FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,134.92-0.19%
XLE56.72-0.27%
STOXX50E5,860.32-0.39%
XLF51.740.61%
FTSE10,321.09-0.56%
IXIC24,875.180.16%
RUT2,790.420.12%
GSPC7,172.200.10%
Temp29.4°C
UV12.5
Feels33.5°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:39 PM
CUSIP 808524300

SCHWAB STRATEGIC TR

454 institutions · $25.27B total · 775,587,388 shares

#ManagerSharesValue% of TotalPeriod
1ENVESTNET ASSET MANAGEMENT INC64,327,203$2.10B8.29%2025-12-31
2SEI INVESTMENTS CO44,207,939$1.44B5.69%2025-12-31
3MATHER GROUP, LLC.41,810,550$1.36B5.39%2025-12-31
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC37,744,872$1.23B4.86%2025-12-31
5LPL Financial LLC34,166,654$1.11B4.40%2025-12-31
6Financial Engines Advisors L.L.C.33,984,232$1.11B4.38%2025-12-31
7AMERIPRISE FINANCIAL INC17,561,481$572.6M2.26%2025-12-31
8VANTAGEPOINT INVESTMENT ADVISERS LLC17,067,494$556.7M2.20%2025-12-31
9Cetera Investment Advisers16,960,267$553.2M2.18%2025-12-31
10Mariner, LLC16,939,677$552.6M2.18%2025-12-31
11Avantax Planning Partners, Inc.14,890,533$485.7M1.91%2025-12-31
12RAYMOND JAMES FINANCIAL INC12,689,082$413.9M1.63%2025-12-31
13MML INVESTORS SERVICES, LLC11,726,425$382.5M1.51%2025-12-31
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO10,572,063$344.9M1.36%2025-12-31
15OSAIC HOLDINGS, INC.10,287,587$335.6M1.32%2025-12-31
16Fund Evaluation Group, LLC9,445,586$308.2M1.21%2025-12-31
17MORGAN STANLEY8,670,733$282.8M1.11%2025-12-31
18HighTower Advisors, LLC8,369,417$273.0M1.07%2025-12-31
19McAdam, LLC7,256,974$236.7M0.93%2025-12-31
20OneDigital Investment Advisors LLC7,168,249$233.8M0.92%2025-12-31
21Focus Partners Wealth6,602,251$215.3M0.85%2025-12-31
22MONETA GROUP INVESTMENT ADVISORS LLC5,729,958$186.9M0.73%2025-12-31
23JPMORGAN CHASE & CO5,101,720$166.4M0.65%2025-12-31
24Thrive Wealth Management, LLC4,922,527$160.6M0.63%2025-12-31
25WELLS FARGO & COMPANY/MN4,828,194$157.5M0.62%2025-12-31
26Focus Financial Network, Inc.4,761,784$155.3M0.61%2025-12-31
27BANK OF AMERICA CORP /DE/4,606,702$150.3M0.59%2025-12-31
28Clark Capital Management Group, Inc.4,560,951$148.8M0.58%2025-12-31
29Marquette Asset Management, LLC4,244,236$138.4M0.54%2025-12-31
30Golden Reserve Retirement LLC4,107,553$134.0M0.52%2025-12-31
31COMMONWEALTH EQUITY SERVICES, LLC3,860,376$125.9M0.49%2025-12-31
32Beacon Pointe Advisors, LLC3,639,546$118.7M0.46%2025-12-31
33HHM Wealth Advisors, LLC3,480,116$113.5M0.44%2025-12-31
34Krilogy Financial LLC3,465,069$112.5M0.44%2025-12-31
35TRUIST FINANCIAL CORP3,180,954$103.8M0.41%2025-12-31
36Lido Advisors, LLC3,173,962$102.1M0.40%2025-12-31
37WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,109,536$102.1M0.40%2025-12-31
38RAINEY & RANDALL WEALTH ADVISORS INC.3,096,774$101.0M0.39%2025-12-31
39Creative Planning3,073,553$100.3M0.39%2025-12-31
40Cerity Partners LLC3,062,986$99.9M0.39%2025-12-31
41ASSETMARK, INC2,901,375$94.6M0.37%2025-12-31
42Legacy Financial Strategies, LLC2,853,067$93.1M0.36%2025-12-31
43UNITED CAPITAL FINANCIAL ADVISORS, LLC2,847,963$92.9M0.36%2025-12-31
44BlueStem Wealth Partners, LLC2,823,123$92.1M0.36%2025-12-31
45Gemmer Asset Management LLC2,702,334$88.2M0.34%2025-12-31
46Royal Bank of Canada2,524,692$82.4M0.32%2025-12-31
47Waverly Advisors, LLC2,523,361$82.3M0.32%2025-12-31
48Savvy Advisors, Inc.2,371,128$77.3M0.30%2025-12-31
49UBS Group AG2,363,411$77.1M0.30%2025-12-31
50ANGELES WEALTH MANAGEMENT, LLC2,336,825$76.2M0.30%2025-12-31
51Berger Financial Group, Inc2,295,428$74.9M0.29%2025-12-31
52HRC WEALTH MANAGEMENT, LLC2,248,063$73.3M0.28%2025-12-31
53MAI Capital Management2,242,182$73.1M0.28%2025-12-31
54STIFEL FINANCIAL CORP2,169,168$70.8M0.27%2025-12-31
55Brio Consultants, LLC2,135,184$69.6M0.27%2025-12-31
56Kestra Advisory Services, LLC2,112,917$68.9M0.27%2025-12-31
57Koshinski Asset Management, Inc.2,106,262$68.7M0.27%2025-12-31
58Compound Planning, Inc.2,087,574$68.1M0.26%2025-12-31
59Envestnet Portfolio Solutions, Inc.1,952,024$63.7M0.25%2025-12-31
60Nadler Financial Group, Inc.1,927,577$62.9M0.24%2025-12-31
61Belpointe Asset Management LLC1,849,921$60.3M0.23%2025-12-31
62Kelman-Lazarov, Inc.1,834,823$59.9M0.23%2025-12-31
63HB Wealth Management, LLC1,834,718$59.8M0.23%2025-12-31
64Financial Management Professionals, Inc.1,832,835$59.8M0.23%2025-12-31
65BIP Wealth, LLC1,779,503$58.0M0.22%2025-12-31
66Bleakley Financial Group, LLC1,776,112$57.9M0.22%2025-12-31
67Midwest Trust Co1,763,856$57.5M0.22%2025-12-31
68Charles Schwab Trust Co1,753,222$57.2M0.22%2025-12-31
69Northern Capital Management, Inc.1,743,373$56.9M0.22%2025-12-31
70Merit Financial Group, LLC1,731,654$56.5M0.22%2025-12-31
71EXCHANGE TRADED CONCEPTS, LLC1,679,720$54.8M0.21%2025-12-31
72Main Street Financial Solutions, LLC1,661,436$54.2M0.21%2025-12-31
73Cornerstone Wealth Advisors, Inc.1,628,504$53.1M0.20%2025-12-31
74Schneider Downs Wealth Management Advisors, LP1,609,284$52.5M0.20%2025-12-31
75BURKETT FINANCIAL SERVICES, LLC1,599,626$52.2M0.20%2025-12-31
76CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,565,180$51.1M0.20%2025-12-31
77Focus Partners Advisor Solutions, LLC1,557,983$50.8M0.20%2025-12-31
78Tradition Wealth Management, LLC1,556,145$50.8M0.20%2025-12-31
79Prime Capital Investment Advisors, LLC1,540,446$50.2M0.19%2025-12-31
80SUMMIT WEALTH & RETIREMENT PLANNING, INC.1,528,494$49.9M0.19%2025-12-31
81XML Financial, LLC1,501,657$49.0M0.19%2025-12-31
82CAPTRUST FINANCIAL ADVISORS1,468,737$47.9M0.18%2025-12-31
83GHP Investment Advisors, Inc.1,454,116$47.4M0.18%2025-12-31
84Triton Wealth Management, PLLC1,495,238$46.8M0.19%2025-12-31
85Rollins Financial Advisors, LLC1,415,926$46.2M0.18%2025-12-31
86Summit Asset Management, LLC1,399,024$45.6M0.18%2025-12-31
87Goepper Burkhardt LLC1,374,716$44.8M0.17%2025-12-31
88PRINCIPAL SECURITIES, INC.1,359,101$44.3M0.17%2025-12-31
89Ausdal Financial Partners, Inc.1,346,761$43.9M0.17%2025-12-31
90Visionary Wealth Advisors1,331,813$43.4M0.17%2025-12-31
91Veery Capital, LLC1,317,731$43.0M0.16%2025-12-31
92Provident Wealth Management, LLC1,281,453$41.8M0.16%2025-12-31
93Vestwell Advisors, LLC1,247,892$40.7M0.16%2025-12-31
94Financial Synergies Wealth Advisors, Inc.1,215,160$39.6M0.15%2025-12-31
95DRAVO BAY LLC1,213,888$39.6M0.15%2025-12-31
96Integrated Wealth Concepts LLC1,212,348$39.5M0.15%2025-12-31
97SK Wealth Management, LLC1,210,727$39.0M0.15%2025-12-31
98Advance Capital Management, Inc.1,195,446$39.0M0.15%2025-12-31
99Curtis Advisory Group, LLC1,186,561$38.7M0.15%2025-12-31
100Mokosak Advisory Group, LLC1,177,961$38.4M0.15%2025-12-31
101Black Diamond Financial, LLC1,171,510$38.2M0.15%2025-12-31
102JOHNSON INVESTMENT COUNSEL INC1,145,183$37.4M0.14%2025-12-31
103MERCER GLOBAL ADVISORS INC /ADV1,135,396$37.0M0.14%2025-12-31
104NOVEM GROUP1,129,516$36.8M0.14%2025-12-31
105FLC Capital Advisors1,095,746$35.7M0.14%2025-12-31
106JONES FINANCIAL COMPANIES LLLP1,087,772$35.5M0.14%2025-12-31
107Sequoia Financial Advisors, LLC1,075,135$35.1M0.13%2025-12-31
108Facet Wealth, Inc.1,060,077$34.4M0.13%2025-12-31
109Visionary Horizons, LLC1,050,900$34.3M0.13%2025-12-31
110Fortis Capital Advisors, LLC1,033,152$33.7M0.13%2025-12-31
111Invst, LLC1,032,830$33.7M0.13%2025-12-31
112Private Advisor Group, LLC1,032,275$33.7M0.13%2025-12-31
113Richardson Capital Management LLC1,019,684$33.3M0.13%2025-12-31
114Milestone Investment Advisors LLC1,014,406$33.1M0.13%2025-12-31
115KINGSWOOD WEALTH ADVISORS, LLC1,012,395$33.0M0.13%2025-12-31
116SPRENG CAPITAL MANAGEMENT, INC.1,011,068$33.0M0.13%2025-12-31
117CRA Financial Services, LLC1,010,795$33.0M0.13%2025-12-31
118GOLDMAN SACHS GROUP INC1,005,061$32.8M0.12%2025-12-31
119Concurrent Investment Advisors, LLC977,263$31.9M0.12%2025-12-31
120Allworth Financial LP971,697$31.7M0.12%2025-12-31
121Denver PWM, LLC1,079,625$31.5M0.13%2025-12-31
122Modera Wealth Management, LLC965,303$31.5M0.12%2025-12-31
123UNIQUE WEALTH, LLC955,487$31.2M0.12%2025-12-31
124Sigma Planning Corp977,872$31.1M0.12%2025-12-31
125SMITHBRIDGE ASSET MANAGEMENT INC/DE944,778$30.8M0.12%2025-12-31
126IFP Advisors, Inc936,140$30.5M0.12%2025-12-31
127Ignite Planners, LLC948,261$30.3M0.12%2025-12-31
128Garde Capital, Inc.917,857$29.9M0.11%2025-12-31
129MGO ONE SEVEN LLC914,514$29.8M0.11%2025-12-31
130Global Retirement Partners, LLC898,757$29.3M0.11%2025-12-31
131B&D White Capital Company, LLC898,289$29.3M0.11%2025-12-31
132Ally Invest Advisors Inc.891,124$29.1M0.11%2025-12-31
133BALLAST ADVISORS LLC874,913$28.5M0.11%2025-12-31
134Ethos Financial Group, LLC874,370$28.5M0.11%2025-12-31
135Weaver Capital Management LLC866,259$28.3M0.11%2025-12-31
136MOR Wealth Management, LLC864,003$28.2M0.11%2025-12-31
137Meridian Wealth Management, LLC854,002$27.9M0.11%2025-12-31
138Orion Porfolio Solutions, LLC852,088$27.8M0.10%2025-12-31
139Perigon Wealth Management, LLC851,043$27.8M0.10%2025-12-31
140TD PRIVATE CLIENT WEALTH LLC844,739$27.6M0.10%2025-12-31
141CITIGROUP INC840,733$27.4M0.10%2025-12-31
142Seneca Financial Advisors LLC839,966$27.4M0.10%2025-12-31
143KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT830,536$27.1M0.10%2025-12-31
144WBH ADVISORY INC830,325$27.1M0.10%2025-12-31
145Sanctuary Advisors, LLC813,183$26.5M0.10%2025-12-31
146Brady Martz Wealth Solutions, LLC807,073$26.3M0.10%2025-12-31
147Summit Financial, LLC792,965$25.9M0.10%2025-12-31
148Midwest Capital Advisors, LLC789,303$25.7M0.10%2025-12-31
149Persium Advisors, LLC786,524$25.7M0.10%2025-12-31
150Capital Planning LLC788,940$25.6M0.10%2025-12-31
151Steffes Financial, Ltd.742,727$24.2M0.09%2025-12-31
152CERTUITY, LLC740,884$24.2M0.09%2025-12-31
153Harbor Group, Inc.737,190$24.0M0.09%2025-12-31
154Northeast Financial Group, Inc.734,799$24.0M0.09%2025-12-31
155Stratos Wealth Advisors, LLC729,848$23.8M0.09%2025-12-31
156SkyOak Wealth, LLC729,456$23.8M0.09%2025-12-31
157Sunbelt Securities, Inc.726,980$23.7M0.09%2025-12-31
158Meriwether Wealth & Planning, LLC721,921$23.5M0.09%2025-12-31
159Mutual Advisors, LLC714,694$23.3M0.09%2025-12-31
160LVW Advisors, LLC713,135$23.3M0.09%2025-12-31
161LOWERY THOMAS, LLC710,912$23.2M0.09%2025-12-31
162DAGCO, INC.705,499$23.0M0.09%2025-12-31
163CDKV HOLDINGS LLC704,550$23.0M0.09%2025-12-31
164Seek First Inc.703,953$23.0M0.09%2025-12-31
165EP Wealth Advisors, LLC701,402$22.9M0.09%2025-12-31
166Keystone Global Partners, LLC698,832$22.8M0.09%2025-12-31
167Savant Capital, LLC698,653$22.8M0.09%2025-12-31
168DONALDSON CAPITAL MANAGEMENT, LLC695,380$22.7M0.08%2025-12-31
169FRG Family Wealth Advisors LLC692,483$22.6M0.08%2025-12-31
170INVENIO WEALTH PARTNERS LLC688,103$22.4M0.08%2025-12-31
171Advisors Capital Management, LLC687,020$22.4M0.08%2025-12-31
172Paradigm, Strategies in Wealth Management, LLC685,587$22.4M0.08%2025-12-31
173Souders Financial Advisors673,410$22.0M0.08%2025-12-31
174NewEdge Advisors, LLC672,852$21.9M0.08%2025-12-31
175Fiduciary Alliance LLC672,540$21.9M0.08%2025-12-31
176Farther Finance Advisors, LLC668,618$21.8M0.08%2025-12-31
177RKL Wealth Management LLC667,037$21.8M0.08%2025-12-31
178Verdence Capital Advisors LLC663,580$21.6M0.08%2025-12-31
179B & T Capital Management DBA Alpha Capital Management660,721$21.6M0.08%2025-12-31
180Allegheny Financial Group648,755$21.2M0.08%2025-12-31
181HOWARD FINANCIAL SERVICES, LTD.648,561$21.2M0.08%2025-12-31
182PACES FERRY WEALTH ADVISORS, LLC641,395$20.9M0.08%2025-12-31
183Equitable Holdings, Inc.638,994$20.8M0.08%2025-12-31
184N.E.W. Advisory Services LLC634,931$20.7M0.08%2025-12-31
185AQR CAPITAL MANAGEMENT LLC631,518$20.6M0.08%2025-12-31
186Friday Financial625,730$20.4M0.08%2025-12-31
187LCNB CORP624,123$20.4M0.08%2025-12-31
188Global Strategic Investment Solutions, LLC622,555$20.3M0.08%2025-12-31
189World Investment Advisors1,003,044$20.3M0.12%2025-12-31
190Ackerman Capital Advisors, LLC617,691$20.1M0.07%2025-12-31
191Clark Wealth Partners613,001$20.0M0.07%2025-12-31
192CORE WEALTH ADVISORS, LLC613,001$20.0M0.07%2025-12-31
193Members Advisory Group LLC612,202$20.0M0.07%2025-12-31
194CARY STREET PARTNERS FINANCIAL LLC606,433$19.8M0.07%2025-12-31
195James J. Burns & Company, LLC599,128$19.5M0.07%2025-12-31
196Schwallier Wealth Management LLC608,274$19.5M0.07%2025-12-31
197PPS&V ASSET MANAGEMENT CONSULTANTS, INC.594,557$19.4M0.07%2025-12-31
198Atria Investments, Inc592,981$19.3M0.07%2025-12-31
199Nvest Wealth Strategies, Inc.587,604$19.2M0.07%2025-12-31
200Leo Wealth, LLC573,896$18.7M0.07%2025-12-31
201Weinberger Asset Management, Inc574,679$18.7M0.07%2025-12-31
202Skyline Advisors, Inc.573,059$18.7M0.07%2025-12-31
203Stark Wealth Management LLC655,579$18.3M0.08%2025-12-31
204Bogart Wealth, LLC559,724$18.3M0.07%2025-12-31
205Code Waechter LLC550,273$17.9M0.07%2025-12-31
206SeaCrest Wealth Management, LLC544,206$17.9M0.07%2025-12-31
207NATIONAL BANK OF CANADA /FI/545,475$17.8M0.07%2025-12-31
208Payne Capital Management, LLC544,158$17.8M0.07%2025-12-31
209Kaizen Financial Strategies543,716$17.7M0.07%2025-12-31
210DAHRING | CUSMANO LLC534,982$17.5M0.06%2025-12-31
211Robertson Stephens Wealth Management, LLC534,351$17.4M0.06%2025-12-31
212Whitaker-Myers Wealth Managers, LTD.530,584$17.3M0.06%2025-12-31
213US BANCORP \DE\519,619$16.9M0.06%2025-12-31
214WealthShield Partners, LLC518,168$16.9M0.06%2025-12-31
215FMR LLC518,217$16.9M0.06%2025-12-31
216SAGE FINANCIAL GROUP INC517,410$16.9M0.06%2025-12-31
217Strategic Family Wealth Counselors, L.L.C.531,813$16.8M0.06%2025-12-31
218HARBOUR INVESTMENTS, INC.511,830$16.7M0.06%2025-12-31
219JBGlobal.com LLC562,709$16.7M0.07%2025-12-31
220YHB Investment Advisors, Inc.507,999$16.6M0.06%2025-12-31
221Curbstone Financial Management Corp506,263$16.5M0.06%2025-12-31
222OPPENHEIMER & CO INC498,962$16.3M0.06%2025-12-31
223Kovack Advisors, Inc.495,974$16.2M0.06%2025-12-31
224Wealthcare Advisory Partners LLC491,800$16.0M0.06%2025-12-31
225ProVise Management Group, LLC491,091$16.0M0.06%2025-12-31
226Aspen Wealth Strategies, LLC488,206$15.9M0.06%2025-12-31
227CHOREO, LLC481,355$15.8M0.06%2025-12-31
228Foundations Investment Advisors, LLC482,907$15.8M0.06%2025-12-31
229Advisory Services Network, LLC482,679$15.7M0.06%2025-12-31
230Team Financial Group, LLC482,490$15.7M0.06%2025-12-31
231Clay Northam Wealth Management, LLC481,666$15.7M0.06%2025-12-31
232IFS Advisors, LLC480,513$15.7M0.06%2025-12-31
233Redhawk Wealth Advisors, Inc.477,426$15.6M0.06%2025-12-31
234Vista Cima Wealth Management LLC475,533$15.5M0.06%2025-12-31
235FSM Wealth Advisors, LLC473,627$15.4M0.06%2025-12-31
236INTEGRITY ALLIANCE, LLC.473,529$15.4M0.06%2025-12-31
237LOWE BROCKENBROUGH & CO INC472,177$15.4M0.06%2025-12-31
238Kingsview Wealth Management, LLC469,427$15.3M0.06%2025-12-31
239Peachtree Investment Partners, LLC468,030$15.3M0.06%2025-12-31
240Three Magnolias Financial Advisors, LLC466,953$15.2M0.06%2025-12-31
241MinichMacGregor Wealth Management, LLC466,804$15.2M0.06%2025-12-31
242Martel Wealth Advisors Inc463,758$15.1M0.05%2025-12-31
243GILL CAPITAL PARTNERS, LLC459,170$15.0M0.05%2025-12-31
244Revolve Wealth Partners, LLC451,937$14.7M0.05%2025-12-31
245Archford Capital Strategies, LLC451,876$14.7M0.05%2025-12-31
246Next Level Wealth Planning, LLC451,540$14.7M0.05%2025-12-31
247D.A. DAVIDSON & CO.443,615$14.5M0.05%2025-12-31
248Pacific Wealth Strategies Group, Inc.441,778$14.4M0.05%2025-12-31
249Christensen, King & Associates Investment Services, Inc.435,675$14.2M0.05%2025-12-31
250Prosperitas Financial LLC433,083$14.1M0.05%2025-12-31
251Schaeffer Financial LLC427,396$13.9M0.05%2025-12-31
252One Capital Management, LLC419,379$13.7M0.05%2025-12-31
253BERKSHIRE ASSET MANAGEMENT LLC/PA413,578$13.5M0.05%2025-12-31
254Broadleaf Partners, LLC410,305$13.4M0.05%2025-12-31
255Juno Financial Group LLC410,137$13.4M0.05%2025-12-31
256Asset Allocation Strategies LLC408,745$13.3M0.05%2025-12-31
257TWO SIGMA INVESTMENTS, LP408,123$13.3M0.05%2025-12-31
258Accel Wealth Management407,461$13.3M0.05%2025-12-31
259Stratos Wealth Partners, LTD.406,534$13.3M0.05%2025-12-31
260Peak Wealth Management LLC405,313$13.2M0.05%2025-12-31
261Opes Wealth Management LLC403,512$13.2M0.05%2025-12-31
262CVA Family Office, LLC403,007$13.1M0.05%2025-12-31
263REGIMEN WEALTH, LLC402,382$13.1M0.05%2025-12-31
264Leeward Financial Partners, LLC402,174$13.1M0.05%2025-12-31
265Portus Wealth Advisors, LLC397,075$13.0M0.05%2025-12-31
266WIN ADVISORS, INC393,448$12.8M0.05%2025-12-31
267William Mack & Associates, Inc.392,609$12.8M0.05%2025-12-31
268PFG Advisors391,406$12.8M0.05%2025-12-31
269Per Stirling Capital Management, LLC.391,383$12.8M0.05%2025-12-31
270GPM Growth Investors, Inc.390,308$12.7M0.05%2025-12-31
271FinDec Wealth Services, Inc.386,112$12.6M0.04%2025-12-31
272TriaGen Wealth Management LLC380,558$12.4M0.04%2025-12-31
273Quantinno Capital Management LP379,261$12.4M0.04%2025-12-31
274CALTON & ASSOCIATES, INC.376,500$12.3M0.04%2025-12-31
275FAS Wealth Partners, Inc.373,683$12.2M0.04%2025-12-31
276Integrated Advisors Network LLC366,625$12.0M0.04%2025-12-31
277Everhart Financial Group, Inc.366,612$12.0M0.04%2025-12-31
278Rockefeller Capital Management L.P.365,384$11.9M0.04%2025-12-31
279Clear Point Advisors Inc.365,164$11.9M0.04%2025-12-31
280Powers Advisory Group, LLC362,499$11.8M0.04%2025-12-31
281May Barnhard Investments LLC361,234$11.8M0.04%2025-12-31
282Almanack Investment Partners, LLC.360,184$11.7M0.04%2025-12-31
283Womack Financial LLC360,014$11.7M0.04%2025-12-31
284Chicago Partners Investment Group LLC358,920$11.6M0.04%2025-12-31
285McCarthy Asset Management, Inc.354,388$11.6M0.04%2025-12-31
286Heritage Wealth Management, Inc. /CA/354,124$11.6M0.04%2025-12-31
287Mainsail Financial Group, LLC352,368$11.5M0.04%2025-12-31
288CERTIOR FINANCIAL GROUP, LLC346,554$11.3M0.04%2025-12-31
289HOWARD BAILEY SECURITIES, LLC351,097$11.2M0.04%2025-12-31
290Simplicity Wealth,LLC342,626$11.2M0.04%2025-12-31
291Fairway Financial, LLC341,495$11.1M0.04%2025-12-31
292L2 Asset Management, LLC338,738$11.0M0.04%2025-12-31
293Maridea Wealth Management LLC337,327$11.0M0.04%2025-12-31
294TUDOR INVESTMENT CORP ET AL344,608$11.0M0.04%2025-12-31
295Apollon Wealth Management, LLC336,483$11.0M0.04%2025-12-31
296ARBOR TRUST WEALTH ADVISORS, LLC334,413$10.9M0.04%2025-12-31
297DHJJ Financial Advisors, Ltd.331,855$10.8M0.04%2025-12-31
298Certified Advisory Corp331,819$10.8M0.04%2025-12-31
299COLDSTREAM CAPITAL MANAGEMENT INC328,346$10.7M0.04%2025-12-31
300MBA Advisors LLC324,776$10.6M0.04%2025-12-31
301Compass Financial Group, INC/SD324,473$10.6M0.04%2025-12-31
302IEQ CAPITAL, LLC323,868$10.6M0.04%2025-12-31
303J.W. COLE ADVISORS, INC.488,208$10.5M0.06%2025-12-31
304Cresset Asset Management, LLC328,444$10.5M0.04%2025-12-31
305Valeo Financial Advisors, LLC328,361$10.4M0.04%2025-12-31
306BLB&B Advisors, LLC317,456$10.4M0.04%2025-12-31
307MSH Capital Advisors LLC315,675$10.3M0.04%2025-12-31
308HBW ADVISORY SERVICES LLC314,904$10.3M0.04%2025-12-31
309DAVENPORT & Co LLC314,676$10.3M0.04%2025-12-31
310Royal Fund Management, LLC311,174$10.2M0.04%2025-12-31
311Sage Financial Management Group, Inc.307,908$10.0M0.03%2025-12-31
312Keating Financial Advisory Services, Inc.304,469$9.9M0.03%2025-12-31
313Smartleaf Asset Management LLC300,942$9.9M0.03%2025-12-31
314Bishop & Co Investment Management, LLC299,588$9.8M0.03%2025-12-31
315&PARTNERS297,181$9.7M0.03%2025-12-31
316Wilkins Miller Wealth Management, LLC296,754$9.7M0.03%2025-12-31
317KEYVANTAGE WEALTH, LLC295,244$9.6M0.03%2025-12-31
318Independent Solutions Wealth Management, LLC294,599$9.6M0.03%2025-12-31
319Noble Family Wealth, LLC292,410$9.5M0.03%2025-12-31
320BENJAMIN EDWARDS INC290,712$9.5M0.03%2025-12-31
321AE Wealth Management LLC290,065$9.5M0.03%2025-12-31
322Affinity Capital Advisors, LLC289,890$9.5M0.03%2025-12-31
323Corient Private Wealth LLC288,651$9.4M0.03%2025-12-31
324RFG Advisory, LLC285,993$9.3M0.03%2025-12-31
325FLAGSHIP WEALTH ADVISORS, LLC284,074$9.3M0.03%2025-12-31
326AMI INVESTMENT MANAGEMENT INC282,903$9.2M0.03%2025-12-31
327KICKSTAND VENTURES, LLC.279,881$9.1M0.03%2025-12-31
328TOMPKINS FINANCIAL CORP278,548$9.1M0.03%2025-12-31
329CAHILL FINANCIAL ADVISORS INC275,687$9.0M0.03%2025-12-31
330One Charles Private Wealth Services, LLC274,945$9.0M0.03%2025-12-31
331Courage Miller Partners, LLC273,958$8.9M0.03%2025-12-31
332FIRST NATIONAL BANK SIOUX FALLS271,779$8.9M0.03%2025-12-31
333STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC270,205$8.8M0.03%2025-12-31
334CoreCap Advisors, LLC269,431$8.8M0.03%2025-12-31
335Brookstone Capital Management264,538$8.6M0.03%2025-12-31
336RCW Management, LLC262,645$8.6M0.03%2025-12-31
337Acorn Wealth Advisors, LLC262,569$8.6M0.03%2025-12-31
338Ameritas Advisory Services, LLC262,178$8.6M0.03%2025-12-31
339JMG Financial Group, Ltd.259,882$8.5M0.03%2025-12-31
340Entelevest, LLC257,931$8.4M0.03%2025-12-31
341Integrated Investment Consultants, LLC256,488$8.4M0.03%2025-12-31
342FIDELIS iM, LLC256,045$8.4M0.03%2025-12-31
343Bank of New York Mellon Corp256,023$8.4M0.03%2025-12-31
344Cambridge Advisors Inc.254,295$8.3M0.03%2025-12-31
345Beacon Bridge Wealth Partners, LLC254,119$8.3M0.03%2025-12-31
346HC Advisors, LLC253,826$8.3M0.03%2025-12-31
347EXENCIAL WEALTH ADVISORS, LLC253,410$8.3M0.03%2025-12-31
348Mayfair Advisory Group, LLC253,503$8.2M0.03%2025-12-31
349Cape Investment Advisory, Inc.251,812$8.2M0.03%2025-12-31
350MADDEN SECURITIES Corp249,447$8.1M0.03%2025-12-31
351Tenzing Financial LLC249,052$8.1M0.03%2025-12-31
352Patriot Financial Group Insurance Agency, LLC244,527$8.0M0.03%2025-12-31
353Snider Financial Group244,141$8.0M0.03%2025-12-31
354Cambridge Financial Group, LLC270,936$7.9M0.03%2025-12-31
355Aptus Capital Advisors, LLC242,210$7.9M0.03%2025-12-31
356AMARA FINANCIAL, LLC.241,264$7.9M0.03%2025-12-31
357Bauman Advisory Group, LLC240,386$7.8M0.03%2025-12-31
358Selby Wealth Management, LLC236,729$7.7M0.03%2025-12-31
359D.B. Root & Company, LLC236,667$7.7M0.03%2025-12-31
360IHT Wealth Management, LLC235,423$7.7M0.03%2025-12-31
361Foster Victor Wealth Advisors, LLC233,232$7.5M0.03%2025-12-31
362Fingerlakes Wealth Management, Inc.231,236$7.5M0.02%2025-12-31
363Truepoint, Inc.231,104$7.5M0.02%2025-12-31
364SMITH, MOORE & CO.230,836$7.5M0.02%2025-12-31
365Csenge Advisory Group230,572$7.5M0.02%2025-12-31
366Joseph P. Lucia & Associates, LLC229,943$7.5M0.02%2025-12-31
367New Hampshire Trust229,865$7.5M0.02%2025-12-31
368Institute for Wealth Management, LLC.229,865$7.5M0.02%2025-12-31
369Financially Speaking Inc229,716$7.5M0.02%2025-12-31
370WPG Advisers, LLC229,600$7.5M0.02%2025-12-31
371Liberty Capital Management, Inc.229,546$7.5M0.02%2025-12-31
372Westbourne Investment Advisors, Inc.225,659$7.4M0.02%2025-12-31
373CreativeOne Wealth, LLC225,636$7.4M0.02%2025-12-31
374Gleason Group, Inc.224,865$7.3M0.02%2025-12-31
375Newman Dignan & Sheerar, Inc.222,742$7.3M0.02%2025-12-31
376Claro Advisors LLC220,905$7.2M0.02%2025-12-31
377SILVER OAK SECURITIES, INCORPORATED219,109$7.2M0.02%2025-12-31
378SUSQUEHANNA INTERNATIONAL GROUP, LLP219,800$7.2M0.02%2025-12-31
379NESTEGG ADVISORS, INC.219,337$7.2M0.02%2025-12-31
380U.S. Capital Wealth Advisors, LLC219,007$7.1M0.02%2025-12-31
381Retirement Planning Group, LLC215,333$7.0M0.02%2025-12-31
382Pinnacle Family Advisors, LLC214,986$7.0M0.02%2025-12-31
383Spectrum Asset Management, Inc. (NB/CA)213,707$7.0M0.02%2025-12-31
384IMA Advisory Services, Inc.212,471$6.9M0.02%2025-12-31
385FOUNDERS FINANCIAL SECURITIES LLC211,441$6.9M0.02%2025-12-31
386Steward Partners Investment Advisory, LLC210,151$6.9M0.02%2025-12-31
387MACROVIEW INVESTMENT MANAGEMENT LLC210,084$6.9M0.02%2025-12-31
388JFS WEALTH ADVISORS, LLC209,672$6.8M0.02%2025-12-31
389CREATIVE FINANCIAL DESIGNS INC /ADV208,899$6.8M0.02%2025-12-31
390Clearstead Advisors, LLC208,433$6.8M0.02%2025-12-31
391Daybright Advisory Services, Inc.206,642$6.7M0.02%2025-12-31
392SILVERLAKE WEALTH MANAGEMENT LLC206,299$6.7M0.02%2025-12-31
393Orgel Wealth Management, LLC205,856$6.7M0.02%2025-12-31
394Prostatis Group LLC199,783$6.5M0.02%2025-12-31
395Mill Creek Capital Advisors, LLC199,420$6.5M0.02%2025-12-31
396Regal Investment Advisors LLC198,680$6.5M0.02%2025-12-31
397MENORA MIVTACHIM HOLDINGS LTD.196,932$6.4M0.02%2025-12-31
398Latko Wealth Management, Ltd.196,074$6.4M0.02%2025-12-31
399Magnus Financial Group LLC195,957$6.4M0.02%2025-12-31
400NFP Retirement, Inc.194,063$6.3M0.02%2025-12-31
401Guardian Financial Partners, LLC193,253$6.3M0.02%2025-12-31
402AXXCESS WEALTH MANAGEMENT, LLC191,964$6.3M0.02%2025-12-31
403BARTLETT & CO. WEALTH MANAGEMENT LLC190,984$6.2M0.02%2025-12-31
404Cooper Financial Group189,004$6.2M0.02%2025-12-31
405Steele Capital Management, Inc.185,382$6.0M0.02%2025-12-31
406Fifth Third Securities, Inc. 184,685$6.0M0.02%2025-12-31
407GSB Wealth Management, LLC184,011$6.0M0.02%2025-12-31
408Keudell/Morrison Wealth Management182,825$6.0M0.02%2025-12-31
409Plus Group Wealth Advisors LLC181,763$5.9M0.02%2025-12-31
410Fermata Advisors, LLC181,665$5.9M0.02%2025-12-31
411Independent Advisor Alliance181,109$5.9M0.02%2025-12-31
412Apex Wealth Management, LLC180,843$5.9M0.02%2025-12-31
413Madden Advisory Services, Inc.179,357$5.9M0.02%2025-12-31
414Long Island Wealth Management, Inc.179,095$5.8M0.02%2025-12-31
415Secure Asset Management, LLC179,013$5.8M0.02%2025-12-31
416Cypress Capital Advisors, LLC178,816$5.8M0.02%2025-12-31
417PANORAMIC INVESTMENT ADVISORS, LLC177,910$5.8M0.02%2025-12-31
418Chesapeake Wealth Management175,583$5.7M0.02%2025-12-31
419BlackRock, Inc.175,209$5.7M0.02%2025-12-31
420GW HENSSLER & ASSOCIATES LTD174,552$5.7M0.02%2025-12-31
421HENGEHOLD CAPITAL MANAGEMENT LLC174,071$5.7M0.02%2025-12-31
422Marble Wealth, LLC173,395$5.7M0.02%2025-12-31
423Compass Advisory Group LLC173,064$5.6M0.02%2025-12-31
424Dynamic Advisor Solutions LLC172,980$5.6M0.02%2025-12-31
425Dakota Wealth Management172,096$5.6M0.02%2025-12-31
426DIVERSIFY WEALTH MANAGEMENT, LLC170,797$5.6M0.02%2025-12-31
427Perissos Private Wealth Management, LLC170,953$5.6M0.02%2025-12-31
428Trek Financial, LLC170,715$5.6M0.02%2025-12-31
429CAMBRIDGE CAPITAL MANAGEMENT, LLC169,530$5.5M0.02%2025-12-31
430GREAT VALLEY ADVISOR GROUP, INC.168,879$5.5M0.02%2025-12-31
431WEALTHEDGE INVESTMENT ADVISORS, LLC166,861$5.4M0.02%2025-12-31
432HCR Wealth Advisors165,542$5.4M0.02%2025-12-31
433Avior Wealth Management, LLC165,430$5.4M0.02%2025-12-31
434OneAscent Financial Services LLC163,504$5.3M0.02%2025-12-31
435KESTRA PRIVATE WEALTH SERVICES, LLC163,473$5.3M0.02%2025-12-31
436RETIREMENT GUYS FORMULA LLC161,628$5.3M0.02%2025-12-31
437Bigelow Investment Advisors, LLC160,652$5.2M0.02%2025-12-31
438Nabity-Jensen Investment Management Inc160,081$5.2M0.02%2025-12-31
439Wealthfront Advisers LLC158,283$5.2M0.02%2025-12-31
440RTD Financial Advisors, Inc.157,060$5.1M0.02%2025-12-31
441BROWN WEALTH MANAGEMENT, LLC156,032$5.1M0.02%2025-12-31
442Milestone Asset Management Group, LLC154,829$5.1M0.01%2025-12-31
443Baird Financial Group, Inc.154,148$5.0M0.01%2025-12-31
444ARCADIA INVESTMENT ADVISORS LLC153,567$5.0M0.01%2025-12-31
445Arsenal Capital Advisors LLC152,642$5.0M0.01%2025-12-31
446Boyd Wealth Management, LLC152,584$5.0M0.01%2025-12-31
447Elevated Financial Group LLC152,573$5.0M0.01%2025-12-31
448WESBANCO BANK INC152,532$5.0M0.01%2025-12-31
449Strategic Blueprint, LLC150,683$4.9M0.01%2025-12-31
450NORTHERN TRUST CORP150,659$4.9M0.01%2025-12-31
451Parsonex Advisory Services, Inc.150,531$4.9M0.01%2025-12-31
452O'SHAUGHNESSY ASSET MANAGEMENT, LLC150,217$4.9M0.01%2025-12-31
453GeoWealth Management, LLC149,732$4.9M0.01%2025-12-31
454Miracle Mile Advisors, LLC149,157$4.9M0.01%2025-12-31