HoldingsChannel.com
Funds Holding SCHM

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Financial Engines Advisors L.L.C.21,134,065$1,591,818 12/31/2023
     SCHM21,134,065$1,591,818 12/31/2023
Cerity Partners LLC18,943,319$1,426,811 12/31/2023
     SCHM18,943,319$1,426,811 12/31/2023
Creative Planning10,259,228$772,725 12/31/2023
     SCHM10,259,228$772,725 12/31/2023
HighTower Advisors LLC3,635,515$273,876 12/31/2023
     SCHM3,635,515$273,876 12/31/2023
Wealth Enhancement Advisory Services LLC2,190,208$164,966 12/31/2023
     SCHM2,190,208$164,966 12/31/2023
Moneta Group Investment Advisors LLC1,995,865$150,329 12/31/2023
     SCHM1,995,865$150,329 12/31/2023
Prime Capital Investment Advisors LLC1,718,778$129,458 12/31/2023
     SCHM1,718,778$129,458 12/31/2023
Northwestern Mutual Wealth Management Co.1,586,559$119,519 12/31/2023
     SCHM1,586,559$119,519 12/31/2023
UBS Group AG1,570,981$118,326 12/31/2023
     SCHM1,570,981$118,326 12/31/2023
Advisory Alpha LLC1,530,160$115,258 12/31/2023
     SCHM1,530,160$115,258 12/31/2023
Legacy Wealth Management Inc1,401,284$105,545 12/31/2023
     SCHM1,401,284$105,545 12/31/2023
JMG Financial Group Ltd.1,003,645$75,595 12/31/2023
     SCHM1,003,645$75,595 12/31/2023
Fragasso Group Inc.956,470$72,041 12/31/2023
     SCHM956,470$72,041 12/31/2023
Envestnet Asset Management Inc.736,006$55,436 12/31/2023
     SCHM736,006$55,436 12/31/2023
LPL Financial LLC704,723$53,080 12/31/2023
     SCHM704,723$53,080 12/31/2023
Ameriprise Financial Inc.688,651$51,872 12/31/2023
     SCHM688,651$51,872 12/31/2023
Mariner LLC678,733$51,122 12/31/2023
     SCHM678,733$51,122 12/31/2023
Raymond James Financial Services Advisors Inc.635,622$47,875 12/31/2023
     SCHM635,622$47,875 12/31/2023
Summit Financial Strategies Inc.607,323$45,744 12/31/2023
     SCHM607,323$45,744 12/31/2023
RKL Wealth Management LLC587,211$44,229 12/31/2023
     SCHM587,211$44,229 12/31/2023
Beacon Pointe Advisors LLC571,417$43,039 12/31/2023
     SCHM571,417$43,039 12/31/2023
BLB&B Advisors LLC562,315$42,354 12/31/2023
     SCHM562,315$42,354 12/31/2023
HHM Wealth Advisors LLC553,938$41,723 12/31/2023
     SCHM553,938$41,723 12/31/2023
Mercer Global Advisors Inc. ADV519,919$39,160 12/31/2023
     SCHM519,919$39,160 12/31/2023
Gemmer Asset Management LLC466,500$35,137 12/31/2023
     SCHM466,500$35,137 12/31/2023
Sheets Smith Wealth Management448,039$33,746 12/31/2023
     SCHM448,039$33,746 12/31/2023
Thrivent Financial for Lutherans441,159$33,229 12/31/2023
     SCHM441,159$33,229 12/31/2023
Resources Investment Advisors LLC.436,738$32,895 12/31/2023
     SCHM436,738$32,895 12/31/2023
DAVENPORT & Co LLC391,936$29,521 12/31/2023
     SCHM391,936$29,521 12/31/2023
Buckingham Capital Management Inc.360,194$27,130 12/31/2023
     SCHM360,194$27,130 12/31/2023
Moisand Fitzgerald Tamayo LLC358,869$27,030 12/31/2023
     SCHM358,869$27,030 12/31/2023
Advocacy Wealth Management Services LLC357,116$26,898 12/31/2023
     SCHM357,116$26,898 12/31/2023
Summit Asset Management LLC354,576$26,707 12/31/2023
     SCHM354,576$26,707 12/31/2023
Morgan Stanley339,032$25,536 12/31/2023
     SCHM339,032$25,536 12/31/2023
Noble Family Wealth LLC336,980$25,381 12/31/2023
     SCHM336,980$25,381 12/31/2023
Curi Capital329,941$24,851 12/31/2023
     SCHM329,941$24,851 12/31/2023
Modera Wealth Management LLC325,109$24,487 12/31/2023
     SCHM325,109$24,487 12/31/2023
Mokosak Advisory Group LLC314,229$23,667 12/31/2023
     SCHM314,229$23,667 12/31/2023
Elwood & Goetz Wealth Advisory Group LLC305,047$22,976 12/31/2023
     SCHM305,047$22,976 12/31/2023
Exencial Wealth Advisors LLC303,421$22,854 12/31/2023
     SCHM303,421$22,854 12/31/2023
Manchester Financial Inc.290,168$21,855 12/31/2023
     SCHM290,168$21,855 12/31/2023
HBK Sorce Advisory LLC276,158$20,800 12/31/2023
     SCHM276,158$20,800 12/31/2023
Dynamic Advisor Solutions LLC277,080$20,357 12/31/2023
     SCHM277,080$20,357 12/31/2023
Sage Financial Group Inc.261,837$19,722 12/31/2023
     SCHM261,837$19,722 12/31/2023
Campbell Wealth Management260,978$19,657 12/31/2023
     SCHM260,978$19,657 12/31/2023
ProVise Management Group LLC259,651$19,557 12/31/2023
     SCHM259,651$19,557 12/31/2023
Bank of America Corp DE258,608$19,478 12/31/2023
     SCHM258,608$19,478 12/31/2023
IFP Advisors Inc257,070$19,363 12/31/2023
     SCHM257,070$19,363 12/31/2023
Cetera Advisor Networks LLC253,891$19,123 12/31/2023
     SCHM253,891$19,123 12/31/2023
Salem Investment Counselors Inc.252,976$19,054 12/31/2023
     SCHM252,976$19,054 12/31/2023
CI Private Wealth LLC231,075$17,405 12/31/2023
     SCHM231,075$17,405 12/31/2023
Newton One Investments LLC226,931$17,092 12/31/2023
     SCHM226,931$17,092 12/31/2023
Commonwealth Equity Services LLC225,298$16,970 12/31/2023
     SCHM225,298$16,970 12/31/2023
Cambridge Investment Research Advisors Inc.222,770$16,779 12/31/2023
     SCHM222,770$16,779 12/31/2023
Trust Point Inc.220,517$16,609 12/31/2023
     SCHM220,517$16,609 12/31/2023
Bangor Savings Bank218,506$16,458 12/31/2023
     SCHM218,506$16,458 12/31/2023
Jones Financial Companies Lllp216,743$16,325 12/31/2023
     SCHM216,743$16,325 12/31/2023
Northeast Financial Group Inc.209,045$15,745 12/31/2023
     SCHM209,045$15,745 12/31/2023
Marshall Financial Group Inc. ADV207,761$15,649 12/31/2023
     SCHM207,761$15,649 12/31/2023
Moneywise Inc.205,185$15,455 12/31/2023
     SCHM205,185$15,455 12/31/2023
Vista Private Wealth Partners. LLC209,736$15,371 12/31/2023
     SCHM209,736$15,371 12/31/2023
Lutz Financial Services LLC203,372$15,318 12/31/2023
     SCHM203,372$15,318 12/31/2023
JPMorgan Chase & Co.197,468$14,873 12/31/2023
     SCHM197,468$14,873 12/31/2023
Bleakley Financial Group LLC197,017$14,839 12/31/2023
     SCHM197,017$14,839 12/31/2023
Sawtooth Solutions LLC196,912$14,831 12/31/2023
     SCHM196,912$14,831 12/31/2023
Asset Management Group Inc.194,039$14,615 12/31/2023
     SCHM194,039$14,615 12/31/2023
Wells Fargo & Company MN188,409$14,191 12/31/2023
     SCHM188,409$14,191 12/31/2023
Asset Advisors Investment Management LLC186,006$14,010 12/31/2023
     SCHM186,006$14,010 12/31/2023
Savant Capital LLC184,769$13,917 12/31/2023
     SCHM184,769$13,917 12/31/2023
Curbstone Financial Management Corp182,977$13,782 12/31/2023
     SCHM182,977$13,782 12/31/2023
Financial Advisory Service Inc.178,151$13,418 12/31/2023
     SCHM178,151$13,418 12/31/2023
Raymond James & Associates176,816$13,318 12/31/2023
     SCHM176,816$13,318 12/31/2023
Focus Financial Network Inc. ADV170,868$12,870 12/31/2023
     SCHM170,868$12,870 12/31/2023
First Republic Investment Management Inc.189,695$12,839 09/30/2023
     SCHM189,695$12,839 09/30/2023
First National Corp MA ADV169,812$12,790 12/31/2023
     SCHM169,812$12,790 12/31/2023
Berkshire Asset Management LLC PA168,945$12,725 12/31/2023
     SCHM168,945$12,725 12/31/2023
Larson Financial Group LLC168,186$12,668 12/31/2023
     SCHM168,186$12,668 12/31/2023
Harbor Group Inc.167,453$12,613 12/31/2023
     SCHM167,453$12,613 12/31/2023
Financial Consulate Inc.167,178$12,592 12/31/2023
     SCHM167,178$12,592 12/31/2023
Opal Wealth Advisors LLC166,975$12,577 12/31/2023
     SCHM166,975$12,577 12/31/2023
Chicago Partners Investment Group LLC169,101$12,552 12/31/2023
     SCHM169,101$12,552 12/31/2023
Goldman Sachs Group Inc.165,934$12,498 12/31/2023
     SCHM165,934$12,498 12/31/2023
Pittenger & Anderson Inc.164,404$12,383 12/31/2023
     SCHM164,404$12,383 12/31/2023
Kohmann Bosshard Financial Services LLC163,714$12,331 12/31/2023
     SCHM163,714$12,331 12/31/2023
Omega Financial Group LLC161,863$12,192 12/31/2023
     SCHM161,863$12,192 12/31/2023
Triangle Securities Wealth Management161,000$12,126 12/31/2023
     SCHM161,000$12,126 12/31/2023
High Note Wealth LLC159,992$12,051 12/31/2023
     SCHM159,992$12,051 12/31/2023
Blue Square Asset Management LLC159,905$12,044 12/31/2023
     SCHM159,905$12,044 12/31/2023
Johnson Investment Counsel Inc.159,206$11,991 12/31/2023
     SCHM159,206$11,991 12/31/2023
Leavell Investment Management Inc.159,052$11,980 12/31/2023
     SCHM159,052$11,980 12/31/2023
Advisor Group Holdings Inc.158,907$11,970 12/31/2023
     SCHM158,907$11,970 12/31/2023
Essex LLC157,631$11,873 12/31/2023
     SCHM157,631$11,873 12/31/2023
Milestone Investment Advisors LLC155,807$11,735 12/31/2023
     SCHM155,807$11,735 12/31/2023
Trinity Legacy Partners LLC154,069$11,605 12/31/2023
     SCHM154,069$11,605 12/31/2023
MML Investors Services LLC152,828$11,511 12/31/2023
     SCHM152,828$11,511 12/31/2023
Kavar Capital Partners Group LLC150,482$11,334 12/31/2023
     SCHM150,482$11,334 12/31/2023
Fifth Third Securities Inc.144,840$10,909 12/31/2023
     SCHM144,840$10,909 12/31/2023
Valley National Advisers Inc.144,075$10,851 12/31/2023
     SCHM144,075$10,851 12/31/2023
Vantage Financial Partners LLC143,900$10,839 12/31/2023
     SCHM143,900$10,839 12/31/2023
Captrust Financial Advisors143,705$10,824 12/31/2023
     SCHM143,705$10,824 12/31/2023
Towercrest Capital Management140,085$10,551 12/31/2023
     SCHM140,085$10,551 12/31/2023
Alliance Wealth Management Group140,001$10,545 12/31/2023
     SCHM140,001$10,545 12/31/2023
Courage Miller Partners LLC135,601$10,213 12/31/2023
     SCHM135,601$10,213 12/31/2023
Spinnaker Investment Group LLC133,115$10,026 12/31/2023
     SCHM133,115$10,026 12/31/2023
St. Johns Investment Management Company LLC132,456$9,977 12/31/2023
     SCHM132,456$9,977 12/31/2023
Pacific Sage Partners LLC131,404$9,897 12/31/2023
     SCHM131,404$9,897 12/31/2023
Whittier Trust Co. of Nevada Inc.126,623$9,536 12/31/2023
     SCHM126,623$9,536 12/31/2023
Clearwater Capital Advisors LLC125,118$9,424 12/31/2023
     SCHM125,118$9,424 12/31/2023
Bush Investment Group LLC125,353$9,345 12/31/2023
     SCHM125,353$9,345 12/31/2023
Peak Financial Management Inc.122,697$9,242 12/31/2023
     SCHM122,697$9,242 12/31/2023
Arbor Trust Wealth Advisors LLC122,648$9,238 12/31/2023
     SCHM122,648$9,238 12/31/2023
Pillar Wealth Advisors LLC122,239$9,207 12/31/2023
     SCHM122,239$9,207 12/31/2023
North Star Asset Management Inc.121,610$9,160 12/31/2023
     SCHM121,610$9,160 12/31/2023
Youngs Advisory Group Inc.120,478$9,074 12/31/2023
     SCHM120,478$9,074 12/31/2023
Nadler Financial Group Inc.117,780$8,871 12/31/2023
     SCHM117,780$8,871 12/31/2023
Rockefeller Capital Management L.P.116,670$8,788 12/31/2023
     SCHM116,670$8,788 12/31/2023
Lincoln Capital Corp114,113$8,595 12/31/2023
     SCHM114,113$8,595 12/31/2023
Lee Financial Co113,305$8,534 12/31/2023
     SCHM113,305$8,534 12/31/2023
Schaeffer Financial LLC112,202$8,451 12/31/2023
     SCHM112,202$8,451 12/31/2023
HB Wealth Management LLC110,648$8,334 12/31/2023
     SCHM110,648$8,334 12/31/2023
Fortis Capital Management LLC110,035$8,288 12/31/2023
     SCHM110,035$8,288 12/31/2023
Anchor Investment Management LLC108,440$8,168 12/31/2023
     SCHM108,440$8,168 12/31/2023
Sightline Wealth Advisors LLC108,104$8,142 12/31/2023
     SCHM108,104$8,142 12/31/2023
Patriot Investment Management Inc.107,831$8,122 12/31/2023
     SCHM107,831$8,122 12/31/2023
Pring Turner Capital Group Inc.107,501$8,097 12/31/2023
     SCHM107,501$8,097 12/31/2023
Cary Street Partners Investment Advisory LLC106,683$8,035 12/31/2023
     SCHM106,683$8,035 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC103,869$7,823 12/31/2023
     SCHM103,869$7,823 12/31/2023
Benjamin F. Edwards & Company Inc.102,640$7,731 12/31/2023
     SCHM102,640$7,731 12/31/2023
Rainsberger Wealth Advisors Inc.101,842$7,671 12/31/2023
     SCHM101,842$7,671 12/31/2023
Gradient Capital Advisors LLC100,451$7,566 12/31/2023
     SCHM100,451$7,566 12/31/2023
Strategic Family Wealth Counselors L.L.C.100,402$7,562 12/31/2023
     SCHM100,402$7,562 12/31/2023
Buckingham Strategic Wealth LLC97,794$7,366 12/31/2023
     SCHM97,794$7,366 12/31/2023
Meridian Wealth Partners LLC97,267$7,326 12/31/2023
     SCHM97,267$7,326 12/31/2023
CWM LLC95,918$7,225 12/31/2023
     SCHM95,918$7,225 12/31/2023
Lodestar Private Asset Management LLC95,710$7,209 12/31/2023
     SCHM95,710$7,209 12/31/2023
Horizon Financial Services LLC94,938$7,151 12/31/2023
     SCHM94,938$7,151 12/31/2023
Money Concepts Capital Corp94,804$7,141 12/31/2023
     SCHM94,804$7,141 12/31/2023
Truist Financial Corp93,738$7,060 12/31/2023
     SCHM93,738$7,060 12/31/2023
Brand Asset Management Group Inc.93,573$7,048 12/31/2023
     SCHM93,573$7,048 12/31/2023
DHJJ Financial Advisors Ltd.92,791$6,989 12/31/2023
     SCHM92,791$6,989 12/31/2023
Cresset Asset Management LLC91,407$6,885 12/31/2023
     SCHM91,407$6,885 12/31/2023
Sentinel Pension Advisors Inc.90,549$6,820 12/31/2023
     SCHM90,549$6,820 12/31/2023
Baird Financial Group Inc.90,420$6,810 12/31/2023
     SCHM90,420$6,810 12/31/2023
RE Dickinson Investment Advisors LLC89,931$6,774 12/31/2023
     SCHM89,931$6,774 12/31/2023
MAI Capital Management89,512$6,742 12/31/2023
     SCHM89,512$6,742 12/31/2023
Black Diamond Financial LLC88,533$6,668 12/31/2023
     SCHM88,533$6,668 12/31/2023
Berger Financial Group Inc88,443$6,661 12/31/2023
     SCHM88,443$6,661 12/31/2023
Northern Capital Management Inc.87,709$6,606 12/31/2023
     SCHM87,709$6,606 12/31/2023
Smithbridge Asset Management Inc. DE87,359$6,580 12/31/2023
     SCHM87,359$6,580 12/31/2023
Ausdal Financial Partners Inc.87,200$6,568 12/31/2023
     SCHM87,200$6,568 12/31/2023
Newman Dignan & Sheerar Inc.86,775$6,536 12/31/2023
     SCHM86,775$6,536 12/31/2023
John W. Brooker & Co. CPAs85,749$6,459 12/31/2023
     SCHM85,749$6,459 12/31/2023
Clear Creek Financial Management LLC85,183$6,416 12/31/2023
     SCHM85,183$6,416 12/31/2023
Exchange Capital Management Inc.84,515$6,366 12/31/2023
     SCHM84,515$6,366 12/31/2023
Capital Advantage Inc.82,474$6,212 12/31/2023
     SCHM82,474$6,212 12/31/2023
Allworth Financial LP81,374$6,129 12/31/2023
     SCHM81,374$6,129 12/31/2023
Schneider Downs Wealth Management Advisors LP81,078$6,107 12/31/2023
     SCHM81,078$6,107 12/31/2023
Meridian Wealth Management LLC79,880$6,017 12/31/2023
     SCHM79,880$6,017 12/31/2023
Whittier Trust Co.79,620$5,996 12/31/2023
     SCHM79,620$5,996 12/31/2023
Voisard Asset Management Group Inc.78,226$5,892 12/31/2023
     SCHM78,226$5,892 12/31/2023
Miracle Mile Advisors LLC77,820$5,861 12/31/2023
     SCHM77,820$5,861 12/31/2023
Colorado Capital Management Inc.77,364$5,827 12/31/2023
     SCHM77,364$5,827 12/31/2023
Northwest Capital Management Inc77,203$5,815 12/31/2023
     SCHM77,203$5,815 12/31/2023
LexAurum Advisors LLC77,123$5,809 12/31/2023
     SCHM77,123$5,809 12/31/2023
EWG Elevate Inc.77,105$5,808 12/31/2023
     SCHM77,105$5,808 12/31/2023
Clearstead Advisors LLC76,952$5,796 12/31/2023
     SCHM76,952$5,796 12/31/2023
Sunbelt Securities Inc.76,681$5,776 12/31/2023
     SCHM76,681$5,776 12/31/2023
PPS&V Asset Management Consultants Inc.76,442$5,758 12/31/2023
     SCHM76,442$5,758 12/31/2023
American Money Management LLC76,431$5,757 12/31/2023
     SCHM76,431$5,757 12/31/2023
Scarborough Advisors LLC76,399$5,754 12/31/2023
     SCHM76,399$5,754 12/31/2023
Main Street Financial Solutions LLC76,312$5,748 12/31/2023
     SCHM76,312$5,748 12/31/2023
Pure Financial Advisors Inc.75,781$5,708 12/31/2023
     SCHM75,781$5,708 12/31/2023
James J. Burns & Company LLC74,250$5,591 12/31/2023
     SCHM74,250$5,591 12/31/2023
Lathrop Investment Management Corp72,527$5,463 12/31/2023
     SCHM72,527$5,463 12/31/2023
Valley Forge Investment Consultants Inc. ADV72,005$5,423 12/31/2023
     SCHM72,005$5,423 12/31/2023
Altus Wealth Group LLC71,614$5,394 12/31/2023
     SCHM71,614$5,394 12/31/2023
Sculati Wealth Management LLC71,422$5,380 12/31/2023
     SCHM71,422$5,380 12/31/2023
Cape Investment Advisory Inc.70,463$5,307 12/31/2023
     SCHM70,463$5,307 12/31/2023
Broadleaf Partners LLC69,835$5,260 12/31/2023
     SCHM69,835$5,260 12/31/2023
Private Advisor Group LLC69,815$5,258 12/31/2023
     SCHM69,815$5,258 12/31/2023
Royal Bank of Canada69,714$5,251 12/31/2023
     SCHM69,714$5,251 12/31/2023
Wealthcare Advisory Partners LLC69,403$5,227 12/31/2023
     SCHM69,403$5,227 12/31/2023
Hilltop Wealth Advisors LLC68,624$5,169 12/31/2023
     SCHM68,624$5,169 12/31/2023
Gill Capital Partners LLC67,911$5,115 12/31/2023
     SCHM67,911$5,115 12/31/2023
Hoylecohen LLC67,398$5,076 12/31/2023
     SCHM67,398$5,076 12/31/2023
Congress Wealth Management LLC DE 66,089$4,978 12/31/2023
     SCHM66,089$4,978 12/31/2023
OneAscent Financial Services LLC65,927$4,966 12/31/2023
     SCHM65,927$4,966 12/31/2023
Bensler LLC65,912$4,965 12/31/2023
     SCHM65,912$4,965 12/31/2023
Valmark Advisers Inc.65,070$4,901 12/31/2023
     SCHM65,070$4,901 12/31/2023
Missouri Trust & Investment Co64,442$4,854 12/31/2023
     SCHM64,442$4,854 12/31/2023
SILVER OAK SECURITIES Inc63,756$4,802 12/31/2023
     SCHM63,756$4,802 12/31/2023
Family Investment Center Inc.63,383$4,774 12/31/2023
     SCHM63,383$4,774 12/31/2023
Brookstone Capital Management61,613$4,641 12/31/2023
     SCHM61,613$4,641 12/31/2023
Lowe Brockenbrough & Co. Inc.60,902$4,587 12/31/2023
     SCHM60,902$4,587 12/31/2023
Great Valley Advisor Group Inc.59,963$4,516 12/31/2023
     SCHM59,963$4,516 12/31/2023
McCarthy Asset Management Inc.59,131$4,454 12/31/2023
     SCHM59,131$4,454 12/31/2023
Clear Rock Advisors LLC58,504$4,440 12/31/2023
     SCHM58,504$4,440 12/31/2023
Peterson Wealth Advisors LLC58,878$4,435 12/31/2023
     SCHM58,878$4,435 12/31/2023
Lincoln National Corp58,302$4,391 12/31/2023
     SCHM58,302$4,391 12/31/2023
Affinity Capital Advisors LLC56,816$4,279 12/31/2023
     SCHM56,816$4,279 12/31/2023
Envestnet Portfolio Solutions Inc.56,742$4,274 12/31/2023
     SCHM56,742$4,274 12/31/2023
Texas Yale Capital Corp.56,654$4,267 12/31/2023
     SCHM56,654$4,267 12/31/2023
Juncture Wealth Strategies LLC56,395$4,248 12/31/2023
     SCHM56,395$4,248 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC56,081$4,224 12/31/2023
     SCHM56,081$4,224 12/31/2023
Wescott Financial Advisory Group LLC55,540$4,183 12/31/2023
     SCHM55,540$4,183 12/31/2023
Acorn Wealth Advisors LLC55,046$4,146 12/31/2023
     SCHM55,046$4,146 12/31/2023
Gleason Group Inc.54,671$4,118 12/31/2023
     SCHM54,671$4,118 12/31/2023
Beacon Bridge Wealth Partners LLC54,051$4,071 12/31/2023
     SCHM54,051$4,071 12/31/2023
Stifel Financial Corp53,832$4,055 12/31/2023
     SCHM53,832$4,055 12/31/2023
Mutual Advisors LLC53,507$4,030 12/31/2023
     SCHM53,507$4,030 12/31/2023
Mengis Capital Management Inc.52,947$3,988 12/31/2023
     SCHM52,947$3,988 12/31/2023
Arcataur Capital Management LLC51,570$3,884 12/31/2023
     SCHM51,570$3,884 12/31/2023
WESCAP Management Group Inc.51,379$3,870 12/31/2023
     SCHM51,379$3,870 12/31/2023
Safeguard Financial LLC50,581$3,810 12/31/2023
     SCHM50,581$3,810 12/31/2023
Everhart Financial Group Inc.50,254$3,785 12/31/2023
     SCHM50,254$3,785 12/31/2023
Carolina Wealth Advisors LLC49,871$3,756 12/31/2023
     SCHM49,871$3,756 12/31/2023
Steele Capital Management Inc.49,743$3,747 12/31/2023
     SCHM49,743$3,747 12/31/2023
Alpha Omega Wealth Management LLC49,188$3,705 12/31/2023
     SCHM49,188$3,705 12/31/2023
Foster Victor Wealth Advisors LLC49,636$3,697 12/31/2023
     SCHM49,636$3,697 12/31/2023
Kestra Advisory Services LLC48,581$3,659 12/31/2023
     SCHM48,581$3,659 12/31/2023
Coldstream Capital Management Inc.48,052$3,619 12/31/2023
     SCHM48,052$3,619 12/31/2023
MBA Advisors LLC47,620$3,587 12/31/2023
     SCHM47,620$3,587 12/31/2023
Blue Bell Private Wealth Management LLC47,316$3,564 12/31/2023
     SCHM47,316$3,564 12/31/2023
Madden Advisory Services Inc.47,191$3,554 12/31/2023
     SCHM47,191$3,554 12/31/2023
Powers Advisory Group LLC47,089$3,547 12/31/2023
     SCHM47,089$3,547 12/31/2023
Paradigm Strategies in Wealth Management LLC47,076$3,546 12/31/2023
     SCHM47,076$3,546 12/31/2023
Sage Financial Management Group Inc.46,657$3,514 12/31/2023
     SCHM46,657$3,514 12/31/2023
Citizens Financial Group Inc RI46,254$3,484 12/31/2023
     SCHM46,254$3,484 12/31/2023
Blue Barn Wealth LLC46,235$3,482 12/31/2023
     SCHM46,235$3,482 12/31/2023
Reston Wealth Management LLC45,540$3,430 12/31/2023
     SCHM45,540$3,430 12/31/2023
Souders Financial Advisors45,087$3,396 12/31/2023
     SCHM45,087$3,396 12/31/2023
Single Point Partners LLC44,514$3,353 12/31/2023
     SCHM44,514$3,353 12/31/2023
GWM Advisors LLC44,444$3,341 12/31/2023
     SCHM44,444$3,341 12/31/2023
Apollon Financial LLC43,899$3,306 12/31/2023
     SCHM43,899$3,306 12/31/2023
Pinnacle Associates Ltd.43,552$3,280 12/31/2023
     SCHM43,552$3,280 12/31/2023
Susquehanna International Group LLP $3,277 12/31/2023
     SCHM38,104$2,870 12/31/2023
     Call5,400$407 12/31/2023
Carmichael Hill & Associates Inc.42,384$3,192 12/31/2023
     SCHM42,384$3,192 12/31/2023
Destination Wealth Management42,293$3,185 12/31/2023
     SCHM42,293$3,185 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC41,981$3,162 12/31/2023
     SCHM41,981$3,162 12/31/2023
Roundview Capital LLC41,926$3,158 12/31/2023
     SCHM41,926$3,158 12/31/2023
Plante Moran Financial Advisors LLC41,824$3,150 12/31/2023
     SCHM41,824$3,150 12/31/2023
Atlas Capital Advisors LLC41,585$3,132 12/31/2023
     SCHM41,585$3,132 12/31/2023
Revolve Wealth Partners LLC41,312$3,112 12/31/2023
     SCHM41,312$3,112 12/31/2023
Forte Capital LLC ADV41,240$3,106 12/31/2023
     SCHM41,240$3,106 12/31/2023
Mather Group LLC.40,821$3,075 12/31/2023
     SCHM40,821$3,075 12/31/2023
Perigon Wealth Management LLC40,271$3,033 12/31/2023
     SCHM40,271$3,033 12/31/2023
Nicollet Investment Management Inc.39,771$2,996 12/31/2023
     SCHM39,771$2,996 12/31/2023
Pinnacle Wealth Management Advisory Group LLC39,573$2,981 12/31/2023
     SCHM39,573$2,981 12/31/2023
Element Wealth LLC39,076$2,943 12/31/2023
     SCHM39,076$2,943 12/31/2023
Von Berge Wealth Management Group LLC39,727$2,937 12/31/2023
     SCHM39,727$2,937 12/31/2023
PCA Investment Advisory Services Inc.38,851$2,926 12/31/2023
     SCHM38,851$2,926 12/31/2023
Balanced Wealth Group LLC38,103$2,870 12/31/2023
     SCHM38,103$2,870 12/31/2023
Financial Advisory Group38,039$2,865 12/31/2023
     SCHM38,039$2,865 12/31/2023
United Capital Financial Advisers LLC37,202$2,802 12/31/2023
     SCHM37,202$2,802 12/31/2023
Wealth Group Ltd37,073$2,763 12/31/2023
     SCHM37,073$2,763 12/31/2023
Bristlecone Advisors LLC36,606$2,757 12/31/2023
     SCHM36,606$2,757 12/31/2023
Cetera Investment Advisers36,339$2,737 12/31/2023
     SCHM36,339$2,737 12/31/2023
Ulland Investment Advisors LLC36,292$2,734 12/31/2023
     SCHM36,292$2,734 12/31/2023
Marquette Asset Management LLC35,317$2,660 12/31/2023
     SCHM35,317$2,660 12/31/2023
CRA Financial Services LLC35,168$2,649 12/31/2023
     SCHM35,168$2,649 12/31/2023
Sontag Advisory LLC35,114$2,645 12/31/2023
     SCHM35,114$2,645 12/31/2023
Cantor Fitzgerald Investment Adviser L.P.34,697$2,613 12/31/2023
     SCHM34,697$2,613 12/31/2023
Orcam Financial Group34,654$2,610 12/31/2023
     SCHM34,654$2,610 12/31/2023
Bartlett & Co. LLC33,997$2,582 12/31/2023
     SCHM33,997$2,582 12/31/2023
Bartlett & CO. Wealth Management LLC33,997$2,582 12/31/2023
     SCHM33,997$2,582 12/31/2023
HC Advisors LLC33,799$2,546 12/31/2023
     SCHM33,799$2,546 12/31/2023
Krilogy Financial LLC33,572$2,529 12/31/2023
     SCHM33,572$2,529 12/31/2023
Halpern Financial Inc.34,420$2,523 12/31/2023
     SCHM34,420$2,523 12/31/2023
River Wealth Advisors LLC33,455$2,520 12/31/2023
     SCHM33,455$2,520 12/31/2023
WealthShield Partners LLC32,809$2,471 12/31/2023
     SCHM32,809$2,471 12/31/2023
Breed s Hill Capital LLC32,450$2,444 12/31/2023
     SCHM32,450$2,444 12/31/2023
Procyon Private Wealth Partners LLC32,430$2,443 12/31/2023
     SCHM32,430$2,443 12/31/2023
Tradition Wealth Management LLC32,326$2,435 12/31/2023
     SCHM32,326$2,435 12/31/2023
Jackson Creek Investment Advisors LLC32,211$2,426 12/31/2023
     SCHM32,211$2,426 12/31/2023
Burkett Financial Services LLC31,829$2,397 12/31/2023
     SCHM31,829$2,397 12/31/2023
Vivaldi Capital Management LLC32,015$2,391 12/31/2023
     SCHM32,015$2,391 12/31/2023
BCS Wealth Management31,136$2,345 12/31/2023
     SCHM31,136$2,345 12/31/2023
Red Door Wealth Management LLC30,816$2,321 12/31/2023
     SCHM30,816$2,321 12/31/2023
Providence First Trust Co30,773$2,318 12/31/2023
     SCHM30,773$2,318 12/31/2023
IHT Wealth Management LLC30,532$2,300 12/31/2023
     SCHM30,532$2,300 12/31/2023
Collective Family Office LLC30,341$2,285 12/31/2023
     SCHM30,341$2,285 12/31/2023
Kingswood Wealth Advisors LLC27,522$2,283 12/31/2023
     SCHM27,522$2,283 12/31/2023
Transform Wealth LLC29,986$2,259 12/31/2023
     SCHM29,986$2,259 12/31/2023
Leisure Capital Management29,750$2,241 12/31/2023
     SCHM29,750$2,241 12/31/2023
Abbrea Capital LLC29,675$2,235 12/31/2023
     SCHM29,675$2,235 12/31/2023
Cetera Advisors LLC29,586$2,228 12/31/2023
     SCHM29,586$2,228 12/31/2023
Compass Advisory Group LLC29,507$2,222 12/31/2023
     SCHM29,507$2,222 12/31/2023
Jane Street Group LLC29,457$2,219 12/31/2023
     SCHM29,457$2,219 12/31/2023
Global Retirement Partners LLC29,924$2,198 12/31/2023
     SCHM29,924$2,198 12/31/2023
Sequoia Financial Advisors LLC28,772$2,167 12/31/2023
     SCHM28,772$2,167 12/31/2023
Joseph P. Lucia & Associates LLC28,743$2,165 12/31/2023
     SCHM28,743$2,165 12/31/2023
Sunburst Financial Group LLC28,375$2,137 12/31/2023
     SCHM28,375$2,137 12/31/2023
Napatree Capital LLC28,018$2,110 12/31/2023
     SCHM28,018$2,110 12/31/2023
Centerpoint Advisors LLC28,000$2,109 12/31/2023
     SCHM28,000$2,109 12/31/2023
Strategic Financial Planning Inc.27,742$2,090 12/31/2023
     SCHM27,742$2,090 12/31/2023
SeaCrest Wealth Management LLC28,041$2,060 12/31/2023
     SCHM28,041$2,060 12/31/2023
Econ Financial Services Corp27,027$2,036 12/31/2023
     SCHM27,027$2,036 12/31/2023
Cahill Financial Advisors Inc.26,699$2,011 12/31/2023
     SCHM26,699$2,011 12/31/2023
WBH Advisory Inc.26,507$1,996 12/31/2023
     SCHM26,507$1,996 12/31/2023
Redhawk Wealth Advisors Inc.25,965$1,956 12/31/2023
     SCHM25,965$1,956 12/31/2023
Leo H. Evart Inc.28,564$1,933 09/30/2023
     SCHM28,564$1,933 09/30/2023
Nicholas Hoffman & Company LLC.25,349$1,909 12/31/2023
     SCHM25,349$1,909 12/31/2023
LifeSteps Financial Inc.25,203$1,898 12/31/2023
     SCHM25,203$1,898 12/31/2023
Zhang Financial LLC25,138$1,893 12/31/2023
     SCHM25,138$1,893 12/31/2023
Clayton Financial Group LLC25,135$1,893 12/31/2023
     SCHM25,135$1,893 12/31/2023
Aspen Grove Capital LLC25,052$1,887 12/31/2023
     SCHM25,052$1,887 12/31/2023
ETF Store Inc.24,807$1,868 12/31/2023
     SCHM24,807$1,868 12/31/2023
Winthrop Capital Management LLC24,788$1,867 12/31/2023
     SCHM24,788$1,867 12/31/2023
Athena Investment Management24,606$1,853 12/31/2023
     SCHM24,606$1,853 12/31/2023
Dakota Wealth Management24,595$1,852 12/31/2023
     SCHM24,595$1,852 12/31/2023
Novare Capital Management LLC23,502$1,770 12/31/2023
     SCHM23,502$1,770 12/31/2023
First Pacific Financial23,413$1,763 12/31/2023
     SCHM23,413$1,763 12/31/2023
Chesapeake Wealth Management23,170$1,745 12/31/2023
     SCHM23,170$1,745 12/31/2023
Vision Capital Management Inc.23,141$1,743 12/31/2023
     SCHM23,141$1,743 12/31/2023
Staley Capital Advisers Inc.23,069$1,738 12/31/2023
     SCHM23,069$1,738 12/31/2023
Sutton Wealth Advisors Inc.25,509$1,726 09/30/2023
     SCHM25,509$1,726 09/30/2023
Beaumont Financial Advisors LLC22,757$1,714 12/31/2023
     SCHM22,757$1,714 12/31/2023
Waterfront Wealth Inc.22,652$1,706 12/31/2023
     SCHM22,652$1,706 12/31/2023
Murphy Middleton Hinkle & Parker Inc.22,610$1,703 12/31/2023
     SCHM22,610$1,703 12/31/2023
KCM Investment Advisors LLC22,498$1,695 12/31/2023
     SCHM22,498$1,695 12/31/2023
Acas LLC22,458$1,692 12/31/2023
     SCHM22,458$1,692 12/31/2023
SWS Partners22,363$1,684 12/31/2023
     SCHM22,363$1,684 12/31/2023
ZRC Wealth Management LLC22,299$1,680 12/31/2023
     SCHM22,299$1,680 12/31/2023
Equitable Holdings Inc.22,148$1,668 12/31/2023
     SCHM22,148$1,668 12/31/2023
Boltwood Capital Management22,139$1,668 12/31/2023
     SCHM22,139$1,668 12/31/2023
Armor Investment Advisors LLC21,863$1,647 12/31/2023
     SCHM21,863$1,647 12/31/2023
Madison Park Capital Advisors LLC21,868$1,647 12/31/2023
     SCHM21,868$1,647 12/31/2023
Fort Pitt Capital Group LLC21,752$1,638 12/31/2023
     SCHM21,752$1,638 12/31/2023
Ironwood Financial llc21,063$1,586 12/31/2023
     SCHM21,063$1,586 12/31/2023
Blankinship & Foster LLC21,005$1,582 12/31/2023
     SCHM21,005$1,582 12/31/2023
Fulton Breakefield Broenniman LLC20,991$1,581 12/31/2023
     SCHM20,991$1,581 12/31/2023
Venture Visionary Partners LLC20,883$1,573 12/31/2023
     SCHM20,883$1,573 12/31/2023
RSM US Wealth Management LLC20,756$1,563 12/31/2023
     SCHM20,756$1,563 12/31/2023
Sharkey Howes & Javer20,703$1,559 12/31/2023
     SCHM20,703$1,559 12/31/2023
Smith Anglin Financial LLC20,347$1,533 12/31/2023
     SCHM20,347$1,533 12/31/2023
St. Louis Trust Co20,185$1,520 12/31/2023
     SCHM20,185$1,520 12/31/2023
Crescent Sterling Ltd.20,170$1,519 12/31/2023
     SCHM20,170$1,519 12/31/2023
DB Wealth Management Group LLC20,091$1,513 12/31/2023
     SCHM20,091$1,513 12/31/2023
Smith Moore & CO.20,002$1,488 12/31/2023
     SCHM20,002$1,488 12/31/2023
Bfsg LLC19,741$1,487 12/31/2023
     SCHM19,741$1,487 12/31/2023
Fagan Associates Inc.19,731$1,486 12/31/2023
     SCHM19,731$1,486 12/31/2023
IAG Wealth Partners LLC19,670$1,482 12/31/2023
     SCHM19,670$1,482 12/31/2023
Koesten Hirschmann & Crabtree INC.19,648$1,480 12/31/2023
     SCHM19,648$1,480 12/31/2023
Paulson Wealth Management Inc.19,401$1,461 12/31/2023
     SCHM19,401$1,461 12/31/2023
Integrated Advisors Network LLC19,305$1,454 12/31/2023
     SCHM19,305$1,454 12/31/2023
NorthRock Partners LLC19,297$1,453 12/31/2023
     SCHM19,297$1,453 12/31/2023
Monticello Wealth Management LLC19,041$1,434 12/31/2023
     SCHM19,041$1,434 12/31/2023
Continuum Advisory LLC18,805$1,416 12/31/2023
     SCHM18,805$1,416 12/31/2023
Spire Wealth Management19,086$1,413 12/31/2023
     SCHM19,086$1,413 12/31/2023
Compass Financial Group INC SD18,531$1,396 12/31/2023
     SCHM18,531$1,396 12/31/2023
Edge Capital Group LLC18,517$1,395 12/31/2023
     SCHM18,517$1,395 12/31/2023
Arkansas Financial Group Inc.18,480$1,392 12/31/2023
     SCHM18,480$1,392 12/31/2023
EP Wealth Advisors LLC18,457$1,390 12/31/2023
     SCHM18,457$1,390 12/31/2023
JFS Wealth Advisors LLC18,264$1,376 12/31/2023
     SCHM18,264$1,376 12/31/2023
Capital Planning LLC18,166$1,368 12/31/2023
     SCHM18,166$1,368 12/31/2023
Ironwood Wealth Management LLC.18,111$1,364 12/31/2023
     SCHM18,111$1,364 12/31/2023
Apollon Wealth Management LLC18,059$1,360 12/31/2023
     SCHM18,059$1,360 12/31/2023
Cedar Brook Financial Partners LLC18,364$1,360 12/31/2023
     SCHM18,364$1,360 12/31/2023
Warner Financial Inc.18,003$1,356 12/31/2023
     SCHM18,003$1,356 12/31/2023
Lazard Asset Management LLC17,868$1,345 12/31/2023
     SCHM17,868$1,345 12/31/2023
Prentice Wealth Management LLC17,744$1,336 12/31/2023
     SCHM17,744$1,336 12/31/2023
Bogart Wealth LLC17,710$1,334 12/31/2023
     SCHM17,710$1,334 12/31/2023
Chandler Asset Management Inc.17,663$1,330 12/31/2023
     SCHM17,663$1,330 12/31/2023
LTG Capital LLC17,659$1,330 12/31/2023
     SCHM17,659$1,330 12/31/2023
Oldfather Financial Services LLC17,502$1,318 12/31/2023
     SCHM17,502$1,318 12/31/2023
Arlington Financial Advisors LLC17,480$1,317 12/31/2023
     SCHM17,480$1,317 12/31/2023
Oxford Financial Group Ltd.17,433$1,313 12/31/2023
     SCHM17,433$1,313 12/31/2023
Citadel Advisors LLC $1,312 12/31/2023
     SCHM17,617$1,327 12/31/2023
     Put3,100$233 12/31/2023
     Call2,900$218 12/31/2023
Cambridge Advisors Inc.17,301$1,303 12/31/2023
     SCHM17,301$1,303 12/31/2023
Janney Montgomery Scott LLC17,205$1,296 12/31/2023
     SCHM17,205$1,296 12/31/2023
Panoramic Investment Advisors LLC17,176$1,294 12/31/2023
     SCHM17,176$1,294 12/31/2023
Pennsylvania Capital Management Inc. ADV17,088$1,287 12/31/2023
     SCHM17,088$1,287 12/31/2023
The PNC Financial Services Group Inc.16,588$1,249 12/31/2023
     SCHM16,588$1,249 12/31/2023
Phillips Financial Management LLC16,575$1,248 12/31/2023
     SCHM16,575$1,248 12/31/2023
Ifrah Financial Services Inc.16,513$1,244 12/31/2023
     SCHM16,513$1,244 12/31/2023
Adamsbrown Wealth Consultants LLC16,496$1,242 12/31/2023
     SCHM16,496$1,242 12/31/2023
McAdam LLC16,482$1,241 12/31/2023
     SCHM16,482$1,241 12/31/2023
Prudential Financial Inc.16,451$1,239 12/31/2023
     SCHM16,451$1,239 12/31/2023
Quadrant Capital Group LLC16,418$1,237 12/31/2023
     SCHM16,418$1,237 12/31/2023
FIDELIS iM LLC16,210$1,220 12/31/2023
     SCHM16,210$1,220 12/31/2023
InterOcean Capital Group LLC15,913$1,199 12/31/2023
     SCHM15,913$1,199 12/31/2023
JNB Advisors LLC15,908$1,198 12/31/2023
     SCHM15,908$1,198 12/31/2023
Condor Capital Management15,796$1,190 12/31/2023
     SCHM15,796$1,190 12/31/2023
Benchmark Wealth Management LLC15,648$1,179 12/31/2023
     SCHM15,648$1,179 12/31/2023
ARK & TLK Investments LLC15,587$1,174 12/31/2023
     SCHM15,587$1,174 12/31/2023
Aspiriant LLC15,580$1,173 12/31/2023
     SCHM15,580$1,173 12/31/2023
Donaldson Capital Management LLC15,522$1,169 12/31/2023
     SCHM15,522$1,169 12/31/2023
Ameritas Advisory Services LLC15,306$1,162 12/31/2023
     SCHM15,306$1,162 12/31/2023
Alliancebernstein L.P.15,317$1,154 12/31/2023
     SCHM15,317$1,154 12/31/2023
SYM FINANCIAL Corp15,268$1,150 12/31/2023
     SCHM15,268$1,150 12/31/2023
Naples Global Advisors LLC15,215$1,146 12/31/2023
     SCHM15,215$1,146 12/31/2023
Flagship Harbor Advisors LLC15,076$1,136 12/31/2023
     SCHM15,076$1,136 12/31/2023
Northern Trust Corp15,069$1,135 12/31/2023
     SCHM15,069$1,135 12/31/2023
One Capital Management LLC15,035$1,132 12/31/2023
     SCHM15,035$1,132 12/31/2023
Legacy Bridge LLC15,020$1,131 12/31/2023
     SCHM15,020$1,131 12/31/2023
Wisconsin Capital Management LLC15,000$1,130 12/31/2023
     SCHM15,000$1,130 12/31/2023
StrategIQ Financial Group LLC14,946$1,126 12/31/2023
     SCHM14,946$1,126 12/31/2023
PFG Advisors14,944$1,126 12/31/2023
     SCHM14,944$1,126 12/31/2023
Cedar Wealth Management LLC14,731$1,110 12/31/2023
     SCHM14,731$1,110 12/31/2023
Parsons Capital Management Inc. RI14,626$1,102 12/31/2023
     SCHM14,626$1,102 12/31/2023
Clear Investment Research LLC14,551$1,096 12/31/2023
     SCHM14,551$1,096 12/31/2023
AE Wealth Management LLC14,597$1,094 12/31/2023
     SCHM14,597$1,094 12/31/2023
S.A. Mason LLC14,449$1,088 12/31/2023
     SCHM14,449$1,088 12/31/2023
Putnam FL Investment Management Co.14,408$1,085 12/31/2023
     SCHM14,408$1,085 12/31/2023
Kingsview Wealth Management LLC14,383$1,083 12/31/2023
     SCHM14,383$1,083 12/31/2023
Orca Investment Management LLC14,349$1,081 12/31/2023
     SCHM14,349$1,081 12/31/2023
Goepper Burkhardt LLC14,165$1,075 12/31/2023
     SCHM14,165$1,075 12/31/2023
Altfest L J & Co. Inc.14,239$1,072 12/31/2023
     SCHM14,239$1,072 12/31/2023
Harbour Investments Inc.14,191$1,069 12/31/2023
     SCHM14,191$1,069 12/31/2023
Lowery Thomas LLC14,172$1,067 12/31/2023
     SCHM14,172$1,067 12/31/2023
Koshinski Asset Management Inc.13,985$1,053 12/31/2023
     SCHM13,985$1,053 12/31/2023
FMR LLC13,907$1,047 12/31/2023
     SCHM13,907$1,047 12/31/2023
Sigma Investment Counselors Inc.13,807$1,040 12/31/2023
     SCHM13,807$1,040 12/31/2023
Hilltop Partners LLC13,771$1,037 12/31/2023
     SCHM13,771$1,037 12/31/2023
Planning Capital Management Corp13,690$1,031 12/31/2023
     SCHM13,690$1,031 12/31/2023
Pathstone Holdings LLC13,620$1,026 12/31/2023
     SCHM13,620$1,026 12/31/2023
Pine Valley Investments Ltd Liability Co13,611$1,025 12/31/2023
     SCHM13,611$1,025 12/31/2023
National Asset Management Inc.13,586$1,023 12/31/2023
     SCHM13,586$1,023 12/31/2023
Granite Bay Wealth Management LLC14,551$1,021 12/31/2023
     SCHM14,551$1,021 12/31/2023
Great Waters Wealth Management13,890$1,018 12/31/2023
     SCHM13,890$1,018 12/31/2023
FF Advisors LLC13,206$995 12/31/2023
     SCHM13,206$995 12/31/2023
MCF Advisors LLC13,151$991 12/31/2023
     SCHM13,151$991 12/31/2023
Summit Financial LLC13,136$989 12/31/2023
     SCHM13,136$989 12/31/2023
Thoroughbred Financial Services LLC12,953$975 12/31/2023
     SCHM12,953$975 12/31/2023
Rede Wealth LLC12,924$973 12/31/2023
     SCHM12,924$973 12/31/2023
Kelman Lazarov Inc.12,872$970 12/31/2023
     SCHM12,872$970 12/31/2023
Private Capital Management LLC12,875$970 12/31/2023
     SCHM12,875$970 12/31/2023
Avantax Advisory Services Inc.12,869$969 12/31/2023
     SCHM12,869$969 12/31/2023
Worth Asset Management LLC12,687$956 12/31/2023
     SCHM12,687$956 12/31/2023
Bigelow Investment Advisors LLC12,683$955 12/31/2023
     SCHM12,683$955 12/31/2023
Sawgrass Asset Management LLC12,667$954 12/31/2023
     SCHM12,667$954 12/31/2023
WFA of San Diego LLC13,999$947 09/30/2023
     SCHM13,999$947 09/30/2023
Csenge Advisory Group12,533$944 12/31/2023
     SCHM12,533$944 12/31/2023
Adviser Investments LLC12,516$943 12/31/2023
     SCHM12,516$943 12/31/2023
Atria Wealth Solutions Inc.12,515$943 12/31/2023
     SCHM12,515$943 12/31/2023
Burns Matteson Capital Management LLC12,484$940 12/31/2023
     SCHM12,484$940 12/31/2023
Per Stirling Capital Management LLC.12,429$936 12/31/2023
     SCHM12,429$936 12/31/2023
Lindenwold Advisors12,385$933 12/31/2023
     SCHM12,385$933 12/31/2023
GHP Investment Advisors Inc.12,354$931 12/31/2023
     SCHM12,354$931 12/31/2023
J.W. Cole Advisors Inc.12,226$921 12/31/2023
     SCHM12,226$921 12/31/2023
National Wealth Management Group LLC11,976$902 12/31/2023
     SCHM11,976$902 12/31/2023
Cozad Asset Management Inc.11,913$897 12/31/2023
     SCHM11,913$897 12/31/2023
Pacific Sun Financial Corp11,892$896 12/31/2023
     SCHM11,892$896 12/31/2023
Motive Wealth Advisors11,834$891 12/31/2023
     SCHM11,834$891 12/31/2023
Wealthcare Capital Management LLC11,800$889 12/31/2023
     SCHM11,800$889 12/31/2023
Summit Financial Wealth Advisors LLC11,805$889 12/31/2023
     SCHM11,805$889 12/31/2023
Simon Quick Advisors LLC11,634$876 12/31/2023
     SCHM11,634$876 12/31/2023
AMG National Trust Bank11,550$870 12/31/2023
     SCHM11,550$870 12/31/2023
Parallel Advisors LLC11,492$866 12/31/2023
     SCHM11,492$866 12/31/2023
Diligent Investors LLC11,432$861 12/31/2023
     SCHM11,432$861 12/31/2023
Fiduciary Trust Co.11,300$851 12/31/2023
     SCHM11,300$851 12/31/2023
BlueChip Wealth Advisors LLC11,244$847 12/31/2023
     SCHM11,244$847 12/31/2023
US Bancorp DE11,175$842 12/31/2023
     SCHM11,175$842 12/31/2023
Nwam LLC11,014$830 12/31/2023
     SCHM11,014$830 12/31/2023
Cornerstone Wealth Management LLC10,943$824 12/31/2023
     SCHM10,943$824 12/31/2023
Onyx Bridge Wealth Group LLC10,587$797 12/31/2023
     SCHM10,587$797 12/31/2023
Madison Wealth Partners Inc10,586$797 12/31/2023
     SCHM10,586$797 12/31/2023
Alesco Advisors LLC10,500$791 12/31/2023
     SCHM10,500$791 12/31/2023
Sachetta LLC10,507$791 12/31/2023
     SCHM10,507$791 12/31/2023
Red Mountain Financial LLC10,415$784 12/31/2023
     SCHM10,415$784 12/31/2023
Relyea Zuckerberg Hanson LLC10,399$783 12/31/2023
     SCHM10,399$783 12/31/2023
Greenleaf Trust10,298$776 12/31/2023
     SCHM10,298$776 12/31/2023
Pegasus Asset Management Inc.10,284$775 12/31/2023
     SCHM10,284$775 12/31/2023
CAP Partners LLC10,203$768 12/31/2023
     SCHM10,203$768 12/31/2023
Savvy Advisors Inc.10,149$764 12/31/2023
     SCHM10,149$764 12/31/2023
SOL Capital Management CO10,064$758 12/31/2023
     SCHM10,064$758 12/31/2023
Eudaimonia Partners LLC10,067$758 12/31/2023
     SCHM10,067$758 12/31/2023
Sailer Financial LLC10,004$754 12/31/2023
     SCHM10,004$754 12/31/2023
Values Added Financial LLC9,948$749 12/31/2023
     SCHM9,948$749 12/31/2023
Whelan Financial9,935$748 12/31/2023
     SCHM9,935$748 12/31/2023
Integrated Wealth Concepts LLC9,916$747 12/31/2023
     SCHM9,916$747 12/31/2023
Alpha Cubed Investments LLC9,850$742 12/31/2023
     SCHM9,850$742 12/31/2023
Cynosure Management LLC9,744$734 12/31/2023
     SCHM9,744$734 12/31/2023
Paradigm Financial Partners LLC9,733$733 12/31/2023
     SCHM9,733$733 12/31/2023
Princeton Global Asset Management LLC9,706$731 12/31/2023
     SCHM9,706$731 12/31/2023
Retirement Planning Group9,606$724 12/31/2023
     SCHM9,606$724 12/31/2023
Eley Financial Management Inc9,567$721 12/31/2023
     SCHM9,567$721 12/31/2023
Long Island Wealth Management Inc.9,504$716 12/31/2023
     SCHM9,504$716 12/31/2023
First Hawaiian Bank9,482$714 12/31/2023
     SCHM9,482$714 12/31/2023
Raymond James Trust N.A.9,467$713 12/31/2023
     SCHM9,467$713 12/31/2023
Level Four Advisory Services LLC9,467$713 12/31/2023
     SCHM9,467$713 12/31/2023
SageView Advisory Group LLC9,343$705 12/31/2023
     SCHM9,343$705 12/31/2023
Fort Point Capital Partners LLC9,327$703 12/31/2023
     SCHM9,327$703 12/31/2023
Wilson & Boucher Capital Management LLC9,330$703 12/31/2023
     SCHM9,330$703 12/31/2023
Parkside Financial Bank & Trust9,247$696 12/31/2023
     SCHM9,247$696 12/31/2023
Planning Alternatives Ltd. ADV9,229$695 12/31/2023
     SCHM9,229$695 12/31/2023
Holderness Investments Co.9,230$695 12/31/2023
     SCHM9,230$695 12/31/2023
Armstrong Advisory Group Inc.9,229$695 12/31/2023
     SCHM9,229$695 12/31/2023
Stratos Wealth Advisors LLC9,174$691 12/31/2023
     SCHM9,174$691 12/31/2023
Calamos Advisors LLC9,009$679 12/31/2023
     SCHM9,009$679 12/31/2023
Harfst & Associates Inc.9,003$678 12/31/2023
     SCHM9,003$678 12/31/2023
Kovitz Investment Group Partners LLC9,007$678 12/31/2023
     SCHM9,007$678 12/31/2023
Pegasus Partners Ltd.8,980$676 12/31/2023
     SCHM8,980$676 12/31/2023
Fortitude Advisory Group L.L.C.8,938$673 12/31/2023
     SCHM8,938$673 12/31/2023
Orion Portfolio Solutions LLC8,988$670 12/31/2023
     SCHM8,988$670 12/31/2023
Brighton Jones LLC8,824$665 12/31/2023
     SCHM8,824$665 12/31/2023
Townsend Asset Management Corp NC ADV8,783$662 12/31/2023
     SCHM8,783$662 12/31/2023
FCA Corp TX8,745$659 12/31/2023
     SCHM8,745$659 12/31/2023
Principal Securities Inc.8,675$653 12/31/2023
     SCHM8,675$653 12/31/2023
Continuum Wealth Advisors LLC8,603$648 12/31/2023
     SCHM8,603$648 12/31/2023
Joule Financial LLC8,569$645 12/31/2023
     SCHM8,569$645 12/31/2023
FineMark National Bank & Trust8,556$644 12/31/2023
     SCHM8,556$644 12/31/2023
Cooksen Wealth LLC8,543$643 12/31/2023
     SCHM8,543$643 12/31/2023
Modus Advisors LLC8,520$642 12/31/2023
     SCHM8,520$642 12/31/2023
Colony Group LLC8,424$634 12/31/2023
     SCHM8,424$634 12/31/2023
TrueWealth Advisors LLC8,404$633 12/31/2023
     SCHM8,404$633 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,348$629 12/31/2023
     SCHM8,348$629 12/31/2023
UMB Bank N A MO8,341$628 12/31/2023
     SCHM8,341$628 12/31/2023
Archetype Wealth Partners LLC8,335$628 12/31/2023
     SCHM8,335$628 12/31/2023
YHB Investment Advisors Inc.8,314$626 12/31/2023
     SCHM8,314$626 12/31/2023
Steward Partners Investment Advisory LLC8,266$623 12/31/2023
     SCHM8,266$623 12/31/2023
Private Trust Co. NA8,194$617 12/31/2023
     SCHM8,194$617 12/31/2023
Cooper Haims Advisors LLC8,187$617 12/31/2023
     SCHM8,187$617 12/31/2023
Columbus Macro LLC8,124$612 12/31/2023
     SCHM8,124$612 12/31/2023
Synovus Financial Corp8,073$609 12/31/2023
     SCHM8,073$609 12/31/2023
Selective Wealth Management Inc.8,222$602 12/31/2023
     SCHM8,222$602 12/31/2023
Sage Investment Advisers LLC7,820$589 12/31/2023
     SCHM7,820$589 12/31/2023
Colony Group LLC8,655$586 09/30/2023
     SCHM8,655$586 09/30/2023
Brown Advisory Inc.7,750$584 12/31/2023
     SCHM7,750$584 12/31/2023
LifePlan Financial LLC7,722$582 12/31/2023
     SCHM7,722$582 12/31/2023
Evermay Wealth Management LLC7,718$581 12/31/2023
     SCHM7,718$581 12/31/2023
Ruggaard & Associates LLC7,717$581 12/31/2023
     SCHM7,717$581 12/31/2023
Boyer & Corporon Wealth Management LLC7,702$580 12/31/2023
     SCHM7,702$580 12/31/2023
Delta Financial Group Inc.7,700$580 12/31/2023
     SCHM7,700$580 12/31/2023
MADDEN SECURITIES Corp7,650$576 12/31/2023
     SCHM7,650$576 12/31/2023
Aspen Investment Management Inc7,594$572 12/31/2023
     SCHM7,594$572 12/31/2023
Almanack Investment Partners LLC.7,531$567 12/31/2023
     SCHM7,531$567 12/31/2023
Leverty Financial Group LLC7,491$564 12/31/2023
     SCHM7,491$564 12/31/2023
Flow Traders U.S. LLC7,432$560 12/31/2023
     SCHM7,432$560 12/31/2023
Vicus Capital7,242$545 12/31/2023
     SCHM7,242$545 12/31/2023
CVA Family Office LLC7,214$543 12/31/2023
     SCHM7,214$543 12/31/2023
Grimes & Company Inc.7,073$533 12/31/2023
     SCHM7,073$533 12/31/2023
CIBC Private Wealth Group LLC7,045$531 12/31/2023
     SCHM7,045$531 12/31/2023
Pinkerton Retirement Specialists LLC7,036$530 12/31/2023
     SCHM7,036$530 12/31/2023
Wedmont Private Capital7,102$529 12/31/2023
     SCHM7,102$529 12/31/2023
Old Port Advisors7,655$518 09/30/2023
     SCHM7,655$518 09/30/2023
Oakwell Private Wealth Management LLC6,801$512 12/31/2023
     SCHM6,801$512 12/31/2023
Creegan & Nassoura Financial Group LLC6,780$511 12/31/2023
     SCHM6,780$511 12/31/2023
Hill Island Financial LLC6,778$511 12/31/2023
     SCHM6,778$511 12/31/2023
Garrison Asset Management LLC6,668$502 12/31/2023
     SCHM6,668$502 12/31/2023
Hendershot Investments Inc.6,658$501 12/31/2023
     SCHM6,658$501 12/31/2023
Stordahl Capital Management Inc.6,603$497 12/31/2023
     SCHM6,603$497 12/31/2023
Warren Street Wealth Advisors LLC6,570$495 12/31/2023
     SCHM6,570$495 12/31/2023
Aurora Private Wealth Inc.6,553$494 12/31/2023
     SCHM6,553$494 12/31/2023
Front Row Advisors LLC6,487$489 12/31/2023
     SCHM6,487$489 12/31/2023
Twele Capital Management Inc.6,410$483 12/31/2023
     SCHM6,410$483 12/31/2023
Asset Planning Services Inc. LA ADV6,397$482 12/31/2023
     SCHM6,397$482 12/31/2023
Comerica Bank6,320$476 12/31/2023
     SCHM6,320$476 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,287$474 12/31/2023
     SCHM6,287$474 12/31/2023
Leeward Financial Partners LLC6,277$473 12/31/2023
     SCHM6,277$473 12/31/2023
Regal Investment Advisors LLC6,204$467 12/31/2023
     SCHM6,204$467 12/31/2023
Well Done LLC6,200$467 12/31/2023
     SCHM6,200$467 12/31/2023
Haverford Trust Co.6,180$465 12/31/2023
     SCHM6,180$465 12/31/2023
Mitchell Capital Management Co.6,161$464 12/31/2023
     SCHM6,161$464 12/31/2023
MBE Wealth Management LLC6,093$459 12/31/2023
     SCHM6,093$459 12/31/2023
Curtis Advisory Group LLC6,022$454 12/31/2023
     SCHM6,022$454 12/31/2023
Financial Counselors Inc.5,980$450 12/31/2023
     SCHM5,980$450 12/31/2023
Brogan Financial Inc.5,970$450 12/31/2023
     SCHM5,970$450 12/31/2023
Pachira Investments Inc.5,919$446 12/31/2023
     SCHM5,919$446 12/31/2023
Comerica Securities Inc.6,558$444 09/30/2023
     SCHM6,558$444 09/30/2023
Reitz Capital Advisors LLC5,817$438 12/31/2023
     SCHM5,817$438 12/31/2023
Buckingham Strategic Partners5,820$438 12/31/2023
     SCHM5,820$438 12/31/2023
Castle Wealth Management LLC5,796$437 12/31/2023
     SCHM5,796$437 12/31/2023
Johnson Financial Group Inc.5,795$436 12/31/2023
     SCHM5,795$436 12/31/2023
Continental Investors Services Inc.5,770$435 12/31/2023
     SCHM5,770$435 12/31/2023
Independent Advisor Alliance5,712$430 12/31/2023
     SCHM5,712$430 12/31/2023
Heritage Trust Co5,700$429 12/31/2023
     SCHM5,700$429 12/31/2023
CAPROCK Group Inc.5,667$427 12/31/2023
     SCHM5,667$427 12/31/2023
Carnegie Capital Asset Management LLC5,597$422 12/31/2023
     SCHM5,597$422 12/31/2023
Aspire Capital Advisors LLC5,427$409 12/31/2023
     SCHM5,427$409 12/31/2023
D. B. Root & Company LLC5,396$406 12/31/2023
     SCHM5,396$406 12/31/2023
Hamilton Capital LLC5,366$404 12/31/2023
     SCHM5,366$404 12/31/2023
EWA LLC5,390$404 12/31/2023
     SCHM5,390$404 12/31/2023
Tilia Fiduciary Partners Inc.5,356$403 12/31/2023
     SCHM5,356$403 12/31/2023
M&T Bank Corp5,287$398 12/31/2023
     SCHM5,287$398 12/31/2023
Bouchey Financial Group Ltd5,248$395 12/31/2023
     SCHM5,248$395 12/31/2023
Argent Capital Management LLC5,234$394 12/31/2023
     SCHM5,234$394 12/31/2023
Triton Wealth Management PLLC5,388$394 12/31/2023
     SCHM5,388$394 12/31/2023
Kestra Private Wealth Services LLC5,170$389 12/31/2023
     SCHM5,170$389 12/31/2023
Patriot Financial Group Insurance Agency LLC5,163$389 12/31/2023
     SCHM5,163$389 12/31/2023
Country Club Bank GFN5,076$386 12/31/2023
     SCHM5,076$386 12/31/2023
White Knight Strategic Wealth Advisors LLC5,112$385 12/31/2023
     SCHM5,112$385 12/31/2023
Blair William & Co. IL5,072$382 12/31/2023
     SCHM5,072$382 12/31/2023
Mendel Capital Management LLC5,059$381 12/31/2023
     SCHM5,059$381 12/31/2023
Cullen Frost Bankers Inc.5,033$379 12/31/2023
     SCHM5,033$379 12/31/2023
Praetorian Wealth Management Inc.5,032$379 12/31/2023
     SCHM5,032$379 12/31/2023
Acropolis Investment Management LLC4,999$377 12/31/2023
     SCHM4,999$377 12/31/2023
Options Solutions LLC5,000$377 12/31/2023
     SCHM5,000$377 12/31/2023
Williams Financial LLC5,002$377 12/31/2023
     SCHM5,002$377 12/31/2023
Sigma Planning Corp4,989$376 12/31/2023
     SCHM4,989$376 12/31/2023
Rock Point Advisors LLC4,970$374 12/31/2023
     SCHM4,970$374 12/31/2023
West Paces Advisors Inc.4,900$369 12/31/2023
     SCHM4,900$369 12/31/2023
Plancorp LLC4,844$365 12/31/2023
     SCHM4,844$365 12/31/2023
Greenwood Gearhart Inc.4,822$363 12/31/2023
     SCHM4,822$363 12/31/2023
Peak Asset Management LLC4,785$360 12/31/2023
     SCHM4,785$360 12/31/2023
PFG Investments LLC4,764$359 12/31/2023
     SCHM4,764$359 12/31/2023
Patton Albertson Miller Group LLC4,721$356 12/31/2023
     SCHM4,721$356 12/31/2023
Watershed Private Wealth LLC4,644$350 12/31/2023
     SCHM4,644$350 12/31/2023
Marietta Investment Partners LLC4,620$348 12/31/2023
     SCHM4,620$348 12/31/2023
NBT Bank N A NY4,588$346 12/31/2023
     SCHM4,588$346 12/31/2023
Guardian Wealth Advisors LLC4,575$345 12/31/2023
     SCHM4,575$345 12/31/2023
Glass Jacobson Investment Advisors llc4,568$344 12/31/2023
     SCHM4,568$344 12/31/2023
Pinnacle Financial Partners Inc.4,553$343 12/31/2023
     SCHM4,553$343 12/31/2023
MeadowBrook Investment Advisors LLC4,548$343 12/31/2023
     SCHM4,548$343 12/31/2023
Prospera Financial Services Inc4,540$342 12/31/2023
     SCHM4,540$342 12/31/2023
Mirador Capital Partners LP4,538$342 12/31/2023
     SCHM4,538$342 12/31/2023
International Assets Investment Management LLC4,519$340 12/31/2023
     SCHM4,519$340 12/31/2023
Simplicity Wealth LLC4,495$339 12/31/2023
     SCHM4,495$339 12/31/2023
Empower Advisory Group LLC4,507$339 12/31/2023
     SCHM4,507$339 12/31/2023
Appleton Partners Inc. MA4,488$338 12/31/2023
     SCHM4,488$338 12/31/2023
Fingerlakes Wealth Management Inc.4,484$338 12/31/2023
     SCHM4,484$338 12/31/2023
RBA Wealth Management LLC4,462$336 12/31/2023
     SCHM4,462$336 12/31/2023
Visionary Wealth Advisors4,450$335 12/31/2023
     SCHM4,450$335 12/31/2023
Frank Rimerman Advisors LLC4,378$330 12/31/2023
     SCHM4,378$330 12/31/2023
Pathstone Family Office LLC4,860$329 09/30/2023
     SCHM4,860$329 09/30/2023
STA Wealth Management LLC4,359$328 12/31/2023
     SCHM4,359$328 12/31/2023
Prestige Wealth Management Group LLC4,359$328 12/31/2023
     SCHM4,359$328 12/31/2023
Mitchell Sinkler & Starr PA4,335$327 12/31/2023
     SCHM4,335$327 12/31/2023
Harbour Capital Advisors LLC4,431$325 12/31/2023
     SCHM4,431$325 12/31/2023
AdvisorNet Financial Inc4,305$324 12/31/2023
     SCHM4,305$324 12/31/2023
Lederer & Associates Investment Counsel CA4,251$320 12/31/2023
     SCHM4,251$320 12/31/2023
Fortune Financial Advisors LLC4,254$320 12/31/2023
     SCHM4,254$320 12/31/2023
Telemus Capital LLC4,214$317 12/31/2023
     SCHM4,214$317 12/31/2023
Huntington National Bank4,197$316 12/31/2023
     SCHM4,197$316 12/31/2023
Busey Wealth Management4,145$312 12/31/2023
     SCHM4,145$312 12/31/2023
Stockman Wealth Management Inc.4,121$310 12/31/2023
     SCHM4,121$310 12/31/2023
Firestone Capital Management4,117$310 12/31/2023
     SCHM4,117$310 12/31/2023
Heirloom Wealth Management4,112$310 12/31/2023
     SCHM4,112$310 12/31/2023
Headinvest LLC4,070$307 12/31/2023
     SCHM4,070$307 12/31/2023
Capital Investment Advisory Services LLC4,055$305 12/31/2023
     SCHM4,055$305 12/31/2023
Pinnacle Bank4,047$305 12/31/2023
     SCHM4,047$305 12/31/2023
Harbour Investment Management LLC4,040$304 12/31/2023
     SCHM4,040$304 12/31/2023
BIP Wealth LLC4,036$304 12/31/2023
     SCHM4,036$304 12/31/2023
Keystone Wealth Services LLC4,037$304 12/31/2023
     SCHM4,037$304 12/31/2023
Tenret Co LLC4,002$301 12/31/2023
     SCHM4,002$301 12/31/2023
Albion Financial Group UT3,987$300 12/31/2023
     SCHM3,987$300 12/31/2023
Total Wealth Planning LLC3,964$299 12/31/2023
     SCHM3,964$299 12/31/2023
JustInvest LLC3,962$298 12/31/2023
     SCHM3,962$298 12/31/2023
Armbruster Capital Management Inc.3,940$297 12/31/2023
     SCHM3,940$297 12/31/2023
American Trust3,941$297 12/31/2023
     SCHM3,941$297 12/31/2023
Penobscot Investment Management Company Inc.3,880$292 12/31/2023
     SCHM3,880$292 12/31/2023
Raub Brock Capital Management LP3,876$292 12/31/2023
     SCHM3,876$292 12/31/2023
Regions Financial Corp3,834$289 12/31/2023
     SCHM3,834$289 12/31/2023
FinDec Wealth Services Inc.3,835$289 12/31/2023
     SCHM3,835$289 12/31/2023
Goldstein Advisors LLC3,833$289 12/31/2023
     SCHM3,833$289 12/31/2023
Kaizen Financial Strategies3,821$288 12/31/2023
     SCHM3,821$288 12/31/2023
West Coast Financial LLC3,800$286 12/31/2023
     SCHM3,800$286 12/31/2023
O Shaughnessy Asset Management LLC3,769$284 12/31/2023
     SCHM3,769$284 12/31/2023
Strategic Investment Solutions Inc. IL3,753$283 12/31/2023
     SCHM3,753$283 12/31/2023
Resurgent Financial Advisors LLC3,750$282 12/31/2023
     SCHM3,750$282 12/31/2023
Bank of New York Mellon Corp3,696$278 12/31/2023
     SCHM3,696$278 12/31/2023
RFG Advisory LLC3,655$275 12/31/2023
     SCHM3,655$275 12/31/2023
Verdence Capital Advisors LLC3,625$273 12/31/2023
     SCHM3,625$273 12/31/2023
Lowell Blake & Associates Inc.4,001$271 09/30/2023
     SCHM4,001$271 09/30/2023
Unique Wealth LLC3,578$269 12/31/2023
     SCHM3,578$269 12/31/2023
Zacks Investment Management3,530$266 12/31/2023
     SCHM3,530$266 12/31/2023
Clarity Capital Advisors LLC3,447$260 12/31/2023
     SCHM3,447$260 12/31/2023
Ascension Capital Advisors Inc.3,443$259 12/31/2023
     SCHM3,443$259 12/31/2023
Sandy Spring Bank3,431$258 12/31/2023
     SCHM3,431$258 12/31/2023
Capital Advisors Ltd. LLC3,420$258 12/31/2023
     SCHM3,420$258 12/31/2023
Palisade Asset Management LLC3,404$256 12/31/2023
     SCHM3,404$256 12/31/2023
WoodTrust Financial Corp3,380$255 12/31/2023
     SCHM3,380$255 12/31/2023
Optimum Investment Advisors3,356$253 12/31/2023
     SCHM3,356$253 12/31/2023
Ancora Advisors LLC3,348$252 12/31/2023
     SCHM3,348$252 12/31/2023
Mission Creek Capital Partners Inc.3,338$251 12/31/2023
     SCHM3,338$251 12/31/2023
MY Purposeful Wealth CORP.3,314$250 12/31/2023
     SCHM3,314$250 12/31/2023
Holistic Planning LLC3,317$250 12/31/2023
     SCHM3,317$250 12/31/2023
National Bank of Canada FI3,505$248 12/31/2023
     SCHM3,505$248 12/31/2023
Ledge Wealth Management Inc.3,286$248 12/31/2023
     SCHM3,286$248 12/31/2023
Gainplan LLC3,275$247 12/31/2023
     SCHM3,275$247 12/31/2023
OLD National Bancorp IN3,171$239 12/31/2023
     SCHM3,171$239 12/31/2023
Betterment LLC3,128$236 12/31/2023
     SCHM3,128$236 12/31/2023
Centaurus Financial Inc.3,122$235 12/31/2023
     SCHM3,122$235 12/31/2023
Apeiron RIA LLC3,108$234 12/31/2023
     SCHM3,108$234 12/31/2023
Clifford Swan Investment Counsel LLC3,097$233 12/31/2023
     SCHM3,097$233 12/31/2023
AWM Capital LLC3,084$232 12/31/2023
     SCHM3,084$232 12/31/2023
TrinityPoint Wealth LLC3,048$230 12/31/2023
     SCHM3,048$230 12/31/2023
Smart Portfolios LLC3,070$229 12/31/2023
     SCHM3,070$229 12/31/2023
Gray Wealth Management Inc.3,035$229 12/31/2023
     SCHM3,035$229 12/31/2023
First National Bank of Mount Dora Trust Investment Services3,000$226 12/31/2023
     SCHM3,000$226 12/31/2023
Hengehold Capital Management LLC2,967$223 12/31/2023
     SCHM2,967$223 12/31/2023
Anderson Fisher LLC2,936$221 12/31/2023
     SCHM2,936$221 12/31/2023
Bank of Montreal Can2,895$220 12/31/2023
     SCHM2,895$220 12/31/2023
Thrive Wealth Management LLC2,871$216 12/31/2023
     SCHM2,871$216 12/31/2023
Revisor Wealth Management LLC2,861$215 12/31/2023
     SCHM2,861$215 12/31/2023
Hartline Investment Corp2,839$214 12/31/2023
     SCHM2,839$214 12/31/2023
Townsquare Capital LLC2,835$214 12/31/2023
     SCHM2,835$214 12/31/2023
Ballast Advisors LLC2,833$213 12/31/2023
     SCHM2,833$213 12/31/2023
BKD Wealth Advisors LLC2,807$211 12/31/2023
     SCHM2,807$211 12/31/2023
Liberty Capital Management Inc.2,800$211 12/31/2023
     SCHM2,800$211 12/31/2023
Walkner Condon Financial Advisors LLC2,774$209 12/31/2023
     SCHM2,774$209 12/31/2023
American Financial Advisors LLC2,757$208 12/31/2023
     SCHM2,757$208 12/31/2023
First Citizens Bank & Trust Co.2,744$207 12/31/2023
     SCHM2,744$207 12/31/2023
Three Bridge Wealth Advisors LLC2,748$207 12/31/2023
     SCHM2,748$207 12/31/2023
Wall Street Access Asset Management LLC2,725$205 12/31/2023
     SCHM2,725$205 12/31/2023
Waterloo Capital L.P.2,707$204 12/31/2023
     SCHM2,707$204 12/31/2023
Next Capital Management LLC2,694$203 12/31/2023
     SCHM2,694$203 12/31/2023
Shaker Investments LLC OH2,683$202 12/31/2023
     SCHM2,683$202 12/31/2023
Beacon Financial Group2,678$202 12/31/2023
     SCHM2,678$202 12/31/2023
Aptus Capital Advisors LLC2,673$201 12/31/2023
     SCHM2,673$201 12/31/2023
Financial Management Network Inc.2,734$201 12/31/2023
     SCHM2,734$201 12/31/2023
Valtinson Bruner Financial Planning LLC2,657$200 12/31/2023
     SCHM2,657$200 12/31/2023
Family Management Corp2,632$198 12/31/2023
     SCHM2,632$198 12/31/2023
Rockbridge Investment Management LCC2,522$190 12/31/2023
     SCHM2,522$190 12/31/2023
Tower Research Capital LLC TRC 2,508$189 12/31/2023
     SCHM2,508$189 12/31/2023
SOA Wealth Advisors LLC.2,447$184 12/31/2023
     SCHM2,447$184 12/31/2023
DecisionPoint Financial LLC2,435$183 12/31/2023
     SCHM2,435$183 12/31/2023
Farther Finance Advisors LLC2,362$178 12/31/2023
     SCHM2,362$178 12/31/2023
Avion Wealth2,347$177 12/31/2023
     SCHM2,347$177 12/31/2023
Montag A & Associates Inc.2,214$167 12/31/2023
     SCHM2,214$167 12/31/2023
Morris Financial Concepts Inc.2,204$166 12/31/2023
     SCHM2,204$166 12/31/2023
Guardian Wealth Advisors LLC NC2,070$156 12/31/2023
     SCHM2,070$156 12/31/2023
Pflug Koory LLC1,904$143 12/31/2023
     SCHM1,904$143 12/31/2023
Duncker Streett & Co. Inc.1,809$136 12/31/2023
     SCHM1,809$136 12/31/2023
Ritter Daniher Financial Advisory LLC DE1,753$132 12/31/2023
     SCHM1,753$132 12/31/2023
NWK Group Inc.1,743$131 12/31/2023
     SCHM1,743$131 12/31/2023
Bank of New Hampshire1,705$128 12/31/2023
     SCHM1,705$128 12/31/2023
Davis Capital Management1,666$125 12/31/2023
     SCHM1,666$125 12/31/2023
Thompson Siegel & Walmsley LLC1,651$124 12/31/2023
     SCHM1,651$124 12/31/2023
Gradient Investments LLC1,606$121 12/31/2023
     SCHM1,606$121 12/31/2023
Robbins Farley LLC1,610$121 12/31/2023
     SCHM1,610$121 12/31/2023
Key Financial Inc1,548$117 12/31/2023
     SCHM1,548$117 12/31/2023
Assetmark Inc.1,546$116 12/31/2023
     SCHM1,546$116 12/31/2023
Fairman Group LLC1,527$115 12/31/2023
     SCHM1,527$115 12/31/2023
Evolution Advisers Inc.1,397$105 12/31/2023
     SCHM1,397$105 12/31/2023
Signaturefd LLC1,364$103 12/31/2023
     SCHM1,364$103 12/31/2023
FinTrust Capital Advisors LLC1,335$101 12/31/2023
     SCHM1,335$101 12/31/2023
ORG Partners LLC1,290$97 12/31/2023
     SCHM1,290$97 12/31/2023
First Community Trust NA1,275$96 12/31/2023
     SCHM1,275$96 12/31/2023
Oakworth Capital Inc.1,211$91 12/31/2023
     SCHM1,211$91 12/31/2023
Biltmore Family Office LLC1,201$90 12/31/2023
     SCHM1,201$90 12/31/2023
Benjamin Edwards Inc.1,153$87 12/31/2023
     SCHM1,153$87 12/31/2023
Investors Research Corp1,108$83 12/31/2023
     SCHM1,108$83 12/31/2023
BOKF NA1,094$82 12/31/2023
     SCHM1,094$82 12/31/2023
Operose Advisors LLC1,071$81 12/31/2023
     SCHM1,071$81 12/31/2023
Oak Harbor Wealth Partners LLC1,036$78 12/31/2023
     SCHM1,036$78 12/31/2023
Payden & Rygel Investment Group1,130$77 09/30/2023
     SCHM1,130$77 09/30/2023
Grove Bank & Trust1,010$76 12/31/2023
     SCHM1,010$76 12/31/2023
Coston McIsaac & Partners1,020$76 12/31/2023
     SCHM1,020$76 12/31/2023
Asset Dedication LLC963$72 12/31/2023
     SCHM963$72 12/31/2023
Morton Brown Family Wealth LLC960$72 12/31/2023
     SCHM960$72 12/31/2023
Ronald Blue Trust Inc.938$71 12/31/2023
     SCHM938$71 12/31/2023
Impact Partnership Wealth LLC928$70 12/31/2023
     SCHM928$70 12/31/2023
Retirement Group LLC918$69 12/31/2023
     SCHM918$69 12/31/2023
Addison Advisors LLC894$67 12/31/2023
     SCHM894$67 12/31/2023
Macroview Investment Management LLC876$66 12/31/2023
     SCHM876$66 12/31/2023
Castleview Partners LLC846$64 12/31/2023
     SCHM846$64 12/31/2023
Stephens Consulting LLC843$63 12/31/2023
     SCHM843$63 12/31/2023
Motco800$60 12/31/2023
     SCHM800$60 12/31/2023
Glassman Wealth Services803$60 12/31/2023
     SCHM803$60 12/31/2023
Hoese & Co LLP800$56 12/31/2023
     SCHM800$56 12/31/2023
Advanced Asset Management Advisors Inc732$55 12/31/2023
     SCHM732$55 12/31/2023
Lowe Wealth Advisors LLC708$53 12/31/2023
     SCHM708$53 12/31/2023
Contravisory Investment Management Inc.676$51 12/31/2023
     SCHM676$51 12/31/2023
Providence Capital Advisors LLC640$48 12/31/2023
     SCHM640$48 12/31/2023
AlphaCore Capital LLC609$46 12/31/2023
     SCHM609$46 12/31/2023
Private Ocean LLC599$45 12/31/2023
     SCHM599$45 12/31/2023
Global Wealth Strategies & Associates574$43 12/31/2023
     SCHM574$43 12/31/2023
Jackson Hole Capital Partners LLC550$41 12/31/2023
     SCHM550$41 12/31/2023
Kathleen S. Wright Associates Inc.539$41 12/31/2023
     SCHM539$41 12/31/2023
North Star Investment Management Corp.519$39 12/31/2023
     SCHM519$39 12/31/2023
Mascoma Wealth Management LLC522$39 12/31/2023
     SCHM522$39 12/31/2023
Geneos Wealth Management Inc.520$39 12/31/2023
     SCHM520$39 12/31/2023
Indiana Trust & Investment Management CO510$38 12/31/2023
     SCHM510$38 12/31/2023
Guardian Wealth Management Inc.509$38 12/31/2023
     SCHM509$38 12/31/2023
Fifth Third Bancorp485$37 12/31/2023
     SCHM485$37 12/31/2023
Howe & Rusling Inc.432$33 12/31/2023
     SCHM432$33 12/31/2023
Citigroup Inc.431$32 12/31/2023
     SCHM431$32 12/31/2023
Advisory Services Network LLC421$32 12/31/2023
     SCHM421$32 12/31/2023
Gables Capital Management Inc.392$30 12/31/2023
     SCHM392$30 12/31/2023
Blume Capital Management Inc.350$26 12/31/2023
     SCHM350$26 12/31/2023
Harbor Investment Advisory LLC327$25 12/31/2023
     SCHM327$25 12/31/2023
Truvestments Capital LLC328$25 12/31/2023
     SCHM328$25 12/31/2023
EPG Wealth Management LLC331$25 12/31/2023
     SCHM331$25 12/31/2023
HM Payson & Co.299$23 12/31/2023
     SCHM299$23 12/31/2023
Brown Brothers Harriman & Co.290$22 12/31/2023
     SCHM290$22 12/31/2023
Column Capital Advisors LLC318$22 09/30/2023
     SCHM318$22 09/30/2023
WASHINGTON TRUST Co271$20 12/31/2023
     SCHM271$20 12/31/2023
Coppell Advisory Solutions LLC272$20 12/31/2023
     SCHM272$20 12/31/2023
Silicon Valley Capital Partners249$19 12/31/2023
     SCHM249$19 12/31/2023
McClarren Financial Advisors Inc.246$19 12/31/2023
     SCHM246$19 12/31/2023
NBC Securities Inc.251$18 12/31/2023
     SCHM251$18 12/31/2023
Atlantic Trust LLC241$18 12/31/2023
     SCHM241$18 12/31/2023
Hazlett Burt & Watson Inc.206$16 12/31/2023
     SCHM206$16 12/31/2023
Hallmark Capital Management Inc.219$16 12/31/2023
     SCHM219$16 12/31/2023
Main Street Group LTD209$16 12/31/2023
     SCHM209$16 12/31/2023
Nalls Sherbakoff Group LLC239$16 09/30/2023
     SCHM239$16 09/30/2023
Hollencrest Capital Management197$15 12/31/2023
     SCHM197$15 12/31/2023
Cutler Group LP $15 12/31/2023
     SCHM200$15 12/31/2023
     Call300$0 12/31/2023
EverSource Wealth Advisors LLC195$15 12/31/2023
     SCHM195$15 12/31/2023
ICA Group Wealth Management LLC200$15 12/31/2023
     SCHM200$15 12/31/2023
Qube Research & Technologies Ltd180$14 12/31/2023
     SCHM180$14 12/31/2023
Tucker Asset Management LLC183$14 12/31/2023
     SCHM183$14 12/31/2023
Householder Group Estate & Retirement Specialist LLC188$14 12/31/2023
     SCHM188$14 12/31/2023
M&R Capital Management Inc.176$13 12/31/2023
     SCHM176$13 12/31/2023
BOK Financial Private Wealth Inc.166$13 12/31/2023
     SCHM166$13 12/31/2023
Life Planning Partners Inc173$13 12/31/2023
     SCHM173$13 12/31/2023
JDM Financial Group LLC160$12 12/31/2023
     SCHM160$12 12/31/2023
Richardson Capital Management LLC147$11 12/31/2023
     SCHM147$11 12/31/2023
McIlrath & Eck LLC132$10 12/31/2023
     SCHM132$10 12/31/2023
Tennessee Valley Asset Management Partners128$10 12/31/2023
     SCHM128$10 12/31/2023
Atlantic Edge Private Wealth Management LLC131$10 12/31/2023
     SCHM131$10 12/31/2023
Horrell Capital Management Inc.120$9 12/31/2023
     SCHM120$9 12/31/2023
First Horizon Advisors Inc.113$9 12/31/2023
     SCHM113$9 12/31/2023
SRS Capital Advisors Inc.111$8 12/31/2023
     SCHM111$8 12/31/2023
Salomon & Ludwin LLC103$8 12/31/2023
     SCHM103$8 12/31/2023
Rise Advisors LLC100$8 12/31/2023
     SCHM100$8 12/31/2023
Atticus Wealth Management LLC99$7 12/31/2023
     SCHM99$7 12/31/2023
Institutional & Family Asset Management LLC72$5 12/31/2023
     SCHM72$5 12/31/2023
Gs Investments Inc.70$5 12/31/2023
     SCHM70$5 12/31/2023
Peachtree Investment Partners LLC72$5 12/31/2023
     SCHM72$5 12/31/2023
Bellevue Asset Management LLC68$5 12/31/2023
     SCHM68$5 12/31/2023
Atlantic Private Wealth LLC71$5 12/31/2023
     SCHM71$5 12/31/2023
Cornerstone Planning Group LLC53$4 12/31/2023
     SCHM53$4 12/31/2023
Emfo LLC59$4 12/31/2023
     SCHM59$4 12/31/2023
Sound Income Strategies LLC43$3 12/31/2023
     SCHM43$3 12/31/2023
Bruce G. Allen Investments LLC46$3 12/31/2023
     SCHM46$3 12/31/2023
Caitlin John LLC38$3 12/31/2023
     SCHM38$3 12/31/2023
Evensky & Katz LLC23$2 12/31/2023
     SCHM23$2 12/31/2023
Russell Investments Group Ltd.26$2 12/31/2023
     SCHM26$2 12/31/2023
VisionPoint Advisory Group LLC30$2 12/31/2023
     SCHM30$2 12/31/2023
Archer Investment Corp20$2 12/31/2023
     SCHM20$2 12/31/2023
Hanson & Doremus Investment Management18$1 12/31/2023
     SCHM18$1 12/31/2023
NewSquare Capital LLC12$1 12/31/2023
     SCHM12$1 12/31/2023
JNBA Financial Advisors14$1 12/31/2023
     SCHM14$1 12/31/2023
GPS Wealth Strategies Group LLC10$1 12/31/2023
     SCHM10$1 12/31/2023
Valued Wealth Advisors LLC10$1 12/31/2023
     SCHM10$1 12/31/2023
First Manhattan Co.5$0 12/31/2023
     SCHM5$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     SCHM0$0 12/31/2023
BNP Paribas Arbitrage SA6$0 12/31/2023
     SCHM6$0 12/31/2023
APCM Wealth Management for Individuals3$0 12/31/2023
     SCHM3$0 12/31/2023
Able Wealth Management LLC3$0 12/31/2023
     SCHM3$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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