Schwab Short-Term US TreasSCHOETF
13F holders, Q1 2025 (March 31)642holders +8
67new positions
51sold out
2famous investors
$24.37avg. 13F price*
At the end of Q1 2025, 642 institutions reported holding Schwab Short-Term US Treas (SCHO) in their 13F filings, up 8 from Q4 2024. 67 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($2.6B), Ameriprise Financial Inc. ($531.9M) and JPMorgan Chase & Co. ($522.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab Short-Term US Treas
- CUSIP
- 808524862
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $64.1M |
| Exits | 51 | $26.2M |
All 13F filers, Q4 2024 → Q1 2025: 17,175,343 shares bought and 60,009,991 shares sold, net −42,834,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 642 holders
| Bank of America Corp. | 0.23% | Reduce -32.4% | 108,280,589 | $2.6B |
| Ameriprise Financial Inc. | 0.14% | Add +2.3% | 21,839,892 | $531.9M |
| JPMorgan Chase & Co. | 0.04% | Add +3.4% | 21,461,902 | $522.4M |
| Sei Investments Co. | 0.52% | Add +1.6% | 16,525,541 | $402.2M |
| Envestnet Asset Management Inc. | 0.06% | Add +6.1% | 7,645,106 | $186.1M |
| Stifel Financial Corp. | 0.16% | Add +3.4% | 6,119,974 | $149.0M |
| Renaissance Technologies | 0.16% | Add +49.5% | 4,378,676 | $106.6M |
| Wealthfront Advisers LLC | 0.26% | Add +4.3% | 3,916,163 | $95.3M |
| LPL Financial LLC | 0.03% | Add +2.6% | 3,450,288 | $84.0M |
| State Street Corp. | 0.00% | No change | 3,100,000 | $75.5M |
| Morgan Stanley | 0.01% | Add +16.2% | 3,043,170 | $74.1M |
| West Coast Financial LLC | 8.43% | Add +23.4% | 3,033,672 | $73.8M |
| MCF Advisors LLC | 4.99% | Reduce -2.7% | 2,849,066 | $69.3M |
| PNC Financial Services Group, Inc. | 0.03% | Add +7.8% | 2,714,600 | $66.1M |
| Clearwater Capital Advisors, LLC | 5.80% | Add +0.7% | 2,465,234 | $60.0M |
| Moisand Fitzgerald Tamayo, LLC | 7.03% | Add +34.7% | 2,086,399 | $50.8M |
| Morningstar Investment Management LLC | 4.08% | Add +4.2% | 1,970,129 | $48.0M |
| Wells Fargo & Company | 0.01% | Add +23.8% | 1,967,220 | $47.9M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -3.1% | 1,922,675 | $46.8M |
| LVW Advisors, LLC | 5.63% | Add +81.5% | 1,920,372 | $46.7M |
| Bangor Savings Bank | 4.15% | Add +8.5% | 1,807,628 | $44.0M |
| United Capital Management of KS, Inc. | 8.27% | Add +4.8% | 1,644,432 | $40.0M |
| TruNorth Capital Management, LLC | 9.95% | Add +3.2% | 1,643,899 | $40.0M |
| Fiduciary Financial Group, LLC | 8.55% | Add +8.6% | 1,616,486 | $39.3M |
| DAVENPORT & Co LLC | 0.21% | Add +29.9% | 1,452,088 | $35.3M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -34.8% | 1,396,302 | $34.0M |
| Brandywine Oak Private Wealth LLC | 3.28% | Reduce -1.2% | 1,374,561 | $33.5M |
| SCS Capital Management LLC | 0.41% | Reduce -37.3% | 1,313,120 | $32.0M |
| High Probability Advisors, LLC | 5.07% | Add +13.2% | 1,247,756 | $30.4M |
| FLC Capital Advisors | 6.66% | Add +3.4% | 1,220,212 | $29.7M |
| Financial Counselors Inc. | 0.44% | Add +4.1% | 1,200,638 | $29.2M |
| Passive Capital Management, LLC. | 9.11% | Add +2.7% | 1,182,104 | $28.8M |
| Leavell Investment Management, Inc. | 1.37% | Add +5.6% | 1,138,258 | $27.7M |
| Cetera Investment Advisers | 0.05% | Add +37.2% | 1,097,789 | $26.7M |
| Stratos Wealth Advisors, LLC | 1.43% | Add +29.6% | 1,072,926 | $26.1M |
| MAI Capital Management | 0.19% | Add +1.8% | 1,037,866 | $25.3M |
| Holcombe Financial, Inc. | 19.60% | Reduce -5.5% | 969,817 | $23.6M |
| Altiora Financial Group, LLC | 4.83% | Reduce -10.0% | 934,244 | $22.7M |
| Inspire Investing, LLC | 2.70% | New | 932,160 | $22.7M |
| Merit Financial Group, LLC | 0.33% | Add +92.2% | 901,340 | $21.9M |
| Avior Wealth Management, LLC | 0.78% | Add +2.3% | 840,128 | $20.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -1.7% | 838,089 | $20.4M |
| UBS Group AG | 0.00% | Add +10.4% | 835,942 | $20.3M |
| MassMutual Private Wealth & Trust, FSB | 0.59% | Add +0.9% | 831,426 | $20.2M |
| Charles Schwab Trust Co | 1.67% | Reduce -1.8% | 820,014 | $20.0M |
| Towneley Capital Management, Inc / DE | 4.64% | Add +3.5% | 814,215 | $19.8M |
| Williams Financial, LLC | 13.60% | Reduce -1.6% | 799,572 | $19.5M |
| Fund Evaluation Group, LLC | 0.81% | No change | 772,924 | $18.8M |
| Courage Miller Partners, LLC | 6.24% | Add +0.5% | 757,138 | $18.4M |
| AdvisorNet Financial, Inc | 1.37% | Add +12.7% | 757,098 | $18.4M |
| Truist Financial Corp. | 0.03% | Reduce -2.7% | 740,339 | $18.0M |
| Nisa Investment Advisors, LLC | 0.09% | Add +528.0% | 737,900 | $18.0M |
| Journey Advisory Group, LLC | 1.39% | Add +157.3% | 698,914 | $17.0M |
| Raymond James Financial Inc. | 0.01% | Add +4.3% | 668,398 | $16.3M |
| Galvin, Gaustad & Stein, LLC | 1.44% | Add +13.8% | 654,199 | $15.9M |
| Assetmark, Inc. | 0.04% | Reduce -36.1% | 652,499 | $15.9M |
| Novem Group | 2.17% | Add +11.5% | 630,719 | $15.4M |
| Resonant Capital Advisors, LLC | 1.06% | Add +5.3% | 623,211 | $15.2M |
| Robinswood Financial LLC | 5.40% | Add +3.4% | 600,109 | $14.6M |
| JPL Wealth Management, LLC | 4.01% | Add +12.2% | 578,166 | $14.1M |
| Marotta Asset Management | 2.76% | Reduce -48.8% | 287,288 | $14.1M |
| Cloud Capital Management, LLC | 9.95% | — | 575,512 | $14.0M |
| MBM Wealth Consultants, LLC | 4.12% | Add +10.0% | 572,719 | $13.9M |
| Townsquare Capital LLC | 0.15% | Add +1.8% | 571,996 | $13.9M |
| Pure Financial Advisors, LLC | 0.29% | Reduce -2.2% | 570,014 | $13.9M |
| World Investment Advisors | 0.36% | Reduce -16.6% | 561,180 | $13.7M |
| Waverly Advisors, LLC | 0.16% | Add +11.6% | 551,182 | $13.4M |
| Avidian Wealth Enterprises, LLC | 0.59% | Add +36.9% | 544,445 | $13.3M |
| Ballast Advisors LLC | 4.19% | Add +1.6% | 539,544 | $13.1M |
| Brown Wealth Management, LLC | 4.49% | Add +1.3% | 536,191 | $13.1M |
| Debussy Capital Management LP | 2.07% | Add +21.5% | 528,647 | $12.9M |
| Main Street Group, LTD | 5.43% | Add +5.7% | 509,144 | $12.4M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 502,764 | $12.2M |
| Black Diamond Financial, LLC | 1.83% | Add +8.7% | 500,455 | $12.2M |
| Northeast Financial Group, Inc. | 4.43% | Add +0.6% | 487,733 | $11.9M |
| Diversify Wealth Management, LLC | 0.84% | Reduce -3.6% | 461,365 | $11.3M |
| WT Wealth Management | 3.62% | Reduce -8.4% | 457,302 | $11.1M |
| Westover Capital Advisors, LLC | 2.45% | Add +10.7% | 453,720 | $11.0M |
| Apella Capital, LLC | 0.38% | Reduce -42.3% | 452,016 | $11.0M |
| Meridian Wealth Partners, LLC | 1.74% | Reduce -0.4% | 447,392 | $10.9M |
| Creative Planning | 0.01% | Reduce -0.9% | 444,142 | $10.8M |
| BlackRock, Inc. | 0.00% | Reduce -24.8% | 410,965 | $10.0M |
| First National Trust Co | 0.39% | Reduce -38.5% | 394,117 | $9.6M |
| Prairiewood Capital, LLC | 3.88% | Add +5.9% | 391,928 | $9.5M |
| Mariner, LLC | 0.02% | Reduce -10.2% | 391,876 | $9.5M |
| Stephens Group Asset Management, LLC | 0.77% | Reduce -50.4% | 390,283 | $9.5M |
| Sims Investment Management, LLC | 4.22% | Add +9.8% | 387,558 | $9.4M |
| Peterson Wealth Advisors, LLC | 1.82% | Add +5.2% | 386,250 | $9.4M |
| Mutual Advisors, LLC | 0.27% | Add +2.9% | 384,034 | $9.4M |
| ZynergyRetirementPlanningLLC | 6.55% | Add +124.4% | 383,699 | $9.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -48.7% | 378,874 | $9.2M |
| Alesco Advisors, LLC, An ESL Co | 0.28% | Add +0.5% | 367,782 | $9.0M |
| Mgo One Seven LLC | 0.35% | Add +9.5% | 366,755 | $8.9M |
| Roundview Capital LLC | 0.64% | Reduce -2.3% | 366,578 | $8.9M |
| Phil A. Younker & Associates, Ltd. | 8.66% | Reduce -7.7% | 361,493 | $8.8M |
| Act Two Investors LLC | 1.86% | Add +101.0% | 359,603 | $8.8M |
| SMI Advisory Services, LLC | 1.92% | Add +16.8% | 349,794 | $8.5M |
| BWM Planning, LLC | 3.57% | Add +11.8% | 346,989 | $8.4M |
| RMR Wealth Builders | 0.86% | Add +38.7% | 337,364 | $8.2M |
| HighTower Advisors, LLC | 0.01% | Add +30.8% | 335,545 | $8.2M |
| Pure Portfolios Holdings LLC | 2.99% | Add +1.8% | 333,975 | $8.1M |
| B. Riley Wealth Advisors, Inc. | 0.24% | Add +7.5% | 327,741 | $8.0M |
| Fifth Third Securities, Inc. | 0.67% | Add +62.0% | 325,853 | $7.9M |
| US Bancorp \de | 0.01% | Add +33.0% | 324,005 | $7.9M |
| Harbour Investments, Inc. | 0.22% | Reduce -16.4% | 319,305 | $7.8M |
| Dakota Wealth Management | 0.18% | Reduce -6.6% | 315,411 | $7.7M |
| Savant Capital, LLC | 0.06% | Reduce -3.7% | 309,344 | $7.5M |
| Abacus Planning Group, Inc. | 1.32% | Reduce -0.1% | 309,119 | $7.5M |
| Rosenberg Matthew Hamilton | 1.88% | Add +9.4% | 307,630 | $7.5M |
| Grove Street Fiduciary, LLC | 3.75% | Reduce -5.4% | 303,860 | $7.4M |
| Dynamic Advisor Solutions LLC | 0.24% | New | 301,980 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +38.2% | 300,416 | $7.3M |
| Evensky & Katz LLC | 0.48% | Reduce -16.8% | 295,455 | $7.2M |
| Farther Finance Advisors, LLC | 0.17% | Reduce -32.5% | 281,247 | $6.8M |
| Dean Investment Associates, LLC | 1.01% | Reduce -12.6% | 280,011 | $6.8M |
| CreativeOne Wealth, LLC | 0.20% | Add +4.6% | 268,329 | $6.5M |
| Curran Financial Partners, LLC | 1.55% | Add +12.1% | 258,951 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Add +6.7% | 258,203 | $6.3M |
| StoneX Group Inc. | 0.34% | Reduce -13.1% | 254,893 | $6.2M |
| Bouchey Financial Group, Ltd. | 0.54% | Add +7.8% | 247,020 | $6.0M |
| Milestone Investment Advisors LLC | 1.66% | Add +93.5% | 245,982 | $6.0M |
| Islay Capital Management, LLC | 4.07% | Add +145.7% | 245,837 | $6.0M |
| Associated Banc-Corp | 0.18% | Reduce -0.5% | 242,289 | $5.9M |
| Integrated Wealth Concepts LLC | 0.07% | Add +4.8% | 240,546 | $5.9M |
| Asset Planning Corporation | 3.41% | Add +10.9% | 237,829 | $5.8M |
| WNY Asset Management, LLC | 0.68% | Add +43.6% | 235,834 | $5.7M |
| Captrust Financial Advisors | 0.01% | Reduce -5.5% | 232,013 | $5.6M |
| Red Tortoise LLC | 2.91% | Add +21.4% | 229,221 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -7.2% | 225,769 | $5.5M |
| Greenline Partners, LLC | 0.76% | Reduce -94.0% | 40,039 | $5.3M |
| Seneca Financial Advisors LLC | 2.50% | Reduce -0.6% | 212,076 | $5.2M |
| Successful Portfolios LLC | 3.40% | Add +1.1% | 205,508 | $5.0M |
| Maltin Wealth Management, Inc. | 2.31% | Add +4.2% | 201,696 | $4.9M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.00% | Reduce -10.5% | 198,714 | $4.8M |
| Roberts Financial Services LLC | 0.92% | Add +0.6% | 194,844 | $4.7M |
| Hamilton Capital, LLC | 0.29% | Add +0.9% | 193,949 | $4.7M |
| Focus Financial Network, Inc. | 0.19% | Add +2.2% | 192,044 | $4.7M |
| Meritage Portfolio Management | 0.31% | Reduce -6.3% | 191,425 | $4.7M |
| Advisor Resource Council | 0.37% | New | 197,327 | $4.6M |
| Independent Solutions Wealth Management, LLC | 1.02% | Add +3.4% | 186,562 | $4.5M |
| Bank of New York Mellon Corp | 0.00% | Add +361.0% | 186,561 | $4.5M |
| Harrington Investments, INC | 2.53% | Reduce -0.5% | 182,680 | $4.4M |
| National Bank of Canada | 0.01% | Add +24291.4% | 182,448 | $4.4M |
| OneAscent Family Office, LLC | 4.10% | Add +0.7% | 181,076 | $4.4M |
| Farrow Financial, Inc. | 2.91% | New | 177,986 | $4.3M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +13.0% | 176,143 | $4.3M |
| Hutchinson Capital Management | 0.81% | Add +5.6% | 173,421 | $4.2M |
| Pasadena Private Wealth, LLC | 0.81% | Reduce -11.8% | 172,604 | $4.2M |
| Commerce Bank | 0.03% | Reduce -2.7% | 170,338 | $4.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Reduce -0.8% | 167,735 | $4.1M |
| GW Henssler & Associates Ltd. | 0.22% | Add +96.2% | 159,348 | $3.9M |
| Christensen, King & Associates Investment Services, Inc. | 1.84% | Add +2.7% | 159,283 | $3.9M |
| Journey Beyond Wealth, LLC | 3.37% | Add +9.3% | 147,957 | $3.6M |
| Sheets Smith Wealth Management | 0.44% | Reduce -2.1% | 146,165 | $3.6M |
| Cornerstone Wealth Advisors, Inc. | 0.98% | Add +29.4% | 145,140 | $3.5M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -1.9% | 144,110 | $3.5M |
| Robinson Smith Wealth Advisors LLC | 2.92% | Add +5.4% | 143,423 | $3.5M |
| Brookstone Capital Management | 0.05% | Add +67.9% | 143,193 | $3.5M |
| Focus Partners Wealth | 0.01% | Add +1.9% | 140,174 | $3.4M |
| MML Investors Services, LLC | 0.01% | Reduce -51.3% | 139,810 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -17.7% | 140,368 | $3.4M |
| DBK Financial Counsel, LLC | 3.33% | Reduce -0.6% | 136,361 | $3.3M |
| Capitolis Liquid Global Markets LLC | 0.03% | New | 134,200 | $3.3M |
| SIMA Wealth Partners, LLC | 2.71% | Add +8.9% | 134,137 | $3.3M |
| Breakwater Investment Management | 1.38% | Add +0.1% | 132,356 | $3.2M |
| C M Bidwell & Associates Ltd. | 1.93% | Add +105.1% | 131,974 | $3.2M |
| Tortoise Investment Management, LLC | 0.33% | Reduce -14.5% | 131,478 | $3.2M |
| ETF Store, Inc. | 3.90% | Add +20.1% | 130,668 | $3.2M |
| Cheviot Value Management, LLC | 0.39% | New | 129,268 | $3.1M |
| Berkshire Asset Management LLC | 0.15% | Add +36.1% | 127,660 | $3.1M |
| WBH Advisory Inc. | 0.29% | Add +2.4% | 126,989 | $3.1M |
| North Forty Two & Co. | 3.39% | Add +3.4% | 125,815 | $3.1M |
| Lowery Thomas, LLC | 2.08% | Reduce -8.1% | 125,033 | $3.0M |
| Bigelow Investment Advisors, LLC | 1.45% | Add +45.8% | 124,979 | $3.0M |
| American Investment Services, Inc. | 0.53% | Add +5.0% | 124,108 | $3.0M |
| NewEdge Advisors, LLC | 0.02% | Add +109.0% | 122,860 | $3.0M |
| Allworth Financial LP | 0.02% | Reduce -19.8% | 120,752 | $2.9M |
| Calton & Associates, Inc. | 0.66% | Add +194.6% | 119,571 | $2.9M |
| Walkner Condon Financial Advisors LLC | 0.59% | Reduce -5.9% | 119,466 | $2.9M |
| Innovative Wealth Building LLC | 2.61% | Reduce -11.2% | 116,287 | $2.8M |
| Lifeworks Advisors, LLC | 0.47% | Add +8.0% | 115,083 | $2.8M |
| Ahl Investment Management, Inc. | 1.89% | Reduce -5.0% | 112,451 | $2.7M |
| GLOBALT Investments LLC / GA | 0.11% | Reduce -9.6% | 111,774 | $2.7M |
| Dover Advisors, LLC | 1.17% | Reduce -18.4% | 110,694 | $2.7M |
| Rialto Wealth Management, LLC | 0.84% | Add +2.3% | 109,538 | $2.7M |
| Archer Investment Management, LLC | 1.82% | Reduce -26.1% | 108,173 | $2.6M |
| Frontier Asset Management, LLC | 0.75% | Reduce -50.2% | 106,571 | $2.6M |
| Johnson Financial Group, LLC | 0.27% | Reduce -4.5% | 103,188 | $2.5M |
| Birmingham Capital Management Co. Inc. | 0.94% | No change | 103,000 | $2.5M |
| Csenge Advisory Group | 0.14% | Add +19.4% | 99,451 | $2.4M |
| Valley Financial Group, Inc. | 1.60% | Reduce -1.1% | 99,277 | $2.4M |
| Cobblestone Capital Advisors LLC | 0.13% | Reduce -9.1% | 99,053 | $2.4M |
| Rede Wealth, LLC | 0.84% | Reduce -5.9% | 98,231 | $2.4M |
| Herold Advisors, Inc. | 0.52% | Add +4.9% | 97,803 | $2.4M |
| Blair William & Co. | 0.01% | Add +4.5% | 97,510 | $2.4M |
| Beckerman Institutional, LLC | 1.72% | Add +7.8% | 97,379 | $2.4M |
| Asset Allocation Strategies LLC | 0.59% | Add +4.1% | 96,955 | $2.4M |
| McLean Asset Management Corp | 0.77% | Reduce -3.5% | 96,014 | $2.3M |
| Fortis Advisors, LLC | 1.52% | Reduce -1.8% | 95,762 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Add +77.5% | 95,332 | $2.3M |
| Lodestar Private Asset Management LLC | 0.29% | Add +6.5% | 94,820 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | Add +16.2% | 93,086 | $2.3M |
| Great Lakes Retirement, Inc. | 0.30% | Reduce -4.9% | 92,566 | $2.3M |
| Juncture Wealth Strategies, LLC | 0.86% | Reduce -1.2% | 90,869 | $2.2M |
| Verdence Capital Advisors LLC | 0.17% | Add +310.3% | 89,112 | $2.2M |
| Diversified Trust Co. | 0.05% | Add +0.1% | 88,804 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.1% | 88,615 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -5.5% | 88,030 | $2.1M |
| Jackson Creek Investment Advisors LLC | 0.68% | Add +1.4% | 87,362 | $2.1M |
| Pflug Koory, LLC | 1.18% | Add +5.3% | 87,201 | $2.1M |
| Bank of Marin | 2.67% | Add +12.4% | 86,061 | $2.1M |
| Silver Oak Securities, Incorporated | 0.19% | Reduce -15.3% | 81,358 | $2.0M |
| Pinkerton Wealth, LLC | 0.26% | Add +8.6% | 81,190 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -59.9% | 79,892 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.15% | Reduce -0.0% | 79,405 | $1.9M |
| JFG Wealth Management, LLC | 0.43% | Reduce -7.7% | 77,559 | $1.9M |
| Lido Advisors, LLC | 0.01% | New | 76,837 | $1.9M |
| Princeton Global Asset Management LLC | 0.37% | Add +5.2% | 76,689 | $1.9M |
| Clear Investment Research, LLC | 2.49% | Reduce -1.7% | 76,515 | $1.9M |
| SigFig Wealth Management, LLC | 0.07% | Add +4.9% | 103,786 | $1.9M |
| Inspire Advisors, LLC | 0.21% | Add +156.2% | 76,118 | $1.9M |
| Valmark Advisers, Inc. | 0.03% | Reduce -7.9% | 75,645 | $1.8M |
| Forza Wealth Management, LLC | 0.81% | No change | 73,816 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -44.5% | 72,999 | $1.8M |
| MBE Wealth Management, LLC | 0.84% | Add +341.1% | 72,545 | $1.8M |
| Freedom Investment Management, Inc. | 0.15% | Reduce -4.7% | 71,105 | $1.7M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +4.8% | 70,707 | $1.7M |
| Principal Securities, Inc. | 0.04% | No change | 70,853 | $1.7M |
| Coldstream Capital Management Inc. | 0.04% | No change | 69,795 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -48.8% | 69,349 | $1.7M |
| Mendota Financial Group, LLC | 1.81% | Reduce -36.2% | 68,531 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -39.2% | 68,467 | $1.7M |
| National Wealth Management Group, LLC | 1.09% | Add +22.8% | 67,918 | $1.7M |
| D.B. Root & Company, LLC | 0.53% | Add +13.8% | 67,102 | $1.6M |
| Compass Financial Group, INC | 0.29% | Add +36.3% | 63,714 | $1.6M |
| Balanced Rock Investment Advisors LLC | 1.23% | Add +1.6% | 63,368 | $1.5M |
| Belpointe Asset Management LLC | 0.08% | Add +69.8% | 62,408 | $1.5M |
| Koshinski Asset Management, Inc. | 0.13% | Reduce -2.0% | 61,965 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +3.5% | 61,720 | $1.5M |
| Plan A Wealth LLC | 1.14% | New | 60,260 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +1.9% | 60,057 | $1.5M |
| Freestone Capital Holdings, LLC | 0.05% | Reduce -1.8% | 59,390 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +67.3% | 58,169 | $1.4M |
| Sellwood Investment Partners LLC | 0.74% | Reduce -18.5% | 58,103 | $1.4M |
| Evermay Wealth Management LLC | 0.18% | Reduce -38.6% | 57,855 | $1.4M |
| ARK & TLK Investments, LLC | 0.49% | Add +2.4% | 57,128 | $1.4M |
| Win Advisors, Inc. | 0.71% | Add +203.8% | 56,846 | $1.4M |
| Bank of Montreal | 0.00% | Add +3913.0% | 56,664 | $1.4M |
| DMC Group, LLC | 1.12% | Add +11.5% | 56,404 | $1.4M |
| Diversified Portfolios, Inc. | 0.14% | Add +238.1% | 56,389 | $1.4M |
| Clearview Wealth Advisors LLC | 1.02% | Reduce -0.3% | 56,333 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.5% | 56,098 | $1.4M |
| Anderson Hoagland & Co. | 0.16% | Add +10.6% | 56,040 | $1.4M |
| Hexagon Capital Partners LLC | 0.26% | Reduce -0.8% | 55,649 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -3.6% | 55,473 | $1.4M |
| HRT Financial LP | 0.01% | Reduce -46.1% | 54,985 | $1.3M |
| Savvy Advisors, Inc. | 0.13% | Add +5.6% | 54,941 | $1.3M |
| Great Waters Wealth Management | 0.18% | Reduce -1.4% | 54,226 | $1.3M |
| Lummis Asset Management, LP | 0.90% | Add +3.3% | 53,458 | $1.3M |
| Lumbard & Kellner, LLC | 0.57% | New | 53,338 | $1.3M |
| Tennessee Valley Asset Management Partners | 0.21% | Add +3.2% | 52,587 | $1.3M |
| Foster Victor Wealth Advisors, LLC | 0.10% | Reduce -3.0% | 52,336 | $1.3M |
| K2 Financial Inc. | 1.25% | Add +6.7% | 52,029 | $1.3M |
| Seek First Inc. | 1.12% | — | 51,948 | $1.3M |
| Beacon Financial Advisory LLC | 0.38% | Reduce -3.3% | 51,002 | $1.2M |
| Geneos Wealth Management Inc. | 0.04% | Add +89.3% | 50,812 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Add +40.5% | 50,753 | $1.2M |
| True Link Financial Advisors, LLC | 0.09% | Add +33.6% | 50,530 | $1.2M |
| Veery Capital, LLC | 0.47% | Add +4.0% | 50,170 | $1.2M |
| First Interstate Bank | 0.07% | No change | 49,392 | $1.2M |
| Cape Cod Five Cents Savings Bank | 0.11% | No change | 24,499 | $1.2M |
| Citadel Advisors | 0.00% | Add +81.4% | 48,416 | $1.2M |
| Vident Advisory, LLC | 0.02% | Reduce -43.3% | 48,362 | $1.2M |
| Evanson Asset Management, LLC | 0.08% | Add +57.1% | 48,020 | $1.2M |
| Avestar Capital, LLC | 0.11% | Reduce -10.8% | 48,000 | $1.2M |
| Cumberland Partners Ltd | 0.09% | Add +4.6% | 47,555 | $1.2M |
| Krilogy Financial LLC | 0.07% | Reduce -0.2% | 46,172 | $1.1M |
| Lindenwold Advisors, INC | 0.62% | Reduce -13.8% | 45,933 | $1.1M |
| Alliance Wealth Management Group | 0.30% | Reduce -0.6% | 45,847 | $1.1M |
| Towercrest Capital Management | 0.21% | Reduce -2.3% | 45,847 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -37.1% | 43,905 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.6% | 43,709 | $1.1M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -12.8% | 42,436 | $1.0M |
| Pines Wealth Management, LLC | 0.48% | Reduce -21.7% | 42,202 | $1.0M |
| Alteri Wealth LLC | 0.45% | Add +36.8% | 42,080 | $1.0M |
| Bright Futures Wealth Management, LLC. | 1.13% | Add +1.4% | 41,910 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Add +6.3% | 41,876 | $1.0M |
| Wealth Group, Ltd. | 0.66% | Add +28.9% | 41,804 | $1.0M |
| Guardian Financial Partners, LLC | 0.49% | Reduce -2.9% | 41,698 | $1.0M |
| LifePlan Financial, LLC | 0.88% | Add +2.6% | 41,689 | $1.0M |
| Eagle Strategies LLC | 0.17% | Add +19.3% | 41,246 | $1.0M |
| Creative Financial Designs Inc. | 0.08% | Add +57.9% | 41,232 | $1.0M |
| Spinnaker Investment Group, LLC | 0.23% | Add +14.2% | 41,088 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +24.3% | 40,925 | $996K |
| McBroom & Associates, LLC | 0.57% | Reduce -3.5% | 40,665 | $990K |
| OneAscent Financial Services LLC | 0.06% | Add +330.8% | 40,599 | $988K |
| Vista Cima Wealth Management LLC | 1.06% | Add +9.0% | 40,383 | $983K |
| Versant Capital Management, Inc | 0.16% | Add +136.6% | 40,020 | $974K |
| Twele Capital Management, Inc. | 0.21% | Add +0.8% | 39,812 | $969K |
| Commons Capital, LLC | 0.88% | New | 39,595 | $964K |
| Wealthspire Retirement, LLC | 0.08% | Reduce -15.3% | 39,590 | $964K |
| Smart Portfolios, LLC | 1.03% | No change | 38,970 | $949K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.5% | 38,740 | $943K |
| United Capital Financial Advisors, LLC | 0.01% | Add +13.2% | 38,431 | $935K |
| Sherman Asset Management, Inc. | 0.89% | Add +10.6% | 38,357 | $934K |
| CW Advisors, LLC | 0.01% | Reduce -8.8% | 38,213 | $930K |
| Elite Financial, Inc. | 0.49% | New | 38,025 | $925K |
| Elmwood Wealth Management, Inc. | 0.38% | Reduce -20.9% | 38,000 | $925K |
| Jones Financial Companies LLLP | 0.00% | Add +22.7% | 37,640 | $916K |
| Blake Schutter Theil Wealth Advisors, LLC | 1.02% | Reduce -1.9% | 36,758 | $895K |
| Trek Financial, LLC | 0.06% | Add +99.8% | 36,668 | $892K |
| TT Capital Management LLC | 0.74% | Reduce -3.7% | 36,310 | $884K |
| Family Investment Center, Inc. | 0.21% | Add +2.8% | 36,066 | $878K |
| Arkfeld Wealth Strategies, L.L.C. | 0.37% | Reduce -0.1% | 35,388 | $859K |
| South Plains Financial, Inc. | 0.67% | No change | 35,218 | $857K |
| Balboa Wealth Partners | 0.21% | New | 34,976 | $851K |
| Chilton Investment Co. Inc. | 0.02% | Reduce -3.1% | 34,200 | $832K |
| Websterrogers Financial Advisors, LLC | 0.28% | Add +0.7% | 34,197 | $832K |
| Planned Solutions, Inc. | 0.34% | Add +1.2% | 34,043 | $829K |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -34.3% | 33,849 | $824K |
| Tempus Wealth Planning, LLC | 0.25% | Add +3.9% | 33,780 | $822K |
| Vantage Financial Partners, LLC | 0.20% | Reduce -41.3% | 33,240 | $809K |
| PrairieView Partners, LLC | 0.08% | Reduce -23.3% | 33,205 | $808K |
| Cambridge Advisors Inc. | 0.18% | No change | 32,840 | $799K |
| Kuhn & Co Investment Counsel | 0.67% | Reduce -5.3% | 32,663 | $795K |
| Pittenger & Anderson Inc. | 0.03% | Add +52.9% | 31,674 | $771K |
| Strategic Blueprint, LLC | 0.04% | Reduce -58.7% | 31,142 | $758K |
| Dopkins Wealth Management, LLC | 0.38% | Reduce -1.9% | 31,075 | $756K |
| EWG Elevate Inc. | 0.27% | Add +3.4% | 29,717 | $723K |
| GTS Securities LLC | 0.03% | New | 29,550 | $719K |
| Ridgewood Investments LLC | 0.33% | Reduce -6.5% | 29,320 | $714K |
| Weitzel Financial Services, Inc. | 0.34% | Reduce -5.8% | 29,218 | $712K |
| MADDEN SECURITIES Corp | 0.27% | Add +29.5% | 29,099 | $708K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.9% | 28,917 | $704K |
| Swmg, LLC | 0.28% | New | 28,712 | $700K |
| Cwm, LLC | 0.00% | Reduce -19.8% | 28,420 | $692K |
| Total Clarity Wealth Management, Inc. | 0.22% | No change | 28,546 | $687K |
| Nelson Capital Management, LLC | 0.12% | Reduce -4.2% | 28,122 | $684K |
| VSM Wealth Advisory, LLC | 0.25% | Reduce -10.6% | 28,052 | $683K |
| Pacific Capital Wealth Advisors, Inc. | 0.12% | Add +10.3% | 27,871 | $678K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -55.9% | 27,598 | $672K |
| IFP Advisors, Inc | 0.02% | Add +60.1% | 27,391 | $667K |
| Altfest L J & Co. Inc. | 0.08% | Add +63.4% | 27,077 | $659K |
| UMB Bank, n.a. | 0.01% | Add +0.4% | 27,031 | $658K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -21.5% | 26,682 | $649K |
| Gateway Wealth Partners, LLC | 0.14% | Add +10.8% | 26,445 | $644K |
| Wesbanco Bank Inc. | 0.02% | Add +0.2% | 26,085 | $635K |
| Aegis Wealth Management LLC | 0.37% | No change | 25,598 | $623K |
| Seven Post Investment Office LP | 0.23% | Add +0.4% | 25,221 | $614K |
| Western Wealth Management, LLC | 0.04% | Reduce -40.1% | 25,175 | $613K |
| Soltis Investment Advisors LLC | 0.05% | Reduce -26.8% | 25,070 | $610K |
| Titleist Asset Management, LLC | 0.07% | Reduce -2.0% | 24,804 | $604K |
| Diversified Enterprises, LLC | 0.05% | Add +196.7% | 24,753 | $602K |
| VanderPol Investments L.L.C. | 1.25% | Add +2.1% | 24,342 | $592K |
| Accurate Wealth Management, LLC | 0.11% | New | 24,420 | $592K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.1% | 24,137 | $587K |
| Birchbrook, Inc. | 0.33% | Reduce -26.3% | 24,091 | $586K |
| First Financial Group Corp | 0.66% | Add +10.2% | 23,980 | $584K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -10.8% | 23,912 | $582K |
| New Hampshire Trust | 0.13% | Add +4.3% | 23,658 | $576K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -16.0% | 23,642 | $575K |
| PAX Financial Group, LLC | 0.10% | Reduce -20.6% | 23,634 | $575K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -3.2% | 23,441 | $571K |
| Brown Advisory Inc. | 0.00% | Reduce -1.4% | 23,385 | $569K |
| Fortis Capital Advisors, LLC | 0.12% | New | 23,313 | $567K |
| AE Wealth Management LLC | 0.00% | Add +511.0% | 23,230 | $565K |
| BCS Wealth Management | 0.15% | Add +5.0% | 23,231 | $565K |
| Access Financial Services, Inc. | 0.22% | New | 22,895 | $557K |
| Noble Family Wealth, LLC | 0.15% | Reduce -4.2% | 22,716 | $553K |
| Live Oak Private Wealth LLC | 0.09% | Reduce -3.1% | 22,535 | $549K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +15060.5% | 22,286 | $542K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -22.5% | 22,139 | $539K |
| Global Trust Asset Management, LLC | 0.33% | New | 22,100 | $538K |
| Stewardship Advisors, LLC | 0.14% | Add +9.4% | 21,915 | $533K |
| American Capital Advisory, LLC | 0.29% | Reduce -35.5% | 21,832 | $531K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Reduce -1.0% | 21,744 | $529K |
| Core Wealth Partners LLC | 0.31% | Add +0.4% | 21,703 | $528K |
| Ithaka Group LLC | 0.11% | New | 21,645 | $527K |
| Leading Edge Financial Planning LLC | 0.16% | No change | 21,613 | $526K |
| REDW Wealth LLC | 0.19% | Reduce -1.5% | 20,995 | $511K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 20,850 | $507K |
| Clearstead Advisors, LLC | 0.01% | Reduce -23.0% | 20,722 | $504K |
| Retirement Capital Strategies | 0.20% | No change | 20,695 | $504K |
| Brucke Financial, Inc. | 0.44% | Reduce -1.3% | 20,487 | $501K |
| Blossom Wealth Management | 1.00% | Add +15.8% | 20,484 | $499K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -2.2% | 20,474 | $498K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -8.4% | 20,443 | $498K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -8.4% | 20,443 | $498K |
| Studio Investment Management LLC | 0.10% | Reduce -22.3% | 20,436 | $497K |
| Two Sigma Securities, LLC | 0.08% | Reduce -54.1% | 20,335 | $495K |
| Independent Financial Group, LLC | 0.02% | Reduce -5.1% | 20,207 | $492K |
| Wedbush Securities Inc. | 0.02% | Add +7.5% | 20,075 | $489K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -34.6% | 20,000 | $487K |
| Jacobi Capital Management LLC | 0.03% | Reduce -2.1% | 19,455 | $474K |
| Somerset Group LLC | 0.43% | Reduce -0.9% | 19,374 | $472K |
| Coordinated Financial Services, Inc. | 0.37% | — | 19,300 | $470K |
| Brighton Jones LLC | 0.01% | Add +3.8% | 19,141 | $466K |
| Bremer Bank National Association | 0.08% | No change | 19,050 | $464K |
| Selective Wealth Management, Inc. | 0.20% | New | 19,000 | $461K |
| Revisor Wealth Management LLC | 0.20% | Add +15.9% | 18,885 | $460K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -12.3% | 18,814 | $458K |
| Kings Path Partners LLC | 0.22% | Add +73.8% | 18,800 | $458K |
| Avant Financial Advisors LLC | 0.41% | No change | 18,742 | $456K |
| Comerica Bank | 0.00% | Add +4.1% | 18,407 | $448K |
| Wbi Investments, LLC | 0.12% | New | 18,374 | $447K |
| Independent Wealth Network Inc. | 0.18% | Reduce -1.0% | 18,295 | $445K |
| Valtinson Bruner Financial Planning LLC | 0.15% | Reduce -6.7% | 18,258 | $444K |
| Signet Investment Advisory Group, Inc. | 0.22% | Add +0.8% | 18,092 | $440K |
| Team Financial Group, LLC | 0.25% | Reduce -0.6% | 18,076 | $440K |
| Northwest Capital Management Inc | 0.18% | No change | 18,036 | $439K |
| Maridea Wealth Management LLC | 0.14% | Add +68.6% | 17,821 | $434K |
| Lederer & Associates Investment Counsel | 0.32% | Add +0.1% | 17,790 | $433K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.2% | 17,318 | $422K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -30.3% | 17,140 | $417K |
| Sightline Wealth Advisors, LLC | 0.22% | Add +39.9% | 17,121 | $417K |
| Per Stirling Capital Management, LLC. | 0.06% | Reduce -0.4% | 17,024 | $414K |
| Friedenthal Financial | 0.25% | Reduce -19.0% | 17,008 | $414K |
| Roberts Wealth Advisors, LLC | 0.13% | Reduce -3.2% | 16,949 | $413K |
| TFB Advisors LLC | 0.12% | Reduce -3.7% | 16,940 | $412K |
| HC Advisors, LLC | 0.31% | Add +8.1% | 16,871 | $411K |
| Joule Financial, LLC | 0.14% | Add +23.1% | 16,862 | $410K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -6.0% | 16,750 | $408K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -15.6% | 16,589 | $404K |
| Citigroup Inc. | 0.00% | Reduce -5.7% | 16,447 | $400K |
| Worth Asset Management, LLC | 0.22% | Add +7.0% | 16,297 | $397K |
| Davis Wealth Advisors, LLC | 0.45% | Add +0.4% | 16,233 | $395K |
| Synovus Financial Corp. | 0.01% | Reduce -7.2% | 16,234 | $395K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +5.0% | 15,996 | $389K |
| Pathstone Holdings, LLC | 0.00% | New | 20,202 | $389K |
| Capital Planning LLC | 0.11% | Add +47.4% | 15,918 | $387K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 15,728 | $383K |
| Bensler, LLC | 0.05% | Reduce -29.5% | 15,696 | $382K |
| Clay Northam Wealth Management, LLC | 0.27% | Reduce -0.1% | 15,580 | $379K |
| Gradient Capital Advisors, LLC | 0.12% | Add +49.6% | 15,439 | $376K |
| Nwam LLC | 0.03% | No change | 15,358 | $374K |
| Quadrature Capital Ltd | 0.01% | New | 15,011 | $365K |
| IRON Financial LLC | 0.20% | Reduce -18.5% | 15,004 | $365K |
| Ceeto Capital Group, LLC | 0.14% | No change | 15,000 | $365K |
| Natixis Advisors, LLC | 0.00% | Add +8.2% | 14,671 | $357K |
| Genesee Capital Advisors, LLC | 0.18% | Add +0.7% | 14,607 | $356K |
| L.K. Benson & Company, P.C. | 0.25% | Add +0.5% | 14,541 | $354K |
| &partners | 0.00% | Reduce -11.5% | 14,469 | $352K |
| Brand Asset Management Group, Inc. | 0.15% | Add +0.4% | 14,424 | $351K |
| Hardin Capital Partners, LLC | 0.21% | Add +0.0% | 14,326 | $349K |
| Empirical Asset Management, LLC | 0.12% | Reduce -4.7% | 14,064 | $342K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -19.4% | 14,070 | $342K |
| CGN Advisors LLC | 0.03% | Reduce -18.1% | 14,035 | $342K |
| Global Assets Advisory, LLC | 0.06% | New | 13,938 | $339K |
| First County Bank | 0.18% | New | 13,721 | $334K |
| Resurgent Financial Advisors LLC | 0.20% | Reduce -25.6% | 13,577 | $330K |
| Stonekeep Investments, LLC | 0.24% | Add +9.7% | 13,428 | $327K |
| Financial Architects, LLC | 0.21% | Reduce -0.6% | 13,390 | $326K |
| Latitude Advisors, LLC | 0.19% | Add +0.7% | 13,292 | $324K |
| GWN Securities Inc. | 0.02% | New | 13,292 | $324K |
| Alpha Omega Wealth Management LLC | 0.06% | Add +0.3% | 13,270 | $323K |
| Litman Gregory Wealth Management LLC | 0.03% | Add +32.1% | 13,215 | $322K |
| Scratch Capital LLC | 0.33% | Reduce -25.4% | 13,141 | $320K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +1.7% | 13,064 | $318K |
| Capital Insight Partners, LLC | 0.06% | No change | 12,999 | $316K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | Reduce -0.6% | 12,738 | $310K |
| Toth Financial Advisory Corp. | 0.04% | Reduce -19.0% | 12,619 | $307K |
| Sonoma Private Wealth LLC | 0.42% | Add +8.1% | 12,403 | $302K |
| Summit Asset Management, LLC | 0.05% | Add +19.1% | 12,267 | $299K |
| Fairman Group, LLC | 0.27% | No change | 12,350 | $297K |
| BNP Paribas | 0.01% | Reduce -72.0% | 12,164 | $296K |
| L. Roy Papp & Associates, LLP | 0.04% | Add +6.6% | 12,112 | $295K |
| Chilton Capital Management LLC | 0.01% | No change | 11,970 | $291K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +7.5% | 11,955 | $291K |
| Zullo Investment Group, Inc. | 0.12% | Add +10.8% | 11,909 | $290K |
| WPG Advisers, LLC | 0.27% | Reduce -12.9% | 11,767 | $286K |
| Elgethun Capital Management | 0.06% | New | 11,478 | $279K |
| Rockbridge Investment Management, LCC | 0.03% | Reduce -14.9% | 11,365 | $277K |
| Advisory Services Network, LLC | 0.01% | Add +26.1% | 11,245 | $274K |
| PBMares Wealth Management LLC | 0.05% | No change | 11,238 | $274K |
| Carnegie Investment Counsel | 0.01% | Reduce -8.1% | 11,081 | $270K |
| Signature Resources Capital Management, LLC | 0.23% | Add +125.2% | 10,958 | $267K |
| Brewster Financial Planning LLC | 0.20% | New | 10,854 | $264K |
| Exchange Capital Management, Inc. | 0.04% | Reduce -8.1% | 10,827 | $264K |
| Lauterbach Financial Advisors, LLC | 0.16% | Add +0.5% | 10,825 | $263K |
| CVA Family Office, LLC | 0.04% | Reduce -1.3% | 10,713 | $261K |
| Tiemann Investment Advisors, LLC | 0.12% | No change | 10,450 | $254K |
| WMG Financial Advisors, LLC | 0.11% | Reduce -2.3% | 10,373 | $252K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Reduce -41.8% | 10,353 | $252K |
| Arkadios Wealth Advisors | 0.01% | New | 10,285 | $250K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -58.2% | 10,151 | $247K |
| Modera Wealth Management, LLC | 0.00% | Reduce -4.9% | 10,065 | $245K |
| Venturi Wealth Management, LLC | 0.01% | Add +386.4% | 10,000 | $243K |
| Inman Jager Wealth Management, LLC | 0.18% | Add +10.1% | 9,820 | $239K |
| Burk Holdings LLC | 0.18% | New | 9,781 | $238K |
| Apeiron RIA LLC | 0.07% | Reduce -3.0% | 9,780 | $238K |
| WorthPointe, LLC | 0.11% | New | 9,757 | $237K |
| Foster & Motley Inc. | 0.01% | Reduce -22.9% | 9,753 | $237K |
| Ieq Capital, LLC | 0.00% | New | 9,628 | $234K |
| Generation Capital Management LLC | 0.21% | No change | 9,514 | $232K |
| American Institute for Advanced Investment Management, LLP | 0.18% | New | 9,500 | $231K |
| Independent Advisor Alliance | 0.01% | Reduce -74.6% | 9,411 | $229K |
| Aull & Monroe Investment Management Corp | 0.11% | Reduce -3.9% | 9,369 | $228K |
| Meridian Wealth Management, LLC | 0.01% | New | 9,335 | $227K |
| Clear Creek Financial Management, LLC | 0.02% | New | 9,331 | $227K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -40.3% | 9,315 | $227K |
| Northern Trust Corp. | 0.00% | Reduce -5.0% | 9,220 | $224K |
| ARS Wealth Advisors Group, LLC | 0.03% | New | 9,199 | $224K |
| Ethos Financial Group, LLC | 0.02% | No change | 9,284 | $223K |
| Lynx Investment Advisory | 0.15% | Reduce -0.1% | 9,071 | $221K |
| Diligent Investors, LLC | 0.05% | Add +0.3% | 9,069 | $221K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.4% | 9,049 | $220K |
| Cooper Financial Group | 0.03% | New | 9,046 | $220K |
| Strategic Advocates LLC | 0.08% | Reduce -8.3% | 9,038 | $220K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -40.3% | 8,936 | $218K |
| Blume Capital Management, Inc. | 0.05% | Reduce -5.3% | 8,898 | $217K |
| Members Trust Co | 0.01% | New | 8,722 | $212K |
| White Lighthouse Investment Management Inc. | 0.04% | No change | 8,670 | $211K |
| Sentinel Pension Advisors, LLC | 0.04% | Reduce -1.1% | 8,664 | $211K |
| Seascape Capital Management | 0.07% | Reduce -8.5% | 8,611 | $210K |
| Bond & Devick Financial Network, Inc. | 0.08% | New | 8,509 | $207K |
| Weatherly Asset Management L. P. | 0.02% | No change | 8,500 | $207K |
| TPG Advisors LLC | 0.16% | Reduce -15.4% | 8,497 | $207K |
| IHT Wealth Management, LLC | 0.01% | Add +0.7% | 8,488 | $207K |
| Traphagen Investment Advisors LLC | 0.02% | New | 8,437 | $205K |
| Nalls Sherbakoff Group, LLC | 0.17% | — | 8,413 | $205K |
| Fourth Dimension Wealth, LLC | 0.10% | No change | 8,372 | $204K |
| Investment Planning Advisors, Inc. | 0.08% | New | 8,358 | $203K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.5% | 8,358 | $203K |
| David Wealth Management LLC | 0.17% | New | 8,274 | $201K |
| LexAurum Advisors, LLC | 0.04% | Reduce -1.3% | 8,264 | $201K |
| Advisor OS, LLC | 0.02% | New | 8,217 | $200K |
| SRH Advisors, LLC | 0.06% | Reduce -5.6% | 7,610 | $185K |
| Smartleaf Asset Management LLC | 0.02% | Add +490.3% | 6,971 | $170K |
| Cape Investment Advisory, Inc. | 0.07% | Add +0.1% | 6,718 | $164K |
| Contravisory Investment Management, Inc. | 0.03% | No change | 6,420 | $156K |
| Sandy Spring Bank | 0.01% | Reduce -7.4% | 6,243 | $152K |
| Marshall & Sterling Wealth Advisors Inc. | 0.10% | Add +0.7% | 6,053 | $147K |
| TD Private Client Wealth LLC | 0.00% | Add +638.3% | 5,729 | $139K |
| Vermillion Wealth Management, Inc. | 0.04% | Add +2.2% | 5,605 | $136K |
| Capital Analysts, LLC | 0.01% | Reduce -4.8% | 5,463 | $133K |
| WASHINGTON TRUST Co | 0.01% | No change | 5,400 | $131K |
| Logan Capital Management Inc. | 0.01% | Reduce -46.9% | 4,997 | $122K |
| Eastern Bank | 0.00% | Reduce -13.8% | 4,857 | $118K |
| Private Trust Co. NA | 0.01% | Add +21.3% | 4,646 | $113K |
| Legacy Bridge, LLC | 0.06% | No change | 4,600 | $112K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 4,402 | $107K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -47.3% | 4,196 | $102K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 4,172 | $102K |
| Anchor Investment Management, LLC | 0.01% | No change | 3,980 | $97K |
| Costello Asset Management, INC | 0.04% | New | 3,813 | $93K |
| CENTRAL TRUST Co | 0.00% | No change | 3,775 | $92K |
| High Note Wealth, LLC | 0.02% | Reduce -5.1% | 3,744 | $91K |
| FMR LLC | 0.00% | Add +556.6% | 3,736 | $91K |
| Garde Capital, Inc. | 0.00% | New | 3,234 | $79K |
| Bogart Wealth, LLC | 0.00% | Add +6.7% | 3,198 | $78K |
| Painted Porch Advisors LLC | 0.03% | New | 2,977 | $72K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 2,948 | $72K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 2,622 | $64K |
| Cooksen Wealth, LLC | 0.06% | New | 1,302 | $63K |
| Fairway Wealth LLC | 0.02% | No change | 2,578 | $63K |
| Perritt Capital Management Inc | 0.03% | Add +0.7% | 2,514 | $61K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.5% | 2,393 | $58K |
| Comprehensive Financial Planning, Inc. | 0.05% | Add +1.7% | 2,307 | $56K |
| Front Row Advisors LLC | 0.02% | No change | 2,276 | $55K |
| Tradewinds Capital Management, LLC | 0.01% | Add +0.1% | 2,270 | $55K |
| Tower View Wealth Management LLC | 0.03% | New | 2,119 | $52K |
| Future Financial Wealth Managment LLC | 0.04% | Add +0.5% | 2,115 | $51K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 1,865 | $45K |
| Transce3nd, LLC | 0.02% | Reduce -53.7% | 1,840 | $45K |
| Bellevue Asset Management, LLC | 0.02% | Reduce -15.6% | 1,785 | $43K |
| Davis Capital Management | 0.03% | Reduce -20.0% | 1,594 | $39K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 1,604 | $39K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,419 | $35K |
| NBT Bank, N.A. | 0.00% | Reduce -42.0% | 1,384 | $34K |
| Blue Trust, Inc. | 0.00% | Reduce -62.9% | 1,365 | $33K |
| Synergy Investment Management, LLC | 0.01% | No change | 1,308 | $32K |
| Avion Wealth | 0.01% | No change | 1,308 | $31K |
| Spire Wealth Management | 0.00% | No change | 1,224 | $30K |
| Bokf, NA | 0.00% | No change | 1,176 | $29K |
| Sound Income Strategies, LLC | 0.00% | Reduce -8.5% | 1,161 | $28K |
| Kennebec Savings Bank | 0.03% | Add +4.8% | 1,123 | $27K |
| von Borstel & Associates, Inc. | 0.01% | New | 1,110 | $27K |
| Wagner Wealth Management, LLC | 0.01% | Add +21.1% | 1,103 | $27K |
| AllSquare Wealth Management LLC | 0.02% | No change | 1,091 | $27K |
| Rossby Financial, LCC | 0.01% | New | 1,086 | $26K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.5% | 1,078 | $26K |
| Towne Trust Company, N.A | 0.01% | No change | 1,020 | $25K |
| Morling Financial Advisors, LLC | 0.01% | New | 1,020 | $25K |
| Vision Financial Markets LLC | 0.03% | No change | 1,000 | $24K |
| Russell Investments Group, Ltd. | 0.00% | New | 946 | $23K |
| St Germain D J Co. Inc. | 0.00% | New | 944 | $23K |
| NFSG Corp | 0.01% | No change | 864 | $21K |
| Arax Advisory Partners | 0.00% | Add +54.0% | 847 | $21K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 844 | $21K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -4.6% | 828 | $20K |
| Delta Asset Management LLC | 0.00% | No change | 810 | $20K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -15.8% | 800 | $19K |
| First Horizon Advisors, Inc. | 0.00% | No change | 784 | $19K |
| Brown Brothers Harriman & Co. | 0.00% | Add +310.8% | 764 | $19K |
| CoreCap Advisors, LLC | 0.00% | Reduce -42.3% | 744 | $18K |
| Grey Ledge Advisors, LLC | 0.00% | New | 682 | $17K |
| Franklin Resources Inc. | 0.00% | No change | 664 | $16K |
| Valley National Advisers Inc. | 0.00% | Reduce -2.8% | 684 | $16K |
| Rise Advisors, LLC | 0.01% | Add +0.6% | 631 | $15K |
| Fort Vancouver Investment Management, LLC | 0.01% | Add +1.8% | 575 | $14K |
| Weaver Capital Management LLC | 0.00% | No change | 544 | $13K |
| McIlrath & Eck, LLC | 0.00% | No change | 538 | $13K |
| Lanark Financial, Inc. | 0.00% | — | 535 | $13K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.8% | 531 | $13K |
| LGT Financial Advisors LLC | 0.04% | Reduce -5.6% | 492 | $12K |
| Whipplewood Advisors, LLC | 0.01% | Add +8950.0% | 42,535 | $11K |
| Fifth Third Bancorp | 0.00% | Reduce -53.4% | 454 | $11K |
| Roble, Belko & Company, Inc | 0.00% | New | 414 | $10K |
| Fortis Group Advisors, LLC | 0.00% | No change | 402 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 400 | $10K |
| Cordant, Inc. | 0.00% | Add +7.7% | 379 | $9K |
| Arcadia Investment Advisors LLC | 0.00% | Reduce -52.7% | 356 | $9K |
| Bristlecone Advisors, LLC | 0.00% | New | 338 | $8K |
| Parkside Financial Bank & Trust | 0.00% | New | 310 | $8K |
| Westside Investment Management, Inc. | 0.00% | No change | 302 | $7K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 300 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 280 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 268 | $7K |
| Howe & Rusling Inc. | 0.00% | New | 266 | $6K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | — | 258 | $6K |
| Webster Bank, N. A. | 0.00% | No change | 222 | $5K |
| Continuum Advisory, LLC | 0.00% | Reduce -49.4% | 219 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 216 | $5K |
| Parallel Advisors, LLC | 0.00% | Reduce -86.0% | 204 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 195 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 168 | $4K |
| Asset Dedication, LLC | 0.00% | Add +0.6% | 168 | $4K |
| Quantum Capital Management, LLC / NJ | 0.00% | No change | 156 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | New | 144 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | Add +172.0% | 136 | $3K |
| Concord Wealth Partners | 0.00% | No change | 120 | $3K |
| Guardian Wealth Management, Inc. | 0.00% | Reduce -49.1% | 113 | $3K |
| Trust Co. of Vermont | 0.00% | New | 111 | $3K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 70 | $2K |
| Moser Wealth Advisors, LLC | 0.00% | Add +1.5% | 66 | $2K |
| Key Financial Inc | 0.00% | No change | 64 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 23 | $1K |
| Olistico Wealth, LLC | 0.00% | New | 41 | $998 |
| NorthRock Partners, LLC | 0.00% | Reduce -97.8% | 39 | $949 |
| Dunhill Financial, LLC | 0.00% | New | 14 | $129 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5 | $121 |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -94.2% | 4 | $92 |
"% of holder's portfolio" is SCHO's weight in each manager's 13F, not the share of Schwab Short-Term US Treas the manager owns.