Schwab US Large-Cap ETFSCHXETF
13F holders, Q2 2024 (June 30)1,221holders +31
81new positions
50sold out
6famous investors
$64.23avg. 13F price*
At the end of Q2 2024, 1,221 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings, up 31 from Q1 2024. 81 opened new positions and 50 sold out. The largest holders were Charles Schwab Investment Management Inc. ($9.6B), Creative Planning ($1.8B) and US Bancorp \de ($919.9M). 6 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $388.3M |
| Exits | 50 | $390.8M |
All 13F filers, Q1 2024 → Q2 2024: 129,952,118 shares bought and 12,837,573 shares sold, net +117,114,545 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,221 holders
| Charles Schwab Investment Management Inc. | 1.83% | Add +195.7% | 149,100,605 | $9.6B |
| Creative Planning | 1.94% | Reduce -0.5% | 28,210,509 | $1.8B |
| US Bancorp \de | 1.25% | Add +14533.9% | 14,318,137 | $919.9M |
| Sei Investments Co. | 1.14% | Reduce -1.4% | 12,528,428 | $805.0M |
| HBK Sorce Advisory LLC | 23.78% | Add +0.7% | 10,593,466 | $680.6M |
| Sage Financial Group Inc. | 46.62% | Add +2.5% | 8,378,315 | $538.3M |
| Moneta Group Investment Advisors LLC | 8.21% | Add +2.8% | 7,998,743 | $513.9M |
| Wealth Enhancement Advisory Services, LLC | 1.02% | Reduce -7.5% | 6,711,162 | $431.2M |
| UBS Group AG | 0.12% | Reduce -5.3% | 6,177,631 | $396.9M |
| Northwestern Mutual Wealth Management Co. | 0.37% | Add +13.7% | 5,898,131 | $379.0M |
| Cerity Partners LLC | 0.99% | Add +3.2% | 5,650,043 | $363.0M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -6.2% | 5,494,440 | $353.0M |
| Mercer Global Advisors Inc. | 0.83% | Reduce -4.8% | 4,737,163 | $304.4M |
| Prime Capital Investment Advisors, LLC | 3.78% | Add +24.9% | 3,969,319 | $255.0M |
| Diversified, LLC | 29.47% | Add +4.9% | 3,904,509 | $250.9M |
| HighTower Advisors, LLC | 0.36% | Reduce -0.9% | 3,637,235 | $233.7M |
| Mariner, LLC | 0.42% | Reduce -0.7% | 3,375,098 | $216.9M |
| Janus Henderson Group PLC | 0.11% | Reduce -9.4% | 3,322,549 | $213.5M |
| McAdam, LLC | 12.44% | Add +5.5% | 3,218,870 | $206.8M |
| Koss-Olinger Consulting, LLC | 19.02% | New | 3,204,125 | $205.9M |
| Assetmark, Inc. | 0.62% | Add +12.0% | 3,110,538 | $199.9M |
| JMG Financial Group, Ltd. | 6.83% | Reduce -0.9% | 2,847,600 | $183.0M |
| Beacon Pointe Advisors, LLC | 1.74% | Reduce -1.4% | 2,291,938 | $147.3M |
| LPL Financial LLC | 0.07% | Reduce -1.3% | 2,195,722 | $141.1M |
| Apriem Advisors | 15.76% | Reduce -2.2% | 2,003,862 | $128.7M |
| BlueSky Wealth Advisors, LLC | 21.29% | New | 1,968,745 | $126.5M |
| Bank of America Corp. | 0.01% | Add +6.3% | 1,942,789 | $124.8M |
| Cresset Asset Management, LLC | 0.52% | Reduce -6.8% | 1,883,015 | $121.4M |
| Morgan Stanley | 0.01% | Add +1.8% | 1,828,470 | $117.5M |
| Evermay Wealth Management LLC | 18.02% | Reduce -1.2% | 1,743,757 | $112.4M |
| Kohmann Bosshard Financial Services, LLC | 14.83% | Add +50.0% | 1,715,037 | $110.2M |
| RKL Wealth Management LLC | 10.27% | Add +1.4% | 1,658,070 | $106.5M |
| Greenwood Gearhart LLC | 9.66% | Add +2.4% | 1,593,963 | $102.4M |
| Corient Private Wealth LP | 0.18% | Add +5.6% | 1,590,075 | $102.2M |
| Northwest Quadrant Wealth Management, LLC | 24.08% | Add +1.2% | 1,522,848 | $97.8M |
| Orgel Wealth Management, LLC | 2.63% | Reduce -0.7% | 1,513,618 | $97.2M |
| Marcum Wealth, LLC | 8.53% | Reduce -13.8% | 1,322,651 | $85.0M |
| Johnson Investment Counsel Inc. | 0.90% | Add +11.7% | 1,322,491 | $85.0M |
| Steele Capital Management, Inc. | 4.64% | Add +25.5% | 1,292,727 | $83.2M |
| American Trust | 6.67% | Add +897.6% | 1,267,196 | $81.4M |
| Curi Capital, LLC | 1.91% | Reduce -1.0% | 1,236,650 | $79.5M |
| Bangor Savings Bank | 7.93% | Reduce -1.3% | 1,234,108 | $79.3M |
| Financial Consulate, Inc. | 21.93% | Add +0.5% | 1,164,454 | $74.8M |
| Ameriprise Financial Inc. | 0.02% | Add +2.8% | 1,137,133 | $73.1M |
| Focus Partners Wealth | 0.24% | Add +166.1% | 1,103,434 | $72.1M |
| Charles Schwab Trust Co | 6.65% | Reduce -1.2% | 1,118,926 | $71.9M |
| Standpoint Asset Management, LLC | 16.37% | Add +11.9% | 1,114,300 | $71.6M |
| HB Wealth Management, LLC | 0.79% | Reduce -1.0% | 1,058,443 | $68.0M |
| Wealthspire Advisors, LLC | 0.87% | Reduce -5.4% | 1,055,113 | $67.8M |
| Meridian Wealth Partners, LLC | 11.89% | Reduce -0.7% | 1,048,024 | $67.3M |
| Fund Evaluation Group, LLC | 4.04% | Reduce -1.2% | 1,024,138 | $65.8M |
| Integrated Wealth Concepts LLC | 0.88% | Reduce -32.3% | 1,000,923 | $64.3M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Add +0.2% | 996,346 | $64.0M |
| Betterment LLC | 0.17% | Add +318.9% | 992,986 | $63.8M |
| Adams Wealth Management | 14.03% | Reduce -0.5% | 948,213 | $60.9M |
| CacheTech Inc. | 14.03% | — | 948,213 | $60.9M |
| Sequoia Financial Advisors, LLC | 0.69% | Reduce -11.1% | 892,244 | $57.3M |
| Berger Financial Group, Inc | 4.44% | Reduce -8.4% | 867,766 | $55.8M |
| OneDigital Investment Advisors LLC | 0.70% | Add +526.0% | 866,696 | $55.7M |
| Choreo, LLC | 0.93% | Reduce -1.6% | 859,160 | $55.4M |
| Savant Capital, LLC | 0.55% | Reduce -1.7% | 858,559 | $55.2M |
| Legacy Wealth Management, LLC | 3.71% | Reduce -1.4% | 797,670 | $51.3M |
| Jaffetilchin Investment Partners, LLC | 4.32% | Add +0.0% | 787,247 | $50.6M |
| Captrust Financial Advisors | 0.16% | Add +12.8% | 781,556 | $50.2M |
| Aptus Capital Advisors, LLC | 0.95% | Add +4.8% | 778,733 | $50.0M |
| Valley National Advisers Inc. | 7.39% | Add +1.0% | 775,447 | $49.8M |
| Guardian Wealth Advisors, LLC / NC | 5.72% | Add +3.3% | 761,484 | $48.9M |
| United Capital Financial Advisors, LLC | 0.42% | Reduce -6.7% | 758,894 | $48.8M |
| Alliance Wealth Management Group | 13.83% | Reduce -2.8% | 754,143 | $48.5M |
| Towercrest Capital Management | 7.98% | Reduce -2.8% | 754,143 | $48.5M |
| NewSquare Capital LLC | 4.13% | Add +4.2% | 765,494 | $48.0M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +12.2% | 728,106 | $46.8M |
| Apollon Wealth Management, LLC | 1.41% | Reduce -11.5% | 719,065 | $46.2M |
| Buffington Mohr McNeal | 7.81% | Add +0.3% | 693,369 | $44.5M |
| Harbour Investments, Inc. | 1.49% | Add +1.5% | 686,144 | $44.1M |
| Appleton Partners Inc. | 3.23% | Reduce -1.8% | 651,654 | $41.9M |
| Wells Fargo & Company | 0.01% | Add +1.7% | 644,354 | $41.4M |
| Riversedge Advisors, LLC | 9.91% | Reduce -8.8% | 632,641 | $40.6M |
| Cornerstone Advisors Asset Management, LLC | 11.48% | Add +10.3% | 632,226 | $40.6M |
| Courage Miller Partners, LLC | 14.57% | Reduce -1.1% | 630,496 | $40.5M |
| Pinkerton Wealth, LLC | 6.18% | Reduce -12.7% | 625,392 | $40.2M |
| Access Financial Services, Inc. | 17.52% | Reduce -1.1% | 600,027 | $38.6M |
| Modera Wealth Management, LLC | 0.55% | Reduce -2.0% | 582,786 | $37.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.7% | 582,481 | $37.4M |
| Ashford Advisors, LLC | 9.02% | Reduce -0.5% | 572,211 | $36.8M |
| Embree Financial Group | 7.05% | Add +4.7% | 570,218 | $36.6M |
| McGlone Suttner Wealth Management, Inc. | 7.50% | Add +0.4% | 647,120 | $36.5M |
| Matrix Trust Co | 8.06% | Reduce -0.8% | 555,299 | $35.7M |
| Leverty Financial Group, LLC | 20.94% | Reduce -3.4% | 550,936 | $35.4M |
| Baker Avenue Asset Management, LP | 1.19% | Add +0.2% | 545,211 | $35.0M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -0.4% | 535,355 | $34.4M |
| Foster Victor Wealth Advisors, LLC | 2.80% | Reduce -3.4% | 501,081 | $33.5M |
| Allworth Financial LP | 0.22% | Reduce -0.4% | 514,630 | $33.4M |
| Moneywise, Inc. | 17.32% | Reduce -3.4% | 509,101 | $32.7M |
| Veery Capital, LLC | 13.24% | Reduce -7.3% | 508,658 | $32.7M |
| Dravo Bay LLC | 17.52% | Add +7.6% | 490,971 | $31.5M |
| Newman Dignan & Sheerar, Inc. | 8.13% | Add +2.3% | 490,353 | $31.5M |
| Northeast Financial Group, Inc. | 13.45% | Add +3.4% | 488,791 | $31.4M |
| Tradewinds Capital Management, LLC | 9.19% | Add +3020.7% | 484,646 | $31.1M |
| Destination Wealth Management | 1.02% | Reduce -10.2% | 479,871 | $30.8M |
| Schneider Downs Wealth Management Advisors, LP | 6.82% | Add +8.8% | 476,832 | $30.6M |
| Richardson Capital Management LLC | 23.34% | Add +6.6% | 471,936 | $30.3M |
| FIDELIS iM, LLC | 14.88% | Reduce -0.0% | 471,893 | $30.3M |
| Burt Wealth Advisors | 7.90% | Reduce -0.5% | 466,493 | $30.0M |
| Morris Financial Concepts, Inc. | 14.32% | Add +8.4% | 465,572 | $29.9M |
| Royal Bank of Canada | 0.01% | Reduce -1.6% | 462,593 | $29.7M |
| Cornerstone Wealth Group, LLC | 2.64% | Add +0.4% | 460,612 | $29.6M |
| CW Advisors, LLC | 0.47% | Reduce -3.4% | 459,845 | $29.5M |
| Ballast Advisors LLC | 9.32% | Reduce -1.5% | 456,934 | $29.4M |
| Athena Investment Management | 17.74% | Reduce -2.5% | 455,233 | $29.2M |
| Gleason Group, Inc. | 5.93% | Reduce -0.0% | 454,944 | $29.2M |
| Marshall Financial Group Inc. | 9.42% | Add +0.6% | 451,919 | $29.0M |
| Bluespring Wealth Management, LLC | 3.09% | Reduce -4.1% | 445,760 | $28.7M |
| Valicenti Advisory Services Inc. | 7.59% | Reduce -0.6% | 439,961 | $28.3M |
| Kolinsky Wealth Management, LLC | 20.22% | Add +0.6% | 439,272 | $28.2M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -0.3% | 436,889 | $28.1M |
| Chicago Partners Investment Group LLC | 1.07% | Add +5.5% | 431,333 | $27.7M |
| Kavar Capital Partners Group, LLC | 4.95% | Add +2.9% | 427,071 | $27.4M |
| Bristlecone Advisors, LLC | 2.33% | Reduce -0.3% | 426,360 | $27.4M |
| Gordian Advisors LLC | 26.33% | Reduce -4.4% | 425,220 | $27.3M |
| Manchester Financial Inc. | 6.66% | Reduce -1.2% | 421,341 | $27.1M |
| Fortis Capital Management LLC | 5.70% | Add +3.6% | 416,023 | $26.7M |
| Red Door Wealth Management, LLC | 4.64% | Add +0.7% | 408,932 | $26.3M |
| Milestone Investment Advisors LLC | 6.97% | Reduce -6.4% | 408,151 | $26.2M |
| Orion Porfolio Solutions, LLC | 0.28% | Reduce -1.0% | 407,889 | $26.2M |
| Orion Portfolio Solutions, LLC | 0.28% | Reduce -1.0% | 407,889 | $26.2M |
| Dynamic Advisor Solutions LLC | 0.82% | Add +1.8% | 406,732 | $26.1M |
| Sawgrass Asset Management LLC | 2.83% | Add +3.7% | 406,653 | $26.1M |
| Strategic Equity Management | 17.00% | Add +19.1% | 405,996 | $26.1M |
| Christensen, King & Associates Investment Services, Inc. | 12.83% | Reduce -1.4% | 404,713 | $26.0M |
| Almanack Investment Partners, LLC. | 4.37% | Add +2.2% | 403,419 | $25.9M |
| Powers Advisory Group, LLC | 14.09% | Add +0.5% | 402,155 | $25.8M |
| HRC Wealth Management, LLC | 17.10% | Add +1.8% | 388,738 | $25.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.0% | 385,920 | $24.8M |
| Main Street Financial Solutions, LLC | 2.26% | Add +4.5% | 373,667 | $24.0M |
| Ascension Capital Advisors, Inc. | 12.64% | Reduce -1.7% | 370,351 | $23.8M |
| D.B. Root & Company, LLC | 8.11% | Add +3.7% | 370,134 | $23.8M |
| Sprinkle Financial Consultants LLC | 18.21% | Add +0.1% | 359,545 | $23.1M |
| St. Johns Investment Management Company, LLC | 10.87% | Reduce -1.7% | 356,260 | $22.9M |
| Stifel Financial Corp. | 0.03% | Reduce -21.2% | 355,577 | $22.8M |
| Carr Financial Group Corp | 7.14% | Add +3.7% | 349,398 | $22.4M |
| Anchor Investment Management, LLC | 2.30% | Add +12.9% | 347,429 | $22.3M |
| Asset Dedication, LLC | 1.54% | Reduce -2.7% | 346,176 | $22.2M |
| St. Louis Trust Co | 3.34% | Add +0.3% | 339,827 | $21.8M |
| Valley Forge Investment Consultants Inc. Adv | 8.14% | Add +1.4% | 334,737 | $21.5M |
| Red Cedar Investment Management, LLC | 2.88% | Reduce -16.2% | 328,270 | $21.1M |
| Osaic Holdings, Inc. | 0.05% | Add +42.8% | 327,733 | $21.1M |
| Provident Wealth Management, LLC | 7.52% | Add +1.4% | 319,877 | $20.6M |
| Salem Investment Counselors Inc. | 0.65% | Reduce -0.2% | 312,861 | $20.1M |
| Sound View Wealth Advisors Group, LLC | 2.07% | Reduce -2.9% | 312,937 | $20.1M |
| Bell Investment Advisors, Inc | 3.84% | Add +2.5% | 304,718 | $19.6M |
| Ethos Financial Group, LLC | 3.47% | Add +5.1% | 303,298 | $19.5M |
| Hengehold Capital Management LLC | 1.98% | Reduce -1.1% | 296,321 | $19.0M |
| Ancora Advisors LLC | 0.47% | Reduce -1.9% | 296,071 | $19.0M |
| Cwm, LLC | 0.09% | Reduce -10.4% | 292,145 | $18.8M |
| Truist Financial Corp. | 0.03% | Reduce -2.2% | 291,934 | $18.8M |
| Clearwater Capital Advisors, LLC | 1.98% | Reduce -0.6% | 290,642 | $18.7M |
| Lowe Brockenbrough & Co. Inc. | 1.24% | Reduce -0.2% | 289,132 | $18.6M |
| WBH Advisory Inc. | 1.87% | Reduce -0.6% | 287,871 | $18.5M |
| MAI Capital Management | 0.18% | Reduce -6.5% | 286,397 | $18.4M |
| Koesten, Hirschmann & Crabtree, INC. | 11.72% | No change | 294,118 | $18.3M |
| FMR LLC | 0.00% | Add +6.3% | 281,818 | $18.1M |
| Blue Bell Private Wealth Management, LLC | 3.73% | Reduce -1.3% | 281,362 | $18.1M |
| Black Diamond Financial, LLC | 3.44% | Reduce -3.2% | 277,037 | $17.8M |
| Cetera Investment Advisers | 0.04% | Reduce -2.6% | 274,769 | $17.7M |
| Sheets Smith Wealth Management | 2.07% | Add +2.0% | 269,413 | $17.3M |
| B & T Capital Management DBA Alpha Capital Management | 3.33% | Add +2.4% | 266,190 | $17.1M |
| Northwest Capital Management Inc | 6.11% | Reduce -19.4% | 260,457 | $16.7M |
| Abound Wealth Management | 6.12% | Reduce -1.2% | 258,239 | $16.6M |
| Coldstream Capital Management Inc. | 0.40% | Reduce -0.6% | 257,002 | $16.5M |
| Essex LLC | 3.64% | Add +7.3% | 253,004 | $16.3M |
| Buckingham Strategic Wealth, LLC | 0.17% | Reduce -2.2% | 250,329 | $16.1M |
| Leavell Investment Management, Inc. | 0.86% | Reduce -0.1% | 241,867 | $15.6M |
| Focus Financial Network, Inc. | 0.64% | Add +0.2% | 227,949 | $15.0M |
| Wealthcare Advisory Partners LLC | 0.46% | Reduce -15.0% | 230,218 | $14.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.45% | Add +0.3% | 229,893 | $14.8M |
| Hart & Patterson Financial Group LLC | 7.31% | Reduce -1.9% | 229,652 | $14.8M |
| First National Corp. /Ma/ | 3.51% | Add +1.0% | 229,110 | $14.7M |
| Transamerica Financial Advisors, LLC | 1.55% | No change | 226,343 | $14.5M |
| Kestra Advisory Services, LLC | 0.08% | Add +327.0% | 249,712 | $14.4M |
| Jones Financial Companies LLLP | 0.02% | Add +12.4% | 221,912 | $14.3M |
| Tortoise Investment Management, LLC | 1.62% | Add +9.8% | 221,005 | $14.2M |
| MCF Advisors LLC | 1.05% | Reduce -0.5% | 215,466 | $13.8M |
| Csenge Advisory Group | 0.79% | Add +2.3% | 215,456 | $13.8M |
| Vantage Financial Partners, LLC | 3.53% | Add +1.8% | 211,533 | $13.6M |
| Prosperity Wealth Management, Inc. | 6.64% | Reduce -18.2% | 210,031 | $13.5M |
| Farther Finance Advisors, LLC | 0.64% | Add +0.6% | 204,862 | $13.2M |
| Lutz Financial Services LLC | 1.15% | Reduce -3.3% | 205,267 | $13.2M |
| Leisure Capital Management | 6.07% | Reduce -1.1% | 202,735 | $13.0M |
| Arlington Trust Co LLC | 3.06% | Add +0.1% | 201,983 | $13.0M |
| Northern Trust Corp. | 0.00% | Add +7.0% | 201,832 | $13.0M |
| Councilor Wealth, LLC | 6.62% | Reduce -4.4% | 199,670 | $12.8M |
| Foundations Investment Advisors, LLC | 0.31% | Add +31.0% | 196,622 | $12.6M |
| Cobblestone Capital Advisors LLC | 0.76% | Reduce -27.8% | 192,314 | $12.4M |
| Redhawk Wealth Advisors, Inc. | 1.87% | Add +14.2% | 190,848 | $12.3M |
| Trinity Legacy Partners, LLC | 3.42% | Add +1.0% | 186,992 | $12.0M |
| Sigma Planning Corp | 0.38% | Add +1.9% | 184,723 | $11.9M |
| Arcadia Investment Advisors LLC | 6.71% | Reduce -7.8% | 184,094 | $11.8M |
| Sensible Financial Planning & Management, LLC. | 2.55% | Reduce -1.0% | 183,550 | $11.8M |
| IFP Advisors, Inc | 0.46% | Add +2.1% | 179,824 | $11.6M |
| Private Capital Management LLC | 2.28% | Reduce -4.5% | 178,611 | $11.5M |
| Investors Research Corp | 2.65% | Add +5.6% | 176,633 | $11.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.87% | Reduce -11.6% | 175,033 | $11.2M |
| AQR Capital Management | 0.02% | Add +10.9% | 174,050 | $11.2M |
| Allen Capital Group, LLC | 1.57% | Add +0.3% | 173,437 | $11.1M |
| Pillar Wealth Advisors, LLC | 13.37% | Reduce -43.0% | 173,312 | $11.1M |
| Revolve Wealth Partners, LLC | 1.80% | Reduce -3.5% | 169,819 | $10.9M |
| Nottingham Advisors, Inc. | 1.29% | Reduce -4.3% | 169,643 | $10.9M |
| CAP Partners, LLC | 8.69% | Add +4.2% | 166,438 | $10.7M |
| Debussy Capital Management LP | 3.04% | Add +2.6% | 166,113 | $10.7M |
| Lodestar Private Asset Management LLC | 1.45% | Reduce -2.7% | 164,110 | $10.5M |
| Forte Capital LLC | 1.27% | Add +0.6% | 163,314 | $10.5M |
| North Star Asset Management Inc. | 0.50% | Add +0.8% | 162,916 | $10.5M |
| Private Advisor Group, LLC | 0.07% | Add +40.5% | 160,155 | $10.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.31% | Add +0.6% | 159,558 | $10.3M |
| G2 Capital Management, LLC / Oh | 3.17% | Reduce -2.4% | 158,704 | $10.2M |
| Morling Financial Advisors, LLC | 4.44% | Reduce -0.4% | 158,500 | $10.2M |
| Sanctuary Advisors, LLC | 0.07% | — | 167,635 | $10.1M |
| Planning Alternatives Ltd. | 1.62% | Reduce -5.5% | 155,962 | $10.0M |
| MML Investors Services, LLC | 0.04% | Reduce -4.8% | 155,497 | $10.0M |
| Montis Financial, LLC | 4.54% | Reduce -4.3% | 154,135 | $9.9M |
| Cooper/Haims Advisors, LLC | 5.50% | Reduce -9.6% | 152,643 | $9.8M |
| Northwest Investment Counselors, LLC | 2.43% | Add +1.1% | 150,800 | $9.7M |
| R. W. Roge & Company, Inc. | 5.49% | Reduce -7.7% | 149,686 | $9.6M |
| SWS Partners | 2.86% | Reduce -23.9% | 148,975 | $9.6M |
| Strategic Family Wealth Counselors, L.L.C. | 3.63% | Add +0.2% | 148,643 | $9.6M |
| Cahill Financial Advisors Inc. | 1.31% | Reduce -1.6% | 148,532 | $9.5M |
| Farrell Financial LLC | 7.32% | Reduce -2.6% | 146,333 | $9.4M |
| Gladstone Institutional Advisory LLC | 0.49% | Add +4.6% | 145,646 | $9.4M |
| CVA Family Office, LLC | 1.67% | Add +6.7% | 144,018 | $9.3M |
| Peapack Gladstone Financial Corp. | 0.14% | Add +7.0% | 143,162 | $9.2M |
| Caprock Group, LLC | 0.37% | Add +356.6% | 142,470 | $9.2M |
| NorthRock Partners, LLC | 0.35% | Reduce -5.9% | 142,330 | $9.2M |
| Jacobi Capital Management LLC | 0.79% | Add +801.3% | 142,041 | $9.1M |
| NewEdge Advisors, LLC | 0.07% | Add +37.0% | 139,899 | $9.0M |
| American Money Management, LLC | 1.91% | Add +1.9% | 139,504 | $9.0M |
| Lake Street Advisors Group, LLC | 0.43% | No change | 137,847 | $8.9M |
| Avidian Wealth Enterprises, LLC | 0.43% | New | 138,191 | $8.9M |
| RTD Financial Advisors, Inc. | 1.17% | Reduce -1.3% | 134,933 | $8.7M |
| Voisard Asset Management Group, Inc. | 4.16% | Reduce -2.9% | 132,529 | $8.5M |
| AA Financial Advisors, LLC | 2.99% | Reduce -1.9% | 132,226 | $8.5M |
| Castle Wealth Management LLC | 4.04% | Reduce -9.5% | 130,976 | $8.4M |
| Ami Investment Management Inc. | 2.90% | Reduce -1.9% | 129,555 | $8.3M |
| Up Strategic Wealth Investment Advisors LLC | 12.60% | Add +12.3% | 129,522 | $8.3M |
| Pacific Capital Wealth Advisors, Inc. | 1.49% | Reduce -0.3% | 127,418 | $8.2M |
| Brand Asset Management Group, Inc. | 3.44% | Reduce -1.0% | 126,824 | $8.1M |
| MBA Advisors LLC | 4.10% | Reduce -1.4% | 124,914 | $8.0M |
| SigFig Wealth Management, LLC | 0.30% | Add +63.4% | 131,994 | $8.0M |
| Wealthspire Retirement, LLC | 0.67% | Reduce -12.4% | 123,808 | $8.0M |
| Element Wealth, LLC | 4.48% | Reduce -1.6% | 123,770 | $8.0M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.7% | 123,734 | $7.9M |
| Raine Group LLC | 54.17% | No change | 123,087 | $7.9M |
| Patriot Investment Management Group, Inc. | 0.62% | Reduce -9.0% | 122,934 | $7.9M |
| U.S. Capital Wealth Advisors, LLC | 0.30% | Add +3.0% | 121,527 | $7.8M |
| Grant Street Asset Management, Inc. | 2.43% | Add +1.8% | 120,545 | $7.7M |
| Elevation Wealth Partners, LLC | 3.64% | Reduce -9.7% | 119,765 | $7.7M |
| Clear Rock Advisors, LLC | 3.27% | Reduce -5.2% | 119,257 | $7.7M |
| Lee Financial Co | 1.25% | Add +0.7% | 118,601 | $7.6M |
| Muirfield Wealth Advisors LLC | 7.14% | Add +1.6% | 118,391 | $7.6M |
| Flputnam Investment Management Co. | 0.14% | Add +2.5% | 117,309 | $7.5M |
| Consilium Wealth Advisory, LLC | 4.09% | Reduce -2.5% | 116,516 | $7.5M |
| Equitable Holdings, Inc. | 0.08% | Reduce -17.2% | 116,492 | $7.5M |
| Oakwell Private Wealth Management, LLC | 2.09% | Reduce -0.3% | 115,205 | $7.4M |
| L2 Asset Management, LLC | 2.22% | New | 114,833 | $7.4M |
| Carmichael Hill & Associates, Inc. | 2.99% | Add +7.9% | 114,312 | $7.3M |
| Red Tortoise LLC | 4.00% | Reduce -2.3% | 114,138 | $7.3M |
| Atria Investments, Inc | 0.09% | Add +28.5% | 113,590 | $7.3M |
| Krilogy Financial LLC | 0.53% | Reduce -0.4% | 111,936 | $7.2M |
| Ironwood Wealth Management, LLC. | 2.34% | Reduce -5.8% | 111,371 | $7.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +116.4% | 110,235 | $7.1M |
| Walkner Condon Financial Advisors LLC | 1.51% | Add +4.6% | 109,756 | $7.0M |
| Legacy Private Trust Co. | 0.50% | Reduce -2.3% | 108,856 | $7.0M |
| Sentinel Pension Advisors, LLC | 1.44% | Add +5.2% | 108,121 | $6.9M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Add +17.7% | 105,949 | $6.8M |
| LongView Wealth Management | 2.51% | Add +16.7% | 105,790 | $6.8M |
| Townsquare Capital LLC | 0.09% | Reduce -10.5% | 104,762 | $6.7M |
| Circle Wealth Management, LLC | 0.15% | No change | 102,465 | $6.6M |
| Paulson Wealth Management Inc. | 1.92% | Reduce -7.0% | 102,297 | $6.6M |
| Nicollet Investment Management, Inc. | 2.44% | Add +0.0% | 101,723 | $6.5M |
| Gradient Capital Advisors, LLC | 2.33% | Reduce -2.5% | 101,509 | $6.5M |
| United Advisor Group, LLC | 2.02% | Reduce -8.0% | 101,395 | $6.5M |
| Rosenberg Matthew Hamilton | 1.92% | Add +6.2% | 100,782 | $6.5M |
| Waverly Advisors, LLC | 0.13% | Add +8.4% | 100,442 | $6.5M |
| Harbor Group, Inc. | 1.64% | Reduce -1.4% | 99,674 | $6.4M |
| Citadel Advisors | 0.01% | Add +17395.8% | 99,551 | $6.4M |
| MinichMacGregor Wealth Management, LLC | 1.55% | Reduce -0.6% | 98,825 | $6.3M |
| Arcataur Capital Management LLC | 2.26% | Add +0.2% | 98,702 | $6.3M |
| MBL Wealth, LLC | 0.70% | Reduce -3.4% | 97,230 | $6.2M |
| Cornerstone Wealth Advisors, Inc. | 1.87% | Reduce -2.8% | 97,215 | $6.2M |
| Truepoint, Inc. | 0.18% | Reduce -12.8% | 96,827 | $6.2M |
| Blackhawk Capital Partners, LLC | 3.75% | Reduce -2.3% | 96,786 | $6.2M |
| Arbor Trust Wealth Advisors, LLC | 3.25% | Reduce -0.5% | 95,975 | $6.2M |
| EP Wealth Advisors, LLC | 0.07% | Add +11.2% | 96,206 | $6.2M |
| Sfmg, LLC | 0.53% | Add +0.4% | 95,108 | $6.1M |
| Bartlett & Co. Wealth Management LLC | 0.09% | No change | 94,708 | $6.1M |
| Legacy Financial Group, Inc. | 2.31% | Reduce -3.0% | 94,897 | $6.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.82% | Reduce -3.8% | 94,167 | $6.1M |
| Guardian Financial Partners, LLC | 3.98% | Add +3.2% | 93,485 | $6.0M |
| Bigelow Investment Advisors, LLC | 2.84% | Reduce -0.1% | 92,616 | $6.0M |
| Clayton Financial Group LLC | 2.56% | Add +3.5% | 95,544 | $5.9M |
| Perigon Wealth Management, LLC | 0.17% | Reduce -2.2% | 91,628 | $5.9M |
| Omega Financial Group, LLC | 2.38% | Reduce -5.3% | 91,393 | $5.9M |
| Retireful, LLC | 2.76% | New | 91,203 | $5.9M |
| Madden Advisory Services, Inc. | 2.96% | Reduce -0.6% | 90,636 | $5.8M |
| Maia Wealth LLC | 1.74% | — | 87,311 | $5.8M |
| Curbstone Financial Management Corp | 1.25% | Add +0.8% | 89,280 | $5.7M |
| Santori & Peters, Inc. | 2.43% | Reduce -2.0% | 88,649 | $5.7M |
| Berkshire Asset Management LLC | 0.28% | Add +2.0% | 88,518 | $5.7M |
| Exchange Capital Management, Inc. | 0.93% | Reduce -6.9% | 88,514 | $5.7M |
| Droms Strauss Advisors Inc. /Mo/ | 2.04% | Reduce -0.2% | 87,720 | $5.6M |
| Triangle Securities Wealth Management | 1.57% | Reduce -3.8% | 86,402 | $5.6M |
| Klingenstein Fields & Co. LP | 0.23% | Add +1.3% | 85,878 | $5.5M |
| Barden Capital Management, Inc. | 5.16% | Reduce -0.9% | 85,260 | $5.5M |
| Shelton Wealth Management, LLC | 3.26% | Reduce -16.4% | 84,940 | $5.5M |
| Aspiriant, LLC | 0.22% | No change | 84,776 | $5.4M |
| Phillips Financial Management, LLC | 0.45% | Reduce -0.2% | 84,068 | $5.4M |
| Signature Estate & Investment Advisors LLC | 0.13% | Add +738.0% | 83,893 | $5.4M |
| Consolidated Portfolio Review Corp | 1.25% | Add +6.5% | 83,703 | $5.4M |
| Carolina Wealth Advisors, LLC | 2.64% | Add +7.5% | 83,624 | $5.4M |
| Birchbrook, Inc. | 3.20% | Reduce -1.0% | 83,054 | $5.3M |
| Sage Mountain Advisors LLC | 0.49% | No change | 83,031 | $5.3M |
| Vise Technologies, Inc. | 0.92% | Reduce -2.7% | 81,917 | $5.3M |
| Napatree Capital LLC | 4.19% | Add +18.5% | 80,479 | $5.2M |
| Tempus Wealth Planning, LLC | 2.16% | Reduce -0.2% | 80,403 | $5.2M |
| West Oak Capital, LLC | 2.04% | Reduce -1.7% | 78,884 | $5.1M |
| Van Cleef Asset Management,Inc | 0.62% | Add +5.3% | 77,119 | $5.0M |
| Parallel Advisors, LLC | 0.13% | Add +5.5% | 76,105 | $4.9M |
| Bank of New York Mellon Corp | 0.00% | Add +23.0% | 76,104 | $4.9M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +2.2% | 75,706 | $4.9M |
| Lido Advisors, LLC | 0.04% | Reduce -6.4% | 75,080 | $4.8M |
| Mutual Advisors, LLC | 0.15% | Reduce -0.4% | 74,934 | $4.8M |
| Bailard, Inc. | 0.13% | Reduce -6.7% | 73,651 | $4.7M |
| Financial Advisors, LLC | 0.96% | Reduce -2.3% | 73,314 | $4.7M |
| Savvy Advisors, Inc. | 1.53% | Add +2.6% | 73,092 | $4.7M |
| Berkeley, Inc | 2.90% | Reduce -3.7% | 72,540 | $4.7M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -0.4% | 72,419 | $4.7M |
| Mengis Capital Management, Inc. | 0.94% | Reduce -1.9% | 71,756 | $4.6M |
| Hutchens & Kramer Investment Management Group, LLC | 2.49% | Reduce -0.5% | 70,135 | $4.5M |
| Van Strum & Towne Inc. | 1.64% | Add +3.1% | 70,285 | $4.5M |
| Mission Wealth Management, LP | 0.12% | Reduce -24.0% | 70,103 | $4.5M |
| Peak Financial Management, Inc. | 1.41% | Reduce -2.8% | 70,081 | $4.5M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -4.8% | 69,362 | $4.5M |
| Trivium Point Advisory, LLC | 0.67% | Add +10.1% | 69,471 | $4.5M |
| Creekside Partners | 2.46% | — | 69,252 | $4.4M |
| Sigma Investment Counselors Inc. | 0.28% | Add +1.5% | 68,825 | $4.4M |
| Missouri Trust & Investment Co | 1.65% | Add +0.3% | 68,070 | $4.4M |
| Denver PWM, LLC | 1.74% | Reduce -66.0% | 67,880 | $4.4M |
| Axxcess Wealth Management, LLC | 0.12% | Reduce -3.4% | 66,153 | $4.3M |
| Integrated Advisors Network LLC | 0.22% | Reduce -1.5% | 65,622 | $4.2M |
| Cambridge Financial Group, LLC | 1.92% | Add +11.0% | 65,462 | $4.2M |
| GPM Growth Investors, Inc. | 1.78% | — | 65,233 | $4.2M |
| Exencial Wealth Advisors, LLC | 0.16% | Reduce -7.3% | 65,128 | $4.2M |
| Winthrop Advisory Group LLC | 0.57% | Reduce -1.3% | 65,031 | $4.2M |
| Vanguard Personalized Indexing Management, LLC | 0.08% | Add +0.8% | 63,974 | $4.1M |
| Elite Life Management LLC | 15.93% | Add +15.0% | 63,929 | $4.1M |
| Sharkey, Howes & Javer | 0.66% | Reduce -2.6% | 63,191 | $4.1M |
| PFG Advisors | 0.27% | Add +0.7% | 63,153 | $4.1M |
| Dakota Wealth Management | 0.10% | Add +20.5% | 62,934 | $4.1M |
| Ieq Capital, LLC | 0.05% | Add +29.0% | 62,989 | $4.0M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -1.4% | 62,494 | $4.0M |
| Bank of Montreal | 0.00% | Reduce -6.0% | 61,814 | $4.0M |
| Advisory Services Network, LLC | 0.08% | Add +8.6% | 62,115 | $4.0M |
| Waterloo Capital, L.P. | 0.48% | Add +1.9% | 61,773 | $4.0M |
| Cynosure Group, LLC | 0.64% | No change | 61,750 | $4.0M |
| Clearview Wealth Advisors LLC | 3.46% | New | 61,644 | $4.0M |
| Hantz Financial Services, Inc. | 0.08% | Reduce -19.8% | 61,635 | $4.0M |
| Eagle Capital Management, LLC | 1.74% | Reduce -1.2% | 61,484 | $4.0M |
| Valmark Advisers, Inc. | 0.07% | Reduce -2.4% | 60,886 | $3.9M |
| Merriman Wealth Management, LLC | 0.17% | Reduce -1.4% | 60,614 | $3.9M |
| Raymond James & Associates | 0.00% | Reduce -35.4% | 59,482 | $3.8M |
| Thrive Wealth Management, LLC | 0.75% | Add +3.4% | 59,379 | $3.8M |
| Summit Place Financial Advisors, LLC | 2.25% | Reduce -2.4% | 59,243 | $3.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +0.1% | 58,523 | $3.8M |
| Summit Financial Strategies, Inc. | 0.47% | Reduce -0.1% | 58,639 | $3.8M |
| RHS Financial, LLC | 2.29% | Add +2.0% | 58,279 | $3.7M |
| Procyon Advisors, LLC | 0.28% | Reduce -28.0% | 57,939 | $3.7M |
| Pathstone Holdings, LLC | 0.02% | Reduce -9.2% | 57,711 | $3.7M |
| Pinion Investment Advisors, LLC | 1.84% | Reduce -8.9% | 57,707 | $3.7M |
| AlphaCore Capital LLC | 0.90% | Reduce -19.4% | 57,518 | $3.7M |
| Asset Management Group, Inc. | 0.56% | Add +0.7% | 57,419 | $3.7M |
| Ignite Planners, LLC | 0.90% | Add +0.8% | 56,207 | $3.7M |
| Fort Vancouver Investment Management, LLC | 3.51% | — | 56,889 | $3.7M |
| Ausdal Financial Partners, Inc. | 0.39% | Add +2.3% | 56,364 | $3.6M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -6.4% | 56,315 | $3.6M |
| Hollencrest Capital Management | 0.16% | No change | 56,086 | $3.6M |
| MeadowBrook Investment Advisors LLC | 3.46% | Reduce -0.1% | 55,941 | $3.6M |
| Somerset Group LLC | 3.19% | Add +20.3% | 55,927 | $3.6M |
| Hanseatic Management Services Inc. | 5.35% | Reduce -10.1% | 55,463 | $3.6M |
| Jane Street Group, LLC | 0.00% | Reduce -58.7% | 54,327 | $3.5M |
| ETF Store, Inc. | 3.59% | Reduce -48.8% | 54,188 | $3.5M |
| Sand Hill Global Advisors, LLC | 0.16% | Reduce -0.2% | 54,002 | $3.5M |
| Asset Planning Services Inc. /La/ | 1.83% | Add +1.7% | 53,840 | $3.5M |
| Naples Global Advisors, LLC | 0.35% | Add +1.8% | 53,615 | $3.5M |
| First Foundation Advisors | 0.13% | Add +170.4% | 53,749 | $3.5M |
| Brookstone Capital Management | 0.06% | Reduce -14.4% | 51,399 | $3.4M |
| Poehling Capital Management, INC. | 0.90% | No change | 51,236 | $3.3M |
| Beaumont Financial Advisors, LLC | 0.26% | Reduce -1.5% | 51,002 | $3.3M |
| VanderPol Investments L.L.C. | 9.93% | Add +9.3% | 50,915 | $3.3M |
| Prudential Financial Inc. | 0.00% | Add +25.7% | 50,796 | $3.3M |
| Money Concepts Capital Corp. | 0.27% | Add +996.4% | 50,348 | $3.2M |
| Next Capital Management LLC | 1.35% | Reduce -1.4% | 49,744 | $3.2M |
| Heritage Trust Co | 0.42% | No change | 49,600 | $3.2M |
| Wedmont Private Capital | 0.20% | Add +1.0% | 47,620 | $3.2M |
| Edge Capital Group, LLC | 0.15% | Reduce -1.1% | 48,346 | $3.1M |
| 1900 Wealth Management LLC | 0.28% | Reduce -0.2% | 47,271 | $3.0M |
| Western Wealth Management, LLC | 0.22% | Reduce -2.9% | 47,180 | $3.0M |
| Fagan Associates, Inc. | 0.53% | Reduce -1.3% | 46,932 | $3.0M |
| Brighton Jones LLC | 0.10% | Add +1.9% | 46,892 | $3.0M |
| Financial Counselors Inc. | 0.05% | Add +8.3% | 46,780 | $3.0M |
| Avior Wealth Management, LLC | 0.13% | Reduce -5.1% | 46,751 | $3.0M |
| Broadview Financial Management, LLC | 2.18% | Reduce -2.7% | 46,545 | $3.0M |
| One Capital Management, LLC | 0.10% | Reduce -1.2% | 46,428 | $3.0M |
| Condor Capital Management | 0.29% | Reduce -0.6% | 46,428 | $3.0M |
| GW Henssler & Associates Ltd. | 0.18% | Reduce -0.6% | 46,083 | $3.0M |
| Summit Trail Advisors, LLC | 0.08% | New | 45,825 | $3.0M |
| Valeo Financial Advisors, LLC | 0.09% | Add +0.2% | 45,571 | $2.9M |
| Commerce Bank | 0.02% | Add +86.0% | 45,404 | $2.9M |
| VERITY Wealth Advisors | 2.16% | No change | 44,917 | $2.9M |
| Flower City Capital | 1.86% | Reduce -1.5% | 44,772 | $2.9M |
| Kathmere Capital Management, LLC | 0.31% | Reduce -2.9% | 44,793 | $2.9M |
| TD Private Client Wealth LLC | 0.09% | Add +4.0% | 44,744 | $2.9M |
| World Investment Advisors | 0.18% | Add +0.2% | 44,621 | $2.9M |
| John W. Brooker & Co., CPAs | 1.43% | Add +2.9% | 44,413 | $2.9M |
| C M Bidwell & Associates Ltd. | 1.89% | Reduce -2.2% | 44,014 | $2.8M |
| Capasso Planning Partners LLC | 0.92% | Add +116.6% | 43,911 | $2.8M |
| Roundview Capital LLC | 0.22% | Reduce -0.7% | 43,856 | $2.8M |
| Mosaic Family Wealth Partners, LLC | 0.45% | No change | 43,695 | $2.8M |
| Abbrea Capital, LLC | 0.37% | Reduce -3.8% | 43,399 | $2.8M |
| Values Added Financial LLC | 2.01% | Add +8.9% | 43,413 | $2.8M |
| Elmwood Wealth Management, Inc. | 1.24% | Add +2.0% | 43,266 | $2.8M |
| Avantax Planning Partners, Inc. | 0.09% | Add +7.0% | 42,914 | $2.8M |
| Jackson Creek Investment Advisors LLC | 1.01% | Add +2.8% | 42,893 | $2.8M |
| Bleakley Financial Group, LLC | 0.08% | Add +6.2% | 42,769 | $2.7M |
| Simplicity Wealth,LLC | 0.06% | Add +6.2% | 42,769 | $2.7M |
| Zacks Investment Management | 0.03% | Add +9.4% | 42,746 | $2.7M |
| Clear Investment Research, LLC | 3.57% | Add +0.6% | 42,668 | $2.7M |
| Lazard Asset Management LLC | 0.00% | No change | 42,314 | $2.7M |
| BOK Financial Private Wealth, Inc. | 0.20% | Reduce -0.5% | 41,640 | $2.7M |
| Visionary Wealth Advisors | 0.17% | Add +7.8% | 41,398 | $2.7M |
| Alesco Advisors, LLC, An ESL Co | 0.09% | Reduce -5.7% | 41,366 | $2.7M |
| Johnson Financial Group, LLC | 0.35% | Reduce -2.8% | 41,356 | $2.7M |
| Game Plan Financial Advisors, LLC | 1.47% | Add +3.6% | 41,352 | $2.7M |
| Elgethun Capital Management | 0.67% | Add +0.8% | 41,264 | $2.7M |
| Nova R Wealth, Inc. | 1.37% | Reduce -51.5% | 41,250 | $2.7M |
| Elser Financial Planning, Inc | 0.44% | — | 41,199 | $2.6M |
| CIBC Private Wealth Group LLC | 0.01% | Add +22.7% | 40,291 | $2.6M |
| Advisors Management Group Inc. | 0.66% | Add +1.3% | 40,823 | $2.6M |
| Cabot Wealth Management Inc. | 0.34% | Reduce -3.5% | 40,692 | $2.6M |
| WealthShield Partners, LLC | 0.39% | Add +2.8% | 40,104 | $2.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -0.3% | 40,079 | $2.6M |
| Freestone Capital Holdings, LLC | 0.09% | Add +1.3% | 39,931 | $2.6M |
| Phocas Financial Corp. | 0.29% | Add +20.1% | 39,818 | $2.6M |
| Wealth Group Ltd | 0.77% | Reduce -0.0% | 39,576 | $2.5M |
| GTS Securities LLC | 0.05% | Add +281.4% | 39,300 | $2.5M |
| Seneca Financial Advisors LLC | 1.31% | Reduce -0.1% | 39,231 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.0% | 39,181 | $2.5M |
| Front Row Advisors LLC | 0.87% | Reduce -1.3% | 38,629 | $2.5M |
| Nicholas Hoffman & Company, LLC. | 0.12% | Reduce -0.1% | 38,504 | $2.5M |
| Stordahl Capital Management, Inc. | 0.62% | Reduce -1.5% | 38,362 | $2.5M |
| Plancorp, LLC | 0.11% | Add +0.5% | 38,145 | $2.5M |
| Pittenger & Anderson Inc. | 0.10% | Add +1.8% | 38,120 | $2.4M |
| Joseph P. Lucia & Associates, LLC | 1.23% | Reduce -4.0% | 37,297 | $2.4M |
| Clearstead Advisors, LLC | 0.04% | Add +125.1% | 37,110 | $2.4M |
| Diversify Advisory Services, LLC | 0.13% | Reduce -5.4% | 36,332 | $2.4M |
| Traphagen Investment Advisors LLC | 0.25% | No change | 36,323 | $2.3M |
| Smith Anglin Financial, LLC | 0.23% | Reduce -1.4% | 35,919 | $2.3M |
| Townsend Asset Management Corp. /NC/ | 0.88% | Reduce -0.1% | 35,462 | $2.3M |
| FAS Wealth Partners, Inc. | 0.19% | Reduce -5.4% | 34,919 | $2.2M |
| Zhang Financial LLC | 0.16% | Add +5.2% | 34,574 | $2.2M |
| Calamos Wealth Management LLC | 0.12% | New | 34,484 | $2.2M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -3.4% | 34,336 | $2.2M |
| CCG Wealth Management, LLC | 1.24% | Reduce -2.9% | 34,334 | $2.2M |
| Garde Capital, Inc. | 0.15% | Reduce -1.4% | 34,288 | $2.2M |
| Wedgewood Investors Inc. | 2.59% | — | 33,991 | $2.2M |
| Grant/GrossMendelsohn, LLC | 0.98% | Add +3.0% | 33,274 | $2.1M |
| Zimmermann Investment Management & Planning LLC | 0.71% | Reduce -8.0% | 33,156 | $2.1M |
| Mitchell Capital Management Co. | 0.37% | Reduce -10.6% | 32,906 | $2.1M |
| Blair William & Co. | 0.01% | Add +15.8% | 32,670 | $2.1M |
| Stevens Capital Partners | 1.08% | Add +4.6% | 32,550 | $2.1M |
| FinDec Wealth Services, Inc. | 1.32% | Reduce -2.1% | 32,482 | $2.1M |
| Duncker Streett & Co. Inc. | 0.40% | Reduce -0.0% | 32,142 | $2.1M |
| Capital Advisors Inc. | 0.04% | Add +1.3% | 32,104 | $2.1M |
| Wynn Capital, LLC | 1.52% | No change | 32,005 | $2.1M |
| Compass Financial Group, INC | 0.44% | Add +10.0% | 31,602 | $2.0M |
| Verum Partners LLC | 0.66% | Reduce -0.4% | 31,573 | $2.0M |
| Fifth Third Securities, Inc. | 0.19% | Reduce -6.7% | 31,466 | $2.0M |
| Empower Advisory Group, LLC | 0.01% | Reduce -3.2% | 31,477 | $2.0M |
| Quantinno Capital Management LP | 0.04% | Add +257.3% | 31,294 | $2.0M |
| Signaturefd, LLC | 0.04% | Add +56.4% | 31,172 | $2.0M |
| Worth Asset Management, LLC | 1.19% | Add +9.2% | 31,129 | $2.0M |
| Tritonpoint Wealth, LLC | 0.19% | Add +0.1% | 31,000 | $2.0M |
| WealthPLAN Partners, LLC | 0.21% | Reduce -1.3% | 31,036 | $2.0M |
| Godsey & Gibb, Inc. | 0.21% | Add +13.2% | 31,007 | $2.0M |
| Wealthcare Capital Management LLC | 0.21% | Reduce -5.8% | 30,962 | $2.0M |
| Sebold Capital Management, Inc. | 1.35% | Reduce -20.4% | 30,519 | $2.0M |
| Rovin Capital /Ut/ | 0.81% | Reduce -2.6% | 30,243 | $1.9M |
| Stockman Wealth Management, Inc. | 0.34% | Add +4.7% | 30,187 | $1.9M |
| S.E.E.D. Planning Group LLC | 0.70% | Reduce -23.4% | 30,163 | $1.9M |
| AdvisorNet Financial, Inc | 0.18% | Reduce -0.5% | 30,099 | $1.9M |
| American Investment Services, Inc. | 0.34% | Reduce -0.6% | 30,074 | $1.9M |
| Thoroughbred Financial Services, LLC | 0.13% | Add +7.6% | 29,983 | $1.9M |
| Capital Advantage, Inc. | 0.39% | Add +5.7% | 29,348 | $1.9M |
| Pettyjohn, Wood & White, Inc. | 0.37% | Reduce -1.2% | 29,858 | $1.9M |
| Simon Quick Advisors, LLC | 0.14% | Add +0.9% | 29,769 | $1.9M |
| Outfitters Financial LLC | 1.58% | Reduce -3.8% | 29,585 | $1.9M |
| Moisand Fitzgerald Tamayo, LLC | 0.28% | Add +0.8% | 29,526 | $1.9M |
| Riverpoint Wealth Management Holdings, LLC | 0.52% | No change | 29,316 | $1.9M |
| Clear Point Advisors Inc. | 1.54% | Reduce -2.2% | 29,140 | $1.9M |
| Relyea Zuckerberg Hanson LLC | 0.31% | No change | 29,114 | $1.9M |
| Virtue Capital Management, LLC | 0.32% | Reduce -10.5% | 28,252 | $1.9M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Reduce -3.2% | 28,793 | $1.8M |
| YHB Investment Advisors, Inc. | 0.16% | Add +1.5% | 28,718 | $1.8M |
| Alpha Omega Wealth Management LLC | 0.35% | Reduce -2.3% | 28,703 | $1.8M |
| Dechtman Wealth Management, LLC | 0.41% | No change | 28,579 | $1.8M |
| Davidson Trust Co. | 1.26% | No change | 28,536 | $1.8M |
| International Private Wealth Advisors LLC | 3.08% | Reduce -11.6% | 28,450 | $1.8M |
| Millennium Capital Advisors, LLC | 1.21% | Add +1.8% | 28,434 | $1.8M |
| Paces Ferry Wealth Advisors, LLC | 1.10% | Reduce -4.5% | 28,423 | $1.8M |
| Global Retirement Partners, LLC | 0.06% | Add +3.7% | 28,375 | $1.8M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Add +0.1% | 28,036 | $1.8M |
| Calamos Advisors LLC | 0.01% | Add +0.3% | 27,601 | $1.8M |
| Vision Capital Management, Inc. | 0.26% | Reduce -2.7% | 27,548 | $1.8M |
| LBMC Investment Advisors, LLC | 0.15% | No change | 27,426 | $1.8M |
| Weaver Capital Management LLC | 0.56% | Add +0.2% | 27,227 | $1.7M |
| Market Street Wealth Management Advisors LLC | 0.30% | Reduce -0.3% | 27,195 | $1.7M |
| Sachem Hill LLC | 0.37% | Add +59.5% | 27,043 | $1.7M |
| JFS Wealth Advisors, LLC | 0.14% | Add +1.3% | 26,973 | $1.7M |
| Hurlow Wealth Management Group, Inc. | 0.59% | Reduce -1.3% | 26,949 | $1.7M |
| Tiaa Trust, National Association | 0.01% | Add +10.8% | 26,778 | $1.7M |
| SeaCrest Wealth Management, LLC | 0.20% | Reduce -6.8% | 26,755 | $1.7M |
| Financial Advocates Investment Management | 0.11% | Add +5.2% | 26,448 | $1.7M |
| Cross Staff Investments Inc | 1.41% | No change | 26,414 | $1.7M |
| Portside Wealth Group, LLC | 0.32% | New | 26,240 | $1.7M |
| Novare Capital Management LLC | 0.15% | No change | 26,235 | $1.7M |
| FineMark National Bank & Trust | 0.06% | No change | 26,060 | $1.7M |
| CGN Advisors LLC | 0.19% | Add +2.8% | 25,730 | $1.7M |
| Bouchey Financial Group, Ltd. | 0.16% | Reduce -0.9% | 25,713 | $1.7M |
| Citigroup Inc. | 0.00% | Add +52.6% | 25,610 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.26% | No change | 25,583 | $1.6M |
| Pinnacle Family Advisors, LLC | 0.91% | Add +20.7% | 25,574 | $1.6M |
| AlTi Global, Inc. | 0.04% | Reduce -0.4% | 25,238 | $1.6M |
| Foster Group, Inc. | 0.06% | Add +11.8% | 25,190 | $1.6M |
| Successful Portfolios LLC | 1.12% | Add +8.8% | 25,061 | $1.6M |
| Main Street Group, LTD | 0.75% | Reduce -1.3% | 24,910 | $1.6M |
| Independent Financial Group, LLC | 0.06% | Reduce -7.8% | 24,919 | $1.6M |
| Breakwater Investment Management | 0.71% | Add +7.6% | 24,627 | $1.6M |
| Granite Bay Wealth Management, LLC | 0.84% | Add +46.9% | 24,432 | $1.6M |
| Larson Financial Group LLC | 0.11% | Add +28.8% | 24,106 | $1.5M |
| Aspen Investment Management Inc | 0.77% | Add +2.9% | 24,028 | $1.5M |
| Lowery Thomas, LLC | 1.13% | Add +41.6% | 24,001 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +7.4% | 23,781 | $1.5M |
| Holderness Investments Co. | 0.36% | Add +4.0% | 23,619 | $1.5M |
| Emergent Wealth Advisors, LLC | 1.22% | Add +0.6% | 23,619 | $1.5M |
| Badgley Phelps Wealth Managers, LLC | 0.04% | Reduce -1.5% | 23,542 | $1.5M |
| MADDEN SECURITIES Corp | 0.67% | Add +20.6% | 23,563 | $1.5M |
| Evanson Asset Management, LLC | 0.11% | No change | 23,543 | $1.5M |
| Human Investing LLC | 0.29% | Reduce -3.7% | 23,507 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -5.4% | 23,421 | $1.5M |
| IHT Wealth Management, LLC | 0.06% | Add +8.5% | 23,374 | $1.5M |
| Hamilton Capital, LLC | 0.11% | Reduce -2.0% | 23,343 | $1.5M |
| Comerica Bank | 0.01% | Add +4.0% | 23,317 | $1.5M |
| American Financial Advisors, LLC | 0.21% | Add +3.0% | 23,299 | $1.5M |
| Clear Creek Financial Management, LLC | 0.18% | No change | 23,176 | $1.5M |
| Callan Capital, LLC | 0.12% | Reduce -0.0% | 23,246 | $1.5M |
| Geller Advisors LLC | 0.11% | Reduce -1.8% | 22,972 | $1.5M |
| Oldfather Financial Services, LLC | 0.60% | Reduce -2.2% | 22,857 | $1.5M |
| Econ Financial Services Corp | 0.91% | Reduce -48.5% | 22,847 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +32.1% | 22,704 | $1.5M |
| Abacus Planning Group, Inc. | 0.28% | Add +0.3% | 22,639 | $1.5M |
| Warwick Investment Management, Inc. | 0.34% | New | 22,556 | $1.4M |
| Jefferies Financial Group Inc. | 0.03% | No change | 22,357 | $1.4M |
| Creative Financial Designs Inc. | 0.13% | Add +5.0% | 22,254 | $1.4M |
| Wiser Advisor Group LLC | 2.25% | Reduce -0.1% | 22,227 | $1.4M |
| Cherry Tree Wealth Management, LLC | 0.36% | Add +0.0% | 22,218 | $1.4M |
| Ifrah Financial Services, Inc. | 0.40% | Reduce -0.4% | 22,053 | $1.4M |
| Capital Advisors, Ltd. LLC | 0.18% | No change | 22,007 | $1.4M |
| Adero Partners, LLC | 0.10% | Reduce -1.3% | 21,964 | $1.4M |
| SpiderRock Advisors, LLC | 0.04% | Reduce -0.0% | 21,936 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +2.9% | 21,861 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.1% | 21,802 | $1.4M |
| RE Dickinson Investment Advisors, LLC | 0.85% | Reduce -5.6% | 21,759 | $1.4M |
| Bradley Foster & Sargent Inc. | 0.03% | No change | 21,578 | $1.4M |
| Sandy Spring Bank | 0.06% | Add +0.4% | 21,422 | $1.4M |
| Formidable Asset Management, LLC | 0.22% | Add +467.8% | 21,309 | $1.4M |
| Chatham Capital Group, Inc. | 0.24% | No change | 21,157 | $1.4M |
| Intrepid Capital Management Inc. | 0.86% | Reduce -1.6% | 21,102 | $1.4M |
| Plotkin Financial Advisors, LLC | 0.87% | Add +18.8% | 21,085 | $1.4M |
| Tudor Investment Corporation | 0.02% | New | 21,067 | $1.4M |
| Principal Securities, Inc. | 0.04% | Reduce -2.9% | 21,025 | $1.4M |
| Peachtree Investment Partners, LLC | 0.53% | Add +125.0% | 21,023 | $1.4M |
| Parsons Capital Management Inc. | 0.09% | Add +63.4% | 20,986 | $1.3M |
| Petra Financial Advisors Inc. | 0.97% | Reduce -28.9% | 20,981 | $1.3M |
| Family Manage LLC | 0.24% | Reduce -0.1% | 20,950 | $1.3M |
| James J. Burns & Company, LLC | 0.26% | Add +77.9% | 20,726 | $1.3M |
| Ironwood Financial, llc | 0.30% | Reduce -0.6% | 20,551 | $1.3M |
| Millennium Management | 0.00% | Add +107.3% | 20,488 | $1.3M |
| Pennsylvania Capital Management Inc. | 0.50% | Reduce -1.8% | 20,315 | $1.3M |
| Ulland Investment Advisors, LLC | 0.98% | Reduce -3.5% | 19,942 | $1.3M |
| Spreng Capital Management, Inc. | 0.66% | Reduce -5.4% | 19,873 | $1.3M |
| Mainstay Capital Management LLC | 0.22% | Reduce -52.7% | 19,753 | $1.3M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Reduce -2.4% | 19,528 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -2.9% | 19,519 | $1.3M |
| Alley Investment Management Company, LLC | 0.17% | Add +0.4% | 19,495 | $1.3M |
| HRT Financial LP | 0.01% | Add +29.1% | 19,285 | $1.2M |
| Evolution Advisers, Inc. | 0.71% | Reduce -8.6% | 19,237 | $1.2M |
| Tenret Co LLC | 0.85% | No change | 19,146 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +27.1% | 19,027 | $1.2M |
| Colorado Capital Management, Inc. | 0.68% | Reduce -20.6% | 19,004 | $1.2M |
| Certuity, LLC | 0.10% | Reduce -0.1% | 18,936 | $1.2M |
| Retirement Planning Group, LLC | 0.08% | Add +25.0% | 18,915 | $1.2M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -2.2% | 18,835 | $1.2M |
| Texas Yale Capital Corp. | 0.06% | No change | 18,697 | $1.2M |
| Asset Allocation Strategies LLC | 0.40% | New | 18,697 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +46520.0% | 18,648 | $1.2M |
| Joule Financial, LLC | 0.49% | Reduce -1.4% | 18,571 | $1.2M |
| Tilia Fiduciary Partners, Inc. | 0.93% | Add +1.4% | 18,605 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -1.5% | 18,595 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +3.3% | 18,453 | $1.2M |
| Keybank National Association | 0.00% | No change | 18,402 | $1.2M |
| Aurora Private Wealth, Inc. | 1.02% | Add +1.6% | 18,131 | $1.2M |
| Everhart Financial Group, Inc. | 0.30% | Reduce -0.9% | 17,830 | $1.1M |
| Fortitude Advisory Group L.L.C. | 0.68% | Reduce -4.6% | 17,763 | $1.1M |
| Cutler Investment Counsel LLC | 0.16% | Add +0.0% | 17,685 | $1.1M |
| Moneco Advisors, LLC | 0.17% | Reduce -13.8% | 17,694 | $1.1M |
| Stone Summit Wealth LLC | 0.41% | Reduce -0.4% | 17,644 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +6.9% | 17,562 | $1.1M |
| Carret Asset Management, LLC | 0.13% | Add +0.2% | 17,350 | $1.1M |
| Aull & Monroe Investment Management Corp | 0.54% | Add +7.0% | 16,999 | $1.1M |
| Firestone Capital Management | 0.29% | Add +2.4% | 16,807 | $1.1M |
| AMG National Trust Bank | 0.03% | No change | 16,778 | $1.1M |
| Vernal Point Advisors, LLC | 0.76% | No change | 16,602 | $1.1M |
| Cozad Asset Management Inc. | 0.11% | No change | 16,522 | $1.1M |
| Compass Advisory Group LLC | 0.47% | Reduce -0.5% | 16,450 | $1.1M |
| Rothschild Wealth LLC | 0.34% | New | 16,483 | $1.1M |
| Park Edge Advisors, LLC | 0.32% | Reduce -16.2% | 16,362 | $1.1M |
| Clarity Capital Advisors, LLC | 0.81% | No change | 16,337 | $1.0M |
| GenWealth Group, Inc. | 0.26% | Reduce -2.4% | 16,253 | $1.0M |
| Alternative Investment Advisors, LLC. | 0.60% | Reduce -7.5% | 16,210 | $1.0M |
| Twele Capital Management, Inc. | 0.24% | Reduce -3.9% | 16,148 | $1.0M |
| Fisher Asset Management | 0.00% | Add +62.7% | 16,045 | $1.0M |
| Cooper Financial Group | 0.15% | Add +7.0% | 16,033 | $1.0M |
| Beam Wealth Advisors, Inc. | 0.34% | Add +14.8% | 16,011 | $1.0M |
| Venture Visionary Partners LLC | 0.05% | Reduce -0.0% | 15,949 | $1.0M |
| Lynx Investment Advisory | 0.76% | — | 15,943 | $1.0M |
| Bfsg, LLC | 0.13% | Reduce -1.0% | 15,760 | $1.0M |
| IFG Advisory, LLC | 0.06% | Reduce -0.6% | 15,727 | $1.0M |
| Renaissance Technologies | 0.00% | New | 15,700 | $1.0M |
| Crewe Advisors LLC | 0.11% | Add +0.2% | 15,539 | $998K |
| Seneca House Advisors | 0.43% | Add +1.9% | 15,388 | $989K |
| Evensky & Katz LLC | 0.07% | Reduce -3.9% | 15,068 | $968K |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -5.7% | 14,989 | $963K |
| KCM Investment Advisors LLC | 0.03% | No change | 14,978 | $962K |
| Ritter Daniher Financial Advisory LLC / DE | 0.30% | Reduce -0.5% | 14,801 | $951K |
| HHM Wealth Advisors, LLC | 0.14% | Reduce -0.4% | 14,739 | $947K |
| Slow Capital, Inc. | 0.15% | Reduce -2.1% | 14,660 | $945K |
| Qube Research & Technologies Ltd | 0.00% | Add +59.9% | 14,703 | $945K |
| Facet Wealth, Inc. | 0.03% | Add +3.7% | 14,615 | $937K |
| Mirador Capital Partners LP | 0.18% | Add +0.5% | 14,521 | $933K |
| Leading Edge Financial Planning LLC | 0.37% | Reduce -6.7% | 14,517 | $933K |
| Sonora Investment Management Group, LLC | 0.07% | No change | 14,953 | $928K |
| Hardin Capital Partners, LLC | 0.60% | — | 14,419 | $926K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +49.5% | 14,264 | $916K |
| Precision Wealth Strategies, LLC | 0.94% | Add +91.1% | 14,215 | $913K |
| Jacobsen Capital Management | 0.40% | Add +0.1% | 14,048 | $903K |
| Gainplan LLC | 0.43% | Reduce -1.2% | 13,938 | $896K |
| Arete Wealth Advisors, LLC | 0.07% | No change | 13,937 | $895K |
| Noble Family Wealth, LLC | 0.26% | No change | 13,916 | $894K |
| Fort Pitt Capital Group, LLC | 0.03% | Reduce -5.4% | 13,851 | $890K |
| Cambridge Advisors Inc. | 0.21% | Add +0.0% | 13,814 | $888K |
| Orcam Financial Group | 0.95% | No change | 13,797 | $886K |
| Walker Financial Services, Inc. | 0.69% | Reduce -3.3% | 13,759 | $884K |
| FSM Wealth Advisors, LLC | 0.30% | No change | 13,758 | $884K |
| Earned Wealth Advisors, LLC | 0.33% | Reduce -0.6% | 13,644 | $877K |
| Evergreen Capital Management LLC | 0.03% | Reduce -0.5% | 13,519 | $871K |
| Marietta Investment Partners LLC | 0.19% | Reduce -0.0% | 13,489 | $867K |
| Garrison Asset Management, LLC | 0.45% | Reduce -1.2% | 13,453 | $864K |
| Claro Advisors Inc. | 0.13% | Reduce -2.1% | 13,405 | $861K |
| One Wealth Management Investment & Advisory Services, LLC | 0.34% | No change | 13,365 | $859K |
| Transform Wealth, LLC | 0.06% | Add +3.2% | 13,207 | $851K |
| Continuum Advisory, LLC | 0.12% | Add +7.8% | 13,226 | $850K |
| Roof Eidam Maycock Peralta, LLC | 0.23% | No change | 13,105 | $842K |
| Dumont & Blake Investment Advisors LLC | 0.12% | Add +89.0% | 13,018 | $836K |
| Robinson Smith Wealth Advisors LLC | 0.74% | No change | 13,014 | $836K |
| Spire Wealth Management | 0.03% | Reduce -62.6% | 12,952 | $832K |
| ORG Partners LLC | 0.10% | New | 12,665 | $816K |
| Franklin Resources Inc. | 0.00% | Add +45.9% | 12,693 | $816K |
| LifePlan Financial, LLC | 0.75% | Add +0.4% | 12,634 | $812K |
| RFG Advisory, LLC | 0.03% | Reduce -27.5% | 12,611 | $810K |
| Sheaff Brock Investment Advisors, LLC | 0.08% | No change | 12,600 | $810K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.8% | 12,501 | $803K |
| Capital Planning LLC | 0.24% | Reduce -52.9% | 12,428 | $801K |
| Capital Investment Counsel, LLC | 0.16% | Reduce -1.7% | 12,421 | $798K |
| Heritage Investment Group, Inc. | 0.11% | No change | 12,268 | $788K |
| Praetorian Wealth Management, Inc. | 0.20% | No change | 12,237 | $786K |
| Fulton Breakefield Broenniman LLC | 0.06% | Reduce -9.7% | 12,146 | $780K |
| FF Advisors,LLC | 0.55% | No change | 12,070 | $775K |
| Bridgewater Advisors Inc. | 0.10% | New | 12,151 | $774K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 12,041 | $774K |
| Oxford Financial Group, LTD. LLC | 0.05% | No change | 11,887 | $764K |
| Summit Asset Management, LLC | 0.09% | Reduce -3.3% | 11,825 | $760K |
| Kiley Juergens Wealth Management, LLC | 0.21% | Reduce -5.9% | 11,766 | $756K |
| Wade Financial Advisory, Inc | 0.27% | No change | 11,726 | $753K |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +0.6% | 11,723 | $753K |
| Victory Financial Group, LLC | 0.35% | New | 11,715 | $753K |
| Keystone Wealth Services, LLC | 0.23% | Add +0.4% | 11,571 | $743K |
| Fragasso Financial Advisors Inc | 0.06% | Reduce -0.7% | 11,497 | $739K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +9.6% | 11,296 | $736K |
| Trellis Wealth Advisors LLC | 0.40% | No change | 11,376 | $731K |
| XML Financial, LLC | 0.07% | No change | 11,368 | $730K |
| Cypress Financial Planning LLC | 0.31% | Add +14.5% | 11,348 | $729K |
| Carnegie Investment Counsel | 0.02% | Add +0.2% | 11,309 | $727K |
| Horst & Graben Wealth Management LLC | 0.14% | Add +44.7% | 11,285 | $725K |
| Ironwood Investment Counsel, LLC | 0.13% | No change | 11,264 | $724K |
| Retirement Income Solutions, Inc. | 0.17% | Reduce -8.6% | 11,138 | $716K |
| Cascade Financial Partners, LLC | 0.09% | Reduce -5.5% | 11,112 | $714K |
| Fiduciary Family Office, LLC | 0.28% | No change | 11,059 | $711K |
| Carlson Capital Management | 0.03% | Reduce -34.0% | 11,017 | $708K |
| Parkside Financial Bank & Trust | 0.11% | No change | 10,960 | $704K |
| Cape Investment Advisory, Inc. | 0.32% | Reduce -0.9% | 10,937 | $703K |
| Belpointe Asset Management LLC | 0.05% | New | 10,857 | $698K |
| Aerodigm Wealth, LLC | 0.32% | New | 10,778 | $692K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -2.3% | 10,754 | $691K |
| CM Wealth Advisors LLC | 0.33% | Reduce -4.7% | 10,708 | $690K |
| Security Financial Services, INC. | 0.15% | No change | 10,729 | $689K |
| Watershed Private Wealth LLC | 0.29% | No change | 10,685 | $687K |
| Rede Wealth, LLC | 0.63% | New | 10,594 | $681K |
| &partners | 0.03% | Add +51.3% | 10,573 | $679K |
| Private Ocean, LLC | 0.06% | Add +287.0% | 10,535 | $677K |
| Peak Asset Management, LLC | 0.13% | Reduce -35.1% | 10,520 | $676K |
| Lifeworks Advisors, LLC | 0.19% | New | 10,508 | $675K |
| Mather Group, Llc. | 0.01% | Add +19.1% | 10,799 | $670K |
| ARK & TLK Investments, LLC | 0.25% | Reduce -0.1% | 10,328 | $664K |
| L. Roy Papp & Associates, LLP | 0.08% | Reduce -18.9% | 10,137 | $651K |
| Ascent Group, LLC | 0.05% | Reduce -2.6% | 10,135 | $651K |
| Austin Private Wealth, LLC | 0.07% | Add +20.0% | 10,109 | $650K |
| Vanguard Group Inc. | 0.00% | Add +6.4% | 10,102 | $649K |
| Tanglewood Wealth Management, Inc. | 0.08% | Reduce -9.3% | 10,099 | $649K |
| Regal Investment Advisors LLC | 0.04% | Add +16.3% | 10,026 | $644K |
| Smartleaf Asset Management LLC | 0.11% | No change | 9,966 | $643K |
| Rockbridge Investment Management, LCC | 0.09% | Add +3.7% | 9,965 | $640K |
| TrueWealth Advisors, LLC | 0.24% | Add +36.3% | 9,919 | $637K |
| Quadrature Capital Ltd | 0.01% | Add +50.2% | 9,898 | $636K |
| Smith Salley Wealth Management | 0.05% | Add +21.0% | 9,897 | $636K |
| Bedel Financial Consulting, Inc. | 0.09% | Reduce -7.1% | 9,885 | $635K |
| Silver Oak Securities, Incorporated | 0.09% | Add +0.4% | 9,844 | $632K |
| Oarsman Capital, Inc. | 0.14% | Reduce -24.8% | 9,695 | $623K |
| Citizens Financial Group Inc. | 0.01% | Add +161.7% | 9,642 | $621K |
| True North Advisors, LLC | 0.17% | Reduce -12.0% | 9,653 | $620K |
| QRG Capital Management, Inc. | 0.01% | Reduce -2.2% | 9,574 | $615K |
| Mason & Associates, LLC | 0.20% | New | 9,527 | $612K |
| Covington Investment Advisors Inc. | 0.10% | Add +6.0% | 9,530 | $612K |
| WestHill Financial Advisors, Inc. | 0.15% | No change | 9,462 | $608K |
| Farmers Trust Co. | 0.12% | Add +33.2% | 9,396 | $604K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -5.3% | 9,387 | $603K |
| Smith, Moore & Co. | 0.06% | No change | 9,281 | $596K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.8% | 9,275 | $596K |
| First County Bank | 0.30% | Reduce -3.3% | 9,226 | $593K |
| Apeiron RIA LLC | 0.18% | Reduce -10.4% | 9,214 | $592K |
| BlackDiamond Wealth Management, LLC | 0.39% | Reduce -2.8% | 9,371 | $588K |
| Gries Financial LLC | 0.12% | No change | 9,122 | $586K |
| GS Investments, Inc. | 0.28% | No change | 9,110 | $585K |
| Your Advocates Ltd., LLP | 0.25% | Reduce -21.0% | 9,083 | $584K |
| Klingman & Associates, LLC | 0.04% | No change | 8,977 | $577K |
| Chesapeake Wealth Management | 0.21% | No change | 8,970 | $576K |
| Aaron Wealth Advisors LLC | 0.08% | No change | 8,942 | $575K |
| GHP Investment Advisors, Inc. | 0.03% | Reduce -2.1% | 8,934 | $574K |
| Catalyst Financial Partners LLC | 0.13% | No change | 8,930 | $574K |
| Safeguard Financial, LLC | 0.16% | Add +0.1% | 8,872 | $570K |
| Moseley Investment Management Inc. | 0.26% | Reduce -0.4% | 8,854 | $569K |
| Beaird Harris Wealth Management, LLC | 0.05% | No change | 8,808 | $566K |
| Hartline Investment Corp./ | 0.08% | Add +146.1% | 8,788 | $565K |
| Evernest Financial Advisors, LLC | 0.25% | No change | 8,740 | $562K |
| Harbour Investment Management LLC | 0.26% | No change | 8,678 | $559K |
| JDM Financial Group LLC | 0.38% | No change | 8,646 | $555K |
| Founders Financial Securities LLC | 0.05% | New | 8,592 | $552K |
| Grey Ledge Advisors, LLC | 0.15% | Add +0.9% | 8,583 | $551K |
| NBT Bank, N.A. | 0.04% | Reduce -23.1% | 8,516 | $547K |
| Accurate Wealth Management, LLC | 0.13% | Add +5.6% | 8,198 | $544K |
| Vertex Planning Partners, LLC | 0.14% | No change | 8,350 | $536K |
| Mgo One Seven LLC | 0.03% | Reduce -19.5% | 8,329 | $535K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -11.0% | 8,323 | $535K |
| Mayfair Advisory Group, LLC | 0.36% | Add +59.7% | 8,024 | $531K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -10.5% | 8,216 | $528K |
| Williams & Novak, LLC | 0.49% | Add +0.8% | 8,181 | $526K |
| Financial Management Network Inc. | 0.13% | Add +0.3% | 7,985 | $523K |
| Old Mission Capital LLC | 0.01% | New | 8,102 | $521K |
| Resurgent Financial Advisors LLC | 0.32% | Reduce -1.6% | 7,996 | $514K |
| AlphaQ Advisors LLC | 1.52% | Reduce -14.6% | 7,978 | $513K |
| Principal Financial Group Inc. | 0.00% | Add +296.2% | 7,964 | $512K |
| Wealth Group, Ltd. | 0.36% | Add +36.9% | 7,879 | $506K |
| Stratos Wealth Advisors, LLC | 0.03% | New | 7,863 | $505K |
| Power Wealth Management LLC | 0.24% | New | 7,824 | $503K |
| Composition Wealth, LLC | 0.01% | No change | 7,800 | $501K |
| M&T Bank Corp | 0.00% | Reduce -18.1% | 7,781 | $500K |
| Howe & Rusling Inc. | 0.05% | Reduce -0.9% | 7,776 | $500K |
| Means Investment Co., Inc. | 0.06% | Reduce -6.7% | 7,728 | $497K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.3% | 7,690 | $494K |
| New England Private Wealth Advisors LLC | 0.09% | No change | 7,680 | $493K |
| Martel Wealth Advisors LLC | 0.11% | Reduce -43.6% | 7,676 | $493K |
| Capital Analysts, LLC | 0.02% | Add +191.8% | 7,671 | $493K |
| Madison Park Capital Advisors, LLC | 0.41% | Add +5.5% | 7,661 | $492K |
| Parkside Advisors LLC | 0.12% | No change | 7,581 | $489K |
| Patten & Patten Inc. | 0.03% | No change | 7,578 | $487K |
| First Manhattan Co. Llc. | 0.00% | Add +0.0% | 7,530 | $485K |
| Gill Capital Partners, LLC | 0.18% | Add +12.1% | 7,428 | $477K |
| Mission Creek Capital Partners, Inc. | 0.12% | No change | 7,360 | $473K |
| Greenleaf Trust | 0.00% | Add +79.2% | 7,335 | $471K |
| Heritage Financial Services, LLC | 0.07% | No change | 7,297 | $469K |
| Austin Wealth Management, LLC | 0.11% | Add +69.0% | 7,129 | $469K |
| Lesa Sroufe & Co | 0.45% | Add +0.7% | 7,244 | $465K |
| WoodTrust Financial Corp | 0.07% | New | 7,200 | $463K |
| Aspect Partners, LLC | 0.28% | No change | 7,204 | $463K |
| 1834 Investment Advisors Co. | 0.06% | No change | 7,190 | $462K |
| Altfest L J & Co. Inc. | 0.06% | Add +19.1% | 7,159 | $460K |
| Aspire Wealth Management Corp | 0.26% | No change | 7,113 | $457K |
| Morton Capital Management LLC | 0.11% | Reduce -0.4% | 7,109 | $457K |
| Motive Wealth Advisors | 0.27% | No change | 7,068 | $454K |
| LCNB Corp. | 0.17% | No change | 7,042 | $452K |
| McDonald Partners LLC | 0.12% | No change | 7,017 | $451K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.7% | 7,012 | $451K |
| Retirement Guys Formula LLC | 0.22% | Reduce -3.3% | 7,008 | $450K |
| Goldstein Advisors, LLC | 0.08% | Add +17.0% | 7,005 | $450K |
| Collective Family Office LLC | 0.13% | No change | 6,990 | $449K |
| IAG Wealth Partners, LLC | 0.09% | Reduce -20.5% | 6,988 | $449K |
| Blue Trust, Inc. | 0.01% | No change | 7,180 | $446K |
| Ahl Investment Management, Inc. | 0.32% | No change | 6,880 | $442K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -0.7% | 6,878 | $442K |
| BSW Wealth Partners | 0.07% | Reduce -31.2% | 6,866 | $441K |
| Essex Bank | 0.12% | Add +3.5% | 6,851 | $440K |
| River Wealth Advisors LLC | 0.06% | Add +56.6% | 6,839 | $439K |
| Root Financial Partners, LLC | 0.10% | Add +4.0% | 6,823 | $438K |
| ERn Financial, LLC | 0.07% | Reduce -1.5% | 6,822 | $438K |
| TCI Wealth Advisors, Inc. | 0.04% | Reduce -0.7% | 6,757 | $434K |
| Pegasus Asset Management, Inc. | 0.13% | Reduce -11.7% | 6,739 | $433K |
| DHJJ Financial Advisors, Ltd. | 0.18% | Reduce -8.8% | 6,690 | $430K |
| Hoylecohen, LLC | 0.03% | Reduce -38.6% | 6,636 | $426K |
| Heartwood Wealth Advisors LLC | 0.05% | No change | 6,570 | $422K |
| Balanced Rock Investment Advisors LLC | 0.35% | No change | 6,538 | $420K |
| Aprio Wealth Management, LLC | 0.08% | No change | 6,520 | $419K |
| Acropolis Investment Management, LLC | 0.03% | No change | 6,487 | $417K |
| Laurel Wealth Advisors LLC | 0.07% | Reduce -6.5% | 6,441 | $414K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -13.5% | 6,376 | $410K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -1.0% | 6,377 | $410K |
| Goepper Burkhardt LLC | 0.18% | No change | 6,330 | $407K |
| Gray Wealth Management Inc. | 0.18% | Add +0.1% | 6,328 | $407K |
| Tucker Asset Management LLC | 0.09% | Add +9.3% | 6,328 | $407K |
| SageView Advisory Group, LLC | 0.03% | Reduce -36.9% | 6,309 | $405K |
| DDD Partners, LLC | 0.05% | Reduce -8.0% | 6,309 | $405K |
| Cadent Capital Advisors, LLC | 0.16% | No change | 6,236 | $401K |
| CFO4Life Group, LLC | 0.08% | Add +0.0% | 6,234 | $401K |
| Advisors Capital Management, LLC | 0.01% | Add +7.1% | 6,201 | $398K |
| My Legacy Advisors, LLC | 0.13% | Reduce -15.8% | 6,165 | $396K |
| D.A. Davidson & Co. | 0.00% | Add +5.6% | 6,159 | $396K |
| MBE Wealth Management, LLC | 0.24% | Add +1.6% | 6,108 | $392K |
| Lathrop Investment Management Co. | 0.08% | Reduce -4.2% | 6,102 | $392K |
| Basepoint Wealth LLC | 0.31% | No change | 6,054 | $389K |
| Edgestream Partners, L.P. | 0.02% | Reduce -16.2% | 6,054 | $389K |
| Brio Consultants, LLC | 0.06% | No change | 6,033 | $388K |
| Koshinski Asset Management, Inc. | 0.04% | Add +8.9% | 5,909 | $387K |
| Pioneer Trust Bank N A | 0.10% | No change | 6,000 | $386K |
| CENTRAL TRUST Co | 0.01% | Add +13.8% | 5,994 | $385K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +19.0% | 5,989 | $385K |
| Dana Investment Advisors, Inc. | 0.01% | Add +9.4% | 5,946 | $382K |
| Pathway Financial Advisors LLC | 0.10% | No change | 5,946 | $382K |
| TPG Advisors LLC | 0.32% | — | 5,918 | $380K |
| Empirical Asset Management, LLC | 0.14% | Reduce -6.5% | 5,896 | $379K |
| Armor Investment Advisors, LLC | 0.17% | Reduce -0.1% | 5,888 | $378K |
| Vishria Bird Financial Group, LLC | 0.16% | No change | 5,877 | $378K |
| FC Advisory LLC | 0.14% | Reduce -0.6% | 5,872 | $377K |
| Carmel Capital Partners, LLC | 0.16% | No change | 5,860 | $377K |
| Armbruster Capital Management, Inc. | 0.08% | Reduce -9.5% | 5,822 | $374K |
| Rf&l Wealth Management, LLC | 0.28% | No change | 5,810 | $373K |
| Riverview Capital Advisers, LLC | 0.12% | No change | 5,735 | $368K |
| Penobscot Investment Management Company, Inc. | 0.04% | Reduce -12.0% | 5,710 | $367K |
| Marshall Wace, LLP | 0.00% | New | 5,706 | $367K |
| StoneX Group Inc. | 0.03% | Add +13.5% | 5,680 | $366K |
| Flagship Private Wealth, LLC | 0.22% | Reduce -7.2% | 5,674 | $365K |
| SVB Wealth LLC | 0.01% | Reduce -23.0% | 5,666 | $364K |
| Regimen Wealth, LLC | 0.12% | Add +0.1% | 5,637 | $362K |
| ProVise Management Group, LLC | 0.03% | Add +0.0% | 5,607 | $360K |
| Northeast Financial Consultants Inc | 0.02% | No change | 5,600 | $360K |
| BlackRock Inc. | 0.00% | Add +39.8% | 5,593 | $359K |
| Associated Banc-Corp | 0.01% | Reduce -4.1% | 5,591 | $359K |
| Highland Capital Management, LLC | 0.02% | No change | 5,586 | $359K |
| Vident Advisory, LLC | 0.01% | No change | 5,585 | $359K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Add +10.1% | 5,582 | $359K |
| Modus Advisors, LLC | 0.13% | No change | 5,580 | $359K |
| Planning Capital Management Corp | 0.25% | No change | 5,555 | $357K |
| Vanguard Capital Wealth Advisors | 0.24% | Reduce -4.5% | 5,554 | $357K |
| Merit Financial Group, LLC | 0.01% | Add +4.7% | 5,531 | $355K |
| Coppell Advisory Solutions LLC | 0.06% | — | 5,523 | $355K |
| Bellevue Asset Management, LLC | 0.20% | No change | 5,500 | $353K |
| Hudock, Inc. | 0.07% | No change | 5,471 | $352K |
| Clarity Wealth Advisors, LLC | 0.11% | Reduce -0.6% | 5,420 | $348K |
| Aveo Capital Partners, LLC | 0.04% | No change | 5,418 | $348K |
| Ellenbecker Investment Group | 0.07% | No change | 5,409 | $348K |
| Weik Capital Management | 0.15% | Reduce -1.4% | 5,360 | $344K |
| Bright Financial Advisors, Inc. | 0.24% | New | 5,347 | $344K |
| Compound Planning, Inc. | 0.03% | Add +33.2% | 5,347 | $344K |
| Diversified Investment Strategies, LLC | 0.24% | Add +6.2% | 5,329 | $342K |
| Cedrus LLC | 0.17% | Reduce -0.3% | 5,327 | $342K |
| Pinnacle Bancorp, Inc. | 0.10% | No change | 5,324 | $342K |
| Seaside Wealth Management, Inc. | 0.14% | No change | 5,284 | $339K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 5,249 | $337K |
| Advisory Services & Investments, LLC | 0.23% | No change | 5,248 | $337K |
| N.E.W. Advisory Services LLC | 0.04% | New | 5,205 | $334K |
| Northern Financial Advisors Inc | 0.27% | Reduce -17.9% | 5,193 | $334K |
| Revisor Wealth Management LLC | 0.23% | Reduce -14.8% | 5,183 | $333K |
| Pure Financial Advisors, LLC | 0.01% | New | 5,157 | $331K |
| Two Sigma Securities, LLC | 0.02% | New | 5,149 | $331K |
| Rock Point Advisors, LLC | 0.10% | Reduce -0.1% | 5,141 | $330K |
| Sound Stewardship, LLC | 0.20% | Reduce -1.3% | 5,118 | $329K |
| Von Berge Wealth Management Group, LLC | 0.21% | No change | 5,094 | $328K |
| GoalVest Advisory LLC | 0.10% | Reduce -28.2% | 5,100 | $328K |
| Francis Financial, Inc. | 0.10% | New | 5,096 | $327K |
| Fusion Capital, LLC | 0.15% | Reduce -0.3% | 5,047 | $324K |
| FSA Advisors, Inc. | 0.34% | Reduce -1.9% | 5,063 | $324K |
| Planning Center, Inc. | 0.04% | No change | 5,007 | $322K |
| Financial Life Advisors | 0.13% | No change | 5,000 | $321K |
| Diversified Trust Co. | 0.01% | No change | 4,979 | $320K |
| Sonoma Private Wealth LLC | 0.52% | Reduce -57.7% | 4,964 | $319K |
| Centaurus Financial, Inc. | 0.02% | Reduce -44.6% | 4,882 | $314K |
| Verity & Verity, LLC | 0.03% | Reduce -0.0% | 4,882 | $314K |
| Acas, LLC | 0.27% | Reduce -14.5% | 4,805 | $313K |
| Baird Financial Group, Inc. | 0.00% | No change | 4,867 | $313K |
| Westshore Wealth, LLC | 0.13% | No change | 4,852 | $312K |
| Sierra Summit Advisors LLC | 0.08% | Add +8.3% | 4,845 | $311K |
| Independent Wealth Network Inc. | 0.15% | Reduce -10.1% | 4,838 | $311K |
| Hill Island Financial LLC | 0.10% | Reduce -20.5% | 4,821 | $310K |
| Lafayette Investments, Inc. | 0.07% | Add +9.1% | 4,790 | $308K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Add +13.6% | 4,771 | $307K |
| Plum Street Advisors, LLC | 0.18% | No change | 4,725 | $304K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 4,704 | $302K |
| FinTrust Capital Advisors, LLC | 0.06% | Reduce -4.3% | 4,702 | $302K |
| Southeast Asset Advisors, LLC | 0.04% | No change | 4,674 | $300K |
| Members Trust Co | 0.01% | No change | 4,669 | $300K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -3.6% | 4,655 | $299K |
| TRUE Private Wealth Advisors | 0.03% | No change | 4,650 | $299K |
| Mayport, LLC | 0.11% | Reduce -0.3% | 4,636 | $298K |
| Titleist Asset Management, LLC | 0.05% | No change | 4,634 | $298K |
| Wagner Wealth Management, LLC | 0.09% | Add +1.6% | 4,633 | $298K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 4,618 | $297K |
| SeaBridge Investment Advisors LLC | 0.08% | No change | 4,600 | $296K |
| Curtis Advisory Group, LLC | 0.10% | Add +0.1% | 4,597 | $295K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +1.8% | 4,596 | $295K |
| Capital Wealth Planning, LLC | 0.00% | Add +4.9% | 4,596 | $295K |
| Hexagon Capital Partners LLC | 0.06% | Reduce -3.3% | 4,579 | $294K |
| City Center Advisors, LLC | 0.35% | No change | 4,737 | $294K |
| Summit Financial, LLC | 0.01% | New | 4,567 | $294K |
| Montag A & Associates Inc. | 0.01% | No change | 4,528 | $292K |
| GYL Financial Synergies, LLC | 0.02% | New | 4,539 | $292K |
| WMS Partners, LLC | 0.02% | New | 4,504 | $289K |
| Bordeaux Wealth Advisors LLC | 0.06% | Add +5.9% | 4,499 | $289K |
| Petix & Botte Co | 0.08% | New | 4,488 | $288K |
| Cypress Capital Group | 0.03% | Reduce -10.9% | 4,470 | $287K |
| BOS Asset Management, LLC | 0.13% | Reduce -7.7% | 4,444 | $286K |
| Peterson Wealth Management | 0.18% | No change | 4,440 | $285K |
| Fairman Group, LLC | 0.29% | Reduce -9.2% | 4,415 | $285K |
| GG Group Ventures, LLC | 0.39% | — | 4,422 | $283K |
| Leo Wealth, LLC | 0.03% | Reduce -12.8% | 4,394 | $283K |
| HUB Investment Partners, LLC | 0.01% | New | 4,384 | $282K |
| Macroview Investment Management LLC | 0.30% | Add +0.9% | 4,382 | $282K |
| Eagle Harbor Asset Management Inc. | 0.30% | No change | 4,344 | $279K |
| GEM Asset Management, LLC | 0.17% | Reduce -5.0% | 4,333 | $278K |
| Aviance Capital Partners, LLC | 0.04% | Reduce -0.1% | 4,331 | $278K |
| Legacy Financial Group LLC | 0.05% | Reduce -17.6% | 4,329 | $278K |
| Physician Wealth Advisors, Inc. | 0.05% | Reduce -61.3% | 4,162 | $278K |
| Palouse Capital Management, Inc. | 0.19% | Add +0.6% | 4,315 | $277K |
| Oxinas Partners, LLC | 0.18% | Reduce -2.5% | 4,302 | $276K |
| Motco | 0.02% | No change | 4,298 | $276K |
| Opus Capital Group, LLC | 0.04% | Add +3.9% | 4,288 | $276K |
| Tiemann Investment Advisors, LLC | 0.12% | No change | 4,270 | $274K |
| Oppenheimer Asset Management Inc. | 0.00% | No change | 4,248 | $273K |
| Clearstead Trust, LLC | 0.07% | No change | 4,226 | $272K |
| Bennett Selby Investments LP | 0.12% | No change | 4,204 | $270K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | No change | 4,200 | $270K |
| Morton Brown Family Wealth, LLC | 0.11% | No change | 4,112 | $269K |
| Gratus Capital, LLC | 0.01% | No change | 4,155 | $267K |
| Family Investment Center, Inc. | 0.08% | No change | 4,148 | $266K |
| Mustard Seed Financial, LLC | 0.25% | No change | 4,134 | $266K |
| CPC Advisors, LLC | 0.04% | No change | 4,127 | $265K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -11.1% | 4,100 | $263K |
| Bowman & Co S.C. | 0.15% | No change | 4,081 | $262K |
| NorthStar Asset Management LLC | 0.18% | Reduce -15.1% | 4,079 | $262K |
| SMI Advisory Services, LLC | 0.06% | New | 3,997 | $262K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +2228.0% | 4,074 | $262K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -0.1% | 4,074 | $262K |
| Presidio Capital Management, LLC | 0.18% | No change | 4,072 | $262K |
| Rollins Financial Advisors, LLC | 0.04% | Add +13.3% | 4,061 | $261K |
| Snowden Capital Advisors LLC | 0.01% | No change | 4,040 | $260K |
| McAlister, Sweet & Associates, Inc. | 0.19% | No change | 4,041 | $260K |
| Tobias Financial Advisors, Inc. | 0.06% | No change | 4,028 | $259K |
| Falcon Wealth Planning | 0.03% | No change | 4,022 | $258K |
| United Asset Strategies, Inc. | 0.03% | Add +19.8% | 4,022 | $258K |
| Worth Financial Advisory Group, LLC | 0.17% | New | 4,015 | $258K |
| Kirtland Hills Capital Management, LLC | 0.21% | No change | 4,000 | $257K |
| Braun-Bostich & Associates Inc. | 0.19% | Reduce -10.0% | 3,988 | $256K |
| Mitchell Sinkler & Starr | 0.07% | Add +333.3% | 3,900 | $255K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -1.5% | 3,906 | $251K |
| Headlands Technologies LLC | 0.03% | Add +1844.5% | 3,889 | $250K |
| Meridian Investment Counsel Inc. | 0.08% | No change | 3,888 | $250K |
| Brown Wealth Management, LLC | 0.10% | Reduce -13.2% | 3,863 | $248K |
| Apella Capital, LLC | 0.01% | New | 3,775 | $247K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -36.5% | 3,838 | $247K |
| Intrua Financial, LLC | 0.04% | Reduce -2.9% | 3,815 | $245K |
| Smithfield Trust Co | 0.01% | No change | 3,826 | $245K |
| Main Street Research LLC | 0.02% | Reduce -6.6% | 3,800 | $245K |
| Robbins Farley | 0.13% | Reduce -0.2% | 3,809 | $245K |
| Independent Advisor Alliance | 0.01% | Reduce -20.6% | 3,781 | $243K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 3,778 | $243K |
| Strategic Wealth Partners, Ltd. | 0.03% | No change | 3,736 | $240K |
| Rinkey Investments | 0.09% | New | 3,734 | $240K |
| Sunpointe, LLC | 0.15% | No change | 3,673 | $237K |
| Clarity Capital Partners LLC | 0.14% | Reduce -14.9% | 3,658 | $235K |
| Grove Bank & Trust | 0.04% | No change | 3,658 | $235K |
| Strategic Planning Group, LLC | 0.05% | New | 3,642 | $234K |
| Builder Investment Group Inc. | 0.06% | Reduce -15.6% | 3,640 | $234K |
| Divergent Wealth Advisors | 0.05% | No change | 3,629 | $233K |
| Spotlight Asset Group, Inc. | 0.16% | No change | 3,624 | $233K |
| Geometric Wealth Advisors | 0.05% | No change | 3,615 | $232K |
| Geneos Wealth Management Inc. | 0.01% | Add +2.9% | 3,601 | $231K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 3,571 | $229K |
| DAVENPORT & Co LLC | 0.00% | Add +1.5% | 3,565 | $229K |
| William Howard & Co Financial Advisors Inc | 0.21% | No change | 3,569 | $229K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 3,563 | $229K |
| SP Asset Management LLC | 0.02% | No change | 3,532 | $227K |
| CapWealth Advisors, LLC | 0.03% | No change | 3,514 | $226K |
| Accredited Investors Inc. | 0.01% | No change | 3,505 | $225K |
| Eley Financial Management, Inc | 0.10% | No change | 3,499 | $225K |
| Global Wealth Strategies & Associates | 0.08% | No change | 3,483 | $224K |
| SevenBridge Financial Group, LLC | 0.05% | Reduce -2.8% | 3,622 | $223K |
| Choate Investment Advisors | 0.01% | No change | 3,471 | $223K |
| Alpha Cubed Investments, LLC | 0.01% | New | 3,469 | $223K |
| Guardian Wealth Advisors, LLC | 0.14% | No change | 3,449 | $222K |
| Cadence Wealth Management LLC | 0.15% | No change | 3,448 | $222K |
| MKT Advisors LLC | 0.11% | No change | 3,377 | $221K |
| Fiduciary Financial Group, LLC | 0.05% | — | 3,299 | $220K |
| Wedbush Securities Inc. | 0.01% | New | 3,403 | $219K |
| BlueChip Wealth Advisors LLC | 0.13% | No change | 3,402 | $219K |
| Ergawealth Advisors, Inc. | 0.12% | New | 3,397 | $218K |
| LifeSteps Financial, Inc. | 0.18% | Reduce -0.5% | 3,396 | $218K |
| RAM Investment Partners, LLC | 0.06% | No change | 3,383 | $217K |
| Shaker Investments LLC | 0.09% | Reduce -8.4% | 3,377 | $217K |
| Index Fund Advisors, Inc. | 0.01% | Reduce -14.8% | 3,340 | $215K |
| Lyell Wealth Management, LP | 0.02% | Reduce -31.0% | 3,335 | $214K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -6.0% | 3,330 | $214K |
| Vawter Financial, Ltd. | 0.15% | No change | 3,304 | $212K |
| Sensible Money, LLC | 0.10% | No change | 3,295 | $212K |
| Diversified Portfolios, Inc. | 0.03% | New | 3,286 | $211K |
| Penney Financial, LLC | 0.15% | No change | 3,272 | $210K |
| Fifth Third Bancorp | 0.00% | No change | 3,268 | $210K |
| Cypress Wealth Services, LLC | 0.05% | No change | 3,263 | $210K |
| True Vision MN LLC | 0.14% | New | 3,250 | $209K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -0.7% | 3,255 | $209K |
| Wrenne Financial Planning LLC | 0.14% | New | 3,247 | $209K |
| Shira Ridge Wealth Management | 0.12% | No change | 3,245 | $209K |
| Future Financial Wealth Managment LLC | 0.18% | Add +0.0% | 3,245 | $208K |
| Advocate Group LLC | 0.04% | No change | 3,223 | $207K |
| Fortress Wealth Management, Inc. | 0.11% | New | 3,222 | $207K |
| Welch Group, LLC | 0.01% | New | 3,209 | $206K |
| Segment Wealth Management, LLC | 0.02% | New | 3,192 | $205K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | Reduce -6.5% | 3,189 | $205K |
| Patrick M Sweeney & Associates, Inc. | 0.16% | New | 3,153 | $203K |
| Westmount Partners, LLC | 0.07% | Reduce -38.7% | 3,121 | $201K |
| Sightline Wealth Advisors, LLC | 0.12% | New | 3,120 | $200K |
| PGIM Custom Harvest LLC | 0.00% | New | 3,114 | $200K |
| FWL Investment Management, LLC | 0.10% | No change | 3,040 | $195K |
| Sugarloaf Wealth Management, LLC | 0.03% | No change | 2,936 | $189K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +7.0% | 2,826 | $182K |
| Financial Management Professionals, Inc. | 0.02% | Reduce -99.2% | 2,797 | $180K |
| West Paces Advisors Inc. | 0.05% | No change | 2,784 | $179K |
| SYM FINANCIAL Corp | 0.03% | Reduce -20.7% | 2,736 | $176K |
| Alaska Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 2,732 | $176K |
| Legacy Bridge, LLC | 0.10% | No change | 2,685 | $173K |
| Beacon Capital Management, LLC | 0.03% | Add +4.8% | 2,640 | $170K |
| Accent Capital Management, LLC | 0.10% | New | 2,500 | $161K |
| UMB Bank, n.a. | 0.00% | Reduce -30.7% | 2,400 | $154K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,361 | $152K |
| NWK Group, Inc. | 0.06% | Reduce -0.0% | 2,352 | $151K |
| Lindbrook Capital, LLC | 0.01% | No change | 2,282 | $147K |
| Bogart Wealth, LLC | 0.01% | Add +9.9% | 2,201 | $141K |
| Chilton Capital Management LLC | 0.01% | Add +201.4% | 2,155 | $138K |
| Pin Oak Investment Advisors Inc. | 0.12% | No change | 2,000 | $129K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 2,000 | $124K |
| Colonial Trust Co / SC | 0.02% | No change | 1,875 | $120K |
| CBIZ Investment Advisory Services, LLC | 0.01% | New | 1,824 | $118K |
| Heritage Wealth Advisors | 0.01% | No change | 1,802 | $116K |
| Lowe Wealth Advisors, LLC | 0.05% | Reduce -36.4% | 1,796 | $115K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +0.1% | 1,774 | $114K |
| Cardinal Strategic Wealth Guidance | 0.04% | New | 1,775 | $114K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,757 | $113K |
| Glassman Wealth Services | 0.02% | Add +34.2% | 1,684 | $108K |
| Atticus Wealth Management, LLC | 0.04% | Reduce -11.6% | 1,677 | $108K |
| Financial Gravity Asset Management, Inc. | 0.03% | New | 814 | $108K |
| Dagco, Inc. | 0.05% | Add +95.7% | 1,663 | $107K |
| Family Firm, Inc. | 0.02% | New | 1,654 | $106K |
| Citizens National Bank Trust Department | 0.02% | No change | 1,640 | $105K |
| Olistico Wealth, LLC | 0.07% | New | 1,635 | $105K |
| Trivant Custom Portfolio Group, LLC | 0.06% | No change | 1,600 | $103K |
| Stephens Consulting, LLC | 0.03% | Reduce -24.9% | 1,587 | $102K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 1,455 | $94K |
| Frazier Financial Advisors, LLC | 0.07% | No change | 1,431 | $92K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -9.1% | 1,394 | $90K |
| Kathleen S. Wright Associates Inc. | 0.04% | Reduce -6.0% | 1,337 | $86K |
| Cedar Wealth Management, LLC | 0.03% | Add +21.5% | 1,318 | $85K |
| North Star Investment Management Corp. | 0.01% | No change | 1,313 | $84K |
| Contravisory Investment Management, Inc. | 0.02% | Reduce -15.4% | 1,275 | $82K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -16.8% | 1,199 | $77K |
| Rice Partnership, LLC | 0.02% | Reduce -11.7% | 1,175 | $75K |
| Strategic Investment Solutions, Inc. | 0.02% | — | 696 | $70K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -26.2% | 1,043 | $67K |
| SJS Investment Consulting Inc. | 0.01% | Add +5.3% | 1,033 | $66K |
| Cultivar Capital, Inc. | 0.05% | New | 1,000 | $64K |
| CGC Financial Services, LLC | 0.03% | No change | 1,000 | $64K |
| Davis Capital Management | 0.06% | Reduce -2.6% | 983 | $63K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 980 | $63K |
| Caitlin John, LLC | 0.04% | No change | 913 | $59K |
| Fortitude Family Office, LLC | 0.03% | No change | 910 | $58K |
| Avion Wealth | 0.02% | Reduce -6.4% | 909 | $58K |
| HM Payson & Co. | 0.00% | Reduce -66.6% | 876 | $56K |
| Aberdeen Wealth Management LLC | 0.04% | No change | 867 | $56K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 850 | $55K |
| Centerpoint Advisors, LLC | 0.02% | No change | 824 | $53K |
| TFC Financial Management, Inc. | 0.01% | No change | 822 | $53K |
| McIlrath & Eck, LLC | 0.01% | No change | 816 | $52K |
| Frisch Financial Group, Inc. | 0.02% | New | 18,363 | $52K |
| American Capital Advisory, LLC | 0.04% | Add +1.1% | 895 | $51K |
| Balentine LLC | 0.00% | Reduce -54.5% | 783 | $50K |
| Guardian Wealth Management, Inc. | 0.04% | Reduce -28.6% | 738 | $47K |
| Financial Perspectives, Inc | 0.02% | No change | 708 | $45K |
| Coston, McIsaac & Partners | 0.01% | No change | 701 | $45K |
| Versant Capital Management, Inc | 0.01% | No change | 696 | $45K |
| Tsfg, LLC | 0.01% | No change | 675 | $43K |
| Operose Advisors LLC | 0.01% | Reduce -20.6% | 578 | $37K |
| PSI Advisors, LLC | 0.01% | No change | 574 | $37K |
| HighMark Wealth Management LLC | 0.02% | No change | 568 | $36K |
| Providence Capital Advisors, LLC | 0.01% | No change | 520 | $33K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 508 | $33K |
| Ransom Advisory, Ltd | 0.02% | No change | 500 | $32K |
| Mascoma Wealth Management LLC | 0.01% | No change | 498 | $32K |
| GAMMA Investing LLC | 0.00% | No change | 494 | $32K |
| Princeton Global Asset Management LLC | 0.01% | Add +12.3% | 482 | $31K |
| Realta Investment Advisors | 0.01% | No change | 482 | $31K |
| WASHINGTON TRUST Co | 0.00% | Reduce -47.7% | 472 | $30K |
| M&R Capital Management Inc. | 0.01% | No change | 454 | $29K |
| Gradient Investments LLC | 0.00% | Reduce -68.0% | 453 | $29K |
| Delta Asset Management LLC | 0.00% | No change | 450 | $29K |
| Triad Wealth Partners, LLC | 0.01% | New | 442 | $28K |
| TruNorth Capital Management, LLC | 0.01% | No change | 441 | $28K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -17.1% | 437 | $28K |
| NFSG Corp | 0.01% | Reduce -32.5% | 413 | $27K |
| Halpern Financial, Inc. | 0.01% | Reduce -48.6% | 360 | $23K |
| Dogwood Wealth Management LLC | 0.01% | New | 354 | $23K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +0.3% | 350 | $22K |
| Arax Advisory Partners | 0.00% | No change | 350 | $22K |
| WealthCollab, LLC | 0.02% | No change | 345 | $22K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 298 | $19K |
| Briaud Financial Planning Inc | 0.01% | No change | 301 | $19K |
| Silicon Valley Capital Partners | 0.00% | No change | 293 | $19K |
| POM Investment Strategies, LLC | 0.01% | No change | 270 | $17K |
| Cordant, Inc. | 0.01% | No change | 254 | $16K |
| Tyler-Stone Wealth Management | 0.01% | No change | 252 | $16K |
| Rise Advisors, LLC | 0.01% | No change | 251 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.4% | 263 | $16K |
| EnRich Financial Partners LLC | 0.01% | Add +41.7% | 248 | $16K |
| International Assets Investment Management, LLC | 0.00% | New | 240 | $15K |
| Custom Portfolio Group LLC | 0.01% | Reduce -26.4% | 231 | $15K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 226 | $15K |
| Archer Investment Corp | 0.00% | Reduce -56.7% | 212 | $14K |
| Legend Financial Advisors, Inc. | 0.01% | Reduce -89.3% | 204 | $13K |
| Horrell Capital Management, Inc. | 0.00% | No change | 202 | $13K |
| Dunhill Financial, LLC | 0.01% | No change | 200 | $13K |
| Great Lakes Retirement, Inc. | 0.00% | New | 196 | $13K |
| Bessemer Group Inc. | 0.00% | Reduce -11.8% | 194 | $12K |
| Key Financial Inc | 0.00% | No change | 180 | $12K |
| New Millennium Group LLC | 0.01% | New | 178 | $11K |
| Central Bank & Trust Co. | 0.00% | No change | 165 | $11K |
| Westside Investment Management, Inc. | 0.00% | No change | 160 | $10K |
| Pacifica Partners Inc. | 0.00% | No change | 150 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 148 | $10K |
| Robinswood Financial LLC | 0.00% | No change | 129 | $8K |
| Atmos Advisory, LLC | 0.01% | No change | 122 | $8K |
| SIMA Wealth Partners, LLC | 0.01% | — | 120 | $8K |
| Pineridge Advisors LLC | 0.00% | No change | 119 | $8K |
| SouthState Bank Corp | 0.00% | No change | 118 | $8K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 115 | $7K |
| Castleview Partners, LLC | 0.00% | Reduce -89.5% | 111 | $7K |
| Quadrant Capital Group LLC | 0.00% | No change | 108 | $7K |
| Fairfield Financial Advisors, LTD | 0.00% | — | 106 | $7K |
| Kozak & Associates, Inc. | 0.00% | No change | 103 | $7K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 101 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 100 | $6K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 100 | $6K |
| Painted Porch Advisors LLC | 0.00% | New | 84 | $5K |
| Tompkins Financial Corp. | 0.00% | No change | 79 | $5K |
| Hanson & Doremus Investment Management | 0.00% | No change | 80 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 71 | $5K |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -80.9% | 65 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 64 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 74 | $4K |
| First Command Advisory Services, Inc. | 0.00% | Add +31.6% | 408 | $4K |
| Hershey Financial Advisers, LLC | 0.00% | — | 53 | $3K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -98.7% | 51 | $3K |
| First Horizon Advisors, Inc. | 0.00% | No change | 50 | $3K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 58 | $3K |
| WR Wealth Planners, LLC | 0.00% | Reduce -16.7% | 40 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 39 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | No change | 24 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 24 | $2K |
| Mendota Financial Group, LLC | 0.00% | No change | 22 | $1K |
| Innealta Capital, LLC | 0.00% | New | 19 | $1K |
| Bokf, NA | 0.00% | No change | 18 | $1K |
| DecisionPoint Financial, LLC | 0.00% | No change | 14 | $889 |
| Strategic Financial Concepts, LLC | 0.00% | New | 56,316 | $878 |
| TCTC Holdings, LLC | 0.00% | New | 13 | $835 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 8 | $514 |
| Balefire, LLC | 0.00% | Add +40.0% | 7 | $450 |
| Private Wealth Management Group, LLC | 0.00% | New | 5 | $322 |
| Manchester Capital Management LLC | 0.00% | Add +100.0% | 4 | $258 |
| Mfa Wealth Advisors, LLC | 0.00% | New | 4 | $257 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -82.5% | 64 | $23 |
"% 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.