Schwab US Large-Cap GrowthSCHGETF
13F holders, Q4 2025 (December 31)1,639holders +128
84new positions
53sold out
4famous investors
$32.60avg. 13F price*
At the end of Q4 2025, 1,639 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings, up 128 from Q3 2025. 84 opened new positions and 53 sold out. The largest holders were Envestnet Asset Management Inc. ($2.1B), Sei Investments Co. ($1.4B) and Mather Group, Llc. ($1.4B). 4 famous investors held it, including Paul Tudor Jones (0.0% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $193.5M |
| Exits | 53 | $235.3M |
All 13F filers, Q3 2025 → Q4 2025: 60,233,748 shares bought and 31,878,412 shares sold, net +28,355,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,639 holders
| Envestnet Asset Management Inc. | 0.62% | Add +3.9% | 64,327,203 | $2.1B |
| Sei Investments Co. | 1.42% | Reduce -0.6% | 44,207,939 | $1.4B |
| Mather Group, Llc. | 14.05% | Reduce -0.8% | 41,810,550 | $1.4B |
| Charles Schwab Investment Management Inc. | 0.19% | Add +9.4% | 37,744,872 | $1.2B |
| LPL Financial LLC | 0.30% | Add +7.8% | 34,166,654 | $1.1B |
| Financial Engines Advisors L.L.C. | 2.10% | Reduce -4.5% | 33,984,232 | $1.1B |
| Mariner, LLC | 0.78% | Add +12.5% | 20,078,592 | $655.0M |
| Osaic Holdings, Inc. | 0.87% | Reduce -5.9% | 18,282,953 | $596.4M |
| Ameriprise Financial Inc. | 0.13% | Add +5.3% | 17,605,054 | $574.0M |
| Vantagepoint Investment Advisers LLC | 4.48% | Add +6.5% | 17,067,494 | $556.7M |
| Cetera Investment Advisers | 0.60% | Add +10.2% | 16,960,267 | $553.2M |
| Raymond James Financial Inc. | 0.15% | Add +2.6% | 14,890,934 | $485.7M |
| Avantax Planning Partners, Inc. | 13.59% | Reduce -0.8% | 14,890,533 | $485.7M |
| MML Investors Services, LLC | 0.93% | Add +15.3% | 11,726,425 | $382.5M |
| Northwestern Mutual Wealth Management Co. | 0.22% | Add +5.4% | 10,572,063 | $344.9M |
| Fund Evaluation Group, LLC | 10.19% | Reduce -2.1% | 9,445,586 | $308.2M |
| Morgan Stanley | 0.02% | Reduce -0.5% | 8,820,737 | $287.7M |
| Bank of America Corp. | 0.02% | Add +1.8% | 8,546,544 | $278.8M |
| JPMorgan Chase & Co. | 0.02% | Add +0.7% | 8,443,988 | $275.4M |
| HighTower Advisors, LLC | 0.30% | Add +2.9% | 8,369,417 | $273.0M |
| Cwm, LLC | 0.66% | Add +2.1% | 7,458,612 | $243.3M |
| McAdam, LLC | 10.83% | Add +3.5% | 7,256,974 | $236.7M |
| OneDigital Investment Advisors LLC | 2.29% | Reduce -3.0% | 7,168,249 | $233.8M |
| Wells Fargo & Company | 0.04% | Add +54.1% | 6,783,933 | $221.3M |
| Focus Partners Wealth | 0.25% | Add +655.4% | 6,602,251 | $215.3M |
| Moneta Group Investment Advisors LLC | 1.41% | Reduce -2.4% | 5,729,958 | $186.9M |
| Thrive Wealth Management, LLC | 23.61% | Reduce -0.9% | 4,922,527 | $160.6M |
| Focus Financial Network, Inc. | 5.41% | Add +0.4% | 4,761,784 | $155.3M |
| Clark Capital Management Group, Inc. | 0.91% | Add +4.6% | 4,560,951 | $148.8M |
| Marquette Asset Management, LLC | 20.44% | Reduce -1.2% | 4,244,236 | $138.4M |
| Creative Planning | 0.10% | Add +113.0% | 4,214,539 | $137.5M |
| Golden Reserve Retirement LLC | 24.74% | Add +14.5% | 4,107,553 | $134.0M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -22.1% | 3,860,376 | $125.9M |
| Park Avenue Securities LLC | 1.01% | Add +12.8% | 3,646,617 | $119.0M |
| Beacon Pointe Advisors, LLC | 0.83% | Reduce -0.1% | 3,639,546 | $118.7M |
| HHM Wealth Advisors, LLC | 13.40% | Reduce -3.7% | 3,482,686 | $113.6M |
| Krilogy Financial LLC | 3.83% | Add +7.7% | 3,465,069 | $112.5M |
| Truist Financial Corp. | 0.14% | Add +0.7% | 3,235,999 | $105.6M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Reduce -1.5% | 3,233,007 | $105.5M |
| Lido Advisors, LLC | 0.40% | Add +28.2% | 3,173,962 | $102.1M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +0.8% | 3,109,536 | $102.1M |
| Thrivent Financial for Lutherans | 0.18% | Add +7909.6% | 3,110,459 | $101.5M |
| Rainey & Randall Wealth Advisors Inc. | 16.48% | Add +0.4% | 3,096,774 | $101.0M |
| Cerity Partners LLC | 0.15% | Add +0.7% | 3,065,447 | $100.0M |
| Assetmark, Inc. | 0.19% | Reduce -5.9% | 2,901,375 | $94.6M |
| Legacy Financial Strategies, LLC | 16.48% | Reduce -1.9% | 2,853,067 | $93.1M |
| United Capital Financial Advisors, LLC | 0.56% | Add +45.3% | 2,847,963 | $92.9M |
| Royal Bank of Canada | 0.02% | Reduce -1.2% | 2,831,744 | $92.4M |
| BlueStem Wealth Partners, LLC | 10.17% | New | 2,823,123 | $92.1M |
| UBS Group AG | 0.02% | Add +29.1% | 2,787,861 | $90.9M |
| Gemmer Asset Management LLC | 6.79% | Add +34.6% | 2,702,334 | $88.2M |
| Waverly Advisors, LLC | 0.67% | Add +5.2% | 2,523,361 | $82.3M |
| Savvy Advisors, Inc. | 2.50% | Add +44.8% | 2,371,128 | $77.3M |
| Angeles Wealth Management, LLC | 4.21% | Add +7.2% | 2,336,825 | $76.2M |
| Berger Financial Group, Inc | 4.34% | Add +1.2% | 2,295,428 | $74.9M |
| HRC Wealth Management, LLC | 35.12% | Reduce -1.0% | 2,248,063 | $73.3M |
| MAI Capital Management | 0.42% | Reduce -0.7% | 2,242,182 | $73.1M |
| Stifel Financial Corp. | 0.06% | Reduce -0.4% | 2,175,121 | $71.0M |
| Brio Consultants, LLC | 9.05% | Reduce -3.6% | 2,135,184 | $69.6M |
| Kestra Advisory Services, LLC | 0.28% | Add +16.0% | 2,112,917 | $68.9M |
| Koshinski Asset Management, Inc. | 4.43% | Add +0.0% | 2,106,262 | $68.7M |
| Compound Planning, Inc. | 2.02% | Reduce -1.4% | 2,097,817 | $68.4M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Add +10.9% | 1,952,024 | $63.7M |
| Nadler Financial Group, Inc. | 5.85% | Add +0.6% | 1,927,577 | $62.9M |
| Belpointe Asset Management LLC | 2.18% | Add +1.6% | 1,849,921 | $60.3M |
| Kelman-Lazarov, Inc. | 8.55% | Reduce -1.2% | 1,834,823 | $59.9M |
| HB Wealth Management, LLC | 0.39% | Reduce -0.3% | 1,834,718 | $59.8M |
| Financial Management Professionals, Inc. | 6.17% | Reduce -8.2% | 1,832,835 | $59.8M |
| BIP Wealth, LLC | 2.05% | Add +5268.4% | 1,779,503 | $58.0M |
| Bleakley Financial Group, LLC | 1.01% | Add +2.5% | 1,776,112 | $57.9M |
| Exchange Traded Concepts, LLC | 0.48% | Add +15.6% | 1,764,116 | $57.5M |
| Midwest Trust Co | 0.72% | Add +12.3% | 1,763,856 | $57.5M |
| Charles Schwab Trust Co | 3.76% | Add +1.8% | 1,753,222 | $57.2M |
| Northern Capital Management, Inc. | 30.05% | Reduce -2.2% | 1,743,373 | $56.9M |
| Merit Financial Group, LLC | 0.45% | Reduce -5.6% | 1,731,654 | $56.5M |
| Main Street Financial Solutions, LLC | 4.06% | Reduce -12.6% | 1,661,436 | $54.2M |
| Cornerstone Wealth Advisors, Inc. | 12.35% | Reduce -2.2% | 1,628,504 | $53.1M |
| Schneider Downs Wealth Management Advisors, LP | 5.92% | Add +0.3% | 1,609,284 | $52.5M |
| Burkett Financial Services, LLC | 17.81% | Reduce -3.7% | 1,599,626 | $52.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.77% | Reduce -2.0% | 1,565,180 | $51.1M |
| Focus Partners Advisor Solutions, LLC | 0.62% | Add +5.3% | 1,557,983 | $50.8M |
| Tradition Wealth Management, LLC | 3.64% | Reduce -1.9% | 1,556,145 | $50.8M |
| Prime Capital Investment Advisors, LLC | 0.61% | Reduce -4.0% | 1,540,446 | $50.2M |
| Summit Wealth & Retirement Planning, Inc. | 11.74% | Reduce -1.7% | 1,528,494 | $49.9M |
| XML Financial, LLC | 4.00% | Reduce -5.5% | 1,501,657 | $49.0M |
| Captrust Financial Advisors | 0.09% | Reduce -3.1% | 1,468,737 | $47.9M |
| GHP Investment Advisors, Inc. | 1.95% | Reduce -0.4% | 1,454,774 | $47.5M |
| Triton Wealth Management, PLLC | 17.62% | Reduce -7.5% | 1,495,238 | $46.8M |
| Rollins Financial Advisors, LLC | 6.78% | Reduce -4.6% | 1,415,926 | $46.2M |
| Summit Asset Management, LLC | 6.46% | Add +0.7% | 1,399,024 | $45.6M |
| Ausdal Financial Partners, Inc. | 2.10% | Add +1.2% | 1,386,608 | $45.2M |
| Goepper Burkhardt LLC | 14.61% | Add +2.7% | 1,374,716 | $44.8M |
| Principal Securities, Inc. | 0.68% | Add +6.2% | 1,359,101 | $44.3M |
| Visionary Wealth Advisors | 1.96% | Add +1.2% | 1,331,813 | $43.4M |
| Veery Capital, LLC | 13.19% | Reduce -1.1% | 1,317,731 | $43.0M |
| Affinity Wealth LLC | 29.14% | Add +8.2% | 1,305,484 | $42.6M |
| Financial Advisors Network, Inc. | 5.80% | Add +2.5% | 1,298,123 | $42.3M |
| Provident Wealth Management, LLC | 12.38% | Reduce -0.4% | 1,281,453 | $41.8M |
| Financial Synergies Wealth Advisors, Inc. | 3.83% | Reduce -0.4% | 1,215,160 | $39.6M |
| Dravo Bay LLC | 16.45% | Add +2.6% | 1,213,888 | $39.6M |
| Integrated Wealth Concepts LLC | 0.47% | Reduce -20.5% | 1,212,348 | $39.5M |
| SK Wealth Management, LLC | 10.88% | Add +22.6% | 1,210,727 | $39.0M |
| Advance Capital Management, Inc. | 1.65% | Reduce -4.5% | 1,195,446 | $39.0M |
| Curtis Advisory Group, LLC | 8.12% | Add +1.7% | 1,186,561 | $38.7M |
| Mokosak Advisory Group, LLC | 9.64% | Add +1.2% | 1,177,961 | $38.4M |
| Black Diamond Financial, LLC | 4.03% | Add +4.6% | 1,171,510 | $38.2M |
| Johnson Investment Counsel Inc. | 0.31% | Reduce -0.5% | 1,145,183 | $37.4M |
| Mercer Global Advisors Inc. | 0.06% | Add +4.1% | 1,135,396 | $37.0M |
| Novem Group | 4.27% | Reduce -8.1% | 1,130,575 | $36.9M |
| FLC Capital Advisors | 6.60% | Add +2.1% | 1,095,746 | $35.7M |
| Jones Financial Companies LLLP | 0.02% | Add +14.5% | 1,092,888 | $35.6M |
| Sequoia Financial Advisors, LLC | 0.20% | Reduce -0.3% | 1,075,135 | $35.1M |
| Facet Wealth, Inc. | 0.61% | Reduce -3.4% | 1,060,077 | $34.4M |
| Visionary Horizons, LLC | 17.73% | Add +4.2% | 1,050,900 | $34.3M |
| Fortis Capital Advisors, LLC | 4.97% | Add +1.6% | 1,033,152 | $33.7M |
| Invst, LLC | 3.66% | Add +5.5% | 1,032,830 | $33.7M |
| Private Advisor Group, LLC | 0.16% | Add +14.5% | 1,032,275 | $33.7M |
| Richardson Capital Management LLC | 16.69% | Reduce -8.0% | 1,019,684 | $33.3M |
| Milestone Investment Advisors LLC | 8.01% | Reduce -2.0% | 1,014,406 | $33.1M |
| Kingswood Wealth Advisors, LLC | 1.60% | Reduce -4.6% | 1,012,395 | $33.0M |
| Spreng Capital Management, Inc. | 12.95% | Add +0.7% | 1,011,068 | $33.0M |
| CRA Financial Services, LLC | 4.31% | Reduce -3.2% | 1,010,795 | $33.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +70.8% | 1,005,061 | $32.8M |
| World Investment Advisors | 0.54% | Reduce -26.6% | 1,003,044 | $32.7M |
| Valley National Advisers Inc. | 4.51% | Add +16.8% | 997,963 | $32.6M |
| Concurrent Investment Advisors, LLC | 0.37% | Reduce -9.9% | 989,705 | $32.3M |
| Allworth Financial LP | 0.13% | Add +52.5% | 971,697 | $31.7M |
| Denver PWM, LLC | 10.53% | No change | 1,079,625 | $31.5M |
| Modera Wealth Management, LLC | 0.36% | Reduce -1.7% | 965,303 | $31.5M |
| Serenity Investment Advisors | 18.32% | — | 959,764 | $31.4M |
| Unique Wealth, LLC | 4.35% | Add +26.9% | 955,487 | $31.2M |
| Sigma Planning Corp | 0.86% | Add +0.7% | 977,872 | $31.1M |
| Smithbridge Asset Management Inc. | 2.63% | Add +98.1% | 944,778 | $30.8M |
| Storen Legacy Partners, LLC | 9.60% | — | 938,072 | $30.6M |
| IFP Advisors, Inc | 0.69% | Reduce -1.1% | 936,140 | $30.5M |
| Ignite Planners, LLC | 4.65% | Add +3.3% | 948,261 | $30.3M |
| Garde Capital, Inc. | 1.77% | Reduce -0.7% | 917,857 | $29.9M |
| Mgo One Seven LLC | 0.61% | Add +0.9% | 914,514 | $29.8M |
| Global Retirement Partners, LLC | 0.52% | Add +405.9% | 898,757 | $29.3M |
| B&D White Capital Company, LLC | 3.39% | Reduce -9.8% | 898,289 | $29.3M |
| Ally Invest Advisors Inc. | 2.01% | Reduce -0.1% | 891,124 | $29.1M |
| Ballast Advisors LLC | 7.87% | Reduce -2.2% | 874,913 | $28.5M |
| Ethos Financial Group, LLC | 2.11% | Reduce -3.1% | 874,370 | $28.5M |
| Weaver Capital Management LLC | 5.98% | Add +11.7% | 866,259 | $28.3M |
| MOR Wealth Management, LLC | 12.88% | — | 864,003 | $28.2M |
| Meridian Wealth Management, LLC | 0.98% | Add +3.2% | 854,002 | $27.9M |
| Orion Porfolio Solutions, LLC | 0.20% | Add +29.1% | 852,088 | $27.8M |
| Perigon Wealth Management, LLC | 0.50% | Reduce -0.2% | 851,043 | $27.8M |
| TD Private Client Wealth LLC | 0.59% | Add +20.1% | 844,739 | $27.6M |
| Citigroup Inc. | 0.02% | Add +23.6% | 840,733 | $27.4M |
| Seneca Financial Advisors LLC | 8.34% | Add +3.0% | 839,966 | $27.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 9.39% | Add +3.2% | 830,536 | $27.1M |
| WBH Advisory Inc. | 2.01% | Add +3.2% | 830,325 | $27.1M |
| Sanctuary Advisors, LLC | 0.14% | Add +20.5% | 813,183 | $26.5M |
| Brady Martz Wealth Solutions, LLC | 4.64% | Reduce -4.4% | 807,073 | $26.3M |
| Summit Financial, LLC | 0.38% | Add +7.6% | 792,965 | $25.9M |
| KRM Wealth Management L.L.C. | 14.17% | — | 792,149 | $25.8M |
| Midwest Capital Advisors, LLC | 12.33% | Reduce -0.8% | 789,303 | $25.7M |
| Persium Advisors, LLC | 18.73% | Reduce -0.1% | 786,524 | $25.7M |
| Capital Planning LLC | 7.18% | Add +0.1% | 788,940 | $25.6M |
| Prosperity Wealth Management, Inc. | 8.14% | Add +3.7% | 749,659 | $24.5M |
| Steffes Financial, Ltd. | 12.65% | — | 742,727 | $24.2M |
| Certuity, LLC | 1.52% | Add +26.2% | 740,884 | $24.2M |
| Harbor Group, Inc. | 3.60% | Reduce -5.9% | 737,190 | $24.0M |
| Northeast Financial Group, Inc. | 6.01% | Add +2.2% | 734,799 | $24.0M |
| Stratos Wealth Advisors, LLC | 1.15% | Reduce -1.8% | 729,848 | $23.8M |
| SkyOak Wealth, LLC | 4.28% | Add +1.3% | 729,456 | $23.8M |
| Sunbelt Securities, Inc. | 1.58% | Add +3.2% | 726,980 | $23.7M |
| Meriwether Wealth & Planning, LLC | 13.28% | Reduce -0.1% | 721,921 | $23.5M |
| Mutual Advisors, LLC | 0.50% | Reduce -2.3% | 714,694 | $23.3M |
| EP Wealth Advisors, LLC | 0.12% | — | 714,000 | $23.3M |
| LVW Advisors, LLC | 2.36% | Reduce -1.3% | 713,135 | $23.3M |
| Lowery Thomas, LLC | 13.10% | Reduce -0.5% | 710,912 | $23.2M |
| Dagco, Inc. | 5.32% | Add +3.5% | 705,499 | $23.0M |
| CDKV Holdings LLC | 19.22% | — | 704,550 | $23.0M |
| Seek First Inc. | 15.83% | Add +0.7% | 703,953 | $23.0M |
| Keystone Global Partners, LLC | 10.03% | Add +21.8% | 698,832 | $22.8M |
| Savant Capital, LLC | 0.13% | Reduce -2.6% | 698,653 | $22.8M |
| Donaldson Capital Management, LLC | 0.72% | Add +18.0% | 695,380 | $22.7M |
| FRG Family Wealth Advisors LLC | 3.51% | Reduce -2.7% | 692,483 | $22.6M |
| Invenio Wealth Partners LLC | 8.34% | Reduce -2.2% | 688,103 | $22.4M |
| Advisors Capital Management, LLC | 0.27% | Add +23.1% | 687,020 | $22.4M |
| Paradigm, Strategies in Wealth Management, LLC | 14.68% | Reduce -2.3% | 685,587 | $22.4M |
| Souders Financial Advisors | 2.52% | Add +0.6% | 673,410 | $22.0M |
| NewEdge Advisors, LLC | 0.08% | Reduce -12.5% | 672,852 | $21.9M |
| Fiduciary Alliance LLC | 1.43% | Reduce -2.9% | 672,540 | $21.9M |
| Rovin Capital /Ut/ | 5.79% | Add +8.8% | 668,849 | $21.8M |
| Farther Finance Advisors, LLC | 0.23% | Add +44.4% | 668,618 | $21.8M |
| RKL Wealth Management LLC | 1.79% | Reduce -4.3% | 667,037 | $21.8M |
| Verdence Capital Advisors LLC | 1.28% | Add +15.6% | 663,580 | $21.6M |
| B & T Capital Management DBA Alpha Capital Management | 3.04% | Reduce -1.4% | 660,721 | $21.6M |
| Allegheny Financial Group | 3.13% | Add +0.3% | 648,755 | $21.2M |
| Howard Financial Services, LTD. | 2.47% | Add +23.6% | 648,561 | $21.2M |
| Paces Ferry Wealth Advisors, LLC | 8.50% | Add +1.1% | 641,395 | $20.9M |
| Equitable Holdings, Inc. | 0.14% | Add +17.9% | 638,994 | $20.8M |
| N.E.W. Advisory Services LLC | 1.53% | Add +491.2% | 634,931 | $20.7M |
| AQR Capital Management | 0.01% | Add +74.9% | 631,520 | $20.6M |
| Cary Street Partners Financial LLC | 0.51% | Reduce -6.1% | 626,865 | $20.4M |
| Friday Financial | 7.20% | Add +8.4% | 625,730 | $20.4M |
| LCNB Corp. | 6.83% | Reduce -3.4% | 625,100 | $20.4M |
| Global Strategic Investment Solutions, LLC | 1.99% | Reduce -1.9% | 622,555 | $20.3M |
| Ackerman Capital Advisors, LLC | 4.04% | Add +2.1% | 617,691 | $20.1M |
| Clark Wealth Partners | 12.18% | No change | 613,001 | $20.0M |
| Members Advisory Group LLC | 7.53% | Reduce -20.5% | 612,202 | $20.0M |
| James J. Burns & Company, LLC | 2.70% | Reduce -2.1% | 599,128 | $19.5M |
| Schwallier Wealth Management LLC | 12.44% | Add +1.7% | 608,274 | $19.5M |
| Pps&v Asset Management Consultants, Inc. | 11.26% | Reduce -3.3% | 594,557 | $19.4M |
| Atria Investments, Inc | 0.22% | Reduce -9.0% | 592,981 | $19.3M |
| USAdvisors Wealth Management, LLC | 6.34% | Add +6.4% | 590,099 | $19.2M |
| Nvest Wealth Strategies, Inc. | 14.17% | — | 587,604 | $19.2M |
| Leo Wealth, LLC | 1.36% | New | 573,896 | $18.7M |
| Weinberger Asset Management, Inc | 6.76% | Reduce -4.8% | 574,679 | $18.7M |
| Skyline Advisors, Inc. | 6.24% | Reduce -1.2% | 573,059 | $18.7M |
| US Bancorp \de | 0.02% | Reduce -11.2% | 564,995 | $18.4M |
| Bogart Wealth, LLC | 0.73% | Reduce -0.8% | 559,724 | $18.3M |
| Code Waechter LLC | 11.53% | Add +19.4% | 550,273 | $17.9M |
| SeaCrest Wealth Management, LLC | 1.81% | Add +2.6% | 544,206 | $17.9M |
| National Bank of Canada | 0.02% | Add +12.3% | 545,475 | $17.8M |
| Payne Capital Management, LLC | 5.60% | Reduce -1.1% | 544,158 | $17.8M |
| Kaizen Financial Strategies | 7.84% | Reduce -0.6% | 543,716 | $17.7M |
| Dahring | Cusmano LLC | 12.14% | Add +3.9% | 534,982 | $17.5M |
| Robertson Stephens Wealth Management, LLC | 0.49% | Add +78.4% | 534,351 | $17.4M |
| Whitaker-Myers Wealth Managers, LTD. | 3.61% | Add +4.5% | 530,584 | $17.3M |
| Advisory Services Network, LLC | 0.24% | Reduce -3.3% | 518,474 | $16.9M |
| WealthShield Partners, LLC | 1.86% | Reduce -5.1% | 518,168 | $16.9M |
| FMR LLC | 0.00% | Add +9.7% | 518,217 | $16.9M |
| Sage Financial Group Inc. | 1.12% | Reduce -4.6% | 517,410 | $16.9M |
| Strategic Family Wealth Counselors, L.L.C. | 3.77% | Add +1.8% | 531,813 | $16.8M |
| Harbour Investments, Inc. | 0.34% | Reduce -1.2% | 511,830 | $16.7M |
| JBGlobal.com LLC | 20.98% | New | 562,709 | $16.7M |
| YHB Investment Advisors, Inc. | 1.14% | Add +2.5% | 507,999 | $16.6M |
| Curbstone Financial Management Corp | 3.16% | Reduce -2.1% | 506,263 | $16.5M |
| Oppenheimer & Co. Inc. | 0.23% | Add +1.5% | 498,962 | $16.3M |
| Kovack Advisors, Inc. | 0.77% | Reduce -3.1% | 495,974 | $16.2M |
| Alpha Zero LLC | 8.79% | Add +15.1% | 493,041 | $16.1M |
| Wealthcare Advisory Partners LLC | 0.32% | Reduce -0.1% | 491,800 | $16.0M |
| ProVise Management Group, LLC | 1.14% | Reduce -3.0% | 491,091 | $16.0M |
| Aspen Wealth Strategies, LLC | 8.71% | Reduce -22.4% | 488,206 | $15.9M |
| Choreo, LLC | 0.20% | Reduce -1.2% | 481,355 | $15.8M |
| Foundations Investment Advisors, LLC | 0.21% | Add +10.9% | 482,907 | $15.8M |
| Team Financial Group, LLC | 7.14% | Add +1.2% | 482,490 | $15.7M |
| Clay Northam Wealth Management, LLC | 8.73% | Reduce -0.4% | 481,666 | $15.7M |
| IFS Advisors, LLC | 8.14% | Add +21.8% | 480,513 | $15.7M |
| Redhawk Wealth Advisors, Inc. | 1.75% | Reduce -1.3% | 477,426 | $15.6M |
| Bank of New York Mellon Corp | 0.00% | Add +57.7% | 475,976 | $15.5M |
| Vista Cima Wealth Management LLC | 12.93% | Add +2.3% | 475,533 | $15.5M |
| FSM Wealth Advisors, LLC | 2.11% | Add +11.4% | 473,627 | $15.4M |
| Integrity Alliance, Llc. | 0.57% | Reduce -0.6% | 473,529 | $15.4M |
| Lowe Brockenbrough & Co. Inc. | 0.76% | Reduce -4.3% | 472,177 | $15.4M |
| Kingsview Wealth Management, LLC | 0.22% | Reduce -6.8% | 469,427 | $15.3M |
| Peachtree Investment Partners, LLC | 5.07% | Add +6.2% | 468,030 | $15.3M |
| Three Magnolias Financial Advisors, LLC | 9.46% | Reduce -2.1% | 466,953 | $15.2M |
| MinichMacGregor Wealth Management, LLC | 2.76% | Add +0.1% | 466,804 | $15.2M |
| Martel Wealth Advisors LLC | 2.58% | Reduce -3.5% | 463,758 | $15.1M |
| Gill Capital Partners, LLC | 4.54% | Reduce -6.9% | 459,170 | $15.0M |
| Revolve Wealth Partners, LLC | 1.73% | Add +0.8% | 451,937 | $14.7M |
| Archford Capital Strategies, LLC | 1.72% | Add +3.6% | 451,876 | $14.7M |
| Next Level Wealth Planning, LLC | 7.84% | Add +1.8% | 451,540 | $14.7M |
| Elite Financial, Inc. | 6.58% | Reduce -0.4% | 443,756 | $14.5M |
| D.A. Davidson & Co. | 0.09% | Reduce -0.5% | 443,615 | $14.5M |
| Pacific Wealth Strategies Group, Inc. | 8.18% | Add +194.5% | 441,778 | $14.4M |
| Oasis Advisors, LLC | 7.62% | — | 440,608 | $14.4M |
| Christensen, King & Associates Investment Services, Inc. | 6.06% | Reduce -0.8% | 435,675 | $14.2M |
| Prosperitas Financial LLC | 5.51% | Reduce -0.8% | 433,083 | $14.1M |
| Schaeffer Financial LLC | 12.17% | Add +0.3% | 427,396 | $13.9M |
| One Capital Management, LLC | 0.41% | Reduce -7.8% | 419,379 | $13.7M |
| Independent Financial Group, LLC | 0.31% | Add +5.6% | 419,153 | $13.7M |
| Berkshire Asset Management LLC | 0.59% | Reduce -7.6% | 413,578 | $13.5M |
| Broadleaf Partners, LLC | 2.82% | Reduce -0.1% | 410,305 | $13.4M |
| Juno Financial Group LLC | 5.36% | — | 410,137 | $13.4M |
| Asset Allocation Strategies LLC | 2.47% | Add +4.4% | 408,745 | $13.3M |
| Two Sigma Investments, LP | 0.02% | Reduce -81.1% | 408,123 | $13.3M |
| Accel Wealth Management | 3.64% | Add +4.6% | 407,461 | $13.3M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +16.3% | 406,534 | $13.3M |
| Peak Wealth Management LLC | 11.05% | — | 405,313 | $13.2M |
| Opes Wealth Management LLC | 2.24% | Reduce -1.7% | 403,512 | $13.2M |
| CVA Family Office, LLC | 1.51% | Add +72.4% | 403,007 | $13.1M |
| Regimen Wealth, LLC | 3.84% | Reduce -1.7% | 402,382 | $13.1M |
| Leeward Financial Partners, LLC | 3.69% | Reduce -1.2% | 402,174 | $13.1M |
| Portus Wealth Advisors, LLC | 12.22% | Add +1.0% | 397,075 | $13.0M |
| Win Advisors, Inc. | 5.45% | Reduce -44.4% | 393,448 | $12.8M |
| William Mack & Associates, Inc. | 6.03% | Reduce -24.9% | 392,609 | $12.8M |
| PFG Advisors | 0.62% | Add +21.5% | 391,406 | $12.8M |
| Per Stirling Capital Management, LLC. | 1.43% | Reduce -2.5% | 391,383 | $12.8M |
| GPM Growth Investors, Inc. | 4.96% | Reduce -15.4% | 390,308 | $12.7M |
| FinDec Wealth Services, Inc. | 13.51% | Reduce -6.3% | 386,112 | $12.6M |
| TriaGen Wealth Management LLC | 3.21% | Reduce -0.8% | 380,558 | $12.4M |
| Quantinno Capital Management LP | 0.02% | Add +70.7% | 379,261 | $12.4M |
| Calton & Associates, Inc. | 1.80% | Add +2.9% | 376,500 | $12.3M |
| FAS Wealth Partners, Inc. | 0.79% | Add +0.1% | 373,683 | $12.2M |
| Ring Mountain Capital, LLC | 6.22% | Reduce -0.6% | 375,010 | $12.1M |
| Integrated Advisors Network LLC | 0.53% | Reduce -6.7% | 366,625 | $12.0M |
| Everhart Financial Group, Inc. | 1.11% | Reduce -17.2% | 366,612 | $12.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.8% | 365,690 | $11.9M |
| Clear Point Advisors Inc. | 9.25% | Reduce -4.7% | 365,164 | $11.9M |
| Powers Advisory Group, LLC | 4.45% | Add +2.2% | 362,499 | $11.8M |
| Councilor Wealth, LLC | 5.57% | Reduce -7.2% | 361,234 | $11.8M |
| Almanack Investment Partners, LLC. | 2.00% | Reduce -13.0% | 360,184 | $11.7M |
| Womack Financial LLC | 8.67% | Reduce -0.3% | 360,014 | $11.7M |
| Chicago Partners Investment Group LLC | 0.29% | Add +4.3% | 358,920 | $11.6M |
| McCarthy Asset Management, Inc. | 6.03% | Add +2.8% | 354,388 | $11.6M |
| Heritage Wealth Management, Inc. | 7.48% | Reduce -4.8% | 354,124 | $11.6M |
| Mainsail Financial Group, LLC | 4.78% | Add +1.7% | 352,368 | $11.5M |
| AE Wealth Management LLC | 0.07% | Reduce -2.6% | 351,473 | $11.5M |
| Certior Financial Group, LLC | 7.71% | Add +2.5% | 346,554 | $11.3M |
| Simplicity Wealth,LLC | 0.67% | Add +13.8% | 342,626 | $11.2M |
| Fairway Financial, LLC | 8.41% | Reduce -0.8% | 341,495 | $11.1M |
| L2 Asset Management, LLC | 1.48% | Add +49.1% | 338,738 | $11.0M |
| Maridea Wealth Management LLC | 1.66% | Add +6.0% | 337,327 | $11.0M |
| Apollon Wealth Management, LLC | 0.19% | Reduce -2.8% | 336,483 | $11.0M |
| Arbor Trust Wealth Advisors, LLC | 4.77% | Reduce -1.7% | 334,413 | $10.9M |
| DHJJ Financial Advisors, Ltd. | 3.60% | Reduce -0.8% | 331,855 | $10.8M |
| Certified Advisory Corp | 0.99% | Add +1.6% | 331,819 | $10.8M |
| Coldstream Capital Management Inc. | 0.14% | Reduce -0.8% | 328,346 | $10.7M |
| MBA Advisors LLC | 4.27% | Add +2.1% | 324,776 | $10.6M |
| Compass Financial Group, INC | 1.51% | Add +25.0% | 324,473 | $10.6M |
| Ieq Capital, LLC | 0.03% | Add +0.1% | 323,868 | $10.6M |
| J.W. Cole Advisors, Inc. | 0.25% | Add +15.1% | 488,208 | $10.5M |
| Valeo Financial Advisors, LLC | 0.23% | Add +0.3% | 328,361 | $10.4M |
| BLB&B Advisors, LLC | 0.43% | Add +4.0% | 317,456 | $10.4M |
| MSH Capital Advisors LLC | 2.20% | Add +2.8% | 315,675 | $10.3M |
| Prota Financial, LLC | 7.41% | — | 315,580 | $10.3M |
| HBW Advisory Services LLC | 1.12% | Add +45.0% | 314,904 | $10.3M |
| Capital Squared Financial LLC | 8.01% | Add +3.0% | 314,875 | $10.3M |
| DAVENPORT & Co LLC | 0.06% | Reduce -0.7% | 314,676 | $10.3M |
| Royal Fund Management, LLC | 0.93% | Add +176.8% | 311,174 | $10.2M |
| Sage Financial Management Group, Inc. | 3.07% | Reduce -0.9% | 307,908 | $10.0M |
| Keating Financial Advisory Services, Inc. | 1.35% | — | 304,469 | $9.9M |
| Smartleaf Asset Management LLC | 0.38% | Add +1.1% | 300,942 | $9.9M |
| Cahill Financial Advisors Inc. | 1.07% | Reduce -2.3% | 299,751 | $9.8M |
| Bishop & Co Investment Management, LLC | 3.24% | Reduce -3.1% | 299,588 | $9.8M |
| Warner Financial, Inc. | 3.39% | Add +1.3% | 299,442 | $9.8M |
| &partners | 0.05% | Add +6.9% | 297,181 | $9.7M |
| Wilkins Miller Wealth Management, LLC | 5.76% | Add +0.1% | 296,754 | $9.7M |
| Keyvantage Wealth, LLC | 4.12% | Reduce -9.5% | 295,244 | $9.6M |
| Corient Private Wealth LP | 0.01% | Add +131.5% | 294,883 | $9.6M |
| Independent Solutions Wealth Management, LLC | 1.77% | Reduce -2.3% | 294,599 | $9.6M |
| Bravera Wealth | 4.81% | — | 294,223 | $9.6M |
| Noble Family Wealth, LLC | 2.01% | Reduce -2.4% | 292,410 | $9.5M |
| Benjamin Edwards Inc. | 0.10% | Reduce -0.2% | 290,712 | $9.5M |
| Affinity Capital Advisors, LLC | 1.31% | Reduce -4.6% | 289,890 | $9.5M |
| RFG Advisory, LLC | 0.18% | Add +11.8% | 285,993 | $9.3M |
| Flagship Wealth Advisors, LLC | 2.69% | Add +39.4% | 284,074 | $9.3M |
| Ami Investment Management Inc. | 2.07% | Add +83.2% | 282,903 | $9.2M |
| Cresset Asset Management, LLC | 0.04% | Reduce -14.2% | 281,865 | $9.2M |
| Kickstand Ventures, Llc. | 1.92% | Add +1.4% | 279,881 | $9.1M |
| Tompkins Financial Corp. | 0.71% | Add +20.1% | 278,548 | $9.1M |
| One Charles Private Wealth Services, LLC | 2.32% | Reduce -0.0% | 274,945 | $9.0M |
| Courage Miller Partners, LLC | 2.69% | Reduce -4.7% | 273,958 | $8.9M |
| First National Bank Sioux Falls | 2.65% | Add +0.3% | 271,779 | $8.9M |
| Stewardship Concepts Financial Services LLC | 7.44% | — | 270,205 | $8.8M |
| CoreCap Advisors, LLC | 0.31% | Reduce -0.0% | 269,431 | $8.8M |
| Brookstone Capital Management | 0.10% | Reduce -10.2% | 264,538 | $8.6M |
| RCW Management, LLC | 8.65% | — | 262,645 | $8.6M |
| Acorn Wealth Advisors, LLC | 2.55% | Add +22.3% | 262,569 | $8.6M |
| Ameritas Advisory Services, LLC | 0.32% | Add +368.5% | 262,178 | $8.6M |
| Blom & Howell Financial Planning, Inc. | 8.45% | — | 260,591 | $8.5M |
| JMG Financial Group, Ltd. | 0.24% | Reduce -1.8% | 259,882 | $8.5M |
| Entelevest, LLC | 8.72% | — | 257,931 | $8.4M |
| Integrated Investment Consultants, LLC | 1.64% | Reduce -2.6% | 256,488 | $8.4M |
| FIDELIS iM, LLC | 3.24% | New | 256,045 | $8.4M |
| Cape Investment Advisory, Inc. | 2.57% | Add +2228.7% | 255,996 | $8.4M |
| Cambridge Advisors Inc. | 1.58% | Reduce -0.3% | 254,295 | $8.3M |
| Beacon Bridge Wealth Partners, LLC | 2.75% | Add +4.9% | 254,119 | $8.3M |
| HC Advisors, LLC | 5.73% | Add +10.5% | 253,826 | $8.3M |
| Exencial Wealth Advisors, LLC | 0.26% | Add +2.0% | 253,410 | $8.3M |
| Mayfair Advisory Group, LLC | 3.20% | Reduce -4.5% | 253,503 | $8.2M |
| Everest Financial Group LLC | 1.82% | — | 249,838 | $8.1M |
| MADDEN SECURITIES Corp | 2.48% | Reduce -2.1% | 249,447 | $8.1M |
| Tenzing Financial LLC | 6.59% | — | 249,052 | $8.1M |
| Valpey Financial Services, LLC | 5.11% | Reduce -2.4% | 245,365 | $8.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.95% | Reduce -8.7% | 244,527 | $8.0M |
| Snider Financial Group | 2.12% | Reduce -3.0% | 244,141 | $8.0M |
| Cambridge Financial Group, LLC | 2.76% | Add +1.1% | 270,936 | $7.9M |
| Betterment LLC | 0.02% | Add +4.8% | 242,522 | $7.9M |
| Aptus Capital Advisors, LLC | 0.07% | Add +3.8% | 242,210 | $7.9M |
| Amara Financial, Llc. | 5.45% | Reduce -0.1% | 241,264 | $7.9M |
| Bauman Advisory Group, LLC | 6.32% | — | 240,386 | $7.8M |
| Selby Wealth Management, LLC | 3.11% | — | 236,729 | $7.7M |
| D.B. Root & Company, LLC | 1.88% | Reduce -2.9% | 236,667 | $7.7M |
| IHT Wealth Management, LLC | 0.19% | Reduce -31.7% | 235,423 | $7.7M |
| Grey Ledge Advisors, LLC | 1.74% | Add +1.3% | 235,257 | $7.7M |
| Financially Speaking Inc | 4.90% | Reduce -13.3% | 232,243 | $7.6M |
| Foster Victor Wealth Advisors, LLC | 0.44% | Add +3.8% | 233,232 | $7.5M |
| Fingerlakes Wealth Management, Inc. | 4.79% | Add +6.0% | 231,236 | $7.5M |
| Truepoint, Inc. | 0.17% | Reduce -7.6% | 231,104 | $7.5M |
| Smith, Moore & Co. | 0.57% | Add +0.2% | 230,836 | $7.5M |
| Csenge Advisory Group | 0.34% | Add +0.6% | 230,572 | $7.5M |
| Joseph P. Lucia & Associates, LLC | 2.71% | Reduce -2.9% | 229,943 | $7.5M |
| New Hampshire Trust | 1.46% | Add +91.5% | 229,865 | $7.5M |
| Institute for Wealth Management, LLC. | 0.79% | Reduce -0.4% | 229,865 | $7.5M |
| WPG Advisers, LLC | 5.56% | Add +37.1% | 229,600 | $7.5M |
| Liberty Capital Management, Inc. | 1.39% | Add +1.4% | 229,546 | $7.5M |
| CreativeOne Wealth, LLC | 0.18% | Add +4.7% | 225,847 | $7.4M |
| Westbourne Investment Advisors, Inc. | 2.03% | Add +0.9% | 225,659 | $7.4M |
| Gleason Group, Inc. | 0.72% | Add +0.1% | 224,865 | $7.3M |
| Newman Dignan & Sheerar, Inc. | 1.52% | Reduce -1.1% | 222,742 | $7.3M |
| Claro Advisors Inc. | 0.98% | Reduce -6.8% | 220,905 | $7.2M |
| Silver Oak Securities, Incorporated | 0.49% | Add +6.8% | 219,109 | $7.2M |
| Nestegg Advisors, Inc. | 6.11% | Add +1.5% | 219,337 | $7.2M |
| U.S. Capital Wealth Advisors, LLC | 0.19% | Reduce -12.7% | 219,007 | $7.1M |
| Retirement Planning Group, LLC | 0.23% | Reduce -1.0% | 215,333 | $7.0M |
| Pinnacle Family Advisors, LLC | 3.09% | Reduce -0.7% | 214,986 | $7.0M |
| Spectrum Asset Management, Inc. (NB/CA) | 2.33% | Add +0.8% | 213,707 | $7.0M |
| IMA Advisory Services, Inc. | 0.67% | Reduce -0.8% | 212,471 | $6.9M |
| Founders Financial Securities LLC | 0.41% | Add +6.8% | 211,441 | $6.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -0.1% | 210,151 | $6.9M |
| Macroview Investment Management LLC | 4.72% | Reduce -6.5% | 210,084 | $6.9M |
| JFS Wealth Advisors, LLC | 0.39% | Reduce -0.5% | 209,672 | $6.8M |
| Creative Financial Designs Inc. | 0.43% | Reduce -1.3% | 208,899 | $6.8M |
| Clearstead Advisors, LLC | 0.09% | Reduce -1.8% | 208,433 | $6.8M |
| Daybright Advisory Services, Inc. | 1.80% | — | 206,642 | $6.7M |
| Silverlake Wealth Management LLC | 1.51% | Add +6.1% | 206,299 | $6.7M |
| Orgel Wealth Management, LLC | 0.15% | Add +8.4% | 205,856 | $6.7M |
| CX Institutional | 0.20% | Add +3.5% | 203,270 | $6.6M |
| BlackRock, Inc. | 0.00% | Add +142.6% | 202,016 | $6.6M |
| Prostatis Group LLC | 1.56% | Add +17.2% | 199,783 | $6.5M |
| Mill Creek Capital Advisors, LLC | 0.13% | Reduce -20.8% | 199,420 | $6.5M |
| Regal Investment Advisors LLC | 0.39% | Add +8.5% | 198,680 | $6.5M |
| Menora Mivtachim Holdings LTD. | 0.03% | No change | 196,932 | $6.4M |
| Latko Wealth Management, Ltd. | 3.13% | Add +31.9% | 196,074 | $6.4M |
| Magnus Financial Group LLC | 0.49% | Add +6.7% | 195,957 | $6.4M |
| Wealthspire Retirement, LLC | 0.38% | Reduce -1.7% | 194,063 | $6.3M |
| Guardian Financial Partners, LLC | 2.66% | Add +1.1% | 193,253 | $6.3M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -1.2% | 190,984 | $6.2M |
| Arkadios Wealth Advisors | 0.12% | Add +4.3% | 189,887 | $6.2M |
| Cooper Financial Group | 0.66% | Add +39.3% | 189,004 | $6.2M |
| Chesapeake Wealth Management | 1.81% | Add +7.2% | 186,648 | $6.1M |
| Steele Capital Management, Inc. | 0.26% | Reduce -2.6% | 185,382 | $6.0M |
| Thoroughbred Financial Services, LLC | 0.36% | Add +4.8% | 185,185 | $6.0M |
| Pinnacle Financial Partners, Inc. | 0.05% | — | 184,868 | $6.0M |
| Fifth Third Securities, Inc. | 0.39% | Add +0.6% | 184,685 | $6.0M |
| Cassady Wealth & Retirement Planning, LLC | 3.92% | — | 184,345 | $6.0M |
| Keudell/Morrison Wealth Management | 1.25% | — | 182,825 | $6.0M |
| Plus Group Wealth Advisors LLC | 6.58% | — | 181,763 | $5.9M |
| Fermata Advisors, LLC | 1.42% | Reduce -5.8% | 181,665 | $5.9M |
| Independent Advisor Alliance | 0.14% | Add +57.2% | 181,109 | $5.9M |
| Eagle Capital Management, LLC | 2.13% | Add +1.3% | 179,534 | $5.9M |
| Apex Wealth Management, LLC | 5.94% | Reduce -44.0% | 180,843 | $5.9M |
| Madden Advisory Services, Inc. | 2.35% | Add +2.9% | 179,357 | $5.9M |
| Long Island Wealth Management, Inc. | 2.76% | Reduce -0.5% | 179,095 | $5.8M |
| Secure Asset Management, LLC | 0.92% | Add +39.2% | 179,013 | $5.8M |
| MRWM Advisors, LLC | 3.13% | Reduce -14.9% | 178,816 | $5.8M |
| Panoramic Investment Advisors, LLC | 3.15% | Add +4.6% | 177,910 | $5.8M |
| Northern Trust Corp. | 0.00% | Add +37.0% | 177,699 | $5.8M |
| GW Henssler & Associates Ltd. | 0.27% | Add +199.2% | 174,552 | $5.7M |
| Hengehold Capital Management LLC | 0.48% | Reduce -0.2% | 174,071 | $5.7M |
| Marble Wealth, LLC | 0.79% | — | 173,395 | $5.7M |
| Compass Advisory Group LLC | 1.53% | Reduce -2.9% | 173,064 | $5.6M |
| Dynamic Advisor Solutions LLC | 0.18% | Reduce -2.0% | 172,980 | $5.6M |
| Dakota Wealth Management | 0.10% | Reduce -0.4% | 172,096 | $5.6M |
| Diversify Wealth Management, LLC | 0.26% | Add +1.0% | 170,797 | $5.6M |
| Perissos Private Wealth Management, LLC | 4.81% | Add +8.7% | 170,953 | $5.6M |
| Trek Financial, LLC | 0.32% | Add +12.7% | 170,715 | $5.6M |
| Centaurus Financial, Inc. | 0.25% | Add +7.7% | 169,999 | $5.5M |
| Cambridge Capital Management, LLC | 2.48% | Add +0.8% | 169,530 | $5.5M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +6.0% | 168,879 | $5.5M |
| Wealthedge Investment Advisors, LLC | 2.01% | Reduce -3.9% | 166,861 | $5.4M |
| HCR Wealth Advisors | 0.53% | Add +0.0% | 165,542 | $5.4M |
| Avior Wealth Management, LLC | 0.17% | Reduce -14.1% | 165,430 | $5.4M |
| OneAscent Financial Services LLC | 0.49% | Add +29.9% | 163,504 | $5.3M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +3.6% | 163,473 | $5.3M |
| Harbor Asset Planning, Inc. | 4.54% | Add +0.1% | 162,992 | $5.3M |
| Retirement Guys Formula LLC | 2.40% | Reduce -72.5% | 161,628 | $5.3M |
| Bigelow Investment Advisors, LLC | 2.05% | Add +1.1% | 160,652 | $5.2M |
| Nabity-Jensen Investment Management Inc | 3.54% | Reduce -0.6% | 160,081 | $5.2M |
| Rwa Wealth Partners, LLC | 0.06% | Reduce -2.8% | 158,990 | $5.2M |
| Wealthfront Advisers LLC | 0.01% | Add +17.1% | 158,283 | $5.2M |
| GeoWealth Management, LLC | 0.19% | Reduce -9.0% | 157,097 | $5.1M |
| RTD Financial Advisors, Inc. | 0.63% | Reduce -4.3% | 157,060 | $5.1M |
| Brown Wealth Management, LLC | 1.34% | Add +2.4% | 156,032 | $5.1M |
| Baird Financial Group, Inc. | 0.01% | Add +21.8% | 155,408 | $5.1M |
| Milestone Asset Management Group, LLC | 2.85% | Reduce -0.5% | 154,829 | $5.1M |
| Winthrop Capital Management, LLC | 1.18% | Reduce -1.3% | 154,587 | $5.0M |
| Arcadia Investment Advisors LLC | 2.33% | Reduce -0.4% | 153,567 | $5.0M |
| Wesbanco Bank Inc. | 0.14% | Reduce -0.5% | 152,891 | $5.0M |
| Arsenal Capital Advisors LLC | 3.52% | — | 152,642 | $5.0M |
| Boyd Wealth Management, LLC | 2.11% | Reduce -0.8% | 152,584 | $5.0M |
| Elevated Financial Group LLC | 1.72% | — | 152,573 | $5.0M |
| Bank of Montreal | 0.00% | Add +8.7% | 151,384 | $4.9M |
| Strategic Blueprint, LLC | 0.29% | Reduce -91.8% | 150,683 | $4.9M |
| Parsonex Advisory Services, Inc. | 3.13% | Reduce -0.3% | 150,531 | $4.9M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +7.0% | 150,217 | $4.9M |
| Composition Wealth, LLC | 0.07% | Add +6.1% | 149,157 | $4.9M |
| Kane Investment Management, Inc. | 2.34% | Reduce -3.6% | 147,852 | $4.8M |
| Blair William & Co. | 0.01% | Reduce -28.4% | 147,464 | $4.8M |
| Diversified Enterprises, LLC | 0.29% | Add +30.1% | 147,374 | $4.8M |
| Arax Advisory Partners | 0.14% | New | 146,435 | $4.8M |
| BridgePort Financial Solutions, LLC | 1.28% | Add +1.4% | 146,074 | $4.8M |
| Gladstone Institutional Advisory LLC | 0.18% | Add +0.5% | 145,273 | $4.7M |
| Cassaday & Co Wealth Management LLC | 0.10% | Reduce -0.5% | 144,203 | $4.7M |
| Uniting Wealth Partners, LLC | 1.42% | Add +2.7% | 141,933 | $4.6M |
| KPP Advisory Services LLC | 0.67% | Add +8.6% | 141,898 | $4.6M |
| Forefront Wealth Partners, LLC | 2.19% | Add +4.5% | 141,658 | $4.6M |
| Burns Matteson Capital Management, LLC | 1.85% | Add +1.0% | 140,872 | $4.6M |
| Fagan Associates, Inc. | 0.61% | Reduce -1.4% | 140,825 | $4.6M |
| Barden Capital Management, Inc. | 3.73% | Add +4.8% | 139,332 | $4.5M |
| CENTRAL TRUST Co | 0.09% | Add +0.2% | 138,213 | $4.5M |
| Monetary Solutions, Ltd | 4.44% | — | 138,191 | $4.5M |
| Embree Financial Group | 0.55% | Reduce -2.4% | 137,500 | $4.5M |
| Advisory Alpha, LLC | 0.12% | Reduce -1.1% | 137,325 | $4.5M |
| Linscomb Wealth, Inc. | 0.19% | Add +1.5% | 136,783 | $4.5M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -30.9% | 136,562 | $4.5M |
| Pathstone Holdings, LLC | 0.02% | Add +0.2% | 136,509 | $4.5M |
| CFG Wealth Management Services, Inc. | 4.15% | — | 134,919 | $4.4M |
| Brandywine Oak Private Wealth LLC | 0.37% | Add +0.9% | 134,456 | $4.4M |
| Geneos Wealth Management Inc. | 0.11% | Add +15.9% | 134,396 | $4.4M |
| Waterford Advisors, LLC | 1.71% | Add +1073.6% | 147,643 | $4.4M |
| Madison Wealth Partners, Inc | 0.79% | Add +74.1% | 133,405 | $4.4M |
| RFG - Bristol Wealth Advisors, LLC | 1.21% | Add +2.7% | 132,677 | $4.3M |
| Leavell Investment Management, Inc. | 0.18% | Add +0.3% | 132,510 | $4.3M |
| Guerra Pan Advisors, LLC | 2.56% | Reduce -2.0% | 132,302 | $4.3M |
| Fsa Wealth Partners, Inc. | 1.54% | Reduce -2.1% | 131,170 | $4.3M |
| Murphy & Mullick Capital Management Corp | 3.07% | Add +1.9% | 130,620 | $4.3M |
| Athena Investment Management | 2.14% | Add +0.1% | 128,302 | $4.2M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Add +18.4% | 128,260 | $4.2M |
| Asset Dedication, LLC | 0.27% | Add +2.5% | 127,897 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +8.5% | 127,906 | $4.2M |
| Money Concepts Capital Corp. | 0.23% | Add +6.9% | 127,883 | $4.2M |
| Advyzon Investment Management, LLC | 0.48% | Add +63.3% | 127,414 | $4.2M |
| Dana Investment Advisors, Inc. | 0.12% | Reduce -3.7% | 126,274 | $4.1M |
| Diversify Advisory Services, LLC | 0.13% | Add +12.5% | 126,398 | $4.1M |
| Quotient Wealth Partners, LLC | 0.11% | Reduce -3.6% | 123,872 | $4.0M |
| GenWealth Group, Inc. | 0.69% | Reduce -1.3% | 123,039 | $4.0M |
| Veridan Wealth LLC | 1.35% | Reduce -0.3% | 123,160 | $4.0M |
| Tempus Wealth Planning, LLC | 0.92% | Add +3.3% | 122,860 | $4.0M |
| Elevation Capital Advisory, LLC | 1.63% | New | 122,387 | $4.0M |
| Pallas Capital Advisors LLC | 0.13% | Reduce -8.2% | 120,743 | $3.9M |
| Aire Advisors, LLC | 0.72% | Reduce -0.4% | 120,494 | $3.9M |
| Piedmont Capital Management, LLC | 2.56% | — | 119,522 | $3.9M |
| Archer Investment Management, LLC | 2.09% | New | 118,815 | $3.9M |
| Texas Yale Capital Corp. | 0.12% | No change | 118,534 | $3.9M |
| Midwest Financial Group LLC | 1.69% | Add +18.9% | 117,586 | $3.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +64.8% | 117,518 | $3.8M |
| Milestone Asset Management, LLC | 0.72% | Add +19.8% | 116,718 | $3.8M |
| Joseph Group Capital Management | 1.00% | Reduce -8.4% | 116,191 | $3.8M |
| Meramec Financial Planners, LLC | 1.47% | — | 121,566 | $3.8M |
| Schmidt P J Investment Management Inc. | 0.61% | Add +2.8% | 114,888 | $3.7M |
| Curi Capital, LLC | 0.06% | Reduce -1.2% | 113,091 | $3.7M |
| LifePlan Investment Advisors, Inc. | 1.50% | Add +0.3% | 112,708 | $3.7M |
| Broadview Financial Management, LLC | 2.46% | Reduce -0.5% | 112,594 | $3.7M |
| Wealthgarden F.S. LLC | 2.41% | Add +0.3% | 112,755 | $3.7M |
| Sightline Wealth Advisors, LLC | 1.54% | Add +13.8% | 110,617 | $3.6M |
| KMG Fiduciary Partners, LLC | 0.25% | Add +0.5% | 109,868 | $3.6M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1.87% | — | 109,581 | $3.6M |
| Sacks & Associates, LLC | 2.62% | — | 109,514 | $3.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +4.7% | 109,048 | $3.6M |
| Flputnam Investment Management Co. | 0.05% | Reduce -64.3% | 108,656 | $3.5M |
| Larson Financial Group LLC | 0.12% | Add +0.9% | 108,289 | $3.5M |
| Livet Wealth, LLC | 2.17% | — | 107,991 | $3.5M |
| Bfsg, LLC | 0.34% | Add +4.7% | 107,891 | $3.5M |
| Capital Wealth Management, LLC | 1.14% | New | 107,800 | $3.5M |
| FC Advisory LLC | 1.01% | Reduce -2.4% | 107,434 | $3.5M |
| Parkside Financial Bank & Trust | 0.26% | Add +0.5% | 107,092 | $3.5M |
| Apella Capital, LLC | 0.07% | Reduce -1.0% | 107,087 | $3.5M |
| Bensler, LLC | 0.35% | Reduce -2.8% | 106,849 | $3.5M |
| Staley Capital Advisers Inc. | 0.14% | No change | 129,510 | $3.5M |
| Tyche Wealth Partners LLC | 0.55% | Add +107.1% | 106,834 | $3.5M |
| Ciovacco Capital Management LLC | 1.74% | Add +2.6% | 106,782 | $3.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.42% | Add +4.0% | 106,746 | $3.5M |
| Wedmont Private Capital | 0.12% | Add +45.5% | 105,724 | $3.5M |
| Bawa N Mallick Trust | 1.29% | No change | 106,520 | $3.5M |
| Avestar Capital, LLC | 0.24% | Add +0.1% | 105,727 | $3.4M |
| Revisor Wealth Management LLC | 0.92% | Add +7.8% | 106,868 | $3.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Reduce -4.0% | 105,376 | $3.4M |
| Columbus Macro, LLC | 0.38% | Add +43.8% | 105,121 | $3.4M |
| Elgethun Capital Management | 0.59% | Reduce -0.1% | 104,946 | $3.4M |
| Summit Financial Wealth Advisors, LLC | 0.49% | Add +11.0% | 104,539 | $3.4M |
| Capital CS Group, LLC | 5.39% | Add +4.0% | 104,325 | $3.4M |
| Condor Capital Management | 0.27% | Reduce -0.3% | 103,763 | $3.4M |
| Oxinas Partners, LLC | 1.62% | Reduce -0.8% | 103,478 | $3.4M |
| Alliance Wealth Management Group | 0.73% | Reduce -0.0% | 102,171 | $3.3M |
| Towercrest Capital Management | 0.53% | Reduce -0.0% | 102,171 | $3.3M |
| Nwam LLC | 0.18% | Reduce -11.9% | 101,348 | $3.3M |
| Clearview Wealth Advisors LLC | 2.07% | Reduce -0.4% | 100,351 | $3.3M |
| Cypress Financial Planning LLC | 0.91% | New | 99,854 | $3.3M |
| Moors & Cabot, Inc. | 0.14% | Add +23.7% | 98,517 | $3.2M |
| J. Derek Lewis & Associates Inc. | 0.75% | — | 98,286 | $3.2M |
| Game Plan Financial Advisors, LLC | 1.40% | Reduce -0.3% | 119,038 | $3.2M |
| Avant Capital LLC | 2.20% | Reduce -1.1% | 98,039 | $3.2M |
| Allen Capital Group, LLC | 0.29% | Add +8.1% | 96,936 | $3.2M |
| Brand Asset Management Group, Inc. | 0.88% | Reduce -8.9% | 96,452 | $3.1M |
| LongView Wealth Management | 0.76% | Add +115.5% | 95,570 | $3.1M |
| AllGen Financial Advisors, Inc. | 0.74% | Reduce -11.3% | 95,768 | $3.1M |
| Heirloom Wealth Management | 0.72% | Add +3.4% | 95,555 | $3.1M |
| Parallel Advisors, LLC | 0.06% | Add +384.1% | 95,181 | $3.1M |
| Kohmann Bosshard Financial Services, LLC | 0.28% | Reduce -0.7% | 94,077 | $3.1M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -61.6% | 93,809 | $3.1M |
| BCS Wealth Management | 0.31% | Add +95.2% | 93,400 | $3.0M |
| Santori & Peters, Inc. | 1.03% | Add +0.1% | 92,778 | $3.0M |
| Pacific Capital Wealth Advisors, Inc. | 0.52% | Add +0.0% | 92,208 | $3.0M |
| Crux Wealth Advisors | 1.12% | Reduce -0.8% | 92,185 | $3.0M |
| JT Stratford LLC | 0.39% | Add +0.9% | 92,069 | $3.0M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +16.2% | 91,807 | $3.0M |
| Modern Wealth Management, LLC | 0.05% | Add +610.0% | 90,089 | $2.9M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | Add +245.3% | 89,814 | $2.9M |
| Birchbrook, Inc. | 1.46% | Reduce -2.8% | 89,639 | $2.9M |
| Scott Capital Advisors, LLC | 0.64% | Add +0.5% | 88,669 | $2.9M |
| Alpha Capital Advisors Inc. | 2.67% | — | 87,774 | $2.9M |
| Spire Wealth Management | 0.10% | Add +13.0% | 87,745 | $2.9M |
| WESPAC Advisors, LLC | 1.55% | Add +151.9% | 87,684 | $2.9M |
| Highland Financial Advisors, LLC | 0.78% | No change | 86,312 | $2.8M |
| Sage Mountain Advisors LLC | 0.15% | Add +0.0% | 86,048 | $2.8M |
| True Vision MN LLC | 1.41% | Add +0.6% | 85,311 | $2.8M |
| Avity Investment Management Inc. | 0.19% | Reduce -1.7% | 85,082 | $2.8M |
| United Advisor Group, LLC | 0.35% | Reduce -0.8% | 84,683 | $2.8M |
| Ocean Park Asset Management, LLC | 0.13% | New | 84,396 | $2.8M |
| J.E. Simmons & Co., P.C. | 1.78% | — | 84,395 | $2.8M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.2% | 84,377 | $2.8M |
| Becker Capital Management Inc. | 0.08% | Reduce -0.6% | 84,206 | $2.7M |
| TFR Capital, LLC. | 0.91% | Add +2.2% | 84,070 | $2.7M |
| Barnes Wealth Management Group, Inc | 1.46% | Reduce -2.2% | 83,609 | $2.7M |
| Millennium Capital Advisors, LLC | 1.60% | Reduce -14.2% | 83,386 | $2.7M |
| Onyx Bridge Wealth Group LLC | 0.29% | Reduce -15.0% | 83,134 | $2.7M |
| Prospera Financial Services Inc | 0.04% | Add +0.1% | 81,805 | $2.7M |
| Hurley Capital, LLC | 1.49% | Add +0.1% | 81,742 | $2.7M |
| Smithfield Trust Co | 0.12% | Reduce -1.3% | 81,657 | $2.7M |
| Werba Rubin Papier Wealth Management | 0.72% | Reduce -2.6% | 81,492 | $2.7M |
| Fortress Private Ledger, LLC | 0.87% | Add +3.0% | 81,085 | $2.6M |
| Tudor Investment Corporation | 0.01% | Reduce -76.5% | 80,812 | $2.6M |
| Snowden Capital Advisors LLC | 0.07% | Add +9.8% | 80,720 | $2.6M |
| Jane Street Group, LLC | 0.00% | New | 80,156 | $2.6M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +170400.0% | 80,135 | $2.6M |
| AlphaCore Capital LLC | 0.06% | Add +23.2% | 79,210 | $2.6M |
| Valley Forge Investment Consultants Inc. Adv | 0.75% | Reduce -1.8% | 79,142 | $2.6M |
| Focused Alpha, LLC | 0.76% | — | 79,048 | $2.6M |
| Aventus Investment Advisors, Inc. | 2.09% | Reduce -0.1% | 78,950 | $2.6M |
| Westbourne Investments, Inc. | 1.19% | Add +2.7% | 78,532 | $2.6M |
| Petra Financial Advisors Inc. | 1.49% | Reduce -3.7% | 78,070 | $2.5M |
| HBK Sorce Advisory LLC | 0.06% | Add +1.0% | 81,395 | $2.5M |
| Tactive Advisors, LLC | 0.74% | Add +15.1% | 77,144 | $2.5M |
| Clear Creek Financial Management, LLC | 0.20% | Add +10.3% | 76,739 | $2.5M |
| Medallion Wealth Advisors, LLC | 0.83% | Add +11.8% | 76,161 | $2.5M |
| Comprehensive Financial Planning, Inc. | 1.64% | Add +2.1% | 76,154 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Add +3.6% | 76,004 | $2.5M |
| Strategic Advocates LLC | 0.63% | Reduce 0.0% | 75,085 | $2.5M |
| James Investment Research, Inc. | 0.27% | Add +4.3% | 75,629 | $2.5M |
| Old Port Advisors | 0.61% | Reduce -3.2% | 75,400 | $2.5M |
| Cornerstone Wealth Management, LLC | 0.13% | Add +1.8% | 75,115 | $2.5M |
| Michels Family Financial, LLC | 1.80% | Add +4.3% | 74,912 | $2.4M |
| Duncker Streett & Co. Inc. | 0.43% | Add +0.4% | 74,707 | $2.4M |
| Nalls Sherbakoff Group, LLC | 1.74% | Reduce -30.6% | 74,059 | $2.4M |
| Cooper/Haims Advisors, LLC | 1.10% | Reduce -0.9% | 74,027 | $2.4M |
| Ballast Financial Advisors LLC | 2.49% | — | 74,006 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.17% | Add +3.8% | 73,910 | $2.4M |
| WealthPoint Financial, LLC | 2.09% | — | 73,756 | $2.4M |
| Strategic Advisors LLC | 0.38% | Reduce -0.7% | 73,434 | $2.4M |
| Old National Bancorp | 0.04% | Reduce -0.9% | 73,302 | $2.4M |
| Thayer Financial, L.L.C. | 2.51% | — | 72,804 | $2.4M |
| BG Investment Services, LLC | 2.11% | Add +40.1% | 72,677 | $2.4M |
| Aspen Grove Capital, LLC | 0.41% | Reduce -0.1% | 72,625 | $2.4M |
| Tenret Co LLC | 1.20% | No change | 72,543 | $2.4M |
| Obsidian Cio, LLC | 3.48% | Reduce -90.4% | 72,057 | $2.4M |
| Beaumont Financial Advisors, LLC | 0.15% | No change | 71,980 | $2.3M |
| Signaturefd, LLC | 0.04% | Reduce -26.8% | 71,860 | $2.3M |
| Nikulski Financial, Inc. | 0.56% | Reduce -28.8% | 71,812 | $2.3M |
| R. W. Roge & Company, Inc. | 1.16% | Reduce -0.7% | 71,721 | $2.3M |
| RDA Financial Network | 0.56% | Add +24.8% | 71,691 | $2.3M |
| Net Worth Advisory Group | 0.47% | New | 71,138 | $2.3M |
| Reston Wealth Management LLC | 0.71% | Reduce -2.7% | 70,886 | $2.3M |
| Montis Financial, LLC | 0.46% | Reduce -3.5% | 70,849 | $2.3M |
| Matthew Goff Investment Advisor, LLC | 0.41% | New | 78,037 | $2.3M |
| Kintra Wealth, LLC | 0.32% | New | 70,788 | $2.3M |
| Apriem Advisors | 0.21% | Reduce -9.6% | 70,114 | $2.3M |
| Blue Bell Private Wealth Management, LLC | 0.33% | Reduce -1.8% | 69,871 | $2.3M |
| Equity Wealth Partners, LLC | 1.47% | Add +3.5% | 69,503 | $2.3M |
| Wealth Enhancement Trust Services, Inc. | 0.29% | — | 69,502 | $2.3M |
| Atlas Wealth Partners, LLC | 2.49% | Add +3.0% | 69,439 | $2.3M |
| Appleton Partners Inc. | 0.15% | Reduce -0.4% | 69,026 | $2.3M |
| Townsend Asset Management Corp. /NC/ | 0.79% | Reduce -9.5% | 68,494 | $2.2M |
| Quadcap Wealth Management, LLC | 0.26% | Reduce -1.2% | 68,306 | $2.2M |
| Chesley Taft & Associates LLC | 0.09% | No change | 68,203 | $2.2M |
| American Trust | 0.19% | Reduce -50.4% | 67,923 | $2.2M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +0.0% | 67,187 | $2.2M |
| Simon Quick Advisors, LLC | 0.10% | Add +23.2% | 67,014 | $2.2M |
| Robinson Smith Wealth Advisors LLC | 1.49% | Reduce -10.9% | 66,924 | $2.2M |
| Crescent Sterling, Ltd. | 2.22% | Reduce -0.7% | 66,502 | $2.2M |
| Westmount Partners, LLC | 0.54% | Add +2.8% | 66,447 | $2.2M |
| Catalyst Investment Management LLC | 2.05% | — | 66,351 | $2.2M |
| Brown Advisory Inc. | 0.00% | Add +12.1% | 65,314 | $2.1M |
| Rothschild Wealth LLC | 0.20% | New | 65,246 | $2.1M |
| Park Place Capital Corp | 0.44% | Add +0.4% | 65,028 | $2.1M |
| Payne Capital LLC | 2.15% | Add +9.9% | 64,733 | $2.1M |
| Indie Asset Partners, LLC | 2.34% | No change | 64,224 | $2.1M |
| Axxcess Wealth Management, LLC | 0.04% | Add +4.3% | 63,988 | $2.1M |
| BLVD Private Wealth, LLC | 1.81% | Reduce -3.0% | 63,833 | $2.1M |
| Capital Investment Advisors, LLC | 0.03% | Add +1.8% | 63,530 | $2.1M |
| Precision Wealth Strategies, LLC | 0.67% | Reduce -21.2% | 63,343 | $2.1M |
| Waterloo Capital, L.P. | 0.15% | Reduce -19.8% | 62,791 | $2.0M |
| Carnegie Investment Counsel | 0.04% | Add +13.2% | 62,165 | $2.0M |
| Kiley Juergens Wealth Management, LLC | 0.44% | Add +18.6% | 62,159 | $2.0M |
| K2 Financial Inc. | 1.56% | Add +1.5% | 61,924 | $2.0M |
| Retirement Income Solutions, Inc. | 0.34% | Add +9.6% | 61,608 | $2.0M |
| Whitener Capital Management, Inc. | 0.46% | Add +11.9% | 61,572 | $2.0M |
| Signet Investment Advisory Group, Inc. | 0.93% | Reduce -7.9% | 61,553 | $2.0M |
| Destination Wealth Management | 0.05% | Add +30.5% | 61,483 | $2.0M |
| Herold Advisors, Inc. | 0.44% | Add +0.3% | 60,976 | $2.0M |
| Prestige Wealth Management Group LLC | 0.38% | Reduce -0.3% | 60,860 | $2.0M |
| IFG Advisory, LLC | 0.09% | Reduce -6.2% | 60,770 | $2.0M |
| New England Private Wealth Advisors LLC | 0.25% | Add +1.9% | 60,656 | $2.0M |
| Prospect Financial Services LLC | 1.14% | Add +6.4% | 60,560 | $2.0M |
| Rinkey Investments | 0.50% | No change | 60,311 | $2.0M |
| Sachetta, LLC | 1.07% | Reduce -0.7% | 60,171 | $2.0M |
| Capital Advisors Wealth Management, LLC | 0.27% | Add +7.8% | 60,005 | $2.0M |
| Investors Research Corp | 0.36% | Reduce -0.8% | 59,784 | $2.0M |
| Sprinkle Financial Consultants LLC | 0.99% | Add +0.1% | 59,669 | $1.9M |
| Lodestar Private Asset Management LLC | 0.19% | Add +0.3% | 59,172 | $1.9M |
| First County Bank | 1.01% | Add +5.8% | 58,900 | $1.9M |
| Stewardship Advisors, LLC | 0.44% | Add +0.0% | 58,808 | $1.9M |
| MidAtlantic Capital Management, Inc. | 1.23% | Add +0.2% | 58,679 | $1.9M |
| Transamerica Financial Advisors, LLC | 0.16% | Add +65.1% | 58,555 | $1.9M |
| Bailard, Inc. | 0.04% | Add +1.2% | 58,524 | $1.9M |
| Financial Consulate, Inc. | 0.26% | Add +0.1% | 58,288 | $1.9M |
| NewEdge Wealth, LLC | 0.02% | Add +60.8% | 58,246 | $1.9M |
| Verus Capital Partners, LLC | 0.13% | Add +38.4% | 57,631 | $1.9M |
| M Holdings Securities, Inc. | 0.13% | New | 57,644 | $1.9M |
| Stevens Capital Partners | 0.49% | Reduce -2.6% | 57,498 | $1.9M |
| Opus Financial Solutions LLC | 1.77% | — | 57,444 | $1.9M |
| Pine Valley Investments Ltd Liability Co | 0.09% | Add +1.4% | 57,438 | $1.9M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Reduce -28.1% | 57,420 | $1.9M |
| WCG Wealth Advisors LLC | 0.05% | Add +14.7% | 57,358 | $1.9M |
| Ancora Advisors LLC | 0.04% | Add +0.1% | 57,170 | $1.9M |
| Yelin Lapidot Holdings Management Ltd. | 0.37% | No change | 57,120 | $1.9M |
| Diversified Trust Co. | 0.03% | Reduce -58.6% | 56,443 | $1.8M |
| Asset One Wealth Management LLC | 0.25% | — | 57,242 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.07% | Reduce -25.3% | 56,102 | $1.8M |
| Integral Investment Advisors, Inc. | 0.45% | New | 56,025 | $1.8M |
| John W. Brooker & Co., CPAs | 3.24% | Reduce -12.3% | 55,514 | $1.8M |
| Hancock Whitney Corp. | 0.03% | Add +77.9% | 55,339 | $1.8M |
| Davis Capital Management | 1.24% | Add +19.6% | 55,174 | $1.8M |
| Clarity Capital Advisors, LLC | 0.90% | Add +89.3% | 54,945 | $1.8M |
| Marathon Wealth Advisors LLC | 0.71% | — | 54,811 | $1.8M |
| Comerica Bank | 0.01% | Reduce -6.0% | 54,634 | $1.8M |
| Tiaa Trust, National Association | 0.00% | Add +4.2% | 53,913 | $1.8M |
| Indivisible Partners | 0.19% | — | 53,059 | $1.7M |
| Oxford Financial Group, LTD. LLC | 0.09% | Add +2.3% | 52,912 | $1.7M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -6.5% | 52,693 | $1.7M |
| Godfrey Financial Associates, Inc. | 1.48% | — | 51,705 | $1.7M |
| Paradigm Capital Management, LLC | 1.61% | Add +12.9% | 52,366 | $1.7M |
| Genesee Capital Advisors, LLC | 0.69% | Add +114.3% | 52,337 | $1.7M |
| Cynosure Group, LLC | 0.17% | Add +5.0% | 52,303 | $1.7M |
| Johnson Financial Group, LLC | 0.11% | New | 52,174 | $1.7M |
| Bullock Wealth Management Group | 0.83% | — | 52,087 | $1.7M |
| JBR Co Financial Management Inc | 0.71% | Reduce -4.7% | 52,081 | $1.7M |
| Birchwood Financial Partners, Inc. | 1.68% | — | 51,765 | $1.7M |
| SageView Advisory Group, LLC | 0.06% | Add +4.1% | 51,496 | $1.7M |
| Western Wealth Management, LLC | 0.08% | Add +21.9% | 51,359 | $1.7M |
| Beacon Advisors Holdings, LLC | 0.88% | — | 51,273 | $1.7M |
| Vise Technologies, Inc. | 0.03% | Add +159.8% | 51,074 | $1.7M |
| Two West Capital Advisors LLC | 0.97% | Add +8.5% | 50,989 | $1.7M |
| Stonebrook Private Inc. | 0.35% | Add +8.6% | 50,975 | $1.7M |
| Aurora Private Wealth, Inc. | 1.09% | — | 51,286 | $1.7M |
| Arthur M. Cohen & Associates, LLC | 0.27% | No change | 50,648 | $1.7M |
| Arista Wealth Management, LLC | 0.20% | Add +0.2% | 50,491 | $1.6M |
| Twin Cities Retirement Group LLC | 1.58% | — | 50,157 | $1.6M |
| Keystone Financial Group | 0.12% | Reduce -6.2% | 49,907 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +1.3% | 49,845 | $1.6M |
| FSC Wealth Advisors, LLC | 2.63% | Reduce -62.2% | 49,736 | $1.6M |
| Ascentis Independent Advisors | 0.26% | Add +2.0% | 49,553 | $1.6M |
| Sculati Wealth Management, LLC | 0.57% | Reduce -0.3% | 49,533 | $1.6M |
| Guardian Asset Advisors, LLC | 0.84% | Add +22.1% | 49,466 | $1.6M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.78% | Reduce -97.6% | 7,848 | $1.6M |
| Security National Bank of So Dak | 0.79% | Reduce -0.1% | 49,365 | $1.6M |
| MFG Wealth Management, Inc. | 1.25% | Reduce -10.2% | 49,069 | $1.6M |
| Segment Wealth Management, LLC | 0.09% | Reduce -2.0% | 49,004 | $1.6M |
| True North Advisors, LLC | 0.21% | New | 48,943 | $1.6M |
| Adams Asset Advisors, LLC | 0.21% | Add +4.1% | 48,782 | $1.6M |
| Wisconsin Wealth Advisors, LLC | 1.52% | Add +27.1% | 47,654 | $1.6M |
| Capital Analysts, LLC | 0.04% | Reduce -4.1% | 47,636 | $1.6M |
| Pennsylvania Capital Management Inc. | 0.43% | Add +8.0% | 47,564 | $1.6M |
| Optivise Advisory Services LLC | 0.89% | Reduce -5.9% | 47,159 | $1.5M |
| Fort Sheridan Advisors LLC | 0.20% | Reduce -11.9% | 47,085 | $1.5M |
| OneAscent Family Office, LLC | 1.03% | Add +1.5% | 46,782 | $1.5M |
| GWN Securities Inc. | 0.31% | Add +14.9% | 46,362 | $1.5M |
| Brookwood Investment Group LLC | 0.18% | Reduce -1.5% | 46,052 | $1.5M |
| Accredited Investors Inc. | 0.08% | Reduce -0.3% | 45,593 | $1.5M |
| Cloud Capital Management, LLC | 0.70% | Reduce -6.3% | 45,588 | $1.5M |
| HUB Investment Partners, LLC | 0.04% | Add +76.1% | 45,498 | $1.5M |
| Great Waters Wealth Management | 0.16% | Reduce -1.4% | 44,915 | $1.5M |
| Keel Point, LLC | 0.09% | Reduce -4.4% | 44,394 | $1.4M |
| Boyum Wealth Architects LLC | 0.67% | Reduce -6.4% | 44,578 | $1.4M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +72.6% | 43,857 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Add +11.5% | 43,849 | $1.4M |
| Lederer & Associates Investment Counsel | 0.96% | Reduce -0.6% | 43,714 | $1.4M |
| Woodmont Investment Counsel LLC | 0.09% | Add +6.9% | 43,416 | $1.4M |
| TrueWealth Advisors, LLC | 0.37% | Add +0.0% | 43,384 | $1.4M |
| Legacy Wealth Advisors, LLC | 0.92% | — | 42,866 | $1.4M |
| Millington Financial Advisors, LLC | 0.62% | Add +1.0% | 44,685 | $1.4M |
| Blue Sky Capital Consultants Group, Inc. | 0.61% | Add +4.3% | 42,468 | $1.4M |
| Capital Advisors Inc. | 0.02% | Add +1.2% | 42,260 | $1.4M |
| Signal Advisors Wealth, LLC | 0.11% | Add +58.5% | 41,988 | $1.4M |
| Cornerstone Wealth Group, LLC | 0.09% | Add +2.7% | 41,782 | $1.4M |
| Modus Advisors, LLC | 0.36% | Reduce -13.8% | 41,571 | $1.4M |
| Strategic Investment Solutions, Inc. | 0.33% | Add +0.0% | 41,506 | $1.4M |
| Tradewinds Capital Management, LLC | 0.29% | Add +876.1% | 41,444 | $1.4M |
| Aprio Wealth Management, LLC | 0.08% | Add +0.4% | 41,429 | $1.4M |
| KCM Investment Advisors LLC | 0.04% | Add +7.6% | 41,203 | $1.3M |
| Summit Wealth Group LLC / Co. | 0.18% | New | 41,185 | $1.3M |
| Gilbert & Cook, Inc. | 0.17% | No change | 41,102 | $1.3M |
| AdvisorNet Financial, Inc | 0.07% | Add +0.7% | 40,974 | $1.3M |
| Insight Wealth Partners, LLC | 0.55% | Reduce -4.3% | 40,755 | $1.3M |
| KLCM Advisors, Inc. | 0.11% | New | 40,463 | $1.3M |
| Fusion Capital, LLC | 0.37% | Reduce -0.7% | 39,940 | $1.3M |
| Advocacy Wealth Management, LLC | 0.05% | Reduce -0.8% | 39,874 | $1.3M |
| Cambria Investment Management, L.P. | 0.08% | New | 39,784 | $1.3M |
| Capital Square, LLC | 0.66% | Add +5.5% | 39,742 | $1.3M |
| CGN Advisors LLC | 0.10% | Reduce -1.9% | 39,500 | $1.3M |
| Asset Management Group, Inc. | 0.20% | Add +0.1% | 38,312 | $1.2M |
| HMV Wealth Advisors, LLC | 0.62% | Reduce -10.8% | 38,126 | $1.2M |
| Mission Wealth Management, LP | 0.03% | Add +0.0% | 38,080 | $1.2M |
| SIMA Wealth Partners, LLC | 0.94% | Reduce -6.6% | 37,843 | $1.2M |
| Aspiriant, LLC | 0.04% | Add +23.0% | 37,698 | $1.2M |
| Colorado Capital Management, Inc. | 0.46% | Add +0.1% | 37,331 | $1.2M |
| Evercore Wealth Management, LLC | 0.02% | No change | 37,120 | $1.2M |
| OneAscent Wealth Management LLC | 0.40% | Add +8.3% | 37,042 | $1.2M |
| Safeguard Investment Advisory Group, LLC | 0.31% | Reduce -7.1% | 36,983 | $1.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -21.2% | 36,856 | $1.2M |
| Quartz Partners, LLC | 0.45% | Reduce -2.3% | 36,695 | $1.2M |
| DecisionMap Wealth Management, LLC | 0.73% | Add +1.1% | 36,522 | $1.2M |
| Sunburst Financial Group, LLC | 0.24% | Reduce -0.1% | 36,312 | $1.2M |
| Hoese & Co LLP | 0.84% | No change | 36,276 | $1.2M |
| Integrity Advisory Solutions, LLC | 0.17% | Add +2.4% | 36,082 | $1.2M |
| Redwood Financial Network Corp | 0.75% | Reduce -16.3% | 36,010 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -1.2% | 35,976 | $1.2M |
| Paragon Private Wealth Management, LLC | 0.36% | Reduce -1.8% | 35,824 | $1.2M |
| Cozad Asset Management Inc. | 0.09% | No change | 35,806 | $1.2M |
| Global Wealth Strategies & Associates | 0.29% | Add +20.6% | 35,416 | $1.2M |
| Legacy Edge Advisors, LLC | 0.13% | Add +15.3% | 35,287 | $1.2M |
| Beacon Financial Advisory LLC | 0.27% | Reduce -8.9% | 35,252 | $1.1M |
| Marotta Asset Management | 0.21% | Reduce -13.6% | 35,188 | $1.1M |
| UMB Bank, n.a. | 0.02% | Add +7.9% | 35,188 | $1.1M |
| Peterson Wealth Advisors, LLC | 0.15% | Add +45.1% | 34,881 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Add +32.9% | 34,739 | $1.1M |
| Kelleher Financial Advisors | 0.26% | No change | 34,720 | $1.1M |
| Headinvest, LLC | 0.23% | Add +4.1% | 34,700 | $1.1M |
| SevenBridge Financial Group, LLC | 0.18% | Reduce -3.6% | 34,826 | $1.1M |
| StoneX Group Inc. | 0.05% | Reduce -33.5% | 34,545 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | No change | 34,627 | $1.1M |
| Bellevue Asset Management, LLC | 0.36% | Add +7.3% | 34,192 | $1.1M |
| Bulwark Capital Corp | 0.79% | Add +2.9% | 34,072 | $1.1M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.34% | No change | 34,046 | $1.1M |
| Islay Capital Management, LLC | 0.65% | No change | 33,858 | $1.1M |
| Vantus Wealth LLC | 0.81% | — | 33,819 | $1.1M |
| Quadrant Private Wealth Management, LLC | 0.18% | Reduce -0.9% | 33,811 | $1.1M |
| Financial Life Advisors | 0.34% | Reduce -0.4% | 33,702 | $1.1M |
| Ritholtz Wealth Management | 0.02% | Add +58.4% | 33,658 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.30% | Add +0.3% | 33,355 | $1.1M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -0.5% | 33,031 | $1.1M |
| Eagle Wealth Advisors LLC | 0.92% | — | 33,008 | $1.1M |
| Yanni & Associates Investment Advisors, LLC | 1.08% | — | 32,985 | $1.1M |
| Kathmere Capital Management, LLC | 0.07% | Add +0.6% | 32,763 | $1.1M |
| Prudent Investors Network, Inc. | 0.24% | Add +27.3% | 32,584 | $1.1M |
| First Pacific Financial | 0.14% | Reduce -0.6% | 32,422 | $1.1M |
| Wealthspan Partners, LLC | 0.38% | Reduce -8.8% | 32,283 | $1.1M |
| Elser Financial Planning, Inc | 0.76% | Add +0.1% | 32,234 | $1.1M |
| Blueprint Investment Partners LLC | 0.11% | Add +2.3% | 32,156 | $1.0M |
| Planning Center, Inc. | 0.11% | Reduce -0.8% | 32,112 | $1.0M |
| ARK & TLK Investments, LLC | 0.29% | Reduce -2.0% | 32,047 | $1.0M |
| Sun Financial Inc | 0.58% | — | 31,818 | $1.0M |
| Lantern Wealth Advisors, LLC | 0.55% | Add +2.4% | 31,566 | $1.0M |
| Blueprint Financial Advisors LLC | 0.16% | Add +2.3% | 31,536 | $1.0M |
| Florida Financial Advisors, LLC | 0.28% | Add +116.5% | 33,153 | $1.0M |
| Stephens Inc. | 0.01% | Add +1.4% | 31,305 | $1.0M |
| Total Clarity Wealth Management, Inc. | 0.25% | Add +14.5% | 31,300 | $1.0M |
| Fortitude Advisory Group L.L.C. | 0.43% | Add +0.4% | 31,040 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 31,040 | $1.0M |
| Missouri Trust & Investment Co | 0.30% | Add +1.0% | 30,979 | $1.0M |
| Retirement Planning Group, LLC / NY | 0.68% | Add +10.8% | 30,736 | $1.0M |
| Compass Capital Corp. /Ma/ | 0.39% | Add +23.2% | 32,061 | $1.0M |
| Hazlett, Burt & Watson, Inc. | 0.32% | Add +25.8% | 30,706 | $1.0M |
| NorthRock Partners, LLC | 0.02% | Reduce -9.9% | 30,428 | $993K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +157.0% | 30,086 | $981K |
| Everett Harris & Co. | 0.01% | No change | 29,938 | $977K |
| Wealth Architects, LLC | 0.09% | No change | 29,927 | $976K |
| Roffman Miller Associates Inc. | 0.05% | Reduce -11.3% | 29,584 | $965K |
| Sovereign Financial Group, Inc. | 0.17% | Add +4.8% | 29,574 | $965K |
| Fisher Asset Management | 0.00% | Add +12.7% | 29,522 | $963K |
| Vantage Financial Partners, LLC | 0.19% | Reduce -1.4% | 29,434 | $960K |
| TFB Advisors LLC | 0.27% | Add +5.7% | 29,332 | $957K |
| GS Investments, Inc. | 0.52% | Add +0.2% | 29,211 | $953K |
| Castle Wealth Management LLC | 0.31% | Reduce -2.7% | 29,051 | $948K |
| Group One Trading LLC | 0.03% | Add +99.4% | 29,050 | $948K |
| International Assets Investment Management, LLC | 0.06% | Add +7.5% | 28,888 | $942K |
| Soltis Investment Advisors LLC | 0.06% | Add +31.9% | 28,871 | $942K |
| Smart Portfolios, LLC | 0.94% | Reduce -0.3% | 28,870 | $942K |
| Platt Wealth Management LLC | 0.93% | — | 28,876 | $941K |
| Maia Wealth LLC | 0.16% | Add +0.4% | 30,759 | $938K |
| Strategic Planning Group, LLC | 0.12% | Reduce -82.9% | 28,655 | $935K |
| Continuum Advisory, LLC | 0.09% | Add +16.6% | 28,501 | $930K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -7.2% | 28,455 | $928K |
| Adelphi Trust Co | 0.76% | — | 28,444 | $928K |
| Juncture Wealth Strategies, LLC | 0.30% | Add +0.0% | 28,383 | $926K |
| Watershed Private Wealth LLC | 0.28% | No change | 28,307 | $923K |
| OMC Financial Services LTD | 0.34% | Reduce -1.6% | 28,271 | $922K |
| TCI Wealth Advisors, Inc. | 0.05% | Add +6.8% | 28,266 | $922K |
| Evanson Asset Management, LLC | 0.05% | Add +23.7% | 28,193 | $920K |
| Resurgent Financial Advisors LLC | 0.46% | Add +5.6% | 28,177 | $919K |
| Freedom Investment Management, Inc. | 0.27% | Reduce -1.8% | 28,153 | $918K |
| National Wealth Management Group, LLC | 0.32% | Add +106.4% | 28,133 | $918K |
| Ogorek Anthony Joseph /NY/ | 0.25% | Reduce -0.8% | 27,978 | $912K |
| NorthStar Asset Management LLC | 0.41% | Reduce -0.3% | 27,939 | $911K |
| One Wealth Management Investment & Advisory Services, LLC | 0.99% | Add +9.1% | 27,856 | $909K |
| Goldstein Advisors, LLC | 0.10% | Add +1.6% | 27,664 | $902K |
| Fortis Advisors, LLC | 0.50% | Add +7.6% | 27,635 | $901K |
| Essex LLC | 0.16% | Reduce -3.1% | 27,584 | $900K |
| Victory Financial Group, LLC | 0.11% | Add +44.1% | 27,550 | $899K |
| Moran Wealth Management, LLC | 0.03% | Reduce -3.8% | 27,542 | $898K |
| Stark Wealth Management LLC | 3.36% | Add +4.7% | 27,424 | $895K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +4.0% | 27,414 | $894K |
| Hidden Cove Wealth Management, LLC | 0.58% | Add +6.2% | 27,352 | $892K |
| Hilltop Wealth Advisors, LLC | 0.45% | Reduce -1.9% | 27,339 | $892K |
| Uptick Partners, LLC | 0.19% | Add +122.2% | 27,274 | $890K |
| Fulcrum Equity Management | 0.85% | Reduce -17.7% | 27,245 | $889K |
| Clear Retirement Advice LLC | 0.69% | — | 28,580 | $888K |
| Strategic Wealth Partners, Ltd. | 0.06% | Reduce -57.4% | 27,200 | $887K |
| SpringVest Wealth Management LLC | 0.62% | No change | 27,121 | $885K |
| Howard Bailey Securities, LLC | 0.35% | Reduce -92.3% | 27,060 | $883K |
| Symphony Financial, Ltd. Co. | 0.12% | Add +27.9% | 26,727 | $878K |
| WealthPLAN Partners, LLC | 0.13% | Add +4.3% | 26,908 | $878K |
| Pure Financial Advisors, LLC | 0.01% | Add +2.7% | 26,873 | $877K |
| Johnson Wealth Management, LLC | 0.43% | No change | 26,788 | $874K |
| Ameriflex Group, Inc. | 0.45% | Reduce -26.2% | 26,770 | $873K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 26,762 | $873K |
| Associated Banc-Corp | 0.02% | Add +2.5% | 26,717 | $872K |
| Clear Investment Research, LLC | 1.45% | Reduce -0.3% | 26,714 | $871K |
| Alpha Omega Wealth Management LLC | 0.14% | No change | 26,623 | $868K |
| Independent Wealth Network Inc. | 0.26% | Add +2.0% | 26,483 | $864K |
| Summit Financial Strategies, Inc. | 0.07% | Reduce -1.6% | 26,417 | $862K |
| Vermillion Wealth Management, Inc. | 0.35% | Add +8.9% | 26,342 | $859K |
| Dumont & Blake Investment Advisors LLC | 0.21% | Reduce -2.2% | 26,213 | $855K |
| Members Trust Co | 0.03% | Reduce -0.6% | 26,182 | $854K |
| Global Endowment Management, LP | 0.11% | Reduce -4.1% | 26,100 | $851K |
| Commerce Bank | 0.00% | Add +3.4% | 26,012 | $849K |
| NBT Bank, N.A. | 0.05% | Add +1.6% | 65 | $847K |
| Altfest L J & Co. Inc. | 0.09% | Add +0.0% | 25,786 | $841K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -3.2% | 25,759 | $840K |
| White Knight Strategic Wealth Advisors, LLC | 0.61% | No change | 25,700 | $838K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -2.0% | 25,584 | $835K |
| Richmond Investment Services, LLC | 0.14% | Add +39.0% | 25,540 | $833K |
| LaSalle St. Investment Advisors, LLC | 0.13% | Reduce -2.3% | 25,543 | $833K |
| VSM Wealth Advisory, LLC | 0.25% | Add +7.3% | 25,520 | $830K |
| Relyea Zuckerberg Hanson LLC | 0.08% | Reduce -23.3% | 25,394 | $828K |
| Ruggaard & Associates LLC | 0.33% | Add +0.0% | 25,318 | $826K |
| Crescent Grove Advisors, LLC | 0.08% | Add +1.1% | 25,277 | $825K |
| Clifford Swan Investment Counsel LLC | 0.03% | No change | 25,272 | $824K |
| Meeder Advisory Services, Inc. | 0.04% | Add +22.2% | 25,223 | $823K |
| Soundwatch Capital LLC | 0.13% | Reduce -2.9% | 25,183 | $821K |
| Cornerstone Enterprises, LLC | 0.39% | Reduce -9.6% | 25,119 | $819K |
| Norden Group LLC | 0.08% | Add +0.1% | 25,086 | $818K |
| Smith Shellnut Wilson LLC | 0.31% | Add +230.1% | 25,061 | $817K |
| Clearwater Capital Advisors, LLC | 0.07% | Reduce -30.9% | 25,041 | $817K |
| Blueline Advisors LLC | 0.66% | — | 24,813 | $809K |
| Triad Wealth Partners, LLC | 0.08% | Add +257.3% | 24,719 | $806K |
| Costello Asset Management, INC | 0.27% | Reduce -4.1% | 24,604 | $803K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -4.1% | 24,492 | $799K |
| LifeSteps Financial, Inc. | 0.51% | Add +0.0% | 24,334 | $794K |
| J Hagan Capital, Inc. | 0.44% | Reduce -74.9% | 24,115 | $787K |
| Signature Equity Partners, LLC | 0.43% | — | 24,019 | $784K |
| Blackhawk Capital Partners, LLC | 0.29% | Reduce -29.0% | 24,011 | $783K |
| Annex Advisory Services, LLC | 0.01% | Add +15.5% | 23,863 | $778K |
| Windsor Advisory Group, LLC | 0.69% | No change | 23,644 | $771K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +0.9% | 23,636 | $771K |
| RBA Wealth Management, LLC | 0.26% | Add +3.0% | 23,587 | $770K |
| First Heartland Consultants, Inc. | 0.06% | Add +15.4% | 23,575 | $769K |
| Sunpointe, LLC | 0.25% | Reduce -3.8% | 23,486 | $766K |
| Financial Sense Advisors, Inc. | 0.16% | Reduce -2.3% | 23,449 | $765K |
| Forum Financial Management, LP | 0.01% | Add +57.0% | 23,407 | $764K |
| Legend Financial Advisors, Inc. | 0.46% | Reduce -4.8% | 23,397 | $763K |
| Private Wealth Asset Management, LLC | 0.08% | Reduce -2.4% | 23,344 | $761K |
| Prosperity Consulting Group, LLC | 0.03% | Add +0.1% | 23,271 | $759K |
| Resolute Advisors LLC | 0.25% | Add +0.1% | 23,245 | $758K |
| Element Wealth, LLC | 0.31% | No change | 23,212 | $757K |
| Townsquare Capital LLC | 0.17% | Reduce -0.4% | 23,155 | $755K |
| Greenwood Gearhart LLC | 0.04% | Add +5.7% | 23,039 | $752K |
| Total Wealth Planning, LLC | 1.60% | Reduce -91.9% | 22,926 | $748K |
| Meritage Portfolio Management | 0.05% | Add +15.9% | 22,753 | $742K |
| Northwest Capital Management Inc | 3.20% | Reduce -14.8% | 22,668 | $739K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -0.8% | 22,612 | $738K |
| Hoey Investments, Inc. | 0.10% | Add +0.5% | 22,357 | $729K |
| SOL Capital Management CO | 0.06% | No change | 22,170 | $723K |
| MBE Wealth Management, LLC | 0.30% | Add +0.0% | 22,151 | $723K |
| SYM FINANCIAL Corp | 0.07% | Reduce -1.9% | 22,124 | $722K |
| Scotia Capital Inc. | 0.00% | Add +12.3% | 22,075 | $720K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 22,039 | $719K |
| Hilltop Holdings Inc. | 0.04% | Reduce -2.5% | 21,981 | $717K |
| First Western Trust Bank | 0.04% | No change | 21,924 | $715K |
| Vanguard Group Inc. | 0.00% | Add +76.6% | 21,899 | $714K |
| Optima Capital LLC | 0.31% | Reduce -87.3% | 21,810 | $711K |
| WealthCare Investment Partners, LLC | 0.21% | Add +1.3% | 21,820 | $709K |
| Baring Financial LLC | 0.43% | Reduce -85.7% | 21,728 | $709K |
| Mitchell Sinkler & Starr | 0.32% | No change | 21,727 | $709K |
| Core Wealth Partners LLC | 0.32% | Add +24.8% | 21,675 | $707K |
| Alpha Financial Advisors, LLC | 0.21% | No change | 21,515 | $702K |
| Twelve Points Wealth Management LLC | 0.16% | Reduce -0.0% | 21,286 | $699K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -2.2% | 21,396 | $698K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 21,304 | $695K |
| Pinion Investment Advisors, LLC | 0.17% | Reduce -48.0% | 21,287 | $694K |
| SRH Advisors, LLC | 0.20% | No change | 21,160 | $690K |
| New Insight Wealth Advisors | 0.25% | Add +7.6% | 21,118 | $689K |
| Front Row Advisors LLC | 0.23% | Add +0.0% | 20,980 | $684K |
| Financial Planning Navigators CORP | 0.31% | — | 20,980 | $684K |
| Cfo Capital Management LLC | 0.51% | — | 20,933 | $683K |
| Owen LaRue, LLC | 0.26% | Add +0.0% | 20,920 | $682K |
| Oarsman Capital, Inc. | 0.09% | Reduce -0.5% | 20,875 | $681K |
| SageGuard Financial Group, LLC | 0.11% | — | 20,863 | $681K |
| HighPoint Advisor Group LLC | 0.01% | New | 20,831 | $680K |
| Red Mountain Financial, LLC | 0.66% | Add +10.9% | 20,722 | $676K |
| Inspire Advisors, LLC | 0.06% | Add +93.1% | 20,671 | $674K |
| SVRN Asset Management, LLC | 0.55% | — | 20,515 | $669K |
| Amicus Financial Advisors, LLC | 0.19% | — | 20,500 | $669K |
| L. Roy Papp & Associates, LLP | 0.07% | Reduce -3.3% | 20,412 | $666K |
| Traynor Capital Management, Inc. | 0.04% | Add +0.2% | 20,390 | $665K |
| SVB Wealth LLC | 0.04% | Add +0.0% | 20,314 | $663K |
| Capital Insight Partners, LLC | 0.14% | Reduce -5.7% | 20,262 | $661K |
| IMC-Chicago, LLC | 0.01% | Reduce -19.6% | 20,142 | $657K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +791.8% | 19,904 | $654K |
| Citizens Financial Group Inc. | 0.01% | Reduce -2.9% | 19,984 | $652K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +6.0% | 19,860 | $648K |
| Liberty Wealth Management LLC | 0.08% | New | 19,821 | $646K |
| Bond & Devick Financial Network, Inc. | 0.18% | No change | 19,720 | $643K |
| Silver Oak Wealth Advisors Services, LLC | 0.41% | No change | 19,694 | $642K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +1.2% | 19,659 | $641K |
| Smith Chas P & Associates Pa Cpas | 0.03% | New | 19,624 | $640K |
| Lakeridge Wealth Management LLC | 0.29% | Add +6.3% | 19,509 | $636K |
| Sovran Advisors, LLC | 0.05% | Add +16.3% | 19,595 | $636K |
| Evergreen Capital Management LLC | 0.01% | Reduce -9.3% | 19,468 | $635K |
| Kastel Capital Advisors, LLC | 0.39% | — | 19,454 | $635K |
| Lutz Financial Services LLC | 0.04% | Reduce -5.2% | 19,334 | $631K |
| Insight Advisors, LLC/ PA | 0.10% | Reduce -9.3% | 19,235 | $627K |
| Seneschal Advisors, LLC | 0.46% | Reduce -2.8% | 19,131 | $624K |
| SMART Wealth LLC | 0.19% | Add +22.5% | 19,037 | $621K |
| Root Financial Partners, LLC | 0.03% | Reduce -7.8% | 19,029 | $621K |
| Blue Trust, Inc. | 0.01% | Reduce -0.2% | 19,024 | $621K |
| Plancorp, LLC | 0.02% | Reduce -47.0% | 18,913 | $617K |
| Alpha Cubed Investments, LLC | 0.02% | Add +35.8% | 18,869 | $615K |
| Chapman Financial Group, LLC | 0.42% | Add +2.2% | 18,862 | $615K |
| Blue Barn Wealth, LLC | 0.89% | Reduce -86.0% | 18,775 | $612K |
| Valicenti Advisory Services Inc. | 0.13% | Reduce -4.3% | 18,752 | $612K |
| Princeton Global Asset Management LLC | 0.10% | Add +0.0% | 18,695 | $610K |
| Focused Wealth Management, Inc | 0.06% | Add +0.2% | 18,692 | $610K |
| American Financial Advisors, LLC | 0.08% | Add +2.3% | 18,594 | $607K |
| Hohimer Wealth Management, LLC | 0.08% | No change | 18,539 | $605K |
| Integrity Financial Corp | 0.31% | Reduce -69.6% | 18,533 | $605K |
| Private Trust Co. NA | 0.05% | Add +73.9% | 18,529 | $604K |
| D'Orazio & Associates, Inc. | 0.08% | Add +3.6% | 18,422 | $601K |
| Wealth Analytics Partners, LLC | 0.24% | — | 18,396 | $600K |
| Colton Groome Financial Advisors, LLC | 0.17% | Reduce -7.0% | 18,305 | $597K |
| Fortis Capital Management LLC | 0.08% | Reduce -16.8% | 18,198 | $594K |
| Ankerstar Wealth, LLC | 0.59% | — | 18,186 | $593K |
| Wealth Advisory Team LLC | 0.52% | — | 18,134 | $592K |
| Vanguard Capital Wealth Advisors | 0.47% | Reduce -2.6% | 18,088 | $590K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +0.1% | 17,855 | $582K |
| Aspen Investment Management Inc | 0.18% | Reduce -2.1% | 17,846 | $582K |
| Mosaic Family Wealth Partners, LLC | 0.06% | Add +0.1% | 17,813 | $581K |
| Invested Advisors | 0.60% | Add +45.1% | 17,786 | $580K |
| Cadent Capital Advisors, LLC | 0.15% | Add +10.4% | 17,602 | $574K |
| Annandale Capital, LLC | 0.09% | Add +0.1% | 17,506 | $571K |
| Freestone Capital Holdings, LLC | 0.02% | Add +9.4% | 17,424 | $568K |
| Columbia Advisory Partners LLC | 0.39% | Reduce -7.9% | 17,335 | $565K |
| North Star Asset Management Inc. | 0.02% | Add +2.6% | 17,326 | $565K |
| Moneywise, Inc. | 0.23% | Add +0.0% | 17,170 | $560K |
| First Trust Advisors LP | 0.00% | Add +18.8% | 17,156 | $560K |
| Zhang Financial LLC | 0.02% | Add +0.1% | 17,133 | $559K |
| Boyce & Associates Wealth Consulting, Inc. | 0.47% | Reduce -10.4% | 17,076 | $557K |
| Moneco Advisors, LLC | 0.04% | Reduce -7.2% | 17,033 | $556K |
| Global Assets Advisory, LLC | 0.16% | Reduce -4.0% | 17,025 | $555K |
| Pathway Financial Advisors LLC | 0.07% | Add +0.1% | 16,889 | $555K |
| Synergy Financial Group, LTD | 0.39% | Reduce -9.1% | 16,985 | $554K |
| Phil A. Younker & Associates, Ltd. | 0.39% | No change | 16,984 | $554K |
| Elevation Wealth Management LLC | 0.53% | — | 16,962 | $553K |
| Cabot Wealth Management Inc. | 0.06% | Reduce -3.0% | 16,960 | $553K |
| Triangle Securities Wealth Management | 0.12% | Add +8.6% | 16,861 | $550K |
| Everstar Asset Management, LLC | 0.29% | Add +0.0% | 16,845 | $550K |
| IVC Wealth Advisors LLC | 0.24% | Reduce -3.0% | 16,748 | $546K |
| ZynergyRetirementPlanningLLC | 0.34% | Reduce -4.8% | 16,727 | $546K |
| Geometric Wealth Advisors | 0.07% | No change | 16,688 | $544K |
| Argos Wealth Advisors, LLC | 0.15% | — | 16,584 | $541K |
| Klingman & Associates, LLC | 0.03% | Reduce -4.4% | 16,538 | $539K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -0.5% | 16,378 | $538K |
| Tranquility Partners, LLC | 0.19% | No change | 16,425 | $536K |
| Ehrlich Financial Group | 0.30% | Reduce -0.1% | 16,353 | $533K |
| RCS Financial Planning, LLC | 0.23% | Reduce -3.0% | 16,190 | $528K |
| Obermeyer Wealth Partners | 0.02% | Add +0.9% | 16,184 | $528K |
| Glassman Wealth Services | 0.07% | Add +0.0% | 16,183 | $528K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -3.3% | 16,148 | $527K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -13.0% | 16,095 | $525K |
| G2 Capital Management, LLC / Oh | 0.13% | No change | 16,092 | $525K |
| Lantz Financial LLC | 0.11% | No change | 16,052 | $524K |
| CVFG LLC | 0.36% | No change | 16,032 | $523K |
| Caprock Group, LLC | 0.01% | Reduce -8.7% | 16,023 | $523K |
| Gotham Asset Management | 0.00% | No change | 16,000 | $522K |
| Grey Fox Wealth Advisors, LLC | 0.11% | Reduce -3.3% | 15,859 | $517K |
| Ironwood Financial, llc | 0.09% | Reduce -5.8% | 15,718 | $517K |
| Sharkey, Howes & Javer | 0.07% | No change | 15,792 | $515K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -8.4% | 15,668 | $511K |
| Barlow Wealth Partners, LLC | 0.06% | No change | 15,544 | $511K |
| Affiance Financial, LLC | 0.08% | Add +0.2% | 15,606 | $509K |
| Waterfront Wealth Inc. | 0.10% | Add +7.6% | 15,594 | $506K |
| Optimus Capital Advisors, LLC | 0.29% | — | 15,424 | $503K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 15,407 | $503K |
| WMG Financial Advisors, LLC | 0.21% | Reduce -11.9% | 15,390 | $502K |
| Advisor OS, LLC | 0.04% | Reduce -0.4% | 15,381 | $502K |
| D L Carlson Investment Group Inc. | 0.08% | Reduce -11.5% | 15,354 | $501K |
| Brickley Wealth Management | 0.08% | Add +7.7% | 15,305 | $499K |
| Stokes Family Office, LLC | 0.05% | Add +4.6% | 15,243 | $497K |
| Arkos Global Advisors | 0.06% | No change | 15,200 | $496K |
| Praetorian Wealth Management, Inc. | 0.10% | No change | 15,176 | $495K |
| Founders Grove Wealth Partners, LLC | 0.11% | Add +0.5% | 15,171 | $495K |
| Keybank National Association | 0.00% | Add +22.1% | 15,148 | $494K |
| XY Planning Network, Inc. | 0.09% | Reduce -15.2% | 15,071 | $492K |
| Hershey Financial Advisers, LLC | 0.42% | Reduce -83.4% | 15,066 | $491K |
| Delta Asset Management LLC | 0.04% | Add +1.8% | 15,054 | $491K |
| Granite Bay Wealth Management, LLC | 0.12% | Reduce -1.5% | 15,011 | $490K |
| Manske Wealth Management | 0.14% | Add +0.9% | 14,938 | $487K |
| Keenan, LLC | 0.43% | — | 14,918 | $487K |
| Tull Financial Group, Inc. | 0.21% | Add +36.7% | 14,910 | $486K |
| West Branch Capital LLC | 0.13% | Add +0.1% | 14,866 | $485K |
| CPC Advisors, LLC | 0.05% | Add +2.3% | 14,719 | $480K |
| Cadia Private Client LLC | 0.38% | — | 14,714 | $480K |
| White Lighthouse Investment Management Inc. | 0.07% | Reduce -2.7% | 14,672 | $479K |
| Red Door Wealth Management, LLC | 0.05% | Reduce -9.2% | 14,609 | $477K |
| Fairman Group, LLC | 0.38% | Reduce -0.8% | 14,469 | $472K |
| Ipsen Advisor Group LLC | 0.33% | Add +0.1% | 14,403 | $470K |
| PUREfi Wealth, LLC | 0.36% | No change | 14,400 | $470K |
| Florida Trust Wealth Management Co | 0.01% | No change | 14,216 | $464K |
| Lynx Investment Advisory | 0.25% | Reduce -3.7% | 14,207 | $463K |
| Hall Capital Management Co. Inc. | 0.18% | No change | 14,206 | $463K |
| Fearless Solutions, LLC dba Best Invest | 0.28% | Reduce -3.9% | 14,184 | $463K |
| Vectors Research Management, LLC | 0.14% | No change | 14,100 | $460K |
| Courier Capital LLC | 0.03% | No change | 14,100 | $460K |
| Investment Research Partners LLC | 0.20% | No change | 14,067 | $459K |
| Smith Salley Wealth Management | 0.02% | Reduce -12.7% | 14,043 | $458K |
| Swmg, LLC | 0.13% | Add +1.9% | 14,710 | $458K |
| Sentinel Pension Advisors, LLC | 0.07% | Reduce -7.3% | 14,028 | $458K |
| Beacon Financial Group | 0.05% | Reduce -0.1% | 13,999 | $457K |
| Argent Trust Co | 0.02% | Add +81.0% | 13,975 | $456K |
| Access Financial Services, Inc. | 0.17% | No change | 13,936 | $455K |
| Yoffe Investment Management, LLC | 0.58% | No change | 13,824 | $451K |
| Patten & Patten Inc. | 0.03% | Reduce -14.6% | 13,771 | $449K |
| Pursue Wealth Partners LLC | 0.22% | No change | 13,720 | $448K |
| Private Management Group Inc. | 0.01% | Add +0.1% | 13,720 | $448K |
| Asio Capital, LLC | 0.06% | No change | 13,716 | $447K |
| Baker Tilly Wealth Management, LLC | 0.11% | Add +0.1% | 13,705 | $447K |
| Marshall Investment Management, LLC | 0.22% | Reduce -1.0% | 13,659 | $446K |
| Patrick M Sweeney & Associates, Inc. | 0.28% | Add +0.6% | 13,613 | $444K |
| ETF Store, Inc. | 0.45% | Add +0.4% | 13,541 | $442K |
| Jamison Private Wealth Management, Inc. | 0.05% | Add +10.3% | 13,487 | $440K |
| Diversified Portfolios, Inc. | 0.04% | Reduce -19.1% | 13,466 | $439K |
| Wealth Effects LLC | 0.14% | Add +0.8% | 13,318 | $434K |
| Aegis Wealth Management, Inc. | 0.34% | — | 13,290 | $434K |
| SOA Wealth Advisors, LLC. | 0.07% | Add +0.1% | 13,288 | $433K |
| Wulff, Hansen & Co. | 0.36% | Add +0.7% | 13,270 | $433K |
| RHS Financial, LLC | 0.21% | No change | 13,252 | $432K |
| Falcon Wealth Planning | 0.04% | Add +1.5% | 13,236 | $432K |
| RPS Advisory Solutions LLC | 0.20% | Reduce -28.5% | 13,235 | $432K |
| Financial Planning Fort Collins, LLC | 0.38% | — | 13,216 | $431K |
| Stratos Investment Management, LLC | 0.02% | Add +11.6% | 13,209 | $431K |
| AMG National Trust Bank | 0.01% | Reduce -38.9% | 13,104 | $427K |
| Godsey & Gibb, Inc. | 0.04% | Add +6.4% | 13,073 | $426K |
| Mission Creek Capital Partners, Inc. | 0.09% | Add +10.5% | 15,213 | $424K |
| VestGen Advisors, LLC | 0.02% | Reduce -69.4% | 12,980 | $423K |
| ForthRight Wealth Management, LLC | 0.12% | No change | 12,925 | $422K |
| Frisch Financial Group, Inc. | 0.09% | New | 12,842 | $419K |
| Traphagen Investment Advisors LLC | 0.03% | Add +12.2% | 12,815 | $418K |
| Brooklyn Investment Group | 0.02% | New | 12,662 | $417K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +62.4% | 12,676 | $414K |
| Clark Asset Management, LLC | 0.04% | Add +2.1% | 12,673 | $413K |
| Coordinated Financial Services, Inc. | 0.24% | No change | 12,622 | $412K |
| Finer Wealth Management, Inc. | 0.20% | Reduce -1.2% | 12,561 | $410K |
| Zacks Investment Management | 0.00% | Reduce -5.3% | 12,533 | $409K |
| Hudock, Inc. | 0.06% | Add +0.0% | 12,512 | $408K |
| Meridian Financial Advisors, LLC | 0.22% | Add +72.2% | 12,488 | $407K |
| Tilson Financial Group, Inc. | 0.12% | Add +88.2% | 12,420 | $405K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | New | 12,419 | $405K |
| Summit Global Investments | 0.02% | Add +5.9% | 12,405 | $405K |
| CCG Wealth Management, LLC | 0.17% | Reduce -2.2% | 12,411 | $405K |
| Firestone Capital Management | 0.09% | Add +0.1% | 12,366 | $403K |
| Aspire Capital Advisors LLC | 0.09% | Reduce -19.9% | 12,329 | $402K |
| Oldfather Financial Services, LLC | 0.12% | Reduce -4.6% | 12,305 | $401K |
| Fulton Bank, N.A. | 0.01% | New | 12,244 | $399K |
| NTV Asset Management LLC | 0.04% | No change | 12,173 | $397K |
| Coastwise Capital Group, LLC | 0.20% | Reduce -0.1% | 12,161 | $397K |
| Stonebridge Financial Group, LLC | 0.03% | New | 12,140 | $396K |
| Insigneo Advisory Services, LLC | 0.03% | Add +5.4% | 12,092 | $394K |
| Auctus Advisors LLC | 0.36% | — | 12,058 | $393K |
| Omega Financial Group, LLC | 0.13% | Reduce -3.3% | 12,034 | $393K |
| Trust Co. of Toledo NA | 0.04% | No change | 12,000 | $391K |
| Ted Buchan & Co | 0.14% | No change | 11,976 | $391K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Add +18.4% | 11,926 | $389K |
| NWK Group, Inc. | 0.13% | No change | 11,904 | $388K |
| Investments & Financial Planning, LLC | 0.21% | Add +28.0% | 11,886 | $388K |
| CWC Advisors, LLC. | 0.19% | Add +6.8% | 11,846 | $386K |
| Ritter Daniher Financial Advisory LLC / DE | 0.06% | Add +33.7% | 11,810 | $385K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -0.0% | 11,756 | $383K |
| URS Advisory LLC | 0.32% | — | 11,750 | $383K |
| Total Investment Management Inc. | 0.05% | New | 11,734 | $383K |
| Trilogy Capital Inc. | 0.02% | New | 11,683 | $381K |
| Axis Wealth Partners, LLC | 0.21% | Add +0.1% | 11,673 | $381K |
| Tred Avon Family Wealth, LLC | 0.12% | Add +1.3% | 11,670 | $381K |
| Painted Porch Advisors LLC | 0.15% | Add +0.0% | 11,649 | $380K |
| Paladin Advisory Group, LLC | 0.28% | Reduce -3.2% | 11,613 | $379K |
| Hamilton Capital, LLC | 0.02% | — | 11,610 | $379K |
| Rossmore Private Capital | 0.03% | No change | 11,580 | $378K |
| Seascape Capital Management | 0.11% | Add +0.1% | 11,566 | $377K |
| LaFleur & Godfrey LLC | 0.05% | Reduce -1.3% | 11,525 | $376K |
| American Financial & Tax Strategies Inc. | 0.19% | No change | 11,488 | $375K |
| Uptown Financial Advisors LLC | 0.32% | No change | 11,476 | $374K |
| Burney Co./ | 0.01% | No change | 11,468 | $374K |
| Stone Summit Wealth LLC | 0.10% | Add +16.2% | 11,444 | $373K |
| Manuka Financial, LLC | 0.23% | Add +26.1% | 11,430 | $373K |
| Financial Management, Inc. | 0.35% | — | 11,409 | $372K |
| Hutchens & Kramer Investment Management Group, LLC | 0.13% | Reduce -0.1% | 11,354 | $370K |
| American Money Management, LLC | 0.06% | Add +0.2% | 11,224 | $366K |
| Turning Point Benefit Group, Inc. | 0.19% | Reduce -49.8% | 11,221 | $366K |
| Rolek Wealth Management LLC | 0.25% | No change | 11,171 | $364K |
| KERR FINANCIAL PLANNING Corp | 0.49% | Add +0.0% | 11,924 | $364K |
| Ascension Capital Advisors, Inc. | 0.12% | Add +1.1% | 11,136 | $363K |
| Gradient Investments LLC | 0.01% | No change | 11,131 | $363K |
| Flagship Private Wealth, LLC | 0.14% | No change | 11,061 | $361K |
| TPG Advisors LLC | 0.22% | Reduce -21.3% | 11,053 | $361K |
| Diversified Investment Strategies, LLC | 0.24% | No change | 11,036 | $360K |
| Summit Financial Consulting LLC | 0.26% | Add +65.7% | 11,003 | $359K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +3.2% | 10,953 | $357K |
| Golden State Wealth Management, LLC | 0.04% | Add +39.9% | 10,945 | $357K |
| ORG Partners LLC | 0.06% | Reduce -62.6% | 10,938 | $357K |
| Keystone Wealth Services, LLC | 0.08% | Add +41.3% | 10,931 | $357K |
| Earned Wealth Advisors, LLC | 0.03% | Reduce -1.9% | 10,921 | $356K |
| Adamsbrown Wealth Consultants LLC | 0.10% | Add +0.6% | 10,908 | $356K |
| Teamwork Financial Advisors, LLC | 0.04% | Add +6.6% | 10,908 | $356K |
| GoalVest Advisory LLC | 0.07% | No change | 10,896 | $355K |
| Victrix Investment Advisors | 0.14% | New | 10,868 | $355K |
| Naples Global Advisors, LLC | 0.03% | Add +0.1% | 10,838 | $354K |
| Columbia Bank | 0.10% | No change | 10,740 | $350K |
| Debussy Capital Management LP | 0.05% | Add +0.0% | 10,689 | $349K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 10,688 | $349K |
| Strategic Equity Management | 0.12% | No change | 10,623 | $347K |
| Atlas Brown,Inc. | 0.10% | Add +0.1% | 10,580 | $345K |
| Koss-Olinger Consulting, LLC | 0.03% | Add +5.4% | 10,585 | $345K |
| Mason & Associates Inc | 0.06% | Reduce -5.4% | 10,560 | $344K |
| Round Rock Advisors LLC | 0.05% | Add +2.2% | 10,463 | $341K |
| Albion Financial Group | 0.02% | No change | 10,456 | $341K |
| Sunrise Financial Services, LLC | 0.26% | — | 10,422 | $340K |
| Spectrum Investment Advisors, Inc. | 0.17% | No change | 10,395 | $339K |
| Liberty Square Wealth Partners LLC | 0.10% | Add +3.4% | 10,374 | $338K |
| Harvest Investment Services, LLC | 0.06% | Reduce -3.2% | 10,323 | $337K |
| Range Advisory, LLC | 0.09% | — | 10,319 | $337K |
| Evermay Wealth Management LLC | 0.04% | Reduce -2.3% | 10,269 | $335K |
| REDW Wealth LLC | 0.13% | No change | 10,248 | $334K |
| Capital Investment Counsel, LLC | 0.05% | Reduce -5.5% | 10,165 | $332K |
| Value Investment Professionals, LLC | 0.35% | — | 10,156 | $331K |
| Balefire, LLC | 0.06% | Reduce -1.8% | 10,139 | $331K |
| Tannin Capital LLC | 0.30% | — | 10,123 | $330K |
| Delta Investment Management, LLC | 0.06% | Add +4.9% | 10,069 | $328K |
| Winthrop Advisory Group LLC | 0.03% | Add +0.5% | 10,025 | $327K |
| Canandaigua National Bank & Trust Co. | 0.03% | No change | 9,936 | $324K |
| FourThought Financial Partners, LLC | 0.03% | Add +27.9% | 9,933 | $324K |
| Trust Co of the South | 0.05% | No change | 9,920 | $324K |
| Fiduciary Family Office, LLC | 0.09% | Add +1.8% | 9,917 | $323K |
| Seneca House Advisors | 0.12% | Reduce -4.8% | 9,910 | $323K |
| VestGen Investment Management | 0.18% | No change | 9,908 | $323K |
| Kavar Capital Partners Group, LLC | 0.04% | Add +0.0% | 9,891 | $323K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -0.6% | 9,871 | $322K |
| Plan A Wealth LLC | 0.16% | Add +0.1% | 9,838 | $321K |
| Check Capital Management Inc. | 0.02% | No change | 9,800 | $320K |
| Accelerate Investment Advisors LLC | 0.22% | Add +0.1% | 9,795 | $320K |
| LWM Advisors Inc. | 0.28% | Add +0.0% | 9,788 | $319K |
| Lanark Financial, Inc. | 0.02% | Reduce -13.1% | 9,756 | $318K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -13.7% | 9,744 | $318K |
| IFC & Insurance Marketing, Inc. | 0.31% | — | 9,705 | $317K |
| Vaughan David Investments LLC | 0.01% | Add +0.1% | 9,698 | $316K |
| Accredited Investor Services, LLC | 0.21% | Add +0.4% | 9,679 | $316K |
| Wescott Financial Advisory Group, LLC | 0.03% | New | 9,668 | $315K |
| First National Trust Co | 0.01% | Reduce -15.7% | 9,665 | $315K |
| Riverstone Advisors, LLC | 0.15% | Add +1.1% | 9,664 | $315K |
| City Center Advisors, LLC | 0.29% | Reduce -7.6% | 9,641 | $314K |
| Trexquant Investment LP | 0.00% | Add +12.8% | 9,633 | $314K |
| Western Reserve Capital Management, LLC | 0.29% | — | 9,627 | $314K |
| MJT & Associates Financial Advisory Group, Inc. | 0.23% | Reduce -23.8% | 9,617 | $314K |
| Copley Financial Group, Inc. | 0.19% | Add +0.6% | 9,580 | $313K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.0% | 9,570 | $312K |
| Jackson Thornton Wealth Management, LLC | 0.03% | No change | 9,490 | $312K |
| Sage Investment Counsel LLC | 0.34% | Add +11.2% | 9,552 | $312K |
| Salem Investment Counselors Inc. | 0.01% | Add +25.4% | 9,508 | $310K |
| Montz Harcus Wealth Management LLC | 0.13% | Add +6.0% | 9,501 | $310K |
| Palisade Asset Management, LLC | 0.03% | No change | 9,484 | $309K |
| Pinkerton Wealth, LLC | 0.03% | No change | 9,464 | $309K |
| Brightwater Advisory LLC | 0.21% | Add +1.6% | 9,411 | $307K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Add +3.6% | 9,384 | $306K |
| Glenview Trust Co | 0.00% | Reduce -1.6% | 9,368 | $306K |
| Bright Futures Wealth Management, LLC. | 0.23% | Reduce -53.1% | 9,319 | $304K |
| HighMark Wealth Management LLC | 0.12% | Add +0.1% | 9,213 | $301K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -13.2% | 9,189 | $300K |
| Operose Advisors LLC | 0.07% | Add +5.3% | 9,186 | $300K |
| Morton Brown Family Wealth, LLC | 0.08% | No change | 9,185 | $300K |
| Stolper Co | 0.09% | Reduce -1.1% | 9,170 | $299K |
| Van Diest Capital, LLC | 0.45% | — | 9,152 | $299K |
| Rice Partnership, LLC | 0.04% | No change | 9,137 | $298K |
| Davis Wealth Advisors, LLC | 0.25% | Add +28.1% | 9,121 | $298K |
| QRG Capital Management, Inc. | 0.00% | Add +5.9% | 9,106 | $297K |
| Walkner Condon Financial Advisors LLC | 0.04% | Add +1.0% | 9,105 | $297K |
| Cannon Financial Strategists, Inc. | 0.04% | Add +0.1% | 9,085 | $296K |
| Latitude Advisors, LLC | 0.13% | Reduce -8.3% | 9,038 | $295K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Add +7.0% | 8,990 | $293K |
| Saxon Interests, Inc. | 0.10% | No change | 8,984 | $293K |
| Cascade Wealth Advisors, Inc | 0.13% | No change | 8,962 | $291K |
| Cypress Capital Group | 0.03% | New | 8,926 | $291K |
| Fifth Third Bancorp | 0.00% | Add +123.4% | 8,856 | $289K |
| Telos Capital Management, Inc. | 0.03% | Add +0.0% | 8,747 | $285K |
| Pathfinder Wealth Consulting, Inc. | 0.18% | — | 8,735 | $285K |
| EJMK Ventures LLC | 0.18% | — | 8,723 | $285K |
| Cahaba Wealth Management, Inc. | 0.02% | New | 8,654 | $282K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -1.3% | 8,553 | $281K |
| Studio Investment Management LLC | 0.05% | Add +10.0% | 8,589 | $280K |
| MCF Advisors LLC | 0.02% | Add +282.8% | 8,582 | $280K |
| Fonville Wealth Management LLC | 0.06% | Add +27.9% | 8,534 | $278K |
| Legacy Financial Group LLC | 0.03% | New | 8,928 | $277K |
| One Wealth Capital Management, LLC | 0.12% | Add +1.1% | 8,500 | $277K |
| Equita Financial Network, Inc. | 0.08% | Reduce -2.3% | 8,465 | $276K |
| Summit Wealth Group, LLC | 0.06% | No change | 8,456 | $276K |
| Pinnacle Bancorp, Inc. | 0.08% | Add +3.7% | 8,455 | $276K |
| Personal Cfo Solutions, LLC | 0.04% | New | 8,441 | $275K |
| Prepared Retirement Institute LLC | 0.14% | Reduce -0.3% | 8,419 | $275K |
| Fourth Dimension Wealth, LLC | 0.10% | Add +23.3% | 8,402 | $274K |
| Venture Visionary Partners LLC | 0.01% | No change | 8,401 | $274K |
| Wayfinding Financial, LLC | 0.12% | No change | 8,408 | $274K |
| Lathrop Investment Management Co. | 0.05% | Add +31.0% | 8,383 | $273K |
| Franklin Resources Inc. | 0.00% | No change | 8,328 | $272K |
| Basepoint Wealth LLC | 0.16% | Reduce -39.6% | 8,319 | $271K |
| TrustWell Financial Advisors, LLC | 0.26% | — | 8,307 | $271K |
| Mirador Capital Partners LP | 0.04% | Add +1.4% | 8,290 | $270K |
| Kilter Group LLC | 0.12% | No change | 8,253 | $269K |
| Brown Financial Advisory | 0.14% | No change | 8,240 | $269K |
| Investment Planning Advisors, Inc. | 0.08% | Reduce -1.9% | 8,234 | $269K |
| Emprise Bank | 0.11% | No change | 8,227 | $268K |
| W1M Asset Management Ltd | 0.00% | New | 8,204 | $268K |
| Synergy Asset Management, LLC | 0.03% | New | 8,171 | $267K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.1% | 8,156 | $266K |
| William Howard & Co Financial Advisors Inc | 0.22% | Add +0.1% | 8,147 | $266K |
| Cypress Capital Management LLC (WY) | 0.26% | Reduce -5.4% | 8,123 | $265K |
| Wolff Financial Management LLC | 0.06% | Reduce -3.6% | 8,083 | $264K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 8,078 | $264K |
| Morris Financial Concepts, Inc. | 0.09% | No change | 8,076 | $263K |
| SeaBridge Investment Advisors LLC | 0.04% | No change | 8,048 | $263K |
| McDonald Partners LLC | 0.08% | Add +18.0% | 8,025 | $262K |
| LFG Wealth Partners, LLC | 0.17% | — | 8,023 | $262K |
| Virtue Capital Management, LLC | 0.04% | Reduce -92.2% | 8,038 | $261K |
| Dearborn Partners LLC | 0.01% | No change | 8,000 | $261K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 7,972 | $260K |
| Crestwood Advisors Group, LLC | 0.00% | Add +10.7% | 7,916 | $258K |
| Hartline Investment Corp./ | 0.03% | No change | 7,902 | $258K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.0% | 7,894 | $258K |
| Fort Point Capital Partners LLC | 0.03% | New | 7,907 | $257K |
| Glenmede Trust Co. NA | 0.00% | — | 7,840 | $256K |
| Laurel Oak Wealth Management, LLC | 0.04% | — | 7,816 | $255K |
| Pittenger & Anderson Inc. | 0.01% | No change | 7,812 | $255K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | — | 7,802 | $255K |
| Navis Wealth Advisors, LLC | 0.11% | Reduce -20.2% | 7,758 | $253K |
| Weitzel Financial Services, Inc. | 0.10% | Add +2.0% | 7,759 | $252K |
| Stenger Family Office, LLC | 0.05% | No change | 7,718 | $252K |
| ZWJ Investment Counsel Inc. | 0.01% | No change | 7,716 | $252K |
| Elevation Wealth Partners, LLC | 0.09% | Reduce -3.1% | 7,706 | $251K |
| Crewe Advisors LLC | 0.02% | No change | 7,698 | $251K |
| Richards, Merrill & Peterson, Inc. | 0.10% | Reduce -4.9% | 7,668 | $250K |
| Penobscot Wealth Management | 0.08% | Add +0.1% | 7,663 | $250K |
| Berkeley Capital Partners, LLC | 0.06% | Reduce -3.7% | 7,628 | $249K |
| American Institute for Advanced Investment Management, LLP | 0.16% | No change | 7,600 | $248K |
| Bridgewater Advisors Inc. | 0.02% | Reduce -17.0% | 7,757 | $247K |
| Redwood Investment Management, LLC | 0.03% | Reduce -6.8% | 7,583 | $247K |
| Avantra Family Wealth, Inc. | 0.18% | No change | 7,549 | $246K |
| Cladis Investment Advisory, LLC | 0.13% | No change | 7,536 | $246K |
| Grandview Asset Management LLC | 0.07% | Add +0.1% | 7,498 | $245K |
| BNC Wealth Management, LLC | 0.06% | Reduce -13.1% | 7,401 | $241K |
| Welch Financial Planning, LLC | 0.18% | — | 7,392 | $241K |
| Rodgers & Associates, LTD | 0.02% | Reduce -5.2% | 7,368 | $240K |
| Bellwether Advisors, LLC | 0.04% | No change | 7,341 | $239K |
| SP Asset Management LLC | 0.02% | Add +0.1% | 7,338 | $239K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 7,335 | $239K |
| Aull & Monroe Investment Management Corp | 0.12% | Add +7.6% | 7,332 | $239K |
| Tanager Wealth Management LLP | 0.02% | New | 7,323 | $239K |
| Naviter Wealth, LLC | 0.03% | New | 7,286 | $238K |
| Collective Family Office LLC | 0.05% | Reduce -1.5% | 7,232 | $236K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +0.2% | 7,229 | $236K |
| Decision Investments, Inc. | 0.26% | — | 7,200 | $235K |
| Mid-American Wealth Advisory Group, Inc. | 0.10% | New | 7,152 | $233K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | Add +5.3% | 7,143 | $233K |
| Pathway Financial Advisers, LLC | 0.07% | Add +4.0% | 7,118 | $232K |
| Intrua Financial, LLC | 0.03% | No change | 7,116 | $232K |
| Ingalls & Snyder LLC | 0.01% | No change | 7,100 | $232K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -39.8% | 7,117 | $232K |
| Essex Financial Services, Inc. | 0.01% | New | 7,108 | $232K |
| Meyer Handelman Co. | 0.01% | No change | 7,096 | $231K |
| Noesis Capital Mangement Corp. | 0.03% | Add +4.8% | 7,053 | $230K |
| SHUTTLEWORTH & Co | 0.21% | Reduce -3.7% | 7,026 | $229K |
| Econ Financial Services Corp | 0.11% | Reduce -0.1% | 7,010 | $229K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -7.3% | 7,007 | $229K |
| FineMark National Bank & Trust | 0.01% | No change | 6,993 | $228K |
| Apollon Financial, LLC | 0.03% | New | 6,986 | $228K |
| Forza Wealth Management, LLC | 0.08% | Reduce -12.0% | 6,948 | $227K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.02% | No change | 6,936 | $226K |
| Investment Advisory Group, LLC | 0.06% | Reduce -7.6% | 6,934 | $226K |
| Clarity Wealth Advisors, LLC | 0.05% | New | 6,896 | $225K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -0.7% | 6,894 | $225K |
| Aviance Capital Partners, LLC | 0.03% | Add +0.0% | 6,879 | $224K |
| Roundview Capital LLC | 0.01% | Add +3.6% | 6,864 | $224K |
| Susquehanna International Group, LLP | 0.00% | New | 6,861 | $224K |
| Tudor Financial Inc. | 0.11% | No change | 6,827 | $223K |
| Sequent Planning LLC | 0.06% | New | 6,723 | $219K |
| Advisory Resource Group | 0.04% | Add +0.1% | 6,705 | $219K |
| Threadgill Financial, LLC | 0.09% | New | 6,405 | $219K |
| Highland Capital Management, LLC | 0.01% | Reduce -4.0% | 6,700 | $219K |
| Holderness Investments Co. | 0.04% | New | 6,694 | $218K |
| ONE Advisory Partners, LLC | 0.07% | Reduce -23.6% | 6,674 | $218K |
| Cypress Wealth Services, LLC | 0.03% | Reduce -1.8% | 6,666 | $217K |
| Compass Planning Associates Inc | 0.15% | No change | 6,655 | $217K |
| Hillcrest Wealth Advisors - NY, LLC | 0.09% | No change | 6,640 | $217K |
| Plan Group Financial, LLC | 0.06% | Reduce -6.3% | 6,626 | $216K |
| Strive Financial Group ,LLC | 0.11% | — | 6,615 | $216K |
| Define Financial, LLC | 0.12% | Add +0.1% | 6,609 | $216K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -8.1% | 6,508 | $212K |
| First National Advisers, LLC | 0.03% | No change | 6,456 | $211K |
| Howard Capital Management, LLC | 0.00% | New | 6,451 | $210K |
| Palouse Capital Management, Inc. | 0.14% | Reduce -0.6% | 6,450 | $210K |
| Pegasus Asset Management, Inc. | 0.06% | Reduce -9.2% | 6,431 | $210K |
| Saxony Capital Management, LLC | 0.13% | New | 6,427 | $210K |
| Richard P Slaughter Associates Inc | 0.04% | Reduce -11.7% | 6,346 | $207K |
| BlackDiamond Wealth Management, LLC | 0.10% | New | 6,533 | $205K |
| Mma Asset Management LLC | 0.07% | Reduce -50.0% | 6,289 | $205K |
| Crusonia Wealth Advisors LLC | 0.05% | — | 6,285 | $205K |
| ERn Financial, LLC | 0.04% | No change | 6,284 | $205K |
| Sheets Smith Wealth Management | 0.02% | Reduce -1.6% | 6,247 | $204K |
| Riversedge Advisors, LLC | 0.03% | New | 6,236 | $203K |
| Baxter Bros Inc. | 0.02% | Reduce -4.2% | 6,225 | $203K |
| Empirical Asset Management, LLC | 0.06% | Reduce -1.4% | 6,192 | $202K |
| Beacon Financial Strategies CORP | 0.11% | Reduce -3.3% | 6,187 | $202K |
| Centennial Wealth Advisory LLC | 0.05% | New | 6,170 | $201K |
| Merkkuri Wealth Advisors LLC | 0.14% | New | 6,154 | $201K |
| PFG Investments, LLC | 0.01% | New | 6,142 | $200K |
| Heritage Wealth Advisors | 0.01% | Add +0.0% | 6,133 | $200K |
| Quent Capital, LLC | 0.01% | Add +193.1% | 6,119 | $200K |
| Anchor Investment Management, LLC | 0.02% | Reduce -0.3% | 6,078 | $198K |
| Pflug Koory, LLC | 0.09% | Add +4.0% | 5,869 | $191K |
| Tucker Asset Management LLC | 0.06% | Add +115.3% | 5,830 | $190K |
| Clearstead Trust, LLC | 0.03% | No change | 5,756 | $188K |
| United Community Bank | 0.07% | No change | 5,600 | $183K |
| SouthState Bank Corp | 0.01% | Reduce -41.7% | 5,396 | $176K |
| Quadrant Capital Group LLC | 0.01% | No change | 5,381 | $176K |
| HM Payson & Co. | 0.00% | Add +23.5% | 5,294 | $173K |
| Kennebec Savings Bank | 0.15% | Reduce -1.0% | 5,243 | $171K |
| Bell Investment Advisors, Inc | 0.03% | Reduce -22.9% | 5,204 | $170K |
| Washington Trust Advisors, Inc. | 0.01% | Add +0.1% | 4,991 | $163K |
| TD Capital Management LLC | 0.01% | Add +0.1% | 4,916 | $160K |
| First Horizon Corp. | 0.01% | No change | 4,800 | $157K |
| Lodestone Wealth Management LLC | 0.06% | New | 4,786 | $156K |
| YANKCOM Partnership | 0.06% | No change | 4,608 | $150K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -88.0% | 4,592 | $150K |
| Glass Jacobson Investment Advisors llc | 0.05% | Add +79.5% | 4,561 | $149K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 4,560 | $149K |
| Sfam, LLC | 0.13% | — | 4,514 | $147K |
| Citizens National Bank Trust Department | 0.02% | No change | 4,340 | $142K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -2.3% | 4,129 | $135K |
| Cascades Capital Asset Management, LLC | 0.06% | No change | 4,114 | $134K |
| Versant Capital Management, Inc | 0.02% | Add +301.7% | 4,097 | $134K |
| Mb, Levis & Associates, LLC | 0.06% | Add +0.1% | 4,027 | $131K |
| Concord Wealth Partners | 0.02% | No change | 4,006 | $131K |
| Legacy Bridge, LLC | 0.05% | Reduce -8.3% | 4,000 | $130K |
| C M Bidwell & Associates Ltd. | 0.06% | Add +0.1% | 3,912 | $128K |
| Laurel Wealth Advisors LLC | 0.02% | New | 3,904 | $127K |
| Friedenthal Financial | 0.07% | No change | 3,894 | $127K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -3.4% | 3,818 | $125K |
| Pinney & Scofield, Inc. | 0.07% | No change | 3,760 | $123K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | New | 3,668 | $120K |
| Wolff Wiese Magana LLC | 0.06% | Add +0.1% | 3,566 | $116K |
| Tsfg, LLC | 0.02% | Reduce -12.8% | 3,493 | $114K |
| Tidemark, LLC | 0.03% | Add +11.7% | 3,278 | $107K |
| Toth Financial Advisory Corp. | 0.01% | Add +8.4% | 3,268 | $107K |
| Armor Investment Advisors, LLC | 0.04% | No change | 3,260 | $106K |
| Commonwealth Retirement Investments LLC | 0.03% | New | 3,171 | $103K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,128 | $102K |
| Planning Project LLC | 0.03% | — | 3,055 | $100K |
| St Germain D J Co. Inc. | 0.00% | Reduce -8.1% | 3,011 | $98K |
| JNBA Financial Advisors | 0.01% | Add +0.1% | 2,928 | $96K |
| Cornerstone Planning Group LLC | 0.01% | Add +1709.9% | 2,932 | $95K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 2,880 | $94K |
| Wellington Grp LLC | 0.03% | — | 2,807 | $92K |
| Atomic Invest LLC | 0.05% | — | 2,723 | $90K |
| WealthCollab, LLC | 0.04% | Add +162.1% | 2,621 | $85K |
| Evolution Advisers, Inc. | 0.04% | No change | 2,618 | $85K |
| Providence Capital Advisors, LLC | 0.01% | No change | 2,586 | $84K |
| Longview Financial Advisors LLC | 0.05% | No change | 2,509 | $82K |
| Cheviot Value Management, LLC | 0.01% | Add +0.1% | 2,518 | $82K |
| Inlight Wealth Management, LLC | 0.03% | Reduce -16.7% | 2,500 | $82K |
| Blume Capital Management, Inc. | 0.01% | No change | 2,400 | $78K |
| Dunhill Financial, LLC | 0.02% | Add +344.6% | 2,334 | $76K |
| Horizon Financial Services, LLC | 0.03% | Reduce -11.6% | 2,332 | $76K |
| Johnson Financial Group, Inc. | 0.00% | No change | 2,300 | $75K |
| Kozak & Associates, Inc. | 0.01% | Add +0.1% | 2,281 | $75K |
| Highline Wealth Partners LLC | 0.02% | Reduce -1.8% | 2,284 | $75K |
| SHP Wealth Management | 0.01% | — | 2,283 | $74K |
| Rossby Financial, LCC | 0.02% | No change | 2,260 | $74K |
| United Financial Planning Group LLC | 0.04% | Add +2.5% | 2,120 | $69K |
| City Holding Co. | 0.01% | No change | 2,100 | $68K |
| Bangor Savings Bank | 0.01% | No change | 2,040 | $67K |
| Evolution Wealth Management Inc. | 0.05% | Reduce -13.4% | 1,988 | $65K |
| RMG Wealth Management LLC | 0.01% | Reduce -100.0% | 2,367 | $64K |
| Whipplewood Advisors, LLC | 0.04% | Reduce -13.4% | 1,964 | $64K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 1,927 | $63K |
| Abound Wealth Management | 0.01% | Reduce -51.8% | 1,921 | $63K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 1,912 | $62K |
| Copia Wealth Management | 0.04% | No change | 1,910 | $62K |
| MTM Investment Management, LLC | 0.02% | No change | 1,895 | $62K |
| Lloyd Advisory Services, LLC. | 0.02% | Reduce -96.4% | 1,893 | $62K |
| Stone House Investment Management, LLC | 0.01% | New | 1,881 | $61K |
| Caitlin John, LLC | 0.04% | No change | 1,880 | $61K |
| SWAN Capital LLC | 0.02% | New | 1,852 | $60K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 1,847 | $60K |
| Creative Capital Management Investments LLC | 0.02% | No change | 1,825 | $60K |
| Bernard Wealth Management Corp. | 0.02% | Add +0.1% | 1,815 | $59K |
| Roxbury Financial LLC | 0.05% | Reduce -25.5% | 1,800 | $59K |
| McIlrath & Eck, LLC | 0.01% | Add +2.1% | 1,785 | $58K |
| Dorato Capital Management | 0.04% | — | 1,776 | $58K |
| West Paces Advisors Inc. | 0.01% | No change | 1,708 | $56K |
| Trust Co | 0.01% | Add +17.6% | 1,674 | $55K |
| Avalon Trust Co | 0.00% | No change | 1,600 | $52K |
| Roble, Belko & Company, Inc | 0.01% | Add +3.3% | 1,541 | $50K |
| REAP Financial Group, LLC | 0.01% | Add +70.8% | 1,520 | $50K |
| McGuire Capital Advisors Inc. | 0.03% | — | 1,516 | $49K |
| Manning & Napier Advisors LLC | 0.00% | New | 1,500 | $49K |
| Kingdom Financial Group LLC. | 0.02% | New | 1,506 | $49K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 1,450 | $47K |
| Founders Capital Management | 0.02% | Add +0.5% | 1,436 | $47K |
| Avion Wealth | 0.01% | Reduce -53.6% | 1,320 | $43K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1,304 | $43K |
| Trust Co. of Vermont | 0.00% | Reduce -61.9% | 1,280 | $42K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,234 | $40K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,153 | $38K |
| Y.D. More Investments Ltd | 0.00% | No change | 1,122 | $37K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +1922.6% | 1,072 | $35K |
| CGC Financial Services, LLC | 0.01% | No change | 1,059 | $35K |
| Phillips Financial Management, LLC | 0.00% | No change | 1,016 | $33K |
| Key Financial Inc | 0.01% | Reduce -19.0% | 921 | $30K |
| Garton & Associates Financial Advisors LLC | 0.02% | — | 819 | $27K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -83.2% | 818 | $27K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 816 | $27K |
| Raffa Wealth Management, LLC | 0.00% | No change | 815 | $27K |
| Westfuller Advisors, LLC | 0.01% | No change | 802 | $26K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | — | 805 | $26K |
| Crews Bank & Trust | 0.00% | No change | 774 | $25K |
| Howe & Rusling Inc. | 0.00% | Reduce -36.6% | 768 | $25K |
| Atwood & Palmer Inc. | 0.00% | No change | 765 | $25K |
| Activest Wealth Management | 0.00% | New | 748 | $24K |
| Valued Wealth Advisors LLC | 0.01% | Reduce -0.9% | 742 | $24K |
| Sound Income Strategies, LLC | 0.00% | Add +12.8% | 706 | $23K |
| Basso Capital Management, L.P. | 0.01% | No change | 692 | $23K |
| Noble Wealth Management PBC | 0.01% | Add +28.6% | 678 | $22K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 657 | $21K |
| Aberdeen Wealth Management LLC | 0.01% | Add +2.5% | 655 | $21K |
| Anfield Capital Management, LLC | 0.01% | No change | 648 | $21K |
| GGM Financial LLC | 0.01% | No change | 643 | $21K |
| Colonial Trust Advisors | 0.00% | No change | 625 | $20K |
| Investment Research & Advisory Group, Inc. | 0.01% | Reduce -0.2% | 612 | $20K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Add +0.2% | 609 | $20K |
| Clean Yield Group | 0.01% | No change | 608 | $20K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -70.9% | 591 | $19K |
| Alerus Financial NA | 0.00% | No change | 580 | $19K |
| Rothschild Investment LLC | 0.00% | No change | 575 | $19K |
| Motco | 0.00% | No change | 547 | $18K |
| JDM Financial Group LLC | 0.01% | No change | 512 | $17K |
| Brown Brothers Harriman & Co. | 0.00% | New | 501 | $16K |
| Oakworth Capital, Inc. | 0.00% | No change | 483 | $16K |
| Chesapeake Asset Management LLC | 0.01% | No change | 480 | $16K |
| Morse Asset Management, Inc | 0.00% | Reduce -1.0% | 475 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.2% | 465 | $15K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 460 | $15K |
| LRI Investments, LLC | 0.00% | No change | 448 | $15K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 400 | $13K |
| 10Elms LLP | 0.01% | No change | 392 | $13K |
| First Community Trust NA | 0.01% | No change | 385 | $13K |
| Colonial Trust Co / SC | 0.00% | New | 376 | $12K |
| Osbon Capital Management LLC | 0.01% | — | 347 | $11K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -66.4% | 304 | $10K |
| Greykasell Wealth Strategies, Inc. | 0.00% | Add +0.3% | 301 | $10K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 300 | $10K |
| Chilton Capital Management LLC | 0.00% | Reduce -90.4% | 300 | $10K |
| Archer Investment Corp | 0.00% | Reduce -59.4% | 290 | $9K |
| 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 |
| Gen-Wealth Partners Inc | 0.00% | Add +1.2% | 252 | $8K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 248 | $8K |
| Triumph Capital Management | 0.00% | New | 236 | $8K |
| Wilkerson Advisory Group LLC | 0.00% | — | 234 | $8K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 216 | $7K |
| Ransom Advisory, Ltd | 0.00% | New | 201 | $7K |
| Westside Investment Management, Inc. | 0.00% | New | 200 | $7K |
| Beacon Capital Management, Inc. | 0.00% | No change | 184 | $6K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 176 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 176 | $6K |
| Fortitude Family Office, LLC | 0.00% | New | 160 | $5K |
| DB Fitzpatrick & Co, Inc | 0.00% | No change | 141 | $5K |
| Hughes Financial Services, LLC | 0.00% | No change | 133 | $4K |
| Greenline Wealth Management LLC | 0.00% | — | 121 | $4K |
| Spurstone Advisory Services, LLC | 0.06% | No change | 112 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -97.6% | 104 | $3K |
| NFSG Corp | 0.00% | No change | 100 | $3K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 95 | $3K |
| Wealth Watch Advisors, INC | 0.00% | Reduce -97.6% | 82 | $3K |
| Proffitt & Goodson Inc. | 0.00% | New | 80 | $3K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 76 | $2K |
| Go Invest LLC | 0.00% | — | 74 | $2K |
| Robbins Farley | 0.00% | No change | 70 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 68 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -80.9% | 66 | $2K |
| Whittier Trust Co. | 0.00% | Reduce -83.8% | 65 | $2K |
| Horizon Investments, LLC | 0.00% | Reduce -91.5% | 62 | $2K |
| Nova Wealth Management, Inc. | 0.00% | No change | 57 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 55 | $2K |
| Key Capital Management, INC | 0.00% | — | 52 | $2K |
| Addison Advisors LLC | 0.00% | No change | 40 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 36 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 36 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 30 | $979 |
| RHL Group, LLC | 0.00% | — | 28 | $913 |
| Curio Wealth, LLC | 0.00% | No change | 25 | $828 |
| Wagner Wealth Management, LLC | 0.00% | No change | 22 | $722 |
| Eq Wealth Advisors, LLC | 0.00% | New | 20 | $656 |
| Imprint Wealth LLC | 0.00% | Reduce -50.0% | 20 | $652 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 20 | $652 |
| PFS Partners, LLC | 0.00% | No change | 14 | $457 |
| DecisionPoint Financial, LLC | 0.00% | New | 13 | $425 |
| Clayton Financial Group LLC | 0.00% | New | 10 | $341 |
| Camelot Portfolios, LLC | 0.00% | New | 9 | $294 |
| Nemes Rush Group LLC | 0.00% | New | 7 | $228 |
| Eukles Asset Management | 0.00% | No change | 3 | $98 |
| Canopy Partners, LLC | 0.00% | Reduce -99.9% | 2 | $65 |
| Truvestments Capital LLC | 0.00% | Reduce -99.8% | 1 | $33 |
| High Note Wealth, LLC | 0.00% | No change | 1 | $30 |
| 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.