Schwab US Large-Cap ETFSCHXETF
13F holders, Q1 2025 (March 31)1,356holders −8
90new positions
81sold out
5famous investors
$22.07avg. 13F price*
At the end of Q1 2025, 1,356 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings, down 8 from Q4 2024. 90 opened new positions and 81 sold out. The largest holders were US Bancorp \de ($4.8B), Creative Planning ($1.8B) and Sei Investments Co. ($767.8M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Schwab US Large-Cap ETF
- CUSIP
- 808524201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $148.2M |
| Exits | 81 | $168.3M |
All 13F filers, Q4 2024 → Q1 2025: 90,443,590 shares bought and 31,441,490 shares sold, net +59,002,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,356 holders
| US Bancorp \de | 6.41% | Add +5.2% | 217,201,393 | $4.8B |
| Creative Planning | 1.72% | Add +0.2% | 82,661,328 | $1.8B |
| Sei Investments Co. | 0.99% | Reduce -1.1% | 34,774,784 | $767.8M |
| HBK Sorce Advisory LLC | 21.41% | Add +2.8% | 33,030,817 | $729.3M |
| Moneta Group Investment Advisors LLC | 9.51% | Add +19.1% | 31,236,922 | $689.7M |
| Sage Financial Group Inc. | 45.20% | Add +1.9% | 25,345,106 | $559.6M |
| Northwestern Mutual Wealth Management Co. | 0.44% | Add +17.8% | 24,479,012 | $540.5M |
| UBS Group AG | 0.09% | Add +12.1% | 18,776,565 | $414.6M |
| Cerity Partners LLC | 0.85% | Add +1.2% | 18,682,304 | $412.5M |
| Captrust Financial Advisors | 0.99% | Add +687.1% | 17,815,938 | $393.4M |
| Wealth Enhancement Advisory Services, LLC | 0.70% | Reduce -4.9% | 16,624,072 | $367.1M |
| Prime Capital Investment Advisors, LLC | 4.11% | Add +43.1% | 15,935,064 | $351.8M |
| Diversified Enterprises, LLC | 28.60% | Add +3.4% | 15,387,690 | $339.8M |
| HighTower Advisors, LLC | 0.42% | Add +26.9% | 14,010,112 | $309.3M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -10.0% | 13,226,354 | $292.0M |
| Betterment LLC | 0.69% | Add +119.6% | 13,225,086 | $292.0M |
| Mercer Global Advisors Inc. | 0.59% | Reduce -1.5% | 11,714,878 | $258.7M |
| Janus Henderson Group PLC | 0.13% | Add +0.6% | 10,984,731 | $241.2M |
| Mariner, LLC | 0.36% | Reduce -2.9% | 9,874,440 | $218.0M |
| Koss-Olinger Consulting, LLC | 18.37% | Add +0.4% | 9,874,084 | $218.0M |
| McAdam, LLC | 12.55% | Reduce -11.2% | 9,181,848 | $202.7M |
| JMG Financial Group, Ltd. | 6.06% | Reduce -1.9% | 8,142,312 | $179.8M |
| Fund Evaluation Group, LLC | 7.60% | Add +89.4% | 7,955,519 | $175.7M |
| Bank of America Corp. | 0.01% | Add +12.1% | 7,284,275 | $160.8M |
| Assetmark, Inc. | 0.42% | Reduce -24.2% | 6,976,333 | $154.0M |
| LPL Financial LLC | 0.06% | Reduce -2.7% | 6,825,227 | $150.7M |
| Greenwood Gearhart LLC | 9.72% | Add +7.4% | 6,363,308 | $140.5M |
| BlueSky Wealth Advisors, LLC | 21.19% | Add +3.4% | 6,192,256 | $136.7M |
| Morgan Stanley | 0.01% | Add +0.1% | 6,176,314 | $136.4M |
| Kohmann Bosshard Financial Services, LLC | 16.03% | Add +5.2% | 6,181,603 | $135.9M |
| Apriem Advisors | 15.85% | Add +4.3% | 6,127,531 | $135.3M |
| Wealthspire Advisors, LLC | 0.80% | Add +95.7% | 6,083,326 | $134.3M |
| Beacon Pointe Advisors, LLC | 1.49% | Reduce -3.1% | 5,990,697 | $132.3M |
| Evermay Wealth Management LLC | 14.53% | Reduce -1.5% | 5,012,253 | $110.7M |
| Johnson Investment Counsel Inc. | 1.03% | Add +2.7% | 4,841,305 | $106.9M |
| Corient Private Wealth LP | 0.17% | Reduce -3.6% | 4,743,027 | $104.7M |
| Northwest Quadrant Wealth Management, LLC | 24.54% | Add +2.1% | 4,735,165 | $104.6M |
| Orgel Wealth Management, LLC | 2.66% | Add +0.1% | 4,633,176 | $102.3M |
| Financial Consulate, Inc. | 22.95% | Add +9.6% | 4,117,925 | $90.9M |
| Standpoint Asset Management, LLC | 16.44% | Add +7.1% | 4,040,400 | $89.2M |
| Charles Schwab Trust Co | 7.29% | Add +10.7% | 3,942,548 | $87.1M |
| Curi Capital, LLC | 2.09% | Add +0.2% | 3,838,149 | $84.7M |
| Steele Capital Management, Inc. | 4.41% | Add +1.2% | 3,829,838 | $84.7M |
| Leverty Financial Group, LLC | 34.13% | Add +45.4% | 3,780,762 | $83.5M |
| FSA Investment Group, LLC | 68.82% | Add +5.6% | 3,661,960 | $80.9M |
| Marcum Wealth, LLC | 6.91% | Reduce -2.8% | 3,618,623 | $79.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -3.4% | 3,363,360 | $74.7M |
| Bangor Savings Bank | 6.70% | Reduce -8.4% | 3,214,370 | $71.0M |
| Cresset Asset Management, LLC | 0.35% | Reduce -19.6% | 3,118,745 | $68.9M |
| Sims Investment Management, LLC | 30.56% | Add +43.1% | 3,096,635 | $68.4M |
| HB Wealth Management, LLC | 0.57% | Add +2.6% | 3,083,284 | $68.1M |
| Integrated Wealth Concepts LLC | 0.78% | Reduce -1.7% | 3,011,806 | $66.5M |
| Meridian Wealth Partners, LLC | 10.36% | Reduce -1.7% | 2,940,932 | $64.9M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Reduce -9.2% | 2,786,441 | $61.5M |
| Scarborough Advisors, LLC | 8.72% | Reduce -20.3% | 2,773,343 | $61.2M |
| Adams Wealth Management | 11.71% | Reduce -7.7% | 2,702,200 | $59.7M |
| CacheTech Inc. | 11.63% | Reduce -7.5% | 2,752,407 | $59.7M |
| Focus Partners Wealth | 0.15% | Add +7.1% | 2,669,259 | $58.9M |
| Cornerstone Advisors Asset Management, LLC | 11.89% | Add +8.4% | 2,629,519 | $58.1M |
| RKL Wealth Management LLC | 5.34% | Reduce -37.7% | 2,567,549 | $56.7M |
| Jaffetilchin Investment Partners, LLC | 4.09% | Add +0.8% | 2,549,269 | $56.3M |
| Sequoia Financial Advisors, LLC | 0.43% | Add +0.1% | 2,534,479 | $56.0M |
| Savant Capital, LLC | 0.47% | Reduce -1.0% | 2,512,709 | $55.5M |
| Aptus Capital Advisors, LLC | 0.61% | Add +2.5% | 2,456,151 | $54.2M |
| Baker Avenue Asset Management, LP | 1.69% | Add +9.5% | 2,443,295 | $53.9M |
| Guardian Wealth Advisors, LLC / NC | 4.21% | Add +2.3% | 2,382,172 | $52.6M |
| NewSquare Capital LLC | 4.24% | Add +2.7% | 2,372,809 | $52.0M |
| JPMorgan Chase & Co. | 0.00% | Add +5.5% | 2,315,246 | $51.1M |
| Legacy Wealth Management, LLC | 3.40% | Add +3.0% | 2,308,399 | $51.0M |
| Raymond James Financial Inc. | 0.02% | Add +3.3% | 2,277,566 | $50.3M |
| Berger Financial Group, Inc | 3.46% | Reduce -17.2% | 2,256,872 | $49.8M |
| Alliance Wealth Management Group | 13.12% | Reduce -2.8% | 2,206,512 | $48.7M |
| Towercrest Capital Management | 9.26% | Reduce -2.8% | 2,206,512 | $48.7M |
| Choreo, LLC | 0.75% | Reduce -8.0% | 2,188,744 | $48.3M |
| Financial Management Professionals, Inc. | 6.00% | Add +159.1% | 2,128,204 | $47.0M |
| Buffington Mohr McNeal | 9.17% | Reduce -0.1% | 2,106,667 | $46.5M |
| Harbour Investments, Inc. | 1.30% | Reduce -0.1% | 2,056,879 | $45.4M |
| Richardson Capital Management LLC | 28.24% | Add +18.1% | 2,050,784 | $45.3M |
| United Capital Financial Advisors, LLC | 0.39% | Reduce -2.9% | 2,050,121 | $45.3M |
| McGlone Suttner Wealth Management, Inc. | 7.31% | Add +0.7% | 2,018,017 | $44.6M |
| Pure Financial Advisors, LLC | 0.93% | Add +17679.3% | 2,008,177 | $44.3M |
| Wells Fargo & Company | 0.01% | Add +0.9% | 1,920,131 | $42.4M |
| Appleton Partners Inc. | 3.24% | Reduce -1.2% | 1,898,727 | $41.9M |
| Embree Financial Group | 6.70% | Add +2.1% | 1,811,803 | $40.0M |
| IMA Advisory Services, Inc. | 4.74% | Reduce -1.8% | 1,809,275 | $39.9M |
| Courage Miller Partners, LLC | 13.53% | Reduce -0.1% | 1,808,499 | $39.9M |
| Valley National Advisers Inc. | 7.19% | Add +4.8% | 1,803,736 | $39.8M |
| Commonwealth Equity Services, LLC | 0.05% | Add +0.6% | 1,757,424 | $38.8M |
| Northeast Financial Group, Inc. | 14.27% | Reduce -0.3% | 1,732,970 | $38.3M |
| Royal Bank of Canada | 0.01% | Add +5.4% | 1,620,400 | $35.8M |
| Wilmington Savings Fund Society, FSB | 0.66% | Add +2.0% | 1,595,876 | $35.2M |
| OneDigital Investment Advisors LLC | 0.42% | Reduce -17.9% | 1,591,429 | $35.1M |
| Access Financial Services, Inc. | 14.11% | Add +4.2% | 1,588,294 | $35.1M |
| Modera Wealth Management, LLC | 0.47% | Reduce -2.0% | 1,577,066 | $34.8M |
| Strategic Equity Management | 14.61% | Reduce -0.3% | 1,573,901 | $34.8M |
| Pinkerton Wealth, LLC | 4.47% | Reduce -9.6% | 1,559,253 | $34.4M |
| Newman Dignan & Sheerar, Inc. | 9.39% | Add +4.0% | 1,557,037 | $34.4M |
| Schneider Downs Wealth Management Advisors, LP | 6.03% | Add +0.8% | 1,508,271 | $33.3M |
| Stifel Financial Corp. | 0.03% | Add +14.8% | 1,478,862 | $32.7M |
| Ashford Advisors, LLC | 8.16% | Reduce -13.5% | 1,478,563 | $32.6M |
| Chicago Partners Investment Group LLC | 1.08% | Add +5.8% | 1,466,650 | $32.5M |
| Sherwood Financial Partners, LLC | 31.29% | Add +1.4% | 1,460,201 | $32.2M |
| Burt Wealth Advisors | 8.03% | Add +1.4% | 1,451,704 | $32.1M |
| Kavar Capital Partners Group, LLC | 5.28% | Add +6.0% | 1,433,824 | $31.7M |
| Ashton Thomas Private Wealth, LLC | 1.21% | Reduce -0.9% | 1,433,292 | $31.6M |
| Matrix Trust Co | 5.33% | Reduce -0.3% | 1,430,522 | $31.6M |
| Pure Portfolios Holdings LLC | 11.50% | Add +0.6% | 1,416,693 | $31.3M |
| Marshall Financial Group Inc. | 9.67% | Add +10.1% | 1,392,035 | $30.7M |
| Belpointe Asset Management LLC | 1.59% | Add +10083.7% | 1,384,775 | $30.6M |
| Morris Financial Concepts, Inc. | 12.77% | Add +0.7% | 1,377,799 | $30.4M |
| CW Advisors, LLC | 0.36% | Reduce -0.1% | 1,361,342 | $30.1M |
| Jones Financial Companies LLLP | 0.03% | Add +36.4% | 1,365,188 | $30.0M |
| Cornerstone Wealth Group, LLC | 2.49% | Reduce -1.7% | 1,357,222 | $30.0M |
| Fortis Capital Advisors, LLC | 6.03% | New | 1,345,303 | $29.7M |
| FIDELIS iM, LLC | 13.69% | Add +3.5% | 1,338,998 | $29.6M |
| Bernard Wealth Management Corp. | 14.39% | Add +3.5% | 1,334,532 | $29.5M |
| Valicenti Advisory Services Inc. | 7.52% | Reduce -0.9% | 1,324,510 | $29.2M |
| Ballast Advisors LLC | 9.30% | Add +0.2% | 1,321,837 | $29.2M |
| Athena Investment Management | 17.67% | Reduce -3.7% | 1,321,576 | $29.2M |
| MAI Capital Management | 0.22% | Reduce -0.4% | 1,310,049 | $28.9M |
| Gleason Group, Inc. | 5.21% | Reduce -7.3% | 1,305,567 | $28.8M |
| Quantinno Capital Management LP | 0.19% | Add +131.4% | 1,292,859 | $28.5M |
| Red Door Wealth Management, LLC | 4.19% | Add +1.4% | 1,282,070 | $28.3M |
| Moneywise, Inc. | 14.86% | Reduce -3.6% | 1,271,226 | $28.1M |
| Foster Victor Wealth Advisors, LLC | 2.24% | Reduce -2.3% | 1,323,973 | $27.9M |
| Bristlecone Advisors, LLC | 2.27% | Reduce -1.1% | 1,260,901 | $27.8M |
| Christensen, King & Associates Investment Services, Inc. | 13.05% | Reduce -0.9% | 1,204,879 | $27.5M |
| Dynamic Advisor Solutions LLC | 0.91% | New | 1,245,576 | $27.5M |
| Main Street Financial Solutions, LLC | 2.36% | Add +4.3% | 1,231,419 | $27.2M |
| Manchester Financial Inc. | 6.12% | Reduce -0.8% | 1,230,874 | $27.2M |
| Powers Advisory Group, LLC | 12.60% | Add +0.1% | 1,197,841 | $26.4M |
| Gordian Advisors LLC | 20.81% | Reduce -0.1% | 1,185,982 | $26.2M |
| HRC Wealth Management, LLC | 15.94% | Add +0.2% | 1,163,186 | $25.7M |
| Ascension Capital Advisors, Inc. | 11.65% | Reduce -0.5% | 1,155,407 | $25.5M |
| D.B. Root & Company, LLC | 8.23% | Add +3.1% | 1,154,808 | $25.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.85% | Add +23.5% | 1,151,633 | $25.4M |
| Fortis Capital Management LLC | 4.94% | Reduce -6.6% | 1,151,312 | $25.4M |
| Osaic Holdings, Inc. | 0.06% | Add +31.0% | 1,149,723 | $25.4M |
| Riversedge Advisors, LLC | 5.64% | Reduce -37.3% | 1,145,220 | $25.3M |
| Almanack Investment Partners, LLC. | 4.98% | Reduce -1.4% | 1,137,768 | $25.1M |
| Destination Wealth Management | 0.79% | Reduce -24.3% | 1,134,415 | $25.0M |
| Anchor Investment Management, LLC | 2.33% | Add +0.9% | 1,133,017 | $25.0M |
| Sawgrass Asset Management LLC | 3.06% | Reduce -4.0% | 1,129,988 | $25.0M |
| FMR LLC | 0.00% | Add +9.8% | 1,114,358 | $24.6M |
| GEN Financial Management, INC. | 16.64% | Reduce -0.3% | 1,112,544 | $24.6M |
| Searcy Financial Services Inc. | 10.40% | New | 1,088,857 | $24.0M |
| Provident Wealth Management, LLC | 8.23% | Add +1.7% | 1,081,957 | $23.9M |
| Milestone Investment Advisors LLC | 6.62% | Reduce -3.5% | 1,080,638 | $23.9M |
| Ethos Financial Group, LLC | 2.28% | Add +0.5% | 1,026,046 | $23.8M |
| Perigon Wealth Management, LLC | 0.60% | Add +44.1% | 1,064,994 | $23.5M |
| St. Louis Trust Co | 3.37% | Reduce -1.4% | 1,052,991 | $23.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -23.9% | 1,050,818 | $23.2M |
| Tradewinds Capital Management, LLC | 6.20% | Reduce -31.8% | 1,047,956 | $23.1M |
| Sprinkle Financial Consultants LLC | 14.44% | Reduce -4.3% | 1,030,513 | $22.8M |
| St. Johns Investment Management Company, LLC | 11.25% | Reduce -2.0% | 1,030,414 | $22.8M |
| Allworth Financial LP | 0.13% | Reduce -1.6% | 1,039,424 | $22.5M |
| Carr Financial Group Corp | 7.28% | Add +4.1% | 1,006,237 | $22.2M |
| Bell Investment Advisors, Inc | 4.08% | Add +2.0% | 999,350 | $22.1M |
| Essex LLC | 4.64% | Add +6.6% | 969,317 | $21.4M |
| Foundations Investment Advisors, LLC | 0.40% | Add +19.6% | 968,876 | $21.4M |
| FPC Investment Advisory, Inc. | 14.65% | Add +55.8% | 958,364 | $21.3M |
| Sound View Wealth Advisors Group, LLC | 1.73% | Reduce -2.0% | 956,160 | $21.1M |
| Orion Porfolio Solutions, LLC | 0.21% | Reduce -2.0% | 950,964 | $21.0M |
| Orion Portfolio Solutions, LLC | 0.21% | Reduce -2.0% | 950,964 | $21.0M |
| Salem Investment Counselors Inc. | 0.71% | Add +1.4% | 925,684 | $20.4M |
| Valley Forge Investment Consultants Inc. Adv | 7.11% | Reduce -9.1% | 905,215 | $20.0M |
| Sage Financial Management Group, Inc. | 7.24% | Reduce -0.2% | 902,778 | $19.9M |
| Csenge Advisory Group | 1.12% | Add +23.1% | 947,696 | $19.7M |
| SigFig Wealth Management, LLC | 0.71% | Add +24.0% | 908,659 | $19.5M |
| Clearwater Capital Advisors, LLC | 1.88% | Add +4.0% | 880,523 | $19.4M |
| Koesten, Hirschmann & Crabtree, INC. | 11.12% | Add +3.5% | 877,876 | $19.4M |
| WBH Advisory Inc. | 1.80% | Reduce -0.3% | 873,465 | $19.3M |
| Lowe Brockenbrough & Co. Inc. | 1.27% | Reduce -14.7% | 871,427 | $19.2M |
| Ancora Advisors LLC | 0.42% | Reduce -0.4% | 851,606 | $18.8M |
| Truist Financial Corp. | 0.03% | Reduce -5.0% | 844,983 | $18.7M |
| Cwm, LLC | 0.07% | Reduce -4.8% | 840,658 | $18.6M |
| Transamerica Financial Advisors, LLC | 1.89% | Add +3.0% | 839,437 | $18.5M |
| Blue Bell Private Wealth Management, LLC | 3.50% | Add +0.1% | 837,108 | $18.5M |
| Hengehold Capital Management LLC | 1.75% | Reduce -2.1% | 835,317 | $18.4M |
| B & T Capital Management DBA Alpha Capital Management | 3.45% | Add +4.0% | 821,397 | $18.1M |
| AQR Capital Management | 0.02% | Add +12.1% | 818,854 | $18.1M |
| White & Co Financial Planning Inc | 15.44% | Reduce -3.8% | 815,975 | $17.9M |
| Black Diamond Financial, LLC | 2.68% | Reduce -1.3% | 807,894 | $17.8M |
| Prosperity Wealth Management, Inc. | 8.39% | Add +7.5% | 807,828 | $17.8M |
| Coldstream Capital Management Inc. | 0.37% | Reduce -0.1% | 777,996 | $17.2M |
| Bluespring Wealth Management, LLC | 1.74% | Reduce -9.7% | 771,418 | $17.0M |
| Jacobi Capital Management LLC | 1.25% | Reduce -2.5% | 768,327 | $17.0M |
| Sheets Smith Wealth Management | 2.11% | Reduce -4.9% | 767,768 | $17.0M |
| Abound Wealth Management | 5.66% | Add +1.3% | 767,721 | $17.0M |
| Gladstone Institutional Advisory LLC | 0.75% | Reduce -4.0% | 731,196 | $16.1M |
| First National Corp. /Ma/ | 3.54% | Add +0.9% | 725,235 | $16.0M |
| Red Cedar Investment Management, LLC | 2.21% | Reduce -23.1% | 723,045 | $16.0M |
| Tortoise Investment Management, LLC | 1.66% | Add +12.9% | 722,818 | $16.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.41% | Add +3.9% | 712,534 | $15.7M |
| Leavell Investment Management, Inc. | 0.77% | Add +0.4% | 705,265 | $15.6M |
| Cetera Investment Advisers | 0.03% | Reduce -15.8% | 698,203 | $15.4M |
| Redhawk Wealth Advisors, Inc. | 2.01% | Add +4.0% | 676,275 | $14.9M |
| BCS Wealth Management | 3.81% | Reduce -10.0% | 671,683 | $14.8M |
| Northwest Capital Management Inc | 6.09% | Reduce -6.0% | 671,491 | $14.8M |
| Asset Allocation Strategies LLC | 3.68% | Add +8.9% | 669,424 | $14.8M |
| Winthrop Capital Management, LLC | 4.05% | Reduce -1.7% | 666,524 | $14.7M |
| Alpha Zero LLC | 11.04% | Add +7.1% | 656,070 | $14.5M |
| Northern Trust Corp. | 0.00% | Add +6.9% | 650,337 | $14.4M |
| Focus Financial Network, Inc. | 0.58% | Reduce -1.9% | 644,560 | $14.2M |
| Investors Research Corp | 3.06% | Add +7.5% | 640,830 | $14.1M |
| Trinity Legacy Partners, LLC | 3.54% | Add +1.7% | 602,490 | $14.0M |
| Leisure Capital Management | 5.72% | Add +2.3% | 631,615 | $13.9M |
| Councilor Wealth, LLC | 6.83% | Add +0.1% | 619,738 | $13.7M |
| MCF Advisors LLC | 0.98% | Reduce -2.8% | 616,631 | $13.6M |
| Farnam Financial LLC | 13.71% | Add +1.7% | 611,696 | $13.5M |
| Arlington Trust Co LLC | 2.84% | Add +0.3% | 607,569 | $13.4M |
| Lutz Financial Services LLC | 1.06% | Add +3.1% | 586,663 | $13.0M |
| Wilkins Miller Wealth Management, LLC | 9.44% | Add +0.9% | 569,000 | $12.6M |
| IFP Advisors, Inc | 0.39% | Reduce -0.7% | 566,227 | $12.5M |
| Up Strategic Wealth Investment Advisors LLC | 11.08% | Add +39.3% | 564,364 | $12.5M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -0.8% | 562,181 | $12.4M |
| Sigma Planning Corp | 0.38% | Reduce -5.1% | 544,607 | $12.0M |
| Arcadia Investment Advisors LLC | 6.70% | Reduce -4.0% | 542,522 | $12.0M |
| MinichMacGregor Wealth Management, LLC | 2.68% | Add +96.7% | 541,335 | $12.0M |
| Debussy Capital Management LP | 1.92% | Reduce -0.7% | 539,658 | $11.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +48.1% | 538,617 | $11.9M |
| Keyvantage Wealth, LLC | 5.71% | Reduce -14.8% | 531,224 | $11.7M |
| Balance Wealth Partners LLC | 7.56% | — | 527,230 | $11.6M |
| Lane & Associates LLC | 6.20% | New | 521,086 | $11.5M |
| Envision Financial LLC | 8.59% | Reduce -2.0% | 516,440 | $11.4M |
| Concurrent Investment Advisors, LLC | 0.28% | Add +37.8% | 516,337 | $11.4M |
| Enclave Advisors LLC | 1.94% | Add +0.3% | 515,314 | $11.4M |
| Lodestar Private Asset Management LLC | 1.43% | Add +4.0% | 515,151 | $11.4M |
| Cobblestone Capital Advisors LLC | 0.62% | Reduce -7.9% | 513,368 | $11.3M |
| Farther Finance Advisors, LLC | 0.29% | Reduce -7.1% | 506,536 | $11.2M |
| Sensible Financial Planning & Management, LLC. | 2.23% | Reduce -0.2% | 506,903 | $11.2M |
| Allen Capital Group, LLC | 1.27% | Reduce -1.5% | 499,783 | $11.0M |
| North Star Asset Management Inc. | 0.50% | Add +2.0% | 497,395 | $11.0M |
| Brass Tax Wealth Management, Inc. | 2.29% | Reduce -1.0% | 494,381 | $10.9M |
| Waverly Advisors, LLC | 0.13% | Add +60.4% | 492,403 | $10.9M |
| Peapack Gladstone Financial Corp. | 0.16% | Add +4.4% | 488,332 | $10.8M |
| Frisco Financial Planning LLC | 10.24% | Add +1.3% | 478,522 | $10.6M |
| G2 Capital Management, LLC / Oh | 3.16% | No change | 472,837 | $10.4M |
| Revolve Wealth Partners, LLC | 1.50% | Add +1.3% | 471,280 | $10.4M |
| Morling Financial Advisors, LLC | 3.57% | Add +0.5% | 469,418 | $10.4M |
| NewEdge Advisors, LLC | 0.06% | Reduce -3.6% | 469,346 | $10.4M |
| SCS Capital Management LLC | 0.13% | New | 464,556 | $10.3M |
| AE Wealth Management LLC | 0.09% | Add +99.9% | 463,914 | $10.2M |
| CVA Family Office, LLC | 1.57% | Reduce -1.1% | 462,930 | $10.2M |
| American Money Management, LLC | 1.90% | Add +2.2% | 453,325 | $10.0M |
| Farrell Financial LLC | 7.14% | Add +5.3% | 444,416 | $9.8M |
| Cooper/Haims Advisors, LLC | 5.30% | Reduce -0.4% | 442,616 | $9.8M |
| Forte Capital LLC | 1.14% | Reduce -2.3% | 434,441 | $9.6M |
| Strategic Family Wealth Counselors, L.L.C. | 3.12% | Add +0.0% | 433,969 | $9.6M |
| Merit Financial Group, LLC | 0.14% | Add +315.1% | 431,771 | $9.5M |
| Equitable Holdings, Inc. | 0.09% | Add +47.0% | 430,972 | $9.5M |
| Elevation Wealth Partners, LLC | 4.11% | Add +19.1% | 430,156 | $9.5M |
| Caprock Group, LLC | 0.29% | Add +1.1% | 428,714 | $9.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.29% | Reduce -19.9% | 427,552 | $9.4M |
| Private Advisor Group, LLC | 0.06% | Reduce -14.8% | 421,999 | $9.3M |
| Summit Financial, LLC | 0.26% | Add +56.2% | 421,012 | $9.3M |
| LongView Wealth Management | 2.77% | Add +6.5% | 418,981 | $9.3M |
| R. W. Roge & Company, Inc. | 5.03% | Reduce -3.4% | 415,854 | $9.2M |
| Asset Dedication, LLC | 0.73% | Add +2.1% | 409,820 | $9.0M |
| SouthState Bank Corp | 0.41% | Add +115024.3% | 407,540 | $9.0M |
| Flputnam Investment Management Co. | 0.17% | Add +6.9% | 407,230 | $9.0M |
| RTD Financial Advisors, Inc. | 1.20% | Reduce -2.2% | 405,727 | $9.0M |
| Avidian Wealth Enterprises, LLC | 0.39% | Reduce -2.3% | 401,128 | $8.9M |
| NorthRock Partners, LLC | 0.30% | Reduce -12.4% | 400,090 | $8.8M |
| Bleakley Financial Group, LLC | 0.28% | Add +214.1% | 398,008 | $8.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.0% | 394,846 | $8.7M |
| Savvy Advisors, Inc. | 0.88% | Reduce -0.4% | 394,266 | $8.7M |
| Floyd Financial Group LLC | 7.75% | Reduce -27.6% | 387,949 | $8.6M |
| MML Investors Services, LLC | 0.03% | Reduce -1.6% | 387,754 | $8.6M |
| Planning Alternatives Ltd. | 1.31% | Reduce -11.7% | 387,244 | $8.6M |
| Geneos Wealth Management Inc. | 0.29% | Add +236.4% | 387,113 | $8.5M |
| MBA Advisors LLC | 4.21% | Add +0.9% | 384,938 | $8.5M |
| Atria Investments, Inc | 0.11% | Add +5.6% | 376,808 | $8.3M |
| U.S. Capital Wealth Advisors, LLC | 0.26% | Add +1.7% | 376,129 | $8.3M |
| VSM Wealth Advisory, LLC | 2.95% | Add +0.8% | 371,669 | $8.2M |
| Patriot Investment Management Group, Inc. | 0.61% | Reduce -0.7% | 367,537 | $8.1M |
| Cahill Financial Advisors Inc. | 1.10% | Reduce -7.7% | 366,720 | $8.1M |
| Grant Street Asset Management, Inc. | 1.97% | Add +1.0% | 363,778 | $8.0M |
| Raine Group LLC | 51.05% | No change | 362,789 | $8.0M |
| Guardian Financial Partners, LLC | 3.81% | Add +9.5% | 360,262 | $8.0M |
| Pacific Capital Wealth Advisors, Inc. | 1.35% | Add +1.3% | 353,904 | $7.8M |
| K2 Financial Inc. | 7.59% | Add +10.2% | 380,944 | $7.7M |
| Wealthcare Advisory Partners LLC | 0.21% | Reduce -1.3% | 349,481 | $7.7M |
| Element Wealth, LLC | 4.11% | Reduce -2.2% | 346,767 | $7.7M |
| Consilium Wealth Advisory, LLC | 3.83% | Reduce -0.7% | 345,656 | $7.6M |
| Lee Financial Co | 1.16% | Reduce -1.4% | 344,273 | $7.6M |
| Brand Asset Management Group, Inc. | 3.15% | Reduce -4.5% | 342,365 | $7.6M |
| Attessa Capital LLC | 4.93% | Reduce -1.1% | 341,413 | $7.5M |
| Muirfield Wealth Advisors LLC | 6.38% | Reduce -2.3% | 340,257 | $7.5M |
| Clayton Financial Group LLC | 2.75% | Add +0.8% | 339,545 | $7.5M |
| Elite Life Management LLC | 23.25% | Add +17.8% | 337,590 | $7.5M |
| Red Tortoise LLC | 3.88% | Reduce -2.8% | 336,350 | $7.4M |
| Apollon Wealth Management, LLC | 0.16% | Reduce -84.9% | 336,136 | $7.4M |
| Ami Investment Management Inc. | 2.37% | Reduce -1.7% | 332,431 | $7.3M |
| Castle Wealth Management LLC | 2.86% | Reduce -2.0% | 330,877 | $7.3M |
| Oakwell Private Wealth Management, LLC | 2.01% | Reduce -1.1% | 329,066 | $7.3M |
| Montis Financial, LLC | 2.10% | Reduce -18.8% | 322,741 | $7.1M |
| CAP Partners, LLC | 5.11% | Reduce -1.2% | 318,832 | $7.0M |
| Nicollet Investment Management, Inc. | 2.45% | Add +0.0% | 315,120 | $7.0M |
| Sfmg, LLC | 0.55% | Reduce -13.5% | 314,216 | $6.9M |
| Trivium Point Advisory, LLC | 0.86% | Add +11.5% | 313,995 | $6.9M |
| Walkner Condon Financial Advisors LLC | 1.40% | Add +1.4% | 313,453 | $6.9M |
| Bartlett & Co. Wealth Management LLC | 0.10% | Add +8.3% | 310,377 | $6.9M |
| Circle Wealth Management, LLC | 0.16% | Add +0.2% | 310,300 | $6.9M |
| CoreCap Advisors, LLC | 0.30% | Add +95.6% | 306,541 | $6.8M |
| SWS Partners | 2.21% | Reduce -1.9% | 304,725 | $6.7M |
| Arbor Trust Wealth Advisors, LLC | 3.15% | Add +6.3% | 304,085 | $6.7M |
| Wealthspire Retirement, LLC | 0.53% | Reduce -4.2% | 301,868 | $6.7M |
| True North Advisors, LLC | 1.18% | New | 301,098 | $6.6M |
| Rosenberg Matthew Hamilton | 1.66% | Reduce -1.1% | 299,659 | $6.6M |
| Harbor Group, Inc. | 1.29% | Reduce -0.6% | 292,687 | $6.5M |
| Legacy Private Trust Co. | 0.44% | Reduce -6.9% | 292,184 | $6.5M |
| EP Wealth Advisors, LLC | 0.05% | Add +0.4% | 292,036 | $6.4M |
| Arcataur Capital Management LLC | 2.18% | Reduce -0.0% | 290,084 | $6.4M |
| MBL Wealth, LLC | 0.64% | Reduce -0.2% | 285,400 | $6.3M |
| B. Riley Wealth Advisors, Inc. | 0.19% | Add +16.8% | 285,368 | $6.3M |
| Barden Capital Management, Inc. | 5.52% | Add +1.0% | 281,140 | $6.2M |
| GPM Growth Investors, Inc. | 2.72% | Add +53.6% | 280,633 | $6.2M |
| Consolidated Portfolio Review Corp | 0.99% | Add +2.9% | 280,372 | $6.2M |
| Financial Synergies Wealth Advisors, Inc. | 0.75% | Reduce -3.3% | 279,387 | $6.2M |
| Madden Advisory Services, Inc. | 2.87% | Add +0.8% | 278,943 | $6.2M |
| Gradient Capital Advisors, LLC | 1.99% | Reduce -2.4% | 276,630 | $6.1M |
| Curbstone Financial Management Corp | 1.28% | Reduce -0.7% | 275,850 | $6.1M |
| Berkshire Asset Management LLC | 0.29% | Add +4.2% | 269,581 | $6.0M |
| Pinion Investment Advisors, LLC | 1.29% | Add +86.4% | 266,142 | $5.9M |
| Legacy Financial Group, Inc. | 1.87% | Reduce -3.4% | 263,806 | $5.8M |
| Triangle Securities Wealth Management | 1.50% | Add +2.8% | 263,709 | $5.8M |
| Ironwood Wealth Management, LLC. | 1.77% | Reduce -11.4% | 261,032 | $5.8M |
| Parallel Advisors, LLC | 0.13% | Add +0.6% | 258,738 | $5.7M |
| Truepoint, Inc. | 0.15% | Reduce -3.3% | 257,855 | $5.7M |
| Phillips Financial Management, LLC | 0.44% | Reduce -0.5% | 256,744 | $5.7M |
| Klingenstein Fields & Co. LP | 0.24% | Add +1.2% | 256,280 | $5.7M |
| MJT & Associates Financial Advisory Group, Inc. | 5.39% | — | 254,444 | $5.6M |
| VanderPol Investments L.L.C. | 11.86% | Add +17.7% | 254,150 | $5.6M |
| Droms Strauss Advisors Inc. /Mo/ | 1.92% | Reduce -0.5% | 253,740 | $5.6M |
| Cornerstone Wealth Advisors, Inc. | 1.55% | Reduce -6.9% | 253,443 | $5.6M |
| Birchbrook, Inc. | 3.14% | Add +3.8% | 253,149 | $5.6M |
| Summit Financial Consulting LLC | 5.15% | — | 251,227 | $5.5M |
| Sage Mountain Advisors LLC | 0.41% | No change | 249,841 | $5.5M |
| PFG Advisors | 0.30% | Add +4.5% | 244,139 | $5.4M |
| Van Strum & Towne Inc. | 1.79% | Reduce -1.0% | 241,088 | $5.3M |
| Krilogy Financial LLC | 0.34% | Reduce -1.1% | 239,360 | $5.3M |
| Signature Estate & Investment Advisors LLC | 0.14% | Reduce -1.9% | 238,674 | $5.3M |
| Omega Financial Group, LLC | 2.00% | Reduce -2.1% | 236,539 | $5.2M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.20% | Reduce -0.4% | 235,878 | $5.2M |
| Tempus Wealth Planning, LLC | 1.55% | Reduce -2.1% | 235,436 | $5.2M |
| Santori & Peters, Inc. | 2.09% | Reduce -0.5% | 235,274 | $5.2M |
| Van Cleef Asset Management,Inc | 0.59% | Reduce -2.1% | 234,901 | $5.2M |
| Sentinel Pension Advisors, LLC | 0.95% | Add +5.5% | 234,700 | $5.2M |
| Mutual Advisors, LLC | 0.15% | Add +0.2% | 235,730 | $5.1M |
| Aspiriant, LLC | 0.18% | Reduce -9.1% | 231,762 | $5.1M |
| Blueprint Investment Partners LLC | 0.93% | Reduce -25.4% | 230,336 | $5.1M |
| Pathstone Holdings, LLC | 0.02% | Add +51.3% | 260,642 | $5.0M |
| Ieq Capital, LLC | 0.04% | Add +29.5% | 227,234 | $5.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -35.0% | 226,509 | $5.0M |
| Code Waechter LLC | 4.10% | Add +3.2% | 225,692 | $5.0M |
| West Oak Capital, LLC | 2.78% | Reduce -1.1% | 225,625 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -1.6% | 224,773 | $5.0M |
| Vanguard Personalized Indexing Management, LLC | 0.07% | Add +14.7% | 224,322 | $5.0M |
| U S Wealth Group, Llc. | 3.88% | Reduce -1.9% | 221,739 | $4.9M |
| Financial Advisors, LLC | 0.97% | Reduce -2.6% | 221,673 | $4.9M |
| Bailard, Inc. | 0.12% | Reduce -1.0% | 219,215 | $4.8M |
| Brighton Jones LLC | 0.16% | Add +3.7% | 219,121 | $4.8M |
| Bigelow Investment Advisors, LLC | 2.27% | Reduce -4.2% | 216,382 | $4.8M |
| Paulson Wealth Management Inc. | 1.34% | Reduce -9.6% | 216,153 | $4.8M |
| Calton & Associates, Inc. | 1.08% | New | 215,453 | $4.8M |
| United Advisor Group, LLC | 0.97% | Add +4.8% | 215,176 | $4.8M |
| Voisard Asset Management Group, Inc. | 1.36% | Reduce -17.7% | 211,432 | $4.7M |
| Carolina Wealth Advisors, LLC | 2.50% | Reduce -3.1% | 210,008 | $4.6M |
| Berkeley, Inc | 2.17% | Reduce -13.7% | 209,882 | $4.6M |
| Valmark Advisers, Inc. | 0.07% | Reduce -2.0% | 204,301 | $4.5M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -9.2% | 203,359 | $4.5M |
| Mission Wealth Management, LP | 0.11% | Reduce -1.0% | 203,239 | $4.5M |
| Somerset Group LLC | 4.06% | Add +21.3% | 201,815 | $4.5M |
| Townsquare Capital LLC | 0.05% | Add +1.9% | 201,608 | $4.5M |
| Mengis Capital Management, Inc. | 0.93% | Add +0.6% | 201,394 | $4.4M |
| Peak Financial Management, Inc. | 1.33% | Reduce -1.9% | 200,779 | $4.4M |
| Clearview Wealth Advisors LLC | 3.31% | Reduce -5.0% | 200,436 | $4.4M |
| Thrive Wealth Management, LLC | 0.84% | Add +9.4% | 198,502 | $4.4M |
| Ring Mountain Capital, LLC | 3.25% | Reduce -1.1% | 195,702 | $4.3M |
| Ignite Planners, LLC | 0.84% | Reduce -12.1% | 194,967 | $4.3M |
| Waterloo Capital, L.P. | 0.40% | Add +10.6% | 194,688 | $4.3M |
| Denver PWM, LLC | 1.55% | Reduce -1.0% | 194,492 | $4.3M |
| Cambridge Financial Group, LLC | 1.81% | Add +0.4% | 194,035 | $4.3M |
| Lido Advisors, LLC | 0.03% | Reduce -49.7% | 192,427 | $4.2M |
| Integrated Advisors Network LLC | 0.21% | Add +0.1% | 192,342 | $4.2M |
| Hutchens & Kramer Investment Management Group, LLC | 2.33% | Reduce -2.3% | 191,869 | $4.2M |
| Bank of Montreal | 0.00% | Reduce -1.3% | 190,794 | $4.2M |
| Winthrop Advisory Group LLC | 0.50% | Reduce -1.2% | 188,634 | $4.2M |
| Missouri Trust & Investment Co | 1.46% | Add +2.7% | 187,996 | $4.2M |
| AlphaCore Capital LLC | 0.35% | Add +8.3% | 187,995 | $4.2M |
| Advisory Services Network, LLC | 0.08% | Reduce -13.3% | 187,825 | $4.1M |
| Cynosure Group, LLC | 0.57% | Add +0.3% | 186,508 | $4.1M |
| Eagle Capital Management, LLC | 1.82% | Add +0.7% | 186,329 | $4.1M |
| Creekside Partners | 2.14% | Reduce -7.0% | 185,082 | $4.1M |
| Stevens Capital Partners | 1.92% | Add +27.3% | 185,031 | $4.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.6% | 184,877 | $4.1M |
| Shelton Wealth Management, LLC | 2.33% | Reduce -8.6% | 184,757 | $4.1M |
| Ausdal Financial Partners, Inc. | 0.30% | Add +0.1% | 182,462 | $4.0M |
| Nottingham Advisors, Inc. | 0.61% | Reduce -45.5% | 181,124 | $4.0M |
| Procyon Advisors, LLC | 0.24% | Add +4.2% | 180,276 | $4.0M |
| Medallion Wealth Advisors, LLC | 1.80% | Add +32.8% | 179,032 | $4.0M |
| Axxcess Wealth Management, LLC | 0.11% | Add +1.5% | 178,446 | $3.9M |
| Exencial Wealth Advisors, LLC | 0.15% | Reduce -1.5% | 176,935 | $3.9M |
| John W. Brooker & Co., CPAs | 1.61% | Add +6.3% | 176,551 | $3.9M |
| Asset Planning Services Inc. /La/ | 1.98% | Add +0.7% | 176,410 | $3.9M |
| Elmwood Wealth Management, Inc. | 1.60% | Add +7.5% | 176,231 | $3.9M |
| Asset Management Group, Inc. | 0.71% | Add +0.3% | 175,006 | $3.9M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -49.3% | 173,887 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -41.4% | 171,923 | $3.8M |
| Exchange Capital Management, Inc. | 0.60% | Reduce -14.6% | 168,588 | $3.7M |
| Hantz Financial Services, Inc. | 0.07% | Reduce -1.4% | 168,497 | $3.7M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -34.2% | 168,380 | $3.7M |
| Dakota Wealth Management | 0.09% | Reduce -6.5% | 168,341 | $3.7M |
| Hollencrest Capital Management | 0.16% | Add +0.0% | 168,188 | $3.7M |
| Larson Financial Group LLC | 0.18% | Add +88.8% | 167,564 | $3.7M |
| Sand Hill Global Advisors, LLC | 0.15% | No change | 165,881 | $3.7M |
| TD Private Client Wealth LLC | 0.10% | Add +0.4% | 164,825 | $3.6M |
| Cathy Pareto & Associates, Inc. | 3.21% | Reduce -3.0% | 164,506 | $3.6M |
| First Foundation Advisors | 0.15% | Reduce -0.3% | 161,704 | $3.6M |
| Sharkey, Howes & Javer | 0.51% | Reduce -6.0% | 160,321 | $3.5M |
| MeadowBrook Investment Advisors LLC | 3.34% | Reduce -1.3% | 158,913 | $3.5M |
| Summit Financial Strategies, Inc. | 0.35% | Reduce -0.2% | 158,636 | $3.5M |
| RMR Wealth Builders | 0.36% | Add +2.6% | 154,826 | $3.4M |
| Zacks Investment Management | 0.03% | Reduce -3.9% | 154,356 | $3.4M |
| Poehling Capital Management, INC. | 0.86% | No change | 153,707 | $3.4M |
| Fort Vancouver Investment Management, LLC | 2.58% | Reduce -6.5% | 152,478 | $3.4M |
| Capital Management Associates, Inc | 0.76% | Add +100.3% | 151,682 | $3.3M |
| Meridian Wealth Management, LLC | 0.16% | Reduce -10.7% | 151,184 | $3.3M |
| Summit Place Financial Advisors, LLC | 1.84% | Add +1.1% | 147,711 | $3.3M |
| Advisors Management Group Inc. | 0.70% | Add +4.8% | 146,113 | $3.2M |
| Naples Global Advisors, LLC | 0.31% | Reduce -9.0% | 145,928 | $3.2M |
| Visionary Wealth Advisors | 0.19% | Add +8.4% | 143,056 | $3.2M |
| ETF Store, Inc. | 3.87% | Reduce -0.3% | 142,733 | $3.2M |
| Beaumont Financial Advisors, LLC | 0.25% | No change | 142,598 | $3.1M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -14.3% | 142,062 | $3.1M |
| L2 Asset Management, LLC | 0.62% | New | 137,647 | $3.0M |
| Financial Counselors Inc. | 0.05% | Add +2.0% | 136,291 | $3.0M |
| Phil A. Younker & Associates, Ltd. | 2.94% | Add +0.2% | 135,450 | $3.0M |
| Condor Capital Management | 0.28% | Reduce -0.4% | 135,061 | $3.0M |
| Commerce Bank | 0.02% | Reduce -0.8% | 134,962 | $3.0M |
| Valeo Financial Advisors, LLC | 0.08% | Reduce -0.5% | 134,305 | $3.0M |
| Lloyd Advisory Services, LLC. | 1.49% | Add +101.5% | 134,165 | $3.0M |
| Apex Wealth Management, LLC | 2.66% | Reduce -8.3% | 133,786 | $3.0M |
| Maia Wealth LLC | 0.67% | Reduce -13.6% | 138,874 | $3.0M |
| Citigroup Inc. | 0.00% | Add +29.6% | 133,700 | $3.0M |
| 1900 Wealth Management LLC | 0.24% | Reduce -1.0% | 132,972 | $2.9M |
| Plancorp, LLC | 0.12% | Add +16.2% | 132,809 | $2.9M |
| One Capital Management, LLC | 0.10% | Reduce -1.0% | 132,345 | $2.9M |
| Broadview Financial Management, LLC | 2.18% | Reduce -0.5% | 132,099 | $2.9M |
| Fagan Associates, Inc. | 0.49% | Reduce -4.6% | 131,887 | $2.9M |
| Elser Financial Planning, Inc | 4.02% | Reduce -2.8% | 131,560 | $2.9M |
| CIBC Private Wealth Group LLC | 0.01% | Add +14.2% | 147,910 | $2.9M |
| VERITY Wealth Advisors | 2.14% | Reduce -3.0% | 130,640 | $2.9M |
| Argent Capital Management LLC | 0.09% | Add +65.2% | 129,934 | $2.9M |
| Values Added Financial LLC | 1.58% | Reduce -0.7% | 128,874 | $2.8M |
| Grant/GrossMendelsohn, LLC | 1.58% | Add +14.0% | 130,519 | $2.8M |
| Johnson Financial Group, LLC | 0.30% | Add +0.2% | 128,587 | $2.8M |
| Pittenger & Anderson Inc. | 0.10% | Add +5.7% | 127,969 | $2.8M |
| Milestone Asset Management Group, LLC | 2.55% | Reduce -3.3% | 127,815 | $2.8M |
| Sowell Financial Services LLC | 0.13% | Reduce -13.3% | 127,743 | $2.8M |
| Napatree Capital LLC | 1.58% | Reduce -44.1% | 127,621 | $2.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Reduce -8.8% | 127,185 | $2.8M |
| Lazard Asset Management LLC | 0.00% | No change | 126,942 | $2.8M |
| C M Bidwell & Associates Ltd. | 1.69% | Reduce -2.2% | 126,885 | $2.8M |
| Roundview Capital LLC | 0.20% | Reduce -2.3% | 126,023 | $2.8M |
| Marks Group Wealth Management, Inc | 0.26% | New | 123,988 | $2.7M |
| Diversify Advisory Services, LLC | 0.17% | Reduce -0.6% | 124,895 | $2.7M |
| Sigma Investment Counselors Inc. | 0.17% | Reduce -41.0% | 123,641 | $2.7M |
| Kathmere Capital Management, LLC | 0.23% | Add +0.1% | 123,558 | $2.7M |
| World Investment Advisors | 0.07% | Reduce -22.8% | 123,382 | $2.7M |
| GW Henssler & Associates Ltd. | 0.16% | Add +192.6% | 122,437 | $2.7M |
| Game Plan Financial Advisors, LLC | 1.52% | Reduce -37.9% | 122,314 | $2.7M |
| YHB Investment Advisors, Inc. | 0.23% | Add +8.6% | 122,152 | $2.7M |
| Western Wealth Management, LLC | 0.18% | Reduce -51.4% | 121,849 | $2.7M |
| Avior Wealth Management, LLC | 0.10% | Reduce -5.0% | 121,368 | $2.7M |
| Capital Advisors Inc. | 0.05% | Add +2.9% | 120,136 | $2.7M |
| Next Capital Management LLC | 1.27% | Reduce -19.3% | 120,076 | $2.7M |
| Flower City Capital | 1.74% | Reduce -1.7% | 119,913 | $2.6M |
| Clear Investment Research, LLC | 3.53% | Add +0.1% | 119,731 | $2.6M |
| Mosaic Family Wealth Partners, LLC | 0.38% | Reduce -3.6% | 119,598 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.1% | 119,535 | $2.6M |
| WealthShield Partners, LLC | 0.34% | Add +0.4% | 118,866 | $2.6M |
| Park Avenue Securities LLC | 0.03% | Add +85.7% | 118,317 | $2.6M |
| Pinnacle Associates Ltd. | 0.04% | Add +2.1% | 118,176 | $2.6M |
| Nicholas Hoffman & Company, LLC. | 0.10% | Add +0.8% | 117,213 | $2.6M |
| Hurley Capital, LLC | 1.96% | Reduce -4.2% | 117,030 | $2.6M |
| Jackson Creek Investment Advisors LLC | 0.82% | Reduce -2.3% | 116,974 | $2.6M |
| Lifeworks Advisors, LLC | 0.43% | Reduce -45.7% | 116,881 | $2.6M |
| Godsey & Gibb, Inc. | 0.25% | Add +4.4% | 116,604 | $2.6M |
| Tiaa Trust, National Association | 0.01% | Add +0.3% | 116,437 | $2.6M |
| Seneca Financial Advisors LLC | 1.25% | Add +0.3% | 116,326 | $2.6M |
| Wealth Group Ltd | 0.75% | Reduce -1.0% | 116,133 | $2.6M |
| RHS Financial, LLC | 1.43% | Reduce -18.9% | 115,406 | $2.5M |
| Vantage Financial Partners, LLC | 0.62% | Reduce -1.8% | 113,448 | $2.5M |
| Natixis Advisors, LLC | 0.00% | Add +23.9% | 112,361 | $2.5M |
| Brookstone Capital Management | 0.04% | Reduce -9.6% | 111,948 | $2.5M |
| AdvisorNet Financial, Inc | 0.18% | Add +4.0% | 111,339 | $2.5M |
| Traphagen Investment Advisors LLC | 0.25% | Add +0.3% | 110,363 | $2.4M |
| Clearstead Advisors, LLC | 0.04% | Add +2.1% | 109,882 | $2.4M |
| Brucke Financial, Inc. | 2.10% | Add +6.9% | 110,327 | $2.4M |
| Stordahl Capital Management, Inc. | 0.57% | Reduce -2.8% | 109,369 | $2.4M |
| Elgethun Capital Management | 0.54% | Reduce -2.9% | 108,731 | $2.4M |
| Front Row Advisors LLC | 0.91% | Reduce -2.9% | 107,274 | $2.4M |
| Wedmont Private Capital | 0.12% | Add +264.0% | 112,167 | $2.4M |
| Joseph P. Lucia & Associates, LLC | 1.08% | Reduce -3.3% | 106,985 | $2.4M |
| Worth Asset Management, LLC | 1.29% | Add +8.1% | 106,800 | $2.4M |
| Blair William & Co. | 0.01% | Add +7.7% | 106,405 | $2.3M |
| Bawa N Mallick Trust | 1.11% | No change | 105,900 | $2.3M |
| Westmount Partners, LLC | 0.71% | Add +235.6% | 105,293 | $2.3M |
| Smith Anglin Financial, LLC | 0.24% | Add +4.9% | 104,223 | $2.3M |
| Saxony Capital Management, LLC | 2.00% | Add +10.6% | 103,468 | $2.3M |
| BOK Financial Private Wealth, Inc. | 0.17% | Reduce -0.5% | 103,099 | $2.3M |
| Phocas Financial Corp. | 0.35% | Reduce -3.5% | 102,564 | $2.3M |
| Wedgewood Investors Inc. | 2.68% | Add +0.5% | 102,235 | $2.3M |
| Cabot Wealth Management Inc. | 0.29% | Reduce -10.0% | 102,123 | $2.3M |
| Capital Advantage, Inc. | 0.41% | No change | 96,769 | $2.2M |
| Lowery Thomas, LLC | 1.53% | Add +2.5% | 101,601 | $2.2M |
| Principal Securities, Inc. | 0.05% | Add +0.1% | 95,000 | $2.2M |
| Hurlow Wealth Management Group, Inc. | 0.69% | Add +26.8% | 99,456 | $2.2M |
| CCG Wealth Management, LLC | 1.31% | Reduce -1.9% | 99,244 | $2.2M |
| Zhang Financial LLC | 0.11% | Reduce -0.2% | 96,825 | $2.1M |
| Signaturefd, LLC | 0.04% | Add +4.8% | 96,506 | $2.1M |
| RIA Advisory Group LLC | 0.69% | Add +10.8% | 95,672 | $2.1M |
| Duncker Streett & Co. Inc. | 0.42% | Add +0.0% | 95,536 | $2.1M |
| S.E.E.D. Planning Group LLC | 0.71% | Reduce -6.1% | 94,901 | $2.1M |
| Heritage Trust Co | 0.25% | No change | 94,572 | $2.1M |
| Thoroughbred Financial Services, LLC | 0.13% | Add +5.0% | 94,483 | $2.1M |
| Stockman Wealth Management, Inc. | 0.31% | Reduce -30.6% | 94,341 | $2.1M |
| Compass Financial Group, INC | 0.39% | Add +1.8% | 94,089 | $2.1M |
| Everhart Financial Group, Inc. | 0.28% | Add +77.9% | 94,067 | $2.1M |
| FAS Wealth Partners, Inc. | 0.17% | Reduce -0.4% | 94,056 | $2.1M |
| Rovin Capital /Ut/ | 0.66% | Add +1.2% | 93,413 | $2.1M |
| Holderness Investments Co. | 0.48% | Add +3.1% | 93,095 | $2.1M |
| Callan Family Office, LLC | 0.15% | No change | 93,000 | $2.1M |
| Tritonpoint Wealth, LLC | 0.20% | No change | 92,946 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -7.9% | 92,827 | $2.0M |
| Aspiring Ventures, LLC | 1.19% | Add +5.4% | 91,618 | $2.0M |
| Victrix Investment Advisors | 1.06% | New | 97,232 | $2.0M |
| Verum Partners LLC | 0.55% | Reduce -0.3% | 91,458 | $2.0M |
| Rialto Wealth Management, LLC | 0.63% | Reduce -0.3% | 90,599 | $2.0M |
| BlackRock, Inc. | 0.00% | Add +1.5% | 89,376 | $2.0M |
| Relyea Zuckerberg Hanson LLC | 0.26% | Add +0.3% | 88,328 | $2.0M |
| Riverpoint Wealth Management Holdings, LLC | 0.50% | Add +0.0% | 88,055 | $1.9M |
| Clear Point Advisors Inc. | 1.75% | Add +0.2% | 88,027 | $1.9M |
| Parsons Capital Management Inc. | 0.11% | Add +2.1% | 87,665 | $1.9M |
| Virtue Capital Management, LLC | 0.23% | Add +12.5% | 87,726 | $1.9M |
| Empower Advisory Group, LLC | 0.01% | Reduce -6.6% | 87,437 | $1.9M |
| Simon Quick Advisors, LLC | 0.11% | Add +0.6% | 87,273 | $1.9M |
| Mitchell Capital Management Co. | 0.37% | Add +0.5% | 87,147 | $1.9M |
| American Investment Services, Inc. | 0.34% | Reduce -2.3% | 86,807 | $1.9M |
| B.O.S.S. Retirement Advisors, LLC | 0.55% | Add +90.4% | 85,815 | $1.9M |
| Davidson Trust Co. | 0.90% | No change | 85,608 | $1.9M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Reduce -1.0% | 85,314 | $1.9M |
| Bull Oak Capital, LLC | 1.02% | New | 85,147 | $1.9M |
| Freestone Capital Holdings, LLC | 0.07% | Reduce -13.9% | 84,846 | $1.9M |
| L.K. Benson & Company, P.C. | 1.30% | Reduce -0.3% | 84,744 | $1.9M |
| Outfitters Financial LLC | 1.68% | Add +0.9% | 84,300 | $1.9M |
| Cooper Financial Group | 0.24% | Add +16.1% | 83,980 | $1.9M |
| Weaver Capital Management LLC | 0.49% | No change | 83,696 | $1.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.25% | Reduce -2.4% | 83,306 | $1.8M |
| Successful Portfolios LLC | 1.24% | Add +1.3% | 82,686 | $1.8M |
| Pettyjohn, Wood & White, Inc. | 0.35% | No change | 81,951 | $1.8M |
| Bryn Mawr Trust Advisors, LLC | 0.11% | Reduce -3.0% | 81,935 | $1.8M |
| Alpha Omega Wealth Management LLC | 0.34% | Reduce -2.2% | 81,665 | $1.8M |
| Evoke Wealth, LLC | 0.05% | Add +42.7% | 81,380 | $1.8M |
| Per Stirling Capital Management, LLC. | 0.26% | Add +5.6% | 81,058 | $1.8M |
| Wynn Capital, LLC | 1.06% | Reduce -15.6% | 81,015 | $1.8M |
| LBMC Investment Advisors, LLC | 0.14% | Reduce -0.5% | 80,995 | $1.8M |
| Pinnacle Family Advisors, LLC | 0.96% | Add +6.7% | 80,260 | $1.8M |
| Market Street Wealth Management Advisors LLC | 0.30% | Reduce -0.2% | 80,236 | $1.8M |
| Sebold Capital Management, Inc. | 1.16% | Reduce -8.9% | 80,203 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +24.4% | 80,142 | $1.8M |
| Callan Capital, LLC | 0.13% | Add +67.4% | 80,030 | $1.8M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -7.4% | 79,652 | $1.8M |
| Breakwater Investment Management | 0.75% | Add +0.3% | 79,280 | $1.8M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Add +4.4% | 78,978 | $1.7M |
| Cross Staff Investments Inc | 1.31% | Reduce -1.0% | 78,631 | $1.7M |
| Plotkin Financial Advisors, LLC | 1.06% | Add +13.2% | 78,452 | $1.7M |
| Paces Ferry Wealth Advisors, LLC | 0.86% | Reduce -0.1% | 77,962 | $1.7M |
| Bouchey Financial Group, Ltd. | 0.15% | Add +1.4% | 77,816 | $1.7M |
| Integrity Alliance, Llc. | 0.07% | New | 77,495 | $1.7M |
| Mayfair Advisory Group, LLC | 0.99% | Add +113.1% | 77,467 | $1.7M |
| Compass Ion Advisors, LLC | 0.20% | Reduce -26.0% | 77,447 | $1.7M |
| Novare Capital Management LLC | 0.15% | Reduce -1.3% | 77,437 | $1.7M |
| American Financial Advisors, LLC | 0.25% | Reduce -2.8% | 77,060 | $1.7M |
| Garde Capital, Inc. | 0.10% | Reduce -3.0% | 76,270 | $1.7M |
| Seros Financial, LLC | 1.25% | Add +105.1% | 75,893 | $1.7M |
| AlTi Global, Inc. | 0.04% | Reduce -2.6% | 75,888 | $1.7M |
| Aspen Investment Management Inc | 0.77% | Add +2.4% | 75,841 | $1.7M |
| Peachtree Investment Partners, LLC | 0.66% | Reduce -11.1% | 75,772 | $1.7M |
| Capasso Planning Partners LLC | 0.69% | Reduce -4.4% | 74,218 | $1.6M |
| Coppell Advisory Solutions LLC | 0.23% | Add +255.8% | 74,561 | $1.6M |
| &partners | 0.02% | Add +0.7% | 73,884 | $1.6M |
| Main Street Group, LTD | 0.70% | Reduce -1.3% | 72,650 | $1.6M |
| Financial Advocates Investment Management | 0.11% | Add +0.3% | 71,941 | $1.6M |
| FineMark National Bank & Trust | 0.06% | Reduce -14.5% | 71,862 | $1.6M |
| JFS Wealth Advisors, LLC | 0.11% | Add +0.6% | 71,175 | $1.6M |
| Capital Investment Advisors, LLC | 0.03% | Add +56.5% | 71,052 | $1.6M |
| Independent Financial Group, LLC | 0.05% | Reduce -0.4% | 70,651 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +59.9% | 70,617 | $1.6M |
| Pennsylvania Capital Management Inc. | 0.57% | Add +1.0% | 70,487 | $1.6M |
| Townsend Asset Management Corp. /NC/ | 0.60% | Reduce -32.8% | 70,356 | $1.6M |
| Foster Group, Inc. | 0.06% | Add +0.3% | 69,738 | $1.5M |
| Oldfather Financial Services, LLC | 0.58% | Add +2.1% | 69,538 | $1.5M |
| Avant Capital LLC | 1.27% | Add +1.5% | 69,406 | $1.5M |
| International Private Wealth Advisors LLC | 1.47% | Reduce -1.7% | 69,398 | $1.5M |
| MADDEN SECURITIES Corp | 0.59% | Reduce -1.3% | 69,224 | $1.5M |
| Westbourne Investments, Inc. | 0.92% | Reduce -0.7% | 69,108 | $1.5M |
| Emergent Wealth Advisors, LLC | 1.10% | Reduce -4.3% | 68,840 | $1.5M |
| Ironwood Financial, llc | 0.32% | Reduce -0.5% | 68,586 | $1.5M |
| Vision Capital Management, Inc. | 0.22% | Reduce -9.4% | 68,569 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -1.2% | 67,147 | $1.5M |
| Hamilton Capital, LLC | 0.09% | Reduce -1.6% | 68,460 | $1.5M |
| Warwick Investment Management, Inc. | 0.31% | No change | 67,668 | $1.5M |
| AMG National Trust Bank | 0.04% | Add +0.1% | 67,498 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.17% | Reduce -4.7% | 67,295 | $1.5M |
| Evanson Asset Management, LLC | 0.10% | Add +2.0% | 66,956 | $1.5M |
| Adero Partners, LLC | 0.10% | Reduce -0.1% | 66,265 | $1.5M |
| Burk Holdings LLC | 1.10% | Add +0.0% | 66,105 | $1.5M |
| Capital Advisors, Ltd. LLC | 0.19% | No change | 66,021 | $1.5M |
| Activest Wealth Management | 0.39% | New | 65,658 | $1.4M |
| Ifrah Financial Services, Inc. | 0.41% | Reduce -3.5% | 64,743 | $1.4M |
| Sandy Spring Bank | 0.06% | Add +0.8% | 64,574 | $1.4M |
| Millennium Capital Advisors, LLC | 1.05% | Reduce -2.8% | 64,317 | $1.4M |
| Brown Advisory Inc. | 0.00% | Add +38.0% | 64,163 | $1.4M |
| Vermillion Wealth Management, Inc. | 0.42% | Reduce -0.9% | 63,974 | $1.4M |
| Wiser Advisor Group LLC | 2.08% | Reduce -7.4% | 63,794 | $1.4M |
| Creative Financial Designs Inc. | 0.11% | Reduce -4.3% | 63,667 | $1.4M |
| Intrepid Capital Management Inc. | 0.85% | Add +0.3% | 63,525 | $1.4M |
| Chatham Capital Group, Inc. | 0.23% | No change | 63,470 | $1.4M |
| Abacus Planning Group, Inc. | 0.25% | Reduce -4.3% | 63,362 | $1.4M |
| Glenmede Trust Co. NA | 0.01% | Add +16.4% | 63,267 | $1.4M |
| Cherry Tree Wealth Management, LLC | 0.33% | Reduce -1.8% | 62,418 | $1.4M |
| CGN Advisors LLC | 0.13% | Reduce -13.5% | 61,853 | $1.4M |
| IFG Advisory, LLC | 0.08% | Add +23.4% | 61,707 | $1.4M |
| Sax Wealth Advisors, LLC | 0.10% | Add +395.0% | 61,663 | $1.4M |
| Family Manage LLC | 0.22% | Reduce -1.7% | 61,662 | $1.4M |
| AssuredPartners Investment Advisors, LLC | 0.26% | Add +19.1% | 61,606 | $1.4M |
| James J. Burns & Company, LLC | 0.24% | Add +0.5% | 61,535 | $1.4M |
| CWC Advisors, LLC. | 0.77% | Reduce -0.3% | 61,194 | $1.4M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -10.5% | 60,597 | $1.3M |
| Tudor Investment Corporation | 0.01% | Reduce -42.1% | 60,580 | $1.3M |
| Human Investing LLC | 0.23% | Add +3.3% | 60,234 | $1.3M |
| Everstar Asset Management, LLC | 0.88% | Reduce -9.3% | 59,946 | $1.3M |
| Comerica Bank | 0.01% | Add +1.1% | 59,854 | $1.3M |
| Sachem Hill LLC | 0.26% | Reduce -22.3% | 59,831 | $1.3M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Add +0.3% | 59,661 | $1.3M |
| Passive Capital Management, LLC. | 0.41% | New | 59,166 | $1.3M |
| WealthPlan Investment Management, LLC | 0.13% | Reduce -1.0% | 58,365 | $1.3M |
| Tilia Fiduciary Partners, Inc. | 0.86% | Add +0.5% | 58,246 | $1.3M |
| Clear Creek Financial Management, LLC | 0.13% | Reduce -0.4% | 57,478 | $1.3M |
| Tenret Co LLC | 0.77% | No change | 57,438 | $1.3M |
| Modern Wealth Management, LLC | 0.04% | New | 56,880 | $1.3M |
| Carret Asset Management, LLC | 0.14% | Add +2.9% | 56,519 | $1.2M |
| Keybank National Association | 0.01% | Add +1.2% | 56,128 | $1.2M |
| Evolution Advisers, Inc. | 0.65% | Reduce -0.2% | 55,872 | $1.2M |
| Armbruster Capital Management, Inc. | 0.25% | Add +27.3% | 55,820 | $1.2M |
| Alley Investment Management Company, LLC | 0.15% | Reduce -2.4% | 55,214 | $1.2M |
| Veery Capital, LLC | 0.47% | Reduce -30.3% | 54,770 | $1.2M |
| Stone Summit Wealth LLC | 0.41% | Add +10.8% | 54,737 | $1.2M |
| Aull & Monroe Investment Management Corp | 0.60% | Add +18.4% | 54,422 | $1.2M |
| Hardin Capital Partners, LLC | 0.73% | Add +26.5% | 54,056 | $1.2M |
| Texas Yale Capital Corp. | 0.05% | Reduce -3.9% | 53,900 | $1.2M |
| Earned Wealth Advisors, LLC | 0.26% | Add +31.2% | 53,685 | $1.2M |
| Sonora Investment Management Group, LLC | 0.09% | Reduce -8.0% | 53,152 | $1.2M |
| Cutler Investment Counsel LLC | 0.14% | Reduce -0.3% | 53,061 | $1.2M |
| Moneco Advisors, LLC | 0.12% | Reduce -0.6% | 52,867 | $1.2M |
| Facet Wealth, Inc. | 0.03% | Add +4.1% | 52,104 | $1.2M |
| Ulland Investment Advisors, LLC | 1.00% | Reduce -3.0% | 52,123 | $1.2M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -8.2% | 51,923 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Reduce -17.8% | 51,283 | $1.1M |
| Spire Wealth Management | 0.04% | Add +36.3% | 51,245 | $1.1M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -12.6% | 51,233 | $1.1M |
| Fortitude Advisory Group L.L.C. | 0.81% | Add +0.3% | 54,145 | $1.1M |
| Wade Financial Advisory, Inc | 0.38% | No change | 50,406 | $1.1M |
| Elios Financial Group Inc. | 0.55% | Add +6.6% | 50,358 | $1.1M |
| Ariadne Wealth Management, LP | 0.58% | No change | 49,482 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -3.6% | 49,932 | $1.1M |
| Dravo Bay LLC | 0.58% | Reduce -12.8% | 50,077 | $1.1M |
| Compass Advisory Group LLC | 0.38% | Reduce -0.3% | 49,839 | $1.1M |
| Vernal Point Advisors, LLC | 0.73% | No change | 49,806 | $1.1M |
| Clarity Capital Advisors, LLC | 0.72% | Add +0.3% | 49,633 | $1.1M |
| Wealthcare Capital Management LLC | 0.11% | No change | 49,365 | $1.1M |
| Evergreen Capital Management LLC | 0.04% | Add +21.6% | 49,354 | $1.1M |
| SageView Advisory Group, LLC | 0.05% | Reduce -11.1% | 49,287 | $1.1M |
| Blackhawk Capital Partners, LLC | 0.56% | Reduce -82.9% | 48,989 | $1.1M |
| Crewe Advisors LLC | 0.15% | Add +4.1% | 48,621 | $1.1M |
| Joule Financial, LLC | 0.38% | Reduce -0.5% | 48,484 | $1.1M |
| Colorado Capital Management, Inc. | 0.49% | Add +0.3% | 47,591 | $1.1M |
| FSM Wealth Advisors, LLC | 0.24% | Reduce -1.9% | 47,487 | $1.0M |
| ORG Partners LLC | 0.27% | No change | 47,232 | $1.0M |
| Cozad Asset Management Inc. | 0.10% | Add +0.0% | 47,395 | $1.0M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +3.2% | 47,204 | $1.0M |
| Aurora Private Wealth, Inc. | 0.83% | Add +2.6% | 47,168 | $1.0M |
| Capital Analysts, LLC | 0.04% | Reduce -1.0% | 46,988 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -16.7% | 46,974 | $1.0M |
| Lynx Investment Advisory | 0.69% | Reduce -2.8% | 46,882 | $1.0M |
| GenWealth Group, Inc. | 0.23% | Add +14.4% | 46,812 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -15.1% | 46,590 | $1.0M |
| HUB Investment Partners, LLC | 0.04% | Add +13.7% | 46,345 | $1.0M |
| Bfsg, LLC | 0.12% | Reduce -0.1% | 46,332 | $1.0M |
| Vanguard Capital Wealth Advisors | 1.25% | Add +37.8% | 46,242 | $1.0M |
| David Wealth Management LLC | 0.85% | Add +0.7% | 46,115 | $1.0M |
| Econ Financial Services Corp | 0.54% | Reduce -5.2% | 45,834 | $1.0M |
| KCM Investment Advisors LLC | 0.04% | Reduce -0.0% | 45,827 | $1.0M |
| Michels Family Financial, LLC | 0.91% | Reduce -0.7% | 45,800 | $1.0M |
| Rothschild Wealth LLC | 0.28% | Add +2.7% | 45,791 | $1.0M |
| Petra Financial Advisors Inc. | 0.83% | Reduce -8.9% | 45,653 | $1.0M |
| Seneca House Advisors | 0.43% | Add +0.1% | 45,610 | $1.0M |
| Compass Capital Corp. /Ma/ | 0.53% | No change | 50,050 | $1.0M |
| Retirement Planning Group, LLC | 0.05% | Reduce -19.7% | 45,477 | $1.0M |
| HHM Wealth Advisors, LLC | 0.13% | No change | 44,577 | $984K |
| Vanguard Group Inc. | 0.00% | Add +2.0% | 44,568 | $984K |
| Park Edge Advisors, LLC | 0.27% | Reduce -5.6% | 44,470 | $982K |
| Twele Capital Management, Inc. | 0.21% | Add +1.0% | 44,085 | $973K |
| Granite Bay Wealth Management, LLC | 0.33% | Reduce -12.2% | 43,601 | $963K |
| Kondo Wealth Advisors, Inc. | 0.47% | No change | 43,449 | $959K |
| Vishria Bird Financial Group, LLC | 0.33% | No change | 43,335 | $957K |
| Ritter Daniher Financial Advisory LLC / DE | 0.26% | Reduce -1.6% | 43,250 | $955K |
| St. Nicholas Private Asset Management, Inc. | 0.90% | Add +0.1% | 43,112 | $952K |
| Smartleaf Asset Management LLC | 0.09% | Add +43.4% | 42,868 | $941K |
| Stewardship Advisors, LLC | 0.25% | Add +10.7% | 42,623 | $941K |
| Lathrop Investment Management Co. | 0.19% | Add +22.9% | 42,490 | $938K |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -8.2% | 42,375 | $936K |
| Firestone Capital Management | 0.24% | Reduce -7.1% | 41,910 | $925K |
| Howard Bailey Securities, LLC | 0.31% | Add +154.2% | 41,744 | $922K |
| Orcam Financial Group | 0.86% | Add +0.7% | 41,711 | $921K |
| Jacobsen Capital Management | 0.40% | Add +0.7% | 41,491 | $916K |
| Howe & Rusling Inc. | 0.08% | Add +30.3% | 41,400 | $914K |
| Leading Edge Financial Planning LLC | 0.28% | Reduce -0.1% | 41,324 | $912K |
| Park Capital Management, LLC / WI | 1.06% | Reduce -9.5% | 41,152 | $909K |
| Noble Family Wealth, LLC | 0.25% | Reduce -2.0% | 40,905 | $903K |
| Walker Financial Services, Inc. | 0.47% | Reduce -2.0% | 40,810 | $901K |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +29.3% | 40,373 | $891K |
| Cambridge Advisors Inc. | 0.20% | No change | 40,362 | $891K |
| Cassaday & Co Wealth Management LLC | 0.03% | Reduce -29.3% | 40,332 | $891K |
| Evensky & Katz LLC | 0.06% | Reduce -0.2% | 40,309 | $890K |
| NewEdge Wealth, LLC | 0.02% | New | 40,222 | $888K |
| One Wealth Capital Management, LLC | 0.47% | No change | 40,096 | $885K |
| Beam Wealth Advisors, Inc. | 0.30% | Reduce -8.6% | 40,089 | $885K |
| Fisher Asset Management | 0.00% | New | 39,999 | $883K |
| Catalyst Financial Partners LLC | 0.16% | Add +48.8% | 39,870 | $880K |
| JFG Wealth Management, LLC | 0.20% | Reduce -49.3% | 39,855 | $880K |
| Farmers Trust Co. | 0.16% | Add +3.2% | 39,384 | $870K |
| Robinson Smith Wealth Advisors LLC | 0.72% | No change | 39,040 | $862K |
| Marietta Investment Partners LLC | 0.21% | Reduce -7.6% | 38,757 | $856K |
| Cura Wealth Advisors, LLC | 0.35% | No change | 38,754 | $856K |
| Mirador Capital Partners LP | 0.15% | Reduce -4.2% | 38,566 | $852K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.1% | 38,398 | $848K |
| Curio Wealth, LLC | 0.44% | Reduce -100.0% | 4 | $847K |
| Alternative Investment Advisors, LLC. | 0.44% | Reduce -2.9% | 38,021 | $839K |
| Franklin Resources Inc. | 0.00% | Reduce -0.3% | 37,971 | $838K |
| Gibson Capital, LLC | 0.18% | New | 37,915 | $837K |
| Sheaff Brock Investment Advisors, LLC | 0.08% | No change | 37,800 | $835K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -9.2% | 37,635 | $831K |
| StoneX Group Inc. | 0.04% | Add +5.0% | 36,874 | $814K |
| Nalls Sherbakoff Group, LLC | 0.66% | — | 36,819 | $813K |
| Praetorian Wealth Management, Inc. | 0.20% | No change | 36,711 | $811K |
| Gainplan LLC | 0.53% | Add +2.5% | 36,679 | $810K |
| FF Advisors,LLC | 0.46% | No change | 36,210 | $804K |
| Transform Wealth, LLC | 0.05% | Reduce -2.6% | 36,168 | $799K |
| Victory Financial Group, LLC | 0.15% | Add +3.6% | 36,080 | $797K |
| Serenus Wealth Advisors, LLC | 0.13% | Reduce -0.1% | 44,687 | $793K |
| Oxford Financial Group, LTD. LLC | 0.06% | No change | 35,661 | $787K |
| Summit Asset Management, LLC | 0.14% | No change | 35,475 | $783K |
| Venture Visionary Partners LLC | 0.03% | Add +1.8% | 35,348 | $780K |
| Heritage Investment Group, Inc. | 0.15% | No change | 35,289 | $779K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -52.2% | 35,169 | $772K |
| Keystone Wealth Services, LLC | 0.21% | Add +0.1% | 34,900 | $771K |
| M&T Bank Corp | 0.00% | Add +47.7% | 34,775 | $768K |
| QRG Capital Management, Inc. | 0.01% | Add +8.2% | 34,675 | $766K |
| XML Financial, LLC | 0.07% | Add +0.4% | 34,357 | $759K |
| Compound Planning, Inc. | 0.03% | Add +8.7% | 34,244 | $756K |
| Trellis Wealth Advisors LLC | 0.37% | No change | 34,128 | $754K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -4.0% | 34,085 | $753K |
| Bridgewater Advisors Inc. | 0.07% | Add +6.4% | 34,280 | $751K |
| LifePlan Financial, LLC | 0.65% | Add +4.7% | 33,963 | $750K |
| Regal Investment Advisors LLC | 0.06% | Add +5.2% | 33,890 | $748K |
| Smith Salley Wealth Management | 0.05% | New | 33,887 | $748K |
| Horst & Graben Wealth Management LLC | 0.13% | Reduce -0.0% | 33,846 | $747K |
| Covington Investment Advisors Inc. | 0.12% | Add +7.8% | 33,745 | $745K |
| Cascade Financial Partners, LLC | 0.09% | Add +1.8% | 33,645 | $743K |
| Carnegie Investment Counsel | 0.02% | Add +2.5% | 37,144 | $739K |
| Root Financial Partners, LLC | 0.08% | Add +10.1% | 33,445 | $738K |
| Crux Wealth Advisors | 0.38% | Add +0.3% | 33,361 | $737K |
| Fiduciary Family Office, LLC | 0.24% | New | 33,177 | $733K |
| Kiley Juergens Wealth Management, LLC | 0.19% | Reduce -6.9% | 33,022 | $729K |
| Safeguard Financial, LLC | 0.16% | Add +0.2% | 32,715 | $722K |
| Klingman & Associates, LLC | 0.04% | Add +21.2% | 32,584 | $719K |
| Watershed Private Wealth LLC | 0.29% | Reduce 0.0% | 32,348 | $714K |
| Mgo One Seven LLC | 0.03% | Add +10.6% | 32,302 | $713K |
| Security Financial Services, INC. | 0.14% | No change | 32,187 | $711K |
| Parkside Financial Bank & Trust | 0.09% | Add +0.1% | 32,128 | $709K |
| CM Wealth Advisors LLC | 0.23% | No change | 32,124 | $709K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -2.1% | 31,867 | $704K |
| Greenleaf Trust | 0.01% | Reduce -9.6% | 31,836 | $703K |
| Rede Wealth, LLC | 0.25% | No change | 31,782 | $702K |
| Disciplined Investors, L.L.C. | 0.63% | Reduce -0.8% | 31,760 | $701K |
| Cypress Financial Planning LLC | 0.25% | Reduce -0.0% | 31,749 | $701K |
| Chesapeake Wealth Management | 0.25% | No change | 31,650 | $699K |
| Plante Moran Financial Advisors, LLC | 0.06% | Reduce -21.8% | 31,563 | $697K |
| Two Sigma Investments, LP | 0.00% | Reduce -92.3% | 30,936 | $683K |
| Investor's Fiduciary Advisor Network, LLC | 0.32% | Add +46.0% | 30,591 | $675K |
| Continuum Advisory, LLC | 0.09% | Reduce -23.2% | 30,530 | $674K |
| ARK & TLK Investments, LLC | 0.24% | Reduce -1.3% | 30,429 | $672K |
| Fulton Breakefield Broenniman LLC | 0.05% | Add +0.2% | 30,345 | $670K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -33.9% | 30,094 | $664K |
| Slow Capital, Inc. | 0.09% | Reduce -30.4% | 29,900 | $660K |
| Single Point Partners, LLC | 0.15% | Reduce -2.3% | 29,859 | $659K |
| Bedel Financial Consulting, Inc. | 0.09% | Reduce -1.5% | 29,770 | $658K |
| TrueWealth Advisors, LLC | 0.22% | No change | 29,757 | $657K |
| Davis Wealth Advisors, LLC | 0.74% | Reduce -2.4% | 29,654 | $655K |
| Your Advocates Ltd., LLP | 0.25% | Add +20.2% | 29,582 | $653K |
| Claro Advisors Inc. | 0.09% | Add +0.3% | 29,580 | $653K |
| WealthPLAN Partners, LLC | 0.09% | Reduce -2.1% | 29,474 | $651K |
| Tanglewood Wealth Management, Inc. | 0.07% | Reduce -2.3% | 29,249 | $646K |
| L. Roy Papp & Associates, LLP | 0.08% | No change | 29,211 | $645K |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -23.6% | 29,201 | $645K |
| Ironwood Investment Counsel, LLC | 0.11% | Add +0.0% | 29,182 | $644K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +19.6% | 28,936 | $639K |
| Ascent Group, LLC | 0.03% | Add +1.6% | 28,911 | $638K |
| TFR Capital, LLC. | 0.26% | Add +6.7% | 28,600 | $631K |
| Mason & Associates, LLC | 0.18% | No change | 28,581 | $631K |
| WestHill Financial Advisors, Inc. | 0.14% | No change | 28,386 | $627K |
| Foundation Wealth Management, LLC\PA | 0.30% | No change | 28,299 | $625K |
| Dana Investment Advisors, Inc. | 0.02% | Add +13.1% | 28,224 | $623K |
| Mitchell Sinkler & Starr | 0.17% | Add +45.5% | 28,223 | $623K |
| GS Investments, Inc. | 0.29% | Add +2.2% | 28,185 | $622K |
| Baird Financial Group, Inc. | 0.00% | Reduce -22.7% | 28,031 | $619K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +18.9% | 27,965 | $617K |
| Smith, Moore & Co. | 0.06% | No change | 27,843 | $615K |
| Revisor Wealth Management LLC | 0.27% | New | 27,738 | $612K |
| Oarsman Capital, Inc. | 0.11% | Add +4.0% | 27,676 | $611K |
| Associated Banc-Corp | 0.02% | Add +66.4% | 27,503 | $607K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +18.9% | 27,373 | $604K |
| BlackDiamond Wealth Management, LLC | 0.41% | Reduce -7.7% | 26,979 | $602K |
| Bessemer Group Inc. | 0.00% | Reduce -2.1% | 27,068 | $598K |
| Beaird Harris Wealth Management, LLC | 0.05% | Add +0.3% | 26,728 | $590K |
| Retirement Income Solutions, Inc. | 0.12% | No change | 26,700 | $590K |
| Independent Advisor Alliance | 0.02% | Reduce -12.9% | 26,695 | $589K |
| Founders Financial Securities LLC | 0.05% | New | 26,837 | $584K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Add +7.0% | 26,330 | $581K |
| Kelman-Lazarov, Inc. | 0.11% | New | 26,319 | $581K |
| New England Private Wealth Advisors LLC | 0.09% | Add +3.5% | 26,317 | $581K |
| Valtinson Bruner Financial Planning LLC | 0.20% | Add +2.1% | 26,166 | $578K |
| Harbour Investment Management LLC | 0.26% | No change | 26,034 | $575K |
| Goldstein Advisors, LLC | 0.08% | Add +25.4% | 25,993 | $574K |
| Hartline Investment Corp./ | 0.08% | Reduce -1.9% | 25,864 | $571K |
| Millennium Management | 0.00% | Add +76.7% | 25,821 | $570K |
| Evernest Financial Advisors, LLC | 0.20% | Add +0.2% | 25,716 | $568K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -62.8% | 25,632 | $566K |
| Cape Investment Advisory, Inc. | 0.23% | Reduce -10.0% | 25,630 | $566K |
| Fiduciary Alliance LLC | 0.06% | Add +3.6% | 25,606 | $565K |
| Rockbridge Investment Management, LCC | 0.07% | Reduce -2.1% | 25,513 | $563K |
| RFG Advisory, LLC | 0.01% | Reduce -49.3% | 25,172 | $556K |
| CreativeOne Wealth, LLC | 0.02% | Add +14.7% | 25,129 | $555K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 25,059 | $553K |
| Vertex Planning Partners, LLC | 0.12% | Add +0.0% | 25,051 | $553K |
| Wealth Group, Ltd. | 0.36% | Add +4.8% | 25,015 | $552K |
| Arkadios Wealth Advisors | 0.02% | New | 24,954 | $551K |
| GHP Investment Advisors, Inc. | 0.03% | Reduce -5.6% | 24,830 | $548K |
| Mission Creek Capital Partners, Inc. | 0.13% | No change | 82,127 | $548K |
| Brooklyn Investment Group | 0.12% | Add +1688.5% | 24,771 | $547K |
| Pasadena Private Wealth, LLC | 0.10% | New | 24,639 | $544K |
| Delta Financial Group, Inc. | 0.12% | No change | 23,878 | $544K |
| Gradient Investments LLC | 0.01% | New | 24,470 | $540K |
| Moseley Investment Management Inc. | 0.21% | Reduce -6.3% | 24,441 | $540K |
| FinDec Wealth Services, Inc. | 0.53% | Reduce -59.6% | 24,388 | $538K |
| Williams & Novak, LLC | 0.53% | No change | 24,270 | $538K |
| Acropolis Investment Management, LLC | 0.03% | No change | 23,990 | $530K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -1.5% | 23,833 | $526K |
| Resurgent Financial Advisors LLC | 0.32% | No change | 23,790 | $525K |
| Penobscot Wealth Management | 0.22% | Reduce -28.4% | 23,221 | $513K |
| First Manhattan Co. Llc. | 0.00% | No change | 23,106 | $510K |
| PDS Planning, Inc | 0.04% | New | 23,097 | $510K |
| Whipplewood Advisors, LLC | 0.30% | Reduce -87.7% | 2,953 | $510K |
| Means Investment Co., Inc. | 0.05% | No change | 22,976 | $507K |
| Gries Financial LLC | 0.10% | No change | 22,830 | $504K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -29.3% | 22,752 | $502K |
| Physician Wealth Advisors, Inc. | 0.09% | No change | 22,482 | $496K |
| Compass Planning Associates Inc | 0.50% | Add +0.3% | 22,371 | $494K |
| Heritage Financial Services, LLC | 0.05% | Reduce -28.7% | 22,274 | $492K |
| First County Bank | 0.27% | Reduce -3.5% | 22,271 | $492K |
| Parkside Advisors LLC | 0.12% | Reduce -2.4% | 22,206 | $490K |
| Pflug Koory, LLC | 0.27% | Reduce -0.7% | 22,096 | $488K |
| National Wealth Management Group, LLC | 0.32% | Add +23.2% | 22,046 | $487K |
| AlphaQ Advisors LLC | 1.16% | Reduce -2.7% | 21,954 | $485K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +5.0% | 21,941 | $484K |
| North Forty Two & Co. | 0.53% | No change | 21,870 | $483K |
| Gill Capital Partners, LLC | 0.17% | Reduce -17.9% | 21,804 | $481K |
| Financial Management Network Inc. | 0.11% | Add +8.7% | 24,049 | $478K |
| Aspect Partners, LLC | 0.27% | No change | 21,612 | $477K |
| Certuity, LLC | 0.05% | Add +0.0% | 21,368 | $472K |
| LCNB Corp. | 0.17% | No change | 21,126 | $466K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -22.2% | 21,124 | $466K |
| McDonald Partners LLC | 0.12% | No change | 20,957 | $463K |
| Altfest L J & Co. Inc. | 0.06% | Add +0.5% | 20,947 | $463K |
| Aaron Wealth Advisors LLC | 0.05% | Reduce -22.7% | 20,926 | $462K |
| DecisionPoint Financial, LLC | 0.13% | Add +50824.4% | 20,879 | $461K |
| Grey Ledge Advisors, LLC | 0.12% | Reduce 0.0% | 20,808 | $459K |
| Rockwood Wealth Management, LLC | 0.05% | Add +51.8% | 20,792 | $459K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 19,741 | $458K |
| Motive Wealth Advisors | 0.24% | Reduce -2.5% | 20,682 | $457K |
| Spreng Capital Management, Inc. | 0.21% | Reduce -18.6% | 20,677 | $457K |
| Ahl Investment Management, Inc. | 0.31% | No change | 20,640 | $456K |
| J. L. Bainbridge & Co., Inc. | 0.05% | Add +0.0% | 20,598 | $455K |
| ERn Financial, LLC | 0.07% | Reduce -0.1% | 20,585 | $455K |
| Nwam LLC | 0.04% | Reduce -8.4% | 20,230 | $447K |
| Retirement Guys Formula LLC | 0.22% | Reduce -2.8% | 20,191 | $446K |
| Signal Advisors Wealth, LLC | 0.04% | Add +55.2% | 20,092 | $444K |
| Martel Wealth Advisors LLC | 0.09% | Add +0.0% | 20,020 | $442K |
| Austin Wealth Management, LLC | 0.09% | Add +8.2% | 20,335 | $439K |
| Lesa Sroufe & Co | 0.44% | — | 19,825 | $438K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.1% | 19,808 | $437K |
| Bordeaux Wealth Advisors LLC | 0.08% | Reduce -0.4% | 19,735 | $436K |
| Morton Capital Management LLC | 0.08% | Reduce -1.9% | 19,734 | $436K |
| Arax Advisory Partners | 0.03% | Add +28.7% | 19,729 | $436K |
| Colton Groome Financial Advisors, LLC | 0.17% | New | 19,855 | $435K |
| Laurel Wealth Advisors LLC | 0.07% | Add +0.1% | 19,606 | $433K |
| Essex Bank | 0.11% | Add +2.4% | 19,542 | $431K |
| Landmark Wealth Management, LLC | 0.19% | Reduce -1.8% | 19,243 | $425K |
| Blue Trust, Inc. | 0.01% | Reduce -16.6% | 19,244 | $425K |
| DAVENPORT & Co LLC | 0.00% | Add +36.7% | 19,225 | $424K |
| NBT Bank, N.A. | 0.03% | Reduce -6.4% | 19,145 | $423K |
| Goepper Burkhardt LLC | 0.17% | No change | 18,990 | $419K |
| DDD Partners, LLC | 0.05% | No change | 18,929 | $418K |
| Members Trust Co | 0.01% | Add +34.2% | 18,800 | $415K |
| Cadent Capital Advisors, LLC | 0.16% | Add +0.1% | 18,750 | $414K |
| Symphony Financial, Ltd. Co. | 0.24% | Add +100.0% | 18,276 | $414K |
| City Center Advisors, LLC | 0.48% | Add +63.6% | 18,724 | $413K |
| Mather Group, Llc. | 0.00% | Reduce -18.6% | 18,585 | $410K |
| Crestmont Private Wealth LLC | 0.18% | Add +6.3% | 18,536 | $409K |
| MBE Wealth Management, LLC | 0.20% | Add +0.0% | 18,514 | $409K |
| Patten & Patten Inc. | 0.03% | Add +10.2% | 18,447 | $407K |
| Round Rock Advisors LLC | 0.08% | Reduce -65.2% | 18,371 | $406K |
| Basepoint Wealth LLC | 0.32% | No change | 18,336 | $405K |
| Waldron Private Wealth LLC | 0.02% | No change | 18,263 | $403K |
| Vident Advisory, LLC | 0.01% | Add +4.2% | 18,188 | $402K |
| Balanced Rock Investment Advisors LLC | 0.32% | Reduce -1.4% | 18,149 | $401K |
| Diversified Trust Co. | 0.01% | Add +20.9% | 18,062 | $399K |
| Carmel Capital Partners, LLC | 0.16% | Reduce -0.1% | 18,010 | $398K |
| Pioneer Trust Bank N A | 0.10% | No change | 18,000 | $397K |
| Arlington Financial Advisors, LLC | 0.07% | Add +0.3% | 17,984 | $397K |
| Trek Financial, LLC | 0.03% | Add +64.3% | 17,867 | $394K |
| Grantvest Financial Group LLC | 0.32% | Reduce -4.2% | 17,862 | $394K |
| Pathway Financial Advisors LLC | 0.07% | No change | 17,838 | $394K |
| WPG Advisers, LLC | 0.37% | Reduce -29.9% | 17,829 | $394K |
| TPG Advisors LLC | 0.31% | Add +0.1% | 17,815 | $393K |
| Acas, LLC | 0.30% | Add +19.9% | 17,814 | $393K |
| Bellevue Asset Management, LLC | 0.21% | No change | 17,786 | $393K |
| Geometric Wealth Advisors | 0.07% | Reduce -0.3% | 17,746 | $392K |
| Weik Capital Management | 0.16% | Add +16.0% | 17,745 | $392K |
| Armor Investment Advisors, LLC | 0.16% | No change | 17,694 | $391K |
| Triad Wealth Partners, LLC | 0.12% | Reduce -22.5% | 17,663 | $390K |
| Connecticut Wealth Management, LLC | 0.02% | New | 17,659 | $390K |
| Trust Point Inc. | 0.04% | New | 17,640 | $389K |
| D.A. Davidson & Co. | 0.00% | Add +5.2% | 17,631 | $389K |
| Signal Tree Financial Partners LLC | 0.39% | No change | 17,607 | $389K |
| LexAurum Advisors, LLC | 0.07% | Add +6.0% | 17,593 | $388K |
| Forum Financial Management, LP | 0.01% | New | 17,466 | $386K |
| LifeWealth Investments, LLC | 0.19% | New | 17,454 | $385K |
| Rf&l Wealth Management, LLC | 0.28% | Add +0.0% | 17,436 | $385K |
| Peak Asset Management, LLC | 0.07% | Reduce -12.9% | 17,430 | $385K |
| Empirical Asset Management, LLC | 0.13% | Reduce -0.0% | 17,418 | $385K |
| Brio Consultants, LLC | 0.06% | Add +0.4% | 17,411 | $384K |
| Riverview Capital Advisers, LLC | 0.12% | Add +0.3% | 17,336 | $383K |
| Aspire Capital Advisors LLC | 0.11% | Reduce -35.6% | 17,314 | $382K |
| Mainstay Capital Management LLC | 0.05% | Reduce -4.7% | 17,292 | $382K |
| Heartwood Wealth Advisors LLC | 0.04% | Reduce -12.4% | 17,271 | $381K |
| Principal Financial Group Inc. | 0.00% | Reduce -28.0% | 17,192 | $380K |
| Penobscot Investment Management Company, Inc. | 0.04% | Reduce -0.2% | 17,100 | $378K |
| Flagship Private Wealth, LLC | 0.18% | No change | 17,021 | $376K |
| Hudock, Inc. | 0.07% | Add +0.1% | 16,902 | $373K |
| Tobias Financial Advisors, Inc. | 0.07% | Add +41.9% | 16,881 | $373K |
| Lafayette Investments, Inc. | 0.08% | Add +1.1% | 16,866 | $372K |
| Aprio Wealth Management, LLC | 0.05% | Add +0.2% | 16,821 | $371K |
| Northeast Financial Consultants Inc | 0.02% | No change | 16,800 | $371K |
| Nautilus Advisors LLC | 0.30% | No change | 16,656 | $368K |
| Regimen Wealth, LLC | 0.12% | Add +3.0% | 16,634 | $367K |
| DHJJ Financial Advisors, Ltd. | 0.15% | Reduce -13.6% | 16,584 | $366K |
| Plan A Wealth LLC | 0.28% | Add +18.4% | 16,562 | $366K |
| Wealthcare Capital Partners, LLC | 0.19% | Reduce -1.2% | 16,534 | $365K |
| Citadel Advisors | 0.00% | No change | 16,518 | $365K |
| ProVise Management Group, LLC | 0.03% | Reduce -3.2% | 16,504 | $364K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | Reduce -58.1% | 16,485 | $364K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -11.0% | 17,194 | $362K |
| Sonoma Private Wealth LLC | 0.50% | No change | 16,392 | $362K |
| Bright Financial Advisors, Inc. | 0.22% | Add +0.3% | 16,244 | $359K |
| Joel Isaacson & Co., LLC | 0.02% | Add +2.9% | 16,198 | $358K |
| Highland Capital Management, LLC | 0.02% | Add +1.2% | 16,141 | $356K |
| Capstone Financial Advisors, Inc. | 0.02% | Add +1.4% | 16,094 | $355K |
| Pinnacle Bancorp, Inc. | 0.12% | No change | 15,972 | $353K |
| Seaside Wealth Management, Inc. | 0.12% | No change | 15,852 | $350K |
| Capital Investment Counsel, LLC | 0.06% | Reduce -16.2% | 15,849 | $350K |
| Centaurus Financial, Inc. | 0.02% | Add +3.6% | 15,796 | $349K |
| CENTRAL TRUST Co | 0.01% | No change | 15,804 | $349K |
| JDM Financial Group LLC | 0.18% | Add +0.3% | 15,802 | $349K |
| Collective Family Office LLC | 0.09% | No change | 15,720 | $347K |
| BSW Wealth Partners | 0.05% | Reduce -6.0% | 15,711 | $347K |
| N.E.W. Advisory Services LLC | 0.03% | Add +0.1% | 15,665 | $346K |
| Aspire Growth Partners LLC | 0.31% | Add +0.3% | 15,520 | $344K |
| Certior Financial Group, LLC | 0.28% | Reduce -20.1% | 15,518 | $343K |
| Aspen Capital Management, LLC | 0.11% | — | 15,512 | $343K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -15.9% | 15,397 | $340K |
| Southeast Asset Advisors, LLC | 0.04% | Add +9.6% | 15,366 | $339K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -7.6% | 15,342 | $339K |
| Guyasuta Investment Advisors Inc. | 0.02% | New | 15,324 | $338K |
| Francis Financial, Inc. | 0.08% | Reduce -28.0% | 15,288 | $338K |
| Modus Advisors, LLC | 0.11% | Reduce -4.2% | 15,256 | $337K |
| Global Assets Advisory, LLC | 0.06% | New | 15,921 | $334K |
| Romano Brothers and Company | 0.04% | Add +0.6% | 15,096 | $333K |
| BIP Wealth, LLC | 0.02% | No change | 15,060 | $333K |
| Soltis Investment Advisors LLC | 0.03% | Add +28.5% | 15,053 | $332K |
| Financial Life Advisors | 0.12% | No change | 15,000 | $331K |
| Hexagon Capital Partners LLC | 0.06% | Add +18.0% | 14,872 | $328K |
| Burton Enright Welch | 0.07% | New | 14,848 | $328K |
| Westshore Wealth, LLC | 0.14% | Add +0.3% | 14,739 | $325K |
| Family Investment Center, Inc. | 0.08% | Add +18.1% | 14,715 | $325K |
| Capital Planning LLC | 0.09% | Reduce -53.1% | 14,625 | $323K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +20.0% | 14,610 | $323K |
| Fairway Wealth LLC | 0.12% | Add +46.7% | 14,373 | $317K |
| SMART Wealth LLC | 0.11% | New | 14,368 | $317K |
| Sound Stewardship, LLC | 0.18% | Reduce -3.0% | 14,350 | $317K |
| Lighthouse Wealth Management Inc. | 0.29% | No change | 14,202 | $314K |
| Plum Street Advisors, LLC | 0.15% | No change | 14,174 | $313K |
| Verity & Verity, LLC | 0.03% | No change | 14,173 | $313K |
| Financial Designs Corp | 0.22% | No change | 14,172 | $313K |
| FC Advisory LLC | 0.11% | Reduce -3.5% | 14,134 | $312K |
| Fiducient Advisors LLC | 0.04% | New | 14,124 | $312K |
| GoalVest Advisory LLC | 0.09% | Reduce -7.8% | 14,100 | $311K |
| Ellenbecker Investment Group | 0.06% | Add +1.4% | 14,041 | $310K |
| GeoWealth Management, LLC | 0.01% | Add +44.8% | 13,986 | $309K |
| Fusion Capital, LLC | 0.12% | Reduce -3.8% | 13,962 | $308K |
| TRUE Private Wealth Advisors | 0.04% | No change | 13,950 | $308K |
| CFO4Life Group, LLC | 0.05% | Reduce -24.2% | 13,946 | $308K |
| Diversified Investment Strategies, LLC | 0.21% | Reduce -8.5% | 13,937 | $308K |
| Titleist Asset Management, LLC | 0.04% | No change | 13,901 | $307K |
| Northern Financial Advisors Inc | 0.25% | Add +4.3% | 13,856 | $306K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 13,853 | $306K |
| Curtis Advisory Group, LLC | 0.09% | Add +0.1% | 13,812 | $305K |
| Fairman Group, LLC | 0.28% | Add +53.8% | 20,227 | $305K |
| SeaBridge Investment Advisors LLC | 0.07% | No change | 13,800 | $305K |
| Panoramic Investment Advisors, LLC | 0.21% | Add +0.2% | 13,789 | $304K |
| TCI Wealth Advisors, Inc. | 0.02% | Reduce -2.3% | 13,744 | $303K |
| Wulff, Hansen & Co. | 0.28% | Add +1.2% | 12,100 | $303K |
| Mayport, LLC | 0.08% | Reduce -1.8% | 13,623 | $301K |
| Eastern Bank | 0.01% | No change | 13,590 | $300K |
| Montag A & Associates Inc. | 0.01% | No change | 13,584 | $300K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 13,563 | $299K |
| Builder Investment Group Inc. | 0.08% | Reduce -0.8% | 13,522 | $299K |
| GK Wealth Management LLC | 0.37% | New | 13,471 | $297K |
| Money Concepts Capital Corp. | 0.02% | Reduce -87.8% | 13,457 | $297K |
| Wagner Wealth Management, LLC | 0.07% | Add +0.7% | 13,416 | $296K |
| Trexquant Investment LP | 0.00% | New | 13,412 | $296K |
| BOS Asset Management, LLC | 0.10% | No change | 13,332 | $294K |
| Peterson Wealth Management | 0.20% | No change | 13,320 | $294K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -23.5% | 13,278 | $293K |
| Novus Advisors, LLC | 0.29% | Add +0.3% | 13,228 | $292K |
| Macroview Investment Management LLC | 0.28% | Reduce -1.4% | 13,220 | $292K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -16.5% | 13,107 | $289K |
| Palouse Capital Management, Inc. | 0.20% | Reduce -0.1% | 13,090 | $289K |
| May Hill Capital, LLC | 0.11% | Add +0.3% | 13,041 | $288K |
| GEM Asset Management, LLC | 0.16% | Add +0.5% | 12,927 | $287K |
| Clarity Financial LLC | 0.03% | No change | 12,945 | $286K |
| Rinkey Investments | 0.09% | Reduce -0.2% | 12,943 | $286K |
| Bowman & Co S.C. | 0.14% | Add +0.3% | 12,936 | $286K |
| Motco | 0.03% | No change | 12,894 | $285K |
| Opus Capital Group, LLC | 0.04% | No change | 12,864 | $284K |
| Aviance Capital Partners, LLC | 0.04% | Add +20.1% | 12,842 | $284K |
| Costello Asset Management, INC | 0.11% | New | 12,808 | $283K |
| Eagle Harbor Asset Management Inc. | 0.29% | Add +0.1% | 12,802 | $283K |
| Rothschild Investment LLC | 0.02% | Add +0.0% | 12,767 | $282K |
| Stonebridge Capital Advisors LLC | 0.02% | Add +22.0% | 12,759 | $282K |
| Oppenheimer Asset Management Inc. | 0.00% | No change | 12,756 | $282K |
| Narwhal Capital Management | 0.03% | Add +28.4% | 12,725 | $281K |
| Clearstead Trust, LLC | 0.06% | No change | 12,678 | $280K |
| Bennett Selby Investments LP | 0.11% | No change | 12,612 | $278K |
| Dumont & Blake Investment Advisors LLC | 0.08% | Reduce -30.6% | 12,610 | $278K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | No change | 12,600 | $278K |
| Tiemann Investment Advisors, LLC | 0.13% | Reduce -1.9% | 12,560 | $277K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -2.9% | 12,544 | $277K |
| Insigneo Advisory Services, LLC | 0.03% | Add +17.2% | 12,391 | $274K |
| CPC Advisors, LLC | 0.04% | No change | 12,381 | $273K |
| Mattson Financial Services, LLC | 0.08% | Add +3222.3% | 12,359 | $273K |
| Morton Brown Family Wealth, LLC | 0.09% | No change | 12,336 | $272K |
| Cadence Wealth Management LLC | 0.20% | Add +7.3% | 12,294 | $271K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -6.1% | 12,230 | $270K |
| Rollins Financial Advisors, LLC | 0.05% | No change | 12,183 | $269K |
| McAlister, Sweet & Associates, Inc. | 0.20% | New | 12,123 | $268K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.2% | 12,120 | $268K |
| FSA Advisors, Inc. | 0.21% | Reduce -0.6% | 12,056 | $266K |
| Ritholtz Wealth Management | 0.01% | Add +10.3% | 12,008 | $265K |
| Advisor Resource Council | 0.02% | New | 16,718 | $265K |
| Burling Wealth Partners, LLC | 0.06% | No change | 11,988 | $265K |
| Foguth Wealth Management, LLC. | 0.06% | New | 11,903 | $263K |
| Clarity Wealth Advisors, LLC | 0.07% | Reduce -2.1% | 11,835 | $261K |
| JSF Financial, LLC | 0.07% | New | 11,768 | $260K |
| Falcon Wealth Planning | 0.03% | Add +0.1% | 11,628 | $257K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -1.2% | 11,628 | $257K |
| My Legacy Advisors, LLC | 0.10% | Add +3.4% | 11,615 | $256K |
| Colonial Trust Co / SC | 0.04% | No change | 11,567 | $255K |
| Smithfield Trust Co | 0.01% | No change | 11,478 | $255K |
| TFB Advisors LLC | 0.07% | Add +0.3% | 11,313 | $250K |
| Summit Investment Advisory Services, LLC | 0.12% | Reduce -25.4% | 11,280 | $249K |
| Fifth Third Bancorp | 0.00% | Add +33.1% | 11,275 | $249K |
| Breakthru Advisory Services, LLC | 0.38% | New | 11,217 | $248K |
| MKD Wealth Coaches, LLC | 0.28% | Reduce -8.7% | 11,209 | $248K |
| Investment Planning Advisors, Inc. | 0.10% | Add +4.3% | 11,190 | $247K |
| Cardinal Point Capital Management ULC | 0.02% | New | 11,147 | $246K |
| Sound Income Strategies, LLC | 0.01% | Add +33.6% | 11,068 | $244K |
| Strategic Planning Group, LLC | 0.05% | Add +0.3% | 11,064 | $244K |
| One Day In July LLC | 0.02% | Add +24.9% | 11,006 | $243K |
| PTM Wealth Management, LLC | 0.26% | — | 12,369 | $242K |
| Index Fund Advisors, Inc. | 0.01% | Reduce -25.9% | 10,948 | $242K |
| Alpha Cubed Investments, LLC | 0.01% | New | 10,901 | $241K |
| Peterson Wealth Advisors, LLC | 0.05% | Add +6.3% | 12,097 | $241K |
| Pandora Wealth, Inc. | 0.16% | — | 10,872 | $240K |
| Womack Financial LLC | 0.22% | Reduce -18.6% | 10,871 | $240K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 10,865 | $240K |
| IAG Wealth Partners, LLC | 0.04% | Reduce -41.0% | 10,856 | $240K |
| Delta Investment Management, LLC | 0.05% | Add +7.4% | 10,834 | $239K |
| CRA Financial Services, LLC | 0.04% | New | 10,793 | $238K |
| Brown Wealth Management, LLC | 0.08% | Add +0.1% | 10,784 | $238K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -27.3% | 10,703 | $236K |
| Diversified Portfolios, Inc. | 0.02% | Add +14.7% | 10,695 | $236K |
| Mindset Wealth Management, LLC | 0.09% | New | 10,671 | $236K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 10,716 | $235K |
| Orin Green Financial, LLC | 0.11% | New | 11,574 | $235K |
| BLB&B Advisors, LLC | 0.01% | New | 10,634 | $235K |
| William Howard & Co Financial Advisors Inc | 0.22% | Add +0.3% | 10,628 | $235K |
| SP Asset Management LLC | 0.02% | Add +0.0% | 10,603 | $234K |
| Johnson Financial Group, Inc. | 0.01% | No change | 10,590 | $234K |
| Composition Wealth, LLC | 0.00% | Reduce -58.7% | 10,585 | $234K |
| Global Wealth Strategies & Associates | 0.07% | Add +1.0% | 10,558 | $233K |
| Accredited Investors Inc. | 0.01% | Add +0.1% | 10,543 | $233K |
| Eley Financial Management, Inc | 0.09% | No change | 10,497 | $233K |
| Ewa, LLC | 0.09% | Reduce -6.1% | 10,470 | $231K |
| High Net Worth Advisory Group LLC | 0.07% | Add +19.9% | 10,466 | $231K |
| Guardian Wealth Advisors, LLC | 0.15% | No change | 10,346 | $228K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -1.7% | 10,296 | $227K |
| Intrua Financial, LLC | 0.04% | Reduce -7.5% | 10,239 | $226K |
| Advisory Alpha, LLC | 0.01% | New | 10,237 | $226K |
| Shaker Investments LLC | 0.11% | Add +0.2% | 10,209 | $225K |
| Fort Point Capital Partners LLC | 0.03% | New | 10,202 | $225K |
| Pinney & Scofield, Inc. | 0.16% | No change | 10,197 | $225K |
| RAM Investment Partners, LLC | 0.06% | No change | 10,149 | $224K |
| Telos Capital Management, Inc. | 0.02% | New | 10,108 | $223K |
| Capital Wealth Alliance, LLC | 0.13% | New | 10,093 | $223K |
| Busey Bank | 0.01% | New | 10,091 | $223K |
| SevenBridge Financial Group, LLC | 0.04% | Reduce -10.7% | 9,656 | $223K |
| Apella Capital, LLC | 0.01% | No change | 10,299 | $221K |
| Choate Investment Advisors | 0.01% | No change | 9,963 | $220K |
| Fairvoy Private Wealth, LLC | 0.06% | Reduce -7.8% | 9,931 | $219K |
| Prevail Innovative Wealth Advisors, LLC | 0.06% | Reduce -49.7% | 9,927 | $219K |
| Traynor Capital Management, Inc. | 0.02% | New | 9,894 | $218K |
| Sensible Money, LLC | 0.09% | No change | 9,884 | $218K |
| Beacon Financial Group | 0.02% | Add +4.2% | 9,875 | $218K |
| Salomon & Ludwin, LLC | 0.02% | No change | 9,864 | $218K |
| Meridian Investment Counsel Inc. | 0.06% | Add +0.1% | 9,839 | $217K |
| Madison Wealth Partners, Inc | 0.05% | Reduce -0.4% | 9,816 | $217K |
| Penney Financial, LLC | 0.14% | No change | 9,816 | $217K |
| Fearless Solutions, LLC dba Best Invest | 0.17% | No change | 9,795 | $216K |
| Robbins Farley | 0.11% | Reduce -2.8% | 9,786 | $216K |
| Great Lakes Retirement, Inc. | 0.03% | New | 9,760 | $216K |
| SteelPeak Wealth, LLC | 0.01% | New | 9,738 | $215K |
| Shira Ridge Wealth Management | 0.11% | No change | 9,735 | $215K |
| Advisors Capital Management, LLC | 0.00% | Reduce -2.1% | 9,720 | $215K |
| Fortress Wealth Management, Inc. | 0.11% | No change | 9,666 | $213K |
| Independent Wealth Network Inc. | 0.09% | Reduce -7.2% | 9,659 | $213K |
| UNIVEST FINANCIAL Corp | 0.01% | Add +0.0% | 9,624 | $212K |
| Segment Wealth Management, LLC | 0.01% | No change | 9,606 | $212K |
| Black Swift Group, LLC | 0.05% | No change | 9,578 | $211K |
| Haven Private, LLC | 0.12% | Add +1.8% | 9,551 | $211K |
| Financial Advisory Corp | 0.03% | Add +1.1% | 9,485 | $209K |
| Patrick M Sweeney & Associates, Inc. | 0.16% | Add +0.0% | 9,465 | $209K |
| M3 Advisory Group, LLC | 0.16% | No change | 9,388 | $207K |
| Fiduciary Financial Group, LLC | 0.04% | Add +0.3% | 9,980 | $207K |
| Capital Wealth Planning, LLC | 0.00% | Reduce -31.7% | 9,349 | $206K |
| Welch Group, LLC | 0.01% | No change | 9,378 | $206K |
| LifeSteps Financial, Inc. | 0.17% | Reduce -6.7% | 9,258 | $204K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -5.9% | 9,258 | $204K |
| Howard Capital Management Group, LLC | 0.02% | No change | 9,234 | $204K |
| Inlight Wealth Management, LLC | 0.13% | New | 9,199 | $203K |
| Sierra Summit Advisors LLC | 0.04% | Reduce -38.8% | 9,173 | $203K |
| Stephens Inc. | 0.00% | New | 9,159 | $202K |
| Cottage Street Advisors LLC | 0.10% | Add +0.3% | 9,150 | $202K |
| Pegasus Asset Management, Inc. | 0.08% | Reduce -5.6% | 9,129 | $202K |
| Bogart Wealth, LLC | 0.01% | Reduce -4.9% | 8,940 | $197K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -0.5% | 8,469 | $187K |
| Pin Oak Investment Advisors Inc. | 0.14% | Add +200.0% | 6,000 | $186K |
| SYM FINANCIAL Corp | 0.02% | No change | 8,208 | $181K |
| Legacy Bridge, LLC | 0.10% | Add +0.0% | 8,058 | $178K |
| Beacon Capital Management, LLC | 0.02% | Add +0.3% | 7,988 | $176K |
| Accent Capital Management, LLC | 0.10% | No change | 7,500 | $166K |
| FWL Investment Management, LLC | 0.06% | Reduce -16.3% | 7,367 | $163K |
| UMB Bank, n.a. | 0.00% | No change | 7,200 | $159K |
| Stonebridge Financial Group, LLC | 0.02% | Add +1.1% | 7,154 | $158K |
| Lindbrook Capital, LLC | 0.01% | No change | 6,846 | $151K |
| Murphy & Mullick Capital Management Corp | 0.14% | No change | 6,759 | $149K |
| Barnes Dennig Private Wealth Management LLC | 0.22% | — | 6,546 | $145K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 6,072 | $141K |
| Pinnacle Financial Partners Inc | 0.00% | Add +200.0% | 6,000 | $139K |
| NWK Group, Inc. | 0.06% | Reduce -11.6% | 6,241 | $138K |
| Ogorek Anthony Joseph /NY/ | 0.05% | Add +2683.0% | 6,206 | $137K |
| Contravisory Investment Management, Inc. | 0.03% | Reduce -14.7% | 6,148 | $136K |
| Coston, McIsaac & Partners | 0.04% | No change | 5,943 | $131K |
| Archer Investment Corp | 0.03% | Add +0.3% | 5,892 | $130K |
| Greenline Partners, LLC | 0.02% | Add +334.5% | 24,608 | $125K |
| Atticus Wealth Management, LLC | 0.04% | Add +2.9% | 5,543 | $122K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 5,472 | $121K |
| Lowe Wealth Advisors, LLC | 0.05% | No change | 5,388 | $119K |
| Carolinas Wealth Consulting LLC | 0.03% | Reduce -0.0% | 5,319 | $117K |
| Gables Capital Management Inc. | 0.05% | No change | 5,025 | $111K |
| Heritage Wealth Advisors | 0.01% | Reduce -2.9% | 4,976 | $110K |
| Olistico Wealth, LLC | 0.07% | No change | 4,905 | $108K |
| Trivant Custom Portfolio Group, LLC | 0.06% | No change | 4,800 | $106K |
| Stephens Consulting, LLC | 0.03% | No change | 4,661 | $103K |
| Kathleen S. Wright Associates Inc. | 0.04% | No change | 4,518 | $100K |
| Future Financial Wealth Managment LLC | 0.07% | No change | 4,500 | $99K |
| Dagco, Inc. | 0.03% | New | 4,500 | $99K |
| Richards, Merrill & Peterson, Inc. | 0.05% | No change | 4,419 | $98K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 4,328 | $96K |
| Frazier Financial Advisors, LLC | 0.07% | Add +121.1% | 4,316 | $95K |
| Tucker Asset Management LLC | 0.03% | Reduce -4.8% | 4,257 | $94K |
| Rossby Financial, LCC | 0.04% | New | 4,287 | $93K |
| Millstone Evans Group, LLC | 0.06% | No change | 4,200 | $93K |
| Promus Capital, LLC | 0.07% | No change | 4,158 | $92K |
| Sunbelt Securities, Inc. | 0.01% | Add +34.7% | 4,136 | $91K |
| Integrity Financial Corp | 0.05% | No change | 4,041 | $89K |
| North Star Investment Management Corp. | 0.01% | Add +0.3% | 3,987 | $88K |
| Glassman Wealth Services | 0.01% | No change | 3,702 | $82K |
| Center for Financial Planning, Inc. | 0.01% | New | 3,688 | $81K |
| Rice Partnership, LLC | 0.02% | Reduce -2.0% | 3,453 | $76K |
| High Note Wealth, LLC | 0.02% | No change | 3,312 | $73K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,099 | $68K |
| St Germain D J Co. Inc. | 0.00% | New | 3,051 | $67K |
| Compass Wealth Management LLC | 0.02% | New | 3,006 | $66K |
| CGC Financial Services, LLC | 0.03% | No change | 3,000 | $66K |
| Avion Wealth | 0.02% | No change | 2,728 | $63K |
| American Capital Advisory, LLC | 0.03% | Add +0.3% | 2,731 | $60K |
| Fortitude Family Office, LLC | 0.02% | No change | 2,730 | $60K |
| Capital A Wealth Management, LLC | 0.06% | Reduce -9.0% | 2,728 | $60K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -52.8% | 2,721 | $60K |
| Citizens National Bank Trust Department | 0.01% | No change | 2,688 | $59K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 2,665 | $59K |
| Sierra Ocean, LLC | 0.05% | No change | 2,633 | $58K |
| HM Payson & Co. | 0.00% | No change | 2,628 | $58K |
| TFC Financial Management, Inc. | 0.01% | Add +0.2% | 2,488 | $55K |
| Strategic Investment Solutions, Inc. | 0.02% | Reduce -17.6% | 2,453 | $54K |
| McIlrath & Eck, LLC | 0.01% | No change | 2,448 | $54K |
| Davis Capital Management | 0.04% | No change | 2,442 | $54K |
| Balentine LLC | 0.00% | No change | 2,349 | $52K |
| Bokf, NA | 0.00% | Add +23.1% | 2,172 | $48K |
| GW&K Investment Management, LLC | 0.00% | No change | 2,136 | $47K |
| Financial Perspectives, Inc | 0.02% | No change | 2,123 | $47K |
| TruNorth Capital Management, LLC | 0.01% | No change | 2,112 | $47K |
| Prestige Wealth Management Group LLC | 0.01% | Reduce -28.6% | 2,100 | $46K |
| Tsfg, LLC | 0.01% | No change | 2,025 | $45K |
| Accredited Wealth Management, LLC | 0.04% | No change | 2,031 | $45K |
| Valued Wealth Advisors LLC | 0.03% | New | 1,962 | $43K |
| City State Bank | 0.01% | No change | 1,878 | $41K |
| Smallwood Wealth Investment Management, LLC | 0.03% | New | 1,859 | $41K |
| Guardian Wealth Management, Inc. | 0.03% | Add +0.1% | 1,824 | $40K |
| Operose Advisors LLC | 0.01% | No change | 1,734 | $38K |
| HighMark Wealth Management LLC | 0.02% | Add +0.3% | 1,724 | $38K |
| PSI Advisors, LLC | 0.01% | No change | 1,722 | $38K |
| MorganRosel Wealth Management, LLC | 0.01% | New | 1,653 | $36K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Add +864.5% | 1,630 | $36K |
| Bridge Generations Wealth Management LLC | 0.02% | Add +238.7% | 1,592 | $35K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 1,524 | $34K |
| GAMMA Investing LLC | 0.00% | No change | 1,481 | $33K |
| Private Wealth Management Group, LLC | 0.01% | No change | 1,422 | $31K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,416 | $31K |
| West Paces Advisors Inc. | 0.01% | No change | 1,406 | $31K |
| Transce3nd, LLC | 0.01% | Reduce -98.2% | 1,399 | $31K |
| Bellwether Advisors, LLC | 0.01% | Add +0.3% | 1,387 | $31K |
| Delta Asset Management LLC | 0.00% | No change | 1,350 | $30K |
| IFS Advisors, LLC | 0.02% | Add +0.3% | 1,310 | $29K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.3% | 1,303 | $29K |
| Versant Capital Management, Inc | 0.00% | Add +0.3% | 1,265 | $28K |
| Orion Capital Management LLC | 0.01% | New | 1,214 | $27K |
| Prudent Man Investment Management, Inc. | 0.01% | No change | 1,127 | $26K |
| Harbor Investment Advisory, LLC | 0.00% | New | 1,127 | $25K |
| SIMA Wealth Partners, LLC | 0.02% | Add +150.4% | 1,122 | $25K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,050 | $23K |
| WealthCollab, LLC | 0.01% | No change | 1,038 | $23K |
| Cornerstone Planning Group LLC | 0.01% | Add +34.8% | 1,069 | $23K |
| Westside Investment Management, Inc. | 0.00% | Add +20.8% | 994 | $22K |
| Key Financial Inc | 0.00% | Add +83.7% | 992 | $22K |
| New Republic Capital, LLC | 0.01% | No change | 978 | $22K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 900 | $20K |
| Hamilton Point Investment Advisors, LLC | 0.00% | Reduce -39.7% | 894 | $20K |
| Marshall Investment Management, LLC | 0.01% | Add +200.0% | 888 | $20K |
| Briaud Financial Planning Inc | 0.01% | No change | 903 | $19K |
| Runnymede Capital Advisors, Inc. | 0.02% | No change | 852 | $19K |
| POM Investment Strategies, LLC | 0.02% | No change | 810 | $18K |
| NFSG Corp | 0.00% | Reduce -49.3% | 778 | $17K |
| Pineridge Advisors LLC | 0.01% | Add +38.1% | 739 | $16K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 678 | $15K |
| Lord & Richards Wealth Management, LLC | 0.02% | New | 669 | $15K |
| Park Square Financial Group, LLC | 0.01% | Add +462.2% | 669 | $15K |
| Ameriflex Group, Inc. | 0.01% | No change | 660 | $15K |
| Rise Advisors, LLC | 0.01% | Reduce -53.8% | 652 | $14K |
| Topsail Wealth Management, LLC | 0.00% | No change | 630 | $14K |
| Angeles Wealth Management, LLC | 0.00% | New | 627 | $14K |
| Horrell Capital Management, Inc. | 0.01% | No change | 606 | $13K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 600 | $13K |
| Hopwood Financial Services, Inc. | 0.01% | No change | 507 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -16.4% | 490 | $11K |
| Main Management LLC | 0.00% | No change | 456 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 444 | $10K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 441 | $10K |
| Pacifica Partners Inc. | 0.00% | No change | 450 | $10K |
| Dunhill Financial, LLC | 0.00% | Add +26.4% | 417 | $9K |
| FSA Wealth Management LLC | 0.00% | Add +0.3% | 403 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 387 | $9K |
| First Horizon Advisors, Inc. | 0.00% | Add +120.7% | 331 | $7K |
| Quadrant Capital Group LLC | 0.00% | No change | 324 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 300 | $7K |
| Atmos Advisory, LLC | 0.00% | Reduce -19.4% | 295 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 278 | $6K |
| HFM Investment Advisors, LLC | 0.00% | — | 274 | $6K |
| Decker Retirement Planning Inc. | 0.00% | Add +206.7% | 273 | $6K |
| Painted Porch Advisors LLC | 0.00% | No change | 252 | $6K |
| Kiker Wealth Management, LLC | 0.00% | New | 243 | $5K |
| MTM Investment Management, LLC | 0.00% | New | 240 | $5K |
| Tompkins Financial Corp. | 0.00% | No change | 237 | $5K |
| Hemington Wealth Management | 0.00% | No change | 243 | $5K |
| Hanson & Doremus Investment Management | 0.00% | No change | 240 | $5K |
| CX Institutional | 0.00% | New | 228 | $5K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 225 | $5K |
| Tidemark, LLC | 0.00% | No change | 222 | $5K |
| Virtus Advisers, LLC | 0.00% | New | 195 | $4K |
| Cheviot Value Management, LLC | 0.00% | New | 191 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 192 | $4K |
| Graney & King, LLC | 0.00% | Add +0.6% | 159 | $4K |
| Founders Financial Alliance, LLC | 0.00% | No change | 144 | $3K |
| Keener Financial Planning LLC | 0.00% | No change | 138 | $3K |
| PFC Capital Group, Inc. | 0.00% | New | 149 | $3K |
| Tower View Wealth Management LLC | 0.00% | New | 132 | $3K |
| Hoey Investments, Inc. | 0.00% | Add +200.0% | 129 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 117 | $3K |
| DB Fitzpatrick & Co, Inc | 0.00% | New | 86 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 86 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +105.7% | 72 | $2K |
| Trust Co. of Vermont | 0.00% | Add +360.0% | 69 | $2K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 54 | $1K |
| Roble, Belko & Company, Inc | 0.00% | New | 25 | $1K |
| TCTC Holdings, LLC | 0.00% | No change | 39 | $861 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 24 | $534 |
| Sittner & Nelson, LLC | 0.00% | No change | 24 | $530 |
| Van Den Berg Management I, Inc. | 0.00% | New | 22 | $486 |
| Legacy Wealth Managment, LLC | 0.00% | New | 21 | $464 |
| Redwood Park Advisors LLC | 0.00% | No change | 10 | $223 |
| Friedenthal Financial | 0.00% | New | 4 | $89 |
"% 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.