Schwab US Large-Cap ETFSCHXETF
13F holders, Q4 2024 (December 31)1,364holders +114
88new positions
59sold out
5famous investors
$23.18avg. 13F price*
At the end of Q4 2024, 1,364 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings, up 114 from Q3 2024. 88 opened new positions and 59 sold out. The largest holders were US Bancorp \de ($4.8B), Creative Planning ($1.9B) and Sei Investments Co. ($815.1M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab US Large-Cap ETF
- CUSIP
- 808524201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $239.4M |
| Exits | 59 | $70.6M |
All 13F filers, Q3 2024 → Q4 2024: 177,847,639 shares bought and 116,808,322 shares sold, net +61,039,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,364 holders
| US Bancorp \de | 6.26% | Add +234.1% | 206,419,096 | $4.8B |
| Creative Planning | 1.86% | Reduce -1.5% | 82,467,395 | $1.9B |
| Sei Investments Co. | 1.05% | Reduce -5.1% | 35,164,430 | $815.1M |
| HBK Sorce Advisory LLC | 22.48% | Add +0.7% | 32,139,846 | $745.0M |
| Moneta Group Investment Advisors LLC | 8.52% | Reduce -65.8% | 26,239,480 | $608.2M |
| Sage Financial Group Inc. | 46.39% | Reduce -0.8% | 24,865,286 | $576.4M |
| Northwestern Mutual Wealth Management Co. | 0.41% | Add +6.9% | 20,777,879 | $481.6M |
| Cerity Partners LLC | 0.93% | Reduce -1.0% | 18,460,760 | $428.6M |
| Wealth Enhancement Advisory Services, LLC | 0.78% | Add +3.5% | 17,473,484 | $405.0M |
| UBS Group AG | 0.09% | Reduce -6.5% | 16,756,375 | $388.4M |
| Campbell Wealth Management | 32.92% | Add +3.0% | 15,779,897 | $365.8M |
| Diversified Enterprises, LLC | 33.03% | Add +25.0% | 14,875,742 | $344.8M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -5.1% | 14,690,875 | $340.5M |
| Mercer Global Advisors Inc. | 0.67% | Reduce -71.5% | 11,897,313 | $275.8M |
| Prime Capital Investment Advisors, LLC | 3.75% | Reduce -3.3% | 11,136,452 | $258.1M |
| HighTower Advisors, LLC | 0.35% | Add +0.3% | 11,036,122 | $255.8M |
| Janus Henderson Group PLC | 0.13% | Add +8.6% | 10,924,350 | $253.2M |
| McAdam, LLC | 13.08% | Add +3.5% | 10,339,604 | $239.7M |
| Mariner, LLC | 0.40% | Add +1.9% | 10,168,084 | $235.7M |
| Koss-Olinger Consulting, LLC | 19.98% | Add +1.8% | 9,833,558 | $227.9M |
| Assetmark, Inc. | 0.58% | Reduce -2.0% | 9,208,628 | $213.5M |
| JMG Financial Group, Ltd. | 6.56% | Reduce -1.9% | 8,298,426 | $192.4M |
| LPL Financial LLC | 0.07% | Add +3.9% | 7,012,430 | $162.5M |
| Bank of America Corp. | 0.01% | Add +8.3% | 6,497,579 | $150.6M |
| Beacon Pointe Advisors, LLC | 1.59% | Reduce -3.3% | 6,184,920 | $143.4M |
| Morgan Stanley | 0.01% | Add +11.3% | 6,170,669 | $143.0M |
| Betterment LLC | 0.33% | Add +1.0% | 6,023,300 | $139.6M |
| BlueSky Wealth Advisors, LLC | 21.71% | Add +1.1% | 5,990,685 | $138.9M |
| Greenwood Gearhart LLC | 9.47% | Add +11.9% | 5,923,808 | $137.3M |
| Kohmann Bosshard Financial Services, LLC | 16.35% | Add +7.7% | 5,877,555 | $136.2M |
| Apriem Advisors | 15.60% | Add +0.6% | 5,876,244 | $136.2M |
| Evermay Wealth Management LLC | 17.86% | Reduce -1.1% | 5,087,575 | $117.9M |
| Johnson Investment Counsel Inc. | 1.07% | Add +13.0% | 4,713,155 | $109.3M |
| Northwest Quadrant Wealth Management, LLC | 24.45% | Add +1.5% | 4,638,484 | $107.5M |
| Orgel Wealth Management, LLC | 2.80% | Add +2.0% | 4,630,059 | $107.3M |
| Corient Private Wealth LP | 0.18% | Reduce -8.1% | 4,921,973 | $105.6M |
| Fund Evaluation Group, LLC | 4.55% | Add +38.7% | 4,200,429 | $97.4M |
| RKL Wealth Management LLC | 8.50% | Reduce -13.9% | 4,119,584 | $95.5M |
| Cresset Asset Management, LLC | 0.43% | Reduce -28.9% | 3,881,088 | $90.0M |
| Curi Capital, LLC | 2.05% | Reduce -3.1% | 3,830,772 | $88.8M |
| Steele Capital Management, Inc. | 4.57% | Add +2.2% | 3,785,200 | $87.7M |
| Standpoint Asset Management, LLC | 16.86% | No change | 3,773,400 | $87.5M |
| Financial Consulate, Inc. | 23.10% | Add +1.8% | 3,757,492 | $87.1M |
| Marcum Wealth, LLC | 7.49% | Reduce -3.1% | 3,723,872 | $86.3M |
| Charles Schwab Trust Co | 7.09% | Reduce -1.2% | 3,560,063 | $82.5M |
| Bangor Savings Bank | 7.63% | Reduce -1.9% | 3,508,454 | $81.3M |
| Scarborough Advisors, LLC | 11.40% | Reduce -26.3% | 3,479,684 | $80.7M |
| FSA Investment Group, LLC | 69.75% | — | 3,468,665 | $80.1M |
| Ameriprise Financial Inc. | 0.02% | Add +2.8% | 3,482,519 | $79.6M |
| Wealthspire Advisors, LLC | 0.72% | Reduce -0.1% | 3,109,070 | $72.1M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Reduce -1.7% | 3,067,870 | $71.1M |
| Integrated Wealth Concepts LLC | 0.82% | Add +0.3% | 3,062,799 | $71.0M |
| HB Wealth Management, LLC | 0.71% | Reduce -5.0% | 3,006,048 | $69.7M |
| Meridian Wealth Partners, LLC | 10.52% | Add +0.4% | 2,992,754 | $69.4M |
| CacheTech Inc. | 12.92% | Add +3.4% | 2,974,024 | $68.9M |
| Adams Wealth Management | 12.98% | Add +1.8% | 2,928,601 | $67.9M |
| Empowered Funds, LLC | 0.98% | New | 2,894,843 | $67.1M |
| Berger Financial Group, Inc | 4.36% | Add +1.7% | 2,725,374 | $63.2M |
| Leverty Financial Group, LLC | 30.68% | Reduce -0.9% | 2,601,192 | $60.3M |
| Savant Capital, LLC | 0.46% | Reduce -0.3% | 2,539,021 | $58.9M |
| Sequoia Financial Advisors, LLC | 0.57% | Reduce -3.4% | 2,531,164 | $58.7M |
| Jaffetilchin Investment Partners, LLC | 4.24% | Add +2.8% | 2,528,316 | $58.6M |
| Focus Partners Wealth | 0.15% | Add +10.0% | 2,491,487 | $57.8M |
| Cornerstone Advisors Asset Management, LLC | 12.15% | Add +1.8% | 2,426,283 | $56.2M |
| American Trust | 4.26% | Reduce -14.0% | 2,414,240 | $56.0M |
| Aptus Capital Advisors, LLC | 0.66% | No change | 2,395,256 | $55.5M |
| Choreo, LLC | 0.79% | Reduce -1.8% | 2,378,954 | $55.1M |
| Guardian Wealth Advisors, LLC / NC | 4.32% | Reduce -0.7% | 2,329,858 | $54.0M |
| NewSquare Capital LLC | 4.25% | Reduce -1.1% | 2,310,867 | $53.2M |
| Alliance Wealth Management Group | 14.08% | Add +0.2% | 2,269,625 | $52.6M |
| Towercrest Capital Management | 8.50% | Add +0.2% | 2,269,625 | $52.6M |
| Captrust Financial Advisors | 0.15% | Reduce -4.1% | 2,263,618 | $52.5M |
| Legacy Wealth Management, LLC | 3.34% | Reduce -3.9% | 2,241,615 | $52.0M |
| Baker Avenue Asset Management, LP | 1.59% | Add +17.0% | 2,231,881 | $51.7M |
| Apollon Wealth Management, LLC | 1.19% | Reduce -0.2% | 2,221,701 | $51.5M |
| Raymond James Financial Inc. | 0.02% | — | 2,203,974 | $51.1M |
| JPMorgan Chase & Co. | 0.00% | Add +6.3% | 2,194,966 | $50.9M |
| Sims Investment Management, LLC | 28.36% | — | 2,164,019 | $50.2M |
| United Capital Financial Advisors, LLC | 0.41% | Reduce -3.3% | 2,110,459 | $48.9M |
| Buffington Mohr McNeal | 8.10% | Add +0.1% | 2,108,461 | $48.9M |
| Harbour Investments, Inc. | 1.37% | Reduce -1.5% | 2,059,604 | $47.7M |
| McGlone Suttner Wealth Management, Inc. | 7.75% | Add +32.5% | 2,003,808 | $46.4M |
| OneDigital Investment Advisors LLC | 0.52% | Reduce -19.5% | 1,939,693 | $45.0M |
| Appleton Partners Inc. | 3.29% | Reduce -0.6% | 1,921,306 | $44.5M |
| Wells Fargo & Company | 0.01% | Reduce -0.3% | 1,902,421 | $44.1M |
| IMA Advisory Services, Inc. | 5.14% | Reduce -2.3% | 1,842,819 | $42.7M |
| Riversedge Advisors, LLC | 9.58% | Reduce -0.6% | 1,827,314 | $42.4M |
| Courage Miller Partners, LLC | 14.37% | Reduce -0.9% | 1,810,509 | $42.0M |
| Embree Financial Group | 7.02% | Add +1.5% | 1,773,631 | $41.1M |
| Commonwealth Equity Services, LLC | 0.06% | Add +0.8% | 1,747,482 | $40.5M |
| Northeast Financial Group, Inc. | 15.39% | Reduce -1.2% | 1,738,584 | $40.3M |
| Richardson Capital Management LLC | 25.60% | Add +5.4% | 1,736,556 | $40.3M |
| Pinkerton Wealth, LLC | 5.80% | Reduce -8.5% | 1,724,214 | $40.0M |
| Valley National Advisers Inc. | 7.16% | Reduce -0.3% | 1,720,641 | $39.9M |
| Ashford Advisors, LLC | 9.16% | Reduce -0.3% | 1,709,048 | $39.6M |
| Modera Wealth Management, LLC | 0.45% | Reduce -3.8% | 1,610,128 | $37.3M |
| Strategic Equity Management | 15.41% | Add +0.3% | 1,578,420 | $36.6M |
| Wilmington Savings Fund Society, FSB | 0.65% | New | 1,565,109 | $36.3M |
| Royal Bank of Canada | 0.01% | Add +7.7% | 1,537,595 | $35.6M |
| Tradewinds Capital Management, LLC | 9.41% | Add +729.5% | 1,537,591 | $35.6M |
| Access Financial Services, Inc. | 15.73% | Reduce -2.7% | 1,523,835 | $35.3M |
| Destination Wealth Management | 1.09% | Add +7.1% | 1,497,843 | $34.7M |
| Schneider Downs Wealth Management Advisors, LP | 6.53% | Add +4.9% | 1,496,816 | $34.7M |
| Newman Dignan & Sheerar, Inc. | 8.89% | Reduce -66.7% | 1,496,523 | $34.7M |
| Ashton Thomas Private Wealth, LLC | 1.30% | New | 1,446,079 | $33.5M |
| Kolinsky Wealth Management, LLC | 20.43% | Add +6.7% | 1,443,098 | $33.5M |
| Sherwood Financial Partners, LLC | 33.12% | — | 1,439,364 | $33.4M |
| Matrix Trust Co | 5.78% | Reduce -0.8% | 1,434,827 | $33.3M |
| Burt Wealth Advisors | 8.43% | Add +1.4% | 1,432,160 | $33.2M |
| Gleason Group, Inc. | 5.74% | Add +2.0% | 1,409,140 | $32.7M |
| Pure Portfolios Holdings LLC | 12.13% | Add +0.4% | 1,408,552 | $32.7M |
| Chicago Partners Investment Group LLC | 1.08% | Reduce -65.3% | 1,385,656 | $32.4M |
| Foster Victor Wealth Advisors, LLC | 2.46% | Reduce -5.9% | 1,355,107 | $32.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +41.9% | 1,380,779 | $32.0M |
| Cornerstone Wealth Group, LLC | 2.62% | No change | 1,380,295 | $32.0M |
| Athena Investment Management | 18.44% | Add +1.1% | 1,372,991 | $31.8M |
| Morris Financial Concepts, Inc. | 13.59% | Reduce -0.2% | 1,367,701 | $31.7M |
| CW Advisors, LLC | 0.43% | Add +0.3% | 1,362,304 | $31.6M |
| Kavar Capital Partners Group, LLC | 5.30% | Add +3.2% | 1,352,845 | $31.4M |
| Valicenti Advisory Services Inc. | 7.72% | Reduce -0.7% | 1,337,246 | $31.0M |
| Ballast Advisors LLC | 9.43% | Reduce -0.7% | 1,319,498 | $30.6M |
| Moneywise, Inc. | 15.32% | Reduce -5.4% | 1,318,408 | $30.6M |
| MAI Capital Management | 0.23% | Add +57.7% | 1,314,758 | $30.5M |
| FIDELIS iM, LLC | 14.72% | Reduce -9.8% | 1,293,934 | $30.0M |
| Bernard Wealth Management Corp. | 14.06% | — | 1,288,773 | $29.9M |
| Stifel Financial Corp. | 0.03% | Add +10.3% | 1,287,791 | $29.9M |
| Bristlecone Advisors, LLC | 2.31% | Add +0.4% | 1,274,308 | $29.5M |
| Red Door Wealth Management, LLC | 4.50% | Add +2.9% | 1,264,776 | $29.3M |
| Marshall Financial Group Inc. | 8.95% | Reduce -2.8% | 1,263,978 | $29.3M |
| Christensen, King & Associates Investment Services, Inc. | 13.57% | Add +0.7% | 1,216,255 | $28.9M |
| Manchester Financial Inc. | 6.29% | Reduce -0.2% | 1,240,414 | $28.8M |
| Fortis Capital Management LLC | 5.31% | Reduce -5.0% | 1,233,141 | $28.6M |
| Powers Advisory Group, LLC | 13.88% | Reduce -1.1% | 1,196,396 | $27.7M |
| Gordian Advisors LLC | 21.78% | Reduce -3.3% | 1,187,451 | $27.5M |
| Main Street Financial Solutions, LLC | 2.70% | Add +3.3% | 1,180,899 | $27.4M |
| Sawgrass Asset Management LLC | 2.99% | Reduce -7.3% | 1,176,749 | $27.3M |
| Ascension Capital Advisors, Inc. | 11.73% | Add +1.7% | 1,161,218 | $26.9M |
| HRC Wealth Management, LLC | 15.97% | Reduce -0.2% | 1,160,571 | $26.9M |
| Almanack Investment Partners, LLC. | 4.13% | Reduce -2.0% | 1,153,953 | $26.7M |
| Anchor Investment Management, LLC | 2.43% | Reduce -0.3% | 1,123,127 | $26.0M |
| D.B. Root & Company, LLC | 8.26% | Reduce -0.3% | 1,120,168 | $26.0M |
| Milestone Investment Advisors LLC | 7.05% | Reduce -1.8% | 1,119,646 | $26.0M |
| GEN Financial Management, INC. | 16.79% | — | 1,116,276 | $25.9M |
| Allworth Financial LP | 0.14% | Add +0.3% | 1,056,911 | $25.4M |
| Sprinkle Financial Consultants LLC | 16.99% | Reduce -0.2% | 1,076,537 | $25.0M |
| St. Louis Trust Co | 3.54% | No change | 1,067,566 | $24.7M |
| Provident Wealth Management, LLC | 8.23% | Add +6.3% | 1,063,856 | $24.7M |
| St. Johns Investment Management Company, LLC | 11.35% | Add +2.1% | 1,051,836 | $24.4M |
| Lowe Brockenbrough & Co. Inc. | 1.52% | Add +15.1% | 1,021,444 | $23.7M |
| Ethos Financial Group, LLC | 3.10% | Add +10.6% | 1,020,561 | $23.7M |
| FMR LLC | 0.00% | Add +9.7% | 1,014,678 | $23.5M |
| Jones Financial Companies LLLP | 0.02% | Add +22.8% | 1,000,829 | $23.2M |
| Valley Forge Investment Consultants Inc. Adv | 7.92% | Reduce -2.7% | 995,357 | $23.1M |
| Bell Investment Advisors, Inc | 4.24% | Reduce -0.5% | 979,550 | $22.7M |
| Sound View Wealth Advisors Group, LLC | 1.82% | Reduce -2.6% | 976,078 | $22.6M |
| Orion Porfolio Solutions, LLC | 0.22% | Reduce -14.3% | 970,256 | $22.5M |
| Orion Portfolio Solutions, LLC | 0.22% | Reduce -14.3% | 970,256 | $22.5M |
| Carr Financial Group Corp | 7.04% | Add +5.5% | 966,827 | $22.4M |
| Red Cedar Investment Management, LLC | 2.74% | No change | 940,905 | $21.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.50% | Reduce -2.0% | 932,650 | $21.6M |
| Salem Investment Counselors Inc. | 0.69% | Reduce -2.3% | 912,497 | $21.2M |
| Essex LLC | 4.43% | Add +4.9% | 909,403 | $21.1M |
| Sage Financial Management Group, Inc. | 7.77% | No change | 904,702 | $21.0M |
| Truist Financial Corp. | 0.03% | Add +6.3% | 889,287 | $20.6M |
| Cwm, LLC | 0.08% | Reduce -0.9% | 882,637 | $20.5M |
| Osaic Holdings, Inc. | 0.05% | Add +2.5% | 877,728 | $20.3M |
| WBH Advisory Inc. | 1.88% | Add +1.0% | 876,137 | $20.3M |
| Ancora Advisors LLC | 0.44% | Reduce -2.2% | 854,814 | $19.8M |
| Bluespring Wealth Management, LLC | 2.03% | Reduce -10.3% | 854,455 | $19.8M |
| Hengehold Capital Management LLC | 1.86% | Reduce -2.6% | 853,622 | $19.8M |
| Koesten, Hirschmann & Crabtree, INC. | 11.28% | No change | 848,440 | $19.7M |
| White & Co Financial Planning Inc | 16.68% | — | 848,179 | $19.7M |
| Clearwater Capital Advisors, LLC | 1.92% | Reduce -4.9% | 846,320 | $19.6M |
| Blue Bell Private Wealth Management, LLC | 3.69% | Reduce -0.5% | 836,363 | $19.4M |
| Cetera Investment Advisers | 0.04% | Reduce -6.4% | 829,222 | $19.2M |
| Financial Management Professionals, Inc. | 2.41% | Reduce -31.3% | 821,463 | $19.0M |
| Black Diamond Financial, LLC | 2.84% | Reduce -0.8% | 818,192 | $19.0M |
| Transamerica Financial Advisors, LLC | 1.87% | Add +3.6% | 815,335 | $18.9M |
| Foundations Investment Advisors, LLC | 0.36% | Add +9.1% | 810,412 | $18.8M |
| Sheets Smith Wealth Management | 2.28% | No change | 806,995 | $18.7M |
| B & T Capital Management DBA Alpha Capital Management | 3.36% | Reduce -0.5% | 790,181 | $18.3M |
| Jacobi Capital Management LLC | 1.36% | Add +2.1% | 787,907 | $18.3M |
| Coldstream Capital Management Inc. | 0.38% | Reduce -10.8% | 778,784 | $18.1M |
| Csenge Advisory Group | 0.97% | Reduce -62.2% | 769,727 | $17.8M |
| Gladstone Institutional Advisory LLC | 0.82% | Add +3.1% | 761,730 | $17.7M |
| Abound Wealth Management | 5.64% | Reduce -0.6% | 758,165 | $17.6M |
| Prosperity Wealth Management, Inc. | 7.18% | Add +15.1% | 751,568 | $17.4M |
| Perigon Wealth Management, LLC | 0.43% | Add +40.5% | 739,045 | $17.4M |
| BCS Wealth Management | 4.30% | New | 746,081 | $17.3M |
| AQR Capital Management | 0.02% | Add +27.3% | 730,808 | $16.9M |
| First National Corp. /Ma/ | 3.77% | Add +3.4% | 718,872 | $16.7M |
| Northwest Capital Management Inc | 7.10% | Reduce -10.1% | 714,720 | $16.6M |
| SigFig Wealth Management, LLC | 0.59% | Add +33.6% | 732,687 | $16.4M |
| Leavell Investment Management, Inc. | 0.80% | Reduce -0.7% | 702,492 | $16.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.43% | Reduce -1.0% | 686,129 | $15.9M |
| Winthrop Capital Management, LLC | 4.20% | New | 677,803 | $15.8M |
| Focus Financial Network, Inc. | 0.61% | Reduce -2.0% | 656,736 | $15.2M |
| Redhawk Wealth Advisors, Inc. | 2.04% | Add +7.9% | 650,576 | $15.1M |
| Tortoise Investment Management, LLC | 1.57% | Reduce -2.9% | 640,207 | $14.8M |
| Hart & Patterson Financial Group LLC | 7.15% | Reduce -4.3% | 635,073 | $14.7M |
| Asset Allocation Strategies LLC | 3.54% | Add +99.1% | 614,658 | $14.7M |
| MCF Advisors LLC | 1.03% | No change | 634,061 | $14.7M |
| FPC Investment Advisory, Inc. | 10.73% | New | 615,018 | $14.7M |
| Keyvantage Wealth, LLC | 10.33% | — | 623,295 | $14.4M |
| Councilor Wealth, LLC | 6.82% | Add +3.2% | 618,873 | $14.3M |
| Leisure Capital Management | 5.61% | Add +0.4% | 617,554 | $14.3M |
| Alpha Zero LLC | 10.84% | — | 612,359 | $14.2M |
| Northern Trust Corp. | 0.00% | Reduce -0.3% | 608,238 | $14.1M |
| Arlington Trust Co LLC | 2.96% | No change | 605,949 | $14.0M |
| Farnam Financial LLC | 14.58% | Reduce -0.8% | 601,653 | $13.9M |
| Investors Research Corp | 3.04% | Add +5.1% | 596,336 | $13.8M |
| Trinity Legacy Partners, LLC | 3.54% | Reduce -65.8% | 592,425 | $13.7M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -69.9% | 566,599 | $13.6M |
| Sigma Planning Corp | 0.42% | Reduce -0.5% | 573,815 | $13.3M |
| Cornerstone Planning, LLC | 5.08% | — | 573,497 | $13.3M |
| IFP Advisors, Inc | 0.43% | Add +0.9% | 570,450 | $13.2M |
| Lutz Financial Services LLC | 1.07% | Reduce -3.5% | 569,034 | $13.2M |
| Arcadia Investment Advisors LLC | 7.14% | Reduce -0.4% | 565,423 | $13.1M |
| Wilkins Miller Wealth Management, LLC | 13.68% | — | 564,079 | $13.1M |
| Quantinno Capital Management LP | 0.13% | Reduce -26.9% | 558,621 | $12.9M |
| Cobblestone Capital Advisors LLC | 0.70% | Reduce -1.7% | 557,631 | $12.9M |
| Debussy Capital Management LP | 1.98% | Add +7.7% | 543,352 | $12.9M |
| Farther Finance Advisors, LLC | 0.46% | Add +67.8% | 545,134 | $12.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.36% | Add +8.5% | 533,648 | $12.4M |
| Floyd Financial Group LLC | 10.14% | — | 535,768 | $12.3M |
| Envision Financial LLC | 9.79% | — | 527,055 | $12.2M |
| Enclave Advisors LLC | 1.96% | Add +0.3% | 513,712 | $11.9M |
| Sensible Financial Planning & Management, LLC. | 2.44% | Reduce -3.6% | 507,984 | $11.8M |
| Allen Capital Group, LLC | 1.44% | Reduce -1.6% | 507,526 | $11.8M |
| Brass Tax Wealth Management, Inc. | 2.44% | Add +5.1% | 499,376 | $11.6M |
| Private Advisor Group, LLC | 0.06% | Add +6.7% | 495,352 | $11.5M |
| Lodestar Private Asset Management LLC | 1.44% | Reduce -1.9% | 495,189 | $11.5M |
| North Star Asset Management Inc. | 0.50% | No change | 487,498 | $11.3M |
| NewEdge Advisors, LLC | 0.07% | Add +4.4% | 486,827 | $11.3M |
| G2 Capital Management, LLC / Oh | 3.23% | Reduce -0.6% | 472,837 | $11.0M |
| Frisco Financial Planning LLC | 10.82% | — | 472,425 | $11.0M |
| Peapack Gladstone Financial Corp. | 0.16% | Add +5.2% | 467,888 | $10.8M |
| CVA Family Office, LLC | 1.72% | Add +10.2% | 467,835 | $10.8M |
| Morling Financial Advisors, LLC | 3.78% | Reduce -1.0% | 467,303 | $10.8M |
| Revolve Wealth Partners, LLC | 1.58% | Add +5.1% | 465,220 | $10.8M |
| NorthRock Partners, LLC | 0.35% | Add +0.6% | 456,524 | $10.6M |
| Forte Capital LLC | 1.16% | Reduce -7.4% | 444,603 | $10.3M |
| Cooper/Haims Advisors, LLC | 5.84% | Reduce -1.9% | 444,303 | $10.3M |
| American Money Management, LLC | 2.01% | Add +1.4% | 443,530 | $10.3M |
| Planning Alternatives Ltd. | 1.56% | Reduce -3.4% | 438,743 | $10.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.4% | 438,696 | $10.2M |
| Private Capital Management LLC | 2.02% | Reduce -6.1% | 436,456 | $10.1M |
| Strategic Family Wealth Counselors, L.L.C. | 3.27% | Reduce -1.1% | 433,814 | $10.1M |
| R. W. Roge & Company, Inc. | 5.38% | Reduce -0.9% | 430,560 | $10.0M |
| Caprock Group, LLC | 0.32% | No change | 424,130 | $9.8M |
| Farrell Financial LLC | 7.00% | Reduce -66.6% | 422,183 | $9.8M |
| RTD Financial Advisors, Inc. | 1.23% | Add +4.0% | 414,961 | $9.6M |
| Avidian Wealth Enterprises, LLC | 0.43% | Reduce -0.7% | 410,753 | $9.5M |
| AA Financial Advisors, LLC | 2.52% | Add +1.3% | 407,772 | $9.5M |
| Up Strategic Wealth Investment Advisors LLC | 9.39% | No change | 405,095 | $9.4M |
| Asset Dedication, LLC | 0.73% | Reduce -56.4% | 401,496 | $9.3M |
| Two Sigma Investments, LP | 0.02% | New | 399,336 | $9.3M |
| Lake Street Advisors Group, LLC | 0.43% | Reduce -3.8% | 398,416 | $9.2M |
| Montis Financial, LLC | 2.85% | Reduce -1.7% | 397,470 | $9.2M |
| Cahill Financial Advisors Inc. | 1.25% | Reduce -8.9% | 397,137 | $9.2M |
| Savvy Advisors, Inc. | 1.10% | Add +26.0% | 395,770 | $9.2M |
| MML Investors Services, LLC | 0.03% | Add +7.0% | 393,932 | $9.1M |
| LongView Wealth Management | 2.78% | Add +2.8% | 393,589 | $9.1M |
| Lido Advisors, LLC | 0.06% | Add +99.7% | 382,480 | $8.9M |
| MBA Advisors LLC | 4.48% | Add +1.8% | 381,374 | $8.8M |
| Flputnam Investment Management Co. | 0.16% | Add +8.4% | 380,916 | $8.8M |
| Concurrent Investment Advisors, LLC | 0.24% | New | 374,783 | $8.7M |
| Patriot Investment Management Group, Inc. | 0.64% | Add +2.2% | 369,931 | $8.6M |
| U.S. Capital Wealth Advisors, LLC | 0.27% | Reduce -0.6% | 369,801 | $8.6M |
| VSM Wealth Advisory, LLC | 3.05% | — | 368,539 | $8.5M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -1.7% | 363,756 | $8.4M |
| Sfmg, LLC | 0.66% | Add +26.8% | 363,311 | $8.4M |
| Raine Group LLC | 50.26% | Add +0.6% | 362,789 | $8.4M |
| Elevation Wealth Partners, LLC | 3.54% | Add +2.1% | 361,226 | $8.4M |
| Grant Street Asset Management, Inc. | 2.18% | Reduce -0.4% | 360,227 | $8.4M |
| Brand Asset Management Group, Inc. | 3.38% | Reduce -3.5% | 358,554 | $8.3M |
| Atria Investments, Inc | 0.10% | Add +2.3% | 356,884 | $8.3M |
| Element Wealth, LLC | 4.30% | Reduce -0.9% | 354,461 | $8.2M |
| Wealthcare Advisory Partners LLC | 0.23% | Reduce -19.9% | 354,102 | $8.2M |
| Pacific Capital Wealth Advisors, Inc. | 1.35% | Reduce -3.9% | 349,498 | $8.1M |
| Lee Financial Co | 1.14% | Reduce -1.5% | 349,250 | $8.1M |
| Bank of New York Mellon Corp | 0.00% | Add +39.6% | 348,683 | $8.1M |
| Red Tortoise LLC | 4.24% | Reduce -0.9% | 346,111 | $8.1M |
| Muirfield Wealth Advisors LLC | 6.66% | Reduce -3.0% | 348,297 | $8.1M |
| Consilium Wealth Advisory, LLC | 3.85% | Reduce -0.7% | 348,220 | $8.1M |
| Attessa Capital LLC | 5.46% | — | 345,259 | $8.0M |
| K2 Financial Inc. | 7.92% | — | 345,670 | $8.0M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +41.1% | 343,156 | $8.0M |
| Ami Investment Management Inc. | 2.55% | Reduce -10.4% | 338,156 | $7.8M |
| Castle Wealth Management LLC | 3.08% | Reduce -11.9% | 337,483 | $7.8M |
| Clayton Financial Group LLC | 2.81% | Reduce -0.5% | 336,760 | $7.8M |
| Oakwell Private Wealth Management, LLC | 2.16% | Reduce -1.4% | 332,563 | $7.7M |
| Nottingham Advisors, Inc. | 0.98% | Reduce -17.5% | 332,338 | $7.7M |
| Guardian Financial Partners, LLC | 4.53% | Add +10.1% | 328,913 | $7.6M |
| CAP Partners, LLC | 5.28% | Reduce -34.5% | 322,844 | $7.5M |
| Wealthspire Retirement, LLC | 0.58% | Reduce -7.7% | 315,159 | $7.3M |
| Nicollet Investment Management, Inc. | 2.51% | No change | 315,116 | $7.3M |
| Legacy Private Trust Co. | 0.48% | Add +1.0% | 313,763 | $7.3M |
| SWS Partners | 2.18% | Reduce -28.8% | 310,599 | $7.2M |
| Circle Wealth Management, LLC | 0.15% | Reduce -1.3% | 309,570 | $7.2M |
| Walkner Condon Financial Advisors LLC | 1.46% | Reduce -3.1% | 309,258 | $7.2M |
| Blueprint Investment Partners LLC | 1.14% | Add +221.6% | 308,658 | $7.2M |
| Waverly Advisors, LLC | 0.11% | Add +1.0% | 307,035 | $7.1M |
| Rosenberg Matthew Hamilton | 1.83% | Reduce -1.5% | 303,106 | $7.0M |
| Vise Technologies, Inc. | 0.57% | Add +9.1% | 296,158 | $6.9M |
| Ironwood Wealth Management, LLC. | 2.12% | Reduce -10.7% | 294,607 | $6.8M |
| Harbor Group, Inc. | 1.53% | Reduce -0.6% | 294,425 | $6.8M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -56.6% | 293,369 | $6.8M |
| Equitable Holdings, Inc. | 0.06% | Reduce -15.3% | 293,211 | $6.8M |
| EP Wealth Advisors, LLC | 0.06% | Add +3.2% | 290,958 | $6.7M |
| Arcataur Capital Management LLC | 2.27% | Reduce -0.8% | 290,121 | $6.7M |
| Financial Synergies Wealth Advisors, Inc. | 0.83% | Reduce -0.3% | 288,965 | $6.7M |
| Blackhawk Capital Partners, LLC | 3.45% | Reduce -13.1% | 287,160 | $6.7M |
| Bartlett & Co. Wealth Management LLC | 0.10% | Add +0.3% | 286,705 | $6.6M |
| Elite Life Management LLC | 19.68% | Add +23.1% | 286,661 | $6.6M |
| Arbor Trust Wealth Advisors, LLC | 3.11% | Reduce -0.7% | 285,947 | $6.6M |
| MBL Wealth, LLC | 0.67% | No change | 285,850 | $6.6M |
| Gradient Capital Advisors, LLC | 2.12% | Reduce -2.3% | 283,488 | $6.6M |
| Trivium Point Advisory, LLC | 0.82% | Reduce -65.0% | 281,715 | $6.5M |
| Barden Capital Management, Inc. | 5.53% | Add +4.1% | 278,240 | $6.4M |
| Curbstone Financial Management Corp | 1.36% | No change | 277,840 | $6.4M |
| Madden Advisory Services, Inc. | 2.98% | Reduce -0.8% | 276,848 | $6.4M |
| MinichMacGregor Wealth Management, LLC | 1.32% | Reduce -6.5% | 275,193 | $6.4M |
| Legacy Financial Group, Inc. | 2.04% | Reduce -66.9% | 273,021 | $6.3M |
| Consolidated Portfolio Review Corp | 1.00% | Add +6.0% | 272,353 | $6.3M |
| Cornerstone Wealth Advisors, Inc. | 1.73% | Reduce -4.3% | 272,165 | $6.3M |
| Summit Financial, LLC | 0.22% | Add +43.8% | 269,602 | $6.2M |
| Berkshire Asset Management LLC | 0.30% | Reduce -2.6% | 258,691 | $6.2M |
| Truepoint, Inc. | 0.17% | Reduce -6.9% | 266,625 | $6.2M |
| Phillips Financial Management, LLC | 0.47% | No change | 257,894 | $6.0M |
| Parallel Advisors, LLC | 0.13% | Add +10.1% | 257,214 | $6.0M |
| Voisard Asset Management Group, Inc. | 1.99% | Reduce -39.3% | 256,913 | $6.0M |
| Triangle Securities Wealth Management | 1.52% | Add +1.5% | 256,488 | $5.9M |
| NorthCoast Asset Management LLC | 0.03% | Add +34.5% | 255,824 | $5.9M |
| Droms Strauss Advisors Inc. /Mo/ | 1.93% | Reduce -1.9% | 255,110 | $5.9M |
| Aspiriant, LLC | 0.21% | Reduce -0.8% | 254,914 | $5.9M |
| Klingenstein Fields & Co. LP | 0.24% | Reduce -1.3% | 253,313 | $5.9M |
| Western Wealth Management, LLC | 0.31% | Reduce -2.2% | 250,568 | $5.8M |
| Sage Mountain Advisors LLC | 0.42% | No change | 249,841 | $5.8M |
| Windsor Advisory Group, LLC | 6.69% | Add +147.5% | 248,034 | $5.7M |
| B. Riley Wealth Advisors, Inc. | 0.19% | Reduce -26.6% | 244,284 | $5.7M |
| Birchbrook, Inc. | 3.21% | Reduce -2.4% | 243,921 | $5.7M |
| Van Strum & Towne Inc. | 1.99% | Add +4.9% | 243,563 | $5.6M |
| Signature Estate & Investment Advisors LLC | 0.14% | Reduce -6.2% | 243,174 | $5.6M |
| Berkeley, Inc | 2.92% | Reduce -43.8% | 243,132 | $5.6M |
| Krilogy Financial LLC | 0.37% | Reduce -23.1% | 242,063 | $5.6M |
| Omega Financial Group, LLC | 2.12% | Reduce -2.3% | 241,648 | $5.6M |
| Tempus Wealth Planning, LLC | 1.70% | Add +0.2% | 240,399 | $5.6M |
| Van Cleef Asset Management,Inc | 0.61% | Add +1.2% | 239,867 | $5.6M |
| Paulson Wealth Management Inc. | 1.51% | Reduce -7.6% | 239,152 | $5.5M |
| Mutual Advisors, LLC | 0.16% | Reduce -66.8% | 235,308 | $5.5M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.34% | — | 236,891 | $5.5M |
| Santori & Peters, Inc. | 2.10% | Reduce -1.1% | 236,402 | $5.5M |
| PFG Advisors | 0.33% | Add +21.2% | 233,659 | $5.4M |
| AE Wealth Management LLC | 0.05% | Add +458.2% | 232,045 | $5.4M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +57.9% | 228,348 | $5.3M |
| Napatree Capital LLC | 3.11% | Add +1.3% | 228,330 | $5.3M |
| West Oak Capital, LLC | 2.79% | Reduce -2.0% | 228,160 | $5.3M |
| Financial Advisors, LLC | 1.01% | Add +3.6% | 227,547 | $5.3M |
| U S Wealth Group, Llc. | 3.96% | — | 226,012 | $5.2M |
| Bigelow Investment Advisors, LLC | 2.46% | Reduce -11.8% | 225,899 | $5.2M |
| Ignite Planners, LLC | 1.14% | Add +31.2% | 221,839 | $5.2M |
| Avantax Advisory Services, Inc. | 0.03% | No change | 224,020 | $5.2M |
| Sentinel Pension Advisors, LLC | 0.96% | Reduce -31.5% | 222,543 | $5.2M |
| Susquehanna International Group, LLP | 0.01% | Add +486.6% | 221,790 | $5.1M |
| Bailard, Inc. | 0.13% | Reduce -0.5% | 221,390 | $5.1M |
| Game Plan Financial Advisors, LLC | 2.71% | Add +57.2% | 196,797 | $5.1M |
| Code Waechter LLC | 4.42% | Reduce -2.0% | 218,649 | $5.1M |
| Carolina Wealth Advisors, LLC | 2.71% | Reduce -10.4% | 216,827 | $5.0M |
| Advisory Services Network, LLC | 0.09% | Add +16.2% | 216,521 | $5.0M |
| VanderPol Investments L.L.C. | 10.94% | Add +42.2% | 215,905 | $5.0M |
| Lifeworks Advisors, LLC | 0.90% | Reduce -7.9% | 215,226 | $5.0M |
| Brighton Jones LLC | 0.14% | Reduce -0.5% | 211,330 | $4.9M |
| Clearview Wealth Advisors LLC | 3.72% | Add +1.9% | 210,878 | $4.9M |
| Sigma Investment Counselors Inc. | 0.29% | Add +1.2% | 209,436 | $4.9M |
| Valmark Advisers, Inc. | 0.07% | Add +7.6% | 208,543 | $4.8M |
| United Advisor Group, LLC | 0.94% | Add +7.1% | 205,343 | $4.8M |
| Mission Wealth Management, LP | 0.11% | Add +0.2% | 205,258 | $4.8M |
| Peak Financial Management, Inc. | 1.42% | Reduce -2.7% | 204,578 | $4.7M |
| Shelton Wealth Management, LLC | 2.57% | Reduce -10.3% | 202,115 | $4.7M |
| Mengis Capital Management, Inc. | 0.95% | Reduce -3.4% | 200,135 | $4.6M |
| Creekside Partners | 2.39% | Add +1.8% | 199,080 | $4.6M |
| Townsquare Capital LLC | 0.05% | Reduce -34.5% | 197,918 | $4.6M |
| Ring Mountain Capital, LLC | 3.07% | — | 197,889 | $4.6M |
| Exchange Capital Management, Inc. | 0.73% | Reduce -11.1% | 197,341 | $4.6M |
| Denver PWM, LLC | 1.76% | Reduce -3.0% | 196,545 | $4.6M |
| Hutchens & Kramer Investment Management Group, LLC | 2.47% | Reduce -2.9% | 196,410 | $4.6M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Add +0.7% | 195,534 | $4.5M |
| Bank of Montreal | 0.00% | Add +0.7% | 193,263 | $4.5M |
| Cambridge Financial Group, LLC | 1.91% | Reduce -1.2% | 193,198 | $4.5M |
| Integrated Advisors Network LLC | 0.21% | Add +0.8% | 192,239 | $4.5M |
| Winthrop Advisory Group LLC | 0.53% | Reduce -0.7% | 191,007 | $4.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -10.8% | 187,948 | $4.4M |
| Cynosure Group, LLC | 0.64% | Add +0.3% | 185,946 | $4.3M |
| Eagle Capital Management, LLC | 1.73% | Add +0.4% | 185,049 | $4.3M |
| Missouri Trust & Investment Co | 1.49% | Reduce -4.5% | 183,048 | $4.2M |
| Merriman Wealth Management, LLC | 0.18% | No change | 182,759 | $4.2M |
| GPM Growth Investors, Inc. | 1.79% | Add +3.5% | 182,730 | $4.2M |
| Ausdal Financial Partners, Inc. | 0.36% | Add +2.6% | 182,217 | $4.2M |
| Thrive Wealth Management, LLC | 0.76% | Add +1.9% | 181,438 | $4.2M |
| Dakota Wealth Management | 0.10% | Add +1.7% | 179,963 | $4.2M |
| Exencial Wealth Advisors, LLC | 0.15% | Reduce -8.0% | 179,554 | $4.2M |
| Waterloo Capital, L.P. | 0.43% | Add +0.1% | 175,964 | $4.1M |
| Axxcess Wealth Management, LLC | 0.10% | Reduce -15.0% | 175,883 | $4.1M |
| Ieq Capital, LLC | 0.04% | Reduce -6.6% | 175,507 | $4.1M |
| Asset Planning Services Inc. /La/ | 1.98% | Add +1.3% | 175,135 | $4.1M |
| Asset Management Group, Inc. | 0.72% | Add +1.0% | 174,554 | $4.0M |
| AlphaCore Capital LLC | 0.87% | Reduce -6.6% | 173,598 | $4.0M |
| Procyon Advisors, LLC | 0.26% | Reduce -2.6% | 173,078 | $4.0M |
| Pathstone Holdings, LLC | 0.02% | No change | 172,242 | $4.0M |
| Hantz Financial Services, Inc. | 0.07% | Reduce -1.6% | 170,941 | $4.0M |
| Sharkey, Howes & Javer | 0.56% | Reduce -2.7% | 170,535 | $4.0M |
| Cathy Pareto & Associates, Inc. | 3.61% | — | 169,634 | $3.9M |
| Meridian Wealth Management, LLC | 0.19% | Reduce -4.0% | 169,285 | $3.9M |
| Hollencrest Capital Management | 0.16% | No change | 168,183 | $3.9M |
| Somerset Group LLC | 3.53% | Reduce -1.0% | 166,443 | $3.9M |
| John W. Brooker & Co., CPAs | 1.66% | Add +8.9% | 166,135 | $3.9M |
| Sand Hill Global Advisors, LLC | 0.16% | Add +2.4% | 165,881 | $3.8M |
| Rwa Wealth Partners, LLC | 0.05% | Reduce -2.0% | 165,670 | $3.8M |
| Maia Wealth LLC | 0.82% | Reduce -71.4% | 160,720 | $3.8M |
| TD Private Client Wealth LLC | 0.11% | Add +3.7% | 164,172 | $3.8M |
| Elmwood Wealth Management, Inc. | 1.53% | Reduce -1.5% | 163,876 | $3.8M |
| Fort Vancouver Investment Management, LLC | 3.21% | Reduce -0.5% | 162,992 | $3.8M |
| First Foundation Advisors | 0.14% | Add +1.3% | 162,250 | $3.8M |
| MeadowBrook Investment Advisors LLC | 3.37% | Reduce -2.6% | 161,078 | $3.7M |
| Zacks Investment Management | 0.03% | Add +4.4% | 160,529 | $3.7M |
| Naples Global Advisors, LLC | 0.35% | Reduce -5.0% | 160,437 | $3.7M |
| World Investment Advisors | 0.10% | Add +6.1% | 159,813 | $3.7M |
| Summit Financial Strategies, Inc. | 0.41% | Reduce -1.0% | 158,935 | $3.7M |
| CoreCap Advisors, LLC | 0.17% | Add +237.8% | 156,692 | $3.6M |
| Chapman Financial Group, LLC | 2.90% | — | 156,110 | $3.6M |
| Poehling Capital Management, INC. | 0.88% | No change | 153,707 | $3.6M |
| Hanseatic Management Services Inc. | 4.52% | Reduce -2.5% | 153,609 | $3.6M |
| RMR Wealth Builders | 0.36% | Add +436.0% | 150,851 | $3.5M |
| Next Capital Management LLC | 1.42% | Add +1.5% | 148,716 | $3.4M |
| Sowell Financial Services LLC | 0.18% | New | 147,417 | $3.4M |
| Summit Place Financial Advisors, LLC | 1.93% | Reduce -9.0% | 146,138 | $3.4M |
| Apex Wealth Management, LLC | 2.92% | — | 145,902 | $3.4M |
| Stevens Capital Partners | 1.53% | Add +25.2% | 145,325 | $3.4M |
| ETF Store, Inc. | 4.12% | Reduce -5.9% | 143,185 | $3.3M |
| Pinion Investment Advisors, LLC | 1.32% | Reduce -8.0% | 142,791 | $3.3M |
| Beaumont Financial Advisors, LLC | 0.25% | Reduce -6.8% | 142,598 | $3.3M |
| RHS Financial, LLC | 1.71% | Reduce -13.3% | 142,220 | $3.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +17.0% | 139,457 | $3.2M |
| Advisors Management Group Inc. | 0.76% | Add +12.0% | 139,390 | $3.2M |
| Fagan Associates, Inc. | 0.51% | Reduce -1.1% | 138,295 | $3.2M |
| Commerce Bank | 0.02% | No change | 135,987 | $3.2M |
| Stockman Wealth Management, Inc. | 0.49% | Add +51.7% | 135,901 | $3.2M |
| Condor Capital Management | 0.28% | Reduce -0.5% | 135,628 | $3.1M |
| Elser Financial Planning, Inc | 0.19% | Reduce -2.6% | 135,411 | $3.1M |
| Phil A. Younker & Associates, Ltd. | 3.13% | — | 135,228 | $3.1M |
| Valeo Financial Advisors, LLC | 0.09% | Reduce -2.4% | 135,030 | $3.1M |
| VERITY Wealth Advisors | 2.25% | No change | 134,751 | $3.1M |
| Medallion Wealth Advisors, LLC | 1.55% | — | 134,788 | $3.1M |
| 1900 Wealth Management LLC | 0.26% | Add +1.9% | 134,374 | $3.1M |
| Financial Counselors Inc. | 0.05% | Reduce -0.4% | 133,660 | $3.1M |
| One Capital Management, LLC | 0.10% | Reduce -3.6% | 133,649 | $3.1M |
| Edge Capital Group, LLC | 0.14% | Reduce -93.5% | 9,085 | $3.1M |
| Broadview Financial Management, LLC | 2.20% | Reduce -3.5% | 132,695 | $3.1M |
| Milestone Asset Management Group, LLC | 2.74% | — | 132,153 | $3.1M |
| Visionary Wealth Advisors | 0.18% | Add +5.9% | 131,988 | $3.1M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -9.2% | 129,483 | $3.0M |
| Values Added Financial LLC | 1.74% | Reduce -1.0% | 129,802 | $3.0M |
| C M Bidwell & Associates Ltd. | 1.83% | Reduce -3.5% | 129,710 | $3.0M |
| Roundview Capital LLC | 0.21% | Add +0.3% | 128,953 | $3.0M |
| Johnson Financial Group, LLC | 0.35% | Add +3.5% | 128,344 | $3.0M |
| Avior Wealth Management, LLC | 0.11% | Reduce -3.3% | 127,804 | $3.0M |
| Lazard Asset Management LLC | 0.00% | No change | 126,942 | $2.9M |
| Bleakley Financial Group, LLC | 0.09% | Add +1.7% | 126,696 | $2.9M |
| Diversify Advisory Services, LLC | 0.16% | Reduce -67.1% | 125,675 | $2.9M |
| Mosaic Family Wealth Partners, LLC | 0.42% | Reduce -2.0% | 124,087 | $2.9M |
| Brookstone Capital Management | 0.04% | Reduce -5.4% | 123,894 | $2.9M |
| Hurley Capital, LLC | 2.30% | — | 122,208 | $2.9M |
| Kathmere Capital Management, LLC | 0.26% | Reduce -4.0% | 123,455 | $2.9M |
| GW Henssler & Associates Ltd. | 0.16% | Reduce -67.3% | 41,852 | $2.8M |
| Flower City Capital | 1.73% | Reduce -7.6% | 122,012 | $2.8M |
| Pittenger & Anderson Inc. | 0.10% | Add +5.0% | 121,024 | $2.8M |
| Jackson Creek Investment Advisors LLC | 0.84% | Reduce -0.8% | 119,681 | $2.8M |
| Clear Investment Research, LLC | 3.57% | Reduce -0.5% | 119,652 | $2.8M |
| WealthShield Partners, LLC | 0.39% | Reduce -1.7% | 118,438 | $2.7M |
| Wealth Group Ltd | 0.79% | Reduce -0.6% | 117,263 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.9% | 117,122 | $2.7M |
| Capital Advisors Inc. | 0.05% | Add +16.9% | 116,768 | $2.7M |
| Nicholas Hoffman & Company, LLC. | 0.11% | Add +0.1% | 116,274 | $2.7M |
| Tiaa Trust, National Association | 0.01% | Add +50.9% | 116,027 | $2.7M |
| Seneca Financial Advisors LLC | 1.34% | Reduce -1.2% | 116,024 | $2.7M |
| Pinnacle Associates Ltd. | 0.04% | Add +56.5% | 115,752 | $2.7M |
| Vantage Financial Partners, LLC | 0.67% | Add +2.7% | 115,501 | $2.7M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -15.5% | 115,060 | $2.7M |
| Grant/GrossMendelsohn, LLC | 1.39% | Add +6.9% | 114,495 | $2.7M |
| Plancorp, LLC | 0.11% | Add +0.3% | 114,291 | $2.6M |
| Cabot Wealth Management Inc. | 0.33% | Reduce -1.1% | 113,456 | $2.6M |
| YHB Investment Advisors, Inc. | 0.21% | Add +24.2% | 112,514 | $2.6M |
| Stordahl Capital Management, Inc. | 0.62% | Reduce -1.0% | 112,458 | $2.6M |
| Elgethun Capital Management | 0.63% | Reduce -6.9% | 111,971 | $2.6M |
| Godsey & Gibb, Inc. | 0.26% | Add +5.8% | 111,676 | $2.6M |
| Joseph P. Lucia & Associates, LLC | 1.14% | Reduce -3.3% | 110,636 | $2.6M |
| Front Row Advisors LLC | 0.88% | Reduce -4.6% | 110,511 | $2.6M |
| Traphagen Investment Advisors LLC | 0.26% | Add +0.3% | 110,025 | $2.6M |
| Money Concepts Capital Corp. | 0.19% | Add +711.0% | 109,901 | $2.5M |
| Clearstead Advisors, LLC | 0.04% | Add +0.8% | 107,629 | $2.5M |
| AdvisorNet Financial, Inc | 0.21% | Reduce -3.2% | 107,070 | $2.5M |
| Brucke Financial, Inc. | 2.12% | — | 103,171 | $2.5M |
| Phocas Financial Corp. | 0.33% | No change | 106,236 | $2.5M |
| Bawa N Mallick Trust | 1.08% | — | 105,900 | $2.5M |
| Townsend Asset Management Corp. /NC/ | 0.89% | Reduce -1.4% | 104,723 | $2.4M |
| Tudor Investment Corporation | 0.03% | Reduce -67.5% | 104,677 | $2.4M |
| Compass Ion Advisors, LLC | 0.29% | Reduce -1.3% | 104,657 | $2.4M |
| Merit Financial Group, LLC | 0.04% | Add +513.9% | 104,005 | $2.4M |
| BOK Financial Private Wealth, Inc. | 0.17% | Add +3.1% | 103,662 | $2.4M |
| Citigroup Inc. | 0.00% | Add +24.4% | 103,162 | $2.4M |
| Seros Financial, LLC | 2.14% | — | 37,006 | $2.4M |
| Wedgewood Investors Inc. | 2.78% | No change | 101,758 | $2.4M |
| CCG Wealth Management, LLC | 1.31% | No change | 101,147 | $2.3M |
| S.E.E.D. Planning Group LLC | 0.78% | Reduce -1.9% | 101,056 | $2.3M |
| Stark Wealth Management LLC | 1.72% | — | 100,810 | $2.3M |
| Oppenheimer & Co. Inc. | 0.03% | Add +0.8% | 100,745 | $2.3M |
| Smith Anglin Financial, LLC | 0.22% | Add +1.3% | 99,369 | $2.3M |
| Lowery Thomas, LLC | 1.50% | Add +13.1% | 99,070 | $2.3M |
| Worth Asset Management, LLC | 1.22% | Add +12.8% | 98,843 | $2.3M |
| Blair William & Co. | 0.01% | Add +1.9% | 98,808 | $2.3M |
| Freestone Capital Holdings, LLC | 0.08% | Reduce -23.6% | 98,555 | $2.3M |
| Zhang Financial LLC | 0.13% | Reduce -0.2% | 97,036 | $2.2M |
| Capital Advantage, Inc. | 0.41% | Reduce -1.9% | 96,769 | $2.2M |
| Wynn Capital, LLC | 1.40% | No change | 96,015 | $2.2M |
| Duncker Streett & Co. Inc. | 0.41% | No change | 95,532 | $2.2M |
| Principal Securities, Inc. | 0.05% | Add +8.0% | 94,937 | $2.2M |
| Heritage Trust Co | 0.26% | — | 94,572 | $2.2M |
| FAS Wealth Partners, Inc. | 0.18% | Reduce -3.8% | 94,471 | $2.2M |
| Empower Advisory Group, LLC | 0.01% | Reduce -1.5% | 93,586 | $2.2M |
| Saxony Capital Management, LLC | 1.91% | Add +8.0% | 93,516 | $2.2M |
| Callan Family Office, LLC | 0.14% | New | 93,000 | $2.2M |
| Tritonpoint Wealth, LLC | 0.20% | No change | 92,946 | $2.2M |
| Compass Financial Group, INC | 0.41% | Add +3.5% | 92,409 | $2.1M |
| Rovin Capital /Ut/ | 0.77% | Add +0.5% | 92,265 | $2.1M |
| Signaturefd, LLC | 0.04% | Reduce -2.7% | 92,103 | $2.1M |
| Verum Partners LLC | 0.61% | Reduce -3.4% | 91,757 | $2.1M |
| Rialto Wealth Management, LLC | 0.70% | — | 90,830 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +27.3% | 90,702 | $2.1M |
| Holderness Investments Co. | 0.46% | Add +5.0% | 90,314 | $2.1M |
| Thoroughbred Financial Services, LLC | 0.13% | Reduce -0.5% | 90,029 | $2.1M |
| Calamos Advisors LLC | 0.01% | Add +2.1% | 89,793 | $2.1M |
| Aspiring Ventures, LLC | 1.30% | — | 86,916 | $2.1M |
| American Investment Services, Inc. | 0.36% | Reduce -1.3% | 88,803 | $2.1M |
| Larson Financial Group LLC | 0.11% | Add +6.9% | 88,735 | $2.1M |
| Relyea Zuckerberg Hanson LLC | 0.27% | Add +0.3% | 88,090 | $2.0M |
| BlackRock, Inc. | 0.00% | Add +434.6% | 88,063 | $2.0M |
| Riverpoint Wealth Management Holdings, LLC | 0.53% | No change | 88,029 | $2.0M |
| Sebold Capital Management, Inc. | 1.37% | Reduce -3.6% | 88,001 | $2.0M |
| Clear Point Advisors Inc. | 1.74% | Reduce -0.3% | 87,828 | $2.0M |
| Simon Quick Advisors, LLC | 0.12% | Reduce -1.8% | 86,751 | $2.0M |
| Mitchell Capital Management Co. | 0.35% | Reduce -6.5% | 86,689 | $2.0M |
| Dechtman Wealth Management, LLC | 0.39% | Add +0.3% | 86,557 | $2.0M |
| RIA Advisory Group LLC | 0.68% | Reduce -2.1% | 86,340 | $2.0M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Reduce -0.3% | 86,144 | $2.0M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -3.8% | 85,985 | $2.0M |
| Parsons Capital Management Inc. | 0.11% | Add +4.6% | 85,841 | $2.0M |
| Davidson Trust Co. | 1.02% | No change | 85,608 | $2.0M |
| Moisand Fitzgerald Tamayo, LLC | 0.28% | Reduce -2.2% | 85,339 | $2.0M |
| Peachtree Investment Partners, LLC | 0.74% | Add +31.9% | 85,192 | $2.0M |
| L.K. Benson & Company, P.C. | 1.39% | — | 85,032 | $2.0M |
| Bryn Mawr Trust Advisors, LLC | 0.11% | Add +0.1% | 84,477 | $2.0M |
| FineMark National Bank & Trust | 0.07% | Reduce -5.8% | 84,018 | $1.9M |
| Weaver Capital Management LLC | 0.55% | Add +5.1% | 83,696 | $1.9M |
| Alpha Omega Wealth Management LLC | 0.37% | Reduce -2.0% | 83,539 | $1.9M |
| Outfitters Financial LLC | 1.55% | Reduce -0.5% | 83,520 | $1.9M |
| Pettyjohn, Wood & White, Inc. | 0.35% | No change | 81,951 | $1.9M |
| Successful Portfolios LLC | 1.27% | Add +5.9% | 81,655 | $1.9M |
| LBMC Investment Advisors, LLC | 0.15% | No change | 81,375 | $1.9M |
| Market Street Wealth Management Advisors LLC | 0.31% | Reduce -1.4% | 80,421 | $1.9M |
| Cross Staff Investments Inc | 1.28% | No change | 79,395 | $1.8M |
| American Financial Advisors, LLC | 0.26% | No change | 79,268 | $1.8M |
| Breakwater Investment Management | 0.78% | Add +5.6% | 79,062 | $1.8M |
| JFG Wealth Management, LLC | 0.42% | Add +475.1% | 78,657 | $1.8M |
| Argent Capital Management LLC | 0.05% | New | 78,642 | $1.8M |
| Garde Capital, Inc. | 0.12% | Add +0.3% | 78,599 | $1.8M |
| Veery Capital, LLC | 0.70% | Reduce -83.6% | 78,527 | $1.8M |
| Novare Capital Management LLC | 0.15% | Reduce -0.4% | 78,480 | $1.8M |
| Hurlow Wealth Management Group, Inc. | 0.57% | Reduce -2.4% | 78,409 | $1.8M |
| Paces Ferry Wealth Advisors, LLC | 0.88% | Reduce -8.7% | 78,026 | $1.8M |
| Virtue Capital Management, LLC | 0.36% | Reduce -4.1% | 77,971 | $1.8M |
| AlTi Global, Inc. | 0.04% | Add +2.3% | 77,894 | $1.8M |
| Capasso Planning Partners LLC | 0.72% | Reduce -34.3% | 77,614 | $1.8M |
| Sachem Hill LLC | 0.37% | Reduce -5.1% | 77,023 | $1.8M |
| Per Stirling Capital Management, LLC. | 0.25% | No change | 76,749 | $1.8M |
| Bouchey Financial Group, Ltd. | 0.16% | Reduce -0.6% | 76,718 | $1.8M |
| Transce3nd, LLC | 0.60% | — | 76,653 | $1.8M |
| Capital Management Associates, Inc | 0.66% | Add +1.4% | 75,741 | $1.8M |
| Vision Capital Management, Inc. | 0.26% | Reduce -5.0% | 75,667 | $1.8M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | Reduce -6.4% | 75,657 | $1.8M |
| Pinnacle Family Advisors, LLC | 0.84% | Add +4.0% | 75,242 | $1.7M |
| WMS Partners, LLC | 0.10% | No change | 74,766 | $1.7M |
| &partners | 0.02% | Add +32.6% | 73,338 | $1.7M |
| Aspen Investment Management Inc | 0.80% | Add +1.9% | 74,037 | $1.7M |
| Silver Oak Securities, Incorporated | 0.16% | Add +5.3% | 73,512 | $1.7M |
| Main Street Group, LTD | 0.72% | Reduce -1.4% | 73,582 | $1.7M |
| Cooper Financial Group | 0.20% | Add +15.3% | 72,368 | $1.7M |
| Emergent Wealth Advisors, LLC | 1.21% | Add +5.5% | 71,967 | $1.7M |
| Financial Advocates Investment Management | 0.09% | Reduce -15.4% | 71,764 | $1.7M |
| CGN Advisors LLC | 0.16% | Reduce -8.8% | 71,536 | $1.7M |
| Independent Financial Group, LLC | 0.05% | Reduce -1.3% | 70,956 | $1.6M |
| JFS Wealth Advisors, LLC | 0.11% | Reduce -10.3% | 70,744 | $1.6M |
| International Private Wealth Advisors LLC | 1.63% | Reduce -14.7% | 70,624 | $1.6M |
| SeaCrest Wealth Management, LLC | 0.17% | Reduce -11.9% | 70,577 | $1.6M |
| MADDEN SECURITIES Corp | 0.65% | Reduce -1.2% | 70,120 | $1.6M |
| Pennsylvania Capital Management Inc. | 0.56% | Add +6.3% | 69,766 | $1.6M |
| Hamilton Capital, LLC | 0.12% | Reduce -66.7% | 69,576 | $1.6M |
| Westbourne Investments, Inc. | 0.95% | — | 69,573 | $1.6M |
| Foster Group, Inc. | 0.06% | Reduce -0.4% | 69,532 | $1.6M |
| Plotkin Financial Advisors, LLC | 0.95% | Add +2.9% | 69,290 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +7.5% | 68,928 | $1.6M |
| Ironwood Financial, llc | 0.34% | Add +13.6% | 68,898 | $1.6M |
| Wiser Advisor Group LLC | 2.32% | Add +2.0% | 68,873 | $1.6M |
| Avant Capital LLC | 1.32% | — | 68,408 | $1.6M |
| Oldfather Financial Services, LLC | 0.60% | Reduce -0.9% | 68,137 | $1.6M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -4.5% | 67,975 | $1.6M |
| Jefferies Financial Group Inc. | 0.02% | No change | 67,722 | $1.6M |
| Warwick Investment Management, Inc. | 0.32% | No change | 67,668 | $1.6M |
| AMG National Trust Bank | 0.04% | Reduce -1.5% | 67,439 | $1.6M |
| Ifrah Financial Services, Inc. | 0.43% | Add +2.3% | 67,069 | $1.6M |
| Old Mission Capital LLC | 0.04% | New | 66,893 | $1.6M |
| Lloyd Advisory Services, LLC. | 0.73% | New | 66,597 | $1.5M |
| Creative Financial Designs Inc. | 0.13% | Reduce -4.4% | 66,505 | $1.5M |
| Adero Partners, LLC | 0.10% | Add +0.7% | 66,352 | $1.5M |
| Abacus Planning Group, Inc. | 0.27% | Add +0.3% | 66,199 | $1.5M |
| Millennium Capital Advisors, LLC | 1.05% | Add +0.8% | 66,194 | $1.5M |
| Burk Holdings LLC | 1.24% | — | 66,088 | $1.5M |
| Everstar Asset Management, LLC | 1.08% | Reduce -1.2% | 66,061 | $1.5M |
| Capital Advisors, Ltd. LLC | 0.19% | No change | 66,021 | $1.5M |
| Evanson Asset Management, LLC | 0.10% | No change | 65,637 | $1.5M |
| Global Retirement Partners, LLC | 0.04% | Reduce -20.2% | 65,455 | $1.5M |
| Vermillion Wealth Management, Inc. | 0.77% | — | 64,558 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +2.8% | 64,436 | $1.5M |
| Geller Advisors LLC | 0.10% | Reduce -1.0% | 64,220 | $1.5M |
| Sandy Spring Bank | 0.06% | Reduce -0.3% | 64,069 | $1.5M |
| Park Avenue Securities LLC | 0.02% | Add +6.6% | 63,729 | $1.5M |
| Cherry Tree Wealth Management, LLC | 0.36% | Reduce -0.3% | 63,559 | $1.5M |
| Chatham Capital Group, Inc. | 0.24% | No change | 63,470 | $1.5M |
| Intrepid Capital Management Inc. | 0.92% | No change | 63,318 | $1.5M |
| Family Manage LLC | 0.24% | No change | 62,740 | $1.5M |
| IHT Wealth Management, LLC | 0.05% | Reduce -29.5% | 62,390 | $1.4M |
| CWC Advisors, LLC. | 1.42% | Add +0.4% | 61,376 | $1.4M |
| James J. Burns & Company, LLC | 0.25% | Reduce -0.6% | 61,250 | $1.4M |
| FinDec Wealth Services, Inc. | 0.97% | Reduce -38.0% | 60,390 | $1.4M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Reduce -10.7% | 59,515 | $1.4M |
| Comerica Bank | 0.01% | Reduce -13.6% | 59,215 | $1.4M |
| WealthPlan Investment Management, LLC | 0.14% | New | 58,968 | $1.4M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Reduce -5.5% | 58,584 | $1.4M |
| Human Investing LLC | 0.24% | Reduce -2.6% | 58,307 | $1.4M |
| Tilia Fiduciary Partners, Inc. | 0.92% | Reduce -0.5% | 57,931 | $1.3M |
| Sonora Investment Management Group, LLC | 0.10% | Reduce -0.1% | 57,777 | $1.3M |
| Clear Creek Financial Management, LLC | 0.14% | Reduce -20.4% | 57,710 | $1.3M |
| Tenret Co LLC | 0.84% | No change | 57,438 | $1.3M |
| Dravo Bay LLC | 0.65% | Add +7.9% | 57,426 | $1.3M |
| Cassaday & Co Wealth Management LLC | 0.04% | Add +102.7% | 57,077 | $1.3M |
| Evoke Wealth, LLC | 0.04% | No change | 57,036 | $1.3M |
| Retirement Planning Group, LLC | 0.07% | Reduce -25.9% | 56,664 | $1.3M |
| Alley Investment Management Company, LLC | 0.17% | Reduce -1.3% | 56,589 | $1.3M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -1.7% | 56,545 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -16.1% | 56,401 | $1.3M |
| Texas Yale Capital Corp. | 0.05% | No change | 56,090 | $1.3M |
| Evolution Advisers, Inc. | 0.71% | Reduce -3.0% | 55,985 | $1.3M |
| Keybank National Association | 0.00% | No change | 55,449 | $1.3M |
| SageView Advisory Group, LLC | 0.06% | Add +211.3% | 55,428 | $1.3M |
| Carret Asset Management, LLC | 0.14% | Add +4.1% | 54,934 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +2.5% | 54,856 | $1.3M |
| Glenmede Trust Co. NA | 0.01% | New | 54,333 | $1.3M |
| Fortitude Advisory Group L.L.C. | 0.75% | Add +2.1% | 53,972 | $1.3M |
| Ulland Investment Advisors, LLC | 0.86% | Reduce -5.2% | 53,737 | $1.2M |
| Cutler Investment Counsel LLC | 0.15% | Add +0.2% | 53,215 | $1.2M |
| Moneco Advisors, LLC | 0.13% | Add +45.7% | 53,180 | $1.2M |
| Everhart Financial Group, Inc. | 0.25% | Reduce -0.7% | 52,868 | $1.2M |
| Round Rock Advisors LLC | 0.25% | New | 52,712 | $1.2M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -3.4% | 51,804 | $1.2M |
| AssuredPartners Investment Advisors, LLC | 0.23% | — | 51,712 | $1.2M |
| Facet Wealth, Inc. | 0.03% | Reduce -65.4% | 50,063 | $1.2M |
| Ariadne Wealth Management, LP | 0.54% | Reduce -66.7% | 49,482 | $1.2M |
| Wade Financial Advisory, Inc | 0.40% | Add +43.3% | 50,406 | $1.2M |
| Petra Financial Advisors Inc. | 0.79% | Reduce -19.4% | 50,126 | $1.2M |
| Compass Capital Corp. /Ma/ | 0.45% | — | 50,050 | $1.2M |
| IFG Advisory, LLC | 0.07% | Add +7.3% | 50,016 | $1.2M |
| Compass Advisory Group LLC | 0.41% | Add +1.2% | 50,003 | $1.2M |
| Vernal Point Advisors, LLC | 0.79% | No change | 49,806 | $1.2M |
| Granite Bay Wealth Management, LLC | 0.43% | New | 49,656 | $1.2M |
| RFG Advisory, LLC | 0.03% | Add +41.2% | 49,635 | $1.2M |
| Clarity Capital Advisors, LLC | 0.77% | Add +0.3% | 49,480 | $1.1M |
| Stone Summit Wealth LLC | 0.38% | Reduce -5.3% | 49,411 | $1.1M |
| Wealthcare Capital Management LLC | 0.12% | Reduce -1.9% | 49,365 | $1.1M |
| FSM Wealth Advisors, LLC | 0.28% | Add +17.2% | 48,409 | $1.1M |
| Joule Financial, LLC | 0.40% | Reduce -1.4% | 48,718 | $1.1M |
| Econ Financial Services Corp | 0.64% | Reduce -6.3% | 48,338 | $1.1M |
| Lynx Investment Advisory | 0.76% | Reduce -2.6% | 48,231 | $1.1M |
| Callan Capital, LLC | 0.08% | Reduce -31.6% | 47,819 | $1.1M |
| Colorado Capital Management, Inc. | 0.53% | Reduce -17.0% | 47,456 | $1.1M |
| Capital Analysts, LLC | 0.04% | Reduce -20.7% | 47,444 | $1.1M |
| Cozad Asset Management Inc. | 0.10% | No change | 47,394 | $1.1M |
| ORG Partners LLC | 0.15% | Add +33.9% | 47,232 | $1.1M |
| Elios Financial Group Inc. | 0.52% | Add +1.6% | 47,230 | $1.1M |
| Park Edge Advisors, LLC | 0.32% | Reduce -1.8% | 47,104 | $1.1M |
| Crewe Advisors LLC | 0.15% | No change | 46,719 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -39.9% | 46,502 | $1.1M |
| Bfsg, LLC | 0.13% | Add +0.7% | 46,357 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.07% | Reduce -4.8% | 46,161 | $1.1M |
| Michels Family Financial, LLC | 0.98% | — | 46,101 | $1.1M |
| Aurora Private Wealth, Inc. | 0.80% | Reduce -12.2% | 45,975 | $1.1M |
| Aull & Monroe Investment Management Corp | 0.55% | Reduce -2.5% | 45,982 | $1.1M |
| KCM Investment Advisors LLC | 0.04% | No change | 45,837 | $1.1M |
| David Wealth Management LLC | 0.88% | — | 45,798 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.04% | New | 45,745 | $1.1M |
| Seneca House Advisors | 0.42% | Reduce -0.2% | 45,549 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +182.6% | 45,507 | $1.1M |
| Park Capital Management, LLC / WI | 1.26% | — | 45,482 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.4% | 45,404 | $1.1M |
| Firestone Capital Management | 0.26% | Add +0.1% | 45,132 | $1.0M |
| B.O.S.S. Retirement Advisors, LLC | 0.29% | New | 45,069 | $1.0M |
| Rothschild Wealth LLC | 0.30% | Add +264.3% | 44,603 | $1.0M |
| HHM Wealth Advisors, LLC | 0.14% | No change | 44,577 | $1.0M |
| Renaissance Technologies | 0.00% | New | 44,500 | $1.0M |
| Lindenwold Advisors, INC | 0.55% | New | 44,266 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.2% | 44,174 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -37.3% | 44,071 | $1.0M |
| Ritter Daniher Financial Advisory LLC / DE | 0.29% | No change | 43,976 | $1.0M |
| Armbruster Capital Management, Inc. | 0.21% | Reduce -0.4% | 43,865 | $1.0M |
| Beam Wealth Advisors, Inc. | 0.32% | Reduce -2.5% | 43,863 | $1.0M |
| Private Portfolio Partners LLC | 0.19% | Add +3.3% | 43,747 | $1.0M |
| Vanguard Group Inc. | 0.00% | Add +5.2% | 43,672 | $1.0M |
| Twele Capital Management, Inc. | 0.21% | Reduce -9.0% | 43,661 | $1.0M |
| Kondo Wealth Advisors, Inc. | 0.51% | — | 43,449 | $1.0M |
| Vishria Bird Financial Group, LLC | 0.35% | No change | 43,335 | $1.0M |
| St. Nicholas Private Asset Management, Inc. | 0.89% | — | 43,081 | $999K |
| Slow Capital, Inc. | 0.14% | Reduce -1.2% | 42,953 | $996K |
| Hardin Capital Partners, LLC | 0.60% | Reduce -0.5% | 42,747 | $991K |
| Marietta Investment Partners LLC | 0.21% | Add +2.4% | 41,928 | $972K |
| Noble Family Wealth, LLC | 0.27% | No change | 41,748 | $971K |
| Walker Financial Services, Inc. | 0.56% | Reduce -0.3% | 41,637 | $965K |
| Brown Brothers Harriman & Co. | 0.01% | Add +14.8% | 41,463 | $961K |
| Orcam Financial Group | 0.93% | No change | 41,406 | $960K |
| Leading Edge Financial Planning LLC | 0.31% | Add +2.4% | 41,363 | $959K |
| Jacobsen Capital Management | 0.41% | Reduce -0.6% | 41,223 | $956K |
| Earned Wealth Advisors, LLC | 0.30% | No change | 40,931 | $949K |
| GenWealth Group, Inc. | 0.22% | Reduce -16.1% | 40,921 | $949K |
| HUB Investment Partners, LLC | 0.04% | Add +205.5% | 40,747 | $945K |
| Evergreen Capital Management LLC | 0.03% | Reduce -53.8% | 40,575 | $941K |
| Evensky & Katz LLC | 0.06% | Reduce -4.2% | 40,394 | $936K |
| Cambridge Advisors Inc. | 0.21% | No change | 40,362 | $936K |
| Plante Moran Financial Advisors, LLC | 0.08% | Add +27.9% | 40,360 | $936K |
| Mirador Capital Partners LP | 0.17% | Add +3.2% | 40,259 | $933K |
| One Wealth Capital Management, LLC | 0.47% | — | 40,096 | $929K |
| Continuum Advisory, LLC | 0.12% | Reduce -64.6% | 39,751 | $921K |
| Kestra Private Wealth Services, LLC | 0.02% | No change | 39,616 | $918K |
| Roof Eidam Maycock Peralta, LLC | 0.24% | No change | 39,315 | $911K |
| Alternative Investment Advisors, LLC. | 0.47% | Reduce -12.4% | 39,152 | $908K |
| Belpointe Asset Management LLC | 0.05% | Reduce -67.2% | 13,598 | $906K |
| Robinson Smith Wealth Advisors LLC | 0.77% | No change | 39,040 | $905K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -18.2% | 38,945 | $903K |
| Courier Capital LLC | 0.06% | New | 38,841 | $900K |
| Cura Wealth Advisors, LLC | 0.40% | — | 38,754 | $898K |
| Stewardship Advisors, LLC | 0.25% | Add +17.6% | 38,488 | $892K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +6.0% | 38,211 | $886K |
| Farmers Trust Co. | 0.17% | Add +35.3% | 38,148 | $884K |
| Franklin Resources Inc. | 0.00% | No change | 38,079 | $883K |
| Sheaff Brock Investment Advisors, LLC | 0.08% | No change | 37,800 | $876K |
| Spire Wealth Management | 0.03% | Add +4.7% | 37,586 | $871K |
| FF Advisors,LLC | 0.59% | Reduce -66.7% | 36,210 | $865K |
| Transform Wealth, LLC | 0.05% | Add +1.4% | 37,126 | $861K |
| Praetorian Wealth Management, Inc. | 0.21% | No change | 36,711 | $851K |
| Curio Wealth, LLC | 0.46% | — | 36,534 | $847K |
| Mayfair Advisory Group, LLC | 0.50% | Add +50.5% | 36,359 | $843K |
| Baird Financial Group, Inc. | 0.00% | Add +83.5% | 36,255 | $840K |
| Carnegie Investment Counsel | 0.02% | Add +12.5% | 36,227 | $840K |
| Serenus Wealth Advisors, LLC | 0.14% | — | 44,741 | $834K |
| Gainplan LLC | 0.32% | Reduce -14.4% | 35,787 | $830K |
| Oxford Financial Group, LTD. LLC | 0.05% | No change | 35,661 | $827K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +17.7% | 35,506 | $823K |
| Summit Asset Management, LLC | 0.14% | No change | 35,475 | $822K |
| Kiley Juergens Wealth Management, LLC | 0.21% | Add +0.2% | 35,468 | $822K |
| Heritage Investment Group, Inc. | 0.15% | Reduce -2.9% | 35,289 | $818K |
| Greenleaf Trust | 0.01% | Add +124.8% | 35,226 | $817K |
| StoneX Group Inc. | 0.04% | Add +128.4% | 35,103 | $814K |
| Keystone Wealth Services, LLC | 0.21% | Add +0.1% | 34,854 | $808K |
| Victory Financial Group, LLC | 0.21% | — | 34,811 | $807K |
| Venture Visionary Partners LLC | 0.03% | Add +0.4% | 34,711 | $805K |
| Lathrop Investment Management Co. | 0.15% | Reduce -1.8% | 34,582 | $802K |
| XML Financial, LLC | 0.07% | Add +0.1% | 34,224 | $793K |
| Trellis Wealth Advisors LLC | 0.40% | No change | 34,128 | $791K |
| Horst & Graben Wealth Management LLC | 0.14% | No change | 33,851 | $785K |
| Vanguard Capital Wealth Advisors | 0.85% | Add +6.5% | 33,566 | $778K |
| Crux Wealth Advisors | 0.43% | — | 33,261 | $771K |
| Cascade Financial Partners, LLC | 0.10% | Reduce -66.0% | 33,065 | $766K |
| Safeguard Financial, LLC | 0.16% | Add +22.0% | 32,652 | $757K |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -0.3% | 32,567 | $755K |
| Penobscot Wealth Management | 0.35% | New | 32,429 | $752K |
| LifePlan Financial, LLC | 0.66% | Reduce -11.3% | 32,431 | $752K |
| Watershed Private Wealth LLC | 0.29% | Add +0.9% | 32,349 | $750K |
| Regal Investment Advisors LLC | 0.06% | Add +3.6% | 32,215 | $747K |
| Security Financial Services, INC. | 0.15% | No change | 32,187 | $746K |
| Fragasso Financial Advisors Inc | 0.06% | Reduce -3.3% | 32,178 | $746K |
| Apeiron RIA LLC | 0.21% | No change | 32,170 | $746K |
| CM Wealth Advisors LLC | 0.24% | No change | 32,124 | $745K |
| Bridgewater Advisors Inc. | 0.08% | Reduce -66.5% | 32,214 | $744K |
| Parkside Financial Bank & Trust | 0.10% | Reduce -2.7% | 32,095 | $744K |
| QRG Capital Management, Inc. | 0.01% | Add +0.7% | 32,049 | $743K |
| Disciplined Investors, L.L.C. | 0.71% | — | 32,020 | $738K |
| Howe & Rusling Inc. | 0.06% | Add +54.7% | 31,785 | $737K |
| Rede Wealth, LLC | 0.28% | No change | 31,782 | $737K |
| Cypress Financial Planning LLC | 0.27% | Reduce -6.9% | 31,753 | $736K |
| Austin Private Wealth, LLC | 0.07% | Reduce -4.2% | 31,685 | $734K |
| Chesapeake Wealth Management | 0.25% | Reduce -0.7% | 31,650 | $734K |
| Compound Planning, Inc. | 0.04% | Add +97.3% | 31,518 | $731K |
| Carlson Capital Management | 0.03% | No change | 31,392 | $728K |
| Westmount Partners, LLC | 0.22% | Add +181.5% | 31,374 | $727K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 31,365 | $727K |
| Covington Investment Advisors Inc. | 0.11% | Add +1.2% | 31,310 | $726K |
| Heritage Financial Services, LLC | 0.10% | Add +42.8% | 31,257 | $725K |
| Bedel Financial Consulting, Inc. | 0.10% | Add +2.4% | 30,222 | $724K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Reduce -11.0% | 31,224 | $724K |
| Capital Planning LLC | 0.19% | No change | 31,178 | $723K |
| ARK & TLK Investments, LLC | 0.25% | No change | 30,819 | $714K |
| Independent Advisor Alliance | 0.01% | Add +131.5% | 30,666 | $711K |
| Wedmont Private Capital | 0.04% | No change | 30,815 | $709K |
| Single Point Partners, LLC | 0.16% | New | 30,548 | $708K |
| Davis Wealth Advisors, LLC | 0.77% | — | 30,369 | $704K |
| Root Financial Partners, LLC | 0.09% | Add +48.2% | 30,366 | $704K |
| Fulton Breakefield Broenniman LLC | 0.05% | Add +1.0% | 30,285 | $702K |
| WealthPLAN Partners, LLC | 0.10% | Reduce -66.3% | 30,111 | $698K |
| Smartleaf Asset Management LLC | 0.07% | No change | 29,904 | $696K |
| Tanglewood Wealth Management, Inc. | 0.08% | No change | 29,926 | $694K |
| TrueWealth Advisors, LLC | 0.23% | No change | 29,757 | $690K |
| Claro Advisors Inc. | 0.09% | Reduce -29.9% | 29,506 | $684K |
| BlackDiamond Wealth Management, LLC | 0.39% | Reduce -64.3% | 29,213 | $677K |
| L. Roy Papp & Associates, LLP | 0.08% | Reduce -4.0% | 29,211 | $677K |
| Mgo One Seven LLC | 0.03% | Add +6.1% | 29,210 | $677K |
| Ironwood Investment Counsel, LLC | 0.12% | Reduce -13.8% | 29,170 | $676K |
| Mason & Associates, LLC | 0.20% | No change | 28,581 | $663K |
| Cape Investment Advisory, Inc. | 0.26% | Reduce -13.4% | 28,485 | $660K |
| Ascent Group, LLC | 0.05% | Reduce -7.0% | 28,441 | $659K |
| WestHill Financial Advisors, Inc. | 0.15% | No change | 28,386 | $658K |
| Foundation Wealth Management, LLC\PA | 0.32% | — | 28,299 | $656K |
| Smith, Moore & Co. | 0.06% | No change | 27,843 | $645K |
| Bessemer Group Inc. | 0.00% | Add +1051.8% | 27,643 | $641K |
| GS Investments, Inc. | 0.29% | Add +0.6% | 27,585 | $639K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +23.0% | 27,164 | $630K |
| Aaron Wealth Advisors LLC | 0.07% | Add +0.3% | 27,084 | $628K |
| Klingman & Associates, LLC | 0.04% | Reduce -9.3% | 26,889 | $623K |
| Aspire Capital Advisors LLC | 0.18% | New | 26,884 | $623K |
| TFR Capital, LLC. | 0.31% | — | 26,800 | $621K |
| Catalyst Financial Partners LLC | 0.12% | No change | 26,790 | $621K |
| Retirement Income Solutions, Inc. | 0.12% | Reduce -20.1% | 26,700 | $619K |
| Beaird Harris Wealth Management, LLC | 0.05% | Add +0.3% | 26,654 | $618K |
| Oarsman Capital, Inc. | 0.11% | Add +0.5% | 26,601 | $617K |
| Gill Capital Partners, LLC | 0.22% | Add +36.7% | 26,562 | $616K |
| Hartline Investment Corp./ | 0.07% | No change | 26,364 | $611K |
| GHP Investment Advisors, Inc. | 0.03% | Reduce -0.1% | 26,294 | $609K |
| Rockbridge Investment Management, LCC | 0.08% | Reduce -10.1% | 26,073 | $604K |
| Moseley Investment Management Inc. | 0.24% | No change | 26,073 | $604K |
| Harbour Investment Management LLC | 0.26% | No change | 26,034 | $603K |
| Evernest Financial Advisors, LLC | 0.15% | Reduce -2.4% | 25,671 | $595K |
| Composition Wealth, LLC | 0.01% | Add +0.6% | 25,642 | $594K |
| Valtinson Bruner Financial Planning LLC | 0.21% | No change | 25,635 | $594K |
| WPG Advisers, LLC | 0.55% | — | 25,425 | $589K |
| New England Private Wealth Advisors LLC | 0.09% | Add +4.8% | 25,423 | $589K |
| Spreng Capital Management, Inc. | 0.26% | Reduce -1.4% | 25,412 | $589K |
| Vertex Planning Partners, LLC | 0.13% | No change | 25,050 | $581K |
| Citizens Financial Group Inc. | 0.01% | Reduce -51.4% | 25,030 | $580K |
| Dana Investment Advisors, Inc. | 0.02% | Add +26.9% | 24,950 | $578K |
| Fiduciary Alliance LLC | 0.06% | New | 24,707 | $573K |
| Mission Creek Capital Partners, Inc. | 0.12% | Add +271.9% | 82,127 | $572K |
| Your Advocates Ltd., LLP | 0.23% | Reduce -9.8% | 24,615 | $571K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Add +42.7% | 24,599 | $570K |
| Williams & Novak, LLC | 0.54% | No change | 24,270 | $563K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -3.2% | 24,200 | $561K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -31.8% | 24,193 | $561K |
| Acropolis Investment Management, LLC | 0.03% | No change | 23,990 | $556K |
| Whipplewood Advisors, LLC | 0.32% | — | 23,927 | $555K |
| Principal Financial Group Inc. | 0.00% | No change | 23,878 | $553K |
| Wealth Group, Ltd. | 0.36% | Reduce -3.7% | 23,870 | $553K |
| Delta Financial Group, Inc. | 0.13% | New | 23,878 | $553K |
| Engineers Gate Manager LP | 0.01% | New | 23,843 | $553K |
| Resurgent Financial Advisors LLC | 0.33% | No change | 23,790 | $551K |
| M&T Bank Corp | 0.00% | Add +0.9% | 23,547 | $546K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -0.6% | 23,529 | $545K |
| First Manhattan Co. Llc. | 0.00% | No change | 23,106 | $536K |
| Blue Trust, Inc. | 0.01% | Add +10.1% | 23,082 | $535K |
| First County Bank | 0.30% | Reduce -3.8% | 23,081 | $535K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.6% | 23,030 | $534K |
| Means Investment Co., Inc. | 0.06% | Reduce -0.9% | 22,976 | $533K |
| Mather Group, Llc. | 0.01% | No change | 22,840 | $529K |
| Gries Financial LLC | 0.09% | Reduce -16.6% | 22,830 | $529K |
| Triad Wealth Partners, LLC | 0.19% | New | 22,785 | $528K |
| Parkside Advisors LLC | 0.12% | No change | 22,743 | $527K |
| AlphaQ Advisors LLC | 1.43% | Reduce -2.6% | 22,554 | $523K |
| Physician Wealth Advisors, Inc. | 0.09% | Reduce -66.7% | 22,482 | $521K |
| Financial Management Network Inc. | 0.11% | Reduce -7.9% | 22,127 | $519K |
| Compass Planning Associates Inc | 0.52% | — | 22,302 | $517K |
| Pflug Koory, LLC | 0.03% | Add +13.6% | 22,257 | $516K |
| Nwam LLC | 0.03% | Reduce -6.1% | 22,087 | $512K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -2.9% | 21,908 | $508K |
| North Forty Two & Co. | 0.59% | — | 21,870 | $507K |
| 1834 Investment Advisors Co. | 0.06% | Add +1.0% | 21,792 | $505K |
| Aspect Partners, LLC | 0.29% | No change | 21,612 | $501K |
| Certuity, LLC | 0.05% | Reduce -0.7% | 21,362 | $495K |
| Francis Financial, Inc. | 0.13% | No change | 21,240 | $492K |
| Motive Wealth Advisors | 0.26% | No change | 21,204 | $492K |
| LCNB Corp. | 0.18% | No change | 21,126 | $490K |
| Coppell Advisory Solutions LLC | 0.07% | Add +30.9% | 20,955 | $488K |
| McDonald Partners LLC | 0.12% | Reduce -0.5% | 20,957 | $486K |
| Investor's Fiduciary Advisor Network, LLC | 0.19% | — | 20,952 | $485K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | New | 20,896 | $484K |
| Altfest L J & Co. Inc. | 0.06% | Reduce -2.7% | 20,839 | $483K |
| Grey Ledge Advisors, LLC | 0.12% | Reduce -0.9% | 20,809 | $482K |
| Retirement Guys Formula LLC | 0.24% | Add +0.3% | 20,772 | $482K |
| Goldstein Advisors, LLC | 0.07% | Reduce -1.7% | 20,720 | $480K |
| Ahl Investment Management, Inc. | 0.33% | No change | 20,640 | $478K |
| Optima Capital LLC | 0.33% | — | 20,610 | $478K |
| ERn Financial, LLC | 0.07% | Add +0.2% | 20,604 | $478K |
| J. L. Bainbridge & Co., Inc. | 0.04% | No change | 20,592 | $477K |
| NBT Bank, N.A. | 0.03% | Reduce -9.6% | 20,445 | $474K |
| Morton Capital Management LLC | 0.09% | Reduce -5.0% | 20,121 | $466K |
| Martel Wealth Advisors LLC | 0.09% | Reduce -7.0% | 20,013 | $464K |
| Peak Asset Management, LLC | 0.09% | No change | 20,010 | $464K |
| Bordeaux Wealth Advisors LLC | 0.07% | Reduce -4.0% | 19,808 | $459K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -6.9% | 19,782 | $459K |
| Prevail Innovative Wealth Advisors, LLC | 0.13% | New | 19,745 | $458K |
| Armstrong Advisory Group, Inc. | 0.04% | Reduce -9.3% | 19,741 | $458K |
| Heartwood Wealth Advisors LLC | 0.05% | No change | 19,710 | $457K |
| Landmark Wealth Management, LLC | 0.20% | Reduce -1.1% | 19,594 | $454K |
| Laurel Wealth Advisors LLC | 0.07% | Add +1.4% | 19,576 | $454K |
| Certior Financial Group, LLC | 0.40% | — | 19,416 | $450K |
| Mitchell Sinkler & Starr | 0.12% | Add +49.5% | 19,393 | $450K |
| Austin Wealth Management, LLC | 0.09% | Reduce -21.3% | 18,793 | $446K |
| DHJJ Financial Advisors, Ltd. | 0.17% | Reduce -4.3% | 19,201 | $445K |
| Accurate Wealth Management, LLC | 0.09% | Reduce -68.5% | 19,313 | $445K |
| Essex Bank | 0.11% | No change | 19,080 | $442K |
| Goepper Burkhardt LLC | 0.18% | No change | 18,990 | $440K |
| DDD Partners, LLC | 0.05% | Reduce -14.3% | 18,929 | $439K |
| Capital Investment Counsel, LLC | 0.07% | Reduce -31.9% | 18,918 | $439K |
| Gray Wealth Management Inc. | 0.17% | Add +2.1% | 18,771 | $435K |
| Cadent Capital Advisors, LLC | 0.15% | No change | 18,739 | $434K |
| Executive Wealth Management, LLC | 0.03% | Add +9.7% | 18,677 | $433K |
| Grantvest Financial Group LLC | 0.48% | — | 18,644 | $432K |
| MBE Wealth Management, LLC | 0.24% | Add +0.2% | 18,510 | $429K |
| IAG Wealth Partners, LLC | 0.08% | Reduce -12.2% | 18,408 | $427K |
| Balanced Rock Investment Advisors LLC | 0.34% | Reduce -4.9% | 18,404 | $427K |
| CFO4Life Group, LLC | 0.07% | Reduce -18.4% | 18,400 | $427K |
| Basepoint Wealth LLC | 0.34% | Add +0.3% | 18,336 | $425K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Add +17.8% | 18,304 | $424K |
| Waldron Private Wealth LLC | 0.02% | Add +14.9% | 18,263 | $423K |
| Dumont & Blake Investment Advisors LLC | 0.11% | Reduce -2.7% | 18,175 | $421K |
| Mainstay Capital Management LLC | 0.06% | Reduce -18.8% | 18,147 | $421K |
| Carmel Capital Partners, LLC | 0.17% | No change | 18,030 | $418K |
| Pioneer Trust Bank N A | 0.10% | No change | 18,000 | $417K |
| Arlington Financial Advisors, LLC | 0.08% | New | 17,929 | $416K |
| National Wealth Management Group, LLC | 0.28% | Add +35.4% | 17,896 | $415K |
| Pathway Financial Advisors LLC | 0.10% | No change | 17,838 | $413K |
| Geometric Wealth Advisors | 0.07% | Add +63.3% | 17,802 | $413K |
| TPG Advisors LLC | 0.32% | No change | 17,800 | $413K |
| Bellevue Asset Management, LLC | 0.21% | Add +7.8% | 17,786 | $412K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 17,729 | $411K |
| Armor Investment Advisors, LLC | 0.17% | Add +0.2% | 17,694 | $410K |
| Signal Tree Financial Partners LLC | 0.48% | — | 17,607 | $408K |
| Vident Advisory, LLC | 0.01% | Add +4.2% | 17,462 | $405K |
| Crestmont Private Wealth LLC | 0.18% | New | 17,433 | $404K |
| Rf&l Wealth Management, LLC | 0.29% | No change | 17,430 | $404K |
| Empirical Asset Management, LLC | 0.13% | Reduce -0.9% | 17,423 | $404K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -25.6% | 17,355 | $402K |
| Brio Consultants, LLC | 0.06% | Reduce -1.7% | 17,346 | $402K |
| Riverview Capital Advisers, LLC | 0.12% | No change | 17,290 | $401K |
| SMI Advisory Services, LLC | 0.09% | Add +29.0% | 17,293 | $399K |
| Penobscot Investment Management Company, Inc. | 0.04% | No change | 17,130 | $397K |
| Liberty Wealth Management LLC | 0.07% | New | 15,873 | $396K |
| ProVise Management Group, LLC | 0.03% | No change | 17,047 | $395K |
| Flagship Private Wealth, LLC | 0.19% | No change | 17,021 | $395K |
| Hudock, Inc. | 0.07% | No change | 16,890 | $392K |
| Northeast Financial Consultants Inc | 0.02% | No change | 16,800 | $389K |
| Aprio Wealth Management, LLC | 0.06% | Reduce -11.2% | 16,785 | $389K |
| Ground Swell Capital, LLC | 0.85% | New | 16,766 | $389K |
| D.A. Davidson & Co. | 0.00% | Add +0.5% | 16,759 | $388K |
| Wealthcare Capital Partners, LLC | 0.20% | — | 16,738 | $388K |
| Patten & Patten Inc. | 0.03% | Reduce -26.4% | 16,734 | $388K |
| BSW Wealth Partners | 0.06% | Reduce -4.9% | 16,712 | $387K |
| Lafayette Investments, Inc. | 0.08% | Add +11.6% | 16,684 | $387K |
| Nautilus Advisors LLC | 0.31% | — | 16,656 | $386K |
| PGIM Custom Harvest LLC | 0.01% | Add +77.8% | 16,608 | $385K |
| LexAurum Advisors, LLC | 0.08% | New | 16,590 | $385K |
| Associated Banc-Corp | 0.01% | No change | 16,527 | $383K |
| Citadel Advisors | 0.00% | Reduce -48.3% | 16,518 | $383K |
| Howard Bailey Securities, LLC | 0.14% | New | 16,419 | $381K |
| Sonoma Private Wealth LLC | 0.61% | No change | 16,392 | $380K |
| Bright Financial Advisors, Inc. | 0.24% | Add +0.3% | 16,194 | $375K |
| Regimen Wealth, LLC | 0.12% | Reduce -5.1% | 16,142 | $374K |
| Leo Wealth, LLC | 0.03% | Add +39.5% | 16,053 | $372K |
| Pinnacle Bancorp, Inc. | 0.12% | No change | 15,972 | $370K |
| Highland Capital Management, LLC | 0.02% | Add +0.5% | 15,943 | $370K |
| Modus Advisors, LLC | 0.12% | Reduce -4.9% | 15,922 | $369K |
| Capstone Financial Advisors, Inc. | 0.02% | Add +2.1% | 15,878 | $368K |
| Seaside Wealth Management, Inc. | 0.13% | No change | 15,852 | $367K |
| CENTRAL TRUST Co | 0.01% | No change | 15,804 | $366K |
| JDM Financial Group LLC | 0.19% | Add +0.3% | 15,759 | $365K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 15,747 | $365K |
| Collective Family Office LLC | 0.10% | No change | 15,720 | $364K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 15,698 | $364K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 15,653 | $363K |
| Aspire Growth Partners LLC | 0.35% | — | 15,473 | $359K |
| Acas, LLC | 0.26% | Add +5.3% | 14,859 | $356K |
| Arax Advisory Partners | 0.02% | Add +498.9% | 15,326 | $355K |
| GoalVest Advisory LLC | 0.10% | No change | 15,300 | $355K |
| Weik Capital Management | 0.14% | Add +1.7% | 15,295 | $355K |
| Centaurus Financial, Inc. | 0.02% | Reduce -13.6% | 15,247 | $353K |
| Diversified Investment Strategies, LLC | 0.23% | Reduce -3.4% | 15,227 | $353K |
| Summit Investment Advisory Services, LLC | 0.18% | No change | 15,111 | $350K |
| BIP Wealth, LLC | 0.02% | New | 15,060 | $349K |
| Financial Life Advisors | 0.13% | No change | 15,000 | $348K |
| Romano Brothers and Company | 0.04% | No change | 15,000 | $348K |
| Sierra Summit Advisors LLC | 0.07% | Reduce -4.4% | 14,995 | $348K |
| Diversified Trust Co. | 0.01% | No change | 14,937 | $346K |
| Sound Stewardship, LLC | 0.20% | Add +0.1% | 14,792 | $343K |
| Index Fund Advisors, Inc. | 0.02% | No change | 14,780 | $343K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -1.6% | 14,724 | $341K |
| Westshore Wealth, LLC | 0.14% | Add +0.3% | 14,693 | $341K |
| FC Advisory LLC | 0.11% | Reduce -9.3% | 14,639 | $339K |
| Millennium Management | 0.00% | New | 14,613 | $339K |
| Fusion Capital, LLC | 0.14% | Reduce -1.2% | 14,512 | $336K |
| Wulff, Hansen & Co. | 0.32% | Add +65.8% | 11,960 | $333K |
| Lighthouse Wealth Management Inc. | 0.30% | — | 14,202 | $329K |
| Plum Street Advisors, LLC | 0.16% | No change | 14,174 | $329K |
| Verity & Verity, LLC | 0.03% | Reduce -3.2% | 14,173 | $329K |
| Financial Designs Corp | 0.22% | New | 14,172 | $329K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.2% | 14,064 | $326K |
| TCI Wealth Advisors, Inc. | 0.03% | Reduce -44.2% | 14,063 | $326K |
| Southeast Asset Advisors, LLC | 0.04% | No change | 14,022 | $325K |
| Members Trust Co | 0.01% | No change | 14,007 | $325K |
| Plan A Wealth LLC | 0.30% | — | 13,993 | $324K |
| TRUE Private Wealth Advisors | 0.04% | No change | 13,950 | $323K |
| Titleist Asset Management, LLC | 0.04% | No change | 13,901 | $322K |
| Mayport, LLC | 0.09% | Reduce -0.3% | 13,873 | $322K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 13,853 | $321K |
| Ellenbecker Investment Group | 0.06% | Reduce -14.8% | 13,842 | $321K |
| SeaBridge Investment Advisors LLC | 0.07% | No change | 13,800 | $320K |
| Curtis Advisory Group, LLC | 0.08% | No change | 13,794 | $320K |
| Panoramic Investment Advisors, LLC | 0.21% | Add +1.7% | 13,758 | $319K |
| Rockwood Wealth Management, LLC | 0.03% | New | 13,694 | $319K |
| Capital Wealth Planning, LLC | 0.00% | Reduce -1.0% | 13,693 | $317K |
| Builder Investment Group Inc. | 0.09% | Add +25.1% | 13,636 | $316K |
| Eastern Bank | 0.01% | No change | 13,590 | $315K |
| Montag A & Associates Inc. | 0.01% | No change | 13,584 | $315K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -1.6% | 13,563 | $314K |
| Total Investment Management Inc. | 0.04% | Add +0.2% | 13,510 | $313K |
| Macroview Investment Management LLC | 0.32% | Add +0.2% | 13,409 | $311K |
| Womack Financial LLC | 0.27% | — | 13,362 | $310K |
| BOS Asset Management, LLC | 0.11% | No change | 13,332 | $309K |
| Wagner Wealth Management, LLC | 0.08% | Add +2.1% | 13,326 | $309K |
| Peterson Wealth Management | 0.18% | No change | 13,320 | $309K |
| Northern Financial Advisors Inc | 0.25% | Reduce -16.5% | 13,281 | $308K |
| GG Group Ventures, LLC | 0.41% | Reduce -66.7% | 13,266 | $308K |
| Novus Advisors, LLC | 0.30% | — | 13,193 | $306K |
| 49 Wealth Management, LLC | 0.04% | Reduce -8.4% | 13,163 | $305K |
| Fairman Group, LLC | 0.25% | Reduce -0.8% | 13,155 | $305K |
| Palouse Capital Management, Inc. | 0.20% | Add +2.0% | 13,104 | $304K |
| Tradition Wealth Management, LLC | 0.03% | Add +6.5% | 13,028 | $302K |
| May Hill Capital, LLC | 0.12% | — | 13,005 | $301K |
| Rinkey Investments | 0.10% | Reduce -2.8% | 12,970 | $301K |
| Clarity Financial LLC | 0.04% | No change | 12,945 | $300K |
| Signal Advisors Wealth, LLC | 0.03% | New | 12,944 | $300K |
| Cary Street Partners Financial LLC | 0.01% | — | 12,914 | $299K |
| Bowman & Co S.C. | 0.16% | Add +4.7% | 12,898 | $299K |
| Motco | 0.03% | No change | 12,894 | $299K |
| GEM Asset Management, LLC | 0.17% | No change | 12,857 | $298K |
| Opus Capital Group, LLC | 0.04% | No change | 12,864 | $298K |
| Tiemann Investment Advisors, LLC | 0.13% | No change | 12,810 | $297K |
| Eagle Harbor Asset Management Inc. | 0.30% | No change | 12,794 | $297K |
| Rothschild Investment LLC | 0.02% | Reduce -11.8% | 12,766 | $296K |
| Oppenheimer Asset Management Inc. | 0.00% | No change | 12,756 | $296K |
| Clearstead Trust, LLC | 0.06% | No change | 12,678 | $294K |
| Bennett Selby Investments LP | 0.12% | No change | 12,612 | $292K |
| Hexagon Capital Partners LLC | 0.05% | Add +4.0% | 12,602 | $292K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | No change | 12,600 | $292K |
| Snowden Capital Advisors LLC | 0.01% | No change | 12,525 | $290K |
| Elm Partners Management LLC | 0.02% | New | 12,482 | $289K |
| Family Investment Center, Inc. | 0.07% | No change | 12,458 | $289K |
| Sax Wealth Advisors, LLC | 0.02% | Add +38.8% | 12,457 | $289K |
| CPC Advisors, LLC | 0.04% | No change | 12,381 | $287K |
| Morton Brown Family Wealth, LLC | 0.10% | No change | 12,336 | $286K |
| MKD Wealth Coaches, LLC | 0.29% | — | 12,278 | $285K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 12,183 | $282K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -2.9% | 12,173 | $282K |
| FSA Advisors, Inc. | 0.34% | Reduce -9.8% | 12,123 | $281K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +3.6% | 11,616 | $281K |
| Clarity Wealth Advisors, LLC | 0.08% | Reduce -21.6% | 12,087 | $280K |
| Burling Wealth Partners, LLC | 0.06% | — | 11,988 | $278K |
| Tobias Financial Advisors, Inc. | 0.06% | Add +1.3% | 11,896 | $276K |
| Clark Capital Management Group, Inc. | 0.00% | Add +1.1% | 11,765 | $273K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 11,763 | $273K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -2.4% | 11,718 | $272K |
| Falcon Wealth Planning | 0.03% | Reduce -6.2% | 11,613 | $269K |
| United Asset Strategies, Inc. | 0.02% | Reduce -10.4% | 11,592 | $269K |
| Colonial Trust Co / SC | 0.04% | Add +29.6% | 11,567 | $268K |
| Peterson Wealth Advisors, LLC | 0.05% | Add +2.3% | 11,384 | $267K |
| Smithfield Trust Co | 0.01% | No change | 11,478 | $266K |
| Cadence Wealth Management LLC | 0.18% | Add +12.1% | 11,458 | $266K |
| City Center Advisors, LLC | 0.30% | No change | 11,445 | $265K |
| My Legacy Advisors, LLC | 0.10% | Reduce -35.7% | 11,239 | $264K |
| Prospera Financial Services Inc | 0.01% | No change | 11,334 | $263K |
| Pure Financial Advisors, LLC | 0.01% | Add +1.4% | 11,295 | $262K |
| TFB Advisors LLC | 0.07% | New | 11,279 | $261K |
| SevenBridge Financial Group, LLC | 0.05% | Reduce -66.8% | 10,808 | $259K |
| Ewa, LLC | 0.10% | Reduce -66.6% | 11,148 | $258K |
| NorthStar Asset Management LLC | 0.16% | Reduce -6.8% | 11,144 | $258K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -31.5% | 11,130 | $258K |
| Intrua Financial, LLC | 0.04% | Reduce -3.0% | 11,068 | $257K |
| Strategic Planning Group, LLC | 0.05% | Add +0.3% | 11,030 | $256K |
| Chronos Wealth Management, LLC | 0.13% | Reduce -5.9% | 11,030 | $256K |
| Aegis Wealth Management LLC | 0.17% | — | 11,016 | $255K |
| Clarity Capital Partners LLC | 0.13% | No change | 10,974 | $254K |
| Johnson Financial Group, Inc. | 0.01% | Add +279.6% | 10,590 | $253K |
| Ritholtz Wealth Management | 0.01% | Add +0.3% | 10,889 | $252K |
| Trek Financial, LLC | 0.02% | New | 10,877 | $252K |
| Authentikos Wealth Advisory, LLC | 0.25% | New | 10,862 | $252K |
| Brown Wealth Management, LLC | 0.09% | Reduce -3.3% | 10,774 | $250K |
| Fairvoy Private Wealth, LLC | 0.07% | — | 10,765 | $250K |
| Investment Planning Advisors, Inc. | 0.11% | New | 10,728 | $249K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 10,716 | $248K |
| Aviance Capital Partners, LLC | 0.03% | Reduce -17.7% | 10,696 | $248K |
| Main Street Research LLC | 0.02% | New | 10,689 | $248K |
| William Howard & Co Financial Advisors Inc | 0.22% | Reduce -1.7% | 10,595 | $246K |
| SP Asset Management LLC | 0.02% | No change | 10,601 | $246K |
| Insigneo Advisory Services, LLC | 0.03% | New | 10,575 | $245K |
| Accredited Investors Inc. | 0.01% | No change | 10,536 | $244K |
| Eley Financial Management, Inc | 0.09% | No change | 10,497 | $243K |
| Quotient Wealth Partners, LLC | 0.01% | Add +1.7% | 10,472 | $243K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 10,455 | $242K |
| Global Wealth Strategies & Associates | 0.08% | No change | 10,449 | $242K |
| Independent Wealth Network Inc. | 0.10% | Reduce -21.7% | 10,408 | $241K |
| Guardian Wealth Advisors, LLC | 0.15% | No change | 10,346 | $240K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | Reduce -6.6% | 10,332 | $240K |
| Apella Capital, LLC | 0.01% | No change | 10,299 | $239K |
| Pinney & Scofield, Inc. | 0.18% | — | 10,197 | $236K |
| Shaker Investments LLC | 0.10% | Add +0.2% | 10,189 | $236K |
| RAM Investment Partners, LLC | 0.06% | No change | 10,149 | $235K |
| Delta Investment Management, LLC | 0.05% | New | 10,085 | $234K |
| Robbins Farley | 0.11% | Reduce -10.9% | 10,063 | $233K |
| Choate Investment Advisors | 0.01% | Reduce -4.3% | 9,963 | $231K |
| Advisors Capital Management, LLC | 0.00% | Add +2.2% | 9,934 | $230K |
| A&I Financial Services, LLC | 0.22% | — | 9,924 | $230K |
| LifeSteps Financial, Inc. | 0.18% | Reduce -2.6% | 9,918 | $230K |
| Narwhal Capital Management | 0.02% | Reduce -3.8% | 9,909 | $230K |
| Colonial River Investments, LLC | 0.11% | Add +9.7% | 9,884 | $229K |
| Sensible Money, LLC | 0.10% | No change | 9,884 | $229K |
| Fiduciary Financial Group, LLC | 0.05% | Add +0.3% | 9,952 | $229K |
| Salomon & Ludwin, LLC | 0.02% | Add +1.0% | 9,864 | $229K |
| Madison Wealth Partners, Inc | 0.06% | Reduce -0.6% | 9,857 | $228K |
| Golden State Wealth Management, LLC | 0.03% | — | 9,837 | $228K |
| Meridian Investment Counsel Inc. | 0.07% | Reduce -15.8% | 9,831 | $228K |
| Penney Financial, LLC | 0.15% | No change | 9,816 | $228K |
| Fearless Solutions, LLC dba Best Invest | 0.17% | — | 9,795 | $227K |
| Fairway Wealth LLC | 0.10% | New | 9,795 | $227K |
| Shira Ridge Wealth Management | 0.11% | No change | 9,735 | $226K |
| SVB Wealth LLC | 0.00% | New | 9,734 | $226K |
| Pegasus Asset Management, Inc. | 0.08% | Reduce -51.4% | 9,669 | $224K |
| Fortress Wealth Management, Inc. | 0.11% | No change | 9,666 | $224K |
| GeoWealth Management, LLC | 0.01% | Add +45880.9% | 9,656 | $224K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 9,621 | $223K |
| Segment Wealth Management, LLC | 0.02% | Add +0.2% | 9,606 | $223K |
| Black Swift Group, LLC | 0.05% | New | 9,578 | $222K |
| Beacon Financial Group | 0.02% | Add +3.5% | 9,475 | $220K |
| Patrick M Sweeney & Associates, Inc. | 0.16% | No change | 9,464 | $219K |
| Welch Group, LLC | 0.01% | Reduce -2.6% | 9,378 | $218K |
| Bogart Wealth, LLC | 0.01% | Add +36.7% | 9,399 | $218K |
| M3 Advisory Group, LLC | 0.16% | Add +0.3% | 9,388 | $218K |
| Financial Advisory Corp | 0.04% | — | 9,386 | $218K |
| Haven Private, LLC | 0.12% | — | 9,381 | $217K |
| West Michigan Advisors, LLC | 0.07% | Add +0.3% | 9,360 | $217K |
| Corepath Wealth Partners LLC | 0.21% | Reduce -66.4% | 9,375 | $217K |
| Diversified Portfolios, Inc. | 0.02% | No change | 9,323 | $216K |
| Hill Island Financial LLC | 0.06% | Reduce -36.0% | 9,274 | $215K |
| Howard Capital Management Group, LLC | 0.01% | No change | 9,234 | $214K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 9,138 | $212K |
| Cottage Street Advisors LLC | 0.11% | Add +0.3% | 9,123 | $211K |
| Sterling Investment Advisors, Ltd. | 0.05% | Add +1.8% | 9,047 | $210K |
| PFG Investments, LLC | 0.01% | Reduce -0.2% | 8,964 | $208K |
| Crescent Sterling, Ltd. | 0.21% | New | 8,920 | $207K |
| Lee Danner & Bass Inc. | 0.02% | New | 8,893 | $206K |
| MKT Advisors LLC | 0.09% | New | 8,691 | $206K |
| Beacon Wealthcare LLC | 0.08% | No change | 8,889 | $206K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -44.9% | 8,878 | $206K |
| Amara Financial, Llc. | 0.19% | New | 8,857 | $205K |
| Sugarloaf Wealth Management, LLC | 0.04% | No change | 8,808 | $204K |
| One Day In July LLC | 0.02% | New | 8,808 | $204K |
| FWL Investment Management, LLC | 0.07% | Reduce -0.2% | 8,805 | $204K |
| Bond & Devick Financial Network, Inc. | 0.09% | Reduce -66.7% | 3,006 | $204K |
| Great Waters Wealth Management | 0.03% | Reduce -1.8% | 8,780 | $204K |
| Presidio Capital Management, LLC | 0.11% | Reduce -4.6% | 8,772 | $203K |
| High Net Worth Advisory Group LLC | 0.06% | New | 8,727 | $202K |
| Strategic Investment Advisors / MI | 0.02% | Reduce -2.0% | 8,724 | $202K |
| Capital Investment Services of America, Inc. | 0.02% | New | 8,670 | $201K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.4% | 8,515 | $197K |
| Fifth Third Bancorp | 0.00% | Reduce -13.6% | 8,469 | $196K |
| Sound Income Strategies, LLC | 0.01% | Add +231.0% | 8,282 | $192K |
| SYM FINANCIAL Corp | 0.02% | No change | 8,208 | $190K |
| Legacy Bridge, LLC | 0.10% | No change | 8,057 | $187K |
| Beacon Capital Management, LLC | 0.02% | Add +0.3% | 7,965 | $185K |
| Accent Capital Management, LLC | 0.10% | No change | 7,500 | $174K |
| Contravisory Investment Management, Inc. | 0.04% | Add +84.1% | 7,207 | $167K |
| UMB Bank, n.a. | 0.00% | No change | 7,200 | $167K |
| Stonebridge Financial Group, LLC | 0.02% | — | 7,074 | $164K |
| NWK Group, Inc. | 0.06% | No change | 7,056 | $164K |
| Lindbrook Capital, LLC | 0.01% | No change | 6,846 | $159K |
| Murphy & Mullick Capital Management Corp | 0.14% | — | 6,759 | $157K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 6,072 | $141K |
| Coston, McIsaac & Partners | 0.04% | No change | 5,943 | $137K |
| Archer Investment Corp | 0.04% | Add +0.3% | 5,874 | $136K |
| Pin Oak Investment Advisors Inc. | 0.12% | Reduce -66.7% | 2,000 | $136K |
| Pinnacle Financial Partners Inc | 0.00% | Reduce -66.7% | 2,000 | $136K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +111.8% | 5,762 | $134K |
| Greenline Partners, LLC | 0.02% | New | 5,663 | $131K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 5,472 | $127K |
| Alexis Investment Partners, LLC | 0.06% | — | 5,406 | $125K |
| Lowe Wealth Advisors, LLC | 0.05% | No change | 5,388 | $125K |
| Atticus Wealth Management, LLC | 0.04% | Add +6.0% | 5,385 | $125K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 5,320 | $123K |
| Heritage Wealth Advisors | 0.01% | Reduce -5.2% | 5,126 | $119K |
| Gables Capital Management Inc. | 0.06% | No change | 5,025 | $116K |
| Olistico Wealth, LLC | 0.07% | No change | 4,905 | $114K |
| Trivant Custom Portfolio Group, LLC | 0.07% | No change | 4,800 | $111K |
| Stephens Consulting, LLC | 0.03% | Reduce -2.1% | 4,661 | $108K |
| Kathleen S. Wright Associates Inc. | 0.04% | No change | 4,518 | $105K |
| Future Financial Wealth Managment LLC | 0.08% | Reduce -53.7% | 4,500 | $104K |
| Tucker Asset Management LLC | 0.02% | Reduce -63.6% | 4,473 | $104K |
| Richards, Merrill & Peterson, Inc. | 0.05% | — | 4,419 | $102K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | New | 4,328 | $100K |
| Millstone Evans Group, LLC | 0.07% | — | 4,200 | $97K |
| Promus Capital, LLC | 0.07% | — | 4,158 | $96K |
| Integrity Financial Corp | 0.05% | New | 4,041 | $94K |
| North Star Investment Management Corp. | 0.01% | Add +0.3% | 3,975 | $92K |
| Glassman Wealth Services | 0.01% | No change | 3,702 | $86K |
| Rice Partnership, LLC | 0.02% | Reduce -47.0% | 3,525 | $82K |
| High Note Wealth, LLC | 0.02% | New | 3,312 | $77K |
| Ball & Co Wealth Management Inc. | 0.06% | — | 3,121 | $72K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,099 | $72K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -32.3% | 3,071 | $71K |
| CGC Financial Services, LLC | 0.03% | No change | 3,000 | $70K |
| Capital A Wealth Management, LLC | 0.12% | — | 2,997 | $69K |
| Strategic Investment Solutions, Inc. | 0.02% | Reduce -1.8% | 2,975 | $69K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 2,940 | $68K |
| Clarkston Capital Partners, LLC | 0.00% | Add +9.3% | 2,787 | $65K |
| Caitlin John, LLC | 0.04% | Reduce -66.7% | 2,739 | $63K |
| Fortitude Family Office, LLC | 0.02% | No change | 2,730 | $63K |
| American Capital Advisory, LLC | 0.04% | Add +0.3% | 2,723 | $63K |
| Avion Wealth | 0.02% | No change | 2,728 | $63K |
| Citizens National Bank Trust Department | 0.01% | No change | 2,688 | $62K |
| Sierra Ocean, LLC | 0.05% | — | 2,633 | $61K |
| HM Payson & Co. | 0.00% | No change | 2,628 | $61K |
| TFC Financial Management, Inc. | 0.01% | Add +0.2% | 2,483 | $58K |
| Centerpoint Advisors, LLC | 0.02% | No change | 2,472 | $57K |
| McIlrath & Eck, LLC | 0.01% | No change | 2,448 | $57K |
| Davis Capital Management | 0.05% | Reduce -9.8% | 2,442 | $57K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 2,442 | $57K |
| Balentine LLC | 0.00% | No change | 2,349 | $54K |
| GW&K Investment Management, LLC | 0.00% | No change | 2,136 | $50K |
| Financial Perspectives, Inc | 0.02% | No change | 2,123 | $49K |
| TruNorth Capital Management, LLC | 0.01% | No change | 2,112 | $49K |
| Accredited Wealth Management, LLC | 0.04% | — | 2,031 | $47K |
| Tsfg, LLC | 0.01% | No change | 2,025 | $47K |
| Frazier Financial Advisors, LLC | 0.04% | Add +0.3% | 1,952 | $45K |
| City State Bank | 0.02% | No change | 1,878 | $44K |
| Guardian Wealth Management, Inc. | 0.03% | No change | 1,822 | $42K |
| Bokf, NA | 0.00% | No change | 1,764 | $41K |
| Operose Advisors LLC | 0.01% | No change | 1,734 | $40K |
| PSI Advisors, LLC | 0.01% | No change | 1,722 | $40K |
| HighMark Wealth Management LLC | 0.02% | Add +0.3% | 1,719 | $40K |
| Synergy Asset Management, LLC | 0.00% | New | 527 | $36K |
| NFSG Corp | 0.01% | New | 1,533 | $36K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 1,524 | $35K |
| Ransom Advisory, Ltd | 0.02% | No change | 1,500 | $35K |
| Hamilton Point Investment Advisors, LLC | 0.01% | Add +65.9% | 1,483 | $34K |
| GAMMA Investing LLC | 0.00% | No change | 1,481 | $34K |
| Private Wealth Management Group, LLC | 0.01% | New | 1,422 | $33K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,416 | $33K |
| Rise Advisors, LLC | 0.02% | Add +86.5% | 1,410 | $33K |
| West Paces Advisors Inc. | 0.01% | No change | 1,406 | $33K |
| Brooklyn Investment Group | 0.01% | New | 1,385 | $32K |
| Bellwether Advisors, LLC | 0.01% | New | 1,383 | $32K |
| Delta Asset Management LLC | 0.00% | No change | 1,350 | $31K |
| IFS Advisors, LLC | 0.02% | New | 1,306 | $30K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.2% | 1,299 | $30K |
| Versant Capital Management, Inc | 0.01% | Add +0.3% | 1,261 | $29K |
| Prudent Man Investment Management, Inc. | 0.01% | — | 1,127 | $26K |
| Mattson Financial Services, LLC | 0.01% | New | 372 | $25K |
| McClarren Financial Advisors, Inc. | 0.07% | New | 1,103 | $25K |
| Castleview Partners, LLC | 0.01% | Reduce -19.3% | 1,058 | $24K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,050 | $24K |
| WealthCollab, LLC | 0.02% | No change | 1,038 | $24K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -13.1% | 972 | $23K |
| New Republic Capital, LLC | 0.01% | No change | 978 | $23K |
| Marshall Investment Management, LLC | 0.01% | — | 296 | $20K |
| Briaud Financial Planning Inc | 0.01% | No change | 903 | $20K |
| Mainstream Capital Management LLC | 0.01% | New | 858 | $20K |
| Runnymede Capital Advisors, Inc. | 0.02% | — | 852 | $20K |
| EnRich Financial Partners LLC | 0.01% | Add +11.7% | 831 | $19K |
| Westside Investment Management, Inc. | 0.00% | Add +71.5% | 823 | $19K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -66.6% | 793 | $19K |
| POM Investment Strategies, LLC | 0.01% | No change | 810 | $19K |
| Cordant, Inc. | 0.01% | No change | 762 | $18K |
| Ameriflex Group, Inc. | 0.01% | — | 660 | $16K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 678 | $16K |
| NBZ Investment Advisors LLC | 0.01% | — | 675 | $16K |
| Topsail Wealth Management, LLC | 0.00% | — | 630 | $15K |
| RE Dickinson Investment Advisors, LLC | 0.01% | Reduce -3.1% | 62,028 | $14K |
| Legend Financial Advisors, Inc. | 0.01% | Reduce -0.2% | 611 | $14K |
| Horrell Capital Management, Inc. | 0.00% | No change | 606 | $14K |
| Aberdeen Wealth Management LLC | 0.01% | Reduce -76.9% | 600 | $14K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -10.0% | 586 | $13K |
| Key Financial Inc | 0.00% | No change | 540 | $13K |
| Pineridge Advisors LLC | 0.00% | Add +49.9% | 535 | $12K |
| Hopwood Financial Services, Inc. | 0.01% | — | 507 | $12K |
| Main Management LLC | 0.00% | No change | 456 | $11K |
| Bridge Generations Wealth Management LLC | 0.01% | — | 470 | $11K |
| Chilton Capital Management LLC | 0.00% | Reduce -83.2% | 450 | $10K |
| Pacifica Partners Inc. | 0.00% | No change | 450 | $10K |
| SIMA Wealth Partners, LLC | 0.01% | Add +23.4% | 448 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 444 | $10K |
| Pillar Financial Advisors, LLC | 0.01% | — | 441 | $10K |
| FSA Wealth Management LLC | 0.00% | Add +0.8% | 402 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 387 | $9K |
| Atmos Advisory, LLC | 0.01% | No change | 366 | $8K |
| Highline Wealth Partners LLC | 0.00% | New | 360 | $8K |
| SouthState Bank Corp | 0.00% | No change | 354 | $8K |
| Dunhill Financial, LLC | 0.00% | Reduce -6.8% | 330 | $8K |
| Quadrant Capital Group LLC | 0.00% | No change | 324 | $8K |
| Fairfield Financial Advisors, LTD | 0.00% | No change | 321 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 300 | $7K |
| Truvestments Capital LLC | 0.00% | No change | 297 | $7K |
| Hanson & Doremus Investment Management | 0.00% | No change | 240 | $6K |
| Painted Porch Advisors LLC | 0.00% | No change | 252 | $6K |
| Tompkins Financial Corp. | 0.00% | No change | 237 | $5K |
| Tidemark, LLC | 0.00% | New | 222 | $5K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +0.5% | 223 | $5K |
| Hemington Wealth Management | 0.00% | Reduce -66.7% | 243 | $5K |
| Global Financial Private Client, LLC | 0.00% | No change | 192 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 169 | $4K |
| Graney & King, LLC | 0.00% | — | 158 | $4K |
| First Horizon Advisors, Inc. | 0.00% | No change | 150 | $3K |
| Founders Financial Alliance, LLC | 0.00% | No change | 144 | $3K |
| Silicon Valley Capital Partners | 0.00% | Reduce -85.0% | 132 | $3K |
| Keener Financial Planning LLC | 0.00% | New | 138 | $3K |
| WR Wealth Planners, LLC | 0.00% | No change | 120 | $3K |
| Park Square Financial Group, LLC | 0.00% | — | 119 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 117 | $3K |
| United Community Bank | 0.00% | New | 99 | $2K |
| Decker Retirement Planning Inc. | 0.00% | — | 89 | $2K |
| EPG Wealth Management LLC | 0.00% | Add +1.3% | 79 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 72 | $2K |
| Raleigh Capital Management Inc. | 0.00% | Add +1.4% | 70 | $2K |
| Mendota Financial Group, LLC | 0.00% | No change | 66 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | Add +15.6% | 52 | $1K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 54 | $1K |
| Hoey Investments, Inc. | 0.00% | New | 43 | $997 |
| DecisionPoint Financial, LLC | 0.00% | Reduce -2.4% | 41 | $947 |
| TCTC Holdings, LLC | 0.00% | No change | 39 | $904 |
| Richard W. Paul & Associates, LLC | 0.00% | New | 35 | $811 |
| Van Hulzen Asset Management, LLC | 0.00% | New | 30 | $698 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 24 | $559 |
| Sittner & Nelson, LLC | 0.00% | New | 24 | $556 |
| Trust Co. of Vermont | 0.00% | New | 15 | $348 |
| Redwood Park Advisors LLC | 0.00% | — | 10 | $233 |
"% 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.