CUSIP 808524847
SCHWAB STRATEGIC TR
407 institutions · $4.44B total · 212,349,668 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 60,040,433 | $1.25B | 28.27% | 2025-12-31 |
| 2 | FMR LLC | 24,331,399 | $508.3M | 11.45% | 2025-12-31 |
| 3 | US BANCORP \DE\ | 22,291,436 | $465.7M | 10.49% | 2025-12-31 |
| 4 | Creative Planning | 20,366,178 | $425.4M | 9.59% | 2025-12-31 |
| 5 | TWO SIGMA INVESTMENTS, LP | 11,681,437 | $244.0M | 5.50% | 2025-12-31 |
| 6 | Envestnet Portfolio Solutions, Inc. | 8,916,100 | $186.3M | 4.19% | 2025-12-31 |
| 7 | DUMAC, INC. | 7,846,742 | $163.9M | 3.69% | 2025-12-31 |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7,646,130 | $159.7M | 3.60% | 2025-12-31 |
| 9 | Cerity Partners LLC | 2,386,390 | $49.9M | 1.12% | 2025-12-31 |
| 10 | AMERIPRISE FINANCIAL INC | 1,991,904 | $41.6M | 0.93% | 2025-12-31 |
| 11 | BENJAMIN EDWARDS INC | 1,794,440 | $37.5M | 0.84% | 2025-12-31 |
| 12 | MASON STREET ADVISORS, LLC | 1,713,085 | $35.8M | 0.80% | 2025-12-31 |
| 13 | RATIONAL ADVISORS, INC. | 1,476,372 | $30.8M | 0.69% | 2025-12-31 |
| 14 | Charles Schwab Trust Co | 1,360,354 | $28.4M | 0.64% | 2025-12-31 |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 1,164,325 | $24.3M | 0.54% | 2025-12-31 |
| 16 | BlackRock, Inc. | 1,138,492 | $23.8M | 0.53% | 2025-12-31 |
| 17 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,059,654 | $22.1M | 0.49% | 2025-12-31 |
| 18 | M&T Bank Corp | 1,046,400 | $21.9M | 0.49% | 2025-12-31 |
| 19 | BlueSky Wealth Advisors, LLC | 1,026,973 | $21.5M | 0.48% | 2025-12-31 |
| 20 | ZynergyRetirementPlanningLLC | 751,590 | $15.7M | 0.35% | 2025-12-31 |
| 21 | PNC Financial Services Group, Inc. | 746,506 | $15.6M | 0.35% | 2025-12-31 |
| 22 | Pioneer Wealth Management Group | 709,659 | $14.8M | 0.33% | 2025-12-31 |
| 23 | PURE PORTFOLIOS HOLDINGS LLC | 641,124 | $13.4M | 0.30% | 2025-12-31 |
| 24 | PRINCIPAL SECURITIES, INC. | 638,775 | $13.3M | 0.30% | 2025-12-31 |
| 25 | Elm Partners Management LLC | 627,312 | $13.1M | 0.29% | 2025-12-31 |
| 26 | Beacon Pointe Advisors, LLC | 603,192 | $12.6M | 0.28% | 2025-12-31 |
| 27 | Tortoise Investment Management, LLC | 523,909 | $10.9M | 0.24% | 2025-12-31 |
| 28 | Courage Miller Partners, LLC | 521,872 | $10.9M | 0.24% | 2025-12-31 |
| 29 | Krilogy Financial LLC | 507,578 | $10.8M | 0.23% | 2025-12-31 |
| 30 | Manning & Napier Advisors LLC | 491,379 | $10.3M | 0.23% | 2025-12-31 |
| 31 | Strategic Financial Planning, Inc. | 483,962 | $10.1M | 0.22% | 2025-12-31 |
| 32 | UBS Group AG | 445,847 | $9.3M | 0.20% | 2025-12-31 |
| 33 | Firestone Capital Management | 445,084 | $9.3M | 0.20% | 2025-12-31 |
| 34 | Vise Technologies, Inc. | 418,055 | $8.7M | 0.19% | 2025-12-31 |
| 35 | BNP PARIBAS FINANCIAL MARKETS | 410,146 | $8.6M | 0.19% | 2025-12-31 |
| 36 | WEALTH MANAGEMENT RESOURCES, INC. | 402,594 | $8.4M | 0.18% | 2025-12-31 |
| 37 | Mariner, LLC | 401,406 | $8.4M | 0.18% | 2025-12-31 |
| 38 | MORGAN STANLEY | 393,670 | $8.2M | 0.18% | 2025-12-31 |
| 39 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | 390,199 | $8.2M | 0.18% | 2025-12-31 |
| 40 | Avior Wealth Management, LLC | 373,701 | $7.8M | 0.17% | 2025-12-31 |
| 41 | Focus Partners Wealth | 364,963 | $7.6M | 0.17% | 2025-12-31 |
| 42 | Grove Bank & Trust | 356,549 | $7.4M | 0.16% | 2025-12-31 |
| 43 | VISTA CAPITAL PARTNERS, INC. | 350,108 | $7.3M | 0.16% | 2025-12-31 |
| 44 | LPL Financial LLC | 347,746 | $7.3M | 0.16% | 2025-12-31 |
| 45 | WELLS FARGO & COMPANY/MN | 343,951 | $7.2M | 0.16% | 2025-12-31 |
| 46 | Rockefeller Capital Management L.P. | 343,672 | $7.2M | 0.16% | 2025-12-31 |
| 47 | NATIONAL BANK OF CANADA /FI/ | 340,936 | $7.1M | 0.16% | 2025-12-31 |
| 48 | Wealthfront Advisers LLC | 339,329 | $7.1M | 0.15% | 2025-12-31 |
| 49 | NEUBERGER BERMAN GROUP LLC | 332,787 | $7.0M | 0.15% | 2025-12-31 |
| 50 | Cetera Investment Advisers | 324,764 | $6.8M | 0.15% | 2025-12-31 |
| 51 | JONES FINANCIAL COMPANIES LLLP | 320,304 | $6.7M | 0.15% | 2025-12-31 |
| 52 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 305,777 | $6.4M | 0.14% | 2025-12-31 |
| 53 | Passive Capital Management, LLC. | 299,841 | $6.3M | 0.14% | 2025-12-31 |
| 54 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 281,140 | $5.9M | 0.13% | 2025-12-31 |
| 55 | WealthCollab, LLC | 260,338 | $5.4M | 0.12% | 2025-12-31 |
| 56 | Upper Left Wealth Management, LLC | 258,056 | $5.4M | 0.12% | 2025-12-31 |
| 57 | White & Co Financial Planning Inc | 252,471 | $5.3M | 0.11% | 2025-12-31 |
| 58 | Texas Yale Capital Corp. | 251,366 | $5.3M | 0.11% | 2025-12-31 |
| 59 | Asset Allocation Strategies LLC | 242,349 | $5.1M | 0.11% | 2025-12-31 |
| 60 | CoreCap Advisors, LLC | 234,315 | $4.9M | 0.11% | 2025-12-31 |
| 61 | Williams Financial, LLC | 230,952 | $4.8M | 0.10% | 2025-12-31 |
| 62 | BANK OF AMERICA CORP /DE/ | 227,557 | $4.8M | 0.10% | 2025-12-31 |
| 63 | ELEVATION WEALTH PARTNERS, LLC | 222,637 | $4.7M | 0.10% | 2025-12-31 |
| 64 | Good Steward Wealth Advisors,LLC | 216,475 | $4.5M | 0.10% | 2025-12-31 |
| 65 | Baird Financial Group, Inc. | 215,079 | $4.5M | 0.10% | 2025-12-31 |
| 66 | Cypress Point Wealth Management, LLC | 211,763 | $4.4M | 0.09% | 2025-12-31 |
| 67 | Stanich Group LLC | 210,418 | $4.4M | 0.09% | 2025-12-31 |
| 68 | Pure Financial Advisors, LLC | 207,156 | $4.3M | 0.09% | 2025-12-31 |
| 69 | D. E. Shaw & Co., Inc. | 204,663 | $4.3M | 0.09% | 2025-12-31 |
| 70 | Invesco Ltd. | 199,600 | $4.2M | 0.09% | 2025-12-31 |
| 71 | OSAIC HOLDINGS, INC. | 193,711 | $4.0M | 0.09% | 2025-12-31 |
| 72 | SMITH, MOORE & CO. | 193,597 | $4.0M | 0.09% | 2025-12-31 |
| 73 | Fiduciary Alliance LLC | 193,491 | $4.0M | 0.09% | 2025-12-31 |
| 74 | Omega Financial Group, LLC | 193,108 | $4.0M | 0.09% | 2025-12-31 |
| 75 | HighTower Advisors, LLC | 187,945 | $3.9M | 0.08% | 2025-12-31 |
| 76 | ASSETMARK, INC | 186,711 | $3.9M | 0.08% | 2025-12-31 |
| 77 | Moisand Fitzgerald Tamayo, LLC | 172,816 | $3.6M | 0.08% | 2025-12-31 |
| 78 | SWS Partners | 167,632 | $3.5M | 0.07% | 2025-12-31 |
| 79 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 166,486 | $3.5M | 0.07% | 2025-12-31 |
| 80 | RFG Holdings, Inc. | 165,267 | $3.5M | 0.07% | 2025-12-31 |
| 81 | Vestwell Advisors, LLC | 159,934 | $3.4M | 0.07% | 2025-12-31 |
| 82 | Stratos Wealth Advisors, LLC | 162,591 | $3.4M | 0.07% | 2025-12-31 |
| 83 | Brooklyn FI, LLC | 154,803 | $3.2M | 0.07% | 2025-12-31 |
| 84 | LifePlan Investment Advisors, Inc. | 152,263 | $3.2M | 0.07% | 2025-12-31 |
| 85 | Rooted Wealth Advisors, Inc. | 145,466 | $3.1M | 0.06% | 2025-12-31 |
| 86 | Clearstead Advisors, LLC | 150,251 | $3.1M | 0.07% | 2025-12-31 |
| 87 | Perigon Wealth Management, LLC | 149,755 | $3.1M | 0.07% | 2025-12-31 |
| 88 | CIBC WORLD MARKETS CORP | 147,022 | $3.1M | 0.06% | 2025-12-31 |
| 89 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 141,385 | $3.0M | 0.06% | 2025-12-31 |
| 90 | Brand Asset Management Group, Inc. | 140,202 | $2.9M | 0.06% | 2025-12-31 |
| 91 | Guardian Financial Partners, LLC | 129,268 | $2.7M | 0.06% | 2025-12-31 |
| 92 | Johnson Financial Group, LLC | 129,006 | $2.7M | 0.06% | 2025-12-31 |
| 93 | Sagace Wealth Management LLC | 124,286 | $2.6M | 0.05% | 2025-12-31 |
| 94 | MERCER GLOBAL ADVISORS INC /ADV | 122,185 | $2.6M | 0.05% | 2025-12-31 |
| 95 | JMG Financial Group, Ltd. | 116,416 | $2.4M | 0.05% | 2025-12-31 |
| 96 | Gotham Asset Management, LLC | 116,009 | $2.4M | 0.05% | 2025-12-31 |
| 97 | BALLAST ADVISORS LLC | 115,158 | $2.4M | 0.05% | 2025-12-31 |
| 98 | Glassy Mountain Advisors, Inc. | 114,274 | $2.4M | 0.05% | 2025-12-31 |
| 99 | RAYMOND JAMES FINANCIAL INC | 110,183 | $2.3M | 0.05% | 2025-12-31 |
| 100 | Madden Advisory Services, Inc. | 108,467 | $2.3M | 0.05% | 2025-12-31 |
| 101 | Tower Research Capital LLC (TRC) | 106,027 | $2.2M | 0.04% | 2025-12-31 |
| 102 | Midwest Trust Co | 105,910 | $2.2M | 0.04% | 2025-12-31 |
| 103 | Koss-Olinger Consulting, LLC | 105,540 | $2.2M | 0.04% | 2025-12-31 |
| 104 | MGO ONE SEVEN LLC | 104,964 | $2.2M | 0.04% | 2025-12-31 |
| 105 | Vivaldi Capital Management LP | 104,881 | $2.2M | 0.04% | 2025-12-31 |
| 106 | Schoolcraft Capital LLC | 104,391 | $2.2M | 0.04% | 2025-12-31 |
| 107 | Brio Consultants, LLC | 103,879 | $2.2M | 0.04% | 2025-12-31 |
| 108 | FIDUCIENT ADVISORS LLC | 101,312 | $2.1M | 0.04% | 2025-12-31 |
| 109 | SGL Investment Advisors, Inc. | 97,287 | $2.1M | 0.04% | 2025-12-31 |
| 110 | Apollon Wealth Management, LLC | 99,963 | $2.1M | 0.04% | 2025-12-31 |
| 111 | Pacific Capital Wealth Advisors, Inc. | 99,916 | $2.1M | 0.04% | 2025-12-31 |
| 112 | EPIQ PARTNERS, LLC | 98,082 | $2.0M | 0.04% | 2025-12-31 |
| 113 | Orion Porfolio Solutions, LLC | 97,605 | $2.0M | 0.04% | 2025-12-31 |
| 114 | Black Diamond Financial, LLC | 97,542 | $2.0M | 0.04% | 2025-12-31 |
| 115 | AWM CAPITAL, LLC | 96,432 | $2.0M | 0.04% | 2025-12-31 |
| 116 | Ramiah Investment Group | 95,490 | $2.0M | 0.04% | 2025-12-31 |
| 117 | Davis Capital Management | 95,340 | $2.0M | 0.04% | 2025-12-31 |
| 118 | Landmark Wealth Management, LLC | 94,640 | $2.0M | 0.04% | 2025-12-31 |
| 119 | Summit Financial, LLC | 94,294 | $2.0M | 0.04% | 2025-12-31 |
| 120 | Alaska Wealth Advisors | 94,206 | $2.0M | 0.04% | 2025-12-31 |
| 121 | FC Advisory LLC | 93,172 | $1.9M | 0.04% | 2025-12-31 |
| 122 | Wrenne Financial Planning LLC | 92,238 | $1.9M | 0.04% | 2025-12-31 |
| 123 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 91,591 | $1.9M | 0.04% | 2025-12-31 |
| 124 | Empower Advisory Group, LLC | 88,937 | $1.9M | 0.04% | 2025-12-31 |
| 125 | Geneos Wealth Management Inc. | 88,575 | $1.9M | 0.04% | 2025-12-31 |
| 126 | Stockman Wealth Management, Inc. | 85,696 | $1.8M | 0.04% | 2025-12-31 |
| 127 | Cascade Financial Partners, LLC | 87,647 | $1.8M | 0.04% | 2025-12-31 |
| 128 | Modera Wealth Management, LLC | 87,029 | $1.8M | 0.04% | 2025-12-31 |
| 129 | Lido Advisors, LLC | 83,161 | $1.8M | 0.03% | 2025-12-31 |
| 130 | Hexagon Capital Partners LLC | 83,797 | $1.8M | 0.03% | 2025-12-31 |
| 131 | Independent Solutions Wealth Management, LLC | 83,068 | $1.7M | 0.03% | 2025-12-31 |
| 132 | MAI Capital Management | 82,647 | $1.7M | 0.03% | 2025-12-31 |
| 133 | Cape Investment Advisory, Inc. | 81,762 | $1.7M | 0.03% | 2025-12-31 |
| 134 | Carter Financial Group, INC. | 81,013 | $1.7M | 0.03% | 2025-12-31 |
| 135 | HHM Wealth Advisors, LLC | 80,627 | $1.7M | 0.03% | 2025-12-31 |
| 136 | Braun-Bostich & Associates Inc. | 77,188 | $1.6M | 0.03% | 2025-12-31 |
| 137 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 76,759 | $1.6M | 0.03% | 2025-12-31 |
| 138 | Royal Bank of Canada | 73,811 | $1.5M | 0.03% | 2025-12-31 |
| 139 | EP Wealth Advisors, LLC | 71,609 | $1.5M | 0.03% | 2025-12-31 |
| 140 | Tempus Wealth Planning, LLC | 71,053 | $1.5M | 0.03% | 2025-12-31 |
| 141 | KINGSWOOD WEALTH ADVISORS, LLC | 69,768 | $1.5M | 0.03% | 2025-12-31 |
| 142 | CHOREO, LLC | 67,231 | $1.4M | 0.03% | 2025-12-31 |
| 143 | GTS SECURITIES LLC | 66,762 | $1.4M | 0.03% | 2025-12-31 |
| 144 | TRILLIUM ASSET MANAGEMENT, LLC | 66,140 | $1.4M | 0.03% | 2025-12-31 |
| 145 | Wealthcare Advisory Partners LLC | 65,955 | $1.4M | 0.03% | 2025-12-31 |
| 146 | Valmark Advisers, Inc. | 63,057 | $1.3M | 0.02% | 2025-12-31 |
| 147 | SeaCrest Wealth Management, LLC | 61,298 | $1.3M | 0.02% | 2025-12-31 |
| 148 | Breakwater Investment Management | 59,936 | $1.3M | 0.02% | 2025-12-31 |
| 149 | Hillcrest Wealth Advisors - NY, LLC | 59,050 | $1.2M | 0.02% | 2025-12-31 |
| 150 | Clearview Wealth Advisors LLC | 58,227 | $1.2M | 0.02% | 2025-12-31 |
| 151 | JPMORGAN CHASE & CO | 57,927 | $1.2M | 0.02% | 2025-12-31 |
| 152 | Peterson Wealth Advisors, LLC | 57,825 | $1.2M | 0.02% | 2025-12-31 |
| 153 | IFG Advisors, LLC | 57,093 | $1.2M | 0.02% | 2025-12-31 |
| 154 | COMMONWEALTH EQUITY SERVICES, LLC | 55,359 | $1.2M | 0.02% | 2025-12-31 |
| 155 | CreativeOne Wealth, LLC | 55,101 | $1.2M | 0.02% | 2025-12-31 |
| 156 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 54,015 | $1.1M | 0.02% | 2025-12-31 |
| 157 | MML INVESTORS SERVICES, LLC | 53,695 | $1.1M | 0.02% | 2025-12-31 |
| 158 | Corient Private Wealth LLC | 52,590 | $1.1M | 0.02% | 2025-12-31 |
| 159 | Alesco Advisors LLC | 51,884 | $1.1M | 0.02% | 2025-12-31 |
| 160 | BROWN WEALTH MANAGEMENT, LLC | 51,663 | $1.1M | 0.02% | 2025-12-31 |
| 161 | Csenge Advisory Group | 51,267 | $1.1M | 0.02% | 2025-12-31 |
| 162 | Rockbridge Investment Management, LCC | 50,662 | $1.1M | 0.02% | 2025-12-31 |
| 163 | BCS Wealth Management | 50,604 | $1.1M | 0.02% | 2025-12-31 |
| 164 | NewEdge Advisors, LLC | 50,553 | $1.1M | 0.02% | 2025-12-31 |
| 165 | Curbstone Financial Management Corp | 49,332 | $1.0M | 0.02% | 2025-12-31 |
| 166 | IFP Advisors, Inc | 49,120 | $1.0M | 0.02% | 2025-12-31 |
| 167 | Bleakley Financial Group, LLC | 49,054 | $1.0M | 0.02% | 2025-12-31 |
| 168 | Private Advisor Group, LLC | 48,934 | $1.0M | 0.02% | 2025-12-31 |
| 169 | Chicago Partners Investment Group LLC | 46,436 | $990.5K | 0.02% | 2025-12-31 |
| 170 | Yoder Wealth Management, Inc. | 46,593 | $973.3K | 0.02% | 2025-12-31 |
| 171 | Bestgate Wealth Advisors, LLC | 45,397 | $948.3K | 0.02% | 2025-12-31 |
| 172 | Cooke Wealth Management, LLC | 43,765 | $939.6K | 0.02% | 2025-12-31 |
| 173 | SigFig Wealth Management, LLC | 44,637 | $935.6K | 0.02% | 2025-12-31 |
| 174 | North Forty Two & Co. | 43,824 | $915.5K | 0.02% | 2025-12-31 |
| 175 | Comprehensive Money Management Services LLC | 43,379 | $906.2K | 0.02% | 2025-12-31 |
| 176 | CITIGROUP INC | 42,285 | $883.3K | 0.01% | 2025-12-31 |
| 177 | Gradient Capital Advisors, LLC | 41,777 | $872.7K | 0.01% | 2025-12-31 |
| 178 | ATLAS CAPITAL ADVISORS INC. | 41,269 | $862.1K | 0.01% | 2025-12-31 |
| 179 | Russell Investments Group, Ltd. | 40,856 | $853.5K | 0.01% | 2025-12-31 |
| 180 | Farther Finance Advisors, LLC | 40,173 | $839.2K | 0.01% | 2025-12-31 |
| 181 | Parkside Financial Bank & Trust | 39,766 | $830.7K | 0.01% | 2025-12-31 |
| 182 | Murphy & Mullick Capital Management Corp | 39,751 | $830.4K | 0.01% | 2025-12-31 |
| 183 | EverSource Wealth Advisors, LLC | 39,441 | $823.9K | 0.01% | 2025-12-31 |
| 184 | &PARTNERS | 38,965 | $814.0K | 0.01% | 2025-12-31 |
| 185 | CAPTRUST FINANCIAL ADVISORS | 37,294 | $779.1K | 0.01% | 2025-12-31 |
| 186 | Fund Evaluation Group, LLC | 36,314 | $758.6K | 0.01% | 2025-12-31 |
| 187 | RCW Management, LLC | 35,897 | $749.9K | 0.01% | 2025-12-31 |
| 188 | Foster Group, Inc. | 35,321 | $737.9K | 0.01% | 2025-12-31 |
| 189 | Wakefield Asset Management LLLP | 35,179 | $734.9K | 0.01% | 2025-12-31 |
| 190 | WT Wealth Management | 35,096 | $733.2K | 0.01% | 2025-12-31 |
| 191 | WealthShield Partners, LLC | 34,896 | $729.0K | 0.01% | 2025-12-31 |
| 192 | Liberty Capital Management, Inc. | 34,703 | $724.9K | 0.01% | 2025-12-31 |
| 193 | TRUIST FINANCIAL CORP | 34,505 | $720.8K | 0.01% | 2025-12-31 |
| 194 | Christensen, King & Associates Investment Services, Inc. | 33,918 | $708.6K | 0.01% | 2025-12-31 |
| 195 | IF Advisors, LLC | 32,945 | $688.2K | 0.01% | 2025-12-31 |
| 196 | MISSION WEALTH MANAGEMENT, LP | 32,918 | $687.6K | 0.01% | 2025-12-31 |
| 197 | ALTFEST L J & CO INC | 32,864 | $686.5K | 0.01% | 2025-12-31 |
| 198 | JUNCTURE WEALTH STRATEGIES, LLC | 32,174 | $672.1K | 0.01% | 2025-12-31 |
| 199 | Walkner Condon Financial Advisors LLC | 32,087 | $670.3K | 0.01% | 2025-12-31 |
| 200 | Kingsview Wealth Management, LLC | 31,500 | $658.0K | 0.01% | 2025-12-31 |
| 201 | Odyssey Capital Advisors, Inc. | 31,292 | $653.7K | 0.01% | 2025-12-31 |
| 202 | Focus Financial Network, Inc. | 30,933 | $646.2K | 0.01% | 2025-12-31 |
| 203 | INTEGRAL INVESTMENT ADVISORS, INC. | 30,657 | $640.4K | 0.01% | 2025-12-31 |
| 204 | VANGUARD GROUP INC | 30,569 | $638.6K | 0.01% | 2025-12-31 |
| 205 | DROMS STRAUSS ADVISORS INC /MO/ /ADV | 30,332 | $633.6K | 0.01% | 2025-12-31 |
| 206 | EVERGREEN CAPITAL MANAGEMENT LLC | 29,959 | $625.8K | 0.01% | 2025-12-31 |
| 207 | Clear Retirement Advice LLC | 28,536 | $617.5K | 0.01% | 2025-12-31 |
| 208 | Roundview Capital LLC | 28,772 | $601.1K | 0.01% | 2025-12-31 |
| 209 | Prospect Financial Group LLC | 28,521 | $595.8K | 0.01% | 2025-12-31 |
| 210 | Parallel Advisors, LLC | 28,476 | $594.9K | 0.01% | 2025-12-31 |
| 211 | Dorato Capital Management | 27,294 | $586.0K | 0.01% | 2025-12-31 |
| 212 | Waverly Advisors, LLC | 27,641 | $577.4K | 0.01% | 2025-12-31 |
| 213 | Quantinno Capital Management LP | 27,638 | $577.4K | 0.01% | 2025-12-31 |
| 214 | Simplicity Wealth,LLC | 27,284 | $570.0K | 0.01% | 2025-12-31 |
| 215 | Allworth Financial LP | 25,890 | $558.4K | 0.01% | 2025-12-31 |
| 216 | STIFEL FINANCIAL CORP | 26,566 | $555.0K | 0.01% | 2025-12-31 |
| 217 | Compound Planning, Inc. | 26,025 | $543.7K | 0.01% | 2025-12-31 |
| 218 | Valued Wealth Advisors LLC | 26,012 | $543.4K | 0.01% | 2025-12-31 |
| 219 | Grey Fox Wealth Advisors, LLC | 25,857 | $540.1K | 0.01% | 2025-12-31 |
| 220 | Carrera Capital Advisors | 25,804 | $539.0K | 0.01% | 2025-12-31 |
| 221 | GREENWOOD CAPITAL ASSOCIATES LLC | 25,662 | $536.1K | 0.01% | 2025-12-31 |
| 222 | Bigelow Investment Advisors, LLC | 25,250 | $527.5K | 0.01% | 2025-12-31 |
| 223 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 25,115 | $524.6K | 0.01% | 2025-12-31 |
| 224 | M Wealth Management, LLC | 24,980 | $521.8K | 0.01% | 2025-12-31 |
| 225 | Human Investing LLC | 24,891 | $520.0K | 0.01% | 2025-12-31 |
| 226 | PFG Advisors | 24,721 | $516.4K | 0.01% | 2025-12-31 |
| 227 | BLUESTEM FINANCIAL ADVISORS, LLC | 24,609 | $514.1K | 0.01% | 2025-12-31 |
| 228 | INTERACTIVE FINANCIAL ADVISORS, INC. | 24,167 | $504.9K | 0.01% | 2025-12-31 |
| 229 | WATERSHED PRIVATE WEALTH LLC | 24,078 | $503.0K | 0.01% | 2025-12-31 |
| 230 | Friedenthal Financial | 24,015 | $501.7K | 0.01% | 2025-12-31 |
| 231 | NATIXIS | 23,601 | $495.6K | 0.01% | 2025-12-31 |
| 232 | BAILARD, INC. | 23,631 | $493.7K | 0.01% | 2025-12-31 |
| 233 | Everhart Financial Group, Inc. | 23,415 | $489.1K | 0.01% | 2025-12-31 |
| 234 | Tradition Wealth Management, LLC | 23,389 | $488.6K | 0.01% | 2025-12-31 |
| 235 | Elwood & Goetz Wealth Advisory Group, LLC | 22,551 | $471.1K | 0.01% | 2025-12-31 |
| 236 | MENORA MIVTACHIM HOLDINGS LTD. | 22,500 | $470.0K | 0.01% | 2025-12-31 |
| 237 | IVC Wealth Advisors LLC | 22,254 | $464.9K | 0.01% | 2025-12-31 |
| 238 | XY Planning Network, Inc. | 22,040 | $460.4K | 0.01% | 2025-12-31 |
| 239 | RFG Advisory, LLC | 22,023 | $460.1K | 0.01% | 2025-12-31 |
| 240 | Rakuten Investment Management, Inc. | 21,420 | $459.0K | 0.01% | 2025-12-31 |
| 241 | OneAscent Financial Services LLC | 21,879 | $457.1K | 0.01% | 2025-12-31 |
| 242 | Lee Financial Co | 21,545 | $450.1K | 0.01% | 2025-12-31 |
| 243 | STABLEFORD CAPITAL II LLC | 21,510 | $449.3K | 0.01% | 2025-12-31 |
| 244 | SEI INVESTMENTS CO | 21,371 | $446.4K | 0.01% | 2025-12-31 |
| 245 | LUTS & GREENLEIGH GROUP, INC | 21,200 | $442.9K | 0.00% | 2025-12-31 |
| 246 | Portland Financial Advisors Inc | 21,000 | $438.7K | 0.00% | 2025-12-31 |
| 247 | Discipline Wealth Solutions, LLC | 20,962 | $437.9K | 0.00% | 2025-12-31 |
| 248 | Aegis Wealth Management LLC | 20,901 | $436.6K | 0.00% | 2025-12-31 |
| 249 | CAPITAL INSIGHT PARTNERS, LLC | 20,449 | $427.2K | 0.00% | 2025-12-31 |
| 250 | NWAM LLC | 19,756 | $426.5K | 0.00% | 2025-12-31 |
| 251 | Fifth Third Securities, Inc. | 20,334 | $424.8K | 0.00% | 2025-12-31 |
| 252 | OneDigital Investment Advisors LLC | 20,062 | $419.1K | 0.00% | 2025-12-31 |
| 253 | Strategic Family Wealth Counselors, L.L.C. | 19,314 | $415.3K | 0.00% | 2025-12-31 |
| 254 | AlphaCore Capital LLC | 19,746 | $412.5K | 0.00% | 2025-12-31 |
| 255 | Trivium Point Advisory, LLC | 19,727 | $412.1K | 0.00% | 2025-12-31 |
| 256 | Brooklyn Investment Group | 19,457 | $408.8K | 0.00% | 2025-12-31 |
| 257 | GOLDMAN SACHS GROUP INC | 19,546 | $408.3K | 0.00% | 2025-12-31 |
| 258 | Focus Partners Advisor Solutions, LLC | 19,485 | $407.0K | 0.00% | 2025-12-31 |
| 259 | Cordant, Inc. | 19,364 | $404.5K | 0.00% | 2025-12-31 |
| 260 | Fonville Wealth Management LLC | 19,002 | $397.0K | 0.00% | 2025-12-31 |
| 261 | WBH ADVISORY INC | 18,929 | $395.4K | 0.00% | 2025-12-31 |
| 262 | Rialto Wealth Management, LLC | 18,819 | $393.1K | 0.00% | 2025-12-31 |
| 263 | Fort Point Capital Partners LLC | 17,834 | $385.0K | 0.00% | 2025-12-31 |
| 264 | Bank of New York Mellon Corp | 18,431 | $385.0K | 0.00% | 2025-12-31 |
| 265 | NORTHERN TRUST CORP | 18,405 | $384.5K | 0.00% | 2025-12-31 |
| 266 | Hardin Capital Partners, LLC | 18,338 | $383.1K | 0.00% | 2025-12-31 |
| 267 | HBK Sorce Advisory LLC | 17,201 | $377.9K | 0.00% | 2025-12-31 |
| 268 | BLUELINE ADVISORS LLC | 17,997 | $376.0K | 0.00% | 2025-12-31 |
| 269 | Heritage Financial Services, LLC | 17,836 | $372.6K | 0.00% | 2025-12-31 |
| 270 | CREATIVE FINANCIAL DESIGNS INC /ADV | 17,709 | $369.9K | 0.00% | 2025-12-31 |
| 271 | Whelan Financial | 17,493 | $365.4K | 0.00% | 2025-12-31 |
| 272 | Ariadne Wealth Management, LP | 16,223 | $365.0K | 0.00% | 2025-12-31 |
| 273 | Pinnacle Bancorp, Inc. | 17,410 | $363.7K | 0.00% | 2025-12-31 |
| 274 | Western Wealth Management, LLC | 17,323 | $361.9K | 0.00% | 2025-12-31 |
| 275 | CWA Asset Management Group, LLC | 16,949 | $354.1K | 0.00% | 2025-12-31 |
| 276 | Laraway Financial Advisors Inc | 16,857 | $352.1K | 0.00% | 2025-12-31 |
| 277 | Waterloo Capital, L.P. | 16,584 | $346.4K | 0.00% | 2025-12-31 |
| 278 | United Advisor Group, LLC | 16,503 | $344.8K | 0.00% | 2025-12-31 |
| 279 | CITADEL ADVISORS LLC | 16,500 | $344.7K | 0.00% | 2025-12-31 |
| 280 | Phocas Financial Corp. | 16,411 | $342.8K | 0.00% | 2025-12-31 |
| 281 | THOMPSON INVESTMENT MANAGEMENT, INC. | 16,350 | $341.6K | 0.00% | 2025-12-31 |
| 282 | Keystone Global Partners, LLC | 16,285 | $340.2K | 0.00% | 2025-12-31 |
| 283 | Root Financial Partners, LLC | 16,200 | $338.4K | 0.00% | 2025-12-31 |
| 284 | Pine Haven Investment Counsel, Inc | 16,126 | $336.9K | 0.00% | 2025-12-31 |
| 285 | Elser Financial Planning, Inc | 16,109 | $336.5K | 0.00% | 2025-12-31 |
| 286 | Savant Capital, LLC | 15,946 | $333.1K | 0.00% | 2025-12-31 |
| 287 | VSM Wealth Advisory, LLC | 15,935 | $332.9K | 0.00% | 2025-12-31 |
| 288 | Sanctuary Advisors, LLC | 15,432 | $332.9K | 0.00% | 2025-12-31 |
| 289 | Strata Wealth Advisors, LLC | 15,819 | $330.5K | 0.00% | 2025-12-31 |
| 290 | Koshinski Asset Management, Inc. | 15,490 | $323.6K | 0.00% | 2025-12-31 |
| 291 | COMMERCE BANK | 15,416 | $322.0K | 0.00% | 2025-12-31 |
| 292 | Savvy Advisors, Inc. | 15,402 | $321.7K | 0.00% | 2025-12-31 |
| 293 | CAHILL FINANCIAL ADVISORS INC | 15,397 | $321.6K | 0.00% | 2025-12-31 |
| 294 | Facet Wealth, Inc. | 15,102 | $318.1K | 0.00% | 2025-12-31 |
| 295 | Legacy Capital Wealth Partners, LLC | 14,845 | $310.1K | 0.00% | 2025-12-31 |
| 296 | Values Added Financial LLC | 14,766 | $308.5K | 0.00% | 2025-12-31 |
| 297 | Red Door Wealth Management, LLC | 14,738 | $307.9K | 0.00% | 2025-12-31 |
| 298 | Rinkey Investments | 14,560 | $304.2K | 0.00% | 2025-12-31 |
| 299 | Alpha Omega Wealth Management LLC | 14,500 | $302.9K | 0.00% | 2025-12-31 |
| 300 | AQR CAPITAL MANAGEMENT LLC | 14,367 | $300.1K | 0.00% | 2025-12-31 |
| 301 | Quantbot Technologies LP | 14,318 | $299.1K | 0.00% | 2025-12-31 |
| 302 | Sentinus, LLC | 13,492 | $281.8K | 0.00% | 2025-12-31 |
| 303 | POINCIANA ADVISORS GROUP, LLC | 13,459 | $281.2K | 0.00% | 2025-12-31 |
| 304 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | 13,405 | $280.0K | 0.00% | 2025-12-31 |
| 305 | Sumitomo Mitsui Trust Group, Inc. | 13,329 | $278.4K | 0.00% | 2025-12-31 |
| 306 | Summit Financial Strategies, Inc. | 13,292 | $277.7K | 0.00% | 2025-12-31 |
| 307 | Bangor Savings Bank | 13,233 | $276.4K | 0.00% | 2025-12-31 |
| 308 | Piscataqua Savings Bank | 13,196 | $275.5K | 0.00% | 2025-12-31 |
| 309 | LCW Services, LLC | 13,131 | $274.3K | 0.00% | 2025-12-31 |
| 310 | Y-Intercept (Hong Kong) Ltd | 12,931 | $270.1K | 0.00% | 2025-12-31 |
| 311 | CERTUITY, LLC | 12,811 | $267.6K | 0.00% | 2025-12-31 |
| 312 | Pinnacle Wealth Planning Services, Inc. | 12,658 | $264.4K | 0.00% | 2025-12-31 |
| 313 | Atria Investments, Inc | 12,573 | $262.6K | 0.00% | 2025-12-31 |
| 314 | Garde Capital, Inc. | 11,977 | $258.3K | 0.00% | 2025-12-31 |
| 315 | FF Advisors,LLC | 12,346 | $257.9K | 0.00% | 2025-12-31 |
| 316 | Allen Capital Group, LLC | 12,256 | $256.0K | 0.00% | 2025-12-31 |
| 317 | Cambridge Advisors Inc. | 12,249 | $255.9K | 0.00% | 2025-12-31 |
| 318 | CYPRESS FINANCIAL PLANNING LLC | 11,979 | $252.0K | 0.00% | 2025-12-31 |
| 319 | Invst, LLC | 11,462 | $247.2K | 0.00% | 2025-12-31 |
| 320 | Integrated Advisors Network LLC | 11,785 | $246.2K | 0.00% | 2025-12-31 |
| 321 | Jacobs Equity LLC | 11,707 | $244.6K | 0.00% | 2025-12-31 |
| 322 | Embree Financial Group | 11,694 | $244.3K | 0.00% | 2025-12-31 |
| 323 | CAP Partners, LLC | 11,693 | $244.3K | 0.00% | 2025-12-31 |
| 324 | Kohmann Bosshard Financial Services, LLC | 0 | $244.2K | 0.00% | 2025-12-31 |
| 325 | One Charles Private Wealth Services, LLC | 11,621 | $242.8K | 0.00% | 2025-12-31 |
| 326 | Moss Adams Wealth Advisors LLC | 11,307 | $236.2K | 0.00% | 2025-12-31 |
| 327 | Ausdal Financial Partners, Inc. | 11,306 | $236.2K | 0.00% | 2025-12-31 |
| 328 | FOUNDERS FINANCIAL SECURITIES LLC | 11,222 | $234.4K | 0.00% | 2025-12-31 |
| 329 | Mason Investment Advisory Services, Inc. | 11,165 | $233.2K | 0.00% | 2025-12-31 |
| 330 | Lewis Asset Management, LLC | 11,022 | $230.2K | 0.00% | 2025-12-31 |
| 331 | TUDOR INVESTMENT CORP ET AL | 10,621 | $229.1K | 0.00% | 2025-12-31 |
| 332 | HOWE & RUSLING INC | 10,938 | $228.5K | 0.00% | 2025-12-31 |
| 333 | IFG Advisory, LLC | 10,892 | $227.5K | 0.00% | 2025-12-31 |
| 334 | SWMG, LLC | 10,212 | $224.4K | 0.00% | 2025-12-31 |
| 335 | Skyline Advisors, Inc. | 10,736 | $224.3K | 0.00% | 2025-12-31 |
| 336 | Bridgewater Advisors Inc. | 10,235 | $220.5K | 0.00% | 2025-12-31 |
| 337 | Paladin Advisory Group, LLC | 10,543 | $220.2K | 0.00% | 2025-12-31 |
| 338 | REDW Wealth LLC | 10,506 | $219.5K | 0.00% | 2025-12-31 |
| 339 | Meridian Wealth Management, LLC | 10,490 | $219.1K | 0.00% | 2025-12-31 |
| 340 | Emergent Wealth Advisors, LLC | 9,267 | $214.7K | 0.00% | 2025-12-31 |
| 341 | Robertson Stephens Wealth Management, LLC | 10,250 | $214.1K | 0.00% | 2025-12-31 |
| 342 | MidWestOne Financial Group, Inc. | 10,244 | $214.0K | 0.00% | 2025-12-31 |
| 343 | BANK OF MONTREAL /CAN/ | 10,239 | $213.9K | 0.00% | 2025-12-31 |
| 344 | MidFirst Bank | 9,877 | $206.3K | 0.00% | 2025-12-31 |
| 345 | FIRST NATIONAL BANK OF OMAHA | 9,824 | $205.2K | 0.00% | 2025-12-31 |
| 346 | Integrated Wealth Concepts LLC | 9,796 | $204.6K | 0.00% | 2025-12-31 |
| 347 | CIBC Private Wealth Group LLC | 9,792 | $204.6K | 0.00% | 2025-12-31 |
| 348 | Wilkins Miller Wealth Management, LLC | 9,721 | $203.1K | 0.00% | 2025-12-31 |
| 349 | AdvisorNet Financial, Inc | 9,703 | $202.7K | 0.00% | 2025-12-31 |
| 350 | Sequoia Financial Advisors, LLC | 9,615 | $200.9K | 0.00% | 2025-12-31 |
| 351 | Godfrey Financial Associates, Inc. | 9,539 | $199.3K | 0.00% | 2025-12-31 |
| 352 | Larson Financial Group LLC | 8,794 | $183.7K | 0.00% | 2025-12-31 |
| 353 | Private Wealth Asset Management, LLC | 8,547 | $178.5K | 0.00% | 2025-12-31 |
| 354 | Aptus Capital Advisors, LLC | 7,294 | $152.4K | 0.00% | 2025-12-31 |
| 355 | AE Wealth Management LLC | 6,540 | $136.6K | 0.00% | 2025-12-31 |
| 356 | JDM Financial Group LLC | 6,530 | $136.4K | 0.00% | 2025-12-31 |
| 357 | Kestra Advisory Services, LLC | 6,516 | $136.1K | 0.00% | 2025-12-31 |
| 358 | Ameritas Investment Partners, Inc. | 6,139 | $128.2K | 0.00% | 2025-12-31 |
| 359 | LGT Financial Advisors LLC | 6,096 | $127.3K | 0.00% | 2025-12-31 |
| 360 | Smallwood Wealth Investment Management, LLC | 6,008 | $125.5K | 0.00% | 2025-12-31 |
| 361 | GLENMEDE TRUST CO NA | 5,824 | $121.7K | 0.00% | 2025-12-31 |
| 362 | BLAIR WILLIAM & CO/IL | 5,809 | $121.3K | 0.00% | 2025-12-31 |
| 363 | Indiana Trust & Investment Management Co | 5,683 | $118.7K | 0.00% | 2025-12-31 |
| 364 | MJT & Associates Financial Advisory Group, Inc. | 5,152 | $107.6K | 0.00% | 2025-12-31 |
| 365 | ELEVATION POINT WEALTH PARTNERS, LLC | 5,074 | $107.4K | 0.00% | 2025-12-31 |
| 366 | BOK Financial Private Wealth, Inc. | 4,970 | $103.8K | 0.00% | 2025-12-31 |
| 367 | Birchwood Financial Partners, Inc. | 4,729 | $98.8K | 0.00% | 2025-12-31 |
| 368 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4,561 | $95.3K | 0.00% | 2025-12-31 |
| 369 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 4,495 | $93.9K | 0.00% | 2025-12-31 |
| 370 | DV Trading LLC | 4,470 | $93.4K | 0.00% | 2025-12-31 |
| 371 | HUNTINGTON NATIONAL BANK | 4,027 | $84.1K | 0.00% | 2025-12-31 |
| 372 | PRIVATE TRUST CO NA | 3,734 | $78.0K | 0.00% | 2025-12-31 |
| 373 | COMERICA BANK | 3,618 | $75.6K | 0.00% | 2025-12-31 |
| 374 | Global Retirement Partners, LLC | 3,461 | $72.3K | 0.00% | 2025-12-31 |
| 375 | Steward Partners Investment Advisory, LLC | 3,414 | $71.3K | 0.00% | 2025-12-31 |
| 376 | Front Row Advisors LLC | 3,286 | $68.6K | 0.00% | 2025-12-31 |
| 377 | Blume Capital Management, Inc. | 3,230 | $67.5K | 0.00% | 2025-12-31 |
| 378 | Capital Investment Advisory Services, LLC | 3,220 | $67.3K | 0.00% | 2025-12-31 |
| 379 | Citizens National Bank Trust Department | 3,023 | $63.1K | 0.00% | 2025-12-31 |
| 380 | NBC SECURITIES, INC. | 2,935 | $61.3K | 0.00% | 2025-12-31 |
| 381 | New Republic Capital, LLC | 2,880 | $60.2K | 0.00% | 2025-12-31 |
| 382 | Plante Moran Financial Advisors, LLC | 2,765 | $57.8K | 0.00% | 2025-12-31 |
| 383 | Meramec Financial Planners, LLC | 2,511 | $55.2K | 0.00% | 2025-12-31 |
| 384 | HARBOUR INVESTMENTS, INC. | 2,516 | $52.6K | 0.00% | 2025-12-31 |
| 385 | HOEY INVESTMENTS, INC | 2,460 | $51.4K | 0.00% | 2025-12-31 |
| 386 | CENTRAL TRUST Co | 2,130 | $44.5K | 0.00% | 2025-12-31 |
| 387 | GSB Wealth Management, LLC | 1,968 | $41.1K | 0.00% | 2025-12-31 |
| 388 | CVA Family Office, LLC | 1,951 | $40.8K | 0.00% | 2025-12-31 |
| 389 | GABLES CAPITAL MANAGEMENT INC. | 1,908 | $39.9K | 0.00% | 2025-12-31 |
| 390 | Ancora Advisors LLC | 1,851 | $38.7K | 0.00% | 2025-12-31 |
| 391 | FIFTH THIRD BANCORP | 1,848 | $38.6K | 0.00% | 2025-12-31 |
| 392 | Arax Advisory Partners | 1,840 | $38.4K | 0.00% | 2025-12-31 |
| 393 | SRH ADVISORS, LLC | 1,659 | $34.7K | 0.00% | 2025-12-31 |
| 394 | SIGNATUREFD, LLC | 1,589 | $33.2K | 0.00% | 2025-12-31 |
| 395 | MORRIS FINANCIAL CONCEPTS, INC. | 1,536 | $32.1K | 0.00% | 2025-12-31 |
| 396 | Independence Bank of Kentucky | 1,419 | $29.6K | 0.00% | 2025-12-31 |
| 397 | Crewe Advisors LLC | 1,402 | $29.3K | 0.00% | 2025-12-31 |
| 398 | FLAGSHIP HARBOR ADVISORS, LLC | 1,266 | $26.5K | 0.00% | 2025-12-31 |
| 399 | WEBSTER BANK, N. A. | 1,212 | $25.3K | 0.00% | 2025-12-31 |
| 400 | Asset Dedication, LLC | 1,205 | $25.2K | 0.00% | 2025-12-31 |
| 401 | GILPIN WEALTH MANAGEMENT, LLC | 1,200 | $25.1K | 0.00% | 2025-12-31 |
| 402 | Horizon Investments, LLC | 1,189 | $24.8K | 0.00% | 2025-12-31 |
| 403 | Armor Investment Advisors, LLC | 1,152 | $24.1K | 0.00% | 2025-12-31 |
| 404 | TOMPKINS FINANCIAL CORP | 1,106 | $23.1K | 0.00% | 2025-12-31 |
| 405 | McIlrath & Eck, LLC | 1,070 | $22.3K | 0.00% | 2025-12-31 |
| 406 | FINANCIAL CONSULATE, INC | 1,035 | $21.6K | 0.00% | 2025-12-31 |
| 407 | Noble Wealth Management PBC | 983 | $21.2K | 0.00% | 2025-12-31 |