FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,168.04-0.13%
XLE56.72-0.12%
STOXX50E5,860.32-0.39%
XLF51.820.05%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,789.750.10%
GSPC7,173.960.12%
Temp30°C
UV10.4
Feels34.8°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time2:49 PM
CUSIP 808524862

SCHWAB STRATEGIC TR

448 institutions · $7.39B total · 303,261,352 shares

#ManagerSharesValue% of TotalPeriod
1BANK OF AMERICA CORP /DE/115,744,367$2.82B38.16%2025-12-31
2AMERIPRISE FINANCIAL INC18,907,702$462.8M6.23%2025-12-31
3SEI INVESTMENTS CO18,600,555$453.3M6.13%2025-12-31
4JPMORGAN CHASE & CO11,874,117$289.4M3.91%2025-12-31
5ENVESTNET ASSET MANAGEMENT INC7,472,933$182.1M2.46%2025-12-31
6STIFEL FINANCIAL CORP5,854,830$142.7M1.93%2025-12-31
7Wealthfront Advisers LLC4,077,325$99.4M1.34%2025-12-31
8Moisand Fitzgerald Tamayo, LLC3,670,514$89.5M1.21%2025-12-31
9PNC Financial Services Group, Inc.3,219,377$78.5M1.06%2025-12-31
10WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,177,583$77.5M1.04%2025-12-31
11STATE STREET CORP3,100,000$75.5M1.02%2025-12-31
12MCF Advisors LLC2,707,909$66.0M0.89%2025-12-31
13Bangor Savings Bank2,420,616$59.0M0.79%2025-12-31
14Cerity Partners LLC2,110,086$51.4M0.69%2025-12-31
15STEPHENS GROUP ASSET MANAGEMENT, LLC2,077,813$50.6M0.68%2025-12-31
16LVW Advisors, LLC2,072,234$50.5M0.68%2025-12-31
17FIDUCIARY FINANCIAL GROUP, LLC1,952,052$47.6M0.64%2025-12-31
18TruNorth Capital Management, LLC1,937,988$47.2M0.63%2025-12-31
19Merit Financial Group, LLC1,884,932$45.9M0.62%2025-12-31
20DAVENPORT & Co LLC1,731,025$42.2M0.57%2025-12-31
21LPL Financial LLC1,728,454$42.1M0.56%2025-12-31
22FLC Capital Advisors1,629,211$39.7M0.53%2025-12-31
23High Probability Advisors, LLC1,469,142$35.8M0.48%2025-12-31
24MORGAN STANLEY1,461,426$35.6M0.48%2025-12-31
25MERCER GLOBAL ADVISORS INC /ADV1,437,525$35.0M0.47%2025-12-31
26SCS Capital Management LLC1,402,884$34.2M0.46%2025-12-31
27ACCESS FINANCIAL SERVICES, INC.1,381,585$33.7M0.45%2025-12-31
28Willis Johnson & Associates, Inc.1,359,076$33.1M0.44%2025-12-31
29Midwest Trust Co1,322,692$32.2M0.43%2025-12-31
30WELLS FARGO & COMPANY/MN1,312,474$32.0M0.43%2025-12-31
31LEAVELL INVESTMENT MANAGEMENT, INC.1,284,869$31.3M0.42%2025-12-31
32MAI Capital Management1,263,570$30.8M0.41%2025-12-31
33Passive Capital Management, LLC.1,166,284$28.4M0.38%2025-12-31
34United Capital Management of KS, Inc.1,127,935$27.5M0.37%2025-12-31
35UBS Group AG1,119,017$27.3M0.36%2025-12-31
36Cetera Investment Advisers1,054,472$25.7M0.34%2025-12-31
37Charles Schwab Trust Co1,037,219$25.3M0.34%2025-12-31
38Avior Wealth Management, LLC983,861$24.0M0.32%2025-12-31
39Holcombe Financial, Inc.959,862$23.4M0.31%2025-12-31
40Savant Capital, LLC932,951$22.7M0.30%2025-12-31
41MBM WEALTH CONSULTANTS, LLC899,719$21.9M0.29%2025-12-31
42Galvin, Gaustad & Stein, LLC882,638$21.5M0.29%2025-12-31
43Waverly Advisors, LLC877,529$21.4M0.28%2025-12-31
44MassMutual Private Wealth & Trust, FSB848,705$20.7M0.27%2025-12-31
45TRUIST FINANCIAL CORP831,667$20.3M0.27%2025-12-31
46NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO812,517$19.8M0.26%2025-12-31
47Journey Advisory Group, LLC795,344$19.4M0.26%2025-12-31
48Courage Miller Partners, LLC794,567$19.4M0.26%2025-12-31
49AdvisorNet Financial, Inc790,290$19.3M0.26%2025-12-31
50Fund Evaluation Group, LLC772,924$18.8M0.25%2025-12-31
51BRANDYWINE OAK PRIVATE WEALTH LLC753,731$18.4M0.24%2025-12-31
52Inspire Investing, LLC737,734$18.0M0.24%2025-12-31
53NOVEM GROUP737,188$18.0M0.24%2025-12-31
54Black Diamond Financial, LLC697,251$17.0M0.22%2025-12-31
55Brooklyn Investment Group685,399$16.7M0.22%2025-12-31
56Resonant Capital Advisors, LLC671,112$16.4M0.22%2025-12-31
57Stratos Wealth Advisors, LLC666,641$16.2M0.21%2025-12-31
58RMR Wealth Builders656,804$16.0M0.21%2025-12-31
59BALLAST ADVISORS LLC650,187$15.8M0.21%2025-12-31
60BWM Planning, LLC629,939$15.4M0.20%2025-12-31
61Alesco Advisors LLC618,801$15.1M0.20%2025-12-31
62JPL Wealth Management, LLC613,191$14.9M0.20%2025-12-31
63Pure Financial Advisors, LLC596,850$14.5M0.19%2025-12-31
64Northeast Financial Group, Inc.594,236$14.5M0.19%2025-12-31
65Marotta Asset Management592,692$14.4M0.19%2025-12-31
66PURE PORTFOLIOS HOLDINGS LLC592,210$14.4M0.19%2025-12-31
67Avidian Wealth Enterprises, LLC592,021$14.4M0.19%2025-12-31
68Clear Retirement Advice LLC588,651$14.3M0.19%2025-12-31
69World Investment Advisors565,126$13.7M0.18%2025-12-31
70Clearwater Capital Advisors, LLC552,087$13.5M0.18%2025-12-31
71Vivaldi Capital Management LP543,040$13.2M0.17%2025-12-31
72Prairiewood Capital, LLC539,460$13.1M0.17%2025-12-31
73Towneley Capital Management, Inc / DE537,693$13.1M0.17%2025-12-31
74Farther Finance Advisors, LLC533,218$13.0M0.17%2025-12-31
75Meridian Wealth Partners, LLC520,155$12.7M0.17%2025-12-31
76DIVERSIFY WEALTH MANAGEMENT, LLC516,604$12.6M0.17%2025-12-31
77Royal Bank of Canada502,547$12.2M0.16%2025-12-31
78Westover Capital Advisors, LLC488,649$11.9M0.16%2025-12-31
79ZynergyRetirementPlanningLLC483,964$11.8M0.15%2025-12-31
80Peterson Wealth Advisors, LLC481,950$11.7M0.15%2025-12-31
81MML INVESTORS SERVICES, LLC481,839$11.7M0.15%2025-12-31
82US BANCORP \DE\445,762$10.9M0.14%2025-12-31
83Arnold Financial Planning LLC433,668$10.6M0.14%2025-12-31
84Mutual Advisors, LLC428,919$10.5M0.14%2025-12-31
85Creative Planning427,802$10.4M0.14%2025-12-31
86Blue Sky Capital Consultants Group, Inc.424,225$10.3M0.13%2025-12-31
87RAYMOND JAMES FINANCIAL INC415,159$10.1M0.13%2025-12-31
88SIMS INVESTMENT MANAGEMENT, LLC410,843$10.0M0.13%2025-12-31
89First National Trust Co405,838$9.9M0.13%2025-12-31
90Triad Wealth Partners, LLC405,359$9.9M0.13%2025-12-31
91HighTower Advisors, LLC403,072$9.8M0.13%2025-12-31
92Phil A. Younker & Associates, Ltd.402,053$9.8M0.13%2025-12-31
93BROWN WEALTH MANAGEMENT, LLC385,162$9.4M0.12%2025-12-31
94Oakwell Private Wealth Management, LLC371,523$9.1M0.12%2025-12-31
95Milestone Investment Advisors LLC366,728$8.9M0.12%2025-12-31
96Fifth Third Securities, Inc. 364,237$8.9M0.12%2025-12-31
97Rosenberg Matthew Hamilton362,841$8.8M0.11%2025-12-31
98Roundview Capital LLC355,956$8.7M0.11%2025-12-31
99Stonebridge Financial Group, LLC347,340$8.5M0.11%2025-12-31
100Focus Partners Wealth339,760$8.3M0.11%2025-12-31
101Altiora Financial Group, LLC339,011$8.3M0.11%2025-12-31
102OSAIC HOLDINGS, INC.328,822$8.0M0.10%2025-12-31
103DOCK STREET ASSET MANAGEMENT INC325,122$7.9M0.10%2025-12-31
104Focus Financial Network, Inc.318,850$7.8M0.10%2025-12-31
105Eagle Strategies LLC318,309$7.8M0.10%2025-12-31
106Greenline Partners, LLC317,888$7.7M0.10%2025-12-31
107Western Reserve Capital Management, LLC314,804$7.7M0.10%2025-12-31
108Abacus Planning Group, Inc.312,125$7.6M0.10%2025-12-31
109SMI Advisory Services, LLC308,485$7.5M0.10%2025-12-31
110C M BIDWELL & ASSOCIATES LTD298,619$7.3M0.09%2025-12-31
111Grove Street Fiduciary, LLC295,139$7.2M0.09%2025-12-31
112MGO ONE SEVEN LLC293,798$7.2M0.09%2025-12-31
113Act Two Investors LLC286,062$7.0M0.09%2025-12-31
114CAPTRUST FINANCIAL ADVISORS284,955$6.9M0.09%2025-12-31
115BARD ASSOCIATES INC277,747$6.8M0.09%2025-12-31
116ASSETMARK, INC276,337$6.7M0.09%2025-12-31
117Baird Financial Group, Inc.274,277$6.7M0.09%2025-12-31
118Momentum Wealth Planning, LLC265,055$6.5M0.08%2025-12-31
119Apella Capital, LLC260,847$6.4M0.08%2025-12-31
120Associated Banc-Corp247,617$6.0M0.08%2025-12-31
121Private Advisor Group, LLC247,303$6.0M0.08%2025-12-31
122Plan A Wealth LLC243,374$5.9M0.08%2025-12-31
123CITIGROUP INC234,111$5.7M0.07%2025-12-31
124Farrow Financial Inc.231,380$5.6M0.07%2025-12-31
125PRINCIPAL SECURITIES, INC.230,564$5.6M0.07%2025-12-31
126Red Tortoise LLC229,551$5.6M0.07%2025-12-31
127Dynamic Advisor Solutions LLC227,350$5.5M0.07%2025-12-31
128Main Street Group, LTD226,936$5.5M0.07%2025-12-31
129HB Wealth Management, LLC224,950$5.5M0.07%2025-12-31
130Successful Portfolios LLC216,637$5.3M0.07%2025-12-31
131COMMERCE BANK208,232$5.1M0.06%2025-12-31
132Maltin Wealth Management, Inc.207,885$5.1M0.06%2025-12-31
133Sand Hill Global Advisors, LLC201,936$4.9M0.06%2025-12-31
134Bigelow Investment Advisors, LLC201,602$4.9M0.06%2025-12-31
135DEAN INVESTMENT ASSOCIATES, LLC200,754$4.9M0.06%2025-12-31
136ERTS Wealth Advisors, LLC200,754$4.9M0.06%2025-12-31
137BlackRock, Inc.198,994$4.8M0.06%2025-12-31
138Independent Solutions Wealth Management, LLC198,627$4.8M0.06%2025-12-31
139ISLAY CAPITAL MANAGEMENT, LLC194,627$4.7M0.06%2025-12-31
140MidFirst Bank193,267$4.7M0.06%2025-12-31
141MERITAGE PORTFOLIO MANAGEMENT190,711$4.6M0.06%2025-12-31
142Pflug Koory, LLC186,185$4.5M0.06%2025-12-31
143Lido Advisors, LLC184,525$4.5M0.06%2025-12-31
144Carlton Hofferkamp & Jenks Wealth Management, LLC183,117$4.5M0.06%2025-12-31
145Harrington Investments, INC181,770$4.4M0.05%2025-12-31
146Eaton Financial Holdings Company, LLC179,641$4.4M0.05%2025-12-31
147L. Roy Papp & Associates, LLP176,047$4.3M0.05%2025-12-31
148Christensen, King & Associates Investment Services, Inc.173,690$4.2M0.05%2025-12-31
149Summit Financial, LLC173,562$4.2M0.05%2025-12-31
150Mariner, LLC172,756$4.2M0.05%2025-12-31
151HUTCHINSON CAPITAL MANAGEMENT/CA169,314$4.1M0.05%2025-12-31
152Johnson Financial Group, LLC168,497$4.1M0.05%2025-12-31
153Beacon Pointe Advisors, LLC163,564$4.0M0.05%2025-12-31
154American Investment Services, Inc.163,059$4.0M0.05%2025-12-31
155GW HENSSLER & ASSOCIATES LTD159,734$3.9M0.05%2025-12-31
156DOVER ADVISORS, LLC156,860$3.8M0.05%2025-12-31
157Integrated Advisors Network LLC153,561$3.7M0.05%2025-12-31
158CLIFTONLARSONALLEN WEALTH ADVISORS, LLC153,091$3.7M0.05%2025-12-31
159VestGen Advisors, LLC152,009$3.7M0.05%2025-12-31
160NorthRock Partners, LLC150,313$3.7M0.04%2025-12-31
161Cornerstone Wealth Advisors, Inc.148,357$3.6M0.04%2025-12-31
162Allworth Financial LP147,567$3.6M0.04%2025-12-31
163COMMONWEALTH EQUITY SERVICES, LLC147,335$3.6M0.04%2025-12-31
164Integrated Wealth Concepts LLC141,388$3.4M0.04%2025-12-31
165Brookstone Capital Management141,069$3.4M0.04%2025-12-31
166WorthPointe, LLC140,175$3.4M0.04%2025-12-31
167Gilbert Capital Group, Inc.138,337$3.4M0.04%2025-12-31
168Journey Beyond Wealth, LLC136,790$3.3M0.04%2025-12-31
169LOWERY THOMAS, LLC136,538$3.3M0.04%2025-12-31
170Dakota Wealth Management135,950$3.3M0.04%2025-12-31
171Csenge Advisory Group132,547$3.2M0.04%2025-12-31
172KESTRA PRIVATE WEALTH SERVICES, LLC132,452$3.2M0.04%2025-12-31
173NewEdge Advisors, LLC128,888$3.1M0.04%2025-12-31
174BENJAMIN EDWARDS INC127,920$3.1M0.04%2025-12-31
175Verdence Capital Advisors LLC127,508$3.1M0.04%2025-12-31
176W.H. Cornerstone Investments Inc.126,549$3.1M0.04%2025-12-31
177Beckerman Institutional, LLC126,470$3.1M0.04%2025-12-31
178HARBOUR INVESTMENTS, INC.125,564$3.1M0.04%2025-12-31
179Cheviot Value Management, LLC124,818$3.0M0.04%2025-12-31
180Aventus Investment Advisors, Inc.124,282$3.0M0.04%2025-12-31
181WBH ADVISORY INC123,395$3.0M0.04%2025-12-31
182McLean Asset Management Corp122,857$3.0M0.04%2025-12-31
183SigFig Wealth Management, LLC121,052$2.9M0.03%2025-12-31
184WT Wealth Management120,788$2.9M0.03%2025-12-31
185Lifeworks Advisors, LLC120,564$2.9M0.03%2025-12-31
186ETF Store, Inc.118,758$2.9M0.03%2025-12-31
187BLAIR WILLIAM & CO/IL118,573$2.9M0.03%2025-12-31
188LODESTAR PRIVATE ASSET MANAGEMENT LLC117,887$2.9M0.03%2025-12-31
189Breakwater Investment Management117,671$2.9M0.03%2025-12-31
190Rockefeller Capital Management L.P.116,723$2.8M0.03%2025-12-31
191SHEETS SMITH WEALTH MANAGEMENT116,250$2.8M0.03%2025-12-31
192Great Lakes Retirement, Inc.116,233$2.8M0.03%2025-12-31
193PINKERTON WEALTH, LLC115,638$2.8M0.03%2025-12-31
194North Forty Two & Co.115,511$2.8M0.03%2025-12-31
195Investment Research Partners LLC114,016$2.8M0.03%2025-12-31
196Prime Capital Investment Advisors, LLC112,555$2.7M0.03%2025-12-31
197Asset Allocation Strategies LLC111,292$2.7M0.03%2025-12-31
198National Wealth Management Group, LLC109,934$2.7M0.03%2025-12-31
199DBK Financial Counsel, LLC106,413$2.6M0.03%2025-12-31
200SMITHBRIDGE ASSET MANAGEMENT INC/DE102,654$2.5M0.03%2025-12-31
201Versant Capital Management, Inc101,550$2.5M0.03%2025-12-31
202SHERMAN PORFOLIOS, LLC96,700$2.4M0.03%2025-12-31
203Carnegie Investment Counsel96,010$2.3M0.03%2025-12-31
204Brand Asset Management Group, Inc.93,919$2.3M0.03%2025-12-31
205XY Planning Network, Inc.93,634$2.3M0.03%2025-12-31
206Sage Investment Advisers LLC92,506$2.3M0.03%2025-12-31
207Ameritas Advisory Services, LLC91,930$2.2M0.03%2025-12-31
208GLOBALT Investments LLC / GA91,697$2.2M0.03%2025-12-31
209Fortis Advisors, LLC90,852$2.2M0.02%2025-12-31
210Mainsail Financial Group, LLC89,202$2.2M0.02%2025-12-31
211CREATIVE FINANCIAL DESIGNS INC /ADV88,411$2.2M0.02%2025-12-31
212First Financial Group Corp87,785$2.1M0.02%2025-12-31
213Lantern Wealth Advisors, LLC85,947$2.1M0.02%2025-12-31
214Global Retirement Partners, LLC85,262$2.1M0.02%2025-12-31
215Princeton Global Asset Management LLC83,626$2.0M0.02%2025-12-31
216DMC Group, LLC83,118$2.0M0.02%2025-12-31
217Valmark Advisers, Inc.82,981$2.0M0.02%2025-12-31
218JONES FINANCIAL COMPANIES LLLP81,773$2.0M0.02%2025-12-31
219JUNCTURE WEALTH STRATEGIES, LLC81,264$2.0M0.02%2025-12-31
220GOLDMAN SACHS GROUP INC81,000$2.0M0.02%2025-12-31
221Innovative Wealth Building LLC80,891$2.0M0.02%2025-12-31
222Opus Financial Solutions LLC79,070$1.9M0.02%2025-12-31
223Valley Financial Group, Inc.78,671$1.9M0.02%2025-12-31
224Vise Technologies, Inc.78,066$1.9M0.02%2025-12-31
225Trevian Wealth Management LLC77,975$1.9M0.02%2025-12-31
226Tortoise Investment Management, LLC77,348$1.9M0.02%2025-12-31
227Heritage Wealth Management, Inc. /CA/77,000$1.9M0.02%2025-12-31
228Bank of Marin76,163$1.9M0.02%2025-12-31
229Ballast Rock Private Wealth LLC75,549$1.8M0.02%2025-12-31
230Walkner Condon Financial Advisors LLC75,117$1.8M0.02%2025-12-31
231MBE Wealth Management, LLC75,013$1.8M0.02%2025-12-31
232ANDERSON HOAGLAND & CO74,469$1.8M0.02%2025-12-31
233OneAscent Financial Services LLC74,429$1.8M0.02%2025-12-31
234IFP Advisors, Inc73,444$1.8M0.02%2025-12-31
235Burk Holdings LLC71,885$1.8M0.02%2025-12-31
236Sanctuary Advisors, LLC71,778$1.7M0.02%2025-12-31
237Diversified Trust Co69,721$1.7M0.02%2025-12-31
238Balanced Rock Investment Advisors LLC69,613$1.7M0.02%2025-12-31
239BNP PARIBAS FINANCIAL MARKETS67,926$1.7M0.02%2025-12-31
240United Advisor Group, LLC67,818$1.7M0.02%2025-12-31
241Orion Porfolio Solutions, LLC67,744$1.7M0.02%2025-12-31
242Compass Financial Group, INC/SD67,588$1.6M0.02%2025-12-31
243MISSION WEALTH MANAGEMENT, LP65,829$1.6M0.02%2025-12-31
244EP Wealth Advisors, LLC64,514$1.6M0.02%2025-12-31
245Clearview Wealth Advisors LLC64,164$1.6M0.02%2025-12-31
246True Link Financial Advisors, LLC63,929$1.6M0.02%2025-12-31
247Mendota Financial Group, LLC62,998$1.5M0.02%2025-12-31
248Centurion Wealth Management LLC61,500$1.5M0.02%2025-12-31
249Beacon Financial Advisory LLC61,048$1.5M0.02%2025-12-31
250Pines Wealth Management, LLC60,196$1.5M0.01%2025-12-31
251Wealthspire Advisors, LLC59,692$1.5M0.01%2025-12-31
252JDM Financial Group LLC59,502$1.5M0.01%2025-12-31
253Great Waters Wealth Management59,012$1.4M0.01%2025-12-31
254Sightline Wealth Advisors, LLC58,899$1.4M0.01%2025-12-31
255Reality Financial Planning Services, LLC58,563$1.4M0.01%2025-12-31
256ARK & TLK INVESTMENTS, LLC58,360$1.4M0.01%2025-12-31
257EverSource Wealth Advisors, LLC57,704$1.4M0.01%2025-12-31
258CALTON & ASSOCIATES, INC.56,407$1.4M0.01%2025-12-31
259BANK OF MONTREAL /CAN/56,088$1.4M0.01%2025-12-31
260Seek First Inc.55,534$1.4M0.01%2025-12-31
261Hennion & Walsh Asset Management, Inc.54,350$1.3M0.01%2025-12-31
262Bleakley Financial Group, LLC54,315$1.3M0.01%2025-12-31
263Freestone Capital Holdings, LLC53,954$1.3M0.01%2025-12-31
264MFG WEALTH MANAGEMENT, INC.53,088$1.3M0.01%2025-12-31
265K2 Financial Inc.52,679$1.3M0.01%2025-12-31
266Alteri Wealth LLC52,404$1.3M0.01%2025-12-31
267CLEAR INVESTMENT RESEARCH, LLC52,387$1.3M0.01%2025-12-31
268Rialto Wealth Management, LLC52,168$1.3M0.01%2025-12-31
269Foster Victor Wealth Advisors, LLC52,131$1.3M0.01%2025-12-31
270PITTENGER & ANDERSON INC52,092$1.3M0.01%2025-12-31
271Lummis Asset Management, LP51,780$1.3M0.01%2025-12-31
272New Hampshire Trust51,774$1.3M0.01%2025-12-31
273MPWM ADVISORY SOLUTIONS, LLC51,599$1.3M0.01%2025-12-31
274Frontier Asset Management, LLC51,361$1.3M0.01%2025-12-31
275Krilogy Financial LLC51,330$1.3M0.01%2025-12-31
276OpenArc Corporate Advisory, LLC51,344$1.3M0.01%2025-12-31
277Savvy Advisors, Inc.50,751$1.2M0.01%2025-12-31
278BCS Wealth Management50,446$1.2M0.01%2025-12-31
279NATIONS FINANCIAL GROUP INC, /IA/ /ADV50,230$1.2M0.01%2025-12-31
280Inspire Advisors, LLC50,065$1.2M0.01%2025-12-31
281Alliance Wealth Management Group50,051$1.2M0.01%2025-12-31
282Towercrest Capital Management50,051$1.2M0.01%2025-12-31
283Veery Capital, LLC49,835$1.2M0.01%2025-12-31
284Sellwood Investment Partners LLC49,240$1.2M0.01%2025-12-31
285CAPE COD FIVE CENTS SAVINGS BANK24,499$1.2M0.00%2025-12-31
286Barnes Dennig Private Wealth Management LLC49,183$1.2M0.01%2025-12-31
287J.W. COLE ADVISORS, INC.51,008$1.2M0.01%2025-12-31
288Avestar Capital, LLC48,000$1.2M0.01%2025-12-31
289Bright Futures Wealth Management, LLC.47,708$1.2M0.01%2025-12-31
290EVERMAY WEALTH MANAGEMENT LLC47,614$1.2M0.01%2025-12-31
291Ethos Financial Group, LLC47,456$1.2M0.01%2025-12-31
292Apollon Wealth Management, LLC45,328$1.1M0.01%2025-12-31
293Tennessee Valley Asset Management Partners45,182$1.1M0.01%2025-12-31
294Evanson Asset Management, LLC44,984$1.1M0.01%2025-12-31
295Vident Advisory, LLC44,666$1.1M0.01%2025-12-31
296Koshinski Asset Management, Inc.44,292$1.1M0.01%2025-12-31
297Kestra Advisory Services, LLC44,224$1.1M0.01%2025-12-31
298Tempus Wealth Planning, LLC44,098$1.1M0.01%2025-12-31
299Pacific Capital Wealth Advisors, Inc.43,961$1.1M0.01%2025-12-31
300Twele Capital Management, Inc.43,735$1.1M0.01%2025-12-31
301Vista Cima Wealth Management LLC43,172$1.1M0.01%2025-12-31
302NFP Retirement, Inc.43,047$1.0M0.01%2025-12-31
303Concurrent Investment Advisors, LLC42,934$1.0M0.01%2025-12-31
304WIN ADVISORS, INC42,889$1.0M0.01%2025-12-31
305Coordinated Financial Services, Inc.42,757$1.0M0.01%2025-12-31
306BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL42,600$1.0M0.01%2025-12-31
307Lindenwold Advisors, INC42,243$1.0M0.01%2025-12-31
308Guardian Financial Partners, LLC42,103$1.0M0.01%2025-12-31
309Bank of New York Mellon Corp41,483$1.0M0.01%2025-12-31
310Mission Hills Financial Advisory, LLC40,929$997.4K0.01%2025-12-31
311Kingsview Wealth Management, LLC40,882$996.3K0.01%2025-12-31
312LifePlan Financial, LLC40,710$992.1K0.01%2025-12-31
313Sherman Asset Management, Inc.39,861$971.4K0.01%2025-12-31
314RENAISSANCE TECHNOLOGIES LLC39,823$970.5K0.01%2025-12-31
315Asset One Wealth Management LLC38,939$947.0K0.01%2025-12-31
316Smart Portfolios, LLC38,430$936.5K0.01%2025-12-31
317Team Financial Group, LLC38,136$929.4K0.01%2025-12-31
318Elmwood Wealth Management, Inc.38,000$926.1K0.01%2025-12-31
319Rede Wealth, LLC37,956$925.0K0.01%2025-12-31
320McCartney Wealth Management LLC37,842$922.2K0.01%2025-12-31
321ARS Wealth Advisors Group, LLC37,803$921.3K0.01%2025-12-31
322PARK NATIONAL CORP /OH/37,404$911.5K0.01%2025-12-31
323Accurate Wealth Management, LLC37,312$908.9K0.01%2025-12-31
324Ausdal Financial Partners, Inc.37,201$906.6K0.01%2025-12-31
325Family Investment Center, Inc.36,852$898.1K0.01%2025-12-31
326EXENCIAL WEALTH ADVISORS, LLC36,782$896.4K0.01%2025-12-31
327Blake Schutter Theil Wealth Advisors, LLC36,378$886.5K0.01%2025-12-31
328BDFS Capital LLC36,117$880.2K0.01%2025-12-31
329Fiduciary Trust Co35,987$877.0K0.01%2025-12-31
330MADDEN SECURITIES Corp35,581$867.1K0.01%2025-12-31
331SOUTH PLAINS FINANCIAL, INC.35,436$863.2K0.01%2025-12-31
332Corient Private Wealth LLC37,066$855.8K0.01%2025-12-31
333Lumbard & Kellner, LLC34,964$852.1K0.01%2025-12-31
334Simplicity Wealth,LLC34,919$851.0K0.01%2025-12-31
335D.B. Root & Company, LLC34,702$845.7K0.01%2025-12-31
336Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors34,431$839.1K0.01%2025-12-31
337Coastal Bridge Advisors, LLC33,721$821.8K0.01%2025-12-31
338Kuhn & Co Investment Counsel33,684$820.9K0.01%2025-12-31
339UNITED CAPITAL FINANCIAL ADVISORS, LLC33,318$812.0K0.01%2025-12-31
340Cambridge Advisors Inc.32,757$798.3K0.01%2025-12-31
341Sequoia Financial Advisors, LLC32,502$792.1K0.01%2025-12-31
342Seneca Financial Advisors LLC31,699$772.5K0.01%2025-12-31
343GRANVILLE CAPITAL, INC.31,470$766.9K0.01%2025-12-31
344Hidden Cove Wealth Management, LLC31,470$766.9K0.01%2025-12-31
345BNP PARIBAS31,454$766.5K0.01%2025-12-31
346Global Trust Asset Management, LLC31,000$755.5K0.01%2025-12-31
347VanderPol Investments L.L.C.30,910$753.3K0.01%2025-12-31
348ALTFEST L J & CO INC30,311$738.7K0.00%2025-12-31
349Atria Investments, Inc30,183$735.6K0.00%2025-12-31
350CHILTON INVESTMENT CO INC.29,910$728.9K0.00%2025-12-31
351L.K. Benson & Company, P.C.29,866$727.8K0.00%2025-12-31
352Pasadena Private Wealth, LLC29,755$725.1K0.00%2025-12-31
353Aegis Wealth Management LLC29,638$722.3K0.00%2025-12-31
354Equitable Holdings, Inc.29,576$720.8K0.00%2025-12-31
355SILVER OAK SECURITIES, INCORPORATED29,463$718.0K0.00%2025-12-31
356Western Wealth Management, LLC29,246$712.7K0.00%2025-12-31
357Focus Partners Advisor Solutions, LLC29,222$712.1K0.00%2025-12-31
358Spinnaker Investment Group, LLC28,870$703.6K0.00%2025-12-31
359Hexagon Capital Partners LLC28,535$695.4K0.00%2025-12-31
360Traub Capital Management LLC28,412$692.4K0.00%2025-12-31
361HBK Sorce Advisory LLC28,373$690.9K0.00%2025-12-31
362Diversified Enterprises, LLC28,346$690.8K0.00%2025-12-31
363Madden Advisory Services, Inc.28,273$689.0K0.00%2025-12-31
364Wealthcare Advisory Partners LLC28,126$685.4K0.00%2025-12-31
365OneDigital Investment Advisors LLC27,395$667.6K0.00%2025-12-31
366Diversify Advisory Services, LLC27,040$658.7K0.00%2025-12-31
367Perigon Wealth Management, LLC26,896$655.5K0.00%2025-12-31
368Vantage Financial Partners, LLC26,512$646.1K0.00%2025-12-31
369Weitzel Financial Services, Inc.26,359$642.1K0.00%2025-12-31
370Tradition Wealth Management, LLC26,057$635.0K0.00%2025-12-31
371Noble Family Wealth, LLC25,842$629.8K0.00%2025-12-31
372Planned Solutions, Inc.25,696$626.2K0.00%2025-12-31
373LAUREL OAK WEALTH MANAGEMENT, LLC25,674$625.7K0.00%2025-12-31
374Stewardship Advisors, LLC25,657$625.3K0.00%2025-12-31
375FLORIDA FINANCIAL ADVISORS, LLC25,160$613.1K0.00%2025-12-31
376TWO SIGMA SECURITIES, LLC25,047$610.4K0.00%2025-12-31
377Main Street Financial Solutions, LLC24,935$607.7K0.00%2025-12-31
378Stratos Wealth Partners, LTD.24,263$591.3K0.00%2025-12-31
379CreativeOne Wealth, LLC23,723$578.1K0.00%2025-12-31
380CITADEL ADVISORS LLC23,641$576.1K0.00%2025-12-31
381Chicago Partners Investment Group LLC23,629$575.8K0.00%2025-12-31
382SAGESPRING WEALTH PARTNERS, LLC23,591$574.9K0.00%2025-12-31
383HARTLINE INVESTMENT CORP/23,550$573.9K0.00%2025-12-31
384Financial Engines Advisors L.L.C.22,988$560.2K0.00%2025-12-31
385Live Oak Private Wealth LLC22,930$558.8K0.00%2025-12-31
386Aptus Capital Advisors, LLC22,925$558.7K0.00%2025-12-31
387Nelson Capital Management, LLC22,872$557.4K0.00%2025-12-31
388COMERICA BANK22,830$556.4K0.00%2025-12-31
389Vestwell Advisors, LLC22,792$556.1K0.00%2025-12-31
390OLD NATIONAL BANCORP /IN/22,737$554.1K0.00%2025-12-31
391Cumberland Partners Ltd22,701$553.2K0.00%2025-12-31
392VSM Wealth Advisory, LLC22,243$542.1K0.00%2025-12-31
393Steward Partners Investment Advisory, LLC21,706$529.0K0.00%2025-12-31
394GUARDIAN WEALTH ADVISORS, LLC / NC21,196$516.5K0.00%2025-12-31
395Brucke Financial, Inc.21,004$511.9K0.00%2025-12-31
396Fortis Capital Advisors, LLC20,730$505.2K0.00%2025-12-31
397Belpointe Asset Management LLC20,730$505.2K0.00%2025-12-31
398RETIREMENT CAPITAL STRATEGIES20,695$504.3K0.00%2025-12-31
399Blossom Wealth Management20,286$494.4K0.00%2025-12-31
400REDW Wealth LLC19,959$486.4K0.00%2025-12-31
401Joule Financial, LLC19,750$481.3K0.00%2025-12-31
402HC Advisors, LLC19,661$479.1K0.00%2025-12-31
403SeaCrest Wealth Management, LLC19,522$475.8K0.00%2025-12-31
404Jacobi Capital Management LLC19,256$469.3K0.00%2025-12-31
405Independent Wealth Network Inc.19,162$467.0K0.00%2025-12-31
4061620 INVESTMENT ADVISORS, INC.18,796$458.1K0.00%2025-12-31
407Bragg Financial Advisors, Inc18,763$457.3K0.00%2025-12-31
408Avant Financial Advisors LLC18,742$456.7K0.00%2025-12-31
409Mainstream Capital Management LLC18,624$453.9K0.00%2025-12-31
410Clearstead Advisors, LLC18,615$453.6K0.00%2025-12-31
411TITLEIST ASSET MANAGEMENT, LLC18,570$452.6K0.00%2025-12-31
412Arax Advisory Partners18,466$450.0K0.00%2025-12-31
413Somerset Group LLC18,334$446.8K0.00%2025-12-31
414UMB Bank, n.a.18,067$440.3K0.00%2025-12-31
415BIRCHBROOK, INC.17,992$438.5K0.00%2025-12-31
416Pacific Park Financial, Inc.17,822$434.3K0.00%2025-12-31
417Tactive Advisors, LLC17,765$432.9K0.00%2025-12-31
418NewCorp Financial Services, Inc.17,635$429.8K0.00%2025-12-31
419Signet Investment Advisory Group, Inc.17,606$429.1K0.00%2025-12-31
420Onyx Bridge Wealth Group LLC17,229$419.9K0.00%2025-12-31
421Signature Resources Capital Management, LLC17,182$418.7K0.00%2025-12-31
422ROBINSON SMITH WEALTH ADVISORS LLC17,094$416.6K0.00%2025-12-31
423Per Stirling Capital Management, LLC.16,944$412.9K0.00%2025-12-31
424Leading Edge Financial Planning LLC16,846$410.5K0.00%2025-12-31
425HOWE & RUSLING INC16,747$408.1K0.00%2025-12-31
426BARTLETT & CO. WEALTH MANAGEMENT LLC16,581$404.1K0.00%2025-12-31
427Advisor Resource Council16,355$397.8K0.00%2025-12-31
428Enclave Advisors LLC16,291$397.0K0.00%2025-12-31
429Arkadios Wealth Advisors16,004$390.0K0.00%2025-12-31
430First County Bank /CT/15,981$389.5K0.00%2025-12-31
431Gradient Capital Advisors, LLC15,949$388.7K0.00%2025-12-31
432Baker Avenue Asset Management, LP15,728$383.3K0.00%2025-12-31
433DOPKINS WEALTH MANAGEMENT, LLC15,609$380.4K0.00%2025-12-31
434TFB Advisors LLC15,424$375.9K0.00%2025-12-31
435Valtinson Bruner Financial Planning LLC15,087$367.7K0.00%2025-12-31
436CHILTON CAPITAL MANAGEMENT LLC15,074$367.4K0.00%2025-12-31
437Archer Investment Management, LLC14,902$363.2K0.00%2025-12-31
438Genesee Capital Advisors, LLC14,831$361.4K0.00%2025-12-31
439SIGNATURE ESTATE & INVESTMENT ADVISORS LLC14,820$361.2K0.00%2025-12-31
440NWAM LLC14,745$359.8K0.00%2025-12-31
441Quantinno Capital Management LP14,752$359.5K0.00%2025-12-31
442U.S. Capital Wealth Advisors, LLC14,731$359.0K0.00%2025-12-31
443Clay Northam Wealth Management, LLC14,700$358.2K0.00%2025-12-31
444Empirical Asset Management, LLC14,647$357.0K0.00%2025-12-31
445Lauterbach Financial Advisors, LLC14,381$350.5K0.00%2025-12-31
446Hardin Capital Partners, LLC14,315$348.8K0.00%2025-12-31
447CAHILL FINANCIAL ADVISORS INC14,110$343.9K0.00%2025-12-31
448Arkfeld Wealth Strategies, L.L.C.14,085$343.3K0.00%2025-12-31