Schwab US Large-Cap ETFSCHXETF
13F holders, Q1 2024 (March 31)1,190holders
4famous investors
$62.05avg. 13F price*
At the end of Q1 2024, 1,190 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($6.1B), Charles Schwab Investment Management Inc. ($3.1B) and Creative Planning ($1.8B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab US Large-Cap ETF
- CUSIP
- 808524201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $179.0M |
| Exits | 63 | $486.0M |
Ownership 1,190 holders
| Charles Schwab Investment Advisory, Inc. | 8.33% | Add +1.0% | 97,658,992 | $6.1B |
| Charles Schwab Investment Management Inc. | 0.72% | Add +4.7% | 50,418,416 | $3.1B |
| Creative Planning | 1.95% | Reduce -1.7% | 28,336,959 | $1.8B |
| Sei Investments Co. | 1.15% | Reduce -46.7% | 12,699,861 | $788.2M |
| HBK Sorce Advisory LLC | 23.07% | Add +2.4% | 10,524,610 | $653.2M |
| Sage Financial Group Inc. | 45.63% | Add +1.1% | 8,170,007 | $507.0M |
| Moneta Group Investment Advisors LLC | 7.87% | Add +2.9% | 7,783,042 | $483.0M |
| Wealth Enhancement Advisory Services, LLC | 1.16% | Reduce -3.4% | 7,254,686 | $450.2M |
| UBS Group AG | 0.13% | Reduce -8.0% | 6,526,989 | $405.1M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -9.1% | 5,854,971 | $363.4M |
| Cerity Partners LLC | 0.90% | Reduce -80.7% | 5,475,303 | $339.7M |
| Northwestern Mutual Wealth Management Co. | 0.33% | Add +10.1% | 5,188,188 | $322.1M |
| Mercer Global Advisors Inc. | 0.89% | Reduce -0.9% | 4,977,896 | $313.9M |
| Campbell Wealth Management | 30.06% | Add +6.3% | 4,874,761 | $302.5M |
| Diversified, LLC | 31.78% | Add +70.5% | 3,722,265 | $231.0M |
| HighTower Advisors, LLC | 0.37% | Reduce -0.3% | 3,670,508 | $227.8M |
| Janus Henderson Group PLC | 0.12% | Add +0.3% | 3,667,921 | $227.6M |
| Mariner, LLC | 0.44% | Reduce -6.4% | 3,397,174 | $210.8M |
| Prime Capital Investment Advisors, LLC | 2.75% | Add +1.6% | 3,176,925 | $197.2M |
| McAdam, LLC | 12.13% | Add +5.7% | 3,049,576 | $189.3M |
| JMG Financial Group, Ltd. | 6.80% | Reduce -0.8% | 2,872,482 | $178.3M |
| Assetmark, Inc. | 0.56% | Add +94.4% | 2,776,293 | $172.3M |
| Beacon Pointe Advisors, LLC | 1.61% | Reduce -0.3% | 2,323,807 | $144.2M |
| LPL Financial LLC | 0.07% | Add +1.5% | 2,224,270 | $138.0M |
| Apriem Advisors | 15.97% | Add +6.6% | 2,048,140 | $127.1M |
| Cresset Asset Management, LLC | 0.61% | Reduce -0.9% | 2,019,943 | $125.4M |
| Bank of America Corp. | 0.01% | Add +10.1% | 1,827,198 | $113.4M |
| Morgan Stanley | 0.01% | Add +4.4% | 1,795,511 | $111.4M |
| Evermay Wealth Management LLC | 16.54% | Reduce -1.1% | 1,764,693 | $109.5M |
| RKL Wealth Management LLC | 10.06% | Add +1.1% | 1,635,832 | $101.5M |
| Greenwood Gearhart LLC | 9.43% | Add +40.5% | 1,557,081 | $96.6M |
| Marcum Wealth, LLC | 9.66% | Reduce -9.2% | 1,534,206 | $95.2M |
| Orgel Wealth Management, LLC | 2.60% | Reduce -4.9% | 1,524,888 | $94.6M |
| Corient Private Wealth LP | 0.17% | Add +6.3% | 1,505,403 | $93.4M |
| Northwest Quadrant Wealth Management, LLC | 22.86% | Add +0.5% | 1,504,747 | $93.4M |
| Integrated Wealth Concepts LLC | 1.33% | Add +2.0% | 1,478,893 | $91.8M |
| Bangor Savings Bank | 7.94% | Reduce -5.3% | 1,250,466 | $77.6M |
| Curi Capital, LLC | 1.81% | New | 1,248,990 | $77.5M |
| Johnson Investment Counsel Inc. | 0.80% | Add +4.7% | 1,183,816 | $73.5M |
| Financial Consulate, Inc. | 21.26% | Add +4.0% | 1,159,005 | $71.9M |
| Kohmann Bosshard Financial Services, LLC | 9.88% | Add +41.9% | 1,143,253 | $71.0M |
| Charles Schwab Trust Co | 6.65% | Add +12.4% | 1,132,830 | $70.3M |
| Wealthspire Advisors, LLC | 0.92% | Reduce -5.4% | 1,115,003 | $69.2M |
| Ameriprise Financial Inc. | 0.02% | Add +1.6% | 1,106,118 | $68.6M |
| HB Wealth Management, LLC | 0.84% | Reduce -5.9% | 1,069,030 | $66.3M |
| Meridian Wealth Partners, LLC | 11.83% | Add +0.4% | 1,055,878 | $65.5M |
| Fund Evaluation Group, LLC | 4.03% | Reduce -1.3% | 1,036,747 | $64.3M |
| Steele Capital Management, Inc. | 3.67% | Add +0.9% | 1,029,742 | $63.9M |
| Sequoia Financial Advisors, LLC | 0.78% | Reduce -2.9% | 1,003,572 | $62.3M |
| Standpoint Asset Management, LLC | 16.10% | Add +3.5% | 996,100 | $61.8M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Reduce -5.4% | 994,267 | $61.7M |
| Adams Wealth Management | 14.42% | Add +8.0% | 953,190 | $59.2M |
| Berger Financial Group, Inc | 4.85% | Add +46.4% | 947,703 | $58.8M |
| Savant Capital, LLC | 0.62% | Reduce -1.6% | 873,486 | $54.2M |
| Choreo, LLC | 1.39% | Add +1.1% | 873,405 | $54.2M |
| United Capital Financial Advisors, LLC | 0.42% | Reduce -8.2% | 813,694 | $50.5M |
| Apollon Wealth Management, LLC | 1.59% | Reduce -5.0% | 812,125 | $50.4M |
| Legacy Wealth Management, LLC | 3.70% | Reduce -5.8% | 808,764 | $50.2M |
| Jaffetilchin Investment Partners, LLC | 4.38% | Add +0.3% | 787,206 | $48.9M |
| Alliance Wealth Management Group | 14.13% | Reduce -0.1% | 775,746 | $48.1M |
| Towercrest Capital Management | 8.12% | Reduce -0.1% | 775,746 | $48.1M |
| Valley National Advisers Inc. | 7.20% | Reduce -0.5% | 767,889 | $47.7M |
| Aptus Capital Advisors, LLC | 0.99% | Add +5.2% | 743,309 | $46.1M |
| Guardian Wealth Advisors, LLC / NC | 5.60% | Add +5.2% | 737,490 | $45.8M |
| NewSquare Capital LLC | 3.94% | Add +4.4% | 735,026 | $44.5M |
| Pinkerton Wealth, LLC | 7.15% | Reduce -8.7% | 716,173 | $44.4M |
| Riversedge Advisors, LLC | 10.62% | Reduce -1.6% | 694,098 | $43.1M |
| Captrust Financial Advisors | 0.16% | Reduce -16.0% | 693,089 | $43.0M |
| Buffington Mohr McNeal | 7.76% | Reduce -3.4% | 691,159 | $42.9M |
| Harbour Investments, Inc. | 1.49% | Add +0.8% | 676,076 | $42.0M |
| Appleton Partners Inc. | 3.20% | Add +0.3% | 663,535 | $41.2M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +6.4% | 648,854 | $40.3M |
| McGlone Suttner Wealth Management, Inc. | 7.50% | Reduce -0.4% | 644,587 | $40.0M |
| Courage Miller Partners, LLC | 13.68% | Reduce -1.1% | 637,475 | $39.6M |
| Wells Fargo & Company | 0.01% | Add +4.7% | 633,480 | $39.3M |
| JPMorgan Chase & Co. | 0.00% | Add +9.3% | 624,504 | $38.8M |
| Access Financial Services, Inc. | 16.83% | Reduce -5.2% | 606,464 | $37.6M |
| Modera Wealth Management, LLC | 0.56% | Reduce -11.1% | 594,492 | $36.9M |
| Ashford Advisors, LLC | 9.00% | Reduce -5.4% | 574,906 | $35.7M |
| Cornerstone Advisors Asset Management, LLC | 12.52% | Add +4.5% | 573,373 | $35.6M |
| Leverty Financial Group, LLC | 21.11% | Add +3.0% | 570,226 | $35.4M |
| Matrix Trust Co | 7.86% | Reduce -1.8% | 560,075 | $34.8M |
| Veery Capital, LLC | 13.96% | Add +1.3% | 548,820 | $34.1M |
| Embree Financial Group | 6.63% | Add +2.2% | 544,482 | $33.8M |
| Baker Avenue Asset Management, LP | 1.30% | Add +0.1% | 544,365 | $33.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +5.5% | 537,663 | $33.4M |
| Destination Wealth Management | 1.10% | Reduce -41.6% | 534,367 | $33.2M |
| Moneywise, Inc. | 17.77% | Reduce -7.6% | 526,877 | $32.7M |
| Allworth Financial LP | 0.23% | Reduce -3.0% | 516,477 | $32.1M |
| Foster Victor Wealth Advisors, LLC | 2.91% | Reduce -4.6% | 518,764 | $31.9M |
| Newman Dignan & Sheerar, Inc. | 7.96% | Add +3.5% | 479,446 | $29.8M |
| CW Advisors, LLC | 0.51% | Reduce -1.1% | 475,949 | $29.5M |
| Northeast Financial Group, Inc. | 12.98% | Add +8.4% | 472,794 | $29.3M |
| FIDELIS iM, LLC | 14.71% | Reduce -1.1% | 472,009 | $29.3M |
| Royal Bank of Canada | 0.01% | Add +9.3% | 470,149 | $29.2M |
| Burt Wealth Advisors | 7.38% | Add +4.5% | 468,979 | $29.1M |
| Athena Investment Management | 17.40% | Reduce -1.5% | 467,108 | $29.0M |
| Bluespring Wealth Management, LLC | 3.16% | Reduce -0.0% | 464,723 | $28.8M |
| Ballast Advisors LLC | 9.70% | Add +2.3% | 463,813 | $28.8M |
| Cornerstone Wealth Group, LLC | 2.63% | New | 458,939 | $28.5M |
| Dravo Bay LLC | 16.85% | Reduce -6.8% | 456,323 | $28.3M |
| Gleason Group, Inc. | 5.90% | Add +2.2% | 455,136 | $28.2M |
| Stifel Financial Corp. | 0.03% | Reduce -0.2% | 451,266 | $28.0M |
| Marshall Financial Group Inc. | 9.19% | Add +0.4% | 449,093 | $27.9M |
| Gordian Advisors LLC | 25.40% | Reduce -3.9% | 444,592 | $27.6M |
| Valicenti Advisory Services Inc. | 7.65% | Reduce -1.0% | 442,785 | $27.5M |
| Richardson Capital Management LLC | 22.46% | Add +184352.1% | 442,685 | $27.5M |
| Schneider Downs Wealth Management Advisors, LP | 6.27% | Add +4.0% | 438,315 | $27.2M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -1.6% | 438,032 | $27.2M |
| Kolinsky Wealth Management, LLC | 20.72% | Add +0.5% | 436,774 | $27.1M |
| Milestone Investment Advisors LLC | 7.30% | Reduce -4.2% | 436,200 | $27.1M |
| Morris Financial Concepts, Inc. | 13.64% | Add +9.7% | 429,427 | $26.7M |
| Bristlecone Advisors, LLC | 2.34% | Reduce -1.5% | 427,759 | $26.5M |
| Manchester Financial Inc. | 6.91% | Reduce -4.7% | 426,613 | $26.5M |
| Kavar Capital Partners Group, LLC | 4.75% | Reduce -48.4% | 415,096 | $25.8M |
| Focus Partners Wealth | 0.21% | Add +14.5% | 414,622 | $25.7M |
| Orion Porfolio Solutions, LLC | 0.27% | Reduce -6.8% | 411,937 | $25.6M |
| Orion Portfolio Solutions, LLC | 0.27% | Reduce -6.8% | 411,937 | $25.6M |
| Christensen, King & Associates Investment Services, Inc. | 12.72% | Add +1.2% | 410,366 | $25.5M |
| Red Door Wealth Management, LLC | 4.86% | Add +5.6% | 406,142 | $25.2M |
| Fortis Capital Management LLC | 6.54% | Add +1.3% | 401,541 | $24.9M |
| Powers Advisory Group, LLC | 14.19% | Reduce -0.8% | 400,042 | $24.8M |
| Dynamic Advisor Solutions LLC | 0.84% | Reduce -2.3% | 399,402 | $24.8M |
| Chicago Partners Investment Group LLC | 1.04% | Add +6.5% | 409,053 | $24.5M |
| Almanack Investment Partners, LLC. | 4.17% | Add +67.3% | 394,790 | $24.5M |
| Sawgrass Asset Management LLC | 2.66% | Add +0.0% | 392,013 | $24.3M |
| Red Cedar Investment Management, LLC | 3.03% | Add +22.5% | 391,626 | $24.3M |
| HRC Wealth Management, LLC | 17.31% | Reduce -0.8% | 381,712 | $23.7M |
| Bank Hapoalim BM | 3.18% | No change | 380,000 | $23.6M |
| Ascension Capital Advisors, Inc. | 13.00% | Add +30.0% | 376,811 | $23.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -77.2% | 374,646 | $23.3M |
| Financial Management Professionals, Inc. | 3.39% | Reduce -0.3% | 370,096 | $23.0M |
| St. Johns Investment Management Company, LLC | 10.79% | Reduce -8.8% | 362,305 | $22.5M |
| Sprinkle Financial Consultants LLC | 19.04% | Reduce -0.6% | 359,320 | $22.3M |
| Main Street Financial Solutions, LLC | 2.37% | Add +0.3% | 357,644 | $22.2M |
| D.B. Root & Company, LLC | 7.49% | Add +12.8% | 356,941 | $22.2M |
| Asset Dedication, LLC | 1.65% | Add +2.0% | 355,846 | $22.1M |
| Strategic Equity Management | 17.67% | Add +25.5% | 340,765 | $21.1M |
| St. Louis Trust Co | 3.28% | Reduce -6.8% | 338,699 | $21.0M |
| Carr Financial Group Corp | 6.96% | Add +11.1% | 337,072 | $20.9M |
| Valley Forge Investment Consultants Inc. Adv | 8.00% | Reduce -3.9% | 330,278 | $20.5M |
| Cwm, LLC | 0.10% | Reduce -7.6% | 326,118 | $20.2M |
| Northwest Capital Management Inc | 6.42% | Reduce -1.6% | 323,054 | $20.0M |
| Sound View Wealth Advisors Group, LLC | 2.13% | Reduce -1.6% | 322,145 | $20.0M |
| Provident Wealth Management, LLC | 7.33% | Reduce -1.9% | 315,510 | $19.6M |
| Salem Investment Counselors Inc. | 0.64% | Add +0.8% | 313,480 | $19.5M |
| Anchor Investment Management, LLC | 2.00% | Add +2.5% | 307,664 | $19.1M |
| MAI Capital Management | 0.20% | Add +7.1% | 306,360 | $19.0M |
| Sage Financial Management Group, Inc. | 8.94% | Add +4.5% | 304,251 | $18.9M |
| Pillar Wealth Advisors, LLC | 14.26% | Reduce -7.7% | 304,233 | $18.9M |
| Ancora Advisors LLC | 0.43% | Reduce -3.1% | 301,691 | $18.7M |
| Hengehold Capital Management LLC | 1.98% | Reduce -3.5% | 299,518 | $18.6M |
| Truist Financial Corp. | 0.03% | Reduce -47.9% | 298,507 | $18.5M |
| Bell Investment Advisors, Inc | 3.60% | Add +3.9% | 297,130 | $18.4M |
| Koesten, Hirschmann & Crabtree, INC. | 11.72% | Reduce -4.2% | 294,118 | $18.3M |
| Clearwater Capital Advisors, LLC | 1.93% | Reduce -3.0% | 292,309 | $18.1M |
| Ethos Financial Group, LLC | 3.44% | Add +4.0% | 288,566 | $18.0M |
| Lowe Brockenbrough & Co. Inc. | 1.21% | Reduce -1.7% | 289,749 | $18.0M |
| WBH Advisory Inc. | 1.85% | Add +0.1% | 289,602 | $18.0M |
| Blue Bell Private Wealth Management, LLC | 3.79% | Reduce -5.5% | 284,943 | $17.7M |
| Cetera Investment Advisers | 0.04% | Add +1147.8% | 282,210 | $17.5M |
| Wealthcare Advisory Partners LLC | 0.55% | Reduce -30.8% | 270,737 | $16.8M |
| Cobblestone Capital Advisors LLC | 1.04% | Add +26.1% | 266,247 | $16.5M |
| FMR LLC | 0.00% | Add +15.5% | 265,035 | $16.4M |
| Sheets Smith Wealth Management | 1.84% | Reduce -47.1% | 264,199 | $16.4M |
| Abound Wealth Management | 6.18% | Reduce -1.1% | 261,424 | $16.2M |
| Black Diamond Financial, LLC | 4.36% | No change | 286,185 | $16.1M |
| B & T Capital Management DBA Alpha Capital Management | 3.15% | Reduce -1.3% | 259,969 | $16.1M |
| Coldstream Capital Management Inc. | 0.41% | Reduce -3.5% | 258,441 | $16.0M |
| Prosperity Wealth Management, Inc. | 7.55% | Add +8.0% | 256,669 | $15.9M |
| Buckingham Strategic Wealth, LLC | 0.17% | Add +1.3% | 255,869 | $15.9M |
| BCS Wealth Management | 5.08% | Reduce -1.3% | 255,338 | $15.8M |
| Leavell Investment Management, Inc. | 0.87% | Reduce -1.2% | 242,116 | $15.0M |
| Betterment LLC | 0.04% | Add +49.9% | 237,030 | $14.7M |
| Essex LLC | 3.37% | Add +6.0% | 235,830 | $14.6M |
| Hart & Patterson Financial Group LLC | 7.20% | Reduce -49.6% | 234,178 | $14.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -7.7% | 229,565 | $14.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.44% | Add +1.7% | 229,179 | $14.2M |
| Transamerica Financial Advisors, LLC | 1.43% | Add +15.9% | 226,343 | $14.0M |
| Focus Financial Network, Inc. | 0.66% | — | 227,560 | $13.5M |
| MCF Advisors LLC | 1.04% | Reduce -8.8% | 216,456 | $13.4M |
| Lutz Financial Services LLC | 1.15% | Reduce -1.3% | 212,303 | $13.2M |
| Csenge Advisory Group | 0.73% | Reduce -6.6% | 210,610 | $13.1M |
| Councilor Wealth, LLC | 6.49% | Reduce -0.0% | 208,771 | $13.0M |
| Vantage Financial Partners, LLC | 3.47% | Add +1.3% | 207,878 | $12.9M |
| First National Corp. /Ma/ | 3.15% | Reduce -0.9% | 226,896 | $12.8M |
| Leisure Capital Management | 6.38% | Add +4.5% | 205,041 | $12.7M |
| Farther Finance Advisors, LLC | 0.77% | Add +56.9% | 203,630 | $12.6M |
| Arlington Trust Co LLC | 3.22% | No change | 201,676 | $12.5M |
| Tortoise Investment Management, LLC | 1.52% | Add +11.3% | 201,265 | $12.5M |
| Arcadia Investment Advisors LLC | 7.08% | Reduce -2.6% | 199,723 | $12.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.91% | Reduce -2.5% | 198,011 | $12.3M |
| Jones Financial Companies LLLP | 0.02% | Add +2.5% | 197,360 | $12.2M |
| Denver PWM, LLC | 4.72% | Reduce -49.5% | 199,662 | $12.2M |
| SWS Partners | 3.63% | Reduce -1.4% | 195,792 | $12.2M |
| Northern Trust Corp. | 0.00% | Reduce -0.4% | 188,553 | $11.7M |
| Private Capital Management LLC | 2.56% | Add +2.1% | 187,014 | $11.6M |
| Sensible Financial Planning & Management, LLC. | 2.54% | Reduce -3.2% | 185,414 | $11.5M |
| Trinity Legacy Partners, LLC | 3.36% | Reduce -28.5% | 185,096 | $11.5M |
| Sigma Planning Corp | 0.35% | Add +417.7% | 181,288 | $11.3M |
| Financial Advisory Group | 1.97% | Reduce -2.4% | 180,221 | $11.2M |
| Nottingham Advisors, Inc. | 1.35% | Reduce -2.4% | 177,213 | $11.0M |
| IFP Advisors, Inc | 0.48% | Reduce -3.1% | 176,200 | $10.9M |
| Revolve Wealth Partners, LLC | 1.87% | Reduce -0.1% | 176,001 | $10.9M |
| Allen Capital Group, LLC | 1.56% | Add +0.3% | 172,838 | $10.7M |
| Cooper/Haims Advisors, LLC | 6.09% | Reduce -3.3% | 168,879 | $10.5M |
| Lodestar Private Asset Management LLC | 1.49% | Add +0.4% | 168,631 | $10.5M |
| Investors Research Corp | 2.43% | Add +2.2% | 167,238 | $10.4M |
| Redhawk Wealth Advisors, Inc. | 1.69% | Add +11.6% | 167,089 | $10.4M |
| Planning Alternatives Ltd. | 1.68% | Reduce -2.7% | 164,961 | $10.2M |
| MML Investors Services, LLC | 0.04% | Add +5.3% | 163,413 | $10.1M |
| G2 Capital Management, LLC / Oh | 3.25% | Reduce -0.7% | 162,660 | $10.1M |
| Forte Capital LLC | 1.25% | Add +78.6% | 162,325 | $10.1M |
| R. W. Roge & Company, Inc. | 6.06% | Reduce -7.7% | 162,156 | $10.1M |
| North Star Asset Management Inc. | 0.47% | Reduce -1.2% | 161,596 | $10.0M |
| Debussy Capital Management LP | 2.92% | Add +6.7% | 161,879 | $10.0M |
| Montis Financial, LLC | 4.75% | Reduce -5.1% | 161,015 | $10.0M |
| CAP Partners, LLC | 8.75% | Reduce -8.4% | 159,706 | $9.9M |
| Morling Financial Advisors, LLC | 5.65% | Reduce -2.3% | 159,118 | $9.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.30% | Reduce -5.6% | 158,556 | $9.8M |
| AQR Capital Management | 0.02% | New | 156,928 | $9.7M |
| NorthRock Partners, LLC | 0.36% | Reduce -21.6% | 151,322 | $9.4M |
| Cahill Financial Advisors Inc. | 1.28% | Reduce -28.6% | 150,917 | $9.4M |
| Farrell Financial LLC | 7.63% | Reduce -2.0% | 150,198 | $9.3M |
| Foundations Investment Advisors, LLC | 0.24% | Add +33.0% | 150,070 | $9.3M |
| Northwest Investment Counselors, LLC | 2.25% | Add +0.8% | 149,091 | $9.3M |
| Strategic Family Wealth Counselors, L.L.C. | 3.64% | Add +1.4% | 148,327 | $9.2M |
| Castle Wealth Management LLC | 4.70% | Reduce -3.8% | 144,729 | $9.0M |
| Wealthspire Retirement, LLC | 0.76% | Reduce -27.3% | 141,294 | $8.8M |
| Equitable Holdings, Inc. | 0.10% | Add +0.4% | 140,652 | $8.7M |
| Gladstone Institutional Advisory LLC | 0.47% | Add +6.8% | 139,203 | $8.6M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -1.0% | 138,448 | $8.6M |
| Lake Street Advisors Group, LLC | 0.40% | No change | 137,847 | $8.6M |
| American Money Management, LLC | 1.77% | Reduce -0.3% | 136,854 | $8.5M |
| RTD Financial Advisors, Inc. | 1.14% | Reduce -0.1% | 136,711 | $8.5M |
| Voisard Asset Management Group, Inc. | 4.77% | Reduce -3.5% | 136,513 | $8.5M |
| Patriot Investment Management Group, Inc. | 0.66% | Reduce -11.9% | 135,072 | $8.4M |
| CVA Family Office, LLC | 1.50% | Add +0.1% | 135,013 | $8.4M |
| AA Financial Advisors, LLC | 3.37% | Reduce -1.6% | 134,752 | $8.4M |
| Peapack Gladstone Financial Corp. | 0.13% | Add +25.6% | 133,864 | $8.3M |
| Elevation Wealth Partners, LLC | 4.11% | Add +8.1% | 132,683 | $8.2M |
| Ami Investment Management Inc. | 2.98% | Reduce -2.7% | 132,118 | $8.2M |
| Jane Street Group, LLC | 0.01% | New | 131,521 | $8.2M |
| Brand Asset Management Group, Inc. | 3.42% | Reduce -2.8% | 128,077 | $7.9M |
| Pacific Capital Wealth Advisors, Inc. | 1.87% | Reduce -0.8% | 127,840 | $7.9M |
| American Trust | 0.66% | Reduce -82.6% | 127,018 | $7.9M |
| MBA Advisors LLC | 4.07% | Reduce -1.2% | 126,685 | $7.9M |
| Clear Rock Advisors, LLC | 3.39% | Reduce -2.0% | 125,783 | $7.8M |
| Element Wealth, LLC | 4.57% | Reduce -0.5% | 125,770 | $7.8M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -8.0% | 124,574 | $7.7M |
| Raine Group LLC | 51.32% | Add +0.2% | 123,087 | $7.6M |
| Consilium Wealth Advisory, LLC | 4.17% | Add +1.4% | 119,506 | $7.4M |
| Grant Street Asset Management, Inc. | 2.39% | Reduce -5.1% | 118,453 | $7.4M |
| Ironwood Wealth Management, LLC. | 2.38% | Reduce -4.3% | 118,221 | $7.3M |
| U.S. Capital Wealth Advisors, LLC | 0.29% | Add +4.7% | 117,989 | $7.3M |
| Lee Financial Co | 1.22% | Reduce -2.4% | 117,804 | $7.3M |
| Townsquare Capital LLC | 0.11% | Reduce -74.8% | 117,041 | $7.3M |
| Red Tortoise LLC | 4.05% | Reduce -1.3% | 116,859 | $7.3M |
| Muirfield Wealth Advisors LLC | 6.96% | Reduce -1.9% | 116,464 | $7.2M |
| Oakwell Private Wealth Management, LLC | 2.18% | Reduce -0.3% | 115,567 | $7.2M |
| Up Strategic Wealth Investment Advisors LLC | 11.71% | Add +8.6% | 115,316 | $7.2M |
| Flputnam Investment Management Co. | 0.15% | Add +6.5% | 114,393 | $7.1M |
| Private Advisor Group, LLC | 0.05% | Reduce -6.1% | 113,980 | $7.1M |
| Krilogy Financial LLC | 0.54% | Reduce -0.6% | 112,405 | $7.0M |
| Legacy Private Trust Co. | 0.51% | Reduce -12.0% | 111,425 | $6.9M |
| Truepoint, Inc. | 0.20% | Reduce -8.0% | 111,071 | $6.9M |
| United Advisor Group, LLC | 2.57% | Reduce -32.0% | 110,211 | $6.8M |
| Paulson Wealth Management Inc. | 2.01% | Reduce -2.0% | 110,031 | $6.8M |
| Grey Street Capital, LLC | 0.91% | New | 108,766 | $6.8M |
| Carmichael Hill & Associates, Inc. | 2.71% | Add +2.2% | 105,961 | $6.6M |
| ETF Store, Inc. | 3.75% | Reduce -2.7% | 105,921 | $6.6M |
| Walkner Condon Financial Advisors LLC | 1.38% | Add +7.4% | 104,950 | $6.5M |
| Lincoln National Corp. | 0.10% | Add +17.3% | 104,084 | $6.5M |
| Gradient Capital Advisors, LLC | 2.37% | Reduce -6.1% | 104,081 | $6.5M |
| Sentinel Pension Advisors, LLC | 1.36% | Reduce -0.1% | 102,747 | $6.4M |
| Circle Wealth Management, LLC | 0.16% | Add +0.2% | 102,465 | $6.4M |
| NewEdge Advisors, LLC | 0.06% | Add +14.9% | 102,103 | $6.3M |
| Nicollet Investment Management, Inc. | 2.33% | Reduce -10.8% | 101,689 | $6.3M |
| Shelton Wealth Management, LLC | 3.97% | Reduce -5.3% | 101,635 | $6.3M |
| Harbor Group, Inc. | 1.65% | Reduce -1.4% | 101,043 | $6.3M |
| MBL Wealth, LLC | 0.71% | Add +2.5% | 100,630 | $6.2M |
| Cornerstone Wealth Advisors, Inc. | 1.91% | Reduce -4.7% | 99,966 | $6.2M |
| MinichMacGregor Wealth Management, LLC | 1.57% | Reduce -1.6% | 99,400 | $6.2M |
| Blackhawk Capital Partners, LLC | 3.83% | Reduce -6.4% | 99,009 | $6.1M |
| Arcataur Capital Management LLC | 2.20% | Reduce -2.6% | 98,498 | $6.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.80% | Reduce -10.8% | 97,921 | $6.1M |
| US Bancorp \de | 0.01% | Reduce -47.4% | 97,842 | $6.1M |
| Legacy Financial Group, Inc. | 2.39% | Reduce -6.1% | 97,812 | $6.1M |
| Omega Financial Group, LLC | 2.45% | Add +2.7% | 96,523 | $6.0M |
| Exchange Capital Management, Inc. | 0.96% | Reduce -8.6% | 95,066 | $5.9M |
| Arbor Trust Wealth Advisors, LLC | 3.23% | Reduce -1.1% | 96,465 | $5.9M |
| Rosenberg Matthew Hamilton | 1.70% | Reduce -3.5% | 94,890 | $5.9M |
| Sfmg, LLC | 0.51% | Reduce -0.1% | 94,715 | $5.9M |
| Bartlett & Co. Wealth Management LLC | 0.09% | Add +5.5% | 94,708 | $5.9M |
| Perigon Wealth Management, LLC | 0.18% | Reduce -29.7% | 93,705 | $5.8M |
| Bigelow Investment Advisors, LLC | 2.83% | Reduce -0.3% | 92,697 | $5.8M |
| Waverly Advisors, LLC | 0.14% | Add +163.0% | 92,679 | $5.8M |
| Clayton Financial Group LLC | 2.61% | Add +8.0% | 92,321 | $5.7M |
| Mission Wealth Management, LP | 0.15% | Add +39.0% | 92,265 | $5.7M |
| Raymond James & Associates | 0.00% | Add +0.1% | 92,072 | $5.7M |
| Madden Advisory Services, Inc. | 2.98% | Reduce -5.5% | 91,203 | $5.7M |
| LongView Wealth Management | 2.23% | Add +14.7% | 90,626 | $5.6M |
| Guardian Financial Partners, LLC | 3.85% | Add +8.0% | 90,574 | $5.6M |
| Santori & Peters, Inc. | 2.43% | Reduce -2.1% | 90,489 | $5.6M |
| Triangle Securities Wealth Management | 1.59% | Add +2.0% | 89,823 | $5.6M |
| Curbstone Financial Management Corp | 1.19% | Add +5.0% | 88,600 | $5.5M |
| Atria Investments, Inc | 0.08% | Add +53.9% | 88,385 | $5.5M |
| Droms Strauss Advisors Inc. /Mo/ | 2.00% | Add +5.1% | 87,907 | $5.5M |
| Berkshire Asset Management LLC | 0.29% | Add +5.4% | 86,810 | $5.4M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -0.6% | 86,534 | $5.4M |
| Barden Capital Management, Inc. | 5.16% | Reduce -34.4% | 86,034 | $5.3M |
| Nova R Wealth, Inc. | 2.76% | New | 85,031 | $5.3M |
| Aspiriant, LLC | 0.22% | Reduce -1.9% | 84,776 | $5.3M |
| Klingenstein Fields & Co. LP | 0.22% | Reduce -2.9% | 84,739 | $5.3M |
| Phillips Financial Management, LLC | 0.43% | Reduce -1.0% | 84,273 | $5.2M |
| Vise Technologies, Inc. | 1.03% | Reduce -8.9% | 84,156 | $5.2M |
| Birchbrook, Inc. | 3.10% | Reduce -15.1% | 83,869 | $5.2M |
| Sage Mountain Advisors LLC | 0.54% | Add +0.2% | 83,031 | $5.2M |
| Tempus Wealth Planning, LLC | 2.20% | Reduce -3.7% | 80,549 | $5.0M |
| Procyon Advisors, LLC | 0.39% | Reduce -31.8% | 80,430 | $5.0M |
| Lido Advisors, LLC | 0.04% | New | 80,252 | $5.0M |
| West Oak Capital, LLC | 2.12% | Add +6.4% | 80,221 | $5.0M |
| Bailard, Inc. | 0.14% | Add +4.2% | 78,920 | $4.9M |
| Consolidated Portfolio Review Corp | 1.28% | Add +1.6% | 78,582 | $4.9M |
| PFG Investments, LLC | 0.29% | New | 78,582 | $4.9M |
| Carolina Wealth Advisors, LLC | 2.62% | Reduce -3.7% | 77,783 | $4.8M |
| Hantz Financial Services, Inc. | 0.09% | Reduce -4.3% | 76,836 | $4.8M |
| Cedar Brook Financial Partners, LLC | 0.93% | Reduce -2.0% | 75,777 | $4.7M |
| Connectus Wealth, LLC | 0.13% | Reduce -3.6% | 75,548 | $4.7M |
| Berkeley, Inc | 2.83% | Reduce -2.7% | 75,318 | $4.7M |
| Mutual Advisors, LLC | 0.15% | Reduce -1.6% | 75,207 | $4.7M |
| Financial Advisors, LLC | 0.96% | Add +0.1% | 75,005 | $4.7M |
| SigFig Wealth Management, LLC | 0.17% | Add +33.0% | 80,802 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -25.5% | 74,099 | $4.6M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Reduce -8.7% | 89,996 | $4.6M |
| Van Cleef Asset Management,Inc | 0.57% | Add +6.6% | 73,266 | $4.5M |
| Mengis Capital Management, Inc. | 0.70% | Add +0.6% | 73,131 | $4.5M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +3.4% | 72,871 | $4.5M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -1.7% | 72,699 | $4.5M |
| Parallel Advisors, LLC | 0.12% | Reduce -1.1% | 72,160 | $4.5M |
| Peak Financial Management, Inc. | 1.42% | Reduce -1.9% | 72,078 | $4.5M |
| AlphaCore Capital LLC | 1.18% | Add +9.0% | 71,357 | $4.4M |
| Savvy Advisors, Inc. | 2.55% | Reduce -3.3% | 71,268 | $4.4M |
| Hutchens & Kramer Investment Management Group, LLC | 2.58% | Reduce -17.7% | 70,477 | $4.4M |
| Exencial Wealth Advisors, LLC | 0.16% | Reduce -43.1% | 70,221 | $4.4M |
| Axxcess Wealth Management, LLC | 0.12% | Reduce -14.7% | 68,492 | $4.3M |
| Van Strum & Towne Inc. | 1.54% | Add +16.6% | 68,150 | $4.2M |
| InterOcean Capital Group, LLC | 0.10% | Reduce -11.5% | 68,040 | $4.2M |
| Missouri Trust & Investment Co | 1.62% | Reduce -1.5% | 67,845 | $4.2M |
| Sigma Investment Counselors Inc. | 0.27% | Add +1.1% | 67,792 | $4.2M |
| Integrated Advisors Network LLC | 0.21% | Reduce -1.8% | 66,598 | $4.1M |
| Winthrop Advisory Group LLC | 0.59% | Reduce -4.7% | 65,879 | $4.1M |
| Bank of Montreal | 0.00% | Add +11.6% | 65,731 | $4.1M |
| Napatree Capital LLC | 3.91% | Add +12.1% | 67,931 | $4.0M |
| Sharkey, Howes & Javer | 0.66% | Reduce -12.2% | 64,898 | $4.0M |
| Pathstone Holdings, LLC | 0.02% | Add +11.2% | 63,583 | $3.9M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Reduce -0.2% | 63,462 | $3.9M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -6.7% | 63,414 | $3.9M |
| Pinion Investment Advisors, LLC | 2.04% | Reduce -0.4% | 63,371 | $3.9M |
| Trivium Point Advisory, LLC | 0.84% | Add +21.6% | 63,106 | $3.9M |
| PFG Advisors | 0.28% | Add +11.5% | 62,697 | $3.9M |
| Valmark Advisers, Inc. | 0.07% | Add +0.9% | 62,353 | $3.9M |
| Eagle Capital Management, LLC | 1.74% | Add +2.3% | 62,243 | $3.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -54.8% | 61,875 | $3.8M |
| Cynosure Group, LLC | 0.69% | Add +0.0% | 61,750 | $3.8M |
| Hanseatic Management Services Inc. | 5.80% | Reduce -5.3% | 61,675 | $3.8M |
| Merriman Wealth Management, LLC | 0.17% | Add +2.0% | 61,463 | $3.8M |
| Summit Place Financial Advisors, LLC | 2.21% | Reduce -0.4% | 60,671 | $3.8M |
| Waterloo Capital, L.P. | 0.48% | Reduce -2.3% | 60,641 | $3.8M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -0.1% | 60,179 | $3.7M |
| Brookstone Capital Management | 0.07% | Reduce -16.3% | 60,054 | $3.7M |
| Empowered Funds, LLC | 0.07% | New | 59,387 | $3.7M |
| Cambridge Financial Group, LLC | 1.74% | Reduce -0.7% | 58,993 | $3.7M |
| Summit Financial Strategies, Inc. | 0.51% | Reduce -1.0% | 58,694 | $3.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -2.2% | 58,479 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.0% | 58,477 | $3.6M |
| Thrive Wealth Management, LLC | 0.74% | Add +76.9% | 57,441 | $3.6M |
| Advisory Services Network, LLC | 0.08% | Add +3.4% | 57,209 | $3.6M |
| RHS Financial, LLC | 2.07% | Reduce -8.5% | 57,133 | $3.5M |
| Asset Management Group, Inc. | 0.54% | Add +0.3% | 57,012 | $3.5M |
| Hollencrest Capital Management | 0.16% | Reduce -0.1% | 56,086 | $3.5M |
| MeadowBrook Investment Advisors LLC | 3.29% | Reduce -0.3% | 55,996 | $3.5M |
| Ignite Planners, LLC | 0.97% | Add +0.1% | 55,788 | $3.5M |
| Elite Life Management LLC | 16.88% | Add +12.2% | 55,574 | $3.4M |
| Ausdal Financial Partners, Inc. | 0.40% | Add +10.4% | 55,103 | $3.4M |
| Sand Hill Global Advisors, LLC | 0.16% | No change | 54,130 | $3.4M |
| Asset Planning Services Inc. /La/ | 1.84% | Reduce -2.6% | 52,937 | $3.3M |
| Naples Global Advisors, LLC | 0.33% | Add +9.7% | 52,686 | $3.3M |
| Dakota Wealth Management | 0.08% | Add +4.4% | 52,213 | $3.2M |
| Beaumont Financial Advisors, LLC | 0.27% | Add +0.2% | 51,788 | $3.2M |
| Poehling Capital Management, INC. | 0.85% | No change | 51,236 | $3.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.7% | 50,933 | $3.2M |
| Next Capital Management LLC | 1.27% | Reduce -2.5% | 50,438 | $3.1M |
| Heritage Trust Co | 0.41% | Reduce -20.0% | 49,600 | $3.1M |
| Avior Wealth Management, LLC | 0.14% | Add +5.1% | 49,282 | $3.1M |
| Edge Capital Group, LLC | 0.15% | Reduce -2.5% | 48,858 | $3.0M |
| Ieq Capital, LLC | 0.04% | Add +0.0% | 48,825 | $3.0M |
| Western Wealth Management, LLC | 0.23% | Reduce -33.5% | 48,580 | $3.0M |
| Broadview Financial Management, LLC | 2.16% | Reduce -5.7% | 47,834 | $3.0M |
| Fagan Associates, Inc. | 0.55% | Add +0.7% | 47,535 | $3.0M |
| 1900 Wealth Management LLC | 0.27% | Reduce -0.9% | 47,362 | $2.9M |
| One Capital Management, LLC | 0.11% | Reduce -1.8% | 46,986 | $2.9M |
| Wedmont Private Capital | 0.21% | Add +1.6% | 47,161 | $2.9M |
| Condor Capital Management | 0.28% | Reduce -0.4% | 46,701 | $2.9M |
| VanderPol Investments L.L.C. | 8.29% | Add +16.5% | 46,568 | $2.9M |
| Somerset Group LLC | 2.71% | Add +5.1% | 46,487 | $2.9M |
| GW Henssler & Associates Ltd. | 0.17% | Reduce -1.5% | 46,340 | $2.9M |
| Kathmere Capital Management, LLC | 0.33% | Reduce -0.6% | 46,120 | $2.9M |
| Brighton Jones LLC | 0.10% | Reduce -2.6% | 46,039 | $2.9M |
| Flower City Capital | 1.87% | Reduce -2.3% | 45,441 | $2.8M |
| Abbrea Capital, LLC | 0.37% | Reduce -0.4% | 45,120 | $2.8M |
| C M Bidwell & Associates Ltd. | 1.90% | Reduce -4.5% | 44,989 | $2.8M |
| VERITY Wealth Advisors | 2.14% | Reduce -0.6% | 44,917 | $2.8M |
| World Investment Advisors | 0.40% | Add +109.4% | 44,539 | $2.8M |
| Econ Financial Services Corp | 1.71% | Reduce -36.9% | 44,327 | $2.8M |
| Roundview Capital LLC | 0.22% | Add +0.1% | 44,171 | $2.7M |
| Valeo Financial Advisors, LLC | 0.10% | Add +2.9% | 45,488 | $2.7M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Reduce -3.3% | 43,881 | $2.7M |
| Mosaic Family Wealth Partners, LLC | 0.45% | Reduce -5.9% | 43,695 | $2.7M |
| Financial Counselors Inc. | 0.05% | Reduce -0.3% | 43,210 | $2.7M |
| John W. Brooker & Co., CPAs | 1.44% | Add +9.3% | 43,143 | $2.7M |
| TD Private Client Wealth LLC | 0.09% | Add +23.0% | 43,039 | $2.7M |
| Johnson Financial Group, LLC | 0.33% | Reduce -0.1% | 42,558 | $2.6M |
| Clear Investment Research, LLC | 3.54% | Reduce -0.2% | 42,436 | $2.6M |
| Elmwood Wealth Management, Inc. | 1.13% | Add +165.2% | 42,411 | $2.6M |
| Lazard Asset Management LLC | 0.00% | No change | 42,314 | $2.6M |
| Cabot Wealth Management Inc. | 0.34% | Reduce -19.0% | 42,156 | $2.6M |
| BOK Financial Private Wealth, Inc. | 0.19% | Reduce -6.8% | 41,840 | $2.6M |
| Mainstay Capital Management LLC | 0.49% | Reduce -0.8% | 41,789 | $2.6M |
| Jackson Creek Investment Advisors LLC | 0.92% | Reduce -2.5% | 41,711 | $2.6M |
| Elgethun Capital Management | 0.64% | Reduce -1.7% | 40,954 | $2.5M |
| Prudential Financial Inc. | 0.00% | Add +20.0% | 40,416 | $2.5M |
| Advisors Management Group Inc. | 0.62% | Add +1.8% | 40,309 | $2.5M |
| Bleakley Financial Group, LLC | 0.07% | Reduce -0.9% | 40,278 | $2.5M |
| Simplicity Wealth,LLC | 0.06% | New | 40,278 | $2.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -6.3% | 40,219 | $2.5M |
| Avantax Planning Partners, Inc. | 0.08% | Add +10.8% | 40,110 | $2.5M |
| Game Plan Financial Advisors, LLC | 1.43% | Reduce -1.6% | 39,926 | $2.5M |
| Values Added Financial LLC | 1.93% | Reduce -1.7% | 39,865 | $2.5M |
| Freestone Capital Holdings, LLC | 0.09% | Add +4.8% | 39,427 | $2.4M |
| S.E.E.D. Planning Group LLC | 0.89% | Add +26.0% | 39,371 | $2.4M |
| Seneca Financial Advisors LLC | 1.30% | Reduce -2.1% | 39,279 | $2.4M |
| Front Row Advisors LLC | 0.90% | Reduce -0.1% | 39,131 | $2.4M |
| Zacks Investment Management | 0.03% | No change | 39,066 | $2.4M |
| WealthShield Partners, LLC | 0.39% | Add +4.0% | 39,021 | $2.4M |
| Stordahl Capital Management, Inc. | 0.61% | Reduce -2.9% | 38,963 | $2.4M |
| Joseph P. Lucia & Associates, LLC | 1.29% | Add +1.6% | 38,869 | $2.4M |
| Nicholas Hoffman & Company, LLC. | 0.12% | Add +0.2% | 38,542 | $2.4M |
| Visionary Wealth Advisors | 0.16% | Add +8.0% | 38,385 | $2.4M |
| Diversify Advisory Services, LLC | 0.14% | — | 38,417 | $2.4M |
| Sebold Capital Management, Inc. | 1.61% | Reduce -1.2% | 38,328 | $2.4M |
| Plancorp, LLC | 0.10% | Add +0.7% | 37,965 | $2.4M |
| Imprint Wealth LLC | 0.57% | New | 37,707 | $2.3M |
| Pittenger & Anderson Inc. | 0.09% | Reduce -4.3% | 37,462 | $2.3M |
| Wealth Group Ltd | 0.71% | No change | 39,578 | $2.3M |
| FAS Wealth Partners, Inc. | 0.20% | Reduce -1.3% | 36,899 | $2.3M |
| Mitchell Capital Management Co. | 0.44% | Reduce -1.0% | 36,817 | $2.3M |
| Smith Anglin Financial, LLC | 0.23% | Reduce -26.0% | 36,422 | $2.3M |
| Traphagen Investment Advisors LLC | 0.24% | Reduce -2.4% | 36,323 | $2.3M |
| Zimmermann Investment Management & Planning LLC | 0.81% | Reduce -6.2% | 36,046 | $2.2M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -2.7% | 35,536 | $2.2M |
| Townsend Asset Management Corp. /NC/ | 0.88% | Reduce -8.6% | 35,480 | $2.2M |
| CCG Wealth Management, LLC | 1.32% | Reduce -16.5% | 35,351 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.5% | 35,290 | $2.2M |
| Garde Capital, Inc. | 0.15% | Reduce -0.1% | 34,789 | $2.2M |
| Spire Wealth Management | 0.04% | Add +5.6% | 34,610 | $2.1M |
| Fifth Third Securities, Inc. | 0.20% | Reduce -7.7% | 33,718 | $2.1M |
| FinDec Wealth Services, Inc. | 1.29% | Reduce -1.6% | 33,182 | $2.1M |
| Phocas Financial Corp. | 0.23% | No change | 33,168 | $2.1M |
| Zhang Financial LLC | 0.15% | Reduce -18.8% | 32,870 | $2.0M |
| Wealthcare Capital Management LLC | 0.23% | Reduce -46.7% | 32,863 | $2.0M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -29.9% | 32,836 | $2.0M |
| Empower Advisory Group, LLC | 0.01% | Reduce -24.8% | 32,519 | $2.0M |
| International Private Wealth Advisors LLC | 3.85% | Reduce -7.8% | 32,184 | $2.0M |
| Duncker Streett & Co. Inc. | 0.39% | Reduce -7.1% | 32,144 | $2.0M |
| Grant/GrossMendelsohn, LLC | 0.93% | Add +26.2% | 32,308 | $2.0M |
| Wynn Capital, LLC | 1.53% | Reduce -1.6% | 32,005 | $2.0M |
| Capital Advisors Inc. | 0.04% | Add +15.7% | 31,706 | $2.0M |
| Verum Partners LLC | 0.70% | Reduce -3.7% | 31,696 | $2.0M |
| WealthPLAN Partners, LLC | 0.20% | Reduce -2.4% | 31,456 | $2.0M |
| Caprock Group, LLC | 0.11% | Add +0.0% | 31,203 | $1.9M |
| Stevens Capital Partners | 1.15% | Reduce -12.2% | 31,106 | $1.9M |
| Rovin Capital /Ut/ | 0.79% | Add +0.5% | 31,047 | $1.9M |
| Virtue Capital Management, LLC | 0.34% | New | 31,551 | $1.9M |
| Outfitters Financial LLC | 1.57% | Reduce -0.6% | 30,765 | $1.9M |
| American Investment Services, Inc. | 0.33% | No change | 30,260 | $1.9M |
| AdvisorNet Financial, Inc | 0.18% | Add +3.4% | 30,250 | $1.9M |
| Pettyjohn, Wood & White, Inc. | 0.37% | No change | 30,214 | $1.9M |
| Clear Point Advisors Inc. | 1.52% | Add +0.5% | 29,784 | $1.8M |
| Paces Ferry Wealth Advisors, LLC | 1.18% | Reduce -18.6% | 29,749 | $1.8M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Add +2.0% | 29,743 | $1.8M |
| Simon Quick Advisors, LLC | 0.14% | Add +1.3% | 29,499 | $1.8M |
| Alpha Omega Wealth Management LLC | 0.34% | Reduce -0.6% | 29,388 | $1.8M |
| Riverpoint Wealth Management Holdings, LLC | 0.51% | Add +0.0% | 29,316 | $1.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.28% | Reduce -2.3% | 29,285 | $1.8M |
| RIA Advisory Group LLC | 0.73% | New | 29,257 | $1.8M |
| Relyea Zuckerberg Hanson LLC | 0.32% | Add +0.3% | 29,114 | $1.8M |
| Stockman Wealth Management, Inc. | 0.32% | Reduce -3.7% | 28,847 | $1.8M |
| Compass Financial Group, INC | 0.41% | Add +3.2% | 28,729 | $1.8M |
| SeaCrest Wealth Management, LLC | 0.22% | Reduce -2.5% | 28,696 | $1.8M |
| Dechtman Wealth Management, LLC | 0.41% | Add +0.3% | 28,579 | $1.8M |
| Davidson Trust Co. | 1.03% | No change | 28,536 | $1.8M |
| Worth Asset Management, LLC | 1.09% | Reduce -22.8% | 28,509 | $1.8M |
| Vision Capital Management, Inc. | 0.26% | Reduce -2.9% | 28,324 | $1.8M |
| YHB Investment Advisors, Inc. | 0.16% | Add +0.7% | 28,304 | $1.8M |
| Blair William & Co. | 0.01% | Add +3.3% | 28,203 | $1.8M |
| Tritonpoint Wealth, LLC | 0.18% | Reduce -0.1% | 30,982 | $1.7M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Add +0.2% | 28,006 | $1.7M |
| Millennium Capital Advisors, LLC | 1.23% | Add +4.5% | 27,935 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.17% | Reduce -7.0% | 27,863 | $1.7M |
| Capital Advantage, Inc. | 0.35% | Add +0.9% | 27,757 | $1.7M |
| Calamos Advisors LLC | 0.01% | Add +3.0% | 27,513 | $1.7M |
| LBMC Investment Advisors, LLC | 0.15% | Add +0.0% | 27,426 | $1.7M |
| Godsey & Gibb, Inc. | 0.18% | Add +8.9% | 27,392 | $1.7M |
| Global Retirement Partners, LLC | 0.06% | Reduce -8.8% | 27,361 | $1.7M |
| Hurlow Wealth Management Group, Inc. | 0.60% | Reduce -2.6% | 27,315 | $1.7M |
| Market Street Wealth Management Advisors LLC | 0.30% | Reduce -2.0% | 27,272 | $1.7M |
| Petra Financial Advisors Inc. | 1.24% | No change | 29,497 | $1.7M |
| Weaver Capital Management LLC | 0.48% | Reduce -41.1% | 27,182 | $1.7M |
| Independent Financial Group, LLC | 0.08% | Reduce -1.0% | 27,034 | $1.7M |
| JFS Wealth Advisors, LLC | 0.13% | Add +4.2% | 26,632 | $1.7M |
| Cross Staff Investments Inc | 1.38% | Add +1.2% | 26,414 | $1.6M |
| Capital Planning LLC | 0.53% | Reduce -48.1% | 26,360 | $1.6M |
| Novare Capital Management LLC | 0.15% | Add +96.6% | 26,235 | $1.6M |
| FineMark National Bank & Trust | 0.06% | Reduce -4.0% | 26,060 | $1.6M |
| Bouchey Financial Group, Ltd. | 0.16% | Reduce -0.1% | 25,938 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.27% | Reduce -4.4% | 25,583 | $1.6M |
| AlTi Global, Inc. | 0.04% | Add +0.6% | 25,328 | $1.6M |
| Main Street Group, LTD | 0.76% | Reduce -0.1% | 25,244 | $1.6M |
| Financial Advocates Investment Management | 0.09% | Add +1.1% | 25,151 | $1.6M |
| CGN Advisors LLC | 0.20% | Reduce -0.3% | 25,028 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | Add +0.4% | 24,755 | $1.5M |
| Human Investing LLC | 0.30% | Reduce -1.1% | 24,415 | $1.5M |
| Commerce Bank | 0.01% | Reduce -0.7% | 24,408 | $1.5M |
| Tiaa Trust, National Association | 0.00% | Reduce -15.9% | 24,173 | $1.5M |
| Colorado Capital Management, Inc. | 0.86% | Add +430.1% | 23,929 | $1.5M |
| Badgley Phelps Wealth Managers, LLC | 0.04% | Reduce -9.6% | 23,892 | $1.5M |
| Hamilton Capital, LLC | 0.11% | Reduce -26.7% | 23,814 | $1.5M |
| Evanson Asset Management, LLC | 0.11% | Add +1.2% | 23,543 | $1.5M |
| Emergent Wealth Advisors, LLC | 1.26% | Add +51.4% | 23,479 | $1.5M |
| Geller Advisors LLC | 0.12% | Add +0.2% | 23,390 | $1.5M |
| Oldfather Financial Services, LLC | 0.60% | Reduce -12.2% | 23,371 | $1.5M |
| Aspen Investment Management Inc | 0.74% | Add +9.2% | 23,341 | $1.4M |
| Callan Capital, LLC | 0.13% | Reduce -6.4% | 23,252 | $1.4M |
| Clear Creek Financial Management, LLC | 0.18% | Reduce -1.1% | 23,176 | $1.4M |
| RE Dickinson Investment Advisors, LLC | 0.90% | Reduce -5.8% | 23,058 | $1.4M |
| Successful Portfolios LLC | 0.98% | Reduce -2.3% | 23,043 | $1.4M |
| Breakwater Investment Management | 0.65% | — | 22,879 | $1.4M |
| Holderness Investments Co. | 0.34% | Add +0.3% | 22,703 | $1.4M |
| American Financial Advisors, LLC | 0.20% | Add +2.0% | 22,623 | $1.4M |
| Abacus Planning Group, Inc. | 0.27% | Reduce -1.7% | 22,577 | $1.4M |
| Foster Group, Inc. | 0.07% | Add +15.1% | 22,530 | $1.4M |
| Comerica Bank | 0.01% | Add +24.8% | 22,431 | $1.4M |
| Jefferies Financial Group Inc. | 0.03% | No change | 22,357 | $1.4M |
| Wiser Advisor Group LLC | 2.16% | Reduce -0.4% | 22,245 | $1.4M |
| Adero Partners, LLC | 0.10% | Reduce -1.8% | 22,245 | $1.4M |
| Cherry Tree Wealth Management, LLC | 0.35% | Add +5.4% | 22,213 | $1.4M |
| Ifrah Financial Services, Inc. | 0.39% | Add +2.2% | 22,133 | $1.4M |
| Capital Advisors, Ltd. LLC | 0.18% | No change | 22,007 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | Add +42.4% | 22,142 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.3% | 21,777 | $1.4M |
| Principal Securities, Inc. | 0.04% | Add +22.4% | 21,660 | $1.3M |
| SpiderRock Advisors, LLC | 0.04% | — | 21,942 | $1.3M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +1.9% | 21,578 | $1.3M |
| IHT Wealth Management, LLC | 0.05% | Add +28.1% | 21,551 | $1.3M |
| Intrepid Capital Management Inc. | 0.86% | Add +0.0% | 21,441 | $1.3M |
| Sandy Spring Bank | 0.06% | Add +4.5% | 21,330 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -8.0% | 21,251 | $1.3M |
| Creative Financial Designs Inc. | 0.12% | Reduce -2.6% | 21,197 | $1.3M |
| Pinnacle Family Advisors, LLC | 0.70% | Add +20.5% | 21,193 | $1.3M |
| Chatham Capital Group, Inc. | 0.24% | Add +0.0% | 21,157 | $1.3M |
| Evolution Advisers, Inc. | 0.77% | No change | 21,039 | $1.3M |
| Spreng Capital Management, Inc. | 0.70% | Reduce -4.3% | 21,015 | $1.3M |
| Family Manage LLC | 0.24% | Reduce -3.6% | 20,982 | $1.3M |
| Pennsylvania Capital Management Inc. | 0.53% | Reduce -38.1% | 20,685 | $1.3M |
| Ironwood Financial, llc | 0.30% | Add +0.0% | 20,680 | $1.3M |
| Ulland Investment Advisors, LLC | 1.03% | Reduce -3.8% | 20,657 | $1.3M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.04% | Reduce -0.9% | 20,570 | $1.3M |
| Moneco Advisors, LLC | 0.20% | Reduce -46.5% | 20,523 | $1.3M |
| Capasso Planning Partners LLC | 0.52% | Add +20.2% | 20,277 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +5.6% | 20,103 | $1.2M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Reduce -4.3% | 20,013 | $1.2M |
| Signaturefd, LLC | 0.03% | Add +21.6% | 19,932 | $1.2M |
| First Foundation Advisors | 0.05% | Reduce -2.7% | 19,877 | $1.2M |
| MADDEN SECURITIES Corp | 0.56% | Reduce -3.1% | 19,534 | $1.2M |
| Park Edge Advisors, LLC | 0.34% | Reduce -20.6% | 19,524 | $1.2M |
| Alley Investment Management Company, LLC | 0.17% | Reduce -0.2% | 19,411 | $1.2M |
| Transcend Capital Advisors, LLC | 0.10% | No change | 19,257 | $1.2M |
| Tenret Co LLC | 0.84% | No change | 19,146 | $1.2M |
| Certuity, LLC | 0.10% | Add +19.0% | 18,963 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +3.2% | 18,880 | $1.2M |
| Joule Financial, LLC | 0.48% | Reduce -5.1% | 18,833 | $1.2M |
| Larson Financial Group LLC | 0.09% | Reduce -27.4% | 18,721 | $1.2M |
| Texas Yale Capital Corp. | 0.05% | Reduce -0.3% | 18,697 | $1.2M |
| Fortitude Advisory Group L.L.C. | 0.65% | Add +6.3% | 18,611 | $1.2M |
| Keybank National Association | 0.00% | Add +389.1% | 18,402 | $1.1M |
| Tilia Fiduciary Partners, Inc. | 0.92% | Add +61.3% | 18,342 | $1.1M |
| Everhart Financial Group, Inc. | 0.33% | Add +3.7% | 17,988 | $1.1M |
| Park Avenue Securities LLC | 0.01% | New | 17,872 | $1.1M |
| Aurora Private Wealth, Inc. | 0.96% | Add +8.0% | 17,849 | $1.1M |
| Plotkin Financial Advisors, LLC | 0.73% | Add +1.6% | 17,745 | $1.1M |
| Stone Summit Wealth LLC | 0.38% | Add +7.4% | 17,709 | $1.1M |
| Cutler Investment Counsel LLC | 0.15% | Add +0.2% | 17,680 | $1.1M |
| Evoke Wealth, LLC | 0.03% | Add +337.8% | 17,512 | $1.1M |
| Alternative Investment Advisors, LLC. | 0.65% | Reduce -3.0% | 17,533 | $1.1M |
| RFG Advisory, LLC | 0.04% | Reduce -3.0% | 17,405 | $1.1M |
| Carret Asset Management, LLC | 0.13% | Add +4.9% | 17,319 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +35.6% | 17,180 | $1.1M |
| Sachem Hill LLC | 0.25% | Reduce -2.0% | 16,960 | $1.1M |
| Lowery Thomas, LLC | 0.81% | Add +35.3% | 16,946 | $1.1M |
| Twele Capital Management, Inc. | 0.24% | Reduce -6.6% | 16,801 | $1.0M |
| Citigroup Inc. | 0.00% | Add +91.6% | 16,779 | $1.0M |
| AMG National Trust Bank | 0.03% | Add +0.1% | 16,778 | $1.0M |
| Carlson Capital Management | 0.05% | Reduce -77.6% | 16,701 | $1.0M |
| GenWealth Group, Inc. | 0.26% | Add +17.5% | 16,650 | $1.0M |
| Granite Bay Wealth Management, LLC | 0.59% | Reduce -98.5% | 16,628 | $1.0M |
| Vernal Point Advisors, LLC | 0.88% | No change | 16,602 | $1.0M |
| Compass Advisory Group LLC | 0.45% | Reduce -27.8% | 16,531 | $1.0M |
| Cozad Asset Management Inc. | 0.11% | Reduce -1.4% | 16,522 | $1.0M |
| AE Wealth Management LLC | 0.01% | Reduce -97.9% | 16,432 | $1.0M |
| Clearstead Advisors, LLC | 0.05% | Reduce -18.3% | 16,489 | $1.0M |
| Firestone Capital Management | 0.28% | Reduce -0.3% | 16,410 | $1.0M |
| Clarity Capital Advisors, LLC | 0.81% | Add +0.3% | 16,337 | $1.0M |
| Peak Asset Management, LLC | 0.20% | Reduce -0.4% | 16,217 | $1.0M |
| Venture Visionary Partners LLC | 0.05% | Reduce -3.9% | 15,955 | $990K |
| Bfsg, LLC | 0.13% | Reduce -1.0% | 15,918 | $988K |
| McKinley Carter Wealth Services, Inc. | 0.07% | Reduce -1.6% | 15,894 | $986K |
| Aull & Monroe Investment Management Corp | 0.45% | Add +15.2% | 15,889 | $986K |
| IFG Advisory, LLC | 0.07% | Add +1.7% | 15,827 | $982K |
| Jacobi Capital Management LLC | 0.09% | Reduce -76.0% | 15,760 | $978K |
| Evensky & Katz LLC | 0.07% | Reduce -21.0% | 15,673 | $973K |
| Leading Edge Financial Planning LLC | 0.43% | Reduce -9.8% | 15,552 | $965K |
| Tradewinds Capital Management, LLC | 0.27% | Reduce -97.1% | 15,530 | $964K |
| Crewe Advisors LLC | 0.11% | Add +0.1% | 15,508 | $962K |
| Retirement Planning Group, LLC | 0.07% | Reduce -0.0% | 15,130 | $939K |
| Seneca House Advisors | 0.41% | Reduce -93.9% | 15,094 | $937K |
| Cooper Financial Group | 0.15% | Add +15.2% | 14,990 | $930K |
| KCM Investment Advisors LLC | 0.03% | Reduce -7.5% | 14,978 | $930K |
| Slow Capital, Inc. | 0.15% | Reduce -7.2% | 14,970 | $929K |
| Natixis Advisors, LLC | 0.00% | Add +6.4% | 14,973 | $929K |
| Sonora Investment Management Group, LLC | 0.07% | Add +5.0% | 14,953 | $928K |
| HRT Financial LP | 0.01% | Reduce -38.9% | 14,944 | $927K |
| Ritter Daniher Financial Advisory LLC / DE | 0.31% | Reduce -2.3% | 14,882 | $924K |
| HHM Wealth Advisors, LLC | 0.15% | No change | 14,799 | $918K |
| Fort Pitt Capital Group, LLC | 0.03% | Reduce -75.5% | 14,643 | $909K |
| GeoWealth Management, LLC | 0.03% | New | 14,518 | $901K |
| Mirador Capital Partners LP | 0.17% | Reduce -23.5% | 14,443 | $896K |
| Walker Financial Services, Inc. | 0.73% | Reduce -1.3% | 14,235 | $883K |
| Private Portfolio Partners LLC | 0.18% | No change | 14,116 | $876K |
| Gainplan LLC | 0.42% | Add +2.5% | 14,108 | $876K |
| Jacobsen Capital Management | 0.40% | Reduce -14.1% | 14,040 | $871K |
| Beam Wealth Advisors, Inc. | 0.52% | Add +0.3% | 13,951 | $866K |
| Arete Wealth Advisors, LLC | 0.08% | Reduce -3.5% | 13,937 | $865K |
| Facet Wealth, Inc. | 0.03% | Reduce -11.9% | 14,094 | $864K |
| Noble Family Wealth, LLC | 0.25% | No change | 13,916 | $864K |
| Cambridge Advisors Inc. | 0.20% | Add +0.6% | 13,812 | $857K |
| Orcam Financial Group | 0.94% | Add +0.0% | 13,797 | $856K |
| FSM Wealth Advisors, LLC | 0.30% | Reduce -6.0% | 13,758 | $854K |
| Earned Wealth Advisors, LLC | 0.33% | Add +1.2% | 13,732 | $852K |
| Claro Advisors Inc. | 0.15% | Add +0.2% | 13,698 | $850K |
| Martel Wealth Advisors LLC | 0.18% | Reduce -0.8% | 13,617 | $845K |
| Garrison Asset Management, LLC | 0.44% | Reduce -5.6% | 13,613 | $845K |
| Evergreen Capital Management LLC | 0.03% | Add +0.5% | 13,584 | $843K |
| Marietta Investment Partners LLC | 0.18% | Add +1.6% | 13,494 | $837K |
| Fulton Breakefield Broenniman LLC | 0.06% | Add +36.1% | 13,451 | $835K |
| One Wealth Management Investment & Advisory Services, LLC | 0.34% | Add +0.2% | 13,365 | $829K |
| Roof Eidam Maycock Peralta, LLC | 0.22% | No change | 13,105 | $813K |
| Robinson Smith Wealth Advisors LLC | 0.78% | Reduce -13.8% | 13,014 | $808K |
| Oarsman Capital, Inc. | 0.19% | Reduce -20.2% | 12,885 | $800K |
| Parsons Capital Management Inc. | 0.05% | Add +43.0% | 12,846 | $797K |
| Transform Wealth, LLC | 0.08% | Reduce -0.9% | 12,795 | $794K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -7.1% | 12,727 | $790K |
| Steward Partners Investment Solutions, LLC | 0.13% | New | 12,707 | $789K |
| Capital Investment Counsel, LLC | 0.17% | Add +32.1% | 12,634 | $784K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | No change | 12,600 | $782K |
| LifePlan Financial, LLC | 0.72% | Add +0.3% | 12,581 | $781K |
| Kiley Juergens Wealth Management, LLC | 0.24% | Add +0.5% | 12,502 | $776K |
| L. Roy Papp & Associates, LLP | 0.09% | No change | 12,493 | $775K |
| Heritage Investment Group, Inc. | 0.10% | No change | 12,268 | $761K |
| Praetorian Wealth Management, Inc. | 0.20% | No change | 12,237 | $759K |
| Summit Asset Management, LLC | 0.09% | No change | 12,225 | $759K |
| Continuum Advisory, LLC | 0.11% | Add +5.4% | 12,269 | $757K |
| Retirement Income Solutions, Inc. | 0.17% | No change | 12,186 | $756K |
| FF Advisors,LLC | 0.52% | No change | 12,070 | $749K |
| Brown Brothers Harriman & Co. | 0.01% | New | 12,041 | $747K |
| NBT Bank, N.A. | 0.05% | Add +4.9% | 11,070 | $744K |
| Oxford Financial Group, LTD. LLC | 0.05% | Reduce -54.7% | 11,887 | $738K |
| Sonoma Private Wealth LLC | 1.17% | Add +2.6% | 11,734 | $728K |
| Wade Financial Advisory, Inc | 0.27% | No change | 11,726 | $728K |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +223.4% | 11,650 | $723K |
| Fragasso Financial Advisors Inc | 0.06% | Add +10.7% | 11,578 | $719K |
| James J. Burns & Company, LLC | 0.25% | Reduce -33.0% | 11,650 | $717K |
| Keystone Wealth Services, LLC | 0.23% | Reduce -0.7% | 11,523 | $715K |
| Your Advocates Ltd., LLP | 0.30% | Reduce -15.8% | 11,496 | $713K |
| Cascade Financial Partners, LLC | 0.10% | — | 11,753 | $712K |
| Trellis Wealth Advisors LLC | 0.40% | No change | 11,376 | $706K |
| XML Financial, LLC | 0.07% | New | 11,368 | $706K |
| Carnegie Investment Counsel | 0.02% | Add +37.0% | 11,291 | $701K |
| Ironwood Investment Counsel, LLC | 0.12% | Reduce -1.7% | 11,264 | $699K |
| Tanglewood Wealth Management, Inc. | 0.09% | Reduce -2.4% | 11,140 | $691K |
| CM Wealth Advisors LLC | 0.20% | Add +5.0% | 11,239 | $689K |
| Fiduciary Family Office, LLC | 0.27% | No change | 11,059 | $686K |
| Cape Investment Advisory, Inc. | 0.32% | Reduce -12.7% | 11,034 | $685K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +9.2% | 11,007 | $683K |
| True North Advisors, LLC | 0.19% | Reduce -25.2% | 10,967 | $681K |
| Parkside Financial Bank & Trust | 0.11% | Reduce -0.0% | 10,960 | $680K |
| Hoylecohen, LLC | 0.05% | Add +11.1% | 10,805 | $671K |
| Security Financial Services, INC. | 0.15% | No change | 10,729 | $666K |
| Watershed Private Wealth LLC | 0.29% | Add +17.8% | 10,685 | $663K |
| Bedel Financial Consulting, Inc. | 0.10% | Add +0.3% | 10,643 | $661K |
| Single Point Partners, LLC | 0.15% | Reduce -3.4% | 10,572 | $656K |
| Ascent Group, LLC | 0.06% | Add +4.9% | 10,407 | $646K |
| Mgo One Seven LLC | 0.03% | Add +29.3% | 10,345 | $642K |
| ARK & TLK Investments, LLC | 0.25% | Reduce -1.0% | 10,334 | $641K |
| Physician Wealth Advisors, Inc. | 0.13% | Reduce -6.3% | 10,748 | $641K |
| GTS Securities LLC | 0.02% | New | 10,304 | $639K |
| Apeiron RIA LLC | 0.18% | Reduce -0.3% | 10,282 | $638K |
| Signature Estate & Investment Advisors LLC | 0.02% | No change | 10,011 | $621K |
| BSW Wealth Partners | 0.10% | Add +1.0% | 9,985 | $620K |
| Smartleaf Asset Management LLC | 0.12% | Add +82950.0% | 9,966 | $619K |
| Cypress Financial Planning LLC | 0.28% | New | 9,910 | $615K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -14.7% | 9,908 | $615K |
| Millennium Management | 0.00% | Reduce -40.3% | 9,884 | $613K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +243.1% | 10,304 | $613K |
| Fisher Asset Management | 0.00% | Reduce -36.1% | 9,859 | $612K |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -18.2% | 9,809 | $609K |
| QRG Capital Management, Inc. | 0.01% | Reduce -4.9% | 9,789 | $608K |
| Saxony Capital Management, LLC | 0.73% | New | 9,749 | $605K |
| BlackDiamond Wealth Management, LLC | 0.43% | Add +44.7% | 9,642 | $598K |
| Rockbridge Investment Management, LCC | 0.09% | Add +0.3% | 9,611 | $596K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +17.9% | 9,542 | $592K |
| First County Bank | 0.29% | Reduce -5.9% | 9,538 | $592K |
| M&T Bank Corp | 0.00% | No change | 9,503 | $590K |
| Vanguard Group Inc. | 0.00% | Add +20.3% | 9,491 | $589K |
| WestHill Financial Advisors, Inc. | 0.14% | No change | 9,462 | $587K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -2.5% | 9,348 | $580K |
| Peachtree Investment Partners, LLC | 0.23% | Add +5.0% | 9,342 | $580K |
| AlphaQ Advisors LLC | 0.35% | Reduce -4.3% | 9,336 | $579K |
| Smith, Moore & Co. | 0.06% | No change | 9,281 | $576K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -25.3% | 9,200 | $571K |
| Qube Research & Technologies Ltd | 0.00% | Add +98.5% | 9,193 | $571K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -20.2% | 9,184 | $570K |
| GHP Investment Advisors, Inc. | 0.03% | Add +0.8% | 9,126 | $566K |
| Gries Financial LLC | 0.09% | No change | 9,122 | $566K |
| GS Investments, Inc. | 0.27% | Reduce -0.3% | 9,110 | $565K |
| Covington Investment Advisors Inc. | 0.09% | Add +3.3% | 8,993 | $558K |
| Klingman & Associates, LLC | 0.04% | New | 8,977 | $557K |
| Chesapeake Wealth Management | 0.20% | Add +58.5% | 8,970 | $557K |
| Aaron Wealth Advisors LLC | 0.08% | Add +0.3% | 8,942 | $555K |
| Moseley Investment Management Inc. | 0.27% | Reduce -0.4% | 8,886 | $551K |
| Safeguard Financial, LLC | 0.18% | Reduce -6.9% | 8,861 | $550K |
| Centaurus Financial, Inc. | 0.04% | Add +118.4% | 8,811 | $547K |
| Beaird Harris Wealth Management, LLC | 0.05% | Reduce -7.0% | 8,808 | $547K |
| IAG Wealth Partners, LLC | 0.12% | Add +7.8% | 8,785 | $545K |
| Quantinno Capital Management LP | 0.01% | Reduce -33.9% | 8,759 | $544K |
| Franklin Resources Inc. | 0.00% | Add +2.9% | 8,702 | $540K |
| Harbour Investment Management LLC | 0.25% | Add +54.5% | 8,678 | $539K |
| JDM Financial Group LLC | 0.39% | Add +0.3% | 8,646 | $537K |
| Regal Investment Advisors LLC | 0.04% | Add +18.5% | 8,620 | $535K |
| Nwam LLC | 0.04% | Add +95.1% | 8,681 | $532K |
| Catalyst Financial Partners LLC | 0.14% | Add +2.5% | 8,930 | $530K |
| Grey Ledge Advisors, LLC | 0.15% | Reduce -1.3% | 8,510 | $528K |
| Austin Private Wealth, LLC | 0.06% | Add +0.8% | 8,422 | $519K |
| Vertex Planning Partners, LLC | 0.14% | Reduce -2.2% | 8,350 | $518K |
| Means Investment Co., Inc. | 0.07% | Add +0.1% | 8,280 | $514K |
| Evernest Financial Advisors, LLC | 0.24% | Reduce -37.6% | 8,740 | $513K |
| Mather Group, Llc. | 0.01% | No change | 9,068 | $511K |
| Smith Salley Wealth Management | 0.04% | Reduce -6.0% | 8,177 | $507K |
| Resurgent Financial Advisors LLC | 0.27% | Add +1.6% | 8,128 | $504K |
| Principal Financial Group Inc. | 0.00% | Reduce -74.8% | 2,010 | $494K |
| Howe & Rusling Inc. | 0.05% | Add +23.1% | 7,846 | $487K |
| Stewart & Patten Co. LLC | 0.07% | Reduce -1.0% | 7,811 | $485K |
| Financial Management Network Inc. | 0.12% | Add +0.3% | 7,961 | $485K |
| Composition Wealth, LLC | 0.01% | Add +0.2% | 7,800 | $484K |
| Horst & Graben Wealth Management LLC | 0.10% | Add +0.1% | 7,797 | $484K |
| Berkshire Money Management, Inc. | 0.06% | New | 7,690 | $477K |
| New England Private Wealth Advisors LLC | 0.08% | Add +0.3% | 7,680 | $477K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.9% | 7,670 | $476K |
| Pegasus Asset Management, Inc. | 0.15% | Reduce -0.3% | 7,629 | $473K |
| Ted Buchan & Co | 0.29% | No change | 7,620 | $473K |
| Parkside Advisors LLC | 0.12% | No change | 7,581 | $470K |
| Patten & Patten Inc. | 0.03% | Reduce -11.8% | 7,578 | $470K |
| Delta Financial Group, Inc. | 0.14% | Add +46.0% | 7,568 | $470K |
| First Manhattan Co. Llc. | 0.00% | Add +11.9% | 7,528 | $467K |
| Precision Wealth Strategies, LLC | 0.44% | Reduce -84.1% | 7,438 | $462K |
| CreativeOne Wealth, LLC | 0.02% | New | 7,373 | $458K |
| Williams & Novak, LLC | 0.52% | No change | 8,114 | $458K |
| Mission Creek Capital Partners, Inc. | 0.12% | Reduce -5.7% | 7,360 | $457K |
| SVB Wealth LLC | 0.01% | Add +1.3% | 7,357 | $457K |
| Accurate Wealth Management, LLC | 0.13% | Reduce -43.4% | 7,762 | $456K |
| DHJJ Financial Advisors, Ltd. | 0.20% | Reduce -5.2% | 7,332 | $455K |
| My Legacy Advisors, LLC | 0.15% | Reduce -36.1% | 7,322 | $454K |
| Heritage Financial Services, LLC | 0.07% | No change | 7,297 | $453K |
| TrueWealth Advisors, LLC | 0.17% | No change | 7,276 | $452K |
| Madison Park Capital Advisors, LLC | 0.39% | Add +3.3% | 7,261 | $451K |
| Retirement Guys Formula LLC | 0.22% | Reduce -12.5% | 7,244 | $450K |
| Edgestream Partners, L.P. | 0.02% | Add +99.0% | 7,226 | $448K |
| Aspect Partners, LLC | 0.35% | No change | 7,204 | $447K |
| 1834 Investment Advisors Co. | 0.05% | No change | 7,190 | $446K |
| Lesa Sroufe & Co | 0.43% | Reduce -1.2% | 7,192 | $446K |
| Blue Trust, Inc. | 0.01% | Reduce -45.5% | 7,180 | $446K |
| Morton Capital Management LLC | 0.12% | Reduce -1.2% | 7,136 | $443K |
| Aspire Wealth Management Corp | 0.27% | No change | 7,113 | $441K |
| GoalVest Advisory LLC | 0.15% | No change | 7,100 | $441K |
| Motive Wealth Advisors | 0.27% | No change | 7,068 | $439K |
| Farmers Trust Co. | 0.09% | No change | 7,052 | $438K |
| LCNB Corp. | 0.16% | No change | 7,042 | $437K |
| McDonald Partners LLC | 0.12% | No change | 7,017 | $435K |
| Collective Family Office LLC | 0.14% | No change | 6,990 | $434K |
| &partners | 0.06% | Add +62.7% | 6,989 | $434K |
| ERn Financial, LLC | 0.07% | Add +0.2% | 6,929 | $430K |
| Plante Moran Financial Advisors, LLC | 0.05% | Add +1.0% | 6,924 | $430K |
| Dumont & Blake Investment Advisors LLC | 0.12% | New | 6,889 | $428K |
| Laurel Wealth Advisors LLC | 0.07% | Reduce -0.7% | 6,886 | $427K |
| Ahl Investment Management, Inc. | 0.33% | No change | 6,880 | $427K |
| DDD Partners, LLC | 0.05% | Reduce -1.4% | 6,854 | $425K |
| TCI Wealth Advisors, Inc. | 0.04% | Reduce -63.3% | 6,803 | $422K |
| Argent Capital Management LLC | 0.01% | Reduce -93.8% | 6,790 | $421K |
| Landmark Wealth Management, LLC | 0.19% | Reduce -3.4% | 6,671 | $414K |
| Quadrature Capital Ltd | 0.01% | New | 6,590 | $409K |
| Heartwood Wealth Advisors LLC | 0.05% | Reduce -15.0% | 6,570 | $408K |
| Root Financial Partners, LLC | 0.12% | Add +0.1% | 6,564 | $407K |
| Balanced Rock Investment Advisors LLC | 0.35% | Reduce -1.3% | 6,538 | $406K |
| Aprio Wealth Management, LLC | 0.08% | New | 6,520 | $405K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +68.8% | 6,512 | $404K |
| Penobscot Investment Management Company, Inc. | 0.04% | Add +13.8% | 6,488 | $403K |
| Acropolis Investment Management, LLC | 0.03% | No change | 6,487 | $403K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -47.6% | 6,439 | $400K |
| Armbruster Capital Management, Inc. | 0.08% | Reduce -2.8% | 6,432 | $399K |
| Lathrop Investment Management Co. | 0.08% | Reduce -11.0% | 6,370 | $395K |
| Gill Capital Partners, LLC | 0.16% | Reduce -13.7% | 6,625 | $394K |
| Eagle Strategies LLC | 0.09% | New | 6,329 | $393K |
| Northern Financial Advisors Inc | 0.31% | Reduce -26.8% | 6,321 | $392K |
| Gray Wealth Management Inc. | 0.18% | No change | 6,319 | $392K |
| Empirical Asset Management, LLC | 0.19% | Add +14.6% | 6,303 | $391K |
| Goepper Burkhardt LLC | 0.18% | No change | 6,330 | $391K |
| Cadent Capital Advisors, LLC | 0.15% | Add +22.3% | 6,236 | $387K |
| CFO4Life Group, LLC | 0.07% | Reduce -1.0% | 6,232 | $387K |
| Flagship Private Wealth, LLC | 0.24% | Reduce -10.5% | 6,112 | $379K |
| Pflug Koory, LLC | 0.03% | Add +0.5% | 6,086 | $378K |
| Hill Island Financial LLC | 0.12% | Reduce -51.9% | 6,066 | $376K |
| Basepoint Wealth LLC | 0.28% | New | 6,054 | $376K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -2.2% | 6,046 | $375K |
| Coppell Advisory Solutions Corp. | 0.07% | — | 6,038 | $375K |
| Brio Consultants, LLC | 0.06% | Add +6.3% | 6,033 | $374K |
| Essex Bank | 0.11% | No change | 6,616 | $373K |
| MBE Wealth Management, LLC | 0.23% | No change | 6,011 | $373K |
| Altfest L J & Co. Inc. | 0.05% | Add +42.8% | 6,009 | $373K |
| Pioneer Trust Bank N A | 0.10% | No change | 6,000 | $372K |
| Goldstein Advisors, LLC | 0.06% | Add +10.6% | 5,989 | $372K |
| Pathway Financial Advisors LLC | 0.10% | No change | 5,946 | $369K |
| FC Advisory LLC | 0.14% | Reduce -8.5% | 5,905 | $366K |
| Revisor Wealth Management LLC | 0.17% | New | 6,086 | $366K |
| Armor Investment Advisors, LLC | 0.18% | Reduce -10.7% | 5,893 | $366K |
| Vishria Bird Financial Group, LLC | 0.16% | Reduce -0.2% | 5,877 | $365K |
| Carmel Capital Partners, LLC | 0.15% | Reduce -1.7% | 5,860 | $364K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.7% | 5,834 | $362K |
| Associated Banc-Corp | 0.01% | No change | 5,830 | $362K |
| Vanguard Capital Wealth Advisors | 0.25% | Add +26.9% | 5,819 | $361K |
| Rf&l Wealth Management, LLC | 0.28% | No change | 5,810 | $361K |
| Tucker Asset Management LLC | 0.08% | Add +502.4% | 5,789 | $359K |
| Advisors Capital Management, LLC | 0.01% | New | 5,792 | $359K |
| Wealth Group, Ltd. | 0.27% | — | 5,755 | $357K |
| Riverview Capital Advisers, LLC | 0.12% | Add +0.3% | 5,735 | $356K |
| SageView Advisory Group, LLC | 0.02% | Add +45.9% | 9,994 | $354K |
| Regimen Wealth, LLC | 0.12% | Reduce -7.6% | 5,631 | $349K |
| Acas, LLC | 0.34% | Reduce -4.0% | 5,617 | $349K |
| ProVise Management Group, LLC | 0.03% | Reduce -96.6% | 5,606 | $348K |
| Northeast Financial Consultants Inc | 0.02% | No change | 5,600 | $348K |
| Cutler Group LLC / CA | 0.18% | Add +27.3% | 5,600 | $347K |
| Highland Capital Management, LLC | 0.02% | Reduce -3.8% | 5,586 | $347K |
| Vident Advisory, LLC | 0.01% | No change | 5,585 | $347K |
| Modus Advisors, LLC | 0.13% | Reduce -4.1% | 5,580 | $346K |
| Planning Capital Management Corp | 0.25% | Reduce -16.4% | 5,555 | $345K |
| Bellevue Asset Management, LLC | 0.19% | No change | 5,500 | $341K |
| Hudock, Inc. | 0.07% | Reduce -9.9% | 5,471 | $340K |
| Clarity Wealth Advisors, LLC | 0.11% | Reduce -5.5% | 5,451 | $338K |
| Weik Capital Management | 0.14% | Reduce -1.5% | 5,435 | $337K |
| Dana Investment Advisors, Inc. | 0.01% | Add +0.9% | 5,433 | $337K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -57.5% | 5,426 | $337K |
| Susquehanna International Group, LLP | 0.00% | New | 5,420 | $336K |
| Ellenbecker Investment Group | 0.07% | New | 5,409 | $336K |
| Independent Wealth Network Inc. | 0.16% | Reduce -35.0% | 5,380 | $334K |
| Cedrus LLC | 0.18% | Reduce -21.1% | 5,344 | $332K |
| Pinnacle Bancorp, Inc. | 0.10% | No change | 5,324 | $330K |
| Aveo Capital Partners, LLC | 0.04% | Add +46.0% | 5,418 | $328K |
| Seaside Wealth Management, Inc. | 0.14% | No change | 5,284 | $328K |
| CENTRAL TRUST Co | 0.01% | No change | 5,268 | $327K |
| Legacy Financial Group LLC | 0.07% | New | 5,254 | $326K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -23.9% | 5,249 | $326K |
| Advisory Services & Investments, LLC | 0.22% | Reduce -25.1% | 5,248 | $326K |
| Sound Stewardship, LLC | 0.20% | Reduce -0.1% | 5,185 | $322K |
| Plum Street Advisors, LLC | 0.16% | Reduce -6.7% | 4,725 | $321K |
| FSA Advisors, Inc. | 0.34% | Reduce -49.8% | 5,162 | $320K |
| Merit Financial Group, LLC | 0.01% | Add +47.3% | 5,283 | $320K |
| Rock Point Advisors, LLC | 0.09% | Add +1.5% | 5,146 | $319K |
| Von Berge Wealth Management Group, LLC | 0.20% | New | 5,094 | $316K |
| Westmount Partners, LLC | 0.11% | Reduce -27.2% | 5,091 | $316K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | No change | 5,070 | $315K |
| Fusion Capital, LLC | 0.14% | Reduce -18.4% | 5,062 | $314K |
| Leo Wealth, LLC | 0.03% | Add +0.0% | 5,040 | $312K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 5,033 | $312K |
| Mayfair Advisory Group, LLC | 0.23% | Add +2.8% | 5,024 | $312K |
| Diversified Investment Strategies, LLC | 0.21% | Reduce -0.8% | 5,017 | $311K |
| Cypress Capital Group | 0.04% | Reduce -44.1% | 5,016 | $311K |
| Planning Center, Inc. | 0.07% | New | 5,007 | $311K |
| StoneX Group Inc. | 0.03% | Reduce -5.1% | 5,005 | $311K |
| Financial Life Advisors | 0.13% | No change | 5,000 | $310K |
| Diversified Trust Co. | 0.01% | Add +0.0% | 4,979 | $309K |
| FinTrust Capital Advisors, LLC | 0.06% | No change | 4,912 | $305K |
| Verity & Verity, LLC | 0.03% | New | 4,883 | $303K |
| Baird Financial Group, Inc. | 0.00% | Add +22.9% | 4,867 | $302K |
| Fairman Group, LLC | 0.28% | Reduce -6.3% | 4,861 | $302K |
| Westshore Wealth, LLC | 0.13% | Add +0.3% | 4,852 | $301K |
| Lyell Wealth Management, LP | 0.03% | Reduce -59.1% | 4,835 | $300K |
| Connecticut Wealth Management, LLC | 0.02% | Add +3.7% | 4,827 | $300K |
| BOS Asset Management, LLC | 0.16% | Reduce -71.5% | 4,814 | $299K |
| NorthStar Asset Management LLC | 0.23% | Reduce -15.8% | 4,805 | $298K |
| Independent Advisor Alliance | 0.01% | No change | 4,762 | $296K |
| City Center Advisors, LLC | 0.35% | — | 4,737 | $294K |
| Hexagon Capital Partners LLC | 0.07% | Add +16.5% | 4,737 | $294K |
| Quadcap Wealth Management, LLC | 0.07% | No change | 4,704 | $292K |
| Cambridge Trust Co. | 0.01% | Reduce -3.7% | 4,680 | $290K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 4,674 | $290K |
| Members Trust Co | 0.01% | No change | 4,669 | $290K |
| Mayport, LLC | 0.11% | Reduce -51.0% | 4,651 | $289K |
| TRUE Private Wealth Advisors | 0.03% | New | 4,650 | $289K |
| Titleist Asset Management, LLC | 0.05% | No change | 4,634 | $288K |
| Litman Gregory Wealth Management LLC | 0.03% | Reduce -13.8% | 4,618 | $287K |
| Strategic Blueprint, LLC | 0.02% | Add +1.5% | 4,616 | $286K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -5.0% | 4,613 | $286K |
| SeaBridge Investment Advisors LLC | 0.08% | No change | 4,600 | $285K |
| Curtis Advisory Group, LLC | 0.11% | No change | 4,592 | $285K |
| Money Concepts Capital Corp. | 0.03% | New | 4,592 | $285K |
| Wagner Wealth Management, LLC | 0.09% | Reduce -1.6% | 4,559 | $283K |
| Montag A & Associates Inc. | 0.01% | No change | 4,528 | $281K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 4,515 | $280K |
| Sierra Summit Advisors LLC | 0.08% | No change | 4,475 | $278K |
| Brown Wealth Management, LLC | 0.11% | Reduce -98.9% | 4,448 | $276K |
| Peterson Wealth Management | 0.20% | New | 4,440 | $276K |
| Braun-Bostich & Associates Inc. | 0.23% | Reduce -11.7% | 4,431 | $275K |
| Oxinas Partners, LLC | 0.18% | Add +0.2% | 4,411 | $274K |
| Lafayette Investments, Inc. | 0.06% | Reduce -1.5% | 4,392 | $273K |
| Capital Wealth Planning, LLC | 0.00% | Reduce -7.3% | 4,382 | $272K |
| River Wealth Advisors LLC | 0.04% | Reduce -1.7% | 4,366 | $271K |
| GEM Asset Management, LLC | 0.18% | Add +0.0% | 4,561 | $271K |
| Eagle Harbor Asset Management Inc. | 0.29% | Add +0.1% | 4,344 | $270K |
| Macroview Investment Management LLC | 0.30% | Add +4.8% | 4,343 | $270K |
| Aviance Capital Partners, LLC | 0.04% | Add +19.7% | 4,333 | $269K |
| Builder Investment Group Inc. | 0.08% | Reduce -2.7% | 4,315 | $268K |
| Clarity Capital Partners LLC | 0.18% | Reduce -42.3% | 4,298 | $267K |
| Motco | 0.02% | No change | 4,298 | $267K |
| Palouse Capital Management, Inc. | 0.18% | Reduce -28.5% | 4,289 | $266K |
| Tiemann Investment Advisors, LLC | 0.12% | No change | 4,270 | $265K |
| Austin Wealth Management, LLC | 0.07% | New | 4,219 | $265K |
| Bordeaux Wealth Advisors LLC | 0.09% | Add +5.2% | 4,249 | $264K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +0.2% | 4,248 | $264K |
| Clearstead Trust, LLC | 0.07% | No change | 4,226 | $262K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | No change | 4,200 | $261K |
| Bennett Selby Investments LP | 0.12% | No change | 4,204 | $261K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Reduce -16.6% | 4,200 | $261K |
| Gratus Capital, LLC | 0.01% | Reduce -32.3% | 4,155 | $258K |
| Family Investment Center, Inc. | 0.08% | Add +0.1% | 4,148 | $257K |
| Mustard Seed Financial, LLC | 0.26% | Add +0.3% | 4,134 | $257K |
| CPC Advisors, LLC | 0.04% | New | 4,127 | $256K |
| Opus Capital Group, LLC | 0.04% | No change | 4,128 | $256K |
| Morton Brown Family Wealth, LLC | 0.11% | No change | 4,112 | $255K |
| Greenleaf Trust | 0.00% | No change | 4,094 | $254K |
| Bowman & Co S.C. | 0.15% | Add +0.3% | 4,081 | $253K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -0.8% | 4,079 | $253K |
| Presidio Capital Management, LLC | 0.18% | Add +3.6% | 4,072 | $253K |
| Main Street Research LLC | 0.02% | New | 4,068 | $252K |
| McAlister, Sweet & Associates, Inc. | 0.20% | No change | 4,041 | $251K |
| Snowden Capital Advisors LLC | 0.01% | Add +3.5% | 4,040 | $251K |
| Tobias Financial Advisors, Inc. | 0.06% | Reduce -1.2% | 4,028 | $250K |
| Falcon Wealth Planning | 0.04% | No change | 4,022 | $250K |
| Compound Planning, Inc. | 0.02% | New | 4,015 | $249K |
| Raleigh Capital Management Inc. | 0.11% | New | 4,007 | $249K |
| BlackRock Inc. | 0.00% | Add +0.1% | 4,002 | $248K |
| Soltis Investment Advisors LLC | 0.03% | No change | 3,966 | $246K |
| Kirtland Hills Capital Management, LLC | 0.21% | — | 4,000 | $245K |
| Paragon Capital Management Ltd | 0.04% | New | 3,931 | $244K |
| Intrua Financial, LLC | 0.04% | New | 3,930 | $244K |
| Index Fund Advisors, Inc. | 0.01% | Add +0.1% | 3,918 | $243K |
| Wealth Architects, LLC | 0.03% | No change | 3,905 | $242K |
| Symphony Financial, Ltd. Co. | 0.06% | New | 3,900 | $242K |
| Meridian Investment Counsel Inc. | 0.08% | New | 3,888 | $241K |
| Smithfield Trust Co | 0.01% | No change | 3,826 | $238K |
| Robbins Farley | 0.13% | Add +15.9% | 3,815 | $237K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 3,778 | $234K |
| Summit Investment Advisory Services, LLC | 0.14% | No change | 3,760 | $233K |
| Formidable Asset Management, LLC | 0.04% | Reduce -22.8% | 3,753 | $233K |
| Strategic Wealth Partners, Ltd. | 0.03% | No change | 3,736 | $232K |
| SilverOak Wealth Management LLC | 0.06% | New | 3,707 | $230K |
| Shaker Investments LLC | 0.10% | Add +0.2% | 3,688 | $229K |
| Citizens Financial Group Inc. | 0.01% | No change | 3,685 | $229K |
| Sunpointe, LLC | 0.25% | No change | 3,673 | $228K |
| Grove Bank & Trust | 0.04% | No change | 3,658 | $227K |
| SevenBridge Financial Group, LLC | 0.05% | Reduce -2.6% | 3,726 | $226K |
| Divergent Wealth Advisors | 0.04% | Add +0.3% | 3,629 | $225K |
| Spotlight Asset Group, Inc. | 0.16% | No change | 3,624 | $225K |
| Geometric Wealth Advisors | 0.05% | Add +0.3% | 3,615 | $224K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 3,586 | $223K |
| William Howard & Co Financial Advisors Inc | 0.21% | — | 3,569 | $222K |
| Hartline Investment Corp./ | 0.04% | Reduce -64.4% | 3,571 | $222K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.0% | 3,571 | $222K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -45.4% | 3,542 | $220K |
| SP Asset Management LLC | 0.02% | New | 3,532 | $219K |
| CapWealth Advisors, LLC | 0.02% | New | 3,514 | $218K |
| DAVENPORT & Co LLC | 0.00% | Reduce -11.3% | 3,513 | $218K |
| Accredited Investors Inc. | 0.01% | New | 3,505 | $218K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -28.7% | 3,501 | $217K |
| Eley Financial Management, Inc | 0.09% | Reduce -32.7% | 3,499 | $217K |
| Global Wealth Strategies & Associates | 0.08% | Reduce -0.0% | 3,483 | $216K |
| Choate Investment Advisors | 0.01% | New | 3,471 | $215K |
| UMB Bank, n.a. | 0.00% | Add +44.3% | 3,462 | $215K |
| SYM FINANCIAL Corp | 0.04% | Reduce -22.5% | 3,450 | $214K |
| Guardian Wealth Advisors, LLC | 0.14% | New | 3,449 | $214K |
| Cadence Wealth Management LLC | 0.22% | New | 3,448 | $214K |
| LifeSteps Financial, Inc. | 0.16% | Reduce -6.4% | 3,412 | $212K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | New | 3,410 | $212K |
| BlueChip Wealth Advisors LLC | 0.14% | New | 3,402 | $211K |
| RAM Investment Partners, LLC | 0.07% | New | 3,383 | $210K |
| United Asset Strategies, Inc. | 0.02% | Reduce -25.8% | 3,357 | $208K |
| Panoramic Investment Advisors, LLC | 0.15% | New | 3,346 | $208K |
| Traynor Capital Management, Inc. | 0.02% | New | 3,330 | $207K |
| MKT Advisors LLC | 0.11% | Reduce -15.9% | 3,377 | $206K |
| Vawter Financial, Ltd. | 0.15% | New | 3,304 | $205K |
| Sensible Money, LLC | 0.11% | New | 3,295 | $204K |
| Salomon & Ludwin, LLC | 0.02% | No change | 3,279 | $203K |
| Penney Financial, LLC | 0.15% | New | 3,272 | $203K |
| WealthCare Investment Partners, LLC | 0.10% | New | 3,270 | $203K |
| Fifth Third Bancorp | 0.00% | Add +22.8% | 3,268 | $203K |
| Cypress Wealth Services, LLC | 0.05% | New | 3,263 | $202K |
| Shira Ridge Wealth Management | 0.12% | New | 3,245 | $201K |
| Future Financial Wealth Managment LLC | 0.15% | New | 3,244 | $201K |
| Advocate Group LLC | 0.04% | New | 3,223 | $200K |
| FWL Investment Management, LLC | 0.10% | No change | 3,040 | $189K |
| Sugarloaf Wealth Management, LLC | 0.04% | No change | 2,936 | $182K |
| CoreCap Advisors, LLC | 0.01% | New | 2,909 | $181K |
| Lowe Wealth Advisors, LLC | 0.08% | Reduce -12.4% | 2,822 | $175K |
| West Paces Advisors Inc. | 0.05% | No change | 2,784 | $173K |
| Alaska Wealth Advisors, LLC | 0.03% | No change | 2,736 | $170K |
| Private Ocean, LLC | 0.02% | Add +0.3% | 2,722 | $169K |
| Legacy Bridge, LLC | 0.10% | Add +23.2% | 2,685 | $167K |
| GPS Wealth Strategies Group, LLC | 0.03% | No change | 2,641 | $164K |
| Capital Analysts, LLC | 0.01% | Add +140.1% | 2,629 | $163K |
| HM Payson & Co. | 0.00% | No change | 2,624 | $163K |
| Beacon Capital Management, LLC | 0.03% | Reduce -12.6% | 2,519 | $156K |
| NWK Group, Inc. | 0.07% | Reduce -3.3% | 2,353 | $146K |
| Lindbrook Capital, LLC | 0.01% | Reduce -1.5% | 2,282 | $142K |
| Stephens Consulting, LLC | 0.04% | No change | 2,113 | $131K |
| Bogart Wealth, LLC | 0.01% | Reduce -2.6% | 2,002 | $124K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 2,000 | $124K |
| Pin Oak Investment Advisors Inc. | 0.12% | No change | 2,000 | $124K |
| Legend Financial Advisors, Inc. | 0.09% | No change | 1,906 | $118K |
| Atticus Wealth Management, LLC | 0.04% | Add +1.1% | 1,897 | $118K |
| Retirement Group, LLC | 0.04% | No change | 1,892 | $117K |
| Colonial Trust Co / SC | 0.02% | New | 1,875 | $116K |
| Heritage Wealth Advisors | 0.01% | No change | 1,802 | $112K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +169.0% | 1,773 | $110K |
| Balentine LLC | 0.00% | Add +119.5% | 1,719 | $107K |
| Citizens National Bank Trust Department | 0.02% | New | 1,640 | $102K |
| Trivant Custom Portfolio Group, LLC | 0.06% | No change | 1,600 | $99K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -50.4% | 1,534 | $95K |
| Contravisory Investment Management, Inc. | 0.02% | Reduce -47.7% | 1,507 | $94K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | New | 1,489 | $92K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -73.4% | 1,455 | $90K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +56.3% | 1,441 | $89K |
| Frazier Financial Advisors, LLC | 0.07% | Add +122.5% | 1,431 | $89K |
| Kathleen S. Wright Associates Inc. | 0.04% | Reduce -3.3% | 1,423 | $88K |
| Gradient Investments LLC | 0.00% | Add +416.8% | 1,416 | $88K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -28.1% | 1,413 | $88K |
| Rice Partnership, LLC | 0.02% | Add +13.3% | 1,331 | $83K |
| North Star Investment Management Corp. | 0.01% | Add +0.3% | 1,313 | $81K |
| Global Assets Advisory, LLC | 0.05% | New | 1,259 | $78K |
| Glassman Wealth Services | 0.02% | No change | 1,255 | $78K |
| Palisade Asset Management, LLC | 0.01% | New | 1,100 | $68K |
| Cedar Wealth Management, LLC | 0.02% | Reduce -4.7% | 1,085 | $67K |
| Castleview Partners, LLC | 0.04% | Add +113.9% | 1,059 | $66K |
| Laffer Tengler Investments, Inc. | 0.02% | New | 1,045 | $65K |
| Guardian Wealth Management, Inc. | 0.05% | Add +0.2% | 1,033 | $64K |
| Davis Capital Management | 0.06% | Reduce -3.1% | 1,009 | $63K |
| CGC Financial Services, LLC | 0.03% | No change | 1,000 | $62K |
| Avion Wealth | 0.02% | Reduce -14.5% | 971 | $61K |
| SJS Investment Consulting Inc. | 0.01% | Add +51.9% | 981 | $61K |
| Prestige Wealth Management Group LLC | 0.01% | Reduce -51.8% | 980 | $61K |
| Caitlin John, LLC | 0.04% | No change | 913 | $57K |
| Fortitude Family Office, LLC | 0.04% | No change | 910 | $56K |
| WASHINGTON TRUST Co | 0.00% | Reduce -0.3% | 902 | $56K |
| Mitchell Sinkler & Starr | 0.01% | Reduce -94.1% | 900 | $56K |
| Aberdeen Wealth Management LLC | 0.03% | No change | 867 | $54K |
| Clarkston Capital Partners, LLC | 0.00% | Reduce -34.6% | 850 | $53K |
| Dagco, Inc. | 0.02% | New | 850 | $53K |
| TFC Financial Management, Inc. | 0.01% | Add +0.2% | 822 | $51K |
| Centerpoint Advisors, LLC | 0.02% | No change | 824 | $51K |
| McIlrath & Eck, LLC | 0.01% | No change | 816 | $51K |
| FSA Wealth Management LLC | 0.02% | Reduce -8.5% | 779 | $48K |
| Operose Advisors LLC | 0.02% | New | 728 | $45K |
| Chilton Capital Management LLC | 0.00% | No change | 715 | $44K |
| Financial Perspectives, Inc | 0.02% | Add +0.3% | 708 | $44K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 698 | $43K |
| Versant Capital Management, Inc | 0.01% | No change | 696 | $43K |
| Halpern Financial, Inc. | 0.01% | Reduce -10.3% | 700 | $43K |
| Coston, McIsaac & Partners | 0.01% | No change | 701 | $43K |
| American Capital Advisory, LLC | 0.04% | Reduce -1.1% | 885 | $43K |
| Tsfg, LLC | 0.01% | Reduce -4.8% | 675 | $42K |
| Highline Wealth Partners LLC | 0.02% | New | 660 | $41K |
| NFSG Corp | 0.02% | Add +1.5% | 612 | $38K |
| National Bank of Canada | 0.00% | No change | 712 | $38K |
| PSI Advisors, LLC | 0.01% | New | 574 | $36K |
| Citadel Advisors | 0.00% | Reduce -94.5% | 569 | $35K |
| HighMark Wealth Management LLC | 0.02% | Add +0.3% | 568 | $35K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 527 | $33K |
| Providence Capital Advisors, LLC | 0.01% | No change | 520 | $32K |
| Ransom Advisory, Ltd | 0.02% | — | 500 | $31K |
| Mascoma Wealth Management LLC | 0.01% | No change | 498 | $31K |
| GAMMA Investing LLC | 0.01% | Add +139.8% | 494 | $31K |
| Archer Investment Corp | 0.01% | Add +131.1% | 490 | $30K |
| Realta Investment Advisors | 0.01% | New | 482 | $30K |
| M&R Capital Management Inc. | 0.01% | Reduce -60.1% | 454 | $28K |
| Cassady Schiller Wealth Management, LLC | 0.01% | New | 454 | $28K |
| Delta Asset Management LLC | 0.00% | No change | 450 | $28K |
| TruNorth Capital Management, LLC | 0.01% | — | 441 | $27K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.2% | 429 | $27K |
| McClarren Financial Advisors, Inc. | 0.02% | Add +0.6% | 365 | $23K |
| Arax Advisory Partners | 0.00% | Reduce -23.4% | 350 | $22K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Reduce -64.9% | 349 | $22K |
| WealthCollab, LLC | 0.02% | No change | 345 | $21K |
| Bruce G. Allen Investments, LLC | 0.02% | Add +0.3% | 341 | $21K |
| New Republic Capital, LLC | 0.01% | Reduce -81.5% | 326 | $20K |
| Custom Portfolio Group LLC | 0.02% | No change | 314 | $19K |
| First Command Advisory Services, Inc. | 0.00% | New | 310 | $19K |
| Briaud Financial Planning Inc | 0.01% | New | 301 | $19K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 298 | $18K |
| Silicon Valley Capital Partners | 0.00% | Add +0.3% | 293 | $18K |
| POM Investment Strategies, LLC | 0.01% | No change | 270 | $17K |
| Cornerstone Planning Group LLC | 0.00% | No change | 262 | $16K |
| Cordant, Inc. | 0.01% | Reduce -57.2% | 254 | $16K |
| Tyler-Stone Wealth Management | 0.01% | No change | 252 | $16K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 251 | $16K |
| Bessemer Group Inc. | 0.00% | Add +13.4% | 220 | $14K |
| Horrell Capital Management, Inc. | 0.00% | No change | 202 | $13K |
| Dunhill Financial, LLC | 0.01% | New | 200 | $12K |
| Headlands Technologies LLC | 0.00% | Reduce -93.5% | 200 | $12K |
| Anfield Capital Management, LLC | 0.01% | New | 188 | $12K |
| Key Financial Inc | 0.00% | Add +100.0% | 180 | $11K |
| EnRich Financial Partners LLC | 0.00% | New | 175 | $11K |
| Central Bank & Trust Co. | 0.00% | New | 165 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 160 | $10K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 175 | $10K |
| Pacifica Partners Inc. | 0.00% | No change | 150 | $9K |
| First Pacific Financial | 0.00% | New | 146 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 129 | $8K |
| Sound Income Strategies, LLC | 0.00% | Reduce -47.1% | 126 | $8K |
| Atmos Advisory, LLC | 0.01% | No change | 122 | $8K |
| Pineridge Advisors LLC | 0.00% | Reduce -78.3% | 119 | $7K |
| SouthState Bank Corp | 0.00% | No change | 118 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 116 | $7K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +55.4% | 115 | $7K |
| Penserra Capital Management LLC | 0.00% | New | 125 | $7K |
| Quadrant Capital Group LLC | 0.00% | No change | 108 | $7K |
| Kozak & Associates, Inc. | 0.00% | No change | 103 | $6K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 100 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | Add +233.3% | 100 | $6K |
| Hanson & Doremus Investment Management | 0.00% | No change | 80 | $5K |
| MTM Investment Management, LLC | 0.00% | New | 80 | $5K |
| Tompkins Financial Corp. | 0.00% | No change | 79 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 71 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 74 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 64 | $4K |
| Western Pacific Wealth Management, LP | 0.00% | New | 60 | $4K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 58 | $4K |
| Woodmont Investment Counsel LLC | 0.00% | New | 51 | $3K |
| First Horizon Advisors, Inc. | 0.00% | No change | 50 | $3K |
| WR Wealth Planners, LLC | 0.00% | New | 48 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 40 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 39 | $2K |
| PrairieView Partners, LLC | 0.00% | No change | 28 | $2K |
| EPG Wealth Management LLC | 0.00% | No change | 26 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -50.0% | 25 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 24 | $1K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -79.1% | 24 | $1K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 23 | $1K |
| Mendota Financial Group, LLC | 0.00% | No change | 22 | $1K |
| Bokf, NA | 0.00% | No change | 18 | $1K |
| DecisionPoint Financial, LLC | 0.00% | New | 14 | $820 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 8 | $496 |
| Balefire, LLC | 0.00% | New | 5 | $310 |
| Manchester Capital Management LLC | 0.00% | No change | 2 | $126 |
"% of holder's portfolio" is SCHX's weight in each manager's 13F, not the share of Schwab US Large-Cap ETF the manager owns.