Schwab US Large-Cap ETFSCHXETF
13F holders, Q2 2026 (June 30)1,607holders +62
122new positions
52sold out
3famous investors
$29.40avg. 13F price*
At the end of Q2 2026, 1,607 institutions reported holding Schwab US Large-Cap ETF (SCHX) in their 13F filings, up 62 from Q1 2026. 122 opened new positions and 52 sold out. The largest holders were US Bancorp \de ($5.1B), Creative Planning ($2.4B) and Moneta Group Investment Advisors LLC ($1.1B). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab US Large-Cap ETF
- CUSIP
- 808524201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $164.0M |
| Exits | 52 | $51.8M |
All 13F filers, Q1 2026 → Q2 2026: 64,551,418 shares bought and 17,804,637 shares sold, net +46,746,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,607 holders
| US Bancorp \de | 5.53% | Add +18.7% | 172,215,422 | $5.1B |
| Creative Planning | 1.40% | Reduce -0.9% | 81,513,814 | $2.4B |
| Moneta Group Investment Advisors LLC | 8.43% | Add +3.6% | 38,698,661 | $1.1B |
| Northwestern Mutual Wealth Management Co. | 0.59% | Add +8.7% | 37,819,350 | $1.1B |
| HBK Sorce Advisory LLC | 20.85% | Add +0.9% | 35,214,246 | $1.1B |
| Sei Investments Co. | 0.84% | Reduce -0.7% | 32,299,151 | $950.6M |
| Betterment LLC | 1.42% | Add +0.1% | 28,627,429 | $842.5M |
| Sage Financial Group Inc. | 37.50% | Reduce -0.5% | 23,002,052 | $677.0M |
| Captrust Financial Advisors | 0.92% | Add +0.9% | 20,363,006 | $599.3M |
| Diversified Enterprises, LLC | 26.79% | Add +3.5% | 18,816,940 | $553.8M |
| Cerity Partners LLC | 0.66% | Reduce -3.5% | 18,504,081 | $544.6M |
| HighTower Advisors, LLC | 0.39% | Reduce -0.4% | 13,950,292 | $410.6M |
| Koss-Olinger Consulting, LLC | 29.03% | Add +22.1% | 12,808,366 | $377.0M |
| Jupiter Topco LLC | 0.15% | — | 12,782,146 | $376.2M |
| Wealth Enhancement Advisory Services, LLC | 0.56% | Add +2.0% | 11,231,423 | $334.0M |
| McAdam, LLC | 12.42% | Add +7.4% | 10,922,591 | $321.5M |
| Bank of America Corp. | 0.02% | Add +3.5% | 10,429,473 | $306.9M |
| Mariner, LLC | 0.32% | Reduce -0.7% | 10,313,474 | $303.5M |
| Norinchukin Bank, The | 2.92% | No change | 10,180,000 | $299.6M |
| UBS Group AG | 0.05% | Add +4.5% | 9,978,048 | $293.7M |
| Mercer Global Advisors Inc. | 0.35% | Reduce -2.6% | 9,672,309 | $284.7M |
| Morgan Stanley | 0.01% | Add +2.8% | 8,847,214 | $260.4M |
| Prime Capital Investment Advisors, LLC | 2.49% | Reduce -2.2% | 8,704,919 | $256.2M |
| LPL Financial LLC | 0.06% | Add +13.6% | 8,562,609 | $252.0M |
| Fund Evaluation Group, LLC | 6.68% | Reduce -9.4% | 8,405,541 | $247.4M |
| JMG Financial Group, Ltd. | 5.93% | Add +0.0% | 8,334,300 | $245.3M |
| Kohmann Bosshard Financial Services, LLC | 19.74% | Add +4.2% | 7,904,940 | $232.6M |
| Beacon Pointe Advisors, LLC | 1.07% | Add +0.6% | 7,813,084 | $229.9M |
| Vantagepoint Investment Advisers LLC | 1.61% | Reduce -1.7% | 7,333,245 | $215.8M |
| Assetmark, Inc. | 0.34% | Add +1.7% | 6,626,112 | $195.0M |
| Corient Private Wealth LP | 0.25% | Reduce -10.4% | 6,026,096 | $177.3M |
| Farther Finance Advisors, LLC | 1.37% | Add +20.6% | 5,939,378 | $174.8M |
| Johnson Investment Counsel Inc. | 1.18% | Add +7.0% | 5,492,353 | $161.6M |
| Apriem Advisors | 13.81% | Reduce -3.8% | 5,419,045 | $159.5M |
| Northwest Quadrant Wealth Management, LLC | 29.24% | Add +1.4% | 5,365,862 | $157.9M |
| Financial Consulate, Inc. | 17.25% | Add +1.4% | 5,266,972 | $155.0M |
| BlueSky Wealth Advisors, LLC | 16.55% | Reduce -0.7% | 4,853,947 | $142.9M |
| Savant Capital, LLC | 0.41% | Add +102.1% | 5,054,516 | $139.4M |
| Orgel Wealth Management, LLC | 2.60% | Reduce -0.7% | 4,658,623 | $137.1M |
| AQR Capital Management | 0.05% | Add +13.3% | 4,515,858 | $132.9M |
| Jones Financial Companies LLLP | 0.05% | Add +34.8% | 4,524,404 | $130.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +3.9% | 4,324,345 | $127.3M |
| Charles Schwab Trust Co | 6.96% | Add +1.9% | 4,238,294 | $124.7M |
| BlackRock, Inc. | 0.00% | Add +32.4% | 4,231,409 | $124.5M |
| Evermay Wealth Management LLC | 12.53% | Reduce -5.3% | 4,135,021 | $121.7M |
| Steele Capital Management, Inc. | 4.46% | Add +0.7% | 4,110,047 | $121.1M |
| FSA Investment Group, LLC | 38.79% | Add +6.8% | 4,058,096 | $119.4M |
| Integrated Wealth Concepts LLC | 0.76% | Add +13.8% | 3,967,273 | $116.8M |
| Greenwood Gearhart LLC | 5.08% | Add +5.3% | 3,709,621 | $109.2M |
| Cornerstone Advisors Asset Management, LLC | 14.22% | Add +23.4% | 3,695,022 | $108.7M |
| Meridian Wealth Partners, LLC | 12.71% | Add +1.9% | 3,567,346 | $105.0M |
| Osaic Holdings, Inc. | 0.12% | Add +5.6% | 3,508,251 | $103.2M |
| JPMorgan Chase & Co. | 0.01% | Add +19.6% | 3,438,152 | $100.4M |
| Sims Investment Management, LLC | 30.48% | Add +1.3% | 3,349,904 | $98.6M |
| Focus Partners Wealth | 0.10% | Add +3.9% | 3,325,591 | $97.9M |
| Choreo, LLC | 1.07% | Reduce -1.1% | 3,302,982 | $97.2M |
| HB Wealth Management, LLC | 0.52% | Add +2.6% | 3,146,255 | $92.6M |
| EP Wealth Advisors, LLC | 0.35% | Reduce -1.3% | 3,142,065 | $92.5M |
| Curi Capital, LLC | 1.42% | Reduce -14.1% | 3,116,813 | $91.7M |
| Aptus Capital Advisors, LLC | 0.63% | Add +2.9% | 2,915,059 | $85.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -4.0% | 2,883,294 | $84.9M |
| Guardian Wealth Advisors, LLC / NC | 4.75% | Add +2.8% | 2,849,825 | $83.9M |
| Wealthspire Advisors, LLC | 0.46% | Add +0.6% | 2,840,786 | $83.6M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +0.4% | 2,837,324 | $83.5M |
| Cresset Asset Management, LLC | 0.30% | Add +0.2% | 2,810,536 | $82.7M |
| Financial Solutions Advisory Group, Inc. | 10.06% | Reduce -2.8% | 2,684,047 | $79.5M |
| Baker Avenue Asset Management, LP | 1.50% | Reduce -1.6% | 2,679,586 | $78.9M |
| Standpoint Asset Management, LLC | 15.82% | No change | 2,564,300 | $75.5M |
| NewSquare Capital LLC | 5.35% | Add +4.1% | 2,448,108 | $72.0M |
| CacheTech Inc. | 11.52% | Add +7.1% | 2,417,905 | $71.2M |
| Berger Financial Group, Inc | 3.50% | Reduce -1.7% | 2,326,585 | $68.5M |
| Alliance Wealth Management Group | 12.73% | Add +2.1% | 2,222,715 | $65.4M |
| Towercrest Capital Management | 9.12% | Add +2.1% | 2,222,715 | $65.4M |
| Adams Wealth Management | 12.43% | Add +4.6% | 2,205,832 | $64.9M |
| Legacy Wealth Management, LLC | 3.32% | Reduce -5.5% | 2,158,489 | $63.5M |
| Valley National Advisers Inc. | 6.90% | Add +3.2% | 2,110,527 | $62.1M |
| McGlone Suttner Wealth Management, Inc. | 7.25% | Add +0.2% | 2,101,313 | $61.8M |
| Bangor Savings Bank | 4.51% | Reduce -14.1% | 2,083,081 | $61.3M |
| SigFig Wealth Management, LLC | 1.62% | Add +14.1% | 2,091,615 | $61.1M |
| Financial Management Professionals, Inc. | 5.75% | Reduce -7.8% | 2,059,466 | $60.6M |
| Modern Wealth Management, LLC | 0.72% | Reduce -1.6% | 2,055,084 | $60.5M |
| Royal Bank of Canada | 0.01% | Add +2.8% | 1,977,125 | $58.2M |
| Pure Financial Advisors, LLC | 0.74% | Reduce -2.0% | 1,949,461 | $57.4M |
| Scarborough Advisors, LLC | 6.50% | Reduce -17.8% | 1,938,737 | $56.6M |
| Red Door Wealth Management, LLC | 5.16% | Reduce -0.6% | 1,920,120 | $56.5M |
| Chicago Partners Investment Group LLC | 1.12% | Add +5.0% | 1,926,721 | $56.0M |
| Wells Fargo & Company | 0.01% | Reduce -9.9% | 1,890,475 | $55.6M |
| Bleakley Financial Group, LLC | 0.71% | Reduce -1.1% | 1,890,085 | $55.6M |
| IMA Advisory Services, Inc. | 3.45% | Add +0.9% | 1,869,009 | $55.0M |
| Appleton Partners Inc. | 3.36% | Add +0.9% | 1,863,107 | $54.8M |
| Visionary Wealth Advisors | 2.14% | Add +1.2% | 1,845,188 | $54.3M |
| RKL Wealth Management LLC | 4.31% | Reduce -1.2% | 1,839,227 | $54.1M |
| United Capital Financial Advisors, LLC | 0.30% | Reduce -2.2% | 1,820,534 | $53.6M |
| Harbour Investments, Inc. | 0.72% | Add +2.1% | 1,819,857 | $53.6M |
| Quantinno Capital Management LP | 0.06% | Add +8.2% | 1,806,061 | $53.2M |
| Richardson Capital Management LLC | 22.53% | Reduce -0.3% | 1,791,575 | $52.7M |
| Kavar Capital Partners Group, LLC | 6.40% | Add +3.0% | 1,766,011 | $52.0M |
| Courage Miller Partners, LLC | 13.44% | Reduce -0.2% | 1,731,183 | $50.9M |
| Cetera Investment Advisers | 0.05% | Add +6.7% | 1,695,460 | $49.9M |
| FIDELIS iM, LLC | 16.27% | Add +2.0% | 1,620,780 | $47.7M |
| Fortress Financial Group, LLC | 23.72% | New | 1,613,952 | $47.5M |
| Fortis Capital Management LLC | 5.24% | Add +5.1% | 1,582,395 | $46.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +40.6% | 1,581,714 | $46.5M |
| Ascension Capital Advisors, Inc. | 12.91% | Reduce -0.5% | 1,562,090 | $46.0M |
| Newman Dignan & Sheerar, Inc. | 8.78% | Reduce -0.0% | 1,559,413 | $45.9M |
| FMR LLC | 0.00% | Add +5.4% | 1,557,230 | $45.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -14.2% | 1,481,699 | $43.6M |
| Waverly Advisors, LLC | 0.25% | Reduce -2.3% | 1,467,168 | $43.2M |
| Matrix Trust Co | 6.25% | Add +0.8% | 1,464,818 | $43.1M |
| Wilmington Savings Fund Society, FSB | 0.96% | Reduce -2.5% | 1,463,705 | $43.1M |
| D.B. Root & Company, LLC | 9.07% | Reduce -1.4% | 1,450,411 | $42.7M |
| Foster Victor Wealth Advisors, LLC | 2.23% | Add +11.9% | 1,434,875 | $42.5M |
| World Investment Advisors | 0.70% | Reduce -0.0% | 1,646,061 | $42.3M |
| Schneider Downs Wealth Management Advisors, LP | 3.97% | Add +0.5% | 1,434,461 | $42.2M |
| Valicenti Advisory Services Inc. | 7.93% | Add +1.4% | 1,428,237 | $42.0M |
| Morris Financial Concepts, Inc. | 12.83% | Reduce -3.0% | 1,421,890 | $41.8M |
| Ashton Thomas Private Wealth, LLC | 0.87% | Add +0.1% | 1,418,231 | $41.7M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -3.1% | 1,414,749 | $41.6M |
| Access Financial Services, Inc. | 13.58% | Reduce -1.4% | 1,407,284 | $41.4M |
| Sequoia Financial Advisors, LLC | 0.20% | Reduce -2.0% | 1,384,788 | $40.8M |
| Modera Wealth Management, LLC | 0.43% | Reduce -4.9% | 1,375,086 | $40.5M |
| Sherwood Financial Partners, LLC | 32.44% | Reduce -0.2% | 1,369,520 | $40.3M |
| Dynamic Advisor Solutions LLC | 1.13% | Add +5.7% | 1,354,713 | $39.9M |
| Main Street Financial Solutions, LLC | 2.52% | Add +2.0% | 1,332,666 | $39.2M |
| Bernard Wealth Management Corp. | 14.36% | Add +1.6% | 1,323,557 | $39.0M |
| Perigon Wealth Management, LLC | 0.61% | Add +9.3% | 1,317,599 | $38.8M |
| Belpointe Asset Management LLC | 1.26% | Reduce -2.4% | 1,311,273 | $38.6M |
| Ashford Advisors, LLC | 7.88% | Reduce -2.3% | 1,297,442 | $38.2M |
| MAI Capital Management | 0.14% | Add +4.2% | 1,275,098 | $37.5M |
| Gleason Group, Inc. | 3.25% | Add +0.6% | 1,264,394 | $37.2M |
| Ballast Advisors LLC | 8.83% | Reduce -5.7% | 1,259,742 | $37.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -34.1% | 1,253,083 | $36.9M |
| Fortis Capital Advisors, LLC | 4.12% | Reduce -2.6% | 1,243,602 | $36.6M |
| HRC Wealth Management, LLC | 14.97% | Reduce -1.1% | 1,243,601 | $36.6M |
| FPC Investment Advisory, Inc. | 17.20% | Add +2.5% | 1,243,751 | $36.5M |
| Pinkerton Wealth, LLC | 3.13% | Add +1.1% | 1,421,061 | $36.4M |
| Stifel Financial Corp. | 0.03% | Add +0.3% | 1,218,806 | $35.9M |
| Cornerstone Wealth Group, LLC | 2.10% | Reduce -2.0% | 1,198,819 | $35.3M |
| Powers Advisory Group, LLC | 11.05% | Reduce -0.5% | 1,198,097 | $35.3M |
| Anchor Investment Management, LLC | 2.64% | Add +0.0% | 1,193,627 | $35.1M |
| Christensen, King & Associates Investment Services, Inc. | 13.36% | Reduce -0.6% | 1,142,534 | $33.6M |
| True Freedom Investing, LLC | 2.63% | Reduce -4.1% | 1,309,369 | $33.6M |
| OneDigital Investment Advisors LLC | 0.28% | Add +1.1% | 1,137,077 | $33.5M |
| Gordian Advisors LLC | 19.02% | Reduce -0.4% | 1,098,792 | $32.3M |
| Embree Financial Group | 3.17% | Reduce -14.7% | 1,076,820 | $31.7M |
| Provident Wealth Management, LLC | 8.07% | Reduce -1.2% | 1,065,680 | $31.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.45% | Add +0.1% | 1,053,827 | $31.0M |
| Csenge Advisory Group | 1.25% | Reduce -7.8% | 1,040,628 | $30.6M |
| Ethos Financial Group, LLC | 2.02% | Reduce -15.8% | 1,046,192 | $30.1M |
| Kelman-Lazarov, Inc. | 3.94% | Reduce -0.9% | 1,022,937 | $30.1M |
| St. Johns Investment Management Company, LLC | 11.17% | Reduce -2.1% | 1,003,234 | $29.5M |
| Milestone Investment Advisors LLC | 6.37% | Reduce -0.7% | 1,001,568 | $29.5M |
| Athena Investment Management | 17.10% | Reduce -25.0% | 979,866 | $28.8M |
| Destination Wealth Management | 0.67% | Reduce -6.5% | 975,922 | $28.7M |
| Clearwater Capital Advisors, LLC | 2.10% | Add +1.4% | 971,610 | $28.6M |
| Salem Investment Counselors Inc. | 0.70% | Add +1.9% | 957,478 | $28.2M |
| Sage Financial Management Group, Inc. | 7.69% | Reduce -0.2% | 950,604 | $28.0M |
| Essex LLC | 4.23% | Add +0.8% | 946,412 | $27.9M |
| GEN Financial Management, INC. | 16.61% | Add +0.6% | 936,352 | $27.6M |
| Summit Financial, LLC | 0.30% | Add +21.7% | 934,822 | $27.5M |
| Allworth Financial LP | 0.12% | Reduce -0.8% | 925,284 | $27.2M |
| Manchester Financial Inc. | 4.74% | Reduce -5.6% | 904,481 | $26.6M |
| Lutz Financial Services LLC | 1.62% | Add +1.3% | 902,154 | $26.6M |
| Sound View Wealth Advisors Group, LLC | 1.64% | Reduce -1.9% | 899,798 | $26.5M |
| Asset Allocation Strategies LLC | 4.03% | Add +1.3% | 889,541 | $26.2M |
| Lowe Brockenbrough & Co. Inc. | 1.15% | Reduce -4.9% | 881,010 | $25.9M |
| Alpha Zero LLC | 9.83% | Add +10.6% | 875,489 | $25.9M |
| Valley Forge Investment Consultants Inc. Adv | 6.67% | Add +1.3% | 879,414 | $25.9M |
| Bell Investment Advisors, Inc | 3.75% | Reduce -3.8% | 866,847 | $25.5M |
| Ancora Advisors LLC | 0.48% | Reduce -4.9% | 842,583 | $24.8M |
| Orion Porfolio Solutions, LLC | 0.19% | Reduce -1.6% | 836,969 | $24.6M |
| WBH Advisory Inc. | 1.65% | Add +2.4% | 835,375 | $24.6M |
| Sprinkle Financial Consultants LLC | 9.54% | Reduce -0.6% | 826,262 | $24.3M |
| Canal Capital Management, LLC | 2.97% | Add +1.3% | 825,700 | $24.3M |
| Cantor Fitzgerald Investment Advisors L.P. | 1.62% | Reduce -1.9% | 817,494 | $24.1M |
| White & Co Financial Planning Inc | 14.87% | Add +0.9% | 815,684 | $24.0M |
| Bluespring Wealth Management, LLC | 0.46% | Add +46.0% | 812,249 | $23.9M |
| Abound Wealth Management | 4.72% | Add +1.1% | 808,077 | $23.8M |
| Mfa Wealth Advisors, LLC | 4.05% | Add +4.4% | 806,137 | $23.7M |
| Up Strategic Wealth Investment Advisors LLC | 14.08% | Add +1.9% | 778,611 | $23.6M |
| Mission Wealth Management, LP | 0.29% | Add +128.8% | 795,359 | $23.4M |
| Koesten, Hirschmann & Crabtree, INC. | 9.74% | Reduce -1.4% | 794,508 | $23.4M |
| Renaissance Technologies | 0.03% | Add +822.9% | 787,200 | $23.2M |
| Black Diamond Financial, LLC | 2.03% | Reduce -0.5% | 783,753 | $23.1M |
| Investors Research Corp | 4.11% | Add +4.4% | 780,944 | $23.0M |
| B & T Capital Management DBA Alpha Capital Management | 3.01% | Reduce -1.6% | 779,637 | $22.9M |
| Hengehold Capital Management LLC | 1.77% | Reduce -0.2% | 776,436 | $22.9M |
| Blue Bell Private Wealth Management, LLC | 2.84% | Reduce -5.0% | 775,110 | $22.8M |
| Gladstone Institutional Advisory LLC | 0.72% | Reduce -0.7% | 773,669 | $22.8M |
| Family Legacy Financial Solutions, LLC | 13.63% | Add +4.7% | 759,646 | $22.4M |
| Truist Financial Corp. | 0.03% | Add +0.1% | 759,474 | $22.4M |
| IFP Advisors, Inc | 0.40% | Add +6.1% | 756,568 | $22.3M |
| Tortoise Investment Management, LLC | 1.62% | Reduce -1.1% | 737,656 | $21.7M |
| MCF Advisors LLC | 0.77% | Reduce -0.3% | 734,780 | $21.6M |
| Sheets Smith Wealth Management | 2.13% | Add +0.0% | 724,506 | $21.3M |
| Coldstream Capital Management Inc. | 0.27% | Add +0.1% | 723,095 | $21.3M |
| Stevens Capital Partners | 3.99% | Add +7.1% | 713,455 | $21.0M |
| Moneywise, Inc. | 7.82% | Add +0.4% | 712,622 | $21.0M |
| Merit Financial Group, LLC | 0.13% | Reduce -5.9% | 705,251 | $20.8M |
| Cornerstone Planning, LLC | 4.66% | Reduce -0.9% | 685,039 | $20.2M |
| BCS Wealth Management | 3.60% | Add +0.1% | 679,092 | $20.0M |
| MML Investors Services, LLC | 0.04% | Add +45.7% | 675,879 | $19.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.0% | 671,664 | $19.8M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -8.2% | 665,812 | $19.6M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -2.5% | 665,051 | $19.6M |
| L2 Asset Management, LLC | 2.02% | Reduce -49.8% | 659,727 | $19.4M |
| Winthrop Capital Management, LLC | 4.67% | Reduce -0.1% | 657,605 | $19.4M |
| Red Cedar Investment Management, LLC | 1.83% | No change | 656,462 | $19.3M |
| Leavell Investment Management, Inc. | 0.70% | Reduce -1.0% | 655,172 | $19.3M |
| Equitable Holdings, Inc. | 0.11% | Add +35.6% | 640,469 | $18.8M |
| Transamerica Financial Advisors, LLC | 1.58% | Reduce -13.2% | 634,091 | $18.7M |
| Redhawk Wealth Advisors, Inc. | 1.84% | Add +12.8% | 633,291 | $18.6M |
| Jacobi Capital Management LLC | 0.91% | Reduce -4.2% | 630,971 | $18.6M |
| National Bank of Canada | 0.02% | New | 629,517 | $18.5M |
| Northern Trust Corp. | 0.00% | Add +0.3% | 620,591 | $18.3M |
| Truepoint, Inc. | 0.38% | Reduce -26.6% | 620,573 | $18.3M |
| Focus Financial Network, Inc. | 0.56% | Reduce -0.4% | 611,089 | $18.0M |
| Sagespring Wealth Partners, LLC | 0.28% | New | 609,653 | $17.9M |
| Trinity Legacy Partners, LLC | 3.55% | Reduce -2.8% | 599,762 | $17.8M |
| Wilkins Miller Wealth Management, LLC | 9.59% | Reduce -0.3% | 592,426 | $17.4M |
| Almanack Investment Partners, LLC. | 2.18% | Reduce -32.1% | 581,404 | $17.1M |
| Leverty Financial Group, LLC | 3.30% | Add +2.5% | 576,547 | $17.0M |
| Blackhawk Capital Partners, LLC | 5.53% | Add +1223.3% | 575,233 | $16.9M |
| MinichMacGregor Wealth Management, LLC | 2.57% | Add +0.8% | 574,588 | $16.9M |
| Peapack Gladstone Financial Corp. | 0.19% | Add +1.1% | 557,918 | $16.4M |
| Downshift Financial, LLC | 7.42% | Reduce -15.9% | 555,541 | $16.3M |
| Arnold Financial Planning LLC | 12.15% | Add +4.7% | 553,571 | $16.3M |
| Savvy Advisors, Inc. | 0.35% | Add +0.0% | 551,255 | $16.2M |
| Lodestar Private Asset Management LLC | 1.40% | Add +0.8% | 550,784 | $16.2M |
| CoreCap Advisors, LLC | 0.47% | Add +4.7% | 542,528 | $16.0M |
| Caprock Group, LLC | 0.30% | Add +2.3% | 530,918 | $15.6M |
| Allen Capital Group, LLC | 1.28% | Add +5.7% | 530,430 | $15.6M |
| Copper Harbor Investment Advisors, LLC | 3.28% | — | 526,936 | $15.5M |
| GTS Financial, LLC | 11.20% | New | 628,616 | $15.4M |
| Councilor Wealth, LLC | 6.20% | Reduce -1.1% | 520,828 | $15.3M |
| Vise Technologies, Inc. | 0.17% | Add +2.7% | 515,189 | $15.2M |
| Sigma Planning Corp | 0.38% | Reduce -2.9% | 507,745 | $14.9M |
| North Star Asset Management Inc. | 0.59% | Add +4.8% | 507,326 | $14.9M |
| Hantz Financial Services, Inc. | 0.20% | Add +13.6% | 502,776 | $14.8M |
| Summit Financial Consulting LLC | 10.04% | Reduce -29.5% | 502,683 | $14.8M |
| Arcadia Investment Advisors LLC | 6.20% | Reduce -1.0% | 499,222 | $14.7M |
| CVA Family Office, LLC | 1.33% | Reduce -2.7% | 498,019 | $14.7M |
| Elite Life Management LLC | 17.08% | Reduce -0.4% | 480,523 | $14.6M |
| Nations Financial Group Inc, /Ia/ | 0.69% | Add +4.1% | 490,607 | $14.4M |
| Keyvantage Wealth, LLC | 5.29% | Add +1.8% | 474,745 | $14.0M |
| American Money Management, LLC | 1.99% | Add +1.7% | 473,160 | $13.9M |
| G2 Capital Management, LLC / Oh | 3.00% | No change | 467,675 | $13.8M |
| Global Endowment Management, LP | 1.39% | Add +20.1% | 465,798 | $13.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.29% | Add +18.4% | 463,013 | $13.6M |
| IHT Wealth Management, LLC | 0.29% | Add +2.7% | 457,932 | $13.5M |
| Enclave Advisors LLC | 1.75% | Add +0.4% | 456,688 | $13.4M |
| Tradewinds Capital Management, LLC | 2.38% | Add +10.4% | 454,027 | $13.4M |
| Strategic Equity Management | 4.47% | Reduce -11.4% | 452,692 | $13.3M |
| Ieq Capital, LLC | 0.06% | Add +8.7% | 446,768 | $13.1M |
| Morling Financial Advisors, LLC | 3.65% | Reduce -0.1% | 445,652 | $13.1M |
| PFG Advisors | 0.65% | Add +7.0% | 437,209 | $12.9M |
| CAP Partners, LLC | 6.27% | Add +4.4% | 435,396 | $12.8M |
| Brand Asset Management Group, Inc. | 2.83% | Reduce -1.2% | 435,333 | $12.8M |
| Yanni & Associates Investment Advisors, LLC | 11.77% | Reduce -0.2% | 433,561 | $12.8M |
| Farrell Financial LLC | 6.89% | Add +0.1% | 433,179 | $12.7M |
| Apollon Wealth Management, LLC | 0.15% | Add +14.3% | 431,498 | $12.7M |
| Frisco Financial Planning LLC | 9.55% | Reduce -2.9% | 430,602 | $12.7M |
| Strategic Family Wealth Counselors, L.L.C. | 2.94% | Add +0.3% | 429,373 | $12.6M |
| Arax Advisory Partners | 0.08% | Add +478.9% | 427,521 | $12.6M |
| Ballast Financial Advisors LLC | 11.38% | Add +1.3% | 427,141 | $12.6M |
| Avidian Wealth Enterprises, LLC | 0.35% | Add +0.0% | 423,226 | $12.5M |
| Guardian Financial Partners, LLC | 4.82% | Reduce -0.9% | 420,492 | $12.4M |
| LongView Wealth Management | 3.16% | Add +0.0% | 418,242 | $12.3M |
| NewEdge Advisors, LLC | 0.04% | Add +2.6% | 416,791 | $12.3M |
| Cooper/Haims Advisors, LLC | 5.24% | Reduce -1.8% | 414,073 | $12.2M |
| SCS Capital Management LLC | 0.12% | Reduce -10.1% | 413,829 | $12.2M |
| Revolve Wealth Partners, LLC | 1.26% | Reduce -0.3% | 412,375 | $12.1M |
| Envision Financial LLC | 5.58% | Reduce -14.5% | 411,698 | $12.1M |
| United Advisor Group, LLC | 1.27% | Reduce -0.5% | 407,165 | $12.0M |
| K2 Financial Inc. | 8.41% | Reduce -0.9% | 401,944 | $11.9M |
| MBA Advisors LLC | 4.03% | Reduce -0.8% | 402,297 | $11.8M |
| Elevation Wealth Partners, LLC | 3.46% | Reduce -2.8% | 392,965 | $11.6M |
| Balance Wealth Partners LLC | 3.02% | Add +1.0% | 386,171 | $11.4M |
| Grant Street Asset Management, Inc. | 1.85% | Reduce -0.4% | 383,403 | $11.3M |
| Axxcess Wealth Management, LLC | 0.18% | Add +122.7% | 377,760 | $11.1M |
| Capital Squared Financial LLC | 7.18% | Add +0.3% | 373,215 | $11.0M |
| Aprio Wealth Management, LLC | 0.54% | Add +628.4% | 371,227 | $10.9M |
| NorthRock Partners, LLC | 0.16% | Reduce -7.9% | 371,161 | $10.9M |
| R. W. Roge & Company, Inc. | 4.61% | Reduce -0.2% | 369,141 | $10.9M |
| Payne Capital LLC | 9.04% | Reduce -18.6% | 368,774 | $10.9M |
| Thrivent Financial for Lutherans | 0.02% | Add +3.2% | 367,832 | $10.8M |
| Legacy Private Trust Co. | 0.59% | Reduce -0.1% | 360,717 | $10.6M |
| Wealthcare Advisory Partners LLC | 0.20% | Reduce -7.2% | 360,461 | $10.6M |
| AlphaCore Capital LLC | 0.19% | Add +5.6% | 359,222 | $10.6M |
| Attessa Capital LLC | 4.71% | Reduce -1.5% | 356,612 | $10.5M |
| Walkner Condon Financial Advisors LLC | 1.20% | Add +5.2% | 353,563 | $10.4M |
| Consilium Wealth Advisory, LLC | 3.08% | Add +5.4% | 353,163 | $10.4M |
| RTD Financial Advisors, Inc. | 1.13% | Reduce -0.5% | 352,571 | $10.4M |
| Mission Creek Capital Partners, Inc. | 1.80% | Add +67.4% | 406,763 | $10.3M |
| Range Advisory, LLC | 1.20% | Add +6.9% | 342,350 | $10.1M |
| Lee Financial Co | 1.28% | Reduce -1.1% | 340,795 | $10.0M |
| VSM Wealth Advisory, LLC | 2.66% | Add +0.7% | 340,698 | $10.0M |
| Asset Dedication, LLC | 0.63% | Reduce -5.9% | 339,919 | $10.0M |
| Compass Financial Group, INC | 1.14% | Add +245.4% | 338,499 | $10.0M |
| Wealth Enhancement Trust Services, Inc. | 1.10% | Reduce -7.9% | 337,673 | $9.9M |
| Element Wealth, LLC | 3.70% | Reduce -0.3% | 333,896 | $9.8M |
| Berkshire Asset Management LLC | 0.38% | Add +4.6% | 332,719 | $9.8M |
| Planning Alternatives Ltd. | 1.04% | Reduce -4.2% | 328,089 | $9.7M |
| Oakwell Private Wealth Management, LLC | 1.59% | Reduce -0.3% | 326,201 | $9.6M |
| Medallion Wealth Advisors, LLC | 3.02% | Add +3.1% | 325,905 | $9.6M |
| Meramec Financial Planners, LLC | 3.47% | Reduce -2.6% | 325,625 | $9.5M |
| Lido Advisors, LLC | 0.03% | Reduce -11.7% | 321,282 | $9.5M |
| Circle Wealth Management, LLC | 0.11% | No change | 310,300 | $9.1M |
| Monetary Solutions, Ltd | 7.75% | Add +0.0% | 305,761 | $9.0M |
| Farnam Financial LLC | 6.55% | Reduce -16.3% | 305,288 | $9.0M |
| Leisure Capital Management | 2.80% | Reduce -47.3% | 304,890 | $9.0M |
| Gradient Investments LLC | 0.12% | Reduce -11.1% | 304,499 | $9.0M |
| Johnson Financial Group, LLC | 0.48% | Add +0.0% | 303,904 | $8.9M |
| BIP Wealth, LLC | 0.25% | Add +1377.0% | 303,145 | $8.9M |
| Patriot Investment Management Group, Inc. | 0.51% | Reduce -1.4% | 300,936 | $8.9M |
| Ignite Planners, LLC | 1.19% | Add +6.5% | 295,276 | $8.7M |
| MBL Wealth, LLC | 0.59% | Reduce -1.7% | 293,670 | $8.6M |
| Nicollet Investment Management, Inc. | 2.66% | No change | 292,876 | $8.6M |
| Advisory Services Network, LLC | 0.10% | Reduce -12.3% | 292,527 | $8.6M |
| Tempus Wealth Planning, LLC | 1.67% | Add +5.0% | 290,411 | $8.5M |
| Van Strum & Towne Inc. | 2.32% | Add +11.0% | 289,441 | $8.5M |
| Ami Investment Management Inc. | 1.78% | Reduce -1.7% | 284,720 | $8.4M |
| Arcataur Capital Management LLC | 2.07% | Reduce -1.1% | 283,744 | $8.4M |
| Barden Capital Management, Inc. | 7.68% | Add +0.4% | 282,948 | $8.3M |
| Sentinel Pension Advisors, LLC | 1.09% | Add +3.2% | 283,819 | $8.3M |
| Curbstone Financial Management Corp | 1.41% | Add +0.7% | 280,700 | $8.3M |
| SWS Partners | 1.76% | Reduce -0.4% | 277,440 | $8.2M |
| Triangle Securities Wealth Management | 1.62% | Add +3.2% | 277,339 | $8.2M |
| Segall Bryant & Hamill, LLC | 0.10% | No change | 276,549 | $8.1M |
| Harbor Group, Inc. | 0.95% | Reduce -0.5% | 275,789 | $8.1M |
| Droms Strauss Advisors Inc. /Mo/ | 1.83% | Add +1.0% | 273,643 | $8.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.68% | Reduce -6.4% | 272,927 | $8.0M |
| Arbor Trust Wealth Advisors, LLC | 3.24% | Reduce -0.5% | 272,838 | $8.0M |
| GPM Growth Investors, Inc. | 3.29% | Reduce -9.3% | 267,308 | $7.9M |
| Flputnam Investment Management Co. | 0.09% | Add +3.4% | 266,662 | $7.8M |
| Balboa Wealth Partners | 1.07% | Add +352.5% | 266,627 | $7.8M |
| Jacobs Equity LLC | 5.40% | Add +9.1% | 265,723 | $7.8M |
| Blueprint Investment Partners LLC | 0.65% | Add +11.5% | 265,718 | $7.8M |
| Rosenberg Matthew Hamilton | 1.46% | Reduce -2.8% | 265,490 | $7.8M |
| Natixis Advisors, LLC | 0.01% | Add +2.9% | 264,763 | $7.8M |
| Cahill Financial Advisors Inc. | 0.75% | Reduce -1.8% | 264,708 | $7.8M |
| Van Cleef Asset Management,Inc | 0.79% | Add +1.5% | 264,613 | $7.8M |
| J.W. Cole Advisors, Inc. | 0.13% | New | 263,295 | $7.7M |
| Trivium Point Advisory, LLC | 0.70% | Add +90.7% | 263,008 | $7.7M |
| Foundations Investment Advisors, LLC | 0.08% | Add +14.9% | 262,614 | $7.7M |
| Bartlett & Co. Wealth Management LLC | 0.10% | Add +0.3% | 260,590 | $7.7M |
| Gradient Capital Advisors, LLC | 1.77% | Reduce -0.5% | 259,820 | $7.6M |
| Sfmg, LLC | 0.46% | Reduce -0.9% | 257,317 | $7.6M |
| Santori & Peters, Inc. | 2.13% | Reduce -0.1% | 256,380 | $7.5M |
| Hamrick Investment Counsel, llc | 4.99% | Add +1.3% | 255,862 | $7.5M |
| Somerset Group LLC | 5.28% | Add +3.3% | 252,945 | $7.5M |
| Castle Wealth Management LLC | 2.22% | Reduce -3.3% | 254,678 | $7.5M |
| Blair William & Co. | 0.02% | Add +6.9% | 253,193 | $7.5M |
| Krilogy Financial LLC | 0.22% | Add +1.6% | 251,880 | $7.4M |
| Klingenstein Fields & Co. LP | 0.26% | Add +0.9% | 251,282 | $7.4M |
| Sage Mountain Advisors LLC | 0.45% | No change | 249,841 | $7.4M |
| Cannon Capital Management, Inc. | 6.20% | Reduce -1.3% | 247,946 | $7.3M |
| Madden Advisory Services, Inc. | 2.60% | Reduce -3.6% | 246,436 | $7.3M |
| WealthPlan Investment Management, LLC | 0.36% | Reduce -0.4% | 245,235 | $7.2M |
| Signature Estate & Investment Advisors LLC | 0.13% | Add +1.7% | 244,367 | $7.2M |
| Fiduciary Financial Advisors | 0.73% | New | 242,865 | $7.1M |
| Mutual Advisors, LLC | 0.13% | Add +0.8% | 239,788 | $7.1M |
| Phillips Financial Management, LLC | 0.52% | Reduce -4.7% | 238,838 | $7.0M |
| Western Wealth Management, LLC | 0.23% | Reduce -4.1% | 238,728 | $7.0M |
| Legacy Financial Group, Inc. | 1.63% | Reduce -1.7% | 237,283 | $7.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -17.4% | 236,216 | $7.0M |
| Benson Investment Management Company, Inc. | 38.80% | Add +52.8% | 230,404 | $6.8M |
| YHB Investment Advisors, Inc. | 0.43% | Add +6.4% | 229,347 | $6.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -21.4% | 225,972 | $6.7M |
| Windsor Advisory Group, LLC | 4.81% | No change | 225,196 | $6.6M |
| St. Louis Trust Co | 0.76% | Add +0.3% | 1,328,539 | $6.6M |
| Pathstone Holdings, LLC | 0.02% | Add +9.6% | 224,092 | $6.6M |
| Mengis Capital Management, Inc. | 1.01% | Add +8.0% | 223,908 | $6.6M |
| Floyd Financial Group LLC | 4.26% | Reduce -11.0% | 220,413 | $6.5M |
| Rothschild Wealth LLC | 0.52% | Add +0.1% | 221,536 | $6.5M |
| Eagle Capital Management, LLC | 2.22% | Add +0.9% | 221,255 | $6.5M |
| Cornerstone Wealth Advisors, Inc. | 1.36% | Reduce -1.8% | 220,937 | $6.5M |
| Citigroup Inc. | 0.00% | Reduce -0.1% | 220,541 | $6.5M |
| Gambit Capital Management, LLC | 3.78% | Reduce -2.4% | 220,435 | $6.5M |
| True North Advisors, LLC | 0.61% | Reduce -1.7% | 216,573 | $6.4M |
| Valmark Advisers, Inc. | 0.07% | Add +0.0% | 216,555 | $6.4M |
| Cathy Pareto & Associates, Inc. | 3.72% | Add +15.6% | 215,652 | $6.3M |
| Raine Group LLC | 71.46% | Reduce -26.3% | 215,168 | $6.3M |
| Bailard, Inc. | 0.13% | Reduce -0.6% | 212,469 | $6.3M |
| Dorato Capital Management | 4.12% | Add +1.3% | 204,325 | $6.1M |
| Thrive Wealth Management, LLC | 0.78% | Reduce -0.6% | 206,410 | $6.1M |
| Brighton Jones LLC | 0.11% | Reduce -4.8% | 206,037 | $6.1M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -32.4% | 202,003 | $5.9M |
| Commerce Bank | 0.03% | Add +0.6% | 200,409 | $5.9M |
| Elmwood Wealth Management, Inc. | 1.46% | Add +2.3% | 198,517 | $5.8M |
| Omega Financial Group, LLC | 1.77% | Reduce -0.1% | 198,182 | $5.8M |
| Sawgrass Asset Management LLC | 0.77% | Add +0.8% | 197,359 | $5.8M |
| Vanguard Personalized Indexing Management, LLC | 0.05% | Reduce -1.9% | 196,797 | $5.8M |
| Montis Financial, LLC | 1.18% | Reduce -0.1% | 196,705 | $5.8M |
| TD Private Client Wealth LLC | 0.11% | Add +0.7% | 194,923 | $5.7M |
| Aspiriant, LLC | 0.14% | Add +0.1% | 194,663 | $5.7M |
| Ring Mountain Capital, LLC | 2.37% | Add +0.3% | 192,238 | $5.7M |
| Atria Investments, Inc | 0.06% | Add +4.6% | 187,531 | $5.5M |
| Spartan Wealth Advisory Services LLC | 0.45% | Add +40.6% | 187,216 | $5.5M |
| Seros Financial, LLC | 2.86% | Add +15.5% | 186,668 | $5.5M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -1.0% | 183,906 | $5.4M |
| Davidson Trust Co. | 2.09% | Reduce -3.5% | 182,335 | $5.4M |
| Asset Planning Services Inc. /La/ | 2.27% | Reduce -2.6% | 181,707 | $5.3M |
| Rwa Wealth Partners, LLC | 0.05% | Add +15.9% | 181,529 | $5.3M |
| Selby Wealth Management, LLC | 1.89% | Add +0.9% | 181,021 | $5.3M |
| Code Waechter LLC | 2.72% | Add +1.5% | 178,796 | $5.3M |
| Muirfield Wealth Advisors LLC | 3.39% | Reduce -1.6% | 176,392 | $5.2M |
| Denver PWM, LLC | 1.69% | Reduce -8.7% | 168,888 | $5.2M |
| Brookstone Capital Management | 0.05% | Add +12.0% | 174,967 | $5.1M |
| Bigelow Investment Advisors, LLC | 1.86% | Reduce -1.3% | 174,562 | $5.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.2% | 174,462 | $5.1M |
| Winthrop Advisory Group LLC | 0.34% | Reduce -1.8% | 170,653 | $5.0M |
| Godsey & Gibb, Inc. | 0.41% | Add +4.0% | 170,375 | $5.0M |
| CIBC Bancorp USA Inc. | 0.01% | Add +11.6% | 169,850 | $5.0M |
| Peak Financial Management, Inc. | 1.14% | Reduce -0.1% | 168,838 | $5.0M |
| Phil A. Younker & Associates, Ltd. | 3.34% | Add +23.1% | 168,396 | $5.0M |
| Creekside Partners | 1.79% | Add +0.2% | 168,291 | $5.0M |
| Wealthspire Retirement, LLC | 0.27% | Reduce -16.0% | 167,933 | $4.9M |
| Asset Management Group, Inc. | 0.72% | Reduce -0.3% | 168,008 | $4.9M |
| Waterloo Capital, L.P. | 0.28% | Reduce -0.1% | 167,217 | $4.9M |
| Peachtree Investment Partners, LLC | 1.57% | Add +11.3% | 166,609 | $4.9M |
| Hanseatic Management Services Inc. | 3.58% | Reduce -2.5% | 165,159 | $4.9M |
| First Foundation Advisors | 0.17% | No change | 164,561 | $4.8M |
| Chapman Financial Group, LLC | 3.19% | Add +0.9% | 163,239 | $4.8M |
| Sowell Financial Services LLC | 0.16% | Reduce -15.5% | 162,407 | $4.8M |
| Missouri Trust & Investment Co | 1.29% | Add +0.6% | 161,393 | $4.8M |
| MeadowBrook Investment Advisors LLC | 3.82% | Reduce -0.3% | 160,900 | $4.7M |
| Sand Hill Global Advisors, LLC | 0.14% | No change | 160,379 | $4.7M |
| Summit Financial Strategies, Inc. | 0.33% | Add +1.2% | 160,333 | $4.7M |
| Indivisible Partners | 0.27% | Add +19.2% | 159,588 | $4.7M |
| Bank of Montreal | 0.00% | Reduce -16.3% | 158,053 | $4.7M |
| Park Avenue Securities LLC | 0.03% | Add +0.1% | 157,501 | $4.6M |
| Summit Place Financial Advisors, LLC | 2.02% | Add +2.0% | 156,552 | $4.6M |
| Meridian Wealth Management, LLC | 0.14% | Add +3.8% | 156,349 | $4.6M |
| Cornerstone Financial Management LLC | 3.67% | Add +1.4% | 155,383 | $4.6M |
| Diversify Advisory Services, LLC | 0.08% | New | 156,780 | $4.6M |
| Diversify Wealth Management, LLC | 0.08% | Add +0.5% | 156,780 | $4.6M |
| Values Added Financial LLC | 1.65% | Reduce -1.9% | 155,258 | $4.6M |
| Ausdal Financial Partners, Inc. | 0.18% | Reduce -20.4% | 155,141 | $4.6M |
| Pittenger & Anderson Inc. | 0.16% | Add +2.1% | 154,943 | $4.6M |
| Berkeley, Inc | 1.43% | Reduce -0.2% | 154,416 | $4.5M |
| Naples Global Advisors, LLC | 0.28% | Add +2.0% | 153,753 | $4.5M |
| Paulson Wealth Management Inc. | 0.96% | Reduce -2.2% | 153,028 | $4.5M |
| RMR Wealth Builders | 0.28% | Reduce -7.2% | 151,953 | $4.5M |
| WJ Financial Advisors LLC | 3.28% | Add +0.1% | 151,593 | $4.5M |
| Ironwood Wealth Management, LLC. | 0.98% | Reduce -7.7% | 150,979 | $4.4M |
| John Boyer, Inc. | 3.84% | Reduce -0.8% | 150,324 | $4.4M |
| Global Retirement Partners, LLC | 0.07% | — | 149,434 | $4.4M |
| Carr Financial Group Corp | 1.01% | Reduce -3.0% | 148,407 | $4.4M |
| ETF Store, Inc. | 3.65% | Add +0.7% | 148,227 | $4.4M |
| Shelton Wealth Management, LLC | 1.73% | Reduce -5.3% | 148,047 | $4.4M |
| Beaumont Financial Advisors, LLC | 0.27% | Reduce -0.5% | 144,460 | $4.3M |
| Fort Vancouver Investment Management, LLC | 1.98% | Reduce -6.2% | 144,354 | $4.2M |
| Procyon Advisors, LLC | 0.18% | Reduce -4.3% | 144,233 | $4.2M |
| Maia Wealth LLC | 0.62% | Reduce -3.8% | 143,707 | $4.2M |
| U S Wealth Group, Llc. | 2.53% | Reduce -32.1% | 143,676 | $4.2M |
| Clearstead Advisors, LLC | 0.04% | Reduce -13.9% | 142,897 | $4.2M |
| Advisors Management Group Inc. | 0.69% | Add +0.0% | 142,167 | $4.2M |
| Parallel Advisors, LLC | 0.06% | Reduce -5.7% | 139,603 | $4.1M |
| Milestone Asset Management Group, LLC | 2.06% | Reduce -3.0% | 139,078 | $4.1M |
| Armbruster Capital Management, Inc. | 0.61% | Reduce -15.4% | 138,755 | $4.1M |
| Hutchens & Kramer Investment Management Group, LLC | 1.09% | Reduce -2.3% | 138,750 | $4.1M |
| Threadgill Financial, LLC | 1.67% | New | 137,965 | $4.0M |
| Ballast Rock Private Wealth LLC | 1.86% | Add +0.1% | 136,606 | $4.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +1.1% | 135,525 | $4.0M |
| IF Advisors, LLC | 2.62% | Add +8.4% | 135,481 | $4.0M |
| Dakota Wealth Management | 0.08% | Reduce -0.2% | 134,933 | $4.0M |
| Parkwoods Wealth Partners, LLC | 0.64% | New | 134,489 | $4.0M |
| Poehling Capital Management, INC. | 0.85% | Reduce -5.2% | 134,362 | $4.0M |
| Elser Financial Planning, Inc | 0.17% | Reduce -0.0% | 134,087 | $3.9M |
| Aureum Wealth Management, LLC | 2.45% | Add +1.6% | 134,020 | $3.9M |
| Wealth Group Ltd | 0.75% | Reduce -0.9% | 133,854 | $3.9M |
| Pacific Capital Wealth Advisors, Inc. | 0.59% | Reduce -6.5% | 133,524 | $3.9M |
| RCW Management, LLC | 3.50% | Reduce -3.0% | 132,839 | $3.9M |
| C M Bidwell & Associates Ltd. | 1.60% | Add +9.2% | 132,682 | $3.9M |
| &partners | 0.02% | Add +17.2% | 133,224 | $3.9M |
| Crusonia Wealth Advisors LLC | 0.64% | Reduce -2.5% | 132,272 | $3.9M |
| Sharkey, Howes & Javer | 0.47% | Reduce -4.1% | 132,159 | $3.9M |
| Hurlow Wealth Management Group, Inc. | 0.80% | Reduce -1.1% | 131,269 | $3.9M |
| 1900 Wealth Management LLC | 0.21% | Add +0.0% | 131,040 | $3.9M |
| Pennsylvania Capital Management Inc. | 0.96% | Add +36.1% | 128,782 | $3.8M |
| Simplicity Wealth,LLC | 0.13% | Add +2.1% | 126,577 | $3.7M |
| Wedmont Private Capital | 0.10% | Reduce -2.9% | 124,933 | $3.7M |
| Penobscot Wealth Management | 0.99% | Reduce -4.4% | 125,787 | $3.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Add +10.3% | 125,727 | $3.7M |
| Flower City Capital | 1.63% | Reduce -0.2% | 125,644 | $3.7M |
| Stillwater Private Wealth, LLC | 2.40% | Reduce -48.5% | 120,934 | $3.7M |
| Hollencrest Capital Management | 0.24% | Reduce -25.1% | 124,791 | $3.7M |
| Voisard Asset Management Group, Inc. | 0.69% | Reduce -2.6% | 124,752 | $3.7M |
| Pinion Investment Advisors, LLC | 0.70% | Reduce -0.6% | 124,445 | $3.7M |
| Broadview Financial Management, LLC | 2.22% | Reduce -0.8% | 123,319 | $3.6M |
| Roundview Capital LLC | 0.20% | Reduce -0.4% | 122,454 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -59.4% | 122,409 | $3.6M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | No change | 121,927 | $3.6M |
| Fagan Associates, Inc. | 0.44% | Reduce -1.4% | 122,026 | $3.6M |
| GW Henssler & Associates Ltd. | 0.16% | Reduce -2.2% | 121,688 | $3.6M |
| Seneca Financial Advisors LLC | 0.92% | Reduce -0.3% | 120,905 | $3.6M |
| 71 West Capital Partners | 0.12% | Reduce -0.5% | 120,444 | $3.5M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Add +0.2% | 119,918 | $3.5M |
| Virtue Capital Management, LLC | 0.47% | Add +12.5% | 119,825 | $3.5M |
| Capital Advisors Inc. | 0.05% | Add +0.6% | 118,873 | $3.5M |
| Game Plan Financial Advisors, LLC | 1.39% | Reduce -1.0% | 117,489 | $3.5M |
| Condor Capital Management | 0.26% | Reduce -2.7% | 117,132 | $3.4M |
| Sigma Investment Counselors Inc. | 0.17% | Reduce -2.1% | 117,063 | $3.4M |
| Mosaic Family Wealth Partners, LLC | 0.23% | Add +0.3% | 116,484 | $3.4M |
| Wedgewood Investors Inc. | 3.52% | Add +5.8% | 116,326 | $3.4M |
| Sax Wealth Advisors, LLC | 0.14% | Add +83.1% | 133,285 | $3.4M |
| AlTi Global, Inc. | 0.07% | Add +64.7% | 115,864 | $3.4M |
| Kathmere Capital Management, LLC | 0.18% | Add +3.0% | 115,222 | $3.4M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +0.4% | 115,103 | $3.4M |
| Cooper Financial Group | 0.28% | Add +3.5% | 114,865 | $3.4M |
| AdvisorNet Financial, Inc | 0.15% | Reduce -7.8% | 114,214 | $3.4M |
| S.E.E.D. Planning Group LLC | 0.89% | Add +16.2% | 113,966 | $3.4M |
| Hurley Capital, LLC | 1.72% | Reduce -0.6% | 112,678 | $3.3M |
| Clear Investment Research, LLC | 5.15% | Reduce -0.2% | 112,481 | $3.3M |
| AE Wealth Management LLC | 0.02% | Reduce -58.3% | 112,403 | $3.3M |
| JM2 Capital Inc. | 2.27% | Add +0.4% | 112,281 | $3.3M |
| Traphagen Investment Advisors LLC | 0.24% | Add +0.3% | 112,180 | $3.3M |
| NewEdge Wealth, LLC | 0.03% | Reduce -25.6% | 112,168 | $3.3M |
| Next Capital Management LLC | 0.89% | Reduce -1.8% | 112,073 | $3.3M |
| Ocean Park Asset Management, LLC | 0.16% | Reduce -48.6% | 111,581 | $3.3M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -48.6% | 111,581 | $3.3M |
| Lowery Thomas, LLC | 1.57% | Add +7.8% | 109,537 | $3.2M |
| Parsons Capital Management Inc. | 0.15% | Add +1.7% | 109,222 | $3.2M |
| Front Row Advisors LLC | 0.93% | Reduce -0.2% | 105,424 | $3.2M |
| Midwest Trust Co | 0.04% | No change | 108,999 | $3.2M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -2.5% | 108,607 | $3.2M |
| Aspiring Ventures, LLC | 0.85% | Add +33.3% | 108,310 | $3.2M |
| Integrated Advisors Network LLC | 0.15% | Reduce -0.8% | 107,848 | $3.2M |
| Zhang Financial LLC | 0.09% | Add +3.7% | 107,575 | $3.2M |
| Apella Capital, LLC | 0.04% | Reduce -5.1% | 106,904 | $3.2M |
| Bawa N Mallick Trust | 1.01% | No change | 105,900 | $3.1M |
| Westmount Partners, LLC | 0.68% | No change | 105,342 | $3.1M |
| Evolution Advisers, Inc. | 1.12% | Add +86.3% | 103,898 | $3.1M |
| First Growth Capital LLC | 2.32% | No change | 103,820 | $3.1M |
| GuidedMoney, LLC | 1.37% | Add +0.1% | 100,683 | $3.0M |
| Signaturefd, LLC | 0.04% | Reduce -2.1% | 100,464 | $3.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.9% | 100,082 | $2.9M |
| Avior Wealth Management, LLC | 0.08% | Reduce -0.9% | 98,998 | $2.9M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -3.8% | 98,925 | $2.9M |
| Zacks Investment Management | 0.02% | Add +3.0% | 98,692 | $2.9M |
| Mayfair Advisory Group, LLC | 0.86% | Reduce -0.3% | 97,466 | $2.8M |
| Holderness Investments Co. | 0.47% | Add +0.8% | 95,781 | $2.8M |
| Harbor Asset Planning, Inc. | 2.12% | Add +0.2% | 95,764 | $2.8M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -16.4% | 95,454 | $2.8M |
| RIA Advisory Group LLC | 0.62% | Add +7.4% | 95,206 | $2.8M |
| Lynx Investment Advisory | 0.92% | Reduce -0.3% | 95,065 | $2.8M |
| BOK Financial Private Wealth, Inc. | 0.14% | Reduce -0.1% | 94,854 | $2.8M |
| Facet Wealth, Inc. | 0.04% | Add +44.7% | 94,678 | $2.8M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 94,520 | $2.8M |
| Joseph P. Lucia & Associates, LLC | 0.84% | Reduce -6.2% | 94,370 | $2.8M |
| Phocas Financial Corp. | 0.38% | Reduce -3.1% | 93,009 | $2.7M |
| Callan Family Office, LLC | 0.05% | No change | 93,000 | $2.7M |
| Sun Financial Inc | 1.28% | Reduce -2.7% | 89,001 | $2.7M |
| Bradley Foster & Sargent Inc. | 0.04% | Reduce -28.4% | 92,195 | $2.7M |
| Duncker Streett & Co. Inc. | 0.46% | No change | 92,091 | $2.7M |
| WLTH Capital Management, LLC | 1.73% | Reduce -5.3% | 91,904 | $2.7M |
| Cambridge Financial Group, LLC | 0.85% | Reduce -8.5% | 91,430 | $2.7M |
| OFS Enterprise LLC | 0.68% | Reduce -0.6% | 91,023 | $2.7M |
| Successful Portfolios LLC | 1.24% | Reduce -2.9% | 89,305 | $2.7M |
| Capital Advantage, Inc. | 0.32% | Add +0.4% | 90,216 | $2.7M |
| Aspen Investment Management Inc | 0.71% | Add +5.2% | 90,217 | $2.7M |
| Simon Quick Advisors, LLC | 0.11% | Add +1.5% | 89,817 | $2.6M |
| Plancorp, LLC | 0.06% | Reduce -0.1% | 89,348 | $2.6M |
| Creative Financial Designs Inc. | 0.13% | Add +5.3% | 89,611 | $2.6M |
| CCG Wealth Management, LLC | 0.61% | Reduce -0.8% | 89,226 | $2.6M |
| Relyea Zuckerberg Hanson LLC | 0.22% | No change | 88,562 | $2.6M |
| VERITY Wealth Advisors | 1.56% | Reduce -2.4% | 87,999 | $2.6M |
| Mitchell Capital Management Co. | 0.39% | Reduce -0.1% | 87,212 | $2.6M |
| Rialto Wealth Management, LLC | 0.51% | Reduce -4.1% | 86,969 | $2.6M |
| Orographic Financial Advisors, LLC | 1.69% | Reduce -0.1% | 83,674 | $2.6M |
| Fifth Third Bancorp | 0.00% | Add +2.4% | 86,615 | $2.5M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -23.9% | 86,528 | $2.5M |
| Independent Financial Group, LLC | 0.05% | Add +4.0% | 86,230 | $2.5M |
| Heritage Trust Co | 0.22% | Add +47.1% | 86,032 | $2.5M |
| Heartwood Wealth Advisors LLC | 0.20% | Add +21.1% | 85,402 | $2.5M |
| Womack Financial LLC | 1.66% | Add +12.8% | 85,345 | $2.5M |
| Nottingham Advisors, Inc. | 0.30% | Reduce -8.3% | 85,819 | $2.5M |
| L.K. Benson & Company, P.C. | 0.76% | Add +0.1% | 85,214 | $2.5M |
| Verum Partners LLC | 0.38% | Add +0.1% | 85,142 | $2.5M |
| American Investment Services, Inc. | 0.53% | No change | 85,125 | $2.5M |
| 93 Financial Group, LLC | 0.99% | Add +11.4% | 84,839 | $2.5M |
| CX Institutional | 0.07% | Add +30.4% | 84,744 | $2.5M |
| Root Financial Partners, LLC | 0.10% | Add +71.4% | 84,516 | $2.5M |
| Bull Oak Capital, LLC | 0.83% | Reduce -0.3% | 84,472 | $2.5M |
| American Financial Advisors, LLC | 0.30% | Reduce -3.6% | 84,350 | $2.5M |
| Clear Creek Financial Management, LLC | 0.16% | Add +32.9% | 83,893 | $2.5M |
| Stordahl Capital Management, Inc. | 0.45% | Reduce -1.1% | 83,388 | $2.5M |
| Foster Group, Inc. | 0.07% | Reduce -1.0% | 83,259 | $2.5M |
| Keybank National Association | 0.01% | Reduce -4.4% | 82,018 | $2.4M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -1.6% | 82,011 | $2.4M |
| Pettyjohn, Wood & White, Inc. | 0.35% | Add +0.1% | 81,836 | $2.4M |
| Plotkin Financial Advisors, LLC | 1.00% | Add +0.7% | 81,645 | $2.4M |
| Larson Financial Group LLC | 0.06% | Reduce -42.2% | 81,416 | $2.4M |
| Wynn Capital, LLC | 1.06% | No change | 81,015 | $2.4M |
| Cabot Wealth Management Inc. | 0.24% | Reduce -3.8% | 80,934 | $2.4M |
| Cross Staff Investments Inc | 1.33% | Add +1.0% | 80,494 | $2.4M |
| One Wealth Capital Management, LLC | 0.67% | Add +99.7% | 80,097 | $2.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.80% | Reduce -7.8% | 79,853 | $2.4M |
| Riverpoint Wealth Management Holdings, LLC | 0.43% | Add +0.0% | 79,842 | $2.3M |
| Atlantic Union Bankshares Corp | 0.04% | Add +27.6% | 79,442 | $2.3M |
| FAS Wealth Partners, Inc. | 0.12% | Add +3.1% | 79,256 | $2.3M |
| Econ Financial Services Corp | 1.09% | Reduce -0.2% | 78,996 | $2.3M |
| Moisand Fitzgerald Tamayo, LLC | 0.23% | Reduce -0.7% | 78,837 | $2.3M |
| Clear Point Advisors Inc. | 2.05% | Reduce -0.1% | 78,586 | $2.3M |
| Outfitters Financial LLC | 1.61% | Reduce -2.1% | 78,070 | $2.3M |
| Ewa, LLC | 0.42% | Reduce -21.9% | 77,976 | $2.3M |
| Elgethun Capital Management | 0.32% | Reduce -0.5% | 77,853 | $2.3M |
| Shearwater Capital LLC | 1.09% | No change | 77,331 | $2.3M |
| Silver Oak Securities, Incorporated | 0.14% | Add +315.4% | 76,825 | $2.3M |
| Wiser Advisor Group LLC | 2.47% | Add +0.1% | 76,743 | $2.3M |
| Fidelis Capital Partners, LLC | 0.13% | No change | 76,690 | $2.3M |
| HUB Investment Partners, LLC | 0.04% | Add +13.2% | 76,613 | $2.3M |
| Bouchey Financial Group, Ltd. | 0.15% | Reduce -2.1% | 76,337 | $2.2M |
| Keel Point, LLC | 0.13% | Add +396.0% | 76,330 | $2.2M |
| Main Street Group, LTD | 0.56% | Reduce -0.6% | 76,188 | $2.2M |
| Daybright Advisory Services, Inc. | 0.53% | Reduce -14.2% | 75,229 | $2.2M |
| Arkadios Wealth Advisors | 0.03% | Add +13.4% | 75,018 | $2.2M |
| Paces Ferry Wealth Advisors, LLC | 0.83% | Reduce -0.1% | 74,935 | $2.2M |
| Fifth Third Securities, Inc. | 0.12% | Reduce -3.7% | 74,350 | $2.2M |
| Alpha Omega Wealth Management LLC | 0.33% | Reduce -1.0% | 74,292 | $2.2M |
| Market Street Wealth Management Advisors LLC | 0.31% | Reduce -0.0% | 73,830 | $2.2M |
| Freestone Capital Holdings, LLC | 0.06% | Reduce -2.0% | 73,501 | $2.2M |
| Jefferies Financial Group Inc. | 0.02% | Reduce -0.7% | 72,929 | $2.1M |
| Everhart Financial Group, Inc. | 0.14% | Reduce -1.7% | 72,888 | $2.1M |
| James J. Burns & Company, LLC | 0.23% | Add +19.7% | 72,674 | $2.1M |
| Cherry Tree Wealth Management, LLC | 0.40% | Add +0.6% | 72,572 | $2.1M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Reduce -2.0% | 72,071 | $2.1M |
| Cutler Investment Counsel LLC | 0.20% | Add +0.0% | 72,039 | $2.1M |
| KCM Investment Advisors LLC | 0.06% | Add +27.6% | 71,754 | $2.1M |
| JFS Wealth Advisors, LLC | 0.11% | Reduce -1.2% | 71,723 | $2.1M |
| Basso Capital Management, L.P. | 0.52% | New | 71,613 | $2.1M |
| Red Reef Advisors LLC | 1.91% | Reduce -0.5% | 70,463 | $2.1M |
| Brown Advisory Inc. | 0.00% | Reduce -6.1% | 70,098 | $2.1M |
| LBMC Investment Advisors, LLC | 0.11% | No change | 70,093 | $2.1M |
| First Financial Bankshares Inc | 0.04% | Add +127.8% | 69,888 | $2.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +9.6% | 69,869 | $2.1M |
| Owl Creek Wealth Partners LLC | 0.60% | Add +0.2% | 69,152 | $2.0M |
| Compass Ion Advisors, LLC | 0.18% | Reduce -1.6% | 69,071 | $2.0M |
| Per Stirling Capital Management, LLC. | 0.19% | Add +0.0% | 69,011 | $2.0M |
| AMG National Trust Bank | 0.04% | Add +0.1% | 68,779 | $2.0M |
| Worth Asset Management, LLC | 0.64% | Add +1.6% | 68,146 | $2.0M |
| Emergent Wealth Advisors, LLC | 1.04% | Add +1.9% | 68,459 | $2.0M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -49.6% | 68,111 | $2.0M |
| Warwick Investment Management, Inc. | 0.22% | Add +0.3% | 67,902 | $2.0M |
| Retirement Planning Group, LLC | 0.05% | Add +10.2% | 67,841 | $2.0M |
| Avant Capital LLC | 1.25% | Add +2.5% | 67,661 | $2.0M |
| Pinnacle Family Advisors, LLC | 0.82% | Reduce -1.9% | 66,633 | $2.0M |
| Vision Capital Management, Inc. | 0.22% | Reduce -0.1% | 66,536 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Add +14.7% | 66,466 | $2.0M |
| Evanson Financial, LLC | 0.10% | — | 66,398 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -4.5% | 66,059 | $1.9M |
| Stone Summit Wealth LLC | 0.48% | Reduce -2.6% | 64,726 | $1.9M |
| Stockman Wealth Management, Inc. | 0.20% | Reduce -26.0% | 64,691 | $1.9M |
| SouthState Bank Corp | 0.08% | Reduce -31.2% | 64,475 | $1.9M |
| Human Investing LLC | 0.24% | Add +0.5% | 64,120 | $1.9M |
| Northwest Bancshares, Inc. | 0.34% | No change | 64,053 | $1.9M |
| Capital Advisors, Ltd. LLC | 0.19% | No change | 63,570 | $1.9M |
| Abacus Planning Group, Inc. | 0.23% | Reduce -2.5% | 63,336 | $1.9M |
| Principal Securities, Inc. | 0.02% | Reduce -19.8% | 62,975 | $1.9M |
| Smartleaf Asset Management LLC | 0.06% | No change | 62,801 | $1.8M |
| Burk Holdings LLC | 0.68% | Reduce -3.5% | 62,328 | $1.8M |
| Carret Asset Management, LLC | 0.16% | Add +0.9% | 62,322 | $1.8M |
| Revisor Wealth Management LLC | 0.44% | Add +13.6% | 62,118 | $1.8M |
| Brucke Financial, Inc. | 0.81% | Add +2.5% | 61,905 | $1.8M |
| Family Manage LLC | 0.19% | Reduce -0.3% | 61,121 | $1.8M |
| Armstrong Advisory Group, Inc. | 0.11% | Reduce -0.5% | 60,963 | $1.8M |
| GenWealth Group, Inc. | 0.28% | Add +11.2% | 60,780 | $1.8M |
| TritonPoint Partners, LLC | 0.15% | New | 60,544 | $1.8M |
| Tritonpoint Wealth, LLC | 0.17% | No change | 60,465 | $1.8M |
| Capital Management Associates, Inc | 0.36% | Add +0.1% | 60,180 | $1.8M |
| Composition Wealth, LLC | 0.02% | Reduce -0.1% | 59,831 | $1.8M |
| Chatham Capital Group, Inc. | 0.22% | Reduce -7.7% | 59,723 | $1.8M |
| SeaCrest Wealth Management, LLC | 0.19% | Reduce -0.6% | 59,583 | $1.8M |
| RHS Financial, LLC | 0.71% | Reduce -7.3% | 59,578 | $1.8M |
| Millennium Capital Advisors, LLC | 0.96% | Reduce -0.4% | 59,559 | $1.8M |
| Hardin Capital Partners, LLC | 0.81% | Add +23.4% | 59,463 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.08% | Reduce -6.0% | 59,443 | $1.7M |
| Townsend Asset Management Corp. /NC/ | 0.56% | Reduce -2.0% | 58,921 | $1.7M |
| Birchbrook, Inc. | 0.81% | Reduce -11.9% | 58,663 | $1.7M |
| Orcam Financial Group | 0.84% | Add +33.3% | 58,582 | $1.7M |
| Stonebridge Financial Group, LLC | 0.24% | — | 58,571 | $1.7M |
| Evolution Wealth Management Inc. | 1.01% | Add +1.0% | 58,394 | $1.7M |
| Ironwood Financial, llc | 0.27% | Reduce -4.0% | 58,158 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +43.5% | 58,268 | $1.7M |
| Aull & Monroe Investment Management Corp | 0.72% | Reduce -1.5% | 58,002 | $1.7M |
| First Manhattan Co. Llc. | 0.00% | Reduce -3.1% | 57,725 | $1.7M |
| KLCM Advisors, Inc. | 0.14% | Add +2.3% | 57,572 | $1.7M |
| Seneca House Advisors | 0.60% | Reduce -10.9% | 57,494 | $1.7M |
| Trust Point Inc. | 0.14% | No change | 57,413 | $1.7M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Reduce -1.3% | 57,076 | $1.7M |
| Westbourne Investments, Inc. | 0.68% | Reduce -4.2% | 57,065 | $1.7M |
| Passive Capital Management, LLC. | 0.52% | No change | 62,330 | $1.7M |
| AssuredPartners Investment Advisors, LLC | 0.16% | Add +0.3% | 56,834 | $1.7M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -2.8% | 56,711 | $1.7M |
| Pinnacle Wealth Planning Services, Inc. | 0.16% | Reduce -0.0% | 56,613 | $1.7M |
| Fortitude Advisory Group L.L.C. | 0.63% | Add +0.0% | 56,400 | $1.7M |
| Leading Edge Financial Planning LLC | 0.29% | Add +0.3% | 56,167 | $1.7M |
| Transcend Capital Advisors, LLC | 0.11% | Add +0.0% | 55,950 | $1.6M |
| Vanguard Capital Wealth Advisors | 1.12% | Add +2.7% | 55,901 | $1.6M |
| IFG Advisory, LLC | 0.06% | New | 55,650 | $1.6M |
| CWC Advisors, LLC. | 0.72% | Add +3.2% | 55,389 | $1.6M |
| Tilia Fiduciary Partners, Inc. | 0.77% | Add +0.2% | 55,097 | $1.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +33.0% | 55,003 | $1.6M |
| Texas Yale Capital Corp. | 0.04% | Add +0.4% | 54,871 | $1.6M |
| Ifrah Financial Services, Inc. | 0.39% | Reduce -4.5% | 54,467 | $1.6M |
| Godfrey Financial Associates, Inc. | 1.23% | Add +1.4% | 53,891 | $1.6M |
| Vermillion Wealth Management, Inc. | 0.38% | Reduce -47.1% | 54,290 | $1.6M |
| Vident Advisory, LLC | 0.01% | Add +121.0% | 54,075 | $1.6M |
| Brandywine Oak Private Wealth LLC | 0.12% | New | 53,913 | $1.6M |
| Capital Analysts, LLC | 0.04% | Reduce -1.8% | 53,745 | $1.6M |
| MADDEN SECURITIES Corp | 0.43% | Reduce -27.0% | 52,765 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | Reduce -0.0% | 52,733 | $1.6M |
| Bluedoor Private Wealth, LLC | 0.65% | Add +22.9% | 52,593 | $1.5M |
| Two Sigma Securities, LLC | 0.13% | Reduce -33.2% | 52,203 | $1.5M |
| Vanguard Advisers Inc. | 0.01% | Add +2.7% | 52,148 | $1.5M |
| Weaver Capital Management LLC | 0.33% | No change | 59,199 | $1.5M |
| Veery Capital, LLC | 0.41% | Add +0.9% | 51,559 | $1.5M |
| Compound Planning, Inc. | 0.04% | Reduce -6.1% | 50,937 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -18.5% | 50,742 | $1.5M |
| Pflug Koory, LLC | 0.60% | Add +6.1% | 50,700 | $1.5M |
| FSM Wealth Advisors, LLC | 0.16% | Add +11.9% | 50,549 | $1.5M |
| Bfsg, LLC | 0.13% | Add +0.8% | 50,408 | $1.5M |
| Clarity Capital Advisors, LLC | 0.62% | Add +0.3% | 50,346 | $1.5M |
| Beam Wealth Advisors, Inc. | 0.32% | Add +12.2% | 49,840 | $1.5M |
| Vernal Point Advisors, LLC | 0.49% | No change | 49,806 | $1.5M |
| Earned Wealth Advisors, LLC | 0.09% | Reduce -16.1% | 49,602 | $1.5M |
| Ariadne Wealth Management, LP | 0.64% | No change | 49,482 | $1.5M |
| Flagship Capital Management Inc. | 0.91% | Add +2.0% | 49,189 | $1.4M |
| Plante Moran Financial Advisors, LLC | 0.07% | Add +32.7% | 48,983 | $1.4M |
| Mgo One Seven LLC | 0.02% | Add +37.6% | 48,714 | $1.4M |
| Lincoln Capital Corp. | 0.46% | No change | 48,482 | $1.4M |
| Fort Point Capital Partners LLC | 0.15% | Add +0.1% | 48,371 | $1.4M |
| Stewardship Concepts Financial Services LLC | 0.96% | Add +11.4% | 48,249 | $1.4M |
| Colorado Capital Management, Inc. | 0.48% | Add +0.2% | 48,224 | $1.4M |
| CWA Asset Management Group, LLC | 0.04% | Add +0.1% | 48,099 | $1.4M |
| Lathrop Investment Management Co. | 0.25% | Add +0.2% | 48,069 | $1.4M |
| Gainplan LLC | 0.55% | Add +142.1% | 47,748 | $1.4M |
| Breakwater Investment Management | 0.48% | Reduce -11.3% | 47,561 | $1.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +5.7% | 47,490 | $1.4M |
| Cassady Wealth & Retirement Planning, LLC | 0.65% | Add +1.2% | 47,449 | $1.4M |
| Park Capital Management, LLC / WI | 0.82% | Add +6.4% | 47,441 | $1.4M |
| Diversified Trust Co. | 0.02% | Add +0.7% | 47,096 | $1.4M |
| Cambridge Advisors Inc. | 0.24% | No change | 47,019 | $1.4M |
| Amicus Financial Advisors, LLC | 0.34% | Add +0.1% | 46,987 | $1.4M |
| WASHINGTON TRUST Co | 0.04% | Add +0.3% | 46,960 | $1.4M |
| Ritter Daniher Financial Advisory LLC / DE | 0.21% | Reduce -3.4% | 46,854 | $1.4M |
| Independent Advisor Alliance | 0.03% | Reduce -51.4% | 46,792 | $1.4M |
| Avantax Planning Partners, Inc. | 0.03% | Add +5.0% | 46,033 | $1.4M |
| Nuveen, LLC | 0.00% | New | 45,928 | $1.4M |
| Crewe Advisors LLC | 0.10% | Add +0.0% | 45,910 | $1.4M |
| Directional Asset Management | 1.28% | Add +3.2% | 45,589 | $1.3M |
| Alley Investment Management Company, LLC | 0.16% | Reduce -0.3% | 45,341 | $1.3M |
| Empower Advisory Group, LLC | 0.00% | Reduce -9.3% | 45,129 | $1.3M |
| Signet Private Wealth LLC | 1.05% | Reduce -1.7% | 44,755 | $1.3M |
| Smith Salley Wealth Management | 0.06% | Add +25.1% | 44,751 | $1.3M |
| Kondo Wealth Advisors, Inc. | 0.44% | No change | 44,749 | $1.3M |
| Moneco Advisors, LLC | 0.08% | Reduce -0.5% | 44,743 | $1.3M |
| Aurora Private Wealth, Inc. | 0.83% | Add +1.5% | 44,665 | $1.3M |
| Clayton Financial Group LLC | 0.73% | Reduce -10.3% | 44,595 | $1.3M |
| HHM Wealth Advisors, LLC | 0.13% | No change | 44,577 | $1.3M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -1.6% | 44,109 | $1.3M |
| Innova Wealth Partners | 0.54% | Add +127.8% | 43,933 | $1.3M |
| Sovran Advisors, LLC | 0.10% | Add +5.9% | 43,759 | $1.3M |
| Michels Family Financial, LLC | 0.82% | Reduce -3.9% | 43,417 | $1.3M |
| St. Nicholas Private Asset Management, Inc. | 1.11% | Reduce -0.7% | 43,139 | $1.3M |
| Compass Advisory Group LLC | 0.30% | Add +0.3% | 43,084 | $1.3M |
| Integrity Investment Advisors, LLC | 0.55% | Add +309.2% | 43,034 | $1.3M |
| Compass Financial Management LLC | 0.15% | — | 42,909 | $1.3M |
| Westco Advisory Services Inc. | 0.76% | Reduce -2.2% | 42,959 | $1.3M |
| Ulland Investment Advisors, LLC | 0.93% | Reduce -3.4% | 42,952 | $1.3M |
| CDKV Holdings LLC | 0.98% | Add +0.1% | 42,604 | $1.3M |
| Everstar Asset Management, LLC | 0.60% | Reduce -3.6% | 42,364 | $1.2M |
| Clarity Wealth Advisors, LLC | 0.22% | Reduce -2.0% | 42,293 | $1.2M |
| SageView Advisory Group, LLC | 0.04% | Add +0.0% | 42,187 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Add +232.7% | 42,037 | $1.2M |
| Carnegie Investment Counsel | 0.02% | Add +21.9% | 41,789 | $1.2M |
| Petra Financial Advisors Inc. | 0.57% | New | 41,742 | $1.2M |
| Victory Financial Group, LLC | 0.13% | Add +1.6% | 41,645 | $1.2M |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +1.0% | 41,402 | $1.2M |
| Birchwood Financial Partners, Inc. | 0.99% | Add +0.3% | 41,217 | $1.2M |
| Sachem Hill LLC | 0.21% | Reduce -4.7% | 41,021 | $1.2M |
| Garde Capital, Inc. | 0.05% | Reduce -0.2% | 40,897 | $1.2M |
| Firestone Capital Management | 0.22% | Add +0.2% | 40,547 | $1.2M |
| Tactive Advisors, LLC | 0.29% | Add +16.2% | 40,484 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +12.8% | 40,467 | $1.2M |
| Noble Family Wealth, LLC | 0.21% | Reduce -0.8% | 40,442 | $1.2M |
| Unify Financial Advisors | 1.10% | Reduce -2.9% | 40,363 | $1.2M |
| Associated Banc-Corp | 0.03% | Add +159.4% | 40,275 | $1.2M |
| Cozad Asset Management Inc. | 0.08% | Reduce -11.8% | 40,263 | $1.2M |
| Kiley Juergens Wealth Management, LLC | 0.19% | Add +0.2% | 40,122 | $1.2M |
| Daymark Wealth Partners, LLC | 0.03% | Add +3.0% | 40,113 | $1.2M |
| Haverford Trust Co | 0.01% | Add +282.5% | 39,960 | $1.2M |
| Clark Capital Management Group, Inc. | 0.01% | Add +6.7% | 39,781 | $1.2M |
| Robinson Smith Wealth Advisors LLC | 0.70% | No change | 39,698 | $1.2M |
| New England Asset Management Inc. | 0.14% | No change | 39,675 | $1.2M |
| Cura Wealth Advisors, LLC | 0.49% | Add +1.6% | 39,319 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -0.9% | 39,067 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +1.1% | 39,356 | $1.1M |
| Claro Advisors Inc. | 0.12% | Add +14.9% | 39,010 | $1.1M |
| Resurgent Financial Advisors LLC | 0.32% | Add +43.3% | 38,725 | $1.1M |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +19.4% | 38,675 | $1.1M |
| Stewardship Advisors, LLC | 0.24% | Reduce -3.3% | 38,623 | $1.1M |
| Curio Wealth, LLC | 0.35% | Add +0.7% | 38,602 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -7.3% | 38,593 | $1.1M |
| Twele Capital Management, Inc. | 0.18% | Reduce -4.4% | 38,364 | $1.1M |
| Mitchell Sinkler & Starr | 0.47% | Add +3.8% | 37,943 | $1.1M |
| Argos Wealth Advisors, LLC | 0.29% | Add +0.0% | 37,806 | $1.1M |
| FF Advisors,LLC | 0.41% | Add +3.9% | 37,624 | $1.1M |
| Evensky & Katz LLC | 0.06% | Add +0.1% | 37,632 | $1.1M |
| Mirador Capital Partners LP | 0.13% | Add +0.2% | 37,394 | $1.1M |
| Daytona Street Capital LLC | 0.80% | Add +6.7% | 37,007 | $1.1M |
| Keystone Wealth Services, LLC | 0.20% | Add +0.1% | 37,302 | $1.1M |
| Evergreen Capital Management LLC | 0.02% | Add +0.3% | 36,786 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.3% | 36,326 | $1.1M |
| Serenus Wealth Advisors, LLC | 0.19% | No change | 45,166 | $1.1M |
| Novare Capital Management LLC | 0.08% | Reduce -2.4% | 36,249 | $1.1M |
| Beacon Investment Advisory Services, Inc. | 0.04% | Reduce -0.6% | 36,104 | $1.1M |
| Piscataqua Savings Bank | 0.71% | No change | 35,983 | $1.1M |
| Praetorian Wealth Management, Inc. | 0.18% | Add +1.1% | 35,798 | $1.1M |
| Park Edge Advisors, LLC | 0.22% | No change | 35,655 | $1.0M |
| Summit Asset Management, LLC | 0.13% | No change | 35,475 | $1.0M |
| Highline Wealth Partners LLC | 0.21% | New | 35,461 | $1.0M |
| Investment Planning Advisors, Inc. | 0.24% | No change | 35,379 | $1.0M |
| Heritage Investment Group, Inc. | 0.14% | No change | 35,289 | $1.0M |
| Marietta Investment Partners LLC | 0.18% | Add +1.7% | 35,202 | $1.0M |
| Joule Financial, LLC | 0.28% | Reduce -4.4% | 35,195 | $1.0M |
| Landmark Wealth Management, LLC | 0.25% | Add +2.1% | 35,172 | $1.0M |
| Donaldson Capital Management, LLC | 0.03% | Add +148.8% | 35,082 | $1.0M |
| National Wealth Management Group, LLC | 0.32% | Reduce -1.5% | 34,928 | $1.0M |
| RFG Advisory, LLC | 0.02% | Reduce -14.2% | 34,904 | $1.0M |
| Alternative Investment Advisors, LLC. | 0.39% | Reduce -5.3% | 34,605 | $1.0M |
| Dana Investment Advisors, Inc. | 0.03% | Add +8.8% | 34,350 | $1.0M |
| Entrewealth, LLC | 0.37% | Add +0.3% | 33,277 | $1.0M |
| Citizens Financial Group Inc. | 0.01% | Add +0.5% | 34,256 | $1.0M |
| Trellis Wealth Advisors LLC | 0.34% | No change | 34,128 | $1.0M |
| Walker Financial Services, Inc. | 0.31% | Reduce -4.2% | 34,082 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 33,929 | $999K |
| Parkside Financial Bank & Trust | 0.07% | Add +10.7% | 33,839 | $996K |
| Clark Asset Management, LLC | 0.08% | Add +226.1% | 33,783 | $994K |
| Advisor Resource Council | 0.33% | Reduce -0.5% | 33,362 | $989K |
| XML Financial, LLC | 0.07% | Reduce -0.8% | 33,545 | $987K |
| Two Sigma Investments, LP | 0.00% | Reduce -87.7% | 33,336 | $981K |
| Arlington Financial Advisors, LLC | 0.12% | Add +6.1% | 33,314 | $980K |
| Landmark Wealth Management, Inc. | 0.32% | Reduce -3.8% | 33,283 | $980K |
| Fiduciary Family Office, LLC | 0.24% | No change | 33,177 | $976K |
| Spire Wealth Management | 0.03% | Reduce -0.3% | 33,126 | $975K |
| Security Financial Services, INC. | 0.13% | No change | 32,982 | $971K |
| Alliancebernstein L.P. | 0.00% | Add +19.4% | 37,742 | $968K |
| Pinnacle Financial Partners, Inc. | 0.01% | New | 32,798 | $965K |
| CM Wealth Advisors LLC | 0.17% | Add +0.6% | 32,720 | $963K |
| Carolina Wealth Advisors, LLC | 0.38% | Reduce -5.5% | 32,703 | $962K |
| Intrepid Capital Management Inc. | 0.40% | Add +0.3% | 32,672 | $962K |
| SVRN Asset Management, LLC | 0.49% | No change | 32,400 | $954K |
| Venture Visionary Partners LLC | 0.03% | Add +0.1% | 32,056 | $943K |
| William Mack & Associates, Inc. | 0.33% | New | 32,053 | $943K |
| Trek Financial, LLC | 0.05% | Add +2.8% | 31,818 | $936K |
| Rede Wealth, LLC | 0.31% | No change | 31,782 | $935K |
| Regal Investment Advisors LLC | 0.05% | Reduce -11.5% | 31,522 | $928K |
| Plan A Wealth LLC | 0.39% | Add +2.7% | 31,264 | $920K |
| Franklin Resources Inc. | 0.00% | Add +10.8% | 31,184 | $918K |
| Foundation Wealth Management, LLC\PA | 0.28% | Add +9.7% | 31,034 | $913K |
| Klingman & Associates, LLC | 0.04% | No change | 30,778 | $906K |
| Crux Wealth Advisors | 0.31% | Add +0.3% | 30,716 | $904K |
| Francis Financial, Inc. | 0.15% | No change | 30,634 | $902K |
| Cascade Financial Partners, LLC | 0.08% | Reduce -5.1% | 30,598 | $900K |
| Atlas Capital Advisors Inc. | 0.10% | No change | 30,591 | $900K |
| Fulton Breakefield Broenniman LLC | 0.05% | No change | 30,575 | $900K |
| Chesapeake Wealth Management | 0.25% | Reduce -1.9% | 30,395 | $895K |
| Wedbush Securities Inc. | 0.02% | Add +0.1% | 30,298 | $892K |
| Disciplined Investors, L.L.C. | 0.44% | Add +0.4% | 30,166 | $888K |
| Covington Investment Advisors Inc. | 0.11% | Reduce -0.8% | 30,133 | $887K |
| Catalyst Financial Partners LLC | 0.09% | Reduce -2.5% | 29,872 | $879K |
| Drake & Associates, LLC | 0.15% | Add +5.1% | 29,677 | $873K |
| HCR Wealth Advisors | 0.08% | No change | 29,673 | $873K |
| Single Point Partners, LLC | 0.15% | Add +2.1% | 29,671 | $873K |
| ARK & TLK Investments, LLC | 0.21% | No change | 29,484 | $868K |
| Lifeworks Advisors, LLC | 0.09% | Add +23.3% | 29,289 | $862K |
| Tanglewood Wealth Management, Inc. | 0.07% | Reduce 0.0% | 29,249 | $861K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | No change | 29,246 | $861K |
| Bridgewater Advisors Inc. | 0.05% | No change | 28,762 | $859K |
| BlackDiamond Wealth Management, LLC | 0.34% | Add +1.6% | 27,752 | $847K |
| Wealthcare Capital Partners, LLC | 0.35% | New | 28,776 | $847K |
| Catalyst Investment Management LLC | 0.77% | New | 28,770 | $847K |
| International Private Wealth Advisors LLC | 0.43% | Reduce -0.3% | 28,714 | $845K |
| Bernardo Wealth Planning LLC | 0.14% | Reduce -11.5% | 28,693 | $844K |
| S&A Financial Services, Inc. | 0.51% | Add +0.4% | 28,643 | $843K |
| TFR Capital, LLC. | 0.24% | No change | 28,600 | $842K |
| GS Investments, Inc. | 0.61% | Add +0.3% | 28,505 | $839K |
| Horst & Graben Wealth Management LLC | 0.11% | Reduce -13.2% | 28,454 | $836K |
| Greenleaf Trust | 0.01% | Reduce -4.0% | 28,363 | $835K |
| Impact Capital Partners LLC | 0.23% | Add +0.3% | 28,141 | $828K |
| Smith, Moore & Co. | 0.05% | Add +0.3% | 28,060 | $826K |
| Beaird Harris Wealth Management, LLC | 0.05% | Add +0.2% | 28,057 | $826K |
| Continuum Advisory, LLC | 0.07% | Reduce -3.9% | 28,014 | $824K |
| Ascent Group, LLC | 0.02% | Add +6.9% | 27,977 | $823K |
| WestHill Financial Advisors, Inc. | 0.14% | No change | 27,900 | $821K |
| Ritholtz Wealth Management | 0.01% | Reduce -25.2% | 27,877 | $820K |
| CGN Advisors LLC | 0.06% | Reduce -0.3% | 27,602 | $812K |
| Bedel Financial Consulting, Inc. | 0.08% | Reduce -5.5% | 27,545 | $811K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -28.7% | 27,224 | $810K |
| LifePlan Financial, LLC | 0.57% | Reduce -3.8% | 27,475 | $809K |
| Integrity Financial Corp | 0.39% | No change | 27,381 | $806K |
| Plum Street Advisors, LLC | 0.26% | Add +94.4% | 27,135 | $799K |
| Aerodigm Wealth, LLC | 0.27% | No change | 26,842 | $790K |
| Goldstein Advisors, LLC | 0.07% | No change | 26,640 | $784K |
| Ironwood Investment Counsel, LLC | 0.10% | Add +16.5% | 26,632 | $784K |
| TrueWealth Advisors, LLC | 0.18% | Reduce -10.2% | 26,557 | $782K |
| Dravo Bay LLC | 0.27% | Reduce -2.4% | 26,432 | $778K |
| Cypress Financial Planning LLC | 0.19% | Reduce -3.0% | 26,391 | $777K |
| New England Private Wealth Advisors LLC | 0.07% | Add +0.2% | 26,616 | $775K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -1.9% | 26,193 | $771K |
| Forum Financial Management, LP | 0.01% | Add +5.0% | 26,189 | $771K |
| Kirkwood Financial Services | 0.22% | Reduce -0.6% | 26,183 | $771K |
| Rockwood Wealth Management, LLC | 0.05% | Add +2.4% | 26,119 | $769K |
| Harbour Investment Management LLC | 0.40% | No change | 26,034 | $766K |
| Hartline Investment Corp./ | 0.07% | Reduce -3.7% | 25,798 | $759K |
| L. Roy Papp & Associates, LLP | 0.08% | Reduce -1.2% | 25,758 | $758K |
| Davis Wealth Advisors, LLC | 0.58% | Reduce -20.0% | 25,667 | $755K |
| BSW Wealth Partners | 0.08% | Add +66.2% | 25,633 | $754K |
| Crescent Sterling, Ltd. | 0.67% | Add +147.1% | 25,601 | $753K |
| Mason & Associates, LLC | 0.16% | No change | 25,569 | $752K |
| Aaron Wealth Advisors LLC | 0.04% | Add +0.2% | 25,528 | $751K |
| Fragasso Financial Advisors Inc | 0.04% | Add +0.4% | 25,502 | $751K |
| WealthPLAN Partners, LLC | 0.14% | Reduce -15.4% | 25,483 | $750K |
| Integrity Alliance, Llc. | 0.02% | Add +133.7% | 25,268 | $744K |
| Acropolis Investment Management, LLC | 0.03% | No change | 25,096 | $739K |
| Money Concepts Capital Corp. | 0.03% | Add +0.3% | 24,934 | $734K |
| Retirement Income Solutions, Inc. | 0.13% | No change | 28,455 | $730K |
| Murphy & Mullick Capital Management Corp | 0.45% | Add +202.2% | 24,659 | $726K |
| Gibson Capital, LLC | 0.12% | Reduce -1.6% | 24,649 | $725K |
| Pasadena Private Wealth, LLC | 0.09% | No change | 24,639 | $725K |
| Stuart Investment Advisors, Inc. | 0.29% | No change | 24,558 | $723K |
| Grey Ledge Advisors, LLC | 0.14% | Add +24.4% | 24,486 | $721K |
| ATLas Financial Planning LLC | 0.58% | Reduce -3.1% | 24,318 | $716K |
| Torren Management, LLC | 0.36% | Reduce -0.4% | 24,294 | $715K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -1.9% | 24,276 | $714K |
| Bennett Selby Investments LP | 0.23% | No change | 23,963 | $705K |
| QRG Capital Management, Inc. | 0.01% | Add +16.6% | 23,931 | $704K |
| Wealthfront Advisers LLC | 0.00% | Reduce -18.5% | 23,931 | $704K |
| Odyssey Capital Advisors, Inc. | 0.50% | Reduce -2.0% | 23,888 | $703K |
| Rehmann Capital Advisory Group | 0.03% | No change | 23,865 | $702K |
| D.A. Davidson & Co. | 0.00% | Add +17.4% | 23,857 | $702K |
| Valtinson Bruner Financial Planning LLC | 0.18% | Add +0.2% | 23,846 | $702K |
| Williams & Novak, LLC | 0.47% | No change | 23,818 | $701K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +5.8% | 23,714 | $698K |
| Oarsman Capital, Inc. | 0.07% | Reduce -7.0% | 23,585 | $694K |
| ARS Wealth Advisors Group, LLC | 0.05% | Add +68.0% | 23,516 | $692K |
| Fiduciary Alliance LLC | 0.05% | Reduce -8.1% | 23,490 | $691K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 23,449 | $690K |
| PFG Investments, LLC | 0.03% | Add +0.3% | 23,171 | $682K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -26.3% | 23,163 | $682K |
| Carmel Capital Partners, LLC | 0.22% | Add +12.1% | 22,518 | $663K |
| Immaculate Wealth Management LLC | 4.47% | Reduce -1.4% | 22,419 | $660K |
| Vanguard National Trust Co | 0.04% | No change | 22,405 | $659K |
| Financial Management Network Inc. | 0.09% | Add +0.3% | 22,490 | $659K |
| John W. Brooker & Co., CPAs | 0.80% | Reduce -8.2% | 22,369 | $658K |
| Boyd Wealth Management, LLC | 0.25% | Reduce -0.0% | 22,343 | $658K |
| Jacobsen Capital Management | 0.19% | Reduce -2.3% | 22,300 | $656K |
| SLT Holdings LLC | 0.42% | No change | 22,294 | $656K |
| Crestmont Private Wealth LLC | 0.18% | Add +7.7% | 22,248 | $655K |
| Dagco, Inc. | 0.12% | No change | 22,236 | $654K |
| Pioneer Trust Bank N A | 0.15% | No change | 22,222 | $654K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -6.1% | 22,070 | $650K |
| Brio Consultants, LLC | 0.08% | Add +0.5% | 21,958 | $646K |
| Stembrook Asset Management, LLC | 0.55% | Add +0.2% | 21,802 | $642K |
| Nicolet Bankshares Inc. | 0.02% | Add +46.2% | 21,685 | $641K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +8.6% | 21,495 | $633K |
| Ellevest, Inc. | 0.07% | New | 20,992 | $632K |
| Capasso Planning Partners LLC | 0.32% | Add +3.0% | 21,465 | $632K |
| Fairman Group, LLC | 0.50% | Add +0.2% | 21,433 | $631K |
| Certuity, LLC | 0.03% | Add +0.0% | 21,395 | $630K |
| Rossby Financial, LCC | 0.12% | Reduce -3.3% | 21,391 | $630K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 21,293 | $627K |
| Blue Trust, Inc. | 0.01% | Reduce -5.2% | 21,165 | $623K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +12.4% | 21,136 | $622K |
| LCNB Corp. | 0.19% | No change | 21,126 | $622K |
| LexAurum Advisors, LLC | 0.07% | Reduce -3.8% | 21,122 | $622K |
| Morton Capital Management LLC | 0.08% | Add +0.6% | 20,945 | $616K |
| North Forty Two & Co. | 0.52% | No change | 20,906 | $615K |
| Ketron Financial | 0.19% | Add +90.9% | 20,810 | $612K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -10.5% | 20,454 | $611K |
| Davis R M Inc. | 0.01% | New | 20,623 | $607K |
| Taylor & Morgan Wealth Management, LLC | 0.30% | Add +1.5% | 20,453 | $602K |
| Peak Asset Management, LLC | 0.09% | No change | 20,453 | $602K |
| One Capital Management, LLC | 0.02% | No change | 23,263 | $596K |
| Evernest Financial Advisors, LLC | 0.12% | Add +0.0% | 20,242 | $596K |
| Opus Capital Group, LLC | 0.06% | No change | 20,209 | $595K |
| Weik Capital Management | 0.23% | Add +0.3% | 20,195 | $594K |
| American Trust | 0.05% | No change | 20,194 | $594K |
| ERn Financial, LLC | 0.10% | No change | 20,124 | $592K |
| Cape Investment Advisory, Inc. | 0.16% | Reduce -1.3% | 20,088 | $591K |
| Watershed Private Wealth LLC | 0.17% | Reduce -36.8% | 20,072 | $591K |
| Rf&l Wealth Management, LLC | 0.40% | No change | 20,001 | $589K |
| Empirical Asset Management, LLC | 0.13% | Reduce -0.6% | 19,992 | $588K |
| Wick Capital Partners, LLC | 0.09% | No change | 19,982 | $588K |
| Laurel Wealth Advisors LLC | 0.06% | No change | 19,881 | $585K |
| Colton Groome Financial Advisors, LLC | 0.14% | No change | 19,855 | $584K |
| Retiremitten Financial LLC | 0.25% | Reduce -10.3% | 19,753 | $581K |
| Edgestream Partners, L.P. | 0.02% | Reduce -35.8% | 19,727 | $581K |
| Madison Wealth Partners, Inc | 0.07% | Add +3.3% | 19,619 | $577K |
| Cardinal Point Capital Management ULC | 0.03% | Add +40.4% | 19,566 | $576K |
| Means Investment Co., Inc. | 0.04% | Add +0.0% | 19,559 | $576K |
| J. L. Bainbridge & Co., Inc. | 0.05% | Reduce -8.2% | 19,540 | $575K |
| Curran Financial Partners, LLC | 0.09% | Add +52.7% | 19,495 | $574K |
| Goepper Burkhardt LLC | 0.17% | No change | 19,447 | $572K |
| Martel Wealth Advisors LLC | 0.09% | Add +0.1% | 19,424 | $572K |
| Patten & Patten Inc. | 0.03% | No change | 19,326 | $569K |
| Investment Research Partners LLC | 0.19% | Add +32.7% | 19,321 | $569K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.1% | 19,293 | $568K |
| GEM Asset Management, LLC | 0.22% | Add +5.8% | 19,259 | $567K |
| Geometric Wealth Advisors | 0.06% | No change | 19,248 | $566K |
| Uncommon Cents Investing LLC | 0.12% | No change | 19,236 | $566K |
| DecisionPoint Financial, LLC | 0.10% | No change | 19,205 | $564K |
| Perryman Financial Advisory Inc. | 0.07% | Reduce -34.5% | 19,141 | $563K |
| Avail Investment Partners, LLC | 0.43% | Add +31.0% | 19,068 | $561K |
| Nwam LLC | 0.03% | Add +1.2% | 19,035 | $560K |
| Burling Wealth Partners, LLC | 0.08% | Add +54.3% | 18,911 | $557K |
| Cadent Capital Advisors, LLC | 0.11% | Add +0.1% | 18,799 | $553K |
| CRA Financial Services, LLC | 0.06% | No change | 18,796 | $553K |
| HRT Financial LP | 0.00% | Reduce -92.4% | 18,748 | $551K |
| Atticus Wealth Management, LLC | 0.13% | Add +16.5% | 18,677 | $550K |
| Hexagon Capital Partners LLC | 0.08% | Reduce -0.9% | 18,576 | $547K |
| Round Rock Advisors LLC | 0.07% | No change | 18,571 | $547K |
| Rothschild Investment LLC | 0.02% | No change | 18,504 | $545K |
| Valley Brook Capital Group, Inc. | 0.31% | Add +0.8% | 18,480 | $544K |
| Fiducient Advisors LLC | 0.08% | Add +33.1% | 18,477 | $544K |
| Members Trust Co | 0.02% | No change | 18,430 | $542K |
| Kane Investment Management, Inc. | 0.23% | Add +7.2% | 18,273 | $538K |
| GK Wealth Management LLC | 0.32% | New | 18,264 | $538K |
| Centaurus Financial, Inc. | 0.02% | Add +3.5% | 18,190 | $535K |
| Pinnacle Bancorp, Inc. | 0.14% | No change | 18,162 | $535K |
| Compass Capital Corp. /Ma/ | 0.17% | Reduce -46.0% | 17,505 | $534K |
| Motive Wealth Advisors | 0.22% | Reduce -10.9% | 18,016 | $530K |
| Balanced Rock Investment Advisors LLC | 0.33% | Reduce -0.6% | 18,015 | $530K |
| Rockbridge Investment Management, LCC | 0.04% | Reduce -1.6% | 17,865 | $526K |
| Bellevue Asset Management, LLC | 0.24% | Add +0.0% | 17,826 | $525K |
| TPG Advisors LLC | 0.29% | Add +0.1% | 17,735 | $522K |
| MBE Wealth Management, LLC | 0.18% | Reduce -0.6% | 17,716 | $521K |
| Gill Capital Partners, LLC | 0.14% | Reduce -23.8% | 17,712 | $521K |
| Guyasuta Investment Advisors Inc. | 0.03% | Add +5.8% | 17,616 | $518K |
| Armor Investment Advisors, LLC | 0.17% | Reduce -0.3% | 17,574 | $517K |
| Hudock, Inc. | 0.07% | Add +0.1% | 17,407 | $512K |
| Regimen Wealth, LLC | 0.14% | Add +0.3% | 17,373 | $511K |
| First County Bank | 0.24% | Reduce -5.0% | 17,370 | $511K |
| DDD Partners, LLC | 0.03% | Reduce -1.4% | 17,364 | $511K |
| Hilltop Wealth Advisors, LLC | 0.26% | New | 17,364 | $511K |
| Grantvest Financial Group LLC | 0.30% | Add +0.5% | 17,316 | $510K |
| Fisher Asset Management | 0.00% | Add +110.2% | 17,270 | $508K |
| Grey Fox Wealth Advisors, LLC | 0.08% | Add +6.2% | 17,240 | $507K |
| Blueline Advisors LLC | 0.35% | No change | 17,173 | $505K |
| IFG Advisors, LLC | 0.07% | Reduce -5.9% | 17,139 | $504K |
| Nautilus Advisors LLC | 0.30% | No change | 16,950 | $504K |
| Slow Capital, Inc. | 0.06% | Reduce -0.6% | 17,125 | $504K |
| CENTRAL TRUST Co | 0.01% | Add +7.7% | 17,123 | $504K |
| City Center Advisors, LLC | 0.41% | Add +9.4% | 17,106 | $503K |
| Rinkey Investments | 0.12% | Add +35.6% | 17,090 | $503K |
| Waldron Private Wealth LLC | 0.02% | No change | 17,051 | $502K |
| Flagship Private Wealth, LLC | 0.18% | No change | 17,021 | $501K |
| Colonial Trust Co / SC | 0.06% | Add +7.4% | 16,928 | $498K |
| Lafayette Investments, Inc. | 0.09% | No change | 16,847 | $496K |
| Altfest L J & Co. Inc. | 0.05% | Add +0.9% | 16,847 | $496K |
| Barton Investment Management | 0.07% | Add +0.3% | 16,844 | $496K |
| Tobias Financial Advisors, Inc. | 0.06% | Reduce -0.2% | 16,844 | $496K |
| First Trust Advisors LP | 0.00% | Reduce -15.4% | 16,756 | $493K |
| Macroview Investment Management LLC | 0.31% | Add +0.2% | 16,724 | $492K |
| Advisors Capital Management, LLC | 0.01% | Reduce -1.8% | 16,673 | $491K |
| Evansbrook LLC | 0.29% | Add +8.9% | 16,639 | $490K |
| Capital & Planning, LLC | 0.25% | New | 16,515 | $486K |
| Networth Advisors, LLC | 0.28% | Add +2400.0% | 16,500 | $486K |
| Capstone Financial Advisors, Inc. | 0.02% | Add +1.6% | 16,487 | $485K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | No change | 16,485 | $485K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +10.2% | 16,437 | $484K |
| Mainstay Capital Management LLC | 0.04% | Reduce -3.5% | 16,411 | $483K |
| Builder Investment Group Inc. | 0.09% | Add +13.4% | 16,208 | $477K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -30.1% | 16,180 | $476K |
| Capital Planning LLC | 0.14% | Add +92.5% | 16,145 | $475K |
| Pathway Financial Advisors LLC | 0.06% | Reduce -9.4% | 16,158 | $475K |
| Emissary Wealth LLC | 0.36% | No change | 16,082 | $473K |
| Accredited Investors Inc. | 0.02% | Add +51.8% | 16,042 | $472K |
| Essex Bank | 0.10% | Reduce -6.9% | 16,001 | $471K |
| Signal Tree Financial Partners LLC | 0.31% | No change | 15,999 | $471K |
| Aventus Investment Advisors, Inc. | 0.34% | Reduce -1.8% | 15,985 | $470K |
| Seaside Wealth Management, Inc. | 0.12% | No change | 15,852 | $467K |
| Spreng Capital Management, Inc. | 0.17% | Reduce -0.4% | 15,784 | $465K |
| Aspire Growth Partners LLC | 0.27% | Add +0.3% | 15,744 | $463K |
| Titleist Asset Management, LLC | 0.03% | Reduce -4.9% | 15,732 | $463K |
| Financial Life Advisors | 0.13% | Add +4.7% | 15,708 | $462K |
| Burton Enright Welch | 0.05% | No change | 15,684 | $462K |
| Traub Capital Management LLC | 0.41% | Reduce -0.4% | 15,651 | $461K |
| Your Advocates Ltd., LLP | 0.13% | Add +1.7% | 15,610 | $459K |
| Aspect Partners, LLC | 0.17% | No change | 15,546 | $458K |
| Confluence Wealth Services, Inc. | 0.01% | New | 15,506 | $456K |
| Riverview Capital Advisers, LLC | 0.13% | No change | 15,415 | $454K |
| Aspen Capital Management, LLC | 0.10% | Add +0.1% | 15,379 | $453K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -20.8% | 15,372 | $452K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -20.8% | 15,372 | $452K |
| Coppell Advisory Solutions LLC | 0.04% | New | 28,523 | $450K |
| Romano Brothers and Company | 0.05% | No change | 15,240 | $449K |
| Mather Group, Llc. | 0.00% | Reduce -36.3% | 15,224 | $448K |
| Global Wealth Strategies & Associates | 0.08% | Add +0.1% | 15,204 | $447K |
| Keenan, LLC | 0.32% | Add +0.0% | 15,181 | $447K |
| Principal Financial Group Inc. | 0.00% | Reduce -4.0% | 15,176 | $447K |
| Kickstand Ventures, Llc. | 0.08% | Add +7.5% | 15,159 | $446K |
| DAVENPORT & Co LLC | 0.00% | Reduce -12.4% | 15,154 | $446K |
| Pacific Park Financial, Inc. | 0.26% | Reduce -21.7% | 15,016 | $442K |
| BXM Wealth LLC | 0.24% | New | 14,975 | $441K |
| Wealthquest Corp | 0.03% | Add +22.3% | 14,943 | $440K |
| Sonoma Private Wealth LLC | 0.47% | No change | 14,892 | $438K |
| Northern Financial Advisors Inc | 0.29% | Reduce -4.3% | 14,882 | $438K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Add +0.0% | 14,869 | $438K |
| Elevated Financial Group LLC | 0.12% | Reduce -42.6% | 14,850 | $437K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -0.8% | 14,820 | $436K |
| GeoWealth Management, LLC | 0.01% | Add +30.7% | 14,771 | $435K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | Reduce -7.1% | 14,717 | $433K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -26.6% | 14,690 | $432K |
| Cadence Wealth Management LLC | 0.19% | Reduce -0.0% | 14,646 | $431K |
| SkyOak Wealth, LLC | 0.07% | No change | 14,590 | $429K |
| Paladin Wealth, LLC | 0.25% | No change | 14,544 | $428K |
| Bogart Wealth, LLC | 0.01% | Add +36.8% | 14,493 | $427K |
| Qube Research & Technologies Ltd | 0.00% | Add +30.6% | 14,491 | $426K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.2% | 14,459 | $426K |
| Mainsail Financial Group, LLC | 0.14% | New | 14,449 | $425K |
| Fairway Wealth LLC | 0.10% | No change | 14,373 | $423K |
| Lighthouse Wealth Management Inc. | 0.26% | No change | 14,202 | $418K |
| Financial Designs Corp | 0.22% | No change | 14,172 | $417K |
| Mindset Wealth Management, LLC | 0.08% | Add +1.1% | 14,120 | $416K |
| Hippocratic Financial Advisors, LLC | 0.16% | No change | 14,116 | $415K |
| Westshore Wealth, LLC | 0.13% | Add +0.3% | 14,030 | $413K |
| Strategic Blueprint, LLC | 0.02% | Add +47.6% | 13,956 | $411K |
| WPG Advisers, LLC | 0.24% | Reduce -2.9% | 13,940 | $410K |
| Aviance Capital Partners, LLC | 0.04% | Add +6.5% | 13,899 | $409K |
| SeaBridge Investment Advisors LLC | 0.06% | No change | 13,800 | $406K |
| Waddell & Associates, LLC | 0.02% | Reduce -1.1% | 13,665 | $402K |
| Brown Wealth Management, LLC | 0.09% | Reduce -0.5% | 13,644 | $402K |
| Insigneo Advisory Services, LLC | 0.01% | Add +30.4% | 13,609 | $401K |
| FC Advisory LLC | 0.11% | Add +1.6% | 13,585 | $400K |
| Montag A & Associates Inc. | 0.02% | No change | 13,584 | $400K |
| Advisory Alpha, LLC | 0.01% | Reduce -5.7% | 13,578 | $400K |
| Oakworth Capital, Inc. | 0.02% | Add +50.9% | 13,578 | $399K |
| Modus Advisors, LLC | 0.10% | No change | 13,526 | $398K |
| Mayport, LLC | 0.06% | No change | 13,506 | $397K |
| Peterson Wealth Management | 0.18% | Add +0.3% | 13,472 | $396K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -0.1% | 13,465 | $396K |
| Delos Wealth Advisors, LLC | 0.20% | No change | 13,422 | $395K |
| Elm Partners Management LLC | 0.01% | Add +37.6% | 13,360 | $393K |
| Granite Bay Wealth Management, LLC | 0.04% | Reduce -8.6% | 13,323 | $392K |
| Legacy Advisors, LLC | 0.04% | Add +0.3% | 13,248 | $390K |
| Panoramic Investment Advisors, LLC | 0.19% | Add +0.2% | 13,243 | $390K |
| South Shore Capital Advisors | 0.26% | No change | 13,223 | $389K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 13,151 | $387K |
| Narwhal Capital Management | 0.03% | Add +8.3% | 13,033 | $384K |
| Costello Asset Management, INC | 0.12% | Reduce -0.6% | 13,027 | $383K |
| Brooklyn FI, LLC | 0.07% | New | 13,006 | $383K |
| Berman McAleer LLC | 0.04% | No change | 12,978 | $382K |
| Clarity Financial LLC | 0.03% | No change | 12,945 | $381K |
| ONE Advisory Partners, LLC | 0.10% | No change | 12,924 | $380K |
| Retirement Guys Formula LLC | 0.14% | Reduce -0.5% | 12,923 | $380K |
| XY Planning Network, Inc. | 0.05% | New | 12,881 | $379K |
| LifeSteps Financial, Inc. | 0.18% | Reduce -4.5% | 12,801 | $377K |
| Stonebridge Financial Group, LLC | 0.03% | Add +0.0% | 12,753 | $375K |
| Peregrine Asset Advisers, Inc. | 0.08% | New | 12,729 | $375K |
| M&T Bank Corp | 0.00% | Reduce -7.3% | 12,700 | $374K |
| Fusion Capital, LLC | 0.09% | Add +0.2% | 12,689 | $373K |
| Clearstead Trust, LLC | 0.05% | No change | 12,678 | $373K |
| Laurel Oak Wealth Management, LLC | 0.05% | No change | 12,660 | $373K |
| Angeles Wealth Management, LLC | 0.02% | Add +8.2% | 12,656 | $372K |
| Eagle Harbor Asset Management Inc. | 0.29% | Reduce -0.7% | 12,640 | $372K |
| Highland Capital Management, LLC | 0.02% | Reduce -7.4% | 12,577 | $370K |
| Sound Stewardship, LLC | 0.15% | Add +8.4% | 12,563 | $370K |
| ProVise Management Group, LLC | 0.02% | Reduce -18.9% | 12,476 | $367K |
| Benjamin Edwards Inc. | 0.00% | Add +5.9% | 12,454 | $367K |
| PTM Wealth Management, LLC | 0.16% | Add +0.3% | 12,546 | $365K |
| CPC Advisors, LLC | 0.05% | No change | 12,381 | $364K |
| Morton Brown Family Wealth, LLC | 0.08% | No change | 12,369 | $364K |
| Tiemann Investment Advisors, LLC | 0.13% | No change | 12,360 | $364K |
| Roger Wittlin Investment Advisory, LLC | 0.28% | New | 12,327 | $363K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -0.6% | 12,295 | $362K |
| Diversified Investment Strategies, LLC | 0.23% | Reduce -1.0% | 12,195 | $359K |
| Smithfield Trust Co | 0.01% | No change | 12,178 | $358K |
| Certior Financial Group, LLC | 0.20% | Add +0.3% | 12,138 | $357K |
| StoneX Group Inc. | 0.01% | Reduce -57.7% | 12,050 | $355K |
| Calton & Associates, Inc. | 0.05% | Reduce -2.9% | 12,028 | $354K |
| PGIM Custom Harvest LLC | 0.00% | Add +5.0% | 12,011 | $353K |
| Portus Wealth Advisors, LLC | 0.29% | Reduce -21.8% | 12,006 | $353K |
| WealthCollab, LLC | 0.13% | No change | 11,984 | $353K |
| Eastern Bank | 0.01% | No change | 11,952 | $352K |
| JSF Financial, LLC | 0.06% | Add +0.3% | 11,937 | $351K |
| Lansing Street Advisors | 0.07% | New | 11,934 | $351K |
| GoalVest Advisory LLC | 0.07% | Reduce -6.6% | 11,925 | $351K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -10.2% | 11,907 | $350K |
| Shakespeare Wealth Management, LLC | 0.09% | Add +0.0% | 11,833 | $348K |
| OneAscent Financial Services LLC | 0.02% | Add +5.5% | 11,790 | $347K |
| Palouse Capital Management, Inc. | 0.23% | Reduce -7.3% | 11,732 | $345K |
| Howe & Rusling Inc. | 0.02% | Reduce -6.0% | 11,732 | $345K |
| Wealth Care LLC | 0.28% | No change | 11,700 | $344K |
| MKD Wealth Coaches, LLC | 0.29% | Reduce -3.4% | 11,693 | $344K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -2.7% | 11,688 | $344K |
| Warner Financial, Inc. | 0.10% | Add +0.0% | 11,664 | $343K |
| N.E.W. Advisory Services LLC | 0.02% | Add +0.0% | 11,664 | $343K |
| Koshinski Asset Management, Inc. | 0.02% | Add +1.2% | 11,614 | $342K |
| Brady Martz Wealth Solutions, LLC | 0.05% | Add +31.9% | 11,603 | $341K |
| Curtis Advisory Group, LLC | 0.07% | Add +0.1% | 11,601 | $341K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -42.8% | 11,597 | $341K |
| Falcon Wealth Planning | 0.02% | Reduce -25.1% | 11,585 | $341K |
| Bluesphere Advisors LLC | 0.10% | No change | 11,523 | $339K |
| Dickmeyer Boyce Financial Management, Inc. | 0.18% | Add +22.2% | 11,495 | $338K |
| LCW Services, LLC | 0.15% | Add +15.0% | 11,487 | $338K |
| Total Investment Management Inc. | 0.04% | Add +9.6% | 11,443 | $337K |
| Independent Wealth Network Inc. | 0.09% | Add +26.8% | 11,445 | $337K |
| Auctus Advisors LLC | 0.28% | No change | 11,429 | $336K |
| Delta Investment Management, LLC | 0.06% | Add +0.1% | 11,419 | $336K |
| Strategic Wealth Partners, Ltd. | 0.02% | No change | 11,407 | $336K |
| Geneos Wealth Management Inc. | 0.01% | No change | 11,371 | $335K |
| Summit Investment Advisory Services, LLC | 0.08% | No change | 11,280 | $332K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -10.0% | 11,262 | $331K |
| Quartz Partners, LLC | 0.11% | Reduce -2.0% | 11,253 | $331K |
| Index Fund Advisors, Inc. | 0.01% | No change | 11,201 | $330K |
| Capital Investment Counsel, LLC | 0.04% | Add +5.1% | 11,198 | $330K |
| Accel Wealth Management | 0.07% | Reduce -0.7% | 11,187 | $329K |
| Bessemer Group Inc. | 0.00% | Add +6814.4% | 11,063 | $326K |
| FinDec Wealth Services, Inc. | 0.38% | Reduce -8.0% | 11,071 | $326K |
| UMB Bank, n.a. | 0.00% | Add +32.7% | 11,070 | $326K |
| Physician Wealth Advisors, Inc. | 0.04% | No change | 11,052 | $325K |
| Intrua Financial, LLC | 0.03% | Add +14.2% | 11,047 | $325K |
| Fortem Financial Group, LLC | 0.07% | Add +1.2% | 11,004 | $324K |
| Intelligence Driven Advisers, LLC | 0.05% | New | 11,001 | $324K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Add +6.8% | 10,893 | $321K |
| Webster Bank, N. A. | 0.03% | No change | 10,885 | $320K |
| One Day In July LLC | 0.02% | No change | 10,856 | $320K |
| First Pacific Financial | 0.04% | Add +240.5% | 10,844 | $319K |
| Fiduciary Financial Group, LLC | 0.04% | Reduce -1.5% | 10,833 | $319K |
| Maridea Wealth Management LLC | 0.03% | New | 10,826 | $319K |
| Family Investment Center, Inc. | 0.05% | Add +0.3% | 10,812 | $318K |
| Legacy Wealth Partners, LLC | 0.07% | Add +0.2% | 10,787 | $317K |
| William Howard & Co Financial Advisors Inc | 0.25% | Add +0.3% | 10,781 | $317K |
| Waterford Advisors, LLC | 0.09% | No change | 9,987 | $317K |
| Riggs Asset Managment Co. Inc. | 0.06% | New | 10,705 | $315K |
| Jim Saulnier & Associates, LLC | 0.13% | New | 10,647 | $313K |
| Weatherly Asset Management L. P. | 0.02% | Reduce -0.0% | 10,644 | $313K |
| SP Asset Management LLC | 0.03% | Add +0.0% | 10,610 | $312K |
| Beacon Financial Group | 0.03% | No change | 10,607 | $312K |
| Syon Capital LLC | 0.01% | No change | 10,553 | $311K |
| WealthBridge Capital Management, LLC | 0.06% | Add +0.2% | 10,547 | $310K |
| Guardian Wealth Advisors, LLC | 0.15% | No change | 10,524 | $310K |
| Eley Financial Management, Inc | 0.10% | No change | 10,497 | $309K |
| Pegasus Asset Management, Inc. | 0.09% | Reduce -25.0% | 10,487 | $309K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -5.9% | 10,476 | $308K |
| Swisher Financial Concepts, Inc. | 0.19% | No change | 10,472 | $308K |
| Storen Legacy Partners, LLC | 0.08% | Add +0.2% | 10,451 | $308K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -11.5% | 10,432 | $307K |
| Balyasny Asset Management L.P. | 0.00% | New | 10,429 | $307K |
| BetterWealth, LLC | 0.05% | Reduce -9.6% | 10,332 | $304K |
| Elevated Capital Advisors, LLC | 0.08% | Reduce -48.8% | 10,322 | $304K |
| Quotient Wealth Partners, LLC | 0.01% | No change | 10,296 | $303K |
| Wbi Investments, LLC | 0.07% | Add +5.3% | 10,285 | $303K |
| Capital Wealth Planning, LLC | 0.00% | Add +1.7% | 10,216 | $301K |
| RAM Investment Partners, LLC | 0.05% | Reduce -2.2% | 10,149 | $299K |
| Kovack Advisors, Inc. | 0.01% | No change | 10,093 | $297K |
| Wagner Wealth Management, LLC | 0.05% | Add +3.0% | 10,075 | $297K |
| Sensible Money, LLC | 0.08% | Add +1.9% | 10,067 | $296K |
| Pinney & Scofield, Inc. | 0.14% | Reduce -1.7% | 10,024 | $295K |
| Perspective Wealth Advisors LLC | 0.16% | Add +3.0% | 9,986 | $294K |
| Foguth Wealth Management, LLC. | 0.03% | Reduce -0.1% | 10,041 | $294K |
| 25 LLC | 0.08% | Add +1.0% | 9,937 | $292K |
| J. Derek Lewis & Associates Inc. | 0.06% | Reduce -1.6% | 9,901 | $291K |
| Berkeley Capital Partners, LLC | 0.06% | Add +11.2% | 9,901 | $291K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 9,848 | $290K |
| Main Street Research LLC | 0.01% | Reduce -7.5% | 9,835 | $289K |
| Penney Financial, LLC | 0.10% | No change | 9,816 | $289K |
| Cambria Investment Management, L.P. | 0.01% | Reduce -8.4% | 9,809 | $289K |
| Empowered Funds, LLC | 0.00% | Reduce -8.4% | 9,809 | $289K |
| Segment Wealth Management, LLC | 0.01% | No change | 9,789 | $288K |
| Verity & Verity, LLC | 0.02% | No change | 9,780 | $288K |
| Shira Ridge Wealth Management | 0.10% | No change | 9,735 | $287K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 9,724 | $286K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 9,719 | $286K |
| Financial Advisory Corp | 0.04% | Reduce -0.6% | 9,683 | $285K |
| Bingham Private Wealth, LLC | 0.20% | Add +0.3% | 9,628 | $283K |
| Canvas Wealth Advisors, LLC | 0.04% | Reduce -25.5% | 9,583 | $282K |
| Strategic Planning Group, LLC | 0.03% | Add +0.3% | 9,581 | $282K |
| Black Swift Group, LLC | 0.04% | No change | 9,578 | $282K |
| Affinity Capital Advisors, LLC | 0.03% | Reduce -35.9% | 9,506 | $282K |
| Ellenbecker Investment Group | 0.03% | Reduce -13.3% | 9,551 | $281K |
| Golden State Wealth Management, LLC | 0.03% | Add +0.1% | 9,528 | $280K |
| Patrick M Sweeney & Associates, Inc. | 0.16% | Add +0.0% | 9,472 | $279K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -29.1% | 9,457 | $278K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -3.3% | 9,468 | $278K |
| Collective Family Office LLC | 0.06% | Reduce -1.7% | 9,425 | $277K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 9,416 | $277K |
| Boston Partners | 0.00% | No change | 9,409 | $277K |
| Wulff, Hansen & Co. | 0.21% | New | 9,390 | $276K |
| M3 Advisory Group, LLC | 0.14% | No change | 9,388 | $276K |
| Welch Group, LLC | 0.01% | No change | 9,378 | $276K |
| Old National Bancorp | 0.01% | New | 9,365 | $276K |
| Inlight Wealth Management, LLC | 0.09% | No change | 9,322 | $274K |
| Johnson Financial Group, Inc. | 0.01% | No change | 9,318 | $274K |
| Principia Wealth Advisory, LLC | 0.14% | Add +9.3% | 9,288 | $273K |
| Stephens Inc. | 0.00% | Reduce -3.1% | 9,287 | $273K |
| Prairie Advisory, LLC | 0.07% | — | 9,282 | $273K |
| Howard Capital Management Group, LLC | 0.02% | No change | 9,234 | $272K |
| Purkiss Capital Advisors LLC | 0.10% | No change | 9,179 | $270K |
| Sterling Investment Advisors, Ltd. | 0.05% | Add +0.3% | 9,174 | $270K |
| Dumont & Blake Investment Advisors LLC | 0.06% | Reduce -8.7% | 9,140 | $269K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -0.9% | 9,035 | $266K |
| Lazard Asset Management LLC | 0.00% | Reduce -92.9% | 9,000 | $265K |
| Outbound Financial Inc | 0.17% | New | 8,941 | $263K |
| Cottage Street Advisors LLC | 0.10% | Reduce -3.8% | 8,938 | $263K |
| Haven Private, LLC | 0.10% | Reduce -5.3% | 8,935 | $263K |
| Lee Danner & Bass Inc. | 0.02% | Reduce -0.1% | 8,886 | $262K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -33.4% | 8,806 | $259K |
| Presidio Capital Management, LLC | 0.06% | No change | 8,772 | $258K |
| Global Assets Advisory, LLC | 0.06% | New | 8,749 | $258K |
| Fearless Solutions, LLC dba Best Invest | 0.14% | Reduce -7.7% | 8,757 | $258K |
| RW Investment Management LLC | 0.02% | No change | 8,754 | $258K |
| Busey Bank | 0.01% | No change | 8,721 | $257K |
| MKT Advisors LLC | 0.08% | No change | 8,691 | $256K |
| Mustard Seed Financial, LLC | 0.13% | New | 8,695 | $256K |
| Ducere Wealth Management LLC | 0.08% | Reduce -2.5% | 8,679 | $255K |
| Capital Investment Services of America, Inc. | 0.03% | No change | 8,670 | $255K |
| Integrated Wealth Management | 0.27% | Reduce -47.2% | 8,662 | $255K |
| SageGuard Financial Group, LLC | 0.04% | Add +0.3% | 8,656 | $255K |
| Roan Capital Partners | 0.21% | Add +0.3% | 8,649 | $255K |
| Diversified Portfolios, Inc. | 0.02% | Add +0.0% | 8,606 | $253K |
| Barnes Dennig Private Wealth Management LLC | 0.20% | Add +20.3% | 8,573 | $252K |
| Evercore Wealth Management, LLC | 0.00% | No change | 8,523 | $251K |
| Mattern Wealth Management LLC | 0.04% | No change | 8,496 | $250K |
| Amara Financial, Llc. | 0.15% | Add +0.3% | 8,495 | $250K |
| Centennial Wealth Advisory LLC | 0.05% | No change | 8,478 | $250K |
| Pin Oak Investment Advisors Inc. | 0.18% | No change | 8,457 | $249K |
| Prostatis Group LLC | 0.06% | Add +4.1% | 8,444 | $249K |
| Legacy Bridge, LLC | 0.08% | No change | 8,429 | $248K |
| Brookwood Investment Group LLC | 0.03% | Reduce -3.4% | 8,403 | $247K |
| Rare Wolf Capital LLC | 0.16% | No change | 8,400 | $247K |
| Bond & Devick Financial Network, Inc. | 0.06% | No change | 8,390 | $247K |
| Cypress Wealth Services, LLC | 0.03% | Add +0.1% | 8,389 | $247K |
| G&S Capital LLC | 0.07% | New | 8,359 | $246K |
| WP Advisors, LLC | 0.06% | Add +1.0% | 8,337 | $245K |
| True Link Financial Advisors, LLC | 0.01% | Add +68.5% | 8,297 | $244K |
| PDS Planning, Inc | 0.01% | Add +19.5% | 8,230 | $242K |
| MSH Capital Advisors LLC | 0.04% | Add +0.2% | 8,164 | $240K |
| Old Mission Investment Co LLC | 0.05% | New | 8,129 | $239K |
| Beacon Capital Management, LLC | 0.03% | Reduce -45.6% | 8,098 | $238K |
| Wealthcare Capital Management LLC | 0.02% | Reduce -82.3% | 8,076 | $238K |
| TRUE Private Wealth Advisors | 0.02% | Reduce -35.6% | 8,064 | $237K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | No change | 8,018 | $236K |
| Sunbeam Capital Management, LLC | 0.11% | Add +0.3% | 8,009 | $236K |
| D'Orazio & Associates, Inc. | 0.03% | Add +0.0% | 7,984 | $235K |
| Quadcap Wealth Management, LLC | 0.02% | No change | 7,924 | $233K |
| Win Advisors, Inc. | 0.08% | New | 7,883 | $232K |
| Beacon Wealthcare LLC | 0.07% | No change | 7,866 | $232K |
| SKY-Mountain Capital Management, Inc. | 0.17% | No change | 7,842 | $231K |
| Lesa Sroufe & Co | 0.16% | New | 7,831 | $230K |
| Griffith & Werner, Inc. | 0.11% | New | 7,814 | $230K |
| Lawood & Co. | 0.16% | New | 7,800 | $230K |
| NorthStar Asset Management LLC | 0.05% | Reduce -0.8% | 7,800 | $230K |
| Chapin Davis, Inc. | 0.04% | New | 7,783 | $229K |
| Pinnacle Financial Group, LLC / IL | 0.06% | New | 7,740 | $228K |
| Cornerstone Capital, Inc. | 0.02% | New | 7,737 | $228K |
| Cypress Capital Group | 0.02% | New | 7,735 | $228K |
| Global Strategic Investment Solutions, LLC | 0.02% | New | 7,730 | $228K |
| Cannon Financial Strategists, Inc. | 0.03% | New | 7,717 | $227K |
| Strategic Financial Services, Inc. | 0.01% | New | 7,691 | $226K |
| Meridian Investment Counsel Inc. | 0.05% | New | 7,690 | $226K |
| Virtue Asset Management LLC | 0.16% | Reduce -3.1% | 7,681 | $226K |
| IAG Wealth Partners, LLC | 0.02% | No change | 7,681 | $226K |
| Strategic Advisory Partners, LLC | 0.16% | No change | 7,555 | $222K |
| VestGen Advisors, LLC | 0.01% | Reduce -9.1% | 7,534 | $222K |
| Robinhood Asset Management, LLC | 0.01% | New | 7,515 | $221K |
| Accent Capital Management, LLC | 0.10% | No change | 7,500 | $221K |
| Sandy Cove Advisors, LLC | 0.06% | New | 7,500 | $221K |
| Osbon Capital Management LLC | 0.17% | No change | 7,478 | $220K |
| Advisor OS, LLC | 0.01% | New | 7,474 | $220K |
| Jacksonville Wealth Management, LLC | 0.12% | New | 7,473 | $220K |
| AMJ Financial Wealth Management | 0.05% | No change | 8,570 | $220K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | New | 7,458 | $219K |
| PKS Advisory Services, LLC | 0.04% | New | 7,454 | $219K |
| First American Trust, FSB | 0.01% | New | 7,440 | $219K |
| Braun-Bostich & Associates Inc. | 0.12% | New | 7,427 | $219K |
| SYM FINANCIAL Corp | 0.02% | Reduce -7.9% | 7,404 | $218K |
| Clark Wealth Partners | 0.12% | No change | 7,401 | $218K |
| Edgemoor Investment Advisors, Inc. | 0.01% | New | 7,398 | $218K |
| Sage Rhino Capital LLC | 0.04% | New | 7,370 | $217K |
| Elevation Wealth Management LLC | 0.16% | Reduce -16.3% | 7,355 | $216K |
| McAlister, Sweet & Associates, Inc. | 0.12% | New | 7,343 | $216K |
| Legacy Financial Advisors, Inc. | 0.03% | New | 7,326 | $216K |
| Allegheny Financial Group | 0.02% | New | 7,324 | $216K |
| Verde Capital Management | 0.04% | New | 7,286 | $214K |
| BLB&B Advisors, LLC | 0.01% | New | 7,284 | $214K |
| Oxinas Partners, LLC | 0.08% | New | 7,277 | $214K |
| HORAN Wealth, LLC | 0.03% | New | 7,267 | $214K |
| Cannon Wealth Management Services, LLC | 0.12% | New | 7,248 | $213K |
| Beacon Bank & Trust | 0.04% | New | 7,245 | $213K |
| Vawter Financial, Ltd. | 0.08% | New | 7,225 | $213K |
| Choate Investment Advisors | 0.00% | New | 7,207 | $212K |
| Carmel Capital Management L.L.C. | 0.05% | New | 7,200 | $212K |
| Alaska Wealth Advisors, LLC | 0.02% | New | 7,182 | $211K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 7,167 | $211K |
| Motco | 0.02% | Reduce -47.1% | 7,157 | $211K |
| JB Capital LLC | 0.01% | New | 7,140 | $210K |
| Private Wealth Partners, LLC | 0.01% | New | 7,102 | $209K |
| Financial Concepts Unlimited, Inc. | 0.16% | New | 7,097 | $209K |
| Variant Private Wealth, LLC | 0.23% | New | 7,076 | $208K |
| FWL Investment Management, LLC | 0.04% | No change | 7,050 | $207K |
| Caliber Wealth Management, LLC / KS | 0.02% | New | 7,045 | $207K |
| Clay Northam Wealth Management, LLC | 0.10% | New | 7,000 | $206K |
| Investors Portfolio Services LLC | 0.16% | Add +0.8% | 6,996 | $206K |
| WealthCare Investment Partners, LLC | 0.05% | New | 6,975 | $205K |
| Rochester Wealth Strategies, LLC | 0.11% | New | 6,972 | $205K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | New | 6,970 | $205K |
| Gateway Wealth Partners, LLC | 0.01% | Reduce -27.8% | 6,963 | $205K |
| Gray Private Wealth, LLC | 0.09% | New | 6,941 | $204K |
| Clear Wave Wealth Management LLC | 0.05% | New | 6,910 | $203K |
| Wealth Management Nebraska | 0.02% | Reduce -55.1% | 6,906 | $203K |
| Gilpin Wealth Management, LLC | 0.14% | New | 6,889 | $203K |
| Note Advisors, LLC | 0.09% | New | 6,887 | $203K |
| Private Management Group Inc. | 0.01% | New | 6,882 | $203K |
| Yukon Wealth Management, Inc. | 0.06% | Reduce -16.9% | 6,878 | $202K |
| Rock Point Advisors, LLC | 0.05% | New | 6,872 | $202K |
| Verus Capital Partners, LLC | 0.01% | Reduce -15.8% | 6,839 | $201K |
| Capital City Trust Co. | 0.04% | Reduce -20.3% | 6,815 | $201K |
| Contravisory Investment Management, Inc. | 0.04% | Reduce -12.1% | 6,813 | $201K |
| Argent Trust Co | 0.01% | New | 6,810 | $200K |
| Silver Grove Financial Group, Inc. | 0.10% | Add +15.9% | 6,568 | $193K |
| JDM Financial Group LLC | 0.07% | Reduce -15.8% | 6,536 | $192K |
| Dunhill Financial, LLC | 0.04% | Add +16.1% | 6,513 | $192K |
| Arlington Trust Co LLC | 0.02% | No change | 6,489 | $191K |
| RMG Wealth Management LLC | 0.02% | Add +142.3% | 5,736 | $182K |
| International Assets Investment Management, LLC | 0.01% | Reduce -0.8% | 6,106 | $179K |
| Trust Co. of Toledo NA | 0.01% | No change | 6,078 | $179K |
| Institute for Wealth Management, LLC. | 0.02% | New | 6,068 | $179K |
| Coston, McIsaac & Partners | 0.04% | No change | 5,943 | $174K |
| Trust Co | 0.02% | Add +0.4% | 5,841 | $172K |
| Cardiff Park Advisors, LLC | 0.01% | Add +43.5% | 5,791 | $170K |
| Operose Advisors LLC | 0.03% | No change | 5,740 | $169K |
| Crews Bank & Trust | 0.02% | No change | 5,712 | $168K |
| NWK Group, Inc. | 0.05% | Reduce -10.4% | 5,591 | $165K |
| Heritage Wealth Advisors | 0.01% | No change | 5,139 | $151K |
| Community Financial Services Group, LLC | 0.02% | New | 5,136 | $151K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +184.5% | 5,136 | $150K |
| SHP Wealth Management | 0.01% | Reduce -12.9% | 5,036 | $148K |
| Gables Capital Management Inc. | 0.05% | No change | 5,025 | $148K |
| Granville Capital, Inc. | 0.07% | Reduce -21.4% | 4,950 | $146K |
| Olistico Wealth, LLC | 0.06% | No change | 4,905 | $144K |
| High Note Wealth, LLC | 0.02% | Add +47.3% | 4,877 | $144K |
| JPL Wealth Management, LLC | 0.03% | No change | 4,623 | $136K |
| Community Bank, N.A. | 0.01% | No change | 4,515 | $133K |
| GW&K Investment Management, LLC | 0.00% | Add +122.1% | 4,498 | $132K |
| McDonald Partners LLC | 0.03% | New | 4,475 | $132K |
| Activest Wealth Management | 0.02% | No change | 4,353 | $128K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -9.9% | 4,352 | $128K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 4,328 | $127K |
| NBT Bank, N.A. | 0.01% | Reduce -77.8% | 4,157 | $122K |
| North Star Investment Management Corp. | 0.01% | Add +0.3% | 4,044 | $119K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +0.3% | 3,912 | $115K |
| Burnham & Co LLC | 0.09% | — | 3,889 | $114K |
| McGuire Capital Advisors Inc. | 0.06% | Add +0.1% | 3,790 | $112K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 3,615 | $106K |
| American Capital Advisory, LLC | 0.04% | Add +28.1% | 3,538 | $104K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 3,494 | $103K |
| Rice Partnership, LLC | 0.01% | No change | 3,453 | $102K |
| HM Payson & Co. | 0.00% | No change | 3,312 | $97K |
| Cornerstone Planning Group LLC | 0.01% | Add +5.7% | 3,307 | $97K |
| GAMMA Investing LLC | 0.00% | Add +112.3% | 3,144 | $93K |
| Key Capital Management, INC | 0.05% | Add +46.7% | 3,108 | $91K |
| Spectrum Wealth Advisory Group, LLC | 0.03% | New | 3,068 | $90K |
| CGC Financial Services, LLC | 0.02% | No change | 3,000 | $88K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -0.2% | 2,937 | $86K |
| Tompkins Financial Corp. | 0.01% | Add +1138.8% | 2,936 | $86K |
| Tounjian Advisory Partners, LLC | 0.04% | New | 2,821 | $83K |
| Caitlin John, LLC | 0.04% | No change | 2,739 | $81K |
| Avion Wealth | 0.01% | Reduce -0.0% | 2,727 | $80K |
| Citizens National Bank Trust Department | 0.01% | No change | 2,688 | $79K |
| Essential Partners LLC | 0.04% | Add +0.0% | 2,670 | $79K |
| Versant Capital Management, Inc | 0.01% | Add +102.6% | 2,593 | $76K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 2,577 | $76K |
| Financial Gravity Companies, Inc. | 0.01% | — | 2,557 | $75K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,552 | $75K |
| Bokf, NA | 0.00% | Add +44.2% | 2,544 | $75K |
| GGM Financial LLC | 0.03% | New | 2,518 | $74K |
| Frazier Financial Advisors, LLC | 0.04% | Add +0.3% | 2,429 | $71K |
| Topsail Wealth Management, LLC | 0.01% | Add +283.2% | 2,414 | $71K |
| Hoey Investments, Inc. | 0.01% | Reduce -1.9% | 2,390 | $70K |
| Balentine LLC | 0.00% | No change | 2,349 | $69K |
| Key Financial Inc | 0.01% | Add +136.7% | 2,348 | $69K |
| Smallwood Wealth Investment Management, LLC | 0.03% | Reduce -0.9% | 2,154 | $63K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.2% | 2,142 | $63K |
| Financial Perspectives, Inc | 0.02% | Add +0.2% | 2,141 | $63K |
| Synergy Investment Management, LLC | 0.02% | Add +93.7% | 2,166 | $62K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 2,100 | $62K |
| Tsfg, LLC | 0.01% | No change | 2,025 | $60K |
| Register Financial Advisors LLC | 0.02% | New | 1,989 | $59K |
| Strategic Investment Solutions, Inc. | 0.01% | Reduce -16.4% | 1,958 | $58K |
| Roble, Belko & Company, Inc | 0.01% | Add +0.3% | 1,953 | $57K |
| Davis Capital Management | 0.03% | No change | 1,909 | $56K |
| Alpine Bank Wealth Management | 0.01% | New | 1,892 | $56K |
| Glassman Wealth Services | 0.01% | No change | 1,884 | $55K |
| City State Bank | 0.01% | No change | 1,878 | $55K |
| Lodestone Wealth Management LLC | 0.02% | No change | 1,872 | $55K |
| Triumph Capital Management | 0.01% | Reduce -12.2% | 1,786 | $53K |
| PFS Partners, LLC | 0.02% | No change | 1,785 | $53K |
| HighMark Wealth Management LLC | 0.02% | Add +0.2% | 1,749 | $51K |
| Concord Wealth Partners | 0.01% | New | 1,680 | $49K |
| TFC Financial Management, Inc. | 0.01% | Add +17.8% | 1,563 | $46K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,560 | $46K |
| Markowski Investments | 0.01% | — | 1,553 | $46K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -9.0% | 1,540 | $45K |
| Mosley Wealth Management | 0.01% | New | 1,493 | $44K |
| TOP Private Wealth LLC. | 0.04% | — | 1,432 | $42K |
| West Paces Advisors Inc. | 0.01% | No change | 1,406 | $41K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.05% | New | 1,338 | $39K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.2% | 1,322 | $39K |
| Harborfront Financial Group LLC | 0.15% | — | 1,318 | $39K |
| Bulwark Capital Corp | 0.02% | No change | 1,306 | $38K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 1,287 | $38K |
| Tidemark, LLC | 0.01% | No change | 1,275 | $38K |
| Orion Capital Management LLC | 0.01% | No change | 1,214 | $36K |
| True Wealth Design, LLC | 0.01% | No change | 1,172 | $34K |
| Tucker Asset Management LLC | 0.01% | No change | 1,168 | $34K |
| SIMA Wealth Partners, LLC | 0.02% | Add +2.1% | 1,159 | $34K |
| Delta Asset Management LLC | 0.00% | No change | 1,125 | $33K |
| CrossGen Wealth, LLC | 0.03% | New | 1,110 | $33K |
| TD Waterhouse Canada Inc. | 0.00% | Add +23.3% | 1,110 | $33K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1,093 | $32K |
| Archer Investment Corp | 0.01% | Add +0.3% | 1,053 | $31K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 1,050 | $31K |
| Buck Wealth Strategies, LLC | 0.00% | New | 1,039 | $31K |
| Prudent Man Investment Management, Inc. | 0.01% | No change | 1,127 | $30K |
| New Republic Capital, LLC | 0.01% | No change | 978 | $29K |
| Toth Financial Advisory Corp. | 0.00% | No change | 902 | $27K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 900 | $26K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 894 | $26K |
| Trust Co. of Vermont | 0.00% | — | 894 | $26K |
| Marshall Investment Management, LLC | 0.01% | No change | 888 | $26K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -33.7% | 886 | $26K |
| Private Wealth Management Group, LLC | 0.01% | No change | 886 | $26K |
| Valued Wealth Advisors LLC | 0.01% | Reduce -49.6% | 858 | $25K |
| Align Financial, LLC | 0.01% | Reduce -15.5% | 849 | $25K |
| POM Investment Strategies, LLC | 0.03% | No change | 810 | $24K |
| High Point Wealth Management, LLC | 0.02% | Add +0.3% | 788 | $23K |
| Cordant, Inc. | 0.01% | New | 779 | $23K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 712 | $21K |
| Allied Private Wealth LLC | 0.01% | — | 699 | $21K |
| Paladin Advisory Group, LLC | 0.01% | No change | 688 | $20K |
| Addison Advisors LLC | 0.01% | New | 651 | $19K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -24.3% | 620 | $18K |
| Horrell Capital Management, Inc. | 0.01% | No change | 606 | $18K |
| PlanVest Financial, Inc | 0.01% | Add +0.5% | 603 | $18K |
| Aberdeen Wealth Management LLC | 0.01% | No change | 600 | $18K |
| Prosperity Bancshares Inc | 0.01% | No change | 582 | $17K |
| Kozak & Associates, Inc. | 0.00% | Add +0.2% | 580 | $17K |
| Cypress Capital Management LLC (WY) | 0.01% | No change | 578 | $17K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -92.1% | 550 | $16K |
| Maseco LLP | 0.00% | No change | 514 | $15K |
| Acumen Wealth Advisors, LLC | 0.00% | Reduce -66.7% | 486 | $14K |
| Westside Investment Management, Inc. | 0.00% | No change | 480 | $14K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +0.2% | 461 | $14K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -25.6% | 443 | $13K |
| Main Management LLC | 0.00% | No change | 456 | $13K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 441 | $13K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 441 | $13K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 438 | $13K |
| Maryland Capital Advisors Inc. | 0.00% | — | 418 | $12K |
| Cheviot Value Management, LLC | 0.00% | Add +108.8% | 403 | $12K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Add +0.3% | 401 | $12K |
| Ameriflex Group, Inc. | 0.00% | Add +424.0% | 393 | $12K |
| Robinswood Financial LLC | 0.00% | No change | 387 | $11K |
| Frankly Finances, LLC | 0.01% | New | 361 | $11K |
| Kilter Group LLC | 0.00% | Reduce -4.9% | 350 | $10K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -31.4% | 336 | $10K |
| Anchor Bay Capital, Inc. | 0.01% | — | 323 | $10K |
| Atmos Advisory, LLC | 0.00% | No change | 296 | $9K |
| RHL Group, LLC | 0.01% | Add +90.5% | 299 | $9K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 290 | $9K |
| Cordgrass Capital Advisors, LLC | 0.00% | Reduce -98.1% | 287 | $8K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.4% | 282 | $8K |
| Robbins Farley | 0.00% | Reduce -44.9% | 277 | $8K |
| Oakmont Advisory Group, LLC | 0.01% | New | 253 | $7K |
| Highland Investment Advisors LLC | 0.00% | — | 251 | $7K |
| Noble Wealth Management PBC | 0.00% | Reduce -67.4% | 250 | $7K |
| MTM Investment Management, LLC | 0.00% | No change | 240 | $7K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 225 | $7K |
| Solstein Capital, LLC | 0.00% | No change | 204 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +0.4% | 227 | $6K |
| Leo H. Evart, Inc. | 0.00% | Reduce -83.2% | 199 | $6K |
| Graney & King, LLC | 0.00% | No change | 161 | $5K |
| First Horizon Corp. | 0.00% | No change | 150 | $4K |
| Virtus Advisers, LLC | 0.00% | Add +35.2% | 146 | $4K |
| Founders Financial Alliance, LLC | 0.00% | No change | 144 | $4K |
| Seneschal Advisors, LLC | 0.00% | Add +0.7% | 140 | $4K |
| Luken Investment Analytics, LLC | 0.00% | New | 138 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 125 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 117 | $3K |
| 3 Factor Indexing, LLC | 0.00% | No change | 90 | $3K |
| Horizon Financial Services, LLC | 0.00% | New | 89 | $3K |
| EPG Wealth Management LLC | 0.00% | New | 80 | $2K |
| NorthAvenue LLC | 0.00% | New | 77 | $2K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -97.6% | 75 | $2K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | Reduce -95.2% | 70 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 61 | $2K |
| Basepoint Wealth LLC | 0.00% | New | 43 | $1K |
| Creative Capital Management Investments LLC | 0.00% | Reduce -77.0% | 37 | $1K |
| Redwood Park Advisors LLC | 0.00% | No change | 28 | $834 |
| Sittner & Nelson, LLC | 0.00% | No change | 24 | $707 |
| Friedenthal Financial | 0.00% | No change | 21 | $619 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 11 | $324 |
| Strive Financial Group ,LLC | 0.00% | New | 2 | $59 |
"% 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.