Schwab US Large-Cap GrowthSCHGETF
13F holders, Q3 2025 (September 30)1,511holders +46
110new positions
55sold out
4famous investors
$31.99avg. 13F price*
At the end of Q3 2025, 1,511 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings, up 46 from Q2 2025. 110 opened new positions and 55 sold out. The largest holders were Envestnet Asset Management Inc. ($2.0B), Sei Investments Co. ($1.4B) and Mather Group, Llc. ($1.3B). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $592.4M |
| Exits | 55 | $115.5M |
All 13F filers, Q2 2025 → Q3 2025: 62,451,320 shares bought and 26,734,124 shares sold, net +35,717,196 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,511 holders
| Envestnet Asset Management Inc. | 0.57% | Add +12.0% | 61,891,690 | $2.0B |
| Sei Investments Co. | 1.53% | Reduce -2.8% | 44,450,869 | $1.4B |
| Mather Group, Llc. | 13.58% | Reduce -0.3% | 42,168,342 | $1.3B |
| Financial Engines Advisors L.L.C. | 2.17% | Reduce -6.8% | 35,589,129 | $1.1B |
| Charles Schwab Investment Management Inc. | 0.18% | Add +5.2% | 34,514,445 | $1.1B |
| LPL Financial LLC | 0.30% | Add +13.8% | 31,701,940 | $1.0B |
| Osaic Holdings, Inc. | 0.85% | Add +3.2% | 19,432,886 | $608.4M |
| Mariner, LLC | 0.74% | Add +0.2% | 17,849,389 | $569.6M |
| Ameriprise Financial Inc. | 0.12% | Add +8.2% | 16,720,317 | $533.4M |
| Vantagepoint Investment Advisers LLC | 4.18% | New | 16,029,106 | $511.5M |
| Cetera Investment Advisers | 0.57% | Add +66.0% | 15,387,321 | $491.0M |
| Avantax Planning Partners, Inc. | 13.74% | Reduce -1.3% | 15,014,311 | $479.1M |
| Raymond James Financial Inc. | 0.15% | Reduce -5.2% | 14,516,716 | $463.2M |
| MML Investors Services, LLC | 0.87% | Add +17.7% | 10,174,284 | $324.7M |
| Northwestern Mutual Wealth Management Co. | 0.21% | Add +9.2% | 10,027,556 | $320.0M |
| Fund Evaluation Group, LLC | 11.15% | Add +5.0% | 9,652,892 | $308.0M |
| Morgan Stanley | 0.02% | Reduce -0.7% | 8,864,287 | $282.9M |
| Bank of America Corp. | 0.02% | Add +4.1% | 8,392,134 | $267.8M |
| JPMorgan Chase & Co. | 0.02% | Add +12.0% | 8,386,478 | $267.6M |
| HighTower Advisors, LLC | 0.29% | Add +3.0% | 8,132,749 | $259.5M |
| OneDigital Investment Advisors LLC | 2.42% | Add +1.8% | 7,393,016 | $235.9M |
| Cwm, LLC | 0.70% | Add +0.4% | 7,302,629 | $233.0M |
| McAdam, LLC | 11.03% | Add +3.0% | 7,014,190 | $223.8M |
| Moneta Group Investment Advisors LLC | 1.49% | Add +1.9% | 5,867,969 | $187.2M |
| NorthCoast Asset Management LLC | 0.71% | Add +1.6% | 5,701,018 | $181.9M |
| RMG Wealth Management LLC | 22.37% | Add +3.2% | 4,950,788 | $158.8M |
| Thrive Wealth Management, LLC | 23.93% | Reduce -2.2% | 4,968,190 | $158.5M |
| Commonwealth Equity Services, LLC | 0.20% | Add +1.9% | 4,955,408 | $158.1M |
| Focus Financial Network, Inc. | 5.40% | Reduce -1.5% | 4,743,014 | $151.3M |
| Wells Fargo & Company | 0.03% | Add +14.6% | 4,401,983 | $140.5M |
| Clark Capital Management Group, Inc. | 0.87% | Reduce -5.8% | 4,359,851 | $139.1M |
| Marquette Asset Management, LLC | 20.98% | Reduce -0.4% | 4,296,094 | $137.1M |
| Beacon Pointe Advisors, LLC | 0.99% | Reduce -0.2% | 3,643,232 | $116.3M |
| HHM Wealth Advisors, LLC | 13.35% | Reduce -4.0% | 3,615,280 | $115.4M |
| Golden Reserve Retirement LLC | 29.72% | Add +15.1% | 3,588,350 | $114.5M |
| Krilogy Financial LLC | 3.99% | Add +9.1% | 3,218,478 | $106.2M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Add +8.0% | 3,283,430 | $104.8M |
| Park Avenue Securities LLC | 0.81% | Add +15.8% | 3,233,030 | $103.2M |
| Truist Financial Corp. | 0.14% | Add +4.4% | 3,215,099 | $102.6M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -1.9% | 3,084,753 | $99.2M |
| Rainey & Randall Wealth Advisors Inc. | 16.45% | Reduce -0.1% | 3,085,404 | $98.5M |
| Assetmark, Inc. | 0.21% | Reduce -3.9% | 3,084,416 | $98.4M |
| Cerity Partners LLC | 0.16% | Reduce -2.4% | 3,044,766 | $97.2M |
| Financial Advisors, LLC | 16.63% | Reduce -3.4% | 2,940,881 | $93.8M |
| Legacy Financial Strategies, LLC | 16.77% | Reduce -1.7% | 2,909,284 | $92.8M |
| Royal Bank of Canada | 0.02% | Reduce -0.3% | 2,865,973 | $91.5M |
| Lido Advisors, LLC | 0.33% | Add +376.8% | 2,476,025 | $79.0M |
| Waverly Advisors, LLC | 0.76% | Add +0.6% | 2,399,120 | $76.6M |
| HRC Wealth Management, LLC | 35.32% | Add +0.1% | 2,269,773 | $72.4M |
| Berger Financial Group, Inc | 4.33% | Reduce -0.2% | 2,267,841 | $72.4M |
| MAI Capital Management | 0.45% | Add +0.3% | 2,258,299 | $72.1M |
| Brio Consultants, LLC | 9.72% | Reduce -1.7% | 2,214,447 | $70.7M |
| Stifel Financial Corp. | 0.06% | Add +2.7% | 2,182,875 | $69.7M |
| Angeles Wealth Management, LLC | 4.26% | Add +4.4% | 2,179,648 | $69.6M |
| Two Sigma Investments, LP | 0.11% | Reduce -35.0% | 2,163,723 | $69.0M |
| UBS Group AG | 0.01% | Add +3.5% | 2,159,997 | $68.9M |
| Compound Planning, Inc. | 2.20% | Add +16.2% | 2,128,290 | $67.9M |
| Gemmer Asset Management LLC | 5.17% | Add +9.5% | 2,008,315 | $64.1M |
| Financial Management Professionals, Inc. | 6.63% | Add +0.6% | 1,997,526 | $63.7M |
| Creative Planning | 0.05% | Add +5.6% | 1,979,083 | $63.2M |
| United Capital Financial Advisors, LLC | 0.45% | Reduce -3.1% | 1,960,348 | $62.6M |
| Nadler Financial Group, Inc. | 5.83% | Reduce -1.4% | 1,915,823 | $61.1M |
| Main Street Financial Solutions, LLC | 3.89% | Add +2.6% | 1,900,128 | $60.6M |
| Kelman-Lazarov, Inc. | 8.78% | Reduce -0.6% | 1,856,765 | $59.2M |
| HB Wealth Management, LLC | 0.40% | Add +3.4% | 1,839,853 | $58.7M |
| Merit Financial Group, LLC | 0.54% | Reduce -4.3% | 1,834,030 | $58.5M |
| Strategic Blueprint, LLC | 2.55% | Add +10.0% | 1,831,652 | $58.4M |
| Kestra Advisory Services, LLC | 0.27% | Reduce -13.6% | 1,821,437 | $58.1M |
| Belpointe Asset Management LLC | 2.22% | Add +5.6% | 1,821,134 | $58.1M |
| Northern Capital Management, Inc. | 30.85% | Reduce -1.4% | 1,781,828 | $56.9M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Add +9.7% | 1,759,358 | $56.1M |
| Bleakley Financial Group, LLC | 1.28% | Add +2.2% | 1,732,869 | $55.3M |
| Charles Schwab Trust Co | 3.73% | Add +6.7% | 1,722,369 | $55.0M |
| Triton Wealth Management, PLLC | 20.61% | Add +0.3% | 1,617,086 | $54.2M |
| Cornerstone Wealth Advisors, Inc. | 12.86% | Reduce -4.7% | 1,665,245 | $53.1M |
| Burkett Financial Services, LLC | 18.28% | Reduce -2.6% | 1,661,825 | $53.0M |
| Savvy Advisors, Inc. | 2.40% | Add +35.5% | 1,637,120 | $52.2M |
| Prime Capital Investment Advisors, LLC | 0.64% | Reduce -10.2% | 1,604,808 | $51.2M |
| Schneider Downs Wealth Management Advisors, LP | 6.07% | Reduce -2.2% | 1,603,876 | $51.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.80% | Reduce -23.8% | 1,597,106 | $51.0M |
| XML Financial, LLC | 4.13% | Reduce -0.5% | 1,588,681 | $50.7M |
| Tradition Wealth Management, LLC | 3.74% | Reduce -3.1% | 1,585,803 | $50.6M |
| Midwest Trust Co | 0.65% | Add +1.5% | 1,571,231 | $50.1M |
| Summit Wealth & Retirement Planning, Inc. | 12.19% | Add +0.4% | 1,554,241 | $49.6M |
| Exchange Traded Concepts, LLC | 0.46% | Add +44.3% | 1,526,522 | $48.7M |
| Integrated Wealth Concepts LLC | 0.44% | Add +7.1% | 1,525,782 | $48.7M |
| Captrust Financial Advisors | 0.10% | Reduce -5.7% | 1,515,427 | $48.4M |
| Rollins Financial Advisors, LLC | 7.17% | Reduce -1.9% | 1,483,725 | $47.3M |
| Focus Partners Advisor Solutions, LLC | 0.54% | Add +2.2% | 1,480,156 | $47.3M |
| GHP Investment Advisors, Inc. | 1.96% | Reduce -0.4% | 1,460,301 | $46.6M |
| Summit Asset Management, LLC | 6.82% | Add +1.1% | 1,389,325 | $44.3M |
| Ausdal Financial Partners, Inc. | 2.13% | Add +5.7% | 1,370,264 | $43.7M |
| World Investment Advisors | 0.89% | Add +1.7% | 1,366,416 | $43.6M |
| Goepper Burkhardt LLC | 14.56% | Add +0.9% | 1,338,676 | $42.7M |
| Veery Capital, LLC | 13.43% | Add +1.8% | 1,332,974 | $42.5M |
| Visionary Wealth Advisors | 1.96% | Reduce -33.7% | 1,315,499 | $42.0M |
| Provident Wealth Management, LLC | 12.41% | Reduce -0.6% | 1,286,217 | $41.0M |
| Principal Securities, Inc. | 0.67% | Reduce -3.4% | 1,279,964 | $40.8M |
| Financial Advisors Network, Inc. | 5.72% | Add +3.9% | 1,265,928 | $40.4M |
| Advance Capital Management, Inc. | 1.73% | Add +3.2% | 1,251,592 | $39.9M |
| Novem Group | 4.68% | Reduce -9.3% | 1,229,573 | $39.2M |
| Financial Synergies Wealth Advisors, Inc. | 3.94% | Reduce -0.5% | 1,219,963 | $38.9M |
| Affinity Wealth LLC | 29.27% | Reduce -4.1% | 1,206,391 | $38.5M |
| Dravo Bay LLC | 16.68% | Add +4.6% | 1,183,401 | $37.8M |
| Curtis Advisory Group, LLC | 8.44% | Reduce -1.1% | 1,166,247 | $37.2M |
| Mokosak Advisory Group, LLC | 9.72% | Reduce -0.1% | 1,164,482 | $37.2M |
| Johnson Investment Counsel Inc. | 0.31% | Add +8.8% | 1,151,376 | $36.7M |
| Black Diamond Financial, LLC | 4.00% | Add +27.7% | 1,119,655 | $35.7M |
| Richardson Capital Management LLC | 16.81% | Reduce -3.9% | 1,108,441 | $35.4M |
| Concurrent Investment Advisors, LLC | 0.60% | Add +16.5% | 1,098,324 | $35.0M |
| Facet Wealth, Inc. | 0.72% | Reduce -0.7% | 1,096,882 | $35.0M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -3.4% | 1,091,049 | $34.8M |
| Sequoia Financial Advisors, LLC | 0.21% | Add +3.8% | 1,078,143 | $34.4M |
| FLC Capital Advisors | 6.63% | Reduce -2.5% | 1,072,853 | $34.2M |
| Kingswood Wealth Advisors, LLC | 2.05% | Add +29.9% | 1,060,720 | $33.8M |
| Marshall Financial Group Inc. | 9.29% | Reduce -3.5% | 1,058,587 | $33.8M |
| Brass Tax Wealth Management, Inc. | 5.61% | Add +33.2% | 1,057,059 | $33.7M |
| CRA Financial Services, LLC | 4.56% | Add +2.2% | 1,044,100 | $33.3M |
| Milestone Investment Advisors LLC | 8.21% | Reduce -1.1% | 1,035,586 | $33.0M |
| Fortis Capital Advisors, LLC | 5.14% | Add +1.8% | 1,016,583 | $32.4M |
| Visionary Horizons, LLC | 17.98% | Add +5.1% | 1,008,318 | $32.2M |
| SK Wealth Management, LLC | 11.97% | Add +13.4% | 987,688 | $32.1M |
| Spreng Capital Management, Inc. | 13.13% | Reduce -0.6% | 1,004,436 | $32.1M |
| B&D White Capital Company, LLC | 4.07% | Add +69.4% | 996,403 | $31.8M |
| Denver PWM, LLC | 9.83% | Add +0.0% | 1,079,625 | $31.5M |
| Modera Wealth Management, LLC | 0.36% | Reduce -0.3% | 981,963 | $31.3M |
| Invst, LLC | 3.55% | Add +7.8% | 979,044 | $31.2M |
| Sigma Planning Corp | 0.88% | Add +2.9% | 971,044 | $31.0M |
| IFP Advisors, Inc | 0.78% | Reduce -0.1% | 947,074 | $30.2M |
| Jones Financial Companies LLLP | 0.02% | Add +29.5% | 954,749 | $30.2M |
| Garde Capital, Inc. | 1.48% | Reduce -0.6% | 924,651 | $29.5M |
| Ignite Planners, LLC | 4.80% | Add +5.2% | 917,828 | $29.3M |
| Mgo One Seven LLC | 0.67% | Add +5.0% | 906,574 | $28.9M |
| Ethos Financial Group, LLC | 2.27% | Add +4.0% | 902,268 | $28.8M |
| Private Advisor Group, LLC | 0.14% | Add +0.1% | 901,382 | $28.8M |
| Ballast Advisors LLC | 7.87% | Reduce -2.2% | 894,867 | $28.6M |
| Ally Invest Advisors Inc. | 2.04% | Add +9.0% | 891,798 | $28.5M |
| Focus Partners Wealth | 0.04% | Reduce -2.1% | 874,037 | $27.9M |
| Valley National Advisers Inc. | 4.22% | Add +7.5% | 854,513 | $27.3M |
| Perigon Wealth Management, LLC | 0.56% | Add +7.0% | 852,869 | $27.2M |
| Apexium Financial, LP | 1.31% | Add +5.7% | 845,631 | $27.0M |
| Brady Martz Wealth Solutions, LLC | 4.89% | Reduce -1.6% | 844,286 | $26.9M |
| Meridian Wealth Management, LLC | 1.01% | Reduce -3.1% | 827,665 | $26.4M |
| Seneca Financial Advisors LLC | 8.50% | Add +2.3% | 815,791 | $26.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 9.41% | Add +3.9% | 804,785 | $25.7M |
| WBH Advisory Inc. | 1.96% | Add +10.2% | 804,729 | $25.7M |
| Midwest Capital Advisors, LLC | 12.24% | Add +1.2% | 795,518 | $25.4M |
| Capital Planning LLC | 7.33% | Reduce -0.6% | 788,077 | $25.1M |
| Persium Advisors, LLC | 18.87% | Add +1.6% | 787,711 | $25.1M |
| Harbor Group, Inc. | 3.98% | Reduce -1.0% | 783,217 | $25.0M |
| Weaver Capital Management LLC | 5.40% | Reduce -2.9% | 775,275 | $24.7M |
| Members Advisory Group LLC | 8.69% | Reduce -0.6% | 770,222 | $24.6M |
| NewEdge Advisors, LLC | 0.11% | Add +19.1% | 769,125 | $24.5M |
| Obsidian Cio, LLC | 3.15% | Reduce -2.7% | 753,407 | $24.0M |
| Unique Wealth, LLC | 3.52% | Add +4.3% | 752,622 | $24.0M |
| Stratos Wealth Advisors, LLC | 1.14% | Reduce -3.0% | 743,274 | $23.7M |
| Mutual Advisors, LLC | 0.52% | Reduce -0.8% | 731,202 | $23.6M |
| Financial Counselors Inc. | 31.43% | Reduce -0.3% | 740,237 | $23.6M |
| Summit Financial, LLC | 0.36% | Add +44.9% | 736,795 | $23.5M |
| Prosperity Wealth Management, Inc. | 7.83% | Add +4.1% | 723,101 | $23.1M |
| LVW Advisors, LLC | 2.39% | Reduce -10.1% | 722,745 | $23.1M |
| Meriwether Wealth & Planning, LLC | 13.35% | Add +4.2% | 722,280 | $23.0M |
| SkyOak Wealth, LLC | 4.34% | Reduce -4.5% | 720,297 | $23.0M |
| Northeast Financial Group, Inc. | 5.72% | Add +39.1% | 719,262 | $23.0M |
| Savant Capital, LLC | 0.14% | Reduce -1.1% | 717,063 | $22.9M |
| Lowery Thomas, LLC | 13.16% | Add +4.6% | 714,198 | $22.8M |
| FRG Family Wealth Advisors LLC | 3.66% | Reduce -1.0% | 711,765 | $22.7M |
| Win Advisors, Inc. | 10.99% | Reduce -11.1% | 707,571 | $22.6M |
| Sunbelt Securities, Inc. | 1.55% | Add +4.9% | 704,287 | $22.5M |
| TD Private Client Wealth LLC | 0.51% | Add +2.5% | 703,345 | $22.4M |
| Invenio Wealth Partners LLC | 8.17% | Add +3.1% | 703,268 | $22.4M |
| Paradigm, Strategies in Wealth Management, LLC | 14.34% | Reduce -3.7% | 701,580 | $22.4M |
| Seek First Inc. | 16.04% | Reduce -0.3% | 699,012 | $22.3M |
| RKL Wealth Management LLC | 1.90% | Reduce -7.2% | 697,063 | $22.2M |
| Fiduciary Alliance LLC | 1.48% | Add +0.4% | 692,754 | $22.1M |
| Dagco, Inc. | 5.47% | Add +5.6% | 681,288 | $21.7M |
| Citigroup Inc. | 0.01% | Add +22.5% | 679,963 | $21.7M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -12.5% | 674,990 | $21.5M |
| B & T Capital Management DBA Alpha Capital Management | 3.39% | Reduce -4.1% | 670,233 | $21.4M |
| Souders Financial Advisors | 2.54% | Reduce -2.7% | 669,666 | $21.4M |
| Cary Street Partners Financial LLC | 0.55% | Add +0.4% | 667,343 | $21.3M |
| Orion Porfolio Solutions, LLC | 0.16% | Add +9.5% | 659,890 | $21.1M |
| Atria Investments, Inc | 0.24% | Add +3.8% | 651,832 | $20.8M |
| Allegheny Financial Group | 3.86% | Add +0.7% | 646,788 | $20.6M |
| LCNB Corp. | 7.22% | Add +8.4% | 646,778 | $20.6M |
| Allworth Financial LP | 0.09% | Add +13.8% | 637,224 | $20.3M |
| US Bancorp \de | 0.02% | Reduce -7.9% | 636,509 | $20.3M |
| Global Strategic Investment Solutions, LLC | 2.02% | Reduce -0.0% | 634,496 | $20.2M |
| Paces Ferry Wealth Advisors, LLC | 8.42% | Reduce -1.6% | 634,412 | $20.2M |
| Aspen Wealth Strategies, LLC | 11.23% | Reduce -2.8% | 628,764 | $20.1M |
| Clark Wealth Partners | 12.18% | Add +90.9% | 613,001 | $20.0M |
| Rovin Capital /Ut/ | 5.43% | Reduce -6.0% | 614,977 | $19.6M |
| Pps&v Asset Management Consultants, Inc. | 11.33% | Add +0.9% | 614,863 | $19.6M |
| James J. Burns & Company, LLC | 2.91% | Reduce -2.2% | 611,822 | $19.5M |
| Ackerman Capital Advisors, LLC | 4.04% | Reduce -0.5% | 605,028 | $19.3M |
| Weinberger Asset Management, Inc | 6.97% | Reduce -3.7% | 603,828 | $19.3M |
| Schwallier Wealth Management LLC | 11.91% | Reduce -2.5% | 598,096 | $19.1M |
| Verdence Capital Advisors LLC | 1.10% | Add +13.0% | 573,926 | $19.1M |
| Donaldson Capital Management, LLC | 0.60% | Add +2.1% | 589,459 | $18.8M |
| Retirement Guys Formula LLC | 6.61% | Reduce -7.8% | 588,716 | $18.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +75.5% | 588,301 | $18.8M |
| Certuity, LLC | 1.29% | Add +12.6% | 587,142 | $18.7M |
| Skyline Advisors, Inc. | 6.37% | Add +2.4% | 579,801 | $18.5M |
| Friday Financial | 7.71% | Add +14.8% | 577,286 | $18.4M |
| Keystone Global Partners, LLC | 9.33% | Add +13.0% | 573,688 | $18.3M |
| Bogart Wealth, LLC | 0.73% | Reduce -8.7% | 564,394 | $18.0M |
| Advisors Capital Management, LLC | 0.22% | Add +31.9% | 558,074 | $17.8M |
| Kaizen Financial Strategies | 8.04% | Add +2.3% | 547,201 | $17.7M |
| USAdvisors Wealth Management, LLC | 6.10% | Add +5.4% | 554,598 | $17.7M |
| Payne Capital Management, LLC | 5.65% | Add +5.3% | 549,981 | $17.5M |
| WealthShield Partners, LLC | 1.98% | Reduce -6.0% | 545,868 | $17.4M |
| Sage Financial Group Inc. | 1.18% | Reduce -0.7% | 542,144 | $17.3M |
| Equitable Holdings, Inc. | 0.13% | Reduce -9.9% | 542,009 | $17.3M |
| SeaCrest Wealth Management, LLC | 1.82% | Add +2.7% | 530,347 | $17.2M |
| Advisory Services Network, LLC | 0.25% | Add +10.4% | 536,365 | $17.1M |
| Howard Financial Services, LTD. | 2.05% | Add +81.0% | 524,856 | $16.7M |
| William Mack & Associates, Inc. | 8.97% | Reduce -20.0% | 522,868 | $16.7M |
| Strategic Family Wealth Counselors, L.L.C. | 4.29% | Reduce -0.4% | 522,260 | $16.7M |
| Harbour Investments, Inc. | 0.37% | Add +4.9% | 518,053 | $16.5M |
| Curbstone Financial Management Corp | 3.17% | Reduce -1.9% | 516,903 | $16.5M |
| Dahring | Cusmano LLC | 11.87% | Add +3.2% | 514,855 | $16.4M |
| Kovack Advisors, Inc. | 1.54% | Add +14.2% | 512,098 | $16.3M |
| Whitaker-Myers Wealth Managers, LTD. | 3.53% | Add +2.7% | 507,813 | $16.2M |
| ProVise Management Group, LLC | 1.19% | Reduce -2.3% | 506,271 | $16.2M |
| Kingsview Wealth Management, LLC | 0.25% | Add +1.6% | 503,878 | $16.1M |
| YHB Investment Advisors, Inc. | 1.16% | Add +3.6% | 495,381 | $15.8M |
| Gill Capital Partners, LLC | 4.81% | Reduce -5.9% | 493,182 | $15.7M |
| Lowe Brockenbrough & Co. Inc. | 0.81% | Reduce -0.9% | 493,147 | $15.7M |
| Wealthcare Advisory Partners LLC | 0.33% | Reduce -27.4% | 492,489 | $15.7M |
| Oppenheimer & Co. Inc. | 0.19% | Add +7.4% | 491,561 | $15.7M |
| Choreo, LLC | 0.20% | Reduce -1.0% | 487,077 | $15.5M |
| National Bank of Canada | 0.02% | Add +29705.5% | 485,830 | $15.5M |
| Redhawk Wealth Advisors, Inc. | 1.79% | Add +32.8% | 483,611 | $15.4M |
| Clay Northam Wealth Management, LLC | 8.81% | Add +0.6% | 483,481 | $15.4M |
| Martel Wealth Advisors LLC | 2.69% | Reduce -4.6% | 480,307 | $15.3M |
| Three Magnolias Financial Advisors, LLC | 9.48% | Reduce -0.2% | 477,144 | $15.2M |
| Smithbridge Asset Management Inc. | 2.21% | Add +4.5% | 476,842 | $15.2M |
| Team Financial Group, LLC | 7.05% | Add +1.1% | 476,635 | $15.2M |
| Integrity Alliance, Llc. | 0.72% | Reduce -34.7% | 476,230 | $15.2M |
| FMR LLC | 0.00% | Add +12.8% | 472,547 | $15.1M |
| MinichMacGregor Wealth Management, LLC | 2.90% | Add +51.6% | 466,418 | $14.9M |
| Vista Cima Wealth Management LLC | 12.36% | Add +2.5% | 464,835 | $14.8M |
| Farther Finance Advisors, LLC | 0.22% | Add +8.0% | 462,914 | $14.8M |
| Elite Financial, Inc. | 6.75% | Reduce -0.2% | 445,448 | $14.7M |
| GPM Growth Investors, Inc. | 5.66% | Reduce -0.8% | 461,297 | $14.7M |
| Code Waechter LLC | 9.56% | Reduce -3.4% | 460,885 | $14.6M |
| One Capital Management, LLC | 0.46% | Reduce -12.3% | 455,103 | $14.5M |
| Revolve Wealth Partners, LLC | 1.72% | Reduce -0.5% | 448,374 | $14.3M |
| Berkshire Asset Management LLC | 0.61% | Reduce -4.8% | 447,587 | $14.3M |
| D.A. Davidson & Co. | 0.09% | Add +0.7% | 445,786 | $14.2M |
| Defined Financial Planning LLC | 11.77% | Add +11.4% | 436,270 | $14.2M |
| Next Level Wealth Planning, LLC | 7.99% | Add +4.6% | 443,757 | $14.2M |
| Everhart Financial Group, Inc. | 1.42% | Add +0.6% | 442,681 | $14.1M |
| Peachtree Investment Partners, LLC | 4.87% | Add +25.2% | 440,538 | $14.1M |
| Christensen, King & Associates Investment Services, Inc. | 6.02% | Reduce -0.5% | 439,155 | $14.0M |
| Prosperitas Financial LLC | 5.78% | Add +0.2% | 436,798 | $13.9M |
| Archford Capital Strategies, LLC | 1.66% | Add +75.6% | 436,060 | $13.9M |
| Foundations Investment Advisors, LLC | 0.20% | Add +6.5% | 435,539 | $13.9M |
| Guerra Advisors Inc | 5.08% | Reduce -6.9% | 430,926 | $13.8M |
| Alpha Zero LLC | 7.92% | Add +4.0% | 428,470 | $13.7M |
| Schaeffer Financial LLC | 12.33% | Add +1.1% | 426,122 | $13.6M |
| FSM Wealth Advisors, LLC | 1.92% | Add +7.6% | 424,951 | $13.6M |
| J.W. Cole Advisors, Inc. | 0.26% | Add +15.3% | 424,106 | $13.5M |
| Almanack Investment Partners, LLC. | 2.04% | Reduce -46.9% | 413,846 | $13.2M |
| FinDec Wealth Services, Inc. | 13.61% | Reduce -9.2% | 412,011 | $13.1M |
| Opes Wealth Management LLC | 2.31% | Add +0.4% | 410,597 | $13.1M |
| Broadleaf Partners, LLC | 2.73% | Reduce -14.2% | 410,497 | $13.1M |
| Regimen Wealth, LLC | 3.87% | Reduce -0.7% | 409,376 | $13.1M |
| Leeward Financial Partners, LLC | 3.70% | Add +2.5% | 407,224 | $13.0M |
| Per Stirling Capital Management, LLC. | 1.53% | Add +0.1% | 401,561 | $12.8M |
| Independent Financial Group, LLC | 0.30% | Add +3.9% | 396,762 | $12.7M |
| IFS Advisors, LLC | 7.37% | Reduce -1.9% | 394,455 | $12.6M |
| Portus Wealth Advisors, LLC | 12.51% | — | 393,146 | $12.5M |
| Integrated Advisors Network LLC | 0.53% | Reduce -3.0% | 392,764 | $12.5M |
| Asset Allocation Strategies LLC | 2.47% | Add +6.2% | 391,603 | $12.5M |
| Accel Wealth Management | 3.62% | Add +18.2% | 389,458 | $12.4M |
| Councilor Wealth, LLC | 5.76% | Reduce -4.6% | 389,243 | $12.4M |
| TriaGen Wealth Management LLC | 3.19% | Add +1.2% | 383,491 | $12.2M |
| Clear Point Advisors Inc. | 9.50% | Reduce -0.6% | 383,174 | $12.2M |
| Ring Mountain Capital, LLC | 6.67% | Add +0.7% | 377,358 | $12.0M |
| FAS Wealth Partners, Inc. | 0.81% | Reduce -5.0% | 373,512 | $11.9M |
| Heritage Wealth Management, Inc. | 8.10% | Reduce -4.7% | 371,903 | $11.9M |
| Calton & Associates, Inc. | 1.75% | Add +42.5% | 365,844 | $11.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.4% | 362,595 | $11.6M |
| Chicago Partners Investment Group LLC | 0.30% | Add +8.4% | 344,277 | $11.5M |
| AQR Capital Management | 0.01% | Add +70.5% | 361,096 | $11.5M |
| Womack Financial LLC | 8.74% | Add +2.9% | 361,093 | $11.5M |
| AE Wealth Management LLC | 0.07% | Add +7.5% | 361,031 | $11.5M |
| Powers Advisory Group, LLC | 4.51% | Add +8.4% | 354,709 | $11.3M |
| Howard Bailey Securities, LLC | 3.19% | Reduce -0.8% | 351,097 | $11.2M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +38.4% | 349,587 | $11.2M |
| Mainsail Financial Group, LLC | 4.75% | Add +1.9% | 346,509 | $11.1M |
| Apollon Wealth Management, LLC | 0.20% | Add +12.0% | 346,169 | $11.0M |
| McCarthy Asset Management, Inc. | 7.06% | Add +1.4% | 344,756 | $11.0M |
| Tudor Investment Corporation | 0.07% | New | 344,608 | $11.0M |
| IHT Wealth Management, LLC | 0.28% | Reduce -16.4% | 344,551 | $11.0M |
| Fairway Financial, LLC | 8.66% | Add +0.3% | 344,321 | $11.0M |
| Shorepoint Capital Partners LLC | 2.18% | — | 343,080 | $10.9M |
| Arbor Trust Wealth Advisors, LLC | 4.89% | Add +1.1% | 340,091 | $10.9M |
| Certior Financial Group, LLC | 7.32% | Add +3.7% | 338,177 | $10.8M |
| DHJJ Financial Advisors, Ltd. | 3.62% | Reduce -0.8% | 334,546 | $10.7M |
| Coldstream Capital Management Inc. | 0.14% | Reduce -1.0% | 330,948 | $10.6M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5.13% | Add +16.4% | 328,663 | $10.5M |
| Cresset Asset Management, LLC | 0.05% | Add +0.8% | 328,444 | $10.5M |
| Certified Advisory Corp | 0.99% | Add +1.6% | 326,613 | $10.4M |
| Keyvantage Wealth, LLC | 4.37% | Reduce -4.8% | 326,297 | $10.4M |
| Ieq Capital, LLC | 0.03% | Reduce -0.2% | 323,489 | $10.3M |
| Apex Wealth Management, LLC | 7.37% | Reduce -0.6% | 323,002 | $10.3M |
| Maridea Wealth Management LLC | 1.60% | Add +11.9% | 318,151 | $10.3M |
| PFG Advisors | 0.42% | New | 322,212 | $10.3M |
| MBA Advisors LLC | 4.34% | Reduce -1.9% | 318,021 | $10.1M |
| Valeo Financial Advisors, LLC | 0.23% | Add +0.1% | 327,519 | $10.1M |
| DAVENPORT & Co LLC | 0.05% | Add +16.4% | 316,896 | $10.1M |
| Sage Financial Management Group, Inc. | 3.17% | Reduce -1.5% | 310,876 | $9.9M |
| Bishop & Co Investment Management, LLC | 3.30% | Reduce -2.8% | 309,238 | $9.9M |
| EWG Elevate Inc. | 3.06% | Reduce -4.8% | 307,095 | $9.8M |
| MSH Capital Advisors LLC | 2.63% | Add +5.3% | 307,080 | $9.8M |
| Cahill Financial Advisors Inc. | 1.11% | Add +7.7% | 306,757 | $9.8M |
| Affinity Capital Advisors, LLC | 1.50% | Reduce -0.3% | 303,766 | $9.8M |
| Capital Squared Financial LLC | 8.46% | Add +11.7% | 305,777 | $9.8M |
| BLB&B Advisors, LLC | 0.42% | Reduce -11.6% | 305,160 | $9.7M |
| Flputnam Investment Management Co. | 0.15% | Reduce -31.3% | 304,737 | $9.7M |
| Bank of New York Mellon Corp | 0.00% | Add +1.6% | 301,837 | $9.6M |
| Independent Solutions Wealth Management, LLC | 1.71% | Add +1.1% | 301,395 | $9.6M |
| Simplicity Wealth,LLC | 0.56% | Reduce -35.4% | 301,157 | $9.6M |
| Noble Family Wealth, LLC | 2.11% | Reduce -1.0% | 299,717 | $9.6M |
| Robertson Stephens Wealth Management, LLC | 0.29% | Add +315.5% | 299,500 | $9.6M |
| Wilkins Miller Wealth Management, LLC | 5.86% | Add +2.3% | 296,501 | $9.5M |
| Smartleaf Asset Management LLC | 0.58% | Add +1414.6% | 297,533 | $9.5M |
| Warner Financial, Inc. | 3.52% | Add +0.5% | 295,751 | $9.4M |
| Brookstone Capital Management | 0.11% | Reduce -2.2% | 294,459 | $9.4M |
| Benjamin Edwards Inc. | 0.11% | Add +8.4% | 291,346 | $9.3M |
| Courage Miller Partners, LLC | 2.75% | Reduce -5.4% | 287,471 | $9.2M |
| Total Wealth Planning, LLC | 1.05% | Reduce -5.4% | 283,590 | $9.0M |
| &partners | 0.06% | Add +14.1% | 277,922 | $8.9M |
| Kickstand Ventures, Llc. | 1.94% | Reduce -14.4% | 275,869 | $8.8M |
| One Charles Private Wealth Services, LLC | 2.31% | Add +13.0% | 275,067 | $8.8M |
| First National Bank Sioux Falls | 2.70% | Reduce -0.8% | 270,876 | $8.6M |
| CoreCap Advisors, LLC | 0.31% | Reduce -1.1% | 269,457 | $8.6M |
| Cambridge Financial Group, LLC | 2.75% | Reduce -1.7% | 268,103 | $8.6M |
| Financially Speaking Inc | 5.61% | Add +8.4% | 267,875 | $8.5M |
| Patriot Financial Group Insurance Agency, LLC | 1.09% | Reduce -37.2% | 267,793 | $8.5M |
| Mayfair Advisory Group, LLC | 3.63% | Add +1.7% | 265,307 | $8.5M |
| JMG Financial Group, Ltd. | 0.24% | Add +0.0% | 264,761 | $8.4M |
| Integrated Investment Consultants, LLC | 1.43% | Add +0.0% | 263,374 | $8.4M |
| Compass Financial Group, INC | 1.24% | Add +8.2% | 259,569 | $8.3M |
| RFG Advisory, LLC | 0.17% | Reduce -32.7% | 255,831 | $8.2M |
| Cambridge Advisors Inc. | 1.59% | Add +0.5% | 254,986 | $8.1M |
| MADDEN SECURITIES Corp | 2.50% | Reduce -3.4% | 254,763 | $8.1M |
| Mill Creek Capital Advisors, LLC | 0.17% | Add +0.0% | 251,928 | $8.0M |
| Snider Financial Group | 2.19% | Add +0.7% | 251,721 | $8.0M |
| Valpey Financial Services, LLC | 5.25% | Reduce -5.2% | 251,275 | $8.0M |
| U.S. Capital Wealth Advisors, LLC | 0.22% | Reduce -7.4% | 250,924 | $8.0M |
| Truepoint, Inc. | 0.19% | Reduce -3.4% | 250,111 | $8.0M |
| Exencial Wealth Advisors, LLC | 0.26% | Reduce -3.1% | 248,434 | $7.9M |
| Vestmark Advisory Solutions, Inc. | 0.15% | Add +39.0% | 244,473 | $7.8M |
| D.B. Root & Company, LLC | 1.97% | Add +10.9% | 243,695 | $7.8M |
| Beacon Bridge Wealth Partners, LLC | 2.75% | Add +7.0% | 242,328 | $7.7M |
| Amara Financial, Llc. | 5.68% | Reduce -0.1% | 241,501 | $7.7M |
| Claro Advisors Inc. | 1.10% | Add +2.3% | 237,079 | $7.6M |
| Joseph P. Lucia & Associates, LLC | 2.85% | Reduce -1.0% | 236,869 | $7.6M |
| CVA Family Office, LLC | 0.96% | Add +40.3% | 233,783 | $7.5M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -3.1% | 233,312 | $7.4M |
| Grey Ledge Advisors, LLC | 1.68% | Add +11.8% | 232,317 | $7.4M |
| Tompkins Financial Corp. | 0.62% | New | 232,016 | $7.4M |
| Betterment LLC | 0.01% | Add +6.0% | 231,318 | $7.4M |
| Institute for Wealth Management, LLC. | 0.77% | Reduce -3.7% | 230,881 | $7.4M |
| Smith, Moore & Co. | 0.56% | Add +4.0% | 230,322 | $7.3M |
| HC Advisors, LLC | 5.15% | Add +17.2% | 229,793 | $7.3M |
| Csenge Advisory Group | 0.35% | Add +4.2% | 229,207 | $7.3M |
| L2 Asset Management, LLC | 1.05% | Add +50.0% | 227,186 | $7.2M |
| Liberty Capital Management, Inc. | 1.36% | Add +2.5% | 226,267 | $7.2M |
| Foster Victor Wealth Advisors, LLC | 0.45% | Add +111.9% | 224,684 | $7.2M |
| Newman Dignan & Sheerar, Inc. | 1.55% | Reduce -2.2% | 225,323 | $7.2M |
| Macroview Investment Management LLC | 5.39% | Add +6.0% | 224,798 | $7.2M |
| Gleason Group, Inc. | 0.72% | Reduce -6.6% | 224,645 | $7.2M |
| Westbourne Investment Advisors, Inc. | 1.99% | Add +12.7% | 223,534 | $7.1M |
| Quantinno Capital Management LP | 0.02% | Add +45.4% | 222,152 | $7.1M |
| Fingerlakes Wealth Management, Inc. | 4.54% | Add +11.9% | 218,248 | $7.0M |
| Retirement Planning Group, LLC | 0.24% | Reduce -4.1% | 217,594 | $6.9M |
| HBW Advisory Services LLC | 0.78% | Add +44.6% | 217,257 | $6.9M |
| Pinnacle Family Advisors, LLC | 3.01% | Add +3.1% | 216,517 | $6.9M |
| Nestegg Advisors, Inc. | 6.12% | Add +7.0% | 216,006 | $6.9M |
| CreativeOne Wealth, LLC | 0.17% | Reduce -34.3% | 215,639 | $6.9M |
| Acorn Wealth Advisors, LLC | 2.15% | Add +25.3% | 214,624 | $6.8M |
| IMA Advisory Services, Inc. | 0.69% | Reduce -6.0% | 214,197 | $6.8M |
| Clearstead Advisors, LLC | 0.10% | Reduce -2.4% | 212,239 | $6.8M |
| Spectrum Asset Management, Inc. (NB/CA) | 2.38% | Add +0.5% | 212,025 | $6.8M |
| Creative Financial Designs Inc. | 0.45% | Reduce -1.5% | 211,635 | $6.8M |
| JFS Wealth Advisors, LLC | 0.39% | Reduce -1.8% | 210,694 | $6.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +6.3% | 210,407 | $6.7M |
| MRWM Advisors, LLC | 3.82% | Add +26.1% | 210,050 | $6.7M |
| Blair William & Co. | 0.02% | Add +29.6% | 206,008 | $6.6M |
| Silver Oak Securities, Incorporated | 0.49% | Add +65.4% | 205,096 | $6.5M |
| Flagship Wealth Advisors, LLC | 2.14% | Add +50.5% | 203,727 | $6.5M |
| Founders Financial Securities LLC | 0.43% | Reduce -1.9% | 197,968 | $6.3M |
| Wealthspire Advisors, LLC | 0.03% | Add +2.0% | 197,508 | $6.3M |
| Wealthspire Retirement, LLC | 0.40% | Add +39.4% | 197,422 | $6.3M |
| Menora Mivtachim Holdings LTD. | 0.03% | No change | 196,932 | $6.3M |
| CX Institutional | 0.19% | Add +3.6% | 196,485 | $6.3M |
| Silverlake Wealth Management LLC | 1.52% | Add +6.9% | 194,507 | $6.2M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -1.9% | 193,247 | $6.2M |
| Fermata Advisors, LLC | 1.56% | Add +34.7% | 192,959 | $6.2M |
| Avior Wealth Management, LLC | 0.20% | Reduce -2.0% | 192,616 | $6.1M |
| Guardian Financial Partners, LLC | 2.57% | Reduce -1.2% | 191,153 | $6.1M |
| Steele Capital Management, Inc. | 0.27% | Reduce -4.5% | 190,339 | $6.1M |
| Orgel Wealth Management, LLC | 0.14% | Add +10.4% | 189,826 | $6.1M |
| Fifth Third Securities, Inc. | 0.40% | Reduce -6.7% | 183,622 | $5.9M |
| Magnus Financial Group LLC | 0.46% | Add +20.1% | 183,598 | $5.9M |
| Regal Investment Advisors LLC | 0.38% | Add +9.1% | 183,119 | $5.8M |
| Arkadios Wealth Advisors | 0.14% | Reduce -5.4% | 182,010 | $5.8M |
| Long Island Wealth Management, Inc. | 2.80% | Reduce -0.3% | 180,074 | $5.7M |
| Compass Advisory Group LLC | 1.60% | Reduce -8.7% | 178,194 | $5.7M |
| Global Retirement Partners, LLC | 0.13% | Reduce -0.4% | 177,669 | $5.7M |
| Diversify Wealth Management, LLC | 0.33% | Reduce -0.2% | 169,039 | $5.7M |
| Eagle Capital Management, LLC | 2.14% | Add +2.0% | 177,228 | $5.7M |
| Thoroughbred Financial Services, LLC | 0.35% | Reduce -3.3% | 176,732 | $5.6M |
| Dynamic Advisor Solutions LLC | 0.16% | Reduce -34.3% | 176,515 | $5.6M |
| Hengehold Capital Management LLC | 0.48% | Reduce -1.0% | 174,493 | $5.6M |
| Madden Advisory Services, Inc. | 2.34% | Add +2.6% | 174,258 | $5.6M |
| Chesapeake Wealth Management | 1.70% | Add +0.7% | 174,195 | $5.6M |
| Wealthedge Investment Advisors, LLC | 2.10% | Add +1.8% | 173,579 | $5.5M |
| Dakota Wealth Management | 0.11% | Reduce -7.5% | 172,822 | $5.5M |
| GeoWealth Management, LLC | 0.20% | Add +137.2% | 172,652 | $5.5M |
| Optima Capital LLC | 2.66% | Add +64.7% | 171,554 | $5.5M |
| Prostatis Group LLC | 1.36% | Reduce -43.2% | 170,494 | $5.4M |
| Panoramic Investment Advisors, LLC | 3.05% | Add +6.2% | 170,051 | $5.4M |
| Cambridge Capital Management, LLC | 2.57% | Reduce -1.4% | 168,100 | $5.4M |
| WPG Advisers, LLC | 4.14% | Add +9.4% | 167,440 | $5.3M |
| Consolidated Portfolio Review Corp | 0.67% | Add +12.3% | 167,253 | $5.3M |
| Strategic Planning Group, LLC | 0.72% | Reduce -73.2% | 167,251 | $5.3M |
| HCR Wealth Advisors | 0.55% | Add +0.5% | 165,517 | $5.3M |
| RTD Financial Advisors, Inc. | 0.63% | Reduce -0.9% | 164,191 | $5.2M |
| Rwa Wealth Partners, LLC | 0.06% | Reduce -14.9% | 163,496 | $5.2M |
| Harbor Asset Planning, Inc. | 4.65% | Add +1.4% | 162,915 | $5.2M |
| Nabity-Jensen Investment Management Inc | 3.56% | Reduce -0.5% | 161,006 | $5.1M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -3.3% | 159,281 | $5.1M |
| Bigelow Investment Advisors, LLC | 2.04% | Add +2.1% | 158,860 | $5.1M |
| Centaurus Financial, Inc. | 0.24% | Add +4.9% | 157,905 | $5.0M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +2.3% | 157,792 | $5.0M |
| Perissos Private Wealth Management, LLC | 3.65% | Add +2.0% | 157,212 | $5.0M |
| Winthrop Capital Management, LLC | 1.21% | Reduce -3.0% | 156,558 | $5.0M |
| Milestone Asset Management Group, LLC | 3.12% | Add +0.0% | 155,533 | $5.0M |
| Ami Investment Management Inc. | 1.14% | Add +194.5% | 154,439 | $4.9M |
| Arcadia Investment Advisors LLC | 2.39% | Reduce -0.9% | 154,124 | $4.9M |
| Boyd Wealth Management, LLC | 2.11% | Reduce -5.2% | 153,752 | $4.9M |
| Wesbanco Bank Inc. | 0.14% | Reduce -2.0% | 153,649 | $4.9M |
| Kane Investment Management, Inc. | 2.38% | Reduce -3.4% | 153,377 | $4.9M |
| Brown Wealth Management, LLC | 1.37% | Reduce -1.3% | 152,344 | $4.9M |
| Baring Financial LLC | 3.30% | Add +8.5% | 151,611 | $4.8M |
| Trek Financial, LLC | 0.29% | Add +6.3% | 151,489 | $4.8M |
| Parsonex Advisory Services, Inc. | 3.28% | Add +0.3% | 150,981 | $4.8M |
| Synovus Financial Corp. | 0.05% | Reduce -6.8% | 150,346 | $4.8M |
| Pacific Wealth Strategies Group, Inc. | 2.95% | Add +8.5% | 150,022 | $4.8M |
| Latko Wealth Management, Ltd. | 2.41% | Add +29.2% | 148,692 | $4.7M |
| Arlington Trust Co LLC | 0.84% | No change | 145,800 | $4.7M |
| Cassaday & Co Wealth Management LLC | 0.11% | Add +12.7% | 144,991 | $4.6M |
| Gladstone Institutional Advisory LLC | 0.18% | Add +2.1% | 144,594 | $4.6M |
| BridgePort Financial Solutions, LLC | 1.24% | Add +12.9% | 144,105 | $4.6M |
| Fagan Associates, Inc. | 0.63% | Add +0.2% | 142,809 | $4.6M |
| Q3 Asset Management | 1.54% | New | 141,160 | $4.5M |
| Embree Financial Group | 0.60% | Reduce -1.2% | 140,883 | $4.5M |
| Composition Wealth, LLC | 0.07% | Add +2.3% | 140,540 | $4.5M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +12.3% | 140,433 | $4.5M |
| Advisory Alpha, LLC | 0.12% | Add +4.3% | 138,870 | $4.5M |
| Burns Matteson Capital Management, LLC | 1.87% | Add +2.3% | 139,478 | $4.5M |
| Bank of Montreal | 0.00% | Reduce -5.4% | 139,279 | $4.4M |
| Uniting Wealth Partners, LLC | 1.04% | New | 138,161 | $4.4M |
| CENTRAL TRUST Co | 0.09% | Add +10451.4% | 137,907 | $4.4M |
| American Trust | 0.37% | Add +3.1% | 137,062 | $4.4M |
| Diversified Trust Co. | 0.09% | Add +0.0% | 136,437 | $4.4M |
| Pathstone Holdings, LLC | 0.02% | Add +0.9% | 136,179 | $4.3M |
| Cooper Financial Group | 0.48% | Reduce -49.6% | 135,644 | $4.3M |
| Forefront Wealth Partners, LLC | 1.09% | Add +197.6% | 135,546 | $4.3M |
| Wealthfront Advisers LLC | 0.01% | Add +26.5% | 135,197 | $4.3M |
| Guerra Pan Advisors, LLC | 2.61% | Add +0.0% | 135,061 | $4.3M |
| Linscomb Wealth, Inc. | 0.19% | Reduce -0.0% | 134,723 | $4.3M |
| Blue Barn Wealth, LLC | 1.88% | Reduce -8.3% | 134,283 | $4.3M |
| Fsa Wealth Partners, Inc. | 1.65% | Reduce -2.6% | 133,997 | $4.3M |
| Brandywine Oak Private Wealth LLC | 0.37% | Add +3.9% | 133,245 | $4.3M |
| Barden Capital Management, Inc. | 3.53% | Reduce -2.8% | 133,013 | $4.2M |
| Leavell Investment Management, Inc. | 0.18% | Reduce -0.7% | 132,146 | $4.2M |
| FSC Wealth Advisors, LLC | 2.42% | Reduce -0.7% | 131,722 | $4.2M |
| Pallas Capital Advisors LLC | 0.15% | Reduce -3.3% | 131,493 | $4.2M |
| Dana Investment Advisors, Inc. | 0.12% | Reduce -0.8% | 131,150 | $4.2M |
| KPP Advisory Services LLC | 0.62% | Add +2.6% | 130,661 | $4.2M |
| Northern Trust Corp. | 0.00% | Add +10.6% | 129,687 | $4.1M |
| Secure Asset Management, LLC | 0.68% | Add +63.3% | 128,641 | $4.1M |
| RFG - Bristol Wealth Advisors, LLC | 1.19% | Add +2.3% | 129,192 | $4.1M |
| Quotient Wealth Partners, LLC | 0.11% | Reduce -1.4% | 128,552 | $4.1M |
| Murphy & Mullick Capital Management Corp | 3.04% | Add +6.6% | 128,170 | $4.1M |
| Athena Investment Management | 2.13% | Reduce 0.0% | 128,143 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -7.9% | 127,642 | $4.1M |
| Corient Private Wealth LP | 0.01% | Reduce -22.6% | 127,372 | $4.1M |
| Joseph Group Capital Management | 1.14% | Add +8.9% | 126,891 | $4.0M |
| OneAscent Financial Services LLC | 0.27% | Reduce -13.5% | 125,841 | $4.0M |
| Asset Dedication, LLC | 0.27% | Reduce -7.3% | 124,739 | $4.0M |
| GenWealth Group, Inc. | 0.74% | Reduce -2.1% | 124,712 | $4.0M |
| Veridan Wealth LLC | 1.36% | — | 123,569 | $3.9M |
| Aire Advisors, LLC | 0.70% | Reduce -0.9% | 120,975 | $3.9M |
| New Hampshire Trust | 0.74% | Add +50.1% | 120,036 | $3.8M |
| Money Concepts Capital Corp. | 0.24% | Reduce -35.3% | 119,632 | $3.8M |
| Tempus Wealth Planning, LLC | 0.87% | Add +6.5% | 118,916 | $3.8M |
| Texas Yale Capital Corp. | 0.12% | Add +5.3% | 118,534 | $3.8M |
| Diversify Advisory Services, LLC | 0.13% | Add +38.0% | 112,352 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.5% | 117,870 | $3.8M |
| Nwam LLC | 0.20% | Reduce -1.2% | 115,004 | $3.7M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -85.4% | 115,952 | $3.7M |
| Independent Advisor Alliance | 0.10% | Reduce -0.8% | 115,191 | $3.7M |
| Curi Capital, LLC | 0.07% | Reduce -1.6% | 114,442 | $3.7M |
| Wealthgarden F.S. LLC | 2.59% | Add +5.2% | 112,405 | $3.6M |
| Diversified Enterprises, LLC | 0.24% | Reduce -7.5% | 113,292 | $3.6M |
| Broadview Financial Management, LLC | 2.44% | Reduce -2.6% | 113,205 | $3.6M |
| LifePlan Investment Advisors, Inc. | 1.50% | Reduce -1.1% | 112,424 | $3.6M |
| Royal Fund Management, LLC | 0.43% | Reduce -64.0% | 112,402 | $3.6M |
| Schmidt P J Investment Management Inc. | 0.59% | Add +26.8% | 111,746 | $3.6M |
| FC Advisory LLC | 1.03% | Add +0.5% | 110,041 | $3.5M |
| Bensler, LLC | 0.36% | Reduce -3.5% | 109,911 | $3.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Reduce -0.2% | 109,782 | $3.5M |
| KMG Fiduciary Partners, LLC | 0.23% | Reduce -10.0% | 109,376 | $3.5M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Add +44.1% | 108,307 | $3.5M |
| AllGen Financial Advisors, Inc. | 0.85% | Reduce -16.9% | 107,922 | $3.4M |
| Apella Capital, LLC | 0.08% | Add +165.0% | 108,134 | $3.4M |
| N.E.W. Advisory Services LLC | 0.31% | Add +84.6% | 107,397 | $3.4M |
| Larson Financial Group LLC | 0.12% | Add +2.1% | 107,296 | $3.4M |
| Staley Capital Advisers Inc. | 0.14% | No change | 129,510 | $3.4M |
| Nalls Sherbakoff Group, LLC | 2.30% | Reduce -1.5% | 106,682 | $3.4M |
| Parkside Financial Bank & Trust | 0.26% | Reduce -1.3% | 106,551 | $3.4M |
| Bawa N Mallick Trust | 1.29% | No change | 106,520 | $3.4M |
| Brand Asset Management Group, Inc. | 0.95% | Reduce -3.7% | 105,872 | $3.4M |
| Avestar Capital, LLC | 0.24% | Reduce -2.1% | 105,664 | $3.4M |
| Elgethun Capital Management | 0.61% | New | 105,073 | $3.4M |
| Oxinas Partners, LLC | 1.78% | Reduce -0.4% | 104,312 | $3.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +2.6% | 104,194 | $3.3M |
| Condor Capital Management | 0.27% | Reduce -2.2% | 104,101 | $3.3M |
| Ciovacco Capital Management LLC | 1.67% | Reduce -1.7% | 104,076 | $3.3M |
| Bfsg, LLC | 0.32% | Reduce -1.1% | 103,035 | $3.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.39% | Add +3.6% | 102,612 | $3.3M |
| Alliance Wealth Management Group | 0.73% | Reduce -0.0% | 102,194 | $3.3M |
| Towercrest Capital Management | 0.52% | Reduce -0.0% | 102,194 | $3.3M |
| Revisor Wealth Management LLC | 1.11% | Reduce -2.7% | 99,144 | $3.2M |
| Nikulski Financial, Inc. | 0.81% | Add +3.7% | 100,803 | $3.2M |
| Clearview Wealth Advisors LLC | 2.06% | Add +4.9% | 100,709 | $3.2M |
| Capital CS Group, LLC | 5.26% | Add +18.0% | 100,261 | $3.2M |
| Avant Capital LLC | 2.22% | Add +0.7% | 99,099 | $3.2M |
| Midwest Financial Group LLC | 1.50% | Add +31.8% | 98,902 | $3.2M |
| Game Plan Financial Advisors, LLC | 1.44% | Reduce -3.7% | 119,363 | $3.1M |
| Signaturefd, LLC | 0.05% | Reduce -9.8% | 98,181 | $3.1M |
| Onyx Bridge Wealth Group LLC | 0.34% | New | 97,812 | $3.1M |
| Milestone Asset Management, LLC | 0.59% | Add +35.5% | 97,443 | $3.1M |
| Sightline Wealth Advisors, LLC | 1.40% | Add +12.1% | 97,238 | $3.1M |
| Millennium Capital Advisors, LLC | 1.87% | Reduce -8.6% | 97,146 | $3.1M |
| J Hagan Capital, Inc. | 1.85% | Add +3.9% | 95,933 | $3.1M |
| CIBC Private Wealth Group LLC | 0.01% | Add +1.3% | 95,018 | $3.0M |
| Kohmann Bosshard Financial Services, LLC | 0.31% | Reduce -44.2% | 94,766 | $3.0M |
| Summit Financial Wealth Advisors, LLC | 0.47% | Reduce -3.7% | 94,197 | $3.0M |
| Crux Wealth Advisors | 1.18% | Reduce -0.1% | 92,927 | $3.0M |
| Santori & Peters, Inc. | 1.06% | Reduce -7.6% | 92,653 | $3.0M |
| Heirloom Wealth Management | 0.71% | Reduce -18.6% | 92,452 | $3.0M |
| Birchbrook, Inc. | 1.52% | Reduce -1.4% | 92,252 | $2.9M |
| Pacific Capital Wealth Advisors, Inc. | 0.51% | Reduce -0.0% | 92,195 | $2.9M |
| JT Stratford LLC | 0.39% | Add +11.4% | 91,237 | $2.9M |
| Hershey Financial Advisers, LLC | 2.48% | Reduce -17.1% | 90,705 | $2.9M |
| Scott Capital Advisors, LLC | 0.65% | Reduce -0.8% | 88,249 | $2.9M |
| Allen Capital Group, LLC | 0.27% | Add +12.2% | 89,713 | $2.9M |
| Avity Investment Management Inc. | 0.19% | Add +75.8% | 86,582 | $2.8M |
| Highland Financial Advisors, LLC | 0.79% | No change | 86,312 | $2.8M |
| Sage Mountain Advisors LLC | 0.16% | No change | 86,044 | $2.7M |
| Barnes Wealth Management Group, Inc | 1.50% | Reduce -1.8% | 85,497 | $2.7M |
| United Advisor Group, LLC | 0.37% | Add +0.1% | 85,373 | $2.7M |
| Virtue Capital Management, LLC | 0.43% | New | 103,005 | $2.7M |
| True Vision MN LLC | 1.41% | Reduce -0.3% | 84,789 | $2.7M |
| Becker Capital Management Inc. | 0.08% | Reduce -2.6% | 84,681 | $2.7M |
| Werba Rubin Papier Wealth Management | 0.43% | Reduce -1.3% | 83,669 | $2.7M |
| BlackRock, Inc. | 0.00% | Add +91.0% | 83,288 | $2.7M |
| Smithfield Trust Co | 0.12% | Reduce -2.9% | 82,746 | $2.6M |
| TFR Capital, LLC. | 0.88% | Add +1.1% | 82,248 | $2.6M |
| Prospera Financial Services Inc | 0.04% | Reduce -1.8% | 81,756 | $2.6M |
| Hurley Capital, LLC | 1.47% | Add +0.1% | 81,674 | $2.6M |
| Petra Financial Advisors Inc. | 1.51% | Add +4.5% | 81,078 | $2.6M |
| HBK Sorce Advisory LLC | 0.06% | Add +7.2% | 80,609 | $2.6M |
| Valley Forge Investment Consultants Inc. Adv | 0.75% | Add +10.0% | 80,578 | $2.6M |
| Precision Wealth Strategies, LLC | 0.83% | Reduce -63.7% | 80,408 | $2.6M |
| Westbourne Investments, Inc. | 1.22% | Reduce -12.2% | 76,451 | $2.5M |
| McKinley Carter Wealth Services, Inc. | 0.13% | Reduce -1.7% | 79,831 | $2.5M |
| Moors & Cabot, Inc. | 0.11% | Add +8.8% | 79,641 | $2.5M |
| Aventus Investment Advisors, Inc. | 2.15% | Reduce -2.5% | 79,010 | $2.5M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +29.6% | 78,987 | $2.5M |
| Fortress Private Ledger, LLC | 0.92% | Add +1.1% | 78,700 | $2.5M |
| Waterloo Capital, L.P. | 0.19% | Reduce -1.2% | 78,262 | $2.5M |
| Advyzon Investment Management, LLC | 0.43% | Add +61.1% | 78,014 | $2.5M |
| Old Port Advisors | 0.63% | Reduce -4.2% | 77,894 | $2.5M |
| Spire Wealth Management | 0.08% | Add +22.7% | 77,673 | $2.5M |
| LexAurum Advisors, LLC | 0.35% | Reduce -12.2% | 77,658 | $2.5M |
| Apriem Advisors | 0.23% | Add +0.1% | 77,581 | $2.5M |
| Madison Wealth Partners, Inc | 0.48% | Add +0.7% | 76,626 | $2.4M |
| Townsend Asset Management Corp. /NC/ | 0.86% | Reduce -24.0% | 75,655 | $2.4M |
| Robinson Smith Wealth Advisors LLC | 1.72% | Reduce -1.0% | 75,140 | $2.4M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +294.5% | 75,131 | $2.4M |
| Strategic Advocates LLC | 0.62% | Reduce -0.6% | 75,086 | $2.4M |
| Cooper/Haims Advisors, LLC | 1.11% | Add +0.0% | 74,670 | $2.4M |
| Comprehensive Financial Planning, Inc. | 1.63% | Add +26.8% | 74,573 | $2.4M |
| Duncker Streett & Co. Inc. | 0.41% | Reduce -0.2% | 74,395 | $2.4M |
| Old National Bancorp | 0.04% | No change | 73,948 | $2.4M |
| Strategic Advisors LLC | 0.38% | Reduce -2.8% | 73,923 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.13% | Add +2.7% | 73,818 | $2.4M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -11.8% | 73,517 | $2.3M |
| McCarthy & Cox | 0.53% | Add +3.7% | 73,453 | $2.3M |
| Montis Financial, LLC | 0.54% | Reduce -1.1% | 73,452 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +12.4% | 73,388 | $2.3M |
| Bristlecone Advisors, LLC | 0.20% | Add +0.0% | 73,325 | $2.3M |
| Wedmont Private Capital | 0.09% | Add +8.8% | 72,674 | $2.3M |
| Columbus Macro, LLC | 0.27% | Reduce -0.3% | 73,113 | $2.3M |
| Reston Wealth Management LLC | 0.75% | Reduce -1.8% | 72,860 | $2.3M |
| Aspen Grove Capital, LLC | 0.39% | Reduce -2.0% | 72,680 | $2.3M |
| Tenret Co LLC | 1.20% | No change | 72,543 | $2.3M |
| James Investment Research, Inc. | 0.25% | Add +13.8% | 72,541 | $2.3M |
| R. W. Roge & Company, Inc. | 1.18% | Reduce -1.0% | 72,224 | $2.3M |
| Beaumont Financial Advisors, LLC | 0.15% | No change | 71,980 | $2.3M |
| Michels Family Financial, LLC | 1.78% | Add +4.2% | 71,823 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.4% | 71,328 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.18% | Add +1.6% | 71,236 | $2.3M |
| Blue Bell Private Wealth Management, LLC | 0.35% | Add +0.8% | 71,143 | $2.3M |
| Clear Creek Financial Management, LLC | 0.19% | Add +66.9% | 69,582 | $2.2M |
| Appleton Partners Inc. | 0.15% | Reduce -6.1% | 69,326 | $2.2M |
| Quadcap Wealth Management, LLC | 0.26% | Reduce -5.5% | 69,149 | $2.2M |
| Chesley Taft & Associates LLC | 0.09% | No change | 68,203 | $2.2M |
| Medallion Wealth Advisors, LLC | 0.77% | Add +15.7% | 68,103 | $2.2M |
| Atlas Wealth Partners, LLC | 2.20% | Add +12.2% | 67,413 | $2.2M |
| Equity Wealth Partners, LLC | 1.74% | — | 67,184 | $2.1M |
| Avidian Wealth Enterprises, LLC | 0.08% | Reduce -1.0% | 67,162 | $2.1M |
| Tactive Advisors, LLC | 0.61% | Add +4.9% | 67,055 | $2.1M |
| Crescent Sterling, Ltd. | 2.25% | Add +0.7% | 66,992 | $2.1M |
| Signet Investment Advisory Group, Inc. | 1.02% | Reduce -1.8% | 66,815 | $2.1M |
| BLVD Private Wealth, LLC | 1.80% | Reduce -3.8% | 65,796 | $2.1M |
| Westmount Partners, LLC | 0.54% | Add +0.0% | 64,666 | $2.1M |
| IFG Advisory, LLC | 0.09% | Add +7.0% | 64,816 | $2.1M |
| Park Place Capital Corp | 0.44% | Add +1.2% | 64,754 | $2.1M |
| AlphaCore Capital LLC | 0.07% | Add +7.4% | 64,298 | $2.1M |
| Indie Asset Partners, LLC | 2.73% | Add +0.6% | 64,224 | $2.0M |
| Strategic Wealth Partners, Ltd. | 0.15% | Add +17621.1% | 63,796 | $2.0M |
| John W. Brooker & Co., CPAs | 4.10% | Add +0.1% | 63,293 | $2.0M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -0.4% | 62,432 | $2.0M |
| Axxcess Wealth Management, LLC | 0.04% | Add +32.7% | 61,347 | $2.0M |
| K2 Financial Inc. | 1.57% | Add +21.9% | 60,984 | $2.0M |
| Prestige Wealth Management Group LLC | 0.38% | Reduce -3.4% | 61,074 | $1.9M |
| Integrity Financial Corp | 0.93% | Add +22.9% | 61,021 | $1.9M |
| Herold Advisors, Inc. | 0.45% | Add +11.7% | 60,779 | $1.9M |
| Sachetta, LLC | 0.72% | Reduce -1.1% | 60,586 | $1.9M |
| Rinkey Investments | 0.51% | No change | 60,311 | $1.9M |
| Investors Research Corp | 0.36% | Add +4.4% | 60,267 | $1.9M |
| Sprinkle Financial Consultants LLC | 1.06% | Add +0.2% | 59,608 | $1.9M |
| New England Private Wealth Advisors LLC | 0.25% | Add +0.0% | 59,536 | $1.9M |
| Stevens Capital Partners | 0.56% | Add +6.7% | 59,041 | $1.9M |
| Lodestar Private Asset Management LLC | 0.20% | Reduce -31.3% | 59,018 | $1.9M |
| Payne Capital LLC | 1.91% | — | 58,879 | $1.9M |
| Stewardship Advisors, LLC | 0.44% | Reduce -7.5% | 58,805 | $1.9M |
| MidAtlantic Capital Management, Inc. | 1.28% | Reduce -0.0% | 58,561 | $1.9M |
| GW Henssler & Associates Ltd. | 0.09% | Reduce -8.0% | 58,331 | $1.9M |
| Financial Consulate, Inc. | 0.26% | Add +0.1% | 58,254 | $1.9M |
| Brown Advisory Inc. | 0.00% | Add +3.8% | 58,242 | $1.9M |
| Comerica Bank | 0.01% | Reduce -1.0% | 58,102 | $1.9M |
| Bailard, Inc. | 0.04% | No change | 57,812 | $1.8M |
| RDA Financial Network | 0.45% | Add +40.3% | 57,462 | $1.8M |
| Yelin Lapidot Holdings Management Ltd. | 0.38% | No change | 57,120 | $1.8M |
| Ancora Advisors LLC | 0.04% | Reduce -4.5% | 57,111 | $1.8M |
| Prospect Financial Services LLC | 1.04% | Add +11.6% | 56,929 | $1.8M |
| Pine Valley Investments Ltd Liability Co | 0.09% | Reduce -4.6% | 56,667 | $1.8M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +10.2% | 56,348 | $1.8M |
| Retirement Income Solutions, Inc. | 0.31% | No change | 56,200 | $1.8M |
| Ameritas Advisory Services, LLC | 0.12% | Reduce -72.0% | 55,962 | $1.8M |
| Capital Advisors Wealth Management, LLC | 0.25% | Add +2.4% | 55,680 | $1.8M |
| First County Bank | 0.91% | Add +6.3% | 55,662 | $1.8M |
| Whitener Capital Management, Inc. | 0.42% | Add +13.6% | 55,024 | $1.8M |
| Carnegie Investment Counsel | 0.03% | Add +0.1% | 54,900 | $1.8M |
| JBR Co Financial Management Inc | 0.74% | Add +13.1% | 54,629 | $1.7M |
| MFG Wealth Management, Inc. | 1.32% | New | 54,623 | $1.7M |
| Simon Quick Advisors, LLC | 0.08% | Add +0.1% | 54,383 | $1.7M |
| Fort Sheridan Advisors LLC | 0.22% | Add +10.9% | 53,452 | $1.7M |
| Keystone Financial Group | 0.13% | Reduce -2.2% | 53,200 | $1.7M |
| Lloyd Advisory Services, LLC. | 0.80% | New | 53,149 | $1.7M |
| Kiley Juergens Wealth Management, LLC | 0.37% | Add +5.3% | 52,434 | $1.7M |
| StoneX Group Inc. | 0.07% | Reduce -36.8% | 51,962 | $1.7M |
| BG Investment Services, LLC | 1.63% | Add +416.9% | 51,860 | $1.7M |
| Oxford Financial Group, LTD. LLC | 0.09% | Add +0.0% | 51,733 | $1.7M |
| Tiaa Trust, National Association | 0.00% | Add +0.0% | 51,728 | $1.7M |
| Tyche Wealth Partners LLC | 0.29% | New | 51,584 | $1.6M |
| JFG Wealth Management, LLC | 0.32% | Reduce -3.4% | 51,584 | $1.6M |
| Arthur M. Cohen & Associates, LLC | 0.27% | No change | 50,648 | $1.6M |
| Arista Wealth Management, LLC | 0.20% | No change | 50,412 | $1.6M |
| Optivise Advisory Services LLC | 0.95% | Add +1.3% | 50,122 | $1.6M |
| WCG Wealth Advisors LLC | 0.10% | Add +4.8% | 50,015 | $1.6M |
| Segment Wealth Management, LLC | 0.10% | Reduce -5.7% | 49,997 | $1.6M |
| Cynosure Group, LLC | 0.17% | Add +48.1% | 49,816 | $1.6M |
| Capital Analysts, LLC | 0.05% | Add +1.6% | 49,678 | $1.6M |
| Sculati Wealth Management, LLC | 0.56% | Reduce -0.3% | 49,665 | $1.6M |
| SageView Advisory Group, LLC | 0.05% | Reduce -2.2% | 49,484 | $1.6M |
| Security National Bank of So Dak | 0.79% | Reduce -0.5% | 49,413 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +16.3% | 49,217 | $1.6M |
| Cloud Capital Management, LLC | 0.82% | Add +2.1% | 48,644 | $1.6M |
| Ascentis Independent Advisors | 0.26% | Reduce -0.8% | 48,594 | $1.6M |
| Modus Advisors, LLC | 0.42% | Reduce -2.6% | 48,197 | $1.5M |
| Two West Capital Advisors LLC | 0.93% | Add +11.1% | 47,002 | $1.5M |
| BCS Wealth Management | 0.34% | Reduce -18.5% | 47,855 | $1.5M |
| Boyum Wealth Architects LLC | 0.94% | Reduce -11.6% | 47,643 | $1.5M |
| Destination Wealth Management | 0.04% | Reduce -0.7% | 47,100 | $1.5M |
| Stonebrook Private Inc. | 0.32% | Add +23.2% | 46,949 | $1.5M |
| Adams Asset Advisors, LLC | 0.20% | Add +0.6% | 46,858 | $1.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.02% | Reduce -77.2% | 46,769 | $1.5M |
| Brookwood Investment Group LLC | 0.19% | Reduce -18.4% | 46,744 | $1.5M |
| Keel Point, LLC | 0.09% | Reduce -4.1% | 46,436 | $1.5M |
| Paradigm Capital Management, LLC | 1.48% | Add +0.1% | 46,388 | $1.5M |
| Davis Capital Management | 1.02% | — | 46,131 | $1.5M |
| OneAscent Family Office, LLC | 1.20% | Add +7.9% | 46,099 | $1.5M |
| Accredited Investors Inc. | 0.08% | Add +0.0% | 45,707 | $1.5M |
| Great Waters Wealth Management | 0.17% | Reduce -22.2% | 45,541 | $1.5M |
| Millington Financial Advisors, LLC | 0.69% | Reduce -4.8% | 44,240 | $1.4M |
| LongView Wealth Management | 0.38% | Add +8.7% | 44,352 | $1.4M |
| Pennsylvania Capital Management Inc. | 0.41% | Add +17.0% | 44,029 | $1.4M |
| Lederer & Associates Investment Counsel | 0.91% | Add +79.3% | 43,971 | $1.4M |
| TrueWealth Advisors, LLC | 0.37% | Add +0.0% | 43,380 | $1.4M |
| Redwood Financial Network Corp | 0.87% | Add +1.4% | 42,998 | $1.4M |
| HMV Wealth Advisors, LLC | 0.75% | Reduce -3.4% | 42,744 | $1.4M |
| Insight Wealth Partners, LLC | 0.60% | Add +3.3% | 42,567 | $1.4M |
| VestGen Advisors, LLC | 0.05% | No change | 42,408 | $1.4M |
| Western Wealth Management, LLC | 0.07% | New | 42,117 | $1.3M |
| Fusion Capital, LLC | 0.39% | Reduce -6.5% | 40,219 | $1.3M |
| Pinion Investment Advisors, LLC | 0.37% | Add +93.2% | 40,968 | $1.3M |
| Capital Advisors Inc. | 0.02% | Add +53.0% | 41,773 | $1.3M |
| Verus Capital Partners, LLC | 0.10% | Add +12.7% | 41,646 | $1.3M |
| Strategic Investment Solutions, Inc. | 0.35% | Add +7.2% | 41,495 | $1.3M |
| Aprio Wealth Management, LLC | 0.13% | Reduce -5.9% | 41,246 | $1.3M |
| Gilbert & Cook, Inc. | 0.17% | Reduce -1.0% | 41,102 | $1.3M |
| Marotta Asset Management | 0.25% | Reduce -2.0% | 40,731 | $1.3M |
| Blue Sky Capital Consultants Group, Inc. | 0.57% | Reduce -3.3% | 40,717 | $1.3M |
| Cornerstone Wealth Group, LLC | 0.09% | Add +1.2% | 40,698 | $1.3M |
| AdvisorNet Financial, Inc | 0.07% | Add +13.9% | 40,687 | $1.3M |
| Woodmont Investment Counsel LLC | 0.09% | Add +0.8% | 40,616 | $1.3M |
| SIMA Wealth Partners, LLC | 0.99% | Reduce -0.3% | 40,536 | $1.3M |
| Guardian Asset Advisors, LLC | 0.70% | Reduce -6.1% | 40,498 | $1.3M |
| GWN Securities Inc. | 0.30% | Reduce -35.7% | 40,356 | $1.3M |
| CGN Advisors LLC | 0.11% | Add +28.6% | 40,259 | $1.3M |
| Advocacy Wealth Management, LLC | 0.06% | New | 40,187 | $1.3M |
| Safeguard Investment Advisory Group, LLC | 0.32% | Add +76.3% | 39,824 | $1.3M |
| Sowell Financial Services LLC | 0.05% | Add +13.7% | 39,326 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -98.1% | 38,834 | $1.2M |
| Beacon Financial Advisory LLC | 0.29% | Reduce -9.6% | 38,694 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +3828.4% | 38,381 | $1.2M |
| KCM Investment Advisors LLC | 0.04% | Add +0.0% | 38,277 | $1.2M |
| Asset Management Group, Inc. | 0.20% | Add +0.1% | 38,275 | $1.2M |
| Mission Wealth Management, LP | 0.02% | Add +16.6% | 38,076 | $1.2M |
| Capital Square, LLC | 0.61% | Reduce -1.0% | 37,688 | $1.2M |
| Quartz Partners, LLC | 0.43% | Add +27.7% | 37,545 | $1.2M |
| Wisconsin Wealth Advisors, LLC | 1.14% | Add +64.4% | 37,479 | $1.2M |
| NewEdge Wealth, LLC | 0.02% | No change | 36,219 | $1.2M |
| SevenBridge Financial Group, LLC | 0.20% | Reduce -13.8% | 36,114 | $1.2M |
| Colorado Capital Management, Inc. | 0.46% | Add +0.2% | 37,299 | $1.2M |
| Evercore Wealth Management, LLC | 0.02% | No change | 37,120 | $1.2M |
| Paragon Private Wealth Management, LLC | 0.38% | Add +10.3% | 36,464 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -1.7% | 36,405 | $1.2M |
| Sunburst Financial Group, LLC | 0.24% | Reduce -2.3% | 36,350 | $1.2M |
| Hoese & Co LLP | 0.88% | No change | 36,276 | $1.2M |
| Ameriflex Group, Inc. | 0.43% | Add +1693.9% | 36,255 | $1.2M |
| Clearwater Capital Advisors, LLC | 0.10% | Reduce -1.1% | 36,237 | $1.2M |
| Pinnacle Financial Partners Inc | 0.03% | Add +0.9% | 36,217 | $1.2M |
| DecisionMap Wealth Management, LLC | 0.74% | No change | 36,130 | $1.2M |
| Cozad Asset Management Inc. | 0.09% | Reduce -2.7% | 35,806 | $1.1M |
| Plancorp, LLC | 0.04% | Reduce -55.3% | 35,674 | $1.1M |
| Transamerica Financial Advisors, LLC | 0.09% | New | 35,467 | $1.1M |
| Wealthspan Partners, LLC | 0.43% | Reduce -0.7% | 35,379 | $1.1M |
| Mach-1 Financial Group, LLC | 0.18% | New | 35,243 | $1.1M |
| Integrity Advisory Solutions, LLC | 0.18% | — | 35,243 | $1.1M |
| WESPAC Advisors, LLC | 0.65% | New | 34,814 | $1.1M |
| Kelleher Financial Advisors | 0.28% | No change | 34,720 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | No change | 34,627 | $1.1M |
| Binnacle Investments Inc | 0.65% | Reduce -2.7% | 34,504 | $1.1M |
| OneAscent Wealth Management LLC | 0.37% | Add +6.3% | 34,206 | $1.1M |
| Quadrant Private Wealth Management, LLC | 0.20% | Reduce -0.8% | 34,127 | $1.1M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.37% | Reduce -2.8% | 34,046 | $1.1M |
| Islay Capital Management, LLC | 0.63% | Reduce -4.1% | 33,858 | $1.1M |
| Financial Life Advisors | 0.35% | No change | 33,843 | $1.1M |
| Blackhawk Capital Partners, LLC | 0.42% | Reduce -7.4% | 33,802 | $1.1M |
| NorthRock Partners, LLC | 0.02% | Add +3.0% | 33,780 | $1.1M |
| Roffman Miller Associates Inc. | 0.06% | Reduce -0.9% | 33,349 | $1.1M |
| Headinvest, LLC | 0.22% | Reduce -4.4% | 33,319 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.29% | Reduce -3.1% | 33,253 | $1.1M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -0.5% | 33,184 | $1.1M |
| Napa Wealth Management | 0.50% | New | 33,164 | $1.1M |
| BIP Wealth, LLC | 0.05% | Add +94.7% | 33,148 | $1.1M |
| Relyea Zuckerberg Hanson LLC | 0.11% | No change | 33,116 | $1.1M |
| Bulwark Capital Corp | 0.82% | Add +10.7% | 33,108 | $1.1M |
| Fulcrum Equity Management | 1.07% | Add +0.9% | 33,107 | $1.1M |
| ARK & TLK Investments, LLC | 0.33% | No change | 32,697 | $1.0M |
| First Pacific Financial | 0.14% | Reduce -0.0% | 32,629 | $1.0M |
| UMB Bank, n.a. | 0.02% | No change | 32,607 | $1.0M |
| Kathmere Capital Management, LLC | 0.07% | Reduce -31.0% | 32,574 | $1.0M |
| Elser Financial Planning, Inc | 1.25% | Add +0.2% | 32,187 | $1.0M |
| Planning Center, Inc. | 0.11% | Reduce -0.5% | 32,388 | $1.0M |
| Bellevue Asset Management, LLC | 0.47% | Add +8.6% | 31,861 | $1.0M |
| Maia Wealth LLC | 0.17% | Add +11.7% | 30,649 | $1.0M |
| Blueprint Investment Partners LLC | 0.14% | New | 31,444 | $1.0M |
| Hancock Whitney Corp. | 0.02% | No change | 31,108 | $993K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 31,040 | $990K |
| Fortitude Advisory Group L.L.C. | 0.53% | Reduce -0.2% | 30,903 | $986K |
| Stephens Inc. | 0.01% | Add +6.0% | 30,870 | $985K |
| Blueprint Financial Advisors LLC | 0.21% | New | 30,824 | $984K |
| Lantern Wealth Advisors, LLC | 0.51% | Reduce -0.5% | 30,821 | $984K |
| Missouri Trust & Investment Co | 0.29% | No change | 30,664 | $978K |
| GC Wealth Management RIA, LLC | 0.03% | Add +26.8% | 30,661 | $978K |
| Aspiriant, LLC | 0.03% | Add +89.5% | 30,648 | $978K |
| Legacy Edge Advisors, LLC | 0.12% | Add +14.8% | 30,606 | $977K |
| Bridges Investment Management Inc. | 0.01% | New | 30,364 | $969K |
| Everett Harris & Co. | 0.01% | Add +3.5% | 29,938 | $955K |
| Wealth Architects, LLC | 0.09% | No change | 29,927 | $955K |
| Burt Wealth Advisors | 0.23% | Reduce -1.3% | 29,853 | $953K |
| Vantage Financial Partners, LLC | 0.20% | Reduce -0.2% | 29,851 | $953K |
| Castle Wealth Management LLC | 0.32% | Reduce -0.2% | 29,851 | $953K |
| ORG Partners LLC | 0.18% | Reduce -6.4% | 29,280 | $943K |
| Strategic Financial Concepts, LLC | 0.14% | Reduce -36.1% | 29,451 | $940K |
| Global Wealth Strategies & Associates | 0.24% | Add +404.4% | 29,358 | $937K |
| GS Investments, Inc. | 0.46% | Add +21.2% | 29,161 | $931K |
| Clarity Capital Advisors, LLC | 0.50% | Add +0.0% | 29,019 | $926K |
| Smart Portfolios, LLC | 0.89% | Reduce -2.6% | 28,970 | $924K |
| OMC Financial Services LTD | 0.34% | Reduce -0.1% | 28,744 | $917K |
| Freedom Investment Management, Inc. | 0.24% | Reduce -87.4% | 28,662 | $915K |
| Moran Wealth Management, LLC | 0.03% | Add +78.0% | 28,628 | $914K |
| Essex LLC | 0.16% | Reduce -8.4% | 28,477 | $909K |
| Juncture Wealth Strategies, LLC | 0.30% | Add +5.4% | 28,371 | $905K |
| Watershed Private Wealth LLC | 0.29% | Reduce -0.6% | 28,307 | $903K |
| Sovereign Financial Group, Inc. | 0.17% | Reduce -11.4% | 28,224 | $901K |
| Ogorek Anthony Joseph /NY/ | 0.26% | Reduce -2.7% | 28,207 | $900K |
| NorthStar Asset Management LLC | 0.43% | Reduce -0.2% | 28,022 | $894K |
| Hilltop Wealth Advisors, LLC | 0.46% | Reduce -0.1% | 27,874 | $889K |
| Cornerstone Enterprises, LLC | 0.44% | Reduce -17.5% | 27,795 | $887K |
| Retirement Planning Group, LLC / NY | 0.66% | Add +10.6% | 27,727 | $885K |
| TFB Advisors LLC | 0.26% | Add +8.0% | 27,739 | $881K |
| B.O.S.S. Retirement Advisors, LLC | 0.21% | Add +110.0% | 27,490 | $877K |
| Total Clarity Wealth Management, Inc. | 0.23% | Reduce -7.1% | 27,339 | $872K |
| Goldstein Advisors, LLC | 0.11% | No change | 27,219 | $869K |
| Global Endowment Management, LP | 0.11% | Reduce -0.1% | 27,218 | $869K |
| SpringVest Wealth Management LLC | 0.64% | No change | 27,121 | $865K |
| Summit Financial Strategies, Inc. | 0.07% | No change | 26,848 | $857K |
| Compass Capital Corp. /Ma/ | 0.37% | No change | 26,025 | $856K |
| Dumont & Blake Investment Advisors LLC | 0.21% | Add +1.3% | 26,803 | $855K |
| Clear Investment Research, LLC | 1.15% | Reduce -4.3% | 26,798 | $855K |
| Johnson Wealth Management, LLC | 0.47% | — | 26,788 | $855K |
| Resurgent Financial Advisors LLC | 0.42% | Add +24.0% | 26,685 | $852K |
| Alpha Omega Wealth Management LLC | 0.14% | Reduce -41.2% | 26,623 | $850K |
| Sax Wealth Advisors, LLC | 0.05% | Add +94.8% | 26,611 | $849K |
| Northwest Capital Management Inc | 0.89% | Reduce -78.7% | 26,600 | $849K |
| Signal Advisors Wealth, LLC | 0.08% | Add +86.4% | 26,495 | $845K |
| TCI Wealth Advisors, Inc. | 0.05% | Reduce -5.5% | 26,472 | $845K |
| NWF Advisory Services Inc. | 0.09% | Reduce -23.2% | 26,411 | $843K |
| NBT Bank, N.A. | 0.05% | Reduce -99.8% | 64 | $841K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +12.2% | 26,348 | $841K |
| Members Trust Co | 0.03% | No change | 26,336 | $840K |
| Stark Wealth Management LLC | 3.83% | Reduce -29.5% | 26,201 | $836K |
| Fisher Asset Management | 0.00% | Reduce -41.1% | 26,189 | $836K |
| Pure Financial Advisors, LLC | 0.01% | Add +5.2% | 26,164 | $835K |
| LaSalle St. Investment Advisors, LLC | 0.15% | New | 26,139 | $834K |
| Wedbush Securities Inc. | 0.03% | Add +91.5% | 26,140 | $834K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.3% | 26,101 | $833K |
| Associated Banc-Corp | 0.02% | Reduce -3.1% | 26,063 | $832K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 26,012 | $830K |
| Independent Wealth Network Inc. | 0.27% | Reduce -5.2% | 25,966 | $829K |
| Soundwatch Capital LLC | 0.13% | Reduce -31.1% | 25,925 | $827K |
| HUB Investment Partners, LLC | 0.03% | Add +54.7% | 25,836 | $824K |
| WealthPLAN Partners, LLC | 0.12% | Add +5.5% | 25,787 | $823K |
| Altfest L J & Co. Inc. | 0.09% | Reduce -4.6% | 25,776 | $822K |
| Hidden Cove Wealth Management, LLC | 0.54% | Add +6.0% | 25,751 | $822K |
| White Knight Strategic Wealth Advisors, LLC | 0.65% | New | 25,700 | $820K |
| Fortis Advisors, LLC | 0.47% | Add +17.2% | 25,675 | $819K |
| Costello Asset Management, INC | 0.27% | Reduce -0.1% | 25,653 | $819K |
| Prudent Investors Network, Inc. | 0.20% | No change | 25,604 | $817K |
| One Wealth Management Investment & Advisory Services, LLC | 0.95% | Add +2.9% | 25,542 | $815K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +13.5% | 25,528 | $815K |
| Silvercrest Asset Management Group LLC | 0.01% | Add +0.8% | 25,415 | $811K |
| Ruggaard & Associates LLC | 0.30% | Reduce -0.5% | 25,317 | $808K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 25,272 | $806K |
| Commerce Bank | 0.00% | Add +3.2% | 25,153 | $803K |
| Norden Group LLC | 0.08% | New | 25,067 | $800K |
| IMC-Chicago, LLC | 0.01% | New | 25,049 | $799K |
| Crescent Grove Advisors, LLC | 0.08% | Add +0.1% | 24,991 | $797K |
| Legend Financial Advisors, Inc. | 0.48% | No change | 24,564 | $784K |
| Continuum Advisory, LLC | 0.08% | Add +8.2% | 24,453 | $780K |
| Genesee Capital Advisors, LLC | 0.34% | Reduce -7.5% | 24,421 | $779K |
| Sunpointe, LLC | 0.28% | Add +16.1% | 24,417 | $779K |
| Hazlett, Burt & Watson, Inc. | 0.28% | Add +10.3% | 24,403 | $779K |
| International Assets Investment Management, LLC | 0.06% | No change | 26,875 | $777K |
| LifeSteps Financial, Inc. | 0.50% | Add +0.0% | 24,328 | $776K |
| Peterson Wealth Advisors, LLC | 0.12% | Add +4.1% | 24,046 | $774K |
| Vermillion Wealth Management, Inc. | 0.21% | Add +6.8% | 24,196 | $772K |
| Financial Sense Advisors, Inc. | 0.16% | Add +8.6% | 23,999 | $766K |
| Private Wealth Asset Management, LLC | 0.09% | No change | 23,917 | $763K |
| VSM Wealth Advisory, LLC | 0.24% | Reduce -92.8% | 23,777 | $759K |
| Windsor Advisory Group, LLC | 0.67% | No change | 23,644 | $754K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -0.1% | 23,425 | $747K |
| Prosperity Consulting Group, LLC | 0.04% | Add +54.2% | 23,256 | $742K |
| Townsquare Capital LLC | 0.11% | Reduce -0.1% | 23,254 | $742K |
| Resolute Advisors LLC | 0.19% | Add +0.1% | 23,223 | $741K |
| Element Wealth, LLC | 0.32% | Reduce -18.0% | 23,212 | $741K |
| RBA Wealth Management, LLC | 0.25% | Add +3.6% | 22,893 | $731K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +2.0% | 22,798 | $727K |
| Evanson Asset Management, LLC | 0.04% | Add +19.0% | 22,788 | $727K |
| SYM FINANCIAL Corp | 0.08% | No change | 22,556 | $720K |
| Hilltop Holdings Inc. | 0.04% | Add +11.4% | 22,552 | $720K |
| Turning Point Benefit Group, Inc. | 0.43% | Reduce -14.3% | 22,357 | $717K |
| Hoey Investments, Inc. | 0.10% | Add +1.7% | 22,256 | $710K |
| New Century Financial Group, LLC | 1.26% | Add +78.1% | 22,220 | $709K |
| SOL Capital Management CO | 0.06% | No change | 22,170 | $707K |
| MBE Wealth Management, LLC | 0.31% | Add +0.9% | 22,148 | $707K |
| First Western Trust Bank | 0.03% | No change | 21,924 | $700K |
| Soltis Investment Advisors LLC | 0.05% | No change | 21,897 | $699K |
| Patriot Investment Management Group, Inc. | 0.05% | Reduce -3.7% | 21,870 | $698K |
| Fortis Capital Management LLC | 0.10% | Add +127.2% | 21,859 | $698K |
| Greenwood Gearhart LLC | 0.04% | Reduce -0.0% | 21,805 | $696K |
| Mitchell Sinkler & Starr | 0.31% | No change | 21,727 | $693K |
| WealthCare Investment Partners, LLC | 0.22% | Add +13.4% | 21,548 | $691K |
| Alpha Financial Advisors, LLC | 0.24% | No change | 21,515 | $687K |
| Capital Insight Partners, LLC | 0.11% | Reduce -2.0% | 21,496 | $686K |
| Evergreen Capital Management LLC | 0.02% | No change | 21,468 | $685K |
| AMG National Trust Bank | 0.02% | Reduce -9.5% | 21,445 | $684K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 21,304 | $680K |
| Twelve Points Wealth Management LLC | 0.17% | No change | 21,291 | $679K |
| Ritholtz Wealth Management | 0.01% | Reduce -3.7% | 21,247 | $678K |
| Insight Advisors, LLC/ PA | 0.10% | Reduce -9.6% | 21,205 | $677K |
| SRH Advisors, LLC | 0.20% | No change | 21,160 | $675K |
| L. Roy Papp & Associates, LLP | 0.08% | Reduce -5.9% | 21,104 | $673K |
| Oarsman Capital, Inc. | 0.09% | Reduce -2.2% | 20,986 | $670K |
| Front Row Advisors LLC | 0.23% | Reduce -2.0% | 20,978 | $669K |
| Owen LaRue, LLC | 0.26% | Add +0.0% | 20,913 | $667K |
| Symphony Financial, Ltd. Co. | 0.08% | New | 20,896 | $663K |
| Annex Advisory Services, LLC | 0.01% | Reduce -9.8% | 20,656 | $659K |
| Meeder Advisory Services, Inc. | 0.03% | Add +8.6% | 20,638 | $659K |
| Root Financial Partners, LLC | 0.04% | Add +3.4% | 20,635 | $658K |
| Citizens Financial Group Inc. | 0.01% | Add +13.2% | 20,589 | $657K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -2.0% | 20,434 | $652K |
| Lutz Financial Services LLC | 0.05% | Add +5.5% | 20,387 | $651K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -5.6% | 20,357 | $650K |
| SVB Wealth LLC | 0.03% | Add +0.0% | 20,311 | $648K |
| Bright Futures Wealth Management, LLC. | 0.50% | — | 19,886 | $635K |
| Bond & Devick Financial Network, Inc. | 0.19% | No change | 19,720 | $629K |
| Silver Oak Wealth Advisors Services, LLC | 0.41% | No change | 19,694 | $628K |
| Seneschal Advisors, LLC | 0.46% | Add +51.3% | 19,691 | $628K |
| Colton Groome Financial Advisors, LLC | 0.19% | Reduce -8.7% | 19,690 | $628K |
| Vise Technologies, Inc. | 0.02% | Add +29.7% | 19,662 | $627K |
| Parallel Advisors, LLC | 0.01% | Add +2.1% | 19,661 | $627K |
| Scotia Capital Inc. | 0.00% | Reduce -0.6% | 19,655 | $627K |
| New Insight Wealth Advisors | 0.24% | Reduce -9.7% | 19,630 | $626K |
| Meritage Portfolio Management | 0.04% | Reduce -97.4% | 19,624 | $626K |
| Valicenti Advisory Services Inc. | 0.13% | Reduce -1.1% | 19,600 | $625K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.1% | 19,422 | $620K |
| Victory Financial Group, LLC | 0.08% | Add +4.6% | 19,119 | $610K |
| Blue Trust, Inc. | 0.01% | Add +6.0% | 19,061 | $608K |
| Boyce & Associates Wealth Consulting, Inc. | 0.50% | Reduce -5.9% | 19,059 | $608K |
| Columbia Advisory Partners LLC | 0.42% | Reduce -38.2% | 18,830 | $601K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 18,727 | $598K |
| Princeton Global Asset Management LLC | 0.10% | Reduce -0.3% | 18,693 | $597K |
| Synergy Financial Group, LTD | 0.40% | Reduce -0.2% | 18,685 | $596K |
| Red Mountain Financial, LLC | 0.60% | Add +22.7% | 18,682 | $596K |
| Brighton Jones LLC | 0.01% | Reduce -1.5% | 18,673 | $596K |
| Focused Wealth Management, Inc | 0.06% | Add +0.2% | 18,663 | $596K |
| Vanguard Capital Wealth Advisors | 0.48% | Reduce -6.2% | 18,574 | $593K |
| Hohimer Wealth Management, LLC | 0.08% | Add +3.4% | 18,539 | $592K |
| RPS Advisory Solutions LLC | 0.29% | Add +61.8% | 18,516 | $591K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -90.9% | 18,491 | $590K |
| Chapman Financial Group, LLC | 0.41% | New | 18,462 | $589K |
| Richmond Investment Services, LLC | 0.11% | Add +22.7% | 18,381 | $587K |
| Moneco Advisors, LLC | 0.05% | Reduce -2.8% | 18,361 | $586K |
| Lakeridge Wealth Management LLC | 0.26% | Reduce -17.7% | 18,361 | $586K |
| Aspen Investment Management Inc | 0.22% | Add +0.1% | 18,236 | $582K |
| American Financial Advisors, LLC | 0.07% | Add +10.9% | 18,183 | $580K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +11.7% | 17,839 | $569K |
| D'Orazio & Associates, Inc. | 0.07% | No change | 17,777 | $567K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Add +0.1% | 17,804 | $566K |
| Global Assets Advisory, LLC | 0.17% | Add +4.2% | 17,730 | $566K |
| ZynergyRetirementPlanningLLC | 0.35% | Reduce -0.5% | 17,575 | $561K |
| Sovran Advisors, LLC | 0.05% | New | 16,848 | $559K |
| Cabot Wealth Management Inc. | 0.06% | Add +0.2% | 17,494 | $558K |
| Annandale Capital, LLC | 0.10% | Add +0.1% | 17,489 | $558K |
| WMG Financial Advisors, LLC | 0.19% | Reduce -33.8% | 17,472 | $558K |
| Core Wealth Partners LLC | 0.25% | Add +0.0% | 17,362 | $554K |
| D L Carlson Investment Group Inc. | 0.09% | Add +3.6% | 17,344 | $553K |
| Klingman & Associates, LLC | 0.03% | Reduce -2.6% | 17,302 | $552K |
| IVC Wealth Advisors LLC | 0.25% | Reduce -1.7% | 17,271 | $551K |
| Tiller Private Wealth, Inc. | 0.20% | Reduce -0.7% | 17,200 | $549K |
| Moneywise, Inc. | 0.25% | Add +0.0% | 17,169 | $548K |
| Zhang Financial LLC | 0.02% | Add +0.1% | 17,118 | $546K |
| Hantz Financial Services, Inc. | 0.01% | Add +41.8% | 17,113 | $546K |
| Phil A. Younker & Associates, Ltd. | 0.42% | No change | 16,984 | $542K |
| North Star Asset Management Inc. | 0.02% | Add +0.3% | 16,893 | $539K |
| Pathway Financial Advisors LLC | 0.07% | Add +0.0% | 16,875 | $538K |
| Everstar Asset Management, LLC | 0.30% | Reduce -1.7% | 16,844 | $538K |
| Caprock Group, LLC | 0.01% | — | 17,550 | $536K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -11.5% | 16,700 | $533K |
| Geometric Wealth Advisors | 0.07% | No change | 16,688 | $533K |
| RCS Financial Planning, LLC | 0.24% | Add +70.8% | 16,683 | $532K |
| Ironwood Financial, llc | 0.09% | Reduce -4.8% | 16,679 | $532K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -5.6% | 16,653 | $531K |
| Tranquility Partners, LLC | 0.18% | Reduce -0.5% | 16,425 | $524K |
| Grey Fox Wealth Advisors, LLC | 0.11% | Add +28.7% | 16,397 | $523K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -14.5% | 16,465 | $523K |
| Ehrlich Financial Group | 0.31% | Add +0.6% | 16,366 | $522K |
| XY Planning Network, Inc. | 0.18% | No change | 17,762 | $519K |
| Glassman Wealth Services | 0.07% | Add +1.2% | 16,177 | $516K |
| Patten & Patten Inc. | 0.03% | Reduce -20.2% | 16,130 | $515K |
| G2 Capital Management, LLC / Oh | 0.13% | No change | 16,092 | $513K |
| Red Door Wealth Management, LLC | 0.05% | Add +38.9% | 16,090 | $513K |
| Smith Salley Wealth Management | 0.03% | Add +0.0% | 16,077 | $513K |
| Lantz Financial LLC | 0.11% | No change | 16,052 | $512K |
| Obermeyer Wealth Partners | 0.02% | No change | 16,040 | $512K |
| CVFG LLC | 0.37% | No change | 16,032 | $512K |
| Gotham Asset Management | 0.00% | No change | 16,000 | $511K |
| Cadent Capital Advisors, LLC | 0.13% | New | 15,939 | $509K |
| Freestone Capital Holdings, LLC | 0.02% | Add +8.2% | 15,925 | $508K |
| Sharkey, Howes & Javer | 0.06% | No change | 15,792 | $504K |
| Fortis Group Advisors, LLC | 0.09% | Add +56.8% | 15,043 | $502K |
| Barlow Wealth Partners, LLC | 0.06% | No change | 15,544 | $498K |
| Affiance Financial, LLC | 0.09% | Add +4.7% | 15,575 | $497K |
| SMART Wealth LLC | 0.19% | Add +8.4% | 15,539 | $496K |
| Triangle Securities Wealth Management | 0.11% | Add +3.0% | 15,522 | $495K |
| Advisor OS, LLC | 0.04% | Reduce -25.4% | 15,440 | $493K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | No change | 15,407 | $492K |
| Aspire Capital Advisors LLC | 0.12% | Reduce -36.2% | 15,385 | $491K |
| Florida Financial Advisors, LLC | 0.15% | Add +18.9% | 15,316 | $489K |
| Granite Bay Wealth Management, LLC | 0.13% | Reduce -10.9% | 15,237 | $486K |
| Arkos Global Advisors | 0.06% | No change | 15,200 | $485K |
| Praetorian Wealth Management, Inc. | 0.10% | Reduce -0.0% | 15,176 | $484K |
| Sentinel Pension Advisors, LLC | 0.08% | Add +0.0% | 15,141 | $483K |
| Founders Grove Wealth Partners, LLC | 0.11% | No change | 15,095 | $482K |
| White Lighthouse Investment Management Inc. | 0.07% | Reduce -0.7% | 15,079 | $481K |
| Forum Financial Management, LP | 0.01% | Add +4.4% | 14,909 | $476K |
| West Branch Capital LLC | 0.12% | Add +0.1% | 14,857 | $474K |
| Investment Research Partners LLC | 0.21% | — | 14,067 | $474K |
| Manske Wealth Management | 0.14% | No change | 14,800 | $472K |
| Delta Asset Management LLC | 0.04% | Add +1.3% | 14,785 | $472K |
| Fearless Solutions, LLC dba Best Invest | 0.30% | Reduce -4.7% | 14,763 | $471K |
| Lynx Investment Advisory | 0.28% | Reduce -2.6% | 14,746 | $471K |
| Castleview Partners, LLC | 0.25% | Add +2.5% | 14,669 | $468K |
| Swmg, LLC | 0.14% | Add +73.2% | 14,440 | $467K |
| Fairman Group, LLC | 0.38% | Reduce -9.7% | 14,590 | $466K |
| Group One Trading LLC | 0.01% | Add +54.3% | 14,571 | $465K |
| Stokes Family Office, LLC | 0.04% | No change | 14,569 | $465K |
| Waterfront Wealth Inc. | 0.10% | Reduce -5.0% | 14,492 | $464K |
| First Trust Advisors LP | 0.00% | Add +70.1% | 14,443 | $461K |
| PUREfi Wealth, LLC | 0.35% | Reduce -5.3% | 14,400 | $460K |
| CPC Advisors, LLC | 0.05% | Reduce -0.1% | 14,394 | $459K |
| Ipsen Advisor Group LLC | 0.33% | Reduce -5.0% | 14,389 | $459K |
| Florida Trust Wealth Management Co | 0.01% | No change | 14,216 | $454K |
| Brickley Wealth Management | 0.08% | Reduce -1.9% | 14,207 | $453K |
| Hall Capital Management Co. Inc. | 0.18% | No change | 14,206 | $453K |
| Vectors Research Management, LLC | 0.14% | No change | 14,100 | $450K |
| Courier Capital LLC | 0.03% | No change | 14,100 | $450K |
| TPG Advisors LLC | 0.29% | Reduce -0.2% | 14,050 | $448K |
| Ahl Investment Management, Inc. | 0.31% | No change | 14,040 | $448K |
| Beacon Financial Group | 0.04% | Reduce -5.2% | 14,007 | $447K |
| Access Financial Services, Inc. | 0.16% | No change | 13,936 | $445K |
| Alpha Cubed Investments, LLC | 0.02% | Add +45.4% | 13,894 | $443K |
| Yoffe Investment Management, LLC | 0.57% | No change | 13,824 | $441K |
| Marshall Investment Management, LLC | 0.23% | Add +12.8% | 13,797 | $440K |
| Financial Advocates Investment Management | 0.25% | Reduce -83.3% | 13,794 | $440K |
| Basepoint Wealth LLC | 0.31% | Add +0.1% | 13,765 | $439K |
| Significant Wealth Partners LLC | 0.21% | New | 13,747 | $439K |
| Pursue Wealth Partners LLC | 0.24% | No change | 13,720 | $438K |
| Asio Capital, LLC | 0.07% | No change | 13,716 | $438K |
| Private Management Group Inc. | 0.01% | Add +29.5% | 13,710 | $437K |
| Baker Tilly Wealth Management, LLC | 0.10% | Add +0.1% | 13,691 | $437K |
| National Wealth Management Group, LLC | 0.16% | Add +2.6% | 13,632 | $435K |
| Patrick M Sweeney & Associates, Inc. | 0.28% | Add +3.6% | 13,533 | $432K |
| ETF Store, Inc. | 0.46% | Add +22.2% | 13,490 | $430K |
| SOA Wealth Advisors, LLC. | 0.07% | Add +0.1% | 13,275 | $424K |
| RHS Financial, LLC | 0.22% | Reduce -6.0% | 13,252 | $423K |
| Zacks Investment Management | 0.00% | Add +2.4% | 13,236 | $422K |
| Wealth Effects LLC | 0.14% | Add +0.9% | 13,208 | $421K |
| Wulff, Hansen & Co. | 0.36% | Add +1.0% | 13,175 | $420K |
| Falcon Wealth Planning | 0.04% | Add +36.9% | 13,043 | $416K |
| LGT Financial Advisors LLC | 0.89% | Add +2.0% | 12,979 | $414K |
| ForthRight Wealth Management, LLC | 0.12% | Add +41.7% | 12,925 | $412K |
| Oldfather Financial Services, LLC | 0.13% | Add +14.8% | 12,898 | $412K |
| Finer Wealth Management, Inc. | 0.20% | Reduce -6.6% | 12,717 | $406K |
| CCG Wealth Management, LLC | 0.19% | New | 12,694 | $405K |
| Modern Wealth Management, LLC | 0.01% | New | 12,688 | $405K |
| Coordinated Financial Services, Inc. | 0.26% | No change | 12,622 | $403K |
| MJT & Associates Financial Advisory Group, Inc. | 0.33% | No change | 12,621 | $403K |
| Waterford Advisors, LLC | 0.14% | Add +26.0% | 12,580 | $401K |
| Mma Asset Management LLC | 0.13% | New | 12,566 | $401K |
| Hudock, Inc. | 0.06% | Add +0.0% | 12,510 | $399K |
| Omega Financial Group, LLC | 0.13% | Reduce -0.5% | 12,447 | $397K |
| Clark Asset Management, LLC | 0.05% | Reduce -0.9% | 12,414 | $396K |
| Keybank National Association | 0.00% | Add +1.2% | 12,406 | $396K |
| Vanguard Group Inc. | 0.00% | Add +20.3% | 12,398 | $396K |
| Firestone Capital Management | 0.09% | Add +0.1% | 12,355 | $394K |
| Godsey & Gibb, Inc. | 0.03% | No change | 12,285 | $392K |
| Uptick Partners, LLC | 0.10% | Add +14.1% | 12,274 | $392K |
| Jamison Private Wealth Management, Inc. | 0.05% | Reduce -30.7% | 12,226 | $390K |
| Coastwise Capital Group, LLC | 0.27% | Add +0.1% | 12,174 | $388K |
| NTV Asset Management LLC | 0.04% | New | 12,173 | $388K |
| KERR FINANCIAL PLANNING Corp | 0.54% | — | 11,920 | $385K |
| Paladin Advisory Group, LLC | 0.30% | No change | 12,000 | $383K |
| Trust Co. of Toledo NA | 0.04% | Add +7.1% | 12,000 | $383K |
| Ted Buchan & Co | 0.15% | No change | 11,976 | $382K |
| NWK Group, Inc. | 0.13% | No change | 11,904 | $380K |
| Stratos Investment Management, LLC | 0.02% | Add +24.2% | 11,832 | $378K |
| Banque Cantonale Vaudoise | 0.01% | Add +28.2% | 11,824 | $377K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -2.6% | 11,757 | $375K |
| Retireful, LLC | 0.36% | Reduce -26.6% | 11,735 | $374K |
| Summit Global Investments | 0.02% | New | 11,715 | $374K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -48.3% | 11,708 | $374K |
| LaFleur & Godfrey LLC | 0.05% | Reduce -7.1% | 11,680 | $373K |
| Axis Wealth Partners, LLC | 0.22% | Reduce -3.5% | 11,663 | $372K |
| Painted Porch Advisors LLC | 0.14% | Add +69.1% | 11,648 | $372K |
| Rossmore Private Capital | 0.04% | Add +25.7% | 11,580 | $370K |
| Seascape Capital Management | 0.11% | Add +0.1% | 11,554 | $369K |
| Mission Creek Capital Partners, Inc. | 0.07% | Add +0.8% | 13,768 | $368K |
| Tred Avon Family Wealth, LLC | 0.13% | — | 11,516 | $367K |
| American Financial & Tax Strategies Inc. | 0.18% | Reduce -4.9% | 11,488 | $367K |
| Uptown Financial Advisors LLC | 0.32% | No change | 11,476 | $366K |
| Insigneo Advisory Services, LLC | 0.03% | Add +1.1% | 11,474 | $366K |
| Burney Co./ | 0.01% | No change | 11,468 | $366K |
| First National Trust Co | 0.01% | Reduce -7.8% | 11,466 | $366K |
| Traphagen Investment Advisors LLC | 0.03% | Add +11.8% | 11,422 | $364K |
| Hutchens & Kramer Investment Management Group, LLC | 0.14% | Reduce -23.1% | 11,367 | $363K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -0.0% | 11,284 | $360K |
| Lanark Financial, Inc. | 0.03% | Reduce -3.8% | 11,230 | $358K |
| American Money Management, LLC | 0.06% | Add +0.1% | 11,205 | $358K |
| Rolek Wealth Management LLC | 0.27% | No change | 11,171 | $356K |
| Mason & Associates Inc | 0.07% | Reduce -0.5% | 11,163 | $356K |
| Arete Wealth Advisors, LLC | 0.02% | Add +38.2% | 11,124 | $356K |
| Earned Wealth Advisors, LLC | 0.06% | Add +3.2% | 11,135 | $355K |
| Gradient Investments LLC | 0.01% | Reduce -13.8% | 11,131 | $355K |
| CWC Advisors, LLC. | 0.17% | Add +14.0% | 11,089 | $354K |
| Flagship Private Wealth, LLC | 0.14% | No change | 11,061 | $353K |
| Diversified Investment Strategies, LLC | 0.23% | Reduce -4.7% | 11,036 | $352K |
| Ascension Capital Advisors, Inc. | 0.14% | Add +1.0% | 11,016 | $352K |
| Cape Investment Advisory, Inc. | 0.35% | Reduce -95.8% | 10,993 | $351K |
| Tull Financial Group, Inc. | 0.15% | Add +5.0% | 10,910 | $348K |
| GoalVest Advisory LLC | 0.07% | No change | 10,896 | $348K |
| Adamsbrown Wealth Consultants LLC | 0.10% | Add +0.1% | 10,842 | $346K |
| Naples Global Advisors, LLC | 0.03% | Add +28.5% | 10,824 | $345K |
| Invested Advisors | 0.50% | — | 12,261 | $345K |
| Capital Investment Counsel, LLC | 0.05% | Add +0.1% | 10,755 | $343K |
| Columbia Bank | 0.10% | No change | 10,740 | $343K |
| Inspire Advisors, LLC | 0.03% | Add +6.6% | 10,704 | $342K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 10,688 | $341K |
| Empower Advisory Group, LLC | 0.00% | Add +11.3% | 10,687 | $341K |
| Debussy Capital Management LP | 0.05% | Reduce -0.0% | 10,685 | $341K |
| Harvest Investment Services, LLC | 0.07% | Add +2.7% | 10,668 | $340K |
| Private Trust Co. NA | 0.03% | Reduce -42.0% | 10,654 | $340K |
| Strategic Equity Management | 0.13% | No change | 10,623 | $339K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -60.1% | 10,609 | $339K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -1.6% | 10,581 | $338K |
| Atlas Brown,Inc. | 0.10% | Add +0.6% | 10,570 | $337K |
| Evermay Wealth Management LLC | 0.04% | No change | 10,512 | $335K |
| Albion Financial Group | 0.02% | Reduce -0.4% | 10,456 | $334K |
| City Center Advisors, LLC | 0.32% | Reduce -10.0% | 10,434 | $333K |
| Seneca House Advisors | 0.13% | Reduce -1.4% | 10,405 | $332K |
| Spectrum Investment Advisors, Inc. | 0.18% | New | 10,395 | $332K |
| Conrad Siegel Investment Advisors, Inc. | 0.07% | New | 10,378 | $331K |
| Balefire, LLC | 0.07% | Reduce -0.1% | 10,329 | $330K |
| REDW Wealth LLC | 0.12% | No change | 10,248 | $327K |
| Round Rock Advisors LLC | 0.05% | Add +10.4% | 10,241 | $327K |
| Teamwork Financial Advisors, LLC | 0.04% | Reduce -15.4% | 10,234 | $327K |
| Legacy Capital Wealth Partners, LLC | 0.07% | No change | 10,068 | $321K |
| Liberty Square Wealth Partners LLC | 0.10% | No change | 10,034 | $320K |
| Winthrop Advisory Group LLC | 0.03% | Reduce -12.9% | 9,973 | $318K |
| Canandaigua National Bank & Trust Co. | 0.03% | No change | 9,936 | $317K |
| Caliber Wealth Management, LLC / KS | 0.04% | Reduce -3.1% | 9,934 | $317K |
| Trust Co of the South | 0.05% | No change | 9,920 | $317K |
| VestGen Investment Management | 0.19% | No change | 9,908 | $316K |
| Kavar Capital Partners Group, LLC | 0.04% | Add +0.1% | 9,887 | $315K |
| Latitude Advisors, LLC | 0.14% | Add +33.1% | 9,852 | $314K |
| Stone Summit Wealth LLC | 0.09% | Reduce -3.2% | 9,849 | $314K |
| Plan A Wealth LLC | 0.16% | Add +9.7% | 9,827 | $314K |
| Check Capital Management Inc. | 0.02% | No change | 9,800 | $313K |
| Accelerate Investment Advisors LLC | 0.21% | Reduce -23.7% | 9,790 | $312K |
| LWM Advisors Inc. | 0.28% | Reduce -5.6% | 9,787 | $312K |
| Fiduciary Family Office, LLC | 0.09% | Add +11.9% | 9,743 | $311K |
| Navis Wealth Advisors, LLC | 0.23% | Add +0.3% | 9,726 | $310K |
| Vaughan David Investments LLC | 0.01% | Add +0.1% | 9,692 | $309K |
| Jackson Thornton Wealth Management, LLC | 0.03% | No change | 9,490 | $309K |
| Neuberger Berman Group LLC | 0.00% | Reduce -10.5% | 9,668 | $309K |
| Accredited Investor Services, LLC | 0.21% | Reduce -1.9% | 9,643 | $308K |
| Delta Investment Management, LLC | 0.05% | Add +0.0% | 9,602 | $306K |
| Riverstone Advisors, LLC | 0.15% | No change | 9,560 | $305K |
| Copley Financial Group, Inc. | 0.21% | Add +2.4% | 9,528 | $304K |
| Glenview Trust Co | 0.00% | No change | 9,518 | $304K |
| Bridgewater Advisors Inc. | 0.02% | Reduce -5.4% | 9,345 | $303K |
| Palisade Asset Management, LLC | 0.03% | No change | 9,484 | $303K |
| Pinkerton Wealth, LLC | 0.03% | No change | 9,464 | $302K |
| Cascade Wealth Advisors, Inc | 0.15% | No change | 8,962 | $296K |
| Investments & Financial Planning, LLC | 0.16% | Reduce -0.8% | 9,285 | $296K |
| Stolper Co | 0.09% | Reduce -2.9% | 9,269 | $296K |
| Brightwater Advisory LLC | 0.20% | Add +1.7% | 9,258 | $295K |
| SouthState Bank Corp | 0.01% | Reduce -82.3% | 9,251 | $295K |
| HighMark Wealth Management LLC | 0.13% | Add +27.0% | 9,204 | $294K |
| Morton Brown Family Wealth, LLC | 0.08% | Reduce -2.0% | 9,185 | $293K |
| Koss-Olinger Consulting, LLC | 0.02% | No change | 10,045 | $293K |
| Rice Partnership, LLC | 0.04% | No change | 9,137 | $292K |
| Cannon Financial Strategists, Inc. | 0.04% | Reduce -7.8% | 9,076 | $290K |
| Manuka Financial, LLC | 0.18% | No change | 9,065 | $289K |
| AssuredPartners Investment Advisors, LLC | 0.06% | Reduce -1.0% | 9,058 | $289K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 9,014 | $288K |
| Promus Capital, LLC | 0.18% | No change | 9,008 | $287K |
| Montz Harcus Wealth Management LLC | 0.12% | New | 8,965 | $286K |
| Headlands Technologies LLC | 0.02% | Reduce -57.6% | 8,964 | $286K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | Reduce -2.4% | 8,835 | $282K |
| Future Fund LLC | 0.10% | No change | 8,813 | $281K |
| ONE Advisory Partners, LLC | 0.09% | New | 8,738 | $280K |
| Telos Capital Management, Inc. | 0.03% | Reduce -3.4% | 8,745 | $279K |
| Operose Advisors LLC | 0.07% | Add +0.0% | 8,728 | $278K |
| von Borstel & Associates, Inc. | 0.04% | New | 8,408 | $278K |
| Equita Financial Network, Inc. | 0.09% | Reduce -11.6% | 8,667 | $277K |
| Coppell Advisory Solutions LLC | 0.03% | New | 8,669 | $276K |
| QRG Capital Management, Inc. | 0.00% | Reduce -0.1% | 8,598 | $274K |
| Saxon Interests, Inc. | 0.11% | No change | 8,984 | $274K |
| Sage Investment Counsel LLC | 0.30% | Add +15.1% | 8,593 | $274K |
| Cypress Capital Management LLC (WY) | 0.28% | Reduce -0.2% | 8,588 | $274K |
| Vertex Planning Partners, LLC | 0.05% | New | 8,553 | $273K |
| Trexquant Investment LP | 0.00% | Reduce -43.5% | 8,537 | $272K |
| BNC Wealth Management, LLC | 0.07% | No change | 8,518 | $272K |
| Summit Wealth Group, LLC | 0.07% | No change | 8,456 | $270K |
| Prepared Retirement Institute LLC | 0.14% | Add +11.5% | 8,441 | $269K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Reduce -33.6% | 8,406 | $268K |
| One Wealth Capital Management, LLC | 0.12% | Add +11.8% | 8,405 | $268K |
| Venture Visionary Partners LLC | 0.01% | Add +12.3% | 8,401 | $268K |
| Wayfinding Financial, LLC | 0.12% | No change | 8,408 | $268K |
| Investment Planning Advisors, Inc. | 0.08% | Reduce -0.7% | 8,395 | $268K |
| Wolff Financial Management LLC | 0.06% | Reduce -2.0% | 8,385 | $268K |
| Franklin Resources Inc. | 0.00% | Add +4.5% | 8,328 | $266K |
| Daymark Wealth Partners, LLC | 0.01% | Add +2.5% | 8,322 | $266K |
| Kilter Group LLC | 0.12% | No change | 8,253 | $263K |
| Brown Financial Advisory | 0.14% | No change | 8,240 | $263K |
| Emprise Bank | 0.11% | Reduce -6.8% | 8,227 | $263K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.1% | 8,148 | $261K |
| Mirador Capital Partners LP | 0.04% | Add +0.0% | 8,177 | $261K |
| Pinnacle Bancorp, Inc. | 0.08% | Reduce -29.6% | 8,150 | $260K |
| Redwood Investment Management, LLC | 0.03% | Add +0.1% | 8,134 | $260K |
| William Howard & Co Financial Advisors Inc | 0.22% | Add +0.1% | 8,139 | $260K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 8,078 | $258K |
| Morris Financial Concepts, Inc. | 0.09% | No change | 8,076 | $258K |
| Glenmede Investment Management, LP | 0.00% | Add +8.7% | 8,068 | $257K |
| Richards, Merrill & Peterson, Inc. | 0.11% | Add +1200.3% | 8,062 | $257K |
| SeaBridge Investment Advisors LLC | 0.04% | Reduce -62.0% | 8,048 | $257K |
| Stenger Family Office, LLC | 0.05% | New | 7,718 | $256K |
| Dearborn Partners LLC | 0.01% | New | 8,000 | $255K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 7,972 | $254K |
| Elevation Wealth Partners, LLC | 0.09% | No change | 7,950 | $254K |
| Berkeley Capital Partners, LLC | 0.06% | New | 7,918 | $253K |
| Hartline Investment Corp./ | 0.03% | Add +2.5% | 7,902 | $252K |
| Forza Wealth Management, LLC | 0.10% | No change | 7,896 | $252K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.0% | 7,893 | $252K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -17.0% | 7,821 | $250K |
| Pittenger & Anderson Inc. | 0.01% | No change | 7,812 | $249K |
| Studio Investment Management LLC | 0.05% | Add +13.4% | 7,806 | $249K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 7,804 | $249K |
| Rodgers & Associates, LTD | 0.03% | Add +6.7% | 7,768 | $248K |
| FourThought Financial Partners, LLC | 0.02% | No change | 7,763 | $248K |
| Keystone Wealth Services, LLC | 0.05% | Add +5.1% | 7,734 | $247K |
| Argent Trust Co | 0.01% | No change | 7,720 | $246K |
| ZWJ Investment Counsel Inc. | 0.01% | Add +4.0% | 7,716 | $246K |
| Advocate Group LLC | 0.04% | No change | 7,701 | $246K |
| Crewe Advisors LLC | 0.02% | Add +3.1% | 7,698 | $246K |
| Penobscot Wealth Management | 0.08% | Add +0.1% | 7,655 | $244K |
| American Institute for Advanced Investment Management, LLP | 0.16% | No change | 7,600 | $243K |
| Smith Shellnut Wilson LLC | 0.09% | New | 7,591 | $242K |
| Salem Investment Counselors Inc. | 0.01% | Add +21.8% | 7,579 | $242K |
| Capital Asset Advisory Services LLC | 0.01% | Add +4.9% | 7,578 | $242K |
| Weitzel Financial Services, Inc. | 0.10% | Add +10.4% | 7,604 | $241K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -0.2% | 7,563 | $241K |
| Avantra Family Wealth, Inc. | 0.18% | New | 7,549 | $241K |
| Cladis Investment Advisory, LLC | 0.14% | No change | 7,536 | $240K |
| Investment Advisory Group, LLC | 0.07% | Add +1.7% | 7,502 | $239K |
| Grandview Asset Management LLC | 0.07% | Add +0.1% | 7,492 | $239K |
| PAX Financial Group, LLC | 0.04% | New | 7,492 | $239K |
| Collective Family Office LLC | 0.06% | No change | 7,342 | $234K |
| Bellwether Advisors, LLC | 0.04% | No change | 7,341 | $234K |
| SP Asset Management LLC | 0.02% | New | 7,333 | $234K |
| SHUTTLEWORTH & Co | 0.21% | — | 7,296 | $233K |
| Meridian Financial Advisors, LLC | 0.13% | New | 7,254 | $231K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -23.3% | 7,217 | $230K |
| Richard P Slaughter Associates Inc | 0.05% | Reduce -30.3% | 7,187 | $229K |
| Crestwood Advisors Group, LLC | 0.00% | Add +2.1% | 7,152 | $228K |
| Davis Wealth Advisors, LLC | 0.20% | New | 7,121 | $227K |
| Intrua Financial, LLC | 0.03% | No change | 7,116 | $227K |
| Ingalls & Snyder LLC | 0.01% | No change | 7,100 | $227K |
| Meyer Handelman Co. | 0.01% | New | 7,096 | $226K |
| Pegasus Asset Management, Inc. | 0.07% | Reduce -7.3% | 7,084 | $226K |
| Patton Albertson Miller Group, LLC | 0.03% | Add +0.9% | 7,080 | $226K |
| Weaver Consulting Group | 0.06% | No change | 7,074 | $226K |
| Plan Group Financial, LLC | 0.06% | Reduce -8.5% | 7,068 | $226K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -34.0% | 7,040 | $225K |
| Econ Financial Services Corp | 0.11% | Reduce -40.2% | 7,017 | $224K |
| FineMark National Bank & Trust | 0.01% | New | 6,993 | $223K |
| Highland Capital Management, LLC | 0.01% | No change | 6,976 | $223K |
| CWA Asset Management Group, LLC | 0.01% | New | 6,944 | $222K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.02% | No change | 6,936 | $221K |
| Triad Wealth Partners, LLC | 0.03% | New | 6,919 | $221K |
| Aviance Capital Partners, LLC | 0.03% | No change | 6,878 | $219K |
| Pathway Financial Advisers, LLC | 0.06% | New | 6,846 | $218K |
| Tudor Financial Inc. | 0.12% | New | 6,827 | $218K |
| Aull & Monroe Investment Management Corp | 0.11% | New | 6,816 | $217K |
| Fourth Dimension Wealth, LLC | 0.08% | Reduce -28.5% | 6,812 | $217K |
| McDonald Partners LLC | 0.06% | Reduce -35.9% | 6,800 | $217K |
| Cypress Wealth Services, LLC | 0.04% | New | 6,788 | $217K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | New | 6,787 | $217K |
| Bell Investment Advisors, Inc | 0.04% | Add +0.1% | 6,748 | $215K |
| Noesis Capital Mangement Corp. | 0.03% | New | 6,732 | $215K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 6,728 | $215K |
| Advisory Resource Group | 0.04% | New | 6,699 | $214K |
| FLP Wealth Management, LLC | 0.60% | New | 6,691 | $214K |
| Fonville Wealth Management LLC | 0.05% | Reduce -6.8% | 6,673 | $213K |
| Compass Planning Associates Inc | 0.19% | Add +6.2% | 6,655 | $212K |
| Summit Financial Consulting LLC | 0.17% | New | 6,642 | $212K |
| Hillcrest Wealth Advisors - NY, LLC | 0.10% | New | 6,640 | $212K |
| Roundview Capital LLC | 0.01% | Reduce -55.7% | 6,628 | $212K |
| Define Financial, LLC | 0.13% | New | 6,602 | $211K |
| Tilson Financial Group, Inc. | 0.07% | New | 6,601 | $211K |
| Baxter Bros Inc. | 0.02% | New | 6,500 | $207K |
| Palouse Capital Management, Inc. | 0.13% | Reduce -2.7% | 6,486 | $207K |
| First National Advisers, LLC | 0.03% | New | 6,456 | $206K |
| Beacon Financial Strategies CORP | 0.12% | New | 6,400 | $204K |
| Lathrop Investment Management Co. | 0.04% | New | 6,400 | $204K |
| Castle Rock Wealth Management, LLC | 0.05% | New | 6,342 | $204K |
| Sheets Smith Wealth Management | 0.02% | New | 6,346 | $203K |
| Collaborative Wealth Managment Inc. | 0.08% | New | 6,302 | $201K |
| ERn Financial, LLC | 0.04% | New | 6,284 | $201K |
| Empirical Asset Management, LLC | 0.06% | New | 6,282 | $200K |
| Heritage Wealth Advisors | 0.01% | Add +616.4% | 6,132 | $196K |
| Anchor Investment Management, LLC | 0.02% | Reduce -0.1% | 6,093 | $194K |
| Clearstead Trust, LLC | 0.03% | No change | 5,756 | $184K |
| Pflug Koory, LLC | 0.09% | Add +0.1% | 5,642 | $180K |
| Accredited Wealth Management, LLC | 0.13% | Reduce -64.0% | 2,033 | $180K |
| United Community Bank | 0.06% | No change | 5,600 | $179K |
| Quadrant Capital Group LLC | 0.01% | New | 5,381 | $172K |
| Kennebec Savings Bank | 0.15% | Add +6.6% | 5,298 | $169K |
| Washington Trust Advisors, Inc. | 0.01% | New | 4,986 | $159K |
| TD Capital Management LLC | 0.01% | Add +0.1% | 4,912 | $157K |
| Financial Gravity Asset Management, Inc. | 0.03% | — | 4,867 | $155K |
| First Horizon Corp. | 0.01% | — | 4,800 | $153K |
| YANKCOM Partnership | 0.07% | No change | 4,608 | $147K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -6.6% | 4,560 | $146K |
| Legacy Bridge, LLC | 0.06% | New | 4,364 | $139K |
| Main Street Group, LTD | 0.04% | Add +0.1% | 4,347 | $139K |
| Citizens National Bank Trust Department | 0.02% | No change | 4,340 | $138K |
| HM Payson & Co. | 0.00% | Add +354.2% | 4,288 | $137K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +4.9% | 4,269 | $136K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 4,246 | $135K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -19.0% | 4,228 | $135K |
| Cascades Capital Asset Management, LLC | 0.06% | No change | 4,114 | $131K |
| Mb, Levis & Associates, LLC | 0.06% | Add +0.1% | 4,023 | $128K |
| Tsfg, LLC | 0.02% | No change | 4,008 | $128K |
| Concord Wealth Partners | 0.02% | Reduce -0.2% | 4,006 | $128K |
| Abound Wealth Management | 0.03% | Add +103.1% | 3,985 | $127K |
| Fifth Third Bancorp | 0.00% | Add +14.0% | 3,964 | $126K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -16.1% | 3,954 | $126K |
| C M Bidwell & Associates Ltd. | 0.06% | Reduce -0.0% | 3,910 | $125K |
| Friedenthal Financial | 0.06% | No change | 3,894 | $124K |
| Pinney & Scofield, Inc. | 0.07% | No change | 3,760 | $120K |
| Wolff Wiese Magana LLC | 0.06% | Reduce -0.2% | 3,562 | $114K |
| Wealth Watch Advisors, INC | 0.04% | New | 3,405 | $109K |
| Trust Co. of Vermont | 0.00% | New | 3,363 | $107K |
| St Germain D J Co. Inc. | 0.00% | Add +302.0% | 3,276 | $105K |
| Armor Investment Advisors, LLC | 0.03% | No change | 3,260 | $104K |
| Canopy Partners, LLC | 0.03% | New | 3,143 | $100K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,128 | $100K |
| Chilton Capital Management LLC | 0.00% | Add +60.3% | 3,125 | $100K |
| Toth Financial Advisory Corp. | 0.01% | Add +1.8% | 3,014 | $96K |
| Inlight Wealth Management, LLC | 0.04% | No change | 3,000 | $96K |
| Tidemark, LLC | 0.03% | No change | 2,936 | $94K |
| JNBA Financial Advisors | 0.01% | Reduce -21.3% | 2,926 | $93K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 2,880 | $92K |
| Avion Wealth | 0.02% | Add +0.1% | 2,843 | $90K |
| Tucker Asset Management LLC | 0.03% | Add +1.7% | 2,708 | $86K |
| Cheviot Value Management, LLC | 0.01% | Add +0.1% | 2,516 | $84K |
| Horizon Financial Services, LLC | 0.04% | No change | 2,638 | $84K |
| Evolution Advisers, Inc. | 0.04% | Reduce -13.7% | 2,618 | $84K |
| Providence Capital Advisors, LLC | 0.01% | No change | 2,586 | $83K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +145.5% | 2,541 | $81K |
| Longview Financial Advisors LLC | 0.05% | New | 2,509 | $80K |
| Roxbury Financial LLC | 0.07% | No change | 2,416 | $77K |
| Blume Capital Management, Inc. | 0.01% | No change | 2,400 | $77K |
| Highline Wealth Partners LLC | 0.02% | No change | 2,325 | $74K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -0.1% | 2,300 | $73K |
| Evolution Wealth Management Inc. | 0.08% | Add +1.8% | 2,296 | $73K |
| Kozak & Associates, Inc. | 0.01% | Add +0.1% | 2,279 | $73K |
| Rossby Financial, LCC | 0.02% | Add +11.6% | 2,260 | $73K |
| Whipplewood Advisors, LLC | 0.05% | Reduce -7.3% | 2,267 | $72K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +16.3% | 2,232 | $72K |
| MCF Advisors LLC | 0.00% | Add +4.8% | 2,242 | $72K |
| City Holding Co. | 0.01% | No change | 2,100 | $67K |
| Quent Capital, LLC | 0.01% | New | 2,088 | $67K |
| United Financial Planning Group LLC | 0.04% | — | 2,068 | $66K |
| Bangor Savings Bank | 0.01% | No change | 2,040 | $65K |
| Quest 10 Wealth Builders, Inc. | 0.06% | Add +32.3% | 2,033 | $65K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -80.7% | 1,912 | $61K |
| Copia Wealth Management | 0.05% | No change | 1,910 | $61K |
| MTM Investment Management, LLC | 0.02% | No change | 1,895 | $60K |
| Caitlin John, LLC | 0.04% | New | 1,880 | $60K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | Reduce -2.6% | 1,847 | $59K |
| DiNuzzo Private Wealth, Inc. | 0.01% | Add +4.0% | 1,927 | $59K |
| JPL Wealth Management, LLC | 0.01% | New | 1,840 | $59K |
| Creative Capital Management Investments LLC | 0.02% | No change | 1,825 | $58K |
| Bernard Wealth Management Corp. | 0.02% | Add +0.6% | 1,813 | $58K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,748 | $56K |
| AllSquare Wealth Management LLC | 0.03% | No change | 1,712 | $55K |
| West Paces Advisors Inc. | 0.01% | Reduce -31.9% | 1,708 | $55K |
| Pineridge Advisors LLC | 0.01% | Add +11.8% | 1,604 | $51K |
| Avalon Trust Co | 0.00% | No change | 1,600 | $51K |
| Hopwood Financial Services, Inc. | 0.03% | No change | 1,584 | $51K |
| Roble, Belko & Company, Inc | 0.01% | Add +1.3% | 1,492 | $48K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | Add +0.1% | 1,451 | $46K |
| Founders Capital Management | 0.02% | Add +0.1% | 1,429 | $46K |
| Trust Co | 0.00% | No change | 1,424 | $45K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1,304 | $42K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -0.5% | 1,234 | $40K |
| Howe & Rusling Inc. | 0.00% | Add +37.7% | 1,212 | $39K |
| Atlantic Union Bankshares Corp | 0.00% | Add +15.7% | 1,153 | $37K |
| Key Financial Inc | 0.01% | Reduce -7.8% | 1,137 | $36K |
| Y.D. More Investments Ltd | 0.00% | No change | 1,122 | $36K |
| CGC Financial Services, LLC | 0.01% | Reduce -1.3% | 1,059 | $34K |
| Versant Capital Management, Inc | 0.00% | No change | 1,020 | $33K |
| Phillips Financial Management, LLC | 0.00% | No change | 1,016 | $32K |
| WealthCollab, LLC | 0.01% | No change | 1,000 | $32K |
| Bessemer Group Inc. | 0.00% | New | 985 | $31K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 904 | $29K |
| REAP Financial Group, LLC | 0.01% | New | 890 | $28K |
| Optimum Investment Advisors | 0.01% | Add +0.1% | 879 | $28K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 816 | $26K |
| Raffa Wealth Management, LLC | 0.00% | No change | 815 | $26K |
| Westfuller Advisors, LLC | 0.01% | New | 802 | $26K |
| Crews Bank & Trust | 0.00% | New | 774 | $25K |
| Atwood & Palmer Inc. | 0.00% | Add +0.1% | 765 | $24K |
| Valued Wealth Advisors LLC | 0.01% | Reduce -25.3% | 749 | $24K |
| Horizon Investments, LLC | 0.00% | Add +65.7% | 734 | $23K |
| Archer Investment Corp | 0.01% | No change | 714 | $23K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 712 | $23K |
| Basso Capital Management, L.P. | 0.01% | No change | 692 | $22K |
| FWL Investment Management, LLC | 0.01% | Reduce -81.9% | 677 | $22K |
| Truvestments Capital LLC | 0.00% | Add +22400.0% | 675 | $22K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 657 | $21K |
| Anfield Capital Management, LLC | 0.01% | No change | 648 | $21K |
| GGM Financial LLC | 0.01% | New | 643 | $21K |
| Aberdeen Wealth Management LLC | 0.01% | Add +4.6% | 639 | $20K |
| Sound Income Strategies, LLC | 0.00% | Reduce -4.7% | 626 | $20K |
| Colonial Trust Advisors | 0.00% | New | 625 | $20K |
| Investment Research & Advisory Group, Inc. | 0.01% | Add +0.3% | 613 | $20K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 608 | $19K |
| Clean Yield Group | 0.01% | No change | 608 | $19K |
| Alerus Financial NA | 0.00% | No change | 580 | $19K |
| Rothschild Investment LLC | 0.00% | Add +0.2% | 575 | $18K |
| Abich Financial Wealth Management LLC | 0.01% | — | 556 | $18K |
| Motco | 0.00% | New | 547 | $17K |
| Noble Wealth Management PBC | 0.01% | — | 527 | $17K |
| Dunhill Financial, LLC | 0.01% | Add +0.2% | 525 | $17K |
| JDM Financial Group LLC | 0.01% | No change | 512 | $16K |
| Oakworth Capital, Inc. | 0.00% | No change | 483 | $15K |
| Morse Asset Management, Inc | 0.00% | No change | 480 | $15K |
| Chesapeake Asset Management LLC | 0.01% | No change | 480 | $15K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 460 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.7% | 455 | $15K |
| LRI Investments, LLC | 0.00% | No change | 448 | $14K |
| Whittier Trust Co. | 0.00% | Add +669.2% | 400 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -8.5% | 400 | $13K |
| TFC Financial Management, Inc. | 0.00% | New | 400 | $13K |
| 10Elms LLP | 0.01% | No change | 392 | $13K |
| First Community Trust NA | 0.01% | No change | 385 | $12K |
| Creekmur Asset Management LLC | 0.00% | Reduce -80.1% | 360 | $11K |
| Frazier Financial Advisors, LLC | 0.01% | Add +885.7% | 345 | $11K |
| ROSS\JOHNSON & Associates LLC | 0.18% | Add +10.8% | 307 | $10K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 300 | $10K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 300 | $10K |
| Towne Trust Company, N.A | 0.00% | No change | 276 | $9K |
| City State Bank | 0.00% | No change | 276 | $9K |
| Woodside Wealth Management LLC | 0.01% | No change | 268 | $9K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 256 | $8K |
| Breakwater Investment Management | 0.00% | No change | 252 | $8K |
| Financial Life Planners | 0.01% | New | 250 | $8K |
| Gen-Wealth Partners Inc | 0.00% | Add +10.2% | 249 | $8K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 248 | $8K |
| Family Legacy Financial Solutions, LLC | 0.00% | Add +769.6% | 200 | $6K |
| Kiker Wealth Management, LLC | 0.00% | New | 198 | $6K |
| Beacon Capital Management, Inc. | 0.00% | No change | 184 | $6K |
| Bokf, NA | 0.00% | No change | 180 | $6K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 176 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 176 | $6K |
| North Capital, Inc. | 0.00% | Add +0.7% | 156 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -87.0% | 162 | $5K |
| DB Fitzpatrick & Co, Inc | 0.00% | No change | 141 | $4K |
| Hughes Financial Services, LLC | 0.00% | New | 133 | $4K |
| Optiver Holding B.V. | 0.00% | New | 119 | $4K |
| Spurstone Advisory Services, LLC | 0.05% | No change | 112 | $4K |
| NFSG Corp | 0.00% | No change | 100 | $3K |
| Keener Financial Planning LLC | 0.00% | Reduce -94.6% | 108 | $3K |
| Robbins Farley | 0.00% | No change | 70 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 68 | $2K |
| Nova Wealth Management, Inc. | 0.00% | Reduce -99.3% | 57 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | New | 55 | $2K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 53 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +193.8% | 47 | $2K |
| Addison Advisors LLC | 0.00% | No change | 40 | $1K |
| Imprint Wealth LLC | 0.00% | — | 40 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | New | 36 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | New | 36 | $1K |
| Curio Wealth, LLC | 0.00% | New | 25 | $798 |
| Wagner Wealth Management, LLC | 0.00% | No change | 22 | $705 |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 20 | $638 |
| PFS Partners, LLC | 0.00% | New | 14 | $447 |
| Eukles Asset Management | 0.00% | No change | 3 | $96 |
| Compass Financial Services Inc | 0.00% | New | 3 | $96 |
| High Note Wealth, LLC | 0.00% | Reduce -66.7% | 1 | $29 |
| Red Tortoise LLC | 0.00% | No change | 1 | $21 |
"% 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.