Schwab US Mid Cap ETFSCHMETF
13F holders, Q4 2025 (December 31)1,001holders +57
47new positions
46sold out
3famous investors
$30.12avg. 13F price*
At the end of Q4 2025, 1,001 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings, up 57 from Q3 2025. 47 opened new positions and 46 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.7B), Creative Planning ($915.2M) and Northwestern Mutual Wealth Management Co. ($328.7M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab US Mid Cap ETF
- CUSIP
- 808524508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $37.1M |
| Exits | 46 | $29.9M |
All 13F filers, Q3 2025 → Q4 2025: 9,498,162 shares bought and 11,121,396 shares sold, net −1,623,234 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,001 holders
| Financial Engines Advisors L.L.C. | 3.30% | Reduce -1.4% | 57,971,734 | $1.7B |
| Creative Planning | 0.66% | Add +3.1% | 30,436,442 | $915.2M |
| Northwestern Mutual Wealth Management Co. | 0.21% | Add +4.4% | 10,932,629 | $328.7M |
| Moneta Group Investment Advisors LLC | 2.43% | Add +6.5% | 10,669,428 | $320.8M |
| Advisory Alpha, LLC | 6.84% | Reduce -6.6% | 8,355,080 | $251.2M |
| HighTower Advisors, LLC | 0.23% | Reduce -35.5% | 6,950,893 | $209.0M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Add +0.3% | 5,748,603 | $180.5M |
| Cerity Partners LLC | 0.24% | Add +0.0% | 5,437,844 | $163.5M |
| Legacy Wealth Management, LLC | 7.48% | Add +2.7% | 4,319,152 | $129.9M |
| Jones Financial Companies LLLP | 0.06% | Add +38.1% | 3,494,632 | $105.1M |
| JMG Financial Group, Ltd. | 2.66% | Reduce -2.7% | 3,148,832 | $94.7M |
| Fragasso Financial Advisors Inc | 5.43% | Add +1.8% | 2,980,496 | $89.6M |
| Mariner, LLC | 0.08% | Add +1.8% | 2,204,963 | $66.3M |
| Thrivent Financial for Lutherans | 0.11% | Add +7.7% | 2,072,838 | $63.0M |
| LPL Financial LLC | 0.02% | Add +17.4% | 1,919,240 | $57.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.6% | 1,819,234 | $54.7M |
| Morgan Stanley | 0.00% | Reduce -30.3% | 1,812,779 | $54.5M |
| Waverly Advisors, LLC | 0.42% | Reduce -0.5% | 1,741,785 | $52.4M |
| Prime Capital Investment Advisors, LLC | 0.60% | Reduce -16.5% | 1,644,012 | $49.4M |
| Exencial Wealth Advisors, LLC | 1.55% | Add +16.3% | 1,623,745 | $48.8M |
| 93 Financial Group, LLC | 21.17% | — | 1,616,678 | $48.6M |
| Summit Financial Strategies, Inc. | 3.88% | Reduce -9.0% | 1,568,534 | $47.2M |
| Advocacy Wealth Management, LLC | 1.96% | Add +5.9% | 1,559,425 | $46.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.8% | 1,462,304 | $44.0M |
| Captrust Financial Advisors | 0.08% | Add +3.9% | 1,412,072 | $42.5M |
| Beacon Pointe Advisors, LLC | 0.29% | Reduce -3.4% | 1,375,638 | $41.4M |
| Summit Asset Management, LLC | 5.36% | Add +1.7% | 1,260,594 | $37.9M |
| BLB&B Advisors, LLC | 1.55% | Reduce -0.5% | 1,232,416 | $37.1M |
| Cetera Investment Advisers | 0.04% | Add +11.7% | 1,173,633 | $35.3M |
| Mokosak Advisory Group, LLC | 8.59% | Add +3.9% | 1,138,481 | $34.2M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -8.0% | 1,061,312 | $31.9M |
| Chicago Partners Investment Group LLC | 0.75% | Add +10.8% | 951,922 | $30.5M |
| Sage Financial Group Inc. | 1.94% | Add +1.3% | 974,044 | $29.3M |
| UBS Group AG | 0.01% | Reduce -0.2% | 951,937 | $28.6M |
| Gemmer Asset Management LLC | 2.18% | Reduce -5.4% | 939,794 | $28.3M |
| High Note Wealth, LLC | 5.29% | Add +2.8% | 898,247 | $27.0M |
| Northeast Financial Group, Inc. | 6.72% | Add +4.8% | 890,432 | $26.8M |
| Bank of America Corp. | 0.00% | Add +0.2% | 881,839 | $26.5M |
| Corient Private Wealth LP | 0.04% | Add +18.7% | 870,730 | $26.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +2.8% | 859,496 | $25.8M |
| Curi Capital, LLC | 0.45% | Reduce -1.4% | 859,208 | $25.8M |
| Focus Partners Wealth | 0.03% | Add +31.7% | 845,556 | $25.4M |
| IFP Advisors, Inc | 0.53% | Reduce -0.6% | 778,263 | $23.4M |
| RKL Wealth Management LLC | 1.88% | Reduce -0.1% | 761,000 | $22.9M |
| Koshinski Asset Management, Inc. | 1.44% | Add +4.6% | 743,412 | $22.4M |
| Financial Planning Navigators CORP | 10.22% | — | 740,491 | $22.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +126.3% | 733,648 | $22.1M |
| Seneca Financial Advisors LLC | 6.70% | Add +5.2% | 732,134 | $22.0M |
| Modera Wealth Management, LLC | 0.25% | Reduce -2.9% | 728,909 | $21.9M |
| Compass Advisory Group LLC | 5.78% | Add +0.4% | 711,007 | $21.4M |
| OneDigital Investment Advisors LLC | 0.21% | Reduce -4.7% | 709,056 | $21.3M |
| Johnson Investment Counsel Inc. | 0.17% | Add +11.7% | 695,876 | $20.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -49.2% | 690,866 | $20.8M |
| Berkshire Asset Management LLC | 0.90% | Add +1.9% | 682,215 | $20.5M |
| Noble Family Wealth, LLC | 4.31% | Add +1.1% | 680,442 | $20.5M |
| Lutz Financial Services LLC | 1.37% | Reduce -0.7% | 670,307 | $20.2M |
| Dynamic Advisor Solutions LLC | 0.64% | Reduce -28.6% | 666,013 | $20.0M |
| Essex LLC | 3.50% | Add +3.0% | 656,720 | $19.7M |
| Bleakley Financial Group, LLC | 0.34% | Add +3.2% | 651,235 | $19.6M |
| Osaic Holdings, Inc. | 0.03% | Add +8.3% | 635,798 | $19.1M |
| Salem Investment Counselors Inc. | 0.54% | Add +0.1% | 634,996 | $19.1M |
| Plante Moran Financial Advisors, LLC | 1.20% | Reduce -0.4% | 628,481 | $18.9M |
| Bangor Savings Bank | 1.52% | Add +1.1% | 626,905 | $18.9M |
| Denver PWM, LLC | 6.10% | No change | 651,013 | $18.3M |
| FAS Wealth Partners, Inc. | 1.17% | Add +6.5% | 604,350 | $18.2M |
| JPMorgan Chase & Co. | 0.00% | Add +7.0% | 602,017 | $18.1M |
| Benjamin Edwards Inc. | 0.19% | Add +4.3% | 557,439 | $16.8M |
| MAI Capital Management | 0.10% | Add +1.6% | 547,132 | $16.5M |
| Farther Finance Advisors, LLC | 0.17% | Add +41.7% | 538,826 | $16.2M |
| Asset Management Group, Inc. | 2.56% | Reduce -3.6% | 525,766 | $15.8M |
| Sherwood Financial Partners, LLC | 13.42% | Add +0.2% | 517,868 | $15.6M |
| Triangle Securities Wealth Management | 3.28% | Reduce -0.0% | 516,831 | $15.5M |
| Wells Fargo & Company | 0.00% | Add +3.9% | 513,919 | $15.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.2% | 513,131 | $15.4M |
| Horizon Financial Services, LLC | 6.82% | Reduce -0.7% | 498,477 | $15.0M |
| Curbstone Financial Management Corp | 2.86% | Add +2.3% | 497,949 | $15.0M |
| HHM Wealth Advisors, LLC | 1.73% | Reduce -2.3% | 487,054 | $14.6M |
| Trinity Legacy Partners, LLC | 3.34% | Add +1.5% | 484,455 | $14.6M |
| Savant Capital, LLC | 0.08% | Reduce -2.0% | 479,513 | $14.4M |
| Harbor Group, Inc. | 2.16% | Add +0.0% | 478,872 | $14.4M |
| Womack Financial LLC | 10.60% | Add +2.5% | 477,566 | $14.4M |
| Pittenger & Anderson Inc. | 0.55% | Reduce -4.8% | 474,903 | $14.3M |
| IMA Advisory Services, Inc. | 1.33% | Add +2.9% | 460,324 | $13.8M |
| Courage Miller Partners, LLC | 4.16% | Reduce -0.9% | 458,977 | $13.8M |
| Clearwater Capital Advisors, LLC | 1.14% | Add +1.5% | 456,692 | $13.7M |
| Spinnaker Investment Group, LLC | 2.46% | Reduce -0.6% | 451,608 | $13.6M |
| Lodestar Private Asset Management LLC | 1.36% | Add +8.4% | 449,739 | $13.5M |
| Schneider Downs Wealth Management Advisors, LP | 1.52% | Add +1.6% | 448,477 | $13.5M |
| Fortis Capital Management LLC | 1.74% | Add +10.9% | 437,262 | $13.1M |
| Cannon Capital Management, Inc. | 11.53% | — | 435,855 | $13.1M |
| Fifth Third Securities, Inc. | 0.85% | Add +5.1% | 433,221 | $13.0M |
| White & Co Financial Planning Inc | 9.72% | Reduce -0.1% | 432,356 | $13.0M |
| Focus Financial Network, Inc. | 0.45% | Reduce -1.9% | 426,954 | $12.8M |
| BlackRock, Inc. | 0.00% | Add +100.8% | 425,391 | $12.8M |
| Pacific Sage Partners, LLC | 1.97% | Add +3.6% | 412,211 | $12.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +4.5% | 406,508 | $12.2M |
| River's Edge Wealth Management, LLC | 11.83% | — | 372,482 | $12.1M |
| St. Johns Investment Management Company, LLC | 5.00% | Reduce -1.2% | 398,643 | $12.0M |
| Peak Financial Management, Inc. | 3.04% | Add +1.2% | 392,250 | $11.8M |
| Brand Asset Management Group, Inc. | 3.20% | Reduce -0.1% | 380,554 | $11.4M |
| Alliance Wealth Management Group | 2.51% | Reduce -1.6% | 380,277 | $11.4M |
| Towercrest Capital Management | 1.80% | Reduce -1.6% | 380,277 | $11.4M |
| HBK Sorce Advisory LLC | 0.26% | Reduce -4.6% | 350,270 | $11.4M |
| Strategic Family Wealth Counselors, L.L.C. | 2.56% | Add +3.0% | 359,910 | $11.4M |
| Bush Investment Group, LLC | 6.38% | Add +0.6% | 379,292 | $11.4M |
| DAVENPORT & Co LLC | 0.06% | Reduce -1.7% | 375,879 | $11.3M |
| Whittier Trust Co. of Nevada Inc. | 0.23% | Add +0.0% | 356,203 | $11.2M |
| Clear Creek Financial Management, LLC | 0.90% | Reduce -16.1% | 367,646 | $11.1M |
| Missouri Trust & Investment Co | 3.24% | Add +11.7% | 367,312 | $11.0M |
| Valley National Advisers Inc. | 1.52% | Reduce -3.9% | 366,066 | $11.0M |
| Omega Financial Group, LLC | 3.65% | Reduce -0.9% | 365,003 | $11.0M |
| North Star Asset Management Inc. | 0.44% | Add +0.1% | 363,057 | $10.9M |
| MML Investors Services, LLC | 0.03% | Reduce -6.5% | 361,883 | $10.9M |
| Nadler Financial Group, Inc. | 1.00% | Reduce -0.1% | 358,722 | $10.8M |
| ProVise Management Group, LLC | 0.76% | Reduce -4.0% | 356,503 | $10.7M |
| Christensen, King & Associates Investment Services, Inc. | 4.54% | Add +0.1% | 353,581 | $10.6M |
| Kavar Capital Partners Group, LLC | 1.46% | Add +2.2% | 351,877 | $10.6M |
| Larson Financial Group LLC | 0.35% | Add +2.3% | 346,685 | $10.4M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.83% | Reduce -3.1% | 346,673 | $10.4M |
| Clearstead Advisors, LLC | 0.13% | Reduce -2.0% | 346,531 | $10.4M |
| AQR Capital Management | 0.01% | Add +6.5% | 346,201 | $10.4M |
| Lincoln Capital Corp. | 3.66% | Add +1.7% | 342,595 | $10.3M |
| Sightline Wealth Advisors, LLC | 4.37% | Reduce -0.6% | 340,882 | $10.3M |
| Leavell Investment Management, Inc. | 0.42% | Reduce -5.2% | 338,592 | $10.2M |
| Avior Wealth Management, LLC | 0.32% | Add +0.5% | 337,242 | $10.1M |
| Milestone Investment Advisors LLC | 2.45% | Reduce -0.8% | 336,984 | $10.1M |
| Money Concepts Capital Corp. | 0.57% | Reduce -0.3% | 336,457 | $10.1M |
| N.E.W. Advisory Services LLC | 0.73% | Add +497.3% | 330,011 | $9.9M |
| Tiller Private Wealth, Inc. | 3.50% | Reduce -8.5% | 327,279 | $9.8M |
| Lee Financial Co | 1.31% | Reduce -1.6% | 323,124 | $9.7M |
| Allworth Financial LP | 0.04% | Add +0.7% | 321,084 | $9.7M |
| Truist Financial Corp. | 0.01% | Add +0.0% | 318,866 | $9.6M |
| Gradient Capital Advisors, LLC | 2.45% | Reduce -1.7% | 315,981 | $9.5M |
| HB Wealth Management, LLC | 0.06% | Reduce -3.3% | 315,361 | $9.5M |
| Visionary Wealth Advisors | 0.42% | Add +5.5% | 310,806 | $9.3M |
| Bernard Wealth Management Corp. | 3.75% | Add +0.9% | 307,350 | $9.2M |
| Blue Square Asset Management, LLC | 4.08% | Add +28.0% | 305,958 | $9.2M |
| Monetary Solutions, Ltd | 9.01% | — | 304,332 | $9.2M |
| Lido Advisors, LLC | 0.04% | Reduce -4.7% | 304,739 | $9.1M |
| Private Advisor Group, LLC | 0.04% | Add +61.5% | 301,859 | $9.1M |
| Whittier Trust Co. | 0.10% | Reduce -0.0% | 282,496 | $8.9M |
| Trust Point Inc. | 0.70% | Add +2.0% | 293,483 | $8.8M |
| Two Sigma Investments, LP | 0.01% | New | 293,000 | $8.8M |
| Patriot Investment Management Group, Inc. | 0.55% | Reduce -4.4% | 290,220 | $8.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -20.3% | 290,109 | $8.7M |
| Valley Forge Investment Consultants Inc. Adv | 2.53% | Add +1.4% | 288,759 | $8.7M |
| Sunbelt Securities, Inc. | 0.57% | Add +8.9% | 285,807 | $8.6M |
| Baird Financial Group, Inc. | 0.01% | Add +14.1% | 282,573 | $8.5M |
| Ausdal Financial Partners, Inc. | 0.39% | Reduce -1.1% | 279,157 | $8.4M |
| Main Street Financial Solutions, LLC | 0.61% | Reduce -12.0% | 270,151 | $8.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.92% | Reduce -0.8% | 269,680 | $8.1M |
| Family Legacy Financial Solutions, LLC | 6.24% | Add +19.6% | 269,093 | $8.1M |
| American Money Management, LLC | 1.27% | Add +5.3% | 269,013 | $8.1M |
| Black Diamond Financial, LLC | 0.85% | Reduce -3.6% | 266,934 | $8.0M |
| Pps&v Asset Management Consultants, Inc. | 4.62% | Add +3.4% | 264,437 | $8.0M |
| Gill Capital Partners, LLC | 2.36% | Add +17.6% | 258,753 | $7.8M |
| Arbor Trust Wealth Advisors, LLC | 3.40% | Reduce -12.8% | 258,571 | $7.8M |
| Cary Street Partners Financial LLC | 0.19% | Reduce -0.8% | 254,906 | $7.7M |
| James J. Burns & Company, LLC | 1.01% | Add +0.5% | 244,371 | $7.3M |
| Meridian Wealth Partners, LLC | 1.00% | Reduce -8.7% | 242,388 | $7.3M |
| Brookstone Capital Management | 0.08% | Add +17.8% | 241,917 | $7.3M |
| Meridian Wealth Management, LLC | 0.26% | Add +1.1% | 241,069 | $7.2M |
| White Pine Investment CO | 1.68% | Add +4.6% | 237,297 | $7.1M |
| Cresset Asset Management, LLC | 0.03% | Reduce -0.6% | 235,057 | $7.1M |
| Peterson Wealth Advisors, LLC | 0.94% | Reduce -0.1% | 234,307 | $7.0M |
| Jacobi Capital Management LLC | 0.41% | Reduce -4.5% | 232,998 | $7.0M |
| Downshift Financial, LLC | 4.26% | — | 218,150 | $6.9M |
| Wealth Enhancement Trust Services, Inc. | 0.87% | — | 228,459 | $6.9M |
| Broadleaf Partners, LLC | 1.44% | Add +1.0% | 227,321 | $6.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.50% | Add +0.5% | 224,103 | $6.7M |
| Financial Synergies Wealth Advisors, Inc. | 0.63% | Reduce -1.4% | 216,528 | $6.5M |
| McCarthy Asset Management, Inc. | 3.36% | Add +31.4% | 214,138 | $6.4M |
| Merit Financial Group, LLC | 0.05% | Reduce -0.3% | 210,346 | $6.3M |
| Kohmann Bosshard Financial Services, LLC | 0.57% | Reduce -2.5% | 209,566 | $6.3M |
| Anchor Investment Management, LLC | 0.51% | Add +1.4% | 207,667 | $6.2M |
| Reston Wealth Management LLC | 1.90% | Add +2.2% | 206,893 | $6.2M |
| Destination Wealth Management | 0.16% | Add +122.1% | 204,672 | $6.2M |
| Victrix Investment Advisors | 2.36% | New | 202,819 | $6.1M |
| DHJJ Financial Advisors, Ltd. | 2.00% | Reduce -0.3% | 199,849 | $6.0M |
| Silver Oak Securities, Incorporated | 0.40% | Reduce -2.4% | 196,793 | $6.0M |
| Cathy Pareto & Associates, Inc. | 4.08% | Add +1.6% | 195,502 | $5.9M |
| Cape Investment Advisory, Inc. | 1.81% | Add +814050.0% | 195,396 | $5.9M |
| Manchester Financial Inc. | 1.10% | Reduce -10.3% | 195,396 | $5.9M |
| Newton One Investments LLC | 1.71% | Add +0.5% | 193,068 | $5.8M |
| Pure Financial Advisors, LLC | 0.09% | Reduce -0.7% | 190,087 | $5.7M |
| Modern Wealth Management, LLC | 0.10% | Add +44.5% | 186,644 | $5.6M |
| OneAscent Financial Services LLC | 0.52% | Add +6.0% | 186,471 | $5.6M |
| Gleason Group, Inc. | 0.55% | Add +6.1% | 186,219 | $5.6M |
| Texas Yale Capital Corp. | 0.17% | Reduce -0.1% | 183,854 | $5.5M |
| AdvisorNet Financial, Inc | 0.29% | Add +5.2% | 182,913 | $5.5M |
| Powers Advisory Group, LLC | 2.01% | Add +1.7% | 177,607 | $5.3M |
| Creekside Partners | 2.23% | Add +20.0% | 175,588 | $5.3M |
| Cwm, LLC | 0.01% | Reduce -2.3% | 174,415 | $5.2M |
| Madden Advisory Services, Inc. | 2.09% | Add +2.4% | 173,184 | $5.2M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -51.0% | 171,454 | $5.2M |
| Mengis Capital Management, Inc. | 0.89% | Reduce -0.8% | 166,731 | $5.0M |
| Moneywise, Inc. | 2.05% | Add +3.9% | 164,202 | $4.9M |
| Hilltop Wealth Advisors, LLC | 2.41% | Add +0.1% | 159,319 | $4.8M |
| Birchbrook, Inc. | 2.38% | Reduce -2.3% | 159,054 | $4.8M |
| TMB Capital Partners, LLC | 1.62% | — | 157,852 | $4.7M |
| Royal Bank of Canada | 0.00% | Reduce -5.3% | 156,917 | $4.7M |
| Newman Dignan & Sheerar, Inc. | 0.96% | Add +2.1% | 153,029 | $4.6M |
| Diversify Wealth Management, LLC | 0.21% | Reduce -0.6% | 144,595 | $4.6M |
| Selby Wealth Management, LLC | 1.84% | — | 152,087 | $4.6M |
| Steele Capital Management, Inc. | 0.20% | Add +2.3% | 151,201 | $4.5M |
| Game Plan Financial Advisors, LLC | 1.98% | Reduce -1.7% | 151,063 | $4.5M |
| Family Investment Center, Inc. | 0.90% | Reduce -1.6% | 148,998 | $4.5M |
| Lathrop Investment Management Co. | 0.81% | Reduce -0.3% | 147,991 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.5% | 147,312 | $4.4M |
| Natixis Advisors, LLC | 0.01% | Add +16.8% | 146,862 | $4.4M |
| New York Life Investment Management LLC | 0.04% | Reduce -25.5% | 145,828 | $4.4M |
| Independent Solutions Wealth Management, LLC | 0.81% | Reduce -0.4% | 145,766 | $4.4M |
| Kingswood Wealth Advisors, LLC | 0.21% | Add +62.2% | 145,529 | $4.4M |
| Columbus Macro, LLC | 0.47% | Add +0.7% | 142,990 | $4.3M |
| Alpha Omega Wealth Management LLC | 0.71% | Add +0.3% | 142,340 | $4.3M |
| Code Waechter LLC | 2.74% | Reduce -2.3% | 142,078 | $4.3M |
| FMR LLC | 0.00% | Add +9.8% | 141,335 | $4.2M |
| Valpey Financial Services, LLC | 2.70% | Reduce -1.0% | 140,495 | $4.2M |
| CFG Wealth Management Services, Inc. | 3.96% | — | 139,573 | $4.2M |
| Capital Planning LLC | 1.17% | Add +14.3% | 137,352 | $4.2M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -4.4% | 137,716 | $4.1M |
| Blue Bell Private Wealth Management, LLC | 0.61% | Reduce -1.4% | 137,619 | $4.1M |
| Sage Financial Management Group, Inc. | 1.26% | Reduce -0.3% | 136,963 | $4.1M |
| Arcataur Capital Management LLC | 1.17% | Reduce -1.6% | 136,164 | $4.1M |
| Atlas Capital Advisors Inc. | 0.46% | — | 136,155 | $4.1M |
| Balanced Wealth Group LLC | 1.49% | Add +0.0% | 136,887 | $4.1M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -0.2% | 133,679 | $4.0M |
| Richardson Capital Management LLC | 2.01% | Add +0.1% | 133,182 | $4.0M |
| Range Advisory, LLC | 1.03% | — | 133,088 | $4.0M |
| IHT Wealth Management, LLC | 0.10% | Add +13.9% | 133,047 | $4.0M |
| Schaeffer Financial LLC | 3.43% | Reduce -50.3% | 130,767 | $3.9M |
| Roundview Capital LLC | 0.24% | Add +3.3% | 130,680 | $3.9M |
| Debussy Capital Management LP | 0.53% | Add +2.0% | 130,378 | $3.9M |
| St. Louis Trust Co | 0.45% | Reduce -3.7% | 129,829 | $3.9M |
| Citizens Financial Group Inc. | 0.05% | Add +0.4% | 129,440 | $3.9M |
| Stifel Financial Corp. | 0.00% | Reduce -1.5% | 127,705 | $3.8M |
| Beacon Bridge Wealth Partners, LLC | 1.25% | Add +1.6% | 125,611 | $3.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 125,600 | $3.8M |
| Apollon Financial, LLC | 0.55% | Reduce -2.4% | 125,303 | $3.8M |
| Providence First Trust Co | 1.30% | Add +64.7% | 124,769 | $3.8M |
| Acorn Wealth Advisors, LLC | 1.11% | Reduce -3.3% | 123,908 | $3.7M |
| WESCAP Management Group, Inc. | 0.75% | Reduce -3.4% | 122,602 | $3.7M |
| Nicollet Investment Management, Inc. | 1.16% | Reduce -0.7% | 122,252 | $3.7M |
| Lowe Brockenbrough & Co. Inc. | 0.18% | Reduce -4.2% | 121,374 | $3.6M |
| United Advisor Group, LLC | 0.46% | Add +13.4% | 120,161 | $3.6M |
| Councilor Wealth, LLC | 1.69% | Reduce -2.0% | 119,132 | $3.6M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -0.1% | 118,156 | $3.6M |
| Dakota Wealth Management | 0.06% | Add +133.1% | 116,830 | $3.5M |
| NorthRock Partners, LLC | 0.06% | Add +0.4% | 115,967 | $3.5M |
| Pinnacle Associates Ltd. | 0.04% | Add +0.8% | 115,535 | $3.5M |
| Envision Financial LLC | 1.83% | Reduce -9.5% | 114,934 | $3.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +5.5% | 114,454 | $3.4M |
| Livet Wealth, LLC | 2.10% | — | 113,370 | $3.4M |
| Composition Wealth, LLC | 0.05% | Add +21.2% | 113,146 | $3.4M |
| BCS Wealth Management | 0.34% | Add +102.7% | 112,890 | $3.4M |
| Murphy & Mullick Capital Management Corp | 2.41% | Reduce -0.6% | 110,963 | $3.3M |
| Valmark Advisers, Inc. | 0.04% | Reduce -1.0% | 110,691 | $3.3M |
| Prentice Wealth Management LLC | 0.75% | Add +1.7% | 108,977 | $3.3M |
| United Capital Financial Advisors, LLC | 0.02% | Add +9.6% | 108,605 | $3.3M |
| Franklin Resources Inc. | 0.00% | Add +3.0% | 108,571 | $3.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.22% | Add +1.1% | 108,296 | $3.3M |
| Paradigm, Strategies in Wealth Management, LLC | 2.13% | Reduce -3.9% | 107,891 | $3.2M |
| Everhart Financial Group, Inc. | 0.30% | Reduce -15.2% | 107,357 | $3.2M |
| HC Advisors, LLC | 2.23% | Reduce -1.2% | 107,145 | $3.2M |
| McAdam, LLC | 0.15% | Add +3.6% | 106,755 | $3.2M |
| Revolve Wealth Partners, LLC | 0.38% | Reduce -1.3% | 106,531 | $3.2M |
| Element Wealth, LLC | 1.32% | Reduce -1.0% | 106,224 | $3.2M |
| Meramec Financial Planners, LLC | 1.24% | — | 97,358 | $3.2M |
| Betterment LLC | 0.01% | Reduce -25.6% | 104,700 | $3.1M |
| Wescott Financial Advisory Group, LLC | 0.27% | Add +0.4% | 103,209 | $3.1M |
| Wealth Group Ltd | 0.69% | Reduce -2.7% | 102,850 | $3.1M |
| WealthShield Partners, LLC | 0.34% | Reduce -0.9% | 102,252 | $3.1M |
| Blankinship & Foster, LLC | 0.66% | Add +0.2% | 101,885 | $3.1M |
| Planwiser Financial, LLC | 2.28% | Add +11.0% | 94,295 | $3.0M |
| Orcam Financial Group | 2.28% | Add +0.1% | 101,119 | $3.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +1.8% | 101,083 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -15.4% | 100,912 | $3.0M |
| John Boyer, Inc. | 3.09% | Reduce -0.2% | 100,849 | $3.0M |
| Cambridge Financial Group, LLC | 1.04% | Reduce -1.6% | 101,140 | $3.0M |
| Waterfront Wealth Inc. | 0.56% | Add +3.3% | 91,013 | $2.9M |
| Coldstream Capital Management Inc. | 0.04% | Add +1.8% | 97,205 | $2.9M |
| Zhang Financial LLC | 0.11% | Add +0.9% | 95,926 | $2.9M |
| Madison Wealth Partners, Inc | 0.52% | Add +58.3% | 95,639 | $2.9M |
| River Wealth Advisors LLC | 0.32% | Reduce -0.4% | 94,098 | $2.8M |
| Compass Financial Group, INC | 0.40% | Add +1.1% | 93,838 | $2.8M |
| PCA Investment Advisory Services Inc. | 0.99% | Reduce -12.2% | 93,767 | $2.8M |
| Vise Technologies, Inc. | 0.05% | Add +173.1% | 93,195 | $2.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -7.3% | 93,132 | $2.8M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.1% | 93,006 | $2.8M |
| SeaCrest Wealth Management, LLC | 0.28% | Reduce -1.7% | 88,992 | $2.8M |
| LifeSteps Financial, Inc. | 1.77% | Add +1.2% | 91,965 | $2.8M |
| True North Advisors, LLC | 0.36% | New | 91,628 | $2.8M |
| Boltwood Capital Management | 0.71% | Add +2.5% | 90,974 | $2.7M |
| Advisory Services Network, LLC | 0.04% | Add +0.0% | 90,642 | $2.7M |
| Jacobs Equity LLC | 2.62% | — | 90,445 | $2.7M |
| Leisure Capital Management | 0.90% | Add +0.7% | 90,430 | $2.7M |
| EP Wealth Advisors, LLC | 0.01% | — | 89,597 | $2.7M |
| Fort Point Capital Partners LLC | 0.32% | Reduce -13.3% | 83,036 | $2.7M |
| RFG Advisory, LLC | 0.05% | Reduce -9.5% | 88,759 | $2.7M |
| Values Added Financial LLC | 1.12% | Add +0.7% | 88,169 | $2.7M |
| Tradition Wealth Management, LLC | 0.19% | Reduce -3.4% | 87,763 | $2.6M |
| Burkett Financial Services, LLC | 0.90% | Reduce -0.9% | 87,537 | $2.6M |
| Mather Group, Llc. | 0.03% | Reduce -5.6% | 86,033 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -9.8% | 85,978 | $2.6M |
| Stevens Capital Partners | 0.67% | Add +116.8% | 85,435 | $2.6M |
| Centerpoint Advisors, LLC | 0.78% | No change | 84,000 | $2.5M |
| Vantage Financial Partners, LLC | 0.51% | Reduce -0.7% | 83,970 | $2.5M |
| CDKV Holdings LLC | 2.11% | — | 83,737 | $2.5M |
| Athena Investment Management | 1.28% | Add +0.1% | 82,959 | $2.5M |
| Marquette Asset Management, LLC | 0.36% | No change | 81,970 | $2.5M |
| Sentinel Pension Advisors, LLC | 0.38% | Reduce -4.0% | 81,679 | $2.5M |
| Ulland Investment Advisors, LLC | 1.94% | Reduce -5.4% | 80,354 | $2.4M |
| Red Door Wealth Management, LLC | 0.25% | Add +2.7% | 80,275 | $2.4M |
| WBH Advisory Inc. | 0.18% | Add +8.8% | 80,165 | $2.4M |
| Juncture Wealth Strategies, LLC | 0.79% | Reduce -10.0% | 79,653 | $2.4M |
| Bensler, LLC | 0.24% | Reduce -6.1% | 79,429 | $2.4M |
| CRA Financial Services, LLC | 0.31% | Reduce -3.4% | 79,109 | $2.4M |
| Colorado Capital Management, Inc. | 0.89% | Reduce -21.6% | 78,580 | $2.4M |
| Dorato Capital Management | 1.77% | — | 74,180 | $2.4M |
| Choreo, LLC | 0.03% | Reduce -3.1% | 77,518 | $2.4M |
| Nicholas Hoffman & Company, LLC. | 0.05% | Add +1.1% | 77,847 | $2.3M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -4.5% | 77,602 | $2.3M |
| Krilogy Financial LLC | 0.08% | Reduce -1.1% | 72,115 | $2.3M |
| Panoramic Investment Advisors, LLC | 1.25% | Reduce -6.3% | 76,283 | $2.3M |
| Affinity Capital Advisors, LLC | 0.32% | Reduce -7.4% | 76,179 | $2.3M |
| MBA Advisors LLC | 0.92% | Reduce -1.6% | 76,105 | $2.3M |
| PFG Advisors | 0.11% | Reduce -10.3% | 75,981 | $2.3M |
| Strategic Financial Planning, Inc. | 1.28% | Reduce -4.4% | 74,880 | $2.3M |
| May Hill Capital, LLC | 0.61% | Reduce -8.0% | 74,846 | $2.3M |
| SWS Partners | 0.54% | Add +0.1% | 74,526 | $2.2M |
| CX Institutional | 0.07% | Add +1.8% | 73,073 | $2.2M |
| Aspen Grove Capital, LLC | 0.37% | Add +0.1% | 71,349 | $2.1M |
| Blue Barn Wealth, LLC | 3.09% | Reduce -59.8% | 70,446 | $2.1M |
| Asset Advisors Investment Management, LLC | 0.20% | Reduce -1.2% | 70,280 | $2.1M |
| WJ Financial Advisors LLC | 1.87% | Add +0.9% | 69,799 | $2.1M |
| Joseph P. Lucia & Associates, LLC | 0.75% | Reduce -6.6% | 69,497 | $2.1M |
| Sunburst Financial Group, LLC | 0.42% | Add +0.1% | 69,460 | $2.1M |
| Sheets Smith Wealth Management | 0.23% | Add +0.7% | 69,305 | $2.1M |
| Summit Financial, LLC | 0.03% | Reduce -1.8% | 69,030 | $2.1M |
| Ironwood Financial, llc | 0.35% | Reduce -0.7% | 65,329 | $2.1M |
| Columbia River Financial Group, LLC | 1.26% | Add +1.9% | 68,222 | $2.1M |
| Staley Capital Advisers Inc. | 0.08% | Reduce -0.3% | 67,130 | $2.0M |
| Arrowroot Family Office, LLC | 0.73% | Reduce -10.5% | 67,090 | $2.0M |
| Liberty Square Wealth Partners LLC | 0.57% | Reduce -42.9% | 66,830 | $2.0M |
| Madison Park Capital Advisors, LLC | 1.63% | Reduce -0.2% | 66,749 | $2.0M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -1.1% | 66,196 | $2.0M |
| Compound Planning, Inc. | 0.06% | Add +0.0% | 66,129 | $2.0M |
| Alliance Private Wealth, LLC | 0.69% | — | 61,813 | $2.0M |
| Csenge Advisory Group | 0.09% | Add +9.4% | 65,177 | $2.0M |
| Westview Management dba Westview Investment Advisors | 0.93% | — | 64,898 | $2.0M |
| Venture Visionary Partners LLC | 0.06% | Add +5.2% | 64,842 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +25.2% | 64,825 | $1.9M |
| Global Retirement Partners, LLC | 0.03% | Add +5.6% | 64,621 | $1.9M |
| MCF Advisors LLC | 0.11% | Reduce -0.9% | 64,050 | $1.9M |
| KCM Investment Advisors LLC | 0.06% | No change | 63,459 | $1.9M |
| Capital Squared Financial LLC | 1.49% | Add +6.1% | 63,398 | $1.9M |
| Econ Financial Services Corp | 0.92% | Reduce -0.9% | 61,299 | $1.8M |
| John W. Brooker & Co., CPAs | 3.28% | Reduce -8.2% | 60,996 | $1.8M |
| Valeo Financial Advisors, LLC | 0.04% | Add +0.5% | 60,445 | $1.8M |
| Beaumont Financial Advisors, LLC | 0.12% | Add +0.0% | 60,022 | $1.8M |
| Wealthspire Retirement, LLC | 0.11% | Reduce -3.6% | 59,583 | $1.8M |
| Vision Capital Management, Inc. | 0.22% | Reduce -2.8% | 59,514 | $1.8M |
| Smith, Moore & Co. | 0.14% | Add +2.8% | 59,444 | $1.8M |
| Opal Wealth Advisors, LLC | 0.47% | Reduce -1.7% | 59,410 | $1.8M |
| Cambridge Advisors Inc. | 0.34% | Add +1.9% | 58,758 | $1.8M |
| NBZ Investment Advisors LLC | 0.77% | Add +0.2% | 58,483 | $1.8M |
| Koesten, Hirschmann & Crabtree, INC. | 0.86% | No change | 58,449 | $1.8M |
| Amicus Financial Advisors, LLC | 0.49% | — | 58,232 | $1.8M |
| Fagan Associates, Inc. | 0.23% | Reduce -2.4% | 58,092 | $1.7M |
| Collective Family Office LLC | 0.40% | Reduce -4.7% | 57,754 | $1.7M |
| VSM Wealth Advisory, LLC | 0.52% | New | 57,577 | $1.7M |
| JFS Wealth Advisors, LLC | 0.10% | Add +1.7% | 57,438 | $1.7M |
| Quadcap Wealth Management, LLC | 0.19% | Reduce -1.8% | 56,112 | $1.7M |
| Embree Financial Group | 0.21% | Reduce -0.3% | 55,799 | $1.7M |
| Medallion Wealth Advisors, LLC | 0.56% | Add +1.5% | 55,789 | $1.7M |
| CVA Family Office, LLC | 0.19% | Reduce -1.6% | 55,180 | $1.7M |
| Warner Financial, Inc. | 0.57% | Add +6.3% | 54,831 | $1.6M |
| Oldfather Financial Services, LLC | 0.49% | Add +1.9% | 54,712 | $1.6M |
| Chandler Asset Management, Inc. | 0.26% | Add +0.4% | 54,585 | $1.6M |
| LTG Capital LLC | 1.26% | Add +2.5% | 53,881 | $1.6M |
| Seek First Inc. | 1.11% | Add +0.4% | 53,798 | $1.6M |
| Pine Valley Investments Ltd Liability Co | 0.08% | Reduce -25.8% | 53,793 | $1.6M |
| ETF Store, Inc. | 1.64% | Add +0.3% | 53,352 | $1.6M |
| Cahill Financial Advisors Inc. | 0.17% | Reduce -10.3% | 52,990 | $1.6M |
| Kelman-Lazarov, Inc. | 0.22% | Add +0.9% | 52,267 | $1.6M |
| Bfsg, LLC | 0.15% | Reduce -4.4% | 51,813 | $1.6M |
| GuidedMoney, LLC | 0.83% | — | 51,435 | $1.5M |
| RCW Management, LLC | 1.56% | — | 51,314 | $1.5M |
| Fulton Breakefield Broenniman LLC | 0.10% | Reduce -0.6% | 51,008 | $1.5M |
| Integrated Capital Management, LLC | 0.66% | Add +0.4% | 50,951 | $1.5M |
| Long Island Wealth Management, Inc. | 0.72% | Add +0.0% | 50,313 | $1.5M |
| Winthrop Capital Management, LLC | 0.35% | Reduce -8.0% | 50,271 | $1.5M |
| Voisard Asset Management Group, Inc. | 0.33% | Reduce -6.9% | 50,272 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Reduce -4.5% | 50,077 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Add +41.7% | 49,919 | $1.5M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -16.9% | 49,910 | $1.5M |
| Cornerstone Wealth Group, LLC | 0.10% | Reduce -11.3% | 49,799 | $1.5M |
| First Growth Capital LLC | 1.32% | — | 45,486 | $1.5M |
| Arkansas Financial Group, Inc. | 0.21% | Reduce -2.6% | 49,504 | $1.5M |
| Ieq Capital, LLC | 0.00% | Add +19.9% | 49,458 | $1.5M |
| Thrive Wealth Management, LLC | 0.21% | Reduce -13.1% | 48,566 | $1.5M |
| Financially in Tune, LLC | 1.34% | — | 47,914 | $1.4M |
| Legacy Bridge, LLC | 0.58% | No change | 47,846 | $1.4M |
| S.A. Mason LLC | 0.57% | Add +1.6% | 47,577 | $1.4M |
| K2 Financial Inc. | 1.10% | Add +17.8% | 45,465 | $1.4M |
| 1900 Wealth Management LLC | 0.09% | Reduce -0.0% | 46,968 | $1.4M |
| Coastline Complete Wealth LLC | 0.89% | — | 46,763 | $1.4M |
| Capital Advantage, Inc. | 0.19% | Reduce -0.2% | 46,519 | $1.4M |
| Keyvantage Wealth, LLC | 0.59% | Reduce -2.1% | 46,228 | $1.4M |
| SCS Capital Management LLC | 0.01% | No change | 46,143 | $1.4M |
| North Forty Two & Co. | 1.31% | Add +9.1% | 46,051 | $1.4M |
| Rwa Wealth Partners, LLC | 0.01% | Add +32.1% | 45,424 | $1.4M |
| Smithbridge Asset Management Inc. | 0.12% | Add +14.4% | 45,346 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +8.5% | 45,199 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.15% | Reduce -2.5% | 45,166 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 45,147 | $1.4M |
| Tudor Investment Corporation | 0.01% | New | 45,137 | $1.4M |
| Altfest L J & Co. Inc. | 0.15% | Add +0.3% | 45,136 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +124.7% | 44,831 | $1.3M |
| Ifrah Financial Services, Inc. | 0.35% | Add +0.0% | 44,823 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Add +2.6% | 44,387 | $1.3M |
| Quadrant Capital Group LLC | 0.04% | No change | 44,382 | $1.3M |
| Whipplewood Advisors, LLC | 0.85% | Add +1.4% | 43,806 | $1.3M |
| Diversify Advisory Services, LLC | 0.04% | Add +49.8% | 41,010 | $1.3M |
| Sharkey, Howes & Javer | 0.17% | Reduce -1.9% | 43,776 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -12.0% | 43,744 | $1.3M |
| Phillips Financial Management, LLC | 0.08% | Reduce -20.4% | 43,531 | $1.3M |
| Lazard Asset Management LLC | 0.00% | No change | 43,158 | $1.3M |
| Evergreen Capital Management LLC | 0.03% | No change | 42,068 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -3.5% | 41,933 | $1.3M |
| Flow Traders U.S. LLC | 0.04% | New | 41,494 | $1.2M |
| WP Advisors, LLC | 0.31% | Add +0.4% | 41,176 | $1.2M |
| Arax Advisory Partners | 0.04% | New | 41,170 | $1.2M |
| ARK & TLK Investments, LLC | 0.34% | No change | 41,000 | $1.2M |
| Sigma Investment Counselors Inc. | 0.06% | Reduce -1.2% | 40,702 | $1.2M |
| Single Point Partners, LLC | 0.24% | Add +2.4% | 40,467 | $1.2M |
| FF Advisors,LLC | 0.54% | Reduce -0.1% | 40,406 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | No change | 40,032 | $1.2M |
| Clear Investment Research, LLC | 1.99% | Reduce -0.1% | 39,901 | $1.2M |
| GHP Investment Advisors, Inc. | 0.05% | Add +0.3% | 39,766 | $1.2M |
| Wilkins Miller Wealth Management, LLC | 0.71% | Add +15.6% | 39,670 | $1.2M |
| Naples Global Advisors, LLC | 0.09% | Add +3.9% | 39,583 | $1.2M |
| First Pacific Financial | 0.15% | Reduce -2.2% | 39,477 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 39,447 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -0.5% | 39,256 | $1.2M |
| Sawgrass Asset Management LLC | 0.15% | Add +0.7% | 39,244 | $1.2M |
| Bouchey Financial Group, Ltd. | 0.09% | No change | 38,980 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Reduce -2.0% | 38,705 | $1.2M |
| IAG Wealth Partners, LLC | 0.13% | Reduce -1.5% | 38,691 | $1.2M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -42.0% | 38,586 | $1.2M |
| AlphaCore Capital LLC | 0.03% | Add +100.5% | 38,541 | $1.2M |
| Cassilly Financial Group LLC | 1.02% | — | 38,392 | $1.2M |
| Stonebridge Financial Group, LLC | 0.10% | No change | 38,117 | $1.1M |
| Condor Capital Management | 0.09% | Reduce -1.5% | 37,961 | $1.1M |
| Holderness Investments Co. | 0.23% | Add +2.4% | 37,831 | $1.1M |
| Squire Investment Management Company, LLC | 0.34% | Add +4.2% | 37,801 | $1.1M |
| Orca Investment Management, LLC | 0.89% | Add +0.3% | 37,564 | $1.1M |
| Serenity Investment Advisors | 0.66% | — | 35,988 | $1.1M |
| FIDELIS iM, LLC | 0.44% | Add +124.5% | 37,542 | $1.1M |
| Summit Financial Wealth Advisors, LLC | 0.16% | Reduce -2.6% | 37,530 | $1.1M |
| Savvy Advisors, Inc. | 0.04% | Reduce -1.9% | 37,530 | $1.1M |
| Wisconsin Capital Management LLC | 0.57% | No change | 37,500 | $1.1M |
| Sculati Wealth Management, LLC | 0.40% | Reduce -1.2% | 37,488 | $1.1M |
| Great Waters Wealth Management | 0.12% | Add +1.1% | 37,385 | $1.1M |
| RMR Wealth Builders | 0.09% | Add +0.3% | 37,048 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -0.5% | 36,245 | $1.1M |
| Commerce Bank | 0.01% | Reduce -0.3% | 35,835 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.5% | 35,804 | $1.1M |
| Adamsbrown Wealth Consultants LLC | 0.30% | Add +0.3% | 35,372 | $1.1M |
| SOL Capital Management CO | 0.10% | Add +0.0% | 35,321 | $1.1M |
| Tenret Co LLC | 0.53% | No change | 35,041 | $1.1M |
| Chesapeake Wealth Management | 0.31% | Reduce -0.6% | 34,901 | $1.0M |
| Crescent Sterling, Ltd. | 1.07% | Reduce -3.5% | 34,824 | $1.0M |
| Nwam LLC | 0.06% | Add +7.3% | 32,630 | $1.0M |
| AMG National Trust Bank | 0.02% | No change | 34,650 | $1.0M |
| Rede Wealth, LLC | 0.36% | New | 34,638 | $1.0M |
| Grantvest Financial Group LLC | 0.66% | Reduce -1.6% | 34,428 | $1.0M |
| WFA of San Diego, LLC | 0.76% | Reduce -0.5% | 34,369 | $1.0M |
| Princeton Global Asset Management LLC | 0.17% | Reduce -0.3% | 34,336 | $1.0M |
| Rialto Wealth Management, LLC | 0.25% | No change | 34,255 | $1.0M |
| Fiduciary Trust Co | 0.01% | No change | 34,200 | $1.0M |
| Burns Matteson Capital Management, LLC | 0.41% | Add +0.6% | 34,144 | $1.0M |
| Lowery Thomas, LLC | 0.58% | Add +2.5% | 34,030 | $1.0M |
| Elevation Wealth Partners, LLC | 0.36% | Reduce -6.8% | 33,612 | $1.0M |
| Novare Capital Management LLC | 0.08% | Reduce -38.3% | 33,303 | $1.0M |
| Five Pine Wealth Management | 0.63% | Add +0.3% | 32,835 | $987K |
| Pacific Sun Financial Corp | 0.47% | Reduce -1.3% | 32,756 | $985K |
| Gambit Capital Management, LLC | 0.70% | — | 32,731 | $984K |
| Ironwood Wealth Management, LLC. | 0.29% | Reduce -0.8% | 32,589 | $980K |
| Hilltop Partners LLC | 0.25% | Add +2.5% | 32,508 | $978K |
| Thoroughbred Financial Services, LLC | 0.06% | Add +0.1% | 32,409 | $974K |
| Fortis Capital Advisors, LLC | 0.14% | Add +26.2% | 32,369 | $973K |
| Belpointe Asset Management LLC | 0.04% | Reduce -29.4% | 32,369 | $973K |
| Fortitude Advisory Group L.L.C. | 0.41% | Add +3.3% | 32,165 | $967K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.18% | Reduce -5.9% | 31,950 | $961K |
| Pennsylvania Capital Management Inc. | 0.26% | Add +11.3% | 31,868 | $958K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +9.7% | 31,626 | $951K |
| Cascade Financial Partners, LLC | 0.10% | Reduce -6.6% | 31,537 | $948K |
| Wedmont Private Capital | 0.03% | Reduce -0.8% | 30,272 | $944K |
| IF Advisors, LLC | 0.77% | — | 31,369 | $943K |
| Bogart Wealth, LLC | 0.04% | Add +0.6% | 31,257 | $940K |
| Bank of New York Mellon Corp | 0.00% | Add +0.7% | 31,175 | $937K |
| Mutual Advisors, LLC | 0.02% | Reduce -1.6% | 31,138 | $936K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +24.5% | 30,987 | $932K |
| Heritage Family Offices, LLP | 0.42% | New | 30,487 | $917K |
| Sigma Planning Corp | 0.03% | Reduce -1.1% | 30,455 | $916K |
| One Capital Management, LLC | 0.03% | Reduce -28.6% | 30,444 | $915K |
| JM2 Capital Inc. | 0.74% | — | 30,443 | $915K |
| Parkside Financial Bank & Trust | 0.07% | No change | 30,000 | $902K |
| Okabena Investment Services Inc. | 0.17% | No change | 29,712 | $893K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +10.4% | 29,497 | $887K |
| Bcwm, LLC | 0.27% | Add +5.3% | 29,489 | $887K |
| Pegasus Asset Management, Inc. | 0.27% | Add +14.5% | 29,489 | $887K |
| Parallel Advisors, LLC | 0.02% | Reduce -29.1% | 29,413 | $884K |
| Seven Springs Wealth Group, LLC | 0.26% | Reduce -2.7% | 29,211 | $878K |
| Aurora Private Wealth, Inc. | 0.58% | — | 29,205 | $878K |
| Daybright Advisory Services, Inc. | 0.23% | — | 29,123 | $876K |
| D.A. Davidson & Co. | 0.01% | New | 29,045 | $873K |
| Onyx Bridge Wealth Group LLC | 0.09% | No change | 29,003 | $872K |
| West Paces Advisors Inc. | 0.17% | Add +0.1% | 28,894 | $869K |
| FineMark National Bank & Trust | 0.03% | Reduce -25.7% | 28,702 | $863K |
| NBT Bank, N.A. | 0.06% | Add +0.0% | 17,197 | $862K |
| CAP Partners, LLC | 0.49% | Reduce -0.1% | 28,629 | $861K |
| Cynosure Group, LLC | 0.09% | Reduce -42.9% | 28,595 | $860K |
| Armor Investment Advisors, LLC | 0.32% | Reduce -5.9% | 28,586 | $860K |
| Northern Capital Management, Inc. | 0.45% | Reduce -24.1% | 28,516 | $857K |
| Clear Point Advisors Inc. | 0.66% | Reduce -9.0% | 28,469 | $856K |
| National Wealth Management Group, LLC | 0.30% | Reduce -2.8% | 28,316 | $851K |
| Goepper Burkhardt LLC | 0.28% | Reduce -18.4% | 28,294 | $851K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +153.6% | 27,909 | $839K |
| Bigelow Investment Advisors, LLC | 0.33% | Reduce -11.4% | 27,826 | $837K |
| Flputnam Investment Management Co. | 0.01% | Add +7.1% | 27,696 | $833K |
| Red Mountain Financial, LLC | 0.81% | Add +3.8% | 27,573 | $829K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.0% | 27,535 | $828K |
| BlueChip Wealth Advisors LLC | 0.35% | Reduce -1.4% | 27,411 | $824K |
| Retirement Planning Group, LLC | 0.03% | No change | 27,118 | $815K |
| Carolina Wealth Advisors, LLC | 0.36% | Reduce -9.5% | 26,942 | $810K |
| YHB Investment Advisors, Inc. | 0.06% | Add +2.5% | 26,935 | $810K |
| Prospera Financial Services Inc | 0.01% | Reduce -27.1% | 26,541 | $798K |
| Indivisible Partners | 0.09% | — | 26,538 | $798K |
| Townsend Asset Management Corp. /NC/ | 0.28% | Add +0.5% | 26,431 | $795K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.2% | 26,058 | $784K |
| Sachetta, LLC | 0.42% | Reduce -2.8% | 25,719 | $773K |
| Armstrong Advisory Group, Inc. | 0.05% | Reduce -2.8% | 25,716 | $773K |
| Arkadios Wealth Advisors | 0.02% | Add +4.0% | 25,513 | $767K |
| SIMA Wealth Partners, LLC | 0.58% | Reduce -0.4% | 25,479 | $766K |
| Bridges Investment Management Inc. | 0.01% | Add +0.3% | 25,339 | $762K |
| Payne Capital LLC | 0.77% | Reduce -11.4% | 25,160 | $757K |
| Arista Wealth Management, LLC | 0.09% | No change | 25,040 | $753K |
| Joule Financial, LLC | 0.22% | Reduce -0.8% | 24,889 | $748K |
| Brookwood Investment Group LLC | 0.09% | Reduce -0.2% | 24,743 | $744K |
| Eley Financial Management, Inc | 0.27% | Reduce -0.5% | 24,663 | $742K |
| James Investment Research, Inc. | 0.08% | Add +15.0% | 24,541 | $738K |
| Planning Alternatives Ltd. | 0.09% | Reduce -2.4% | 24,531 | $738K |
| Evermay Wealth Management LLC | 0.08% | Reduce -1.7% | 24,471 | $736K |
| Redhawk Wealth Advisors, Inc. | 0.08% | Reduce -10.6% | 24,241 | $729K |
| Sims Investment Management, LLC | 0.26% | Reduce -0.2% | 24,180 | $727K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.6% | 24,005 | $722K |
| SageView Advisory Group, LLC | 0.02% | Add +14.6% | 23,953 | $720K |
| Contravisory Investment Management, Inc. | 0.14% | Reduce -9.8% | 23,873 | $718K |
| Milestones Private Investment Advisors LLC | 0.49% | Add +0.1% | 23,771 | $715K |
| Hendershot Investments Inc. | 0.09% | Add +5.3% | 23,763 | $715K |
| Nautilus Advisors LLC | 0.47% | Add +0.0% | 23,730 | $714K |
| Westbourne Investments, Inc. | 0.33% | Reduce -1.4% | 23,573 | $709K |
| Modus Advisors, LLC | 0.19% | Reduce -2.3% | 23,493 | $706K |
| Cooper/Haims Advisors, LLC | 0.32% | Add +0.1% | 23,387 | $703K |
| Midwest Capital Advisors, LLC | 0.33% | Reduce -16.6% | 23,208 | $698K |
| Financial Consulate, Inc. | 0.09% | Reduce -1.1% | 22,965 | $691K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +1.6% | 22,874 | $688K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 22,805 | $686K |
| Leverty Financial Group, LLC | 0.16% | Add +58.6% | 22,753 | $684K |
| Brown Advisory Inc. | 0.00% | Reduce -3.7% | 22,698 | $683K |
| Evernest Financial Advisors, LLC | 0.14% | Add +0.4% | 20,834 | $683K |
| Greenleaf Trust | 0.01% | No change | 22,593 | $679K |
| QRG Capital Management, Inc. | 0.01% | Reduce -2.6% | 22,592 | $679K |
| Stokes Family Office, LLC | 0.06% | Reduce -66.6% | 22,344 | $672K |
| Asset One Wealth Management LLC | 0.09% | — | 20,793 | $663K |
| Biltmore Family Office, LLC | 0.09% | No change | 22,005 | $662K |
| Wilson & Boucher Capital Management, LLC | 0.43% | No change | 21,990 | $661K |
| Strategic Equity Management | 0.22% | Reduce -20.3% | 21,951 | $660K |
| Diversified Management Inc. | 0.15% | — | 21,903 | $659K |
| JBR Co Financial Management Inc | 0.27% | Reduce -7.9% | 21,821 | $656K |
| Cooksen Wealth, LLC | 0.48% | Add +0.1% | 21,740 | $654K |
| Apella Capital, LLC | 0.01% | No change | 21,685 | $652K |
| Aspen Investment Management Inc | 0.20% | Reduce -0.9% | 21,592 | $649K |
| Caprock Group, LLC | 0.01% | Reduce -8.8% | 21,567 | $649K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.4% | 21,314 | $641K |
| AE Wealth Management LLC | 0.00% | Add +14.4% | 21,300 | $640K |
| Pinkerton Wealth, LLC | 0.07% | Add +0.1% | 21,166 | $636K |
| Harfst & Associates, Inc. | 0.11% | Reduce -3.3% | 21,141 | $636K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 20,968 | $631K |
| Vicus Capital | 0.05% | Add +5.9% | 20,935 | $630K |
| TPG Advisors LLC | 0.39% | Reduce -1.2% | 20,910 | $629K |
| Arkos Global Advisors | 0.08% | Add +0.0% | 20,806 | $626K |
| PFG Investments, LLC | 0.03% | Add +5.0% | 20,785 | $625K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -2.9% | 20,501 | $616K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -2.7% | 20,415 | $614K |
| Heartwood Wealth Advisors LLC | 0.06% | Add +0.8% | 20,411 | $614K |
| Continuum Wealth Advisors, LLC | 0.24% | No change | 20,371 | $613K |
| WLTH Capital Management, LLC | 0.47% | — | 18,753 | $610K |
| LifePlan Financial, LLC | 0.47% | Reduce -3.1% | 20,180 | $607K |
| Creegan & Nassoura Financial Group, LLC | 0.39% | Reduce -1.1% | 20,115 | $605K |
| KPP Advisory Services LLC | 0.09% | Reduce -3.4% | 20,020 | $602K |
| Cozad Asset Management Inc. | 0.05% | Reduce -1.9% | 20,004 | $602K |
| Red Reef Advisors LLC | 0.60% | — | 19,580 | $589K |
| Tranquility Partners, LLC | 0.21% | Reduce -4.2% | 19,522 | $587K |
| Haverford Trust Co | 0.01% | Add +4.3% | 19,470 | $585K |
| Diligent Investors, LLC | 0.14% | No change | 19,411 | $584K |
| Midwest Trust Co | 0.01% | No change | 19,304 | $580K |
| Parkshore Wealth Management, Inc. | 0.22% | Add +0.4% | 19,252 | $579K |
| Principal Securities, Inc. | 0.01% | Reduce -0.6% | 19,242 | $579K |
| Watershed Private Wealth LLC | 0.17% | Reduce -3.2% | 19,217 | $578K |
| Ruggaard & Associates LLC | 0.23% | Reduce -6.3% | 19,211 | $578K |
| Atlantic Union Bankshares Corp | 0.01% | Add +0.3% | 19,208 | $578K |
| Stordahl Capital Management, Inc. | 0.12% | Reduce -2.4% | 19,007 | $572K |
| Vestment Financial LLC | 0.29% | Reduce -7.7% | 17,904 | $567K |
| Asset Planning Services Inc. /La/ | 0.25% | Reduce -2.4% | 18,861 | $567K |
| Smart Portfolios, LLC | 0.56% | No change | 18,835 | $566K |
| Twele Capital Management, Inc. | 0.10% | No change | 18,613 | $560K |
| CWC Advisors, LLC. | 0.27% | Reduce -0.3% | 18,420 | $554K |
| Pachira Investments Inc. | 0.27% | Add +0.4% | 18,290 | $550K |
| Oakwell Private Wealth Management, LLC | 0.10% | No change | 18,063 | $543K |
| TD Private Client Wealth LLC | 0.01% | Add +4.3% | 18,017 | $542K |
| Park Capital Management, LLC / WI | 0.38% | Add +14.1% | 17,526 | $527K |
| Compass Ion Advisors, LLC | 0.05% | Reduce -7.5% | 17,419 | $524K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -14.5% | 17,290 | $520K |
| Donaldson Capital Management, LLC | 0.02% | Reduce -2.2% | 17,235 | $518K |
| Heritage Trust Co | 0.05% | No change | 17,100 | $514K |
| MADDEN SECURITIES Corp | 0.16% | Reduce -1.7% | 17,065 | $513K |
| Spire Wealth Management | 0.02% | Add +6.0% | 17,058 | $513K |
| Motive Wealth Advisors | 0.22% | No change | 16,986 | $511K |
| Perissos Private Wealth Management, LLC | 0.44% | Add +0.1% | 16,893 | $508K |
| Chapman Financial Group, LLC | 0.34% | Add +0.0% | 16,737 | $503K |
| Front Row Advisors LLC | 0.17% | No change | 16,684 | $502K |
| International Private Wealth Advisors LLC | 0.32% | No change | 16,662 | $501K |
| Mirador Capital Partners LP | 0.07% | Add +4.7% | 16,653 | $501K |
| Pinnacle Bancorp, Inc. | 0.15% | Reduce -1.3% | 16,522 | $497K |
| Castle Wealth Management LLC | 0.16% | No change | 16,485 | $496K |
| Continuum Advisory, LLC | 0.05% | Add +4.1% | 16,465 | $495K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -5.4% | 16,400 | $493K |
| Visionary Horizons, LLC | 0.26% | Add +74.1% | 16,399 | $493K |
| Genesee Capital Advisors, LLC | 0.20% | Add +96.0% | 16,381 | $493K |
| Everest Financial Group LLC | 0.11% | — | 16,283 | $490K |
| Relyea Zuckerberg Hanson LLC | 0.05% | No change | 16,264 | $489K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -1.3% | 16,204 | $487K |
| &partners | 0.00% | Add +79.0% | 15,938 | $485K |
| Flavin Financial Services, Inc. | 0.33% | Add +5.7% | 16,111 | $484K |
| Berger Financial Group, Inc | 0.03% | Reduce -0.1% | 15,804 | $475K |
| Essential Partners LLC | 0.14% | Reduce -12.1% | 15,619 | $470K |
| HighPoint Advisor Group LLC | 0.01% | New | 15,606 | $469K |
| Eaton Financial Holdings Company, LLC | 0.12% | Add +24.4% | 15,449 | $465K |
| World Investment Advisors | 0.01% | New | 15,263 | $459K |
| Millennium Capital Advisors, LLC | 0.27% | Add +0.2% | 15,219 | $458K |
| Resurgent Financial Advisors LLC | 0.23% | Reduce -7.7% | 15,154 | $456K |
| Private Trust Co. NA | 0.04% | Reduce -3.7% | 15,106 | $454K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -50.4% | 15,035 | $452K |
| Bantamac Capital, LLC | 0.32% | No change | 15,000 | $451K |
| Acropolis Investment Management, LLC | 0.02% | No change | 14,997 | $451K |
| Whelan Financial | 0.14% | Add +0.1% | 14,980 | $450K |
| Comerica Bank | 0.00% | Add +30.6% | 14,907 | $448K |
| Liberty Capital Management, Inc. | 0.08% | No change | 14,900 | $448K |
| Mission Wealth Management, LP | 0.01% | Reduce -18.3% | 14,852 | $447K |
| Northern Trust Corp. | 0.00% | Reduce -91.4% | 14,794 | $445K |
| Greenwood Gearhart LLC | 0.02% | Reduce -7.0% | 14,756 | $444K |
| Continental Investors Services, Inc. | 0.57% | Reduce -5.4% | 13,864 | $438K |
| Ritholtz Wealth Management | 0.01% | New | 14,192 | $427K |
| Aspiriant, LLC | 0.01% | Reduce -31.3% | 14,067 | $423K |
| Selective Wealth Management, Inc. | 0.13% | Add +8.5% | 13,132 | $423K |
| Aspire Capital Advisors LLC | 0.10% | No change | 13,965 | $420K |
| Plancorp, LLC | 0.01% | Reduce -7.5% | 13,944 | $419K |
| MeadowBrook Investment Advisors LLC | 0.36% | Reduce -1.4% | 13,895 | $418K |
| RBA Wealth Management, LLC | 0.14% | Add +2.8% | 13,871 | $417K |
| Meridian Financial Advisors, LLC | 0.23% | Reduce -2.2% | 13,839 | $416K |
| M&T Bank Corp | 0.00% | No change | 13,818 | $416K |
| Raffa Wealth Management, LLC | 0.06% | Add +0.4% | 13,763 | $414K |
| Curtis Advisory Group, LLC | 0.09% | Reduce -4.5% | 13,485 | $405K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +0.5% | 13,351 | $401K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -7.1% | 13,249 | $398K |
| MBE Wealth Management, LLC | 0.17% | No change | 13,231 | $398K |
| Balance Wealth Partners LLC | 0.13% | Reduce -3.4% | 13,202 | $397K |
| Falcon Wealth Planning | 0.03% | Add +0.3% | 13,164 | $396K |
| AG Campbell Advisory, LLC | 0.25% | — | 13,162 | $396K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 13,134 | $395K |
| Goldstein Advisors, LLC | 0.04% | No change | 13,043 | $392K |
| Opus Financial Solutions LLC | 0.37% | — | 12,920 | $389K |
| Firestone Capital Management | 0.08% | Reduce -2.5% | 12,885 | $387K |
| Patrick M Sweeney & Associates, Inc. | 0.24% | Add +6.1% | 12,731 | $383K |
| Tilia Fiduciary Partners, Inc. | 0.21% | Reduce -3.5% | 12,630 | $380K |
| NewEdge Wealth, LLC | 0.00% | Reduce -10.9% | 12,591 | $379K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -12.7% | 12,520 | $376K |
| Mitchell Capital Management Co. | 0.07% | Reduce -3.4% | 12,431 | $374K |
| Cambient Family Office, LLC | 0.05% | — | 12,414 | $373K |
| Scotia Capital Inc. | 0.00% | Reduce -0.9% | 12,381 | $372K |
| Parsons Capital Management Inc. | 0.02% | Reduce -19.5% | 12,365 | $372K |
| SVRN Asset Management, LLC | 0.30% | — | 12,279 | $369K |
| Enclave Advisors LLC | 0.05% | Reduce -11.1% | 12,177 | $366K |
| Harbour Investment Management LLC | 0.19% | No change | 12,164 | $366K |
| First National Bank of Omaha | 0.01% | New | 12,000 | $365K |
| TSG Advice Partners, LLC | 0.06% | — | 12,110 | $364K |
| Fingerlakes Wealth Management, Inc. | 0.23% | Add +1.6% | 12,004 | $361K |
| Armbruster Capital Management, Inc. | 0.06% | Add +1.3% | 11,995 | $361K |
| Raub Brock Capital Management LP | 0.08% | Add +0.4% | 11,967 | $360K |
| VestGen Advisors, LLC | 0.02% | Add +11.7% | 11,956 | $360K |
| Busey Bank | 0.01% | Reduce -0.2% | 11,952 | $359K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 11,735 | $353K |
| Prestige Wealth Management Group LLC | 0.07% | No change | 11,737 | $353K |
| Kiley Juergens Wealth Management, LLC | 0.08% | Add +2.8% | 11,734 | $353K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +9.4% | 11,730 | $353K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +25.1% | 11,568 | $348K |
| Motco | 0.03% | Reduce -0.9% | 11,545 | $347K |
| Keystone Wealth Services, LLC | 0.07% | Reduce -1.4% | 11,534 | $347K |
| Praetorian Wealth Management, Inc. | 0.07% | No change | 11,525 | $347K |
| Kaizen Financial Strategies | 0.15% | Add +0.4% | 11,481 | $345K |
| Elmwood Wealth Management, Inc. | 0.11% | Reduce -0.3% | 11,446 | $344K |
| Bank of Montreal | 0.00% | Reduce -17.9% | 11,369 | $342K |
| Clarity Wealth Advisors, LLC | 0.07% | New | 11,348 | $341K |
| Golden Reserve Retirement LLC | 0.06% | New | 11,322 | $340K |
| Guardian Wealth Advisors, LLC | 0.19% | Reduce -7.7% | 11,308 | $340K |
| Advyzon Investment Management, LLC | 0.04% | No change | 11,301 | $340K |
| NWF Advisory Services Inc. | 0.04% | Reduce -13.0% | 11,195 | $337K |
| CIBC Private Wealth Group LLC | 0.00% | Add +24.4% | 11,179 | $336K |
| Fort Vancouver Investment Management, LLC | 0.18% | Reduce -21.3% | 11,173 | $336K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +0.0% | 11,172 | $336K |
| Highland Capital Management, LLC | 0.02% | Reduce -0.9% | 11,090 | $333K |
| American Financial Advisors, LLC | 0.04% | Add +1.4% | 11,073 | $333K |
| Keystone Financial Services, LLC | 0.23% | Reduce -6.5% | 11,053 | $332K |
| Berkeley, Inc | 0.10% | Reduce -12.7% | 10,975 | $330K |
| Magnus Financial Group LLC | 0.03% | New | 10,922 | $328K |
| SLT Holdings LLC | 0.22% | No change | 10,835 | $326K |
| Paulson Wealth Management Inc. | 0.07% | Reduce -8.4% | 10,785 | $324K |
| Altus Wealth Group LLC | 0.13% | Reduce -18.0% | 10,765 | $324K |
| Triton Wealth Management, PLLC | 0.12% | Reduce -9.2% | 10,181 | $323K |
| HUB Investment Partners, LLC | 0.01% | Add +8.4% | 10,595 | $319K |
| Romano Brothers and Company | 0.04% | Reduce -0.9% | 10,495 | $316K |
| SeaBridge Investment Advisors LLC | 0.05% | No change | 10,380 | $312K |
| Global Wealth Strategies & Associates | 0.08% | Reduce -10.7% | 10,331 | $311K |
| Old National Bancorp | 0.01% | Add +8.4% | 10,308 | $310K |
| Citadel Advisors | 0.00% | Reduce -17.3% | 10,299 | $310K |
| D.B. Root & Company, LLC | 0.08% | Reduce -54.2% | 10,272 | $309K |
| Next Capital Management LLC | 0.10% | New | 10,169 | $306K |
| Advisor OS, LLC | 0.02% | Reduce -1.4% | 10,161 | $306K |
| Apeiron RIA LLC | 0.06% | No change | 9,538 | $304K |
| Legacy Edge Advisors, LLC | 0.03% | New | 10,018 | $301K |
| Colonial Trust Advisors | 0.02% | No change | 9,910 | $298K |
| XY Planning Network, Inc. | 0.05% | Reduce -15.1% | 9,903 | $298K |
| Hamilton Capital, LLC | 0.01% | — | 9,891 | $297K |
| Tiaa Trust, National Association | 0.00% | Add +5.2% | 9,836 | $296K |
| Argent Capital Management LLC | 0.01% | New | 9,831 | $296K |
| Ascension Capital Advisors, Inc. | 0.10% | No change | 9,810 | $295K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -52.6% | 9,800 | $295K |
| Perryman Financial Advisory Inc. | 0.04% | — | 9,725 | $292K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -15.2% | 9,690 | $291K |
| Everstar Asset Management, LLC | 0.16% | No change | 9,654 | $290K |
| Caldwell Trust Co | 0.03% | No change | 9,645 | $290K |
| Old Port Advisors | 0.07% | Reduce -2.5% | 9,620 | $289K |
| Ancora Advisors LLC | 0.01% | No change | 9,606 | $289K |
| Breakthru Advisory Services, LLC | 0.18% | Add +1.7% | 9,595 | $289K |
| Founders Financial Securities LLC | 0.02% | New | 9,517 | $286K |
| Diversified Trust Co. | 0.01% | No change | 9,481 | $285K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +0.1% | 9,474 | $285K |
| Fca Corp. | 0.08% | Reduce -0.4% | 9,405 | $283K |
| Strategic Investment Solutions, Inc. | 0.07% | Reduce -4.5% | 9,336 | $281K |
| Wetzel Investment Advisors, Inc. | 0.11% | No change | 9,331 | $281K |
| Albion Financial Group | 0.02% | No change | 9,307 | $280K |
| FSM Wealth Advisors, LLC | 0.04% | No change | 9,282 | $279K |
| Awm Capital, LLC | 0.03% | Add +0.1% | 9,266 | $279K |
| Headinvest, LLC | 0.05% | Reduce -2.2% | 9,186 | $276K |
| Beck Mack & Oliver LLC | 0.01% | No change | 9,167 | $276K |
| BIP Wealth, LLC | 0.01% | Add +0.3% | 9,053 | $272K |
| First National Bank of Mount Dora, Trust Investment Services | 0.06% | No change | 9,000 | $271K |
| Independent Financial Group, LLC | 0.01% | Add +7.2% | 8,949 | $269K |
| Xxi Wealth, LLC | 0.16% | — | 8,916 | $268K |
| Centaurus Financial, Inc. | 0.01% | Reduce -2.4% | 8,841 | $266K |
| Clarity Capital Advisors, LLC | 0.13% | Add +0.4% | 8,806 | $265K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.1% | 60,620 | $265K |
| FSA Advisors, Inc. | 0.18% | Reduce -5.1% | 8,800 | $265K |
| Sherman Asset Management, Inc. | 0.22% | No change | 8,784 | $264K |
| Mgo One Seven LLC | 0.01% | Add +0.2% | 8,678 | $261K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.14% | — | 8,623 | $259K |
| Meriwether Wealth & Planning, LLC | 0.15% | Add +4.3% | 8,590 | $258K |
| Clayton Financial Group LLC | 0.13% | Add +0.3% | 8,506 | $256K |
| Independent Advisor Alliance | 0.01% | Add +1.2% | 8,485 | $255K |
| Directional Asset Management | 0.22% | — | 8,419 | $253K |
| Barnett & Company, Inc. | 0.20% | Add +12.4% | 8,383 | $252K |
| Mission Creek Capital Partners, Inc. | 0.05% | No change | 11,126 | $251K |
| Providence Financial Advisors, LLC | 0.25% | No change | 8,318 | $250K |
| Bullock Wealth Management Group | 0.12% | — | 8,312 | $250K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 8,303 | $250K |
| Portus Wealth Advisors, LLC | 0.23% | Reduce -0.1% | 8,227 | $247K |
| Tandem Investment Partners LLC | 0.21% | Reduce -32.4% | 8,225 | $247K |
| Kelleher Financial Advisors | 0.06% | No change | 8,175 | $246K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 8,064 | $242K |
| Manning & Napier Advisors LLC | 0.00% | Add +35.7% | 7,980 | $242K |
| Zacks Investment Management | 0.00% | Reduce -14.2% | 8,049 | $242K |
| American Financial & Tax Strategies Inc. | 0.12% | No change | 8,038 | $242K |
| Avion Wealth | 0.05% | Add +0.0% | 8,046 | $241K |
| Patton Albertson Miller Group, LLC | 0.03% | No change | 7,955 | $239K |
| Robbins Farley | 0.11% | Add +9.1% | 7,935 | $239K |
| Marietta Investment Partners LLC | 0.05% | Add +6.1% | 7,914 | $238K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -2.5% | 7,903 | $238K |
| Family Manage LLC | 0.03% | No change | 7,896 | $237K |
| First National Trust Co | 0.01% | No change | 7,893 | $237K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.4% | 7,892 | $237K |
| One Day In July LLC | 0.02% | No change | 7,875 | $237K |
| Appleton Partners Inc. | 0.02% | Reduce -1.7% | 7,844 | $236K |
| American Trust | 0.02% | Reduce -27.8% | 7,750 | $233K |
| Heirloom Wealth Management | 0.05% | No change | 7,748 | $233K |
| Advisors Capital Management, LLC | 0.00% | New | 7,719 | $232K |
| Stephens Inc. | 0.00% | Add +0.1% | 7,691 | $231K |
| LCNB Corp. | 0.08% | No change | 7,680 | $231K |
| Moors & Cabot, Inc. | 0.01% | New | 7,620 | $229K |
| MOR Wealth Management, LLC | 0.10% | — | 7,506 | $226K |
| Osprey Private Wealth LLC | 0.06% | No change | 7,503 | $226K |
| Verdence Capital Advisors LLC | 0.01% | Reduce -29.5% | 7,439 | $224K |
| Charles Schwab Trust Co | 0.01% | No change | 7,428 | $223K |
| Empower Advisory Group, LLC | 0.00% | Reduce -8.3% | 7,428 | $223K |
| Forum Financial Management, LP | 0.00% | Add +1.6% | 7,396 | $222K |
| Peterson Wealth Management | 0.16% | Add +0.4% | 7,320 | $220K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -0.3% | 7,317 | $220K |
| Wealthgarden F.S. LLC | 0.14% | No change | 6,873 | $220K |
| Keybank National Association | 0.00% | Reduce -8.6% | 7,260 | $218K |
| Unique Wealth, LLC | 0.03% | No change | 7,237 | $218K |
| Financial Management Network Inc. | 0.03% | Add +0.4% | 7,107 | $217K |
| Arlington Financial Advisors, LLC | 0.03% | Reduce -1.0% | 7,204 | $217K |
| Three Magnolias Financial Advisors, LLC | 0.13% | Reduce -1.0% | 7,130 | $214K |
| Revisor Wealth Management LLC | 0.06% | New | 6,642 | $214K |
| Optima Capital LLC | 0.09% | No change | 7,104 | $214K |
| Topsail Wealth Management, LLC | 0.03% | No change | 7,079 | $213K |
| Aull & Monroe Investment Management Corp | 0.11% | Add +1.7% | 7,053 | $212K |
| Pitcairn Wealth Advisors LLC | 0.02% | — | 7,028 | $211K |
| HT Partners LLC | 0.06% | No change | 7,005 | $211K |
| Rock Point Advisors, LLC | 0.05% | Reduce -1.3% | 7,003 | $211K |
| Hartline Investment Corp./ | 0.02% | New | 6,960 | $209K |
| Sun Financial Inc | 0.12% | — | 6,908 | $208K |
| Human Investing LLC | 0.03% | Reduce -4.1% | 6,896 | $207K |
| Westco Advisory Services Inc. | 0.13% | — | 6,886 | $207K |
| True Freedom Investing, LLC | 0.01% | New | 6,879 | $207K |
| Capital Investment Counsel, LLC | 0.03% | Add +0.2% | 6,874 | $207K |
| Glaxis Capital Management, LLC | 0.35% | Add +0.4% | 6,864 | $206K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 6,843 | $206K |
| Hengehold Capital Management LLC | 0.02% | Reduce -2.0% | 6,834 | $206K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +0.6% | 6,824 | $205K |
| Carnegie Investment Counsel | 0.00% | Reduce -8.7% | 6,817 | $205K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.2% | 6,775 | $204K |
| Procyon Advisors, LLC | 0.01% | Reduce -11.3% | 6,773 | $204K |
| Legacy Financial Strategies, LLC | 0.04% | New | 6,700 | $201K |
| Canvas Wealth Advisors, LLC | 0.03% | No change | 6,693 | $201K |
| Ballast Advisors LLC | 0.06% | Reduce -0.5% | 6,677 | $201K |
| Chesley Taft & Associates LLC | 0.01% | New | 6,677 | $201K |
| Montag A & Associates Inc. | 0.01% | No change | 6,642 | $200K |
| SouthState Bank Corp | 0.01% | Reduce -27.1% | 6,582 | $198K |
| Robinswood Financial LLC | 0.06% | No change | 6,396 | $192K |
| Pflug Koory, LLC | 0.09% | Add +21.3% | 6,196 | $186K |
| CoreCap Advisors, LLC | 0.01% | Add +30.1% | 5,673 | $171K |
| Capital Analysts, LLC | 0.00% | Add +21.8% | 5,640 | $170K |
| SHP Wealth Management | 0.01% | — | 5,591 | $168K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 5,426 | $163K |
| Bank of New Hampshire | 0.03% | No change | 5,115 | $154K |
| Key Financial Inc | 0.03% | Add +3.3% | 5,077 | $153K |
| Asset Dedication, LLC | 0.01% | No change | 4,971 | $149K |
| NWK Group, Inc. | 0.05% | No change | 4,952 | $149K |
| Fairman Group, LLC | 0.12% | Add +0.2% | 4,937 | $148K |
| Davis Capital Management | 0.10% | Add +0.2% | 4,854 | $146K |
| Glenmede Trust Co. NA | 0.00% | — | 4,718 | $142K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 4,597 | $138K |
| Johnson Financial Group, Inc. | 0.01% | Add +3.1% | 4,434 | $133K |
| Lodestone Wealth Management LLC | 0.05% | New | 4,419 | $133K |
| Signaturefd, LLC | 0.00% | No change | 4,247 | $128K |
| Evolution Advisers, Inc. | 0.05% | No change | 4,191 | $126K |
| Fifth Third Bancorp | 0.00% | Add +315.0% | 4,150 | $125K |
| Bokf, NA | 0.00% | No change | 4,149 | $125K |
| Wellington-Altus USA Inc. | 0.09% | — | 4,065 | $122K |
| MJT & Associates Financial Advisory Group, Inc. | 0.09% | No change | 3,960 | $119K |
| Assetmark, Inc. | 0.00% | Add +11.9% | 3,912 | $118K |
| Camelot Portfolios, LLC | 0.07% | New | 3,900 | $117K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 3,900 | $117K |
| SYM FINANCIAL Corp | 0.01% | Reduce -11.0% | 3,841 | $115K |
| Richards, Merrill & Peterson, Inc. | 0.04% | No change | 3,815 | $115K |
| First Community Trust NA | 0.08% | No change | 3,500 | $105K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.2% | 3,497 | $105K |
| Operose Advisors LLC | 0.02% | Add +0.4% | 3,308 | $99K |
| RMG Wealth Management LLC | 0.01% | Reduce -68.8% | 3,369 | $95K |
| Blue Trust, Inc. | 0.00% | No change | 3,155 | $95K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -84.8% | 3,039 | $91K |
| Arlington Trust Co LLC | 0.01% | No change | 3,000 | $90K |
| Root Financial Partners, LLC | 0.00% | No change | 2,952 | $89K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 2,880 | $87K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.1% | 2,751 | $83K |
| Bulwark Capital Corp | 0.06% | No change | 2,699 | $81K |
| Hurley Capital, LLC | 0.04% | Add +0.5% | 2,655 | $80K |
| Breakwater Investment Management | 0.03% | No change | 2,550 | $77K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,530 | $76K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 2,494 | $75K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,400 | $72K |
| Eastern Bank | 0.00% | No change | 2,370 | $71K |
| Oakworth Capital, Inc. | 0.00% | Reduce -3.5% | 2,322 | $70K |
| Acumen Wealth Advisors, LLC | 0.02% | — | 2,298 | $69K |
| Morris Financial Concepts, Inc. | 0.02% | Reduce -0.3% | 2,265 | $68K |
| Palouse Capital Management, Inc. | 0.04% | Add +5.3% | 2,142 | $64K |
| Investors Research Corp | 0.01% | No change | 2,109 | $63K |
| Millstone Evans Group, LLC | 0.04% | No change | 2,004 | $60K |
| Basepoint Wealth LLC | 0.04% | New | 1,938 | $58K |
| Gilpin Wealth Management, LLC | 0.05% | — | 1,900 | $57K |
| Frankly Finances, LLC | 0.05% | — | 1,890 | $57K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -2.4% | 1,850 | $56K |
| Webster Bank, N. A. | 0.01% | No change | 1,780 | $54K |
| Stephens Consulting, LLC | 0.02% | Add +2.4% | 1,718 | $52K |
| ORG Partners LLC | 0.01% | No change | 1,680 | $51K |
| Finley Financial, LLC | 0.02% | No change | 1,668 | $50K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 1,650 | $50K |
| North Star Investment Management Corp. | 0.00% | Add +0.4% | 1,603 | $48K |
| Coston, McIsaac & Partners | 0.01% | No change | 1,591 | $47K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 1,560 | $47K |
| Citigroup Inc. | 0.00% | Reduce -24.6% | 1,452 | $44K |
| DecisionPoint Financial, LLC | 0.01% | Add +0.5% | 1,423 | $43K |
| Manchester Capital Management LLC | 0.01% | Reduce -19.5% | 1,391 | $42K |
| Roxbury Financial LLC | 0.04% | No change | 1,374 | $41K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.9% | 1,348 | $41K |
| Creative Capital Management Investments LLC | 0.01% | No change | 1,337 | $40K |
| UMB Bank, n.a. | 0.00% | No change | 1,323 | $40K |
| Glassman Wealth Services | 0.01% | No change | 1,302 | $39K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,287 | $39K |
| International Assets Investment Management, LLC | 0.00% | New | 1,205 | $36K |
| Atomic Invest LLC | 0.02% | — | 1,183 | $36K |
| Cordant, Inc. | 0.01% | No change | 1,089 | $33K |
| Ransom Advisory, Ltd | 0.01% | New | 1,050 | $32K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,050 | $32K |
| Kingdom Financial Group LLC. | 0.01% | New | 1,020 | $31K |
| Trust Co. of Vermont | 0.00% | No change | 947 | $28K |
| Atwood & Palmer Inc. | 0.00% | Add +0.5% | 893 | $27K |
| Addison Advisors LLC | 0.01% | Reduce -71.9% | 882 | $27K |
| Rothschild Investment LLC | 0.00% | Add +0.5% | 787 | $24K |
| United Financial Planning Group LLC | 0.01% | Add +0.4% | 781 | $23K |
| Lanark Financial, Inc. | 0.00% | No change | 753 | $23K |
| CENTRAL TRUST Co | 0.00% | No change | 725 | $22K |
| Clearstead Trust, LLC | 0.00% | No change | 723 | $22K |
| REAP Financial Group, LLC | 0.00% | Add +56.1% | 712 | $21K |
| Nalls Sherbakoff Group, LLC | 0.01% | Add +0.4% | 693 | $21K |
| Grey Ledge Advisors, LLC | 0.00% | Add +2.2% | 656 | $20K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 651 | $20K |
| Sound Income Strategies, LLC | 0.00% | Reduce -16.5% | 609 | $20K |
| Pin Oak Investment Advisors Inc. | 0.01% | New | 540 | $18K |
| Hollencrest Capital Management | 0.00% | No change | 591 | $18K |
| Angeles Wealth Management, LLC | 0.00% | No change | 559 | $17K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -26.7% | 559 | $17K |
| JDM Financial Group LLC | 0.01% | No change | 480 | $14K |
| Dagco, Inc. | 0.00% | No change | 456 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -10.5% | 450 | $14K |
| St Germain D J Co. Inc. | 0.00% | No change | 450 | $14K |
| National Bank of Canada | 0.00% | No change | 450 | $14K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 440 | $13K |
| Dunhill Financial, LLC | 0.00% | New | 411 | $12K |
| McIlrath & Eck, LLC | 0.00% | No change | 396 | $12K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 393 | $12K |
| POM Investment Strategies, LLC | 0.01% | No change | 375 | $11K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 363 | $11K |
| Horrell Capital Management, Inc. | 0.00% | No change | 360 | $11K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 340 | $10K |
| Triumph Capital Management | 0.00% | New | 331 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 309 | $10K |
| Archer Investment Corp | 0.00% | Add +0.3% | 293 | $9K |
| Colonial Trust Co / SC | 0.00% | No change | 285 | $9K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 273 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 262 | $8K |
| Estate Planners Group, LLC | 0.00% | — | 249 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.4% | 243 | $7K |
| Peachtree Investment Partners, LLC | 0.00% | Add +0.5% | 220 | $7K |
| Atlantic Private Wealth, LLC | 0.00% | Add +0.5% | 219 | $7K |
| Winnacle Wealth LLC | 0.00% | Add +45.5% | 208 | $6K |
| Bellevue Asset Management, LLC | 0.00% | No change | 204 | $6K |
| Heritage Wealth Advisors | 0.00% | Add +0.5% | 199 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 174 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -36.5% | 162 | $5K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 141 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +0.8% | 132 | $4K |
| Towne Trust Company, N.A | 0.00% | No change | 126 | $4K |
| Cheviot Value Management, LLC | 0.00% | No change | 108 | $3K |
| Caitlin John, LLC | 0.00% | No change | 114 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 102 | $3K |
| Integrity Financial Corp | 0.00% | New | 100 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | — | 99 | $3K |
| Qube Research & Technologies Ltd | 0.00% | New | 95 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 95 | $3K |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | — | 76 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -99.8% | 79 | $2K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -28.4% | 78 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 73 | $2K |
| Evolution Wealth Management Inc. | 0.00% | New | 72 | $2K |
| Hanson & Doremus Investment Management | 0.00% | No change | 54 | $2K |
| Graney & King, LLC | 0.00% | No change | 66 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 57 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | — | 55 | $2K |
| Garner Asset Management Corp | 0.00% | New | 48 | $1K |
| Networth Advisors, LLC | 0.00% | — | 36 | $1K |
| Tucker Asset Management LLC | 0.00% | New | 36 | $1K |
| Rossby Financial, LCC | 0.00% | No change | 35 | $1K |
| Blueline Advisors LLC | 0.00% | — | 15 | $461 |
| Trust Co | 0.00% | New | 12 | $361 |
| TCTC Holdings, LLC | 0.00% | No change | 6 | $180 |
| Abound Wealth Management | 0.00% | No change | 6 | $176 |
| Northwest Capital Management Inc | 0.00% | Reduce -100.0% | 2 | $53 |
"% 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.