Schwab US Large-Cap GrowthSCHGETF
13F holders, Q2 2025 (June 30)1,465holders +86
138new positions
53sold out
4famous investors
$29.23avg. 13F price*
At the end of Q2 2025, 1,465 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings, up 86 from Q1 2025. 138 opened new positions and 53 sold out. The largest holders were Envestnet Asset Management Inc. ($1.6B), Sei Investments Co. ($1.3B) and Mather Group, Llc. ($1.2B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Schwab US Large-Cap Growth
- CUSIP
- 808524300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 138 | $173.1M |
| Exits | 53 | $32.4M |
All 13F filers, Q1 2025 → Q2 2025: 87,566,246 shares bought and 23,021,793 shares sold, net +64,544,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,465 holders
| Envestnet Asset Management Inc. | 0.47% | Add +14.5% | 55,240,546 | $1.6B |
| Sei Investments Co. | 1.55% | Add +11.0% | 45,745,266 | $1.3B |
| Mather Group, Llc. | 13.19% | Add +4.5% | 42,286,978 | $1.2B |
| Financial Engines Advisors L.L.C. | 2.23% | Reduce -0.0% | 38,175,151 | $1.1B |
| Charles Schwab Investment Management Inc. | 0.17% | Add +653.7% | 32,809,028 | $958.4M |
| LPL Financial LLC | 0.27% | Add +13.2% | 27,854,880 | $813.6M |
| Osaic Holdings, Inc. | 0.98% | Add +6.7% | 18,835,687 | $549.4M |
| Mariner, LLC | 0.75% | Add +3.1% | 17,810,580 | $520.2M |
| Ameriprise Financial Inc. | 0.11% | Reduce -0.1% | 15,458,404 | $451.3M |
| Raymond James Financial Inc. | 0.15% | Add +3.3% | 15,317,027 | $447.4M |
| Avantax Planning Partners, Inc. | 14.09% | Add +2.1% | 15,205,975 | $444.2M |
| Cetera Investment Advisers | 0.46% | Reduce -0.7% | 9,269,786 | $270.8M |
| Fund Evaluation Group, LLC | 10.38% | Reduce -9.7% | 9,190,023 | $268.4M |
| Northwestern Mutual Wealth Management Co. | 0.20% | Add +11.3% | 9,187,006 | $268.4M |
| Morgan Stanley | 0.02% | Reduce -6.6% | 8,926,321 | $260.7M |
| MML Investors Services, LLC | 0.73% | Add +22.3% | 8,643,532 | $252.5M |
| Bank of America Corp. | 0.02% | Add +5.1% | 8,063,125 | $235.5M |
| HighTower Advisors, LLC | 0.29% | Add +3.7% | 7,897,044 | $230.7M |
| JPMorgan Chase & Co. | 0.02% | Add +7.6% | 7,489,982 | $218.8M |
| Cwm, LLC | 0.75% | Add +0.9% | 7,274,770 | $212.5M |
| OneDigital Investment Advisors LLC | 2.36% | Reduce -12.5% | 7,265,280 | $212.2M |
| McAdam, LLC | 10.89% | Add +1.8% | 6,807,071 | $198.8M |
| Moneta Group Investment Advisors LLC | 2.00% | Add +8.6% | 5,757,249 | $168.2M |
| NorthCoast Asset Management LLC | 0.70% | Add +2.3% | 5,611,963 | $163.9M |
| Avantax Advisory Services, Inc. | 0.88% | Add +8.3% | 5,466,642 | $159.7M |
| Thrive Wealth Management, LLC | 23.96% | Add +6.0% | 5,077,667 | $148.3M |
| RMG Wealth Management LLC | 21.93% | — | 4,795,625 | $142.6M |
| Commonwealth Equity Services, LLC | 0.19% | Add +19.1% | 4,863,412 | $142.1M |
| Focus Financial Network, Inc. | 5.55% | Add +5.1% | 4,814,801 | $140.6M |
| Clark Capital Management Group, Inc. | 0.94% | Reduce -0.5% | 4,626,680 | $135.1M |
| Marquette Asset Management, LLC | 21.11% | Add +7.9% | 4,311,747 | $125.9M |
| Wells Fargo & Company | 0.02% | Add +6.8% | 3,842,162 | $112.2M |
| HHM Wealth Advisors, LLC | 13.07% | Add +6.3% | 3,765,364 | $110.0M |
| Beacon Pointe Advisors, LLC | 1.11% | Add +0.2% | 3,651,154 | $106.7M |
| Two Sigma Investments, LP | 0.18% | Reduce -6.4% | 3,330,123 | $97.3M |
| Assetmark, Inc. | 0.22% | Add +1.3% | 3,208,414 | $93.7M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +2.6% | 3,144,561 | $92.5M |
| Cerity Partners LLC | 0.16% | Add +2.5% | 3,119,923 | $91.1M |
| Golden Reserve Retirement LLC | 29.21% | Add +12.2% | 3,118,407 | $91.0M |
| Rainey & Randall Wealth Advisors Inc. | 16.52% | Reduce -0.1% | 3,088,420 | $90.2M |
| Truist Financial Corp. | 0.13% | Reduce -4.2% | 3,079,130 | $89.9M |
| Financial Advisors, LLC | 16.57% | Reduce -1.9% | 3,045,218 | $89.0M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Reduce -16.3% | 3,041,261 | $88.8M |
| Legacy Financial Strategies, LLC | 16.96% | Add +3.1% | 2,959,493 | $86.4M |
| Krilogy Financial LLC | 4.94% | Add +1.4% | 2,951,085 | $86.2M |
| Royal Bank of Canada | 0.02% | Add +3.6% | 2,876,034 | $84.0M |
| Park Avenue Securities LLC | 0.75% | Add +27.9% | 2,793,121 | $81.6M |
| Waverly Advisors, LLC | 0.76% | Add +9.1% | 2,384,385 | $69.6M |
| Berger Financial Group, Inc | 4.31% | Add +2.9% | 2,271,714 | $66.4M |
| HRC Wealth Management, LLC | 35.31% | Add +5.5% | 2,267,730 | $66.2M |
| Brio Consultants, LLC | 9.61% | Reduce -0.9% | 2,252,676 | $65.8M |
| MAI Capital Management | 0.46% | Add +0.0% | 2,252,000 | $65.8M |
| Stifel Financial Corp. | 0.06% | Reduce -7.9% | 2,124,997 | $62.1M |
| Kestra Advisory Services, LLC | 0.30% | Reduce -11.0% | 2,109,063 | $61.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.03% | Reduce -1.5% | 2,095,181 | $61.2M |
| Angeles Wealth Management, LLC | 4.18% | Reduce -21.7% | 2,087,707 | $61.0M |
| UBS Group AG | 0.01% | Add +15.4% | 2,085,902 | $60.9M |
| Koshinski Asset Management, Inc. | 4.58% | Add +0.9% | 2,076,826 | $60.7M |
| United Capital Financial Advisors, LLC | 0.48% | Reduce -7.9% | 2,023,549 | $59.1M |
| Thrivent Financial for Lutherans | 0.13% | Add +296.4% | 2,020,286 | $59.0M |
| Financial Management Professionals, Inc. | 6.53% | Add +4.4% | 1,985,739 | $58.0M |
| Visionary Wealth Advisors | 2.96% | Add +4.7% | 1,984,470 | $58.0M |
| Nadler Financial Group, Inc. | 5.81% | Add +2.7% | 1,942,809 | $56.7M |
| Merit Financial Group, LLC | 0.62% | Add +132.1% | 1,916,661 | $56.0M |
| Creative Planning | 0.05% | Reduce -0.4% | 1,874,072 | $54.7M |
| Kelman-Lazarov, Inc. | 8.84% | Add +2.2% | 1,867,657 | $54.6M |
| Main Street Financial Solutions, LLC | 3.92% | Add +7.3% | 1,851,661 | $54.1M |
| Gemmer Asset Management LLC | 4.76% | Add +0.3% | 1,834,662 | $53.6M |
| Compound Planning, Inc. | 2.02% | Add +25.9% | 1,831,771 | $53.5M |
| Northern Capital Management, Inc. | 31.04% | Reduce -1.8% | 1,806,661 | $52.8M |
| Prime Capital Investment Advisors, LLC | 0.69% | Reduce -35.7% | 1,787,599 | $52.2M |
| HB Wealth Management, LLC | 0.42% | Add +12.9% | 1,779,473 | $52.0M |
| Cornerstone Wealth Advisors, Inc. | 13.18% | Add +0.2% | 1,746,511 | $51.0M |
| Belpointe Asset Management LLC | 2.10% | Add +51.0% | 1,725,277 | $50.4M |
| Burkett Financial Services, LLC | 17.94% | Add +1.8% | 1,705,702 | $49.8M |
| Bleakley Financial Group, LLC | 1.26% | Add +23.0% | 1,695,563 | $49.5M |
| Strategic Blueprint, LLC | 2.39% | Add +4.2% | 1,664,649 | $48.6M |
| Triton Wealth Management, PLLC | 20.67% | — | 1,611,594 | $48.4M |
| Schneider Downs Wealth Management Advisors, LP | 7.17% | Add +4.0% | 1,640,699 | $47.9M |
| Tradition Wealth Management, LLC | 3.82% | Add +0.0% | 1,636,557 | $47.8M |
| Charles Schwab Trust Co | 3.54% | Reduce -3.8% | 1,614,097 | $47.1M |
| Captrust Financial Advisors | 0.10% | Reduce -2.1% | 1,606,125 | $46.9M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Reduce -10.7% | 1,603,479 | $46.8M |
| XML Financial, LLC | 4.05% | Add +2.1% | 1,595,988 | $46.6M |
| Forte Capital LLC | 4.98% | Reduce -9.6% | 1,584,832 | $46.3M |
| Summit Wealth & Retirement Planning, Inc. | 12.14% | Reduce -0.1% | 1,547,821 | $45.2M |
| Midwest Trust Co | 0.63% | — | 1,547,812 | $45.2M |
| Rollins Financial Advisors, LLC | 7.05% | Reduce -6.6% | 1,513,062 | $44.2M |
| GHP Investment Advisors, Inc. | 1.90% | Add +0.5% | 1,465,966 | $42.8M |
| Focus Partners Advisor Solutions, LLC | 0.56% | Reduce -14.3% | 1,448,022 | $42.3M |
| Integrated Wealth Concepts LLC | 0.42% | Add +13.1% | 1,424,503 | $41.6M |
| Summit Asset Management, LLC | 6.54% | Add +0.3% | 1,374,580 | $40.2M |
| Novem Group | 5.02% | Add +25.6% | 1,355,187 | $39.6M |
| World Investment Advisors | 0.89% | Add +157.6% | 1,343,084 | $39.2M |
| Goepper Burkhardt LLC | 14.28% | Add +5.5% | 1,327,110 | $38.8M |
| Principal Securities, Inc. | 0.73% | Add +66.9% | 1,324,545 | $38.7M |
| Veery Capital, LLC | 13.16% | Add +5.5% | 1,310,038 | $38.3M |
| Ausdal Financial Partners, Inc. | 2.53% | Add +0.8% | 1,295,841 | $37.9M |
| Provident Wealth Management, LLC | 12.36% | Reduce -0.6% | 1,293,869 | $37.8M |
| Affinity Wealth LLC | 31.29% | Add +7.1% | 1,257,561 | $36.7M |
| Financial Synergies Wealth Advisors, Inc. | 3.90% | Reduce -0.3% | 1,225,655 | $35.8M |
| Financial Advisors Network, Inc. | 5.37% | Add +3.0% | 1,218,280 | $35.6M |
| Advance Capital Management, Inc. | 1.61% | Reduce -12.2% | 1,212,690 | $35.4M |
| Savvy Advisors, Inc. | 2.35% | Add +34.4% | 1,208,229 | $35.3M |
| Curtis Advisory Group, LLC | 8.66% | Add +0.4% | 1,179,719 | $34.5M |
| Mokosak Advisory Group, LLC | 9.62% | Add +2.0% | 1,165,141 | $34.0M |
| Dravo Bay LLC | 16.30% | Add +1.5% | 1,131,282 | $33.7M |
| Richardson Capital Management LLC | 17.66% | Add +10.1% | 1,153,143 | $33.7M |
| Facet Wealth, Inc. | 0.76% | Reduce -1.6% | 1,104,582 | $33.4M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -15.8% | 1,129,961 | $33.0M |
| FLC Capital Advisors | 6.65% | Reduce -8.3% | 1,100,864 | $32.2M |
| Marshall Financial Group Inc. | 9.59% | Reduce -2.0% | 1,096,905 | $32.0M |
| Denver PWM, LLC | 9.83% | Add +3.3% | 1,079,507 | $31.5M |
| Johnson Investment Counsel Inc. | 0.28% | Add +5.0% | 1,058,434 | $30.9M |
| Exchange Traded Concepts, LLC | 0.40% | New | 1,058,190 | $30.9M |
| Milestone Investment Advisors LLC | 7.98% | Reduce -5.9% | 1,047,007 | $30.6M |
| Sequoia Financial Advisors, LLC | 0.21% | Reduce -9.6% | 1,038,933 | $30.3M |
| CRA Financial Services, LLC | 4.56% | Add +4.1% | 1,021,763 | $29.8M |
| Spreng Capital Management, Inc. | 12.55% | Reduce -0.3% | 1,010,693 | $29.5M |
| Fortis Capital Advisors, LLC | 5.22% | Reduce -3.3% | 999,061 | $29.2M |
| Modera Wealth Management, LLC | 0.36% | Reduce -0.0% | 985,438 | $28.8M |
| Visionary Horizons, LLC | 17.73% | Reduce -2.4% | 959,324 | $28.0M |
| IFP Advisors, Inc | 0.79% | Add +1.7% | 948,148 | $27.7M |
| Sigma Planning Corp | 0.83% | Add +0.9% | 944,148 | $27.6M |
| Concurrent Investment Advisors, LLC | 0.53% | Add +315.0% | 942,458 | $27.5M |
| Garde Capital, Inc. | 1.45% | Reduce -0.4% | 930,214 | $27.2M |
| Ballast Advisors LLC | 7.88% | Reduce -2.7% | 915,285 | $26.7M |
| Invst, LLC | 3.30% | Add +16.9% | 907,822 | $26.5M |
| Private Advisor Group, LLC | 0.14% | Add +48.4% | 900,116 | $26.3M |
| Focus Partners Wealth | 0.06% | Add +11.8% | 892,683 | $26.1M |
| Ignite Planners, LLC | 4.52% | Reduce -0.5% | 872,136 | $25.9M |
| SK Wealth Management, LLC | 11.12% | Add +14.0% | 871,180 | $25.6M |
| Black Diamond Financial, LLC | 3.98% | Reduce -6.7% | 876,953 | $25.6M |
| Ethos Financial Group, LLC | 2.19% | Add +8.2% | 867,974 | $25.4M |
| Mgo One Seven LLC | 0.81% | Reduce -9.0% | 863,052 | $25.2M |
| Brady Martz Wealth Solutions, LLC | 4.85% | Reduce -22.0% | 858,063 | $25.1M |
| Meridian Wealth Management, LLC | 1.07% | Reduce -4.7% | 853,924 | $24.9M |
| Ally Invest Advisors Inc. | 1.86% | Add +2.2% | 818,260 | $23.9M |
| Kingswood Wealth Advisors, LLC | 1.88% | Add +8.7% | 816,618 | $23.9M |
| LVW Advisors, LLC | 2.63% | Add +1.3% | 803,755 | $23.5M |
| Apexium Financial, LP | 1.24% | Add +14.2% | 799,865 | $23.4M |
| Weaver Capital Management LLC | 5.74% | Reduce -1.5% | 798,565 | $23.3M |
| Perigon Wealth Management, LLC | 0.54% | Add +3.9% | 797,307 | $23.3M |
| Seneca Financial Advisors LLC | 8.97% | Add +6.9% | 797,120 | $23.3M |
| Win Advisors, Inc. | 11.21% | Add +425.9% | 795,956 | $23.2M |
| Geneos Wealth Management Inc. | 0.57% | Add +0.3% | 795,201 | $23.2M |
| Valley National Advisers Inc. | 3.79% | Add +6.8% | 794,943 | $23.2M |
| Brass Tax Wealth Management, Inc. | 4.46% | Add +4.5% | 793,461 | $23.2M |
| Capital Planning LLC | 7.28% | Reduce -27.8% | 792,977 | $23.2M |
| Harbor Group, Inc. | 4.10% | Reduce -0.6% | 790,931 | $23.1M |
| Midwest Capital Advisors, LLC | 12.11% | Reduce -26.8% | 786,188 | $23.0M |
| Almanack Investment Partners, LLC. | 3.63% | Add +2464.7% | 779,973 | $22.8M |
| Persium Advisors, LLC | 18.76% | Add +6.3% | 775,638 | $22.7M |
| Keeler & Nadler Financial Planning & Wealth Management | 9.06% | Add +5.2% | 774,887 | $22.6M |
| Members Advisory Group LLC | 8.51% | Add +4.3% | 774,708 | $22.6M |
| Obsidian Cio, LLC | 3.28% | Reduce -2.0% | 774,000 | $22.6M |
| Sanctuary Advisors, LLC | 0.14% | Add +9.3% | 771,173 | $22.5M |
| Stratos Wealth Advisors, LLC | 1.18% | Reduce -0.3% | 766,658 | $22.4M |
| Mutual Advisors, LLC | 0.56% | Add +1.6% | 737,503 | $22.3M |
| SkyOak Wealth, LLC | 4.43% | Add +9.2% | 754,621 | $22.0M |
| RKL Wealth Management LLC | 1.93% | Reduce -5.9% | 751,291 | $21.9M |
| Meritage Portfolio Management | 1.39% | Add +778.6% | 750,774 | $21.9M |
| Financial Counselors Inc. | 30.69% | Reduce -62.9% | 742,682 | $21.7M |
| EP Wealth Advisors, LLC | 0.14% | Add +100.1% | 736,753 | $21.5M |
| Jones Financial Companies LLLP | 0.02% | Add +36.2% | 737,098 | $21.4M |
| WBH Advisory Inc. | 1.82% | Add +8.6% | 730,249 | $21.3M |
| Integrity Alliance, Llc. | 1.16% | Add +1.4% | 729,213 | $21.3M |
| Paradigm, Strategies in Wealth Management, LLC | 13.93% | Add +1.3% | 728,410 | $21.3M |
| Savant Capital, LLC | 0.15% | Reduce -1.7% | 724,647 | $21.2M |
| Unique Wealth, LLC | 3.40% | Reduce -9.3% | 721,720 | $21.1M |
| FRG Family Wealth Advisors LLC | 3.65% | Add +2.3% | 718,962 | $21.0M |
| Seek First Inc. | 16.58% | Add +5.1% | 700,734 | $20.5M |
| B & T Capital Management DBA Alpha Capital Management | 3.51% | Reduce -13.3% | 698,752 | $20.4M |
| Conning Inc. | 0.74% | No change | 696,517 | $20.3M |
| Prosperity Wealth Management, Inc. | 7.52% | Add +12.2% | 694,578 | $20.3M |
| Meriwether Wealth & Planning, LLC | 12.69% | Add +3.9% | 693,312 | $20.3M |
| US Bancorp \de | 0.03% | Reduce -6.8% | 691,028 | $20.2M |
| Fiduciary Alliance LLC | 1.51% | Add +50.6% | 690,128 | $20.2M |
| Souders Financial Advisors | 2.56% | Add +2.9% | 688,474 | $20.1M |
| TD Private Client Wealth LLC | 0.49% | Add +7.7% | 686,148 | $20.0M |
| Lowery Thomas, LLC | 12.77% | Reduce -1.7% | 682,694 | $19.9M |
| Invenio Wealth Partners LLC | 7.92% | Add +2.2% | 682,185 | $19.9M |
| Wealthcare Advisory Partners LLC | 0.45% | Add +12.6% | 677,934 | $19.8M |
| Cary Street Partners Financial LLC | 0.55% | Reduce -6.1% | 664,848 | $19.4M |
| Rovin Capital /Ut/ | 5.79% | Add +28.3% | 654,286 | $19.1M |
| William Mack & Associates, Inc. | 12.12% | Add +11.6% | 653,235 | $19.1M |
| Aspen Wealth Strategies, LLC | 11.40% | Reduce -0.3% | 647,044 | $18.9M |
| NewEdge Advisors, LLC | 0.10% | Add +37.5% | 645,962 | $18.9M |
| Dagco, Inc. | 5.26% | Add +10.4% | 645,078 | $18.8M |
| Paces Ferry Wealth Advisors, LLC | 8.66% | Add +9.1% | 645,005 | $18.8M |
| Allegheny Financial Group | 4.17% | Add +2.5% | 642,509 | $18.8M |
| Sunbelt Securities, Inc. | 1.65% | Add +1.9% | 671,209 | $18.7M |
| Retirement Guys Formula LLC | 7.08% | Add +674.4% | 638,555 | $18.7M |
| Global Strategic Investment Solutions, LLC | 1.98% | Add +1.3% | 634,555 | $18.5M |
| Atria Investments, Inc | 0.22% | Add +13.3% | 627,847 | $18.3M |
| Weinberger Asset Management, Inc | 7.07% | Add +1.2% | 626,941 | $18.3M |
| James J. Burns & Company, LLC | 2.98% | Reduce -2.2% | 625,828 | $18.3M |
| Systelligence, LLC | 3.38% | Add +1.7% | 625,096 | $18.3M |
| Strategic Planning Group, LLC | 2.96% | Add +4.9% | 624,143 | $18.2M |
| Bogart Wealth, LLC | 0.77% | Add +1.9% | 617,997 | $18.1M |
| Schwallier Wealth Management LLC | 10.95% | Add +22.1% | 613,213 | $17.9M |
| Pps&v Asset Management Consultants, Inc. | 11.22% | Add +6.3% | 609,057 | $17.8M |
| Ackerman Capital Advisors, LLC | 4.12% | Reduce -2.1% | 607,860 | $17.8M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +25.4% | 602,503 | $17.6M |
| Equitable Holdings, Inc. | 0.14% | Reduce -8.6% | 601,834 | $17.6M |
| LCNB Corp. | 6.13% | Add +17.1% | 596,433 | $17.4M |
| B&D White Capital Company, LLC | 2.62% | Reduce -63.6% | 588,337 | $17.2M |
| WealthShield Partners, LLC | 2.05% | Reduce -0.1% | 580,655 | $17.0M |
| Donaldson Capital Management, LLC | 0.62% | Add +19.1% | 577,225 | $16.9M |
| Skyline Advisors, Inc. | 6.11% | Add +1.1% | 566,492 | $16.5M |
| Allworth Financial LP | 0.08% | Reduce -0.0% | 559,784 | $16.4M |
| Citigroup Inc. | 0.01% | Add +21.8% | 555,261 | $16.2M |
| Leo Wealth, LLC | 1.26% | New | 553,870 | $16.2M |
| Sage Financial Group Inc. | 1.18% | Add +8.8% | 546,092 | $16.0M |
| Kaizen Financial Strategies | 7.97% | Add +1.3% | 534,786 | $15.6M |
| Curbstone Financial Management Corp | 3.16% | Reduce -1.1% | 526,903 | $15.4M |
| USAdvisors Wealth Management, LLC | 5.72% | Add +4.9% | 526,012 | $15.4M |
| Strategic Family Wealth Counselors, L.L.C. | 4.36% | Add +4.8% | 524,314 | $15.3M |
| Gill Capital Partners, LLC | 4.92% | Reduce -1.3% | 523,945 | $15.3M |
| Payne Capital Management, LLC | 5.88% | Reduce -0.4% | 522,486 | $15.3M |
| Certuity, LLC | 1.43% | Reduce -9.4% | 521,597 | $15.2M |
| Lido Advisors, LLC | 0.08% | Reduce -80.8% | 519,330 | $15.2M |
| One Capital Management, LLC | 0.53% | Reduce -25.9% | 518,991 | $15.2M |
| ProVise Management Group, LLC | 1.20% | Reduce -3.3% | 518,105 | $15.1M |
| Northeast Financial Group, Inc. | 4.79% | Add +11.8% | 517,010 | $15.1M |
| SeaCrest Wealth Management, LLC | 1.64% | Add +6.2% | 516,338 | $15.1M |
| Summit Financial, LLC | 0.34% | Add +70.2% | 508,661 | $14.9M |
| Verdence Capital Advisors LLC | 1.01% | Add +10.0% | 508,041 | $14.8M |
| Keystone Global Partners, LLC | 8.08% | Add +20.1% | 507,648 | $14.8M |
| Martel Wealth Advisors LLC | 2.73% | Reduce -1.0% | 503,305 | $14.7M |
| Friday Financial | 7.47% | Add +0.4% | 502,740 | $14.7M |
| Advisory Services Network, LLC | 0.24% | Add +31.4% | 485,749 | $14.7M |
| Dahring | Cusmano LLC | 11.35% | Add +3.7% | 498,917 | $14.6M |
| Lowe Brockenbrough & Co. Inc. | 0.82% | Reduce -7.3% | 497,507 | $14.5M |
| Kingsview Wealth Management, LLC | 0.25% | Add +7.2% | 496,204 | $14.5M |
| Whitaker-Myers Wealth Managers, LTD. | 3.64% | Add +26.1% | 494,318 | $14.4M |
| Harbour Investments, Inc. | 0.37% | Add +2.3% | 493,656 | $14.4M |
| Choreo, LLC | 0.20% | Add +201.1% | 491,814 | $14.4M |
| Clay Northam Wealth Management, LLC | 8.97% | Add +0.4% | 480,621 | $14.0M |
| Broadleaf Partners, LLC | 3.08% | Add +9.0% | 478,458 | $14.0M |
| Three Magnolias Financial Advisors, LLC | 9.72% | Add +22.4% | 478,121 | $14.0M |
| YHB Investment Advisors, Inc. | 1.08% | Reduce -3.6% | 478,119 | $14.0M |
| Code Waechter LLC | 9.92% | Add +30.0% | 477,224 | $13.9M |
| Team Financial Group, LLC | 6.77% | Add +9.5% | 471,394 | $13.8M |
| Berkshire Asset Management LLC | 0.62% | Reduce -0.2% | 469,935 | $13.7M |
| Simplicity Wealth,LLC | 0.57% | Add +1083.5% | 465,870 | $13.6M |
| GPM Growth Investors, Inc. | 5.39% | Add +0.5% | 465,025 | $13.6M |
| Guerra Advisors Inc | 6.39% | Add +17.2% | 462,928 | $13.5M |
| Elite Financial, Inc. | 6.61% | Add +0.2% | 446,208 | $13.4M |
| Oppenheimer & Co. Inc. | 0.18% | Add +18.0% | 457,616 | $13.4M |
| Smithbridge Asset Management Inc. | 2.33% | Add +6.8% | 456,460 | $13.3M |
| FinDec Wealth Services, Inc. | 13.86% | Reduce -7.2% | 453,667 | $13.3M |
| Vista Cima Wealth Management LLC | 12.38% | Add +2.4% | 453,421 | $13.2M |
| Revolve Wealth Partners, LLC | 1.72% | Reduce -7.9% | 450,756 | $13.2M |
| Kovack Advisors, Inc. | 1.28% | Reduce -5.3% | 448,510 | $13.1M |
| Flputnam Investment Management Co. | 0.22% | Add +246.2% | 443,719 | $13.0M |
| D.A. Davidson & Co. | 0.09% | Add +0.8% | 442,843 | $12.9M |
| Atria Wealth Solutions, Inc. | 0.29% | Reduce -51.5% | 441,275 | $12.9M |
| Christensen, King & Associates Investment Services, Inc. | 5.91% | Reduce -0.3% | 441,341 | $12.9M |
| Everhart Financial Group, Inc. | 1.49% | Reduce -1.3% | 440,034 | $12.9M |
| Prosperitas Financial LLC | 5.98% | Add +34.7% | 436,018 | $12.7M |
| Farther Finance Advisors, LLC | 0.25% | Add +11.2% | 428,616 | $12.5M |
| Patriot Financial Group Insurance Agency, LLC | 1.43% | Reduce -2.8% | 426,592 | $12.5M |
| Next Level Wealth Planning, LLC | 7.93% | Add +9.5% | 424,116 | $12.4M |
| Advisors Capital Management, LLC | 0.17% | Add +87.0% | 423,186 | $12.4M |
| Schaeffer Financial LLC | 12.02% | Add +41.3% | 421,355 | $12.3M |
| FMR LLC | 0.00% | Add +11.1% | 418,779 | $12.2M |
| Elevation Capital Advisory, LLC | 4.89% | New | 417,929 | $12.2M |
| Regimen Wealth, LLC | 3.74% | Reduce -22.1% | 412,394 | $12.0M |
| IHT Wealth Management, LLC | 0.33% | Add +29.1% | 412,349 | $12.0M |
| Alpha Zero LLC | 7.83% | Add +5.0% | 411,822 | $12.0M |
| Foundations Investment Advisors, LLC | 0.19% | Add +12.4% | 409,139 | $12.0M |
| Opes Wealth Management LLC | 2.12% | Add +5.3% | 408,818 | $11.9M |
| Councilor Wealth, LLC | 5.57% | Reduce -1.1% | 408,031 | $11.9M |
| Integrated Advisors Network LLC | 0.53% | Add +2.2% | 405,091 | $11.8M |
| IFS Advisors, LLC | 8.89% | New | 402,260 | $11.8M |
| Per Stirling Capital Management, LLC. | 1.53% | Reduce -0.1% | 401,217 | $11.7M |
| Leeward Financial Partners, LLC | 3.68% | Add +0.9% | 397,164 | $11.6M |
| Defined Financial Planning LLC | 10.25% | Add +13.7% | 391,704 | $11.5M |
| FSM Wealth Advisors, LLC | 1.87% | Add +15.8% | 394,811 | $11.5M |
| FAS Wealth Partners, Inc. | 0.85% | Reduce -0.2% | 393,347 | $11.5M |
| Heritage Wealth Management, Inc. | 8.64% | Add +13.8% | 390,296 | $11.4M |
| Clear Point Advisors Inc. | 9.49% | Reduce -1.8% | 385,585 | $11.3M |
| Independent Financial Group, LLC | 0.31% | Add +31.8% | 381,734 | $11.2M |
| Ring Mountain Capital, LLC | 6.79% | Add +3.4% | 374,789 | $11.1M |
| RFG Advisory, LLC | 0.26% | Reduce -7.4% | 379,914 | $11.1M |
| TriaGen Wealth Management LLC | 3.35% | Reduce -1.8% | 378,784 | $11.1M |
| Soundwatch Capital LLC | 1.88% | Add +74.0% | 37,624 | $11.0M |
| Asset Allocation Strategies LLC | 2.38% | Add +11.9% | 368,734 | $10.8M |
| J.W. Cole Advisors, Inc. | 0.23% | Add +16.9% | 367,653 | $10.7M |
| Redhawk Wealth Advisors, Inc. | 1.33% | Reduce -17.4% | 364,149 | $10.6M |
| Howard Bailey Securities, LLC | 3.19% | Add +3.3% | 353,974 | $10.3M |
| Peachtree Investment Partners, LLC | 3.92% | Reduce -18.5% | 351,910 | $10.3M |
| Womack Financial LLC | 8.54% | Add +2.4% | 350,899 | $10.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +2.8% | 350,744 | $10.2M |
| BLB&B Advisors, LLC | 0.47% | Reduce -6.5% | 345,340 | $10.1M |
| Fairway Financial, LLC | 8.48% | Reduce -0.0% | 343,176 | $10.0M |
| Mainsail Financial Group, LLC | 4.67% | Reduce -0.1% | 339,896 | $10.0M |
| Keyvantage Wealth, LLC | 4.49% | Reduce -1.6% | 342,826 | $10.0M |
| McCarthy Asset Management, Inc. | 6.74% | Reduce -5.4% | 339,849 | $9.9M |
| DHJJ Financial Advisors, Ltd. | 3.56% | Reduce -0.7% | 337,235 | $9.9M |
| Arbor Trust Wealth Advisors, LLC | 4.80% | Reduce -11.3% | 336,226 | $9.8M |
| AE Wealth Management LLC | 0.07% | Add +36.0% | 335,988 | $9.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -35.6% | 335,303 | $9.8M |
| Coldstream Capital Management Inc. | 0.16% | Reduce -4.6% | 334,271 | $9.8M |
| Accel Wealth Management | 3.21% | Add +1.1% | 329,500 | $9.6M |
| CreativeOne Wealth, LLC | 0.25% | Add +27.1% | 328,281 | $9.6M |
| Powers Advisory Group, LLC | 4.20% | Add +9.6% | 327,345 | $9.6M |
| Certior Financial Group, LLC | 7.31% | Add +8.2% | 326,121 | $9.5M |
| Cresset Asset Management, LLC | 0.05% | Reduce -2.6% | 325,956 | $9.5M |
| Chicago Partners Investment Group LLC | 0.27% | Add +7.5% | 317,729 | $9.5M |
| Apex Wealth Management, LLC | 7.61% | Reduce -28.3% | 324,839 | $9.5M |
| Ieq Capital, LLC | 0.06% | Reduce -7.3% | 324,212 | $9.5M |
| MBA Advisors LLC | 4.37% | Add +3.6% | 324,115 | $9.5M |
| EWG Elevate Inc. | 2.90% | Reduce -14.3% | 322,645 | $9.4M |
| Kickstand Ventures, Llc. | 2.20% | Add +69.7% | 322,359 | $9.4M |
| Certified Advisory Corp | 0.98% | Add +4.5% | 321,326 | $9.4M |
| Clark Wealth Partners | 6.33% | Add +6.0% | 321,086 | $9.4M |
| Bishop & Co Investment Management, LLC | 3.34% | Add +54.8% | 318,001 | $9.3M |
| Valeo Financial Advisors, LLC | 0.23% | Add +688.3% | 327,066 | $9.2M |
| Sage Financial Management Group, Inc. | 3.19% | Reduce -4.0% | 315,531 | $9.2M |
| Royal Fund Management, LLC | 0.97% | Add +0.5% | 312,194 | $9.1M |
| Apollon Wealth Management, LLC | 0.18% | Reduce -7.9% | 309,196 | $9.0M |
| MinichMacGregor Wealth Management, LLC | 1.92% | Reduce -56.4% | 307,618 | $9.0M |
| Affinity Capital Advisors, LLC | 1.53% | Reduce -2.7% | 304,835 | $8.9M |
| Courage Miller Partners, LLC | 2.82% | Add +5.0% | 304,022 | $8.9M |
| Noble Family Wealth, LLC | 2.16% | Reduce -7.7% | 302,617 | $8.8M |
| Brookstone Capital Management | 0.12% | Reduce -2.5% | 301,073 | $8.8M |
| Prostatis Group LLC | 2.51% | New | 300,028 | $8.8M |
| Total Wealth Planning, LLC | 1.11% | Add +0.5% | 299,859 | $8.8M |
| Independent Solutions Wealth Management, LLC | 1.70% | Add +1.8% | 298,095 | $8.7M |
| Bank of New York Mellon Corp | 0.00% | Add +5.3% | 297,139 | $8.7M |
| Warner Financial, Inc. | 3.55% | Add +1.7% | 294,260 | $8.6M |
| MSH Capital Advisors LLC | 2.46% | Add +10.0% | 291,723 | $8.5M |
| Howard Financial Services, LTD. | 1.11% | New | 289,897 | $8.5M |
| Wilkins Miller Wealth Management, LLC | 5.76% | Add +5.2% | 289,841 | $8.5M |
| Polianta Ltd | 3.63% | New | 288,500 | $8.4M |
| Cahill Financial Advisors Inc. | 1.03% | Add +7.4% | 284,961 | $8.3M |
| Maridea Wealth Management LLC | 2.16% | Add +2848.5% | 284,264 | $8.3M |
| VSM Wealth Advisory, LLC | 2.68% | Add +3873.4% | 332,453 | $8.1M |
| Capital Squared Financial LLC | 9.33% | — | 273,870 | $8.0M |
| First National Bank Sioux Falls | 2.93% | Add +3.2% | 272,990 | $8.0M |
| Cambridge Financial Group, LLC | 2.99% | Reduce -0.1% | 272,751 | $8.0M |
| CoreCap Advisors, LLC | 0.32% | Add +2.0% | 272,484 | $8.0M |
| DAVENPORT & Co LLC | 0.04% | Add +185.6% | 272,250 | $8.0M |
| Mayfair Advisory Group, LLC | 3.74% | Add +3.1% | 260,969 | $7.9M |
| U.S. Capital Wealth Advisors, LLC | 0.23% | Add +15.4% | 270,971 | $7.9M |
| Cooper Financial Group | 0.93% | Add +84.5% | 269,413 | $7.9M |
| Dynamic Advisor Solutions LLC | 0.24% | Reduce -25.4% | 268,831 | $7.9M |
| Benjamin Edwards Inc. | 0.10% | Add +7.1% | 268,635 | $7.8M |
| Valpey Financial Services, LLC | 5.35% | — | 264,923 | $7.7M |
| JMG Financial Group, Ltd. | 0.23% | Reduce -2.1% | 264,699 | $7.7M |
| MADDEN SECURITIES Corp | 2.63% | Reduce -1.4% | 263,704 | $7.7M |
| Integrated Investment Consultants, LLC | 1.51% | Reduce -3.0% | 263,300 | $7.7M |
| CW Advisors, LLC | 0.07% | Add +21.9% | 263,011 | $7.7M |
| Cape Investment Advisory, Inc. | 2.78% | Reduce -0.5% | 261,030 | $7.6M |
| Truepoint, Inc. | 0.19% | Add +192.3% | 259,017 | $7.6M |
| Calton & Associates, Inc. | 1.30% | Add +23.3% | 256,756 | $7.5M |
| Exencial Wealth Advisors, LLC | 0.26% | Add +12.7% | 256,495 | $7.5M |
| Cambridge Advisors Inc. | 1.55% | Reduce -0.4% | 253,670 | $7.4M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +0.8% | 252,645 | $7.4M |
| Mill Creek Capital Advisors, LLC | 0.16% | Add +96.2% | 251,880 | $7.4M |
| Snider Financial Group | 2.11% | Add +73.5% | 249,920 | $7.3M |
| Archford Capital Strategies, LLC | 0.93% | Reduce -0.0% | 248,317 | $7.3M |
| Financially Speaking Inc | 4.75% | Add +90103.3% | 247,157 | $7.2M |
| &partners | 0.06% | Add +48.4% | 243,686 | $7.2M |
| One Charles Private Wealth Services, LLC | 2.00% | New | 243,416 | $7.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3.96% | No change | 282,250 | $7.1M |
| Amara Financial, Llc. | 6.22% | Add +72.6% | 241,854 | $7.1M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -3.8% | 240,841 | $7.0M |
| Gleason Group, Inc. | 0.76% | Add +0.1% | 240,473 | $7.0M |
| Compass Financial Group, INC | 1.15% | Add +12.0% | 239,860 | $7.0M |
| Institute for Wealth Management, LLC. | 0.78% | Reduce -0.8% | 239,701 | $7.0M |
| Joseph P. Lucia & Associates, LLC | 2.86% | Add +0.3% | 239,349 | $7.0M |
| Claro Advisors Inc. | 1.12% | Reduce -30.1% | 231,828 | $6.8M |
| Newman Dignan & Sheerar, Inc. | 1.55% | Reduce -3.3% | 230,380 | $6.7M |
| IMA Advisory Services, Inc. | 0.71% | Add +1.4% | 227,848 | $6.7M |
| Freedom Investment Management, Inc. | 0.53% | Add +29.0% | 227,419 | $6.6M |
| Retirement Planning Group, LLC | 0.28% | Add +44.1% | 226,855 | $6.6M |
| Beacon Bridge Wealth Partners, LLC | 2.63% | Reduce -1.5% | 226,496 | $6.6M |
| Precision Wealth Strategies, LLC | 2.10% | Add +2.6% | 221,489 | $6.5M |
| Smith, Moore & Co. | 0.54% | Add +24.1% | 221,386 | $6.5M |
| Liberty Capital Management, Inc. | 1.30% | Add +4.5% | 220,638 | $6.4M |
| D.B. Root & Company, LLC | 1.90% | Reduce -8.9% | 219,830 | $6.4M |
| Betterment LLC | 0.01% | Add +2.1% | 218,182 | $6.4M |
| Clearstead Advisors, LLC | 0.09% | Reduce -1.9% | 217,542 | $6.4M |
| Creative Financial Designs Inc. | 0.45% | Add +6.2% | 214,833 | $6.3M |
| JFS Wealth Advisors, LLC | 0.40% | Reduce -0.4% | 214,541 | $6.3M |
| Macroview Investment Management LLC | 5.08% | Add +4.3% | 212,151 | $6.2M |
| AQR Capital Management | 0.01% | Add +63.4% | 211,808 | $6.2M |
| Spectrum Asset Management, Inc. (NB/CA) | 2.68% | Reduce -32.2% | 210,977 | $6.2M |
| Pinnacle Family Advisors, LLC | 2.98% | Add +20.2% | 210,016 | $6.1M |
| Grey Ledge Advisors, LLC | 1.48% | Reduce -8.1% | 207,794 | $6.1M |
| Csenge Advisory Group | 0.32% | Reduce -1.1% | 219,916 | $6.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.07% | Reduce -55.2% | 205,160 | $6.0M |
| FIDELIS iM, LLC | 2.66% | Add +1.8% | 204,985 | $6.0M |
| WealthPlan Investment Management, LLC | 0.43% | New | 203,981 | $6.0M |
| Nestegg Advisors, Inc. | 5.68% | Add +0.7% | 201,817 | $5.9M |
| Founders Financial Securities LLC | 0.45% | Reduce -1.1% | 201,724 | $5.9M |
| Ameritas Advisory Services, LLC | 0.30% | Reduce -11.8% | 200,178 | $5.8M |
| Arax Advisory Partners | 0.27% | Add +110.6% | 194,251 | $5.8M |
| Steele Capital Management, Inc. | 0.28% | Reduce -2.8% | 199,223 | $5.8M |
| Westbourne Investment Advisors, Inc. | 1.76% | Add +1.8% | 198,438 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +28.1% | 197,955 | $5.8M |
| Menora Mivtachim Holdings LTD. | 0.03% | Add +1.1% | 196,932 | $5.8M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -3.4% | 196,910 | $5.8M |
| Fifth Third Securities, Inc. | 0.43% | Add +16.2% | 196,701 | $5.7M |
| Avior Wealth Management, LLC | 0.20% | Add +27.1% | 196,514 | $5.7M |
| HC Advisors, LLC | 4.04% | Reduce -2.1% | 196,027 | $5.7M |
| Compass Advisory Group LLC | 1.80% | Add +1.8% | 195,254 | $5.7M |
| Fingerlakes Wealth Management, Inc. | 4.25% | Add +17.0% | 195,093 | $5.7M |
| Wealthspire Advisors, LLC | 0.03% | Add +3.2% | 193,696 | $5.7M |
| Guardian Financial Partners, LLC | 2.54% | Add +12.9% | 193,460 | $5.7M |
| Arkadios Wealth Advisors | 0.17% | Add +106.2% | 192,423 | $5.6M |
| Rwa Wealth Partners, LLC | 0.07% | Add +34.7% | 192,187 | $5.6M |
| CX Institutional | 0.19% | Add +2712.9% | 189,617 | $5.5M |
| Dakota Wealth Management | 0.11% | Reduce -9.3% | 186,833 | $5.5M |
| Money Concepts Capital Corp. | 0.36% | Add +55.5% | 184,773 | $5.4M |
| Thoroughbred Financial Services, LLC | 0.37% | Add +3.8% | 182,707 | $5.3M |
| Von Berge Wealth Management Group, LLC | 2.99% | Reduce -2.5% | 179,350 | $5.3M |
| Silverlake Wealth Management LLC | 1.56% | Add +11.1% | 182,000 | $5.3M |
| Long Island Wealth Management, Inc. | 2.74% | Reduce -3.9% | 180,704 | $5.3M |
| Global Retirement Partners, LLC | 0.13% | — | 178,318 | $5.2M |
| Diversify Wealth Management, LLC | 0.32% | Add +3.1% | 169,398 | $5.2M |
| Hengehold Capital Management LLC | 0.47% | Add +0.3% | 176,241 | $5.1M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +124.8% | 175,944 | $5.1M |
| Eagle Capital Management, LLC | 2.23% | Reduce -12.2% | 173,759 | $5.1M |
| Chesapeake Wealth Management | 1.69% | Reduce -0.8% | 172,989 | $5.1M |
| Orgel Wealth Management, LLC | 0.12% | Add +17.8% | 171,905 | $5.0M |
| Acorn Wealth Advisors, LLC | 1.86% | Add +98.3% | 171,358 | $5.0M |
| Wealthedge Investment Advisors, LLC | 2.08% | Reduce -2.3% | 170,568 | $5.0M |
| Cambridge Capital Management, LLC | 2.67% | Reduce -0.8% | 170,416 | $5.0M |
| Madden Advisory Services, Inc. | 2.12% | Add +5.0% | 169,906 | $5.0M |
| Keudell/Morrison Wealth Management | 1.10% | Add +2.2% | 169,894 | $5.0M |
| Kohmann Bosshard Financial Services, LLC | 0.55% | Add +1.8% | 169,889 | $5.0M |
| Regal Investment Advisors LLC | 0.37% | Add +17.7% | 167,913 | $4.9M |
| CVA Family Office, LLC | 0.68% | Add +8.9% | 166,666 | $4.9M |
| MRWM Advisors, LLC | 3.04% | Add +40.5% | 166,585 | $4.9M |
| RTD Financial Advisors, Inc. | 0.62% | Reduce -3.7% | 165,707 | $4.8M |
| Great Valley Advisor Group, Inc. | 0.11% | Reduce -2.3% | 164,714 | $4.8M |
| HCR Wealth Advisors | 0.57% | Reduce -0.7% | 164,631 | $4.8M |
| Corient Private Wealth LP | 0.01% | Reduce -30.7% | 164,538 | $4.8M |
| Boyd Wealth Management, LLC | 2.05% | Add +4.3% | 162,255 | $4.7M |
| Nabity-Jensen Investment Management Inc | 3.49% | Reduce -0.3% | 161,758 | $4.7M |
| Winthrop Capital Management, LLC | 1.19% | Reduce -2.5% | 161,338 | $4.7M |
| Synovus Financial Corp. | 0.06% | Add +10.3% | 161,263 | $4.7M |
| Harbor Asset Planning, Inc. | 4.48% | — | 160,643 | $4.7M |
| Panoramic Investment Advisors, LLC | 2.87% | Add +7.2% | 160,181 | $4.7M |
| Blair William & Co. | 0.01% | Reduce -22.4% | 158,902 | $4.6M |
| Kane Investment Management, Inc. | 2.43% | Reduce -21.2% | 158,711 | $4.6M |
| Wesbanco Bank Inc. | 0.14% | New | 156,753 | $4.6M |
| Arcadia Investment Advisors LLC | 2.36% | Reduce -0.1% | 155,596 | $4.5M |
| Bigelow Investment Advisors, LLC | 2.00% | Add +0.3% | 155,584 | $4.5M |
| Milestone Asset Management Group, LLC | 3.36% | Add +5.0% | 155,468 | $4.5M |
| Brown Wealth Management, LLC | 1.40% | Add +42.7% | 154,277 | $4.5M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -2.0% | 154,253 | $4.5M |
| Perissos Private Wealth Management, LLC | 3.56% | Reduce -0.2% | 154,054 | $4.5M |
| WPG Advisers, LLC | 3.77% | Add +58.5% | 152,992 | $4.5M |
| Magnus Financial Group LLC | 0.39% | Add +17.4% | 152,926 | $4.5M |
| Quantinno Capital Management LP | 0.02% | Add +121.2% | 152,778 | $4.5M |
| L2 Asset Management, LLC | 0.72% | Add +173.2% | 151,459 | $4.4M |
| Centaurus Financial, Inc. | 0.26% | Add +24.4% | 150,534 | $4.4M |
| Parsonex Advisory Services, Inc. | 3.66% | — | 150,468 | $4.4M |
| HBW Advisory Services LLC | 0.54% | Add +132.1% | 150,269 | $4.4M |
| Consolidated Portfolio Review Corp | 0.60% | Add +3.5% | 149,006 | $4.4M |
| Bank of Montreal | 0.00% | Add +2.9% | 147,208 | $4.3M |
| Blue Barn Wealth, LLC | 2.02% | Reduce -1.2% | 146,468 | $4.3M |
| Arlington Trust Co LLC | 0.83% | No change | 145,800 | $4.3M |
| OneAscent Financial Services LLC | 0.30% | Add +219.8% | 145,412 | $4.2M |
| Fermata Advisors, LLC | 1.12% | Add +35.2% | 143,254 | $4.2M |
| Pacific Wealth Strategies Group, Inc. | 2.75% | Reduce -65.1% | 138,299 | $4.2M |
| Fagan Associates, Inc. | 0.64% | Add +0.3% | 142,543 | $4.2M |
| Embree Financial Group | 0.63% | Reduce -2.5% | 142,533 | $4.2M |
| Trek Financial, LLC | 0.28% | Reduce -10.6% | 142,516 | $4.2M |
| Wealthspire Retirement, LLC | 0.27% | Reduce -10.4% | 141,649 | $4.1M |
| Gladstone Institutional Advisory LLC | 0.17% | Add +1.9% | 141,552 | $4.1M |
| Baring Financial LLC | 3.05% | Add +4.2% | 139,700 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Add +36.3% | 138,655 | $4.1M |
| Fsa Wealth Partners, Inc. | 1.94% | Reduce -0.4% | 137,529 | $4.0M |
| Composition Wealth, LLC | 0.07% | Reduce -3.9% | 137,395 | $4.0M |
| Smith Anglin Financial, LLC | 0.36% | Reduce -18.5% | 136,869 | $4.0M |
| Barden Capital Management, Inc. | 3.50% | Reduce -2.2% | 136,794 | $4.0M |
| Diversified Trust Co. | 0.09% | Add +0.6% | 136,432 | $4.0M |
| Burns Matteson Capital Management, LLC | 1.92% | Add +3.7% | 136,395 | $4.0M |
| Pallas Capital Advisors LLC | 0.15% | Reduce -6.9% | 135,972 | $4.0M |
| Flagship Wealth Advisors, LLC | 1.49% | Reduce -23.0% | 135,338 | $4.0M |
| Guerra Pan Advisors, LLC | 2.60% | Add +7.4% | 135,058 | $3.9M |
| Pathstone Holdings, LLC | 0.02% | Add +118.2% | 135,014 | $3.9M |
| Linscomb Wealth, Inc. | 0.18% | Reduce -4.9% | 134,766 | $3.9M |
| Asset Dedication, LLC | 0.29% | Add +0.1% | 134,549 | $3.9M |
| Advisory Alpha, LLC | 0.12% | Reduce -0.8% | 133,152 | $3.9M |
| Leavell Investment Management, Inc. | 0.17% | Reduce -0.1% | 133,012 | $3.9M |
| American Trust | 0.37% | New | 132,969 | $3.9M |
| FSC Wealth Advisors, LLC | 2.44% | Add +0.2% | 132,585 | $3.9M |
| Dana Investment Advisors, Inc. | 0.13% | Add +0.2% | 132,201 | $3.9M |
| Quotient Wealth Partners, LLC | 0.11% | Reduce -10.6% | 130,447 | $3.8M |
| AllGen Financial Advisors, Inc. | 1.02% | Reduce -74.0% | 129,888 | $3.8M |
| Cassaday & Co Wealth Management LLC | 0.09% | Add +4.0% | 128,673 | $3.8M |
| Brandywine Oak Private Wealth LLC | 0.35% | Add +0.6% | 128,257 | $3.7M |
| Athena Investment Management | 2.09% | Add +0.1% | 128,147 | $3.7M |
| BridgePort Financial Solutions, LLC | 1.24% | Add +319.8% | 127,672 | $3.7M |
| GenWealth Group, Inc. | 0.75% | Add +8.1% | 127,376 | $3.7M |
| KPP Advisory Services LLC | 0.61% | Add +0.9% | 127,373 | $3.7M |
| RFG - Bristol Wealth Advisors, LLC | 1.14% | Add +4.2% | 126,235 | $3.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -7.3% | 125,023 | $3.7M |
| Northwest Capital Management Inc | 1.97% | Reduce -29.2% | 124,680 | $3.6M |
| Murphy & Mullick Capital Management Corp | 2.95% | Add +5.0% | 120,185 | $3.6M |
| Silver Oak Securities, Incorporated | 0.30% | Reduce -27.5% | 123,997 | $3.6M |
| Diversified Enterprises, LLC | 0.27% | Reduce -4.1% | 122,524 | $3.6M |
| Aire Advisors, LLC | 0.69% | Add +13.3% | 122,059 | $3.6M |
| KMG Fiduciary Partners, LLC | 0.26% | Add +11.2% | 121,583 | $3.6M |
| Nwam LLC | 0.20% | Add +52.6% | 116,385 | $3.5M |
| Northern Trust Corp. | 0.00% | Reduce -4.8% | 117,213 | $3.4M |
| Joseph Group Capital Management | 1.14% | Add +0.1% | 116,482 | $3.4M |
| Curi Capital, LLC | 0.06% | Add +11.3% | 116,325 | $3.4M |
| Broadview Financial Management, LLC | 2.31% | Reduce -0.5% | 116,184 | $3.4M |
| Independent Advisor Alliance | 0.10% | Reduce -4.6% | 116,155 | $3.4M |
| Christopher J. Hasenberg, Inc | 1.26% | Reduce -51.4% | 116,008 | $3.4M |
| Latko Wealth Management, Ltd. | 1.89% | Add +10.0% | 115,083 | $3.4M |
| D. E. Shaw & Co. | 0.00% | Add +137.9% | 114,668 | $3.3M |
| Bensler, LLC | 0.37% | Reduce -11.7% | 113,955 | $3.3M |
| LifePlan Investment Advisors, Inc. | 1.65% | Reduce -1.0% | 113,664 | $3.3M |
| Heirloom Wealth Management | 0.88% | Add +2.3% | 113,543 | $3.3M |
| Texas Yale Capital Corp. | 0.11% | Reduce -14.2% | 112,534 | $3.3M |
| Tempus Wealth Planning, LLC | 0.81% | Add +5.3% | 111,628 | $3.3M |
| Wealthgarden F.S. LLC | 2.68% | Add +19.9% | 106,836 | $3.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +36.2% | 110,030 | $3.2M |
| Brand Asset Management Group, Inc. | 1.20% | Add +5.9% | 109,942 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.4% | 109,610 | $3.2M |
| FC Advisory LLC | 0.99% | Add +25.9% | 109,516 | $3.2M |
| Hershey Financial Advisers, LLC | 2.86% | — | 109,426 | $3.2M |
| Signaturefd, LLC | 0.05% | Reduce -0.1% | 108,906 | $3.2M |
| Staley Capital Advisers Inc. | 0.13% | No change | 129,510 | $3.2M |
| Nalls Sherbakoff Group, LLC | 2.30% | Add +0.2% | 108,324 | $3.2M |
| Parkside Financial Bank & Trust | 0.34% | Add +39.3% | 107,976 | $3.2M |
| Avestar Capital, LLC | 0.23% | Reduce -33.0% | 107,939 | $3.2M |
| Foster Victor Wealth Advisors, LLC | 0.21% | Reduce -8.0% | 106,054 | $3.1M |
| Wealthfront Advisers LLC | 0.01% | Add +6.7% | 106,850 | $3.1M |
| Bawa N Mallick Trust | 1.29% | No change | 106,520 | $3.1M |
| Condor Capital Management | 0.27% | Reduce -0.1% | 106,484 | $3.1M |
| Millennium Capital Advisors, LLC | 2.07% | Reduce -0.0% | 106,305 | $3.1M |
| Ciovacco Capital Management LLC | 1.68% | Reduce -78.9% | 105,847 | $3.1M |
| Larson Financial Group LLC | 0.12% | Add +11.5% | 105,121 | $3.1M |
| Oxinas Partners, LLC | 1.57% | Reduce -2.3% | 104,728 | $3.1M |
| Bfsg, LLC | 0.34% | Add +0.8% | 104,211 | $3.0M |
| Optima Capital LLC | 1.64% | Add +1055.8% | 104,185 | $3.0M |
| Game Plan Financial Advisors, LLC | 1.33% | Reduce -52.9% | 123,983 | $3.0M |
| Revisor Wealth Management LLC | 1.08% | Add +16.1% | 101,925 | $3.0M |
| Alliance Wealth Management Group | 0.76% | No change | 102,232 | $3.0M |
| Towercrest Capital Management | 0.53% | No change | 102,232 | $3.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +339.2% | 101,595 | $3.0M |
| Santori & Peters, Inc. | 1.06% | Add +1.9% | 100,287 | $2.9M |
| Townsend Asset Management Corp. /NC/ | 1.05% | Reduce -6.8% | 99,516 | $2.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.40% | Add +2.2% | 99,013 | $2.9M |
| Avant Capital LLC | 2.23% | Reduce -1.3% | 98,381 | $2.9M |
| Summit Financial Wealth Advisors, LLC | 0.51% | Add +2.5% | 97,800 | $2.9M |
| Nikulski Financial, Inc. | 0.78% | Add +2.2% | 97,240 | $2.8M |
| Clearview Wealth Advisors LLC | 1.95% | Add +1.6% | 96,044 | $2.8M |
| J Hagan Capital, Inc. | 1.86% | Reduce -38.5% | 92,327 | $2.8M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.0% | 93,759 | $2.7M |
| Birchbrook, Inc. | 1.47% | Reduce -7.0% | 93,606 | $2.7M |
| Crux Wealth Advisors | 1.16% | Add +0.6% | 92,975 | $2.7M |
| Acas, LLC | 1.81% | Reduce -0.9% | 87,999 | $2.7M |
| Pacific Capital Wealth Advisors, Inc. | 0.49% | New | 92,201 | $2.7M |
| Scott Capital Advisors, LLC | 0.71% | Add +0.1% | 88,986 | $2.6M |
| LexAurum Advisors, LLC | 0.41% | Add +60.0% | 88,486 | $2.6M |
| Schmidt P J Investment Management Inc. | 0.45% | Add +11.4% | 88,111 | $2.6M |
| Westbourne Investments, Inc. | 1.36% | Add +3.0% | 87,094 | $2.5M |
| Barnes Wealth Management Group, Inc | 1.50% | Add +1.4% | 87,079 | $2.5M |
| Becker Capital Management Inc. | 0.08% | Reduce -3.3% | 86,971 | $2.5M |
| Sightline Wealth Advisors, LLC | 1.22% | Add +3.1% | 86,737 | $2.5M |
| Tidal Investments LLC | 0.02% | New | 86,500 | $2.5M |
| Highland Financial Advisors, LLC | 0.81% | Reduce -36.0% | 86,312 | $2.5M |
| Sage Mountain Advisors LLC | 0.16% | No change | 86,044 | $2.5M |
| Lodestar Private Asset Management LLC | 0.29% | Add +10.3% | 85,906 | $2.5M |
| Diversify Advisory Services, LLC | 0.10% | Reduce -0.4% | 81,441 | $2.5M |
| United Advisor Group, LLC | 0.43% | Add +156.6% | 85,267 | $2.5M |
| Smithfield Trust Co | 0.12% | New | 85,253 | $2.5M |
| True Vision MN LLC | 1.37% | Reduce -3.6% | 85,081 | $2.5M |
| Capital CS Group, LLC | 4.07% | Add +18.3% | 84,961 | $2.5M |
| Werba Rubin Papier Wealth Management | 0.47% | Reduce -0.8% | 84,760 | $2.5M |
| Financial Advocates Investment Management | 0.20% | Reduce -25.0% | 82,810 | $2.5M |
| Snowden Capital Advisors LLC | 0.07% | Add +3.5% | 83,359 | $2.4M |
| Prospera Financial Services Inc | 0.05% | Add +58.9% | 83,244 | $2.4M |
| Jane Street Group, LLC | 0.00% | New | 82,711 | $2.4M |
| StoneX Group Inc. | 0.12% | Add +17.4% | 82,208 | $2.4M |
| JT Stratford LLC | 0.36% | Add +11.0% | 81,888 | $2.4M |
| Hurley Capital, LLC | 1.67% | Reduce -0.1% | 81,609 | $2.4M |
| TFR Capital, LLC. | 0.86% | Add +4.1% | 81,352 | $2.4M |
| Old Port Advisors | 0.65% | Reduce -4.2% | 81,301 | $2.4M |
| McKinley Carter Wealth Services, Inc. | 0.13% | Add +264.7% | 81,211 | $2.4M |
| Aventus Investment Advisors, Inc. | 2.13% | — | 81,006 | $2.4M |
| New Hampshire Trust | 0.49% | Add +32.6% | 79,988 | $2.3M |
| Allen Capital Group, LLC | 0.24% | Add +7.1% | 79,933 | $2.3M |
| Plancorp, LLC | 0.08% | Add +0.0% | 79,868 | $2.3M |
| Waterloo Capital, L.P. | 0.19% | Reduce -12.4% | 79,244 | $2.3M |
| Secure Asset Management, LLC | 0.43% | Add +738.3% | 78,758 | $2.3M |
| Fortress Private Ledger, LLC | 1.03% | Add +5.1% | 77,844 | $2.3M |
| Petra Financial Advisors Inc. | 1.44% | Add +63.9% | 77,620 | $2.3M |
| Apriem Advisors | 0.24% | Add +1.7% | 77,470 | $2.3M |
| Madison Wealth Partners, Inc | 0.49% | Reduce -12.3% | 76,113 | $2.2M |
| Strategic Advisors LLC | 0.44% | Reduce -1.3% | 76,078 | $2.2M |
| Robinson Smith Wealth Advisors LLC | 1.77% | Reduce -5.7% | 75,913 | $2.2M |
| Strategic Advocates LLC | 0.65% | Reduce -0.9% | 75,509 | $2.2M |
| HBK Sorce Advisory LLC | 0.06% | Reduce -6.0% | 75,231 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -16.3% | 75,152 | $2.2M |
| Midwest Financial Group LLC | 1.15% | Add +2.8% | 75,056 | $2.2M |
| Cooper/Haims Advisors, LLC | 1.07% | Reduce -0.3% | 74,665 | $2.2M |
| Duncker Streett & Co. Inc. | 0.40% | Add +0.0% | 74,558 | $2.2M |
| Montis Financial, LLC | 0.60% | Reduce -1.8% | 74,268 | $2.2M |
| Reston Wealth Management LLC | 0.76% | Add +6.9% | 74,174 | $2.2M |
| Aspen Grove Capital, LLC | 0.37% | Add +0.0% | 74,139 | $2.2M |
| Old National Bancorp | 0.04% | Reduce -4.1% | 73,948 | $2.2M |
| Appleton Partners Inc. | 0.15% | Reduce -1.4% | 73,831 | $2.2M |
| Columbus Macro, LLC | 0.26% | Add +10.5% | 73,358 | $2.1M |
| Bristlecone Advisors, LLC | 0.18% | Add +0.0% | 73,300 | $2.1M |
| Valley Forge Investment Consultants Inc. Adv | 0.69% | Reduce -1.1% | 73,276 | $2.1M |
| Moors & Cabot, Inc. | 0.10% | New | 73,191 | $2.1M |
| Quadcap Wealth Management, LLC | 0.27% | Add +11.0% | 73,188 | $2.1M |
| R. W. Roge & Company, Inc. | 1.21% | Reduce -5.1% | 72,980 | $2.1M |
| GeoWealth Management, LLC | 0.08% | Add +22.8% | 72,782 | $2.1M |
| Tenret Co LLC | 1.16% | No change | 72,543 | $2.1M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Reduce -86.0% | 72,086 | $2.1M |
| Beaumont Financial Advisors, LLC | 0.15% | Reduce -0.2% | 71,980 | $2.1M |
| Milestone Asset Management, LLC | 0.44% | Reduce -48.2% | 71,923 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.13% | Reduce -5.5% | 71,901 | $2.1M |
| Net Worth Advisory Group | 0.46% | New | 71,270 | $2.1M |
| McCarthy & Cox | 0.54% | Add +555.9% | 70,855 | $2.1M |
| Blue Bell Private Wealth Management, LLC | 0.34% | Reduce -0.2% | 70,608 | $2.1M |
| Capital Investment Advisory Services, LLC | 0.17% | Reduce -3.7% | 70,142 | $2.0M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.78% | Reduce -5.4% | 68,325 | $2.0M |
| Michels Family Financial, LLC | 1.72% | Add +2.8% | 68,925 | $2.0M |
| BLVD Private Wealth, LLC | 1.88% | — | 68,415 | $2.0M |
| Chesley Taft & Associates LLC | 0.09% | Reduce -1.7% | 68,203 | $2.0M |
| Signet Investment Advisory Group, Inc. | 1.02% | Reduce -1.8% | 68,020 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.08% | Reduce -3.8% | 67,820 | $2.0M |
| Wedmont Private Capital | 0.08% | Add +0.6% | 66,773 | $2.0M |
| Crescent Sterling, Ltd. | 2.17% | Add +1.1% | 66,539 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Reduce -4.6% | 65,276 | $1.9M |
| Westmount Partners, LLC | 0.52% | Add +220.9% | 64,653 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.8% | 64,633 | $1.9M |
| Montag & Caldwell, LLC | 0.41% | No change | 64,024 | $1.9M |
| Tactive Advisors, LLC | 0.60% | — | 63,902 | $1.9M |
| Indie Asset Partners, LLC | 3.39% | Reduce -10.4% | 63,824 | $1.9M |
| James Investment Research, Inc. | 0.22% | Add +8.3% | 63,761 | $1.9M |
| John W. Brooker & Co., CPAs | 4.36% | Reduce -78.2% | 63,222 | $1.9M |
| Stewardship Advisors, LLC | 0.47% | Add +7.3% | 63,545 | $1.9M |
| GW Henssler & Associates Ltd. | 0.10% | Reduce -14.7% | 63,389 | $1.9M |
| Park Place Capital Corp | 0.42% | Reduce -15.8% | 63,981 | $1.9M |
| Spire Wealth Management | 0.07% | Add +12.0% | 63,284 | $1.8M |
| Prestige Wealth Management Group LLC | 0.38% | Reduce -4.6% | 63,219 | $1.8M |
| GWN Securities Inc. | 0.34% | Add +16.9% | 62,772 | $1.8M |
| Capital Investment Advisors, LLC | 0.03% | Add +26.0% | 62,704 | $1.8M |
| Custos Family Office, LLC | 0.57% | Add +0.1% | 61,635 | $1.8M |
| New England Private Wealth Advisors LLC | 0.26% | Reduce -2.7% | 59,532 | $1.8M |
| Sachetta, LLC | 0.71% | Reduce -1.9% | 61,246 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +32.6% | 60,928 | $1.8M |
| IFG Advisory, LLC | 0.09% | Add +35.9% | 60,589 | $1.8M |
| Rinkey Investments | 0.53% | Add +451.0% | 60,311 | $1.8M |
| Atlas Wealth Partners, LLC | 2.03% | Add +1.9% | 60,067 | $1.8M |
| AlphaCore Capital LLC | 0.07% | Add +60.6% | 59,889 | $1.7M |
| Ancora Advisors LLC | 0.04% | Add +7.5% | 59,772 | $1.7M |
| Sprinkle Financial Consultants LLC | 1.06% | Reduce -49.9% | 59,487 | $1.7M |
| Pine Valley Investments Ltd Liability Co | 0.10% | Reduce -0.0% | 59,396 | $1.7M |
| Comprehensive Financial Planning, Inc. | 1.35% | Add +0.1% | 58,808 | $1.7M |
| BCS Wealth Management | 0.37% | Add +41.2% | 58,704 | $1.7M |
| Comerica Bank | 0.01% | Add +8.0% | 58,665 | $1.7M |
| MidAtlantic Capital Management, Inc. | 1.21% | Add +12.2% | 58,567 | $1.7M |
| Great Waters Wealth Management | 0.22% | Reduce -4.5% | 58,533 | $1.7M |
| Medallion Wealth Advisors, LLC | 0.66% | Reduce -2.8% | 58,847 | $1.7M |
| Financial Consulate, Inc. | 0.34% | Add +0.1% | 58,221 | $1.7M |
| N.E.W. Advisory Services LLC | 0.16% | Reduce -87.5% | 58,177 | $1.7M |
| Bailard, Inc. | 0.04% | Reduce -8.3% | 57,812 | $1.7M |
| Investors Research Corp | 0.33% | Add +8.6% | 57,743 | $1.7M |
| Brookwood Investment Group LLC | 0.27% | Reduce -11.0% | 57,265 | $1.7M |
| Stevens Capital Partners | 0.60% | New | 55,349 | $1.7M |
| Yelin Lapidot Holdings Management Ltd. | 0.30% | No change | 57,120 | $1.7M |
| Retirement Income Solutions, Inc. | 0.30% | Reduce -2.1% | 56,200 | $1.6M |
| Brown Advisory Inc. | 0.00% | Add +6.8% | 56,105 | $1.6M |
| Carnegie Investment Counsel | 0.03% | Add +241.1% | 54,818 | $1.6M |
| Herold Advisors, Inc. | 0.33% | Reduce -20.2% | 54,391 | $1.6M |
| Keystone Financial Group | 0.14% | Reduce -13.1% | 54,387 | $1.6M |
| Capital Advisors Wealth Management, LLC | 0.25% | Add +6.4% | 54,387 | $1.6M |
| Simon Quick Advisors, LLC | 0.08% | Reduce -0.7% | 54,336 | $1.6M |
| Boyum Wealth Architects LLC | 1.16% | New | 53,918 | $1.6M |
| JFG Wealth Management, LLC | 0.33% | Add +3.7% | 53,381 | $1.6M |
| Segment Wealth Management, LLC | 0.10% | Reduce -0.3% | 53,031 | $1.5M |
| True North Advisors, LLC | 0.29% | Reduce -5.3% | 52,689 | $1.5M |
| SageView Advisory Group, LLC | 0.06% | Add +1.6% | 50,581 | $1.5M |
| Ami Investment Management Inc. | 0.40% | Reduce -1.8% | 52,444 | $1.5M |
| First County Bank | 0.82% | Add +29.2% | 52,369 | $1.5M |
| SouthState Bank Corp | 0.07% | Reduce -9.3% | 52,301 | $1.5M |
| Oxford Financial Group, LTD. LLC | 0.09% | Add +0.0% | 51,731 | $1.5M |
| Tiaa Trust, National Association | 0.00% | Reduce -1.6% | 51,726 | $1.5M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Add +8.2% | 51,143 | $1.5M |
| Prospect Financial Services LLC | 0.93% | Add +360.9% | 51,022 | $1.5M |
| Arthur M. Cohen & Associates, LLC | 0.26% | No change | 50,648 | $1.5M |
| K2 Financial Inc. | 1.30% | Add +0.1% | 50,012 | $1.5M |
| Arista Wealth Management, LLC | 0.20% | Add +484.7% | 50,412 | $1.5M |
| Kiley Juergens Wealth Management, LLC | 0.34% | Add +29.6% | 49,804 | $1.5M |
| Sculati Wealth Management, LLC | 0.55% | Reduce -25.2% | 49,801 | $1.5M |
| Security National Bank of So Dak | 0.79% | No change | 49,668 | $1.5M |
| Integrity Financial Corp | 0.74% | Add +47.6% | 49,648 | $1.5M |
| Modus Advisors, LLC | 0.43% | Reduce -0.3% | 49,489 | $1.4M |
| Optivise Advisory Services LLC | 0.74% | Add +1.3% | 49,472 | $1.4M |
| Avity Investment Management Inc. | 0.11% | Reduce -0.5% | 49,257 | $1.4M |
| Cloud Capital Management, LLC | 0.89% | Add +101.9% | 47,638 | $1.4M |
| Ascentis Independent Advisors | 0.26% | Add +4.7% | 48,966 | $1.4M |
| Capital Analysts, LLC | 0.05% | Reduce -0.2% | 48,872 | $1.4M |
| Whitener Capital Management, Inc. | 0.37% | Add +16.4% | 48,433 | $1.4M |
| Advyzon Investment Management, LLC | 0.31% | Add +510.5% | 48,428 | $1.4M |
| Keel Point, LLC | 0.09% | Add +0.0% | 48,421 | $1.4M |
| JBR Co Financial Management Inc | 0.70% | Reduce -16.8% | 48,310 | $1.4M |
| Fort Sheridan Advisors LLC | 0.20% | Add +38.1% | 48,184 | $1.4M |
| WCG Wealth Advisors LLC | 0.09% | Add +11.2% | 47,701 | $1.4M |
| Freestate Advisors LLC | 1.24% | New | 47,647 | $1.4M |
| Millington Financial Advisors, LLC | 0.70% | Reduce -22.7% | 46,485 | $1.4M |
| Destination Wealth Management | 0.04% | Reduce -3.7% | 47,452 | $1.4M |
| Kathmere Capital Management, LLC | 0.11% | Add +5.6% | 47,191 | $1.4M |
| Adams Asset Advisors, LLC | 0.19% | New | 46,573 | $1.4M |
| Paradigm Capital Management, LLC | 1.36% | Add +2.8% | 46,344 | $1.4M |
| Axxcess Wealth Management, LLC | 0.03% | Add +110.6% | 46,224 | $1.4M |
| Strategic Financial Concepts, LLC | 0.19% | Add +79.0% | 46,077 | $1.3M |
| Accredited Investors Inc. | 0.08% | Add +0.0% | 45,706 | $1.3M |
| Alpha Omega Wealth Management LLC | 0.24% | Add +62.4% | 45,265 | $1.3M |
| Fisher Asset Management | 0.00% | Add +22.7% | 44,493 | $1.3M |
| HMV Wealth Advisors, LLC | 0.85% | Reduce -35.0% | 44,255 | $1.3M |
| SevenBridge Financial Group, LLC | 0.23% | Add +12.8% | 41,898 | $1.3M |
| Aprio Wealth Management, LLC | 0.14% | Add +16.2% | 43,827 | $1.3M |
| Two West Capital Advisors LLC | 0.84% | Add +7.7% | 42,305 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +121.0% | 43,615 | $1.3M |
| Forefront Wealth Partners, LLC | 0.87% | Add +66.1% | 45,540 | $1.3M |
| TrueWealth Advisors, LLC | 0.38% | Reduce -1.1% | 43,376 | $1.3M |
| Guardian Asset Advisors, LLC | 0.72% | Reduce -1.5% | 43,128 | $1.3M |
| Fusion Capital, LLC | 0.43% | Add +0.0% | 42,992 | $1.3M |
| Beacon Financial Advisory LLC | 0.32% | Reduce -14.1% | 42,778 | $1.2M |
| OneAscent Family Office, LLC | 1.18% | Add +13.7% | 42,710 | $1.2M |
| Redwood Financial Network Corp | 0.84% | Add +1.2% | 42,414 | $1.2M |
| VestGen Advisors, LLC | 0.05% | No change | 42,408 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Reduce -7.1% | 42,330 | $1.2M |
| Blue Sky Capital Consultants Group, Inc. | 0.63% | Add +0.7% | 42,112 | $1.2M |
| Clear Creek Financial Management, LLC | 0.12% | Add +349.5% | 41,701 | $1.2M |
| Marotta Asset Management | 0.24% | Add +248.1% | 41,557 | $1.2M |
| Gilbert & Cook, Inc. | 0.16% | No change | 41,534 | $1.2M |
| Insight Wealth Partners, LLC | 0.67% | Reduce -1.4% | 41,208 | $1.2M |
| RDA Financial Network | 0.32% | Add +18.7% | 40,964 | $1.2M |
| LongView Wealth Management | 0.36% | Reduce -77.6% | 40,788 | $1.2M |
| Apella Capital, LLC | 0.03% | Add +0.7% | 40,800 | $1.2M |
| SIMA Wealth Partners, LLC | 0.96% | Reduce 0.0% | 40,666 | $1.2M |
| Woodmont Investment Counsel LLC | 0.08% | Add +3.8% | 40,291 | $1.2M |
| Cornerstone Wealth Group, LLC | 0.09% | Add +3.1% | 40,212 | $1.2M |
| Strategic Investment Solutions, Inc. | 0.34% | Reduce -1.5% | 38,725 | $1.1M |
| KCM Investment Advisors LLC | 0.04% | Add +22.3% | 38,270 | $1.1M |
| Asset Management Group, Inc. | 0.19% | Add +0.1% | 38,239 | $1.1M |
| Capital Square, LLC | 0.60% | Reduce -12.1% | 38,056 | $1.1M |
| Stonebrook Private Inc. | 0.26% | Add +21.1% | 38,095 | $1.1M |
| Pennsylvania Capital Management Inc. | 0.35% | Add +1.4% | 37,618 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Add +0.8% | 36,219 | $1.1M |
| Colorado Capital Management, Inc. | 0.47% | Add +14.6% | 37,218 | $1.1M |
| Sunburst Financial Group, LLC | 0.24% | Reduce -0.1% | 37,196 | $1.1M |
| Evercore Wealth Management, LLC | 0.02% | No change | 37,120 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.1% | 37,049 | $1.1M |
| Verus Capital Partners, LLC | 0.10% | Add +68.0% | 36,964 | $1.1M |
| Cozad Asset Management Inc. | 0.09% | No change | 36,785 | $1.1M |
| Clearwater Capital Advisors, LLC | 0.10% | Reduce -4.7% | 36,655 | $1.1M |
| Blackhawk Capital Partners, LLC | 0.49% | Reduce -29.8% | 36,514 | $1.1M |
| Stark Wealth Management LLC | 1.52% | Add +31.9% | 37,163 | $1.1M |
| Hoese & Co LLP | 0.85% | Reduce -9.1% | 36,276 | $1.1M |
| DecisionMap Wealth Management, LLC | 0.72% | Reduce -1.3% | 36,130 | $1.1M |
| Pinnacle Financial Partners Inc | 0.02% | Add +51.1% | 35,902 | $1.0M |
| AdvisorNet Financial, Inc | 0.07% | Reduce -13.5% | 35,707 | $1.0M |
| Wealthspan Partners, LLC | 0.43% | Add +136.8% | 35,611 | $1.0M |
| Binnacle Investments Inc | 0.67% | Add +0.3% | 35,472 | $1.0M |
| Islay Capital Management, LLC | 0.67% | Add +0.4% | 35,289 | $1.0M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.37% | No change | 35,036 | $1.0M |
| Headinvest, LLC | 0.22% | Reduce -1.0% | 34,844 | $1.0M |
| Kelleher Financial Advisors | 0.35% | No change | 34,720 | $1.0M |
| Summit Trail Advisors, LLC | 0.02% | New | 34,627 | $1.0M |
| Sowell Financial Services LLC | 0.04% | Reduce -0.0% | 34,587 | $1.0M |
| Quadrant Private Wealth Management, LLC | 0.21% | Reduce -1.8% | 34,410 | $1.0M |
| NWF Advisory Services Inc. | 0.12% | Add +4.0% | 34,397 | $1.0M |
| Beam Wealth Advisors, Inc. | 0.30% | Add +16.9% | 34,306 | $1.0M |
| Financial Life Advisors | 0.34% | Reduce -0.0% | 33,843 | $989K |
| Cornerstone Enterprises, LLC | 0.53% | Reduce -84.6% | 33,706 | $985K |
| Roffman Miller Associates Inc. | 0.06% | Reduce -0.8% | 33,646 | $983K |
| Cynosure Group, LLC | 0.11% | Reduce -0.7% | 33,626 | $982K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +0.3% | 33,353 | $974K |
| Relyea Zuckerberg Hanson LLC | 0.11% | Add +0.1% | 33,116 | $967K |
| Paragon Private Wealth Management, LLC | 0.38% | Add +20.6% | 33,073 | $966K |
| Fulcrum Equity Management | 0.98% | Add +32.4% | 32,820 | $959K |
| NorthRock Partners, LLC | 0.03% | Reduce -18.9% | 32,793 | $958K |
| ARK & TLK Investments, LLC | 0.31% | No change | 32,697 | $955K |
| Mission Wealth Management, LP | 0.02% | Add +13.1% | 32,648 | $954K |
| First Pacific Financial | 0.14% | Reduce -19.6% | 32,643 | $953K |
| UMB Bank, n.a. | 0.01% | Reduce -3.0% | 32,607 | $952K |
| Planning Center, Inc. | 0.11% | Reduce -7.5% | 32,540 | $950K |
| OneAscent Wealth Management LLC | 0.35% | Add +36.6% | 32,183 | $940K |
| Elser Financial Planning, Inc | 1.17% | Add +51.6% | 32,112 | $938K |
| Sovereign Financial Group, Inc. | 0.19% | Add +1.8% | 31,866 | $931K |
| CGN Advisors LLC | 0.08% | Add +7.9% | 31,311 | $915K |
| Hancock Whitney Corp. | 0.02% | New | 31,108 | $909K |
| Essex LLC | 0.18% | Reduce -4.5% | 31,079 | $908K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 31,040 | $907K |
| Lantern Wealth Advisors, LLC | 0.54% | — | 30,982 | $905K |
| Fortitude Advisory Group L.L.C. | 0.52% | Add +1.8% | 30,973 | $905K |
| ORG Partners LLC | 0.20% | Reduce -18.7% | 31,271 | $904K |
| Resolute Wealth Advisor, Inc. | 0.51% | — | 30,919 | $901K |
| Missouri Trust & Investment Co | 0.29% | No change | 30,664 | $896K |
| Columbia Advisory Partners LLC | 0.67% | Reduce -49.3% | 30,449 | $889K |
| Burt Wealth Advisors | 0.20% | Reduce -2.1% | 30,250 | $884K |
| Wealth Architects, LLC | 0.09% | No change | 29,927 | $874K |
| Bulwark Capital Corp | 0.74% | — | 29,908 | $874K |
| Vantage Financial Partners, LLC | 0.20% | No change | 29,904 | $873K |
| Castle Wealth Management LLC | 0.32% | No change | 29,899 | $873K |
| Smart Portfolios, LLC | 0.88% | Add +0.5% | 29,730 | $868K |
| Total Clarity Wealth Management, Inc. | 0.25% | New | 29,421 | $859K |
| Quartz Partners, LLC | 0.39% | Add +25.0% | 29,404 | $859K |
| Bellevue Asset Management, LLC | 0.42% | Add +0.9% | 29,347 | $857K |
| GTS Securities LLC | 0.04% | New | 29,261 | $855K |
| Aurora Private Wealth, Inc. | 0.63% | Reduce -1.3% | 29,235 | $854K |
| Ascent Group, LLC | 0.03% | New | 29,229 | $854K |
| Stephens Inc. | 0.01% | Add +6.8% | 29,133 | $851K |
| Clarity Capital Advisors, LLC | 0.49% | Add +0.0% | 29,015 | $848K |
| Ogorek Anthony Joseph /NY/ | 0.26% | Reduce -0.4% | 28,985 | $846K |
| Everett Harris & Co. | 0.01% | No change | 28,938 | $845K |
| OMC Financial Services LTD | 0.34% | Reduce -0.2% | 28,788 | $841K |
| Watershed Private Wealth LLC | 0.30% | Reduce -0.8% | 28,489 | $832K |
| Element Wealth, LLC | 0.38% | No change | 28,316 | $827K |
| NorthStar Asset Management LLC | 0.43% | Add +0.1% | 28,067 | $820K |
| TCI Wealth Advisors, Inc. | 0.06% | No change | 28,008 | $818K |
| Clear Investment Research, LLC | 1.03% | Reduce -1.5% | 27,991 | $818K |
| Hilltop Wealth Advisors, LLC | 0.46% | Reduce -3.7% | 27,916 | $815K |
| Maia Wealth LLC | 0.15% | Reduce -6.9% | 27,435 | $801K |
| Independent Wealth Network Inc. | 0.29% | Add +1.9% | 27,389 | $800K |
| Capital Advisors Inc. | 0.01% | Add +8.4% | 27,296 | $797K |
| Global Endowment Management, LP | 0.11% | New | 27,260 | $796K |
| Goldstein Advisors, LLC | 0.11% | Reduce -0.7% | 27,219 | $795K |
| Compass Capital Corp. /Ma/ | 0.37% | Reduce -11.9% | 26,025 | $793K |
| SpringVest Wealth Management LLC | 0.64% | Reduce -8.1% | 27,121 | $792K |
| Altfest L J & Co. Inc. | 0.09% | Reduce -2.5% | 27,007 | $789K |
| Juncture Wealth Strategies, LLC | 0.28% | New | 26,926 | $787K |
| Associated Banc-Corp | 0.02% | Add +3.2% | 26,899 | $786K |
| International Assets Investment Management, LLC | 0.06% | Add +31.6% | 26,875 | $785K |
| Summit Financial Strategies, Inc. | 0.07% | Reduce -7.7% | 26,848 | $784K |
| Legacy Edge Advisors, LLC | 0.10% | Add +46.7% | 26,656 | $779K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +7.6% | 26,600 | $777K |
| NBT Bank, N.A. | 0.05% | Reduce -1.2% | 26,515 | $775K |
| Dumont & Blake Investment Advisors LLC | 0.20% | Add +4.1% | 26,467 | $773K |
| Genesee Capital Advisors, LLC | 0.35% | Add +0.1% | 26,405 | $771K |
| Ergawealth Advisors, Inc. | 0.35% | Add +61.9% | 26,380 | $771K |
| WMG Financial Advisors, LLC | 0.29% | Add +10.2% | 26,379 | $771K |
| Members Trust Co | 0.03% | No change | 26,336 | $769K |
| HRT Financial LP | 0.00% | Reduce -84.0% | 26,154 | $763K |
| Jentner Corp | 0.20% | Reduce -2.9% | 26,098 | $762K |
| Turning Point Benefit Group, Inc. | 0.58% | Add +21.5% | 26,073 | $762K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 26,012 | $760K |
| Pinnacle Associates Ltd. | 0.01% | Add +87.9% | 26,011 | $760K |
| Costello Asset Management, INC | 0.28% | Add +1.9% | 25,681 | $750K |
| TFB Advisors LLC | 0.20% | Add +4.0% | 25,674 | $750K |
| FSA Advisors, Inc. | 0.61% | Reduce -49.7% | 25,635 | $749K |
| Prudent Investors Network, Inc. | 0.20% | No change | 25,604 | $748K |
| Ruggaard & Associates LLC | 0.30% | Add +0.6% | 25,435 | $743K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 25,272 | $738K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -4.5% | 25,213 | $736K |
| Retirement Planning Group, LLC / NY | 0.64% | Add +4.0% | 25,062 | $732K |
| Crescent Grove Advisors, LLC | 0.07% | Add +0.1% | 24,969 | $729K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -9.8% | 24,883 | $727K |
| One Wealth Management Investment & Advisory Services, LLC | 0.93% | Add +0.8% | 24,817 | $725K |
| Legend Financial Advisors, Inc. | 0.48% | Reduce -2.7% | 24,564 | $718K |
| Lederer & Associates Investment Counsel | 0.47% | Reduce -1.0% | 24,524 | $716K |
| WealthPLAN Partners, LLC | 0.11% | Reduce -0.9% | 24,437 | $714K |
| Commerce Bank | 0.00% | Reduce -44.3% | 24,363 | $712K |
| LifeSteps Financial, Inc. | 0.49% | Reduce -7.1% | 24,322 | $710K |
| Hidden Cove Wealth Management, LLC | 0.51% | Add +5.8% | 24,293 | $710K |
| GC Wealth Management RIA, LLC | 0.06% | Add +26.7% | 24,189 | $707K |
| Aspire Capital Advisors LLC | 0.19% | Reduce -58.2% | 24,111 | $704K |
| GS Investments, Inc. | 0.31% | Reduce -18.7% | 24,061 | $703K |
| Private Wealth Asset Management, LLC | 0.09% | Add +2.5% | 23,917 | $699K |
| AMG National Trust Bank | 0.02% | Add +80.8% | 23,686 | $692K |
| Windsor Advisory Group, LLC | 0.98% | Reduce -19.1% | 23,644 | $691K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Reduce -13.6% | 23,487 | $686K |
| Insight Advisors, LLC/ PA | 0.11% | Reduce -29.2% | 23,449 | $685K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -3.6% | 23,449 | $685K |
| Townsquare Capital LLC | 0.07% | Reduce -91.4% | 23,289 | $680K |
| Resolute Advisors LLC | 0.17% | Add +0.1% | 23,201 | $678K |
| Peterson Wealth Advisors, LLC | 0.11% | Reduce -0.6% | 23,092 | $675K |
| Annex Advisory Services, LLC | 0.02% | Reduce -2.9% | 22,896 | $669K |
| Wisconsin Wealth Advisors, LLC | 0.77% | New | 22,799 | $666K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +1.9% | 22,714 | $663K |
| Vermillion Wealth Management, Inc. | 0.32% | Add +11.1% | 22,661 | $662K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +138.6% | 22,660 | $662K |
| Continuum Advisory, LLC | 0.08% | Add +35.8% | 22,602 | $660K |
| Safeguard Investment Advisory Group, LLC | 0.16% | New | 22,590 | $660K |
| SYM FINANCIAL Corp | 0.07% | No change | 22,556 | $659K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +10.2% | 22,494 | $657K |
| L. Roy Papp & Associates, LLP | 0.08% | Reduce -2.3% | 22,421 | $655K |
| Summit Wealth Group LLC / Co. | 0.16% | — | 22,366 | $653K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -1.3% | 22,344 | $653K |
| Lakeridge Wealth Management LLC | 0.30% | Reduce -6.7% | 22,303 | $651K |
| SOL Capital Management CO | 0.06% | Add +0.6% | 22,170 | $648K |
| Hazlett, Burt & Watson, Inc. | 0.26% | Add +2.9% | 22,133 | $646K |
| Financial Sense Advisors, Inc. | 0.16% | Add +13.0% | 22,108 | $646K |
| RBA Wealth Management, LLC | 0.24% | Add +2.8% | 22,105 | $646K |
| Ritholtz Wealth Management | 0.01% | Add +3.5% | 22,063 | $644K |
| MBE Wealth Management, LLC | 0.28% | Add +6.0% | 21,946 | $641K |
| Capital Insight Partners, LLC | 0.11% | Reduce -1.1% | 21,929 | $641K |
| First Western Trust Bank | 0.03% | No change | 21,924 | $640K |
| Fortis Advisors, LLC | 0.41% | Add +15.5% | 21,906 | $640K |
| Soltis Investment Advisors LLC | 0.05% | Reduce -0.6% | 21,897 | $640K |
| Hoey Investments, Inc. | 0.10% | Add +0.1% | 21,888 | $639K |
| Greenwood Gearhart LLC | 0.04% | Add +5.2% | 21,810 | $637K |
| Mitchell Sinkler & Starr | 0.30% | Add +1.1% | 21,727 | $635K |
| New Insight Wealth Advisors | 0.26% | No change | 21,727 | $635K |
| Colton Groome Financial Advisors, LLC | 0.21% | Reduce -3.9% | 21,571 | $630K |
| Resurgent Financial Advisors LLC | 0.35% | Reduce -27.9% | 21,520 | $629K |
| Alpha Financial Advisors, LLC | 0.24% | Add +17.7% | 21,515 | $628K |
| Evergreen Capital Management LLC | 0.02% | Add +26.6% | 21,468 | $627K |
| Oarsman Capital, Inc. | 0.10% | Add +0.8% | 21,462 | $627K |
| Front Row Advisors LLC | 0.22% | Add +4.5% | 21,405 | $625K |
| Traynor Capital Management, Inc. | 0.04% | Add +37.7% | 21,568 | $624K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 21,304 | $622K |
| Twelve Points Wealth Management LLC | 0.17% | Add +2.9% | 21,291 | $622K |
| Pinion Investment Advisors, LLC | 0.21% | Reduce -47.0% | 21,211 | $620K |
| SeaBridge Investment Advisors LLC | 0.12% | Add +0.1% | 21,176 | $619K |
| SRH Advisors, LLC | 0.19% | No change | 21,160 | $618K |
| Headlands Technologies LLC | 0.07% | Add +50.1% | 21,129 | $617K |
| Sunpointe, LLC | 0.24% | New | 21,028 | $614K |
| Owen LaRue, LLC | 0.26% | Add +3.7% | 20,905 | $611K |
| First Heartland Consultants, Inc. | 0.05% | Add +5.9% | 20,850 | $609K |
| Good Life Advisors, LLC | 0.04% | Add +1.9% | 20,746 | $606K |
| Advisor OS, LLC | 0.06% | Add +3.0% | 20,687 | $604K |
| SVB Wealth LLC | 0.03% | New | 20,309 | $593K |
| Hilltop Holdings Inc. | 0.04% | Add +3.3% | 20,251 | $592K |
| Boyce & Associates Wealth Consulting, Inc. | 0.54% | Add +3.9% | 20,249 | $591K |
| Patten & Patten Inc. | 0.04% | Add +4.2% | 20,210 | $590K |
| Root Financial Partners, LLC | 0.06% | New | 19,963 | $583K |
| Valicenti Advisory Services Inc. | 0.14% | Reduce -2.0% | 19,818 | $579K |
| Vanguard Capital Wealth Advisors | 0.57% | Reduce -25.7% | 19,794 | $578K |
| Scotia Capital Inc. | 0.00% | No change | 19,782 | $578K |
| Bond & Devick Financial Network, Inc. | 0.19% | No change | 19,720 | $576K |
| Silver Oak Wealth Advisors Services, LLC | 0.41% | No change | 19,694 | $575K |
| Smith Chas P & Associates Pa Cpas | 0.03% | No change | 19,624 | $573K |
| Smartleaf Asset Management LLC | 0.05% | Reduce -19.5% | 19,644 | $570K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.1% | 19,406 | $567K |
| Accurate Wealth Management, LLC | 0.09% | Add +26.4% | 19,255 | $567K |
| Lutz Financial Services LLC | 0.04% | Reduce -31.3% | 19,334 | $565K |
| Parallel Advisors, LLC | 0.01% | Reduce -39.1% | 19,258 | $563K |
| Evanson Asset Management, LLC | 0.03% | Reduce -5.5% | 19,148 | $559K |
| WealthCare Investment Partners, LLC | 0.20% | Add +0.2% | 19,003 | $559K |
| Wealth Advisory Team LLC | 0.52% | — | 19,126 | $559K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +93.4% | 19,045 | $556K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -2.5% | 19,001 | $555K |
| Brighton Jones LLC | 0.01% | Add +51.0% | 18,956 | $554K |
| Moneco Advisors, LLC | 0.05% | Reduce -3.0% | 18,881 | $552K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -3.5% | 18,864 | $551K |
| Princeton Global Asset Management LLC | 0.10% | Add +0.0% | 18,742 | $547K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -1.7% | 18,727 | $547K |
| Synergy Financial Group, LTD | 0.40% | Reduce -12.7% | 18,715 | $547K |
| Focused Wealth Management, Inc | 0.07% | Reduce -0.1% | 18,625 | $544K |
| Private Trust Co. NA | 0.05% | Reduce -39.1% | 18,355 | $536K |
| Victory Financial Group, LLC | 0.08% | New | 18,284 | $534K |
| Aspen Investment Management Inc | 0.22% | Add +0.1% | 18,226 | $532K |
| Citizens Financial Group Inc. | 0.01% | Add +0.0% | 18,195 | $531K |
| Blue Trust, Inc. | 0.01% | Add +277.6% | 17,982 | $525K |
| Hohimer Wealth Management, LLC | 0.09% | No change | 17,936 | $524K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Add +0.0% | 17,795 | $520K |
| D'Orazio & Associates, Inc. | 0.07% | New | 17,777 | $519K |
| Klingman & Associates, LLC | 0.03% | Reduce -1.0% | 17,767 | $519K |
| XY Planning Network, Inc. | 0.18% | Add +2.6% | 17,762 | $519K |
| ZynergyRetirementPlanningLLC | 0.35% | Reduce -24.8% | 17,664 | $516K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -11.0% | 17,638 | $515K |
| Jamison Private Wealth Management, Inc. | 0.07% | Add +52.2% | 17,636 | $515K |
| IVC Wealth Advisors LLC | 0.25% | Reduce -5.3% | 17,569 | $513K |
| Annandale Capital, LLC | 0.09% | Add +0.1% | 17,473 | $510K |
| Cabot Wealth Management Inc. | 0.06% | Reduce -0.0% | 17,458 | $510K |
| Core Wealth Partners LLC | 0.26% | Add +0.0% | 17,360 | $507K |
| Tiller Private Wealth, Inc. | 0.19% | Reduce -15.5% | 17,315 | $506K |
| Moneywise, Inc. | 0.24% | Add +0.0% | 17,168 | $501K |
| Everstar Asset Management, LLC | 0.31% | Reduce -5.5% | 17,139 | $501K |
| Zhang Financial LLC | 0.02% | Add +6.6% | 17,104 | $500K |
| Granite Bay Wealth Management, LLC | 0.16% | Reduce -16.4% | 17,100 | $499K |
| BIP Wealth, LLC | 0.03% | Reduce -18.7% | 17,027 | $497K |
| Phil A. Younker & Associates, Ltd. | 0.49% | No change | 16,984 | $496K |
| Pathway Financial Advisors LLC | 0.07% | Add +0.1% | 16,872 | $493K |
| Global Assets Advisory, LLC | 0.19% | Reduce -66.7% | 17,024 | $492K |
| North Star Asset Management Inc. | 0.02% | Reduce -5.8% | 16,835 | $492K |
| D L Carlson Investment Group Inc. | 0.09% | Add +13.2% | 16,735 | $489K |
| HUB Investment Partners, LLC | 0.02% | Reduce -30.3% | 16,705 | $488K |
| Geometric Wealth Advisors | 0.07% | No change | 16,688 | $487K |
| Tranquility Partners, LLC | 0.17% | Reduce -0.9% | 16,505 | $482K |
| First Horizon Advisors, Inc. | 0.01% | Add +145.8% | 16,418 | $480K |
| American Financial Advisors, LLC | 0.07% | Reduce -0.8% | 16,402 | $479K |
| My Legacy Advisors, LLC | 0.17% | Add +33.6% | 16,174 | $476K |
| Ehrlich Financial Group | 0.31% | Add +2.3% | 16,268 | $475K |
| Aspiriant, LLC | 0.01% | Reduce -0.0% | 16,172 | $472K |
| Fairman Group, LLC | 0.39% | Add +0.1% | 16,156 | $472K |
| G2 Capital Management, LLC / Oh | 0.13% | No change | 16,092 | $470K |
| Moran Wealth Management, LLC | 0.01% | New | 16,079 | $470K |
| Smith Salley Wealth Management | 0.03% | No change | 16,076 | $470K |
| Lantz Financial LLC | 0.12% | No change | 16,052 | $469K |
| Obermeyer Wealth Partners | 0.02% | No change | 16,040 | $469K |
| CVFG LLC | 0.37% | No change | 16,032 | $468K |
| Gotham Asset Management | 0.00% | New | 16,000 | $467K |
| Retireful, LLC | 0.32% | New | 15,982 | $467K |
| Glassman Wealth Services | 0.07% | No change | 15,980 | $467K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +3.6% | 15,976 | $467K |
| Sharkey, Howes & Javer | 0.06% | No change | 15,792 | $461K |
| Fearless Solutions, LLC dba Best Invest | 0.32% | Add +0.1% | 15,498 | $453K |
| Barlow Wealth Partners, LLC | 0.05% | No change | 15,544 | $453K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | New | 15,407 | $450K |
| Waterfront Wealth Inc. | 0.10% | Add +5.7% | 15,253 | $446K |
| Red Mountain Financial, LLC | 0.49% | New | 15,224 | $445K |
| Arkos Global Advisors | 0.06% | No change | 15,200 | $444K |
| PUREfi Wealth, LLC | 0.35% | New | 15,200 | $444K |
| Praetorian Wealth Management, Inc. | 0.10% | Add +42.6% | 15,180 | $443K |
| White Lighthouse Investment Management Inc. | 0.07% | Add +3.4% | 15,179 | $443K |
| Vise Technologies, Inc. | 0.02% | — | 15,156 | $443K |
| Ipsen Advisor Group LLC | 0.34% | Add +0.1% | 15,152 | $443K |
| Sentinel Pension Advisors, LLC | 0.07% | Reduce -75.2% | 15,138 | $442K |
| Lynx Investment Advisory | 0.29% | Reduce -3.1% | 15,136 | $442K |
| Trexquant Investment LP | 0.01% | New | 15,105 | $441K |
| Founders Grove Wealth Partners, LLC | 0.11% | New | 15,095 | $441K |
| Prosperity Consulting Group, LLC | 0.03% | Add +0.1% | 15,080 | $440K |
| Triangle Securities Wealth Management | 0.11% | New | 15,064 | $440K |
| Hamilton Capital, LLC | 0.02% | No change | 15,060 | $440K |
| Ironwood Financial, llc | 0.09% | No change | 17,527 | $439K |
| Richmond Investment Services, LLC | 0.09% | New | 14,981 | $438K |
| Beacon Harbor Wealth Advisors, Inc. | 0.11% | New | 14,980 | $438K |
| Roundview Capital LLC | 0.03% | Reduce -21.9% | 14,964 | $437K |
| Affiance Financial, LLC | 0.09% | No change | 14,876 | $435K |
| West Branch Capital LLC | 0.13% | Reduce -30.4% | 14,849 | $434K |
| Manske Wealth Management | 0.14% | No change | 14,800 | $432K |
| Beacon Financial Group | 0.04% | Add +0.0% | 14,778 | $432K |
| Freestone Capital Holdings, LLC | 0.01% | Add +33.8% | 14,723 | $430K |
| Hutchens & Kramer Investment Management Group, LLC | 0.20% | Add +1.1% | 14,775 | $427K |
| Delta Asset Management LLC | 0.04% | No change | 14,602 | $427K |
| Stokes Family Office, LLC | 0.04% | No change | 14,569 | $426K |
| Brickley Wealth Management | 0.08% | Add +8.0% | 14,477 | $423K |
| CPC Advisors, LLC | 0.05% | Add +0.5% | 14,406 | $421K |
| SMART Wealth LLC | 0.13% | Add +1.4% | 14,331 | $419K |
| Castleview Partners, LLC | 0.27% | New | 14,309 | $418K |
| Forum Financial Management, LP | 0.01% | Add +3.2% | 14,284 | $417K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -26.4% | 14,216 | $415K |
| Florida Trust Wealth Management Co | 0.01% | No change | 14,216 | $415K |
| Hall Capital Management Co. Inc. | 0.18% | Reduce -14.3% | 14,206 | $415K |
| RHS Financial, LLC | 0.23% | Reduce -67.0% | 14,102 | $412K |
| Vectors Research Management, LLC | 0.14% | No change | 14,100 | $412K |
| Courier Capital LLC | 0.03% | No change | 14,100 | $412K |
| TPG Advisors LLC | 0.30% | No change | 14,075 | $411K |
| Ahl Investment Management, Inc. | 0.27% | No change | 14,040 | $410K |
| Access Financial Services, Inc. | 0.15% | Reduce -3.8% | 13,936 | $407K |
| Yoffe Investment Management, LLC | 0.55% | No change | 13,824 | $404K |
| Basepoint Wealth LLC | 0.31% | Reduce -6.3% | 13,752 | $402K |
| Pursue Wealth Partners LLC | 0.23% | No change | 13,720 | $401K |
| Asio Capital, LLC | 0.07% | No change | 13,716 | $401K |
| Baker Tilly Wealth Management, LLC | 0.14% | Add +0.1% | 13,679 | $400K |
| Sax Wealth Advisors, LLC | 0.02% | New | 13,664 | $399K |
| Wedbush Securities Inc. | 0.01% | Add +61.0% | 13,650 | $399K |
| Finer Wealth Management, Inc. | 0.21% | Reduce -8.3% | 13,622 | $398K |
| National Wealth Management Group, LLC | 0.22% | Add +0.3% | 13,280 | $388K |
| SOA Wealth Advisors, LLC. | 0.07% | Reduce -3.8% | 13,262 | $387K |
| Patrick M Sweeney & Associates, Inc. | 0.26% | Reduce -3.4% | 13,068 | $384K |
| B.O.S.S. Retirement Advisors, LLC | 0.10% | Reduce -16.2% | 13,089 | $382K |
| Wealth Effects LLC | 0.14% | Reduce -8.0% | 13,088 | $382K |
| Wulff, Hansen & Co. | 0.33% | New | 13,040 | $381K |
| Seneschal Advisors, LLC | 0.30% | New | 13,013 | $380K |
| Zacks Investment Management | 0.00% | Reduce -50.6% | 12,928 | $378K |
| Gradient Investments LLC | 0.01% | Add +56.7% | 12,920 | $377K |
| Florida Financial Advisors, LLC | 0.09% | Add +8.2% | 12,879 | $376K |
| Accelerate Investment Advisors LLC | 0.28% | Reduce -0.7% | 12,834 | $375K |
| Grey Fox Wealth Advisors, LLC | 0.09% | Add +0.1% | 12,740 | $372K |
| LGT Financial Advisors LLC | 0.94% | Add +3.9% | 12,729 | $372K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | New | 12,655 | $370K |
| Coordinated Financial Services, Inc. | 0.26% | — | 12,622 | $369K |
| MJT & Associates Financial Advisory Group, Inc. | 0.46% | Reduce -0.6% | 12,621 | $369K |
| Waterford Advisors, LLC | 0.14% | Reduce -20.6% | 9,987 | $367K |
| LaFleur & Godfrey LLC | 0.05% | Reduce -7.6% | 12,578 | $367K |
| Clark Asset Management, LLC | 0.05% | Reduce -14.4% | 12,524 | $366K |
| Omega Financial Group, LLC | 0.13% | Reduce -2.1% | 12,513 | $366K |
| Hudock, Inc. | 0.06% | Add +0.0% | 12,508 | $365K |
| KFA Private Wealth Group, LLC | 0.11% | Add +0.0% | 12,479 | $365K |
| New Century Financial Group, LLC | 0.43% | Reduce -61.6% | 12,473 | $364K |
| First National Trust Co | 0.01% | Reduce -11.1% | 12,434 | $363K |
| Firestone Capital Management | 0.08% | New | 12,345 | $361K |
| Godsey & Gibb, Inc. | 0.03% | Add +8.6% | 12,285 | $359K |
| Keybank National Association | 0.00% | Reduce -5.8% | 12,256 | $358K |
| Marshall Investment Management, LLC | 1.70% | Reduce -11.3% | 12,237 | $357K |
| Coastwise Capital Group, LLC | 0.28% | Reduce -0.3% | 12,163 | $355K |
| Teamwork Financial Advisors, LLC | 0.04% | Add +22.1% | 12,101 | $353K |
| Axis Wealth Partners, LLC | 0.23% | Add +0.4% | 12,086 | $353K |
| American Financial & Tax Strategies Inc. | 0.18% | No change | 12,080 | $353K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -2.3% | 12,077 | $353K |
| Hantz Financial Services, Inc. | 0.01% | New | 12,065 | $352K |
| Paladin Advisory Group, LLC | 0.27% | Add +1.0% | 12,000 | $351K |
| Ted Buchan & Co | 0.14% | No change | 11,976 | $350K |
| NWK Group, Inc. | 0.12% | Reduce -39.4% | 11,904 | $348K |
| Econ Financial Services Corp | 0.18% | Reduce -86.6% | 11,741 | $343K |
| Scott Marsh Financial, LLC | 0.13% | — | 11,715 | $342K |
| Lanark Financial, Inc. | 0.03% | Add +3.7% | 11,672 | $340K |
| City Center Advisors, LLC | 0.36% | New | 11,597 | $339K |
| Red Door Wealth Management, LLC | 0.04% | Reduce -1.7% | 11,586 | $338K |
| Diversified Investment Strategies, LLC | 0.23% | Reduce -11.1% | 11,576 | $338K |
| Pinnacle Bancorp, Inc. | 0.10% | Add +0.3% | 11,568 | $338K |
| Seascape Capital Management | 0.11% | Add +0.1% | 11,544 | $337K |
| Uptown Financial Advisors LLC | 0.31% | No change | 11,476 | $335K |
| Burney Co./ | 0.01% | No change | 11,468 | $335K |
| Winthrop Advisory Group LLC | 0.03% | New | 11,445 | $334K |
| RPS Advisory Solutions LLC | 0.18% | Reduce -40.1% | 11,444 | $334K |
| Mission Creek Capital Partners, Inc. | 0.07% | No change | 13,652 | $334K |
| Insigneo Advisory Services, LLC | 0.03% | Add +5.9% | 11,347 | $331K |
| Worth Asset Management, LLC | 0.16% | Add +6.8% | 11,308 | $330K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -3.1% | 11,285 | $330K |
| Victrix Investment Advisors | 0.15% | Reduce -15.6% | 11,282 | $330K |
| Oldfather Financial Services, LLC | 0.11% | Add +0.6% | 11,231 | $328K |
| Mason & Associates Inc | 0.08% | Add +0.2% | 11,213 | $328K |
| Trust Co. of Toledo NA | 0.04% | New | 11,200 | $327K |
| American Money Management, LLC | 0.06% | Add +0.1% | 11,194 | $327K |
| Rolek Wealth Management LLC | 0.28% | No change | 11,171 | $326K |
| Flagship Private Wealth, LLC | 0.14% | No change | 11,061 | $323K |
| ETF Store, Inc. | 0.37% | Add +0.4% | 11,038 | $322K |
| Ascension Capital Advisors, Inc. | 0.13% | Add +3.6% | 10,903 | $318K |
| GoalVest Advisory LLC | 0.08% | No change | 10,896 | $318K |
| Adamsbrown Wealth Consultants LLC | 0.09% | Add +0.1% | 10,834 | $316K |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.3% | 10,801 | $315K |
| Earned Wealth Advisors, LLC | 0.06% | Reduce -1.4% | 10,788 | $315K |
| Uptick Partners, LLC | 0.09% | Add +10.3% | 10,754 | $314K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -14.3% | 10,748 | $314K |
| Capital Investment Counsel, LLC | 0.05% | Add +0.1% | 10,745 | $314K |
| Columbia Bank | 0.10% | No change | 10,740 | $313K |
| Debussy Capital Management LP | 0.05% | New | 10,689 | $312K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 10,688 | $312K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 10,675 | $312K |
| Strategic Equity Management | 0.11% | No change | 10,623 | $310K |
| McDonald Partners LLC | 0.07% | No change | 10,600 | $310K |
| Private Management Group Inc. | 0.01% | No change | 10,588 | $309K |
| Seneca House Advisors | 0.13% | Reduce -2.7% | 10,551 | $308K |
| Evermay Wealth Management LLC | 0.04% | No change | 10,512 | $307K |
| Atlas Brown,Inc. | 0.10% | Add +0.1% | 10,510 | $307K |
| Albion Financial Group | 0.02% | Reduce -0.8% | 10,499 | $307K |
| Tull Financial Group, Inc. | 0.14% | New | 10,391 | $304K |
| Harvest Investment Services, LLC | 0.07% | Reduce -15.4% | 10,390 | $303K |
| LWM Advisors Inc. | 0.34% | Add +0.0% | 10,363 | $303K |
| Balefire, LLC | 0.07% | Add +8.2% | 10,342 | $302K |
| Richard P Slaughter Associates Inc | 0.06% | Reduce -9.1% | 10,306 | $301K |
| Vanguard Group Inc. | 0.00% | Add +21.8% | 10,305 | $301K |
| Caliber Wealth Management, LLC / KS | 0.03% | Add +2.6% | 10,254 | $300K |
| REDW Wealth LLC | 0.12% | No change | 10,248 | $299K |
| Traphagen Investment Advisors LLC | 0.03% | Reduce -3.1% | 10,217 | $298K |
| Bridgewater Advisors Inc. | 0.02% | Reduce -3.3% | 9,883 | $298K |
| Stone Summit Wealth LLC | 0.09% | Reduce -12.5% | 10,170 | $297K |
| Legacy Capital Wealth Partners, LLC | 0.07% | New | 10,068 | $294K |
| KM Capital Management Ltd. | 0.15% | Reduce -44.4% | 10,066 | $294K |
| Koss-Olinger Consulting, LLC | 0.02% | Add +0.5% | 10,045 | $293K |
| Inspire Advisors, LLC | 0.03% | Add +3.5% | 10,038 | $293K |
| Liberty Square Wealth Partners LLC | 0.10% | Add +0.3% | 10,034 | $293K |
| BG Investment Services, LLC | 0.37% | New | 10,032 | $293K |
| Canandaigua National Bank & Trust Co. | 0.03% | No change | 9,936 | $290K |
| Fortis Group Advisors, LLC | 0.05% | New | 9,596 | $290K |
| Trust Co of the South | 0.05% | No change | 9,920 | $290K |
| Beaird Harris Wealth Management, LLC | 0.02% | Add +418.4% | 9,912 | $290K |
| VestGen Investment Management | 0.21% | No change | 9,908 | $289K |
| Kavar Capital Partners Group, LLC | 0.04% | Add +0.1% | 9,878 | $289K |
| Cannon Financial Strategists, Inc. | 0.05% | Add +0.0% | 9,840 | $287K |
| Accredited Investor Services, LLC | 0.22% | No change | 9,833 | $287K |
| Equita Financial Network, Inc. | 0.11% | Reduce -8.5% | 9,808 | $286K |
| Check Capital Management Inc. | 0.02% | No change | 9,800 | $286K |
| RCS Financial Planning, LLC | 0.14% | New | 9,767 | $285K |
| CWC Advisors, LLC. | 0.15% | No change | 9,728 | $284K |
| Navis Wealth Advisors, LLC | 0.24% | Reduce -16.0% | 9,702 | $283K |
| Vaughan David Investments LLC | 0.01% | Add +0.2% | 9,685 | $283K |
| JB Capital LLC | 0.01% | New | 9,676 | $283K |
| Fortis Capital Management LLC | 0.04% | Reduce -0.5% | 9,620 | $281K |
| Empower Advisory Group, LLC | 0.00% | Reduce -37.0% | 9,605 | $281K |
| Delta Investment Management, LLC | 0.05% | Reduce -9.2% | 9,599 | $280K |
| Riverstone Advisors, LLC | 0.15% | No change | 9,560 | $279K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -2.0% | 9,557 | $279K |
| Stolper Co | 0.09% | Reduce -0.6% | 9,545 | $279K |
| Stratos Investment Management, LLC | 0.01% | New | 9,530 | $278K |
| Falcon Wealth Planning | 0.03% | Reduce -5.2% | 9,530 | $278K |
| Fourth Dimension Wealth, LLC | 0.12% | Reduce -1.9% | 9,530 | $278K |
| Glenview Trust Co | 0.00% | Reduce -1.5% | 9,518 | $278K |
| Palisade Asset Management, LLC | 0.03% | No change | 9,484 | $277K |
| Jackson Thornton Wealth Management, LLC | 0.03% | No change | 9,490 | $277K |
| Pinkerton Wealth, LLC | 0.03% | No change | 9,464 | $276K |
| Paragon Advisors, LLC | 0.07% | Add +8.1% | 9,460 | $276K |
| Group One Trading LLC | 0.01% | Add +192.5% | 9,446 | $276K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -27.2% | 9,427 | $275K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +0.0% | 9,413 | $275K |
| Morton Brown Family Wealth, LLC | 0.08% | No change | 9,376 | $274K |
| Investments & Financial Planning, LLC | 0.16% | Reduce -1.1% | 9,359 | $273K |
| Cascade Wealth Advisors, Inc | 0.15% | New | 8,962 | $272K |
| Copley Financial Group, Inc. | 0.20% | Reduce -12.7% | 9,302 | $272K |
| Round Rock Advisors LLC | 0.05% | New | 9,276 | $271K |
| Rossmore Private Capital | 0.03% | New | 9,215 | $269K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -26.0% | 9,222 | $269K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Reduce -5.2% | 9,149 | $267K |
| Rice Partnership, LLC | 0.05% | No change | 9,137 | $267K |
| ForthRight Wealth Management, LLC | 0.08% | No change | 9,122 | $266K |
| Brightwater Advisory LLC | 0.19% | No change | 9,101 | $266K |
| Manuka Financial, LLC | 0.14% | No change | 9,065 | $265K |
| Ritter Daniher Financial Advisory LLC / DE | 0.07% | Add +706.3% | 9,055 | $264K |
| Telos Capital Management, Inc. | 0.03% | Add +0.0% | 9,054 | $264K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +0.2% | 9,014 | $263K |
| Promus Capital, LLC | 0.17% | No change | 9,008 | $263K |
| Plan A Wealth LLC | 0.15% | New | 8,956 | $262K |
| Gibbs Wealth Management | 0.05% | New | 8,955 | $262K |
| Elios Financial Group Inc. | 0.12% | Add +8.5% | 8,932 | $261K |
| Emprise Bank | 0.12% | No change | 8,829 | $258K |
| Future Fund LLC | 0.11% | New | 8,813 | $257K |
| Operose Advisors LLC | 0.07% | Add +0.0% | 8,725 | $255K |
| Fiduciary Family Office, LLC | 0.08% | New | 8,705 | $254K |
| Wayfinding Financial, LLC | 0.11% | No change | 8,408 | $253K |
| Swmg, LLC | 0.08% | New | 8,336 | $253K |
| Cypress Capital Management LLC (WY) | 0.27% | Reduce -9.3% | 8,606 | $251K |
| Regal Partners Ltd | 0.02% | New | 8,606 | $251K |
| QRG Capital Management, Inc. | 0.00% | Add +3.8% | 8,603 | $251K |
| Wolff Financial Management LLC | 0.06% | No change | 8,553 | $250K |
| BNC Wealth Management, LLC | 0.07% | Reduce -7.4% | 8,518 | $249K |
| First Trust Advisors LP | 0.00% | New | 8,493 | $248K |
| Summit Wealth Group, LLC | 0.06% | No change | 8,456 | $247K |
| Investment Planning Advisors, Inc. | 0.09% | New | 8,455 | $247K |
| Naples Global Advisors, LLC | 0.02% | New | 8,424 | $246K |
| AlphaStar Capital Management, LLC | 0.02% | New | 8,279 | $242K |
| Kilter Group LLC | 0.13% | No change | 8,253 | $241K |
| Brown Financial Advisory | 0.13% | New | 8,240 | $241K |
| Nova Wealth Management, Inc. | 0.18% | Add +53.0% | 8,194 | $239K |
| Mirador Capital Partners LP | 0.04% | No change | 8,176 | $239K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.1% | 8,141 | $238K |
| William Howard & Co Financial Advisors Inc | 0.21% | Add +0.1% | 8,132 | $238K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.8% | 8,122 | $237K |
| Redwood Investment Management, LLC | 0.03% | Add +0.1% | 8,130 | $237K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +0.9% | 8,078 | $236K |
| Morris Financial Concepts, Inc. | 0.09% | No change | 8,076 | $236K |
| Arete Wealth Advisors, LLC | 0.02% | New | 8,048 | $235K |
| Threadgill Financial, LLC | 0.13% | Reduce -2.5% | 8,014 | $234K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 7,975 | $233K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 7,972 | $233K |
| Franklin Resources Inc. | 0.00% | No change | 7,968 | $233K |
| Elevation Wealth Partners, LLC | 0.09% | Add +0.0% | 7,950 | $232K |
| Forza Wealth Management, LLC | 0.09% | New | 7,896 | $231K |
| Insight Wealth Strategies, LLC | 0.03% | New | 7,891 | $228K |
| Pittenger & Anderson Inc. | 0.01% | No change | 7,812 | $228K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +1.2% | 7,804 | $228K |
| FourThought Financial Partners, LLC | 0.02% | New | 7,763 | $227K |
| Plan Group Financial, LLC | 0.07% | New | 7,727 | $226K |
| Argent Trust Co | 0.01% | New | 7,720 | $226K |
| Hartline Investment Corp./ | 0.03% | Reduce -15.6% | 7,707 | $225K |
| Saxon Interests, Inc. | 0.11% | No change | 8,984 | $225K |
| Advocate Group LLC | 0.04% | New | 7,701 | $225K |
| Penobscot Wealth Management | 0.08% | New | 7,648 | $223K |
| Pegasus Asset Management, Inc. | 0.08% | New | 7,638 | $223K |
| Wealth Group, Ltd. | 0.22% | Reduce -85.0% | 7,633 | $223K |
| Riversedge Advisors, LLC | 0.04% | New | 7,616 | $222K |
| American Institute for Advanced Investment Management, LLP | 0.16% | New | 7,600 | $222K |
| Joel Isaacson & Co., LLC | 0.01% | New | 7,577 | $221K |
| Prepared Retirement Institute LLC | 0.13% | New | 7,569 | $221K |
| Cladis Investment Advisory, LLC | 0.14% | New | 7,536 | $220K |
| One Wealth Capital Management, LLC | 0.10% | New | 7,519 | $220K |
| Grandview Asset Management LLC | 0.07% | Reduce -21.4% | 7,486 | $219K |
| Venture Visionary Partners LLC | 0.01% | Reduce -27.8% | 7,478 | $218K |
| Crewe Advisors LLC | 0.03% | Add +2045.7% | 7,467 | $218K |
| Sage Investment Counsel LLC | 0.25% | New | 7,465 | $218K |
| Glenmede Investment Management, LP | 0.00% | — | 7,420 | $217K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 7,418 | $217K |
| Latitude Advisors, LLC | 0.11% | New | 7,401 | $216K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -11.0% | 7,398 | $216K |
| Investment Advisory Group, LLC | 0.07% | Reduce -11.9% | 7,377 | $215K |
| Keystone Wealth Services, LLC | 0.05% | New | 7,361 | $215K |
| Collective Family Office LLC | 0.06% | New | 7,342 | $214K |
| Bellwether Advisors, LLC | 0.04% | No change | 7,341 | $214K |
| Rodgers & Associates, LTD | 0.02% | Reduce -26.6% | 7,280 | $213K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 7,269 | $212K |
| HighMark Wealth Management LLC | 0.10% | Add +254.0% | 7,246 | $212K |
| Weitzel Financial Services, Inc. | 0.09% | New | 6,887 | $210K |
| WASHINGTON TRUST Co | 0.01% | No change | 7,180 | $210K |
| Fonville Wealth Management LLC | 0.05% | New | 7,156 | $209K |
| Capital Asset Advisory Services LLC | 0.01% | New | 7,223 | $209K |
| Intrua Financial, LLC | 0.03% | New | 7,116 | $208K |
| Ingalls & Snyder LLC | 0.01% | New | 7,100 | $207K |
| Weaver Consulting Group | 0.06% | New | 7,074 | $207K |
| BOS Asset Management, LLC | 0.07% | New | 7,024 | $205K |
| Patton Albertson Miller Group, LLC | 0.03% | New | 7,014 | $205K |
| Crestwood Advisors Group, LLC | 0.00% | New | 7,006 | $205K |
| Highland Capital Management, LLC | 0.01% | New | 6,976 | $204K |
| Copperwynd Financial, LLC | 0.05% | New | 6,949 | $203K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.02% | New | 6,936 | $203K |
| Painted Porch Advisors LLC | 0.08% | New | 6,888 | $201K |
| Studio Investment Management LLC | 0.04% | New | 6,885 | $201K |
| Aviance Capital Partners, LLC | 0.03% | New | 6,878 | $201K |
| Bull Oak Capital, LLC | 0.09% | New | 6,855 | $200K |
| Transce3nd, LLC | 0.08% | Add +6.5% | 6,823 | $199K |
| Bell Investment Advisors, Inc | 0.03% | Reduce -13.6% | 6,742 | $197K |
| Palouse Capital Management, Inc. | 0.13% | Reduce -1.1% | 6,666 | $195K |
| Compass Planning Associates Inc | 0.17% | Add +44.1% | 6,269 | $183K |
| Salem Investment Counselors Inc. | 0.01% | Add +12.2% | 6,221 | $182K |
| Anchor Investment Management, LLC | 0.02% | Reduce -6.2% | 6,096 | $178K |
| Global Wealth Strategies & Associates | 0.05% | No change | 5,820 | $170K |
| Clearstead Trust, LLC | 0.03% | No change | 5,756 | $168K |
| Brooklyn Investment Group | 0.02% | New | 5,753 | $168K |
| Accredited Wealth Management, LLC | 0.13% | No change | 5,642 | $165K |
| Pflug Koory, LLC | 0.08% | Add +127.2% | 5,637 | $165K |
| United Community Bank | 0.06% | No change | 5,600 | $164K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -12.0% | 5,217 | $152K |
| Kennebec Savings Bank | 0.14% | Add +15.9% | 4,970 | $145K |
| TD Capital Management LLC | 0.01% | Add +0.1% | 4,907 | $143K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 4,880 | $143K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +65.0% | 4,710 | $138K |
| YANKCOM Partnership | 0.07% | No change | 4,608 | $135K |
| Center for Financial Planning, Inc. | 0.02% | No change | 4,569 | $133K |
| Main Street Group, LTD | 0.05% | Reduce -4.5% | 4,343 | $127K |
| Citizens National Bank Trust Department | 0.03% | Reduce -24.4% | 4,340 | $127K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 4,246 | $124K |
| Cascades Capital Asset Management, LLC | 0.06% | No change | 4,114 | $120K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +9.8% | 4,068 | $119K |
| Mb, Levis & Associates, LLC | 0.05% | Add +0.1% | 4,020 | $117K |
| Concord Wealth Partners | 0.02% | No change | 4,014 | $117K |
| Tsfg, LLC | 0.02% | No change | 4,008 | $117K |
| C M Bidwell & Associates Ltd. | 0.06% | Reduce -0.0% | 3,911 | $114K |
| Friedenthal Financial | 0.06% | Add +1.8% | 3,894 | $114K |
| Pinney & Scofield, Inc. | 0.07% | No change | 3,760 | $110K |
| FWL Investment Management, LLC | 0.03% | New | 3,748 | $109K |
| JNBA Financial Advisors | 0.01% | Add +0.1% | 3,719 | $109K |
| Wolff Wiese Magana LLC | 0.06% | Add +0.1% | 3,569 | $104K |
| Fifth Third Bancorp | 0.00% | Reduce -22.1% | 3,476 | $102K |
| Total Investment Management Inc. | 0.01% | New | 3,405 | $99K |
| Wood Tarver Financial Group, LLC | 0.03% | No change | 3,402 | $99K |
| Armor Investment Advisors, LLC | 0.04% | No change | 3,260 | $95K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,128 | $91K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 2,904 | $89K |
| Evolution Advisers, Inc. | 0.04% | No change | 3,032 | $88K |
| Inlight Wealth Management, LLC | 0.05% | No change | 3,000 | $88K |
| Toth Financial Advisory Corp. | 0.01% | Add +2.2% | 2,960 | $86K |
| Tidemark, LLC | 0.03% | No change | 2,936 | $86K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 2,880 | $84K |
| Avion Wealth | 0.02% | Add +0.1% | 2,841 | $83K |
| Briaud Financial Planning Inc | 0.03% | No change | 2,736 | $79K |
| Beacon Capital Management, LLC | 0.01% | Reduce -6.1% | 2,675 | $78K |
| Tucker Asset Management LLC | 0.02% | Reduce -75.9% | 2,663 | $78K |
| Horizon Financial Services, LLC | 0.04% | No change | 2,638 | $77K |
| Cheviot Value Management, LLC | 0.01% | Add +0.1% | 2,513 | $76K |
| Providence Capital Advisors, LLC | 0.01% | New | 2,586 | $76K |
| Pinnacle Holdings, LLC | 0.03% | New | 2,542 | $74K |
| West Paces Advisors Inc. | 0.02% | Add +46.8% | 2,508 | $73K |
| Whipplewood Advisors, LLC | 0.04% | Reduce -94.1% | 2,446 | $71K |
| Roxbury Financial LLC | 0.07% | New | 2,416 | $71K |
| Blume Capital Management, Inc. | 0.01% | No change | 2,400 | $70K |
| Highline Wealth Partners LLC | 0.02% | New | 2,325 | $68K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -28.3% | 2,303 | $67K |
| Kozak & Associates, Inc. | 0.01% | Reduce -7.0% | 2,277 | $67K |
| Evolution Wealth Management Inc. | 0.08% | — | 2,256 | $66K |
| MCF Advisors LLC | 0.00% | Add +18.1% | 2,139 | $62K |
| City Holding Co. | 0.01% | No change | 2,100 | $61K |
| Bangor Savings Bank | 0.01% | No change | 2,040 | $60K |
| Rossby Financial, LCC | 0.02% | No change | 2,025 | $59K |
| Ameriflex Group, Inc. | 0.03% | Reduce -95.0% | 2,021 | $58K |
| Abound Wealth Management | 0.02% | Add +408.3% | 1,962 | $57K |
| Keener Financial Planning LLC | 0.03% | Add +1738.0% | 1,985 | $57K |
| Chilton Capital Management LLC | 0.00% | New | 1,950 | $57K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,920 | $56K |
| Copia Wealth Management | 0.05% | No change | 1,910 | $56K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | New | 1,896 | $55K |
| MTM Investment Management, LLC | 0.02% | Add +5.6% | 1,895 | $55K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 1,852 | $54K |
| Creative Capital Management Investments LLC | 0.02% | No change | 1,825 | $53K |
| Creekmur Asset Management LLC | 0.01% | Add +200.3% | 1,811 | $53K |
| Bernard Wealth Management Corp. | 0.02% | Reduce -0.6% | 1,802 | $53K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,748 | $51K |
| AllSquare Wealth Management LLC | 0.03% | No change | 1,712 | $50K |
| National Bank of Canada | 0.00% | Add +15.2% | 1,630 | $48K |
| Avalon Trust Co | 0.00% | No change | 1,600 | $47K |
| Hopwood Financial Services, Inc. | 0.04% | No change | 1,584 | $46K |
| Quest 10 Wealth Builders, Inc. | 0.04% | No change | 1,537 | $45K |
| Roble, Belko & Company, Inc | 0.01% | Add +7.1% | 1,473 | $43K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | No change | 1,450 | $42K |
| Pineridge Advisors LLC | 0.02% | Add +0.1% | 1,434 | $42K |
| Founders Capital Management | 0.03% | Add +1.5% | 1,427 | $42K |
| Trust Co | 0.00% | No change | 1,424 | $42K |
| CENTRAL TRUST Co | 0.00% | Add +0.8% | 1,307 | $38K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1,304 | $38K |
| Cornerstone Planning Group LLC | 0.01% | Add +754.8% | 1,248 | $37K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -3.1% | 1,240 | $36K |
| Key Financial Inc | 0.01% | Add +148.6% | 1,233 | $36K |
| Y.D. More Investments Ltd | 0.00% | Reduce -21.0% | 1,122 | $33K |
| CGC Financial Services, LLC | 0.01% | No change | 1,073 | $31K |
| MeadowBrook Investment Advisors LLC | 0.03% | Reduce -16.1% | 1,044 | $30K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -99.0% | 1,035 | $30K |
| Versant Capital Management, Inc | 0.00% | Add +0.1% | 1,020 | $30K |
| Phillips Financial Management, LLC | 0.00% | No change | 1,016 | $30K |
| Valued Wealth Advisors LLC | 0.02% | Add +34.1% | 1,003 | $29K |
| WealthCollab, LLC | 0.02% | No change | 1,000 | $29K |
| Atlantic Union Bankshares Corp | 0.00% | New | 997 | $29K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -98.4% | 977 | $29K |
| HM Payson & Co. | 0.00% | No change | 944 | $28K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 904 | $26K |
| Mid-American Wealth Advisory Group, Inc. | 0.01% | New | 889 | $26K |
| Howe & Rusling Inc. | 0.00% | Add +36.0% | 880 | $26K |
| Optimum Investment Advisors | 0.01% | Add +0.1% | 878 | $26K |
| Heritage Wealth Advisors | 0.00% | No change | 856 | $25K |
| Financial Gravity Companies, Inc. | 0.00% | — | 818 | $24K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 816 | $24K |
| St Germain D J Co. Inc. | 0.00% | New | 815 | $24K |
| Raffa Wealth Management, LLC | 0.00% | No change | 815 | $24K |
| Atwood & Palmer Inc. | 0.00% | New | 764 | $22K |
| Archer Investment Corp | 0.01% | Add +0.1% | 714 | $21K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 712 | $21K |
| Basso Capital Management, L.P. | 0.01% | No change | 692 | $20K |
| Sound Income Strategies, LLC | 0.00% | Reduce -73.0% | 657 | $19K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 657 | $19K |
| Anfield Capital Management, LLC | 0.01% | No change | 648 | $19K |
| Mascoma Wealth Management LLC | 0.00% | New | 644 | $19K |
| Richards, Merrill & Peterson, Inc. | 0.01% | Reduce -68.2% | 620 | $18K |
| Investment Research & Advisory Group, Inc. | 0.01% | Add +0.5% | 611 | $18K |
| Aberdeen Wealth Management LLC | 0.01% | Add +0.5% | 611 | $18K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 608 | $18K |
| Clean Yield Group | 0.01% | No change | 608 | $18K |
| Alerus Financial NA | 0.00% | New | 580 | $17K |
| Rothschild Investment LLC | 0.00% | New | 574 | $17K |
| Dunhill Financial, LLC | 0.00% | Add +30.7% | 524 | $15K |
| JDM Financial Group LLC | 0.01% | No change | 512 | $15K |
| Oakworth Capital, Inc. | 0.00% | No change | 483 | $14K |
| Morse Asset Management, Inc | 0.00% | Reduce -13.0% | 480 | $14K |
| Chesapeake Asset Management LLC | 0.01% | No change | 480 | $14K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 460 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 458 | $13K |
| LRI Investments, LLC | 0.00% | No change | 448 | $13K |
| Horizon Investments, LLC | 0.00% | No change | 443 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +9.3% | 437 | $13K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 424 | $12K |
| 10Elms LLP | 0.01% | No change | 392 | $11K |
| First Community Trust NA | 0.01% | New | 385 | $11K |
| PrairieView Partners, LLC | 0.00% | No change | 400 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 360 | $11K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 317 | $10K |
| ROSS\JOHNSON & Associates LLC | 0.17% | Add +25.9% | 277 | $8K |
| Towne Trust Company, N.A | 0.00% | No change | 276 | $8K |
| City State Bank | 0.00% | Reduce -6.8% | 276 | $8K |
| Woodside Wealth Management LLC | 0.01% | No change | 268 | $8K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 256 | $7K |
| Breakwater Investment Management | 0.00% | No change | 252 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 248 | $7K |
| Kessler Investment Group, LLC | 0.00% | No change | 232 | $7K |
| Gen-Wealth Partners Inc | 0.00% | Add +11.9% | 226 | $7K |
| Beacon Capital Management, Inc. | 0.00% | New | 184 | $5K |
| Bokf, NA | 0.00% | Reduce -86.5% | 180 | $5K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 176 | $5K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 176 | $5K |
| North Capital, Inc. | 0.00% | No change | 155 | $5K |
| DB Fitzpatrick & Co, Inc | 0.00% | No change | 141 | $4K |
| Eq Wealth Advisors, LLC | 0.00% | Add +6.6% | 113 | $3K |
| Spurstone Advisory Services, LLC | 0.05% | No change | 112 | $3K |
| NFSG Corp | 0.00% | No change | 100 | $3K |
| Robbins Farley | 0.00% | No change | 70 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 68 | $2K |
| Whittier Trust Co. | 0.00% | No change | 52 | $2K |
| Addison Advisors LLC | 0.00% | Reduce -75.0% | 40 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -88.0% | 35 | $1K |
| Family Legacy Financial Solutions, LLC | 0.00% | — | 23 | $673 |
| Wagner Wealth Management, LLC | 0.00% | Reduce -96.7% | 22 | $645 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 16 | $467 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 8 | $234 |
| Eukles Asset Management | 0.00% | Add +50.0% | 3 | $88 |
| Truvestments Capital LLC | 0.00% | No change | 3 | $88 |
| High Note Wealth, LLC | 0.00% | No change | 3 | $85 |
| NewSquare Capital LLC | 0.00% | No change | 1 | $42 |
| Red Tortoise LLC | 0.00% | No change | 1 | $19 |
"% 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.