iShares Core U.S. AggregateAGGETF

13F holders, Q1 2024 (March 31)

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

1,746holders

4famous investors

$98.04avg. 13F price*

At the end of Q1 2024, 1,746 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings. The largest holders were Jones Financial Companies LLLP ($9.3B), Raymond James & Associates ($6.5B) and Wells Fargo & Company ($5.7B). 4 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company: iShares Core U.S. Aggregate
CUSIP: 464287226
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

	Institutions	Total Value
New Positions	109	$480.4M
Exits	130	$638.5M

Ownership 1,746 holders


Jones Financial Companies LLLP	12.74%	Add +7.8%	95,445,808	$9.3B
Raymond James & Associates	4.39%	Add +4.7%	66,048,359	$6.5B
Wells Fargo & Company	1.51%	Add +7.4%	58,218,886	$5.7B
BlackRock Inc.	0.10%	Reduce -1.9%	43,928,382	$4.3B
Bank of America Corp.	0.40%	Reduce -2.5%	41,100,436	$4.0B
Envestnet Asset Management Inc.	1.44%	Reduce -3.3%	39,436,538	$3.9B
US Bancorp \de	4.33%	Add +9.3%	31,699,004	$3.1B
Morgan Stanley	0.21%	Reduce -2.8%	27,116,168	$2.7B
Goldman Sachs Group Inc.	0.52%	Add +31.0%	25,219,523	$2.5B
Mercer Global Advisors Inc.	4.93%	Add +17.0%	17,640,346	$1.7B
Betterment LLC	4.63%	Add +83.3%	17,624,085	$1.7B
Envestnet Portfolio Solutions, Inc.	6.34%	Add +16.6%	17,226,230	$1.7B
Northern Trust Corp.	0.25%	Add +4.7%	14,625,716	$1.4B
Charles Schwab Investment Management Inc.	0.29%	Reduce -10.0%	12,789,785	$1.3B
Creative Planning	1.37%	Add +0.7%	12,640,172	$1.2B
Acorns Advisers, LLC	11.40%	Add +7.9%	10,425,631	$1.0B
Wealth Enhancement Advisory Services, LLC	2.64%	Add +17.9%	10,420,989	$1.0B
Ameriprise Financial Inc.	0.27%	Add +15.3%	10,059,890	$986.7M
WealthNavi Inc.	12.35%	Add +4.5%	9,472,127	$927.7M
UBS Group AG	0.30%	Add +1.8%	9,395,144	$920.2M
First Citizens Bank & Trust Co.	17.49%	Add +19.2%	9,324,792	$913.3M
Tiaa Trust, National Association	2.54%	Add +11.4%	8,462,773	$829.1M
Northwestern Mutual Wealth Management Co.	0.85%	Add +5.5%	8,458,275	$828.4M
JPMorgan Chase & Co.	0.07%	Reduce -12.1%	7,848,421	$768.7M
FMR LLC	0.05%	Reduce -50.0%	7,705,516	$754.7M
Prudential Financial Inc.	1.01%	Reduce -1.9%	7,288,957	$713.9M
Truist Financial Corp.	1.02%	Add +7.3%	6,846,718	$670.6M
LPL Financial LLC	0.35%	Reduce -6.7%	6,602,135	$646.6M
Mariner, LLC	1.32%	Add +32.7%	6,533,184	$639.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	4.30%	Add +0.6%	6,416,986	$628.5M
Factory Mutual Insurance Co.	6.89%	Add +50.1%	6,125,091	$599.9M
PNC Financial Services Group, Inc.	0.39%	Add +3.8%	5,794,919	$567.6M
Members Trust Co	16.64%	Add +1.8%	5,697,795	$558.0M
Stifel Financial Corp.	0.63%	Add +4.4%	5,622,744	$550.7M
United Services Automobile Association	13.07%	Reduce -33.5%	5,428,732	$531.7M
Bank of New York Mellon Corp	0.10%	Add +5.2%	5,346,714	$523.7M
Raymond James Financial Services Advisors, Inc.	0.78%	Add +4.8%	5,330,712	$522.1M
Royal Bank of Canada	0.09%	Add +9.9%	3,945,658	$386.4M
D.A. Davidson & Co.	3.46%	Add +9.3%	3,908,874	$382.8M
Cetera Investment Advisers	0.88%	Add +163.0%	3,827,408	$374.9M
Avantax Advisory Services, Inc.	3.12%	Add +2.1%	3,588,772	$351.5M
Citigroup Inc.	0.34%	Add +9.4%	3,157,448	$309.2M
Janus Henderson Group PLC	0.16%	Reduce -0.5%	2,938,061	$287.8M
SigFig Wealth Management, LLC	9.98%	Add +1.3%	2,780,267	$272.0M
Balentine LLC	7.29%	Add +4.4%	2,494,209	$244.3M
Alliancebernstein L.P.	0.08%	Add +7.2%	2,388,681	$233.9M
South Dakota Investment Council	4.77%	No change	2,344,500	$229.6M
Commonwealth Equity Services, LLC	0.37%	Add +7.0%	2,250,511	$220.4M
Sequoia Financial Advisors, LLC	2.71%	Add +6.7%	2,220,916	$217.5M
Blue Trust, Inc.	2.96%	Add +2.2%	2,145,431	$210.1M
Dynasty Wealth Management, LLC	6.65%	—	2,129,842	$208.6M
Quotient Wealth Partners, LLC	7.23%	Add +17.2%	2,067,506	$202.5M
Allspring Global Investments Holdings, LLC	0.31%	Add +39.1%	2,042,285	$200.0M
HighTower Advisors, LLC	0.32%	Add +6.5%	2,036,560	$199.5M
Mackenzie Financial Corp.	0.28%	Add +27.7%	1,954,700	$191.4M
Edgehill Endowment Partners, LLC	23.23%	Add +11.9%	1,936,260	$189.6M
Cerity Partners LLC	0.49%	Add +51.4%	1,891,632	$185.0M
Disciplina Capital Management LLC	28.84%	Add +25.7%	1,745,552	$171.0M
Summit Trail Advisors, LLC	4.52%	Add +87.6%	1,737,414	$170.2M
Vantagepoint Investment Advisers LLC	27.52%	No change	1,698,198	$166.3M
Prime Capital Investment Advisors, LLC	2.27%	Add +16.5%	1,662,844	$162.9M
Axxcess Wealth Management, LLC	4.47%	Add +6.1%	1,610,932	$157.8M
EP Wealth Advisors, LLC	1.78%	Reduce -13.6%	1,552,117	$152.0M
Spire Wealth Management	2.79%	Add +1.6%	354,876	$152.0M
Stairway Partners, LLC	12.07%	Add +27.8%	1,525,427	$149.4M
Capital Asset Advisory Services LLC	8.53%	Add +6.1%	1,540,974	$149.0M
Geisinger Health	41.38%	Reduce -13.8%	1,515,813	$148.5M
Thrivent Financial for Lutherans	0.30%	Add +83.4%	1,507,257	$147.6M
Bank of Montreal	0.04%	Add +17.4%	1,442,184	$141.4M
GenTrust, LLC	8.69%	Add +1.2%	1,438,348	$140.9M
Mitsubishi UFJ Trust & Banking Corp	0.32%	No change	1,413,455	$138.4M
Mason Street Advisors, LLC	23.18%	Add +18.7%	1,406,300	$137.7M
Charter Oak Capital Management, LLC	14.63%	Add +22.6%	1,394,141	$136.5M
Cahaba Wealth Management, Inc.	12.17%	Add +3.5%	1,366,297	$133.8M
HSBC Holdings PLC	0.09%	Reduce -2.2%	1,309,789	$128.3M
GE Investment Management Corp.	11.91%	New	1,281,472	$125.5M
1832 Asset Management L.P.	0.23%	Add +0.8%	1,262,301	$123.6M
Osaic Holdings, Inc.	0.27%	Reduce -66.0%	1,254,506	$122.9M
Forvis Mazars Wealth Advisors, LLC	3.07%	Add +17.2%	1,232,022	$120.7M
Destination Wealth Management	4.01%	Add +21.5%	1,230,158	$120.5M
Campbell Wealth Management	11.89%	Add +76.3%	1,221,368	$119.6M
Charles Schwab Trust Co	11.29%	Add +0.5%	1,217,636	$119.3M
Country Trust Bank	3.06%	Reduce -12.1%	1,207,043	$118.2M
O'shaughnessy Asset Management, LLC	1.26%	Add +67.7%	1,165,874	$114.2M
Brookstone Capital Management	2.03%	Add +109.8%	1,158,576	$113.5M
Stamos Capital Partners, L.P.	25.72%	Add +64.5%	1,156,800	$113.3M
Cambridge Investment Research Advisors, Inc.	0.43%	Reduce -12.7%	1,128,732	$110.5M
MML Investors Services, LLC	0.44%	Add +2.5%	1,094,792	$107.2M
Rock Creek Group LLC	13.24%	Add +42.6%	1,277,485	$105.1M
Assetmark, Inc.	0.34%	Reduce -13.5%	1,063,258	$104.1M
Graves Light Lenhart Wealth, Inc.	11.63%	Add +18.8%	1,025,314	$100.4M
Mill Creek Capital Advisors, LLC	2.71%	Reduce -29.2%	1,019,581	$99.9M
Cliftonlarsonallen Wealth Advisors, LLC	2.21%	Add +3.9%	992,843	$97.2M
Sumitomo Mitsui Trust Group, Inc.	0.07%	No change	992,594	$97.2M
Rational Advisors, Inc.	9.05%	Reduce -3.9%	973,864	$95.4M
Evoke Wealth, LLC	2.75%	Add +18862.4%	944,326	$92.5M
Principal Securities, Inc.	2.86%	Reduce -9.3%	937,024	$91.8M
Trajan Wealth LLC	6.05%	—	913,459	$89.5M
Kingsview Wealth Management, LLC	2.24%	Add +9.3%	913,407	$89.5M
Corient Private Wealth LP	0.16%	Reduce -16.8%	898,215	$87.9M
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	0.23%	New	896,795	$87.8M
McKinley Carter Wealth Services, Inc.	5.83%	Add +5.8%	890,962	$87.3M
Keybank National Association	0.35%	Reduce -0.2%	871,206	$85.3M
Steward Partners Investment Advisory, LLC	0.92%	Add +75.4%	855,510	$83.8M
Trust Co	10.97%	Add +1.4%	852,519	$83.5M
Lido Advisors, LLC	0.75%	Reduce -6.0%	850,409	$83.3M
Beacon Pointe Advisors, LLC	0.92%	Add +4.8%	838,967	$82.2M
Fisher Asset Management	0.04%	Reduce -0.3%	838,647	$82.1M
Rebalance, LLC	6.71%	Add +1.5%	833,940	$81.7M
Barings LLC	1.98%	Reduce -12.7%	795,430	$77.9M
Cornerstone Wealth Group, LLC	7.18%	Add +2.4%	792,962	$77.7M
Trustmark Bank Trust Department	6.32%	Add +57.4%	791,157	$77.5M
Alerus Financial NA	5.81%	Add +2.1%	785,455	$76.9M
Steele Capital Management, Inc.	4.39%	Add +7.3%	780,702	$76.5M
Ritholtz Wealth Management	2.63%	Add +134.4%	777,265	$76.1M
Toews Corp.	13.20%	New	774,639	$75.9M
Wesbanco Bank Inc.	2.85%	Add +28.0%	770,639	$75.5M
Mirae Asset Global Investments Co., Ltd.	0.16%	Add +13.8%	761,016	$74.5M
Baker Avenue Asset Management, LP	2.87%	Add +4.3%	758,054	$74.2M
Zacks Investment Management	0.78%	Add +53.6%	750,002	$73.5M
Sumitomo Mitsui Financial Group, Inc.	2.27%	Add +18.4%	746,120	$73.1M
Juniper Hill Capital Management LP	19.23%	No change	736,489	$72.1M
NewEdge Advisors, LLC	0.61%	Add +0.9%	717,652	$70.3M
Efficient Advisors, LLC	4.43%	Add +2.6%	705,539	$69.1M
Fifth Third Bancorp	0.27%	Reduce -60.8%	700,523	$68.6M
M&T Bank Corp	0.24%	Reduce -4.0%	698,855	$68.4M
Cambridge Associates LLC /Ma/	3.65%	Add +35.2%	695,575	$68.1M
Janney Montgomery Scott LLC	0.20%	Add +6.9%	684,240	$67.0M
Orion Porfolio Solutions, LLC	0.71%	Reduce -13.0%	681,933	$66.8M
Orion Portfolio Solutions, LLC	0.71%	Reduce -13.0%	681,933	$66.8M
United Capital Financial Advisors, LLC	0.54%	Add +0.9%	667,646	$65.4M
Franklin Resources Inc.	0.02%	Reduce -2.2%	665,566	$65.2M
Brave Asset Management Inc.	16.92%	Add +3.9%	665,541	$65.2M
SVB Wealth LLC	1.41%	Add +67.8%	646,131	$63.3M
Professional Financial Advisors, LLC	18.07%	Add +0.6%	644,775	$63.1M
Sand Hill Global Advisors, LLC	2.93%	Add +9.9%	630,062	$61.7M
Wealthspire Retirement, LLC	5.29%	Add +171.7%	626,501	$61.4M
Parallel Advisors, LLC	1.61%	Add +57.1%	607,757	$59.5M
Compton Financial Group, LLC	20.01%	Add +22.8%	607,314	$59.5M
Focus Partners Wealth	0.48%	Add +25.7%	606,828	$59.4M
Meridian Wealth Partners, LLC	10.72%	Add +21.9%	606,679	$59.4M
Comerica Bank	0.26%	Reduce -4.9%	604,783	$59.2M
Zions Bancorporation, N.A.	4.32%	Add +8.2%	599,462	$58.7M
Simplify Asset Management Inc.	5.55%	Add +635.1%	591,018	$57.9M
BNP Paribas Financial Markets	0.07%	Reduce -33.7%	589,845	$57.8M
Victory Capital Management Inc.	0.06%	Add +78.5%	589,237	$57.7M
First Citizens Asset Management, Inc.	21.81%	New	588,157	$57.6M
First Merchants Corp.	4.30%	Add +13.0%	583,517	$57.1M
Prosperity Consulting Group, LLC	7.10%	Add +1035.6%	578,000	$56.6M
Freestone Capital Holdings, LLC	2.05%	Add +1.4%	560,466	$54.9M
Cwm, LLC	0.27%	Add +104.7%	558,320	$54.7M
JFS Wealth Advisors, LLC	4.32%	Add +9.2%	556,100	$54.5M
Metropolitan Life Insurance Co	2.37%	Add +6.7%	554,534	$54.3M
Raymond James Trust N.A.	1.32%	Add +13.4%	554,371	$54.3M
National Bank of Canada	0.09%	Add +2.3%	558,613	$53.8M
Provenance Wealth Advisors, LLC	7.37%	Add +0.5%	534,897	$52.4M
Macquarie Group Ltd.	0.06%	Add +349.2%	529,088	$51.8M
PDS Planning, Inc	5.41%	Add +5.4%	525,927	$51.5M
Bar Harbor Wealth Management	3.44%	Add +5.5%	523,406	$51.3M
Affiance Financial, LLC	13.87%	Add +6.9%	522,665	$51.2M
P/E Global LLC	13.53%	Reduce -92.3%	517,526	$50.7M
TruWealth Advisors, LLC	3.49%	Add +5.1%	510,400	$50.0M
BLB&B Advisors, LLC	2.81%	Add +9.3%	509,077	$49.9M
National Philanthropic Trust	1.08%	Add +6.7%	505,348	$49.5M
Smith & Howard Wealth Management, LLC	15.30%	Add +42.2%	505,288	$49.5M
Liquid Strategies, LLC	12.70%	Add +6.3%	501,119	$49.1M
Cable Hill Partners, LLC	5.91%	No change	489,137	$48.2M
Adaptive Financial Consulting, LLC	21.42%	Add +3.5%	490,059	$48.0M
Facet Wealth, Inc.	1.62%	Reduce -11.9%	498,458	$48.0M
Baird Financial Group, Inc.	0.10%	Reduce -46.5%	489,894	$48.0M
Kestra Private Wealth Services, LLC	1.08%	Add +5.3%	488,475	$47.8M
Schroder Investment Management Group	0.06%	Reduce -42.4%	488,398	$47.8M
Summit Global Investments	3.46%	Reduce -25.5%	475,688	$46.6M
First Horizon Advisors, Inc.	1.43%	Add +0.3%	473,831	$46.4M
Park Avenue Securities LLC	0.60%	Reduce -0.6%	472,582	$46.3M
MTC Wealth Management LLC	21.08%	Reduce -1.9%	468,363	$45.9M
Voya Investment Management LLC	0.05%	Reduce -14.9%	463,120	$45.4M
First Business Financial Services, Inc.	4.84%	Add +0.9%	460,699	$45.1M
Atria Wealth Solutions, Inc.	0.50%	Add +3.3%	454,020	$44.5M
Focus Financial Network, Inc.	2.14%	—	459,807	$43.8M
New York Life Investment Management LLC	0.42%	Add +0.9%	431,365	$42.2M
Private Advisor Group, LLC	0.30%	Add +3.1%	428,903	$42.0M
Center for Financial Planning, Inc.	6.24%	Add +6264.6%	426,112	$41.7M
Sunflower Bank, N.A.	9.31%	Reduce -1.1%	422,646	$41.4M
Phillips Financial Management, LLC	3.37%	Reduce -2.7%	419,816	$41.1M
CIBC Private Wealth Group LLC	0.08%	Add +424.6%	421,477	$40.9M
Ameritas Investment Partners, Inc.	1.38%	Reduce -0.1%	410,487	$40.2M
SG Americas Securities, LLC	0.21%	Reduce -22.6%	409,846	$40.1M
Bricktown Capital, LLC	8.07%	Add +8.2%	406,910	$39.9M
Vicus Capital	3.62%	Add +4.4%	404,998	$39.7M
Gridiron Partners, LLC	24.88%	Add +38.5%	398,491	$39.0M
Cullen/Frost Bankers, Inc.	0.56%	Reduce -19.0%	387,792	$38.0M
ETF Portfolio Partners, Inc.	11.99%	Add +4.6%	386,529	$37.9M
Howard Capital Management, LLC	4.12%	Reduce -0.3%	385,025	$37.7M
Divergent Wealth Advisors	7.54%	Add +46.3%	384,679	$37.7M
Atria Investments, Inc	0.52%	Add +6.0%	383,836	$37.6M
Marquette Asset Management, LLC	6.51%	Add +1.8%	383,523	$37.6M
Amarillo National Bank	7.01%	Reduce -8.9%	383,266	$37.5M
Equitable Holdings, Inc.	0.42%	Add +1.7%	381,759	$37.4M
Mascoma Wealth Management LLC	10.56%	Add +18.6%	378,984	$37.1M
Twele Capital Management, Inc.	8.35%	Reduce -31.1%	376,873	$36.9M
Robertson Stephens Wealth Management, LLC	2.00%	Add +18.5%	371,686	$36.4M
Janiczek Wealth Management, LLC	7.74%	Add +10.3%	371,083	$36.3M
Fulton Breakefield Broenniman LLC	2.76%	Add +1.7%	366,602	$35.9M
GoalFusion Wealth Management, LLC	22.64%	Add +27.8%	362,993	$35.6M
Bristlecone Advisors, LLC	3.12%	Add +15.3%	361,924	$35.4M
Capital Insight Partners, LLC	6.56%	Add +3.6%	358,357	$35.1M
Keel Point, LLC	3.62%	Add +25.1%	357,561	$35.0M
DB Fitzpatrick & Co, Inc	32.03%	Add +20.0%	356,519	$34.9M
Dakota Wealth Management	0.87%	Add +425.2%	356,367	$34.9M
Wilshire Advisors LLC	17.16%	Add +5.6%	352,266	$34.5M
Northwestern Mutual Investment Management Company, LLC	0.90%	Add +1.4%	351,980	$34.5M
Tandem Wealth Advisors LLC	18.93%	Add +2.6%	353,370	$34.4M
Allworth Financial LP	0.24%	Reduce -5.4%	351,271	$34.4M
Cornerstone Management, Inc.	7.58%	Add +4.2%	348,823	$34.2M
Vantage Financial Partners, LLC	9.09%	Add +2.8%	344,802	$33.8M
Apollon Wealth Management, LLC	1.06%	Reduce -42.8%	343,935	$33.7M
TD Capital Management LLC	3.59%	Reduce -6.4%	343,462	$33.6M
Voisard Asset Management Group, Inc.	18.82%	Add +4.4%	341,323	$33.4M
Global Retirement Partners, LLC	1.24%	Add +5.2%	338,136	$33.1M
Acorn Financial Advisory Services Inc.	6.25%	Add +44.1%	337,823	$33.1M
Legacy Financial Strategies, LLC	8.48%	Add +3.3%	335,819	$32.9M
Legacy Private Trust Co.	2.37%	Reduce -1.9%	331,027	$32.4M
Wealthcare Advisory Partners LLC	1.06%	Add +26.8%	330,070	$32.3M
Cyndeo Wealth Partners, LLC	2.67%	Add +0.5%	327,774	$32.1M
Hantz Financial Services, Inc.	0.62%	Reduce -14.5%	323,037	$31.6M
Archvest Wealth Advisors, Inc.	22.17%	Add +7.5%	323,610	$31.4M
Connable Office Inc.	3.53%	Add +84.2%	318,519	$31.2M
Bell Bank	2.67%	Add +8.0%	316,949	$31.0M
Bank of Hawaii	1.50%	Add +1.2%	314,957	$30.8M
Bright Financial Advisors, Inc.	22.59%	—	316,967	$30.3M
Gallagher Fiduciary Advisors, LLC	1.07%	Add +0.5%	307,290	$30.1M
Ellenbecker Investment Group	6.32%	Add +8.8%	307,242	$30.1M
Towercrest Capital Management	5.05%	Add +5.7%	305,677	$29.9M
OneDigital Investment Advisors LLC	0.47%	Add +65.0%	305,531	$29.9M
First Hawaiian Bank	0.93%	Reduce -3.2%	304,552	$29.8M
Lincoln National Corp.	0.45%	Add +32.1%	295,485	$28.9M
Abound Wealth Management	11.01%	Add +6.4%	295,029	$28.9M
LVZ, Inc.	3.92%	Add +5.6%	294,553	$28.8M
Bouchey Financial Group, Ltd.	2.83%	Add +41.3%	293,941	$28.8M
Prentice Wealth Management LLC	9.96%	Add +4.7%	293,000	$28.7M
Tectonic Advisors LLC	2.19%	Add +23.3%	292,828	$28.7M
Sound Financial Strategies Group, LLC	23.72%	Reduce -1.0%	291,161	$28.5M
Scotia Capital Inc.	0.17%	Add +4.6%	290,688	$28.5M
Baron Silver Stevens Financial Advisors, LLC	5.54%	Add +4.4%	290,408	$28.4M
Tidal Investments LLC	0.48%	Add +23.6%	284,843	$27.9M
Single Point Partners, LLC	6.44%	Add +4.6%	283,080	$27.7M
Bokf, NA	0.50%	Reduce -53.3%	285,234	$27.7M
GP Brinson Investments LLC	11.74%	No change	280,650	$27.5M
Fort Point Capital Partners LLC	3.70%	Add +5.6%	278,728	$27.3M
Beirne Wealth Consulting Services, LLC	11.41%	Add +46.8%	274,837	$26.9M
Full Sail Capital, LLC	1.87%	Add +8.6%	274,180	$26.9M
Kestra Advisory Services, LLC	0.18%	Add +0.1%	273,647	$26.8M
Passaic Partners LLC	3.83%	Add +10.2%	270,966	$26.5M
Snider Financial Group	10.89%	Add +35.3%	266,698	$26.1M
Rhumbline Advisers	0.02%	Reduce -49.0%	264,344	$25.9M
DT Investment Partners, LLC	2.61%	Add +12.3%	263,717	$25.8M
Astoria Strategic Wealth, Inc.	8.16%	Add +0.3%	263,059	$25.8M
Shakespeare Wealth Management, LLC	7.42%	Add +6.0%	261,343	$25.6M
Perigon Wealth Management, LLC	0.77%	Add +18.9%	257,954	$25.3M
Geller Advisors LLC	2.05%	Add +7.0%	257,575	$25.2M
Bartlett & Co. Wealth Management LLC	0.39%	Reduce -10.2%	256,467	$25.1M
Crestwood Advisors Group, LLC	0.55%	Reduce -11.8%	254,885	$25.0M
Deere & Co.	17.61%	Reduce -26.9%	252,278	$24.7M
Regions Financial Corp.	0.19%	Reduce -4.2%	251,970	$24.7M
Enterprise Bank & Trust Co	8.47%	Add +3.0%	251,845	$24.7M
MV Capital Management, Inc.	2.81%	Reduce -23.2%	250,367	$24.5M
First Bank & Trust	4.98%	Add +7.8%	245,836	$24.1M
Galvin, Gaustad & Stein, LLC	2.23%	Add +4.5%	244,549	$24.0M
Souders Financial Advisors	3.77%	Add +8.8%	244,257	$23.9M
Concourse Financial Group Securities, Inc.	1.53%	Add +0.3%	241,709	$23.7M
Great Valley Advisor Group, Inc.	0.72%	Add +4.7%	240,756	$23.6M
Parkside Advisors LLC	6.04%	Add +2.9%	239,751	$23.5M
TCI Wealth Advisors, Inc.	2.30%	Reduce -2.0%	238,755	$23.4M
Financial Designs Corp	15.34%	Reduce -5.4%	237,686	$23.3M
Transform Wealth, LLC	2.20%	Add +7.2%	236,362	$23.1M
Hudson Capital Management LLC	8.20%	Add +14.5%	234,176	$22.9M
Heartwood Wealth Advisors LLC	2.80%	Add +8.4%	232,351	$22.8M
Berger Financial Group, Inc	1.87%	Add +4.3%	231,977	$22.7M
Central Bank & Trust Co.	3.22%	Add +10.7%	230,737	$22.6M
Hancock Whitney Corp.	0.78%	Reduce -13.2%	229,639	$22.5M
Composition Wealth, LLC	0.56%	Reduce -43.2%	228,444	$22.4M
Fort Henry Capital, LLC	16.42%	Add +6.0%	227,326	$22.3M
Visionary Wealth Advisors	1.50%	Add +24.2%	226,918	$22.2M
Smithfield Trust Co	1.17%	Add +17.3%	224,781	$22.0M
Verger Capital Management LLC	10.90%	Add +4.8%	217,834	$21.3M
Madison Asset Management, LLC	0.26%	Reduce -1.8%	217,815	$21.3M
Summit Wealth Partners, LLC	4.55%	Add +5.1%	217,692	$21.3M
Walker Financial Services, Inc.	17.52%	New	217,685	$21.3M
SYM FINANCIAL Corp	3.51%	Reduce -38.2%	217,488	$21.3M
First Foundation Advisors	0.85%	Add +54.7%	216,815	$21.2M
Arbor Investment Advisors, LLC	3.10%	Add +17.1%	216,167	$21.2M
Advisory Services Network, LLC	0.47%	Add +11.3%	214,627	$21.0M
Eley Financial Management, Inc	9.00%	Add +6.0%	213,289	$20.9M
Lutz Financial Services LLC	1.80%	Add +0.7%	210,158	$20.6M
MBL Wealth, LLC	2.34%	Add +8.7%	209,659	$20.5M
New York State Common Retirement Fund	0.03%	Reduce -40.7%	208,922	$20.5M
Elm Partners Management LLC	1.62%	Reduce -6.9%	208,857	$20.5M
Matrix Trust Co	4.60%	Reduce -1.9%	207,779	$20.4M
Hudock, Inc.	4.47%	Reduce -15.6%	207,084	$20.3M
Valmark Advisers, Inc.	0.35%	Add +4.4%	206,796	$20.3M
Bowman & Co S.C.	12.26%	Add +3.9%	206,100	$20.2M
Accredited Investors Inc.	1.30%	Reduce -39.5%	205,925	$20.2M
Cultivar Capital, Inc.	16.99%	Add +1.4%	203,204	$19.9M
BayBridge Capital Group, LLC	17.21%	Add +5.8%	206,935	$19.7M
Financial Engines Advisors L.L.C.	0.04%	Reduce -16.6%	200,825	$19.7M
Syon Capital LLC	1.85%	Add +32.8%	200,085	$19.6M
Fairview Capital Investment Management, LLC	1.10%	Add +45.9%	198,782	$19.5M
Boyd Wealth Management, LLC	11.03%	Add +39.9%	197,101	$19.3M
Stratos Wealth Advisors, LLC	1.13%	Reduce -5.2%	195,203	$19.1M
Onyx Bridge Wealth Group LLC	3.40%	Reduce -9.8%	199,536	$19.0M
Elwood & Goetz Wealth Advisory Group, LLC	4.58%	Reduce -51.4%	192,670	$18.9M
Stratos Wealth Partners, LTD.	0.32%	Reduce -4.6%	192,369	$18.8M
Cresset Asset Management, LLC	0.09%	Add +67.9%	191,913	$18.8M
Silver Coast Investments LLC	7.66%	Add +6.6%	191,510	$18.8M
Jane Street Group, LLC	0.02%	Add +5320.4%	189,715	$18.6M
Concurrent Investment Advisors, LLC	0.75%	Add +29.1%	189,256	$18.5M
Rockefeller Capital Management L.P.	0.05%	Reduce -8.4%	188,992	$18.5M
Vestmark Advisory Solutions, Inc.	0.80%	Reduce -0.9%	188,657	$18.5M
Genus Capital Management Inc.	2.37%	—	186,700	$18.3M
Main Street Financial Solutions, LLC	1.95%	Add +10.4%	186,695	$18.3M
Colton Groome Financial Advisors, LLC	7.35%	Add +21.6%	186,629	$18.3M
Beacon Investment Advisory Services, Inc.	0.79%	Add +16.9%	186,394	$18.3M
Wealthspire Advisors, LLC	0.24%	Reduce -3.7%	184,600	$18.1M
Sheridan Capital Management, LLC	13.58%	Reduce -1.9%	183,898	$18.0M
Ascent Group, LLC	1.58%	Add +0.0%	183,124	$17.9M
iA Global Asset Management Inc.	0.37%	No change	182,900	$17.9M
Hilltop Partners LLC	6.36%	Add +94.5%	181,779	$17.8M
Man Group plc	0.05%	Add +99.3%	181,408	$17.8M
New Capital Management LP	5.24%	Add +6.6%	179,043	$17.5M
Ballast Advisors LLC	5.89%	Add +14.1%	178,426	$17.5M
Banco Bilbao Vizcaya Argentaria, S.A.	0.20%	Reduce -12.8%	178,160	$17.4M
Financial & Tax Architects, LLC	4.74%	Add +128.3%	175,955	$17.2M
Flagship Harbor Advisors, LLC	1.09%	Add +122.3%	172,809	$16.9M
Mutual Advisors, LLC	0.53%	Add +9.2%	168,048	$16.5M
Chemung Canal Trust Co.	3.18%	Reduce -8.4%	167,962	$16.5M
Principal Financial Group Inc.	0.01%	Add +264.8%	167,533	$16.4M
Moloney Securities Asset Management, LLC	2.49%	New	167,479	$16.4M
Founders Financial Securities LLC	1.72%	Add +34.6%	167,039	$16.4M
Sigma Planning Corp	0.51%	Add +107.3%	165,977	$16.3M
Regimen Wealth, LLC	5.60%	Add +3.9%	164,802	$16.1M
WASHINGTON TRUST Co	0.59%	Add +1.4%	163,983	$16.1M
Financial Advocates Investment Management	0.93%	Add +35.9%	163,352	$16.0M
Verdence Capital Advisors LLC	1.45%	Add +9.8%	163,060	$16.0M
Peddock Capital Advisors, LLC	4.17%	Reduce -0.3%	162,681	$15.9M
LPWM LLC	5.80%	Reduce -3.0%	164,957	$15.8M
Horizon Investments, LLC	0.41%	Add +35.2%	162,255	$15.8M
Capital Analysts, LLC	0.73%	Reduce -2.4%	160,035	$15.7M
TBH Global Asset Management, LLC	3.13%	Reduce -17.6%	159,832	$15.7M
Rehmann Capital Advisory Group	1.17%	Reduce -10.3%	159,728	$15.6M
Grey Fox Wealth Advisors, LLC	5.86%	Add +19.6%	159,105	$15.6M
Skyline Advisors, Inc.	6.97%	Add +0.9%	159,063	$15.6M
Wrapmanager Inc.	4.32%	Add +10.2%	158,944	$15.6M
Agincourt Capital Management, LLC	14.64%	Add +6.2%	158,835	$15.6M
Quattro Financial Advisors LLC	4.40%	Add +159653.5%	158,156	$15.5M
Diversified Trust Co.	0.47%	Add +15.1%	157,877	$15.5M
Arcadia Wealth Management, LLC	9.48%	Add +52.7%	157,130	$15.4M
IHT Wealth Management, LLC	0.62%	Add +18.2%	156,732	$15.4M
Unique Wealth, LLC	4.28%	Add +0.2%	154,903	$15.2M
Marquette Associates, Inc.	10.70%	No change	154,490	$15.1M
9258 Wealth Management, LLC	2.36%	Add +0.7%	154,402	$15.1M
Clearwater Capital Advisors, LLC	1.60%	Reduce -0.8%	152,865	$15.0M
Exencial Wealth Advisors, LLC	0.56%	Reduce -0.5%	152,225	$14.9M
TCP Asset Management, LLC	3.89%	Reduce -3.8%	150,489	$14.7M
Independent Solutions Wealth Management, LLC	3.49%	Add +6.9%	149,754	$14.7M
Aveo Capital Partners, LLC	1.60%	Add +66.0%	152,347	$14.7M
Freedom Investment Management, Inc.	1.17%	Add +15.0%	148,982	$14.6M
Empower Advisory Group, LLC	0.05%	Reduce -89.9%	148,755	$14.6M
Calamos Wealth Management LLC	0.83%	Add +0.5%	148,590	$14.6M
International City Management Association Retirement Corp	12.02%	No change	146,850	$14.4M
Catalyst Financial Partners LLC	3.70%	Add +14.4%	150,406	$14.4M
Tiemann Investment Advisors, LLC	6.38%	Add +12.9%	145,683	$14.3M
Prospera Financial Services Inc	0.42%	Add +2.8%	145,281	$14.2M
Pure Financial Advisors, LLC	0.45%	Add +9.4%	145,265	$14.2M
Greenspring Advisors, LLC	3.54%	Add +33.6%	144,886	$14.2M
Marcum Wealth, LLC	1.43%	Add +26.4%	144,014	$14.1M
Sowell Financial Services LLC	0.66%	Reduce -1.4%	143,892	$14.1M
Crestmont Private Wealth LLC	6.96%	Reduce -7.5%	143,166	$14.0M
Patriot Investment Management Group, Inc.	1.10%	Add +26.8%	142,074	$13.9M
Webster Bank, N. A.	1.55%	Add +7.4%	141,785	$13.9M
Continuum Wealth Advisors, LLC	7.84%	Add +15.4%	141,559	$13.9M
Wetzel Investment Advisors, Inc.	8.13%	Add +0.8%	144,897	$13.8M
Ameliora Wealth Management Ltd.	6.22%	Add +11.9%	140,009	$13.7M
Modera Wealth Management, LLC	0.21%	Add +7.3%	137,729	$13.5M
Trustees of the Smith College	51.99%	Reduce -19.7%	137,399	$13.5M
Royal Harbor Partners, LLC	5.86%	Add +1.4%	137,334	$13.5M
Greystone Financial Group, LLC	2.67%	Reduce -41.3%	136,654	$13.4M
Tanager Wealth Management LLP	2.16%	Reduce -2.2%	136,572	$13.4M
Interactive Financial Advisors, Inc.	7.39%	Add +9072.5%	136,486	$13.4M
Greenwood Capital Associates LLC	1.75%	Add +2.7%	134,797	$13.2M
Chesapeake Wealth Management	4.80%	Add +7.1%	134,553	$13.2M
Octavia Wealth Advisors, LLC	1.94%	Add +849.0%	134,079	$13.1M
Avantax Planning Partners, Inc.	0.42%	Reduce -4.7%	132,948	$13.0M
AdvisorNet Financial, Inc	1.25%	Add +20.5%	132,891	$13.0M
Providence First Trust Co	5.61%	Add +29.2%	132,139	$12.9M
Easterly Investment Partners LLC	0.98%	Add +4.0%	131,350	$12.9M
Canton Hathaway, LLC	3.45%	No change	131,216	$12.9M
Watershed Private Wealth LLC	5.68%	Add +204.0%	131,000	$12.8M
CWA Asset Management Group, LLC	0.78%	Add +25.5%	130,779	$12.8M
Commerce Bank	0.08%	Reduce -53.5%	130,724	$12.8M
Barclays PLC	0.01%	Add +6375.8%	129,581	$12.7M
Wilbanks Smith & Thomas Asset Management LLC	0.35%	Add +3.3%	128,326	$12.6M
Alpha Financial Partners LLC	11.38%	Add +5.5%	127,618	$12.5M
Sunesis Advisors, LLC	7.29%	Add +9.4%	127,239	$12.5M
Choate Investment Advisors	0.34%	Reduce -67.5%	127,174	$12.5M
Texas Capital Bank Wealth Management Services Inc	1.37%	Add +26.8%	127,029	$12.4M
NewSquare Capital LLC	1.09%	Reduce -0.1%	125,517	$12.3M
FC Advisory LLC	4.43%	Add +2.1%	122,824	$12.0M
Conservest Capital Advisors, Inc.	1.23%	Add +4.0%	122,812	$12.0M
Blankinship & Foster, LLC	3.14%	Reduce -1.4%	122,363	$12.0M
Blair William & Co.	0.04%	Reduce -0.8%	121,487	$11.9M
Deutsche Bank AG	0.01%	Add +1554.8%	120,467	$11.8M
Robinswood Financial LLC	5.03%	Add +2.3%	121,472	$11.8M
High Net Worth Advisory Group LLC	3.70%	Add +2.8%	119,951	$11.7M
Waterloo Capital, L.P.	1.49%	Add +27.5%	119,367	$11.7M
HBC Financial Services, PLLC	7.91%	Add +0.6%	122,444	$11.7M
Brown Advisory Inc.	0.02%	Reduce -4.4%	118,331	$11.6M
Cynosure Group, LLC	2.08%	Add +69.2%	81,612	$11.6M
Cordgrass Capital Advisors, LLC	3.54%	Add +4.7%	116,144	$11.4M
NorthCrest Asset Manangement, LLC	0.39%	Add +23.0%	115,962	$11.4M
Edge Capital Group, LLC	0.56%	No change	115,925	$11.4M
Coombe, Bender & Co LLC	6.84%	Add +10.3%	114,925	$11.3M
Van Hulzen Asset Management, LLC	0.74%	Add +8.7%	113,763	$11.1M
CW Advisors, LLC	0.19%	Add +2.4%	113,537	$11.1M
Walden Wealth Partners LLC	6.43%	Add +11.5%	114,021	$11.1M
FDx Advisors, Inc.	1.67%	Reduce -10.8%	112,605	$11.0M
GRIMES & Co WEALTH MANAGEMENT, LLC	0.34%	Add +3.8%	112,180	$11.0M
Omega Financial Group, LLC	4.49%	Add +7.7%	112,152	$11.0M
Silverleafe Capital Partners, LLC	4.50%	Reduce -0.3%	111,991	$11.0M
Cibc World Market Inc.	0.03%	Add +134.9%	110,785	$10.8M
RFP Financial Group LLC	4.18%	Add +2.7%	109,333	$10.7M
Global Endowment Management, LP	1.11%	New	108,700	$10.6M
Oppenheimer Asset Management Inc.	0.16%	Reduce -7.7%	108,596	$10.6M
Peak Financial Management, Inc.	3.36%	Reduce -0.2%	108,367	$10.6M
LMG Wealth Partners, LLC	2.67%	Add +13.2%	108,235	$10.6M
Legacy PCG, LLC	6.65%	Reduce -1.2%	108,184	$10.6M
Bryn Mawr Trust Advisors, LLC	0.60%	Reduce -18.4%	108,168	$10.6M
Fifth Third Securities, Inc.	1.03%	Reduce -21.1%	108,024	$10.6M
Chesley Taft & Associates LLC	0.53%	Reduce -0.5%	106,608	$10.4M
Integrated Advisors Network LLC	0.53%	Reduce -12.6%	105,560	$10.3M
Corepath Wealth Partners LLC	11.33%	Reduce -44.3%	107,267	$10.2M
LifePlan Investment Advisors, Inc.	8.12%	Add +4.3%	103,983	$10.2M
Daiwa Securities Group Inc.	0.06%	Reduce -3.5%	103,930	$10.2M
Econ Financial Services Corp	6.30%	Add +39.7%	103,652	$10.2M
PFG Advisors	0.74%	Add +6.8%	103,643	$10.2M
BlueSky Wealth Advisors, LLC	7.88%	Reduce -0.2%	102,885	$10.1M
Richard W. Paul & Associates, LLC	4.00%	Add +103.9%	102,285	$10.0M
AE Wealth Management LLC	0.11%	Reduce -85.7%	102,208	$10.0M
Harbour Investments, Inc.	0.35%	Add +7.1%	101,947	$10.0M
Synovus Financial Corp.	0.13%	Add +3.6%	101,718	$10.0M
Strategic Financial Partners, Ltd.	5.48%	Add +8.0%	101,134	$9.9M
Aquire Wealth Advisors, LLC	3.44%	Add +3.1%	100,585	$9.9M
Citizens Financial Group Inc.	0.33%	Reduce -12.9%	99,796	$9.8M
Rothschild Wealth LLC	3.43%	—	99,349	$9.7M
Kintra Wealth, LLC	7.18%	Add +101.1%	99,016	$9.7M
Insight 2811, Inc.	4.98%	Add +17.2%	98,888	$9.7M
Amtrust Financial Services, Inc.	5.03%	No change	98,560	$9.7M
Chicago Partners Investment Group LLC	0.41%	Add +4.5%	100,882	$9.6M
Nwam LLC	0.78%	Reduce -2.5%	99,463	$9.6M
Capstone Financial Advisors, Inc.	0.65%	Reduce -5.3%	98,066	$9.6M
Ironwood Investment Counsel, LLC	1.66%	Add +0.6%	96,919	$9.5M
Stone House Investment Management, LLC	2.23%	Add +34.1%	96,894	$9.5M
WMS Partners, LLC	0.65%	Add +0.9%	96,744	$9.5M
Citadel Advisors	0.01%	New	96,718	$9.5M
Financial Sense Advisors, Inc.	3.36%	Add +24.5%	96,538	$9.5M
Granite Harbor Advisors, Inc.	6.39%	Add +2.5%	95,720	$9.4M
Denver PWM, LLC	3.60%	Reduce -0.5%	95,973	$9.3M
Lwmg, LLC	2.15%	Add +1.2%	94,971	$9.3M
Florida Trust Wealth Management Co	0.31%	Add +9.6%	93,877	$9.2M
LGL Partners, LLC	1.54%	Reduce -85.4%	93,661	$9.2M
Fsa Wealth Partners, Inc.	2.28%	Reduce -0.1%	93,528	$9.2M
Aspiriant, LLC	0.38%	Add +30.8%	93,287	$9.1M
Ally Invest Advisors Inc.	0.90%	Add +16.7%	92,979	$9.1M
Evensky & Katz LLC	0.64%	Add +2.1%	92,911	$9.1M
Csenge Advisory Group	0.51%	Add +8.2%	92,681	$9.1M
RFG Advisory, LLC	0.31%	Add +7.9%	92,598	$9.1M
GM Advisory Group, LLC	0.63%	Reduce -3.8%	92,147	$9.0M
Bremer Bank National Association	1.67%	Add +729.1%	91,956	$9.0M
Flagstar Securities, Inc.	2.50%	Add +34.9%	91,805	$9.0M
Stephens Inc.	0.14%	Reduce -2.0%	90,700	$8.9M
McGlone Suttner Wealth Management, Inc.	1.66%	Add +6.0%	90,494	$8.9M
Sandy Cove Advisors, LLC	4.08%	Add +9.1%	90,434	$8.9M
James J. Burns & Company, LLC	3.09%	Reduce -25.3%	91,219	$8.8M
Redwood Investment Management, LLC	0.84%	Reduce -19.8%	89,761	$8.8M
New Century Financial Group, LLC	6.06%	Reduce -2.8%	89,247	$8.7M
Avondale Wealth Management	6.09%	Add +6.9%	88,670	$8.7M
Exchange Bank	7.08%	Reduce -14.8%	87,929	$8.6M
Dentgroup LLC	7.13%	Add +18.6%	87,895	$8.6M
Perella Weinberg Partners Capital Management LP	0.86%	Reduce -3.9%	87,375	$8.6M
Ausdal Financial Partners, Inc.	0.99%	Add +4.5%	87,055	$8.5M
Slow Capital, Inc.	1.36%	Add +10.5%	86,497	$8.5M
Fiducient Advisors LLC	1.68%	Add +71.8%	86,444	$8.5M
Roundview Capital LLC	0.69%	Add +42.8%	86,422	$8.5M
Prairieview Wealth Partners, LLC	7.66%	Add +5.3%	86,211	$8.4M
Arete Wealth Advisors, LLC	0.78%	Reduce -25.4%	86,142	$8.4M
Tillman Hartley LLC	2.90%	Add +5.0%	86,038	$8.4M
Pinnacle Financial Partners Inc	0.18%	Add +16.6%	85,910	$8.4M
AJ Advisors, LLC	4.61%	Add +0.3%	85,418	$8.4M
Twin Focus Capital Partners, LLC	1.59%	Add +33.8%	85,258	$8.4M
HTG Investment Advisors, Inc.	4.83%	Add +12.8%	84,976	$8.3M
Exchange Capital Management, Inc.	1.34%	Add +1.8%	83,843	$8.2M
Lake Street Advisors Group, LLC	0.38%	Add +0.1%	83,782	$8.2M
Blue Barn Wealth, LLC	4.55%	Add +5.7%	83,247	$8.2M
Firestone Capital Management	2.25%	Add +0.4%	82,605	$8.1M
Foundations Investment Advisors, LLC	0.21%	Reduce -39.5%	82,561	$8.1M
Lowe Brockenbrough & Co. Inc.	0.55%	Reduce -41.7%	82,503	$8.1M
SWP Financial LLC	5.64%	Add +11.3%	82,736	$8.1M
Motive Wealth Advisors	4.85%	Add +126.2%	81,864	$8.0M
TD Private Client Wealth LLC	0.26%	Reduce -29.3%	81,859	$8.0M
Great Diamond Partners, LLC	1.82%	Add +3.0%	80,759	$7.9M
FFT Wealth Management LLC	0.68%	Reduce -87.0%	80,692	$7.9M
B. Riley Wealth Advisors, Inc.	0.21%	Reduce -2.4%	84,001	$7.9M
Natixis Advisors, LLC	0.02%	Reduce -87.4%	80,157	$7.9M
Strategic Financial Concepts, LLC	1.89%	Add +34.3%	79,996	$7.8M
Choreo, LLC	0.20%	Add +54.5%	79,939	$7.8M
Lionsbridge Wealth Management LLC	5.98%	Add +2.4%	78,999	$7.7M
Opes Wealth Management LLC	1.78%	Add +6.1%	78,918	$7.7M
Oppenheimer & Co. Inc.	0.13%	Add +15.0%	78,190	$7.7M
Farther Finance Advisors, LLC	0.47%	Reduce -1.2%	78,886	$7.6M
Midwest Professional Planners, LTD.	2.67%	Add +4.3%	77,656	$7.6M
Addison Advisors LLC	2.62%	Add +17.3%	77,637	$7.6M
Lifestyle Asset Management, Inc.	4.49%	Reduce -30.6%	77,598	$7.6M
Quadrant Capital Group LLC	0.60%	Add +8.5%	77,559	$7.6M
Sharp Wealth Advisory, LLC	7.05%	Add +13.2%	77,371	$7.6M
ABLE Financial Group, LLC	2.96%	Add +9.8%	76,935	$7.5M
Jackson Hole Capital Partners, LLC	1.72%	Reduce -0.6%	76,771	$7.5M
Plimoth Trust Co. LLC	1.98%	Add +5.8%	75,821	$7.4M
Fund Evaluation Group, LLC	0.46%	Reduce -1.8%	75,644	$7.4M
Integrated Wealth Concepts LLC	0.11%	Reduce -14.6%	75,593	$7.4M
Gateway Advisory, LLC	1.29%	Add +336.2%	75,296	$7.4M
Family Capital Trust Co	2.52%	Add +8.4%	75,048	$7.4M
Cibc World Markets Corp.	0.05%	Add +521.6%	74,132	$7.3M
Moneta Group Investment Advisors LLC	0.12%	Add +16.8%	73,873	$7.2M
Cosner Financial Group, LLC	5.17%	Add +6.6%	73,653	$7.2M
NorthLanding Financial Partners, LLC	7.83%	Add +30.9%	73,524	$7.2M
Johnson Financial Group, Inc.	0.38%	Reduce -78.6%	73,044	$7.2M
Forbes Financial Planning, Inc.	6.15%	Add +1.1%	73,019	$7.2M
Catalyst Capital Advisors LLC	0.17%	New	72,828	$7.1M
Apexium Financial, LP	0.54%	Reduce -1.7%	72,398	$7.1M
Argent Trust Co	0.32%	Reduce -12.9%	72,225	$7.1M
Systematic Alpha Investments, LLC	0.28%	No change	72,000	$7.1M
Diligent Investors, LLC	1.76%	Reduce -23.1%	71,497	$7.0M
Oldfather Financial Services, LLC	2.86%	Reduce -3.0%	70,837	$6.9M
Westside Investment Management, Inc.	1.66%	Add +1.6%	70,713	$6.9M
Lineweaver Wealth Advisors, LLC	1.64%	Add +3.5%	70,394	$6.9M
Vernal Point Advisors, LLC	5.88%	Add +8.6%	70,263	$6.9M
Smith Shellnut Wilson LLC	3.62%	Add +18.6%	69,791	$6.8M
WP Advisors, LLC	2.23%	New	69,413	$6.8M
Benjamin F. Edwards & Company, Inc.	0.12%	Add +111.1%	69,274	$6.8M
&partners	0.93%	Add +129.3%	69,722	$6.8M
Kayne Anderson Rudnick Investment Management LLC	0.02%	Reduce -2.6%	68,877	$6.7M
Destiny Capital Corp	4.70%	Add +13.6%	68,779	$6.7M
Heritage Wealth Management, LLC	3.41%	Add +5.8%	68,361	$6.7M
Alliance Wealth Management Group	1.95%	Add +13.4%	67,971	$6.7M
PFW Advisors LLC	2.03%	Add +20.2%	67,742	$6.6M
Dynamic Advisor Solutions LLC	0.22%	Reduce -17.3%	67,742	$6.6M
Addis & Hill, Inc	5.65%	Reduce -0.9%	68,346	$6.6M
Erickson Financial Group, LLC	5.18%	Add +1.1%	67,418	$6.6M
J.W. Cole Advisors, Inc.	0.33%	Add +17.7%	67,342	$6.6M
Level Four Advisory Services, LLC	0.36%	No change	65,949	$6.5M
Whittier Trust Co.	0.10%	Reduce -23.6%	66,756	$6.5M
Innova Wealth Partners	5.04%	Add +1.6%	66,676	$6.5M
Clare Market Investments LLC	2.03%	Add +3.6%	66,596	$6.5M
Heritage Financial Services, LLC	0.97%	Add +7.2%	66,303	$6.5M
Eldridge Investment Advisors, Inc.	1.66%	Add +56.6%	65,963	$6.5M
Whitegate Investment Counselors, Inc.	1.81%	Add +0.6%	65,625	$6.4M
Waverly Advisors, LLC	0.15%	Reduce -15.4%	65,609	$6.4M
Creekmur Asset Management LLC	2.19%	Reduce -8.6%	65,354	$6.4M
Emergent Wealth Advisors, LLC	5.52%	Add +25.9%	65,338	$6.4M
BOK Financial Private Wealth, Inc.	0.47%	Reduce -24.9%	64,983	$6.4M
Sovereign Investment Advisors, LLC	2.18%	Add +0.6%	64,524	$6.3M
Mission Wealth Management, LP	0.17%	Add +132.8%	64,054	$6.3M
NewEdge Wealth, LLC	0.14%	Reduce -1.0%	65,282	$6.2M
Arrow Financial Corp	0.62%	Reduce -5.2%	63,618	$6.2M
Gemmer Asset Management LLC	0.72%	Add +1.8%	63,462	$6.2M
Balyasny Asset Management L.P.	0.02%	Reduce -20.3%	62,679	$6.1M
Blue Chip Partners, LLC	0.59%	Reduce -31.8%	62,013	$6.1M
McAdam, LLC	0.39%	Add +2.7%	61,449	$6.0M
Prudential PLC	0.05%	Reduce -4.1%	61,319	$6.0M
Ted Buchan & Co	3.67%	New	61,017	$6.0M
Security Financial Services, INC.	1.34%	Reduce -1.2%	60,755	$6.0M
Summit Financial Group, Inc.	2.11%	Add +10.7%	60,717	$5.9M
Capital Advisors Wealth Management, LLC	1.23%	Reduce -8.6%	60,645	$5.9M
Linscomb Wealth, Inc.	0.31%	Add +3.0%	60,574	$5.9M
Pinnacle Wealth Management Group, Inc.	4.40%	New	60,457	$5.9M
Spotlight Asset Group, Inc.	4.20%	Reduce -8.2%	59,876	$5.9M
Global Assets Advisory, LLC	3.53%	Add +25.5%	60,469	$5.9M
Wescott Financial Advisory Group, LLC	0.73%	Reduce -2.4%	59,836	$5.9M
Grant/GrossMendelsohn, LLC	2.72%	Reduce -20.0%	60,206	$5.8M
Forum Private Client Group LLC	2.80%	Reduce -9.9%	59,142	$5.8M
Financial Freedom, LLC	3.43%	Reduce -0.3%	59,114	$5.8M
Acima Private Wealth, LLC	2.13%	Add +0.7%	58,950	$5.8M
Northwest Capital Management Inc	1.84%	Add +0.0%	58,704	$5.7M
NorthCoast Asset Management LLC	0.07%	New	58,552	$5.7M
Juncture Wealth Strategies, LLC	2.45%	Add +9.3%	58,093	$5.7M
One Day In July LLC	0.76%	Add +18.1%	58,065	$5.7M
Caldwell Trust Co	0.66%	Add +13.7%	57,781	$5.7M
Shelter Mutual Insurance Co	1.45%	No change	57,660	$5.6M
Ballentine Partners, LLC	0.11%	Add +0.0%	57,603	$5.6M
Mainsail Financial Group, LLC	3.88%	Add +5.3%	57,419	$5.6M
Bromfield Sneider Wealth Advisors	3.43%	Add +7.3%	56,718	$5.6M
Cornerstone Partners Capital Management, LLC	0.37%	No change	56,184	$5.5M
Regal Investment Advisors LLC	0.38%	Reduce -8.5%	56,021	$5.5M
First American Trust, FSB	0.57%	Add +27.3%	55,824	$5.5M
Proficio Capital Partners LLC	0.60%	New	55,805	$5.5M
Family Investment Center, Inc.	1.74%	Reduce -23.4%	55,150	$5.4M
Evermay Wealth Management LLC	0.81%	Add +219336.0%	54,859	$5.4M
Element Wealth, LLC	3.13%	Reduce -2.8%	54,676	$5.4M
Nomura Asset Management Co. Ltd.	0.02%	Reduce -10.5%	54,665	$5.4M
Meeder Asset Management Inc.	0.34%	Reduce -59.8%	54,524	$5.3M
CreativeOne Wealth, LLC	0.21%	Add +11.8%	54,342	$5.3M
Ancora Advisors LLC	0.12%	Add +2.0%	54,304	$5.3M
Family Firm, Inc.	1.29%	Add +6.6%	54,175	$5.3M
Arrien Investments, Inc.	4.18%	Add +4.7%	54,002	$5.3M
Measured Wealth Private Client Group, LLC	1.84%	Reduce -3.9%	53,879	$5.3M
DMC Group, LLC	4.56%	Add +3.5%	53,849	$5.3M
Avidian Wealth Enterprises, LLC	0.28%	Add +9.4%	53,802	$5.3M
AlTi Global, Inc.	0.15%	Add +0.5%	53,274	$5.2M
City State Bank	2.30%	Add +78.9%	53,170	$5.2M
Source Financial Advisors LLC	1.57%	Add +35.5%	52,922	$5.2M
Ashton Thomas Private Wealth, LLC	0.30%	Add +10.8%	52,875	$5.2M
Manufacturers Life Insurance Company, The	0.00%	Reduce -24.3%	52,757	$5.2M
Stock Yards Bank & Trust Co.	0.17%	Reduce -2.2%	52,613	$5.2M
Oxinas Partners, LLC	3.34%	Add +756.9%	52,555	$5.1M
Farmers & Merchants Investments Inc.	0.17%	Reduce -9.1%	52,521	$5.1M
Northeast Financial Group, Inc.	2.25%	Add +17.8%	52,036	$5.1M
Canal Capital Management, LLC	0.85%	Add +21.2%	51,802	$5.1M
Fagan Associates, Inc.	0.95%	Add +31.5%	51,693	$5.1M
First National Bank of Omaha	0.35%	Reduce -24.8%	51,166	$5.1M
NBT Bank, N.A.	0.37%	Add +13.8%	51,385	$5.0M
Geneos Wealth Management Inc.	0.23%	Reduce -53.0%	50,772	$5.0M
Ironwood Financial, llc	1.14%	Add +168.9%	50,683	$5.0M
Connecticut Wealth Management, LLC	0.26%	Add +1.7%	50,570	$5.0M
NEOS Investment Management LLC	0.31%	Add +73.5%	50,564	$4.9M
Durante & Waters, LLC	4.48%	Reduce -3.3%	50,070	$4.9M
Stonegate Investment Group, LLC	0.15%	Add +6.4%	50,000	$4.9M
PFG Investments, LLC	0.29%	Add +40.4%	49,168	$4.8M
KFG Wealth Management, LLC	1.96%	Reduce -3.5%	48,806	$4.8M
HB Wealth Management, LLC	0.06%	Reduce -18.0%	48,446	$4.7M
Arax Advisory Partners	0.50%	Add +3.4%	48,377	$4.7M
1ST Source Bank	0.28%	Add +0.6%	48,306	$4.7M
American State Bank (Iowa)	3.14%	Add +2.8%	47,733	$4.7M
Lake Street Private Wealth, LLC	0.65%	Add +3.7%	47,635	$4.7M
Atlas Private Wealth Management, LLC	1.95%	Add +39.9%	47,397	$4.6M
Sierra Capital LLC	0.61%	Reduce -0.8%	47,219	$4.6M
J.Safra Asset Management Corp	0.52%	Add +8.9%	47,205	$4.6M
Pinnacle Wealth Planning Services, Inc.	0.68%	Reduce -11.6%	47,053	$4.6M
Tradition Wealth Management, LLC	0.46%	Add +104.3%	46,638	$4.6M
Sharper & Granite LLC	2.19%	Add +6.7%	46,902	$4.5M
James Investment Research, Inc.	0.54%	Reduce -0.4%	46,286	$4.5M
Beacon Bridge Wealth Partners, LLC	2.14%	Reduce -36.3%	46,280	$4.5M
Hillcrest Wealth Advisors - NY, LLC	2.41%	Add +4.0%	45,375	$4.4M
Kowal Investment Group, LLC	0.95%	Add +37.7%	45,120	$4.4M
RiverGlades Family Offices LLC	3.51%	Reduce -15.6%	45,717	$4.4M
Algorithmic Investment Models, LLC	3.24%	Reduce -1.4%	45,006	$4.4M
Tobias Financial Advisors, Inc.	0.99%	Reduce -3.1%	44,787	$4.4M
Coastline Trust Co	0.53%	Add +24.7%	44,785	$4.4M
Valeo Financial Advisors, LLC	0.16%	Add +16.5%	45,496	$4.3M
Aspect Partners, LLC	3.42%	Add +1.2%	44,185	$4.3M
Oarsman Capital, Inc.	1.03%	Reduce -9.8%	44,091	$4.3M
E&G Advisors, LLC	1.34%	Reduce -2.2%	43,756	$4.3M
Parallax Volatility Advisers, L.P.	0.14%	No change	43,651	$4.3M
Jackson, Grant Investment Advisers, Inc.	1.74%	Add +1.7%	43,455	$4.3M
Grove Bank & Trust	0.71%	Add +11.1%	42,930	$4.2M
Gladstone Institutional Advisory LLC	0.23%	Add +15.6%	42,532	$4.2M
AlphaQ Advisors LLC	2.50%	Add +4.7%	42,454	$4.2M
Optas, LLC	1.13%	Add +0.6%	42,285	$4.1M
RKL Wealth Management LLC	0.41%	Reduce -8.9%	42,134	$4.1M
Simmons Bank	0.31%	Reduce -12.0%	41,870	$4.1M
Lake Hills Wealth Management, LLC	3.68%	New	41,756	$4.1M
Smartleaf Asset Management LLC	0.79%	Add +350.9%	41,458	$4.1M
Pacific Capital Wealth Advisors, Inc.	0.96%	Reduce -4.7%	41,464	$4.1M
Signal Advisors Wealth, LLC	1.00%	Add +0.5%	41,204	$4.0M
Wayfinding Financial, LLC	2.35%	Add +4.2%	41,744	$4.0M
Red Cedar Investment Management, LLC	0.50%	No change	40,848	$4.0M
Stage Harbor Financial, LLC	3.60%	Reduce -12.4%	40,443	$4.0M
Litman Gregory Wealth Management LLC	0.36%	Reduce -0.4%	40,267	$3.9M
Northstar Advisory Group, LLC	2.38%	Reduce -29.6%	40,748	$3.9M
Simon Quick Advisors, LLC	0.29%	Reduce -37.9%	39,960	$3.9M
All Terrain Financial Advisors, LLC	1.69%	Add +0.2%	39,914	$3.9M
Mechanics Bank Trust Department	0.57%	Reduce -28.9%	39,700	$3.9M
Steel Grove Capital Advisors, LLC	0.51%	Reduce -33.8%	39,537	$3.9M
Modus Advisors, LLC	1.43%	Add +15.0%	39,480	$3.9M
KG Capital Management	1.53%	Add +1.1%	39,298	$3.8M
D L Carlson Investment Group Inc.	0.75%	Reduce -0.4%	39,248	$3.8M
Family Wealth Partners, LLC	2.17%	Reduce -20.2%	39,137	$3.8M
Peterson Wealth Management	2.75%	Reduce -1.4%	38,907	$3.8M
Leuthold Group, LLC	0.43%	No change	38,742	$3.8M
Ti-Trust, Inc.	2.78%	Reduce -4.6%	38,633	$3.8M
SCS Capital Management LLC	0.08%	Reduce -91.9%	38,155	$3.7M
Pinnacle Financial Group, LLC / IL	1.64%	Add +298.1%	38,097	$3.7M
Private Trust Co. NA	0.40%	Add +20.8%	38,057	$3.7M
Randall & Associates Wealth Management	3.35%	Add +8.0%	37,907	$3.7M
Legacy Wealth Management, LLC	0.27%	No change	37,738	$3.7M
Spectrum Investment Advisors, Inc.	2.73%	Reduce -6.7%	37,680	$3.7M
Cornerstone Advisors Asset Management, LLC	1.30%	Reduce -11.9%	37,651	$3.7M
XML Financial, LLC	0.38%	Add +20.2%	37,444	$3.7M
CVA Family Office, LLC	0.65%	Add +116.9%	37,304	$3.7M
Waycross Partners, LLC	0.63%	No change	37,110	$3.6M
Glassy Mountain Advisors, Inc.	1.37%	Add +30.4%	37,090	$3.6M
Summit Financial, LLC	0.21%	Add +10.8%	36,754	$3.6M
Accurate Wealth Management, LLC	1.05%	Add +12.5%	37,595	$3.6M
Coldstream Capital Management Inc.	0.09%	Add +1.5%	36,406	$3.6M
AMG National Trust Bank	0.10%	Reduce -3.2%	36,375	$3.6M
Patten Group, Inc.	0.87%	Reduce -2.6%	36,113	$3.5M
Elevation Wealth Partners, LLC	1.76%	Reduce -7.5%	36,004	$3.5M
Qube Research & Technologies Ltd	0.01%	Add +300.0%	35,906	$3.5M
Gerber Kawasaki Wealth & Investment Management	0.19%	Add +8.3%	35,691	$3.5M
Colonial Trust Advisors	0.34%	Add +255.9%	35,477	$3.5M
Adirondack Trust Co.	1.45%	Reduce -0.1%	35,297	$3.5M
Davies Financial Advisors, Inc.	3.53%	—	35,294	$3.5M
BCS Wealth Management	1.10%	Add +40.9%	34,912	$3.4M
First Financial Bank - Trust Division	0.33%	Reduce -68.4%	34,816	$3.4M
MPS Loria Financial Planners, LLC	1.14%	Add +14.2%	34,702	$3.4M
Arbor Trust Wealth Advisors, LLC	1.85%	Add +21.5%	35,248	$3.4M
Ullmann Wealth Partners Group, LLC	0.50%	Reduce -1.9%	34,424	$3.4M
Compass Ion Advisors, LLC	0.48%	Add +1.1%	34,372	$3.4M
Iowa State Bank	0.74%	Add +11.7%	34,300	$3.4M
Compound Planning, Inc.	0.31%	Reduce -8.9%	34,090	$3.3M
Alhambra Investment Management LLC	1.82%	Add +1435.6%	33,999	$3.3M
Wellington Wealth Strategies, LLC.	1.55%	New	33,955	$3.3M
TD Waterhouse Canada Inc.	0.02%	Add +69.0%	34,129	$3.3M
NYL Investors LLC	0.12%	Add +9.4%	33,700	$3.3M
Global Wealth Management Investment Advisory, Inc.	0.81%	Add +6.3%	33,555	$3.3M
Rwa Wealth Partners, LLC	0.04%	New	33,333	$3.3M
Epiq Partners, LLC	2.19%	Add +67.2%	33,194	$3.3M
Donaldson Capital Management, LLC	0.13%	Reduce -4.9%	33,031	$3.2M
Arrowroot Family Office, LLC	2.07%	Add +13.8%	32,935	$3.2M
Leavell Investment Management, Inc.	0.18%	Add +2.1%	32,643	$3.2M
Valley Wealth Managers, Inc.	0.24%	Reduce -19.4%	32,621	$3.2M
Canvas Wealth Advisors, LLC	1.07%	Add +18.2%	33,410	$3.2M
Crabel Capital Management, LLC	2.77%	Reduce -67.5%	32,487	$3.2M
Waldron Private Wealth LLC	0.14%	Add +48.1%	32,369	$3.2M
Sterling Investment Advisors LLC	1.85%	Add +1.9%	32,302	$3.2M
Madrona Financial Services, LLC	1.10%	Add +31.4%	32,253	$3.2M
First Interstate Bank	0.22%	Reduce -82.5%	32,007	$3.1M
Cherry Tree Wealth Management, LLC	0.78%	Reduce -2.3%	31,841	$3.1M
Graypoint LLC	0.23%	Add +14.2%	31,787	$3.1M
Ballew Advisors, Inc	2.13%	Reduce -0.7%	32,181	$3.1M
Compass Financial Group, Inc.	1.64%	Reduce -0.4%	31,431	$3.1M
Sound Income Strategies, LLC	0.23%	Add +15.5%	30,834	$3.0M
Aletheian Wealth Advisors LLC	1.62%	Reduce -0.1%	30,417	$3.0M
Foguth Wealth Management, LLC.	1.60%	—	30,392	$3.0M
Moody National Bank Trust Division	0.23%	No change	30,340	$3.0M
Texas Capital Bancshares Inc	1.35%	Add +28.9%	30,329	$3.0M
Cobblestone Capital Advisors LLC	0.19%	Reduce -84.0%	30,171	$3.0M
Financial Counselors Inc.	0.05%	Add +10.6%	30,162	$3.0M
First Trust Advisors LP	0.00%	Reduce -20.4%	30,145	$3.0M
Alesco Advisors, LLC, An ESL Co	0.10%	Reduce -26.7%	30,142	$3.0M
WealthShield Partners, LLC	0.48%	Add +17.7%	30,038	$2.9M
Sound View Wealth Advisors Group, LLC	0.31%	Reduce -8.6%	30,000	$2.9M
Financial Advisory Group	0.51%	Reduce -31.5%	29,728	$2.9M
Cahill Wealth Management, LLC	1.66%	Reduce -4.9%	29,076	$2.8M
Smith, Moore & Co.	0.30%	Add +29.5%	28,958	$2.8M
Townsquare Capital LLC	0.04%	Add +53.9%	28,913	$2.8M
Colonial Trust Co / SC	0.53%	Add +154.7%	28,821	$2.8M
Hollencrest Capital Management	0.13%	Reduce -2.2%	28,804	$2.8M
Saxon Interests, Inc.	1.34%	Reduce -5.2%	28,770	$2.8M
Snowden Capital Advisors LLC	0.09%	Add +231.4%	28,761	$2.8M
Gryphon Financial Partners LLC	0.48%	Add +5.9%	28,742	$2.8M
Bluestem Financial Advisors, LLC	1.45%	Reduce -3.1%	28,720	$2.8M
Moneda S.A. Administradora General de Fondos	1.58%	Reduce -30.2%	28,652	$2.8M
Lansing Street Advisors	1.26%	Reduce -12.2%	28,636	$2.8M
Objective Capital Management, LLC	1.89%	Add +3.2%	28,623	$2.8M
Merit Financial Group, LLC	0.07%	Add +197.8%	29,092	$2.8M
Asset Management Group, Inc.	0.42%	Add +0.8%	28,564	$2.8M
FourThought Financial Partners, LLC	0.32%	Add +5.9%	28,434	$2.8M
United Asset Strategies, Inc.	0.28%	Add +0.1%	28,421	$2.8M
DAVENPORT & Co LLC	0.02%	Add +12.3%	28,183	$2.8M
Continental Investors Services, Inc.	6.48%	Add +11.8%	28,232	$2.7M
One Capital Management, LLC	0.10%	Reduce -2.1%	27,912	$2.7M
Counterweight Ventures, LLC	2.17%	Add +81.8%	27,549	$2.7M
Pathstone Holdings, LLC	0.01%	Add +89.3%	27,447	$2.7M
New World Advisors LLC	0.78%	Reduce -13.9%	27,111	$2.7M
Main Management LLC	0.23%	Add +11.8%	27,026	$2.6M
Bessemer Group Inc.	0.00%	Reduce -7.6%	26,940	$2.6M
Retirement Planning Group, LLC	0.20%	Add +3.6%	26,880	$2.6M
Soltis Investment Advisors LLC	0.29%	Reduce -7.9%	26,872	$2.6M
Cary Street Partners Investment Advisory LLC	0.11%	Add +18.3%	26,750	$2.6M
Clarius Group, LLC	0.18%	Reduce -18.2%	26,567	$2.6M
Smith Anglin Financial, LLC	0.27%	Add +9.8%	26,551	$2.6M
Wealth Management Associates, Inc.	1.22%	Add +3.1%	26,698	$2.6M
Fermata Advisors, LLC	0.58%	Reduce -83.9%	26,352	$2.6M
Wealthcare Capital Management LLC	0.29%	Reduce -19.1%	26,316	$2.6M
American National Bank & Trust	0.34%	Add +33.6%	26,234	$2.6M
Granite Bay Wealth Management, LLC	1.46%	Reduce -97.1%	26,139	$2.6M
Patriot Financial Group Insurance Agency, LLC	0.41%	Reduce -2.3%	26,026	$2.5M
CGN Advisors LLC	0.32%	Add +0.4%	25,898	$2.5M
Riverview Trust Co	1.96%	No change	25,819	$2.5M
Mosaic Advisors LLC	2.06%	Reduce -0.4%	25,741	$2.5M
Kingswood Wealth Advisors, LLC	0.29%	Add +54.9%	25,730	$2.5M
Christensen, King & Associates Investment Services, Inc.	1.25%	Reduce -2.3%	25,464	$2.5M
Money Concepts Capital Corp.	0.23%	Reduce -8.7%	25,359	$2.5M
Roberts Financial Services LLC	0.51%	Reduce -78.5%	25,282	$2.5M
Common Fund for Nonprofit Organizations	0.42%	Add +232.9%	25,261	$2.5M
Columbus Macro, LLC	0.93%	Reduce -6.9%	25,119	$2.5M
Flagship Private Wealth, LLC	1.58%	Add +3.9%	24,943	$2.4M
Savant Capital, LLC	0.03%	Add +1.0%	24,860	$2.4M
Aua Capital Management, LLC	1.40%	Add +62.2%	24,828	$2.4M
Trilogy Capital Inc.	0.14%	Reduce -18.6%	24,775	$2.4M
Eagle Strategies LLC	0.54%	Reduce -68.7%	24,690	$2.4M
Moss Adams Wealth Advisors LLC	0.38%	Reduce -30.5%	24,349	$2.4M
Performance Wealth Partners, LLC	0.10%	Reduce -26.0%	24,326	$2.4M
Glenview Trust Co	0.05%	Add +46.5%	24,062	$2.4M
Pettyjohn, Wood & White, Inc.	0.47%	Add +14.0%	24,047	$2.4M
C2C Wealth Management, LLC	2.32%	No change	23,854	$2.3M
Hoxton Planning & Management, LLC	1.12%	Add +0.8%	23,830	$2.3M
LCNB Corp.	0.84%	Add +2.0%	23,725	$2.3M
Alaska Permanent Capital Management, LLC	0.18%	No change	23,632	$2.3M
Raffa Wealth Management, LLC	0.69%	Add +13.5%	23,539	$2.3M
Cascade Financial Partners, LLC	0.33%	—	24,000	$2.3M
Wells Financial Advisors INC	1.56%	Add +6.1%	23,396	$2.3M
Cooksen Wealth, LLC	2.38%	Reduce -0.2%	23,342	$2.3M
Advisor OS, LLC	0.26%	Reduce -2.5%	23,184	$2.3M
SlateStone Wealth, LLC	0.23%	Reduce -12.2%	23,016	$2.3M
Davidson Trust Co.	1.31%	Reduce -6.2%	22,889	$2.2M
World Investment Advisors	0.32%	Reduce -26.4%	22,672	$2.2M
Empowered Funds, LLC	0.04%	Reduce -49.5%	22,626	$2.2M
HBK Sorce Advisory LLC	0.08%	Add +15.3%	22,452	$2.2M
Wilmington Savings Fund Society, FSB	0.08%	—	22,071	$2.2M
Financial Strategies Group, Inc.	0.58%	Add +53.5%	22,295	$2.2M
KFA Private Wealth Group, LLC	0.67%	Reduce -2.4%	21,982	$2.2M
Carr Financial Group Corp	0.71%	Reduce -7.9%	21,882	$2.1M
IFG Advisory, LLC	0.16%	Add +33.4%	21,847	$2.1M
Retirement Systems of Alabama	0.01%	No change	21,791	$2.1M
Culbertson A N & Co. Inc.	0.37%	Reduce -1.4%	21,660	$2.1M
Peapack Gladstone Financial Corp.	0.03%	Reduce -17.0%	21,660	$2.1M
Hayek Kallen Investment Management	0.81%	Reduce -3.8%	21,571	$2.1M
Bedell Frazier Investment Counselling, LLC	0.53%	Reduce -2.2%	21,519	$2.1M
Sheets Smith Wealth Management	0.24%	Add +11.1%	21,467	$2.1M
Hoylecohen, LLC	0.16%	Add +13.9%	21,455	$2.1M
Ascent Wealth Partners, LLC	0.31%	Add +22.2%	21,443	$2.1M
MassMutual Private Wealth & Trust, FSB	0.07%	Reduce -13.1%	21,433	$2.1M
Raymond James Trust Co. of NH	20.81%	Add +29.2%	21,365	$2.1M
Sandy Spring Bank	0.09%	Reduce -30.0%	21,227	$2.1M
Rather & Kittrell, Inc.	0.62%	Reduce -7.0%	21,221	$2.1M
Accel Wealth Management	0.88%	Add +67.6%	21,068	$2.1M
Thompson Siegel & Walmsley LLC	0.03%	Reduce -17.2%	20,992	$2.1M
Occidental Asset Management, LLC	0.38%	Reduce -0.8%	20,929	$2.0M
Chandler Asset Management, Inc.	0.41%	No change	20,904	$2.0M
Curi Capital, LLC	0.05%	Add +408.3%	20,740	$2.0M
Delos Wealth Advisors, LLC	2.26%	Add +22.8%	20,554	$2.0M
Olde Wealth Management, LLC	0.95%	Reduce -1.6%	20,836	$2.0M
McKinley Capital Management LLC	0.24%	Add +0.3%	20,458	$2.0M
Bigelow Investment Advisors, LLC	0.98%	Reduce -6.9%	20,432	$2.0M
Synergy Asset Management, LLC	0.34%	Add +29.0%	20,374	$2.0M
Annex Advisory Services, LLC	0.07%	Reduce -90.9%	20,346	$2.0M
Long Run Wealth Advisors, LLC	0.52%	Add +0.9%	20,334	$2.0M
West Michigan Advisors, LLC	0.64%	Reduce -0.0%	20,081	$2.0M
UMB Bank, n.a.	0.03%	Reduce -15.2%	20,044	$2.0M
Fairway Wealth LLC	1.33%	Add +0.6%	20,012	$2.0M
Bellwether Advisors, LLC	0.43%	Reduce -0.3%	19,877	$1.9M
Strategic Advocates LLC	0.75%	Add +63.4%	19,759	$1.9M
Bank Julius Baer & Co. Ltd, Zurich	0.01%	Add +137.0%	19,691	$1.9M
Whittier Trust Co. of Nevada Inc.	0.06%	Reduce -3.6%	19,662	$1.9M
Frontier Asset Management, LLC	0.70%	Reduce -1.9%	19,549	$1.9M
CX Institutional	0.09%	Reduce -25.2%	19,555	$1.9M
Rinkey Investments	0.69%	Add +20.9%	19,460	$1.9M
REDW Wealth LLC	0.51%	Reduce -0.4%	19,243	$1.9M
Stockman Wealth Management, Inc.	0.33%	Add +5.4%	19,232	$1.9M
Stevens Capital Partners	1.12%	New	19,224	$1.9M
Auour Investments LLC	0.69%	Add +8.0%	19,211	$1.9M
Atwater Malick LLC	0.66%	Add +0.2%	19,143	$1.9M
Napatree Capital LLC	1.81%	No change	19,659	$1.9M
International Assets Investment Management, LLC	0.19%	Add +41.5%	19,234	$1.9M
Aviance Capital Partners, LLC	0.28%	Reduce -4.5%	18,978	$1.9M
Alera Investment Advisors, LLC	0.25%	Reduce -0.1%	18,947	$1.9M
Total Investment Management Inc.	0.23%	Reduce -1.5%	18,923	$1.9M
Wealth Dimensions Group, Ltd.	0.55%	Add +0.1%	18,842	$1.8M
TFB Advisors LLC	0.67%	Add +150.7%	19,342	$1.8M
TSA Wealth Managment LLC	0.80%	Add +38.1%	18,762	$1.8M
Meridian Wealth Management, LLC	0.30%	Reduce -0.9%	18,610	$1.8M
Coppell Advisory Solutions Corp.	0.34%	—	18,583	$1.8M
Weil Company, Inc.	0.72%	Reduce -0.7%	18,548	$1.8M
Larson Financial Group LLC	0.14%	Reduce -1.8%	18,529	$1.8M
Becker Capital Management Inc.	0.06%	Add +2.0%	18,504	$1.8M
Heritage Wealth Management, Inc.	1.79%	Add +16.9%	18,385	$1.8M
Acropolis Investment Management, LLC	0.12%	Reduce -2.7%	18,312	$1.8M
Summit Asset Management, LLC	0.21%	Add +9.9%	18,261	$1.8M
Pinnacle Associates Ltd.	0.03%	Reduce -6.7%	18,258	$1.8M
Focus Partners Advisor Solutions, LLC	0.05%	Reduce -71.4%	18,225	$1.8M
Global Trust Asset Management, LLC	0.73%	Add +26.4%	18,202	$1.8M
Joseph P. Lucia & Associates, LLC	0.95%	Add +199.1%	18,177	$1.8M
Rockbridge Investment Management, LCC	0.26%	Add +31.1%	18,161	$1.8M
Crestone Asset Management LLC	0.36%	Add +51.0%	18,138	$1.8M
Tactive Advisors, LLC	0.94%	Reduce -45.0%	18,133	$1.8M
FOCUS Wealth Advisors, LLC	0.94%	Add +3.0%	17,869	$1.8M
United Advisor Group, LLC	0.66%	Add +234.4%	17,802	$1.7M
Obsidian Cio, LLC	0.42%	Reduce -61.3%	17,619	$1.7M
Halter Ferguson Financial Inc.	1.34%	Add +2.7%	17,605	$1.7M
Clarity Financial LLC	0.27%	Add +31.5%	17,575	$1.7M
Avion Wealth	0.46%	Reduce -0.9%	17,459	$1.7M
Eight 31 Financial, LLC	1.07%	Reduce -16.9%	17,427	$1.7M
Grey Ledge Advisors, LLC	0.48%	Add +18.4%	17,378	$1.7M
Koshinski Asset Management, Inc.	0.17%	Reduce -19.9%	17,332	$1.7M
Buckingham Strategic Wealth, LLC	0.02%	Add +66.7%	17,295	$1.7M
StoneX Group Inc.	0.15%	Add +4.1%	17,230	$1.7M
Ignite Planners, LLC	0.47%	Reduce -0.7%	17,281	$1.7M
Transamerica Financial Advisors, LLC	0.17%	Reduce -5.4%	16,964	$1.7M
Balanced Wealth Group LLC	0.74%	Reduce -76.0%	17,184	$1.7M
American Investment Services, Inc.	0.29%	Add +19.1%	16,856	$1.7M
Retirement Guys Formula LLC	0.80%	Add +9.1%	16,846	$1.6M
TruNorth Capital Management, LLC	0.57%	—	16,816	$1.6M
Zhang Financial LLC	0.12%	Add +27.9%	16,773	$1.6M
Trek Financial, LLC	0.13%	Reduce -22.8%	16,672	$1.6M
Running Point Capital Advisors, LLC	0.73%	Add +3.0%	16,569	$1.6M
JMG Financial Group, Ltd.	0.06%	Add +15.1%	16,545	$1.6M
Dearborn Partners LLC	0.07%	Add +97.4%	16,536	$1.6M
McLean Asset Management Corp	0.55%	Add +440.6%	16,690	$1.6M
Neuberger Berman Group LLC	0.00%	Reduce -11.6%	16,512	$1.6M
Bowie Capital Management, LLC	0.13%	No change	16,500	$1.6M
Evergreen Capital Management LLC	0.06%	Reduce -0.0%	16,413	$1.6M
Savvy Advisors, Inc.	0.92%	Add +30.6%	16,346	$1.6M
Ballast, Inc.	0.50%	Reduce -0.4%	16,315	$1.6M
Affinity Capital Advisors, LLC	0.36%	Reduce -50.0%	16,281	$1.6M
Old National Bancorp	0.04%	Reduce -33.7%	16,141	$1.6M
SC&H Financial Advisors, Inc.	0.41%	Reduce -7.2%	16,067	$1.6M
Westwood Holdings Group Inc.	0.01%	Reduce -18.5%	15,956	$1.6M
Pitcairn Co.	0.10%	Reduce -79.7%	15,957	$1.6M
United Community Bank	0.61%	Add +22.4%	15,921	$1.6M
Dow Chemical Co.	0.24%	No change	15,912	$1.6M
Centennial Bank	0.79%	Reduce -9.8%	15,752	$1.5M
Pinnacle Bancorp, Inc.	0.45%	Add +4.9%	15,628	$1.5M
Daymark Wealth Partners, LLC	0.08%	Reduce -8.8%	15,605	$1.5M
Brasada Capital Management, LP	0.27%	Reduce -6.6%	15,555	$1.5M
Jordan Park Group LLC	0.10%	Add +5.8%	15,528	$1.5M
IFP Advisors, Inc	0.07%	Reduce -6.3%	15,487	$1.5M
Hilltop Holdings Inc.	0.17%	Reduce -33.5%	15,444	$1.5M
Tolleson Wealth Management, Inc.	0.30%	Add +8.4%	15,410	$1.5M
Agilis Partners LLC	0.38%	No change	15,373	$1.5M
Blueprint Investment Partners LLC	0.30%	Reduce -30.9%	15,366	$1.5M
WBH Advisory Inc.	0.15%	Add +1.4%	15,361	$1.5M
Ameritas Advisory Services, LLC	0.06%	Reduce -45.2%	15,405	$1.5M
Western Wealth Management, LLC	0.12%	Reduce -36.0%	15,179	$1.5M
Farrell Financial LLC	1.21%	Reduce -18.2%	15,059	$1.5M
Narus Financial Partners, LLC	0.63%	Reduce -0.9%	15,035	$1.5M
Clearstead Advisors, LLC	0.07%	Add +10.3%	15,242	$1.5M
Private Client Services, LLC	0.98%	Add +21.5%	14,944	$1.5M
Bear Mountain Capital, Inc.	0.63%	Reduce -3.2%	15,313	$1.5M
Evergreen Advisors, LLC	0.44%	Reduce -33.5%	14,869	$1.5M
WestHill Financial Advisors, Inc.	0.36%	Add +2.3%	14,814	$1.5M
LYNX Capital Group Ltd.	0.98%	Add +4.2%	14,798	$1.4M
King Wealth Management Group	0.25%	Reduce -2.0%	14,702	$1.4M
FineMark National Bank & Trust	0.05%	Reduce -9.3%	14,551	$1.4M
Capital Advisory Group Advisory Services, LLC	0.68%	Add +0.6%	14,538	$1.4M
Greenup Street Wealth Management LLC	0.35%	Add +2.3%	14,297	$1.4M
Salem Investment Counselors Inc.	0.05%	Add +23.9%	14,222	$1.4M
New England Private Wealth Advisors LLC	0.24%	Add +0.6%	14,342	$1.4M
Goldstone Financial Group, LLC	0.32%	Reduce -6.6%	14,186	$1.4M
Nations Financial Group Inc, /Ia/	0.12%	Add +3.2%	14,150	$1.4M
Schechter Investment Advisors, LLC	0.10%	Reduce -0.3%	14,145	$1.4M
Aptus Capital Advisors, LLC	0.03%	Reduce -2.6%	14,086	$1.4M
Independent Financial Group, LLC	0.06%	Reduce -11.9%	14,084	$1.4M
RBA Wealth Management, LLC	0.55%	Add +5.7%	13,865	$1.4M
McNaughton Wealth Management, LLC	0.75%	Reduce -19.8%	13,806	$1.4M
CAP Partners, LLC	1.19%	Add +9.7%	13,767	$1.3M
Intergy Private Wealth, LLC	0.55%	Add +11.4%	13,701	$1.3M
Rede Wealth, LLC	0.56%	Add +5.5%	13,696	$1.3M
Cypress Capital Group	0.16%	Add +25.2%	13,651	$1.3M
Five Oceans Advisors	0.68%	Add +156.8%	13,550	$1.3M
Ziegler Capital Management, LLC	0.05%	Reduce -4.4%	13,540	$1.3M
Gotham Asset Management	0.02%	New	13,477	$1.3M
Anchor Capital Advisors LLC	0.03%	No change	13,430	$1.3M
Red Tortoise LLC	0.73%	Add +0.6%	13,399	$1.3M
Wedbush Securities Inc.	0.05%	Add +12.3%	13,386	$1.3M
BKM Wealth Management, LLC	0.56%	Add +52.2%	13,369	$1.3M
Flputnam Investment Management Co.	0.03%	Add +27.7%	13,324	$1.3M
Voya Financial Advisors, Inc.	0.15%	Reduce -6.8%	13,249	$1.3M
Wolf Group Capital Advisors	0.62%	No change	13,238	$1.3M
Private Ocean, LLC	0.14%	Add +34.1%	13,238	$1.3M
Kohmann Bosshard Financial Services, LLC	0.18%	Reduce -15.7%	13,213	$1.3M
Range Financial Group LLC	0.67%	Add +3.4%	13,118	$1.3M
Total Wealth Planning, LLC	0.22%	Reduce -3.6%	13,068	$1.3M
Private Capital Management, LLC	0.14%	Add +5.7%	13,066	$1.3M
Tsfg, LLC	0.32%	Reduce -7.8%	12,970	$1.3M
Private Wealth Group, LLC	0.66%	No change	12,959	$1.3M
Financial Partners Group, LLC	0.49%	Reduce -18.0%	12,938	$1.3M
Blue Fin Capital, Inc.	0.28%	Reduce -1.7%	12,717	$1.2M
Clearview Wealth Advisors LLC	1.27%	Reduce -47.8%	12,701	$1.2M
Garrison Point Advisors, LLC	0.80%	Add +4.9%	12,645	$1.2M
Altfest L J & Co. Inc.	0.17%	Add +0.5%	12,623	$1.2M
Madison Wealth Partners, Inc	0.45%	Reduce -21.0%	12,609	$1.2M
TCV Trust & Wealth Management, Inc.	0.12%	No change	12,563	$1.2M
Apollon Financial, LLC	0.42%	Reduce -5.1%	12,430	$1.2M
Benedetti & Gucer, Inc.	0.60%	Add +24.2%	12,379	$1.2M
Sax Wealth Advisors, LLC	0.14%	Reduce -43.8%	12,374	$1.2M
Strategic Blueprint, LLC	0.09%	Reduce -5.2%	12,366	$1.2M
Lanark Financial, Inc.	0.11%	Reduce -1.1%	12,262	$1.2M
Jacobi Capital Management LLC	0.11%	Reduce -16.2%	12,337	$1.2M
Castleview Partners, LLC	0.67%	Reduce -0.1%	12,297	$1.2M
Hartline Investment Corp./	0.21%	New	12,285	$1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.21%	Reduce -1.5%	12,285	$1.2M
Stewardship Advisors, LLC	0.41%	Add +7.2%	12,243	$1.2M
SteelPeak Wealth, LLC	0.06%	Reduce -77.3%	12,202	$1.2M
V2 Financial group LLC	0.82%	Reduce -2.9%	12,198	$1.2M
MIdWestOne Financial Group, Inc.	0.21%	Add +6.5%	12,172	$1.2M
Lifeworks Advisors, LLC	0.33%	Reduce -22.0%	12,153	$1.2M
Evernest Financial Advisors, LLC	0.56%	Add +28.9%	12,451	$1.2M
Schiavi & Co LLC	0.47%	Reduce -44.8%	12,097	$1.2M
LongView Wealth Management	0.47%	Add +1.0%	12,078	$1.2M
Ingalls & Snyder LLC	0.05%	No change	12,056	$1.2M
Sage Financial Group Inc.	0.11%	Reduce -0.3%	12,003	$1.2M
Sepio Capital, LP	0.10%	Reduce -12.8%	11,984	$1.2M
William Howard & Co Financial Advisors Inc	1.10%	—	11,939	$1.2M
Old Mission Investment Co LLC	0.39%	Add +1.8%	11,932	$1.2M
Affinity Investment Advisors, LLC	0.85%	No change	11,890	$1.2M
Capital Investment Advisors, LLC	0.03%	Reduce -9.2%	11,868	$1.2M
Phillips Wealth Planners LLC	1.33%	Add +2.4%	12,117	$1.2M
Twin Peaks Wealth Advisors, LLC	0.64%	Add +58.1%	11,760	$1.2M
WNY Asset Management, LLC	0.17%	Add +23.6%	11,705	$1.1M
Lindbrook Capital, LLC	0.11%	Add +4861.5%	11,610	$1.1M
Mayflower Financial Advisors, LLC	0.19%	Reduce -4.7%	11,575	$1.1M
Loomis Sayles & Co. L P	0.00%	Reduce -70.7%	11,565	$1.1M
Shepherd Financial Partners LLC	0.15%	Reduce -16.1%	11,529	$1.1M
Resurgent Financial Advisors LLC	0.61%	Reduce -15.4%	11,514	$1.1M
Forza Wealth Management, LLC	0.58%	Add +3.6%	11,479	$1.1M
Avior Wealth Management, LLC	0.05%	Add +95.8%	11,525	$1.1M
Central Pacific Bank - Trust Division	0.15%	—	11,541	$1.1M
FWG Holdings, LLC	0.60%	Add +0.4%	11,585	$1.1M
Pinebridge Investments, L.P.	0.01%	Reduce -0.9%	11,405	$1.1M
CIBC Asset Management Inc	0.00%	Add +21.0%	11,403	$1.1M
John W. Brooker & Co., CPAs	0.60%	Reduce -10.1%	11,397	$1.1M
Towneley Capital Management, Inc / DE	0.27%	Add +0.3%	11,319	$1.1M
Mesirow Financial Investment Management, Inc.	0.03%	Add +23.2%	11,283	$1.1M
Kingdom Financial Group LLC.	0.78%	Add +150.1%	11,260	$1.1M
Lodestar Private Asset Management LLC	0.16%	Add +1.9%	11,252	$1.1M
MorganRosel Wealth Management, LLC	0.39%	Reduce -49.3%	11,237	$1.1M
GeoWealth Management, LLC	0.04%	Reduce -31.1%	11,216	$1.1M
Opal Wealth Advisors, LLC	0.37%	Reduce -56.0%	11,204	$1.1M
Veltria Advisors Corp.	0.28%	No change	11,180	$1.1M
Diversify Advisory Services, LLC	0.06%	—	11,259	$1.1M
LifePro Asset Management	0.72%	Add +12.6%	11,132	$1.1M
Badgley Phelps Wealth Managers, LLC	0.03%	Reduce -0.0%	11,077	$1.1M
Prevail Innovative Wealth Advisors, LLC	0.40%	New	11,045	$1.1M
Procyon Advisors, LLC	0.08%	Reduce -85.1%	11,044	$1.1M
Thompson Investment Management, Inc.	0.16%	Add +10.1%	11,026	$1.1M
Signaturefd, LLC	0.02%	Reduce -15.3%	10,996	$1.1M
Gries Financial LLC	0.18%	Add +4.6%	10,976	$1.1M
Horizons Wealth Management	0.70%	No change	10,811	$1.1M
Claro Advisors Inc.	0.19%	Add +1.8%	10,924	$1.1M
Vawter Financial, Ltd.	0.77%	Add +19.5%	10,901	$1.1M
EPIQ Capital Group, LLC	0.42%	New	10,817	$1.1M
Advus Financial Partners, LLC	0.33%	Add +1.8%	10,761	$1.1M
BTC Capital Management, Inc.	0.10%	—	10,756	$1.1M
Nilsine Partners, LLC	0.14%	Add +4.5%	10,728	$1.1M
Pacific Financial Group Inc.	0.72%	Add +0.3%	10,660	$1.0M
Bakala Capital LLC	8.97%	Add +115.9%	10,643	$1.0M
Brady Family Wealth, LLC	0.34%	Add +1.5%	10,598	$1.0M
HRC Wealth Management, LLC	0.76%	Reduce -3.1%	10,572	$1.0M
Providence Capital Advisors, LLC	0.23%	Add +7.2%	10,561	$1.0M
Belpointe Asset Management LLC	0.08%	Reduce -56.1%	10,551	$1.0M
Bourgeon Capital Management LLC	0.20%	Add +106.7%	10,518	$1.0M
Financial Consulate, Inc.	0.30%	Reduce -7.2%	10,326	$1.0M
HighMark Wealth Management LLC	0.62%	Add +57.5%	10,275	$1.0M
Stephens Consulting, LLC	0.31%	Reduce -3.1%	10,156	$995K
Ellis Investment Partners, LLC	0.22%	Add +0.7%	10,108	$990K
Transcendent Capital Group LLC	0.57%	Add +1.4%	10,068	$986K
Spreng Capital Management, Inc.	0.53%	Add +1.4%	10,045	$984K
Estate Counselors, LLC	0.11%	Reduce -36.5%	10,045	$984K
Vigilare Wealth Management	0.48%	Add +20.3%	10,043	$984K
Mgo One Seven LLC	0.05%	Reduce -55.3%	10,024	$982K
RHS Financial, LLC	0.56%	Reduce -29.9%	9,899	$970K
Integrated Investment Consultants, LLC	0.26%	Add +6.3%	9,734	$953K
Quadcap Wealth Management, LLC	0.22%	Reduce -10.6%	9,694	$949K
Penney Financial, LLC	0.70%	Reduce -8.8%	9,690	$949K
Noble Family Wealth, LLC	0.27%	Reduce -0.8%	9,676	$948K
Madden Advisory Services, Inc.	0.50%	Reduce -7.2%	9,629	$943K
Capital Investment Advisory Services, LLC	0.10%	Reduce -29.8%	9,625	$943K
Inscription Capital, LLC	0.15%	Add +2.7%	9,579	$938K
Busey Bank	0.03%	No change	9,491	$930K
PYA Waltman Capital, LLC	0.34%	Reduce -7.2%	9,489	$929K
Abel Hall, LLC	0.69%	Reduce -2.7%	9,402	$921K
Dohj, LLC	0.24%	Add +1.9%	9,390	$920K
Naples Global Advisors, LLC	0.09%	Add +170.9%	9,386	$919K
Union Savings Bank	0.48%	Reduce -3.3%	9,365	$917K
Riggs Asset Managment Co. Inc.	0.27%	Reduce -4.2%	9,322	$913K
FinTrust Capital Advisors, LLC	0.18%	No change	9,318	$913K
NDWM LLC	0.83%	Add +31.4%	9,305	$911K
Diversified Portfolios, Inc.	0.13%	Reduce -12.9%	9,305	$911K
Veracity Capital LLC	0.35%	Reduce -12.9%	9,196	$901K
Cedar Brook Financial Partners, LLC	0.18%	Reduce -3.6%	9,196	$901K
Register Financial Advisors LLC	0.46%	Add +7.4%	9,108	$892K
Vannoy Advisory Group, Inc.	0.69%	Add +1.2%	9,097	$891K
Creative Financial Designs Inc.	0.08%	Add +21.1%	9,073	$889K
Perennial Investment Advisors, LLC	0.14%	Add +1.6%	9,055	$887K
Adapt Wealth Advisors, LLC	0.63%	—	9,037	$885K
Laird Norton Wetherby Wealth Management, LLC	0.04%	Add +5.0%	9,034	$885K
Petix & Botte Co	0.22%	Add +141.1%	8,926	$874K
Ethos Financial Group, LLC	0.17%	Reduce -1.2%	8,922	$874K
Invst, LLC	0.10%	Reduce -19.7%	9,008	$873K
Platte River Wealth Advisors, LLC	0.25%	Reduce -6.3%	8,905	$872K
Pinnacle Wealth Management Advisory Group, LLC	0.09%	Reduce -14.6%	8,896	$871K
TRUE Private Wealth Advisors	0.10%	Reduce -33.8%	8,895	$871K
Angeles Investment Advisors, LLC	0.05%	Add +19.8%	8,854	$867K
Buck Wealth Strategies, LLC	0.30%	Reduce -90.2%	8,845	$866K
Evercore Wealth Management, LLC	0.01%	Add +4.9%	8,842	$866K
Physician Wealth Advisors, Inc.	0.18%	Add +4.3%	9,103	$866K
Jaffetilchin Investment Partners, LLC	0.08%	Add +8.6%	8,828	$865K
Crescent Grove Advisors, LLC	0.09%	Reduce -26.2%	8,815	$863K
Aprio Wealth Management, LLC	0.17%	Reduce -93.8%	8,777	$860K
Tower Research Capital LLC (TRC)	0.02%	Add +87300.0%	8,740	$856K
Kampmann Melissa S.	0.61%	Add +1.0%	8,708	$853K
Nvwm, LLC	0.23%	Reduce -47.7%	8,693	$851K
AlphaStar Capital Management, LLC	0.09%	Add +1.9%	8,690	$851K
Apella Capital, LLC	0.04%	Add +20.6%	8,740	$847K
Plan Group Financial, LLC	0.56%	Add +55.6%	8,636	$846K
Jump Financial, LLC	0.02%	New	8,539	$836K
Edgemoor Investment Advisors, Inc.	0.08%	Add +3.1%	8,425	$825K
Per Stirling Capital Management, LLC.	0.14%	Add +35.3%	8,424	$825K
Investment Advisory Group, LLC	0.34%	Add +1.2%	8,410	$824K
Consolidated Portfolio Review Corp	0.21%	Reduce -41.2%	8,356	$818K
Realta Investment Advisors	0.17%	Add +45.6%	8,323	$815K
Latitude Advisors, LLC	0.51%	Add +7.0%	8,304	$813K
Highland Financial Advisors, LLC	0.33%	Add +11.2%	8,296	$813K
Moneco Advisors, LLC	0.13%	Add +110.5%	8,277	$811K
W.G. Shaheen & Associates DBA Whitney & Co	0.10%	Reduce -81.7%	8,228	$806K
GFS Advisors, LLC	0.13%	No change	8,202	$803K
Pathway Financial Advisors LLC	0.22%	Add +3.1%	8,196	$803K
Plante Moran Financial Advisors, LLC	0.09%	Add +47.5%	8,175	$801K
Country Club Bank	0.06%	Reduce -2.2%	8,177	$801K
KPP Advisory Services LLC	0.22%	New	8,114	$795K
Carnegie Investment Counsel	0.02%	Add +1.4%	8,104	$794K
Tennessee Valley Asset Management Partners	0.19%	Add +8.5%	8,070	$790K
Flaharty Asset Management, LLC	0.12%	Reduce -2.8%	8,040	$787K
C M Bidwell & Associates Ltd.	0.53%	Add +34.5%	7,921	$776K
Valley Forge Investment Consultants Inc. Adv	0.30%	Add +16.5%	7,905	$774K
HHM Wealth Advisors, LLC	0.13%	Add +3.7%	7,767	$761K
International Private Wealth Advisors LLC	1.46%	Reduce -20.0%	7,734	$757K
Successful Portfolios LLC	0.52%	Add +14.8%	7,719	$756K
Watts Gwilliam & Co., LLC	0.23%	—	7,777	$751K
HUB Investment Partners, LLC	0.04%	Add +11.0%	7,646	$749K
NTV Asset Management LLC	0.11%	Add +92.3%	7,645	$749K
MCF Advisors LLC	0.06%	Reduce -17.7%	7,608	$745K
Boltwood Capital Management	0.23%	No change	7,550	$739K
Stillwater Capital Advisors, LLC	0.11%	No change	7,530	$737K
Cypress Wealth Services, LLC	0.17%	Reduce -3.7%	7,514	$736K
Waterway Wealth Management, LLC	0.32%	Reduce -1.9%	7,476	$732K
Advisory Alpha, LLC	0.03%	Add +41.9%	7,471	$732K
Howard Financial Services, LTD.	0.13%	Add +0.1%	7,458	$730K
CIC Wealth, LLC	0.21%	Add +30.9%	7,435	$728K
Summit Financial Strategies, Inc.	0.10%	Reduce -4.4%	7,400	$725K
U.S. Capital Wealth Advisors, LLC	0.03%	Reduce -8.0%	7,326	$718K
Advance Capital Management, Inc.	0.05%	Add +90.2%	7,319	$717K
Sunbelt Securities, Inc.	0.08%	Add +80.0%	7,313	$716K
Morningstar Investment Services LLC	0.01%	Add +26.1%	7,233	$709K
Pallas Capital Advisors LLC	0.03%	Reduce -21.2%	7,226	$708K
BBR Partners, LLC	0.06%	Add +4.7%	7,219	$707K
Mma Asset Management LLC	0.33%	Reduce -6.7%	7,325	$705K
Advocacy Wealth Management, LLC	0.06%	Add +11.3%	7,179	$703K
Patten & Patten Inc.	0.05%	New	7,176	$703K
Alpha Cubed Investments, LLC	0.04%	Reduce -93.2%	7,168	$702K
Topel & Distasi Wealth Management, LLC	0.31%	Add +23.5%	7,074	$693K
Imprint Wealth LLC	0.17%	Reduce -13.5%	7,136	$692K
Patton Albertson Miller Group, LLC	0.10%	Reduce -89.1%	7,057	$691K
Benjamin Edwards Inc.	0.14%	Add +127.9%	7,041	$690K
Maripau Wealth Management LLC	0.52%	Add +30.3%	7,035	$689K
25 LLC	0.33%	Add +6.5%	6,954	$681K
NorthRock Partners, LLC	0.03%	Add +22.3%	6,935	$679K
Warner Financial, Inc.	0.34%	Reduce -0.4%	6,918	$678K
Heritage Trust Co	0.09%	No change	6,908	$677K
Mather Group, Llc.	0.01%	Add +6.9%	6,815	$676K
Clear Creek Financial Management, LLC	0.09%	Add +15.5%	6,902	$676K
Annandale Capital, LLC	0.15%	No change	6,841	$670K
Guardian Capital Advisors LP	0.07%	Add +59.2%	7,003	$669K
Titleist Asset Management, LLC	0.12%	Reduce -37.5%	6,804	$666K
Clarity Capital Partners LLC	0.44%	Add +58.7%	6,793	$665K
Gerber, LLC	0.56%	Add +46.1%	6,750	$661K
BSW Wealth Partners	0.11%	Add +72.3%	6,738	$660K
Balanced Rock Investment Advisors LLC	0.56%	No change	6,725	$659K
Armstrong Advisory Group, Inc.	0.06%	No change	6,619	$657K
Syverson Strege & Co	0.23%	Add +0.5%	6,647	$651K
Stonebridge Capital Advisors LLC	0.06%	Reduce -2.9%	6,597	$646K
Nottingham Advisors, Inc.	0.08%	No change	6,582	$645K
Seascape Capital Management	0.24%	Reduce -22.3%	6,513	$638K
Welch & Forbes LLC	0.01%	Add +5.2%	6,491	$636K
VAUGHAN & Co SECURITIES, INC.	0.40%	Add +31.8%	6,486	$635K
Childress Capital Advisors, LLC	0.18%	Add +8.7%	6,441	$631K
Ledyard National Bank	0.06%	Reduce -0.1%	6,427	$629K
Altus Wealth Group LLC	0.32%	Reduce -72.9%	6,423	$629K
Fortitude Advisory Group L.L.C.	0.35%	Reduce -11.7%	6,394	$626K
Calton & Associates, Inc.	0.31%	Add +0.2%	6,392	$626K
Cambridge Advisors Inc.	0.15%	No change	6,350	$622K
Tritonpoint Wealth, LLC	0.06%	Add +650.4%	46,967	$621K
Credential Qtrade Securities Inc.	0.03%	No change	6,341	$621K
Independent Wealth Network Inc.	0.29%	Add +2.4%	6,324	$619K
Leonard Rickey Investment Advisors P.L.L.C.	0.16%	Add +2.9%	6,321	$619K
Haverford Trust Co	0.01%	New	6,317	$619K
Strategic Wealth Partners, Ltd.	0.07%	Add +38.4%	6,307	$618K
Strategies Wealth Advisors, LLC	0.09%	Reduce -3.1%	6,293	$616K
Transcend Capital Advisors, LLC	0.05%	Reduce -17.2%	6,249	$612K
Lokken Investment Group LLC	0.30%	Add +11.9%	6,230	$610K
Boomfish Wealth Group, LLC	0.41%	New	6,209	$608K
Westshore Wealth, LLC	0.25%	Add +97.2%	6,205	$608K
Americana Partners, LLC	0.05%	Add +34.3%	6,120	$599K
Family Asset Management, LLC	0.37%	Add +5.4%	6,098	$597K
Rockland Trust Co.	0.03%	No change	6,093	$597K
Total Clarity Wealth Management, Inc.	0.21%	Add +13.3%	6,093	$597K
Tidemark, LLC	0.33%	Add +31.1%	6,077	$595K
Planned Solutions, Inc.	0.29%	Reduce -0.7%	6,056	$593K
WealthPLAN Partners, LLC	0.06%	Reduce -0.9%	6,055	$593K
Atlas Private Wealth Advisors	0.20%	Reduce -53.0%	6,043	$592K
Charles Schwab Investment Advisory, Inc.	0.00%	Add +7.8%	5,964	$584K
LJI Wealth Management, LLC	0.15%	Add +7.3%	5,955	$583K
MN Wealth Advisors, LLC	0.36%	Reduce -6.0%	5,924	$580K
Good Life Advisors, LLC	0.05%	Reduce -0.1%	5,910	$579K
Ehrlich Financial Group	0.49%	Add +156.8%	5,892	$577K
Cornerstone Advisory, LLC	0.08%	Add +32.1%	5,890	$577K
Sovereign Financial Group, Inc.	0.15%	Add +16.1%	5,885	$576K
OneAscent Wealth Management LLC	0.22%	Add +5.8%	5,864	$574K
Sage Mountain Advisors LLC	0.06%	Add +389.0%	5,858	$574K
Berkeley Capital Partners, LLC	0.17%	New	5,840	$572K
Naviter Wealth, LLC	0.09%	Reduce -2.9%	5,810	$569K
IMS Capital Management	0.26%	New	5,798	$568K
FAS Wealth Partners, Inc.	0.05%	Reduce -24.0%	5,754	$564K
Palisade Asset Management, LLC	0.05%	Reduce -40.5%	5,745	$563K
KMG Fiduciary Partners, LLC	0.06%	Add +14.0%	5,712	$559K
RiverFront Investment Group, LLC	0.02%	Reduce -36.0%	5,708	$559K
CoreCap Advisors, LLC	0.03%	Add +6.8%	5,704	$559K
HC Advisors, LLC	0.27%	Reduce -1.7%	5,704	$559K
Prairiewood Capital, LLC	0.26%	Add +8.7%	5,662	$555K
JSF Financial, LLC	0.17%	Reduce -2.8%	5,661	$554K
Traynor Capital Management, Inc.	0.05%	Reduce -6.4%	5,654	$554K
Fragasso Financial Advisors Inc	0.05%	Add +17.5%	5,621	$550K
Burney Co./	0.02%	Reduce -14.4%	5,569	$545K
Oakworth Capital, Inc.	0.04%	Reduce -3.8%	5,532	$542K
Tyler-Stone Wealth Management	0.24%	Reduce -6.0%	5,526	$541K
Ameraudi Asset Management, Inc.	0.25%	No change	5,520	$541K
Simplicity Wealth,LLC	0.01%	Add +2.6%	5,511	$540K
Cubic Asset Management, LLC	0.13%	Add +26.9%	5,459	$535K
Alpha Financial Advisors, LLC	0.25%	Add +12.8%	5,436	$532K
Truefg, LLC	0.20%	Add +0.8%	5,436	$532K
Fortis Capital Advisors, LLC	0.22%	New	5,434	$532K
Bernardo Wealth Planning LLC	0.15%	Reduce -38.1%	5,398	$529K
Thomasville National Bank	0.04%	Reduce -0.6%	5,393	$528K
Triumph Capital Management	0.22%	Add +9.6%	5,426	$528K
Tompkins Financial Corp.	0.06%	Reduce -28.0%	5,376	$527K
Diversified, LLC	0.07%	Reduce -13.9%	5,348	$524K
McElhenny Sheffield Capital Management, LLC	0.19%	Add +4.2%	5,322	$521K
Sonata Capital Group Inc.	0.24%	No change	5,321	$521K
Revolve Wealth Partners, LLC	0.09%	Reduce -9.1%	5,312	$520K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.02%	Reduce -17.7%	5,309	$520K
VestGen Investment Management	0.16%	Add +11.0%	5,300	$519K
Crewe Advisors LLC	0.06%	No change	5,218	$511K
Atlanta Consulting Group Advisors, LLC	0.18%	—	5,190	$508K
Gradient Capital Advisors, LLC	0.18%	No change	5,140	$503K
Ironwood Wealth Management, LLC.	0.16%	Reduce -0.3%	5,136	$503K
Bfsg, LLC	0.07%	Add +17.8%	5,135	$503K
SageView Advisory Group, LLC	0.03%	New	5,392	$501K
Arlington Capital Management, Inc.	0.42%	Reduce -2.0%	5,110	$500K
NWK Group, Inc.	0.23%	Reduce -1.2%	5,108	$500K
Leo Wealth, LLC	0.05%	Reduce -5.8%	5,128	$498K
CFO4Life Group, LLC	0.09%	Reduce -16.9%	5,067	$496K
Boston Financial Mangement LLC	0.02%	Reduce -0.4%	5,067	$496K
Power Wealth Management LLC	0.31%	Reduce -1.9%	5,054	$495K
Comprehensive Financial Consultants Institutional, Inc.	0.21%	Add +1.1%	5,053	$495K
Abundance Wealth Counselors	0.11%	Add +6.8%	5,048	$494K
Patron Partners, LLC	0.30%	Reduce -27.3%	5,009	$491K
Plum Street Advisors, LLC	0.25%	Add +101.4%	4,837	$490K
Verition Fund Management LLC	0.01%	Add +100.0%	5,000	$490K
Summit X, LLC	0.13%	Reduce -29.2%	4,993	$489K
Bond & Devick Financial Network, Inc.	0.26%	No change	4,968	$487K
First National Trust Co	0.02%	Reduce -9.1%	4,935	$483K
Allianz Asset Management GmbH	0.00%	No change	4,900	$480K
Cornerstone Wealth Management, LLC	0.04%	Reduce -13.3%	4,896	$479K
Your Advocates Ltd., LLP	0.20%	Add +2.1%	4,882	$478K
Private Capital Management LLC	0.10%	Add +75.0%	4,863	$476K
Elevation Point Wealth Partners, LLC	0.04%	Reduce -46.6%	4,859	$476K
Jefferies Financial Group Inc.	0.01%	Reduce -65.0%	4,838	$474K
Modern Wealth Management, LLC	0.04%	New	4,813	$471K
Brown Brothers Harriman & Co.	0.00%	New	4,771	$467K
Well Done, LLC	0.09%	Reduce -84.2%	4,759	$466K
Pointe Capital Management LLC	0.28%	Reduce -47.1%	4,714	$462K
Tucker Asset Management LLC	0.11%	Add +457.2%	4,714	$462K
GFG Capital, LLC	0.12%	No change	4,697	$460K
Coastwise Capital Group, LLC	0.43%	New	4,676	$458K
Tilson Financial Group, Inc.	0.25%	Reduce -1.9%	4,664	$457K
Vantage Financial Partners Ltd., Inc.	0.12%	Reduce -0.6%	4,647	$455K
J. W. Coons Advisors, LLC	0.08%	No change	4,586	$449K
Chapin Davis, Inc.	0.16%	Add +1.6%	4,586	$449K
Halbert Hargrove Global Advisors, LLC	0.03%	Add +0.6%	4,561	$447K
Beaumont Financial Advisors, LLC	0.04%	Reduce -6.5%	4,545	$445K
German American Bancorp, Inc.	0.05%	Reduce -1.3%	4,542	$445K
Sentinel Pension Advisors, LLC	0.09%	Reduce -1.6%	4,521	$443K
GDS Wealth Management	0.05%	Reduce -6.0%	4,511	$442K
Gables Capital Management Inc.	0.24%	Add +46.3%	4,500	$441K
Venture Visionary Partners LLC	0.02%	Add +0.4%	4,472	$438K
Stratos Investment Management, LLC	0.04%	Reduce -70.4%	4,469	$438K
Bank Ozk	0.19%	Add +17.3%	4,442	$435K
Old Port Advisors	0.13%	Reduce -27.6%	4,439	$435K
Melfa Wealth Management, Inc.	0.31%	New	4,436	$434K
Peterson Wealth Services	0.16%	Reduce -11.3%	4,417	$433K
EverSource Wealth Advisors, LLC	0.03%	Reduce -22.1%	4,542	$432K
Agf Management Ltd.	0.00%	Reduce -6.4%	4,400	$431K
Tempus Wealth Planning, LLC	0.19%	Reduce -2.0%	4,396	$431K
Howe & Rusling Inc.	0.04%	Reduce -2.8%	4,393	$430K
Motiv8 Investments LLC	0.33%	New	4,390	$430K
Bulltick Wealth Management, LLC	0.09%	No change	4,370	$428K
Silver Oak Securities, Incorporated	0.07%	Reduce -15.7%	4,357	$427K
Life Line Wealth Management LLC	0.16%	Add +11.5%	4,333	$424K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.17%	—	4,322	$423K
World Equity Group, Inc.	0.09%	Reduce -3.3%	4,320	$423K
SouthState Bank Corp	0.03%	Add +21.0%	4,317	$423K
McCollum Christoferson Group LLC	0.12%	No change	4,300	$421K
Centennial Wealth Advisory LLC	0.19%	Add +6.5%	4,290	$420K
Aries Wealth Management	0.13%	New	4,248	$416K
Hassell Wealth Management, LLC	0.26%	New	4,329	$414K
Tudor Investment Corporation	0.01%	Reduce -73.6%	4,205	$412K
Financial Management Professionals, Inc.	0.06%	Reduce -0.4%	4,188	$410K
Mosaic Family Wealth Partners, LLC	0.07%	Reduce -12.6%	4,174	$409K
Middleton & Co. Inc.	0.05%	Reduce -11.0%	4,170	$408K
Abbrea Capital, LLC	0.05%	No change	4,163	$408K
Hanson & Doremus Investment Management	0.07%	Add +19.0%	4,156	$407K
Harbor Advisory Corp.	0.14%	No change	4,150	$406K
Holistic Financial Partners	0.20%	Add +0.1%	4,082	$400K
WealthCollab, LLC	0.29%	No change	4,082	$400K
Rosenberg Matthew Hamilton	0.12%	Add +22.0%	4,114	$399K
Columbia Bank	0.16%	—	4,057	$397K
OneAscent Financial Services LLC	0.04%	Reduce -59.1%	4,032	$395K
Schneider Downs Wealth Management Advisors, LP	0.09%	Reduce -6.2%	4,020	$394K
Continuum Advisory, LLC	0.06%	Reduce -17.7%	4,080	$393K
Willis Johnson & Associates, Inc.	0.03%	Add +5.3%	4,001	$392K
Summa Corp.	0.21%	New	4,000	$392K
Frank, Rimerman Advisors LLC	0.08%	No change	3,996	$391K
Calamos Advisors LLC	0.00%	Add +56.6%	3,994	$391K
Hengehold Capital Management LLC	0.04%	Add +30.1%	3,990	$391K
Clear Point Advisors Inc.	0.32%	Reduce -36.5%	3,964	$388K
Wintrust Investments LLC	0.03%	Reduce -57.0%	3,950	$387K
Farmers National Bank	0.12%	Add +51.1%	3,940	$386K
Benchmark Wealth Management, LLC	0.21%	Add +11.7%	3,938	$386K
American Trust	0.03%	Add +1.1%	3,926	$384K
Eudaimonia Partners, LLC	0.09%	Reduce -57.1%	3,906	$383K
Firethorn Wealth Partners, LLC	0.22%	Reduce -33.6%	3,883	$380K
LexAurum Advisors, LLC	0.10%	Add +18.5%	3,867	$379K
Peregrine Asset Advisers, Inc.	0.15%	No change	3,852	$377K
Boston Research & Management Inc.	0.09%	Add +3.8%	3,857	$377K
Wealthstar Advisors, LLC	0.13%	Reduce -5.5%	3,832	$375K
Sprott Inc.	0.03%	Add +0.5%	3,822	$374K
Ssi Investment Management LLC	0.15%	Reduce -3.5%	3,809	$373K
Northwest Wealth Management, LLC	0.10%	Reduce -23.9%	3,807	$373K
Heritage Wealth Advisors	0.02%	Add +1.4%	3,792	$371K
Executive Wealth Management, LLC	0.03%	Add +9.5%	3,821	$370K
Arkadios Wealth Advisors	0.03%	Reduce -19.6%	3,778	$370K
Brookmont Capital Management	0.19%	Reduce -5.7%	3,773	$370K
Romano Brothers and Company	0.05%	Reduce -2.6%	3,759	$368K
Proffitt & Goodson Inc.	0.07%	Reduce -0.7%	3,758	$368K
Clearbridge Investments, LLC	0.00%	No change	3,758	$368K
Wade Financial Advisory, Inc	0.13%	Reduce -14.7%	3,755	$368K
Meridian Management Co.	0.10%	Reduce -20.7%	3,708	$363K
Werba Rubin Papier Wealth Management	0.10%	New	3,685	$361K
W Advisors, LLC	0.25%	Reduce -27.1%	3,661	$359K
Cadence Bank	0.03%	Reduce -5.5%	3,657	$358K
Clear Investment Research, LLC	0.48%	Add +0.5%	3,647	$357K
Ieq Capital, LLC	0.01%	Reduce -2.6%	3,638	$356K
Householder Group Estate & Retirement Specialist, LLC	0.11%	Add +5.6%	3,622	$355K
Meadow Creek Wealth Advisors LLC	0.25%	No change	3,615	$354K
USAdvisors Wealth Management, LLC	0.13%	Reduce -48.5%	3,613	$354K
Hibernia Wealth Partners, LLC	0.24%	New	3,610	$354K
Orgel Wealth Management, LLC	0.01%	Reduce -60.1%	3,597	$352K
Epic Trust Investment Advisors, LLC	0.43%	Reduce -11.3%	3,579	$351K
SOA Wealth Advisors, LLC.	0.07%	Reduce -6.3%	3,576	$350K
Essential Planning, LLC.	0.17%	Add +2.3%	3,514	$349K
CCG Wealth Management, LLC	0.21%	Reduce -92.1%	3,501	$343K
Arden Trust Co	0.05%	Reduce -13.6%	3,498	$343K
Brighton Jones LLC	0.01%	Reduce -23.2%	3,482	$341K
North Star Investment Management Corp.	0.02%	Reduce -11.6%	3,467	$340K
Horan Securities, Inc.	0.16%	Reduce -13.2%	3,462	$339K
Regis Management CO LLC	0.10%	No change	3,460	$339K
Evanson Asset Management, LLC	0.03%	Add +0.6%	3,449	$338K
Partners in Financial Planning	0.07%	New	3,436	$337K
JNBA Financial Advisors	0.04%	Reduce -6.5%	3,436	$337K
Milestone Asset Management, LLC	0.10%	Add +48.6%	3,423	$335K
Hexagon Capital Partners LLC	0.07%	Reduce -4.6%	3,419	$335K
Semus Wealth Partners LLC	0.28%	Add +36.9%	3,416	$335K
Sharkey, Howes & Javer	0.05%	Add +11.4%	3,400	$333K
Willow Creek Wealth Management Inc.	0.04%	No change	3,378	$331K
Glen Eagle Advisors, LLC	0.06%	Reduce -2.0%	3,376	$331K
United Bank	0.17%	Add +4.9%	3,375	$331K
Swmg, LLC	0.15%	Reduce -10.9%	3,373	$330K
Pacific Wealth Management	0.19%	No change	3,326	$330K
Prudent Man Advisors, LLC	0.12%	Reduce -12.1%	3,360	$329K
Beacon Financial Group	0.04%	Add +40.5%	3,317	$325K
Archford Capital Strategies, LLC	0.05%	Add +3.8%	3,310	$324K
Stone Summit Wealth LLC	0.11%	Reduce -16.5%	3,298	$323K
West Branch Capital LLC	0.13%	Add +9.8%	3,293	$323K
Roger Wittlin Investment Advisory, LLC	0.23%	Add +0.6%	3,288	$322K
Premier Path Wealth Partners, LLC	0.06%	New	2,967	$322K
1900 Wealth Management LLC	0.03%	Reduce -90.2%	3,280	$321K
Lee Financial Co	0.05%	Reduce -38.6%	3,279	$321K
First Heartland Consultants, Inc.	0.03%	Reduce -10.1%	3,273	$321K
Courage Miller Partners, LLC	0.11%	No change	3,271	$320K
Braun-Bostich & Associates Inc.	0.27%	Reduce -93.7%	3,264	$320K
Henrickson Nauta Wealth Advisors, Inc.	0.14%	Reduce -75.5%	3,328	$319K
PrairieView Partners, LLC	0.04%	Add +68.3%	3,244	$318K
Lyell Wealth Management, LP	0.03%	Add +6.6%	3,220	$315K
Founders Financial Alliance, LLC	0.09%	Add +52.2%	3,216	$315K
Bogart Wealth, LLC	0.02%	Reduce -0.1%	3,203	$314K
Christopher J. Hasenberg, Inc	0.15%	Reduce -13.0%	3,202	$314K
TrinityPoint Wealth, LLC	0.05%	Add +9.3%	3,195	$313K
FSM Wealth Advisors, LLC	0.11%	Reduce -34.5%	3,189	$312K
Wealthfront Advisers LLC	0.00%	Reduce -13.9%	3,166	$310K
Oxford Financial Group, LTD. LLC	0.02%	Add +55.0%	3,149	$308K
Delta Asset Management LLC	0.03%	No change	3,145	$308K
New England Professional Planning Group Inc.	0.16%	No change	3,143	$308K
Stordahl Capital Management, Inc.	0.08%	Reduce -12.8%	3,141	$308K
Zullo Investment Group, Inc.	0.14%	Reduce -26.8%	3,115	$305K
Twin Capital Management Inc.	0.04%	New	3,124	$305K
Keystone Financial Group	0.04%	Add +14.9%	3,114	$305K
Everett Harris & Co.	0.00%	Reduce -26.9%	3,092	$303K
Noesis Capital Mangement Corp.	0.07%	Add +0.1%	3,074	$301K
Coulter & Justus Financial Services, LLC	0.07%	New	3,074	$301K
Stephenson & Company, Inc.	0.22%	No change	3,072	$301K
Penobscot Investment Management Company, Inc.	0.03%	Reduce -47.1%	3,070	$301K
Cardinal Point Capital Management ULC	0.06%	No change	3,065	$300K
Park Place Capital Corp	0.11%	Reduce -0.5%	3,063	$300K
Debussy Capital Management LP	0.09%	Add +14.3%	3,115	$300K
Aspen Grove Capital, LLC	0.08%	New	3,048	$299K
Defined Wealth Management, LLC	0.21%	New	3,040	$298K
Independent Family Office, LLC	0.16%	No change	3,032	$297K
Falcon Wealth Planning	0.05%	Reduce -6.0%	3,031	$297K
Centaurus Financial, Inc.	0.02%	Reduce -12.8%	2,991	$293K
Wealth Group Ltd	0.09%	New	3,036	$292K
Droms Strauss Advisors Inc. /Mo/	0.11%	Add +6.7%	2,983	$292K
Joseph Group Capital Management	0.15%	Add +33.4%	2,971	$291K
Basepoint Wealth LLC	0.22%	New	2,963	$290K
TrueWealth Advisors, LLC	0.11%	Reduce -26.8%	2,957	$290K
Hoge Financial Services, LLC	0.24%	Reduce -46.5%	2,952	$289K
Winthrop Advisory Group LLC	0.04%	Add +37.6%	2,941	$288K
Gray Wealth Management Inc.	0.13%	Add +24.2%	2,931	$287K
Avestar Capital, LLC	0.03%	Reduce -26.8%	2,929	$287K
tru Independence LLC	0.08%	New	2,927	$287K
Joel Isaacson & Co., LLC	0.02%	Add +0.6%	2,922	$286K
Trust Co of the South	0.07%	Reduce -6.7%	2,920	$286K
Nicolet Advisory Services, LLC	0.03%	Add +0.3%	2,946	$286K
Autumn Glory Partners, LLC	0.14%	No change	2,903	$284K
Texas Yale Capital Corp.	0.01%	Add +9.5%	2,890	$283K
Pinion Investment Advisors, LLC	0.15%	Reduce -39.8%	2,883	$282K
American Financial Advisors, LLC	0.04%	Add +0.2%	2,866	$281K
Gordian Advisors LLC	0.26%	New	2,839	$278K
Two Sigma Securities, LLC	0.01%	New	2,838	$278K
Gateway Wealth Partners, LLC	0.10%	Add +14.7%	2,804	$275K
Benin Management CORP	0.09%	Add +3.3%	2,792	$273K
Davidson Investment Advisors	0.01%	Reduce -91.5%	2,788	$273K
BOS Asset Management, LLC	0.14%	New	2,783	$273K
Atlantic Edge Private Wealth Management, LLC	0.09%	Reduce -34.2%	2,781	$272K
Fort Washington Investment Advisors Inc.	0.00%	Add +1.2%	2,778	$272K
Etfidea, LLC	0.09%	New	2,775	$272K
Allen Capital Group, LLC	0.04%	New	2,759	$270K
Balboa Wealth Partners	0.09%	Reduce -10.8%	2,734	$268K
Kanawha Capital Management LLC	0.02%	Reduce -42.0%	2,709	$265K
Waters Parkerson & Co., LLC	0.01%	No change	2,710	$265K
Wealth Alliance Advisory Group, LLC	0.06%	New	2,698	$264K
Sheaff Brock Investment Advisors, LLC	0.02%	No change	2,685	$263K
Bensler, LLC	0.04%	Reduce -21.5%	2,670	$262K
Quantitative Strategies, Inc.	0.15%	Add +7.6%	2,658	$260K
Capital Advisors, Ltd. LLC	0.03%	Add +38.3%	2,647	$259K
Kickstand Ventures, Llc.	0.07%	Reduce -0.7%	2,632	$258K
ARK & TLK Investments, LLC	0.10%	New	2,631	$258K
Fiduciary Alliance LLC	0.05%	Reduce -60.7%	2,639	$256K
Knuff & Co LLC	0.09%	No change	2,600	$255K
Montag A & Associates Inc.	0.01%	No change	2,600	$255K
Pillar Wealth Advisors, LLC	0.19%	New	2,593	$254K
Weaver Consulting Group	0.09%	Reduce -16.1%	2,591	$254K
Sachetta, LLC	0.12%	Add +0.6%	2,557	$254K
Cadinha & Co. LLC	0.04%	Reduce -5.7%	2,583	$253K
TNF LLC	0.10%	Reduce -5.2%	2,646	$252K
High Falls Advisors, Inc	0.06%	New	2,574	$252K
Copperwynd Financial, LLC	0.09%	Reduce -82.0%	2,572	$252K
Indiana Trust & Investment Management Co	0.10%	Reduce -4.7%	2,566	$251K
Kaydan Wealth Management, Inc.	0.09%	New	2,559	$251K
Apeiron RIA LLC	0.07%	No change	2,550	$250K
Advisory Resource Group	0.06%	Reduce -0.9%	2,549	$250K
City Center Advisors, LLC	0.29%	—	2,543	$249K
Segment Wealth Management, LLC	0.02%	Add +14.9%	2,540	$249K
Fiera Capital Corp	0.00%	Reduce -52.0%	2,537	$248K
SignalPoint Asset Management, LLC	0.07%	Add +1.0%	2,533	$248K
LaSalle St. Investment Advisors, LLC	0.14%	Add +4.2%	2,508	$248K
Vanguard Group Inc.	0.00%	Reduce -76.2%	2,527	$247K
Carmel Capital Partners, LLC	0.10%	New	2,503	$245K
Lanham O'Dell & Company, Inc.	0.12%	New	2,500	$245K
Jessup Wealth Management, Inc	0.10%	Add +0.3%	2,499	$245K
O'Connor Financial Group LLC	0.15%	Reduce -6.9%	2,492	$244K
Afg Fiduciary Services Limited Partnership	0.18%	Add +4.2%	2,498	$242K
Confluence Wealth Services, Inc.	0.02%	New	2,463	$241K
Client 1ST Advisory Group, LLC	0.11%	No change	2,455	$240K
Watchman Group, Inc.	0.07%	Reduce -40.3%	2,448	$240K
CENTRAL TRUST Co	0.01%	Add +6.2%	2,442	$239K
JT Stratford LLC	0.05%	Reduce -81.8%	2,439	$239K
White Lighthouse Investment Management Inc.	0.05%	Reduce -3.2%	2,429	$238K
Beacon Capital Management, LLC	0.05%	Add +79.9%	2,411	$236K
Brickley Wealth Management	0.05%	Reduce -5.8%	2,411	$236K
Lantern Wealth Advisors, LLC	0.17%	New	2,404	$235K
Brightwater Advisory LLC	0.19%	New	2,400	$235K
Fort Sheridan Advisors LLC	0.04%	No change	2,370	$232K
Trust Co. of Toledo NA	0.04%	Reduce -3.1%	2,352	$230K
Merriman Wealth Management, LLC	0.01%	New	2,328	$228K
Silver Oak Advisory Group, Inc.	0.13%	No change	2,319	$228K
Darwin Wealth Management, LLC	0.06%	Reduce -8.8%	2,320	$227K
Life Planning Partners, Inc	0.22%	Add +151.2%	2,301	$225K
Golden Road Advisors LLC	0.19%	Reduce -0.2%	2,300	$225K
Focused Wealth Management, Inc	0.04%	Add +0.3%	2,299	$225K
Wealth Advisors of Tampa Bay, LLC	0.11%	No change	2,285	$224K
Canopy Partners, LLC	0.11%	Add +7.0%	2,284	$224K
ACT Advisors, LLC.	0.12%	No change	2,278	$223K
Federation des caisses Desjardins du Quebec	0.00%	Reduce -23.3%	2,272	$223K
WealthTrust Axiom LLC	0.07%	New	2,256	$221K
Williams Jones Wealth Management, LLC.	0.00%	New	2,249	$220K
Rothschild Investment LLC	0.02%	Add +0.0%	2,247	$220K
Pension & Wealth Management Advisors, Inc.	0.14%	Reduce -5.2%	2,244	$220K
Gradient Investments LLC	0.01%	Reduce -2.3%	2,243	$220K
Cottage Street Advisors LLC	0.13%	New	2,239	$219K
Catalyst Private Wealth, LLC	0.11%	No change	2,235	$219K
High Note Wealth, LLC	0.07%	New	2,234	$219K
Dixon Mitchell Investment Counsel Inc.	0.01%	New	2,232	$219K
Dopkins Wealth Management, LLC	0.13%	New	2,217	$217K
New Insight Wealth Advisors	0.13%	Reduce -27.6%	2,206	$216K
L.M. Kohn & Company	0.06%	New	2,203	$216K
Adero Partners, LLC	0.02%	No change	2,200	$215K
Pine Valley Investments Ltd Liability Co	0.02%	New	2,199	$215K
Taylor & Morgan Wealth Management, LLC	0.16%	Reduce -1.7%	2,196	$215K
CWS Financial Advisors, LLC	0.09%	New	2,186	$214K
Scott Capital Advisors, LLC	0.07%	Reduce -22.1%	2,203	$213K
Aull & Monroe Investment Management Corp	0.10%	No change	2,175	$213K
Parcion Private Wealth LLC	0.02%	Reduce -14.8%	2,173	$213K
Ramiah Investment Group	0.20%	New	2,172	$213K
Colorado Capital Management, Inc.	0.12%	No change	2,152	$211K
Redhawk Wealth Advisors, Inc.	0.03%	New	2,153	$211K
Herold Advisors, Inc.	0.05%	New	2,140	$210K
O'Brien Wealth Partners LLC	0.05%	New	2,133	$209K
Signature Wealth Management Partners, LLC	0.17%	Reduce -23.9%	2,122	$208K
Aspen Wealth Management LLC	0.08%	New	2,118	$207K
Tanglewood Wealth Management, Inc.	0.03%	No change	2,114	$207K
WR Wealth Planners, LLC	0.06%	New	2,111	$207K
Destiny Wealth Partners, LLC	0.04%	No change	2,103	$206K
Midland Wealth Advisors, LLC	0.01%	New	2,100	$206K
Central Valley Advisors, LLC	0.11%	Add +2.5%	2,098	$205K
Family Capital Management, Inc.	0.14%	Reduce -0.6%	2,090	$205K
Moneywise, Inc.	0.11%	Reduce -26.8%	2,089	$205K
Rise Advisors, LLC	0.11%	Reduce -0.3%	2,078	$204K
Appleton Partners Inc.	0.02%	Reduce -28.6%	2,070	$203K
Vanguard Personalized Indexing Management, LLC	0.00%	New	2,061	$202K
Vaughan David Investments LLC	0.01%	New	2,050	$201K
Yoder Wealth Management, Inc.	0.13%	Reduce -8.3%	2,052	$201K
MidAtlantic Capital Management, Inc.	0.17%	No change	2,006	$196K
Wellington Shields Capital Management, LLC	0.04%	No change	2,000	$196K
Hills Bank & Trust Co	0.02%	Add +15.3%	1,975	$193K
Morris Financial Concepts, Inc.	0.10%	Add +5.3%	1,945	$190K
CNB Bank	0.09%	Add +175.8%	1,834	$180K
PSI Advisors, LLC	0.06%	Add +1.1%	1,816	$178K
Hazlett, Burt & Watson, Inc.	0.10%	Reduce -9.9%	1,790	$175K
Financial Synergies Wealth Advisors, Inc.	0.02%	Reduce -21.4%	1,783	$175K
Impact Partnership Wealth, LLC	0.07%	Reduce -17.6%	1,772	$174K
Matrix Private Capital Group LLC	0.12%	No change	1,742	$171K
Duncker Streett & Co. Inc.	0.03%	No change	1,660	$163K
Carolinas Wealth Consulting LLC	0.03%	Add +11.1%	1,653	$162K
Carmichael Hill & Associates, Inc.	0.07%	Reduce -3.0%	1,647	$161K
Friedenthal Financial	0.10%	No change	1,596	$156K
Cardiff Park Advisors, LLC	0.01%	Reduce -0.3%	1,591	$156K
Cassady Schiller Wealth Management, LLC	0.07%	No change	1,585	$155K
Caldwell Sutter Capital, Inc.	0.07%	Add +5.9%	1,551	$152K
Key Financial Inc	0.04%	Add +0.5%	1,530	$150K
Centerpoint Advisors, LLC	0.06%	Add +40.5%	1,525	$149K
Toth Financial Advisory Corp.	0.02%	Reduce -23.3%	1,506	$147K
Missouri Trust & Investment Co	0.06%	Add +65.5%	1,494	$146K
ESL Trust Services, LLC	0.04%	New	1,400	$137K
Mendota Financial Group, LLC	0.08%	No change	1,392	$136K
Nabity-Jensen Investment Management Inc	0.11%	No change	1,338	$131K
Archer Investment Corp	0.04%	Reduce -1.6%	1,322	$130K
Glass Jacobson Investment Advisors llc	0.05%	No change	1,300	$127K
Bangor Savings Bank	0.01%	Reduce -3.8%	1,285	$126K
Ritter Daniher Financial Advisory LLC / DE	0.04%	No change	1,275	$125K
Annapolis Financial Services, LLC	0.04%	Reduce -0.1%	1,274	$125K
Gould Capital, LLC	0.09%	Reduce -56.4%	1,233	$121K
Independence Bank of Kentucky	0.04%	No change	1,226	$120K
Northwest Investment Counselors, LLC	0.03%	New	1,224	$120K
Rain Capital Management, LLC	0.08%	Add +0.6%	1,213	$119K
Bray Capital Advisors	0.03%	No change	1,200	$118K
First Manhattan Co. Llc.	0.00%	New	1,162	$114K
Loring Wolcott & Coolidge Fiduciary Advisors LLP	0.00%	No change	1,172	$112K
Wunderlich Capital Managemnt	0.05%	No change	1,130	$111K
Banque Cantonale Vaudoise	0.00%	No change	1,100	$108K
Edmond DE Rothschild Holding S.A.	0.00%	Add +77.7%	1,066	$104K
Roble, Belko & Company, Inc	0.02%	Add +0.4%	1,052	$103K
Cambridge Trust Co.	0.00%	Reduce -54.6%	1,030	$101K
Highline Wealth Partners LLC	0.04%	Add +300.8%	1,026	$100K
Cornerstone Planning Group LLC	0.03%	No change	1,033	$99K
Harel Insurance Investments & Financial Services Ltd.	0.00%	No change	1,014	$99K
Mechanics Financial Corp	0.05%	No change	1,000	$98K
Wellington Shields & Co., LLC	0.03%	No change	978	$96K
Zeit Capital LLC	0.08%	Reduce -95.5%	965	$95K
New Republic Capital, LLC	0.06%	No change	961	$94K
Arjuna Capital	0.03%	New	946	$93K
Pacifica Partners Inc.	0.04%	Add +62.0%	943	$92K
Anchor Investment Management, LLC	0.01%	Reduce -25.6%	935	$92K
Clearstead Trust, LLC	0.02%	Reduce -30.0%	934	$91K
City Holding Co.	0.01%	Reduce -51.8%	908	$89K
Granite FO LLC	0.05%	Add +2.2%	881	$89K
Nordwand Advisors, LLC	0.03%	No change	893	$87K
PFG Private Wealth Management, LLC	0.05%	Add +5.6%	891	$87K
DHJJ Financial Advisors, Ltd.	0.04%	Reduce -13.4%	881	$86K
ICA Group Wealth Management, LLC	0.02%	Reduce -30.6%	879	$86K
Brown, Lisle/Cummings, Inc.	0.03%	Reduce -15.5%	873	$86K
Guardian Wealth Advisors, LLC / NC	0.01%	Reduce -1.1%	870	$85K
Winch Advisory Services, LLC	0.03%	No change	864	$85K
Beaird Harris Wealth Management, LLC	0.01%	Reduce -17.8%	858	$84K
Trust Co. of Vermont	0.00%	Reduce -50.9%	837	$82K
Breakwater Investment Management	0.04%	—	836	$82K
Fernwood Investment Management, LLC	0.02%	New	811	$79K
Y.D. More Investments Ltd	0.01%	Add +33.3%	800	$78K
Cranbrook Wealth Management, LLC	0.02%	Reduce -41.9%	768	$75K
Kelly Financial Services LLC	0.03%	Add +133.1%	725	$71K
Capital Investment Counsel, Inc	0.01%	No change	688	$67K
Van Eck Associates Corp.	0.00%	New	684	$67K
Moisand Fitzgerald Tamayo, LLC	0.01%	Reduce -51.7%	678	$66K
Annis Gardner Whiting Capital Advisors, LLC	0.02%	Add +88.3%	676	$66K
Biltmore Family Office, LLC	0.01%	No change	663	$65K
Studio Investment Management LLC	0.02%	New	657	$64K
Vestor Capital, LLC	0.01%	Add +5.2%	645	$63K
Koesten, Hirschmann & Crabtree, INC.	0.04%	Add +96.0%	641	$63K
Heck Capital Advisors, LLC	0.01%	Add +48.3%	636	$62K
Eagle Bay Advisors LLC	0.04%	Add +591.2%	629	$62K
Parkside Financial Bank & Trust	0.01%	Add +0.3%	621	$61K
Westwind Capital	0.01%	No change	601	$59K
Cetera Trust Company, N.A	0.04%	Add +110.5%	600	$59K
Godsey & Gibb, Inc.	0.01%	Reduce -14.8%	582	$57K
VitalStone Financial, LLC	0.04%	Reduce -2.4%	582	$57K
Washington Trust Advisors, Inc.	0.01%	Reduce -20.9%	567	$56K
Bank of New Hampshire	0.01%	No change	556	$54K
Paladin Advisory Group, LLC	0.04%	Add +9.0%	547	$53K
Caitlin John, LLC	0.04%	Reduce -3.4%	540	$53K
NFSG Corp	0.02%	Reduce -36.7%	532	$52K
GPS Wealth Strategies Group, LLC	0.01%	Add +40.0%	522	$51K
Retirement Group, LLC	0.02%	Reduce -17.6%	512	$50K
CarsonAllaria Wealth Management, Ltd.	0.03%	Add +0.4%	463	$45K
PFC Capital Group, Inc.	0.02%	New	467	$45K
Alaska Wealth Advisors, LLC	0.01%	Add +6.4%	451	$44K
Steph & Co.	0.01%	Reduce -63.5%	423	$41K
Tradewinds Capital Management, LLC	0.01%	No change	410	$40K
Clean Yield Group	0.02%	No change	406	$40K
Harbor Investment Advisory, LLC	0.00%	Reduce -88.7%	392	$38K
Wolff Wiese Magana LLC	0.03%	No change	388	$38K
Farmers & Merchants Trust Co of Chambersburg PA	0.01%	No change	368	$36K
Elevate Wealth Advisory, Inc.	0.03%	Add +13.6%	350	$34K
Ruedi Wealth Management, Inc.	0.01%	Add +44.8%	346	$34K
LRI Investments, LLC	0.01%	—	344	$34K
Baldwin Wealth Partners LLC	0.00%	No change	325	$32K
Cape Investment Advisory, Inc.	0.01%	No change	323	$32K
Compagnie Lombard Odier SCmA	0.00%	No change	317	$31K
American Capital Advisory, LLC	0.03%	Add +2292.3%	311	$31K
Venturi Wealth Management, LLC	0.00%	Reduce -76.5%	315	$31K
JCIC Asset Management Inc.	0.01%	No change	315	$31K
Financial Perspectives, Inc	0.01%	No change	314	$31K
Tortoise Investment Management, LLC	0.00%	Add +1.0%	313	$31K
Tower View Wealth Management LLC	0.02%	New	311	$30K
SRH Advisors, LLC	0.01%	No change	308	$30K
Citizens National Bank Trust Department	0.01%	Reduce -36.8%	300	$29K
Atlas Capital Advisors Inc.	0.00%	New	300	$29K
Punch & Associates Investment Management, Inc.	0.00%	Reduce -66.1%	300	$29K
Chesapeake Asset Management LLC	0.03%	New	291	$29K
Activest Wealth Management	0.01%	Reduce -95.5%	276	$27K
First Pacific Financial	0.01%	Add +11.3%	275	$27K
First Community Trust NA	0.02%	New	260	$25K
Asset Dedication, LLC	0.00%	No change	257	$25K
Bradley & Co. Private Wealth Management, LLC	0.02%	No change	254	$25K
Morling Financial Advisors, LLC	0.01%	New	249	$24K
Global Financial Private Client, LLC	0.01%	No change	247	$24K
Planning Capital Management Corp	0.02%	New	243	$24K
Concord Wealth Partners	0.00%	Reduce -82.7%	241	$24K
AllSquare Wealth Management LLC	0.01%	No change	235	$23K
Silicon Valley Capital Partners	0.00%	Add +0.4%	231	$23K
Hilltop National Bank	0.01%	—	220	$22K
Tanglewood Legacy Advisors, LLC	0.01%	Reduce -76.1%	218	$21K
SJS Investment Consulting Inc.	0.00%	Reduce -16.9%	211	$21K
Founders Capital Management	0.01%	Reduce -60.0%	200	$20K
Main Street Group, LTD	0.01%	No change	200	$19K
Laurel Wealth Advisors LLC	0.00%	No change	182	$18K
Glassman Wealth Services	0.00%	Add +41.5%	174	$17K
Eukles Asset Management	0.01%	No change	171	$17K
Balefire, LLC	0.01%	Add +16500.0%	166	$16K
Valley National Advisers Inc.	0.00%	Add +0.6%	165	$16K
IAG Wealth Partners, LLC	0.00%	No change	163	$16K
Aspire Private Capital, LLC	0.00%	New	160	$16K
Pin Oak Investment Advisors Inc.	0.01%	Reduce -16.0%	158	$15K
Barrett & Company, Inc.	0.01%	No change	153	$15K
Investors Research Corp	0.00%	No change	150	$15K
McIlrath & Eck, LLC	0.00%	Add +4.2%	150	$15K
Lowe Wealth Advisors, LLC	0.01%	No change	142	$14K
FSA Wealth Management LLC	0.01%	No change	136	$13K
DecisionPoint Financial, LLC	0.01%	New	138	$13K
Trivant Custom Portfolio Group, LLC	0.01%	No change	134	$13K
Mine & Arao Wealth Creation & Management, LLC.	0.01%	No change	127	$12K
Pflug Koory, LLC	0.00%	No change	127	$12K
Macroview Investment Management LLC	0.01%	No change	121	$12K
Vermillion & White Wealth Management Group, LLC	0.01%	Reduce -24.0%	117	$11K
Emfo, LLC	0.01%	New	114	$11K
Covestor Ltd	0.01%	Reduce -22.1%	109	$11K
JDM Financial Group LLC	0.01%	New	112	$11K
New Covenant Trust Company, N.A.	0.01%	—	111	$11K
First PREMIER Bank	0.00%	No change	106	$10K
Arvest Investments, Inc.	0.00%	Reduce -92.3%	101	$10K
State of Wyoming	0.00%	No change	100	$10K
Clarity Asset Management, Inc.	0.01%	Add +1.0%	100	$10K
Oliver Lagore Vanvalin Investment Group	0.00%	Add +36.6%	97	$10K
Pittenger & Anderson Inc.	0.00%	No change	92	$9K
Woodard & Co. Asset Management Group Inc.	0.00%	Reduce -83.5%	91	$9K
Nemes Rush Group LLC	0.00%	Reduce -32.3%	86	$8K
Pineridge Advisors LLC	0.00%	Reduce -46.4%	81	$8K
Investment Research & Advisory Group, Inc.	0.00%	No change	79	$8K
Salomon & Ludwin, LLC	0.00%	Add +88.1%	79	$8K
St Germain D J Co. Inc.	0.00%	Reduce -50.7%	72	$7K
Vima LLC	0.01%	Reduce -73.9%	70	$7K
Rakuten Securities, Inc.	0.00%	New	69	$7K
LGT Financial Advisors LLC	0.01%	No change	67	$7K
Sittner & Nelson, LLC	0.00%	New	67	$7K
Townsend Asset Management Corp. /NC/	0.00%	No change	63	$6K
Optimum Investment Advisors	0.00%	No change	60	$6K
Versant Capital Management, Inc	0.00%	No change	59	$6K
Global Wealth Strategies & Associates	0.00%	No change	56	$5K
GoalVest Advisory LLC	0.00%	Reduce -97.3%	49	$5K
WFA Asset Management Corp	0.00%	New	48	$5K
Gen-Wealth Partners Inc	0.00%	—	48	$5K
Chilton Capital Management LLC	0.00%	Reduce -54.4%	42	$4K
FWL Investment Management, LLC	0.00%	No change	42	$4K
Coston, McIsaac & Partners	0.00%	No change	45	$4K
EPG Wealth Management LLC	0.00%	No change	38	$4K
DiNuzzo Private Wealth, Inc.	0.00%	Reduce -5.4%	35	$3K
Dynamic Wealth Strategies, LLC	0.00%	No change	26	$3K
Boyd Watterson Asset Management LLC	0.00%	Reduce -99.6%	30	$3K
Solstein Capital, LLC	0.00%	Reduce -99.3%	29	$3K
Semmax Financial Advisors Inc.	0.00%	No change	29	$3K
Front Row Advisors LLC	0.00%	No change	27	$3K
GHP Investment Advisors, Inc.	0.00%	Reduce -80.5%	25	$2K
Jamison Private Wealth Management, Inc.	0.00%	New	23	$2K
First United Bank & Trust	0.00%	No change	20	$2K
Financial Gravity Asset Management, Inc.	0.00%	Reduce -99.9%	19	$2K
Prestige Wealth Management Group LLC	0.00%	No change	14	$1K
Sugarloaf Wealth Management, LLC	0.00%	Reduce -99.0%	12	$1K
Anfield Capital Management, LLC	0.00%	New	10	$979
Institutional & Family Asset Management, LLC	0.00%	Reduce -99.9%	9	$914
Dunhill Financial, LLC	0.00%	Add +350.0%	9	$856
MGB Wealth Management, LLC	0.00%	No change	8	$806
Raleigh Capital Management Inc.	0.00%	No change	7	$686
Atticus Wealth Management, LLC	0.00%	No change	7	$686
Legacy Bridge, LLC	0.00%	New	5	$490
Iron Horse Wealth Management, LLC	0.00%	Add +50.0%	3	$245
Richardson Financial Services Inc.	0.00%	New	1	$78
Hoey Investments, Inc.	0.00%	No change	1	$74

"% of holder's portfolio" is AGG's weight in each manager's 13F, not the share of iShares Core U.S. Aggregate the manager owns.