Schwab US Large-Cap ETFSCHXETF

13F holders, Q3 2025 (September 30)
1,444holders +38
97new positions
51sold out
4famous investors
$26.34avg. 13F price*

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

InstitutionsTotal Value
New Positions97$304.8M
Exits51$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.