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 808524706

SCHWAB STRATEGIC TR

455 institutions · $4.86B total · 148,030,045 shares

#ManagerSharesValue% of TotalPeriod
1Creative Planning18,182,491$595.5M12.28%2025-12-31
2Financial Engines Advisors L.L.C.16,211,363$530.9M10.95%2025-12-31
3HighTower Advisors, LLC9,662,625$316.5M6.52%2025-12-31
4US BANCORP \DE\6,504,452$213.0M4.39%2025-12-31
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,464,084$113.4M2.34%2025-12-31
6SageView Advisory Group, LLC3,358,935$110.0M2.26%2025-12-31
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,234,723$75.8M1.50%2025-12-31
8Rakuten Investment Management, Inc.2,245,603$74.6M1.51%2025-12-31
9REBALANCE, LLC2,167,937$71.0M1.46%2025-12-31
10MATHER GROUP, LLC.2,095,894$68.6M1.41%2025-12-31
11Orgel Wealth Management, LLC2,002,676$65.6M1.35%2025-12-31
12MONETA GROUP INVESTMENT ADVISORS LLC1,893,189$62.0M1.27%2025-12-31
13MORGAN STANLEY1,882,677$61.7M1.27%2025-12-31
14Sanctuary Advisors, LLC1,873,248$61.3M1.26%2025-12-31
15Krilogy Financial LLC1,656,463$57.5M1.11%2025-12-31
16JPMORGAN CHASE & CO1,592,899$52.2M1.07%2025-12-31
17FMR LLC1,580,175$51.8M1.06%2025-12-31
18Heartwood Wealth Advisors LLC1,548,972$50.7M1.04%2025-12-31
19SUSQUEHANNA INTERNATIONAL GROUP, LLP1,544,876$50.6M1.04%2025-12-31
20MERCER GLOBAL ADVISORS INC /ADV1,487,801$48.7M1.00%2025-12-31
21Corient Private Wealth LLC1,468,070$48.1M0.99%2025-12-31
22Mariner, LLC1,393,845$45.7M0.94%2025-12-31
23RMG Wealth Management LLC1,449,416$45.0M0.97%2025-12-31
24WELLS FARGO & COMPANY/MN1,286,398$42.1M0.86%2025-12-31
25Fund Evaluation Group, LLC1,269,800$41.6M0.85%2025-12-31
26BlueSky Wealth Advisors, LLC1,186,483$38.9M0.80%2025-12-31
27COOPER/HAIMS ADVISORS, LLC1,186,145$38.8M0.80%2025-12-31
28CITADEL ADVISORS LLC1,088,577$35.7M0.73%2025-12-31
29RAINEY & RANDALL WEALTH ADVISORS INC.1,075,580$35.2M0.72%2025-12-31
30Wealthspire Advisors, LLC1,008,030$33.0M0.68%2025-12-31
31McAdam, LLC982,428$32.2M0.66%2025-12-31
32JMG Financial Group, Ltd.964,691$31.6M0.65%2025-12-31
33JONES FINANCIAL COMPANIES LLLP925,216$30.3M0.62%2025-12-31
34Mountain Capital Investment Advisors Inc.849,835$29.4M0.57%2025-12-31
35HBK Sorce Advisory LLC808,459$28.3M0.54%2025-12-31
36Cetera Investment Advisers836,196$27.4M0.56%2025-12-31
37BENJAMIN EDWARDS INC786,295$25.8M0.53%2025-12-31
38SCS Capital Management LLC742,539$24.3M0.50%2025-12-31
39UBS Group AG679,591$22.3M0.45%2025-12-31
40Charles Schwab Trust Co668,273$21.9M0.45%2025-12-31
41Ballentine Partners, LLC660,482$21.6M0.44%2025-12-31
4293 Financial Group, LLC645,316$21.1M0.43%2025-12-31
43PURE PORTFOLIOS HOLDINGS LLC515,022$16.9M0.34%2025-12-31
44Waverly Advisors, LLC506,867$16.6M0.34%2025-12-31
45Cerity Partners LLC504,737$16.5M0.34%2025-12-31
46Focus Partners Wealth499,216$16.3M0.33%2025-12-31
47SUMMIT WEALTH & RETIREMENT PLANNING, INC.499,044$16.3M0.33%2025-12-31
48ENVESTNET ASSET MANAGEMENT INC490,698$16.1M0.33%2025-12-31
49LPL Financial LLC488,798$16.0M0.33%2025-12-31
50COMMONWEALTH EQUITY SERVICES, LLC487,497$16.0M0.32%2025-12-31
51Alliance Wealth Management Group482,441$15.8M0.32%2025-12-31
52Towercrest Capital Management482,441$15.8M0.32%2025-12-31
53NAPLES GLOBAL ADVISORS, LLC464,056$15.2M0.31%2025-12-31
54TruNorth Capital Management, LLC451,942$14.8M0.30%2025-12-31
55Procyon Advisors, LLC448,515$14.7M0.30%2025-12-31
56DROMS STRAUSS ADVISORS INC /MO/ /ADV447,679$14.7M0.30%2025-12-31
57Empirical Financial Services, LLC d.b.a. Empirical Wealth Management435,065$14.2M0.29%2025-12-31
58ADAMSBROWN WEALTH CONSULTANTS LLC428,583$14.0M0.28%2025-12-31
59DRW Securities, LLC411,908$13.5M0.27%2025-12-31
60OSAIC HOLDINGS, INC.377,489$12.4M0.25%2025-12-31
61AMERIPRISE FINANCIAL INC376,231$12.3M0.25%2025-12-31
62KLINGENSTEIN FIELDS & CO LP369,760$12.1M0.24%2025-12-31
63CABOT WEALTH MANAGEMENT INC361,205$11.8M0.24%2025-12-31
64Pathstone Holdings, LLC355,418$11.6M0.24%2025-12-31
65Royal Bank of Canada355,238$11.6M0.23%2025-12-31
66IHT Wealth Management, LLC354,472$11.6M0.23%2025-12-31
67Gemmer Asset Management LLC350,116$11.5M0.23%2025-12-31
68Cresset Asset Management, LLC333,714$11.1M0.22%2025-12-31
69NORTH STAR ASSET MANAGEMENT INC338,866$11.1M0.22%2025-12-31
70SigFig Wealth Management, LLC331,347$10.9M0.22%2025-12-31
71RFG - Bristol Wealth Advisors, LLC331,410$10.9M0.22%2025-12-31
72CAPTRUST FINANCIAL ADVISORS331,156$10.8M0.22%2025-12-31
73Brand Asset Management Group, Inc.328,061$10.7M0.22%2025-12-31
74Prime Capital Investment Advisors, LLC324,351$10.6M0.21%2025-12-31
75HC Advisors, LLC323,731$10.6M0.21%2025-12-31
76Red Tortoise LLC314,658$10.3M0.21%2025-12-31
77AlphaCore Capital LLC310,853$10.2M0.20%2025-12-31
78Main Street Financial Solutions, LLC304,716$10.0M0.20%2025-12-31
79MorganRosel Wealth Management, LLC299,921$9.8M0.20%2025-12-31
80Seneca Financial Advisors LLC298,144$9.8M0.20%2025-12-31
81Garde Capital, Inc.290,442$9.7M0.19%2025-12-31
82Steele Capital Management, Inc.294,008$9.6M0.19%2025-12-31
83Visionary Wealth Advisors278,266$9.1M0.18%2025-12-31
84Apriem Advisors274,019$9.0M0.18%2025-12-31
85Wedmont Private Capital265,105$8.9M0.17%2025-12-31
86BALLAST ADVISORS LLC268,831$8.8M0.18%2025-12-31
87Invst, LLC262,008$8.6M0.17%2025-12-31
88PRINCIPAL SECURITIES, INC.249,855$8.2M0.16%2025-12-31
89Geneos Wealth Management Inc.246,270$8.1M0.16%2025-12-31
90Boltwood Capital Management241,731$7.9M0.16%2025-12-31
91Savant Capital, LLC238,720$7.8M0.16%2025-12-31
92Boyd Wealth Management, LLC230,030$7.5M0.15%2025-12-31
93Nicholas Hoffman & Company, LLC.229,295$7.5M0.15%2025-12-31
94SIERRA OCEAN, LLC225,814$7.4M0.15%2025-12-31
95ARKANSAS FINANCIAL GROUP, INC.225,694$7.4M0.15%2025-12-31
96Sherwood Financial Partners, LLC223,677$7.3M0.15%2025-12-31
97JANE STREET GROUP, LLC220,927$7.2M0.14%2025-12-31
98Payne Capital Management, LLC217,412$7.1M0.14%2025-12-31
99Courage Miller Partners, LLC208,440$6.8M0.14%2025-12-31
100Ackerman Capital Advisors, LLC205,547$6.7M0.13%2025-12-31
101L2 Asset Management, LLC204,827$6.7M0.13%2025-12-31
102Beacon Pointe Advisors, LLC202,059$6.6M0.13%2025-12-31
103Strid Group, LLC202,049$6.6M0.13%2025-12-31
104Cornerstone Wealth Advisors, Inc.194,635$6.4M0.13%2025-12-31
105Johnson Financial Group, LLC191,573$6.3M0.12%2025-12-31
106Almanack Investment Partners, LLC.188,219$6.2M0.12%2025-12-31
107WBH ADVISORY INC187,394$6.1M0.12%2025-12-31
108RAYMOND JAMES FINANCIAL INC186,447$6.1M0.12%2025-12-31
109POWER WEALTH MANAGEMENT LLC185,275$6.1M0.12%2025-12-31
110Guardian Financial Partners, LLC184,556$6.0M0.12%2025-12-31
111ZACKS INVESTMENT MANAGEMENT182,782$6.0M0.12%2025-12-31
112BERKSHIRE ASSET MANAGEMENT LLC/PA181,527$5.9M0.12%2025-12-31
113St. Louis Trust Co180,225$5.9M0.12%2025-12-31
114Atria Investments, Inc176,712$5.8M0.11%2025-12-31
115LifePlan Investment Advisors, Inc.175,217$5.7M0.11%2025-12-31
116Murphy, Middleton, Hinkle & Parker, Inc.20,731$5.6M0.01%2025-12-31
117Kestra Advisory Services, LLC171,355$5.6M0.11%2025-12-31
118RWA WEALTH PARTNERS, LLC168,339$5.5M0.11%2025-12-31
119PINKERTON WEALTH, LLC166,628$5.5M0.11%2025-12-31
120JFS WEALTH ADVISORS, LLC164,095$5.4M0.11%2025-12-31
121PATRIOT INVESTMENT MANAGEMENT GROUP, INC.163,469$5.4M0.11%2025-12-31
122AXXCESS WEALTH MANAGEMENT, LLC161,337$5.3M0.10%2025-12-31
123Brightwater Advisory LLC160,459$5.3M0.10%2025-12-31
124Rockbridge Investment Management, LCC160,258$5.2M0.10%2025-12-31
125Parallel Advisors, LLC159,786$5.2M0.10%2025-12-31
126EP Wealth Advisors, LLC158,942$5.2M0.10%2025-12-31
127MAI Capital Management157,923$5.2M0.10%2025-12-31
128Fairway Financial, LLC157,772$5.2M0.10%2025-12-31
129Joule Financial, LLC156,365$5.1M0.10%2025-12-31
130Wakefield Asset Management LLLP155,159$5.1M0.10%2025-12-31
131MISSION WEALTH MANAGEMENT, LP154,337$5.1M0.10%2025-12-31
132FIDELIS iM, LLC154,023$5.0M0.10%2025-12-31
133Perigon Wealth Management, LLC153,314$5.0M0.10%2025-12-31
134Texas Yale Capital Corp.152,040$5.0M0.10%2025-12-31
135CLIFTONLARSONALLEN WEALTH ADVISORS, LLC151,826$5.0M0.10%2025-12-31
136Bangor Savings Bank150,665$4.9M0.10%2025-12-31
137BANK OF AMERICA CORP /DE/150,387$4.9M0.10%2025-12-31
138MML INVESTORS SERVICES, LLC149,948$4.9M0.10%2025-12-31
139Upper Left Wealth Management, LLC147,746$4.8M0.09%2025-12-31
140Marotta Asset Management144,223$4.7M0.09%2025-12-31
141STIFEL FINANCIAL CORP142,985$4.7M0.09%2025-12-31
142Farther Finance Advisors, LLC142,260$4.7M0.09%2025-12-31
143Sightline Wealth Advisors, LLC141,438$4.6M0.09%2025-12-31
144Bishop & Co Investment Management, LLC139,871$4.6M0.09%2025-12-31
145Plum Street Advisors, LLC139,650$4.6M0.09%2025-12-31
146Fortis Capital Management LLC139,072$4.6M0.09%2025-12-31
147RKL Wealth Management LLC136,526$4.5M0.09%2025-12-31
148SHERMAN PORFOLIOS, LLC134,105$4.4M0.09%2025-12-31
149Sunbelt Securities, Inc.131,407$4.3M0.08%2025-12-31
150White & Co Financial Planning Inc130,252$4.3M0.08%2025-12-31
151Christensen, King & Associates Investment Services, Inc.125,973$4.1M0.08%2025-12-31
152NATIONS FINANCIAL GROUP INC, /IA/ /ADV125,284$4.1M0.08%2025-12-31
153Vivaldi Capital Management LP124,943$4.1M0.08%2025-12-31
154Miracle Mile Advisors, LLC124,601$4.1M0.08%2025-12-31
155Creekside Partners124,237$4.1M0.08%2025-12-31
156Ethos Financial Group, LLC123,942$4.1M0.08%2025-12-31
157Jacobs Equity LLC123,361$4.0M0.08%2025-12-31
158Bogart Wealth, LLC122,909$4.0M0.08%2025-12-31
159Apollon Wealth Management, LLC120,853$4.0M0.08%2025-12-31
160BARTLETT & CO. WEALTH MANAGEMENT LLC120,022$3.9M0.08%2025-12-31
161WealthShield Partners, LLC119,803$3.9M0.08%2025-12-31
162Cape Investment Advisory, Inc.118,942$3.9M0.08%2025-12-31
163ZynergyRetirementPlanningLLC118,623$3.9M0.08%2025-12-31
164Cascade Financial Partners, LLC118,468$3.9M0.08%2025-12-31
165Ausdal Financial Partners, Inc.118,328$3.9M0.07%2025-12-31
166Asset Allocation Strategies LLC117,892$3.9M0.07%2025-12-31
167Bank of New York Mellon Corp113,775$3.7M0.07%2025-12-31
168Accurate Wealth Management, LLC108,607$3.7M0.07%2025-12-31
169Pioneer Wealth Management Group111,045$3.6M0.07%2025-12-31
170Fort Point Capital Partners LLC105,794$3.6M0.07%2025-12-31
171Seek First Inc.110,931$3.6M0.07%2025-12-31
172BRANDYWINE OAK PRIVATE WEALTH LLC110,895$3.6M0.07%2025-12-31
173Gleason Group, Inc.110,710$3.6M0.07%2025-12-31
174MYECFO, LLC109,901$3.6M0.07%2025-12-31
175OLD MISSION CAPITAL LLC109,671$3.6M0.07%2025-12-31
176BlackRock, Inc.109,535$3.6M0.07%2025-12-31
177UNITED CAPITAL FINANCIAL ADVISORS, LLC108,955$3.6M0.07%2025-12-31
178Destination Wealth Management106,569$3.5M0.07%2025-12-31
179Kathmere Capital Management, LLC105,488$3.5M0.07%2025-12-31
180Dakota Wealth Management104,065$3.4M0.07%2025-12-31
181Omega Financial Group, LLC102,205$3.3M0.06%2025-12-31
182Strategic Financial Planning, Inc.101,832$3.3M0.06%2025-12-31
183CITIGROUP INC99,546$3.3M0.06%2025-12-31
184Lee Financial Co97,708$3.2M0.06%2025-12-31
185GeoWealth Management, LLC97,659$3.2M0.06%2025-12-31
186Koesten, Hirschmann & Crabtree, INC.97,383$3.2M0.06%2025-12-31
187BCK Partners, Inc.97,118$3.2M0.06%2025-12-31
188Bleakley Financial Group, LLC96,026$3.1M0.06%2025-12-31
189TPG Advisors LLC92,856$3.0M0.06%2025-12-31
190GREAT VALLEY ADVISOR GROUP, INC.91,781$3.0M0.06%2025-12-31
191Curbstone Financial Management Corp91,500$3.0M0.06%2025-12-31
192Quantinno Capital Management LP91,338$3.0M0.06%2025-12-31
193LEAVELL INVESTMENT MANAGEMENT, INC.91,127$3.0M0.06%2025-12-31
194Orcam Financial Group89,737$2.9M0.06%2025-12-31
195Badgley Phelps Wealth Managers, LLC89,637$2.9M0.06%2025-12-31
196Sollinda Capital Management LLC89,582$2.9M0.06%2025-12-31
197North Forty Two & Co.88,610$2.9M0.05%2025-12-31
198Ifrah Financial Services, Inc.88,529$2.9M0.05%2025-12-31
199Arnold Financial Planning LLC86,958$2.8M0.05%2025-12-31
200Kingsview Wealth Management, LLC86,819$2.8M0.05%2025-12-31
201Sequoia Financial Advisors, LLC86,401$2.8M0.05%2025-12-31
202FAS Wealth Partners, Inc.85,639$2.8M0.05%2025-12-31
203HENGEHOLD CAPITAL MANAGEMENT LLC85,362$2.8M0.05%2025-12-31
204Private Advisor Group, LLC85,173$2.8M0.05%2025-12-31
205AllSquare Wealth Management LLC83,244$2.8M0.05%2025-12-31
206Mutual Advisors, LLC82,130$2.7M0.05%2025-12-31
207HOWARD FINANCIAL SERVICES, LTD.81,886$2.7M0.05%2025-12-31
208Holistic Financial Partners81,539$2.7M0.05%2025-12-31
209Asset Management Group, Inc.80,922$2.7M0.05%2025-12-31
210Arcataur Capital Management LLC80,135$2.6M0.05%2025-12-31
211MBE Wealth Management, LLC79,350$2.6M0.05%2025-12-31
212GRIMES & COMPANY, INC.78,705$2.6M0.05%2025-12-31
213Goldstone Financial Group, LLC78,642$2.6M0.05%2025-12-31
214SNS Financial Group, LLC78,342$2.6M0.05%2025-12-31
215BCS Wealth Management77,312$2.5M0.05%2025-12-31
216Etesian Wealth Advisors, Inc.77,139$2.5M0.05%2025-12-31
217Williams Financial, LLC76,782$2.5M0.05%2025-12-31
218Chesapeake Wealth Management75,841$2.5M0.05%2025-12-31
219Tortoise Investment Management, LLC75,116$2.5M0.05%2025-12-31
220RITHOLTZ WEALTH MANAGEMENT73,510$2.4M0.04%2025-12-31
221Curtis Advisory Group, LLC72,990$2.4M0.04%2025-12-31
222Diversified Trust Co72,925$2.4M0.04%2025-12-31
223LODESTAR PRIVATE ASSET MANAGEMENT LLC72,713$2.4M0.04%2025-12-31
224NewEdge Advisors, LLC71,670$2.3M0.04%2025-12-31
225Breakwater Investment Management71,528$2.3M0.04%2025-12-31
226Walkner Condon Financial Advisors LLC71,435$2.3M0.04%2025-12-31
227Oakwell Private Wealth Management, LLC70,151$2.3M0.04%2025-12-31
228INTEGRITY ALLIANCE, LLC.70,080$2.3M0.04%2025-12-31
229Nikulski Financial, Inc.69,269$2.3M0.04%2025-12-31
230Roberts Wealth Advisors, LLC69,055$2.3M0.04%2025-12-31
231World Investment Advisors68,959$2.3M0.04%2025-12-31
232Cambridge Financial Group, LLC77,979$2.3M0.05%2025-12-31
233Diversified Enterprises, LLC68,900$2.3M0.04%2025-12-31
234Allen Capital Group, LLC68,774$2.3M0.04%2025-12-31
235HANCOCK WHITNEY CORP68,181$2.2M0.04%2025-12-31
236Valmark Advisers, Inc.67,742$2.2M0.04%2025-12-31
237Avior Wealth Management, LLC66,902$2.2M0.04%2025-12-31
238Embree Financial Group64,507$2.1M0.04%2025-12-31
239Blankinship & Foster, LLC64,103$2.1M0.04%2025-12-31
240Focus Financial Network, Inc.64,010$2.1M0.04%2025-12-31
241AQR CAPITAL MANAGEMENT LLC62,172$2.0M0.04%2025-12-31
242Schneider Downs Wealth Management Advisors, LP61,510$2.0M0.04%2025-12-31
243AMI INVESTMENT MANAGEMENT INC61,203$2.0M0.04%2025-12-31
244CAP Partners, LLC60,656$2.0M0.04%2025-12-31
245STEVENS CAPITAL PARTNERS59,995$2.0M0.04%2025-12-31
246James J. Burns & Company, LLC59,816$2.0M0.04%2025-12-31
247UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC55,958$2.0M0.03%2025-12-31
248CoreCap Advisors, LLC59,636$2.0M0.04%2025-12-31
249Anchor Investment Management, LLC59,271$1.9M0.04%2025-12-31
250Allworth Financial LP58,159$1.9M0.03%2025-12-31
251WEST PACES ADVISORS INC.58,581$1.9M0.03%2025-12-31
252THOMPSON INVESTMENT MANAGEMENT, INC.57,534$1.9M0.03%2025-12-31
253Valeo Financial Advisors, LLC57,145$1.9M0.03%2025-12-31
254Veridan Wealth LLC54,463$1.8M0.03%2025-12-31
255Meramec Financial Planners, LLC50,672$1.8M0.03%2025-12-31
256Capital Investment Advisory Services, LLC52,488$1.7M0.03%2025-12-31
257Passive Capital Management, LLC.52,357$1.7M0.03%2025-12-31
258Elevated Financial Group LLC51,013$1.7M0.03%2025-12-31
259Soltis Investment Advisors LLC50,587$1.7M0.03%2025-12-31
260Global Retirement Partners, LLC50,432$1.7M0.03%2025-12-31
261Bell Investment Advisors, Inc50,414$1.7M0.03%2025-12-31
262BAILARD, INC.50,347$1.6M0.03%2025-12-31
263Aptus Capital Advisors, LLC50,087$1.6M0.03%2025-12-31
264Indie Asset Partners, LLC49,718$1.6M0.03%2025-12-31
265Rialto Wealth Management, LLC48,079$1.6M0.03%2025-12-31
266Clay Northam Wealth Management, LLC47,556$1.6M0.03%2025-12-31
267Mill Creek Capital Advisors, LLC47,130$1.5M0.03%2025-12-31
268Armor Investment Advisors, LLC47,104$1.5M0.03%2025-12-31
269Athena Investment Management46,474$1.5M0.03%2025-12-31
270Noble Family Wealth, LLC46,033$1.5M0.03%2025-12-31
271Modera Wealth Management, LLC45,229$1.5M0.03%2025-12-31
272QUADRANT CAPITAL GROUP LLC44,766$1.5M0.03%2025-12-31
273Payne Capital LLC44,392$1.5M0.02%2025-12-31
274HB Wealth Management, LLC43,223$1.4M0.02%2025-12-31
275OneDigital Investment Advisors LLC43,196$1.4M0.02%2025-12-31
276Greenline Partners, LLC42,815$1.4M0.02%2025-12-31
277SILVER OAK SECURITIES, INCORPORATED42,694$1.4M0.02%2025-12-31
278Roundview Capital LLC42,373$1.4M0.02%2025-12-31
279Foster Group, Inc.41,899$1.4M0.02%2025-12-31
280JAMES INVESTMENT RESEARCH, INC.41,661$1.4M0.02%2025-12-31
281Alpha Omega Wealth Management LLC41,349$1.4M0.02%2025-12-31
282CONTINENTAL INVESTORS SERVICES, INC.38,106$1.4M0.02%2025-12-31
283Ignite Planners, LLC38,862$1.3M0.02%2025-12-31
284CREATIVE FINANCIAL DESIGNS INC /ADV40,432$1.3M0.02%2025-12-31
285Values Added Financial LLC40,070$1.3M0.02%2025-12-31
286OLIO Financial Planning39,868$1.3M0.02%2025-12-31
287GOLDMAN SACHS GROUP INC39,815$1.3M0.02%2025-12-31
288Johnson Bixby & Associates, LLC39,813$1.3M0.02%2025-12-31
289Windward Private Wealth Management Inc.39,701$1.3M0.02%2025-12-31
290TRUST POINT INC.39,468$1.3M0.02%2025-12-31
291Laird Norton Wetherby Trust Company, LLC39,199$1.3M0.02%2025-12-31
292Madden Advisory Services, Inc.38,969$1.3M0.02%2025-12-31
293KILEY JUERGENS WEALTH MANAGEMENT, LLC38,939$1.3M0.02%2025-12-31
294Vise Technologies, Inc.38,779$1.3M0.02%2025-12-31
295Emerald Advisors, LLC38,603$1.3M0.02%2025-12-31
296FSM Wealth Advisors, LLC38,100$1.2M0.02%2025-12-31
297Bond & Devick Financial Network, Inc.38,000$1.2M0.02%2025-12-31
298Disciplined Investors, L.L.C.37,988$1.2M0.02%2025-12-31
299SeaCrest Wealth Management, LLC36,831$1.2M0.02%2025-12-31
300Ironwood Wealth Management, LLC.37,554$1.2M0.02%2025-12-31
301Concurrent Investment Advisors, LLC36,983$1.2M0.02%2025-12-31
302LOWE BROCKENBROUGH & CO INC36,713$1.2M0.02%2025-12-31
303Sunburst Financial Group, LLC36,534$1.2M0.02%2025-12-31
304IFP Advisors, Inc35,808$1.2M0.02%2025-12-31
305MONEYWISE, INC.35,729$1.2M0.02%2025-12-31
306Empower Advisory Group, LLC35,642$1.2M0.02%2025-12-31
307Global Financial Private Client, LLC35,316$1.2M0.02%2025-12-31
308Armbruster Capital Management, Inc.35,170$1.2M0.02%2025-12-31
309CAHILL FINANCIAL ADVISORS INC34,861$1.1M0.02%2025-12-31
310L.K. Benson & Company, P.C.34,839$1.1M0.02%2025-12-31
311TRUIST FINANCIAL CORP34,733$1.1M0.02%2025-12-31
312Wilkins Miller Wealth Management, LLC34,489$1.1M0.02%2025-12-31
313Savvy Advisors, Inc.34,398$1.1M0.02%2025-12-31
314Chicago Partners Investment Group LLC32,449$1.1M0.02%2025-12-31
315Strategic Blueprint, LLC33,475$1.1M0.02%2025-12-31
316LYELL WEALTH MANAGEMENT, LP33,335$1.1M0.02%2025-12-31
317TUDOR INVESTMENT CORP ET AL32,784$1.1M0.02%2025-12-31
318Whitcomb & Hess, Inc.31,254$1.1M0.02%2025-12-31
319Focus Partners Advisor Solutions, LLC32,563$1.1M0.02%2025-12-31
320Simplicity Wealth,LLC32,339$1.1M0.02%2025-12-31
321Alaska Wealth Advisors32,237$1.1M0.02%2025-12-31
322Tradition Wealth Management, LLC32,152$1.1M0.02%2025-12-31
323Navigation Wealth Management, Inc.32,036$1.0M0.02%2025-12-31
324KEYVANTAGE WEALTH, LLC32,035$1.0M0.02%2025-12-31
325Fort Vancouver Investment Management, LLC31,590$1.0M0.02%2025-12-31
326C M BIDWELL & ASSOCIATES LTD31,404$1.0M0.02%2025-12-31
327BANK OF MONTREAL /CAN/31,293$1.0M0.02%2025-12-31
328OXFORD FINANCIAL GROUP, LTD. LLC31,160$1.0M0.02%2025-12-31
329Element Wealth, LLC30,673$1.0M0.02%2025-12-31
330Fortis Capital Advisors, LLC30,252$990.8K0.02%2025-12-31
331Belpointe Asset Management LLC30,252$990.8K0.02%2025-12-31
332WJ Financial Advisors LLC29,869$978.2K0.02%2025-12-31
333Orion Porfolio Solutions, LLC29,830$976.9K0.02%2025-12-31
334EverSource Wealth Advisors, LLC29,753$974.4K0.02%2025-12-31
335Fearless Solutions, LLC dba Best Invest29,672$971.8K0.02%2025-12-31
336American Investment Services, Inc.29,486$965.7K0.01%2025-12-31
337Morling Financial Advisors, LLC29,392$962.6K0.01%2025-12-31
338M1 Capital Management LLC29,155$954.8K0.01%2025-12-31
339FinDec Wealth Services, Inc.29,017$950.3K0.01%2025-12-31
340Vawter Financial, Ltd.28,787$942.8K0.01%2025-12-31
341SEI INVESTMENTS CO28,542$934.8K0.01%2025-12-31
342Equitable Holdings, Inc.28,402$930.2K0.01%2025-12-31
343FIFTH THIRD BANCORP28,240$924.9K0.01%2025-12-31
344WATERSHED PRIVATE WEALTH LLC28,164$922.4K0.01%2025-12-31
345CIBC Private Wealth Group LLC27,947$915.3K0.01%2025-12-31
346WorthPointe, LLC27,875$912.9K0.01%2025-12-31
347ALTFEST L J & CO INC27,827$911.3K0.01%2025-12-31
348Argos Wealth Advisors, LLC27,785$910.0K0.01%2025-12-31
349WHITTIER TRUST CO26,631$903.9K0.01%2025-12-31
350Per Stirling Capital Management, LLC.27,558$902.5K0.01%2025-12-31
351Westmount Partners, LLC27,508$900.9K0.01%2025-12-31
352Csenge Advisory Group27,467$899.5K0.01%2025-12-31
353Merit Financial Group, LLC27,185$890.3K0.01%2025-12-31
354Clearwater Capital Advisors, LLC27,143$888.9K0.01%2025-12-31
355Broadview Financial Management, LLC27,085$887.0K0.01%2025-12-31
356WLTH Capital Management, LLC25,095$883.3K0.01%2025-12-31
357CVA Family Office, LLC26,930$881.9K0.01%2025-12-31
358Balboa Wealth Partners26,168$857.0K0.01%2025-12-31
359OneAscent Financial Services LLC26,025$852.3K0.01%2025-12-31
360Brookstone Capital Management25,970$850.5K0.01%2025-12-31
361Kearns & Associates LLC25,848$846.6K0.01%2025-12-31
362Everhart Financial Group, Inc.25,657$840.3K0.01%2025-12-31
363Koshinski Asset Management, Inc.25,406$832.0K0.01%2025-12-31
364Sigma Planning Corp25,398$831.8K0.01%2025-12-31
365Firestone Capital Management25,389$831.5K0.01%2025-12-31
366BOURGEON CAPITAL MANAGEMENT LLC25,331$829.6K0.01%2025-12-31
367Smartleaf Asset Management LLC25,277$828.3K0.01%2025-12-31
368Phil A. Younker & Associates, Ltd.25,180$824.6K0.01%2025-12-31
369BLAIR WILLIAM & CO/IL25,120$822.7K0.01%2025-12-31
370NORTHERN TRUST CORP24,911$815.8K0.01%2025-12-31
371Baird Financial Group, Inc.24,858$814.1K0.01%2025-12-31
372Murphy & Mullick Capital Management Corp24,698$808.9K0.01%2025-12-31
373Vestwell Advisors, LLC2,389$797.3K0.00%2025-12-31
374Tempus Wealth Planning, LLC24,327$796.7K0.01%2025-12-31
375Fonville Wealth Management LLC24,292$795.6K0.01%2025-12-31
376Sand Hill Global Advisors, LLC24,140$790.6K0.01%2025-12-31
377SAGE FINANCIAL GROUP INC24,113$789.7K0.01%2025-12-31
378RFG Advisory, LLC23,851$781.1K0.01%2025-12-31
379FFT WEALTH MANAGEMENT LLC23,753$777.9K0.01%2025-12-31
380Parsonex Advisory Services, Inc.23,494$769.4K0.01%2025-12-31
381HHM Wealth Advisors, LLC23,488$769.2K0.01%2025-12-31
382Ameritas Investment Partners, Inc.23,209$760.1K0.01%2025-12-31
383Valued Wealth Advisors LLC22,945$751.4K0.01%2025-12-31
384FIRST MANHATTAN CO. LLC.22,887$749.5K0.01%2025-12-31
385MCF Advisors LLC22,695$743.3K0.01%2025-12-31
386COMMERCE BANK22,663$742.2K0.01%2025-12-31
387Asset Dedication, LLC22,633$741.2K0.01%2025-12-31
388Squarepoint Ops LLC22,065$722.6K0.01%2025-12-31
389GLENMEDE TRUST CO NA22,044$721.9K0.01%2025-12-31
390BCWM, LLC21,976$719.7K0.01%2025-12-31
391Advisory Services Network, LLC21,844$715.4K0.01%2025-12-31
392FC Advisory LLC21,813$714.4K0.01%2025-12-31
393PNC Financial Services Group, Inc.21,763$712.7K0.01%2025-12-31
394Rockefeller Capital Management L.P.21,761$712.7K0.01%2025-12-31
395Fragasso Financial Advisors Inc21,090$690.7K0.01%2025-12-31
396Y-Intercept (Hong Kong) Ltd20,963$686.5K0.01%2025-12-31
397Avant Financial Advisors LLC20,849$682.8K0.01%2025-12-31
398Clearview Wealth Advisors LLC20,830$682.2K0.01%2025-12-31
399Summit Financial, LLC20,731$678.9K0.01%2025-12-31
400Brooklyn Investment Group20,789$678.8K0.01%2025-12-31
401Aegis Wealth Management LLC20,669$676.9K0.01%2025-12-31
402O'SHAUGHNESSY ASSET MANAGEMENT, LLC20,640$676.0K0.01%2025-12-31
403Balefire, LLC20,088$657.9K0.01%2025-12-31
404RIVER'S EDGE WEALTH MANAGEMENT, LLC18,572$653.7K0.01%2025-12-31
405Falcon Wealth Planning19,897$651.6K0.01%2025-12-31
406Directional Asset Management19,813$648.9K0.01%2025-12-31
407COLDSTREAM CAPITAL MANAGEMENT INC19,727$646.1K0.01%2025-12-31
408COMERICA BANK19,549$640.2K0.01%2025-12-31
409IF Advisors, LLC19,403$635.4K0.01%2025-12-31
410Elwood & Goetz Wealth Advisory Group, LLC19,395$635.2K0.01%2025-12-31
411Elser Financial Planning, Inc19,374$634.5K0.01%2025-12-31
412Rosenberg Matthew Hamilton19,233$629.9K0.01%2025-12-31
413Sentinus, LLC19,114$626.0K0.01%2025-12-31
414NorthRock Partners, LLC18,497$605.8K0.01%2025-12-31
415Coastwise Capital Group, LLC18,354$601.1K0.01%2025-12-31
416FF Advisors,LLC18,276$598.5K0.01%2025-12-31
417HORAN Wealth, LLC18,127$593.7K0.01%2025-12-31
418PDS Planning, Inc18,072$591.9K0.01%2025-12-31
419Meeder Advisory Services, Inc.18,065$591.6K0.01%2025-12-31
420Sachetta, LLC18,041$590.8K0.01%2025-12-31
421BWM Planning, LLC17,828$583.9K0.01%2025-12-31
422RESTON WEALTH MANAGEMENT LLC17,814$583.4K0.01%2025-12-31
423Abacus Planning Group, Inc.17,480$572.5K0.01%2025-12-31
424Wealthfront Advisers LLC17,363$568.6K0.01%2025-12-31
425Clarity Capital Advisors, LLC17,178$562.6K0.01%2025-12-31
426Cherry Tree Wealth Management, LLC17,173$562.4K0.01%2025-12-31
427SYM FINANCIAL Corp17,166$562.2K0.01%2025-12-31
428Laraway Financial Advisors Inc17,148$561.6K0.01%2025-12-31
429BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC16,855$552.0K0.01%2025-12-31
430WealthPlan Investment Management, LLC16,845$551.7K0.01%2025-12-31
431Smith Partners Wealth Management, LLC16,787$549.8K0.01%2025-12-31
432Modus Advisors, LLC16,703$547.0K0.01%2025-12-31
433Apella Capital, LLC16,623$544.4K0.01%2025-12-31
434Acropolis Investment Management, LLC16,512$540.8K0.01%2025-12-31
435Modern Wealth Management, LLC16,494$540.2K0.01%2025-12-31
436ACT WEALTH MANAGEMENT, LLC16,458$539.0K0.01%2025-12-31
437Gambit Capital Management, LLC16,283$533.3K0.01%2025-12-31
438CHOREO, LLC16,218$531.5K0.01%2025-12-31
439Lido Advisors, LLC15,870$527.7K0.01%2025-12-31
440Wilson & Boucher Capital Management, LLC16,107$527.5K0.01%2025-12-31
441VALLEY FORGE INVESTMENT CONSULTANTS INC ADV15,981$523.4K0.01%2025-12-31
442Worth Asset Management, LLC15,860$519.4K0.01%2025-12-31
443SFMG, LLC15,858$519.4K0.01%2025-12-31
444One Capital Management, LLC15,595$510.7K0.01%2025-12-31
445Victrix Investment Advisors15,578$510.2K0.01%2025-12-31
446NFP Retirement, Inc.15,211$507.6K0.01%2025-12-31
447Advyzon Investment Management, LLC15,440$505.6K0.01%2025-12-31
448Oldfather Financial Services, LLC15,400$504.4K0.01%2025-12-31
449Red Door Wealth Management, LLC15,360$503.0K0.01%2025-12-31
450Sterling Financial Planning, Inc.15,235$499.0K0.01%2025-12-31
451NICOLET BANKSHARES INC15,092$494.3K0.01%2025-12-31
452BIP Wealth, LLC14,943$489.4K0.01%2025-12-31
453Schoolcraft Capital LLC14,893$487.8K0.01%2025-12-31
454EVERMAY WEALTH MANAGEMENT LLC14,801$484.7K0.00%2025-12-31
455United Advisor Group, LLC14,716$481.9K0.00%2025-12-31