FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,147.32-0.17%
XLE56.75-0.21%
STOXX50E5,860.32-0.39%
XLF51.760.65%
FTSE10,321.09-0.56%
IXIC24,869.240.13%
RUT2,788.120.04%
GSPC7,172.360.10%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM
CUSIP 808524201

SCHWAB STRATEGIC TR

458 institutions · $26.23B total · 973,984,347 shares

#ManagerSharesValue% of TotalPeriod
1US BANCORP \DE\155,402,515$4.18B15.95%2025-12-31
2Creative Planning76,293,127$2.05B7.83%2025-12-31
3MONETA GROUP INVESTMENT ADVISORS LLC35,831,024$964.2M3.67%2025-12-31
4HBK Sorce Advisory LLC34,479,165$939.2M3.54%2025-12-31
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO30,984,972$833.8M3.18%2025-12-31
6SEI INVESTMENTS CO30,973,811$833.5M3.18%2025-12-31
7SAGE FINANCIAL GROUP INC23,836,476$641.4M2.44%2025-12-31
8CAPTRUST FINANCIAL ADVISORS19,522,489$525.4M2.00%2025-12-31
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC19,086,174$521.8M1.95%2025-12-31
10Cerity Partners LLC17,702,713$476.4M1.81%2025-12-31
11Diversified Enterprises, LLC16,962,165$456.5M1.74%2025-12-31
12HighTower Advisors, LLC14,141,394$380.5M1.45%2025-12-31
13JANUS HENDERSON GROUP PLC12,410,720$334.0M1.27%2025-12-31
14MERCER GLOBAL ADVISORS INC /ADV10,387,007$283.0M1.06%2025-12-31
15Norinchukin Bank, The10,180,000$273.9M1.04%2025-12-31
16Prime Capital Investment Advisors, LLC10,005,831$269.3M1.02%2025-12-31
17Koss-Olinger Consulting, LLC9,998,509$269.1M1.02%2025-12-31
18McAdam, LLC9,936,362$267.4M1.02%2025-12-31
19Fund Evaluation Group, LLC9,492,565$255.4M0.97%2025-12-31
20Mariner, LLC8,901,392$239.5M0.91%2025-12-31
21JMG Financial Group, Ltd.8,445,906$227.3M0.86%2025-12-31
22LPL Financial LLC7,696,890$207.1M0.79%2025-12-31
23BANK OF AMERICA CORP /DE/7,660,133$206.1M0.78%2025-12-31
24VANTAGEPOINT INVESTMENT ADVISERS LLC7,592,541$204.3M0.77%2025-12-31
25ASSETMARK, INC6,513,794$175.3M0.66%2025-12-31
26Beacon Pointe Advisors, LLC6,461,827$173.9M0.66%2025-12-31
27BlueSky Wealth Advisors, LLC6,216,158$167.3M0.63%2025-12-31
28Apriem Advisors6,166,583$165.9M0.63%2025-12-31
29MORGAN STANLEY5,830,844$156.9M0.59%2025-12-31
30Northwest Quadrant Wealth Management, LLC5,301,134$142.7M0.54%2025-12-31
31FINANCIAL CONSULATE, INC5,201,944$140.0M0.53%2025-12-31
32JOHNSON INVESTMENT COUNSEL INC5,075,689$136.6M0.52%2025-12-31
33GREENWOOD GEARHART INC4,746,845$127.7M0.48%2025-12-31
34Orgel Wealth Management, LLC4,679,398$125.9M0.48%2025-12-31
35EVERMAY WEALTH MANAGEMENT LLC4,435,795$119.4M0.45%2025-12-31
36Charles Schwab Trust Co4,214,954$113.4M0.43%2025-12-31
37Corient Private Wealth LLC3,990,053$107.4M0.40%2025-12-31
38Steele Capital Management, Inc.3,985,073$107.2M0.40%2025-12-31
39Farther Finance Advisors, LLC3,972,127$106.9M0.40%2025-12-31
40FSA Investment Group, LLC3,545,168$95.4M0.36%2025-12-31
41AMERIPRISE FINANCIAL INC3,479,980$93.6M0.35%2025-12-31
42SIMS INVESTMENT MANAGEMENT, LLC3,420,432$92.0M0.35%2025-12-31
43Meridian Wealth Partners, LLC3,405,743$91.6M0.34%2025-12-31
44Curi Capital, LLC3,340,202$89.9M0.34%2025-12-31
45EP Wealth Advisors, LLC3,216,726$86.6M0.33%2025-12-31
46Focus Partners Wealth3,204,446$86.2M0.32%2025-12-31
47Integrated Wealth Concepts LLC3,151,933$84.8M0.32%2025-12-31
48HB Wealth Management, LLC3,031,436$81.6M0.31%2025-12-31
49CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC2,915,883$78.5M0.29%2025-12-31
50Cresset Asset Management, LLC2,828,898$76.1M0.29%2025-12-31
51Wealthspire Advisors, LLC2,816,409$75.8M0.28%2025-12-31
52AQR CAPITAL MANAGEMENT LLC2,759,444$74.3M0.28%2025-12-31
53Baker Avenue Asset Management, LP2,695,183$72.5M0.27%2025-12-31
54Aptus Capital Advisors, LLC2,676,224$72.0M0.27%2025-12-31
55Standpoint Asset Management, LLC2,657,500$71.5M0.27%2025-12-31
56GUARDIAN WEALTH ADVISORS, LLC / NC2,622,172$70.6M0.26%2025-12-31
57Jaffetilchin Investment Partners, LLC2,570,082$69.2M0.26%2025-12-31
58Bangor Savings Bank2,470,906$66.5M0.25%2025-12-31
59Savant Capital, LLC2,464,660$66.3M0.25%2025-12-31
60Berger Financial Group, Inc2,337,749$62.9M0.24%2025-12-31
61CacheTech Inc.2,300,000$61.9M0.23%2025-12-31
62NewSquare Capital LLC2,276,685$61.3M0.23%2025-12-31
63JONES FINANCIAL COMPANIES LLLP2,253,413$60.6M0.23%2025-12-31
64JPMORGAN CHASE & CO2,252,835$60.6M0.23%2025-12-31
65Alliance Wealth Management Group2,212,231$59.5M0.22%2025-12-31
66Towercrest Capital Management2,212,231$59.5M0.22%2025-12-31
67Legacy Wealth Management, Inc2,206,176$59.4M0.22%2025-12-31
68Financial Management Professionals, Inc.2,200,040$59.2M0.22%2025-12-31
69RKL Wealth Management LLC2,147,814$57.8M0.22%2025-12-31
70McGlone Suttner Wealth Management, Inc.2,119,924$57.0M0.21%2025-12-31
71Adams Wealth Management2,115,264$56.9M0.21%2025-12-31
72Modern Wealth Management, LLC1,999,995$53.8M0.20%2025-12-31
73Red Door Wealth Management, LLC1,985,532$53.4M0.20%2025-12-31
74Northeast Financial Group, Inc.1,983,561$53.4M0.20%2025-12-31
75Pure Financial Advisors, LLC1,975,566$53.2M0.20%2025-12-31
76UNITED CAPITAL FINANCIAL ADVISORS, LLC1,903,988$51.2M0.19%2025-12-31
77Bleakley Financial Group, LLC1,891,079$50.9M0.19%2025-12-31
78ENVESTNET ASSET MANAGEMENT INC1,850,090$49.8M0.18%2025-12-31
79WELLS FARGO & COMPANY/MN1,821,214$49.0M0.18%2025-12-31
80IMA Advisory Services, Inc.1,788,112$48.1M0.18%2025-12-31
81HARBOUR INVESTMENTS, INC.1,775,672$47.8M0.18%2025-12-31
82Chicago Partners Investment Group LLC1,735,246$47.2M0.17%2025-12-31
83Visionary Wealth Advisors1,751,872$47.1M0.17%2025-12-31
84Richardson Capital Management LLC1,747,876$47.0M0.17%2025-12-31
85Courage Miller Partners, LLC1,745,021$47.0M0.17%2025-12-31
86RAYMOND JAMES FINANCIAL INC1,742,137$46.9M0.17%2025-12-31
87World Investment Advisors1,695,498$45.0M0.17%2025-12-31
88KAVAR CAPITAL PARTNERS GROUP, LLC1,666,797$44.9M0.17%2025-12-31
89Royal Bank of Canada1,647,738$44.3M0.16%2025-12-31
90Quantinno Capital Management LP1,607,504$43.3M0.16%2025-12-31
91SigFig Wealth Management, LLC1,546,940$41.7M0.15%2025-12-31
92Newman Dignan & Sheerar, Inc.1,538,425$41.4M0.15%2025-12-31
93Wilmington Savings Fund Society, FSB1,537,906$41.4M0.15%2025-12-31
94ACCESS FINANCIAL SERVICES, INC.1,518,734$40.9M0.15%2025-12-31
95COMMONWEALTH EQUITY SERVICES, LLC1,514,975$40.8M0.15%2025-12-31
96FIDELIS iM, LLC1,503,708$40.5M0.15%2025-12-31
97Modera Wealth Management, LLC1,496,412$40.3M0.15%2025-12-31
98Belpointe Asset Management LLC1,472,759$39.6M0.15%2025-12-31
99PINKERTON WEALTH, LLC1,462,473$39.4M0.15%2025-12-31
100D.B. Root & Company, LLC1,460,128$39.3M0.14%2025-12-31
101FMR LLC1,430,260$38.5M0.14%2025-12-31
102Embree Financial Group1,428,282$38.4M0.14%2025-12-31
103OSAIC HOLDINGS, INC.1,424,214$38.3M0.14%2025-12-31
104MORRIS FINANCIAL CONCEPTS, INC.1,423,565$38.3M0.14%2025-12-31
105Schneider Downs Wealth Management Advisors, LP1,420,448$38.2M0.14%2025-12-31
106Sequoia Financial Advisors, LLC1,420,177$38.2M0.14%2025-12-31
107Destination Wealth Management1,416,630$38.1M0.14%2025-12-31
108Fortis Capital Advisors, LLC1,408,447$37.9M0.14%2025-12-31
109Ashton Thomas Private Wealth, LLC1,407,637$37.9M0.14%2025-12-31
110Sherwood Financial Partners, LLC1,404,347$37.8M0.14%2025-12-31
111Cetera Investment Advisers1,362,888$36.7M0.13%2025-12-31
112Ashford Advisors, LLC1,355,327$36.5M0.13%2025-12-31
113Bernard Wealth Management Corp.1,349,634$36.3M0.13%2025-12-31
114BCS Wealth Management1,344,800$36.2M0.13%2025-12-31
115Fortis Capital Management LLC1,339,853$36.1M0.13%2025-12-31
116GOLDMAN SACHS GROUP INC1,339,310$36.0M0.13%2025-12-31
117Athena Investment Management1,306,764$35.2M0.13%2025-12-31
118CHOREO, LLC1,296,003$35.1M0.13%2025-12-31
119Gleason Group, Inc.1,287,531$34.6M0.13%2025-12-31
120BALLAST ADVISORS LLC1,271,925$34.2M0.13%2025-12-31
121Cornerstone Wealth Group, LLC1,271,769$34.2M0.13%2025-12-31
122Foster Victor Wealth Advisors, LLC1,248,334$34.1M0.12%2025-12-31
123Main Street Financial Solutions, LLC1,257,287$33.8M0.12%2025-12-31
124HRC WEALTH MANAGEMENT, LLC1,252,181$33.7M0.12%2025-12-31
125Dynamic Advisor Solutions LLC1,246,944$33.6M0.12%2025-12-31
126Ascension Capital Advisors, Inc.1,233,008$33.2M0.12%2025-12-31
127MAI Capital Management1,224,401$32.9M0.12%2025-12-31
128Ethos Financial Group, LLC1,218,437$32.8M0.12%2025-12-31
129Powers Advisory Group, LLC1,199,072$32.3M0.12%2025-12-31
130PURE PORTFOLIOS HOLDINGS LLC1,193,291$32.1M0.12%2025-12-31
131SHERMAN PORFOLIOS, LLC1,188,906$32.0M0.12%2025-12-31
132Tradewinds Capital Management, LLC1,186,560$31.9M0.12%2025-12-31
133UBS Group AG1,173,397$31.6M0.12%2025-12-31
134Anchor Investment Management, LLC1,172,583$31.6M0.12%2025-12-31
135Perigon Wealth Management, LLC1,157,789$31.2M0.11%2025-12-31
136OneDigital Investment Advisors LLC1,145,531$30.8M0.11%2025-12-31
137Christensen, King & Associates Investment Services, Inc.1,141,964$30.7M0.11%2025-12-31
138Almanack Investment Partners, LLC.1,141,669$30.7M0.11%2025-12-31
139Gordian Advisors LLC1,108,746$29.8M0.11%2025-12-31
140Csenge Advisory Group1,106,149$29.8M0.11%2025-12-31
141BlackRock, Inc.1,085,486$29.2M0.11%2025-12-31
142Provident Wealth Management, LLC1,080,579$29.1M0.11%2025-12-31
143FPC INVESTMENT ADVISORY, INC.1,069,325$28.8M0.10%2025-12-31
144SAWGRASS ASSET MANAGEMENT LLC1,044,972$28.1M0.10%2025-12-31
145Kelman-Lazarov, Inc.1,019,736$27.4M0.10%2025-12-31
146Milestone Investment Advisors LLC1,018,982$27.4M0.10%2025-12-31
147St. Johns Investment Management Company, LLC1,015,733$27.3M0.10%2025-12-31
148Allworth Financial LP998,682$26.9M0.10%2025-12-31
149STIFEL FINANCIAL CORP992,929$26.7M0.10%2025-12-31
150Sound View Wealth Advisors Group, LLC958,031$25.8M0.09%2025-12-31
151Sage Financial Management Group, Inc.950,630$25.6M0.09%2025-12-31
152LOWE BROCKENBROUGH & CO INC945,011$25.4M0.09%2025-12-31
153SALEM INVESTMENT COUNSELORS INC937,188$25.2M0.09%2025-12-31
154Essex LLC935,988$25.2M0.09%2025-12-31
155St. Louis Trust Co935,942$25.2M0.09%2025-12-31
156Empirical Financial Services, LLC d.b.a. Empirical Wealth Management932,876$25.1M0.09%2025-12-31
157MANCHESTER FINANCIAL INC918,824$24.7M0.09%2025-12-31
158Orion Porfolio Solutions, LLC914,622$24.6M0.09%2025-12-31
159Clearwater Capital Advisors, LLC907,465$24.4M0.09%2025-12-31
160Ancora Advisors LLC904,076$24.3M0.09%2025-12-31
161GEN Financial Management, INC.895,830$24.1M0.09%2025-12-31
162Bell Investment Advisors, Inc887,608$23.9M0.09%2025-12-31
163CANTOR FITZGERALD INVESTMENT ADVISORS L.P.881,891$23.7M0.09%2025-12-31
164VALLEY FORGE INVESTMENT CONSULTANTS INC ADV877,600$23.6M0.09%2025-12-31
165Asset Allocation Strategies LLC848,897$22.8M0.08%2025-12-31
166Sprinkle Financial Consultants LLC837,859$22.5M0.08%2025-12-31
167Truepoint, Inc.836,756$22.5M0.08%2025-12-31
168WBH ADVISORY INC826,182$22.2M0.08%2025-12-31
169BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC817,810$22.0M0.08%2025-12-31
170Transamerica Financial Advisors, LLC813,474$21.9M0.08%2025-12-31
171White & Co Financial Planning Inc810,769$21.8M0.08%2025-12-31
172Koesten, Hirschmann & Crabtree, INC.808,258$21.8M0.08%2025-12-31
173B & T Capital Management DBA Alpha Capital Management808,245$21.7M0.08%2025-12-31
174HENGEHOLD CAPITAL MANAGEMENT LLC799,637$21.5M0.08%2025-12-31
175Black Diamond Financial, LLC797,120$21.5M0.08%2025-12-31
176Abound Wealth Management796,844$21.4M0.08%2025-12-31
177Gladstone Institutional Advisory LLC780,202$21.0M0.08%2025-12-31
178SNS Financial Group, LLC779,930$21.0M0.08%2025-12-31
179MCF Advisors LLC765,007$20.6M0.07%2025-12-31
180PNC Financial Services Group, Inc.750,859$20.2M0.07%2025-12-31
181Investors Research Corp741,079$19.9M0.07%2025-12-31
182MONEYWISE, INC.738,905$19.9M0.07%2025-12-31
183Lutz Financial Services LLC728,336$19.6M0.07%2025-12-31
184UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC718,663$19.6M0.07%2025-12-31
185Merit Financial Group, LLC725,392$19.5M0.07%2025-12-31
186Sanctuary Advisors, LLC714,911$19.2M0.07%2025-12-31
187Jacobi Capital Management LLC714,809$19.2M0.07%2025-12-31
188IFP Advisors, Inc710,515$19.1M0.07%2025-12-31
189TRUIST FINANCIAL CORP707,347$19.0M0.07%2025-12-31
190SHEETS SMITH WEALTH MANAGEMENT705,070$19.0M0.07%2025-12-31
191Tortoise Investment Management, LLC705,007$19.0M0.07%2025-12-31
192MFA WEALTH ADVISORS, LLC702,149$18.9M0.07%2025-12-31
193COLDSTREAM CAPITAL MANAGEMENT INC688,992$18.5M0.07%2025-12-31
194LEAVELL INVESTMENT MANAGEMENT, INC.670,671$18.0M0.06%2025-12-31
195Rockefeller Capital Management L.P.663,154$17.8M0.06%2025-12-31
196RED CEDAR INVESTMENT MANAGEMENT, LLC656,462$17.7M0.06%2025-12-31
197Focus Financial Network, Inc.642,584$17.3M0.06%2025-12-31
198Leisure Capital Management640,745$17.2M0.06%2025-12-31
199Summit Financial, LLC626,200$16.9M0.06%2025-12-31
200Strategic Equity Management618,115$16.6M0.06%2025-12-31
201Trinity Legacy Partners, LLC608,424$16.4M0.06%2025-12-31
202Wilkins Miller Wealth Management, LLC606,334$16.3M0.06%2025-12-31
203Redhawk Wealth Advisors, Inc.604,073$16.3M0.06%2025-12-31
204Equitable Holdings, Inc.579,346$15.6M0.05%2025-12-31
205L2 Asset Management, LLC577,272$15.5M0.05%2025-12-31
206BlueStem Wealth Partners, LLC571,076$15.4M0.05%2025-12-31
207UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC562,212$15.1M0.05%2025-12-31
208STEVENS CAPITAL PARTNERS559,865$15.1M0.05%2025-12-31
209MinichMacGregor Wealth Management, LLC551,211$14.8M0.05%2025-12-31
210May Barnhard Investments LLC546,716$14.7M0.05%2025-12-31
211Blackhawk Capital Partners LLC.545,982$14.7M0.05%2025-12-31
212NORTHERN TRUST CORP545,433$14.7M0.05%2025-12-31
213Vivaldi Capital Management LP543,124$14.6M0.05%2025-12-31
214Caprock Group, LLC538,955$14.5M0.05%2025-12-31
215Sigma Planning Corp533,857$14.4M0.05%2025-12-31
216Balance Wealth, LLC526,696$14.2M0.05%2025-12-31
217LODESTAR PRIVATE ASSET MANAGEMENT LLC522,177$14.1M0.05%2025-12-31
218Savvy Advisors, Inc.518,836$14.0M0.05%2025-12-31
219AXXCESS WEALTH MANAGEMENT, LLC517,813$13.9M0.05%2025-12-31
220Waverly Advisors, LLC514,916$13.9M0.05%2025-12-31
221ARCADIA INVESTMENT ADVISORS LLC512,312$13.8M0.05%2025-12-31
222Allen Capital Group, LLC511,501$13.8M0.05%2025-12-31
223CVA Family Office, LLC506,723$13.6M0.05%2025-12-31
224Vise Technologies, Inc.501,807$13.5M0.05%2025-12-31
225GRIMES & COMPANY, INC.491,711$13.2M0.05%2025-12-31
226KEYVANTAGE WEALTH, LLC490,749$13.2M0.05%2025-12-31
227Envision Financial LLC487,400$13.1M0.05%2025-12-31
228Elite Life Management LLC477,150$13.0M0.04%2025-12-31
229CoreCap Advisors, LLC474,763$12.8M0.04%2025-12-31
230G2 CAPITAL MANAGEMENT, LLC / OH468,439$12.6M0.04%2025-12-31
231NORTH STAR ASSET MANAGEMENT INC467,361$12.6M0.04%2025-12-31
232SCS Capital Management LLC460,431$12.4M0.04%2025-12-31
233Morling Financial Advisors, LLC458,881$12.3M0.04%2025-12-31
234IHT Wealth Management, LLC457,108$12.3M0.04%2025-12-31
235Arnold Financial Planning LLC453,850$12.2M0.04%2025-12-31
236Enclave Advisors LLC453,283$12.2M0.04%2025-12-31
237American Money Management, LLC449,535$12.1M0.04%2025-12-31
238NewEdge Advisors, LLC446,335$12.0M0.04%2025-12-31
239Brand Asset Management Group, Inc.445,522$12.0M0.04%2025-12-31
240NATIONS FINANCIAL GROUP INC, /IA/ /ADV440,706$11.9M0.04%2025-12-31
241Leverty Financial Group, LLC438,536$11.8M0.04%2025-12-31
242Strategic Family Wealth Counselors, L.L.C.436,678$11.7M0.04%2025-12-31
243LongView Wealth Management423,920$11.6M0.04%2025-12-31
244Farrell Financial LLC432,404$11.6M0.04%2025-12-31
245COOPER/HAIMS ADVISORS, LLC430,994$11.6M0.04%2025-12-31
246Revolve Wealth Partners, LLC430,740$11.6M0.04%2025-12-31
247Yanni & Associates Investment Advisors, LLC429,291$11.6M0.04%2025-12-31
248MISSION WEALTH MANAGEMENT, LP426,374$11.5M0.04%2025-12-31
249NorthRock Partners, LLC425,946$11.5M0.04%2025-12-31
250Avidian Wealth Enterprises, LLC422,207$11.4M0.04%2025-12-31
251ELEVATION WEALTH PARTNERS, LLC420,588$11.3M0.04%2025-12-31
252Foundations Investment Advisors, LLC419,963$11.3M0.04%2025-12-31
253Farnam Financial LLC417,539$11.2M0.04%2025-12-31
254Ballast Financial Advisors LLC415,341$11.2M0.04%2025-12-31
255Guardian Financial Partners, LLC411,728$11.1M0.04%2025-12-31
256Kohmann Bosshard Financial Services, LLC405,141$10.9M0.04%2025-12-31
257Apollon Wealth Management, LLC398,972$10.7M0.04%2025-12-31
258MBA Advisors LLC398,945$10.7M0.04%2025-12-31
259MML INVESTORS SERVICES, LLC396,335$10.7M0.04%2025-12-31
260Wealthcare Advisory Partners LLC395,945$10.7M0.04%2025-12-31
261CAP Partners, LLC393,585$10.6M0.04%2025-12-31
262United Advisor Group, LLC387,160$10.4M0.03%2025-12-31
263RENAISSANCE TECHNOLOGIES LLC385,900$10.4M0.03%2025-12-31
264K2 Financial Inc.380,612$10.4M0.03%2025-12-31
265PFG Advisors381,661$10.3M0.03%2025-12-31
266Peachtree Investment Partners, LLC378,722$10.2M0.03%2025-12-31
267Grant Street Asset Management, Inc.374,339$10.1M0.03%2025-12-31
268Attessa Capital LLC372,815$10.0M0.03%2025-12-31
269Global Endowment Management, LP363,887$9.8M0.03%2025-12-31
270RTD Financial Advisors, Inc.357,136$9.6M0.03%2025-12-31
271U.S. Capital Wealth Advisors, LLC355,523$9.6M0.03%2025-12-31
272Asset Dedication, LLC355,323$9.6M0.03%2025-12-31
273Wealth Enhancement Trust Services, Inc.355,314$9.6M0.03%2025-12-31
274Lee Financial Co355,199$9.6M0.03%2025-12-31
275PLANNING ALTERNATIVES LTD /ADV354,436$9.5M0.03%2025-12-31
276Consilium Wealth Advisory, LLC354,116$9.5M0.03%2025-12-31
277Legacy Private Trust Co.352,523$9.5M0.03%2025-12-31
278AlphaCore Capital LLC349,120$9.4M0.03%2025-12-31
279Blueprint Investment Partners LLC348,420$9.4M0.03%2025-12-31
280Lido Advisors, LLC344,030$9.2M0.03%2025-12-31
281VSM Wealth Advisory, LLC335,557$9.0M0.03%2025-12-31
282Element Wealth, LLC333,799$9.0M0.03%2025-12-31
283Private Advisor Group, LLC330,827$8.9M0.03%2025-12-31
284Oakwell Private Wealth Management, LLC327,846$8.8M0.03%2025-12-31
285Meramec Financial Planners, LLC319,267$8.7M0.03%2025-12-31
286Walkner Condon Financial Advisors LLC322,496$8.7M0.03%2025-12-31
287Dakota Wealth Management315,026$8.5M0.03%2025-12-31
288Gradient Investments LLC310,835$8.4M0.03%2025-12-31
289Circle Wealth Management, LLC310,300$8.4M0.03%2025-12-31
290Monetary Solutions, Ltd305,547$8.2M0.03%2025-12-31
291Trivium Point Advisory, LLC304,946$8.2M0.03%2025-12-31
292PATRIOT INVESTMENT MANAGEMENT GROUP, INC.304,560$8.2M0.03%2025-12-31
293ARGENT CAPITAL MANAGEMENT LLC304,137$8.2M0.03%2025-12-31
294SWS Partners299,561$8.1M0.03%2025-12-31
295AMI INVESTMENT MANAGEMENT INC297,133$8.0M0.03%2025-12-31
296BERKSHIRE ASSET MANAGEMENT LLC/PA296,372$8.0M0.03%2025-12-31
297VanderPol Investments L.L.C.291,822$7.9M0.02%2025-12-31
298Raine Group LLC291,323$7.8M0.02%2025-12-31
299Concurrent Investment Advisors, LLC289,983$7.8M0.02%2025-12-31
300MBL Wealth, LLC288,900$7.8M0.02%2025-12-31
301Red Tortoise LLC284,936$7.7M0.02%2025-12-31
302Harbor Group, Inc.283,218$7.6M0.02%2025-12-31
303Arcataur Capital Management LLC282,745$7.6M0.02%2025-12-31
304GPM Growth Investors, Inc.281,209$7.6M0.02%2025-12-31
305Barden Capital Management, Inc.281,185$7.6M0.02%2025-12-31
306Curbstone Financial Management Corp279,240$7.5M0.02%2025-12-31
307Rosenberg Matthew Hamilton278,480$7.5M0.02%2025-12-31
308SEGALL BRYANT & HAMILL, LLC276,549$7.4M0.02%2025-12-31
309ARBOR TRUST WEALTH ADVISORS, LLC274,898$7.4M0.02%2025-12-31
310Summit Financial Consulting LLC273,802$7.4M0.02%2025-12-31
311Tempus Wealth Planning, LLC271,393$7.3M0.02%2025-12-31
312Cynosure Group, LLC271,079$7.3M0.02%2025-12-31
313FLPUTNAM INVESTMENT MANAGEMENT CO270,198$7.3M0.02%2025-12-31
314DROMS STRAUSS ADVISORS INC /MO/ /ADV269,200$7.2M0.02%2025-12-31
315Ignite Planners, LLC264,683$7.2M0.02%2025-12-31
316Gradient Capital Advisors, LLC265,860$7.2M0.02%2025-12-31
317Madden Advisory Services, Inc.265,784$7.2M0.02%2025-12-31
318CASTLE WEALTH MANAGEMENT LLC264,354$7.1M0.02%2025-12-31
319Financial Synergies Wealth Advisors, Inc.263,104$7.1M0.02%2025-12-31
320PHILLIPS FINANCIAL MANAGEMENT, LLC262,108$7.1M0.02%2025-12-31
321SENTINEL PENSION ADVISORS, LLC261,273$7.0M0.02%2025-12-31
322NFP Retirement, Inc.266,822$7.0M0.02%2025-12-31
323BARTLETT & CO. WEALTH MANAGEMENT LLC259,978$7.0M0.02%2025-12-31
324Triangle Securities Wealth Management258,864$7.0M0.02%2025-12-31
325SFMG, LLC258,348$7.0M0.02%2025-12-31
326Cannon Capital Management, Inc.251,453$6.8M0.02%2025-12-31
327Krilogy Financial LLC247,400$6.8M0.02%2025-12-31
328Johnson Financial Group, LLC251,219$6.8M0.02%2025-12-31
329FLOYD FINANCIAL GROUP LLC248,078$6.7M0.02%2025-12-31
330Sage Mountain Advisors LLC249,841$6.7M0.02%2025-12-31
331KLINGENSTEIN FIELDS & CO LP249,361$6.7M0.02%2025-12-31
332AE Wealth Management LLC248,033$6.7M0.02%2025-12-31
333LEGACY FINANCIAL GROUP, INC.245,696$6.6M0.02%2025-12-31
334Van Cleef Asset Management,Inc245,409$6.6M0.02%2025-12-31
335Somerset Group LLC242,111$6.6M0.02%2025-12-31
336WealthPlan Investment Management, LLC244,761$6.6M0.02%2025-12-31
337CITIGROUP INC244,451$6.6M0.02%2025-12-31
338TUDOR INVESTMENT CORP ET AL243,483$6.6M0.02%2025-12-31
339VAN STRUM & TOWNE INC.242,971$6.5M0.02%2025-12-31
340Jacobs Equity LLC242,302$6.5M0.02%2025-12-31
341BIRCHBROOK, INC.241,632$6.5M0.02%2025-12-31
342SIGNATURE ESTATE & INVESTMENT ADVISORS LLC240,295$6.5M0.02%2025-12-31
343Mutual Advisors, LLC238,730$6.4M0.02%2025-12-31
344BLAIR WILLIAM & CO/IL237,237$6.4M0.02%2025-12-31
345Sentinus, LLC236,402$6.4M0.02%2025-12-31
346Gambit Capital Management, LLC232,847$6.3M0.02%2025-12-31
347Cornerstone Wealth Advisors, Inc.231,516$6.2M0.02%2025-12-31
348ASPIRIANT, LLC227,400$6.1M0.02%2025-12-31
349Simplicity Wealth,LLC227,302$6.1M0.02%2025-12-31
350Santori & Peters, Inc.224,672$6.0M0.02%2025-12-31
351BRIGHTON JONES LLC222,605$6.0M0.02%2025-12-31
352J.W. COLE ADVISORS, INC.261,189$6.0M0.02%2025-12-31
353Game Plan Financial Advisors, LLC200,946$6.0M0.02%2025-12-31
354Vanguard Personalized Indexing Management, LLC218,496$5.9M0.02%2025-12-31
355Valmark Advisers, Inc.217,183$5.8M0.02%2025-12-31
356BAILARD, INC.215,359$5.8M0.02%2025-12-31
357Omega Financial Group, LLC212,649$5.7M0.02%2025-12-31
358Clearview Wealth Advisors LLC212,105$5.7M0.02%2025-12-31
359RMG Wealth Management LLC196,774$5.7M0.02%2025-12-31
360Montis Financial, LLC208,185$5.6M0.02%2025-12-31
361Ausdal Financial Partners, Inc.207,807$5.6M0.02%2025-12-31
362Dorato Capital Management204,668$5.6M0.02%2025-12-31
363Thrive Wealth Management, LLC206,932$5.6M0.02%2025-12-31
364Kestra Advisory Services, LLC203,961$5.5M0.02%2025-12-31
365SIGMA INVESTMENT COUNSELORS INC200,548$5.4M0.02%2025-12-31
366CAHILL FINANCIAL ADVISORS INC199,890$5.4M0.02%2025-12-31
367SageView Advisory Group, LLC197,838$5.3M0.02%2025-12-31
368YHB Investment Advisors, Inc.197,478$5.3M0.02%2025-12-31
369Stratos Wealth Partners, LTD.192,708$5.2M0.01%2025-12-31
370Bigelow Investment Advisors, LLC192,311$5.2M0.01%2025-12-31
371Sowell Financial Services LLC191,046$5.1M0.01%2025-12-31
372IEQ CAPITAL, LLC188,416$5.1M0.01%2025-12-31
373TD PRIVATE CLIENT WEALTH LLC186,757$5.0M0.01%2025-12-31
374Missouri Trust & Investment Co183,385$4.9M0.01%2025-12-31
375Selby Wealth Management, LLC182,490$4.9M0.01%2025-12-31
376Financial Engines Advisors L.L.C.181,894$4.9M0.01%2025-12-31
377MUIRFIELD WEALTH ADVISORS LLC180,497$4.9M0.01%2025-12-31
378Winthrop Advisory Group LLC179,187$4.8M0.01%2025-12-31
379Atria Investments, Inc178,136$4.8M0.01%2025-12-31
380Denver PWM, LLC194,727$4.8M0.01%2025-12-31
381Waterloo Capital, L.P.176,788$4.8M0.01%2025-12-31
382Code Waechter LLC176,500$4.7M0.01%2025-12-31
383BRADLEY FOSTER & SARGENT INC/CT176,432$4.7M0.01%2025-12-31
384Cambridge Financial Group, LLC193,372$4.7M0.01%2025-12-31
385Elmwood Wealth Management, Inc.174,493$4.7M0.01%2025-12-31
386Peak Financial Management, Inc.173,800$4.7M0.01%2025-12-31
387Integrated Advisors Network LLC173,203$4.7M0.01%2025-12-31
388CATHY PARETO & ASSOCIATES, INC171,950$4.6M0.01%2025-12-31
389Carr Financial Group Corp170,881$4.6M0.01%2025-12-31
390Creekside Partners170,371$4.6M0.01%2025-12-31
391Sand Hill Global Advisors, LLC169,616$4.6M0.01%2025-12-31
392Ironwood Wealth Management, LLC.169,446$4.6M0.01%2025-12-31
393Valeo Financial Advisors, LLC169,350$4.6M0.01%2025-12-31
394Asset Management Group, Inc.169,019$4.5M0.01%2025-12-31
395HOLLENCREST CAPITAL MANAGEMENT166,611$4.5M0.01%2025-12-31
396CIBC Private Wealth Group LLC166,304$4.5M0.01%2025-12-31
397Global Retirement Partners, LLC165,907$4.5M0.01%2025-12-31
398RMR Wealth Builders165,014$4.4M0.01%2025-12-31
399Advisory Services Network, LLC164,676$4.4M0.01%2025-12-31
400SHELTON WEALTH MANAGEMENT, LLC163,460$4.4M0.01%2025-12-31
401Fort Vancouver Investment Management, LLC163,335$4.4M0.01%2025-12-31
402Berkeley, Inc162,225$4.4M0.01%2025-12-31
403Parallel Advisors, LLC158,784$4.3M0.01%2025-12-31
404BANK OF MONTREAL /CAN/158,341$4.3M0.01%2025-12-31
405Summit Financial Strategies, Inc.158,218$4.3M0.01%2025-12-31
406NAPLES GLOBAL ADVISORS, LLC157,931$4.2M0.01%2025-12-31
407Values Added Financial LLC157,718$4.2M0.01%2025-12-31
408MeadowBrook Investment Advisors LLC157,532$4.2M0.01%2025-12-31
409Paulson Wealth Management Inc.156,674$4.2M0.01%2025-12-31
410Hutchens & Kramer Investment Management Group, LLC155,694$4.2M0.01%2025-12-31
411Diversify Advisory Services, LLC152,147$4.2M0.01%2025-12-31
412Procyon Advisors, LLC154,435$4.2M0.01%2025-12-31
413Summit Place Financial Advisors, LLC153,777$4.1M0.01%2025-12-31
414WJ Financial Advisors LLC152,176$4.1M0.01%2025-12-31
415Meridian Wealth Management, LLC152,173$4.1M0.01%2025-12-31
416Poehling Capital Management, INC.151,707$4.1M0.01%2025-12-31
417NewEdge Wealth, LLC151,399$4.1M0.01%2025-12-31
418CHAPMAN FINANCIAL GROUP, LLC151,267$4.1M0.01%2025-12-31
419GODSEY & GIBB, INC150,688$4.1M0.01%2025-12-31
420Maia Wealth LLC150,988$4.1M0.01%2025-12-31
421ETF Store, Inc.146,022$3.9M0.01%2025-12-31
422Beaumont Financial Advisors, LLC145,349$3.9M0.01%2025-12-31
423PITTENGER & ANDERSON INC144,831$3.9M0.01%2025-12-31
424Pacific Capital Wealth Advisors, Inc.144,753$3.9M0.01%2025-12-31
425Bank of New York Mellon Corp143,459$3.9M0.01%2025-12-31
426Sharkey, Howes & Javer142,482$3.8M0.01%2025-12-31
427EXENCIAL WEALTH ADVISORS, LLC141,719$3.8M0.01%2025-12-31
428Cornerstone Financial Management LLC141,622$3.8M0.01%2025-12-31
429Milestone Asset Management Group, LLC141,270$3.8M0.01%2025-12-31
430Payne Capital LLC139,632$3.8M0.01%2025-12-31
431Summit Trail Advisors, LLC138,362$3.7M0.01%2025-12-31
432COMMERCE BANK137,349$3.7M0.01%2025-12-31
433RCW Management, LLC137,219$3.7M0.01%2025-12-31
434RWA WEALTH PARTNERS, LLC136,754$3.7M0.01%2025-12-31
435Phil A. Younker & Associates, Ltd.136,750$3.7M0.01%2025-12-31
436Ballast Rock Private Wealth LLC136,460$3.7M0.01%2025-12-31
437Elser Financial Planning, Inc135,471$3.6M0.01%2025-12-31
438Armbruster Capital Management, Inc.134,880$3.6M0.01%2025-12-31
439PENOBSCOT WEALTH MANAGEMENT134,459$3.6M0.01%2025-12-31
440VOISARD ASSET MANAGEMENT GROUP, INC.134,031$3.6M0.01%2025-12-31
441Crusonia Wealth Advisors LLC133,988$3.6M0.01%2025-12-31
442Hurlow Wealth Management Group, Inc.133,392$3.6M0.01%2025-12-31
443Pinion Investment Advisors, LLC133,333$3.6M0.01%2025-12-31
444Indivisible Partners132,924$3.6M0.01%2025-12-31
445Authentikos Wealth Advisory, LLC132,790$3.6M0.01%2025-12-31
446Ameritas Advisory Services, LLC132,272$3.6M0.01%2025-12-31
447CONDOR CAPITAL MANAGEMENT132,261$3.6M0.01%2025-12-31
448Wealth Group Ltd131,666$3.5M0.01%2025-12-31
4491900 WEALTH MANAGEMENT LLC130,713$3.5M0.01%2025-12-31
450VERITY Wealth Advisors130,613$3.5M0.01%2025-12-31
451Wedmont Private Capital128,614$3.5M0.01%2025-12-31
452EWA, LLC129,447$3.5M0.01%2025-12-31
453CLIFTONLARSONALLEN WEALTH ADVISORS, LLC127,718$3.4M0.01%2025-12-31
454EXCHANGE TRADED CONCEPTS, LLC127,622$3.4M0.01%2025-12-31
455Ocean Park Asset Management, LLC127,622$3.4M0.01%2025-12-31
456LAZARD ASSET MANAGEMENT LLC126,942$3.4M0.01%2025-12-31
457Flower City Capital126,843$3.4M0.01%2025-12-31
458FAGAN ASSOCIATES, INC.126,835$3.4M0.01%2025-12-31