% | 312,953 | $7.8M |
| Spectrum Asset Management, Inc. (NB/CA) | 3.46% | Reduce -16.4% | 311,231 | $7.8M |
| Royal Fund Management, LLC | 0.93% | Reduce -0.1% | 310,519 | $7.8M |
| Brookstone Capital Management | 0.11% | Add +30.8% | 308,791 | $7.7M |
| Certified Advisory Corp | 0.87% | Add +4.0% | 307,639 | $7.7M |
| Affinity Capital Advisors, LLC | 1.51% | Reduce -4.6% | 313,356 | $7.6M |
| Chicago Partners Investment Group LLC | 0.25% | Add +5.5% | 295,707 | $7.6M |
| Clark Wealth Partners | 5.62% | Reduce -1.0% | 302,766 | $7.6M |
| PFG Advisors | 0.42% | Reduce -7.7% | 302,351 | $7.6M |
| Certior Financial Group, LLC | 6.24% | Add +45.2% | 301,457 | $7.5M |
| Powers Advisory Group, LLC | 3.56% | Add +8.1% | 298,813 | $7.5M |
| Summit Financial, LLC | 0.21% | Add +23.4% | 298,811 | $7.5M |
| Total Wealth Planning, LLC | 1.14% | Reduce -4.7% | 298,478 | $7.5M |
| Schaeffer Financial LLC | 8.24% | Reduce -36.8% | 298,274 | $7.5M |
| Independent Solutions Wealth Management, LLC | 1.64% | Add +2.8% | 292,726 | $7.3M |
| John W. Brooker & Co., CPAs | 3.00% | Add +0.9% | 289,900 | $7.3M |
| Independent Financial Group, LLC | 0.25% | Add +0.3% | 289,563 | $7.3M |
| Courage Miller Partners, LLC | 2.46% | Add +1.5% | 289,550 | $7.3M |
| Warner Financial, Inc. | 3.20% | Reduce -1.9% | 289,251 | $7.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.5% | 282,292 | $7.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3.96% | Add +3.9% | 282,250 | $7.1M |
| Wilkins Miller Wealth Management, LLC | 5.19% | Add +5.9% | 275,488 | $6.9M |
| Cambridge Financial Group, LLC | 2.90% | Reduce -0.6% | 272,970 | $6.8M |
| Integrated Investment Consultants, LLC | 1.35% | Reduce -1.2% | 271,557 | $6.8M |
| JMG Financial Group, Ltd. | 0.23% | Reduce -0.7% | 270,325 | $6.8M |
| Townsquare Capital LLC | 0.07% | Add +13.9% | 269,725 | $6.8M |
| MADDEN SECURITIES Corp | 2.60% | Reduce -2.2% | 267,395 | $6.7M |
| CoreCap Advisors, LLC | 0.29% | Reduce -1.6% | 267,194 | $6.7M |
| Cahill Financial Advisors Inc. | 0.90% | Add +2.8% | 265,289 | $6.6M |
| MSH Capital Advisors LLC | 2.05% | Add +15.2% | 265,271 | $6.6M |
| First National Bank Sioux Falls | 2.68% | Add +10.0% | 264,457 | $6.6M |
| Game Plan Financial Advisors, LLC | 3.72% | Add +114.7% | 263,315 | $6.6M |
| Cape Investment Advisory, Inc. | 2.62% | Reduce -5.0% | 262,358 | $6.6M |
| CreativeOne Wealth, LLC | 0.19% | Reduce -13.8% | 258,289 | $6.5M |
| Cambridge Advisors Inc. | 1.40% | Add +0.8% | 254,699 | $6.4M |
| Mayfair Advisory Group, LLC | 3.66% | Add +8.6% | 253,136 | $6.3M |
| Benjamin Edwards Inc. | 0.09% | Reduce -0.3% | 250,894 | $6.3M |
| Stratos Wealth Partners, LTD. | 0.10% | Reduce -32.0% | 250,532 | $6.3M |
| Aptus Capital Advisors, LLC | 0.07% | Add +0.1% | 250,418 | $6.3M |
| Archford Capital Strategies, LLC | 0.91% | Reduce -39.6% | 248,419 | $6.2M |
| AE Wealth Management LLC | 0.05% | Reduce -17.8% | 246,963 | $6.2M |
| Institute for Wealth Management, LLC. | 0.78% | Reduce -0.8% | 241,612 | $6.0M |
| D.B. Root & Company, LLC | 1.95% | Add +4.2% | 241,353 | $6.0M |
| Christopher J. Hasenberg, Inc | 2.50% | Reduce -20.6% | 238,887 | $6.0M |
| Gleason Group, Inc. | 1.09% | Reduce -0.0% | 240,239 | $6.0M |
| Joseph P. Lucia & Associates, LLC | 2.73% | Add +1.2% | 238,750 | $6.0M |
| Newman Dignan & Sheerar, Inc. | 1.63% | Reduce -8.5% | 238,114 | $6.0M |
| Corient Private Wealth LP | 0.01% | Add +26.4% | 237,330 | $5.9M |
| U.S. Capital Wealth Advisors, LLC | 0.18% | Add +23.2% | 234,833 | $5.9M |
| Beacon Bridge Wealth Partners, LLC | 2.46% | Add +1.0% | 229,957 | $5.8M |
| Ameritas Advisory Services, LLC | 0.23% | Add +4.0% | 226,963 | $5.8M |
| Tudor Investment Corporation | 0.05% | Reduce -28.4% | 228,525 | $5.7M |
| Exencial Wealth Advisors, LLC | 0.21% | Add +4.0% | 227,515 | $5.7M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +42.7% | 227,107 | $5.7M |
| Grey Ledge Advisors, LLC | 1.49% | Reduce -7.2% | 226,041 | $5.7M |
| Advisors Capital Management, LLC | 0.09% | Add +410.0% | 226,325 | $5.7M |
| IMA Advisory Services, Inc. | 0.67% | Reduce -8.7% | 224,588 | $5.6M |
| Clearstead Advisors, LLC | 0.09% | Reduce -1.6% | 221,756 | $5.6M |
| Cornerstone Enterprises, LLC | 3.34% | Add +6.4% | 218,791 | $5.5M |
| CW Advisors, LLC | 0.07% | Add +61.5% | 215,824 | $5.4M |
| Precision Wealth Strategies, LLC | 4.13% | Add +209.7% | 215,874 | $5.4M |
| JFS Wealth Advisors, LLC | 0.36% | Reduce -3.3% | 215,359 | $5.4M |
| Compass Financial Group, INC | 1.01% | Add +7.6% | 214,171 | $5.4M |
| Betterment LLC | 0.01% | Add +33.5% | 213,586 | $5.3M |
| Liberty Capital Management, Inc. | 1.18% | Add +33.0% | 211,184 | $5.3M |
| Csenge Advisory Group | 0.30% | Add +17.2% | 222,461 | $5.3M |
| Calton & Associates, Inc. | 1.19% | Add +792.2% | 208,278 | $5.2M |
| Dakota Wealth Management | 0.12% | Reduce -1.6% | 205,892 | $5.2M |
| Founders Financial Securities LLC | 0.44% | Reduce -9.8% | 203,866 | $5.1M |
| Bishop & Co Investment Management, LLC | 1.99% | Add +2172.2% | 205,405 | $5.1M |
| Steele Capital Management, Inc. | 0.27% | Add +0.1% | 204,876 | $5.1M |
| Blair William & Co. | 0.02% | Reduce -1.9% | 204,742 | $5.1M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Add +3.6% | 203,862 | $5.1M |
| Macroview Investment Management LLC | 4.80% | Add +20.9% | 203,424 | $5.1M |
| Creative Financial Designs Inc. | 0.40% | Add +3.8% | 202,249 | $5.1M |
| Kane Investment Management, Inc. | 2.44% | Reduce -3.5% | 201,471 | $5.0M |
| FIDELIS iM, LLC | 2.33% | New | 201,351 | $5.0M |
| Nestegg Advisors, Inc. | 5.33% | Add +2.4% | 200,417 | $5.0M |
| HC Advisors, LLC | 3.76% | Add +0.4% | 200,271 | $5.0M |
| Eagle Capital Management, LLC | 2.19% | Add +2.1% | 197,819 | $5.0M |
| Westbourne Investment Advisors, Inc. | 1.73% | Add +5.6% | 194,965 | $4.9M |
| Menora Mivtachim Holdings LTD. | 0.03% | Add +14.2% | 194,792 | $4.9M |
| Compass Advisory Group LLC | 1.67% | Add +12.3% | 191,748 | $4.8M |
| Kickstand Ventures, Llc. | 1.23% | Add +0.7% | 189,973 | $4.8M |
| Long Island Wealth Management, Inc. | 2.87% | Add +0.6% | 188,125 | $4.7M |
| Wealthspire Advisors, LLC | 0.03% | Add +102.1% | 187,632 | $4.7M |
| Von Berge Wealth Management Group, LLC | 2.96% | Add +0.2% | 183,931 | $4.6M |
| LongView Wealth Management | 1.37% | Add +17.5% | 182,243 | $4.6M |
| Smith, Moore & Co. | 0.41% | Add +202.7% | 178,419 | $4.5M |
| Freedom Investment Management, Inc. | 0.37% | Add +17.5% | 176,273 | $4.4M |
| Northwest Capital Management Inc | 1.81% | Add +563.0% | 176,118 | $4.4M |
| Thoroughbred Financial Services, LLC | 0.28% | Add +52.6% | 175,953 | $4.4M |
| Flagship Wealth Advisors, LLC | 1.85% | Add +400.5% | 175,723 | $4.4M |
| Hengehold Capital Management LLC | 0.42% | Reduce -2.2% | 175,720 | $4.4M |
| Pinnacle Family Advisors, LLC | 2.38% | Reduce -23.1% | 174,738 | $4.4M |
| Wealthedge Investment Advisors, LLC | 1.97% | Reduce -12.1% | 174,506 | $4.4M |
| Chesapeake Wealth Management | 1.56% | Add +0.9% | 174,365 | $4.4M |
| RTD Financial Advisors, Inc. | 0.58% | Reduce -19.8% | 172,141 | $4.3M |
| Cambridge Capital Management, LLC | 2.72% | Add +0.4% | 171,730 | $4.3M |
| Guardian Financial Partners, LLC | 2.05% | Add +9.4% | 171,336 | $4.3M |
| Silver Oak Securities, Incorporated | 0.40% | Reduce -45.1% | 171,025 | $4.3M |
| Fifth Third Securities, Inc. | 0.36% | Reduce -12.7% | 169,232 | $4.2M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +3.2% | 168,559 | $4.2M |
| Smith Anglin Financial, LLC | 0.45% | Add +0.8% | 167,885 | $4.2M |
| J Hagan Capital, Inc. | 3.40% | — | 150,158 | $4.2M |
| Kohmann Bosshard Financial Services, LLC | 0.49% | Add +3.1% | 166,889 | $4.2M |
| Fingerlakes Wealth Management, Inc. | 3.55% | Add +10.4% | 166,776 | $4.2M |
| Diversify Wealth Management, LLC | 0.31% | Add +7.3% | 164,286 | $4.2M |
| Keudell/Morrison Wealth Management | 0.98% | Add +19.9% | 166,167 | $4.2M |
| HCR Wealth Advisors | 0.54% | Add +0.6% | 165,820 | $4.2M |
| Winthrop Capital Management, LLC | 1.14% | Reduce -2.1% | 165,421 | $4.1M |
| &partners | 0.04% | Add +12.9% | 164,209 | $4.1M |
| Silverlake Wealth Management LLC | 1.57% | Add +2.7% | 163,812 | $4.1M |
| HRT Financial LP | 0.03% | New | 163,785 | $4.1M |
| Choreo, LLC | 0.06% | Reduce -61.7% | 163,353 | $4.1M |
| Nabity-Jensen Investment Management Inc | 3.23% | Reduce -0.1% | 162,194 | $4.1M |
| Madden Advisory Services, Inc. | 1.89% | Reduce -1.5% | 161,850 | $4.1M |
| Avestar Capital, LLC | 0.38% | Reduce -18.0% | 161,120 | $4.0M |
| Trek Financial, LLC | 0.29% | Add +14.4% | 159,386 | $4.0M |
| Estate Counselors, LLC | 0.41% | New | 158,385 | $4.0M |
| Wealthspire Retirement, LLC | 0.31% | Reduce -1.3% | 158,122 | $4.0M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +558.3% | 157,426 | $3.9M |
| Retirement Planning Group, LLC | 0.18% | Add +25.6% | 157,408 | $3.9M |
| Arcadia Investment Advisors LLC | 2.18% | Reduce -1.2% | 155,797 | $3.9M |
| Boyd Wealth Management, LLC | 1.94% | Add +13.2% | 155,551 | $3.9M |
| Bigelow Investment Advisors, LLC | 1.84% | Reduce -2.6% | 155,067 | $3.9M |
| Avior Wealth Management, LLC | 0.15% | Add +26.0% | 154,597 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -12.4% | 154,541 | $3.9M |
| Perissos Private Wealth Management, LLC | 3.52% | Add +0.1% | 154,412 | $3.9M |
| CVA Family Office, LLC | 0.59% | Add +35.5% | 153,033 | $3.8M |
| Win Advisors, Inc. | 1.95% | Reduce -29.9% | 151,359 | $3.8M |
| Panoramic Investment Advisors, LLC | 2.53% | Add +2.5% | 149,415 | $3.7M |
| Blue Barn Wealth, LLC | 1.94% | Reduce -2.8% | 148,204 | $3.7M |
| Milestone Asset Management Group, LLC | 3.35% | Reduce -1.7% | 148,121 | $3.7M |
| Synovus Financial Corp. | 0.05% | Reduce -10.3% | 146,203 | $3.7M |
| Embree Financial Group | 0.61% | Reduce -1.3% | 146,173 | $3.7M |
| Cooper Financial Group | 0.48% | Add +4.5% | 146,022 | $3.7M |
| Pallas Capital Advisors LLC | 0.15% | Add +8.8% | 145,995 | $3.7M |
| Orgel Wealth Management, LLC | 0.10% | Add +54.2% | 145,992 | $3.7M |
| Quotient Wealth Partners, LLC | 0.12% | Add +171.6% | 145,872 | $3.7M |
| Arlington Trust Co LLC | 0.77% | No change | 145,800 | $3.7M |
| Snider Financial Group | 1.17% | Add +4.2% | 144,051 | $3.6M |
| Consolidated Portfolio Review Corp | 0.58% | Add +2.4% | 143,910 | $3.6M |
| Grant/GrossMendelsohn, LLC | 2.00% | Reduce -11.3% | 142,669 | $3.6M |
| Bank of Montreal | 0.00% | Add +109.2% | 143,109 | $3.6M |
| Composition Wealth, LLC | 0.07% | Reduce -9.8% | 142,895 | $3.6M |
| Rwa Wealth Partners, LLC | 0.05% | Add +116.3% | 142,718 | $3.6M |
| Regal Investment Advisors LLC | 0.29% | Add +0.6% | 142,673 | $3.6M |
| Fagan Associates, Inc. | 0.59% | Reduce -2.6% | 142,113 | $3.6M |
| Linscomb Wealth, Inc. | 0.18% | Reduce -2.0% | 141,674 | $3.5M |
| Amara Financial, Llc. | 3.24% | Add +37.6% | 140,132 | $3.5M |
| Barden Capital Management, Inc. | 3.12% | Reduce -0.2% | 139,904 | $3.5M |
| Milestone Asset Management, LLC | 0.74% | New | 138,839 | $3.5M |
| Gladstone Institutional Advisory LLC | 0.16% | Add +0.8% | 138,838 | $3.5M |
| Fsa Wealth Partners, Inc. | 1.31% | Reduce -6.1% | 138,102 | $3.5M |
| Diversified Trust Co. | 0.08% | Reduce -1.1% | 135,580 | $3.4M |
| Transform Wealth, LLC | 0.21% | Reduce -16.1% | 135,424 | $3.4M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +32.1% | 134,867 | $3.4M |
| Highland Financial Advisors, LLC | 1.21% | Add +6.1% | 134,862 | $3.4M |
| Veridan Wealth LLC | 1.52% | Add +24.5% | 134,542 | $3.4M |
| Asset Dedication, LLC | 0.27% | Reduce -1.3% | 134,446 | $3.4M |
| Advisory Alpha, LLC | 0.11% | Add +12.2% | 134,284 | $3.4M |
| Baring Financial LLC | 2.82% | Add +1.7% | 134,105 | $3.4M |
| Leavell Investment Management, Inc. | 0.16% | Reduce -0.7% | 133,109 | $3.3M |
| FSC Wealth Advisors, LLC | 2.17% | Reduce -0.1% | 132,341 | $3.3M |
| Dana Investment Advisors, Inc. | 0.12% | Reduce -0.2% | 131,986 | $3.3M |
| Burns Matteson Capital Management, LLC | 1.77% | Add +31.0% | 131,502 | $3.3M |
| Texas Yale Capital Corp. | 0.13% | Add +4.9% | 131,164 | $3.3M |
| Magnus Financial Group LLC | 0.32% | Add +2.3% | 130,308 | $3.3M |
| AQR Capital Management | 0.00% | Add +19.6% | 129,643 | $3.2M |
| Bensler, LLC | 0.40% | Reduce -14.8% | 129,013 | $3.2M |
| Mill Creek Capital Advisors, LLC | 0.08% | Reduce -0.6% | 128,371 | $3.2M |
| Flputnam Investment Management Co. | 0.06% | New | 128,152 | $3.2M |
| Athena Investment Management | 1.94% | Add +1.4% | 128,001 | $3.2M |
| Diversified Enterprises, LLC | 0.27% | Add +175.3% | 127,752 | $3.2M |
| Brandywine Oak Private Wealth LLC | 0.31% | Reduce -2.9% | 127,470 | $3.2M |
| KPP Advisory Services LLC | 0.60% | Add +5.0% | 126,180 | $3.2M |
| Guerra Pan Advisors, LLC | 2.47% | Add +1.7% | 125,795 | $3.1M |
| Cassaday & Co Wealth Management LLC | 0.09% | Add +6.3% | 123,683 | $3.1M |
| Northern Trust Corp. | 0.00% | Add +32.9% | 123,190 | $3.1M |
| Independent Advisor Alliance | 0.10% | Reduce -87.4% | 121,725 | $3.0M |
| RFG - Bristol Wealth Advisors, LLC | 1.02% | Add +23.0% | 121,196 | $3.0M |
| Centaurus Financial, Inc. | 0.18% | Add +1.8% | 120,966 | $3.0M |
| Money Concepts Capital Corp. | 0.22% | Add +6.1% | 118,829 | $3.0M |
| Sprinkle Financial Consultants LLC | 1.89% | Reduce -3.6% | 118,661 | $3.0M |
| MRWM Advisors, LLC | 2.06% | Add +1145.4% | 118,533 | $3.0M |
| GenWealth Group, Inc. | 0.65% | Add +2.3% | 117,884 | $3.0M |
| Broadview Financial Management, LLC | 2.18% | Reduce -1.9% | 116,818 | $2.9M |
| Joseph Group Capital Management | 1.11% | Add +5.0% | 116,429 | $2.9M |
| LifePlan Investment Advisors, Inc. | 1.65% | Reduce -1.6% | 114,762 | $2.9M |
| Murphy & Mullick Capital Management Corp | 2.77% | Reduce -1.7% | 114,443 | $2.9M |
| Staley Capital Advisers Inc. | 0.13% | No change | 129,510 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.8% | 112,268 | $2.8M |
| Foster Victor Wealth Advisors, LLC | 0.23% | Reduce -52.8% | 115,229 | $2.8M |
| Glass Jacobson Investment Advisors llc | 0.91% | No change | 99,935 | $2.8M |
| Heirloom Wealth Management | 0.80% | Add +18.1% | 111,025 | $2.8M |
| Financial Advocates Investment Management | 0.19% | Reduce -21.3% | 110,439 | $2.8M |
| KMG Fiduciary Partners, LLC | 0.23% | Reduce -2.5% | 109,365 | $2.7M |
| Signaturefd, LLC | 0.05% | Reduce -8.4% | 109,051 | $2.7M |
| Clayton Financial Group LLC | 1.00% | Reduce -6.0% | 108,942 | $2.7M |
| Brown Wealth Management, LLC | 0.93% | Add +2.4% | 108,143 | $2.7M |
| Nalls Sherbakoff Group, LLC | 2.20% | — | 108,098 | $2.7M |
| Aire Advisors, LLC | 0.57% | Reduce -6.0% | 107,752 | $2.7M |
| Oxinas Partners, LLC | 1.59% | Add +1.0% | 107,221 | $2.7M |
| Townsend Asset Management Corp. /NC/ | 1.03% | Reduce -23.7% | 106,801 | $2.7M |
| Condor Capital Management | 0.25% | Reduce -0.2% | 106,649 | $2.7M |
| Bawa N Mallick Trust | 1.26% | No change | 106,520 | $2.7M |
| Millennium Capital Advisors, LLC | 1.97% | Reduce -8.4% | 106,311 | $2.7M |
| Tempus Wealth Planning, LLC | 0.79% | Reduce -6.4% | 106,027 | $2.7M |
| Fermata Advisors, LLC | 0.48% | Add +138.0% | 105,984 | $2.7M |
| Latko Wealth Management, Ltd. | 1.70% | Add +2.6% | 104,614 | $2.6M |
| Curi Capital, LLC | 0.06% | Reduce -12.4% | 104,537 | $2.6M |
| Brand Asset Management Group, Inc. | 1.08% | Reduce -5.6% | 103,778 | $2.6M |
| Bfsg, LLC | 0.31% | Add +4.6% | 103,348 | $2.6M |
| Alliance Wealth Management Group | 0.69% | No change | 102,232 | $2.6M |
| Towercrest Capital Management | 0.49% | No change | 102,232 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Add +228.3% | 101,717 | $2.5M |
| Birchbrook, Inc. | 1.42% | Add +5.1% | 100,694 | $2.5M |
| Wealthfront Advisers LLC | 0.01% | Add +128.5% | 100,158 | $2.5M |
| Avant Capital LLC | 2.08% | Add +0.3% | 99,709 | $2.5M |
| Santori & Peters, Inc. | 0.99% | Reduce -6.9% | 98,410 | $2.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.37% | Add +4.9% | 96,853 | $2.4M |
| WPG Advisers, LLC | 2.25% | Add +248.7% | 96,525 | $2.4M |
| Summit Financial Wealth Advisors, LLC | 0.47% | Add +2.5% | 95,405 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Add +1.1% | 95,315 | $2.4M |
| Nikulski Financial, Inc. | 0.72% | Add +6.3% | 95,107 | $2.4M |
| Clearview Wealth Advisors LLC | 1.77% | Reduce -6.4% | 94,536 | $2.4M |
| Larson Financial Group LLC | 0.11% | Reduce -0.1% | 94,250 | $2.4M |
| Arkadios Wealth Advisors | 0.09% | Add +29.4% | 93,320 | $2.3M |
| Crux Wealth Advisors | 1.20% | Reduce -1.2% | 92,413 | $2.3M |
| Arax Advisory Partners | 0.15% | Reduce -90.8% | 92,256 | $2.3M |
| Acas, LLC | 1.74% | Reduce -5.4% | 88,841 | $2.3M |
| Waterloo Capital, L.P. | 0.21% | Add +114.0% | 90,455 | $2.3M |
| Becker Capital Management Inc. | 0.07% | New | 89,916 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +16.1% | 89,747 | $2.2M |
| Wealthgarden F.S. LLC | 2.14% | Add +9.0% | 89,085 | $2.2M |
| Scott Capital Advisors, LLC | 0.66% | Add +0.1% | 88,928 | $2.2M |
| Truepoint, Inc. | 0.06% | Add +305.6% | 88,619 | $2.2M |
| True Vision MN LLC | 1.32% | Reduce -2.7% | 88,287 | $2.2M |
| Econ Financial Services Corp | 1.17% | New | 87,819 | $2.2M |
| Revisor Wealth Management LLC | 0.98% | Add +49.3% | 87,752 | $2.2M |
| FC Advisory LLC | 0.74% | Reduce -0.4% | 87,007 | $2.2M |
| Madison Wealth Partners, Inc | 0.54% | Add +4.3% | 86,825 | $2.2M |
| Acorn Wealth Advisors, LLC | 0.90% | Add +11.8% | 86,391 | $2.2M |
| Sage Mountain Advisors LLC | 0.16% | No change | 86,044 | $2.2M |
| Barnes Wealth Management Group, Inc | 1.38% | Reduce -5.1% | 85,895 | $2.2M |
| Werba Rubin Papier Wealth Management | 0.47% | Reduce -31.9% | 85,463 | $2.1M |
| Meritage Portfolio Management | 0.14% | Reduce -5.7% | 85,450 | $2.1M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -16.9% | 95,650 | $2.1M |
| Old Port Advisors | 0.63% | Reduce -12.7% | 84,822 | $2.1M |
| Westbourne Investments, Inc. | 1.28% | Add +102.2% | 84,592 | $2.1M |
| Sightline Wealth Advisors, LLC | 1.11% | Add +46.6% | 84,098 | $2.1M |
| Diversify Advisory Services, LLC | 0.13% | Reduce -14.3% | 81,773 | $2.1M |
| Retirement Guys Formula LLC | 1.03% | Reduce -86.1% | 82,456 | $2.1M |
| Hurley Capital, LLC | 1.55% | Reduce -0.5% | 81,714 | $2.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -1.0% | 80,799 | $2.0M |
| Robinson Smith Wealth Advisors LLC | 1.69% | Reduce -2.8% | 80,532 | $2.0M |
| Snowden Capital Advisors LLC | 0.07% | Add +4.2% | 80,532 | $2.0M |
| HBK Sorce Advisory LLC | 0.06% | Add +29.0% | 80,029 | $2.0M |
| Plancorp, LLC | 0.08% | Add +74.7% | 79,864 | $2.0M |
| Schmidt P J Investment Management Inc. | 0.36% | Add +11.8% | 79,080 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.05% | New | 78,258 | $2.0M |
| TFR Capital, LLC. | 0.81% | Reduce -14.6% | 78,171 | $2.0M |
| Lodestar Private Asset Management LLC | 0.25% | Reduce -2.4% | 77,915 | $2.0M |
| Parkside Financial Bank & Trust | 0.25% | No change | 77,508 | $1.9M |
| Old National Bancorp | 0.05% | Add +26.8% | 77,124 | $1.9M |
| Strategic Advisors LLC | 0.37% | Add +3.1% | 77,075 | $1.9M |
| R. W. Roge & Company, Inc. | 1.05% | Add +44.2% | 76,913 | $1.9M |
| Nwam LLC | 0.16% | Add +4.5% | 76,269 | $1.9M |
| Apriem Advisors | 0.22% | Add +93.7% | 76,199 | $1.9M |
| Strategic Advocates LLC | 0.66% | Reduce -1.9% | 76,199 | $1.9M |
| Cornerstone Wealth Management, LLC | 0.13% | Reduce -1.9% | 76,128 | $1.9M |
| Park Place Capital Corp | 0.52% | Reduce -69.1% | 75,998 | $1.9M |
| Montis Financial, LLC | 0.56% | Reduce -9.7% | 75,627 | $1.9M |
| Appleton Partners Inc. | 0.14% | Add +8.1% | 74,896 | $1.9M |
| Cooper/Haims Advisors, LLC | 1.02% | Add +0.0% | 74,864 | $1.9M |
| Allen Capital Group, LLC | 0.21% | Add +0.3% | 74,613 | $1.9M |
| Duncker Streett & Co. Inc. | 0.37% | Add +0.0% | 74,553 | $1.9M |
| GW Henssler & Associates Ltd. | 0.11% | Add +283.0% | 74,306 | $1.9M |
| Aspen Grove Capital, LLC | 0.36% | Add +0.1% | 74,138 | $1.9M |
| Valley Forge Investment Consultants Inc. Adv | 0.66% | Add +33.6% | 74,097 | $1.9M |
| Fortress Private Ledger, LLC | 1.04% | Add +3.7% | 74,096 | $1.9M |
| JT Stratford LLC | 0.33% | Add +46.5% | 73,770 | $1.8M |
| Bristlecone Advisors, LLC | 0.15% | Reduce -1.4% | 73,274 | $1.8M |
| Midwest Financial Group LLC | 1.06% | Add +16.1% | 72,992 | $1.8M |
| Capital Investment Advisory Services, LLC | 0.16% | Add +11.8% | 72,865 | $1.8M |
| Tenret Co LLC | 1.10% | Reduce -3.2% | 72,543 | $1.8M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.76% | Reduce -7.6% | 72,199 | $1.8M |
| Beaumont Financial Advisors, LLC | 0.14% | Reduce -6.6% | 72,120 | $1.8M |
| Capital CS Group, LLC | 3.07% | Add +10.5% | 71,839 | $1.8M |
| Indie Asset Partners, LLC | 1.55% | Reduce -1.4% | 71,242 | $1.8M |
| Blue Bell Private Wealth Management, LLC | 0.34% | Add +0.7% | 70,740 | $1.8M |
| Avidian Wealth Enterprises, LLC | 0.08% | Reduce -0.5% | 70,493 | $1.8M |
| StoneX Group Inc. | 0.10% | Add +9.2% | 70,049 | $1.8M |
| Chesley Taft & Associates LLC | 0.08% | New | 69,403 | $1.7M |
| Reston Wealth Management LLC | 0.70% | Reduce -18.3% | 69,360 | $1.7M |
| Signet Investment Advisory Group, Inc. | 0.87% | Add +0.5% | 69,277 | $1.7M |
| Quantinno Capital Management LP | 0.01% | Add +129.2% | 69,064 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Reduce -1.5% | 68,396 | $1.7M |
| Herold Advisors, Inc. | 0.38% | Add +3.6% | 68,196 | $1.7M |
| HMV Wealth Advisors, LLC | 1.35% | No change | 68,126 | $1.7M |
| Michels Family Financial, LLC | 1.52% | Reduce -0.4% | 67,062 | $1.7M |
| Sculati Wealth Management, LLC | 0.67% | Reduce -15.3% | 66,547 | $1.7M |
| Columbus Macro, LLC | 0.22% | Reduce -4.8% | 66,394 | $1.7M |
| Prestige Wealth Management Group LLC | 0.35% | Reduce -6.7% | 66,272 | $1.7M |
| Quadcap Wealth Management, LLC | 0.24% | Add +8.6% | 65,952 | $1.7M |
| Crescent Sterling, Ltd. | 1.69% | Reduce -1.1% | 65,825 | $1.6M |
| HBW Advisory Services LLC | 0.23% | Add +2.3% | 64,754 | $1.6M |
| Wedmont Private Capital | 0.08% | Add +29.3% | 66,386 | $1.6M |
| Brookwood Investment Group LLC | 0.28% | — | 64,356 | $1.6M |
| Montag & Caldwell, LLC | 0.37% | Reduce -20.7% | 64,024 | $1.6M |
| Bailard, Inc. | 0.04% | Add +9.0% | 63,012 | $1.6M |
| Keystone Financial Group | 0.16% | Reduce -4.6% | 62,585 | $1.6M |
| Sachetta, LLC | 0.64% | Add +0.5% | 62,434 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +33.0% | 62,286 | $1.6M |
| M Holdings Securities, Inc. | 0.26% | Add +3.6% | 61,831 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +43.6% | 61,890 | $1.5M |
| Custos Family Office, LLC | 0.55% | Add +0.1% | 61,576 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | Add +80.8% | 61,514 | $1.5M |
| Great Waters Wealth Management | 0.21% | Reduce -1.3% | 61,298 | $1.5M |
| New England Private Wealth Advisors LLC | 0.24% | Reduce -7.0% | 61,211 | $1.5M |
| Sentinel Pension Advisors, LLC | 0.28% | Reduce -36.3% | 61,150 | $1.5M |
| Medallion Wealth Advisors, LLC | 0.69% | Add +16.2% | 60,552 | $1.5M |
| New Hampshire Trust | 0.35% | Reduce -11.4% | 60,319 | $1.5M |
| Columbia Advisory Partners LLC | 1.30% | Add +43.6% | 60,102 | $1.5M |
| Pine Valley Investments Ltd Liability Co | 0.10% | Add +96.5% | 59,407 | $1.5M |
| GeoWealth Management, LLC | 0.06% | Reduce -74.8% | 59,284 | $1.5M |
| Stewardship Advisors, LLC | 0.40% | Add +18.3% | 59,208 | $1.5M |
| Atlas Wealth Partners, LLC | 1.82% | Add +3.6% | 58,928 | $1.5M |
| James Investment Research, Inc. | 0.19% | Add +20.7% | 58,865 | $1.5M |
| Comprehensive Financial Planning, Inc. | 1.43% | Reduce -58.9% | 58,753 | $1.5M |
| Millington Financial Advisors, LLC | 0.90% | New | 60,169 | $1.5M |
| Financial Consulate, Inc. | 0.37% | Add +2.2% | 58,188 | $1.5M |
| JBR Co Financial Management Inc | 0.85% | Add +0.5% | 58,066 | $1.5M |
| Aspire Capital Advisors LLC | 0.43% | Reduce -39.9% | 57,720 | $1.4M |
| SouthState Bank Corp | 0.07% | New | 57,665 | $1.4M |
| Retirement Income Solutions, Inc. | 0.30% | Add +2.2% | 57,436 | $1.4M |
| Topel & Distasi Wealth Management, LLC | 0.67% | Reduce -71.5% | 57,223 | $1.4M |
| Yelin Lapidot Holdings Management Ltd. | 0.28% | No change | 57,120 | $1.4M |
| Spire Wealth Management | 0.05% | Add +9.0% | 56,489 | $1.4M |
| GWN Securities Inc. | 0.08% | New | 53,710 | $1.4M |
| True North Advisors, LLC | 0.25% | New | 55,649 | $1.4M |
| Ancora Advisors LLC | 0.03% | Add +0.1% | 55,595 | $1.4M |
| L2 Asset Management, LLC | 0.29% | New | 55,442 | $1.4M |
| LexAurum Advisors, LLC | 0.27% | Add +139.8% | 55,299 | $1.4M |
| Simon Quick Advisors, LLC | 0.08% | Add +0.6% | 54,702 | $1.4M |
| Comerica Bank | 0.01% | Add +9.2% | 54,312 | $1.4M |
| Ami Investment Management Inc. | 0.43% | Reduce -0.5% | 53,420 | $1.3M |
| Segment Wealth Management, LLC | 0.09% | Reduce -5.0% | 53,213 | $1.3M |
| Investors Research Corp | 0.29% | Add +6.3% | 53,193 | $1.3M |
| Tiaa Trust, National Association | 0.00% | Reduce -2.1% | 52,555 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +24.7% | 52,535 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Add +12.2% | 52,385 | $1.3M |
| MidAtlantic Capital Management, Inc. | 1.03% | Reduce -0.1% | 52,186 | $1.3M |
| Blackhawk Capital Partners, LLC | 0.67% | Add +63.8% | 52,008 | $1.3M |
| Oxford Financial Group, LTD. LLC | 0.09% | Add +0.3% | 51,730 | $1.3M |
| JFG Wealth Management, LLC | 0.29% | Add +0.1% | 51,486 | $1.3M |
| Capital Advisors Wealth Management, LLC | 0.23% | Add +14.3% | 51,107 | $1.3M |
| FSA Advisors, Inc. | 1.01% | Add +8.6% | 50,942 | $1.3M |
| Wealth Group, Ltd. | 0.82% | Add +24.6% | 50,751 | $1.3M |
| Arthur M. Cohen & Associates, LLC | 0.24% | No change | 50,648 | $1.3M |
| SageView Advisory Group, LLC | 0.05% | Add +0.6% | 49,795 | $1.2M |
| Beacon Financial Advisory LLC | 0.38% | Add +193.9% | 49,774 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Add +0.9% | 49,761 | $1.2M |
| Marotta Asset Management | 0.24% | Reduce -73.8% | 11,939 | $1.2M |
| Security National Bank of So Dak | 0.70% | Reduce -0.9% | 49,668 | $1.2M |
| Modus Advisors, LLC | 0.41% | Reduce -5.1% | 49,656 | $1.2M |
| Avity Investment Management Inc. | 0.10% | Add +153.3% | 49,492 | $1.2M |
| Destination Wealth Management | 0.04% | Reduce -3.3% | 49,287 | $1.2M |
| Global Assets Advisory, LLC | 0.23% | Add +200.0% | 51,072 | $1.2M |
| Capital Analysts, LLC | 0.05% | Add +1050.0% | 48,991 | $1.2M |
| Optivise Advisory Services LLC | 0.69% | New | 48,841 | $1.2M |
| Keel Point, LLC | 0.09% | Add +0.0% | 48,410 | $1.2M |
| D. E. Shaw & Co. | 0.00% | New | 48,197 | $1.2M |
| Petra Financial Advisors Inc. | 0.97% | Reduce -29.3% | 47,357 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -16.2% | 47,275 | $1.2M |
| Ascentis Independent Advisors | 0.23% | New | 46,787 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +12.1% | 45,941 | $1.2M |
| K2 Financial Inc. | 1.13% | Add +16.9% | 49,944 | $1.1M |
| OneAscent Financial Services LLC | 0.07% | Add +7.3% | 45,468 | $1.1M |
| Accredited Investors Inc. | 0.07% | Add +0.0% | 45,705 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | Reduce -0.3% | 45,587 | $1.1M |
| Paradigm Capital Management, LLC | 1.17% | Reduce -5.2% | 45,088 | $1.1M |
| Kathmere Capital Management, LLC | 0.10% | Add +4.8% | 44,696 | $1.1M |
| IFG Advisory, LLC | 0.06% | Add +33.5% | 44,581 | $1.1M |
| TrueWealth Advisors, LLC | 0.36% | Add +1.1% | 43,872 | $1.1M |
| Commerce Bank | 0.01% | Add +15.0% | 43,773 | $1.1M |
| Guardian Asset Advisors, LLC | 0.71% | Reduce -11.8% | 43,798 | $1.1M |
| Capital Square, LLC | 0.64% | Add +3.7% | 43,272 | $1.1M |
| Fusion Capital, LLC | 0.41% | Reduce -6.0% | 42,976 | $1.1M |
| WCG Wealth Advisors LLC | 0.08% | Add +1.4% | 42,910 | $1.1M |
| RHS Financial, LLC | 0.60% | Reduce -38.9% | 42,783 | $1.1M |
| VestGen Advisors, LLC | 0.05% | — | 42,408 | $1.1M |
| Redwood Financial Network Corp | 0.80% | Add +3.5% | 41,918 | $1.0M |
| Blue Sky Capital Consultants Group, Inc. | 0.68% | Add +8.4% | 41,838 | $1.0M |
| Insight Wealth Partners, LLC | 0.63% | Reduce -5.9% | 41,803 | $1.0M |
| Whitener Capital Management, Inc. | 0.29% | Add +26.0% | 41,594 | $1.0M |
| BCS Wealth Management | 0.27% | Reduce -1.6% | 41,567 | $1.0M |
| Gilbert & Cook, Inc. | 0.15% | Reduce -0.7% | 41,534 | $1.0M |
| Valeo Financial Advisors, LLC | 0.03% | Add +3.6% | 41,490 | $1.0M |
| AdvisorNet Financial, Inc | 0.08% | Reduce -31.1% | 41,259 | $1.0M |
| Ameriflex Group, Inc. | 0.42% | Reduce -56.0% | 40,795 | $1.0M |
| SIMA Wealth Partners, LLC | 0.85% | Reduce -4.5% | 40,668 | $1.0M |
| First Pacific Financial | 0.21% | Add +224.9% | 40,579 | $1.0M |
| Cutter & CO Brokerage, Inc. | 0.24% | Add +0.1% | 40,550 | $1.0M |
| First County Bank | 0.56% | New | 40,529 | $1.0M |
| NorthRock Partners, LLC | 0.03% | Add +61.8% | 40,446 | $1.0M |
| Apella Capital, LLC | 0.03% | No change | 40,500 | $1.0M |
| SevenBridge Financial Group, LLC | 0.20% | Add +6.0% | 37,161 | $1.0M |
| Pinion Investment Advisors, LLC | 0.22% | Add +93.4% | 40,058 | $1.0M |
| Hoese & Co LLP | 0.87% | No change | 39,906 | $999K |
| Simplicity Wealth,LLC | 0.08% | Add +343.2% | 39,363 | $986K |
| Strategic Investment Solutions, Inc. | 0.29% | Reduce -1.2% | 39,318 | $985K |
| Cornerstone Wealth Group, LLC | 0.08% | Reduce -0.1% | 39,003 | $977K |
| Woodmont Investment Counsel LLC | 0.07% | Add +3.1% | 38,816 | $972K |
| ORG Partners LLC | 0.25% | Add +72.5% | 38,474 | $971K |
| Clearwater Capital Advisors, LLC | 0.09% | No change | 38,470 | $963K |
| Kiley Juergens Wealth Management, LLC | 0.26% | Add +4.7% | 38,435 | $962K |
| Two West Capital Advisors LLC | 0.80% | Add +27.2% | 39,278 | $957K |
| Asset Management Group, Inc. | 0.18% | Add +0.1% | 38,202 | $957K |
| OneAscent Family Office, LLC | 0.88% | New | 37,579 | $948K |
| Aprio Wealth Management, LLC | 0.12% | Add +0.1% | 37,710 | $944K |
| AlphaCore Capital LLC | 0.08% | Add +15.8% | 37,287 | $934K |
| Sunburst Financial Group, LLC | 0.23% | Reduce -0.3% | 37,245 | $933K |
| Evercore Wealth Management, LLC | 0.01% | No change | 37,120 | $929K |
| Pennsylvania Capital Management Inc. | 0.34% | Add +74.3% | 37,082 | $929K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +126.1% | 37,018 | $927K |
| Cozad Asset Management Inc. | 0.09% | No change | 36,785 | $921K |
| DecisionMap Wealth Management, LLC | 0.70% | Add +22.0% | 36,595 | $916K |
| Fisher Asset Management | 0.00% | Add +19.5% | 36,270 | $908K |
| Claris Financial LLC | 0.60% | No change | 32,520 | $906K |
| NewEdge Wealth, LLC | 0.02% | No change | 35,940 | $900K |
| Binnacle Investments Inc | 0.65% | — | 35,347 | $885K |
| Planning Center, Inc. | 0.10% | Add +0.0% | 35,199 | $881K |
| Headinvest, LLC | 0.17% | Reduce -1.6% | 35,194 | $881K |
| Islay Capital Management, LLC | 0.60% | Reduce -5.9% | 35,164 | $881K |
| Quadrant Private Wealth Management, LLC | 0.22% | Reduce -2.7% | 35,051 | $878K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.36% | Reduce -4.8% | 35,036 | $877K |
| Fort Sheridan Advisors LLC | 0.13% | Reduce -5.5% | 34,898 | $874K |
| Kelleher Financial Advisors | 0.35% | No change | 34,720 | $869K |
| Sowell Financial Services LLC | 0.04% | Add +4.0% | 34,595 | $866K |
| RDA Financial Network | 0.26% | Add +7.4% | 34,512 | $864K |
| Roffman Miller Associates Inc. | 0.05% | Reduce -1.5% | 33,911 | $849K |
| Financial Life Advisors | 0.32% | Reduce -0.3% | 33,853 | $848K |
| Cynosure Group, LLC | 0.12% | Add +0.0% | 33,851 | $848K |
| Integrity Financial Corp | 0.48% | Add +16.5% | 33,628 | $842K |
| UMB Bank, n.a. | 0.01% | Reduce -1.4% | 33,618 | $842K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +2.0% | 33,242 | $832K |
| United Advisor Group, LLC | 0.17% | Reduce -17.3% | 33,227 | $832K |
| Insight Advisors, LLC/ PA | 0.15% | Reduce -18.3% | 33,102 | $829K |
| Relyea Zuckerberg Hanson LLC | 0.11% | Add +0.1% | 33,095 | $829K |
| NWF Advisory Services Inc. | 0.12% | New | 33,058 | $828K |
| ARK & TLK Investments, LLC | 0.29% | No change | 32,697 | $819K |
| Essex LLC | 0.18% | Reduce -0.7% | 32,551 | $815K |
| New Century Financial Group, LLC | 0.94% | Add +5.3% | 32,493 | $814K |
| Colorado Capital Management, Inc. | 0.38% | Add +0.1% | 32,470 | $813K |
| Parallel Advisors, LLC | 0.02% | Reduce -5.4% | 31,624 | $792K |
| Stonebrook Private Inc. | 0.20% | Add +7.7% | 31,456 | $788K |
| Delta Financial Group, Inc. | 0.18% | Add +3.3% | 29,832 | $784K |
| KCM Investment Advisors LLC | 0.03% | Reduce -6.0% | 31,297 | $784K |
| Sovereign Financial Group, Inc. | 0.18% | Reduce -12.4% | 31,291 | $784K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 31,040 | $777K |
| Burt Wealth Advisors | 0.19% | Reduce -6.1% | 30,916 | $774K |
| Missouri Trust & Investment Co | 0.27% | Reduce -1.3% | 30,664 | $768K |
| Sabal Trust CO | 0.04% | No change | 30,644 | $767K |
| BridgePort Financial Solutions, LLC | 0.34% | Add +62.6% | 30,415 | $762K |
| Almanack Investment Partners, LLC. | 0.15% | Reduce -92.6% | 30,412 | $762K |
| Private Trust Co. NA | 0.08% | Add +42.4% | 30,137 | $755K |
| Wealth Architects, LLC | 0.08% | Reduce -3.8% | 29,927 | $749K |
| Vantage Financial Partners, LLC | 0.19% | Add +26.9% | 29,904 | $749K |
| Castle Wealth Management LLC | 0.29% | Reduce -10.3% | 29,899 | $749K |
| Resurgent Financial Advisors LLC | 0.45% | Add +9.6% | 29,850 | $747K |
| Aurora Private Wealth, Inc. | 0.59% | Reduce -11.4% | 29,607 | $741K |
| GS Investments, Inc. | 0.35% | Reduce -5.2% | 29,581 | $741K |
| Smart Portfolios, LLC | 0.81% | Reduce -0.0% | 29,580 | $741K |
| SpringVest Wealth Management LLC | 0.61% | No change | 29,521 | $739K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +5.4% | 29,502 | $739K |
| Beam Wealth Advisors, Inc. | 0.25% | Add +10.8% | 29,349 | $735K |
| Windsor Advisory Group, LLC | 0.95% | Reduce -2.4% | 29,220 | $732K |
| Ogorek Anthony Joseph /NY/ | 0.24% | Add +17.2% | 29,114 | $729K |
| Bellevue Asset Management, LLC | 0.40% | Add +39.7% | 29,087 | $728K |
| Summit Financial Strategies, Inc. | 0.07% | Reduce -15.8% | 29,080 | $728K |
| CGN Advisors LLC | 0.07% | Add +4.1% | 29,015 | $727K |
| Clarity Capital Advisors, LLC | 0.48% | Add +0.0% | 29,010 | $726K |
| Hilltop Wealth Advisors, LLC | 0.41% | Reduce -10.6% | 29,002 | $726K |
| Everett Harris & Co. | 0.01% | Add +2.3% | 28,938 | $725K |
| Fortitude Advisory Group L.L.C. | 0.52% | Reduce -0.2% | 30,430 | $725K |
| Mission Wealth Management, LP | 0.02% | Reduce -0.9% | 28,867 | $723K |
| OMC Financial Services LTD | 0.32% | Reduce -1.2% | 28,856 | $723K |
| Maia Wealth LLC | 0.16% | Add +5.2% | 29,467 | $723K |
| Watershed Private Wealth LLC | 0.29% | No change | 28,722 | $719K |
| Clear Investment Research, LLC | 0.95% | Add +0.4% | 28,419 | $712K |
| Element Wealth, LLC | 0.38% | No change | 28,316 | $709K |
| Stark Wealth Management LLC | 7.27% | Reduce -95.7% | 28,177 | $706K |
| Lutz Financial Services LLC | 0.06% | Add +0.2% | 28,136 | $705K |
| NorthStar Asset Management LLC | 0.44% | Reduce -1.4% | 28,043 | $702K |
| TCI Wealth Advisors, Inc. | 0.06% | No change | 28,008 | $701K |
| Callan Capital, LLC | 0.05% | Reduce -5.9% | 27,974 | $700K |
| Alpha Omega Wealth Management LLC | 0.13% | Add +0.1% | 27,867 | $698K |
| Adero Partners, LLC | 0.05% | Add +0.0% | 27,808 | $696K |
| Altfest L J & Co. Inc. | 0.09% | Reduce -6.5% | 27,709 | $694K |
| Pure Financial Advisors, LLC | 0.01% | Add +17.1% | 27,601 | $691K |
| Paragon Private Wealth Management, LLC | 0.32% | New | 27,429 | $687K |
| Forefront Wealth Partners, LLC | 0.47% | Reduce -39.8% | 27,415 | $686K |
| Goldstein Advisors, LLC | 0.10% | Add +1.6% | 27,408 | $686K |
| Stephens Inc. | 0.01% | Add +20.5% | 27,269 | $683K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +23.4% | 27,190 | $681K |
| Compass Capital Corp. /Ma/ | 0.35% | Reduce -21.1% | 29,547 | $674K |
| Jentner Corp | 0.20% | Reduce -3.8% | 26,879 | $673K |
| Independent Wealth Network Inc. | 0.27% | Add +31.2% | 26,871 | $673K |
| NBT Bank, N.A. | 0.05% | Reduce -10.5% | 26,830 | $672K |
| Vanguard Capital Wealth Advisors | 0.82% | Add +79.3% | 26,628 | $667K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 26,400 | $661K |
| Genesee Capital Advisors, LLC | 0.33% | Add +0.1% | 26,380 | $661K |
| Members Trust Co | 0.02% | Add +9.1% | 26,336 | $659K |
| LifeSteps Financial, Inc. | 0.53% | Reduce -3.7% | 26,188 | $656K |
| Zacks Investment Management | 0.01% | Add +89.0% | 26,178 | $655K |
| ZynergyRetirementPlanningLLC | 0.46% | Add +284.5% | 23,495 | $655K |
| Associated Banc-Corp | 0.02% | Reduce -4.0% | 26,063 | $653K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -11.7% | 26,012 | $651K |
| Strategic Financial Concepts, LLC | 0.12% | Add +0.7% | 25,734 | $644K |
| Prudent Investors Network, Inc. | 0.18% | Add +7.2% | 25,604 | $641K |
| Dumont & Blake Investment Advisors LLC | 0.18% | Reduce -6.3% | 25,431 | $637K |
| WESPAC Advisors, LLC | 0.52% | Reduce -61.6% | 25,424 | $637K |
| Ruggaard & Associates LLC | 0.28% | No change | 25,280 | $633K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 25,272 | $633K |
| Legend Financial Advisors, Inc. | 0.46% | Reduce -20.3% | 25,250 | $632K |
| Costello Asset Management, INC | 0.26% | Add +9748.8% | 25,213 | $631K |
| Capital Advisors Inc. | 0.01% | Add +2.2% | 25,182 | $631K |
| Napa Wealth Management | 0.35% | Reduce -78.9% | 25,146 | $630K |
| Crescent Grove Advisors, LLC | 0.07% | Reduce -1.8% | 24,948 | $625K |
| Fulcrum Equity Management | 0.68% | Add +1.4% | 24,782 | $621K |
| Lederer & Associates Investment Counsel | 0.45% | Add +3.5% | 24,766 | $620K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -0.4% | 24,729 | $619K |
| TFB Advisors LLC | 0.18% | Add +0.7% | 24,687 | $618K |
| WealthPLAN Partners, LLC | 0.09% | Add +6.1% | 24,654 | $617K |
| One Wealth Management Investment & Advisory Services, LLC | 1.02% | New | 24,631 | $617K |
| Smartleaf Asset Management LLC | 0.06% | Add +142.8% | 24,409 | $611K |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -37.5% | 24,321 | $609K |
| Carolinas Wealth Consulting LLC | 0.13% | Add +1.3% | 24,199 | $606K |
| Retirement Planning Group, LLC / NY | 0.61% | Add +40.0% | 24,087 | $603K |
| HUB Investment Partners, LLC | 0.02% | Add +41.6% | 23,982 | $600K |
| WMG Financial Advisors, LLC | 0.25% | Add +18.1% | 23,936 | $599K |
| Lakeridge Wealth Management LLC | 0.30% | Add +10.0% | 23,904 | $599K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -0.6% | 23,766 | $595K |
| Annex Advisory Services, LLC | 0.02% | Reduce -18.9% | 23,583 | $591K |
| Cloud Capital Management, LLC | 0.42% | — | 23,591 | $590K |
| OneAscent Wealth Management LLC | 0.26% | New | 23,560 | $590K |
| Quartz Partners, LLC | 0.36% | Reduce -0.4% | 23,526 | $589K |
| Private Wealth Asset Management, LLC | 0.08% | — | 23,344 | $585K |
| 1832 Asset Management L.P. | 0.00% | No change | 23,320 | $584K |
| Resolute Advisors LLC | 0.17% | Add +0.1% | 23,179 | $580K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.8% | 23,130 | $579K |
| Hidden Cove Wealth Management, LLC | 0.45% | Reduce -3.6% | 22,953 | $575K |
| L. Roy Papp & Associates, LLP | 0.07% | Reduce -6.1% | 22,941 | $574K |
| Colton Groome Financial Advisors, LLC | 0.22% | Reduce -20.3% | 22,434 | $570K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -7.3% | 22,636 | $567K |
| SYM FINANCIAL Corp | 0.07% | No change | 22,556 | $565K |
| Evensky & Katz LLC | 0.04% | No change | 22,495 | $563K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -1.7% | 22,290 | $558K |
| McKinley Carter Wealth Services, Inc. | 0.03% | New | 22,268 | $558K |
| Capital Insight Partners, LLC | 0.10% | Reduce -6.5% | 22,169 | $555K |
| SOL Capital Management CO | 0.06% | Add +1.3% | 22,040 | $552K |
| Davis Capital Management | 0.44% | Add +148.6% | 22,038 | $552K |
| Soltis Investment Advisors LLC | 0.05% | Reduce -0.9% | 22,023 | $551K |
| Verus Capital Partners, LLC | 0.06% | Add +95.6% | 21,997 | $551K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -42.1% | 21,950 | $550K |
| First Western Trust Bank | 0.03% | No change | 21,924 | $549K |
| Hoey Investments, Inc. | 0.11% | Reduce -0.3% | 21,863 | $547K |
| New Insight Wealth Advisors | 0.25% | Add +4.1% | 21,727 | $544K |
| Soundwatch Capital LLC | 0.25% | Reduce -8.3% | 21,619 | $541K |
| Hazlett, Burt & Watson, Inc. | 0.24% | Reduce -2.7% | 21,502 | $539K |
| RBA Wealth Management, LLC | 0.21% | Add +0.4% | 21,498 | $538K |
| Mitchell Sinkler & Starr | 0.15% | Add +15.1% | 21,487 | $538K |
| Synergy Financial Group, LTD | 0.48% | Reduce -0.3% | 21,430 | $537K |
| West Branch Capital LLC | 0.18% | Add +0.1% | 21,340 | $534K |
| Ritholtz Wealth Management | 0.02% | Add +28.9% | 21,322 | $534K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 21,304 | $533K |
| Oarsman Capital, Inc. | 0.10% | Reduce -5.8% | 21,284 | $533K |
| Elser Financial Planning, Inc | 0.73% | No change | 21,184 | $530K |
| SeaBridge Investment Advisors LLC | 0.11% | Add +0.1% | 21,164 | $530K |
| SRH Advisors, LLC | 0.16% | No change | 21,160 | $530K |
| Peterson Wealth Advisors, LLC | 0.10% | Add +96.8% | 23,227 | $525K |
| BIP Wealth, LLC | 0.03% | Add +1.9% | 20,944 | $524K |
| Greenwood Gearhart LLC | 0.04% | Add +1.1% | 20,738 | $519K |
| MBE Wealth Management, LLC | 0.25% | Add +0.0% | 20,694 | $518K |
| Twelve Points Wealth Management LLC | 0.14% | Reduce -0.0% | 20,689 | $518K |
| Front Row Advisors LLC | 0.20% | Reduce -9.5% | 20,492 | $513K |
| Tiller Private Wealth, Inc. | 0.21% | Add +2.5% | 20,488 | $513K |
| Granite Bay Wealth Management, LLC | 0.18% | Reduce -13.9% | 20,454 | $512K |
| International Assets Investment Management, LLC | 0.04% | Add +4.9% | 20,421 | $511K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +2.6% | 20,415 | $511K |
| Vermillion Wealth Management, Inc. | 0.15% | Reduce -6.0% | 20,398 | $511K |
| Good Life Advisors, LLC | 0.04% | Add +7.3% | 20,350 | $510K |
| Evanson Asset Management, LLC | 0.04% | Add +1.1% | 20,260 | $507K |
| Valicenti Advisory Services Inc. | 0.13% | Add +0.6% | 20,228 | $507K |
| Owen LaRue, LLC | 0.25% | Add +7.1% | 20,161 | $505K |
| Westmount Partners, LLC | 0.15% | Add +0.1% | 20,145 | $504K |
| Advisor OS, LLC | 0.06% | Add +11.3% | 20,090 | $503K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -16.8% | 19,822 | $496K |
| Scotia Capital Inc. | 0.00% | Reduce -1.1% | 19,782 | $495K |
| BlackRock, Inc. | 0.00% | Add +4.5% | 19,739 | $494K |
| Bond & Devick Financial Network, Inc. | 0.18% | Add +300.0% | 19,720 | $494K |
| Silver Oak Wealth Advisors Services, LLC | 0.44% | No change | 19,694 | $493K |
| First Heartland Consultants, Inc. | 0.05% | Add +118.0% | 19,689 | $493K |
| NWK Group, Inc. | 0.23% | Reduce -1.7% | 19,656 | $492K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Reduce -5.8% | 19,624 | $491K |
| Hilltop Holdings Inc. | 0.03% | Add +4.8% | 19,596 | $491K |
| Financial Sense Advisors, Inc. | 0.14% | Reduce -0.4% | 19,565 | $490K |
| Jaffetilchin Investment Partners, LLC | 0.04% | New | 19,558 | $490K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -7.3% | 19,488 | $488K |
| Boyce & Associates Wealth Consulting, Inc. | 0.49% | Reduce -3.1% | 19,482 | $488K |
| Moneco Advisors, LLC | 0.05% | Reduce -43.5% | 19,456 | $487K |
| Patten & Patten Inc. | 0.03% | Add +54.3% | 19,398 | $486K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.1% | 19,388 | $485K |
| Turning Point Benefit Group, Inc. | 0.45% | Reduce -31.4% | 21,457 | $485K |
| Signal Advisors Wealth, LLC | 0.05% | Add +86.9% | 19,329 | $484K |
| Roundview Capital LLC | 0.03% | No change | 19,164 | $480K |
| RPS Advisory Solutions LLC | 0.34% | New | 19,107 | $478K |
| GC Wealth Management RIA, LLC | 0.09% | Add +0.6% | 19,087 | $478K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -29.1% | 19,049 | $477K |
| Fortis Advisors, LLC | 0.31% | Add +18.6% | 18,969 | $475K |
| Princeton Global Asset Management LLC | 0.09% | Reduce -5.4% | 18,740 | $469K |
| Focused Wealth Management, Inc | 0.06% | Add +5.2% | 18,635 | $467K |
| Marcum Wealth, LLC | 0.04% | Add +1.1% | 18,560 | $465K |
| IVC Wealth Advisors LLC | 0.25% | Reduce -0.8% | 18,543 | $464K |
| Caprock Group, LLC | 0.01% | Add +4.7% | 18,389 | $460K |
| Alpha Financial Advisors, LLC | 0.20% | No change | 18,286 | $458K |
| Aspen Investment Management Inc | 0.21% | Add +52.0% | 18,216 | $456K |
| Citizens Financial Group Inc. | 0.01% | Add +13.2% | 18,192 | $456K |
| Legacy Edge Advisors, LLC | 0.07% | Add +28.0% | 18,166 | $455K |
| Everstar Asset Management, LLC | 0.30% | Reduce -41.8% | 18,127 | $454K |
| KM Capital Management Ltd. | 0.24% | New | 18,114 | $454K |
| Klingman & Associates, LLC | 0.03% | Reduce -1.0% | 17,948 | $449K |
| Fairman Group, LLC | 0.41% | Add +0.1% | 16,141 | $449K |
| Hohimer Wealth Management, LLC | 0.09% | Add +24.6% | 17,936 | $449K |
| North Star Asset Management Inc. | 0.02% | Reduce -7.3% | 17,875 | $448K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Add +0.1% | 17,787 | $445K |
| Virtue Capital Management, LLC | 0.05% | New | 17,609 | $440K |
| Ironwood Financial, llc | 0.09% | Add +2.2% | 17,527 | $439K |
| Cabot Wealth Management Inc. | 0.06% | Reduce -2.6% | 17,464 | $437K |
| Annandale Capital, LLC | 0.08% | Add +0.1% | 17,456 | $437K |
| WealthCare Investment Partners, LLC | 0.19% | Add +3.4% | 18,967 | $437K |
| Core Wealth Partners LLC | 0.25% | Add +4.1% | 17,358 | $435K |
| XY Planning Network, Inc. | 0.29% | Reduce -20.4% | 17,315 | $434K |
| Moneywise, Inc. | 0.23% | Add +0.0% | 17,167 | $430K |
| Phil A. Younker & Associates, Ltd. | 0.42% | Reduce -1.6% | 16,984 | $425K |
| Evergreen Capital Management LLC | 0.01% | Reduce -1.1% | 16,956 | $425K |
| Pathway Financial Advisors LLC | 0.08% | Add +0.5% | 16,861 | $422K |
| Geometric Wealth Advisors | 0.07% | No change | 16,688 | $418K |
| Tranquility Partners, LLC | 0.16% | No change | 16,655 | $417K |
| Continuum Advisory, LLC | 0.05% | Add +74.8% | 16,642 | $417K |
| Hall Capital Management Co. Inc. | 0.19% | No change | 16,566 | $415K |
| American Financial Advisors, LLC | 0.06% | Add +0.1% | 16,533 | $414K |
| Ergawealth Advisors, Inc. | 0.20% | Reduce -35.6% | 16,295 | $408K |
| Aspiriant, LLC | 0.01% | Reduce -30.9% | 16,173 | $405K |
| G2 Capital Management, LLC / Oh | 0.12% | No change | 16,092 | $403K |
| Smith Salley Wealth Management | 0.03% | Add +0.0% | 16,076 | $403K |
| Lantz Financial LLC | 0.11% | No change | 16,052 | $402K |
| Zhang Financial LLC | 0.02% | No change | 16,047 | $402K |
| Obermeyer Wealth Partners | 0.02% | New | 16,040 | $402K |
| CVFG LLC | 0.37% | No change | 16,032 | $401K |
| Glassman Wealth Services | 0.07% | Add +0.4% | 15,980 | $400K |
| Ehrlich Financial Group | 0.29% | Reduce -2.2% | 15,901 | $398K |
| Sharkey, Howes & Javer | 0.06% | No change | 15,792 | $395K |
| Barlow Wealth Partners, LLC | 0.05% | No change | 15,544 | $393K |
| Traynor Capital Management, Inc. | 0.03% | Add +12.4% | 15,664 | $392K |
| Lynx Investment Advisory | 0.26% | Add +41.3% | 15,623 | $391K |
| B.O.S.S. Retirement Advisors, LLC | 0.11% | Reduce -46.1% | 15,615 | $391K |
| Fearless Solutions, LLC dba Best Invest | 0.30% | Reduce -10.5% | 15,482 | $388K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +2.7% | 15,419 | $386K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.7% | 15,246 | $382K |
| Arkos Global Advisors | 0.06% | No change | 15,200 | $381K |
| Ipsen Advisor Group LLC | 0.33% | Add +0.1% | 15,137 | $379K |
| Prosperity Consulting Group, LLC | 0.03% | Add +0.1% | 15,066 | $377K |
| Hamilton Capital, LLC | 0.02% | No change | 15,060 | $377K |
| Wealthspan Partners, LLC | 0.17% | Reduce -14.8% | 15,038 | $377K |
| Heritage Wealth Partners, LLC | 0.57% | Add +0.1% | 14,937 | $374K |
| Affiance Financial, LLC | 0.09% | No change | 14,876 | $372K |
| Finer Wealth Management, Inc. | 0.22% | Add +1.3% | 14,862 | $372K |
| Accurate Wealth Management, LLC | 0.07% | Add +1.1% | 15,231 | $371K |
| Manske Wealth Management | 0.14% | Reduce -6.3% | 14,800 | $371K |
| D L Carlson Investment Group Inc. | 0.07% | Reduce -12.8% | 14,781 | $370K |
| Beacon Financial Group | 0.04% | Add +2.4% | 14,774 | $370K |
| Basepoint Wealth LLC | 0.29% | Reduce -13.9% | 14,685 | $368K |
| White Lighthouse Investment Management Inc. | 0.07% | Add +0.1% | 14,674 | $367K |
| Clark Asset Management, LLC | 0.06% | No change | 14,635 | $366K |
| Hutchens & Kramer Investment Management Group, LLC | 0.20% | Add +0.0% | 14,615 | $366K |
| Delta Asset Management LLC | 0.03% | No change | 14,602 | $366K |
| Stokes Family Office, LLC | 0.04% | No change | 14,569 | $365K |
| Lord & Richards Wealth Management, LLC | 0.41% | New | 14,567 | $365K |
| Carnegie Investment Counsel | 0.01% | Add +0.0% | 16,069 | $363K |
| Access Financial Services, Inc. | 0.15% | No change | 14,480 | $363K |
| Waterfront Wealth Inc. | 0.09% | Reduce -0.7% | 14,429 | $361K |
| CPC Advisors, LLC | 0.05% | No change | 14,340 | $359K |
| Gallacher Capital Management LLC | 0.17% | Reduce -29.4% | 14,335 | $359K |
| Wealth Effects LLC | 0.15% | Reduce -0.7% | 14,228 | $356K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -55.2% | 14,216 | $356K |
| SMART Wealth LLC | 0.13% | Reduce -12.0% | 14,130 | $354K |
| Vectors Research Management, LLC | 0.12% | No change | 14,100 | $353K |
| Courier Capital LLC | 0.02% | No change | 14,100 | $353K |
| Headlands Technologies LLC | 0.04% | Add +124.4% | 14,076 | $352K |
| TPG Advisors LLC | 0.28% | Add +2.4% | 14,075 | $352K |
| Ahl Investment Management, Inc. | 0.24% | No change | 14,040 | $352K |
| First National Trust Co | 0.01% | Add +1.4% | 13,983 | $350K |
| Bright Futures Wealth Management, LLC. | 0.39% | Reduce -2.2% | 15,163 | $349K |
| Forum Financial Management, LP | 0.01% | Add +12.4% | 13,845 | $347K |
| Pinnacle Associates Ltd. | 0.01% | Add +7.3% | 13,844 | $347K |
| Yoffe Investment Management, LLC | 0.51% | No change | 13,824 | $346K |
| Marshall Investment Management, LLC | 0.21% | Add +3437.7% | 13,797 | $345K |
| SOA Wealth Advisors, LLC. | 0.07% | Add +0.1% | 13,781 | $345K |
| Pursue Wealth Partners LLC | 0.21% | No change | 13,720 | $344K |
| Asio Capital, LLC | 0.07% | No change | 13,716 | $343K |
| Baker Tilly Wealth Management, LLC | 0.13% | Add +0.1% | 13,666 | $342K |
| LaFleur & Godfrey LLC | 0.05% | Add +0.5% | 13,619 | $341K |
| Patrick M Sweeney & Associates, Inc. | 0.25% | Add +6.7% | 13,523 | $339K |
| Brickley Wealth Management | 0.07% | Add +15.6% | 13,401 | $336K |
| Victrix Investment Advisors | 0.18% | New | 13,364 | $335K |
| Monterey Private Wealth, Inc. | 0.10% | Add +66.9% | 13,252 | $332K |
| National Wealth Management Group, LLC | 0.22% | Add +5.3% | 13,243 | $332K |
| AMG National Trust Bank | 0.01% | No change | 13,104 | $328K |
| Diversified Investment Strategies, LLC | 0.22% | Reduce -11.5% | 13,016 | $326K |
| Keybank National Association | 0.00% | Reduce -11.8% | 13,008 | $326K |
| Summit Financial Consulting LLC | 0.30% | — | 12,954 | $324K |
| Golden State Wealth Management, LLC | 0.05% | No change | 12,953 | $324K |
| Accelerate Investment Advisors LLC | 0.27% | Reduce -42.4% | 12,930 | $324K |
| Omega Financial Group, LLC | 0.12% | Reduce -8.4% | 12,782 | $320K |
| Grey Fox Wealth Advisors, LLC | 0.09% | Reduce -0.1% | 12,728 | $319K |
| Sfmg, LLC | 0.03% | New | 12,720 | $319K |
| MJT & Associates Financial Advisory Group, Inc. | 0.31% | — | 12,696 | $318K |
| Waterford Advisors, LLC | 0.13% | No change | 12,580 | $315K |
| Brighton Jones LLC | 0.01% | Add +3.0% | 12,550 | $314K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -3.1% | 12,547 | $314K |
| Hudock, Inc. | 0.05% | Add +0.0% | 12,505 | $313K |
| KFA Private Wealth Group, LLC | 0.11% | Add +0.0% | 12,477 | $312K |
| Banque Cantonale Vaudoise | 0.01% | — | 12,466 | $312K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -9.7% | 12,360 | $309K |
| Harvest Investment Services, LLC | 0.09% | Reduce -7.1% | 12,287 | $308K |
| LGT Financial Advisors LLC | 0.94% | Reduce -0.8% | 12,249 | $307K |
| Coastwise Capital Group, LLC | 0.26% | Add +49.5% | 12,205 | $306K |
| Presidio Capital Management, LLC | 0.13% | Add +44.1% | 12,177 | $305K |
| My Legacy Advisors, LLC | 0.12% | Reduce -26.9% | 12,107 | $303K |
| American Financial & Tax Strategies Inc. | 0.16% | No change | 12,080 | $302K |
| Axis Wealth Partners, LLC | 0.22% | Reduce -3.8% | 12,040 | $301K |
| Ted Buchan & Co | 0.14% | No change | 11,976 | $300K |
| Florida Financial Advisors, LLC | 0.12% | Reduce -9.8% | 11,905 | $298K |
| Paladin Advisory Group, LLC | 0.24% | No change | 11,876 | $297K |
| Red Door Wealth Management, LLC | 0.04% | Add +27.9% | 11,781 | $295K |
| PGIM Custom Harvest LLC | 0.01% | Add +6.9% | 11,644 | $292K |
| Stone Summit Wealth LLC | 0.10% | New | 11,619 | $291K |
| Jamison Private Wealth Management, Inc. | 0.04% | Add +0.8% | 11,590 | $290K |
| Navis Wealth Advisors, LLC | 0.28% | No change | 11,552 | $289K |
| Seascape Capital Management | 0.10% | Add +0.1% | 11,532 | $289K |
| Pinnacle Bancorp, Inc. | 0.09% | Add +7.1% | 11,532 | $289K |
| Uptown Financial Advisors LLC | 0.30% | No change | 11,476 | $287K |
| Burney Co./ | 0.01% | Reduce -1.7% | 11,468 | $287K |
| Mission Creek Capital Partners, Inc. | 0.07% | No change | 13,652 | $287K |
| Coordinated Financial Services, Inc. | 0.22% | — | 11,421 | $286K |
| Waters Parkerson & Co., LLC | 0.02% | New | 11,337 | $284K |
| Richard P Slaughter Associates Inc | 0.07% | Reduce -0.3% | 11,331 | $284K |
| Godsey & Gibb, Inc. | 0.03% | Add +14.7% | 11,308 | $283K |
| Lanark Financial, Inc. | 0.02% | — | 11,252 | $281K |
| Mason & Associates Inc | 0.07% | Reduce -0.4% | 11,193 | $280K |
| American Money Management, LLC | 0.05% | Add +0.1% | 11,183 | $280K |
| Oldfather Financial Services, LLC | 0.11% | Reduce -3.3% | 11,162 | $280K |
| Prospect Financial Services LLC | 0.15% | New | 11,070 | $277K |
| Flagship Private Wealth, LLC | 0.13% | Reduce -10.9% | 11,061 | $277K |
| Neuberger Berman Group LLC | 0.00% | Add +26.8% | 11,057 | $277K |
| Tucker Asset Management LLC | 0.09% | Add +124.6% | 11,053 | $277K |
| Freestone Capital Holdings, LLC | 0.01% | Add +6.9% | 11,003 | $276K |
| ETF Store, Inc. | 0.34% | Add +3.6% | 10,997 | $275K |
| Rinkey Investments | 0.09% | New | 10,946 | $274K |
| Earned Wealth Advisors, LLC | 0.06% | Add +3.7% | 10,943 | $274K |
| Rolek Wealth Management LLC | 0.28% | Add +1.5% | 11,171 | $274K |
| GoalVest Advisory LLC | 0.07% | No change | 10,896 | $273K |
| Seneca House Advisors | 0.12% | Reduce -1.4% | 10,845 | $272K |
| Adamsbrown Wealth Consultants LLC | 0.09% | Add +0.1% | 10,819 | $271K |
| McCarthy & Cox | 0.12% | Reduce -2.4% | 10,803 | $271K |
| LWM Advisors Inc. | 0.32% | New | 10,362 | $269K |
| Columbia Bank | 0.09% | No change | 10,740 | $269K |
| Capital Investment Counsel, LLC | 0.04% | New | 10,735 | $269K |
| Equita Financial Network, Inc. | 0.09% | Reduce -0.1% | 10,715 | $268K |
| Insigneo Advisory Services, LLC | 0.03% | New | 10,711 | $268K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 10,688 | $268K |
| Copley Financial Group, Inc. | 0.20% | Reduce -17.1% | 10,654 | $267K |
| Praetorian Wealth Management, Inc. | 0.07% | No change | 10,644 | $267K |
| Strategic Equity Management | 0.11% | No change | 10,623 | $266K |
| McDonald Partners LLC | 0.07% | No change | 10,600 | $265K |
| Worth Asset Management, LLC | 0.14% | Reduce -29.5% | 10,590 | $265K |
| Private Management Group Inc. | 0.01% | No change | 10,588 | $265K |
| Albion Financial Group | 0.02% | Reduce -0.6% | 10,584 | $265K |
| Delta Investment Management, LLC | 0.05% | Add +39.6% | 10,573 | $265K |
| Traphagen Investment Advisors LLC | 0.03% | Add +40.1% | 10,541 | $264K |
| Ascension Capital Advisors, Inc. | 0.12% | Add +0.4% | 10,526 | $264K |
| Evermay Wealth Management LLC | 0.03% | No change | 10,512 | $263K |
| Atlas Brown,Inc. | 0.09% | Add +0.1% | 10,500 | $263K |
| Bridgewater Advisors Inc. | 0.02% | New | 10,218 | $260K |
| Venture Visionary Partners LLC | 0.01% | New | 10,356 | $259K |
| Avantra Family Wealth, Inc. | 0.25% | No change | 10,292 | $258K |
| REDW Wealth LLC | 0.10% | Reduce -32.6% | 10,248 | $257K |
| Falcon Wealth Planning | 0.03% | Reduce -8.4% | 10,053 | $252K |
| Liberty Square Wealth Partners LLC | 0.10% | No change | 10,000 | $250K |
| Caliber Wealth Management, LLC / KS | 0.03% | — | 9,994 | $250K |
| Koss-Olinger Consulting, LLC | 0.02% | No change | 10,000 | $250K |
| Canandaigua National Bank & Trust Co. | 0.02% | No change | 9,936 | $249K |
| Trust Co of the South | 0.05% | No change | 9,920 | $248K |
| Rodgers & Associates, LTD | 0.03% | Add +36.3% | 9,919 | $248K |
| Teamwork Financial Advisors, LLC | 0.03% | New | 9,912 | $248K |
| VestGen Investment Management | 0.19% | No change | 9,908 | $248K |
| Kavar Capital Partners Group, LLC | 0.04% | Reduce -0.1% | 9,870 | $247K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1968.5% | 9,846 | $247K |
| Cannon Financial Strategists, Inc. | 0.04% | Reduce -0.1% | 9,839 | $246K |
| Accredited Investor Services, LLC | 0.21% | New | 9,833 | $246K |
| Check Capital Management Inc. | 0.02% | No change | 9,800 | $245K |
| Uptick Partners, LLC | 0.08% | Reduce -8.0% | 9,754 | $244K |
| Alpha Cubed Investments, LLC | 0.01% | New | 9,750 | $244K |
| CWC Advisors, LLC. | 0.14% | No change | 9,728 | $244K |
| Fourth Dimension Wealth, LLC | 0.12% | Add +0.1% | 9,711 | $243K |
| Inspire Advisors, LLC | 0.03% | Add +3.4% | 9,696 | $243K |
| Fortis Capital Management LLC | 0.05% | New | 9,670 | $242K |
| Vaughan David Investments LLC | 0.01% | New | 9,668 | $242K |
| Glenview Trust Co | 0.00% | Add +24.3% | 9,662 | $242K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Add +33.7% | 9,648 | $242K |
| Maridea Wealth Management LLC | 0.08% | Reduce -9.1% | 9,641 | $241K |
| Stolper Co | 0.08% | No change | 9,606 | $241K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +2.1% | 9,496 | $240K |
| Balefire, LLC | 0.08% | Add +112.9% | 9,563 | $239K |
| Riverstone Advisors, LLC | 0.14% | No change | 9,560 | $239K |
| Grandview Asset Management LLC | 0.09% | Reduce -15.8% | 9,524 | $238K |
| LaSalle St. Investment Advisors, LLC | 0.06% | New | 9,517 | $238K |
| Cypress Capital Management LLC (WY) | 0.28% | Reduce -2.7% | 9,487 | $238K |
| Palisade Asset Management, LLC | 0.02% | No change | 9,484 | $237K |
| Pinkerton Wealth, LLC | 0.03% | Reduce -0.6% | 9,464 | $237K |
| Investments & Financial Planning, LLC | 0.15% | Add +0.0% | 9,458 | $237K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +0.0% | 9,412 | $236K |
| Aveo Capital Partners, LLC | 0.04% | New | 9,132 | $235K |
| Secure Asset Management, LLC | 0.05% | Reduce -55.4% | 9,395 | $235K |
| Morton Brown Family Wealth, LLC | 0.08% | No change | 9,376 | $235K |
| Clear Creek Financial Management, LLC | 0.02% | New | 9,278 | $232K |
| BNC Wealth Management, LLC | 0.08% | No change | 9,198 | $230K |
| Rice Partnership, LLC | 0.05% | No change | 9,137 | $229K |
| Hartline Investment Corp./ | 0.03% | Add +2.4% | 9,134 | $229K |
| ForthRight Wealth Management, LLC | 0.08% | Add +9.0% | 9,122 | $228K |
| Brightwater Advisory LLC | 0.18% | Add +4.4% | 9,101 | $228K |
| Saxony Capital Management, LLC | 0.20% | Add +17.7% | 9,073 | $227K |
| Manuka Financial, LLC | 0.15% | New | 9,065 | $227K |
| Telos Capital Management, Inc. | 0.02% | New | 9,052 | $227K |
| Optima Capital LLC | 0.14% | Reduce -92.8% | 9,014 | $226K |
| Promus Capital, LLC | 0.17% | No change | 9,008 | $226K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -0.0% | 8,992 | $225K |
| Saxon Interests, Inc. | 0.11% | No change | 8,984 | $225K |
| Jackson Thornton Wealth Management, LLC | 0.03% | New | 9,490 | $225K |
| Woodley Farra Manion Portfolio Management Inc. | 0.01% | New | 8,860 | $222K |
| Emprise Bank | 0.12% | Reduce -55.3% | 8,829 | $221K |
| JPL Wealth Management, LLC | 0.06% | No change | 8,756 | $219K |
| Paragon Advisors, LLC | 0.08% | New | 8,755 | $219K |
| Operose Advisors LLC | 0.07% | Add +0.0% | 8,722 | $218K |
| Arista Wealth Management, LLC | 0.05% | Add +7.7% | 8,622 | $216K |
| Wolff Financial Management LLC | 0.06% | Reduce -15.4% | 8,553 | $214K |
| Summit Wealth Group, LLC | 0.06% | No change | 8,456 | $212K |
| Wedbush Securities Inc. | 0.01% | Reduce -7.7% | 8,480 | $212K |
| Vanguard Group Inc. | 0.00% | Reduce -5.0% | 8,464 | $212K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 8,411 | $211K |
| Wayfinding Financial, LLC | 0.09% | No change | 8,408 | $210K |
| Investment Advisory Group, LLC | 0.07% | Add +0.1% | 8,377 | $210K |
| VSM Wealth Advisory, LLC | 0.08% | Add +167.5% | 8,367 | $210K |
| Personal Cfo Solutions, LLC | 0.04% | Add +7.6% | 8,309 | $208K |
| QRG Capital Management, Inc. | 0.00% | Reduce -7.5% | 8,288 | $208K |
| Kilter Group LLC | 0.14% | No change | 8,253 | $207K |
| Gradient Investments LLC | 0.00% | No change | 8,244 | $206K |
| Elios Financial Group Inc. | 0.10% | Add +0.0% | 8,232 | $206K |
| Threadgill Financial, LLC | 0.11% | New | 8,218 | $206K |
| Mirador Capital Partners LP | 0.04% | Add +0.0% | 8,176 | $205K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.1% | 8,133 | $204K |
| William Howard & Co Financial Advisors Inc | 0.19% | Reduce -2.5% | 8,124 | $203K |
| Redwood Investment Management, LLC | 0.02% | Add +0.1% | 8,125 | $203K |
| Morris Financial Concepts, Inc. | 0.08% | No change | 8,076 | $202K |
| Daymark Wealth Partners, LLC | 0.01% | New | 8,059 | $202K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 8,004 | $200K |
| Advisor Resource Council | 0.02% | Add +8.9% | 7,988 | $200K |
| Franklin Resources Inc. | 0.00% | No change | 7,968 | $200K |
| Elevation Wealth Partners, LLC | 0.09% | Reduce -1.8% | 7,949 | $199K |
| Advyzon Investment Management, LLC | 0.07% | Reduce -27.9% | 7,933 | $199K |
| Pittenger & Anderson Inc. | 0.01% | No change | 7,812 | $196K |
| Bell Investment Advisors, Inc | 0.04% | Add +0.1% | 7,803 | $195K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +65.8% | 7,713 | $193K |
| Bellwether Advisors, LLC | 0.04% | No change | 7,341 | $184K |
| WASHINGTON TRUST Co | 0.01% | Reduce -2.2% | 7,180 | $180K |
| CX Institutional | 0.01% | Reduce -51.3% | 6,741 | $169K |
| Palouse Capital Management, Inc. | 0.12% | Reduce -8.7% | 6,741 | $169K |
| First Horizon Advisors, Inc. | 0.00% | Add +1424.7% | 6,678 | $167K |
| Glenmede Trust Co. NA | 0.00% | No change | 6,580 | $165K |
| Anchor Investment Management, LLC | 0.02% | Reduce -1.8% | 6,496 | $163K |
| Transce3nd, LLC | 0.07% | Reduce -91.8% | 6,408 | $160K |
| First Command Advisory Services, Inc. | 0.00% | Add +25.6% | 5,928 | $148K |
| Global Wealth Strategies & Associates | 0.04% | Add +0.6% | 5,820 | $146K |
| Clearstead Trust, LLC | 0.03% | No change | 5,756 | $144K |
| Citizens National Bank Trust Department | 0.03% | Reduce -23.0% | 5,740 | $144K |
| Accredited Wealth Management, LLC | 0.12% | Add +0.1% | 5,642 | $141K |
| United Community Bank | 0.05% | No change | 5,600 | $140K |
| Salem Investment Counselors Inc. | 0.00% | Add +1.1% | 5,546 | $139K |
| Pflug Koory, LLC | 0.08% | Reduce -54.7% | 2,481 | $137K |
| Quadrant Capital Group LLC | 0.01% | Add +0.0% | 5,437 | $136K |
| Nova Wealth Management, Inc. | 0.12% | Add +0.8% | 5,357 | $134K |
| Stone House Investment Management, LLC | 0.03% | New | 5,228 | $131K |
| Stonebridge Financial Group, LLC | 0.01% | Add +0.3% | 5,057 | $127K |
| TD Capital Management LLC | 0.01% | Add +0.1% | 4,902 | $123K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 4,880 | $122K |
| Blue Trust, Inc. | 0.00% | Reduce -5.3% | 4,762 | $119K |
| YANKCOM Partnership | 0.06% | No change | 4,608 | $115K |
| Center for Financial Planning, Inc. | 0.01% | New | 4,569 | $114K |
| Main Street Group, LTD | 0.05% | Add +0.0% | 4,550 | $114K |
| Fifth Third Bancorp | 0.00% | Reduce -17.0% | 4,461 | $112K |
| Hexagon Capital Partners LLC | 0.02% | Add +0.1% | 4,384 | $110K |
| Compass Planning Associates Inc | 0.11% | Add +74.2% | 4,349 | $109K |
| Kennebec Savings Bank | 0.11% | Reduce -0.3% | 4,288 | $107K |
| Tradewinds Capital Management, LLC | 0.03% | Add +5.3% | 4,246 | $106K |
| Cascades Capital Asset Management, LLC | 0.06% | New | 4,114 | $103K |
| Mb, Levis & Associates, LLC | 0.05% | Add +0.1% | 4,016 | $101K |
| Concord Wealth Partners | 0.02% | Add +16625.0% | 4,014 | $101K |
| Tsfg, LLC | 0.02% | Add +234.0% | 4,008 | $100K |
| BNP Paribas Financial Markets | 0.00% | New | 3,976 | $100K |
| C M Bidwell & Associates Ltd. | 0.06% | Add +26.9% | 3,912 | $98K |
| Friedenthal Financial | 0.06% | No change | 3,824 | $96K |
| PSI Advisors, LLC | 0.03% | Reduce -9.8% | 3,812 | $95K |
| Laurel Wealth Advisors LLC | 0.01% | Add +0.9% | 3,784 | $95K |
| Pinney & Scofield, Inc. | 0.07% | No change | 3,760 | $94K |
| JNBA Financial Advisors | 0.01% | Reduce -8.7% | 3,716 | $93K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +17.5% | 3,705 | $93K |
| Wolff Wiese Magana LLC | 0.06% | Add +0.1% | 3,566 | $89K |
| Wood Tarver Financial Group, LLC | 0.03% | Reduce -17.1% | 3,402 | $85K |
| Armor Investment Advisors, LLC | 0.03% | No change | 3,260 | $82K |
| Group One Trading LLC | 0.00% | New | 3,229 | $81K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -32.4% | 3,212 | $80K |
| Avion Wealth | 0.02% | No change | 2,839 | $79K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +29.9% | 3,128 | $78K |
| Legacy Wealth Managment, LLC | 0.06% | New | 3,123 | $78K |
| Inlight Wealth Management, LLC | 0.05% | New | 3,000 | $75K |
| Evolution Advisers, Inc. | 0.04% | No change | 3,032 | $75K |
| Financial Freedom, LLC | 0.04% | New | 2,969 | $74K |
| Tidemark, LLC | 0.03% | No change | 2,936 | $74K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -6.2% | 2,896 | $73K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 2,880 | $72K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 2,855 | $71K |
| Beacon Capital Management, LLC | 0.01% | Add +0.1% | 2,849 | $71K |
| Morling Financial Advisors, LLC | 0.02% | No change | 2,784 | $70K |
| Briaud Financial Planning Inc | 0.03% | No change | 2,736 | $68K |
| Horizon Financial Services, LLC | 0.04% | No change | 2,638 | $66K |
| Cheviot Value Management, LLC | 0.01% | New | 2,511 | $65K |
| Logan Capital Management Inc. | 0.00% | Reduce -96.2% | 2,572 | $64K |
| Sound Income Strategies, LLC | 0.00% | Add +304.7% | 2,432 | $61K |
| Blume Capital Management, Inc. | 0.01% | No change | 2,400 | $60K |
| Kozak & Associates, Inc. | 0.01% | Add +7.7% | 2,447 | $60K |
| Whipplewood Advisors, LLC | 0.03% | Add +1795.9% | 41,179 | $57K |
| City Holding Co. | 0.01% | No change | 2,100 | $53K |
| Quent Capital, LLC | 0.01% | No change | 2,088 | $52K |
| Bessemer Group Inc. | 0.00% | New | 2,068 | $52K |
| HighMark Wealth Management LLC | 0.03% | Add +0.1% | 2,047 | $51K |
| Rossby Financial, LCC | 0.02% | New | 2,025 | $51K |
| Bangor Savings Bank | 0.00% | No change | 2,040 | $51K |
| Richards, Merrill & Peterson, Inc. | 0.03% | New | 1,947 | $49K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,920 | $48K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 1,912 | $48K |
| Copia Wealth Management | 0.04% | New | 1,910 | $48K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 1,852 | $46K |
| Creative Capital Management Investments LLC | 0.02% | No change | 1,825 | $46K |
| Bernard Wealth Management Corp. | 0.02% | Add +0.1% | 1,813 | $45K |
| MCF Advisors LLC | 0.00% | No change | 1,812 | $45K |
| MTM Investment Management, LLC | 0.02% | New | 1,795 | $45K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,748 | $44K |
| AllSquare Wealth Management LLC | 0.03% | No change | 1,712 | $43K |
| West Paces Advisors Inc. | 0.01% | No change | 1,708 | $43K |
| 3Chopt Investment Partners, LLC | 0.01% | Reduce -85.3% | 1,612 | $40K |
| Avalon Trust Co | 0.00% | No change | 1,600 | $40K |
| Hopwood Financial Services, Inc. | 0.03% | No change | 1,584 | $40K |
| Kiker Wealth Management, LLC | 0.03% | New | 1,580 | $40K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Reduce -5.6% | 1,537 | $38K |
| Luminist Capital LLC | 0.04% | New | 1,495 | $38K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | No change | 1,450 | $36K |
| Pineridge Advisors LLC | 0.01% | Reduce -18.4% | 1,433 | $36K |
| Trust Co | 0.00% | No change | 1,424 | $36K |
| Y.D. More Investments Ltd | 0.00% | Add +62.8% | 1,420 | $36K |
| National Bank of Canada | 0.00% | Add +25.9% | 1,415 | $35K |
| Founders Capital Management | 0.02% | Add +0.1% | 1,406 | $35K |
| Roble, Belko & Company, Inc | 0.01% | Add +1.4% | 1,375 | $34K |
| Bokf, NA | 0.00% | Add +8.8% | 1,332 | $33K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1,304 | $33K |
| CENTRAL TRUST Co | 0.00% | No change | 1,296 | $32K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,280 | $32K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 1,276 | $32K |
| MeadowBrook Investment Advisors LLC | 0.03% | No change | 1,244 | $31K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -5.5% | 1,123 | $28K |
| CGC Financial Services, LLC | 0.01% | Add +34.1% | 1,073 | $27K |
| Versant Capital Management, Inc | 0.00% | Add +0.2% | 1,019 | $26K |
| Phillips Financial Management, LLC | 0.00% | Reduce -67.2% | 1,016 | $25K |
| WealthCollab, LLC | 0.02% | No change | 1,000 | $25K |
| Sandy Spring Bank | 0.00% | No change | 996 | $25K |
| HM Payson & Co. | 0.00% | No change | 944 | $24K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 904 | $23K |
| Noble Wealth Management PBC | 0.02% | New | 881 | $22K |
| Optimum Investment Advisors | 0.01% | Add +0.1% | 877 | $22K |
| Heritage Wealth Advisors | 0.00% | Add +25.3% | 856 | $21K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 818 | $20K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 816 | $20K |
| Raffa Wealth Management, LLC | 0.00% | No change | 815 | $20K |
| HWG Holdings LP | 0.01% | New | 814 | $20K |
| Valued Wealth Advisors LLC | 0.01% | New | 748 | $19K |
| Synergy Investment Management, LLC | 0.01% | No change | 732 | $18K |
| Archer Investment Corp | 0.00% | No change | 713 | $18K |
| Hamilton Point Investment Advisors, LLC | 0.00% | New | 712 | $18K |
| Basso Capital Management, L.P. | 0.01% | No change | 692 | $17K |
| Wagner Wealth Management, LLC | 0.00% | Add +19.5% | 663 | $17K |
| CNB Bank | 0.01% | No change | 660 | $17K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 657 | $16K |
| Citadel Advisors | 0.00% | Reduce -98.2% | 649 | $16K |
| Anfield Capital Management, LLC | 0.01% | No change | 648 | $16K |
| Howe & Rusling Inc. | 0.00% | New | 647 | $16K |
| Investment Research & Advisory Group, Inc. | 0.01% | New | 608 | $15K |
| Aberdeen Wealth Management LLC | 0.01% | Add +1.3% | 608 | $15K |
| Clean Yield Group | 0.01% | No change | 608 | $15K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -22.3% | 608 | $15K |
| Creekmur Asset Management LLC | 0.00% | Add +0.2% | 603 | $15K |
| SWAN Capital LLC | 0.01% | New | 584 | $15K |
| Morse Asset Management, Inc | 0.00% | No change | 552 | $14K |
| JDM Financial Group LLC | 0.01% | No change | 512 | $13K |
| Key Financial Inc | 0.00% | No change | 496 | $12K |
| Oakworth Capital, Inc. | 0.00% | New | 483 | $12K |
| Chesapeake Asset Management LLC | 0.01% | No change | 480 | $12K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -7.3% | 460 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +12.3% | 458 | $11K |
| LRI Investments, LLC | 0.00% | No change | 448 | $11K |
| Horizon Investments, LLC | 0.00% | Reduce -40.4% | 443 | $11K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 424 | $11K |
| Dunhill Financial, LLC | 0.00% | Reduce -75.8% | 401 | $10K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 400 | $10K |
| PrairieView Partners, LLC | 0.00% | No change | 400 | $10K |
| 10Elms LLP | 0.01% | No change | 392 | $10K |
| Abound Wealth Management | 0.00% | Reduce -98.8% | 386 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 350 | $9K |
| Crewe Advisors LLC | 0.00% | Add +0.3% | 348 | $9K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 317 | $8K |
| City State Bank | 0.00% | Reduce -41.3% | 296 | $7K |
| Frazier Financial Advisors, LLC | 0.01% | Add +0.3% | 291 | $7K |
| Towne Trust Company, N.A | 0.00% | No change | 276 | $7K |
| Financially Speaking Inc | 0.01% | Reduce -100.0% | 274 | $7K |
| Woodside Wealth Management LLC | 0.01% | — | 268 | $7K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | — | 256 | $6K |
| Breakwater Investment Management | 0.00% | No change | 252 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 248 | $6K |
| Kessler Investment Group, LLC | 0.00% | New | 232 | $6K |
| ROSS\JOHNSON & Associates LLC | 0.09% | Reduce -51.3% | 220 | $5K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -48.5% | 202 | $5K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 176 | $4K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 176 | $4K |
| Addison Advisors LLC | 0.00% | No change | 160 | $4K |
| North Capital, Inc. | 0.00% | — | 155 | $4K |
| Cornerstone Planning Group LLC | 0.00% | New | 146 | $4K |
| DB Fitzpatrick & Co, Inc | 0.00% | New | 141 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 125 | $3K |
| Spurstone Advisory Services, LLC | 0.05% | No change | 112 | $3K |
| Eq Wealth Advisors, LLC | 0.00% | New | 106 | $3K |
| NFSG Corp | 0.00% | Reduce -62.4% | 100 | $3K |
| SJS Investment Consulting Inc. | 0.00% | No change | 80 | $2K |
| Keener Financial Planning LLC | 0.00% | No change | 108 | $2K |
| Robbins Farley | 0.00% | New | 70 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 68 | $2K |
| Whittier Trust Co. | 0.00% | No change | 52 | $1K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 11 | $276 |
| Aspect Partners, LLC | 0.00% | New | 11 | $275 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 8 | $200 |
| Truvestments Capital LLC | 0.00% | Add +50.0% | 3 | $75 |
| High Note Wealth, LLC | 0.00% | No change | 3 | $73 |
| Eukles Asset Management | 0.00% | No change | 2 | $50 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $36 |
| Red Tortoise LLC | 0.00% | Reduce -99.8% | 1 | $16 |
"% 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.