Schwab US Large-Cap ETFSCHXETF
13F holders, Q4 2025 (December 31)1,557holders +113
91new positions
56sold out
4famous investors
$26.93avg. 13F price*
At the end of Q4 2025, 1,557 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings, up 113 from Q3 2025. 91 opened new positions and 56 sold out. The largest holders were US Bancorp \de ($5.4B), Creative Planning ($2.3B) and Moneta Group Investment Advisors LLC ($964.2M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab US Large-Cap ETF
- CUSIP
- 808524201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $387.9M |
| Exits | 56 | $84.6M |
All 13F filers, Q3 2025 → Q4 2025: 49,139,355 shares bought and 26,256,882 shares sold, net +22,882,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,557 holders
| US Bancorp \de | 6.34% | Reduce -2.2% | 201,085,961 | $5.4B |
| Creative Planning | 1.61% | Add +3.8% | 83,812,325 | $2.3B |
| Moneta Group Investment Advisors LLC | 7.30% | Add +3.0% | 35,831,024 | $964.2M |
| HBK Sorce Advisory LLC | 21.57% | Add +1.3% | 34,479,165 | $939.2M |
| Northwestern Mutual Wealth Management Co. | 0.53% | Add +5.3% | 30,984,972 | $833.8M |
| Sei Investments Co. | 0.82% | Reduce -1.3% | 30,973,811 | $833.5M |
| Sage Financial Group Inc. | 42.45% | Reduce -4.7% | 23,836,476 | $641.4M |
| Captrust Financial Advisors | 1.00% | Add +5.6% | 19,522,489 | $525.4M |
| Wealth Enhancement Advisory Services, LLC | 0.71% | Reduce -1.7% | 19,086,174 | $521.8M |
| Cerity Partners LLC | 0.75% | Add +0.7% | 18,990,659 | $511.0M |
| Betterment LLC | 0.93% | Add +0.4% | 18,148,928 | $488.4M |
| Diversified Enterprises, LLC | 27.15% | Add +2.9% | 16,962,165 | $456.5M |
| HighTower Advisors, LLC | 0.42% | Reduce -0.4% | 14,141,394 | $380.5M |
| Janus Henderson Group PLC | 0.15% | Add +8.6% | 12,410,720 | $334.0M |
| Mercer Global Advisors Inc. | 0.43% | Add +0.4% | 10,387,007 | $283.0M |
| Mariner, LLC | 0.33% | Add +6.8% | 10,235,455 | $275.4M |
| Norinchukin Bank, The | 3.19% | New | 10,180,000 | $273.9M |
| Prime Capital Investment Advisors, LLC | 3.28% | Reduce -1.7% | 10,005,831 | $269.3M |
| Koss-Olinger Consulting, LLC | 20.85% | Add +6.2% | 9,998,509 | $269.1M |
| McAdam, LLC | 12.24% | Add +3.1% | 9,936,362 | $267.4M |
| Fund Evaluation Group, LLC | 8.45% | Add +32.4% | 9,492,565 | $255.4M |
| Bank of America Corp. | 0.02% | Reduce -2.0% | 9,021,839 | $242.8M |
| JMG Financial Group, Ltd. | 6.39% | Reduce -3.9% | 8,445,906 | $227.3M |
| LPL Financial LLC | 0.06% | Reduce -6.4% | 7,696,890 | $207.1M |
| Vantagepoint Investment Advisers LLC | 1.64% | No change | 7,592,541 | $204.3M |
| Kohmann Bosshard Financial Services, LLC | 17.49% | Add +10.3% | 7,128,362 | $192.0M |
| Corient Private Wealth LP | 0.26% | Add +28.8% | 7,064,100 | $190.1M |
| Assetmark, Inc. | 0.36% | Reduce -14.5% | 6,513,794 | $175.3M |
| Beacon Pointe Advisors, LLC | 1.22% | Add +7.8% | 6,461,827 | $173.9M |
| BlueSky Wealth Advisors, LLC | 22.06% | Add +1.0% | 6,216,158 | $167.3M |
| Apriem Advisors | 15.23% | Reduce -3.7% | 6,166,583 | $165.9M |
| Morgan Stanley | 0.01% | Add +5.4% | 6,006,598 | $161.6M |
| Northwest Quadrant Wealth Management, LLC | 29.50% | Add +1.3% | 5,301,134 | $142.7M |
| Financial Consulate, Inc. | 19.14% | Add +1.3% | 5,201,944 | $140.0M |
| Johnson Investment Counsel Inc. | 1.12% | Add +1.0% | 5,075,689 | $136.6M |
| Greenwood Gearhart LLC | 7.03% | Reduce -4.2% | 4,746,845 | $127.7M |
| Orgel Wealth Management, LLC | 2.78% | Reduce -0.3% | 4,679,398 | $125.9M |
| Evermay Wealth Management LLC | 13.39% | Reduce -1.0% | 4,435,795 | $119.4M |
| Charles Schwab Trust Co | 7.45% | Add +1.2% | 4,214,954 | $113.4M |
| Steele Capital Management, Inc. | 4.60% | Add +1.8% | 3,985,073 | $107.2M |
| Farther Finance Advisors, LLC | 1.15% | Add +37.4% | 3,972,127 | $106.9M |
| Curi Capital, LLC | 1.66% | Reduce -1.1% | 3,561,826 | $95.8M |
| FSA Investment Group, LLC | 58.16% | Reduce -3.3% | 3,545,168 | $95.4M |
| Ameriprise Financial Inc. | 0.02% | Add +0.9% | 3,484,577 | $93.8M |
| Sims Investment Management, LLC | 32.53% | Add +1.7% | 3,420,432 | $92.0M |
| Meridian Wealth Partners, LLC | 12.63% | Reduce -0.3% | 3,405,743 | $91.6M |
| EP Wealth Advisors, LLC | 0.45% | — | 3,216,726 | $86.6M |
| Focus Partners Wealth | 0.10% | Add +21.7% | 3,204,446 | $86.2M |
| Integrated Wealth Concepts LLC | 1.01% | Add +0.5% | 3,151,933 | $84.8M |
| HB Wealth Management, LLC | 0.53% | Reduce -0.4% | 3,031,436 | $81.6M |
| Cornerstone Advisors Asset Management, LLC | 12.74% | Add +0.1% | 2,915,883 | $78.5M |
| Cresset Asset Management, LLC | 0.32% | Reduce -0.2% | 2,828,898 | $76.1M |
| Wealthspire Advisors, LLC | 0.60% | Reduce -50.9% | 2,816,409 | $75.8M |
| Osaic Holdings, Inc. | 0.11% | Add +5.1% | 2,797,970 | $75.3M |
| AQR Capital Management | 0.04% | Add +28.2% | 2,773,529 | $74.6M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +0.5% | 2,729,048 | $73.4M |
| Baker Avenue Asset Management, LP | 1.67% | Add +3.5% | 2,695,183 | $72.5M |
| Aptus Capital Advisors, LLC | 0.61% | Add +4.1% | 2,676,224 | $72.0M |
| Standpoint Asset Management, LLC | 16.34% | Reduce -3.4% | 2,657,500 | $71.5M |
| Guardian Wealth Advisors, LLC / NC | 4.43% | Add +5.1% | 2,622,172 | $70.6M |
| Jaffetilchin Investment Partners, LLC | 4.04% | Add +0.3% | 2,570,082 | $69.2M |
| JPMorgan Chase & Co. | 0.00% | Add +9.4% | 2,547,563 | $68.6M |
| Jones Financial Companies LLLP | 0.04% | Add +9.4% | 2,530,291 | $68.1M |
| Bangor Savings Bank | 5.35% | Reduce -2.5% | 2,472,943 | $66.5M |
| Savant Capital, LLC | 0.38% | Reduce -1.3% | 2,464,660 | $66.3M |
| Berger Financial Group, Inc | 3.65% | Reduce -1.1% | 2,337,749 | $62.9M |
| CacheTech Inc. | 11.47% | Add +1.5% | 2,300,000 | $61.9M |
| NewSquare Capital LLC | 5.40% | Reduce -10.9% | 2,276,685 | $61.3M |
| Wells Fargo & Company | 0.01% | Add +3.0% | 2,243,444 | $60.4M |
| Alliance Wealth Management Group | 13.06% | Reduce -1.5% | 2,212,231 | $59.5M |
| Towercrest Capital Management | 9.39% | Reduce -1.5% | 2,212,231 | $59.5M |
| Legacy Wealth Management, LLC | 3.42% | Reduce -3.3% | 2,206,176 | $59.4M |
| Financial Management Professionals, Inc. | 6.11% | Reduce -3.9% | 2,200,040 | $59.2M |
| RKL Wealth Management LLC | 4.74% | Reduce -0.9% | 2,147,814 | $57.8M |
| McGlone Suttner Wealth Management, Inc. | 7.67% | Add +1.5% | 2,119,924 | $57.0M |
| Adams Wealth Management | 12.14% | Reduce -2.3% | 2,115,264 | $56.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +96.3% | 2,072,279 | $55.8M |
| Raymond James Financial Inc. | 0.02% | Add +5.2% | 2,049,310 | $55.1M |
| Modern Wealth Management, LLC | 0.98% | Add +10.2% | 2,000,358 | $53.8M |
| Red Door Wealth Management, LLC | 5.56% | Add +3.6% | 1,985,532 | $53.4M |
| Northeast Financial Group, Inc. | 13.39% | Add +3.0% | 1,983,561 | $53.4M |
| Pure Financial Advisors, LLC | 0.80% | Add +0.8% | 1,975,566 | $53.2M |
| Valley National Advisers Inc. | 7.35% | Add +4.5% | 1,971,052 | $53.0M |
| United Capital Financial Advisors, LLC | 0.31% | Reduce -1.7% | 1,903,988 | $51.2M |
| Bleakley Financial Group, LLC | 0.88% | Add +5.3% | 1,891,079 | $50.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -55.1% | 1,850,090 | $49.8M |
| Appleton Partners Inc. | 3.27% | Reduce -0.9% | 1,846,376 | $49.7M |
| IMA Advisory Services, Inc. | 4.62% | Reduce -1.0% | 1,788,112 | $48.1M |
| Harbour Investments, Inc. | 0.97% | Reduce -15.4% | 1,775,672 | $47.8M |
| Royal Bank of Canada | 0.01% | Reduce -12.5% | 1,763,659 | $47.5M |
| Chicago Partners Investment Group LLC | 1.16% | Add +6.4% | 1,735,246 | $47.2M |
| Visionary Wealth Advisors | 2.13% | Add +3.2% | 1,751,872 | $47.1M |
| Richardson Capital Management LLC | 23.60% | Reduce -7.3% | 1,747,876 | $47.0M |
| Courage Miller Partners, LLC | 14.14% | Reduce -3.3% | 1,745,021 | $47.0M |
| World Investment Advisors | 0.75% | Add +3.0% | 1,695,498 | $45.6M |
| Kavar Capital Partners Group, LLC | 6.18% | Add +2.2% | 1,666,797 | $44.9M |
| Quantinno Capital Management LP | 0.09% | Add +14.9% | 1,607,504 | $43.3M |
| SigFig Wealth Management, LLC | 1.24% | Add +17.2% | 1,546,940 | $41.7M |
| Newman Dignan & Sheerar, Inc. | 8.63% | Reduce -0.4% | 1,538,425 | $41.4M |
| Wilmington Savings Fund Society, FSB | 0.97% | Add +1.8% | 1,537,906 | $41.4M |
| Access Financial Services, Inc. | 14.88% | Add +7.8% | 1,518,734 | $40.9M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -14.3% | 1,514,975 | $40.8M |
| FIDELIS iM, LLC | 15.71% | Add +907.3% | 1,503,708 | $40.5M |
| Modera Wealth Management, LLC | 0.47% | Reduce -1.9% | 1,496,412 | $40.3M |
| Belpointe Asset Management LLC | 1.43% | Add +2.6% | 1,472,759 | $39.6M |
| Pinkerton Wealth, LLC | 4.03% | Add +1.5% | 1,462,473 | $39.4M |
| D.B. Root & Company, LLC | 9.59% | Add +19.0% | 1,460,128 | $39.3M |
| Matrix Trust Co | 6.47% | Add +1.1% | 1,456,441 | $39.2M |
| FMR LLC | 0.00% | Add +5.7% | 1,430,260 | $38.5M |
| Embree Financial Group | 4.73% | Reduce -10.7% | 1,428,282 | $38.4M |
| Morris Financial Concepts, Inc. | 13.42% | Add +3.3% | 1,423,565 | $38.3M |
| Schneider Downs Wealth Management Advisors, LP | 4.31% | Add +0.9% | 1,420,448 | $38.2M |
| Sequoia Financial Advisors, LLC | 0.21% | Add +0.7% | 1,420,177 | $38.2M |
| Destination Wealth Management | 1.00% | Add +48.4% | 1,416,630 | $38.1M |
| Fortis Capital Advisors, LLC | 5.59% | Add +2.7% | 1,408,447 | $37.9M |
| Ashton Thomas Private Wealth, LLC | 0.92% | Reduce -1.3% | 1,407,637 | $37.9M |
| Sherwood Financial Partners, LLC | 32.57% | Reduce -1.3% | 1,404,347 | $37.8M |
| Cetera Investment Advisers | 0.04% | Add +22.8% | 1,362,888 | $36.7M |
| Ashford Advisors, LLC | 7.99% | Reduce -0.7% | 1,355,327 | $36.5M |
| Bernard Wealth Management Corp. | 14.74% | Add +0.7% | 1,349,634 | $36.3M |
| BCS Wealth Management | 3.65% | Add +99.7% | 1,344,800 | $36.2M |
| Fortis Capital Management LLC | 4.78% | Add +5.9% | 1,339,853 | $36.1M |
| Valicenti Advisory Services Inc. | 7.50% | Reduce -0.5% | 1,331,671 | $35.8M |
| Athena Investment Management | 18.02% | Reduce -0.1% | 1,306,764 | $35.2M |
| Choreo, LLC | 0.45% | Reduce -12.0% | 1,296,003 | $35.1M |
| St. Louis Trust Co | 4.00% | No change | 1,297,295 | $34.9M |
| Gleason Group, Inc. | 3.40% | Add +2.3% | 1,287,531 | $34.6M |
| Ballast Advisors LLC | 9.44% | Reduce -2.6% | 1,271,925 | $34.2M |
| Cornerstone Wealth Group, LLC | 2.34% | Reduce -3.6% | 1,271,769 | $34.2M |
| Foster Victor Wealth Advisors, LLC | 1.99% | Reduce -2.2% | 1,248,334 | $34.1M |
| Main Street Financial Solutions, LLC | 2.54% | Reduce -3.9% | 1,257,287 | $33.8M |
| HRC Wealth Management, LLC | 16.14% | Reduce -0.4% | 1,252,181 | $33.7M |
| Dynamic Advisor Solutions LLC | 1.08% | Reduce -0.8% | 1,246,944 | $33.6M |
| UBS Group AG | 0.01% | Add +2.0% | 1,236,399 | $33.3M |
| Ascension Capital Advisors, Inc. | 11.38% | Add +7.6% | 1,233,008 | $33.2M |
| MAI Capital Management | 0.19% | Add +0.0% | 1,224,401 | $32.9M |
| Ethos Financial Group, LLC | 2.43% | Add +0.9% | 1,218,437 | $32.8M |
| Powers Advisory Group, LLC | 12.15% | Add +0.2% | 1,199,072 | $32.3M |
| Pure Portfolios Holdings LLC | 9.67% | Add +0.1% | 1,193,291 | $32.1M |
| True Freedom Investing, LLC | 2.18% | Add +7639.3% | 1,188,906 | $32.0M |
| Tradewinds Capital Management, LLC | 6.73% | Add +277.5% | 1,186,560 | $31.9M |
| Stifel Financial Corp. | 0.03% | Reduce -3.4% | 1,184,855 | $31.9M |
| Anchor Investment Management, LLC | 2.56% | Add +1.5% | 1,172,583 | $31.6M |
| BlackRock, Inc. | 0.00% | Add +130.4% | 1,166,702 | $31.4M |
| Perigon Wealth Management, LLC | 0.56% | Reduce -2.6% | 1,157,789 | $31.2M |
| OneDigital Investment Advisors LLC | 0.30% | Reduce -10.0% | 1,145,531 | $30.8M |
| Christensen, King & Associates Investment Services, Inc. | 13.11% | Reduce -2.8% | 1,141,964 | $30.7M |
| Almanack Investment Partners, LLC. | 5.22% | Add +0.0% | 1,141,669 | $30.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.55% | Add +5.1% | 1,130,533 | $30.4M |
| Gordian Advisors LLC | 19.77% | Reduce -3.8% | 1,108,746 | $29.8M |
| Csenge Advisory Group | 1.35% | Add +5.7% | 1,106,149 | $29.8M |
| Provident Wealth Management, LLC | 8.61% | Add +1.0% | 1,080,579 | $29.1M |
| FPC Investment Advisory, Inc. | 15.76% | Add +5.6% | 1,069,325 | $28.8M |
| Sawgrass Asset Management LLC | 3.52% | Reduce -3.0% | 1,044,972 | $28.1M |
| Kelman-Lazarov, Inc. | 3.92% | Reduce -0.8% | 1,019,736 | $27.4M |
| Milestone Investment Advisors LLC | 6.64% | Reduce -0.1% | 1,018,982 | $27.4M |
| St. Johns Investment Management Company, LLC | 11.40% | Add +2.4% | 1,015,733 | $27.3M |
| Allworth Financial LP | 0.11% | Reduce -1.6% | 998,682 | $26.9M |
| Prosperity Wealth Management, Inc. | 8.70% | Add +6.5% | 970,709 | $26.1M |
| Sound View Wealth Advisors Group, LLC | 1.73% | Reduce -1.9% | 958,031 | $25.8M |
| Sage Financial Management Group, Inc. | 7.81% | Reduce -0.4% | 950,630 | $25.6M |
| Lowe Brockenbrough & Co. Inc. | 1.25% | Reduce -2.4% | 945,011 | $25.4M |
| Salem Investment Counselors Inc. | 0.71% | Reduce -0.4% | 937,188 | $25.2M |
| Essex LLC | 4.46% | Reduce -0.8% | 935,988 | $25.2M |
| Manchester Financial Inc. | 4.62% | Reduce -1.3% | 918,824 | $24.7M |
| Orion Porfolio Solutions, LLC | 0.18% | Reduce -4.2% | 914,622 | $24.6M |
| Clearwater Capital Advisors, LLC | 2.04% | Add +0.6% | 907,465 | $24.4M |
| Ancora Advisors LLC | 0.50% | Reduce -3.1% | 904,076 | $24.3M |
| GEN Financial Management, INC. | 15.18% | Add +24.5% | 895,830 | $24.1M |
| Bell Investment Advisors, Inc | 3.78% | Reduce -1.6% | 887,608 | $23.9M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.76% | Reduce -2.3% | 881,891 | $23.7M |
| Valley Forge Investment Consultants Inc. Adv | 6.87% | Reduce -1.0% | 877,600 | $23.6M |
| Asset Allocation Strategies LLC | 4.23% | Add +4.7% | 848,897 | $22.8M |
| Sprinkle Financial Consultants LLC | 11.45% | Reduce -4.3% | 837,859 | $22.5M |
| Truepoint, Inc. | 0.51% | Reduce -0.9% | 836,756 | $22.5M |
| WBH Advisory Inc. | 1.65% | Reduce -1.3% | 826,182 | $22.2M |
| Blue Bell Private Wealth Management, LLC | 3.23% | Reduce -0.8% | 817,810 | $22.0M |
| Transamerica Financial Advisors, LLC | 1.83% | Reduce -7.2% | 813,474 | $21.9M |
| White & Co Financial Planning Inc | 16.31% | Reduce -0.0% | 810,769 | $21.8M |
| Koesten, Hirschmann & Crabtree, INC. | 10.70% | Reduce -6.9% | 808,258 | $21.8M |
| B & T Capital Management DBA Alpha Capital Management | 3.06% | Reduce -0.5% | 808,245 | $21.7M |
| Hengehold Capital Management LLC | 1.81% | Reduce -1.9% | 799,637 | $21.5M |
| Black Diamond Financial, LLC | 2.26% | Reduce -0.9% | 797,120 | $21.5M |
| Abound Wealth Management | 5.02% | Add +1.0% | 796,844 | $21.4M |
| Gladstone Institutional Advisory LLC | 0.79% | Reduce -0.7% | 780,202 | $21.0M |
| Bluespring Wealth Management, LLC | 1.81% | Add +1.5% | 779,930 | $21.0M |
| MCF Advisors LLC | 1.14% | Reduce -2.1% | 765,007 | $20.6M |
| Alpha Zero LLC | 11.20% | Add +3.9% | 761,770 | $20.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.4% | 751,790 | $20.2M |
| Truist Financial Corp. | 0.03% | Reduce -0.7% | 743,457 | $20.0M |
| Downshift Financial, LLC | 12.33% | — | 750,046 | $20.0M |
| Investors Research Corp | 3.65% | Add +3.2% | 741,079 | $19.9M |
| Moneywise, Inc. | 8.27% | Reduce -7.6% | 738,905 | $19.9M |
| Cornerstone Planning, LLC | 4.57% | — | 731,374 | $19.7M |
| Lutz Financial Services LLC | 1.33% | Reduce -1.1% | 728,336 | $19.6M |
| Up Strategic Wealth Investment Advisors LLC | 14.22% | Add +5.8% | 718,663 | $19.6M |
| Merit Financial Group, LLC | 0.16% | Add +71.3% | 725,392 | $19.5M |
| Family Legacy Financial Solutions, LLC | 14.86% | Add +49.0% | 716,115 | $19.3M |
| Sanctuary Advisors, LLC | 0.11% | Add +14.8% | 714,911 | $19.2M |
| Jacobi Capital Management LLC | 1.11% | Reduce -0.1% | 714,809 | $19.2M |
| IFP Advisors, Inc | 0.43% | Add +20.6% | 710,515 | $19.1M |
| Sheets Smith Wealth Management | 2.08% | Add +5.8% | 705,070 | $19.0M |
| Tortoise Investment Management, LLC | 1.67% | Reduce -5.0% | 705,007 | $19.0M |
| Mfa Wealth Advisors, LLC | 3.99% | Add +4.3% | 702,149 | $18.9M |
| Coldstream Capital Management Inc. | 0.24% | Reduce -4.0% | 688,992 | $18.5M |
| Leavell Investment Management, Inc. | 0.75% | Reduce -2.9% | 670,671 | $18.0M |
| Rockefeller Capital Management L.P. | 0.03% | Add +1.2% | 669,805 | $18.0M |
| Winthrop Capital Management, LLC | 4.14% | Add +1.5% | 660,723 | $17.8M |
| Red Cedar Investment Management, LLC | 1.91% | No change | 656,462 | $17.7M |
| Focus Financial Network, Inc. | 0.60% | Reduce -3.9% | 642,584 | $17.3M |
| Cwm, LLC | 0.05% | Reduce -6.5% | 641,480 | $17.3M |
| Leisure Capital Management | 5.71% | Reduce -0.4% | 640,745 | $17.2M |
| Summit Financial, LLC | 0.25% | Add +19.6% | 626,200 | $16.9M |
| Strategic Equity Management | 5.64% | Reduce -12.0% | 618,115 | $16.6M |
| Trinity Legacy Partners, LLC | 3.76% | Add +0.4% | 608,424 | $16.4M |
| Wilkins Miller Wealth Management, LLC | 9.72% | Reduce -0.6% | 606,334 | $16.3M |
| Redhawk Wealth Advisors, Inc. | 1.82% | Add +17.9% | 604,073 | $16.3M |
| Northern Trust Corp. | 0.00% | Reduce -36.8% | 596,721 | $16.1M |
| Equitable Holdings, Inc. | 0.11% | Add +2.7% | 579,346 | $15.6M |
| L2 Asset Management, LLC | 2.08% | Add +47.5% | 577,272 | $15.5M |
| BlueStem Wealth Partners, LLC | 1.70% | New | 571,076 | $15.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 562,212 | $15.1M |
| Stevens Capital Partners | 3.94% | Add +40.9% | 559,865 | $15.1M |
| MinichMacGregor Wealth Management, LLC | 2.69% | Add +2.8% | 551,211 | $14.8M |
| Councilor Wealth, LLC | 6.95% | Reduce -6.1% | 546,716 | $14.7M |
| Blackhawk Capital Partners, LLC | 5.52% | Add +1.9% | 545,982 | $14.7M |
| Debussy Capital Management LP | 1.99% | Add +1.2% | 543,124 | $14.6M |
| Caprock Group, LLC | 0.31% | Add +25.7% | 538,955 | $14.5M |
| Sigma Planning Corp | 0.40% | Reduce -4.3% | 533,857 | $14.4M |
| Peapack Gladstone Financial Corp. | 0.18% | Reduce -0.3% | 528,475 | $14.2M |
| Balance Wealth Partners LLC | 4.55% | Add +1.0% | 526,696 | $14.2M |
| Lodestar Private Asset Management LLC | 1.41% | Add +0.5% | 522,177 | $14.1M |
| Savvy Advisors, Inc. | 0.45% | Add +4.9% | 518,836 | $14.0M |
| Waverly Advisors, LLC | 0.11% | Add +4.4% | 514,916 | $13.9M |
| Arcadia Investment Advisors LLC | 6.41% | Reduce -1.9% | 512,312 | $13.8M |
| Allen Capital Group, LLC | 1.27% | Reduce -1.2% | 511,501 | $13.8M |
| CVA Family Office, LLC | 1.57% | Reduce -0.0% | 506,723 | $13.6M |
| Vise Technologies, Inc. | 0.26% | Add +34.8% | 501,807 | $13.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.32% | Reduce -2.8% | 491,711 | $13.2M |
| Keyvantage Wealth, LLC | 5.65% | Reduce -1.9% | 490,749 | $13.2M |
| Envision Financial LLC | 6.93% | Reduce -2.4% | 487,400 | $13.1M |
| Elite Life Management LLC | 21.09% | Reduce -1.3% | 477,150 | $13.0M |
| CoreCap Advisors, LLC | 0.45% | Add +6.5% | 474,763 | $12.8M |
| G2 Capital Management, LLC / Oh | 3.04% | Reduce -0.4% | 468,439 | $12.6M |
| North Star Asset Management Inc. | 0.51% | Reduce -1.0% | 467,361 | $12.6M |
| SCS Capital Management LLC | 0.13% | Reduce -0.9% | 460,431 | $12.4M |
| Morling Financial Advisors, LLC | 3.89% | Add +2.4% | 458,881 | $12.3M |
| IHT Wealth Management, LLC | 0.30% | Reduce -3.8% | 457,108 | $12.3M |
| Arnold Financial Planning LLC | 12.59% | — | 453,850 | $12.2M |
| Enclave Advisors LLC | 1.73% | Reduce -2.1% | 453,283 | $12.2M |
| American Money Management, LLC | 1.90% | Add +0.7% | 449,535 | $12.1M |
| NewEdge Advisors, LLC | 0.04% | Reduce -2.5% | 446,335 | $12.0M |
| Brand Asset Management Group, Inc. | 3.35% | Reduce -6.9% | 445,522 | $12.0M |
| Frisco Financial Planning LLC | 9.93% | Reduce -0.1% | 441,621 | $11.9M |
| Nations Financial Group Inc, /Ia/ | 0.62% | Add +97.0% | 440,706 | $11.9M |
| Leverty Financial Group, LLC | 2.82% | Add +4.1% | 438,536 | $11.8M |
| Strategic Family Wealth Counselors, L.L.C. | 2.62% | Add +0.3% | 436,678 | $11.7M |
| Foundations Investment Advisors, LLC | 0.15% | Add +14.7% | 433,363 | $11.7M |
| LongView Wealth Management | 2.81% | Reduce -0.7% | 423,920 | $11.6M |
| Farrell Financial LLC | 6.86% | Reduce -1.4% | 432,404 | $11.6M |
| Cooper/Haims Advisors, LLC | 5.27% | Reduce -1.6% | 430,994 | $11.6M |
| Revolve Wealth Partners, LLC | 1.36% | Add +0.6% | 430,740 | $11.6M |
| Yanni & Associates Investment Advisors, LLC | 11.55% | — | 429,291 | $11.6M |
| Mission Wealth Management, LP | 0.23% | Reduce -14.4% | 426,374 | $11.5M |
| NorthRock Partners, LLC | 0.19% | Add +3.5% | 425,946 | $11.5M |
| Avidian Wealth Enterprises, LLC | 0.41% | Reduce -0.7% | 422,207 | $11.4M |
| Elevation Wealth Partners, LLC | 4.01% | Reduce -3.9% | 420,588 | $11.3M |
| Farnam Financial LLC | 8.46% | Reduce -19.8% | 417,539 | $11.2M |
| Ballast Financial Advisors LLC | 11.51% | — | 415,341 | $11.2M |
| Guardian Financial Partners, LLC | 4.67% | Add +1.7% | 411,728 | $11.1M |
| R. W. Roge & Company, Inc. | 5.35% | Reduce -0.1% | 402,404 | $10.8M |
| Apollon Wealth Management, LLC | 0.19% | Reduce -4.2% | 398,972 | $10.7M |
| MBA Advisors LLC | 4.33% | Add +0.8% | 398,945 | $10.7M |
| MML Investors Services, LLC | 0.03% | Add +6.5% | 396,335 | $10.7M |
| Wealthcare Advisory Partners LLC | 0.21% | Reduce -5.3% | 395,945 | $10.7M |
| CAP Partners, LLC | 6.00% | Add +0.9% | 393,585 | $10.6M |
| United Advisor Group, LLC | 1.34% | Reduce -0.2% | 387,160 | $10.4M |
| Renaissance Technologies | 0.02% | New | 385,900 | $10.4M |
| K2 Financial Inc. | 8.02% | Add +2.2% | 380,612 | $10.4M |
| PFG Advisors | 0.50% | Add +10.6% | 381,661 | $10.3M |
| Peachtree Investment Partners, LLC | 3.38% | Add +47.0% | 378,722 | $10.2M |
| Ieq Capital, LLC | 0.03% | Reduce -1.0% | 375,238 | $10.1M |
| Grant Street Asset Management, Inc. | 2.03% | Add +0.5% | 374,339 | $10.1M |
| Capital Squared Financial LLC | 7.84% | Add +4.4% | 373,636 | $10.1M |
| Attessa Capital LLC | 5.48% | Reduce -1.2% | 372,815 | $10.0M |
| Global Endowment Management, LP | 1.22% | Reduce -3.0% | 363,887 | $9.8M |
| Wealth Enhancement Trust Services, Inc. | 1.23% | — | 362,898 | $9.8M |
| RTD Financial Advisors, Inc. | 1.17% | Reduce -5.3% | 357,136 | $9.6M |
| Thrivent Financial for Lutherans | 0.02% | New | 355,840 | $9.6M |
| U.S. Capital Wealth Advisors, LLC | 0.25% | Add +0.1% | 355,523 | $9.6M |
| Asset Dedication, LLC | 0.63% | Reduce -12.4% | 355,323 | $9.6M |
| Lee Financial Co | 1.29% | Reduce -0.0% | 355,199 | $9.6M |
| Planning Alternatives Ltd. | 1.20% | Reduce -4.9% | 354,436 | $9.5M |
| Consilium Wealth Advisory, LLC | 3.52% | Reduce -0.8% | 354,116 | $9.5M |
| Legacy Private Trust Co. | 0.56% | Add +2.1% | 352,523 | $9.5M |
| Advisory Services Network, LLC | 0.13% | Reduce -9.1% | 351,911 | $9.5M |
| AlphaCore Capital LLC | 0.21% | Add +5.0% | 349,120 | $9.4M |
| Blueprint Investment Partners LLC | 1.00% | Add +5.1% | 348,420 | $9.4M |
| Lido Advisors, LLC | 0.04% | Add +1.9% | 344,030 | $9.2M |
| VSM Wealth Advisory, LLC | 2.71% | New | 335,557 | $9.0M |
| Meramec Financial Planners, LLC | 3.50% | — | 330,039 | $9.0M |
| Element Wealth, LLC | 3.72% | Reduce -1.1% | 333,799 | $9.0M |
| Private Advisor Group, LLC | 0.04% | Reduce -12.4% | 330,827 | $8.9M |
| Oakwell Private Wealth Management, LLC | 1.65% | No change | 327,846 | $8.8M |
| Walkner Condon Financial Advisors LLC | 1.21% | Reduce -2.3% | 322,496 | $8.7M |
| Dakota Wealth Management | 0.15% | Add +138.1% | 315,026 | $8.5M |
| Gradient Investments LLC | 0.13% | Add +6.7% | 310,835 | $8.4M |
| Circle Wealth Management, LLC | 0.13% | No change | 310,300 | $8.4M |
| Monetary Solutions, Ltd | 8.10% | — | 305,547 | $8.2M |
| Trivium Point Advisory, LLC | 0.83% | Add +0.5% | 304,946 | $8.2M |
| Bank of New York Mellon Corp | 0.00% | Add +34.9% | 304,729 | $8.2M |
| Patriot Investment Management Group, Inc. | 0.52% | Reduce -15.6% | 304,560 | $8.2M |
| Argent Capital Management LLC | 0.23% | Add +1867.3% | 304,137 | $8.2M |
| Cahill Financial Advisors Inc. | 0.89% | Reduce -5.8% | 300,798 | $8.1M |
| SWS Partners | 1.95% | Reduce -0.9% | 299,561 | $8.1M |
| Ami Investment Management Inc. | 1.80% | Reduce -0.9% | 297,133 | $8.0M |
| Berkshire Asset Management LLC | 0.35% | Add +4.9% | 296,372 | $8.0M |
| Nicollet Investment Management, Inc. | 2.50% | No change | 293,530 | $7.9M |
| VanderPol Investments L.L.C. | 14.98% | Add +1.5% | 291,822 | $7.9M |
| Raine Group LLC | 72.18% | Reduce -20.0% | 291,323 | $7.8M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -41.9% | 291,236 | $7.8M |
| MBL Wealth, LLC | 0.62% | Add +0.0% | 288,900 | $7.8M |
| Red Tortoise LLC | 3.29% | Reduce -0.1% | 284,936 | $7.7M |
| Harbor Group, Inc. | 1.14% | Reduce -1.1% | 283,218 | $7.6M |
| Arcataur Capital Management LLC | 2.18% | Reduce -1.0% | 282,745 | $7.6M |
| GPM Growth Investors, Inc. | 2.95% | Reduce -1.8% | 281,209 | $7.6M |
| Barden Capital Management, Inc. | 6.21% | Add +5.7% | 281,185 | $7.6M |
| Financial Synergies Wealth Advisors, Inc. | 0.73% | Reduce -1.4% | 279,943 | $7.5M |
| Curbstone Financial Management Corp | 1.44% | Add +2.9% | 279,240 | $7.5M |
| Rosenberg Matthew Hamilton | 1.55% | Reduce -3.0% | 278,480 | $7.5M |
| Segall Bryant & Hamill, LLC | 0.10% | New | 276,549 | $7.4M |
| Arbor Trust Wealth Advisors, LLC | 3.23% | Reduce -1.6% | 274,898 | $7.4M |
| Medallion Wealth Advisors, LLC | 2.48% | Add +14.1% | 274,661 | $7.4M |
| Summit Financial Consulting LLC | 5.35% | Add +9.0% | 273,802 | $7.4M |
| Tempus Wealth Planning, LLC | 1.67% | Add +3.5% | 271,393 | $7.3M |
| Cynosure Group, LLC | 0.74% | Reduce -0.7% | 271,079 | $7.3M |
| Flputnam Investment Management Co. | 0.11% | Reduce -51.7% | 270,198 | $7.3M |
| Droms Strauss Advisors Inc. /Mo/ | 1.91% | Reduce -3.3% | 269,200 | $7.2M |
| AE Wealth Management LLC | 0.04% | Add +185.2% | 267,933 | $7.2M |
| Ignite Planners, LLC | 1.10% | Add +27.2% | 264,683 | $7.2M |
| Gradient Capital Advisors, LLC | 1.84% | Reduce -5.0% | 265,860 | $7.2M |
| Madden Advisory Services, Inc. | 2.88% | Reduce -1.9% | 265,784 | $7.2M |
| Castle Wealth Management LLC | 2.36% | Reduce -13.7% | 264,354 | $7.1M |
| Phillips Financial Management, LLC | 0.45% | Add +2.1% | 262,108 | $7.1M |
| Sentinel Pension Advisors, LLC | 1.08% | Add +5.0% | 261,273 | $7.0M |
| Bartlett & Co. Wealth Management LLC | 0.09% | Reduce -3.5% | 259,978 | $7.0M |
| Triangle Securities Wealth Management | 1.47% | Add +0.7% | 258,864 | $7.0M |
| Sfmg, LLC | 0.47% | Add +0.4% | 258,348 | $7.0M |
| Signature Estate & Investment Advisors LLC | 0.14% | Add +7.5% | 258,002 | $6.9M |
| Cannon Capital Management, Inc. | 5.95% | — | 251,453 | $6.8M |
| Krilogy Financial LLC | 0.23% | Reduce -2.3% | 247,400 | $6.8M |
| Johnson Financial Group, LLC | 0.42% | Add +149.7% | 251,219 | $6.8M |
| Floyd Financial Group LLC | 4.56% | Add +7.0% | 248,078 | $6.7M |
| Sage Mountain Advisors LLC | 0.36% | No change | 249,841 | $6.7M |
| Klingenstein Fields & Co. LP | 0.25% | Add +0.4% | 249,361 | $6.7M |
| Legacy Financial Group, Inc. | 1.73% | Reduce -0.9% | 245,696 | $6.6M |
| Van Cleef Asset Management,Inc | 0.67% | Add +8.8% | 245,409 | $6.6M |
| Somerset Group LLC | 4.97% | Add +2.6% | 242,111 | $6.6M |
| WealthPlan Investment Management, LLC | 0.42% | Reduce -0.8% | 244,761 | $6.6M |
| Citigroup Inc. | 0.00% | Add +3.1% | 244,451 | $6.6M |
| Tudor Investment Corporation | 0.04% | Reduce -0.6% | 243,483 | $6.6M |
| Van Strum & Towne Inc. | 1.83% | Add +0.4% | 242,971 | $6.5M |
| Jacobs Equity LLC | 6.28% | — | 242,302 | $6.5M |
| Birchbrook, Inc. | 3.24% | Reduce -1.3% | 241,632 | $6.5M |
| Mutual Advisors, LLC | 0.14% | Reduce -0.3% | 238,730 | $6.4M |
| Blair William & Co. | 0.02% | Add +3.4% | 237,237 | $6.4M |
| Rothschild Wealth LLC | 0.61% | Add +426.0% | 236,402 | $6.4M |
| Range Advisory, LLC | 1.62% | — | 233,587 | $6.3M |
| Gambit Capital Management, LLC | 4.48% | — | 232,847 | $6.3M |
| Cornerstone Wealth Advisors, Inc. | 1.45% | Reduce -1.4% | 231,516 | $6.2M |
| Natixis Advisors, LLC | 0.01% | Add +2.8% | 230,765 | $6.2M |
| Aspiriant, LLC | 0.18% | Reduce -1.1% | 227,400 | $6.1M |
| Simplicity Wealth,LLC | 0.36% | Add +5.6% | 227,302 | $6.1M |
| Santori & Peters, Inc. | 2.06% | Reduce -1.1% | 224,672 | $6.0M |
| Wealthspire Retirement, LLC | 0.37% | Reduce -15.9% | 224,315 | $6.0M |
| Brighton Jones LLC | 0.22% | Add +0.8% | 222,605 | $6.0M |
| U S Wealth Group, Llc. | 3.94% | Reduce -1.9% | 221,950 | $6.0M |
| Eagle Capital Management, LLC | 2.17% | Add +1.8% | 221,585 | $6.0M |
| J.W. Cole Advisors, Inc. | 0.14% | Add +0.6% | 261,189 | $6.0M |
| Game Plan Financial Advisors, LLC | 2.59% | Reduce -0.1% | 200,946 | $6.0M |
| Hamrick Investment Counsel, llc | 4.42% | — | 220,683 | $5.9M |
| Vanguard Personalized Indexing Management, LLC | 0.06% | No change | 218,496 | $5.9M |
| Valmark Advisers, Inc. | 0.07% | Reduce -0.2% | 217,183 | $5.8M |
| Bailard, Inc. | 0.13% | Reduce -0.7% | 215,359 | $5.8M |
| Omega Financial Group, LLC | 1.90% | Reduce -6.3% | 212,649 | $5.7M |
| Clearview Wealth Advisors LLC | 3.62% | Reduce -0.4% | 212,105 | $5.7M |
| RMG Wealth Management LLC | 0.73% | Add +9461.4% | 196,774 | $5.7M |
| Montis Financial, LLC | 1.11% | Reduce -3.5% | 208,185 | $5.6M |
| Ausdal Financial Partners, Inc. | 0.26% | Reduce -5.5% | 207,807 | $5.6M |
| Dorato Capital Management | 4.19% | — | 204,668 | $5.6M |
| Thrive Wealth Management, LLC | 0.82% | Add +0.0% | 206,932 | $5.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +9.3% | 203,961 | $5.5M |
| Mengis Capital Management, Inc. | 0.97% | Add +1.9% | 203,959 | $5.5M |
| Pathstone Holdings, LLC | 0.02% | Add +1.0% | 202,715 | $5.5M |
| Sigma Investment Counselors Inc. | 0.27% | Reduce -5.7% | 200,548 | $5.4M |
| SageView Advisory Group, LLC | 0.18% | Reduce -2.6% | 197,838 | $5.3M |
| YHB Investment Advisors, Inc. | 0.37% | Add +34.7% | 197,478 | $5.3M |
| Bank of Montreal | 0.00% | Reduce -4.4% | 196,651 | $5.3M |
| Ring Mountain Capital, LLC | 2.69% | Reduce -1.3% | 192,128 | $5.3M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +4.7% | 192,708 | $5.2M |
| Bigelow Investment Advisors, LLC | 2.02% | Reduce -8.1% | 192,311 | $5.2M |
| Sowell Financial Services LLC | 0.19% | Add +15.2% | 191,046 | $5.1M |
| Axxcess Wealth Management, LLC | 0.09% | Add +37.4% | 187,363 | $5.0M |
| TD Private Client Wealth LLC | 0.11% | Add +2.9% | 186,757 | $5.0M |
| Tenret Co LLC | 2.53% | No change | 185,345 | $5.0M |
| Asset Planning Services Inc. /La/ | 2.19% | Reduce -2.5% | 183,892 | $4.9M |
| Missouri Trust & Investment Co | 1.45% | Add +1.4% | 183,385 | $4.9M |
| Selby Wealth Management, LLC | 1.98% | — | 182,490 | $4.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.4% | 181,894 | $4.9M |
| Muirfield Wealth Advisors LLC | 3.56% | Reduce -3.0% | 180,497 | $4.9M |
| Hantz Financial Services, Inc. | 0.07% | Add +21.5% | 179,681 | $4.8M |
| Winthrop Advisory Group LLC | 0.41% | Reduce -1.9% | 179,187 | $4.8M |
| Atria Investments, Inc | 0.05% | Reduce -47.3% | 178,136 | $4.8M |
| Denver PWM, LLC | 1.59% | No change | 194,727 | $4.8M |
| Waterloo Capital, L.P. | 0.34% | Reduce -4.5% | 176,788 | $4.8M |
| Code Waechter LLC | 3.05% | Reduce -2.5% | 176,500 | $4.7M |
| Bradley Foster & Sargent Inc. | 0.07% | Reduce -0.8% | 176,432 | $4.7M |
| Cambridge Financial Group, LLC | 1.65% | Add +0.6% | 193,372 | $4.7M |
| Elmwood Wealth Management, Inc. | 1.48% | Reduce -1.7% | 174,493 | $4.7M |
| Peak Financial Management, Inc. | 1.21% | Reduce -4.2% | 173,800 | $4.7M |
| Integrated Advisors Network LLC | 0.21% | Reduce -1.9% | 173,203 | $4.7M |
| Cathy Pareto & Associates, Inc. | 3.21% | Add +0.7% | 171,950 | $4.6M |
| Carr Financial Group Corp | 1.22% | Reduce -2.6% | 170,881 | $4.6M |
| Creekside Partners | 1.94% | Reduce -8.0% | 170,371 | $4.6M |
| Sand Hill Global Advisors, LLC | 0.16% | Add +6.1% | 169,616 | $4.6M |
| Ironwood Wealth Management, LLC. | 1.34% | Reduce -1.7% | 169,446 | $4.6M |
| Valeo Financial Advisors, LLC | 0.10% | Reduce -14.4% | 169,350 | $4.6M |
| Asset Management Group, Inc. | 0.74% | Reduce -2.9% | 169,019 | $4.5M |
| Hollencrest Capital Management | 0.16% | Reduce -0.0% | 166,611 | $4.5M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.5% | 166,304 | $4.5M |
| Global Retirement Partners, LLC | 0.08% | Add +218.6% | 165,907 | $4.5M |
| RMR Wealth Builders | 0.36% | Add +0.2% | 165,014 | $4.4M |
| Chapman Financial Group, LLC | 3.02% | Reduce -2.0% | 164,881 | $4.4M |
| First Foundation Advisors | 0.17% | Add +0.7% | 164,561 | $4.4M |
| Shelton Wealth Management, LLC | 1.92% | Reduce -2.5% | 163,460 | $4.4M |
| Fort Vancouver Investment Management, LLC | 2.35% | Reduce -1.0% | 163,335 | $4.4M |
| Rwa Wealth Partners, LLC | 0.05% | Add +15.2% | 162,412 | $4.4M |
| Berkeley, Inc | 1.39% | Reduce -18.9% | 162,225 | $4.4M |
| Park Avenue Securities LLC | 0.04% | Add +7.3% | 160,670 | $4.3M |
| Parallel Advisors, LLC | 0.08% | Reduce -30.5% | 158,784 | $4.3M |
| Summit Financial Strategies, Inc. | 0.35% | No change | 158,218 | $4.3M |
| Naples Global Advisors, LLC | 0.32% | Add +4.8% | 157,931 | $4.2M |
| Values Added Financial LLC | 1.79% | Reduce -0.5% | 157,718 | $4.2M |
| MeadowBrook Investment Advisors LLC | 3.68% | Reduce -0.6% | 157,532 | $4.2M |
| Paulson Wealth Management Inc. | 0.97% | Reduce -11.2% | 156,674 | $4.2M |
| Hutchens & Kramer Investment Management Group, LLC | 1.45% | Reduce -6.2% | 155,694 | $4.2M |
| Diversify Advisory Services, LLC | 0.13% | Reduce -0.7% | 152,147 | $4.2M |
| Procyon Advisors, LLC | 0.21% | Reduce -0.9% | 154,435 | $4.2M |
| Summit Place Financial Advisors, LLC | 2.00% | Reduce -1.7% | 153,777 | $4.1M |
| WJ Financial Advisors LLC | 3.65% | Add +0.8% | 152,176 | $4.1M |
| Meridian Wealth Management, LLC | 0.14% | Reduce -0.2% | 152,173 | $4.1M |
| Poehling Capital Management, INC. | 0.84% | No change | 151,707 | $4.1M |
| NewEdge Wealth, LLC | 0.05% | No change | 151,399 | $4.1M |
| John Boyer, Inc. | 4.14% | Add +0.1% | 151,166 | $4.1M |
| Godsey & Gibb, Inc. | 0.36% | Add +7.8% | 150,688 | $4.1M |
| Maia Wealth LLC | 0.69% | Reduce -7.3% | 150,988 | $4.1M |
| ETF Store, Inc. | 4.01% | Add +0.1% | 146,022 | $3.9M |
| Beaumont Financial Advisors, LLC | 0.26% | Add +0.0% | 145,349 | $3.9M |
| Pittenger & Anderson Inc. | 0.15% | Add +6.6% | 144,831 | $3.9M |
| Pacific Capital Wealth Advisors, Inc. | 0.67% | Reduce -1.3% | 144,753 | $3.9M |
| Sharkey, Howes & Javer | 0.49% | Reduce -5.1% | 142,482 | $3.8M |
| Exencial Wealth Advisors, LLC | 0.12% | Reduce -13.0% | 141,719 | $3.8M |
| Cornerstone Financial Management LLC | 3.58% | — | 141,622 | $3.8M |
| Milestone Asset Management Group, LLC | 2.15% | Add +8.5% | 141,270 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +16.9% | 140,721 | $3.8M |
| Advisors Management Group Inc. | 0.69% | Reduce -2.5% | 140,514 | $3.8M |
| Payne Capital LLC | 3.83% | Add +26.5% | 139,632 | $3.8M |
| Summit Trail Advisors, LLC | 0.06% | Reduce -0.6% | 138,362 | $3.7M |
| Commerce Bank | 0.02% | Add +3.9% | 137,349 | $3.7M |
| RCW Management, LLC | 3.73% | — | 137,219 | $3.7M |
| Phil A. Younker & Associates, Ltd. | 2.57% | No change | 136,750 | $3.7M |
| Ballast Rock Private Wealth LLC | 2.29% | — | 136,460 | $3.7M |
| Elser Financial Planning, Inc | 2.64% | Reduce -0.3% | 135,471 | $3.6M |
| Armbruster Capital Management, Inc. | 0.61% | Reduce -0.0% | 134,880 | $3.6M |
| Penobscot Wealth Management | 1.12% | Reduce -1.4% | 134,459 | $3.6M |
| Voisard Asset Management Group, Inc. | 0.78% | Reduce -4.5% | 134,031 | $3.6M |
| Crusonia Wealth Advisors LLC | 0.79% | — | 133,988 | $3.6M |
| Hurlow Wealth Management Group, Inc. | 0.88% | Reduce -0.5% | 133,392 | $3.6M |
| Pinion Investment Advisors, LLC | 0.88% | Reduce -0.4% | 133,333 | $3.6M |
| Indivisible Partners | 0.39% | — | 132,924 | $3.6M |
| Authentikos Wealth Advisory, LLC | 2.36% | New | 132,790 | $3.6M |
| Ameritas Advisory Services, LLC | 0.13% | Add +391.1% | 132,272 | $3.6M |
| Condor Capital Management | 0.29% | Reduce -0.8% | 132,261 | $3.6M |
| Wealth Group Ltd | 0.79% | Add +0.4% | 131,666 | $3.5M |
| 1900 Wealth Management LLC | 0.23% | Add +0.9% | 130,713 | $3.5M |
| VERITY Wealth Advisors | 2.18% | Reduce -0.0% | 130,613 | $3.5M |
| Wedmont Private Capital | 0.12% | Reduce -12.5% | 128,614 | $3.5M |
| Ewa, LLC | 0.85% | Add +1209.3% | 129,447 | $3.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +1.9% | 127,718 | $3.4M |
| Exchange Traded Concepts, LLC | 0.03% | Add +245380.8% | 127,650 | $3.4M |
| Ocean Park Asset Management, LLC | 0.16% | New | 127,622 | $3.4M |
| Lazard Asset Management LLC | 0.01% | No change | 126,942 | $3.4M |
| Flower City Capital | 1.74% | Add +8.9% | 126,843 | $3.4M |
| Fagan Associates, Inc. | 0.46% | Reduce -2.7% | 126,835 | $3.4M |
| Seros Financial, LLC | 1.99% | Add +41.8% | 126,019 | $3.4M |
| Broadview Financial Management, LLC | 2.26% | Reduce -0.9% | 125,690 | $3.4M |
| Roundview Capital LLC | 0.21% | Reduce -1.1% | 125,552 | $3.4M |
| GW Henssler & Associates Ltd. | 0.16% | Add +1.5% | 124,235 | $3.3M |
| Tiaa Trust, National Association | 0.01% | Add +0.5% | 123,284 | $3.3M |
| Western Wealth Management, LLC | 0.15% | Add +5.0% | 122,945 | $3.3M |
| Capital Advisors Inc. | 0.05% | Reduce -0.6% | 122,697 | $3.3M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Add +33.0% | 119,387 | $3.3M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | Add +176.3% | 121,291 | $3.3M |
| Seneca Financial Advisors LLC | 0.99% | Add +0.3% | 120,844 | $3.3M |
| Rovin Capital /Ut/ | 0.86% | Reduce -4.7% | 120,346 | $3.2M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Add +1.2% | 119,175 | $3.2M |
| Zacks Investment Management | 0.02% | Reduce 0.0% | 117,203 | $3.2M |
| Hurley Capital, LLC | 1.74% | Reduce -1.9% | 115,149 | $3.1M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -1.5% | 114,849 | $3.1M |
| Brucke Financial, Inc. | 1.69% | Add +3.1% | 114,734 | $3.1M |
| Kathmere Capital Management, LLC | 0.21% | Reduce -2.2% | 114,080 | $3.1M |
| Next Capital Management LLC | 0.98% | Reduce -1.5% | 113,652 | $3.1M |
| C M Bidwell & Associates Ltd. | 1.44% | Reduce -2.6% | 113,351 | $3.1M |
| Clear Investment Research, LLC | 5.03% | Reduce -0.3% | 112,662 | $3.0M |
| Midwest Trust Co | 0.04% | Reduce -0.1% | 112,402 | $3.0M |
| JM2 Capital Inc. | 2.43% | — | 112,118 | $3.0M |
| Traphagen Investment Advisors LLC | 0.25% | Reduce -13.1% | 111,561 | $3.0M |
| Mosaic Family Wealth Partners, LLC | 0.33% | Reduce -9.1% | 111,485 | $3.0M |
| WealthShield Partners, LLC | 0.33% | Reduce -0.9% | 110,022 | $3.0M |
| Avior Wealth Management, LLC | 0.09% | Reduce -1.4% | 110,184 | $3.0M |
| Brookstone Capital Management | 0.03% | Add +17.8% | 108,943 | $2.9M |
| Clearstead Advisors, LLC | 0.04% | Reduce -1.2% | 107,705 | $2.9M |
| Apella Capital, LLC | 0.06% | Add +20.9% | 106,932 | $2.9M |
| Bawa N Mallick Trust | 1.06% | No change | 105,900 | $2.8M |
| Zhang Financial LLC | 0.11% | Add +4.1% | 105,883 | $2.8M |
| Front Row Advisors LLC | 0.95% | Reduce -1.6% | 105,626 | $2.8M |
| Westmount Partners, LLC | 0.71% | Add +0.0% | 105,342 | $2.8M |
| Vantage Financial Partners, LLC | 0.58% | Reduce -1.6% | 105,304 | $2.8M |
| First Growth Capital LLC | 2.52% | — | 103,820 | $2.8M |
| Aureum Wealth Management, LLC | 2.62% | — | 104,926 | $2.8M |
| Larson Financial Group LLC | 0.09% | Reduce -3.9% | 102,494 | $2.8M |
| Compass Financial Group, INC | 0.39% | Add +2.6% | 102,430 | $2.8M |
| Joseph P. Lucia & Associates, LLC | 0.99% | Reduce -4.3% | 102,095 | $2.7M |
| Phocas Financial Corp. | 0.35% | Reduce -0.9% | 101,124 | $2.7M |
| BOK Financial Private Wealth, Inc. | 0.17% | Reduce -0.3% | 100,943 | $2.7M |
| GuidedMoney, LLC | 1.45% | — | 100,630 | $2.7M |
| AdvisorNet Financial, Inc | 0.14% | Add +18.2% | 99,858 | $2.7M |
| Vermillion Wealth Management, Inc. | 1.10% | Add +51.4% | 99,499 | $2.7M |
| Mayfair Advisory Group, LLC | 1.03% | Reduce -0.2% | 98,484 | $2.7M |
| CCG Wealth Management, LLC | 1.13% | Add +0.0% | 98,215 | $2.6M |
| Parsons Capital Management Inc. | 0.15% | Add +6.7% | 98,113 | $2.6M |
| Lowery Thomas, LLC | 1.48% | Add +3.8% | 97,559 | $2.6M |
| WLTH Capital Management, LLC | 2.02% | — | 97,040 | $2.6M |
| Signaturefd, LLC | 0.04% | Add +0.5% | 96,681 | $2.6M |
| SouthState Bank Corp | 0.12% | Reduce -12.2% | 96,526 | $2.6M |
| Nottingham Advisors, Inc. | 0.36% | Reduce -26.8% | 96,311 | $2.6M |
| Harbor Asset Planning, Inc. | 2.20% | Reduce -1.3% | 95,549 | $2.6M |
| Capital Investment Advisors, LLC | 0.04% | Add +16.3% | 95,075 | $2.6M |
| Cooper Financial Group | 0.27% | Add +5.2% | 95,040 | $2.6M |
| Holderness Investments Co. | 0.51% | Add +1.7% | 93,978 | $2.5M |
| Plancorp, LLC | 0.08% | Reduce -0.4% | 93,843 | $2.5M |
| Brown Brothers Harriman & Co. | 0.01% | Add +10.4% | 93,745 | $2.5M |
| Rialto Wealth Management, LLC | 0.60% | Add +3.2% | 93,031 | $2.5M |
| Callan Family Office, LLC | 0.05% | No change | 93,000 | $2.5M |
| Cabot Wealth Management Inc. | 0.28% | Reduce -6.9% | 92,606 | $2.5M |
| Wedgewood Investors Inc. | 2.83% | Reduce -4.5% | 92,208 | $2.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.53% | Add +3.5% | 91,653 | $2.5M |
| Daybright Advisory Services, Inc. | 0.66% | — | 91,553 | $2.5M |
| Duncker Streett & Co. Inc. | 0.44% | Reduce -3.5% | 91,524 | $2.5M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Reduce -2.3% | 91,302 | $2.5M |
| Successful Portfolios LLC | 1.25% | Add +2.1% | 89,355 | $2.5M |
| Mitchell Capital Management Co. | 0.44% | Reduce -2.6% | 90,851 | $2.4M |
| S.E.E.D. Planning Group LLC | 0.69% | Reduce -0.9% | 90,228 | $2.4M |
| Capital Advantage, Inc. | 0.33% | Add +0.0% | 90,062 | $2.4M |
| RIA Advisory Group LLC | 0.58% | Reduce -0.3% | 89,641 | $2.4M |
| Sun Financial Inc | 1.34% | — | 89,459 | $2.4M |
| Maridea Wealth Management LLC | 0.36% | New | 89,053 | $2.4M |
| Coastline Complete Wealth LLC | 1.50% | — | 88,735 | $2.4M |
| Relyea Zuckerberg Hanson LLC | 0.24% | No change | 88,562 | $2.4M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -6.3% | 86,855 | $2.3M |
| Stockman Wealth Management, Inc. | 0.27% | Add +0.6% | 86,826 | $2.3M |
| Stordahl Capital Management, Inc. | 0.48% | Reduce -17.9% | 86,553 | $2.3M |
| Aspiring Ventures, LLC | 0.84% | Reduce -13.9% | 86,249 | $2.3M |
| Davidson Trust Co. | 0.96% | No change | 85,608 | $2.3M |
| American Investment Services, Inc. | 0.53% | Reduce -0.8% | 85,578 | $2.3M |
| FAS Wealth Partners, Inc. | 0.15% | Reduce -6.7% | 85,273 | $2.3M |
| Evoke Wealth, LLC | 0.04% | Add +0.5% | 85,265 | $2.3M |
| L.K. Benson & Company, P.C. | 1.15% | Reduce -0.8% | 84,968 | $2.3M |
| Verum Partners LLC | 0.46% | Reduce -6.5% | 84,923 | $2.3M |
| Creative Financial Designs Inc. | 0.14% | Add +9.4% | 84,691 | $2.3M |
| Outfitters Financial LLC | 1.79% | Reduce -3.7% | 84,650 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -4.8% | 84,589 | $2.3M |
| Bull Oak Capital, LLC | 0.93% | Reduce -0.1% | 84,512 | $2.3M |
| RHS Financial, LLC | 1.09% | Reduce -5.2% | 83,033 | $2.2M |
| Pennsylvania Capital Management Inc. | 0.61% | Add +24.6% | 82,997 | $2.2M |
| Worth Asset Management, LLC | 0.94% | Reduce -8.8% | 82,377 | $2.2M |
| Pettyjohn, Wood & White, Inc. | 0.34% | No change | 81,736 | $2.2M |
| Wynn Capital, LLC | 1.06% | No change | 81,015 | $2.2M |
| Moisand Fitzgerald Tamayo, LLC | 0.24% | Reduce -1.6% | 80,604 | $2.2M |
| Riverpoint Wealth Management Holdings, LLC | 0.46% | Add +0.0% | 79,794 | $2.1M |
| Alpha Omega Wealth Management LLC | 0.36% | Reduce -0.3% | 79,710 | $2.1M |
| Clear Point Advisors Inc. | 1.66% | Reduce -6.8% | 79,585 | $2.1M |
| Plotkin Financial Advisors, LLC | 1.04% | Reduce -0.1% | 79,467 | $2.1M |
| IF Advisors, LLC | 1.74% | — | 79,415 | $2.1M |
| Principal Securities, Inc. | 0.03% | Reduce -4.5% | 79,349 | $2.1M |
| Evolution Wealth Management Inc. | 1.76% | Add +0.9% | 78,865 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 78,537 | $2.1M |
| Aspen Investment Management Inc | 0.64% | Add +2.9% | 78,497 | $2.1M |
| Elgethun Capital Management | 0.36% | Reduce -7.9% | 78,465 | $2.1M |
| American Financial Advisors, LLC | 0.27% | Add +6.3% | 78,292 | $2.1M |
| Independent Financial Group, LLC | 0.05% | Add +3.7% | 78,125 | $2.1M |
| Wiser Advisor Group LLC | 2.38% | Add +3.0% | 77,435 | $2.1M |
| Bouchey Financial Group, Ltd. | 0.16% | Reduce -0.5% | 77,364 | $2.1M |
| Keybank National Association | 0.01% | Add +27.2% | 77,149 | $2.1M |
| Main Street Group, LTD | 0.71% | Reduce -0.0% | 76,722 | $2.1M |
| Cross Staff Investments Inc | 1.13% | Add +0.3% | 76,533 | $2.1M |
| 93 Financial Group, LLC | 0.90% | — | 76,464 | $2.1M |
| Simon Quick Advisors, LLC | 0.09% | Reduce -4.2% | 76,443 | $2.1M |
| Victrix Investment Advisors | 0.79% | New | 76,197 | $2.1M |
| Pinnacle Family Advisors, LLC | 0.89% | Reduce -4.9% | 75,146 | $2.0M |
| Paces Ferry Wealth Advisors, LLC | 0.82% | Reduce -1.7% | 75,142 | $2.0M |
| Brown Advisory Inc. | 0.00% | Add +21.4% | 74,071 | $2.0M |
| Market Street Wealth Management Advisors LLC | 0.31% | Reduce -5.8% | 73,943 | $2.0M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Reduce -4.9% | 73,782 | $2.0M |
| Garde Capital, Inc. | 0.12% | Reduce -1.8% | 73,714 | $2.0M |
| Foster Group, Inc. | 0.06% | Add +4.7% | 73,394 | $2.0M |
| Everhart Financial Group, Inc. | 0.18% | Reduce -2.5% | 72,890 | $2.0M |
| Sax Wealth Advisors, LLC | 0.09% | Reduce -0.4% | 72,789 | $2.0M |
| JFS Wealth Advisors, LLC | 0.11% | Reduce -1.5% | 72,425 | $1.9M |
| Oldfather Financial Services, LLC | 0.58% | Add +2.8% | 72,170 | $1.9M |
| Cutler Investment Counsel LLC | 0.20% | Add +0.0% | 72,018 | $1.9M |
| RHL Group, LLC | 1.56% | — | 72,013 | $1.9M |
| MADDEN SECURITIES Corp | 0.59% | Add +4.6% | 71,447 | $1.9M |
| HUB Investment Partners, LLC | 0.05% | Add +19.7% | 71,067 | $1.9M |
| AlTi Global, Inc. | 0.04% | Add +0.3% | 70,153 | $1.9M |
| Compass Ion Advisors, LLC | 0.18% | Reduce -1.3% | 70,113 | $1.9M |
| LBMC Investment Advisors, LLC | 0.12% | No change | 70,093 | $1.9M |
| &partners | 0.01% | Add +7.5% | 67,828 | $1.9M |
| Freestone Capital Holdings, LLC | 0.06% | Reduce -0.5% | 69,688 | $1.9M |
| Per Stirling Capital Management, LLC. | 0.21% | Reduce -0.2% | 69,569 | $1.9M |
| FineMark National Bank & Trust | 0.06% | Reduce -4.5% | 69,438 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -3.3% | 69,141 | $1.9M |
| Integrity Investment Advisors, LLC | 1.02% | New | 69,017 | $1.9M |
| AMG National Trust Bank | 0.04% | Add +1.6% | 68,669 | $1.8M |
| Evanson Asset Management, LLC | 0.10% | Add +2.9% | 68,660 | $1.8M |
| Avant Capital LLC | 1.26% | Add +0.2% | 68,433 | $1.8M |
| Red Reef Advisors LLC | 1.87% | — | 68,258 | $1.8M |
| Warwick Investment Management, Inc. | 0.28% | No change | 67,668 | $1.8M |
| Heartwood Wealth Advisors LLC | 0.17% | No change | 67,623 | $1.8M |
| Vision Capital Management, Inc. | 0.22% | Reduce -1.9% | 66,644 | $1.8M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -3.6% | 66,475 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.11% | Reduce -9.8% | 66,187 | $1.8M |
| Abacus Planning Group, Inc. | 0.24% | Reduce -0.2% | 66,166 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.07% | Reduce -11.2% | 66,135 | $1.8M |
| Emergent Wealth Advisors, LLC | 1.00% | Add +0.1% | 66,088 | $1.8M |
| Seneca House Advisors | 0.66% | Add +15.1% | 65,710 | $1.8M |
| Win Advisors, Inc. | 0.75% | Reduce -36.3% | 65,546 | $1.8M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -7.2% | 65,365 | $1.8M |
| CX Institutional | 0.05% | Add +2.1% | 64,718 | $1.7M |
| Chatham Capital Group, Inc. | 0.25% | Add +2.0% | 64,723 | $1.7M |
| Fifth Third Bancorp | 0.01% | Add +218.7% | 64,666 | $1.7M |
| Northwest Bancshares, Inc. | 0.33% | No change | 64,053 | $1.7M |
| Burk Holdings LLC | 0.82% | Reduce -1.0% | 63,814 | $1.7M |
| Capital Advisors, Ltd. LLC | 0.19% | Reduce -0.2% | 63,570 | $1.7M |
| Womack Financial LLC | 1.26% | Add +30.4% | 63,393 | $1.7M |
| Ironwood Financial, llc | 0.29% | Reduce -3.6% | 61,547 | $1.7M |
| Human Investing LLC | 0.24% | Reduce -2.5% | 62,767 | $1.7M |
| Vanguard Group Inc. | 0.00% | Add +41.0% | 62,486 | $1.7M |
| Weaver Capital Management LLC | 0.36% | Reduce -7.6% | 62,431 | $1.7M |
| Passive Capital Management, LLC. | 0.52% | Add +5.3% | 62,330 | $1.7M |
| Empower Advisory Group, LLC | 0.00% | Reduce -35.8% | 62,185 | $1.7M |
| Cherry Tree Wealth Management, LLC | 0.35% | Add +0.4% | 62,071 | $1.7M |
| IFG Advisory, LLC | 0.07% | Add +2.2% | 61,974 | $1.7M |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -2.8% | 61,858 | $1.7M |
| Carret Asset Management, LLC | 0.16% | Add +5.6% | 61,753 | $1.7M |
| Millennium Capital Advisors, LLC | 0.98% | Reduce -0.7% | 61,504 | $1.7M |
| Family Manage LLC | 0.21% | Reduce -0.7% | 61,278 | $1.6M |
| James J. Burns & Company, LLC | 0.23% | Reduce -2.1% | 61,024 | $1.6M |
| SeaCrest Wealth Management, LLC | 0.17% | Reduce -3.3% | 60,276 | $1.6M |
| Tritonpoint Wealth, LLC | 0.17% | Add +4.0% | 60,990 | $1.6M |
| Lloyd Advisory Services, LLC. | 0.63% | New | 60,773 | $1.6M |
| Westbourne Investments, Inc. | 0.76% | Reduce -1.4% | 60,657 | $1.6M |
| Townsend Asset Management Corp. /NC/ | 0.58% | Reduce -3.2% | 60,747 | $1.6M |
| CWC Advisors, LLC. | 0.79% | Reduce -0.4% | 60,624 | $1.6M |
| Jefferies Financial Group Inc. | 0.01% | No change | 60,288 | $1.6M |
| Capital Management Associates, Inc | 0.36% | Reduce -17.5% | 60,088 | $1.6M |
| Virtue Capital Management, LLC | 0.24% | Add +562.1% | 58,891 | $1.6M |
| Fidelis Capital Partners, LLC | 0.12% | New | 58,944 | $1.6M |
| Evolution Advisers, Inc. | 0.69% | Add +5.6% | 58,899 | $1.6M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | No change | 58,664 | $1.6M |
| Heritage Trust Co | 0.16% | Reduce -21.7% | 58,489 | $1.6M |
| Aull & Monroe Investment Management Corp | 0.79% | Add +2.9% | 58,250 | $1.6M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Reduce -1.3% | 58,060 | $1.6M |
| Ifrah Financial Services, Inc. | 0.40% | Reduce -3.7% | 57,752 | $1.6M |
| Trust Point Inc. | 0.12% | Add +9.2% | 57,413 | $1.5M |
| Glenmede Trust Co. NA | 0.01% | — | 57,177 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | Add +4.4% | 57,142 | $1.5M |
| Lifeworks Advisors, LLC | 0.20% | Reduce -25.6% | 56,768 | $1.5M |
| Pinnacle Wealth Planning Services, Inc. | 0.16% | Reduce -3.8% | 56,616 | $1.5M |
| AssuredPartners Investment Advisors, LLC | 0.23% | Add +344.2% | 56,430 | $1.5M |
| Fortitude Advisory Group L.L.C. | 0.64% | Add +3.4% | 56,305 | $1.5M |
| GenWealth Group, Inc. | 0.26% | Reduce -3.0% | 55,343 | $1.5M |
| Breakwater Investment Management | 0.54% | Reduce -7.3% | 55,893 | $1.5M |
| Clear Creek Financial Management, LLC | 0.12% | Reduce -1.3% | 55,793 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +78.7% | 55,792 | $1.5M |
| Tilia Fiduciary Partners, Inc. | 0.83% | Reduce -1.8% | 55,550 | $1.5M |
| KCM Investment Advisors LLC | 0.05% | No change | 55,499 | $1.5M |
| Revisor Wealth Management LLC | 0.39% | Reduce -14.6% | 54,315 | $1.5M |
| Texas Yale Capital Corp. | 0.04% | Add +0.1% | 54,719 | $1.5M |
| Stone Summit Wealth LLC | 0.40% | Reduce -4.4% | 54,524 | $1.5M |
| KLCM Advisors, Inc. | 0.13% | New | 54,107 | $1.5M |
| Smartleaf Asset Management LLC | 0.06% | Add +21.3% | 53,684 | $1.5M |
| Facet Wealth, Inc. | 0.03% | Add +4.5% | 52,773 | $1.4M |
| Godfrey Financial Associates, Inc. | 1.25% | — | 53,609 | $1.4M |
| Howe & Rusling Inc. | 0.09% | Add +20.4% | 53,284 | $1.4M |
| CGN Advisors LLC | 0.11% | Reduce -9.3% | 52,837 | $1.4M |
| Moneco Advisors, LLC | 0.11% | Add +0.1% | 52,413 | $1.4M |
| Vanguard Capital Wealth Advisors | 1.12% | Reduce -3.7% | 52,136 | $1.4M |
| Capital Analysts, LLC | 0.04% | Add +0.7% | 51,752 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -13.3% | 51,526 | $1.4M |
| SLT Holdings LLC | 0.92% | No change | 51,254 | $1.4M |
| Compound Planning, Inc. | 0.04% | Add +28.8% | 50,919 | $1.4M |
| Veery Capital, LLC | 0.41% | Reduce -1.1% | 50,193 | $1.4M |
| Clarity Capital Advisors, LLC | 0.67% | Add +0.3% | 50,068 | $1.3M |
| Earned Wealth Advisors, LLC | 0.10% | Add +9.3% | 49,925 | $1.3M |
| Edgestream Partners, L.P. | 0.04% | New | 49,847 | $1.3M |
| Vernal Point Advisors, LLC | 0.55% | No change | 49,806 | $1.3M |
| Clayton Financial Group LLC | 0.68% | Add +154.6% | 49,587 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Add +32.7% | 49,538 | $1.3M |
| Evergreen Capital Management LLC | 0.03% | Add +0.0% | 49,372 | $1.3M |
| Ariadne Wealth Management, LP | 0.55% | No change | 49,482 | $1.3M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -0.9% | 49,201 | $1.3M |
| Fort Point Capital Partners LLC | 0.16% | Reduce -4.3% | 48,307 | $1.3M |
| Bfsg, LLC | 0.13% | Add +0.8% | 49,029 | $1.3M |
| Flagship Capital Management Inc. | 0.93% | — | 49,006 | $1.3M |
| Lathrop Investment Management Co. | 0.24% | Reduce -0.5% | 48,580 | $1.3M |
| Lincoln Capital Corp. | 0.46% | Reduce -0.3% | 48,482 | $1.3M |
| Balboa Wealth Partners | 0.22% | Add +91.3% | 48,444 | $1.3M |
| Carnegie Investment Counsel | 0.02% | Add +30.4% | 48,404 | $1.3M |
| Alley Investment Management Company, LLC | 0.15% | Reduce -5.2% | 48,358 | $1.3M |
| Colorado Capital Management, Inc. | 0.48% | Add +0.3% | 47,977 | $1.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.21% | Add +9.1% | 47,313 | $1.3M |
| Amicus Financial Advisors, LLC | 0.35% | — | 46,856 | $1.3M |
| Diversified Trust Co. | 0.02% | No change | 46,788 | $1.3M |
| Comerica Bank | 0.01% | Reduce -1.4% | 46,715 | $1.3M |
| Cassady Wealth & Retirement Planning, LLC | 0.81% | — | 46,315 | $1.2M |
| Lynx Investment Advisory | 0.68% | Add +9.9% | 46,217 | $1.2M |
| Cambridge Advisors Inc. | 0.24% | Add +20.0% | 46,083 | $1.2M |
| Cozad Asset Management Inc. | 0.10% | Reduce -2.0% | 45,640 | $1.2M |
| Ulland Investment Advisors, LLC | 0.98% | Reduce -6.0% | 45,437 | $1.2M |
| Crewe Advisors LLC | 0.11% | Reduce -8.0% | 45,411 | $1.2M |
| Breakthru Advisory Services, LLC | 0.78% | Add +0.1% | 45,378 | $1.2M |
| Westco Advisory Services Inc. | 0.75% | — | 45,349 | $1.2M |
| Michels Family Financial, LLC | 0.89% | Reduce -0.2% | 45,072 | $1.2M |
| FSM Wealth Advisors, LLC | 0.16% | Reduce -2.8% | 44,790 | $1.2M |
| Kondo Wealth Advisors, Inc. | 0.46% | No change | 44,749 | $1.2M |
| Clarity Wealth Advisors, LLC | 0.24% | Add +288.7% | 44,611 | $1.2M |
| HHM Wealth Advisors, LLC | 0.14% | No change | 44,577 | $1.2M |
| Signet Private Wealth LLC | 1.14% | — | 44,203 | $1.2M |
| Everstar Asset Management, LLC | 0.64% | Add +0.0% | 44,065 | $1.2M |
| Aurora Private Wealth, Inc. | 0.78% | — | 43,988 | $1.2M |
| Stewardship Concepts Financial Services LLC | 1.00% | — | 43,918 | $1.2M |
| Directional Asset Management | 1.03% | — | 43,700 | $1.2M |
| Retirement Planning Group, LLC | 0.04% | Add +4.0% | 43,638 | $1.2M |
| St. Nicholas Private Asset Management, Inc. | 1.05% | Reduce -1.4% | 43,354 | $1.2M |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -49.0% | 43,015 | $1.2M |
| Park Capital Management, LLC / WI | 0.83% | Add +11.1% | 43,350 | $1.2M |
| ORG Partners LLC | 0.21% | Reduce -2.0% | 43,332 | $1.2M |
| Sachem Hill LLC | 0.23% | Reduce -0.4% | 43,184 | $1.2M |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +5.3% | 43,160 | $1.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.56% | New | 29,221 | $1.2M |
| Petra Financial Advisors Inc. | 0.68% | Add +3.3% | 42,787 | $1.2M |
| Compass Advisory Group LLC | 0.31% | Reduce -0.4% | 42,759 | $1.2M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -1.1% | 42,715 | $1.1M |
| CDKV Holdings LLC | 0.96% | — | 42,519 | $1.1M |
| Unify Financial Advisors | 1.19% | — | 42,459 | $1.1M |
| Hardin Capital Partners, LLC | 0.54% | Reduce -3.7% | 42,443 | $1.1M |
| Joule Financial, LLC | 0.34% | Reduce -1.1% | 42,383 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -87.1% | 42,245 | $1.1M |
| Orcam Financial Group | 0.84% | Add +0.0% | 41,725 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +12.4% | 41,613 | $1.1M |
| Birchwood Financial Partners, Inc. | 1.10% | — | 40,998 | $1.1M |
| Noble Family Wealth, LLC | 0.23% | No change | 40,905 | $1.1M |
| Econ Financial Services Corp | 0.55% | Reduce -4.1% | 40,720 | $1.1M |
| Bluedoor Private Wealth, LLC | 0.50% | — | 40,620 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +6.5% | 40,439 | $1.1M |
| One Wealth Capital Management, LLC | 0.46% | Add +0.6% | 40,348 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -15.1% | 40,103 | $1.1M |
| Victory Financial Group, LLC | 0.14% | Add +2.2% | 40,092 | $1.1M |
| Twele Capital Management, Inc. | 0.19% | Reduce -0.8% | 40,075 | $1.1M |
| Leading Edge Financial Planning LLC | 0.24% | Reduce -1.1% | 39,806 | $1.1M |
| Robinson Smith Wealth Advisors LLC | 0.73% | No change | 39,698 | $1.1M |
| New England Asset Management Inc. | 0.14% | No change | 39,675 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Add +19.4% | 39,590 | $1.1M |
| Dravo Bay LLC | 0.44% | Reduce -11.3% | 39,562 | $1.1M |
| International Private Wealth Advisors LLC | 0.67% | Reduce -17.3% | 39,510 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.29% | Reduce -0.8% | 39,446 | $1.1M |
| Alternative Investment Advisors, LLC. | 0.46% | Reduce -1.1% | 39,292 | $1.1M |
| Marietta Investment Partners LLC | 0.21% | Add +4.6% | 39,101 | $1.1M |
| Curio Wealth, LLC | 0.37% | Add +4.5% | 38,322 | $1.0M |
| Cura Wealth Advisors, LLC | 0.40% | No change | 38,754 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +19.2% | 38,676 | $1.0M |
| XML Financial, LLC | 0.08% | Add +11.0% | 38,652 | $1.0M |
| Park Edge Advisors, LLC | 0.24% | Reduce -0.9% | 38,649 | $1.0M |
| Farmers Trust Co. | 0.17% | No change | 38,616 | $1.0M |
| Carolina Wealth Advisors, LLC | 0.46% | Reduce -8.8% | 38,321 | $1.0M |
| Root Financial Partners, LLC | 0.05% | Add +35.9% | 38,243 | $1.0M |
| Independent Advisor Alliance | 0.02% | Add +7.5% | 37,957 | $1.0M |
| Argos Wealth Advisors, LLC | 0.27% | — | 37,796 | $1.0M |
| StoneX Group Inc. | 0.04% | Reduce -7.1% | 37,622 | $1.0M |
| Evensky & Katz LLC | 0.06% | Reduce -0.9% | 37,574 | $1.0M |
| Beacon Investment Advisory Services, Inc. | 0.04% | Add +38.9% | 37,466 | $1.0M |
| Stewardship Advisors, LLC | 0.23% | Reduce -2.3% | 37,435 | $1.0M |
| Clark Capital Management Group, Inc. | 0.01% | Add +74.7% | 37,283 | $1.0M |
| Keystone Wealth Services, LLC | 0.21% | Add +8.0% | 37,218 | $1.0M |
| Sovran Advisors, LLC | 0.09% | Reduce -17.2% | 36,550 | $1.0M |
| Plante Moran Financial Advisors, LLC | 0.06% | Add +14.9% | 36,918 | $993K |
| Daymark Wealth Partners, LLC | 0.03% | Add +8.6% | 36,843 | $991K |
| XTX Topco Ltd | 0.03% | Add +131.1% | 36,776 | $990K |
| Pflug Koory, LLC | 0.46% | Add +12.4% | 36,557 | $984K |
| Serenus Wealth Advisors, LLC | 0.19% | Add +1.1% | 45,166 | $978K |
| FF Advisors,LLC | 0.43% | No change | 36,210 | $974K |
| Piscataqua Savings Bank | 0.68% | New | 35,983 | $968K |
| Mirador Capital Partners LP | 0.13% | Reduce -5.5% | 35,908 | $966K |
| Smith Salley Wealth Management | 0.05% | Add +3.6% | 35,831 | $964K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +17.9% | 35,648 | $959K |
| Walker Financial Services, Inc. | 0.35% | Reduce -1.1% | 35,592 | $958K |
| Firestone Capital Management | 0.20% | Reduce -19.9% | 35,587 | $958K |
| National Wealth Management Group, LLC | 0.33% | Reduce -1.6% | 35,504 | $955K |
| Summit Asset Management, LLC | 0.14% | No change | 35,475 | $955K |
| Praetorian Wealth Management, Inc. | 0.19% | Reduce -2.3% | 35,374 | $952K |
| Regal Investment Advisors LLC | 0.06% | Add +9.8% | 35,369 | $952K |
| Mitchell Sinkler & Starr | 0.43% | Add +8.3% | 35,368 | $952K |
| Heritage Investment Group, Inc. | 0.14% | No change | 35,289 | $950K |
| Composition Wealth, LLC | 0.01% | Add +148.0% | 35,042 | $943K |
| Novare Capital Management LLC | 0.07% | Reduce -52.5% | 34,844 | $938K |
| Covington Investment Advisors Inc. | 0.13% | Reduce -4.4% | 34,606 | $931K |
| Daytona Street Capital LLC | 0.72% | — | 34,593 | $931K |
| Landmark Wealth Management, Inc. | 0.35% | Reduce -22.6% | 34,317 | $923K |
| Ritholtz Wealth Management | 0.02% | Add +156.9% | 34,267 | $922K |
| Trellis Wealth Advisors LLC | 0.36% | No change | 34,128 | $918K |
| Advisor Resource Council | 0.33% | New | 33,505 | $918K |
| Horst & Graben Wealth Management LLC | 0.14% | No change | 33,832 | $910K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -53.4% | 33,565 | $903K |
| Spire Wealth Management | 0.03% | Add +9.6% | 33,515 | $902K |
| Entrewealth, LLC | 0.41% | New | 33,093 | $901K |
| Claro Advisors Inc. | 0.12% | Reduce -1.0% | 33,370 | $898K |
| Fulton Breakefield Broenniman LLC | 0.06% | Add +9.9% | 33,345 | $897K |
| Fiduciary Family Office, LLC | 0.26% | No change | 33,177 | $893K |
| Kiley Juergens Wealth Management, LLC | 0.19% | Add +0.2% | 32,732 | $881K |
| Anfield Capital Management, LLC | 0.28% | Add +0.3% | 32,710 | $880K |
| Intrepid Capital Management Inc. | 0.42% | Reduce -48.8% | 32,576 | $877K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +19.8% | 32,563 | $876K |
| CM Wealth Advisors LLC | 0.20% | No change | 32,538 | $876K |
| Alliancebernstein L.P. | 0.00% | New | 32,450 | $873K |
| SVRN Asset Management, LLC | 0.72% | — | 32,400 | $872K |
| Venture Visionary Partners LLC | 0.03% | Reduce -11.6% | 32,371 | $871K |
| Compass Capital Corp. /Ma/ | 0.33% | Reduce -14.7% | 31,915 | $871K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 32,229 | $867K |
| Security Financial Services, INC. | 0.14% | No change | 32,187 | $866K |
| Bernardo Wealth Planning LLC | 0.16% | Add +0.9% | 32,015 | $862K |
| Watershed Private Wealth LLC | 0.26% | Reduce -3.8% | 31,918 | $859K |
| Old Mission Investment Co LLC | 0.21% | New | 31,870 | $858K |
| Rede Wealth, LLC | 0.30% | New | 31,782 | $855K |
| Dana Investment Advisors, Inc. | 0.02% | Add +0.1% | 31,556 | $849K |
| D.A. Davidson & Co. | 0.01% | Add +58.7% | 31,485 | $847K |
| Citizens Financial Group Inc. | 0.01% | Add +0.0% | 31,279 | $842K |
| Catalyst Financial Partners LLC | 0.09% | Reduce -1.7% | 31,215 | $840K |
| Chesapeake Wealth Management | 0.25% | No change | 30,975 | $834K |
| Klingman & Associates, LLC | 0.04% | Reduce -5.5% | 30,778 | $828K |
| Investment Planning Advisors, Inc. | 0.24% | Add +0.2% | 30,641 | $825K |
| Francis Financial, Inc. | 0.16% | Add +100.4% | 30,634 | $824K |
| Crux Wealth Advisors | 0.31% | Add +0.3% | 30,547 | $822K |
| Parkside Financial Bank & Trust | 0.06% | Reduce -1.6% | 30,521 | $821K |
| Disciplined Investors, L.L.C. | 0.54% | Reduce -2.2% | 30,517 | $821K |
| Cascade Financial Partners, LLC | 0.08% | Reduce -9.6% | 30,426 | $819K |
| Arax Advisory Partners | 0.02% | New | 30,395 | $818K |
| ARK & TLK Investments, LLC | 0.22% | No change | 30,306 | $816K |
| LifePlan Financial, LLC | 0.63% | Reduce -3.8% | 30,294 | $815K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +8.3% | 30,272 | $815K |
| Tactive Advisors, LLC | 0.24% | Add +85.4% | 30,141 | $811K |
| Davis Wealth Advisors, LLC | 0.67% | Add +17.2% | 29,999 | $807K |
| Jacobsen Capital Management | 0.26% | Reduce -25.5% | 29,751 | $801K |
| Greenleaf Trust | 0.01% | No change | 29,724 | $800K |
| WealthPLAN Partners, LLC | 0.12% | Reduce -2.4% | 29,605 | $797K |
| Bridgewater Advisors Inc. | 0.05% | Reduce -3.3% | 29,378 | $796K |
| TrueWealth Advisors, LLC | 0.21% | Reduce -0.7% | 29,557 | $795K |
| Continuum Advisory, LLC | 0.08% | Reduce -4.9% | 29,403 | $791K |
| Bedel Financial Consulting, Inc. | 0.09% | Reduce -2.4% | 29,335 | $789K |
| Tanglewood Wealth Management, Inc. | 0.07% | Reduce 0.0% | 29,249 | $787K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | New | 29,246 | $787K |
| Catalyst Investment Management LLC | 0.74% | — | 29,218 | $786K |
| First Financial Bankshares Inc | 0.02% | Reduce -10.4% | 29,171 | $785K |
| Perryman Financial Advisory Inc. | 0.11% | — | 29,092 | $783K |
| Single Point Partners, LLC | 0.15% | No change | 29,072 | $782K |
| L. Roy Papp & Associates, LLP | 0.09% | No change | 28,721 | $773K |
| TFR Capital, LLC. | 0.26% | Add +0.2% | 28,653 | $771K |
| HCR Wealth Advisors | 0.08% | Add +5.0% | 28,562 | $769K |
| WestHill Financial Advisors, Inc. | 0.15% | No change | 28,492 | $767K |
| Retirement Income Solutions, Inc. | 0.13% | No change | 28,455 | $766K |
| GS Investments, Inc. | 0.42% | No change | 28,435 | $765K |
| Foundation Wealth Management, LLC\PA | 0.28% | No change | 28,299 | $762K |
| Impact Capital Partners LLC | 0.22% | Add +0.3% | 27,985 | $753K |
| Smith, Moore & Co. | 0.06% | Add +0.5% | 27,975 | $753K |
| Beaird Harris Wealth Management, LLC | 0.05% | Add +4.5% | 27,922 | $751K |
| M&T Bank Corp | 0.00% | Reduce -0.3% | 27,692 | $745K |
| Aerodigm Wealth, LLC | 0.29% | Add +197.4% | 27,662 | $744K |
| Pacific Park Financial, Inc. | 0.46% | — | 27,380 | $737K |
| Cypress Financial Planning LLC | 0.21% | Reduce -10.8% | 27,140 | $736K |
| Hartline Investment Corp./ | 0.08% | Add +3.6% | 26,798 | $721K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.1% | 26,705 | $719K |
| Kirkwood Financial Services | 0.25% | Reduce -1.2% | 26,660 | $717K |
| Accurate Wealth Management, LLC | 0.09% | Reduce -14.9% | 26,075 | $715K |
| Founders Financial Securities LLC | 0.04% | New | 26,564 | $715K |
| New England Private Wealth Advisors LLC | 0.09% | Add +0.2% | 26,500 | $713K |
| Ascent Group, LLC | 0.02% | Add +1.9% | 26,499 | $713K |
| Goldstein Advisors, LLC | 0.08% | Add +1.5% | 26,484 | $713K |
| BlackDiamond Wealth Management, LLC | 0.35% | Add +2.5% | 26,014 | $712K |
| Oarsman Capital, Inc. | 0.09% | Reduce -1.5% | 26,464 | $712K |
| Trek Financial, LLC | 0.04% | Add +12.3% | 26,405 | $711K |
| American Trust | 0.06% | Reduce -33.2% | 26,280 | $707K |
| Odyssey Capital Advisors, Inc. | 0.63% | — | 26,178 | $704K |
| Harbour Investment Management LLC | 0.37% | No change | 26,034 | $701K |
| Fiduciary Alliance LLC | 0.05% | Add +0.0% | 25,942 | $698K |
| Mgo One Seven LLC | 0.01% | Reduce -3.2% | 25,846 | $696K |
| Mason & Associates, LLC | 0.16% | Reduce -9.8% | 25,671 | $691K |
| Elevated Financial Group LLC | 0.24% | — | 25,509 | $686K |
| Aaron Wealth Advisors LLC | 0.04% | Add +0.3% | 25,411 | $684K |
| John W. Brooker & Co., CPAs | 1.21% | Reduce -35.3% | 25,138 | $676K |
| ATLas Financial Planning LLC | 0.66% | — | 25,094 | $675K |
| Torren Management, LLC | 0.34% | — | 25,069 | $675K |
| Valtinson Bruner Financial Planning LLC | 0.19% | Add +16.2% | 25,059 | $674K |
| Gibson Capital, LLC | 0.12% | No change | 25,049 | $674K |
| Plan A Wealth LLC | 0.33% | Reduce -1.2% | 25,030 | $674K |
| Slow Capital, Inc. | 0.08% | Reduce -1.4% | 25,022 | $673K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -0.8% | 24,865 | $669K |
| Acropolis Investment Management, LLC | 0.03% | Add +3.3% | 24,785 | $667K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -28.5% | 24,725 | $665K |
| B.O.S.S. Retirement Advisors, LLC | 0.21% | New | 24,699 | $665K |
| Pasadena Private Wealth, LLC | 0.09% | Reduce -2.5% | 24,639 | $663K |
| GHP Investment Advisors, Inc. | 0.03% | Reduce -1.2% | 24,515 | $660K |
| Mission Creek Capital Partners, Inc. | 0.13% | No change | 82,127 | $654K |
| Gill Capital Partners, LLC | 0.20% | Add +46.0% | 24,189 | $651K |
| Drake & Associates, LLC | 0.13% | No change | 24,084 | $648K |
| Bennett Selby Investments LP | 0.21% | Add +90.0% | 23,963 | $645K |
| Northwest Capital Management Inc | 2.78% | Reduce -92.3% | 23,875 | $642K |
| Wedbush Securities Inc. | 0.02% | New | 23,858 | $642K |
| Williams & Novak, LLC | 0.48% | Reduce -1.9% | 23,818 | $641K |
| Resurgent Financial Advisors LLC | 0.32% | No change | 23,790 | $640K |
| Clarius Group, LLC | 0.04% | No change | 23,712 | $638K |
| Armstrong Advisory Group, Inc. | 0.04% | Reduce -11.5% | 23,662 | $637K |
| Moseley Investment Management Inc. | 0.20% | No change | 23,541 | $633K |
| Oxford Financial Group, LTD. LLC | 0.03% | Reduce -34.2% | 23,449 | $631K |
| Landmark Wealth Management, LLC | 0.24% | Reduce -3.4% | 23,086 | $621K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -9.2% | 23,064 | $621K |
| First Manhattan Co. Llc. | 0.00% | Reduce -5.2% | 22,986 | $619K |
| PFG Investments, LLC | 0.03% | Add +0.3% | 22,980 | $618K |
| Connecticut Wealth Management, LLC | 0.03% | Add +0.0% | 22,827 | $614K |
| Brio Consultants, LLC | 0.08% | Add +8.0% | 22,704 | $611K |
| Capasso Planning Partners LLC | 0.34% | Reduce -18.8% | 22,664 | $610K |
| Blue Trust, Inc. | 0.01% | Reduce -4.5% | 22,574 | $607K |
| Financial Management Network Inc. | 0.10% | Add +0.3% | 22,370 | $603K |
| Cape Investment Advisory, Inc. | 0.19% | Add +93283.3% | 22,412 | $603K |
| Boyd Wealth Management, LLC | 0.26% | Reduce -0.0% | 22,348 | $601K |
| Heritage Financial Services, LLC | 0.05% | No change | 22,274 | $599K |
| Pioneer Trust Bank N A | 0.14% | No change | 22,222 | $598K |
| Vident Advisory, LLC | 0.01% | Add +21.2% | 22,124 | $595K |
| Leo Wealth, LLC | 0.04% | New | 21,945 | $591K |
| Kure Advisory, LLC | 0.33% | New | 21,746 | $585K |
| Stembrook Asset Management, LLC | 0.55% | — | 21,672 | $583K |
| Ironwood Investment Counsel, LLC | 0.08% | Reduce -4.2% | 21,642 | $582K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -2.1% | 21,519 | $579K |
| Certuity, LLC | 0.04% | Add +0.0% | 21,384 | $575K |
| Prosperity Consulting Group, LLC | 0.03% | Add +59.8% | 21,294 | $573K |
| LCNB Corp. | 0.19% | No change | 21,126 | $569K |
| North Forty Two & Co. | 0.53% | No change | 20,906 | $563K |
| DecisionPoint Financial, LLC | 0.12% | No change | 20,880 | $562K |
| Nolet Wealth Management, LLC | 0.31% | — | 20,860 | $561K |
| Rockwood Wealth Management, LLC | 0.04% | Add +0.2% | 20,842 | $561K |
| Fairman Group, LLC | 0.45% | Reduce -1.9% | 20,835 | $561K |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 20,825 | $560K |
| Morton Capital Management LLC | 0.09% | Add +0.0% | 20,812 | $560K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -3.9% | 20,799 | $560K |
| Grey Ledge Advisors, LLC | 0.13% | Reduce -0.5% | 20,746 | $558K |
| Crestmont Private Wealth LLC | 0.18% | Reduce -0.6% | 20,598 | $554K |
| Evernest Financial Advisors, LLC | 0.12% | Reduce -21.6% | 20,241 | $554K |
| KW Wealth Management LLC | 0.84% | Reduce -0.5% | 20,585 | $554K |
| Beacon Capital Management, LLC | 0.09% | Add +155.4% | 20,514 | $552K |
| First County Bank | 0.29% | Reduce -1.9% | 20,421 | $550K |
| Gainplan LLC | 0.20% | Add +0.1% | 20,228 | $544K |
| Motive Wealth Advisors | 0.23% | Reduce -2.2% | 20,220 | $544K |
| Weik Capital Management | 0.20% | Add +3.1% | 20,145 | $542K |
| ERn Financial, LLC | 0.10% | Add +0.2% | 20,124 | $542K |
| Martel Wealth Advisors LLC | 0.09% | Add +0.0% | 20,085 | $540K |
| Wick Capital Partners, LLC | 0.10% | New | 19,982 | $538K |
| Rf&l Wealth Management, LLC | 0.30% | Add +0.4% | 19,961 | $537K |
| Empirical Asset Management, LLC | 0.15% | Add +14.7% | 19,946 | $537K |
| Colton Groome Financial Advisors, LLC | 0.15% | No change | 19,855 | $534K |
| Taylor & Morgan Wealth Management, LLC | 0.30% | New | 19,837 | $534K |
| Laurel Wealth Advisors LLC | 0.07% | Reduce -0.3% | 19,781 | $532K |
| Carmel Capital Partners, LLC | 0.19% | Add +1.8% | 19,703 | $530K |
| Canal Capital Management, LLC | 0.07% | Add +43.9% | 19,649 | $529K |
| Means Investment Co., Inc. | 0.04% | Add +5.2% | 19,554 | $526K |
| CWA Asset Management Group, LLC | 0.02% | Add +11.3% | 19,475 | $524K |
| Goepper Burkhardt LLC | 0.17% | Reduce -1.0% | 19,447 | $523K |
| Integrated Wealth Management | 0.59% | — | 19,434 | $523K |
| Nwam LLC | 0.03% | Reduce -3.4% | 19,046 | $521K |
| Capital Planning LLC | 0.15% | Reduce -49.7% | 19,289 | $520K |
| Golden Reserve Retirement LLC | 0.10% | New | 19,283 | $519K |
| Uncommon Cents Investing LLC | 0.13% | No change | 19,236 | $518K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -1.3% | 19,131 | $515K |
| Patten & Patten Inc. | 0.03% | Add +10.9% | 19,109 | $514K |
| Retirement Guys Formula LLC | 0.23% | Add +2.5% | 18,942 | $510K |
| Members Trust Co | 0.02% | No change | 18,800 | $506K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -4.1% | 18,795 | $506K |
| Cadent Capital Advisors, LLC | 0.13% | Add +0.1% | 18,780 | $505K |
| NBT Bank, N.A. | 0.03% | Add +3.9% | 27 | $505K |
| Arlington Financial Advisors, LLC | 0.07% | Add +0.3% | 18,742 | $504K |
| Rothschild Investment LLC | 0.03% | Add +45.6% | 18,588 | $500K |
| Round Rock Advisors LLC | 0.08% | No change | 18,572 | $500K |
| Triad Wealth Partners, LLC | 0.05% | Reduce -3.4% | 18,537 | $499K |
| Fisher Asset Management | 0.00% | Reduce -56.1% | 18,474 | $497K |
| GEM Asset Management, LLC | 0.22% | Add +0.0% | 18,204 | $496K |
| Waldron Private Wealth LLC | 0.02% | Reduce -4.9% | 18,376 | $494K |
| Geometric Wealth Advisors | 0.06% | Add +3.2% | 18,315 | $493K |
| Hexagon Capital Partners LLC | 0.09% | Add +12.7% | 18,311 | $493K |
| Liberty Wealth Management LLC | 0.06% | New | 18,271 | $491K |
| Pinnacle Bancorp, Inc. | 0.14% | No change | 18,162 | $489K |
| Rockbridge Investment Management, LCC | 0.05% | Reduce -29.0% | 18,156 | $489K |
| Balanced Rock Investment Advisors LLC | 0.35% | No change | 18,129 | $488K |
| Pathway Financial Advisors LLC | 0.06% | No change | 17,838 | $488K |
| MBE Wealth Management, LLC | 0.20% | Reduce -1.1% | 18,040 | $485K |
| RFG Advisory, LLC | 0.01% | Reduce -9.5% | 17,861 | $481K |
| Bellevue Asset Management, LLC | 0.15% | Add +0.0% | 17,812 | $479K |
| Forum Financial Management, LP | 0.01% | Reduce -0.3% | 17,772 | $478K |
| DDD Partners, LLC | 0.03% | Reduce -0.5% | 17,769 | $478K |
| TPG Advisors LLC | 0.30% | Reduce -0.8% | 17,708 | $477K |
| SageGuard Financial Group, LLC | 0.08% | — | 17,699 | $476K |
| Armor Investment Advisors, LLC | 0.18% | No change | 17,694 | $476K |
| Essex Bank | 0.10% | Reduce -0.8% | 17,698 | $476K |
| Peak Asset Management, LLC | 0.08% | No change | 17,480 | $470K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.9% | 17,478 | $470K |
| Signal Tree Financial Partners LLC | 0.36% | Add +1.8% | 17,475 | $470K |
| Riverview Capital Advisers, LLC | 0.14% | Add +0.3% | 17,470 | $470K |
| Centaurus Financial, Inc. | 0.02% | Add +0.2% | 17,483 | $470K |
| Howard Bailey Securities, LLC | 0.18% | New | 17,427 | $469K |
| DV Trading LLC | 0.04% | — | 17,400 | $468K |
| J. L. Bainbridge & Co., Inc. | 0.04% | Reduce -10.7% | 17,312 | $466K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -28.6% | 17,217 | $463K |
| Grantvest Financial Group LLC | 0.30% | Reduce -0.3% | 17,213 | $463K |
| Blueline Advisors LLC | 0.38% | — | 17,173 | $462K |
| Flagship Private Wealth, LLC | 0.18% | No change | 17,021 | $458K |
| Mainstay Capital Management LLC | 0.04% | No change | 17,004 | $458K |
| First Trust Advisors LP | 0.00% | Reduce -49.2% | 16,956 | $456K |
| Nautilus Advisors LLC | 0.30% | No change | 16,950 | $456K |
| Hudock, Inc. | 0.07% | Add +0.1% | 16,939 | $456K |
| Tobias Financial Advisors, Inc. | 0.06% | No change | 16,881 | $454K |
| Lafayette Investments, Inc. | 0.09% | No change | 16,847 | $453K |
| GK Wealth Management LLC | 0.33% | Reduce -0.3% | 16,801 | $452K |
| Barton Investment Management | 0.05% | No change | 16,800 | $452K |
| Regimen Wealth, LLC | 0.13% | Add +0.3% | 16,780 | $452K |
| One Capital Management, LLC | 0.01% | Reduce -50.6% | 16,654 | $448K |
| Aventus Investment Advisors, Inc. | 0.36% | Reduce -0.3% | 16,633 | $448K |
| Quadrant Private Wealth Management, LLC | 0.07% | Add +54.4% | 16,556 | $446K |
| Titleist Asset Management, LLC | 0.04% | Add +19.0% | 16,542 | $445K |
| Altfest L J & Co. Inc. | 0.05% | Add +1.0% | 16,508 | $444K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | No change | 16,485 | $444K |
| Sonoma Private Wealth LLC | 0.53% | No change | 16,392 | $441K |
| Capstone Financial Advisors, Inc. | 0.02% | Reduce -4.1% | 16,215 | $436K |
| Kane Investment Management, Inc. | 0.21% | Add +49.4% | 16,206 | $436K |
| Coppell Advisory Solutions LLC | 0.04% | Add +0.2% | 15,999 | $434K |
| Emissary Wealth LLC | 0.36% | — | 16,082 | $433K |
| CRA Financial Services, LLC | 0.06% | No change | 16,066 | $432K |
| Principal Financial Group Inc. | 0.00% | Reduce -1.5% | 15,983 | $430K |
| Spreng Capital Management, Inc. | 0.17% | Reduce -0.8% | 15,982 | $430K |
| Cary Street Partners Financial LLC | 0.01% | Add +29.1% | 15,982 | $430K |
| Advisory Alpha, LLC | 0.01% | Add +30.9% | 15,944 | $429K |
| CENTRAL TRUST Co | 0.01% | Add +0.6% | 15,905 | $428K |
| Traub Capital Management LLC | 0.41% | Add +2.6% | 15,891 | $428K |
| Seaside Wealth Management, Inc. | 0.12% | No change | 15,852 | $427K |
| Burton Enright Welch | 0.06% | Reduce -3.4% | 15,842 | $426K |
| Colonial Trust Co / SC | 0.06% | No change | 15,761 | $424K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Add +3.5% | 15,718 | $423K |
| Advisors Capital Management, LLC | 0.01% | Add +6.6% | 15,700 | $422K |
| Strategic Investment Advisors / MI | 0.04% | New | 15,690 | $422K |
| Aspire Growth Partners LLC | 0.29% | Add +0.3% | 15,657 | $421K |
| City Center Advisors, LLC | 0.39% | No change | 15,641 | $421K |
| Guyasuta Investment Advisors Inc. | 0.02% | Add +0.1% | 15,634 | $421K |
| Portus Wealth Advisors, LLC | 0.40% | Add +1.3% | 15,622 | $420K |
| Nicolet Advisory Services, LLC | 0.03% | New | 15,265 | $419K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +12.8% | 15,580 | $419K |
| Associated Banc-Corp | 0.01% | Reduce -2.7% | 15,557 | $419K |
| Aspect Partners, LLC | 0.18% | Reduce -28.1% | 15,546 | $418K |
| Two Sigma Investments, LP | 0.00% | No change | 15,536 | $418K |
| Great Lakes Retirement, Inc. | 0.04% | New | 15,513 | $417K |
| BSW Wealth Partners | 0.05% | Reduce -0.4% | 15,395 | $414K |
| Your Advocates Ltd., LLP | 0.13% | Reduce -9.3% | 15,351 | $413K |
| WPG Advisers, LLC | 0.31% | Reduce -6.0% | 15,332 | $413K |
| Aspen Capital Management, LLC | 0.10% | Add +0.1% | 15,325 | $412K |
| Global Wealth Strategies & Associates | 0.10% | Reduce -0.9% | 15,287 | $411K |
| Romano Brothers and Company | 0.05% | No change | 15,240 | $410K |
| BIP Wealth, LLC | 0.01% | Add +17.5% | 15,172 | $408K |
| Keenan, LLC | 0.36% | — | 15,169 | $408K |
| ProVise Management Group, LLC | 0.03% | Reduce -6.2% | 15,134 | $407K |
| Granite Bay Wealth Management, LLC | 0.10% | Reduce -18.6% | 15,090 | $406K |
| Financial Life Advisors | 0.12% | No change | 15,000 | $404K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -5.0% | 14,940 | $402K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +1.1% | 14,883 | $400K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Add +0.0% | 14,867 | $400K |
| Sound Stewardship, LLC | 0.19% | Add +2.6% | 14,789 | $398K |
| Morton Brown Family Wealth, LLC | 0.11% | Add +19.5% | 14,743 | $397K |
| Paladin Wealth, LLC | 0.27% | No change | 14,544 | $391K |
| Capital Planning Advisors, LLC | 0.05% | New | 14,541 | $391K |
| Cardinal Point Capital Management ULC | 0.03% | Add +43.9% | 14,490 | $390K |
| Cadence Wealth Management LLC | 0.19% | Add +2.9% | 14,389 | $387K |
| Fairway Wealth LLC | 0.10% | No change | 14,373 | $387K |
| Builder Investment Group Inc. | 0.08% | Add +5.1% | 14,284 | $384K |
| Lighthouse Wealth Management Inc. | 0.26% | No change | 14,202 | $382K |
| Financial Designs Corp | 0.22% | No change | 14,172 | $381K |
| Money Concepts Capital Corp. | 0.02% | Add +3.7% | 14,163 | $381K |
| Certior Financial Group, LLC | 0.26% | Reduce -0.6% | 14,149 | $381K |
| Fiducient Advisors LLC | 0.05% | No change | 14,117 | $380K |
| GoalVest Advisory LLC | 0.07% | No change | 14,100 | $379K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +9.8% | 14,008 | $377K |
| Brooklyn Investment Group | 0.02% | Reduce -77.0% | 13,858 | $376K |
| CFO4Life Group, LLC | 0.05% | Add +0.1% | 13,971 | $376K |
| Mindset Wealth Management, LLC | 0.10% | Add +3.9% | 13,962 | $376K |
| Plum Street Advisors, LLC | 0.13% | No change | 13,958 | $376K |
| Westshore Wealth, LLC | 0.12% | Add +0.3% | 13,953 | $375K |
| Cambria Investment Management, L.P. | 0.02% | New | 13,915 | $374K |
| Clarity Financial LLC | 0.03% | Add +7.2% | 13,880 | $374K |
| Panoramic Investment Advisors, LLC | 0.20% | Add +0.2% | 13,878 | $373K |
| Litman Gregory Wealth Management LLC | 0.03% | No change | 13,853 | $373K |
| Pegasus Asset Management, Inc. | 0.11% | No change | 13,846 | $373K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +8.8% | 13,826 | $372K |
| Curtis Advisory Group, LLC | 0.08% | Reduce -0.2% | 13,816 | $372K |
| Waddell & Associates, LLC | 0.03% | Reduce -0.3% | 13,815 | $372K |
| Summitry LLC | 0.02% | New | 13,806 | $372K |
| SeaBridge Investment Advisors LLC | 0.06% | No change | 13,800 | $371K |
| Stonebridge Capital Advisors LLC | 0.03% | Add +31.2% | 13,717 | $369K |
| Brown Wealth Management, LLC | 0.10% | Add +4.5% | 13,631 | $367K |
| Montag A & Associates Inc. | 0.02% | No change | 13,584 | $366K |
| LifeSteps Financial, Inc. | 0.23% | Reduce -3.7% | 13,544 | $364K |
| Modus Advisors, LLC | 0.10% | Reduce -1.7% | 13,526 | $364K |
| Mayport, LLC | 0.07% | Reduce -8.6% | 13,506 | $363K |
| Peterson Wealth Management | 0.27% | Add +0.3% | 13,397 | $361K |
| VestGen Advisors, LLC | 0.02% | Add +43.2% | 13,270 | $357K |
| FC Advisory LLC | 0.10% | Reduce -4.7% | 13,241 | $356K |
| Macroview Investment Management LLC | 0.24% | Reduce -0.9% | 13,201 | $355K |
| Osborne Partners Capital Management, LLC | 0.02% | New | 13,200 | $355K |
| Advyzon Investment Management, LLC | 0.04% | New | 13,177 | $355K |
| Legacy Advisors, LLC | 0.04% | Add +0.3% | 13,175 | $355K |
| Evansbrook LLC | 0.24% | — | 13,110 | $353K |
| ONE Advisory Partners, LLC | 0.11% | New | 13,109 | $353K |
| Curran Financial Partners, LLC | 0.07% | Add +17.4% | 13,107 | $353K |
| Snowden Capital Advisors LLC | 0.01% | Add +4.0% | 13,079 | $352K |
| Aviance Capital Partners, LLC | 0.04% | Add +0.0% | 13,043 | $351K |
| Investment Research Partners LLC | 0.15% | New | 13,000 | $350K |
| Fusion Capital, LLC | 0.10% | Add +0.3% | 12,992 | $350K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -2.8% | 12,945 | $348K |
| Bowman & Co S.C. | 0.15% | Add +0.3% | 12,917 | $348K |
| Contravisory Investment Management, Inc. | 0.07% | Reduce -7.7% | 12,845 | $346K |
| Palouse Capital Management, Inc. | 0.23% | Add +0.5% | 12,842 | $346K |
| Eagle Harbor Asset Management Inc. | 0.29% | Add +0.1% | 12,823 | $345K |
| FinDec Wealth Services, Inc. | 0.37% | No change | 12,797 | $344K |
| Costello Asset Management, INC | 0.11% | Reduce -2.0% | 12,782 | $344K |
| Stonebridge Financial Group, LLC | 0.03% | Add +0.0% | 12,744 | $343K |
| Clearstead Trust, LLC | 0.05% | No change | 12,678 | $341K |
| PTM Wealth Management, LLC | 0.19% | Add +0.3% | 12,477 | $339K |
| Highland Capital Management, LLC | 0.02% | Reduce -22.1% | 12,577 | $338K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -4.7% | 12,527 | $337K |
| Prospera Financial Services Inc | 0.01% | Add +22.2% | 12,516 | $337K |
| Rinkey Investments | 0.09% | No change | 12,507 | $337K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 12,406 | $334K |
| CPC Advisors, LLC | 0.03% | No change | 12,381 | $333K |
| Integrity Advisory Solutions, LLC | 0.05% | Add +57.2% | 12,378 | $333K |
| Opus Capital Group, LLC | 0.04% | No change | 12,384 | $333K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.0% | 12,367 | $333K |
| Tiemann Investment Advisors, LLC | 0.13% | No change | 12,360 | $333K |
| Diversified Investment Strategies, LLC | 0.22% | No change | 12,317 | $331K |
| Stephens Inc. | 0.00% | Add +48.8% | 12,285 | $331K |
| Burling Wealth Partners, LLC | 0.05% | Add +1.7% | 12,255 | $330K |
| Soltis Investment Advisors LLC | 0.02% | Add +4.0% | 12,242 | $329K |
| Smithfield Trust Co | 0.01% | Add +6.1% | 12,178 | $329K |
| QRG Capital Management, Inc. | 0.00% | Add +28.4% | 12,214 | $329K |
| Verity & Verity, LLC | 0.03% | No change | 12,173 | $328K |
| Narwhal Capital Management | 0.02% | Add +9.1% | 12,104 | $326K |
| Motco | 0.03% | No change | 12,098 | $326K |
| Geneos Wealth Management Inc. | 0.01% | Add +8.6% | 12,096 | $325K |
| Berman McAleer LLC | 0.04% | No change | 12,012 | $323K |
| WealthCollab, LLC | 0.13% | Add +1054.5% | 11,984 | $322K |
| Blue Sky Capital Consultants Group, Inc. | 0.14% | New | 11,955 | $322K |
| Secure Asset Management, LLC | 0.05% | Reduce -0.8% | 11,952 | $322K |
| Eastern Bank | 0.01% | No change | 11,952 | $322K |
| MKD Wealth Coaches, LLC | 0.32% | Add +2.4% | 11,950 | $322K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -7.2% | 11,920 | $321K |
| Mather Group, Llc. | 0.00% | Add +42.1% | 11,883 | $320K |
| JSF Financial, LLC | 0.07% | Add +0.3% | 11,871 | $319K |
| Rossby Financial, LCC | 0.10% | Add +209.2% | 11,865 | $319K |
| Falcon Wealth Planning | 0.03% | Add +1.8% | 11,852 | $319K |
| Davis R M Inc. | 0.01% | New | 11,851 | $319K |
| Symphony Financial, Ltd. Co. | 0.04% | Add +29.6% | 11,840 | $319K |
| Shakespeare Wealth Management, LLC | 0.07% | Add +0.0% | 11,830 | $318K |
| Tradition Wealth Management, LLC | 0.02% | Add +0.8% | 11,752 | $316K |
| N.E.W. Advisory Services LLC | 0.02% | Add +0.0% | 11,662 | $314K |
| Koshinski Asset Management, Inc. | 0.02% | Add +7.5% | 11,652 | $314K |
| Warner Financial, Inc. | 0.11% | Add +0.3% | 11,626 | $313K |
| Strategic Wealth Partners, Ltd. | 0.02% | No change | 11,616 | $313K |
| Fortem Financial Group, LLC | 0.08% | Reduce -3.7% | 11,598 | $312K |
| Webster Bank, N. A. | 0.03% | No change | 11,505 | $310K |
| Hippocratic Financial Advisors, LLC | 0.14% | No change | 11,471 | $309K |
| Auctus Advisors LLC | 0.28% | — | 11,429 | $308K |
| Valley Brook Capital Group, Inc. | 0.20% | New | 11,417 | $307K |
| Storen Legacy Partners, LLC | 0.10% | — | 11,374 | $306K |
| Benjamin Edwards Inc. | 0.00% | Add +0.0% | 11,312 | $304K |
| Ellenbecker Investment Group | 0.04% | Reduce -9.3% | 11,294 | $304K |
| Summit Investment Advisory Services, LLC | 0.11% | No change | 11,280 | $304K |
| Accel Wealth Management | 0.08% | Add +22.9% | 11,243 | $303K |
| Safe Harbor Wealth Advisors, LLC | 0.29% | — | 11,132 | $299K |
| GeoWealth Management, LLC | 0.01% | Reduce -6.6% | 11,042 | $297K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +0.6% | 11,012 | $296K |
| Wealthfront Advisers LLC | 0.00% | Reduce -42.4% | 10,961 | $295K |
| Capital Investment Counsel, LLC | 0.04% | Reduce -1.7% | 10,952 | $295K |
| Yarger Wealth Strategies, LLC | 0.13% | New | 10,942 | $294K |
| Index Fund Advisors, Inc. | 0.01% | No change | 10,934 | $294K |
| Dumont & Blake Investment Advisors LLC | 0.07% | Add +0.1% | 10,915 | $294K |
| Pandora Wealth, Inc. | 0.18% | No change | 10,872 | $293K |
| One Day In July LLC | 0.02% | No change | 10,856 | $292K |
| Laurel Oak Wealth Management, LLC | 0.05% | — | 10,824 | $291K |
| Family Investment Center, Inc. | 0.06% | No change | 10,779 | $290K |
| Legacy Wealth Partners, LLC | 0.07% | — | 10,761 | $290K |
| William Howard & Co Financial Advisors Inc | 0.24% | Add +0.3% | 10,721 | $289K |
| Quartz Partners, LLC | 0.11% | Reduce -0.3% | 10,712 | $288K |
| Weatherly Asset Management L. P. | 0.02% | New | 10,645 | $286K |
| Elevation Wealth Management LLC | 0.27% | — | 10,629 | $286K |
| Atticus Wealth Management, LLC | 0.07% | New | 10,617 | $286K |
| SP Asset Management LLC | 0.02% | Add +0.0% | 10,607 | $285K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -2.7% | 10,575 | $285K |
| Bogart Wealth, LLC | 0.01% | Reduce -2.7% | 10,568 | $284K |
| Accredited Investors Inc. | 0.02% | Add +0.1% | 10,563 | $284K |
| Syon Capital LLC | 0.01% | Reduce -5.7% | 10,553 | $284K |
| Aprio Wealth Management, LLC | 0.02% | Add +5.7% | 10,552 | $284K |
| Seven Springs Wealth Group, LLC | 0.08% | No change | 10,542 | $284K |
| WealthBridge Capital Management, LLC | 0.06% | No change | 10,505 | $283K |
| Eley Financial Management, Inc | 0.10% | No change | 10,497 | $282K |
| Austin Wealth Management, LLC | 0.04% | Reduce -14.2% | 10,314 | $281K |
| Intelligence Driven Advisers, LLC | 0.04% | New | 10,420 | $280K |
| Total Investment Management Inc. | 0.04% | Add +0.2% | 10,418 | $280K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 10,395 | $280K |
| Clark Asset Management, LLC | 0.03% | Add +9.9% | 10,361 | $279K |
| Guardian Wealth Advisors, LLC | 0.16% | No change | 10,346 | $278K |
| Foguth Wealth Management, LLC. | 0.04% | — | 10,276 | $277K |
| Quotient Wealth Partners, LLC | 0.01% | No change | 10,296 | $277K |
| PGIM Custom Harvest LLC | 0.00% | No change | 10,206 | $275K |
| Pinney & Scofield, Inc. | 0.16% | No change | 10,197 | $274K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 10,195 | $274K |
| Waterford Advisors, LLC | 0.11% | New | 9,987 | $274K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -19.9% | 10,152 | $273K |
| RAM Investment Partners, LLC | 0.05% | No change | 10,149 | $273K |
| Delta Investment Management, LLC | 0.05% | Add +0.2% | 10,147 | $273K |
| Fiduciary Financial Group, LLC | 0.04% | Add +0.3% | 10,059 | $271K |
| LifeWealth Investments, LLC | 0.09% | New | 10,047 | $270K |
| Crescent Sterling, Ltd. | 0.28% | Add +0.9% | 10,010 | $269K |
| Fairvoy Private Wealth, LLC | 0.06% | Reduce -3.7% | 9,999 | $269K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Add +1.9% | 9,965 | $268K |
| Kovack Advisors, Inc. | 0.01% | New | 9,960 | $268K |
| J. Derek Lewis & Associates Inc. | 0.06% | — | 9,956 | $268K |
| Jim Saulnier & Associates, LLC | 0.14% | Reduce -46.1% | 9,955 | $268K |
| Collective Family Office LLC | 0.06% | Reduce -3.4% | 9,890 | $266K |
| Opal Capital LLC | 0.07% | — | 9,928 | $266K |
| Sensible Money, LLC | 0.08% | No change | 9,884 | $266K |
| Salomon & Ludwin, LLC | 0.02% | No change | 9,789 | $266K |
| Beacon Financial Group | 0.03% | No change | 9,875 | $266K |
| Main Street Research LLC | 0.02% | Reduce -32.3% | 9,835 | $265K |
| South Shore Capital Advisors | 0.19% | — | 9,833 | $265K |
| Penney Financial, LLC | 0.10% | No change | 9,816 | $264K |
| Segment Wealth Management, LLC | 0.02% | No change | 9,789 | $263K |
| Wagner Wealth Management, LLC | 0.06% | Add +0.3% | 9,754 | $262K |
| Shira Ridge Wealth Management | 0.11% | No change | 9,735 | $262K |
| Fearless Solutions, LLC dba Best Invest | 0.16% | Reduce -0.5% | 9,723 | $262K |
| Elm Partners Management LLC | 0.01% | Reduce -5.4% | 9,706 | $261K |
| SMART Wealth LLC | 0.08% | New | 9,673 | $260K |
| Advisor OS, LLC | 0.02% | Add +7.3% | 9,650 | $260K |
| Capital Wealth Planning, LLC | 0.00% | Reduce -0.9% | 9,616 | $259K |
| Courier Capital LLC | 0.01% | Reduce -10.9% | 9,600 | $258K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -4.2% | 9,590 | $258K |
| Golden State Wealth Management, LLC | 0.03% | Add +0.1% | 9,589 | $258K |
| Global Assets Advisory, LLC | 0.07% | Add +17.1% | 9,585 | $258K |
| Black Swift Group, LLC | 0.04% | No change | 9,578 | $258K |
| 25 LLC | 0.08% | Add +8.4% | 9,576 | $258K |
| Pathfinder Wealth Consulting, Inc. | 0.16% | — | 9,559 | $257K |
| Strategic Planning Group, LLC | 0.03% | Add +0.3% | 9,528 | $256K |
| OneAscent Financial Services LLC | 0.02% | Add +6.4% | 9,527 | $256K |
| Financial Advisory Corp | 0.04% | Reduce -1.6% | 9,503 | $256K |
| Patrick M Sweeney & Associates, Inc. | 0.16% | Add +0.0% | 9,469 | $255K |
| Haven Private, LLC | 0.11% | No change | 9,439 | $254K |
| Southeast Asset Advisors, LLC | 0.02% | Reduce -37.6% | 9,416 | $253K |
| Purkiss Capital Advisors LLC | 0.12% | Add +0.0% | 9,411 | $253K |
| Boston Partners | 0.00% | Reduce -11.8% | 9,409 | $253K |
| AA Financial Advisors, LLC | 0.05% | Reduce -6.3% | 9,397 | $253K |
| M3 Advisory Group, LLC | 0.15% | No change | 9,388 | $253K |
| Welch Group, LLC | 0.01% | No change | 9,378 | $252K |
| Affinity Capital Advisors, LLC | 0.03% | Reduce -0.1% | 9,377 | $252K |
| Inlight Wealth Management, LLC | 0.09% | No change | 9,322 | $251K |
| Darrow Company, Inc. | 0.11% | New | 9,320 | $251K |
| Berkeley Capital Partners, LLC | 0.06% | Reduce -3.1% | 9,319 | $251K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -1.1% | 9,278 | $250K |
| LCW Services, LLC | 0.13% | — | 9,265 | $249K |
| Cottage Street Advisors LLC | 0.11% | Add +0.3% | 9,261 | $249K |
| Howard Capital Management Group, LLC | 0.02% | No change | 9,234 | $248K |
| Ellevest, Inc. | 0.03% | New | 9,155 | $246K |
| IAG Wealth Partners, LLC | 0.03% | Reduce -15.8% | 9,141 | $246K |
| Madison Wealth Partners, Inc | 0.04% | Reduce -7.6% | 9,083 | $244K |
| Basepoint Wealth LLC | 0.15% | Reduce -50.9% | 9,048 | $244K |
| Sterling Investment Advisors, Ltd. | 0.04% | Add +1.0% | 9,033 | $243K |
| Bond & Devick Financial Network, Inc. | 0.07% | No change | 9,018 | $243K |
| Wbi Investments, LLC | 0.06% | Reduce -0.6% | 9,015 | $243K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -39.8% | 9,013 | $243K |
| Oakworth Capital, Inc. | 0.01% | Reduce -1.3% | 9,000 | $242K |
| Keel Point, LLC | 0.01% | Add +9.1% | 8,964 | $241K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 8,961 | $241K |
| Sierra Summit Advisors LLC | 0.04% | No change | 8,953 | $241K |
| Lee Danner & Bass Inc. | 0.02% | No change | 8,893 | $239K |
| Intrua Financial, LLC | 0.03% | Reduce -24.2% | 8,869 | $239K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 8,827 | $238K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 8,825 | $237K |
| MKT Advisors LLC | 0.08% | No change | 8,691 | $236K |
| Presidio Capital Management, LLC | 0.07% | No change | 8,772 | $236K |
| Murphy & Mullick Capital Management Corp | 0.17% | No change | 8,759 | $236K |
| Capital Investment Services of America, Inc. | 0.02% | No change | 8,670 | $233K |
| Diversified Portfolios, Inc. | 0.02% | Add +0.0% | 8,601 | $231K |
| Strategic Blueprint, LLC | 0.01% | Add +2.5% | 8,589 | $231K |
| AMJ Financial Wealth Management | 0.06% | Add +9.6% | 8,570 | $231K |
| Capital City Trust Co. | 0.05% | No change | 8,553 | $230K |
| Pin Oak Investment Advisors Inc. | 0.16% | No change | 8,457 | $230K |
| Evercore Wealth Management, LLC | 0.00% | No change | 8,523 | $229K |
| Mattern Wealth Management LLC | 0.04% | No change | 8,496 | $229K |
| Centennial Wealth Advisory LLC | 0.06% | No change | 8,478 | $228K |
| Amara Financial, Llc. | 0.16% | Add +0.3% | 8,451 | $227K |
| Legacy Bridge, LLC | 0.09% | No change | 8,429 | $227K |
| Wealthcare Capital Management LLC | 0.02% | Reduce -81.6% | 8,402 | $226K |
| Rare Wolf Capital LLC | 0.14% | — | 8,400 | $226K |
| Cypress Wealth Services, LLC | 0.03% | Add +0.1% | 8,379 | $225K |
| SOL Capital Management CO | 0.02% | Add +6.4% | 8,350 | $225K |
| Yukon Wealth Management, Inc. | 0.13% | Add +0.3% | 8,252 | $223K |
| WP Advisors, LLC | 0.06% | Add +0.3% | 8,229 | $221K |
| Perspective Wealth Advisors LLC | 0.16% | — | 8,201 | $221K |
| MSH Capital Advisors LLC | 0.05% | New | 8,137 | $219K |
| Virtue Asset Management LLC | 0.18% | Reduce -0.6% | 8,123 | $219K |
| Verus Capital Partners, LLC | 0.01% | Reduce -1.6% | 8,122 | $219K |
| Prostatis Group LLC | 0.05% | No change | 8,113 | $218K |
| LongView Asset Management LLC | 0.15% | New | 8,105 | $218K |
| SYM FINANCIAL Corp | 0.02% | No change | 8,037 | $216K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | No change | 8,018 | $216K |
| D'Orazio & Associates, Inc. | 0.03% | Add +0.0% | 7,980 | $215K |
| SKY-Mountain Capital Management, Inc. | 0.14% | No change | 7,842 | $214K |
| NorthStar Asset Management LLC | 0.10% | Add +0.7% | 7,957 | $214K |
| Beacon Wealthcare LLC | 0.07% | No change | 7,866 | $212K |
| Independent Wealth Network Inc. | 0.06% | Reduce -3.3% | 7,820 | $210K |
| Lawood & Co. | 0.20% | — | 7,800 | $210K |
| Strategic Financial Services, Inc. | 0.01% | No change | 7,691 | $210K |
| Chapin Davis, Inc. | 0.05% | New | 7,783 | $209K |
| Wealth Management Nebraska | 0.02% | Reduce -1.0% | 7,781 | $209K |
| Parthenon LLC | 0.02% | No change | 7,758 | $209K |
| Meridian Investment Counsel Inc. | 0.05% | Add +0.1% | 7,742 | $208K |
| Cornerstone Capital, Inc. | 0.02% | No change | 7,737 | $208K |
| Cypress Capital Group | 0.02% | New | 7,735 | $208K |
| Global Strategic Investment Solutions, LLC | 0.02% | No change | 7,730 | $208K |
| Quadcap Wealth Management, LLC | 0.02% | No change | 7,728 | $208K |
| Factor Wealth Management LTD | 0.04% | Reduce -0.5% | 7,724 | $208K |
| Northern Financial Advisors Inc | 0.24% | Reduce -46.5% | 7,720 | $208K |
| JDM Financial Group LLC | 0.08% | Reduce -33.8% | 7,718 | $208K |
| Choate Investment Advisors | 0.00% | Reduce -22.7% | 7,702 | $207K |
| Wernau Asset Management Inc. | 0.21% | No change | 7,692 | $207K |
| UNIVEST FINANCIAL Corp | 0.01% | Reduce -6.0% | 7,683 | $207K |
| Rock Point Advisors, LLC | 0.05% | Reduce -0.0% | 7,647 | $206K |
| Austin Private Wealth, LLC | 0.02% | Reduce -4.6% | 7,584 | $204K |
| Principia Wealth Advisory, LLC | 0.13% | Add +7.3% | 7,575 | $204K |
| Pursuit Wealth Management LLC | 0.17% | — | 7,561 | $203K |
| Ducere Wealth Management LLC | 0.08% | — | 7,516 | $202K |
| Lesa Sroufe & Co | 0.15% | Reduce -18.3% | 7,509 | $202K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | New | 7,502 | $202K |
| Accent Capital Management, LLC | 0.09% | No change | 7,500 | $202K |
| Sandy Cove Advisors, LLC | 0.06% | New | 7,500 | $202K |
| Osbon Capital Management LLC | 0.19% | — | 7,478 | $201K |
| Jacksonville Wealth Management, LLC | 0.14% | New | 7,473 | $201K |
| Cordgrass Capital Advisors, LLC | 0.05% | Add +1933.1% | 7,441 | $200K |
| Clark Wealth Partners | 0.12% | No change | 7,401 | $199K |
| FWL Investment Management, LLC | 0.05% | No change | 7,050 | $190K |
| Investors Portfolio Services LLC | 0.17% | — | 6,958 | $187K |
| UMB Bank, n.a. | 0.00% | Reduce -4.2% | 6,900 | $186K |
| PDS Planning, Inc | 0.01% | No change | 6,887 | $185K |
| Barnes Dennig Private Wealth Management LLC | 0.18% | No change | 6,546 | $176K |
| Arlington Trust Co LLC | 0.02% | Reduce -98.9% | 6,489 | $175K |
| First Command Advisory Services, Inc. | 0.00% | Add +298.8% | 6,445 | $173K |
| Granville Capital, Inc. | 0.09% | — | 6,300 | $170K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 6,281 | $169K |
| NWK Group, Inc. | 0.06% | No change | 6,241 | $168K |
| Ogorek Anthony Joseph /NY/ | 0.05% | Add +0.0% | 6,208 | $167K |
| Trust Co. of Toledo NA | 0.02% | No change | 6,078 | $164K |
| International Assets Investment Management, LLC | 0.01% | New | 6,061 | $163K |
| Coston, McIsaac & Partners | 0.04% | No change | 5,943 | $159K |
| Operose Advisors LLC | 0.04% | No change | 5,740 | $154K |
| Silver Grove Financial Group, Inc. | 0.13% | New | 5,699 | $153K |
| Dunhill Financial, LLC | 0.05% | Add +1239.4% | 5,612 | $151K |
| SHP Wealth Management | 0.01% | — | 5,583 | $150K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 5,472 | $147K |
| Strategic Advocates LLC | 0.04% | Add +86416.7% | 5,191 | $141K |
| Heritage Wealth Advisors | 0.01% | Add +3.3% | 5,139 | $138K |
| Gables Capital Management Inc. | 0.06% | No change | 5,025 | $135K |
| Planning Project LLC | 0.03% | — | 4,991 | $134K |
| Olistico Wealth, LLC | 0.06% | New | 4,905 | $132K |
| Trust Co | 0.01% | Add +8.1% | 4,646 | $125K |
| Community Bank, N.A. | 0.01% | No change | 4,515 | $121K |
| Alexis Investment Partners, LLC | 0.05% | No change | 4,506 | $121K |
| Dagco, Inc. | 0.03% | No change | 4,500 | $121K |
| Sound Income Strategies, LLC | 0.01% | No change | 4,410 | $121K |
| Stephens Consulting, LLC | 0.04% | Reduce -3.5% | 4,424 | $119K |
| Activest Wealth Management | 0.02% | New | 4,346 | $117K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 4,328 | $116K |
| McGuire Capital Advisors Inc. | 0.07% | — | 4,242 | $114K |
| Integrity Financial Corp | 0.06% | No change | 4,041 | $109K |
| Cardiff Park Advisors, LLC | 0.01% | Add +87.3% | 4,022 | $108K |
| North Star Investment Management Corp. | 0.01% | Reduce -6.2% | 4,022 | $108K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | New | 3,890 | $105K |
| Robbins Farley | 0.05% | Reduce -40.2% | 3,738 | $101K |
| Glassman Wealth Services | 0.01% | Reduce -38.3% | 3,702 | $100K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 3,615 | $97K |
| Triumph Capital Management | 0.02% | New | 3,518 | $95K |
| Richards, Merrill & Peterson, Inc. | 0.04% | Reduce -10.8% | 3,494 | $94K |
| Rice Partnership, LLC | 0.01% | Reduce -50.1% | 3,453 | $93K |
| HM Payson & Co. | 0.00% | Add +28.1% | 3,366 | $91K |
| High Note Wealth, LLC | 0.02% | No change | 3,312 | $89K |
| Kingdom Financial Group LLC. | 0.03% | New | 3,241 | $87K |
| Cornerstone Planning Group LLC | 0.01% | Add +5.1% | 3,080 | $84K |
| McIlrath & Eck, LLC | 0.01% | Add +22.5% | 3,021 | $81K |
| CGC Financial Services, LLC | 0.02% | No change | 3,000 | $81K |
| Crews Bank & Trust | 0.01% | Reduce -1.4% | 2,999 | $81K |
| SJS Investment Consulting Inc. | 0.01% | No change | 2,943 | $79K |
| First Pacific Financial | 0.01% | No change | 2,897 | $78K |
| American Capital Advisory, LLC | 0.03% | Add +0.3% | 2,755 | $74K |
| Caitlin John, LLC | 0.05% | No change | 2,739 | $74K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 2,721 | $73K |
| Avion Wealth | 0.02% | No change | 2,728 | $73K |
| Citizens National Bank Trust Department | 0.01% | No change | 2,688 | $72K |
| Essential Partners LLC | 0.02% | Add +0.1% | 2,668 | $72K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 2,665 | $72K |
| Atlantic Private Wealth, LLC | 0.04% | New | 2,577 | $69K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,552 | $69K |
| Frazier Financial Advisors, LLC | 0.04% | Add +3.0% | 2,418 | $65K |
| Navalign, LLC | 0.02% | New | 2,403 | $65K |
| Hoey Investments, Inc. | 0.01% | No change | 2,390 | $64K |
| Balentine LLC | 0.00% | No change | 2,349 | $63K |
| Strategic Investment Solutions, Inc. | 0.02% | No change | 2,343 | $63K |
| Davis Capital Management | 0.04% | Reduce -0.1% | 2,326 | $63K |
| Smallwood Wealth Investment Management, LLC | 0.03% | Reduce -0.3% | 2,174 | $59K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.2% | 2,133 | $57K |
| Financial Perspectives, Inc | 0.02% | Add +0.3% | 2,130 | $57K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -3.3% | 2,101 | $57K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 2,100 | $57K |
| Tsfg, LLC | 0.01% | No change | 2,025 | $54K |
| GW&K Investment Management, LLC | 0.00% | Reduce -5.2% | 2,025 | $54K |
| Roble, Belko & Company, Inc | 0.01% | Add +2124.1% | 1,935 | $52K |
| City State Bank | 0.01% | No change | 1,878 | $51K |
| Key Capital Management, INC | 0.05% | — | 1,872 | $50K |
| Lodestone Wealth Management LLC | 0.02% | New | 1,872 | $50K |
| PFS Partners, LLC | 0.02% | No change | 1,785 | $48K |
| Bokf, NA | 0.00% | No change | 1,764 | $47K |
| HighMark Wealth Management LLC | 0.02% | Add +0.3% | 1,739 | $47K |
| Manning & Napier Advisors LLC | 0.00% | No change | 1,693 | $46K |
| Concord Wealth Partners | 0.01% | No change | 1,680 | $45K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,560 | $42K |
| Ransom Advisory, Ltd | 0.02% | New | 1,500 | $40K |
| GAMMA Investing LLC | 0.00% | No change | 1,481 | $40K |
| Acumen Wealth Advisors, LLC | 0.01% | — | 1,465 | $39K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 1,444 | $39K |
| West Paces Advisors Inc. | 0.01% | No change | 1,406 | $38K |
| Delta Asset Management LLC | 0.00% | No change | 1,350 | $36K |
| TFC Financial Management, Inc. | 0.00% | Add +0.3% | 1,327 | $36K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.3% | 1,315 | $35K |
| Bulwark Capital Corp | 0.03% | Reduce -72.6% | 1,306 | $35K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 1,287 | $35K |
| Versant Capital Management, Inc | 0.00% | Add +0.3% | 1,276 | $34K |
| Tidemark, LLC | 0.01% | Add +474.3% | 1,275 | $34K |
| Orion Capital Management LLC | 0.01% | No change | 1,214 | $33K |
| Tucker Asset Management LLC | 0.01% | Add +9.4% | 1,168 | $31K |
| SIMA Wealth Partners, LLC | 0.02% | Add +0.3% | 1,131 | $30K |
| Prudent Man Investment Management, Inc. | 0.01% | No change | 1,127 | $30K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1,093 | $29K |
| Optima Capital LLC | 0.01% | New | 1,062 | $29K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,050 | $28K |
| Archer Investment Corp | 0.01% | Add +0.3% | 1,047 | $28K |
| Luminist Capital LLC | 0.03% | No change | 1,000 | $27K |
| Team Financial Group, LLC | 0.01% | Add +0.3% | 996 | $27K |
| Key Financial Inc | 0.00% | No change | 992 | $27K |
| New Republic Capital, LLC | 0.01% | No change | 978 | $26K |
| IFC & Insurance Marketing, Inc. | 0.02% | — | 913 | $25K |
| Align Financial, LLC | 0.01% | — | 24,466 | $24K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -59.8% | 902 | $24K |
| 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% | No change | 894 | $24K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -37.7% | 886 | $24K |
| Noble Wealth Management PBC | 0.01% | No change | 867 | $23K |
| Valued Wealth Advisors LLC | 0.01% | No change | 846 | $23K |
| Paladin Advisory Group, LLC | 0.02% | No change | 826 | $22K |
| Westside Investment Management, Inc. | 0.00% | No change | 823 | $22K |
| POM Investment Strategies, LLC | 0.01% | No change | 810 | $22K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 799 | $22K |
| KERR FINANCIAL PLANNING Corp | 0.03% | Add +100.0% | 796 | $21K |
| High Point Wealth Management, LLC | 0.02% | — | 784 | $21K |
| Networth Advisors, LLC | 0.01% | — | 716 | $19K |
| 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 |
| Glen Eagle Advisors, LLC | 0.00% | New | 600 | $16K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 595 | $16K |
| Prosperity Bancshares Inc | 0.01% | — | 582 | $16K |
| Cypress Capital Management LLC (WY) | 0.02% | No change | 578 | $16K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -5.0% | 556 | $15K |
| Maseco LLP | 0.00% | New | 514 | $14K |
| CFG Wealth Management Services, Inc. | 0.01% | — | 495 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 490 | $13K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +0.4% | 459 | $12K |
| Main Management LLC | 0.00% | No change | 456 | $12K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 441 | $12K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 441 | $12K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 438 | $12K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 417 | $11K |
| Robinswood Financial LLC | 0.00% | No change | 387 | $10K |
| Kilter Group LLC | 0.00% | Add +5.7% | 370 | $10K |
| Quadrant Capital Group LLC | 0.00% | No change | 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% | Add +0.4% | 280 | $8K |
| MTM Investment Management, LLC | 0.00% | No change | 240 | $6K |
| Greenline Wealth Management LLC | 0.01% | — | 238 | $6K |
| Tompkins Financial Corp. | 0.00% | No change | 237 | $6K |
| DB Fitzpatrick & Co, Inc | 0.01% | Add +19.3% | 235 | $6K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 225 | $6K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 219 | $6K |
| Solstein Capital, LLC | 0.00% | No change | 204 | $5K |
| Cheviot Value Management, LLC | 0.00% | No change | 192 | $5K |
| Virtus Advisers, LLC | 0.00% | Reduce -7.7% | 169 | $5K |
| United Financial Planning Group LLC | 0.00% | Add +0.6% | 169 | $5K |
| Graney & King, LLC | 0.00% | No change | 160 | $4K |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 160 | $4K |
| First Horizon Corp. | 0.00% | No change | 150 | $4K |
| Bessemer Group Inc. | 0.00% | New | 160 | $4K |
| Founders Financial Alliance, LLC | 0.00% | No change | 144 | $4K |
| Seneschal Advisors, LLC | 0.00% | No change | 139 | $4K |
| Quent Capital, LLC | 0.00% | New | 133 | $4K |
| NFSG Corp | 0.00% | No change | 125 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 117 | $3K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 108 | $3K |
| Simplex Trading, LLC | 0.00% | New | 82 | $2K |
| Camelot Portfolios, LLC | 0.00% | New | 78 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | — | 61 | $2K |
| TCTC Holdings, LLC | 0.00% | No change | 39 | $1K |
| Creative Capital Management Investments LLC | 0.00% | New | 37 | $996 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 24 | $657 |
| Sittner & Nelson, LLC | 0.00% | No change | 24 | $654 |
| HFM Investment Advisors, LLC | 0.00% | No change | 17 | $448 |
| Friedenthal Financial | 0.00% | Add +16.7% | 14 | $377 |
| Redwood Park Advisors LLC | 0.00% | No change | 10 | $274 |
| Atomic Invest LLC | 0.00% | — | 10 | $272 |
"% 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.