iShares Core U.S. AggregateAGGETF

13F holders, Q4 2024 (December 31)

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

1,941holders +144

124new positions

116sold out

6famous investors

$94.79avg. 13F price*

At the end of Q4 2024, 1,941 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, up 144 from Q3 2024. 124 opened new positions and 116 sold out. The largest holders were Jones Financial Companies LLLP ($12.5B), Raymond James Financial Inc. ($7.5B) and Wells Fargo & Company ($5.2B). 6 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

	Institutions	Total Value
New Positions	124	$1.9B
Exits	116	$1.0B

All 13F filers, Q3 2024 → Q4 2024: 91,824,711 shares bought and 54,249,900 shares sold, net +37,574,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,941 holders


Jones Financial Companies LLLP	11.88%	Add +6.1%	128,947,585	$12.5B
Raymond James Financial Inc.	2.79%	—	77,873,077	$7.5B
Wells Fargo & Company	1.26%	Add +5.9%	53,836,254	$5.2B
Envestnet Asset Management Inc.	1.60%	Add +5.6%	51,597,816	$5.0B
Bank of America Corp.	0.39%	Add +9.9%	43,758,246	$4.2B
BlackRock, Inc.	0.08%	Reduce -15.9%	42,895,883	$4.2B
US Bancorp \de	4.32%	Reduce -8.6%	34,048,215	$3.3B
Morgan Stanley	0.22%	Add +15.8%	32,612,398	$3.2B
Mercer Global Advisors Inc.	5.53%	Add +3.9%	23,411,435	$2.3B
Betterment LLC	4.60%	Add +6.0%	19,893,388	$1.9B
Ameriprise Financial Inc.	0.48%	Add +75.4%	19,130,645	$1.9B
Goldman Sachs Group Inc.	0.34%	Reduce -29.5%	18,527,689	$1.8B
Envestnet Portfolio Solutions, Inc.	5.29%	Reduce -11.5%	16,681,363	$1.6B
Northern Trust Corp.	0.20%	Reduce -1.1%	14,764,305	$1.4B
Wealth Enhancement Advisory Services, LLC	2.66%	Add +11.8%	14,334,897	$1.4B
Johns Hopkins University	51.63%	New	14,159,616	$1.4B
Arizona PSPRS Trust	41.69%	Add +64.2%	13,346,704	$1.3B
Creative Planning	1.21%	Add +2.0%	12,879,420	$1.2B
Acorns Advisers, LLC	11.49%	Add +6.9%	12,235,073	$1.2B
Charles Schwab Investment Management Inc.	0.20%	Reduce -3.1%	11,152,811	$1.1B
Northwestern Mutual Wealth Management Co.	0.85%	Add +9.7%	10,429,324	$1.0B
JPMorgan Chase & Co.	0.08%	Reduce -13.0%	10,389,943	$1.0B
First Citizens Bank & Trust Co.	18.30%	Reduce -0.3%	10,290,042	$997.1M
WealthNavi Inc.	11.34%	Add +2.1%	10,070,637	$975.8M
FMR LLC	0.06%	Add +10.6%	10,057,777	$974.6M
LPL Financial LLC	0.37%	Add +16.7%	9,271,415	$898.4M
Avantax Advisory Services, Inc.	5.47%	Add +3.0%	8,993,758	$871.5M
Tiaa Trust, National Association	2.61%	Add +2.5%	8,881,649	$861.0M
PNC Financial Services Group, Inc.	0.57%	Add +7.9%	8,820,344	$854.7M
UBS Group AG	0.19%	Add +9.1%	8,687,944	$841.9M
Mariner, LLC	1.30%	Add +9.8%	7,968,950	$772.2M
Prudential Financial Inc.	1.00%	Add +13.0%	7,553,615	$731.9M
Truist Financial Corp.	1.08%	Add +2.8%	7,108,515	$688.8M
Stifel Financial Corp.	0.63%	Reduce -2.4%	6,269,229	$607.5M
Captrust Financial Advisors	1.67%	Add +15.7%	6,027,285	$584.0M
Cerity Partners LLC	1.23%	Add +20.1%	5,847,781	$566.7M
Factory Mutual Insurance Co.	6.08%	Reduce -14.1%	5,798,857	$561.9M
Bank of New York Mellon Corp	0.10%	Add +8.3%	5,502,806	$533.2M
Members Trust Co	17.59%	Reduce -3.5%	5,267,444	$510.4M
Royal Bank of Canada	0.11%	Add +2.8%	5,202,308	$504.1M
Cetera Investment Advisers	0.98%	Reduce -11.0%	4,833,421	$468.4M
Mackenzie Financial Corp.	0.62%	Add +9.3%	4,713,300	$456.7M
Balentine LLC	17.96%	Reduce -0.3%	4,566,220	$442.5M
Constellation Investments, Inc.	19.62%	—	4,448,919	$431.1M
D.A. Davidson & Co.	3.34%	Add +4.2%	4,231,376	$410.0M
Citigroup Inc.	0.34%	Reduce -15.7%	3,616,308	$350.4M
Vantagepoint Investment Advisers LLC	50.46%	Add +32.6%	3,249,918	$314.9M
SageView Advisory Group, LLC	13.11%	Add +13.3%	3,143,993	$304.7M
Janus Henderson Group PLC	0.15%	Reduce -1.9%	3,076,340	$298.1M
SigFig Wealth Management, LLC	10.60%	Add +4.0%	3,022,430	$292.9M
United Services Automobile Association	9.33%	Reduce -67.6%	2,953,780	$286.2M
Dynasty Wealth Management, LLC	4.93%	Reduce -0.8%	2,948,330	$285.7M
South Dakota Investment Council	5.67%	Add +1.3%	2,935,485	$284.4M
Mason Street Advisors, LLC	32.31%	Add +2.1%	2,575,800	$249.6M
Quotient Wealth Partners, LLC	7.76%	Add +3.4%	2,447,183	$237.1M
Alliancebernstein L.P.	0.08%	Reduce -18.3%	2,433,340	$235.8M
Simplify Asset Management Inc.	15.63%	Add +64.5%	2,319,638	$224.8M
EP Wealth Advisors, LLC	1.83%	Add +37.1%	2,315,491	$224.4M
Allspring Global Investments Holdings, LLC	0.35%	Reduce -3.0%	2,258,138	$218.8M
Blue Trust, Inc.	2.79%	Add +4.2%	2,250,666	$218.1M
Stairway Partners, LLC	12.33%	Add +10.3%	2,020,376	$195.8M
Disciplina Capital Management LLC	32.52%	Add +5.4%	1,991,579	$193.0M
HighTower Advisors, LLC	0.26%	Add +4.0%	1,962,504	$190.2M
Commonwealth Equity Services, LLC	0.26%	Reduce -6.0%	1,857,277	$180.0M
Axxcess Wealth Management, LLC	4.28%	Add +4.4%	1,786,585	$173.1M
O'shaughnessy Asset Management, LLC	1.38%	Add +6.1%	1,673,755	$162.2M
Macquarie Group Ltd.	0.19%	New	1,651,369	$160.0M
Charter Oak Capital Management, LLC	14.64%	Add +7.8%	1,623,500	$157.3M
Capital Asset Advisory Services LLC	7.74%	Add +0.7%	1,624,275	$157.2M
&partners	1.86%	Add +58.4%	1,600,629	$154.8M
Cahaba Wealth Management, Inc.	12.14%	Add +3.0%	1,513,617	$146.7M
Prime Capital Investment Advisors, LLC	2.12%	Reduce -1.9%	1,506,931	$146.0M
Bank of Montreal	0.07%	Add +7.3%	1,467,753	$142.2M
Deutsche Bank AG	0.05%	Add +63.6%	1,423,276	$137.9M
Mitsubishi UFJ Trust & Banking Corp	0.32%	No change	1,413,455	$137.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	0.85%	Add +1.3%	1,406,967	$136.3M
Destination Wealth Management	4.17%	Add +2.4%	1,375,087	$133.2M
Campbell Wealth Management	11.96%	Add +5.4%	1,371,949	$132.9M
Forvis Mazars Wealth Advisors, LLC	3.04%	Add +6.8%	1,361,114	$131.9M
GenTrust, LLC	5.71%	Add +0.3%	1,352,485	$131.1M
Cambridge Investment Research Advisors, Inc.	0.43%	Add +3.2%	1,335,559	$129.4M
Kingsview Wealth Management, LLC	2.43%	Add +35.9%	1,286,651	$124.7M
Rebalance, LLC	9.21%	Add +4.3%	1,271,269	$123.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	0.31%	Add +3.6%	1,270,572	$123.1M
Wesbanco Bank Inc.	4.18%	Add +21.3%	1,262,862	$122.4M
Trustmark Bank Trust Department	9.02%	Add +13.4%	1,252,681	$121.4M
Sagespring Wealth Partners, LLC	3.11%	—	25,522,515	$117.7M
MML Investors Services, LLC	0.40%	Add +13.9%	1,209,528	$117.2M
Country Trust Bank	2.92%	Add +1.3%	1,204,877	$116.8M
Osaic Holdings, Inc.	0.26%	Reduce -2.6%	1,210,046	$115.1M
Mill Creek Capital Advisors, LLC	2.73%	Reduce -2.1%	1,173,088	$113.7M
Howard Capital Management, LLC	1.65%	Reduce -57.5%	1,093,236	$105.9M
Steward Partners Investment Advisory, LLC	0.92%	Add +7.1%	1,073,367	$104.0M
HSBC Holdings PLC	0.06%	Reduce -2.2%	1,060,784	$102.8M
Sumitomo Mitsui Financial Group, Inc.	1.35%	Add +9.5%	1,047,403	$101.5M
Principal Securities, Inc.	2.28%	Add +4.7%	1,042,984	$101.1M
Assetmark, Inc.	0.27%	Reduce -6.5%	1,037,983	$100.6M
Trajan Wealth LLC	5.55%	Add +4.5%	1,034,804	$100.3M
SVB Wealth LLC	1.85%	Add +398.9%	1,020,473	$98.9M
Fisher Asset Management	0.04%	Add +13.1%	1,019,502	$98.8M
Thrivent Financial for Lutherans	0.19%	Reduce -6.2%	1,007,886	$98.6M
Graves Light Lenhart Wealth, Inc.	11.99%	Add +1.7%	995,574	$96.5M
Sumitomo Mitsui Trust Group, Inc.	0.06%	No change	992,594	$96.2M
Keybank National Association	0.37%	Add +10.0%	991,774	$96.1M
Tidal Investments LLC	0.79%	Reduce -4.5%	986,189	$95.6M
Trust Co	10.84%	Add +3.3%	975,995	$94.6M
Crestwood Advisors Group, LLC	1.76%	Reduce -6.8%	967,902	$93.8M
Cliftonlarsonallen Wealth Advisors, LLC	1.80%	Reduce -4.6%	959,416	$93.0M
BNP Paribas Financial Markets	0.07%	Reduce -19.1%	956,203	$92.7M
Corient Private Wealth LP	0.15%	Add +16.4%	932,700	$89.8M
Ritholtz Wealth Management	2.61%	Add +3.5%	917,718	$88.9M
Beacon Pointe Advisors, LLC	0.98%	Add +9.7%	908,777	$88.1M
1832 Asset Management L.P.	0.15%	Add +0.3%	884,425	$85.7M
National Philanthropic Trust	1.23%	Add +28.1%	879,798	$85.3M
Cambridge Associates LLC /Ma/	2.72%	Add +11.8%	877,912	$85.1M
Rational Advisors, Inc.	8.60%	Reduce -2.0%	875,598	$84.8M
Comerica Bank	0.34%	Add +30.4%	860,409	$83.4M
Mirae Asset Global Investments Co., Ltd.	0.34%	Reduce -2.4%	853,482	$82.8M
Evoke Wealth, LLC	2.27%	Reduce -1.8%	840,567	$81.5M
Baker Avenue Asset Management, LP	2.48%	Add +4.5%	835,466	$81.0M
NewEdge Advisors, LLC	0.48%	Reduce -8.1%	818,795	$79.3M
Concurrent Investment Advisors, LLC	2.13%	Add +140.8%	810,871	$78.6M
Focus Partners Wealth	0.20%	Add +11.1%	808,599	$78.4M
Steele Capital Management, Inc.	4.03%	Add +0.5%	798,833	$77.4M
Alerus Financial NA	5.86%	Add +1.7%	789,633	$76.5M
Voya Investment Management LLC	0.09%	Add +58.9%	783,790	$75.9M
Meridian Wealth Partners, LLC	11.28%	Add +4.4%	767,095	$74.3M
Gerber Kawasaki Wealth & Investment Management	3.23%	Add +5.5%	765,921	$74.2M
Juniper Hill Capital Management LP	15.81%	No change	736,489	$71.4M
Brookstone Capital Management	1.04%	Reduce -48.2%	736,078	$71.3M
Victory Capital Management Inc.	0.07%	Add +1.7%	729,775	$70.7M
United Capital Financial Advisors, LLC	0.60%	Reduce -4.5%	726,908	$70.4M
Rock Creek Group LLC	7.27%	Reduce -25.8%	712,873	$69.1M
Zacks Investment Management	0.63%	Reduce -8.5%	707,118	$68.5M
Orion Porfolio Solutions, LLC	0.68%	Reduce -30.8%	706,375	$68.4M
Orion Portfolio Solutions, LLC	0.68%	Reduce -30.8%	706,375	$68.4M
Charles Schwab Trust Co	5.85%	Add +3.5%	703,155	$68.1M
Janney Montgomery Scott LLC	0.19%	Add +29.7%	694,514	$67.3M
Franklin Resources Inc.	0.02%	Reduce -0.5%	690,215	$66.9M
Cornerstone Wealth Group, LLC	5.46%	Add +6.6%	688,175	$66.7M
PDS Planning, Inc	5.92%	Add +6.7%	687,306	$66.6M
Cwm, LLC	0.27%	Add +7.8%	680,561	$65.9M
Professional Financial Advisors, LLC	16.50%	Add +1.3%	664,736	$64.4M
Sand Hill Global Advisors, LLC	2.71%	Add +9.3%	660,319	$64.0M
First Citizens Asset Management, Inc.	23.29%	Reduce -0.5%	656,910	$63.7M
Fifth Third Bancorp	0.23%	Reduce -3.8%	643,732	$62.4M
Freestone Capital Holdings, LLC	2.13%	Add +0.1%	636,091	$61.6M
Kestra Private Wealth Services, LLC	1.05%	Add +6.8%	635,422	$61.6M
McKinley Carter Wealth Services, Inc.	3.75%	Reduce -1.4%	631,509	$61.2M
Wealthspire Retirement, LLC	4.82%	Add +0.8%	630,290	$61.1M
Efficient Advisors, LLC	3.88%	Add +0.4%	621,944	$60.3M
Stamos Capital Partners, L.P.	13.99%	Reduce -10.1%	615,150	$59.6M
Smith & Howard Wealth Management, LLC	16.75%	Add +2.9%	610,636	$59.2M
First Merchants Corp.	2.27%	Add +3.9%	608,909	$59.0M
Center for Financial Planning, Inc.	7.84%	Add +13.5%	606,411	$58.8M
BLB&B Advisors, LLC	2.96%	Add +7.2%	599,296	$58.1M
Lido Advisors, LLC	0.36%	Reduce -8.0%	592,101	$57.4M
Cable Hill Partners, LLC	5.64%	Reduce -2.6%	577,210	$55.9M
Affiance Financial, LLC	13.37%	Add +4.3%	576,795	$55.9M
Park Avenue Securities LLC	0.57%	Add +21.8%	575,001	$55.7M
Bar Harbor Wealth Management	3.65%	Add +2.3%	574,441	$55.7M
Sanctuary Advisors, LLC	0.35%	Add +7.9%	569,687	$55.6M
Provenance Wealth Advisors, LLC	7.14%	Add +3.2%	569,931	$55.2M
Focus Financial Network, Inc.	2.19%	Add +15.8%	568,391	$55.1M
JFS Wealth Advisors, LLC	3.73%	Reduce -0.3%	563,712	$54.6M
Compton Financial Group, LLC	15.88%	Add +5.1%	551,279	$53.4M
M&T Bank Corp	0.18%	Add +3.8%	550,996	$53.4M
T. Rowe Price Associates Inc.	0.01%	Add +11284.4%	548,728	$53.2M
National Bank of Canada	0.07%	Reduce -43.5%	540,301	$52.4M
First Horizon Advisors, Inc.	1.46%	Add +8.0%	539,394	$52.3M
Summit Global Investments	3.25%	Add +5.5%	536,876	$52.0M
Adaptive Financial Consulting, LLC	21.23%	Reduce -0.4%	528,169	$51.2M
Bouchey Financial Group, Ltd.	4.47%	Add +45.3%	527,949	$51.2M
Liquid Strategies, LLC	10.53%	Add +6.3%	527,711	$51.1M
Amarillo National Bank	9.25%	Add +18.1%	519,855	$50.4M
Bell Bank	3.72%	Add +15.8%	516,482	$50.0M
Sunflower Bank, N.A.	13.84%	Add +7.2%	514,036	$49.8M
Wilshire Advisors LLC	17.81%	Add +44.9%	503,085	$48.8M
New York Life Investment Management LLC	0.47%	Add +8.9%	499,110	$48.4M
1607 Capital Partners, LLC	3.76%	New	483,125	$46.8M
JT Stratford LLC	7.62%	Add +19134.7%	476,635	$46.2M
Rhumbline Advisers	0.04%	Add +6.5%	474,364	$46.0M
Zions Bancorporation, N.A.	2.89%	Reduce -2.9%	472,538	$45.8M
Metropolitan Life Insurance Co	17.85%	Reduce -18.6%	464,703	$45.0M
P/E Global LLC	10.10%	Add +8.3%	463,274	$44.9M
Beirne Wealth Consulting Services, LLC	15.96%	Add +0.7%	456,732	$44.3M
GoalFusion Wealth Management, LLC	23.86%	Add +7.2%	451,708	$43.8M
MTC Wealth Management LLC	20.93%	Reduce -0.5%	448,617	$43.5M
Cullen/Frost Bankers, Inc.	0.59%	Add +5.0%	447,945	$43.4M
Prentice Wealth Management LLC	12.54%	Add +34.8%	447,557	$43.4M
Prosperity Consulting Group, LLC	3.25%	Reduce -6.6%	445,622	$43.2M
Mascoma Wealth Management LLC	10.80%	Add +5.3%	443,629	$43.0M
Elm Partners Management LLC	2.93%	Reduce -7.2%	443,147	$42.9M
Private Advisor Group, LLC	0.24%	Reduce -0.4%	432,055	$41.9M
Hantz Financial Services, Inc.	0.73%	Add +27.9%	430,843	$41.7M
Equitable Holdings, Inc.	0.40%	Reduce -10.4%	430,054	$41.7M
ETF Portfolio Partners, Inc.	12.43%	Add +1.8%	427,264	$41.4M
Baird Financial Group, Inc.	0.08%	Reduce -1.3%	424,717	$41.2M
Ellenbecker Investment Group	7.31%	Add +31.3%	421,377	$40.8M
Vicus Capital	3.62%	Add +4.3%	420,328	$40.7M
Marquette Asset Management, LLC	6.64%	Add +2.2%	420,096	$40.7M
Wilmington Savings Fund Society, FSB	0.73%	Reduce -7.6%	419,336	$40.6M
Global Retirement Partners, LLC	1.16%	Add +2.5%	418,011	$40.5M
First Business Financial Services, Inc.	3.99%	Add +1.3%	416,621	$40.4M
World Investment Advisors	1.10%	Add +30.5%	412,867	$40.0M
Bokf, NA	0.67%	Add +23.9%	412,309	$39.6M
Twele Capital Management, Inc.	8.35%	Add +4.9%	406,622	$39.4M
Gridiron Partners, LLC	24.95%	No change	406,537	$39.4M
CIBC Private Wealth Group LLC	0.07%	Reduce -0.3%	407,941	$39.4M
Bristlecone Advisors, LLC	3.06%	Add +4.1%	404,854	$39.2M
Full Sail Capital, LLC	2.50%	Add +37.7%	404,248	$39.2M
Bricktown Capital, LLC	8.17%	No change	403,860	$39.1M
Rockefeller Capital Management L.P.	0.10%	Add +138.6%	402,457	$39.0M
Keel Point, LLC	3.08%	Add +5.2%	396,440	$38.4M
Tandem Wealth Advisors LLC	19.51%	Add +8.1%	394,544	$38.2M
Acorn Financial Advisory Services Inc.	6.29%	Add +1.4%	393,796	$38.2M
Legacy Financial Strategies, LLC	8.21%	Add +1.9%	393,301	$38.1M
Ameritas Investment Partners, Inc.	1.23%	Reduce 0.0%	391,326	$37.9M
Single Point Partners, LLC	8.62%	New	400,127	$37.4M
Walker Financial Services, Inc.	21.70%	Add +28.7%	385,225	$37.3M
Kestra Advisory Services, LLC	0.20%	Add +13.7%	383,189	$37.1M
Allworth Financial LP	0.20%	Add +14.2%	380,625	$36.9M
Verger Capital Management LLC	18.38%	Add +1.0%	380,621	$36.9M
DB Fitzpatrick & Co, Inc	33.88%	Add +5.1%	380,417	$36.9M
TD Private Client Wealth LLC	1.03%	Add +48.3%	378,602	$36.7M
Robertson Stephens Wealth Management, LLC	1.29%	Add +33.0%	374,094	$36.2M
Towercrest Capital Management	5.83%	Add +8.4%	372,192	$36.1M
Lockheed Martin Investment Management Co.	1.43%	Add +469.1%	369,925	$35.8M
Mather Group, Llc.	0.46%	Add +64.3%	366,808	$35.5M
Abound Wealth Management	11.36%	Add +7.5%	365,499	$35.4M
Cornerstone Management, Inc.	6.84%	Add +10.3%	364,801	$35.3M
Susquehanna International Group, LLP	0.05%	Add +269.1%	356,965	$34.6M
Fort Point Capital Partners LLC	3.84%	Add +10.5%	354,025	$34.3M
Tanager Wealth Management LLP	4.35%	Add +106.3%	346,208	$33.5M
Strategic Investment Management, LLC	11.51%	New	344,400	$33.4M
Cresset Asset Management, LLC	0.16%	Add +90.1%	344,351	$33.4M
Passaic Partners LLC	4.82%	Add +16.8%	342,634	$33.2M
Baron Silver Stevens Financial Advisors, LLC	5.62%	Add +4.4%	341,795	$33.1M
Black Diamond Financial, LLC	4.94%	Add +51.7%	340,356	$33.0M
Arax Advisory Partners	2.07%	Add +4.1%	340,028	$32.9M
Vantage Financial Partners, LLC	8.19%	Reduce -22.5%	337,830	$32.7M
Fulton Breakefield Broenniman LLC	2.33%	Reduce -10.4%	336,539	$32.6M
Wealthcare Advisory Partners LLC	0.90%	Reduce -5.4%	334,026	$32.4M
Spire Wealth Management	1.00%	Reduce -1.7%	333,654	$32.3M
Syon Capital LLC	2.88%	Add +30.9%	330,521	$32.0M
Flagship Harbor Advisors, LLC	1.67%	Add +11.6%	328,774	$31.9M
Koss-Olinger Consulting, LLC	2.78%	Add +10.7%	327,225	$31.7M
NEOS Investment Management LLC	0.74%	Add +63.9%	325,734	$31.6M
Clearstead Advisors, LLC	0.48%	Add +134.8%	324,667	$31.5M
First Washington CORP	11.11%	Add +215.3%	324,319	$31.4M
Geller Advisors LLC	2.05%	Add +1.0%	321,417	$31.1M
Atria Wealth Solutions, Inc.	0.34%	Reduce -37.8%	321,104	$31.1M
Bright Financial Advisors, Inc.	19.53%	Reduce -4.2%	320,587	$31.1M
Tectonic Advisors LLC	2.03%	Reduce -2.4%	319,909	$31.0M
Great Valley Advisor Group, Inc.	0.68%	Add +1.8%	313,109	$30.3M
Bremer Bank National Association	5.98%	Add +1.0%	311,941	$30.2M
LVZ, Inc.	3.88%	Add +5.6%	311,825	$30.2M
Composition Wealth, LLC	0.61%	Add +10.3%	308,583	$29.9M
Legacy Private Trust Co.	1.95%	Reduce -2.3%	307,615	$29.8M
Northwestern Mutual Investment Management Company, LLC	0.66%	Reduce -5.5%	307,415	$29.8M
First Foundation Advisors	1.12%	Add +10.6%	306,457	$29.7M
DT Investment Partners, LLC	2.50%	Add +0.6%	305,116	$29.6M
Grey Fox Wealth Advisors, LLC	8.09%	Add +9.8%	304,648	$29.5M
MAI Capital Management	0.22%	New	304,507	$29.5M
United Bank	3.51%	Add +13.8%	303,720	$29.4M
Capital Insight Partners, LLC	5.08%	Add +2.6%	303,403	$29.4M
Shakespeare Wealth Management, LLC	7.86%	Add +2.3%	300,828	$29.2M
First Hawaiian Bank	0.94%	Reduce -0.6%	297,232	$28.8M
Dakota Wealth Management	0.65%	Reduce -5.3%	290,612	$28.2M
Bank of Nova Scotia	0.05%	Reduce -3.8%	289,519	$28.1M
Hancock Whitney Corp.	0.88%	Add +14.7%	287,500	$27.9M
Parallel Advisors, LLC	0.63%	Reduce -0.8%	287,401	$27.8M
Arbor Investment Advisors, LLC	3.92%	Add +7.5%	287,067	$27.8M
Regions Financial Corp.	0.20%	Add +3.8%	286,552	$27.8M
Phillips Financial Management, LLC	2.18%	Reduce -23.1%	286,114	$27.7M
GP Brinson Investments LLC	11.22%	No change	280,650	$27.2M
Smithfield Trust Co	1.35%	Add +0.7%	280,570	$27.2M
TD Capital Management LLC	2.74%	Reduce -4.7%	278,685	$27.0M
Natixis Advisors, LLC	0.05%	Add +235.1%	277,942	$26.9M
First Bank & Trust	5.17%	Add +4.2%	277,751	$26.9M
Transform Wealth, LLC	1.49%	Add +9.5%	276,787	$26.8M
Fairview Capital Investment Management, LLC	1.39%	Add +11.0%	276,746	$26.8M
Richard Bernstein Advisors LLC	0.61%	Add +3365.3%	276,323	$26.8M
Fort Henry Capital, LLC	18.98%	Reduce -0.4%	273,798	$26.5M
Enterprise Bank & Trust Co	8.72%	Add +2.8%	273,495	$26.5M
Connable Office Inc.	2.74%	Reduce -9.5%	273,078	$26.5M
Founders Financial Securities LLC	2.38%	Reduce -9.9%	272,423	$26.4M
Wealthspire Advisors, LLC	0.26%	Reduce -2.4%	271,896	$26.3M
Unique Wealth, LLC	5.48%	Add +22.5%	271,488	$26.3M
Greenspring Advisors, LLC	5.71%	Add +14.6%	270,044	$26.2M
MV Capital Management, Inc.	2.77%	Add +1.6%	267,241	$25.9M
Horizon Investments, LLC	0.74%	Reduce -9.3%	267,972	$25.9M
Parkside Advisors LLC	6.05%	Add +2.3%	264,795	$25.7M
Hudson Capital Management LLC	8.20%	Add +0.5%	262,841	$25.5M
Chaney Capital Management, Inc.	12.04%	New	262,503	$25.4M
Nepc LLC	0.68%	Reduce -33.6%	262,471	$25.4M
AdvisorNet Financial, Inc	2.13%	Add +28.0%	262,108	$25.4M
Galvin, Gaustad & Stein, LLC	2.29%	Add +3.0%	259,917	$25.2M
Waverly Advisors, LLC	0.39%	Add +94.5%	259,386	$25.1M
Archvest Wealth Advisors, Inc.	17.53%	Reduce -36.6%	249,629	$24.2M
Boyd Wealth Management, LLC	11.82%	Add +65.6%	247,471	$24.0M
Concourse Financial Group Securities, Inc.	1.36%	Add +5.2%	247,097	$24.0M
Perigon Wealth Management, LLC	0.59%	Reduce -14.9%	247,246	$24.0M
Eley Financial Management, Inc	9.33%	Add +3.6%	247,206	$24.0M
Chemung Canal Trust Co.	4.94%	Add +49.2%	244,548	$23.7M
Financial Designs Corp	15.45%	Add +0.1%	242,049	$23.5M
Golden State Wealth Management, LLC	3.50%	—	241,271	$23.4M
Heartwood Wealth Advisors LLC	2.61%	Add +0.2%	239,198	$23.2M
Lineweaver Wealth Advisors, LLC	4.24%	Reduce -33.9%	236,606	$22.9M
Summit Wealth Partners, LLC	4.69%	Add +1.1%	235,825	$22.9M
Visionary Wealth Advisors	1.34%	Add +1.5%	235,797	$22.8M
Matrix Trust Co	3.96%	Reduce -1.9%	234,965	$22.8M
Advisory Services Network, LLC	0.42%	Add +3.0%	234,630	$22.7M
Berger Financial Group, Inc	1.57%	Reduce -2.8%	233,885	$22.7M
Marcum Wealth, LLC	1.93%	Add +38.3%	229,041	$22.2M
Brown Advisory Inc.	0.03%	Add +15.5%	227,385	$22.0M
Octavia Wealth Advisors, LLC	2.66%	Add +6.3%	226,441	$21.9M
BayBridge Capital Group, LLC	15.92%	Reduce -2.0%	226,327	$21.9M
Snider Financial Group	6.78%	Add +7.9%	225,803	$21.9M
Souders Financial Advisors	3.05%	Add +1.5%	225,706	$21.9M
TCI Wealth Advisors, Inc.	1.82%	Add +3.7%	224,910	$21.8M
Beacon Investment Advisory Services, Inc.	0.94%	Add +4.1%	224,377	$21.7M
iA Global Asset Management Inc.	0.38%	No change	223,990	$21.7M
Pure Financial Advisors, LLC	0.49%	Add +38.7%	223,935	$21.7M
Bank of Hawaii	1.20%	Add +2.2%	223,621	$21.7M
Cultivar Capital, Inc.	18.84%	Add +2.3%	222,124	$21.5M
Lutz Financial Services LLC	1.74%	Add +5.4%	222,044	$21.5M
Onyx Bridge Wealth Group LLC	3.08%	Add +6.0%	221,021	$21.4M
SBI Securities Co., Ltd.	0.66%	—	220,347	$21.4M
Vestmark Advisory Solutions, Inc.	0.73%	Add +18.2%	218,671	$21.2M
Compound Planning, Inc.	1.07%	Add +10.4%	218,013	$21.1M
Aveo Capital Partners, LLC	2.30%	Add +0.9%	216,499	$21.0M
Ameliora Wealth Management Ltd.	7.84%	Add +0.3%	215,660	$20.9M
Bowman & Co S.C.	10.69%	Add +1.4%	212,328	$20.6M
Farther Finance Advisors, LLC	0.74%	Add +166.4%	212,263	$20.6M
Main Street Financial Solutions, LLC	2.01%	Add +5.3%	209,964	$20.3M
Scotia Capital Inc.	0.11%	Reduce -23.6%	208,687	$20.2M
Choreo, LLC	0.29%	Add +29.2%	208,544	$20.2M
Wrapmanager Inc.	5.13%	Add +4.1%	207,022	$20.1M
Valmark Advisers, Inc.	0.31%	Reduce -0.8%	206,284	$20.0M
Old Mission Capital LLC	0.46%	New	205,739	$19.9M
Modera Wealth Management, LLC	0.24%	Reduce -0.2%	202,086	$19.6M
Ascent Group, LLC	1.47%	Add +0.9%	201,553	$19.5M
Hudock, Inc.	3.40%	Reduce -2.1%	200,683	$19.4M
CWA Asset Management Group, LLC	0.98%	Add +6.2%	200,418	$19.4M
Pinnacle Financial Partners Inc	0.39%	Add +2.4%	197,065	$19.2M
Central Bank & Trust Co.	2.87%	Reduce -11.3%	195,726	$19.0M
SCS Capital Management LLC	0.39%	Add +481.6%	195,440	$18.9M
Verdence Capital Advisors LLC	1.52%	Add +5.9%	194,716	$18.9M
Ted Buchan & Co	8.87%	Add +2.8%	193,780	$18.8M
Ballast Advisors LLC	5.78%	Add +4.3%	193,520	$18.8M
Stratos Wealth Partners, LTD.	0.27%	Add +5.8%	192,768	$18.7M
Level Four Advisory Services, LLC	0.76%	Add +3.6%	192,633	$18.7M
Madison Asset Management, LLC	0.21%	Reduce -2.3%	192,007	$18.6M
Madison Investment Advisors, LLC	0.21%	—	192,007	$18.6M
Fiduciary Group, LLC	1.86%	Add +86.6%	191,071	$18.5M
Stratos Wealth Advisors, LLC	0.88%	Add +3.7%	190,218	$18.4M
Catalyst Financial Partners LLC	3.45%	Add +2.3%	189,144	$18.3M
Patriot Investment Management Group, Inc.	1.37%	Add +12.1%	188,511	$18.3M
Integrity Alliance, Llc.	1.97%	—	187,543	$18.2M
Freedom Investment Management, Inc.	1.51%	Add +8.4%	187,319	$18.2M
Regimen Wealth, LLC	5.88%	Add +8.9%	185,720	$18.0M
Common Fund for Nonprofit Organizations	2.03%	Add +12.1%	185,653	$18.0M
Bartlett & Co. Wealth Management LLC	0.26%	Reduce -7.7%	185,122	$17.9M
Summit Financial, LLC	0.63%	Add +1.9%	184,756	$17.9M
Colton Groome Financial Advisors, LLC	6.82%	Reduce -2.1%	184,263	$17.9M
Financial Engines Advisors L.L.C.	0.04%	Reduce -1.9%	183,170	$17.7M
Financial Advocates Investment Management	1.01%	Add +7.2%	182,731	$17.7M
Permanent Capital Management, LP	5.47%	—	182,376	$17.7M
Sowell Financial Services LLC	0.93%	Add +49.4%	182,010	$17.6M
Sound Financial Strategies Group, LLC	14.67%	Reduce -6.4%	181,495	$17.6M
Sheridan Capital Management, LLC	12.27%	Add +0.0%	180,292	$17.5M
Buck Wealth Strategies, LLC	3.58%	Add +60.7%	177,669	$17.2M
Sigma Planning Corp	0.54%	Reduce -4.6%	177,651	$17.2M
Citadel Advisors	0.02%	Reduce -73.5%	176,878	$17.1M
Diversified Trust Co.	0.41%	Reduce -18.1%	174,660	$16.9M
Renaissance Technologies	0.03%	New	174,100	$16.9M
Silver Coast Investments LLC	6.35%	Add +0.8%	173,209	$16.8M
Agincourt Capital Management, LLC	16.53%	Add +3.9%	170,360	$16.5M
IHT Wealth Management, LLC	0.53%	Reduce -3.8%	169,126	$16.4M
Prairieview Wealth Partners, LLC	17.61%	Add +1.6%	168,180	$16.3M
Alpha Financial Partners LLC	12.84%	New	167,591	$16.2M
NewEdge Wealth, LLC	0.28%	Add +51.3%	167,562	$16.2M
WASHINGTON TRUST Co	0.58%	Reduce -0.1%	167,049	$16.2M
Sequoia Financial Advisors, LLC	0.16%	Reduce -7.8%	166,628	$16.1M
Cordgrass Capital Advisors, LLC	4.66%	Add +20.8%	165,895	$16.1M
Independent Advisor Alliance	0.21%	New	165,253	$16.0M
Financial & Tax Architects, LLC	4.05%	Add +2.8%	164,212	$15.9M
Signal Advisors Wealth, LLC	1.78%	Add +77.7%	162,237	$15.7M
Prospera Financial Services Inc	0.36%	Reduce -3.9%	161,421	$15.6M
Providence First Trust Co	5.87%	Add +16.7%	160,978	$15.6M
Integrated Wealth Concepts LLC	0.18%	Add +47.1%	160,680	$15.6M
Omega Financial Group, LLC	5.88%	Add +18.8%	160,259	$15.5M
Texas Capital Bank Wealth Management Services Inc	1.58%	Reduce -3.0%	159,877	$15.5M
Waterloo Capital, L.P.	1.63%	Reduce -18.5%	159,407	$15.4M
Schroder Investment Management Group	0.01%	Reduce -2.8%	158,926	$15.4M
Webster Bank, N. A.	1.66%	Add +14.1%	159,114	$15.4M
Tiemann Investment Advisors, LLC	6.75%	Add +2.3%	156,762	$15.2M
Principal Financial Group Inc.	0.01%	Add +6.0%	156,560	$15.2M
Florida Trust Wealth Management Co	0.48%	Add +7.8%	156,175	$15.1M
Chesapeake Wealth Management	5.16%	Add +6.7%	155,352	$15.1M
Lowe Brockenbrough & Co. Inc.	0.96%	Reduce -3.1%	154,558	$15.0M
Silverleafe Capital Partners, LLC	4.75%	Add +34.2%	154,330	$15.0M
Oppenheimer Asset Management Inc.	0.18%	Add +12.9%	151,685	$14.7M
Cercano Management LLC	0.37%	New	151,570	$14.7M
NorthCrest Asset Manangement, LLC	0.44%	Add +6.0%	151,342	$14.7M
Qube Research & Technologies Ltd	0.02%	Add +67.8%	150,818	$14.6M
Joel Adams & Associates, Inc.	13.24%	—	150,439	$14.6M
Atticus Wealth Management, LLC	4.52%	New	150,153	$14.5M
Sunesis Advisors, LLC	8.83%	Add +7.0%	149,885	$14.5M
Fiducient Advisors LLC	1.77%	Add +2.8%	147,908	$14.3M
James J. Burns & Company, LLC	2.47%	Reduce -9.2%	146,713	$14.2M
Montecito Bank & Trust	2.46%	Reduce -0.0%	146,435	$14.2M
Blue Chip Partners, LLC	1.22%	Add +131.1%	146,282	$14.2M
Essential Planning, LLC.	0.09%	Add +6353.6%	143,528	$14.1M
Sandy Cove Advisors, LLC	5.55%	Add +2.5%	145,775	$14.1M
Clearwater Capital Advisors, LLC	1.38%	Add +3.8%	145,715	$14.1M
Voisard Asset Management Group, Inc.	4.68%	Reduce -59.5%	144,569	$14.0M
Insight 2811, Inc.	7.20%	Add +14.4%	144,112	$14.0M
Interactive Financial Advisors, Inc.	7.27%	Add +0.7%	143,213	$13.9M
SYM FINANCIAL Corp	1.79%	Reduce -0.2%	143,044	$13.9M
Ally Invest Advisors Inc.	1.20%	Add +23.2%	142,723	$13.8M
Peddock Capital Advisors, LLC	3.27%	Reduce -12.9%	140,620	$13.6M
Kelly Financial Group LLC	4.84%	—	140,470	$13.6M
Tide Cove Capital Partners LLC	11.67%	—	141,387	$13.5M
Fagan Associates, Inc.	2.10%	Add +29.7%	136,597	$13.2M
Johnson Financial Group, Inc.	0.63%	Add +123.3%	135,741	$13.2M
FC Advisory LLC	4.42%	Add +3.1%	136,242	$13.2M
Family Capital Trust Co	4.47%	Add +8.6%	136,000	$13.2M
GPS Wealth Strategies Group, LLC	1.69%	Reduce -18.0%	135,547	$13.1M
HBC Financial Services, PLLC	7.95%	Add +7.9%	133,863	$13.0M
High Net Worth Advisory Group LLC	3.62%	Reduce -1.1%	133,823	$13.0M
Robinswood Financial LLC	4.87%	Add +1.7%	132,848	$12.9M
New Capital Management LP	3.75%	Add +0.5%	132,214	$12.8M
MIdWestOne Financial Group, Inc.	1.79%	Reduce -9.7%	131,577	$12.7M
Easterly Investment Partners LLC	1.00%	No change	131,350	$12.7M
Calamos Wealth Management LLC	0.65%	Add +0.1%	131,324	$12.7M
Creekmur Asset Management LLC	2.91%	Add +13.1%	131,057	$12.7M
GRIMES & Co WEALTH MANAGEMENT, LLC	0.37%	Add +38.8%	131,005	$12.7M
Watershed Private Wealth LLC	4.90%	Reduce -22.7%	129,558	$12.6M
Fairvoy Private Wealth, LLC	3.32%	—	128,779	$12.5M
NewSquare Capital LLC	0.99%	Add +1.4%	128,349	$12.4M
Blair William & Co.	0.04%	Reduce -1.8%	126,991	$12.3M
Barings LLC	0.30%	Reduce -51.7%	126,953	$12.3M
Andina Capital Management, LLC	10.02%	Add +76.4%	126,827	$12.3M
Aspiriant, LLC	0.44%	Add +13.7%	126,032	$12.2M
Greenwood Capital Associates LLC	1.58%	Reduce -1.1%	124,754	$12.1M
Aquire Wealth Advisors, LLC	3.74%	Add +9.2%	124,729	$12.1M
Commerce Bank	0.07%	Reduce -5.1%	122,446	$11.9M
Exencial Wealth Advisors, LLC	0.44%	Reduce -11.9%	122,431	$11.9M
Diversified Enterprises, LLC	1.13%	Add +6.6%	122,104	$11.8M
Corepath Wealth Partners LLC	11.44%	Add +6.5%	122,436	$11.7M
Kropog Financial Group, LLC	10.75%	—	121,142	$11.7M
Core Wealth Management, Inc.	4.55%	Add +4980.4%	120,049	$11.6M
Blue Oak Capital, LLC	7.04%	—	119,585	$11.6M
Fifth Third Securities, Inc.	0.98%	Add +25.6%	118,915	$11.5M
Harbour Investments, Inc.	0.33%	Reduce -11.3%	117,138	$11.4M
Conservest Capital Advisors, Inc.	1.17%	Reduce -4.7%	117,100	$11.3M
LMG Wealth Partners, LLC	2.47%	Reduce -0.6%	116,781	$11.3M
Money Concepts Capital Corp.	0.84%	Add +20.4%	116,529	$11.3M
PFG Advisors	0.69%	Add +9.1%	115,891	$11.2M
Chicago Partners Investment Group LLC	0.37%	Add +13.0%	116,352	$11.2M
Twin Focus Capital Partners, LLC	1.66%	Add +6.3%	115,701	$11.2M
Synovus Financial Corp.	0.14%	Add +5.7%	115,466	$11.2M
Independent Solutions Wealth Management, LLC	2.43%	Reduce -22.5%	114,679	$11.1M
Van Hulzen Asset Management, LLC	0.81%	Add +1.4%	114,205	$11.1M
Richard W. Paul & Associates, LLC	4.03%	Add +0.1%	114,115	$11.1M
Strategic Financial Partners, Ltd.	5.64%	Add +6.4%	113,982	$11.0M
Accelerate Investment Advisors LLC	9.72%	Add +7.6%	113,705	$11.0M
Rehmann Capital Advisory Group	0.70%	Reduce -11.5%	113,437	$11.0M
Cibc World Market Inc.	0.03%	Add +0.5%	113,323	$11.0M
RFP Financial Group LLC	4.27%	Add +1.1%	113,087	$11.0M
Somnio Financial Group, LLC	8.76%	Add +7.2%	112,975	$10.9M
Moneta Group Investment Advisors LLC	0.15%	Add +5.9%	112,658	$10.9M
OneDigital Investment Advisors LLC	0.13%	Add +17.4%	112,508	$10.9M
Geneos Wealth Management Inc.	0.38%	Add +81.9%	112,052	$10.9M
Empower Advisory Group, LLC	0.04%	Reduce -15.1%	112,033	$10.9M
Evensky & Katz LLC	0.71%	Add +7.4%	111,853	$10.8M
Nwam LLC	0.67%	Add +4.1%	111,282	$10.8M
Blankinship & Foster, LLC	2.65%	Reduce -6.5%	111,229	$10.8M
Mutual Advisors, LLC	0.31%	Reduce -60.2%	110,966	$10.8M
Parkside Investments, LLC	1.61%	Add +14.5%	110,953	$10.8M
Granite Harbor Advisors, Inc.	5.94%	Add +3.2%	110,862	$10.7M
NorthCoast Asset Management LLC	0.05%	Reduce -1.3%	110,382	$10.7M
Coldstream Capital Management Inc.	0.23%	Reduce -6.0%	110,071	$10.7M
Canton Hathaway, LLC	2.64%	Reduce -16.8%	109,216	$10.6M
Peak Financial Management, Inc.	3.17%	Add +2.7%	109,174	$10.6M
Sharkey, Howes & Javer	1.49%	Add +4870.5%	109,153	$10.6M
LifePlan Investment Advisors, Inc.	6.50%	Reduce -7.0%	108,452	$10.5M
Kopp Family Office, LLC	6.63%	Add +11.3%	108,000	$10.5M
One Day In July LLC	1.10%	Add +2.2%	107,991	$10.5M
Banco Bilbao Vizcaya Argentaria, S.A.	0.11%	Add +382.7%	106,698	$10.4M
TBH Global Asset Management, LLC	2.46%	Reduce -10.8%	106,964	$10.4M
Legacy PCG, LLC	7.37%	Reduce -0.6%	106,941	$10.4M
CW Advisors, LLC	0.14%	Add +1.0%	106,918	$10.4M
Alliance Wealth Management Group	2.77%	Add +17.2%	106,907	$10.4M
Smith Shellnut Wilson LLC	4.58%	Add +5.5%	106,688	$10.3M
Miller Financial Services LLC	8.69%	—	106,222	$10.3M
Flagstar Securities, Inc.	2.56%	Add +14.7%	106,222	$10.3M
Motive Wealth Advisors	5.53%	Add +16.0%	106,200	$10.3M
Ames National Corp.	6.86%	—	105,103	$10.2M
McGlone Suttner Wealth Management, Inc.	1.70%	Add +40.9%	104,986	$10.2M
HTG Investment Advisors, Inc.	4.65%	Add +5.6%	104,918	$10.2M
SG Americas Securities, LLC	0.04%	Add +3104.3%	104,268	$10.1M
LPWM LLC	3.22%	Reduce -41.1%	103,310	$10.0M
Carbahal Olsen Financial Services Group, LLC	9.23%	—	103,304	$10.0M
TCP Asset Management, LLC	2.20%	Add +3.0%	102,960	$10.0M
Forefront Wealth Partners, LLC	7.40%	—	102,470	$9.9M
Avantax Planning Partners, Inc.	0.36%	Reduce -5.7%	102,397	$9.9M
Foguth Wealth Management, LLC.	2.59%	Add +33.4%	101,989	$9.9M
Blue Barn Wealth, LLC	5.19%	Add +10.8%	101,524	$9.8M
Sharp Wealth Advisory, LLC	7.46%	Add +11.2%	101,453	$9.8M
Addison Advisors LLC	2.72%	Add +5.7%	101,009	$9.8M
Summit Wealth Group, LLC	2.81%	Reduce -2.7%	100,099	$9.7M
Daiwa Securities Group Inc.	0.04%	Reduce -8.2%	99,870	$9.7M
Westfuller Advisors, LLC	6.14%	Add +12.4%	99,729	$9.7M
FDx Advisors, Inc.	2.82%	Reduce -1.8%	99,607	$9.7M
Roundview Capital LLC	0.67%	Add +4.2%	98,790	$9.6M
Eagle Strategies LLC	1.65%	Add +1.6%	98,634	$9.6M
Amtrust Financial Services, Inc.	4.54%	No change	98,560	$9.6M
Cynosure Group, LLC	1.42%	Reduce -4.3%	98,328	$9.5M
Destiny Capital Corp	5.78%	Add +1.1%	98,264	$9.5M
Wescott Financial Advisory Group, LLC	0.97%	Add +45.1%	96,586	$9.4M
Tillman Hartley LLC	2.67%	Reduce -1.6%	95,903	$9.3M
Capstone Financial Advisors, Inc.	0.57%	Add +1.2%	95,282	$9.2M
Slow Capital, Inc.	1.30%	Add +0.3%	95,141	$9.2M
Stone House Investment Management, LLC	2.34%	Reduce -10.3%	94,975	$9.2M
Invesco Ltd.	0.00%	New	94,749	$9.2M
LGL Partners, LLC	1.32%	Add +0.7%	94,156	$9.1M
First Interstate Bank	0.55%	Add +237.1%	94,118	$9.1M
Oldfather Financial Services, LLC	3.47%	Add +27.6%	93,918	$9.1M
Caldwell Trust Co	0.95%	Add +10.5%	93,849	$9.1M
AE Wealth Management LLC	0.08%	Reduce -38.8%	93,011	$9.0M
Addis & Hill, Inc	6.64%	Add +23.6%	92,751	$9.0M
Citizens Financial Group Inc.	0.17%	Add +33.6%	92,076	$8.9M
Marshall Wace, LLP	0.01%	New	92,000	$8.9M
Colonial Trust Advisors	0.79%	Add +26.8%	91,954	$8.9M
Stephens Inc.	0.12%	Add +5.4%	91,692	$8.9M
Firestone Capital Management	2.19%	Add +5.6%	91,059	$8.8M
Opes Wealth Management LLC	1.79%	Add +8.3%	90,179	$8.7M
Oppenheimer & Co. Inc.	0.13%	Reduce -1.0%	89,816	$8.7M
Gries Financial LLC	1.55%	Add +694.8%	89,760	$8.7M
Arete Wealth Advisors, LLC	0.63%	Add +48.8%	89,559	$8.7M
AJ Advisors, LLC	4.48%	Add +2.0%	89,140	$8.6M
Freestate Advisors LLC	8.90%	Add +5.5%	88,822	$8.6M
Innova Wealth Partners	5.42%	New	88,764	$8.6M
Ausdal Financial Partners, Inc.	0.74%	Add +2.5%	87,972	$8.5M
Rothschild Wealth LLC	2.48%	Add +227.8%	87,389	$8.5M
BlueSky Wealth Advisors, LLC	1.32%	Reduce -14.4%	87,105	$8.4M
Edge Capital Group, LLC	0.38%	Add +13.0%	86,791	$8.4M
GM Advisory Group, LLC	0.46%	Reduce -5.8%	86,264	$8.4M
FFT Wealth Management LLC	0.63%	Reduce -0.7%	85,725	$8.3M
Act Wealth Management, LLC	3.88%	Add +0.9%	85,605	$8.3M
CFS Investment Advisory Services, LLC	0.74%	Add +17.3%	85,494	$8.3M
TruWealth Advisors, LLC	0.50%	Add +10.4%	85,273	$8.3M
Kayne Anderson Rudnick Investment Management LLC	0.02%	Reduce -10.7%	84,965	$8.2M
NorthLanding Financial Partners, LLC	8.31%	Add +7.4%	84,962	$8.2M
Arrowroot Family Office, LLC	4.27%	Add +46.4%	84,795	$8.2M
Facet Wealth, Inc.	0.22%	Add +32.8%	84,258	$8.2M
Benjamin Edwards Inc.	0.12%	Reduce -12.4%	84,257	$8.2M
Csenge Advisory Group	0.44%	Add +15.9%	83,919	$8.1M
Summit Asset Management, LLC	1.42%	Add +301.1%	83,645	$8.1M
High Note Wealth, LLC	2.11%	Add +532.2%	83,543	$8.1M
Catalyst Capital Advisors LLC	0.17%	Add +6.7%	83,148	$8.1M
U S Wealth Group, Llc.	6.05%	—	82,617	$8.0M
Chesley Taft & Associates LLC	0.37%	Reduce -26.9%	82,437	$8.0M
Hillcrest Wealth Advisors - NY, LLC	3.78%	Add +33.3%	81,964	$7.9M
Cornerstone Partners Capital Management, LLC	16.92%	No change	81,620	$7.9M
Lifestyle Asset Management, Inc.	4.31%	Reduce -48.1%	81,581	$7.9M
Lake Street Advisors Group, LLC	0.36%	Add +7.6%	81,178	$7.9M
Vernal Point Advisors, LLC	5.36%	Add +14.7%	80,497	$7.8M
AlphaQ Advisors LLC	21.25%	Add +7.8%	80,215	$7.8M
Apexium Financial, LP	0.47%	Add +1.7%	80,072	$7.8M
Bryn Mawr Trust Advisors, LLC	0.42%	Reduce -8.1%	79,886	$7.7M
SteelPeak Wealth, LLC	0.32%	Add +529.8%	79,872	$7.7M
Durante & Waters, LLC	6.39%	Add +33.9%	79,868	$7.7M
Forbes Financial Planning, Inc.	3.73%	Add +3.7%	79,470	$7.7M
Greenup Street Wealth Management LLC	1.53%	Reduce -53.2%	79,260	$7.7M
Great Diamond Partners, LLC	1.98%	Add +1.0%	79,179	$7.7M
Avondale Wealth Management	4.91%	Add +7.5%	78,999	$7.7M
Heritage Financial Services, LLC	1.00%	Add +10.5%	77,805	$7.5M
Coastline Trust Co	0.88%	Add +36.3%	77,468	$7.5M
Pathstone Holdings, LLC	0.03%	Add +57.9%	77,231	$7.5M
Emergent Wealth Advisors, LLC	5.42%	Add +2.3%	77,210	$7.5M
Westside Investment Management, Inc.	1.58%	Add +3.8%	77,132	$7.5M
Plimoth Trust Co. LLC	1.91%	Add +1.7%	76,567	$7.4M
KMG Fiduciary Partners, LLC	0.61%	Add +18.4%	76,259	$7.4M
Acima Private Wealth, LLC	2.48%	Add +10.4%	76,186	$7.4M
Elevatus Welath Management	2.52%	New	76,122	$7.4M
WMS Partners, LLC	0.41%	Reduce -8.5%	75,397	$7.3M
Synergy Asset Management, LLC	0.56%	Add +111.5%	73,552	$7.3M
Moneda S.A. Administradora General de Fondos	7.57%	Add +8.5%	75,102	$7.3M
Epiq Partners, LLC	4.10%	Add +16.4%	75,000	$7.3M
CVA Family Office, LLC	1.15%	Add +25.2%	74,953	$7.3M
HB Wealth Management, LLC	0.07%	Add +54.5%	74,741	$7.2M
Farmers & Merchants Investments Inc.	0.23%	Add +26.1%	74,508	$7.2M
Lionsbridge Wealth Management LLC	6.06%	Reduce -3.4%	74,460	$7.2M
Cosner Financial Group, LLC	4.57%	No change	74,454	$7.2M
Cedar Mountain Advisors, LLC	1.58%	Reduce -0.0%	74,305	$7.2M
Juncture Wealth Strategies, LLC	2.66%	Add +12.1%	73,763	$7.1M
Eldridge Investment Advisors, Inc.	1.66%	Add +9.8%	73,727	$7.1M
Astoria Strategic Wealth, Inc.	2.12%	Reduce -9.6%	73,427	$7.1M
Avidian Wealth Enterprises, LLC	0.32%	Reduce -5.5%	73,348	$7.1M
Jackson Hole Capital Partners, LLC	1.43%	Reduce -2.6%	73,095	$7.1M
REDW Wealth LLC	2.44%	Add +384.8%	72,449	$7.0M
Insigneo Advisory Services, LLC	0.72%	Reduce -6.0%	72,247	$7.0M
Systematic Alpha Investments, LLC	0.26%	No change	72,000	$7.0M
Retirement Capital Strategies	2.63%	Reduce -57.9%	71,689	$6.9M
BlueStem Wealth Partners, LLC	0.91%	—	71,477	$6.9M
NBT Bank, N.A.	0.48%	Add +0.3%	71,286	$6.9M
Columbus Macro, LLC	0.96%	Add +126.0%	71,111	$6.9M
Fund Evaluation Group, LLC	0.32%	Add +0.0%	70,564	$6.8M
Atria Investments, Inc	0.08%	Add +9.2%	69,169	$6.7M
Redwood Investment Management, LLC	0.65%	Reduce -17.5%	68,745	$6.7M
Heritage Family Offices, LLP	3.32%	Add +2.2%	68,711	$6.7M
Glassy Mountain Advisors, Inc.	2.27%	Add +34.5%	68,469	$6.6M
City State Bank	2.33%	Add +0.4%	68,202	$6.6M
Colonial Trust Co / SC	0.98%	Add +30.6%	68,028	$6.6M
Strategic Financial Concepts, LLC	1.26%	Add +318.2%	68,026	$6.6M
Cibc World Markets Corp.	0.04%	Add +5.0%	67,541	$6.5M
MKD Wealth Coaches, LLC	6.62%	—	67,480	$6.5M
Arrow Financial Corp	0.62%	Reduce -0.3%	67,236	$6.5M
Erickson Financial Group, LLC	4.63%	Add +0.6%	67,116	$6.5M
PFW Advisors LLC	2.00%	—	67,113	$6.5M
Whittier Trust Co.	0.09%	Reduce -0.3%	67,012	$6.5M
Exchange Capital Management, Inc.	1.03%	Reduce -9.7%	66,923	$6.5M
Cerity Partners OCIO LLC	0.43%	Add +37.1%	66,713	$6.5M
Sovereign Investment Advisors, LLC	1.92%	Add +1.3%	66,542	$6.4M
All Terrain Financial Advisors, LLC	2.51%	Add +2.2%	66,457	$6.4M
Little House Capital LLC	1.84%	Add +23.6%	66,335	$6.4M
J.W. Cole Advisors, Inc.	0.26%	Add +2.0%	66,263	$6.4M
Arrien Investments, Inc.	4.56%	Add +4.3%	65,485	$6.4M
Boomfish Wealth Group, LLC	3.88%	Add +46.5%	65,919	$6.4M
Integrated Advisors Network LLC	0.31%	Reduce -7.4%	65,719	$6.4M
Gemmer Asset Management LLC	0.62%	Add +0.8%	65,157	$6.3M
Golden Bell Financial Planning LLC	6.33%	—	65,020	$6.3M
RiverFront Investment Group, LLC	0.14%	Add +1263.8%	64,084	$6.2M
Linscomb Wealth, Inc.	0.31%	Reduce -0.4%	63,756	$6.2M
Millennium Management	0.01%	Add +391.3%	63,690	$6.2M
Proficio Capital Partners LLC	0.50%	Reduce -54.3%	67,904	$6.2M
Pinnacle Financial Group, LLC / IL	2.40%	Add +14.4%	63,314	$6.1M
Apollon Wealth Management, LLC	0.14%	Add +11.4%	62,923	$6.1M
Accurate Wealth Management, LLC	1.17%	Add +22.0%	63,319	$6.1M
Redwood Park Advisors LLC	5.15%	—	62,269	$6.0M
Burke & Herbert Bank & Trust Co.	1.42%	Reduce -2.7%	61,815	$6.0M
Northeast Financial Group, Inc.	2.26%	Add +33.1%	61,152	$5.9M
Valeo Financial Advisors, LLC	0.16%	Add +4.5%	60,172	$5.8M
Kingswood Wealth Advisors, LLC	0.44%	Add +12.5%	59,934	$5.8M
Prime Buchholz LLC	1.89%	—	59,853	$5.8M
Global Assets Advisory, LLC	3.20%	Reduce -6.9%	59,839	$5.8M
WealthTrust Asset Management, LLC	4.14%	Add +0.3%	59,467	$5.8M
Element Wealth, LLC	3.01%	Reduce -4.5%	59,341	$5.8M
BCS Wealth Management	1.42%	New	58,959	$5.7M
American State Bank (Iowa)	3.42%	Add +11.4%	58,635	$5.7M
Stonehaven Wealth & Tax Solutions, LLC	6.12%	—	58,049	$5.6M
Financial Freedom, LLC	2.96%	Reduce -5.1%	57,933	$5.6M
Ashton Thomas Private Wealth, LLC	0.22%	Add +25.7%	57,766	$5.6M
Shelter Mutual Insurance Co	1.39%	No change	57,660	$5.6M
Tobias Financial Advisors, Inc.	1.12%	Add +18.7%	57,516	$5.6M
Rwa Wealth Partners, LLC	0.07%	Reduce -30.4%	56,936	$5.5M
Stonegate Investment Group, LLC	0.15%	Add +9.3%	56,750	$5.5M
TPG Advisors LLC	4.27%	Add +43.0%	56,476	$5.5M
Long Run Wealth Advisors, LLC	1.30%	Add +4.7%	56,134	$5.4M
Quadrature Capital Ltd	0.11%	New	56,083	$5.4M
Nvwm, LLC	1.36%	Add +335.8%	55,439	$5.4M
DSG Capital Advisors, LLC	0.97%	—	55,237	$5.4M
Wayfinding Financial, LLC	2.86%	Add +12.2%	55,223	$5.4M
Family Firm, Inc.	1.18%	Add +1.1%	54,847	$5.3M
FourThought Financial Partners, LLC	0.55%	Add +49.9%	54,489	$5.3M
Obsidian Cio, LLC	0.96%	Add +663.5%	54,142	$5.2M
Grove Bank & Trust	0.73%	Add +28.4%	54,138	$5.2M
May Hill Capital, LLC	2.02%	—	53,740	$5.2M
DMC Group, LLC	4.23%	Add +0.0%	53,638	$5.2M
Manufacturers Life Insurance Company, The	0.00%	No change	52,757	$5.1M
Pacific Capital Wealth Advisors, Inc.	0.85%	Add +4.4%	52,469	$5.1M
First American Trust, FSB	0.51%	Reduce -14.8%	52,415	$5.1M
Timonier Family Office, LTD.	2.60%	—	52,368	$5.1M
Donaldson Capital Management, LLC	0.19%	Add +16.6%	52,358	$5.1M
Kades & Cheifetz LLC	2.59%	New	52,214	$5.1M
Diligent Investors, LLC	1.16%	Reduce -15.2%	52,184	$5.1M
One Capital Management, LLC	0.17%	Add +84.6%	51,940	$5.0M
First National Bank of Omaha	0.33%	Reduce -7.0%	51,916	$5.0M
Lake Street Private Wealth, LLC	0.81%	Add +3.5%	51,726	$5.0M
Cary Street Partners Financial LLC	0.16%	—	51,614	$5.0M
Focus Partners Advisor Solutions, LLC	0.08%	Reduce -20.1%	51,554	$5.0M
Arbor Trust Wealth Advisors, LLC	2.32%	Add +28.3%	51,151	$5.0M
Ironwood Financial, llc	1.04%	Reduce -4.1%	51,024	$4.9M
Centerstone Investors, LLC	4.63%	New	51,000	$4.9M
Forum Private Client Group LLC	2.20%	Reduce -3.5%	50,980	$4.9M
Impact Capital Partners LLC	1.75%	—	50,711	$4.9M
BG Investment Services, LLC	4.93%	—	50,565	$4.9M
Quattro Financial Advisors LLC	1.26%	Reduce -1.3%	50,190	$4.9M
PFG Investments, LLC	0.30%	Add +12.4%	50,315	$4.9M
Accredited Investors Inc.	0.29%	Reduce -65.5%	50,273	$4.9M
McAdam, LLC	0.27%	Reduce -18.4%	50,159	$4.9M
1ST Source Bank	0.28%	Reduce -1.1%	49,862	$4.8M
CreativeOne Wealth, LLC	0.15%	Reduce -4.4%	49,700	$4.8M
Elevation Wealth Partners, LLC	2.03%	Add +46.6%	49,608	$4.8M
Savant Capital, LLC	0.04%	Add +52.6%	49,406	$4.8M
First Trust Advisors LP	0.00%	Add +65.1%	48,860	$4.7M
James Investment Research, Inc.	0.56%	Reduce -3.0%	48,170	$4.7M
RKL Wealth Management LLC	0.41%	Add +11.5%	48,122	$4.7M
Brass Tax Wealth Management, Inc.	0.98%	Add +2.9%	47,978	$4.6M
New Century Financial Group, LLC	1.98%	Add +2.6%	47,992	$4.6M
AlTi Global, Inc.	0.11%	Reduce -20.2%	47,847	$4.6M
Midwest Professional Planners, LTD.	1.38%	Add +1.1%	47,810	$4.6M
Leuthold Group, LLC	0.56%	Reduce -8.3%	47,795	$4.6M
Capital Advisors Wealth Management, LLC	0.82%	Reduce -9.5%	47,517	$4.6M
Ancora Advisors LLC	0.10%	Reduce -11.0%	47,471	$4.6M
PKS Advisory Services, LLC	1.14%	—	46,857	$4.5M
Kagan Cocozza Asset Management	3.74%	—	46,528	$4.5M
Canvas Wealth Advisors, LLC	1.13%	Add +18.4%	46,350	$4.5M
Stock Yards Bank & Trust Co.	0.15%	Reduce -13.6%	46,033	$4.5M
Alamar Capital Management, LLC	2.43%	Add +20.1%	45,965	$4.5M
Tritonpoint Wealth, LLC	0.40%	Add +1.1%	45,850	$4.4M
RFG Advisory, LLC	0.13%	Reduce -4.0%	45,842	$4.4M
Newport Capital Group, LLC	3.27%	Add +8.7%	45,771	$4.4M
Graypoint LLC	0.27%	Add +21.0%	45,658	$4.4M
Tradition Wealth Management, LLC	0.39%	Reduce -0.6%	45,562	$4.4M
Pinnacle Wealth Planning Services, Inc.	0.66%	Reduce -0.5%	45,348	$4.4M
Grant/GrossMendelsohn, LLC	2.29%	Reduce -6.2%	45,300	$4.4M
Modus Advisors, LLC	1.37%	Add +5.1%	45,113	$4.4M
KG Capital Management	1.40%	Add +2.4%	44,865	$4.3M
Oxinas Partners, LLC	2.54%	Add +0.1%	44,633	$4.3M
Fi3 FINANCIAL ADVISORS, LLC	1.61%	New	44,286	$4.3M
Private Trust Co. NA	0.44%	Reduce -1.5%	44,113	$4.3M
Optas, LLC	0.91%	Reduce -0.2%	43,790	$4.2M
WBH Advisory Inc.	0.39%	Add +202.5%	43,669	$4.2M
Parallax Volatility Advisers, L.P.	0.11%	No change	43,651	$4.2M
Smartleaf Asset Management LLC	0.43%	Add +2.1%	43,303	$4.2M
F/m Investments LLC	0.15%	Add +177.8%	43,261	$4.2M
Logan Stone Capital, LLC	1.40%	Reduce -80.2%	43,043	$4.2M
Oarsman Capital, Inc.	0.73%	Reduce -1.0%	42,965	$4.2M
XML Financial, LLC	0.38%	Add +8.1%	42,849	$4.2M
Simmons Bank	0.30%	Add +0.1%	42,680	$4.1M
Compagnie Lombard Odier SCmA	0.06%	Add +8082.7%	42,550	$4.1M
HRT Financial LP	0.02%	New	42,526	$4.1M
Westwood Holdings Group Inc.	0.03%	Add +267.6%	42,505	$4.1M
Savvy Advisors, Inc.	0.50%	Add +23.4%	42,488	$4.1M
E&G Advisors, LLC	1.11%	Reduce -3.0%	42,084	$4.1M
Glenview Trust Co	0.08%	Add +15.3%	41,935	$4.1M
Ullmann Wealth Partners Group, LLC	0.52%	Add +0.5%	41,861	$4.1M
Quadrant Capital Group LLC	0.28%	Add +1.7%	41,816	$4.1M
Ti-Trust, Inc.	2.71%	Add +1.6%	41,776	$4.0M
Naples Global Advisors, LLC	0.38%	Add +11.1%	41,631	$4.0M
RiverGlades Family Offices LLC	2.88%	Reduce -16.3%	41,601	$4.0M
Gladstone Institutional Advisory LLC	0.19%	Reduce -28.7%	41,595	$4.0M
Family Investment Center, Inc.	1.02%	Add +1.3%	41,582	$4.0M
Hickory Point Bank & Trust	3.56%	—	41,400	$4.0M
BOK Financial Private Wealth, Inc.	0.29%	Reduce -16.7%	41,360	$4.0M
Ascentis Independent Advisors	0.76%	Reduce -1.8%	41,268	$4.0M
Cobblestone Capital Advisors LLC	0.22%	Add +117.6%	41,249	$4.0M
Raffa Wealth Management, LLC	0.93%	Add +1.3%	41,246	$4.0M
Royal Harbor Partners, LLC	1.51%	Add +4.2%	41,236	$4.0M
Regal Investment Advisors LLC	0.30%	Reduce -20.8%	41,150	$4.0M
Stanich Group LLC	2.97%	—	41,062	$4.0M
Red Cedar Investment Management, LLC	0.50%	No change	40,848	$4.0M
Sharper & Granite LLC	1.74%	Reduce -7.7%	40,680	$3.9M
Exchange Bank	3.14%	Add +11.5%	40,252	$3.9M
Schechter Investment Advisors, LLC	0.30%	Add +83.1%	40,083	$3.9M
Bluestem Financial Advisors, LLC	1.82%	Add +2.2%	39,952	$3.9M
Coign Capital Advisors LLC	3.55%	—	39,743	$3.9M
D L Carlson Investment Group Inc.	0.68%	Add +0.3%	39,641	$3.8M
Joseph P. Lucia & Associates, LLC	1.70%	Add +15.4%	39,443	$3.8M
Cannon Wealth Management Services, LLC	3.29%	Add +12.2%	39,328	$3.8M
Financial Strategies Group, Inc.	0.91%	Add +11.6%	39,742	$3.8M
Sound View Wealth Advisors Group, LLC	0.31%	Reduce -0.6%	39,347	$3.8M
Family Wealth Partners, LLC	1.80%	Add +7.1%	39,007	$3.8M
Townsquare Capital LLC	0.04%	Add +37.3%	38,905	$3.8M
Security Financial Services, INC.	0.76%	Reduce -7.3%	38,706	$3.8M
Counterweight Ventures, LLC	2.65%	Add +2.1%	38,663	$3.7M
Winthrop Capital Management, LLC	0.99%	New	38,334	$3.7M
DecisionMap Wealth Management, LLC	2.91%	—	37,938	$3.7M
B. Riley Wealth Advisors, Inc.	0.12%	Reduce -58.1%	37,798	$3.7M
Northwest Capital Management Inc	1.57%	Reduce -17.9%	37,793	$3.7M
Vista Investment Partners Ii, LLC	2.15%	—	37,579	$3.6M
Prudential PLC	0.02%	Reduce -11.5%	37,427	$3.6M
Vise Technologies, Inc.	0.30%	Add +338.7%	37,377	$3.6M
Arista Wealth Management, LLC	0.87%	No change	37,355	$3.6M
Snowden Capital Advisors LLC	0.11%	Add +17.7%	37,157	$3.6M
Man Group plc	0.01%	Reduce -89.1%	37,150	$3.6M
Waycross Partners, LLC	0.47%	No change	37,110	$3.6M
IFP Advisors, Inc	0.12%	Add +19.2%	37,042	$3.6M
Mechanics Bank Trust Department	0.48%	Add +2.7%	36,916	$3.6M
MN Wealth Advisors, LLC	2.01%	Add +11.2%	36,775	$3.6M
Merit Financial Group, LLC	0.06%	Add +117.0%	36,730	$3.6M
Nomura Asset Management Co. Ltd.	0.01%	Reduce -14.9%	36,645	$3.6M
Compass Ion Advisors, LLC	0.42%	Add +2.5%	36,301	$3.5M
MPS Loria Financial Planners, LLC	1.03%	Add +2.1%	35,758	$3.5M
Global View Capital Management LLC	1.21%	—	35,693	$3.5M
Cornerstone Advisors Asset Management, LLC	0.75%	No change	35,607	$3.5M
AtlasMark Financial, Inc	3.17%	Add +2.8%	35,589	$3.4M
NYL Investors LLC	0.31%	Add +6.3%	35,400	$3.4M
Merkkuri Wealth Advisors LLC	2.71%	Add +10.1%	35,373	$3.4M
Smith, Moore & Co.	0.31%	Add +11.7%	35,324	$3.4M
Waldron Private Wealth LLC	0.14%	Add +10.6%	35,264	$3.4M
Financial Counselors Inc.	0.05%	Add +4.9%	34,964	$3.4M
Innovative Wealth Building LLC	3.06%	—	34,902	$3.4M
Aspect Partners, LLC	1.95%	Reduce -3.8%	34,878	$3.4M
Legacy Wealth Management, LLC	0.22%	Reduce -9.6%	34,819	$3.4M
Stonekeep Investments, LLC	2.51%	Reduce -0.3%	34,795	$3.4M
Intergy Private Wealth, LLC	1.25%	Add +21.4%	34,514	$3.3M
TD Waterhouse Canada Inc.	0.03%	Add +49.7%	33,459	$3.2M
Sterling Investment Advisors LLC	1.89%	Add +3.5%	33,296	$3.2M
IFG Advisory, LLC	0.18%	Add +74.4%	33,009	$3.2M
Aletheian Wealth Advisors LLC	1.88%	Add +5.8%	32,862	$3.2M
AMG National Trust Bank	0.09%	Reduce -4.2%	32,545	$3.2M
KFA Private Wealth Group, LLC	1.31%	Add +206.2%	32,268	$3.1M
DAVENPORT & Co LLC	0.02%	Add +6.9%	32,237	$3.1M
Gotham Asset Management	0.03%	Add +15.2%	32,201	$3.1M
Zhang Financial LLC	0.18%	Add +37.5%	32,089	$3.1M
Kovack Advisors, Inc.	0.30%	Add +9.2%	31,968	$3.1M
Compass Financial Group, Inc.	1.48%	Add +0.1%	31,958	$3.1M
Jackson, Grant Investment Advisers, Inc.	1.19%	Reduce -32.0%	31,956	$3.1M
Canal Capital Management, LLC	0.50%	Add +48.7%	31,913	$3.1M
Patriot Financial Group Insurance Agency, LLC	0.41%	Add +16.6%	31,723	$3.1M
Adirondack Trust Co.	1.17%	Reduce -5.8%	31,682	$3.1M
Valley Forge Investment Consultants Inc. Adv	1.05%	Add +278.3%	31,667	$3.1M
Ballew Advisors, Inc	1.96%	Reduce -1.5%	31,973	$3.1M
Capital Advisory Group Advisory Services, LLC	1.09%	Add +12.2%	31,482	$3.1M
Crux Wealth Advisors	1.70%	—	31,477	$3.1M
Hoxton Planning & Management, LLC	1.16%	Add +6.0%	31,451	$3.0M
Maxele Advisors, LLC	2.90%	—	31,380	$3.0M
Madrona Financial Services, LLC	0.82%	Reduce -17.4%	31,264	$3.0M
Dynamic Advisor Solutions LLC	0.13%	Reduce -60.8%	31,101	$3.0M
Alhambra Investment Management LLC	1.55%	Reduce -1.8%	31,090	$3.0M
Delos Wealth Advisors, LLC	2.39%	Add +25.4%	30,996	$3.0M
Main Management LLC	0.25%	Add +12.4%	30,956	$3.0M
Salem Investment Counselors Inc.	0.10%	Add +6.3%	30,929	$3.0M
Continental Investors Services, Inc.	5.94%	Add +1.3%	30,934	$3.0M
Denali Advisors LLC	0.31%	Add +43.0%	30,901	$3.0M
Wealthcare Capital Partners, LLC	1.52%	—	30,173	$2.9M
CGN Advisors LLC	0.28%	Reduce -2.0%	30,107	$2.9M
Sincerus Advisory, LLC	3.12%	—	30,056	$2.9M
StoneX Group Inc.	0.16%	Add +58.6%	30,056	$2.9M
Randall & Associates Wealth Management	2.41%	Add +2.2%	29,959	$2.9M
Columbia Bank	1.00%	Add +27.8%	30,107	$2.9M
Advisor OS, LLC	0.33%	Add +9.3%	29,731	$2.9M
Two Sigma Securities, LLC	0.52%	New	29,679	$2.9M
Saxon Interests, Inc.	1.26%	Add +4.0%	29,603	$2.9M
Algorithmic Investment Models, LLC	2.21%	Reduce -46.1%	29,570	$2.9M
Iowa State Bank	0.60%	Reduce -12.2%	29,538	$2.9M
Smith Thornton Advisors LLC	1.81%	Reduce -4.1%	29,517	$2.9M
Gryphon Financial Partners LLC	0.41%	Reduce -10.5%	29,512	$2.9M
LYNX Capital Group Ltd.	1.65%	Add +95.5%	29,493	$2.9M
Ironwood Investment Counsel, LLC	0.49%	Reduce -5.0%	29,483	$2.9M
Chris Bulman Inc	1.82%	Reduce -42.8%	29,399	$2.8M
Wealth Management Associates, Inc.	1.18%	Add +3.5%	28,546	$2.8M
Flagship Private Wealth, LLC	1.32%	Add +6.2%	28,367	$2.7M
Total Investment Management Inc.	0.38%	Add +41.0%	28,124	$2.7M
Objective Capital Management, LLC	1.81%	Reduce -7.9%	27,956	$2.7M
Northstar Advisory Group, LLC	1.37%	Add +7.0%	27,820	$2.7M
TFB Advisors LLC	0.77%	Add +7.4%	27,744	$2.7M
Hollencrest Capital Management	0.11%	Add +4.4%	27,554	$2.7M
Optivise Advisory Services LLC	1.44%	Reduce -63.9%	27,543	$2.7M
HBK Sorce Advisory LLC	0.08%	Reduce -6.0%	27,533	$2.7M
Maia Wealth LLC	0.57%	Add +76.1%	27,321	$2.7M
United Asset Strategies, Inc.	0.24%	Reduce -6.2%	27,305	$2.6M
Connecticut Wealth Management, LLC	0.13%	Reduce -26.1%	27,300	$2.6M
Michels Family Financial, LLC	2.41%	—	27,147	$2.6M
Accel Wealth Management	0.99%	Reduce -0.5%	27,079	$2.6M
Rik Saylor Financial, Inc.	2.43%	—	27,074	$2.6M
Asset Management Group, Inc.	0.47%	Reduce -5.1%	26,988	$2.6M
WealthShield Partners, LLC	0.37%	Add +4.7%	26,932	$2.6M
CAP Partners, LLC	1.83%	Add +49.5%	26,746	$2.6M
Cherry Tree Wealth Management, LLC	0.64%	Reduce -3.2%	26,713	$2.6M
Cahill Wealth Management, LLC	1.32%	Reduce -1.1%	26,688	$2.6M
McLean Asset Management Corp	0.78%	Add +2.6%	26,671	$2.6M
Capital Management Associates, Inc	0.97%	Add +28.2%	26,644	$2.6M
Turn8 Private Wealth Inc.	1.83%	—	26,560	$2.6M
EPIQ Capital Group, LLC	0.67%	Add +1.2%	26,414	$2.6M
Aua Capital Management, LLC	1.64%	Add +0.1%	26,369	$2.6M
Axis Wealth Partners, LLC	2.15%	—	26,317	$2.6M
American National Bank & Trust	0.28%	Reduce -7.5%	26,293	$2.5M
First Financial Bank - Trust Division	0.24%	Reduce -40.6%	26,139	$2.5M
Leavell Investment Management, Inc.	0.12%	Reduce -24.3%	25,841	$2.5M
Smith Anglin Financial, LLC	0.23%	Add +34.2%	25,819	$2.5M
Riverview Trust Co	2.28%	No change	25,819	$2.5M
J.Safra Asset Management Corp	0.20%	Reduce -29.4%	25,470	$2.5M
Asset Allocation Strategies LLC	0.59%	Add +15.7%	25,474	$2.5M
Cooksen Wealth, LLC	2.26%	Add +8.0%	25,358	$2.5M
Retirement Systems of Alabama	0.01%	Add +4.8%	25,330	$2.5M
United Advisor Group, LLC	0.49%	Add +4.1%	25,328	$2.5M
Pettyjohn, Wood & White, Inc.	0.45%	Add +1.6%	25,217	$2.4M
Alesco Advisors, LLC, An ESL Co	0.08%	Add +0.0%	25,194	$2.4M
Avior Wealth Management, LLC	0.09%	Add +0.9%	25,292	$2.4M
Greykasell Wealth Strategies, Inc.	1.36%	—	25,188	$2.4M
A&I Financial Services, LLC	2.37%	—	25,135	$2.4M
New Wave Wealth Advisors LLC	1.00%	Reduce -5.0%	25,089	$2.4M
Occidental Asset Management, LLC	0.38%	Add +4.7%	25,072	$2.4M
Christensen, King & Associates Investment Services, Inc.	1.14%	Add +10.0%	25,088	$2.4M
Patten Group, Inc.	0.54%	Reduce -23.8%	24,963	$2.4M
Hixon Zuercher, LLC	0.93%	New	24,962	$2.4M
Daymark Wealth Partners, LLC	0.10%	Add +5.4%	24,759	$2.4M
Wealthcare Capital Management LLC	0.24%	Add +3.5%	24,691	$2.4M
Advocacy Wealth Management, LLC	0.18%	Reduce -0.3%	24,616	$2.4M
Sheets Smith Investment Management	2.01%	—	24,469	$2.4M
Ameritas Advisory Services, LLC	0.08%	Add +13.6%	24,458	$2.4M
Granite Bay Wealth Management, LLC	0.88%	New	24,439	$2.4M
FineMark National Bank & Trust	0.08%	Add +5.4%	24,350	$2.4M
Soltis Investment Advisors LLC	0.22%	Reduce -8.0%	24,336	$2.4M
Lake Hills Wealth Management, LLC	1.61%	Reduce -76.2%	24,274	$2.4M
Measured Wealth Private Client Group, LLC	0.76%	Add +3.0%	24,200	$2.3M
Croban	2.30%	—	24,171	$2.3M
Lindbrook Capital, LLC	0.21%	Reduce -0.1%	24,154	$2.3M
Dohj, LLC	0.54%	Add +27.6%	24,097	$2.3M
Capital Analysts, LLC	0.09%	Reduce -85.2%	24,090	$2.3M
Fairway Wealth LLC	1.05%	Add +1.2%	24,011	$2.3M
Napatree Capital LLC	1.36%	Add +9.3%	23,980	$2.3M
McNaughton Wealth Management, LLC	1.12%	Add +9.7%	23,943	$2.3M
Aptus Capital Advisors, LLC	0.03%	Add +71.8%	23,927	$2.3M
Bigelow Investment Advisors, LLC	1.09%	Reduce -1.1%	23,910	$2.3M
LCNB Corp.	0.83%	Add +0.9%	23,623	$2.3M
Good Life Advisors, LLC	0.17%	Reduce -52.0%	23,613	$2.3M
C2C Wealth Management, LLC	2.12%	Reduce -0.6%	23,574	$2.3M
Thompson Investment Management, Inc.	0.33%	Add +13.3%	23,477	$2.3M
Stratos Investment Management, LLC	0.14%	Add +763.4%	23,364	$2.3M
Becker Capital Management Inc.	0.07%	Reduce -4.4%	23,202	$2.2M
Davidson Trust Co.	1.15%	Add +0.7%	23,120	$2.2M
Atlas Private Wealth Advisors	0.32%	Add +119.2%	22,987	$2.2M
International Assets Investment Management, LLC	0.18%	Reduce -4.5%	22,770	$2.2M
CX Institutional	0.09%	Add +21.6%	22,730	$2.2M
5T Wealth, LLC	1.21%	—	22,711	$2.2M
Edgemoor Investment Advisors, Inc.	0.19%	Add +91.7%	22,577	$2.2M
Triad Wealth Partners, LLC	0.78%	New	22,367	$2.2M
NTV Asset Management LLC	0.29%	Reduce -0.7%	22,358	$2.2M
Running Point Capital Advisors, LLC	0.74%	Add +22.5%	22,151	$2.1M
Pitcairn Co.	0.13%	Add +38.0%	22,027	$2.1M
Wolverine Trading, LLC	0.05%	New	21,977	$2.1M
Cypress Capital Group	0.26%	Add +38.2%	21,948	$2.1M
Roberts Financial Services LLC	0.40%	Reduce -10.3%	21,879	$2.1M
Orrstown Financial Services Inc.	0.57%	Add +14.8%	21,847	$2.1M
Envision Financial LLC	1.69%	—	21,817	$2.1M
Moss Adams Wealth Advisors LLC	0.22%	Reduce -7.3%	21,811	$2.1M
Ascent Wealth Partners, LLC	0.28%	Add +8.2%	21,307	$2.1M
JGP Wealth Management, LLC	0.27%	Add +65.4%	21,267	$2.1M
Retirement Wealth Solutions LLC	1.74%	—	21,475	$2.1M
Bedell Frazier Investment Counselling, LLC	0.51%	Add +2.4%	21,260	$2.1M
Cyndeo Wealth Partners, LLC	0.14%	Reduce -7.9%	21,256	$2.1M
Stockman Wealth Management, Inc.	0.32%	Add +2.7%	21,147	$2.0M
Beacon Bridge Wealth Partners, LLC	0.87%	Reduce -28.9%	21,086	$2.0M
Chandler Asset Management, Inc.	0.39%	No change	20,904	$2.0M
West Michigan Advisors, LLC	0.61%	Reduce -1.1%	20,877	$2.0M
Auour Investments LLC	0.70%	Add +1.9%	20,693	$2.0M
Blalock Williams, LLC	2.34%	—	20,729	$2.0M
Grey Ledge Advisors, LLC	0.51%	Add +3.5%	20,318	$2.0M
Lazari Capital Management, Inc.	0.78%	Add +42.2%	20,219	$2.0M
Stevens Capital Partners	0.89%	Add +4.8%	20,174	$2.0M
Integrated Investment Consultants, LLC	0.40%	Add +54.6%	20,094	$1.9M
Aries Wealth Management	0.53%	Add +19.2%	20,021	$1.9M
MassMutual Private Wealth & Trust, FSB	0.05%	Add +6.5%	19,827	$1.9M
Coppell Advisory Solutions LLC	0.27%	Add +25.2%	19,779	$1.9M
Western Wealth Management, LLC	0.10%	Reduce -8.6%	19,788	$1.9M
Larson Financial Group LLC	0.10%	Add +8.6%	19,787	$1.9M
Trilogy Capital Inc.	0.10%	Add +4.0%	19,765	$1.9M
Rather & Kittrell, Inc.	0.45%	Reduce -10.1%	19,749	$1.9M
Olde Wealth Management, LLC	0.68%	Reduce -2.4%	19,680	$1.9M
Atwater Malick LLC	0.64%	Add +1.8%	19,644	$1.9M
Skyline Advisors, Inc.	0.74%	Reduce -88.2%	19,624	$1.9M
Global Endowment Management, LP	0.24%	New	19,600	$1.9M
L.K. Benson & Company, P.C.	1.32%	—	19,364	$1.9M
Tennessee Valley Asset Management Partners	0.31%	Add +31.2%	19,344	$1.9M
Pinnacle Associates Ltd.	0.03%	Reduce -1.3%	19,320	$1.9M
Evernest Financial Advisors, LLC	0.49%	Add +8.7%	19,310	$1.9M
Narus Financial Partners, LLC	0.63%	Add +14.2%	19,245	$1.9M
Meridian Wealth Management, LLC	0.09%	Add +0.4%	19,180	$1.9M
Thompson Siegel & Walmsley LLC	0.03%	Reduce -9.8%	19,168	$1.9M
Fermata Advisors, LLC	0.34%	Reduce -32.7%	18,880	$1.8M
United Community Bank	0.71%	Reduce -1.1%	18,832	$1.8M
LongView Asset Management LLC	1.59%	—	18,783	$1.8M
Mosaic Advisors LLC	2.13%	Reduce -28.6%	18,717	$1.8M
Eight 31 Financial, LLC	1.37%	Reduce -8.5%	18,662	$1.8M
Ignite Planners, LLC	0.40%	Add +4.3%	18,671	$1.8M
Evergreen Capital Management LLC	0.06%	Reduce -0.6%	18,534	$1.8M
Hayek Kallen Investment Management	0.65%	Reduce -6.3%	18,501	$1.8M
Sandy Spring Bank	0.07%	Reduce -19.6%	18,417	$1.8M
SlateStone Wealth, LLC	0.17%	Reduce -10.6%	18,370	$1.8M
Net Worth Advisory Group	0.54%	Reduce -5.7%	18,281	$1.8M
Heritage Wealth Management, Inc.	1.51%	Add +4.8%	18,252	$1.8M
Rialto Wealth Management, LLC	0.58%	—	18,219	$1.8M
FSA Investment Group, LLC	1.53%	—	18,374	$1.8M
Cascade Financial Partners, LLC	0.23%	Reduce -12.0%	18,176	$1.8M
Bellwether Advisors, LLC	0.31%	Reduce -0.4%	18,170	$1.8M
Culbertson A N & Co. Inc.	0.28%	Reduce -2.8%	18,060	$1.8M
Litman Gregory Wealth Management LLC	0.15%	Reduce -39.4%	17,951	$1.7M
Ballast, Inc.	0.50%	Add +4.2%	17,908	$1.7M
SC&H Financial Advisors, Inc.	0.36%	Reduce -6.4%	17,907	$1.7M
Keystone Financial Group	0.17%	Add +392.2%	17,803	$1.7M
Aviance Capital Partners, LLC	0.24%	Add +3.1%	17,752	$1.7M
Wealth Dimensions Group, Ltd.	0.42%	Add +30.9%	17,698	$1.7M
Carr Financial Group Corp	0.54%	Reduce -2.1%	17,665	$1.7M
Voya Financial Advisors, Inc.	0.18%	Add +33.9%	17,411	$1.7M
Evermay Wealth Management LLC	0.26%	Reduce -22.1%	17,408	$1.7M
North Berkeley Wealth Management, LLC	1.71%	—	17,359	$1.7M
Camarda Financial Advisors, LLC	0.63%	Reduce -48.9%	17,352	$1.7M
Prevail Innovative Wealth Advisors, LLC	0.49%	Add +32.1%	17,314	$1.7M
Mission Wealth Management, LP	0.04%	Add +1.4%	17,258	$1.7M
Headlands Technologies LLC	0.17%	New	17,031	$1.7M
Intelligence Driven Advisers, LLC	0.31%	Reduce -1.2%	17,023	$1.6M
Acropolis Investment Management, LLC	0.10%	Reduce -6.7%	17,003	$1.6M
Schiavi & Co LLC	0.64%	Add +6.0%	16,876	$1.6M
Clarity Financial LLC	0.19%	Reduce -0.3%	16,823	$1.6M
Symphony Financial, Ltd. Co.	0.26%	New	16,751	$1.6M
Koshinski Asset Management, Inc.	0.14%	Reduce -11.2%	16,773	$1.6M
Halter Ferguson Financial Inc.	0.69%	Reduce -11.1%	16,767	$1.6M
Ieq Capital, LLC	0.02%	Add +388.7%	16,766	$1.6M
JMG Financial Group, Ltd.	0.06%	Add +0.3%	16,722	$1.6M
RBA Wealth Management, LLC	0.62%	Add +13.5%	16,717	$1.6M
Capital Investment Advisors, LLC	0.03%	Add +2.5%	16,659	$1.6M
Range Financial Group LLC	0.74%	Add +14.4%	16,646	$1.6M
Nations Financial Group Inc, /Ia/	0.12%	Add +7.7%	16,645	$1.6M
Old National Bancorp	0.04%	Add +1.6%	16,547	$1.6M
Sage Financial Group Inc.	0.13%	Add +4.4%	16,478	$1.6M
Steel Grove Capital Advisors, LLC	0.23%	Reduce -34.8%	16,465	$1.6M
Presidio Capital Management, LLC	0.85%	Add +65.7%	16,405	$1.6M
4WEALTH Advisors, Inc.	1.62%	—	16,362	$1.6M
Stewardship Advisors, LLC	0.44%	Add +22.4%	16,332	$1.6M
Simon Quick Advisors, LLC	0.09%	Reduce -7.3%	16,273	$1.6M
NDWM LLC	1.32%	Add +30.0%	16,244	$1.6M
Global Trust Asset Management, LLC	0.59%	Reduce -10.3%	16,160	$1.6M
Gray Private Wealth, LLC	0.93%	Add +513.0%	16,146	$1.6M
Chicago Capital, LLC	0.04%	Reduce -50.3%	16,036	$1.6M
WestHill Financial Advisors, Inc.	0.35%	Add +3.2%	15,968	$1.5M
Dow Chemical Co.	0.27%	No change	15,912	$1.5M
Magnolia Capital Advisors LLC	0.40%	New	15,911	$1.5M
Factor Wealth Management LTD	0.51%	—	15,890	$1.5M
Foundations Investment Advisors, LLC	0.03%	Reduce -91.9%	15,794	$1.5M
Independent Financial Group, LLC	0.05%	Add +6.1%	15,759	$1.5M
Transamerica Financial Advisors, LLC	0.15%	Add +1.4%	15,715	$1.5M
GFG Capital, LLC	0.42%	No change	15,681	$1.5M
Empirical Asset Management, LLC	0.50%	Add +16.9%	15,673	$1.5M
Pinnacle Bancorp, Inc.	0.49%	Add +5.4%	15,616	$1.5M
Beam Wealth Advisors, Inc.	0.48%	Add +6.6%	15,521	$1.5M
Avion Wealth	0.38%	Add +0.1%	15,419	$1.5M
Vawter Financial, Ltd.	0.90%	Add +7.1%	15,402	$1.5M
Phillips Wealth Planners LLC	1.49%	Add +18.2%	15,511	$1.5M
Private Client Services, LLC	0.80%	Reduce -17.7%	15,303	$1.5M
Sound Income Strategies, LLC	0.09%	Add +0.5%	15,259	$1.5M
Dearborn Partners LLC	0.06%	Reduce -13.6%	15,225	$1.5M
MFA Wealth Services	1.18%	—	15,179	$1.5M
Ballentine Partners, LLC	0.03%	Reduce -73.0%	15,140	$1.5M
Bourgeon Capital Management LLC	0.28%	Add +13.8%	14,988	$1.5M
Neuberger Berman Group LLC	0.00%	Reduce -16.5%	14,940	$1.4M
American Investment Services, Inc.	0.25%	Reduce -21.6%	14,806	$1.4M
Wealth Alliance Advisory Group, LLC	0.30%	Add +24.8%	14,741	$1.4M
Bessemer Group Inc.	0.00%	Reduce -27.4%	14,740	$1.4M
Heritage Wealth Management, Inc.	0.47%	Add +17.1%	14,656	$1.4M
Curi Capital, LLC	0.03%	Add +5.2%	14,627	$1.4M
Agilis Partners LLC	0.42%	No change	14,473	$1.4M
New England Private Wealth Advisors LLC	0.22%	Reduce -0.9%	14,455	$1.4M
Lifeworks Advisors, LLC	0.25%	Reduce -15.5%	14,140	$1.4M
Physician Wealth Advisors, Inc.	0.23%	Add +42.1%	14,088	$1.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.20%	Reduce -7.1%	14,025	$1.4M
Howland Capital Management LLC	0.06%	Reduce -6.2%	13,833	$1.3M
Red Tortoise LLC	0.70%	Add +1.1%	13,791	$1.3M
GTS Securities LLC	0.06%	New	13,646	$1.3M
Pathway Financial Advisors LLC	0.30%	Add +59.1%	13,598	$1.3M
Orgel Wealth Management, LLC	0.03%	Add +219.1%	13,533	$1.3M
Bakala Capital LLC	7.86%	Add +1.3%	13,494	$1.3M
Procyon Advisors, LLC	0.08%	Reduce -5.5%	13,452	$1.3M
King Wealth Management Group	0.19%	Add +3.7%	13,447	$1.3M
Trek Financial, LLC	0.10%	Reduce -12.2%	13,436	$1.3M
Nilsine Partners, LLC	0.14%	Add +20.0%	13,387	$1.3M
Wolf Group Capital Advisors	0.63%	No change	13,238	$1.3M
Balboa Wealth Partners	0.30%	Add +9.0%	13,376	$1.3M
Garrison Point Advisors, LLC	0.61%	Add +2.1%	13,325	$1.3M
Rede Wealth, LLC	0.49%	Reduce -4.7%	13,315	$1.3M
Sage Mountain Advisors LLC	0.09%	Add +39.4%	13,313	$1.3M
Kohmann Bosshard Financial Services, LLC	0.15%	Add +58.0%	13,261	$1.3M
Private Capital Management, LLC	0.14%	Add +1.1%	13,243	$1.3M
ORG Partners LLC	0.18%	Add +1.8%	13,157	$1.3M
Realta Investment Advisors	0.52%	Reduce -32.4%	13,166	$1.3M
Tyler-Stone Wealth Management	0.23%	Reduce -3.7%	13,152	$1.3M
International Private Wealth Advisors LLC	1.27%	Add +46.3%	13,148	$1.3M
Proquility Private Wealth Partners, LLC	0.41%	New	13,133	$1.3M
Ariadne Wealth Management, LP	0.58%	No change	12,980	$1.3M
Princeton Global Asset Management LLC	0.24%	Reduce -7.1%	13,047	$1.3M
Rockbridge Investment Management, LCC	0.16%	Reduce -26.5%	13,032	$1.3M
Mesirow Financial Investment Management, Inc.	0.03%	Add +2.7%	13,014	$1.3M
Strategic Blueprint, LLC	0.07%	Add +1.0%	12,999	$1.3M
Private Wealth Group, LLC	0.61%	No change	12,959	$1.3M
Total Wealth Planning, LLC	0.20%	Add +0.3%	12,940	$1.3M
Creative Financial Designs Inc.	0.10%	Add +14.0%	12,905	$1.3M
Weil Company, Inc.	0.43%	Reduce -19.0%	12,860	$1.2M
LongView Wealth Management	0.37%	Reduce -12.7%	12,613	$1.2M
FOCUS Wealth Advisors, LLC	0.65%	Reduce -30.0%	12,595	$1.2M
Whitegate Investment Counselors, Inc.	0.42%	Reduce -83.3%	12,590	$1.2M
Victory Financial Group, LLC	0.32%	—	12,574	$1.2M
Register Financial Advisors LLC	0.61%	Add +12.2%	12,527	$1.2M
Horizons Wealth Management	0.94%	Add +3.1%	12,505	$1.2M
Clarity Capital Partners LLC	0.63%	Add +20.9%	12,503	$1.2M
Brookmont Capital Management	0.65%	Add +48.9%	12,494	$1.2M
Ingalls & Snyder LLC	0.05%	No change	12,459	$1.2M
GeoWealth Management, LLC	0.04%	Reduce -81.0%	12,454	$1.2M
Jordan Park Group LLC	0.09%	Reduce -74.1%	12,389	$1.2M
Blue Fin Capital, Inc.	0.22%	Add +0.3%	12,362	$1.2M
Tradewinds Capital Management, LLC	0.32%	Add +14601.2%	12,349	$1.2M
Werba Rubin Papier Wealth Management	0.28%	Add +2.2%	12,260	$1.2M
Jaffetilchin Investment Partners, LLC	0.09%	Add +41.4%	12,181	$1.2M
Sheets Smith Wealth Management	0.14%	Reduce -47.8%	12,146	$1.2M
Seascape Capital Management	0.41%	Add +202.5%	12,100	$1.2M
BBR Partners, LLC	0.08%	Reduce -8.2%	12,033	$1.2M
Sovran Advisors, LLC	0.16%	—	12,058	$1.2M
Affinity Investment Advisors, LLC	0.96%	No change	11,890	$1.2M
Ellis Investment Partners, LLC	0.23%	Add +4.2%	11,885	$1.2M
Welch & Forbes LLC	0.01%	Add +22.7%	11,858	$1.1M
Stephens Consulting, LLC	0.29%	Add +5.0%	11,827	$1.1M
Tsfg, LLC	0.23%	Reduce -2.1%	11,808	$1.1M
Discipline Wealth Solutions, LLC	0.53%	Reduce -30.3%	11,746	$1.1M
Signaturefd, LLC	0.02%	Reduce -6.6%	11,737	$1.1M
Tme Financial, Inc.	1.06%	—	11,212	$1.1M
Vannoy Advisory Group, Inc.	0.84%	Add +2.6%	11,677	$1.1M
Parr McKnight Wealth Management Group, LLC	0.16%	—	11,639	$1.1M
Forza Wealth Management, LLC	0.51%	Reduce -1.2%	11,587	$1.1M
Apollon Financial, LLC	0.28%	Add +1.1%	11,545	$1.1M
VestGen Investment Management	0.30%	Reduce -3.1%	11,537	$1.1M
V2 Financial group LLC	0.68%	Reduce -2.3%	11,513	$1.1M
Strategic Wealth Investment Group, LLC	0.06%	New	1,852	$1.1M
TCV Trust & Wealth Management, Inc.	0.10%	No change	11,336	$1.1M
Magnolia Private Wealth, LLC	0.98%	—	11,333	$1.1M
Five Oceans Advisors	0.50%	Add +1.2%	11,330	$1.1M
Quest 10 Wealth Builders, Inc.	1.09%	—	11,312	$1.1M
Abundance Wealth Counselors	0.24%	Add +13.6%	11,312	$1.1M
Watts Gwilliam & Co., LLC	0.23%	Add +24.5%	11,305	$1.1M
Consolidated Portfolio Review Corp	0.17%	Reduce -0.5%	11,232	$1.1M
Providence Capital Advisors, LLC	0.22%	Reduce -0.9%	11,206	$1.1M
Pinebridge Investments, L.P.	0.01%	No change	11,205	$1.1M
Fiera Capital Corp	0.00%	Add +2.9%	11,097	$1.1M
Farrell Financial LLC	0.77%	Add +10.1%	11,083	$1.1M
UMB Bank, n.a.	0.02%	Reduce -14.3%	11,045	$1.1M
Titleist Asset Management, LLC	0.12%	Add +21.2%	10,969	$1.1M
Hilltop Holdings Inc.	0.07%	Add +22.1%	10,936	$1.1M
Sierra Capital LLC	0.13%	Add +0.7%	10,899	$1.1M
TruNorth Capital Management, LLC	0.29%	Reduce -34.9%	10,879	$1.1M
Kintra Wealth, LLC	0.73%	Reduce -90.9%	10,842	$1.1M
Clark Asset Management, LLC	0.19%	New	10,758	$1.0M
Veltria Advisors Corp.	0.43%	No change	10,730	$1.0M
BTC Capital Management, Inc.	0.10%	Reduce -0.5%	10,635	$1.0M
Annex Advisory Services, LLC	0.03%	Add +26.1%	10,603	$1.0M
Carrera Capital Advisors	0.24%	Add +12.0%	10,522	$1.0M
Belpointe Asset Management LLC	0.06%	Reduce -66.0%	10,176	$1.0M
Altfest L J & Co. Inc.	0.13%	Add +0.2%	10,354	$1.0M
Tilson Financial Group, Inc.	0.41%	Add +20.6%	10,352	$1.0M
Choate Investment Advisors	0.02%	Reduce -9.9%	10,336	$1.0M
TSA Wealth Managment LLC	0.41%	Reduce -34.8%	10,318	$1000K
Mainsail Financial Group, LLC	0.58%	Add +2.7%	10,290	$997K
Wedbush Securities Inc.	0.04%	Reduce -6.8%	10,281	$996K
GatePass Capital, LLC	1.10%	—	10,254	$994K
CIBC Asset Management Inc	0.00%	Reduce -0.3%	10,211	$989K
Disciplined Investments, LLC	0.49%	New	10,190	$987K
Peapack Gladstone Financial Corp.	0.01%	Reduce -22.6%	10,180	$986K
Kampmann Melissa S.	0.77%	Add +1.8%	10,133	$982K
AG Asset Advisory, LLC	0.98%	—	10,114	$980K
South Plains Financial, Inc.	0.75%	—	10,109	$980K
Pacific Financial Group Inc.	0.73%	Add +3.7%	10,095	$978K
Financial Consulate, Inc.	0.26%	No change	10,068	$976K
Virtue Capital Management, LLC	0.20%	Reduce -2.8%	10,047	$974K
Tolleson Wealth Management, Inc.	0.20%	Add +0.1%	10,038	$973K
Potomac Fund Management Inc.	0.06%	—	10,031	$972K
Badgley Phelps Wealth Managers, LLC	0.02%	Reduce -5.5%	10,021	$971K
Bowie Capital Management, LLC	0.05%	No change	10,000	$969K
Brighton Jones LLC	0.03%	Add +238.0%	9,984	$967K
Dale Q Rice Investment Management Ltd	0.42%	—	9,947	$964K
ABLE Financial Group, LLC	0.28%	Reduce -90.0%	9,932	$962K
Sepio Capital, LP	0.08%	Reduce -2.0%	9,881	$957K
Brasada Capital Management, LP	0.17%	Reduce -18.1%	9,957	$954K
MorganRosel Wealth Management, LLC	0.31%	Add +1.4%	9,788	$948K
HRC Wealth Management, LLC	0.56%	Add +0.7%	9,787	$948K
Agf Management Ltd.	0.00%	Add +290.0%	9,750	$945K
Evergreen Advisors, LLC	0.26%	Reduce -27.9%	9,742	$944K
Centennial Bank	0.44%	Reduce -12.1%	9,731	$943K
Sequent Planning LLC	0.35%	Add +12.1%	9,719	$942K
EverSource Wealth Advisors, LLC	0.05%	Add +115.0%	9,690	$939K
Noble Family Wealth, LLC	0.26%	No change	9,676	$939K
EWG Elevate Inc.	0.29%	Add +273.3%	9,683	$938K
Capital Investment Advisory Services, LLC	0.09%	Add +1.9%	9,659	$936K
Madden Advisory Services, Inc.	0.43%	Reduce -12.4%	9,617	$932K
Wealthedge Investment Advisors, LLC	0.42%	—	9,563	$927K
William Howard & Co Financial Advisors Inc	0.83%	Reduce -20.8%	9,462	$916K
Aprio Wealth Management, LLC	0.13%	Add +53.0%	9,451	$916K
Icon Wealth Advisors, LLC	0.08%	Add +174.1%	9,448	$915K
Pinnacle Wealth Management Advisory Group, LLC	0.08%	Reduce -1.3%	9,308	$902K
Winthrop Advisory Group LLC	0.11%	Reduce -1.4%	9,293	$900K
Per Stirling Capital Management, LLC.	0.13%	Reduce -9.3%	9,289	$900K
Penney Financial, LLC	0.60%	Add +4.5%	9,279	$899K
New World Advisors LLC	0.22%	Add +25.7%	9,254	$897K
Horan Securities, Inc.	0.34%	Add +35.2%	9,245	$896K
Perennial Investment Advisors, LLC	0.11%	Add +12.4%	9,241	$895K
Advus Financial Partners, LLC	0.25%	Reduce -0.6%	9,182	$890K
Benchmark Wealth Management, LLC	0.44%	Add +22.6%	9,137	$885K
Revolve Wealth Partners, LLC	0.13%	Add +50.0%	9,127	$884K
Naviter Wealth, LLC	0.11%	Reduce -1.4%	9,079	$880K
Finward Bancorp	0.76%	—	9,042	$876K
Jacobi Capital Management LLC	0.07%	Reduce -14.0%	9,002	$872K
Uptick Partners, LLC	0.32%	Add +28.7%	8,983	$870K
Claro Advisors Inc.	0.12%	Reduce -10.6%	8,922	$865K
Mayflower Financial Advisors, LLC	0.13%	Reduce -13.9%	8,899	$862K
Madison Wealth Partners, Inc	0.24%	Reduce -9.7%	8,871	$860K
Central Pacific Bank - Trust Division	0.12%	No change	8,831	$856K
Reyes Financial Architecture, Inc.	0.67%	—	8,793	$852K
Mittelman Wealth Management	0.79%	New	8,790	$852K
Lodestar Private Asset Management LLC	0.11%	Reduce -1.7%	8,767	$850K
Veracity Capital LLC	0.31%	Add +26.7%	8,763	$849K
Drucker Wealth 3.0, LLC	0.19%	Add +52.0%	8,699	$843K
Mgo One Seven LLC	0.03%	Add +35.1%	8,691	$842K
Howe & Rusling Inc.	0.07%	Add +96.9%	8,691	$842K
Genesis Wealth Advisors, LLC	0.73%	—	8,687	$842K
RHS Financial, LLC	0.44%	Reduce -0.2%	8,683	$841K
U.S. Capital Wealth Advisors, LLC	0.03%	Add +21.1%	8,660	$839K
Fsa Wealth Partners, Inc.	0.20%	Add +8.5%	8,642	$837K
Rinkey Investments	0.27%	Add +1.0%	8,587	$832K
Armstrong Advisory Group, Inc.	0.07%	Add +15.2%	8,537	$827K
DHK Financial Advisors, Inc.	0.50%	No change	8,500	$824K
Strategic Wealth Partners, Ltd.	0.07%	Add +52.1%	8,449	$822K
Legacy Edge Advisors, LLC	0.13%	New	8,426	$817K
Fort Washington Investment Advisors Inc.	0.00%	Reduce -0.4%	8,389	$813K
Dorsey & Whitney Trust CO LLC	0.04%	New	8,386	$813K
Union Savings Bank	0.40%	Add +0.4%	8,359	$810K
Triumph Capital Management	0.28%	Reduce -29.0%	8,344	$809K
KPP Advisory Services LLC	0.19%	Reduce -4.5%	8,327	$807K
Childress Capital Advisors, LLC	0.22%	Add +14.5%	8,300	$804K
Pointe Capital Management LLC	0.46%	Add +2.8%	8,253	$800K
Elevation Point Wealth Partners, LLC	0.06%	Add +1.5%	8,246	$799K
Castleview Partners, LLC	0.43%	Reduce -10.6%	8,236	$798K
Advisory Alpha, LLC	0.03%	Reduce -3.8%	8,180	$793K
Shepherd Financial Partners LLC	0.09%	Reduce -23.3%	8,171	$792K
Birch Financial Group, LLC	0.89%	—	8,157	$790K
Hilltop Partners LLC	0.27%	Reduce -4.9%	8,128	$788K
Laird Norton Wetherby Wealth Management, LLC	0.04%	Add +0.1%	8,099	$785K
Genesee Capital Advisors, LLC	0.36%	New	8,089	$784K
Diversify Advisory Services, LLC	0.04%	Reduce -72.7%	8,167	$784K
Wall Street Financial Group, Inc.	0.77%	New	8,083	$783K
Willis Johnson & Associates, Inc.	0.06%	Add +82.2%	8,078	$783K
Flaharty Asset Management, LLC	0.11%	Reduce -0.3%	8,020	$777K
Brady Family Wealth, LLC	0.24%	Reduce -24.8%	7,971	$772K
Diversified Portfolios, Inc.	0.08%	Reduce -6.6%	7,870	$763K
GW Henssler & Associates Ltd.	0.04%	No change	7,464	$756K
First National Corp. /Ma/	0.17%	Reduce -49.3%	7,789	$755K
Flputnam Investment Management Co.	0.01%	Add +29.1%	7,789	$755K
W.G. Shaheen & Associates DBA Whitney & Co	0.08%	Reduce -8.0%	7,716	$748K
Investment Advisory Group, LLC	0.25%	Reduce -11.5%	7,705	$747K
Successful Portfolios LLC	0.50%	Add +0.1%	7,695	$746K
Whittier Trust Co. of Nevada Inc.	0.02%	Reduce -67.2%	7,613	$738K
Alpha Cubed Investments, LLC	0.03%	Add +3.6%	7,557	$732K
Stillwater Capital Advisors, LLC	0.09%	No change	7,530	$730K
Florida Financial Advisors, LLC	0.33%	Add +9.7%	7,521	$729K
Private Capital Management LLC	0.15%	Reduce -14.6%	7,505	$727K
Guardian Partners Inc.	0.07%	—	7,524	$726K
Strategic Investment Solutions, Inc.	0.24%	Add +628.5%	7,380	$724K
Redhawk Wealth Advisors, Inc.	0.10%	Add +2.6%	7,445	$721K
Ethos Financial Group, LLC	0.09%	Reduce -22.4%	7,443	$721K
Blueprint Investment Partners LLC	0.11%	Reduce -12.9%	7,412	$718K
Fidelis Capital Partners, LLC	0.07%	Reduce -37.2%	7,284	$708K
Sunbelt Securities, Inc.	0.06%	Reduce -42.9%	7,279	$706K
Tradewinds, LLC.	0.20%	Reduce -24.9%	7,223	$703K
Pallas Capital Advisors LLC	0.03%	Add +0.0%	7,159	$694K
Client 1ST Advisory Group, LLC	0.27%	Add +193.1%	7,121	$690K
Topel & Distasi Wealth Management, LLC	0.29%	No change	7,101	$688K
FWG Holdings, LLC	0.33%	Add +0.4%	7,051	$685K
Rock Point Advisors, LLC	0.20%	New	7,065	$685K
Lokken Investment Group LLC	0.29%	Add +2.6%	7,024	$681K
MBL Wealth, LLC	0.07%	Reduce -13.3%	7,001	$678K
Atlanta Consulting Group Advisors, LLC	0.25%	Reduce -47.0%	6,961	$675K
CPR Investments Inc.	0.61%	New	6,944	$673K
SouthState Bank Corp	0.04%	Add +16.7%	6,931	$672K
Wingate Wealth Advisors, Inc.	0.66%	—	6,905	$669K
Prairiewood Capital, LLC	0.29%	Add +16.8%	6,904	$669K
Summa Corp.	0.33%	No change	6,900	$669K
MRP Capital Investments, LLC	0.61%	Reduce -2.4%	6,897	$668K
Tidemark, LLC	0.26%	Add +36.0%	6,885	$667K
John W. Brooker & Co., CPAs	0.29%	Reduce -26.7%	6,865	$665K
Augustine Asset Management Inc.	0.17%	Add +0.8%	6,864	$665K
Scratch Capital LLC	0.81%	—	6,842	$663K
Balanced Rock Investment Advisors LLC	0.52%	Add +4.1%	6,785	$657K
Quadcap Wealth Management, LLC	0.10%	Reduce -9.0%	6,770	$656K
Old Mission Investment Co LLC	0.20%	Reduce -25.3%	6,766	$656K
Haverford Trust Co	0.01%	Reduce -6.3%	6,758	$655K
Transcend Capital Advisors, LLC	0.05%	Reduce -17.2%	6,740	$653K
Heritage Trust Co	0.08%	—	6,739	$653K
Arkadios Wealth Advisors	0.04%	Reduce -39.1%	6,726	$652K
Americana Partners, LLC	0.03%	Reduce -2.2%	6,719	$651K
Abel Hall, LLC	0.41%	Reduce -1.2%	6,686	$648K
Vigilare Wealth Management	0.26%	Reduce -38.4%	6,680	$647K
MCF Advisors LLC	0.05%	Add +0.3%	6,676	$647K
Thrive Wealth Management, LLC	0.12%	New	6,644	$644K
Carnegie Investment Counsel	0.02%	Reduce -6.5%	6,633	$643K
BKM Wealth Management, LLC	0.26%	Reduce -60.1%	6,575	$637K
Investure, LLC	0.04%	New	6,565	$636K
Warner Financial, Inc.	0.27%	Reduce -5.2%	6,562	$636K
Leonard Rickey Investment Advisors P.L.L.C.	0.15%	Add +6.1%	6,556	$635K
Patten & Patten Inc.	0.04%	Reduce -3.4%	6,555	$635K
Pennington Partners & Co., LLC	0.31%	—	6,547	$634K
Mma Asset Management LLC	0.27%	Reduce -55.0%	6,465	$627K
Cambridge Advisors Inc.	0.14%	No change	6,458	$626K
Bank Julius Baer & Co. Ltd, Zurich	0.00%	Add +7.4%	5,828	$623K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.02%	Reduce -1.5%	6,399	$620K
Texas Yale Capital Corp.	0.02%	Reduce -20.3%	6,393	$619K
BSW Wealth Partners	0.09%	Add +117.8%	6,386	$619K
VAUGHAN & Co SECURITIES, INC.	0.37%	Reduce -10.0%	6,384	$619K
MSH Capital Advisors LLC	0.19%	Reduce -8.0%	6,378	$618K
LifeGoal Investments, LLC	0.67%	—	6,347	$615K
Aviso Financial Inc.	0.03%	No change	6,341	$615K
Fortitude Advisory Group L.L.C.	0.37%	Reduce -4.0%	6,313	$612K
Retirement Planning Group, LLC	0.03%	Reduce -4.3%	6,303	$611K
Christopher J. Hasenberg, Inc	0.25%	Add +4.2%	6,297	$610K
Sterling Group Wealth Management, LLC	0.32%	No change	6,296	$610K
C M Bidwell & Associates Ltd.	0.37%	Add +5.8%	6,286	$609K
Montag A & Associates Inc.	0.03%	No change	6,279	$608K
HUB Investment Partners, LLC	0.03%	Add +24.0%	6,272	$608K
Inman Jager Wealth Management, LLC	0.47%	—	6,246	$605K
Country Club Bank	0.04%	Add +5.3%	6,218	$603K
Fiduciary Financial Group, LLC	0.13%	Add +52.0%	6,269	$601K
Calton & Associates, Inc.	0.27%	Reduce -3.6%	6,207	$601K
Vested Financial Planning, LLC	0.57%	—	6,205	$601K
GFS Advisors, LLC	0.09%	No change	6,202	$601K
Summit Financial Strategies, Inc.	0.07%	Add +2.0%	6,185	$599K
Vontobel Holding Ltd.	0.00%	New	6,129	$594K
Truefg, LLC	0.19%	Add +7.3%	6,118	$593K
Pacific Point Advisors, LLC	0.36%	—	6,088	$593K
Planned Solutions, Inc.	0.24%	Reduce -1.2%	6,100	$591K
Bfsg, LLC	0.07%	Add +14.0%	6,082	$589K
Berkeley Capital Partners, LLC	0.16%	Add +1.3%	6,080	$589K
OneAscent Financial Services LLC	0.05%	New	6,061	$587K
American Trust	0.04%	New	6,041	$585K
Quartz Partners, LLC	0.35%	Add +13.1%	6,016	$583K
Signature Estate & Investment Advisors LLC	0.01%	Reduce -34.8%	5,994	$581K
Alpha Financial Advisors, LLC	0.26%	Add +2.9%	5,975	$579K
Crabel Capital Management, LLC	1.85%	Reduce -92.9%	5,892	$571K
Northwest Financial Advisors	0.47%	Add +218.3%	5,869	$569K
IMS Capital Management	0.26%	No change	5,858	$568K
Lee Financial Co	0.08%	Add +58.6%	5,821	$564K
CoreCap Advisors, LLC	0.03%	Reduce -4.1%	5,813	$563K
PrairieView Partners, LLC	0.06%	Add +76.5%	5,803	$562K
Ledyard National Bank	0.05%	Reduce -6.4%	5,794	$561K
Premier Path Wealth Partners, LLC	0.09%	Add +8.1%	5,792	$561K
FRG Family Wealth Advisors LLC	0.10%	Add +29.0%	5,785	$561K
Wood Tarver Financial Group, LLC	0.19%	—	5,775	$559K
B.O.S.S. Retirement Advisors, LLC	0.16%	New	5,757	$558K
Postrock Partners LLC	0.27%	—	5,744	$557K
AQR Capital Management	0.00%	Add +14.9%	5,743	$557K
Bison Wealth, LLC	0.07%	—	5,731	$555K
WNY Asset Management, LLC	0.07%	Reduce -13.2%	5,715	$554K
Proffitt & Goodson Inc.	0.09%	Add +55.6%	5,714	$554K
Manuka Financial, LLC	0.37%	—	5,710	$553K
Kingdom Financial Group LLC.	0.38%	Reduce -27.4%	5,690	$551K
Wells Financial Advisors INC	0.75%	Add +5.4%	5,678	$550K
Partners in Financial Planning	0.11%	Add +64.9%	5,666	$549K
49 Wealth Management, LLC	0.08%	New	5,655	$548K
Burney Co./	0.02%	No change	5,654	$548K
Maripau Wealth Management LLC	0.32%	New	5,629	$545K
Hobbs Group Advisors, LLC	0.20%	Add +1.1%	5,624	$545K
ARK & TLK Investments, LLC	0.19%	Add +25.3%	5,581	$541K
Kestra Investment Management, LLC	0.02%	New	5,569	$540K
Oak Wealth Advisors LLC	0.41%	—	5,525	$535K
Ameraudi Asset Management, Inc.	0.30%	No change	5,520	$535K
Bond & Devick Financial Network, Inc.	0.23%	No change	5,243	$531K
Finley Financial, LLC	0.28%	—	5,485	$530K
Atmos Advisory, LLC	0.37%	New	5,474	$530K
Promus Capital, LLC	0.41%	—	5,468	$530K
Palisade Asset Management, LLC	0.05%	Reduce -5.1%	5,454	$528K
BridgePort Financial Solutions, LLC	0.24%	—	5,345	$528K
Bernardo Wealth Planning LLC	0.13%	Add +9.9%	5,494	$527K
Farmers National Bank	0.15%	—	5,434	$527K
Resurgent Financial Advisors LLC	0.31%	Reduce -50.3%	5,416	$525K
RTD Financial Advisors, Inc.	0.07%	Add +14.9%	5,411	$524K
Strategies Wealth Advisors, LLC	0.07%	Reduce -26.3%	5,372	$524K
Latitude Advisors, LLC	0.29%	Reduce -34.1%	5,402	$523K
FAS Wealth Partners, Inc.	0.04%	Reduce -8.4%	5,370	$520K
Stonebridge Capital Advisors LLC	0.04%	Add +30.4%	5,358	$519K
Rockingstone Advisors LLC	0.23%	New	5,350	$518K
Centaurus Financial, Inc.	0.03%	Add +69.6%	5,348	$518K
Patron Partners, LLC	0.28%	Add +61.2%	5,322	$516K
Melfa Wealth Management, Inc.	0.34%	Add +9.1%	5,316	$515K
Dunhill Financial, LLC	0.24%	Add +104.1%	5,306	$514K
McElhenny Sheffield Capital Management, LLC	0.17%	Reduce -1.9%	5,284	$512K
Etesian Wealth Advisors, Inc.	0.23%	No change	5,270	$511K
Nicolet Advisory Services, LLC	0.05%	Add +79.6%	5,316	$510K
Gradient Capital Advisors, LLC	0.16%	No change	5,239	$508K
Janney Capital Management LLC	0.03%	New	5,225	$506K
Clear Creek Financial Management, LLC	0.05%	Reduce -2.8%	5,200	$504K
Continuum Advisory, LLC	0.06%	Reduce -15.8%	5,192	$503K
Fullcircle Wealth LLC	0.21%	Add +127.0%	5,159	$502K
Sonora Investment Management Group, LLC	0.04%	New	5,155	$500K
Syverson Strege & Co	0.17%	Reduce -22.4%	5,153	$499K
Cornerstone Wealth Management, LLC	0.03%	Reduce -0.8%	5,152	$499K
ACT Advisors, LLC.	0.27%	Add +122.0%	5,124	$497K
Modern Wealth Management, LLC	0.02%	Reduce -4.9%	5,119	$496K
NWK Group, Inc.	0.19%	Add +3.1%	5,104	$495K
Sax Wealth Advisors, LLC	0.04%	Add +11.1%	5,094	$494K
Harvest Investment Services, LLC	0.12%	New	5,094	$494K
Elios Financial Group Inc.	0.23%	Reduce -24.5%	5,077	$492K
IMA Advisory Services, Inc.	0.06%	New	5,074	$492K
Atlantic Family Wealth, LLC	0.58%	—	5,049	$489K
Vision Financial Markets LLC	0.52%	—	5,000	$485K
Brooks, Moore & Associates, Inc.	0.29%	New	5,000	$485K
Power Wealth Management LLC	0.20%	Reduce -8.7%	4,995	$484K
Confluence Investment Management LLC	0.01%	New	4,990	$484K
Beacon Financial Advisory LLC	0.16%	Add +7.5%	4,975	$482K
Note Advisors, LLC	0.43%	—	4,975	$482K
Pinnacle Wealth Management Group, Inc.	0.30%	Reduce -35.7%	4,962	$481K
Roger Wittlin Investment Advisory, LLC	0.27%	Reduce -44.8%	4,942	$479K
Sprott Inc.	0.03%	Add +10.8%	4,936	$478K
Silver Oak Securities, Incorporated	0.04%	Reduce -18.7%	4,894	$475K
J. W. Coons Advisors, LLC	0.12%	Add +3.0%	4,893	$474K
GSG Advisors LLC	0.15%	Add +1.1%	4,891	$474K
Coastwise Capital Group, LLC	0.38%	Reduce -1.7%	4,884	$473K
Clare Market Investments LLC	0.11%	Add +8.4%	4,883	$473K
Chapin Davis, Inc.	0.15%	No change	4,672	$473K
Wela Strategies, Inc.	0.20%	New	60,170	$473K
Leo Wealth, LLC	0.04%	Add +1.1%	4,811	$466K
First National Trust Co	0.02%	Reduce -1.1%	4,800	$465K
Insight Wealth Partners, LLC	0.29%	Add +50.2%	4,766	$462K
Affinity Capital Advisors, LLC	0.09%	Reduce -48.4%	4,790	$462K
WealthPlan Investment Management, LLC	0.05%	New	4,763	$462K
Anchor Capital Advisors LLC	0.01%	Reduce -65.0%	4,749	$460K
Gallagher Fiduciary Advisors, LLC	0.09%	Add +53.3%	4,738	$459K
Copperwynd Financial, LLC	0.13%	Add +14.8%	4,676	$453K
Halbert Hargrove Global Advisors, LLC	0.03%	Add +0.6%	4,675	$453K
Gateway Wealth Partners, LLC	0.12%	Add +37.8%	4,634	$449K
Sonata Capital Group Inc.	0.19%	No change	4,621	$448K
Crewe Advisors LLC	0.06%	No change	4,623	$448K
Rockland Trust Co.	0.02%	Reduce -4.2%	4,622	$448K
Advisor Resource Council	0.32%	Add +29.5%	4,620	$448K
Atlas Legacy Advisors, LLC	0.11%	—	4,614	$447K
PMG Wealth Management, Inc.	0.40%	—	4,575	$443K
German American Bancorp, Inc.	0.05%	No change	4,542	$440K
Arvest Investments, Inc.	0.07%	Add +4381.2%	4,526	$439K
Venture Visionary Partners LLC	0.02%	Add +2.5%	4,513	$437K
Beacon Capital Management, LLC	0.06%	Reduce -16.1%	4,494	$435K
Inspire Trust Co, N.A.	0.11%	New	4,486	$435K
Chancellor Financial Group WB LP	0.35%	—	4,481	$434K
Courier Capital LLC	0.03%	New	4,469	$433K
Rosenberg Matthew Hamilton	0.11%	Add +14.9%	4,463	$432K
HHM Wealth Advisors, LLC	0.06%	Reduce -20.1%	4,452	$431K
Cypress Wealth Services, LLC	0.09%	Reduce -34.8%	4,440	$430K
Bulltick Wealth Management, LLC	0.10%	No change	4,415	$428K
Tompkins Financial Corp.	0.04%	No change	4,408	$427K
CFO4Life Group, LLC	0.07%	Reduce -15.2%	4,401	$426K
Gitterman Wealth Management, LLC	0.18%	New	4,368	$423K
Wincap Financial LLC	0.43%	—	4,366	$423K
Brown Wealth Management, LLC	0.15%	Add +0.2%	4,365	$423K
Plum Street Advisors, LLC	0.21%	Reduce -9.8%	4,364	$423K
Hemington Wealth Management	0.11%	Add +7.7%	4,362	$422K
TFC Financial Management, Inc.	0.07%	New	4,350	$422K
Advance Capital Management, Inc.	0.02%	Add +13.5%	4,336	$420K
Convergence Financial, LLC	0.08%	New	4,312	$418K
Moloney Securities Asset Management, LLC	0.06%	Add +5.4%	4,312	$418K
Mosaic Family Wealth Partners, LLC	0.06%	No change	4,280	$415K
Boston Research & Management Inc.	0.10%	Add +0.2%	4,273	$414K
Cottage Street Advisors LLC	0.21%	Add +6.5%	4,221	$409K
Summit X, LLC	0.09%	Reduce -1.2%	4,161	$403K
Hanson & Doremus Investment Management	0.06%	No change	4,156	$403K
Heritage Wealth Advisors	0.02%	Add +0.6%	4,144	$402K
Thomasville National Bank	0.03%	Add +1.2%	4,139	$401K
Impact Partnership Wealth, LLC	0.08%	Add +58.2%	4,128	$400K
Boston Financial Mangement LLC	0.01%	Reduce -16.8%	4,121	$399K
Executive Wealth Management, LLC	0.03%	Reduce -14.9%	4,120	$399K
Bogart Wealth, LLC	0.02%	No change	4,117	$399K
Bravias Capital Group, LLC	0.32%	—	4,094	$399K
Life Line Wealth Management LLC	0.14%	Add +1.3%	4,094	$397K
WealthCollab, LLC	0.25%	Reduce -1.1%	4,082	$396K
25 LLC	0.17%	No change	4,074	$395K
Financial Sense Advisors, Inc.	0.13%	Reduce -83.8%	4,064	$394K
Hanover Advisors Inc.	0.16%	No change	4,029	$390K
Topsail Wealth Management, LLC	0.08%	—	4,025	$390K
Financial Management Professionals, Inc.	0.05%	Add +4.1%	4,016	$389K
Canopy Partners, LLC	0.15%	No change	4,010	$389K
Patton Albertson Miller Group, LLC	0.05%	Add +82.7%	4,007	$388K
Frank, Rimerman Advisors LLC	0.03%	No change	3,996	$387K
Your Advocates Ltd., LLP	0.15%	Add +9.7%	3,990	$387K
Trust Co of the South	0.08%	Add +7.0%	3,958	$384K
FSC Wealth Advisors, LLC	0.25%	New	3,957	$383K
Plan Group Financial, LLC	0.20%	Reduce -6.4%	3,955	$383K
SignalPoint Asset Management, LLC	0.09%	Add +94.0%	3,944	$382K
Independent Wealth Network Inc.	0.15%	Reduce -34.3%	3,934	$381K
Twin Capital Management Inc.	0.04%	Add +23.3%	3,923	$380K
Middleton & Co. Inc.	0.04%	Add +20.6%	3,920	$380K
Carmel Capital Partners, LLC	0.15%	Reduce -27.6%	3,906	$379K
Peregrine Asset Advisers, Inc.	0.14%	Reduce -9.3%	3,903	$378K
Hengehold Capital Management LLC	0.04%	Add +13.3%	3,899	$378K
Transcendent Capital Group LLC	0.19%	Reduce -39.5%	3,888	$377K
Beacon Financial Group	0.04%	Reduce -21.0%	3,886	$377K
Traynor Capital Management, Inc.	0.03%	Reduce -21.1%	3,863	$374K
Compass Planning Associates Inc	0.38%	—	3,852	$373K
Fragasso Financial Advisors Inc	0.03%	Reduce -24.5%	3,832	$371K
LexAurum Advisors, LLC	0.07%	Add +3.4%	3,817	$370K
Hibernia Wealth Partners, LLC	0.28%	Reduce -48.3%	3,812	$369K
Ssi Investment Management LLC	0.13%	No change	3,809	$369K
Philip James Wealth Mangement, LLC	0.05%	New	3,796	$368K
HFG Wealth Management, LLC	0.24%	Add +24.2%	3,629	$368K
Oakworth Capital, Inc.	0.03%	Add +788.1%	3,792	$367K
Beaumont Financial Advisors, LLC	0.03%	Reduce -19.6%	3,787	$367K
Alliance Wealth Advisors, LLC	0.09%	New	3,778	$366K
Novus Advisors, LLC	0.36%	—	3,776	$366K
Wade Financial Advisory, Inc	0.12%	Add +0.7%	3,761	$364K
Members Wealth LLC	0.27%	—	3,761	$364K
Oxbow Advisors, LLC	0.04%	New	3,755	$364K
Clearbridge Investments, LLC	0.00%	Add +1.1%	3,740	$362K
Capital Advisors, Ltd. LLC	0.05%	Add +42.4%	3,732	$362K
Tempus Wealth Planning, LLC	0.11%	Reduce -8.0%	3,720	$360K
Creative Capital Management Investments LLC	0.15%	New	3,716	$360K
Petix & Botte Co	0.09%	Add +0.2%	3,716	$360K
SWP Financial LLC	0.22%	Reduce -3.2%	3,687	$357K
Sachetta, LLC	0.14%	Add +26.9%	3,672	$356K
Clear Investment Research, LLC	0.46%	Add +0.4%	3,672	$356K
Wetzel Investment Advisors, Inc.	0.18%	Reduce -13.1%	3,668	$355K
Jefferies Financial Group Inc.	0.00%	No change	3,666	$355K
Cadence Bank	0.02%	Reduce -78.1%	3,657	$354K
Eastern Bank	0.01%	Add +270.2%	3,650	$354K
Promethium Advisors,llc	0.24%	Reduce -13.6%	3,648	$353K
Firethorn Wealth Partners, LLC	0.17%	Reduce -0.5%	3,630	$352K
W Advisors, LLC	0.22%	No change	3,629	$352K
Lakeridge Wealth Management LLC	0.18%	Add +9.1%	3,623	$351K
Midwest Capital Advisors, LLC	0.26%	—	3,619	$351K
North Star Investment Management Corp.	0.02%	Reduce -20.7%	3,605	$349K
Meadow Creek Wealth Advisors LLC	0.25%	No change	3,605	$349K
Verus Wealth Management, LLC	0.39%	—	3,574	$346K
City Center Advisors, LLC	0.39%	Reduce -1.2%	3,566	$346K
Tower Research Capital LLC (TRC)	0.01%	Reduce -58.9%	3,563	$345K
Attessa Capital LLC	0.23%	—	3,544	$343K
Paragon Advisors, LLC	0.12%	Reduce -66.6%	3,526	$342K
Edmond DE Rothschild Holding S.A.	0.01%	Add +210.7%	3,514	$341K
Sykon Capital LLC	0.12%	Add +24.4%	3,509	$340K
Hardin Capital Partners, LLC	0.20%	Reduce -0.5%	3,486	$338K
Simplicity Wealth,LLC	0.07%	Reduce -93.1%	3,459	$335K
West Branch Capital LLC	0.11%	Add +4.6%	3,443	$334K
Delta Financial Group, Inc.	0.08%	New	3,433	$333K
Spreng Capital Management, Inc.	0.15%	Reduce -0.9%	3,427	$332K
Westshore Wealth, LLC	0.13%	Add +0.7%	3,417	$331K
Defined Wealth Management, LLC	0.22%	Add +7.6%	3,416	$331K
NorthRock Partners, LLC	0.01%	Add +15.7%	3,412	$331K
Abacus Wealth Partners, LLC	0.05%	New	3,392	$329K
Hippocratic Financial Advisors, LLC	0.23%	—	3,385	$328K
Willow Creek Wealth Management Inc.	0.03%	No change	3,378	$327K
Argent Trust Co	0.01%	Reduce -66.5%	3,376	$327K
Romano Brothers and Company	0.04%	Reduce -19.6%	3,371	$327K
GWN Securities Inc.	0.09%	—	3,361	$326K
Hexagon Capital Partners LLC	0.06%	Reduce -1.8%	3,361	$326K
Tru Independence Asset Management 2, LLC	0.27%	No change	3,343	$324K
TrinityPoint Wealth, LLC	0.05%	Add +6.9%	3,342	$324K
SOA Wealth Advisors, LLC.	0.06%	Reduce -12.5%	3,341	$324K
Rise Advisors, LLC	0.16%	Reduce -6.9%	3,340	$324K
Towneley Capital Management, Inc / DE	0.08%	Reduce -44.9%	3,331	$323K
Segment Wealth Management, LLC	0.02%	Add +26.5%	3,328	$322K
Sentinel Pension Advisors, LLC	0.06%	Reduce -25.7%	3,327	$322K
Foundation Wealth Management, LLC\PA	0.16%	—	3,323	$322K
Moneco Advisors, LLC	0.03%	Add +45.4%	3,320	$322K
Opal Wealth Advisors, LLC	0.10%	New	3,315	$321K
Fortis Capital Advisors, LLC	0.11%	Reduce -78.6%	3,197	$321K
Talon Private Wealth, LLC	0.07%	Reduce -28.9%	3,298	$320K
Performance Wealth Partners, LLC	0.01%	Reduce -7.1%	3,286	$318K
United Bank	0.13%	No change	3,268	$317K
Crescent Grove Advisors, LLC	0.03%	Reduce -36.1%	3,263	$316K
Independence Bank of Kentucky	0.05%	Add +165.3%	3,252	$315K
Goelzer Investment Management, Inc.	0.02%	New	3,249	$315K
Ameriflex Group, Inc.	0.14%	—	3,222	$314K
MidAtlantic Capital Management, Inc.	0.23%	Add +42.9%	3,226	$313K
Parkshore Wealth Management, Inc.	0.19%	—	3,191	$309K
Schneider Downs Wealth Management Advisors, LP	0.06%	Reduce -2.3%	3,189	$309K
Stone Summit Wealth LLC	0.10%	No change	3,188	$309K
Bank Ozk	0.13%	Add +31.2%	3,181	$308K
American Financial Advisors, LLC	0.04%	Add +6.4%	3,170	$307K
Cedar Point Capital Partners, LLC	0.21%	Add +18.8%	3,160	$306K
Wolff Wiese Magana LLC	0.20%	Add +4.1%	3,143	$305K
Regent Peak Wealth Advisors LLC	0.07%	New	3,138	$304K
Stelac Advisory Services LLC	0.12%	No change	3,136	$304K
Fonville Wealth Management LLC	0.10%	No change	3,122	$303K
Joel Isaacson & Co., LLC	0.01%	Add +4.8%	3,118	$302K
PAX Financial Group, LLC	0.05%	Add +5.0%	3,118	$302K
Merriman Wealth Management, LLC	0.01%	Reduce -94.7%	3,109	$301K
Farrow Financial, Inc.	0.20%	New	3,104	$301K
Cutler Investment Counsel LLC	0.04%	New	3,085	$299K
Stephenson & Company, Inc.	0.20%	No change	3,072	$298K
Stordahl Capital Management, Inc.	0.07%	Reduce -0.9%	3,060	$297K
Brickley Wealth Management	0.06%	Add +21.4%	3,059	$296K
Archford Capital Strategies, LLC	0.04%	Add +5.4%	3,050	$296K
Aspen Grove Capital, LLC	0.06%	No change	3,048	$295K
Hoge Financial Services, LLC	0.22%	Add +1.3%	3,045	$295K
Droms Strauss Advisors Inc. /Mo/	0.10%	Add +0.6%	3,044	$295K
Quantitative Strategies, Inc.	0.16%	Add +5.3%	3,043	$295K
Lee Danner & Bass Inc.	0.02%	New	3,042	$295K
Basepoint Wealth LLC	0.23%	Add +1.1%	3,040	$295K
Holistic Financial Partners	0.15%	Reduce -0.7%	3,033	$294K
Independent Family Office, LLC	0.15%	No change	3,032	$294K
AssuredPartners Investment Advisors, LLC	0.06%	—	3,030	$294K
Verus Capital Partners, LLC	0.03%	Add +2.6%	3,027	$293K
Debussy Capital Management LP	0.04%	No change	3,005	$293K
Old Port Advisors	0.08%	Reduce -12.2%	3,023	$293K
Waters Parkerson & Co., LLC	0.02%	Add +11.3%	3,015	$292K
SkyView Investment Advisors, LLC	0.05%	Reduce -57.0%	3,012	$292K
Peak Planning Group, LLC	0.12%	New	3,005	$291K
Gables Capital Management Inc.	0.14%	New	3,000	$291K
Peterson Wealth Services	0.09%	Reduce -5.1%	2,986	$289K
Pines Wealth Management, LLC	0.13%	—	3,009	$289K
CJM Wealth Advisers, Ltd.	0.10%	No change	2,974	$288K
Cornerstone Advisory, LLC	0.03%	Reduce -61.4%	2,941	$287K
Fiduciary Trust Co	0.00%	Add +21.9%	2,959	$287K
Parsons Capital Management Inc.	0.02%	New	2,937	$285K
BostonPremier Wealth LLC	0.17%	—	2,933	$284K
Gray Wealth Management Inc.	0.11%	No change	2,931	$284K
Well Done, LLC	0.05%	No change	2,791	$283K
Oxford Financial Group, LTD. LLC	0.02%	Reduce -7.4%	2,915	$282K
BluePointe Capital Management, LLC	0.16%	New	2,906	$282K
Glen Eagle Advisors, LLC	0.05%	Reduce -1.3%	2,894	$280K
Everett Harris & Co.	0.00%	No change	2,892	$280K
GDS Wealth Management	0.03%	Add +8.6%	2,880	$279K
PCG Asset Management, LLC	0.24%	—	2,875	$279K
Pension & Wealth Management Advisors, Inc.	0.11%	Add +54.7%	2,873	$279K
Clearview Wealth Advisors LLC	0.21%	No change	2,855	$277K
Fortis Group Advisors, LLC	0.05%	Reduce -9.6%	2,838	$275K
Lyell Wealth Management, LP	0.02%	Reduce -6.0%	2,835	$275K
M1 Capital Management LLC	0.15%	—	2,828	$274K
Kings Path Partners LLC	0.12%	Add +7.7%	2,816	$273K
FSM Wealth Advisors, LLC	0.07%	Reduce -3.7%	2,808	$272K
Courage Miller Partners, LLC	0.09%	Reduce -0.0%	2,805	$272K
Old North State Trust, LLC	0.17%	New	2,800	$271K
Benin Management CORP	0.07%	No change	2,792	$271K
Phocas Financial Corp.	0.04%	No change	2,791	$270K
Lavaca Capital LLC	0.12%	Add +1.2%	2,791	$270K
Weaver Consulting Group	0.08%	Reduce -3.8%	2,789	$270K
Scott Capital Advisors, LLC	0.08%	Add +8.5%	2,770	$265K
Loomis Sayles & Co. L P	0.00%	Add +30.9%	2,723	$264K
TrueWealth Advisors, LLC	0.09%	Reduce -5.2%	2,718	$263K
Magnus Financial Group LLC	0.03%	Add +27.9%	2,714	$263K
Financial Harvest, LLC	0.22%	—	2,706	$262K
Avestar Capital, LLC	0.02%	Reduce -5.6%	2,700	$262K
New Insight Wealth Advisors	0.13%	Add +15.0%	2,686	$260K
Sheaff Brock Investment Advisors, LLC	0.02%	Reduce -0.2%	2,680	$260K
BNC Wealth Management, LLC	0.09%	Add +5.0%	2,677	$259K
Founders Financial Alliance, LLC	0.07%	Reduce -4.2%	2,675	$259K
Morris Financial Concepts, Inc.	0.11%	Add +0.2%	2,667	$258K
Trust Co. of Toledo NA	0.03%	No change	2,664	$258K
Rossby Financial, LCC	0.16%	—	2,661	$258K
Strategent Financial, LLC	0.26%	—	2,657	$257K
Northstar Financial Companies, Inc.	0.24%	—	2,643	$256K
Hazlett, Burt & Watson, Inc.	0.11%	Add +53.9%	2,628	$256K
Zullo Investment Group, Inc.	0.10%	Reduce -3.3%	2,638	$256K
Garrett Wealth Advisory Group, LLC	0.06%	Reduce -9.9%	2,632	$255K
O'Brien Wealth Partners LLC	0.05%	Add +31.8%	2,629	$255K
Noesis Capital Mangement Corp.	0.05%	Reduce -36.6%	2,627	$255K
Signal Tree Financial Partners LLC	0.30%	—	2,618	$254K
ARS Wealth Advisors Group, LLC	0.03%	Add +2.1%	2,616	$253K
Allianz Asset Management GmbH	0.00%	No change	2,600	$252K
CENTRAL TRUST Co	0.01%	Add +32.5%	2,598	$252K
Liberty Wealth Management LLC	0.04%	New	2,595	$251K
Invst, LLC	0.03%	Reduce -33.6%	2,588	$251K
Heritage Oak Wealth Advisors LLC	0.12%	Reduce -90.2%	2,582	$250K
Chilton Capital Management LLC	0.01%	Reduce -0.7%	2,570	$249K
Commons Capital, LLC	0.23%	New	2,559	$248K
Advisory Resource Group	0.05%	Reduce -3.2%	2,558	$248K
Certified Advisory Corp	0.03%	Reduce -0.9%	2,555	$248K
Fort Sheridan Advisors LLC	0.04%	Add +7.6%	2,551	$247K
Cadinha & Co. LLC	0.04%	Reduce -1.3%	2,550	$247K
Keebeck Wealth Management	0.04%	New	2,550	$247K
White Lighthouse Investment Management Inc.	0.04%	Reduce -20.7%	2,546	$247K
Concorde Asset Management, LLC	0.13%	Add +7.9%	2,545	$247K
Braun-Bostich & Associates Inc.	0.18%	Add +4.5%	2,533	$245K
Kanawha Capital Management LLC	0.02%	Reduce -6.6%	2,529	$245K
Plancorp, LLC	0.01%	New	2,528	$245K
Kickstand Ventures, Llc.	0.06%	Reduce -0.1%	2,515	$244K
Catalyst Private Wealth, LLC	0.11%	No change	2,505	$243K
Surience Private Wealth LLC	0.31%	No change	2,504	$243K
Lanham O'Dell & Company, Inc.	0.37%	New	2,500	$242K
Cascade Investment Advisors, Inc.	0.16%	New	2,500	$242K
Tenret Co LLC	0.15%	New	2,495	$242K
Vestia Personal Wealth Advisors	0.20%	Add +5.1%	2,493	$242K
CWS Financial Advisors, LLC	0.08%	Add +0.2%	2,493	$242K
LPF Advisors LLC	0.20%	Reduce -5.3%	2,492	$241K
McIlrath & Eck, LLC	0.03%	No change	2,481	$240K
Lantern Wealth Advisors, LLC	0.16%	Add +1.1%	2,471	$239K
WealthTrust Axiom LLC	0.07%	No change	2,465	$239K
Dynamic Financial Group	0.24%	—	2,464	$239K
Brady Martz Wealth Solutions, LLC	0.06%	—	2,480	$238K
Watchman Group, Inc.	0.06%	No change	2,448	$237K
Harbor Group, Inc.	0.05%	New	2,445	$237K
Legacy Capital Wealth Partners, LLC	0.06%	Reduce -55.9%	2,434	$236K
Edgestream Partners, L.P.	0.01%	Reduce -88.9%	2,432	$236K
Sierra Ocean, LLC	0.19%	—	2,422	$235K
Nottingham Advisors, Inc.	0.03%	Reduce -63.4%	2,407	$233K
Financial Advisors Network, Inc.	0.04%	—	2,402	$233K
Cohen Investment Advisors LLC	0.14%	New	2,400	$233K
Wealth Advisors of Tampa Bay, LLC	0.10%	Add +4.9%	2,397	$232K
Essex Financial Services, Inc.	0.02%	Reduce -99.2%	2,394	$232K
Nicollet Investment Management, Inc.	0.08%	New	2,388	$231K
Apeiron RIA LLC	0.06%	Reduce -7.5%	2,381	$231K
Live Oak Private Wealth LLC	0.04%	No change	2,381	$231K
Semus Wealth Partners LLC	0.15%	Reduce -12.4%	2,377	$230K
AllGen Financial Advisors, Inc.	0.08%	New	2,368	$229K
Allied Investment Advisors, LLC	0.05%	No change	2,350	$228K
Palacios Wealth Management, LLC	0.24%	—	2,339	$226K
Life Planning Partners, Inc	0.21%	Add +0.6%	2,334	$226K
Brandywine Oak Private Wealth LLC	0.02%	New	2,322	$225K
Silver Oak Advisory Group, Inc.	0.12%	No change	2,319	$224K
Prudent Man Advisors, LLC	0.08%	Reduce -31.6%	2,298	$223K
Wealthgarden F.S. LLC	0.21%	New	2,289	$222K
Essex Bank	0.05%	New	2,285	$221K
Spectrum Investment Advisors, Inc.	0.15%	Reduce -95.3%	2,282	$221K
Rothschild Investment LLC	0.01%	Add +0.1%	2,270	$220K
Gallagher Capital Advisors, LLC	0.16%	—	2,269	$220K
Cooper Financial Group	0.03%	Add +1.1%	2,262	$219K
1900 Wealth Management LLC	0.02%	Reduce -12.4%	2,247	$218K
Marino, Stram & Associates LLC	0.05%	New	2,229	$216K
Raab & Moskowitz Asset Management LLC	0.05%	New	2,228	$216K
Novem Group	0.03%	—	2,222	$215K
Ehrlich Financial Group	0.15%	New	2,221	$215K
Pursue Wealth Partners LLC	0.12%	Add +12.0%	2,220	$215K
Dopkins Wealth Management, LLC	0.11%	No change	2,217	$215K
3EDGE Asset Management, LP	0.01%	No change	2,213	$214K
Herold Advisors, Inc.	0.05%	Add +1.3%	2,207	$214K
Bray Capital Advisors	0.06%	No change	2,200	$213K
Adero Partners, LLC	0.01%	Reduce -15.0%	2,200	$213K
Parcion Private Wealth LLC	0.02%	Reduce -0.1%	2,183	$212K
Taylor & Morgan Wealth Management, LLC	0.15%	Add +1.2%	2,179	$211K
Delta Asset Management LLC	0.02%	Reduce -28.1%	2,175	$211K
Federation des caisses Desjardins du Quebec	0.00%	Reduce -1.0%	2,175	$211K
Total Clarity Wealth Management, Inc.	0.07%	Reduce -3.0%	2,175	$211K
Cadent Capital Advisors, LLC	0.07%	Add +6.0%	2,172	$210K
Tassel Capital Management, Inc.	0.19%	—	2,171	$210K
Wealthfront Advisers LLC	0.00%	Reduce -7.6%	2,171	$210K
Absolute Capital Management, LLC	0.12%	Reduce -64.4%	2,169	$210K
Destiny Wealth Partners, LLC	0.03%	No change	2,119	$205K
Missouri Trust & Investment Co	0.07%	Add +7.1%	2,118	$205K
Accredited Wealth Management, LLC	0.18%	—	2,105	$204K
Boltwood Capital Management	0.06%	No change	2,100	$203K
McHugh Group, LLC	0.15%	—	2,089	$202K
Joseph Group Capital Management	0.08%	Add +8.0%	2,047	$198K
FWL Investment Management, LLC	0.07%	Reduce -5.3%	2,022	$196K
Hills Bank & Trust Co	0.01%	Reduce -8.5%	2,010	$195K
Knuff & Co LLC	0.06%	Reduce -19.4%	1,950	$189K
First Financial Corp.	0.09%	New	1,897	$184K
Dixon Mitchell Investment Counsel Inc.	0.01%	No change	1,884	$183K
Farmers & Merchants Trust Co of Chambersburg PA	0.07%	Add +15.7%	1,863	$181K
CNB Bank	0.08%	Reduce -2.0%	1,797	$174K
Key Financial Inc	0.04%	Add +15.7%	1,763	$171K
Matrix Private Capital Group LLC	0.10%	No change	1,742	$169K
Wintrust Investments LLC	0.15%	Add +76.4%	1,741	$168K
Balefire, LLC	0.06%	New	1,671	$162K
Flagship Wealth Advisors, LLC	0.10%	—	1,671	$162K
Runnymede Capital Advisors, Inc.	0.14%	—	1,666	$161K
Duncker Streett & Co. Inc.	0.03%	No change	1,660	$161K
Cardiff Park Advisors, LLC	0.02%	Add +1.1%	1,633	$158K
Guardian Wealth Advisors, LLC / NC	0.01%	Add +85.6%	1,615	$156K
Synergy Investment Management, LLC	0.07%	—	1,615	$156K
Beaird Harris Wealth Management, LLC	0.01%	Add +89.5%	1,590	$154K
Richards, Merrill & Peterson, Inc.	0.08%	—	1,529	$148K
Centerpoint Advisors, LLC	0.05%	Add +10.0%	1,530	$148K
MPWM Advisory Solutions, LLC	0.11%	—	1,520	$147K
JNBA Financial Advisors	0.01%	Reduce -23.7%	1,518	$147K
Annis Gardner Whiting Capital Advisors, LLC	0.04%	Add +5.4%	1,509	$146K
Bangor Savings Bank	0.01%	No change	1,493	$145K
Caldwell Sutter Capital, Inc.	0.07%	Reduce -1.5%	1,473	$143K
Crews Bank & Trust	0.02%	—	1,463	$142K
Cary Street Partners Investment Advisory LLC	0.09%	Reduce -97.3%	1,446	$140K
Ridgewood Investments LLC	0.07%	No change	1,424	$138K
ESL Trust Services, LLC	0.03%	No change	1,400	$136K
Y.D. More Investments Ltd	0.01%	Add +71.3%	1,370	$133K
Atlantic Edge Private Wealth Management, LLC	0.04%	Add +3.9%	1,349	$131K
Park Square Financial Group, LLC	0.09%	—	1,349	$131K
First PREMIER Bank	0.03%	Add +1163.2%	1,339	$130K
Park Place Capital Corp	0.04%	Reduce -36.3%	1,320	$128K
Valley Wealth Managers, Inc.	0.01%	Reduce -22.5%	1,319	$128K
Friedenthal Financial	0.07%	Reduce -18.5%	1,303	$126K
Glass Jacobson Investment Advisors llc	0.04%	No change	1,300	$126K
Ritter Daniher Financial Advisory LLC / DE	0.04%	No change	1,290	$125K
Pacifica Partners Inc.	0.05%	No change	1,243	$120K
Toth Financial Advisory Corp.	0.01%	Reduce -3.9%	1,241	$120K
Darwin Wealth Management, LLC	0.04%	Reduce -45.6%	1,238	$120K
PSI Advisors, LLC	0.04%	Reduce -20.0%	1,219	$118K
Clearstead Trust, LLC	0.03%	Reduce -23.8%	1,199	$116K
Trivant Custom Portfolio Group, LLC	0.06%	Add +776.0%	1,130	$109K
Rakuten Securities, Inc.	0.04%	Add +367.6%	1,127	$109K
Comprehensive Financial Planning, Inc.	0.09%	—	1,121	$109K
Lowe Wealth Advisors, LLC	0.05%	Add +675.4%	1,101	$107K
PFG Private Wealth Management, LLC	0.06%	Add +6.6%	1,086	$105K
Biltmore Family Office, LLC	0.02%	Add +38.3%	1,083	$105K
Old Second National Bank of Aurora	0.02%	No change	1,051	$102K
Cranbrook Wealth Management, LLC	0.02%	No change	1,036	$100K
one8zero8, LLC	0.02%	—	1,025	$99K
Harel Insurance Investments & Financial Services Ltd.	0.00%	No change	1,014	$98K
Indiana Trust & Investment Management Co	0.03%	No change	1,009	$98K
Ravenstone Capital Management Inc.	0.06%	New	1,000	$97K
Mechanics Financial Corp	0.04%	No change	1,000	$97K
Kathleen S. Wright Associates Inc.	0.04%	No change	1,000	$97K
Archer Investment Corp	0.02%	Reduce -30.4%	936	$91K
Millstone Evans Group, LLC	0.06%	—	928	$90K
Granite FO LLC	0.05%	Add +1.4%	895	$87K
Winch Advisory Services, LLC	0.02%	Reduce -5.5%	864	$84K
Anchor Investment Management, LLC	0.01%	Add +1.1%	856	$83K
Breakwater Investment Management	0.03%	Add +2.1%	842	$82K
Morgan Dempsey Capital Management LLC	0.03%	Reduce -26.8%	842	$82K
Pflug Koory, LLC	0.01%	Add +467.6%	840	$81K
Trust Co. of Vermont	0.00%	Reduce -10.8%	838	$81K
Quent Capital, LLC	0.01%	New	810	$78K
Brown, Lisle/Cummings, Inc.	0.02%	Reduce -6.3%	750	$73K
Concord Wealth Partners	0.01%	Add +39.3%	712	$69K
Cape Investment Advisory, Inc.	0.03%	Add +138.2%	705	$68K
Tucker Asset Management LLC	0.02%	Reduce -24.0%	704	$68K
Riggs Asset Managment Co. Inc.	0.02%	Reduce -9.8%	699	$68K
City Holding Co.	0.01%	Reduce -7.7%	699	$68K
Kiely Wealth Advisory Group, Inc.	0.04%	No change	663	$65K
Parkside Financial Bank & Trust	0.01%	Add +53.4%	655	$63K
Chesapeake Asset Management LLC	0.06%	Reduce -27.2%	630	$61K
Heck Capital Advisors, LLC	0.01%	Reduce -2.9%	629	$61K
Eagle Bay Advisors LLC	0.04%	No change	629	$61K
Paladin Advisory Group, LLC	0.05%	Reduce -8.3%	627	$61K
Punch & Associates Investment Management, Inc.	0.00%	No change	605	$59K
Fourth Dimension Wealth, LLC	0.03%	—	594	$58K
IMG Wealth Management, Inc.	0.05%	—	579	$56K
Cornerstone Planning Group LLC	0.01%	Reduce -17.3%	572	$56K
Harbor Investment Advisory, LLC	0.01%	Reduce -6.3%	567	$55K
Fortitude Family Office, LLC	0.02%	Add +1786.7%	566	$55K
WR Wealth Planners, LLC	0.02%	No change	561	$54K
Frazier Financial Advisors, LLC	0.04%	New	560	$54K
Vestor Capital, LLC	0.00%	Reduce -2.8%	560	$54K
Copia Wealth Management	0.05%	—	554	$54K
Angeles Investment Advisors, LLC	0.00%	Reduce -94.1%	554	$54K
Transce3nd, LLC	0.02%	—	549	$53K
Caitlin John, LLC	0.04%	No change	540	$52K
Navigoe, LLC	0.05%	—	542	$52K
New Millennium Group LLC	0.03%	New	536	$52K
Curio Wealth, LLC	0.03%	—	514	$50K
CarsonAllaria Wealth Management, Ltd.	0.03%	Add +0.6%	470	$46K
Moisand Fitzgerald Tamayo, LLC	0.01%	No change	469	$45K
POM Investment Strategies, LLC	0.03%	New	462	$45K
Bank of New Hampshire	0.01%	Add +71.7%	455	$44K
Barclays PLC	0.00%	Reduce -99.0%	450	$44K
Stonebridge Financial Group, LLC	0.00%	—	445	$43K
DHJJ Financial Advisors, Ltd.	0.02%	Add +0.2%	431	$42K
Gould Capital, LLC	0.03%	Reduce -62.9%	429	$42K
Steph & Co.	0.01%	No change	423	$41K
Medallion Wealth Advisors, LLC	0.02%	—	407	$39K
Koesten, Hirschmann & Crabtree, INC.	0.02%	Reduce -2.4%	404	$39K
Kimelman & Baird, LLC	0.00%	No change	375	$36K
Ruedi Wealth Management, Inc.	0.01%	Add +3.4%	363	$35K
2UniFi Bank	0.02%	—	361	$35K
Bear Mountain Capital, Inc.	0.01%	Reduce -97.5%	358	$35K
LRI Investments, LLC	0.00%	No change	346	$34K
NFSG Corp	0.01%	New	340	$33K
Roble, Belko & Company, Inc	0.01%	Reduce -68.6%	334	$32K
Greenline Partners, LLC	0.00%	New	318	$31K
Consultiva Wealth Management, Corp.	0.15%	New	317	$31K
JCIC Asset Management Inc.	0.01%	No change	315	$31K
Venturi Wealth Management, LLC	0.00%	Reduce -87.8%	315	$31K
Washington Trust Advisors, Inc.	0.00%	Reduce -39.3%	314	$30K
Elevate Wealth Advisory, Inc.	0.02%	No change	311	$30K
Wagner Wealth Management, LLC	0.01%	Reduce -0.3%	305	$30K
Citizens National Bank Trust Department	0.01%	No change	300	$29K
Atlas Capital Advisors Inc.	0.00%	No change	300	$29K
Gen-Wealth Partners Inc	0.01%	Add +1.0%	294	$28K
Wiser Advisor Group LLC	0.04%	Add +1.4%	280	$27K
Covestor Ltd	0.02%	Reduce -2.9%	265	$26K
Kozak & Associates, Inc.	0.01%	New	268	$26K
Asset Dedication, LLC	0.00%	No change	259	$25K
Bradley & Co. Private Wealth Management, LLC	0.02%	—	254	$25K
Kiker Wealth Management, LLC	0.02%	—	251	$24K
SRH Advisors, LLC	0.01%	Reduce -18.8%	250	$24K
Global Financial Private Client, LLC	0.01%	No change	247	$24K
AllSquare Wealth Management LLC	0.01%	No change	235	$23K
Vermillion Wealth Management, Inc.	0.01%	—	230	$22K
Hopwood Financial Services, Inc.	0.02%	—	226	$22K
Hilltop National Bank	0.01%	No change	220	$21K
Financial Gravity Companies, Inc.	0.00%	Add +6.3%	219	$21K
SJS Investment Consulting Inc.	0.00%	No change	213	$21K
Murphy & Mullick Capital Management Corp	0.02%	—	204	$20K
Capital A Wealth Management, LLC	0.03%	—	201	$19K
Founders Capital Management	0.01%	No change	200	$19K
Integrity Financial Corp	0.01%	New	200	$19K
Main Street Group, LTD	0.01%	No change	200	$19K
Evelyn Partners Investment Management LLP	0.00%	—	200	$19K
Sanctuary Wealth Management, L.L.C.	0.01%	New	199	$19K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.00%	No change	195	$19K
Kentucky Trust Co	0.01%	—	194	$19K
Financial Perspectives, Inc	0.01%	No change	190	$18K
Aventura Private Wealth, LLC	0.01%	—	186	$18K
Tanglewood Legacy Advisors, LLC	0.01%	Add +1.1%	177	$17K
Activest Wealth Management	0.00%	No change	175	$17K
Ironwood Wealth Management, LLC.	0.01%	Reduce -95.2%	167	$16K
Pin Oak Investment Advisors Inc.	0.01%	No change	158	$16K
Barrett & Company, Inc.	0.01%	Reduce -0.7%	153	$15K
Householder Group Estate & Retirement Specialist, LLC	0.01%	Reduce -95.7%	149	$14K
Motco	0.00%	Reduce -73.4%	144	$14K
Laurel Wealth Advisors LLC	0.00%	Reduce -41.3%	142	$14K
Sterling Capital Management LLC	0.00%	New	141	$14K
FSA Wealth Management LLC	0.01%	No change	136	$13K
Colony Family Offices, LLC	0.00%	No change	135	$13K
Vermillion & White Wealth Management Group, LLC	0.01%	No change	117	$11K
Investors Research Corp	0.00%	No change	115	$11K
Carolinas Wealth Consulting LLC	0.00%	Reduce -54.9%	115	$11K
Clarity Asset Management, Inc.	0.01%	Add +1.0%	102	$10K
State of Wyoming	0.00%	No change	100	$10K
Maryland Capital Advisors Inc.	0.00%	New	98	$9K
Oliver Lagore Vanvalin Investment Group	0.00%	No change	93	$9K
Pillar Financial Advisors, LLC	0.01%	—	87	$8K
Nemes Rush Group LLC	0.00%	Add +1.3%	81	$8K
Salomon & Ludwin, LLC	0.00%	No change	79	$8K
Pittenger & Anderson Inc.	0.00%	No change	70	$7K
LGT Financial Advisors LLC	0.01%	Reduce -1.4%	69	$7K
Menard Financial Group LLC	0.00%	New	65	$6K
Townsend Asset Management Corp. /NC/	0.00%	No change	63	$6K
Global Wealth Strategies & Associates	0.00%	Add +7.1%	60	$6K
Optimum Investment Advisors	0.00%	No change	60	$6K
Versant Capital Management, Inc	0.00%	No change	59	$6K
Hartford Financial Management Inc.	0.00%	New	54	$5K
Valley National Advisers Inc.	0.00%	No change	59	$5K
New England Asset Management Inc.	0.00%	No change	50	$5K
Pineridge Advisors LLC	0.00%	Reduce -69.8%	48	$5K
Brown Brothers Harriman & Co.	0.00%	Reduce -56.2%	46	$4K
Coston, McIsaac & Partners	0.00%	No change	45	$4K
EPG Wealth Management LLC	0.00%	No change	38	$4K
Fairscale Capital, LLC	0.00%	New	32	$3K
DiNuzzo Private Wealth, Inc.	0.00%	No change	31	$3K
Semmax Financial Advisors Inc.	0.00%	No change	30	$3K
Aspetuck Financial Management LLC	0.00%	—	30	$3K
Noble Wealth Management PBC	0.00%	—	30	$3K
Boyd Watterson Asset Management LLC	0.00%	No change	30	$3K
Solstein Capital, LLC	0.00%	No change	29	$3K
Compass Financial Services Inc	0.00%	—	28	$3K
Nordwand Advisors, LLC	0.00%	No change	27	$3K
Front Row Advisors LLC	0.00%	No change	27	$3K
JDM Financial Group LLC	0.00%	New	25	$2K
St Germain D J Co. Inc.	0.00%	Reduce -91.1%	25	$2K
Glassman Wealth Services	0.00%	No change	23	$2K
WPG Advisers, LLC	0.00%	—	20	$2K
First United Bank & Trust	0.00%	No change	20	$2K
Mountain Hill Investment Partners Corp.	0.00%	—	18	$2K
Lanark Financial, Inc.	0.16%	—	17	$2K
HighMark Wealth Management LLC	0.00%	Reduce -99.8%	17	$2K
Tortoise Investment Management, LLC	0.00%	Add +25.0%	15	$1K
Prestige Wealth Management Group LLC	0.00%	No change	14	$1K
Sugarloaf Wealth Management, LLC	0.00%	No change	12	$1K
New Republic Capital, LLC	0.00%	Reduce -98.8%	12	$1K
Principia Wealth Advisory, LLC	0.00%	—	10	$969
GE Investment Management Corp.	0.00%	No change	10	$969
Raleigh Capital Management Inc.	0.00%	No change	7	$678
Legacy Bridge, LLC	0.00%	No change	5	$485
Brooklyn Investment Group	0.00%	New	5	$485
Clark Wealth Partners	0.00%	—	3	$291
Iron Horse Wealth Management, LLC	0.00%	No change	3	$250
Parkworth Wealth Management, Inc.	0.00%	—	2	$217
Safe Harbor Fiduciary, LLC	0.00%	No change	1	$97
Hoey Investments, Inc.	0.00%	No change	1	$75

"% 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.