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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 808524854

SCHWAB STRATEGIC TR

425 institutions · $9.77B total · 392,546,829 shares

#ManagerSharesValue% of TotalPeriod
1CHARLES SCHWAB INVESTMENT MANAGEMENT INC238,259,660$5.98B60.69%2025-12-31
2Royal Bank of Canada16,417,634$411.8M4.18%2025-12-31
3AMERIPRISE FINANCIAL INC13,825,044$346.7M3.52%2025-12-31
4STIFEL FINANCIAL CORP7,114,722$178.4M1.81%2025-12-31
5BANK OF AMERICA CORP /DE/4,440,141$111.4M1.13%2025-12-31
6EXCHANGE TRADED CONCEPTS, LLC4,029,634$101.1M1.02%2025-12-31
7Cornerstone Wealth Advisors, Inc.3,762,996$94.4M0.95%2025-12-31
8Moisand Fitzgerald Tamayo, LLC3,656,158$91.7M0.93%2025-12-31
9ENVESTNET ASSET MANAGEMENT INC3,418,635$85.7M0.87%2025-12-31
10Pacific Sage Partners, LLC3,173,904$79.6M0.80%2025-12-31
11JPMORGAN CHASE & CO3,173,003$79.6M0.80%2025-12-31
12STATE STREET CORP2,900,000$72.7M0.73%2025-12-31
13Resonant Capital Advisors, LLC2,867,615$71.9M0.73%2025-12-31
14Crane Advisory, LLC2,783,217$69.8M0.70%2025-12-31
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,680,531$67.3M0.68%2025-12-31
16Cerity Partners LLC2,463,116$61.8M0.62%2025-12-31
17Avidian Wealth Enterprises, LLC2,174,011$54.5M0.55%2025-12-31
18AlphaQuest LLC1,921,346$48.2M0.48%2025-12-31
19LPL Financial LLC1,899,665$47.6M0.48%2025-12-31
20Clearstead Advisors, LLC1,769,599$44.4M0.45%2025-12-31
21Intelligence Driven Advisers, LLC1,768,966$44.4M0.45%2025-12-31
22Advisory Alpha, LLC1,590,182$39.9M0.40%2025-12-31
23FLC Capital Advisors1,545,245$38.8M0.39%2025-12-31
24Empowered Funds, LLC1,422,490$35.7M0.36%2025-12-31
25Bouchey Financial Group Ltd1,416,984$35.5M0.36%2025-12-31
26MORGAN STANLEY1,386,075$34.8M0.35%2025-12-31
27Baird Financial Group, Inc.1,355,420$34.0M0.34%2025-12-31
28Beacon Wealthcare LLC1,345,645$33.7M0.34%2025-12-31
29DAVENPORT & Co LLC1,343,014$33.7M0.34%2025-12-31
30Hapanowicz & Associates Financial Services, Inc1,336,122$33.5M0.34%2025-12-31
31First National Trust Co1,213,660$30.4M0.30%2025-12-31
32High Probability Advisors, LLC1,198,687$30.1M0.30%2025-12-31
33WestHill Financial Advisors, Inc.1,138,809$28.6M0.29%2025-12-31
34Madison Asset Management, LLC1,132,088$28.4M0.28%2025-12-31
35Stokes Family Office, LLC1,122,390$28.1M0.28%2025-12-31
36Creative Planning1,074,779$27.0M0.27%2025-12-31
37Galvin, Gaustad & Stein, LLC1,064,666$26.7M0.27%2025-12-31
38WELLS FARGO & COMPANY/MN1,002,353$25.1M0.25%2025-12-31
39Allworth Financial LP979,014$24.6M0.24%2025-12-31
40Midwest Trust Co960,038$24.1M0.24%2025-12-31
41Tradition Wealth Management, LLC951,629$23.9M0.24%2025-12-31
42Cetera Investment Advisers915,996$23.0M0.23%2025-12-31
43Your Advocates Ltd., LLP871,230$21.9M0.22%2025-12-31
44HC Advisors, LLC857,670$21.5M0.21%2025-12-31
45DIVERSIFY WEALTH MANAGEMENT, LLC831,357$20.9M0.21%2025-12-31
46MassMutual Private Wealth & Trust, FSB722,546$18.1M0.18%2025-12-31
47JONES FINANCIAL COMPANIES LLLP717,517$18.0M0.18%2025-12-31
48PURE PORTFOLIOS HOLDINGS LLC694,837$17.4M0.17%2025-12-31
49Morton Brown Family Wealth, LLC675,334$16.9M0.17%2025-12-31
50SWS Partners646,305$16.2M0.16%2025-12-31
51Altiora Financial Group, LLC644,296$16.2M0.16%2025-12-31
52Marshall Financial Group, LLC634,381$15.9M0.16%2025-12-31
53Summit Financial, LLC612,874$15.4M0.15%2025-12-31
54Kathmere Capital Management, LLC599,016$15.0M0.15%2025-12-31
55MML INVESTORS SERVICES, LLC553,187$13.9M0.14%2025-12-31
56EXENCIAL WEALTH ADVISORS, LLC553,053$13.9M0.14%2025-12-31
57BlackRock, Inc.528,917$13.3M0.13%2025-12-31
58Vident Advisory, LLC504,391$12.7M0.12%2025-12-31
59FRANKLIN RESOURCES INC500,038$12.5M0.12%2025-12-31
60Holcombe Financial, Inc.479,198$12.0M0.12%2025-12-31
61McAdam, LLC462,300$11.6M0.11%2025-12-31
62WorthPointe, LLC459,503$11.5M0.11%2025-12-31
63Fiduciary Alliance LLC446,840$11.2M0.11%2025-12-31
64Walker Financial Services, Inc.443,050$11.1M0.11%2025-12-31
65Walkner Condon Financial Advisors LLC433,231$10.9M0.11%2025-12-31
66Attessa Capital LLC425,498$10.7M0.10%2025-12-31
67Foundation Wealth Management, LLC\PA423,222$10.6M0.10%2025-12-31
68Oakwell Private Wealth Management, LLC415,988$10.4M0.10%2025-12-31
69Destiny Wealth Partners, LLC409,397$10.3M0.10%2025-12-31
70Valmark Advisers, Inc.406,557$10.2M0.10%2025-12-31
71ADVOCATE GROUP LLC405,405$10.2M0.10%2025-12-31
72Archer Investment Management, LLC404,578$10.1M0.10%2025-12-31
73Clarity Wealth Development LLC386,777$9.7M0.09%2025-12-31
74COMMONWEALTH EQUITY SERVICES, LLC379,249$9.5M0.09%2025-12-31
75Darrow Company, Inc.374,105$9.4M0.09%2025-12-31
76Act Two Investors LLC368,270$9.2M0.09%2025-12-31
77Blake Schutter Theil Wealth Advisors, LLC352,896$8.9M0.08%2025-12-31
78Centric Wealth Management338,266$8.4M0.08%2025-12-31
79Tennessee Valley Asset Management Partners331,741$8.3M0.08%2025-12-31
80SENTINEL PENSION ADVISORS, LLC326,375$8.2M0.08%2025-12-31
81Payne Capital LLC324,798$8.1M0.08%2025-12-31
82Kelly Financial Services LLC324,019$8.1M0.08%2025-12-31
83BENJAMIN EDWARDS INC312,016$7.8M0.07%2025-12-31
84Focus Partners Wealth309,545$7.8M0.07%2025-12-31
85UBS Group AG300,885$7.5M0.07%2025-12-31
86BANK OF MONTREAL /CAN/294,591$7.4M0.07%2025-12-31
87RAYMOND JAMES FINANCIAL INC289,528$7.3M0.07%2025-12-31
88Harvest Portfolios Group Inc.276,867$6.9M0.07%2025-12-31
89Cooke Wealth Management, LLC252,010$6.3M0.06%2025-12-31
90DOCK STREET ASSET MANAGEMENT INC245,140$6.1M0.06%2025-12-31
91Maridea Wealth Management LLC244,761$6.1M0.06%2025-12-31
92Stratos Wealth Advisors, LLC242,866$6.1M0.06%2025-12-31
93Kestra Advisory Services, LLC236,312$5.9M0.06%2025-12-31
94BLVD Private Wealth, LLC235,611$5.9M0.06%2025-12-31
95L.K. Benson & Company, P.C.225,195$5.6M0.05%2025-12-31
96Spectrum Asset Management, Inc. (NB/CA)224,809$5.6M0.05%2025-12-31
97MYECFO, LLC222,365$5.6M0.05%2025-12-31
98Independent Solutions Wealth Management, LLC219,597$5.5M0.05%2025-12-31
99Foundations Investment Advisors, LLC216,775$5.4M0.05%2025-12-31
100WT Wealth Management215,408$5.4M0.05%2025-12-31
101Christensen, King & Associates Investment Services, Inc.214,708$5.4M0.05%2025-12-31
102STABLEFORD CAPITAL II LLC210,923$5.3M0.05%2025-12-31
103Diversify Advisory Services, LLC210,601$5.3M0.05%2025-12-31
104W.H. Cornerstone Investments Inc.206,667$5.2M0.05%2025-12-31
105Code Waechter LLC205,411$5.2M0.05%2025-12-31
106Heritage Wealth Management, Inc. /CA/204,474$5.1M0.05%2025-12-31
107LIBRA WEALTH LLC202,043$5.1M0.05%2025-12-31
108SIGNET FINANCIAL MANAGEMENT, LLC185,640$4.7M0.04%2025-12-31
109Modus Advisors, LLC184,650$4.6M0.04%2025-12-31
110CAPTRUST FINANCIAL ADVISORS182,823$4.6M0.04%2025-12-31
111Hilltop Partners LLC175,530$4.4M0.04%2025-12-31
112HighTower Advisors, LLC171,110$4.3M0.04%2025-12-31
113BNP PARIBAS FINANCIAL MARKETS170,000$4.3M0.04%2025-12-31
114North Forty Two & Co.169,122$4.2M0.04%2025-12-31
115Savvy Advisors, Inc.166,952$4.2M0.04%2025-12-31
116Upper Left Wealth Management, LLC166,767$4.2M0.04%2025-12-31
117OSAIC HOLDINGS, INC.164,028$4.1M0.04%2025-12-31
118SYM FINANCIAL Corp153,907$3.9M0.03%2025-12-31
119NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO150,744$3.8M0.03%2025-12-31
120ASSETMARK, INC150,529$3.8M0.03%2025-12-31
121Inspire Advisors, LLC149,606$3.8M0.03%2025-12-31
122Ausdal Financial Partners, Inc.149,296$3.7M0.03%2025-12-31
123Columbus Macro, LLC144,674$3.6M0.03%2025-12-31
124Tower Research Capital LLC (TRC)141,759$3.6M0.03%2025-12-31
125Farrow Financial Inc.140,842$3.5M0.03%2025-12-31
126Financial & Tax Architects, LLC137,820$3.5M0.03%2025-12-31
127Mariner, LLC137,262$3.4M0.03%2025-12-31
128Keystone Global Partners, LLC135,989$3.4M0.03%2025-12-31
129JDM Financial Group LLC135,762$3.4M0.03%2025-12-31
130Addison Advisors LLC132,019$3.3M0.03%2025-12-31
131Csenge Advisory Group130,535$3.3M0.03%2025-12-31
132SCS Capital Management LLC127,006$3.2M0.03%2025-12-31
133BLAIR WILLIAM & CO/IL122,783$3.1M0.03%2025-12-31
134MERITAGE PORTFOLIO MANAGEMENT120,015$3.0M0.03%2025-12-31
135Vise Technologies, Inc.116,159$2.9M0.02%2025-12-31
136Dynamic Advisor Solutions LLC115,687$2.9M0.02%2025-12-31
137Williams Financial, LLC113,341$2.8M0.02%2025-12-31
138KEYVANTAGE WEALTH, LLC113,110$2.8M0.02%2025-12-31
139Hendershot Investments Inc.112,683$2.8M0.02%2025-12-31
140Inman Jager Wealth Management, LLC112,584$2.8M0.02%2025-12-31
141Pflug Koory, LLC112,062$2.8M0.02%2025-12-31
142TRAN CAPITAL MANAGEMENT, L.P.111,105$2.8M0.02%2025-12-31
143Compound Planning, Inc.110,766$2.8M0.02%2025-12-31
144Greenline Partners, LLC109,573$2.7M0.02%2025-12-31
145CREATIVE FINANCIAL DESIGNS INC /ADV108,387$2.7M0.02%2025-12-31
146Fermata Advisors, LLC106,899$2.7M0.02%2025-12-31
147SALEM INVESTMENT COUNSELORS INC106,455$2.7M0.02%2025-12-31
148Stratos Wealth Partners, LTD.106,017$2.7M0.02%2025-12-31
149Spire Wealth Management104,560$2.6M0.02%2025-12-31
150CacheTech Inc.102,455$2.6M0.02%2025-12-31
151Adams Wealth Management102,455$2.6M0.02%2025-12-31
152Mendota Financial Group, LLC99,642$2.5M0.02%2025-12-31
153Savant Capital, LLC98,869$2.5M0.02%2025-12-31
154WealthCare Investment Partners, LLC97,063$2.4M0.02%2025-12-31
155Barden Capital Management, Inc.95,798$2.4M0.02%2025-12-31
156PRINCIPAL SECURITIES, INC.94,453$2.4M0.02%2025-12-31
157Kaizen Financial Strategies93,542$2.3M0.02%2025-12-31
158Passive Capital Management, LLC.92,914$2.3M0.02%2025-12-31
159GenWealth Group, Inc.92,330$2.3M0.02%2025-12-31
160Financial Engines Advisors L.L.C.88,729$2.2M0.02%2025-12-31
161Focus Financial Network, Inc.87,844$2.2M0.02%2025-12-31
162Alternative Investment Advisors, LLC.87,189$2.2M0.02%2025-12-31
163KELLY FINANCIAL GROUP LLC87,183$2.2M0.02%2025-12-31
164HUTCHINSON CAPITAL MANAGEMENT/CA87,058$2.2M0.02%2025-12-31
165Empirical Asset Management, LLC85,638$2.1M0.02%2025-12-31
166COMERICA BANK84,677$2.1M0.02%2025-12-31
167Perigon Wealth Management, LLC84,389$2.1M0.02%2025-12-31
168Johnson Financial Group, LLC83,767$2.1M0.02%2025-12-31
169Enstar Group LTD83,500$2.1M0.02%2025-12-31
170NBC SECURITIES, INC.82,168$2.1M0.02%2025-12-31
171NATIONAL BANK OF CANADA /FI/81,889$2.1M0.02%2025-12-31
172Charles Schwab Trust Co81,300$2.0M0.02%2025-12-31
173HARTLINE INVESTMENT CORP/79,700$2.0M0.02%2025-12-31
174Nova R Wealth, Inc.79,347$2.0M0.02%2025-12-31
175WBH ADVISORY INC78,829$2.0M0.02%2025-12-31
176MilWealth Group LLC77,302$1.9M0.01%2025-12-31
177Ethos Financial Group, LLC74,733$1.9M0.01%2025-12-31
178GTS SECURITIES LLC74,725$1.9M0.01%2025-12-31
179AE Wealth Management LLC73,327$1.8M0.01%2025-12-31
180Rede Wealth, LLC72,734$1.8M0.01%2025-12-31
181Successful Portfolios LLC69,483$1.7M0.01%2025-12-31
182North Ridge Wealth Advisors, Inc.65,654$1.6M0.01%2025-12-31
183Beverly Hills Private Wealth, LLC62,502$1.6M0.01%2025-12-31
184NewEdge Advisors, LLC61,921$1.6M0.01%2025-12-31
185Farther Finance Advisors, LLC58,718$1.5M0.01%2025-12-31
186Waverly Advisors, LLC58,061$1.5M0.01%2025-12-31
187MFG WEALTH MANAGEMENT, INC.56,595$1.4M0.01%2025-12-31
188IFP Advisors, Inc55,937$1.4M0.01%2025-12-31
189Willis Johnson & Associates, Inc.55,719$1.4M0.01%2025-12-31
190Sonoma Private Wealth LLC54,895$1.4M0.01%2025-12-31
191Eagle Strategies LLC54,326$1.4M0.01%2025-12-31
192Brookstone Capital Management52,782$1.3M0.01%2025-12-31
193LEAVELL INVESTMENT MANAGEMENT, INC.51,340$1.3M0.01%2025-12-31
194Sellwood Investment Partners LLC50,958$1.3M0.01%2025-12-31
195HORIZON FINANCIAL SERVICES, LLC50,629$1.3M0.01%2025-12-31
196Hidden Cove Wealth Management, LLC49,462$1.2M0.01%2025-12-31
197Tortoise Investment Management, LLC49,160$1.2M0.01%2025-12-31
198Asset Management Group, Inc.49,049$1.2M0.01%2025-12-31
199Comprehensive Wealth Management, LLC49,008$1.2M0.01%2025-12-31
200STUDIO INVESTMENT MANAGEMENT LLC48,232$1.2M0.01%2025-12-31
201Belpointe Asset Management LLC48,152$1.2M0.01%2025-12-31
202True Link Financial Advisors, LLC48,049$1.2M0.01%2025-12-31
203MERCER GLOBAL ADVISORS INC /ADV47,742$1.2M0.01%2025-12-31
204Diligent Investors, LLC46,445$1.2M0.01%2025-12-31
205Venture Visionary Partners LLC46,443$1.2M0.01%2025-12-31
206Fifth Third Securities, Inc. 46,125$1.2M0.01%2025-12-31
207Koshinski Asset Management, Inc.45,841$1.1M0.01%2025-12-31
208Waycross Investment Management Co45,646$1.1M0.01%2025-12-31
2091620 INVESTMENT ADVISORS, INC.45,070$1.1M0.01%2025-12-31
210RENAISSANCE TECHNOLOGIES LLC45,000$1.1M0.01%2025-12-31
211Grantham, Mayo, Van Otterloo & Co. LLC44,874$1.1M0.01%2025-12-31
212TD PRIVATE CLIENT WEALTH LLC44,289$1.1M0.01%2025-12-31
213Envestnet Portfolio Solutions, Inc.44,036$1.1M0.01%2025-12-31
214CANTOR FITZGERALD INVESTMENT ADVISORS L.P.43,903$1.1M0.01%2025-12-31
215Simplicity Wealth,LLC43,882$1.1M0.01%2025-12-31
216StoneX Group Inc.43,698$1.1M0.01%2025-12-31
217GWN SECURITIES INC.43,416$1.1M0.01%2025-12-31
218Wealthcare Advisory Partners LLC43,144$1.1M0.01%2025-12-31
219Corient Private Wealth LLC42,996$1.1M0.01%2025-12-31
220INTEGRITY WEALTH ADVISORS, INC.40,879$1.0M0.01%2025-12-31
221EverSource Wealth Advisors, LLC40,778$1.0M0.01%2025-12-31
222COMMERCE BANK40,386$1.0M0.01%2025-12-31
223NFP Retirement, Inc.39,813$998.5K0.01%2025-12-31
224Manhattan West Asset Management, LLC39,595$993.0K0.01%2025-12-31
225IHT Wealth Management, LLC38,597$968.0K0.00%2025-12-31
226WEALTHGARDEN F.S. LLC38,636$967.4K0.00%2025-12-31
227Avior Wealth Management, LLC37,903$950.6K0.00%2025-12-31
228Ransom Advisory, Ltd36,000$902.9K0.00%2025-12-31
229Madden Advisory Services, Inc.35,921$900.9K0.00%2025-12-31
230FLPUTNAM INVESTMENT MANAGEMENT CO35,845$899.0K0.00%2025-12-31
231Advyzon Investment Management, LLC35,629$893.6K0.00%2025-12-31
232Fiduciary Trust Co35,076$879.7K0.00%2025-12-31
233New Hampshire Trust34,929$876.0K0.00%2025-12-31
234RCW Management, LLC34,177$857.2K0.00%2025-12-31
235Brucke Financial, Inc.34,027$853.4K0.00%2025-12-31
236TRUST POINT INC.33,989$852.4K0.00%2025-12-31
237SOUTH PLAINS FINANCIAL, INC.33,644$843.5K0.00%2025-12-31
238Bell Investment Advisors, Inc33,602$842.7K0.00%2025-12-31
239Net Worth Advisory Group33,530$840.9K0.00%2025-12-31
240Sequoia Financial Advisors, LLC33,483$839.8K0.00%2025-12-31
241Parkside Financial Bank & Trust33,144$831.2K0.00%2025-12-31
242Moors & Cabot, Inc.33,123$830.7K0.00%2025-12-31
243CreativeOne Wealth, LLC32,747$821.3K0.00%2025-12-31
244Merit Financial Group, LLC32,655$819.0K0.00%2025-12-31
245Alesco Advisors LLC32,325$810.7K0.00%2025-12-31
246Private Advisor Group, LLC31,665$794.2K0.00%2025-12-31
247CoreCap Advisors, LLC30,573$766.8K0.00%2025-12-31
248OneAscent Financial Services LLC30,447$763.6K0.00%2025-12-31
249SeaCrest Wealth Management, LLC30,348$762.6K0.00%2025-12-31
250Beacon Pointe Advisors, LLC28,778$721.8K0.00%2025-12-31
251EVERMAY WEALTH MANAGEMENT LLC28,217$707.7K0.00%2025-12-31
252Phil A. Younker & Associates, Ltd.27,514$690.1K0.00%2025-12-31
253Northwest Capital Management Inc26,818$672.6K0.00%2025-12-31
254Vermillion Wealth Management, Inc.26,046$653.2K0.00%2025-12-31
255Independent Advisor Alliance25,357$636.0K0.00%2025-12-31
256MERIDIAN MANAGEMENT CO25,011$627.3K0.00%2025-12-31
257VAN STRUM & TOWNE INC.24,765$621.1K0.00%2025-12-31
258MGO ONE SEVEN LLC23,912$599.7K0.00%2025-12-31
259Integrated Wealth Concepts LLC23,654$593.2K0.00%2025-12-31
260GOLDMAN SACHS GROUP INC23,384$586.5K0.00%2025-12-31
261Empower Advisory Group, LLC23,325$585.0K0.00%2025-12-31
262Sanctuary Advisors, LLC23,059$578.3K0.00%2025-12-31
263MBE Wealth Management, LLC22,533$565.1K0.00%2025-12-31
264Hexagon Capital Partners LLC22,472$563.6K0.00%2025-12-31
265NorthRock Partners, LLC22,325$559.9K0.00%2025-12-31
266Empirical Financial Services, LLC d.b.a. Empirical Wealth Management22,302$559.3K0.00%2025-12-31
267XY Planning Network, Inc.22,207$557.0K0.00%2025-12-31
268Sigma Planning Corp22,095$554.2K0.00%2025-12-31
269Quartz Partners, LLC22,013$552.1K0.00%2025-12-31
270M. Kulyk & Associates, LLC21,700$544.2K0.00%2025-12-31
271FAGAN ASSOCIATES, INC.21,673$543.6K0.00%2025-12-31
272Rockbridge Investment Management, LCC21,411$537.0K0.00%2025-12-31
273Twele Capital Management, Inc.20,866$523.3K0.00%2025-12-31
274eCIO, Inc.20,246$507.8K0.00%2025-12-31
275Family Investment Center, Inc.20,036$502.5K0.00%2025-12-31
276Hardin Capital Partners, LLC19,706$494.2K0.00%2025-12-31
277Mutual Advisors, LLC19,412$486.9K0.00%2025-12-31
278FMR LLC19,268$483.2K0.00%2025-12-31
279Noble Family Wealth, LLC19,108$479.2K0.00%2025-12-31
280Accelerate Investment Advisors LLC18,300$459.0K0.00%2025-12-31
281BCS Wealth Management18,180$455.9K0.00%2025-12-31
282Worth Asset Management, LLC18,004$451.5K0.00%2025-12-31
283Pacific Capital Wealth Advisors, Inc.17,969$450.7K0.00%2025-12-31
284Equita Financial Network, Inc.17,968$450.6K0.00%2025-12-31
285PFG Advisors17,607$441.6K0.00%2025-12-31
286Kingsview Wealth Management, LLC17,445$437.5K0.00%2025-12-31
287Larson Financial Group LLC17,234$432.2K0.00%2025-12-31
288J.E. Simmons & Co., P.C.17,073$428.2K0.00%2025-12-31
289Portland Financial Advisors Inc16,834$422.2K0.00%2025-12-31
290Integrated Advisors Network LLC16,670$418.1K0.00%2025-12-31
291Bangor Savings Bank16,593$416.2K0.00%2025-12-31
292TRUIST FINANCIAL CORP16,553$415.1K0.00%2025-12-31
293COMPASS CAPITAL MANAGEMENT, INC16,119$404.3K0.00%2025-12-31
294RFG Advisory, LLC15,765$395.4K0.00%2025-12-31
295Laird Norton Wetherby Trust Company, LLC15,618$391.7K0.00%2025-12-31
296UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC15,523$389.3K0.00%2025-12-31
297Rinkey Investments15,493$388.6K0.00%2025-12-31
298FC Advisory LLC15,230$382.0K0.00%2025-12-31
299Churchill Financial Advisors, LLC15,081$378.2K0.00%2025-12-31
300CHAPIN DAVIS, INC.14,973$375.5K0.00%2025-12-31
301Note Advisors, LLC14,968$374.5K0.00%2025-12-31
302Orion Porfolio Solutions, LLC14,922$374.2K0.00%2025-12-31
303Claro Advisors LLC13,295$333.4K0.00%2025-12-31
304First County Bank /CT/13,044$327.1K0.00%2025-12-31
305Strategic Blueprint, LLC12,986$325.7K0.00%2025-12-31
306Roundview Capital LLC12,923$324.1K0.00%2025-12-31
307Advisors Asset Management, Inc.12,834$321.9K0.00%2025-12-31
308Global Retirement Partners, LLC12,790$320.8K0.00%2025-12-31
309Focus Partners Advisor Solutions, LLC12,707$318.7K0.00%2025-12-31
310L2 Asset Management, LLC12,542$314.6K0.00%2025-12-31
311Coastal Bridge Advisors, LLC12,421$311.5K0.00%2025-12-31
312Seneschal Advisors, LLC11,796$295.8K0.00%2025-12-31
313Rockefeller Capital Management L.P.11,708$293.6K0.00%2025-12-31
314Transamerica Financial Advisors, LLC11,554$289.8K0.00%2025-12-31
315Evanson Asset Management, LLC11,345$284.5K0.00%2025-12-31
316Asset Allocation Strategies LLC11,170$280.1K0.00%2025-12-31
317PATTEN & PATTEN INC/TN11,133$279.2K0.00%2025-12-31
318Invst, LLC10,937$274.3K0.00%2025-12-31
319HB Wealth Management, LLC10,829$271.6K0.00%2025-12-31
320PNC Financial Services Group, Inc.10,733$269.2K0.00%2025-12-31
321Certified Advisory Corp10,722$268.9K0.00%2025-12-31
322Blueprint Investment Partners LLC10,555$264.7K0.00%2025-12-31
323Integrity Advisory Solutions, LLC10,383$260.4K0.00%2025-12-31
324August Group Capital Ltd10,273$257.7K0.00%2025-12-31
325WEST PACES ADVISORS INC.10,265$257.4K0.00%2025-12-31
326Chancellor Financial Group WB LP10,077$252.7K0.00%2025-12-31
327ORLEANS CAPITAL MANAGEMENT CORP/LA10,000$250.8K0.00%2025-12-31
328Quantinno Capital Management LP9,857$247.2K0.00%2025-12-31
329RB Capital Management, LLC9,713$243.6K0.00%2025-12-31
330Ashton Thomas Private Wealth, LLC9,697$243.2K0.00%2025-12-31
331OpenArc Corporate Advisory, LLC9,658$242.2K0.00%2025-12-31
332Seek First Inc.9,626$241.4K0.00%2025-12-31
333Bulwark Capital Corp9,546$239.4K0.00%2025-12-31
334VERUS CAPITAL PARTNERS, LLC9,505$238.4K0.00%2025-12-31
335Lifeworks Advisors, LLC9,392$235.5K0.00%2025-12-31
336CITIGROUP INC9,287$232.9K0.00%2025-12-31
337Washington Trust Advisors, Inc.9,150$229.5K0.00%2025-12-31
338Krilogy Financial LLC9,080$227.4K0.00%2025-12-31
339Capital Management Associates, Inc8,967$224.9K0.00%2025-12-31
340RKL Wealth Management LLC8,924$223.8K0.00%2025-12-31
341Trivium Point Advisory, LLC8,899$223.2K0.00%2025-12-31
342Modern Wealth Management, LLC8,797$220.6K0.00%2025-12-31
343HOLLENCREST CAPITAL MANAGEMENT8,780$220.2K0.00%2025-12-31
344OneDigital Investment Advisors LLC8,656$217.1K0.00%2025-12-31
345Acropolis Investment Management, LLC8,344$209.3K0.00%2025-12-31
346LAUREL OAK WEALTH MANAGEMENT, LLC8,268$207.4K0.00%2025-12-31
347FSB PREMIER WEALTH MANAGEMENT, INC.8,229$206.4K0.00%2025-12-31
348O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,178$205.1K0.00%2025-12-31
349GenTrust, LLC8,150$204.4K0.00%2025-12-31
350Grove Street Fiduciary, LLC8,085$202.8K0.00%2025-12-31
351Allen Capital Group, LLC8,056$202.0K0.00%2025-12-31
352CHAPMAN FINANCIAL GROUP, LLC7,950$199.4K0.00%2025-12-31
353Arkadios Wealth Advisors7,846$196.8K0.00%2025-12-31
354MAI Capital Management7,712$193.4K0.00%2025-12-31
355Capital Investment Advisory Services, LLC7,419$186.1K0.00%2025-12-31
356J.W. COLE ADVISORS, INC.11,843$162.4K0.00%2025-12-31
357Caitlin John, LLC6,224$156.1K0.00%2025-12-31
358HUNTINGTON NATIONAL BANK6,177$154.9K0.00%2025-12-31
359Dorato Capital Management5,871$147.5K0.00%2025-12-31
360Smartleaf Asset Management LLC5,840$146.8K0.00%2025-12-31
361World Investment Advisors17,504$145.6K0.00%2025-12-31
362Private Wealth Management Group, LLC5,680$142.5K0.00%2025-12-31
363INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC5,663$142.0K0.00%2025-12-31
364ASHTON THOMAS SECURITIES, LLC5,634$141.3K0.00%2025-12-31
365HOWE & RUSLING INC5,280$132.4K0.00%2025-12-31
366Advisor OS, LLC5,050$126.7K0.00%2025-12-31
367CIBC Private Wealth Group LLC4,881$122.4K0.00%2025-12-31
368WFA of San Diego, LLC4,730$118.9K0.00%2025-12-31
369ORG Partners LLC4,506$113.0K0.00%2025-12-31
370Milestone Investment Advisors LLC4,340$108.8K0.00%2025-12-31
371Painted Porch Advisors LLC4,306$108.2K0.00%2025-12-31
372Archer Investment Corp4,071$102.1K0.00%2025-12-31
373Breakwater Investment Management3,926$98.5K0.00%2025-12-31
374US BANCORP \DE\3,519$88.3K0.00%2025-12-31
375SageView Advisory Group, LLC3,435$86.2K0.00%2025-12-31
376Ancora Advisors LLC3,404$85.4K0.00%2025-12-31
377Rossby Financial, LCC3,386$84.9K0.00%2025-12-31
378Ritter Daniher Financial Advisory LLC / DE3,367$84.5K0.00%2025-12-31
379Strategic Advocates LLC3,164$79.5K0.00%2025-12-31
380WealthCollab, LLC3,155$79.1K0.00%2025-12-31
381HARBOUR INVESTMENTS, INC.3,008$75.4K0.00%2025-12-31
382PFS Partners, LLC2,953$74.1K0.00%2025-12-31
383Crews Bank & Trust2,687$67.4K0.00%2025-12-31
384BARTLETT & CO. WEALTH MANAGEMENT LLC2,443$61.3K0.00%2025-12-31
385Aptus Capital Advisors, LLC2,328$58.4K0.00%2025-12-31
386AdvisorNet Financial, Inc2,060$51.7K0.00%2025-12-31
387Geneos Wealth Management Inc.1,965$49.3K0.00%2025-12-31
388Steward Partners Investment Advisory, LLC1,937$48.6K0.00%2025-12-31
389FLAGSHIP HARBOR ADVISORS, LLC1,815$45.5K0.00%2025-12-31
390KERR FINANCIAL PLANNING Corp1,645$41.3K0.00%2025-12-31
391GeoWealth Management, LLC1,640$41.1K0.00%2025-12-31
392Blue Trust, Inc.1,622$40.7K0.00%2025-12-31
393Key Financial Inc1,496$37.5K0.00%2025-12-31
394HOEY INVESTMENTS, INC1,463$36.7K0.00%2025-12-31
395FIFTH THIRD BANCORP1,417$35.5K0.00%2025-12-31
396Rosenberg Matthew Hamilton1,373$34.4K0.00%2025-12-31
397Triumph Capital Management1,371$34.4K0.00%2025-12-31
398NBT BANK N A /NY25$34.0K0.00%2025-12-31
399Tradewinds Capital Management, LLC1,294$32.5K0.00%2025-12-31
400ARMSTRONG ADVISORY GROUP, INC1,211$30.4K0.00%2025-12-31
401FOSTER & MOTLEY INC1,122,315$28.1K0.28%2025-12-31
402Aventura Private Wealth, LLC998$25.1K0.00%2025-12-31
403Kennebec Savings Bank994$24.9K0.00%2025-12-31
404Asset Dedication, LLC964$24.2K0.00%2025-12-31
405MCF Advisors LLC874$21.9K0.00%2025-12-31
406PHILLIPS FINANCIAL MANAGEMENT, LLC809$20.3K0.00%2025-12-31
407Peachtree Investment Partners, LLC700$17.6K0.00%2025-12-31
408One Degree Advisors Inc650,156$16.3K0.16%2025-12-31
409CDKV HOLDINGS LLC629$15.8K0.00%2025-12-31
410VIRTUS ADVISERS, LLC587$14.7K0.00%2025-12-31
411TUCKER ASSET MANAGEMENT LLC572$14.2K0.00%2025-12-31
412MONTAG A & ASSOCIATES INC538$13.5K0.00%2025-12-31
413Valpey Financial Services, LLC320,743$12.8K0.08%2025-12-31
414Anfield Capital Management, LLC490$12.3K0.00%2025-12-31
415BROWN BROTHERS HARRIMAN & CO490$12.3K0.00%2025-12-31
416BALLAST ADVISORS LLC474$11.9K0.00%2025-12-31
417White Pine Investment CO436,376$10.9K0.11%2025-12-31
418Godfrey Financial Associates, Inc.405$10.2K0.00%2025-12-31
419Murphy & Mullick Capital Management Corp322$8.1K0.00%2025-12-31
420Cornerstone Planning Group LLC309$7.7K0.00%2025-12-31
421Front Row Advisors LLC300$7.5K0.00%2025-12-31
422Cambridge Investment Research Advisors, Inc.261,637$6.6K0.06%2025-12-31
423TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV242$6.1K0.00%2025-12-31
424Friedenthal Financial236$5.9K0.00%2025-12-31
425Cloud Capital Management, LLC228,874$5.7K0.05%2025-12-31