Schwab US Large-Cap ETFSCHXETF
13F holders, Q1 2026 (March 31)1,545holders −12
74new positions
79sold out
4famous investors
$25.77avg. 13F price*
At the end of Q1 2026, 1,545 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings, down 12 from Q4 2025. 74 opened new positions and 79 sold out. The largest holders were US Bancorp \de ($3.7B), Creative Planning ($2.1B) and HBK Sorce Advisory LLC ($1.0B). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $113.5M |
| Exits | 79 | $48.1M |
All 13F filers, Q4 2025 → Q1 2026: 64,123,227 shares bought and 88,293,517 shares sold, net −24,170,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,545 holders
| US Bancorp \de | 4.51% | Reduce -27.9% | 145,061,220 | $3.7B |
| Creative Planning | 1.43% | Reduce -1.8% | 82,270,037 | $2.1B |
| HBK Sorce Advisory LLC | 20.64% | Add +1.2% | 34,883,439 | $1.0B |
| Moneta Group Investment Advisors LLC | 7.21% | Add +4.3% | 37,368,877 | $958.1M |
| Northwestern Mutual Wealth Management Co. | 0.55% | Add +12.3% | 34,809,568 | $892.5M |
| Sei Investments Co. | 0.77% | Add +5.0% | 32,528,571 | $834.0M |
| Betterment LLC | 1.39% | Add +57.6% | 28,599,516 | $733.3M |
| Sage Financial Group Inc. | 38.55% | Reduce -3.0% | 23,108,501 | $592.5M |
| Captrust Financial Advisors | 0.91% | Add +3.4% | 20,183,412 | $517.5M |
| Cerity Partners LLC | 0.70% | Add +1.0% | 19,184,892 | $491.9M |
| Diversified Enterprises, LLC | 25.56% | Add +7.2% | 18,185,644 | $466.3M |
| HighTower Advisors, LLC | 0.38% | Reduce -1.0% | 14,005,999 | $359.1M |
| Janus Henderson Group PLC | 0.15% | Reduce -0.7% | 12,327,339 | $316.1M |
| Wealth Enhancement Advisory Services, LLC | 0.63% | Reduce -42.3% | 11,009,922 | $284.7M |
| Koss-Olinger Consulting, LLC | 22.55% | Add +4.9% | 10,490,753 | $269.0M |
| Mariner, LLC | 0.31% | Add +1.4% | 10,381,527 | $266.2M |
| Norinchukin Bank, The | 3.05% | No change | 10,180,000 | $261.0M |
| McAdam, LLC | 11.74% | Add +2.3% | 10,166,832 | $260.7M |
| Bank of America Corp. | 0.02% | Add +11.7% | 10,076,451 | $258.4M |
| Mercer Global Advisors Inc. | 0.38% | Reduce -4.4% | 9,928,543 | $254.6M |
| UBS Group AG | 0.04% | Add +672.2% | 9,547,873 | $244.8M |
| Fund Evaluation Group, LLC | 7.31% | Reduce -2.3% | 9,274,544 | $237.8M |
| Prime Capital Investment Advisors, LLC | 2.64% | Reduce -11.1% | 8,900,665 | $228.2M |
| Morgan Stanley | 0.01% | Add +43.3% | 8,606,214 | $220.7M |
| JMG Financial Group, Ltd. | 5.88% | Reduce -1.3% | 8,333,483 | $213.7M |
| Beacon Pointe Advisors, LLC | 1.06% | Add +20.2% | 7,768,711 | $199.2M |
| Kohmann Bosshard Financial Services, LLC | 18.92% | Add +6.4% | 7,583,229 | $194.4M |
| LPL Financial LLC | 0.05% | Reduce -2.1% | 7,538,416 | $193.3M |
| Vantagepoint Investment Advisers LLC | 1.62% | Reduce -1.8% | 7,457,977 | $191.2M |
| Assetmark, Inc. | 0.34% | Add +0.0% | 6,516,389 | $167.1M |
| Corient Private Wealth LP | 0.24% | Reduce -4.8% | 6,725,389 | $165.0M |
| Apriem Advisors | 13.78% | Reduce -8.7% | 5,632,258 | $144.4M |
| Northwest Quadrant Wealth Management, LLC | 28.22% | Reduce -0.1% | 5,294,584 | $135.8M |
| Financial Consulate, Inc. | 16.59% | Reduce -0.2% | 5,192,173 | $133.1M |
| Johnson Investment Counsel Inc. | 1.06% | Add +1.1% | 5,134,222 | $131.6M |
| Farther Finance Advisors, LLC | 1.20% | Add +24.0% | 4,924,387 | $127.2M |
| BlueSky Wealth Advisors, LLC | 16.13% | Reduce -21.4% | 4,885,976 | $125.3M |
| Orgel Wealth Management, LLC | 2.59% | Add +0.3% | 4,691,102 | $120.3M |
| Evermay Wealth Management LLC | 12.42% | Reduce -1.5% | 4,368,968 | $112.0M |
| Envestnet Asset Management Inc. | 0.03% | Add +124.9% | 4,161,626 | $106.7M |
| Charles Schwab Trust Co | 6.92% | Reduce -1.3% | 4,160,348 | $106.7M |
| Steele Capital Management, Inc. | 4.34% | Add +2.5% | 4,082,829 | $104.8M |
| AQR Capital Management | 0.05% | Add +43.8% | 3,987,666 | $102.2M |
| FSA Investment Group, LLC | 39.21% | Add +7.2% | 3,798,994 | $97.4M |
| Curi Capital, LLC | 1.66% | Add +1.8% | 3,627,186 | $93.0M |
| Greenwood Gearhart LLC | 4.88% | Reduce -25.8% | 3,521,321 | $90.3M |
| Meridian Wealth Partners, LLC | 12.32% | Add +2.8% | 3,500,440 | $89.8M |
| Integrated Wealth Concepts LLC | 0.71% | Add +10.7% | 3,487,726 | $89.4M |
| Choreo, LLC | 1.05% | Add +157.6% | 3,338,839 | $85.6M |
| Osaic Holdings, Inc. | 0.12% | Add +18.7% | 3,321,973 | $85.2M |
| Sims Investment Management, LLC | 31.15% | Reduce -3.3% | 3,306,092 | $84.8M |
| Jones Financial Companies LLLP | 0.04% | Add +32.6% | 3,356,239 | $84.1M |
| Focus Partners Wealth | 0.09% | Reduce -0.1% | 3,199,988 | $82.2M |
| BlackRock, Inc. | 0.00% | Add +174.0% | 3,196,324 | $82.0M |
| EP Wealth Advisors, LLC | 0.40% | Reduce -1.0% | 3,184,837 | $81.7M |
| HB Wealth Management, LLC | 0.51% | Add +1.2% | 3,067,334 | $78.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -13.8% | 3,004,368 | $77.0M |
| Cornerstone Advisors Asset Management, LLC | 11.85% | Add +2.7% | 2,994,436 | $76.8M |
| Aptus Capital Advisors, LLC | 0.61% | Add +5.8% | 2,831,944 | $72.6M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +3.6% | 2,826,364 | $72.5M |
| Wealthspire Advisors, LLC | 0.57% | Add +0.2% | 2,822,930 | $72.4M |
| Cresset Asset Management, LLC | 0.31% | Reduce -0.8% | 2,805,728 | $71.9M |
| JPMorgan Chase & Co. | 0.00% | Add +12.8% | 2,873,728 | $71.6M |
| Guardian Wealth Advisors, LLC / NC | 4.52% | Add +5.7% | 2,772,378 | $71.1M |
| Financial Solutions Advisory Group, Inc. | 9.78% | — | 2,760,441 | $70.8M |
| Baker Avenue Asset Management, LP | 1.59% | Add +1.1% | 2,724,434 | $69.9M |
| Jaffetilchin Investment Partners, LLC | 3.93% | Add +0.3% | 2,576,470 | $66.1M |
| Standpoint Asset Management, LLC | 15.95% | Reduce -3.5% | 2,564,300 | $65.7M |
| Savant Capital, LLC | 0.31% | Add +1.5% | 2,500,836 | $64.1M |
| Bangor Savings Bank | 4.97% | Reduce -1.9% | 2,426,254 | $62.2M |
| Berger Financial Group, Inc | 3.40% | Add +1.2% | 2,366,564 | $60.7M |
| Scarborough Advisors, LLC | 6.62% | New | 2,359,231 | $60.5M |
| NewSquare Capital LLC | 5.25% | Add +3.3% | 2,351,837 | $60.3M |
| Legacy Wealth Management, LLC | 3.41% | Add +3.5% | 2,283,449 | $58.5M |
| CacheTech Inc. | 11.15% | Reduce -1.9% | 2,256,916 | $57.9M |
| Financial Management Professionals, Inc. | 6.43% | Add +1.6% | 2,234,687 | $57.3M |
| Alliance Wealth Management Group | 12.21% | Reduce -1.6% | 2,176,358 | $55.8M |
| Towercrest Capital Management | 8.69% | Reduce -1.6% | 2,176,358 | $55.8M |
| Northeast Financial Group, Inc. | 14.61% | Add +8.0% | 2,141,313 | $54.9M |
| Adams Wealth Management | 11.87% | Reduce -0.3% | 2,108,404 | $54.1M |
| Modern Wealth Management, LLC | 0.93% | Add +4.4% | 2,088,892 | $54.0M |
| McGlone Suttner Wealth Management, Inc. | 7.12% | Reduce -1.1% | 2,097,595 | $53.8M |
| Wells Fargo & Company | 0.01% | Reduce -6.5% | 2,097,360 | $53.8M |
| Valley National Advisers Inc. | 6.79% | Add +3.8% | 2,045,472 | $52.4M |
| Chicago Partners Investment Group LLC | 1.15% | Add +5.8% | 1,835,007 | $51.5M |
| Pure Financial Advisors, LLC | 0.74% | Add +0.7% | 1,989,152 | $51.0M |
| Red Door Wealth Management, LLC | 5.15% | Reduce -2.7% | 1,931,755 | $49.5M |
| Royal Bank of Canada | 0.01% | Add +9.0% | 1,922,851 | $49.3M |
| Bleakley Financial Group, LLC | 0.77% | Add +1.1% | 1,911,179 | $49.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +238.1% | 1,900,806 | $48.7M |
| United Capital Financial Advisors, LLC | 0.29% | Reduce -2.2% | 1,861,938 | $47.8M |
| RKL Wealth Management LLC | 4.30% | Reduce -13.3% | 1,861,871 | $47.7M |
| IMA Advisory Services, Inc. | 4.64% | Add +3.6% | 1,851,852 | $47.5M |
| Appleton Partners Inc. | 3.30% | Add +0.0% | 1,846,870 | $47.4M |
| SigFig Wealth Management, LLC | 1.38% | Add +18.5% | 1,833,652 | $47.0M |
| Visionary Wealth Advisors | 2.07% | Add +4.0% | 1,822,755 | $46.7M |
| Richardson Capital Management LLC | 22.23% | Add +2.8% | 1,795,988 | $46.0M |
| Harbour Investments, Inc. | 0.71% | Add +0.3% | 1,781,564 | $45.7M |
| Courage Miller Partners, LLC | 12.56% | Reduce -0.6% | 1,735,166 | $44.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -15.8% | 1,726,629 | $44.3M |
| Kavar Capital Partners Group, LLC | 5.51% | Add +2.9% | 1,714,405 | $44.0M |
| Quantinno Capital Management LP | 0.07% | Add +3.9% | 1,669,784 | $42.8M |
| World Investment Advisors | 0.68% | Reduce -2.9% | 1,646,543 | $42.2M |
| Cetera Investment Advisers | 0.04% | Add +16.6% | 1,589,316 | $40.8M |
| FIDELIS iM, LLC | 15.42% | Add +5.7% | 1,588,906 | $40.7M |
| Ascension Capital Advisors, Inc. | 12.67% | Add +27.3% | 1,569,703 | $40.2M |
| Newman Dignan & Sheerar, Inc. | 8.43% | Add +1.4% | 1,559,842 | $40.0M |
| Fortis Capital Management LLC | 5.16% | Add +12.3% | 1,505,206 | $38.6M |
| Wilmington Savings Fund Society, FSB | 0.92% | Reduce -2.4% | 1,501,436 | $38.5M |
| Waverly Advisors, LLC | 0.29% | Add +191.6% | 1,501,411 | $38.5M |
| FMR LLC | 0.00% | Add +3.3% | 1,476,983 | $37.9M |
| Pinkerton Wealth, LLC | 3.44% | Reduce -3.8% | 1,406,337 | $37.8M |
| D.B. Root & Company, LLC | 9.01% | Add +0.8% | 1,471,484 | $37.7M |
| Morris Financial Concepts, Inc. | 12.76% | Add +2.9% | 1,465,453 | $37.6M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -3.7% | 1,459,429 | $37.4M |
| Matrix Trust Co | 6.19% | Reduce -0.3% | 1,452,739 | $37.2M |
| Modera Wealth Management, LLC | 0.44% | Reduce -3.3% | 1,446,603 | $37.1M |
| Schneider Downs Wealth Management Advisors, LP | 4.04% | Add +0.5% | 1,427,777 | $36.6M |
| Access Financial Services, Inc. | 12.97% | Reduce -6.1% | 1,426,767 | $36.6M |
| Ashton Thomas Private Wealth, LLC | 0.86% | Add +0.7% | 1,417,367 | $36.3M |
| Sequoia Financial Advisors, LLC | 0.20% | Reduce -0.5% | 1,413,731 | $36.2M |
| Valicenti Advisory Services Inc. | 7.87% | Add +5.7% | 1,408,154 | $36.1M |
| Sherwood Financial Partners, LLC | 31.12% | Reduce -2.3% | 1,372,684 | $35.2M |
| Foster Victor Wealth Advisors, LLC | 2.01% | Add +2.7% | 1,282,553 | $35.1M |
| True Freedom Investing, LLC | 2.69% | Add +14.9% | 1,365,636 | $35.0M |
| Belpointe Asset Management LLC | 1.26% | Reduce -8.8% | 1,343,042 | $34.4M |
| Ballast Advisors LLC | 9.96% | Add +5.0% | 1,335,277 | $34.2M |
| FPC Investment Advisory, Inc. | 17.03% | Add +13.5% | 1,213,540 | $34.1M |
| Ashford Advisors, LLC | 7.93% | Reduce -2.1% | 1,327,249 | $34.0M |
| Cornerstone Wealth Group, LLC | 2.19% | Reduce -3.8% | 1,222,961 | $34.0M |
| St. Louis Trust Co | 3.96% | Add +2.1% | 1,324,361 | $34.0M |
| L2 Asset Management, LLC | 3.20% | Add +127.6% | 1,313,675 | $33.7M |
| Athena Investment Management | 17.38% | Add +0.0% | 1,306,822 | $33.5M |
| Main Street Financial Solutions, LLC | 2.45% | Add +3.9% | 1,306,516 | $33.5M |
| Bernard Wealth Management Corp. | 14.26% | Reduce -3.4% | 1,303,397 | $33.4M |
| Dynamic Advisor Solutions LLC | 1.04% | Add +2.8% | 1,281,779 | $32.9M |
| Fortis Capital Advisors, LLC | 4.29% | Reduce -9.3% | 1,277,209 | $32.7M |
| Embree Financial Group | 3.81% | Reduce -11.6% | 1,262,181 | $32.4M |
| Gleason Group, Inc. | 3.19% | Reduce -2.4% | 1,256,774 | $32.2M |
| HRC Wealth Management, LLC | 15.22% | Add +0.4% | 1,256,740 | $32.2M |
| Ethos Financial Group, LLC | 2.33% | Add +1.9% | 1,242,003 | $31.8M |
| MAI Capital Management | 0.18% | Reduce -0.0% | 1,223,921 | $31.4M |
| Stifel Financial Corp. | 0.03% | Add +2.5% | 1,214,806 | $31.1M |
| Perigon Wealth Management, LLC | 0.56% | Add +4.1% | 1,205,151 | $30.9M |
| Powers Advisory Group, LLC | 10.88% | Add +0.4% | 1,203,797 | $30.9M |
| Anchor Investment Management, LLC | 2.55% | Add +1.8% | 1,193,362 | $30.6M |
| Christensen, King & Associates Investment Services, Inc. | 12.64% | Add +0.7% | 1,149,357 | $29.5M |
| Csenge Advisory Group | 1.33% | Add +2.0% | 1,128,488 | $28.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -45.7% | 1,125,275 | $28.9M |
| OneDigital Investment Advisors LLC | 0.28% | Reduce -1.8% | 1,124,711 | $28.8M |
| Gordian Advisors LLC | 18.85% | Reduce -0.5% | 1,103,450 | $28.3M |
| Provident Wealth Management, LLC | 8.37% | Reduce -0.1% | 1,078,998 | $27.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.47% | Reduce -6.9% | 1,052,984 | $27.0M |
| Destination Wealth Management | 0.70% | Reduce -26.3% | 1,043,918 | $26.8M |
| Kelman-Lazarov, Inc. | 3.79% | Add +1.2% | 1,032,101 | $26.5M |
| St. Johns Investment Management Company, LLC | 11.06% | Add +0.9% | 1,024,781 | $26.3M |
| Milestone Investment Advisors LLC | 6.25% | Reduce -1.0% | 1,008,736 | $25.9M |
| Clearwater Capital Advisors, LLC | 1.98% | Add +5.6% | 958,308 | $24.6M |
| Manchester Financial Inc. | 4.71% | Add +4.2% | 957,802 | $24.6M |
| Sage Financial Management Group, Inc. | 7.51% | Add +0.2% | 952,828 | $24.4M |
| Salem Investment Counselors Inc. | 0.71% | Add +0.3% | 940,055 | $24.1M |
| Essex LLC | 4.25% | Add +0.3% | 938,695 | $24.1M |
| Allworth Financial LP | 0.10% | Reduce -6.6% | 932,919 | $23.9M |
| GEN Financial Management, INC. | 14.78% | Add +3.9% | 931,113 | $23.9M |
| Lowe Brockenbrough & Co. Inc. | 1.18% | Reduce -2.0% | 926,419 | $23.8M |
| Sound View Wealth Advisors Group, LLC | 1.60% | Reduce -4.2% | 917,699 | $23.5M |
| Bell Investment Advisors, Inc | 3.62% | Add +1.6% | 901,405 | $23.1M |
| Lutz Financial Services LLC | 1.53% | Add +22.3% | 890,800 | $22.8M |
| Ancora Advisors LLC | 0.48% | Reduce -2.0% | 885,800 | $22.7M |
| Asset Allocation Strategies LLC | 4.00% | Add +3.4% | 877,990 | $22.5M |
| Valley Forge Investment Consultants Inc. Adv | 6.67% | Reduce -1.1% | 868,405 | $22.3M |
| Up Strategic Wealth Investment Advisors LLC | 13.85% | Add +6.3% | 763,704 | $22.0M |
| Almanack Investment Partners, LLC. | 3.71% | Reduce -25.0% | 856,721 | $22.0M |
| Orion Porfolio Solutions, LLC | 0.19% | Reduce -7.0% | 850,727 | $21.8M |
| Truepoint, Inc. | 0.48% | Add +1.1% | 845,502 | $21.7M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.57% | Reduce -5.6% | 832,885 | $21.4M |
| Sprinkle Financial Consultants LLC | 9.87% | Reduce -0.8% | 831,190 | $21.3M |
| WBH Advisory Inc. | 1.58% | Reduce -1.3% | 815,782 | $21.1M |
| Blue Bell Private Wealth Management, LLC | 3.01% | Reduce -0.2% | 815,812 | $20.9M |
| Canal Capital Management, LLC | 2.83% | Add +4048.6% | 815,158 | $20.9M |
| White & Co Financial Planning Inc | 14.57% | Reduce -0.3% | 808,391 | $20.7M |
| Koesten, Hirschmann & Crabtree, INC. | 10.07% | Reduce -0.3% | 805,708 | $20.7M |
| Abound Wealth Management | 4.66% | Add +0.3% | 799,274 | $20.5M |
| B & T Capital Management DBA Alpha Capital Management | 2.94% | Reduce -2.0% | 792,079 | $20.3M |
| Alpha Zero LLC | 10.28% | Add +3.9% | 791,788 | $20.3M |
| Black Diamond Financial, LLC | 2.20% | Reduce -1.2% | 787,533 | $20.2M |
| Gladstone Institutional Advisory LLC | 0.74% | Reduce -0.2% | 778,858 | $20.0M |
| Hengehold Capital Management LLC | 1.74% | Reduce -2.7% | 777,851 | $19.9M |
| Mfa Wealth Advisors, LLC | 3.90% | Add +9.9% | 772,020 | $19.8M |
| Summit Financial, LLC | 0.25% | Add +22.7% | 768,276 | $19.7M |
| Truist Financial Corp. | 0.03% | Add +2.1% | 758,980 | $19.5M |
| Merit Financial Group, LLC | 0.14% | Add +3.3% | 749,201 | $19.2M |
| Investors Research Corp | 3.67% | Add +0.9% | 748,048 | $19.2M |
| Tortoise Investment Management, LLC | 1.58% | Add +5.8% | 745,894 | $19.1M |
| MCF Advisors LLC | 0.83% | Reduce -3.6% | 737,216 | $18.9M |
| BlueStem Wealth Partners, LLC | 2.09% | Add +28.4% | 733,431 | $18.8M |
| Family Legacy Financial Solutions, LLC | 15.22% | Add +1.3% | 725,397 | $18.7M |
| Transamerica Financial Advisors, LLC | 1.60% | Reduce -10.2% | 730,585 | $18.7M |
| Sanctuary Advisors, LLC | 0.10% | Add +1.5% | 725,530 | $18.6M |
| Sheets Smith Wealth Management | 2.09% | Add +2.8% | 724,427 | $18.6M |
| Coldstream Capital Management Inc. | 0.23% | Add +4.9% | 722,603 | $18.5M |
| Downshift Financial, LLC | 9.56% | Reduce -11.9% | 660,502 | $18.5M |
| IFP Advisors, Inc | 0.38% | Add +0.3% | 712,987 | $18.3M |
| Summit Financial Consulting LLC | 13.08% | Add +160.3% | 712,672 | $18.3M |
| Moneywise, Inc. | 7.94% | Reduce -4.0% | 709,595 | $18.2M |
| Cornerstone Planning, LLC | 3.99% | Reduce -5.5% | 691,254 | $17.7M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -8.9% | 685,095 | $17.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +1.9% | 682,382 | $17.5M |
| BCS Wealth Management | 3.55% | Reduce -49.5% | 678,434 | $17.4M |
| Stevens Capital Partners | 4.11% | Add +19.0% | 666,106 | $17.1M |
| Leavell Investment Management, Inc. | 0.70% | Reduce -1.3% | 662,085 | $17.0M |
| Jacobi Capital Management LLC | 0.94% | Reduce -7.9% | 658,631 | $16.9M |
| Trinity Legacy Partners, LLC | 3.66% | Add +1.4% | 616,985 | $16.9M |
| Winthrop Capital Management, LLC | 4.33% | Reduce -0.3% | 658,461 | $16.9M |
| Red Cedar Investment Management, LLC | 1.75% | No change | 656,462 | $16.8M |
| Northern Trust Corp. | 0.00% | Add +3.7% | 619,052 | $15.9M |
| Focus Financial Network, Inc. | 0.56% | Reduce -4.5% | 613,359 | $15.7M |
| Cwm, LLC | 0.04% | Reduce -7.2% | 595,053 | $15.3M |
| Wilkins Miller Wealth Management, LLC | 9.22% | Reduce -2.0% | 594,346 | $15.2M |
| Leisure Capital Management | 5.20% | Reduce -9.6% | 578,955 | $14.8M |
| MinichMacGregor Wealth Management, LLC | 2.58% | Add +3.4% | 569,955 | $14.6M |
| Leverty Financial Group, LLC | 3.19% | Add +28.3% | 562,509 | $14.4M |
| Redhawk Wealth Advisors, Inc. | 1.59% | Reduce -7.0% | 561,495 | $14.4M |
| Bluespring Wealth Management, LLC | 1.23% | Reduce -28.7% | 556,304 | $14.3M |
| Debussy Capital Management LP | 1.96% | Add +1.7% | 552,463 | $14.2M |
| Peapack Gladstone Financial Corp. | 0.18% | Add +4.5% | 552,012 | $14.2M |
| Savvy Advisors, Inc. | 0.38% | Add +6.2% | 551,210 | $14.1M |
| Lodestar Private Asset Management LLC | 1.38% | Add +4.7% | 546,669 | $14.0M |
| Elite Life Management LLC | 17.52% | Add +1.1% | 482,444 | $14.0M |
| Arnold Financial Planning LLC | 12.66% | Add +16.4% | 528,506 | $13.6M |
| Vise Technologies, Inc. | 0.27% | No change | 501,807 | $13.5M |
| Councilor Wealth, LLC | 6.55% | Reduce -3.7% | 526,606 | $13.5M |
| Sigma Planning Corp | 0.37% | Reduce -2.0% | 522,948 | $13.4M |
| Caprock Group, LLC | 0.32% | Reduce -3.7% | 519,178 | $13.3M |
| CoreCap Advisors, LLC | 0.45% | Add +9.1% | 518,164 | $13.3M |
| CVA Family Office, LLC | 1.38% | Add +1.0% | 511,892 | $13.1M |
| Strategic Equity Management | 4.93% | Reduce -17.3% | 511,149 | $13.1M |
| Arcadia Investment Advisors LLC | 6.11% | Reduce -1.5% | 504,421 | $12.9M |
| Allen Capital Group, LLC | 1.16% | Reduce -1.9% | 502,045 | $12.9M |
| Equitable Holdings, Inc. | 0.08% | Reduce -18.5% | 472,233 | $12.7M |
| North Star Asset Management Inc. | 0.54% | Add +3.6% | 484,258 | $12.4M |
| Envision Financial LLC | 6.64% | Reduce -1.2% | 481,592 | $12.3M |
| Nations Financial Group Inc, /Ia/ | 0.62% | Add +6.9% | 471,088 | $12.1M |
| G2 Capital Management, LLC / Oh | 2.91% | Reduce -0.2% | 467,675 | $12.0M |
| Keyvantage Wealth, LLC | 5.27% | Reduce -5.0% | 466,364 | $12.0M |
| American Money Management, LLC | 1.89% | Add +3.5% | 465,050 | $11.9M |
| MML Investors Services, LLC | 0.03% | Add +17.1% | 463,946 | $11.9M |
| SCS Capital Management LLC | 0.13% | Add +0.0% | 460,470 | $11.8M |
| Enclave Advisors LLC | 1.66% | Add +0.3% | 454,701 | $11.7M |
| Payne Capital LLC | 10.67% | Add +224.6% | 453,237 | $11.6M |
| LongView Wealth Management | 2.87% | Reduce -1.4% | 418,104 | $11.4M |
| Morling Financial Advisors, LLC | 3.53% | Reduce -2.8% | 446,063 | $11.4M |
| IHT Wealth Management, LLC | 0.27% | Reduce -2.5% | 445,910 | $11.4M |
| K2 Financial Inc. | 8.27% | Add +6.5% | 405,472 | $11.4M |
| Frisco Financial Planning LLC | 9.38% | Add +0.4% | 443,360 | $11.4M |
| Hantz Financial Services, Inc. | 0.17% | Add +146.4% | 442,732 | $11.4M |
| Brand Asset Management Group, Inc. | 2.94% | Reduce -1.1% | 440,537 | $11.3M |
| Yanni & Associates Investment Advisors, LLC | 11.54% | Add +1.2% | 434,250 | $11.1M |
| Farrell Financial LLC | 6.63% | Add +0.1% | 432,743 | $11.1M |
| Strategic Family Wealth Counselors, L.L.C. | 2.88% | Reduce -2.0% | 428,054 | $11.0M |
| Guardian Financial Partners, LLC | 4.59% | Add +3.0% | 424,237 | $10.9M |
| Avidian Wealth Enterprises, LLC | 0.34% | Add +0.2% | 423,120 | $10.8M |
| Ballast Financial Advisors LLC | 11.09% | Add +1.6% | 421,792 | $10.8M |
| Cooper/Haims Advisors, LLC | 5.09% | Reduce -2.1% | 421,757 | $10.8M |
| CAP Partners, LLC | 6.04% | Add +6.0% | 417,005 | $10.7M |
| Revolve Wealth Partners, LLC | 1.38% | Reduce -4.0% | 413,626 | $10.6M |
| Tradewinds Capital Management, LLC | 2.09% | Reduce -65.3% | 411,225 | $10.5M |
| Ieq Capital, LLC | 0.05% | Add +9.5% | 410,899 | $10.5M |
| United Advisor Group, LLC | 1.30% | Add +5.7% | 409,360 | $10.5M |
| PFG Advisors | 0.51% | Add +7.1% | 408,690 | $10.5M |
| NewEdge Advisors, LLC | 0.04% | Reduce -9.0% | 406,248 | $10.4M |
| MBA Advisors LLC | 3.99% | Add +1.6% | 405,467 | $10.4M |
| Elevation Wealth Partners, LLC | 3.71% | Reduce -3.9% | 404,108 | $10.4M |
| NorthRock Partners, LLC | 0.17% | Reduce -5.3% | 403,164 | $10.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.28% | Reduce -20.4% | 391,178 | $10.0M |
| Wealthcare Advisory Partners LLC | 0.19% | Reduce -1.9% | 388,600 | $10.0M |
| Global Endowment Management, LP | 1.11% | Add +6.6% | 387,945 | $9.9M |
| Grant Street Asset Management, Inc. | 1.90% | Add +2.8% | 384,951 | $9.9M |
| Balance Wealth Partners LLC | 3.04% | Reduce -27.4% | 382,254 | $9.8M |
| Apollon Wealth Management, LLC | 0.16% | Reduce -5.4% | 377,338 | $9.7M |
| Capital Squared Financial LLC | 7.29% | Reduce -0.4% | 372,118 | $9.5M |
| R. W. Roge & Company, Inc. | 4.52% | Reduce -8.1% | 369,994 | $9.5M |
| Wealth Enhancement Trust Services, Inc. | 1.14% | Add +1.0% | 366,624 | $9.4M |
| Farnam Financial LLC | 7.70% | Reduce -12.6% | 364,892 | $9.4M |
| Meramec Financial Planners, LLC | 3.71% | Add +1.3% | 334,399 | $9.3M |
| Lido Advisors, LLC | 0.04% | Add +5.7% | 363,701 | $9.3M |
| Attessa Capital LLC | 5.05% | Reduce -2.9% | 362,110 | $9.3M |
| Legacy Private Trust Co. | 0.57% | Add +2.5% | 361,265 | $9.3M |
| Asset Dedication, LLC | 0.65% | Add +1.6% | 361,084 | $9.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +0.1% | 356,282 | $9.1M |
| RTD Financial Advisors, Inc. | 1.12% | Reduce -0.8% | 354,275 | $9.1M |
| U.S. Capital Wealth Advisors, LLC | 0.23% | Reduce -0.6% | 353,258 | $9.1M |
| Mission Wealth Management, LP | 0.19% | Reduce -18.5% | 347,632 | $8.9M |
| Lee Financial Co | 1.25% | Reduce -3.0% | 344,613 | $8.8M |
| Gradient Investments LLC | 0.14% | Add +10.1% | 342,348 | $8.8M |
| Planning Alternatives Ltd. | 1.13% | Reduce -3.4% | 342,298 | $8.8M |
| AlphaCore Capital LLC | 0.21% | Reduce -2.5% | 340,280 | $8.7M |
| VSM Wealth Advisory, LLC | 2.59% | Add +0.9% | 338,441 | $8.7M |
| Walkner Condon Financial Advisors LLC | 1.13% | Add +4.2% | 336,094 | $8.6M |
| Consilium Wealth Advisory, LLC | 2.93% | Reduce -5.3% | 335,208 | $8.6M |
| Element Wealth, LLC | 3.56% | Add +0.4% | 335,085 | $8.6M |
| Advisory Services Network, LLC | 0.11% | Reduce -5.2% | 333,641 | $8.6M |
| Oakwell Private Wealth Management, LLC | 1.50% | Reduce -0.2% | 327,257 | $8.4M |
| Range Advisory, LLC | 1.52% | Add +37.1% | 320,209 | $8.2M |
| Berkshire Asset Management LLC | 0.35% | Add +7.3% | 318,037 | $8.2M |
| Medallion Wealth Advisors, LLC | 2.65% | Add +15.1% | 316,014 | $8.1M |
| Circle Wealth Management, LLC | 0.11% | No change | 310,300 | $8.0M |
| Monetary Solutions, Ltd | 7.58% | Add +0.1% | 305,737 | $7.8M |
| Patriot Investment Management Group, Inc. | 0.50% | Add +0.2% | 305,184 | $7.8M |
| Johnson Financial Group, LLC | 0.52% | Add +20.9% | 303,852 | $7.8M |
| Private Advisor Group, LLC | 0.04% | Reduce -9.0% | 301,153 | $7.7M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +2.7% | 298,997 | $7.7M |
| MBL Wealth, LLC | 0.58% | Add +3.4% | 298,832 | $7.7M |
| GPM Growth Investors, Inc. | 3.18% | Add +4.8% | 294,803 | $7.6M |
| Tudor Investment Corporation | 0.04% | Add +21.1% | 294,754 | $7.6M |
| Nicollet Investment Management, Inc. | 2.57% | Reduce -0.2% | 292,876 | $7.5M |
| Raine Group LLC | 71.06% | Add +0.2% | 291,783 | $7.5M |
| Financial Synergies Wealth Advisors, Inc. | 0.71% | Add +4.2% | 291,648 | $7.5M |
| Ami Investment Management Inc. | 1.67% | Reduce -2.5% | 289,648 | $7.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +40.9% | 287,397 | $7.4M |
| Arcataur Capital Management LLC | 2.05% | Add +1.5% | 286,900 | $7.4M |
| Red Tortoise LLC | 3.09% | Add +0.6% | 286,631 | $7.3M |
| Bartlett & Co. Wealth Management LLC | 0.09% | Reduce -0.1% | 259,680 | $7.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.2% | 285,839 | $7.3M |
| Cynosure Group, LLC | 0.91% | Add +4.3% | 282,868 | $7.3M |
| Barden Capital Management, Inc. | 6.18% | Add +0.2% | 281,825 | $7.2M |
| Curbstone Financial Management Corp | 1.37% | Reduce -0.2% | 278,800 | $7.1M |
| SWS Partners | 1.76% | Reduce -7.0% | 278,445 | $7.1M |
| Ignite Planners, LLC | 1.10% | Add +4.7% | 277,239 | $7.1M |
| Harbor Group, Inc. | 1.03% | Reduce -2.1% | 277,142 | $7.1M |
| Segall Bryant & Hamill, LLC | 0.10% | No change | 276,549 | $7.1M |
| Tempus Wealth Planning, LLC | 1.63% | Add +1.9% | 276,481 | $7.1M |
| Sentinel Pension Advisors, LLC | 1.04% | Add +5.3% | 275,048 | $7.1M |
| Arbor Trust Wealth Advisors, LLC | 3.09% | Reduce -0.3% | 274,068 | $7.0M |
| Rosenberg Matthew Hamilton | 1.43% | Reduce -2.0% | 273,018 | $7.0M |
| Droms Strauss Advisors Inc. /Mo/ | 1.82% | Add +0.6% | 270,923 | $6.9M |
| Two Sigma Investments, LP | 0.01% | Add +1640.1% | 270,336 | $6.9M |
| Cahill Financial Advisors Inc. | 0.75% | Reduce -10.4% | 269,483 | $6.9M |
| AE Wealth Management LLC | 0.04% | Add +0.5% | 269,343 | $6.9M |
| Triangle Securities Wealth Management | 1.56% | Add +3.8% | 268,645 | $6.9M |
| Krilogy Financial LLC | 0.22% | Add +0.2% | 247,920 | $6.9M |
| Somerset Group LLC | 5.09% | Add +1.2% | 244,908 | $6.9M |
| Floyd Financial Group LLC | 4.56% | Reduce -0.2% | 247,689 | $6.8M |
| Castle Wealth Management LLC | 2.19% | Reduce -0.3% | 263,453 | $6.8M |
| Gradient Capital Advisors, LLC | 1.74% | Reduce -1.8% | 261,172 | $6.7M |
| Van Strum & Towne Inc. | 1.95% | Add +7.3% | 260,829 | $6.7M |
| Van Cleef Asset Management,Inc | 0.72% | Add +6.2% | 260,719 | $6.7M |
| Sfmg, LLC | 0.46% | Add +0.5% | 259,562 | $6.7M |
| Flputnam Investment Management Co. | 0.10% | Reduce -4.5% | 257,991 | $6.6M |
| Natixis Advisors, LLC | 0.01% | Add +11.5% | 257,254 | $6.6M |
| Santori & Peters, Inc. | 2.05% | Add +14.2% | 256,581 | $6.6M |
| Madden Advisory Services, Inc. | 2.58% | Reduce -3.8% | 255,571 | $6.6M |
| Hamrick Investment Counsel, llc | 3.59% | Add +14.4% | 252,472 | $6.5M |
| Cannon Capital Management, Inc. | 5.23% | Reduce -0.1% | 251,099 | $6.4M |
| Phillips Financial Management, LLC | 0.47% | Reduce -4.4% | 250,522 | $6.4M |
| Sage Mountain Advisors LLC | 0.45% | No change | 249,841 | $6.4M |
| Western Wealth Management, LLC | 0.24% | Add +102.6% | 249,040 | $6.4M |
| Klingenstein Fields & Co. LP | 0.25% | Reduce -0.1% | 248,991 | $6.4M |
| WealthPlan Investment Management, LLC | 0.35% | Add +0.6% | 246,185 | $6.3M |
| HRT Financial LP | 0.02% | New | 245,480 | $6.3M |
| Jacobs Equity LLC | 5.59% | Add +0.5% | 243,620 | $6.2M |
| Legacy Financial Group, Inc. | 1.64% | Reduce -1.8% | 241,326 | $6.2M |
| Signature Estate & Investment Advisors LLC | 0.12% | Reduce -6.8% | 240,352 | $6.2M |
| Blueprint Investment Partners LLC | 0.62% | Reduce -31.6% | 238,323 | $6.1M |
| Mutual Advisors, LLC | 0.13% | Reduce -0.4% | 237,826 | $6.1M |
| Blair William & Co. | 0.02% | Reduce -0.2% | 236,815 | $6.1M |
| Stillwater Private Wealth, LLC | 5.09% | — | 234,769 | $6.0M |
| Foundations Investment Advisors, LLC | 0.07% | Reduce -47.3% | 228,529 | $5.9M |
| Gambit Capital Management, LLC | 4.15% | Reduce -3.1% | 225,731 | $5.8M |
| Windsor Advisory Group, LLC | 4.82% | New | 225,196 | $5.8M |
| Cornerstone Wealth Advisors, Inc. | 1.33% | Reduce -2.8% | 224,944 | $5.8M |
| Rothschild Wealth LLC | 0.51% | Reduce -6.4% | 221,265 | $5.7M |
| Citigroup Inc. | 0.00% | Reduce -9.7% | 220,765 | $5.7M |
| True North Advisors, LLC | 0.64% | New | 220,341 | $5.6M |
| Eagle Capital Management, LLC | 2.22% | Reduce -1.0% | 219,367 | $5.6M |
| Ocean Park Asset Management, LLC | 0.32% | Add +70.0% | 216,949 | $5.6M |
| Exchange Traded Concepts, LLC | 0.04% | Add +70.0% | 216,949 | $5.6M |
| Valmark Advisers, Inc. | 0.07% | Reduce -0.3% | 216,516 | $5.6M |
| Brighton Jones LLC | 0.12% | Reduce -2.8% | 216,373 | $5.5M |
| YHB Investment Advisors, Inc. | 0.40% | Add +9.1% | 215,514 | $5.5M |
| Bailard, Inc. | 0.13% | Reduce -0.7% | 213,765 | $5.5M |
| U S Wealth Group, Llc. | 3.67% | Reduce -4.7% | 211,473 | $5.4M |
| Dorato Capital Management | 3.97% | Reduce -1.4% | 201,785 | $5.4M |
| Denver PWM, LLC | 1.84% | Reduce -5.0% | 184,945 | $5.4M |
| Thrive Wealth Management, LLC | 0.79% | Add +0.3% | 207,642 | $5.3M |
| Mengis Capital Management, Inc. | 0.92% | Add +1.6% | 207,316 | $5.3M |
| Pathstone Holdings, LLC | 0.02% | Add +0.8% | 204,409 | $5.2M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Reduce -8.1% | 200,703 | $5.1M |
| Wealthspire Retirement, LLC | 0.31% | Reduce -10.9% | 199,959 | $5.1M |
| Commerce Bank | 0.02% | Add +45.1% | 199,241 | $5.1M |
| Omega Financial Group, LLC | 1.68% | Reduce -6.8% | 198,290 | $5.1M |
| Montis Financial, LLC | 1.04% | Reduce -5.4% | 196,855 | $5.0M |
| Sawgrass Asset Management LLC | 0.76% | Reduce -81.3% | 195,687 | $5.0M |
| Ausdal Financial Partners, Inc. | 0.22% | Reduce -6.2% | 195,003 | $5.0M |
| Aspiriant, LLC | 0.14% | Reduce -14.5% | 194,382 | $5.0M |
| Elmwood Wealth Management, Inc. | 1.38% | Add +11.2% | 194,111 | $5.0M |
| TD Private Client Wealth LLC | 0.10% | Add +3.7% | 193,591 | $5.0M |
| Sowell Financial Services LLC | 0.18% | Add +0.6% | 192,098 | $4.9M |
| Ring Mountain Capital, LLC | 2.69% | Reduce -0.3% | 191,639 | $4.9M |
| Davidson Trust Co. | 2.09% | Add +120.8% | 189,035 | $4.8M |
| Bank of Montreal | 0.00% | Reduce -3.9% | 188,916 | $4.8M |
| Asset Planning Services Inc. /La/ | 2.10% | Add +1.4% | 186,497 | $4.8M |
| Cathy Pareto & Associates, Inc. | 3.21% | Add +8.4% | 186,486 | $4.8M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -3.6% | 185,807 | $4.8M |
| Mission Creek Capital Partners, Inc. | 0.95% | Add +195.9% | 243,015 | $4.8M |
| Selby Wealth Management, LLC | 1.81% | Reduce -1.7% | 179,447 | $4.6M |
| Muirfield Wealth Advisors LLC | 3.38% | Reduce -0.6% | 179,336 | $4.6M |
| Atria Investments, Inc | 0.05% | Add +0.7% | 179,312 | $4.6M |
| Tenret Co LLC | 2.20% | Reduce -4.0% | 177,987 | $4.6M |
| Bigelow Investment Advisors, LLC | 1.82% | Reduce -8.0% | 176,916 | $4.5M |
| Code Waechter LLC | 2.68% | Reduce -0.2% | 176,163 | $4.5M |
| Winthrop Advisory Group LLC | 0.36% | Reduce -3.0% | 173,748 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +21.3% | 170,748 | $4.4M |
| Diversify Wealth Management, LLC | 0.08% | New | 156,034 | $4.4M |
| Axxcess Wealth Management, LLC | 0.14% | Reduce -9.5% | 169,595 | $4.3M |
| Hanseatic Management Services Inc. | 4.16% | — | 169,320 | $4.3M |
| Peak Financial Management, Inc. | 1.10% | Reduce -2.7% | 169,078 | $4.3M |
| Asset Management Group, Inc. | 0.70% | Reduce -0.3% | 168,529 | $4.3M |
| Creekside Partners | 1.77% | Reduce -1.4% | 167,965 | $4.3M |
| Waterloo Capital, L.P. | 0.30% | Reduce -5.3% | 167,463 | $4.3M |
| Hollencrest Capital Management | 0.16% | Add +0.0% | 166,616 | $4.3M |
| Clearstead Advisors, LLC | 0.04% | Add +54.1% | 166,019 | $4.3M |
| First Foundation Advisors | 0.17% | No change | 164,561 | $4.2M |
| Armbruster Capital Management, Inc. | 0.69% | Add +21.6% | 163,980 | $4.2M |
| Godsey & Gibb, Inc. | 0.37% | Add +8.7% | 163,789 | $4.2M |
| RMR Wealth Builders | 0.33% | Reduce -0.8% | 163,774 | $4.2M |
| Ironwood Wealth Management, LLC. | 1.20% | Reduce -3.5% | 163,514 | $4.2M |
| Chapman Financial Group, LLC | 2.97% | Reduce -1.9% | 161,736 | $4.1M |
| Seros Financial, LLC | 2.64% | Add +28.3% | 161,616 | $4.1M |
| MeadowBrook Investment Advisors LLC | 3.73% | Add +2.4% | 161,301 | $4.1M |
| Sand Hill Global Advisors, LLC | 0.14% | Reduce -5.5% | 160,379 | $4.1M |
| Missouri Trust & Investment Co | 1.21% | Reduce -12.6% | 160,371 | $4.1M |
| Summit Financial Strategies, Inc. | 0.32% | Add +0.2% | 158,494 | $4.1M |
| Values Added Financial LLC | 1.71% | Add +0.4% | 158,323 | $4.1M |
| Park Avenue Securities LLC | 0.03% | Reduce -2.1% | 157,329 | $4.0M |
| Rwa Wealth Partners, LLC | 0.04% | Reduce -3.5% | 156,669 | $4.0M |
| Paulson Wealth Management Inc. | 0.94% | Reduce -0.1% | 156,476 | $4.0M |
| Shelton Wealth Management, LLC | 1.77% | Reduce -4.3% | 156,391 | $4.0M |
| Brookstone Capital Management | 0.05% | Add +43.4% | 156,180 | $4.0M |
| Berkeley, Inc | 1.33% | Reduce -4.6% | 154,773 | $4.0M |
| Fort Vancouver Investment Management, LLC | 2.00% | Reduce -5.8% | 153,810 | $3.9M |
| Summit Place Financial Advisors, LLC | 1.89% | Reduce -0.2% | 153,527 | $3.9M |
| Cornerstone Financial Management LLC | 3.60% | Add +8.2% | 153,244 | $3.9M |
| Carr Financial Group Corp | 1.03% | Reduce -10.5% | 153,008 | $3.9M |
| CIBC Bancorp USA Inc. | 0.01% | — | 152,179 | $3.9M |
| Pittenger & Anderson Inc. | 0.15% | Add +4.7% | 151,679 | $3.9M |
| John Boyer, Inc. | 3.89% | Add +0.3% | 151,591 | $3.9M |
| WJ Financial Advisors LLC | 3.14% | Reduce -0.5% | 151,498 | $3.9M |
| NewEdge Wealth, LLC | 0.05% | Reduce -0.4% | 150,844 | $3.9M |
| Benson Investment Management Company, Inc. | 38.71% | New | 150,802 | $3.9M |
| Naples Global Advisors, LLC | 0.28% | Reduce -4.5% | 150,791 | $3.9M |
| Procyon Advisors, LLC | 0.19% | Reduce -2.4% | 150,735 | $3.9M |
| Meridian Wealth Management, LLC | 0.14% | Reduce -1.0% | 150,654 | $3.9M |
| Peachtree Investment Partners, LLC | 1.46% | Reduce -60.5% | 149,708 | $3.8M |
| Maia Wealth LLC | 0.65% | Reduce -1.1% | 149,392 | $3.8M |
| Parallel Advisors, LLC | 0.07% | Reduce -6.8% | 148,073 | $3.8M |
| ETF Store, Inc. | 3.67% | Add +0.8% | 147,172 | $3.8M |
| Exencial Wealth Advisors, LLC | 0.12% | Add +3.6% | 146,817 | $3.8M |
| Beaumont Financial Advisors, LLC | 0.26% | Reduce -0.1% | 145,173 | $3.7M |
| Milestone Asset Management Group, LLC | 2.15% | Add +1.4% | 143,312 | $3.7M |
| Pacific Capital Wealth Advisors, Inc. | 0.62% | Reduce -1.3% | 142,872 | $3.7M |
| Advisors Management Group Inc. | 0.66% | Add +1.1% | 142,120 | $3.6M |
| Hutchens & Kramer Investment Management Group, LLC | 1.15% | Reduce -8.8% | 142,047 | $3.6M |
| Poehling Capital Management, INC. | 0.77% | Reduce -6.6% | 141,707 | $3.6M |
| Larson Financial Group LLC | 0.12% | Add +37.5% | 140,913 | $3.6M |
| Trivium Point Advisory, LLC | 0.64% | Reduce -54.8% | 137,921 | $3.5M |
| Sharkey, Howes & Javer | 0.48% | Reduce -3.3% | 137,747 | $3.5M |
| RCW Management, LLC | 3.60% | Reduce -0.2% | 137,000 | $3.5M |
| Phil A. Younker & Associates, Ltd. | 2.34% | No change | 136,750 | $3.5M |
| Ballast Rock Private Wealth LLC | 1.94% | Add +0.1% | 136,532 | $3.5M |
| Crusonia Wealth Advisors LLC | 0.72% | Add +1.2% | 135,639 | $3.5M |
| Ameritas Advisory Services, LLC | 0.13% | Add +2.3% | 135,270 | $3.5M |
| Dakota Wealth Management | 0.08% | Reduce -57.1% | 135,154 | $3.5M |
| Wealth Group Ltd | 0.79% | Add +2.6% | 135,076 | $3.5M |
| Elser Financial Planning, Inc | 0.17% | Reduce -1.0% | 134,137 | $3.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +5.0% | 134,052 | $3.4M |
| Indivisible Partners | 0.30% | Add +0.7% | 133,899 | $3.4M |
| Wedmont Private Capital | 0.11% | Add +0.1% | 128,698 | $3.4M |
| Spartan Wealth Advisory Services LLC | 0.30% | — | 133,145 | $3.4M |
| Hurlow Wealth Management Group, Inc. | 0.81% | Reduce -0.5% | 132,717 | $3.4M |
| Aureum Wealth Management, LLC | 2.35% | Add +25.7% | 131,851 | $3.4M |
| Penobscot Wealth Management | 1.00% | Reduce -2.2% | 131,523 | $3.4M |
| 1900 Wealth Management LLC | 0.22% | Add +0.2% | 130,985 | $3.4M |
| Bradley Foster & Sargent Inc. | 0.05% | Reduce -27.0% | 128,823 | $3.3M |
| Voisard Asset Management Group, Inc. | 0.70% | Reduce -4.4% | 128,096 | $3.3M |
| Lazard Asset Management LLC | 0.01% | No change | 126,942 | $3.3M |
| Flower City Capital | 1.62% | Reduce -0.7% | 125,913 | $3.2M |
| Pinion Investment Advisors, LLC | 0.75% | Reduce -6.1% | 125,148 | $3.2M |
| IF Advisors, LLC | 2.27% | Add +57.4% | 124,975 | $3.2M |
| GW Henssler & Associates Ltd. | 0.15% | Add +0.1% | 124,393 | $3.2M |
| Broadview Financial Management, LLC | 2.18% | Reduce -1.1% | 124,349 | $3.2M |
| AdvisorNet Financial, Inc | 0.16% | Add +24.1% | 123,912 | $3.2M |
| Simplicity Wealth,LLC | 0.18% | Reduce -45.5% | 123,908 | $3.2M |
| Fagan Associates, Inc. | 0.44% | Reduce -2.5% | 123,729 | $3.2M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Add +2.1% | 121,927 | $3.2M |
| Apella Capital, LLC | 0.05% | Add +5.4% | 112,680 | $3.2M |
| Roundview Capital LLC | 0.20% | Reduce -2.1% | 122,932 | $3.2M |
| C M Bidwell & Associates Ltd. | 1.45% | Add +7.2% | 121,504 | $3.1M |
| Seneca Financial Advisors LLC | 0.91% | Add +0.3% | 121,252 | $3.1M |
| 71 West Capital Partners | 0.14% | New | 120,998 | $3.1M |
| Condor Capital Management | 0.26% | Reduce -9.0% | 120,342 | $3.1M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Add +0.5% | 119,707 | $3.1M |
| Sigma Investment Counselors Inc. | 0.16% | Reduce -40.4% | 119,574 | $3.1M |
| Game Plan Financial Advisors, LLC | 1.42% | Reduce -40.9% | 118,679 | $3.0M |
| Capital Advisors Inc. | 0.05% | Reduce -3.7% | 118,211 | $3.0M |
| Mosaic Family Wealth Partners, LLC | 0.30% | Add +4.2% | 116,177 | $3.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +35.5% | 114,659 | $2.9M |
| Capital Investment Advisors, LLC | 0.04% | Add +20.0% | 114,130 | $2.9M |
| Next Capital Management LLC | 0.89% | Add +0.4% | 114,110 | $2.9M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 114,010 | $2.9M |
| Valeo Financial Advisors, LLC | 0.07% | Reduce -32.9% | 113,715 | $2.9M |
| &partners | 0.01% | Add +67.6% | 113,690 | $2.9M |
| Hurley Capital, LLC | 1.56% | Reduce -1.5% | 113,379 | $2.9M |
| Clear Investment Research, LLC | 4.52% | No change | 112,662 | $2.9M |
| Kathmere Capital Management, LLC | 0.18% | Reduce -1.9% | 111,911 | $2.9M |
| Traphagen Investment Advisors LLC | 0.23% | Add +0.3% | 111,886 | $2.9M |
| JM2 Capital Inc. | 2.38% | Reduce -0.3% | 111,785 | $2.9M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -3.0% | 111,354 | $2.9M |
| Cooper Financial Group | 0.29% | Add +16.7% | 110,954 | $2.8M |
| Wedgewood Investors Inc. | 3.23% | Add +19.2% | 109,945 | $2.8M |
| Midwest Trust Co | 0.03% | Reduce -3.0% | 108,999 | $2.8M |
| Integrated Advisors Network LLC | 0.15% | Reduce -37.3% | 108,690 | $2.8M |
| WealthShield Partners, LLC | 0.31% | Reduce -1.9% | 107,966 | $2.8M |
| Parsons Capital Management Inc. | 0.13% | Add +9.4% | 107,355 | $2.8M |
| Bawa N Mallick Trust | 1.11% | No change | 105,900 | $2.7M |
| Front Row Advisors LLC | 0.92% | Add +0.0% | 105,629 | $2.7M |
| Westmount Partners, LLC | 0.67% | No change | 105,342 | $2.7M |
| Sun Financial Inc | 1.35% | Add +2.2% | 91,442 | $2.7M |
| First Growth Capital LLC | 2.44% | No change | 103,820 | $2.7M |
| Zhang Financial LLC | 0.09% | Reduce -2.0% | 103,728 | $2.7M |
| Virtue Capital Management, LLC | 0.40% | Add +80.9% | 106,518 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +84.3% | 102,817 | $2.6M |
| Signaturefd, LLC | 0.04% | Add +6.1% | 102,619 | $2.6M |
| Vermillion Wealth Management, Inc. | 1.05% | Add +3.1% | 102,584 | $2.6M |
| Lowery Thomas, LLC | 1.49% | Add +4.2% | 101,652 | $2.6M |
| GuidedMoney, LLC | 1.35% | No change | 100,630 | $2.6M |
| Joseph P. Lucia & Associates, LLC | 0.92% | Reduce -1.5% | 100,569 | $2.6M |
| Cambridge Financial Group, LLC | 0.87% | Reduce -48.3% | 99,954 | $2.6M |
| Avior Wealth Management, LLC | 0.07% | Reduce -9.3% | 99,912 | $2.6M |
| Ewa, LLC | 0.58% | Reduce -22.9% | 99,791 | $2.6M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +135.4% | 99,457 | $2.6M |
| S.E.E.D. Planning Group LLC | 0.73% | Add +8.7% | 98,100 | $2.5M |
| Compass Financial Group, INC | 0.35% | Reduce -4.3% | 97,996 | $2.5M |
| Mayfair Advisory Group, LLC | 0.88% | Reduce -0.7% | 97,767 | $2.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -46.5% | 97,305 | $2.5M |
| WLTH Capital Management, LLC | 1.95% | No change | 97,040 | $2.5M |
| Independent Advisor Alliance | 0.03% | Add +153.6% | 96,263 | $2.5M |
| Phocas Financial Corp. | 0.39% | Reduce -5.1% | 95,994 | $2.5M |
| Zacks Investment Management | 0.02% | Reduce -18.2% | 95,828 | $2.5M |
| Harbor Asset Planning, Inc. | 2.06% | Reduce -0.0% | 95,539 | $2.4M |
| Lynx Investment Advisory | 1.17% | Add +106.3% | 95,321 | $2.4M |
| Holderness Investments Co. | 0.49% | Add +1.2% | 95,065 | $2.4M |
| BOK Financial Private Wealth, Inc. | 0.15% | Reduce -6.0% | 94,907 | $2.4M |
| Pennsylvania Capital Management Inc. | 0.70% | Add +14.0% | 94,585 | $2.4M |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.8% | 94,520 | $2.4M |
| SouthState Bank Corp | 0.11% | Reduce -2.9% | 93,740 | $2.4M |
| Nottingham Advisors, Inc. | 0.31% | Reduce -2.8% | 93,587 | $2.4M |
| Plancorp, LLC | 0.07% | Reduce -4.7% | 89,434 | $2.4M |
| Callan Family Office, LLC | 0.05% | No change | 93,000 | $2.4M |
| Duncker Streett & Co. Inc. | 0.45% | Add +0.6% | 92,091 | $2.4M |
| Successful Portfolios LLC | 1.30% | Add +3.0% | 91,991 | $2.4M |
| OFS Enterprise LLC | 0.69% | — | 91,609 | $2.3M |
| Rialto Wealth Management, LLC | 0.52% | Reduce -2.5% | 90,718 | $2.3M |
| VERITY Wealth Advisors | 1.54% | Reduce -31.0% | 90,161 | $2.3M |
| CCG Wealth Management, LLC | 0.63% | Reduce -8.4% | 89,940 | $2.3M |
| Capital Advantage, Inc. | 0.30% | Reduce -0.3% | 89,830 | $2.3M |
| Coastline Complete Wealth LLC | 1.41% | Add +0.3% | 89,000 | $2.3M |
| RIA Advisory Group LLC | 0.56% | Reduce -1.1% | 88,611 | $2.3M |
| Relyea Zuckerberg Hanson LLC | 0.23% | No change | 88,562 | $2.3M |
| Simon Quick Advisors, LLC | 0.10% | Add +15.8% | 88,518 | $2.3M |
| Daybright Advisory Services, Inc. | 0.62% | Reduce -4.2% | 87,705 | $2.2M |
| American Financial Advisors, LLC | 0.30% | Add +11.7% | 87,475 | $2.2M |
| Stockman Wealth Management, Inc. | 0.25% | Add +0.7% | 87,451 | $2.2M |
| Mitchell Capital Management Co. | 0.41% | Reduce -3.9% | 87,304 | $2.2M |
| Investor's Fiduciary Advisor Network, LLC | 0.68% | Reduce -5.5% | 86,630 | $2.2M |
| Keybank National Association | 0.01% | Add +11.2% | 85,757 | $2.2M |
| Aspen Investment Management Inc | 0.67% | Add +9.2% | 85,740 | $2.2M |
| Renaissance Technologies | 0.00% | Reduce -77.9% | 85,300 | $2.2M |
| American Investment Services, Inc. | 0.49% | Reduce -0.5% | 85,125 | $2.2M |
| Creative Financial Designs Inc. | 0.13% | Add +0.5% | 85,121 | $2.2M |
| L.K. Benson & Company, P.C. | 0.72% | Add +0.1% | 85,099 | $2.2M |
| Verum Partners LLC | 0.41% | Add +0.1% | 85,038 | $2.2M |
| Bull Oak Capital, LLC | 0.83% | Add +0.2% | 84,680 | $2.2M |
| Fifth Third Bancorp | 0.00% | Add +30.8% | 84,550 | $2.2M |
| Stordahl Capital Management, Inc. | 0.45% | Reduce -2.5% | 84,342 | $2.2M |
| Cabot Wealth Management Inc. | 0.25% | Reduce -9.1% | 84,152 | $2.2M |
| Foster Group, Inc. | 0.06% | Add +14.6% | 84,082 | $2.2M |
| Orographic Financial Advisors, LLC | 1.52% | — | 83,788 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -4.1% | 83,323 | $2.1M |
| Independent Financial Group, LLC | 0.05% | Add +6.1% | 82,881 | $2.1M |
| Pettyjohn, Wood & White, Inc. | 0.33% | No change | 81,736 | $2.1M |
| Bouchey Financial Group, Ltd. | 0.15% | Add +0.8% | 77,969 | $2.1M |
| Aspiring Ventures, LLC | 0.70% | Reduce -5.8% | 81,260 | $2.1M |
| Plotkin Financial Advisors, LLC | 1.04% | Add +2.1% | 81,104 | $2.1M |
| Wynn Capital, LLC | 1.07% | No change | 81,015 | $2.1M |
| Riverpoint Wealth Management Holdings, LLC | 0.44% | Add +0.0% | 79,820 | $2.0M |
| Outfitters Financial LLC | 1.58% | Reduce -5.8% | 79,770 | $2.0M |
| Cross Staff Investments Inc | 1.04% | Add +4.1% | 79,693 | $2.0M |
| Moisand Fitzgerald Tamayo, LLC | 0.22% | Reduce -1.5% | 79,379 | $2.0M |
| Econ Financial Services Corp | 0.94% | Add +94.3% | 79,136 | $2.0M |
| Clear Point Advisors Inc. | 1.56% | Reduce -1.1% | 78,688 | $2.0M |
| Principal Securities, Inc. | 0.03% | Reduce -1.0% | 78,534 | $2.0M |
| Elgethun Capital Management | 0.33% | Reduce -0.3% | 78,268 | $2.0M |
| Two Sigma Securities, LLC | 0.23% | New | 78,110 | $2.0M |
| Shearwater Capital LLC | 1.04% | New | 77,331 | $2.0M |
| Fifth Third Securities, Inc. | 0.13% | Add +16.2% | 77,221 | $2.0M |
| FAS Wealth Partners, Inc. | 0.12% | Reduce -9.9% | 76,846 | $2.0M |
| Fidelis Capital Partners, LLC | 0.14% | Add +30.1% | 76,690 | $2.0M |
| Wiser Advisor Group LLC | 2.38% | Reduce -1.0% | 76,644 | $2.0M |
| Main Street Group, LTD | 0.63% | Reduce -0.1% | 76,613 | $2.0M |
| Sax Wealth Advisors, LLC | 0.09% | No change | 72,789 | $2.0M |
| 93 Financial Group, LLC | 0.87% | Reduce -0.4% | 76,175 | $2.0M |
| Womack Financial LLC | 1.43% | Add +19.4% | 75,693 | $1.9M |
| Alpha Omega Wealth Management LLC | 0.31% | Reduce -5.8% | 75,063 | $1.9M |
| Paces Ferry Wealth Advisors, LLC | 0.80% | Reduce -0.2% | 74,992 | $1.9M |
| Freestone Capital Holdings, LLC | 0.06% | Add +7.6% | 74,984 | $1.9M |
| Brown Advisory Inc. | 0.00% | Add +0.8% | 74,653 | $1.9M |
| Everhart Financial Group, Inc. | 0.16% | Add +1.7% | 74,146 | $1.9M |
| Market Street Wealth Management Advisors LLC | 0.30% | Reduce -0.1% | 73,855 | $1.9M |
| Arax Advisory Partners | 0.05% | Add +143.0% | 73,853 | $1.9M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Reduce -0.3% | 73,574 | $1.9M |
| Jefferies Financial Group Inc. | 0.02% | Add +21.8% | 73,444 | $1.9M |
| JFS Wealth Advisors, LLC | 0.10% | Add +0.2% | 72,599 | $1.9M |
| MADDEN SECURITIES Corp | 0.56% | Add +1.1% | 72,271 | $1.9M |
| Cherry Tree Wealth Management, LLC | 0.39% | Add +16.3% | 72,174 | $1.9M |
| Cutler Investment Counsel LLC | 0.19% | Add +0.0% | 72,029 | $1.8M |
| Red Reef Advisors LLC | 1.90% | Add +3.8% | 70,826 | $1.8M |
| Heartwood Wealth Advisors LLC | 0.16% | Add +4.3% | 70,530 | $1.8M |
| AlTi Global, Inc. | 0.04% | Add +0.3% | 70,344 | $1.8M |
| Compass Ion Advisors, LLC | 0.17% | Add +0.1% | 70,179 | $1.8M |
| LBMC Investment Advisors, LLC | 0.11% | No change | 70,093 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.0% | 69,172 | $1.8M |
| Owl Creek Wealth Partners LLC | 0.63% | — | 69,032 | $1.8M |
| Per Stirling Capital Management, LLC. | 0.20% | Reduce -0.8% | 69,008 | $1.8M |
| Evanson Asset Management, LLC | 0.10% | Add +0.5% | 69,008 | $1.8M |
| Evoke Wealth, LLC | 0.03% | Reduce -19.3% | 68,839 | $1.8M |
| AMG National Trust Bank | 0.04% | Add +0.1% | 68,727 | $1.8M |
| Victrix Investment Advisors | 0.64% | Reduce -9.9% | 68,628 | $1.8M |
| Pinnacle Family Advisors, LLC | 0.82% | Reduce -9.6% | 67,958 | $1.7M |
| HUB Investment Partners, LLC | 0.04% | Reduce -4.7% | 67,695 | $1.7M |
| Warwick Investment Management, Inc. | 0.25% | No change | 67,668 | $1.7M |
| Emergent Wealth Advisors, LLC | 1.02% | Add +1.6% | 67,161 | $1.7M |
| Worth Asset Management, LLC | 0.64% | Reduce -18.6% | 67,053 | $1.7M |
| Vision Capital Management, Inc. | 0.22% | Reduce -0.1% | 66,614 | $1.7M |
| Birchbrook, Inc. | 0.84% | Reduce -72.5% | 66,560 | $1.7M |
| Stone Summit Wealth LLC | 0.47% | Add +21.9% | 66,491 | $1.7M |
| Arkadios Wealth Advisors | 0.03% | Add +67.2% | 66,179 | $1.7M |
| Avant Capital LLC | 1.19% | Reduce -3.5% | 66,019 | $1.7M |
| Facet Wealth, Inc. | 0.03% | Add +24.0% | 65,442 | $1.7M |
| Abacus Planning Group, Inc. | 0.22% | Reduce -1.8% | 64,991 | $1.7M |
| CX Institutional | 0.05% | Add +0.4% | 64,988 | $1.7M |
| Chatham Capital Group, Inc. | 0.24% | No change | 64,723 | $1.7M |
| Seneca House Advisors | 0.66% | Reduce -1.8% | 64,562 | $1.7M |
| Burk Holdings LLC | 0.71% | Add +1.2% | 64,559 | $1.7M |
| RHS Financial, LLC | 0.78% | Reduce -22.6% | 64,282 | $1.6M |
| Northwest Bancshares, Inc. | 0.33% | No change | 64,053 | $1.6M |
| Human Investing LLC | 0.24% | Add +1.7% | 63,828 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Add +11.5% | 63,723 | $1.6M |
| Capital Advisors, Ltd. LLC | 0.19% | No change | 63,570 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.10% | Reduce -4.4% | 63,252 | $1.6M |
| Clear Creek Financial Management, LLC | 0.12% | Add +13.1% | 63,116 | $1.6M |
| Passive Capital Management, LLC. | 0.48% | No change | 62,330 | $1.6M |
| Atlantic Union Bankshares Corp | 0.03% | Add +0.7% | 62,275 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -5.9% | 62,244 | $1.6M |
| Carret Asset Management, LLC | 0.15% | Reduce -0.0% | 61,746 | $1.6M |
| Retirement Planning Group, LLC | 0.05% | Add +41.1% | 61,563 | $1.6M |
| Family Manage LLC | 0.19% | Add +0.0% | 61,286 | $1.6M |
| Armstrong Advisory Group, Inc. | 0.11% | Add +159.0% | 61,283 | $1.6M |
| Smartleaf Asset Management LLC | 0.06% | Add +17.0% | 62,801 | $1.6M |
| James J. Burns & Company, LLC | 0.21% | Reduce -0.5% | 60,727 | $1.6M |
| Ironwood Financial, llc | 0.27% | Reduce -1.6% | 60,570 | $1.6M |
| Tritonpoint Wealth, LLC | 0.17% | Reduce -0.9% | 60,465 | $1.6M |
| Brucke Financial, Inc. | 0.79% | Reduce -47.4% | 60,402 | $1.5M |
| Capital Management Associates, Inc | 0.35% | Add +0.1% | 60,137 | $1.5M |
| Townsend Asset Management Corp. /NC/ | 0.56% | Reduce -1.1% | 60,097 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.16% | Reduce -0.6% | 59,929 | $1.5M |
| Composition Wealth, LLC | 0.02% | Add +70.9% | 59,881 | $1.5M |
| Millennium Capital Advisors, LLC | 0.94% | Reduce -2.8% | 59,807 | $1.5M |
| First Manhattan Co. Llc. | 0.00% | Add +159.3% | 59,591 | $1.5M |
| Westbourne Investments, Inc. | 0.73% | Reduce -1.8% | 59,557 | $1.5M |
| Weaver Capital Management LLC | 0.33% | Reduce -5.2% | 59,199 | $1.5M |
| Earned Wealth Advisors, LLC | 0.10% | Add +18.4% | 59,112 | $1.5M |
| Balboa Wealth Partners | 0.25% | Add +21.6% | 58,926 | $1.5M |
| Aull & Monroe Investment Management Corp | 0.70% | Add +1.1% | 58,871 | $1.5M |
| Heritage Trust Co | 0.15% | No change | 58,489 | $1.5M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -0.5% | 58,354 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +17.0% | 57,974 | $1.5M |
| Evolution Wealth Management Inc. | 1.08% | Reduce -26.7% | 57,838 | $1.5M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Reduce -0.4% | 57,812 | $1.5M |
| Trust Point Inc. | 0.13% | No change | 57,413 | $1.5M |
| AssuredPartners Investment Advisors, LLC | 0.16% | Add +0.4% | 56,639 | $1.5M |
| Ifrah Financial Services, Inc. | 0.39% | Reduce -1.3% | 57,009 | $1.5M |
| Pinnacle Wealth Planning Services, Inc. | 0.15% | No change | 56,616 | $1.5M |
| Fortitude Advisory Group L.L.C. | 0.65% | Add +0.1% | 56,389 | $1.4M |
| KLCM Advisors, Inc. | 0.13% | Add +4.0% | 56,257 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | Add +1.3% | 56,237 | $1.4M |
| Leading Edge Financial Planning LLC | 0.30% | Add +40.7% | 56,003 | $1.4M |
| Transcend Capital Advisors, LLC | 0.12% | Add +13.7% | 55,943 | $1.4M |
| Evolution Advisers, Inc. | 0.60% | Reduce -5.3% | 55,773 | $1.4M |
| Tilia Fiduciary Partners, Inc. | 0.77% | Reduce -1.0% | 54,981 | $1.4M |
| Capital Analysts, LLC | 0.04% | Add +5.7% | 54,711 | $1.4M |
| Revisor Wealth Management LLC | 0.39% | Add +0.7% | 54,692 | $1.4M |
| GenWealth Group, Inc. | 0.24% | Reduce -1.2% | 54,663 | $1.4M |
| Texas Yale Capital Corp. | 0.04% | Reduce -0.1% | 54,642 | $1.4M |
| Vanguard Capital Wealth Advisors | 1.29% | Add +4.4% | 54,419 | $1.4M |
| Compound Planning, Inc. | 0.04% | Add +6.6% | 54,259 | $1.4M |
| CWC Advisors, LLC. | 0.66% | Reduce -11.5% | 53,678 | $1.4M |
| Breakwater Investment Management | 0.51% | Reduce -4.0% | 53,631 | $1.4M |
| Godfrey Financial Associates, Inc. | 1.17% | Reduce -0.8% | 53,156 | $1.4M |
| Glenmede Trust Co. NA | 0.01% | Reduce -7.8% | 52,739 | $1.4M |
| Seeds Investor LLC | 0.18% | New | 48,590 | $1.3M |
| Cassady Wealth & Retirement Planning, LLC | 0.69% | Add +1.2% | 46,879 | $1.3M |
| Veery Capital, LLC | 0.40% | Add +1.8% | 51,076 | $1.3M |
| Aprio Wealth Management, LLC | 0.07% | Add +383.0% | 50,966 | $1.3M |
| Vanguard Advisers Inc. | 0.01% | — | 50,769 | $1.3M |
| Clarity Capital Advisors, LLC | 0.60% | Add +0.3% | 50,214 | $1.3M |
| Bfsg, LLC | 0.12% | Add +2.0% | 49,997 | $1.3M |
| Vernal Point Advisors, LLC | 0.52% | No change | 49,806 | $1.3M |
| Empower Advisory Group, LLC | 0.00% | Reduce -20.0% | 49,733 | $1.3M |
| Clayton Financial Group LLC | 0.65% | Add +0.2% | 49,694 | $1.3M |
| Ariadne Wealth Management, LP | 0.57% | No change | 49,482 | $1.3M |
| Root Financial Partners, LLC | 0.06% | Add +29.0% | 49,322 | $1.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.21% | Add +2.5% | 48,485 | $1.2M |
| Lincoln Capital Corp. | 0.46% | No change | 48,482 | $1.2M |
| Fort Point Capital Partners LLC | 0.16% | No change | 48,307 | $1.2M |
| Flagship Capital Management Inc. | 0.91% | Reduce -1.6% | 48,235 | $1.2M |
| Hardin Capital Partners, LLC | 0.57% | Add +13.5% | 48,179 | $1.2M |
| Colorado Capital Management, Inc. | 0.46% | Add +0.3% | 48,107 | $1.2M |
| CWA Asset Management Group, LLC | 0.04% | Add +146.8% | 48,056 | $1.2M |
| Lathrop Investment Management Co. | 0.23% | Reduce -1.2% | 47,989 | $1.2M |
| Pflug Koory, LLC | 0.56% | Add +30.8% | 47,797 | $1.2M |
| Cambridge Advisors Inc. | 0.23% | Add +2.0% | 47,019 | $1.2M |
| Amicus Financial Advisors, LLC | 0.33% | Add +0.1% | 46,925 | $1.2M |
| WASHINGTON TRUST Co | 0.04% | New | 46,810 | $1.2M |
| Diversified Trust Co. | 0.02% | Reduce -0.1% | 46,761 | $1.2M |
| Aurora Private Wealth, Inc. | 0.84% | No change | 43,988 | $1.2M |
| Crewe Advisors LLC | 0.10% | Add +1.1% | 45,891 | $1.2M |
| Wealthcare Capital Management LLC | 0.12% | Add +444.2% | 45,727 | $1.2M |
| Cozad Asset Management Inc. | 0.09% | Add +0.0% | 45,641 | $1.2M |
| Sovran Advisors, LLC | 0.09% | Add +13.1% | 41,324 | $1.2M |
| Signet Private Wealth LLC | 1.11% | Add +3.0% | 45,520 | $1.2M |
| Alley Investment Management Company, LLC | 0.14% | Reduce -6.0% | 45,472 | $1.2M |
| Michels Family Financial, LLC | 0.84% | Add +0.3% | 45,196 | $1.2M |
| FSM Wealth Advisors, LLC | 0.15% | Add +0.8% | 45,169 | $1.2M |
| Moneco Advisors, LLC | 0.09% | Reduce -14.2% | 44,953 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -31.2% | 44,948 | $1.2M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -63.0% | 44,825 | $1.1M |
| Kondo Wealth Advisors, Inc. | 0.43% | No change | 44,749 | $1.1M |
| Ascentis Independent Advisors | 0.09% | New | 44,678 | $1.1M |
| HHM Wealth Advisors, LLC | 0.13% | No change | 44,577 | $1.1M |
| Park Capital Management, LLC / WI | 1.11% | Add +2.8% | 44,573 | $1.1M |
| Ulland Investment Advisors, LLC | 0.98% | Reduce -2.1% | 44,477 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.28% | Add +12.6% | 44,405 | $1.1M |
| Directional Asset Management | 1.03% | Add +1.1% | 44,167 | $1.1M |
| Everstar Asset Management, LLC | 0.60% | Reduce -0.3% | 43,951 | $1.1M |
| Orcam Financial Group | 0.80% | Add +5.3% | 43,949 | $1.1M |
| Westco Advisory Services Inc. | 0.72% | Reduce -3.1% | 43,919 | $1.1M |
| One Wealth Capital Management, LLC | 0.49% | Reduce -0.6% | 40,105 | $1.1M |
| Avantax Planning Partners, Inc. | 0.03% | Add +2.6% | 43,824 | $1.1M |
| Blackhawk Capital Partners, LLC | 0.41% | Reduce -92.0% | 43,469 | $1.1M |
| St. Nicholas Private Asset Management, Inc. | 1.04% | Add +0.2% | 43,429 | $1.1M |
| Stewardship Concepts Financial Services LLC | 0.87% | Reduce -1.4% | 43,313 | $1.1M |
| Clarity Wealth Advisors, LLC | 0.23% | Reduce -3.3% | 43,152 | $1.1M |
| Sachem Hill LLC | 0.21% | Reduce -0.3% | 43,056 | $1.1M |
| Compass Advisory Group LLC | 0.29% | Add +0.5% | 42,972 | $1.1M |
| Bluedoor Private Wealth, LLC | 0.51% | Add +5.3% | 42,785 | $1.1M |
| CDKV Holdings LLC | 0.96% | Add +0.1% | 42,564 | $1.1M |
| SageView Advisory Group, LLC | 0.04% | Reduce -78.7% | 42,186 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | No change | 41,613 | $1.1M |
| Unify Financial Advisors | 1.11% | Reduce -2.1% | 41,547 | $1.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +27.0% | 41,357 | $1.1M |
| Birchwood Financial Partners, Inc. | 1.02% | Add +0.3% | 41,109 | $1.1M |
| Garde Capital, Inc. | 0.06% | Reduce -44.4% | 40,994 | $1.1M |
| Victory Financial Group, LLC | 0.13% | Add +2.2% | 40,987 | $1.1M |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -5.1% | 40,974 | $1.1M |
| Noble Family Wealth, LLC | 0.22% | Reduce -0.3% | 40,788 | $1.0M |
| RFG Advisory, LLC | 0.02% | Add +127.7% | 40,667 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +76.1% | 40,619 | $1.0M |
| Firestone Capital Management | 0.22% | Add +13.7% | 40,471 | $1.0M |
| Twele Capital Management, Inc. | 0.18% | Add +0.1% | 40,121 | $1.0M |
| Kiley Juergens Wealth Management, LLC | 0.18% | Add +22.4% | 40,059 | $1.0M |
| Stewardship Advisors, LLC | 0.24% | Add +6.7% | 39,954 | $1.0M |
| Accurate Wealth Management, LLC | 0.12% | Add +46.4% | 38,171 | $1.0M |
| Robinson Smith Wealth Advisors LLC | 0.69% | No change | 39,698 | $1.0M |
| New England Asset Management Inc. | 0.13% | No change | 39,675 | $1.0M |
| FF Advisors,LLC | 0.41% | No change | 36,210 | $1.0M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -1.7% | 39,417 | $1.0M |
| Daymark Wealth Partners, LLC | 0.03% | Add +5.7% | 38,943 | $998K |
| Cura Wealth Advisors, LLC | 0.44% | Reduce -0.1% | 38,714 | $993K |
| Farmers Trust Co. | 0.16% | No change | 38,616 | $990K |
| Curio Wealth, LLC | 0.34% | No change | 38,322 | $983K |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -57.4% | 38,933 | $970K |
| Argos Wealth Advisors, LLC | 0.28% | Add +0.0% | 37,801 | $969K |
| GatePass Capital, LLC | 0.48% | New | 37,778 | $969K |
| Evensky & Katz LLC | 0.05% | Add +0.1% | 37,604 | $964K |
| Mirador Capital Partners LP | 0.14% | Add +4.0% | 37,330 | $957K |
| Clark Capital Management Group, Inc. | 0.01% | No change | 37,283 | $956K |
| Keystone Wealth Services, LLC | 0.20% | Add +0.1% | 37,262 | $955K |
| Ritholtz Wealth Management | 0.02% | Add +8.7% | 37,259 | $955K |
| Novare Capital Management LLC | 0.08% | Add +6.6% | 37,140 | $952K |
| Plante Moran Financial Advisors, LLC | 0.06% | Add +0.0% | 36,919 | $947K |
| Joule Financial, LLC | 0.28% | Reduce -13.1% | 36,828 | $944K |
| Praetorian Wealth Management, Inc. | 0.18% | Add +0.1% | 35,413 | $944K |
| Evergreen Capital Management LLC | 0.02% | Reduce -25.7% | 36,689 | $941K |
| Mitchell Sinkler & Starr | 0.43% | Add +3.4% | 36,568 | $938K |
| Alternative Investment Advisors, LLC. | 0.42% | Reduce -7.0% | 36,527 | $937K |
| Compass Capital Corp. /Ma/ | 0.33% | Add +1.7% | 32,444 | $934K |
| Serenus Wealth Advisors, LLC | 0.19% | No change | 45,166 | $932K |
| Beacon Investment Advisory Services, Inc. | 0.04% | Reduce -3.1% | 36,304 | $931K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -6.4% | 36,210 | $928K |
| Horst & Graben Wealth Management LLC | 0.13% | Reduce -3.1% | 32,790 | $924K |
| Piscataqua Savings Bank | 0.65% | No change | 35,983 | $922K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.6% | 35,867 | $920K |
| Smith Salley Wealth Management | 0.05% | Reduce -0.2% | 35,770 | $917K |
| Park Edge Advisors, LLC | 0.21% | Reduce -7.8% | 35,655 | $914K |
| Regal Investment Advisors LLC | 0.05% | Add +0.7% | 35,613 | $913K |
| Walker Financial Services, Inc. | 0.31% | Reduce -0.0% | 35,577 | $912K |
| National Wealth Management Group, LLC | 0.34% | Reduce -0.1% | 35,476 | $910K |
| Summit Asset Management, LLC | 0.13% | No change | 35,475 | $910K |
| Mgo One Seven LLC | 0.02% | Add +37.0% | 35,408 | $908K |
| Investment Planning Advisors, Inc. | 0.25% | Add +15.5% | 35,379 | $907K |
| Heritage Investment Group, Inc. | 0.14% | No change | 35,289 | $905K |
| Daytona Street Capital LLC | 0.69% | Add +0.3% | 34,682 | $900K |
| Tactive Advisors, LLC | 0.25% | Add +15.6% | 34,836 | $893K |
| Marietta Investment Partners LLC | 0.18% | Reduce -11.5% | 34,619 | $888K |
| Carolina Wealth Advisors, LLC | 0.37% | Reduce -9.7% | 34,596 | $887K |
| Landmark Wealth Management, Inc. | 0.33% | Add +0.8% | 34,592 | $887K |
| Landmark Wealth Management, LLC | 0.24% | Add +49.2% | 34,435 | $883K |
| Carnegie Investment Counsel | 0.02% | Reduce -29.2% | 34,290 | $879K |
| Trellis Wealth Advisors LLC | 0.33% | No change | 34,128 | $875K |
| Citizens Financial Group Inc. | 0.01% | Add +8.9% | 34,074 | $874K |
| Claro Advisors Inc. | 0.10% | Add +1.7% | 33,945 | $870K |
| XML Financial, LLC | 0.07% | Reduce -12.5% | 33,807 | $867K |
| Advisor Resource Council | 0.34% | Add +0.1% | 33,532 | $860K |
| Spire Wealth Management | 0.03% | Reduce -0.9% | 33,216 | $852K |
| Alliancebernstein L.P. | 0.00% | Reduce -2.5% | 31,624 | $851K |
| Entrewealth, LLC | 0.38% | Add +0.3% | 33,190 | $851K |
| Fiduciary Family Office, LLC | 0.24% | No change | 33,177 | $851K |
| Security Financial Services, INC. | 0.13% | Add +2.5% | 32,982 | $846K |
| Anfield Capital Management, LLC | 0.23% | Add +0.3% | 32,805 | $841K |
| Bridgewater Advisors Inc. | 0.05% | Reduce -2.1% | 28,762 | $839K |
| Intrepid Capital Management Inc. | 0.39% | Add +0.0% | 32,581 | $835K |
| Quadrant Private Wealth Management, LLC | 0.13% | Add +96.8% | 32,579 | $835K |
| CM Wealth Advisors LLC | 0.18% | No change | 32,538 | $834K |
| Bernardo Wealth Planning LLC | 0.16% | Add +1.3% | 32,416 | $831K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +0.5% | 32,404 | $831K |
| SVRN Asset Management, LLC | 0.80% | No change | 32,400 | $831K |
| Cascade Financial Partners, LLC | 0.09% | Add +6.0% | 32,251 | $827K |
| Davis Wealth Advisors, LLC | 0.68% | Add +7.0% | 32,093 | $823K |
| Venture Visionary Partners LLC | 0.03% | Reduce -1.1% | 32,014 | $821K |
| Rede Wealth, LLC | 0.29% | No change | 31,782 | $815K |
| Watershed Private Wealth LLC | 0.25% | Reduce -0.5% | 31,769 | $815K |
| Dana Investment Advisors, Inc. | 0.02% | Add +0.0% | 31,558 | $809K |
| CreativeOne Wealth, LLC | 0.02% | Add +82.7% | 31,447 | $806K |
| Arlington Financial Advisors, LLC | 0.11% | Add +67.5% | 31,397 | $805K |
| Chesapeake Wealth Management | 0.24% | No change | 30,975 | $794K |
| Trek Financial, LLC | 0.04% | Add +17.2% | 30,951 | $794K |
| Klingman & Associates, LLC | 0.04% | No change | 30,778 | $789K |
| Edgestream Partners, L.P. | 0.03% | Reduce -38.3% | 30,737 | $788K |
| 49 Wealth Management, LLC | 0.06% | New | 30,712 | $787K |
| First Financial Bankshares Inc | 0.02% | Add +5.2% | 30,678 | $787K |
| Catalyst Financial Partners LLC | 0.09% | Reduce -1.8% | 30,655 | $786K |
| Crux Wealth Advisors | 0.30% | Add +0.3% | 30,635 | $785K |
| Francis Financial, Inc. | 0.15% | No change | 30,634 | $785K |
| Atlas Capital Advisors Inc. | 0.09% | New | 30,591 | $784K |
| Parkside Financial Bank & Trust | 0.06% | Add +0.2% | 30,578 | $784K |
| Fulton Breakefield Broenniman LLC | 0.05% | Reduce -8.3% | 30,575 | $784K |
| Plan A Wealth LLC | 0.37% | Add +21.7% | 30,452 | $781K |
| Covington Investment Advisors Inc. | 0.11% | Reduce -12.3% | 30,364 | $779K |
| Wedbush Securities Inc. | 0.02% | Add +26.8% | 30,259 | $776K |
| WealthPLAN Partners, LLC | 0.15% | Add +1.8% | 30,141 | $773K |
| Disciplined Investors, L.L.C. | 0.46% | Reduce -1.6% | 30,043 | $770K |
| HCR Wealth Advisors | 0.08% | Add +3.9% | 29,673 | $761K |
| TrueWealth Advisors, LLC | 0.19% | No change | 29,557 | $758K |
| Greenleaf Trust | 0.01% | Reduce -0.6% | 29,534 | $757K |
| ARK & TLK Investments, LLC | 0.21% | Reduce -2.7% | 29,484 | $756K |
| Wealthfront Advisers LLC | 0.00% | Add +168.0% | 29,379 | $753K |
| Tanglewood Wealth Management, Inc. | 0.06% | Add +0.0% | 29,250 | $750K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | No change | 29,246 | $750K |
| Perryman Financial Advisory Inc. | 0.11% | Add +0.4% | 29,215 | $749K |
| Continuum Advisory, LLC | 0.07% | Reduce -0.8% | 29,157 | $748K |
| Bedel Financial Consulting, Inc. | 0.09% | Reduce -0.7% | 29,135 | $747K |
| Single Point Partners, LLC | 0.15% | No change | 29,072 | $745K |
| International Private Wealth Advisors LLC | 0.45% | Reduce -27.1% | 28,794 | $738K |
| TFR Capital, LLC. | 0.23% | Reduce -0.2% | 28,600 | $733K |
| LifePlan Financial, LLC | 0.54% | Reduce -5.8% | 28,551 | $732K |
| S&A Financial Services, Inc. | 0.50% | — | 28,520 | $731K |
| StoneX Group Inc. | 0.04% | Reduce -24.3% | 28,496 | $731K |
| Retirement Income Solutions, Inc. | 0.12% | No change | 28,455 | $730K |
| GS Investments, Inc. | 0.42% | No change | 28,435 | $729K |
| Foundation Wealth Management, LLC\PA | 0.26% | No change | 28,299 | $726K |
| Drake & Associates, LLC | 0.14% | Add +17.2% | 28,232 | $724K |
| Franklin Resources Inc. | 0.00% | Reduce -30.4% | 28,133 | $721K |
| Impact Capital Partners LLC | 0.22% | Add +0.3% | 28,067 | $720K |
| Beaird Harris Wealth Management, LLC | 0.05% | Add +0.3% | 27,993 | $718K |
| XTX Topco Ltd | 0.01% | Reduce -23.9% | 27,977 | $717K |
| Smith, Moore & Co. | 0.05% | No change | 27,975 | $717K |
| WestHill Financial Advisors, Inc. | 0.14% | Reduce -2.1% | 27,900 | $715K |
| CGN Advisors LLC | 0.06% | Reduce -47.6% | 27,686 | $710K |
| Fiduciary Alliance LLC | 0.04% | Reduce -1.5% | 25,562 | $705K |
| Integrity Financial Corp | 0.35% | Add +577.6% | 27,381 | $702K |
| BlackDiamond Wealth Management, LLC | 0.34% | Add +5.0% | 27,308 | $700K |
| Cypress Financial Planning LLC | 0.19% | Add +0.3% | 27,211 | $698K |
| Dravo Bay LLC | 0.28% | Reduce -31.5% | 27,094 | $695K |
| Resurgent Financial Advisors LLC | 0.25% | Add +13.6% | 27,027 | $693K |
| Brooklyn Investment Group | 0.02% | Add +95.0% | 27,023 | $693K |
| Aerodigm Wealth, LLC | 0.26% | Reduce -3.0% | 26,842 | $688K |
| Hartline Investment Corp./ | 0.08% | No change | 26,798 | $687K |
| Joel Isaacson & Co., LLC | 0.02% | Add +0.0% | 26,712 | $685K |
| Goldstein Advisors, LLC | 0.08% | Add +0.6% | 26,640 | $683K |
| New England Private Wealth Advisors LLC | 0.08% | Add +0.2% | 26,561 | $681K |
| Kirkwood Financial Services | 0.24% | Reduce -1.2% | 26,352 | $676K |
| Linscomb Wealth, Inc. | 0.03% | New | 26,323 | $675K |
| Ascent Group, LLC | 0.02% | Reduce -1.2% | 26,180 | $671K |
| L. Roy Papp & Associates, LLP | 0.08% | Reduce -9.3% | 26,063 | $668K |
| Harbour Investment Management LLC | 0.36% | No change | 26,034 | $668K |
| Elevated Financial Group LLC | 0.22% | Add +1.4% | 25,874 | $663K |
| Fragasso Financial Advisors Inc | 0.04% | Add +22.1% | 25,392 | $660K |
| Mason & Associates, LLC | 0.15% | Reduce -0.4% | 25,569 | $656K |
| Rockwood Wealth Management, LLC | 0.05% | Add +22.4% | 25,505 | $654K |
| Aaron Wealth Advisors LLC | 0.04% | Add +0.2% | 25,473 | $653K |
| Oarsman Capital, Inc. | 0.08% | Reduce -4.2% | 25,346 | $650K |
| ATLas Financial Planning LLC | 0.58% | Add +0.1% | 25,110 | $644K |
| Acropolis Investment Management, LLC | 0.03% | Add +1.3% | 25,096 | $643K |
| Gibson Capital, LLC | 0.12% | No change | 25,049 | $642K |
| Forum Financial Management, LP | 0.01% | Add +40.3% | 24,936 | $639K |
| Money Concepts Capital Corp. | 0.04% | Add +75.5% | 24,852 | $637K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Add +0.1% | 24,738 | $634K |
| Pasadena Private Wealth, LLC | 0.09% | No change | 24,639 | $632K |
| Stuart Investment Advisors, Inc. | 0.28% | New | 24,558 | $630K |
| Vident Advisory, LLC | 0.01% | Add +10.6% | 24,470 | $627K |
| Torren Management, LLC | 0.31% | Reduce -2.7% | 24,387 | $625K |
| John W. Brooker & Co., CPAs | 0.98% | Reduce -3.0% | 24,374 | $625K |
| Odyssey Capital Advisors, Inc. | 0.56% | Reduce -6.9% | 24,367 | $625K |
| Brio Consultants, LLC | 0.08% | Reduce -3.8% | 21,839 | $622K |
| Williams & Novak, LLC | 0.46% | No change | 23,818 | $615K |
| Bennett Selby Investments LP | 0.22% | No change | 23,963 | $614K |
| Mather Group, Llc. | 0.01% | Add +101.3% | 23,916 | $613K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -4.0% | 23,865 | $612K |
| Valtinson Bruner Financial Planning LLC | 0.17% | Reduce -5.1% | 23,789 | $610K |
| Lifeworks Advisors, LLC | 0.08% | Reduce -58.1% | 23,761 | $609K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -4.1% | 23,500 | $603K |
| Oxford Financial Group, LTD. LLC | 0.03% | No change | 23,449 | $601K |
| Financial Management Network Inc. | 0.09% | Add +0.3% | 22,435 | $601K |
| One Capital Management, LLC | 0.02% | Add +39.7% | 23,263 | $596K |
| Gill Capital Partners, LLC | 0.17% | Reduce -3.9% | 23,246 | $596K |
| Connecticut Wealth Management, LLC | 0.02% | Add +1.4% | 23,147 | $593K |
| B.O.S.S. Retirement Advisors, LLC | 0.18% | Reduce -6.3% | 23,132 | $593K |
| PFG Investments, LLC | 0.03% | Add +0.5% | 23,104 | $592K |
| Triad Wealth Partners, LLC | 0.05% | Add +23.3% | 22,856 | $586K |
| Ironwood Investment Counsel, LLC | 0.08% | Add +5.6% | 22,852 | $586K |
| Moseley Investment Management Inc. | 0.19% | Reduce -3.0% | 22,841 | $586K |
| Jacobsen Capital Management | 0.20% | Reduce -23.3% | 22,820 | $585K |
| Immaculate Wealth Management LLC | 4.61% | — | 22,746 | $583K |
| Laurel Wealth Advisors LLC | 0.06% | Add +0.5% | 19,881 | $577K |
| Vanguard National Trust Co | 0.04% | — | 22,405 | $574K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +4.1% | 22,405 | $574K |
| Boyd Wealth Management, LLC | 0.24% | Add +0.0% | 22,350 | $573K |
| Blue Trust, Inc. | 0.01% | Reduce -1.1% | 22,321 | $572K |
| SLT Holdings LLC | 0.40% | Reduce -56.5% | 22,294 | $572K |
| Rossby Financial, LCC | 0.12% | Add +86.4% | 22,115 | $571K |
| Evernest Financial Advisors, LLC | 0.12% | No change | 20,241 | $570K |
| Dagco, Inc. | 0.12% | Add +394.1% | 22,236 | $570K |
| Pioneer Trust Bank N A | 0.14% | No change | 22,222 | $570K |
| Fort Sheridan Advisors LLC | 0.07% | New | 22,200 | $569K |
| Retiremitten Financial LLC | 0.27% | — | 22,033 | $565K |
| LexAurum Advisors, LLC | 0.07% | — | 21,961 | $563K |
| Stembrook Asset Management, LLC | 0.55% | Add +0.4% | 21,760 | $558K |
| Leo Wealth, LLC | 0.04% | Reduce -2.3% | 21,452 | $550K |
| Certuity, LLC | 0.04% | Add +0.0% | 21,390 | $548K |
| Fairman Group, LLC | 0.47% | Add +2.6% | 21,387 | $548K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce 0.0% | 21,293 | $546K |
| J. L. Bainbridge & Co., Inc. | 0.05% | Add +22.9% | 21,284 | $546K |
| LCNB Corp. | 0.18% | No change | 21,126 | $542K |
| North Forty Two & Co. | 0.50% | No change | 20,906 | $536K |
| Capasso Planning Partners LLC | 0.29% | Reduce -8.1% | 20,836 | $534K |
| Morton Capital Management LLC | 0.08% | Add +0.0% | 20,818 | $534K |
| Crestmont Private Wealth LLC | 0.17% | Add +0.3% | 20,649 | $529K |
| QRG Capital Management, Inc. | 0.01% | Add +68.1% | 20,529 | $526K |
| BIP Wealth, LLC | 0.02% | Add +35.3% | 20,524 | $526K |
| Peak Asset Management, LLC | 0.09% | Add +17.0% | 20,453 | $524K |
| Cape Investment Advisory, Inc. | 0.17% | Reduce -9.2% | 20,357 | $522K |
| D.A. Davidson & Co. | 0.00% | Reduce -35.5% | 20,320 | $521K |
| Motive Wealth Advisors | 0.24% | No change | 20,220 | $518K |
| Opus Capital Group, LLC | 0.06% | Add +63.2% | 20,209 | $518K |
| American Trust | 0.05% | Reduce -23.2% | 20,194 | $518K |
| Taylor & Morgan Wealth Management, LLC | 0.29% | Add +1.6% | 20,156 | $517K |
| Weik Capital Management | 0.21% | No change | 20,145 | $517K |
| Elevated Capital Advisors, LLC | 0.13% | New | 20,145 | $517K |
| ERn Financial, LLC | 0.10% | No change | 20,124 | $516K |
| Empirical Asset Management, LLC | 0.14% | Add +0.8% | 20,115 | $516K |
| Carmel Capital Partners, LLC | 0.19% | Add +1.9% | 20,088 | $515K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -33.9% | 20,006 | $513K |
| Rf&l Wealth Management, LLC | 0.38% | Add +0.2% | 20,001 | $513K |
| Wick Capital Partners, LLC | 0.09% | No change | 19,982 | $512K |
| Colton Groome Financial Advisors, LLC | 0.14% | No change | 19,855 | $509K |
| First Trust Advisors LP | 0.00% | Add +16.8% | 19,809 | $508K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +43.2% | 19,793 | $507K |
| Gainplan LLC | 0.38% | Reduce -2.5% | 19,724 | $506K |
| Traynor Capital Management, Inc. | 0.03% | Add +91.8% | 20,278 | $505K |
| Grey Ledge Advisors, LLC | 0.11% | Reduce -5.1% | 19,683 | $505K |
| Means Investment Co., Inc. | 0.04% | Add +0.0% | 19,557 | $501K |
| Goepper Burkhardt LLC | 0.17% | No change | 19,447 | $499K |
| Martel Wealth Advisors LLC | 0.08% | Reduce -3.4% | 19,408 | $498K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -6.9% | 19,397 | $497K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +119.8% | 19,397 | $497K |
| Patten & Patten Inc. | 0.03% | Add +1.1% | 19,326 | $496K |
| Innova Wealth Partners | 0.24% | New | 19,284 | $494K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.8% | 19,274 | $494K |
| Geometric Wealth Advisors | 0.06% | Add +5.1% | 19,248 | $494K |
| Uncommon Cents Investing LLC | 0.11% | No change | 19,236 | $493K |
| DecisionPoint Financial, LLC | 0.11% | Reduce -8.0% | 19,205 | $492K |
| Pacific Park Financial, Inc. | 0.32% | Reduce -30.0% | 19,175 | $492K |
| Madison Wealth Partners, Inc | 0.08% | Add +109.0% | 18,984 | $487K |
| Nwam LLC | 0.03% | Reduce -1.2% | 18,815 | $482K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.0% | 18,801 | $482K |
| CRA Financial Services, LLC | 0.06% | Add +17.0% | 18,796 | $482K |
| Cadent Capital Advisors, LLC | 0.13% | Add +0.1% | 18,790 | $482K |
| NBT Bank, N.A. | 0.03% | Add +69388.9% | 18,762 | $481K |
| Hexagon Capital Partners LLC | 0.07% | Add +2.4% | 18,743 | $481K |
| Round Rock Advisors LLC | 0.07% | Reduce -0.0% | 18,571 | $476K |
| Rothschild Investment LLC | 0.02% | Reduce -0.5% | 18,504 | $474K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -57.0% | 18,493 | $474K |
| Members Trust Co | 0.02% | Reduce -2.0% | 18,430 | $473K |
| Valley Brook Capital Group, Inc. | 0.32% | Add +60.6% | 18,335 | $470K |
| First County Bank | 0.25% | Reduce -10.4% | 18,290 | $469K |
| IFG Advisors, LLC | 0.08% | New | 18,221 | $467K |
| GEM Asset Management, LLC | 0.21% | Add +0.0% | 18,207 | $467K |
| Pinnacle Bancorp, Inc. | 0.14% | No change | 18,162 | $466K |
| Rockbridge Investment Management, LCC | 0.04% | Add +0.0% | 18,157 | $466K |
| Balanced Rock Investment Advisors LLC | 0.33% | No change | 18,129 | $465K |
| Pathway Financial Advisors LLC | 0.06% | No change | 17,838 | $461K |
| Bellevue Asset Management, LLC | 0.23% | Add +0.0% | 17,819 | $457K |
| MBE Wealth Management, LLC | 0.19% | Reduce -1.2% | 17,818 | $457K |
| TPG Advisors LLC | 0.28% | Add +0.1% | 17,722 | $454K |
| Armor Investment Advisors, LLC | 0.16% | Reduce -0.4% | 17,625 | $452K |
| DDD Partners, LLC | 0.03% | Reduce -0.9% | 17,615 | $452K |
| Centaurus Financial, Inc. | 0.02% | Add +0.5% | 17,571 | $451K |
| Wealth Management Nebraska | 0.05% | Add +97.8% | 15,389 | $448K |
| Hudock, Inc. | 0.07% | Add +2.7% | 17,395 | $446K |
| Regimen Wealth, LLC | 0.13% | Add +3.2% | 17,314 | $444K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.0% | 17,296 | $443K |
| Grantvest Financial Group LLC | 0.29% | Add +0.1% | 17,236 | $442K |
| Slow Capital, Inc. | 0.06% | Reduce -31.1% | 17,231 | $442K |
| Essex Bank | 0.10% | Reduce -2.9% | 17,185 | $440K |
| Blueline Advisors LLC | 0.34% | No change | 17,173 | $440K |
| Waldron Private Wealth LLC | 0.02% | Reduce -7.2% | 17,051 | $437K |
| Kane Investment Management, Inc. | 0.22% | Add +5.2% | 17,050 | $437K |
| Flagship Private Wealth, LLC | 0.18% | No change | 17,021 | $436K |
| Mainstay Capital Management LLC | 0.03% | No change | 17,004 | $436K |
| Advisors Capital Management, LLC | 0.01% | Add +8.1% | 16,971 | $435K |
| Nautilus Advisors LLC | 0.30% | No change | 16,950 | $435K |
| Tobias Financial Advisors, Inc. | 0.06% | No change | 16,881 | $433K |
| Howard Bailey Securities, LLC | 0.18% | Reduce -3.2% | 16,871 | $433K |
| Lafayette Investments, Inc. | 0.09% | No change | 16,847 | $432K |
| Barton Investment Management | 0.05% | No change | 16,800 | $431K |
| Altfest L J & Co. Inc. | 0.05% | Add +1.2% | 16,703 | $428K |
| Macroview Investment Management LLC | 0.30% | Add +26.5% | 16,698 | $428K |
| Guyasuta Investment Advisors Inc. | 0.02% | Add +6.5% | 16,646 | $427K |
| Titleist Asset Management, LLC | 0.03% | Add +0.1% | 16,550 | $424K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | No change | 16,485 | $423K |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.0% | 16,478 | $422K |
| Integrated Wealth Management | 0.48% | Reduce -15.6% | 16,410 | $421K |
| Aventus Investment Advisors, Inc. | 0.35% | Reduce -2.2% | 16,274 | $417K |
| Grey Fox Wealth Advisors, LLC | 0.08% | New | 16,234 | $416K |
| Capstone Financial Advisors, Inc. | 0.02% | Add +0.1% | 16,230 | $416K |
| Emissary Wealth LLC | 0.39% | No change | 16,082 | $412K |
| Atticus Wealth Management, LLC | 0.11% | Add +51.0% | 16,026 | $411K |
| Signal Tree Financial Partners LLC | 0.31% | Reduce -8.4% | 15,999 | $410K |
| CENTRAL TRUST Co | 0.01% | No change | 15,905 | $408K |
| Seaside Wealth Management, Inc. | 0.11% | No change | 15,852 | $406K |
| Spreng Capital Management, Inc. | 0.19% | Reduce -0.8% | 15,852 | $406K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Add +0.8% | 15,842 | $406K |
| Principal Financial Group Inc. | 0.00% | Reduce -1.1% | 15,801 | $405K |
| Colonial Trust Co / SC | 0.06% | No change | 15,761 | $404K |
| Traub Capital Management LLC | 0.40% | Reduce -1.1% | 15,711 | $403K |
| Aspire Growth Partners LLC | 0.28% | Add +0.3% | 15,702 | $403K |
| Burton Enright Welch | 0.05% | Reduce -1.0% | 15,684 | $402K |
| City Center Advisors, LLC | 0.37% | No change | 15,641 | $401K |
| Northern Financial Advisors Inc | 0.29% | Add +101.5% | 15,556 | $399K |
| Aspect Partners, LLC | 0.16% | No change | 15,546 | $399K |
| Associated Banc-Corp | 0.01% | Reduce -0.2% | 15,526 | $398K |
| Falcon Wealth Planning | 0.03% | Add +30.5% | 15,463 | $396K |
| Cordgrass Capital Advisors, LLC | 0.09% | Add +107.5% | 15,436 | $396K |
| BSW Wealth Partners | 0.05% | Add +0.2% | 15,422 | $395K |
| Riverview Capital Advisers, LLC | 0.13% | Reduce -11.8% | 15,415 | $395K |
| ProVise Management Group, LLC | 0.03% | Add +1.7% | 15,390 | $395K |
| Keel Point, LLC | 0.03% | Add +71.7% | 15,388 | $395K |
| Aspen Capital Management, LLC | 0.10% | Add +0.3% | 15,370 | $394K |
| Portus Wealth Advisors, LLC | 0.37% | Reduce -1.7% | 15,355 | $394K |
| Your Advocates Ltd., LLP | 0.12% | Add +0.0% | 15,354 | $394K |
| Evansbrook LLC | 0.26% | Add +16.6% | 15,285 | $392K |
| Romano Brothers and Company | 0.04% | No change | 15,240 | $391K |
| Global Wealth Strategies & Associates | 0.10% | Reduce -0.6% | 15,193 | $390K |
| Keenan, LLC | 0.33% | Add +0.0% | 15,175 | $389K |
| Financial Life Advisors | 0.12% | No change | 15,000 | $385K |
| Nicolet Bankshares Inc. | 0.01% | New | 14,835 | $383K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 14,940 | $383K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +0.3% | 14,923 | $383K |
| Sonoma Private Wealth LLC | 0.47% | Reduce -9.2% | 14,892 | $382K |
| Beacon Capital Management, LLC | 0.07% | Reduce -27.4% | 14,888 | $382K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Add +0.0% | 14,868 | $381K |
| Affinity Capital Advisors, LLC | 0.05% | Add +58.1% | 14,821 | $380K |
| Cadence Wealth Management LLC | 0.16% | Add +1.8% | 14,652 | $376K |
| SkyOak Wealth, LLC | 0.07% | New | 14,590 | $374K |
| Investment Research Partners LLC | 0.15% | Add +12.0% | 14,557 | $373K |
| Avail Investment Partners, LLC | 0.40% | — | 14,557 | $373K |
| Paladin Wealth, LLC | 0.26% | No change | 14,544 | $373K |
| Prospera Financial Services Inc | 0.01% | Add +15.7% | 14,482 | $371K |
| Great Lakes Retirement, Inc. | 0.04% | Reduce -7.1% | 14,406 | $369K |
| Advisory Alpha, LLC | 0.01% | Reduce -9.7% | 14,401 | $369K |
| Fairway Wealth LLC | 0.10% | No change | 14,373 | $369K |
| Granite Bay Wealth Management, LLC | 0.08% | Reduce -3.5% | 14,570 | $368K |
| WPG Advisers, LLC | 0.27% | Reduce -6.3% | 14,359 | $368K |
| Builder Investment Group Inc. | 0.08% | Add +0.0% | 14,287 | $366K |
| Lighthouse Wealth Management Inc. | 0.25% | No change | 14,202 | $364K |
| Financial Designs Corp | 0.20% | No change | 14,172 | $363K |
| Hippocratic Financial Advisors, LLC | 0.16% | Add +23.1% | 14,116 | $362K |
| Kickstand Ventures, Llc. | 0.08% | New | 14,106 | $362K |
| Donaldson Capital Management, LLC | 0.01% | New | 14,102 | $362K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -10.2% | 13,997 | $359K |
| Westshore Wealth, LLC | 0.13% | Add +0.3% | 13,993 | $359K |
| Pegasus Asset Management, Inc. | 0.11% | Add +1.0% | 13,987 | $359K |
| Mindset Wealth Management, LLC | 0.10% | Add +0.0% | 13,967 | $358K |
| Plum Street Advisors, LLC | 0.12% | No change | 13,958 | $358K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -3.8% | 13,938 | $357K |
| CFO4Life Group, LLC | 0.05% | Reduce -0.3% | 13,931 | $357K |
| Fiducient Advisors LLC | 0.05% | Reduce -1.6% | 13,884 | $356K |
| Waddell & Associates, LLC | 0.02% | No change | 13,815 | $354K |
| Summitry LLC | 0.01% | No change | 13,806 | $354K |
| SeaBridge Investment Advisors LLC | 0.06% | No change | 13,800 | $354K |
| Brown Wealth Management, LLC | 0.09% | Add +0.6% | 13,711 | $352K |
| M&T Bank Corp | 0.00% | Reduce -50.5% | 13,700 | $351K |
| Montag A & Associates Inc. | 0.02% | No change | 13,584 | $348K |
| Highland Capital Management, LLC | 0.02% | Add +8.0% | 13,577 | $348K |
| Modus Advisors, LLC | 0.10% | No change | 13,526 | $347K |
| Motco | 0.03% | Add +11.8% | 13,523 | $347K |
| Mayport, LLC | 0.06% | No change | 13,506 | $346K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -3.8% | 13,472 | $345K |
| Peterson Wealth Management | 0.20% | Add +0.3% | 13,436 | $345K |
| Delos Wealth Advisors, LLC | 0.20% | New | 13,422 | $344K |
| LifeSteps Financial, Inc. | 0.22% | Reduce -1.1% | 13,397 | $343K |
| FC Advisory LLC | 0.10% | Add +1.0% | 13,376 | $343K |
| Advyzon Investment Management, LLC | 0.03% | Add +1.1% | 13,329 | $342K |
| Soltis Investment Advisors LLC | 0.02% | Add +8.3% | 13,258 | $340K |
| South Shore Capital Advisors | 0.25% | Add +34.5% | 13,223 | $339K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 13,218 | $339K |
| Panoramic Investment Advisors, LLC | 0.18% | Reduce -4.8% | 13,216 | $339K |
| Legacy Advisors, LLC | 0.04% | Add +0.3% | 13,213 | $339K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +1.6% | 13,151 | $337K |
| Costello Asset Management, INC | 0.12% | Add +2.5% | 13,108 | $336K |
| Aviance Capital Partners, LLC | 0.04% | Add +0.0% | 13,048 | $335K |
| Retirement Guys Formula LLC | 0.15% | Reduce -31.5% | 12,983 | $333K |
| Berman McAleer LLC | 0.05% | Add +8.0% | 12,978 | $333K |
| Clarity Financial LLC | 0.04% | Reduce -6.7% | 12,945 | $332K |
| ONE Advisory Partners, LLC | 0.10% | Reduce -1.4% | 12,924 | $331K |
| Canvas Wealth Advisors, LLC | 0.06% | New | 12,870 | $330K |
| GoalVest Advisory LLC | 0.06% | Reduce -9.4% | 12,769 | $327K |
| Curran Financial Partners, LLC | 0.06% | Reduce -2.6% | 12,768 | $327K |
| Retireful, LLC | 0.46% | New | 12,760 | $327K |
| Stonebridge Financial Group, LLC | 0.03% | Add +0.0% | 12,748 | $327K |
| Eagle Harbor Asset Management Inc. | 0.28% | Reduce -0.7% | 12,734 | $326K |
| PTM Wealth Management, LLC | 0.17% | Add +0.3% | 12,513 | $325K |
| Clearstead Trust, LLC | 0.05% | No change | 12,678 | $325K |
| Laurel Oak Wealth Management, LLC | 0.05% | Add +17.0% | 12,660 | $325K |
| Fusion Capital, LLC | 0.09% | Reduce -2.6% | 12,658 | $325K |
| Palouse Capital Management, Inc. | 0.22% | Reduce -1.5% | 12,655 | $324K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.4% | 12,635 | $324K |
| Rinkey Investments | 0.08% | Add +0.8% | 12,606 | $323K |
| TRUE Private Wealth Advisors | 0.03% | No change | 12,527 | $321K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -8.8% | 12,517 | $321K |
| Howe & Rusling Inc. | 0.02% | Reduce -76.6% | 12,481 | $320K |
| Capital Planning Advisors, LLC | 0.05% | Reduce -14.8% | 12,394 | $318K |
| Calton & Associates, Inc. | 0.05% | New | 12,390 | $318K |
| CPC Advisors, LLC | 0.05% | No change | 12,381 | $317K |
| Morton Brown Family Wealth, LLC | 0.08% | Reduce -16.1% | 12,369 | $317K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +0.0% | 12,369 | $317K |
| Tiemann Investment Advisors, LLC | 0.12% | No change | 12,360 | $317K |
| Diversified Investment Strategies, LLC | 0.20% | No change | 12,317 | $316K |
| Burling Wealth Partners, LLC | 0.05% | No change | 12,255 | $314K |
| Wealthquest Corp | 0.02% | New | 12,222 | $313K |
| Smithfield Trust Co | 0.01% | No change | 12,178 | $311K |
| Certior Financial Group, LLC | 0.20% | Reduce -14.5% | 12,101 | $310K |
| MKD Wealth Coaches, LLC | 0.31% | Add +1.2% | 12,098 | $310K |
| Invesco Ltd. | 0.00% | New | 12,093 | $310K |
| Narwhal Capital Management | 0.02% | Reduce -0.6% | 12,031 | $308K |
| FinDec Wealth Services, Inc. | 0.38% | Reduce -6.0% | 12,030 | $308K |
| WCG Wealth Advisors LLC | 0.01% | New | 12,016 | $308K |
| WealthCollab, LLC | 0.13% | No change | 11,984 | $307K |
| Eastern Bank | 0.01% | No change | 11,952 | $306K |
| JSF Financial, LLC | 0.06% | Add +0.3% | 11,905 | $305K |
| Waterford Advisors, LLC | 0.10% | No change | 9,987 | $304K |
| Shakespeare Wealth Management, LLC | 0.07% | Add +0.0% | 11,832 | $303K |
| Tradition Wealth Management, LLC | 0.02% | Add +0.3% | 11,792 | $302K |
| Benjamin Edwards Inc. | 0.00% | Add +4.0% | 11,761 | $302K |
| Wealth Care LLC | 0.27% | — | 11,700 | $300K |
| Angeles Wealth Management, LLC | 0.02% | Add +1764.9% | 11,693 | $300K |
| Foguth Wealth Management, LLC. | 0.03% | Reduce -2.2% | 10,053 | $299K |
| N.E.W. Advisory Services LLC | 0.02% | Add +0.0% | 11,663 | $299K |
| Warner Financial, Inc. | 0.10% | Add +0.3% | 11,660 | $299K |
| Sound Stewardship, LLC | 0.14% | Reduce -21.6% | 11,594 | $297K |
| Curtis Advisory Group, LLC | 0.06% | Reduce -16.1% | 11,586 | $297K |
| Bluesphere Advisors LLC | 0.10% | New | 11,523 | $295K |
| Quartz Partners, LLC | 0.11% | Add +7.2% | 11,480 | $294K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -1.5% | 11,478 | $294K |
| PGIM Custom Harvest LLC | 0.00% | Add +12.1% | 11,441 | $293K |
| BetterWealth, LLC | 0.06% | New | 11,430 | $293K |
| Auctus Advisors LLC | 0.28% | No change | 11,429 | $293K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -1.8% | 11,407 | $292K |
| Delta Investment Management, LLC | 0.05% | Add +12.4% | 11,405 | $292K |
| GTS Securities LLC | 0.01% | New | 11,380 | $292K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -6.0% | 11,371 | $292K |
| GeoWealth Management, LLC | 0.01% | Add +2.4% | 11,305 | $290K |
| Summit Investment Advisory Services, LLC | 0.11% | No change | 11,280 | $289K |
| Accel Wealth Management | 0.08% | Add +0.2% | 11,263 | $289K |
| Index Fund Advisors, Inc. | 0.01% | Add +2.4% | 11,201 | $287K |
| OneAscent Financial Services LLC | 0.02% | Add +17.3% | 11,170 | $286K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -30.3% | 11,136 | $286K |
| Symphony Financial, Ltd. Co. | 0.04% | Reduce -6.2% | 11,102 | $285K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -67.0% | 11,093 | $284K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +0.4% | 11,052 | $283K |
| Ellenbecker Investment Group | 0.04% | Reduce -2.4% | 11,021 | $283K |
| Fiduciary Financial Group, LLC | 0.04% | Add +9.3% | 10,998 | $282K |
| PCA Investment Advisory Services Inc. | 0.09% | New | 10,995 | $282K |
| Ketron Financial | 0.10% | New | 10,901 | $280K |
| Webster Bank, N. A. | 0.03% | Reduce -5.4% | 10,885 | $279K |
| Fortem Financial Group, LLC | 0.07% | Reduce -6.2% | 10,878 | $279K |
| One Day In July LLC | 0.02% | No change | 10,856 | $278K |
| Integrity Alliance, Llc. | 0.01% | New | 10,812 | $277K |
| Family Investment Center, Inc. | 0.05% | No change | 10,779 | $276K |
| Legacy Wealth Partners, LLC | 0.07% | No change | 10,761 | $276K |
| William Howard & Co Financial Advisors Inc | 0.24% | Add +0.3% | 10,753 | $276K |
| Capital Asset Advisory Services LLC | 0.01% | New | 9,848 | $275K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -23.1% | 10,706 | $275K |
| Empowered Funds, LLC | 0.00% | New | 10,706 | $275K |
| Capital Investment Counsel, LLC | 0.04% | Reduce -2.7% | 10,653 | $273K |
| Weatherly Asset Management L. P. | 0.02% | No change | 10,645 | $273K |
| Main Street Research LLC | 0.02% | Add +8.1% | 10,635 | $273K |
| SP Asset Management LLC | 0.02% | Add +0.0% | 10,608 | $272K |
| Beacon Financial Group | 0.03% | Add +7.4% | 10,607 | $272K |
| Bogart Wealth, LLC | 0.01% | Add +0.2% | 10,593 | $272K |
| Accredited Investors Inc. | 0.01% | Add +0.1% | 10,570 | $271K |
| Syon Capital LLC | 0.01% | No change | 10,553 | $271K |
| WealthBridge Capital Management, LLC | 0.06% | Add +0.2% | 10,528 | $270K |
| Guardian Wealth Advisors, LLC | 0.16% | Add +1.7% | 10,524 | $270K |
| Integrity Investment Advisors, LLC | 0.15% | Reduce -84.8% | 10,516 | $270K |
| Eley Financial Management, Inc | 0.10% | No change | 10,497 | $269K |
| Swisher Financial Concepts, Inc. | 0.15% | New | 10,472 | $269K |
| Haverford Trust Co | 0.00% | New | 10,446 | $268K |
| Total Investment Management Inc. | 0.03% | Add +0.2% | 10,440 | $268K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -12.5% | 10,435 | $268K |
| Storen Legacy Partners, LLC | 0.08% | Reduce -8.3% | 10,431 | $267K |
| RAM Investment Partners, LLC | 0.05% | Add +2.3% | 10,380 | $266K |
| Clark Asset Management, LLC | 0.02% | No change | 10,361 | $266K |
| Crescent Sterling, Ltd. | 0.26% | Add +3.5% | 10,360 | $266K |
| Quotient Wealth Partners, LLC | 0.01% | No change | 10,296 | $264K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Add +2.4% | 10,204 | $262K |
| Pinney & Scofield, Inc. | 0.14% | No change | 10,197 | $261K |
| Kovack Advisors, Inc. | 0.01% | Add +1.3% | 10,093 | $260K |
| J. Derek Lewis & Associates Inc. | 0.06% | Add +1.1% | 10,067 | $258K |
| Capital Wealth Planning, LLC | 0.00% | Add +4.5% | 10,046 | $258K |
| Dumont & Blake Investment Advisors LLC | 0.06% | Reduce -8.3% | 10,013 | $257K |
| LCW Services, LLC | 0.13% | Add +7.8% | 9,987 | $256K |
| Argent Capital Management LLC | 0.01% | Reduce -96.7% | 9,935 | $255K |
| Sensible Money, LLC | 0.08% | No change | 9,884 | $253K |
| Salomon & Ludwin, LLC | 0.02% | No change | 9,789 | $253K |
| 25 LLC | 0.08% | Add +2.8% | 9,840 | $252K |
| Penney Financial, LLC | 0.10% | No change | 9,816 | $252K |
| Segment Wealth Management, LLC | 0.01% | No change | 9,789 | $251K |
| Wagner Wealth Management, LLC | 0.05% | Add +0.3% | 9,782 | $251K |
| Verity & Verity, LLC | 0.02% | Reduce -19.7% | 9,780 | $251K |
| Wbi Investments, LLC | 0.07% | Add +8.4% | 9,770 | $251K |
| Millington Securities, LLC | 0.07% | — | 9,770 | $251K |
| Financial Advisory Corp | 0.03% | Add +2.5% | 9,743 | $250K |
| Shira Ridge Wealth Management | 0.10% | No change | 9,735 | $250K |
| Rollins Financial Advisors, LLC | 0.04% | Add +8.5% | 9,724 | $249K |
| SMART Wealth LLC | 0.07% | Add +0.5% | 9,723 | $249K |
| High Net Worth Advisory Group LLC | 0.06% | Reduce -4.7% | 9,719 | $249K |
| Perspective Wealth Advisors LLC | 0.16% | Add +18.2% | 9,693 | $249K |
| Intrua Financial, LLC | 0.03% | Add +9.1% | 9,678 | $248K |
| Gateway Wealth Partners, LLC | 0.01% | New | 9,646 | $247K |
| Bingham Private Wealth, LLC | 0.20% | New | 9,599 | $246K |
| Collective Family Office LLC | 0.06% | Reduce -3.0% | 9,590 | $246K |
| Stephens Inc. | 0.00% | Reduce -22.0% | 9,581 | $246K |
| Black Swift Group, LLC | 0.04% | No change | 9,578 | $246K |
| Strategic Planning Group, LLC | 0.03% | Add +0.3% | 9,555 | $245K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -0.7% | 9,521 | $244K |
| Fearless Solutions, LLC dba Best Invest | 0.15% | Reduce -2.4% | 9,489 | $243K |
| Patrick M Sweeney & Associates, Inc. | 0.16% | Add +0.0% | 9,470 | $243K |
| Pathfinder Wealth Consulting, Inc. | 0.16% | Reduce -1.1% | 9,459 | $243K |
| Strategic Blueprint, LLC | 0.01% | Add +10.1% | 9,456 | $242K |
| Haven Private, LLC | 0.11% | No change | 9,439 | $242K |
| Elm Partners Management LLC | 0.01% | Add +0.0% | 9,708 | $242K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 9,416 | $241K |
| Boston Partners | 0.00% | No change | 9,409 | $241K |
| Dickmeyer Boyce Financial Management, Inc. | 0.14% | — | 9,405 | $241K |
| M3 Advisory Group, LLC | 0.15% | No change | 9,388 | $241K |
| VestGen Advisors, LLC | 0.01% | Reduce -37.5% | 8,289 | $240K |
| Welch Group, LLC | 0.01% | No change | 9,378 | $240K |
| Inlight Wealth Management, LLC | 0.09% | No change | 9,322 | $239K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -2.8% | 9,318 | $239K |
| Cottage Street Advisors LLC | 0.10% | Add +0.3% | 9,286 | $238K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 9,278 | $238K |
| Howard Capital Management Group, LLC | 0.02% | No change | 9,234 | $237K |
| Purkiss Capital Advisors LLC | 0.10% | Reduce -2.5% | 9,179 | $235K |
| Sterling Investment Advisors, Ltd. | 0.04% | Add +1.2% | 9,143 | $234K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +1.1% | 9,117 | $234K |
| Centennial Advisors, LLC | 0.30% | New | 9,055 | $232K |
| Plan Group Financial, LLC | 0.05% | New | 9,031 | $232K |
| Independent Wealth Network Inc. | 0.07% | Add +15.4% | 9,025 | $231K |
| Oakworth Capital, Inc. | 0.01% | No change | 9,000 | $231K |
| Sierra Summit Advisors LLC | 0.03% | No change | 8,953 | $230K |
| Ducere Wealth Management LLC | 0.09% | Add +18.5% | 8,906 | $228K |
| Berkeley Capital Partners, LLC | 0.05% | Reduce -4.5% | 8,901 | $228K |
| Lee Danner & Bass Inc. | 0.01% | No change | 8,893 | $228K |
| MKT Advisors LLC | 0.08% | No change | 8,691 | $226K |
| Brady Martz Wealth Solutions, LLC | 0.04% | New | 8,794 | $225K |
| Elevation Wealth Management LLC | 0.21% | Reduce -17.3% | 8,789 | $225K |
| Presidio Capital Management, LLC | 0.07% | No change | 8,772 | $225K |
| RW Investment Management LLC | 0.02% | — | 8,754 | $224K |
| Busey Bank | 0.01% | New | 8,721 | $224K |
| Brookwood Investment Group LLC | 0.03% | New | 8,700 | $223K |
| Capital Investment Services of America, Inc. | 0.02% | No change | 8,670 | $222K |
| SageGuard Financial Group, LLC | 0.03% | Reduce -51.2% | 8,634 | $221K |
| Roan Capital Partners | 0.20% | — | 8,626 | $221K |
| Diversified Portfolios, Inc. | 0.02% | Add +0.0% | 8,604 | $221K |
| AMJ Financial Wealth Management | 0.05% | No change | 8,570 | $220K |
| Capital City Trust Co. | 0.05% | No change | 8,553 | $219K |
| Evercore Wealth Management, LLC | 0.00% | No change | 8,523 | $219K |
| Principia Wealth Advisory, LLC | 0.12% | Add +12.2% | 8,500 | $218K |
| Mattern Wealth Management LLC | 0.04% | No change | 8,496 | $218K |
| Centennial Wealth Advisory LLC | 0.05% | No change | 8,478 | $217K |
| Amara Financial, Llc. | 0.15% | Add +0.3% | 8,474 | $217K |
| Pin Oak Investment Advisors Inc. | 0.15% | No change | 8,457 | $217K |
| Legacy Bridge, LLC | 0.08% | No change | 8,429 | $216K |
| Rare Wolf Capital LLC | 0.14% | No change | 8,400 | $215K |
| Bond & Devick Financial Network, Inc. | 0.06% | Reduce -7.0% | 8,390 | $215K |
| Capital Planning LLC | 0.07% | Reduce -56.5% | 8,389 | $215K |
| Cypress Wealth Services, LLC | 0.03% | Add +0.1% | 8,385 | $215K |
| UMB Bank, n.a. | 0.00% | Add +20.9% | 8,340 | $214K |
| Sovereign Financial Group, Inc. | 0.04% | New | 8,328 | $214K |
| Yukon Wealth Management, Inc. | 0.13% | Add +0.3% | 8,276 | $212K |
| WP Advisors, LLC | 0.05% | Add +0.3% | 8,254 | $212K |
| Fisher Asset Management | 0.00% | Reduce -55.5% | 8,215 | $211K |
| Murphy & Mullick Capital Management Corp | 0.15% | Reduce -6.8% | 8,159 | $209K |
| MSH Capital Advisors LLC | 0.04% | Add +0.2% | 8,151 | $209K |
| Verus Capital Partners, LLC | 0.01% | Add +0.0% | 8,125 | $208K |
| Prostatis Group LLC | 0.05% | No change | 8,113 | $208K |
| SYM FINANCIAL Corp | 0.02% | No change | 8,037 | $206K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | No change | 8,018 | $206K |
| Sunbeam Capital Management, LLC | 0.12% | New | 7,988 | $205K |
| D'Orazio & Associates, Inc. | 0.03% | Add +0.0% | 7,982 | $205K |
| Virtue Asset Management LLC | 0.17% | Reduce -2.4% | 7,931 | $203K |
| LifeWealth Investments, LLC | 0.06% | Reduce -21.1% | 7,924 | $203K |
| Quadcap Wealth Management, LLC | 0.02% | Add +2.5% | 7,924 | $203K |
| Beacon Wealthcare LLC | 0.07% | No change | 7,866 | $202K |
| NorthStar Asset Management LLC | 0.10% | Reduce -1.2% | 7,862 | $202K |
| SKY-Mountain Capital Management, Inc. | 0.14% | No change | 7,842 | $201K |
| JDM Financial Group LLC | 0.08% | Add +0.5% | 7,759 | $199K |
| Contravisory Investment Management, Inc. | 0.04% | Reduce -39.7% | 7,748 | $199K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -16.0% | 7,681 | $197K |
| Strategic Advisory Partners, LLC | 0.15% | New | 7,555 | $194K |
| Accent Capital Management, LLC | 0.09% | No change | 7,500 | $192K |
| Osbon Capital Management LLC | 0.16% | No change | 7,478 | $192K |
| Clark Wealth Partners | 0.13% | No change | 7,401 | $190K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | Reduce -18.8% | 7,167 | $184K |
| Barnes Dennig Private Wealth Management LLC | 0.18% | Add +8.9% | 7,128 | $183K |
| FWL Investment Management, LLC | 0.04% | No change | 7,050 | $181K |
| Whipplewood Advisors, LLC | 0.09% | Add +1154.7% | 6,976 | $179K |
| Investors Portfolio Services LLC | 0.17% | Reduce -0.2% | 6,944 | $178K |
| PDS Planning, Inc | 0.01% | Add +0.0% | 6,888 | $177K |
| Arlington Trust Co LLC | 0.01% | No change | 6,489 | $166K |
| Granville Capital, Inc. | 0.08% | No change | 6,300 | $162K |
| NWK Group, Inc. | 0.06% | No change | 6,241 | $160K |
| International Assets Investment Management, LLC | 0.01% | Add +1.5% | 6,152 | $159K |
| Trust Co. of Toledo NA | 0.01% | No change | 6,078 | $156K |
| Coston, McIsaac & Partners | 0.03% | No change | 5,943 | $152K |
| Trust Co | 0.01% | Add +25.2% | 5,818 | $149K |
| SHP Wealth Management | 0.01% | Add +3.6% | 5,785 | $148K |
| Operose Advisors LLC | 0.03% | No change | 5,740 | $147K |
| Crews Bank & Trust | 0.02% | Add +90.5% | 5,712 | $146K |
| Silver Grove Financial Group, Inc. | 0.12% | Reduce -0.5% | 5,669 | $145K |
| Dunhill Financial, LLC | 0.03% | No change | 5,612 | $144K |
| Heritage Wealth Advisors | 0.01% | No change | 5,139 | $132K |
| Gables Capital Management Inc. | 0.05% | No change | 5,025 | $129K |
| True Link Financial Advisors, LLC | 0.01% | New | 4,924 | $126K |
| Olistico Wealth, LLC | 0.06% | No change | 4,905 | $126K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -25.1% | 4,829 | $124K |
| JPL Wealth Management, LLC | 0.03% | New | 4,623 | $119K |
| Beacon Capital Management, Inc. | 0.01% | New | 4,596 | $118K |
| Community Bank, N.A. | 0.01% | No change | 4,515 | $116K |
| Sound Income Strategies, LLC | 0.01% | Add +0.0% | 4,411 | $114K |
| Activest Wealth Management | 0.02% | Add +0.2% | 4,353 | $112K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 4,328 | $111K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.3% | 4,034 | $103K |
| North Star Investment Management Corp. | 0.01% | Add +0.3% | 4,034 | $103K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +0.3% | 3,901 | $100K |
| McGuire Capital Advisors Inc. | 0.06% | Reduce -10.8% | 3,785 | $97K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 3,615 | $93K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 3,494 | $90K |
| Cornerstone Planning Group LLC | 0.01% | Add +1.6% | 3,129 | $89K |
| Rice Partnership, LLC | 0.01% | No change | 3,453 | $89K |
| Trask Adam Roland | 0.08% | — | 3,397 | $87K |
| High Note Wealth, LLC | 0.02% | No change | 3,312 | $85K |
| HM Payson & Co. | 0.00% | Reduce -1.6% | 3,312 | $85K |
| First Pacific Financial | 0.01% | Add +9.9% | 3,185 | $82K |
| Lloyd Advisory Services, LLC. | 0.02% | Reduce -94.9% | 3,117 | $80K |
| Kingdom Financial Group LLC. | 0.02% | Reduce -3.8% | 3,117 | $80K |
| McIlrath & Eck, LLC | 0.01% | Add +0.2% | 3,028 | $78K |
| CGC Financial Services, LLC | 0.02% | No change | 3,000 | $77K |
| SJS Investment Consulting Inc. | 0.01% | No change | 2,943 | $75K |
| American Capital Advisory, LLC | 0.03% | Add +0.3% | 2,763 | $71K |
| Caitlin John, LLC | 0.04% | No change | 2,739 | $70K |
| Merkkuri Wealth Advisors LLC | 0.05% | New | 2,714 | $70K |
| Avion Wealth | 0.01% | No change | 2,728 | $69K |
| Citizens National Bank Trust Department | 0.01% | No change | 2,688 | $69K |
| RMG Wealth Management LLC | 0.01% | Reduce -98.8% | 2,367 | $69K |
| Essential Partners LLC | 0.02% | Add +0.0% | 2,669 | $68K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 2,577 | $66K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -4.0% | 2,557 | $66K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,552 | $65K |
| Hoey Investments, Inc. | 0.01% | Add +1.9% | 2,435 | $62K |
| Frazier Financial Advisors, LLC | 0.03% | Add +0.2% | 2,423 | $62K |
| Balentine LLC | 0.00% | No change | 2,349 | $60K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 2,343 | $60K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 2,174 | $56K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.2% | 2,138 | $55K |
| Financial Perspectives, Inc | 0.02% | Add +0.3% | 2,136 | $55K |
| SOA Wealth Advisors, LLC. | 0.01% | New | 2,123 | $54K |
| Key Capital Management, INC | 0.04% | Add +13.2% | 2,119 | $54K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 2,100 | $54K |
| Triumph Capital Management | 0.01% | Reduce -42.2% | 2,033 | $52K |
| Tsfg, LLC | 0.01% | No change | 2,025 | $52K |
| GW&K Investment Management, LLC | 0.00% | No change | 2,025 | $52K |
| Roble, Belko & Company, Inc | 0.01% | Add +0.7% | 1,948 | $50K |
| Davis Capital Management | 0.03% | Reduce -17.9% | 1,909 | $49K |
| Glassman Wealth Services | 0.01% | Reduce -49.1% | 1,884 | $48K |
| City State Bank | 0.01% | No change | 1,878 | $48K |
| Lodestone Wealth Management LLC | 0.02% | No change | 1,872 | $48K |
| PFS Partners, LLC | 0.02% | No change | 1,785 | $46K |
| Bokf, NA | 0.00% | No change | 1,764 | $45K |
| TopTier Wealth Management, LLC | 0.03% | New | 1,758 | $45K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 1,805 | $45K |
| Evergreen Advisors, LLC | 0.01% | New | 1,753 | $45K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -16.8% | 1,749 | $45K |
| HighMark Wealth Management LLC | 0.02% | Add +0.3% | 1,745 | $45K |
| Valued Wealth Advisors LLC | 0.02% | Add +101.4% | 1,704 | $44K |
| Manning & Napier Advisors LLC | 0.00% | No change | 1,693 | $43K |
| Magnolia Wealth Management, LLC | 0.02% | New | 1,623 | $42K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,560 | $40K |
| GAMMA Investing LLC | 0.00% | No change | 1,481 | $38K |
| Acumen Wealth Advisors, LLC | 0.01% | Reduce -0.5% | 1,458 | $37K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | No change | 1,444 | $37K |
| Arkos Global Advisors | 0.00% | New | 1,428 | $37K |
| West Paces Advisors Inc. | 0.01% | No change | 1,406 | $36K |
| Signature Resources Capital Management, LLC | 0.02% | Add +510.5% | 1,337 | $34K |
| TFC Financial Management, Inc. | 0.00% | No change | 1,327 | $34K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.3% | 1,319 | $34K |
| Bulwark Capital Corp | 0.02% | No change | 1,306 | $33K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 1,287 | $33K |
| Versant Capital Management, Inc | 0.00% | Add +0.3% | 1,280 | $33K |
| Tidemark, LLC | 0.01% | No change | 1,275 | $33K |
| Orion Capital Management LLC | 0.01% | No change | 1,214 | $31K |
| Leo H. Evart, Inc. | 0.03% | — | 1,184 | $30K |
| Prudent Man Investment Management, Inc. | 0.01% | No change | 1,127 | $30K |
| True Wealth Design, LLC | 0.01% | New | 1,172 | $30K |
| Tucker Asset Management LLC | 0.01% | No change | 1,168 | $30K |
| SIMA Wealth Partners, LLC | 0.02% | Add +0.3% | 1,135 | $29K |
| Delta Asset Management LLC | 0.00% | Reduce -16.7% | 1,125 | $29K |
| Synergy Investment Management, LLC | 0.01% | New | 1,118 | $29K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1,093 | $28K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,050 | $27K |
| Archer Investment Corp | 0.01% | Add +0.3% | 1,050 | $27K |
| Align Financial, LLC | 0.01% | Reduce -95.9% | 1,005 | $26K |
| Team Financial Group, LLC | 0.01% | Add +0.3% | 999 | $26K |
| Key Financial Inc | 0.00% | No change | 992 | $25K |
| New Republic Capital, LLC | 0.01% | No change | 978 | $25K |
| TD Waterhouse Canada Inc. | 0.00% | Add +200.0% | 900 | $23K |
| Toth Financial Advisory Corp. | 0.00% | No change | 902 | $23K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 900 | $23K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 894 | $23K |
| Marshall Investment Management, LLC | 0.01% | New | 888 | $23K |
| Private Wealth Management Group, LLC | 0.01% | No change | 886 | $23K |
| Glen Eagle Advisors, LLC | 0.00% | Add +36.5% | 819 | $21K |
| POM Investment Strategies, LLC | 0.03% | No change | 810 | $21K |
| High Point Wealth Management, LLC | 0.02% | Add +0.3% | 786 | $20K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -3.3% | 773 | $20K |
| Noble Wealth Management PBC | 0.01% | Reduce -11.5% | 767 | $20K |
| Paladin Advisory Group, LLC | 0.01% | Reduce -16.7% | 688 | $18K |
| Networth Advisors, LLC | 0.01% | Reduce -7.8% | 660 | $17K |
| Country Trust Bank | 0.00% | New | 633 | $16K |
| Topsail Wealth Management, LLC | 0.00% | No change | 630 | $16K |
| Destiny Wealth Partners, LLC | 0.00% | New | 617 | $16K |
| Kozak & Associates, Inc. | 0.00% | New | 579 | $16K |
| Horrell Capital Management, Inc. | 0.01% | No change | 606 | $16K |
| PlanVest Financial, Inc | 0.01% | — | 600 | $15K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 600 | $15K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 595 | $15K |
| Prosperity Bancshares Inc | 0.01% | No change | 582 | $15K |
| Legacy Wealth Managment, LLC | 0.01% | New | 579 | $15K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 578 | $15K |
| Maseco LLP | 0.00% | No change | 514 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 490 | $13K |
| Robbins Farley | 0.01% | Reduce -86.5% | 503 | $13K |
| CFG Wealth Management Services, Inc. | 0.01% | Add +0.4% | 497 | $13K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 438 | $12K |
| Westside Investment Management, Inc. | 0.00% | Reduce -41.7% | 480 | $12K |
| Main Management LLC | 0.00% | No change | 456 | $12K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +0.2% | 460 | $12K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 441 | $11K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 441 | $11K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Reduce -49.8% | 400 | $11K |
| Wall Street Financial Group, Inc. | 0.01% | New | 418 | $11K |
| Robinswood Financial LLC | 0.00% | No change | 387 | $10K |
| Kilter Group LLC | 0.00% | Reduce -0.5% | 368 | $9K |
| Quadrant Capital Group LLC | 0.00% | No change | 324 | $8K |
| Atmos Advisory, LLC | 0.00% | Add +0.3% | 296 | $8K |
| DB Fitzpatrick & Co, Inc | 0.01% | Add +23.4% | 290 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.4% | 281 | $7K |
| MTM Investment Management, LLC | 0.00% | No change | 240 | $6K |
| Tompkins Financial Corp. | 0.00% | No change | 237 | $6K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 225 | $6K |
| Solstein Capital, LLC | 0.00% | No change | 204 | $5K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -96.4% | 226 | $5K |
| Cheviot Value Management, LLC | 0.00% | Add +0.5% | 193 | $5K |
| Creative Capital Management Investments LLC | 0.00% | Add +335.1% | 161 | $4K |
| Graney & King, LLC | 0.00% | Add +0.6% | 161 | $4K |
| RHL Group, LLC | 0.00% | Reduce -99.8% | 157 | $4K |
| Bessemer Group Inc. | 0.00% | No change | 160 | $4K |
| First Horizon Corp. | 0.00% | No change | 150 | $4K |
| Founders Financial Alliance, LLC | 0.00% | No change | 144 | $4K |
| Seneschal Advisors, LLC | 0.00% | No change | 139 | $4K |
| NFSG Corp | 0.00% | Add +0.8% | 126 | $3K |
| MBM Wealth Consultants, LLC | 0.00% | New | 118 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 117 | $3K |
| Virtus Advisers, LLC | 0.00% | Reduce -36.1% | 108 | $3K |
| 3 Factor Indexing, LLC | 0.00% | — | 90 | $2K |
| Ameriflex Group, Inc. | 0.00% | New | 75 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 61 | $2K |
| Redwood Park Advisors LLC | 0.00% | Add +180.0% | 28 | $724 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 24 | $628 |
| Sittner & Nelson, LLC | 0.00% | No change | 24 | $616 |
| Friedenthal Financial | 0.00% | Add +50.0% | 21 | $539 |
| HFM Investment Advisors, LLC | 0.00% | No change | 17 | $426 |
| Private Wealth Asset Management, LLC | 0.00% | New | 11 | $282 |
"% 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.