FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,173.71-0.12%
XLE57.000.23%
STOXX50E5,860.32-0.39%
XLF51.760.66%
FTSE10,321.09-0.56%
IXIC24,860.380.10%
RUT2,786.57-0.02%
GSPC7,172.700.11%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:39 PM
CUSIP 808524409

SCHWAB STRATEGIC TR

456 institutions · $9.86B total · 332,756,436 shares

#ManagerSharesValue% of TotalPeriod
1Financial Engines Advisors L.L.C.50,764,107$1.50B15.25%2025-12-31
2SEI INVESTMENTS CO45,783,122$1.36B13.75%2025-12-31
3MATHER GROUP, LLC.35,128,777$1.04B10.55%2025-12-31
4ENVESTNET ASSET MANAGEMENT INC16,612,123$491.9M4.99%2025-12-31
5Avantax Planning Partners, Inc.10,187,907$301.7M3.06%2025-12-31
6OSAIC HOLDINGS, INC.8,933,645$264.5M2.68%2025-12-31
7VANTAGEPOINT INVESTMENT ADVISERS LLC8,516,803$252.2M2.55%2025-12-31
8Mariner, LLC7,458,798$220.9M2.24%2025-12-31
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6,372,410$194.2M1.91%2025-12-31
10MONETA GROUP INVESTMENT ADVISORS LLC4,721,385$139.8M1.41%2025-12-31
11Gemmer Asset Management LLC3,683,118$109.1M1.10%2025-12-31
12Cetera Investment Advisers3,614,316$107.0M1.08%2025-12-31
13LPL Financial LLC3,251,539$96.3M0.97%2025-12-31
14Savant Capital, LLC3,190,242$94.5M0.95%2025-12-31
15Mokosak Advisory Group, LLC3,048,461$90.3M0.91%2025-12-31
16Krilogy Financial LLC2,858,209$88.3M0.85%2025-12-31
17RAINEY & RANDALL WEALTH ADVISORS INC.2,977,872$88.2M0.89%2025-12-31
18AMERIPRISE FINANCIAL INC2,788,401$82.4M0.83%2025-12-31
19HighTower Advisors, LLC2,657,036$78.7M0.79%2025-12-31
20MORGAN STANLEY2,652,794$78.5M0.79%2025-12-31
21UBS Group AG2,469,926$73.1M0.74%2025-12-31
22Compound Planning, Inc.2,085,723$61.8M0.62%2025-12-31
23Cooper Financial Group2,061,521$61.0M0.61%2025-12-31
24EXCHANGE TRADED CONCEPTS, LLC2,035,286$60.3M0.61%2025-12-31
25Creative Planning1,912,950$56.6M0.57%2025-12-31
26SUMMIT WEALTH & RETIREMENT PLANNING, INC.1,707,367$50.6M0.51%2025-12-31
27GenWealth Group, Inc.1,647,900$50.2M0.49%2025-12-31
28UNITED CAPITAL FINANCIAL ADVISORS, LLC1,663,283$49.2M0.49%2025-12-31
29Focus Partners Advisor Solutions, LLC1,646,493$48.8M0.49%2025-12-31
30Black Diamond Financial, LLC1,366,132$40.5M0.41%2025-12-31
31HRC WEALTH MANAGEMENT, LLC1,287,146$38.1M0.38%2025-12-31
32DRAVO BAY LLC1,284,821$38.0M0.38%2025-12-31
33Brady Martz Wealth Solutions, LLC1,228,737$36.4M0.36%2025-12-31
34Envestnet Portfolio Solutions, Inc.1,186,424$35.1M0.35%2025-12-31
35MidWestOne Financial Group, Inc.1,176,328$34.8M0.35%2025-12-31
36Summit Asset Management, LLC1,175,473$34.8M0.35%2025-12-31
37XML Financial, LLC1,160,962$34.4M0.34%2025-12-31
38Beacon Pointe Advisors, LLC1,158,529$34.3M0.34%2025-12-31
39BALLAST ADVISORS LLC1,135,506$33.6M0.34%2025-12-31
40Veery Capital, LLC1,135,273$33.6M0.34%2025-12-31
41BANK OF AMERICA CORP /DE/1,120,025$33.2M0.33%2025-12-31
42Northern Capital Management, Inc.1,110,791$32.9M0.33%2025-12-31
43FAS Wealth Partners, Inc.1,100,145$32.6M0.33%2025-12-31
44Midwest Trust Co1,096,794$32.5M0.32%2025-12-31
45MML INVESTORS SERVICES, LLC1,065,707$31.6M0.32%2025-12-31
46Dodds Wealth, LLC1,063,270$31.5M0.31%2025-12-31
47OneDigital Investment Advisors LLC1,041,603$30.8M0.31%2025-12-31
48MAI Capital Management1,006,075$29.8M0.30%2025-12-31
49GHP Investment Advisors, Inc.1,004,820$29.8M0.30%2025-12-31
50World Investment Advisors980,974$28.5M0.29%2025-12-31
51Ally Invest Advisors Inc.952,375$28.2M0.28%2025-12-31
52Tradition Wealth Management, LLC934,474$27.7M0.28%2025-12-31
53Cerity Partners LLC914,596$27.1M0.27%2025-12-31
54Global Retirement Partners, LLC875,261$25.9M0.26%2025-12-31
55Persium Advisors, LLC845,184$25.0M0.25%2025-12-31
56Merit Financial Group, LLC802,671$23.8M0.24%2025-12-31
57SAGE FINANCIAL GROUP INC781,637$23.1M0.23%2025-12-31
58Meriwether Wealth & Planning, LLC763,768$22.6M0.22%2025-12-31
59JPMORGAN CHASE & CO758,848$22.5M0.22%2025-12-31
60RAYMOND JAMES FINANCIAL INC743,731$22.0M0.22%2025-12-31
61Noble Family Wealth, LLC729,490$21.6M0.21%2025-12-31
62Focus Financial Network, Inc.714,681$21.2M0.21%2025-12-31
63Prime Capital Investment Advisors, LLC708,702$21.0M0.21%2025-12-31
64CLIFTONLARSONALLEN WEALTH ADVISORS, LLC697,653$20.7M0.20%2025-12-31
65Ethos Financial Group, LLC682,207$20.2M0.20%2025-12-31
66KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT680,325$20.1M0.20%2025-12-31
67NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO672,855$19.9M0.20%2025-12-31
68Seneca Financial Advisors LLC652,944$19.3M0.19%2025-12-31
69LCNB CORP651,600$19.3M0.19%2025-12-31
70Focus Partners Wealth651,288$19.3M0.19%2025-12-31
71CAPTRUST FINANCIAL ADVISORS650,150$19.3M0.19%2025-12-31
72Cornerstone Wealth Advisors, Inc.628,884$18.6M0.18%2025-12-31
73Denver PWM, LLC661,822$18.3M0.19%2025-12-31
74Perigon Wealth Management, LLC613,657$18.2M0.18%2025-12-31
75Kestra Advisory Services, LLC607,977$18.0M0.18%2025-12-31
76Northeast Financial Group, Inc.606,420$18.0M0.18%2025-12-31
77Garde Capital, Inc.603,074$17.9M0.18%2025-12-31
78Mutual Advisors, LLC599,323$17.7M0.18%2025-12-31
79Royal Bank of Canada595,275$17.6M0.17%2025-12-31
80Cape Investment Advisory, Inc.593,253$17.6M0.17%2025-12-31
81Waverly Advisors, LLC585,383$17.3M0.17%2025-12-31
82Whitaker-Myers Wealth Managers, LTD.553,330$16.4M0.16%2025-12-31
83Stark Wealth Management LLC624,825$16.3M0.18%2025-12-31
84Seek First Inc.540,874$16.0M0.16%2025-12-31
85Payne Capital Management, LLC529,661$15.7M0.15%2025-12-31
86Global Strategic Investment Solutions, LLC527,995$15.6M0.15%2025-12-31
87Farther Finance Advisors, LLC507,880$15.0M0.15%2025-12-31
88Martel Wealth Advisors Inc498,411$14.8M0.14%2025-12-31
89COMMONWEALTH EQUITY SERVICES, LLC485,323$14.4M0.14%2025-12-31
90WELLS FARGO & COMPANY/MN454,542$13.5M0.13%2025-12-31
91MERCER GLOBAL ADVISORS INC /ADV435,362$12.9M0.13%2025-12-31
92Peak Wealth Management LLC427,656$12.7M0.12%2025-12-31
93Bogart Wealth, LLC426,712$12.6M0.12%2025-12-31
94Goepper Burkhardt LLC425,609$12.6M0.12%2025-12-31
95Allworth Financial LP416,648$12.1M0.12%2025-12-31
96Spectrum Asset Management, Inc. (NB/CA)408,908$12.1M0.12%2025-12-31
97Sunbelt Securities, Inc.408,347$12.1M0.12%2025-12-31
98James J. Burns & Company, LLC386,593$11.4M0.11%2025-12-31
99GILL CAPITAL PARTNERS, LLC385,600$11.4M0.11%2025-12-31
100YANKCOM Partnership380,972$11.3M0.11%2025-12-31
101Empirical Financial Services, LLC d.b.a. Empirical Wealth Management368,891$10.9M0.11%2025-12-31
102Integrated Advisors Network LLC362,965$10.7M0.10%2025-12-31
103Diversified Portfolios, Inc.355,790$10.5M0.10%2025-12-31
104RWA WEALTH PARTNERS, LLC355,212$10.5M0.10%2025-12-31
105Opes Wealth Management LLC347,283$10.3M0.10%2025-12-31
106Bishop & Co Investment Management, LLC343,273$10.2M0.10%2025-12-31
107WealthShield Partners, LLC341,425$10.1M0.10%2025-12-31
108Fiduciary Alliance LLC334,913$9.9M0.10%2025-12-31
109Harbor Group, Inc.332,195$9.8M0.09%2025-12-31
110CDKV HOLDINGS LLC323,931$9.6M0.09%2025-12-31
111Independent Solutions Wealth Management, LLC313,096$9.3M0.09%2025-12-31
112HBK Sorce Advisory LLC288,335$9.3M0.08%2025-12-31
113Friday Financial310,266$9.2M0.09%2025-12-31
114Schneider Downs Wealth Management Advisors, LP292,319$8.7M0.08%2025-12-31
115Thrive Wealth Management, LLC291,573$8.6M0.08%2025-12-31
116May Barnhard Investments LLC283,449$8.4M0.08%2025-12-31
117Christensen, King & Associates Investment Services, Inc.282,804$8.4M0.08%2025-12-31
118Game Plan Financial Advisors, LLC255,622$8.3M0.07%2025-12-31
119Visionary Wealth Advisors279,711$8.3M0.08%2025-12-31
120EXENCIAL WEALTH ADVISORS, LLC277,220$8.2M0.08%2025-12-31
121Weinberger Asset Management, Inc276,119$8.2M0.08%2025-12-31
122SteelPeak Wealth, LLC275,642$8.2M0.08%2025-12-31
123Courage Miller Partners, LLC271,995$8.1M0.08%2025-12-31
124Ackerman Capital Advisors, LLC263,728$7.8M0.07%2025-12-31
125Per Stirling Capital Management, LLC.262,094$7.8M0.07%2025-12-31
126BERKSHIRE ASSET MANAGEMENT LLC/PA256,676$7.6M0.07%2025-12-31
127Plus Group Wealth Advisors LLC255,245$7.6M0.07%2025-12-31
128Gladstone Institutional Advisory LLC253,720$7.5M0.07%2025-12-31
129Brookstone Capital Management250,995$7.4M0.07%2025-12-31
130CATHY PARETO & ASSOCIATES, INC245,780$7.3M0.07%2025-12-31
131Savvy Advisors, Inc.244,641$7.2M0.07%2025-12-31
132Baring Financial LLC231,950$6.9M0.06%2025-12-31
133FMR LLC226,204$6.7M0.06%2025-12-31
134Pathstone Holdings, LLC225,832$6.7M0.06%2025-12-31
135Cresset Asset Management, LLC221,950$6.6M0.06%2025-12-31
136LOWERY THOMAS, LLC221,889$6.6M0.06%2025-12-31
137ProVise Management Group, LLC221,070$6.5M0.06%2025-12-31
138Cadence Wealth Management LLC221,059$6.5M0.06%2025-12-31
139US BANCORP \DE\220,494$6.5M0.06%2025-12-31
140PANORAMIC INVESTMENT ADVISORS, LLC220,061$6.5M0.06%2025-12-31
141Sun Financial Inc219,992$6.5M0.06%2025-12-31
142Curtis Advisory Group, LLC217,320$6.4M0.06%2025-12-31
143Ifrah Financial Services, Inc.216,543$6.4M0.06%2025-12-31
144PACES FERRY WEALTH ADVISORS, LLC213,781$6.3M0.06%2025-12-31
145Orion Porfolio Solutions, LLC209,227$6.2M0.06%2025-12-31
146Avant Capital LLC208,309$6.2M0.06%2025-12-31
147Arnold Financial Planning LLC207,609$6.1M0.06%2025-12-31
148Glassman Wealth Services205,333$6.1M0.06%2025-12-31
149Vestmark Advisory Solutions, Inc.203,138$6.0M0.06%2025-12-31
150Columbus Macro, LLC201,872$6.0M0.06%2025-12-31
151Summit Financial, LLC201,351$6.0M0.06%2025-12-31
152PETRA FINANCIAL ADVISORS INC200,546$5.9M0.06%2025-12-31
153Lighthouse Wealth Management Inc.200,153$5.9M0.06%2025-12-31
154Brand Asset Management Group, Inc.199,582$5.9M0.05%2025-12-31
155PURE PORTFOLIOS HOLDINGS LLC198,395$5.9M0.05%2025-12-31
156Integrated Wealth Concepts LLC196,333$5.8M0.05%2025-12-31
157SpringVest Wealth Management LLC191,684$5.7M0.05%2025-12-31
158FLORIDA FINANCIAL ADVISORS, LLC190,559$5.6M0.05%2025-12-31
159Werba Rubin Papier Wealth Management189,715$5.6M0.05%2025-12-31
160EP Wealth Advisors, LLC186,219$5.5M0.05%2025-12-31
161Capital Advisors Wealth Management, LLC182,749$5.4M0.05%2025-12-31
162Sanctuary Advisors, LLC182,695$5.4M0.05%2025-12-31
163Westbourne Investment Advisors, Inc.182,615$5.4M0.05%2025-12-31
164Main Street Financial Solutions, LLC182,431$5.4M0.05%2025-12-31
165Leeward Financial Partners, LLC177,656$5.3M0.05%2025-12-31
166CAHILL FINANCIAL ADVISORS INC176,307$5.2M0.05%2025-12-31
167Rinkey Investments175,707$5.2M0.05%2025-12-31
168Apex Wealth Management, LLC166,898$5.2M0.05%2025-12-31
169SHEPHERD KAPLAN KROCHUK, LLC173,917$5.1M0.05%2025-12-31
170Grey Fox Wealth Advisors, LLC172,431$5.1M0.05%2025-12-31
171Meridian Wealth Management, LLC171,739$5.1M0.05%2025-12-31
172Stratos Wealth Partners, LTD.168,482$5.0M0.05%2025-12-31
173New Hampshire Trust163,773$4.8M0.04%2025-12-31
174SeaCrest Wealth Management, LLC160,813$4.8M0.04%2025-12-31
175BROWN WEALTH MANAGEMENT, LLC161,510$4.8M0.04%2025-12-31
176Embree Financial Group160,514$4.8M0.04%2025-12-31
177Dakota Wealth Management160,365$4.7M0.04%2025-12-31
178Coastwise Capital Group, LLC158,016$4.7M0.04%2025-12-31
179Sequoia Financial Advisors, LLC157,532$4.7M0.04%2025-12-31
180Newman Dignan & Sheerar, Inc.156,883$4.6M0.04%2025-12-31
181One Capital Management, LLC156,831$4.6M0.04%2025-12-31
182Baird Financial Group, Inc.156,344$4.6M0.04%2025-12-31
183Retirement Investment Advisors, Inc.155,871$4.6M0.04%2025-12-31
184Golden Bell Financial Planning LLC152,569$4.5M0.04%2025-12-31
185NewEdge Advisors, LLC150,343$4.5M0.04%2025-12-31
186KPP Advisory Services LLC145,899$4.3M0.04%2025-12-31
187BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC145,228$4.3M0.04%2025-12-31
188OneAscent Financial Services LLC144,180$4.3M0.04%2025-12-31
189Affinity Capital Advisors, LLC143,014$4.2M0.04%2025-12-31
190DDD Partners, LLC141,851$4.2M0.04%2025-12-31
191Nadler Financial Group, Inc.141,719$4.2M0.04%2025-12-31
192Sightline Wealth Advisors, LLC141,464$4.2M0.04%2025-12-31
193Bank of New York Mellon Corp139,982$4.1M0.04%2025-12-31
194LifePlan Investment Advisors, Inc.134,753$4.0M0.04%2025-12-31
195RKL Wealth Management LLC133,347$3.9M0.04%2025-12-31
196KINGSWOOD WEALTH ADVISORS, LLC133,246$3.9M0.04%2025-12-31
197BCS Wealth Management131,958$3.9M0.03%2025-12-31
198Everhart Financial Group, Inc.129,225$3.8M0.03%2025-12-31
199Vise Technologies, Inc.128,792$3.8M0.03%2025-12-31
200Quantinno Capital Management LP128,457$3.8M0.03%2025-12-31
201STIFEL FINANCIAL CORP127,627$3.8M0.03%2025-12-31
202BRANDYWINE OAK PRIVATE WEALTH LLC127,211$3.8M0.03%2025-12-31
203Modera Wealth Management, LLC125,498$3.7M0.03%2025-12-31
204NORTH STAR ASSET MANAGEMENT INC125,136$3.7M0.03%2025-12-31
205SAGESPRING WEALTH PARTNERS, LLC123,576$3.7M0.03%2025-12-31
206Barden Capital Management, Inc.123,435$3.7M0.03%2025-12-31
207Diversified Enterprises, LLC120,722$3.6M0.03%2025-12-31
208NewEdge Wealth, LLC120,466$3.6M0.03%2025-12-31
209CERTUITY, LLC120,104$3.6M0.03%2025-12-31
210Apriem Advisors118,825$3.5M0.03%2025-12-31
211Joseph Group Capital Management116,824$3.5M0.03%2025-12-31
212Allen Capital Group, LLC113,821$3.4M0.03%2025-12-31
213AMERICAN FINANCIAL & TAX STRATEGIES INC113,800$3.4M0.03%2025-12-31
214LEAVELL INVESTMENT MANAGEMENT, INC.113,397$3.4M0.03%2025-12-31
215Altus Wealth Group LLC110,799$3.3M0.03%2025-12-31
216IVC Wealth Advisors LLC110,052$3.3M0.03%2025-12-31
217CYPRESS FINANCIAL PLANNING LLC109,891$3.3M0.03%2025-12-31
218Lido Advisors, LLC110,423$3.2M0.03%2025-12-31
219Compass Advisory Group LLC105,234$3.1M0.03%2025-12-31
220ARBOR TRUST WEALTH ADVISORS, LLC104,919$3.1M0.03%2025-12-31
221Dynamic Advisor Solutions LLC104,909$3.1M0.03%2025-12-31
222Mill Creek Capital Advisors, LLC104,285$3.1M0.03%2025-12-31
223WOODMONT INVESTMENT COUNSEL LLC104,277$3.1M0.03%2025-12-31
224CHOREO, LLC103,457$3.1M0.03%2025-12-31
225AQR CAPITAL MANAGEMENT LLC102,806$3.0M0.03%2025-12-31
226Advisory Services Network, LLC102,575$3.0M0.03%2025-12-31
227HB Wealth Management, LLC102,484$3.0M0.03%2025-12-31
228ZynergyRetirementPlanningLLC101,806$3.0M0.03%2025-12-31
229TRUIST FINANCIAL CORP101,232$3.0M0.03%2025-12-31
230Ameritas Advisory Services, LLC99,991$3.0M0.03%2025-12-31
231Steele Capital Management, Inc.99,976$3.0M0.03%2025-12-31
232JONES FINANCIAL COMPANIES LLLP96,968$2.9M0.02%2025-12-31
233UNIQUE WEALTH, LLC96,583$2.9M0.02%2025-12-31
234Murphy & Mullick Capital Management Corp96,125$2.8M0.02%2025-12-31
235SILVER OAK SECURITIES, INCORPORATED94,018$2.8M0.02%2025-12-31
236M3 Advisory Group, LLC93,527$2.8M0.02%2025-12-31
237MISSION WEALTH MANAGEMENT, LP91,593$2.7M0.02%2025-12-31
238Broadview Financial Management, LLC90,704$2.7M0.02%2025-12-31
239Corient Private Wealth LLC90,349$2.7M0.02%2025-12-31
240EVOKE WEALTH, LLC88,290$2.6M0.02%2025-12-31
241Cambridge Financial Group, LLC95,145$2.6M0.02%2025-12-31
242Clearstead Advisors, LLC85,324$2.5M0.02%2025-12-31
243FAGAN ASSOCIATES, INC.84,785$2.5M0.02%2025-12-31
244Apella Capital, LLC84,502$2.5M0.02%2025-12-31
245VALLEY FORGE INVESTMENT CONSULTANTS INC ADV83,962$2.5M0.02%2025-12-31
246Tortoise Investment Management, LLC83,497$2.5M0.02%2025-12-31
247Stratos Wealth Advisors, LLC82,893$2.5M0.02%2025-12-31
248ASSETMARK, INC82,518$2.4M0.02%2025-12-31
249CreativeOne Wealth, LLC81,419$2.4M0.02%2025-12-31
250Concurrent Investment Advisors, LLC81,122$2.4M0.02%2025-12-31
251Wilkins Miller Wealth Management, LLC80,195$2.4M0.02%2025-12-31
252Pinnacle Family Advisors, LLC80,002$2.4M0.02%2025-12-31
253Weaver Capital Management LLC79,726$2.4M0.02%2025-12-31
254RIVERSEDGE ADVISORS, LLC79,239$2.3M0.02%2025-12-31
255Pure Financial Advisors, LLC79,106$2.3M0.02%2025-12-31
256Secure Asset Management, LLC78,846$2.3M0.02%2025-12-31
257Elgethun Capital Management78,257$2.3M0.02%2025-12-31
258Quantum Portfolio Management LLC77,349$2.3M0.02%2025-12-31
259Regal Investment Advisors LLC76,572$2.3M0.02%2025-12-31
260Berger Financial Group, Inc75,759$2.2M0.02%2025-12-31
261Y-Intercept (Hong Kong) Ltd75,726$2.2M0.02%2025-12-31
262Aspen Grove Capital, LLC75,672$2.2M0.02%2025-12-31
263J.W. COLE ADVISORS, INC.165,559$2.2M0.04%2025-12-31
264Financial Strategies Group, Inc.72,183$2.2M0.02%2025-12-31
265EverSource Wealth Advisors, LLC73,252$2.2M0.02%2025-12-31
266MYECFO, LLC72,940$2.2M0.02%2025-12-31
267SUSQUEHANNA INTERNATIONAL GROUP, LLP72,774$2.2M0.02%2025-12-31
268BCWM, LLC71,313$2.1M0.02%2025-12-31
269DUNCKER STREETT & CO INC71,185$2.1M0.02%2025-12-31
270Monetary Solutions, Ltd70,176$2.1M0.02%2025-12-31
271Bleakley Financial Group, LLC69,324$2.1M0.02%2025-12-31
272Arkadios Wealth Advisors68,074$2.0M0.02%2025-12-31
273Twin Cities Retirement Group LLC68,004$2.0M0.02%2025-12-31
274Asset Dedication, LLC67,883$2.0M0.02%2025-12-31
275Emerald Advisors, LLC67,095$2.0M0.02%2025-12-31
276Retirement Planning Group, LLC65,782$1.9M0.01%2025-12-31
277Asset One Wealth Management LLC62,082$1.9M0.01%2025-12-31
278Clear Retirement Advice LLC61,245$1.9M0.01%2025-12-31
279SAX WEALTH ADVISORS, LLC64,958$1.9M0.01%2025-12-31
280ZACKS INVESTMENT MANAGEMENT64,347$1.9M0.01%2025-12-31
281Index Technologies Group LLC63,639$1.9M0.01%2025-12-31
282Miracle Mile Advisors, LLC63,366$1.9M0.01%2025-12-31
283IFP Advisors, Inc64,232$1.9M0.01%2025-12-31
284Stewardship Advisors, LLC63,073$1.9M0.01%2025-12-31
285Net Worth Advisory Group62,942$1.9M0.01%2025-12-31
286Moisand Fitzgerald Tamayo, LLC62,255$1.8M0.01%2025-12-31
287RITHOLTZ WEALTH MANAGEMENT61,074$1.8M0.01%2025-12-31
288CARY STREET PARTNERS FINANCIAL LLC60,812$1.8M0.01%2025-12-31
289Apollon Wealth Management, LLC60,576$1.8M0.01%2025-12-31
290CGN Advisors LLC60,538$1.8M0.01%2025-12-31
291AVITY INVESTMENT MANAGEMENT INC.60,036$1.8M0.01%2025-12-31
292Parallel Advisors, LLC58,560$1.7M0.01%2025-12-31
293K2 Financial Inc.56,962$1.7M0.01%2025-12-31
294Schaeffer Financial LLC57,020$1.7M0.01%2025-12-31
295Maia Wealth LLC52,649$1.7M0.01%2025-12-31
296ASPIRIANT, LLC55,809$1.7M0.01%2025-12-31
297Bigelow Investment Advisors, LLC55,547$1.6M0.01%2025-12-31
298Cornerstone Wealth Management, LLC54,989$1.6M0.01%2025-12-31
299GW HENSSLER & ASSOCIATES LTD54,883$1.6M0.01%2025-12-31
300MONOGRAPH WEALTH ADVISORS, LLC54,608$1.6M0.01%2025-12-31
301Keel Point, LLC54,938$1.6M0.01%2025-12-31
302RFG Advisory, LLC53,509$1.6M0.01%2025-12-31
303MONEY CONCEPTS CAPITAL CORP53,194$1.6M0.01%2025-12-31
304Csenge Advisory Group52,649$1.6M0.01%2025-12-31
305COMPASS CAPITAL CORP /MA/ /ADV48,561$1.6M0.01%2025-12-31
306ETF Store, Inc.52,307$1.5M0.01%2025-12-31
307Ballast Financial Advisors LLC52,155$1.5M0.01%2025-12-31
308O'SHAUGHNESSY ASSET MANAGEMENT, LLC51,302$1.5M0.01%2025-12-31
309RETIREMENT GUYS FORMULA LLC50,469$1.5M0.01%2025-12-31
310Sovran Advisors, LLC48,307$1.5M0.01%2025-12-31
311William Mack & Associates, Inc.49,985$1.5M0.01%2025-12-31
312KEB ASSET MANAGEMENT, LLC49,013$1.5M0.01%2025-12-31
313BlackRock, Inc.48,906$1.4M0.01%2025-12-31
314Continuum Advisory, LLC48,714$1.4M0.01%2025-12-31
315Long Island Wealth Management, Inc.48,569$1.4M0.01%2025-12-31
316ALTFEST L J & CO INC48,194$1.4M0.01%2025-12-31
317RENAISSANCE TECHNOLOGIES LLC47,600$1.4M0.01%2025-12-31
318KILEY JUERGENS WEALTH MANAGEMENT, LLC47,562$1.4M0.01%2025-12-31
319Geneos Wealth Management Inc.47,496$1.4M0.01%2025-12-31
320KELLY FINANCIAL GROUP LLC47,440$1.4M0.01%2025-12-31
321IHT Wealth Management, LLC47,386$1.4M0.01%2025-12-31
322BCGM Wealth Management, LLC47,323$1.4M0.01%2025-12-31
323Whitener Capital Management, Inc.47,051$1.4M0.01%2025-12-31
324Meramec Financial Planners, LLC43,255$1.4M0.01%2025-12-31
325Avidian Wealth Enterprises, LLC46,860$1.4M0.01%2025-12-31
326United Advisor Group, LLC46,652$1.4M0.01%2025-12-31
327Cassaday & Co Wealth Management LLC46,434$1.4M0.01%2025-12-31
328Creekside Partners46,010$1.4M0.01%2025-12-31
329IEQ CAPITAL, LLC45,832$1.4M0.01%2025-12-31
330Private Advisor Group, LLC45,683$1.4M0.01%2025-12-31
331True North Advisors, LLC45,641$1.4M0.01%2025-12-31
332Chicago Partners Investment Group LLC43,844$1.3M0.01%2025-12-31
333Wealthspire Advisors, LLC45,347$1.3M0.01%2025-12-31
334Valeo Financial Advisors, LLC44,981$1.3M0.01%2025-12-31
335Seed Wealth Management, Inc.44,930$1.3M0.01%2025-12-31
336Equitable Holdings, Inc.44,820$1.3M0.01%2025-12-31
337CONDOR CAPITAL MANAGEMENT44,115$1.3M0.01%2025-12-31
338Rockefeller Capital Management L.P.43,737$1.3M0.01%2025-12-31
339VAN STRUM & TOWNE INC.43,678$1.3M0.01%2025-12-31
340JMG Financial Group, Ltd.42,933$1.3M0.01%2025-12-31
341Vanguard Capital Wealth Advisors42,866$1.3M0.01%2025-12-31
342Inman Jager Wealth Management, LLC42,817$1.3M0.01%2025-12-31
343L2 Asset Management, LLC42,731$1.3M0.01%2025-12-31
344IMA Advisory Services, Inc.42,558$1.3M0.01%2025-12-31
345Koshinski Asset Management, Inc.42,553$1.3M0.01%2025-12-31
346Gradient Capital Advisors, LLC42,527$1.3M0.01%2025-12-31
347Advocacy Wealth Management Services, LLC42,186$1.2M0.01%2025-12-31
348AE Wealth Management LLC41,550$1.2M0.01%2025-12-31
349First County Bank /CT/41,548$1.2M0.01%2025-12-31
350GOLDMAN SACHS GROUP INC41,548$1.2M0.01%2025-12-31
351Tactive Advisors, LLC41,273$1.2M0.01%2025-12-31
352Haverford Trust Co41,083$1.2M0.01%2025-12-31
353Knuff & Co LLC40,438$1.2M0.01%2025-12-31
354Wedmont Private Capital39,580$1.2M0.01%2025-12-31
355NFP Retirement, Inc.40,840$1.2M0.01%2025-12-31
356Modern Wealth Management, LLC40,053$1.2M0.01%2025-12-31
357PNC Financial Services Group, Inc.39,882$1.2M0.01%2025-12-31
358Enclave Advisors LLC38,881$1.2M0.01%2025-12-31
359CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC38,760$1.1M0.01%2025-12-31
360Athena Investment Management38,510$1.1M0.01%2025-12-31
361Waterford Advisors, LLC34,807$1.1M0.01%2025-12-31
362Larson Financial Group LLC38,378$1.1M0.01%2025-12-31
363SBE LLC DBA CEDAR COVE WEALTH PARTNERS38,370$1.1M0.01%2025-12-31
364BLAIR WILLIAM & CO/IL38,122$1.1M0.01%2025-12-31
365HOEY INVESTMENTS, INC37,951$1.1M0.01%2025-12-31
366BENJAMIN EDWARDS INC37,724$1.1M0.01%2025-12-31
367SCS Capital Management LLC37,472$1.1M0.01%2025-12-31
368Capital Investment Advisory Services, LLC37,353$1.1M0.01%2025-12-31
369Diversify Advisory Services, LLC35,652$1.1M0.01%2025-12-31
370NWAM LLC36,734$1.1M0.01%2025-12-31
371Foundations Investment Advisors, LLC35,902$1.1M0.01%2025-12-31
372Wescott Financial Advisory Group, LLC35,130$1.0M0.01%2025-12-31
373Pine Valley Investments Ltd Liability Co34,883$1.0M0.01%2025-12-31
374Quadrant Private Wealth Management, LLC34,600$1.0M0.01%2025-12-31
375BROWN BROTHERS HARRIMAN & CO34,200$1.0M0.01%2025-12-31
376Thayer Financial, L.L.C.34,092$1.0M0.01%2025-12-31
377Bond & Devick Financial Network, Inc.34,080$1.0M0.01%2025-12-31
378New Republic Capital, LLC34,046$1.0M0.01%2025-12-31
379UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC33,886$1.0M0.01%2025-12-31
380Chesapeake Wealth Management33,885$1.0M0.01%2025-12-31
381Smartleaf Asset Management LLC33,385$996.2K0.01%2025-12-31
382Hidden Cove Wealth Management, LLC33,204$983.2K0.00%2025-12-31
383Verum Partners LLC33,104$980.2K0.00%2025-12-31
384HUB Investment Partners, LLC33,099$980.1K0.00%2025-12-31
385WBH ADVISORY INC33,002$977.2K0.00%2025-12-31
386MARKET STREET WEALTH MANAGEMENT ADVISORS LLC32,903$974.3K0.00%2025-12-31
387BFSG, LLC32,660$967.1K0.00%2025-12-31
388Koesten, Hirschmann & Crabtree, INC.32,644$966.6K0.00%2025-12-31
389ARK & TLK INVESTMENTS, LLC32,559$964.1K0.00%2025-12-31
390Kovack Advisors, Inc.32,215$961.3K0.00%2025-12-31
391Atlas Wealth Partners, LLC32,439$960.5K0.00%2025-12-31
392COMERICA BANK32,384$958.9K0.00%2025-12-31
393SIGNATUREFD, LLC32,094$950.3K0.00%2025-12-31
394LODESTAR PRIVATE ASSET MANAGEMENT LLC31,968$946.6K0.00%2025-12-31
395PARTNERS WEALTH MANAGEMENT, LLC31,883$944.1K0.00%2025-12-31
396Wealthcare Advisory Partners LLC31,633$936.7K0.00%2025-12-31
397Indivisible Partners31,385$929.3K0.00%2025-12-31
398Red Door Wealth Management, LLC31,358$928.5K0.00%2025-12-31
399Beaumont Financial Advisors, LLC31,302$926.8K0.00%2025-12-31
400Sachetta, LLC30,746$910.4K0.00%2025-12-31
401MassMutual Private Wealth & Trust, FSB30,251$895.7K0.00%2025-12-31
402CM WEALTH ADVISORS LLC30,066$890.3K0.00%2025-12-31
403OLD NATIONAL BANCORP /IN/29,908$885.6K0.00%2025-12-31
404Argos Wealth Advisors, LLC29,844$883.7K0.00%2025-12-31
405D.A. DAVIDSON & CO.29,818$882.9K0.00%2025-12-31
406WESTBOURNE INVESTMENTS, INC.29,793$882.2K0.00%2025-12-31
407Pacific Capital Wealth Advisors, Inc.29,725$880.2K0.00%2025-12-31
408JOHNSON INVESTMENT COUNSEL INC29,664$878.4K0.00%2025-12-31
409KELLEHER FINANCIAL ADVISORS29,220$865.2K0.00%2025-12-31
410Joule Financial, LLC29,205$864.8K0.00%2025-12-31
411AdvisorNet Financial, Inc29,193$864.4K0.00%2025-12-31
412HHM Wealth Advisors, LLC29,124$862.4K0.00%2025-12-31
413NWF Advisory Services Inc.12,302$862.4K0.00%2025-12-31
414BARTLETT & CO. WEALTH MANAGEMENT LLC29,089$861.3K0.00%2025-12-31
415Patriot Financial Group Insurance Agency, LLC28,802$852.8K0.00%2025-12-31
416Bernardo Wealth Planning LLC28,791$852.5K0.00%2025-12-31
417Ironwood Financial, llc27,705$849.7K0.00%2025-12-31
418GREENLEAF TRUST28,650$848.3K0.00%2025-12-31
419WPG Advisers, LLC28,196$834.9K0.00%2025-12-31
420Qube Research & Technologies Ltd28,053$830.6K0.00%2025-12-31
421Kathmere Capital Management, LLC27,986$828.7K0.00%2025-12-31
422Santori & Peters, Inc.27,762$822.0K0.00%2025-12-31
423Biltmore Family Office, LLC27,546$815.6K0.00%2025-12-31
424TBH Global Asset Management, LLC28,793$786.2K0.00%2025-12-31
425Piedmont Capital Management, LLC/NC26,550$786.1K0.00%2025-12-31
426EVERETT HARRIS & CO /CA/26,394$781.5K0.00%2025-12-31
427Well Done, LLC26,265$777.7K0.00%2025-12-31
428NorthStar Asset Management LLC /NJ/26,210$776.1K0.00%2025-12-31
429Visionary Horizons, LLC26,173$775.0K0.00%2025-12-31
430PRINCIPAL SECURITIES, INC.26,126$773.6K0.00%2025-12-31
431Marquette Asset Management, LLC25,654$759.6K0.00%2025-12-31
432SIGNATURE ESTATE & INVESTMENT ADVISORS LLC25,637$759.1K0.00%2025-12-31
433ROBINSON SMITH WEALTH ADVISORS LLC25,450$753.6K0.00%2025-12-31
434Smart Portfolios, LLC25,345$750.5K0.00%2025-12-31
435Birchwood Financial Partners, Inc.24,990$740.0K0.00%2025-12-31
436SIMON QUICK ADVISORS, LLC24,706$731.6K0.00%2025-12-31
437BURKETT FINANCIAL SERVICES, LLC24,591$728.1K0.00%2025-12-31
438Mayfair Advisory Group, LLC24,283$726.1K0.00%2025-12-31
439Blueprint Investment Partners LLC24,456$724.1K0.00%2025-12-31
440Fortitude Advisory Group L.L.C.24,417$723.0K0.00%2025-12-31
441HANCOCK WHITNEY CORP24,277$718.8K0.00%2025-12-31
442Alliance Wealth Management Group24,237$717.7K0.00%2025-12-31
443Towercrest Capital Management24,237$717.7K0.00%2025-12-31
444MidAtlantic Capital Management, Inc.24,088$713.2K0.00%2025-12-31
445GSB Wealth Management, LLC23,974$709.9K0.00%2025-12-31
446Stonebridge Capital Advisors LLC23,961$709.5K0.00%2025-12-31
447Womack Financial LLC24,242$705.7K0.00%2025-12-31
448MGO ONE SEVEN LLC23,746$703.1K0.00%2025-12-31
449Blueprint Financial Advisors LLC23,736$702.8K0.00%2025-12-31
450AIRE ADVISORS, LLC23,664$700.7K0.00%2025-12-31
451Adelphi Trust Co23,664$700.7K0.00%2025-12-31
452Lantz Financial LLC23,610$699.1K0.00%2025-12-31
453Texas Yale Capital Corp.23,504$696.0K0.00%2025-12-31
454FIRST AMERICAN TRUST, FSB23,400$692.9K0.00%2025-12-31
455BANK OF MONTREAL /CAN/23,257$688.6K0.00%2025-12-31
456WESCAP Management Group, Inc.23,240$688.1K0.00%2025-12-31