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 808524763

SCHWAB STRATEGIC TR

398 institutions · $7.06B total · 224,704,366 shares

#ManagerSharesValue% of TotalPeriod
1CHARLES SCHWAB INVESTMENT MANAGEMENT INC179,435,936$5.65B79.85%2025-12-31
2WADDELL & ASSOCIATES, LLC2,823,762$89.0M1.25%2025-12-31
3Steele Capital Management, Inc.2,047,126$64.5M0.91%2025-12-31
4Prairiewood Capital, LLC1,989,955$62.7M0.88%2025-12-31
5Clarius Group, LLC1,889,725$59.5M0.84%2025-12-31
6VANTAGEPOINT INVESTMENT ADVISERS LLC1,566,243$49.4M0.69%2025-12-31
7UBS Group AG1,428,456$45.0M0.63%2025-12-31
8MORGAN STANLEY1,264,753$39.9M0.56%2025-12-31
9MOLLER WEALTH PARTNERS1,217,660$38.4M0.54%2025-12-31
10Riverpoint Wealth Management Holdings, LLC1,142,826$36.0M0.50%2025-12-31
11Solitude Financial Services999,593$31.5M0.44%2025-12-31
12Ironwood Investment Counsel, LLC988,333$31.1M0.43%2025-12-31
13AMERIPRISE FINANCIAL INC959,761$30.2M0.42%2025-12-31
14Resonant Capital Advisors, LLC920,862$29.0M0.40%2025-12-31
15AlphaCore Capital LLC902,501$28.4M0.40%2025-12-31
16First Pacific Financial892,877$28.1M0.39%2025-12-31
17Trilogy Capital Inc.737,096$23.2M0.32%2025-12-31
18Gemmer Asset Management LLC640,871$20.2M0.28%2025-12-31
19OSAIC HOLDINGS, INC.638,893$20.1M0.28%2025-12-31
20Bell Investment Advisors, Inc635,328$20.0M0.28%2025-12-31
21BANK OF AMERICA CORP /DE/599,521$18.9M0.26%2025-12-31
22Wealth Forward, LLC587,546$18.5M0.26%2025-12-31
23Cerity Partners LLC504,171$15.9M0.22%2025-12-31
24Goldstone Financial Group, LLC502,470$15.8M0.22%2025-12-31
25Mariner, LLC496,604$15.6M0.22%2025-12-31
26Shore Point Advisors, LLC599,669$15.2M0.26%2025-12-31
27Seven Springs Wealth Group, LLC469,967$14.8M0.20%2025-12-31
28LPL Financial LLC445,232$14.0M0.19%2025-12-31
29NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO430,999$13.6M0.19%2025-12-31
30Charles Schwab Trust Co403,256$12.7M0.17%2025-12-31
31MAI Capital Management387,376$12.2M0.17%2025-12-31
32Creative Planning367,138$11.6M0.16%2025-12-31
33COLLECTIVE FAMILY OFFICE LLC356,359$11.2M0.15%2025-12-31
34GSB Wealth Management, LLC331,598$10.4M0.14%2025-12-31
35Opes Wealth Management LLC310,481$9.8M0.13%2025-12-31
36Sound Stewardship, LLC301,204$9.5M0.13%2025-12-31
37Savant Capital, LLC298,827$9.4M0.13%2025-12-31
38Accredited Investors Inc.297,794$9.4M0.13%2025-12-31
39Arlington Financial Advisors, LLC295,147$9.3M0.13%2025-12-31
40Sanctuary Advisors, LLC316,228$9.1M0.14%2025-12-31
41HORAN Wealth, LLC285,732$9.0M0.12%2025-12-31
42Waverly Advisors, LLC281,555$8.9M0.12%2025-12-31
43NFP Retirement, Inc.278,883$8.7M0.12%2025-12-31
44GREAT VALLEY ADVISOR GROUP, INC.274,683$8.7M0.12%2025-12-31
45Pasadena Private Wealth, LLC233,079$7.3M0.10%2025-12-31
46Johnson Bixby & Associates, LLC214,633$6.8M0.09%2025-12-31
47EXENCIAL WEALTH ADVISORS, LLC206,110$6.5M0.09%2025-12-31
48Your Advocates Ltd., LLP203,476$6.4M0.09%2025-12-31
49Cetera Investment Advisers203,411$6.4M0.09%2025-12-31
50Focus Partners Advisor Solutions, LLC198,931$6.3M0.08%2025-12-31
51Winter & Associates, Inc.191,802$6.0M0.08%2025-12-31
52Marble Wealth, LLC190,639$6.0M0.08%2025-12-31
53McAdam, LLC190,350$6.0M0.08%2025-12-31
54RESTON WEALTH MANAGEMENT LLC187,394$5.9M0.08%2025-12-31
55WEALTH ENHANCEMENT ADVISORY SERVICES, LLC176,898$5.8M0.07%2025-12-31
56Private Advisor Group, LLC169,483$5.3M0.07%2025-12-31
57Focus Partners Wealth168,868$5.3M0.07%2025-12-31
58Kathmere Capital Management, LLC167,250$5.3M0.07%2025-12-31
59CABOT WEALTH MANAGEMENT INC166,885$5.3M0.07%2025-12-31
60Northland Capital Management LLC166,335$5.2M0.07%2025-12-31
61HighTower Advisors, LLC160,597$5.1M0.07%2025-12-31
62Foundations Investment Advisors, LLC155,983$4.9M0.06%2025-12-31
63Cresset Asset Management, LLC169,431$4.9M0.07%2025-12-31
64COMMONWEALTH EQUITY SERVICES, LLC152,447$4.8M0.06%2025-12-31
65Roof Eidam Maycock Peralta, LLC140,183$4.4M0.06%2025-12-31
66Brightwater Advisory LLC136,881$4.3M0.06%2025-12-31
67RAYMOND JAMES FINANCIAL INC135,444$4.3M0.06%2025-12-31
68FMR LLC130,596$4.1M0.05%2025-12-31
69MERCER GLOBAL ADVISORS INC /ADV130,494$4.1M0.05%2025-12-31
70Manske Wealth Management129,145$4.1M0.05%2025-12-31
71Capital Advantage, Inc.128,900$4.1M0.05%2025-12-31
72Hilltop Partners LLC127,038$4.0M0.05%2025-12-31
73INTEGRITY ALLIANCE, LLC.125,473$4.0M0.05%2025-12-31
74Texas Yale Capital Corp.122,200$3.9M0.05%2025-12-31
75Verum Partners LLC117,727$3.7M0.05%2025-12-31
76Womack Financial LLC116,519$3.7M0.05%2025-12-31
77Sowell Financial Services LLC114,859$3.6M0.05%2025-12-31
78CAPTRUST FINANCIAL ADVISORS108,221$3.4M0.04%2025-12-31
79Traub Capital Management LLC103,263$3.3M0.04%2025-12-31
80Corient Private Wealth LLC101,145$3.2M0.04%2025-12-31
81Quantinno Capital Management LP99,975$3.2M0.04%2025-12-31
82HHM Wealth Advisors, LLC97,286$3.1M0.04%2025-12-31
83Waterfront Wealth Inc.89,643$3.0M0.03%2025-12-31
84MATHER GROUP, LLC.93,489$2.9M0.04%2025-12-31
85Addison Advisors LLC88,939$2.8M0.03%2025-12-31
86Asset Allocation Strategies LLC84,632$2.7M0.03%2025-12-31
87QRG CAPITAL MANAGEMENT, INC.84,062$2.6M0.03%2025-12-31
88BCS Wealth Management83,479$2.6M0.03%2025-12-31
89Lido Advisors, LLC83,746$2.6M0.03%2025-12-31
90Royal Bank of Canada80,371$2.5M0.03%2025-12-31
91Farther Finance Advisors, LLC79,694$2.5M0.03%2025-12-31
92McGrath & Associates, Inc.78,267$2.5M0.03%2025-12-31
93Breakwater Capital Group76,782$2.4M0.03%2025-12-31
94Yoder Wealth Management, Inc.76,728$2.4M0.03%2025-12-31
95Argos Wealth Advisors, LLC75,840$2.4M0.03%2025-12-31
96SUSQUEHANNA INTERNATIONAL GROUP, LLP74,204$2.3M0.03%2025-12-31
97EQ WEALTH ADVISORS, LLC73,693$2.3M0.03%2025-12-31
98IFP Advisors, Inc73,558$2.3M0.03%2025-12-31
99CUTLER INVESTMENT COUNSEL LLC71,662$2.3M0.03%2025-12-31
100Founders Capital Management71,491$2.3M0.03%2025-12-31
101Kelman-Lazarov, Inc.69,405$2.2M0.03%2025-12-31
102MERIDIAN INVESTMENT COUNSEL INC.68,183$2.1M0.03%2025-12-31
103SIGNAL TREE FINANCIAL PARTNERS LLC67,805$2.1M0.03%2025-12-31
104Alpha Omega Wealth Management LLC66,415$2.1M0.02%2025-12-31
105LIBERTY SQUARE WEALTH PARTNERS LLC62,272$2.0M0.02%2025-12-31
106Main Street Financial Solutions, LLC62,094$2.0M0.02%2025-12-31
107Orion Porfolio Solutions, LLC61,915$2.0M0.02%2025-12-31
108Apollon Wealth Management, LLC60,751$1.9M0.02%2025-12-31
109AQR CAPITAL MANAGEMENT LLC59,930$1.9M0.02%2025-12-31
110Williams Financial, LLC56,523$1.8M0.02%2025-12-31
111EP Wealth Advisors, LLC55,665$1.8M0.02%2025-12-31
112Cedar Point Capital Partners, LLC55,640$1.8M0.02%2025-12-31
113Sequoia Financial Advisors, LLC55,610$1.8M0.02%2025-12-31
114Lakewood Asset Management LLC55,471$1.7M0.02%2025-12-31
115JPMORGAN CHASE & CO54,965$1.7M0.02%2025-12-31
116MARSHALL WACE, LLP51,887$1.6M0.02%2025-12-31
117CAHILL FINANCIAL ADVISORS INC50,982$1.6M0.02%2025-12-31
118Kaizen Financial Strategies50,144$1.6M0.02%2025-12-31
119VICUS CAPITAL49,807$1.6M0.02%2025-12-31
120SUMMITRY LLC48,417$1.5M0.02%2025-12-31
121Birchwood Financial Partners, Inc.47,121$1.5M0.02%2025-12-31
122BFI Wealth Solutions, LLC46,981$1.5M0.02%2025-12-31
123SILVER OAK SECURITIES, INCORPORATED44,419$1.4M0.01%2025-12-31
124True North Advisors, LLC43,832$1.4M0.01%2025-12-31
125ENVESTNET ASSET MANAGEMENT INC43,418$1.4M0.01%2025-12-31
126DDD Partners, LLC43,363$1.4M0.01%2025-12-31
127SageView Advisory Group, LLC41,938$1.3M0.01%2025-12-31
128Guardian Financial Partners, LLC40,754$1.3M0.01%2025-12-31
129Westmount Partners, LLC40,438$1.3M0.01%2025-12-31
130Cambridge Advisors Inc.40,336$1.3M0.01%2025-12-31
131Austin Wealth Management, LLC36,168$1.2M0.01%2025-12-31
132Wilmington Savings Fund Society, FSB37,686$1.2M0.01%2025-12-31
133Asset Dedication, LLC37,460$1.2M0.01%2025-12-31
134HOWARD FINANCIAL SERVICES, LTD.36,912$1.2M0.01%2025-12-31
135TUDOR INVESTMENT CORP ET AL36,845$1.2M0.01%2025-12-31
136HB Wealth Management, LLC36,133$1.1M0.01%2025-12-31
137Red Mountain Financial, LLC35,756$1.1M0.01%2025-12-31
138GOLDMAN SACHS GROUP INC35,550$1.1M0.01%2025-12-31
139Empirical Financial Services, LLC d.b.a. Empirical Wealth Management35,464$1.1M0.01%2025-12-31
140Wealthfront Advisers LLC34,899$1.1M0.01%2025-12-31
141CGN Advisors LLC34,786$1.1M0.01%2025-12-31
142Pinnacle Wealth Planning Services, Inc.34,090$1.1M0.01%2025-12-31
143MML INVESTORS SERVICES, LLC33,327$1.1M0.01%2025-12-31
144ProVise Management Group, LLC32,907$1.0M0.01%2025-12-31
145JONES FINANCIAL COMPANIES LLLP32,516$1.0M0.01%2025-12-31
146Engineers Gate Manager LP32,143$1.0M0.01%2025-12-31
147Brand Asset Management Group, Inc.31,677$998.2K0.01%2025-12-31
148Mutual Advisors, LLC30,967$975.8K0.01%2025-12-31
149Beacon Pointe Advisors, LLC30,755$969.1K0.01%2025-12-31
150Brio Consultants, LLC29,721$936.5K0.01%2025-12-31
151Ethos Financial Group, LLC29,075$916.2K0.01%2025-12-31
152Financial Architects, LLC28,225$889.4K0.01%2025-12-31
153LEAVELL INVESTMENT MANAGEMENT, INC.27,488$866.1K0.01%2025-12-31
154Dorsey & Whitney Trust CO LLC27,462$865.3K0.01%2025-12-31
155IEQ CAPITAL, LLC27,326$861.0K0.01%2025-12-31
156CIBC Private Wealth Group LLC25,708$810.1K0.01%2025-12-31
157Focus Financial Network, Inc.25,468$802.5K0.01%2025-12-31
158COMERICA BANK25,362$799.2K0.01%2025-12-31
159HARBOUR INVESTMENTS, INC.25,276$796.4K0.01%2025-12-31
160Washington Trust Advisors, Inc.25,004$787.9K0.01%2025-12-31
161STEPHENS INC /AR/23,653$745.3K0.01%2025-12-31
162TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV23,541$741.8K0.01%2025-12-31
163CVA Family Office, LLC23,479$739.8K0.01%2025-12-31
164 NEUBERGER BERMAN GROUP LLC23,468$739.5K0.01%2025-12-31
165Rockefeller Capital Management L.P.23,399$737.6K0.01%2025-12-31
166JMG Financial Group, Ltd.22,774$717.6K0.01%2025-12-31
167AXXCESS WEALTH MANAGEMENT, LLC22,639$713.4K0.01%2025-12-31
168Baird Financial Group, Inc.21,927$690.9K0.00%2025-12-31
169LBMC INVESTMENT ADVISORS, LLC21,854$688.6K0.00%2025-12-31
170Clarity Capital Advisors, LLC21,805$687.1K0.00%2025-12-31
171Austin Private Wealth, LLC21,355$672.9K0.00%2025-12-31
172Modera Wealth Management, LLC21,100$664.9K0.00%2025-12-31
173Bruce G. Allen Investments, LLC20,714$652.7K0.00%2025-12-31
174Quadcap Wealth Management, LLC20,314$640.1K0.00%2025-12-31
175Bristlecone Value Partners, LLC20,190$636.2K0.00%2025-12-31
176Vise Technologies, Inc.20,128$634.2K0.00%2025-12-31
177JOHNSON INVESTMENT COUNSEL INC19,996$630.1K0.00%2025-12-31
178Wingate Wealth Advisors, Inc.19,866$626.0K0.00%2025-12-31
179MILLENNIUM MANAGEMENT LLC19,701$620.8K0.00%2025-12-31
180Clay Northam Wealth Management, LLC19,320$608.8K0.00%2025-12-31
181Tempus Wealth Planning, LLC19,097$601.7K0.00%2025-12-31
182TANDEM CAPITAL MANAGEMENT CORP /ADV18,790$592.1K0.00%2025-12-31
183OLD NATIONAL BANCORP /IN/18,596$586.0K0.00%2025-12-31
184Chicago Partners Investment Group LLC17,206$579.8K0.00%2025-12-31
185Capital Investment Advisory Services, LLC18,178$572.8K0.00%2025-12-31
186Werba Rubin Papier Wealth Management18,163$572.3K0.00%2025-12-31
187Dynamic Advisor Solutions LLC18,007$567.4K0.00%2025-12-31
188J. L. Bainbridge & Co., Inc.17,998$567.1K0.00%2025-12-31
189Cambridge Financial Group, LLC18,284$543.0K0.00%2025-12-31
190Wedmont Private Capital16,519$538.5K0.00%2025-12-31
191Financial Synergies Wealth Advisors, Inc.16,913$532.9K0.00%2025-12-31
192BANK OF MONTREAL /CAN/16,500$519.9K0.00%2025-12-31
193BAILARD, INC.16,353$515.3K0.00%2025-12-31
19410Elms LLP16,294$513.4K0.00%2025-12-31
195Global Retirement Partners, LLC16,239$511.7K0.00%2025-12-31
196CIDEL ASSET MANAGEMENT INC16,091$507.0K0.00%2025-12-31
197Aspiring Ventures, LLC15,877$500.3K0.00%2025-12-31
198Root Financial Partners, LLC15,775$497.1K0.00%2025-12-31
199Clearview Wealth Advisors LLC15,765$496.7K0.00%2025-12-31
200LODESTAR PRIVATE ASSET MANAGEMENT LLC15,573$490.7K0.00%2025-12-31
201Larson Financial Group LLC15,122$476.5K0.00%2025-12-31
202PFG Advisors14,965$471.6K0.00%2025-12-31
203TWO SIGMA SECURITIES, LLC14,641$461.3K0.00%2025-12-31
204FIDUCIARY FINANCIAL GROUP, LLC14,212$447.8K0.00%2025-12-31
205CWA Asset Management Group, LLC14,066$443.2K0.00%2025-12-31
206Perigon Wealth Management, LLC13,896$437.9K0.00%2025-12-31
207Boyce & Associates Wealth Consulting, Inc.13,595$428.4K0.00%2025-12-31
208STIFEL FINANCIAL CORP13,299$419.1K0.00%2025-12-31
209Curi Capital, LLC13,222$416.6K0.00%2025-12-31
210RIVERCHASE WEALTH MANAGEMENT, LLC13,208$416.2K0.00%2025-12-31
211Red Door Wealth Management, LLC12,831$404.3K0.00%2025-12-31
212Capital Investment Advisors, LLC12,801$403.4K0.00%2025-12-31
213BlackRock, Inc.12,735$401.3K0.00%2025-12-31
214COZAD ASSET MANAGEMENT INC12,421$391.4K0.00%2025-12-31
215HARBOUR INVESTMENT MANAGEMENT LLC12,400$390.7K0.00%2025-12-31
216Auxano Advisors, LLC12,391$390.4K0.00%2025-12-31
217Lafayette Investments, Inc.12,326$388.4K0.00%2025-12-31
218O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,262$386.4K0.00%2025-12-31
219Caprock Group, LLC12,008$378.4K0.00%2025-12-31
220Directional Asset Management11,753$370.3K0.00%2025-12-31
221SAX WEALTH ADVISORS, LLC11,682$368.1K0.00%2025-12-31
222Creekside Partners11,679$368.0K0.00%2025-12-31
223Empower Advisory Group, LLC11,583$365.0K0.00%2025-12-31
224NorthRock Partners, LLC11,493$362.2K0.00%2025-12-31
225NOESIS CAPITAL MANGEMENT CORP11,334$357.1K0.00%2025-12-31
226SeaCrest Wealth Management, LLC10,823$352.8K0.00%2025-12-31
227VANGUARD GROUP INC10,954$345.2K0.00%2025-12-31
228Savvy Advisors, Inc.10,925$344.2K0.00%2025-12-31
229GLENMEDE TRUST CO NA10,904$343.6K0.00%2025-12-31
230Magnolia Private Wealth, LLC10,693$336.9K0.00%2025-12-31
231KCM INVESTMENT ADVISORS LLC10,661$335.9K0.00%2025-12-31
232Kestra Advisory Services, LLC10,618$334.6K0.00%2025-12-31
233ENTREWEALTH, LLC9,569$333.2K0.00%2025-12-31
234CLUNE & ASSOCIATES, LTD.10,372$326.8K0.00%2025-12-31
235Independent Advisor Alliance10,334$325.6K0.00%2025-12-31
236Clearstead Advisors, LLC10,199$321.4K0.00%2025-12-31
237Allworth Financial LP10,150$319.8K0.00%2025-12-31
238HUB Investment Partners, LLC9,940$313.2K0.00%2025-12-31
239TRUST POINT INC.9,880$311.3K0.00%2025-12-31
240Coastwise Capital Group, LLC9,719$306.2K0.00%2025-12-31
241Plan A Wealth LLC9,694$305.5K0.00%2025-12-31
242WHITTIER TRUST CO8,814$289.5K0.00%2025-12-31
243Symphony Financial, Ltd. Co.9,172$289.0K0.00%2025-12-31
244Paragon Capital Management LLC9,038$284.8K0.00%2025-12-31
245Paragon Capital Management Ltd9,005$283.7K0.00%2025-12-31
246EHRLICH FINANCIAL GROUP8,982$283.0K0.00%2025-12-31
247Fisher Asset Management, LLC8,865$279.3K0.00%2025-12-31
248Midwest Trust Co8,778$276.6K0.00%2025-12-31
249HOWE & RUSLING INC8,776$276.5K0.00%2025-12-31
250Freestone Capital Holdings, LLC8,671$273.2K0.00%2025-12-31
251Nicholas Hoffman & Company, LLC.8,623$271.7K0.00%2025-12-31
252PATRIOT INVESTMENT MANAGEMENT GROUP, INC.8,566$269.9K0.00%2025-12-31
253Smith Salley Wealth Management8,302$261.6K0.00%2025-12-31
254Regal Investment Advisors LLC8,295$261.4K0.00%2025-12-31
255Journey Advisory Group, LLC8,266$260.5K0.00%2025-12-31
256U.S. Capital Wealth Advisors, LLC8,255$260.1K0.00%2025-12-31
257OneAscent Wealth Management LLC8,218$258.9K0.00%2025-12-31
258CoreCap Advisors, LLC8,196$258.3K0.00%2025-12-31
259Continuum Advisory, LLC8,096$255.1K0.00%2025-12-31
260Sand Hill Global Advisors, LLC8,010$252.4K0.00%2025-12-31
261NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,851$247.4K0.00%2025-12-31
262EVERGREEN CAPITAL MANAGEMENT LLC7,824$246.5K0.00%2025-12-31
263Advisory Services Network, LLC7,706$242.8K0.00%2025-12-31
264UNITED CAPITAL FINANCIAL ADVISORS, LLC7,703$242.7K0.00%2025-12-31
265National Wealth Management Group, LLC7,683$242.1K0.00%2025-12-31
266Horizon Investment Services, LLC7,681$242.0K0.00%2025-12-31
267Valeo Financial Advisors, LLC7,646$240.9K0.00%2025-12-31
268BLAIR WILLIAM & CO/IL7,471$235.4K0.00%2025-12-31
269MONETA GROUP INVESTMENT ADVISORS LLC7,457$235.0K0.00%2025-12-31
270WealthCollab, LLC7,381$232.6K0.00%2025-12-31
271Sprinkle Financial Consultants LLC7,369$232.2K0.00%2025-12-31
272Brookstone Capital Management7,350$231.6K0.00%2025-12-31
273Cherry Tree Wealth Management, LLC7,342$231.3K0.00%2025-12-31
274FIRST FOUNDATION ADVISORS7,331$231.0K0.00%2025-12-31
275PATTEN & PATTEN INC/TN7,287$229.6K0.00%2025-12-31
276KLCM Advisors, Inc.7,211$227.2K0.00%2025-12-31
277Intelligence Driven Advisers, LLC7,210$227.2K0.00%2025-12-31
278MISSION WEALTH MANAGEMENT, LP7,206$227.1K0.00%2025-12-31
279Integrated Advisors Network LLC7,151$225.3K0.00%2025-12-31
280MORRIS FINANCIAL CONCEPTS, INC.7,014$221.0K0.00%2025-12-31
281Clark Asset Management, LLC7,000$220.6K0.00%2025-12-31
282Williams & Novak, LLC7,000$220.6K0.00%2025-12-31
283NORTHERN TRUST CORP6,953$219.1K0.00%2025-12-31
284RHS Financial, LLC6,946$218.9K0.00%2025-12-31
285Independence Wealth Advisors, LLC6,800$214.3K0.00%2025-12-31
286BELLEVUE ASSET MANAGEMENT, LLC6,786$213.9K0.00%2025-12-31
287Abound Wealth Management6,727$212.0K0.00%2025-12-31
288INTEGRAL INVESTMENT ADVISORS, INC.6,592$207.7K0.00%2025-12-31
289Parallel Advisors, LLC6,451$203.3K0.00%2025-12-31
290MBE Wealth Management, LLC6,420$202.3K0.00%2025-12-31
291Brooklyn Investment Group6,333$202.2K0.00%2025-12-31
292Arnold Financial Planning LLC6,348$200.0K0.00%2025-12-31
293PNC Financial Services Group, Inc.6,316$199.0K0.00%2025-12-31
294TRUIST FINANCIAL CORP6,239$196.6K0.00%2025-12-31
295MCF Advisors LLC5,693$179.4K0.00%2025-12-31
296Litman Gregory Wealth Management LLC5,680$179.0K0.00%2025-12-31
297Harbor Asset Planning, Inc.5,570$175.5K0.00%2025-12-31
298Johnson Financial Group, Inc.5,440$171.4K0.00%2025-12-31
299DHJJ Financial Advisors, Ltd.5,434$171.2K0.00%2025-12-31
300AdvisorNet Financial, Inc5,179$163.2K0.00%2025-12-31
301US BANCORP \DE\4,946$155.8K0.00%2025-12-31
302SIGNATUREFD, LLC4,805$151.4K0.00%2025-12-31
303TD Capital Management LLC4,752$149.8K0.00%2025-12-31
304FIFTH THIRD BANCORP4,612$145.3K0.00%2025-12-31
305ASSETMARK, INC4,508$142.0K0.00%2025-12-31
306Vermillion Wealth Management, Inc.4,373$137.8K0.00%2025-12-31
307SIGNATURE ESTATE & INVESTMENT ADVISORS LLC4,325$136.3K0.00%2025-12-31
308KELLEHER FINANCIAL ADVISORS4,324$136.2K0.00%2025-12-31
309Arax Advisory Partners4,270$134.5K0.00%2025-12-31
310Aptus Capital Advisors, LLC4,240$133.6K0.00%2025-12-31
311Red Tortoise LLC4,204$132.5K0.00%2025-12-31
312Ancora Advisors LLC4,079$128.5K0.00%2025-12-31
313BROWN BROTHERS HARRIMAN & CO4,048$127.6K0.00%2025-12-31
314Geneos Wealth Management Inc.4,044$127.4K0.00%2025-12-31
315Jackson Hole Capital Partners, LLC3,778$119.0K0.00%2025-12-31
316Private Wealth Asset Management, LLC3,333$105.0K0.00%2025-12-31
317Arlington Trust Co LLC2,930$92.3K0.00%2025-12-31
318Plante Moran Financial Advisors, LLC2,874$90.6K0.00%2025-12-31
319Murphy & Mullick Capital Management Corp2,756$86.8K0.00%2025-12-31
320Front Row Advisors LLC2,700$85.1K0.00%2025-12-31
321Integrity Financial Corp /WA2,696$85.0K0.00%2025-12-31
322AE Wealth Management LLC2,514$79.2K0.00%2025-12-31
323WELLS FARGO & COMPANY/MN2,504$78.9K0.00%2025-12-31
324CBIZ Investment Advisory Services, LLC2,490$78.5K0.00%2025-12-31
325Fairway Wealth LLC2,466$77.7K0.00%2025-12-31
326CREATIVE FINANCIAL DESIGNS INC /ADV2,449$77.2K0.00%2025-12-31
327BOK Financial Private Wealth, Inc.2,436$76.8K0.00%2025-12-31
328ELEVATE WEALTH ADVISORY, INC2,132$67.2K0.00%2025-12-31
329Activest Wealth Management2,123$66.9K0.00%2025-12-31
330FRANKLIN RESOURCES INC2,060$64.9K0.00%2025-12-31
331UMB Bank, n.a.1,900$59.9K0.00%2025-12-31
332Key Capital Management, INC1,880$59.2K0.00%2025-12-31
333Caitlin John, LLC1,806$56.9K0.00%2025-12-31
334Steward Partners Investment Advisory, LLC1,766$55.6K0.00%2025-12-31
335MidAtlantic Capital Management, Inc.1,585$49.9K0.00%2025-12-31
336FAS Wealth Partners, Inc.1,522$48.0K0.00%2025-12-31
337HOEY INVESTMENTS, INC1,504$47.4K0.00%2025-12-31
338FLAGSHIP HARBOR ADVISORS, LLC1,441$45.4K0.00%2025-12-31
339QUADRANT CAPITAL GROUP LLC1,440$45.4K0.00%2025-12-31
340Signature Resources Capital Management, LLC1,407$44.3K0.00%2025-12-31
341Luken Investment Analytics, LLC1,336$42.1K0.00%2025-12-31
342PFS Partners, LLC1,237$39.0K0.00%2025-12-31
343Triumph Capital Management1,212$38.2K0.00%2025-12-31
344ORG Partners LLC1,142$36.0K0.00%2025-12-31
345Financial Perspectives, Inc1,088$34.3K0.00%2025-12-31
346ADIRONDACK TRUST CO1,080$34.0K0.00%2025-12-31
347High Note Wealth, LLC1,068$33.7K0.00%2025-12-31
348BARTLETT & CO. WEALTH MANAGEMENT LLC972$30.6K0.00%2025-12-31
349Smartleaf Asset Management LLC959$30.6K0.00%2025-12-31
350CDKV HOLDINGS LLC919$29.0K0.00%2025-12-31
351NewEdge Advisors, LLC906$28.6K0.00%2025-12-31
352McIlrath & Eck, LLC883$27.8K0.00%2025-12-31
353Atlantic Union Bankshares Corp874$27.5K0.00%2025-12-31
354Russell Investments Group, Ltd.845$26.6K0.00%2025-12-31
355Hamilton Point Investment Advisors, LLC840$26.5K0.00%2025-12-31
356PHILLIPS FINANCIAL MANAGEMENT, LLC837$26.4K0.00%2025-12-31
357PINNEY & SCOFIELD, INC.767$24.2K0.00%2025-12-31
358UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC752$23.7K0.00%2025-12-31
359Lodestone Wealth Management LLC618$19.5K0.00%2025-12-31
360Crewe Advisors LLC613$19.3K0.00%2025-12-31
361Steigerwald, Gordon & Koch Inc.612$19.3K0.00%2025-12-31
362Dunhill Financial, LLC598$18.8K0.00%2025-12-31
363Key Financial Inc587$18.5K0.00%2025-12-31
364SJS Investment Consulting Inc.582$18.3K0.00%2025-12-31
365Intelligent Financial Strategies580$18.3K0.00%2025-12-31
366Planning Project LLC562$17.7K0.00%2025-12-31
367DiNuzzo Private Wealth, Inc.558$17.6K0.00%2025-12-31
368Empowered Funds, LLC553$17.4K0.00%2025-12-31
369IMA Advisory Services, Inc.542$17.1K0.00%2025-12-31
370Spire Wealth Management524$16.5K0.00%2025-12-31
371Kohmann Bosshard Financial Services, LLC504$15.9K0.00%2025-12-31
372HUNTINGTON NATIONAL BANK490$15.4K0.00%2025-12-31
373FOSTER & MOTLEY INC480,550$15.1K0.21%2025-12-31
374Salomon & Ludwin, LLC443$14.3K0.00%2025-12-31
375Sound Income Strategies, LLC384$13.0K0.00%2025-12-31
376Glassman Wealth Services410$12.9K0.00%2025-12-31
377Rialto Wealth Management, LLC358$11.3K0.00%2025-12-31
378New Millennium Group LLC336$10.6K0.00%2025-12-31
379Global Wealth Strategies & Associates334$10.5K0.00%2025-12-31
380Frazier Financial Advisors, LLC309$9.7K0.00%2025-12-31
381INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC308$9.7K0.00%2025-12-31
382GODSEY & GIBB, INC306$9.6K0.00%2025-12-31
383Team Financial Group, LLC287$9.1K0.00%2025-12-31
384Sunbelt Securities, Inc.279$8.8K0.00%2025-12-31
385CITIGROUP INC271$8.5K0.00%2025-12-31
386Greykasell Wealth Strategies, Inc.269$8.5K0.00%2025-12-31
387SouthState Corp260$8.2K0.00%2025-12-31
388Archer Investment Corp254$8.0K0.00%2025-12-31
389HOLLENCREST CAPITAL MANAGEMENT222$7.0K0.00%2025-12-31
390Moisand Fitzgerald Tamayo, LLC184$5.8K0.00%2025-12-31
391Bogart Wealth, LLC174$5.5K0.00%2025-12-31
392FINANCIAL CONSULATE, INC170$5.3K0.00%2025-12-31
393Wiser Advisor Group LLC154$4.9K0.00%2025-12-31
394JNBA Financial Advisors154$4.9K0.00%2025-12-31
395DELTA ASSET MANAGEMENT LLC/TN150$4.7K0.00%2025-12-31
396Newbridge Financial Services Group, Inc.128$4.0K0.00%2025-12-31
397Solstein Capital, LLC122$3.8K0.00%2025-12-31
398Greenline Wealth Management LLC113$3.6K0.00%2025-12-31