Schwab US Mid Cap ETFSCHMETF
13F holders, Q1 2026 (March 31)1,021holders +20
64new positions
40sold out
3famous investors
$31.00avg. 13F price*
At the end of Q1 2026, 1,021 institutions reported holding Schwab US Mid Cap ETF (SCHM) in their 13F filings, up 20 from Q4 2025. 64 opened new positions and 40 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.8B), Creative Planning ($911.2M) and Northwestern Mutual Wealth Management Co. ($360.3M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $49.5M |
| Exits | 40 | $27.6M |
All 13F filers, Q4 2025 → Q1 2026: 12,694,081 shares bought and 11,499,352 shares sold, net +1,194,729 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,021 holders
| Financial Engines Advisors L.L.C. | 3.57% | Reduce -2.0% | 56,835,618 | $1.8B |
| Creative Planning | 0.62% | Reduce -3.3% | 29,432,010 | $911.2M |
| Northwestern Mutual Wealth Management Co. | 0.22% | Add +6.5% | 11,638,443 | $360.3M |
| Moneta Group Investment Advisors LLC | 2.63% | Add +5.6% | 11,267,842 | $348.9M |
| Advisory Alpha, LLC | 6.05% | Reduce -14.4% | 7,151,527 | $221.4M |
| HighTower Advisors, LLC | 0.22% | Reduce -2.0% | 6,809,670 | $210.8M |
| Cerity Partners LLC | 0.24% | Add +1.3% | 5,510,804 | $170.9M |
| Jones Financial Companies LLLP | 0.07% | Add +37.1% | 4,791,027 | $145.5M |
| Legacy Wealth Management, LLC | 7.80% | Add +0.0% | 4,320,097 | $133.8M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Reduce -40.5% | 3,418,815 | $107.3M |
| JMG Financial Group, Ltd. | 2.62% | Reduce -2.2% | 3,079,700 | $95.3M |
| Fragasso Financial Advisors Inc | 5.55% | Reduce -1.9% | 2,923,473 | $92.0M |
| Mariner, LLC | 0.10% | Add +23.7% | 2,727,890 | $84.5M |
| UBS Group AG | 0.01% | Add +141.3% | 2,296,605 | $71.1M |
| Thrivent Financial for Lutherans | 0.13% | Add +3.2% | 2,138,502 | $66.2M |
| Exencial Wealth Advisors, LLC | 1.94% | Add +23.9% | 2,011,027 | $62.3M |
| LPL Financial LLC | 0.02% | Add +0.4% | 1,926,837 | $59.7M |
| Prime Capital Investment Advisors, LLC | 0.67% | Add +14.0% | 1,874,193 | $58.0M |
| Raymond James Financial Inc. | 0.02% | Add +0.3% | 1,824,919 | $56.5M |
| Waverly Advisors, LLC | 0.40% | Reduce -2.2% | 1,702,781 | $52.7M |
| Morgan Stanley | 0.00% | Reduce -6.6% | 1,692,386 | $52.4M |
| 93 Financial Group, LLC | 21.86% | Reduce -2.1% | 1,583,141 | $49.0M |
| Advocacy Wealth Management, LLC | 2.16% | Add +1.4% | 1,581,206 | $49.0M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +7.8% | 1,482,850 | $45.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +104.7% | 1,414,328 | $43.8M |
| Captrust Financial Advisors | 0.08% | Reduce -0.6% | 1,403,065 | $43.4M |
| Cetera Investment Advisers | 0.04% | Add +9.5% | 1,285,570 | $39.8M |
| Summit Financial Strategies, Inc. | 3.13% | Reduce -18.2% | 1,282,374 | $39.7M |
| Financial Solutions Advisory Group, Inc. | 5.48% | — | 1,279,556 | $39.6M |
| Summit Asset Management, LLC | 5.46% | Add +0.7% | 1,268,811 | $39.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -15.0% | 1,242,525 | $38.5M |
| BLB&B Advisors, LLC | 1.56% | Reduce -1.2% | 1,217,638 | $37.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +61.5% | 1,184,730 | $36.7M |
| Dynamic Advisor Solutions LLC | 1.11% | Add +71.0% | 1,139,240 | $35.3M |
| Mokosak Advisory Group, LLC | 8.80% | Reduce -0.3% | 1,135,511 | $35.2M |
| Chicago Partners Investment Group LLC | 0.77% | Add +6.8% | 1,016,853 | $34.3M |
| Sage Financial Group Inc. | 1.98% | Add +1.1% | 984,403 | $30.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +7.7% | 925,224 | $28.6M |
| High Note Wealth, LLC | 5.50% | Add +0.6% | 903,908 | $28.0M |
| Choreo, LLC | 0.34% | Add +1044.1% | 886,907 | $27.5M |
| Gemmer Asset Management LLC | 2.17% | Reduce -5.8% | 885,367 | $27.4M |
| Bank of America Corp. | 0.00% | Reduce -1.4% | 869,673 | $26.9M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -18.5% | 865,348 | $26.8M |
| Focus Partners Wealth | 0.03% | Reduce -0.6% | 840,847 | $26.0M |
| Corient Private Wealth LP | 0.04% | Reduce -4.9% | 828,191 | $25.6M |
| Northeast Financial Group, Inc. | 6.66% | Reduce -9.3% | 807,726 | $25.0M |
| Curi Capital, LLC | 0.44% | Reduce -7.0% | 798,817 | $24.7M |
| IFP Advisors, Inc | 0.50% | Reduce -0.4% | 774,872 | $24.0M |
| Seneca Financial Advisors LLC | 6.90% | Add +4.0% | 761,028 | $23.6M |
| Koshinski Asset Management, Inc. | 1.47% | Add +2.1% | 759,197 | $23.5M |
| Financial Planning Navigators CORP | 10.12% | Add +0.7% | 745,988 | $23.1M |
| Berkshire Asset Management LLC | 0.95% | Add +4.9% | 715,433 | $22.1M |
| Modera Wealth Management, LLC | 0.26% | Reduce -4.3% | 697,391 | $21.6M |
| RKL Wealth Management LLC | 1.94% | Reduce -8.6% | 695,554 | $21.5M |
| Compass Advisory Group LLC | 5.70% | Reduce -3.3% | 687,886 | $21.3M |
| Lutz Financial Services LLC | 1.41% | Add +1.2% | 678,368 | $21.0M |
| Noble Family Wealth, LLC | 4.30% | Reduce -1.1% | 672,657 | $20.8M |
| Essex LLC | 3.64% | Add +1.4% | 666,173 | $20.6M |
| Osaic Holdings, Inc. | 0.03% | Add +4.6% | 664,802 | $20.6M |
| Johnson Investment Counsel Inc. | 0.16% | Reduce -5.5% | 657,230 | $20.3M |
| Salem Investment Counselors Inc. | 0.59% | Add +1.7% | 645,860 | $20.0M |
| Bleakley Financial Group, LLC | 0.31% | Reduce -1.3% | 642,913 | $19.9M |
| FAS Wealth Partners, Inc. | 1.21% | Add +3.8% | 627,188 | $19.4M |
| BlackRock, Inc. | 0.00% | Add +43.2% | 609,081 | $18.9M |
| Plante Moran Financial Advisors, LLC | 1.21% | Reduce -3.8% | 604,751 | $18.7M |
| BNP Paribas Financial Markets | 0.01% | New | 600,030 | $18.6M |
| MAI Capital Management | 0.10% | Add +8.0% | 591,008 | $18.3M |
| Denver PWM, LLC | 6.08% | Reduce -21.8% | 509,213 | $17.7M |
| OneDigital Investment Advisors LLC | 0.17% | Reduce -19.5% | 570,755 | $17.7M |
| Bangor Savings Bank | 1.39% | Reduce -10.7% | 559,777 | $17.3M |
| Triangle Securities Wealth Management | 3.74% | Add +2.9% | 532,039 | $16.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.8% | 527,718 | $16.3M |
| Trinity Legacy Partners, LLC | 3.53% | Add +1.8% | 493,096 | $16.3M |
| Curbstone Financial Management Corp | 3.05% | Add +3.5% | 515,319 | $16.0M |
| Asset Management Group, Inc. | 2.54% | Reduce -3.4% | 507,857 | $15.7M |
| Sherwood Financial Partners, LLC | 13.56% | Reduce -4.3% | 495,543 | $15.3M |
| Womack Financial LLC | 11.17% | Add +2.7% | 490,392 | $15.2M |
| AQR Capital Management | 0.01% | Add +41.1% | 488,650 | $15.1M |
| Fortis Capital Management LLC | 2.02% | Add +11.4% | 487,153 | $15.1M |
| Focus Financial Network, Inc. | 0.54% | Add +13.7% | 485,586 | $15.0M |
| HHM Wealth Advisors, LLC | 1.73% | Reduce -0.7% | 483,483 | $15.0M |
| Savant Capital, LLC | 0.07% | Reduce -0.1% | 479,148 | $14.8M |
| Harbor Group, Inc. | 2.13% | Reduce -0.8% | 475,237 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.8% | 488,745 | $14.6M |
| Clearwater Capital Advisors, LLC | 1.18% | Add +3.6% | 473,011 | $14.6M |
| Lodestar Private Asset Management LLC | 1.44% | Add +5.0% | 472,201 | $14.6M |
| Wells Fargo & Company | 0.00% | Reduce -8.6% | 469,633 | $14.5M |
| IMA Advisory Services, Inc. | 1.42% | Add +1.9% | 468,821 | $14.5M |
| Pittenger & Anderson Inc. | 0.57% | Reduce -2.9% | 461,014 | $14.3M |
| Schneider Downs Wealth Management Advisors, LP | 1.57% | Add +2.6% | 460,298 | $14.3M |
| Courage Miller Partners, LLC | 4.02% | Add +0.3% | 460,109 | $14.2M |
| Farther Finance Advisors, LLC | 0.13% | Reduce -18.4% | 439,619 | $13.7M |
| White & Co Financial Planning Inc | 9.51% | Add +1.0% | 436,832 | $13.5M |
| Fifth Third Securities, Inc. | 0.87% | Add +0.3% | 434,295 | $13.4M |
| Cannon Capital Management, Inc. | 10.89% | Reduce -0.7% | 432,843 | $13.4M |
| Clear Creek Financial Management, LLC | 1.02% | Add +17.0% | 430,017 | $13.3M |
| Pacific Sage Partners, LLC | 2.04% | Add +1.6% | 418,915 | $13.0M |
| Spinnaker Investment Group, LLC | 2.63% | Reduce -7.6% | 417,462 | $12.9M |
| River's Edge Wealth Management, LLC | 12.00% | Add +2.0% | 379,814 | $12.8M |
| DAVENPORT & Co LLC | 0.07% | Add +9.8% | 412,608 | $12.8M |
| Benjamin Edwards Inc. | 0.13% | Reduce -27.1% | 406,632 | $12.6M |
| St. Johns Investment Management Company, LLC | 5.26% | Add +1.3% | 403,845 | $12.5M |
| Whittier Trust Co. of Nevada Inc. | 0.26% | Add +10.9% | 395,158 | $12.4M |
| Horizon Financial Services, LLC | 5.49% | Reduce -19.5% | 401,484 | $12.4M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -2.9% | 394,717 | $12.2M |
| Peak Financial Management, Inc. | 3.08% | Reduce -0.0% | 392,134 | $12.1M |
| Bush Investment Group, LLC | 6.55% | Add +2.1% | 387,417 | $12.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +205.4% | 383,636 | $11.9M |
| LexAurum Advisors, LLC | 1.55% | — | 383,315 | $11.9M |
| Brand Asset Management Group, Inc. | 3.06% | Reduce -0.2% | 379,628 | $11.8M |
| Avior Wealth Management, LLC | 0.33% | Add +11.8% | 376,909 | $11.7M |
| Alliance Wealth Management Group | 2.55% | Reduce -1.1% | 376,193 | $11.6M |
| Towercrest Capital Management | 1.81% | Reduce -1.1% | 376,193 | $11.6M |
| HBK Sorce Advisory LLC | 0.23% | Reduce -6.6% | 327,046 | $11.4M |
| North Star Asset Management Inc. | 0.49% | Add +0.6% | 365,357 | $11.3M |
| Missouri Trust & Investment Co | 3.31% | Reduce -0.7% | 364,797 | $11.3M |
| Valley National Advisers Inc. | 1.46% | Reduce -0.8% | 363,261 | $11.2M |
| Kavar Capital Partners Group, LLC | 1.40% | Add +2.6% | 360,945 | $11.2M |
| Money Concepts Capital Corp. | 0.61% | Add +5.7% | 355,590 | $11.0M |
| Christensen, King & Associates Investment Services, Inc. | 4.72% | Add +0.4% | 355,057 | $11.0M |
| Clearstead Advisors, LLC | 0.10% | Add +0.9% | 349,529 | $10.8M |
| Omega Financial Group, LLC | 3.56% | Reduce -4.6% | 348,334 | $10.8M |
| Strategic Family Wealth Counselors, L.L.C. | 2.83% | Reduce -3.3% | 348,073 | $10.8M |
| Elwood & Goetz Wealth Advisory Group, LLC | 1.82% | Reduce -0.3% | 345,745 | $10.7M |
| Lincoln Capital Corp. | 3.90% | Reduce -0.1% | 342,111 | $10.6M |
| Milestone Investment Advisors LLC | 2.52% | Reduce -0.1% | 336,639 | $10.4M |
| Leavell Investment Management, Inc. | 0.43% | Reduce -0.9% | 335,376 | $10.4M |
| Nadler Financial Group, Inc. | 1.00% | Reduce -7.0% | 333,762 | $10.3M |
| ProVise Management Group, LLC | 0.74% | Reduce -6.5% | 333,160 | $10.3M |
| MML Investors Services, LLC | 0.03% | Reduce -8.1% | 332,588 | $10.3M |
| Sightline Wealth Advisors, LLC | 4.35% | Reduce -2.5% | 332,214 | $10.3M |
| Larson Financial Group LLC | 0.33% | Reduce -4.9% | 329,793 | $10.2M |
| Truist Financial Corp. | 0.01% | Add +2.2% | 325,867 | $10.1M |
| Family Legacy Financial Solutions, LLC | 8.06% | Add +18.1% | 317,723 | $9.9M |
| Tiller Private Wealth, Inc. | 3.51% | Reduce -2.5% | 319,079 | $9.9M |
| Lee Financial Co | 1.39% | Reduce -1.8% | 317,188 | $9.8M |
| Visionary Wealth Advisors | 0.43% | Add +0.8% | 313,402 | $9.7M |
| HB Wealth Management, LLC | 0.06% | Reduce -1.1% | 311,942 | $9.7M |
| Gradient Capital Advisors, LLC | 2.49% | Reduce -2.0% | 309,690 | $9.6M |
| Bernard Wealth Management Corp. | 4.09% | Add +0.7% | 309,478 | $9.6M |
| Allworth Financial LP | 0.04% | Reduce -3.6% | 309,424 | $9.6M |
| Blue Square Asset Management, LLC | 4.52% | Add +0.5% | 307,556 | $9.5M |
| Private Advisor Group, LLC | 0.04% | Add +0.1% | 302,269 | $9.4M |
| Monetary Solutions, Ltd | 8.98% | Reduce -1.3% | 300,239 | $9.3M |
| Ausdal Financial Partners, Inc. | 0.41% | Add +6.4% | 297,140 | $9.2M |
| Sunbelt Securities, Inc. | 0.58% | Add +3.9% | 296,948 | $9.2M |
| Main Street Financial Solutions, LLC | 0.66% | Add +8.6% | 293,309 | $9.1M |
| Valley Forge Investment Consultants Inc. Adv | 2.69% | Add +0.5% | 290,099 | $9.0M |
| Patriot Investment Management Group, Inc. | 0.56% | Reduce -3.3% | 280,724 | $8.7M |
| American Money Management, LLC | 1.36% | Add +2.9% | 276,768 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.6% | 267,979 | $8.3M |
| Black Diamond Financial, LLC | 0.90% | Add +0.0% | 266,939 | $8.3M |
| Pps&v Asset Management Consultants, Inc. | 5.01% | Add +0.2% | 264,946 | $8.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.88% | Reduce -1.9% | 264,449 | $8.2M |
| Baird Financial Group, Inc. | 0.01% | Reduce -7.5% | 261,301 | $8.1M |
| Brookstone Capital Management | 0.09% | Add +6.3% | 257,251 | $8.0M |
| Gill Capital Partners, LLC | 2.29% | Reduce -0.7% | 257,031 | $8.0M |
| Arbor Trust Wealth Advisors, LLC | 3.42% | Reduce -2.8% | 251,216 | $7.8M |
| Scarborough Advisors, LLC | 0.85% | New | 250,789 | $7.8M |
| Cary Street Partners Financial LLC | 0.19% | Reduce -1.6% | 250,718 | $7.8M |
| Trust Point Inc. | 0.66% | Reduce -16.4% | 245,368 | $7.6M |
| White Pine Investment CO | 1.75% | Add +2.7% | 243,804 | $7.5M |
| James J. Burns & Company, LLC | 1.02% | Reduce -0.5% | 243,089 | $7.5M |
| Whittier Trust Co. | 0.08% | Reduce -15.9% | 237,669 | $7.5M |
| Meridian Wealth Management, LLC | 0.27% | Reduce -0.1% | 240,950 | $7.5M |
| RFG Advisory, LLC | 0.13% | Add +163.7% | 234,021 | $7.2M |
| Meridian Wealth Partners, LLC | 0.99% | Reduce -3.9% | 233,042 | $7.2M |
| Cresset Asset Management, LLC | 0.03% | Reduce -0.9% | 232,920 | $7.2M |
| Wealth Enhancement Trust Services, Inc. | 0.85% | Reduce -0.8% | 226,552 | $7.0M |
| New York Life Investment Management LLC | 0.06% | Add +53.1% | 223,251 | $6.9M |
| Cathy Pareto & Associates, Inc. | 4.63% | Add +14.1% | 222,984 | $6.9M |
| Broadleaf Partners, LLC | 1.61% | Reduce -2.1% | 222,508 | $6.9M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.50% | Reduce -1.7% | 220,344 | $6.8M |
| Peterson Wealth Advisors, LLC | 0.90% | Reduce -6.4% | 219,294 | $6.8M |
| Jacobi Capital Management LLC | 0.37% | Reduce -7.5% | 215,542 | $6.7M |
| Victrix Investment Advisors | 2.40% | Add +5.4% | 213,732 | $6.6M |
| Financial Synergies Wealth Advisors, Inc. | 0.63% | Reduce -2.1% | 211,882 | $6.6M |
| Downshift Financial, LLC | 3.35% | Reduce -10.8% | 194,594 | $6.5M |
| Lido Advisors, LLC | 0.03% | Reduce -32.0% | 207,065 | $6.4M |
| Kohmann Bosshard Financial Services, LLC | 0.62% | Reduce -2.1% | 205,227 | $6.4M |
| Anchor Investment Management, LLC | 0.53% | Reduce -1.2% | 205,178 | $6.4M |
| Merit Financial Group, LLC | 0.05% | Reduce -2.6% | 204,851 | $6.3M |
| DHJJ Financial Advisors, Ltd. | 2.06% | Add +0.4% | 200,720 | $6.2M |
| Cape Investment Advisory, Inc. | 2.01% | Reduce -0.0% | 195,349 | $6.0M |
| OxenFree Capital LLC | 2.89% | New | 180,743 | $6.0M |
| Range Advisory, LLC | 1.10% | Add +44.6% | 192,388 | $6.0M |
| OneAscent Financial Services LLC | 0.32% | Add +3.0% | 192,056 | $5.9M |
| Newton One Investments LLC | 1.60% | Reduce -1.1% | 190,885 | $5.9M |
| AdvisorNet Financial, Inc | 0.31% | Add +4.1% | 190,469 | $5.9M |
| Texas Yale Capital Corp. | 0.17% | Add +3.2% | 189,668 | $5.9M |
| Modern Wealth Management, LLC | 0.10% | Reduce -0.3% | 186,150 | $5.8M |
| Diversify Wealth Management, LLC | 0.10% | Add +20.3% | 173,944 | $5.8M |
| Pure Financial Advisors, LLC | 0.08% | Reduce -1.9% | 186,447 | $5.8M |
| Reston Wealth Management LLC | 1.76% | Reduce -10.5% | 185,189 | $5.7M |
| Gleason Group, Inc. | 0.57% | Reduce -0.6% | 185,136 | $5.7M |
| Manchester Financial Inc. | 1.09% | Reduce -6.2% | 183,375 | $5.7M |
| Madden Advisory Services, Inc. | 2.21% | Add +4.5% | 181,066 | $5.6M |
| Destination Wealth Management | 0.15% | Reduce -11.6% | 180,916 | $5.6M |
| Moneywise, Inc. | 2.44% | Add +10.1% | 180,794 | $5.6M |
| Powers Advisory Group, LLC | 1.97% | Add +1.4% | 180,170 | $5.6M |
| Creekside Partners | 2.29% | Add +2.4% | 179,761 | $5.6M |
| Natixis Advisors, LLC | 0.01% | Add +18.7% | 174,366 | $5.4M |
| Wealthspire Advisors, LLC | 0.04% | Add +0.7% | 172,576 | $5.3M |
| Mengis Capital Management, Inc. | 0.90% | Add +1.3% | 168,917 | $5.2M |
| Royal Bank of Canada | 0.00% | Add +7.2% | 168,268 | $5.2M |
| FMR LLC | 0.00% | Add +18.0% | 166,761 | $5.2M |
| TMB Capital Partners, LLC | 1.73% | Add +5.3% | 166,171 | $5.1M |
| Cwm, LLC | 0.01% | Reduce -4.8% | 166,139 | $5.1M |
| Capital Planning LLC | 1.62% | Add +16.9% | 160,520 | $5.0M |
| Birchbrook, Inc. | 2.37% | Reduce -1.9% | 156,119 | $4.8M |
| CX Institutional | 0.15% | Add +112.8% | 155,464 | $4.8M |
| Hilltop Wealth Advisors, LLC | 2.83% | Reduce -4.3% | 152,398 | $4.7M |
| Summitpoint Capital Management | 5.97% | — | 156,384 | $4.7M |
| Steele Capital Management, Inc. | 0.19% | No change | 151,201 | $4.7M |
| Game Plan Financial Advisors, LLC | 2.17% | Reduce -0.3% | 150,588 | $4.7M |
| Newman Dignan & Sheerar, Inc. | 0.98% | Reduce -2.0% | 149,963 | $4.6M |
| Selby Wealth Management, LLC | 1.81% | Reduce -2.5% | 148,210 | $4.6M |
| Stevens Capital Partners | 1.09% | Add +70.8% | 145,913 | $4.5M |
| Family Investment Center, Inc. | 0.87% | Reduce -2.2% | 145,778 | $4.5M |
| Columbus Macro, LLC | 0.48% | Add +1.3% | 144,803 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -1.9% | 144,550 | $4.5M |
| Independent Solutions Wealth Management, LLC | 0.66% | Reduce -1.2% | 144,003 | $4.5M |
| Kingswood Wealth Advisors, LLC | 0.21% | Reduce -2.1% | 142,402 | $4.4M |
| Alpha Omega Wealth Management LLC | 0.71% | Reduce -0.9% | 141,108 | $4.4M |
| CFG Wealth Management Services, Inc. | 4.07% | Add +0.5% | 140,332 | $4.3M |
| Lathrop Investment Management Co. | 0.80% | Reduce -7.3% | 137,249 | $4.2M |
| Blue Bell Private Wealth Management, LLC | 0.61% | Reduce -0.4% | 137,054 | $4.2M |
| Code Waechter LLC | 2.52% | Reduce -3.8% | 136,757 | $4.2M |
| Sage Financial Management Group, Inc. | 1.29% | Reduce -0.9% | 135,765 | $4.2M |
| Arcataur Capital Management LLC | 1.16% | Reduce -1.1% | 134,636 | $4.2M |
| Valpey Financial Services, LLC | 2.71% | Reduce -4.3% | 134,500 | $4.2M |
| Balanced Wealth Group LLC | 1.49% | Reduce -1.8% | 134,431 | $4.2M |
| Perigon Wealth Management, LLC | 0.08% | Add +0.1% | 133,843 | $4.1M |
| Schaeffer Financial LLC | 3.48% | Add +2.3% | 133,729 | $4.1M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -4.1% | 132,122 | $4.1M |
| Debussy Capital Management LP | 0.56% | Add +1.1% | 131,751 | $4.1M |
| Roundview Capital LLC | 0.25% | Add +0.8% | 131,694 | $4.1M |
| IHT Wealth Management, LLC | 0.09% | Reduce -1.2% | 131,488 | $4.1M |
| United Advisor Group, LLC | 0.50% | Add +9.3% | 131,317 | $4.1M |
| Apollon Financial, LLC | 0.55% | Add +1.5% | 127,177 | $3.9M |
| Acorn Wealth Advisors, LLC | 1.15% | Add +2.6% | 127,118 | $3.9M |
| Stifel Financial Corp. | 0.00% | Reduce -0.7% | 126,815 | $3.9M |
| Beacon Bridge Wealth Partners, LLC | 1.31% | Add +0.7% | 126,438 | $3.9M |
| Fort Point Capital Partners LLC | 0.51% | Add +50.5% | 124,937 | $3.9M |
| Citizens Financial Group Inc. | 0.05% | Reduce -3.6% | 124,828 | $3.9M |
| St. Louis Trust Co | 0.44% | Reduce -5.6% | 122,547 | $3.8M |
| WESCAP Management Group, Inc. | 0.74% | Reduce -1.5% | 120,750 | $3.7M |
| Richardson Capital Management LLC | 1.80% | Reduce -9.8% | 120,126 | $3.7M |
| Councilor Wealth, LLC | 1.78% | Reduce -0.6% | 118,399 | $3.7M |
| Lowe Brockenbrough & Co. Inc. | 0.18% | Reduce -2.8% | 118,033 | $3.7M |
| Composition Wealth, LLC | 0.05% | Add +3.6% | 117,208 | $3.6M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -1.4% | 116,449 | $3.6M |
| Nicollet Investment Management, Inc. | 1.23% | Reduce -4.8% | 116,422 | $3.6M |
| Independent Advisor Alliance | 0.04% | Add +1256.2% | 115,073 | $3.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +0.5% | 115,062 | $3.6M |
| Livet Wealth, LLC | 2.26% | Add +1.4% | 115,002 | $3.6M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -1.0% | 114,400 | $3.5M |
| Valmark Advisers, Inc. | 0.04% | Add +3.2% | 114,248 | $3.5M |
| NorthRock Partners, LLC | 0.06% | Reduce -3.5% | 111,965 | $3.5M |
| United Capital Financial Advisors, LLC | 0.02% | Add +2.9% | 111,800 | $3.5M |
| Atlas Capital Advisors Inc. | 0.39% | Reduce -18.8% | 110,520 | $3.4M |
| Murphy & Mullick Capital Management Corp | 2.52% | Reduce -0.8% | 110,018 | $3.4M |
| US Bancorp \de | 0.00% | Add +150.2% | 109,427 | $3.4M |
| Savvy Advisors, Inc. | 0.09% | Add +190.8% | 109,142 | $3.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.23% | Add +0.3% | 108,666 | $3.4M |
| Prentice Wealth Management LLC | 0.76% | Reduce -0.5% | 108,482 | $3.4M |
| Everhart Financial Group, Inc. | 0.29% | Add +1.0% | 108,460 | $3.4M |
| McAdam, LLC | 0.15% | Add +0.7% | 107,503 | $3.3M |
| HC Advisors, LLC | 2.20% | Reduce -0.8% | 106,314 | $3.3M |
| Element Wealth, LLC | 1.36% | Add +0.1% | 106,303 | $3.3M |
| Providence First Trust Co | 1.15% | Reduce -15.1% | 105,958 | $3.3M |
| Meramec Financial Planners, LLC | 1.26% | Reduce -3.6% | 93,826 | $3.2M |
| Compass Financial Group, INC | 0.44% | Add +9.1% | 102,399 | $3.2M |
| Wealth Group Ltd | 0.72% | Reduce -0.5% | 102,381 | $3.2M |
| Waterfront Wealth Inc. | 0.58% | Add +12.1% | 102,010 | $3.2M |
| Wescott Financial Advisory Group, LLC | 0.28% | Reduce -1.3% | 101,866 | $3.2M |
| TD Private Client Wealth LLC | 0.07% | Add +462.5% | 101,341 | $3.1M |
| Orcam Financial Group | 2.22% | Add +0.1% | 101,207 | $3.1M |
| John Boyer, Inc. | 3.12% | Reduce -0.1% | 100,726 | $3.1M |
| Blankinship & Foster, LLC | 0.69% | Reduce -1.2% | 100,627 | $3.1M |
| Paradigm, Strategies in Wealth Management, LLC | 2.10% | Reduce -7.2% | 100,178 | $3.1M |
| Betterment LLC | 0.01% | Reduce -4.4% | 100,127 | $3.1M |
| WealthShield Partners, LLC | 0.35% | Reduce -2.1% | 100,049 | $3.1M |
| Planwiser Financial, LLC | 2.22% | Reduce -1.6% | 92,737 | $3.1M |
| Zhang Financial LLC | 0.11% | Add +3.0% | 98,847 | $3.1M |
| Envision Financial LLC | 1.63% | Reduce -15.0% | 97,707 | $3.0M |
| LifeSteps Financial, Inc. | 1.91% | Add +5.7% | 97,205 | $3.0M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -0.3% | 96,887 | $3.0M |
| Revolve Wealth Partners, LLC | 0.39% | Reduce -9.2% | 96,754 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Add +6.7% | 99,394 | $3.0M |
| Boltwood Capital Management | 0.75% | Add +4.7% | 95,254 | $2.9M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +10.4% | 85,687 | $2.9M |
| PCA Investment Advisory Services Inc. | 0.95% | Reduce -1.6% | 92,279 | $2.9M |
| Advisory Services Network, LLC | 0.04% | Add +1.5% | 92,019 | $2.8M |
| EP Wealth Advisors, LLC | 0.01% | Add +2.3% | 91,643 | $2.8M |
| Franklin Resources Inc. | 0.00% | Reduce -15.8% | 91,372 | $2.8M |
| Jacobs Equity LLC | 2.53% | Add +0.9% | 91,261 | $2.8M |
| Vise Technologies, Inc. | 0.06% | No change | 93,195 | $2.8M |
| River Wealth Advisors LLC | 0.32% | Reduce -3.9% | 90,471 | $2.8M |
| Values Added Financial LLC | 1.17% | Add +1.7% | 89,679 | $2.8M |
| True North Advisors, LLC | 0.31% | Reduce -4.3% | 87,706 | $2.7M |
| Tradition Wealth Management, LLC | 0.19% | Reduce -0.8% | 87,027 | $2.7M |
| CDKV Holdings LLC | 2.36% | Add +3.9% | 86,962 | $2.7M |
| Sentinel Pension Advisors, LLC | 0.40% | Add +6.4% | 86,884 | $2.7M |
| Mather Group, Llc. | 0.03% | Add +0.8% | 86,693 | $2.7M |
| Burkett Financial Services, LLC | 0.92% | Reduce -1.2% | 86,525 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -14.5% | 86,264 | $2.7M |
| Leo H. Evart, Inc. | 2.23% | — | 84,207 | $2.6M |
| Centerpoint Advisors, LLC | 0.85% | No change | 84,000 | $2.6M |
| Athena Investment Management | 1.34% | Add +0.9% | 83,744 | $2.6M |
| SeaCrest Wealth Management, LLC | 0.27% | Reduce -6.8% | 82,987 | $2.6M |
| Leisure Capital Management | 0.90% | Reduce -8.6% | 82,646 | $2.6M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -11.7% | 82,136 | $2.5M |
| Panoramic Investment Advisors, LLC | 1.37% | Add +7.3% | 81,889 | $2.5M |
| Marquette Asset Management, LLC | 0.38% | Reduce -0.5% | 81,527 | $2.5M |
| WBH Advisory Inc. | 0.19% | Reduce -0.6% | 79,721 | $2.5M |
| Ulland Investment Advisors, LLC | 2.13% | Reduce -0.6% | 79,880 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -8.4% | 78,792 | $2.4M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Add +0.4% | 78,130 | $2.4M |
| Krilogy Financial LLC | 0.08% | Add +0.9% | 72,793 | $2.4M |
| Econ Financial Services Corp | 1.11% | Add +26.2% | 77,366 | $2.4M |
| Juncture Wealth Strategies, LLC | 0.80% | Reduce -3.1% | 77,211 | $2.4M |
| Dorato Capital Management | 1.76% | Reduce -1.1% | 73,359 | $2.4M |
| Affinity Capital Advisors, LLC | 0.33% | Reduce -0.6% | 75,699 | $2.3M |
| Red Door Wealth Management, LLC | 0.24% | Reduce -6.1% | 75,391 | $2.3M |
| MBA Advisors LLC | 0.89% | Reduce -1.6% | 74,848 | $2.3M |
| WJ Financial Advisors LLC | 1.84% | Add +5.3% | 73,465 | $2.3M |
| Summit Financial, LLC | 0.03% | Add +3.7% | 71,556 | $2.2M |
| May Hill Capital, LLC | 0.55% | Reduce -6.0% | 70,320 | $2.2M |
| Tower Bridge Advisors | 0.21% | New | 70,226 | $2.2M |
| SWS Partners | 0.53% | Reduce -6.1% | 69,971 | $2.2M |
| Quantinno Capital Management LP | 0.00% | Add +39.3% | 69,542 | $2.2M |
| Columbia River Financial Group, LLC | 1.25% | Add +2.0% | 69,562 | $2.2M |
| Sheets Smith Wealth Management | 0.24% | Reduce -0.1% | 69,217 | $2.1M |
| Asset Advisors Investment Management, LLC | 0.20% | Reduce -1.7% | 69,080 | $2.1M |
| Aspen Grove Capital, LLC | 0.41% | Reduce -3.5% | 68,880 | $2.1M |
| Joseph P. Lucia & Associates, LLC | 0.76% | Reduce -1.2% | 68,648 | $2.1M |
| Csenge Advisory Group | 0.10% | Add +5.2% | 68,578 | $2.1M |
| Bensler, LLC | 0.22% | Reduce -13.8% | 68,458 | $2.1M |
| Colorado Capital Management, Inc. | 0.78% | Reduce -14.0% | 67,608 | $2.1M |
| Capital Squared Financial LLC | 1.60% | Add +6.5% | 67,507 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +48.8% | 67,261 | $2.1M |
| Compound Planning, Inc. | 0.06% | Add +1.6% | 67,221 | $2.1M |
| Staley Capital Advisers Inc. | 0.09% | Reduce -0.1% | 67,057 | $2.1M |
| CRA Financial Services, LLC | 0.27% | Reduce -15.8% | 66,651 | $2.1M |
| Cambridge Financial Group, LLC | 0.70% | Reduce -34.1% | 66,632 | $2.1M |
| Madison Park Capital Advisors, LLC | 1.58% | Reduce -2.8% | 64,902 | $2.0M |
| Ironwood Financial, llc | 0.35% | Reduce -0.7% | 64,856 | $2.0M |
| Venture Visionary Partners LLC | 0.07% | Add +0.0% | 64,846 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 64,825 | $2.0M |
| MCF Advisors LLC | 0.09% | Reduce -0.0% | 64,034 | $2.0M |
| FF Advisors,LLC | 0.80% | Add +45.7% | 58,884 | $2.0M |
| KCM Investment Advisors LLC | 0.07% | No change | 63,459 | $2.0M |
| Arrowroot Family Office, LLC | 0.65% | Reduce -5.7% | 63,245 | $2.0M |
| Alliance Private Wealth, LLC | 0.69% | No change | 61,813 | $1.9M |
| Commerce Bank | 0.01% | Add +72.2% | 61,714 | $1.9M |
| Pine Valley Investments Ltd Liability Co | 0.09% | Add +13.6% | 61,120 | $1.9M |
| Valeo Financial Advisors, LLC | 0.05% | Add +0.7% | 60,871 | $1.9M |
| Opal Wealth Advisors, LLC | 0.42% | Add +1.4% | 60,268 | $1.9M |
| Beaumont Financial Advisors, LLC | 0.13% | Reduce -0.2% | 59,900 | $1.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -40.8% | 59,872 | $1.9M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.86% | New | 59,862 | $1.9M |
| Vision Capital Management, Inc. | 0.23% | No change | 59,514 | $1.8M |
| Amicus Financial Advisors, LLC | 0.51% | Add +2.2% | 59,497 | $1.8M |
| Smith, Moore & Co. | 0.13% | Reduce -0.5% | 59,123 | $1.8M |
| Warner Financial, Inc. | 0.63% | Add +7.5% | 58,928 | $1.8M |
| Cambridge Advisors Inc. | 0.35% | Add +0.2% | 58,850 | $1.8M |
| Koesten, Hirschmann & Crabtree, INC. | 0.88% | No change | 58,449 | $1.8M |
| Wealthspire Retirement, LLC | 0.11% | Reduce -2.0% | 58,413 | $1.8M |
| NBZ Investment Advisors LLC | 0.79% | Reduce -0.3% | 58,316 | $1.8M |
| Medallion Wealth Advisors, LLC | 0.59% | Add +4.4% | 58,263 | $1.8M |
| Sunburst Financial Group, LLC | 0.34% | Reduce -17.0% | 57,649 | $1.8M |
| VSM Wealth Advisory, LLC | 0.53% | Reduce -0.0% | 57,571 | $1.8M |
| Fagan Associates, Inc. | 0.25% | Reduce -1.2% | 57,403 | $1.8M |
| PFG Advisors | 0.09% | Reduce -25.0% | 57,018 | $1.8M |
| Collective Family Office LLC | 0.40% | Reduce -1.7% | 56,773 | $1.8M |
| BCS Wealth Management | 0.36% | Reduce -49.8% | 56,705 | $1.8M |
| Embree Financial Group | 0.21% | Add +1.6% | 56,678 | $1.8M |
| JFS Wealth Advisors, LLC | 0.10% | Reduce -1.4% | 56,621 | $1.8M |
| ETF Store, Inc. | 1.69% | Add +5.2% | 56,117 | $1.7M |
| Quadcap Wealth Management, LLC | 0.20% | Reduce -0.3% | 55,917 | $1.7M |
| Ieq Capital, LLC | 0.01% | Add +12.4% | 55,614 | $1.7M |
| CVA Family Office, LLC | 0.18% | Reduce -1.1% | 54,601 | $1.7M |
| LTG Capital LLC | 1.28% | Add +0.5% | 54,166 | $1.7M |
| Seek First Inc. | 1.18% | Add +0.7% | 54,159 | $1.7M |
| OFS Enterprise LLC | 0.49% | — | 54,043 | $1.7M |
| K2 Financial Inc. | 1.20% | Add +7.5% | 48,885 | $1.7M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -19.9% | 52,999 | $1.6M |
| Westview Management dba Westview Investment Advisors | 0.85% | Reduce -19.1% | 52,482 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | New | 52,006 | $1.6M |
| Long Island Wealth Management, Inc. | 0.74% | Add +2.3% | 51,447 | $1.6M |
| GuidedMoney, LLC | 0.84% | No change | 51,435 | $1.6M |
| Bfsg, LLC | 0.15% | Reduce -1.1% | 51,271 | $1.6M |
| Cahill Financial Advisors Inc. | 0.17% | Reduce -3.3% | 51,238 | $1.6M |
| Integrated Capital Management, LLC | 0.67% | Add +0.3% | 51,078 | $1.6M |
| Fulton Breakefield Broenniman LLC | 0.10% | Add +0.1% | 51,065 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +2.1% | 50,980 | $1.6M |
| Arkansas Financial Group, Inc. | 0.22% | Reduce -1.8% | 48,623 | $1.6M |
| North Forty Two & Co. | 1.44% | Add +9.6% | 50,476 | $1.6M |
| Harbour Investments, Inc. | 0.02% | Add +29.9% | 50,266 | $1.6M |
| Kelman-Lazarov, Inc. | 0.22% | Reduce -3.9% | 50,238 | $1.6M |
| Winthrop Capital Management, LLC | 0.40% | Reduce -0.1% | 50,211 | $1.6M |
| IF Advisors, LLC | 1.10% | Add +59.5% | 50,042 | $1.5M |
| RCW Management, LLC | 1.57% | Reduce -3.4% | 49,564 | $1.5M |
| Arax Advisory Partners | 0.04% | Add +20.3% | 49,534 | $1.5M |
| John W. Brooker & Co., CPAs | 2.40% | Reduce -19.3% | 49,243 | $1.5M |
| S.A. Mason LLC | 0.57% | Add +3.3% | 49,133 | $1.5M |
| Financially in Tune, LLC | 1.30% | Add +1.7% | 48,747 | $1.5M |
| Dakota Wealth Management | 0.03% | Reduce -58.5% | 48,453 | $1.5M |
| Liberty Square Wealth Partners LLC | 0.41% | Reduce -28.4% | 47,873 | $1.5M |
| Legacy Bridge, LLC | 0.56% | No change | 47,846 | $1.5M |
| 1900 Wealth Management LLC | 0.09% | Add +0.1% | 47,000 | $1.5M |
| Coastline Complete Wealth LLC | 0.89% | Reduce -0.9% | 46,338 | $1.4M |
| SCS Capital Management LLC | 0.02% | No change | 46,143 | $1.4M |
| First Growth Capital LLC | 1.29% | No change | 45,486 | $1.4M |
| Keyvantage Wealth, LLC | 0.62% | Reduce -1.0% | 45,760 | $1.4M |
| Capital Advantage, Inc. | 0.18% | Reduce -1.9% | 45,622 | $1.4M |
| Voisard Asset Management Group, Inc. | 0.30% | Reduce -9.5% | 45,483 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Add +0.0% | 45,429 | $1.4M |
| Thrive Wealth Management, LLC | 0.21% | Reduce -6.7% | 45,318 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.5% | 45,034 | $1.4M |
| Ifrah Financial Services, Inc. | 0.36% | Reduce -1.9% | 43,961 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.15% | Reduce -2.8% | 43,922 | $1.4M |
| Quadrant Capital Group LLC | 0.04% | Reduce -1.8% | 43,582 | $1.3M |
| Lazard Asset Management LLC | 0.00% | No change | 43,158 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 44,340 | $1.3M |
| Altfest L J & Co. Inc. | 0.14% | Reduce -5.0% | 42,874 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +10.9% | 42,802 | $1.3M |
| Sharkey, Howes & Javer | 0.18% | Reduce -2.9% | 42,518 | $1.3M |
| Whipplewood Advisors, LLC | 0.68% | Reduce -3.5% | 42,259 | $1.3M |
| Evergreen Capital Management LLC | 0.03% | No change | 42,068 | $1.3M |
| Serenity Investment Advisors | 0.60% | Add +2.9% | 37,026 | $1.3M |
| Cornerstone Wealth Group, LLC | 0.08% | Reduce -23.3% | 38,175 | $1.3M |
| Single Point Partners, LLC | 0.25% | Add +2.1% | 41,309 | $1.3M |
| WP Advisors, LLC | 0.33% | Add +0.3% | 41,279 | $1.3M |
| Naples Global Advisors, LLC | 0.09% | Add +3.8% | 41,096 | $1.3M |
| ARK & TLK Investments, LLC | 0.34% | No change | 41,000 | $1.3M |
| Cassilly Financial Group LLC | 1.10% | Add +6.7% | 40,954 | $1.3M |
| Bouchey Financial Group, Ltd. | 0.09% | No change | 38,980 | $1.3M |
| GHP Investment Advisors, Inc. | 0.05% | Add +2.6% | 40,810 | $1.3M |
| Clear Investment Research, LLC | 1.93% | Add +0.0% | 39,907 | $1.2M |
| Wilkins Miller Wealth Management, LLC | 0.75% | Add +0.5% | 39,877 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -5.1% | 39,799 | $1.2M |
| Phillips Financial Management, LLC | 0.09% | Reduce -9.2% | 39,507 | $1.2M |
| Blair William & Co. | 0.00% | Add +0.2% | 39,324 | $1.2M |
| Sawgrass Asset Management LLC | 0.18% | Reduce -0.2% | 39,154 | $1.2M |
| First Pacific Financial | 0.16% | Reduce -1.4% | 38,934 | $1.2M |
| Holderness Investments Co. | 0.24% | Add +1.0% | 38,216 | $1.2M |
| Stonebridge Financial Group, LLC | 0.10% | No change | 38,117 | $1.2M |
| Integrated Advisors Network LLC | 0.06% | Reduce -24.1% | 38,008 | $1.2M |
| Squire Investment Management Company, LLC | 0.33% | No change | 37,801 | $1.2M |
| FIDELIS iM, LLC | 0.44% | No change | 37,542 | $1.2M |
| Wisconsin Capital Management LLC | 0.64% | No change | 37,500 | $1.2M |
| Summit Financial Wealth Advisors, LLC | 0.16% | Reduce -0.1% | 37,490 | $1.2M |
| Sculati Wealth Management, LLC | 0.43% | No change | 37,488 | $1.2M |
| Orca Investment Management, LLC | 0.97% | Reduce -1.5% | 37,009 | $1.1M |
| RMR Wealth Builders | 0.09% | Reduce -0.1% | 37,005 | $1.1M |
| Great Waters Wealth Management | 0.12% | Reduce -2.0% | 36,628 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -7.4% | 36,521 | $1.1M |
| Shearwater Capital LLC | 0.59% | New | 36,275 | $1.1M |
| JM2 Capital Inc. | 0.93% | Add +18.5% | 36,083 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | No change | 35,804 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -1.3% | 35,783 | $1.1M |
| Greenwood Gearhart LLC | 0.06% | Add +141.7% | 35,667 | $1.1M |
| Adamsbrown Wealth Consultants LLC | 0.29% | Reduce -0.2% | 35,313 | $1.1M |
| Crescent Sterling, Ltd. | 1.06% | Add +1.2% | 35,255 | $1.1M |
| Cascade Financial Partners, LLC | 0.11% | Add +11.6% | 35,187 | $1.1M |
| IAG Wealth Partners, LLC | 0.12% | Reduce -10.1% | 34,778 | $1.1M |
| Condor Capital Management | 0.09% | Reduce -8.6% | 34,706 | $1.1M |
| AMG National Trust Bank | 0.02% | No change | 34,650 | $1.1M |
| Chesapeake Wealth Management | 0.33% | Reduce -0.8% | 34,628 | $1.1M |
| Tenret Co LLC | 0.51% | Reduce -1.9% | 34,381 | $1.1M |
| Pennsylvania Capital Management Inc. | 0.30% | Add +7.7% | 34,326 | $1.1M |
| Lowery Thomas, LLC | 0.61% | Add +0.8% | 34,314 | $1.1M |
| Retirement Planning Group, LLC | 0.03% | Add +24.2% | 33,687 | $1.0M |
| Elevation Wealth Partners, LLC | 0.37% | Add +0.1% | 33,630 | $1.0M |
| WFA of San Diego, LLC | 0.84% | Reduce -2.3% | 33,564 | $1.0M |
| Burns Matteson Capital Management, LLC | 0.40% | Reduce -2.0% | 33,469 | $1.0M |
| MeadowBrook Investment Advisors LLC | 0.93% | Add +139.3% | 33,250 | $1.0M |
| Grantvest Financial Group LLC | 0.66% | Reduce -3.8% | 33,123 | $1.0M |
| Nwam LLC | 0.06% | Add +0.8% | 32,897 | $1.0M |
| Pegasus Asset Management, Inc. | 0.32% | Add +11.3% | 32,806 | $1.0M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Add +3.3% | 32,680 | $1.0M |
| Five Pine Wealth Management | 0.63% | Reduce -0.7% | 32,602 | $1.0M |
| Ironwood Wealth Management, LLC. | 0.29% | Add +0.0% | 32,594 | $1.0M |
| Thoroughbred Financial Services, LLC | 0.06% | Add +0.0% | 32,421 | $1.0M |
| Fortitude Advisory Group L.L.C. | 0.45% | Add +0.1% | 32,182 | $996K |
| Fiduciary Trust Co | 0.01% | Reduce -5.9% | 32,170 | $996K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.16% | No change | 31,950 | $989K |
| Wedmont Private Capital | 0.03% | Add +0.0% | 30,275 | $982K |
| Asset Dedication, LLC | 0.07% | Add +537.8% | 31,707 | $982K |
| Clear Point Advisors Inc. | 0.76% | Add +11.3% | 31,687 | $981K |
| Pacific Sun Financial Corp | 0.47% | Reduce -3.5% | 31,606 | $979K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.7% | 31,512 | $976K |
| Hilltop Partners LLC | 0.25% | Reduce -3.7% | 31,311 | $969K |
| Fortis Capital Advisors, LLC | 0.12% | Reduce -5.0% | 30,766 | $953K |
| Belpointe Asset Management LLC | 0.03% | Reduce -5.0% | 30,766 | $953K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +3.3% | 30,462 | $943K |
| Brighton Jones LLC | 0.02% | New | 30,452 | $943K |
| Rialto Wealth Management, LLC | 0.21% | Reduce -11.6% | 30,298 | $938K |
| AlphaCore Capital LLC | 0.02% | Reduce -21.9% | 30,115 | $932K |
| Heritage Family Offices, LLP | 0.41% | Reduce -1.4% | 30,075 | $931K |
| One Capital Management, LLC | 0.03% | Reduce -1.3% | 30,049 | $930K |
| Parkside Financial Bank & Trust | 0.07% | No change | 30,000 | $929K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +30.4% | 29,726 | $920K |
| Okabena Investment Services Inc. | 0.18% | No change | 29,712 | $920K |
| BlueChip Wealth Advisors LLC | 0.40% | Add +8.0% | 29,613 | $917K |
| Parallel Advisors, LLC | 0.02% | Add +0.5% | 29,555 | $915K |
| Daybright Advisory Services, Inc. | 0.25% | Add +0.7% | 29,335 | $908K |
| Seven Springs Wealth Group, LLC | 0.21% | No change | 29,211 | $904K |
| Onyx Bridge Wealth Group LLC | 0.10% | Add +0.1% | 29,026 | $899K |
| Sigma Planning Corp | 0.02% | Reduce -4.8% | 28,987 | $897K |
| Kingsview Wealth Management, LLC | 0.01% | Add +11.2% | 28,976 | $897K |
| CAP Partners, LLC | 0.50% | Add +0.0% | 28,635 | $887K |
| Cynosure Group, LLC | 0.11% | Add +0.0% | 28,603 | $886K |
| NBT Bank, N.A. | 0.06% | Add +65.9% | 28,526 | $883K |
| Aurora Private Wealth, Inc. | 0.62% | No change | 29,205 | $878K |
| Red Mountain Financial, LLC | 0.83% | Add +2.8% | 28,353 | $878K |
| Arkadios Wealth Advisors | 0.01% | Add +10.8% | 28,268 | $875K |
| National Wealth Management Group, LLC | 0.32% | Reduce -1.4% | 27,930 | $865K |
| Flputnam Investment Management Co. | 0.01% | Add +0.8% | 27,928 | $865K |
| West Paces Advisors Inc. | 0.17% | Reduce -3.4% | 27,917 | $864K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +1.4% | 27,906 | $864K |
| James Investment Research, Inc. | 0.10% | Add +13.6% | 27,885 | $863K |
| Armor Investment Advisors, LLC | 0.31% | Reduce -4.2% | 27,381 | $848K |
| Madison Wealth Partners, Inc | 0.13% | Reduce -71.6% | 27,154 | $841K |
| Bcwm, LLC | 0.24% | Reduce -8.4% | 27,009 | $836K |
| Prospera Financial Services Inc | 0.01% | Add +0.6% | 26,711 | $827K |
| Rede Wealth, LLC | 0.30% | Reduce -23.1% | 26,638 | $825K |
| Bridges Investment Management Inc. | 0.01% | Add +4.9% | 26,573 | $823K |
| Sachetta, LLC | 0.44% | Add +2.3% | 26,302 | $814K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.7% | 26,092 | $808K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 25,792 | $799K |
| Indivisible Partners | 0.07% | Reduce -3.0% | 25,736 | $797K |
| Fifth Third Bancorp | 0.00% | Add +519.4% | 25,706 | $796K |
| Bigelow Investment Advisors, LLC | 0.32% | Reduce -8.2% | 25,536 | $791K |
| Brookwood Investment Group LLC | 0.10% | Add +2.1% | 25,254 | $782K |
| Payne Capital LLC | 0.72% | No change | 25,160 | $779K |
| Arista Wealth Management, LLC | 0.09% | No change | 25,040 | $775K |
| Northern Capital Management, Inc. | 0.39% | Reduce -12.3% | 25,007 | $774K |
| Goepper Burkhardt LLC | 0.26% | Reduce -11.6% | 25,006 | $774K |
| Armstrong Advisory Group, Inc. | 0.05% | Reduce -2.8% | 24,990 | $774K |
| YHB Investment Advisors, Inc. | 0.06% | Reduce -7.5% | 24,905 | $771K |
| Sigma Investment Counselors Inc. | 0.04% | Reduce -38.9% | 24,891 | $771K |
| &partners | 0.00% | Add +55.8% | 24,834 | $769K |
| SIMA Wealth Partners, LLC | 0.58% | Reduce -2.9% | 24,748 | $766K |
| QRG Capital Management, Inc. | 0.01% | Add +9.3% | 24,695 | $765K |
| Evermay Wealth Management LLC | 0.08% | No change | 24,471 | $758K |
| Eley Financial Management, Inc | 0.27% | Reduce -0.9% | 24,437 | $757K |
| Apella Capital, LLC | 0.01% | Add +2.9% | 22,317 | $753K |
| Westbourne Investments, Inc. | 0.36% | Add +3.2% | 24,323 | $753K |
| Carolina Wealth Advisors, LLC | 0.31% | Reduce -9.8% | 24,297 | $752K |
| Leverty Financial Group, LLC | 0.17% | Add +6.6% | 24,254 | $751K |
| Hendershot Investments Inc. | 0.10% | Add +1.9% | 24,207 | $749K |
| Sims Investment Management, LLC | 0.28% | No change | 24,180 | $749K |
| Asset One Wealth Management LLC | 0.08% | Add +6.8% | 22,198 | $747K |
| SageView Advisory Group, LLC | 0.03% | Reduce -0.1% | 23,925 | $741K |
| Planning Alternatives Ltd. | 0.10% | Reduce -3.0% | 23,797 | $737K |
| Nautilus Advisors LLC | 0.50% | Add +0.0% | 23,731 | $735K |
| Cooper/Haims Advisors, LLC | 0.34% | Add +0.7% | 23,558 | $729K |
| Midwest Capital Advisors, LLC | 0.34% | Add +1.0% | 23,437 | $726K |
| Bogart Wealth, LLC | 0.03% | Reduce -25.3% | 23,361 | $723K |
| Everest Financial Group LLC | 0.12% | Add +43.5% | 23,361 | $723K |
| Modus Advisors, LLC | 0.20% | Reduce -0.7% | 23,327 | $722K |
| Joule Financial, LLC | 0.21% | Reduce -7.6% | 22,990 | $712K |
| Financial Consulate, Inc. | 0.09% | Add +0.1% | 22,981 | $712K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -0.8% | 22,703 | $703K |
| Brown Advisory Inc. | 0.00% | Reduce -0.5% | 22,595 | $700K |
| AE Wealth Management LLC | 0.00% | Add +5.0% | 22,374 | $693K |
| Greenleaf Trust | 0.01% | Reduce -1.3% | 22,293 | $690K |
| Biltmore Family Office, LLC | 0.10% | No change | 22,005 | $681K |
| Strategic Equity Management | 0.26% | No change | 21,951 | $680K |
| Diversified Management Inc. | 0.12% | No change | 21,903 | $678K |
| Stokes Family Office, LLC | 0.07% | Reduce -2.1% | 21,883 | $677K |
| Smithbridge Asset Management Inc. | 0.10% | Reduce -51.8% | 21,844 | $676K |
| Wilson & Boucher Capital Management, LLC | 0.45% | Reduce -0.9% | 21,790 | $675K |
| Bank of New York Mellon Corp | 0.00% | Reduce -30.3% | 21,746 | $673K |
| Donaldson Capital Management, LLC | 0.02% | Add +25.7% | 21,671 | $671K |
| Heartwood Wealth Advisors LLC | 0.06% | Add +4.9% | 21,409 | $663K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -11.7% | 21,406 | $663K |
| TPG Advisors LLC | 0.41% | Add +2.1% | 21,350 | $661K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +1.3% | 21,239 | $658K |
| JBR Co Financial Management Inc | 0.27% | No change | 21,821 | $656K |
| Aspen Investment Management Inc | 0.20% | Reduce -1.8% | 21,202 | $656K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.7% | 21,168 | $655K |
| Cooksen Wealth, LLC | 0.47% | Reduce -3.4% | 21,000 | $650K |
| Vicus Capital | 0.05% | Reduce -0.5% | 20,841 | $645K |
| Red Reef Advisors LLC | 0.67% | Add +5.0% | 20,569 | $637K |
| Pinkerton Wealth, LLC | 0.06% | No change | 21,166 | $636K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.1% | 20,517 | $635K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.2% | 20,451 | $633K |
| Arkos Global Advisors | 0.08% | Reduce -2.0% | 20,396 | $631K |
| CMH Wealth Management LLC | 0.11% | New | 20,115 | $623K |
| Mission Creek Capital Partners, Inc. | 0.12% | Add +105.7% | 22,890 | $623K |
| Atlantic Union Bankshares Corp | 0.01% | Add +4.4% | 20,053 | $621K |
| Harfst & Associates, Inc. | 0.11% | Reduce -5.6% | 19,966 | $618K |
| Caprock Group, LLC | 0.01% | Reduce -7.4% | 19,964 | $618K |
| GeoWealth Management, LLC | 0.02% | New | 19,937 | $617K |
| Townsend Asset Management Corp. /NC/ | 0.22% | Reduce -24.6% | 19,921 | $617K |
| Continuum Wealth Advisors, LLC | 0.26% | Reduce -2.6% | 19,849 | $615K |
| KPP Advisory Services LLC | 0.09% | Reduce -2.3% | 19,556 | $605K |
| Tranquility Partners, LLC | 0.23% | No change | 19,522 | $604K |
| Evernest Financial Advisors, LLC | 0.13% | Reduce -14.0% | 17,912 | $604K |
| Renaissance Technologies | 0.00% | New | 19,500 | $604K |
| Diligent Investors, LLC | 0.15% | No change | 19,411 | $601K |
| Visionary Horizons, LLC | 0.30% | Add +18.4% | 19,408 | $601K |
| Midwest Trust Co | 0.01% | No change | 19,304 | $598K |
| Watershed Private Wealth LLC | 0.19% | No change | 19,217 | $595K |
| Mutual Advisors, LLC | 0.01% | Reduce -38.5% | 19,164 | $593K |
| Contravisory Investment Management, Inc. | 0.12% | Reduce -20.4% | 19,012 | $589K |
| Ruggaard & Associates LLC | 0.23% | Reduce -1.0% | 19,011 | $589K |
| Stordahl Capital Management, Inc. | 0.12% | No change | 19,007 | $588K |
| Asset Planning Services Inc. /La/ | 0.26% | Add +0.5% | 18,946 | $587K |
| LifePlan Financial, LLC | 0.43% | Reduce -6.1% | 18,946 | $587K |
| Haverford Trust Co | 0.01% | Reduce -3.5% | 18,795 | $582K |
| Smart Portfolios, LLC | 0.58% | Reduce -0.4% | 18,760 | $581K |
| WLTH Capital Management, LLC | 0.46% | Reduce -0.0% | 18,751 | $581K |
| Principal Securities, Inc. | 0.01% | Reduce -3.7% | 18,533 | $574K |
| Vestment Financial LLC | 0.27% | Reduce -5.9% | 16,841 | $571K |
| Pachira Investments Inc. | 0.27% | Add +0.3% | 18,336 | $568K |
| Twele Capital Management, Inc. | 0.10% | Reduce -1.6% | 18,318 | $567K |
| Park Capital Management, LLC / WI | 0.55% | Add +3.2% | 18,087 | $560K |
| Compass Ion Advisors, LLC | 0.05% | Add +3.5% | 18,023 | $558K |
| Mirador Capital Partners LP | 0.08% | Add +6.2% | 17,678 | $547K |
| Cozad Asset Management Inc. | 0.04% | Reduce -11.6% | 17,677 | $547K |
| Mendel Capital Management LLC | 0.27% | — | 17,538 | $543K |
| Flavin Financial Services, Inc. | 0.36% | Add +8.5% | 17,485 | $541K |
| Parkshore Wealth Management, Inc. | 0.18% | Reduce -10.3% | 17,260 | $534K |
| Selective Wealth Management, Inc. | 0.16% | Add +22.0% | 16,020 | $534K |
| Level Four Advisory Services, LLC | 0.02% | Add +4.8% | 17,186 | $532K |
| Heritage Trust Co | 0.05% | No change | 17,100 | $529K |
| Continuum Advisory, LLC | 0.05% | Add +3.0% | 16,968 | $525K |
| Financial Concepts Unlimited, Inc. | 0.47% | — | 16,961 | $525K |
| Perissos Private Wealth Management, LLC | 0.45% | Add +0.1% | 16,902 | $523K |
| PFG Investments, LLC | 0.02% | Reduce -18.8% | 16,873 | $522K |
| Motive Wealth Advisors | 0.24% | Reduce -0.8% | 16,854 | $522K |
| MADDEN SECURITIES Corp | 0.16% | Reduce -1.3% | 16,846 | $522K |
| CWC Advisors, LLC. | 0.25% | Reduce -8.6% | 16,838 | $521K |
| Front Row Advisors LLC | 0.17% | No change | 16,684 | $517K |
| International Private Wealth Advisors LLC | 0.32% | No change | 16,662 | $516K |
| Castle Wealth Management LLC | 0.17% | No change | 16,485 | $510K |
| Genesee Capital Advisors, LLC | 0.21% | Add +0.3% | 16,422 | $508K |
| Relyea Zuckerberg Hanson LLC | 0.05% | No change | 16,264 | $504K |
| Pinnacle Bancorp, Inc. | 0.15% | Reduce -2.4% | 16,123 | $499K |
| GDS Wealth Management | 0.03% | New | 16,006 | $496K |
| Essential Partners LLC | 0.16% | Add +0.2% | 15,648 | $484K |
| Continental Investors Services, Inc. | 0.45% | Reduce -0.3% | 13,815 | $481K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -1.3% | 15,406 | $477K |
| Millennium Capital Advisors, LLC | 0.29% | No change | 15,219 | $471K |
| World Investment Advisors | 0.01% | Reduce -0.3% | 15,212 | $471K |
| Private Trust Co. NA | 0.04% | No change | 15,106 | $468K |
| Bantamac Capital, LLC | 0.34% | No change | 15,000 | $464K |
| Amara Financial, Llc. | 0.32% | New | 14,999 | $464K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -0.8% | 14,909 | $462K |
| Mission Wealth Management, LP | 0.01% | Add +0.2% | 14,881 | $461K |
| Whelan Financial | 0.14% | Reduce -2.3% | 14,639 | $453K |
| Plancorp, LLC | 0.01% | Add +0.0% | 13,949 | $452K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +25.1% | 14,476 | $448K |
| Ritholtz Wealth Management | 0.01% | Add +0.7% | 14,297 | $443K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +6.0% | 14,159 | $438K |
| Scotia Capital Inc. | 0.00% | Add +14.0% | 14,118 | $437K |
| Aspiriant, LLC | 0.01% | No change | 14,067 | $436K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -7.0% | 13,943 | $432K |
| Spire Wealth Management | 0.01% | Reduce -18.4% | 13,912 | $431K |
| Berger Financial Group, Inc | 0.02% | Reduce -12.2% | 13,881 | $430K |
| D.B. Root & Company, LLC | 0.10% | Add +34.7% | 13,841 | $429K |
| Raffa Wealth Management, LLC | 0.07% | Add +0.3% | 13,797 | $427K |
| VestGen Advisors, LLC | 0.01% | Add +3.0% | 12,310 | $425K |
| Aspire Capital Advisors LLC | 0.10% | Reduce -2.1% | 13,665 | $423K |
| WASHINGTON TRUST Co | 0.01% | New | 13,520 | $419K |
| Meridian Financial Advisors, LLC | 0.23% | Reduce -3.3% | 13,378 | $414K |
| Falcon Wealth Planning | 0.03% | Add +0.9% | 13,284 | $411K |
| Goldstein Advisors, LLC | 0.04% | No change | 13,043 | $404K |
| Jane Street Group, LLC | 0.00% | New | 13,040 | $404K |
| Balance Wealth Partners LLC | 0.13% | Reduce -1.3% | 13,034 | $404K |
| Bank of Montreal | 0.00% | Add +14.4% | 13,003 | $403K |
| Patrick M Sweeney & Associates, Inc. | 0.26% | Add +1.8% | 12,957 | $401K |
| Opus Financial Solutions LLC | 0.38% | No change | 12,920 | $400K |
| Firestone Capital Management | 0.08% | Add +0.2% | 12,907 | $400K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -93.5% | 12,783 | $396K |
| Resurgent Financial Advisors LLC | 0.14% | Reduce -15.8% | 12,760 | $395K |
| Kagan Cocozza Asset Management | 0.28% | New | 12,732 | $394K |
| Curtis Advisory Group, LLC | 0.08% | Reduce -6.2% | 12,653 | $392K |
| Tilia Fiduciary Partners, Inc. | 0.22% | Add +0.1% | 12,647 | $392K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +12.8% | 12,597 | $390K |
| Mitchell Capital Management Co. | 0.07% | Add +1.1% | 12,573 | $389K |
| MBE Wealth Management, LLC | 0.16% | Reduce -6.2% | 12,415 | $384K |
| Cambient Family Office, LLC | 0.05% | No change | 12,414 | $384K |
| First Manhattan Co. Llc. | 0.00% | New | 12,409 | $384K |
| NWF Advisory Services Inc. | 0.04% | Add +10.5% | 12,370 | $383K |
| Parsons Capital Management Inc. | 0.02% | Reduce -0.0% | 12,364 | $383K |
| Kaizen Financial Strategies | 0.16% | Add +0.3% | 11,510 | $382K |
| NewEdge Wealth, LLC | 0.00% | Reduce -2.0% | 12,336 | $382K |
| Kiley Juergens Wealth Management, LLC | 0.07% | Add +4.8% | 12,293 | $381K |
| SVRN Asset Management, LLC | 0.37% | No change | 12,279 | $380K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -2.0% | 12,272 | $380K |
| Enclave Advisors LLC | 0.05% | No change | 12,177 | $377K |
| Harbour Investment Management LLC | 0.20% | No change | 12,164 | $377K |
| RBA Wealth Management, LLC | 0.14% | Reduce -12.5% | 12,134 | $376K |
| TSG Advice Partners, LLC | 0.06% | Reduce -0.1% | 12,096 | $374K |
| Fingerlakes Wealth Management, Inc. | 0.25% | Add +0.2% | 12,032 | $373K |
| Raub Brock Capital Management LP | 0.09% | Add +0.3% | 11,997 | $371K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -9.6% | 11,974 | $371K |
| Chapman Financial Group, LLC | 0.27% | Reduce -28.5% | 11,973 | $371K |
| Busey Bank | 0.01% | No change | 11,952 | $370K |
| CIBC Bancorp USA Inc. | 0.00% | — | 11,890 | $368K |
| Armbruster Capital Management, Inc. | 0.06% | Reduce -1.3% | 11,845 | $367K |
| Prestige Wealth Management Group LLC | 0.07% | No change | 11,737 | $363K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 11,735 | $363K |
| Oakwell Private Wealth Management, LLC | 0.06% | Reduce -35.5% | 11,655 | $361K |
| Eaton Financial Holdings Company, LLC | 0.12% | Reduce -24.7% | 11,634 | $360K |
| First National Bank of Omaha | 0.01% | No change | 12,000 | $360K |
| Keystone Wealth Services, LLC | 0.08% | Add +0.0% | 11,538 | $357K |
| American Financial Advisors, LLC | 0.05% | Add +2.6% | 11,364 | $352K |
| Clarity Wealth Advisors, LLC | 0.07% | No change | 11,348 | $351K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -3.5% | 11,323 | $351K |
| Elmwood Wealth Management, Inc. | 0.10% | Reduce -1.6% | 11,266 | $349K |
| Fort Vancouver Investment Management, LLC | 0.18% | No change | 11,173 | $346K |
| Northern Trust Corp. | 0.00% | Reduce -24.6% | 11,160 | $346K |
| Bison Wealth, LLC | 0.03% | New | 10,013 | $345K |
| Highland Capital Management, LLC | 0.02% | No change | 11,090 | $343K |
| Keystone Financial Services, LLC | 0.23% | Add +0.1% | 11,066 | $343K |
| Praetorian Wealth Management, Inc. | 0.06% | Reduce -10.8% | 10,281 | $334K |
| Dickmeyer Boyce Financial Management, Inc. | 0.20% | — | 10,744 | $333K |
| Berkeley, Inc | 0.11% | Reduce -3.1% | 10,636 | $329K |
| Altus Wealth Group LLC | 0.13% | Reduce -1.6% | 10,588 | $328K |
| Paulson Wealth Management Inc. | 0.08% | Reduce -2.1% | 10,557 | $327K |
| Romano Brothers and Company | 0.04% | No change | 10,495 | $325K |
| SeaBridge Investment Advisors LLC | 0.05% | No change | 10,380 | $321K |
| Old National Bancorp | 0.01% | No change | 10,308 | $319K |
| Advyzon Investment Management, LLC | 0.03% | Reduce -9.2% | 10,257 | $318K |
| Guardian Wealth Advisors, LLC | 0.18% | Reduce -9.9% | 10,184 | $315K |
| Next Capital Management LLC | 0.10% | Add +0.1% | 10,176 | $315K |
| HUB Investment Partners, LLC | 0.01% | Reduce -4.9% | 10,080 | $312K |
| XY Planning Network, Inc. | 0.05% | Reduce -0.2% | 9,885 | $309K |
| Colonial Trust Advisors | 0.02% | No change | 9,910 | $307K |
| Advisor OS, LLC | 0.02% | Reduce -2.5% | 9,910 | $307K |
| Global Assets Advisory, LLC | 0.09% | New | 9,981 | $306K |
| True Freedom Investing, LLC | 0.02% | Add +43.2% | 9,849 | $305K |
| Ascension Capital Advisors, Inc. | 0.10% | No change | 9,810 | $304K |
| Simon Quick Advisors, LLC | 0.01% | Add +0.0% | 9,801 | $303K |
| Hamilton Capital, LLC | 0.02% | Reduce -1.2% | 9,768 | $302K |
| Neuberger Berman Group LLC | 0.00% | New | 9,750 | $302K |
| Everstar Asset Management, LLC | 0.16% | No change | 9,654 | $299K |
| Caldwell Trust Co | 0.03% | No change | 9,645 | $299K |
| Old Port Advisors | 0.07% | Reduce -0.5% | 9,576 | $296K |
| KMT Wealth Management, LLC | 0.16% | New | 9,559 | $296K |
| Apeiron RIA LLC | 0.07% | No change | 9,538 | $295K |
| Diversified Trust Co. | 0.01% | No change | 9,481 | $294K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +0.1% | 9,480 | $294K |
| Perryman Financial Advisory Inc. | 0.04% | Reduce -2.7% | 9,459 | $293K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 9,418 | $292K |
| Strategic Investment Solutions, Inc. | 0.07% | Add +0.1% | 9,342 | $289K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -3.6% | 9,339 | $289K |
| Wetzel Investment Advisors, Inc. | 0.12% | No change | 9,331 | $289K |
| FSM Wealth Advisors, LLC | 0.04% | No change | 9,282 | $287K |
| Awm Capital, LLC | 0.03% | Add +0.0% | 9,270 | $287K |
| Albion Financial Group | 0.02% | Reduce -0.5% | 9,264 | $287K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -46.6% | 9,225 | $286K |
| Beck Mack & Oliver LLC | 0.01% | No change | 9,167 | $284K |
| Ancora Advisors LLC | 0.01% | Reduce -5.3% | 9,102 | $282K |
| Canvas Wealth Advisors, LLC | 0.05% | Add +35.9% | 9,095 | $282K |
| Citadel Advisors | 0.00% | Reduce -11.9% | 9,078 | $281K |
| Novare Capital Management LLC | 0.02% | Reduce -72.8% | 9,055 | $280K |
| Empower Advisory Group, LLC | 0.00% | Add +21.6% | 9,029 | $280K |
| First National Bank of Mount Dora, Trust Investment Services | 0.06% | No change | 9,000 | $279K |
| Fca Corp. | 0.08% | Reduce -4.7% | 8,963 | $278K |
| Xxi Wealth, LLC | 0.16% | No change | 8,916 | $276K |
| Meriwether Wealth & Planning, LLC | 0.15% | Add +3.3% | 8,872 | $275K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.1% | 8,835 | $274K |
| Clarity Capital Advisors, LLC | 0.13% | Add +0.3% | 8,828 | $273K |
| RMG Wealth Management LLC | 0.03% | Add +132.8% | 7,843 | $273K |
| Sherman Asset Management, Inc. | 0.25% | No change | 8,784 | $272K |
| Bullock Wealth Management Group | 0.14% | Add +3.9% | 8,632 | $270K |
| Tandem Investment Partners LLC | 0.23% | Add +5.8% | 8,703 | $269K |
| Mgo One Seven LLC | 0.01% | Reduce -0.0% | 8,677 | $269K |
| Independent Financial Group, LLC | 0.01% | Reduce -3.0% | 8,676 | $269K |
| Headinvest, LLC | 0.05% | Reduce -6.0% | 8,634 | $267K |
| Horst & Graben Wealth Management LLC | 0.04% | No change | 7,903 | $267K |
| Robbins Farley | 0.12% | Add +7.6% | 8,535 | $264K |
| Clayton Financial Group LLC | 0.14% | Add +0.2% | 8,526 | $264K |
| American Trust | 0.02% | Add +9.9% | 8,514 | $264K |
| Directional Asset Management | 0.24% | Add +0.9% | 8,498 | $263K |
| Triton Wealth Management, PLLC | 0.10% | Reduce -18.0% | 8,352 | $262K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 8,303 | $257K |
| Kelleher Financial Advisors | 0.06% | No change | 8,175 | $253K |
| Zacks Investment Management | 0.00% | Add +0.2% | 8,068 | $250K |
| Robinswood Financial LLC | 0.08% | Add +25.8% | 8,048 | $249K |
| Avion Wealth | 0.05% | No change | 8,046 | $249K |
| Barnett & Company, Inc. | 0.19% | Reduce -4.5% | 8,004 | $248K |
| SLT Holdings LLC | 0.18% | Reduce -26.2% | 8,000 | $248K |
| BIP Wealth, LLC | 0.01% | Reduce -11.7% | 7,992 | $247K |
| Manning & Napier Advisors LLC | 0.00% | No change | 7,980 | $247K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.2% | 7,909 | $245K |
| Family Manage LLC | 0.03% | No change | 7,896 | $244K |
| First National Trust Co | 0.01% | No change | 7,893 | $244K |
| American Financial & Tax Strategies Inc. | 0.12% | Reduce -1.9% | 7,884 | $244K |
| One Day In July LLC | 0.02% | No change | 7,875 | $244K |
| MOR Wealth Management, LLC | 0.11% | Add +4.7% | 7,857 | $243K |
| Appleton Partners Inc. | 0.02% | No change | 7,844 | $243K |
| Balboa Wealth Partners | 0.04% | New | 7,840 | $243K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 8,064 | $242K |
| Princeton Global Asset Management LLC | 0.04% | Reduce -77.4% | 7,756 | $240K |
| Heirloom Wealth Management | 0.04% | No change | 7,748 | $240K |
| Stephens Inc. | 0.00% | Add +0.0% | 7,694 | $238K |
| LCNB Corp. | 0.08% | No change | 7,680 | $238K |
| Moors & Cabot, Inc. | 0.01% | Add +0.0% | 7,621 | $236K |
| Sun Financial Inc | 0.12% | Reduce -1.2% | 6,828 | $236K |
| Verdence Capital Advisors LLC | 0.01% | Add +1.6% | 7,555 | $234K |
| Motco | 0.02% | Reduce -34.8% | 7,528 | $233K |
| Osprey Private Wealth LLC | 0.07% | No change | 7,503 | $232K |
| Financial Management Network Inc. | 0.04% | Add +0.3% | 7,125 | $231K |
| Lodestone Wealth Management LLC | 0.09% | Add +68.5% | 7,445 | $231K |
| Charles Schwab Trust Co | 0.01% | No change | 7,428 | $230K |
| Keybank National Association | 0.00% | Add +2.2% | 7,420 | $230K |
| Forum Financial Management, LP | 0.00% | Add +0.2% | 7,411 | $229K |
| Act Wealth Management, LLC | 0.08% | New | 7,365 | $228K |
| Peterson Wealth Management | 0.13% | Add +0.3% | 7,338 | $227K |
| Evercore Wealth Management, LLC | 0.00% | No change | 7,317 | $227K |
| Human Investing LLC | 0.03% | Add +4.6% | 7,216 | $223K |
| Marietta Investment Partners LLC | 0.04% | Reduce -9.1% | 7,192 | $223K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -9.7% | 7,184 | $222K |
| Aull & Monroe Investment Management Corp | 0.10% | Add +1.6% | 7,163 | $222K |
| Financial Designs Corp | 0.12% | New | 7,116 | $220K |
| Optima Capital LLC | 0.10% | No change | 7,104 | $220K |
| Westco Advisory Services Inc. | 0.14% | Add +3.1% | 7,097 | $220K |
| Revisor Wealth Management LLC | 0.06% | Add +6.6% | 7,080 | $219K |
| Topsail Wealth Management, LLC | 0.03% | No change | 7,079 | $219K |
| Legacy Financial Strategies, LLC | 0.04% | Add +4.8% | 7,021 | $217K |
| HT Partners LLC | 0.07% | Reduce -0.2% | 6,993 | $217K |
| Hartline Investment Corp./ | 0.02% | Reduce -0.0% | 6,958 | $215K |
| Rock Point Advisors, LLC | 0.06% | Reduce -1.1% | 6,923 | $214K |
| SouthState Bank Corp | 0.01% | Add +4.8% | 6,900 | $214K |
| Capital Investment Counsel, LLC | 0.03% | Add +0.1% | 6,881 | $213K |
| Wealthgarden F.S. LLC | 0.15% | No change | 6,873 | $213K |
| Glaxis Capital Management, LLC | 0.27% | No change | 6,864 | $213K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +0.4% | 6,852 | $212K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 6,843 | $212K |
| Pitcairn Wealth Advisors LLC | 0.02% | Reduce -0.0% | 7,027 | $211K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.1% | 6,782 | $210K |
| Procyon Advisors, LLC | 0.01% | No change | 6,773 | $210K |
| Winnacle Wealth LLC | 0.16% | Add +3133.7% | 6,726 | $208K |
| Gambit Capital Management, LLC | 0.15% | Reduce -79.6% | 6,690 | $207K |
| Fortis Group Advisors, LLC | 0.03% | New | 6,100 | $207K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -0.5% | 6,643 | $206K |
| Montag A & Associates Inc. | 0.01% | No change | 6,642 | $206K |
| Canandaigua National Corp. | 0.02% | — | 6,630 | $205K |
| CJM Wealth Advisers, Ltd. | 0.06% | New | 6,618 | $205K |
| Inman Jager Wealth Management, LLC | 0.12% | New | 6,577 | $204K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 6,554 | $203K |
| TruNorth Capital Management, LLC | 0.04% | New | 6,513 | $202K |
| Tectonic Advisors LLC | 0.01% | New | 6,494 | $201K |
| Portus Wealth Advisors, LLC | 0.19% | Reduce -22.0% | 6,418 | $199K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -98.1% | 6,391 | $198K |
| CoreCap Advisors, LLC | 0.01% | Add +13.2% | 6,423 | $197K |
| Pflug Koory, LLC | 0.09% | Add +0.2% | 6,210 | $192K |
| Ballast Advisors LLC | 0.06% | Reduce -8.3% | 6,124 | $190K |
| Global Wealth Strategies & Associates | 0.05% | Reduce -42.2% | 5,968 | $185K |
| Capital Analysts, LLC | 0.00% | No change | 5,640 | $176K |
| SHP Wealth Management | 0.01% | Add +0.2% | 5,601 | $173K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 5,426 | $168K |
| Vanguard Advisers Inc. | 0.00% | — | 5,271 | $163K |
| Fairman Group, LLC | 0.14% | Add +4.9% | 5,181 | $160K |
| NWK Group, Inc. | 0.06% | Add +3.7% | 5,137 | $159K |
| Bank of New Hampshire | 0.04% | No change | 5,115 | $158K |
| Key Financial Inc | 0.03% | No change | 5,077 | $157K |
| Wellington-Altus USA Inc. | 0.09% | No change | 4,065 | $150K |
| Davis Capital Management | 0.10% | Reduce -4.9% | 4,614 | $143K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | Reduce -0.1% | 4,593 | $142K |
| Glenmede Trust Co. NA | 0.00% | Reduce -5.3% | 4,468 | $138K |
| Johnson Financial Group, Inc. | 0.01% | No change | 4,434 | $137K |
| Coastline Trust Co | 0.01% | New | 4,315 | $134K |
| Signaturefd, LLC | 0.00% | No change | 4,247 | $131K |
| Evolution Advisers, Inc. | 0.05% | No change | 4,191 | $129K |
| Bokf, NA | 0.00% | No change | 4,149 | $128K |
| MJT & Associates Financial Advisory Group, Inc. | 0.09% | No change | 3,960 | $123K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 3,900 | $121K |
| Strategic Advisory Partners, LLC | 0.09% | New | 3,893 | $121K |
| Root Financial Partners, LLC | 0.01% | Add +30.8% | 3,862 | $120K |
| Assetmark, Inc. | 0.00% | Reduce -1.7% | 3,845 | $119K |
| Richards, Merrill & Peterson, Inc. | 0.04% | No change | 3,815 | $118K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 3,768 | $117K |
| SYM FINANCIAL Corp | 0.01% | Reduce -4.2% | 3,679 | $114K |
| Blue Trust, Inc. | 0.00% | Add +14.8% | 3,621 | $112K |
| Smartleaf Asset Management LLC | 0.00% | Add +4373.4% | 3,534 | $106K |
| Golden State Wealth Management, LLC | 0.01% | Add +24.1% | 3,415 | $106K |
| Operose Advisors LLC | 0.02% | Add +0.2% | 3,316 | $103K |
| Founders Financial Alliance, LLC | 0.02% | New | 3,027 | $94K |
| Arlington Trust Co LLC | 0.01% | No change | 3,000 | $93K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -15.1% | 2,969 | $92K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -4.4% | 2,904 | $90K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 2,880 | $89K |
| First Community Trust NA | 0.07% | Reduce -18.3% | 2,859 | $89K |
| Fairway Wealth LLC | 0.02% | New | 2,815 | $87K |
| Bulwark Capital Corp | 0.05% | Reduce -0.6% | 2,683 | $83K |
| Hurley Capital, LLC | 0.04% | Reduce -1.7% | 2,610 | $81K |
| Breakwater Investment Management | 0.03% | No change | 2,550 | $79K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,530 | $78K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,400 | $74K |
| Oakworth Capital, Inc. | 0.00% | No change | 2,322 | $72K |
| Acumen Wealth Advisors, LLC | 0.02% | No change | 2,298 | $71K |
| Qube Research & Technologies Ltd | 0.00% | Add +2258.9% | 2,241 | $69K |
| UMB Bank, n.a. | 0.00% | Add +68.0% | 2,223 | $69K |
| Hickory Point Bank & Trust | 0.04% | New | 2,145 | $66K |
| Hantz Financial Services, Inc. | 0.00% | New | 2,132 | $66K |
| Palouse Capital Management, Inc. | 0.04% | Reduce -1.6% | 2,107 | $65K |
| Millstone Evans Group, LLC | 0.04% | No change | 2,004 | $62K |
| Gilpin Wealth Management, LLC | 0.05% | Add +5.3% | 2,000 | $62K |
| Morris Financial Concepts, Inc. | 0.02% | Reduce -16.2% | 1,899 | $59K |
| Frankly Finances, LLC | 0.05% | No change | 1,890 | $59K |
| True Link Financial Advisors, LLC | 0.00% | New | 1,855 | $57K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +0.3% | 1,855 | $57K |
| Webster Bank, N. A. | 0.01% | No change | 1,780 | $55K |
| Citigroup Inc. | 0.00% | Add +21.4% | 1,762 | $55K |
| Ascentis Independent Advisors | 0.00% | New | 1,710 | $53K |
| Private Wealth Asset Management, LLC | 0.01% | Add +204.1% | 1,700 | $53K |
| Finley Financial, LLC | 0.02% | No change | 1,668 | $52K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 1,650 | $51K |
| North Star Investment Management Corp. | 0.00% | Add +0.3% | 1,607 | $50K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 1,560 | $48K |
| Tidemark, LLC | 0.01% | New | 1,476 | $46K |
| DecisionPoint Financial, LLC | 0.01% | Add +0.2% | 1,426 | $44K |
| Manchester Capital Management LLC | 0.01% | No change | 1,391 | $43K |
| Investors Research Corp | 0.01% | Reduce -34.0% | 1,391 | $43K |
| Coston, McIsaac & Partners | 0.01% | Reduce -12.1% | 1,399 | $43K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,377 | $43K |
| Roxbury Financial LLC | 0.04% | Reduce -1.8% | 1,350 | $42K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,348 | $42K |
| Creative Capital Management Investments LLC | 0.01% | No change | 1,337 | $41K |
| Glassman Wealth Services | 0.01% | Add +0.3% | 1,306 | $40K |
| Tradewinds Capital Management, LLC | 0.01% | Add +189.1% | 1,301 | $40K |
| International Assets Investment Management, LLC | 0.00% | No change | 1,205 | $38K |
| Cordant, Inc. | 0.01% | No change | 1,089 | $34K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 1,084 | $34K |
| Kingdom Financial Group LLC. | 0.01% | Add +6.3% | 1,084 | $34K |
| Archer Investment Corp | 0.01% | Add +266.9% | 1,075 | $33K |
| Providence Capital Advisors, LLC | 0.01% | Reduce -16.6% | 1,073 | $33K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,050 | $33K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +180.2% | 1,017 | $31K |
| Basepoint Wealth LLC | 0.02% | Reduce -50.9% | 951 | $29K |
| Godsey & Gibb, Inc. | 0.00% | New | 923 | $29K |
| Evergreen Advisors, LLC | 0.01% | New | 922 | $29K |
| Addison Advisors LLC | 0.01% | Add +1.7% | 897 | $28K |
| Atwood & Palmer Inc. | 0.00% | Add +0.2% | 895 | $28K |
| Lanark Financial, Inc. | 0.00% | Add +7.3% | 808 | $25K |
| Rothschild Investment LLC | 0.00% | Add +0.3% | 789 | $24K |
| Rossby Financial, LCC | 0.01% | Add +2120.0% | 777 | $24K |
| Comprehensive Financial Planning, Inc. | 0.02% | New | 779 | $24K |
| CENTRAL TRUST Co | 0.00% | No change | 725 | $22K |
| Clearstead Trust, LLC | 0.00% | No change | 723 | $22K |
| MidFirst Bank | 0.00% | New | 703 | $22K |
| Nalls Sherbakoff Group, LLC | 0.02% | Add +0.3% | 695 | $22K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 651 | $20K |
| Main Street Group, LTD | 0.01% | New | 642 | $20K |
| TD Waterhouse Canada Inc. | 0.00% | New | 600 | $19K |
| TopTier Wealth Management, LLC | 0.01% | New | 602 | $19K |
| Hollencrest Capital Management | 0.00% | No change | 591 | $18K |
| Angeles Wealth Management, LLC | 0.00% | No change | 559 | $17K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 540 | $17K |
| Grey Ledge Advisors, LLC | 0.00% | Reduce -22.3% | 510 | $16K |
| JDM Financial Group LLC | 0.01% | No change | 480 | $15K |
| 1 North Wealth Services LLC | 0.01% | New | 475 | $15K |
| Dagco, Inc. | 0.00% | No change | 456 | $14K |
| St Germain D J Co. Inc. | 0.00% | No change | 450 | $14K |
| National Bank of Canada | 0.00% | No change | 450 | $14K |
| Brown Brothers Harriman & Co. | 0.00% | New | 448 | $14K |
| Synergy Investment Management, LLC | 0.00% | New | 426 | $13K |
| Dunhill Financial, LLC | 0.00% | No change | 411 | $13K |
| 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 | $12K |
| Legacy Wealth Managment, LLC | 0.01% | New | 375 | $12K |
| Horrell Capital Management, Inc. | 0.01% | No change | 360 | $11K |
| RHL Group, LLC | 0.01% | New | 356 | $11K |
| Peachtree Investment Partners, LLC | 0.00% | Add +56.8% | 345 | $11K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 340 | $11K |
| Triumph Capital Management | 0.00% | Add +0.3% | 332 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 309 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 300 | $9K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -88.2% | 294 | $9K |
| Destiny Wealth Partners, LLC | 0.00% | New | 293 | $9K |
| Colonial Trust Co / SC | 0.00% | No change | 285 | $9K |
| Sound Income Strategies, LLC | 0.00% | Reduce -53.7% | 282 | $9K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 273 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 262 | $8K |
| REAP Financial Group, LLC | 0.00% | Reduce -64.2% | 255 | $8K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.4% | 244 | $8K |
| Atlantic Private Wealth, LLC | 0.00% | Add +0.5% | 220 | $7K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 225 | $7K |
| Bellevue Asset Management, LLC | 0.00% | No change | 204 | $6K |
| Heritage Wealth Advisors | 0.00% | Add +0.5% | 200 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.6% | 163 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 174 | $5K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 141 | $4K |
| Barnes Dennig Private Wealth Management LLC | 0.00% | New | 140 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 132 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | Add +28.3% | 127 | $4K |
| Towne Trust Company, N.A | 0.00% | No change | 126 | $4K |
| Cheviot Value Management, LLC | 0.00% | No change | 108 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 102 | $3K |
| Integrity Financial Corp | 0.00% | No change | 100 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 95 | $3K |
| Simplex Trading, LLC | 0.00% | New | 82 | $3K |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | No change | 76 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 73 | $2K |
| Evolution Wealth Management Inc. | 0.00% | No change | 72 | $2K |
| Graney & King, LLC | 0.00% | No change | 66 | $2K |
| Hanson & Doremus Investment Management | 0.00% | No change | 54 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 57 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | Reduce -5.5% | 52 | $2K |
| Pacific Center for Financial Services | 0.00% | New | 36 | $1K |
| Networth Advisors, LLC | 0.00% | No change | 36 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 36 | $1K |
| Talon Private Wealth, LLC | 0.00% | — | 35 | $1K |
| Advisortrust Partners, LLC | 0.00% | New | 31 | $962 |
| MBM Wealth Consultants, LLC | 0.00% | New | 21 | $650 |
| Trust Co | 0.00% | Add +33.3% | 16 | $495 |
| Blueline Advisors LLC | 0.00% | No change | 15 | $475 |
| Quent Capital, LLC | 0.00% | New | 15 | $464 |
| Abound Wealth Management | 0.00% | No change | 6 | $181 |
| Howe & Rusling Inc. | 0.00% | New | 5 | $156 |
"% 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.