Schwab US Large-Cap GrowthSCHGETF
13F holders, Q1 2026 (March 31)1,628holders −11
89new positions
94sold out
4famous investors
$28.75avg. 13F price*
At the end of Q1 2026, 1,628 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings, down 11 from Q4 2025. 89 opened new positions and 94 sold out. The largest holders were Envestnet Asset Management Inc. ($1.9B), Sei Investments Co. ($1.4B) and Mather Group, Llc. ($1.3B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $104.7M |
| Exits | 94 | $68.1M |
All 13F filers, Q4 2025 → Q1 2026: 81,586,289 shares bought and 28,241,212 shares sold, net +53,345,077 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,628 holders
| Envestnet Asset Management Inc. | 0.50% | Add +0.2% | 64,461,584 | $1.9B |
| Sei Investments Co. | 1.28% | Add +7.6% | 47,564,768 | $1.4B |
| Mather Group, Llc. | 12.65% | Add +4.1% | 43,528,965 | $1.3B |
| Charles Schwab Investment Management Inc. | 0.19% | Add +15.3% | 43,506,074 | $1.3B |
| LPL Financial LLC | 0.29% | Add +9.1% | 37,283,856 | $1.1B |
| Financial Engines Advisors L.L.C. | 2.02% | Add +0.4% | 34,105,277 | $993.5M |
| Mariner, LLC | 0.67% | Reduce -1.6% | 19,764,193 | $575.7M |
| Osaic Holdings, Inc. | 0.78% | Reduce -0.4% | 18,201,902 | $530.1M |
| Cetera Investment Advisers | 0.56% | Add +5.9% | 17,955,640 | $523.0M |
| Vantagepoint Investment Advisers LLC | 4.21% | No change | 17,067,494 | $497.2M |
| Ameriprise Financial Inc. | 0.11% | Reduce -6.7% | 16,425,833 | $478.6M |
| Raymond James Financial Inc. | 0.14% | Add +6.3% | 15,826,527 | $461.0M |
| Avantax Planning Partners, Inc. | 12.02% | Add +0.9% | 15,031,527 | $437.9M |
| Focus Partners Wealth | 0.39% | Add +84.0% | 12,147,955 | $354.0M |
| Fund Evaluation Group, LLC | 9.56% | Add +13.1% | 10,683,794 | $311.1M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Reduce -4.0% | 10,146,702 | $295.6M |
| Bank of America Corp. | 0.02% | Add +17.1% | 10,007,876 | $291.5M |
| Morgan Stanley | 0.02% | Add +5.5% | 9,301,658 | $271.0M |
| MML Investors Services, LLC | 0.73% | Reduce -22.7% | 9,069,139 | $264.2M |
| HighTower Advisors, LLC | 0.27% | Add +3.0% | 8,624,426 | $251.2M |
| Wells Fargo & Company | 0.05% | Add +27.0% | 8,618,176 | $251.0M |
| JPMorgan Chase & Co. | 0.02% | Reduce -6.4% | 7,905,656 | $222.1M |
| OneDigital Investment Advisors LLC | 2.13% | Add +4.4% | 7,482,295 | $218.0M |
| McAdam, LLC | 9.73% | Add +2.1% | 7,413,124 | $215.9M |
| Cwm, LLC | 0.55% | Reduce -3.4% | 7,205,154 | $209.9M |
| Beacon Pointe Advisors, LLC | 1.04% | Add +84.1% | 6,701,110 | $195.2M |
| Moneta Group Investment Advisors LLC | 1.41% | Add +12.3% | 6,434,196 | $187.4M |
| RMG Wealth Management LLC | 21.33% | Add +228621.0% | 5,413,826 | $184.8M |
| Thrive Wealth Management, LLC | 23.10% | Add +8.0% | 5,317,891 | $154.9M |
| Focus Financial Network, Inc. | 4.94% | Reduce -0.6% | 4,731,526 | $137.8M |
| Clark Capital Management Group, Inc. | 0.83% | Add +1.2% | 4,616,512 | $134.5M |
| Marquette Asset Management, LLC | 18.64% | Add +0.5% | 4,266,763 | $124.3M |
| Krilogy Financial LLC | 3.87% | Add +7.8% | 3,734,904 | $120.0M |
| Golden Reserve Retirement LLC | 24.41% | Reduce -1.1% | 4,061,494 | $118.3M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -4.2% | 3,697,872 | $107.7M |
| HHM Wealth Advisors, LLC | 12.08% | Add +3.2% | 3,594,993 | $104.7M |
| Waverly Advisors, LLC | 0.77% | Add +39.3% | 3,515,835 | $102.4M |
| Park Avenue Securities LLC | 0.78% | Reduce -6.4% | 3,413,376 | $99.4M |
| Creative Planning | 0.07% | Reduce -22.0% | 3,287,294 | $95.8M |
| UBS Group AG | 0.02% | Add +17.5% | 3,274,722 | $95.4M |
| Cerity Partners LLC | 0.13% | Add +4.3% | 3,195,653 | $93.6M |
| Truist Financial Corp. | 0.13% | Reduce -1.8% | 3,177,852 | $92.6M |
| Rainey & Randall Wealth Advisors Inc. | 14.75% | Add +0.7% | 3,117,623 | $90.8M |
| Lido Advisors, LLC | 0.36% | Reduce -1.9% | 3,114,183 | $90.7M |
| Gemmer Asset Management LLC | 7.07% | Add +13.7% | 3,072,993 | $89.5M |
| Thrivent Financial for Lutherans | 0.17% | Reduce -2.4% | 3,035,398 | $88.4M |
| Assetmark, Inc. | 0.17% | Add +0.3% | 2,908,879 | $84.7M |
| United Capital Financial Advisors, LLC | 0.52% | Add +2.1% | 2,907,132 | $84.7M |
| Legacy Financial Strategies, LLC | 15.24% | Add +1.6% | 2,899,431 | $84.5M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Reduce -10.4% | 2,896,945 | $84.4M |
| Savvy Advisors, Inc. | 2.24% | Add +20.8% | 2,863,182 | $83.4M |
| Royal Bank of Canada | 0.02% | Add +0.6% | 2,848,539 | $83.0M |
| BlueStem Wealth Partners, LLC | 8.94% | Reduce -2.2% | 2,760,523 | $80.4M |
| Berger Financial Group, Inc | 4.24% | Add +13.2% | 2,597,718 | $75.7M |
| Kestra Advisory Services, LLC | 0.26% | Add +12.4% | 2,375,619 | $69.2M |
| Angeles Wealth Management, LLC | 3.74% | Add +1.0% | 2,359,736 | $68.7M |
| HRC Wealth Management, LLC | 30.96% | Add +0.1% | 2,249,354 | $65.5M |
| Prime Capital Investment Advisors, LLC | 0.74% | Add +41.8% | 2,184,354 | $63.6M |
| Brio Consultants, LLC | 7.59% | Reduce -12.4% | 1,869,804 | $62.1M |
| Koshinski Asset Management, Inc. | 3.87% | Add +1.1% | 2,129,978 | $62.0M |
| MAI Capital Management | 0.35% | Reduce -6.1% | 2,105,558 | $61.3M |
| Stifel Financial Corp. | 0.06% | Reduce -3.4% | 2,101,630 | $61.2M |
| Compound Planning, Inc. | 1.82% | Reduce -3.5% | 2,024,864 | $59.0M |
| Nadler Financial Group, Inc. | 5.51% | Add +1.9% | 1,963,406 | $57.2M |
| BIP Wealth, LLC | 2.31% | Add +9.4% | 1,946,533 | $56.7M |
| Charles Schwab Trust Co | 3.64% | Add +9.8% | 1,924,903 | $56.1M |
| Kelman-Lazarov, Inc. | 7.81% | Add +2.0% | 1,870,926 | $54.5M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -40.5% | 1,849,267 | $54.4M |
| Belpointe Asset Management LLC | 1.98% | Add +0.8% | 1,864,285 | $54.3M |
| Bleakley Financial Group, LLC | 0.84% | Add +4.0% | 1,847,663 | $53.8M |
| Merit Financial Group, LLC | 0.39% | Add +4.1% | 1,802,481 | $52.5M |
| World Investment Advisors | 0.85% | Add +79.3% | 1,798,863 | $52.4M |
| Midwest Trust Co | 0.65% | Add +1.8% | 1,796,078 | $52.3M |
| Exchange Traded Concepts, LLC | 0.40% | Add +0.4% | 1,771,579 | $51.6M |
| Northern Capital Management, Inc. | 25.72% | Add +1.0% | 1,761,124 | $51.3M |
| HB Wealth Management, LLC | 0.33% | Reduce -5.3% | 1,737,859 | $50.6M |
| Main Street Financial Solutions, LLC | 3.69% | Add +4.5% | 1,735,481 | $50.6M |
| Envestnet Portfolio Solutions, Inc. | 0.28% | Reduce -11.4% | 1,728,880 | $50.4M |
| Schneider Downs Wealth Management Advisors, LP | 5.27% | Add +1.9% | 1,640,662 | $47.8M |
| Burkett Financial Services, LLC | 16.30% | Add +2.1% | 1,632,528 | $47.6M |
| TSG Advice Partners, LLC | 7.12% | New | 1,631,361 | $47.5M |
| XML Financial, LLC | 3.83% | Add +8.6% | 1,631,157 | $47.5M |
| Integrated Wealth Concepts LLC | 0.38% | Add +34.3% | 1,628,054 | $47.4M |
| Cornerstone Wealth Advisors, Inc. | 10.91% | Reduce -0.1% | 1,626,488 | $47.4M |
| Affinity Wealth LLC | 28.90% | Add +19.1% | 1,554,347 | $45.3M |
| Lowe Brockenbrough & Co. Inc. | 2.25% | Add +227.6% | 1,546,872 | $45.1M |
| Southern Michigan Bank & Trust | 17.24% | — | 1,542,593 | $44.9M |
| Triton Wealth Management, PLLC | 16.52% | Add +0.8% | 1,506,784 | $44.5M |
| Summit Wealth & Retirement Planning, Inc. | 10.55% | Reduce -0.7% | 1,517,439 | $44.2M |
| Two Sigma Investments, LP | 0.04% | Add +268.3% | 1,503,123 | $43.8M |
| Principal Securities, Inc. | 0.63% | Add +8.5% | 1,474,680 | $43.0M |
| Tradition Wealth Management, LLC | 3.04% | Reduce -5.8% | 1,465,074 | $42.7M |
| GHP Investment Advisors, Inc. | 1.75% | Add +0.5% | 1,462,216 | $42.6M |
| Summit Asset Management, LLC | 5.85% | Add +3.2% | 1,443,974 | $42.1M |
| Focus Partners Advisor Solutions, LLC | 0.42% | Reduce -7.3% | 1,443,922 | $42.1M |
| Captrust Financial Advisors | 0.07% | Reduce -3.9% | 1,412,254 | $41.1M |
| Ausdal Financial Partners, Inc. | 1.83% | Add +1.3% | 1,404,940 | $40.9M |
| Goepper Burkhardt LLC | 13.63% | Add +1.8% | 1,400,063 | $40.8M |
| Advance Capital Management, Inc. | 1.53% | Add +16.0% | 1,386,232 | $40.4M |
| Visionary Wealth Advisors | 1.76% | Add +2.6% | 1,366,994 | $39.8M |
| Jones Financial Companies LLLP | 0.02% | Add +28.1% | 1,399,455 | $39.5M |
| Veery Capital, LLC | 12.07% | Add +2.5% | 1,350,873 | $39.4M |
| Facet Wealth, Inc. | 0.67% | Add +26.1% | 1,336,716 | $38.9M |
| Rollins Financial Advisors, LLC | 6.13% | Reduce -6.0% | 1,331,148 | $38.8M |
| Financial Advisors Network, Inc. | 5.31% | Add +1.7% | 1,320,038 | $38.5M |
| Mercer Global Advisors Inc. | 0.06% | Add +16.2% | 1,319,737 | $38.4M |
| Midwest Capital Advisors, LLC | 17.58% | Add +63.6% | 1,291,337 | $37.6M |
| Provident Wealth Management, LLC | 11.32% | Add +0.2% | 1,284,540 | $37.4M |
| Dravo Bay LLC | 15.09% | Add +5.1% | 1,275,433 | $37.2M |
| Serenity Investment Advisors | 17.23% | Add +11.6% | 1,070,844 | $36.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.54% | Reduce -19.4% | 1,261,695 | $36.8M |
| Black Diamond Financial, LLC | 4.01% | Add +7.6% | 1,260,173 | $36.7M |
| Financial Synergies Wealth Advisors, Inc. | 3.45% | Add +2.1% | 1,240,245 | $36.1M |
| Choreo, LLC | 0.44% | Add +157.2% | 1,237,941 | $36.1M |
| SK Wealth Management, LLC | 9.68% | Reduce -2.5% | 1,180,825 | $34.9M |
| Curtis Advisory Group, LLC | 7.50% | Add +0.6% | 1,194,047 | $34.8M |
| Mokosak Advisory Group, LLC | 8.68% | Add +1.1% | 1,190,628 | $34.7M |
| Novem Group | 3.88% | Add +2.5% | 1,159,380 | $33.8M |
| FLC Capital Advisors | 6.06% | Add +4.6% | 1,146,145 | $33.4M |
| Johnson Investment Counsel Inc. | 0.26% | Reduce -3.1% | 1,110,191 | $32.3M |
| Valley National Advisers Inc. | 4.00% | Add +6.5% | 1,062,326 | $30.9M |
| Richardson Capital Management LLC | 14.69% | Add +2.5% | 1,044,762 | $30.4M |
| Fortis Capital Advisors, LLC | 3.98% | Add +0.9% | 1,042,576 | $30.4M |
| CRA Financial Services, LLC | 3.92% | Add +2.5% | 1,036,437 | $30.2M |
| Milestone Investment Advisors LLC | 7.19% | Add +0.8% | 1,022,063 | $29.8M |
| Allworth Financial LP | 0.12% | Add +4.0% | 1,010,597 | $29.4M |
| Sequoia Financial Advisors, LLC | 0.16% | Reduce -6.3% | 1,007,873 | $29.4M |
| Invst, LLC | 3.28% | Reduce -3.5% | 996,818 | $29.0M |
| Seneca Financial Advisors LLC | 8.42% | Add +17.5% | 986,830 | $28.7M |
| Advisors Capital Management, LLC | 0.34% | Add +42.1% | 976,312 | $28.4M |
| Concurrent Investment Advisors, LLC | 0.31% | Reduce -1.5% | 974,922 | $28.4M |
| Visionary Horizons, LLC | 13.95% | Reduce -7.5% | 972,092 | $28.3M |
| Ballast Advisors LLC | 8.20% | Add +10.6% | 967,635 | $28.2M |
| IFP Advisors, Inc | 0.57% | Add +1.6% | 951,494 | $27.7M |
| Certuity, LLC | 1.82% | Add +28.3% | 950,742 | $27.7M |
| AQR Capital Management | 0.01% | Add +50.5% | 950,518 | $27.7M |
| Sigma Planning Corp | 0.76% | Reduce -3.5% | 943,430 | $27.5M |
| Summit Financial, LLC | 0.35% | Add +18.3% | 938,366 | $27.3M |
| Unique Wealth, LLC | 3.76% | Reduce -2.4% | 933,002 | $27.2M |
| Modera Wealth Management, LLC | 0.33% | Reduce -3.4% | 932,102 | $27.2M |
| Ignite Planners, LLC | 4.18% | Reduce -1.8% | 930,933 | $27.1M |
| Ally Invest Advisors Inc. | 1.80% | Add +3.0% | 917,392 | $26.7M |
| Mgo One Seven LLC | 0.54% | Add +0.3% | 916,903 | $26.7M |
| Citigroup Inc. | 0.02% | Add +8.7% | 913,765 | $26.6M |
| Private Advisor Group, LLC | 0.12% | Reduce -11.5% | 913,463 | $26.6M |
| TD Private Client Wealth LLC | 0.55% | Add +7.7% | 910,065 | $26.5M |
| Capital Planning LLC | 8.59% | Add +14.9% | 906,338 | $26.4M |
| Garde Capital, Inc. | 1.57% | Reduce -1.8% | 901,340 | $26.3M |
| Meridian Wealth Management, LLC | 0.91% | Add +2.6% | 876,273 | $25.5M |
| Denver PWM, LLC | 8.70% | Reduce -31.3% | 741,376 | $25.3M |
| MOR Wealth Management, LLC | 11.57% | Add +0.2% | 865,998 | $25.2M |
| Ethos Financial Group, LLC | 1.85% | Reduce -1.0% | 865,812 | $25.2M |
| Weaver Capital Management LLC | 5.41% | Reduce -1.2% | 855,529 | $24.9M |
| Perigon Wealth Management, LLC | 0.45% | Reduce -0.1% | 850,062 | $24.8M |
| Donaldson Capital Management, LLC | 0.80% | Add +22.1% | 848,721 | $24.7M |
| Keeler & Nadler Financial Planning & Wealth Management | 8.36% | Add +1.8% | 845,477 | $24.6M |
| Kingswood Wealth Advisors, LLC | 1.16% | Reduce -17.5% | 835,595 | $24.3M |
| KRM Wealth Management L.L.C. | 12.62% | Add +5.0% | 831,332 | $24.2M |
| Steffes Financial, Ltd. | 12.56% | Add +10.1% | 817,361 | $23.8M |
| Equitable Holdings, Inc. | 0.15% | Add +13.7% | 726,796 | $23.7M |
| Persium Advisors, LLC | 18.60% | Add +3.1% | 811,239 | $23.6M |
| Farther Finance Advisors, LLC | 0.21% | Add +13.4% | 758,106 | $22.3M |
| SkyOak Wealth, LLC | 4.06% | Add +4.3% | 760,537 | $22.2M |
| Stratos Wealth Advisors, LLC | 1.36% | Add +3.9% | 758,117 | $22.1M |
| Northeast Financial Group, Inc. | 5.83% | Add +2.4% | 752,372 | $21.9M |
| WBH Advisory Inc. | 1.63% | Reduce -10.6% | 742,117 | $21.8M |
| Spreng Capital Management, Inc. | 10.27% | Reduce -26.1% | 747,527 | $21.8M |
| Independent Advisor Alliance | 0.23% | Add +312.6% | 747,257 | $21.8M |
| Sunbelt Securities, Inc. | 1.37% | Add +2.4% | 744,512 | $21.7M |
| Dagco, Inc. | 4.64% | Add +4.1% | 734,740 | $21.4M |
| Lowery Thomas, LLC | 12.20% | Add +3.1% | 732,765 | $21.3M |
| Seek First Inc. | 15.03% | Add +4.0% | 732,093 | $21.3M |
| Harbor Group, Inc. | 3.08% | Reduce -0.8% | 731,089 | $21.3M |
| Mutual Advisors, LLC | 0.45% | Add +0.9% | 721,158 | $21.0M |
| Oasis Advisors, LLC | 4.11% | Add +3337.1% | 15,144,064 | $20.9M |
| Sanctuary Advisors, LLC | 0.11% | Reduce -12.3% | 713,011 | $20.8M |
| Howard Financial Services, LTD. | 2.34% | Add +9.9% | 712,988 | $20.8M |
| EP Wealth Advisors, LLC | 0.10% | Reduce -0.8% | 708,222 | $20.6M |
| Harbour Investments, Inc. | 0.32% | Add +37.5% | 703,835 | $20.5M |
| Savant Capital, LLC | 0.10% | Reduce -0.9% | 692,148 | $20.2M |
| Souders Financial Advisors | 2.28% | Add +2.0% | 686,618 | $20.0M |
| Brady Martz Wealth Solutions, LLC | 3.40% | Reduce -15.1% | 685,032 | $20.0M |
| Paces Ferry Wealth Advisors, LLC | 8.31% | Add +6.7% | 684,526 | $19.9M |
| Compass Advisory Group LLC | 5.31% | Add +293.5% | 681,075 | $19.8M |
| Allegheny Financial Group | 2.62% | Add +3.0% | 668,061 | $19.5M |
| CDKV Holdings LLC | 17.06% | Reduce -5.3% | 667,041 | $19.4M |
| Invenio Wealth Partners LLC | 7.66% | Reduce -3.8% | 662,204 | $19.3M |
| Schwallier Wealth Management LLC | 14.05% | Add +8.6% | 660,428 | $19.2M |
| Fiduciary Alliance LLC | 1.16% | Reduce -11.0% | 598,648 | $19.2M |
| Verdence Capital Advisors LLC | 1.12% | Reduce -1.1% | 656,440 | $19.1M |
| Paradigm, Strategies in Wealth Management, LLC | 12.93% | Reduce -4.5% | 654,383 | $19.1M |
| B & T Capital Management DBA Alpha Capital Management | 2.74% | Reduce -1.9% | 648,232 | $18.9M |
| Ackerman Capital Advisors, LLC | 3.85% | Add +4.3% | 644,237 | $18.8M |
| Jane Street Group, LLC | 0.02% | Add +702.8% | 643,461 | $18.7M |
| Pacific Wealth Strategies Group, Inc. | 11.72% | Add +45.5% | 642,994 | $18.7M |
| FRG Family Wealth Advisors LLC | 3.06% | Reduce -7.3% | 641,988 | $18.7M |
| Meriwether Wealth & Planning, LLC | 10.24% | Reduce -11.1% | 641,955 | $18.7M |
| NewEdge Advisors, LLC | 0.07% | Reduce -4.6% | 641,883 | $18.7M |
| Composition Wealth, LLC | 0.26% | Add +330.3% | 641,756 | $18.7M |
| RKL Wealth Management LLC | 1.67% | Reduce -4.5% | 636,897 | $18.6M |
| FSM Wealth Advisors, LLC | 2.37% | Add +33.6% | 632,887 | $18.4M |
| Friday Financial | 6.32% | Add +0.7% | 629,990 | $18.4M |
| LCNB Corp. | 6.14% | Add +0.4% | 627,528 | $18.3M |
| Kaizen Financial Strategies | 7.55% | Add +2.0% | 554,386 | $17.8M |
| Nvest Wealth Strategies, Inc. | 12.49% | Add +3.7% | 609,120 | $17.7M |
| Global Strategic Investment Solutions, LLC | 1.74% | Reduce -2.2% | 608,656 | $17.7M |
| Bogart Wealth, LLC | 0.68% | Add +7.7% | 602,548 | $17.6M |
| USAdvisors Wealth Management, LLC | 5.83% | Add +5.8% | 624,511 | $17.5M |
| Cary Street Partners Financial LLC | 0.43% | Reduce -4.6% | 597,767 | $17.4M |
| James J. Burns & Company, LLC | 2.36% | Reduce -0.3% | 597,523 | $17.4M |
| FMR LLC | 0.00% | Add +14.7% | 594,175 | $17.3M |
| Code Waechter LLC | 10.26% | Add +7.7% | 592,508 | $17.3M |
| Oppenheimer & Co. Inc. | 0.21% | Add +18.3% | 590,247 | $17.2M |
| Pps&v Asset Management Consultants, Inc. | 10.50% | Reduce -0.7% | 590,204 | $17.2M |
| Leo Wealth, LLC | 1.25% | Add +2.9% | 590,246 | $17.2M |
| Compass Financial Group, INC | 2.37% | Add +79.3% | 581,951 | $17.0M |
| Clark Wealth Partners | 11.36% | Reduce -5.3% | 580,399 | $16.9M |
| Whitaker-Myers Wealth Managers, LTD. | 3.32% | Add +7.9% | 572,404 | $16.7M |
| Foundations Investment Advisors, LLC | 0.21% | Add +17.7% | 568,439 | $16.6M |
| Payne Capital Management, LLC | 4.96% | Add +3.3% | 562,323 | $16.4M |
| Weinberger Asset Management, Inc | 6.04% | Reduce -3.7% | 553,451 | $16.1M |
| Advisory Services Network, LLC | 0.21% | Add +6.7% | 553,365 | $16.1M |
| US Bancorp \de | 0.02% | Reduce -2.2% | 552,769 | $16.1M |
| Atria Investments, Inc | 0.18% | Reduce -7.4% | 549,367 | $16.0M |
| SeaCrest Wealth Management, LLC | 1.67% | Reduce -1.3% | 537,292 | $15.7M |
| Capital Wealth Management, LLC | 4.20% | Add +394.2% | 532,783 | $15.5M |
| Alpha Zero LLC | 7.80% | Add +7.3% | 528,923 | $15.4M |
| Strategic Family Wealth Counselors, L.L.C. | 4.03% | Reduce -0.9% | 527,127 | $15.4M |
| Redhawk Wealth Advisors, Inc. | 1.69% | Add +10.2% | 526,013 | $15.3M |
| Smithbridge Asset Management Inc. | 2.27% | Reduce -44.4% | 525,036 | $15.3M |
| Skyline Advisors, Inc. | 5.33% | Reduce -8.5% | 524,137 | $15.3M |
| Quantinno Capital Management LP | 0.03% | Add +37.2% | 520,220 | $15.2M |
| Team Financial Group, LLC | 6.83% | Add +7.1% | 516,821 | $15.1M |
| Curbstone Financial Management Corp | 2.86% | Add +1.2% | 512,255 | $14.9M |
| WealthShield Partners, LLC | 1.66% | Reduce -1.1% | 512,233 | $14.9M |
| Systelligence, LLC | 2.89% | New | 509,891 | $14.9M |
| Keystone Global Partners, LLC | 6.64% | Reduce -27.1% | 509,770 | $14.8M |
| Aspen Wealth Strategies, LLC | 7.88% | Add +3.2% | 503,670 | $14.7M |
| Sage Financial Group Inc. | 0.95% | Reduce -3.0% | 502,007 | $14.6M |
| IFS Advisors, LLC | 7.51% | Add +4.1% | 500,081 | $14.6M |
| Wealthcare Advisory Partners LLC | 0.28% | Add +1.2% | 497,883 | $14.5M |
| One Capital Management, LLC | 0.39% | Add +16.1% | 486,711 | $14.2M |
| MinichMacGregor Wealth Management, LLC | 2.49% | Add +3.7% | 484,244 | $14.1M |
| Clay Northam Wealth Management, LLC | 7.92% | Add +0.5% | 483,898 | $14.1M |
| ProVise Management Group, LLC | 1.00% | Reduce -2.6% | 478,182 | $13.9M |
| Avior Wealth Management, LLC | 0.39% | Add +188.5% | 477,240 | $13.9M |
| Three Magnolias Financial Advisors, LLC | 8.78% | Add +1.4% | 473,498 | $13.8M |
| Integrity Alliance, Llc. | 0.52% | Reduce -0.1% | 473,062 | $13.8M |
| D.A. Davidson & Co. | 0.08% | Add +5.1% | 466,201 | $13.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.77% | Add +90.5% | 465,888 | $13.6M |
| Next Level Wealth Planning, LLC | 6.92% | Add +2.4% | 462,475 | $13.5M |
| Dahring | Cusmano LLC | 8.26% | Reduce -13.7% | 461,478 | $13.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +25.9% | 460,404 | $13.4M |
| YHB Investment Advisors, Inc. | 0.96% | Reduce -9.5% | 459,831 | $13.4M |
| Gill Capital Partners, LLC | 3.84% | Reduce -0.1% | 458,707 | $13.4M |
| Martel Wealth Advisors LLC | 2.26% | Reduce -1.8% | 455,431 | $13.3M |
| Almanack Investment Partners, LLC. | 2.21% | Add +25.1% | 450,414 | $13.1M |
| Kingsview Wealth Management, LLC | 0.18% | Reduce -4.8% | 446,935 | $13.0M |
| Independent Financial Group, LLC | 0.29% | Add +6.5% | 446,342 | $13.0M |
| Prosperitas Financial LLC | 4.78% | Add +1.7% | 440,302 | $12.8M |
| Elite Financial, Inc. | 5.74% | Reduce -1.0% | 439,270 | $12.8M |
| Christensen, King & Associates Investment Services, Inc. | 5.43% | Reduce -0.3% | 434,601 | $12.7M |
| Juno Financial Group LLC | 4.96% | Add +5.9% | 434,333 | $12.7M |
| CVA Family Office, LLC | 1.33% | Add +7.6% | 433,488 | $12.6M |
| Chicago Partners Investment Group LLC | 0.28% | Add +6.8% | 383,506 | $12.6M |
| Schaeffer Financial LLC | 10.60% | Add +1.1% | 432,129 | $12.6M |
| Stratos Wealth Partners, LTD. | 0.14% | Add +5.9% | 430,503 | $12.5M |
| Asset Allocation Strategies LLC | 2.20% | Add +4.0% | 425,210 | $12.4M |
| Berkshire Asset Management LLC | 0.53% | Add +2.7% | 424,873 | $12.4M |
| Summitpoint Capital Management | 15.63% | — | 377,469 | $12.3M |
| Revolve Wealth Partners, LLC | 1.60% | Reduce -6.5% | 422,617 | $12.3M |
| Opes Wealth Management LLC | 2.09% | Add +4.0% | 419,663 | $12.2M |
| Accel Wealth Management | 3.12% | Add +0.9% | 411,190 | $12.0M |
| Leeward Financial Partners, LLC | 3.49% | Add +0.1% | 402,761 | $11.7M |
| Per Stirling Capital Management, LLC. | 1.29% | Add +2.6% | 401,672 | $11.7M |
| Vista Cima Wealth Management LLC | 11.47% | Reduce -16.1% | 398,745 | $11.6M |
| GPM Growth Investors, Inc. | 4.85% | Add +1.4% | 395,795 | $11.5M |
| AE Wealth Management LLC | 0.06% | Add +12.2% | 394,425 | $11.5M |
| Simplicity Wealth,LLC | 0.65% | Add +14.3% | 391,625 | $11.4M |
| Storen Legacy Partners, LLC | 3.57% | Reduce -58.3% | 390,790 | $11.4M |
| PFG Advisors | 0.55% | Reduce -1.5% | 385,467 | $11.2M |
| Peak Wealth Management LLC | 9.15% | Reduce -5.5% | 382,955 | $11.2M |
| Powers Advisory Group, LLC | 3.93% | Add +5.5% | 382,365 | $11.1M |
| Betterment LLC | 0.02% | Add +56.7% | 379,938 | $11.1M |
| Heritage Wealth Management, Inc. | 6.17% | Add +7.1% | 379,371 | $11.1M |
| TriaGen Wealth Management LLC | 3.01% | Reduce -0.7% | 377,754 | $11.0M |
| Mainsail Financial Group, LLC | 4.58% | Add +7.1% | 377,466 | $11.0M |
| Ami Investment Management Inc. | 2.46% | Add +32.9% | 375,933 | $11.0M |
| Ring Mountain Capital, LLC | 5.97% | Reduce -0.1% | 374,622 | $10.9M |
| Archford Capital Strategies, LLC | 1.24% | Reduce -17.5% | 372,605 | $10.9M |
| Certior Financial Group, LLC | 6.89% | Add +7.2% | 371,318 | $10.8M |
| FinDec Wealth Services, Inc. | 13.15% | Reduce -4.4% | 369,294 | $10.8M |
| Retirement Planning Group, LLC | 0.33% | Add +70.5% | 367,237 | $10.7M |
| HBW Advisory Services LLC | 1.12% | Add +16.0% | 365,315 | $10.6M |
| Portus Wealth Advisors, LLC | 10.02% | Reduce -8.0% | 365,214 | $10.6M |
| Coldstream Capital Management Inc. | 0.13% | Add +11.2% | 364,977 | $10.6M |
| Clear Point Advisors Inc. | 8.23% | Reduce -0.2% | 364,565 | $10.6M |
| Womack Financial LLC | 7.79% | Add +1.0% | 363,559 | $10.6M |
| Calton & Associates, Inc. | 1.51% | Reduce -4.0% | 361,287 | $10.5M |
| Everhart Financial Group, Inc. | 0.89% | Reduce -2.3% | 358,136 | $10.4M |
| Regimen Wealth, LLC | 3.04% | Reduce -11.3% | 356,924 | $10.4M |
| FAS Wealth Partners, Inc. | 0.65% | Reduce -4.9% | 355,423 | $10.4M |
| Threadgill Financial, LLC | 2.99% | Add +5418.0% | 353,427 | $10.3M |
| Certified Advisory Corp | 0.92% | Add +6.0% | 351,700 | $10.2M |
| LVW Advisors, LLC | 0.99% | Reduce -51.3% | 347,439 | $10.1M |
| Maridea Wealth Management LLC | 1.48% | Add +3.0% | 347,320 | $10.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4.68% | Add +4318.2% | 346,743 | $10.1M |
| Leo H. Evart, Inc. | 8.61% | — | 345,616 | $10.1M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -59.6% | 344,389 | $10.0M |
| Fairway Financial, LLC | 7.59% | Add +0.4% | 342,888 | $10.0M |
| Bravera Wealth | 4.49% | Add +16.4% | 342,470 | $10.0M |
| Councilor Wealth, LLC | 4.82% | Reduce -5.6% | 341,072 | $9.9M |
| L2 Asset Management, LLC | 0.93% | Reduce -1.2% | 334,666 | $9.7M |
| Arbor Trust Wealth Advisors, LLC | 4.26% | Reduce -0.5% | 332,885 | $9.7M |
| Everest Financial Group LLC | 1.59% | Add +33.1% | 332,460 | $9.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -30.7% | 330,041 | $9.6M |
| DHJJ Financial Advisors, Ltd. | 3.17% | Reduce -1.1% | 328,264 | $9.6M |
| Ieq Capital, LLC | 0.04% | Add +0.1% | 324,210 | $9.4M |
| Apollon Wealth Management, LLC | 0.15% | Reduce -4.0% | 322,841 | $9.4M |
| Arista Wealth Management, LLC | 1.14% | Add +536.8% | 321,529 | $9.4M |
| Truepoint, Inc. | 0.21% | Add +39.0% | 321,112 | $9.4M |
| N.E.W. Advisory Services LLC | 0.70% | Reduce -49.5% | 320,920 | $9.3M |
| MBA Advisors LLC | 3.58% | Reduce -1.4% | 320,196 | $9.3M |
| FIDELIS iM, LLC | 3.53% | Add +25.0% | 320,056 | $9.3M |
| Apex Wealth Management, LLC | 6.38% | Add +76.5% | 319,126 | $9.3M |
| Valeo Financial Advisors, LLC | 0.22% | Add +1.3% | 332,688 | $9.3M |
| MSH Capital Advisors LLC | 1.96% | Add +0.7% | 317,714 | $9.3M |
| Amara Financial, Llc. | 6.34% | Add +30.9% | 315,916 | $9.2M |
| Entelevest, LLC | 9.45% | Add +22.2% | 315,298 | $9.2M |
| BLB&B Advisors, LLC | 0.38% | Reduce -0.8% | 315,015 | $9.2M |
| Capital Squared Financial LLC | 7.00% | Reduce -0.1% | 314,496 | $9.2M |
| Broadleaf Partners, LLC | 2.13% | Reduce -23.4% | 314,143 | $9.2M |
| Polianta Ltd | 1.21% | New | 313,300 | $9.1M |
| First National Bank Sioux Falls | 2.50% | Add +4.4% | 283,851 | $9.1M |
| DAVENPORT & Co LLC | 0.05% | Reduce -0.7% | 312,438 | $9.1M |
| Blom & Howell Financial Planning, Inc. | 8.94% | Add +19.9% | 312,404 | $9.1M |
| &partners | 0.04% | Add +3.8% | 308,490 | $9.0M |
| Corient Private Wealth LP | 0.01% | Add +4.6% | 308,406 | $9.0M |
| Sage Financial Management Group, Inc. | 2.74% | Reduce -0.5% | 306,537 | $8.9M |
| Smartleaf Asset Management LLC | 0.32% | Add +5.5% | 317,627 | $8.9M |
| Cpwa, LLC | 10.66% | — | 261,433 | $8.9M |
| Benjamin Edwards Inc. | 0.09% | Add +5.0% | 305,265 | $8.9M |
| Royal Fund Management, LLC | 0.85% | Reduce -2.6% | 303,169 | $8.8M |
| Warner Financial, Inc. | 3.01% | Add +0.6% | 301,188 | $8.8M |
| Wilkins Miller Wealth Management, LLC | 5.28% | Add +1.1% | 299,870 | $8.7M |
| Kickstand Ventures, Llc. | 1.80% | Add +4.6% | 292,837 | $8.5M |
| Cahill Financial Advisors Inc. | 0.92% | Reduce -3.2% | 290,262 | $8.5M |
| Peachtree Investment Partners, LLC | 3.21% | Reduce -38.3% | 288,889 | $8.4M |
| B&D White Capital Company, LLC | 1.04% | Reduce -67.8% | 288,801 | $8.4M |
| Affinity Capital Advisors, LLC | 1.18% | Reduce -0.4% | 288,764 | $8.4M |
| Independent Solutions Wealth Management, LLC | 1.23% | Reduce -2.5% | 287,283 | $8.4M |
| HC Advisors, LLC | 5.60% | Add +13.1% | 287,141 | $8.4M |
| Cresset Asset Management, LLC | 0.04% | Add +0.6% | 283,575 | $8.3M |
| New Hampshire Trust | 1.66% | Add +22.8% | 282,311 | $8.2M |
| Noble Family Wealth, LLC | 1.70% | Reduce -3.5% | 282,089 | $8.2M |
| Acorn Wealth Advisors, LLC | 2.39% | Add +7.2% | 281,497 | $8.2M |
| Stewardship Concepts Financial Services LLC | 6.38% | Add +3.5% | 279,546 | $8.1M |
| Prota Financial, LLC | 5.87% | Reduce -11.9% | 277,933 | $8.1M |
| Keyvantage Wealth, LLC | 3.57% | Reduce -5.9% | 277,774 | $8.1M |
| Courage Miller Partners, LLC | 2.27% | Add +0.6% | 275,524 | $8.0M |
| One Charles Private Wealth Services, LLC | 2.01% | Add +0.1% | 275,202 | $8.0M |
| CoreCap Advisors, LLC | 0.27% | Add +0.6% | 271,067 | $7.9M |
| U.S. Capital Wealth Advisors, LLC | 0.20% | Add +23.8% | 271,021 | $7.9M |
| Tenzing Financial LLC | 5.84% | Add +0.9% | 251,240 | $7.8M |
| Exencial Wealth Advisors, LLC | 0.24% | Add +5.0% | 266,212 | $7.8M |
| Beacon Bridge Wealth Partners, LLC | 2.59% | Add +4.5% | 265,605 | $7.7M |
| Ameritas Advisory Services, LLC | 0.30% | Add +1.3% | 265,590 | $7.7M |
| RCW Management, LLC | 7.93% | Add +1.1% | 265,472 | $7.7M |
| Integrated Advisors Network LLC | 0.41% | Reduce -27.6% | 265,280 | $7.7M |
| Arkadios Wealth Advisors | 0.13% | Add +38.4% | 262,816 | $7.7M |
| S&A Financial Services, Inc. | 5.17% | — | 258,391 | $7.5M |
| Diversify Wealth Management, LLC | 0.13% | Add +34.2% | 229,193 | $7.5M |
| GW Henssler & Associates Ltd. | 0.35% | Add +46.6% | 255,846 | $7.5M |
| Cape Investment Advisory, Inc. | 2.48% | Reduce -0.1% | 255,715 | $7.4M |
| Western Wealth Management, LLC | 0.28% | Add +396.4% | 254,923 | $7.4M |
| JMG Financial Group, Ltd. | 0.20% | Reduce -1.9% | 254,821 | $7.4M |
| Integrated Investment Consultants, LLC | 1.57% | Reduce -1.2% | 253,438 | $7.4M |
| Cambridge Advisors Inc. | 1.42% | Reduce -1.1% | 251,530 | $7.3M |
| Brookstone Capital Management | 0.08% | Reduce -5.3% | 250,395 | $7.3M |
| MADDEN SECURITIES Corp | 2.19% | Add +0.3% | 250,075 | $7.3M |
| Bishop & Co Investment Management, LLC | 2.49% | Reduce -16.8% | 249,284 | $7.3M |
| Mayfair Advisory Group, LLC | 2.52% | Reduce -2.4% | 247,360 | $7.2M |
| Game Plan Financial Advisors, LLC | 3.35% | Add +107.2% | 246,663 | $7.2M |
| WPG Advisers, LLC | 5.29% | Add +7.4% | 246,532 | $7.2M |
| Fingerlakes Wealth Management, Inc. | 4.75% | Add +6.3% | 245,760 | $7.2M |
| CX Institutional | 0.22% | Add +19.7% | 243,353 | $7.1M |
| Csenge Advisory Group | 0.32% | Add +5.3% | 242,855 | $7.1M |
| Keating Financial Advisory Services, Inc. | 1.14% | Reduce -20.2% | 242,849 | $7.1M |
| Grey Ledge Advisors, LLC | 1.59% | Add +2.5% | 241,225 | $7.0M |
| Valpey Financial Services, LLC | 4.56% | Reduce -1.8% | 240,843 | $7.0M |
| United Advisor Group, LLC | 0.85% | Add +178.9% | 236,186 | $6.9M |
| RFG Advisory, LLC | 0.13% | Reduce -17.6% | 235,605 | $6.9M |
| Westbourne Investment Advisors, Inc. | 2.00% | Add +4.2% | 235,089 | $6.8M |
| D.B. Root & Company, LLC | 1.63% | Reduce -0.8% | 234,741 | $6.8M |
| Latko Wealth Management, Ltd. | 3.28% | Add +17.8% | 231,060 | $6.7M |
| IMA Advisory Services, Inc. | 0.65% | Add +7.4% | 228,148 | $6.6M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -5.9% | 227,934 | $6.6M |
| Institute for Wealth Management, LLC. | 0.71% | Reduce -1.2% | 227,173 | $6.6M |
| Joseph P. Lucia & Associates, LLC | 2.36% | Reduce -1.6% | 226,289 | $6.6M |
| Gleason Group, Inc. | 0.65% | Reduce -0.0% | 224,776 | $6.5M |
| Selby Wealth Management, LLC | 2.56% | Reduce -5.6% | 223,439 | $6.5M |
| Claro Advisors Inc. | 0.78% | Add +0.1% | 221,094 | $6.4M |
| Founders Financial Securities LLC | 0.36% | Add +0.0% | 211,471 | $6.4M |
| Orgel Wealth Management, LLC | 0.14% | Add +7.2% | 220,575 | $6.4M |
| Snider Financial Group | 1.93% | Reduce -10.2% | 219,251 | $6.4M |
| William Mack & Associates, Inc. | 3.63% | Reduce -44.5% | 217,797 | $6.3M |
| Nestegg Advisors, Inc. | 5.56% | Reduce -0.9% | 217,256 | $6.3M |
| CreativeOne Wealth, LLC | 0.15% | Reduce -4.2% | 216,347 | $6.3M |
| Newman Dignan & Sheerar, Inc. | 1.33% | Reduce -3.0% | 216,035 | $6.3M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -0.7% | 189,737 | $6.3M |
| Cassady Wealth & Retirement Planning, LLC | 3.23% | Add +3.0% | 189,783 | $6.2M |
| Macroview Investment Management LLC | 4.32% | Add +1.0% | 212,152 | $6.2M |
| Smith, Moore & Co. | 0.45% | Reduce -8.4% | 211,473 | $6.2M |
| Secure Asset Management, LLC | 0.98% | Add +18.1% | 211,357 | $6.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.3% | 209,551 | $6.1M |
| Daybright Advisory Services, Inc. | 1.67% | Add +0.5% | 207,697 | $6.1M |
| JFS Wealth Advisors, LLC | 0.34% | Reduce -1.3% | 207,012 | $6.0M |
| Pinnacle Family Advisors, LLC | 2.83% | Reduce -3.9% | 206,605 | $6.0M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +21.8% | 205,700 | $6.0M |
| Creative Financial Designs Inc. | 0.36% | Reduce -1.9% | 205,041 | $6.0M |
| Guardian Financial Partners, LLC | 2.49% | Add +4.8% | 202,549 | $5.9M |
| BlackRock, Inc. | 0.00% | Reduce -0.8% | 200,433 | $5.8M |
| Anchor Capital Advisors LLC | 0.17% | New | 200,012 | $5.8M |
| Mill Creek Capital Advisors, LLC | 0.12% | Add +0.0% | 199,485 | $5.8M |
| Thoroughbred Financial Services, LLC | 0.35% | Add +7.3% | 198,747 | $5.8M |
| Menora Mivtachim Holdings LTD. | 0.03% | No change | 196,932 | $5.7M |
| Clearstead Advisors, LLC | 0.05% | Reduce -6.2% | 195,463 | $5.7M |
| Cambridge Financial Group, LLC | 1.92% | Reduce -28.0% | 194,993 | $5.7M |
| Rwa Wealth Partners, LLC | 0.06% | Add +21.6% | 193,362 | $5.6M |
| Johnson Financial Group, LLC | 0.37% | Add +267.6% | 191,790 | $5.6M |
| Keudell/Morrison Wealth Management | 1.14% | Add +4.9% | 191,743 | $5.6M |
| Cambridge Capital Management, LLC | 2.40% | Add +12.7% | 191,069 | $5.6M |
| Silverlake Wealth Management LLC | 1.17% | Reduce -7.6% | 190,628 | $5.6M |
| Rossby Financial, LCC | 1.15% | Add +8206.8% | 187,733 | $5.5M |
| Wealthspire Retirement, LLC | 0.33% | Reduce -3.6% | 186,972 | $5.4M |
| Pinnacle Financial Partners, Inc. | 0.04% | Add +0.5% | 185,840 | $5.4M |
| Madden Advisory Services, Inc. | 2.12% | Add +3.0% | 184,679 | $5.4M |
| Chesapeake Wealth Management | 1.65% | Reduce -1.1% | 184,572 | $5.4M |
| Baird Financial Group, Inc. | 0.01% | Add +18.3% | 183,833 | $5.4M |
| Fifth Third Securities, Inc. | 0.34% | Reduce -1.1% | 182,730 | $5.3M |
| Centaurus Financial, Inc. | 0.25% | Add +6.8% | 181,585 | $5.3M |
| Wealthedge Investment Advisors, LLC | 1.94% | Add +8.6% | 181,270 | $5.3M |
| Regal Investment Advisors LLC | 0.30% | Reduce -9.0% | 180,842 | $5.3M |
| Quotient Wealth Partners, LLC | 0.14% | Add +45.2% | 179,845 | $5.2M |
| OneAscent Financial Services LLC | 0.28% | Add +9.6% | 179,159 | $5.2M |
| Uniting Wealth Partners, LLC | 1.11% | Add +25.9% | 178,752 | $5.2M |
| Panoramic Investment Advisors, LLC | 2.81% | Add +0.2% | 178,311 | $5.2M |
| MRWM Advisors, LLC | 2.81% | Reduce -0.4% | 178,174 | $5.2M |
| Plus Group Wealth Advisors LLC | 5.71% | Reduce -2.1% | 178,017 | $5.2M |
| Silver Oak Securities, Incorporated | 0.38% | Reduce -18.8% | 177,819 | $5.2M |
| Steele Capital Management, Inc. | 0.21% | Reduce -4.9% | 176,330 | $5.1M |
| IHT Wealth Management, LLC | 0.12% | Reduce -25.6% | 175,080 | $5.1M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.61% | Reduce -18.4% | 174,423 | $5.1M |
| Dakota Wealth Management | 0.11% | Add +1.1% | 174,053 | $5.1M |
| Dynamic Advisor Solutions LLC | 0.16% | Add +0.6% | 174,033 | $5.1M |
| Trek Financial, LLC | 0.27% | Add +1.9% | 173,916 | $5.1M |
| Marble Wealth, LLC | 0.88% | Add +0.0% | 173,400 | $5.1M |
| Burns Matteson Capital Management, LLC | 1.96% | Add +22.6% | 172,686 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +34.2% | 171,654 | $5.0M |
| Money Concepts Capital Corp. | 0.28% | Add +34.2% | 171,621 | $5.0M |
| Wealthfront Advisers LLC | 0.01% | Add +8.1% | 171,043 | $5.0M |
| Long Island Wealth Management, Inc. | 2.31% | Reduce -4.7% | 170,645 | $5.0M |
| Harbor Asset Planning, Inc. | 4.18% | Add +4.7% | 170,576 | $5.0M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +4.2% | 170,364 | $5.0M |
| Hengehold Capital Management LLC | 0.43% | Reduce -2.7% | 169,342 | $4.9M |
| Geneos Wealth Management Inc. | 0.11% | Add +25.7% | 168,957 | $4.9M |
| Fermata Advisors, LLC | 1.11% | Reduce -7.0% | 168,873 | $4.9M |
| Perissos Private Wealth Management, LLC | 4.24% | Reduce -1.9% | 167,657 | $4.9M |
| Arax Advisory Partners | 0.14% | Add +14.3% | 167,411 | $4.9M |
| Northern Trust Corp. | 0.00% | Reduce -6.3% | 166,478 | $4.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +8.3% | 162,649 | $4.7M |
| Nabity-Jensen Investment Management Inc | 3.26% | Add +0.8% | 161,371 | $4.7M |
| Brown Wealth Management, LLC | 1.20% | Add +3.2% | 160,983 | $4.7M |
| Wesbanco Bank Inc. | 0.13% | Add +5.2% | 160,831 | $4.7M |
| RFG - Bristol Wealth Advisors, LLC | 1.26% | Add +21.0% | 160,529 | $4.7M |
| Bigelow Investment Advisors, LLC | 1.84% | Reduce -1.6% | 158,122 | $4.6M |
| Brand Asset Management Group, Inc. | 1.19% | Add +63.4% | 157,585 | $4.6M |
| Cooper Financial Group | 0.46% | Reduce -16.9% | 157,027 | $4.6M |
| Boyd Wealth Management, LLC | 1.91% | Add +1.8% | 155,384 | $4.5M |
| Milestone Asset Management Group, LLC | 2.64% | Add +0.1% | 155,047 | $4.5M |
| Bank of Montreal | 0.00% | Add +2.4% | 155,018 | $4.5M |
| Winthrop Capital Management, LLC | 1.16% | Add +0.0% | 154,591 | $4.5M |
| LongView Wealth Management | 1.13% | Add +49.4% | 142,757 | $4.5M |
| Eagle Capital Management, LLC | 1.77% | Reduce -14.1% | 154,159 | $4.5M |
| RTD Financial Advisors, Inc. | 0.55% | Reduce -2.6% | 153,034 | $4.5M |
| Arcadia Investment Advisors LLC | 2.09% | Reduce -0.8% | 152,321 | $4.4M |
| HCR Wealth Advisors | 0.46% | Reduce -8.2% | 152,049 | $4.4M |
| Waterford Advisors, LLC | 1.40% | No change | 147,643 | $4.4M |
| Cornerstone Planning Group LLC | 0.59% | Add +4405.1% | 132,091 | $4.4M |
| BridgePort Financial Solutions, LLC | 1.24% | Add +2.8% | 150,183 | $4.4M |
| Blair William & Co. | 0.01% | Add +1.7% | 150,029 | $4.4M |
| Gladstone Institutional Advisory LLC | 0.16% | Add +2.9% | 149,530 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -85.2% | 149,281 | $4.3M |
| Diversified Enterprises, LLC | 0.24% | Add +0.9% | 148,715 | $4.3M |
| Leavell Investment Management, Inc. | 0.17% | Add +9.7% | 145,342 | $4.2M |
| KPP Advisory Services LLC | 0.61% | Add +1.9% | 144,626 | $4.2M |
| Cassaday & Co Wealth Management LLC | 0.09% | Reduce -0.1% | 144,071 | $4.2M |
| Members Advisory Group LLC | 1.43% | Reduce -76.7% | 142,824 | $4.2M |
| Asset Dedication, LLC | 0.29% | Add +11.7% | 142,807 | $4.2M |
| Barden Capital Management, Inc. | 3.54% | Add +2.1% | 142,232 | $4.1M |
| Meramec Financial Planners, LLC | 1.62% | Add +3.3% | 125,599 | $4.1M |
| Fagan Associates, Inc. | 0.56% | Reduce -1.3% | 139,000 | $4.0M |
| Madison Wealth Partners, Inc | 0.65% | Add +4.2% | 138,994 | $4.0M |
| GeoWealth Management, LLC | 0.14% | Reduce -12.1% | 138,152 | $4.0M |
| CENTRAL TRUST Co | 0.08% | Reduce -0.1% | 138,007 | $4.0M |
| Monetary Solutions, Ltd | 3.88% | Reduce -0.2% | 137,941 | $4.0M |
| Strategic Blueprint, LLC | 0.23% | Reduce -8.8% | 137,476 | $4.0M |
| Elevated Financial Group LLC | 1.33% | Reduce -10.0% | 137,254 | $4.0M |
| Embree Financial Group | 0.47% | Reduce -0.2% | 137,209 | $4.0M |
| Midwest Financial Group LLC | 1.70% | Add +16.6% | 137,123 | $4.0M |
| Advisory Alpha, LLC | 0.11% | Reduce -1.6% | 135,083 | $3.9M |
| CFG Wealth Management Services, Inc. | 3.70% | Reduce -0.4% | 134,418 | $3.9M |
| Elevation Capital Advisory, LLC | 1.67% | Add +9.8% | 134,363 | $3.9M |
| Murphy & Mullick Capital Management Corp | 2.89% | Add +2.8% | 134,230 | $3.9M |
| Brandywine Oak Private Wealth LLC | 0.33% | Reduce -0.4% | 133,976 | $3.9M |
| Kane Investment Management, Inc. | 2.00% | Reduce -8.9% | 134,703 | $3.9M |
| Advyzon Investment Management, LLC | 0.35% | Add +4.7% | 133,353 | $3.9M |
| Forefront Wealth Partners, LLC | 1.62% | Reduce -6.0% | 133,121 | $3.9M |
| Pathstone Holdings, LLC | 0.02% | Reduce -2.8% | 132,682 | $3.9M |
| Milestone Asset Management, LLC | 0.71% | Add +13.2% | 132,068 | $3.8M |
| Stillwater Private Wealth, LLC | 3.24% | — | 131,601 | $3.8M |
| Apella Capital, LLC | 0.06% | Add +9.4% | 117,170 | $3.8M |
| Heirloom Wealth Management | 0.69% | Add +37.0% | 130,863 | $3.8M |
| Athena Investment Management | 1.95% | Add +0.8% | 129,336 | $3.8M |
| Guerra Pan Advisors, LLC | 2.33% | Reduce -2.5% | 129,035 | $3.8M |
| Pallas Capital Advisors LLC | 0.14% | Add +5.5% | 127,419 | $3.7M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -7.2% | 126,750 | $3.7M |
| Tyche Wealth Partners LLC | 0.57% | Add +18.6% | 126,703 | $3.7M |
| Schmidt P J Investment Management Inc. | 0.62% | Add +10.2% | 126,587 | $3.7M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +34.6% | 126,282 | $3.7M |
| Piedmont Capital Management, LLC | 2.44% | Add +4.9% | 125,422 | $3.7M |
| Tempus Wealth Planning, LLC | 0.84% | Add +1.8% | 125,033 | $3.6M |
| Dana Investment Advisors, Inc. | 0.11% | Reduce -1.0% | 124,970 | $3.6M |
| Veridan Wealth LLC | 1.36% | Add +0.6% | 123,853 | $3.6M |
| Parsonex Advisory Services, Inc. | 3.52% | Reduce -17.8% | 123,742 | $3.6M |
| GenWealth Group, Inc. | 0.61% | Reduce -0.0% | 123,010 | $3.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.6% | 122,904 | $3.6M |
| Sightline Wealth Advisors, LLC | 1.51% | Add +10.6% | 122,347 | $3.6M |
| Aire Advisors, LLC | 0.64% | Reduce -0.5% | 119,942 | $3.5M |
| B. Riley Wealth Advisors, Inc. | 0.23% | Reduce -3.1% | 124,324 | $3.5M |
| Downshift Financial, LLC | 1.80% | New | 106,620 | $3.5M |
| Joseph Group Capital Management | 0.86% | Add +2.2% | 118,705 | $3.5M |
| Texas Yale Capital Corp. | 0.10% | No change | 118,534 | $3.5M |
| LifePlan Investment Advisors, Inc. | 1.35% | Add +4.8% | 118,155 | $3.4M |
| Flagship Wealth Advisors, LLC | 1.46% | Reduce -59.1% | 116,218 | $3.4M |
| Broadview Financial Management, LLC | 2.31% | Add +3.0% | 115,945 | $3.4M |
| Bfsg, LLC | 0.32% | Add +7.3% | 115,795 | $3.4M |
| Staley Capital Advisers Inc. | 0.14% | No change | 129,510 | $3.3M |
| Larson Financial Group LLC | 0.11% | Add +5.0% | 113,713 | $3.3M |
| KMG Fiduciary Partners, LLC | 0.24% | Add +3.2% | 113,420 | $3.3M |
| VestGen Advisors, LLC | 0.09% | Add +646.4% | 96,886 | $3.3M |
| Linscomb Wealth, Inc. | 0.15% | Reduce -18.1% | 111,965 | $3.3M |
| Summit Financial Wealth Advisors, LLC | 0.46% | Add +5.7% | 110,461 | $3.2M |
| Foster Victor Wealth Advisors, LLC | 0.18% | Reduce -56.3% | 101,925 | $3.2M |
| Wedmont Private Capital | 0.10% | Add +0.0% | 105,749 | $3.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.0% | 109,057 | $3.2M |
| Parkside Financial Bank & Trust | 0.24% | Add +1.8% | 109,041 | $3.2M |
| Natixis Advisors, LLC | 0.00% | Add +43.2% | 108,831 | $3.2M |
| HBK Sorce Advisory LLC | 0.06% | Add +14.1% | 92,870 | $3.2M |
| Revisor Wealth Management LLC | 0.88% | Add +1.8% | 108,766 | $3.2M |
| Avestar Capital, LLC | 0.22% | Add +2.6% | 108,510 | $3.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.38% | Add +1.3% | 108,128 | $3.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +2.5% | 108,045 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +388.9% | 107,747 | $3.1M |
| Parallel Advisors, LLC | 0.06% | Add +12.6% | 107,137 | $3.1M |
| Curi Capital, LLC | 0.06% | Reduce -5.5% | 106,933 | $3.1M |
| Bawa N Mallick Trust | 1.27% | No change | 106,520 | $3.1M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1.63% | Reduce -2.9% | 106,422 | $3.1M |
| Columbus Macro, LLC | 0.33% | Add +1.2% | 106,417 | $3.1M |
| Highland Financial Advisors, LLC | 0.82% | Add +22.9% | 106,086 | $3.1M |
| Avidian Wealth Enterprises, LLC | 0.10% | Add +57.9% | 106,079 | $3.1M |
| FC Advisory LLC | 0.90% | Reduce -1.5% | 105,836 | $3.1M |
| Elgethun Capital Management | 0.51% | No change | 104,946 | $3.1M |
| Thayer Financial, L.L.C. | 3.09% | Add +42.6% | 103,845 | $3.0M |
| Oxinas Partners, LLC | 1.38% | Add +0.1% | 103,553 | $3.0M |
| Livet Wealth, LLC | 1.92% | Reduce -4.2% | 103,411 | $3.0M |
| Alliance Wealth Management Group | 0.65% | Reduce -0.1% | 102,118 | $3.0M |
| Towercrest Capital Management | 0.46% | Reduce -0.1% | 102,118 | $3.0M |
| Archer Investment Management, LLC | 1.24% | Reduce -14.5% | 101,562 | $3.0M |
| Allen Capital Group, LLC | 0.27% | Add +4.4% | 101,176 | $2.9M |
| Sacks & Associates, LLC | 2.19% | Reduce -7.7% | 101,094 | $2.9M |
| Wealthgarden F.S. LLC | 2.00% | Reduce -10.9% | 100,413 | $2.9M |
| J. Derek Lewis & Associates Inc. | 0.65% | Add +1.4% | 99,683 | $2.9M |
| Nwam LLC | 0.17% | Reduce -2.1% | 99,183 | $2.9M |
| JT Stratford LLC | 0.37% | Add +7.0% | 98,485 | $2.9M |
| Moors & Cabot, Inc. | 0.12% | Reduce -0.1% | 98,429 | $2.9M |
| Cypress Financial Planning LLC | 0.80% | Reduce -1.6% | 98,294 | $2.9M |
| Avant Capital LLC | 1.99% | Reduce -0.9% | 97,171 | $2.8M |
| HRT Financial LP | 0.01% | New | 97,107 | $2.8M |
| Macro Advisors, Inc. | 1.16% | — | 96,304 | $2.8M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +4.8% | 96,208 | $2.8M |
| Spire Wealth Management | 0.10% | Add +9.6% | 96,174 | $2.8M |
| Kohmann Bosshard Financial Services, LLC | 0.27% | Add +1.9% | 95,838 | $2.8M |
| Bensler, LLC | 0.29% | Reduce -10.4% | 95,691 | $2.8M |
| Alpha Capital Advisors Inc. | 2.62% | Add +7.8% | 94,668 | $2.8M |
| Scott Capital Advisors, LLC | 0.56% | Add +1.9% | 90,313 | $2.8M |
| Prospera Financial Services Inc | 0.04% | Add +15.2% | 94,251 | $2.7M |
| Santori & Peters, Inc. | 0.85% | Add +1.2% | 93,924 | $2.7M |
| Condor Capital Management | 0.23% | Reduce -9.6% | 93,826 | $2.7M |
| Fortress Private Ledger, LLC | 0.85% | Add +15.2% | 93,371 | $2.7M |
| Pacific Capital Wealth Advisors, Inc. | 0.45% | Add +0.1% | 92,279 | $2.7M |
| Birchbrook, Inc. | 1.31% | Add +2.7% | 92,063 | $2.7M |
| Barnes Wealth Management Group, Inc | 1.31% | Add +6.0% | 88,611 | $2.6M |
| James Investment Research, Inc. | 0.29% | Add +16.8% | 88,341 | $2.6M |
| Sage Mountain Advisors LLC | 0.18% | Add +0.0% | 86,053 | $2.5M |
| BG Investment Services, LLC | 2.07% | Add +18.0% | 85,778 | $2.5M |
| Smithfield Trust Co | 0.11% | Add +4.9% | 85,675 | $2.5M |
| Werba Rubin Papier Wealth Management | 0.35% | Add +5.0% | 85,541 | $2.5M |
| Avity Investment Management Inc. | 0.18% | No change | 85,082 | $2.5M |
| True Vision MN LLC | 1.26% | Reduce -1.3% | 84,164 | $2.5M |
| Snowden Capital Advisors LLC | 0.07% | Add +4.1% | 84,009 | $2.4M |
| Axxcess Wealth Management, LLC | 0.08% | Add +30.4% | 83,473 | $2.4M |
| Crux Wealth Advisors | 0.93% | Reduce -9.6% | 83,376 | $2.4M |
| Clear Creek Financial Management, LLC | 0.19% | Add +8.1% | 82,953 | $2.4M |
| TFR Capital, LLC. | 0.74% | Reduce -1.5% | 82,846 | $2.4M |
| Millennium Capital Advisors, LLC | 1.48% | Reduce -0.7% | 82,766 | $2.4M |
| J.E. Simmons & Co., P.C. | 1.61% | Reduce -2.3% | 82,473 | $2.4M |
| Hurley Capital, LLC | 1.29% | Add +0.7% | 82,282 | $2.4M |
| Tactive Advisors, LLC | 0.67% | Add +6.4% | 82,108 | $2.4M |
| Comprehensive Financial Planning, Inc. | 1.65% | Add +7.5% | 81,897 | $2.4M |
| LexAurum Advisors, LLC | 0.31% | — | 81,847 | $2.4M |
| WealthPoint Financial, LLC | 1.99% | Add +10.9% | 81,802 | $2.4M |
| Focused Alpha, LLC | 0.73% | Add +2.4% | 80,938 | $2.4M |
| Medallion Wealth Advisors, LLC | 0.77% | Add +5.7% | 80,524 | $2.3M |
| Westbourne Investments, Inc. | 1.11% | Add +2.3% | 80,353 | $2.3M |
| AlphaCore Capital LLC | 0.06% | Add +1.4% | 80,296 | $2.3M |
| CIBC Bancorp USA Inc. | 0.00% | — | 80,826 | $2.3M |
| Becker Capital Management Inc. | 0.07% | Reduce -4.7% | 80,231 | $2.3M |
| Arsenal Capital Advisors LLC | 1.67% | Reduce -48.4% | 78,812 | $2.3M |
| Michels Family Financial, LLC | 1.66% | Add +5.2% | 78,789 | $2.3M |
| Aventus Investment Advisors, Inc. | 1.90% | Reduce -2.2% | 77,214 | $2.2M |
| Stolper Co | 0.64% | Add +85.4% | 16,999 | $2.2M |
| Payne Capital LLC | 2.06% | Add +19.1% | 77,124 | $2.2M |
| Win Advisors, Inc. | 1.02% | Reduce -80.5% | 76,879 | $2.2M |
| Kintra Wealth, LLC | 0.16% | Add +7.8% | 76,320 | $2.2M |
| Ritholtz Wealth Management | 0.04% | Add +125.3% | 75,821 | $2.2M |
| Cornerstone Wealth Management, LLC | 0.11% | Add +0.0% | 75,134 | $2.2M |
| Capital Investment Advisory Services, LLC | 0.16% | Add +1.3% | 74,880 | $2.2M |
| K2 Financial Inc. | 1.58% | Add +6.8% | 66,168 | $2.2M |
| Stewardship Advisors, LLC | 0.50% | Add +26.8% | 74,549 | $2.2M |
| Strategic Advisors LLC | 0.36% | Add +1.2% | 74,290 | $2.2M |
| Duncker Streett & Co. Inc. | 0.41% | Reduce -0.6% | 74,265 | $2.2M |
| Nalls Sherbakoff Group, LLC | 1.59% | Add +0.1% | 74,130 | $2.2M |
| Valley Forge Investment Consultants Inc. Adv | 0.65% | Reduce -6.4% | 74,077 | $2.2M |
| Old Port Advisors | 0.49% | Reduce -2.9% | 73,215 | $2.1M |
| Ballast Financial Advisors LLC | 2.19% | Reduce -1.1% | 73,195 | $2.1M |
| Old National Bancorp | 0.04% | Reduce -0.8% | 72,707 | $2.1M |
| Aspen Grove Capital, LLC | 0.41% | Add +0.0% | 72,626 | $2.1M |
| Blue Bell Private Wealth Management, LLC | 0.30% | Add +3.2% | 72,092 | $2.1M |
| Beaumont Financial Advisors, LLC | 0.14% | Add +0.1% | 72,061 | $2.1M |
| Prospect Financial Services LLC | 1.28% | Add +18.6% | 71,837 | $2.1M |
| Obsidian Cio, LLC | 1.88% | Reduce -0.3% | 71,813 | $2.1M |
| Reston Wealth Management LLC | 0.64% | Add +1.1% | 71,659 | $2.1M |
| Net Worth Advisory Group | 0.43% | Reduce -0.3% | 70,897 | $2.1M |
| Flputnam Investment Management Co. | 0.03% | Reduce -34.8% | 70,840 | $2.1M |
| AllGen Financial Advisors, Inc. | 0.49% | Reduce -26.1% | 70,735 | $2.1M |
| Atlas Wealth Partners, LLC | 2.10% | Add +1.0% | 70,111 | $2.0M |
| Asset One Wealth Management LLC | 0.23% | Add +10.2% | 63,093 | $2.0M |
| Apriem Advisors | 0.19% | Reduce -0.2% | 69,964 | $2.0M |
| Grandview Asset Management LLC | 0.60% | Add +790.3% | 66,751 | $2.0M |
| Wealth Enhancement Trust Services, Inc. | 0.24% | No change | 69,502 | $2.0M |
| Brown Advisory Inc. | 0.00% | Add +6.3% | 69,412 | $2.0M |
| Appleton Partners Inc. | 0.14% | No change | 69,026 | $2.0M |
| Tudor Investment Corporation | 0.01% | Reduce -14.8% | 68,866 | $2.0M |
| Equity Wealth Partners, LLC | 1.29% | Reduce -1.3% | 68,634 | $2.0M |
| Destination Wealth Management | 0.05% | Add +11.5% | 68,570 | $2.0M |
| Rothschild Wealth LLC | 0.18% | Add +5.0% | 68,530 | $2.0M |
| Cooper/Haims Advisors, LLC | 0.94% | Reduce -7.4% | 68,517 | $2.0M |
| R. W. Roge & Company, Inc. | 0.95% | Reduce -4.7% | 68,337 | $2.0M |
| Verus Capital Partners, LLC | 0.14% | Add +18.5% | 68,282 | $2.0M |
| Chesley Taft & Associates LLC | 0.08% | Add +0.0% | 68,218 | $2.0M |
| Tenret Co LLC | 0.96% | Reduce -6.1% | 68,139 | $2.0M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +201.2% | 68,102 | $2.0M |
| Whitener Capital Management, Inc. | 0.45% | Add +10.4% | 67,988 | $2.0M |
| Montis Financial, LLC | 0.41% | Reduce -4.2% | 67,900 | $2.0M |
| Townsend Asset Management Corp. /NC/ | 0.71% | Reduce -1.1% | 67,761 | $2.0M |
| Crescent Sterling, Ltd. | 1.91% | Add +1.8% | 67,663 | $2.0M |
| Signaturefd, LLC | 0.03% | Reduce -6.8% | 67,003 | $2.0M |
| Kiley Juergens Wealth Management, LLC | 0.35% | Add +7.7% | 66,962 | $2.0M |
| Retirement Guys Formula LLC | 0.90% | Reduce -58.6% | 66,915 | $1.9M |
| Quadcap Wealth Management, LLC | 0.22% | Reduce -3.0% | 66,233 | $1.9M |
| Westmount Partners, LLC | 0.47% | Reduce -1.3% | 65,555 | $1.9M |
| Davis Capital Management | 1.28% | Add +17.3% | 64,706 | $1.9M |
| Capital Investment Advisors, LLC | 0.03% | Add +1.8% | 64,648 | $1.9M |
| BLVD Private Wealth, LLC | 1.61% | Reduce -0.3% | 63,667 | $1.9M |
| Park Place Capital Corp | 0.37% | Reduce -2.6% | 63,321 | $1.8M |
| Retirement Income Solutions, Inc. | 0.31% | Add +2.0% | 62,838 | $1.8M |
| Nikulski Financial, Inc. | 0.45% | Reduce -12.9% | 62,577 | $1.8M |
| Investors Research Corp | 0.35% | Add +4.4% | 62,395 | $1.8M |
| Ascentis Independent Advisors | 0.14% | Add +25.0% | 61,927 | $1.8M |
| First County Bank | 0.97% | Add +4.7% | 61,667 | $1.8M |
| Indie Asset Partners, LLC | 2.04% | Reduce -4.1% | 61,564 | $1.8M |
| Signet Investment Advisory Group, Inc. | 0.82% | Reduce -0.6% | 61,161 | $1.8M |
| Juncture Wealth Strategies, LLC | 0.59% | Add +115.1% | 61,053 | $1.8M |
| Herold Advisors, Inc. | 0.39% | Reduce -0.5% | 60,681 | $1.8M |
| New England Private Wealth Advisors LLC | 0.20% | Add +0.0% | 60,662 | $1.8M |
| Fifth Third Bancorp | 0.00% | Add +584.4% | 60,613 | $1.8M |
| Carnegie Investment Counsel | 0.03% | Reduce -2.5% | 60,606 | $1.8M |
| Sachetta, LLC | 0.96% | Add +0.7% | 60,577 | $1.8M |
| Rinkey Investments | 0.45% | No change | 60,311 | $1.8M |
| Onyx Bridge Wealth Group LLC | 0.19% | Reduce -27.6% | 60,192 | $1.8M |
| Transamerica Financial Advisors, LLC | 0.15% | Add +1.1% | 59,202 | $1.7M |
| Fisher Asset Management | 0.00% | Add +97.7% | 58,352 | $1.7M |
| Waterloo Capital, L.P. | 0.12% | Reduce -7.1% | 58,347 | $1.7M |
| JBR Co Financial Management Inc | 0.71% | No change | 52,081 | $1.7M |
| Sprinkle Financial Consultants LLC | 0.78% | Reduce -2.5% | 58,201 | $1.7M |
| Bailard, Inc. | 0.04% | Reduce -1.1% | 57,852 | $1.7M |
| Pine Valley Investments Ltd Liability Co | 0.08% | Add +0.1% | 57,488 | $1.7M |
| Opus Financial Solutions LLC | 1.58% | Add +0.0% | 57,448 | $1.7M |
| Vise Technologies, Inc. | 0.03% | No change | 51,074 | $1.7M |
| Yelin Lapidot Holdings Management Ltd. | 0.35% | No change | 57,120 | $1.7M |
| Simon Quick Advisors, LLC | 0.08% | Reduce -15.1% | 56,916 | $1.7M |
| Sowell Financial Services LLC | 0.06% | Add +29.7% | 56,880 | $1.7M |
| Lodestar Private Asset Management LLC | 0.16% | Reduce -3.9% | 56,849 | $1.7M |
| Diversified Trust Co. | 0.03% | Add +0.0% | 56,450 | $1.6M |
| Andrews Advisory Associates, LLC | 0.86% | New | 55,896 | $1.6M |
| Indivisible Partners | 0.14% | Add +5.2% | 55,805 | $1.6M |
| Precision Wealth Strategies, LLC | 0.54% | Reduce -12.0% | 55,740 | $1.6M |
| M Holdings Securities, Inc. | 0.11% | Reduce -17.2% | 47,709 | $1.6M |
| Stevens Capital Partners | 0.39% | Reduce -3.6% | 55,422 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +10.9% | 55,272 | $1.6M |
| Clarity Capital Advisors, LLC | 0.75% | Add +0.0% | 54,965 | $1.6M |
| Capital Advisors Wealth Management, LLC | 0.21% | Reduce -8.6% | 54,869 | $1.6M |
| MidAtlantic Capital Management, Inc. | 1.10% | Reduce -6.9% | 54,629 | $1.6M |
| Hancock Whitney Corp. | 0.03% | Reduce -8.0% | 50,939 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -5.8% | 54,115 | $1.6M |
| Capital Analysts, LLC | 0.04% | Add +13.3% | 53,992 | $1.6M |
| Accredited Investors Inc. | 0.08% | Add +18.3% | 53,928 | $1.6M |
| Paradigm Capital Management, LLC | 1.44% | Add +2.0% | 53,407 | $1.6M |
| RDA Financial Network | 0.39% | Reduce -25.7% | 53,266 | $1.6M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Add +1.0% | 53,201 | $1.5M |
| Financial Consulate, Inc. | 0.19% | Reduce -8.9% | 53,093 | $1.5M |
| Robinson Smith Wealth Advisors LLC | 1.04% | Reduce -20.8% | 53,024 | $1.5M |
| Prestige Wealth Management Group LLC | 0.30% | Reduce -13.1% | 52,906 | $1.5M |
| Bullock Wealth Management Group | 0.77% | Add +0.2% | 52,210 | $1.5M |
| Oxford Financial Group, LTD. LLC | 0.08% | Reduce -0.4% | 52,697 | $1.5M |
| Genesee Capital Advisors, LLC | 0.64% | Add +0.2% | 52,423 | $1.5M |
| Two West Capital Advisors LLC | 0.80% | Reduce -9.2% | 46,309 | $1.5M |
| Birchwood Financial Partners, Inc. | 1.45% | Add +0.1% | 51,789 | $1.5M |
| StoneX Group Inc. | 0.08% | Add +49.9% | 51,782 | $1.5M |
| True North Advisors, LLC | 0.17% | Add +5.8% | 51,760 | $1.5M |
| SageView Advisory Group, LLC | 0.06% | Add +0.4% | 51,703 | $1.5M |
| Beacon Advisors Holdings, LLC | 0.80% | Add +0.1% | 51,339 | $1.5M |
| Summit Wealth Group LLC / Co. | 0.16% | Add +24.4% | 51,219 | $1.5M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 51,186 | $1.5M |
| Arthur M. Cohen & Associates, LLC | 0.26% | No change | 50,648 | $1.5M |
| Millington Financial Advisors, LLC | 0.62% | Reduce -0.3% | 44,547 | $1.5M |
| Keystone Financial Group | 0.10% | Add +1.1% | 50,471 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -90.7% | 49,906 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -11.3% | 49,760 | $1.4M |
| Boyum Wealth Architects LLC | 0.60% | Reduce -2.2% | 43,582 | $1.4M |
| Hudson Edge Investment Partners Inc. | 0.21% | New | 49,466 | $1.4M |
| Ancora Advisors LLC | 0.03% | Reduce -13.8% | 49,272 | $1.4M |
| Twin Cities Retirement Group LLC | 1.31% | Reduce -1.8% | 49,256 | $1.4M |
| Segment Wealth Management, LLC | 0.08% | Add +0.5% | 49,250 | $1.4M |
| Brookwood Investment Group LLC | 0.18% | Add +6.9% | 49,242 | $1.4M |
| Sculati Wealth Management, LLC | 0.53% | Reduce -0.6% | 49,220 | $1.4M |
| Security National Bank of So Dak | 0.69% | Reduce -0.7% | 49,038 | $1.4M |
| Empowered Funds, LLC | 0.01% | New | 48,868 | $1.4M |
| Optivise Advisory Services LLC | 0.86% | Add +3.4% | 48,770 | $1.4M |
| John W. Brooker & Co., CPAs | 2.23% | Reduce -12.5% | 48,589 | $1.4M |
| MFG Wealth Management, Inc. | 1.16% | Reduce -1.7% | 48,213 | $1.4M |
| Integral Investment Advisors, Inc. | 0.35% | Reduce -14.2% | 48,097 | $1.4M |
| Wisconsin Wealth Advisors, LLC | 1.38% | Add +0.9% | 48,066 | $1.4M |
| BCS Wealth Management | 0.28% | Reduce -48.7% | 47,925 | $1.4M |
| Capital Square, LLC | 0.64% | Add +6.5% | 42,342 | $1.4M |
| Greenwood Gearhart LLC | 0.08% | Add +107.1% | 47,712 | $1.4M |
| Pennsylvania Capital Management Inc. | 0.39% | Reduce -1.0% | 47,106 | $1.4M |
| KLCM Advisors, Inc. | 0.12% | Add +15.2% | 46,592 | $1.4M |
| Cloud Capital Management, LLC | 0.59% | Add +1.7% | 46,368 | $1.4M |
| Inspire Advisors, LLC | 0.11% | Add +122.5% | 45,999 | $1.3M |
| Lederer & Associates Investment Counsel | 0.95% | Add +5.2% | 45,968 | $1.3M |
| Fort Sheridan Advisors LLC | 0.16% | Reduce -2.8% | 45,770 | $1.3M |
| Magnus Financial Group LLC | 0.11% | Reduce -76.7% | 45,736 | $1.3M |
| First Pacific Financial | 0.17% | Add +41.0% | 45,714 | $1.3M |
| Paragon Private Wealth Management, LLC | 0.41% | Add +27.0% | 45,512 | $1.3M |
| Great Waters Wealth Management | 0.14% | Reduce -0.9% | 44,506 | $1.3M |
| Prostatis Group LLC | 0.33% | Reduce -77.9% | 44,238 | $1.3M |
| Woodmont Investment Counsel LLC | 0.08% | Add +1.1% | 43,891 | $1.3M |
| Integrity Wealth Partners, LLC | 1.15% | — | 43,864 | $1.3M |
| Keel Point, LLC | 0.09% | Reduce -1.6% | 43,673 | $1.3M |
| TrueWealth Advisors, LLC | 0.32% | Reduce -0.7% | 43,089 | $1.3M |
| Legacy Wealth Advisors, LLC | 0.64% | No change | 42,866 | $1.2M |
| OneAscent Family Office, LLC | 0.87% | Reduce -8.6% | 42,766 | $1.2M |
| Signal Advisors Wealth, LLC | 0.09% | Add +1.2% | 42,494 | $1.2M |
| Capital Advisors Inc. | 0.02% | Add +0.3% | 42,397 | $1.2M |
| AdvisorNet Financial, Inc | 0.06% | Add +2.7% | 42,075 | $1.2M |
| WCG Wealth Advisors LLC | 0.03% | Reduce -26.9% | 41,952 | $1.2M |
| HUB Investment Partners, LLC | 0.03% | Reduce -8.0% | 41,873 | $1.2M |
| Commerce Bank | 0.01% | Add +60.2% | 41,671 | $1.2M |
| Strategic Financial Concepts, LLC | 0.30% | New | 41,601 | $1.2M |
| Adams Asset Advisors, LLC | 0.14% | Reduce -14.7% | 41,598 | $1.2M |
| CGN Advisors LLC | 0.10% | Add +5.3% | 41,573 | $1.2M |
| Modus Advisors, LLC | 0.33% | Reduce -1.1% | 41,121 | $1.2M |
| Cynosure Group, LLC | 0.15% | Reduce -21.7% | 40,932 | $1.2M |
| Gilbert & Cook, Inc. | 0.15% | Reduce -0.5% | 40,903 | $1.2M |
| Integrity Advisory Solutions, LLC | 0.16% | Add +12.9% | 40,740 | $1.2M |
| American Trust | 0.10% | Reduce -40.5% | 40,425 | $1.2M |
| KCM Investment Advisors LLC | 0.04% | Reduce -2.7% | 40,103 | $1.2M |
| Strategic Investment Solutions, Inc. | 0.28% | Reduce -1.1% | 41,042 | $1.2M |
| Insight Wealth Partners, LLC | 0.47% | Reduce -2.6% | 39,683 | $1.2M |
| Bulwark Capital Corp | 0.71% | Add +16.2% | 39,597 | $1.2M |
| Aprio Wealth Management, LLC | 0.06% | Reduce -6.2% | 38,849 | $1.1M |
| Compass Capital Corp. /Ma/ | 0.40% | Add +3.3% | 33,115 | $1.1M |
| Asset Management Group, Inc. | 0.18% | Add +0.1% | 38,362 | $1.1M |
| Guardian Asset Advisors, LLC | 0.65% | Reduce -22.7% | 38,251 | $1.1M |
| Mission Wealth Management, LP | 0.02% | Add +0.4% | 38,246 | $1.1M |
| NewEdge Wealth, LLC | 0.01% | Reduce -34.4% | 38,223 | $1.1M |
| Aurora Private Wealth, Inc. | 0.79% | Reduce -33.6% | 34,030 | $1.1M |
| Fusion Capital, LLC | 0.30% | Reduce -5.1% | 37,886 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +422.9% | 37,799 | $1.1M |
| Blue Sky Capital Consultants Group, Inc. | 0.52% | Reduce -11.3% | 37,653 | $1.1M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -58.2% | 37,566 | $1.1M |
| Independent Wealth Network Inc. | 0.32% | Add +41.5% | 37,474 | $1.1M |
| Windsor Advisory Group, LLC | 0.91% | Add +57.5% | 37,235 | $1.1M |
| Evercore Wealth Management, LLC | 0.02% | No change | 37,120 | $1.1M |
| Cambria Investment Management, L.P. | 0.06% | Reduce -7.0% | 37,002 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +2.7% | 36,954 | $1.1M |
| Sunburst Financial Group, LLC | 0.21% | Add +1.5% | 36,864 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.25% | Add +16.3% | 36,391 | $1.1M |
| Alliancebernstein L.P. | 0.00% | New | 32,416 | $1.1M |
| Hoese & Co LLP | 0.78% | No change | 36,276 | $1.1M |
| Sun Financial Inc | 0.53% | Reduce -4.5% | 30,401 | $1.1M |
| Moran Wealth Management, LLC | 0.03% | Add +30.7% | 35,992 | $1.0M |
| Sunpointe, LLC | 0.34% | Add +52.8% | 35,892 | $1.0M |
| Cozad Asset Management Inc. | 0.08% | No change | 35,806 | $1.0M |
| SIMA Wealth Partners, LLC | 0.79% | Reduce -5.5% | 35,755 | $1.0M |
| Peterson Wealth Advisors, LLC | 0.14% | Add +2.1% | 35,598 | $1.0M |
| SevenBridge Financial Group, LLC | 0.16% | Reduce -10.3% | 31,227 | $1.0M |
| Bellevue Asset Management, LLC | 0.51% | Add +3.0% | 35,212 | $1.0M |
| Wealthspan Partners, LLC | 0.36% | Add +8.8% | 35,123 | $1.0M |
| Stonebrook Private Inc. | 0.22% | Reduce -31.2% | 35,080 | $1.0M |
| GWN Securities Inc. | 0.20% | Reduce -24.4% | 35,069 | $1.0M |
| Missouri Trust & Investment Co | 0.30% | Add +13.1% | 35,031 | $1.0M |
| DecisionMap Wealth Management, LLC | 0.66% | Reduce -4.4% | 34,905 | $1.0M |
| Kelleher Financial Advisors | 0.26% | No change | 34,720 | $1.0M |
| Summit Trail Advisors, LLC | 0.01% | No change | 34,627 | $1.0M |
| Headinvest, LLC | 0.21% | Reduce -0.5% | 34,521 | $1.0M |
| Marotta Asset Management | 0.18% | Reduce -3.3% | 34,026 | $1.0M |
| Pinion Investment Advisors, LLC | 0.23% | Add +60.4% | 34,148 | $995K |
| NorthRock Partners, LLC | 0.02% | Add +11.9% | 34,059 | $992K |
| Quadrant Private Wealth Management, LLC | 0.15% | Add +0.7% | 34,051 | $992K |
| OneAscent Wealth Management LLC | 0.33% | Reduce -8.1% | 34,034 | $991K |
| Beam Wealth Advisors, Inc. | 0.25% | Add +1.6% | 33,872 | $987K |
| Kovack Advisors, Inc. | 0.05% | Reduce -93.3% | 33,495 | $985K |
| Financial Life Advisors | 0.31% | No change | 33,702 | $982K |
| Kathmere Capital Management, LLC | 0.06% | Add +2.4% | 33,559 | $978K |
| Cadent Capital Advisors, LLC | 0.26% | Add +89.9% | 33,420 | $974K |
| Continuum Advisory, LLC | 0.09% | Add +17.2% | 33,409 | $973K |
| Legacy Edge Advisors, LLC | 0.10% | Reduce -5.3% | 33,400 | $973K |
| Wedbush Securities Inc. | 0.03% | Reduce -4.0% | 33,331 | $971K |
| Beacon Financial Advisory LLC | 0.22% | Reduce -5.5% | 33,318 | $971K |
| Islay Capital Management, LLC | 0.49% | Reduce -2.1% | 33,159 | $966K |
| Quartz Partners, LLC | 0.37% | Reduce -9.9% | 33,061 | $963K |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Reduce -1.0% | 32,708 | $953K |
| Columbia Advisory Partners LLC | 0.61% | Add +88.3% | 32,639 | $951K |
| Colorado Capital Management, Inc. | 0.35% | Reduce -12.6% | 32,625 | $950K |
| Retirement Planning Group, LLC / NY | 0.61% | Add +5.9% | 32,536 | $948K |
| Susquehanna International Group, LLP | 0.00% | Add +372.4% | 32,414 | $944K |
| Wealth Architects, LLC | 0.08% | Add +8.1% | 32,357 | $943K |
| Stephens Inc. | 0.01% | Add +3.2% | 32,303 | $941K |
| Blueprint Investment Partners LLC | 0.10% | Add +0.4% | 32,288 | $941K |
| Elser Financial Planning, Inc | 0.05% | Add +0.1% | 32,260 | $939K |
| Winthrop Advisory Group LLC | 0.08% | Add +220.6% | 32,142 | $936K |
| ARK & TLK Investments, LLC | 0.25% | No change | 32,047 | $934K |
| Petra Financial Advisors Inc. | 0.57% | Reduce -59.1% | 31,894 | $929K |
| Yanni & Associates Investment Advisors, LLC | 0.96% | Reduce -3.5% | 31,838 | $927K |
| Blueprint Financial Advisors LLC | 0.14% | Add +0.4% | 31,668 | $922K |
| Uptick Partners, LLC | 0.18% | Add +15.7% | 31,555 | $919K |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -28.2% | 31,473 | $917K |
| Platt Wealth Management LLC | 0.89% | Add +8.8% | 31,426 | $915K |
| Planning Center, Inc. | 0.09% | Reduce -2.5% | 31,296 | $912K |
| Fortitude Advisory Group L.L.C. | 0.41% | Add +0.7% | 31,242 | $910K |
| Everett Harris & Co. | 0.01% | Add +4.2% | 31,188 | $909K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 31,040 | $904K |
| Resolute Wealth Advisor, Inc. | 0.51% | — | 30,919 | $901K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.26% | Reduce -9.4% | 30,834 | $898K |
| Eagle Wealth Advisors LLC | 0.82% | Reduce -7.5% | 30,515 | $889K |
| HMV Wealth Advisors, LLC | 0.41% | Reduce -20.4% | 30,330 | $884K |
| Clear Retirement Advice LLC | 0.69% | Add +5.3% | 30,108 | $877K |
| Cornerstone Wealth Group, LLC | 0.06% | Reduce -35.2% | 27,082 | $876K |
| RCS Financial Planning, LLC | 0.45% | Add +85.3% | 30,002 | $874K |
| Florida Financial Advisors, LLC | 0.21% | Reduce -9.9% | 29,868 | $870K |
| Elevation Wealth Management LLC | 0.79% | Add +74.7% | 29,638 | $863K |
| Hidden Cove Wealth Management, LLC | 0.55% | Add +7.7% | 29,459 | $858K |
| International Assets Investment Management, LLC | 0.06% | Add +0.7% | 29,086 | $855K |
| GC Wealth Management RIA, LLC | 0.04% | Add +3.0% | 29,309 | $854K |
| Symphony Financial, Ltd. Co. | 0.11% | Add +11.5% | 29,805 | $853K |
| Ameriflex Group, Inc. | 0.43% | Add +8.9% | 29,145 | $849K |
| Hazlett, Burt & Watson, Inc. | 0.26% | Reduce -5.7% | 28,972 | $844K |
| Smart Portfolios, LLC | 0.84% | No change | 28,870 | $841K |
| OMC Financial Services LTD | 0.33% | Add +2.1% | 28,859 | $841K |
| Sax Wealth Advisors, LLC | 0.04% | No change | 25,759 | $840K |
| Essex LLC | 0.15% | Add +4.2% | 28,729 | $837K |
| Adelphi Trust Co | 0.68% | Add +0.8% | 28,665 | $835K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +1.1% | 28,567 | $832K |
| UMB Bank, n.a. | 0.01% | Reduce -19.1% | 28,452 | $829K |
| Castle Wealth Management LLC | 0.27% | Reduce -2.1% | 28,451 | $829K |
| GS Investments, Inc. | 0.47% | Reduce -2.7% | 28,427 | $828K |
| Strategic Planning Group, LLC | 0.12% | Reduce -1.1% | 28,333 | $825K |
| One Wealth Management Investment & Advisory Services, LLC | 0.99% | Add +1.6% | 28,292 | $824K |
| Signature Equity Partners, LLC | 0.44% | Add +17.6% | 28,251 | $823K |
| Root Financial Partners, LLC | 0.04% | Add +48.3% | 28,212 | $822K |
| Ascent Wealth Partners, LLC | 0.10% | New | 28,097 | $818K |
| Watershed Private Wealth LLC | 0.25% | Reduce -1.0% | 28,024 | $816K |
| Spartan Wealth Advisory Services LLC | 0.07% | — | 27,811 | $810K |
| Goldstein Advisors, LLC | 0.09% | Add +0.5% | 27,789 | $809K |
| Ogorek Anthony Joseph /NY/ | 0.22% | Reduce -1.0% | 27,709 | $807K |
| Traynor Capital Management, Inc. | 0.05% | Add +40.7% | 28,696 | $806K |
| NorthStar Asset Management LLC | 0.39% | Reduce -1.0% | 27,650 | $805K |
| Core Wealth Partners LLC | 0.37% | Add +27.3% | 27,587 | $804K |
| Plante Moran Financial Advisors, LLC | 0.05% | Add +37.7% | 27,345 | $797K |
| Howard Bailey Securities, LLC | 0.33% | Add +0.7% | 27,255 | $794K |
| Advocacy Wealth Management, LLC | 0.04% | Reduce -31.9% | 27,150 | $791K |
| SpringVest Wealth Management LLC | 0.54% | No change | 27,121 | $790K |
| Sovran Advisors, LLC | 0.06% | Add +21.7% | 23,855 | $785K |
| Optima Capital LLC | 0.36% | Add +23.0% | 26,819 | $781K |
| Johnson Wealth Management, LLC | 0.38% | No change | 26,788 | $780K |
| Clear Investment Research, LLC | 1.22% | No change | 26,714 | $778K |
| WealthPLAN Partners, LLC | 0.15% | Reduce -1.0% | 26,639 | $776K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -0.9% | 26,633 | $776K |
| VSM Wealth Advisory, LLC | 0.23% | Add +3.7% | 26,461 | $771K |
| Vermillion Wealth Management, Inc. | 0.31% | Add +0.3% | 26,428 | $770K |
| Summit Financial Strategies, Inc. | 0.06% | Reduce -0.0% | 26,415 | $769K |
| Immaculate Wealth Management LLC | 6.07% | — | 26,357 | $768K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +11.0% | 26,228 | $764K |
| Dumont & Blake Investment Advisors LLC | 0.19% | Reduce -0.4% | 26,111 | $761K |
| NBT Bank, N.A. | 0.05% | Add +40044.6% | 26,094 | $760K |
| Scotia Capital Inc. | 0.00% | Add +18.1% | 26,065 | $759K |
| Associated Banc-Corp | 0.02% | Reduce -2.5% | 26,063 | $759K |
| Global Wealth Strategies & Associates | 0.19% | Reduce -26.4% | 26,056 | $759K |
| Blackhawk Capital Partners, LLC | 0.28% | Add +8.4% | 26,019 | $758K |
| Sovereign Financial Group, Inc. | 0.13% | Reduce -12.1% | 26,002 | $757K |
| Strategic Wealth Partners, Ltd. | 0.05% | Reduce -4.5% | 25,971 | $757K |
| Altfest L J & Co. Inc. | 0.08% | Add +0.2% | 25,842 | $753K |
| Clark Asset Management, LLC | 0.07% | Add +102.9% | 25,712 | $749K |
| White Knight Strategic Wealth Advisors, LLC | 0.63% | No change | 25,700 | $749K |
| Prudent Investors Network, Inc. | 0.16% | Reduce -21.4% | 25,604 | $746K |
| Maia Wealth LLC | 0.13% | Reduce -16.8% | 25,593 | $746K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.2% | 25,536 | $744K |
| Redwood Financial Network Corp | 0.49% | Reduce -29.2% | 25,490 | $743K |
| Roffman Miller Associates Inc. | 0.04% | Reduce -13.9% | 25,476 | $742K |
| Relyea Zuckerberg Hanson LLC | 0.07% | No change | 25,394 | $740K |
| Costello Asset Management, INC | 0.26% | Add +3.2% | 25,381 | $739K |
| Soundwatch Capital LLC | 0.09% | Add +0.6% | 25,342 | $738K |
| Avion Wealth | 0.15% | Add +1820.3% | 25,348 | $738K |
| Ruggaard & Associates LLC | 0.29% | No change | 25,318 | $738K |
| Clifford Swan Investment Counsel LLC | 0.03% | Add +0.2% | 25,318 | $738K |
| Crescent Grove Advisors, LLC | 0.07% | Add +0.1% | 25,306 | $737K |
| Clearwater Capital Advisors, LLC | 0.06% | No change | 25,041 | $729K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 25,026 | $729K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -8.8% | 25,003 | $728K |
| Cfo Capital Management LLC | 0.60% | Add +19.0% | 24,917 | $726K |
| Godfrey Financial Associates, Inc. | 0.62% | Reduce -51.8% | 24,910 | $726K |
| Victory Financial Group, LLC | 0.09% | Reduce -9.7% | 24,881 | $725K |
| Evanson Asset Management, LLC | 0.04% | Reduce -11.8% | 24,862 | $724K |
| Fortis Advisors, LLC | 0.36% | Reduce -10.8% | 24,639 | $718K |
| Red Mountain Financial, LLC | 0.67% | Add +18.4% | 24,538 | $715K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -10.6% | 23,927 | $698K |
| Brooklyn Investment Group | 0.02% | Add +89.2% | 23,958 | $698K |
| RBA Wealth Management, LLC | 0.25% | Add +1.4% | 23,912 | $697K |
| Annex Advisory Services, LLC | 0.01% | No change | 23,863 | $695K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -3.4% | 23,665 | $689K |
| Cornerstone Enterprises, LLC | 0.34% | Reduce -6.0% | 23,600 | $687K |
| Resurgent Financial Advisors LLC | 0.25% | Reduce -16.3% | 23,574 | $687K |
| Capital CS Group, LLC | 1.42% | Reduce -77.4% | 23,545 | $686K |
| Members Trust Co | 0.02% | Reduce -10.3% | 23,486 | $684K |
| Lakeridge Wealth Management LLC | 0.29% | Add +19.9% | 23,401 | $682K |
| Private Wealth Asset Management, LLC | 0.07% | Add +0.0% | 23,345 | $680K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -1.0% | 23,345 | $680K |
| LifeSteps Financial, Inc. | 0.43% | Reduce -4.2% | 23,325 | $679K |
| Prosperity Consulting Group, LLC | 0.03% | Add +0.1% | 23,291 | $678K |
| Resolute Advisors LLC | 0.28% | Add +0.1% | 23,275 | $678K |
| Element Wealth, LLC | 0.28% | No change | 23,212 | $676K |
| LaSalle St. Investment Advisors, LLC | 0.10% | Reduce -9.1% | 23,209 | $676K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -19.7% | 23,177 | $675K |
| Richmond Investment Services, LLC | 0.11% | Reduce -10.2% | 22,934 | $668K |
| Mitchell Sinkler & Starr | 0.31% | Add +5.3% | 22,882 | $667K |
| Optimus Capital Advisors, LLC | 0.39% | Add +47.3% | 22,717 | $662K |
| Forum Financial Management, LP | 0.01% | Reduce -3.2% | 22,659 | $660K |
| Hilltop Wealth Advisors, LLC | 0.40% | Reduce -17.2% | 22,630 | $659K |
| Freedom Investment Management, Inc. | 0.19% | Reduce -20.3% | 22,429 | $653K |
| Hoey Investments, Inc. | 0.10% | Reduce -0.5% | 22,251 | $648K |
| MBE Wealth Management, LLC | 0.27% | Add +0.0% | 22,154 | $645K |
| SYM FINANCIAL Corp | 0.06% | No change | 22,124 | $644K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -12.4% | 22,088 | $643K |
| Aspiriant, LLC | 0.02% | Reduce -41.5% | 22,057 | $643K |
| Townsquare Capital LLC | 0.14% | Reduce -4.9% | 22,010 | $641K |
| First Western Trust Bank | 0.03% | No change | 21,924 | $639K |
| Kastel Capital Advisors, LLC | 0.39% | No change | 19,454 | $635K |
| Stone Summit Wealth LLC | 0.18% | Add +89.3% | 21,661 | $631K |
| Alpha Financial Advisors, LLC | 0.19% | No change | 21,515 | $627K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +0.2% | 21,445 | $625K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 21,304 | $621K |
| Twelve Points Wealth Management LLC | 0.14% | Reduce -0.0% | 21,282 | $620K |
| American Financial Advisors, LLC | 0.08% | Add +14.1% | 21,224 | $618K |
| Triangle Securities Wealth Management | 0.14% | Add +25.6% | 21,183 | $617K |
| SRH Advisors, LLC | 0.18% | No change | 21,160 | $616K |
| Caprock Group, LLC | 0.01% | Add +32.0% | 21,149 | $616K |
| HighPoint Advisor Group LLC | 0.03% | Add +1.4% | 21,121 | $615K |
| New Insight Wealth Advisors | 0.22% | No change | 21,118 | $615K |
| Baring Financial LLC | 0.38% | Reduce -3.1% | 21,062 | $614K |
| Front Row Advisors LLC | 0.21% | Add +0.0% | 20,982 | $611K |
| Financial Planning Navigators CORP | 0.27% | No change | 20,980 | $611K |
| Owen LaRue, LLC | 0.23% | Add +0.0% | 20,928 | $610K |
| WealthCare Investment Partners, LLC | 0.17% | Reduce -5.4% | 20,635 | $610K |
| Frisch Financial Group, Inc. | 0.13% | Add +62.5% | 20,870 | $608K |
| Synergy Financial Group, LTD | 0.45% | Add +21.8% | 20,684 | $603K |
| SVRN Asset Management, LLC | 0.58% | No change | 20,515 | $598K |
| Amicus Financial Advisors, LLC | 0.16% | Reduce 0.0% | 20,499 | $597K |
| SVB Wealth LLC | 0.04% | Add +0.0% | 20,316 | $592K |
| ETF Store, Inc. | 0.58% | Add +50.0% | 20,313 | $592K |
| Citizens Financial Group Inc. | 0.01% | Add +1.1% | 20,211 | $589K |
| Norden Group LLC | 0.06% | Reduce -19.8% | 20,112 | $586K |
| L. Roy Papp & Associates, LLP | 0.07% | Reduce -2.0% | 20,012 | $583K |
| Fortis Capital Management LLC | 0.08% | Add +9.9% | 20,008 | $583K |
| Lantern Wealth Advisors, LLC | 0.30% | Reduce -36.9% | 19,928 | $581K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -1.6% | 19,592 | $579K |
| Florida Trust Wealth Management Co | 0.02% | Add +39.6% | 19,847 | $578K |
| Evergreen Capital Management LLC | 0.01% | Add +1.4% | 19,740 | $575K |
| Tower Bridge Advisors | 0.06% | New | 19,727 | $575K |
| Bond & Devick Financial Network, Inc. | 0.16% | No change | 19,720 | $574K |
| Blue Trust, Inc. | 0.01% | Add +3.5% | 19,700 | $574K |
| Silver Oak Wealth Advisors Services, LLC | 0.37% | No change | 19,694 | $574K |
| Smith Chas P & Associates Pa Cpas | 0.03% | No change | 19,624 | $572K |
| Lutz Financial Services LLC | 0.04% | No change | 19,334 | $563K |
| White Lighthouse Investment Management Inc. | 0.08% | Add +31.5% | 19,300 | $562K |
| Safeguard Investment Advisory Group, LLC | 0.15% | Reduce -48.4% | 19,080 | $556K |
| Plancorp, LLC | 0.02% | Reduce -4.2% | 18,112 | $553K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -48.6% | 18,950 | $552K |
| SMART Wealth LLC | 0.16% | Reduce -0.6% | 18,924 | $551K |
| Chapman Financial Group, LLC | 0.39% | Reduce -0.0% | 18,856 | $549K |
| Focused Wealth Management, Inc | 0.06% | Add +0.8% | 18,833 | $549K |
| Valicenti Advisory Services Inc. | 0.12% | Add +0.3% | 18,816 | $548K |
| Insight Advisors, LLC/ PA | 0.10% | Reduce -2.2% | 18,804 | $548K |
| Hantz Financial Services, Inc. | 0.01% | Add +19.8% | 18,768 | $547K |
| Seneschal Advisors, LLC | 0.40% | Reduce -2.2% | 18,717 | $545K |
| Princeton Global Asset Management LLC | 0.09% | Add +0.0% | 18,703 | $545K |
| Blueline Advisors LLC | 0.42% | Reduce -24.8% | 18,659 | $544K |
| Archvest Wealth Advisors, Inc. | 0.35% | New | 18,643 | $543K |
| Vanguard Advisers Inc. | 0.00% | — | 18,544 | $540K |
| Hohimer Wealth Management, LLC | 0.07% | Add +0.0% | 18,540 | $540K |
| Global Endowment Management, LP | 0.06% | Reduce -29.6% | 18,368 | $535K |
| Brighton Jones LLC | 0.01% | New | 18,366 | $535K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Add +3.0% | 18,344 | $534K |
| Mission Creek Capital Partners, Inc. | 0.11% | Add +35.1% | 20,549 | $534K |
| Cabot Wealth Management Inc. | 0.06% | Add +7.4% | 18,222 | $531K |
| Alpha Omega Wealth Management LLC | 0.09% | Reduce -31.7% | 18,172 | $529K |
| Tradewinds Capital Management, LLC | 0.11% | Reduce -56.2% | 18,162 | $529K |
| Oarsman Capital, Inc. | 0.06% | Reduce -14.3% | 17,901 | $521K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +0.1% | 17,873 | $521K |
| Aspen Investment Management Inc | 0.16% | Add +0.1% | 17,868 | $520K |
| National Wealth Management Group, LLC | 0.19% | Reduce -37.2% | 17,659 | $514K |
| Vanguard Capital Wealth Advisors | 0.48% | Reduce -2.6% | 17,609 | $513K |
| Annandale Capital, LLC | 0.08% | Add +0.1% | 17,529 | $511K |
| Barlow Wealth Partners, LLC | 0.06% | No change | 15,544 | $507K |
| Smith Shellnut Wilson LLC | 0.22% | Reduce -30.6% | 17,387 | $506K |
| Invested Advisors | 0.51% | Reduce -2.3% | 17,372 | $506K |
| Delta Asset Management LLC | 0.05% | Add +14.5% | 17,243 | $502K |
| Glassman Wealth Services | 0.07% | Add +6.5% | 17,241 | $502K |
| First Trust Advisors LP | 0.00% | No change | 17,156 | $500K |
| Zhang Financial LLC | 0.02% | Add +0.1% | 17,145 | $499K |
| Financial Sense Advisors, Inc. | 0.12% | Reduce -27.0% | 17,116 | $499K |
| Boyce & Associates Wealth Consulting, Inc. | 0.38% | Add +0.1% | 17,098 | $498K |
| Pathway Financial Advisors LLC | 0.06% | Add +0.0% | 16,892 | $497K |
| Moneco Advisors, LLC | 0.04% | Add +0.0% | 17,034 | $496K |
| Phil A. Younker & Associates, Ltd. | 0.33% | No change | 16,984 | $495K |
| Briggs Wealth Management, Inc | 0.52% | New | 16,954 | $494K |
| Turning Point Benefit Group, Inc. | 0.31% | Add +84.0% | 20,647 | $493K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -31.8% | 16,864 | $491K |
| Everstar Asset Management, LLC | 0.26% | Add +0.0% | 16,847 | $491K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -14.4% | 16,835 | $490K |
| Tranquility Partners, LLC | 0.18% | Add +2.1% | 16,778 | $489K |
| Ehrlich Financial Group | 0.28% | Add +2.5% | 16,753 | $488K |
| North Star Asset Management Inc. | 0.02% | Reduce -3.4% | 16,740 | $488K |
| J Hagan Capital, Inc. | 0.26% | Reduce -30.7% | 16,714 | $487K |
| Geometric Wealth Advisors | 0.06% | No change | 16,688 | $486K |
| Argos Wealth Advisors, LLC | 0.14% | Add +0.0% | 16,585 | $483K |
| D'Orazio & Associates, Inc. | 0.06% | Reduce -10.1% | 16,556 | $482K |
| One Day In July LLC | 0.04% | New | 16,536 | $482K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -5.4% | 16,486 | $480K |
| Moneywise, Inc. | 0.21% | Reduce -4.8% | 16,354 | $476K |
| CVFG LLC | 0.06% | Add +1.7% | 16,307 | $475K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +0.0% | 16,149 | $470K |
| Wealth Analytics Partners, LLC | 0.19% | Reduce -12.5% | 16,096 | $469K |
| G2 Capital Management, LLC / Oh | 0.11% | No change | 16,092 | $469K |
| Lantz Financial LLC | 0.10% | No change | 16,052 | $468K |
| Hall Capital Management Co. Inc. | 0.17% | No change | 14,206 | $468K |
| Obermeyer Wealth Partners | 0.02% | Reduce -0.9% | 16,040 | $467K |
| Sharkey, Howes & Javer | 0.06% | No change | 15,792 | $460K |
| Ironwood Financial, llc | 0.08% | Add +0.5% | 15,788 | $460K |
| Trilogy Capital Inc. | 0.02% | Add +35.0% | 15,771 | $459K |
| Affiance Financial, LLC | 0.07% | Add +1.0% | 15,760 | $459K |
| Praetorian Wealth Management, Inc. | 0.09% | Reduce -0.5% | 15,094 | $458K |
| WMG Financial Advisors, LLC | 0.19% | Add +2.1% | 15,713 | $458K |
| Brickley Wealth Management | 0.08% | Add +2.0% | 15,610 | $455K |
| Waterfront Wealth Inc. | 0.08% | No change | 15,594 | $454K |
| Lynx Investment Advisory | 0.22% | Add +9.4% | 15,549 | $453K |
| Auctus Advisors LLC | 0.43% | Add +28.6% | 15,502 | $452K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -0.2% | 15,383 | $448K |
| Gateway Wealth Partners, LLC | 0.02% | New | 15,357 | $447K |
| Founders Grove Wealth Partners, LLC | 0.10% | Add +0.8% | 15,285 | $445K |
| Legend Financial Advisors, Inc. | 0.29% | Reduce -34.8% | 15,257 | $444K |
| Advisor OS, LLC | 0.03% | Reduce -0.8% | 15,255 | $444K |
| ZynergyRetirementPlanningLLC | 0.27% | Reduce -8.8% | 15,250 | $444K |
| Arkos Global Advisors | 0.06% | No change | 15,200 | $443K |
| IVC Wealth Advisors LLC | 0.19% | Reduce -9.6% | 15,148 | $441K |
| Granite Bay Wealth Management, LLC | 0.09% | Add +0.1% | 15,022 | $438K |
| Grey Fox Wealth Advisors, LLC | 0.08% | Reduce -5.7% | 14,956 | $436K |
| Manske Wealth Management | 0.12% | No change | 14,938 | $435K |
| Modern Wealth Management, LLC | 0.01% | Reduce -83.6% | 14,794 | $435K |
| Colton Groome Financial Advisors, LLC | 0.12% | Reduce -18.4% | 14,934 | $435K |
| Keenan, LLC | 0.37% | Add +0.0% | 14,921 | $435K |
| West Branch Capital LLC | 0.12% | Add +0.1% | 14,878 | $433K |
| Swmg, LLC | 0.12% | Add +0.6% | 14,795 | $431K |
| Keybank National Association | 0.00% | Reduce -2.6% | 14,748 | $430K |
| CPC Advisors, LLC | 0.07% | No change | 14,719 | $429K |
| Patten & Patten Inc. | 0.03% | Add +6.4% | 14,652 | $427K |
| Red Door Wealth Management, LLC | 0.04% | Add +0.1% | 14,616 | $426K |
| Wulff, Hansen & Co. | 0.43% | Add +9.4% | 14,515 | $423K |
| Fairman Group, LLC | 0.36% | Add +0.1% | 14,484 | $422K |
| Dearborn Partners LLC | 0.02% | Add +80.6% | 14,450 | $421K |
| PUREfi Wealth, LLC | 0.27% | No change | 14,400 | $419K |
| Klingman & Associates, LLC | 0.02% | Reduce -13.0% | 14,381 | $419K |
| Jamison Private Wealth Management, Inc. | 0.05% | Add +6.2% | 14,316 | $417K |
| Falcon Wealth Planning | 0.03% | Add +8.1% | 14,305 | $417K |
| Tull Financial Group, Inc. | 0.19% | Reduce -4.3% | 14,261 | $415K |
| Salem Investment Counselors Inc. | 0.01% | Add +49.3% | 14,197 | $414K |
| TFB Advisors LLC | 0.22% | Reduce -51.8% | 14,128 | $412K |
| Glass Jacobson Investment Advisors llc | 0.14% | Add +208.4% | 14,065 | $410K |
| Financial Planning Fort Collins, LLC | 0.32% | Reduce -6.2% | 12,392 | $408K |
| Argent Trust Co | 0.01% | Add +0.0% | 13,979 | $407K |
| Patrick M Sweeney & Associates, Inc. | 0.26% | Add +1.8% | 13,863 | $404K |
| Yoffe Investment Management, LLC | 0.52% | No change | 13,824 | $403K |
| Pursue Wealth Partners LLC | 0.24% | No change | 13,720 | $400K |
| Private Management Group Inc. | 0.01% | Add +0.1% | 13,731 | $400K |
| Asio Capital, LLC | 0.06% | No change | 13,716 | $400K |
| Investment Research Partners LLC | 0.16% | Reduce -2.6% | 13,697 | $399K |
| Ankerstar Wealth, LLC | 0.42% | Reduce -24.9% | 13,660 | $398K |
| Stokes Family Office, LLC | 0.04% | Reduce -10.8% | 13,596 | $396K |
| Marshall Investment Management, LLC | 0.19% | Reduce -1.1% | 13,506 | $393K |
| Ascension Capital Advisors, Inc. | 0.12% | Add +21.3% | 13,503 | $393K |
| Beacon Financial Group | 0.04% | Reduce -4.2% | 13,407 | $391K |
| Sentinel Pension Advisors, LLC | 0.06% | Reduce -4.4% | 13,406 | $391K |
| Investments & Financial Planning, LLC | 0.21% | Add +12.7% | 13,391 | $390K |
| KERR FINANCIAL PLANNING Corp | 0.28% | Add +0.1% | 11,931 | $390K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -2.4% | 13,373 | $390K |
| CCG Wealth Management, LLC | 0.11% | Add +7.5% | 13,347 | $389K |
| Wealth Effects LLC | 0.14% | No change | 13,318 | $388K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -17.4% | 13,303 | $388K |
| Fearless Solutions, LLC dba Best Invest | 0.23% | Reduce -6.3% | 13,284 | $387K |
| Smith Salley Wealth Management | 0.02% | Reduce -5.9% | 13,219 | $385K |
| Hershey Financial Advisers, LLC | 0.33% | Reduce -12.3% | 13,211 | $385K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +63.5% | 13,204 | $385K |
| Traphagen Investment Advisors LLC | 0.03% | Add +2.5% | 13,130 | $382K |
| SageGuard Financial Group, LLC | 0.06% | Reduce -37.4% | 13,065 | $381K |
| Ipsen Advisor Group LLC | 0.27% | Reduce -9.6% | 13,025 | $379K |
| D L Carlson Investment Group Inc. | 0.07% | Reduce -15.2% | 13,024 | $379K |
| QRG Capital Management, Inc. | 0.00% | Add +42.7% | 12,996 | $379K |
| ForthRight Wealth Management, LLC | 0.11% | No change | 12,925 | $377K |
| Aegis Wealth Management, Inc. | 0.29% | Reduce -3.2% | 12,861 | $375K |
| Coordinated Financial Services, Inc. | 0.22% | Add +1.2% | 12,773 | $372K |
| SOA Wealth Advisors, LLC. | 0.07% | Reduce -4.1% | 12,747 | $371K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 12,676 | $369K |
| RHS Financial, LLC | 0.17% | Reduce -4.5% | 12,652 | $369K |
| Financial Management Professionals, Inc. | 0.04% | Reduce -99.3% | 12,639 | $368K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -6.6% | 12,581 | $366K |
| Godsey & Gibb, Inc. | 0.03% | Reduce -4.0% | 12,553 | $366K |
| Firestone Capital Management | 0.08% | Add +1.3% | 12,530 | $365K |
| Private Trust Co. NA | 0.03% | Reduce -32.4% | 12,522 | $365K |
| Hudock, Inc. | 0.05% | Add +0.0% | 12,515 | $365K |
| Trust Co. of Toledo NA | 0.03% | Add +4.1% | 12,492 | $364K |
| LFG Wealth Partners, LLC | 0.22% | Add +55.7% | 12,489 | $364K |
| Zacks Investment Management | 0.00% | Reduce -0.3% | 12,489 | $364K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | No change | 12,419 | $362K |
| Retireful, LLC | 0.51% | New | 11,899 | $361K |
| Meridian Financial Advisors, LLC | 0.20% | Reduce -1.0% | 12,363 | $360K |
| OFS Enterprise LLC | 0.11% | — | 12,345 | $360K |
| Plan A Wealth LLC | 0.17% | Add +25.4% | 12,337 | $359K |
| Finer Wealth Management, Inc. | 0.18% | Reduce -2.4% | 12,259 | $357K |
| Summit Global Investments | 0.02% | Reduce -1.2% | 12,259 | $357K |
| Fulton Bank, N.A. | 0.01% | No change | 12,244 | $357K |
| Cannon Financial Strategists, Inc. | 0.05% | Add +34.0% | 12,176 | $355K |
| NTV Asset Management LLC | 0.04% | No change | 12,173 | $355K |
| URS Advisory LLC | 0.26% | Add +2.3% | 12,015 | $350K |
| AMG National Trust Bank | 0.01% | Reduce -8.4% | 12,000 | $350K |
| Vectors Research Management, LLC | 0.10% | Reduce -14.9% | 11,995 | $349K |
| Courier Capital LLC | 0.02% | Reduce -14.9% | 11,995 | $349K |
| Coastwise Capital Group, LLC | 0.19% | Reduce -2.3% | 11,886 | $346K |
| Ritter Daniher Financial Advisory LLC / DE | 0.06% | Add +0.4% | 11,855 | $345K |
| Carter Financial, LLC | 0.30% | New | 11,834 | $345K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +7.6% | 11,788 | $343K |
| Aspire Capital Advisors LLC | 0.08% | Reduce -4.5% | 11,769 | $343K |
| Painted Porch Advisors LLC | 0.16% | Add +0.8% | 11,744 | $342K |
| Total Investment Management Inc. | 0.04% | No change | 11,734 | $342K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -91.7% | 10,445 | $342K |
| Catalyst Investment Management LLC | 0.38% | Reduce -84.2% | 10,461 | $341K |
| Fragasso Financial Advisors Inc | 0.02% | Add +41.1% | 11,508 | $340K |
| Tred Avon Family Wealth, LLC | 0.11% | No change | 11,670 | $340K |
| Paladin Advisory Group, LLC | 0.26% | No change | 11,613 | $338K |
| Hamilton Capital, LLC | 0.02% | No change | 11,610 | $338K |
| Rossmore Private Capital | 0.03% | No change | 11,580 | $337K |
| Evolution Advisers, Inc. | 0.14% | Add +342.7% | 11,589 | $337K |
| Seascape Capital Management | 0.10% | Add +0.1% | 11,580 | $337K |
| Sunrise Financial Services, LLC | 0.24% | Add +10.9% | 11,558 | $337K |
| Range Advisory, LLC | 0.06% | Add +11.8% | 11,541 | $336K |
| Axis Wealth Partners, LLC | 0.18% | Reduce -1.3% | 11,525 | $336K |
| Stratos Investment Management, LLC | 0.01% | Reduce -12.8% | 11,518 | $336K |
| NWK Group, Inc. | 0.13% | Reduce -3.4% | 11,504 | $335K |
| American Financial & Tax Strategies Inc. | 0.16% | No change | 11,488 | $335K |
| Uptown Financial Advisors LLC | 0.27% | No change | 11,476 | $334K |
| Olde Wealth Management, LLC | 0.11% | New | 11,500 | $334K |
| IMC-Chicago, LLC | 0.01% | Reduce -43.1% | 11,451 | $334K |
| Hutchens & Kramer Investment Management Group, LLC | 0.10% | Reduce -0.3% | 11,321 | $330K |
| Ted Buchan & Co | 0.12% | Reduce -5.8% | 11,284 | $329K |
| Capital Asset Advisory Services LLC | 0.01% | New | 10,100 | $329K |
| Delta Investment Management, LLC | 0.06% | Add +12.0% | 11,276 | $328K |
| LaFleur & Godfrey LLC | 0.04% | Reduce -2.3% | 11,255 | $328K |
| American Money Management, LLC | 0.05% | Add +0.1% | 11,238 | $327K |
| Seeds Investor LLC | 0.04% | New | 10,386 | $327K |
| Access Financial Services, Inc. | 0.12% | Reduce -19.7% | 11,190 | $326K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -5.0% | 11,165 | $325K |
| Gradient Investments LLC | 0.01% | No change | 11,131 | $324K |
| Capital Investment Counsel, LLC | 0.04% | Add +9.5% | 11,129 | $324K |
| Teamwork Financial Advisors, LLC | 0.04% | Add +1.8% | 11,104 | $323K |
| Bridges Investment Management Inc. | 0.00% | New | 11,085 | $323K |
| Victrix Investment Advisors | 0.12% | Add +2.0% | 11,084 | $323K |
| Round Rock Advisors LLC | 0.05% | Add +5.9% | 11,083 | $323K |
| Summit Financial Consulting LLC | 0.23% | Add +0.6% | 11,064 | $322K |
| TPG Advisors LLC | 0.20% | No change | 11,053 | $322K |
| Omega Financial Group, LLC | 0.11% | Reduce -8.2% | 11,045 | $322K |
| Diversified Investment Strategies, LLC | 0.21% | No change | 11,036 | $321K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -63.7% | 10,926 | $318K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -0.2% | 10,921 | $318K |
| Stenger Family Office, LLC | 0.06% | Add +24.7% | 9,624 | $318K |
| GoalVest Advisory LLC | 0.06% | No change | 10,896 | $317K |
| Earned Wealth Advisors, LLC | 0.02% | Reduce -0.4% | 10,879 | $317K |
| Adamsbrown Wealth Consultants LLC | 0.08% | Reduce -0.4% | 10,863 | $316K |
| Naples Global Advisors, LLC | 0.02% | No change | 10,838 | $316K |
| IFC & Insurance Marketing, Inc. | 0.33% | Add +11.5% | 10,817 | $315K |
| Wealth Dimensions Group, Ltd. | 0.06% | New | 10,777 | $314K |
| Columbia Bank | 0.09% | No change | 10,740 | $313K |
| Debussy Capital Management LP | 0.04% | No change | 10,689 | $311K |
| BTC Capital Management, Inc. | 0.02% | New | 10,688 | $311K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 10,688 | $311K |
| Strategic Equity Management | 0.12% | No change | 10,623 | $309K |
| Pinkerton Wealth, LLC | 0.03% | No change | 9,464 | $309K |
| Atlas Brown,Inc. | 0.09% | Add +0.1% | 10,594 | $309K |
| Trexquant Investment LP | 0.00% | Add +9.9% | 10,585 | $308K |
| Balefire, LLC | 0.06% | Add +4.0% | 10,543 | $307K |
| Koss-Olinger Consulting, LLC | 0.03% | Reduce -0.4% | 10,540 | $307K |
| Investment Planning Advisors, Inc. | 0.08% | Add +27.8% | 10,522 | $307K |
| Albion Financial Group | 0.02% | Add +0.4% | 10,498 | $306K |
| Cascade Wealth Advisors, Inc | 0.13% | No change | 8,962 | $306K |
| Harvest Investment Services, LLC | 0.06% | Add +1.1% | 10,437 | $304K |
| Cadia Private Client LLC | 0.25% | Reduce -29.2% | 10,419 | $304K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Reduce -13.6% | 10,305 | $300K |
| Western Reserve Capital Management, LLC | 0.25% | Add +7.0% | 10,298 | $300K |
| Evermay Wealth Management LLC | 0.03% | No change | 10,269 | $299K |
| CWA Asset Management Group, LLC | 0.01% | Add +48.8% | 10,258 | $299K |
| Liberty Square Wealth Partners LLC | 0.08% | Reduce -1.2% | 10,252 | $299K |
| REDW Wealth LLC | 0.12% | No change | 10,248 | $299K |
| Basepoint Wealth LLC | 0.17% | Add +23.1% | 10,245 | $298K |
| Mason & Associates Inc | 0.06% | No change | 10,560 | $297K |
| Bauman Advisory Group, LLC | 0.21% | Reduce -95.8% | 10,166 | $296K |
| Tannin Capital LLC | 0.21% | Reduce -0.3% | 10,095 | $294K |
| Bright Futures Wealth Management, LLC. | 0.20% | Add +8.2% | 10,084 | $294K |
| Financial Management, Inc. | 0.28% | Reduce -11.8% | 10,061 | $293K |
| Level Four Advisory Services, LLC | 0.01% | New | 10,040 | $292K |
| Accelerate Investment Advisors LLC | 0.20% | Add +2.3% | 10,019 | $292K |
| Jackson Thornton Wealth Management, LLC | 0.03% | No change | 9,490 | $290K |
| Canandaigua National Corp. | 0.03% | — | 9,936 | $289K |
| Sage Investment Counsel LLC | 0.32% | Add +4.0% | 9,929 | $289K |
| Trust Co of the South | 0.05% | No change | 9,920 | $289K |
| VestGen Investment Management | 0.16% | No change | 9,908 | $289K |
| Kavar Capital Partners Group, LLC | 0.04% | Add +0.1% | 9,896 | $288K |
| Brightwater Advisory LLC | 0.19% | Add +4.5% | 9,837 | $287K |
| Studio Investment Management LLC | 0.05% | Add +14.5% | 9,836 | $287K |
| Orographic Financial Advisors, LLC | 0.20% | — | 9,849 | $286K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -0.7% | 9,803 | $286K |
| Check Capital Management Inc. | 0.02% | No change | 9,800 | $285K |
| LWM Advisors Inc. | 0.25% | Add +0.0% | 9,790 | $285K |
| Wescott Financial Advisory Group, LLC | 0.03% | Add +1.2% | 9,786 | $285K |
| Third View Private Wealth, LLC | 0.04% | New | 9,725 | $283K |
| Vaughan David Investments LLC | 0.01% | Add +0.1% | 9,707 | $283K |
| First National Trust Co | 0.01% | No change | 9,665 | $282K |
| Riverstone Advisors, LLC | 0.14% | No change | 9,664 | $282K |
| MJT & Associates Financial Advisory Group, Inc. | 0.21% | No change | 9,617 | $280K |
| Neuberger Berman Group LLC | 0.00% | No change | 9,570 | $279K |
| Seneca House Advisors | 0.11% | Reduce -4.1% | 9,502 | $277K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -2.6% | 9,492 | $277K |
| Palisade Asset Management, LLC | 0.03% | No change | 9,484 | $276K |
| City Center Advisors, LLC | 0.26% | Reduce -1.8% | 9,468 | $276K |
| Glenview Trust Co | 0.00% | No change | 9,368 | $273K |
| Glenmede Trust Co. NA | 0.00% | Add +19.5% | 9,366 | $273K |
| Walkner Condon Financial Advisors LLC | 0.04% | Add +2.4% | 9,324 | $272K |
| Bouchey Financial Group, Ltd. | 0.02% | Add +11.8% | 8,912 | $271K |
| Latitude Advisors, LLC | 0.12% | Add +2.7% | 9,279 | $270K |
| Morton Brown Family Wealth, LLC | 0.07% | No change | 9,185 | $268K |
| Integrity Financial Corp | 0.13% | Reduce -50.5% | 9,169 | $267K |
| AssuredPartners Investment Advisors, LLC | 0.03% | Reduce -3.7% | 9,036 | $267K |
| Bridgewater Advisors Inc. | 0.02% | Add +0.0% | 7,759 | $266K |
| Rice Partnership, LLC | 0.04% | No change | 9,137 | $266K |
| Manuka Financial, LLC | 0.16% | Reduce -20.7% | 9,065 | $264K |
| Copley Financial Group, Inc. | 0.16% | Reduce -5.6% | 9,045 | $263K |
| Johnson Bixby & Associates, LLC | 0.03% | New | 9,034 | $263K |
| Motco | 0.02% | Add +1543.7% | 8,991 | $262K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 8,990 | $262K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 8,989 | $262K |
| Saxon Interests, Inc. | 0.09% | No change | 8,984 | $262K |
| Prepared Retirement Institute LLC | 0.13% | Add +6.3% | 8,951 | $261K |
| Legacy Financial Group LLC | 0.03% | Add +0.1% | 8,937 | $260K |
| Pathway Financial Advisers, LLC | 0.07% | Add +25.4% | 8,928 | $260K |
| PFG Investments, LLC | 0.01% | Add +42.9% | 8,779 | $256K |
| Operose Advisors LLC | 0.06% | Reduce -4.7% | 8,759 | $255K |
| Pennington Partners & Co., LLC | 0.09% | New | 8,754 | $255K |
| Keystone Wealth Services, LLC | 0.05% | Reduce -19.9% | 8,752 | $255K |
| Pathfinder Wealth Consulting, Inc. | 0.16% | No change | 8,735 | $254K |
| ERn Financial, LLC | 0.05% | Add +39.0% | 8,734 | $254K |
| Fonville Wealth Management LLC | 0.05% | Add +1.8% | 8,689 | $253K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +0.1% | 8,665 | $252K |
| One Wealth Capital Management, LLC | 0.11% | Reduce -9.5% | 7,691 | $252K |
| Empower Advisory Group, LLC | 0.00% | New | 8,588 | $250K |
| Fourth Dimension Wealth, LLC | 0.09% | Add +1.7% | 8,548 | $249K |
| SG Americas Securities, LLC | 0.00% | New | 8,534 | $249K |
| Mirador Capital Partners LP | 0.04% | Add +2.7% | 8,511 | $248K |
| Fulcrum Equity Management | 0.24% | Reduce -68.9% | 8,481 | $247K |
| Weitzel Financial Services, Inc. | 0.09% | Add +8.2% | 8,397 | $246K |
| Summit Wealth Group, LLC | 0.06% | No change | 8,456 | $246K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 8,455 | $246K |
| Telos Capital Management, Inc. | 0.02% | Reduce -3.4% | 8,448 | $246K |
| River Wealth Advisors LLC | 0.03% | New | 8,415 | $245K |
| Equita Financial Network, Inc. | 0.08% | Reduce -0.6% | 8,411 | $245K |
| McDonald Partners LLC | 0.06% | Add +4.7% | 8,405 | $245K |
| Accredited Investor Services, LLC | 0.16% | Reduce -13.3% | 8,387 | $244K |
| MCF Advisors LLC | 0.01% | Reduce -2.3% | 8,382 | $244K |
| Rehmann Capital Advisory Group | 0.01% | New | 8,350 | $243K |
| Lanark Financial, Inc. | 0.02% | Reduce -14.5% | 8,342 | $243K |
| Franklin Resources Inc. | 0.00% | No change | 8,328 | $243K |
| Cypress Capital Management LLC (WY) | 0.23% | Add +1.5% | 8,246 | $240K |
| Emprise Bank | 0.10% | No change | 8,227 | $240K |
| Davis Wealth Advisors, LLC | 0.20% | Reduce -9.9% | 8,218 | $239K |
| TrustWell Financial Advisors, LLC | 0.22% | Reduce -1.7% | 8,167 | $238K |
| Trust Point Inc. | 0.02% | New | 8,167 | $238K |
| Wolff Financial Management LLC | 0.05% | No change | 8,083 | $235K |
| Morris Financial Concepts, Inc. | 0.08% | No change | 8,076 | $235K |
| SeaBridge Investment Advisors LLC | 0.04% | No change | 8,048 | $234K |
| Montz Harcus Wealth Management LLC | 0.09% | Reduce -15.5% | 8,032 | $234K |
| Mid-American Wealth Advisory Group, Inc. | 0.10% | No change | 7,152 | $233K |
| Gotham Asset Management | 0.00% | Reduce -50.0% | 8,000 | $233K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +9.1% | 7,999 | $233K |
| Fiduciary Family Office, LLC | 0.07% | Reduce -19.4% | 7,995 | $233K |
| Saxony Capital Management, LLC | 0.14% | Add +24.4% | 7,992 | $233K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 7,916 | $231K |
| Fort Point Capital Partners LLC | 0.03% | No change | 7,907 | $230K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.0% | 7,896 | $230K |
| Aull & Monroe Investment Management Corp | 0.11% | Add +7.6% | 7,889 | $230K |
| Hartline Investment Corp./ | 0.03% | Reduce -0.6% | 7,854 | $229K |
| William Howard & Co Financial Advisors Inc | 0.20% | Reduce -3.7% | 7,849 | $229K |
| EJMK Ventures LLC | 0.13% | Reduce -10.5% | 7,810 | $228K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | No change | 7,802 | $227K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -21.9% | 7,763 | $226K |
| LPWM LLC | 0.06% | New | 7,761 | $226K |
| Navis Wealth Advisors, LLC | 0.12% | No change | 7,758 | $226K |
| Virtue Capital Management, LLC | 0.03% | Add +0.0% | 8,039 | $226K |
| W1M Asset Management Ltd | 0.00% | Reduce -5.6% | 7,744 | $226K |
| Qube Research & Technologies Ltd | 0.00% | Add +68.2% | 7,725 | $225K |
| Barclays PLC | 0.00% | New | 7,720 | $225K |
| Elevation Wealth Partners, LLC | 0.08% | No change | 7,706 | $224K |
| Crewe Advisors LLC | 0.02% | Add +0.0% | 7,699 | $224K |
| Penobscot Wealth Management | 0.07% | Add +0.1% | 7,673 | $224K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | Add +6.8% | 7,631 | $222K |
| Redwood Investment Management, LLC | 0.03% | Add +0.1% | 7,588 | $221K |
| Cladis Investment Advisory, LLC | 0.12% | No change | 7,536 | $220K |
| Wingate Wealth Advisors, Inc. | 0.12% | New | 7,515 | $219K |
| Summitry LLC | 0.01% | New | 7,461 | $217K |
| Discipline Wealth Solutions, LLC | 0.02% | New | 7,461 | $217K |
| Headlands Technologies LLC | 0.02% | New | 7,410 | $216K |
| Welch Financial Planning, LLC | 0.15% | No change | 7,392 | $215K |
| BNC Wealth Management, LLC | 0.06% | Reduce -0.3% | 7,376 | $215K |
| Laurel Oak Wealth Management, LLC | 0.04% | Reduce -5.9% | 7,357 | $214K |
| Bellwether Advisors, LLC | 0.04% | No change | 7,341 | $214K |
| FF Advisors,LLC | 0.09% | New | 6,580 | $213K |
| Tanager Wealth Management LLP | 0.02% | No change | 7,323 | $213K |
| Holderness Investments Co. | 0.04% | Add +9.0% | 7,295 | $213K |
| Naviter Wealth, LLC | 0.03% | No change | 7,286 | $212K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -21.3% | 7,231 | $211K |
| Decision Investments, Inc. | 0.24% | No change | 7,200 | $210K |
| Crusonia Wealth Advisors LLC | 0.04% | Add +14.3% | 7,183 | $209K |
| Centurion Wealth Management LLC | 0.05% | New | 7,156 | $208K |
| Intrua Financial, LLC | 0.02% | Add +0.1% | 7,121 | $207K |
| Cora Capital Advisors LLC | 0.07% | New | 7,118 | $207K |
| Foguth Wealth Management, LLC. | 0.02% | New | 5,897 | $207K |
| Banque Cantonale Vaudoise | 0.01% | No change | 7,117 | $207K |
| Ingalls & Snyder LLC | 0.01% | No change | 7,100 | $207K |
| Berkeley Capital Partners, LLC | 0.05% | Reduce -6.9% | 7,100 | $207K |
| Meyer Handelman Co. | 0.01% | No change | 7,096 | $207K |
| Lathrop Investment Management Co. | 0.04% | Reduce -15.7% | 7,068 | $206K |
| Tulsa Wealth Advisors, INC | 0.04% | New | 7,055 | $205K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 7,007 | $204K |
| Apollon Financial, LLC | 0.03% | No change | 6,986 | $204K |
| Equitable Trust Co. | 0.01% | New | 6,964 | $203K |
| American Institute for Advanced Investment Management, LLP | 0.13% | Reduce -8.6% | 6,950 | $202K |
| Forza Wealth Management, LLC | 0.07% | No change | 6,948 | $202K |
| Axim Planning & Wealth | 0.24% | New | 6,884 | $201K |
| Vanguard National Trust Co | 0.01% | — | 6,807 | $198K |
| Strive Financial Group ,LLC | 0.10% | Add +0.9% | 6,674 | $194K |
| Palouse Capital Management, Inc. | 0.13% | Add +0.3% | 6,468 | $188K |
| Pittenger & Anderson Inc. | 0.01% | Reduce -17.7% | 6,432 | $187K |
| Piscataqua Savings Bank | 0.13% | New | 6,334 | $185K |
| Beacon Financial Strategies CORP | 0.10% | No change | 6,187 | $180K |
| Merkkuri Wealth Advisors LLC | 0.12% | Add +0.1% | 6,162 | $179K |
| Anchor Investment Management, LLC | 0.01% | No change | 6,078 | $177K |
| Heritage Wealth Advisors | 0.01% | Reduce -2.8% | 5,960 | $174K |
| Pflug Koory, LLC | 0.08% | Add +0.1% | 5,876 | $171K |
| Quent Capital, LLC | 0.01% | Reduce -4.5% | 5,846 | $170K |
| Clearstead Trust, LLC | 0.03% | No change | 5,756 | $168K |
| Richards, Merrill & Peterson, Inc. | 0.06% | Reduce -25.4% | 5,718 | $167K |
| United Community Bank | 0.05% | No change | 5,600 | $163K |
| Bell Investment Advisors, Inc | 0.03% | Add +7.4% | 5,589 | $163K |
| National Bank of Canada | 0.00% | Reduce -99.0% | 5,500 | $161K |
| Forum Finance Group S.A. | 0.09% | — | 6,700 | $158K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.3% | 5,365 | $156K |
| Kennebec Savings Bank | 0.14% | Add +0.1% | 5,248 | $153K |
| Sound Income Strategies, LLC | 0.01% | Add +634.3% | 5,184 | $152K |
| Magnolia Wealth Management, LLC | 0.09% | New | 5,200 | $151K |
| Quadrant Capital Group LLC | 0.00% | Reduce -6.0% | 5,056 | $147K |
| Washington Trust Advisors, Inc. | 0.01% | Add +0.1% | 4,998 | $146K |
| TD Capital Management LLC | 0.01% | Add +0.1% | 4,923 | $143K |
| First Horizon Corp. | 0.01% | No change | 4,800 | $140K |
| Lodestone Wealth Management LLC | 0.06% | Add +0.3% | 4,799 | $140K |
| Tucker Asset Management LLC | 0.04% | Reduce -21.0% | 4,605 | $134K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -2.1% | 4,465 | $130K |
| Citizens National Bank Trust Department | 0.02% | No change | 4,340 | $126K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 4,268 | $124K |
| Main Street Group, LTD | 0.04% | New | 4,240 | $124K |
| Strategic Advisory Partners, LLC | 0.10% | New | 4,168 | $121K |
| Cascades Capital Asset Management, LLC | 0.05% | No change | 4,114 | $120K |
| Versant Capital Management, Inc | 0.01% | Add +0.1% | 4,099 | $119K |
| Mb, Levis & Associates, LLC | 0.05% | Add +0.1% | 4,032 | $117K |
| Sfam, LLC | 0.11% | Reduce -10.8% | 4,025 | $117K |
| Legacy Bridge, LLC | 0.04% | No change | 4,000 | $117K |
| C M Bidwell & Associates Ltd. | 0.05% | Reduce -0.1% | 3,907 | $114K |
| Friedenthal Financial | 0.06% | No change | 3,894 | $113K |
| HM Payson & Co. | 0.00% | Reduce -28.0% | 3,813 | $111K |
| Abound Wealth Management | 0.03% | Add +96.3% | 3,770 | $110K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -1.5% | 3,762 | $110K |
| Pinney & Scofield, Inc. | 0.06% | No change | 3,760 | $110K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +0.1% | 3,673 | $107K |
| YANKCOM Partnership | 0.04% | Reduce -21.3% | 3,628 | $106K |
| Wolff Wiese Magana LLC | 0.06% | Reduce -0.1% | 3,564 | $104K |
| Tsfg, LLC | 0.02% | No change | 3,493 | $102K |
| Tidemark, LLC | 0.02% | No change | 3,278 | $95K |
| Toth Financial Advisory Corp. | 0.01% | Add +0.2% | 3,276 | $95K |
| Armor Investment Advisors, LLC | 0.03% | No change | 3,260 | $95K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,128 | $91K |
| St Germain D J Co. Inc. | 0.00% | Add +0.0% | 3,012 | $88K |
| Retiremitten Financial LLC | 0.04% | — | 2,959 | $86K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 2,880 | $84K |
| Stone House Investment Management, LLC | 0.01% | Add +52.6% | 2,871 | $84K |
| Burk Holdings LLC | 0.04% | New | 2,864 | $83K |
| Trust Co | 0.01% | Add +60.4% | 2,685 | $78K |
| WealthCollab, LLC | 0.03% | No change | 2,621 | $76K |
| Cheviot Value Management, LLC | 0.01% | Add +0.1% | 2,521 | $73K |
| Napier Financial, LLC | 0.02% | New | 2,521 | $73K |
| Longview Financial Advisors LLC | 0.04% | No change | 2,509 | $73K |
| MPWM Advisory Solutions, LLC | 0.04% | New | 2,503 | $73K |
| Evolution Wealth Management Inc. | 0.05% | Add +24.6% | 2,478 | $72K |
| Kozak & Associates, Inc. | 0.01% | Add +0.1% | 2,284 | $71K |
| Blume Capital Management, Inc. | 0.01% | No change | 2,400 | $70K |
| Horizon Financial Services, LLC | 0.03% | No change | 2,332 | $68K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -43.6% | 2,329 | $68K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 2,314 | $67K |
| Johnson Financial Group, Inc. | 0.00% | No change | 2,300 | $67K |
| Dunhill Financial, LLC | 0.02% | Reduce -1.7% | 2,294 | $67K |
| Highline Wealth Partners LLC | 0.02% | No change | 2,284 | $67K |
| Wellington Grp LLC | 0.02% | Reduce -23.4% | 2,150 | $63K |
| City Holding Co. | 0.01% | No change | 2,100 | $61K |
| Caitlin John, LLC | 0.04% | Add +11.7% | 2,099 | $61K |
| Pinnacle Holdings, LLC | 0.02% | New | 2,068 | $60K |
| HighMark Wealth Management LLC | 0.02% | Reduce -77.7% | 2,056 | $60K |
| Zions Bancorporation, National Association | 0.00% | New | 2,007 | $58K |
| Atlantic Union Bankshares Corp | 0.00% | Add +72.9% | 1,994 | $58K |
| Whipplewood Advisors, LLC | 0.03% | No change | 1,964 | $57K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 1,927 | $56K |
| JNBA Financial Advisors | 0.00% | Reduce -34.5% | 1,918 | $56K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 1,912 | $56K |
| MTM Investment Management, LLC | 0.02% | No change | 1,895 | $55K |
| Lloyd Advisory Services, LLC. | 0.02% | Reduce -0.7% | 1,879 | $55K |
| Kingdom Financial Group LLC. | 0.02% | Add +24.8% | 1,879 | $55K |
| Dorato Capital Management | 0.04% | No change | 1,776 | $54K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 1,847 | $54K |
| JPL Wealth Management, LLC | 0.01% | New | 1,840 | $54K |
| Bangor Savings Bank | 0.00% | Reduce -9.8% | 1,840 | $54K |
| Creative Capital Management Investments LLC | 0.02% | Add +0.7% | 1,838 | $54K |
| Bernard Wealth Management Corp. | 0.02% | Add +0.1% | 1,816 | $53K |
| Scarborough Advisors, LLC | 0.01% | New | 1,810 | $53K |
| GAMMA Investing LLC | 0.00% | Add +2560.3% | 1,809 | $53K |
| Roxbury Financial LLC | 0.05% | Reduce -0.2% | 1,796 | $52K |
| McIlrath & Eck, LLC | 0.00% | No change | 1,785 | $52K |
| SHP Wealth Management | 0.00% | Reduce -23.0% | 1,757 | $51K |
| Owl Creek Wealth Partners LLC | 0.02% | — | 1,718 | $50K |
| West Paces Advisors Inc. | 0.01% | No change | 1,708 | $50K |
| Simplex Trading, LLC | 0.00% | New | 1,701 | $50K |
| MBM Wealth Consultants, LLC | 0.01% | New | 1,653 | $48K |
| IFG Advisory, LLC | 0.13% | Reduce -97.3% | 1,616 | $47K |
| SouthState Bank Corp | 0.00% | Reduce -70.2% | 1,609 | $47K |
| Avalon Trust Co | 0.00% | No change | 1,600 | $47K |
| True Wealth Design, LLC | 0.01% | New | 1,551 | $45K |
| Roble, Belko & Company, Inc | 0.01% | Add +0.8% | 1,554 | $45K |
| McGuire Capital Advisors Inc. | 0.03% | No change | 1,516 | $44K |
| Synergy Investment Management, LLC | 0.01% | New | 1,469 | $43K |
| Founders Capital Management | 0.02% | Add +1.3% | 1,454 | $42K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 1,450 | $42K |
| Manning & Napier Advisors LLC | 0.00% | No change | 1,500 | $42K |
| Community Financial Services Group, LLC | 0.01% | New | 1,368 | $40K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 1,307 | $38K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1,304 | $38K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,234 | $36K |
| Y.D. More Investments Ltd | 0.00% | No change | 1,122 | $32K |
| Kilter Group LLC | 0.01% | Reduce -86.9% | 1,078 | $31K |
| Group One Trading LLC | 0.00% | Reduce -96.4% | 1,050 | $31K |
| Phillips Financial Management, LLC | 0.00% | No change | 1,016 | $30K |
| Center for Financial Planning, Inc. | 0.00% | New | 951 | $28K |
| Key Financial Inc | 0.00% | No change | 921 | $27K |
| Philadelphia Investment Partners, LLC | 0.02% | — | 888 | $26K |
| Valued Wealth Advisors LLC | 0.01% | Add +17.3% | 870 | $25K |
| Howe & Rusling Inc. | 0.00% | Add +12.5% | 864 | $25K |
| Advisortrust Partners, LLC | 0.01% | New | 861 | $25K |
| SWAN Capital LLC | 0.01% | Reduce -53.9% | 853 | $25K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 818 | $24K |
| Raffa Wealth Management, LLC | 0.00% | No change | 815 | $24K |
| TD Waterhouse Canada Inc. | 0.00% | New | 800 | $24K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | No change | 805 | $23K |
| Westfuller Advisors, LLC | 0.01% | No change | 802 | $23K |
| CGC Financial Services, LLC | 0.01% | Reduce -24.5% | 800 | $23K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 796 | $23K |
| Crews Bank & Trust | 0.00% | No change | 774 | $23K |
| Atwood & Palmer Inc. | 0.00% | Add +0.1% | 766 | $22K |
| Activest Wealth Management | 0.00% | Add +0.3% | 750 | $22K |
| Evergreen Advisors, LLC | 0.01% | New | 725 | $21K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +80.5% | 722 | $21K |
| Beacon Capital Management, Inc. | 0.00% | Add +281.5% | 702 | $20K |
| Basso Capital Management, L.P. | 0.01% | No change | 692 | $20K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 657 | $19K |
| Anfield Capital Management, LLC | 0.01% | No change | 648 | $19K |
| GGM Financial LLC | 0.01% | Add +0.2% | 644 | $19K |
| REAP Financial Group, LLC | 0.00% | Reduce -58.5% | 630 | $18K |
| Colonial Trust Advisors | 0.00% | No change | 625 | $18K |
| Investment Research & Advisory Group, Inc. | 0.01% | Add +0.7% | 616 | $18K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 609 | $18K |
| Aberdeen Wealth Management LLC | 0.01% | Reduce -8.4% | 600 | $17K |
| Alerus Financial NA | 0.00% | No change | 580 | $17K |
| Rothschild Investment LLC | 0.00% | Add +0.2% | 576 | $17K |
| Topsail Wealth Management, LLC | 0.00% | New | 561 | $16K |
| Triumph Capital Management | 0.00% | Add +135.2% | 555 | $16K |
| Mosley Wealth Management | 0.01% | New | 504 | $16K |
| Vision Retirement, LLC | 0.00% | New | 539 | $16K |
| Noble Wealth Management PBC | 0.01% | Reduce -22.1% | 528 | $15K |
| JDM Financial Group LLC | 0.01% | No change | 512 | $15K |
| True Link Financial Advisors, LLC | 0.00% | New | 512 | $15K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 501 | $15K |
| Richardson Financial Services Inc. | 0.01% | New | 492 | $14K |
| Oakworth Capital, Inc. | 0.00% | No change | 483 | $14K |
| Chesapeake Asset Management LLC | 0.01% | No change | 480 | $14K |
| Morse Asset Management, Inc | 0.00% | Reduce -1.7% | 467 | $14K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 460 | $13K |
| LRI Investments, LLC | 0.00% | No change | 448 | $13K |
| NFSG Corp | 0.00% | Add +330.0% | 430 | $13K |
| 10Elms LLP | 0.01% | No change | 392 | $11K |
| City State Bank | 0.00% | Add +39.9% | 386 | $11K |
| First Community Trust NA | 0.01% | No change | 385 | $11K |
| Colonial Trust Co / SC | 0.00% | No change | 376 | $11K |
| Providence Capital Advisors, LLC | 0.00% | Reduce -85.5% | 375 | $11K |
| Osbon Capital Management LLC | 0.01% | No change | 347 | $10K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 354 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 336 | $10K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 304 | $9K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 301 | $9K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 300 | $9K |
| Archer Investment Corp | 0.00% | No change | 290 | $8K |
| Gilpin Wealth Management, LLC | 0.01% | New | 277 | $8K |
| Towne Trust Company, N.A | 0.00% | No change | 276 | $8K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 256 | $7K |
| Breakwater Investment Management | 0.00% | No change | 252 | $7K |
| Financial Life Planners | 0.01% | New | 251 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 248 | $7K |
| Wilkerson Advisory Group LLC | 0.00% | Reduce -0.4% | 233 | $7K |
| Key Capital Management, INC | 0.00% | Add +300.0% | 208 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 176 | $6K |
| DB Fitzpatrick & Co, Inc | 0.00% | Add +32.6% | 187 | $5K |
| Bokf, NA | 0.00% | New | 180 | $5K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 176 | $5K |
| Go Invest LLC | 0.00% | Add +135.1% | 174 | $5K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 151 | $4K |
| Hughes Financial Services, LLC | 0.00% | No change | 133 | $4K |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 124 | $4K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 118 | $3K |
| POM Investment Strategies, LLC | 0.00% | New | 100 | $3K |
| Spurstone Advisory Services, LLC | 0.05% | Reduce -14.3% | 96 | $3K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 95 | $3K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 76 | $2K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -71.0% | 73 | $2K |
| Robbins Farley | 0.00% | No change | 70 | $2K |
| Whittier Trust Co. | 0.00% | No change | 65 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 66 | $2K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -88.0% | 56 | $2K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -95.1% | 53 | $2K |
| Tompkins Financial Corp. | 0.00% | Reduce -100.0% | 45 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | Add +13.9% | 41 | $1K |
| Addison Advisors LLC | 0.00% | No change | 40 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 36 | $1K |
| Wall Street Financial Group, Inc. | 0.00% | New | 34 | $1K |
| PFC Capital Group, Inc. | 0.00% | New | 48 | $1K |
| Financially Speaking Inc | 0.00% | Reduce -100.0% | 34 | $991 |
| Curio Wealth, LLC | 0.00% | No change | 25 | $728 |
| Wagner Wealth Management, LLC | 0.00% | No change | 22 | $645 |
| Imprint Wealth LLC | 0.00% | No change | 20 | $583 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 20 | $583 |
| PFS Partners, LLC | 0.00% | No change | 14 | $408 |
| DecisionPoint Financial, LLC | 0.00% | No change | 13 | $379 |
| Nova Wealth Management, Inc. | 0.00% | Reduce -79.0% | 12 | $350 |
| Clayton Financial Group LLC | 0.00% | Reduce -10.0% | 9 | $262 |
| MRP Capital Investments, LLC | 0.00% | New | 8 | $234 |
| Eukles Asset Management | 0.00% | No change | 3 | $87 |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 1 | $39 |
| Truvestments Capital LLC | 0.00% | No change | 1 | $29 |
| High Note Wealth, LLC | 0.00% | No change | 1 | $26 |
"% 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.