Schwab US Large-Cap ETFSCHXETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 1,444 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings, up 38 from Q2 2025. 97 opened new positions and 51 sold out. The largest holders were US Bancorp \de ($5.4B), Creative Planning ($2.1B) and Moneta Group Investment Advisors LLC ($916.1M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab US Large-Cap ETF
- CUSIP
- 808524201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $304.8M |
| Exits | 51 | $44.9M |
All 13F filers, Q2 2025 → Q3 2025: 39,093,448 shares bought and 36,253,409 shares sold, net +2,840,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,444 holders
| US Bancorp \de | 6.42% | Reduce -0.4% | 205,650,965 | $5.4B |
| Creative Planning | 1.62% | Reduce -1.0% | 80,734,185 | $2.1B |
| Moneta Group Investment Advisors LLC | 7.28% | Add +5.5% | 34,779,046 | $916.1M |
| HBK Sorce Advisory LLC | 22.49% | Add +1.5% | 34,041,791 | $897.0M |
| Sei Investments Co. | 0.89% | Reduce -12.7% | 31,394,167 | $826.9M |
| Northwestern Mutual Wealth Management Co. | 0.52% | Add +5.8% | 29,438,303 | $775.4M |
| Sage Financial Group Inc. | 44.81% | Add +0.8% | 25,009,642 | $658.8M |
| Wealth Enhancement Advisory Services, LLC | 0.78% | Reduce -0.8% | 19,420,421 | $514.3M |
| Cerity Partners LLC | 0.81% | Add +0.7% | 18,864,225 | $496.9M |
| Captrust Financial Advisors | 0.99% | Add +1.5% | 18,482,949 | $486.8M |
| Betterment LLC | 0.94% | Reduce -3.5% | 18,084,620 | $476.3M |
| Diversified Enterprises, LLC | 29.23% | Add +1.4% | 16,481,206 | $434.1M |
| HighTower Advisors, LLC | 0.42% | Reduce -0.6% | 14,199,707 | $374.0M |
| Janus Henderson Group PLC | 0.14% | Add +5.6% | 11,427,612 | $301.0M |
| Mercer Global Advisors Inc. | 0.46% | Reduce -9.5% | 10,349,931 | $272.6M |
| Prime Capital Investment Advisors, LLC | 3.37% | Reduce -8.2% | 10,183,018 | $268.2M |
| McAdam, LLC | 12.50% | Add +3.5% | 9,633,628 | $253.7M |
| Mariner, LLC | 0.33% | Reduce -0.5% | 9,584,115 | $252.4M |
| Bank of America Corp. | 0.02% | Add +19.2% | 9,204,094 | $242.4M |
| JMG Financial Group, Ltd. | 6.59% | Reduce -3.3% | 8,784,010 | $231.4M |
| Koss-Olinger Consulting, LLC | 19.00% | Reduce -0.7% | 9,414,080 | $230.1M |
| LPL Financial LLC | 0.06% | Add +16.7% | 8,219,560 | $216.5M |
| Assetmark, Inc. | 0.43% | Add +7.8% | 7,617,955 | $200.7M |
| Vantagepoint Investment Advisers LLC | 1.63% | New | 7,592,541 | $200.0M |
| Fund Evaluation Group, LLC | 6.83% | Reduce -2.4% | 7,167,349 | $188.8M |
| Kohmann Bosshard Financial Services, LLC | 17.53% | Add +2.0% | 6,464,641 | $170.6M |
| Apriem Advisors | 15.96% | Add +2.8% | 6,405,179 | $168.7M |
| BlueSky Wealth Advisors, LLC | 21.86% | Add +0.3% | 6,154,009 | $162.1M |
| Beacon Pointe Advisors, LLC | 1.34% | Reduce -0.8% | 5,996,805 | $158.0M |
| Wealthspire Advisors, LLC | 0.79% | Reduce -1.9% | 5,730,856 | $151.0M |
| Morgan Stanley | 0.01% | Add +1.7% | 5,696,556 | $150.0M |
| Corient Private Wealth LP | 0.23% | Reduce -9.4% | 5,485,242 | $144.5M |
| Northwest Quadrant Wealth Management, LLC | 29.12% | Add +9.8% | 5,234,208 | $137.9M |
| Financial Consulate, Inc. | 19.09% | Add +9.1% | 5,133,075 | $135.2M |
| Johnson Investment Counsel Inc. | 1.11% | Add +2.8% | 5,023,680 | $132.3M |
| Greenwood Gearhart LLC | 7.53% | Add +2.4% | 4,956,697 | $130.6M |
| Orgel Wealth Management, LLC | 2.82% | Reduce -0.7% | 4,692,187 | $123.6M |
| Evermay Wealth Management LLC | 13.49% | Reduce -1.4% | 4,479,882 | $118.0M |
| Charles Schwab Trust Co | 7.45% | Add +6.9% | 4,164,209 | $109.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -69.2% | 4,119,628 | $108.5M |
| Steele Capital Management, Inc. | 4.58% | Reduce -0.5% | 3,915,580 | $103.2M |
| FSA Investment Group, LLC | 60.40% | Add +0.0% | 3,664,859 | $96.9M |
| Curi Capital, LLC | 1.74% | Reduce -2.1% | 3,601,795 | $94.9M |
| Ameriprise Financial Inc. | 0.02% | Add +3.8% | 3,453,050 | $91.0M |
| Meridian Wealth Partners, LLC | 12.38% | Add +15.8% | 3,414,766 | $89.9M |
| Sims Investment Management, LLC | 32.06% | Add +2.6% | 3,363,369 | $88.6M |
| Integrated Wealth Concepts LLC | 0.74% | Add +1.0% | 3,136,387 | $82.6M |
| HB Wealth Management, LLC | 0.54% | Add +1.5% | 3,042,745 | $80.1M |
| Cornerstone Advisors Asset Management, LLC | 13.41% | Add +2.0% | 2,912,790 | $76.7M |
| Farther Finance Advisors, LLC | 1.15% | Add +531.7% | 2,890,979 | $76.1M |
| Cresset Asset Management, LLC | 0.33% | Add +1.0% | 2,835,035 | $74.7M |
| Standpoint Asset Management, LLC | 16.37% | Reduce -15.2% | 2,749,700 | $72.4M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +1.0% | 2,716,644 | $71.6M |
| Osaic Holdings, Inc. | 0.10% | Add +102.7% | 2,662,028 | $69.7M |
| Focus Partners Wealth | 0.11% | Add +6.6% | 2,632,459 | $69.4M |
| Baker Avenue Asset Management, LP | 1.64% | Add +2.8% | 2,604,134 | $68.6M |
| Aptus Capital Advisors, LLC | 0.62% | Add +0.7% | 2,570,721 | $67.7M |
| Jaffetilchin Investment Partners, LLC | 4.04% | Add +0.2% | 2,563,178 | $67.5M |
| NewSquare Capital LLC | 4.57% | Add +2.5% | 2,556,496 | $67.3M |
| Bangor Savings Bank | 5.57% | Reduce -1.7% | 2,537,597 | $66.8M |
| Savant Capital, LLC | 0.40% | Add +1.0% | 2,496,678 | $65.8M |
| Guardian Wealth Advisors, LLC / NC | 4.29% | Add +0.2% | 2,495,459 | $65.7M |
| Berger Financial Group, Inc | 3.73% | Add +2.4% | 2,363,403 | $62.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 2,327,677 | $61.3M |
| Jones Financial Companies LLLP | 0.04% | Add +3.0% | 2,312,055 | $60.6M |
| Financial Management Professionals, Inc. | 6.28% | Add +1.5% | 2,289,295 | $60.3M |
| Legacy Wealth Management, LLC | 3.54% | Reduce -2.6% | 2,282,257 | $60.1M |
| CacheTech Inc. | 12.01% | Reduce -16.9% | 2,266,330 | $59.7M |
| Alliance Wealth Management Group | 13.15% | Reduce -1.6% | 2,244,984 | $59.1M |
| Towercrest Capital Management | 9.49% | Reduce -1.6% | 2,244,984 | $59.1M |
| Wells Fargo & Company | 0.01% | Add +12.1% | 2,178,760 | $57.4M |
| RKL Wealth Management LLC | 4.87% | Reduce -7.2% | 2,168,519 | $57.1M |
| Adams Wealth Management | 12.22% | Reduce -18.1% | 2,164,222 | $57.0M |
| AQR Capital Management | 0.04% | Add +128.3% | 2,163,795 | $57.0M |
| Harbour Investments, Inc. | 1.25% | Add +2.3% | 2,099,179 | $55.3M |
| McGlone Suttner Wealth Management, Inc. | 7.70% | Add +0.9% | 2,088,693 | $55.0M |
| Royal Bank of Canada | 0.01% | Add +6.6% | 2,014,787 | $53.1M |
| Pure Financial Advisors, LLC | 0.82% | Reduce -2.1% | 1,960,206 | $51.6M |
| Raymond James Financial Inc. | 0.02% | Reduce -7.1% | 1,948,893 | $51.3M |
| United Capital Financial Advisors, LLC | 0.37% | Reduce -3.2% | 1,937,722 | $51.0M |
| Northeast Financial Group, Inc. | 12.63% | Add +7.4% | 1,926,244 | $50.7M |
| Red Door Wealth Management, LLC | 5.36% | Add +0.7% | 1,916,215 | $50.5M |
| Valley National Advisers Inc. | 7.69% | Add +1.9% | 1,885,878 | $49.7M |
| Richardson Capital Management LLC | 23.60% | Reduce -17.4% | 1,885,250 | $49.7M |
| Appleton Partners Inc. | 3.29% | Reduce -0.1% | 1,863,389 | $49.1M |
| Modern Wealth Management, LLC | 0.95% | Add +3179.2% | 1,815,186 | $47.8M |
| IMA Advisory Services, Inc. | 4.79% | Reduce -0.0% | 1,805,783 | $47.6M |
| Courage Miller Partners, LLC | 14.24% | Reduce -3.2% | 1,805,197 | $47.5M |
| Bleakley Financial Group, LLC | 1.10% | Add +9.8% | 1,796,232 | $47.3M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -0.3% | 1,768,452 | $46.6M |
| Visionary Wealth Advisors | 2.09% | Add +996.2% | 1,696,976 | $44.7M |
| Chicago Partners Investment Group LLC | 1.16% | Add +8.2% | 1,630,767 | $44.3M |
| World Investment Advisors | 0.89% | Add +0.7% | 1,646,734 | $43.4M |
| Kavar Capital Partners Group, LLC | 5.73% | Add +4.7% | 1,631,574 | $43.0M |
| Embree Financial Group | 5.65% | Reduce -8.4% | 1,599,473 | $42.1M |
| Newman Dignan & Sheerar, Inc. | 8.79% | Reduce -1.3% | 1,544,007 | $40.7M |
| Modera Wealth Management, LLC | 0.47% | Reduce -1.8% | 1,525,042 | $40.2M |
| Wilmington Savings Fund Society, FSB | 0.96% | Add +0.6% | 1,510,337 | $39.8M |
| Burt Wealth Advisors | 9.56% | Add +0.1% | 1,478,970 | $39.0M |
| Choreo, LLC | 0.51% | Reduce -9.2% | 1,472,264 | $38.8M |
| Pinkerton Wealth, LLC | 4.08% | Add +19.1% | 1,441,091 | $38.0M |
| Matrix Trust Co | 5.94% | Reduce -0.6% | 1,440,831 | $38.0M |
| Belpointe Asset Management LLC | 1.44% | Add +4.1% | 1,435,840 | $37.8M |
| Ashton Thomas Private Wealth, LLC | 0.97% | Reduce -0.2% | 1,426,696 | $37.6M |
| Sherwood Financial Partners, LLC | 32.68% | Reduce -0.9% | 1,422,584 | $37.5M |
| Sequoia Financial Advisors, LLC | 0.23% | Add +0.0% | 1,410,417 | $37.2M |
| Access Financial Services, Inc. | 13.44% | Reduce -8.7% | 1,408,496 | $37.1M |
| Schneider Downs Wealth Management Advisors, LP | 4.40% | Reduce -9.2% | 1,407,417 | $37.1M |
| Quantinno Capital Management LP | 0.10% | Add +15.4% | 1,399,159 | $36.9M |
| Morris Financial Concepts, Inc. | 13.12% | Add +3.9% | 1,378,546 | $36.3M |
| Fortis Capital Advisors, LLC | 5.72% | Add +4.0% | 1,370,889 | $36.1M |
| Ashford Advisors, LLC | 7.95% | Reduce -4.0% | 1,364,627 | $35.9M |
| FMR LLC | 0.00% | Add +6.4% | 1,353,102 | $35.6M |
| Bernard Wealth Management Corp. | 14.75% | Add +3.4% | 1,340,706 | $35.3M |
| Valicenti Advisory Services Inc. | 7.56% | Add +1.4% | 1,338,685 | $35.3M |
| Cornerstone Wealth Group, LLC | 2.35% | Reduce -0.8% | 1,319,775 | $34.8M |
| SigFig Wealth Management, LLC | 1.07% | Add +12.8% | 1,319,988 | $34.7M |
| Athena Investment Management | 17.95% | Reduce -1.0% | 1,308,343 | $34.5M |
| Main Street Financial Solutions, LLC | 2.21% | Add +2.4% | 1,307,726 | $34.4M |
| Ballast Advisors LLC | 9.47% | Reduce -0.8% | 1,305,769 | $34.4M |
| Marshall Financial Group Inc. | 9.42% | Add +3.8% | 1,300,022 | $34.2M |
| St. Louis Trust Co | 4.26% | No change | 1,297,295 | $34.2M |
| Foster Victor Wealth Advisors, LLC | 2.10% | Reduce -2.4% | 1,276,776 | $33.8M |
| OneDigital Investment Advisors LLC | 0.34% | Reduce -2.5% | 1,272,856 | $33.5M |
| Fortis Capital Management LLC | 4.69% | Add +5.1% | 1,264,795 | $33.3M |
| Gleason Group, Inc. | 3.33% | Reduce -1.7% | 1,258,059 | $33.1M |
| HRC Wealth Management, LLC | 16.15% | Add +0.8% | 1,257,438 | $33.1M |
| Dynamic Advisor Solutions LLC | 0.96% | Add +0.9% | 1,256,574 | $33.1M |
| Bristlecone Advisors, LLC | 2.70% | Reduce -0.6% | 1,226,756 | $32.3M |
| D.B. Root & Company, LLC | 8.20% | Add +8.1% | 1,226,697 | $32.3M |
| Stifel Financial Corp. | 0.03% | Add +0.1% | 1,226,232 | $32.3M |
| MAI Capital Management | 0.20% | Reduce -6.0% | 1,224,113 | $32.2M |
| UBS Group AG | 0.01% | Reduce -0.8% | 1,212,551 | $31.9M |
| Ethos Financial Group, LLC | 2.51% | Add +0.5% | 1,207,493 | $31.8M |
| Powers Advisory Group, LLC | 12.55% | Reduce -0.9% | 1,196,828 | $31.5M |
| Pure Portfolios Holdings LLC | 9.81% | Reduce -8.6% | 1,191,721 | $31.4M |
| Perigon Wealth Management, LLC | 0.64% | Reduce -1.8% | 1,189,278 | $31.3M |
| Christensen, King & Associates Investment Services, Inc. | 13.29% | Reduce -1.3% | 1,174,731 | $30.9M |
| Anchor Investment Management, LLC | 2.52% | Add +2.2% | 1,154,986 | $30.4M |
| Gordian Advisors LLC | 20.39% | Reduce -0.2% | 1,152,004 | $30.3M |
| Ascension Capital Advisors, Inc. | 11.74% | Reduce -0.5% | 1,145,554 | $30.2M |
| Almanack Investment Partners, LLC. | 4.65% | Reduce -3.3% | 1,141,616 | $30.1M |
| Cetera Investment Advisers | 0.03% | Add +19.2% | 1,110,122 | $29.2M |
| Sawgrass Asset Management LLC | 3.50% | Reduce -0.4% | 1,076,957 | $28.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.57% | Reduce -1.4% | 1,075,445 | $28.3M |
| Provident Wealth Management, LLC | 8.52% | Reduce -0.1% | 1,070,007 | $28.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -34.7% | 1,055,805 | $27.8M |
| Csenge Advisory Group | 1.32% | Add +6.5% | 1,046,980 | $27.6M |
| Kelman-Lazarov, Inc. | 4.01% | Reduce -1.8% | 1,027,974 | $27.1M |
| Milestone Investment Advisors LLC | 6.68% | Reduce -1.6% | 1,020,133 | $26.9M |
| Allworth Financial LP | 0.12% | Reduce -1.3% | 1,014,818 | $26.7M |
| FPC Investment Advisory, Inc. | 16.01% | Reduce -0.6% | 1,012,791 | $26.7M |
| St. Johns Investment Management Company, LLC | 11.11% | Reduce -1.8% | 992,448 | $26.1M |
| Sound View Wealth Advisors Group, LLC | 1.77% | Add +2.0% | 977,104 | $25.7M |
| Lowe Brockenbrough & Co. Inc. | 1.31% | Add +0.7% | 968,670 | $25.5M |
| Orion Porfolio Solutions, LLC | 0.20% | Reduce -0.9% | 954,844 | $25.2M |
| Sage Financial Management Group, Inc. | 8.03% | Reduce -1.4% | 954,533 | $25.1M |
| Destination Wealth Management | 0.69% | Reduce -2.8% | 954,376 | $25.1M |
| Northern Trust Corp. | 0.00% | Reduce -2.7% | 943,725 | $24.9M |
| Essex LLC | 4.50% | Reduce -0.8% | 943,014 | $24.8M |
| Salem Investment Counselors Inc. | 0.71% | Add +1.1% | 941,315 | $24.8M |
| Ancora Advisors LLC | 0.49% | Reduce -0.2% | 933,477 | $24.6M |
| Manchester Financial Inc. | 4.91% | Reduce -13.5% | 931,252 | $24.5M |
| Prosperity Wealth Management, Inc. | 8.15% | Add +4.5% | 911,630 | $24.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.62% | Reduce -26.9% | 902,299 | $23.8M |
| Clearwater Capital Advisors, LLC | 2.02% | Add +1.2% | 901,868 | $23.8M |
| Bell Investment Advisors, Inc | 3.88% | Reduce -2.8% | 901,610 | $23.7M |
| Valley Forge Investment Consultants Inc. Adv | 6.83% | Reduce -8.0% | 886,380 | $23.3M |
| Transamerica Financial Advisors, LLC | 1.92% | Add +1.0% | 876,688 | $23.1M |
| Sprinkle Financial Consultants LLC | 12.87% | Add +0.1% | 875,359 | $23.1M |
| Koesten, Hirschmann & Crabtree, INC. | 10.91% | Reduce -1.5% | 867,794 | $22.9M |
| Truepoint, Inc. | 0.52% | Reduce -1.1% | 844,044 | $22.2M |
| WBH Advisory Inc. | 1.68% | Reduce -2.6% | 837,192 | $22.1M |
| Blue Bell Private Wealth Management, LLC | 3.30% | Reduce -1.2% | 824,178 | $21.7M |
| Hengehold Capital Management LLC | 1.83% | Reduce -2.6% | 814,762 | $21.5M |
| B & T Capital Management DBA Alpha Capital Management | 3.40% | Reduce -2.0% | 812,599 | $21.4M |
| White & Co Financial Planning Inc | 16.08% | Reduce -2.2% | 811,103 | $21.4M |
| Asset Allocation Strategies LLC | 4.23% | Add +8.2% | 810,952 | $21.4M |
| Black Diamond Financial, LLC | 2.37% | Add +4.8% | 804,622 | $21.2M |
| Moneywise, Inc. | 9.53% | Reduce -3.7% | 799,390 | $21.1M |
| Wellington Management Group LLP | 0.00% | New | 799,302 | $21.1M |
| Abound Wealth Management | 5.20% | Add +0.5% | 789,205 | $20.8M |
| Gladstone Institutional Advisory LLC | 0.80% | Reduce -1.3% | 785,724 | $20.7M |
| MCF Advisors LLC | 1.26% | Reduce -1.0% | 781,849 | $20.6M |
| Bluespring Wealth Management, LLC | 1.76% | Reduce -2.7% | 768,664 | $20.2M |
| PNC Financial Services Group, Inc. | 0.01% | Add +0.9% | 762,752 | $20.1M |
| Truist Financial Corp. | 0.03% | Reduce -19.7% | 748,428 | $19.7M |
| Tortoise Investment Management, LLC | 1.74% | Reduce -1.2% | 742,370 | $19.6M |
| First National Corp. /Ma/ | 3.69% | Add +1.5% | 735,355 | $19.4M |
| Lutz Financial Services LLC | 1.40% | Reduce -0.2% | 736,160 | $19.4M |
| Alpha Zero LLC | 11.20% | Add +3.5% | 733,407 | $19.3M |
| GEN Financial Management, INC. | 16.34% | Reduce -11.1% | 719,332 | $18.9M |
| Investors Research Corp | 3.50% | Add +4.0% | 718,014 | $18.9M |
| Coldstream Capital Management Inc. | 0.25% | Reduce -6.6% | 717,701 | $18.9M |
| Jacobi Capital Management LLC | 1.15% | Reduce -3.0% | 715,583 | $18.8M |
| Strategic Equity Management | 6.85% | Reduce -6.5% | 702,186 | $18.5M |
| Leavell Investment Management, Inc. | 0.77% | Reduce -1.0% | 690,856 | $18.2M |
| Cwm, LLC | 0.05% | Reduce -7.8% | 685,710 | $18.1M |
| Up Strategic Wealth Investment Advisors LLC | 13.41% | Add +5.3% | 679,208 | $17.9M |
| BCS Wealth Management | 4.00% | Reduce -15.7% | 673,536 | $17.7M |
| Mfa Wealth Advisors, LLC | 3.87% | New | 673,406 | $17.7M |
| Focus Financial Network, Inc. | 0.63% | Add +2.2% | 668,657 | $17.6M |
| Sheets Smith Wealth Management | 1.99% | Reduce -3.5% | 666,614 | $17.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +8.1% | 661,642 | $17.4M |
| Red Cedar Investment Management, LLC | 2.03% | No change | 656,462 | $17.3M |
| Winthrop Capital Management, LLC | 4.15% | Reduce -1.8% | 651,164 | $17.2M |
| Leisure Capital Management | 5.80% | Add +0.1% | 643,293 | $16.9M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -1.5% | 622,817 | $16.4M |
| Trinity Legacy Partners, LLC | 3.76% | Add +0.6% | 605,921 | $16.3M |
| Wilkins Miller Wealth Management, LLC | 10.01% | Add +0.6% | 610,261 | $16.2M |
| Arlington Trust Co LLC | 2.88% | No change | 607,569 | $16.0M |
| FIDELIS iM, LLC | 9.63% | Reduce -89.0% | 149,287 | $15.5M |
| IFP Advisors, Inc | 0.40% | Reduce -0.5% | 589,340 | $15.5M |
| Councilor Wealth, LLC | 7.11% | Reduce -5.7% | 582,368 | $15.3M |
| Equitable Holdings, Inc. | 0.11% | Add +19.1% | 564,239 | $14.9M |
| Flputnam Investment Management Co. | 0.22% | Add +8.4% | 559,758 | $14.7M |
| Sigma Planning Corp | 0.42% | Reduce -0.0% | 557,823 | $14.7M |
| Debussy Capital Management LP | 2.00% | Add +2.3% | 536,902 | $14.1M |
| MinichMacGregor Wealth Management, LLC | 2.76% | Reduce -0.9% | 536,254 | $14.1M |
| Blackhawk Capital Partners, LLC | 5.49% | Reduce -2.1% | 535,727 | $14.1M |
| Peapack Gladstone Financial Corp. | 0.18% | Reduce -3.9% | 530,049 | $14.0M |
| Summit Financial, LLC | 0.21% | Add +10.3% | 523,503 | $13.8M |
| Arcadia Investment Advisors LLC | 6.68% | Reduce -0.7% | 522,182 | $13.8M |
| Balance Wealth Partners LLC | 3.39% | Reduce -4.4% | 521,686 | $13.7M |
| Farnam Financial LLC | 10.65% | Reduce -9.2% | 520,427 | $13.7M |
| Lodestar Private Asset Management LLC | 1.43% | Reduce -2.1% | 519,593 | $13.7M |
| Allen Capital Group, LLC | 1.30% | Add +3.6% | 517,861 | $13.6M |
| Redhawk Wealth Advisors, Inc. | 1.57% | Reduce -5.3% | 512,517 | $13.5M |
| CVA Family Office, LLC | 1.72% | Add +2.5% | 506,941 | $13.4M |
| BlackRock, Inc. | 0.00% | Add +454.0% | 506,384 | $13.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.33% | Reduce -0.2% | 505,939 | $13.3M |
| Concurrent Investment Advisors, LLC | 0.23% | Add +9.4% | 501,528 | $13.2M |
| Keyvantage Wealth, LLC | 5.53% | Reduce -2.0% | 500,348 | $13.2M |
| Envision Financial LLC | 7.54% | Reduce -3.8% | 499,490 | $13.2M |
| Cobblestone Capital Advisors LLC | 0.63% | Reduce -1.6% | 498,111 | $13.1M |
| Mission Wealth Management, LP | 0.27% | Reduce -8.6% | 497,889 | $13.1M |
| Sensible Financial Planning & Management, LLC. | 2.37% | Reduce -2.4% | 495,277 | $13.0M |
| Savvy Advisors, Inc. | 0.60% | Add +22.1% | 494,508 | $13.0M |
| Waverly Advisors, LLC | 0.13% | Add +0.1% | 493,189 | $13.0M |
| Elite Life Management LLC | 26.01% | Add +25.0% | 483,521 | $12.7M |
| Family Legacy Financial Solutions, LLC | 9.69% | Add +14.6% | 480,613 | $12.7M |
| Brand Asset Management Group, Inc. | 3.55% | Add +25.2% | 478,476 | $12.6M |
| IHT Wealth Management, LLC | 0.32% | Add +9.3% | 475,345 | $12.5M |
| North Star Asset Management Inc. | 0.50% | Reduce -3.1% | 472,254 | $12.4M |
| G2 Capital Management, LLC / Oh | 3.13% | Reduce -0.2% | 470,446 | $12.4M |
| SCS Capital Management LLC | 0.13% | Add +0.0% | 464,681 | $12.2M |
| Enclave Advisors LLC | 1.86% | Reduce -8.0% | 462,870 | $12.2M |
| NewEdge Advisors, LLC | 0.05% | Reduce -0.6% | 457,652 | $12.1M |
| Riversedge Advisors, LLC | 1.99% | Reduce -21.5% | 450,558 | $11.9M |
| Morling Financial Advisors, LLC | 3.92% | Reduce -0.2% | 448,166 | $11.8M |
| American Money Management, LLC | 1.96% | Reduce -2.1% | 446,269 | $11.8M |
| CoreCap Advisors, LLC | 0.43% | Add +30.0% | 445,749 | $11.7M |
| Frisco Financial Planning LLC | 9.94% | Reduce -8.5% | 442,046 | $11.6M |
| Farrell Financial LLC | 7.24% | Reduce -1.0% | 438,510 | $11.6M |
| Cooper/Haims Advisors, LLC | 5.39% | Reduce -2.3% | 437,799 | $11.5M |
| Elevation Wealth Partners, LLC | 4.15% | Add +1.5% | 437,507 | $11.5M |
| Strategic Family Wealth Counselors, L.L.C. | 2.95% | Add +0.1% | 435,543 | $11.5M |
| Sykon Capital LLC | 3.78% | New | 429,831 | $11.3M |
| Revolve Wealth Partners, LLC | 1.35% | Reduce -0.5% | 428,227 | $11.3M |
| LongView Wealth Management | 3.05% | Reduce -1.3% | 426,872 | $11.2M |
| Avidian Wealth Enterprises, LLC | 0.42% | Reduce -0.3% | 425,277 | $11.2M |
| Merit Financial Group, LLC | 0.10% | Reduce -9.0% | 423,385 | $11.2M |
| Leverty Financial Group, LLC | 2.88% | Reduce -1.1% | 421,107 | $11.1M |
| Wealthcare Advisory Partners LLC | 0.23% | Reduce -1.4% | 418,315 | $11.0M |
| Apollon Wealth Management, LLC | 0.20% | Add +50.9% | 416,487 | $11.0M |
| Caprock Group, LLC | 0.27% | — | 428,610 | $11.0M |
| NorthRock Partners, LLC | 0.20% | Add +2.2% | 411,380 | $10.8M |
| Asset Dedication, LLC | 0.72% | Reduce -2.3% | 405,836 | $10.7M |
| Guardian Financial Partners, LLC | 4.50% | Reduce -0.1% | 404,981 | $10.7M |
| R. W. Roge & Company, Inc. | 5.44% | Reduce -0.6% | 402,837 | $10.6M |
| Stevens Capital Partners | 3.12% | Add +17.2% | 397,406 | $10.5M |
| MBA Advisors LLC | 4.45% | Reduce -1.0% | 395,779 | $10.4M |
| L2 Asset Management, LLC | 1.49% | Add +52.0% | 391,390 | $10.3M |
| CAP Partners, LLC | 5.83% | Add +3.0% | 390,129 | $10.3M |
| United Advisor Group, LLC | 1.37% | Add +36.1% | 387,819 | $10.2M |
| Advisory Services Network, LLC | 0.15% | Add +1.3% | 386,960 | $10.2M |
| Ieq Capital, LLC | 0.03% | Add +52.9% | 379,195 | $10.0M |
| Foundations Investment Advisors, LLC | 0.14% | Reduce -65.4% | 377,989 | $10.0M |
| Private Advisor Group, LLC | 0.05% | Add +2.8% | 377,759 | $10.0M |
| Attessa Capital LLC | 5.86% | Reduce -2.3% | 377,452 | $9.9M |
| RTD Financial Advisors, Inc. | 1.19% | Reduce -2.5% | 376,924 | $9.9M |
| Global Endowment Management, LP | 1.24% | Add +0.4% | 375,122 | $9.9M |
| Planning Alternatives Ltd. | 1.26% | Reduce -1.4% | 372,852 | $9.8M |
| Grant Street Asset Management, Inc. | 2.07% | Add +1.0% | 372,350 | $9.8M |
| Vise Technologies, Inc. | 0.36% | Reduce -2.8% | 372,147 | $9.8M |
| MML Investors Services, LLC | 0.03% | Reduce -3.6% | 372,077 | $9.8M |
| K2 Financial Inc. | 7.86% | Reduce -3.9% | 372,290 | $9.8M |
| Raine Group LLC | 76.13% | Add +0.1% | 364,013 | $9.6M |
| Patriot Investment Management Group, Inc. | 0.62% | Reduce -1.4% | 361,003 | $9.5M |
| Capital Squared Financial LLC | 8.18% | Add +9.2% | 357,901 | $9.4M |
| Consilium Wealth Advisory, LLC | 3.63% | Reduce -0.8% | 357,096 | $9.4M |
| Lee Financial Co | 1.18% | Add +2.5% | 355,342 | $9.4M |
| U.S. Capital Wealth Advisors, LLC | 0.25% | Reduce -3.1% | 355,202 | $9.4M |
| Legacy Private Trust Co. | 0.54% | Reduce -3.8% | 345,197 | $9.1M |
| PFG Advisors | 0.37% | New | 345,064 | $9.1M |
| Atria Investments, Inc | 0.10% | Reduce -15.4% | 338,137 | $8.9M |
| Lido Advisors, LLC | 0.04% | Add +61.0% | 337,546 | $8.9M |
| Element Wealth, LLC | 3.88% | Reduce -0.6% | 337,541 | $8.9M |
| AlphaCore Capital LLC | 0.29% | Add +4.1% | 332,378 | $8.8M |
| Blueprint Investment Partners LLC | 1.23% | Reduce -1.4% | 331,550 | $8.7M |
| Walkner Condon Financial Advisors LLC | 1.38% | Reduce -1.9% | 330,062 | $8.7M |
| Oakwell Private Wealth Management, LLC | 1.73% | Reduce -0.1% | 327,846 | $8.6M |
| Tower Research Capital LLC (TRC) | 0.24% | Add +12.3% | 327,660 | $8.6M |
| Cahill Financial Advisors Inc. | 0.96% | Reduce -8.5% | 319,235 | $8.4M |
| Tradewinds Capital Management, LLC | 1.86% | Reduce -0.7% | 314,287 | $8.3M |
| Northwest Capital Management Inc | 8.63% | Reduce -24.0% | 311,639 | $8.2M |
| Circle Wealth Management, LLC | 0.16% | No change | 310,300 | $8.2M |
| Castle Wealth Management LLC | 2.72% | Reduce -2.0% | 306,233 | $8.1M |
| Trivium Point Advisory, LLC | 0.82% | Reduce -3.6% | 303,354 | $8.0M |
| SWS Partners | 1.94% | Reduce -2.0% | 302,439 | $8.0M |
| Consolidated Portfolio Review Corp | 0.99% | Add +4.9% | 300,383 | $7.9M |
| Ami Investment Management Inc. | 1.83% | Reduce -6.4% | 299,885 | $7.9M |
| Nicollet Investment Management, Inc. | 2.52% | Reduce -6.1% | 293,530 | $7.7M |
| VanderPol Investments L.L.C. | 14.97% | Add +6.3% | 287,474 | $7.7M |
| Gradient Investments LLC | 0.13% | Reduce -6.4% | 291,256 | $7.7M |
| MBL Wealth, LLC | 0.67% | Add +1.2% | 288,845 | $7.6M |
| Rosenberg Matthew Hamilton | 1.64% | Reduce -1.1% | 287,158 | $7.6M |
| GPM Growth Investors, Inc. | 2.90% | Add +0.2% | 286,268 | $7.5M |
| Harbor Group, Inc. | 1.20% | Reduce -1.7% | 286,248 | $7.5M |
| Arcataur Capital Management LLC | 2.21% | Reduce -0.6% | 285,713 | $7.5M |
| Red Tortoise LLC | 3.30% | Add +5.1% | 285,320 | $7.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.76% | Reduce -0.7% | 283,890 | $7.5M |
| Berkshire Asset Management LLC | 0.32% | Add +2.7% | 282,621 | $7.4M |
| Gradient Capital Advisors, LLC | 1.98% | Reduce -0.9% | 279,777 | $7.4M |
| Arbor Trust Wealth Advisors, LLC | 3.31% | Add +4.6% | 279,291 | $7.4M |
| Droms Strauss Advisors Inc. /Mo/ | 2.13% | Reduce -5.1% | 278,318 | $7.3M |
| Cynosure Group, LLC | 0.78% | Add +45.9% | 272,968 | $7.2M |
| Curbstone Financial Management Corp | 1.37% | Reduce -0.4% | 271,480 | $7.2M |
| Madden Advisory Services, Inc. | 3.00% | Reduce -2.6% | 270,952 | $7.1M |
| Bartlett & Co. Wealth Management LLC | 0.09% | Reduce -3.4% | 269,383 | $7.1M |
| Wealthspire Retirement, LLC | 0.45% | Reduce -10.4% | 266,822 | $7.0M |
| Barden Capital Management, Inc. | 5.83% | Reduce -2.9% | 266,107 | $7.0M |
| Tempus Wealth Planning, LLC | 1.59% | Add +6.2% | 262,338 | $6.9M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +67.0% | 259,750 | $6.8M |
| Peachtree Investment Partners, LLC | 2.35% | Add +99.7% | 257,672 | $6.8M |
| Sfmg, LLC | 0.47% | Reduce -5.9% | 257,404 | $6.8M |
| Krilogy Financial LLC | 0.25% | Add +6.7% | 253,123 | $6.8M |
| Triangle Securities Wealth Management | 1.53% | Reduce -2.6% | 257,019 | $6.8M |
| Phillips Financial Management, LLC | 0.45% | Reduce -1.1% | 256,585 | $6.8M |
| Summit Financial Consulting LLC | 5.28% | New | 251,254 | $6.6M |
| Sage Mountain Advisors LLC | 0.38% | No change | 249,841 | $6.6M |
| Sentinel Pension Advisors, LLC | 1.05% | Add +1.1% | 248,717 | $6.6M |
| Klingenstein Fields & Co. LP | 0.25% | Reduce -0.9% | 248,414 | $6.5M |
| Legacy Financial Group, Inc. | 1.79% | Reduce -3.8% | 247,863 | $6.5M |
| WealthPlan Investment Management, LLC | 0.43% | Reduce -1.3% | 246,825 | $6.5M |
| Tudor Investment Corporation | 0.04% | Reduce -70.0% | 245,025 | $6.5M |
| Birchbrook, Inc. | 3.34% | Add +3.1% | 244,817 | $6.4M |
| Van Strum & Towne Inc. | 1.87% | Add +1.0% | 242,037 | $6.4M |
| Mutual Advisors, LLC | 0.14% | Add +0.8% | 239,406 | $6.4M |
| Medallion Wealth Advisors, LLC | 2.25% | Add +13.8% | 240,744 | $6.3M |
| Signature Estate & Investment Advisors LLC | 0.14% | Reduce -0.2% | 239,923 | $6.3M |
| Citigroup Inc. | 0.00% | Add +15.3% | 236,978 | $6.2M |
| Somerset Group LLC | 4.93% | Add +9.3% | 235,998 | $6.2M |
| Cornerstone Wealth Advisors, Inc. | 1.50% | Reduce -4.9% | 234,798 | $6.2M |
| Floyd Financial Group LLC | 4.51% | Reduce -14.3% | 231,741 | $6.1M |
| Aspiriant, LLC | 0.19% | Reduce -0.2% | 229,919 | $6.1M |
| Blair William & Co. | 0.02% | Reduce -0.4% | 229,433 | $6.0M |
| NorthCoast Asset Management LLC | 0.02% | Add +15.3% | 229,328 | $6.0M |
| Parallel Advisors, LLC | 0.11% | Reduce -9.3% | 228,415 | $6.0M |
| Santori & Peters, Inc. | 2.14% | Reduce -3.5% | 227,085 | $6.0M |
| Omega Financial Group, LLC | 2.01% | Reduce -1.1% | 226,987 | $6.0M |
| U S Wealth Group, Llc. | 3.89% | Add +0.9% | 226,247 | $6.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.0% | 225,951 | $6.0M |
| Van Cleef Asset Management,Inc | 0.60% | Reduce -2.2% | 225,572 | $5.9M |
| Natixis Advisors, LLC | 0.01% | Reduce -42.9% | 224,486 | $5.9M |
| Nations Financial Group Inc, /Ia/ | 0.37% | Add +1601.5% | 223,762 | $5.9M |
| Game Plan Financial Advisors, LLC | 2.68% | Reduce -2.5% | 201,057 | $5.9M |
| Brighton Jones LLC | 0.14% | Add +0.3% | 220,868 | $5.8M |
| Ausdal Financial Partners, Inc. | 0.28% | Reduce -1.7% | 219,984 | $5.8M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | Reduce -0.7% | 218,496 | $5.8M |
| Eagle Capital Management, LLC | 2.17% | Add +2.1% | 217,636 | $5.7M |
| Valmark Advisers, Inc. | 0.07% | Add +5.5% | 217,543 | $5.7M |
| Bailard, Inc. | 0.12% | Reduce -0.8% | 216,776 | $5.7M |
| Montis Financial, LLC | 1.31% | Reduce -11.6% | 215,796 | $5.7M |
| Simplicity Wealth,LLC | 0.33% | New | 215,223 | $5.7M |
| Clearview Wealth Advisors LLC | 3.59% | Add +5.4% | 212,871 | $5.6M |
| Sigma Investment Counselors Inc. | 0.29% | Add +0.3% | 212,771 | $5.6M |
| Bigelow Investment Advisors, LLC | 2.22% | Reduce -2.8% | 209,170 | $5.5M |
| Ignite Planners, LLC | 0.90% | Add +0.2% | 208,155 | $5.5M |
| Thrive Wealth Management, LLC | 0.82% | Add +3.6% | 206,865 | $5.4M |
| Bank of Montreal | 0.00% | Add +1.7% | 205,724 | $5.4M |
| SageView Advisory Group, LLC | 0.18% | Add +314.8% | 203,219 | $5.4M |
| Financial Advisors, LLC | 0.94% | Reduce -9.4% | 200,995 | $5.3M |
| Pathstone Holdings, LLC | 0.02% | Add +11.3% | 200,780 | $5.3M |
| Mengis Capital Management, Inc. | 1.04% | Add +1.4% | 200,097 | $5.3M |
| Berkeley, Inc | 1.69% | Reduce -2.0% | 200,019 | $5.3M |
| Valeo Financial Advisors, LLC | 0.12% | Add +72.9% | 197,824 | $5.2M |
| Ring Mountain Capital, LLC | 2.84% | Reduce -0.9% | 194,577 | $5.1M |
| Cambridge Financial Group, LLC | 1.63% | Add +0.0% | 192,293 | $5.1M |
| Asset Planning Services Inc. /La/ | 2.09% | Add +3.4% | 188,702 | $5.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.7% | 186,695 | $4.9M |
| Muirfield Wealth Advisors LLC | 3.63% | Reduce -0.9% | 186,081 | $4.9M |
| Tenret Co LLC | 2.53% | No change | 185,345 | $4.9M |
| Creekside Partners | 2.15% | Add +0.1% | 185,258 | $4.9M |
| Waterloo Capital, L.P. | 0.36% | Reduce -0.1% | 185,178 | $4.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.7% | 184,493 | $4.9M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +35.1% | 184,134 | $4.9M |
| Winthrop Advisory Group LLC | 0.42% | Reduce -2.1% | 182,562 | $4.8M |
| Peak Financial Management, Inc. | 1.26% | Reduce -7.8% | 181,479 | $4.8M |
| TD Private Client Wealth LLC | 0.11% | Reduce -1.2% | 181,420 | $4.8M |
| Missouri Trust & Investment Co | 1.41% | Reduce -1.1% | 180,897 | $4.8M |
| Denver PWM, LLC | 1.48% | Add +0.2% | 194,727 | $4.8M |
| Code Waechter LLC | 3.10% | Reduce -3.3% | 180,928 | $4.7M |
| West Oak Capital, LLC | 2.35% | Reduce -19.8% | 179,680 | $4.7M |
| Bradley Foster & Sargent Inc. | 0.07% | Reduce -1.5% | 177,772 | $4.7M |
| Elmwood Wealth Management, Inc. | 1.66% | Add +2.4% | 177,587 | $4.7M |
| Integrated Advisors Network LLC | 0.20% | Reduce -1.3% | 176,617 | $4.7M |
| Paulson Wealth Management Inc. | 1.10% | Reduce -6.0% | 176,470 | $4.6M |
| Carr Financial Group Corp | 1.27% | Reduce -79.0% | 175,506 | $4.6M |
| Asset Management Group, Inc. | 0.75% | Reduce -0.8% | 174,050 | $4.6M |
| Ironwood Wealth Management, LLC. | 1.52% | Reduce -9.9% | 172,432 | $4.5M |
| Cathy Pareto & Associates, Inc. | 3.39% | Reduce -0.0% | 170,778 | $4.5M |
| Chapman Financial Group, LLC | 3.06% | Add +12.8% | 168,317 | $4.4M |
| Shelton Wealth Management, LLC | 2.06% | Reduce -6.6% | 167,732 | $4.4M |
| Hollencrest Capital Management | 0.16% | Reduce -0.9% | 166,630 | $4.4M |
| Maia Wealth LLC | 0.74% | Add +13.0% | 162,813 | $4.4M |
| Hutchens & Kramer Investment Management Group, LLC | 1.72% | Reduce -10.5% | 165,891 | $4.4M |
| Sowell Financial Services LLC | 0.17% | Add +29.0% | 165,786 | $4.4M |
| CIBC Private Wealth Group LLC | 0.01% | Add +25.7% | 165,455 | $4.4M |
| Fort Vancouver Investment Management, LLC | 2.41% | Reduce -2.0% | 164,969 | $4.3M |
| RMR Wealth Builders | 0.36% | Reduce -2.0% | 164,656 | $4.3M |
| First Foundation Advisors | 0.16% | Add +1.0% | 163,386 | $4.3M |
| Exencial Wealth Advisors, LLC | 0.14% | Reduce -5.2% | 162,978 | $4.3M |
| Sand Hill Global Advisors, LLC | 0.15% | No change | 159,817 | $4.2M |
| Values Added Financial LLC | 1.86% | Reduce -5.7% | 158,557 | $4.2M |
| MeadowBrook Investment Advisors LLC | 3.65% | Reduce -1.9% | 158,506 | $4.2M |
| Summit Financial Strategies, Inc. | 0.36% | Add +0.0% | 158,218 | $4.2M |
| Diversify Advisory Services, LLC | 0.14% | Reduce -1.0% | 153,138 | $4.1M |
| Summit Place Financial Advisors, LLC | 1.94% | Reduce -0.5% | 156,416 | $4.1M |
| Procyon Advisors, LLC | 0.24% | Reduce -9.9% | 155,844 | $4.1M |
| NewEdge Wealth, LLC | 0.06% | Reduce -0.5% | 151,399 | $4.1M |
| Meridian Wealth Management, LLC | 0.15% | Reduce -2.8% | 152,491 | $4.0M |
| Poehling Capital Management, INC. | 0.84% | Reduce -1.3% | 151,707 | $4.0M |
| John Boyer, Inc. | 3.97% | — | 151,084 | $4.0M |
| JFG Wealth Management, LLC | 0.78% | No change | 151,058 | $4.0M |
| WJ Financial Advisors LLC | 3.86% | — | 150,912 | $4.0M |
| Naples Global Advisors, LLC | 0.31% | Add +1.3% | 150,744 | $4.0M |
| Sharkey, Howes & Javer | 0.51% | Reduce -1.5% | 150,126 | $4.0M |
| Park Avenue Securities LLC | 0.03% | Reduce -1.1% | 149,790 | $3.9M |
| Hantz Financial Services, Inc. | 0.06% | Reduce -9.7% | 147,907 | $3.9M |
| Wedmont Private Capital | 0.14% | Add +30.4% | 146,963 | $3.9M |
| Pacific Capital Wealth Advisors, Inc. | 0.67% | Reduce -4.0% | 146,703 | $3.9M |
| YHB Investment Advisors, Inc. | 0.28% | Add +1.4% | 146,558 | $3.9M |
| ETF Store, Inc. | 4.07% | Reduce -1.2% | 145,850 | $3.8M |
| Beaumont Financial Advisors, LLC | 0.26% | Add +0.6% | 145,346 | $3.8M |
| Advisors Management Group Inc. | 0.67% | Reduce -2.3% | 144,195 | $3.8M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -0.8% | 141,029 | $3.7M |
| Voisard Asset Management Group, Inc. | 0.86% | Reduce -25.8% | 140,311 | $3.7M |
| Godsey & Gibb, Inc. | 0.33% | Add +10.2% | 139,805 | $3.7M |
| Summit Trail Advisors, LLC | 0.05% | No change | 139,125 | $3.7M |
| Phil A. Younker & Associates, Ltd. | 2.76% | Add +0.2% | 136,750 | $3.6M |
| Elser Financial Planning, Inc | 4.34% | Reduce -1.2% | 135,842 | $3.6M |
| Penobscot Wealth Management | 1.15% | Add +8.1% | 136,430 | $3.6M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -6.0% | 136,367 | $3.6M |
| Pinion Investment Advisors, LLC | 0.98% | Add +2.1% | 133,851 | $3.6M |
| Pittenger & Anderson Inc. | 0.13% | Reduce -0.2% | 135,857 | $3.6M |
| Armbruster Capital Management, Inc. | 0.60% | Reduce -0.0% | 134,895 | $3.6M |
| Hurlow Wealth Management Group, Inc. | 0.91% | Reduce -0.4% | 134,107 | $3.5M |
| Condor Capital Management | 0.29% | Reduce -1.1% | 133,284 | $3.5M |
| Dakota Wealth Management | 0.07% | Reduce -11.8% | 132,302 | $3.5M |
| Commerce Bank | 0.02% | Reduce -2.2% | 132,144 | $3.5M |
| Nottingham Advisors, Inc. | 0.48% | Reduce -7.8% | 131,535 | $3.5M |
| Wealth Group Ltd | 0.80% | Reduce -0.2% | 131,124 | $3.5M |
| VERITY Wealth Advisors | 2.17% | No change | 130,640 | $3.4M |
| Fagan Associates, Inc. | 0.47% | Reduce -0.2% | 130,337 | $3.4M |
| Milestone Asset Management Group, LLC | 2.16% | Add +1.6% | 130,185 | $3.4M |
| 1900 Wealth Management LLC | 0.23% | Reduce -2.7% | 129,493 | $3.4M |
| Traphagen Investment Advisors LLC | 0.29% | Add +16.0% | 128,399 | $3.4M |
| Roundview Capital LLC | 0.21% | Reduce -0.7% | 126,984 | $3.3M |
| Lazard Asset Management LLC | 0.00% | No change | 126,942 | $3.3M |
| Broadview Financial Management, LLC | 2.25% | Reduce -2.7% | 126,880 | $3.3M |
| Rovin Capital /Ut/ | 0.92% | Add +36.6% | 126,237 | $3.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +1.7% | 125,288 | $3.3M |
| Capital Advisors Inc. | 0.05% | Reduce -4.5% | 123,485 | $3.3M |
| Tiaa Trust, National Association | 0.01% | Add +3.4% | 122,692 | $3.2M |
| GW Henssler & Associates Ltd. | 0.16% | Add +1.7% | 122,410 | $3.2M |
| Mosaic Family Wealth Partners, LLC | 0.38% | Add +1.3% | 122,631 | $3.2M |
| Seneca Financial Advisors LLC | 1.04% | Add +3.6% | 120,508 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.5% | 120,396 | $3.2M |
| Jane Street Group, LLC | 0.00% | Reduce -77.5% | 119,940 | $3.2M |
| Nicholas Hoffman & Company, LLC. | 0.08% | Add +0.1% | 117,764 | $3.1M |
| Hurley Capital, LLC | 1.74% | Add +1.8% | 117,349 | $3.1M |
| Zacks Investment Management | 0.02% | Reduce -23.8% | 117,204 | $3.1M |
| Western Wealth Management, LLC | 0.16% | Reduce -4.1% | 117,114 | $3.1M |
| Kathmere Capital Management, LLC | 0.22% | Reduce -2.6% | 116,670 | $3.1M |
| Pinnacle Associates Ltd. | 0.04% | Add +0.3% | 116,605 | $3.1M |
| Flower City Capital | 1.65% | Reduce -1.9% | 116,483 | $3.1M |
| C M Bidwell & Associates Ltd. | 1.47% | Reduce -2.0% | 116,349 | $3.1M |
| Next Capital Management LLC | 1.01% | Reduce -3.4% | 115,411 | $3.0M |
| Brucke Financial, Inc. | 1.76% | Reduce -0.0% | 111,286 | $3.0M |
| Clear Investment Research, LLC | 3.99% | Reduce -5.4% | 112,956 | $3.0M |
| Midwest Trust Co | 0.04% | Reduce -17.3% | 112,547 | $3.0M |
| Avior Wealth Management, LLC | 0.09% | Reduce -3.6% | 111,745 | $2.9M |
| WealthShield Partners, LLC | 0.33% | Reduce -0.5% | 110,980 | $2.9M |
| Payne Capital LLC | 2.95% | — | 110,349 | $2.9M |
| SouthState Bank Corp | 0.13% | Reduce -67.2% | 109,895 | $2.9M |
| Clearstead Advisors, LLC | 0.04% | Reduce -2.4% | 108,999 | $2.9M |
| Front Row Advisors LLC | 0.95% | Add +0.3% | 107,398 | $2.8M |
| Vantage Financial Partners, LLC | 0.59% | Reduce -3.6% | 107,017 | $2.8M |
| Joseph P. Lucia & Associates, LLC | 1.06% | Reduce -0.4% | 106,698 | $2.8M |
| Larson Financial Group LLC | 0.10% | Add +0.3% | 106,678 | $2.8M |
| Bawa N Mallick Trust | 1.06% | No change | 105,900 | $2.8M |
| Westmount Partners, LLC | 0.72% | No change | 105,341 | $2.8M |
| Stordahl Capital Management, Inc. | 0.58% | Reduce -3.0% | 105,425 | $2.8M |
| Win Advisors, Inc. | 1.32% | New | 102,882 | $2.7M |
| Phocas Financial Corp. | 0.35% | No change | 102,081 | $2.7M |
| Zhang Financial LLC | 0.11% | Add +0.5% | 101,686 | $2.7M |
| BOK Financial Private Wealth, Inc. | 0.17% | Reduce -0.8% | 101,233 | $2.7M |
| Johnson Financial Group, LLC | 0.24% | No change | 100,598 | $2.6M |
| Aspiring Ventures, LLC | 0.96% | Reduce -4.2% | 100,198 | $2.6M |
| Compass Financial Group, INC | 0.40% | Add +0.4% | 99,857 | $2.6M |
| Cabot Wealth Management Inc. | 0.29% | Reduce -1.1% | 99,459 | $2.6M |
| Mayfair Advisory Group, LLC | 1.11% | Reduce -1.0% | 98,674 | $2.6M |
| CCG Wealth Management, LLC | 1.22% | Reduce -0.6% | 98,213 | $2.6M |
| Empower Advisory Group, LLC | 0.01% | Add +68.3% | 96,916 | $2.6M |
| Harbor Asset Planning, Inc. | 2.28% | Add +0.3% | 96,805 | $2.5M |
| Wedgewood Investors Inc. | 2.79% | Add +0.0% | 96,556 | $2.5M |
| Signaturefd, LLC | 0.04% | Add +0.1% | 96,200 | $2.5M |
| Duncker Streett & Co. Inc. | 0.44% | Reduce 0.0% | 94,864 | $2.5M |
| Plancorp, LLC | 0.08% | Reduce -29.2% | 94,243 | $2.5M |
| Lowery Thomas, LLC | 1.43% | Reduce -0.4% | 93,959 | $2.5M |
| AE Wealth Management LLC | 0.02% | Add +39.4% | 93,958 | $2.5M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Add +0.7% | 93,402 | $2.5M |
| Mitchell Capital Management Co. | 0.42% | Add +1.2% | 93,307 | $2.5M |
| Callan Family Office, LLC | 0.08% | No change | 93,000 | $2.4M |
| Oppenheimer & Co. Inc. | 0.03% | Add +0.3% | 92,661 | $2.4M |
| Brookstone Capital Management | 0.03% | Reduce -9.4% | 92,519 | $2.4M |
| Holderness Investments Co. | 0.50% | Reduce -3.5% | 92,401 | $2.4M |
| Parsons Capital Management Inc. | 0.14% | Add +3.9% | 91,927 | $2.4M |
| FAS Wealth Partners, Inc. | 0.16% | Reduce -1.7% | 91,408 | $2.4M |
| S.E.E.D. Planning Group LLC | 0.70% | Reduce -3.3% | 91,030 | $2.4M |
| Verum Partners LLC | 0.51% | Add +0.1% | 90,787 | $2.4M |
| Worth Asset Management, LLC | 1.07% | Reduce -10.6% | 90,323 | $2.4M |
| Cooper Financial Group | 0.26% | Add +9.5% | 90,317 | $2.4M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Add +0.5% | 89,759 | $2.4M |
| Rialto Wealth Management, LLC | 0.61% | Reduce -0.6% | 90,130 | $2.4M |
| Capital Advantage, Inc. | 0.36% | Add +0.3% | 90,027 | $2.4M |
| RIA Advisory Group LLC | 0.61% | Reduce -10.5% | 89,867 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +31.0% | 88,872 | $2.3M |
| Seros Financial, LLC | 1.42% | Add +5.0% | 88,865 | $2.3M |
| Relyea Zuckerberg Hanson LLC | 0.25% | No change | 88,562 | $2.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.79% | Add +10.7% | 88,568 | $2.3M |
| Outfitters Financial LLC | 1.87% | Reduce -0.9% | 87,880 | $2.3M |
| Apella Capital, LLC | 0.05% | Add +758.7% | 88,433 | $2.3M |
| RHS Financial, LLC | 1.20% | Reduce -3.4% | 87,589 | $2.3M |
| Successful Portfolios LLC | 1.34% | Add +4.7% | 87,481 | $2.3M |
| Stockman Wealth Management, Inc. | 0.28% | Reduce -5.7% | 86,326 | $2.3M |
| American Investment Services, Inc. | 0.55% | Add +0.3% | 86,260 | $2.3M |
| L.K. Benson & Company, P.C. | 1.22% | Add +0.8% | 85,661 | $2.3M |
| Davidson Trust Co. | 0.93% | No change | 85,608 | $2.3M |
| Clear Point Advisors Inc. | 1.75% | Reduce -2.9% | 85,364 | $2.2M |
| Elgethun Capital Management | 0.41% | Reduce -2.8% | 85,199 | $2.2M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -0.1% | 84,935 | $2.2M |
| Evoke Wealth, LLC | 0.05% | No change | 84,810 | $2.2M |
| Bull Oak Capital, LLC | 0.95% | No change | 84,637 | $2.2M |
| AdvisorNet Financial, Inc | 0.13% | Reduce -16.5% | 84,472 | $2.2M |
| Silver Oak Securities, Incorporated | 0.17% | Add +179.6% | 84,262 | $2.2M |
| Retireful, LLC | 2.12% | New | 83,388 | $2.2M |
| Principal Securities, Inc. | 0.04% | Reduce -9.3% | 83,057 | $2.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.25% | Reduce -2.0% | 81,938 | $2.2M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -12.8% | 81,780 | $2.2M |
| Pettyjohn, Wood & White, Inc. | 0.36% | No change | 81,736 | $2.2M |
| Wynn Capital, LLC | 1.04% | No change | 81,015 | $2.1M |
| Alpha Omega Wealth Management LLC | 0.35% | Reduce -0.2% | 79,960 | $2.1M |
| Simon Quick Advisors, LLC | 0.10% | Reduce -8.2% | 79,784 | $2.1M |
| Riverpoint Wealth Management Holdings, LLC | 0.46% | Reduce -8.7% | 79,768 | $2.1M |
| Plotkin Financial Advisors, LLC | 1.04% | Reduce -0.0% | 79,519 | $2.1M |
| Pinnacle Family Advisors, LLC | 0.91% | Add +7.2% | 79,042 | $2.1M |
| Market Street Wealth Management Advisors LLC | 0.33% | Reduce -1.2% | 78,469 | $2.1M |
| Bridges Investment Management Inc. | 0.03% | New | 78,281 | $2.1M |
| Evolution Wealth Management Inc. | 2.11% | Add +69.6% | 78,180 | $2.1M |
| Saxony Capital Management, LLC | 1.36% | Reduce -45.5% | 78,135 | $2.1M |
| Bouchey Financial Group, Ltd. | 0.16% | Reduce -0.1% | 77,734 | $2.0M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | Add +0.7% | 77,593 | $2.0M |
| Creative Financial Designs Inc. | 0.14% | Add +14.5% | 77,417 | $2.0M |
| Main Street Group, LTD | 0.65% | Add +7.3% | 76,752 | $2.0M |
| Paces Ferry Wealth Advisors, LLC | 0.84% | Reduce -1.8% | 76,461 | $2.0M |
| Lifeworks Advisors, LLC | 0.27% | Reduce -18.6% | 76,342 | $2.0M |
| Aspen Investment Management Inc | 0.78% | Add +0.2% | 76,304 | $2.0M |
| Cross Staff Investments Inc | 1.40% | Reduce -2.5% | 76,307 | $2.0M |
| Independent Financial Group, LLC | 0.05% | Add +1.4% | 75,361 | $2.0M |
| Wiser Advisor Group LLC | 2.46% | Add +4.9% | 75,143 | $2.0M |
| Garde Capital, Inc. | 0.10% | Reduce -0.0% | 75,070 | $2.0M |
| Everhart Financial Group, Inc. | 0.20% | Reduce -19.4% | 74,757 | $2.0M |
| Heritage Trust Co | 0.21% | No change | 74,718 | $2.0M |
| EverSource Wealth Advisors, LLC | 0.08% | Add +167.9% | 74,491 | $2.0M |
| American Financial Advisors, LLC | 0.25% | Reduce -4.4% | 73,683 | $1.9M |
| JFS Wealth Advisors, LLC | 0.11% | Add +0.7% | 73,513 | $1.9M |
| Thoroughbred Financial Services, LLC | 0.12% | Reduce -26.8% | 73,367 | $1.9M |
| Novare Capital Management LLC | 0.15% | Reduce -0.3% | 73,278 | $1.9M |
| Sax Wealth Advisors, LLC | 0.10% | Add +4.0% | 73,108 | $1.9M |
| Capital Management Associates, Inc | 0.52% | Reduce -4.1% | 72,816 | $1.9M |
| FineMark National Bank & Trust | 0.06% | Add +1.2% | 72,738 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | Add +334.3% | 72,008 | $1.9M |
| Cutler Investment Counsel LLC | 0.20% | Reduce 0.0% | 72,007 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -3.3% | 71,488 | $1.9M |
| Compass Ion Advisors, LLC | 0.18% | Add +0.1% | 71,050 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +13.3% | 70,396 | $1.9M |
| Oldfather Financial Services, LLC | 0.58% | Add +1.5% | 70,205 | $1.8M |
| Foster Group, Inc. | 0.06% | Add +0.3% | 70,122 | $1.8M |
| LBMC Investment Advisors, LLC | 0.12% | Reduce -11.7% | 70,093 | $1.8M |
| Freestone Capital Holdings, LLC | 0.06% | Add +0.1% | 70,018 | $1.8M |
| AlTi Global, Inc. | 0.04% | Reduce -4.5% | 69,958 | $1.8M |
| Per Stirling Capital Management, LLC. | 0.22% | Reduce -12.1% | 69,706 | $1.8M |
| Two Sigma Securities, LLC | 0.27% | New | 69,239 | $1.8M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -1.0% | 68,950 | $1.8M |
| Avant Capital LLC | 1.27% | Add +0.3% | 68,324 | $1.8M |
| MADDEN SECURITIES Corp | 0.55% | Reduce -1.6% | 68,312 | $1.8M |
| Vision Capital Management, Inc. | 0.22% | Reduce -0.1% | 67,922 | $1.8M |
| Warwick Investment Management, Inc. | 0.31% | No change | 67,668 | $1.8M |
| Heartwood Wealth Advisors LLC | 0.17% | Add +13.1% | 67,623 | $1.8M |
| AMG National Trust Bank | 0.04% | Add +0.1% | 67,611 | $1.8M |
| Weaver Capital Management LLC | 0.39% | Reduce -0.6% | 67,541 | $1.8M |
| Evanson Asset Management, LLC | 0.10% | Reduce -0.5% | 66,701 | $1.8M |
| Pennsylvania Capital Management Inc. | 0.51% | Reduce -11.4% | 66,631 | $1.8M |
| Abacus Planning Group, Inc. | 0.24% | Add +4.9% | 66,319 | $1.7M |
| Emergent Wealth Advisors, LLC | 1.01% | Reduce -0.3% | 66,002 | $1.7M |
| Vermillion Wealth Management, Inc. | 0.47% | Add +1.6% | 65,730 | $1.7M |
| Burk Holdings LLC | 0.91% | Reduce -0.8% | 64,482 | $1.7M |
| Human Investing LLC | 0.25% | Reduce -1.2% | 64,345 | $1.7M |
| Revisor Wealth Management LLC | 0.58% | Add +92.0% | 63,580 | $1.7M |
| Northwest Bancshares, Inc. | 0.28% | New | 64,053 | $1.7M |
| Ironwood Financial, llc | 0.30% | Reduce -6.9% | 63,840 | $1.7M |
| Capital Advisors, Ltd. LLC | 0.19% | Reduce -3.5% | 63,684 | $1.7M |
| Atlantic Union Bankshares Corp | 0.03% | Add +0.0% | 63,649 | $1.7M |
| Intrepid Capital Management Inc. | 0.82% | Add +0.0% | 63,563 | $1.7M |
| Westbourne Investments, Inc. | 0.80% | Reduce -11.5% | 61,547 | $1.7M |
| Chatham Capital Group, Inc. | 0.24% | No change | 63,470 | $1.7M |
| CX Institutional | 0.05% | Add +2.2% | 63,409 | $1.7M |
| &partners | 0.01% | Add +10.7% | 63,121 | $1.7M |
| SeaCrest Wealth Management, LLC | 0.18% | Reduce -3.2% | 62,328 | $1.7M |
| Townsend Asset Management Corp. /NC/ | 0.59% | Reduce -7.7% | 62,752 | $1.7M |
| James J. Burns & Company, LLC | 0.24% | Reduce -0.6% | 62,350 | $1.6M |
| Millennium Capital Advisors, LLC | 0.99% | Reduce -2.8% | 61,946 | $1.6M |
| Cherry Tree Wealth Management, LLC | 0.36% | Reduce -1.4% | 61,812 | $1.6M |
| Family Manage LLC | 0.23% | Add +0.0% | 61,679 | $1.6M |
| Brown Advisory Inc. | 0.00% | No change | 61,034 | $1.6M |
| CWC Advisors, LLC. | 0.78% | No change | 60,846 | $1.6M |
| Keybank National Association | 0.01% | Add +25.0% | 60,644 | $1.6M |
| IFG Advisory, LLC | 0.07% | Add +2.1% | 60,618 | $1.6M |
| Breakwater Investment Management | 0.59% | No change | 60,321 | $1.6M |
| Jefferies Financial Group Inc. | 0.01% | No change | 60,288 | $1.6M |
| Ifrah Financial Services, Inc. | 0.41% | Reduce -4.5% | 59,961 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 59,405 | $1.6M |
| HUB Investment Partners, LLC | 0.06% | Add +24.9% | 59,356 | $1.6M |
| HRT Financial LP | 0.01% | Reduce -64.6% | 59,313 | $1.6M |
| Passive Capital Management, LLC. | 0.51% | No change | 59,166 | $1.6M |
| Pinnacle Wealth Planning Services, Inc. | 0.18% | Add +1.5% | 58,836 | $1.5M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Reduce -0.8% | 58,820 | $1.5M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Reduce -28.8% | 58,664 | $1.5M |
| Tritonpoint Wealth, LLC | 0.13% | No change | 58,650 | $1.5M |
| Carret Asset Management, LLC | 0.15% | Add +2.8% | 58,461 | $1.5M |
| CGN Advisors LLC | 0.13% | Reduce -4.3% | 58,252 | $1.5M |
| Seneca House Advisors | 0.61% | Add +13.6% | 57,113 | $1.5M |
| GenWealth Group, Inc. | 0.28% | Reduce -3.0% | 57,071 | $1.5M |
| Glenmede Investment Management, LP | 0.01% | Reduce -2.5% | 57,054 | $1.5M |
| Stone Summit Wealth LLC | 0.43% | Reduce -1.5% | 57,008 | $1.5M |
| Aull & Monroe Investment Management Corp | 0.76% | Add +6.7% | 56,614 | $1.5M |
| Tilia Fiduciary Partners, Inc. | 0.86% | Reduce -3.1% | 56,582 | $1.5M |
| Clear Creek Financial Management, LLC | 0.13% | Add +0.9% | 56,548 | $1.5M |
| Sonora Investment Management Group, LLC | 0.11% | Add +5.3% | 56,321 | $1.5M |
| Evolution Advisers, Inc. | 0.66% | No change | 55,773 | $1.5M |
| Brooklyn Investment Group | 0.20% | Add +1.6% | 60,292 | $1.5M |
| KCM Investment Advisors LLC | 0.05% | Reduce -1.1% | 55,499 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | Add +4.4% | 54,717 | $1.4M |
| Texas Yale Capital Corp. | 0.05% | Add +1.4% | 54,655 | $1.4M |
| Fortitude Advisory Group L.L.C. | 0.77% | Reduce -1.4% | 54,480 | $1.4M |
| Everest Private Wealth | 0.91% | No change | 54,462 | $1.4M |
| Vanguard Capital Wealth Advisors | 1.14% | Add +0.3% | 54,114 | $1.4M |
| Trust Point Inc. | 0.11% | No change | 52,570 | $1.4M |
| Moneco Advisors, LLC | 0.12% | Reduce -2.2% | 52,381 | $1.4M |
| Global Retirement Partners, LLC | 0.03% | Reduce -3.3% | 52,076 | $1.4M |
| Capital Analysts, LLC | 0.04% | Add +1.4% | 51,372 | $1.4M |
| SLT Holdings LLC | 0.91% | New | 51,254 | $1.4M |
| Alley Investment Management Company, LLC | 0.16% | Reduce -0.5% | 51,025 | $1.3M |
| Veery Capital, LLC | 0.42% | Reduce -6.4% | 50,726 | $1.3M |
| Facet Wealth, Inc. | 0.03% | Add +2.5% | 50,516 | $1.3M |
| Fort Point Capital Partners LLC | 0.17% | Reduce -6.9% | 50,481 | $1.3M |
| Clarity Capital Advisors, LLC | 0.72% | Add +0.3% | 49,918 | $1.3M |
| Ariadne Wealth Management, LP | 0.59% | No change | 49,482 | $1.3M |
| Vernal Point Advisors, LLC | 0.57% | No change | 49,806 | $1.3M |
| Transcend Capital Advisors, LLC | 0.09% | Add +3.9% | 49,671 | $1.3M |
| Crewe Advisors LLC | 0.12% | Add +1.0% | 49,372 | $1.3M |
| Evergreen Capital Management LLC | 0.03% | Add +0.0% | 49,366 | $1.3M |
| Lathrop Investment Management Co. | 0.24% | Add +7.4% | 48,801 | $1.3M |
| Bfsg, LLC | 0.12% | Add +0.4% | 48,655 | $1.3M |
| Lincoln Capital Corp. | 0.46% | Reduce -0.0% | 48,643 | $1.3M |
| Womack Financial LLC | 0.97% | Add +347.1% | 48,602 | $1.3M |
| Ulland Investment Advisors, LLC | 0.97% | Reduce -0.6% | 48,313 | $1.3M |
| Colorado Capital Management, Inc. | 0.49% | Add +0.5% | 47,845 | $1.3M |
| International Private Wealth Advisors LLC | 0.79% | Reduce -26.6% | 47,770 | $1.3M |
| Comerica Bank | 0.00% | Reduce -5.3% | 47,388 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +0.0% | 47,211 | $1.2M |
| Diversified Trust Co. | 0.02% | No change | 46,788 | $1.2M |
| Cozad Asset Management Inc. | 0.10% | Reduce -0.8% | 46,578 | $1.2M |
| FSM Wealth Advisors, LLC | 0.17% | Reduce -4.1% | 46,063 | $1.2M |
| Wealthcare Capital Management LLC | 0.12% | Reduce -0.2% | 45,725 | $1.2M |
| Earned Wealth Advisors, LLC | 0.20% | Add +10.5% | 45,687 | $1.2M |
| Breakthru Advisory Services, LLC | 0.79% | Add +304.0% | 45,320 | $1.2M |
| Michels Family Financial, LLC | 0.93% | Add +0.3% | 45,161 | $1.2M |
| Sovran Advisors, LLC | 0.10% | Reduce -10.9% | 44,161 | $1.2M |
| Rothschild Wealth LLC | 0.26% | Reduce -0.1% | 44,942 | $1.2M |
| Kondo Wealth Advisors, Inc. | 0.48% | Add +3.0% | 44,749 | $1.2M |
| Dravo Bay LLC | 0.52% | Add +20.7% | 44,601 | $1.2M |
| HHM Wealth Advisors, LLC | 0.14% | No change | 44,577 | $1.2M |
| Firestone Capital Management | 0.25% | Add +0.1% | 44,440 | $1.2M |
| Landmark Wealth Management, Inc. | 0.46% | Reduce -1.0% | 44,364 | $1.2M |
| Vanguard Group Inc. | 0.00% | Reduce -2.2% | 44,318 | $1.2M |
| Howe & Rusling Inc. | 0.08% | Reduce -10.8% | 44,245 | $1.2M |
| ORG Partners LLC | 0.22% | No change | 44,232 | $1.2M |
| Smartleaf Asset Management LLC | 0.07% | Add +43.8% | 44,247 | $1.2M |
| Hardin Capital Partners, LLC | 0.62% | Reduce -18.6% | 44,079 | $1.2M |
| Everstar Asset Management, LLC | 0.66% | Reduce -6.2% | 44,062 | $1.2M |
| St. Nicholas Private Asset Management, Inc. | 1.00% | Add +1.7% | 43,968 | $1.2M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Add +1.6% | 43,891 | $1.2M |
| Calton & Associates, Inc. | 0.17% | Reduce -76.6% | 43,651 | $1.1M |
| Sachem Hill LLC | 0.23% | Reduce -3.2% | 43,372 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.20% | Add +0.3% | 43,370 | $1.1M |
| Avantax Planning Partners, Inc. | 0.03% | Add +47.4% | 43,173 | $1.1M |
| Compass Advisory Group LLC | 0.32% | Reduce -3.5% | 42,934 | $1.1M |
| Joule Financial, LLC | 0.34% | Reduce -9.4% | 42,842 | $1.1M |
| Econ Financial Services Corp | 0.56% | Reduce -2.8% | 42,460 | $1.1M |
| Vishria Bird Financial Group, LLC | 0.22% | Reduce -0.0% | 42,363 | $1.1M |
| Fisher Asset Management | 0.00% | Add +60.0% | 42,046 | $1.1M |
| Lynx Investment Advisory | 0.66% | Reduce -14.4% | 42,041 | $1.1M |
| Carolina Wealth Advisors, LLC | 0.48% | Reduce -79.6% | 42,035 | $1.1M |
| Retirement Planning Group, LLC | 0.04% | Reduce -0.6% | 41,950 | $1.1M |
| Orcam Financial Group | 0.89% | Add +0.0% | 41,720 | $1.1M |
| Petra Financial Advisors Inc. | 0.64% | Reduce -12.0% | 41,406 | $1.1M |
| Lawson Kroeker Investment Management Inc. | 0.20% | No change | 41,328 | $1.1M |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +0.4% | 40,974 | $1.1M |
| Noble Family Wealth, LLC | 0.24% | No change | 40,905 | $1.1M |
| StoneX Group Inc. | 0.05% | Add +1.2% | 40,481 | $1.1M |
| Twele Capital Management, Inc. | 0.20% | Reduce -4.5% | 40,412 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 40,326 | $1.1M |
| Leading Edge Financial Planning LLC | 0.27% | Reduce -3.0% | 40,238 | $1.1M |
| One Wealth Capital Management, LLC | 0.47% | Reduce 0.0% | 40,096 | $1.1M |
| Jacobsen Capital Management | 0.36% | Reduce -3.8% | 39,930 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.29% | Reduce -0.0% | 39,760 | $1.0M |
| Alternative Investment Advisors, LLC. | 0.48% | Add +7.7% | 39,730 | $1.0M |
| Robinson Smith Wealth Advisors LLC | 0.75% | Reduce -2.7% | 39,698 | $1.0M |
| New England Asset Management Inc. | 0.14% | New | 39,675 | $1.0M |
| Compound Planning, Inc. | 0.03% | Reduce -5.5% | 39,521 | $1.0M |
| American Trust | 0.09% | New | 39,365 | $1.0M |
| Victory Financial Group, LLC | 0.14% | Add +8.8% | 39,237 | $1.0M |
| Park Capital Management, LLC / WI | 0.82% | Reduce -1.7% | 39,028 | $1.0M |
| Park Edge Advisors, LLC | 0.24% | Reduce -1.8% | 39,019 | $1.0M |
| John W. Brooker & Co., CPAs | 2.08% | Add +28.8% | 38,824 | $1.0M |
| Cura Wealth Advisors, LLC | 0.39% | No change | 38,754 | $1.0M |
| Farmers Trust Co. | 0.18% | Reduce -1.9% | 38,616 | $1.0M |
| Cambridge Advisors Inc. | 0.20% | Add +0.3% | 38,404 | $1.0M |
| Capital Planning LLC | 0.29% | Add +59.4% | 38,321 | $1.0M |
| Stewardship Advisors, LLC | 0.24% | Reduce -12.1% | 38,299 | $1.0M |
| Compass Capital Corp. /Ma/ | 0.44% | No change | 37,406 | $1.0M |
| Mirador Capital Partners LP | 0.14% | Reduce -0.4% | 38,014 | $1.0M |
| Franklin Resources Inc. | 0.00% | No change | 37,971 | $1.0M |
| Evensky & Katz LLC | 0.06% | Reduce -0.7% | 37,905 | $998K |
| Marietta Investment Partners LLC | 0.19% | Reduce -0.6% | 37,392 | $985K |
| Baird Financial Group, Inc. | 0.00% | Add +6.4% | 37,332 | $983K |
| Carnegie Investment Counsel | 0.02% | Add +1.3% | 37,110 | $977K |
| Neuberger Berman Group LLC | 0.00% | Add +32.1% | 37,023 | $975K |
| Nalls Sherbakoff Group, LLC | 0.65% | No change | 36,819 | $970K |
| Curio Wealth, LLC | 0.40% | Add +0.4% | 36,685 | $966K |
| Venture Visionary Partners LLC | 0.03% | Reduce -3.1% | 36,627 | $965K |
| Covington Investment Advisors Inc. | 0.12% | Add +3.1% | 36,210 | $954K |
| FF Advisors,LLC | 0.46% | No change | 36,210 | $954K |
| Praetorian Wealth Management, Inc. | 0.20% | Reduce -2.4% | 36,196 | $953K |
| National Wealth Management Group, LLC | 0.36% | Add +19.5% | 36,073 | $950K |
| Walker Financial Services, Inc. | 0.37% | Reduce -5.8% | 36,005 | $948K |
| Serenus Wealth Advisors, LLC | 0.16% | No change | 44,687 | $945K |
| Oxford Financial Group, LTD. LLC | 0.05% | No change | 35,661 | $939K |
| Summit Asset Management, LLC | 0.14% | No change | 35,475 | $934K |
| Independent Advisor Alliance | 0.02% | Add +1.1% | 35,309 | $930K |
| Heritage Investment Group, Inc. | 0.15% | No change | 35,289 | $930K |
| XML Financial, LLC | 0.07% | Add +0.3% | 34,828 | $917K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -18.3% | 34,586 | $911K |
| Smith Salley Wealth Management | 0.05% | Reduce -4.2% | 34,571 | $911K |
| Keystone Wealth Services, LLC | 0.20% | Reduce -1.4% | 34,465 | $908K |
| Trellis Wealth Advisors LLC | 0.37% | No change | 34,128 | $899K |
| Daymark Wealth Partners, LLC | 0.03% | Add +245.3% | 33,918 | $893K |
| Horst & Graben Wealth Management LLC | 0.14% | Reduce -0.0% | 33,832 | $891K |
| Claro Advisors Inc. | 0.13% | Add +23.9% | 33,697 | $888K |
| One Capital Management, LLC | 0.03% | Add +39.3% | 33,694 | $888K |
| Cascade Financial Partners, LLC | 0.10% | Add +0.1% | 33,645 | $886K |
| First Trust Advisors LP | 0.00% | Add +28.9% | 33,356 | $879K |
| Watershed Private Wealth LLC | 0.28% | Add +2.6% | 33,179 | $874K |
| Fiduciary Family Office, LLC | 0.25% | No change | 33,177 | $874K |
| Arkadios Wealth Advisors | 0.02% | Reduce -67.5% | 33,143 | $873K |
| Kiley Juergens Wealth Management, LLC | 0.19% | Reduce -1.2% | 32,679 | $861K |
| Mitchell Sinkler & Starr | 0.39% | No change | 32,648 | $860K |
| Anfield Capital Management, LLC | 0.25% | New | 32,612 | $859K |
| Klingman & Associates, LLC | 0.04% | No change | 32,584 | $858K |
| First Financial Bankshares Inc | 0.02% | No change | 32,546 | $857K |
| CM Wealth Advisors LLC | 0.23% | No change | 32,538 | $857K |
| Pflug Koory, LLC | 0.41% | Add +43.6% | 32,531 | $857K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -17.4% | 32,452 | $855K |
| Virtue Capital Management, LLC | 0.14% | Reduce -90.3% | 8,894 | $849K |
| Regal Investment Advisors LLC | 0.06% | Reduce -1.5% | 32,220 | $849K |
| Security Financial Services, INC. | 0.14% | No change | 32,187 | $848K |
| Plante Moran Financial Advisors, LLC | 0.05% | Add +0.0% | 32,119 | $846K |
| Catalyst Financial Partners LLC | 0.10% | Reduce -11.3% | 31,750 | $836K |
| Bernardo Wealth Planning LLC | 0.16% | Add +0.2% | 31,725 | $836K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -22.4% | 31,217 | $835K |
| Dana Investment Advisors, Inc. | 0.02% | Add +8.0% | 31,533 | $831K |
| LifePlan Financial, LLC | 0.66% | Reduce -6.9% | 31,500 | $830K |
| Citizens Financial Group Inc. | 0.01% | Reduce -4.3% | 31,265 | $824K |
| Disciplined Investors, L.L.C. | 0.58% | Reduce -0.5% | 31,192 | $822K |
| Parkside Financial Bank & Trust | 0.06% | Add +0.2% | 31,029 | $817K |
| Chesapeake Wealth Management | 0.25% | Reduce -1.7% | 30,975 | $816K |
| Continuum Advisory, LLC | 0.09% | Reduce -13.0% | 30,923 | $815K |
| Spire Wealth Management | 0.03% | Add +0.0% | 30,587 | $806K |
| Investment Planning Advisors, Inc. | 0.25% | Add +0.2% | 30,583 | $806K |
| Bridgewater Advisors Inc. | 0.06% | Reduce -11.4% | 30,388 | $805K |
| Accurate Wealth Management, LLC | 0.11% | Reduce -10.3% | 30,639 | $804K |
| Crux Wealth Advisors | 0.32% | Reduce -9.0% | 30,456 | $802K |
| Cypress Financial Planning LLC | 0.25% | Reduce -4.3% | 30,432 | $802K |
| Fulton Breakefield Broenniman LLC | 0.05% | No change | 30,345 | $799K |
| WealthPLAN Partners, LLC | 0.12% | Reduce -0.3% | 30,334 | $799K |
| ARK & TLK Investments, LLC | 0.25% | Reduce -0.4% | 30,306 | $798K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.5% | 30,233 | $796K |
| Bedel Financial Consulting, Inc. | 0.10% | Add +1.0% | 30,064 | $792K |
| TrueWealth Advisors, LLC | 0.21% | No change | 29,757 | $784K |
| Greenleaf Trust | 0.01% | Reduce -6.6% | 29,724 | $783K |
| Tanglewood Wealth Management, Inc. | 0.07% | No change | 29,250 | $770K |
| Single Point Partners, LLC | 0.16% | Reduce -2.6% | 29,072 | $766K |
| L. Roy Papp & Associates, LLP | 0.09% | No change | 28,721 | $757K |
| TFR Capital, LLC. | 0.25% | No change | 28,600 | $753K |
| WestHill Financial Advisors, Inc. | 0.15% | Reduce -3.3% | 28,492 | $750K |
| Retirement Income Solutions, Inc. | 0.13% | No change | 28,455 | $750K |
| GS Investments, Inc. | 0.37% | No change | 28,435 | $749K |
| My Personal CFO, LLC | 0.29% | New | 28,299 | $745K |
| Foundation Wealth Management, LLC\PA | 0.29% | No change | 28,299 | $745K |
| Root Financial Partners, LLC | 0.05% | Add +20.5% | 28,150 | $741K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -0.1% | 27,951 | $736K |
| Capasso Planning Partners LLC | 0.46% | Reduce -49.3% | 27,915 | $735K |
| Impact Capital Partners LLC | 0.22% | New | 27,902 | $735K |
| Smith, Moore & Co. | 0.06% | No change | 27,843 | $733K |
| M&T Bank Corp | 0.00% | Reduce -9.8% | 27,773 | $732K |
| HCR Wealth Advisors | 0.07% | Add +101.2% | 27,204 | $721K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -8.3% | 27,192 | $716K |
| Kirkwood Financial Services | 0.26% | — | 26,981 | $711K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Add +1.1% | 26,978 | $711K |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -33.5% | 26,934 | $709K |
| Oarsman Capital, Inc. | 0.10% | Reduce -6.9% | 26,864 | $708K |
| Armstrong Advisory Group, Inc. | 0.05% | Reduce -0.6% | 26,727 | $704K |
| Beaird Harris Wealth Management, LLC | 0.05% | Add +0.3% | 26,708 | $703K |
| Mgo One Seven LLC | 0.02% | Reduce -7.5% | 26,698 | $703K |
| Joel Isaacson & Co., LLC | 0.03% | Reduce -7.0% | 26,679 | $703K |
| New England Private Wealth Advisors LLC | 0.09% | Add +0.2% | 26,437 | $696K |
| Mason & Associates, LLC | 0.17% | No change | 28,469 | $696K |
| Goldstein Advisors, LLC | 0.08% | No change | 26,083 | $687K |
| Harbour Investment Management LLC | 0.30% | No change | 26,034 | $686K |
| Ascent Group, LLC | 0.02% | Reduce -40.1% | 25,994 | $685K |
| Fiduciary Alliance LLC | 0.05% | Reduce -5.9% | 25,940 | $683K |
| Hartline Investment Corp./ | 0.07% | No change | 25,864 | $681K |
| Evernest Financial Advisors, LLC | 0.19% | Add +0.2% | 25,801 | $680K |
| Davis Wealth Advisors, LLC | 0.61% | Add +0.2% | 25,594 | $674K |
| Rockbridge Investment Management, LCC | 0.07% | Add +0.0% | 25,582 | $674K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +17.0% | 25,412 | $669K |
| Slow Capital, Inc. | 0.08% | Reduce -1.1% | 25,379 | $668K |
| BlackDiamond Wealth Management, LLC | 0.36% | Reduce -3.0% | 25,376 | $668K |
| Aaron Wealth Advisors LLC | 0.04% | Add +0.2% | 25,348 | $668K |
| Plan A Wealth LLC | 0.34% | Add +8.1% | 25,336 | $667K |
| Balboa Wealth Partners | 0.12% | Add +125.8% | 25,328 | $667K |
| Pasadena Private Wealth, LLC | 0.10% | No change | 25,273 | $666K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -4.1% | 25,070 | $660K |
| Vertex Planning Partners, LLC | 0.13% | No change | 25,051 | $660K |
| Gibson Capital, LLC | 0.12% | Reduce -2.1% | 25,049 | $660K |
| GHP Investment Advisors, Inc. | 0.03% | Reduce -0.1% | 24,820 | $654K |
| Drake & Associates, LLC | 0.14% | New | 24,084 | $645K |
| Mission Creek Capital Partners, Inc. | 0.13% | No change | 82,127 | $642K |
| Williams & Novak, LLC | 0.49% | No change | 24,270 | $639K |
| First Manhattan Co. Llc. | 0.00% | Add +4.9% | 24,234 | $638K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -11.9% | 24,095 | $635K |
| Landmark Wealth Management, LLC | 0.25% | Reduce -1.9% | 23,893 | $629K |
| Resurgent Financial Advisors LLC | 0.31% | No change | 23,790 | $627K |
| Clarius Group, LLC | 0.04% | No change | 23,712 | $625K |
| Blue Trust, Inc. | 0.01% | Add +23.0% | 23,645 | $623K |
| Moseley Investment Management Inc. | 0.19% | Reduce -1.7% | 23,541 | $620K |
| Trek Financial, LLC | 0.04% | Add +19.0% | 23,510 | $619K |
| PFG Investments, LLC | 0.03% | Add +0.2% | 22,918 | $604K |
| Connecticut Wealth Management, LLC | 0.03% | Reduce -13.4% | 22,823 | $601K |
| Ironwood Investment Counsel, LLC | 0.09% | Reduce -22.5% | 22,594 | $595K |
| Citadel Advisors | 0.00% | Reduce -63.3% | 22,552 | $594K |
| Financial Management Network Inc. | 0.10% | Add +0.3% | 22,308 | $593K |
| Boyd Wealth Management, LLC | 0.25% | Add +0.1% | 22,350 | $589K |
| Heritage Financial Services, LLC | 0.05% | No change | 22,274 | $587K |
| Acropolis Investment Management, LLC | 0.03% | No change | 23,990 | $586K |
| Pioneer Trust Bank N A | 0.14% | Add +23.5% | 22,222 | $585K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +0.6% | 21,983 | $579K |
| Fragasso Financial Advisors Inc | 0.04% | Reduce -4.9% | 21,648 | $573K |
| Aspect Partners, LLC | 0.26% | No change | 21,612 | $569K |
| Valtinson Bruner Financial Planning LLC | 0.17% | Reduce -16.7% | 21,570 | $568K |
| Certuity, LLC | 0.04% | Add +0.0% | 21,379 | $563K |
| Clark Capital Management Group, Inc. | 0.00% | Add +143.4% | 21,338 | $562K |
| Fairman Group, LLC | 0.45% | Add +0.2% | 21,233 | $559K |
| LCNB Corp. | 0.19% | No change | 21,126 | $556K |
| Brio Consultants, LLC | 0.08% | Add +4.0% | 21,028 | $554K |
| DecisionPoint Financial, LLC | 0.13% | Add +0.0% | 20,880 | $552K |
| McDonald Partners LLC | 0.16% | No change | 20,957 | $552K |
| North Forty Two & Co. | 0.54% | Reduce -2.2% | 20,906 | $551K |
| Grey Ledge Advisors, LLC | 0.12% | Add +3.5% | 20,854 | $549K |
| First County Bank | 0.28% | Reduce -2.6% | 20,821 | $548K |
| Morton Capital Management LLC | 0.09% | Add +5.4% | 20,807 | $548K |
| Rockwood Wealth Management, LLC | 0.04% | No change | 20,792 | $548K |
| Crestmont Private Wealth LLC | 0.18% | Add +4.5% | 20,729 | $546K |
| KW Wealth Management LLC | 0.93% | — | 20,685 | $545K |
| Motive Wealth Advisors | 0.23% | No change | 20,682 | $545K |
| Fifth Third Bancorp | 0.00% | Add +50.1% | 20,289 | $534K |
| Gainplan LLC | 0.23% | Reduce -11.5% | 20,210 | $532K |
| ERn Financial, LLC | 0.10% | Add +0.2% | 20,081 | $529K |
| Martel Wealth Advisors LLC | 0.09% | Add +0.0% | 20,078 | $529K |
| Nwam LLC | 0.03% | Reduce -4.0% | 19,715 | $524K |
| Rf&l Wealth Management, LLC | 0.31% | No change | 19,886 | $524K |
| Colton Groome Financial Advisors, LLC | 0.16% | No change | 19,855 | $523K |
| Laurel Wealth Advisors LLC | 0.07% | No change | 19,841 | $523K |
| D.A. Davidson & Co. | 0.00% | Add +16.4% | 19,837 | $523K |
| RFG Advisory, LLC | 0.01% | Reduce -1.3% | 19,728 | $520K |
| Goepper Burkhardt LLC | 0.18% | No change | 19,647 | $518K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -1.2% | 19,600 | $516K |
| Weik Capital Management | 0.19% | Add +5.4% | 19,545 | $515K |
| Clayton Financial Group LLC | 0.37% | Add +0.4% | 19,475 | $513K |
| J. L. Bainbridge & Co., Inc. | 0.04% | Add +3.0% | 19,392 | $511K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +19.6% | 19,380 | $510K |
| Carmel Capital Partners, LLC | 0.21% | Add +7.5% | 19,360 | $510K |
| Waldron Private Wealth LLC | 0.02% | No change | 19,316 | $509K |
| Uncommon Cents Investing LLC | 0.13% | Add +51.3% | 19,236 | $507K |
| Triad Wealth Partners, LLC | 0.07% | Reduce -14.1% | 19,187 | $505K |
| Wealthfront Advisers LLC | 0.00% | New | 19,040 | $502K |
| NBT Bank, N.A. | 0.03% | Reduce -99.9% | 26 | $499K |
| Members Trust Co | 0.02% | No change | 18,800 | $495K |
| Cadent Capital Advisors, LLC | 0.13% | Add +0.1% | 18,770 | $494K |
| Arlington Financial Advisors, LLC | 0.07% | Reduce -1.5% | 18,687 | $492K |
| Means Investment Co., Inc. | 0.04% | No change | 18,597 | $490K |
| Round Rock Advisors LLC | 0.08% | Add +1.1% | 18,572 | $489K |
| Granite Bay Wealth Management, LLC | 0.13% | Reduce -39.8% | 18,535 | $488K |
| Retirement Guys Formula LLC | 0.17% | Reduce -5.0% | 18,479 | $487K |
| Jim Saulnier & Associates, LLC | 0.27% | New | 18,475 | $487K |
| Basepoint Wealth LLC | 0.34% | Add +0.3% | 18,442 | $486K |
| GEM Asset Management, LLC | 0.23% | Add +1.3% | 18,201 | $482K |
| Vident Advisory, LLC | 0.00% | No change | 18,256 | $481K |
| MBE Wealth Management, LLC | 0.21% | Reduce -1.1% | 18,235 | $480K |
| DAVENPORT & Co LLC | 0.00% | Add +34.6% | 18,184 | $479K |
| Pinnacle Bancorp, Inc. | 0.14% | No change | 18,162 | $478K |
| Balanced Rock Investment Advisors LLC | 0.35% | Reduce -0.0% | 18,129 | $478K |
| DDD Partners, LLC | 0.03% | Reduce -2.7% | 17,849 | $470K |
| TPG Advisors LLC | 0.31% | Add +0.1% | 17,843 | $470K |
| Essex Bank | 0.11% | Reduce -6.2% | 17,840 | $470K |
| Pathway Financial Advisors LLC | 0.06% | No change | 17,838 | $470K |
| Forum Financial Management, LP | 0.01% | Add +0.7% | 17,820 | $469K |
| Bellevue Asset Management, LLC | 0.22% | Add +0.1% | 17,804 | $469K |
| Geometric Wealth Advisors | 0.06% | No change | 17,746 | $467K |
| Armor Investment Advisors, LLC | 0.15% | No change | 17,694 | $466K |
| CWA Asset Management Group, LLC | 0.02% | Add +56.1% | 17,496 | $461K |
| Peak Asset Management, LLC | 0.08% | Add +0.3% | 17,480 | $460K |
| Centaurus Financial, Inc. | 0.02% | Add +1.1% | 17,447 | $460K |
| Ahl Investment Management, Inc. | 0.31% | No change | 17,440 | $459K |
| Riverview Capital Advisers, LLC | 0.13% | Add +0.2% | 17,424 | $459K |
| Empirical Asset Management, LLC | 0.13% | Add +1.1% | 17,396 | $458K |
| Grantvest Financial Group LLC | 0.31% | Add +0.0% | 17,263 | $455K |
| Signal Tree Financial Partners LLC | 0.36% | Reduce -0.9% | 17,175 | $454K |
| Patten & Patten Inc. | 0.03% | Reduce -6.5% | 17,229 | $454K |
| Flagship Private Wealth, LLC | 0.18% | No change | 17,021 | $448K |
| Mainstay Capital Management LLC | 0.04% | Reduce -50.0% | 17,004 | $448K |
| Nautilus Advisors LLC | 0.30% | No change | 16,950 | $446K |
| Your Advocates Ltd., LLP | 0.15% | Add +2.1% | 16,928 | $446K |
| Hudock, Inc. | 0.07% | Add +0.1% | 16,926 | $446K |
| Capstone Financial Advisors, Inc. | 0.02% | Reduce -3.8% | 16,907 | $445K |
| Tobias Financial Advisors, Inc. | 0.07% | Reduce -0.0% | 16,881 | $445K |
| GK Wealth Management LLC | 0.33% | Reduce -10.4% | 16,853 | $444K |
| Lafayette Investments, Inc. | 0.09% | Reduce -0.5% | 16,847 | $444K |
| Hershey Financial Advisers, LLC | 0.38% | New | 16,827 | $443K |
| Barton Investment Management | 0.05% | New | 16,800 | $443K |
| Regimen Wealth, LLC | 0.13% | Add +0.3% | 16,730 | $441K |
| Aventus Investment Advisors, Inc. | 0.37% | Add +0.1% | 16,687 | $440K |
| Gill Capital Partners, LLC | 0.13% | Reduce -23.9% | 16,569 | $436K |
| Roof Eidam Maycock Peralta, LLC | 0.11% | No change | 16,485 | $434K |
| LexAurum Advisors, LLC | 0.06% | Reduce -15.5% | 16,476 | $434K |
| Sonoma Private Wealth LLC | 0.52% | No change | 16,392 | $432K |
| Burton Enright Welch | 0.07% | Add +0.1% | 16,391 | $432K |
| Altfest L J & Co. Inc. | 0.05% | Add +1.4% | 16,341 | $430K |
| Principal Financial Group Inc. | 0.00% | Reduce -1.8% | 16,233 | $430K |
| WPG Advisers, LLC | 0.33% | Reduce -5.7% | 16,306 | $430K |
| Tactive Advisors, LLC | 0.12% | Add +76.6% | 16,254 | $428K |
| Hexagon Capital Partners LLC | 0.09% | Add +0.5% | 16,251 | $428K |
| Highland Capital Management, LLC | 0.02% | No change | 16,141 | $425K |
| ProVise Management Group, LLC | 0.03% | Add +0.2% | 16,134 | $425K |
| Spreng Capital Management, Inc. | 0.17% | Reduce -4.3% | 16,119 | $425K |
| CRA Financial Services, LLC | 0.06% | No change | 16,066 | $423K |
| Associated Banc-Corp | 0.01% | Reduce -24.0% | 15,986 | $421K |
| Coppell Advisory Solutions LLC | 0.04% | Reduce -68.7% | 15,968 | $419K |
| XTX Topco Ltd | 0.02% | New | 15,914 | $419K |
| Seaside Wealth Management, Inc. | 0.12% | No change | 15,852 | $418K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.4% | 15,804 | $416K |
| Colonial Trust Co / SC | 0.06% | Add +35.9% | 15,761 | $415K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -8.1% | 15,720 | $414K |
| City Center Advisors, LLC | 0.40% | Add +19.9% | 15,641 | $412K |
| Guyasuta Investment Advisors Inc. | 0.02% | Add +1.7% | 15,612 | $411K |
| Aspire Growth Partners LLC | 0.30% | Add +0.3% | 15,610 | $411K |
| Two Sigma Investments, LP | 0.00% | Reduce -93.4% | 15,536 | $409K |
| Traub Capital Management LLC | 0.40% | No change | 15,491 | $408K |
| Argent Capital Management LLC | 0.01% | New | 15,460 | $407K |
| BSW Wealth Partners | 0.05% | Add +0.8% | 15,451 | $407K |
| Portus Wealth Advisors, LLC | 0.41% | — | 15,423 | $406K |
| Global Wealth Strategies & Associates | 0.10% | Add +47.6% | 15,419 | $406K |
| True Freedom Investing, LLC | 0.14% | Add +86.1% | 15,362 | $405K |
| Aspen Capital Management, LLC | 0.10% | Reduce -1.3% | 15,315 | $403K |
| Francis Financial, Inc. | 0.07% | No change | 15,288 | $403K |
| Romano Brothers and Company | 0.05% | No change | 15,240 | $401K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Add +0.0% | 15,185 | $400K |
| Peterson Wealth Advisors, LLC | 0.06% | Add +2.0% | 15,052 | $399K |
| Southeast Asset Advisors, LLC | 0.04% | Reduce -3.8% | 15,086 | $397K |
| Stratos Investment Management, LLC | 0.02% | New | 15,014 | $395K |
| Financial Life Advisors | 0.13% | No change | 15,000 | $395K |
| Brass Tax Wealth Management, Inc. | 0.07% | Reduce -97.1% | 14,964 | $394K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +0.5% | 14,959 | $394K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Reduce -2.7% | 14,866 | $392K |
| Gries Financial LLC | 0.06% | No change | 14,802 | $390K |
| Mayport, LLC | 0.08% | No change | 14,784 | $389K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +10.9% | 14,725 | $388K |
| Advisors Capital Management, LLC | 0.00% | Add +1.5% | 14,724 | $388K |
| Paladin Wealth, LLC | 0.28% | Reduce -6.8% | 14,544 | $383K |
| Main Street Research LLC | 0.02% | Add +33.3% | 14,531 | $383K |
| Financial Designs Corp | 0.22% | No change | 14,172 | $382K |
| Northern Financial Advisors Inc | 0.20% | Add +3.0% | 14,443 | $380K |
| Sound Stewardship, LLC | 0.18% | Reduce -1.1% | 14,408 | $380K |
| Fairway Wealth LLC | 0.11% | No change | 14,373 | $379K |
| Certior Financial Group, LLC | 0.25% | Reduce -4.5% | 14,233 | $375K |
| Lighthouse Wealth Management Inc. | 0.30% | No change | 14,202 | $374K |
| Composition Wealth, LLC | 0.01% | Add +44.1% | 14,131 | $372K |
| Fiducient Advisors LLC | 0.04% | Reduce -0.1% | 14,117 | $372K |
| GoalVest Advisory LLC | 0.08% | No change | 14,100 | $371K |
| LifeSteps Financial, Inc. | 0.24% | No change | 14,068 | $371K |
| Cadence Wealth Management LLC | 0.19% | Add +6.0% | 13,988 | $368K |
| CFO4Life Group, LLC | 0.05% | Add +0.1% | 13,962 | $368K |
| Plum Street Advisors, LLC | 0.14% | No change | 13,958 | $368K |
| Contravisory Investment Management, Inc. | 0.07% | Add +128.0% | 13,923 | $367K |
| Westshore Wealth, LLC | 0.13% | Reduce -5.9% | 13,911 | $366K |
| Titleist Asset Management, LLC | 0.03% | No change | 13,901 | $366K |
| FC Advisory LLC | 0.11% | Reduce -2.2% | 13,887 | $366K |
| Waddell & Associates, LLC | 0.03% | Add +0.3% | 13,864 | $365K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 13,853 | $365K |
| Panoramic Investment Advisors, LLC | 0.21% | Add +0.2% | 13,848 | $365K |
| Pegasus Asset Management, Inc. | 0.12% | Add +51.7% | 13,846 | $365K |
| Curtis Advisory Group, LLC | 0.08% | Reduce -4.9% | 13,840 | $365K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +38.5% | 13,808 | $364K |
| SeaBridge Investment Advisors LLC | 0.06% | No change | 13,800 | $363K |
| Modus Advisors, LLC | 0.10% | No change | 13,756 | $362K |
| Money Concepts Capital Corp. | 0.02% | Add +1.1% | 13,662 | $360K |
| Canal Capital Management, LLC | 0.05% | Add +20.0% | 13,655 | $360K |
| Builder Investment Group Inc. | 0.08% | Add +0.3% | 13,592 | $358K |
| Montag A & Associates Inc. | 0.02% | No change | 13,584 | $358K |
| Mindset Wealth Management, LLC | 0.10% | Add +25.8% | 13,439 | $354K |
| Peterson Wealth Management | 0.24% | Add +0.3% | 13,357 | $352K |
| Ritholtz Wealth Management | 0.01% | Reduce -4.1% | 13,339 | $351K |
| Prosperity Consulting Group, LLC | 0.02% | New | 13,323 | $351K |
| Macroview Investment Management LLC | 0.26% | Add +1.7% | 13,323 | $351K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 13,320 | $351K |
| Fusion Capital, LLC | 0.10% | Reduce -5.8% | 12,955 | $349K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -5.7% | 13,150 | $346K |
| Legacy Advisors, LLC | 0.04% | — | 13,135 | $346K |
| Aviance Capital Partners, LLC | 0.04% | Add +0.0% | 13,039 | $343K |
| Costello Asset Management, INC | 0.12% | Add +0.2% | 13,039 | $343K |
| Brown Wealth Management, LLC | 0.10% | Add +26.0% | 13,038 | $343K |
| Clarity Financial LLC | 0.03% | No change | 12,945 | $341K |
| BIP Wealth, LLC | 0.02% | Add +0.3% | 12,914 | $340K |
| Bowman & Co S.C. | 0.14% | Reduce -0.7% | 12,880 | $339K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -0.3% | 12,843 | $338K |
| Eagle Harbor Asset Management Inc. | 0.29% | Add +0.1% | 12,815 | $338K |
| FinDec Wealth Services, Inc. | 0.35% | Reduce -0.8% | 12,797 | $337K |
| Palouse Capital Management, Inc. | 0.22% | Reduce -2.5% | 12,783 | $337K |
| Rothschild Investment LLC | 0.02% | Add +0.0% | 12,768 | $336K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -0.2% | 12,761 | $336K |
| Stonebridge Financial Group, LLC | 0.03% | Add +0.0% | 12,739 | $336K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +16.2% | 12,706 | $335K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Reduce -32.1% | 12,705 | $335K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 12,684 | $334K |
| Clearstead Trust, LLC | 0.06% | No change | 12,678 | $334K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -3.4% | 12,668 | $334K |
| Bennett Selby Investments LP | 0.11% | No change | 12,612 | $332K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.5% | 12,581 | $331K |
| PTM Wealth Management, LLC | 0.20% | Reduce -0.8% | 12,440 | $331K |
| Rinkey Investments | 0.09% | Reduce -0.0% | 12,507 | $329K |
| Ellenbecker Investment Group | 0.05% | Reduce -10.1% | 12,456 | $328K |
| CPC Advisors, LLC | 0.03% | No change | 12,381 | $326K |
| Opus Capital Group, LLC | 0.04% | Reduce -3.7% | 12,384 | $326K |
| Cary Street Partners Financial LLC | 0.01% | Add +7.2% | 12,376 | $326K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.6% | 12,366 | $326K |
| Tiemann Investment Advisors, LLC | 0.12% | Reduce -1.6% | 12,360 | $326K |
| Morton Brown Family Wealth, LLC | 0.09% | No change | 12,336 | $325K |
| Diversified Investment Strategies, LLC | 0.21% | Reduce -5.7% | 12,317 | $324K |
| Advisory Alpha, LLC | 0.01% | Reduce -13.8% | 12,178 | $323K |
| Verity & Verity, LLC | 0.03% | Reduce -14.1% | 12,173 | $321K |
| Motco | 0.03% | Reduce -4.4% | 12,098 | $319K |
| Secure Asset Management, LLC | 0.05% | Add +7.5% | 12,050 | $319K |
| Burling Wealth Partners, LLC | 0.05% | No change | 12,054 | $318K |
| Fortem Financial Group, LLC | 0.09% | No change | 12,049 | $317K |
| Austin Wealth Management, LLC | 0.05% | Add +0.3% | 12,015 | $317K |
| Berman McAleer LLC | 0.04% | — | 12,012 | $316K |
| Eastern Bank | 0.01% | No change | 11,952 | $315K |
| JSF Financial, LLC | 0.07% | Add +0.3% | 11,836 | $312K |
| Shakespeare Wealth Management, LLC | 0.07% | Reduce -29.1% | 11,829 | $312K |
| GeoWealth Management, LLC | 0.01% | Add +12.1% | 11,817 | $311K |
| Soltis Investment Advisors LLC | 0.02% | No change | 11,776 | $310K |
| Intrua Financial, LLC | 0.04% | Add +30.0% | 11,703 | $308K |
| MKD Wealth Coaches, LLC | 0.31% | Add +1.9% | 11,676 | $308K |
| Outbound Financial Inc | 0.25% | No change | 11,664 | $307K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 11,661 | $307K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -10.0% | 11,655 | $307K |
| JDM Financial Group LLC | 0.13% | Reduce -34.5% | 11,655 | $307K |
| Falcon Wealth Planning | 0.03% | Reduce -2.3% | 11,638 | $307K |
| Strategic Wealth Partners, Ltd. | 0.02% | No change | 11,616 | $306K |
| Warner Financial, Inc. | 0.11% | New | 11,591 | $305K |
| Webster Bank, N. A. | 0.03% | Reduce -9.3% | 11,505 | $303K |
| Smithfield Trust Co | 0.01% | No change | 11,478 | $303K |
| Clarity Wealth Advisors, LLC | 0.07% | Reduce -3.0% | 11,478 | $302K |
| Hippocratic Financial Advisors, LLC | 0.15% | New | 11,471 | $302K |
| Benjamin Edwards Inc. | 0.00% | Add +15.3% | 11,310 | $298K |
| Summit Investment Advisory Services, LLC | 0.12% | No change | 11,280 | $297K |
| Syon Capital LLC | 0.02% | No change | 11,191 | $295K |
| Curran Financial Partners, LLC | 0.06% | New | 11,163 | $294K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -97.2% | 11,138 | $293K |
| Capital Investment Counsel, LLC | 0.04% | No change | 11,137 | $293K |
| Narwhal Capital Management | 0.02% | Reduce -8.9% | 11,091 | $292K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -51.3% | 10,952 | $288K |
| Index Fund Advisors, Inc. | 0.01% | Reduce -0.1% | 10,934 | $288K |
| Dumont & Blake Investment Advisors LLC | 0.07% | Reduce -16.4% | 10,901 | $287K |
| Pandora Wealth, Inc. | 0.17% | No change | 10,872 | $286K |
| Traynor Capital Management, Inc. | 0.02% | New | 10,865 | $286K |
| Bogart Wealth, LLC | 0.01% | Add +6.7% | 10,860 | $286K |
| One Day In July LLC | 0.02% | Add +0.1% | 10,856 | $286K |
| IAG Wealth Partners, LLC | 0.03% | No change | 10,856 | $286K |
| Kane Investment Management, Inc. | 0.14% | New | 10,851 | $286K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -6.1% | 10,843 | $286K |
| Family Investment Center, Inc. | 0.06% | Reduce -13.8% | 10,779 | $284K |
| Courier Capital LLC | 0.02% | New | 10,770 | $284K |
| Quartz Partners, LLC | 0.10% | Reduce -1.7% | 10,747 | $283K |
| Quadrant Private Wealth Management, LLC | 0.05% | No change | 10,721 | $282K |
| William Howard & Co Financial Advisors Inc | 0.24% | Add +0.3% | 10,689 | $282K |
| Boston Partners | 0.00% | New | 10,672 | $281K |
| SP Asset Management LLC | 0.02% | Add +0.0% | 10,605 | $279K |
| Accredited Investors Inc. | 0.02% | Add +0.1% | 10,557 | $278K |
| Seven Springs Wealth Group, LLC | 0.07% | No change | 10,542 | $278K |
| WealthBridge Capital Management, LLC | 0.06% | No change | 10,505 | $277K |
| Eley Financial Management, Inc | 0.10% | No change | 10,497 | $276K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 10,455 | $275K |
| Total Investment Management Inc. | 0.04% | Add +36.4% | 10,395 | $274K |
| Fairvoy Private Wealth, LLC | 0.06% | Add +4.6% | 10,379 | $273K |
| Guardian Wealth Advisors, LLC | 0.15% | No change | 10,346 | $273K |
| Quotient Wealth Partners, LLC | 0.01% | No change | 10,296 | $271K |
| Elm Partners Management LLC | 0.01% | New | 10,257 | $270K |
| Prospera Financial Services Inc | 0.00% | Add +20.1% | 10,245 | $270K |
| Collective Family Office LLC | 0.06% | Reduce -4.0% | 10,235 | $270K |
| PGIM Custom Harvest LLC | 0.00% | No change | 10,206 | $269K |
| Pinney & Scofield, Inc. | 0.17% | No change | 10,197 | $269K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 10,195 | $269K |
| RAM Investment Partners, LLC | 0.05% | No change | 10,149 | $267K |
| Delta Investment Management, LLC | 0.05% | Add +0.1% | 10,131 | $267K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -97.4% | 10,068 | $264K |
| AA Financial Advisors, LLC | 0.05% | Reduce -2.2% | 10,033 | $264K |
| Fiduciary Financial Group, LLC | 0.04% | Add +0.3% | 10,032 | $264K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -5.9% | 10,005 | $264K |
| Aprio Wealth Management, LLC | 0.03% | Add +7.8% | 9,986 | $263K |
| Choate Investment Advisors | 0.01% | No change | 9,963 | $262K |
| Crescent Sterling, Ltd. | 0.27% | Add +9.4% | 9,920 | $261K |
| Ewa, LLC | 0.07% | Add +0.3% | 9,887 | $260K |
| Sensible Money, LLC | 0.09% | No change | 9,884 | $260K |
| Beacon Financial Group | 0.03% | No change | 9,875 | $260K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -8.2% | 9,789 | $259K |
| Madison Wealth Partners, Inc | 0.05% | Add +0.1% | 9,827 | $259K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Add +3.3% | 9,780 | $259K |
| Penney Financial, LLC | 0.12% | No change | 9,816 | $259K |
| Segment Wealth Management, LLC | 0.02% | No change | 9,789 | $258K |
| Fearless Solutions, LLC dba Best Invest | 0.17% | No change | 9,771 | $257K |
| Shira Ridge Wealth Management | 0.11% | No change | 9,735 | $256K |
| Wagner Wealth Management, LLC | 0.06% | Reduce -0.0% | 9,720 | $256K |
| Capital Wealth Planning, LLC | 0.00% | Add +2.0% | 9,701 | $256K |
| Financial Advisory Corp | 0.04% | No change | 9,657 | $254K |
| Berkeley Capital Partners, LLC | 0.06% | New | 9,619 | $253K |
| Financial Advocates Investment Management | 0.14% | Reduce -86.1% | 9,595 | $253K |
| Golden State Wealth Management, LLC | 0.03% | No change | 9,582 | $252K |
| Black Swift Group, LLC | 0.04% | No change | 9,578 | $252K |
| SteelPeak Wealth, LLC | 0.01% | Add +2.5% | 9,573 | $252K |
| SevenBridge Financial Group, LLC | 0.04% | Reduce -3.4% | 9,326 | $252K |
| QRG Capital Management, Inc. | 0.00% | Reduce -78.0% | 9,515 | $251K |
| Strategic Planning Group, LLC | 0.03% | Add +0.3% | 9,499 | $250K |
| Patrick M Sweeney & Associates, Inc. | 0.16% | Add +0.0% | 9,468 | $249K |
| Affinity Capital Advisors, LLC | 0.04% | No change | 9,388 | $249K |
| Haven Private, LLC | 0.11% | Add +0.8% | 9,439 | $249K |
| Clark Asset Management, LLC | 0.03% | Reduce -61.7% | 9,425 | $248K |
| Purkiss Capital Advisors LLC | 0.12% | No change | 9,410 | $248K |
| M3 Advisory Group, LLC | 0.15% | No change | 9,388 | $247K |
| Welch Group, LLC | 0.01% | Reduce -13.0% | 9,378 | $247K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -5.1% | 9,378 | $247K |
| Aerodigm Wealth, LLC | 0.10% | No change | 9,300 | $246K |
| Inlight Wealth Management, LLC | 0.12% | No change | 9,322 | $246K |
| VestGen Advisors, LLC | 0.01% | New | 9,268 | $244K |
| Cottage Street Advisors LLC | 0.10% | Add +0.7% | 9,234 | $243K |
| Howard Capital Management Group, LLC | 0.02% | No change | 9,234 | $243K |
| Lesa Sroufe & Co | 0.20% | Reduce -5.4% | 9,191 | $242K |
| Accel Wealth Management | 0.07% | Add +0.2% | 9,146 | $241K |
| Symphony Financial, Ltd. Co. | 0.03% | Add +37975.0% | 9,138 | $241K |
| Oakworth Capital, Inc. | 0.01% | Add +7563.0% | 9,119 | $240K |
| Wbi Investments, LLC | 0.06% | Reduce -1.1% | 9,069 | $239K |
| Bond & Devick Financial Network, Inc. | 0.07% | No change | 9,018 | $238K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -50.3% | 9,009 | $237K |
| Advisor OS, LLC | 0.02% | New | 8,998 | $237K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 8,961 | $236K |
| OneAscent Financial Services LLC | 0.02% | Reduce -2.5% | 8,957 | $236K |
| Sierra Summit Advisors LLC | 0.04% | No change | 8,953 | $236K |
| Sterling Investment Advisors, Ltd. | 0.05% | Add +0.5% | 8,942 | $236K |
| Lee Danner & Bass Inc. | 0.02% | No change | 8,893 | $234K |
| Bragg Financial Advisors, Inc | 0.01% | New | 8,864 | $233K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +1.4% | 8,855 | $233K |
| 25 LLC | 0.08% | Add +2.7% | 8,830 | $233K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | New | 8,827 | $233K |
| Presidio Capital Management, LLC | 0.08% | No change | 8,772 | $231K |
| Murphy & Mullick Capital Management Corp | 0.17% | No change | 8,759 | $231K |
| MKT Advisors LLC | 0.09% | No change | 8,691 | $230K |
| Capital Investment Services of America, Inc. | 0.02% | No change | 8,670 | $228K |
| Diversified Portfolios, Inc. | 0.02% | Reduce -2.9% | 8,598 | $226K |
| Capital City Trust Co. | 0.06% | No change | 8,553 | $225K |
| Evercore Wealth Management, LLC | 0.00% | No change | 8,523 | $224K |
| Mattern Wealth Management LLC | 0.04% | No change | 8,496 | $224K |
| Centennial Wealth Advisory LLC | 0.06% | No change | 8,478 | $223K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.0% | 8,472 | $223K |
| Pin Oak Investment Advisors Inc. | 0.16% | No change | 8,457 | $223K |
| Legacy Bridge, LLC | 0.09% | Add +2.1% | 8,429 | $222K |
| Amara Financial, Llc. | 0.16% | Add +0.0% | 8,425 | $222K |
| Strategic Blueprint, LLC | 0.01% | New | 8,384 | $221K |
| Cypress Wealth Services, LLC | 0.04% | Add +0.1% | 8,374 | $221K |
| Mather Group, Llc. | 0.00% | Reduce -0.6% | 8,364 | $220K |
| Verus Capital Partners, LLC | 0.02% | Reduce -1.0% | 8,257 | $217K |
| Stephens Inc. | 0.00% | Reduce -9.9% | 8,256 | $217K |
| Yukon Wealth Management, Inc. | 0.07% | Add +0.3% | 8,228 | $217K |
| Keel Point, LLC | 0.01% | New | 8,220 | $217K |
| WP Advisors, LLC | 0.05% | New | 8,205 | $216K |
| Global Assets Advisory, LLC | 0.06% | New | 8,186 | $216K |
| UNIVEST FINANCIAL Corp | 0.01% | Reduce -5.6% | 8,174 | $215K |
| Virtue Asset Management LLC | 0.18% | — | 8,169 | $215K |
| Prostatis Group LLC | 0.05% | New | 8,113 | $214K |
| Wealthcare Capital Partners, LLC | 0.10% | Reduce -40.4% | 8,099 | $213K |
| Independent Wealth Network Inc. | 0.07% | Reduce -19.3% | 8,089 | $213K |
| SYM FINANCIAL Corp | 0.02% | Reduce -19.4% | 8,037 | $212K |
| Beacon Capital Management, LLC | 0.03% | Add +0.3% | 8,032 | $212K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | New | 8,018 | $211K |
| D'Orazio & Associates, Inc. | 0.03% | New | 7,977 | $210K |
| Oxinas Partners, LLC | 0.11% | New | 7,963 | $210K |
| Austin Private Wealth, LLC | 0.02% | Reduce -3.0% | 7,953 | $209K |
| NorthStar Asset Management LLC | 0.10% | Reduce -12.8% | 7,906 | $208K |
| Sovereign Financial Group, Inc. | 0.04% | Reduce -8.2% | 7,880 | $208K |
| Mach-1 Financial Group, LLC | 0.03% | New | 7,872 | $207K |
| Integrity Advisory Solutions, LLC | 0.03% | — | 7,872 | $207K |
| Beacon Wealthcare LLC | 0.07% | Reduce -11.5% | 7,866 | $207K |
| Wealth Management Nebraska | 0.02% | New | 7,862 | $207K |
| SKY-Mountain Capital Management, Inc. | 0.14% | New | 7,842 | $207K |
| SOL Capital Management CO | 0.02% | New | 7,850 | $207K |
| AMJ Financial Wealth Management | 0.05% | New | 7,821 | $206K |
| Factor Wealth Management LTD | 0.05% | New | 7,760 | $204K |
| True Vision MN LLC | 0.11% | New | 7,759 | $204K |
| Parthenon LLC | 0.02% | New | 7,758 | $204K |
| Cornerstone Capital, Inc. | 0.02% | New | 7,737 | $204K |
| Meridian Investment Counsel Inc. | 0.05% | Reduce -27.4% | 7,734 | $204K |
| Global Strategic Investment Solutions, LLC | 0.02% | New | 7,730 | $204K |
| Quadcap Wealth Management, LLC | 0.02% | New | 7,728 | $204K |
| Wernau Asset Management Inc. | 0.21% | New | 7,692 | $203K |
| Strategic Financial Services, Inc. | 0.01% | New | 7,691 | $203K |
| Rock Point Advisors, LLC | 0.05% | New | 7,650 | $202K |
| BLB&B Advisors, LLC | 0.01% | New | 7,634 | $201K |
| Clark Wealth Partners | 0.12% | New | 7,401 | $199K |
| Accent Capital Management, LLC | 0.08% | No change | 7,500 | $198K |
| UMB Bank, n.a. | 0.00% | No change | 7,200 | $190K |
| Principia Wealth Advisory, LLC | 0.13% | New | 7,063 | $186K |
| FWL Investment Management, LLC | 0.05% | Reduce -3.4% | 7,050 | $186K |
| Rice Partnership, LLC | 0.03% | Add +100.3% | 6,917 | $182K |
| PDS Planning, Inc | 0.01% | Add +0.0% | 6,887 | $181K |
| Barnes Dennig Private Wealth Management LLC | 0.19% | No change | 6,546 | $172K |
| Robbins Farley | 0.07% | Reduce -31.3% | 6,255 | $165K |
| NWK Group, Inc. | 0.06% | No change | 6,241 | $164K |
| Palisade Asset Management, LLC | 0.02% | New | 6,223 | $164K |
| Ogorek Anthony Joseph /NY/ | 0.05% | Add +0.0% | 6,207 | $163K |
| Trust Co. of Toledo NA | 0.02% | No change | 6,078 | $160K |
| Glassman Wealth Services | 0.02% | Add +62.1% | 6,001 | $158K |
| Coston, McIsaac & Partners | 0.04% | No change | 5,943 | $156K |
| Operose Advisors LLC | 0.04% | No change | 5,740 | $151K |
| JPL Wealth Management, LLC | 0.03% | New | 5,487 | $145K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 5,472 | $144K |
| Addison Advisors LLC | 0.03% | New | 5,046 | $133K |
| Gables Capital Management Inc. | 0.06% | No change | 5,025 | $132K |
| Heritage Wealth Advisors | 0.01% | No change | 4,976 | $131K |
| Bulwark Capital Corp | 0.10% | Add +33.6% | 4,771 | $126K |
| Lowe Wealth Advisors, LLC | 0.04% | Add +5.1% | 4,595 | $121K |
| Stephens Consulting, LLC | 0.04% | Reduce -5.7% | 4,587 | $121K |
| Kathleen S. Wright Associates Inc. | 0.04% | No change | 4,576 | $121K |
| Community Bank, N.A. | 0.01% | New | 4,515 | $119K |
| Alexis Investment Partners, LLC | 0.01% | New | 4,506 | $119K |
| Future Financial Wealth Managment LLC | 0.07% | No change | 4,500 | $119K |
| Dagco, Inc. | 0.03% | No change | 4,500 | $119K |
| Sound Income Strategies, LLC | 0.01% | Reduce -33.1% | 4,410 | $117K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 4,328 | $114K |
| Trust Co | 0.01% | No change | 4,300 | $113K |
| North Star Investment Management Corp. | 0.01% | Add +0.3% | 4,286 | $113K |
| Promus Capital, LLC | 0.07% | No change | 4,158 | $110K |
| Integrity Financial Corp | 0.05% | No change | 4,041 | $106K |
| Richards, Merrill & Peterson, Inc. | 0.04% | No change | 3,919 | $103K |
| Rossby Financial, LCC | 0.03% | No change | 3,837 | $101K |
| Cornerstone Planning Group LLC | 0.02% | Add +267.3% | 2,931 | $97K |
| High Note Wealth, LLC | 0.02% | No change | 3,312 | $87K |
| Crews Bank & Trust | 0.01% | Add +189.6% | 3,041 | $80K |
| CGC Financial Services, LLC | 0.02% | No change | 3,000 | $79K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 2,994 | $79K |
| SJS Investment Consulting Inc. | 0.01% | No change | 2,943 | $78K |
| First Pacific Financial | 0.01% | New | 2,897 | $76K |
| American Capital Advisory, LLC | 0.03% | Add +0.3% | 2,747 | $72K |
| Caitlin John, LLC | 0.05% | New | 2,739 | $72K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 2,721 | $72K |
| Avion Wealth | 0.02% | No change | 2,728 | $71K |
| Citizens National Bank Trust Department | 0.01% | No change | 2,688 | $71K |
| Essential Partners LLC | 0.02% | Add +0.0% | 2,665 | $70K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 2,665 | $70K |
| HM Payson & Co. | 0.00% | No change | 2,628 | $69K |
| Harbor Investment Advisory, LLC | 0.01% | Add +126.4% | 2,552 | $67K |
| McIlrath & Eck, LLC | 0.01% | Add +0.8% | 2,467 | $65K |
| Hoey Investments, Inc. | 0.01% | Reduce -4.7% | 2,390 | $63K |
| Balentine LLC | 0.00% | No change | 2,349 | $62K |
| Frazier Financial Advisors, LLC | 0.04% | Reduce -8.6% | 2,347 | $62K |
| Strategic Investment Solutions, Inc. | 0.02% | Reduce -4.5% | 2,343 | $62K |
| Davis Capital Management | 0.04% | — | 2,328 | $61K |
| Decker Retirement Planning Inc. | 0.03% | New | 2,266 | $60K |
| Toth Financial Advisory Corp. | 0.01% | New | 2,242 | $59K |
| Smallwood Wealth Investment Management, LLC | 0.03% | Add +17.3% | 2,180 | $57K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -29.2% | 2,173 | $57K |
| Cardiff Park Advisors, LLC | 0.00% | Add +0.3% | 2,147 | $57K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.2% | 2,129 | $56K |
| GW&K Investment Management, LLC | 0.00% | No change | 2,136 | $56K |
| Financial Perspectives, Inc | 0.02% | No change | 2,123 | $56K |
| TruNorth Capital Management, LLC | 0.01% | No change | 2,112 | $56K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 2,100 | $55K |
| RMG Wealth Management LLC | 0.01% | New | 2,058 | $54K |
| Accredited Wealth Management, LLC | 0.04% | Reduce -75.4% | 500 | $53K |
| Tsfg, LLC | 0.01% | No change | 2,025 | $53K |
| Alpine Bank Wealth Management | 0.01% | New | 1,892 | $50K |
| City State Bank | 0.01% | No change | 1,878 | $49K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 1,856 | $49K |
| PFS Partners, LLC | 0.02% | New | 1,785 | $47K |
| Bokf, NA | 0.00% | No change | 1,764 | $46K |
| HighMark Wealth Management LLC | 0.02% | Add +0.3% | 1,734 | $46K |
| Manning & Napier Advisors LLC | 0.00% | Add +31.4% | 1,693 | $45K |
| Concord Wealth Partners | 0.01% | No change | 1,680 | $44K |
| First Command Advisory Services, Inc. | 0.00% | New | 1,616 | $43K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,560 | $41K |
| GAMMA Investing LLC | 0.00% | No change | 1,481 | $39K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | Reduce -25.7% | 1,444 | $38K |
| Private Wealth Management Group, LLC | 0.01% | No change | 1,422 | $37K |
| West Paces Advisors Inc. | 0.01% | No change | 1,406 | $37K |
| Delta Asset Management LLC | 0.00% | No change | 1,350 | $36K |
| TFC Financial Management, Inc. | 0.00% | Reduce -32.7% | 1,323 | $35K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.3% | 1,311 | $35K |
| Versant Capital Management, Inc | 0.00% | Add +0.2% | 1,272 | $34K |
| Orion Capital Management LLC | 0.01% | No change | 1,214 | $32K |
| SIMA Wealth Partners, LLC | 0.02% | Add +0.3% | 1,128 | $30K |
| Tucker Asset Management LLC | 0.01% | Reduce -74.5% | 1,068 | $28K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +61.2% | 1,093 | $28K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,050 | $28K |
| Archer Investment Corp | 0.01% | Add +0.3% | 1,044 | $27K |
| WealthCollab, LLC | 0.01% | No change | 1,038 | $27K |
| Luminist Capital LLC | 0.02% | No change | 1,000 | $26K |
| Key Financial Inc | 0.00% | No change | 992 | $26K |
| Team Financial Group, LLC | 0.01% | Add +0.3% | 993 | $26K |
| Prudent Man Investment Management, Inc. | 0.01% | No change | 1,127 | $26K |
| New Republic Capital, LLC | 0.01% | No change | 978 | $26K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 970 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 900 | $24K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 894 | $24K |
| Trust Co. of Vermont | 0.00% | Add +1195.7% | 894 | $24K |
| Noble Wealth Management PBC | 0.01% | — | 867 | $23K |
| Valued Wealth Advisors LLC | 0.01% | No change | 846 | $22K |
| Paladin Advisory Group, LLC | 0.02% | No change | 826 | $22K |
| Westside Investment Management, Inc. | 0.00% | No change | 823 | $22K |
| Kiker Wealth Management, LLC | 0.01% | Add +6.7% | 816 | $21K |
| POM Investment Strategies, LLC | 0.01% | No change | 810 | $21K |
| Topsail Wealth Management, LLC | 0.00% | No change | 630 | $17K |
| Angeles Wealth Management, LLC | 0.00% | No change | 627 | $17K |
| Horrell Capital Management, Inc. | 0.01% | No change | 606 | $16K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 600 | $16K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 595 | $16K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -97.6% | 585 | $15K |
| Cypress Capital Management LLC (WY) | 0.02% | No change | 578 | $15K |
| Binnacle Investments Inc | 0.01% | No change | 552 | $15K |
| Hopwood Financial Services, Inc. | 0.01% | No change | 507 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 490 | $13K |
| Truvestments Capital LLC | 0.00% | New | 462 | $12K |
| Caldwell Sutter Capital, Inc. | 0.01% | New | 457 | $12K |
| Main Management LLC | 0.00% | No change | 456 | $12K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 441 | $12K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 438 | $12K |
| Dunhill Financial, LLC | 0.00% | Add +0.2% | 419 | $11K |
| Maryland Capital Advisors Inc. | 0.00% | New | 417 | $11K |
| FSA Wealth Management LLC | 0.00% | Add +0.3% | 406 | $11K |
| KERR FINANCIAL PLANNING Corp | 0.01% | — | 398 | $11K |
| Robinswood Financial LLC | 0.00% | No change | 387 | $10K |
| Cordgrass Capital Advisors, LLC | 0.00% | Add +1933.3% | 366 | $10K |
| Pineridge Advisors LLC | 0.00% | No change | 357 | $9K |
| Kilter Group LLC | 0.00% | Add +2.0% | 350 | $9K |
| Quadrant Capital Group LLC | 0.00% | New | 324 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 300 | $8K |
| Atmos Advisory, LLC | 0.00% | No change | 295 | $8K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 279 | $7K |
| Painted Porch Advisors LLC | 0.00% | No change | 252 | $7K |
| MTM Investment Management, LLC | 0.00% | No change | 240 | $6K |
| Tompkins Financial Corp. | 0.00% | No change | 237 | $6K |
| Hemington Wealth Management | 0.00% | No change | 243 | $6K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 225 | $6K |
| Tidemark, LLC | 0.00% | No change | 222 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | New | 219 | $6K |
| Delos Wealth Advisors, LLC | 0.00% | New | 214 | $6K |
| Solstein Capital, LLC | 0.00% | No change | 204 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 198 | $5K |
| Cheviot Value Management, LLC | 0.00% | Add +0.5% | 192 | $5K |
| DB Fitzpatrick & Co, Inc | 0.00% | Add +24.7% | 197 | $5K |
| Cloud Capital Management, LLC | 0.00% | New | 195 | $5K |
| Virtus Advisers, LLC | 0.00% | Add +7.7% | 183 | $5K |
| United Financial Planning Group LLC | 0.00% | — | 168 | $4K |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 160 | $4K |
| Graney & King, LLC | 0.00% | Add +0.6% | 160 | $4K |
| First Horizon Corp. | 0.00% | — | 150 | $4K |
| Founders Financial Alliance, LLC | 0.00% | No change | 144 | $4K |
| Seneschal Advisors, LLC | 0.00% | New | 139 | $4K |
| Abich Financial Wealth Management LLC | 0.00% | — | 137 | $4K |
| NFSG Corp | 0.00% | No change | 125 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 117 | $3K |
| Keener Financial Planning LLC | 0.00% | No change | 138 | $3K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 108 | $3K |
| Roble, Belko & Company, Inc | 0.00% | Add +3.6% | 87 | $2K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -94.8% | 52 | $1K |
| TCTC Holdings, LLC | 0.00% | No change | 39 | $1K |
| Compass Financial Services Inc | 0.00% | New | 37 | $977 |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -99.9% | 24 | $644 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 24 | $641 |
| Sittner & Nelson, LLC | 0.00% | No change | 24 | $632 |
| HFM Investment Advisors, LLC | 0.00% | No change | 17 | $438 |
| Friedenthal Financial | 0.00% | Add +50.0% | 12 | $317 |
| Redwood Park Advisors LLC | 0.00% | No change | 10 | $267 |
| Strategic Advocates LLC | 0.00% | New | 6 | $158 |
"% 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.