 |
|
|
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 823 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 | 2,140,092 | $174,268 | 03/31/2024 | | SCHM | 2,140,092 | $174,268 | 03/31/2024 | | 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 | 1,347,894 | $109,759 | 03/31/2024 | | SCHM | 1,347,894 | $109,759 | 03/31/2024 | | Fragasso Group Inc. | 960,390 | $78,205 | 03/31/2024 | | SCHM | 960,390 | $78,205 | 03/31/2024 | | JMG Financial Group Ltd. | 1,003,645 | $75,595 | 12/31/2023 | | SCHM | 1,003,645 | $75,595 | 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 | | Raymond James Financial Services Advisors Inc. | 635,152 | $51,720 | 03/31/2024 | | SCHM | 635,152 | $51,720 | 03/31/2024 | | Mariner LLC | 678,733 | $51,122 | 12/31/2023 | | SCHM | 678,733 | $51,122 | 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 | | BLB&B Advisors LLC | 536,952 | $43,724 | 03/31/2024 | | SCHM | 536,952 | $43,724 | 03/31/2024 | | Beacon Pointe Advisors LLC | 571,417 | $43,039 | 12/31/2023 | | SCHM | 571,417 | $43,039 | 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 | 465,248 | $37,885 | 03/31/2024 | | SCHM | 465,248 | $37,885 | 03/31/2024 | | 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 | | Advocacy Wealth Management Services LLC | 403,274 | $32,839 | 03/31/2024 | | SCHM | 403,274 | $32,839 | 03/31/2024 | | Moisand Fitzgerald Tamayo LLC | 377,757 | $30,761 | 03/31/2024 | | SCHM | 377,757 | $30,761 | 03/31/2024 | | DAVENPORT & Co LLC | 391,936 | $29,521 | 12/31/2023 | | SCHM | 391,936 | $29,521 | 12/31/2023 | | Buckingham Capital Management Inc. | 360,250 | $29,335 | 03/31/2024 | | SCHM | 360,250 | $29,335 | 03/31/2024 | | 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 | | Elwood & Goetz Wealth Advisory Group LLC | 311,913 | $25,399 | 03/31/2024 | | SCHM | 311,913 | $25,399 | 03/31/2024 | | 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 | | Manchester Financial Inc. | 299,023 | $24,349 | 03/31/2024 | | SCHM | 299,023 | $24,349 | 03/31/2024 | | Noble Family Wealth LLC | 296,259 | $24,124 | 03/31/2024 | | SCHM | 296,259 | $24,124 | 03/31/2024 | | Mokosak Advisory Group LLC | 314,229 | $23,667 | 12/31/2023 | | SCHM | 314,229 | $23,667 | 12/31/2023 | | Exencial Wealth Advisors LLC | 303,421 | $22,854 | 12/31/2023 | | SCHM | 303,421 | $22,854 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 263,711 | $21,474 | 03/31/2024 | | SCHM | 263,711 | $21,474 | 03/31/2024 | | HBK Sorce Advisory LLC | 276,158 | $20,800 | 12/31/2023 | | SCHM | 276,158 | $20,800 | 12/31/2023 | | Salem Investment Counselors Inc. | 250,866 | $20,428 | 03/31/2024 | | SCHM | 250,866 | $20,428 | 03/31/2024 | | 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 | | Northeast Financial Group Inc. | 233,997 | $19,054 | 03/31/2024 | | SCHM | 233,997 | $19,054 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 231,578 | $18,857 | 03/31/2024 | | SCHM | 231,578 | $18,857 | 03/31/2024 | | Newton One Investments LLC | 231,078 | $18,817 | 03/31/2024 | | SCHM | 231,078 | $18,817 | 03/31/2024 | | Trust Point Inc. | 216,113 | $17,598 | 03/31/2024 | | SCHM | 216,113 | $17,598 | 03/31/2024 | | CI Private Wealth LLC | 231,075 | $17,405 | 12/31/2023 | | SCHM | 231,075 | $17,405 | 12/31/2023 | | Tradewinds Capital Management LLC | 212,905 | $17,337 | 03/31/2024 | | SCHM | 212,905 | $17,337 | 03/31/2024 | | Bangor Savings Bank | 212,468 | $17,301 | 03/31/2024 | | SCHM | 212,468 | $17,301 | 03/31/2024 | | Commonwealth Equity Services LLC | 225,298 | $16,970 | 12/31/2023 | | SCHM | 225,298 | $16,970 | 12/31/2023 | | Simplicity Wealth LLC | 205,317 | $16,719 | 03/31/2024 | | SCHM | 205,317 | $16,719 | 03/31/2024 | | Jones Financial Companies Lllp | 216,743 | $16,325 | 12/31/2023 | | SCHM | 216,743 | $16,325 | 12/31/2023 | | Marshall Financial Group Inc. ADV | 207,761 | $15,649 | 12/31/2023 | | SCHM | 207,761 | $15,649 | 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 | | Curbstone Financial Management Corp | 183,677 | $14,957 | 03/31/2024 | | SCHM | 183,677 | $14,957 | 03/31/2024 | | 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 | | Raymond James & Associates | 177,019 | $14,415 | 03/31/2024 | | SCHM | 177,019 | $14,415 | 03/31/2024 | | 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 | | Chicago Partners Investment Group LLC | 179,860 | $13,900 | 03/31/2024 | | SCHM | 179,860 | $13,900 | 03/31/2024 | | Harbor Group Inc. | 166,767 | $13,580 | 03/31/2024 | | SCHM | 166,767 | $13,580 | 03/31/2024 | | Richardson Capital Management LLC | 166,660 | $13,571 | 03/31/2024 | | SCHM | 166,660 | $13,571 | 03/31/2024 | | Financial Advisory Service Inc. | 178,151 | $13,418 | 12/31/2023 | | SCHM | 178,151 | $13,418 | 12/31/2023 | | Triangle Securities Wealth Management | 163,091 | $13,280 | 03/31/2024 | | SCHM | 163,091 | $13,280 | 03/31/2024 | | Omega Financial Group LLC | 161,977 | $13,190 | 03/31/2024 | | SCHM | 161,977 | $13,190 | 03/31/2024 | | Moneywise Inc. | 161,577 | $13,157 | 03/31/2024 | | SCHM | 161,577 | $13,157 | 03/31/2024 | | Focus Financial Network Inc. | 173,649 | $13,145 | 03/31/2024 | | SCHM | 173,649 | $13,145 | 03/31/2024 | | Focus Financial Network Inc. ADV | 170,868 | $12,870 | 12/31/2023 | | SCHM | 170,868 | $12,870 | 12/31/2023 | | First National Corp MA ADV | 169,038 | $12,732 | 03/31/2024 | | SCHM | 169,038 | $12,732 | 03/31/2024 | | 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 | | Goldman Sachs Group Inc. | 165,934 | $12,498 | 12/31/2023 | | SCHM | 165,934 | $12,498 | 12/31/2023 | | Leavell Investment Management Inc. | 153,253 | $12,479 | 03/31/2024 | | SCHM | 153,253 | $12,479 | 03/31/2024 | | Pittenger & Anderson Inc. | 164,404 | $12,383 | 12/31/2023 | | SCHM | 164,404 | $12,383 | 12/31/2023 | | Kohmann Bosshard Financial Services LLC | 150,331 | $12,241 | 03/31/2024 | | SCHM | 150,331 | $12,241 | 03/31/2024 | | Valley National Advisers Inc. | 149,432 | $12,167 | 03/31/2024 | | SCHM | 149,432 | $12,167 | 03/31/2024 | | 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 | | Advisor Group Holdings Inc. | 158,907 | $11,970 | 12/31/2023 | | SCHM | 158,907 | $11,970 | 12/31/2023 | | Fifth Third Securities Inc. | 145,851 | $11,877 | 03/31/2024 | | SCHM | 145,851 | $11,877 | 03/31/2024 | | 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 | | 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 | | St. Johns Investment Management Company LLC | 138,073 | $11,243 | 03/31/2024 | | SCHM | 138,073 | $11,243 | 03/31/2024 | | Courage Miller Partners LLC | 137,522 | $11,198 | 03/31/2024 | | SCHM | 137,522 | $11,198 | 03/31/2024 | | Spinnaker Investment Group LLC | 136,283 | $11,097 | 03/31/2024 | | SCHM | 136,283 | $11,097 | 03/31/2024 | | Trinity Legacy Partners LLC | 134,760 | $10,974 | 03/31/2024 | | SCHM | 134,760 | $10,974 | 03/31/2024 | | 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 | | Pacific Sage Partners LLC | 131,278 | $10,690 | 03/31/2024 | | SCHM | 131,278 | $10,690 | 03/31/2024 | | 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 | | Peak Financial Management Inc. | 122,341 | $9,962 | 03/31/2024 | | SCHM | 122,341 | $9,962 | 03/31/2024 | | Arbor Trust Wealth Advisors LLC | 125,364 | $9,899 | 03/31/2024 | | SCHM | 125,364 | $9,899 | 03/31/2024 | | Nadler Financial Group Inc. | 117,485 | $9,567 | 03/31/2024 | | SCHM | 117,485 | $9,567 | 03/31/2024 | | 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 | | Pillar Wealth Advisors LLC | 122,239 | $9,207 | 12/31/2023 | | SCHM | 122,239 | $9,207 | 12/31/2023 | | Lincoln Capital Corp | 112,883 | $9,192 | 03/31/2024 | | SCHM | 112,883 | $9,192 | 03/31/2024 | | 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 | | Sightline Wealth Advisors LLC | 109,511 | $8,917 | 03/31/2024 | | SCHM | 109,511 | $8,917 | 03/31/2024 | | Clear Creek Financial Management LLC | 109,322 | $8,902 | 03/31/2024 | | SCHM | 109,322 | $8,902 | 03/31/2024 | | Rockefeller Capital Management L.P. | 116,670 | $8,788 | 12/31/2023 | | SCHM | 116,670 | $8,788 | 12/31/2023 | | Lee Financial Co | 113,305 | $8,534 | 12/31/2023 | | SCHM | 113,305 | $8,534 | 12/31/2023 | | Patriot Investment Management Inc. | 104,512 | $8,510 | 03/31/2024 | | SCHM | 104,512 | $8,510 | 03/31/2024 | | 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 | | Berger Financial Group Inc | 101,394 | $8,257 | 03/31/2024 | | SCHM | 101,394 | $8,257 | 03/31/2024 | | Anchor Investment Management LLC | 108,440 | $8,168 | 12/31/2023 | | SCHM | 108,440 | $8,168 | 12/31/2023 | | Pring Turner Capital Group Inc. | 107,501 | $8,097 | 12/31/2023 | | SCHM | 107,501 | $8,097 | 12/31/2023 | | Gradient Capital Advisors LLC | 98,798 | $8,045 | 03/31/2024 | | SCHM | 98,798 | $8,045 | 03/31/2024 | | Cary Street Partners Investment Advisory LLC | 106,683 | $8,035 | 12/31/2023 | | SCHM | 106,683 | $8,035 | 12/31/2023 | | Lodestar Private Asset Management LLC | 98,114 | $7,989 | 03/31/2024 | | SCHM | 98,114 | $7,989 | 03/31/2024 | | Horizon Financial Services LLC | 97,029 | $7,901 | 03/31/2024 | | SCHM | 97,029 | $7,901 | 03/31/2024 | | 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 | | CWM LLC | 94,252 | $7,675 | 03/31/2024 | | SCHM | 94,252 | $7,675 | 03/31/2024 | | Rainsberger Wealth Advisors Inc. | 101,842 | $7,671 | 12/31/2023 | | SCHM | 101,842 | $7,671 | 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 | | 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 | | Ausdal Financial Partners Inc. | 86,430 | $7,038 | 03/31/2024 | | SCHM | 86,430 | $7,038 | 03/31/2024 | | John W. Brooker & Co. CPAs | 86,307 | $7,028 | 03/31/2024 | | SCHM | 86,307 | $7,028 | 03/31/2024 | | 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 | | Sunbelt Securities Inc. | 83,611 | $6,808 | 03/31/2024 | | SCHM | 83,611 | $6,808 | 03/31/2024 | | 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 | | Voisard Asset Management Group Inc. | 82,562 | $6,723 | 03/31/2024 | | SCHM | 82,562 | $6,723 | 03/31/2024 | | Black Diamond Financial LLC | 88,533 | $6,668 | 12/31/2023 | | SCHM | 88,533 | $6,668 | 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 | | Newman Dignan & Sheerar Inc. | 86,775 | $6,536 | 12/31/2023 | | SCHM | 86,775 | $6,536 | 12/31/2023 | | Main Street Financial Solutions LLC | 80,158 | $6,527 | 03/31/2024 | | SCHM | 80,158 | $6,527 | 03/31/2024 | | Allworth Financial LP | 78,432 | $6,387 | 03/31/2024 | | SCHM | 78,432 | $6,387 | 03/31/2024 | | PPS&V Asset Management Consultants Inc. | 77,726 | $6,329 | 03/31/2024 | | SCHM | 77,726 | $6,329 | 03/31/2024 | | Colorado Capital Management Inc. | 77,530 | $6,313 | 03/31/2024 | | SCHM | 77,530 | $6,313 | 03/31/2024 | | LexAurum Advisors LLC | 77,453 | $6,307 | 03/31/2024 | | SCHM | 77,453 | $6,307 | 03/31/2024 | | Northwest Capital Management Inc | 76,990 | $6,269 | 03/31/2024 | | SCHM | 76,990 | $6,269 | 03/31/2024 | | Capital Advantage Inc. | 82,474 | $6,212 | 12/31/2023 | | SCHM | 82,474 | $6,212 | 12/31/2023 | | Schneider Downs Wealth Management Advisors LP | 81,078 | $6,107 | 12/31/2023 | | SCHM | 81,078 | $6,107 | 12/31/2023 | | Pure Financial Advisors Inc. | 74,934 | $6,102 | 03/31/2024 | | SCHM | 74,934 | $6,102 | 03/31/2024 | | Financial Synergies Wealth Advisors Inc. | 74,566 | $6,072 | 03/31/2024 | | SCHM | 74,566 | $6,072 | 03/31/2024 | | Whittier Trust Co. | 79,620 | $5,996 | 12/31/2023 | | SCHM | 79,620 | $5,996 | 12/31/2023 | | Clearstead Advisors LLC | 76,952 | $5,796 | 12/31/2023 | | SCHM | 76,952 | $5,796 | 12/31/2023 | | Miracle Mile Advisors LLC | 71,002 | $5,782 | 03/31/2024 | | SCHM | 71,002 | $5,782 | 03/31/2024 | | 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 | | Exchange Capital Management Inc. | 70,492 | $5,740 | 03/31/2024 | | SCHM | 70,492 | $5,740 | 03/31/2024 | | DHJJ Financial Advisors Ltd. | 69,011 | $5,620 | 03/31/2024 | | SCHM | 69,011 | $5,620 | 03/31/2024 | | EWG Elevate Inc. | 68,144 | $5,549 | 03/31/2024 | | SCHM | 68,144 | $5,549 | 03/31/2024 | | 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 | | Congress Wealth Management LLC DE | 64,441 | $5,248 | 03/31/2024 | | SCHM | 64,441 | $5,248 | 03/31/2024 | | OneAscent Financial Services LLC | 63,437 | $5,166 | 03/31/2024 | | SCHM | 63,437 | $5,166 | 03/31/2024 | | 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 | | Brookstone Capital Management | 61,704 | $5,025 | 03/31/2024 | | SCHM | 61,704 | $5,025 | 03/31/2024 | | Hilltop Wealth Advisors LLC | 61,644 | $5,020 | 03/31/2024 | | SCHM | 61,644 | $5,020 | 03/31/2024 | | 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 | | Family Investment Center Inc. | 59,482 | $4,844 | 03/31/2024 | | SCHM | 59,482 | $4,844 | 03/31/2024 | | SILVER OAK SECURITIES Inc | 63,756 | $4,802 | 12/31/2023 | | SCHM | 63,756 | $4,802 | 12/31/2023 | | Peterson Wealth Advisors LLC | 58,651 | $4,776 | 03/31/2024 | | SCHM | 58,651 | $4,776 | 03/31/2024 | | Lowe Brockenbrough & Co. Inc. | 60,902 | $4,587 | 12/31/2023 | | SCHM | 60,902 | $4,587 | 12/31/2023 | | Gleason Group Inc. | 55,917 | $4,553 | 03/31/2024 | | SCHM | 55,917 | $4,553 | 03/31/2024 | | 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 | | Lincoln National Corp | 58,302 | $4,391 | 12/31/2023 | | SCHM | 58,302 | $4,391 | 12/31/2023 | | Acorn Wealth Advisors LLC | 53,791 | $4,380 | 03/31/2024 | | SCHM | 53,791 | $4,380 | 03/31/2024 | | 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 | | Wealthcare Advisory Partners LLC | 52,276 | $4,257 | 03/31/2024 | | SCHM | 52,276 | $4,257 | 03/31/2024 | | 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 | | Arcataur Capital Management LLC | 51,013 | $4,154 | 03/31/2024 | | SCHM | 51,013 | $4,154 | 03/31/2024 | | Carolina Wealth Advisors LLC | 50,737 | $4,132 | 03/31/2024 | | SCHM | 50,737 | $4,132 | 03/31/2024 | | Juncture Wealth Strategies LLC | 50,104 | $4,080 | 03/31/2024 | | SCHM | 50,104 | $4,080 | 03/31/2024 | | 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 | | Steele Capital Management Inc. | 49,743 | $4,051 | 03/31/2024 | | SCHM | 49,743 | $4,051 | 03/31/2024 | | Alpha Omega Wealth Management LLC | 49,488 | $4,030 | 03/31/2024 | | SCHM | 49,488 | $4,030 | 03/31/2024 | | 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 | | Powers Advisory Group LLC | 48,212 | $3,926 | 03/31/2024 | | SCHM | 48,212 | $3,926 | 03/31/2024 | | Atlas Capital Advisors LLC | 47,892 | $3,900 | 03/31/2024 | | SCHM | 47,892 | $3,900 | 03/31/2024 | | Blue Bell Private Wealth Management LLC | 47,608 | $3,877 | 03/31/2024 | | SCHM | 47,608 | $3,877 | 03/31/2024 | | WESCAP Management Group Inc. | 51,379 | $3,870 | 12/31/2023 | | SCHM | 51,379 | $3,870 | 12/31/2023 | | Game Plan Financial Advisors LLC | 47,484 | $3,867 | 03/31/2024 | | SCHM | 47,484 | $3,867 | 03/31/2024 | | Von Berge Wealth Management Group LLC | 46,531 | $3,789 | 03/31/2024 | | SCHM | 46,531 | $3,789 | 03/31/2024 | | Everhart Financial Group Inc. | 50,254 | $3,785 | 12/31/2023 | | SCHM | 50,254 | $3,785 | 12/31/2023 | | Safeguard Financial LLC | 45,918 | $3,739 | 03/31/2024 | | SCHM | 45,918 | $3,739 | 03/31/2024 | | Foster Victor Wealth Advisors LLC | 46,954 | $3,706 | 03/31/2024 | | SCHM | 46,954 | $3,706 | 03/31/2024 | | James J. Burns & Company LLC | 46,046 | $3,685 | 03/31/2024 | | SCHM | 46,046 | $3,685 | 03/31/2024 | | 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 | | Single Point Partners LLC | 44,192 | $3,599 | 03/31/2024 | | SCHM | 44,192 | $3,599 | 03/31/2024 | | Arrowroot Family Office LLC | 47,778 | $3,599 | 12/31/2023 | | SCHM | 47,778 | $3,599 | 12/31/2023 | | Madden Advisory Services Inc. | 47,191 | $3,554 | 12/31/2023 | | SCHM | 47,191 | $3,554 | 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 | | Carmichael Hill & Associates Inc. | 42,264 | $3,442 | 03/31/2024 | | SCHM | 42,264 | $3,442 | 03/31/2024 | | Reston Wealth Management LLC | 45,540 | $3,430 | 12/31/2023 | | SCHM | 45,540 | $3,430 | 12/31/2023 | | Pinnacle Associates Ltd. | 41,975 | $3,418 | 03/31/2024 | | SCHM | 41,975 | $3,418 | 03/31/2024 | | MBA Advisors LLC | 41,875 | $3,410 | 03/31/2024 | | SCHM | 41,875 | $3,410 | 03/31/2024 | | Souders Financial Advisors | 45,087 | $3,396 | 12/31/2023 | | SCHM | 45,087 | $3,396 | 12/31/2023 | | Halpern Financial Inc. | 42,185 | $3,390 | 03/31/2024 | | SCHM | 42,185 | $3,390 | 03/31/2024 | | 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 | | Revolve Wealth Partners LLC | 40,248 | $3,277 | 03/31/2024 | | SCHM | 40,248 | $3,277 | 03/31/2024 |  Susquehanna International Group LLP | | $3,277 | 12/31/2023 | | SCHM | 38,104 | $2,870 | 12/31/2023 | | Call | 5,400 | $407 | 12/31/2023 | | Affinity Capital Advisors LLC | 39,688 | $3,232 | 03/31/2024 | | SCHM | 39,688 | $3,232 | 03/31/2024 | | 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 | | Forte Capital LLC ADV | 41,240 | $3,106 | 12/31/2023 | | SCHM | 41,240 | $3,106 | 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 | | Bristlecone Advisors LLC | 36,539 | $2,975 | 03/31/2024 | | SCHM | 36,539 | $2,975 | 03/31/2024 | | Element Wealth LLC | 39,076 | $2,943 | 12/31/2023 | | SCHM | 39,076 | $2,943 | 12/31/2023 | | PCA Investment Advisory Services Inc. | 38,851 | $2,926 | 12/31/2023 | | SCHM | 38,851 | $2,926 | 12/31/2023 | | CRA Financial Services LLC | 35,246 | $2,870 | 03/31/2024 | | SCHM | 35,246 | $2,870 | 03/31/2024 | | 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 | | Ulland Investment Advisors LLC | 35,077 | $2,856 | 03/31/2024 | | SCHM | 35,077 | $2,856 | 03/31/2024 | | Mather Group LLC. | 37,748 | $2,843 | 03/31/2024 | | SCHM | 37,748 | $2,843 | 03/31/2024 | | 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 | | Cetera Investment Advisers | 36,339 | $2,737 | 12/31/2023 | | SCHM | 36,339 | $2,737 | 12/31/2023 | | Marquette Asset Management LLC | 35,317 | $2,660 | 12/31/2023 | | SCHM | 35,317 | $2,660 | 12/31/2023 | | Sontag Advisory LLC | 35,114 | $2,645 | 12/31/2023 | | SCHM | 35,114 | $2,645 | 12/31/2023 | | Krilogy Financial LLC | 32,342 | $2,634 | 03/31/2024 | | SCHM | 32,342 | $2,634 | 03/31/2024 | | 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 | | Global Retirement Partners LLC | 31,094 | $2,532 | 03/31/2024 | | SCHM | 31,094 | $2,532 | 03/31/2024 | | River Wealth Advisors LLC | 33,455 | $2,520 | 12/31/2023 | | SCHM | 33,455 | $2,520 | 12/31/2023 | | Burkett Financial Services LLC | 30,702 | $2,500 | 03/31/2024 | | SCHM | 30,702 | $2,500 | 03/31/2024 | | Transform Wealth LLC | 30,432 | $2,478 | 03/31/2024 | | SCHM | 30,432 | $2,478 | 03/31/2024 | | 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 | | Tradition Wealth Management LLC | 32,326 | $2,435 | 12/31/2023 | | SCHM | 32,326 | $2,435 | 12/31/2023 | | BCS Wealth Management | 29,876 | $2,433 | 03/31/2024 | | SCHM | 29,876 | $2,433 | 03/31/2024 | | Jackson Creek Investment Advisors LLC | 32,211 | $2,426 | 12/31/2023 | | SCHM | 32,211 | $2,426 | 12/31/2023 | | Vivaldi Capital Management LLC | 32,015 | $2,391 | 12/31/2023 | | SCHM | 32,015 | $2,391 | 12/31/2023 | | Opal Wealth Advisors LLC | 29,099 | $2,370 | 03/31/2024 | | SCHM | 29,099 | $2,370 | 03/31/2024 | | Collective Family Office LLC | 28,885 | $2,352 | 03/31/2024 | | SCHM | 28,885 | $2,352 | 03/31/2024 | | 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 | | Red Door Wealth Management LLC | 28,151 | $2,292 | 03/31/2024 | | SCHM | 28,151 | $2,292 | 03/31/2024 | | SeaCrest Wealth Management LLC | 28,128 | $2,290 | 03/31/2024 | | SCHM | 28,128 | $2,290 | 03/31/2024 | | Sunburst Financial Group LLC | 28,116 | $2,276 | 03/31/2024 | | SCHM | 28,116 | $2,276 | 03/31/2024 | | Leisure Capital Management | 29,750 | $2,241 | 12/31/2023 | | SCHM | 29,750 | $2,241 | 12/31/2023 | | Strategic Financial Planning Inc. | 27,487 | $2,238 | 03/31/2024 | | SCHM | 27,487 | $2,238 | 03/31/2024 | | 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 | | Dakota Wealth Management | 27,176 | $2,213 | 03/31/2024 | | SCHM | 27,176 | $2,213 | 03/31/2024 | | WBH Advisory Inc. | 26,682 | $2,173 | 03/31/2024 | | SCHM | 26,682 | $2,173 | 03/31/2024 | | 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 | | 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 | | Nicholas Hoffman & Company LLC. | 25,399 | $2,068 | 03/31/2024 | | SCHM | 25,399 | $2,068 | 03/31/2024 | | Zhang Financial LLC | 25,298 | $2,060 | 03/31/2024 | | SCHM | 25,298 | $2,060 | 03/31/2024 | | Econ Financial Services Corp | 27,027 | $2,036 | 12/31/2023 | | SCHM | 27,027 | $2,036 | 12/31/2023 | | LifeSteps Financial Inc. | 24,969 | $2,033 | 03/31/2024 | | SCHM | 24,969 | $2,033 | 03/31/2024 | | Cahill Financial Advisors Inc. | 26,699 | $2,011 | 12/31/2023 | | SCHM | 26,699 | $2,011 | 12/31/2023 | | Redhawk Wealth Advisors Inc. | 25,965 | $1,956 | 12/31/2023 | | SCHM | 25,965 | $1,956 | 12/31/2023 | | Cornerstone Wealth Group LLC | 23,801 | $1,938 | 03/31/2024 | | SCHM | 23,801 | $1,938 | 03/31/2024 | | Boltwood Capital Management | 23,423 | $1,907 | 03/31/2024 | | SCHM | 23,423 | $1,907 | 03/31/2024 | | 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 | | Murphy Middleton Hinkle & Parker Inc. | 22,493 | $1,832 | 03/31/2024 | | SCHM | 22,493 | $1,832 | 03/31/2024 | | Madison Park Capital Advisors LLC | 22,380 | $1,822 | 03/31/2024 | | SCHM | 22,380 | $1,822 | 03/31/2024 | | Compass Financial Group INC SD | 21,755 | $1,772 | 03/31/2024 | | SCHM | 21,755 | $1,772 | 03/31/2024 | | Novare Capital Management LLC | 23,502 | $1,770 | 12/31/2023 | | SCHM | 23,502 | $1,770 | 12/31/2023 | | Chesapeake Wealth Management | 23,170 | $1,745 | 12/31/2023 | | SCHM | 23,170 | $1,745 | 12/31/2023 | | Prentice Wealth Management LLC | 21,412 | $1,744 | 03/31/2024 | | SCHM | 21,412 | $1,744 | 03/31/2024 | | Vision Capital Management Inc. | 23,141 | $1,743 | 12/31/2023 | | SCHM | 23,141 | $1,743 | 12/31/2023 | | Armor Investment Advisors LLC | 21,349 | $1,738 | 03/31/2024 | | SCHM | 21,349 | $1,738 | 03/31/2024 | | Staley Capital Advisers Inc. | 23,069 | $1,738 | 12/31/2023 | | SCHM | 23,069 | $1,738 | 12/31/2023 | | 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 | | Ironwood Financial llc | 20,933 | $1,705 | 03/31/2024 | | SCHM | 20,933 | $1,705 | 03/31/2024 | | 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 | | Capital Planning LLC | 20,750 | $1,690 | 03/31/2024 | | SCHM | 20,750 | $1,690 | 03/31/2024 | | SWS Partners | 22,363 | $1,684 | 12/31/2023 | | SCHM | 22,363 | $1,684 | 12/31/2023 | | Equitable Holdings Inc. | 22,148 | $1,668 | 12/31/2023 | | SCHM | 22,148 | $1,668 | 12/31/2023 | | ZRC Wealth Management LLC | 20,428 | $1,663 | 03/31/2024 | | SCHM | 20,428 | $1,663 | 03/31/2024 | | Crescent Sterling Ltd. | 20,411 | $1,662 | 03/31/2024 | | SCHM | 20,411 | $1,662 | 03/31/2024 | | Sharkey Howes & Javer | 20,108 | $1,637 | 03/31/2024 | | SCHM | 20,108 | $1,637 | 03/31/2024 | | Smith Anglin Financial LLC | 19,984 | $1,627 | 03/31/2024 | | SCHM | 19,984 | $1,627 | 03/31/2024 | | Global Assets Advisory LLC | 19,592 | $1,595 | 03/31/2024 | | SCHM | 19,592 | $1,595 | 03/31/2024 | | 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 | | Cambridge Advisors Inc. | 19,381 | $1,578 | 03/31/2024 | | SCHM | 19,381 | $1,578 | 03/31/2024 | | 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 | | Bfsg LLC | 19,117 | $1,557 | 03/31/2024 | | SCHM | 19,117 | $1,557 | 03/31/2024 | | Cedar Brook Financial Partners LLC | 18,815 | $1,532 | 03/31/2024 | | SCHM | 18,815 | $1,532 | 03/31/2024 | | Spire Wealth Management | 18,782 | $1,529 | 03/31/2024 | | SCHM | 18,782 | $1,529 | 03/31/2024 | | St. Louis Trust Co | 20,185 | $1,520 | 12/31/2023 | | SCHM | 20,185 | $1,520 | 12/31/2023 | | DB Wealth Management Group LLC | 20,091 | $1,513 | 12/31/2023 | | SCHM | 20,091 | $1,513 | 12/31/2023 | | Arkansas Financial Group Inc. | 18,480 | $1,505 | 03/31/2024 | | SCHM | 18,480 | $1,505 | 03/31/2024 | | Monticello Wealth Management LLC | 18,372 | $1,496 | 03/31/2024 | | SCHM | 18,372 | $1,496 | 03/31/2024 | | Smith Moore & CO. | 20,002 | $1,488 | 12/31/2023 | | SCHM | 20,002 | $1,488 | 12/31/2023 | | Fagan Associates Inc. | 19,731 | $1,486 | 12/31/2023 | | SCHM | 19,731 | $1,486 | 12/31/2023 | | Koesten Hirschmann & Crabtree INC. | 19,648 | $1,480 | 12/31/2023 | | SCHM | 19,648 | $1,480 | 12/31/2023 | | Warner Financial Inc. | 18,065 | $1,471 | 03/31/2024 | | SCHM | 18,065 | $1,471 | 03/31/2024 | | Ironwood Wealth Management LLC. | 18,040 | $1,469 | 03/31/2024 | | SCHM | 18,040 | $1,469 | 03/31/2024 | | 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 | | Bogart Wealth LLC | 17,827 | $1,452 | 03/31/2024 | | SCHM | 17,827 | $1,452 | 03/31/2024 | | Panoramic Investment Advisors LLC | 17,694 | $1,441 | 03/31/2024 | | SCHM | 17,694 | $1,441 | 03/31/2024 | | IAG Wealth Partners LLC | 17,599 | $1,433 | 03/31/2024 | | SCHM | 17,599 | $1,433 | 03/31/2024 | | Continuum Advisory LLC | 18,805 | $1,416 | 12/31/2023 | | SCHM | 18,805 | $1,416 | 12/31/2023 | | Oldfather Financial Services LLC | 17,288 | $1,408 | 03/31/2024 | | SCHM | 17,288 | $1,408 | 03/31/2024 | | Donaldson Capital Management LLC | 17,134 | $1,395 | 03/31/2024 | | SCHM | 17,134 | $1,395 | 03/31/2024 | | Edge Capital Group LLC | 18,517 | $1,395 | 12/31/2023 | | SCHM | 18,517 | $1,395 | 12/31/2023 | | EP Wealth Advisors LLC | 18,457 | $1,390 | 12/31/2023 | | SCHM | 18,457 | $1,390 | 12/31/2023 | | Phillips Financial Management LLC | 17,037 | $1,387 | 03/31/2024 | | SCHM | 17,037 | $1,387 | 03/31/2024 | | JFS Wealth Advisors LLC | 18,264 | $1,376 | 12/31/2023 | | SCHM | 18,264 | $1,376 | 12/31/2023 | | First Pacific Financial | 16,888 | $1,375 | 03/31/2024 | | SCHM | 16,888 | $1,375 | 03/31/2024 | | Apollon Wealth Management LLC | 18,059 | $1,360 | 12/31/2023 | | SCHM | 18,059 | $1,360 | 12/31/2023 | | McAdam LLC | 16,544 | $1,347 | 03/31/2024 | | SCHM | 16,544 | $1,347 | 03/31/2024 | | Lazard Asset Management LLC | 17,868 | $1,345 | 12/31/2023 | | SCHM | 17,868 | $1,345 | 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 | | 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 | | FIDELIS iM LLC | 16,005 | $1,303 | 03/31/2024 | | SCHM | 16,005 | $1,303 | 03/31/2024 | | Janney Montgomery Scott LLC | 17,205 | $1,296 | 12/31/2023 | | SCHM | 17,205 | $1,296 | 12/31/2023 | | FF Advisors LLC | 15,835 | $1,289 | 03/31/2024 | | SCHM | 15,835 | $1,289 | 03/31/2024 | | Pennsylvania Capital Management Inc. ADV | 17,088 | $1,287 | 12/31/2023 | | SCHM | 17,088 | $1,287 | 12/31/2023 | | Flagship Harbor Advisors LLC | 15,728 | $1,281 | 03/31/2024 | | SCHM | 15,728 | $1,281 | 03/31/2024 | | Benchmark Wealth Management LLC | 15,648 | $1,274 | 03/31/2024 | | SCHM | 15,648 | $1,274 | 03/31/2024 | | Aspiriant LLC | 15,527 | $1,264 | 03/31/2024 | | SCHM | 15,527 | $1,264 | 03/31/2024 | | The PNC Financial Services Group Inc. | 16,588 | $1,249 | 12/31/2023 | | SCHM | 16,588 | $1,249 | 12/31/2023 | | Ifrah Financial Services Inc. | 16,513 | $1,244 | 12/31/2023 | | SCHM | 16,513 | $1,244 | 12/31/2023 | | S.A. Mason LLC | 15,269 | $1,243 | 03/31/2024 | | SCHM | 15,269 | $1,243 | 03/31/2024 | | Adamsbrown Wealth Consultants LLC | 16,496 | $1,242 | 12/31/2023 | | SCHM | 16,496 | $1,242 | 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 | | Legacy Bridge LLC | 14,940 | $1,217 | 03/31/2024 | | SCHM | 14,940 | $1,217 | 03/31/2024 | | 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 | | ARK & TLK Investments LLC | 15,587 | $1,174 | 12/31/2023 | | SCHM | 15,587 | $1,174 | 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 | | Altfest L J & Co. Inc. | 14,096 | $1,148 | 03/31/2024 | | SCHM | 14,096 | $1,148 | 03/31/2024 | | Naples Global Advisors LLC | 15,215 | $1,146 | 12/31/2023 | | SCHM | 15,215 | $1,146 | 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 | | 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 | | Sigma Investment Counselors Inc. | 13,797 | $1,123 | 03/31/2024 | | SCHM | 13,797 | $1,123 | 03/31/2024 | | Great Waters Wealth Management | 13,679 | $1,114 | 03/31/2024 | | SCHM | 13,679 | $1,114 | 03/31/2024 | | Cedar Wealth Management LLC | 14,731 | $1,110 | 12/31/2023 | | SCHM | 14,731 | $1,110 | 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 | | Parsons Capital Management Inc. RI | 13,424 | $1,093 | 03/31/2024 | | SCHM | 13,424 | $1,093 | 03/31/2024 | | 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 | | Summit Financial LLC | 13,208 | $1,076 | 03/31/2024 | | SCHM | 13,208 | $1,076 | 03/31/2024 | | Goepper Burkhardt LLC | 14,165 | $1,075 | 12/31/2023 | | SCHM | 14,165 | $1,075 | 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 | | Orca Investment Management LLC | 12,986 | $1,057 | 03/31/2024 | | SCHM | 12,986 | $1,057 | 03/31/2024 | | Koshinski Asset Management Inc. | 13,985 | $1,053 | 12/31/2023 | | SCHM | 13,985 | $1,053 | 12/31/2023 | | Private Capital Management LLC | 12,883 | $1,049 | 03/31/2024 | | SCHM | 12,883 | $1,049 | 03/31/2024 | | FMR LLC | 13,907 | $1,047 | 12/31/2023 | | SCHM | 13,907 | $1,047 | 12/31/2023 | | Bouchey Financial Group Ltd | 12,849 | $1,046 | 03/31/2024 | | SCHM | 12,849 | $1,046 | 03/31/2024 | | Hilltop Partners LLC | 13,771 | $1,037 | 12/31/2023 | | SCHM | 13,771 | $1,037 | 12/31/2023 | | GHP Investment Advisors Inc. | 12,614 | $1,027 | 03/31/2024 | | SCHM | 12,614 | $1,027 | 03/31/2024 | | 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 | | Planning Capital Management Corp | 12,029 | $980 | 03/31/2024 | | SCHM | 12,029 | $980 | 03/31/2024 | | 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 | | Avantax Advisory Services Inc. | 12,869 | $969 | 12/31/2023 | | SCHM | 12,869 | $969 | 12/31/2023 | | Nova R Wealth Inc. | 11,792 | $960 | 03/31/2024 | | SCHM | 11,792 | $960 | 03/31/2024 | | 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 | | 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 | | J.W. Cole Advisors Inc. | 12,226 | $921 | 12/31/2023 | | SCHM | 12,226 | $921 | 12/31/2023 | | MCF Advisors LLC | 11,228 | $914 | 03/31/2024 | | SCHM | 11,228 | $914 | 03/31/2024 | | National Wealth Management Group LLC | 11,976 | $902 | 12/31/2023 | | SCHM | 11,976 | $902 | 12/31/2023 | | Cornerstone Wealth Management LLC | 11,036 | $899 | 03/31/2024 | | SCHM | 11,036 | $899 | 03/31/2024 | | Retirement Planning Group | 11,017 | $897 | 03/31/2024 | | SCHM | 11,017 | $897 | 03/31/2024 | | 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 | | Summit Financial Wealth Advisors LLC | 11,805 | $889 | 12/31/2023 | | SCHM | 11,805 | $889 | 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 | | Worth Asset Management LLC | 10,476 | $853 | 03/31/2024 | | SCHM | 10,476 | $853 | 03/31/2024 | | 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 | | CAP Partners LLC | 10,332 | $841 | 03/31/2024 | | SCHM | 10,332 | $841 | 03/31/2024 | | Raymond James Trust N.A. | 10,223 | $832 | 03/31/2024 | | SCHM | 10,223 | $832 | 03/31/2024 | | SOL Capital Management CO | 10,214 | $832 | 03/31/2024 | | SCHM | 10,214 | $832 | 03/31/2024 | | Nwam LLC | 11,014 | $830 | 12/31/2023 | | SCHM | 11,014 | $830 | 12/31/2023 | | Values Added Financial LLC | 10,112 | $823 | 03/31/2024 | | SCHM | 10,112 | $823 | 03/31/2024 | | Eudaimonia Partners LLC | 10,067 | $820 | 03/31/2024 | | SCHM | 10,067 | $820 | 03/31/2024 | | Whelan Financial | 9,789 | $797 | 03/31/2024 | | SCHM | 9,789 | $797 | 03/31/2024 | | 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 | | 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 | | First Hawaiian Bank | 9,482 | $772 | 03/31/2024 | | SCHM | 9,482 | $772 | 03/31/2024 | | Savvy Advisors Inc. | 10,149 | $764 | 12/31/2023 | | SCHM | 10,149 | $764 | 12/31/2023 | | Sailer Financial LLC | 10,004 | $754 | 12/31/2023 | | SCHM | 10,004 | $754 | 12/31/2023 | | Integrated Wealth Concepts LLC | 9,916 | $747 | 12/31/2023 | | SCHM | 9,916 | $747 | 12/31/2023 | | Planning Alternatives Ltd. ADV | 9,040 | $736 | 03/31/2024 | | SCHM | 9,040 | $736 | 03/31/2024 | | 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 | | Pegasus Partners Ltd. | 8,980 | $731 | 03/31/2024 | | SCHM | 8,980 | $731 | 03/31/2024 | | Princeton Global Asset Management LLC | 9,706 | $731 | 12/31/2023 | | SCHM | 9,706 | $731 | 12/31/2023 | | Harfst & Associates Inc. | 8,853 | $721 | 03/31/2024 | | SCHM | 8,853 | $721 | 03/31/2024 | | 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 | | Stratos Wealth Advisors LLC | 8,759 | $713 | 03/31/2024 | | SCHM | 8,759 | $713 | 03/31/2024 | | 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 | | JBR Co Financial Management Inc | 9,302 | $701 | 12/31/2023 | | SCHM | 9,302 | $701 | 12/31/2023 | | Parkside Financial Bank & Trust | 9,247 | $696 | 12/31/2023 | | SCHM | 9,247 | $696 | 12/31/2023 | | Armstrong Advisory Group Inc. | 9,229 | $695 | 03/31/2024 | | SCHM | 9,229 | $695 | 03/31/2024 | | Holderness Investments Co. | 9,230 | $695 | 12/31/2023 | | SCHM | 9,230 | $695 | 12/31/2023 | | YHB Investment Advisors Inc. | 8,493 | $692 | 03/31/2024 | | SCHM | 8,493 | $692 | 03/31/2024 | | Modus Advisors LLC | 8,493 | $692 | 03/31/2024 | | SCHM | 8,493 | $692 | 03/31/2024 | | Cooksen Wealth LLC | 8,468 | $690 | 03/31/2024 | | SCHM | 8,468 | $690 | 03/31/2024 | | TrueWealth Advisors LLC | 8,397 | $684 | 03/31/2024 | | SCHM | 8,397 | $684 | 03/31/2024 | | UMB Bank N A MO | 8,341 | $679 | 03/31/2024 | | SCHM | 8,341 | $679 | 03/31/2024 | | Calamos Advisors LLC | 9,009 | $679 | 12/31/2023 | | SCHM | 9,009 | $679 | 12/31/2023 | | Kovitz Investment Group Partners LLC | 9,007 | $678 | 12/31/2023 | | SCHM | 9,007 | $678 | 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 | | Columbus Macro LLC | 8,036 | $654 | 03/31/2024 | | SCHM | 8,036 | $654 | 03/31/2024 | | Relyea Zuckerberg Hanson LLC | 8,030 | $654 | 03/31/2024 | | SCHM | 8,030 | $654 | 03/31/2024 | | Arista Wealth Management LLC | 8,014 | $653 | 03/31/2024 | | SCHM | 8,014 | $653 | 03/31/2024 | | Principal Securities Inc. | 8,675 | $653 | 12/31/2023 | | SCHM | 8,675 | $653 | 12/31/2023 | | NBT Bank N A NY | 7,973 | $649 | 03/31/2024 | | SCHM | 7,973 | $649 | 03/31/2024 | | 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 | | Selective Wealth Management Inc. | 8,036 | $635 | 03/31/2024 | | SCHM | 8,036 | $635 | 03/31/2024 | | Colony Group LLC | 8,424 | $634 | 12/31/2023 | | SCHM | 8,424 | $634 | 12/31/2023 | | Private Trust Co. NA | 7,765 | $632 | 03/31/2024 | | SCHM | 7,765 | $632 | 03/31/2024 | | Brown Advisory Inc. | 7,750 | $631 | 03/31/2024 | | SCHM | 7,750 | $631 | 03/31/2024 | | Verity & Verity LLC | 8,000 | $630 | 03/31/2024 | | SCHM | 8,000 | $630 | 03/31/2024 | | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,348 | $629 | 12/31/2023 | | SCHM | 8,348 | $629 | 12/31/2023 | | Archetype Wealth Partners LLC | 8,335 | $628 | 12/31/2023 | | SCHM | 8,335 | $628 | 12/31/2023 | | Sage Investment Advisers LLC | 7,705 | $627 | 03/31/2024 | | SCHM | 7,705 | $627 | 03/31/2024 | | Steward Partners Investment Advisory LLC | 8,266 | $623 | 12/31/2023 | | SCHM | 8,266 | $623 | 12/31/2023 | | Aspen Investment Management Inc | 7,605 | $619 | 03/31/2024 | | SCHM | 7,605 | $619 | 03/31/2024 | | CVA Family Office LLC | 7,607 | $619 | 03/31/2024 | | SCHM | 7,607 | $619 | 03/31/2024 | | Cooper Haims Advisors LLC | 8,187 | $617 | 12/31/2023 | | SCHM | 8,187 | $617 | 12/31/2023 | | Synovus Financial Corp | 8,073 | $609 | 12/31/2023 | | SCHM | 8,073 | $609 | 12/31/2023 | | Wedmont Private Capital | 7,427 | $598 | 03/31/2024 | | SCHM | 7,427 | $598 | 03/31/2024 | | Vicus Capital | 7,255 | $591 | 03/31/2024 | | SCHM | 7,255 | $591 | 03/31/2024 | | 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 | | Simon Quick Advisors LLC | 7,030 | $572 | 03/31/2024 | | SCHM | 7,030 | $572 | 03/31/2024 | | Grimes & Company Inc. | 6,985 | $569 | 03/31/2024 | | SCHM | 6,985 | $569 | 03/31/2024 | | MADDEN SECURITIES Corp | 6,957 | $567 | 03/31/2024 | | SCHM | 6,957 | $567 | 03/31/2024 | | Almanack Investment Partners LLC. | 7,531 | $567 | 12/31/2023 | | SCHM | 7,531 | $567 | 12/31/2023 | | Flow Traders U.S. LLC | 7,432 | $560 | 12/31/2023 | | SCHM | 7,432 | $560 | 12/31/2023 | | Oakwell Private Wealth Management LLC | 6,798 | $554 | 03/31/2024 | | SCHM | 6,798 | $554 | 03/31/2024 | | Hendershot Investments Inc. | 6,739 | $549 | 03/31/2024 | | SCHM | 6,739 | $549 | 03/31/2024 | | Stordahl Capital Management Inc. | 6,603 | $538 | 03/31/2024 | | SCHM | 6,603 | $538 | 03/31/2024 | | 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 | | Twele Capital Management Inc. | 6,345 | $517 | 03/31/2024 | | SCHM | 6,345 | $517 | 03/31/2024 | | 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 | | Leeward Financial Partners LLC | 6,249 | $509 | 03/31/2024 | | SCHM | 6,249 | $509 | 03/31/2024 | | Well Done LLC | 6,200 | $505 | 03/31/2024 | | SCHM | 6,200 | $505 | 03/31/2024 | | Aurora Private Wealth Inc. | 6,225 | $504 | 03/31/2024 | | SCHM | 6,225 | $504 | 03/31/2024 | | Garrison Asset Management LLC | 6,668 | $502 | 12/31/2023 | | SCHM | 6,668 | $502 | 12/31/2023 | | D. B. Root & Company LLC | 6,094 | $496 | 03/31/2024 | | SCHM | 6,094 | $496 | 03/31/2024 | | Warren Street Wealth Advisors LLC | 6,570 | $495 | 12/31/2023 | | SCHM | 6,570 | $495 | 12/31/2023 | | Front Row Advisors LLC | 6,487 | $489 | 12/31/2023 | | SCHM | 6,487 | $489 | 12/31/2023 | | Asset Planning Services Inc. LA ADV | 5,977 | $487 | 03/31/2024 | | SCHM | 5,977 | $487 | 03/31/2024 | | MBE Wealth Management LLC | 5,971 | $486 | 03/31/2024 | | SCHM | 5,971 | $486 | 03/31/2024 | | Pachira Investments Inc. | 5,938 | $484 | 03/31/2024 | | SCHM | 5,938 | $484 | 03/31/2024 | | 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 | | West Coast Financial LLC | 5,800 | $472 | 03/31/2024 | | SCHM | 5,800 | $472 | 03/31/2024 | | Regal Investment Advisors LLC | 6,204 | $467 | 12/31/2023 | | SCHM | 6,204 | $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 | | 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 | | Reitz Capital Advisors LLC | 5,817 | $438 | 03/31/2024 | | SCHM | 5,817 | $438 | 03/31/2024 | | 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 | | Triton Wealth Management PLLC | 5,574 | $430 | 03/31/2024 | | SCHM | 5,574 | $430 | 03/31/2024 | | Leverty Financial Group LLC | 5,279 | $430 | 03/31/2024 | | SCHM | 5,279 | $430 | 03/31/2024 | | 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 | | Tilia Fiduciary Partners Inc. | 5,150 | $419 | 03/31/2024 | | SCHM | 5,150 | $419 | 03/31/2024 | | Wealthcare Capital Management LLC | 5,104 | $416 | 03/31/2024 | | SCHM | 5,104 | $416 | 03/31/2024 | | Williams Financial LLC | 5,017 | $409 | 03/31/2024 | | SCHM | 5,017 | $409 | 03/31/2024 | | Aspire Capital Advisors LLC | 5,427 | $409 | 12/31/2023 | | SCHM | 5,427 | $409 | 12/31/2023 | | Country Club Bank GFN | 5,000 | $407 | 03/31/2024 | | SCHM | 5,000 | $407 | 03/31/2024 | | Acropolis Investment Management LLC | 4,999 | $407 | 03/31/2024 | | SCHM | 4,999 | $407 | 03/31/2024 | | 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 | | West Paces Advisors Inc. | 4,900 | $399 | 03/31/2024 | | SCHM | 4,900 | $399 | 03/31/2024 | | M&T Bank Corp | 5,287 | $398 | 12/31/2023 | | SCHM | 5,287 | $398 | 12/31/2023 | | Argent Capital Management LLC | 5,234 | $394 | 12/31/2023 | | SCHM | 5,234 | $394 | 12/31/2023 | | Mirador Capital Partners LP | 4,772 | $389 | 03/31/2024 | | SCHM | 4,772 | $389 | 03/31/2024 | | 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 | | 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 | | Options Solutions LLC | 5,000 | $377 | 12/31/2023 | | SCHM | 5,000 | $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 | | Glass Jacobson Investment Advisors llc | 4,569 | $372 | 03/31/2024 | | SCHM | 4,569 | $372 | 03/31/2024 | | Fingerlakes Wealth Management Inc. | 4,499 | $366 | 03/31/2024 | | SCHM | 4,499 | $366 | 03/31/2024 | | Plancorp LLC | 4,844 | $365 | 12/31/2023 | | SCHM | 4,844 | $365 | 12/31/2023 | | RBA Wealth Management LLC | 4,472 | $364 | 03/31/2024 | | SCHM | 4,472 | $364 | 03/31/2024 | | Greenwood Gearhart Inc. | 4,822 | $363 | 12/31/2023 | | SCHM | 4,822 | $363 | 12/31/2023 | | Patton Albertson Miller Group LLC | 4,430 | $361 | 03/31/2024 | | SCHM | 4,430 | $361 | 03/31/2024 | | Peak Asset Management LLC | 4,785 | $360 | 12/31/2023 | | SCHM | 4,785 | $360 | 12/31/2023 | | Harbour Capital Advisors LLC | 4,431 | $355 | 03/31/2024 | | SCHM | 4,431 | $355 | 03/31/2024 | | Prestige Wealth Management Group LLC | 4,359 | $355 | 03/31/2024 | | SCHM | 4,359 | $355 | 03/31/2024 | | 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 | | Guardian Wealth Advisors LLC | 4,575 | $345 | 12/31/2023 | | SCHM | 4,575 | $345 | 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 | | AdvisorNet Financial Inc | 4,159 | $339 | 03/31/2024 | | SCHM | 4,159 | $339 | 03/31/2024 | | Empower Advisory Group LLC | 4,507 | $339 | 12/31/2023 | | SCHM | 4,507 | $339 | 12/31/2023 | | Stockman Wealth Management Inc. | 4,121 | $336 | 03/31/2024 | | SCHM | 4,121 | $336 | 03/31/2024 | | Visionary Wealth Advisors | 4,450 | $335 | 12/31/2023 | | SCHM | 4,450 | $335 | 12/31/2023 | | Capital Investment Advisory Services LLC | 4,055 | $330 | 03/31/2024 | | SCHM | 4,055 | $330 | 03/31/2024 | | Pinnacle Bank | 4,047 | $330 | 03/31/2024 | | SCHM | 4,047 | $330 | 03/31/2024 | | Frank Rimerman Advisors LLC | 4,378 | $330 | 12/31/2023 | | SCHM | 4,378 | $330 | 12/31/2023 | | Keystone Wealth Services LLC | 4,038 | $329 | 03/31/2024 | | SCHM | 4,038 | $329 | 03/31/2024 | | STA Wealth Management 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 | | Tenret Co LLC | 4,002 | $326 | 03/31/2024 | | SCHM | 4,002 | $326 | 03/31/2024 | | Busey Wealth Management | 3,984 | $324 | 03/31/2024 | | SCHM | 3,984 | $324 | 03/31/2024 | | Lederer & Associates Investment Counsel CA | 4,251 | $320 | 12/31/2023 | | SCHM | 4,251 | $320 | 12/31/2023 | | Albion Financial Group UT | 3,915 | $319 | 03/31/2024 | | SCHM | 3,915 | $319 | 03/31/2024 | | Total Wealth Planning LLC | 3,914 | $319 | 03/31/2024 | | SCHM | 3,914 | $319 | 03/31/2024 | | Raub Brock Capital Management LP | 3,887 | $317 | 03/31/2024 | | SCHM | 3,887 | $317 | 03/31/2024 | | 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 | | Appleton Partners Inc. MA | 3,863 | $315 | 03/31/2024 | | SCHM | 3,863 | $315 | 03/31/2024 | | Bank of New York Mellon Corp | 3,864 | $315 | 03/31/2024 | | SCHM | 3,864 | $315 | 03/31/2024 | | RFG Advisory LLC | 3,871 | $315 | 03/31/2024 | | SCHM | 3,871 | $315 | 03/31/2024 | | Capital Advisors Ltd. LLC | 3,820 | $311 | 03/31/2024 | | SCHM | 3,820 | $311 | 03/31/2024 | | Firestone Capital Management | 4,117 | $310 | 12/31/2023 | | SCHM | 4,117 | $310 | 12/31/2023 | | Headinvest LLC | 4,070 | $307 | 12/31/2023 | | SCHM | 4,070 | $307 | 12/31/2023 | | Summit Trail Advisors LLC | 3,749 | $305 | 03/31/2024 | | SCHM | 3,749 | $305 | 03/31/2024 | | 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 | | Verdence Capital Advisors LLC | 3,658 | $298 | 03/31/2024 | | SCHM | 3,658 | $298 | 03/31/2024 | | 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 | | Unique Wealth LLC | 3,578 | $291 | 03/31/2024 | | SCHM | 3,578 | $291 | 03/31/2024 | | PFG Investments LLC | 3,576 | $291 | 03/31/2024 | | SCHM | 3,576 | $291 | 03/31/2024 | | 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 | | Arlington Financial Advisors LLC | 3,540 | $288 | 03/31/2024 | | SCHM | 3,540 | $288 | 03/31/2024 | | Kaizen Financial Strategies | 3,821 | $288 | 12/31/2023 | | SCHM | 3,821 | $288 | 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 | | Clarity Capital Advisors LLC | 3,458 | $282 | 03/31/2024 | | SCHM | 3,458 | $282 | 03/31/2024 | | Resurgent Financial Advisors LLC | 3,750 | $282 | 12/31/2023 | | SCHM | 3,750 | $282 | 12/31/2023 | | Wiley BROS. Aintree Capital LLC | 3,419 | $279 | 03/31/2024 | | SCHM | 3,419 | $279 | 03/31/2024 | | Financial Consulate Inc. | 3,389 | $276 | 03/31/2024 | | SCHM | 3,389 | $276 | 03/31/2024 | | Optimum Investment Advisors | 3,359 | $274 | 03/31/2024 | | SCHM | 3,359 | $274 | 03/31/2024 | | Zacks Investment Management | 3,530 | $266 | 12/31/2023 | | SCHM | 3,530 | $266 | 12/31/2023 | | Gainplan LLC | 3,190 | $260 | 03/31/2024 | | SCHM | 3,190 | $260 | 03/31/2024 | | Ascension Capital Advisors Inc. | 3,443 | $259 | 12/31/2023 | | SCHM | 3,443 | $259 | 12/31/2023 | | OLD National Bancorp IN | 3,171 | $258 | 03/31/2024 | | SCHM | 3,171 | $258 | 03/31/2024 | | Sandy Spring Bank | 3,431 | $258 | 12/31/2023 | | SCHM | 3,431 | $258 | 12/31/2023 | | Palisade Asset Management LLC | 3,404 | $256 | 12/31/2023 | | SCHM | 3,404 | $256 | 12/31/2023 | | American Financial Advisors LLC | 3,124 | $254 | 03/31/2024 | | SCHM | 3,124 | $254 | 03/31/2024 | | Apeiron RIA LLC | 3,108 | $253 | 03/31/2024 | | SCHM | 3,108 | $253 | 03/31/2024 | | Clifford Swan Investment Counsel LLC | 3,100 | $252 | 03/31/2024 | | SCHM | 3,100 | $252 | 03/31/2024 | | Ancora Advisors LLC | 3,348 | $252 | 12/31/2023 | | SCHM | 3,348 | $252 | 12/31/2023 | | Regions Financial Corp | 3,078 | $251 | 03/31/2024 | | SCHM | 3,078 | $251 | 03/31/2024 | | AWM Capital LLC | 3,084 | $251 | 03/31/2024 | | SCHM | 3,084 | $251 | 03/31/2024 | | 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 | | First National Bank of Mount Dora Trust Investment Services | 3,000 | $244 | 03/31/2024 | | SCHM | 3,000 | $244 | 03/31/2024 | | Hengehold Capital Management LLC | 2,960 | $241 | 03/31/2024 | | SCHM | 2,960 | $241 | 03/31/2024 | | Anderson Fisher LLC | 2,921 | $238 | 03/31/2024 | | SCHM | 2,921 | $238 | 03/31/2024 | | Betterment LLC | 3,128 | $236 | 12/31/2023 | | SCHM | 3,128 | $236 | 12/31/2023 | | BKD Wealth Advisors LLC | 2,889 | $235 | 03/31/2024 | | SCHM | 2,889 | $235 | 03/31/2024 | | Centaurus Financial Inc. | 3,122 | $235 | 12/31/2023 | | SCHM | 3,122 | $235 | 12/31/2023 | | Thrive Wealth Management LLC | 2,876 | $234 | 03/31/2024 | | SCHM | 2,876 | $234 | 03/31/2024 | | 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 | | Liberty Capital Management Inc. | 2,800 | $228 | 03/31/2024 | | SCHM | 2,800 | $228 | 03/31/2024 | | Walkner Condon Financial Advisors LLC | 2,774 | $226 | 03/31/2024 | | SCHM | 2,774 | $226 | 03/31/2024 | | Harbor Investment Advisory LLC | 2,727 | $222 | 03/31/2024 | | SCHM | 2,727 | $222 | 03/31/2024 | | Foster Group Inc. | 2,698 | $220 | 03/31/2024 | | SCHM | 2,698 | $220 | 03/31/2024 | | Bank of Montreal Can | 2,895 | $220 | 12/31/2023 | | SCHM | 2,895 | $220 | 12/31/2023 | | Patrick M Sweeney & Associates Inc. | 2,687 | $219 | 03/31/2024 | | SCHM | 2,687 | $219 | 03/31/2024 | | Financial Management Network Inc. | 2,743 | $218 | 03/31/2024 | | SCHM | 2,743 | $218 | 03/31/2024 | | Procyon Private Wealth Partners LLC | 2,650 | $216 | 03/31/2024 | | SCHM | 2,650 | $216 | 03/31/2024 | | One Day In July LLC | 2,625 | $214 | 03/31/2024 | | SCHM | 2,625 | $214 | 03/31/2024 | | 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 | | Robbins Farley LLC | 2,573 | $210 | 03/31/2024 | | SCHM | 2,573 | $210 | 03/31/2024 | | Shaker Investments LLC OH | 2,563 | $209 | 03/31/2024 | | SCHM | 2,563 | $209 | 03/31/2024 | | 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 | | Slow Capital Inc. | 2,487 | $203 | 03/31/2024 | | SCHM | 2,487 | $203 | 03/31/2024 | | Next Capital Management LLC | 2,694 | $203 | 12/31/2023 | | SCHM | 2,694 | $203 | 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 | | Strategic Equity Management | 2,460 | $200 | 03/31/2024 | | SCHM | 2,460 | $200 | 03/31/2024 | | 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 | | 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 | | SOA Wealth Advisors LLC. | 1,969 | $160 | 03/31/2024 | | SCHM | 1,969 | $160 | 03/31/2024 | | Guardian Wealth Advisors LLC NC | 2,070 | $156 | 12/31/2023 | | SCHM | 2,070 | $156 | 12/31/2023 | | Pflug Koory LLC | 1,905 | $155 | 03/31/2024 | | SCHM | 1,905 | $155 | 03/31/2024 | | Duncker Streett & Co. Inc. | 1,809 | $147 | 03/31/2024 | | SCHM | 1,809 | $147 | 03/31/2024 | | Bank of New Hampshire | 1,705 | $139 | 03/31/2024 | | SCHM | 1,705 | $139 | 03/31/2024 | | Davis Capital Management | 1,643 | $133 | 03/31/2024 | | SCHM | 1,643 | $133 | 03/31/2024 | | 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 | | Thompson Siegel & Walmsley LLC | 1,651 | $124 | 12/31/2023 | | SCHM | 1,651 | $124 | 12/31/2023 | | Northwest Investment Counselors LLC | 1,516 | $123 | 03/31/2024 | | SCHM | 1,516 | $123 | 03/31/2024 | | 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 | | First Community Trust NA | 1,275 | $104 | 03/31/2024 | | SCHM | 1,275 | $104 | 03/31/2024 | | 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 | | Morris Financial Concepts Inc. | 1,227 | $100 | 03/31/2024 | | SCHM | 1,227 | $100 | 03/31/2024 | | Oakworth Capital Inc. | 1,211 | $99 | 03/31/2024 | | SCHM | 1,211 | $99 | 03/31/2024 | | ORG Partners LLC | 1,290 | $97 | 12/31/2023 | | SCHM | 1,290 | $97 | 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 | | Coston McIsaac & Partners | 1,020 | $83 | 03/31/2024 | | SCHM | 1,020 | $83 | 03/31/2024 | | 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 | | Gradient Investments LLC | 982 | $80 | 03/31/2024 | | SCHM | 982 | $80 | 03/31/2024 | | Asset Dedication LLC | 963 | $79 | 03/31/2024 | | SCHM | 963 | $79 | 03/31/2024 | | Morton Brown Family Wealth LLC | 960 | $78 | 03/31/2024 | | SCHM | 960 | $78 | 03/31/2024 | | Grove Bank & Trust | 1,010 | $76 | 12/31/2023 | | SCHM | 1,010 | $76 | 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 | | Contravisory Investment Management Inc. | 818 | $67 | 03/31/2024 | | SCHM | 818 | $67 | 03/31/2024 | | 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 | | Hoese & Co LLP | 800 | $62 | 03/31/2024 | | SCHM | 800 | $62 | 03/31/2024 | | Stephens Consulting LLC | 740 | $60 | 03/31/2024 | | SCHM | 740 | $60 | 03/31/2024 | | 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 | | Lowe Wealth Advisors LLC | 708 | $58 | 03/31/2024 | | SCHM | 708 | $58 | 03/31/2024 | | Oak Harbor Wealth Partners LLC | 591 | $48 | 03/31/2024 | | SCHM | 591 | $48 | 03/31/2024 | | Providence Capital Advisors LLC | 640 | $48 | 12/31/2023 | | SCHM | 640 | $48 | 12/31/2023 | | Global Wealth Strategies & Associates | 574 | $47 | 03/31/2024 | | SCHM | 574 | $47 | 03/31/2024 | | AlphaCore Capital LLC | 609 | $46 | 12/31/2023 | | SCHM | 609 | $46 | 12/31/2023 | | Kathleen S. Wright Associates Inc. | 550 | $45 | 03/31/2024 | | SCHM | 550 | $45 | 03/31/2024 | | Private Ocean LLC | 545 | $44 | 03/31/2024 | | SCHM | 545 | $44 | 03/31/2024 | | Jackson Hole Capital Partners LLC | 550 | $41 | 12/31/2023 | | SCHM | 550 | $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 | | Guardian Wealth Management Inc. | 509 | $38 | 12/31/2023 | | SCHM | 509 | $38 | 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 | | 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 | | NBC Securities Inc. | 251 | $21 | 03/31/2024 | | SCHM | 251 | $21 | 03/31/2024 | | WASHINGTON TRUST Co | 250 | $20 | 03/31/2024 | | SCHM | 250 | $20 | 03/31/2024 | | 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 | | Atlantic Trust LLC | 241 | $18 | 12/31/2023 | | SCHM | 241 | $18 | 12/31/2023 | | Nalls Sherbakoff Group LLC | 240 | $18 | 12/31/2023 | | SCHM | 240 | $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 | | Hollencrest Capital Management | 197 | $15 | 12/31/2023 | | SCHM | 197 | $15 | 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 | | 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 | | Woodmont Investment Counsel LLC | 136 | $11 | 03/31/2024 | | SCHM | 136 | $11 | 03/31/2024 | | Horrell Capital Management Inc. | 120 | $10 | 03/31/2024 | | SCHM | 120 | $10 | 03/31/2024 | | McIlrath & Eck LLC | 132 | $10 | 12/31/2023 | | SCHM | 132 | $10 | 12/31/2023 | | Atlantic Edge Private Wealth Management LLC | 131 | $10 | 12/31/2023 | | SCHM | 131 | $10 | 12/31/2023 | | First Horizon Advisors Inc. | 113 | $9 | 03/31/2024 | | SCHM | 113 | $9 | 03/31/2024 | | Atticus Wealth Management LLC | 99 | $8 | 03/31/2024 | | SCHM | 99 | $8 | 03/31/2024 | | Rise Advisors LLC | 100 | $8 | 03/31/2024 | | SCHM | 100 | $8 | 03/31/2024 | | 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 | | Bellevue Asset Management LLC | 68 | $6 | 03/31/2024 | | SCHM | 68 | $6 | 03/31/2024 | | 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 | | 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 | | Caitlin John LLC | 38 | $3 | 12/31/2023 | | SCHM | 38 | $3 | 12/31/2023 | | MTM Investment Management LLC | 20 | $2 | 03/31/2024 | | SCHM | 20 | $2 | 03/31/2024 | | 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 | 03/31/2024 | | SCHM | 18 | $1 | 03/31/2024 | | Cutler Group LP | | $1 | 03/31/2024 | | Call | 200 | $1 | 03/31/2024 | | JNBA Financial Advisors | 7 | $1 | 03/31/2024 | | SCHM | 7 | $1 | 03/31/2024 | | NewSquare Capital LLC | 12 | $1 | 12/31/2023 | | SCHM | 12 | $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 | | Sound Income Strategies LLC | 3 | $0 | 03/31/2024 | | SCHM | 3 | $0 | 03/31/2024 | | APCM Wealth Management for Individuals | 3 | $0 | 03/31/2024 | | SCHM | 3 | $0 | 03/31/2024 | | 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 | | 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
|
|
Free SCHM Email Alerts:
