Schwab US Mid Cap ETFSCHMETF
13F holders, Q2 2024 (June 30)856holders −4
48new positions
52sold out
3famous investors
$77.87avg. 13F price*
At the end of Q2 2024, 856 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings, down 4 from Q1 2024. 48 opened new positions and 52 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.7B), Creative Planning ($781.8M) and HighTower Advisors, LLC ($247.2M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Schwab US Mid Cap ETF
- CUSIP
- 808524508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $25.0M |
| Exits | 52 | $65.2M |
All 13F filers, Q1 2024 → Q2 2024: 2,821,380 shares bought and 4,286,307 shares sold, net −1,464,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 856 holders
| Financial Engines Advisors L.L.C. | 3.68% | Add +0.7% | 21,221,270 | $1.7B |
| Creative Planning | 0.83% | Reduce -0.8% | 10,044,550 | $781.8M |
| HighTower Advisors, LLC | 0.38% | Reduce -14.0% | 3,175,966 | $247.2M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +33.6% | 2,282,373 | $177.7M |
| Moneta Group Investment Advisors LLC | 2.77% | Add +3.3% | 2,230,752 | $173.6M |
| Wealth Enhancement Advisory Services, LLC | 0.38% | Reduce -3.2% | 2,070,818 | $161.2M |
| Cerity Partners LLC | 0.42% | Reduce -0.4% | 1,976,832 | $153.9M |
| Advisory Alpha, LLC | 5.64% | Add +7.2% | 1,837,312 | $143.0M |
| UBS Group AG | 0.04% | Reduce -2.6% | 1,514,371 | $117.9M |
| Legacy Wealth Management, LLC | 7.58% | Reduce -0.2% | 1,344,981 | $104.7M |
| Fragasso Financial Advisors Inc | 6.57% | Add +6.7% | 1,024,471 | $79.7M |
| JMG Financial Group, Ltd. | 2.82% | Reduce -0.7% | 969,285 | $75.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -1.1% | 774,023 | $60.2M |
| Prime Capital Investment Advisors, LLC | 0.88% | Reduce -58.4% | 765,250 | $59.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -18.9% | 743,041 | $57.8M |
| Mariner, LLC | 0.10% | Add +0.8% | 695,531 | $54.1M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +1.6% | 645,119 | $50.2M |
| Summit Financial Strategies, Inc. | 6.21% | Add +4.0% | 642,116 | $50.0M |
| Beacon Pointe Advisors, LLC | 0.55% | Reduce -0.2% | 600,702 | $46.8M |
| RKL Wealth Management LLC | 4.43% | Add +0.0% | 590,482 | $46.0M |
| Thrivent Financial for Lutherans | 0.09% | Add +7.9% | 587,364 | $45.7M |
| LPL Financial LLC | 0.02% | Reduce -0.5% | 515,979 | $40.2M |
| BLB&B Advisors, LLC | 2.14% | Reduce -6.6% | 501,712 | $39.0M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -1.7% | 500,344 | $38.9M |
| Gemmer Asset Management LLC | 4.01% | Add +3.5% | 481,378 | $37.5M |
| DAVENPORT & Co LLC | 0.22% | Add +5.7% | 442,329 | $34.4M |
| Advocacy Wealth Management, LLC | 2.67% | Add +3.3% | 416,550 | $32.4M |
| OneDigital Investment Advisors LLC | 0.38% | Reduce -2.8% | 392,748 | $30.6M |
| Moisand Fitzgerald Tamayo, LLC | 4.57% | Add +3.7% | 391,720 | $30.5M |
| Summit Asset Management, LLC | 3.53% | Add +4.0% | 384,420 | $29.9M |
| Buckingham Capital Management, Inc. | 3.38% | Add +0.6% | 362,558 | $28.2M |
| Morgan Stanley | 0.00% | Reduce -3.6% | 343,681 | $26.7M |
| Curi Capital, LLC | 0.63% | Add +1.6% | 339,582 | $26.4M |
| Exencial Wealth Advisors, LLC | 0.97% | Reduce -0.1% | 331,017 | $25.8M |
| Mokosak Advisory Group, LLC | 8.39% | Add +0.5% | 326,087 | $25.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 7.15% | Add +3.8% | 323,794 | $25.2M |
| Modera Wealth Management, LLC | 0.36% | Reduce -1.2% | 315,546 | $24.6M |
| Cetera Investment Advisers | 0.06% | Reduce -4.1% | 312,002 | $24.3M |
| Dynamic Advisor Solutions LLC | 0.76% | Add +18.0% | 311,185 | $24.2M |
| Manchester Financial Inc. | 5.80% | Add +1.2% | 302,522 | $23.5M |
| Jones Financial Companies LLLP | 0.03% | Add +26.6% | 288,972 | $22.5M |
| Sage Financial Group Inc. | 1.84% | Add +2.9% | 273,038 | $21.3M |
| Kestra Advisory Services, LLC | 0.11% | Add +435.4% | 264,878 | $20.3M |
| High Note Wealth, LLC | 6.16% | Add +7.7% | 258,928 | $20.2M |
| Noble Family Wealth, LLC | 5.77% | Reduce -13.1% | 257,361 | $20.0M |
| Bank of America Corp. | 0.00% | Add +4.0% | 256,903 | $20.0M |
| IFP Advisors, Inc | 0.77% | Add +0.7% | 250,364 | $19.5M |
| Northeast Financial Group, Inc. | 8.12% | Add +4.1% | 243,563 | $19.0M |
| Salem Investment Counselors Inc. | 0.61% | Reduce -3.9% | 241,127 | $18.8M |
| Newton One Investments LLC | 7.75% | Reduce -0.1% | 230,886 | $18.0M |
| Apollon Wealth Management, LLC | 0.55% | Add +1245.9% | 229,962 | $17.9M |
| Trust Point Inc. | 1.37% | Add +1.6% | 219,484 | $17.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -6.1% | 217,385 | $16.9M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.3% | 213,991 | $16.7M |
| Simplicity Wealth,LLC | 0.38% | Add +4.0% | 213,519 | $16.6M |
| Marshall Financial Group Inc. | 5.34% | Add +1.5% | 211,278 | $16.4M |
| Bangor Savings Bank | 1.64% | Reduce -0.8% | 210,825 | $16.4M |
| Bleakley Financial Group, LLC | 0.47% | Add +4.3% | 209,651 | $16.3M |
| Chicago Partners Investment Group LLC | 0.60% | Add +7.7% | 193,775 | $15.6M |
| Koshinski Asset Management, Inc. | 1.45% | Reduce -0.2% | 202,762 | $15.6M |
| Berkshire Asset Management LLC | 0.78% | Add +5.9% | 200,237 | $15.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.3% | 199,528 | $15.5M |
| ProVise Management Group, LLC | 1.32% | Reduce -15.4% | 199,150 | $15.5M |
| Denver PWM, LLC | 6.18% | Reduce -5.5% | 198,907 | $15.5M |
| Asset Management Group, Inc. | 2.25% | Reduce -1.2% | 190,137 | $14.8M |
| Lutz Financial Services LLC | 1.29% | Reduce -6.1% | 189,836 | $14.8M |
| Corient Private Wealth LP | 0.03% | Reduce -19.1% | 187,206 | $14.6M |
| Curbstone Financial Management Corp | 3.11% | Add +0.2% | 184,007 | $14.3M |
| FAS Wealth Partners, Inc. | 1.23% | Add +1.6% | 182,992 | $14.2M |
| Focus Financial Network, Inc. | 0.60% | Reduce -0.1% | 173,437 | $14.1M |
| Johnson Investment Counsel Inc. | 0.15% | Add +6.1% | 178,279 | $13.9M |
| HHM Wealth Advisors, LLC | 2.09% | Reduce -11.7% | 178,121 | $13.9M |
| HBK Sorce Advisory LLC | 0.48% | Reduce -18.7% | 176,779 | $13.8M |
| Savant Capital, LLC | 0.14% | Reduce -2.8% | 176,623 | $13.7M |
| Essex LLC | 3.06% | Add +3.4% | 175,692 | $13.7M |
| Richardson Capital Management LLC | 10.03% | Add +0.5% | 167,428 | $13.0M |
| Wells Fargo & Company | 0.00% | Reduce -6.8% | 166,248 | $12.9M |
| Triangle Securities Wealth Management | 3.64% | Add +1.6% | 165,733 | $12.9M |
| Raymond James & Associates | 0.01% | Reduce -6.7% | 165,129 | $12.9M |
| Harbor Group, Inc. | 3.29% | Reduce -1.1% | 164,870 | $12.8M |
| Pittenger & Anderson Inc. | 0.53% | Reduce -1.1% | 164,394 | $12.8M |
| Waverly Advisors, LLC | 0.24% | Add +12.1% | 159,411 | $12.4M |
| Larson Financial Group LLC | 0.84% | Reduce -3.5% | 158,563 | $12.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.5% | 156,843 | $12.2M |
| Omega Financial Group, LLC | 4.93% | Reduce -3.4% | 156,409 | $12.2M |
| First National Corp. /Ma/ | 2.83% | Reduce -9.7% | 152,666 | $11.9M |
| Valley National Advisers Inc. | 1.76% | Add +1.9% | 152,335 | $11.9M |
| Fifth Third Securities, Inc. | 1.08% | Add +2.8% | 149,855 | $11.7M |
| Seneca Financial Advisors LLC | 6.04% | Reduce -0.3% | 149,715 | $11.7M |
| Vantage Financial Partners, LLC | 3.00% | Add +1.4% | 148,690 | $11.6M |
| Leavell Investment Management, Inc. | 0.63% | Reduce -4.2% | 146,867 | $11.5M |
| Milestone Investment Advisors LLC | 2.96% | Reduce -4.1% | 143,076 | $11.1M |
| Pacific Sage Partners, LLC | 2.75% | Add +8.5% | 142,489 | $11.1M |
| Spinnaker Investment Group, LLC | 2.96% | Add +1.1% | 137,851 | $10.7M |
| Trinity Legacy Partners, LLC | 3.04% | Add +2.1% | 137,553 | $10.7M |
| Courage Miller Partners, LLC | 3.84% | Reduce -0.2% | 137,254 | $10.7M |
| MML Investors Services, LLC | 0.04% | Reduce -1.6% | 136,996 | $10.7M |
| St. Johns Investment Management Company, LLC | 5.01% | Reduce -1.8% | 135,636 | $10.6M |
| Moneywise, Inc. | 5.54% | Reduce -16.8% | 134,394 | $10.5M |
| Towercrest Capital Management | 1.69% | Reduce -3.4% | 131,991 | $10.3M |
| Alliance Wealth Management Group | 2.93% | Reduce -3.4% | 131,908 | $10.3M |
| Townsquare Capital LLC | 0.14% | Add +7.7% | 131,260 | $10.2M |
| Arbor Trust Wealth Advisors, LLC | 5.23% | Add +1.8% | 127,557 | $10.0M |
| Bush Investment Group, LLC | 8.53% | Add +0.6% | 127,706 | $9.9M |
| Berger Financial Group, Inc | 0.79% | Add +25.1% | 126,789 | $9.9M |
| Clearstead Advisors, LLC | 0.17% | Add +50.5% | 125,960 | $9.8M |
| Whittier Trust Co. of Nevada Inc. | 0.27% | Reduce -0.3% | 125,778 | $9.8M |
| Clearwater Capital Advisors, LLC | 1.04% | Add +0.2% | 125,623 | $9.8M |
| New York Life Investment Management LLC | 0.10% | Add +43.5% | 125,423 | $9.8M |
| Peak Financial Management, Inc. | 3.00% | Add +0.6% | 123,054 | $9.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -14.7% | 122,842 | $9.6M |
| North Star Asset Management Inc. | 0.45% | Reduce -0.9% | 120,738 | $9.4M |
| Christensen, King & Associates Investment Services, Inc. | 4.61% | Add +0.0% | 120,134 | $9.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +7.2% | 118,945 | $9.3M |
| Nadler Financial Group, Inc. | 1.07% | Reduce -0.4% | 117,045 | $9.1M |
| Tiller Private Wealth, Inc. | 3.93% | Reduce -1.0% | 115,043 | $9.0M |
| Fortis Capital Management LLC | 1.89% | Add +1.6% | 113,950 | $8.9M |
| Lincoln Capital Corp. | 3.79% | Add +0.5% | 113,474 | $8.8M |
| Sightline Wealth Advisors, LLC | 5.48% | Add +3.3% | 113,168 | $8.8M |
| Lee Financial Co | 1.42% | Reduce -1.2% | 111,522 | $8.7M |
| HB Wealth Management, LLC | 0.10% | Reduce -0.0% | 110,603 | $8.6M |
| Captrust Financial Advisors | 0.03% | Reduce -11.1% | 110,593 | $8.6M |
| Strategic Family Wealth Counselors, L.L.C. | 3.27% | Add +4.3% | 110,552 | $8.6M |
| Avior Wealth Management, LLC | 0.37% | Add +5.1% | 110,055 | $8.6M |
| Kohmann Bosshard Financial Services, LLC | 1.13% | Reduce -28.5% | 107,481 | $8.4M |
| Pring Turner Capital Group Inc. | 5.77% | Reduce -1.5% | 106,267 | $8.3M |
| Schaeffer Financial LLC | 8.85% | Reduce -6.3% | 104,809 | $8.2M |
| Blue Square Asset Management, LLC | 4.75% | Reduce -21.3% | 104,736 | $8.2M |
| Brown Wealth Management, LLC | 3.26% | Add +5.3% | 104,038 | $8.1M |
| Money Concepts Capital Corp. | 0.67% | Add +5.8% | 102,707 | $8.0M |
| Clear Creek Financial Management, LLC | 0.97% | Reduce -6.1% | 102,615 | $8.0M |
| Lodestar Private Asset Management LLC | 1.09% | Add +3.8% | 101,858 | $7.9M |
| Patriot Investment Management Group, Inc. | 0.62% | Reduce -3.1% | 101,301 | $7.9M |
| Cary Street Partners Investment Advisory LLC | 0.32% | Add +0.0% | 100,582 | $7.8M |
| Gradient Capital Advisors, LLC | 2.79% | Add +1.6% | 100,372 | $7.8M |
| Horizon Financial Services, LLC | 4.92% | Add +3.0% | 99,965 | $7.8M |
| RE Dickinson Investment Advisors, LLC | 4.72% | Add +1.6% | 99,546 | $7.8M |
| Brand Asset Management Group, Inc. | 3.24% | Add +5.0% | 98,462 | $7.7M |
| Buckingham Strategic Wealth, LLC | 0.08% | Reduce -1.9% | 96,528 | $7.5M |
| Meridian Wealth Partners, LLC | 1.32% | Add +0.1% | 96,278 | $7.5M |
| Truist Financial Corp. | 0.01% | Reduce -0.7% | 95,608 | $7.4M |
| Visionary Wealth Advisors | 0.48% | Add +3.1% | 95,292 | $7.4M |
| Cresset Asset Management, LLC | 0.03% | Reduce -1.1% | 94,819 | $7.4M |
| MAI Capital Management | 0.07% | Add +3.4% | 92,684 | $7.2M |
| Benjamin F. Edwards & Company, Inc. | 0.13% | Reduce -2.3% | 92,122 | $7.2M |
| Sunbelt Securities, Inc. | 0.71% | Add +6.7% | 89,180 | $6.9M |
| Cwm, LLC | 0.03% | Reduce -5.8% | 88,792 | $6.9M |
| Black Diamond Financial, LLC | 1.33% | Add +0.1% | 88,614 | $6.9M |
| Valley Forge Investment Consultants Inc. Adv | 2.60% | Reduce -3.5% | 88,230 | $6.9M |
| Ausdal Financial Partners, Inc. | 0.73% | Add +1.0% | 87,300 | $6.8M |
| Smithbridge Asset Management Inc. | 1.41% | Reduce -0.1% | 87,260 | $6.8M |
| Newman Dignan & Sheerar, Inc. | 1.73% | Add +2.1% | 86,302 | $6.7M |
| Voisard Asset Management Group, Inc. | 3.24% | Add +3.2% | 85,220 | $6.6M |
| Schneider Downs Wealth Management Advisors, LP | 1.46% | Add +2.4% | 84,390 | $6.6M |
| Main Street Financial Solutions, LLC | 0.62% | Add +4.9% | 84,115 | $6.5M |
| Councilor Wealth, LLC | 3.32% | Add +3.7% | 82,743 | $6.4M |
| John W. Brooker & Co., CPAs | 3.21% | Reduce -4.5% | 82,447 | $6.4M |
| Kavar Capital Partners Group, LLC | 1.14% | Add +2.3% | 81,265 | $6.3M |
| AQR Capital Management | 0.01% | Add +56.9% | 80,039 | $6.2M |
| LexAurum Advisors, LLC | 1.53% | Add +3.0% | 79,756 | $6.2M |
| Whittier Trust Co. | 0.09% | No change | 79,620 | $6.2M |
| Allworth Financial LP | 0.04% | Reduce -0.9% | 77,712 | $6.2M |
| Hoylecohen, LLC | 0.46% | Reduce -0.0% | 77,333 | $6.0M |
| American Money Management, LLC | 1.28% | Add +4.0% | 77,317 | $6.0M |
| Pps&v Asset Management Consultants, Inc. | 4.30% | Reduce -0.9% | 77,051 | $6.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -13.6% | 76,819 | $6.0M |
| Northern Capital Management, Inc. | 3.98% | Reduce -10.0% | 76,707 | $6.0M |
| Colorado Capital Management, Inc. | 3.25% | Reduce -3.5% | 74,784 | $5.8M |
| James J. Burns & Company, LLC | 1.14% | Add +61.5% | 74,370 | $5.8M |
| Financial Synergies Wealth Advisors, Inc. | 0.76% | Reduce -2.2% | 72,913 | $5.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +3.0% | 71,495 | $5.6M |
| Capital Advantage, Inc. | 1.14% | Reduce -9.1% | 71,625 | $5.6M |
| Pure Financial Advisors, LLC | 0.15% | Reduce -5.4% | 70,875 | $5.5M |
| Cape Investment Advisory, Inc. | 2.47% | Add +0.3% | 70,587 | $5.5M |
| Composition Wealth, LLC | 0.13% | Reduce -0.6% | 70,554 | $5.5M |
| Broadleaf Partners, LLC | 1.33% | Reduce -1.2% | 70,429 | $5.5M |
| Gill Capital Partners, LLC | 2.11% | Add +0.4% | 69,951 | $5.4M |
| Private Advisor Group, LLC | 0.04% | Add +3.0% | 69,759 | $5.4M |
| Northwest Capital Management Inc | 1.98% | Reduce -9.6% | 69,605 | $5.4M |
| Birchbrook, Inc. | 3.23% | Reduce -1.6% | 69,267 | $5.4M |
| Anchor Investment Management, LLC | 0.55% | Reduce -36.2% | 69,087 | $5.4M |
| DHJJ Financial Advisors, Ltd. | 2.26% | Reduce -0.4% | 68,766 | $5.4M |
| EWG Elevate Inc. | 1.92% | Reduce -0.9% | 67,519 | $5.3M |
| Valmark Advisers, Inc. | 0.09% | Add +1.2% | 67,152 | $5.2M |
| Lathrop Investment Management Co. | 1.02% | Reduce -4.8% | 66,872 | $5.2M |
| Pillar Wealth Advisors, LLC | 6.08% | Reduce -42.3% | 65,063 | $5.1M |
| Missouri Trust & Investment Co | 1.89% | Add +18.7% | 64,544 | $5.0M |
| CW Advisors, LLC | 0.08% | Reduce -1.1% | 63,745 | $5.0M |
| Susquehanna International Group, LLP | 0.01% | Add +82.5% | 62,951 | $4.9M |
| Exchange Capital Management, Inc. | 0.78% | Reduce -13.0% | 61,315 | $4.8M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +0.5% | 60,861 | $4.7M |
| Silver Oak Securities, Incorporated | 0.70% | Add +1.4% | 60,322 | $4.7M |
| Lido Advisors, LLC | 0.04% | Reduce -13.6% | 59,013 | $4.6M |
| McCarthy Asset Management, Inc. | 2.70% | Add +1.5% | 58,911 | $4.6M |
| Family Investment Center, Inc. | 1.36% | Reduce -1.6% | 58,551 | $4.6M |
| Brookstone Capital Management | 0.08% | Reduce -9.2% | 56,055 | $4.5M |
| Peterson Wealth Advisors, LLC | 0.95% | Reduce -1.3% | 57,904 | $4.5M |
| Hilltop Wealth Advisors, LLC | 2.26% | Reduce -6.2% | 57,849 | $4.5M |
| Lowe Brockenbrough & Co. Inc. | 0.30% | Reduce -5.4% | 57,006 | $4.5M |
| Texas Yale Capital Corp. | 0.21% | Add +0.4% | 57,010 | $4.4M |
| Gleason Group, Inc. | 0.88% | Add +0.0% | 55,929 | $4.4M |
| Asset Advisors Investment Management, LLC | 0.47% | Reduce -70.4% | 55,173 | $4.3M |
| Atlas Capital Advisors Inc. | 0.56% | Add +15.1% | 55,126 | $4.3M |
| Carolina Wealth Advisors, LLC | 2.10% | Add +8.5% | 55,031 | $4.3M |
| Ameritas Advisory Services, LLC | 0.16% | Add +0.7% | 53,734 | $4.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Reduce -4.7% | 53,370 | $4.2M |
| Mutual Advisors, LLC | 0.12% | Add +10.3% | 51,136 | $4.1M |
| Mengis Capital Management, Inc. | 0.84% | Add +0.4% | 52,762 | $4.1M |
| Halpern Financial, Inc. | 1.12% | Add +23.9% | 52,265 | $4.1M |
| Independent Solutions Wealth Management, LLC | 0.93% | Add +0.3% | 52,060 | $4.1M |
| Altus Wealth Group LLC | 2.01% | Reduce -21.4% | 51,648 | $4.0M |
| Powers Advisory Group, LLC | 2.19% | Add +7.0% | 51,585 | $4.0M |
| Acorn Wealth Advisors, LLC | 1.96% | Reduce -5.3% | 50,921 | $4.0M |
| Juncture Wealth Strategies, LLC | 1.66% | Add +1.4% | 50,817 | $4.0M |
| NewEdge Advisors, LLC | 0.03% | Add +24.5% | 50,285 | $3.9M |
| Everhart Financial Group, Inc. | 1.01% | Add +0.3% | 49,876 | $3.9M |
| WESCAP Management Group, Inc. | 1.09% | Reduce -1.5% | 49,677 | $3.9M |
| Arcataur Capital Management LLC | 1.38% | Reduce -2.8% | 49,575 | $3.9M |
| Steele Capital Management, Inc. | 0.21% | Reduce -0.9% | 49,293 | $3.8M |
| Alpha Omega Wealth Management LLC | 0.73% | Reduce -0.7% | 49,155 | $3.8M |
| Bensler, LLC | 0.50% | Reduce -10.9% | 47,979 | $3.7M |
| Game Plan Financial Advisors, LLC | 2.04% | Add +0.2% | 47,591 | $3.7M |
| Blue Barn Wealth, LLC | 2.06% | Add +4.3% | 47,561 | $3.7M |
| Clear Rock Advisors, LLC | 1.58% | Reduce -8.4% | 47,491 | $3.7M |
| Madden Advisory Services, Inc. | 1.87% | Reduce -1.0% | 47,303 | $3.7M |
| Blue Bell Private Wealth Management, LLC | 0.76% | Reduce -1.3% | 46,998 | $3.7M |
| Souders Financial Advisors | 0.54% | Add +1.9% | 46,163 | $3.6M |
| IHT Wealth Management, LLC | 0.13% | Add +11.8% | 45,958 | $3.6M |
| Von Berge Wealth Management Group, LLC | 2.27% | Reduce -0.6% | 46,274 | $3.6M |
| Jacobi Capital Management LLC | 0.31% | New | 45,632 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.11% | Reduce -12.8% | 45,572 | $3.5M |
| Sentinel Pension Advisors, LLC | 0.73% | Reduce -4.6% | 44,941 | $3.5M |
| Arrowroot Family Office, LLC | 2.24% | Reduce -5.5% | 44,873 | $3.5M |
| Reston Wealth Management LLC | 1.39% | Reduce -1.7% | 44,785 | $3.5M |
| Citizens Financial Group Inc. | 0.08% | Reduce -1.7% | 44,611 | $3.5M |
| Balanced Wealth Group LLC | 1.58% | Add +0.3% | 45,176 | $3.5M |
| Apollon Financial, LLC | 1.11% | Add +1.8% | 44,232 | $3.4M |
| Carmichael Hill & Associates, Inc. | 1.39% | Add +4.1% | 43,983 | $3.4M |
| Safeguard Financial, LLC | 0.95% | Reduce -4.3% | 43,938 | $3.4M |
| Wescott Financial Advisory Group, LLC | 0.39% | Reduce -8.1% | 43,662 | $3.4M |
| Focus Partners Wealth | 0.01% | Add +542.6% | 43,666 | $3.4M |
| Royal Bank of Canada | 0.00% | Reduce -33.5% | 43,585 | $3.4M |
| Pinnacle Associates Ltd. | 0.05% | Add +0.6% | 42,224 | $3.3M |
| Mather Group, Llc. | 0.04% | Add +6.8% | 40,321 | $3.3M |
| Pineridge Advisors LLC | 1.11% | New | 41,809 | $3.3M |
| Paradigm, Strategies in Wealth Management, LLC | 1.99% | Reduce -10.8% | 41,609 | $3.2M |
| Plante Moran Financial Advisors, LLC | 0.32% | Add +1.5% | 40,968 | $3.2M |
| Coldstream Capital Management Inc. | 0.08% | Reduce -7.3% | 40,620 | $3.2M |
| PCA Investment Advisory Services Inc. | 1.63% | Reduce -0.8% | 39,987 | $3.1M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -0.2% | 39,975 | $3.1M |
| Nicollet Investment Management, Inc. | 1.16% | Reduce -0.6% | 39,908 | $3.1M |
| Revolve Wealth Partners, LLC | 0.51% | Reduce -1.0% | 39,834 | $3.1M |
| MBA Advisors LLC | 1.58% | Reduce -5.5% | 39,589 | $3.1M |
| Element Wealth, LLC | 1.71% | Add +0.2% | 39,040 | $3.0M |
| Roundview Capital LLC | 0.24% | Reduce -0.7% | 38,947 | $3.0M |
| Farther Finance Advisors, LLC | 0.15% | Reduce -1.3% | 38,943 | $3.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.31% | Add +0.7% | 38,242 | $3.0M |
| Creekside Partners | 1.60% | — | 37,071 | $2.9M |
| Affinity Capital Advisors, LLC | 0.60% | Reduce -7.0% | 36,891 | $2.9M |
| Wealth Group Ltd | 0.86% | Reduce -0.5% | 36,671 | $2.9M |
| Sculati Wealth Management, LLC | 1.22% | Reduce -47.7% | 36,490 | $2.8M |
| Windsor Advisory Group, LLC | 5.68% | New | 36,377 | $2.8M |
| Bristlecone Advisors, LLC | 0.24% | Reduce -1.6% | 35,966 | $2.8M |
| Debussy Capital Management LP | 0.80% | Add +4.4% | 35,940 | $2.8M |
| Beacon Bridge Wealth Partners, LLC | 1.27% | Reduce -10.1% | 35,602 | $2.8M |
| One Capital Management, LLC | 0.09% | Add +136.7% | 35,585 | $2.8M |
| Wealthspire Advisors, LLC | 0.04% | No change | 35,581 | $2.8M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -2.4% | 35,564 | $2.8M |
| Napatree Capital LLC | 2.23% | Add +14.8% | 35,308 | $2.7M |
| Marquette Asset Management, LLC | 0.46% | Reduce -0.2% | 35,082 | $2.7M |
| Transform Wealth, LLC | 0.20% | Add +14.9% | 34,955 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -36.3% | 34,809 | $2.7M |
| Ulland Investment Advisors, LLC | 2.06% | Reduce -0.8% | 34,800 | $2.7M |
| HC Advisors, LLC | 2.44% | Reduce -4.1% | 33,974 | $2.6M |
| WealthShield Partners, LLC | 0.40% | Add +0.8% | 33,755 | $2.6M |
| Jackson Creek Investment Advisors LLC | 0.96% | Add +5.0% | 33,822 | $2.6M |
| Global Retirement Partners, LLC | 0.08% | Add +7.7% | 33,494 | $2.6M |
| Orcam Financial Group | 2.79% | Reduce -3.8% | 33,402 | $2.6M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.20% | Reduce -3.4% | 33,026 | $2.6M |
| River Wealth Advisors LLC | 0.37% | Reduce -0.6% | 32,979 | $2.6M |
| CRA Financial Services, LLC | 0.52% | Reduce -6.8% | 32,844 | $2.6M |
| Breed's Hill Capital LLC | 2.24% | No change | 32,450 | $2.5M |
| Capital Planning LLC | 0.75% | Add +55.0% | 32,171 | $2.5M |
| Leisure Capital Management | 1.14% | Reduce -0.5% | 31,411 | $2.4M |
| Tradition Wealth Management, LLC | 0.23% | Reduce -1.3% | 31,004 | $2.4M |
| Providence First Trust Co | 1.08% | No change | 30,773 | $2.4M |
| Zhang Financial LLC | 0.17% | Add +20.1% | 30,370 | $2.4M |
| Burkett Financial Services, LLC | 1.21% | Reduce -1.3% | 30,296 | $2.4M |
| SeaCrest Wealth Management, LLC | 0.27% | Add +7.3% | 30,174 | $2.3M |
| Compass Advisory Group LLC | 1.03% | Reduce -0.8% | 29,649 | $2.3M |
| Abbrea Capital, LLC | 0.30% | Reduce -1.1% | 29,345 | $2.3M |
| Novare Capital Management LLC | 0.20% | Reduce -5.1% | 29,115 | $2.3M |
| Boston Mountain Money Management Inc. | 1.49% | Reduce -3.5% | 29,029 | $2.3M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -10.2% | 28,728 | $2.2M |
| Krilogy Financial LLC | 0.16% | Reduce -11.3% | 28,689 | $2.2M |
| Collective Family Office LLC | 0.66% | Reduce -0.9% | 28,615 | $2.2M |
| Choreo, LLC | 0.04% | Add +41.3% | 28,763 | $2.2M |
| Centerpoint Advisors, LLC | 0.79% | No change | 28,000 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -2.5% | 27,517 | $2.1M |
| Wealthspire Retirement, LLC | 0.18% | Reduce -7.3% | 27,378 | $2.1M |
| Dakota Wealth Management | 0.05% | Add +0.6% | 27,340 | $2.1M |
| Destination Wealth Management | 0.07% | Reduce -3.5% | 27,183 | $2.1M |
| Joseph P. Lucia & Associates, LLC | 1.08% | Reduce -2.4% | 27,073 | $2.1M |
| SWS Partners | 0.63% | Reduce -8.0% | 26,959 | $2.1M |
| WBH Advisory Inc. | 0.21% | Reduce -0.5% | 26,544 | $2.1M |
| Clayton Financial Group LLC | 0.89% | Add +5.0% | 25,331 | $2.1M |
| Strategic Financial Planning, Inc. | 1.49% | Reduce -3.7% | 26,458 | $2.1M |
| Sunburst Financial Group, LLC | 0.55% | Reduce -7.5% | 25,994 | $2.0M |
| Red Door Wealth Management, LLC | 0.35% | Reduce -8.7% | 25,700 | $2.0M |
| Nicholas Hoffman & Company, LLC. | 0.09% | Add +0.0% | 25,402 | $2.0M |
| Athena Investment Management | 1.19% | Add +2.0% | 25,266 | $2.0M |
| Aspen Grove Capital, LLC | 0.46% | No change | 25,063 | $2.0M |
| Quadcap Wealth Management, LLC | 0.35% | New | 24,785 | $1.9M |
| Cambridge Financial Group, LLC | 0.88% | Add +1.0% | 24,734 | $1.9M |
| Sheets Smith Wealth Management | 0.23% | Add +0.9% | 24,674 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +15.2% | 24,547 | $1.9M |
| FMR LLC | 0.00% | Add +21.6% | 24,304 | $1.9M |
| Compass Financial Group, INC | 0.40% | Add +10.2% | 23,980 | $1.9M |
| LifeSteps Financial, Inc. | 1.53% | Reduce -4.5% | 23,851 | $1.9M |
| Cornerstone Wealth Group, LLC | 0.16% | Reduce -0.1% | 23,770 | $1.9M |
| Boltwood Capital Management | 0.57% | Add +0.8% | 23,598 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +31.9% | 23,538 | $1.8M |
| Madison Park Capital Advisors, LLC | 1.52% | Add +4.8% | 23,450 | $1.8M |
| Acas, LLC | 1.59% | Reduce -4.0% | 22,441 | $1.8M |
| Prentice Wealth Management LLC | 0.59% | Add +8.1% | 23,150 | $1.8M |
| Vision Capital Management, Inc. | 0.26% | Reduce -1.6% | 22,754 | $1.8M |
| Staley Capital Advisers Inc. | 0.08% | No change | 22,735 | $1.8M |
| Waterfront Wealth Inc. | 0.48% | Add +0.6% | 22,529 | $1.8M |
| Betterment LLC | 0.00% | Add +38.0% | 22,473 | $1.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 1.02% | Reduce -0.2% | 22,453 | $1.7M |
| Beaumont Financial Advisors, LLC | 0.14% | Reduce -0.8% | 22,448 | $1.7M |
| NorthRock Partners, LLC | 0.07% | Reduce -19.3% | 22,308 | $1.7M |
| Chesapeake Wealth Management | 0.62% | Reduce -1.4% | 22,061 | $1.7M |
| KCM Investment Advisors LLC | 0.06% | No change | 21,861 | $1.7M |
| Donaldson Capital Management, LLC | 0.07% | Add +25.8% | 21,562 | $1.7M |
| PFG Advisors | 0.11% | Add +36.1% | 21,494 | $1.7M |
| Econ Financial Services Corp | 1.03% | Add +2.0% | 21,436 | $1.7M |
| Stokes Family Office, LLC | 0.20% | New | 21,386 | $1.7M |
| Armor Investment Advisors, LLC | 0.76% | Reduce -1.0% | 21,133 | $1.6M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +394.3% | 20,964 | $1.6M |
| Venture Visionary Partners LLC | 0.07% | Reduce -0.3% | 20,602 | $1.6M |
| Koesten, Hirschmann & Crabtree, INC. | 1.03% | No change | 19,648 | $1.6M |
| Smith Anglin Financial, LLC | 0.16% | Add +2.8% | 20,549 | $1.6M |
| Ironwood Financial, llc | 0.36% | Reduce -2.1% | 20,486 | $1.6M |
| Cahill Financial Advisors Inc. | 0.22% | Reduce -0.5% | 20,211 | $1.6M |
| St. Louis Trust Co | 0.24% | Reduce -0.3% | 20,135 | $1.6M |
| Smith, Moore & Co. | 0.16% | Reduce -0.2% | 19,842 | $1.5M |
| Signature Estate & Investment Advisors LLC | 0.04% | New | 19,612 | $1.5M |
| Elevation Wealth Partners, LLC | 0.72% | Reduce -4.1% | 19,592 | $1.5M |
| Cambridge Advisors Inc. | 0.35% | Reduce -0.1% | 19,368 | $1.5M |
| Prudential Financial Inc. | 0.00% | Add +2.8% | 19,068 | $1.5M |
| Crescent Sterling, Ltd. | 1.41% | Reduce -7.4% | 18,903 | $1.5M |
| Blankinship & Foster, LLC | 0.38% | Add +6.9% | 18,875 | $1.5M |
| Sharkey, Howes & Javer | 0.23% | Reduce -7.1% | 18,678 | $1.5M |
| Uptick Partners, LLC | 1.11% | No change | 17,817 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Reduce -1.3% | 18,550 | $1.4M |
| Edge Capital Group, LLC | 0.07% | No change | 18,517 | $1.4M |
| Arkansas Financial Group, Inc. | 0.26% | No change | 18,480 | $1.4M |
| Warner Financial, Inc. | 0.69% | Add +1.1% | 18,263 | $1.4M |
| Fulton Breakefield Broenniman LLC | 0.10% | Reduce -1.5% | 18,228 | $1.4M |
| JFS Wealth Advisors, LLC | 0.11% | Reduce -2.3% | 18,057 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -60.1% | 18,035 | $1.4M |
| Ironwood Wealth Management, LLC. | 0.46% | Reduce -0.1% | 18,028 | $1.4M |
| Bfsg, LLC | 0.18% | Reduce -5.8% | 18,000 | $1.4M |
| Lazard Asset Management LLC | 0.00% | No change | 17,868 | $1.4M |
| Phillips Financial Management, LLC | 0.11% | Add +4.6% | 17,825 | $1.4M |
| Opal Wealth Advisors, LLC | 0.44% | Reduce -38.9% | 17,794 | $1.4M |
| Chandler Asset Management, Inc. | 0.28% | No change | 17,720 | $1.4M |
| LTG Capital LLC | 1.24% | Add +0.2% | 17,589 | $1.4M |
| Oldfather Financial Services, LLC | 0.56% | Add +1.1% | 17,469 | $1.4M |
| 1900 Wealth Management LLC | 0.13% | Reduce -5.1% | 17,431 | $1.4M |
| Bogart Wealth, LLC | 0.07% | Reduce -2.5% | 17,379 | $1.4M |
| Ifrah Financial Services, Inc. | 0.38% | Add +0.8% | 17,176 | $1.3M |
| IAG Wealth Partners, LLC | 0.27% | Reduce -3.4% | 16,999 | $1.3M |
| ETF Store, Inc. | 1.34% | Reduce -30.3% | 16,707 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Add +8.0% | 16,608 | $1.3M |
| Cedar Wealth Management, LLC | 0.42% | Add +13.6% | 16,531 | $1.3M |
| First Pacific Financial | 0.33% | Reduce -2.5% | 16,471 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.21% | Add +15.0% | 16,454 | $1.3M |
| Paulson Wealth Management Inc. | 0.37% | Reduce -2.9% | 16,385 | $1.3M |
| Pine Valley Investments Ltd Liability Co | 0.09% | Add +0.5% | 16,176 | $1.3M |
| Embree Financial Group | 0.24% | Add +5.1% | 16,152 | $1.3M |
| FIDELIS iM, LLC | 0.61% | No change | 16,005 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.21% | Reduce -0.2% | 15,953 | $1.2M |
| Aspiriant, LLC | 0.05% | Add +2.0% | 15,831 | $1.2M |
| FF Advisors,LLC | 0.86% | Reduce -0.4% | 15,775 | $1.2M |
| Naples Global Advisors, LLC | 0.12% | Add +2.7% | 15,645 | $1.2M |
| Benchmark Wealth Management, LLC | 0.65% | No change | 15,648 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.07% | Reduce -0.5% | 15,643 | $1.2M |
| ARK & TLK Investments, LLC | 0.45% | No change | 15,587 | $1.2M |
| S.A. Mason LLC | 0.69% | Add +2.0% | 15,569 | $1.2M |
| Graypoint LLC | 0.08% | Reduce -0.3% | 15,559 | $1.2M |
| US Bancorp \de | 0.00% | Add +4.5% | 15,394 | $1.2M |
| McAdam, LLC | 0.07% | Reduce -7.0% | 15,387 | $1.2M |
| Adamsbrown Wealth Consultants LLC | 0.46% | Reduce -3.8% | 15,200 | $1.2M |
| Goepper Burkhardt LLC | 0.53% | Add +0.7% | 15,165 | $1.2M |
| Condor Capital Management | 0.11% | Reduce -2.3% | 15,092 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +6.3% | 15,031 | $1.2M |
| Wisconsin Capital Management LLC | 0.59% | No change | 15,000 | $1.2M |
| Legacy Bridge, LLC | 0.69% | No change | 14,940 | $1.2M |
| Kingsview Wealth Management, LLC | 0.03% | Add +1.2% | 14,683 | $1.1M |
| Commerce Bank | 0.01% | New | 14,538 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.5% | 14,420 | $1.1M |
| SIMA Wealth Partners, LLC | 1.07% | — | 14,368 | $1.1M |
| Lowery Thomas, LLC | 0.81% | Reduce -1.3% | 14,326 | $1.1M |
| Altfest L J & Co. Inc. | 0.15% | Add +0.6% | 14,178 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.10% | New | 14,152 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | Reduce -0.3% | 13,979 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -13.7% | 13,736 | $1.1M |
| Kelman-Lazarov, Inc. | 0.20% | Reduce -1.0% | 13,773 | $1.1M |
| Sigma Investment Counselors Inc. | 0.07% | Reduce -0.3% | 13,761 | $1.1M |
| Forte Capital LLC | 0.13% | Reduce -29.1% | 13,683 | $1.1M |
| WFA of San Diego, LLC | 0.95% | — | 13,654 | $1.1M |
| Quadrant Capital Group LLC | 0.08% | Reduce -2.6% | 13,573 | $1.1M |
| Clear Investment Research, LLC | 1.37% | Add +0.0% | 13,548 | $1.1M |
| Harbour Investments, Inc. | 0.04% | Reduce -4.5% | 13,402 | $1.0M |
| Great Waters Wealth Management | 0.16% | Reduce -2.9% | 13,288 | $1.0M |
| Holderness Investments Co. | 0.24% | Add +3.0% | 13,200 | $1.0M |
| Orca Investment Management, LLC | 0.97% | Add +0.3% | 13,024 | $1.0M |
| Private Capital Management LLC | 0.20% | No change | 12,883 | $1.0M |
| Northern Trust Corp. | 0.00% | Reduce -14.6% | 12,872 | $1.0M |
| GHP Investment Advisors, Inc. | 0.05% | Add +2.0% | 12,868 | $1.0M |
| Bouchey Financial Group, Ltd. | 0.10% | No change | 12,849 | $1.0M |
| Sawgrass Asset Management LLC | 0.11% | No change | 12,691 | $988K |
| Thoroughbred Financial Services, LLC | 0.07% | Add +3.1% | 12,521 | $974K |
| Bigelow Investment Advisors, LLC | 0.46% | Reduce -0.6% | 12,498 | $973K |
| Redhawk Wealth Advisors, Inc. | 0.15% | Reduce -27.7% | 12,435 | $968K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.8% | 12,417 | $966K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -4.1% | 12,339 | $960K |
| Pathstone Holdings, LLC | 0.00% | Add +22.9% | 12,203 | $950K |
| Parallel Advisors, LLC | 0.02% | Add +6.8% | 12,152 | $946K |
| Madison Wealth Partners, Inc | 0.32% | Add +4.1% | 12,056 | $938K |
| Planning Capital Management Corp | 0.66% | Add +0.2% | 12,052 | $938K |
| Summit Financial, LLC | 0.04% | Reduce -9.2% | 11,996 | $937K |
| Compound Planning, Inc. | 0.07% | New | 12,011 | $935K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -29.5% | 11,928 | $928K |
| Motive Wealth Advisors | 0.55% | No change | 11,834 | $921K |
| Summit Financial Wealth Advisors, LLC | 0.19% | No change | 11,805 | $919K |
| Hilltop Partners LLC | 0.34% | Reduce -3.5% | 11,710 | $911K |
| Burns Matteson Capital Management, LLC | 0.57% | Reduce -4.2% | 11,565 | $900K |
| AMG National Trust Bank | 0.02% | No change | 11,550 | $899K |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +10.9% | 11,543 | $898K |
| Pacific Sun Financial Corp | 0.53% | Reduce -1.6% | 11,542 | $898K |
| Csenge Advisory Group | 0.05% | Reduce -0.9% | 11,496 | $895K |
| Clear Point Advisors Inc. | 0.73% | Reduce -3.7% | 11,441 | $890K |
| Fiduciary Trust Co | 0.01% | No change | 11,400 | $887K |
| Diligent Investors, LLC | 0.22% | No change | 11,387 | $886K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -3.7% | 11,244 | $875K |
| MCF Advisors LLC | 0.07% | Reduce -0.1% | 11,213 | $873K |
| Cornerstone Wealth Management, LLC | 0.07% | Add +1.2% | 11,166 | $869K |
| Cascade Financial Partners, LLC | 0.11% | Reduce -0.1% | 10,984 | $855K |
| BlueChip Wealth Advisors LLC | 0.50% | Reduce -2.1% | 10,954 | $853K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -4.2% | 10,926 | $852K |
| Tradewinds Capital Management, LLC | 0.25% | Reduce -94.9% | 10,845 | $844K |
| National Wealth Management Group, LLC | 0.64% | Reduce -5.6% | 10,771 | $838K |
| Values Added Financial LLC | 0.60% | Add +6.4% | 10,763 | $838K |
| Greenleaf Trust | 0.01% | Add +3.9% | 10,700 | $833K |
| Raymond James Trust N.A. | 0.02% | Add +3.7% | 10,598 | $825K |
| Cozad Asset Management Inc. | 0.08% | No change | 10,598 | $825K |
| Sigma Planning Corp | 0.03% | Reduce -17.6% | 10,565 | $822K |
| Parsons Capital Management Inc. | 0.06% | Reduce -22.4% | 10,419 | $811K |
| Sachetta, LLC | 0.35% | Reduce -4.6% | 10,027 | $809K |
| Princeton Global Asset Management LLC | 0.18% | Add +2.7% | 10,388 | $809K |
| Wedmont Private Capital | 0.05% | Add +35.7% | 10,079 | $806K |
| Onyx Bridge Wealth Group LLC | 0.13% | Reduce -0.6% | 10,124 | $788K |
| Red Mountain Financial, LLC | 0.94% | — | 10,039 | $781K |
| Seven Springs Wealth Group, LLC | 0.31% | No change | 10,004 | $779K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -20.7% | 9,979 | $777K |
| CAP Partners, LLC | 0.63% | Reduce -3.6% | 9,962 | $775K |
| Pegasus Asset Management, Inc. | 0.24% | Reduce -4.1% | 9,865 | $768K |
| Regal Investment Advisors LLC | 0.05% | Add +10.5% | 9,769 | $760K |
| Cynosure Group, LLC | 0.12% | No change | 9,744 | $758K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -1.0% | 9,743 | $758K |
| Retirement Planning Group, LLC | 0.05% | Reduce -11.8% | 9,718 | $756K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.2% | 9,713 | $756K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -5.2% | 9,713 | $756K |
| Fortitude Advisory Group L.L.C. | 0.45% | Add +4.4% | 9,668 | $752K |
| Rede Wealth, LLC | 0.69% | Reduce -7.5% | 9,633 | $750K |
| Long Island Wealth Management, Inc. | 0.52% | No change | 9,517 | $741K |
| First Hawaiian Bank | 0.03% | No change | 9,482 | $738K |
| Pennsylvania Capital Management Inc. | 0.29% | Reduce -8.7% | 9,479 | $738K |
| Whelan Financial | 0.33% | Reduce -4.0% | 9,398 | $731K |
| Calamos Advisors LLC | 0.01% | Add +0.8% | 9,388 | $731K |
| SOL Capital Management CO | 0.09% | Reduce -8.3% | 9,369 | $729K |
| Wilson & Boucher Capital Management, LLC | 0.56% | No change | 9,330 | $726K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +6.4% | 9,316 | $725K |
| Parkside Financial Bank & Trust | 0.11% | No change | 9,247 | $720K |
| Fort Point Capital Partners LLC | 0.09% | Reduce -0.7% | 9,198 | $716K |
| Eley Financial Management, Inc | 0.30% | Reduce -2.6% | 9,105 | $709K |
| Watershed Private Wealth LLC | 0.30% | Reduce -0.3% | 9,036 | $703K |
| Planning Alternatives Ltd. | 0.11% | Reduce -0.4% | 9,007 | $701K |
| Armstrong Advisory Group, Inc. | 0.06% | Reduce -2.6% | 8,989 | $700K |
| Pegasus Partners Ltd. | 0.07% | No change | 8,980 | $699K |
| SageView Advisory Group, LLC | 0.04% | New | 8,911 | $694K |
| Summit Trail Advisors, LLC | 0.02% | Add +135.6% | 8,831 | $690K |
| Fca Corp. | 0.22% | Add +0.1% | 8,811 | $686K |
| JBR Co Financial Management Inc | 0.48% | Reduce -0.3% | 8,750 | $681K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.0% | 8,726 | $679K |
| Townsend Asset Management Corp. /NC/ | 0.26% | Reduce -0.9% | 8,720 | $679K |
| Harfst & Associates, Inc. | 0.16% | Reduce -2.8% | 8,603 | $670K |
| NBT Bank, N.A. | 0.05% | Add +6.0% | 8,448 | $657K |
| Joule Financial, LLC | 0.27% | Reduce -1.9% | 8,397 | $656K |
| YHB Investment Advisors, Inc. | 0.06% | Reduce -0.9% | 8,419 | $655K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +27.9% | 8,372 | $652K |
| CVA Family Office, LLC | 0.12% | Add +9.7% | 8,343 | $649K |
| Modus Advisors, LLC | 0.23% | Reduce -1.9% | 8,328 | $648K |
| Continuum Wealth Advisors, LLC | 0.34% | Reduce -2.8% | 8,267 | $643K |
| D. E. Shaw & Co. | 0.00% | New | 8,239 | $641K |
| Arkos Global Advisors | 0.10% | Reduce -1.2% | 8,237 | $641K |
| Cooksen Wealth, LLC | 0.64% | Reduce -3.2% | 8,194 | $638K |
| Cooper/Haims Advisors, LLC | 0.36% | Reduce -0.5% | 8,193 | $638K |
| Relyea Zuckerberg Hanson LLC | 0.10% | No change | 8,030 | $625K |
| Arista Wealth Management, LLC | 0.16% | No change | 8,014 | $624K |
| Brown Advisory Inc. | 0.00% | Add +3.0% | 7,985 | $621K |
| Sage Investment Advisers LLC | 0.70% | Add +3.6% | 7,981 | $621K |
| Bcwm, LLC | 0.22% | Add +7.7% | 7,924 | $617K |
| Selective Wealth Management, Inc. | 0.27% | Reduce -1.7% | 7,901 | $608K |
| Squire Investment Management Company, LLC | 0.34% | Add +30.0% | 7,812 | $608K |
| Savvy Advisors, Inc. | 0.20% | Reduce -0.4% | 7,782 | $606K |
| LifePlan Financial, LLC | 0.56% | Add +3.6% | 7,771 | $605K |
| Columbus Macro, LLC | 0.23% | Reduce -3.9% | 7,726 | $601K |
| Aspen Investment Management Inc | 0.30% | Add +1.2% | 7,698 | $599K |
| Evermay Wealth Management LLC | 0.10% | Reduce -0.5% | 7,674 | $598K |
| Principal Securities, Inc. | 0.02% | Reduce -23.3% | 7,642 | $595K |
| Synovus Financial Corp. | 0.01% | Reduce -2.6% | 7,624 | $593K |
| TPG Advisors LLC | 0.50% | — | 7,583 | $590K |
| Brighton Jones LLC | 0.02% | Reduce -14.6% | 7,565 | $589K |
| Meridian Financial Advisors, LLC | 0.43% | Reduce -9.5% | 7,541 | $587K |
| Ruggaard & Associates LLC | 0.27% | No change | 7,534 | $586K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.17% | New | 7,438 | $581K |
| Apella Capital, LLC | 0.03% | New | 7,380 | $568K |
| World Investment Advisors | 0.03% | Reduce -6.0% | 7,146 | $556K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.6% | 7,153 | $554K |
| Pinkerton Wealth, LLC | 0.08% | No change | 7,042 | $548K |
| Front Row Advisors LLC | 0.19% | Add +0.6% | 6,995 | $546K |
| Vicus Capital | 0.05% | Reduce -3.3% | 7,017 | $546K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.1% | 6,995 | $544K |
| Financial Counselors Inc. | 0.01% | Add +17.5% | 6,987 | $544K |
| MADDEN SECURITIES Corp | 0.24% | No change | 6,957 | $541K |
| Simon Quick Advisors, LLC | 0.04% | Reduce -1.4% | 6,934 | $540K |
| D.B. Root & Company, LLC | 0.18% | Add +13.3% | 6,906 | $538K |
| Hendershot Investments Inc. | 0.08% | Add +2.2% | 6,888 | $536K |
| Oakwell Private Wealth Management, LLC | 0.15% | No change | 6,798 | $529K |
| Creegan & Nassoura Financial Group, LLC | 0.36% | No change | 6,780 | $528K |
| Hill Island Financial LLC | 0.17% | No change | 6,778 | $528K |
| Almanack Investment Partners, LLC. | 0.09% | Add +16.4% | 6,777 | $527K |
| Strategic Equity Management | 0.34% | Add +175.0% | 6,764 | $526K |
| Independent Advisor Alliance | 0.02% | Reduce -6.9% | 6,678 | $520K |
| Garrison Asset Management, LLC | 0.27% | Reduce -0.4% | 6,633 | $516K |
| Stordahl Capital Management, Inc. | 0.13% | No change | 6,603 | $514K |
| Warren Street Wealth Advisors, LLC | 0.25% | Reduce -1.5% | 6,444 | $502K |
| Mgo One Seven LLC | 0.02% | Reduce -27.5% | 6,442 | $501K |
| Twele Capital Management, Inc. | 0.11% | No change | 6,345 | $494K |
| Spire Wealth Management | 0.02% | Reduce -66.2% | 6,342 | $494K |
| Brogan Financial, Inc. | 0.31% | Add +1.7% | 6,290 | $490K |
| Sanctuary Advisors, LLC | 0.00% | — | 6,287 | $486K |
| Private Trust Co. NA | 0.05% | Reduce -20.1% | 6,207 | $483K |
| Well Done, LLC | 0.10% | No change | 6,200 | $483K |
| Aptus Capital Advisors, LLC | 0.01% | Add +65.7% | 6,193 | $482K |
| Aurora Private Wealth, Inc. | 0.42% | Reduce -0.6% | 6,188 | $482K |
| Haverford Trust Co | 0.01% | No change | 6,180 | $481K |
| National Bank of Canada | 0.00% | Add +72.8% | 6,055 | $480K |
| FineMark National Bank & Trust | 0.02% | Reduce -14.4% | 6,156 | $479K |
| Maia Wealth LLC | 0.14% | — | 5,916 | $476K |
| Smart Portfolios, LLC | 0.48% | Add +28.3% | 6,080 | $473K |
| Blair William & Co. | 0.00% | Reduce -13.0% | 6,030 | $469K |
| Leverty Financial Group, LLC | 0.28% | Add +14.0% | 6,016 | $468K |
| Pachira Investments Inc. | 0.41% | No change | 5,938 | $462K |
| Bank of New York Mellon Corp | 0.00% | Add +53.7% | 5,938 | $462K |
| West Coast Financial LLC | 0.05% | No change | 5,800 | $451K |
| Glass Jacobson Investment Advisors llc | 0.16% | Add +26.9% | 5,799 | $451K |
| Evernest Financial Advisors, LLC | 0.20% | No change | 5,791 | $451K |
| Asset Planning Services Inc. /La/ | 0.24% | Reduce -3.4% | 5,777 | $450K |
| Continental Investors Services, Inc. | 1.00% | No change | 5,777 | $450K |
| Curtis Advisory Group, LLC | 0.16% | Add +0.0% | 5,757 | $448K |
| MBE Wealth Management, LLC | 0.27% | Reduce -3.9% | 5,737 | $447K |
| Nova R Wealth, Inc. | 0.23% | Reduce -51.4% | 5,726 | $446K |
| Heritage Trust Co | 0.06% | No change | 5,700 | $444K |
| Caprock Group, LLC | 0.02% | No change | 5,680 | $444K |
| Castle Wealth Management LLC | 0.21% | Reduce -2.1% | 5,676 | $443K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -3.8% | 5,619 | $439K |
| Perissos Private Wealth Management, LLC | 0.39% | Reduce -24.8% | 5,610 | $437K |
| Mitchell Capital Management Co. | 0.08% | Reduce -8.6% | 5,576 | $434K |
| International Private Wealth Advisors LLC | 0.73% | No change | 5,554 | $432K |
| Millennium Capital Advisors, LLC | 0.29% | Reduce -1.1% | 5,528 | $430K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +35.8% | 5,458 | $425K |
| Triton Wealth Management, PLLC | 0.25% | Reduce -5.7% | 5,254 | $424K |
| Aspire Capital Advisors LLC | 0.14% | No change | 5,334 | $415K |
| Portside Wealth Group, LLC | 0.08% | New | 5,269 | $410K |
| Mendel Capital Management LLC | 0.26% | Add +4.0% | 5,257 | $409K |
| Williams Financial, LLC | 0.27% | Add +3.8% | 5,205 | $405K |
| M&T Bank Corp | 0.00% | No change | 5,087 | $396K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -46.7% | 5,050 | $393K |
| Tilia Fiduciary Partners, Inc. | 0.31% | Reduce -1.9% | 5,050 | $393K |
| KPP Advisory Services LLC | 0.10% | Add +34.5% | 5,028 | $391K |
| Bantamac Capital, LLC | 0.23% | No change | 5,000 | $389K |
| Acropolis Investment Management, LLC | 0.02% | No change | 4,999 | $389K |
| Country Club Bank | 0.03% | No change | 5,000 | $388K |
| Old Port Advisors | 0.12% | Reduce -0.4% | 4,966 | $386K |
| Heritage Wealth Partners, LLC | 0.56% | New | 4,932 | $384K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -3.9% | 4,905 | $382K |
| West Paces Advisors Inc. | 0.10% | No change | 4,900 | $381K |
| Hamilton Capital, LLC | 0.03% | Reduce -0.7% | 4,870 | $379K |
| Rock Point Advisors, LLC | 0.11% | Add +0.9% | 4,864 | $379K |
| Plancorp, LLC | 0.02% | No change | 4,847 | $377K |
| MeadowBrook Investment Advisors LLC | 0.36% | Add +1.5% | 4,835 | $376K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 4,564 | $372K |
| Berkeley, Inc | 0.23% | Reduce -29.0% | 4,764 | $371K |
| PFG Investments, LLC | 0.03% | Add +30.9% | 4,680 | $364K |
| Guardian Wealth Advisors, LLC | 0.24% | Add +0.8% | 4,671 | $364K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -9.7% | 4,666 | $363K |
| Resurgent Financial Advisors LLC | 0.23% | Reduce -38.0% | 4,653 | $362K |
| Diversify Advisory Services, LLC | 0.02% | Add +11.5% | 4,688 | $361K |
| Praetorian Wealth Management, Inc. | 0.09% | New | 4,636 | $361K |
| Ewa, LLC | 0.15% | Add +0.0% | 4,448 | $359K |
| NWF Advisory Services Inc. | 0.06% | Reduce -9.4% | 4,604 | $358K |
| Mirador Capital Partners LP | 0.07% | Reduce -4.0% | 4,582 | $357K |
| Marietta Investment Partners LLC | 0.08% | Reduce -2.6% | 4,574 | $356K |
| RBA Wealth Management, LLC | 0.14% | Add +1.4% | 4,535 | $353K |
| Choate Investment Advisors | 0.01% | New | 4,510 | $351K |
| Fingerlakes Wealth Management, Inc. | 0.31% | Reduce -0.7% | 4,469 | $348K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.2% | 4,438 | $346K |
| Patton Albertson Miller Group, LLC | 0.05% | No change | 4,430 | $345K |
| Trexquant Investment LP | 0.01% | New | 4,387 | $341K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,378 | $341K |
| Prestige Wealth Management Group LLC | 0.07% | No change | 4,359 | $340K |
| AlphaCore Capital LLC | 0.08% | Add +1113.7% | 4,248 | $332K |
| Harbour Capital Advisors, LLC | 0.08% | Reduce -4.2% | 4,245 | $327K |
| Lederer & Associates Investment Counsel | 0.24% | Reduce -1.8% | 4,172 | $325K |
| American Trust | 0.03% | Add +39.0% | 4,165 | $324K |
| AdvisorNet Financial, Inc | 0.03% | No change | 4,159 | $324K |
| Stockman Wealth Management, Inc. | 0.06% | No change | 4,121 | $321K |
| Firestone Capital Management | 0.09% | Reduce -0.4% | 4,109 | $320K |
| &partners | 0.01% | Add +19.9% | 4,100 | $319K |
| Harbour Investment Management LLC | 0.15% | Add +0.4% | 4,055 | $317K |
| Greenwood Gearhart LLC | 0.03% | Reduce -18.4% | 4,065 | $316K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 4,055 | $316K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 4,047 | $315K |
| Keystone Wealth Services, LLC | 0.10% | No change | 4,038 | $314K |
| White Knight Strategic Wealth Advisors, LLC | 0.31% | Reduce -12.6% | 4,034 | $314K |
| Total Wealth Planning, LLC | 0.05% | Reduce -2.5% | 3,817 | $314K |
| RFG Advisory, LLC | 0.01% | Add +3.6% | 4,012 | $312K |
| Strategic Investment Solutions, Inc. | 0.10% | — | 4,042 | $312K |
| Tenret Co LLC | 0.22% | No change | 4,002 | $311K |
| Kaizen Financial Strategies | 0.19% | Add +0.3% | 3,846 | $310K |
| Busey Bank | 0.01% | No change | 3,984 | $310K |
| Foundations Investment Advisors, LLC | 0.01% | New | 3,958 | $308K |
| Armbruster Capital Management, Inc. | 0.06% | Add +0.3% | 3,925 | $305K |
| Albion Financial Group | 0.02% | No change | 3,915 | $305K |
| Raub Brock Capital Management LP | 0.07% | No change | 3,887 | $303K |
| Goldstein Advisors, LLC | 0.05% | Add +1.6% | 3,876 | $302K |
| Calamos Wealth Management LLC | 0.02% | New | 3,833 | $298K |
| Elmwood Wealth Management, Inc. | 0.13% | No change | 3,826 | $298K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 3,820 | $297K |
| Gryphon Financial Partners LLC | 0.04% | New | 3,808 | $296K |
| BIP Wealth, LLC | 0.02% | Reduce -6.3% | 3,782 | $294K |
| Verdence Capital Advisors LLC | 0.03% | No change | 3,658 | $285K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 3,627 | $282K |
| Centaurus Financial, Inc. | 0.02% | Add +6.1% | 3,622 | $282K |
| Verity & Verity, LLC | 0.03% | Reduce -0.0% | 3,621 | $282K |
| TrueWealth Advisors, LLC | 0.10% | Reduce -57.1% | 3,602 | $280K |
| Unique Wealth, LLC | 0.07% | No change | 3,578 | $278K |
| Headinvest, LLC | 0.05% | Reduce -60.3% | 3,529 | $275K |
| Snowden Capital Advisors LLC | 0.01% | No change | 3,482 | $272K |
| Clarity Capital Advisors, LLC | 0.21% | No change | 3,458 | $269K |
| Kestra Private Wealth Services, LLC | 0.01% | No change | 3,443 | $268K |
| Sandy Spring Bank | 0.01% | No change | 3,436 | $267K |
| FinDec Wealth Services, Inc. | 0.17% | Reduce -7.5% | 3,434 | $267K |
| TrinityPoint Wealth, LLC | 0.04% | No change | 3,423 | $266K |
| Optimum Investment Advisors | 0.12% | Add +1.3% | 3,403 | $265K |
| Financial Consulate, Inc. | 0.08% | No change | 3,389 | $264K |
| Beck Mack & Oliver LLC | 0.01% | New | 3,389 | $264K |
| American Financial Advisors, LLC | 0.04% | Add +7.5% | 3,357 | $261K |
| Appleton Partners Inc. | 0.02% | Reduce -13.2% | 3,355 | $261K |
| Ascension Capital Advisors, Inc. | 0.14% | No change | 3,310 | $258K |
| Caldwell Trust Co | 0.03% | No change | 3,215 | $250K |
| Comerica Bank | 0.00% | Reduce -0.2% | 3,207 | $250K |
| Apeiron RIA LLC | 0.08% | Add +3.1% | 3,206 | $250K |
| Ancora Advisors LLC | 0.01% | Reduce -4.4% | 3,202 | $249K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -17.4% | 3,183 | $248K |
| Old National Bancorp | 0.01% | No change | 3,171 | $247K |
| Mission Wealth Management, LP | 0.01% | Reduce -58.6% | 3,143 | $245K |
| Arlington Financial Advisors, LLC | 0.05% | Reduce -11.6% | 3,130 | $244K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +67.0% | 3,120 | $243K |
| Thrive Wealth Management, LLC | 0.05% | Add +8.4% | 3,117 | $243K |
| Gainplan LLC | 0.12% | Reduce -2.5% | 3,111 | $242K |
| FSM Wealth Advisors, LLC | 0.08% | No change | 3,106 | $242K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 3,100 | $241K |
| Awm Capital, LLC | 0.04% | No change | 3,084 | $240K |
| Regions Financial Corp. | 0.00% | No change | 3,078 | $240K |
| Peak Asset Management, LLC | 0.05% | No change | 3,049 | $237K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -7.5% | 3,000 | $233K |
| First National Bank of Mount Dora, Trust Investment Services | 0.06% | No change | 3,000 | $233K |
| Zacks Investment Management | 0.00% | Reduce -10.4% | 2,989 | $233K |
| Hengehold Capital Management LLC | 0.02% | Reduce -0.2% | 2,955 | $230K |
| Qube Research & Technologies Ltd | 0.00% | Add +155.9% | 2,953 | $230K |
| Highland Capital Management, LLC | 0.01% | New | 2,933 | $228K |
| Founders Financial Securities LLC | 0.02% | New | 2,927 | $228K |
| Gray Wealth Management Inc. | 0.10% | Add +4.7% | 2,890 | $225K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 2,889 | $225K |
| Scotia Capital Inc. | 0.00% | Add +8.3% | 2,887 | $225K |
| American Financial & Tax Strategies Inc. | 0.12% | No change | 2,879 | $224K |
| Patrick M Sweeney & Associates, Inc. | 0.18% | Add +11.9% | 3,007 | $224K |
| Hartline Investment Corp./ | 0.03% | Reduce -82.4% | 2,819 | $219K |
| Human Investing LLC | 0.04% | Reduce -3.8% | 2,809 | $219K |
| Liberty Capital Management, Inc. | 0.05% | No change | 2,800 | $218K |
| Bank of Montreal | 0.00% | Reduce -4.1% | 2,769 | $217K |
| Ballast Advisors LLC | 0.07% | Reduce -2.5% | 2,756 | $214K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -0.9% | 2,749 | $214K |
| Empower Advisory Group, LLC | 0.00% | Reduce -8.8% | 2,732 | $213K |
| Kelleher Financial Advisors | 0.09% | No change | 2,725 | $212K |
| FSA Advisors, Inc. | 0.22% | Add +1.1% | 2,717 | $212K |
| Horst & Graben Wealth Management LLC | 0.04% | New | 2,719 | $212K |
| Next Capital Management LLC | 0.09% | No change | 2,695 | $210K |
| Better Money Decisions, LLC | 0.16% | Add +0.1% | 2,676 | $208K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -2.2% | 2,667 | $208K |
| Valtinson Bruner Financial Planning LLC | 0.08% | No change | 2,657 | $207K |
| Robbins Farley | 0.11% | Add +3.1% | 2,652 | $206K |
| Family Manage LLC | 0.04% | No change | 2,632 | $205K |
| Stephens Inc. | 0.00% | No change | 2,626 | $204K |
| One Day In July LLC | 0.03% | No change | 2,625 | $204K |
| Avion Wealth | 0.06% | Add +11.7% | 2,623 | $204K |
| SYM FINANCIAL Corp | 0.03% | Reduce -45.1% | 2,608 | $203K |
| Carnegie Investment Counsel | 0.01% | Add +2.5% | 2,579 | $201K |
| Glassman Wealth Services | 0.04% | Add +220.8% | 2,576 | $200K |
| Keybank National Association | 0.00% | Reduce -2.3% | 2,574 | $200K |
| Financial Management Network Inc. | 0.05% | Reduce -5.3% | 2,597 | $200K |
| DecisionPoint Financial, LLC | 0.07% | Add +0.3% | 2,451 | $199K |
| Custom Portfolio Group LLC | 0.14% | No change | 2,249 | $174K |
| Montag A & Associates Inc. | 0.01% | No change | 2,214 | $173K |
| Robinswood Financial LLC | 0.06% | New | 2,026 | $158K |
| Glenmede Trust Co. NA | 0.00% | New | 2,008 | $156K |
| Fairman Group, LLC | 0.16% | Add +6.9% | 1,965 | $153K |
| SOA Wealth Advisors, LLC. | 0.03% | No change | 1,969 | $153K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,809 | $141K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 1,735 | $135K |
| NWK Group, Inc. | 0.06% | No change | 1,723 | $134K |
| Bank of New Hampshire | 0.03% | No change | 1,705 | $133K |
| ORG Partners LLC | 0.02% | New | 1,718 | $133K |
| Davis Capital Management | 0.11% | No change | 1,643 | $127K |
| Key Financial Inc | 0.03% | No change | 1,613 | $126K |
| Signaturefd, LLC | 0.00% | No change | 1,563 | $122K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,508 | $117K |
| Raffa Wealth Management, LLC | 0.03% | No change | 1,437 | $112K |
| Private Ocean, LLC | 0.01% | Add +155.8% | 1,394 | $108K |
| Evolution Advisers, Inc. | 0.06% | No change | 1,397 | $108K |
| FinTrust Capital Advisors, LLC | 0.02% | Reduce -2.6% | 1,301 | $101K |
| Camelot Portfolios, LLC | 0.06% | New | 1,300 | $101K |
| First Community Trust NA | 0.08% | No change | 1,275 | $99K |
| Biltmore Family Office, LLC | 0.02% | No change | 1,201 | $94K |
| Continuum Advisory, LLC | 0.01% | Add +0.3% | 1,178 | $92K |
| Bokf, NA | 0.00% | No change | 1,094 | $85K |
| Operose Advisors LLC | 0.03% | No change | 1,074 | $84K |
| Coston, McIsaac & Partners | 0.02% | No change | 1,020 | $79K |
| Benjamin Edwards Inc. | 0.02% | Add +11.6% | 1,019 | $79K |
| Grove Bank & Trust | 0.01% | No change | 1,010 | $79K |
| Contravisory Investment Management, Inc. | 0.02% | Add +22.6% | 1,003 | $78K |
| Morton Brown Family Wealth, LLC | 0.03% | No change | 960 | $77K |
| Blue Trust, Inc. | 0.00% | No change | 938 | $76K |
| Founders Financial Alliance, LLC | 0.02% | New | 980 | $76K |
| Asset Dedication, LLC | 0.01% | No change | 963 | $75K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 916 | $71K |
| Macroview Investment Management LLC | 0.08% | No change | 916 | $71K |
| EnRich Financial Partners LLC | 0.03% | No change | 899 | $70K |
| Addison Advisors LLC | 0.02% | No change | 894 | $70K |
| Morris Financial Concepts, Inc. | 0.03% | Reduce -28.4% | 878 | $68K |
| Breakwater Investment Management | 0.03% | No change | 850 | $66K |
| Motco | 0.00% | No change | 800 | $62K |
| Oakworth Capital, Inc. | 0.00% | Reduce -34.4% | 794 | $62K |
| Assetmark, Inc. | 0.00% | Reduce -84.5% | 711 | $55K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 708 | $55K |
| Investors Research Corp | 0.01% | No change | 703 | $55K |
| Capital Analysts, LLC | 0.00% | Add +40.5% | 687 | $53K |
| Palouse Capital Management, Inc. | 0.03% | Add +8.3% | 640 | $50K |
| Studio Investment Management LLC | 0.01% | New | 623 | $49K |
| Stephens Consulting, LLC | 0.01% | Reduce -18.1% | 606 | $47K |
| Global Wealth Strategies & Associates | 0.02% | No change | 574 | $45K |
| Kathleen S. Wright Associates Inc. | 0.02% | Add +0.9% | 555 | $43K |
| Cordgrass Capital Advisors, LLC | 0.01% | Reduce -6.1% | 555 | $43K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 550 | $43K |
| Mascoma Wealth Management LLC | 0.01% | No change | 522 | $41K |
| North Star Investment Management Corp. | 0.00% | No change | 521 | $41K |
| UMB Bank, n.a. | 0.00% | Reduce -94.7% | 441 | $34K |
| Institutional & Family Asset Management, LLC | 0.01% | Add +500.0% | 432 | $34K |
| Providence Capital Advisors, LLC | 0.01% | No change | 429 | $33K |
| Guardian Wealth Management, Inc. | 0.03% | Reduce -16.5% | 426 | $33K |
| Gradient Investments LLC | 0.00% | Reduce -57.6% | 416 | $32K |
| Chilton Capital Management LLC | 0.00% | New | 388 | $30K |
| BlackRock Inc. | 0.00% | Add +71.8% | 383 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 343 | $28K |
| Ransom Advisory, Ltd | 0.01% | No change | 350 | $27K |
| Blume Capital Management, Inc. | 0.01% | No change | 350 | $27K |
| Castleview Partners, LLC | 0.01% | Reduce -56.0% | 336 | $26K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -38.5% | 320 | $25K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 317 | $25K |
| Trust Co. of Vermont | 0.00% | No change | 305 | $24K |
| Rothschild Investment LLC | 0.00% | New | 256 | $20K |
| WASHINGTON TRUST Co | 0.00% | No change | 250 | $19K |
| CENTRAL TRUST Co | 0.00% | New | 250 | $19K |
| Silicon Valley Capital Partners | 0.00% | No change | 249 | $19K |
| Tucker Asset Management LLC | 0.00% | No change | 248 | $19K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 246 | $19K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 255 | $19K |
| Lanark Financial, Inc. | 0.00% | No change | 251 | $19K |
| Ridgewood Investments LLC | 0.01% | New | 244 | $19K |
| Clearstead Trust, LLC | 0.00% | No change | 241 | $19K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 219 | $17K |
| Coppell Advisory Solutions LLC | 0.00% | — | 211 | $16K |
| Main Street Group, LTD | 0.01% | No change | 210 | $16K |
| Hollencrest Capital Management | 0.00% | No change | 197 | $15K |
| TD Private Client Wealth LLC | 0.00% | Reduce -12.4% | 184 | $14K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -12.1% | 181 | $14K |
| Fairfield Financial Advisors, LTD | 0.00% | — | 166 | $13K |
| JDM Financial Group LLC | 0.01% | No change | 160 | $12K |
| Dagco, Inc. | 0.01% | No change | 152 | $12K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -1.4% | 146 | $11K |
| Citigroup Inc. | 0.00% | Add +41.2% | 137 | $11K |
| McIlrath & Eck, LLC | 0.00% | No change | 132 | $10K |
| Howe & Rusling Inc. | 0.00% | No change | 132 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 131 | $10K |
| POM Investment Strategies, LLC | 0.01% | No change | 125 | $10K |
| Horrell Capital Management, Inc. | 0.00% | No change | 120 | $9K |
| First Horizon Advisors, Inc. | 0.00% | No change | 113 | $9K |
| Arax Advisory Partners | 0.00% | No change | 111 | $9K |
| Rise Advisors, LLC | 0.00% | No change | 100 | $8K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -1.0% | 98 | $8K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 72 | $6K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 71 | $6K |
| GS Investments, Inc. | 0.00% | No change | 70 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 68 | $5K |
| International Assets Investment Management, LLC | 0.00% | New | 60 | $5K |
| Emfo, LLC | 0.00% | No change | 59 | $5K |
| Anfield Capital Management, LLC | 0.00% | No change | 58 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.9% | 54 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 51 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +410.0% | 51 | $4K |
| First Command Advisory Services, Inc. | 0.00% | New | 50 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 33 | $3K |
| Caitlin John, LLC | 0.00% | No change | 38 | $3K |
| Balentine LLC | 0.00% | New | 38 | $3K |
| Balefire, LLC | 0.00% | Add +26.9% | 33 | $3K |
| Hershey Financial Advisers, LLC | 0.00% | — | 32 | $3K |
| Painted Porch Advisors LLC | 0.00% | New | 29 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 27 | $2K |
| Archer Investment Corp | 0.00% | No change | 20 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 19 | $1K |
| WR Wealth Planners, LLC | 0.00% | New | 18 | $1K |
| Hanson & Doremus Investment Management | 0.00% | No change | 18 | $1K |
| Abound Wealth Management | 0.00% | No change | 11 | $843 |
| JNBA Financial Advisors | 0.00% | No change | 7 | $545 |
| Dogwood Wealth Management LLC | 0.00% | Add +16.7% | 7 | $544 |
| Strategic Financial Concepts, LLC | 0.00% | New | 39,002 | $484 |
| NewSquare Capital LLC | 0.00% | No change | 3 | $233 |
| Sound Income Strategies, LLC | 0.00% | No change | 3 | $233 |
| TCTC Holdings, LLC | 0.00% | New | 2 | $156 |
| McClarren Financial Advisors, Inc. | 0.00% | New | 77 | $19 |
"% of holder's portfolio" is SCHM's weight in each manager's 13F, not the share of Schwab US Mid Cap ETF the manager owns.