Schwab US Large-Cap ETFSCHXETF
13F holders, Q2 2025 (June 30)1,406holders +50
115new positions
63sold out
5famous investors
$24.44avg. 13F price*
At the end of Q2 2025, 1,406 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings, up 50 from Q1 2025. 115 opened new positions and 63 sold out. The largest holders were US Bancorp \de ($5.0B), Creative Planning ($2.0B) and Sei Investments Co. ($879.1M). 5 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab US Large-Cap ETF
- CUSIP
- 808524201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $87.0M |
| Exits | 63 | $130.7M |
All 13F filers, Q1 2025 → Q2 2025: 49,424,842 shares bought and 64,973,256 shares sold, net −15,548,414 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,406 holders
| US Bancorp \de | 6.35% | Reduce -5.0% | 206,409,170 | $5.0B |
| Creative Planning | 1.70% | Reduce -1.3% | 81,577,917 | $2.0B |
| Sei Investments Co. | 1.02% | Add +3.4% | 35,969,139 | $879.1M |
| HBK Sorce Advisory LLC | 22.20% | Add +1.5% | 33,526,267 | $819.4M |
| Moneta Group Investment Advisors LLC | 9.60% | Add +5.5% | 32,970,303 | $805.8M |
| Northwestern Mutual Wealth Management Co. | 0.50% | Add +13.7% | 27,821,337 | $680.0M |
| Sage Financial Group Inc. | 44.76% | Reduce -2.1% | 24,810,353 | $606.4M |
| Wealth Enhancement Advisory Services, LLC | 0.80% | Add +17.7% | 19,566,506 | $484.7M |
| Betterment LLC | 0.98% | Add +41.8% | 18,749,171 | $458.2M |
| Cerity Partners LLC | 0.82% | Add +0.3% | 18,731,019 | $457.8M |
| Captrust Financial Advisors | 0.99% | Add +2.2% | 18,210,850 | $445.1M |
| Diversified Enterprises, LLC | 29.67% | Add +5.7% | 16,260,904 | $397.4M |
| HighTower Advisors, LLC | 0.44% | Add +2.0% | 14,286,701 | $349.2M |
| Envestnet Asset Management Inc. | 0.10% | Add +1.0% | 13,363,128 | $326.6M |
| Mercer Global Advisors Inc. | 0.63% | Reduce -2.4% | 11,439,747 | $279.6M |
| Prime Capital Investment Advisors, LLC | 3.60% | Reduce -30.4% | 11,090,995 | $271.1M |
| Janus Henderson Group PLC | 0.13% | Reduce -1.5% | 10,819,876 | $264.4M |
| Mariner, LLC | 0.34% | Reduce -2.5% | 9,628,895 | $235.3M |
| Koss-Olinger Consulting, LLC | 19.01% | Reduce -4.0% | 9,481,593 | $231.7M |
| McAdam, LLC | 12.45% | Add +1.3% | 9,304,081 | $227.4M |
| JMG Financial Group, Ltd. | 6.73% | Add +11.5% | 9,081,052 | $221.9M |
| Bank of America Corp. | 0.02% | Add +6.0% | 7,724,173 | $188.8M |
| Fund Evaluation Group, LLC | 6.94% | Reduce -7.7% | 7,343,379 | $179.5M |
| Assetmark, Inc. | 0.41% | Add +1.4% | 7,070,345 | $172.8M |
| LPL Financial LLC | 0.06% | Add +3.2% | 7,043,915 | $172.2M |
| Kohmann Bosshard Financial Services, LLC | 17.27% | Add +2.5% | 6,335,445 | $154.8M |
| Apriem Advisors | 16.19% | Add +1.7% | 6,232,397 | $152.3M |
| BlueSky Wealth Advisors, LLC | 21.78% | Reduce -0.9% | 6,136,147 | $150.0M |
| Corient Private Wealth LP | 0.20% | Add +27.6% | 6,051,561 | $147.9M |
| Beacon Pointe Advisors, LLC | 1.54% | Add +0.9% | 6,043,038 | $147.7M |
| Wealthspire Advisors, LLC | 0.80% | Reduce -4.0% | 5,842,324 | $142.8M |
| Morgan Stanley | 0.01% | Reduce -9.3% | 5,600,372 | $136.9M |
| Johnson Investment Counsel Inc. | 1.07% | Add +0.9% | 4,887,034 | $119.4M |
| Greenwood Gearhart LLC | 7.38% | Reduce -23.9% | 4,839,557 | $118.3M |
| Northwest Quadrant Wealth Management, LLC | 25.98% | Add +0.7% | 4,768,037 | $116.5M |
| Orgel Wealth Management, LLC | 2.78% | Add +2.0% | 4,726,458 | $115.5M |
| Financial Consulate, Inc. | 22.69% | Add +14.2% | 4,703,142 | $114.9M |
| Evermay Wealth Management LLC | 13.67% | Reduce -9.3% | 4,544,697 | $111.1M |
| Steele Capital Management, Inc. | 4.62% | Add +2.8% | 3,936,702 | $96.3M |
| Charles Schwab Trust Co | 7.15% | Reduce -1.2% | 3,895,745 | $95.2M |
| Curi Capital, LLC | 1.71% | Reduce -4.1% | 3,679,430 | $89.9M |
| FSA Investment Group, LLC | 66.32% | Add +0.1% | 3,664,331 | $89.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.1% | 3,325,833 | $81.2M |
| Sims Investment Management, LLC | 32.23% | Add +5.9% | 3,279,481 | $80.2M |
| Standpoint Asset Management, LLC | 16.20% | Reduce -19.8% | 3,242,100 | $79.2M |
| EP Wealth Advisors, LLC | 0.50% | Add +976.1% | 3,142,472 | $76.8M |
| Integrated Wealth Concepts LLC | 0.76% | Add +3.1% | 3,106,087 | $75.9M |
| HB Wealth Management, LLC | 0.59% | Reduce -2.8% | 2,998,568 | $73.3M |
| Meridian Wealth Partners, LLC | 10.45% | Add +0.3% | 2,949,522 | $72.1M |
| Cornerstone Advisors Asset Management, LLC | 13.44% | Add +8.6% | 2,855,136 | $69.8M |
| Cresset Asset Management, LLC | 0.34% | Reduce -10.0% | 2,806,990 | $68.6M |
| CacheTech Inc. | 12.27% | Reduce -0.9% | 2,727,624 | $66.7M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Reduce -3.5% | 2,689,581 | $65.7M |
| Adams Wealth Management | 12.29% | Reduce -2.2% | 2,641,984 | $64.6M |
| Bangor Savings Bank | 5.64% | Reduce -19.7% | 2,581,836 | $63.1M |
| Jaffetilchin Investment Partners, LLC | 4.09% | Add +0.3% | 2,558,273 | $62.5M |
| Aptus Capital Advisors, LLC | 0.62% | Add +3.9% | 2,553,030 | $62.4M |
| Baker Avenue Asset Management, LP | 1.76% | Add +3.7% | 2,534,043 | $61.9M |
| Guardian Wealth Advisors, LLC / NC | 4.28% | Add +4.5% | 2,489,469 | $60.8M |
| NewSquare Capital LLC | 4.50% | Add +5.1% | 2,492,890 | $60.5M |
| Savant Capital, LLC | 0.43% | Reduce -1.6% | 2,472,808 | $60.4M |
| Focus Partners Wealth | 0.13% | Reduce -7.5% | 2,469,586 | $60.4M |
| Legacy Wealth Management, LLC | 3.56% | Add +1.5% | 2,343,626 | $57.3M |
| JPMorgan Chase & Co. | 0.00% | Add +1.1% | 2,341,089 | $57.2M |
| RKL Wealth Management LLC | 5.02% | Reduce -9.0% | 2,336,816 | $57.1M |
| Berger Financial Group, Inc | 3.66% | Add +2.3% | 2,308,056 | $56.4M |
| Richardson Capital Management LLC | 29.25% | Add +11.3% | 2,282,477 | $55.8M |
| Alliance Wealth Management Group | 14.19% | Add +3.4% | 2,280,596 | $55.7M |
| Towercrest Capital Management | 9.95% | Add +3.4% | 2,280,596 | $55.7M |
| Financial Management Professionals, Inc. | 6.20% | Add +6.0% | 2,255,724 | $55.1M |
| Jones Financial Companies LLLP | 0.04% | Add +64.5% | 2,245,858 | $54.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -7.9% | 2,097,527 | $51.3M |
| McGlone Suttner Wealth Management, Inc. | 7.64% | Add +2.6% | 2,070,029 | $50.6M |
| Harbour Investments, Inc. | 1.27% | Reduce -0.2% | 2,052,691 | $50.2M |
| Pure Financial Advisors, LLC | 0.86% | Reduce -0.2% | 2,003,299 | $49.0M |
| United Capital Financial Advisors, LLC | 0.40% | Reduce -2.3% | 2,002,549 | $48.9M |
| Wells Fargo & Company | 0.01% | Add +1.2% | 1,943,043 | $47.5M |
| Red Door Wealth Management, LLC | 5.57% | Add +48.5% | 1,903,860 | $46.5M |
| Royal Bank of Canada | 0.01% | Add +16.6% | 1,889,414 | $46.2M |
| Courage Miller Partners, LLC | 14.45% | Add +3.1% | 1,864,754 | $45.6M |
| Appleton Partners Inc. | 3.22% | Reduce -1.8% | 1,864,340 | $45.6M |
| Valley National Advisers Inc. | 7.38% | Add +2.6% | 1,849,912 | $45.2M |
| IMA Advisory Services, Inc. | 4.73% | Reduce -0.2% | 1,806,295 | $44.1M |
| Northeast Financial Group, Inc. | 13.89% | Add +3.5% | 1,793,917 | $43.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +0.9% | 1,773,982 | $43.4M |
| Embree Financial Group | 6.43% | Reduce -3.6% | 1,746,011 | $42.7M |
| Bleakley Financial Group, LLC | 1.02% | Add +311.1% | 1,636,106 | $40.0M |
| World Investment Advisors | 0.91% | Add +1225.7% | 1,635,660 | $40.0M |
| Choreo, LLC | 0.55% | Reduce -25.9% | 1,621,940 | $39.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +53.8% | 1,616,185 | $39.5M |
| Newman Dignan & Sheerar, Inc. | 8.79% | Add +0.5% | 1,564,224 | $38.2M |
| Kavar Capital Partners Group, LLC | 5.47% | Add +8.7% | 1,557,780 | $38.1M |
| Modera Wealth Management, LLC | 0.47% | Reduce -1.5% | 1,553,509 | $38.0M |
| Schneider Downs Wealth Management Advisors, LP | 5.66% | Add +2.8% | 1,550,228 | $37.9M |
| Chicago Partners Investment Group LLC | 1.09% | Add +2.8% | 1,507,013 | $37.9M |
| Access Financial Services, Inc. | 14.26% | Reduce -2.8% | 1,543,164 | $37.7M |
| Wilmington Savings Fund Society, FSB | 0.65% | Reduce -5.9% | 1,502,032 | $36.7M |
| Burt Wealth Advisors | 8.25% | Add +1.7% | 1,476,695 | $36.1M |
| Matrix Trust Co | 5.64% | Add +1.4% | 1,449,834 | $35.4M |
| Sherwood Financial Partners, LLC | 32.13% | Reduce -1.7% | 1,434,888 | $35.1M |
| Ashton Thomas Private Wealth, LLC | 1.23% | Reduce -0.3% | 1,429,052 | $34.9M |
| Ashford Advisors, LLC | 8.05% | Reduce -3.9% | 1,421,169 | $34.7M |
| Sequoia Financial Advisors, LLC | 0.24% | Reduce -44.4% | 1,410,397 | $34.5M |
| Belpointe Asset Management LLC | 1.40% | Reduce -0.4% | 1,379,250 | $33.7M |
| CW Advisors, LLC | 0.32% | Add +0.0% | 1,361,734 | $33.3M |
| FIDELIS iM, LLC | 14.69% | Add +0.9% | 1,351,106 | $33.0M |
| Cornerstone Wealth Group, LLC | 2.44% | Reduce -1.9% | 1,331,049 | $32.5M |
| Morris Financial Concepts, Inc. | 12.88% | Reduce -3.7% | 1,327,241 | $32.4M |
| Foster Victor Wealth Advisors, LLC | 2.19% | Reduce -1.2% | 1,308,401 | $32.4M |
| Athena Investment Management | 18.05% | Reduce -0.0% | 1,321,308 | $32.3M |
| Valicenti Advisory Services Inc. | 7.54% | Reduce -0.3% | 1,320,728 | $32.3M |
| Fortis Capital Advisors, LLC | 5.76% | Reduce -2.1% | 1,317,647 | $32.2M |
| Ballast Advisors LLC | 9.48% | Reduce -0.4% | 1,316,693 | $32.2M |
| Osaic Holdings, Inc. | 0.06% | Add +14.2% | 1,313,067 | $32.0M |
| OneDigital Investment Advisors LLC | 0.35% | Reduce -18.0% | 1,305,338 | $31.9M |
| Pure Portfolios Holdings LLC | 10.80% | Reduce -8.0% | 1,304,009 | $31.9M |
| MAI Capital Management | 0.22% | Reduce -0.6% | 1,302,510 | $31.8M |
| St. Louis Trust Co | 4.22% | Add +23.2% | 1,297,295 | $31.7M |
| Bernard Wealth Management Corp. | 14.69% | Reduce -2.8% | 1,297,177 | $31.7M |
| Gleason Group, Inc. | 3.39% | Reduce -2.0% | 1,279,519 | $31.3M |
| Main Street Financial Solutions, LLC | 2.26% | Add +3.7% | 1,277,120 | $31.2M |
| FMR LLC | 0.00% | Add +14.1% | 1,271,620 | $31.1M |
| Marshall Financial Group Inc. | 9.17% | Reduce -10.0% | 1,252,919 | $30.6M |
| HRC Wealth Management, LLC | 16.26% | Add +7.3% | 1,248,091 | $30.5M |
| Dynamic Advisor Solutions LLC | 0.94% | Add +0.0% | 1,245,743 | $30.4M |
| Bristlecone Advisors, LLC | 2.53% | Reduce -2.2% | 1,233,593 | $30.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 2.13% | Add +7.1% | 1,233,489 | $30.1M |
| Stifel Financial Corp. | 0.03% | Reduce -17.2% | 1,224,976 | $29.9M |
| UBS Group AG | 0.01% | Reduce -93.5% | 1,222,780 | $29.9M |
| Quantinno Capital Management LP | 0.13% | Reduce -6.2% | 1,212,311 | $29.6M |
| Perigon Wealth Management, LLC | 0.69% | Add +13.7% | 1,210,748 | $29.6M |
| Pinkerton Wealth, LLC | 3.53% | Reduce -22.4% | 1,209,607 | $29.6M |
| Powers Advisory Group, LLC | 12.98% | Add +0.8% | 1,207,947 | $29.5M |
| Fortis Capital Management LLC | 4.58% | Add +4.5% | 1,203,290 | $29.4M |
| Ethos Financial Group, LLC | 2.53% | Add +17.1% | 1,201,528 | $29.4M |
| Christensen, King & Associates Investment Services, Inc. | 13.34% | Reduce -1.2% | 1,190,600 | $29.1M |
| Almanack Investment Partners, LLC. | 4.59% | Add +3.7% | 1,180,127 | $28.8M |
| SigFig Wealth Management, LLC | 0.94% | Add +28.8% | 1,170,658 | $28.5M |
| Gordian Advisors LLC | 20.19% | Reduce -2.7% | 1,154,264 | $28.2M |
| Ascension Capital Advisors, Inc. | 11.76% | Reduce -0.3% | 1,151,806 | $28.2M |
| D.B. Root & Company, LLC | 8.19% | Reduce -1.7% | 1,135,116 | $27.7M |
| Anchor Investment Management, LLC | 2.42% | Reduce -0.2% | 1,130,555 | $27.6M |
| Foundations Investment Advisors, LLC | 0.42% | Add +12.8% | 1,092,428 | $26.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.60% | Add +53.0% | 1,090,452 | $26.7M |
| Sawgrass Asset Management LLC | 3.01% | Reduce -4.3% | 1,081,687 | $26.4M |
| Manchester Financial Inc. | 5.51% | Reduce -12.5% | 1,076,569 | $26.3M |
| Provident Wealth Management, LLC | 8.56% | Reduce -1.0% | 1,071,107 | $26.2M |
| FPC Investment Advisory, Inc. | 16.03% | Add +6.3% | 1,018,767 | $25.7M |
| Kelman-Lazarov, Inc. | 4.14% | Add +3877.1% | 1,046,726 | $25.6M |
| Milestone Investment Advisors LLC | 6.61% | Reduce -4.0% | 1,036,958 | $25.3M |
| Allworth Financial LP | 0.12% | Reduce -1.1% | 1,027,769 | $25.1M |
| St. Johns Investment Management Company, LLC | 11.34% | Reduce -1.9% | 1,010,320 | $24.7M |
| Destination Wealth Management | 0.70% | Reduce -13.4% | 982,028 | $24.0M |
| Northern Trust Corp. | 0.00% | Add +49.2% | 970,357 | $23.7M |
| Sage Financial Management Group, Inc. | 8.19% | Add +7.3% | 968,329 | $23.7M |
| Valley Forge Investment Consultants Inc. Adv | 7.55% | Add +6.5% | 963,847 | $23.6M |
| Orion Porfolio Solutions, LLC | 0.20% | Add +1.3% | 963,340 | $23.5M |
| Lowe Brockenbrough & Co. Inc. | 1.32% | Add +10.4% | 962,323 | $23.5M |
| Sound View Wealth Advisors Group, LLC | 1.73% | Add +0.1% | 957,527 | $23.4M |
| Essex LLC | 4.57% | Reduce -1.9% | 950,382 | $23.2M |
| AQR Capital Management | 0.02% | Add +15.7% | 947,768 | $23.2M |
| Csenge Advisory Group | 1.21% | Add +3.8% | 983,538 | $22.9M |
| Ancora Advisors LLC | 0.48% | Add +9.8% | 935,361 | $22.9M |
| Truist Financial Corp. | 0.03% | Add +10.3% | 932,035 | $22.8M |
| Cetera Investment Advisers | 0.04% | Add +33.4% | 931,112 | $22.8M |
| Salem Investment Counselors Inc. | 0.72% | Add +0.6% | 930,860 | $22.8M |
| Bell Investment Advisors, Inc | 3.90% | Reduce -7.2% | 927,718 | $22.7M |
| Clearwater Capital Advisors, LLC | 1.99% | Add +1.2% | 891,227 | $21.8M |
| Koesten, Hirschmann & Crabtree, INC. | 11.14% | Add +0.4% | 881,334 | $21.5M |
| Sprinkle Financial Consultants LLC | 13.06% | Reduce -15.2% | 874,417 | $21.4M |
| Prosperity Wealth Management, Inc. | 7.91% | Add +8.0% | 872,599 | $21.3M |
| Transamerica Financial Advisors, LLC | 1.99% | Add +3.4% | 868,268 | $21.2M |
| WBH Advisory Inc. | 1.79% | Reduce -1.6% | 859,916 | $21.0M |
| Truepoint, Inc. | 0.52% | Add +230.9% | 853,353 | $20.9M |
| Carr Financial Group Corp | 6.04% | Reduce -16.8% | 837,468 | $20.5M |
| Hengehold Capital Management LLC | 1.86% | Add +0.2% | 836,624 | $20.4M |
| Blue Bell Private Wealth Management, LLC | 3.41% | Reduce -0.4% | 833,995 | $20.4M |
| Moneywise, Inc. | 9.51% | Reduce -34.7% | 830,036 | $20.3M |
| B & T Capital Management DBA Alpha Capital Management | 3.49% | Add +0.9% | 829,132 | $20.3M |
| White & Co Financial Planning Inc | 16.13% | Add +1.6% | 829,155 | $20.2M |
| Tudor Investment Corporation | 0.15% | Add +1249.2% | 817,363 | $20.0M |
| GEN Financial Management, INC. | 16.16% | Reduce -27.3% | 808,868 | $19.8M |
| BCS Wealth Management | 4.20% | Add +19.0% | 799,030 | $19.5M |
| Gladstone Institutional Advisory LLC | 0.80% | Add +8.9% | 796,286 | $19.5M |
| MCF Advisors LLC | 1.28% | Add +28.1% | 790,010 | $19.3M |
| Bluespring Wealth Management, LLC | 1.84% | Add +2.4% | 789,849 | $19.3M |
| Abound Wealth Management | 5.42% | Add +2.3% | 785,387 | $19.2M |
| Coldstream Capital Management Inc. | 0.31% | Reduce -1.3% | 768,166 | $18.8M |
| Black Diamond Financial, LLC | 2.91% | Reduce -5.0% | 767,910 | $18.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +91.5% | 756,029 | $18.5M |
| Tortoise Investment Management, LLC | 1.75% | Add +4.0% | 751,352 | $18.4M |
| Strategic Equity Management | 6.76% | Reduce -52.3% | 751,290 | $18.4M |
| Asset Allocation Strategies LLC | 4.05% | Add +11.9% | 749,449 | $18.3M |
| Cwm, LLC | 0.06% | Reduce -11.6% | 743,439 | $18.2M |
| Jacobi Capital Management LLC | 1.20% | Reduce -4.0% | 737,542 | $18.0M |
| Lutz Financial Services LLC | 1.40% | Add +25.7% | 737,537 | $18.0M |
| First National Corp. /Ma/ | 3.57% | Reduce -0.1% | 724,705 | $17.7M |
| Alpha Zero LLC | 11.28% | Add +8.1% | 708,868 | $17.3M |
| Leavell Investment Management, Inc. | 0.76% | Reduce -1.1% | 697,746 | $17.1M |
| Sheets Smith Wealth Management | 1.98% | Reduce -10.0% | 691,015 | $16.9M |
| Investors Research Corp | 3.31% | Add +7.8% | 690,681 | $16.9M |
| Winthrop Capital Management, LLC | 4.09% | Reduce -0.6% | 662,805 | $16.2M |
| Red Cedar Investment Management, LLC | 2.03% | Reduce -9.2% | 656,462 | $16.0M |
| Focus Financial Network, Inc. | 0.63% | Add +1.5% | 654,506 | $16.0M |
| Up Strategic Wealth Investment Advisors LLC | 12.29% | Add +14.2% | 644,696 | $15.8M |
| Leisure Capital Management | 5.92% | Add +1.8% | 642,869 | $15.7M |
| Sanctuary Advisors, LLC | 0.10% | Add +12.4% | 632,141 | $15.4M |
| Councilor Wealth, LLC | 7.05% | Reduce -0.3% | 617,821 | $15.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +13.6% | 611,833 | $15.0M |
| Trinity Legacy Partners, LLC | 3.62% | Add +0.0% | 602,502 | $14.9M |
| Arlington Trust Co LLC | 2.90% | No change | 607,569 | $14.8M |
| Wilkins Miller Wealth Management, LLC | 10.09% | Add +6.6% | 606,647 | $14.8M |
| IFP Advisors, Inc | 0.41% | Add +4.6% | 592,045 | $14.5M |
| Riversedge Advisors, LLC | 2.74% | Reduce -49.9% | 573,799 | $14.0M |
| Farnam Financial LLC | 12.59% | Reduce -6.3% | 573,102 | $14.0M |
| Sigma Planning Corp | 0.41% | Add +2.4% | 557,853 | $13.6M |
| Peapack Gladstone Financial Corp. | 0.19% | Add +13.0% | 551,647 | $13.5M |
| Blackhawk Capital Partners, LLC | 6.17% | Add +1017.4% | 547,423 | $13.4M |
| Balance Wealth Partners LLC | 7.81% | Add +3.5% | 545,608 | $13.3M |
| Mission Wealth Management, LP | 0.29% | Add +167.9% | 544,471 | $13.3M |
| MinichMacGregor Wealth Management, LLC | 2.83% | Reduce -0.0% | 541,186 | $13.2M |
| Redhawk Wealth Advisors, Inc. | 1.66% | Reduce -20.0% | 541,026 | $13.2M |
| Jane Street Group, LLC | 0.02% | New | 532,143 | $13.0M |
| Lodestar Private Asset Management LLC | 1.49% | Add +3.0% | 530,828 | $13.0M |
| Arcadia Investment Advisors LLC | 6.66% | Reduce -3.0% | 525,977 | $12.9M |
| Debussy Capital Management LP | 1.93% | Reduce -2.8% | 524,647 | $12.8M |
| Brass Tax Wealth Management, Inc. | 2.45% | Add +5.4% | 520,886 | $12.7M |
| Envision Financial LLC | 8.46% | Add +0.6% | 519,373 | $12.7M |
| Flputnam Investment Management Co. | 0.22% | Add +26.8% | 516,357 | $12.6M |
| Keyvantage Wealth, LLC | 5.60% | Reduce -3.9% | 510,633 | $12.5M |
| Sensible Financial Planning & Management, LLC. | 2.35% | Add +0.1% | 507,238 | $12.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.34% | Add +18.6% | 506,933 | $12.4M |
| Cobblestone Capital Advisors LLC | 0.63% | Reduce -1.4% | 506,127 | $12.4M |
| Enclave Advisors LLC | 1.99% | Reduce -2.4% | 503,185 | $12.3M |
| Allen Capital Group, LLC | 1.27% | Reduce -0.0% | 499,667 | $12.2M |
| CVA Family Office, LLC | 1.70% | Add +6.8% | 494,551 | $12.1M |
| Waverly Advisors, LLC | 0.13% | Add +0.0% | 492,590 | $12.0M |
| North Star Asset Management Inc. | 0.50% | Reduce -2.0% | 487,620 | $11.9M |
| Frisco Financial Planning LLC | 10.74% | Add +0.9% | 483,076 | $11.8M |
| Summit Financial, LLC | 0.26% | Add +12.8% | 474,816 | $11.6M |
| Equitable Holdings, Inc. | 0.10% | Add +9.9% | 473,814 | $11.6M |
| G2 Capital Management, LLC / Oh | 3.24% | Reduce -0.3% | 471,543 | $11.5M |
| Merit Financial Group, LLC | 0.13% | Add +7.7% | 465,081 | $11.4M |
| SCS Capital Management LLC | 0.13% | Add +0.0% | 464,620 | $11.4M |
| NewEdge Advisors, LLC | 0.06% | Reduce -1.9% | 460,623 | $11.3M |
| Concurrent Investment Advisors, LLC | 0.22% | Reduce -11.2% | 458,386 | $11.2M |
| Farther Finance Advisors, LLC | 0.22% | Reduce -9.7% | 457,631 | $11.2M |
| American Money Management, LLC | 1.97% | Add +0.5% | 455,693 | $11.1M |
| Morling Financial Advisors, LLC | 3.60% | Reduce -4.3% | 449,003 | $11.0M |
| Cooper/Haims Advisors, LLC | 5.40% | Add +1.3% | 448,281 | $11.0M |
| Farrell Financial LLC | 7.26% | Reduce -0.4% | 442,772 | $10.8M |
| Strategic Family Wealth Counselors, L.L.C. | 3.03% | Add +0.3% | 435,237 | $10.6M |
| IHT Wealth Management, LLC | 0.29% | Add +747.8% | 434,792 | $10.6M |
| Forte Capital LLC | 1.14% | Reduce -0.4% | 432,667 | $10.6M |
| LongView Wealth Management | 3.20% | Add +3.2% | 432,508 | $10.6M |
| Elevation Wealth Partners, LLC | 4.16% | Add +0.2% | 430,989 | $10.5M |
| Revolve Wealth Partners, LLC | 1.37% | Reduce -8.7% | 430,465 | $10.5M |
| Avidian Wealth Enterprises, LLC | 0.42% | Add +6.3% | 426,335 | $10.4M |
| Leverty Financial Group, LLC | 3.10% | Reduce -88.7% | 425,566 | $10.4M |
| Wealthcare Advisory Partners LLC | 0.24% | Add +21.4% | 424,364 | $10.4M |
| Family Legacy Financial Solutions, LLC | 8.69% | — | 419,345 | $10.2M |
| Asset Dedication, LLC | 0.74% | Add +1.4% | 415,339 | $10.2M |
| Northwest Capital Management Inc | 5.43% | Reduce -38.9% | 410,182 | $10.0M |
| Guardian Financial Partners, LLC | 4.45% | Add +12.5% | 405,424 | $9.9M |
| R. W. Roge & Company, Inc. | 5.62% | Reduce -2.5% | 405,292 | $9.9M |
| Savvy Advisors, Inc. | 0.66% | Add +2.7% | 404,893 | $9.9M |
| NorthRock Partners, LLC | 0.26% | Add +0.6% | 402,523 | $9.8M |
| MBA Advisors LLC | 4.51% | Add +3.8% | 399,692 | $9.8M |
| Atria Investments, Inc | 0.12% | Add +6.0% | 399,549 | $9.8M |
| Natixis Advisors, LLC | 0.02% | Add +249.8% | 392,997 | $9.6M |
| Geneos Wealth Management Inc. | 0.23% | Add +1.3% | 392,289 | $9.6M |
| Advisory Services Network, LLC | 0.15% | Add +103.5% | 382,165 | $9.6M |
| K2 Financial Inc. | 8.42% | Add +1.7% | 387,464 | $9.5M |
| Elite Life Management LLC | 24.33% | Add +14.6% | 386,853 | $9.5M |
| RTD Financial Advisors, Inc. | 1.21% | Reduce -4.7% | 386,635 | $9.4M |
| Attessa Capital LLC | 6.04% | Add +13.2% | 386,347 | $9.4M |
| MML Investors Services, LLC | 0.03% | Reduce -0.5% | 385,983 | $9.4M |
| Vise Technologies, Inc. | 0.39% | — | 382,862 | $9.4M |
| Brand Asset Management Group, Inc. | 3.49% | Add +11.7% | 382,262 | $9.3M |
| CAP Partners, LLC | 5.83% | Add +18.8% | 378,635 | $9.3M |
| Planning Alternatives Ltd. | 1.29% | Reduce -2.3% | 378,230 | $9.2M |
| Global Endowment Management, LP | 1.22% | New | 373,488 | $9.1M |
| Grant Street Asset Management, Inc. | 2.04% | Add +1.4% | 368,790 | $9.0M |
| Private Advisor Group, LLC | 0.05% | Reduce -12.9% | 367,485 | $9.0M |
| U.S. Capital Wealth Advisors, LLC | 0.26% | Reduce -2.6% | 366,480 | $9.0M |
| Patriot Investment Management Group, Inc. | 0.62% | Reduce -0.3% | 366,285 | $9.0M |
| Raine Group LLC | 55.84% | Add +0.2% | 363,465 | $8.9M |
| Consilium Wealth Advisory, LLC | 3.71% | Add +4.1% | 359,978 | $8.8M |
| Legacy Private Trust Co. | 0.57% | Add +22.8% | 358,776 | $8.8M |
| Thrivent Financial for Lutherans | 0.02% | New | 357,446 | $8.7M |
| Cahill Financial Advisors Inc. | 1.06% | Reduce -4.9% | 348,865 | $8.5M |
| Stevens Capital Partners | 3.05% | Add +83.3% | 339,139 | $8.5M |
| Lee Financial Co | 1.22% | Add +0.7% | 346,728 | $8.5M |
| CoreCap Advisors, LLC | 0.34% | Add +11.8% | 342,814 | $8.4M |
| Element Wealth, LLC | 3.82% | Reduce -2.1% | 339,425 | $8.3M |
| Blueprint Investment Partners LLC | 1.46% | Add +46.0% | 336,219 | $8.2M |
| Walkner Condon Financial Advisors LLC | 1.51% | Add +7.3% | 336,281 | $8.2M |
| SouthState Bank Corp | 0.36% | Reduce -17.9% | 334,765 | $8.2M |
| Oakwell Private Wealth Management, LLC | 1.85% | Reduce -0.3% | 328,190 | $8.0M |
| Capital Squared Financial LLC | 9.34% | — | 327,627 | $8.0M |
| Ami Investment Management Inc. | 2.02% | Reduce -3.6% | 320,492 | $7.8M |
| AlphaCore Capital LLC | 0.30% | Add +69.8% | 319,223 | $7.8M |
| Tradewinds Capital Management, LLC | 1.94% | Reduce -69.8% | 316,520 | $7.7M |
| Trivium Point Advisory, LLC | 0.83% | Add +0.3% | 314,770 | $7.7M |
| Nicollet Investment Management, Inc. | 2.56% | Reduce -0.8% | 312,507 | $7.6M |
| Castle Wealth Management LLC | 2.77% | Reduce -5.6% | 312,483 | $7.6M |
| Gradient Investments LLC | 0.14% | Add +1171.9% | 311,233 | $7.6M |
| Circle Wealth Management, LLC | 0.17% | No change | 310,300 | $7.6M |
| SWS Partners | 2.04% | Add +1.3% | 308,640 | $7.5M |
| Wealthspire Retirement, LLC | 0.48% | Reduce -1.4% | 297,807 | $7.3M |
| Droms Strauss Advisors Inc. /Mo/ | 2.20% | Add +15.6% | 293,323 | $7.2M |
| Tower Research Capital LLC (TRC) | 0.19% | New | 291,669 | $7.1M |
| Harbor Group, Inc. | 1.26% | Reduce -0.5% | 291,116 | $7.1M |
| Rosenberg Matthew Hamilton | 1.65% | Reduce -3.1% | 290,332 | $7.1M |
| Arcataur Capital Management LLC | 2.20% | Reduce -0.9% | 287,549 | $7.0M |
| Consolidated Portfolio Review Corp | 0.97% | Add +2.1% | 286,388 | $7.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.76% | Add +2.4% | 285,956 | $7.0M |
| GPM Growth Investors, Inc. | 2.77% | Add +1.8% | 285,706 | $7.0M |
| MBL Wealth, LLC | 0.67% | No change | 285,400 | $7.0M |
| United Advisor Group, LLC | 1.20% | Add +32.4% | 284,909 | $7.0M |
| Gradient Capital Advisors, LLC | 2.04% | Add +2.1% | 282,450 | $6.9M |
| Bartlett & Co. Wealth Management LLC | 0.10% | Reduce -10.2% | 278,875 | $6.8M |
| Madden Advisory Services, Inc. | 2.90% | Reduce -0.2% | 278,331 | $6.8M |
| Apollon Wealth Management, LLC | 0.13% | Reduce -17.9% | 276,008 | $6.7M |
| Berkshire Asset Management LLC | 0.30% | Add +2.1% | 275,207 | $6.7M |
| Barden Capital Management, Inc. | 5.87% | Reduce -2.5% | 274,107 | $6.7M |
| Floyd Financial Group LLC | 6.19% | Reduce -30.3% | 270,326 | $6.7M |
| Sfmg, LLC | 0.50% | Reduce -12.9% | 273,536 | $6.7M |
| Curbstone Financial Management Corp | 1.37% | Reduce -1.1% | 272,680 | $6.7M |
| Red Tortoise LLC | 3.24% | Reduce -19.3% | 271,426 | $6.6M |
| VanderPol Investments L.L.C. | 13.89% | Add +6.4% | 270,486 | $6.6M |
| Arbor Trust Wealth Advisors, LLC | 3.19% | Reduce -12.2% | 267,073 | $6.5M |
| Triangle Securities Wealth Management | 1.59% | Add +0.1% | 263,908 | $6.4M |
| Phillips Financial Management, LLC | 0.46% | Add +1.0% | 259,421 | $6.3M |
| Legacy Financial Group, Inc. | 1.86% | Reduce -2.3% | 257,657 | $6.3M |
| L2 Asset Management, LLC | 1.03% | Add +87.1% | 257,571 | $6.3M |
| Parallel Advisors, LLC | 0.12% | Reduce -2.6% | 251,925 | $6.2M |
| Klingenstein Fields & Co. LP | 0.24% | Reduce -2.2% | 250,611 | $6.1M |
| WealthPlan Investment Management, LLC | 0.45% | Add +328.4% | 250,064 | $6.1M |
| Sage Mountain Advisors LLC | 0.40% | No change | 249,841 | $6.1M |
| Ieq Capital, LLC | 0.04% | Add +9.1% | 247,992 | $6.1M |
| Tempus Wealth Planning, LLC | 1.50% | Add +4.9% | 246,991 | $6.0M |
| Cornerstone Wealth Advisors, Inc. | 1.56% | Reduce -2.5% | 246,977 | $6.0M |
| Sentinel Pension Advisors, LLC | 1.01% | Add +4.8% | 245,972 | $6.0M |
| Mutual Advisors, LLC | 0.15% | Add +0.7% | 237,483 | $6.0M |
| Montis Financial, LLC | 1.66% | Reduce -24.4% | 244,108 | $6.0M |
| True North Advisors, LLC | 1.14% | Reduce -19.4% | 242,746 | $5.9M |
| Signature Estate & Investment Advisors LLC | 0.14% | Add +0.7% | 240,302 | $5.9M |
| Van Strum & Towne Inc. | 1.85% | Reduce -0.6% | 239,710 | $5.9M |
| Bank of New York Mellon Corp | 0.00% | Add +5.0% | 237,853 | $5.8M |
| Birchbrook, Inc. | 3.11% | Reduce -6.2% | 237,395 | $5.8M |
| Krilogy Financial LLC | 0.33% | Reduce -0.9% | 237,153 | $5.8M |
| Two Sigma Investments, LP | 0.01% | Add +662.0% | 235,736 | $5.8M |
| Santori & Peters, Inc. | 2.08% | Add +0.0% | 235,333 | $5.8M |
| Game Plan Financial Advisors, LLC | 2.50% | Add +68.6% | 206,214 | $5.7M |
| Van Cleef Asset Management,Inc | 0.61% | Reduce -1.8% | 230,710 | $5.6M |
| Aspiriant, LLC | 0.18% | Reduce -0.6% | 230,410 | $5.6M |
| Blair William & Co. | 0.02% | Add +116.5% | 230,325 | $5.6M |
| Omega Financial Group, LLC | 2.02% | Reduce -3.0% | 229,386 | $5.6M |
| U S Wealth Group, Llc. | 4.27% | Add +1.1% | 224,267 | $5.5M |
| West Oak Capital, LLC | 2.75% | Reduce -0.8% | 223,930 | $5.5M |
| Siligmueller & Norvid Wealth Advisors LLC | 2.12% | Reduce -6.2% | 221,265 | $5.5M |
| Ausdal Financial Partners, Inc. | 0.36% | Add +22.6% | 223,710 | $5.5M |
| Financial Advisors, LLC | 1.01% | Add +0.1% | 221,924 | $5.4M |
| Brighton Jones LLC | 0.15% | Add +0.5% | 220,148 | $5.4M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Reduce -1.9% | 219,964 | $5.4M |
| Bailard, Inc. | 0.12% | Reduce -0.3% | 218,534 | $5.3M |
| Somerset Group LLC | 4.47% | Add +7.0% | 215,915 | $5.3M |
| Bigelow Investment Advisors, LLC | 2.32% | Reduce -0.6% | 215,145 | $5.3M |
| Eagle Capital Management, LLC | 2.29% | Add +14.4% | 213,127 | $5.2M |
| Sigma Investment Counselors Inc. | 0.29% | Add +71.6% | 212,215 | $5.2M |
| Medallion Wealth Advisors, LLC | 2.00% | Add +18.2% | 211,644 | $5.2M |
| Ignite Planners, LLC | 0.90% | Add +6.5% | 207,698 | $5.2M |
| Lido Advisors, LLC | 0.03% | Add +8.9% | 209,602 | $5.1M |
| Carolina Wealth Advisors, LLC | 2.49% | Reduce -1.8% | 206,159 | $5.0M |
| Valmark Advisers, Inc. | 0.07% | Add +0.9% | 206,127 | $5.0M |
| Citigroup Inc. | 0.00% | Add +53.7% | 205,518 | $5.0M |
| Berkeley, Inc | 1.79% | Reduce -2.7% | 204,201 | $5.0M |
| Bank of Montreal | 0.00% | Add +6.0% | 202,214 | $4.9M |
| Clearview Wealth Advisors LLC | 3.44% | Add +0.8% | 201,943 | $4.9M |
| Ring Mountain Capital, LLC | 2.97% | Add +0.3% | 196,286 | $4.9M |
| Thrive Wealth Management, LLC | 0.79% | Add +0.6% | 199,610 | $4.9M |
| NorthCoast Asset Management LLC | 0.02% | Add +18.1% | 198,879 | $4.9M |
| Mengis Capital Management, Inc. | 1.03% | Reduce -2.1% | 197,229 | $4.8M |
| Peak Financial Management, Inc. | 1.37% | Reduce -2.0% | 196,736 | $4.8M |
| Denver PWM, LLC | 1.48% | Reduce -0.0% | 194,411 | $4.8M |
| Cambridge Financial Group, LLC | 1.76% | Reduce -0.9% | 192,239 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +11.6% | 191,864 | $4.7M |
| Ironwood Wealth Management, LLC. | 1.71% | Reduce -26.7% | 191,297 | $4.7M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -7.0% | 189,182 | $4.6M |
| Voisard Asset Management Group, Inc. | 1.19% | Reduce -10.6% | 189,024 | $4.6M |
| Paulson Wealth Management Inc. | 1.19% | Reduce -13.1% | 187,840 | $4.6M |
| Muirfield Wealth Advisors LLC | 3.65% | Reduce -44.8% | 187,747 | $4.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +1.5% | 187,677 | $4.6M |
| Code Waechter LLC | 3.25% | Reduce -17.1% | 187,157 | $4.6M |
| Cynosure Group, LLC | 0.52% | Add +0.3% | 187,049 | $4.6M |
| Winthrop Advisory Group LLC | 0.44% | Reduce -1.1% | 186,499 | $4.6M |
| Calton & Associates, Inc. | 0.79% | Reduce -13.5% | 186,356 | $4.6M |
| Hutchens & Kramer Investment Management Group, LLC | 2.08% | Reduce -3.4% | 185,379 | $4.5M |
| Tenret Co LLC | 2.47% | Add +222.7% | 185,345 | $4.5M |
| Waterloo Capital, L.P. | 0.37% | Reduce -4.8% | 185,343 | $4.5M |
| Creekside Partners | 2.15% | Reduce -0.1% | 184,981 | $4.5M |
| TD Private Client Wealth LLC | 0.11% | Add +11.4% | 183,614 | $4.5M |
| Missouri Trust & Investment Co | 1.46% | Reduce -2.7% | 182,839 | $4.5M |
| Asset Planning Services Inc. /La/ | 2.05% | Add +3.4% | 182,475 | $4.5M |
| Bradley Foster & Sargent Inc. | 0.07% | Add +247.6% | 180,462 | $4.4M |
| Pathstone Holdings, LLC | 0.02% | Reduce -30.8% | 180,361 | $4.4M |
| Shelton Wealth Management, LLC | 2.21% | Reduce -2.8% | 179,668 | $4.4M |
| Integrated Advisors Network LLC | 0.20% | Reduce -7.0% | 178,884 | $4.4M |
| Asset Management Group, Inc. | 0.75% | Add +0.3% | 175,441 | $4.3M |
| Elmwood Wealth Management, Inc. | 1.68% | Reduce -1.6% | 173,468 | $4.2M |
| Procyon Advisors, LLC | 0.40% | Reduce -4.0% | 173,031 | $4.2M |
| Exencial Wealth Advisors, LLC | 0.15% | Reduce -2.9% | 171,845 | $4.2M |
| Cathy Pareto & Associates, Inc. | 3.45% | Add +3.8% | 170,824 | $4.2M |
| Fort Vancouver Investment Management, LLC | 2.81% | Add +10.4% | 168,339 | $4.1M |
| Hollencrest Capital Management | 0.18% | Add +0.0% | 168,194 | $4.1M |
| Values Added Financial LLC | 1.99% | Add +30.5% | 168,170 | $4.1M |
| RMR Wealth Builders | 0.37% | Add +8.5% | 167,965 | $4.1M |
| HRT Financial LP | 0.02% | New | 167,407 | $4.1M |
| Hantz Financial Services, Inc. | 0.06% | Reduce -2.8% | 163,843 | $4.0M |
| First Foundation Advisors | 0.15% | No change | 161,704 | $4.0M |
| MeadowBrook Investment Advisors LLC | 3.59% | Add +1.7% | 161,631 | $4.0M |
| Diversify Advisory Services, LLC | 0.15% | Add +23.9% | 154,716 | $3.9M |
| Sand Hill Global Advisors, LLC | 0.14% | Reduce -3.7% | 159,817 | $3.9M |
| Summit Financial Strategies, Inc. | 0.36% | Reduce -0.3% | 158,153 | $3.9M |
| Summit Place Financial Advisors, LLC | 1.93% | Add +6.5% | 157,231 | $3.8M |
| Meridian Wealth Management, LLC | 0.16% | Add +3.7% | 156,798 | $3.8M |
| NewEdge Wealth, LLC | 0.06% | Add +278.4% | 152,216 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +506.8% | 155,532 | $3.8M |
| Visionary Wealth Advisors | 0.19% | Add +8.2% | 154,799 | $3.8M |
| Pacific Capital Wealth Advisors, Inc. | 0.69% | Reduce -56.8% | 152,802 | $3.8M |
| Zacks Investment Management | 0.03% | Reduce -0.4% | 153,721 | $3.8M |
| Poehling Capital Management, INC. | 0.88% | No change | 153,707 | $3.8M |
| Sharkey, Howes & Javer | 0.50% | Reduce -4.9% | 152,450 | $3.7M |
| Exchange Capital Management, Inc. | 0.55% | Reduce -10.0% | 151,666 | $3.7M |
| Park Avenue Securities LLC | 0.03% | Add +28.1% | 151,509 | $3.7M |
| JFG Wealth Management, LLC | 0.77% | Add +279.0% | 151,058 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -13.3% | 150,787 | $3.7M |
| Dakota Wealth Management | 0.08% | Reduce -10.9% | 150,067 | $3.7M |
| Chapman Financial Group, LLC | 3.10% | — | 149,253 | $3.6M |
| Naples Global Advisors, LLC | 0.31% | Add +1.9% | 148,779 | $3.6M |
| Advisors Management Group Inc. | 0.68% | Add +1.0% | 147,570 | $3.6M |
| ETF Store, Inc. | 4.18% | Add +3.4% | 147,564 | $3.6M |
| Axxcess Wealth Management, LLC | 0.09% | Reduce -18.7% | 145,154 | $3.5M |
| Beaumont Financial Advisors, LLC | 0.26% | Add +1.4% | 144,542 | $3.5M |
| YHB Investment Advisors, Inc. | 0.27% | Add +18.3% | 144,493 | $3.5M |
| Maia Wealth LLC | 0.67% | Add +3.8% | 144,078 | $3.5M |
| Saxony Capital Management, LLC | 2.69% | Add +38.5% | 143,349 | $3.5M |
| Nottingham Advisors, Inc. | 0.52% | Reduce -21.3% | 142,624 | $3.5M |
| Rwa Wealth Partners, LLC | 0.04% | Add +0.1% | 142,148 | $3.5M |
| Summit Trail Advisors, LLC | 0.06% | New | 139,125 | $3.4M |
| Elser Financial Planning, Inc | 4.19% | Add +4.5% | 137,492 | $3.4M |
| Phil A. Younker & Associates, Ltd. | 3.29% | Add +0.7% | 136,450 | $3.3M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -39.4% | 136,312 | $3.3M |
| Pittenger & Anderson Inc. | 0.12% | Add +6.4% | 136,102 | $3.3M |
| Midwest Trust Co | 0.05% | — | 136,023 | $3.3M |
| Commerce Bank | 0.02% | Add +0.1% | 135,058 | $3.3M |
| Armbruster Capital Management, Inc. | 0.60% | Add +141.7% | 134,920 | $3.3M |
| Condor Capital Management | 0.29% | Reduce -0.3% | 134,726 | $3.3M |
| Hurlow Wealth Management Group, Inc. | 0.93% | Add +35.4% | 134,651 | $3.3M |
| Plancorp, LLC | 0.11% | Add +0.2% | 133,130 | $3.3M |
| 1900 Wealth Management LLC | 0.25% | Add +0.1% | 133,032 | $3.3M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -11.0% | 131,646 | $3.2M |
| Wealth Group Ltd | 0.82% | Add +13.1% | 131,390 | $3.2M |
| Pinion Investment Advisors, LLC | 1.10% | Reduce -50.8% | 131,035 | $3.2M |
| VERITY Wealth Advisors | 2.14% | No change | 130,640 | $3.2M |
| Fagan Associates, Inc. | 0.49% | Reduce -1.0% | 130,566 | $3.2M |
| Broadview Financial Management, LLC | 2.16% | Reduce -1.3% | 130,380 | $3.2M |
| Capital Advisors Inc. | 0.06% | Add +7.7% | 129,371 | $3.2M |
| Peachtree Investment Partners, LLC | 1.20% | Add +70.3% | 129,047 | $3.2M |
| Sowell Financial Services LLC | 0.13% | Add +0.6% | 128,511 | $3.1M |
| Milestone Asset Management Group, LLC | 2.32% | Add +0.2% | 128,125 | $3.1M |
| Roundview Capital LLC | 0.21% | Add +1.5% | 127,936 | $3.1M |
| Lazard Asset Management LLC | 0.00% | No change | 126,942 | $3.1M |
| Godsey & Gibb, Inc. | 0.29% | Add +8.8% | 126,876 | $3.1M |
| Penobscot Wealth Management | 1.10% | Add +443.6% | 126,233 | $3.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Reduce -3.1% | 123,243 | $3.0M |
| GTS Securities LLC | 0.13% | New | 122,300 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.3% | 122,227 | $3.0M |
| Western Wealth Management, LLC | 0.18% | Add +0.2% | 122,113 | $3.0M |
| Mosaic Family Wealth Partners, LLC | 0.38% | Add +1.3% | 121,112 | $3.0M |
| GW Henssler & Associates Ltd. | 0.16% | Reduce -1.7% | 120,311 | $2.9M |
| Kathmere Capital Management, LLC | 0.23% | Reduce -3.1% | 119,737 | $2.9M |
| Next Capital Management LLC | 1.08% | Reduce -0.5% | 119,505 | $2.9M |
| Clear Investment Research, LLC | 3.68% | Reduce -0.3% | 119,423 | $2.9M |
| C M Bidwell & Associates Ltd. | 1.51% | Reduce -6.4% | 118,781 | $2.9M |
| Flower City Capital | 1.71% | Reduce -1.0% | 118,752 | $2.9M |
| Tiaa Trust, National Association | 0.01% | Add +1.9% | 118,695 | $2.9M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Add +0.3% | 117,587 | $2.9M |
| Seneca Financial Advisors LLC | 1.10% | Reduce -0.0% | 116,293 | $2.8M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -1.6% | 116,235 | $2.8M |
| Avior Wealth Management, LLC | 0.10% | Reduce -4.5% | 115,971 | $2.8M |
| Hurley Capital, LLC | 1.98% | Reduce -1.5% | 115,248 | $2.8M |
| Valeo Financial Advisors, LLC | 0.07% | Reduce -14.8% | 114,401 | $2.8M |
| Jackson Creek Investment Advisors LLC | 0.75% | Reduce -2.2% | 114,365 | $2.8M |
| Wedmont Private Capital | 0.12% | Add +0.5% | 112,700 | $2.8M |
| Clearstead Advisors, LLC | 0.04% | Add +1.6% | 111,619 | $2.7M |
| WealthShield Partners, LLC | 0.33% | Reduce -6.2% | 111,557 | $2.7M |
| Brucke Financial, Inc. | 1.89% | Add +0.9% | 111,331 | $2.7M |
| Vantage Financial Partners, LLC | 0.63% | Reduce -2.1% | 111,076 | $2.7M |
| Traphagen Investment Advisors LLC | 0.26% | Add +0.3% | 110,689 | $2.7M |
| Stordahl Capital Management, Inc. | 0.59% | Reduce -0.6% | 108,687 | $2.7M |
| Joseph P. Lucia & Associates, LLC | 1.07% | Add +0.1% | 107,112 | $2.6M |
| Front Row Advisors LLC | 0.91% | Reduce -0.2% | 107,095 | $2.6M |
| Larson Financial Group LLC | 0.10% | Reduce -36.5% | 106,311 | $2.6M |
| Bawa N Mallick Trust | 1.07% | No change | 105,900 | $2.6M |
| Westmount Partners, LLC | 0.71% | Add +0.1% | 105,341 | $2.6M |
| Aspiring Ventures, LLC | 1.19% | Add +14.2% | 104,618 | $2.6M |
| Mayfair Advisory Group, LLC | 1.18% | Add +28.6% | 99,664 | $2.5M |
| Brookstone Capital Management | 0.03% | Reduce -8.8% | 102,103 | $2.5M |
| Phocas Financial Corp. | 0.36% | Reduce -0.5% | 102,081 | $2.5M |
| BOK Financial Private Wealth, Inc. | 0.17% | Reduce -1.0% | 102,045 | $2.5M |
| Arkadios Wealth Advisors | 0.07% | Add +308.4% | 101,913 | $2.5M |
| AdvisorNet Financial, Inc | 0.16% | Reduce -9.1% | 101,180 | $2.5M |
| Zhang Financial LLC | 0.11% | Add +4.5% | 101,162 | $2.5M |
| Worth Asset Management, LLC | 1.22% | Reduce -5.4% | 101,060 | $2.5M |
| Johnson Financial Group, LLC | 0.23% | Reduce -21.8% | 100,598 | $2.5M |
| Cabot Wealth Management Inc. | 0.29% | Reduce -1.5% | 100,563 | $2.5M |
| RIA Advisory Group LLC | 0.72% | Add +5.0% | 100,406 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.17% | Add +6.1% | 100,286 | $2.5M |
| Renaissance Technologies | 0.00% | New | 100,100 | $2.4M |
| Compass Financial Group, INC | 0.40% | Add +5.7% | 99,440 | $2.4M |
| CCG Wealth Management, LLC | 1.27% | Reduce -0.4% | 98,810 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | New | 97,638 | $2.4M |
| Harbor Asset Planning, Inc. | 2.25% | — | 96,563 | $2.4M |
| Wedgewood Investors Inc. | 2.72% | Reduce -5.6% | 96,534 | $2.4M |
| Signaturefd, LLC | 0.04% | Reduce -0.4% | 96,119 | $2.3M |
| Holderness Investments Co. | 0.50% | Add +2.8% | 95,711 | $2.3M |
| Duncker Streett & Co. Inc. | 0.42% | Reduce -0.7% | 94,865 | $2.3M |
| Lowery Thomas, LLC | 1.48% | Reduce -7.1% | 94,377 | $2.3M |
| S.E.E.D. Planning Group LLC | 0.72% | Reduce -0.8% | 94,106 | $2.3M |
| Mitchell Capital Management Co. | 0.43% | Add +5.8% | 92,240 | $2.3M |
| Capital Investment Advisors, LLC | 0.04% | Add +32.0% | 93,762 | $2.3M |
| Lifeworks Advisors, LLC | 0.34% | Reduce -19.8% | 93,745 | $2.3M |
| Victrix Investment Advisors | 1.01% | Reduce -4.1% | 93,216 | $2.3M |
| FAS Wealth Partners, Inc. | 0.17% | Reduce -1.1% | 93,013 | $2.3M |
| Callan Family Office, LLC | 0.07% | No change | 93,000 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -67.5% | 92,724 | $2.3M |
| Everhart Financial Group, Inc. | 0.26% | Reduce -1.5% | 92,695 | $2.3M |
| Rovin Capital /Ut/ | 0.68% | Reduce -1.1% | 92,386 | $2.3M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -0.5% | 92,357 | $2.3M |
| Principal Securities, Inc. | 0.04% | Reduce -3.6% | 91,552 | $2.2M |
| Stockman Wealth Management, Inc. | 0.30% | Reduce -3.0% | 91,506 | $2.2M |
| BlackRock, Inc. | 0.00% | Add +2.3% | 91,408 | $2.2M |
| Virtue Capital Management, LLC | 0.41% | Add +4.2% | 91,407 | $2.2M |
| Providence First Trust Co | 0.79% | New | 91,241 | $2.2M |
| RHS Financial, LLC | 1.26% | Reduce -21.4% | 90,691 | $2.2M |
| Verum Partners LLC | 0.51% | Reduce -0.9% | 90,673 | $2.2M |
| Rialto Wealth Management, LLC | 0.62% | Add +0.1% | 90,667 | $2.2M |
| Capital Advantage, Inc. | 0.35% | Reduce -7.2% | 89,805 | $2.2M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Add +4.7% | 89,329 | $2.2M |
| Outfitters Financial LLC | 1.85% | Add +5.2% | 88,700 | $2.2M |
| Relyea Zuckerberg Hanson LLC | 0.25% | Add +0.3% | 88,562 | $2.2M |
| Parsons Capital Management Inc. | 0.13% | Add +0.9% | 88,444 | $2.2M |
| Smith Anglin Financial, LLC | 0.20% | Reduce -15.4% | 88,164 | $2.2M |
| Clear Point Advisors Inc. | 1.81% | Reduce -0.1% | 87,902 | $2.1M |
| Elgethun Capital Management | 0.43% | Reduce -19.4% | 87,618 | $2.1M |
| Riverpoint Wealth Management Holdings, LLC | 0.50% | Reduce -0.8% | 87,369 | $2.1M |
| Simon Quick Advisors, LLC | 0.11% | Reduce -0.4% | 86,938 | $2.1M |
| American Investment Services, Inc. | 0.54% | Reduce -0.9% | 86,011 | $2.1M |
| Davidson Trust Co. | 0.97% | No change | 85,608 | $2.1M |
| L.K. Benson & Company, P.C. | 1.28% | Add +0.3% | 85,005 | $2.1M |
| Brown Brothers Harriman & Co. | 0.01% | Add +125.8% | 84,986 | $2.1M |
| Evoke Wealth, LLC | 0.05% | Add +4.2% | 84,810 | $2.1M |
| Seros Financial, LLC | 1.31% | Add +11.6% | 84,656 | $2.1M |
| Bull Oak Capital, LLC | 0.94% | Reduce -0.6% | 84,637 | $2.1M |
| Moisand Fitzgerald Tamayo, LLC | 0.26% | Add +0.3% | 83,589 | $2.0M |
| Successful Portfolios LLC | 1.26% | Add +1.1% | 83,571 | $2.0M |
| Cooper Financial Group | 0.24% | Reduce -1.8% | 82,505 | $2.0M |
| Bryn Mawr Trust Advisors, LLC | 0.11% | Add +0.6% | 82,388 | $2.0M |
| Pettyjohn, Wood & White, Inc. | 0.36% | Reduce -0.3% | 81,736 | $2.0M |
| Wynn Capital, LLC | 1.06% | No change | 81,015 | $2.0M |
| Alpha Omega Wealth Management LLC | 0.35% | Reduce -1.9% | 80,118 | $2.0M |
| Investor's Fiduciary Advisor Network, LLC | 0.73% | Add +161.5% | 79,984 | $2.0M |
| Plotkin Financial Advisors, LLC | 1.07% | Add +1.4% | 79,540 | $1.9M |
| Market Street Wealth Management Advisors LLC | 0.32% | Reduce -1.1% | 79,392 | $1.9M |
| LBMC Investment Advisors, LLC | 0.14% | Reduce -2.0% | 79,388 | $1.9M |
| Per Stirling Capital Management, LLC. | 0.25% | Reduce -2.2% | 79,281 | $1.9M |
| Cross Staff Investments Inc | 1.42% | Reduce -0.4% | 78,284 | $1.9M |
| Paces Ferry Wealth Advisors, LLC | 0.87% | Reduce -0.2% | 77,830 | $1.9M |
| Bouchey Financial Group, Ltd. | 0.16% | Reduce -0.0% | 77,799 | $1.9M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Reduce -2.4% | 77,080 | $1.9M |
| American Financial Advisors, LLC | 0.26% | Add +0.0% | 77,073 | $1.9M |
| Aspen Investment Management Inc | 0.78% | Add +0.5% | 76,179 | $1.9M |
| Capital Management Associates, Inc | 0.59% | Reduce -49.9% | 75,937 | $1.9M |
| Sebold Capital Management, Inc. | 1.13% | Reduce -6.2% | 75,232 | $1.8M |
| Pennsylvania Capital Management Inc. | 0.59% | Add +6.7% | 75,195 | $1.8M |
| Garde Capital, Inc. | 0.10% | Reduce -1.5% | 75,099 | $1.8M |
| Heritage Trust Co | 0.21% | Reduce -21.0% | 74,718 | $1.8M |
| Independent Financial Group, LLC | 0.05% | Add +5.2% | 74,318 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -7.8% | 73,902 | $1.8M |
| Pinnacle Family Advisors, LLC | 0.88% | Reduce -8.2% | 73,718 | $1.8M |
| Novare Capital Management LLC | 0.15% | Reduce -5.1% | 73,464 | $1.8M |
| AlTi Global, Inc. | 0.04% | Reduce -3.5% | 73,230 | $1.8M |
| JFS Wealth Advisors, LLC | 0.11% | Add +2.6% | 73,022 | $1.8M |
| Cutler Investment Counsel LLC | 0.20% | Add +35.7% | 72,009 | $1.8M |
| FineMark National Bank & Trust | 0.06% | No change | 71,862 | $1.8M |
| Wiser Advisor Group LLC | 3.04% | Add +12.2% | 71,603 | $1.7M |
| Main Street Group, LTD | 0.63% | Reduce -1.6% | 71,495 | $1.7M |
| Compass Ion Advisors, LLC | 0.19% | Reduce -8.3% | 70,985 | $1.7M |
| Sax Wealth Advisors, LLC | 0.10% | Add +14.0% | 70,305 | $1.7M |
| Freestone Capital Holdings, LLC | 0.06% | Reduce -17.5% | 69,965 | $1.7M |
| Foster Group, Inc. | 0.06% | Add +0.3% | 69,935 | $1.7M |
| Fifth Third Securities, Inc. | 0.13% | Reduce -12.5% | 69,678 | $1.7M |
| Westbourne Investments, Inc. | 0.91% | Add +0.7% | 69,563 | $1.7M |
| MADDEN SECURITIES Corp | 0.58% | Add +0.3% | 69,405 | $1.7M |
| Oldfather Financial Services, LLC | 0.58% | Reduce -0.5% | 69,183 | $1.7M |
| Financial Advocates Investment Management | 0.14% | Reduce -4.0% | 69,071 | $1.7M |
| Avant Capital LLC | 1.29% | Reduce -1.8% | 68,151 | $1.7M |
| Townsend Asset Management Corp. /NC/ | 0.60% | Reduce -3.4% | 67,989 | $1.7M |
| Vision Capital Management, Inc. | 0.22% | Reduce -0.8% | 67,983 | $1.7M |
| Weaver Capital Management LLC | 0.41% | Reduce -18.8% | 67,929 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -4.0% | 67,827 | $1.7M |
| Warwick Investment Management, Inc. | 0.32% | No change | 67,668 | $1.7M |
| Creative Financial Designs Inc. | 0.12% | Add +6.2% | 67,613 | $1.7M |
| AMG National Trust Bank | 0.04% | Add +0.1% | 67,556 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -85.5% | 67,394 | $1.6M |
| Evanson Asset Management, LLC | 0.10% | Add +0.1% | 67,000 | $1.6M |
| Emergent Wealth Advisors, LLC | 1.03% | Reduce -3.8% | 66,218 | $1.6M |
| Capital Advisors, Ltd. LLC | 0.20% | No change | 66,021 | $1.6M |
| Human Investing LLC | 0.25% | Add +8.1% | 65,107 | $1.6M |
| International Private Wealth Advisors LLC | 1.36% | Reduce -6.2% | 65,078 | $1.6M |
| Burk Holdings LLC | 1.00% | Reduce -1.6% | 65,014 | $1.6M |
| Vermillion Wealth Management, Inc. | 0.75% | Add +1.1% | 64,699 | $1.6M |
| SeaCrest Wealth Management, LLC | 0.17% | Reduce -4.3% | 64,390 | $1.6M |
| Millennium Capital Advisors, LLC | 1.04% | Reduce -0.9% | 63,720 | $1.6M |
| Atlantic Union Bankshares Corp | 0.04% | New | 63,624 | $1.6M |
| Intrepid Capital Management Inc. | 0.82% | Add +0.0% | 63,551 | $1.6M |
| Chatham Capital Group, Inc. | 0.24% | No change | 63,470 | $1.6M |
| Abacus Planning Group, Inc. | 0.23% | Reduce -0.3% | 63,199 | $1.5M |
| Ifrah Financial Services, Inc. | 0.42% | Reduce -3.0% | 62,780 | $1.5M |
| James J. Burns & Company, LLC | 0.25% | Add +2.0% | 62,748 | $1.5M |
| Cherry Tree Wealth Management, LLC | 0.36% | Add +0.4% | 62,684 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +33.3% | 62,112 | $1.5M |
| CX Institutional | 0.05% | Add +27108.8% | 62,036 | $1.5M |
| Ironwood Financial, llc | 0.32% | No change | 68,586 | $1.5M |
| Family Manage LLC | 0.23% | Add +0.0% | 61,671 | $1.5M |
| Citadel Advisors | 0.00% | Add +272.4% | 61,518 | $1.5M |
| Brown Advisory Inc. | 0.00% | Reduce -4.9% | 61,034 | $1.5M |
| CGN Advisors LLC | 0.13% | Reduce -1.5% | 60,898 | $1.5M |
| CWC Advisors, LLC. | 0.77% | Reduce -0.6% | 60,846 | $1.5M |
| Breakwater Investment Management | 0.57% | Reduce -23.9% | 60,321 | $1.5M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -0.5% | 60,288 | $1.5M |
| Heartwood Wealth Advisors LLC | 0.15% | Add +246.3% | 59,800 | $1.5M |
| IFG Advisory, LLC | 0.07% | Reduce -3.8% | 59,386 | $1.5M |
| Brooklyn Investment Group | 0.19% | Add +139.6% | 59,339 | $1.5M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Reduce -0.6% | 59,285 | $1.4M |
| Passive Capital Management, LLC. | 0.45% | No change | 59,166 | $1.4M |
| GenWealth Group, Inc. | 0.29% | Add +25.7% | 58,848 | $1.4M |
| Tritonpoint Wealth, LLC | 0.13% | Reduce -36.9% | 58,650 | $1.4M |
| Glenmede Investment Management, LP | 0.01% | — | 58,533 | $1.4M |
| Tilia Fiduciary Partners, Inc. | 0.87% | Add +0.2% | 58,376 | $1.4M |
| Pinnacle Wealth Planning Services, Inc. | 0.19% | New | 57,960 | $1.4M |
| Stone Summit Wealth LLC | 0.44% | Add +5.7% | 57,868 | $1.4M |
| David Wealth Management LLC | 1.05% | Add +25.3% | 57,775 | $1.4M |
| Empower Advisory Group, LLC | 0.00% | Reduce -34.1% | 57,598 | $1.4M |
| &partners | 0.01% | Reduce -22.8% | 57,009 | $1.4M |
| Carret Asset Management, LLC | 0.15% | Add +0.6% | 56,856 | $1.4M |
| Elios Financial Group Inc. | 0.63% | Add +12.2% | 56,504 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | Add +22.4% | 56,099 | $1.4M |
| Clear Creek Financial Management, LLC | 0.13% | Reduce -2.5% | 56,039 | $1.4M |
| Evolution Advisers, Inc. | 0.67% | Reduce -0.2% | 55,773 | $1.4M |
| Modern Wealth Management, LLC | 0.03% | Reduce -2.7% | 55,354 | $1.4M |
| Fortitude Advisory Group L.L.C. | 0.77% | Add +2.1% | 55,267 | $1.4M |
| Capasso Planning Partners LLC | 0.76% | Reduce -25.9% | 55,025 | $1.3M |
| Everest Private Wealth | 0.96% | New | 54,462 | $1.3M |
| Fort Point Capital Partners LLC | 0.13% | Add +431.5% | 54,220 | $1.3M |
| Veery Capital, LLC | 0.46% | Reduce -1.0% | 54,210 | $1.3M |
| Hardin Capital Partners, LLC | 0.78% | Add +0.1% | 54,139 | $1.3M |
| Vanguard Capital Wealth Advisors | 1.31% | Add +16.7% | 53,964 | $1.3M |
| Texas Yale Capital Corp. | 0.04% | No change | 53,900 | $1.3M |
| Global Retirement Partners, LLC | 0.03% | — | 53,842 | $1.3M |
| Moneco Advisors, LLC | 0.12% | Add +1.3% | 53,569 | $1.3M |
| Sonora Investment Management Group, LLC | 0.10% | Add +0.7% | 53,499 | $1.3M |
| Aull & Monroe Investment Management Corp | 0.70% | Reduce -2.5% | 53,037 | $1.3M |
| Trust Point Inc. | 0.12% | Add +198.0% | 52,570 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +11.6% | 52,403 | $1.3M |
| Ariadne Wealth Management, LP | 0.60% | No change | 49,482 | $1.3M |
| Alley Investment Management Company, LLC | 0.15% | Reduce -7.2% | 51,267 | $1.3M |
| Coppell Advisory Solutions LLC | 0.15% | Reduce -31.6% | 51,022 | $1.2M |
| Capital Analysts, LLC | 0.04% | Add +7.8% | 50,675 | $1.2M |
| SageView Advisory Group, LLC | 0.05% | Reduce -0.6% | 48,997 | $1.2M |
| Facet Wealth, Inc. | 0.03% | Reduce -5.4% | 49,292 | $1.2M |
| Seneca House Advisors | 0.52% | Add +10.2% | 50,269 | $1.2M |
| Comerica Bank | 0.00% | Reduce -16.4% | 50,013 | $1.2M |
| Sovran Advisors, LLC | 0.13% | New | 49,587 | $1.2M |
| Vernal Point Advisors, LLC | 0.71% | No change | 49,806 | $1.2M |
| Clarity Capital Advisors, LLC | 0.71% | Add +0.3% | 49,779 | $1.2M |
| Howe & Rusling Inc. | 0.09% | Add +19.9% | 49,631 | $1.2M |
| Evergreen Capital Management LLC | 0.04% | Add +0.0% | 49,360 | $1.2M |
| Lynx Investment Advisory | 0.78% | Add +4.8% | 49,114 | $1.2M |
| Crewe Advisors LLC | 0.17% | Add +0.5% | 48,880 | $1.2M |
| Lincoln Capital Corp. | 0.46% | New | 48,658 | $1.2M |
| Ulland Investment Advisors, LLC | 0.97% | Reduce -6.8% | 48,603 | $1.2M |
| Dravo Bay LLC | 0.57% | Reduce -26.2% | 36,953 | $1.2M |
| Keybank National Association | 0.00% | Reduce -13.6% | 48,524 | $1.2M |
| Bfsg, LLC | 0.13% | Add +4.5% | 48,441 | $1.2M |
| FSM Wealth Advisors, LLC | 0.19% | Add +1.1% | 48,010 | $1.2M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -4.3% | 47,791 | $1.2M |
| Colorado Capital Management, Inc. | 0.50% | No change | 47,591 | $1.2M |
| HUB Investment Partners, LLC | 0.04% | Add +2.5% | 47,515 | $1.2M |
| Joule Financial, LLC | 0.38% | Reduce -2.4% | 47,301 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +0.0% | 47,208 | $1.2M |
| Petra Financial Advisors Inc. | 0.73% | Add +3.0% | 47,043 | $1.1M |
| Everstar Asset Management, LLC | 0.70% | Reduce -21.6% | 46,993 | $1.1M |
| Cozad Asset Management Inc. | 0.10% | Reduce -0.9% | 46,967 | $1.1M |
| Diversified Trust Co. | 0.03% | Add +159.0% | 46,788 | $1.1M |
| Evolution Wealth Management Inc. | 1.39% | — | 46,101 | $1.1M |
| Wealthcare Capital Management LLC | 0.12% | Reduce -7.2% | 45,798 | $1.1M |
| Lathrop Investment Management Co. | 0.21% | Add +7.0% | 45,455 | $1.1M |
| Vanguard Group Inc. | 0.00% | Add +1.6% | 45,300 | $1.1M |
| Michels Family Financial, LLC | 0.94% | Reduce -1.6% | 45,047 | $1.1M |
| Rothschild Wealth LLC | 0.27% | Reduce -1.8% | 44,977 | $1.1M |
| Aurora Private Wealth, Inc. | 0.81% | Reduce -4.8% | 44,899 | $1.1M |
| Landmark Wealth Management, Inc. | 0.47% | New | 44,823 | $1.1M |
| Sachem Hill LLC | 0.22% | Reduce -25.1% | 44,787 | $1.1M |
| HHM Wealth Advisors, LLC | 0.13% | No change | 44,577 | $1.1M |
| Compass Advisory Group LLC | 0.34% | Reduce -10.7% | 44,500 | $1.1M |
| Firestone Capital Management | 0.26% | Add +5.9% | 44,401 | $1.1M |
| ORG Partners LLC | 0.24% | Reduce -6.3% | 44,232 | $1.1M |
| Econ Financial Services Corp | 0.55% | Reduce -4.7% | 43,683 | $1.1M |
| Stewardship Advisors, LLC | 0.27% | Add +2.2% | 43,553 | $1.1M |
| Kondo Wealth Advisors, Inc. | 0.47% | No change | 43,449 | $1.1M |
| Ascent Group, LLC | 0.04% | Add +50.0% | 43,374 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.26% | Add +0.0% | 43,257 | $1.1M |
| St. Nicholas Private Asset Management, Inc. | 0.98% | Add +0.3% | 43,235 | $1.1M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -15.7% | 43,201 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | Add +24.6% | 43,186 | $1.1M |
| Vishria Bird Financial Group, LLC | 0.34% | Reduce -2.2% | 42,369 | $1.0M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -0.1% | 42,351 | $1.0M |
| Twele Capital Management, Inc. | 0.21% | Reduce -4.0% | 42,321 | $1.0M |
| Retirement Planning Group, LLC | 0.04% | Reduce -7.2% | 42,222 | $1.0M |
| Compound Planning, Inc. | 0.04% | Add +22.2% | 41,843 | $1.0M |
| Orcam Financial Group | 0.89% | Add +0.0% | 41,716 | $1.0M |
| Jacobsen Capital Management | 0.37% | Add +0.1% | 41,522 | $1.0M |
| Leading Edge Financial Planning LLC | 0.28% | Add +0.4% | 41,501 | $1.0M |
| Earned Wealth Advisors, LLC | 0.20% | Reduce -23.0% | 41,337 | $1.0M |
| Lawson Kroeker Investment Management Inc. | 0.19% | New | 41,328 | $1.0M |
| Noble Family Wealth, LLC | 0.24% | No change | 40,905 | $1000K |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +1.2% | 40,809 | $997K |
| Robinson Smith Wealth Advisors LLC | 0.80% | Add +4.5% | 40,792 | $997K |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -39.7% | 40,514 | $990K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +18.1% | 40,248 | $984K |
| One Wealth Capital Management, LLC | 0.46% | Add +0.0% | 40,097 | $980K |
| StoneX Group Inc. | 0.05% | Add +8.5% | 39,996 | $978K |
| Beam Wealth Advisors, Inc. | 0.29% | Reduce -0.8% | 39,765 | $972K |
| Park Edge Advisors, LLC | 0.25% | Reduce -10.7% | 39,715 | $971K |
| Park Capital Management, LLC / WI | 0.90% | Reduce -3.5% | 39,703 | $970K |
| Farmers Trust Co. | 0.18% | No change | 39,384 | $963K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.3% | 39,296 | $960K |
| Cura Wealth Advisors, LLC | 0.44% | No change | 38,754 | $947K |
| Compass Capital Corp. /Ma/ | 0.44% | Reduce -25.3% | 37,406 | $943K |
| Cambridge Advisors Inc. | 0.20% | Reduce -5.1% | 38,304 | $936K |
| Walker Financial Services, Inc. | 0.42% | Reduce -6.4% | 38,200 | $934K |
| Evensky & Katz LLC | 0.06% | Reduce -5.3% | 38,188 | $933K |
| Mirador Capital Partners LP | 0.15% | Reduce -1.0% | 38,171 | $933K |
| Franklin Resources Inc. | 0.00% | No change | 37,971 | $928K |
| Venture Visionary Partners LLC | 0.03% | Add +7.0% | 37,807 | $924K |
| Marietta Investment Partners LLC | 0.20% | Reduce -3.0% | 37,602 | $919K |
| Praetorian Wealth Management, Inc. | 0.21% | Add +1.0% | 37,079 | $906K |
| Alternative Investment Advisors, LLC. | 0.45% | Reduce -3.0% | 36,886 | $901K |
| Nalls Sherbakoff Group, LLC | 0.66% | No change | 36,819 | $900K |
| Carnegie Investment Counsel | 0.02% | Reduce -1.4% | 36,641 | $896K |
| Curio Wealth, LLC | 0.39% | Add +913250.0% | 36,534 | $893K |
| FF Advisors,LLC | 0.46% | No change | 36,210 | $885K |
| Victory Financial Group, LLC | 0.14% | Reduce -0.0% | 36,077 | $882K |
| Smith Salley Wealth Management | 0.05% | Add +6.5% | 36,072 | $882K |
| Serenus Wealth Advisors, LLC | 0.15% | No change | 44,687 | $877K |
| Catalyst Financial Partners LLC | 0.10% | Reduce -10.2% | 35,790 | $875K |
| Oxford Financial Group, LTD. LLC | 0.05% | No change | 35,661 | $872K |
| Continuum Advisory, LLC | 0.10% | Add +16.5% | 35,558 | $869K |
| Summit Asset Management, LLC | 0.14% | No change | 35,475 | $867K |
| Bridgewater Advisors Inc. | 0.07% | Add +0.0% | 34,291 | $863K |
| Heritage Investment Group, Inc. | 0.15% | No change | 35,289 | $862K |
| Covington Investment Advisors Inc. | 0.12% | Add +4.0% | 35,108 | $858K |
| Baird Financial Group, Inc. | 0.00% | Add +25.1% | 35,076 | $857K |
| Keystone Wealth Services, LLC | 0.21% | Add +0.1% | 34,944 | $854K |
| Independent Advisor Alliance | 0.02% | Add +30.8% | 34,917 | $853K |
| XML Financial, LLC | 0.07% | Add +1.1% | 34,723 | $849K |
| Accurate Wealth Management, LLC | 0.13% | Add +98.7% | 34,165 | $847K |
| Trellis Wealth Advisors LLC | 0.36% | No change | 34,128 | $834K |
| Mainstay Capital Management LLC | 0.04% | Add +96.7% | 34,008 | $831K |
| Horst & Graben Wealth Management LLC | 0.14% | Reduce -0.0% | 33,842 | $827K |
| LifePlan Financial, LLC | 0.69% | Reduce -0.4% | 33,836 | $827K |
| Cascade Financial Partners, LLC | 0.10% | Reduce -0.1% | 33,618 | $822K |
| Revisor Wealth Management LLC | 0.30% | Add +19.4% | 33,113 | $821K |
| Crux Wealth Advisors | 0.35% | Add +0.3% | 33,460 | $818K |
| Fiduciary Family Office, LLC | 0.27% | No change | 33,177 | $811K |
| Kiley Juergens Wealth Management, LLC | 0.19% | Add +0.2% | 33,074 | $808K |
| Regal Investment Advisors LLC | 0.06% | Reduce -3.5% | 32,701 | $799K |
| Citizens Financial Group Inc. | 0.01% | Add +30.4% | 32,687 | $799K |
| Mitchell Sinkler & Starr | 0.38% | Add +15.7% | 32,648 | $798K |
| Klingman & Associates, LLC | 0.04% | No change | 32,584 | $796K |
| First Financial Bankshares Inc | 0.02% | New | 32,546 | $795K |
| CM Wealth Advisors LLC | 0.23% | Add +1.3% | 32,538 | $795K |
| Watershed Private Wealth LLC | 0.29% | Reduce -0.0% | 32,335 | $790K |
| Security Financial Services, INC. | 0.14% | No change | 32,187 | $787K |
| Plante Moran Financial Advisors, LLC | 0.06% | Add +1.8% | 32,118 | $785K |
| Greenleaf Trust | 0.01% | No change | 31,836 | $778K |
| Cypress Financial Planning LLC | 0.26% | Add +0.1% | 31,783 | $777K |
| Rede Wealth, LLC | 0.28% | No change | 31,782 | $777K |
| Bernardo Wealth Planning LLC | 0.17% | New | 31,661 | $774K |
| Chesapeake Wealth Management | 0.26% | Reduce -0.5% | 31,500 | $770K |
| Disciplined Investors, L.L.C. | 0.60% | Reduce -1.3% | 31,343 | $766K |
| Parkside Financial Bank & Trust | 0.08% | Reduce -3.6% | 30,975 | $757K |
| M&T Bank Corp | 0.00% | Reduce -11.5% | 30,773 | $752K |
| Granite Bay Wealth Management, LLC | 0.24% | Reduce -29.4% | 30,790 | $752K |
| Smartleaf Asset Management LLC | 0.07% | Reduce -28.2% | 30,772 | $749K |
| Spire Wealth Management | 0.03% | Reduce -40.3% | 30,575 | $747K |
| John W. Brooker & Co., CPAs | 1.75% | Reduce -82.9% | 30,147 | $747K |
| Investment Planning Advisors, Inc. | 0.26% | Add +172.8% | 30,529 | $746K |
| WealthPLAN Partners, LLC | 0.12% | Add +3.3% | 30,440 | $744K |
| ARK & TLK Investments, LLC | 0.24% | No change | 30,429 | $744K |
| Fulton Breakefield Broenniman LLC | 0.05% | No change | 30,345 | $742K |
| National Wealth Management Group, LLC | 0.41% | Add +37.0% | 30,197 | $738K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -14.3% | 30,134 | $736K |
| Single Point Partners, LLC | 0.16% | No change | 29,859 | $730K |
| Bedel Financial Consulting, Inc. | 0.10% | No change | 29,770 | $728K |
| TrueWealth Advisors, LLC | 0.22% | No change | 29,757 | $727K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +2.5% | 29,651 | $725K |
| WestHill Financial Advisors, Inc. | 0.15% | Add +3.8% | 29,455 | $720K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -8.1% | 29,293 | $716K |
| Tanglewood Wealth Management, Inc. | 0.07% | Add +0.0% | 29,250 | $715K |
| Dana Investment Advisors, Inc. | 0.02% | Add +3.5% | 29,203 | $714K |
| Ironwood Investment Counsel, LLC | 0.11% | Reduce -0.1% | 29,141 | $712K |
| Mgo One Seven LLC | 0.02% | Reduce -10.7% | 28,848 | $705K |
| Oarsman Capital, Inc. | 0.11% | Add +4.2% | 28,846 | $705K |
| L. Roy Papp & Associates, LLP | 0.08% | Reduce -1.7% | 28,721 | $702K |
| Joel Isaacson & Co., LLC | 0.03% | Add +77.1% | 28,682 | $701K |
| TFR Capital, LLC. | 0.25% | No change | 28,600 | $699K |
| Mason & Associates, LLC | 0.17% | Reduce -0.4% | 28,469 | $696K |
| Retirement Income Solutions, Inc. | 0.13% | Add +6.6% | 28,455 | $695K |
| GS Investments, Inc. | 0.31% | Add +0.9% | 28,435 | $695K |
| Foundation Wealth Management, LLC\PA | 0.30% | No change | 28,299 | $692K |
| Neuberger Berman Group LLC | 0.00% | New | 28,023 | $685K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 27,965 | $683K |
| Smith, Moore & Co. | 0.06% | No change | 27,843 | $680K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -4.8% | 27,801 | $679K |
| Fiduciary Alliance LLC | 0.05% | Add +7.7% | 27,576 | $674K |
| Townsquare Capital LLC | 0.07% | Reduce -86.4% | 27,373 | $669K |
| CreativeOne Wealth, LLC | 0.02% | Add +8.8% | 27,340 | $668K |
| Claro Advisors Inc. | 0.11% | Reduce -8.1% | 27,186 | $664K |
| New England Private Wealth Advisors LLC | 0.10% | Add +0.2% | 26,379 | $663K |
| Armstrong Advisory Group, Inc. | 0.05% | Add +36.3% | 26,897 | $657K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.8% | 26,878 | $657K |
| Founders Financial Securities LLC | 0.05% | Add +0.1% | 26,852 | $656K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Add +1.4% | 26,696 | $652K |
| Edgestream Partners, L.P. | 0.02% | New | 26,688 | $652K |
| Beaird Harris Wealth Management, LLC | 0.05% | Reduce -0.3% | 26,640 | $651K |
| Connecticut Wealth Management, LLC | 0.03% | Add +49.3% | 26,357 | $644K |
| Fisher Asset Management | 0.00% | Reduce -34.3% | 26,275 | $642K |
| BlackDiamond Wealth Management, LLC | 0.37% | Reduce -3.0% | 26,168 | $640K |
| Rehmann Capital Advisory Group | 0.04% | Add +9.7% | 26,143 | $639K |
| Goldstein Advisors, LLC | 0.09% | Add +0.3% | 26,083 | $637K |
| Harbour Investment Management LLC | 0.28% | No change | 26,034 | $636K |
| First Trust Advisors LP | 0.00% | New | 25,887 | $633K |
| Valtinson Bruner Financial Planning LLC | 0.20% | Reduce -1.1% | 25,881 | $633K |
| Hartline Investment Corp./ | 0.07% | No change | 25,864 | $632K |
| Evernest Financial Advisors, LLC | 0.20% | Add +0.2% | 25,760 | $630K |
| Slow Capital, Inc. | 0.08% | Reduce -14.2% | 25,651 | $627K |
| Gibson Capital, LLC | 0.12% | Reduce -32.5% | 25,599 | $626K |
| Rockbridge Investment Management, LCC | 0.07% | Add +0.3% | 25,577 | $625K |
| Davis Wealth Advisors, LLC | 0.66% | Reduce -13.8% | 25,552 | $624K |
| Cape Investment Advisory, Inc. | 0.23% | Reduce -0.9% | 25,407 | $621K |
| Aaron Wealth Advisors LLC | 0.06% | Add +20.9% | 25,289 | $618K |
| Pasadena Private Wealth, LLC | 0.11% | Add +2.6% | 25,273 | $618K |
| Vertex Planning Partners, LLC | 0.13% | No change | 25,051 | $612K |
| GHP Investment Advisors, Inc. | 0.03% | Add +0.1% | 24,855 | $607K |
| Whipplewood Advisors, LLC | 0.33% | Add +739.3% | 24,783 | $606K |
| Clark Asset Management, LLC | 0.08% | New | 24,594 | $601K |
| Mission Creek Capital Partners, Inc. | 0.13% | No change | 82,127 | $600K |
| Landmark Wealth Management, LLC | 0.25% | Add +26.5% | 24,347 | $595K |
| Williams & Novak, LLC | 0.50% | No change | 24,270 | $593K |
| One Capital Management, LLC | 0.02% | Reduce -81.7% | 24,187 | $591K |
| Capital Planning LLC | 0.18% | Add +64.4% | 24,044 | $588K |
| Acropolis Investment Management, LLC | 0.03% | No change | 23,990 | $586K |
| Moseley Investment Management Inc. | 0.20% | Reduce -2.0% | 23,941 | $585K |
| Resurgent Financial Advisors LLC | 0.32% | No change | 23,790 | $581K |
| Clarius Group, LLC | 0.03% | New | 23,712 | $580K |
| Plan A Wealth LLC | 0.32% | Add +41.5% | 23,430 | $573K |
| Root Financial Partners, LLC | 0.06% | Reduce -30.1% | 23,369 | $571K |
| First Manhattan Co. Llc. | 0.00% | No change | 23,106 | $565K |
| PFG Investments, LLC | 0.03% | New | 22,876 | $559K |
| Ted Buchan & Co | 0.22% | New | 22,860 | $559K |
| Gainplan LLC | 0.25% | Reduce -37.7% | 22,842 | $558K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.1% | 22,773 | $557K |
| Pflug Koory, LLC | 0.28% | Add +2.5% | 22,653 | $554K |
| Financial Management Network Inc. | 0.10% | Reduce -7.5% | 22,250 | $551K |
| Physician Wealth Advisors, Inc. | 0.09% | No change | 22,482 | $549K |
| Compass Planning Associates Inc | 0.50% | Add +0.3% | 22,437 | $548K |
| Triad Wealth Partners, LLC | 0.11% | Add +26.5% | 22,340 | $546K |
| Boyd Wealth Management, LLC | 0.24% | New | 22,318 | $545K |
| Heritage Financial Services, LLC | 0.05% | No change | 22,274 | $544K |
| Parkside Advisors LLC | 0.12% | No change | 22,206 | $543K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -0.4% | 21,848 | $534K |
| Gill Capital Partners, LLC | 0.17% | Reduce -0.1% | 21,778 | $532K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +2.9% | 21,726 | $531K |
| Aspect Partners, LLC | 0.26% | No change | 21,612 | $528K |
| Certuity, LLC | 0.05% | Add +0.0% | 21,374 | $522K |
| First County Bank | 0.28% | Reduce -4.0% | 21,371 | $522K |
| North Forty Two & Co. | 0.56% | Reduce -2.3% | 21,368 | $522K |
| Fairman Group, LLC | 0.43% | Add +4.7% | 21,185 | $518K |
| LCNB Corp. | 0.18% | No change | 21,126 | $516K |
| Nwam LLC | 0.03% | Add +1.5% | 20,538 | $514K |
| Associated Banc-Corp | 0.01% | Reduce -23.6% | 21,026 | $514K |
| McDonald Partners LLC | 0.12% | No change | 20,957 | $512K |
| DecisionPoint Financial, LLC | 0.13% | No change | 20,879 | $511K |
| Arax Advisory Partners | 0.02% | Add +5.8% | 20,878 | $510K |
| Rockwood Wealth Management, LLC | 0.04% | No change | 20,792 | $508K |
| Motive Wealth Advisors | 0.23% | No change | 20,682 | $505K |
| Brio Consultants, LLC | 0.07% | Add +16.1% | 20,211 | $494K |
| VSM Wealth Advisory, LLC | 0.16% | Reduce -95.2% | 17,844 | $494K |
| Grey Ledge Advisors, LLC | 0.12% | Reduce -3.2% | 20,147 | $493K |
| Martel Wealth Advisors LLC | 0.09% | Add +0.3% | 20,071 | $491K |
| ERn Financial, LLC | 0.10% | Reduce -2.6% | 20,040 | $490K |
| RFG Advisory, LLC | 0.01% | Reduce -20.6% | 19,979 | $488K |
| Rf&l Wealth Management, LLC | 0.31% | Add +14.1% | 19,886 | $486K |
| Colton Groome Financial Advisors, LLC | 0.16% | No change | 19,855 | $485K |
| Laurel Wealth Advisors LLC | 0.07% | Add +1.2% | 19,841 | $485K |
| Crestmont Private Wealth LLC | 0.18% | Add +7.0% | 19,837 | $485K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.1% | 19,832 | $485K |
| Trek Financial, LLC | 0.03% | Add +10.6% | 19,762 | $483K |
| Morton Capital Management LLC | 0.09% | Add +0.0% | 19,739 | $482K |
| Goepper Burkhardt LLC | 0.18% | Add +3.5% | 19,647 | $480K |
| LexAurum Advisors, LLC | 0.08% | Add +10.8% | 19,501 | $477K |
| Retirement Guys Formula LLC | 0.18% | Reduce -3.7% | 19,448 | $475K |
| Clayton Financial Group LLC | 0.56% | Reduce -94.3% | 19,393 | $474K |
| Leo Wealth, LLC | 0.04% | New | 19,321 | $472K |
| Waldron Private Wealth LLC | 0.02% | Add +5.8% | 19,316 | $472K |
| Blue Trust, Inc. | 0.01% | Reduce -0.1% | 19,230 | $470K |
| Essex Bank | 0.11% | Reduce -2.7% | 19,013 | $464K |
| Arlington Financial Advisors, LLC | 0.08% | Add +5.5% | 18,975 | $464K |
| NBT Bank, N.A. | 0.03% | Reduce -1.4% | 18,878 | $461K |
| J. L. Bainbridge & Co., Inc. | 0.04% | Reduce -8.6% | 18,834 | $460K |
| GK Wealth Management LLC | 0.46% | Add +39.7% | 18,814 | $460K |
| Members Trust Co | 0.02% | No change | 18,800 | $459K |
| Cadent Capital Advisors, LLC | 0.15% | Add +0.1% | 18,760 | $458K |
| AssuredPartners Investment Advisors, LLC | 0.11% | Reduce -69.7% | 18,699 | $457K |
| Means Investment Co., Inc. | 0.04% | Reduce -19.1% | 18,597 | $455K |
| Weik Capital Management | 0.18% | Add +4.5% | 18,545 | $453K |
| MBE Wealth Management, LLC | 0.20% | Reduce -0.4% | 18,432 | $450K |
| Patten & Patten Inc. | 0.03% | Reduce -0.1% | 18,429 | $450K |
| Basepoint Wealth LLC | 0.35% | Add +0.3% | 18,390 | $449K |
| Round Rock Advisors LLC | 0.08% | No change | 18,371 | $449K |
| DDD Partners, LLC | 0.05% | Reduce -3.1% | 18,341 | $448K |
| Vident Advisory, LLC | 0.01% | Add +0.4% | 18,256 | $446K |
| Acas, LLC | 0.30% | Reduce -1.9% | 17,468 | $446K |
| Pinnacle Bancorp, Inc. | 0.14% | Add +13.7% | 18,162 | $444K |
| Balanced Rock Investment Advisors LLC | 0.35% | Reduce -0.1% | 18,135 | $443K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -9.8% | 18,126 | $443K |
| GEM Asset Management, LLC | 0.23% | Add +39.0% | 17,962 | $442K |
| Carmel Capital Partners, LLC | 0.15% | No change | 18,010 | $440K |
| Pioneer Trust Bank N A | 0.11% | No change | 18,000 | $440K |
| Pathway Financial Advisors LLC | 0.06% | No change | 17,838 | $436K |
| TPG Advisors LLC | 0.32% | Add +0.1% | 17,830 | $436K |
| JDM Financial Group LLC | 0.21% | Add +12.6% | 17,799 | $435K |
| Bellevue Asset Management, LLC | 0.21% | Add +0.0% | 17,790 | $435K |
| Good Life Advisors, LLC | 0.03% | New | 17,761 | $434K |
| Geometric Wealth Advisors | 0.06% | No change | 17,746 | $434K |
| Forum Financial Management, LP | 0.01% | Add +1.3% | 17,696 | $433K |
| Armor Investment Advisors, LLC | 0.16% | No change | 17,694 | $432K |
| Capstone Financial Advisors, Inc. | 0.02% | Add +9.2% | 17,567 | $429K |
| Ahl Investment Management, Inc. | 0.28% | Reduce -15.5% | 17,440 | $426K |
| Peak Asset Management, LLC | 0.08% | No change | 17,430 | $426K |
| Riverview Capital Advisers, LLC | 0.12% | Add +0.3% | 17,382 | $425K |
| Signal Tree Financial Partners LLC | 0.36% | Reduce -1.6% | 17,329 | $424K |
| WPG Advisers, LLC | 0.36% | Reduce -3.0% | 17,295 | $423K |
| Centaurus Financial, Inc. | 0.02% | Add +9.3% | 17,264 | $422K |
| Grantvest Financial Group LLC | 0.31% | Reduce -3.4% | 17,259 | $422K |
| Empirical Asset Management, LLC | 0.13% | Reduce -1.2% | 17,208 | $421K |
| Obermeyer Wealth Partners | 0.02% | New | 17,187 | $420K |
| Penobscot Investment Management Company, Inc. | 0.04% | No change | 17,100 | $418K |
| D.A. Davidson & Co. | 0.00% | Reduce -3.3% | 17,049 | $417K |
| Flagship Private Wealth, LLC | 0.18% | No change | 17,021 | $416K |
| Nautilus Advisors LLC | 0.30% | Add +1.8% | 16,950 | $414K |
| Lafayette Investments, Inc. | 0.08% | Add +0.4% | 16,927 | $414K |
| Hudock, Inc. | 0.07% | Add +0.1% | 16,914 | $413K |
| Tobias Financial Advisors, Inc. | 0.07% | Add +0.0% | 16,882 | $413K |
| Spreng Capital Management, Inc. | 0.17% | Reduce -18.6% | 16,840 | $412K |
| Northeast Financial Consultants Inc | 0.02% | No change | 16,800 | $411K |
| Shakespeare Wealth Management, LLC | 0.11% | New | 16,694 | $408K |
| Regimen Wealth, LLC | 0.13% | Add +0.3% | 16,685 | $408K |
| Aventus Investment Advisors, Inc. | 0.37% | — | 16,664 | $407K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -44.9% | 16,580 | $405K |
| Your Advocates Ltd., LLP | 0.15% | Reduce -44.0% | 16,578 | $405K |
| Principal Financial Group Inc. | 0.00% | Reduce -3.8% | 16,534 | $404K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | No change | 16,485 | $403K |
| Sonoma Private Wealth LLC | 0.49% | No change | 16,392 | $401K |
| Burton Enright Welch | 0.07% | Add +10.2% | 16,366 | $400K |
| Bright Financial Advisors, Inc. | 0.22% | Add +0.3% | 16,292 | $398K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -59.9% | 16,207 | $396K |
| Hexagon Capital Partners LLC | 0.09% | Add +8.7% | 16,167 | $395K |
| Highland Capital Management, LLC | 0.02% | No change | 16,141 | $394K |
| Altfest L J & Co. Inc. | 0.05% | Reduce -23.1% | 16,114 | $394K |
| ProVise Management Group, LLC | 0.03% | Reduce -2.4% | 16,104 | $394K |
| CRA Financial Services, LLC | 0.06% | Add +48.9% | 16,066 | $393K |
| CENTRAL TRUST Co | 0.01% | Add +0.4% | 15,868 | $388K |
| Bordeaux Wealth Advisors LLC | 0.05% | Reduce -19.6% | 15,864 | $388K |
| Cardinal Point Capital Management ULC | 0.03% | Add +3376.4% | 387,519 | $388K |
| Seaside Wealth Management, Inc. | 0.12% | No change | 15,852 | $387K |
| Southeast Asset Advisors, LLC | 0.05% | Add +2.1% | 15,686 | $383K |
| Paladin Wealth, LLC | 0.30% | New | 15,613 | $382K |
| Aspire Growth Partners LLC | 0.31% | Add +0.3% | 15,566 | $380K |
| Aspen Capital Management, LLC | 0.11% | Add +0.1% | 15,522 | $379K |
| Traub Capital Management LLC | 0.35% | — | 15,491 | $379K |
| Guyasuta Investment Advisors Inc. | 0.02% | Add +0.1% | 15,346 | $375K |
| BSW Wealth Partners | 0.05% | Reduce -2.5% | 15,322 | $374K |
| Francis Financial, Inc. | 0.09% | No change | 15,288 | $374K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Reduce -7.8% | 15,285 | $374K |
| Romano Brothers and Company | 0.05% | Add +0.9% | 15,240 | $372K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -1.4% | 15,184 | $371K |
| Financial Life Advisors | 0.13% | No change | 15,000 | $367K |
| Certior Financial Group, LLC | 0.28% | Reduce -4.0% | 14,901 | $364K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +1.9% | 14,887 | $364K |
| Gries Financial LLC | 0.07% | Reduce -35.2% | 14,802 | $362K |
| Mayport, LLC | 0.09% | Add +8.5% | 14,784 | $361K |
| Westshore Wealth, LLC | 0.14% | Add +0.3% | 14,782 | $361K |
| Peterson Wealth Advisors, LLC | 0.06% | Add +22.0% | 14,754 | $361K |
| Tyler-Stone Wealth Management | 0.06% | New | 14,594 | $357K |
| Sound Stewardship, LLC | 0.18% | Add +1.5% | 14,570 | $356K |
| Curtis Advisory Group, LLC | 0.09% | Add +5.3% | 14,549 | $356K |
| Advisors Capital Management, LLC | 0.00% | Add +49.3% | 14,512 | $355K |
| Fairway Wealth LLC | 0.11% | No change | 14,373 | $351K |
| Invst, LLC | 0.04% | New | 14,203 | $347K |
| Lighthouse Wealth Management Inc. | 0.30% | No change | 14,202 | $347K |
| FC Advisory LLC | 0.11% | Add +0.4% | 14,195 | $347K |
| Verity & Verity, LLC | 0.03% | No change | 14,173 | $346K |
| Financial Designs Corp | 0.21% | No change | 14,172 | $346K |
| Fiducient Advisors LLC | 0.04% | No change | 14,124 | $345K |
| Advisory Alpha, LLC | 0.01% | Add +38.0% | 14,123 | $345K |
| GoalVest Advisory LLC | 0.09% | No change | 14,100 | $345K |
| LifeSteps Financial, Inc. | 0.24% | Add +52.0% | 14,068 | $344K |
| Northern Financial Advisors Inc | 0.26% | Add +1.2% | 14,021 | $343K |
| Plum Street Advisors, LLC | 0.15% | Reduce -1.5% | 13,958 | $341K |
| CFO4Life Group, LLC | 0.05% | Add +0.1% | 13,954 | $341K |
| TRUE Private Wealth Advisors | 0.04% | No change | 13,950 | $341K |
| Ritholtz Wealth Management | 0.01% | Add +15.8% | 13,905 | $340K |
| Titleist Asset Management, LLC | 0.03% | No change | 13,901 | $340K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 13,853 | $339K |
| Ellenbecker Investment Group | 0.05% | Reduce -1.4% | 13,850 | $339K |
| Panoramic Investment Advisors, LLC | 0.21% | Add +0.2% | 13,819 | $338K |
| Waddell & Associates, LLC | 0.04% | New | 13,815 | $338K |
| SeaBridge Investment Advisors LLC | 0.06% | No change | 13,800 | $337K |
| Fusion Capital, LLC | 0.12% | Reduce -1.4% | 13,759 | $336K |
| Modus Advisors, LLC | 0.10% | Reduce -9.8% | 13,756 | $336K |
| Wealthcare Capital Partners, LLC | 0.17% | Reduce -17.8% | 13,589 | $332K |
| Montag A & Associates Inc. | 0.02% | No change | 13,584 | $332K |
| Builder Investment Group Inc. | 0.08% | Add +0.2% | 13,551 | $331K |
| HCR Wealth Advisors | 0.04% | New | 13,521 | $330K |
| Fifth Third Bancorp | 0.00% | Add +19.9% | 13,517 | $330K |
| Money Concepts Capital Corp. | 0.02% | Add +0.4% | 13,512 | $330K |
| DAVENPORT & Co LLC | 0.00% | Reduce -29.8% | 13,506 | $330K |
| BOS Asset Management, LLC | 0.10% | No change | 13,332 | $326K |
| Peterson Wealth Management | 0.19% | No change | 13,320 | $326K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -1.8% | 13,320 | $326K |
| TCI Wealth Advisors, Inc. | 0.02% | Reduce -3.4% | 13,275 | $324K |
| Cadence Wealth Management LLC | 0.21% | Add +7.3% | 13,195 | $322K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -1.0% | 13,151 | $321K |
| Alpha Cubed Investments, LLC | 0.01% | Add +20.3% | 13,115 | $321K |
| Palouse Capital Management, Inc. | 0.22% | Add +0.1% | 13,104 | $320K |
| Macroview Investment Management LLC | 0.26% | Reduce -0.9% | 13,100 | $320K |
| Diversified Investment Strategies, LLC | 0.22% | Reduce -6.2% | 13,067 | $319K |
| City Center Advisors, LLC | 0.34% | Reduce -30.3% | 13,051 | $319K |
| Dumont & Blake Investment Advisors LLC | 0.08% | Add +3.4% | 13,043 | $319K |
| Aviance Capital Partners, LLC | 0.04% | Add +1.5% | 13,035 | $319K |
| Costello Asset Management, INC | 0.12% | Add +1.6% | 13,016 | $318K |
| Bowman & Co S.C. | 0.14% | Add +0.3% | 12,973 | $317K |
| Motco | 0.03% | Reduce -1.9% | 12,649 | $317K |
| Tradition Wealth Management, LLC | 0.03% | Add +5.9% | 12,951 | $317K |
| Clarity Financial LLC | 0.03% | No change | 12,945 | $316K |
| FinDec Wealth Services, Inc. | 0.33% | Reduce -47.1% | 12,906 | $315K |
| Insigneo Advisory Services, LLC | 0.03% | Add +4.0% | 12,887 | $315K |
| BIP Wealth, LLC | 0.02% | Reduce -14.5% | 12,873 | $315K |
| Opus Capital Group, LLC | 0.04% | No change | 12,864 | $314K |
| Eagle Harbor Asset Management Inc. | 0.30% | Add +0.1% | 12,809 | $313K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +0.2% | 12,786 | $312K |
| Rothschild Investment LLC | 0.02% | No change | 12,767 | $312K |
| Stonebridge Financial Group, LLC | 0.03% | Add +78.0% | 12,734 | $311K |
| PTM Wealth Management, LLC | 0.21% | Add +1.4% | 12,544 | $311K |
| Uncommon Cents Investing LLC | 0.08% | New | 12,711 | $311K |
| Webster Bank, N. A. | 0.03% | New | 12,690 | $310K |
| Clearstead Trust, LLC | 0.06% | No change | 12,678 | $310K |
| Bennett Selby Investments LP | 0.11% | No change | 12,612 | $308K |
| Analyst IMS Investment Management Services Ltd. | 0.01% | No change | 12,600 | $308K |
| Tiemann Investment Advisors, LLC | 0.13% | No change | 12,560 | $307K |
| Snowden Capital Advisors LLC | 0.01% | Add +3.3% | 12,522 | $306K |
| Rinkey Investments | 0.09% | Reduce -3.4% | 12,508 | $306K |
| Family Investment Center, Inc. | 0.07% | Reduce -15.1% | 12,501 | $306K |
| CPC Advisors, LLC | 0.04% | No change | 12,381 | $303K |
| Morton Brown Family Wealth, LLC | 0.09% | No change | 12,336 | $301K |
| Carter Financial Group, INC. | 0.20% | — | 12,322 | $301K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +14.7% | 12,290 | $300K |
| Austin Wealth Management, LLC | 0.05% | Reduce -41.1% | 11,979 | $300K |
| Narwhal Capital Management | 0.02% | Reduce -4.3% | 12,179 | $298K |
| Burling Wealth Partners, LLC | 0.05% | Add +0.6% | 12,054 | $295K |
| Fortem Financial Group, LLC | 0.10% | New | 12,049 | $294K |
| Pinnacle Financial Partners Inc | 0.01% | Add +100.2% | 12,014 | $294K |
| Eastern Bank | 0.01% | Reduce -12.1% | 11,952 | $292K |
| Falcon Wealth Planning | 0.03% | Add +2.4% | 11,912 | $291K |
| Clarity Wealth Advisors, LLC | 0.07% | No change | 11,835 | $289K |
| JSF Financial, LLC | 0.07% | Add +0.3% | 11,802 | $288K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -21.8% | 11,776 | $288K |
| Outbound Financial Inc | 0.26% | — | 11,664 | $285K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -25.6% | 11,661 | $285K |
| Strategic Wealth Partners, Ltd. | 0.02% | — | 11,616 | $284K |
| My Legacy Advisors, LLC | 0.10% | Reduce -1.5% | 11,443 | $284K |
| Colonial Trust Co / SC | 0.04% | Add +0.3% | 11,601 | $284K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -8.0% | 11,544 | $282K |
| Koshinski Asset Management, Inc. | 0.02% | Add +7.8% | 11,542 | $282K |
| MKD Wealth Coaches, LLC | 0.30% | Add +2.2% | 11,455 | $280K |
| Smithfield Trust Co | 0.01% | No change | 11,478 | $279K |
| Canal Capital Management, LLC | 0.04% | New | 11,375 | $278K |
| Summit Investment Advisory Services, LLC | 0.12% | No change | 11,280 | $276K |
| Balboa Wealth Partners | 0.06% | New | 11,218 | $274K |
| Secure Asset Management, LLC | 0.05% | New | 11,209 | $274K |
| CWA Asset Management Group, LLC | 0.01% | New | 11,208 | $274K |
| Syon Capital LLC | 0.02% | New | 11,191 | $274K |
| Capital Investment Counsel, LLC | 0.04% | Reduce -29.7% | 11,137 | $272K |
| Index Fund Advisors, Inc. | 0.01% | Reduce -0.1% | 10,943 | $267K |
| Quartz Partners, LLC | 0.12% | New | 10,937 | $267K |
| Pine Valley Investments Ltd Liability Co | 0.02% | New | 10,932 | $267K |
| Main Street Research LLC | 0.02% | New | 10,898 | $266K |
| Pandora Wealth, Inc. | 0.16% | No change | 10,872 | $266K |
| Womack Financial LLC | 0.22% | No change | 10,871 | $266K |
| IAG Wealth Partners, LLC | 0.04% | No change | 10,856 | $265K |
| One Day In July LLC | 0.02% | Reduce -1.5% | 10,843 | $265K |
| Welch Group, LLC | 0.01% | Add +14.9% | 10,778 | $263K |
| Quadrant Private Wealth Management, LLC | 0.05% | New | 10,721 | $262K |
| Salomon & Ludwin, LLC | 0.03% | Add +8.1% | 10,662 | $262K |
| Mindset Wealth Management, LLC | 0.09% | Add +0.1% | 10,685 | $261K |
| Collective Family Office LLC | 0.07% | Reduce -32.2% | 10,660 | $261K |
| Meridian Investment Counsel Inc. | 0.07% | Add +8.3% | 10,660 | $261K |
| William Howard & Co Financial Advisors Inc | 0.23% | Add +0.3% | 10,660 | $261K |
| Johnson Financial Group, Inc. | 0.01% | Add +0.4% | 10,629 | $260K |
| SP Asset Management LLC | 0.02% | Add +0.0% | 10,604 | $259K |
| Accredited Investors Inc. | 0.02% | Add +0.1% | 10,550 | $258K |
| GeoWealth Management, LLC | 0.01% | Reduce -24.6% | 10,546 | $258K |
| Seven Springs Wealth Group, LLC | 0.06% | New | 10,542 | $258K |
| WealthBridge Capital Management, LLC | 0.07% | New | 10,505 | $257K |
| Eley Financial Management, Inc | 0.10% | No change | 10,497 | $257K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -18.1% | 10,455 | $256K |
| Global Wealth Strategies & Associates | 0.07% | Reduce -1.0% | 10,449 | $255K |
| Capital Wealth Alliance, LLC | 0.14% | Add +2.7% | 10,368 | $253K |
| Apella Capital, LLC | 0.01% | No change | 10,299 | $253K |
| FSA Advisors, Inc. | 0.21% | Reduce -14.1% | 10,354 | $253K |
| Brown Wealth Management, LLC | 0.08% | Reduce -4.0% | 10,351 | $253K |
| Guardian Wealth Advisors, LLC | 0.15% | No change | 10,346 | $253K |
| Quotient Wealth Partners, LLC | 0.01% | No change | 10,296 | $252K |
| AA Financial Advisors, LLC | 0.05% | New | 10,262 | $251K |
| Shaker Investments LLC | 0.10% | Add +0.2% | 10,228 | $250K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -33.5% | 10,206 | $249K |
| Pinney & Scofield, Inc. | 0.17% | No change | 10,197 | $249K |
| High Net Worth Advisory Group LLC | 0.07% | Reduce -2.6% | 10,195 | $249K |
| Bogart Wealth, LLC | 0.01% | Add +13.8% | 10,176 | $249K |
| RAM Investment Partners, LLC | 0.05% | No change | 10,149 | $248K |
| Breakthru Advisory Services, LLC | 0.38% | No change | 11,217 | $248K |
| Delta Investment Management, LLC | 0.05% | Reduce -6.6% | 10,116 | $247K |
| SevenBridge Financial Group, LLC | 0.04% | No change | 9,656 | $246K |
| Independent Wealth Network Inc. | 0.09% | Add +3.8% | 10,021 | $245K |
| Fiduciary Financial Group, LLC | 0.04% | Add +0.3% | 10,006 | $245K |
| SYM FINANCIAL Corp | 0.03% | Add +21.6% | 9,978 | $244K |
| ARS Wealth Advisors Group, LLC | 0.03% | New | 9,968 | $244K |
| Choate Investment Advisors | 0.01% | No change | 9,963 | $243K |
| Fairvoy Private Wealth, LLC | 0.06% | Reduce -0.1% | 9,924 | $243K |
| Sensible Money, LLC | 0.09% | No change | 9,884 | $242K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -9.1% | 9,878 | $241K |
| Beacon Financial Group | 0.03% | No change | 9,875 | $241K |
| Ewa, LLC | 0.08% | Reduce -5.8% | 9,859 | $241K |
| Daymark Wealth Partners, LLC | 0.01% | New | 9,824 | $240K |
| Madison Wealth Partners, Inc | 0.05% | Add +0.1% | 9,822 | $240K |
| Penney Financial, LLC | 0.12% | No change | 9,816 | $240K |
| Composition Wealth, LLC | 0.00% | Reduce -7.3% | 9,807 | $240K |
| Benjamin Edwards Inc. | 0.00% | New | 9,807 | $240K |
| Segment Wealth Management, LLC | 0.02% | Add +1.9% | 9,789 | $239K |
| Fearless Solutions, LLC dba Best Invest | 0.17% | Reduce -0.3% | 9,771 | $239K |
| Lesa Sroufe & Co | 0.22% | Reduce -51.0% | 9,720 | $238K |
| Shira Ridge Wealth Management | 0.11% | No change | 9,735 | $238K |
| Wagner Wealth Management, LLC | 0.05% | Reduce -27.5% | 9,724 | $238K |
| Financial Advisory Corp | 0.04% | Add +1.8% | 9,657 | $236K |
| Foguth Wealth Management, LLC. | 0.05% | Reduce -19.1% | 9,627 | $235K |
| Patrick M Sweeney & Associates, Inc. | 0.16% | Add +0.0% | 9,466 | $234K |
| Golden State Wealth Management, LLC | 0.03% | Add +3.5% | 9,582 | $234K |
| Black Swift Group, LLC | 0.05% | No change | 9,578 | $234K |
| Capital Wealth Planning, LLC | 0.00% | Add +1.7% | 9,511 | $232K |
| Strategic Planning Group, LLC | 0.04% | Reduce -14.4% | 9,473 | $232K |
| Summit Financial Wealth Advisors, LLC | 0.04% | New | 9,465 | $231K |
| Purkiss Capital Advisors LLC | 0.13% | New | 9,410 | $230K |
| M3 Advisory Group, LLC | 0.16% | No change | 9,388 | $229K |
| Affinity Capital Advisors, LLC | 0.04% | New | 9,388 | $229K |
| Haven Private, LLC | 0.10% | Reduce -1.9% | 9,369 | $229K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -4.1% | 9,339 | $228K |
| Inlight Wealth Management, LLC | 0.12% | Add +1.3% | 9,322 | $228K |
| Socha Financial Group, LLC | 0.10% | New | 9,302 | $227K |
| Aerodigm Wealth, LLC | 0.11% | New | 9,300 | $227K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -44.9% | 9,266 | $226K |
| Howard Capital Management Group, LLC | 0.02% | No change | 9,234 | $226K |
| Tactive Advisors, LLC | 0.07% | — | 9,206 | $225K |
| Wbi Investments, LLC | 0.06% | New | 9,172 | $224K |
| Cottage Street Advisors LLC | 0.12% | Add +0.2% | 9,170 | $224K |
| OneAscent Financial Services LLC | 0.02% | New | 9,183 | $224K |
| Stephens Inc. | 0.00% | No change | 9,159 | $224K |
| Symphony Financial, Ltd. Co. | 0.03% | Reduce -99.9% | 24 | $223K |
| Pegasus Asset Management, Inc. | 0.08% | No change | 9,129 | $223K |
| Accel Wealth Management | 0.07% | New | 9,127 | $223K |
| Robbins Farley | 0.10% | Reduce -7.0% | 9,100 | $222K |
| Crescent Sterling, Ltd. | 0.25% | New | 9,070 | $222K |
| NorthStar Asset Management LLC | 0.12% | New | 9,066 | $222K |
| Bond & Devick Financial Network, Inc. | 0.07% | New | 9,018 | $220K |
| Intrua Financial, LLC | 0.03% | Reduce -12.1% | 9,003 | $220K |
| Rollins Financial Advisors, LLC | 0.03% | Reduce -26.4% | 8,961 | $219K |
| Murphy & Mullick Capital Management Corp | 0.18% | Add +29.6% | 8,759 | $219K |
| Sierra Summit Advisors LLC | 0.04% | Reduce -2.4% | 8,953 | $219K |
| Sterling Investment Advisors, Ltd. | 0.05% | New | 8,897 | $217K |
| Lee Danner & Bass Inc. | 0.02% | New | 8,893 | $217K |
| Beacon Wealthcare LLC | 0.08% | New | 8,889 | $217K |
| Better Money Decisions, LLC | 0.13% | New | 8,876 | $217K |
| Diversified Portfolios, Inc. | 0.02% | Reduce -17.2% | 8,858 | $216K |
| Presidio Capital Management, LLC | 0.08% | New | 8,772 | $214K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -24.6% | 8,765 | $214K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 8,729 | $213K |
| MKT Advisors LLC | 0.08% | New | 8,691 | $213K |
| Capital Investment Services of America, Inc. | 0.02% | New | 8,670 | $212K |
| UNIVEST FINANCIAL Corp | 0.01% | Reduce -10.0% | 8,662 | $212K |
| 25 LLC | 0.08% | New | 8,599 | $210K |
| Sovereign Financial Group, Inc. | 0.04% | New | 8,580 | $210K |
| Capital City Trust Co. | 0.05% | New | 8,553 | $209K |
| Prospera Financial Services Inc | 0.00% | New | 8,527 | $208K |
| Evercore Wealth Management, LLC | 0.00% | New | 8,523 | $208K |
| Mattern Wealth Management LLC | 0.04% | New | 8,496 | $208K |
| Greenberg Financial Group | 0.08% | New | 7,050 | $207K |
| Centennial Wealth Advisory LLC | 0.07% | New | 8,478 | $207K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.0% | 8,471 | $207K |
| Amara Financial, Llc. | 0.18% | New | 8,424 | $206K |
| Mather Group, Llc. | 0.00% | Reduce -54.7% | 8,416 | $206K |
| Cypress Wealth Services, LLC | 0.04% | New | 8,369 | $205K |
| Verus Capital Partners, LLC | 0.02% | New | 8,340 | $204K |
| True Freedom Investing, LLC | 0.08% | — | 8,256 | $202K |
| Legacy Bridge, LLC | 0.10% | Add +2.4% | 8,254 | $202K |
| Annex Advisory Services, LLC | 0.00% | New | 8,220 | $201K |
| Yukon Wealth Management, Inc. | 0.07% | New | 8,205 | $201K |
| Austin Private Wealth, LLC | 0.02% | New | 8,200 | $200K |
| Beacon Capital Management, LLC | 0.03% | Add +0.3% | 8,011 | $196K |
| Total Investment Management Inc. | 0.03% | New | 7,622 | $186K |
| Pin Oak Investment Advisors Inc. | 0.16% | Add +41.0% | 8,457 | $186K |
| Accent Capital Management, LLC | 0.08% | No change | 7,500 | $183K |
| FWL Investment Management, LLC | 0.05% | Reduce -0.9% | 7,300 | $178K |
| UMB Bank, n.a. | 0.00% | No change | 7,200 | $176K |
| PDS Planning, Inc | 0.01% | Reduce -70.2% | 6,886 | $168K |
| Atticus Wealth Management, LLC | 0.04% | Add +19.2% | 6,608 | $161K |
| Sound Income Strategies, LLC | 0.01% | Reduce -40.4% | 6,597 | $161K |
| Barnes Dennig Private Wealth Management LLC | 0.19% | No change | 6,546 | $160K |
| NWK Group, Inc. | 0.05% | No change | 6,241 | $153K |
| Ogorek Anthony Joseph /NY/ | 0.05% | No change | 6,206 | $151K |
| Contravisory Investment Management, Inc. | 0.03% | Reduce -0.7% | 6,107 | $149K |
| Trust Co. of Toledo NA | 0.02% | New | 6,078 | $149K |
| Coston, McIsaac & Partners | 0.04% | No change | 5,943 | $145K |
| Operose Advisors LLC | 0.04% | Add +231.0% | 5,740 | $140K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 5,472 | $134K |
| Gables Capital Management Inc. | 0.06% | No change | 5,025 | $123K |
| Heritage Wealth Advisors | 0.01% | No change | 4,976 | $122K |
| Olistico Wealth, LLC | 0.07% | No change | 4,905 | $120K |
| Stephens Consulting, LLC | 0.03% | Add +4.4% | 4,866 | $119K |
| Kathleen S. Wright Associates Inc. | 0.04% | Add +1.3% | 4,576 | $112K |
| Future Financial Wealth Managment LLC | 0.07% | No change | 4,500 | $110K |
| Dagco, Inc. | 0.03% | No change | 4,500 | $110K |
| Lowe Wealth Advisors, LLC | 0.04% | Reduce -18.8% | 4,373 | $107K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 4,328 | $106K |
| Trust Co | 0.01% | New | 4,300 | $105K |
| North Star Investment Management Corp. | 0.01% | Add +7.2% | 4,275 | $104K |
| Tucker Asset Management LLC | 0.03% | Reduce -1.8% | 4,182 | $102K |
| Promus Capital, LLC | 0.07% | No change | 4,158 | $102K |
| Integrity Financial Corp | 0.05% | No change | 4,041 | $99K |
| Richards, Merrill & Peterson, Inc. | 0.05% | Reduce -11.3% | 3,919 | $96K |
| Rossby Financial, LCC | 0.04% | Reduce -10.5% | 3,837 | $94K |
| Glassman Wealth Services | 0.01% | No change | 3,702 | $90K |
| Bulwark Capital Corp | 0.07% | — | 3,570 | $87K |
| Rice Partnership, LLC | 0.01% | No change | 3,453 | $84K |
| High Note Wealth, LLC | 0.02% | No change | 3,312 | $81K |
| CGC Financial Services, LLC | 0.02% | No change | 3,000 | $73K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -5.0% | 2,943 | $72K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -25.8% | 3,071 | $71K |
| American Capital Advisory, LLC | 0.03% | Add +0.3% | 2,739 | $67K |
| Fortitude Family Office, LLC | 0.02% | No change | 2,730 | $67K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 2,721 | $67K |
| Avion Wealth | 0.02% | No change | 2,728 | $66K |
| Citizens National Bank Trust Department | 0.01% | No change | 2,688 | $66K |
| Financial Gravity Companies, Inc. | 0.01% | — | 2,665 | $65K |
| Essential Partners LLC | 0.03% | — | 2,664 | $65K |
| Sierra Ocean, LLC | 0.05% | No change | 2,633 | $64K |
| HM Payson & Co. | 0.00% | No change | 2,628 | $64K |
| Frazier Financial Advisors, LLC | 0.04% | Reduce -40.5% | 2,567 | $63K |
| Hoey Investments, Inc. | 0.01% | Add +1845.0% | 2,509 | $61K |
| Strategic Investment Solutions, Inc. | 0.02% | No change | 2,453 | $60K |
| McIlrath & Eck, LLC | 0.01% | No change | 2,448 | $60K |
| Balentine LLC | 0.00% | No change | 2,349 | $57K |
| Cardiff Park Advisors, LLC | 0.00% | New | 2,141 | $52K |
| GW&K Investment Management, LLC | 0.00% | No change | 2,136 | $52K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -65.0% | 2,125 | $52K |
| Financial Perspectives, Inc | 0.02% | No change | 2,123 | $52K |
| TruNorth Capital Management, LLC | 0.01% | No change | 2,112 | $52K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 2,100 | $51K |
| Accredited Wealth Management, LLC | 0.04% | No change | 2,031 | $50K |
| Tsfg, LLC | 0.01% | No change | 2,025 | $49K |
| TFC Financial Management, Inc. | 0.01% | Reduce -20.9% | 1,967 | $48K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | New | 1,943 | $47K |
| City State Bank | 0.01% | No change | 1,878 | $46K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 1,859 | $45K |
| Berkshire Money Management, Inc. | 0.00% | New | 1,836 | $45K |
| Bokf, NA | 0.00% | Reduce -18.8% | 1,764 | $43K |
| MorganRosel Wealth Management, LLC | 0.01% | Add +5.8% | 1,749 | $43K |
| HighMark Wealth Management LLC | 0.02% | Add +0.3% | 1,729 | $42K |
| Concord Wealth Partners | 0.01% | New | 1,680 | $41K |
| Providence Capital Advisors, LLC | 0.01% | New | 1,560 | $38K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 1,524 | $37K |
| Lanark Financial, Inc. | 0.00% | New | 1,546 | $37K |
| GAMMA Investing LLC | 0.00% | No change | 1,481 | $36K |
| Private Wealth Management Group, LLC | 0.01% | No change | 1,422 | $35K |
| West Paces Advisors Inc. | 0.01% | No change | 1,406 | $34K |
| Bellwether Advisors, LLC | 0.01% | Add +0.2% | 1,390 | $34K |
| Delta Asset Management LLC | 0.00% | No change | 1,350 | $33K |
| Mid-American Wealth Advisory Group, Inc. | 0.02% | New | 1,344 | $33K |
| Moser Wealth Advisors, LLC | 0.02% | New | 1,319 | $32K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.3% | 1,307 | $32K |
| Manning & Napier Advisors LLC | 0.00% | New | 1,288 | $32K |
| Versant Capital Management, Inc | 0.00% | Add +0.3% | 1,269 | $31K |
| Orion Capital Management LLC | 0.01% | No change | 1,214 | $30K |
| S.A. Mason LLC | 0.01% | New | 1,184 | $29K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,127 | $28K |
| SIMA Wealth Partners, LLC | 0.02% | Add +0.3% | 1,125 | $27K |
| Prudent Man Investment Management, Inc. | 0.01% | No change | 1,127 | $26K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,050 | $26K |
| Crews Bank & Trust | 0.00% | New | 1,050 | $26K |
| Archer Investment Corp | 0.01% | Reduce -82.3% | 1,041 | $25K |
| WealthCollab, LLC | 0.01% | No change | 1,038 | $25K |
| Luminist Capital LLC | 0.02% | New | 1,000 | $24K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,000 | $24K |
| Key Financial Inc | 0.00% | No change | 992 | $24K |
| Team Financial Group, LLC | 0.01% | New | 990 | $24K |
| New Republic Capital, LLC | 0.01% | No change | 978 | $24K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 900 | $22K |
| Briaud Financial Planning Inc | 0.01% | No change | 903 | $22K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 894 | $22K |
| Valued Wealth Advisors LLC | 0.01% | Reduce -56.9% | 846 | $21K |
| Paladin Advisory Group, LLC | 0.02% | New | 826 | $20K |
| Westside Investment Management, Inc. | 0.00% | Reduce -17.2% | 823 | $20K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -25.4% | 798 | $20K |
| POM Investment Strategies, LLC | 0.01% | No change | 810 | $20K |
| Kiker Wealth Management, LLC | 0.01% | Add +214.8% | 765 | $19K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 678 | $17K |
| Ameriflex Group, Inc. | 0.01% | No change | 660 | $16K |
| Topsail Wealth Management, LLC | 0.00% | No change | 630 | $15K |
| Angeles Wealth Management, LLC | 0.00% | No change | 627 | $15K |
| Legend Financial Advisors, Inc. | 0.01% | New | 611 | $15K |
| Horrell Capital Management, Inc. | 0.01% | No change | 606 | $15K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 600 | $15K |
| Cypress Capital Management LLC (WY) | 0.02% | New | 578 | $14K |
| Binnacle Investments Inc | 0.01% | New | 552 | $13K |
| Hopwood Financial Services, Inc. | 0.01% | No change | 507 | $12K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 490 | $12K |
| Main Management LLC | 0.00% | No change | 456 | $11K |
| Pacifica Partners Inc. | 0.00% | No change | 450 | $11K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 441 | $11K |
| Dunhill Financial, LLC | 0.00% | Add +0.2% | 418 | $10K |
| FSA Wealth Management LLC | 0.00% | Add +0.5% | 405 | $10K |
| Robinswood Financial LLC | 0.00% | No change | 387 | $9K |
| Pineridge Advisors LLC | 0.00% | Reduce -51.7% | 357 | $9K |
| Kilter Group LLC | 0.00% | New | 343 | $8K |
| Tower View Wealth Management LLC | 0.00% | Add +129.6% | 303 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 300 | $7K |
| Atmos Advisory, LLC | 0.00% | No change | 295 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.4% | 279 | $7K |
| Painted Porch Advisors LLC | 0.00% | No change | 252 | $6K |
| MTM Investment Management, LLC | 0.00% | No change | 240 | $6K |
| Tompkins Financial Corp. | 0.00% | No change | 237 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 257 | $6K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 225 | $5K |
| Tidemark, LLC | 0.00% | No change | 222 | $5K |
| Hemington Wealth Management | 0.00% | No change | 243 | $5K |
| Solstein Capital, LLC | 0.00% | New | 204 | $5K |
| Highline Wealth Partners LLC | 0.00% | New | 198 | $5K |
| Cheviot Value Management, LLC | 0.00% | No change | 191 | $5K |
| Virtus Advisers, LLC | 0.00% | Reduce -12.8% | 170 | $4K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 160 | $4K |
| Graney & King, LLC | 0.00% | No change | 159 | $4K |
| DB Fitzpatrick & Co, Inc | 0.00% | Add +83.7% | 158 | $4K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -54.7% | 150 | $4K |
| Founders Financial Alliance, LLC | 0.00% | No change | 144 | $4K |
| NFSG Corp | 0.00% | Reduce -83.9% | 125 | $3K |
| Keener Financial Planning LLC | 0.00% | No change | 138 | $3K |
| Oakworth Capital, Inc. | 0.00% | New | 119 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 117 | $3K |
| Bridge Generations Wealth Management LLC | 0.00% | Reduce -93.2% | 108 | $3K |
| Roble, Belko & Company, Inc | 0.00% | Add +236.0% | 84 | $2K |
| Trust Co. of Vermont | 0.00% | No change | 69 | $2K |
| Wolff Wiese Magana LLC | 0.00% | New | 63 | $2K |
| Capital A Wealth Management, LLC | 0.01% | Reduce -99.3% | 19 | $1K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 54 | $1K |
| TCTC Holdings, LLC | 0.00% | No change | 39 | $953 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 24 | $593 |
| Sittner & Nelson, LLC | 0.00% | No change | 24 | $587 |
| Van Den Berg Management I, Inc. | 0.00% | No change | 22 | $538 |
| Transce3nd, LLC | 0.00% | Reduce -98.5% | 21 | $513 |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 18 | $440 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -93.8% | 17 | $406 |
| Redwood Park Advisors LLC | 0.00% | No change | 10 | $247 |
| Friedenthal Financial | 0.00% | Add +100.0% | 8 | $196 |
"% 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.