Schwab US Large-Cap GrowthSCHGETF
13F holders, Q2 2026 (June 30)1,674holders +46
123new positions
74sold out
5famous investors
$33.81avg. 13F price*
At the end of Q2 2026, 1,674 institutions reported holding Schwab US Large-Cap Growth (SCHG) in their 13F filings, up 46 from Q1 2026. 123 opened new positions and 74 sold out. The largest holders were Charles Schwab Investment Management Inc. ($4.1B), Envestnet Asset Management Inc. ($2.1B) and Sei Investments Co. ($1.6B). 5 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Schwab US Large-Cap Growth
- CUSIP
- 808524300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 123 | $81.2M |
| Exits | 74 | $25.6M |
All 13F filers, Q1 2026 → Q2 2026: 122,383,864 shares bought and 75,220,594 shares sold, net +47,163,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,674 holders
| Charles Schwab Investment Management Inc. | 0.55% | Add +180.4% | 121,984,901 | $4.1B |
| Envestnet Asset Management Inc. | 0.49% | Reduce -4.2% | 61,784,989 | $2.1B |
| Sei Investments Co. | 1.42% | Add +0.2% | 47,660,218 | $1.6B |
| Financial Engines Advisors L.L.C. | 2.36% | Add +15.0% | 39,212,098 | $1.3B |
| LPL Financial LLC | 0.29% | Add +2.7% | 38,293,135 | $1.3B |
| Mariner, LLC | 0.68% | Reduce -2.3% | 19,308,603 | $653.4M |
| Cetera Investment Advisers | 0.59% | Add +6.0% | 19,036,117 | $644.2M |
| Osaic Holdings, Inc. | 0.73% | Add +1.1% | 18,396,878 | $622.6M |
| Vantagepoint Investment Advisers LLC | 4.32% | No change | 17,067,494 | $577.6M |
| Raymond James Financial Inc. | 0.16% | Add +7.2% | 16,967,726 | $574.2M |
| Ameriprise Financial Inc. | 0.11% | Reduce -2.5% | 16,012,825 | $542.1M |
| Avantax Planning Partners, Inc. | 12.59% | Reduce -0.5% | 14,951,817 | $506.0M |
| Fund Evaluation Group, LLC | 13.38% | Add +37.1% | 14,648,669 | $495.7M |
| Mather Group, Llc. | 3.84% | Reduce -70.1% | 13,008,967 | $440.2M |
| Northwestern Mutual Wealth Management Co. | 0.20% | Add +8.1% | 10,969,343 | $371.2M |
| MML Investors Services, LLC | 0.75% | Add +19.5% | 10,841,383 | $366.9M |
| Wells Fargo & Company | 0.06% | Add +21.5% | 10,473,435 | $354.4M |
| Morgan Stanley | 0.02% | Add +2.3% | 9,519,537 | $322.1M |
| McAdam, LLC | 11.16% | Add +15.2% | 8,537,060 | $288.9M |
| Bank of America Corp. | 0.02% | Reduce -15.6% | 8,445,311 | $285.8M |
| JPMorgan Chase & Co. | 0.02% | Add +4.0% | 8,221,023 | $275.1M |
| OneDigital Investment Advisors LLC | 2.22% | Add +3.9% | 7,776,295 | $263.1M |
| HighTower Advisors, LLC | 0.24% | Reduce -14.7% | 7,356,889 | $249.0M |
| Focus Partners Wealth | 0.24% | Reduce -43.7% | 6,836,103 | $231.3M |
| Beacon Pointe Advisors, LLC | 1.06% | Add +0.7% | 6,744,828 | $228.2M |
| Moneta Group Investment Advisors LLC | 1.67% | Add +3.5% | 6,662,859 | $225.5M |
| RMG Wealth Management LLC | 21.59% | Add +8.5% | 5,875,545 | $209.2M |
| Thrive Wealth Management, LLC | 23.66% | Add +2.1% | 5,430,697 | $183.8M |
| Clark Capital Management Group, Inc. | 0.83% | Reduce -2.7% | 4,491,439 | $152.0M |
| Focus Financial Network, Inc. | 4.57% | Reduce -7.8% | 4,361,225 | $147.6M |
| Marquette Asset Management, LLC | 18.71% | Add +0.6% | 4,293,366 | $145.3M |
| Golden Reserve Retirement LLC | 22.65% | Add +4.6% | 4,249,804 | $143.8M |
| Krilogy Financial LLC | 3.75% | Add +0.3% | 3,745,015 | $126.7M |
| HHM Wealth Advisors, LLC | 12.70% | Add +3.7% | 3,728,072 | $126.2M |
| Waverly Advisors, LLC | 0.72% | Add +4.1% | 3,660,774 | $123.9M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -1.9% | 3,627,963 | $122.8M |
| Park Avenue Securities LLC | 0.74% | Add +2.3% | 3,491,855 | $118.2M |
| Truist Financial Corp. | 0.14% | Add +7.1% | 3,403,303 | $115.2M |
| Cerity Partners LLC | 0.14% | Add +22.1% | 3,902,668 | $113.1M |
| UBS Group AG | 0.02% | Reduce -0.2% | 3,269,280 | $110.6M |
| Creative Planning | 0.06% | Reduce -1.1% | 3,250,027 | $110.0M |
| Thrivent Financial for Lutherans | 0.19% | Add +5.8% | 3,211,989 | $108.7M |
| Rainey & Randall Wealth Advisors Inc. | 15.11% | Add +0.2% | 3,124,543 | $105.7M |
| Gemmer Asset Management LLC | 7.05% | Add +0.9% | 3,100,787 | $104.9M |
| Savvy Advisors, Inc. | 2.22% | Add +6.9% | 3,061,326 | $103.6M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Add +2.8% | 2,979,322 | $100.8M |
| Legacy Financial Strategies, LLC | 15.39% | Add +1.3% | 2,937,132 | $99.4M |
| United Capital Financial Advisors, LLC | 0.54% | Reduce -0.3% | 2,898,121 | $98.1M |
| Royal Bank of Canada | 0.02% | Add +0.8% | 2,872,709 | $97.2M |
| Berger Financial Group, Inc | 4.92% | Add +9.4% | 2,842,453 | $96.2M |
| Kestra Advisory Services, LLC | 0.29% | Add +13.2% | 2,689,962 | $91.0M |
| Assetmark, Inc. | 0.15% | Reduce -11.0% | 2,587,733 | $87.6M |
| Angeles Wealth Management, LLC | 3.76% | Add +2.8% | 2,425,844 | $82.1M |
| Charles Schwab Trust Co | 4.36% | Add +20.0% | 2,310,654 | $78.2M |
| HRC Wealth Management, LLC | 30.99% | Reduce -0.5% | 2,238,645 | $75.8M |
| Stifel Financial Corp. | 0.06% | Add +5.7% | 2,221,385 | $75.2M |
| Koshinski Asset Management, Inc. | 3.96% | Add +3.1% | 2,196,663 | $74.3M |
| Prime Capital Investment Advisors, LLC | 0.70% | Reduce -2.5% | 2,128,665 | $72.0M |
| MAI Capital Management | 0.27% | Reduce -0.5% | 2,095,721 | $70.9M |
| Compound Planning, Inc. | 1.85% | Add +3.4% | 2,094,006 | $70.9M |
| Exchange Traded Concepts, LLC | 0.34% | Add +16.1% | 2,056,897 | $69.6M |
| Nadler Financial Group, Inc. | 5.80% | Add +3.0% | 2,021,747 | $68.4M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +2.3% | 1,892,340 | $65.6M |
| BlueStem Wealth Partners, LLC | 6.49% | Reduce -30.3% | 1,924,760 | $65.1M |
| Belpointe Asset Management LLC | 2.08% | Add +1.1% | 1,885,406 | $63.8M |
| Kelman-Lazarov, Inc. | 8.34% | Add +0.6% | 1,882,199 | $63.7M |
| Brio Consultants, LLC | 7.46% | Add +0.6% | 1,880,176 | $63.6M |
| Bleakley Financial Group, LLC | 0.80% | Add +0.4% | 1,855,593 | $62.8M |
| Merit Financial Group, LLC | 0.38% | Add +0.8% | 1,817,577 | $61.5M |
| Black Diamond Financial, LLC | 5.31% | Add +41.3% | 1,780,462 | $60.3M |
| Northern Capital Management, Inc. | 25.68% | Add +1.1% | 1,779,876 | $60.2M |
| Main Street Financial Solutions, LLC | 3.85% | Add +2.1% | 1,771,594 | $60.0M |
| Midwest Trust Co | 0.68% | Reduce -1.9% | 1,761,252 | $59.6M |
| Midwest Capital Advisors, LLC | 23.91% | Add +34.7% | 1,739,571 | $58.9M |
| HB Wealth Management, LLC | 0.33% | Reduce -0.8% | 1,723,874 | $58.3M |
| Lowe Brockenbrough & Co. Inc. | 2.58% | Add +10.8% | 1,713,342 | $58.0M |
| XML Financial, LLC | 4.14% | Add +3.2% | 1,683,381 | $57.0M |
| Schneider Downs Wealth Management Advisors, LP | 5.34% | Add +2.4% | 1,680,065 | $56.9M |
| Affinity Wealth LLC | 30.16% | Add +6.8% | 1,659,345 | $56.2M |
| Burkett Financial Services, LLC | 17.10% | Reduce -1.1% | 1,615,100 | $54.7M |
| Integrated Wealth Concepts LLC | 0.35% | Reduce -1.6% | 1,602,761 | $54.2M |
| Cornerstone Wealth Advisors, Inc. | 11.28% | Reduce -2.2% | 1,590,638 | $53.8M |
| Captrust Financial Advisors | 0.08% | Add +12.4% | 1,588,057 | $53.7M |
| World Investment Advisors | 0.89% | Reduce -0.5% | 1,790,665 | $53.7M |
| Jones Financial Companies LLLP | 0.02% | Add +16.2% | 1,626,152 | $53.4M |
| Envestnet Portfolio Solutions, Inc. | 0.25% | Reduce -9.0% | 1,573,141 | $53.2M |
| Savant Capital, LLC | 0.15% | Add +136.7% | 1,638,568 | $52.6M |
| Southern Michigan Bank & Trust | 18.69% | Add +0.7% | 1,553,292 | $52.6M |
| Focus Partners Advisor Solutions, LLC | 0.45% | Add +7.5% | 1,552,951 | $52.6M |
| Ausdal Financial Partners, Inc. | 2.03% | Add +8.8% | 1,529,124 | $51.7M |
| Summit Wealth & Retirement Planning, Inc. | 10.91% | Add +0.3% | 1,522,032 | $51.5M |
| Tradition Wealth Management, LLC | 3.09% | Add +1.8% | 1,491,128 | $50.5M |
| Triton Wealth Management, PLLC | 15.41% | Reduce -2.7% | 1,465,478 | $50.2M |
| GHP Investment Advisors, Inc. | 1.83% | Add +0.5% | 1,468,755 | $49.7M |
| Summit Asset Management, LLC | 6.21% | Reduce -0.8% | 1,431,690 | $48.4M |
| Principal Securities, Inc. | 0.58% | Reduce -3.9% | 1,417,627 | $48.0M |
| Dravo Bay LLC | 16.54% | Add +10.8% | 1,412,717 | $47.8M |
| Goepper Burkhardt LLC | 14.35% | Add +0.9% | 1,412,525 | $47.8M |
| Visionary Wealth Advisors | 1.87% | Add +2.6% | 1,402,726 | $47.5M |
| Veery Capital, LLC | 12.56% | Add +2.3% | 1,382,183 | $46.8M |
| Financial Advisors Network, Inc. | 5.62% | Add +2.6% | 1,353,786 | $45.8M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -1.1% | 1,304,552 | $44.1M |
| Facet Wealth, Inc. | 0.63% | Reduce -2.7% | 1,300,609 | $44.0M |
| Provident Wealth Management, LLC | 11.13% | Reduce -0.5% | 1,277,545 | $43.2M |
| BIP Wealth, LLC | 1.23% | Reduce -34.4% | 1,276,274 | $43.2M |
| Curtis Advisory Group, LLC | 8.27% | Add +5.4% | 1,258,702 | $42.6M |
| Choreo, LLC | 0.47% | Add +1.2% | 1,252,805 | $42.4M |
| Rollins Financial Advisors, LLC | 5.56% | Reduce -6.4% | 1,246,133 | $42.2M |
| AQR Capital Management | 0.01% | Add +33.8% | 1,271,593 | $41.8M |
| Mokosak Advisory Group, LLC | 8.84% | Add +1.3% | 1,206,066 | $40.8M |
| Novem Group | 4.09% | Add +2.9% | 1,192,374 | $40.3M |
| Financial Synergies Wealth Advisors, Inc. | 3.39% | Reduce -4.8% | 1,180,275 | $39.9M |
| FLC Capital Advisors | 6.49% | Add +1.9% | 1,168,501 | $39.5M |
| Valley National Advisers Inc. | 4.32% | Add +8.2% | 1,149,139 | $38.9M |
| Advisors Capital Management, LLC | 0.42% | Add +17.4% | 1,146,347 | $38.8M |
| Serenity Investment Advisors | 16.42% | Add +2.5% | 1,097,595 | $38.5M |
| Concurrent Investment Advisors, LLC | 0.33% | Add +16.6% | 1,137,010 | $38.5M |
| SK Wealth Management, LLC | 8.63% | Reduce -9.4% | 1,069,513 | $38.3M |
| Seneca Financial Advisors LLC | 9.72% | Add +12.0% | 1,105,650 | $37.4M |
| Johnson Investment Counsel Inc. | 0.27% | Reduce -0.5% | 1,104,821 | $37.4M |
| EP Wealth Advisors, LLC | 0.14% | Add +49.6% | 1,059,219 | $35.8M |
| Richardson Capital Management LLC | 15.10% | Reduce -0.0% | 1,044,509 | $35.3M |
| CRA Financial Services, LLC | 4.07% | Add +0.6% | 1,042,267 | $35.3M |
| Certuity, LLC | 1.73% | Add +9.2% | 1,038,460 | $35.1M |
| Fortis Capital Advisors, LLC | 3.94% | Reduce -0.7% | 1,035,142 | $35.0M |
| Invst, LLC | 3.40% | Add +3.3% | 1,029,556 | $34.8M |
| Mgo One Seven LLC | 0.57% | Add +11.7% | 1,024,415 | $34.7M |
| Milestone Investment Advisors LLC | 7.34% | Reduce -1.8% | 1,003,833 | $34.0M |
| Citigroup Inc. | 0.02% | Add +9.5% | 1,000,651 | $33.9M |
| Garde Capital, Inc. | 1.51% | Add +10.3% | 994,564 | $33.7M |
| Global Retirement Partners, LLC | 0.51% | — | 991,286 | $33.5M |
| Sequoia Financial Advisors, LLC | 0.17% | Reduce -1.6% | 991,224 | $33.5M |
| Pacific Wealth Strategies Group, Inc. | 19.16% | Add +53.0% | 984,089 | $33.3M |
| Summit Financial, LLC | 0.36% | Add +4.2% | 977,847 | $33.1M |
| Visionary Horizons, LLC | 13.82% | Add +0.5% | 976,851 | $33.1M |
| Sigma Planning Corp | 0.82% | Add +2.3% | 965,245 | $32.7M |
| Threadgill Financial, LLC | 13.33% | Add +171.5% | 959,491 | $32.3M |
| IFP Advisors, Inc | 0.57% | Reduce -1.4% | 937,753 | $31.7M |
| Donaldson Capital Management, LLC | 0.91% | Add +10.4% | 937,247 | $31.7M |
| Ignite Planners, LLC | 4.35% | Add +0.6% | 936,080 | $31.7M |
| Ally Invest Advisors Inc. | 1.91% | Add +1.9% | 934,561 | $31.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.41% | Reduce -26.2% | 931,425 | $31.5M |
| Ballast Advisors LLC | 7.39% | Reduce -5.3% | 916,483 | $31.0M |
| Modera Wealth Management, LLC | 0.33% | Reduce -2.7% | 907,291 | $30.7M |
| TD Private Client Wealth LLC | 0.56% | Reduce -1.9% | 892,451 | $30.2M |
| Meridian Wealth Management, LLC | 0.93% | Add +1.5% | 889,403 | $30.1M |
| KRM Wealth Management L.L.C. | 13.24% | Add +7.0% | 889,375 | $30.1M |
| Farther Finance Advisors, LLC | 0.24% | Add +17.0% | 887,030 | $30.0M |
| Mission Wealth Management, LP | 0.37% | Add +2167.7% | 867,299 | $29.3M |
| Perigon Wealth Management, LLC | 0.46% | Add +1.8% | 865,290 | $29.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 8.28% | Add +2.0% | 862,230 | $29.2M |
| Carolina Wealth Management Inc | 13.41% | — | 861,164 | $29.1M |
| Kingswood Wealth Advisors, LLC | 1.14% | Reduce -0.3% | 833,309 | $28.2M |
| Steffes Financial, Ltd. | 12.17% | Add +1.9% | 832,673 | $28.2M |
| Brookstone Capital Management | 0.28% | Add +231.6% | 830,359 | $28.1M |
| Capital Planning LLC | 8.16% | Reduce -8.6% | 828,430 | $28.0M |
| Unique Wealth, LLC | 3.26% | Reduce -11.4% | 826,801 | $28.0M |
| Souders Financial Advisors | 2.79% | Add +19.2% | 818,488 | $27.7M |
| Howard Financial Services, LTD. | 2.76% | Add +14.6% | 816,706 | $27.6M |
| MOR Wealth Management, LLC | 10.73% | Reduce -8.0% | 796,661 | $27.0M |
| Persium Advisors, LLC | 17.46% | Reduce -2.5% | 791,112 | $26.8M |
| SkyOak Wealth, LLC | 4.35% | Add +3.4% | 786,395 | $26.6M |
| Dagco, Inc. | 4.88% | Add +6.2% | 780,001 | $26.4M |
| Denver PWM, LLC | 8.62% | Reduce -0.7% | 736,549 | $26.4M |
| Equitable Holdings, Inc. | 0.16% | Add +7.0% | 777,590 | $26.3M |
| Friday Financial | 6.95% | Add +20.1% | 756,729 | $26.0M |
| Ethos Financial Group, LLC | 1.73% | Reduce -10.3% | 776,885 | $25.8M |
| Spreng Capital Management, Inc. | 9.26% | Add +0.7% | 752,496 | $25.5M |
| Stratos Wealth Advisors, LLC | 1.40% | Reduce -1.2% | 749,286 | $25.4M |
| Lowery Thomas, LLC | 12.19% | Add +0.7% | 737,508 | $25.0M |
| Weaver Capital Management LLC | 5.50% | No change | 855,529 | $24.9M |
| Harbour Investments, Inc. | 0.33% | Add +4.3% | 734,379 | $24.9M |
| Seek First Inc. | 15.56% | Reduce -0.5% | 728,152 | $24.6M |
| Harbor Group, Inc. | 2.88% | Reduce -0.7% | 725,767 | $24.6M |
| WBH Advisory Inc. | 1.65% | Reduce -2.3% | 725,363 | $24.5M |
| Mutual Advisors, LLC | 0.46% | Add +0.5% | 724,892 | $24.5M |
| Compass Financial Group, INC | 2.75% | Add +21.5% | 707,307 | $23.9M |
| FSM Wealth Advisors, LLC | 2.55% | Add +11.2% | 703,560 | $23.8M |
| Redhawk Wealth Advisors, Inc. | 2.34% | Add +33.6% | 702,640 | $23.8M |
| Paces Ferry Wealth Advisors, LLC | 8.79% | Add +1.4% | 693,962 | $23.5M |
| Compass Advisory Group LLC | 5.57% | Add +1.6% | 692,205 | $23.4M |
| Sanctuary Advisors, LLC | 0.11% | Reduce -3.6% | 686,962 | $23.2M |
| Brady Martz Wealth Solutions, LLC | 3.48% | Reduce -0.6% | 681,131 | $23.0M |
| Allegheny Financial Group | 2.44% | Add +1.6% | 678,496 | $23.0M |
| NewEdge Advisors, LLC | 0.07% | Add +4.2% | 668,557 | $22.6M |
| Lido Advisors, LLC | 0.08% | Reduce -78.6% | 665,083 | $22.5M |
| Quantinno Capital Management LP | 0.03% | Add +27.4% | 662,743 | $22.4M |
| CDKV Holdings LLC | 17.43% | Reduce -1.2% | 659,075 | $22.3M |
| Meriwether Wealth & Planning, LLC | 11.02% | Add +2.3% | 656,757 | $22.2M |
| Invenio Wealth Partners LLC | 7.90% | Reduce -1.6% | 651,596 | $22.1M |
| Paradigm, Strategies in Wealth Management, LLC | 13.39% | Reduce -0.8% | 649,198 | $22.0M |
| Ackerman Capital Advisors, LLC | 4.43% | Add +0.8% | 649,144 | $22.0M |
| Oppenheimer & Co. Inc. | 0.23% | Add +9.0% | 643,381 | $21.8M |
| Private Advisor Group, LLC | 0.10% | Reduce -30.0% | 639,835 | $21.7M |
| Allworth Financial LP | 0.09% | Reduce -37.0% | 636,680 | $21.5M |
| LCNB Corp. | 6.57% | Add +0.9% | 632,901 | $21.4M |
| B & T Capital Management DBA Alpha Capital Management | 2.80% | Reduce -2.5% | 632,037 | $21.4M |
| RKL Wealth Management LLC | 1.69% | Reduce -1.4% | 627,716 | $21.2M |
| Composition Wealth, LLC | 0.25% | Reduce -2.6% | 624,732 | $21.1M |
| Nvest Wealth Strategies, Inc. | 13.19% | Add +1.8% | 620,125 | $21.0M |
| Code Waechter LLC | 10.70% | Add +3.2% | 611,454 | $20.7M |
| Foundations Investment Advisors, LLC | 0.21% | Add +6.6% | 606,001 | $20.5M |
| Verdence Capital Advisors LLC | 1.07% | Reduce -8.4% | 601,109 | $20.3M |
| Bogart Wealth, LLC | 0.70% | Reduce -0.4% | 600,089 | $20.3M |
| Cary Street Partners Financial LLC | 0.44% | Add +0.4% | 600,051 | $20.3M |
| Pps&v Asset Management Consultants, Inc. | 10.93% | Add +1.4% | 598,435 | $20.3M |
| FMR LLC | 0.00% | Add +0.5% | 597,020 | $20.2M |
| Clark Wealth Partners | 11.35% | Add +2.4% | 594,282 | $20.1M |
| James J. Burns & Company, LLC | 2.16% | Reduce -1.5% | 588,416 | $19.9M |
| Payne Capital Management, LLC | 5.24% | Add +3.3% | 580,688 | $19.7M |
| Whitaker-Myers Wealth Managers, LTD. | 3.27% | Add +1.2% | 579,315 | $19.6M |
| Global Strategic Investment Solutions, LLC | 1.74% | Reduce -5.6% | 574,406 | $19.4M |
| Weinberger Asset Management, Inc | 6.14% | Add +1.2% | 560,085 | $19.1M |
| Kickstand Ventures, Llc. | 3.47% | Add +92.5% | 563,859 | $19.1M |
| Smithbridge Asset Management Inc. | 2.58% | Add +6.8% | 560,486 | $19.0M |
| Keystone Global Partners, LLC | 7.21% | Add +9.9% | 560,288 | $19.0M |
| Oasis Advisors, LLC | 12.30% | Reduce -96.3% | 560,237 | $19.0M |
| Team Financial Group, LLC | 8.01% | Add +7.9% | 557,480 | $18.9M |
| US Bancorp \de | 0.02% | Reduce -0.1% | 552,455 | $18.7M |
| Advisory Services Network, LLC | 0.21% | Reduce -0.6% | 549,841 | $18.6M |
| USAdvisors Wealth Management, LLC | 5.32% | Reduce -12.2% | 548,358 | $18.6M |
| Capital Wealth Management, LLC | 4.45% | Add +2.8% | 547,416 | $18.5M |
| J.W. Cole Advisors, Inc. | 0.32% | New | 543,703 | $18.4M |
| Strategic Family Wealth Counselors, L.L.C. | 4.26% | Add +2.6% | 540,636 | $18.3M |
| Independent Financial Group, LLC | 0.34% | Add +20.8% | 539,194 | $18.2M |
| Kaizen Financial Strategies | 7.01% | Reduce -6.3% | 519,599 | $17.7M |
| Genesee Capital Advisors, LLC | 5.58% | Add +898.8% | 523,577 | $17.7M |
| Atria Investments, Inc | 0.18% | Reduce -5.7% | 518,232 | $17.5M |
| Aspen Wealth Strategies, LLC | 8.48% | Add +2.9% | 518,026 | $17.5M |
| Skyline Advisors, Inc. | 5.49% | Reduce -1.4% | 516,796 | $17.5M |
| Curbstone Financial Management Corp | 2.94% | Reduce -0.5% | 509,595 | $17.2M |
| IFS Advisors, LLC | 8.12% | Add +0.3% | 501,330 | $17.0M |
| Simplicity Wealth,LLC | 0.57% | Add +27.3% | 498,343 | $16.9M |
| Sage Financial Group Inc. | 0.93% | Reduce -1.4% | 495,236 | $16.8M |
| Wealthcare Advisory Partners LLC | 0.32% | Reduce -0.9% | 493,453 | $16.7M |
| MinichMacGregor Wealth Management, LLC | 2.52% | Add +1.6% | 491,767 | $16.6M |
| Integrity Alliance, Llc. | 0.52% | Add +3.2% | 488,043 | $16.5M |
| Next Level Wealth Planning, LLC | 7.16% | Add +3.9% | 480,417 | $16.3M |
| ProVise Management Group, LLC | 1.09% | Add +0.2% | 479,214 | $16.2M |
| Clay Northam Wealth Management, LLC | 7.98% | Reduce -1.0% | 479,132 | $16.2M |
| Fiduciary Alliance LLC | 1.08% | Reduce -20.9% | 473,227 | $16.0M |
| D.A. Davidson & Co. | 0.09% | Add +1.2% | 471,962 | $16.0M |
| Dahring | Cusmano LLC | 8.35% | Add +1.4% | 468,147 | $15.8M |
| Three Magnolias Financial Advisors, LLC | 8.75% | Reduce -2.0% | 463,988 | $15.7M |
| Arista Wealth Management, LLC | 1.68% | Add +43.1% | 460,164 | $15.6M |
| Summitpoint Capital Management | 16.60% | Add +20.6% | 455,079 | $15.4M |
| Martel Wealth Advisors LLC | 2.39% | Reduce -1.6% | 448,035 | $15.2M |
| Mainsail Financial Group, LLC | 5.13% | Add +18.1% | 445,973 | $15.1M |
| YHB Investment Advisors, Inc. | 0.96% | Reduce -3.5% | 443,638 | $15.0M |
| Prosperitas Financial LLC | 4.81% | Add +0.7% | 443,562 | $15.0M |
| Juno Financial Group LLC | 5.31% | Add +1.8% | 442,141 | $15.0M |
| Chicago Partners Investment Group LLC | 0.30% | Add +16.6% | 447,094 | $14.9M |
| Peak Wealth Management LLC | 10.46% | Add +15.0% | 440,546 | $14.9M |
| Schaeffer Financial LLC | 11.52% | Add +1.9% | 440,212 | $14.9M |
| CVA Family Office, LLC | 1.35% | Add +1.5% | 439,964 | $14.9M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +1.5% | 436,884 | $14.8M |
| Elite Financial, Inc. | 5.95% | Reduce -0.9% | 435,197 | $14.7M |
| Asset Allocation Strategies LLC | 2.26% | Add +1.7% | 432,563 | $14.6M |
| Kingsview Wealth Management, LLC | 0.18% | Reduce -3.3% | 432,416 | $14.6M |
| Accel Wealth Management | 3.24% | Add +3.5% | 425,646 | $14.4M |
| Gill Capital Partners, LLC | 3.81% | Reduce -7.3% | 425,446 | $14.4M |
| Berkshire Asset Management LLC | 0.56% | Add +0.1% | 425,185 | $14.4M |
| Per Stirling Capital Management, LLC. | 1.36% | Add +5.3% | 422,899 | $14.3M |
| Revolve Wealth Partners, LLC | 1.49% | Reduce -0.2% | 421,950 | $14.3M |
| Ami Investment Management Inc. | 3.02% | Add +11.7% | 419,819 | $14.2M |
| One Capital Management, LLC | 0.39% | No change | 486,711 | $14.2M |
| Christensen, King & Associates Investment Services, Inc. | 5.63% | Reduce -3.6% | 418,771 | $14.2M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Add +230.4% | 417,289 | $14.1M |
| B&D White Capital Company, LLC | 1.40% | Add +43.9% | 415,502 | $14.1M |
| Betterment LLC | 0.02% | Add +9.3% | 415,302 | $14.1M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -10.6% | 411,601 | $13.9M |
| Leeward Financial Partners, LLC | 3.65% | Add +2.2% | 411,525 | $13.9M |
| Powers Advisory Group, LLC | 4.32% | Add +6.5% | 407,333 | $13.8M |
| Arax Advisory Partners | 0.09% | Add +143.0% | 406,763 | $13.8M |
| AE Wealth Management LLC | 0.06% | Add +3.0% | 406,437 | $13.8M |
| Vista Cima Wealth Management LLC | 10.16% | Add +1.1% | 403,164 | $13.6M |
| HBW Advisory Services LLC | 1.23% | Add +10.3% | 403,078 | $13.6M |
| Certior Financial Group, LLC | 7.42% | Add +7.8% | 400,233 | $13.5M |
| Storen Legacy Partners, LLC | 3.67% | Add +1.8% | 397,800 | $13.5M |
| Heritage Wealth Management, Inc. | 6.57% | Add +2.6% | 389,301 | $13.2M |
| Ameritas Advisory Services, LLC | 0.27% | Add +46.0% | 387,811 | $13.1M |
| PFG Advisors | 0.66% | Add +0.1% | 385,935 | $13.1M |
| Bravera Wealth | 4.97% | Add +11.9% | 383,079 | $13.0M |
| William Mack & Associates, Inc. | 4.53% | Add +74.4% | 379,763 | $12.9M |
| TriaGen Wealth Management LLC | 3.21% | Reduce -0.0% | 377,702 | $12.8M |
| Archford Capital Strategies, LLC | 1.29% | Add +0.8% | 375,554 | $12.7M |
| Ring Mountain Capital, LLC | 5.32% | Add +0.1% | 374,902 | $12.7M |
| Portus Wealth Advisors, LLC | 10.37% | Add +2.0% | 372,412 | $12.6M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5.06% | Add +6.0% | 367,676 | $12.4M |
| Certified Advisory Corp | 1.00% | Add +4.0% | 365,708 | $12.4M |
| Schwallier Wealth Management LLC | 7.81% | Reduce -44.7% | 365,484 | $12.4M |
| Clear Point Advisors Inc. | 10.88% | Reduce -0.5% | 362,906 | $12.3M |
| Womack Financial LLC | 8.10% | Reduce -0.4% | 362,029 | $12.3M |
| McCarthy Asset Management, Inc. | 5.80% | — | 361,545 | $12.2M |
| Calton & Associates, Inc. | 1.78% | Reduce -0.5% | 359,676 | $12.2M |
| Regimen Wealth, LLC | 3.26% | Add +0.2% | 357,556 | $12.1M |
| Coldstream Capital Management Inc. | 0.15% | Reduce -2.7% | 355,283 | $12.0M |
| Blom & Howell Financial Planning, Inc. | 9.90% | Add +12.4% | 351,261 | $11.9M |
| Retirement Planning Group, LLC | 0.30% | Reduce -4.7% | 349,899 | $11.8M |
| Flagship Wealth Advisors, LLC | 2.65% | Add +200.7% | 349,514 | $11.8M |
| FAS Wealth Partners, Inc. | 0.61% | Reduce -2.1% | 348,035 | $11.8M |
| FIDELIS iM, LLC | 3.98% | Add +7.8% | 345,029 | $11.7M |
| Everhart Financial Group, Inc. | 0.75% | Reduce -3.7% | 344,737 | $11.7M |
| Fairway Financial, LLC | 7.96% | Add +0.4% | 344,149 | $11.6M |
| Avior Wealth Management, LLC | 0.31% | Reduce -28.0% | 343,794 | $11.6M |
| MBA Advisors LLC | 3.94% | Add +6.7% | 341,586 | $11.6M |
| MSH Capital Advisors LLC | 2.01% | Add +7.4% | 341,337 | $11.6M |
| &partners | 0.05% | Add +10.4% | 340,541 | $11.5M |
| Leo H. Evart, Inc. | 9.03% | Reduce -2.3% | 337,766 | $11.4M |
| Arkadios Wealth Advisors | 0.18% | Add +28.2% | 336,850 | $11.4M |
| GPM Growth Investors, Inc. | 4.74% | Reduce -15.3% | 335,299 | $11.3M |
| L2 Asset Management, LLC | 1.18% | Add +0.1% | 335,004 | $11.3M |
| FinDec Wealth Services, Inc. | 13.37% | Reduce -9.4% | 334,533 | $11.3M |
| DHJJ Financial Advisors, Ltd. | 3.25% | Add +1.6% | 333,458 | $11.3M |
| Councilor Wealth, LLC | 4.56% | Reduce -2.4% | 332,973 | $11.3M |
| Rossby Financial, LCC | 2.06% | Add +77.1% | 332,494 | $11.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +120.1% | 328,524 | $11.1M |
| Ieq Capital, LLC | 0.05% | Add +0.9% | 327,261 | $11.1M |
| Acorn Wealth Advisors, LLC | 2.70% | Add +16.1% | 326,945 | $11.1M |
| LVW Advisors, LLC | 0.95% | Reduce -6.3% | 325,679 | $11.0M |
| Everest Financial Group LLC | 1.49% | Reduce -2.2% | 325,161 | $11.0M |
| Benjamin Edwards Inc. | 0.10% | Add +6.5% | 325,020 | $11.0M |
| Entelevest, LLC | 9.62% | Add +3.0% | 324,694 | $11.0M |
| Arbor Trust Wealth Advisors, LLC | 4.43% | Reduce -2.5% | 324,691 | $11.0M |
| Broadleaf Partners, LLC | 2.12% | Add +3.2% | 324,195 | $11.0M |
| Maridea Wealth Management LLC | 1.19% | Reduce -7.2% | 322,472 | $10.9M |
| Plancorp, LLC | 0.27% | Add +1645.8% | 316,204 | $10.9M |
| Pathstone Holdings, LLC | 0.03% | Add +141.6% | 320,574 | $10.8M |
| Valeo Financial Advisors, LLC | 0.23% | Add +0.3% | 333,578 | $10.8M |
| Apex Wealth Management, LLC | 6.60% | Add +0.1% | 319,285 | $10.8M |
| Polianta Ltd | 1.34% | Add +1.9% | 319,200 | $10.8M |
| N.E.W. Advisory Services LLC | 0.72% | Reduce -0.7% | 318,535 | $10.8M |
| Apollon Wealth Management, LLC | 0.13% | Reduce -1.6% | 317,576 | $10.7M |
| Capital Squared Financial LLC | 7.03% | Add +1.0% | 317,534 | $10.7M |
| Amara Financial, Llc. | 6.39% | Reduce -0.1% | 315,465 | $10.7M |
| Copper Harbor Investment Advisors, LLC | 2.26% | — | 314,910 | $10.7M |
| Smartleaf Asset Management LLC | 0.35% | No change | 317,627 | $10.6M |
| Truepoint, Inc. | 0.22% | Reduce -4.4% | 306,929 | $10.4M |
| Warner Financial, Inc. | 3.05% | Add +1.9% | 306,809 | $10.4M |
| Sage Financial Management Group, Inc. | 2.85% | Reduce -0.1% | 306,195 | $10.4M |
| DAVENPORT & Co LLC | 0.05% | Reduce -2.1% | 305,854 | $10.4M |
| Royal Fund Management, LLC | 0.86% | Add +0.5% | 304,689 | $10.3M |
| BLB&B Advisors, LLC | 0.38% | Reduce -3.9% | 302,843 | $10.2M |
| Susquehanna International Group, LLP | 0.01% | Add +828.5% | 300,947 | $10.2M |
| HC Advisors, LLC | 6.15% | Add +4.3% | 299,455 | $10.1M |
| Wilkins Miller Wealth Management, LLC | 5.55% | Reduce -0.5% | 298,319 | $10.1M |
| Cahill Financial Advisors Inc. | 0.96% | Add +1.5% | 294,569 | $10.0M |
| Affinity Capital Advisors, LLC | 1.23% | Reduce -0.2% | 288,173 | $10.0M |
| New Hampshire Trust | 1.86% | Add +3.2% | 291,375 | $9.9M |
| Stewardship Concepts Financial Services LLC | 6.48% | Add +1.9% | 284,768 | $9.6M |
| Independent Solutions Wealth Management, LLC | 1.25% | Reduce -1.1% | 283,967 | $9.6M |
| Peachtree Investment Partners, LLC | 3.07% | Reduce -2.1% | 282,747 | $9.6M |
| Fiduciary Financial Advisors | 0.97% | New | 282,570 | $9.6M |
| Cresset Asset Management, LLC | 0.03% | Reduce -1.1% | 280,319 | $9.5M |
| Noble Family Wealth, LLC | 1.69% | Reduce -1.3% | 278,570 | $9.4M |
| Courage Miller Partners, LLC | 2.47% | Add +0.2% | 276,144 | $9.3M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -20.3% | 274,386 | $9.3M |
| Keyvantage Wealth, LLC | 3.48% | Reduce -2.0% | 272,139 | $9.2M |
| One Charles Private Wealth Services, LLC | 2.12% | Reduce -1.2% | 271,918 | $9.2M |
| CoreCap Advisors, LLC | 0.27% | Add +0.1% | 271,430 | $9.2M |
| Wealthedge Investment Advisors, LLC | 3.12% | Add +49.5% | 271,052 | $9.2M |
| First National Bank Sioux Falls | 2.50% | No change | 283,851 | $9.1M |
| Prota Financial, LLC | 5.99% | Reduce -4.1% | 266,635 | $9.1M |
| RCW Management, LLC | 8.13% | Add +0.9% | 267,804 | $9.1M |
| Beacon Bridge Wealth Partners, LLC | 2.57% | Add +0.4% | 266,774 | $9.0M |
| Fingerlakes Wealth Management, Inc. | 4.78% | Add +6.8% | 262,572 | $8.9M |
| Cpwa, LLC | 10.32% | Add +0.4% | 262,462 | $8.9M |
| JMG Financial Group, Ltd. | 0.21% | Add +2.9% | 262,207 | $8.9M |
| S&A Financial Services, Inc. | 5.38% | Add +0.7% | 260,171 | $8.8M |
| GW Henssler & Associates Ltd. | 0.39% | Add +0.7% | 257,694 | $8.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +22.3% | 256,233 | $8.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.88% | Reduce -45.5% | 253,975 | $8.6M |
| Cape Investment Advisory, Inc. | 2.29% | Reduce -1.1% | 252,801 | $8.6M |
| Tenzing Financial LLC | 5.87% | Reduce -1.5% | 247,459 | $8.5M |
| Integrated Investment Consultants, LLC | 1.68% | Reduce -0.5% | 252,161 | $8.5M |
| Csenge Advisory Group | 0.34% | Add +3.2% | 250,596 | $8.5M |
| Mayfair Advisory Group, LLC | 2.53% | Add +1.5% | 251,126 | $8.4M |
| Bishop & Co Investment Management, LLC | 2.59% | Reduce -0.4% | 248,193 | $8.4M |
| Villere St Denis J & Co. LLC | 1.02% | New | 246,998 | $8.4M |
| Corient Private Wealth LP | 0.01% | Reduce -20.0% | 246,822 | $8.4M |
| IMA Advisory Services, Inc. | 0.52% | Add +7.5% | 245,285 | $8.3M |
| Cambridge Advisors Inc. | 1.41% | Reduce -3.6% | 242,353 | $8.2M |
| BlackRock, Inc. | 0.00% | Add +20.3% | 241,029 | $8.2M |
| Pinnacle Family Advisors, LLC | 3.41% | Add +16.1% | 239,933 | $8.1M |
| Valpey Financial Services, LLC | 4.82% | Reduce -0.7% | 239,215 | $8.1M |
| Westbourne Investment Advisors, Inc. | 2.23% | Add +1.6% | 238,852 | $8.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -28.0% | 237,535 | $8.0M |
| Liberty Capital Management, Inc. | 1.37% | — | 235,164 | $8.0M |
| Grey Ledge Advisors, LLC | 1.60% | Reduce -2.5% | 235,071 | $8.0M |
| Institute for Wealth Management, LLC. | 0.70% | Add +3.1% | 234,282 | $7.9M |
| Nestegg Advisors, Inc. | 5.56% | Add +6.9% | 232,176 | $7.9M |
| Selby Wealth Management, LLC | 2.78% | Add +3.6% | 231,597 | $7.8M |
| Integrated Advisors Network LLC | 0.36% | Reduce -12.7% | 231,585 | $7.8M |
| Dynamic Advisor Solutions LLC | 0.22% | Add +32.7% | 230,937 | $7.8M |
| Orgel Wealth Management, LLC | 0.15% | Add +3.3% | 227,877 | $7.7M |
| MADDEN SECURITIES Corp | 2.14% | Reduce -9.1% | 227,235 | $7.7M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -0.5% | 226,737 | $7.7M |
| Latko Wealth Management, Ltd. | 3.25% | Reduce -2.1% | 226,197 | $7.7M |
| Claro Advisors Inc. | 0.80% | Add +2.2% | 226,006 | $7.6M |
| Snider Financial Group | 1.95% | Add +3.1% | 225,974 | $7.6M |
| Diversify Advisory Services, LLC | 0.13% | Add +2074.3% | 227,100 | $7.6M |
| Diversify Wealth Management, LLC | 0.13% | Reduce -0.9% | 227,100 | $7.6M |
| D.B. Root & Company, LLC | 1.61% | Reduce -4.6% | 223,985 | $7.6M |
| Macroview Investment Management LLC | 4.71% | Add +5.5% | 223,933 | $7.6M |
| Vise Technologies, Inc. | 0.09% | Add +336.9% | 223,127 | $7.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +80.5% | 221,890 | $7.5M |
| Gleason Group, Inc. | 0.65% | Reduce -1.4% | 221,752 | $7.5M |
| Joseph P. Lucia & Associates, LLC | 2.25% | Reduce -2.5% | 220,706 | $7.5M |
| Founders Financial Securities LLC | 0.38% | Add +4.0% | 219,859 | $7.4M |
| Thoroughbred Financial Services, LLC | 0.35% | Add +9.5% | 217,691 | $7.4M |
| RFG Advisory, LLC | 0.11% | Reduce -11.0% | 209,648 | $7.1M |
| Wealthspire Advisors, LLC | 0.04% | Add +64.7% | 208,719 | $7.1M |
| Newman Dignan & Sheerar, Inc. | 1.35% | Reduce -3.4% | 208,689 | $7.1M |
| Anchor Capital Advisors LLC | 0.20% | Add +3.4% | 206,771 | $7.0M |
| Keating Financial Advisory Services, Inc. | 0.92% | Reduce -15.1% | 206,121 | $7.0M |
| Elevation Capital Advisory, LLC | 2.69% | Add +53.0% | 205,596 | $7.0M |
| Game Plan Financial Advisors, LLC | 2.79% | Reduce -16.7% | 205,517 | $7.0M |
| CreativeOne Wealth, LLC | 0.15% | Reduce -5.2% | 205,173 | $6.9M |
| Rwa Wealth Partners, LLC | 0.07% | Add +5.9% | 204,829 | $6.9M |
| Great Valley Advisor Group, Inc. | 0.11% | Reduce -0.5% | 204,669 | $6.9M |
| JFS Wealth Advisors, LLC | 0.34% | Reduce -2.0% | 202,784 | $6.9M |
| Guardian Financial Partners, LLC | 2.66% | Reduce -0.3% | 202,016 | $6.8M |
| Almanack Investment Partners, LLC. | 0.87% | Reduce -55.2% | 201,784 | $6.8M |
| Daybright Advisory Services, Inc. | 1.61% | Reduce -4.7% | 197,883 | $6.8M |
| Clearstead Advisors, LLC | 0.06% | Add +2.2% | 199,782 | $6.8M |
| Regal Investment Advisors LLC | 0.35% | Add +10.0% | 198,873 | $6.7M |
| SeaCrest Wealth Management, LLC | 0.74% | Reduce -63.2% | 197,794 | $6.7M |
| Menora Mivtachim Holdings LTD. | 0.03% | No change | 196,932 | $6.7M |
| Keudell/Morrison Wealth Management | 1.26% | Add +2.6% | 196,784 | $6.7M |
| GeoWealth Management, LLC | 0.21% | Add +41.2% | 195,130 | $6.6M |
| Johnson Financial Group, LLC | 0.35% | Add +1.3% | 194,287 | $6.6M |
| Cambridge Capital Management, LLC | 2.47% | Add +0.3% | 191,614 | $6.5M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Add +0.0% | 189,740 | $6.4M |
| Cassady Wealth & Retirement Planning, LLC | 2.96% | Reduce -0.9% | 187,984 | $6.4M |
| Silverlake Wealth Management LLC | 1.21% | Reduce -1.6% | 187,661 | $6.4M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +15.2% | 187,327 | $6.3M |
| Baird Financial Group, Inc. | 0.01% | Add +1.6% | 186,849 | $6.3M |
| Pallas Capital Advisors LLC | 0.19% | Add +46.2% | 186,303 | $6.3M |
| OneAscent Financial Services LLC | 0.30% | Add +4.0% | 186,280 | $6.3M |
| Chesapeake Wealth Management | 1.76% | Add +0.6% | 185,701 | $6.3M |
| Centaurus Financial, Inc. | 0.24% | Add +1.5% | 184,309 | $6.2M |
| Legacy Wealth Managment, LLC | 2.57% | New | 184,085 | $6.2M |
| Madden Advisory Services, Inc. | 2.22% | Reduce -0.7% | 183,325 | $6.2M |
| Fermata Advisors, LLC | 1.25% | Add +8.3% | 182,814 | $6.2M |
| MRWM Advisors, LLC | 2.53% | Add +2.1% | 181,869 | $6.2M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.70% | Add +3.8% | 181,120 | $6.1M |
| Plus Group Wealth Advisors LLC | 5.71% | Add +0.9% | 179,550 | $6.1M |
| Geneos Wealth Management Inc. | 0.12% | Add +6.3% | 179,538 | $6.1M |
| Pinnacle Financial Partners, Inc. | 0.04% | Reduce -3.4% | 179,482 | $6.1M |
| Fifth Third Securities, Inc. | 0.35% | Reduce -2.0% | 179,062 | $6.1M |
| Cambridge Financial Group, LLC | 1.91% | Reduce -8.2% | 178,929 | $6.1M |
| Gladstone Institutional Advisory LLC | 0.19% | Add +18.6% | 177,273 | $6.0M |
| Western Wealth Management, LLC | 0.20% | Reduce -30.5% | 177,133 | $6.0M |
| Trek Financial, LLC | 0.30% | Add +1.8% | 177,075 | $6.0M |
| Wealthspire Retirement, LLC | 0.33% | Reduce -5.4% | 176,793 | $6.0M |
| Panoramic Investment Advisors, LLC | 2.85% | Reduce -1.3% | 175,967 | $6.0M |
| Steele Capital Management, Inc. | 0.22% | Reduce -0.5% | 175,472 | $5.9M |
| Alpha Zero LLC | 2.23% | Reduce -67.8% | 170,149 | $5.9M |
| D. E. Shaw & Co. | 0.00% | New | 173,698 | $5.9M |
| Dakota Wealth Management | 0.11% | Reduce -0.2% | 173,660 | $5.9M |
| Marble Wealth, LLC | 0.90% | Add +0.0% | 173,404 | $5.9M |
| Quotient Wealth Partners, LLC | 0.14% | Reduce -3.9% | 172,806 | $5.8M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +0.8% | 171,769 | $5.8M |
| Perissos Private Wealth Management, LLC | 3.92% | Add +2.3% | 171,477 | $5.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.1% | 171,406 | $5.8M |
| Smith, Moore & Co. | 0.38% | Reduce -19.1% | 171,082 | $5.8M |
| Burns Matteson Capital Management, LLC | 1.84% | Reduce -1.0% | 170,936 | $5.8M |
| Long Island Wealth Management, Inc. | 2.38% | Reduce -0.0% | 170,594 | $5.8M |
| Harbor Asset Planning, Inc. | 4.33% | Reduce -0.1% | 170,469 | $5.8M |
| HRT Financial LP | 0.01% | Add +75.4% | 170,297 | $5.8M |
| Money Concepts Capital Corp. | 0.27% | Reduce -1.4% | 169,259 | $5.7M |
| Northern Trust Corp. | 0.00% | Add +1.5% | 168,937 | $5.7M |
| Uniting Wealth Partners, LLC | 1.16% | Reduce -5.5% | 168,879 | $5.7M |
| Hengehold Capital Management LLC | 0.44% | Reduce -1.4% | 166,910 | $5.6M |
| Milestone Asset Management, LLC | 0.89% | Add +26.4% | 166,901 | $5.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -2.9% | 166,117 | $5.6M |
| Tower Research Capital LLC (TRC) | 0.14% | Add +2947.6% | 163,504 | $5.5M |
| RFG - Bristol Wealth Advisors, LLC | 1.33% | Add +1.4% | 162,769 | $5.5M |
| Brand Asset Management Group, Inc. | 1.22% | Add +3.1% | 162,537 | $5.5M |
| Sagespring Wealth Partners, LLC | 0.08% | Add +515.6% | 161,452 | $5.5M |
| Bigelow Investment Advisors, LLC | 1.98% | Add +2.1% | 161,426 | $5.5M |
| Nabity-Jensen Investment Management Inc | 3.35% | Reduce -0.0% | 161,339 | $5.5M |
| Cooper Financial Group | 0.45% | Add +2.0% | 160,221 | $5.4M |
| Bank of Montreal | 0.00% | Add +2.8% | 159,294 | $5.4M |
| Eagle Capital Management, LLC | 1.83% | Add +3.0% | 158,776 | $5.4M |
| Brown Wealth Management, LLC | 1.20% | Reduce -1.6% | 158,482 | $5.4M |
| Wesbanco Bank Inc. | 0.13% | Reduce -1.5% | 158,447 | $5.4M |
| Milestone Asset Management Group, LLC | 2.64% | Reduce -0.1% | 154,873 | $5.2M |
| Boyd Wealth Management, LLC | 1.96% | Reduce -1.3% | 153,363 | $5.2M |
| Strategic Blueprint, LLC | 0.26% | Add +11.4% | 153,167 | $5.2M |
| KPP Advisory Services LLC | 0.66% | Add +5.9% | 153,145 | $5.2M |
| LongView Wealth Management | 1.33% | Add +7.2% | 153,019 | $5.2M |
| HCR Wealth Advisors | 0.46% | Add +0.5% | 152,848 | $5.2M |
| Asset Dedication, LLC | 0.32% | Add +6.6% | 152,290 | $5.2M |
| Hall Capital Management Co. Inc. | 1.60% | Add +970.8% | 152,111 | $5.1M |
| Waterford Advisors, LLC | 1.40% | No change | 147,643 | $5.1M |
| RTD Financial Advisors, Inc. | 0.56% | Reduce -0.8% | 151,846 | $5.1M |
| Winthrop Capital Management, LLC | 1.23% | Reduce -2.4% | 150,856 | $5.1M |
| Arcadia Investment Advisors LLC | 2.15% | Reduce -1.1% | 150,647 | $5.1M |
| Creative Financial Designs Inc. | 0.24% | Reduce -26.8% | 150,122 | $5.1M |
| BridgePort Financial Solutions, LLC | 1.29% | Reduce -0.4% | 149,572 | $5.1M |
| Forefront Wealth Partners, LLC | 1.56% | Add +11.9% | 148,904 | $5.0M |
| Leavell Investment Management, Inc. | 0.18% | Add +1.2% | 147,127 | $5.0M |
| Sightline Wealth Advisors, LLC | 1.82% | Add +20.3% | 147,121 | $5.0M |
| Cassaday & Co Wealth Management LLC | 0.09% | Add +0.7% | 145,138 | $4.9M |
| B. Riley Wealth Advisors, Inc. | 0.27% | Add +18.0% | 146,694 | $4.9M |
| Diversified Enterprises, LLC | 0.24% | Reduce -2.9% | 144,369 | $4.9M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +111.9% | 144,279 | $4.9M |
| Barden Capital Management, Inc. | 4.49% | Add +1.1% | 143,768 | $4.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -90.5% | 143,023 | $4.8M |
| Advisory Solutions Group, LLC | 1.66% | — | 143,020 | $4.8M |
| Midwest Financial Group LLC | 1.69% | Add +4.0% | 142,537 | $4.8M |
| Silver Oak Securities, Incorporated | 0.29% | Reduce -20.0% | 142,277 | $4.8M |
| Murphy & Mullick Capital Management Corp | 2.98% | Add +5.6% | 141,784 | $4.8M |
| IHT Wealth Management, LLC | 0.10% | Reduce -19.2% | 141,541 | $4.8M |
| Blair William & Co. | 0.01% | Reduce -6.1% | 140,828 | $4.8M |
| Cornerstone Planning Group LLC | 0.60% | Add +5.1% | 138,794 | $4.7M |
| Advance Capital Management, Inc. | 0.15% | Reduce -90.0% | 139,269 | $4.7M |
| CENTRAL TRUST Co | 0.08% | Add +0.2% | 138,304 | $4.7M |
| Heirloom Wealth Management | 0.68% | Add +5.4% | 137,969 | $4.7M |
| Columbus Macro, LLC | 0.45% | Add +29.5% | 137,795 | $4.7M |
| Brandywine Oak Private Wealth LLC | 0.35% | Add +2.7% | 137,636 | $4.7M |
| Fagan Associates, Inc. | 0.57% | Reduce -1.5% | 136,856 | $4.6M |
| Monetary Solutions, Ltd | 3.98% | Reduce -0.9% | 136,715 | $4.6M |
| Advyzon Investment Management, LLC | 0.33% | Add +1.3% | 135,124 | $4.6M |
| Retirement Guys Formula LLC | 1.70% | Add +99.5% | 133,514 | $4.5M |
| Compass Financial Management LLC | 0.55% | — | 127,310 | $4.5M |
| Tempus Wealth Planning, LLC | 0.87% | Add +5.2% | 131,508 | $4.5M |
| Schmidt P J Investment Management Inc. | 0.69% | Add +3.7% | 131,302 | $4.4M |
| Madison Wealth Partners, Inc | 0.57% | Reduce -5.6% | 131,239 | $4.4M |
| Natixis Advisors, LLC | 0.01% | Add +20.5% | 131,162 | $4.4M |
| Curi Capital, LLC | 0.07% | Add +22.3% | 130,744 | $4.4M |
| Kane Investment Management, Inc. | 1.87% | Reduce -3.6% | 129,796 | $4.4M |
| United Advisor Group, LLC | 0.46% | Reduce -45.2% | 129,393 | $4.4M |
| Dana Investment Advisors, Inc. | 0.11% | Add +2.6% | 128,213 | $4.3M |
| Meramec Financial Planners, LLC | 1.58% | Add +2.6% | 128,812 | $4.3M |
| Archer Investment Management, LLC | 1.48% | Add +25.7% | 127,697 | $4.3M |
| Waterloo Capital, L.P. | 0.24% | Add +118.1% | 127,251 | $4.3M |
| Tyche Wealth Partners LLC | 0.60% | No change | 126,703 | $4.3M |
| Larson Financial Group LLC | 0.11% | Add +11.1% | 126,302 | $4.3M |
| Piedmont Capital Management, LLC | 2.59% | No change | 125,422 | $4.2M |
| Veridan Wealth LLC | 1.46% | Add +0.1% | 124,000 | $4.2M |
| Focused Alpha, LLC | 1.07% | Add +52.1% | 123,142 | $4.2M |
| Guerra Pan Advisors, LLC | 2.32% | Reduce -4.7% | 122,979 | $4.2M |
| GenWealth Group, Inc. | 0.65% | Reduce -0.1% | 122,859 | $4.2M |
| Summit Financial Wealth Advisors, LLC | 0.53% | Add +10.2% | 121,722 | $4.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.06% | Add +12.6% | 121,666 | $4.1M |
| Allen Capital Group, LLC | 0.34% | Add +20.1% | 121,529 | $4.1M |
| Elevated Financial Group LLC | 1.15% | Reduce -12.2% | 120,564 | $4.1M |
| Athena Investment Management | 2.39% | Reduce -7.9% | 119,086 | $4.0M |
| Joseph Group Capital Management | 0.84% | Reduce -0.0% | 118,696 | $4.0M |
| Texas Yale Capital Corp. | 0.09% | No change | 118,534 | $4.0M |
| LifePlan Investment Advisors, Inc. | 1.36% | Reduce -0.8% | 117,166 | $4.0M |
| Bfsg, LLC | 0.35% | Add +0.8% | 116,783 | $4.0M |
| Parallel Advisors, LLC | 0.06% | Add +8.1% | 115,852 | $3.9M |
| CFG Wealth Management Services, Inc. | 3.83% | No change | 134,418 | $3.9M |
| Broadview Financial Management, LLC | 2.39% | Reduce -0.5% | 115,423 | $3.9M |
| Apella Capital, LLC | 0.05% | Reduce -3.5% | 113,098 | $3.9M |
| Staley Capital Advisers Inc. | 0.15% | No change | 129,510 | $3.8M |
| Linscomb Wealth, Inc. | 0.17% | Add +0.5% | 112,528 | $3.8M |
| Revisor Wealth Management LLC | 0.91% | Add +3.4% | 112,463 | $3.8M |
| KMG Fiduciary Partners, LLC | 0.35% | Reduce -0.8% | 112,454 | $3.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.42% | Add +4.0% | 112,443 | $3.8M |
| Sax Wealth Advisors, LLC | 0.15% | Add +404.6% | 129,986 | $3.8M |
| Aire Advisors, LLC | 0.61% | Reduce -6.9% | 111,632 | $3.8M |
| Independent Advisor Alliance | 0.09% | Reduce -85.1% | 111,519 | $3.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +2.0% | 111,289 | $3.8M |
| Embree Financial Group | 0.38% | Reduce -19.2% | 110,865 | $3.8M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +14.8% | 110,440 | $3.7M |
| Prospera Financial Services Inc | 0.05% | Add +17.0% | 110,289 | $3.7M |
| Parsonex Advisory Services, Inc. | 3.22% | Reduce -11.6% | 109,348 | $3.7M |
| Spire Wealth Management | 0.11% | Add +13.4% | 109,082 | $3.7M |
| Wedmont Private Capital | 0.10% | Add +0.7% | 106,492 | $3.7M |
| FC Advisory LLC | 0.97% | Add +2.5% | 108,424 | $3.7M |
| Parkside Financial Bank & Trust | 0.25% | Reduce -0.7% | 108,263 | $3.7M |
| Avestar Capital, LLC | 0.21% | Reduce -1.4% | 107,024 | $3.6M |
| Bawa N Mallick Trust | 1.17% | No change | 106,520 | $3.6M |
| Downshift Financial, LLC | 1.63% | Reduce -0.3% | 106,320 | $3.6M |
| Elgethun Capital Management | 0.49% | No change | 104,946 | $3.6M |
| James Investment Research, Inc. | 0.36% | Add +18.7% | 104,870 | $3.5M |
| Arsenal Capital Advisors LLC | 2.08% | Add +32.1% | 104,079 | $3.5M |
| Oxinas Partners, LLC | 1.38% | Add +0.3% | 103,817 | $3.5M |
| JT Stratford LLC | 0.38% | Add +5.1% | 103,466 | $3.5M |
| Thayer Financial, L.L.C. | 3.17% | Reduce -0.6% | 103,209 | $3.5M |
| Macro Advisors, Inc. | 1.10% | Add +6.3% | 102,419 | $3.5M |
| Avidian Wealth Enterprises, LLC | 0.10% | Reduce -3.6% | 102,227 | $3.5M |
| Alliance Wealth Management Group | 0.67% | Reduce -0.0% | 102,084 | $3.5M |
| Towercrest Capital Management | 0.48% | Reduce -0.0% | 102,084 | $3.5M |
| Cypress Financial Planning LLC | 0.84% | Add +3.7% | 101,919 | $3.4M |
| Livet Wealth, LLC | 1.98% | Reduce -1.8% | 101,590 | $3.4M |
| Alpha Capital Advisors Inc. | 2.96% | Add +7.1% | 101,391 | $3.4M |
| Clear Creek Financial Management, LLC | 0.22% | Add +20.5% | 99,984 | $3.4M |
| Nwam LLC | 0.17% | Add +0.3% | 99,432 | $3.4M |
| Foster Victor Wealth Advisors, LLC | 0.18% | Reduce -4.8% | 97,061 | $3.4M |
| OpenArc Corporate Advisory, LLC | 0.04% | Add +311.7% | 98,507 | $3.3M |
| Moors & Cabot, Inc. | 0.13% | No change | 98,429 | $3.3M |
| HBK Sorce Advisory LLC | 0.06% | Add +0.9% | 93,665 | $3.3M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1.56% | Reduce -7.9% | 98,029 | $3.3M |
| J. Derek Lewis & Associates Inc. | 0.63% | Reduce -1.7% | 98,023 | $3.3M |
| Avant Capital LLC | 2.07% | Add +0.3% | 97,467 | $3.3M |
| Highland Financial Advisors, LLC | 0.72% | Reduce -8.9% | 96,624 | $3.3M |
| Santori & Peters, Inc. | 0.90% | Add +0.7% | 94,530 | $3.2M |
| Prospect Financial Services LLC | 1.62% | Add +31.2% | 94,233 | $3.2M |
| Fortress Private Ledger, LLC | 0.87% | Add +0.8% | 94,155 | $3.2M |
| Birchbrook, Inc. | 1.49% | Add +2.2% | 94,049 | $3.2M |
| Kohmann Bosshard Financial Services, LLC | 0.27% | Reduce -1.9% | 94,045 | $3.2M |
| BG Investment Services, LLC | 2.26% | Add +7.9% | 92,584 | $3.1M |
| Bensler, LLC | 0.28% | Reduce -3.3% | 92,550 | $3.1M |
| Axxcess Wealth Management, LLC | 0.05% | Add +10.7% | 92,436 | $3.1M |
| Pacific Capital Wealth Advisors, Inc. | 0.47% | Reduce -0.0% | 92,274 | $3.1M |
| Condor Capital Management | 0.23% | Reduce -2.6% | 91,403 | $3.1M |
| Scott Capital Advisors, LLC | 0.48% | Add +0.5% | 90,777 | $3.1M |
| WPG Advisers, LLC | 1.78% | Reduce -63.6% | 89,641 | $3.0M |
| Barnes Wealth Management Group, Inc | 1.39% | Add +0.1% | 88,729 | $3.0M |
| WealthPoint Financial, LLC | 2.19% | Add +8.3% | 88,625 | $3.0M |
| Grandview Asset Management LLC | 0.74% | Add +32.4% | 88,402 | $3.0M |
| Capital CS Group, LLC | 4.26% | Add +266.3% | 86,248 | $2.9M |
| Tactive Advisors, LLC | 0.71% | Add +4.2% | 85,523 | $2.9M |
| Smithfield Trust Co | 0.12% | Reduce -0.3% | 85,447 | $2.9M |
| LexAurum Advisors, LLC | 0.33% | Add +4.2% | 85,267 | $2.9M |
| TFR Capital, LLC. | 0.81% | Add +2.7% | 85,060 | $2.9M |
| Avity Investment Management Inc. | 0.18% | Reduce -0.1% | 85,022 | $2.9M |
| Snowden Capital Advisors LLC | 0.07% | Add +0.3% | 84,299 | $2.9M |
| Werba Rubin Papier Wealth Management | 0.34% | Reduce -2.9% | 83,102 | $2.8M |
| Crux Wealth Advisors | 0.97% | Reduce -0.4% | 83,023 | $2.8M |
| Guardian Asset Advisors, LLC | 1.29% | Add +116.9% | 82,953 | $2.8M |
| Michels Family Financial, LLC | 1.80% | Add +5.2% | 82,865 | $2.8M |
| Medallion Wealth Advisors, LLC | 0.88% | Add +2.7% | 82,676 | $2.8M |
| AlphaCore Capital LLC | 0.05% | Add +2.6% | 82,350 | $2.8M |
| Millennium Capital Advisors, LLC | 1.52% | Reduce -0.6% | 82,260 | $2.8M |
| Hurley Capital, LLC | 1.44% | Reduce -0.1% | 82,197 | $2.8M |
| J.E. Simmons & Co., P.C. | 1.55% | Reduce -1.6% | 81,142 | $2.7M |
| Whitener Capital Management, Inc. | 0.58% | Add +18.8% | 80,756 | $2.7M |
| Basso Capital Management, L.P. | 0.67% | Add +11549.1% | 80,612 | $2.7M |
| Sage Mountain Advisors LLC | 0.17% | Reduce -6.5% | 80,435 | $2.7M |
| Becker Capital Management Inc. | 0.07% | No change | 80,231 | $2.7M |
| Comprehensive Financial Planning, Inc. | 1.44% | Reduce -2.5% | 79,876 | $2.7M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -3.0% | 78,374 | $2.7M |
| Aventus Investment Advisors, Inc. | 1.95% | Add +1.6% | 78,463 | $2.7M |
| Capital Investment Advisory Services, LLC | 0.16% | Add +4.2% | 78,058 | $2.6M |
| Verus Capital Partners, LLC | 0.14% | Add +14.2% | 78,008 | $2.6M |
| Valley Forge Investment Consultants Inc. Adv | 0.68% | Add +5.2% | 77,903 | $2.6M |
| Payne Capital LLC | 2.17% | Reduce -0.0% | 77,094 | $2.6M |
| Advisory Alpha, LLC | 0.06% | Reduce -43.0% | 76,995 | $2.6M |
| Cornerstone Wealth Management, LLC | 0.11% | Add +1.7% | 76,405 | $2.6M |
| Old Port Advisors | 0.50% | Add +2.0% | 74,672 | $2.5M |
| Nalls Sherbakoff Group, LLC | 1.78% | Add +0.1% | 74,185 | $2.5M |
| HUB Investment Partners, LLC | 0.05% | Add +75.3% | 73,382 | $2.5M |
| Stewardship Advisors, LLC | 0.52% | Reduce -1.6% | 73,365 | $2.5M |
| Blue Bell Private Wealth Management, LLC | 0.31% | Add +1.6% | 73,231 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -88.7% | 72,964 | $2.5M |
| Brown Advisory Inc. | 0.00% | Add +5.0% | 72,861 | $2.5M |
| Old National Bancorp | 0.05% | No change | 72,707 | $2.5M |
| Aspen Grove Capital, LLC | 0.35% | No change | 72,626 | $2.5M |
| Sacks & Associates, LLC | 1.66% | Reduce -28.9% | 71,859 | $2.5M |
| Duncker Streett & Co. Inc. | 0.41% | Reduce -2.6% | 72,318 | $2.4M |
| Westbourne Investments, Inc. | 0.99% | Reduce -11.0% | 71,495 | $2.4M |
| Beaumont Financial Advisors, LLC | 0.15% | Reduce -0.9% | 71,426 | $2.4M |
| Asset One Wealth Management LLC | 0.25% | Add +9.5% | 69,102 | $2.4M |
| Reston Wealth Management LLC | 0.65% | Reduce -0.7% | 71,191 | $2.4M |
| Apriem Advisors | 0.21% | Add +0.3% | 70,185 | $2.4M |
| Davis Capital Management | 1.40% | Add +8.4% | 70,116 | $2.4M |
| Wealth Enhancement Trust Services, Inc. | 0.26% | No change | 69,502 | $2.4M |
| Appleton Partners Inc. | 0.14% | Add +0.3% | 69,224 | $2.3M |
| Equity Wealth Partners, LLC | 0.84% | Add +0.8% | 69,185 | $2.3M |
| Kiley Juergens Wealth Management, LLC | 0.37% | Add +2.9% | 68,900 | $2.3M |
| Andrews Advisory Associates, LLC | 1.11% | Add +22.2% | 68,284 | $2.3M |
| Chesley Taft & Associates LLC | 0.09% | No change | 68,218 | $2.3M |
| Ballast Financial Advisors LLC | 2.09% | Reduce -6.8% | 68,197 | $2.3M |
| Destination Wealth Management | 0.05% | Reduce -0.9% | 67,935 | $2.3M |
| Fifth Third Bancorp | 0.00% | Add +12.1% | 67,918 | $2.3M |
| Atlas Wealth Partners, LLC | 2.50% | Reduce -3.4% | 67,754 | $2.3M |
| R. W. Roge & Company, Inc. | 0.97% | Reduce -0.9% | 67,699 | $2.3M |
| Crescent Sterling, Ltd. | 2.04% | Reduce -0.2% | 67,552 | $2.3M |
| Stillwater Private Wealth, LLC | 1.49% | Reduce -51.2% | 64,177 | $2.3M |
| Wealthgarden F.S. LLC | 1.29% | Reduce -32.9% | 67,386 | $2.3M |
| Strategic Advisors LLC | 0.50% | Reduce -9.3% | 67,381 | $2.3M |
| Montis Financial, LLC | 0.47% | Reduce -0.9% | 67,303 | $2.3M |
| StoneX Group Inc. | 0.09% | Add +29.6% | 67,104 | $2.3M |
| IFG Advisory, LLC | 0.08% | Add +4047.5% | 67,024 | $2.3M |
| Townsend Asset Management Corp. /NC/ | 0.73% | Reduce -1.1% | 67,002 | $2.3M |
| Cooper/Haims Advisors, LLC | 0.97% | Reduce -2.9% | 66,531 | $2.3M |
| Signaturefd, LLC | 0.03% | Reduce -1.0% | 66,307 | $2.2M |
| Carnegie Investment Counsel | 0.04% | Add +9.3% | 66,239 | $2.2M |
| K2 Financial Inc. | 1.58% | Reduce -2.3% | 64,657 | $2.2M |
| Transamerica Financial Advisors, LLC | 0.19% | Add +10.8% | 65,619 | $2.2M |
| Herold Advisors, Inc. | 0.44% | Add +7.9% | 65,482 | $2.2M |
| First County Bank | 1.04% | Add +5.7% | 65,198 | $2.2M |
| Westmount Partners, LLC | 0.48% | Reduce -2.2% | 64,114 | $2.2M |
| Quadcap Wealth Management, LLC | 0.21% | Reduce -3.3% | 64,049 | $2.2M |
| Members Advisory Group LLC | 0.60% | Reduce -55.4% | 63,765 | $2.2M |
| Pine Valley Investments Ltd Liability Co | 0.09% | Add +9.7% | 63,037 | $2.1M |
| Park Place Capital Corp | 0.34% | Reduce -0.9% | 62,754 | $2.1M |
| Rothschild Wealth LLC | 0.17% | Reduce -9.4% | 62,058 | $2.1M |
| AllGen Financial Advisors, Inc. | 0.46% | Reduce -12.8% | 61,669 | $2.1M |
| Investors Research Corp | 0.37% | Reduce -1.3% | 61,608 | $2.1M |
| Signet Investment Advisory Group, Inc. | 0.91% | Add +0.2% | 61,286 | $2.1M |
| Paradigm Capital Management, LLC | 1.79% | Add +14.2% | 60,966 | $2.1M |
| Rinkey Investments | 0.48% | Add +0.6% | 60,688 | $2.1M |
| Valmark Advisers, Inc. | 0.02% | Add +9.0% | 60,262 | $2.0M |
| New England Private Wealth Advisors LLC | 0.20% | Add +0.0% | 60,667 | $2.0M |
| Sachetta, LLC | 0.99% | Reduce -1.1% | 59,907 | $2.0M |
| Indie Asset Partners, LLC | 1.94% | Reduce -2.8% | 59,864 | $2.0M |
| Opus Financial Solutions LLC | 1.61% | Add +2.7% | 59,013 | $2.0M |
| Sprinkle Financial Consultants LLC | 0.78% | Add +0.7% | 58,631 | $2.0M |
| Accredited Investors Inc. | 0.09% | Add +8.4% | 58,451 | $2.0M |
| Bailard, Inc. | 0.04% | No change | 57,852 | $2.0M |
| Nikulski Financial, Inc. | 0.42% | Reduce -8.3% | 57,392 | $1.9M |
| Yelin Lapidot Holdings Management Ltd. | 0.37% | No change | 57,120 | $1.9M |
| Obsidian Cio, LLC | 1.43% | Reduce -20.8% | 56,849 | $1.9M |
| RDA Financial Network | 0.42% | Add +6.6% | 56,782 | $1.9M |
| Indivisible Partners | 0.11% | Add +1.4% | 56,614 | $1.9M |
| Diversified Trust Co. | 0.03% | Add +0.0% | 56,457 | $1.9M |
| Segment Wealth Management, LLC | 0.10% | Add +13.7% | 55,990 | $1.9M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Add +3.4% | 55,969 | $1.9M |
| Lodestar Private Asset Management LLC | 0.16% | Reduce -1.9% | 55,773 | $1.9M |
| Vista Capital Partners, Inc. | 0.16% | Add +399.0% | 55,716 | $1.9M |
| Capital Advisors Wealth Management, LLC | 0.22% | Add +1.2% | 55,530 | $1.9M |
| Onyx Bridge Wealth Group LLC | 0.17% | Reduce -7.9% | 55,428 | $1.9M |
| Hershey Financial Advisers, LLC | 1.34% | Add +317.3% | 55,133 | $1.9M |
| Clarity Capital Advisors, LLC | 0.78% | Add +0.0% | 54,981 | $1.9M |
| Flputnam Investment Management Co. | 0.02% | Reduce -22.4% | 54,951 | $1.9M |
| Stevens Capital Partners | 0.35% | Reduce -1.7% | 54,503 | $1.8M |
| MidAtlantic Capital Management, Inc. | 1.14% | Reduce -0.6% | 54,287 | $1.8M |
| Retirement Income Solutions, Inc. | 0.32% | No change | 62,838 | $1.8M |
| BLVD Private Wealth, LLC | 1.36% | Reduce -15.3% | 53,919 | $1.8M |
| Capital Analysts, LLC | 0.04% | Reduce -0.2% | 53,866 | $1.8M |
| Pennsylvania Capital Management Inc. | 0.46% | Add +14.0% | 53,696 | $1.8M |
| VestGen Advisors, LLC | 0.05% | Reduce -44.7% | 53,594 | $1.8M |
| Summit Wealth Group LLC / Co. | 0.15% | Add +3.8% | 53,155 | $1.8M |
| Financial Consulate, Inc. | 0.20% | Add +0.1% | 53,128 | $1.8M |
| Juncture Wealth Strategies, LLC | 0.47% | Reduce -13.1% | 53,054 | $1.8M |
| Robinson Smith Wealth Advisors LLC | 1.07% | Add +0.0% | 53,025 | $1.8M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -0.7% | 52,853 | $1.8M |
| Prestige Wealth Management Group LLC | 0.32% | Reduce -0.2% | 52,813 | $1.8M |
| Simon Quick Advisors, LLC | 0.07% | Reduce -7.3% | 52,760 | $1.8M |
| Oxford Financial Group, LTD. LLC | 0.09% | Add +0.0% | 52,699 | $1.8M |
| Birchwood Financial Partners, Inc. | 1.43% | Add +0.1% | 51,813 | $1.8M |
| True North Advisors, LLC | 0.17% | Reduce -0.2% | 51,676 | $1.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Add +0.7% | 51,563 | $1.7M |
| Beacon Advisors Holdings, LLC | 0.85% | Add +0.1% | 51,391 | $1.7M |
| SageView Advisory Group, LLC | 0.06% | Reduce -0.9% | 51,242 | $1.7M |
| Greenwood Gearhart LLC | 0.08% | Add +6.8% | 50,944 | $1.7M |
| Lederer & Associates Investment Counsel | 1.13% | Add +10.3% | 50,678 | $1.7M |
| Arthur M. Cohen & Associates, LLC | 0.27% | No change | 50,648 | $1.7M |
| Bullock Wealth Management Group | 0.74% | Reduce -3.8% | 50,204 | $1.7M |
| Headinvest, LLC | 0.32% | Add +46.1% | 50,441 | $1.7M |
| Ancora Advisors LLC | 0.03% | Add +1.9% | 50,232 | $1.7M |
| Brookwood Investment Group LLC | 0.20% | Add +1.9% | 50,203 | $1.7M |
| Sowell Financial Services LLC | 0.06% | Reduce -11.8% | 50,176 | $1.7M |
| BCS Wealth Management | 0.31% | Add +4.7% | 50,163 | $1.7M |
| Tudor Investment Corporation | 0.01% | Reduce -27.3% | 50,068 | $1.7M |
| Optivise Advisory Services LLC | 0.86% | Add +2.4% | 49,918 | $1.7M |
| Keel Point, LLC | 0.10% | Add +13.6% | 49,592 | $1.7M |
| Hudson Edge Investment Partners Inc. | 0.23% | No change | 49,466 | $1.7M |
| Sculati Wealth Management, LLC | 0.56% | Reduce -0.6% | 48,943 | $1.7M |
| Keystone Financial Group | 0.10% | Reduce -2.6% | 49,167 | $1.7M |
| KLCM Advisors, Inc. | 0.13% | Add +4.8% | 48,832 | $1.7M |
| Empowered Funds, LLC | 0.01% | Reduce -0.3% | 48,708 | $1.6M |
| Wisconsin Wealth Advisors, LLC | 1.41% | Add +1.2% | 48,629 | $1.6M |
| Markowski Investments | 0.36% | — | 48,386 | $1.6M |
| MFG Wealth Management, Inc. | 1.16% | Reduce -0.6% | 47,921 | $1.6M |
| Two West Capital Advisors LLC | 0.80% | Add +2.3% | 47,372 | $1.6M |
| Florida Trust Wealth Management Co | 0.04% | Add +140.3% | 47,703 | $1.6M |
| Great Waters Wealth Management | 0.15% | Add +5.3% | 46,875 | $1.6M |
| Hancock Whitney Corp. | 0.03% | Reduce -8.1% | 46,839 | $1.6M |
| First Pacific Financial | 0.19% | Add +2.2% | 46,734 | $1.6M |
| Twin Cities Retirement Group LLC | 1.35% | Reduce -5.5% | 46,532 | $1.6M |
| Integrity Advisory Solutions, LLC | 0.16% | Add +13.9% | 46,417 | $1.6M |
| GWN Securities Inc. | 0.26% | Add +32.2% | 46,358 | $1.6M |
| Frisch Financial Group, Inc. | 0.27% | Add +121.2% | 46,159 | $1.6M |
| Fort Sheridan Advisors LLC | 0.17% | Add +0.7% | 46,071 | $1.6M |
| Cloud Capital Management, LLC | 0.57% | Reduce -0.8% | 46,020 | $1.6M |
| Signal Advisors Wealth, LLC | 0.08% | Add +7.7% | 45,767 | $1.5M |
| Integral Investment Advisors, Inc. | 0.34% | Reduce -6.2% | 45,117 | $1.5M |
| Nuveen, LLC | 0.00% | New | 45,061 | $1.5M |
| Petra Financial Advisors Inc. | 0.71% | Add +40.9% | 44,950 | $1.5M |
| Millington Financial Advisors, LLC | 0.60% | Reduce -0.3% | 44,393 | $1.5M |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +18.4% | 44,735 | $1.5M |
| Stonebrook Private Inc. | 0.28% | Add +27.2% | 44,612 | $1.5M |
| Talon Private Wealth, LLC | 0.18% | New | 44,393 | $1.5M |
| Boyum Wealth Architects LLC | 0.60% | No change | 43,582 | $1.5M |
| Capital Square, LLC | 0.66% | Add +2.0% | 43,195 | $1.5M |
| Woodmont Investment Counsel LLC | 0.08% | No change | 43,891 | $1.5M |
| Inspire Advisors, LLC | 0.10% | Reduce -5.0% | 43,687 | $1.5M |
| American Trust | 0.11% | Add +7.5% | 43,460 | $1.5M |
| Moran Wealth Management, LLC | 0.04% | Add +19.7% | 43,082 | $1.5M |
| TrueWealth Advisors, LLC | 0.33% | Reduce -0.2% | 42,993 | $1.5M |
| Legacy Wealth Advisors, LLC | 0.63% | No change | 42,866 | $1.5M |
| KCM Investment Advisors LLC | 0.04% | Add +6.5% | 42,724 | $1.4M |
| R2 Capital Strategies, LLC | 0.65% | — | 42,675 | $1.4M |
| Capital Advisors Inc. | 0.02% | Reduce -0.0% | 42,393 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -15.1% | 42,377 | $1.4M |
| CGN Advisors LLC | 0.10% | Add +1.4% | 42,147 | $1.4M |
| First Western Trust Bank | 0.07% | Add +90.5% | 41,777 | $1.4M |
| Commerce Bank | 0.01% | Reduce -0.1% | 41,631 | $1.4M |
| Ritholtz Wealth Management | 0.02% | Reduce -45.2% | 41,525 | $1.4M |
| Spartan Wealth Advisory Services LLC | 0.11% | Add +49.0% | 41,427 | $1.4M |
| Adams Asset Advisors, LLC | 0.16% | Reduce -0.7% | 41,324 | $1.4M |
| Gilbert & Cook, Inc. | 0.16% | No change | 40,903 | $1.4M |
| Moneco Advisors, LLC | 0.08% | Add +140.0% | 40,887 | $1.4M |
| WealthPLAN Partners, LLC | 0.26% | Add +53.4% | 40,871 | $1.4M |
| Modus Advisors, LLC | 0.34% | Reduce -0.9% | 40,751 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -18.8% | 40,431 | $1.4M |
| JBR Co Financial Management Inc | 0.50% | Reduce -22.6% | 40,284 | $1.4M |
| Fisher Asset Management | 0.00% | Reduce -31.3% | 40,108 | $1.4M |
| Insight Wealth Partners, LLC | 0.18% | Reduce -0.2% | 39,603 | $1.3M |
| Strategic Financial Concepts, LLC | 0.40% | Reduce -5.2% | 39,424 | $1.3M |
| Quartz Partners, LLC | 0.43% | Add +18.0% | 39,015 | $1.3M |
| Kintra Wealth, LLC | 0.07% | Reduce -52.3% | 36,390 | $1.3M |
| John W. Brooker & Co., CPAs | 1.58% | Reduce -20.6% | 38,596 | $1.3M |
| Aprio Wealth Management, LLC | 0.06% | Reduce -0.8% | 38,553 | $1.3M |
| AdvisorNet Financial, Inc | 0.06% | Reduce -8.5% | 38,490 | $1.3M |
| Asset Management Group, Inc. | 0.19% | Add +0.1% | 38,400 | $1.3M |
| Systelligence, LLC | 0.22% | Reduce -92.5% | 38,389 | $1.3M |
| Strategic Investment Solutions, Inc. | 0.29% | Reduce -7.3% | 38,055 | $1.3M |
| Blue Sky Capital Consultants Group, Inc. | 0.55% | Add +0.7% | 37,931 | $1.3M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Add +0.3% | 37,660 | $1.3M |
| Bulwark Capital Corp | 0.72% | Reduce -5.1% | 37,571 | $1.3M |
| Ameriflex Group, Inc. | 0.52% | Add +28.9% | 37,561 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +1.5% | 37,523 | $1.3M |
| Avion Wealth | 0.24% | Add +47.7% | 37,432 | $1.3M |
| Fusion Capital, LLC | 0.29% | Reduce -2.0% | 37,125 | $1.3M |
| Evercore Wealth Management, LLC | 0.02% | No change | 37,120 | $1.3M |
| Columbia Advisory Partners LLC | 0.69% | Add +13.7% | 37,110 | $1.3M |
| Prostatis Group LLC | 0.29% | Reduce -16.2% | 37,052 | $1.3M |
| Paragon Private Wealth Management, LLC | 0.33% | Reduce -18.7% | 36,991 | $1.3M |
| Cambria Investment Management, L.P. | 0.06% | Reduce -0.4% | 36,860 | $1.2M |
| Goldstein Advisors, LLC | 0.11% | Add +32.6% | 36,844 | $1.2M |
| Pinion Investment Advisors, LLC | 0.24% | Add +7.6% | 36,739 | $1.2M |
| Continuum Advisory, LLC | 0.10% | Add +9.3% | 36,523 | $1.2M |
| NewEdge Wealth, LLC | 0.01% | Reduce -4.5% | 36,500 | $1.2M |
| Windsor Advisory Group, LLC | 0.90% | Reduce -2.1% | 36,469 | $1.2M |
| Wealth Architects, LLC | 0.10% | Add +12.4% | 36,357 | $1.2M |
| Sunburst Financial Group, LLC | 0.20% | Reduce -1.6% | 36,256 | $1.2M |
| Blueprint Investment Partners LLC | 0.10% | Add +11.1% | 35,865 | $1.2M |
| Peterson Wealth Advisors, LLC | 0.14% | Add +0.7% | 35,829 | $1.2M |
| Cozad Asset Management Inc. | 0.08% | No change | 35,806 | $1.2M |
| Kathmere Capital Management, LLC | 0.06% | Add +6.7% | 35,800 | $1.2M |
| Wealthspan Partners, LLC | 0.38% | Add +1.8% | 35,738 | $1.2M |
| Independent Wealth Network Inc. | 0.31% | Reduce -4.8% | 35,662 | $1.2M |
| WCG Wealth Advisors LLC | 0.03% | Reduce -15.3% | 35,543 | $1.2M |
| Root Financial Partners, LLC | 0.05% | Add +25.4% | 35,380 | $1.2M |
| Blueprint Financial Advisors LLC | 0.13% | Add +11.3% | 35,245 | $1.2M |
| Sunpointe, LLC | 0.34% | Reduce -2.0% | 35,175 | $1.2M |
| Summit Trail Advisors, LLC | 0.01% | Add +1.4% | 35,107 | $1.2M |
| Symphony Financial, Ltd. Co. | 0.13% | Add +18.1% | 35,208 | $1.2M |
| Bluespring Wealth Management, LLC | 0.02% | New | 34,765 | $1.2M |
| Beacon Financial Advisory LLC | 0.23% | Add +4.1% | 34,671 | $1.2M |
| Kovack Advisors, Inc. | 0.06% | Add +2.6% | 34,379 | $1.2M |
| Bellevue Asset Management, LLC | 0.54% | Reduce -1.8% | 34,589 | $1.2M |
| Winthrop Advisory Group LLC | 0.08% | Add +7.6% | 34,582 | $1.2M |
| Aurora Private Wealth, Inc. | 0.74% | Add +1.2% | 34,450 | $1.2M |
| DecisionMap Wealth Management, LLC | 0.65% | Reduce -1.7% | 34,326 | $1.2M |
| Magnus Financial Group LLC | 0.08% | Reduce -25.1% | 34,266 | $1.2M |
| Modern Wealth Management, LLC | 0.01% | Add +130.8% | 34,149 | $1.2M |
| Stephens Inc. | 0.01% | Add +5.0% | 33,928 | $1.1M |
| Financial Life Advisors | 0.32% | No change | 33,702 | $1.1M |
| Adelphi Trust Co | 0.76% | Add +17.3% | 33,628 | $1.1M |
| Marotta Asset Management | 0.19% | Reduce -2.3% | 33,230 | $1.1M |
| UMB Bank, n.a. | 0.01% | Add +17.4% | 33,387 | $1.1M |
| Clearwater Capital Advisors, LLC | 0.08% | Add +33.0% | 33,293 | $1.1M |
| Islay Capital Management, LLC | 0.53% | No change | 33,159 | $1.1M |
| Platt Wealth Management LLC | 0.90% | Add +5.4% | 33,128 | $1.1M |
| Vantus Wealth LLC | 0.60% | — | 33,114 | $1.1M |
| SIMA Wealth Partners, LLC | 0.79% | Reduce -7.5% | 33,072 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.22% | Reduce -9.6% | 32,883 | $1.1M |
| Badgley Phelps Wealth Managers, LLC | 0.02% | Add +0.4% | 32,849 | $1.1M |
| Colorado Capital Management, Inc. | 0.38% | Add +0.1% | 32,658 | $1.1M |
| Hoese & Co LLP | 0.72% | Reduce -10.1% | 32,615 | $1.1M |
| Elser Financial Planning, Inc | 0.05% | Add +0.1% | 32,277 | $1.1M |
| Howard Bailey Securities, LLC | 0.41% | Add +17.9% | 32,138 | $1.1M |
| Missouri Trust & Investment Co | 0.29% | Reduce -9.5% | 31,714 | $1.1M |
| ARK & TLK Investments, LLC | 0.27% | Reduce -0.2% | 31,983 | $1.1M |
| Prudent Investors Network, Inc. | 0.21% | Add +24.8% | 31,942 | $1.1M |
| Planning Center, Inc. | 0.10% | Add +1.5% | 31,759 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.24% | Reduce -6.3% | 31,722 | $1.1M |
| Fortitude Advisory Group L.L.C. | 0.41% | Add +1.3% | 31,661 | $1.1M |
| Legacy Edge Advisors, LLC | 0.10% | Reduce -5.9% | 31,431 | $1.1M |
| SevenBridge Financial Group, LLC | 0.16% | Reduce -4.9% | 29,690 | $1.1M |
| Everett Harris & Co. | 0.01% | No change | 31,188 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 31,040 | $1.1M |
| Retirement Planning Group, LLC / NY | 0.57% | Reduce -4.9% | 30,952 | $1.0M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -2.1% | 30,803 | $1.0M |
| Yanni & Associates Investment Advisors, LLC | 0.96% | Reduce -3.5% | 30,710 | $1.0M |
| International Assets Investment Management, LLC | 0.06% | Add +4.5% | 30,386 | $1.0M |
| Eagle Wealth Advisors LLC | 0.79% | Add +0.1% | 30,544 | $1.0M |
| HMV Wealth Advisors, LLC | 0.40% | Add +0.0% | 30,342 | $1.0M |
| West Branch Capital LLC | 0.24% | Add +103.6% | 30,287 | $1.0M |
| NorthRock Partners, LLC | 0.01% | Reduce -11.1% | 30,267 | $1.0M |
| Sun Financial Inc | 0.48% | Reduce -6.3% | 28,485 | $1.0M |
| RCS Financial Planning, LLC | 0.48% | Add +0.0% | 30,012 | $1.0M |
| Monument Capital Management | 0.20% | New | 29,829 | $1.0M |
| Clear Retirement Advice LLC | 0.68% | Reduce -2.6% | 29,337 | $993K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -72.9% | 29,198 | $988K |
| Elevation Wealth Management LLC | 0.73% | Reduce -2.6% | 28,864 | $977K |
| Compass Capital Corp. /Ma/ | 0.32% | Reduce -17.4% | 27,357 | $977K |
| GS Investments, Inc. | 0.70% | Add +0.9% | 28,677 | $970K |
| OMC Financial Services LTD | 0.32% | Reduce -1.1% | 28,550 | $966K |
| VSM Wealth Advisory, LLC | 0.26% | Add +7.8% | 28,531 | $965K |
| Maia Wealth LLC | 0.14% | Add +11.2% | 28,453 | $963K |
| TCI Wealth Advisors, Inc. | 0.04% | Reduce -0.4% | 28,452 | $963K |
| Hidden Cove Wealth Management, LLC | 0.53% | Reduce -3.5% | 28,414 | $962K |
| Uptick Partners, LLC | 0.15% | Reduce -10.2% | 28,327 | $959K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -2.2% | 28,069 | $950K |
| Scotia Capital Inc. | 0.00% | Add +7.7% | 28,065 | $950K |
| Watershed Private Wealth LLC | 0.27% | No change | 28,024 | $948K |
| Hazlett, Burt & Watson, Inc. | 0.25% | Reduce -3.5% | 27,946 | $946K |
| IMC-Chicago, LLC | 0.01% | Add +143.4% | 27,868 | $943K |
| Florida Financial Advisors, LLC | 0.16% | Reduce -7.2% | 27,719 | $938K |
| Red Mountain Financial, LLC | 0.79% | Add +12.7% | 27,658 | $936K |
| Core Wealth Partners LLC | 0.40% | Add +0.0% | 27,596 | $934K |
| Castle Wealth Management LLC | 0.28% | Reduce -3.3% | 27,510 | $931K |
| NorthStar Asset Management LLC | 0.20% | Reduce -0.7% | 27,455 | $929K |
| Cornerstone Wealth Group, LLC | 0.06% | Add +1.0% | 27,360 | $926K |
| Pure Financial Advisors, LLC | 0.01% | Add +2.2% | 27,214 | $921K |
| Ogorek Anthony Joseph /NY/ | 0.23% | Reduce -1.8% | 27,198 | $920K |
| Advocacy Wealth Management, LLC | 0.03% | Reduce -0.1% | 27,133 | $918K |
| SpringVest Wealth Management LLC | 0.58% | No change | 27,121 | $918K |
| Strategic Wealth Partners, Ltd. | 0.06% | Add +4.3% | 27,081 | $916K |
| Essex LLC | 0.14% | Reduce -6.2% | 26,956 | $912K |
| Precision Wealth Strategies, LLC | 0.27% | Reduce -51.9% | 26,803 | $907K |
| Johnson Wealth Management, LLC | 0.38% | No change | 26,788 | $907K |
| Clear Investment Research, LLC | 1.41% | Add +0.2% | 26,757 | $905K |
| Resolute Wealth Advisor, Inc. | 0.51% | No change | 30,919 | $901K |
| Lakeridge Wealth Management LLC | 0.33% | Add +13.1% | 26,467 | $896K |
| Immaculate Wealth Management LLC | 6.04% | Add +0.0% | 26,361 | $892K |
| Optimus Capital Advisors, LLC | 0.48% | Add +15.9% | 26,337 | $891K |
| Altfest L J & Co. Inc. | 0.09% | Add +1.6% | 26,255 | $888K |
| Associated Banc-Corp | 0.02% | Add +0.5% | 26,189 | $886K |
| Dumont & Blake Investment Advisors LLC | 0.20% | Add +0.1% | 26,128 | $884K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +3.7% | 25,917 | $877K |
| Zhang Financial LLC | 0.03% | Add +50.8% | 25,860 | $875K |
| QRG Capital Management, Inc. | 0.01% | Add +98.3% | 25,771 | $872K |
| Signature Equity Partners, LLC | 0.40% | Reduce -9.0% | 25,715 | $870K |
| Godfrey Financial Associates, Inc. | 0.66% | Add +3.0% | 25,660 | $868K |
| Caprock Group, LLC | 0.02% | Add +21.0% | 25,584 | $866K |
| Cadent Capital Advisors, LLC | 0.18% | Reduce -23.6% | 25,525 | $864K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +1.6% | 25,422 | $860K |
| Relyea Zuckerberg Hanson LLC | 0.07% | No change | 25,394 | $859K |
| Costello Asset Management, INC | 0.26% | Reduce -0.1% | 25,344 | $858K |
| Ruggaard & Associates LLC | 0.31% | No change | 25,318 | $857K |
| Strategic Planning Group, LLC | 0.09% | Reduce -11.0% | 25,217 | $853K |
| CX Institutional | 0.02% | Reduce -89.6% | 25,207 | $853K |
| Kinetic Wealth Investment Advisors LLC | 0.40% | — | 24,947 | $844K |
| Synergy Investment Management, LLC | 0.20% | Add +1620.6% | 25,276 | $841K |
| Annex Advisory Services, LLC | 0.01% | Add +3.9% | 24,782 | $839K |
| Roffman Miller Associates Inc. | 0.04% | Reduce -3.2% | 24,670 | $835K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -4.0% | 24,528 | $830K |
| Freedom Investment Management, Inc. | 0.23% | Add +7.6% | 24,138 | $817K |
| Evanson Financial, LLC | 0.04% | — | 24,114 | $816K |
| Townsquare Capital LLC | 0.15% | Add +9.3% | 24,067 | $814K |
| Granite Bay Wealth Management, LLC | 0.07% | Add +59.9% | 24,015 | $813K |
| Global Wealth Strategies & Associates | 0.15% | Reduce -8.3% | 23,882 | $808K |
| Sovran Advisors, LLC | 0.06% | Add +0.3% | 23,914 | $807K |
| Wedbush Securities Inc. | 0.02% | Reduce -28.5% | 23,825 | $806K |
| Victory Financial Group, LLC | 0.08% | Reduce -4.3% | 23,805 | $806K |
| 25 LLC | 0.22% | New | 23,730 | $803K |
| Triangle Securities Wealth Management | 0.16% | Add +11.9% | 23,713 | $802K |
| Prosperity Consulting Group, LLC | 0.03% | Add +1.1% | 23,557 | $797K |
| Triad Wealth Partners, LLC | 0.05% | Add +35.2% | 22,802 | $795K |
| Members Trust Co | 0.02% | No change | 23,486 | $795K |
| Private Wealth Asset Management, LLC | 0.08% | No change | 23,345 | $790K |
| Soundwatch Capital LLC | 0.09% | Reduce -8.0% | 23,306 | $789K |
| Resolute Advisors LLC | 0.19% | Add +0.1% | 23,299 | $788K |
| ETF Store, Inc. | 0.66% | Add +14.7% | 23,294 | $788K |
| One Day In July LLC | 0.05% | Add +40.6% | 23,243 | $787K |
| Element Wealth, LLC | 0.30% | No change | 23,212 | $785K |
| Soltis Investment Advisors LLC | 0.05% | No change | 23,177 | $784K |
| Blackhawk Capital Partners, LLC | 0.26% | Reduce -11.1% | 23,144 | $783K |
| Summit Financial Strategies, Inc. | 0.05% | Reduce -12.7% | 23,061 | $780K |
| Cornerstone Enterprises, LLC | 0.36% | Reduce -2.5% | 23,016 | $779K |
| Crescent Grove Advisors, LLC | 0.07% | Reduce -9.5% | 22,901 | $775K |
| Mitchell Sinkler & Starr | 0.32% | No change | 22,882 | $774K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 22,670 | $767K |
| Kendall Capital Management | 0.13% | New | 22,667 | $767K |
| MBE Wealth Management, LLC | 0.27% | Add +2.2% | 22,649 | $766K |
| Intrua Financial, LLC | 0.07% | Add +217.6% | 22,619 | $765K |
| HighPoint Advisor Group LLC | 0.03% | Add +6.6% | 22,512 | $762K |
| Hilltop Wealth Advisors, LLC | 0.38% | Reduce -0.7% | 22,484 | $761K |
| Resurgent Financial Advisors LLC | 0.21% | Reduce -5.2% | 22,346 | $756K |
| Lantern Wealth Advisors, LLC | 0.35% | Add +11.9% | 22,293 | $754K |
| Aspiriant, LLC | 0.02% | Add +0.9% | 22,267 | $754K |
| SYM FINANCIAL Corp | 0.06% | No change | 22,124 | $749K |
| Citizens Financial Group Inc. | 0.01% | Add +9.3% | 22,100 | $748K |
| Hantz Financial Services, Inc. | 0.01% | Add +17.7% | 22,082 | $747K |
| LifeSteps Financial, Inc. | 0.35% | Reduce -5.4% | 22,062 | $747K |
| One Wealth Management Investment & Advisory Services, LLC | 0.78% | Reduce -22.5% | 21,924 | $742K |
| Planning Project LLC | 0.15% | — | 20,742 | $740K |
| Fortis Advisors, LLC | 0.35% | Reduce -11.5% | 21,812 | $738K |
| Stone Summit Wealth LLC | 0.19% | Add +0.1% | 21,679 | $734K |
| Smith Shellnut Wilson LLC | 0.27% | Add +23.9% | 21,549 | $729K |
| Vermillion Wealth Management, Inc. | 0.17% | Reduce -18.5% | 21,535 | $729K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +0.0% | 21,453 | $726K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 21,304 | $721K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Reduce -8.3% | 21,292 | $721K |
| Twelve Points Wealth Management LLC | 0.14% | Reduce -0.0% | 21,279 | $720K |
| Harmony Asset Management LLC | 0.19% | New | 21,268 | $720K |
| Hoey Investments, Inc. | 0.09% | Reduce -5.2% | 21,088 | $714K |
| Ascent Wealth Partners, LLC | 0.07% | Reduce -25.4% | 20,950 | $709K |
| Owen LaRue, LLC | 0.25% | Add +0.0% | 20,934 | $708K |
| Alpha Financial Advisors, LLC | 0.20% | Reduce -2.8% | 20,913 | $708K |
| Insight Advisors, LLC/ PA | 0.12% | Add +10.6% | 20,792 | $704K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -6.0% | 20,760 | $703K |
| OneAscent Wealth Management LLC | 0.21% | Reduce -39.1% | 20,741 | $702K |
| American Financial Advisors, LLC | 0.08% | Reduce -2.7% | 20,643 | $699K |
| Front Row Advisors LLC | 0.20% | Reduce -6.8% | 19,554 | $697K |
| Princeton Global Asset Management LLC | 0.10% | Add +10.0% | 20,581 | $696K |
| SVRN Asset Management, LLC | 0.36% | No change | 20,515 | $694K |
| Financial Planning Navigators CORP | 0.26% | Reduce -2.5% | 20,444 | $692K |
| Synergy Financial Group, LTD | 0.50% | Reduce -1.2% | 20,432 | $691K |
| WealthCare Investment Partners, LLC | 0.17% | Reduce -1.1% | 20,398 | $690K |
| Safeguard Investment Advisory Group, LLC | 0.16% | Add +6.7% | 20,366 | $689K |
| SVB Wealth LLC | 0.04% | Add +0.0% | 20,318 | $688K |
| Vanguard Advisers Inc. | 0.00% | Add +9.5% | 20,313 | $687K |
| Mission Creek Capital Partners, Inc. | 0.12% | Add +9.3% | 22,469 | $685K |
| Delta Asset Management LLC | 0.06% | Add +17.3% | 20,218 | $684K |
| Tower Bridge Advisors | 0.06% | Add +2.0% | 20,127 | $681K |
| J. M. Brown & Associates Inc. | 0.39% | — | 20,079 | $679K |
| L. Roy Papp & Associates, LLP | 0.07% | No change | 20,012 | $677K |
| SRH Advisors, LLC | 0.17% | Reduce -5.8% | 19,927 | $674K |
| Brighton Jones LLC | 0.01% | Add +8.4% | 19,916 | $674K |
| Aegis Wealth Management, Inc. | 0.43% | Add +54.7% | 19,898 | $673K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 19,592 | $672K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +17.9% | 19,853 | $672K |
| Bond & Devick Financial Network, Inc. | 0.16% | No change | 19,720 | $667K |
| Silver Oak Wealth Advisors Services, LLC | 0.40% | No change | 19,694 | $666K |
| Smith Chas P & Associates Pa Cpas | 0.03% | No change | 19,624 | $664K |
| Range Advisory, LLC | 0.08% | Add +69.5% | 19,558 | $662K |
| Barlow Wealth Partners, LLC | 0.07% | Add +24.1% | 19,284 | $660K |
| Fulcrum Equity Management | 0.53% | Add +129.9% | 19,498 | $660K |
| Blue Trust, Inc. | 0.01% | Reduce -1.2% | 19,471 | $659K |
| Norden Group LLC | 0.05% | Reduce -3.3% | 19,450 | $658K |
| Private Trust Co. NA | 0.05% | Add +55.3% | 19,446 | $658K |
| Seneschal Advisors, LLC | 0.45% | Add +3.5% | 19,373 | $656K |
| Lutz Financial Services LLC | 0.04% | Add +0.1% | 19,349 | $655K |
| Evergreen Capital Management LLC | 0.01% | Reduce -2.0% | 19,338 | $654K |
| RBA Wealth Management, LLC | 0.24% | Reduce -19.5% | 19,244 | $651K |
| Smith Salley Wealth Management | 0.03% | Add +45.4% | 19,226 | $651K |
| Van Hulzen Asset Management, LLC | 0.05% | Add +7.1% | 19,140 | $648K |
| Journey Advisory Group, LLC | 0.05% | New | 19,044 | $644K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -30.5% | 19,010 | $643K |
| Focused Wealth Management, Inc | 0.06% | Add +0.3% | 18,890 | $639K |
| Chapman Financial Group, LLC | 0.42% | No change | 18,856 | $638K |
| Blueline Advisors LLC | 0.44% | Add +0.0% | 18,665 | $632K |
| Fortis Capital Management LLC | 0.07% | Reduce -6.8% | 18,638 | $631K |
| White Lighthouse Investment Management Inc. | 0.08% | Reduce -3.5% | 18,633 | $631K |
| Valicenti Advisory Services Inc. | 0.12% | Reduce -1.3% | 18,564 | $628K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -21.6% | 18,548 | $628K |
| Hohimer Wealth Management, LLC | 0.07% | Add +0.0% | 18,541 | $627K |
| Baring Financial LLC | 0.34% | Reduce -12.4% | 18,453 | $624K |
| Amicus Financial Advisors, LLC | 0.15% | Reduce -10.1% | 18,438 | $624K |
| Cabot Wealth Management Inc. | 0.06% | Add +1.1% | 18,429 | $624K |
| Briggs Wealth Management, Inc | 0.57% | Add +8.3% | 18,354 | $621K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +0.1% | 18,353 | $621K |
| Global Assets Advisory, LLC | 0.14% | New | 18,085 | $619K |
| Tradewinds Capital Management, LLC | 0.11% | Add +0.4% | 18,235 | $617K |
| Wealth Advisory Team LLC | 0.50% | — | 18,176 | $615K |
| North Star Asset Management Inc. | 0.02% | Add +7.7% | 18,034 | $610K |
| Oarsman Capital, Inc. | 0.06% | Add +0.3% | 17,951 | $607K |
| Aspen Investment Management Inc | 0.16% | Add +0.1% | 17,885 | $605K |
| Redwood Financial Network Corp | 0.33% | Reduce -30.6% | 17,704 | $599K |
| Sharkey, Howes & Javer | 0.07% | Add +11.8% | 17,648 | $597K |
| Vanguard Capital Wealth Advisors | 0.40% | Add +0.1% | 17,626 | $596K |
| Networth Advisors, LLC | 0.35% | New | 17,618 | $596K |
| Wulff, Hansen & Co. | 0.46% | Add +21.4% | 17,617 | $596K |
| Annandale Capital, LLC | 0.09% | Add +0.1% | 17,546 | $594K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -25.1% | 17,495 | $592K |
| Auctus Advisors LLC | 0.50% | Add +12.7% | 17,467 | $591K |
| Alpha Omega Wealth Management LLC | 0.09% | Reduce -4.1% | 17,422 | $590K |
| Carrera Capital Advisors | 0.09% | New | 17,387 | $588K |
| Glassman Wealth Services | 0.07% | Add +0.8% | 17,370 | $588K |
| City Center Advisors, LLC | 0.47% | Add +82.9% | 17,319 | $586K |
| Ascension Capital Advisors, Inc. | 0.16% | Add +28.2% | 17,309 | $586K |
| SMART Wealth LLC | 0.13% | Reduce -9.2% | 17,176 | $581K |
| Swmg, LLC | 0.14% | Add +13.2% | 16,754 | $579K |
| Boyce & Associates Wealth Consulting, Inc. | 0.40% | Reduce -0.6% | 17,000 | $575K |
| Pathway Financial Advisors LLC | 0.07% | Reduce -0.3% | 16,842 | $575K |
| Ehrlich Financial Group | 0.30% | Add +1.2% | 16,953 | $574K |
| Freestone Capital Holdings, LLC | 0.01% | Add +2.7% | 16,929 | $573K |
| Everstar Asset Management, LLC | 0.28% | Add +0.0% | 16,848 | $570K |
| Carter Financial, LLC | 0.43% | Add +41.9% | 16,788 | $568K |
| Tranquility Partners, LLC | 0.20% | No change | 16,778 | $568K |
| Kastel Capital Advisors, LLC | 0.36% | No change | 19,454 | $567K |
| Geometric Wealth Advisors | 0.06% | No change | 16,688 | $565K |
| Brickley Wealth Management | 0.08% | Add +6.9% | 16,687 | $565K |
| Argos Wealth Advisors, LLC | 0.15% | Add +0.0% | 16,586 | $561K |
| D'Orazio & Associates, Inc. | 0.06% | No change | 16,556 | $560K |
| Fidelis Wealth Advisors LLC | 0.84% | New | 16,533 | $559K |
| Wealth Analytics Partners, LLC | 0.20% | No change | 16,096 | $557K |
| XY Planning Network, Inc. | 0.07% | New | 16,427 | $556K |
| CVFG LLC | 0.06% | No change | 16,307 | $552K |
| Moneywise, Inc. | 0.20% | Reduce -0.9% | 16,208 | $548K |
| J Hagan Capital, Inc. | 0.25% | Reduce -3.1% | 16,203 | $548K |
| First Trust Advisors LP | 0.00% | Reduce -5.6% | 16,196 | $548K |
| G2 Capital Management, LLC / Oh | 0.12% | No change | 16,092 | $545K |
| Lantz Financial LLC | 0.10% | No change | 16,052 | $543K |
| Obermeyer Wealth Partners | 0.02% | No change | 16,040 | $543K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -38.3% | 16,034 | $543K |
| Clark Asset Management, LLC | 0.04% | Reduce -38.0% | 15,930 | $539K |
| FSA Advisors, Inc. | 0.25% | New | 15,834 | $538K |
| WMG Financial Advisors, LLC | 0.20% | Add +0.8% | 15,847 | $536K |
| Dickmeyer Boyce Financial Management, Inc. | 0.28% | New | 15,776 | $534K |
| Affiance Financial, LLC | 0.08% | Add +0.1% | 15,775 | $534K |
| Optima Capital LLC | 0.21% | Reduce -41.4% | 15,718 | $532K |
| Ironwood Financial, llc | 0.08% | Reduce -2.0% | 15,471 | $532K |
| Lynx Investment Advisory | 0.17% | Add +1.0% | 15,709 | $532K |
| Wealth Management Nebraska | 0.05% | New | 15,632 | $529K |
| ZynergyRetirementPlanningLLC | 0.28% | Add +1.3% | 15,444 | $523K |
| Jamison Private Wealth Management, Inc. | 0.05% | Add +7.1% | 15,326 | $519K |
| Waterfront Wealth Inc. | 0.08% | Reduce -4.1% | 14,957 | $518K |
| Founders Grove Wealth Partners, LLC | 0.10% | No change | 15,285 | $517K |
| Arkos Global Advisors | 0.06% | Add +0.1% | 15,215 | $515K |
| Praetorian Wealth Management, Inc. | 0.09% | Add +0.6% | 15,185 | $514K |
| IVC Wealth Advisors LLC | 0.20% | No change | 15,148 | $513K |
| Financial Sense Advisors, Inc. | 0.11% | Reduce -11.8% | 15,099 | $511K |
| TFB Advisors LLC | 0.22% | Add +6.4% | 15,038 | $509K |
| Balefire, LLC | 0.08% | Add +42.1% | 14,977 | $507K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -21.1% | 14,955 | $506K |
| Colton Groome Financial Advisors, LLC | 0.12% | No change | 14,934 | $505K |
| Keenan, LLC | 0.36% | Add +0.0% | 14,923 | $505K |
| Wealth Effects LLC | 0.14% | Add +11.3% | 14,828 | $502K |
| Keybank National Association | 0.00% | Add +0.3% | 14,798 | $501K |
| Legend Financial Advisors, Inc. | 0.28% | Reduce -3.1% | 14,789 | $500K |
| Ankerstar Wealth, LLC | 0.42% | Add +8.0% | 14,747 | $499K |
| Vaughan David Investments LLC | 0.01% | Add +51.8% | 14,732 | $499K |
| CPC Advisors, LLC | 0.07% | No change | 14,719 | $498K |
| URS Advisory LLC | 0.28% | Add +22.4% | 14,711 | $498K |
| Naples Global Advisors, LLC | 0.03% | Add +35.7% | 14,703 | $498K |
| Patten & Patten Inc. | 0.03% | Add +0.1% | 14,659 | $496K |
| Global Endowment Management, LP | 0.05% | Reduce -20.2% | 14,654 | $496K |
| Red Door Wealth Management, LLC | 0.05% | Add +0.0% | 14,618 | $495K |
| Patrick M Sweeney & Associates, Inc. | 0.28% | Add +5.0% | 14,563 | $493K |
| Clifford Swan Investment Counsel LLC | 0.02% | Reduce -42.7% | 14,518 | $491K |
| Tull Financial Group, Inc. | 0.19% | Add +1.6% | 14,495 | $491K |
| Glass Jacobson Investment Advisors llc | 0.15% | Add +2.9% | 14,467 | $490K |
| Dearborn Partners LLC | 0.03% | No change | 14,450 | $489K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -6.2% | 14,423 | $488K |
| Manske Wealth Management | 0.12% | Reduce -3.6% | 14,404 | $487K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -51.0% | 14,346 | $485K |
| Wescott Financial Advisory Group, LLC | 0.04% | Add +46.3% | 14,312 | $484K |
| Grey Fox Wealth Advisors, LLC | 0.08% | Reduce -4.7% | 14,252 | $482K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -0.2% | 14,168 | $479K |
| Fairman Group, LLC | 0.38% | Reduce -2.4% | 14,134 | $478K |
| MCF Advisors LLC | 0.02% | Add +68.3% | 14,110 | $477K |
| Argent Trust Co | 0.01% | No change | 13,979 | $473K |
| Jacobi Capital Management LLC | 0.02% | New | 13,934 | $472K |
| Ritter Daniher Financial Advisory LLC / DE | 0.07% | Add +16.8% | 13,850 | $469K |
| Yoffe Investment Management, LLC | 0.54% | No change | 13,824 | $468K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -10.2% | 13,793 | $467K |
| Private Management Group Inc. | 0.01% | No change | 13,731 | $465K |
| Pursue Wealth Partners LLC | 0.26% | No change | 13,720 | $464K |
| Asio Capital, LLC | 0.06% | No change | 13,716 | $464K |
| Klingman & Associates, LLC | 0.02% | Reduce -5.2% | 13,634 | $461K |
| Stokes Family Office, LLC | 0.05% | No change | 13,596 | $460K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +6.8% | 13,541 | $458K |
| Third View Private Wealth, LLC | 0.06% | Add +39.2% | 13,540 | $458K |
| Marshall Investment Management, LLC | 0.19% | No change | 13,506 | $457K |
| Sentinel Pension Advisors, LLC | 0.06% | Reduce -1.1% | 13,254 | $453K |
| CCG Wealth Management, LLC | 0.10% | No change | 13,347 | $452K |
| Falcon Wealth Planning | 0.03% | Reduce -6.8% | 13,336 | $451K |
| Investments & Financial Planning, LLC | 0.21% | Reduce -0.7% | 13,299 | $450K |
| RHS Financial, LLC | 0.18% | Add +4.7% | 13,252 | $448K |
| SageGuard Financial Group, LLC | 0.06% | Add +1.4% | 13,246 | $448K |
| Fearless Solutions, LLC dba Best Invest | 0.24% | Reduce -0.3% | 13,237 | $448K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 13,204 | $447K |
| Lotus Asset Management LLC | 0.39% | — | 13,170 | $446K |
| Baker Tilly Wealth Management, LLC | 0.10% | Reduce -2.1% | 13,098 | $443K |
| ForthRight Wealth Management, LLC | 0.11% | No change | 12,925 | $437K |
| Invested Advisors | 0.39% | Reduce -25.6% | 12,924 | $437K |
| New Insight Wealth Advisors | 0.13% | Reduce -39.0% | 12,889 | $436K |
| D L Carlson Investment Group Inc. | 0.07% | Reduce -1.2% | 12,869 | $435K |
| Hamilton Capital, LLC | 0.02% | Add +10.8% | 12,866 | $435K |
| PUREfi Wealth, LLC | 0.24% | Reduce -11.1% | 12,800 | $433K |
| SOA Wealth Advisors, LLC. | 0.07% | Add +0.1% | 12,760 | $432K |
| Godsey & Gibb, Inc. | 0.04% | Add +0.9% | 12,669 | $429K |
| Cannon Financial Strategists, Inc. | 0.05% | Add +3.6% | 12,618 | $427K |
| Meridian Financial Advisors, LLC | 0.20% | Add +1.6% | 12,563 | $425K |
| Firestone Capital Management | 0.08% | Add +0.1% | 12,541 | $424K |
| Plan A Wealth LLC | 0.18% | Add +1.6% | 12,535 | $424K |
| Ipsen Advisor Group LLC | 0.27% | Reduce -3.8% | 12,530 | $424K |
| Hudock, Inc. | 0.05% | Add +0.0% | 12,517 | $424K |
| Beacon Financial Group | 0.04% | Reduce -6.7% | 12,503 | $423K |
| Trust Co. of Toledo NA | 0.04% | No change | 12,492 | $423K |
| Finer Wealth Management, Inc. | 0.19% | Add +1.5% | 12,444 | $421K |
| Zacks Investment Management | 0.00% | Reduce -0.9% | 12,377 | $419K |
| Balyasny Asset Management L.P. | 0.00% | New | 12,306 | $416K |
| Investment Planning Advisors, Inc. | 0.10% | Add +16.8% | 12,292 | $416K |
| Bridges Investment Management Inc. | 0.01% | Add +10.5% | 12,253 | $415K |
| Fulton Bank, N.A. | 0.01% | No change | 12,244 | $414K |
| IFC & Insurance Marketing, Inc. | 0.36% | Add +12.6% | 12,183 | $412K |
| Retireful, LLC | 0.38% | No change | 11,899 | $412K |
| NTV Asset Management LLC | 0.04% | No change | 12,173 | $412K |
| Personal Cfo Solutions, LLC | 0.06% | New | 12,127 | $410K |
| Traphagen Investment Advisors LLC | 0.03% | Reduce -7.9% | 12,097 | $409K |
| AMG National Trust Bank | 0.01% | No change | 12,000 | $406K |
| Vectors Research Management, LLC | 0.11% | No change | 11,995 | $406K |
| Courier Capital LLC | 0.02% | No change | 11,995 | $406K |
| KERR FINANCIAL PLANNING Corp | 0.45% | Add +0.0% | 11,935 | $404K |
| Teamwork Financial Advisors, LLC | 0.04% | Add +6.6% | 11,837 | $401K |
| Financial Management Professionals, Inc. | 0.04% | Reduce -6.6% | 11,803 | $399K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.1% | 11,799 | $399K |
| Canal Capital Management, LLC | 0.05% | New | 11,773 | $398K |
| One Wealth Capital Management, LLC | 0.11% | Add +53.0% | 11,770 | $398K |
| CWA Asset Management Group, LLC | 0.01% | Add +14.5% | 11,741 | $397K |
| Tred Avon Family Wealth, LLC | 0.12% | No change | 11,670 | $395K |
| Evolution Advisers, Inc. | 0.14% | No change | 11,589 | $392K |
| Seascape Capital Management | 0.09% | Add +0.1% | 11,592 | $392K |
| Rossmore Private Capital | 0.03% | No change | 11,580 | $392K |
| Earned Wealth Advisors, LLC | 0.03% | Add +6.1% | 11,544 | $391K |
| Fragasso Financial Advisors Inc | 0.02% | Add +0.1% | 11,519 | $390K |
| Axis Wealth Partners, LLC | 0.19% | Reduce -0.1% | 11,512 | $390K |
| Uptown Financial Advisors LLC | 0.28% | No change | 11,476 | $388K |
| Paladin Advisory Group, LLC | 0.26% | Reduce -1.3% | 11,458 | $388K |
| Ted Buchan & Co | 0.13% | Add +1.2% | 11,415 | $386K |
| Harvest Investment Services, LLC | 0.06% | Add +8.7% | 11,343 | $384K |
| LaFleur & Godfrey LLC | 0.05% | Add +0.4% | 11,297 | $382K |
| NWK Group, Inc. | 0.12% | Reduce -2.0% | 11,272 | $381K |
| Hutchens & Kramer Investment Management Group, LLC | 0.10% | Reduce -0.5% | 11,264 | $381K |
| American Money Management, LLC | 0.05% | Add +0.1% | 11,249 | $381K |
| Access Financial Services, Inc. | 0.12% | No change | 11,190 | $379K |
| Round Rock Advisors LLC | 0.05% | Add +0.8% | 11,173 | $378K |
| Stenger Family Office, LLC | 0.06% | Add +3.0% | 9,916 | $377K |
| Gradient Investments LLC | 0.01% | No change | 11,131 | $377K |
| Delta Investment Management, LLC | 0.06% | Reduce -1.4% | 11,115 | $376K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +1.3% | 11,063 | $374K |
| TPG Advisors LLC | 0.21% | No change | 11,053 | $374K |
| FF Advisors,LLC | 0.14% | Add +67.4% | 11,017 | $373K |
| Pathway Financial Advisers, LLC | 0.09% | Add +23.2% | 11,002 | $372K |
| Sunrise Financial Services, LLC | 0.22% | Reduce -5.0% | 10,982 | $372K |
| Omega Financial Group, LLC | 0.11% | Reduce -0.6% | 10,980 | $372K |
| Diversified Investment Strategies, LLC | 0.24% | Reduce -0.8% | 10,949 | $371K |
| GoalVest Advisory LLC | 0.07% | No change | 10,896 | $369K |
| Adamsbrown Wealth Consultants LLC | 0.07% | Add +0.1% | 10,873 | $368K |
| Turning Point Benefit Group, Inc. | 0.16% | Reduce -47.7% | 10,804 | $367K |
| Level Four Advisory Services, LLC | 0.01% | Add +8.1% | 10,857 | $367K |
| Summit Financial Consulting LLC | 0.25% | Reduce -1.9% | 10,851 | $367K |
| Advisor OS, LLC | 0.02% | Reduce -29.1% | 10,822 | $366K |
| Studio Investment Management LLC | 0.06% | Add +9.9% | 10,814 | $366K |
| Wealth Dimensions Group, Ltd. | 0.07% | Add +0.0% | 10,778 | $365K |
| Confluence Wealth Services, Inc. | 0.01% | New | 10,749 | $364K |
| Columbia Bank | 0.08% | No change | 10,740 | $363K |
| United Community Bank | 0.11% | Add +91.0% | 10,693 | $362K |
| BTC Capital Management, Inc. | 0.02% | No change | 10,688 | $362K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 10,688 | $362K |
| Financial Management, Inc. | 0.29% | Add +5.7% | 10,633 | $360K |
| Strategic Equity Management | 0.12% | No change | 10,623 | $359K |
| Atlas Brown,Inc. | 0.10% | Add +0.1% | 10,605 | $359K |
| OneAscent Family Office, LLC | 0.18% | Reduce -75.3% | 10,565 | $358K |
| Mason & Associates Inc | 0.06% | No change | 10,560 | $357K |
| OFS Enterprise LLC | 0.09% | Reduce -14.7% | 10,531 | $356K |
| Kavar Capital Partners Group, LLC | 0.04% | Add +6.3% | 10,515 | $356K |
| White Knight Strategic Wealth Advisors, LLC | 0.25% | Reduce -59.1% | 10,500 | $355K |
| Albion Financial Group | 0.02% | No change | 10,498 | $355K |
| Arete Wealth Advisors, LLC | 0.02% | New | 10,494 | $355K |
| Catalyst Investment Management LLC | 0.32% | Add +0.3% | 10,491 | $355K |
| COFG Advisors, LLC | 0.06% | New | 10,402 | $352K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Add +0.8% | 10,393 | $352K |
| Pinnacle Bancorp, Inc. | 0.09% | Add +22.9% | 10,391 | $352K |
| Orographic Financial Advisors, LLC | 0.23% | No change | 9,849 | $350K |
| Coastwise Capital Group, LLC | 0.20% | Reduce -13.4% | 10,296 | $348K |
| Western Reserve Capital Management, LLC | 0.26% | Reduce -0.0% | 10,294 | $348K |
| Coppell Advisory Solutions LLC | 0.03% | New | 14,518 | $348K |
| Evermay Wealth Management LLC | 0.04% | No change | 10,269 | $348K |
| Basepoint Wealth LLC | 0.20% | Add +0.2% | 10,265 | $347K |
| Liberty Square Wealth Partners LLC | 0.08% | Add +0.1% | 10,261 | $347K |
| REDW Wealth LLC | 0.12% | No change | 10,248 | $347K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -6.2% | 10,243 | $347K |
| Aspire Capital Advisors LLC | 0.07% | Reduce -13.3% | 10,207 | $345K |
| Accelerate Investment Advisors LLC | 0.20% | Add +1.6% | 10,179 | $344K |
| Capital Asset Advisory Services LLC | 0.01% | Add +0.1% | 10,113 | $342K |
| Stratos Investment Management, LLC | 0.01% | Reduce -13.4% | 9,969 | $337K |
| GDS Wealth Management | 0.02% | New | 9,965 | $337K |
| Canandaigua National Bank & Trust Co. | 0.03% | — | 9,936 | $336K |
| Trust Co of the South | 0.05% | No change | 9,920 | $336K |
| Morton Capital Management LLC | 0.05% | New | 9,884 | $334K |
| Well Done, LLC | 0.04% | New | 9,878 | $334K |
| Check Capital Management Inc. | 0.02% | No change | 9,800 | $332K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -0.3% | 9,772 | $331K |
| Glenmede Trust Co. NA | 0.00% | Add +4.0% | 9,736 | $329K |
| Tannin Capital LLC | 0.22% | Reduce -3.7% | 9,719 | $329K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +12.1% | 9,717 | $329K |
| First National Trust Co | 0.01% | No change | 9,665 | $327K |
| Riverstone Advisors, LLC | 0.14% | No change | 9,664 | $327K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Reduce -22.3% | 9,654 | $327K |
| MJT & Associates Financial Advisory Group, Inc. | 0.22% | No change | 9,617 | $325K |
| Sage Investment Counsel LLC | 0.32% | Reduce -3.8% | 9,555 | $323K |
| Jackson Thornton Wealth Management, LLC | 0.03% | No change | 9,490 | $321K |
| Cascade Wealth Advisors, Inc | 0.13% | No change | 8,962 | $321K |
| Palisade Asset Management, LLC | 0.03% | Reduce -0.2% | 9,462 | $320K |
| American Financial & Tax Strategies Inc. | 0.14% | Reduce -17.7% | 9,452 | $320K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | Add +20.5% | 9,404 | $318K |
| Value Investment Professionals, LLC | 0.27% | New | 9,377 | $317K |
| Glenview Trust Co | 0.00% | No change | 9,368 | $317K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.11% | — | 9,359 | $317K |
| Walkner Condon Financial Advisors LLC | 0.04% | Add +0.3% | 9,356 | $317K |
| LWM Advisors Inc. | 0.27% | Reduce -4.7% | 9,331 | $316K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Add +3.4% | 9,294 | $315K |
| Archvest Wealth Advisors, Inc. | 0.18% | Reduce -50.4% | 9,255 | $313K |
| Fonville Wealth Management LLC | 0.05% | Add +6.3% | 9,234 | $312K |
| Wingate Wealth Advisors, Inc. | 0.14% | Add +22.6% | 9,214 | $312K |
| PFG Investments, LLC | 0.01% | Add +4.7% | 9,192 | $311K |
| Stolper Co | 0.08% | Reduce -46.1% | 9,170 | $310K |
| Integrity Financial Corp | 0.15% | Reduce -0.2% | 9,148 | $310K |
| Rice Partnership, LLC | 0.04% | No change | 9,137 | $309K |
| Manuka Financial, LLC | 0.16% | No change | 9,065 | $307K |
| Prepared Retirement Institute LLC | 0.13% | Add +1.2% | 9,055 | $306K |
| Latitude Advisors, LLC | 0.12% | Reduce -2.8% | 9,020 | $305K |
| Cypress Capital Group | 0.03% | New | 9,000 | $305K |
| Saxon Interests, Inc. | 0.08% | No change | 8,984 | $304K |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.4% | 8,960 | $303K |
| Legacy Financial Group LLC | 0.03% | Add +0.1% | 8,944 | $303K |
| Lanark Financial, Inc. | 0.02% | Add +7.1% | 8,936 | $302K |
| Agate Pass Investment Management, LLC | 0.11% | New | 8,925 | $302K |
| Solidarity Wealth, LLC | 0.05% | New | 8,921 | $302K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 8,912 | $302K |
| Bright Futures Wealth Management, LLC. | 0.19% | Reduce -12.1% | 8,863 | $300K |
| Tulsa Wealth Advisors, INC | 0.04% | Add +25.0% | 8,816 | $298K |
| Copley Financial Group, Inc. | 0.18% | Reduce -2.7% | 8,803 | $298K |
| Precedent Wealth Partners, LLC | 0.05% | New | 8,774 | $297K |
| Operose Advisors LLC | 0.06% | Add +0.0% | 8,762 | $296K |
| Pennington Partners & Co., LLC | 0.10% | Add +0.0% | 8,757 | $296K |
| Morton Brown Family Wealth, LLC | 0.07% | Reduce -4.7% | 8,751 | $296K |
| Laurel Oak Wealth Management, LLC | 0.04% | Add +18.8% | 8,743 | $296K |
| ERn Financial, LLC | 0.05% | No change | 8,734 | $296K |
| NBT Bank, N.A. | 0.02% | Reduce -66.5% | 8,729 | $295K |
| Cypress Capital Management LLC (WY) | 0.25% | Add +4.2% | 8,589 | $291K |
| Mirador Capital Partners LP | 0.04% | Add +0.3% | 8,539 | $289K |
| JSF Financial, LLC | 0.05% | New | 8,500 | $288K |
| Axim Planning & Wealth | 0.41% | Add +23.1% | 8,476 | $287K |
| Summit Wealth Group, LLC | 0.06% | No change | 8,456 | $286K |
| Keystone Wealth Services, LLC | 0.05% | Reduce -3.5% | 8,450 | $286K |
| Telos Capital Management, Inc. | 0.03% | No change | 8,448 | $286K |
| McDonald Partners LLC | 0.07% | Add +0.5% | 8,445 | $286K |
| Weitzel Financial Services, Inc. | 0.10% | No change | 8,397 | $286K |
| W1M Asset Management Ltd | 0.00% | Add +8.4% | 8,395 | $284K |
| Accredited Investor Services, LLC | 0.16% | No change | 8,387 | $284K |
| Fourth Dimension Wealth, LLC | 0.09% | Reduce -1.9% | 8,382 | $284K |
| Daymark Wealth Partners, LLC | 0.01% | New | 8,270 | $280K |
| Emprise Bank | 0.10% | No change | 8,227 | $278K |
| Transcend Capital Advisors, LLC | 0.02% | New | 8,184 | $277K |
| Trust Point Inc. | 0.02% | No change | 8,167 | $276K |
| Franklin Resources Inc. | 0.00% | Reduce -2.1% | 8,153 | $276K |
| Kestra Investment Management, LLC | 0.01% | New | 8,151 | $276K |
| Ketron Financial | 0.09% | New | 8,151 | $276K |
| Pinkerton Wealth, LLC | 0.02% | No change | 9,464 | $276K |
| Lee Financial Co | 0.04% | New | 8,136 | $275K |
| WealthBridge Capital Management, LLC | 0.05% | New | 8,116 | $275K |
| Wolff Financial Management LLC | 0.05% | No change | 8,083 | $274K |
| ORBA Wealth Advisors, L.L.C. | 0.23% | New | 8,080 | $273K |
| Morris Financial Concepts, Inc. | 0.08% | No change | 8,076 | $273K |
| SeaBridge Investment Advisors LLC | 0.04% | No change | 8,048 | $272K |
| LFG Wealth Partners, LLC | 0.13% | Reduce -35.6% | 8,042 | $272K |
| Summit Global Investments | 0.01% | Reduce -34.5% | 8,027 | $272K |
| Hartline Investment Corp./ | 0.02% | Add +2.2% | 8,028 | $272K |
| Cove Private Wealth, LLC | 0.05% | New | 8,000 | $271K |
| Gotham Asset Management | 0.00% | No change | 8,000 | $271K |
| Bridgewater Advisors Inc. | 0.01% | Add +0.0% | 7,760 | $271K |
| Montz Harcus Wealth Management LLC | 0.10% | Reduce -0.7% | 7,973 | $270K |
| River Wealth Advisors LLC | 0.03% | Reduce -5.3% | 7,966 | $270K |
| Insight Wealth Strategies, LLC | 0.03% | No change | 7,896 | $269K |
| Aull & Monroe Investment Management Corp | 0.11% | Add +0.8% | 7,955 | $269K |
| MidFirst Bank | 0.02% | New | 7,944 | $269K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 7,916 | $268K |
| Fort Point Capital Partners LLC | 0.03% | No change | 7,907 | $268K |
| Crusonia Wealth Advisors LLC | 0.04% | Add +9.9% | 7,892 | $267K |
| Holderness Investments Co. | 0.04% | Add +7.8% | 7,868 | $266K |
| William Howard & Co Financial Advisors Inc | 0.21% | Add +0.1% | 7,857 | $266K |
| Boomfish Wealth Group, LLC | 0.12% | New | 7,834 | $265K |
| marrick wealth, LLC | 0.19% | New | 7,820 | $265K |
| FourThought Financial Partners, LLC | 0.02% | No change | 7,763 | $263K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.05% | Add +1.2% | 7,726 | $261K |
| Barclays PLC | 0.00% | No change | 7,720 | $261K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.06% | Reduce -73.3% | 8,220 | $261K |
| Crewe Advisors LLC | 0.02% | No change | 7,699 | $261K |
| Penobscot Wealth Management | 0.07% | Add +0.3% | 7,692 | $260K |
| Balboa Wealth Partners | 0.04% | New | 7,636 | $258K |
| Aviance Capital Partners, LLC | 0.03% | New | 7,619 | $258K |
| Redwood Investment Management, LLC | 0.03% | Add +0.1% | 7,593 | $257K |
| Apollon Financial, LLC | 0.03% | Add +8.3% | 7,563 | $256K |
| TrustWell Financial Advisors, LLC | 0.22% | Reduce -7.4% | 7,561 | $256K |
| Cladis Investment Advisory, LLC | 0.12% | No change | 7,536 | $255K |
| Elevation Wealth Partners, LLC | 0.08% | Reduce -2.3% | 7,528 | $255K |
| Summitry LLC | 0.01% | No change | 7,461 | $252K |
| Cora Capital Advisors LLC | 0.07% | Add +4.0% | 7,406 | $251K |
| Welch Financial Planning, LLC | 0.15% | No change | 7,392 | $250K |
| Seneca House Advisors | 0.09% | Reduce -22.2% | 7,391 | $250K |
| Bellwether Advisors, LLC | 0.04% | No change | 7,341 | $248K |
| Tanager Wealth Management LLP | 0.02% | No change | 7,323 | $248K |
| Venture Visionary Partners LLC | 0.01% | New | 7,280 | $246K |
| BAM Wealth Management, LLC | 0.15% | New | 7,279 | $246K |
| Empower Advisory Group, LLC | 0.00% | Reduce -15.3% | 7,276 | $246K |
| Equitable Trust Co. | 0.01% | Add +4.0% | 7,239 | $245K |
| Decision Investments, Inc. | 0.22% | No change | 7,200 | $244K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | New | 7,189 | $243K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -10.3% | 7,171 | $243K |
| Capital Investment Counsel, LLC | 0.03% | Reduce -35.9% | 7,131 | $241K |
| Seeds Investor LLC | 0.02% | Reduce -31.5% | 7,112 | $241K |
| Meyer Handelman Co. | 0.01% | No change | 7,096 | $240K |
| Ingalls & Snyder LLC | 0.01% | No change | 7,100 | $240K |
| Prospera Capital Management, LLC | 0.07% | New | 6,946 | $240K |
| Fortune Financial Advisors, LLC | 0.10% | New | 7,079 | $240K |
| Brightwater Advisory LLC | 0.15% | Reduce -28.3% | 7,049 | $239K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -2.8% | 7,030 | $238K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 7,007 | $237K |
| Greenleaf Trust | 0.00% | New | 6,976 | $236K |
| Define Financial, LLC | 0.11% | New | 6,971 | $236K |
| First Interstate Bank | 0.01% | New | 6,959 | $235K |
| BNC Wealth Management, LLC | 0.06% | Reduce -5.7% | 6,955 | $235K |
| American Institute for Advanced Investment Management, LLP | 0.14% | No change | 6,950 | $235K |
| Forza Wealth Management, LLC | 0.07% | No change | 6,948 | $235K |
| Hardin Capital Partners, LLC | 0.11% | New | 6,933 | $235K |
| BlackDiamond Wealth Management, LLC | 0.09% | New | 6,537 | $234K |
| Beacon Financial Strategies CORP | 0.12% | Add +10.8% | 6,852 | $232K |
| Tudor Financial Inc. | 0.10% | New | 6,827 | $231K |
| Equita Financial Network, Inc. | 0.06% | Reduce -18.9% | 6,820 | $231K |
| Vanguard National Trust Co | 0.01% | No change | 6,807 | $230K |
| Firethorn Wealth Partners, LLC | 0.07% | New | 6,805 | $230K |
| Innova Wealth Partners | 0.09% | New | 6,775 | $229K |
| Rodgers & Associates, LTD | 0.02% | New | 6,748 | $228K |
| Rockwood Wealth Management, LLC | 0.01% | New | 6,727 | $228K |
| Boston Standard Wealth Management, LLC | 0.03% | New | 6,644 | $227K |
| Lathrop Investment Management Co. | 0.04% | Reduce -5.7% | 6,668 | $226K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -6.2% | 6,676 | $226K |
| Navis Wealth Advisors, LLC | 0.09% | Reduce -14.2% | 6,658 | $225K |
| Compass Planning Associates Inc | 0.12% | New | 6,655 | $225K |
| Global Financial Private Client, LLC | 0.06% | New | 6,634 | $224K |
| Strive Financial Group ,LLC | 0.10% | Reduce -0.8% | 6,622 | $224K |
| Roundview Capital LLC | 0.01% | New | 6,520 | $221K |
| Cypress Wealth Services, LLC | 0.03% | New | 6,499 | $220K |
| EJMK Ventures LLC | 0.10% | Reduce -17.2% | 6,467 | $219K |
| Secure Asset Management, LLC | 0.03% | Reduce -96.9% | 6,462 | $219K |
| First National Advisers, LLC | 0.03% | New | 6,456 | $218K |
| Saxony Capital Management, LLC | 0.10% | Reduce -19.3% | 6,449 | $218K |
| Castle Rock Wealth Management, LLC | 0.04% | New | 6,389 | $218K |
| Pittenger & Anderson Inc. | 0.01% | No change | 6,432 | $218K |
| Essex Financial Services, Inc. | 0.01% | New | 6,416 | $217K |
| Riversedge Advisors, LLC | 0.03% | New | 6,412 | $217K |
| Procyon Advisors, LLC | 0.01% | New | 6,376 | $216K |
| Highland Capital Management, LLC | 0.01% | New | 6,350 | $215K |
| Piscataqua Savings Bank | 0.14% | No change | 6,334 | $214K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 6,288 | $214K |
| Avantra Family Wealth, Inc. | 0.14% | New | 6,325 | $214K |
| Mma Asset Management LLC | 0.07% | New | 6,304 | $213K |
| Peregrine Asset Advisers, Inc. | 0.05% | New | 6,275 | $212K |
| Sheets Smith Wealth Management | 0.02% | New | 6,268 | $212K |
| Hillcrest Wealth Advisors - NY, LLC | 0.08% | New | 6,240 | $211K |
| WealthPlan Investment Management, LLC | 0.01% | Reduce -53.2% | 6,231 | $211K |
| KM Capital Management Ltd. | 0.10% | New | 6,207 | $210K |
| Trilogy Capital Inc. | 0.01% | Reduce -60.8% | 6,187 | $209K |
| Centennial Wealth Advisory LLC | 0.05% | New | 6,173 | $209K |
| West Michigan Advisors, LLC | 0.04% | New | 6,120 | $207K |
| Fairfield, Bush & Co. | 0.10% | New | 6,096 | $206K |
| Anchor Investment Management, LLC | 0.02% | No change | 6,078 | $206K |
| CFS Investment Advisory Services, LLC | 0.01% | New | 5,964 | $203K |
| Valued Retirements, Inc. | 0.18% | New | 5,994 | $203K |
| Heritage Wealth Advisors | 0.01% | Add +0.6% | 5,994 | $203K |
| PKS Advisory Services, LLC | 0.03% | New | 5,981 | $202K |
| Centurion Wealth Management LLC | 0.05% | Reduce -16.4% | 5,979 | $202K |
| Merkkuri Wealth Advisors LLC | 0.13% | Reduce -3.3% | 5,962 | $202K |
| First Commonwealth Financial Corp | 0.03% | New | 5,952 | $201K |
| Pegasus Asset Management, Inc. | 0.06% | New | 5,931 | $201K |
| Addison Capital Co | 0.03% | New | 5,930 | $201K |
| Bennett Selby Investments LP | 0.06% | New | 5,924 | $200K |
| National Wealth Management Group, LLC | 0.06% | Reduce -66.5% | 5,911 | $200K |
| Pflug Koory, LLC | 0.08% | Add +0.1% | 5,882 | $199K |
| Clearstead Trust, LLC | 0.03% | No change | 5,756 | $195K |
| WealthShield Partners, LLC | 0.03% | Reduce -98.9% | 5,748 | $195K |
| Washington Trust Advisors, Inc. | 0.01% | Add +10.5% | 5,524 | $187K |
| Forum Finance Group S.A. | 0.07% | No change | 6,700 | $183K |
| Versant Capital Management, Inc | 0.02% | Add +29.8% | 5,319 | $180K |
| Kennebec Savings Bank | 0.14% | No change | 5,248 | $178K |
| Caitlin John, LLC | 0.09% | Add +135.8% | 4,949 | $167K |
| TD Capital Management LLC | 0.01% | Add +0.1% | 4,928 | $167K |
| First Horizon Corp. | 0.01% | No change | 4,800 | $162K |
| Lodestone Wealth Management LLC | 0.06% | Add +0.0% | 4,800 | $162K |
| Truvestments Capital LLC | 0.02% | Add +465800.0% | 4,659 | $158K |
| Tucker Asset Management LLC | 0.04% | Add +0.6% | 4,632 | $157K |
| Commonwealth Retirement Investments LLC | 0.04% | New | 4,562 | $154K |
| Citizens National Bank Trust Department | 0.02% | No change | 4,340 | $147K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -3.2% | 4,322 | $146K |
| Tounjian Advisory Partners, LLC | 0.06% | New | 4,270 | $145K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Reduce -0.1% | 4,262 | $144K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +1111.3% | 4,288 | $143K |
| Main Street Group, LTD | 0.03% | Reduce -4.2% | 4,063 | $137K |
| Mb, Levis & Associates, LLC | 0.05% | Add +0.1% | 4,037 | $137K |
| Sfam, LLC | 0.11% | No change | 4,025 | $136K |
| Concord Wealth Partners | 0.02% | New | 4,006 | $136K |
| Legacy Bridge, LLC | 0.04% | No change | 4,000 | $135K |
| Richards, Merrill & Peterson, Inc. | 0.04% | Reduce -30.6% | 3,968 | $134K |
| FWL Investment Management, LLC | 0.02% | New | 3,952 | $134K |
| C M Bidwell & Associates Ltd. | 0.05% | Reduce -0.0% | 3,906 | $132K |
| Friedenthal Financial | 0.06% | No change | 3,894 | $132K |
| Bell Investment Advisors, Inc | 0.02% | Reduce -31.7% | 3,817 | $129K |
| Pinney & Scofield, Inc. | 0.06% | No change | 3,760 | $127K |
| Toth Financial Advisory Corp. | 0.01% | Add +13.9% | 3,732 | $126K |
| HM Payson & Co. | 0.00% | Reduce -3.0% | 3,700 | $125K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -52.2% | 3,693 | $125K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +0.1% | 3,677 | $124K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -2.8% | 3,656 | $124K |
| YANKCOM Partnership | 0.04% | No change | 3,628 | $123K |
| Wolff Wiese Magana LLC | 0.06% | Add +0.1% | 3,568 | $121K |
| Tsfg, LLC | 0.01% | No change | 3,493 | $118K |
| Ni Acquisitions Company, LLC | 0.05% | — | 1,027 | $116K |
| Napier Financial, LLC | 0.02% | Add +35.8% | 3,424 | $116K |
| Gilpin Wealth Management, LLC | 0.08% | Add +1115.9% | 3,368 | $114K |
| Tidemark, LLC | 0.03% | No change | 3,278 | $111K |
| Armor Investment Advisors, LLC | 0.04% | No change | 3,260 | $110K |
| Abound Wealth Management | 0.02% | Reduce -13.7% | 3,254 | $110K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,128 | $106K |
| St Germain D J Co. Inc. | 0.00% | Add +0.0% | 3,013 | $102K |
| Palouse Capital Management, Inc. | 0.07% | Reduce -53.8% | 2,991 | $101K |
| Activest Wealth Management | 0.02% | Add +298.5% | 2,989 | $101K |
| Highline Wealth Partners LLC | 0.02% | Add +30.6% | 2,982 | $101K |
| First Community Trust NA | 0.04% | Add +662.3% | 2,935 | $99K |
| Stone House Investment Management, LLC | 0.01% | No change | 2,871 | $97K |
| Cherry Tree Wealth Management, LLC | 0.02% | New | 2,860 | $97K |
| National Bank of Canada | 0.00% | Reduce -49.6% | 2,770 | $94K |
| Founders Capital Management | 0.04% | Add +88.9% | 2,747 | $93K |
| Trust Co | 0.01% | Add +0.5% | 2,697 | $91K |
| WealthCollab, LLC | 0.03% | No change | 2,621 | $89K |
| Evolution Wealth Management Inc. | 0.05% | Add +4.1% | 2,579 | $87K |
| Cheviot Value Management, LLC | 0.01% | Add +0.1% | 2,524 | $85K |
| Longview Financial Advisors LLC | 0.04% | No change | 2,509 | $85K |
| MPWM Advisory Solutions, LLC | 0.04% | Add +0.1% | 2,506 | $85K |
| Key Financial Inc | 0.01% | Add +170.9% | 2,495 | $84K |
| Highland Investment Advisors LLC | 0.04% | — | 2,433 | $82K |
| Burk Holdings LLC | 0.03% | Reduce -15.4% | 2,422 | $82K |
| Blume Capital Management, Inc. | 0.01% | No change | 2,400 | $81K |
| Johnson Financial Group, Inc. | 0.00% | Add +2.4% | 2,354 | $80K |
| EPG Wealth Management LLC | 0.02% | New | 2,337 | $79K |
| Horizon Financial Services, LLC | 0.03% | No change | 2,332 | $79K |
| Kozak & Associates, Inc. | 0.01% | Add +0.1% | 2,286 | $78K |
| Trust Co. of Vermont | 0.00% | — | 2,220 | $75K |
| GAMMA Investing LLC | 0.00% | Add +18.6% | 2,145 | $73K |
| City Holding Co. | 0.01% | No change | 2,100 | $71K |
| Atlantic Union Bankshares Corp | 0.00% | Add +3.4% | 2,061 | $70K |
| HighMark Wealth Management LLC | 0.02% | Add +0.1% | 2,058 | $70K |
| Whipplewood Advisors, LLC | 0.05% | Add +3.8% | 2,039 | $69K |
| Planning Strategies Inc. | 0.04% | — | 2,021 | $68K |
| Bessemer Group Inc. | 0.00% | New | 2,006 | $68K |
| Zions Bancorporation, National Association | 0.00% | No change | 2,007 | $68K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +53.2% | 2,002 | $68K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -15.2% | 1,975 | $67K |
| Brooklyn FI, LLC | 0.01% | New | 1,924 | $66K |
| DiNuzzo Private Wealth, Inc. | 0.01% | No change | 1,927 | $65K |
| JNBA Financial Advisors | 0.00% | Add +0.1% | 1,919 | $65K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 1,912 | $65K |
| MTM Investment Management, LLC | 0.02% | No change | 1,895 | $64K |
| Security National Bank of Sioux City Iowa | 0.03% | New | 1,848 | $63K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 1,847 | $63K |
| JPL Wealth Management, LLC | 0.01% | No change | 1,840 | $62K |
| Bangor Savings Bank | 0.00% | No change | 1,840 | $62K |
| Creative Capital Management Investments LLC | 0.01% | Reduce -0.7% | 1,825 | $62K |
| Dorato Capital Management | 0.04% | No change | 1,776 | $62K |
| Bernard Wealth Management Corp. | 0.02% | Add +0.1% | 1,818 | $62K |
| Roxbury Financial LLC | 0.05% | No change | 1,796 | $61K |
| SHP Wealth Management | 0.00% | No change | 1,757 | $59K |
| Owl Creek Wealth Partners LLC | 0.02% | Add +0.1% | 1,720 | $58K |
| West Paces Advisors Inc. | 0.01% | No change | 1,708 | $58K |
| SouthState Bank Corp | 0.00% | Add +0.1% | 1,610 | $54K |
| Avalon Trust Co | 0.00% | No change | 1,600 | $54K |
| Quent Capital, LLC | 0.00% | Reduce -73.4% | 1,554 | $53K |
| Roble, Belko & Company, Inc | 0.01% | Reduce -2.0% | 1,523 | $52K |
| McGuire Capital Advisors Inc. | 0.03% | No change | 1,516 | $51K |
| Manning & Napier Advisors LLC | 0.00% | No change | 1,500 | $50K |
| Richardson Financial Services Inc. | 0.03% | Add +190.0% | 1,427 | $48K |
| Orion Capital Management LLC | 0.01% | New | 1,406 | $48K |
| Community Financial Services Group, LLC | 0.01% | No change | 1,368 | $47K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -27.4% | 1,364 | $46K |
| Financial Gravity Companies, Inc. | 0.01% | — | 1,319 | $45K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1,304 | $44K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,234 | $42K |
| Kilter Group LLC | 0.01% | No change | 1,078 | $36K |
| Oakmont Advisory Group, LLC | 0.03% | New | 1,074 | $36K |
| Silver Grove Financial Group, Inc. | 0.02% | Add +30.9% | 1,042 | $35K |
| Phillips Financial Management, LLC | 0.00% | No change | 1,016 | $34K |
| Dunhill Financial, LLC | 0.01% | Reduce -56.7% | 993 | $34K |
| Center for Financial Planning, Inc. | 0.00% | No change | 951 | $32K |
| TD Waterhouse Canada Inc. | 0.00% | Add +14.9% | 919 | $31K |
| Philadelphia Investment Partners, LLC | 0.02% | No change | 888 | $30K |
| Valued Wealth Advisors LLC | 0.01% | Reduce -1.1% | 860 | $29K |
| SWAN Capital LLC | 0.01% | Add +0.1% | 854 | $29K |
| Atwood & Palmer Inc. | 0.00% | Add +8.1% | 828 | $28K |
| Raffa Wealth Management, LLC | 0.00% | No change | 815 | $28K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | No change | 805 | $27K |
| Westfuller Advisors, LLC | 0.01% | No change | 802 | $27K |
| CGC Financial Services, LLC | 0.01% | No change | 800 | $27K |
| Lloyd Advisory Services, LLC. | 0.01% | Reduce -57.6% | 796 | $27K |
| Barrett & Company, Inc. | 0.01% | New | 777 | $27K |
| Howe & Rusling Inc. | 0.00% | Reduce -9.3% | 784 | $27K |
| Crews Bank & Trust | 0.00% | No change | 774 | $26K |
| Y.D. More Investments Ltd | 0.00% | Reduce -33.2% | 750 | $25K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 657 | $22K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -55.2% | 650 | $22K |
| GGM Financial LLC | 0.01% | Add +0.2% | 645 | $22K |
| Topsail Wealth Management, LLC | 0.00% | Add +13.0% | 634 | $21K |
| REAP Financial Group, LLC | 0.00% | Add +0.2% | 631 | $21K |
| Colonial Trust Advisors | 0.00% | No change | 625 | $21K |
| Investment Research & Advisory Group, Inc. | 0.01% | Add +0.2% | 617 | $21K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 609 | $21K |
| Go Invest LLC | 0.00% | Add +249.4% | 608 | $21K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 600 | $20K |
| Archer Investment Corp | 0.00% | Add +104.8% | 594 | $20K |
| Alerus Financial NA | 0.00% | No change | 580 | $20K |
| Rothschild Investment LLC | 0.00% | Add +0.2% | 577 | $20K |
| Triumph Capital Management | 0.00% | No change | 555 | $19K |
| Motco | 0.00% | Reduce -93.9% | 547 | $19K |
| Centerpoint Advisors, LLC | 0.01% | New | 544 | $18K |
| Noble Wealth Management PBC | 0.01% | Add +0.2% | 529 | $18K |
| JDM Financial Group LLC | 0.01% | No change | 512 | $17K |
| Quest 10 Wealth Builders, Inc. | 0.01% | New | 503 | $17K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 501 | $17K |
| Oakworth Capital, Inc. | 0.00% | No change | 483 | $16K |
| NFSG Corp | 0.00% | Add +12.6% | 484 | $16K |
| Chesapeake Asset Management LLC | 0.01% | No change | 480 | $16K |
| Morse Asset Management, Inc | 0.00% | No change | 467 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 460 | $16K |
| Tower View Wealth Management LLC | 0.01% | New | 430 | $15K |
| 10Elms LLP | 0.01% | No change | 392 | $13K |
| Providence Capital Advisors, LLC | 0.00% | No change | 375 | $13K |
| CrossGen Wealth, LLC | 0.01% | New | 360 | $12K |
| High Note Wealth, LLC | 0.00% | Add +35400.0% | 355 | $12K |
| Osbon Capital Management LLC | 0.01% | No change | 347 | $12K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 336 | $11K |
| Phillip James Consulting Co. | 0.01% | New | 310 | $10K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 304 | $10K |
| Allied Private Wealth LLC | 0.01% | — | 300 | $10K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 301 | $10K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 300 | $10K |
| Colonial Trust Co / SC | 0.00% | Reduce -24.7% | 283 | $10K |
| Towne Trust Company, N.A | 0.00% | No change | 276 | $9K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 256 | $9K |
| Financial Life Planners | 0.01% | No change | 251 | $9K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 248 | $8K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 233 | $8K |
| City State Bank | 0.00% | Reduce -42.8% | 221 | $7K |
| Cordant, Inc. | 0.00% | New | 220 | $7K |
| Breakwater Investment Management | 0.00% | Reduce -14.3% | 216 | $7K |
| Private Wealth Management Group, LLC | 0.00% | New | 212 | $7K |
| Sarver Vrooman Wealth Advisors | 0.00% | New | 197 | $7K |
| Signature Resources Capital Management, LLC | 0.00% | Add +387.8% | 200 | $7K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 187 | $6K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -73.8% | 184 | $6K |
| Bokf, NA | 0.00% | No change | 180 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 176 | $6K |
| Spurstone Advisory Services, LLC | 0.07% | Add +52.1% | 146 | $5K |
| American Capital Advisory, LLC | 0.00% | New | 145 | $5K |
| Hughes Financial Services, LLC | 0.00% | No change | 133 | $5K |
| Key Capital Management, INC | 0.00% | Reduce -36.1% | 133 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | New | 109 | $4K |
| Addison Advisors LLC | 0.00% | Add +167.5% | 107 | $4K |
| Sims Investment Management, LLC | 0.00% | New | 100 | $3K |
| Gen-Wealth Partners Inc | 0.00% | Add +17.8% | 86 | $3K |
| Gables Capital Management Inc. | 0.00% | New | 85 | $3K |
| Buck Wealth Strategies, LLC | 0.00% | New | 80 | $3K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 76 | $3K |
| 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 |
| Horizon Investments, LLC | 0.00% | Reduce -51.6% | 60 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | — | 55 | $2K |
| Tompkins Financial Corp. | 0.00% | Reduce -8.9% | 41 | $1K |
| Acumen Wealth Advisors, LLC | 0.00% | New | 40 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 36 | $1K |
| Bear Mountain Capital, Inc. | 0.00% | New | 33 | $1K |
| Wagner Wealth Management, LLC | 0.00% | No change | 22 | $750 |
| Imprint Wealth LLC | 0.00% | No change | 20 | $677 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 20 | $677 |
| PFS Partners, LLC | 0.00% | No change | 14 | $474 |
| Financially Speaking Inc | 0.00% | Reduce -52.9% | 16 | $467 |
| DecisionPoint Financial, LLC | 0.00% | No change | 13 | $444 |
| Nova Wealth Management, Inc. | 0.00% | No change | 12 | $406 |
| Winch Advisory Services, LLC | 0.00% | New | 6 | $203 |
"% 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.