On this page, we present all of the funds holding SCHM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SCHM, with a link to that fund's top holdings. The next columns indicate the amount of SCHM stock held by each of the funds holding SCHM, followed by the SCHM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 831 funds holding SCHM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Financial Engines Advisors L.L.C.. For more details on the positions held by Financial Engines Advisors L.L.C. (or by any of the other funds holding SCHM), click the fund name in the "Holder" column of the funds-holding-SCHM table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Financial Engines Advisors L.L.C. | 21,134,065 | $1,591,818 | 12/31/2023 |
SCHM | 21,134,065 | $1,591,818 | 12/31/2023 |
Cerity Partners LLC | 18,943,319 | $1,426,811 | 12/31/2023 |
SCHM | 18,943,319 | $1,426,811 | 12/31/2023 |
Creative Planning | 10,259,228 | $772,725 | 12/31/2023 |
SCHM | 10,259,228 | $772,725 | 12/31/2023 |
HighTower Advisors LLC | 3,635,515 | $273,876 | 12/31/2023 |
SCHM | 3,635,515 | $273,876 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 2,190,208 | $164,966 | 12/31/2023 |
SCHM | 2,190,208 | $164,966 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 1,995,865 | $150,329 | 12/31/2023 |
SCHM | 1,995,865 | $150,329 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 1,718,778 | $129,458 | 12/31/2023 |
SCHM | 1,718,778 | $129,458 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 1,586,559 | $119,519 | 12/31/2023 |
SCHM | 1,586,559 | $119,519 | 12/31/2023 |
UBS Group AG | 1,570,981 | $118,326 | 12/31/2023 |
SCHM | 1,570,981 | $118,326 | 12/31/2023 |
Advisory Alpha LLC | 1,530,160 | $115,258 | 12/31/2023 |
SCHM | 1,530,160 | $115,258 | 12/31/2023 |
Legacy Wealth Management Inc | 1,401,284 | $105,545 | 12/31/2023 |
SCHM | 1,401,284 | $105,545 | 12/31/2023 |
JMG Financial Group Ltd. | 1,003,645 | $75,595 | 12/31/2023 |
SCHM | 1,003,645 | $75,595 | 12/31/2023 |
Fragasso Group Inc. | 956,470 | $72,041 | 12/31/2023 |
SCHM | 956,470 | $72,041 | 12/31/2023 |
Envestnet Asset Management Inc. | 736,006 | $55,436 | 12/31/2023 |
SCHM | 736,006 | $55,436 | 12/31/2023 |
LPL Financial LLC | 704,723 | $53,080 | 12/31/2023 |
SCHM | 704,723 | $53,080 | 12/31/2023 |
Ameriprise Financial Inc. | 688,651 | $51,872 | 12/31/2023 |
SCHM | 688,651 | $51,872 | 12/31/2023 |
Mariner LLC | 678,733 | $51,122 | 12/31/2023 |
SCHM | 678,733 | $51,122 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 635,622 | $47,875 | 12/31/2023 |
SCHM | 635,622 | $47,875 | 12/31/2023 |
Summit Financial Strategies Inc. | 607,323 | $45,744 | 12/31/2023 |
SCHM | 607,323 | $45,744 | 12/31/2023 |
RKL Wealth Management LLC | 587,211 | $44,229 | 12/31/2023 |
SCHM | 587,211 | $44,229 | 12/31/2023 |
Beacon Pointe Advisors LLC | 571,417 | $43,039 | 12/31/2023 |
SCHM | 571,417 | $43,039 | 12/31/2023 |
BLB&B Advisors LLC | 562,315 | $42,354 | 12/31/2023 |
SCHM | 562,315 | $42,354 | 12/31/2023 |
HHM Wealth Advisors LLC | 553,938 | $41,723 | 12/31/2023 |
SCHM | 553,938 | $41,723 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 519,919 | $39,160 | 12/31/2023 |
SCHM | 519,919 | $39,160 | 12/31/2023 |
Gemmer Asset Management LLC | 466,500 | $35,137 | 12/31/2023 |
SCHM | 466,500 | $35,137 | 12/31/2023 |
Sheets Smith Wealth Management | 448,039 | $33,746 | 12/31/2023 |
SCHM | 448,039 | $33,746 | 12/31/2023 |
Thrivent Financial for Lutherans | 441,159 | $33,229 | 12/31/2023 |
SCHM | 441,159 | $33,229 | 12/31/2023 |
Resources Investment Advisors LLC. | 436,738 | $32,895 | 12/31/2023 |
SCHM | 436,738 | $32,895 | 12/31/2023 |
DAVENPORT & Co LLC | 391,936 | $29,521 | 12/31/2023 |
SCHM | 391,936 | $29,521 | 12/31/2023 |
Buckingham Capital Management Inc. | 360,194 | $27,130 | 12/31/2023 |
SCHM | 360,194 | $27,130 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 358,869 | $27,030 | 12/31/2023 |
SCHM | 358,869 | $27,030 | 12/31/2023 |
Advocacy Wealth Management Services LLC | 357,116 | $26,898 | 12/31/2023 |
SCHM | 357,116 | $26,898 | 12/31/2023 |
Summit Asset Management LLC | 354,576 | $26,707 | 12/31/2023 |
SCHM | 354,576 | $26,707 | 12/31/2023 |
Morgan Stanley | 339,032 | $25,536 | 12/31/2023 |
SCHM | 339,032 | $25,536 | 12/31/2023 |
Noble Family Wealth LLC | 336,980 | $25,381 | 12/31/2023 |
SCHM | 336,980 | $25,381 | 12/31/2023 |
Curi Capital | 329,941 | $24,851 | 12/31/2023 |
SCHM | 329,941 | $24,851 | 12/31/2023 |
Modera Wealth Management LLC | 325,109 | $24,487 | 12/31/2023 |
SCHM | 325,109 | $24,487 | 12/31/2023 |
Mokosak Advisory Group LLC | 314,229 | $23,667 | 12/31/2023 |
SCHM | 314,229 | $23,667 | 12/31/2023 |
Elwood & Goetz Wealth Advisory Group LLC | 305,047 | $22,976 | 12/31/2023 |
SCHM | 305,047 | $22,976 | 12/31/2023 |
Exencial Wealth Advisors LLC | 303,421 | $22,854 | 12/31/2023 |
SCHM | 303,421 | $22,854 | 12/31/2023 |
Manchester Financial Inc. | 290,168 | $21,855 | 12/31/2023 |
SCHM | 290,168 | $21,855 | 12/31/2023 |
HBK Sorce Advisory LLC | 276,158 | $20,800 | 12/31/2023 |
SCHM | 276,158 | $20,800 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 277,080 | $20,357 | 12/31/2023 |
SCHM | 277,080 | $20,357 | 12/31/2023 |
Sage Financial Group Inc. | 261,837 | $19,722 | 12/31/2023 |
SCHM | 261,837 | $19,722 | 12/31/2023 |
Campbell Wealth Management | 260,978 | $19,657 | 12/31/2023 |
SCHM | 260,978 | $19,657 | 12/31/2023 |
ProVise Management Group LLC | 259,651 | $19,557 | 12/31/2023 |
SCHM | 259,651 | $19,557 | 12/31/2023 |
Bank of America Corp DE | 258,608 | $19,478 | 12/31/2023 |
SCHM | 258,608 | $19,478 | 12/31/2023 |
IFP Advisors Inc | 257,070 | $19,363 | 12/31/2023 |
SCHM | 257,070 | $19,363 | 12/31/2023 |
Cetera Advisor Networks LLC | 253,891 | $19,123 | 12/31/2023 |
SCHM | 253,891 | $19,123 | 12/31/2023 |
Salem Investment Counselors Inc. | 252,976 | $19,054 | 12/31/2023 |
SCHM | 252,976 | $19,054 | 12/31/2023 |
CI Private Wealth LLC | 231,075 | $17,405 | 12/31/2023 |
SCHM | 231,075 | $17,405 | 12/31/2023 |
Newton One Investments LLC | 226,931 | $17,092 | 12/31/2023 |
SCHM | 226,931 | $17,092 | 12/31/2023 |
Commonwealth Equity Services LLC | 225,298 | $16,970 | 12/31/2023 |
SCHM | 225,298 | $16,970 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 222,770 | $16,779 | 12/31/2023 |
SCHM | 222,770 | $16,779 | 12/31/2023 |
Trust Point Inc. | 220,517 | $16,609 | 12/31/2023 |
SCHM | 220,517 | $16,609 | 12/31/2023 |
Bangor Savings Bank | 218,506 | $16,458 | 12/31/2023 |
SCHM | 218,506 | $16,458 | 12/31/2023 |
Jones Financial Companies Lllp | 216,743 | $16,325 | 12/31/2023 |
SCHM | 216,743 | $16,325 | 12/31/2023 |
Northeast Financial Group Inc. | 209,045 | $15,745 | 12/31/2023 |
SCHM | 209,045 | $15,745 | 12/31/2023 |
Marshall Financial Group Inc. ADV | 207,761 | $15,649 | 12/31/2023 |
SCHM | 207,761 | $15,649 | 12/31/2023 |
Moneywise Inc. | 205,185 | $15,455 | 12/31/2023 |
SCHM | 205,185 | $15,455 | 12/31/2023 |
Vista Private Wealth Partners. LLC | 209,736 | $15,371 | 12/31/2023 |
SCHM | 209,736 | $15,371 | 12/31/2023 |
Lutz Financial Services LLC | 203,372 | $15,318 | 12/31/2023 |
SCHM | 203,372 | $15,318 | 12/31/2023 |
JPMorgan Chase & Co. | 197,468 | $14,873 | 12/31/2023 |
SCHM | 197,468 | $14,873 | 12/31/2023 |
Bleakley Financial Group LLC | 197,017 | $14,839 | 12/31/2023 |
SCHM | 197,017 | $14,839 | 12/31/2023 |
Sawtooth Solutions LLC | 196,912 | $14,831 | 12/31/2023 |
SCHM | 196,912 | $14,831 | 12/31/2023 |
Asset Management Group Inc. | 194,039 | $14,615 | 12/31/2023 |
SCHM | 194,039 | $14,615 | 12/31/2023 |
Wells Fargo & Company MN | 188,409 | $14,191 | 12/31/2023 |
SCHM | 188,409 | $14,191 | 12/31/2023 |
Asset Advisors Investment Management LLC | 186,006 | $14,010 | 12/31/2023 |
SCHM | 186,006 | $14,010 | 12/31/2023 |
Savant Capital LLC | 184,769 | $13,917 | 12/31/2023 |
SCHM | 184,769 | $13,917 | 12/31/2023 |
Curbstone Financial Management Corp | 182,977 | $13,782 | 12/31/2023 |
SCHM | 182,977 | $13,782 | 12/31/2023 |
Financial Advisory Service Inc. | 178,151 | $13,418 | 12/31/2023 |
SCHM | 178,151 | $13,418 | 12/31/2023 |
Raymond James & Associates | 176,816 | $13,318 | 12/31/2023 |
SCHM | 176,816 | $13,318 | 12/31/2023 |
Focus Financial Network Inc. ADV | 170,868 | $12,870 | 12/31/2023 |
SCHM | 170,868 | $12,870 | 12/31/2023 |
First Republic Investment Management Inc. | 189,695 | $12,839 | 09/30/2023 |
SCHM | 189,695 | $12,839 | 09/30/2023 |
First National Corp MA ADV | 169,812 | $12,790 | 12/31/2023 |
SCHM | 169,812 | $12,790 | 12/31/2023 |
Berkshire Asset Management LLC PA | 168,945 | $12,725 | 12/31/2023 |
SCHM | 168,945 | $12,725 | 12/31/2023 |
Larson Financial Group LLC | 168,186 | $12,668 | 12/31/2023 |
SCHM | 168,186 | $12,668 | 12/31/2023 |
Harbor Group Inc. | 167,453 | $12,613 | 12/31/2023 |
SCHM | 167,453 | $12,613 | 12/31/2023 |
Financial Consulate Inc. | 167,178 | $12,592 | 12/31/2023 |
SCHM | 167,178 | $12,592 | 12/31/2023 |
Opal Wealth Advisors LLC | 166,975 | $12,577 | 12/31/2023 |
SCHM | 166,975 | $12,577 | 12/31/2023 |
Chicago Partners Investment Group LLC | 169,101 | $12,552 | 12/31/2023 |
SCHM | 169,101 | $12,552 | 12/31/2023 |
Goldman Sachs Group Inc. | 165,934 | $12,498 | 12/31/2023 |
SCHM | 165,934 | $12,498 | 12/31/2023 |
Pittenger & Anderson Inc. | 164,404 | $12,383 | 12/31/2023 |
SCHM | 164,404 | $12,383 | 12/31/2023 |
Kohmann Bosshard Financial Services LLC | 163,714 | $12,331 | 12/31/2023 |
SCHM | 163,714 | $12,331 | 12/31/2023 |
Omega Financial Group LLC | 161,863 | $12,192 | 12/31/2023 |
SCHM | 161,863 | $12,192 | 12/31/2023 |
Triangle Securities Wealth Management | 161,000 | $12,126 | 12/31/2023 |
SCHM | 161,000 | $12,126 | 12/31/2023 |
High Note Wealth LLC | 159,992 | $12,051 | 12/31/2023 |
SCHM | 159,992 | $12,051 | 12/31/2023 |
Blue Square Asset Management LLC | 159,905 | $12,044 | 12/31/2023 |
SCHM | 159,905 | $12,044 | 12/31/2023 |
Johnson Investment Counsel Inc. | 159,206 | $11,991 | 12/31/2023 |
SCHM | 159,206 | $11,991 | 12/31/2023 |
Leavell Investment Management Inc. | 159,052 | $11,980 | 12/31/2023 |
SCHM | 159,052 | $11,980 | 12/31/2023 |
Advisor Group Holdings Inc. | 158,907 | $11,970 | 12/31/2023 |
SCHM | 158,907 | $11,970 | 12/31/2023 |
Essex LLC | 157,631 | $11,873 | 12/31/2023 |
SCHM | 157,631 | $11,873 | 12/31/2023 |
Milestone Investment Advisors LLC | 155,807 | $11,735 | 12/31/2023 |
SCHM | 155,807 | $11,735 | 12/31/2023 |
Trinity Legacy Partners LLC | 154,069 | $11,605 | 12/31/2023 |
SCHM | 154,069 | $11,605 | 12/31/2023 |
MML Investors Services LLC | 152,828 | $11,511 | 12/31/2023 |
SCHM | 152,828 | $11,511 | 12/31/2023 |
Kavar Capital Partners Group LLC | 150,482 | $11,334 | 12/31/2023 |
SCHM | 150,482 | $11,334 | 12/31/2023 |
Fifth Third Securities Inc. | 144,840 | $10,909 | 12/31/2023 |
SCHM | 144,840 | $10,909 | 12/31/2023 |
Valley National Advisers Inc. | 144,075 | $10,851 | 12/31/2023 |
SCHM | 144,075 | $10,851 | 12/31/2023 |
Vantage Financial Partners LLC | 143,900 | $10,839 | 12/31/2023 |
SCHM | 143,900 | $10,839 | 12/31/2023 |
Captrust Financial Advisors | 143,705 | $10,824 | 12/31/2023 |
SCHM | 143,705 | $10,824 | 12/31/2023 |
Towercrest Capital Management | 140,085 | $10,551 | 12/31/2023 |
SCHM | 140,085 | $10,551 | 12/31/2023 |
Alliance Wealth Management Group | 140,001 | $10,545 | 12/31/2023 |
SCHM | 140,001 | $10,545 | 12/31/2023 |
Courage Miller Partners LLC | 135,601 | $10,213 | 12/31/2023 |
SCHM | 135,601 | $10,213 | 12/31/2023 |
Spinnaker Investment Group LLC | 133,115 | $10,026 | 12/31/2023 |
SCHM | 133,115 | $10,026 | 12/31/2023 |
St. Johns Investment Management Company LLC | 132,456 | $9,977 | 12/31/2023 |
SCHM | 132,456 | $9,977 | 12/31/2023 |
Pacific Sage Partners LLC | 131,404 | $9,897 | 12/31/2023 |
SCHM | 131,404 | $9,897 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 126,623 | $9,536 | 12/31/2023 |
SCHM | 126,623 | $9,536 | 12/31/2023 |
Clearwater Capital Advisors LLC | 125,118 | $9,424 | 12/31/2023 |
SCHM | 125,118 | $9,424 | 12/31/2023 |
Bush Investment Group LLC | 125,353 | $9,345 | 12/31/2023 |
SCHM | 125,353 | $9,345 | 12/31/2023 |
Peak Financial Management Inc. | 122,697 | $9,242 | 12/31/2023 |
SCHM | 122,697 | $9,242 | 12/31/2023 |
Arbor Trust Wealth Advisors LLC | 122,648 | $9,238 | 12/31/2023 |
SCHM | 122,648 | $9,238 | 12/31/2023 |
Pillar Wealth Advisors LLC | 122,239 | $9,207 | 12/31/2023 |
SCHM | 122,239 | $9,207 | 12/31/2023 |
North Star Asset Management Inc. | 121,610 | $9,160 | 12/31/2023 |
SCHM | 121,610 | $9,160 | 12/31/2023 |
Youngs Advisory Group Inc. | 120,478 | $9,074 | 12/31/2023 |
SCHM | 120,478 | $9,074 | 12/31/2023 |
Nadler Financial Group Inc. | 117,780 | $8,871 | 12/31/2023 |
SCHM | 117,780 | $8,871 | 12/31/2023 |
Rockefeller Capital Management L.P. | 116,670 | $8,788 | 12/31/2023 |
SCHM | 116,670 | $8,788 | 12/31/2023 |
Lincoln Capital Corp | 114,113 | $8,595 | 12/31/2023 |
SCHM | 114,113 | $8,595 | 12/31/2023 |
Lee Financial Co | 113,305 | $8,534 | 12/31/2023 |
SCHM | 113,305 | $8,534 | 12/31/2023 |
Schaeffer Financial LLC | 112,202 | $8,451 | 12/31/2023 |
SCHM | 112,202 | $8,451 | 12/31/2023 |
HB Wealth Management LLC | 110,648 | $8,334 | 12/31/2023 |
SCHM | 110,648 | $8,334 | 12/31/2023 |
Fortis Capital Management LLC | 110,035 | $8,288 | 12/31/2023 |
SCHM | 110,035 | $8,288 | 12/31/2023 |
Anchor Investment Management LLC | 108,440 | $8,168 | 12/31/2023 |
SCHM | 108,440 | $8,168 | 12/31/2023 |
Sightline Wealth Advisors LLC | 108,104 | $8,142 | 12/31/2023 |
SCHM | 108,104 | $8,142 | 12/31/2023 |
Patriot Investment Management Inc. | 107,831 | $8,122 | 12/31/2023 |
SCHM | 107,831 | $8,122 | 12/31/2023 |
Pring Turner Capital Group Inc. | 107,501 | $8,097 | 12/31/2023 |
SCHM | 107,501 | $8,097 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 106,683 | $8,035 | 12/31/2023 |
SCHM | 106,683 | $8,035 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 103,869 | $7,823 | 12/31/2023 |
SCHM | 103,869 | $7,823 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 102,640 | $7,731 | 12/31/2023 |
SCHM | 102,640 | $7,731 | 12/31/2023 |
Rainsberger Wealth Advisors Inc. | 101,842 | $7,671 | 12/31/2023 |
SCHM | 101,842 | $7,671 | 12/31/2023 |
Gradient Capital Advisors LLC | 100,451 | $7,566 | 12/31/2023 |
SCHM | 100,451 | $7,566 | 12/31/2023 |
Strategic Family Wealth Counselors L.L.C. | 100,402 | $7,562 | 12/31/2023 |
SCHM | 100,402 | $7,562 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 97,794 | $7,366 | 12/31/2023 |
SCHM | 97,794 | $7,366 | 12/31/2023 |
Meridian Wealth Partners LLC | 97,267 | $7,326 | 12/31/2023 |
SCHM | 97,267 | $7,326 | 12/31/2023 |
CWM LLC | 95,918 | $7,225 | 12/31/2023 |
SCHM | 95,918 | $7,225 | 12/31/2023 |
Lodestar Private Asset Management LLC | 95,710 | $7,209 | 12/31/2023 |
SCHM | 95,710 | $7,209 | 12/31/2023 |
Horizon Financial Services LLC | 94,938 | $7,151 | 12/31/2023 |
SCHM | 94,938 | $7,151 | 12/31/2023 |
Money Concepts Capital Corp | 94,804 | $7,141 | 12/31/2023 |
SCHM | 94,804 | $7,141 | 12/31/2023 |
Truist Financial Corp | 93,738 | $7,060 | 12/31/2023 |
SCHM | 93,738 | $7,060 | 12/31/2023 |
Brand Asset Management Group Inc. | 93,573 | $7,048 | 12/31/2023 |
SCHM | 93,573 | $7,048 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 92,791 | $6,989 | 12/31/2023 |
SCHM | 92,791 | $6,989 | 12/31/2023 |
Cresset Asset Management LLC | 91,407 | $6,885 | 12/31/2023 |
SCHM | 91,407 | $6,885 | 12/31/2023 |
Sentinel Pension Advisors Inc. | 90,549 | $6,820 | 12/31/2023 |
SCHM | 90,549 | $6,820 | 12/31/2023 |
Baird Financial Group Inc. | 90,420 | $6,810 | 12/31/2023 |
SCHM | 90,420 | $6,810 | 12/31/2023 |
RE Dickinson Investment Advisors LLC | 89,931 | $6,774 | 12/31/2023 |
SCHM | 89,931 | $6,774 | 12/31/2023 |
MAI Capital Management | 89,512 | $6,742 | 12/31/2023 |
SCHM | 89,512 | $6,742 | 12/31/2023 |
Black Diamond Financial LLC | 88,533 | $6,668 | 12/31/2023 |
SCHM | 88,533 | $6,668 | 12/31/2023 |
Berger Financial Group Inc | 88,443 | $6,661 | 12/31/2023 |
SCHM | 88,443 | $6,661 | 12/31/2023 |
Northern Capital Management Inc. | 87,709 | $6,606 | 12/31/2023 |
SCHM | 87,709 | $6,606 | 12/31/2023 |
Smithbridge Asset Management Inc. DE | 87,359 | $6,580 | 12/31/2023 |
SCHM | 87,359 | $6,580 | 12/31/2023 |
Ausdal Financial Partners Inc. | 87,200 | $6,568 | 12/31/2023 |
SCHM | 87,200 | $6,568 | 12/31/2023 |
Newman Dignan & Sheerar Inc. | 86,775 | $6,536 | 12/31/2023 |
SCHM | 86,775 | $6,536 | 12/31/2023 |
John W. Brooker & Co. CPAs | 85,749 | $6,459 | 12/31/2023 |
SCHM | 85,749 | $6,459 | 12/31/2023 |
Clear Creek Financial Management LLC | 85,183 | $6,416 | 12/31/2023 |
SCHM | 85,183 | $6,416 | 12/31/2023 |
Exchange Capital Management Inc. | 84,515 | $6,366 | 12/31/2023 |
SCHM | 84,515 | $6,366 | 12/31/2023 |
Capital Advantage Inc. | 82,474 | $6,212 | 12/31/2023 |
SCHM | 82,474 | $6,212 | 12/31/2023 |
Allworth Financial LP | 81,374 | $6,129 | 12/31/2023 |
SCHM | 81,374 | $6,129 | 12/31/2023 |
Schneider Downs Wealth Management Advisors LP | 81,078 | $6,107 | 12/31/2023 |
SCHM | 81,078 | $6,107 | 12/31/2023 |
Meridian Wealth Management LLC | 79,880 | $6,017 | 12/31/2023 |
SCHM | 79,880 | $6,017 | 12/31/2023 |
Whittier Trust Co. | 79,620 | $5,996 | 12/31/2023 |
SCHM | 79,620 | $5,996 | 12/31/2023 |
Voisard Asset Management Group Inc. | 78,226 | $5,892 | 12/31/2023 |
SCHM | 78,226 | $5,892 | 12/31/2023 |
Miracle Mile Advisors LLC | 77,820 | $5,861 | 12/31/2023 |
SCHM | 77,820 | $5,861 | 12/31/2023 |
Colorado Capital Management Inc. | 77,364 | $5,827 | 12/31/2023 |
SCHM | 77,364 | $5,827 | 12/31/2023 |
Northwest Capital Management Inc | 77,203 | $5,815 | 12/31/2023 |
SCHM | 77,203 | $5,815 | 12/31/2023 |
LexAurum Advisors LLC | 77,123 | $5,809 | 12/31/2023 |
SCHM | 77,123 | $5,809 | 12/31/2023 |
EWG Elevate Inc. | 77,105 | $5,808 | 12/31/2023 |
SCHM | 77,105 | $5,808 | 12/31/2023 |
Clearstead Advisors LLC | 76,952 | $5,796 | 12/31/2023 |
SCHM | 76,952 | $5,796 | 12/31/2023 |
Sunbelt Securities Inc. | 76,681 | $5,776 | 12/31/2023 |
SCHM | 76,681 | $5,776 | 12/31/2023 |
PPS&V Asset Management Consultants Inc. | 76,442 | $5,758 | 12/31/2023 |
SCHM | 76,442 | $5,758 | 12/31/2023 |
American Money Management LLC | 76,431 | $5,757 | 12/31/2023 |
SCHM | 76,431 | $5,757 | 12/31/2023 |
Scarborough Advisors LLC | 76,399 | $5,754 | 12/31/2023 |
SCHM | 76,399 | $5,754 | 12/31/2023 |
Main Street Financial Solutions LLC | 76,312 | $5,748 | 12/31/2023 |
SCHM | 76,312 | $5,748 | 12/31/2023 |
Pure Financial Advisors Inc. | 75,781 | $5,708 | 12/31/2023 |
SCHM | 75,781 | $5,708 | 12/31/2023 |
James J. Burns & Company LLC | 74,250 | $5,591 | 12/31/2023 |
SCHM | 74,250 | $5,591 | 12/31/2023 |
Lathrop Investment Management Corp | 72,527 | $5,463 | 12/31/2023 |
SCHM | 72,527 | $5,463 | 12/31/2023 |
Valley Forge Investment Consultants Inc. ADV | 72,005 | $5,423 | 12/31/2023 |
SCHM | 72,005 | $5,423 | 12/31/2023 |
Altus Wealth Group LLC | 71,614 | $5,394 | 12/31/2023 |
SCHM | 71,614 | $5,394 | 12/31/2023 |
Sculati Wealth Management LLC | 71,422 | $5,380 | 12/31/2023 |
SCHM | 71,422 | $5,380 | 12/31/2023 |
Cape Investment Advisory Inc. | 70,463 | $5,307 | 12/31/2023 |
SCHM | 70,463 | $5,307 | 12/31/2023 |
Broadleaf Partners LLC | 69,835 | $5,260 | 12/31/2023 |
SCHM | 69,835 | $5,260 | 12/31/2023 |
Private Advisor Group LLC | 69,815 | $5,258 | 12/31/2023 |
SCHM | 69,815 | $5,258 | 12/31/2023 |
Royal Bank of Canada | 69,714 | $5,251 | 12/31/2023 |
SCHM | 69,714 | $5,251 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 69,403 | $5,227 | 12/31/2023 |
SCHM | 69,403 | $5,227 | 12/31/2023 |
Hilltop Wealth Advisors LLC | 68,624 | $5,169 | 12/31/2023 |
SCHM | 68,624 | $5,169 | 12/31/2023 |
Gill Capital Partners LLC | 67,911 | $5,115 | 12/31/2023 |
SCHM | 67,911 | $5,115 | 12/31/2023 |
Hoylecohen LLC | 67,398 | $5,076 | 12/31/2023 |
SCHM | 67,398 | $5,076 | 12/31/2023 |
Congress Wealth Management LLC DE | 66,089 | $4,978 | 12/31/2023 |
SCHM | 66,089 | $4,978 | 12/31/2023 |
OneAscent Financial Services LLC | 65,927 | $4,966 | 12/31/2023 |
SCHM | 65,927 | $4,966 | 12/31/2023 |
Bensler LLC | 65,912 | $4,965 | 12/31/2023 |
SCHM | 65,912 | $4,965 | 12/31/2023 |
Valmark Advisers Inc. | 65,070 | $4,901 | 12/31/2023 |
SCHM | 65,070 | $4,901 | 12/31/2023 |
Missouri Trust & Investment Co | 64,442 | $4,854 | 12/31/2023 |
SCHM | 64,442 | $4,854 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 63,756 | $4,802 | 12/31/2023 |
SCHM | 63,756 | $4,802 | 12/31/2023 |
Family Investment Center Inc. | 63,383 | $4,774 | 12/31/2023 |
SCHM | 63,383 | $4,774 | 12/31/2023 |
Brookstone Capital Management | 61,613 | $4,641 | 12/31/2023 |
SCHM | 61,613 | $4,641 | 12/31/2023 |
Lowe Brockenbrough & Co. Inc. | 60,902 | $4,587 | 12/31/2023 |
SCHM | 60,902 | $4,587 | 12/31/2023 |
Great Valley Advisor Group Inc. | 59,963 | $4,516 | 12/31/2023 |
SCHM | 59,963 | $4,516 | 12/31/2023 |
McCarthy Asset Management Inc. | 59,131 | $4,454 | 12/31/2023 |
SCHM | 59,131 | $4,454 | 12/31/2023 |
Clear Rock Advisors LLC | 58,504 | $4,440 | 12/31/2023 |
SCHM | 58,504 | $4,440 | 12/31/2023 |
Peterson Wealth Advisors LLC | 58,878 | $4,435 | 12/31/2023 |
SCHM | 58,878 | $4,435 | 12/31/2023 |
Lincoln National Corp | 58,302 | $4,391 | 12/31/2023 |
SCHM | 58,302 | $4,391 | 12/31/2023 |
Affinity Capital Advisors LLC | 56,816 | $4,279 | 12/31/2023 |
SCHM | 56,816 | $4,279 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 56,742 | $4,274 | 12/31/2023 |
SCHM | 56,742 | $4,274 | 12/31/2023 |
Texas Yale Capital Corp. | 56,654 | $4,267 | 12/31/2023 |
SCHM | 56,654 | $4,267 | 12/31/2023 |
Juncture Wealth Strategies LLC | 56,395 | $4,248 | 12/31/2023 |
SCHM | 56,395 | $4,248 | 12/31/2023 |
Cliftonlarsonallen Wealth Advisors LLC | 56,081 | $4,224 | 12/31/2023 |
SCHM | 56,081 | $4,224 | 12/31/2023 |
Wescott Financial Advisory Group LLC | 55,540 | $4,183 | 12/31/2023 |
SCHM | 55,540 | $4,183 | 12/31/2023 |
Acorn Wealth Advisors LLC | 55,046 | $4,146 | 12/31/2023 |
SCHM | 55,046 | $4,146 | 12/31/2023 |
Gleason Group Inc. | 54,671 | $4,118 | 12/31/2023 |
SCHM | 54,671 | $4,118 | 12/31/2023 |
Beacon Bridge Wealth Partners LLC | 54,051 | $4,071 | 12/31/2023 |
SCHM | 54,051 | $4,071 | 12/31/2023 |
Stifel Financial Corp | 53,832 | $4,055 | 12/31/2023 |
SCHM | 53,832 | $4,055 | 12/31/2023 |
Mutual Advisors LLC | 53,507 | $4,030 | 12/31/2023 |
SCHM | 53,507 | $4,030 | 12/31/2023 |
Mengis Capital Management Inc. | 52,947 | $3,988 | 12/31/2023 |
SCHM | 52,947 | $3,988 | 12/31/2023 |
Arcataur Capital Management LLC | 51,570 | $3,884 | 12/31/2023 |
SCHM | 51,570 | $3,884 | 12/31/2023 |
WESCAP Management Group Inc. | 51,379 | $3,870 | 12/31/2023 |
SCHM | 51,379 | $3,870 | 12/31/2023 |
Safeguard Financial LLC | 50,581 | $3,810 | 12/31/2023 |
SCHM | 50,581 | $3,810 | 12/31/2023 |
Everhart Financial Group Inc. | 50,254 | $3,785 | 12/31/2023 |
SCHM | 50,254 | $3,785 | 12/31/2023 |
Carolina Wealth Advisors LLC | 49,871 | $3,756 | 12/31/2023 |
SCHM | 49,871 | $3,756 | 12/31/2023 |
Steele Capital Management Inc. | 49,743 | $3,747 | 12/31/2023 |
SCHM | 49,743 | $3,747 | 12/31/2023 |
Alpha Omega Wealth Management LLC | 49,188 | $3,705 | 12/31/2023 |
SCHM | 49,188 | $3,705 | 12/31/2023 |
Foster Victor Wealth Advisors LLC | 49,636 | $3,697 | 12/31/2023 |
SCHM | 49,636 | $3,697 | 12/31/2023 |
Kestra Advisory Services LLC | 48,581 | $3,659 | 12/31/2023 |
SCHM | 48,581 | $3,659 | 12/31/2023 |
Coldstream Capital Management Inc. | 48,052 | $3,619 | 12/31/2023 |
SCHM | 48,052 | $3,619 | 12/31/2023 |
MBA Advisors LLC | 47,620 | $3,587 | 12/31/2023 |
SCHM | 47,620 | $3,587 | 12/31/2023 |
Blue Bell Private Wealth Management LLC | 47,316 | $3,564 | 12/31/2023 |
SCHM | 47,316 | $3,564 | 12/31/2023 |
Madden Advisory Services Inc. | 47,191 | $3,554 | 12/31/2023 |
SCHM | 47,191 | $3,554 | 12/31/2023 |
Powers Advisory Group LLC | 47,089 | $3,547 | 12/31/2023 |
SCHM | 47,089 | $3,547 | 12/31/2023 |
Paradigm Strategies in Wealth Management LLC | 47,076 | $3,546 | 12/31/2023 |
SCHM | 47,076 | $3,546 | 12/31/2023 |
Sage Financial Management Group Inc. | 46,657 | $3,514 | 12/31/2023 |
SCHM | 46,657 | $3,514 | 12/31/2023 |
Citizens Financial Group Inc RI | 46,254 | $3,484 | 12/31/2023 |
SCHM | 46,254 | $3,484 | 12/31/2023 |
Blue Barn Wealth LLC | 46,235 | $3,482 | 12/31/2023 |
SCHM | 46,235 | $3,482 | 12/31/2023 |
Reston Wealth Management LLC | 45,540 | $3,430 | 12/31/2023 |
SCHM | 45,540 | $3,430 | 12/31/2023 |
Souders Financial Advisors | 45,087 | $3,396 | 12/31/2023 |
SCHM | 45,087 | $3,396 | 12/31/2023 |
Single Point Partners LLC | 44,514 | $3,353 | 12/31/2023 |
SCHM | 44,514 | $3,353 | 12/31/2023 |
GWM Advisors LLC | 44,444 | $3,341 | 12/31/2023 |
SCHM | 44,444 | $3,341 | 12/31/2023 |
Apollon Financial LLC | 43,899 | $3,306 | 12/31/2023 |
SCHM | 43,899 | $3,306 | 12/31/2023 |
Pinnacle Associates Ltd. | 43,552 | $3,280 | 12/31/2023 |
SCHM | 43,552 | $3,280 | 12/31/2023 |
Susquehanna International Group LLP | $3,277 | 12/31/2023 | |
SCHM | 38,104 | $2,870 | 12/31/2023 |
Call | 5,400 | $407 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 42,384 | $3,192 | 12/31/2023 |
SCHM | 42,384 | $3,192 | 12/31/2023 |
Destination Wealth Management | 42,293 | $3,185 | 12/31/2023 |
SCHM | 42,293 | $3,185 | 12/31/2023 |
Wilbanks Smith & Thomas Asset Management LLC | 41,981 | $3,162 | 12/31/2023 |
SCHM | 41,981 | $3,162 | 12/31/2023 |
Roundview Capital LLC | 41,926 | $3,158 | 12/31/2023 |
SCHM | 41,926 | $3,158 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 41,824 | $3,150 | 12/31/2023 |
SCHM | 41,824 | $3,150 | 12/31/2023 |
Atlas Capital Advisors LLC | 41,585 | $3,132 | 12/31/2023 |
SCHM | 41,585 | $3,132 | 12/31/2023 |
Revolve Wealth Partners LLC | 41,312 | $3,112 | 12/31/2023 |
SCHM | 41,312 | $3,112 | 12/31/2023 |
Forte Capital LLC ADV | 41,240 | $3,106 | 12/31/2023 |
SCHM | 41,240 | $3,106 | 12/31/2023 |
Mather Group LLC. | 40,821 | $3,075 | 12/31/2023 |
SCHM | 40,821 | $3,075 | 12/31/2023 |
Perigon Wealth Management LLC | 40,271 | $3,033 | 12/31/2023 |
SCHM | 40,271 | $3,033 | 12/31/2023 |
Nicollet Investment Management Inc. | 39,771 | $2,996 | 12/31/2023 |
SCHM | 39,771 | $2,996 | 12/31/2023 |
Pinnacle Wealth Management Advisory Group LLC | 39,573 | $2,981 | 12/31/2023 |
SCHM | 39,573 | $2,981 | 12/31/2023 |
Element Wealth LLC | 39,076 | $2,943 | 12/31/2023 |
SCHM | 39,076 | $2,943 | 12/31/2023 |
Von Berge Wealth Management Group LLC | 39,727 | $2,937 | 12/31/2023 |
SCHM | 39,727 | $2,937 | 12/31/2023 |
PCA Investment Advisory Services Inc. | 38,851 | $2,926 | 12/31/2023 |
SCHM | 38,851 | $2,926 | 12/31/2023 |
Balanced Wealth Group LLC | 38,103 | $2,870 | 12/31/2023 |
SCHM | 38,103 | $2,870 | 12/31/2023 |
Financial Advisory Group | 38,039 | $2,865 | 12/31/2023 |
SCHM | 38,039 | $2,865 | 12/31/2023 |
United Capital Financial Advisers LLC | 37,202 | $2,802 | 12/31/2023 |
SCHM | 37,202 | $2,802 | 12/31/2023 |
Wealth Group Ltd | 37,073 | $2,763 | 12/31/2023 |
SCHM | 37,073 | $2,763 | 12/31/2023 |
Bristlecone Advisors LLC | 36,606 | $2,757 | 12/31/2023 |
SCHM | 36,606 | $2,757 | 12/31/2023 |
Cetera Investment Advisers | 36,339 | $2,737 | 12/31/2023 |
SCHM | 36,339 | $2,737 | 12/31/2023 |
Ulland Investment Advisors LLC | 36,292 | $2,734 | 12/31/2023 |
SCHM | 36,292 | $2,734 | 12/31/2023 |
Marquette Asset Management LLC | 35,317 | $2,660 | 12/31/2023 |
SCHM | 35,317 | $2,660 | 12/31/2023 |
CRA Financial Services LLC | 35,168 | $2,649 | 12/31/2023 |
SCHM | 35,168 | $2,649 | 12/31/2023 |
Sontag Advisory LLC | 35,114 | $2,645 | 12/31/2023 |
SCHM | 35,114 | $2,645 | 12/31/2023 |
Cantor Fitzgerald Investment Adviser L.P. | 34,697 | $2,613 | 12/31/2023 |
SCHM | 34,697 | $2,613 | 12/31/2023 |
Orcam Financial Group | 34,654 | $2,610 | 12/31/2023 |
SCHM | 34,654 | $2,610 | 12/31/2023 |
Bartlett & Co. LLC | 33,997 | $2,582 | 12/31/2023 |
SCHM | 33,997 | $2,582 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 33,997 | $2,582 | 12/31/2023 |
SCHM | 33,997 | $2,582 | 12/31/2023 |
HC Advisors LLC | 33,799 | $2,546 | 12/31/2023 |
SCHM | 33,799 | $2,546 | 12/31/2023 |
Krilogy Financial LLC | 33,572 | $2,529 | 12/31/2023 |
SCHM | 33,572 | $2,529 | 12/31/2023 |
Halpern Financial Inc. | 34,420 | $2,523 | 12/31/2023 |
SCHM | 34,420 | $2,523 | 12/31/2023 |
River Wealth Advisors LLC | 33,455 | $2,520 | 12/31/2023 |
SCHM | 33,455 | $2,520 | 12/31/2023 |
WealthShield Partners LLC | 32,809 | $2,471 | 12/31/2023 |
SCHM | 32,809 | $2,471 | 12/31/2023 |
Breed s Hill Capital LLC | 32,450 | $2,444 | 12/31/2023 |
SCHM | 32,450 | $2,444 | 12/31/2023 |
Procyon Private Wealth Partners LLC | 32,430 | $2,443 | 12/31/2023 |
SCHM | 32,430 | $2,443 | 12/31/2023 |
Tradition Wealth Management LLC | 32,326 | $2,435 | 12/31/2023 |
SCHM | 32,326 | $2,435 | 12/31/2023 |
Jackson Creek Investment Advisors LLC | 32,211 | $2,426 | 12/31/2023 |
SCHM | 32,211 | $2,426 | 12/31/2023 |
Burkett Financial Services LLC | 31,829 | $2,397 | 12/31/2023 |
SCHM | 31,829 | $2,397 | 12/31/2023 |
Vivaldi Capital Management LLC | 32,015 | $2,391 | 12/31/2023 |
SCHM | 32,015 | $2,391 | 12/31/2023 |
BCS Wealth Management | 31,136 | $2,345 | 12/31/2023 |
SCHM | 31,136 | $2,345 | 12/31/2023 |
Red Door Wealth Management LLC | 30,816 | $2,321 | 12/31/2023 |
SCHM | 30,816 | $2,321 | 12/31/2023 |
Providence First Trust Co | 30,773 | $2,318 | 12/31/2023 |
SCHM | 30,773 | $2,318 | 12/31/2023 |
IHT Wealth Management LLC | 30,532 | $2,300 | 12/31/2023 |
SCHM | 30,532 | $2,300 | 12/31/2023 |
Collective Family Office LLC | 30,341 | $2,285 | 12/31/2023 |
SCHM | 30,341 | $2,285 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 27,522 | $2,283 | 12/31/2023 |
SCHM | 27,522 | $2,283 | 12/31/2023 |
Transform Wealth LLC | 29,986 | $2,259 | 12/31/2023 |
SCHM | 29,986 | $2,259 | 12/31/2023 |
Leisure Capital Management | 29,750 | $2,241 | 12/31/2023 |
SCHM | 29,750 | $2,241 | 12/31/2023 |
Abbrea Capital LLC | 29,675 | $2,235 | 12/31/2023 |
SCHM | 29,675 | $2,235 | 12/31/2023 |
Cetera Advisors LLC | 29,586 | $2,228 | 12/31/2023 |
SCHM | 29,586 | $2,228 | 12/31/2023 |
Compass Advisory Group LLC | 29,507 | $2,222 | 12/31/2023 |
SCHM | 29,507 | $2,222 | 12/31/2023 |
Jane Street Group LLC | 29,457 | $2,219 | 12/31/2023 |
SCHM | 29,457 | $2,219 | 12/31/2023 |
Global Retirement Partners LLC | 29,924 | $2,198 | 12/31/2023 |
SCHM | 29,924 | $2,198 | 12/31/2023 |
Sequoia Financial Advisors LLC | 28,772 | $2,167 | 12/31/2023 |
SCHM | 28,772 | $2,167 | 12/31/2023 |
Joseph P. Lucia & Associates LLC | 28,743 | $2,165 | 12/31/2023 |
SCHM | 28,743 | $2,165 | 12/31/2023 |
Sunburst Financial Group LLC | 28,375 | $2,137 | 12/31/2023 |
SCHM | 28,375 | $2,137 | 12/31/2023 |
Napatree Capital LLC | 28,018 | $2,110 | 12/31/2023 |
SCHM | 28,018 | $2,110 | 12/31/2023 |
Centerpoint Advisors LLC | 28,000 | $2,109 | 12/31/2023 |
SCHM | 28,000 | $2,109 | 12/31/2023 |
Strategic Financial Planning Inc. | 27,742 | $2,090 | 12/31/2023 |
SCHM | 27,742 | $2,090 | 12/31/2023 |
SeaCrest Wealth Management LLC | 28,041 | $2,060 | 12/31/2023 |
SCHM | 28,041 | $2,060 | 12/31/2023 |
Econ Financial Services Corp | 27,027 | $2,036 | 12/31/2023 |
SCHM | 27,027 | $2,036 | 12/31/2023 |
Cahill Financial Advisors Inc. | 26,699 | $2,011 | 12/31/2023 |
SCHM | 26,699 | $2,011 | 12/31/2023 |
WBH Advisory Inc. | 26,507 | $1,996 | 12/31/2023 |
SCHM | 26,507 | $1,996 | 12/31/2023 |
Redhawk Wealth Advisors Inc. | 25,965 | $1,956 | 12/31/2023 |
SCHM | 25,965 | $1,956 | 12/31/2023 |
Leo H. Evart Inc. | 28,564 | $1,933 | 09/30/2023 |
SCHM | 28,564 | $1,933 | 09/30/2023 |
Nicholas Hoffman & Company LLC. | 25,349 | $1,909 | 12/31/2023 |
SCHM | 25,349 | $1,909 | 12/31/2023 |
LifeSteps Financial Inc. | 25,203 | $1,898 | 12/31/2023 |
SCHM | 25,203 | $1,898 | 12/31/2023 |
Zhang Financial LLC | 25,138 | $1,893 | 12/31/2023 |
SCHM | 25,138 | $1,893 | 12/31/2023 |
Clayton Financial Group LLC | 25,135 | $1,893 | 12/31/2023 |
SCHM | 25,135 | $1,893 | 12/31/2023 |
Aspen Grove Capital LLC | 25,052 | $1,887 | 12/31/2023 |
SCHM | 25,052 | $1,887 | 12/31/2023 |
ETF Store Inc. | 24,807 | $1,868 | 12/31/2023 |
SCHM | 24,807 | $1,868 | 12/31/2023 |
Winthrop Capital Management LLC | 24,788 | $1,867 | 12/31/2023 |
SCHM | 24,788 | $1,867 | 12/31/2023 |
Athena Investment Management | 24,606 | $1,853 | 12/31/2023 |
SCHM | 24,606 | $1,853 | 12/31/2023 |
Dakota Wealth Management | 24,595 | $1,852 | 12/31/2023 |
SCHM | 24,595 | $1,852 | 12/31/2023 |
Novare Capital Management LLC | 23,502 | $1,770 | 12/31/2023 |
SCHM | 23,502 | $1,770 | 12/31/2023 |
First Pacific Financial | 23,413 | $1,763 | 12/31/2023 |
SCHM | 23,413 | $1,763 | 12/31/2023 |
Chesapeake Wealth Management | 23,170 | $1,745 | 12/31/2023 |
SCHM | 23,170 | $1,745 | 12/31/2023 |
Vision Capital Management Inc. | 23,141 | $1,743 | 12/31/2023 |
SCHM | 23,141 | $1,743 | 12/31/2023 |
Staley Capital Advisers Inc. | 23,069 | $1,738 | 12/31/2023 |
SCHM | 23,069 | $1,738 | 12/31/2023 |
Sutton Wealth Advisors Inc. | 25,509 | $1,726 | 09/30/2023 |
SCHM | 25,509 | $1,726 | 09/30/2023 |
Beaumont Financial Advisors LLC | 22,757 | $1,714 | 12/31/2023 |
SCHM | 22,757 | $1,714 | 12/31/2023 |
Waterfront Wealth Inc. | 22,652 | $1,706 | 12/31/2023 |
SCHM | 22,652 | $1,706 | 12/31/2023 |
Murphy Middleton Hinkle & Parker Inc. | 22,610 | $1,703 | 12/31/2023 |
SCHM | 22,610 | $1,703 | 12/31/2023 |
KCM Investment Advisors LLC | 22,498 | $1,695 | 12/31/2023 |
SCHM | 22,498 | $1,695 | 12/31/2023 |
Acas LLC | 22,458 | $1,692 | 12/31/2023 |
SCHM | 22,458 | $1,692 | 12/31/2023 |
SWS Partners | 22,363 | $1,684 | 12/31/2023 |
SCHM | 22,363 | $1,684 | 12/31/2023 |
ZRC Wealth Management LLC | 22,299 | $1,680 | 12/31/2023 |
SCHM | 22,299 | $1,680 | 12/31/2023 |
Equitable Holdings Inc. | 22,148 | $1,668 | 12/31/2023 |
SCHM | 22,148 | $1,668 | 12/31/2023 |
Boltwood Capital Management | 22,139 | $1,668 | 12/31/2023 |
SCHM | 22,139 | $1,668 | 12/31/2023 |
Armor Investment Advisors LLC | 21,863 | $1,647 | 12/31/2023 |
SCHM | 21,863 | $1,647 | 12/31/2023 |
Madison Park Capital Advisors LLC | 21,868 | $1,647 | 12/31/2023 |
SCHM | 21,868 | $1,647 | 12/31/2023 |
Fort Pitt Capital Group LLC | 21,752 | $1,638 | 12/31/2023 |
SCHM | 21,752 | $1,638 | 12/31/2023 |
Ironwood Financial llc | 21,063 | $1,586 | 12/31/2023 |
SCHM | 21,063 | $1,586 | 12/31/2023 |
Blankinship & Foster LLC | 21,005 | $1,582 | 12/31/2023 |
SCHM | 21,005 | $1,582 | 12/31/2023 |
Fulton Breakefield Broenniman LLC | 20,991 | $1,581 | 12/31/2023 |
SCHM | 20,991 | $1,581 | 12/31/2023 |
Venture Visionary Partners LLC | 20,883 | $1,573 | 12/31/2023 |
SCHM | 20,883 | $1,573 | 12/31/2023 |
RSM US Wealth Management LLC | 20,756 | $1,563 | 12/31/2023 |
SCHM | 20,756 | $1,563 | 12/31/2023 |
Sharkey Howes & Javer | 20,703 | $1,559 | 12/31/2023 |
SCHM | 20,703 | $1,559 | 12/31/2023 |
Smith Anglin Financial LLC | 20,347 | $1,533 | 12/31/2023 |
SCHM | 20,347 | $1,533 | 12/31/2023 |
St. Louis Trust Co | 20,185 | $1,520 | 12/31/2023 |
SCHM | 20,185 | $1,520 | 12/31/2023 |
Crescent Sterling Ltd. | 20,170 | $1,519 | 12/31/2023 |
SCHM | 20,170 | $1,519 | 12/31/2023 |
DB Wealth Management Group LLC | 20,091 | $1,513 | 12/31/2023 |
SCHM | 20,091 | $1,513 | 12/31/2023 |
Smith Moore & CO. | 20,002 | $1,488 | 12/31/2023 |
SCHM | 20,002 | $1,488 | 12/31/2023 |
Bfsg LLC | 19,741 | $1,487 | 12/31/2023 |
SCHM | 19,741 | $1,487 | 12/31/2023 |
Fagan Associates Inc. | 19,731 | $1,486 | 12/31/2023 |
SCHM | 19,731 | $1,486 | 12/31/2023 |
IAG Wealth Partners LLC | 19,670 | $1,482 | 12/31/2023 |
SCHM | 19,670 | $1,482 | 12/31/2023 |
Koesten Hirschmann & Crabtree INC. | 19,648 | $1,480 | 12/31/2023 |
SCHM | 19,648 | $1,480 | 12/31/2023 |
Paulson Wealth Management Inc. | 19,401 | $1,461 | 12/31/2023 |
SCHM | 19,401 | $1,461 | 12/31/2023 |
Integrated Advisors Network LLC | 19,305 | $1,454 | 12/31/2023 |
SCHM | 19,305 | $1,454 | 12/31/2023 |
NorthRock Partners LLC | 19,297 | $1,453 | 12/31/2023 |
SCHM | 19,297 | $1,453 | 12/31/2023 |
Monticello Wealth Management LLC | 19,041 | $1,434 | 12/31/2023 |
SCHM | 19,041 | $1,434 | 12/31/2023 |
Continuum Advisory LLC | 18,805 | $1,416 | 12/31/2023 |
SCHM | 18,805 | $1,416 | 12/31/2023 |
Spire Wealth Management | 19,086 | $1,413 | 12/31/2023 |
SCHM | 19,086 | $1,413 | 12/31/2023 |
Compass Financial Group INC SD | 18,531 | $1,396 | 12/31/2023 |
SCHM | 18,531 | $1,396 | 12/31/2023 |
Edge Capital Group LLC | 18,517 | $1,395 | 12/31/2023 |
SCHM | 18,517 | $1,395 | 12/31/2023 |
Arkansas Financial Group Inc. | 18,480 | $1,392 | 12/31/2023 |
SCHM | 18,480 | $1,392 | 12/31/2023 |
EP Wealth Advisors LLC | 18,457 | $1,390 | 12/31/2023 |
SCHM | 18,457 | $1,390 | 12/31/2023 |
JFS Wealth Advisors LLC | 18,264 | $1,376 | 12/31/2023 |
SCHM | 18,264 | $1,376 | 12/31/2023 |
Capital Planning LLC | 18,166 | $1,368 | 12/31/2023 |
SCHM | 18,166 | $1,368 | 12/31/2023 |
Ironwood Wealth Management LLC. | 18,111 | $1,364 | 12/31/2023 |
SCHM | 18,111 | $1,364 | 12/31/2023 |
Apollon Wealth Management LLC | 18,059 | $1,360 | 12/31/2023 |
SCHM | 18,059 | $1,360 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 18,364 | $1,360 | 12/31/2023 |
SCHM | 18,364 | $1,360 | 12/31/2023 |
Warner Financial Inc. | 18,003 | $1,356 | 12/31/2023 |
SCHM | 18,003 | $1,356 | 12/31/2023 |
Lazard Asset Management LLC | 17,868 | $1,345 | 12/31/2023 |
SCHM | 17,868 | $1,345 | 12/31/2023 |
Prentice Wealth Management LLC | 17,744 | $1,336 | 12/31/2023 |
SCHM | 17,744 | $1,336 | 12/31/2023 |
Bogart Wealth LLC | 17,710 | $1,334 | 12/31/2023 |
SCHM | 17,710 | $1,334 | 12/31/2023 |
Chandler Asset Management Inc. | 17,663 | $1,330 | 12/31/2023 |
SCHM | 17,663 | $1,330 | 12/31/2023 |
LTG Capital LLC | 17,659 | $1,330 | 12/31/2023 |
SCHM | 17,659 | $1,330 | 12/31/2023 |
Oldfather Financial Services LLC | 17,502 | $1,318 | 12/31/2023 |
SCHM | 17,502 | $1,318 | 12/31/2023 |
Arlington Financial Advisors LLC | 17,480 | $1,317 | 12/31/2023 |
SCHM | 17,480 | $1,317 | 12/31/2023 |
Oxford Financial Group Ltd. | 17,433 | $1,313 | 12/31/2023 |
SCHM | 17,433 | $1,313 | 12/31/2023 |
Citadel Advisors LLC | $1,312 | 12/31/2023 | |
SCHM | 17,617 | $1,327 | 12/31/2023 |
Put | 3,100 | $233 | 12/31/2023 |
Call | 2,900 | $218 | 12/31/2023 |
Cambridge Advisors Inc. | 17,301 | $1,303 | 12/31/2023 |
SCHM | 17,301 | $1,303 | 12/31/2023 |
Janney Montgomery Scott LLC | 17,205 | $1,296 | 12/31/2023 |
SCHM | 17,205 | $1,296 | 12/31/2023 |
Panoramic Investment Advisors LLC | 17,176 | $1,294 | 12/31/2023 |
SCHM | 17,176 | $1,294 | 12/31/2023 |
Pennsylvania Capital Management Inc. ADV | 17,088 | $1,287 | 12/31/2023 |
SCHM | 17,088 | $1,287 | 12/31/2023 |
The PNC Financial Services Group Inc. | 16,588 | $1,249 | 12/31/2023 |
SCHM | 16,588 | $1,249 | 12/31/2023 |
Phillips Financial Management LLC | 16,575 | $1,248 | 12/31/2023 |
SCHM | 16,575 | $1,248 | 12/31/2023 |
Ifrah Financial Services Inc. | 16,513 | $1,244 | 12/31/2023 |
SCHM | 16,513 | $1,244 | 12/31/2023 |
Adamsbrown Wealth Consultants LLC | 16,496 | $1,242 | 12/31/2023 |
SCHM | 16,496 | $1,242 | 12/31/2023 |
McAdam LLC | 16,482 | $1,241 | 12/31/2023 |
SCHM | 16,482 | $1,241 | 12/31/2023 |
Prudential Financial Inc. | 16,451 | $1,239 | 12/31/2023 |
SCHM | 16,451 | $1,239 | 12/31/2023 |
Quadrant Capital Group LLC | 16,418 | $1,237 | 12/31/2023 |
SCHM | 16,418 | $1,237 | 12/31/2023 |
FIDELIS iM LLC | 16,210 | $1,220 | 12/31/2023 |
SCHM | 16,210 | $1,220 | 12/31/2023 |
InterOcean Capital Group LLC | 15,913 | $1,199 | 12/31/2023 |
SCHM | 15,913 | $1,199 | 12/31/2023 |
JNB Advisors LLC | 15,908 | $1,198 | 12/31/2023 |
SCHM | 15,908 | $1,198 | 12/31/2023 |
Condor Capital Management | 15,796 | $1,190 | 12/31/2023 |
SCHM | 15,796 | $1,190 | 12/31/2023 |
Benchmark Wealth Management LLC | 15,648 | $1,179 | 12/31/2023 |
SCHM | 15,648 | $1,179 | 12/31/2023 |
ARK & TLK Investments LLC | 15,587 | $1,174 | 12/31/2023 |
SCHM | 15,587 | $1,174 | 12/31/2023 |
Aspiriant LLC | 15,580 | $1,173 | 12/31/2023 |
SCHM | 15,580 | $1,173 | 12/31/2023 |
Donaldson Capital Management LLC | 15,522 | $1,169 | 12/31/2023 |
SCHM | 15,522 | $1,169 | 12/31/2023 |
Ameritas Advisory Services LLC | 15,306 | $1,162 | 12/31/2023 |
SCHM | 15,306 | $1,162 | 12/31/2023 |
Alliancebernstein L.P. | 15,317 | $1,154 | 12/31/2023 |
SCHM | 15,317 | $1,154 | 12/31/2023 |
SYM FINANCIAL Corp | 15,268 | $1,150 | 12/31/2023 |
SCHM | 15,268 | $1,150 | 12/31/2023 |
Naples Global Advisors LLC | 15,215 | $1,146 | 12/31/2023 |
SCHM | 15,215 | $1,146 | 12/31/2023 |
Flagship Harbor Advisors LLC | 15,076 | $1,136 | 12/31/2023 |
SCHM | 15,076 | $1,136 | 12/31/2023 |
Northern Trust Corp | 15,069 | $1,135 | 12/31/2023 |
SCHM | 15,069 | $1,135 | 12/31/2023 |
One Capital Management LLC | 15,035 | $1,132 | 12/31/2023 |
SCHM | 15,035 | $1,132 | 12/31/2023 |
Legacy Bridge LLC | 15,020 | $1,131 | 12/31/2023 |
SCHM | 15,020 | $1,131 | 12/31/2023 |
Wisconsin Capital Management LLC | 15,000 | $1,130 | 12/31/2023 |
SCHM | 15,000 | $1,130 | 12/31/2023 |
StrategIQ Financial Group LLC | 14,946 | $1,126 | 12/31/2023 |
SCHM | 14,946 | $1,126 | 12/31/2023 |
PFG Advisors | 14,944 | $1,126 | 12/31/2023 |
SCHM | 14,944 | $1,126 | 12/31/2023 |
Cedar Wealth Management LLC | 14,731 | $1,110 | 12/31/2023 |
SCHM | 14,731 | $1,110 | 12/31/2023 |
Parsons Capital Management Inc. RI | 14,626 | $1,102 | 12/31/2023 |
SCHM | 14,626 | $1,102 | 12/31/2023 |
Clear Investment Research LLC | 14,551 | $1,096 | 12/31/2023 |
SCHM | 14,551 | $1,096 | 12/31/2023 |
AE Wealth Management LLC | 14,597 | $1,094 | 12/31/2023 |
SCHM | 14,597 | $1,094 | 12/31/2023 |
S.A. Mason LLC | 14,449 | $1,088 | 12/31/2023 |
SCHM | 14,449 | $1,088 | 12/31/2023 |
Putnam FL Investment Management Co. | 14,408 | $1,085 | 12/31/2023 |
SCHM | 14,408 | $1,085 | 12/31/2023 |
Kingsview Wealth Management LLC | 14,383 | $1,083 | 12/31/2023 |
SCHM | 14,383 | $1,083 | 12/31/2023 |
Orca Investment Management LLC | 14,349 | $1,081 | 12/31/2023 |
SCHM | 14,349 | $1,081 | 12/31/2023 |
Goepper Burkhardt LLC | 14,165 | $1,075 | 12/31/2023 |
SCHM | 14,165 | $1,075 | 12/31/2023 |
Altfest L J & Co. Inc. | 14,239 | $1,072 | 12/31/2023 |
SCHM | 14,239 | $1,072 | 12/31/2023 |
Harbour Investments Inc. | 14,191 | $1,069 | 12/31/2023 |
SCHM | 14,191 | $1,069 | 12/31/2023 |
Lowery Thomas LLC | 14,172 | $1,067 | 12/31/2023 |
SCHM | 14,172 | $1,067 | 12/31/2023 |
Koshinski Asset Management Inc. | 13,985 | $1,053 | 12/31/2023 |
SCHM | 13,985 | $1,053 | 12/31/2023 |
FMR LLC | 13,907 | $1,047 | 12/31/2023 |
SCHM | 13,907 | $1,047 | 12/31/2023 |
Sigma Investment Counselors Inc. | 13,807 | $1,040 | 12/31/2023 |
SCHM | 13,807 | $1,040 | 12/31/2023 |
Hilltop Partners LLC | 13,771 | $1,037 | 12/31/2023 |
SCHM | 13,771 | $1,037 | 12/31/2023 |
Planning Capital Management Corp | 13,690 | $1,031 | 12/31/2023 |
SCHM | 13,690 | $1,031 | 12/31/2023 |
Pathstone Holdings LLC | 13,620 | $1,026 | 12/31/2023 |
SCHM | 13,620 | $1,026 | 12/31/2023 |
Pine Valley Investments Ltd Liability Co | 13,611 | $1,025 | 12/31/2023 |
SCHM | 13,611 | $1,025 | 12/31/2023 |
National Asset Management Inc. | 13,586 | $1,023 | 12/31/2023 |
SCHM | 13,586 | $1,023 | 12/31/2023 |
Granite Bay Wealth Management LLC | 14,551 | $1,021 | 12/31/2023 |
SCHM | 14,551 | $1,021 | 12/31/2023 |
Great Waters Wealth Management | 13,890 | $1,018 | 12/31/2023 |
SCHM | 13,890 | $1,018 | 12/31/2023 |
FF Advisors LLC | 13,206 | $995 | 12/31/2023 |
SCHM | 13,206 | $995 | 12/31/2023 |
MCF Advisors LLC | 13,151 | $991 | 12/31/2023 |
SCHM | 13,151 | $991 | 12/31/2023 |
Summit Financial LLC | 13,136 | $989 | 12/31/2023 |
SCHM | 13,136 | $989 | 12/31/2023 |
Thoroughbred Financial Services LLC | 12,953 | $975 | 12/31/2023 |
SCHM | 12,953 | $975 | 12/31/2023 |
Rede Wealth LLC | 12,924 | $973 | 12/31/2023 |
SCHM | 12,924 | $973 | 12/31/2023 |
Kelman Lazarov Inc. | 12,872 | $970 | 12/31/2023 |
SCHM | 12,872 | $970 | 12/31/2023 |
Private Capital Management LLC | 12,875 | $970 | 12/31/2023 |
SCHM | 12,875 | $970 | 12/31/2023 |
Avantax Advisory Services Inc. | 12,869 | $969 | 12/31/2023 |
SCHM | 12,869 | $969 | 12/31/2023 |
Worth Asset Management LLC | 12,687 | $956 | 12/31/2023 |
SCHM | 12,687 | $956 | 12/31/2023 |
Bigelow Investment Advisors LLC | 12,683 | $955 | 12/31/2023 |
SCHM | 12,683 | $955 | 12/31/2023 |
Sawgrass Asset Management LLC | 12,667 | $954 | 12/31/2023 |
SCHM | 12,667 | $954 | 12/31/2023 |
WFA of San Diego LLC | 13,999 | $947 | 09/30/2023 |
SCHM | 13,999 | $947 | 09/30/2023 |
Csenge Advisory Group | 12,533 | $944 | 12/31/2023 |
SCHM | 12,533 | $944 | 12/31/2023 |
Adviser Investments LLC | 12,516 | $943 | 12/31/2023 |
SCHM | 12,516 | $943 | 12/31/2023 |
Atria Wealth Solutions Inc. | 12,515 | $943 | 12/31/2023 |
SCHM | 12,515 | $943 | 12/31/2023 |
Burns Matteson Capital Management LLC | 12,484 | $940 | 12/31/2023 |
SCHM | 12,484 | $940 | 12/31/2023 |
Per Stirling Capital Management LLC. | 12,429 | $936 | 12/31/2023 |
SCHM | 12,429 | $936 | 12/31/2023 |
Lindenwold Advisors | 12,385 | $933 | 12/31/2023 |
SCHM | 12,385 | $933 | 12/31/2023 |
GHP Investment Advisors Inc. | 12,354 | $931 | 12/31/2023 |
SCHM | 12,354 | $931 | 12/31/2023 |
J.W. Cole Advisors Inc. | 12,226 | $921 | 12/31/2023 |
SCHM | 12,226 | $921 | 12/31/2023 |
National Wealth Management Group LLC | 11,976 | $902 | 12/31/2023 |
SCHM | 11,976 | $902 | 12/31/2023 |
Cozad Asset Management Inc. | 11,913 | $897 | 12/31/2023 |
SCHM | 11,913 | $897 | 12/31/2023 |
Pacific Sun Financial Corp | 11,892 | $896 | 12/31/2023 |
SCHM | 11,892 | $896 | 12/31/2023 |
Motive Wealth Advisors | 11,834 | $891 | 12/31/2023 |
SCHM | 11,834 | $891 | 12/31/2023 |
Wealthcare Capital Management LLC | 11,800 | $889 | 12/31/2023 |
SCHM | 11,800 | $889 | 12/31/2023 |
Summit Financial Wealth Advisors LLC | 11,805 | $889 | 12/31/2023 |
SCHM | 11,805 | $889 | 12/31/2023 |
Simon Quick Advisors LLC | 11,634 | $876 | 12/31/2023 |
SCHM | 11,634 | $876 | 12/31/2023 |
AMG National Trust Bank | 11,550 | $870 | 12/31/2023 |
SCHM | 11,550 | $870 | 12/31/2023 |
Parallel Advisors LLC | 11,492 | $866 | 12/31/2023 |
SCHM | 11,492 | $866 | 12/31/2023 |
Diligent Investors LLC | 11,432 | $861 | 12/31/2023 |
SCHM | 11,432 | $861 | 12/31/2023 |
Fiduciary Trust Co. | 11,300 | $851 | 12/31/2023 |
SCHM | 11,300 | $851 | 12/31/2023 |
BlueChip Wealth Advisors LLC | 11,244 | $847 | 12/31/2023 |
SCHM | 11,244 | $847 | 12/31/2023 |
US Bancorp DE | 11,175 | $842 | 12/31/2023 |
SCHM | 11,175 | $842 | 12/31/2023 |
Nwam LLC | 11,014 | $830 | 12/31/2023 |
SCHM | 11,014 | $830 | 12/31/2023 |
Cornerstone Wealth Management LLC | 10,943 | $824 | 12/31/2023 |
SCHM | 10,943 | $824 | 12/31/2023 |
Onyx Bridge Wealth Group LLC | 10,587 | $797 | 12/31/2023 |
SCHM | 10,587 | $797 | 12/31/2023 |
Madison Wealth Partners Inc | 10,586 | $797 | 12/31/2023 |
SCHM | 10,586 | $797 | 12/31/2023 |
Alesco Advisors LLC | 10,500 | $791 | 12/31/2023 |
SCHM | 10,500 | $791 | 12/31/2023 |
Sachetta LLC | 10,507 | $791 | 12/31/2023 |
SCHM | 10,507 | $791 | 12/31/2023 |
Red Mountain Financial LLC | 10,415 | $784 | 12/31/2023 |
SCHM | 10,415 | $784 | 12/31/2023 |
Relyea Zuckerberg Hanson LLC | 10,399 | $783 | 12/31/2023 |
SCHM | 10,399 | $783 | 12/31/2023 |
Greenleaf Trust | 10,298 | $776 | 12/31/2023 |
SCHM | 10,298 | $776 | 12/31/2023 |
Pegasus Asset Management Inc. | 10,284 | $775 | 12/31/2023 |
SCHM | 10,284 | $775 | 12/31/2023 |
CAP Partners LLC | 10,203 | $768 | 12/31/2023 |
SCHM | 10,203 | $768 | 12/31/2023 |
Savvy Advisors Inc. | 10,149 | $764 | 12/31/2023 |
SCHM | 10,149 | $764 | 12/31/2023 |
SOL Capital Management CO | 10,064 | $758 | 12/31/2023 |
SCHM | 10,064 | $758 | 12/31/2023 |
Eudaimonia Partners LLC | 10,067 | $758 | 12/31/2023 |
SCHM | 10,067 | $758 | 12/31/2023 |
Sailer Financial LLC | 10,004 | $754 | 12/31/2023 |
SCHM | 10,004 | $754 | 12/31/2023 |
Values Added Financial LLC | 9,948 | $749 | 12/31/2023 |
SCHM | 9,948 | $749 | 12/31/2023 |
Whelan Financial | 9,935 | $748 | 12/31/2023 |
SCHM | 9,935 | $748 | 12/31/2023 |
Integrated Wealth Concepts LLC | 9,916 | $747 | 12/31/2023 |
SCHM | 9,916 | $747 | 12/31/2023 |
Alpha Cubed Investments LLC | 9,850 | $742 | 12/31/2023 |
SCHM | 9,850 | $742 | 12/31/2023 |
Cynosure Management LLC | 9,744 | $734 | 12/31/2023 |
SCHM | 9,744 | $734 | 12/31/2023 |
Paradigm Financial Partners LLC | 9,733 | $733 | 12/31/2023 |
SCHM | 9,733 | $733 | 12/31/2023 |
Princeton Global Asset Management LLC | 9,706 | $731 | 12/31/2023 |
SCHM | 9,706 | $731 | 12/31/2023 |
Retirement Planning Group | 9,606 | $724 | 12/31/2023 |
SCHM | 9,606 | $724 | 12/31/2023 |
Eley Financial Management Inc | 9,567 | $721 | 12/31/2023 |
SCHM | 9,567 | $721 | 12/31/2023 |
Long Island Wealth Management Inc. | 9,504 | $716 | 12/31/2023 |
SCHM | 9,504 | $716 | 12/31/2023 |
First Hawaiian Bank | 9,482 | $714 | 12/31/2023 |
SCHM | 9,482 | $714 | 12/31/2023 |
Raymond James Trust N.A. | 9,467 | $713 | 12/31/2023 |
SCHM | 9,467 | $713 | 12/31/2023 |
Level Four Advisory Services LLC | 9,467 | $713 | 12/31/2023 |
SCHM | 9,467 | $713 | 12/31/2023 |
SageView Advisory Group LLC | 9,343 | $705 | 12/31/2023 |
SCHM | 9,343 | $705 | 12/31/2023 |
Fort Point Capital Partners LLC | 9,327 | $703 | 12/31/2023 |
SCHM | 9,327 | $703 | 12/31/2023 |
Wilson & Boucher Capital Management LLC | 9,330 | $703 | 12/31/2023 |
SCHM | 9,330 | $703 | 12/31/2023 |
Parkside Financial Bank & Trust | 9,247 | $696 | 12/31/2023 |
SCHM | 9,247 | $696 | 12/31/2023 |
Planning Alternatives Ltd. ADV | 9,229 | $695 | 12/31/2023 |
SCHM | 9,229 | $695 | 12/31/2023 |
Holderness Investments Co. | 9,230 | $695 | 12/31/2023 |
SCHM | 9,230 | $695 | 12/31/2023 |
Armstrong Advisory Group Inc. | 9,229 | $695 | 12/31/2023 |
SCHM | 9,229 | $695 | 12/31/2023 |
Stratos Wealth Advisors LLC | 9,174 | $691 | 12/31/2023 |
SCHM | 9,174 | $691 | 12/31/2023 |
Calamos Advisors LLC | 9,009 | $679 | 12/31/2023 |
SCHM | 9,009 | $679 | 12/31/2023 |
Harfst & Associates Inc. | 9,003 | $678 | 12/31/2023 |
SCHM | 9,003 | $678 | 12/31/2023 |
Kovitz Investment Group Partners LLC | 9,007 | $678 | 12/31/2023 |
SCHM | 9,007 | $678 | 12/31/2023 |
Pegasus Partners Ltd. | 8,980 | $676 | 12/31/2023 |
SCHM | 8,980 | $676 | 12/31/2023 |
Fortitude Advisory Group L.L.C. | 8,938 | $673 | 12/31/2023 |
SCHM | 8,938 | $673 | 12/31/2023 |
Orion Portfolio Solutions LLC | 8,988 | $670 | 12/31/2023 |
SCHM | 8,988 | $670 | 12/31/2023 |
Brighton Jones LLC | 8,824 | $665 | 12/31/2023 |
SCHM | 8,824 | $665 | 12/31/2023 |
Townsend Asset Management Corp NC ADV | 8,783 | $662 | 12/31/2023 |
SCHM | 8,783 | $662 | 12/31/2023 |
FCA Corp TX | 8,745 | $659 | 12/31/2023 |
SCHM | 8,745 | $659 | 12/31/2023 |
Principal Securities Inc. | 8,675 | $653 | 12/31/2023 |
SCHM | 8,675 | $653 | 12/31/2023 |
Continuum Wealth Advisors LLC | 8,603 | $648 | 12/31/2023 |
SCHM | 8,603 | $648 | 12/31/2023 |
Joule Financial LLC | 8,569 | $645 | 12/31/2023 |
SCHM | 8,569 | $645 | 12/31/2023 |
FineMark National Bank & Trust | 8,556 | $644 | 12/31/2023 |
SCHM | 8,556 | $644 | 12/31/2023 |
Cooksen Wealth LLC | 8,543 | $643 | 12/31/2023 |
SCHM | 8,543 | $643 | 12/31/2023 |
Modus Advisors LLC | 8,520 | $642 | 12/31/2023 |
SCHM | 8,520 | $642 | 12/31/2023 |
Colony Group LLC | 8,424 | $634 | 12/31/2023 |
SCHM | 8,424 | $634 | 12/31/2023 |
TrueWealth Advisors LLC | 8,404 | $633 | 12/31/2023 |
SCHM | 8,404 | $633 | 12/31/2023 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,348 | $629 | 12/31/2023 |
SCHM | 8,348 | $629 | 12/31/2023 |
UMB Bank N A MO | 8,341 | $628 | 12/31/2023 |
SCHM | 8,341 | $628 | 12/31/2023 |
Archetype Wealth Partners LLC | 8,335 | $628 | 12/31/2023 |
SCHM | 8,335 | $628 | 12/31/2023 |
YHB Investment Advisors Inc. | 8,314 | $626 | 12/31/2023 |
SCHM | 8,314 | $626 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 8,266 | $623 | 12/31/2023 |
SCHM | 8,266 | $623 | 12/31/2023 |
Private Trust Co. NA | 8,194 | $617 | 12/31/2023 |
SCHM | 8,194 | $617 | 12/31/2023 |
Cooper Haims Advisors LLC | 8,187 | $617 | 12/31/2023 |
SCHM | 8,187 | $617 | 12/31/2023 |
Columbus Macro LLC | 8,124 | $612 | 12/31/2023 |
SCHM | 8,124 | $612 | 12/31/2023 |
Synovus Financial Corp | 8,073 | $609 | 12/31/2023 |
SCHM | 8,073 | $609 | 12/31/2023 |
Selective Wealth Management Inc. | 8,222 | $602 | 12/31/2023 |
SCHM | 8,222 | $602 | 12/31/2023 |
Sage Investment Advisers LLC | 7,820 | $589 | 12/31/2023 |
SCHM | 7,820 | $589 | 12/31/2023 |
Colony Group LLC | 8,655 | $586 | 09/30/2023 |
SCHM | 8,655 | $586 | 09/30/2023 |
Brown Advisory Inc. | 7,750 | $584 | 12/31/2023 |
SCHM | 7,750 | $584 | 12/31/2023 |
LifePlan Financial LLC | 7,722 | $582 | 12/31/2023 |
SCHM | 7,722 | $582 | 12/31/2023 |
Evermay Wealth Management LLC | 7,718 | $581 | 12/31/2023 |
SCHM | 7,718 | $581 | 12/31/2023 |
Ruggaard & Associates LLC | 7,717 | $581 | 12/31/2023 |
SCHM | 7,717 | $581 | 12/31/2023 |
Boyer & Corporon Wealth Management LLC | 7,702 | $580 | 12/31/2023 |
SCHM | 7,702 | $580 | 12/31/2023 |
Delta Financial Group Inc. | 7,700 | $580 | 12/31/2023 |
SCHM | 7,700 | $580 | 12/31/2023 |
MADDEN SECURITIES Corp | 7,650 | $576 | 12/31/2023 |
SCHM | 7,650 | $576 | 12/31/2023 |
Aspen Investment Management Inc | 7,594 | $572 | 12/31/2023 |
SCHM | 7,594 | $572 | 12/31/2023 |
Almanack Investment Partners LLC. | 7,531 | $567 | 12/31/2023 |
SCHM | 7,531 | $567 | 12/31/2023 |
Leverty Financial Group LLC | 7,491 | $564 | 12/31/2023 |
SCHM | 7,491 | $564 | 12/31/2023 |
Flow Traders U.S. LLC | 7,432 | $560 | 12/31/2023 |
SCHM | 7,432 | $560 | 12/31/2023 |
Vicus Capital | 7,242 | $545 | 12/31/2023 |
SCHM | 7,242 | $545 | 12/31/2023 |
CVA Family Office LLC | 7,214 | $543 | 12/31/2023 |
SCHM | 7,214 | $543 | 12/31/2023 |
Grimes & Company Inc. | 7,073 | $533 | 12/31/2023 |
SCHM | 7,073 | $533 | 12/31/2023 |
CIBC Private Wealth Group LLC | 7,045 | $531 | 12/31/2023 |
SCHM | 7,045 | $531 | 12/31/2023 |
Pinkerton Retirement Specialists LLC | 7,036 | $530 | 12/31/2023 |
SCHM | 7,036 | $530 | 12/31/2023 |
Wedmont Private Capital | 7,102 | $529 | 12/31/2023 |
SCHM | 7,102 | $529 | 12/31/2023 |
Old Port Advisors | 7,655 | $518 | 09/30/2023 |
SCHM | 7,655 | $518 | 09/30/2023 |
Oakwell Private Wealth Management LLC | 6,801 | $512 | 12/31/2023 |
SCHM | 6,801 | $512 | 12/31/2023 |
Creegan & Nassoura Financial Group LLC | 6,780 | $511 | 12/31/2023 |
SCHM | 6,780 | $511 | 12/31/2023 |
Hill Island Financial LLC | 6,778 | $511 | 12/31/2023 |
SCHM | 6,778 | $511 | 12/31/2023 |
Garrison Asset Management LLC | 6,668 | $502 | 12/31/2023 |
SCHM | 6,668 | $502 | 12/31/2023 |
Hendershot Investments Inc. | 6,658 | $501 | 12/31/2023 |
SCHM | 6,658 | $501 | 12/31/2023 |
Stordahl Capital Management Inc. | 6,603 | $497 | 12/31/2023 |
SCHM | 6,603 | $497 | 12/31/2023 |
Warren Street Wealth Advisors LLC | 6,570 | $495 | 12/31/2023 |
SCHM | 6,570 | $495 | 12/31/2023 |
Aurora Private Wealth Inc. | 6,553 | $494 | 12/31/2023 |
SCHM | 6,553 | $494 | 12/31/2023 |
Front Row Advisors LLC | 6,487 | $489 | 12/31/2023 |
SCHM | 6,487 | $489 | 12/31/2023 |
Twele Capital Management Inc. | 6,410 | $483 | 12/31/2023 |
SCHM | 6,410 | $483 | 12/31/2023 |
Asset Planning Services Inc. LA ADV | 6,397 | $482 | 12/31/2023 |
SCHM | 6,397 | $482 | 12/31/2023 |
Comerica Bank | 6,320 | $476 | 12/31/2023 |
SCHM | 6,320 | $476 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,287 | $474 | 12/31/2023 |
SCHM | 6,287 | $474 | 12/31/2023 |
Leeward Financial Partners LLC | 6,277 | $473 | 12/31/2023 |
SCHM | 6,277 | $473 | 12/31/2023 |
Regal Investment Advisors LLC | 6,204 | $467 | 12/31/2023 |
SCHM | 6,204 | $467 | 12/31/2023 |
Well Done LLC | 6,200 | $467 | 12/31/2023 |
SCHM | 6,200 | $467 | 12/31/2023 |
Haverford Trust Co. | 6,180 | $465 | 12/31/2023 |
SCHM | 6,180 | $465 | 12/31/2023 |
Mitchell Capital Management Co. | 6,161 | $464 | 12/31/2023 |
SCHM | 6,161 | $464 | 12/31/2023 |
MBE Wealth Management LLC | 6,093 | $459 | 12/31/2023 |
SCHM | 6,093 | $459 | 12/31/2023 |
Curtis Advisory Group LLC | 6,022 | $454 | 12/31/2023 |
SCHM | 6,022 | $454 | 12/31/2023 |
Financial Counselors Inc. | 5,980 | $450 | 12/31/2023 |
SCHM | 5,980 | $450 | 12/31/2023 |
Brogan Financial Inc. | 5,970 | $450 | 12/31/2023 |
SCHM | 5,970 | $450 | 12/31/2023 |
Pachira Investments Inc. | 5,919 | $446 | 12/31/2023 |
SCHM | 5,919 | $446 | 12/31/2023 |
Comerica Securities Inc. | 6,558 | $444 | 09/30/2023 |
SCHM | 6,558 | $444 | 09/30/2023 |
Reitz Capital Advisors LLC | 5,817 | $438 | 12/31/2023 |
SCHM | 5,817 | $438 | 12/31/2023 |
Buckingham Strategic Partners | 5,820 | $438 | 12/31/2023 |
SCHM | 5,820 | $438 | 12/31/2023 |
Castle Wealth Management LLC | 5,796 | $437 | 12/31/2023 |
SCHM | 5,796 | $437 | 12/31/2023 |
Johnson Financial Group Inc. | 5,795 | $436 | 12/31/2023 |
SCHM | 5,795 | $436 | 12/31/2023 |
Continental Investors Services Inc. | 5,770 | $435 | 12/31/2023 |
SCHM | 5,770 | $435 | 12/31/2023 |
Independent Advisor Alliance | 5,712 | $430 | 12/31/2023 |
SCHM | 5,712 | $430 | 12/31/2023 |
Heritage Trust Co | 5,700 | $429 | 12/31/2023 |
SCHM | 5,700 | $429 | 12/31/2023 |
CAPROCK Group Inc. | 5,667 | $427 | 12/31/2023 |
SCHM | 5,667 | $427 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 5,597 | $422 | 12/31/2023 |
SCHM | 5,597 | $422 | 12/31/2023 |
Aspire Capital Advisors LLC | 5,427 | $409 | 12/31/2023 |
SCHM | 5,427 | $409 | 12/31/2023 |
D. B. Root & Company LLC | 5,396 | $406 | 12/31/2023 |
SCHM | 5,396 | $406 | 12/31/2023 |
Hamilton Capital LLC | 5,366 | $404 | 12/31/2023 |
SCHM | 5,366 | $404 | 12/31/2023 |
EWA LLC | 5,390 | $404 | 12/31/2023 |
SCHM | 5,390 | $404 | 12/31/2023 |
Tilia Fiduciary Partners Inc. | 5,356 | $403 | 12/31/2023 |
SCHM | 5,356 | $403 | 12/31/2023 |
M&T Bank Corp | 5,287 | $398 | 12/31/2023 |
SCHM | 5,287 | $398 | 12/31/2023 |
Bouchey Financial Group Ltd | 5,248 | $395 | 12/31/2023 |
SCHM | 5,248 | $395 | 12/31/2023 |
Argent Capital Management LLC | 5,234 | $394 | 12/31/2023 |
SCHM | 5,234 | $394 | 12/31/2023 |
Triton Wealth Management PLLC | 5,388 | $394 | 12/31/2023 |
SCHM | 5,388 | $394 | 12/31/2023 |
Kestra Private Wealth Services LLC | 5,170 | $389 | 12/31/2023 |
SCHM | 5,170 | $389 | 12/31/2023 |
Patriot Financial Group Insurance Agency LLC | 5,163 | $389 | 12/31/2023 |
SCHM | 5,163 | $389 | 12/31/2023 |
Country Club Bank GFN | 5,076 | $386 | 12/31/2023 |
SCHM | 5,076 | $386 | 12/31/2023 |
White Knight Strategic Wealth Advisors LLC | 5,112 | $385 | 12/31/2023 |
SCHM | 5,112 | $385 | 12/31/2023 |
Blair William & Co. IL | 5,072 | $382 | 12/31/2023 |
SCHM | 5,072 | $382 | 12/31/2023 |
Mendel Capital Management LLC | 5,059 | $381 | 12/31/2023 |
SCHM | 5,059 | $381 | 12/31/2023 |
Cullen Frost Bankers Inc. | 5,033 | $379 | 12/31/2023 |
SCHM | 5,033 | $379 | 12/31/2023 |
Praetorian Wealth Management Inc. | 5,032 | $379 | 12/31/2023 |
SCHM | 5,032 | $379 | 12/31/2023 |
Acropolis Investment Management LLC | 4,999 | $377 | 12/31/2023 |
SCHM | 4,999 | $377 | 12/31/2023 |
Options Solutions LLC | 5,000 | $377 | 12/31/2023 |
SCHM | 5,000 | $377 | 12/31/2023 |
Williams Financial LLC | 5,002 | $377 | 12/31/2023 |
SCHM | 5,002 | $377 | 12/31/2023 |
Sigma Planning Corp | 4,989 | $376 | 12/31/2023 |
SCHM | 4,989 | $376 | 12/31/2023 |
Rock Point Advisors LLC | 4,970 | $374 | 12/31/2023 |
SCHM | 4,970 | $374 | 12/31/2023 |
West Paces Advisors Inc. | 4,900 | $369 | 12/31/2023 |
SCHM | 4,900 | $369 | 12/31/2023 |
Plancorp LLC | 4,844 | $365 | 12/31/2023 |
SCHM | 4,844 | $365 | 12/31/2023 |
Greenwood Gearhart Inc. | 4,822 | $363 | 12/31/2023 |
SCHM | 4,822 | $363 | 12/31/2023 |
Peak Asset Management LLC | 4,785 | $360 | 12/31/2023 |
SCHM | 4,785 | $360 | 12/31/2023 |
PFG Investments LLC | 4,764 | $359 | 12/31/2023 |
SCHM | 4,764 | $359 | 12/31/2023 |
Patton Albertson Miller Group LLC | 4,721 | $356 | 12/31/2023 |
SCHM | 4,721 | $356 | 12/31/2023 |
Watershed Private Wealth LLC | 4,644 | $350 | 12/31/2023 |
SCHM | 4,644 | $350 | 12/31/2023 |
Marietta Investment Partners LLC | 4,620 | $348 | 12/31/2023 |
SCHM | 4,620 | $348 | 12/31/2023 |
NBT Bank N A NY | 4,588 | $346 | 12/31/2023 |
SCHM | 4,588 | $346 | 12/31/2023 |
Guardian Wealth Advisors LLC | 4,575 | $345 | 12/31/2023 |
SCHM | 4,575 | $345 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 4,568 | $344 | 12/31/2023 |
SCHM | 4,568 | $344 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 4,553 | $343 | 12/31/2023 |
SCHM | 4,553 | $343 | 12/31/2023 |
MeadowBrook Investment Advisors LLC | 4,548 | $343 | 12/31/2023 |
SCHM | 4,548 | $343 | 12/31/2023 |
Prospera Financial Services Inc | 4,540 | $342 | 12/31/2023 |
SCHM | 4,540 | $342 | 12/31/2023 |
Mirador Capital Partners LP | 4,538 | $342 | 12/31/2023 |
SCHM | 4,538 | $342 | 12/31/2023 |
International Assets Investment Management LLC | 4,519 | $340 | 12/31/2023 |
SCHM | 4,519 | $340 | 12/31/2023 |
Simplicity Wealth LLC | 4,495 | $339 | 12/31/2023 |
SCHM | 4,495 | $339 | 12/31/2023 |
Empower Advisory Group LLC | 4,507 | $339 | 12/31/2023 |
SCHM | 4,507 | $339 | 12/31/2023 |
Appleton Partners Inc. MA | 4,488 | $338 | 12/31/2023 |
SCHM | 4,488 | $338 | 12/31/2023 |
Fingerlakes Wealth Management Inc. | 4,484 | $338 | 12/31/2023 |
SCHM | 4,484 | $338 | 12/31/2023 |
RBA Wealth Management LLC | 4,462 | $336 | 12/31/2023 |
SCHM | 4,462 | $336 | 12/31/2023 |
Visionary Wealth Advisors | 4,450 | $335 | 12/31/2023 |
SCHM | 4,450 | $335 | 12/31/2023 |
Frank Rimerman Advisors LLC | 4,378 | $330 | 12/31/2023 |
SCHM | 4,378 | $330 | 12/31/2023 |
Pathstone Family Office LLC | 4,860 | $329 | 09/30/2023 |
SCHM | 4,860 | $329 | 09/30/2023 |
STA Wealth Management LLC | 4,359 | $328 | 12/31/2023 |
SCHM | 4,359 | $328 | 12/31/2023 |
Prestige Wealth Management Group LLC | 4,359 | $328 | 12/31/2023 |
SCHM | 4,359 | $328 | 12/31/2023 |
Mitchell Sinkler & Starr PA | 4,335 | $327 | 12/31/2023 |
SCHM | 4,335 | $327 | 12/31/2023 |
Harbour Capital Advisors LLC | 4,431 | $325 | 12/31/2023 |
SCHM | 4,431 | $325 | 12/31/2023 |
AdvisorNet Financial Inc | 4,305 | $324 | 12/31/2023 |
SCHM | 4,305 | $324 | 12/31/2023 |
Lederer & Associates Investment Counsel CA | 4,251 | $320 | 12/31/2023 |
SCHM | 4,251 | $320 | 12/31/2023 |
Fortune Financial Advisors LLC | 4,254 | $320 | 12/31/2023 |
SCHM | 4,254 | $320 | 12/31/2023 |
Telemus Capital LLC | 4,214 | $317 | 12/31/2023 |
SCHM | 4,214 | $317 | 12/31/2023 |
Huntington National Bank | 4,197 | $316 | 12/31/2023 |
SCHM | 4,197 | $316 | 12/31/2023 |
Busey Wealth Management | 4,145 | $312 | 12/31/2023 |
SCHM | 4,145 | $312 | 12/31/2023 |
Stockman Wealth Management Inc. | 4,121 | $310 | 12/31/2023 |
SCHM | 4,121 | $310 | 12/31/2023 |
Firestone Capital Management | 4,117 | $310 | 12/31/2023 |
SCHM | 4,117 | $310 | 12/31/2023 |
Heirloom Wealth Management | 4,112 | $310 | 12/31/2023 |
SCHM | 4,112 | $310 | 12/31/2023 |
Headinvest LLC | 4,070 | $307 | 12/31/2023 |
SCHM | 4,070 | $307 | 12/31/2023 |
Capital Investment Advisory Services LLC | 4,055 | $305 | 12/31/2023 |
SCHM | 4,055 | $305 | 12/31/2023 |
Pinnacle Bank | 4,047 | $305 | 12/31/2023 |
SCHM | 4,047 | $305 | 12/31/2023 |
Harbour Investment Management LLC | 4,040 | $304 | 12/31/2023 |
SCHM | 4,040 | $304 | 12/31/2023 |
BIP Wealth LLC | 4,036 | $304 | 12/31/2023 |
SCHM | 4,036 | $304 | 12/31/2023 |
Keystone Wealth Services LLC | 4,037 | $304 | 12/31/2023 |
SCHM | 4,037 | $304 | 12/31/2023 |
Tenret Co LLC | 4,002 | $301 | 12/31/2023 |
SCHM | 4,002 | $301 | 12/31/2023 |
Albion Financial Group UT | 3,987 | $300 | 12/31/2023 |
SCHM | 3,987 | $300 | 12/31/2023 |
Total Wealth Planning LLC | 3,964 | $299 | 12/31/2023 |
SCHM | 3,964 | $299 | 12/31/2023 |
JustInvest LLC | 3,962 | $298 | 12/31/2023 |
SCHM | 3,962 | $298 | 12/31/2023 |
Armbruster Capital Management Inc. | 3,940 | $297 | 12/31/2023 |
SCHM | 3,940 | $297 | 12/31/2023 |
American Trust | 3,941 | $297 | 12/31/2023 |
SCHM | 3,941 | $297 | 12/31/2023 |
Penobscot Investment Management Company Inc. | 3,880 | $292 | 12/31/2023 |
SCHM | 3,880 | $292 | 12/31/2023 |
Raub Brock Capital Management LP | 3,876 | $292 | 12/31/2023 |
SCHM | 3,876 | $292 | 12/31/2023 |
Regions Financial Corp | 3,834 | $289 | 12/31/2023 |
SCHM | 3,834 | $289 | 12/31/2023 |
FinDec Wealth Services Inc. | 3,835 | $289 | 12/31/2023 |
SCHM | 3,835 | $289 | 12/31/2023 |
Goldstein Advisors LLC | 3,833 | $289 | 12/31/2023 |
SCHM | 3,833 | $289 | 12/31/2023 |
Kaizen Financial Strategies | 3,821 | $288 | 12/31/2023 |
SCHM | 3,821 | $288 | 12/31/2023 |
West Coast Financial LLC | 3,800 | $286 | 12/31/2023 |
SCHM | 3,800 | $286 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 3,769 | $284 | 12/31/2023 |
SCHM | 3,769 | $284 | 12/31/2023 |
Strategic Investment Solutions Inc. IL | 3,753 | $283 | 12/31/2023 |
SCHM | 3,753 | $283 | 12/31/2023 |
Resurgent Financial Advisors LLC | 3,750 | $282 | 12/31/2023 |
SCHM | 3,750 | $282 | 12/31/2023 |
Bank of New York Mellon Corp | 3,696 | $278 | 12/31/2023 |
SCHM | 3,696 | $278 | 12/31/2023 |
RFG Advisory LLC | 3,655 | $275 | 12/31/2023 |
SCHM | 3,655 | $275 | 12/31/2023 |
Verdence Capital Advisors LLC | 3,625 | $273 | 12/31/2023 |
SCHM | 3,625 | $273 | 12/31/2023 |
Lowell Blake & Associates Inc. | 4,001 | $271 | 09/30/2023 |
SCHM | 4,001 | $271 | 09/30/2023 |
Unique Wealth LLC | 3,578 | $269 | 12/31/2023 |
SCHM | 3,578 | $269 | 12/31/2023 |
Zacks Investment Management | 3,530 | $266 | 12/31/2023 |
SCHM | 3,530 | $266 | 12/31/2023 |
Clarity Capital Advisors LLC | 3,447 | $260 | 12/31/2023 |
SCHM | 3,447 | $260 | 12/31/2023 |
Ascension Capital Advisors Inc. | 3,443 | $259 | 12/31/2023 |
SCHM | 3,443 | $259 | 12/31/2023 |
Sandy Spring Bank | 3,431 | $258 | 12/31/2023 |
SCHM | 3,431 | $258 | 12/31/2023 |
Capital Advisors Ltd. LLC | 3,420 | $258 | 12/31/2023 |
SCHM | 3,420 | $258 | 12/31/2023 |
Palisade Asset Management LLC | 3,404 | $256 | 12/31/2023 |
SCHM | 3,404 | $256 | 12/31/2023 |
WoodTrust Financial Corp | 3,380 | $255 | 12/31/2023 |
SCHM | 3,380 | $255 | 12/31/2023 |
Optimum Investment Advisors | 3,356 | $253 | 12/31/2023 |
SCHM | 3,356 | $253 | 12/31/2023 |
Ancora Advisors LLC | 3,348 | $252 | 12/31/2023 |
SCHM | 3,348 | $252 | 12/31/2023 |
Mission Creek Capital Partners Inc. | 3,338 | $251 | 12/31/2023 |
SCHM | 3,338 | $251 | 12/31/2023 |
MY Purposeful Wealth CORP. | 3,314 | $250 | 12/31/2023 |
SCHM | 3,314 | $250 | 12/31/2023 |
Holistic Planning LLC | 3,317 | $250 | 12/31/2023 |
SCHM | 3,317 | $250 | 12/31/2023 |
National Bank of Canada FI | 3,505 | $248 | 12/31/2023 |
SCHM | 3,505 | $248 | 12/31/2023 |
Ledge Wealth Management Inc. | 3,286 | $248 | 12/31/2023 |
SCHM | 3,286 | $248 | 12/31/2023 |
Gainplan LLC | 3,275 | $247 | 12/31/2023 |
SCHM | 3,275 | $247 | 12/31/2023 |
OLD National Bancorp IN | 3,171 | $239 | 12/31/2023 |
SCHM | 3,171 | $239 | 12/31/2023 |
Betterment LLC | 3,128 | $236 | 12/31/2023 |
SCHM | 3,128 | $236 | 12/31/2023 |
Centaurus Financial Inc. | 3,122 | $235 | 12/31/2023 |
SCHM | 3,122 | $235 | 12/31/2023 |
Apeiron RIA LLC | 3,108 | $234 | 12/31/2023 |
SCHM | 3,108 | $234 | 12/31/2023 |
Clifford Swan Investment Counsel LLC | 3,097 | $233 | 12/31/2023 |
SCHM | 3,097 | $233 | 12/31/2023 |
AWM Capital LLC | 3,084 | $232 | 12/31/2023 |
SCHM | 3,084 | $232 | 12/31/2023 |
TrinityPoint Wealth LLC | 3,048 | $230 | 12/31/2023 |
SCHM | 3,048 | $230 | 12/31/2023 |
Smart Portfolios LLC | 3,070 | $229 | 12/31/2023 |
SCHM | 3,070 | $229 | 12/31/2023 |
Gray Wealth Management Inc. | 3,035 | $229 | 12/31/2023 |
SCHM | 3,035 | $229 | 12/31/2023 |
First National Bank of Mount Dora Trust Investment Services | 3,000 | $226 | 12/31/2023 |
SCHM | 3,000 | $226 | 12/31/2023 |
Hengehold Capital Management LLC | 2,967 | $223 | 12/31/2023 |
SCHM | 2,967 | $223 | 12/31/2023 |
Anderson Fisher LLC | 2,936 | $221 | 12/31/2023 |
SCHM | 2,936 | $221 | 12/31/2023 |
Bank of Montreal Can | 2,895 | $220 | 12/31/2023 |
SCHM | 2,895 | $220 | 12/31/2023 |
Thrive Wealth Management LLC | 2,871 | $216 | 12/31/2023 |
SCHM | 2,871 | $216 | 12/31/2023 |
Revisor Wealth Management LLC | 2,861 | $215 | 12/31/2023 |
SCHM | 2,861 | $215 | 12/31/2023 |
Hartline Investment Corp | 2,839 | $214 | 12/31/2023 |
SCHM | 2,839 | $214 | 12/31/2023 |
Townsquare Capital LLC | 2,835 | $214 | 12/31/2023 |
SCHM | 2,835 | $214 | 12/31/2023 |
Ballast Advisors LLC | 2,833 | $213 | 12/31/2023 |
SCHM | 2,833 | $213 | 12/31/2023 |
BKD Wealth Advisors LLC | 2,807 | $211 | 12/31/2023 |
SCHM | 2,807 | $211 | 12/31/2023 |
Liberty Capital Management Inc. | 2,800 | $211 | 12/31/2023 |
SCHM | 2,800 | $211 | 12/31/2023 |
Walkner Condon Financial Advisors LLC | 2,774 | $209 | 12/31/2023 |
SCHM | 2,774 | $209 | 12/31/2023 |
American Financial Advisors LLC | 2,757 | $208 | 12/31/2023 |
SCHM | 2,757 | $208 | 12/31/2023 |
First Citizens Bank & Trust Co. | 2,744 | $207 | 12/31/2023 |
SCHM | 2,744 | $207 | 12/31/2023 |
Three Bridge Wealth Advisors LLC | 2,748 | $207 | 12/31/2023 |
SCHM | 2,748 | $207 | 12/31/2023 |
Wall Street Access Asset Management LLC | 2,725 | $205 | 12/31/2023 |
SCHM | 2,725 | $205 | 12/31/2023 |
Waterloo Capital L.P. | 2,707 | $204 | 12/31/2023 |
SCHM | 2,707 | $204 | 12/31/2023 |
Next Capital Management LLC | 2,694 | $203 | 12/31/2023 |
SCHM | 2,694 | $203 | 12/31/2023 |
Shaker Investments LLC OH | 2,683 | $202 | 12/31/2023 |
SCHM | 2,683 | $202 | 12/31/2023 |
Beacon Financial Group | 2,678 | $202 | 12/31/2023 |
SCHM | 2,678 | $202 | 12/31/2023 |
Aptus Capital Advisors LLC | 2,673 | $201 | 12/31/2023 |
SCHM | 2,673 | $201 | 12/31/2023 |
Financial Management Network Inc. | 2,734 | $201 | 12/31/2023 |
SCHM | 2,734 | $201 | 12/31/2023 |
Valtinson Bruner Financial Planning LLC | 2,657 | $200 | 12/31/2023 |
SCHM | 2,657 | $200 | 12/31/2023 |
Family Management Corp | 2,632 | $198 | 12/31/2023 |
SCHM | 2,632 | $198 | 12/31/2023 |
Rockbridge Investment Management LCC | 2,522 | $190 | 12/31/2023 |
SCHM | 2,522 | $190 | 12/31/2023 |
Tower Research Capital LLC TRC | 2,508 | $189 | 12/31/2023 |
SCHM | 2,508 | $189 | 12/31/2023 |
SOA Wealth Advisors LLC. | 2,447 | $184 | 12/31/2023 |
SCHM | 2,447 | $184 | 12/31/2023 |
DecisionPoint Financial LLC | 2,435 | $183 | 12/31/2023 |
SCHM | 2,435 | $183 | 12/31/2023 |
Farther Finance Advisors LLC | 2,362 | $178 | 12/31/2023 |
SCHM | 2,362 | $178 | 12/31/2023 |
Avion Wealth | 2,347 | $177 | 12/31/2023 |
SCHM | 2,347 | $177 | 12/31/2023 |
Montag A & Associates Inc. | 2,214 | $167 | 12/31/2023 |
SCHM | 2,214 | $167 | 12/31/2023 |
Morris Financial Concepts Inc. | 2,204 | $166 | 12/31/2023 |
SCHM | 2,204 | $166 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 2,070 | $156 | 12/31/2023 |
SCHM | 2,070 | $156 | 12/31/2023 |
Pflug Koory LLC | 1,904 | $143 | 12/31/2023 |
SCHM | 1,904 | $143 | 12/31/2023 |
Duncker Streett & Co. Inc. | 1,809 | $136 | 12/31/2023 |
SCHM | 1,809 | $136 | 12/31/2023 |
Ritter Daniher Financial Advisory LLC DE | 1,753 | $132 | 12/31/2023 |
SCHM | 1,753 | $132 | 12/31/2023 |
NWK Group Inc. | 1,743 | $131 | 12/31/2023 |
SCHM | 1,743 | $131 | 12/31/2023 |
Bank of New Hampshire | 1,705 | $128 | 12/31/2023 |
SCHM | 1,705 | $128 | 12/31/2023 |
Davis Capital Management | 1,666 | $125 | 12/31/2023 |
SCHM | 1,666 | $125 | 12/31/2023 |
Thompson Siegel & Walmsley LLC | 1,651 | $124 | 12/31/2023 |
SCHM | 1,651 | $124 | 12/31/2023 |
Gradient Investments LLC | 1,606 | $121 | 12/31/2023 |
SCHM | 1,606 | $121 | 12/31/2023 |
Robbins Farley LLC | 1,610 | $121 | 12/31/2023 |
SCHM | 1,610 | $121 | 12/31/2023 |
Key Financial Inc | 1,548 | $117 | 12/31/2023 |
SCHM | 1,548 | $117 | 12/31/2023 |
Assetmark Inc. | 1,546 | $116 | 12/31/2023 |
SCHM | 1,546 | $116 | 12/31/2023 |
Fairman Group LLC | 1,527 | $115 | 12/31/2023 |
SCHM | 1,527 | $115 | 12/31/2023 |
Evolution Advisers Inc. | 1,397 | $105 | 12/31/2023 |
SCHM | 1,397 | $105 | 12/31/2023 |
Signaturefd LLC | 1,364 | $103 | 12/31/2023 |
SCHM | 1,364 | $103 | 12/31/2023 |
FinTrust Capital Advisors LLC | 1,335 | $101 | 12/31/2023 |
SCHM | 1,335 | $101 | 12/31/2023 |
ORG Partners LLC | 1,290 | $97 | 12/31/2023 |
SCHM | 1,290 | $97 | 12/31/2023 |
First Community Trust NA | 1,275 | $96 | 12/31/2023 |
SCHM | 1,275 | $96 | 12/31/2023 |
Oakworth Capital Inc. | 1,211 | $91 | 12/31/2023 |
SCHM | 1,211 | $91 | 12/31/2023 |
Biltmore Family Office LLC | 1,201 | $90 | 12/31/2023 |
SCHM | 1,201 | $90 | 12/31/2023 |
Benjamin Edwards Inc. | 1,153 | $87 | 12/31/2023 |
SCHM | 1,153 | $87 | 12/31/2023 |
Investors Research Corp | 1,108 | $83 | 12/31/2023 |
SCHM | 1,108 | $83 | 12/31/2023 |
BOKF NA | 1,094 | $82 | 12/31/2023 |
SCHM | 1,094 | $82 | 12/31/2023 |
Operose Advisors LLC | 1,071 | $81 | 12/31/2023 |
SCHM | 1,071 | $81 | 12/31/2023 |
Oak Harbor Wealth Partners LLC | 1,036 | $78 | 12/31/2023 |
SCHM | 1,036 | $78 | 12/31/2023 |
Payden & Rygel Investment Group | 1,130 | $77 | 09/30/2023 |
SCHM | 1,130 | $77 | 09/30/2023 |
Grove Bank & Trust | 1,010 | $76 | 12/31/2023 |
SCHM | 1,010 | $76 | 12/31/2023 |
Coston McIsaac & Partners | 1,020 | $76 | 12/31/2023 |
SCHM | 1,020 | $76 | 12/31/2023 |
Asset Dedication LLC | 963 | $72 | 12/31/2023 |
SCHM | 963 | $72 | 12/31/2023 |
Morton Brown Family Wealth LLC | 960 | $72 | 12/31/2023 |
SCHM | 960 | $72 | 12/31/2023 |
Ronald Blue Trust Inc. | 938 | $71 | 12/31/2023 |
SCHM | 938 | $71 | 12/31/2023 |
Impact Partnership Wealth LLC | 928 | $70 | 12/31/2023 |
SCHM | 928 | $70 | 12/31/2023 |
Retirement Group LLC | 918 | $69 | 12/31/2023 |
SCHM | 918 | $69 | 12/31/2023 |
Addison Advisors LLC | 894 | $67 | 12/31/2023 |
SCHM | 894 | $67 | 12/31/2023 |
Macroview Investment Management LLC | 876 | $66 | 12/31/2023 |
SCHM | 876 | $66 | 12/31/2023 |
Castleview Partners LLC | 846 | $64 | 12/31/2023 |
SCHM | 846 | $64 | 12/31/2023 |
Stephens Consulting LLC | 843 | $63 | 12/31/2023 |
SCHM | 843 | $63 | 12/31/2023 |
Motco | 800 | $60 | 12/31/2023 |
SCHM | 800 | $60 | 12/31/2023 |
Glassman Wealth Services | 803 | $60 | 12/31/2023 |
SCHM | 803 | $60 | 12/31/2023 |
Hoese & Co LLP | 800 | $56 | 12/31/2023 |
SCHM | 800 | $56 | 12/31/2023 |
Advanced Asset Management Advisors Inc | 732 | $55 | 12/31/2023 |
SCHM | 732 | $55 | 12/31/2023 |
Lowe Wealth Advisors LLC | 708 | $53 | 12/31/2023 |
SCHM | 708 | $53 | 12/31/2023 |
Contravisory Investment Management Inc. | 676 | $51 | 12/31/2023 |
SCHM | 676 | $51 | 12/31/2023 |
Providence Capital Advisors LLC | 640 | $48 | 12/31/2023 |
SCHM | 640 | $48 | 12/31/2023 |
AlphaCore Capital LLC | 609 | $46 | 12/31/2023 |
SCHM | 609 | $46 | 12/31/2023 |
Private Ocean LLC | 599 | $45 | 12/31/2023 |
SCHM | 599 | $45 | 12/31/2023 |
Global Wealth Strategies & Associates | 574 | $43 | 12/31/2023 |
SCHM | 574 | $43 | 12/31/2023 |
Jackson Hole Capital Partners LLC | 550 | $41 | 12/31/2023 |
SCHM | 550 | $41 | 12/31/2023 |
Kathleen S. Wright Associates Inc. | 539 | $41 | 12/31/2023 |
SCHM | 539 | $41 | 12/31/2023 |
North Star Investment Management Corp. | 519 | $39 | 12/31/2023 |
SCHM | 519 | $39 | 12/31/2023 |
Mascoma Wealth Management LLC | 522 | $39 | 12/31/2023 |
SCHM | 522 | $39 | 12/31/2023 |
Geneos Wealth Management Inc. | 520 | $39 | 12/31/2023 |
SCHM | 520 | $39 | 12/31/2023 |
Indiana Trust & Investment Management CO | 510 | $38 | 12/31/2023 |
SCHM | 510 | $38 | 12/31/2023 |
Guardian Wealth Management Inc. | 509 | $38 | 12/31/2023 |
SCHM | 509 | $38 | 12/31/2023 |
Fifth Third Bancorp | 485 | $37 | 12/31/2023 |
SCHM | 485 | $37 | 12/31/2023 |
Howe & Rusling Inc. | 432 | $33 | 12/31/2023 |
SCHM | 432 | $33 | 12/31/2023 |
Citigroup Inc. | 431 | $32 | 12/31/2023 |
SCHM | 431 | $32 | 12/31/2023 |
Advisory Services Network LLC | 421 | $32 | 12/31/2023 |
SCHM | 421 | $32 | 12/31/2023 |
Gables Capital Management Inc. | 392 | $30 | 12/31/2023 |
SCHM | 392 | $30 | 12/31/2023 |
Blume Capital Management Inc. | 350 | $26 | 12/31/2023 |
SCHM | 350 | $26 | 12/31/2023 |
Harbor Investment Advisory LLC | 327 | $25 | 12/31/2023 |
SCHM | 327 | $25 | 12/31/2023 |
Truvestments Capital LLC | 328 | $25 | 12/31/2023 |
SCHM | 328 | $25 | 12/31/2023 |
EPG Wealth Management LLC | 331 | $25 | 12/31/2023 |
SCHM | 331 | $25 | 12/31/2023 |
HM Payson & Co. | 299 | $23 | 12/31/2023 |
SCHM | 299 | $23 | 12/31/2023 |
Brown Brothers Harriman & Co. | 290 | $22 | 12/31/2023 |
SCHM | 290 | $22 | 12/31/2023 |
Column Capital Advisors LLC | 318 | $22 | 09/30/2023 |
SCHM | 318 | $22 | 09/30/2023 |
WASHINGTON TRUST Co | 271 | $20 | 12/31/2023 |
SCHM | 271 | $20 | 12/31/2023 |
Coppell Advisory Solutions LLC | 272 | $20 | 12/31/2023 |
SCHM | 272 | $20 | 12/31/2023 |
Silicon Valley Capital Partners | 249 | $19 | 12/31/2023 |
SCHM | 249 | $19 | 12/31/2023 |
McClarren Financial Advisors Inc. | 246 | $19 | 12/31/2023 |
SCHM | 246 | $19 | 12/31/2023 |
NBC Securities Inc. | 251 | $18 | 12/31/2023 |
SCHM | 251 | $18 | 12/31/2023 |
Atlantic Trust LLC | 241 | $18 | 12/31/2023 |
SCHM | 241 | $18 | 12/31/2023 |
Hazlett Burt & Watson Inc. | 206 | $16 | 12/31/2023 |
SCHM | 206 | $16 | 12/31/2023 |
Hallmark Capital Management Inc. | 219 | $16 | 12/31/2023 |
SCHM | 219 | $16 | 12/31/2023 |
Main Street Group LTD | 209 | $16 | 12/31/2023 |
SCHM | 209 | $16 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 239 | $16 | 09/30/2023 |
SCHM | 239 | $16 | 09/30/2023 |
Hollencrest Capital Management | 197 | $15 | 12/31/2023 |
SCHM | 197 | $15 | 12/31/2023 |
Cutler Group LP | $15 | 12/31/2023 | |
SCHM | 200 | $15 | 12/31/2023 |
Call | 300 | $0 | 12/31/2023 |
EverSource Wealth Advisors LLC | 195 | $15 | 12/31/2023 |
SCHM | 195 | $15 | 12/31/2023 |
ICA Group Wealth Management LLC | 200 | $15 | 12/31/2023 |
SCHM | 200 | $15 | 12/31/2023 |
Qube Research & Technologies Ltd | 180 | $14 | 12/31/2023 |
SCHM | 180 | $14 | 12/31/2023 |
Tucker Asset Management LLC | 183 | $14 | 12/31/2023 |
SCHM | 183 | $14 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 188 | $14 | 12/31/2023 |
SCHM | 188 | $14 | 12/31/2023 |
M&R Capital Management Inc. | 176 | $13 | 12/31/2023 |
SCHM | 176 | $13 | 12/31/2023 |
BOK Financial Private Wealth Inc. | 166 | $13 | 12/31/2023 |
SCHM | 166 | $13 | 12/31/2023 |
Life Planning Partners Inc | 173 | $13 | 12/31/2023 |
SCHM | 173 | $13 | 12/31/2023 |
JDM Financial Group LLC | 160 | $12 | 12/31/2023 |
SCHM | 160 | $12 | 12/31/2023 |
Richardson Capital Management LLC | 147 | $11 | 12/31/2023 |
SCHM | 147 | $11 | 12/31/2023 |
McIlrath & Eck LLC | 132 | $10 | 12/31/2023 |
SCHM | 132 | $10 | 12/31/2023 |
Tennessee Valley Asset Management Partners | 128 | $10 | 12/31/2023 |
SCHM | 128 | $10 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 131 | $10 | 12/31/2023 |
SCHM | 131 | $10 | 12/31/2023 |
Horrell Capital Management Inc. | 120 | $9 | 12/31/2023 |
SCHM | 120 | $9 | 12/31/2023 |
First Horizon Advisors Inc. | 113 | $9 | 12/31/2023 |
SCHM | 113 | $9 | 12/31/2023 |
SRS Capital Advisors Inc. | 111 | $8 | 12/31/2023 |
SCHM | 111 | $8 | 12/31/2023 |
Salomon & Ludwin LLC | 103 | $8 | 12/31/2023 |
SCHM | 103 | $8 | 12/31/2023 |
Rise Advisors LLC | 100 | $8 | 12/31/2023 |
SCHM | 100 | $8 | 12/31/2023 |
Atticus Wealth Management LLC | 99 | $7 | 12/31/2023 |
SCHM | 99 | $7 | 12/31/2023 |
Institutional & Family Asset Management LLC | 72 | $5 | 12/31/2023 |
SCHM | 72 | $5 | 12/31/2023 |
Gs Investments Inc. | 70 | $5 | 12/31/2023 |
SCHM | 70 | $5 | 12/31/2023 |
Peachtree Investment Partners LLC | 72 | $5 | 12/31/2023 |
SCHM | 72 | $5 | 12/31/2023 |
Bellevue Asset Management LLC | 68 | $5 | 12/31/2023 |
SCHM | 68 | $5 | 12/31/2023 |
Atlantic Private Wealth LLC | 71 | $5 | 12/31/2023 |
SCHM | 71 | $5 | 12/31/2023 |
Cornerstone Planning Group LLC | 53 | $4 | 12/31/2023 |
SCHM | 53 | $4 | 12/31/2023 |
Emfo LLC | 59 | $4 | 12/31/2023 |
SCHM | 59 | $4 | 12/31/2023 |
Sound Income Strategies LLC | 43 | $3 | 12/31/2023 |
SCHM | 43 | $3 | 12/31/2023 |
Bruce G. Allen Investments LLC | 46 | $3 | 12/31/2023 |
SCHM | 46 | $3 | 12/31/2023 |
Caitlin John LLC | 38 | $3 | 12/31/2023 |
SCHM | 38 | $3 | 12/31/2023 |
Evensky & Katz LLC | 23 | $2 | 12/31/2023 |
SCHM | 23 | $2 | 12/31/2023 |
Russell Investments Group Ltd. | 26 | $2 | 12/31/2023 |
SCHM | 26 | $2 | 12/31/2023 |
VisionPoint Advisory Group LLC | 30 | $2 | 12/31/2023 |
SCHM | 30 | $2 | 12/31/2023 |
Archer Investment Corp | 20 | $2 | 12/31/2023 |
SCHM | 20 | $2 | 12/31/2023 |
Hanson & Doremus Investment Management | 18 | $1 | 12/31/2023 |
SCHM | 18 | $1 | 12/31/2023 |
NewSquare Capital LLC | 12 | $1 | 12/31/2023 |
SCHM | 12 | $1 | 12/31/2023 |
JNBA Financial Advisors | 14 | $1 | 12/31/2023 |
SCHM | 14 | $1 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 10 | $1 | 12/31/2023 |
SCHM | 10 | $1 | 12/31/2023 |
Valued Wealth Advisors LLC | 10 | $1 | 12/31/2023 |
SCHM | 10 | $1 | 12/31/2023 |
First Manhattan Co. | 5 | $0 | 12/31/2023 |
SCHM | 5 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
SCHM | 0 | $0 | 12/31/2023 |
BNP Paribas Arbitrage SA | 6 | $0 | 12/31/2023 |
SCHM | 6 | $0 | 12/31/2023 |
APCM Wealth Management for Individuals | 3 | $0 | 12/31/2023 |
SCHM | 3 | $0 | 12/31/2023 |
Able Wealth Management LLC | 3 | $0 | 12/31/2023 |
SCHM | 3 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SCHM
See Details: Top 10 Hedge Funds Holding SCHM
Also See: SCHM Holdings Changes
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