iShares Core U.S. AggregateAGGETF

13F holders, Q1 2025 (March 31)

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

1,931holders −10

118new positions

116sold out

6famous investors

$95.85avg. 13F price*

At the end of Q1 2025, 1,931 institutions reported holding iShares Core U.S. Aggregate (AGG) in their 13F filings, down 10 from Q4 2024. 118 opened new positions and 116 sold out. The largest holders were Jones Financial Companies LLLP ($13.7B), Raymond James Financial Inc. ($8.0B) and Wells Fargo & Company ($5.3B). 6 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

	Institutions	Total Value
New Positions	118	$1.7B
Exits	116	$414.3M

All 13F filers, Q4 2024 → Q1 2025: 80,415,898 shares bought and 41,875,185 shares sold, net +38,540,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,931 holders


Jones Financial Companies LLLP	12.26%	Add +7.5%	138,625,924	$13.7B
Raymond James Financial Inc.	3.03%	Add +4.4%	81,294,683	$8.0B
Wells Fargo & Company	1.29%	Add +0.1%	53,913,190	$5.3B
Envestnet Asset Management Inc.	1.55%	Reduce -6.0%	48,489,412	$4.8B
BlackRock, Inc.	0.09%	Add +3.6%	44,436,586	$4.4B
Bank of America Corp.	0.37%	Reduce -4.0%	41,987,253	$4.2B
US Bancorp \de	4.50%	Add +0.1%	34,065,086	$3.4B
Morgan Stanley	0.22%	Reduce -3.7%	31,408,091	$3.1B
Mercer Global Advisors Inc.	5.94%	Add +11.7%	26,159,713	$2.6B
Betterment LLC	5.13%	Add +10.0%	21,876,462	$2.2B
Goldman Sachs Group Inc.	0.40%	Add +13.9%	21,095,135	$2.1B
Northern Trust Corp.	0.25%	Add +14.4%	16,884,474	$1.7B
Envestnet Portfolio Solutions, Inc.	6.38%	Add +1.1%	16,866,256	$1.7B
Wealth Enhancement Advisory Services, LLC	2.88%	Add +6.0%	15,197,862	$1.5B
Ameriprise Financial Inc.	0.40%	Reduce -22.4%	14,847,660	$1.5B
Mastercard Foundation Asset Management Corp.	3.00%	New	13,825,295	$1.4B
Arizona PSPRS Trust	45.05%	Add +0.7%	13,436,636	$1.3B
Johns Hopkins University	49.49%	Reduce -6.3%	13,260,395	$1.3B
Creative Planning	1.18%	Reduce -1.4%	12,704,025	$1.3B
Acorns Advisers, LLC	11.87%	Add +2.3%	12,513,772	$1.2B
Northwestern Mutual Wealth Management Co.	0.93%	Add +10.7%	11,545,869	$1.1B
Charles Schwab Investment Management Inc.	0.19%	Reduce -6.5%	10,428,154	$1.0B
WealthNavi Inc.	11.38%	Add +2.7%	10,341,692	$1.0B
UBS Group AG	0.22%	Add +15.0%	9,994,236	$988.6M
LPL Financial LLC	0.38%	Add +7.3%	9,948,608	$984.1M
JPMorgan Chase & Co.	0.07%	Reduce -5.6%	9,808,101	$970.2M
Mariner, LLC	1.52%	Add +15.9%	9,238,165	$913.8M
Avantax Advisory Services, Inc.	5.54%	Add +2.7%	9,233,202	$913.3M
PNC Financial Services Group, Inc.	0.46%	Add +1.3%	8,935,306	$883.9M
Tiaa Trust, National Association	2.71%	Reduce -1.3%	8,769,111	$867.4M
FMR LLC	0.05%	Reduce -21.8%	7,862,183	$777.7M
Captrust Financial Advisors	1.91%	Add +27.5%	7,685,672	$760.3M
Truist Financial Corp.	1.06%	Reduce -5.8%	6,696,309	$662.4M
Stifel Financial Corp.	0.67%	Add +1.0%	6,329,939	$626.2M
Cerity Partners LLC	1.27%	Add +6.8%	6,246,217	$617.9M
Members Trust Co	18.34%	Add +1.1%	5,322,563	$526.5M
Factory Mutual Insurance Co.	6.07%	Reduce -8.7%	5,292,657	$523.5M
Cetera Investment Advisers	1.00%	Add +8.0%	5,221,839	$516.5M
Royal Bank of Canada	0.11%	Reduce -2.4%	5,076,363	$502.2M
Bank of New York Mellon Corp	0.10%	Reduce -9.3%	4,991,054	$493.7M
Rwa Wealth Partners, LLC	6.13%	Add +8534.9%	4,916,363	$486.3M
Prudential Financial Inc.	0.67%	Reduce -36.0%	4,836,472	$472.4M
Mackenzie Financial Corp.	0.66%	Add +0.2%	4,722,900	$467.2M
D.A. Davidson & Co.	3.53%	Add +4.8%	4,436,224	$438.8M
Balentine LLC	18.29%	Reduce -3.3%	4,414,763	$436.7M
Constellation Investments, Inc.	19.50%	Reduce -6.7%	4,148,929	$410.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	2.31%	Add +180.6%	3,948,422	$390.6M
Vantagepoint Investment Advisers LLC	41.73%	Add +13.8%	3,699,718	$366.0M
Citigroup Inc.	0.26%	Reduce -4.5%	3,452,100	$341.5M
SageView Advisory Group, LLC	14.30%	Add +7.9%	3,391,240	$335.5M
SigFig Wealth Management, LLC	11.02%	Add +2.3%	3,092,836	$305.0M
Janus Henderson Group PLC	0.17%	Add +0.2%	3,083,808	$304.5M
Simplify Asset Management Inc.	14.07%	Add +31.4%	3,046,844	$301.4M
United Services Automobile Association	8.97%	No change	2,953,780	$291.6M
South Dakota Investment Council	5.96%	Add +0.3%	2,945,885	$291.4M
Alliancebernstein L.P.	0.09%	Add +5.6%	2,569,931	$254.2M
Mason Street Advisors, LLC	32.03%	Reduce -1.2%	2,545,100	$251.8M
Dynasty Wealth Management, LLC	4.11%	Reduce -15.5%	2,491,089	$246.4M
EP Wealth Advisors, LLC	1.85%	Add +1.3%	2,345,970	$232.1M
Commonwealth Equity Services, LLC	0.32%	Add +22.8%	2,281,427	$225.7M
Blue Trust, Inc.	2.86%	Add +0.3%	2,256,473	$223.2M
Prime Capital Investment Advisors, LLC	2.42%	Add +39.3%	2,098,708	$207.6M
Disciplina Capital Management LLC	30.19%	Add +5.4%	2,098,388	$207.6M
Stairway Partners, LLC	12.46%	Add +1.1%	2,042,984	$202.1M
Quotient Wealth Partners, LLC	6.37%	Reduce -17.6%	2,016,188	$199.4M
HighTower Advisors, LLC	0.27%	Add +2.6%	2,014,050	$199.2M
Corient Private Wealth LP	0.32%	Add +112.6%	1,982,826	$196.1M
&partners	2.08%	Add +23.4%	1,974,775	$195.7M
Jane Street Group, LLC	0.33%	New	1,831,840	$181.2M
O'shaughnessy Asset Management, LLC	1.40%	Add +4.9%	1,756,236	$173.7M
Axxcess Wealth Management, LLC	4.62%	Reduce -4.4%	1,708,110	$169.0M
Charter Oak Capital Management, LLC	15.14%	Add +2.7%	1,667,009	$164.9M
Osaic Holdings, Inc.	0.37%	Add +37.5%	1,664,164	$164.7M
Bank of Montreal	0.09%	Add +12.6%	1,652,157	$163.4M
Capital Asset Advisory Services LLC	7.98%	Reduce -2.5%	1,583,834	$156.6M
Cahaba Wealth Management, Inc.	12.72%	Add +2.7%	1,553,935	$153.7M
MML Investors Services, LLC	0.51%	Add +27.9%	1,546,570	$153.0M
Destination Wealth Management	4.51%	Add +5.2%	1,446,048	$143.0M
Mitsubishi UFJ Trust & Banking Corp	0.36%	No change	1,413,455	$139.8M
Citadel Advisors	0.14%	Add +692.9%	1,402,378	$138.7M
Forvis Mazars Wealth Advisors, LLC	3.30%	Add +2.3%	1,391,690	$137.7M
Wesbanco Bank Inc.	4.49%	Add +3.4%	1,305,635	$129.2M
GenTrust, LLC	6.16%	Reduce -4.0%	1,297,999	$128.4M
Rebalance, LLC	9.44%	Add +2.0%	1,296,424	$128.2M
Kingsview Wealth Management, LLC	2.38%	Reduce -0.9%	1,275,465	$126.2M
Trajan Wealth LLC	6.72%	Add +20.4%	1,245,729	$123.2M
Howard Capital Management, LLC	3.05%	Add +12.3%	1,227,725	$121.4M
Mill Creek Capital Advisors, LLC	2.94%	Add +4.5%	1,225,487	$121.2M
Trustmark Bank Trust Department	8.88%	Reduce -3.3%	1,211,502	$119.8M
Allspring Global Investments Holdings, LLC	0.21%	Reduce -46.9%	1,198,318	$118.5M
Country Trust Bank	2.94%	Reduce -2.1%	1,179,688	$116.7M
Cambridge Investment Research Advisors, Inc.	0.39%	Reduce -12.0%	1,175,400	$116.3M
Steward Partners Investment Advisory, LLC	1.00%	Add +6.6%	1,144,249	$113.2M
Sumitomo Mitsui Financial Group, Inc.	2.05%	Add +8.1%	1,132,463	$112.0M
Sagespring Wealth Partners, LLC	2.64%	Reduce -3.9%	24,537,007	$104.8M
Fisher Asset Management	0.04%	Add +2.7%	1,046,888	$103.6M
HSBC Holdings PLC	0.07%	Reduce -2.4%	1,035,518	$102.4M
Principal Securities, Inc.	2.28%	Add +0.9%	1,052,405	$102.0M
Crestwood Advisors Group, LLC	1.92%	Add +5.4%	1,020,086	$100.9M
Ritholtz Wealth Management	2.97%	Add +9.3%	1,003,356	$99.3M
Graves Light Lenhart Wealth, Inc.	12.12%	Add +0.3%	998,158	$98.7M
Sumitomo Mitsui Trust Group, Inc.	0.07%	No change	992,594	$98.2M
Tidal Investments LLC	0.82%	Reduce -0.5%	981,162	$96.8M
Keybank National Association	0.39%	Reduce -1.7%	974,589	$96.4M
BNP Paribas Financial Markets	0.07%	Add +0.8%	963,520	$95.3M
Center for Financial Planning, Inc.	12.06%	Add +57.3%	954,079	$94.4M
FORM Wealth Advisors, LLC	12.49%	—	929,705	$92.0M
Beacon Pointe Advisors, LLC	1.03%	Add +2.0%	926,668	$91.7M
Cambridge Associates LLC /Ma/	2.60%	Add +4.2%	914,509	$90.5M
Thrivent Financial for Lutherans	0.20%	Reduce -9.2%	915,150	$90.1M
1832 Asset Management L.P.	0.16%	Reduce -1.7%	869,665	$86.0M
National Philanthropic Trust	1.39%	Reduce -1.3%	868,791	$85.9M
Rock Creek Group LLC	10.05%	Add +20.5%	859,227	$84.8M
Baker Avenue Asset Management, LP	2.65%	Add +2.3%	854,748	$84.6M
Quadrant Capital Group LLC	3.13%	Add +1937.8%	852,121	$84.3M
Gerber Kawasaki Wealth & Investment Management	3.77%	Add +10.6%	847,280	$83.8M
Old Mission Capital LLC	1.56%	Add +296.8%	816,385	$80.8M
Focus Partners Wealth	0.20%	Reduce -0.4%	805,134	$79.6M
Steele Capital Management, Inc.	4.14%	Add +0.6%	803,669	$79.5M
Rational Advisors, Inc.	8.27%	Reduce -9.0%	796,899	$78.8M
NewEdge Advisors, LLC	0.46%	Reduce -4.0%	786,211	$77.8M
Zacks Investment Management	0.72%	Add +10.3%	779,962	$77.2M
Alerus Financial NA	6.12%	Reduce -2.2%	772,570	$76.4M
Voya Investment Management LLC	0.10%	Reduce -1.7%	770,608	$76.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	0.20%	Add +94.6%	2,472,801	$76.1M
Meridian Wealth Partners, LLC	12.14%	Add +0.3%	769,046	$76.1M
Mirae Asset Global Investments Co., Ltd.	0.31%	Reduce -10.2%	766,194	$75.6M
Evoke Wealth, LLC	1.97%	Reduce -9.1%	764,238	$75.6M
iA Global Asset Management Inc.	1.29%	Add +239.2%	759,787	$75.2M
United Capital Financial Advisors, LLC	0.64%	Add +3.8%	754,512	$74.6M
Juniper Hill Capital Management LP	18.16%	No change	736,489	$72.9M
Orion Porfolio Solutions, LLC	0.71%	Add +4.1%	735,175	$72.7M
Orion Portfolio Solutions, LLC	0.71%	Add +4.1%	735,175	$72.7M
Wilmington Savings Fund Society, FSB	1.35%	Add +74.2%	730,369	$72.2M
T. Rowe Price Associates Inc.	0.01%	Add +31.3%	720,405	$71.3M
Smith & Howard Wealth Management, LLC	19.28%	Add +16.8%	713,245	$70.6M
Brookstone Capital Management	1.01%	Reduce -3.2%	712,489	$70.5M
PDS Planning, Inc	5.84%	Add +2.0%	700,903	$69.3M
Franklin Resources Inc.	0.02%	Reduce -0.0%	690,035	$68.3M
Assetmark, Inc.	0.18%	Reduce -34.5%	679,512	$67.2M
Charles Schwab Trust Co	5.56%	Reduce -4.6%	671,121	$66.4M
Professional Financial Advisors, LLC	16.80%	Add +0.6%	668,874	$66.2M
Fifth Third Bancorp	0.25%	Add +3.8%	668,296	$66.1M
Freestone Capital Holdings, LLC	2.47%	Add +4.9%	666,981	$66.0M
Janney Montgomery Scott LLC	0.19%	Reduce -4.6%	662,731	$65.6M
Wealthspire Retirement, LLC	5.20%	Add +5.1%	662,686	$65.6M
First Citizens Asset Management, Inc.	25.39%	Add +0.5%	659,942	$65.3M
Stamos Capital Partners, L.P.	17.04%	Add +7.0%	658,423	$65.1M
Comerica Bank	0.27%	Reduce -23.5%	658,246	$65.1M
Affiance Financial, LLC	15.04%	Add +13.1%	652,521	$64.5M
Focus Financial Network, Inc.	2.60%	Add +13.3%	643,714	$63.7M
Trust Co	7.49%	Reduce -34.6%	638,030	$63.1M
Kestra Private Wealth Services, LLC	1.05%	Add +0.4%	637,948	$63.1M
BLB&B Advisors, LLC	3.21%	Add +6.4%	637,819	$63.1M
Sand Hill Global Advisors, LLC	2.58%	Reduce -4.3%	632,270	$62.5M
Cable Hill Partners, LLC	6.10%	Add +9.3%	630,748	$62.5M
McKinley Carter Wealth Services, Inc.	3.82%	Reduce -0.6%	627,658	$62.1M
Efficient Advisors, LLC	3.93%	Reduce -1.9%	609,875	$60.3M
M&T Bank Corp	0.22%	Add +10.5%	608,635	$60.2M
Cwm, LLC	0.24%	Reduce -11.2%	604,280	$59.8M
Bar Harbor Wealth Management	3.91%	Add +3.9%	596,769	$59.0M
JFS Wealth Advisors, LLC	3.93%	Add +4.0%	586,372	$58.0M
1607 Capital Partners, LLC	4.65%	Add +20.7%	583,255	$57.7M
Summit Global Investments	4.16%	Add +7.7%	578,176	$57.2M
Park Avenue Securities LLC	0.68%	Reduce -3.1%	557,049	$55.1M
Bell Bank	2.94%	Add +6.8%	551,354	$54.5M
Rhumbline Advisers	0.05%	Add +15.1%	546,098	$54.0M
Lido Advisors, LLC	0.32%	Reduce -7.8%	545,951	$54.0M
Bouchey Financial Group, Ltd.	4.86%	Add +3.3%	545,128	$53.9M
Wealthspire Advisors, LLC	0.31%	Add +95.2%	530,678	$52.5M
Adaptive Financial Consulting, LLC	22.39%	Add +0.1%	528,459	$52.3M
Sunflower Bank, N.A.	14.45%	Add +1.4%	521,090	$51.5M
First Citizens Bank & Trust Co.	1.30%	Add +3.3%	10,625,620	$51.1M
Liquid Strategies, LLC	9.55%	Reduce -2.9%	512,311	$50.7M
Ellenbecker Investment Group	9.11%	Add +21.5%	512,059	$50.7M
Amarillo National Bank	9.82%	Reduce -1.9%	510,064	$50.5M
Hantz Financial Services, Inc.	0.87%	Add +16.6%	502,418	$49.7M
New York Life Investment Management LLC	0.50%	Reduce -0.7%	495,731	$49.0M
Bricktown Capital, LLC	9.15%	Add +22.3%	493,900	$48.9M
Zions Bancorporation, National Association	3.06%	—	490,942	$48.6M
Cornerstone Wealth Group, LLC	4.01%	Reduce -29.0%	488,530	$48.3M
Mascoma Wealth Management LLC	11.70%	Add +7.1%	474,928	$47.0M
P/E Global LLC	10.61%	Add +2.3%	474,097	$46.9M
GoalFusion Wealth Management, LLC	25.65%	Add +4.9%	473,921	$46.9M
Beirne Wealth Consulting Services, LLC	16.27%	Add +1.1%	461,574	$45.7M
Metropolitan Life Insurance Co	21.08%	Reduce -0.8%	460,803	$45.6M
Victory Capital Management Inc.	0.05%	Reduce -38.7%	447,558	$44.3M
Chaney Capital Management, Inc.	19.65%	Add +69.9%	445,884	$44.1M
First Horizon Advisors, Inc.	1.24%	Reduce -17.7%	443,826	$43.9M
Cullen/Frost Bankers, Inc.	0.61%	Reduce -1.8%	440,002	$43.5M
Walker Financial Services, Inc.	22.42%	Add +12.3%	432,524	$42.8M
MTC Wealth Management LLC	20.99%	Reduce -3.7%	431,946	$42.7M
Baird Financial Group, Inc.	0.08%	Add +1.0%	429,015	$42.4M
Verger Capital Management LLC	18.56%	Add +12.1%	426,511	$42.2M
Vicus Capital	3.85%	Reduce -0.6%	417,769	$41.3M
JT Stratford LLC	7.35%	Reduce -12.4%	417,691	$41.3M
Allworth Financial LP	0.23%	Add +10.4%	420,180	$41.3M
Mather Group, Llc.	0.47%	Add +13.2%	415,055	$41.1M
Keel Point, LLC	3.19%	Add +4.7%	414,877	$41.0M
Bristlecone Advisors, LLC	3.35%	Add +2.3%	413,983	$41.0M
NEOS Investment Management LLC	0.78%	Add +27.5%	415,175	$40.9M
Buck Wealth Strategies, LLC	7.39%	Add +131.3%	410,943	$40.7M
Full Sail Capital, LLC	2.61%	Add +1.0%	408,258	$40.4M
Gridiron Partners, LLC	25.73%	No change	406,537	$40.2M
CIBC Private Wealth Group LLC	0.08%	Add +0.8%	411,077	$40.2M
DB Fitzpatrick & Co, Inc	37.91%	Add +6.0%	403,078	$39.9M
Private Advisor Group, LLC	0.24%	Reduce -7.2%	401,172	$39.7M
TD Private Client Wealth LLC	1.09%	Add +5.9%	400,985	$39.7M
Prosperity Consulting Group, LLC	3.04%	Reduce -10.7%	397,767	$39.3M
Legacy Financial Strategies, LLC	8.57%	Add +1.0%	397,134	$39.3M
Equitable Holdings, Inc.	0.37%	Reduce -7.8%	396,742	$39.2M
Tandem Wealth Advisors LLC	20.47%	Add +0.3%	395,718	$39.1M
Twele Capital Management, Inc.	8.30%	Reduce -2.7%	395,511	$39.1M
Arbor Investment Advisors, LLC	5.34%	Add +37.6%	395,057	$39.1M
Single Point Partners, LLC	9.09%	Add +1.3%	405,452	$38.7M
Abound Wealth Management	12.84%	Add +6.4%	388,788	$38.5M
First Washington CORP	13.33%	Add +18.3%	383,767	$38.0M
Acorn Financial Advisory Services Inc.	6.83%	Reduce -3.1%	381,723	$37.8M
First Business Financial Services, Inc.	3.69%	Reduce -8.8%	379,765	$37.6M
Fort Point Capital Partners LLC	4.18%	Add +6.8%	378,114	$37.4M
Robertson Stephens Wealth Management, LLC	1.40%	Add +1.0%	377,680	$37.4M
Prentice Wealth Management LLC	10.79%	Reduce -15.6%	377,678	$37.4M
Fulton Breakefield Broenniman LLC	2.70%	Add +12.2%	377,567	$37.3M
Wealthcare Advisory Partners LLC	1.00%	Add +12.6%	376,256	$37.2M
Ascent Group, LLC	1.60%	Add +86.5%	375,968	$37.2M
Bank of Nova Scotia	0.08%	Add +29.7%	375,543	$37.1M
Kestra Advisory Services, LLC	0.18%	Reduce -3.1%	371,116	$36.7M
Lockheed Martin Investment Management Co.	1.49%	No change	369,925	$36.6M
eCIO, Inc.	14.63%	—	369,352	$36.5M
Cornerstone Management, Inc.	6.83%	Add +1.1%	368,715	$36.5M
Arax Advisory Partners	2.33%	Add +7.8%	366,560	$36.3M
Black Diamond Financial, LLC	5.42%	Add +7.3%	365,143	$36.1M
Boyd Wealth Management, LLC	17.97%	Add +47.3%	364,543	$36.1M
Ameritas Investment Partners, Inc.	1.24%	Reduce -7.1%	363,386	$35.9M
First Foundation Advisors	1.46%	Add +18.5%	363,229	$35.9M
Provenance Wealth Advisors, LLC	5.09%	Reduce -37.2%	358,079	$35.4M
First Merchants Corp.	1.38%	Reduce -42.4%	350,506	$34.7M
Baron Silver Stevens Financial Advisors, LLC	5.99%	Add +1.2%	345,880	$34.2M
Great Valley Advisor Group, Inc.	0.74%	Add +10.4%	345,716	$34.2M
Tectonic Advisors LLC	2.14%	Add +8.0%	345,612	$34.2M
Tanager Wealth Management LLP	4.44%	Reduce -0.3%	345,050	$34.1M
Strategic Investment Management, LLC	13.68%	No change	344,400	$34.1M
Koss-Olinger Consulting, LLC	2.87%	Add +5.2%	344,207	$34.0M
Flagship Harbor Advisors, LLC	1.76%	Add +3.1%	339,119	$33.5M
Bokf, NA	0.59%	Reduce -18.2%	337,198	$33.4M
Spire Wealth Management	1.06%	Add +0.5%	335,232	$33.2M
Marquette Asset Management, LLC	5.80%	Reduce -20.8%	332,778	$32.9M
LVZ, Inc.	4.29%	Add +5.9%	330,172	$32.7M
Bright Financial Advisors, Inc.	19.88%	Add +2.1%	327,246	$32.4M
MAI Capital Management	0.24%	Add +6.9%	325,521	$32.2M
Transform Wealth, LLC	1.91%	Add +14.9%	318,010	$31.5M
Bremer Bank National Association	5.54%	Add +0.8%	314,328	$31.1M
Composition Wealth, LLC	0.62%	Add +1.7%	313,962	$31.1M
Vestmark Advisory Solutions, Inc.	0.80%	Add +43.2%	313,233	$31.0M
United Bank	3.94%	Add +3.0%	312,923	$31.0M
Towercrest Capital Management	5.88%	Reduce -16.0%	312,686	$30.9M
Man Group plc	0.10%	Add +740.7%	312,313	$30.9M
Smithfield Trust Co	1.54%	Add +10.5%	310,074	$30.7M
Shakespeare Wealth Management, LLC	8.12%	Add +2.0%	306,737	$30.3M
Capital Insight Partners, LLC	5.22%	Reduce -0.4%	302,257	$29.9M
ETF Portfolio Partners, Inc.	8.91%	Reduce -29.9%	299,312	$29.6M
Northwestern Mutual Investment Management Company, LLC	0.47%	Reduce -3.3%	297,407	$29.4M
Waverly Advisors, LLC	0.36%	Add +14.6%	297,119	$29.4M
Dakota Wealth Management	0.68%	Add +1.6%	295,123	$29.2M
Passaic Partners LLC	4.42%	Reduce -13.9%	294,998	$29.2M
Fairview Capital Investment Management, LLC	1.54%	Add +6.2%	293,823	$29.1M
Legacy Private Trust Co.	1.99%	Reduce -5.1%	292,027	$28.9M
AdvisorNet Financial, Inc	2.14%	Add +10.9%	290,810	$28.8M
Grey Fox Wealth Advisors, LLC	7.63%	Reduce -5.1%	288,986	$28.6M
Unique Wealth, LLC	5.39%	Add +6.3%	288,568	$28.5M
Connable Office Inc.	2.96%	Add +3.0%	281,151	$27.8M
GP Brinson Investments LLC	12.17%	No change	280,650	$27.8M
Hancock Whitney Corp.	0.90%	Reduce -2.8%	279,342	$27.6M
Atria Wealth Solutions, Inc.	0.33%	Reduce -13.5%	277,775	$27.5M
TD Capital Management LLC	2.78%	Reduce -0.5%	277,185	$27.4M
First Bank & Trust	5.30%	Reduce -0.3%	276,786	$27.4M
Phillips Financial Management, LLC	2.12%	Reduce -3.3%	276,715	$27.4M
Integrity Alliance, Llc.	1.08%	Add +47.5%	276,575	$27.4M
Scotia Capital Inc.	0.15%	Add +32.5%	276,473	$27.3M
Fort Henry Capital, LLC	19.56%	Add +0.6%	275,387	$27.2M
Sanctuary Advisors, LLC	0.19%	Reduce -51.7%	274,906	$27.2M
Founders Financial Securities LLC	2.28%	Add +0.0%	272,480	$26.9M
Greenspring Advisors, LLC	6.32%	Reduce -0.3%	269,270	$26.6M
Parkside Advisors LLC	6.39%	Add +1.3%	268,184	$26.5M
Perigon Wealth Management, LLC	0.68%	Add +8.3%	267,680	$26.5M
Hudson Capital Management LLC	8.35%	Add +1.7%	267,341	$26.4M
Cresset Asset Management, LLC	0.13%	Reduce -22.8%	266,016	$26.3M
World Investment Advisors	0.68%	Reduce -35.6%	266,010	$26.3M
Galvin, Gaustad & Stein, LLC	2.38%	Add +2.1%	265,336	$26.2M
Rockefeller Capital Management L.P.	0.06%	Reduce -34.9%	262,166	$25.9M
Lineweaver Wealth Advisors, LLC	4.36%	Add +9.3%	258,580	$25.6M
MV Capital Management, Inc.	2.73%	Reduce -3.8%	257,049	$25.4M
Heartwood Wealth Advisors LLC	2.89%	Add +6.9%	255,734	$25.3M
Regions Financial Corp.	0.19%	Reduce -11.3%	254,101	$25.1M
Mutual Advisors, LLC	0.72%	Add +128.3%	253,365	$25.0M
Eley Financial Management, Inc	9.93%	Add +1.3%	250,459	$24.8M
DT Investment Partners, LLC	2.39%	Reduce -17.9%	250,457	$24.8M
Horizon Investments, LLC	0.73%	Reduce -6.8%	249,849	$24.6M
Parallel Advisors, LLC	0.55%	Reduce -13.9%	247,405	$24.5M
Summit Financial, LLC	0.69%	Add +33.8%	247,123	$24.4M
Golden State Wealth Management, LLC	3.63%	Add +2.3%	246,826	$24.4M
Beacon Investment Advisory Services, Inc.	1.13%	Add +9.2%	245,112	$24.2M
Octavia Wealth Advisors, LLC	2.93%	Add +7.8%	244,224	$24.2M
Coldstream Capital Management Inc.	0.51%	Add +121.7%	243,979	$24.1M
BayBridge Capital Group, LLC	17.34%	Add +7.7%	243,726	$24.1M
Elm Partners Management LLC	1.55%	Reduce -45.3%	242,619	$24.0M
Signal Advisors Wealth, LLC	2.34%	Add +49.1%	241,844	$23.9M
Foguth Wealth Management, LLC.	5.78%	Add +136.3%	240,960	$23.8M
Wrapmanager Inc.	6.24%	Add +16.0%	240,056	$23.7M
Financial Designs Corp	16.52%	Reduce -0.9%	239,852	$23.7M
Bank of Hawaii	1.36%	Add +6.8%	238,850	$23.6M
Atlatl Advisers LLC	15.30%	New	238,018	$23.5M
Madison Asset Management, LLC	0.26%	Add +23.5%	237,051	$23.4M
Marcum Wealth, LLC	2.02%	Add +3.2%	236,340	$23.4M
SBI Securities Co., Ltd.	0.78%	Add +7.0%	235,753	$23.3M
Matrix Trust Co	3.93%	Add +0.2%	235,519	$23.3M
Pure Financial Advisors, LLC	0.49%	Add +5.1%	235,331	$23.3M
Summit Wealth Partners, LLC	4.72%	Reduce -0.3%	234,999	$23.2M
Concurrent Investment Advisors, LLC	0.56%	Reduce -71.1%	234,147	$23.2M
Visionary Wealth Advisors	1.39%	Reduce -0.8%	233,919	$23.1M
NewEdge Wealth, LLC	0.42%	Add +39.6%	233,907	$23.1M
Advisory Services Network, LLC	0.44%	Reduce -0.3%	233,818	$23.1M
Gotham Asset Management	0.19%	Add +622.1%	232,512	$23.0M
Fiduciary Group, LLC	2.29%	Add +21.0%	231,128	$22.9M
Pinnacle Financial Partners Inc	0.46%	Add +16.7%	230,007	$22.7M
CWA Asset Management Group, LLC	1.09%	Add +14.3%	229,084	$22.7M
Chemung Canal Trust Co.	4.97%	Reduce -6.5%	228,687	$22.6M
Level Four Advisory Services, LLC	0.93%	Add +18.5%	228,331	$22.6M
Cultivar Capital, Inc.	18.15%	Add +2.7%	228,064	$22.6M
Syon Capital LLC	1.82%	Reduce -31.6%	225,936	$22.3M
TCI Wealth Advisors, Inc.	1.78%	Reduce -0.3%	224,285	$22.2M
Snider Financial Group	7.20%	Reduce -0.9%	223,862	$22.1M
Ameliora Wealth Management Ltd.	8.28%	Add +3.2%	222,572	$22.0M
Clearstead Advisors, LLC	0.34%	Reduce -31.5%	222,281	$22.0M
National Bank of Canada	0.03%	Reduce -59.0%	221,535	$21.9M
Onyx Bridge Wealth Group LLC	3.11%	Reduce -0.8%	219,264	$21.7M
Vantage Financial Partners, LLC	5.38%	Reduce -35.3%	218,669	$21.6M
Verdence Capital Advisors LLC	1.65%	Add +12.0%	218,011	$21.6M
Lutz Financial Services LLC	1.76%	Reduce -2.2%	217,103	$21.5M
Valmark Advisers, Inc.	0.32%	Add +4.9%	216,408	$21.4M
Main Street Financial Solutions, LLC	1.84%	Add +2.2%	214,528	$21.2M
Berger Financial Group, Inc	1.47%	Reduce -8.5%	214,048	$21.2M
First Hawaiian Bank	3.08%	Reduce -28.2%	213,529	$21.1M
Hudock, Inc.	3.67%	Add +5.8%	212,262	$21.0M
Fund Evaluation Group, LLC	0.90%	Add +199.2%	211,140	$20.9M
Integrated Wealth Concepts LLC	0.24%	Add +29.5%	208,072	$20.6M
Sowell Financial Services LLC	0.94%	Add +14.1%	207,723	$20.5M
Brown Advisory Inc.	0.03%	Reduce -8.7%	207,619	$20.5M
Common Fund for Nonprofit Organizations	2.28%	Add +11.6%	207,265	$20.5M
Garde Capital, Inc.	1.16%	New	205,205	$20.3M
Farther Finance Advisors, LLC	0.52%	Reduce -3.6%	204,509	$20.2M
Compound Planning, Inc.	0.92%	Reduce -6.7%	203,427	$20.1M
Modera Wealth Management, LLC	0.27%	Reduce -0.1%	201,886	$20.0M
Catalyst Financial Partners LLC	3.61%	Add +4.8%	198,321	$19.6M
Souders Financial Advisors	2.68%	Reduce -14.1%	193,925	$19.2M
Patriot Investment Management Group, Inc.	1.44%	Add +2.8%	193,703	$19.2M
Ted Buchan & Co	9.02%	Reduce -0.5%	192,777	$19.1M
Freedom Investment Management, Inc.	1.60%	Add +2.9%	192,666	$19.1M
Ballast Advisors LLC	6.03%	Reduce -1.2%	191,183	$18.9M
Colton Groome Financial Advisors, LLC	7.30%	Add +3.1%	190,004	$18.8M
Regimen Wealth, LLC	5.95%	Add +0.7%	186,965	$18.5M
NorthCrest Asset Manangement, LLC	0.55%	Add +22.1%	184,813	$18.3M
Permanent Capital Management, LP	5.23%	Add +1.2%	184,503	$18.3M
Sheridan Capital Management, LLC	13.05%	Add +0.5%	181,116	$17.9M
Strategic Financial Partners, Ltd.	9.33%	Add +57.1%	179,124	$17.7M
Diversified Trust Co.	0.44%	Add +2.5%	179,104	$17.7M
Sigma Planning Corp	0.56%	Add +0.5%	178,494	$17.7M
Stratos Wealth Advisors, LLC	0.97%	Reduce -6.2%	178,380	$17.6M
Elevatus Welath Management	9.92%	Add +132.4%	176,878	$17.5M
Stratos Wealth Partners, LTD.	0.27%	Reduce -8.3%	176,785	$17.5M
Lowe Brockenbrough & Co. Inc.	1.14%	Add +13.7%	175,675	$17.4M
Kelly Financial Group LLC	5.43%	Add +24.9%	175,498	$17.4M
Genus Capital Management Inc.	2.50%	—	174,270	$17.2M
GWN Securities Inc.	0.97%	Add +5166.1%	176,994	$17.2M
Tiemann Investment Advisors, LLC	7.79%	Add +10.7%	173,527	$17.2M
SCS Capital Management LLC	0.22%	Reduce -11.6%	172,786	$17.1M
Financial Advocates Investment Management	1.19%	Reduce -6.0%	171,765	$17.0M
Choreo, LLC	0.26%	Reduce -17.9%	171,119	$16.9M
Waterloo Capital, L.P.	1.57%	Add +6.9%	170,452	$16.9M
Cordgrass Capital Advisors, LLC	4.80%	Add +2.3%	169,627	$16.8M
Silver Coast Investments LLC	6.36%	Reduce -2.1%	169,545	$16.8M
Earned Wealth Advisors, LLC	3.66%	New	168,628	$16.7M
Omega Financial Group, LLC	6.40%	Add +5.1%	168,444	$16.7M
Watershed Private Wealth LLC	6.63%	Add +29.5%	167,754	$16.6M
Bartlett & Co. Wealth Management LLC	0.24%	Reduce -9.6%	167,339	$16.6M
Financial Engines Advisors L.L.C.	0.04%	Reduce -8.7%	167,236	$16.5M
Insight 2811, Inc.	8.35%	Add +15.3%	166,216	$16.4M
Texas Capital Bank Wealth Management Services Inc	1.65%	Add +3.3%	165,182	$16.3M
Qube Research & Technologies Ltd	0.03%	Add +9.5%	165,100	$16.3M
WASHINGTON TRUST Co	0.63%	Reduce -1.3%	164,959	$16.3M
High Note Wealth, LLC	4.01%	Add +96.1%	163,812	$16.2M
Joel Adams & Associates, Inc.	14.50%	Add +8.3%	162,951	$16.1M
Principal Financial Group Inc.	0.01%	Add +3.4%	161,939	$16.0M
Florida Trust Wealth Management Co	0.52%	Add +3.6%	161,848	$16.0M
Alpha Financial Partners LLC	12.83%	Reduce -3.6%	161,633	$16.0M
Eight 31 Financial, LLC	10.25%	Add +764.1%	161,265	$16.0M
Chesapeake Wealth Management	5.69%	Add +3.8%	161,256	$16.0M
Sequoia Financial Advisors, LLC	0.12%	Reduce -4.1%	159,780	$15.8M
Foundations Investment Advisors, LLC	0.29%	Add +905.9%	158,877	$15.7M
Schroder Investment Management Group	0.02%	No change	158,926	$15.7M
Silverleafe Capital Partners, LLC	5.32%	Add +1.3%	156,393	$15.5M
Ally Invest Advisors Inc.	1.31%	Add +8.5%	154,892	$15.3M
Susquehanna International Group, LLP	0.03%	Reduce -56.7%	154,452	$15.3M
Webster Bank, N. A.	1.68%	Reduce -3.0%	154,317	$15.3M
Oppenheimer Asset Management Inc.	0.19%	Add +1.4%	153,840	$15.2M
Sound Financial Strategies Group, LLC	13.57%	Reduce -15.3%	153,682	$15.2M
Financial & Tax Architects, LLC	3.81%	Reduce -6.5%	153,620	$15.2M
Providence First Trust Co	6.14%	Reduce -4.8%	153,183	$15.2M
James J. Burns & Company, LLC	2.71%	Add +4.3%	153,034	$15.1M
Cercano Management LLC	0.44%	No change	151,570	$15.0M
GPS Wealth Strategies Group, LLC	2.02%	Add +11.8%	151,569	$15.0M
Prospera Financial Services Inc	0.34%	Reduce -6.6%	150,824	$14.9M
Cliftonlarsonallen Wealth Advisors, LLC	0.28%	Reduce -84.4%	149,871	$14.8M
Sunesis Advisors, LLC	8.02%	Reduce -0.3%	149,426	$14.8M
Sandy Cove Advisors, LLC	5.92%	Add +2.1%	148,882	$14.7M
Motive Wealth Advisors	7.84%	Add +39.6%	148,217	$14.7M
Fiducient Advisors LLC	1.81%	Reduce -0.8%	146,695	$14.5M
HB Wealth Management, LLC	0.12%	Add +96.2%	146,607	$14.5M
Zhang Financial LLC	0.76%	Add +352.4%	145,177	$14.4M
Interactive Financial Advisors, Inc.	7.54%	Add +0.8%	144,383	$14.3M
Readystate Asset Management LP	1.28%	New	142,300	$14.1M
Tide Cove Capital Partners LLC	12.24%	Add +0.6%	142,224	$14.1M
Barings LLC	0.36%	Add +11.8%	141,889	$14.0M
Clearwater Capital Advisors, LLC	1.35%	Reduce -2.8%	141,661	$14.0M
Family Capital Trust Co	4.99%	Add +3.4%	140,599	$13.9M
Robinswood Financial LLC	5.13%	Add +5.6%	140,300	$13.9M
High Net Worth Advisory Group LLC	3.91%	Add +4.8%	140,228	$13.9M
Central Bank & Trust Co.	2.29%	Reduce -29.1%	138,780	$13.7M
FC Advisory LLC	4.63%	Add +1.6%	138,487	$13.7M
Calamos Wealth Management LLC	0.69%	Add +5.3%	138,271	$13.7M
Montecito Bank & Trust	2.42%	Reduce -5.6%	138,247	$13.7M
Fagan Associates, Inc.	2.27%	Add +0.7%	137,573	$13.6M
Natixis Advisors, LLC	0.03%	Reduce -50.6%	137,205	$13.6M
Creekmur Asset Management LLC	2.81%	Add +3.4%	135,482	$13.4M
Peddock Capital Advisors, LLC	3.36%	Reduce -4.7%	133,961	$13.3M
GRIMES & Co WEALTH MANAGEMENT, LLC	0.41%	Add +2.1%	133,819	$13.2M
SYM FINANCIAL Corp	1.62%	Reduce -6.9%	133,148	$13.2M
Harbour Investments, Inc.	0.37%	Add +12.9%	132,266	$13.1M
MIdWestOne Financial Group, Inc.	1.85%	Add +0.2%	131,851	$13.0M
Easterly Investment Partners LLC	1.08%	No change	131,350	$13.0M
Evensky & Katz LLC	0.87%	Add +17.3%	131,209	$13.0M
Prairieview Wealth Partners, LLC	15.75%	Reduce -22.6%	130,249	$12.9M
SG Americas Securities, LLC	0.04%	Add +24.8%	130,075	$12.9M
Capitolis Liquid Global Markets LLC	0.11%	New	129,500	$12.8M
Commerce Bank	0.08%	Add +4.5%	127,890	$12.7M
Diversified Enterprises, LLC	1.06%	Add +4.5%	127,557	$12.6M
Blue Oak Capital, LLC	6.96%	Add +6.5%	127,411	$12.6M
Greenwood Capital Associates LLC	1.70%	Add +2.0%	127,298	$12.6M
Aspiriant, LLC	0.43%	Add +0.3%	126,376	$12.5M
NewSquare Capital LLC	1.02%	Reduce -1.8%	126,003	$12.5M
Corepath Wealth Partners LLC	11.87%	Add +4.4%	127,822	$12.5M
Catalyst Capital Advisors LLC	0.25%	Add +50.5%	125,169	$12.4M
Modern Wealth Management, LLC	0.39%	Add +2309.3%	123,334	$12.2M
Aquire Wealth Advisors, LLC	3.75%	Reduce -1.2%	123,235	$12.2M
Money Concepts Capital Corp.	0.91%	Add +5.3%	122,765	$12.1M
Westwood Holdings Group Inc.	0.09%	Add +187.0%	121,999	$12.1M
Blair William & Co.	0.04%	Reduce -4.5%	121,292	$12.0M
Twin Focus Capital Partners, LLC	1.86%	Add +4.5%	120,896	$12.0M
LMG Wealth Partners, LLC	2.66%	Add +3.3%	120,659	$11.9M
Mullooly Asset Management, Inc.	5.41%	—	120,109	$11.9M
Richard W. Paul & Associates, LLC	4.67%	Add +5.4%	120,280	$11.9M
Kropog Financial Group, LLC	11.26%	Reduce -1.1%	119,771	$11.8M
Granite Harbor Advisors, Inc.	6.26%	Add +7.6%	119,292	$11.8M
IHT Wealth Management, LLC	0.37%	Reduce -29.9%	118,570	$11.7M
Exencial Wealth Advisors, LLC	0.44%	Reduce -3.3%	118,443	$11.7M
Moneta Group Investment Advisors LLC	0.16%	Add +4.6%	117,805	$11.7M
Global Assets Advisory, LLC	2.18%	Add +97.0%	117,890	$11.6M
B. Riley Wealth Advisors, Inc.	0.35%	Add +208.9%	116,762	$11.6M
Independent Solutions Wealth Management, LLC	2.58%	Add +1.4%	116,345	$11.5M
PFG Advisors	0.64%	Add +0.2%	116,159	$11.5M
Chicago Partners Investment Group LLC	0.38%	Reduce -0.1%	116,258	$11.4M
One Day In July LLC	1.14%	Add +6.5%	115,061	$11.4M
Alliance Wealth Management Group	3.05%	Add +7.2%	114,555	$11.3M
RFP Financial Group LLC	4.57%	Add +1.3%	114,538	$11.3M
Blue Chip Partners, LLC	0.97%	Reduce -22.1%	114,034	$11.3M
Nwam LLC	0.97%	Add +2.4%	113,893	$11.3M
Andina Capital Management, LLC	8.01%	Reduce -10.4%	113,661	$11.2M
Cibc World Market Inc.	0.03%	Add +0.1%	113,410	$11.2M
Forefront Wealth Partners, LLC	7.57%	Add +9.7%	112,401	$11.1M
Atlas Private Wealth Advisors	1.55%	Add +387.9%	112,156	$11.1M
NorthCoast Asset Management LLC	0.06%	Add +1.6%	112,118	$11.1M
Van Hulzen Asset Management, LLC	1.01%	Reduce -2.2%	111,723	$11.1M
Blue Barn Wealth, LLC	5.74%	Add +9.6%	111,233	$11.0M
Peak Financial Management, Inc.	3.28%	Add +1.5%	110,829	$11.0M
Stone House Investment Management, LLC	2.22%	Add +16.7%	110,794	$11.0M
Two Sigma Securities, LLC	1.68%	Add +273.3%	110,786	$11.0M
Cynosure Group, LLC	1.51%	Add +12.4%	110,567	$10.9M
LifePlan Investment Advisors, Inc.	6.28%	Add +1.8%	110,396	$10.9M
Ames National Corp.	7.32%	Add +5.0%	110,306	$10.9M
Blankinship & Foster, LLC	2.75%	Reduce -0.9%	110,253	$10.9M
HTG Investment Advisors, Inc.	4.53%	Add +4.7%	109,867	$10.9M
McGlone Suttner Wealth Management, Inc.	1.78%	Add +4.5%	109,682	$10.8M
Kopp Family Office, LLC	7.46%	Add +1.0%	109,080	$10.8M
Accelerate Investment Advisors LLC	8.98%	Reduce -4.7%	108,412	$10.7M
Roundview Capital LLC	0.77%	Add +9.2%	107,905	$10.7M
Banco Bilbao Vizcaya Argentaria, S.A.	0.11%	No change	106,698	$10.6M
Addison Advisors LLC	2.89%	Add +5.9%	106,957	$10.6M
Smith Shellnut Wilson LLC	4.84%	Add +0.0%	106,689	$10.6M
Legacy PCG, LLC	7.38%	Reduce -1.1%	105,791	$10.5M
Colonial Trust Advisors	0.93%	Add +14.7%	105,499	$10.4M
Carbahal Olsen Financial Services Group, LLC	9.87%	Add +1.8%	105,154	$10.4M
Caliber Wealth Management, LLC / KS	1.42%	—	104,928	$10.4M
TCP Asset Management, LLC	2.32%	Add +1.9%	104,887	$10.4M
Fifth Third Securities, Inc.	0.87%	Reduce -11.9%	104,811	$10.4M
Daiwa Securities Group Inc.	0.04%	Add +4.2%	104,020	$10.3M
Synovus Financial Corp.	0.13%	Reduce -10.1%	103,822	$10.3M
Oldfather Financial Services, LLC	3.86%	Add +9.3%	102,673	$10.2M
Bowman & Co S.C.	4.97%	Reduce -52.1%	101,712	$10.1M
Eagle Strategies LLC	1.75%	Add +3.0%	101,610	$10.1M
Caldwell Trust Co	1.07%	Add +7.6%	100,978	$10.0M
Vernal Point Advisors, LLC	6.61%	Add +25.4%	100,923	$10.0M
Rothschild Wealth LLC	2.79%	Add +15.2%	100,641	$10.0M
Retirement Capital Strategies	3.89%	Add +40.3%	100,605	$10.0M
Wescott Financial Advisory Group, LLC	1.03%	Add +3.6%	100,114	$9.9M
TruWealth Advisors, LLC	0.60%	Add +17.0%	99,799	$9.9M
Sharp Wealth Advisory, LLC	7.55%	Reduce -1.7%	99,689	$9.9M
Rehmann Capital Advisory Group	0.62%	Reduce -12.8%	98,969	$9.8M
Amtrust Financial Services, Inc.	4.80%	No change	98,560	$9.7M
Canton Hathaway, LLC	1.96%	Reduce -10.1%	98,216	$9.7M
Parkside Investments, LLC	1.41%	Reduce -12.6%	96,999	$9.6M
Flagstar Securities, Inc.	2.43%	Reduce -9.5%	96,144	$9.5M
Opes Wealth Management LLC	1.91%	Add +6.3%	95,892	$9.5M
Capstone Financial Advisors, Inc.	0.60%	Add +0.6%	95,828	$9.5M
Oppenheimer & Co. Inc.	0.14%	Add +5.3%	94,556	$9.4M
CW Advisors, LLC	0.11%	Reduce -12.0%	94,087	$9.3M
Slow Capital, Inc.	1.25%	Reduce -1.2%	94,020	$9.3M
Integrated Advisors Network LLC	0.47%	Add +42.5%	93,653	$9.3M
Addis & Hill, Inc	6.46%	Add +0.8%	93,488	$9.2M
Summit Wealth Group, LLC	2.70%	Reduce -6.6%	93,461	$9.2M
CVA Family Office, LLC	1.41%	Add +24.3%	93,141	$9.2M
Avantax Planning Partners, Inc.	0.32%	Reduce -9.6%	92,538	$9.2M
Arete Wealth Advisors, LLC	0.69%	Add +2.5%	91,834	$9.1M
FDx Advisors, Inc.	2.94%	Reduce -8.2%	91,484	$9.1M
Firestone Capital Management	2.33%	Reduce -1.5%	89,671	$8.9M
AE Wealth Management LLC	0.07%	Reduce -4.0%	89,302	$8.8M
Atria Investments, Inc	0.11%	Add +28.9%	89,174	$8.8M
Facet Wealth, Inc.	0.23%	Add +6.3%	89,587	$8.8M
CFS Investment Advisory Services, LLC	0.78%	Add +3.5%	88,495	$8.8M
LGL Partners, LLC	4.21%	Reduce -6.3%	88,244	$8.7M
Long Run Wealth Advisors, LLC	1.97%	Add +56.6%	87,920	$8.7M
Stephens Inc.	0.13%	Reduce -4.2%	87,861	$8.7M
Benjamin Edwards Inc.	0.12%	Add +3.4%	87,132	$8.6M
Edge Financial Advisors LLC	5.41%	New	86,701	$8.6M
Global Endowment Management, LP	1.11%	Add +341.7%	86,579	$8.6M
Summit Asset Management, LLC	1.47%	Add +3.0%	86,131	$8.5M
Emergent Wealth Advisors, LLC	6.15%	Add +11.1%	85,779	$8.5M
Csenge Advisory Group	0.48%	Add +3.3%	86,691	$8.5M
Lifestyle Asset Management, Inc.	4.66%	Add +5.1%	85,742	$8.5M
NorthLanding Financial Partners, LLC	8.30%	Add +0.6%	85,488	$8.5M
Tillman Hartley LLC	2.45%	Reduce -11.3%	85,053	$8.4M
Ausdal Financial Partners, Inc.	0.63%	Reduce -3.6%	84,808	$8.4M
GM Advisory Group, LLC	0.45%	Reduce -2.0%	84,499	$8.4M
Johnson Financial Group, Inc.	0.41%	Reduce -37.8%	84,452	$8.4M
FFT Wealth Management LLC	1.74%	Reduce -1.8%	84,149	$8.3M
Coastline Trust Co	1.03%	Add +8.2%	83,815	$8.3M
Wolverine Trading, LLC	0.26%	Add +281.7%	83,894	$8.3M
Avondale Wealth Management	5.21%	Add +6.0%	83,716	$8.3M
REDW Wealth LLC	3.07%	Add +15.1%	83,355	$8.2M
KMG Fiduciary Partners, LLC	0.68%	Add +8.3%	82,630	$8.2M
Act Wealth Management, LLC	3.70%	Reduce -3.5%	82,623	$8.2M
Invesco Ltd.	0.00%	Reduce -12.8%	82,573	$8.2M
BlueSky Wealth Advisors, LLC	1.26%	Reduce -5.8%	82,056	$8.1M
Glassy Mountain Advisors, Inc.	2.87%	Add +19.6%	81,856	$8.1M
Great Diamond Partners, LLC	2.21%	Add +3.1%	81,669	$8.1M
Cornerstone Partners Capital Management, LLC	16.82%	No change	81,620	$8.1M
Timonier Family Office, LTD.	3.57%	Add +55.7%	81,522	$8.1M
Forbes Financial Planning, Inc.	5.94%	Add +2.0%	81,025	$8.0M
NBT Bank, N.A.	0.58%	Add +13.2%	80,716	$8.0M
U S Wealth Group, Llc.	6.31%	Reduce -2.6%	80,443	$8.0M
Chesley Taft & Associates LLC	0.38%	Reduce -3.3%	79,742	$7.9M
KFA Private Wealth Group, LLC	2.74%	Add +145.1%	79,090	$7.8M
Cosner Financial Group, LLC	4.78%	Add +6.2%	79,050	$7.8M
Juncture Wealth Strategies, LLC	3.03%	Add +6.8%	78,781	$7.8M
Westside Investment Management, Inc.	1.66%	Add +2.0%	78,686	$7.8M
Rakuten Investment Management, Inc.	0.04%	—	78,619	$7.8M
Epiq Partners, LLC	4.29%	Add +4.0%	77,989	$7.7M
Kayne Anderson Rudnick Investment Management LLC	0.02%	Reduce -8.3%	77,952	$7.7M
Durante & Waters, LLC	6.48%	Reduce -2.5%	77,899	$7.7M
Hillcrest Wealth Advisors - NY, LLC	3.76%	Reduce -6.3%	76,824	$7.6M
Acima Private Wealth, LLC	2.70%	Reduce -0.3%	75,972	$7.5M
Moneda S.A. Administradora General de Fondos	8.05%	Add +0.9%	75,811	$7.5M
Cedar Mountain Advisors, LLC	1.68%	Add +1.9%	75,702	$7.5M
J.W. Cole Advisors, Inc.	0.23%	Add +14.0%	75,537	$7.5M
Colonial Trust Co / SC	1.16%	Add +11.0%	75,526	$7.5M
Main Management LLC	0.65%	Add +141.6%	74,791	$7.4M
SIH Partners, LLLP	0.65%	New	74,780	$7.4M
New Capital Management LP	2.12%	Reduce -43.6%	74,536	$7.4M
Stonehaven Wealth & Tax Solutions, LLC	7.78%	Add +28.3%	74,452	$7.4M
Heritage Family Offices, LLP	3.76%	Add +8.2%	74,348	$7.4M
Eldridge Investment Advisors, Inc.	1.69%	Add +0.6%	74,194	$7.3M
IFP Advisors, Inc	0.22%	Add +99.1%	73,734	$7.3M
City State Bank	2.40%	Add +7.8%	73,492	$7.3M
Citizens Financial Group Inc.	0.14%	Reduce -20.3%	73,422	$7.3M
Jackson Hole Capital Partners, LLC	1.44%	Add +0.1%	73,197	$7.2M
CX Institutional	0.27%	Add +221.9%	73,179	$7.2M
BCS Wealth Management	1.86%	Add +23.8%	72,992	$7.2M
Destiny Capital Corp	4.92%	Reduce -25.8%	72,942	$7.2M
Apexium Financial, LP	0.43%	Reduce -9.2%	72,736	$7.2M
MKD Wealth Coaches, LLC	8.12%	Add +7.5%	72,536	$7.2M
Astoria Strategic Wealth, Inc.	2.10%	Reduce -1.7%	72,157	$7.1M
Heritage Financial Services, LLC	0.70%	Reduce -7.5%	72,003	$7.1M
Systematic Alpha Investments, LLC	0.27%	No change	72,000	$7.1M
Regal Investment Advisors LLC	0.57%	Add +73.9%	71,576	$7.1M
Columbus Macro, LLC	0.93%	Add +0.4%	71,402	$7.1M
Farmers & Merchants Investments Inc.	0.22%	Reduce -4.3%	71,321	$7.1M
All Terrain Financial Advisors, LLC	2.74%	Add +6.8%	70,946	$7.0M
Avidian Wealth Enterprises, LLC	0.31%	Reduce -3.6%	70,726	$7.0M
Insigneo Advisory Services, LLC	0.72%	Reduce -2.6%	70,363	$7.0M
Plimoth Trust Co. LLC	1.81%	Reduce -8.3%	70,226	$6.9M
Erickson Financial Group, LLC	5.06%	Add +2.1%	68,532	$6.8M
OneDigital Investment Advisors LLC	0.08%	Reduce -39.5%	68,053	$6.7M
Cerity Partners OCIO LLC	0.38%	Add +1.9%	67,967	$6.7M
Smartleaf Asset Management LLC	0.65%	Add +57.0%	67,990	$6.7M
Merit Financial Group, LLC	0.10%	Add +84.7%	67,836	$6.7M
Arrow Financial Corp	0.74%	No change	67,236	$6.7M
Cibc World Markets Corp.	0.05%	Reduce -0.6%	67,154	$6.6M
Innova Wealth Partners	4.10%	Reduce -24.6%	66,900	$6.6M
Boomfish Wealth Group, LLC	4.27%	Add +0.8%	66,467	$6.6M
Exchange Capital Management, Inc.	1.06%	Reduce -1.0%	66,240	$6.6M
AlphaQ Advisors LLC	15.70%	Reduce -17.4%	66,227	$6.6M
Arrien Investments, Inc.	4.68%	Add +0.8%	65,999	$6.5M
Whittier Trust Co.	0.09%	Reduce -1.7%	65,891	$6.5M
Pinnacle Financial Group, LLC / IL	2.36%	Add +3.8%	65,720	$6.5M
Gemmer Asset Management LLC	0.64%	Add +0.2%	65,267	$6.5M
PFW Advisors LLC	2.02%	Reduce -2.9%	65,195	$6.4M
Simplicity Wealth,LLC	0.50%	Add +1774.4%	64,836	$6.4M
Accurate Wealth Management, LLC	1.22%	Add +4.3%	66,035	$6.4M
Lionsbridge Wealth Management LLC	5.69%	Reduce -13.1%	64,746	$6.4M
Linscomb Wealth, Inc.	0.32%	Add +0.4%	64,000	$6.3M
Golden Bell Financial Planning LLC	6.14%	Reduce -1.7%	63,918	$6.3M
Sovereign Investment Advisors, LLC	2.20%	Reduce -3.0%	64,524	$6.3M
Wayfinding Financial, LLC	2.77%	Add +15.7%	63,871	$6.3M
Geneos Wealth Management Inc.	0.21%	Reduce -43.2%	63,651	$6.3M
Greenup Street Wealth Management LLC	1.24%	Reduce -20.5%	63,046	$6.2M
Freestate Advisors LLC	6.19%	Reduce -29.0%	63,024	$6.2M
Conservest Capital Advisors, Inc.	0.65%	Reduce -46.3%	62,934	$6.2M
Redwood Park Advisors LLC	5.21%	Add +0.9%	62,810	$6.2M
Marquette Associates, Inc.	6.19%	New	62,542	$6.2M
Empower Advisory Group, LLC	0.02%	Reduce -44.5%	62,216	$6.2M
Toews Corp.	2.72%	New	62,213	$6.2M
Burke & Herbert Bank & Trust Co.	1.48%	Add +0.5%	62,135	$6.1M
Element Wealth, LLC	3.29%	Add +4.5%	62,038	$6.1M
TPG Advisors LLC	4.79%	Add +8.8%	61,442	$6.1M
Donaldson Capital Management, LLC	0.23%	Add +16.9%	61,221	$6.1M
Naples Global Advisors, LLC	0.57%	Add +46.5%	60,970	$6.0M
Graypoint LLC	0.38%	Add +33.3%	60,880	$6.0M
Apollon Wealth Management, LLC	0.13%	Reduce -3.5%	60,696	$6.0M
MinichMacGregor Wealth Management, LLC	1.34%	New	60,696	$6.0M
American State Bank (Iowa)	3.62%	Add +3.5%	60,658	$6.0M
Focus Partners Advisor Solutions, LLC	0.09%	Add +17.2%	60,429	$6.0M
Stonegate Investment Group, LLC	0.16%	Add +6.4%	60,370	$6.0M
Crabel Capital Management, LLC	6.44%	Add +922.6%	60,250	$6.0M
CBM Financial, LLC	4.84%	—	60,957	$5.9M
Capital Management Associates, Inc	1.34%	Add +124.5%	59,828	$5.9M
WealthTrust Asset Management, LLC	4.33%	Reduce -0.7%	59,044	$5.8M
DMC Group, LLC	4.69%	Add +8.6%	58,240	$5.8M
Proficio Capital Partners LLC	0.44%	Reduce -13.8%	58,534	$5.7M
Tobias Financial Advisors, Inc.	1.11%	Add +0.7%	57,927	$5.7M
Shelter Mutual Insurance Co	1.38%	No change	57,660	$5.7M
Independent Advisor Alliance	0.19%	Reduce -65.3%	57,271	$5.7M
Alamar Capital Management, LLC	3.32%	Add +22.7%	56,394	$5.6M
Family Firm, Inc.	1.24%	Add +2.3%	56,094	$5.5M
AlTi Global, Inc.	0.15%	Add +17.2%	56,081	$5.5M
Dohj, LLC	1.27%	Add +132.4%	55,994	$5.5M
Northeast Financial Group, Inc.	2.06%	Reduce -8.9%	55,729	$5.5M
Valley Forge Investment Consultants Inc. Adv	1.96%	Add +75.9%	55,708	$5.5M
FourThought Financial Partners, LLC	0.57%	Add +1.9%	55,498	$5.5M
Kingswood Wealth Advisors, LLC	0.50%	Reduce -7.8%	55,248	$5.5M
Grove Bank & Trust	0.73%	Add +1.4%	54,898	$5.4M
Compton Financial Group, LLC	1.56%	Reduce -90.0%	54,864	$5.4M
Midwest Professional Planners, LTD.	1.68%	Add +14.3%	54,658	$5.4M
Greykasell Wealth Strategies, Inc.	2.88%	Add +116.8%	54,621	$5.4M
Valeo Financial Advisors, LLC	0.15%	Reduce -9.4%	54,523	$5.4M
Pathstone Holdings, LLC	0.02%	Reduce -29.6%	54,369	$5.4M
Bryn Mawr Trust Advisors, LLC	0.32%	Reduce -32.5%	53,940	$5.3M
Townsquare Capital LLC	0.06%	Add +38.3%	53,795	$5.3M
Arbor Trust Wealth Advisors, LLC	2.49%	Add +5.0%	53,688	$5.3M
Ashton Thomas Private Wealth, LLC	0.20%	Reduce -7.1%	53,646	$5.3M
Cobblestone Capital Advisors LLC	0.29%	Add +29.8%	53,557	$5.3M
Ancora Advisors LLC	0.12%	Add +12.1%	53,228	$5.3M
Manufacturers Life Insurance Company, The	0.01%	No change	52,757	$5.2M
Bluestem Financial Advisors, LLC	2.43%	Add +31.6%	52,572	$5.2M
CreativeOne Wealth, LLC	0.16%	Add +5.7%	52,537	$5.2M
WP Advisors, LLC	1.73%	New	52,430	$5.2M
May Hill Capital, LLC	1.95%	Reduce -2.6%	52,337	$5.2M
Pandora Wealth, Inc.	3.38%	—	51,871	$5.1M
PKS Advisory Services, LLC	1.40%	Add +10.3%	51,704	$5.1M
James Investment Research, Inc.	0.65%	Add +6.7%	51,403	$5.1M
Logan Stone Capital, LLC	2.37%	Add +19.1%	51,273	$5.1M
First National Bank of Omaha	0.35%	Reduce -1.4%	51,166	$5.1M
RKL Wealth Management LLC	0.48%	Add +6.3%	51,146	$5.1M
Cornerstone Advisors Asset Management, LLC	1.02%	Add +41.1%	50,255	$5.0M
Savvy Advisors, Inc.	0.50%	Add +17.6%	49,980	$4.9M
DAVENPORT & Co LLC	0.03%	Add +55.0%	49,965	$4.9M
Centerstone Investors, LLC	11.72%	No change	51,000	$4.9M
Arcadia Wealth Management, LLC	2.44%	New	49,864	$4.9M
Brass Tax Wealth Management, Inc.	1.03%	Add +3.8%	49,788	$4.9M
PFG Investments, LLC	0.32%	Reduce -1.1%	49,769	$4.9M
Forum Private Client Group LLC	2.13%	Reduce -2.6%	49,656	$4.9M
Quattro Financial Advisors LLC	1.67%	Reduce -1.9%	49,221	$4.9M
Ironwood Financial, llc	1.04%	Reduce -3.5%	49,215	$4.9M
1ST Source Bank	0.29%	Reduce -1.5%	49,135	$4.9M
Diligent Investors, LLC	1.18%	Reduce -6.0%	49,052	$4.9M
Coppell Advisory Solutions LLC	0.66%	Reduce -56.5%	8,599	$4.8M
StoneX Group Inc.	0.26%	Add +60.9%	48,369	$4.8M
Glenview Trust Co	0.09%	Add +14.8%	48,124	$4.8M
Leuthold Group, LLC	0.61%	No change	47,795	$4.7M
Cary Street Partners Financial LLC	0.15%	Reduce -8.0%	47,502	$4.7M
Elevation Wealth Partners, LLC	2.01%	Reduce -5.1%	47,090	$4.6M
Little House Capital LLC	1.27%	Reduce -29.5%	46,754	$4.6M
Pacific Capital Wealth Advisors, Inc.	0.80%	Reduce -10.9%	46,726	$4.6M
Financial Freedom, LLC	2.64%	Reduce -19.9%	46,391	$4.6M
Kovack Advisors, Inc.	0.49%	Add +45.1%	46,375	$4.6M
Waldron Private Wealth LLC	0.22%	Add +31.1%	46,249	$4.6M
Belpointe Asset Management LLC	0.24%	Add +354.5%	46,247	$4.6M
XML Financial, LLC	0.43%	Add +7.5%	46,070	$4.6M
Kagan Cocozza Asset Management	3.72%	Reduce -1.2%	45,965	$4.5M
Coign Capital Advisors LLC	3.44%	Add +13.8%	45,242	$4.5M
Jackson, Grant Investment Advisers, Inc.	1.73%	Add +41.4%	45,188	$4.5M
KG Capital Management	1.44%	Add +0.3%	45,005	$4.5M
Canvas Wealth Advisors, LLC	1.14%	Reduce -1.7%	45,577	$4.4M
Tradition Wealth Management, LLC	0.39%	Reduce -1.6%	44,819	$4.4M
Reyes Financial Architecture, Inc.	3.26%	Add +409.0%	44,754	$4.4M
Mechanics Bank Trust Department	0.60%	Add +20.7%	44,549	$4.4M
Modus Advisors, LLC	1.43%	Reduce -1.9%	44,244	$4.4M
First American Trust, FSB	0.40%	Reduce -15.7%	44,182	$4.4M
McAdam, LLC	0.27%	Reduce -12.3%	44,009	$4.4M
Jaffetilchin Investment Partners, LLC	0.32%	Add +261.2%	43,998	$4.4M
WBH Advisory Inc.	0.41%	Add +0.5%	43,882	$4.3M
Pinnacle Wealth Planning Services, Inc.	0.65%	Reduce -3.4%	43,805	$4.3M
Savant Capital, LLC	0.04%	Reduce -11.6%	43,695	$4.3M
Ullmann Wealth Partners Group, LLC	0.57%	Add +4.3%	43,682	$4.3M
Parallax Volatility Advisers, L.P.	0.17%	No change	43,651	$4.3M
Sharper & Granite LLC	1.78%	Add +7.3%	43,628	$4.3M
Compagnie Lombard Odier SCmA	0.05%	Add +2.5%	43,600	$4.3M
F/m Investments LLC	0.17%	Add +0.1%	43,322	$4.3M
Capital Advisors Wealth Management, LLC	0.75%	Reduce -9.3%	43,114	$4.3M
Ieq Capital, LLC	0.03%	Add +157.1%	43,112	$4.3M
Newport Capital Group, LLC	3.07%	Reduce -5.9%	43,087	$4.3M
Optas, LLC	0.74%	Reduce -2.1%	42,872	$4.2M
Ti-Trust, Inc.	2.80%	Add +2.3%	42,728	$4.2M
Strategic Financial Concepts, LLC	0.79%	Reduce -37.3%	42,662	$4.2M
Simmons Bank	0.32%	Reduce -0.2%	42,605	$4.2M
Impact Capital Partners LLC	1.52%	Reduce -16.5%	42,365	$4.2M
E&G Advisors, LLC	1.17%	Reduce -0.2%	41,984	$4.2M
Hickory Point Bank & Trust	3.62%	Add +0.6%	41,665	$4.1M
RiverGlades Family Offices LLC	2.96%	Reduce -0.2%	41,524	$4.1M
Raffa Wealth Management, LLC	0.93%	Add +0.6%	41,507	$4.1M
Synergy Asset Management, LLC	0.52%	Reduce -43.6%	41,450	$4.1M
Archvest Wealth Advisors, Inc.	3.35%	Reduce -83.6%	40,918	$4.0M
Red Cedar Investment Management, LLC	0.56%	No change	40,848	$4.0M
Sound View Wealth Advisors Group, LLC	0.33%	Add +3.8%	40,842	$4.0M
Joseph P. Lucia & Associates, LLC	1.83%	Add +2.7%	40,516	$4.0M
Enterprise Bank & Trust Co	1.55%	Reduce -85.2%	40,457	$4.0M
Cannon Wealth Management Services, LLC	3.57%	Add +3.6%	40,736	$4.0M
Sharkey, Howes & Javer	0.56%	Reduce -63.5%	39,887	$3.9M
Aspect Partners, LLC	2.26%	Add +14.2%	39,826	$3.9M
Oarsman Capital, Inc.	0.71%	Reduce -7.4%	39,786	$3.9M
Voisard Asset Management Group, Inc.	1.15%	Reduce -72.6%	39,671	$3.9M
Private Trust Co. NA	0.40%	Reduce -10.4%	39,518	$3.9M
Copperwynd Financial, LLC	1.08%	Add +744.6%	39,492	$3.9M
Vista Investment Partners Ii, LLC	2.16%	Add +4.9%	39,434	$3.9M
Exchange Bank	3.14%	Reduce -2.2%	39,351	$3.9M
Counterweight Ventures, LLC	2.79%	Add +1.7%	39,324	$3.9M
Family Investment Center, Inc.	0.94%	Reduce -6.0%	39,091	$3.9M
Advisor Resource Council	0.31%	Add +735.4%	38,596	$3.8M
Tritonpoint Wealth, LLC	0.36%	Reduce -16.8%	38,150	$3.8M
D L Carlson Investment Group Inc.	0.72%	Reduce -4.0%	38,071	$3.8M
Stanich Group LLC	2.77%	Reduce -7.8%	37,864	$3.7M
Stock Yards Bank & Trust Co.	0.13%	Reduce -17.8%	37,862	$3.7M
Grant/GrossMendelsohn, LLC	2.07%	Reduce -16.8%	37,699	$3.7M
Ascentis Independent Advisors	0.73%	Reduce -9.4%	37,380	$3.7M
Arista Wealth Management, LLC	0.90%	No change	37,355	$3.7M
Diversify Advisory Services, LLC	0.23%	Add +356.4%	37,276	$3.7M
Winthrop Capital Management, LLC	1.01%	Reduce -2.7%	37,293	$3.7M
AtlasMark Financial, Inc	3.42%	Add +4.7%	37,275	$3.7M
Stonekeep Investments, LLC	2.71%	Add +6.8%	37,165	$3.7M
Waycross Partners, LLC	0.41%	No change	37,110	$3.7M
Wolf Group Capital Advisors	1.22%	Add +177.2%	36,695	$3.6M
Snowden Capital Advisors LLC	0.12%	Reduce -1.3%	36,680	$3.6M
Family Wealth Partners, LLC	1.65%	Reduce -6.3%	36,569	$3.6M
Legacy Wealth Management, LLC	0.24%	Add +4.7%	36,454	$3.6M
NYL Investors LLC	0.23%	Add +1.7%	36,000	$3.6M
Optiver Holding B.V.	0.14%	New	35,839	$3.5M
MN Wealth Advisors, LLC	2.08%	Reduce -2.9%	35,727	$3.5M
Smith, Moore & Co.	0.33%	Add +0.8%	35,590	$3.5M
Columbia Bank	1.22%	Add +18.1%	35,547	$3.5M
Financial Counselors Inc.	0.05%	Add +1.3%	35,432	$3.5M
Compass Ion Advisors, LLC	0.41%	Reduce -2.5%	35,401	$3.5M
MPS Loria Financial Planners, LLC	1.03%	Reduce -1.4%	35,267	$3.5M
Intergy Private Wealth, LLC	1.32%	Add +2.0%	35,190	$3.5M
Northwest Capital Management Inc	1.43%	Reduce -7.0%	35,153	$3.5M
Financial Strategies Group, Inc.	0.82%	Reduce -11.1%	35,322	$3.5M
Patriot Financial Group Insurance Agency, LLC	0.46%	Add +10.0%	34,884	$3.5M
LeConte Wealth Management, LLC	2.19%	—	34,785	$3.4M
Accel Wealth Management	1.24%	Add +28.0%	34,670	$3.4M
Dynamic Advisor Solutions LLC	0.11%	Add +11.2%	34,578	$3.4M
Cheviot Value Management, LLC	0.42%	New	34,618	$3.4M
Innovative Wealth Building LLC	3.10%	Reduce -2.5%	34,025	$3.4M
Advisor OS, LLC	0.38%	Add +13.1%	33,631	$3.3M
Salem Investment Counselors Inc.	0.12%	Add +8.7%	33,619	$3.3M
Thompson Investment Management, Inc.	0.50%	Add +42.7%	33,501	$3.3M
Sterling Investment Advisors LLC	1.86%	Add +0.3%	33,389	$3.3M
Mission Wealth Management, LP	0.08%	Add +93.2%	33,333	$3.3M
LPWM LLC	1.06%	Reduce -67.8%	33,275	$3.3M
BOK Financial Private Wealth, Inc.	0.25%	Reduce -19.9%	33,123	$3.3M
Gryphon Financial Partners LLC	0.48%	Add +10.4%	32,588	$3.2M
Aletheian Wealth Advisors LLC	1.81%	Reduce -0.8%	32,582	$3.2M
AMG National Trust Bank	0.09%	Add +0.1%	32,578	$3.2M
Flagship Private Wealth, LLC	1.53%	Add +14.3%	32,413	$3.2M
Lake Street Private Wealth, LLC	0.53%	Reduce -37.4%	32,399	$3.2M
Merkkuri Wealth Advisors LLC	2.73%	Reduce -9.0%	32,176	$3.2M
Continental Investors Services, Inc.	6.30%	Add +3.8%	32,093	$3.2M
Wealthcare Capital Partners, LLC	1.63%	Add +6.0%	31,995	$3.2M
Asset Allocation Strategies LLC	0.79%	Add +25.3%	31,928	$3.2M
First Trust Advisors LP	0.00%	Reduce -34.7%	31,912	$3.2M
Capital Advisory Group Advisory Services, LLC	1.20%	Add +1.3%	31,876	$3.2M
Randall & Associates Wealth Management	2.59%	Add +6.1%	31,775	$3.1M
Wealth Management Associates, Inc.	1.34%	Add +11.1%	31,703	$3.1M
Nomura Asset Management Co. Ltd.	0.01%	Reduce -13.5%	31,700	$3.1M
Adirondack Trust Co.	1.22%	No change	31,682	$3.1M
IFG Advisory, LLC	0.17%	Reduce -4.1%	31,650	$3.1M
Denali Advisors LLC	0.36%	Add +2.2%	31,576	$3.1M
Gries Financial LLC	0.61%	Reduce -64.8%	31,565	$3.1M
Compass Financial Group, Inc.	1.60%	Reduce -1.8%	31,398	$3.1M
MorganRosel Wealth Management, LLC	0.94%	Add +219.8%	31,305	$3.1M
One Capital Management, LLC	0.10%	Reduce -39.8%	31,293	$3.1M
Accredited Investors Inc.	0.19%	Reduce -37.8%	31,262	$3.1M
TD Waterhouse Canada Inc.	0.03%	Reduce -7.0%	31,121	$3.1M
Maxele Advisors, LLC	2.97%	Reduce -0.8%	31,118	$3.1M
Delos Wealth Advisors, LLC	2.41%	Reduce -0.7%	30,778	$3.0M
Sincerus Advisory, LLC	3.21%	Add +2.3%	30,757	$3.0M
Alhambra Investment Management LLC	1.56%	Reduce -1.5%	30,630	$3.0M
Hoxton Planning & Management, LLC	1.16%	Reduce -2.6%	30,617	$3.0M
HBK Sorce Advisory LLC	0.09%	Add +10.9%	30,527	$3.0M
DecisionMap Wealth Management, LLC	2.28%	Reduce -20.1%	30,329	$3.0M
Turn8 Private Wealth Inc.	2.35%	Add +13.1%	30,043	$3.0M
True Link Financial Advisors, LLC	0.22%	New	30,000	$3.0M
LYNX Capital Group Ltd.	1.50%	Reduce -0.2%	29,446	$2.9M
TFB Advisors LLC	0.84%	Add +6.0%	29,405	$2.9M
Core Wealth Management, Inc.	1.11%	Reduce -75.6%	29,320	$2.9M
CGN Advisors LLC	0.28%	Reduce -2.9%	29,221	$2.9M
Madrona Financial Services, LLC	0.79%	Reduce -7.0%	29,087	$2.9M
Millennium Management	0.00%	Reduce -54.4%	29,053	$2.9M
Security Financial Services, INC.	0.57%	Reduce -25.0%	29,046	$2.9M
First Interstate Bank	0.17%	Reduce -69.3%	28,904	$2.9M
Total Investment Management Inc.	0.37%	Add +2.4%	28,803	$2.8M
Saxon Interests, Inc.	1.32%	Reduce -3.9%	28,444	$2.8M
Iowa State Bank	0.59%	Reduce -4.2%	28,313	$2.8M
Maia Wealth LLC	0.63%	Add +4.5%	28,560	$2.8M
Ballew Advisors, Inc	1.86%	Reduce -10.4%	28,652	$2.8M
Northstar Advisory Group, LLC	1.81%	Add +0.9%	28,077	$2.8M
Axis Wealth Partners, LLC	2.05%	Add +6.7%	28,075	$2.8M
WealthShield Partners, LLC	0.36%	Add +3.7%	27,936	$2.8M
Crux Wealth Advisors	1.44%	Reduce -11.3%	27,921	$2.8M
Michels Family Financial, LLC	2.48%	Add +2.2%	27,748	$2.7M
Algorithmic Investment Models, LLC	1.99%	Reduce -7.7%	27,300	$2.7M
Cherry Tree Wealth Management, LLC	0.65%	Add +2.0%	27,259	$2.7M
Granite Bay Wealth Management, LLC	0.94%	Add +11.5%	27,243	$2.7M
Bigelow Investment Advisors, LLC	1.28%	Add +13.6%	27,151	$2.7M
Asset Management Group, Inc.	0.49%	Add +0.1%	27,027	$2.7M
Rik Saylor Financial, Inc.	2.35%	Reduce -0.4%	26,976	$2.7M
Triad Wealth Partners, LLC	0.83%	Add +20.6%	26,969	$2.7M
Hollencrest Capital Management	0.12%	Reduce -2.2%	26,955	$2.7M
American National Bank & Trust	0.30%	Add +2.5%	26,947	$2.7M
Chris Bulman Inc	1.68%	Reduce -8.3%	26,943	$2.7M
NDWM LLC	2.60%	Add +65.5%	26,882	$2.7M
Cahill Wealth Management, LLC	1.35%	Add +0.7%	26,877	$2.7M
United Asset Strategies, Inc.	0.25%	Reduce -1.7%	26,835	$2.7M
Gladstone Institutional Advisory LLC	0.12%	Reduce -36.1%	26,582	$2.6M
McLean Asset Management Corp	0.86%	Reduce -0.3%	26,596	$2.6M
CAP Partners, LLC	1.88%	Reduce -1.9%	26,234	$2.6M
Ameritas Advisory Services, LLC	0.10%	Add +7.6%	26,308	$2.6M
Occidental Asset Management, LLC	0.39%	Add +3.9%	26,040	$2.6M
J.Safra Asset Management Corp	0.21%	Add +2.1%	26,015	$2.6M
United Advisor Group, LLC	0.53%	Add +2.4%	25,923	$2.6M
Riverview Trust Co	2.53%	No change	25,819	$2.6M
Croban	2.34%	Add +6.3%	25,697	$2.5M
Pettyjohn, Wood & White, Inc.	0.49%	Add +1.8%	25,682	$2.5M
Fairway Wealth LLC	0.94%	Add +6.8%	25,655	$2.5M
Soltis Investment Advisors LLC	0.23%	Add +5.3%	25,618	$2.5M
Retirement Systems of Alabama	0.01%	No change	25,330	$2.5M
Wilshire Advisors LLC	7.90%	Reduce -45.9%	272,362	$2.5M
Stewardship Advisors, LLC	0.67%	Add +54.0%	25,143	$2.5M
Christensen, King & Associates Investment Services, Inc.	1.18%	Add +0.3%	25,174	$2.5M
Measured Wealth Private Client Group, LLC	0.79%	Add +3.3%	24,994	$2.5M
Aua Capital Management, LLC	1.61%	Reduce -5.4%	24,954	$2.5M
Envision Financial LLC	1.83%	Add +12.6%	24,575	$2.4M
Private Wealth Asset Management, LLC	0.35%	—	24,457	$2.4M
MassMutual Private Wealth & Trust, FSB	0.07%	Add +23.2%	24,420	$2.4M
Cyndeo Wealth Partners, LLC	0.16%	Add +14.0%	24,236	$2.4M
NTV Asset Management LLC	0.32%	Add +7.4%	24,013	$2.4M
Smith Anglin Financial, LLC	0.25%	Reduce -7.2%	23,952	$2.4M
Alesco Advisors, LLC, An ESL Co	0.07%	Reduce -5.4%	23,824	$2.4M
FineMark National Bank & Trust	0.09%	Reduce -2.6%	23,708	$2.3M
Napatree Capital LLC	1.32%	Reduce -1.3%	23,660	$2.3M
LCNB Corp.	0.86%	No change	23,623	$2.3M
Canal Capital Management, LLC	0.39%	Reduce -26.0%	23,617	$2.3M
Schechter Investment Advisors, LLC	0.19%	Reduce -41.1%	23,599	$2.3M
SouthState Bank Corp	0.11%	Add +239.5%	23,531	$2.3M
C2C Wealth Management, LLC	2.17%	Reduce -1.0%	23,342	$2.3M
Fortis Capital Advisors, LLC	0.47%	Add +630.1%	23,341	$2.3M
Running Point Capital Advisors, LLC	0.73%	Add +4.6%	23,176	$2.3M
Leavell Investment Management, Inc.	0.11%	Reduce -10.5%	23,133	$2.3M
Cooksen Wealth, LLC	2.32%	Reduce -8.0%	23,342	$2.3M
Pinnacle Associates Ltd.	0.03%	Add +19.4%	23,074	$2.3M
Edgemoor Investment Advisors, Inc.	0.21%	Add +2.1%	23,062	$2.3M
International Assets Investment Management, LLC	0.20%	Add +0.6%	22,907	$2.3M
Aptus Capital Advisors, LLC	0.03%	Reduce -4.5%	22,847	$2.3M
Invera Wealth Advisors, LLC	1.46%	New	22,768	$2.3M
Prevail Innovative Wealth Advisors, LLC	0.60%	Add +31.1%	22,693	$2.2M
Becker Capital Management Inc.	0.07%	Reduce -2.3%	22,662	$2.2M
Private Client Services, LLC	1.11%	Add +47.8%	22,611	$2.2M
Endeavor Private Wealth, Inc.	1.21%	New	22,607	$2.2M
Lanark Financial, Inc.	0.19%	—	22,600	$2.2M
Kraft, Davis & Associates, LLC	0.72%	New	22,827	$2.2M
Capital Analysts, LLC	0.08%	Reduce -6.9%	22,426	$2.2M
DSG Capital Advisors, LLC	0.45%	Reduce -59.6%	22,334	$2.2M
Moss Adams Wealth Advisors LLC	0.23%	Add +1.8%	22,195	$2.2M
Patten Group, Inc.	0.50%	Reduce -11.1%	22,184	$2.2M
Stockman Wealth Management, Inc.	0.32%	Add +4.6%	22,116	$2.2M
Davidson Trust Co.	1.04%	Reduce -4.5%	22,087	$2.2M
Pitcairn Co.	0.13%	No change	22,027	$2.2M
5T Wealth, LLC	1.24%	Reduce -3.1%	22,006	$2.2M
McNaughton Wealth Management, LLC	1.06%	Reduce -8.2%	21,978	$2.2M
Advocacy Wealth Management, LLC	0.15%	Reduce -10.7%	21,974	$2.2M
Benchmark Wealth Management, LLC	1.05%	Add +140.3%	21,953	$2.2M
Cypress Capital Group	0.28%	Reduce -1.0%	21,723	$2.1M
RFG Advisory, LLC	0.06%	Reduce -52.7%	21,693	$2.1M
Beacon Bridge Wealth Partners, LLC	0.92%	Add +2.9%	21,689	$2.1M
Retirement Wealth Solutions LLC	1.72%	Add +0.5%	21,591	$2.1M
Bedell Frazier Investment Counselling, LLC	0.54%	Add +1.5%	21,572	$2.1M
Rialto Wealth Management, LLC	0.67%	Add +17.6%	21,416	$2.1M
Ascent Wealth Partners, LLC	0.28%	Add +0.3%	21,365	$2.1M
JGP Wealth Management, LLC	0.28%	No change	21,267	$2.1M
SC&H Financial Advisors, Inc.	0.41%	Add +17.4%	21,026	$2.1M
Evernest Financial Advisors, LLC	0.74%	Add +8.3%	20,906	$2.1M
Chandler Asset Management, Inc.	0.39%	No change	20,904	$2.1M
Larson Financial Group LLC	0.10%	Add +5.6%	20,893	$2.1M
Orrstown Financial Services Inc.	0.49%	Reduce -4.7%	20,821	$2.1M
Thompson Siegel & Walmsley LLC	0.03%	Add +8.1%	20,721	$2.0M
North Berkeley Wealth Management, LLC	2.13%	Add +19.2%	20,698	$2.0M
Connecticut Wealth Management, LLC	0.11%	Reduce -24.4%	20,635	$2.0M
Aries Wealth Management	0.55%	Add +2.7%	20,569	$2.0M
Auour Investments LLC	0.73%	Reduce -1.4%	20,404	$2.0M
Atwater Malick LLC	0.68%	Add +3.8%	20,383	$2.0M
Grey Ledge Advisors, LLC	0.53%	Reduce -0.2%	20,276	$2.0M
Global View Capital Management LLC	0.73%	Reduce -43.2%	20,264	$2.0M
Beam Wealth Advisors, Inc.	0.67%	Add +30.0%	20,182	$2.0M
West Michigan Advisors, LLC	0.66%	Reduce -3.7%	20,099	$2.0M
Skyline Advisors, Inc.	0.77%	Add +1.1%	19,846	$2.0M
Trilogy Capital Inc.	0.10%	Add +0.3%	19,814	$2.0M
BG Investment Services, LLC	2.11%	Reduce -60.9%	19,789	$2.0M
Roberts Financial Services LLC	0.38%	Reduce -9.6%	19,781	$2.0M
Koshinski Asset Management, Inc.	0.17%	Add +17.7%	19,749	$2.0M
Lake Hills Wealth Management, LLC	1.33%	Reduce -19.9%	19,448	$1.9M
L.K. Benson & Company, P.C.	1.33%	Add +0.3%	19,430	$1.9M
Aviance Capital Partners, LLC	0.27%	Add +8.7%	19,304	$1.9M
Westfuller Advisors, LLC	1.27%	Reduce -80.7%	19,250	$1.9M
Gallagher Fiduciary Advisors, LLC	0.06%	Add +305.4%	19,206	$1.9M
Integrated Investment Consultants, LLC	0.38%	Reduce -4.7%	19,144	$1.9M
Muirfield Wealth Advisors LLC	1.61%	New	19,122	$1.9M
Narus Financial Partners, LLC	0.64%	Reduce -0.8%	19,100	$1.9M
Nilsine Partners, LLC	0.21%	Add +42.4%	19,066	$1.9M
Lazari Capital Management, Inc.	0.77%	Reduce -6.2%	18,972	$1.9M
Ignite Planners, LLC	0.37%	Add +1.9%	19,029	$1.9M
Sandy Spring Bank	0.08%	Add +2.6%	18,899	$1.9M
Meridian Wealth Management, LLC	0.09%	Reduce -1.6%	18,869	$1.9M
Rather & Kittrell, Inc.	0.40%	Reduce -4.5%	18,856	$1.9M
Vawter Financial, Ltd.	1.04%	Add +22.2%	18,818	$1.9M
Blalock Williams, LLC	2.07%	Reduce -9.8%	18,706	$1.9M
Independent Financial Group, LLC	0.06%	Add +18.1%	18,620	$1.8M
Range Financial Group LLC	0.82%	Add +11.6%	18,579	$1.8M
Evergreen Capital Management LLC	0.06%	No change	18,534	$1.8M
Ballast, Inc.	0.51%	Add +1.8%	18,238	$1.8M
Ironwood Investment Counsel, LLC	0.31%	Reduce -38.6%	18,106	$1.8M
Culbertson A N & Co. Inc.	0.28%	Reduce -0.2%	18,030	$1.8M
Clarity Financial LLC	0.20%	Add +7.0%	18,004	$1.8M
FSA Investment Group, LLC	1.51%	Reduce -2.4%	17,936	$1.8M
Stevens Capital Partners	0.83%	Reduce -11.1%	17,935	$1.8M
Old National Bancorp	0.05%	Add +8.1%	17,888	$1.8M
Hayek Kallen Investment Management	0.65%	Reduce -3.4%	17,879	$1.8M
Net Worth Advisory Group	0.55%	Reduce -3.7%	17,603	$1.7M
Bellwether Advisors, LLC	0.36%	Reduce -3.1%	17,598	$1.7M
Retireful, LLC	1.64%	New	17,533	$1.7M
Fermata Advisors, LLC	0.31%	Reduce -7.7%	17,424	$1.7M
Dunhill Financial, LLC	0.78%	Add +228.0%	17,403	$1.7M
United Community Bank	0.64%	Reduce -8.1%	17,309	$1.7M
DHK Financial Advisors, Inc.	0.92%	Add +100.0%	17,000	$1.7M
Halter Ferguson Financial Inc.	0.92%	Add +1.3%	16,980	$1.7M
Empirical Asset Management, LLC	0.57%	Add +7.8%	16,890	$1.7M
Carr Financial Group Corp	0.55%	Reduce -4.5%	16,861	$1.7M
Miller Financial Services LLC	2.39%	Reduce -84.2%	16,841	$1.7M
Intelligence Driven Advisers, LLC	0.32%	Reduce -1.4%	16,794	$1.7M
Wealthcare Capital Management LLC	0.17%	Reduce -32.2%	16,743	$1.7M
Sage Financial Group Inc.	0.13%	Add +1.3%	16,686	$1.7M
Strategic Blueprint, LLC	0.09%	Add +28.3%	16,677	$1.6M
SlateStone Wealth, LLC	0.17%	Reduce -9.3%	16,670	$1.6M
Prudential PLC	0.01%	Reduce -55.7%	16,597	$1.6M
Wealth Dimensions Group, Ltd.	0.39%	Reduce -6.3%	16,586	$1.6M
Vannoy Advisory Group, Inc.	1.21%	Add +41.6%	16,538	$1.6M
Bakala Capital LLC	9.33%	Add +22.0%	16,461	$1.6M
RBA Wealth Management, LLC	0.64%	Reduce -1.5%	16,459	$1.6M
Sax Wealth Advisors, LLC	0.12%	Add +222.6%	16,433	$1.6M
Voya Financial Advisors, Inc.	0.18%	Reduce -5.6%	16,429	$1.6M
Acropolis Investment Management, LLC	0.10%	Reduce -4.6%	16,215	$1.6M
Heritage Wealth Management, Inc.	0.55%	Add +10.5%	16,196	$1.6M
Heritage Wealth Management, Inc.	1.36%	Reduce -11.9%	16,077	$1.6M
Factor Wealth Management LTD	0.49%	Add +0.8%	16,013	$1.6M
Optivise Advisory Services LLC	0.88%	Reduce -42.2%	15,929	$1.6M
Schiavi & Co LLC	0.58%	Reduce -5.7%	15,921	$1.6M
Dow Chemical Co.	0.23%	No change	15,912	$1.6M
Investment House LLC	0.09%	New	15,898	$1.6M
Nations Financial Group Inc, /Ia/	0.12%	Reduce -4.7%	15,858	$1.6M
Pinnacle Bancorp, Inc.	0.51%	Add +1.2%	15,805	$1.6M
Register Financial Advisors LLC	0.81%	Add +25.4%	15,713	$1.6M
Nvwm, LLC	0.41%	Reduce -71.7%	15,703	$1.6M
GFG Capital, LLC	0.48%	No change	15,681	$1.6M
Dixon Mitchell Investment Counsel Inc.	0.07%	Add +728.2%	15,604	$1.5M
Fi3 FINANCIAL ADVISORS, LLC	0.63%	Reduce -64.8%	15,582	$1.5M
Ballentine Partners, LLC	0.03%	Add +2.4%	15,507	$1.5M
Pathway Financial Advisors LLC	0.27%	Add +13.1%	15,372	$1.5M
Camarda Financial Advisors, LLC	0.68%	Reduce -11.8%	15,313	$1.5M
Sierra Capital LLC	0.18%	Add +39.9%	15,243	$1.5M
Litman Gregory Wealth Management LLC	0.13%	Reduce -15.1%	15,238	$1.5M
GeoWealth Management, LLC	0.06%	Add +22.3%	15,229	$1.5M
Avior Wealth Management, LLC	0.06%	Reduce -39.7%	15,245	$1.5M
Transamerica Financial Advisors, LLC	0.15%	Reduce -3.6%	15,144	$1.5M
Cascade Financial Partners, LLC	0.19%	Reduce -16.9%	15,113	$1.5M
Avion Wealth	0.38%	No change	15,419	$1.5M
Bourgeon Capital Management LLC	0.33%	Add +0.5%	15,067	$1.5M
Wealth Alliance Advisory Group, LLC	0.31%	Add +1.8%	15,012	$1.5M
Magnolia Capital Advisors LLC	0.40%	Reduce -5.9%	14,968	$1.5M
WestHill Financial Advisors, Inc.	0.34%	Reduce -6.5%	14,931	$1.5M
Objective Capital Management, LLC	1.87%	Reduce -47.0%	14,819	$1.5M
Sound Income Strategies, LLC	0.09%	Reduce -3.0%	14,804	$1.5M
Dearborn Partners LLC	0.07%	Reduce -3.5%	14,691	$1.5M
Sage Mountain Advisors LLC	0.11%	Add +10.1%	14,654	$1.4M
Heritage Oak Wealth Advisors LLC	0.64%	Add +464.3%	14,570	$1.4M
Virtue Capital Management, LLC	0.17%	Add +44.7%	14,537	$1.4M
Bessemer Group Inc.	0.00%	Reduce -1.4%	14,540	$1.4M
Daymark Wealth Partners, LLC	0.06%	Reduce -41.5%	14,481	$1.4M
American Investment Services, Inc.	0.25%	Reduce -2.2%	14,475	$1.4M
New England Private Wealth Advisors LLC	0.22%	No change	14,455	$1.4M
Mesirow Financial Investment Management, Inc.	0.03%	Add +10.5%	14,378	$1.4M
Capital Investment Advisors, LLC	0.03%	Reduce -13.7%	14,377	$1.4M
Welch & Forbes LLC	0.02%	Add +20.3%	14,261	$1.4M
Presidio Capital Management, LLC	0.59%	Reduce -13.3%	14,229	$1.4M
GatePass Capital, LLC	1.06%	Add +37.9%	14,143	$1.4M
Howland Capital Management LLC	0.06%	Add +0.8%	13,949	$1.4M
Carrera Capital Advisors	0.30%	Add +31.0%	13,783	$1.4M
Tennessee Valley Asset Management Partners	0.22%	Reduce -29.6%	13,626	$1.3M
Garrison Point Advisors, LLC	0.65%	Add +2.2%	13,620	$1.3M
One Wealth Advisors, LLC	0.20%	New	13,609	$1.3M
Olde Wealth Management, LLC	0.47%	Reduce -31.1%	13,560	$1.3M
Clarity Capital Partners LLC	0.54%	Add +7.7%	13,471	$1.3M
Oxinas Partners, LLC	0.78%	Reduce -69.9%	13,434	$1.3M
Balboa Wealth Partners	0.32%	Add +0.4%	13,431	$1.3M
CPR Investments Inc.	1.17%	Add +92.7%	13,378	$1.3M
First Financial Bankshares Inc	0.03%	New	13,374	$1.3M
Rede Wealth, LLC	0.46%	Reduce -0.1%	13,307	$1.3M
Kohmann Bosshard Financial Services, LLC	0.15%	Add +0.1%	13,272	$1.3M
Fonville Wealth Management LLC	0.38%	Add +322.0%	13,175	$1.3M
Pinnacle Wealth Management Advisory Group, LLC	0.12%	Add +40.8%	13,104	$1.3M
Phillips Wealth Planners LLC	1.36%	Reduce -14.2%	13,311	$1.3M
Princeton Global Asset Management LLC	0.26%	Reduce -0.2%	13,022	$1.3M
Private Wealth Group, LLC	0.75%	No change	12,959	$1.3M
Werba Rubin Papier Wealth Management	0.28%	Add +5.6%	12,942	$1.3M
Curi Capital, LLC	0.03%	Reduce -11.6%	12,938	$1.3M
King Wealth Management Group	0.19%	Reduce -4.5%	12,845	$1.3M
Horizons Wealth Management	0.96%	Add +2.7%	12,843	$1.3M
Ariadne Wealth Management, LP	0.66%	No change	12,980	$1.3M
Altfest L J & Co. Inc.	0.16%	Add +23.8%	12,818	$1.3M
Total Wealth Planning, LLC	0.19%	Reduce -1.0%	12,805	$1.3M
Tyler-Stone Wealth Management	0.23%	Reduce -3.0%	12,762	$1.3M
LongView Wealth Management	0.38%	Add +0.7%	12,695	$1.3M
Rockbridge Investment Management, LCC	0.15%	Reduce -3.1%	12,627	$1.2M
FOCUS Wealth Advisors, LLC	0.69%	No change	12,595	$1.2M
Jordan Park Group LLC	0.09%	Add +1.6%	12,582	$1.2M
Blue Fin Capital, Inc.	0.24%	Add +1.4%	12,531	$1.2M
Quantinno Capital Management LP	0.01%	New	12,476	$1.2M
Ingalls & Snyder LLC	0.04%	No change	12,459	$1.2M
MFA Wealth Services	1.01%	Reduce -18.0%	12,448	$1.2M
VestGen Investment Management	0.93%	Add +7.7%	12,426	$1.2M
Brooks, Moore & Associates, Inc.	0.69%	Add +148.0%	12,400	$1.2M
Fairvoy Private Wealth, LLC	0.34%	Reduce -90.4%	12,340	$1.2M
Forza Wealth Management, LLC	0.55%	Add +6.5%	12,337	$1.2M
Realta Investment Advisors	0.56%	Reduce -6.4%	12,328	$1.2M
Alpha Financial Advisors, LLC	0.54%	Add +104.8%	12,234	$1.2M
Parr McKnight Wealth Management Group, LLC	0.17%	Add +5.1%	12,228	$1.2M
Dorsey & Whitney Trust CO LLC	0.07%	Add +45.8%	12,228	$1.2M
Procyon Advisors, LLC	0.07%	Reduce -9.8%	12,132	$1.2M
Stephens Consulting, LLC	0.30%	Add +1.6%	12,020	$1.2M
BBR Partners, LLC	0.08%	Reduce -0.4%	11,985	$1.2M
Quest 10 Wealth Builders, Inc.	1.26%	Add +5.4%	11,920	$1.2M
Brookmont Capital Management	0.67%	Reduce -4.6%	11,922	$1.2M
Aprio Wealth Management, LLC	0.15%	Add +26.1%	11,917	$1.2M
Affinity Investment Advisors, LLC	0.96%	No change	11,890	$1.2M
Lion Street Advisors, LLC	0.37%	New	11,887	$1.2M
Simon Quick Advisors, LLC	0.07%	Reduce -27.1%	11,856	$1.2M
OneAscent Financial Services LLC	0.08%	Add +94.0%	11,758	$1.2M
Mainsail Financial Group, LLC	0.66%	Add +14.3%	11,766	$1.2M
W.G. Shaheen & Associates DBA Whitney & Co	0.12%	Add +52.5%	11,763	$1.2M
Abundance Wealth Counselors	0.24%	Add +3.9%	11,748	$1.2M
Lee Financial Co	0.18%	Add +100.5%	11,668	$1.2M
UMB Bank, n.a.	0.02%	Add +5.6%	11,662	$1.2M
EverSource Wealth Advisors, LLC	0.06%	Add +20.1%	11,636	$1.2M
Arkadios Wealth Advisors	0.04%	Add +72.5%	11,601	$1.1M
LifeGoal Investments, LLC	1.24%	Add +82.4%	11,575	$1.1M
Ellis Investment Partners, LLC	0.24%	Reduce -2.8%	11,555	$1.1M
Tsfg, LLC	0.23%	Reduce -2.4%	11,524	$1.1M
V2 Financial group LLC	0.73%	Reduce -0.2%	11,490	$1.1M
Consolidated Portfolio Review Corp	0.18%	Add +1.7%	11,421	$1.1M
Sheets Smith Wealth Management	0.14%	Reduce -6.5%	11,360	$1.1M
Norden Group LLC	0.13%	New	11,335	$1.1M
TCV Trust & Wealth Management, Inc.	0.10%	Reduce -0.1%	11,329	$1.1M
ABLE Financial Group, LLC	0.31%	Add +13.8%	11,304	$1.1M
Lee Danner & Bass Inc.	0.09%	Add +271.4%	11,299	$1.1M
Discipline Wealth Solutions, LLC	0.53%	Reduce -4.2%	11,256	$1.1M
Summit Financial Consulting LLC	1.01%	—	11,034	$1.1M
Western Wealth Management, LLC	0.07%	Reduce -44.4%	11,009	$1.1M
Lifeworks Advisors, LLC	0.18%	Reduce -22.6%	10,952	$1.1M
Triumph Capital Management	0.36%	Add +30.6%	10,901	$1.1M
Watts Gwilliam & Co., LLC	0.23%	Reduce -3.6%	10,898	$1.1M
Providence Capital Advisors, LLC	0.22%	Reduce -3.7%	10,794	$1.1M
Apollon Financial, LLC	0.25%	Reduce -6.7%	10,776	$1.1M
Capital Investment Advisory Services, LLC	0.10%	Add +11.2%	10,743	$1.1M
Veltria Advisors Corp.	0.69%	No change	10,730	$1.1M
Pinebridge Investments, L.P.	0.01%	Reduce -4.5%	10,705	$1.1M
Steel Grove Capital Advisors, LLC	0.16%	Reduce -36.0%	10,538	$1.0M
Brasada Capital Management, LP	0.21%	Add +6.5%	10,605	$1.0M
BTC Capital Management, Inc.	0.09%	Reduce -2.5%	10,371	$1.0M
Red Tortoise LLC	0.53%	Reduce -25.4%	10,281	$1.0M
Sovran Advisors, LLC	0.13%	Reduce -13.8%	10,391	$1.0M
Yukon Wealth Management, Inc.	0.42%	—	10,258	$1.0M
Uptick Partners, LLC	0.34%	Add +13.7%	10,213	$1.0M
Kampmann Melissa S.	0.80%	Add +0.7%	10,208	$1.0M
Five Oceans Advisors	0.48%	Reduce -10.1%	10,188	$1.0M
Sequent Planning LLC	0.36%	Add +4.7%	10,177	$1.0M
Brooklyn Investment Group	0.22%	Add +203220.0%	10,166	$1.0M
Per Stirling Capital Management, LLC.	0.14%	Add +9.1%	10,137	$1.0M
Pacific Financial Group Inc.	0.81%	Add +0.4%	10,134	$1.0M
AG Asset Advisory, LLC	1.03%	No change	10,114	$1.0M
South Plains Financial, Inc.	0.78%	No change	10,109	$1000K
International Private Wealth Advisors LLC	0.96%	Reduce -23.1%	10,106	$1000K
Badgley Phelps Wealth Managers, LLC	0.02%	Add +0.8%	10,104	$1000K
Signaturefd, LLC	0.02%	Reduce -13.9%	10,100	$999K
Wedbush Securities Inc.	0.04%	Reduce -1.8%	10,100	$999K
Clear Creek Financial Management, LLC	0.10%	Add +93.4%	10,059	$995K
CIBC Asset Management Inc	0.00%	Reduce -1.6%	10,047	$994K
Horan Securities, Inc.	0.37%	Add +8.3%	10,013	$990K
Bowie Capital Management, LLC	0.05%	No change	10,000	$989K
Rinkey Investments	0.31%	Add +16.3%	9,986	$988K
Penney Financial, LLC	0.65%	Add +7.4%	9,964	$986K
Smith Thornton Advisors LLC	0.61%	Reduce -66.3%	9,936	$983K
Tme Financial, Inc.	0.85%	Reduce -11.8%	9,894	$979K
Sepio Capital, LP	0.08%	No change	9,881	$977K
Whitegate Investment Counselors, Inc.	0.35%	Reduce -21.6%	9,875	$977K
ALM First Financial Advisors, LLC	0.22%	New	9,767	$966K
HRC Wealth Management, LLC	0.60%	Reduce -0.2%	9,764	$966K
Agf Management Ltd.	0.01%	No change	9,750	$964K
Physician Wealth Advisors, Inc.	0.17%	Reduce -31.0%	9,722	$962K
Perennial Investment Advisors, LLC	0.11%	Add +5.2%	9,721	$962K
Advisory Alpha, LLC	0.03%	Add +18.8%	9,715	$961K
Fiera Capital Corp	0.00%	Reduce -12.5%	9,710	$961K
Dale Q Rice Investment Management Ltd	0.50%	Reduce -2.5%	9,694	$959K
TruNorth Capital Management, LLC	0.24%	Reduce -11.0%	9,685	$958K
Noble Family Wealth, LLC	0.26%	Reduce -0.1%	9,666	$956K
Tolleson Wealth Management, Inc.	0.18%	Reduce -3.9%	9,649	$954K
Keystone Financial Group	0.10%	Reduce -46.3%	9,569	$947K
Tower Research Capital LLC (TRC)	0.03%	Add +167.6%	9,533	$943K
Stratos Investment Management, LLC	0.05%	Reduce -59.3%	9,517	$941K
Inscription Capital, LLC	0.15%	—	9,579	$938K
Farrell Financial LLC	0.68%	Reduce -14.4%	9,482	$938K
William Howard & Co Financial Advisors Inc	0.88%	No change	9,462	$936K
Evergreen Advisors, LLC	0.26%	Reduce -3.1%	9,439	$934K
FWG Holdings, LLC	0.46%	Add +33.5%	9,410	$933K
Revolve Wealth Partners, LLC	0.13%	Add +3.2%	9,419	$932K
Victory Financial Group, LLC	0.18%	Reduce -25.2%	9,410	$931K
McElhenny Sheffield Capital Management, LLC	0.35%	Add +77.8%	9,395	$929K
Pointe Capital Management LLC	0.54%	Add +13.6%	9,375	$927K
Disciplined Investments, LLC	0.42%	Reduce -8.7%	9,303	$920K
Finward Bancorp	0.79%	Add +1.7%	9,192	$909K
Good Life Advisors, LLC	0.06%	Reduce -61.5%	9,102	$900K
Florida Financial Advisors, LLC	0.35%	Add +20.6%	9,067	$897K
Centennial Bank	0.42%	Reduce -7.3%	9,018	$892K
Wealth Management Nebraska	0.14%	New	9,000	$890K
Advus Financial Partners, LLC	0.25%	Reduce -3.0%	8,904	$881K
Mittelman Wealth Management	0.79%	Add +0.6%	8,846	$875K
Lodestar Private Asset Management LLC	0.11%	Add +0.9%	8,843	$875K
Trek Financial, LLC	0.06%	Reduce -34.5%	8,807	$871K
Madison Wealth Partners, Inc	0.21%	Reduce -0.8%	8,796	$870K
Naviter Wealth, LLC	0.10%	Reduce -3.3%	8,776	$866K
Tilson Financial Group, Inc.	0.34%	Reduce -15.5%	8,749	$865K
RiverFront Investment Group, LLC	0.02%	Reduce -86.4%	8,706	$861K
Central Pacific Bank - Trust Division	0.12%	Reduce -1.8%	8,670	$858K
Howe & Rusling Inc.	0.07%	Reduce -0.3%	8,666	$857K
Potomac Fund Management Inc.	0.38%	Reduce -12.5%	8,773	$853K
Fort Washington Investment Advisors Inc.	0.01%	Add +2.6%	8,608	$852K
Bison Wealth, LLC	0.08%	Add +49.1%	8,545	$846K
Creative Financial Designs Inc.	0.07%	Reduce -33.8%	8,538	$845K
Cidel Asset Management Inc.	0.06%	New	8,497	$841K
Carmel Capital Partners, LLC	0.33%	Add +116.3%	8,447	$836K
EWG Elevate Inc.	0.32%	Reduce -13.2%	8,404	$831K
Armstrong Advisory Group, Inc.	0.07%	No change	8,537	$827K
Childress Capital Advisors, LLC	0.24%	Add +0.4%	8,330	$824K
Legacy Edge Advisors, LLC	0.13%	Reduce -1.2%	8,326	$824K
Mgo One Seven LLC	0.03%	Reduce -4.4%	8,307	$822K
Union Savings Bank	0.40%	Reduce -0.6%	8,307	$822K
Fsa Wealth Partners, Inc.	0.31%	Reduce -4.2%	8,283	$819K
Hilltop Holdings Inc.	0.05%	Reduce -24.9%	8,209	$812K
VestGen Advisors, LLC	0.04%	—	8,198	$811K
Genesee Capital Advisors, LLC	0.40%	Add +1.1%	8,178	$809K
Neuberger Berman Group LLC	0.00%	Reduce -45.4%	8,164	$808K
Investment Advisory Group, LLC	0.27%	Add +4.9%	8,086	$800K
B.O.S.S. Retirement Advisors, LLC	0.23%	Add +39.9%	8,055	$797K
Flaharty Asset Management, LLC	0.11%	Add +0.1%	8,025	$794K
Genesis Wealth Advisors, LLC	0.64%	Reduce -8.0%	7,993	$791K
Brady Family Wealth, LLC	0.25%	No change	7,971	$788K
First Financial Bank - Trust Division	0.08%	Reduce -69.5%	7,967	$788K
Orin Green Financial, LLC	0.37%	New	8,093	$787K
Wall Street Financial Group, Inc.	0.81%	Reduce -2.7%	7,864	$778K
Pennington Partners & Co., LLC	0.44%	Add +19.9%	7,849	$776K
First National Corp. /Ma/	0.17%	No change	7,789	$770K
Ledyard National Bank	0.08%	Add +34.1%	7,771	$769K
Worth Asset Management, LLC	0.42%	New	7,720	$764K
Wells Financial Advisors INC	1.05%	Add +35.3%	7,681	$760K
Level Financial Advisors	0.25%	New	7,570	$749K
Fiduciary Financial Group, LLC	0.16%	Add +22.7%	7,690	$747K
Shepherd Financial Partners LLC	0.09%	Reduce -7.6%	7,552	$747K
Successful Portfolios LLC	0.51%	Reduce -2.1%	7,534	$745K
Stillwater Capital Advisors, LLC	0.10%	No change	7,530	$745K
Hobbs Group Advisors, LLC	0.28%	Add +33.8%	7,526	$744K
Alpha Cubed Investments, LLC	0.03%	Reduce -0.5%	7,518	$744K
Peapack Gladstone Financial Corp.	0.01%	Reduce -26.6%	7,470	$739K
GW Henssler & Associates Ltd.	0.04%	No change	7,464	$738K
CoreCap Advisors, LLC	0.03%	Add +28.1%	7,448	$737K
Mayflower Financial Advisors, LLC	0.11%	Reduce -16.6%	7,423	$734K
Ethos Financial Group, LLC	0.07%	Add +0.9%	7,512	$728K
Fidelis Capital Partners, LLC	0.08%	Add +1.1%	7,362	$726K
Obsidian Cio, LLC	0.12%	Reduce -86.5%	7,338	$726K
Kingdom Financial Group LLC.	0.53%	Add +28.7%	7,323	$724K
Rossby Financial, LCC	0.31%	Add +173.5%	7,277	$718K
Pallas Capital Advisors LLC	0.03%	Add +1.1%	7,234	$716K
Beacon Financial Group	0.08%	Add +86.0%	7,227	$715K
Guardian Partners Inc.	0.07%	Reduce -2.8%	7,314	$715K
New World Advisors LLC	0.16%	Reduce -22.0%	7,217	$714K
Rock Point Advisors, LLC	0.22%	Add +1.2%	7,150	$707K
Augustine Asset Management Inc.	0.21%	Add +3.9%	7,128	$705K
Caprock Group, LLC	0.02%	New	7,070	$699K
Haverford Trust Co	0.01%	Add +4.6%	7,067	$699K
Choate Investment Advisors	0.02%	Reduce -31.7%	7,055	$698K
Atticus Wealth Management, LLC	0.23%	Reduce -95.3%	7,044	$697K
MRP Capital Investments, LLC	0.65%	Add +2.1%	7,044	$697K
Elevation Point Wealth Partners, LLC	0.06%	Reduce -14.6%	7,042	$697K
Veracity Capital LLC	0.27%	Reduce -20.1%	7,005	$693K
U.S. Capital Wealth Advisors, LLC	0.02%	Reduce -19.2%	7,001	$693K
Prairiewood Capital, LLC	0.28%	Add +0.2%	6,917	$684K
Summa Corp.	0.39%	No change	6,900	$683K
ORG Partners LLC	0.17%	Reduce -47.9%	6,849	$678K
Transcend Capital Advisors, LLC	0.05%	Add +1.5%	6,842	$677K
Burney Co./	0.02%	Add +20.9%	6,837	$676K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.02%	Add +6.1%	6,787	$671K
Warner Financial, Inc.	0.30%	Add +3.2%	6,772	$670K
Inman Jager Wealth Management, LLC	0.50%	Add +7.6%	6,723	$665K
Vigilare Wealth Management	0.27%	Add +0.6%	6,718	$665K
Christopher J. Hasenberg, Inc	0.28%	Add +6.3%	6,695	$663K
JMG Financial Group, Ltd.	0.02%	Reduce -60.0%	6,685	$661K
Retirement Planning Group, LLC	0.03%	Add +5.8%	6,667	$660K
Hilltop Partners LLC	0.22%	Reduce -18.4%	6,629	$656K
Leonard Rickey Investment Advisors P.L.L.C.	0.14%	Add +2.0%	6,690	$653K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.10%	Reduce -52.9%	6,611	$653K
Patten & Patten Inc.	0.04%	Add +0.1%	6,564	$649K
Seascape Capital Management	0.23%	Reduce -45.7%	6,565	$649K
MCF Advisors LLC	0.05%	Reduce -2.2%	6,531	$646K
Tudor Investment Corporation	0.01%	New	6,521	$645K
Texas Yale Capital Corp.	0.03%	Add +1.6%	6,496	$643K
Cambridge Advisors Inc.	0.14%	No change	6,458	$639K
Calton & Associates, Inc.	0.15%	Add +3.7%	6,438	$637K
VAUGHAN & Co SECURITIES, INC.	0.39%	Add +0.8%	6,435	$637K
Sonora Investment Management Group, LLC	0.05%	Add +24.6%	6,423	$635K
Flputnam Investment Management Co.	0.01%	Reduce -17.6%	6,422	$635K
Truefg, LLC	0.21%	Add +5.0%	6,421	$635K
Jacobi Capital Management LLC	0.05%	Reduce -28.9%	6,402	$633K
Kintra Wealth, LLC	0.43%	Reduce -41.2%	6,378	$631K
Mma Asset Management LLC	0.27%	Reduce -1.5%	6,368	$630K
BlueStem Wealth Partners, LLC	0.09%	Reduce -91.1%	6,366	$630K
Aviso Financial Inc.	0.03%	No change	6,341	$628K
Tradewinds, LLC.	0.18%	Reduce -12.5%	6,321	$625K
Bernardo Wealth Planning LLC	0.15%	Add +14.9%	6,314	$625K
Gitterman Wealth Management, LLC	0.17%	Add +44.5%	6,314	$625K
Sterling Group Wealth Management, LLC	0.33%	No change	6,296	$623K
Vested Financial Planning, LLC	0.62%	Add +1.3%	6,284	$622K
Montag A & Associates Inc.	0.03%	No change	6,279	$621K
Heritage Trust Co	0.08%	Reduce -6.8%	6,278	$621K
Planned Solutions, Inc.	0.25%	Add +2.4%	6,247	$618K
Investure, LLC	0.04%	Reduce -5.0%	6,237	$617K
C M Bidwell & Associates Ltd.	0.37%	Reduce -0.9%	6,226	$616K
Titleist Asset Management, LLC	0.07%	Reduce -43.6%	6,189	$612K
Bank Julius Baer & Co. Ltd, Zurich	0.00%	Add +6.0%	6,175	$611K
Carnegie Investment Counsel	0.01%	Reduce -6.2%	6,219	$611K
Postrock Partners LLC	0.30%	Add +7.5%	6,173	$611K
Independent Wealth Network Inc.	0.24%	Add +56.8%	6,168	$610K
Bfsg, LLC	0.07%	Add +1.3%	6,163	$610K
ARK & TLK Investments, LLC	0.21%	Add +10.4%	6,161	$609K
Fortitude Advisory Group L.L.C.	0.44%	Reduce -1.8%	6,202	$609K
Berkeley Capital Partners, LLC	0.17%	Add +0.8%	6,127	$606K
Melfa Wealth Management, Inc.	0.41%	Add +15.1%	6,118	$605K
Abel Hall, LLC	0.36%	Reduce -8.8%	6,099	$603K
Magnolia Private Wealth, LLC	0.51%	Reduce -46.3%	6,090	$602K
Bond & Devick Financial Network, Inc.	0.22%	Add +15.9%	6,075	$601K
Planwiser Financial, LLC	0.54%	—	6,120	$601K
Madden Advisory Services, Inc.	0.28%	Reduce -36.9%	6,071	$601K
Redwood Investment Management, LLC	0.06%	Reduce -91.2%	6,049	$598K
Financial Consulate, Inc.	0.15%	Reduce -40.2%	6,023	$596K
Woodside Wealth Management LLC	0.55%	—	6,012	$595K
Premier Path Wealth Partners, LLC	0.09%	Add +3.7%	6,007	$594K
Orgel Wealth Management, LLC	0.02%	Reduce -56.0%	5,961	$590K
PrairieView Partners, LLC	0.06%	Add +2.6%	5,955	$589K
Balefire, LLC	0.20%	Add +255.7%	5,944	$588K
HUB Investment Partners, LLC	0.02%	Reduce -5.4%	5,935	$587K
Balanced Rock Investment Advisors LLC	0.47%	Reduce -12.5%	5,934	$587K
Topel & Distasi Wealth Management, LLC	0.27%	Reduce -16.5%	5,930	$587K
Summit Financial Strategies, Inc.	0.06%	Reduce -4.9%	5,882	$582K
IMS Capital Management	0.29%	Add +0.3%	5,876	$581K
Winthrop Advisory Group LLC	0.07%	Reduce -36.9%	5,864	$580K
Whittier Trust Co. of Nevada Inc.	0.01%	Reduce -23.2%	5,844	$578K
Oak Wealth Advisors LLC	0.42%	Add +5.0%	5,799	$574K
PAX Financial Group, LLC	0.10%	Add +84.7%	5,759	$570K
AQR Capital Management	0.00%	Add +0.1%	5,750	$569K
TSA Wealth Managment LLC	0.23%	Reduce -44.5%	5,730	$567K
Birch Financial Group, LLC	0.50%	Reduce -29.8%	5,723	$566K
Finley Financial, LLC	0.32%	Add +4.1%	5,710	$566K
Weil Company, Inc.	0.17%	Reduce -55.5%	5,718	$566K
Asset Allocation & Management Company, LLC	0.28%	New	5,692	$563K
Diversified Portfolios, Inc.	0.06%	Reduce -27.8%	5,679	$562K
Partners in Financial Planning	0.11%	Reduce -0.2%	5,656	$559K
Cornerstone Wealth Management, LLC	0.04%	Add +9.6%	5,646	$558K
Tidemark, LLC	0.20%	Reduce -18.3%	5,622	$556K
Alliance Wealth Advisors, LLC	0.14%	Add +48.7%	5,617	$556K
Atlantic Family Wealth, LLC	0.51%	Add +10.0%	5,555	$550K
Signature Estate & Investment Advisors LLC	0.01%	Reduce -7.3%	5,555	$549K
Silver Oak Securities, Incorporated	0.05%	Add +13.6%	5,559	$549K
Peterson Wealth Services	0.17%	Add +85.5%	5,539	$548K
Proffitt & Goodson Inc.	0.09%	Reduce -3.2%	5,532	$547K
Harvest Investment Services, LLC	0.15%	Add +8.5%	5,528	$547K
Ameraudi Asset Management, Inc.	0.31%	No change	5,520	$546K
Gateway Wealth Partners, LLC	0.12%	Add +18.9%	5,512	$545K
Tassel Capital Management, Inc.	0.48%	Add +153.1%	5,495	$544K
Garden State Investment Advisory Services LLC	0.17%	New	5,486	$543K
Promus Capital, LLC	0.41%	No change	5,468	$541K
Patron Partners, LLC	0.29%	Add +2.4%	5,448	$539K
BridgePort Financial Solutions, LLC	0.24%	Add +1.7%	5,438	$538K
Resurgent Financial Advisors LLC	0.32%	Add +0.3%	5,430	$537K
RTD Financial Advisors, Inc.	0.07%	Add +0.3%	5,427	$537K
GFS Advisors, LLC	0.11%	Reduce -12.9%	5,402	$534K
Brighton Jones LLC	0.02%	Reduce -46.2%	5,368	$531K
Rockingstone Advisors LLC	0.24%	No change	5,350	$529K
Wealthedge Investment Advisors, LLC	0.24%	Reduce -44.1%	5,348	$529K
Elios Financial Group Inc.	0.26%	Add +5.1%	5,337	$528K
KPP Advisory Services LLC	0.10%	Reduce -35.9%	5,334	$528K
Ascentis Wealth Management, LLC	0.17%	New	5,312	$526K
Wingate Wealth Advisors, Inc.	0.61%	Reduce -23.0%	5,318	$526K
FAS Wealth Partners, Inc.	0.04%	Reduce -1.2%	5,307	$525K
Old Mission Investment Co LLC	0.16%	Reduce -21.6%	5,305	$525K
BKM Wealth Management, LLC	0.22%	Reduce -19.4%	5,299	$524K
Sunbelt Securities, Inc.	0.05%	Reduce -27.6%	5,273	$522K
Country Club Bank	0.04%	Reduce -15.3%	5,265	$520K
Gradient Capital Advisors, LLC	0.17%	No change	5,239	$518K
MSH Capital Advisors LLC	0.16%	Reduce -17.9%	5,238	$518K
Palisade Asset Management, LLC	0.05%	Reduce -4.6%	5,204	$515K
PUREfi Wealth, LLC	0.51%	New	5,188	$513K
NWK Group, Inc.	0.23%	Add +1.6%	5,183	$513K
Claro Advisors Inc.	0.07%	Reduce -43.1%	5,078	$502K
New Century Financial Group, LLC	0.58%	Reduce -89.4%	5,066	$501K
RHS Financial, LLC	0.28%	Reduce -41.8%	5,058	$500K
Cadence Bank	0.04%	Add +38.1%	5,049	$499K
Etesian Wealth Advisors, Inc.	0.21%	Reduce -4.3%	5,041	$499K
HFG Wealth Management, LLC	0.30%	Add +41.2%	5,123	$496K
Apeiron RIA LLC	0.15%	Add +110.7%	5,016	$496K
Quadcap Wealth Management, LLC	0.07%	Reduce -25.9%	5,013	$496K
Vision Financial Markets LLC	0.54%	No change	5,000	$495K
Beacon Financial Advisory LLC	0.15%	Reduce -0.1%	4,972	$492K
Roger Wittlin Investment Advisory, LLC	0.29%	Add +0.5%	4,965	$491K
Sprott Inc.	0.03%	Add +0.5%	4,958	$490K
Clare Market Investments LLC	0.13%	Add +0.6%	4,910	$486K
PMG Wealth Management, Inc.	0.52%	Add +7.7%	4,925	$486K
LongView Asset Management LLC	0.42%	Reduce -73.9%	4,899	$485K
J. W. Coons Advisors, LLC	0.13%	Add +0.1%	4,898	$485K
Strategies Wealth Advisors, LLC	0.06%	Reduce -8.9%	4,891	$484K
GSG Advisors LLC	0.16%	Add +0.8%	4,928	$483K
Richard Bernstein Advisors LLC	0.01%	Reduce -98.2%	4,876	$482K
Ssa Swiss Advisors AG	0.25%	—	4,866	$481K
Cardinal Point Capital Management ULC	0.04%	New	4,853	$480K
Manuka Financial, LLC	0.31%	Reduce -15.2%	4,844	$479K
Chapin Davis, Inc.	0.16%	Add +3.6%	4,841	$479K
Primoris Wealth Advisors, LLC	0.37%	New	4,840	$479K
Americana Partners, LLC	0.02%	Reduce -28.3%	4,815	$476K
MBL Wealth, LLC	0.05%	Reduce -32.0%	4,761	$471K
Anchor Capital Advisors LLC	0.01%	No change	4,749	$470K
Power Wealth Management LLC	0.19%	Reduce -5.7%	4,713	$466K
Milestone Asset Management, LLC	0.10%	New	4,700	$465K
WNY Asset Management, LLC	0.06%	Reduce -18.1%	4,680	$463K
Halbert Hargrove Global Advisors, LLC	0.03%	No change	4,675	$462K
Drucker Wealth 3.0, LLC	0.10%	Reduce -46.3%	4,674	$462K
Sonata Capital Group Inc.	0.20%	Add +1.1%	4,673	$462K
Latitude Advisors, LLC	0.27%	Reduce -13.6%	4,669	$462K
WealthPlan Investment Management, LLC	0.05%	Reduce -2.1%	4,661	$461K
First National Trust Co	0.02%	Reduce -3.5%	4,633	$458K
Rosenberg Matthew Hamilton	0.11%	Add +3.8%	4,631	$458K
Brown Wealth Management, LLC	0.16%	Add +6.0%	4,626	$458K
Crewe Advisors LLC	0.06%	No change	4,623	$457K
Beacon Capital Management, LLC	0.06%	Add +2.8%	4,621	$457K
Atlas Legacy Advisors, LLC	0.12%	No change	4,614	$456K
John W. Brooker & Co., CPAs	0.19%	Reduce -33.0%	4,603	$455K
Atlanta Consulting Group Advisors, LLC	0.13%	Reduce -34.6%	4,550	$450K
Wood Tarver Financial Group, LLC	0.15%	Reduce -21.5%	4,531	$448K
Syverson Strege & Co	0.14%	Reduce -12.3%	4,520	$447K
Vontobel Holding Ltd.	0.00%	Reduce -26.7%	4,495	$445K
Inspire Trust Co, N.A.	0.11%	No change	4,486	$444K
Willis Johnson & Associates, Inc.	0.03%	Reduce -44.6%	4,473	$442K
Twin Capital Management Inc.	0.05%	Add +13.5%	4,453	$441K
Intrepid Capital Management Inc.	0.27%	New	4,442	$439K
Bulltick Wealth Management, LLC	0.12%	No change	4,415	$437K
Chancellor Financial Group WB LP	0.36%	Reduce -1.6%	4,408	$436K
LexAurum Advisors, LLC	0.08%	Add +14.9%	4,386	$434K
Plum Street Advisors, LLC	0.21%	No change	4,364	$432K
Peregrine Asset Advisers, Inc.	0.16%	Add +11.3%	4,343	$430K
German American Bancorp, Inc.	0.05%	Reduce -4.5%	4,339	$429K
Boston Research & Management Inc.	0.11%	Add +1.0%	4,314	$427K
Venture Visionary Partners LLC	0.02%	Reduce -4.7%	4,303	$426K
Mosaic Family Wealth Partners, LLC	0.06%	Add +0.5%	4,300	$425K
CFO4Life Group, LLC	0.07%	Reduce -2.8%	4,279	$423K
Twin Peaks Wealth Advisors, LLC	0.19%	New	4,322	$423K
Continuum Advisory, LLC	0.05%	Reduce -18.0%	4,259	$421K
Hanson & Doremus Investment Management	0.06%	Add +2.2%	4,246	$420K
Cottage Street Advisors LLC	0.21%	Add +0.5%	4,244	$420K
MidAtlantic Capital Management, Inc.	0.33%	Add +31.4%	4,238	$419K
Your Advocates Ltd., LLP	0.16%	Add +5.9%	4,225	$418K
Moloney Securities Asset Management, LLC	0.06%	Reduce -2.2%	4,218	$417K
City Center Advisors, LLC	0.49%	Add +18.1%	4,212	$417K
Plan Group Financial, LLC	0.15%	Add +6.4%	4,209	$416K
Topsail Wealth Management, LLC	0.08%	Add +4.3%	4,199	$415K
GR Financial Group, LLC	0.06%	New	4,188	$414K
Sentinel Pension Advisors, LLC	0.08%	Add +25.0%	4,158	$411K
Heritage Wealth Advisors	0.02%	Add +0.2%	4,151	$411K
Life Line Wealth Management LLC	0.15%	Add +0.6%	4,120	$408K
Bogart Wealth, LLC	0.02%	No change	4,117	$407K
Thomasville National Bank	0.03%	Reduce -0.6%	4,114	$407K
Bravias Capital Group, LLC	0.33%	Add +0.2%	4,101	$406K
Compass Planning Associates Inc	0.41%	Add +6.4%	4,100	$406K
Annex Advisory Services, LLC	0.01%	Reduce -61.3%	4,099	$405K
Cypress Wealth Services, LLC	0.08%	Reduce -7.8%	4,095	$405K
Gray Private Wealth, LLC	0.24%	Reduce -74.7%	4,093	$405K
Alteri Wealth LLC	0.18%	New	4,084	$404K
WealthCollab, LLC	0.25%	No change	4,082	$404K
25 LLC	0.17%	No change	4,074	$403K
M1 Capital Management LLC	0.25%	Add +43.3%	4,053	$401K
Hanover Advisors Inc.	0.17%	Add +0.6%	4,052	$401K
4WEALTH Advisors, Inc.	0.44%	Reduce -75.5%	4,013	$397K
SteelPeak Wealth, LLC	0.02%	Reduce -95.0%	4,010	$397K
Summit X, LLC	0.08%	Reduce -3.8%	4,004	$396K
Frank, Rimerman Advisors LLC	0.03%	No change	3,996	$395K
Impact Partnership Wealth, LLC	0.08%	Reduce -3.3%	3,992	$395K
Attessa Capital LLC	0.26%	Add +12.3%	3,979	$394K
Hemington Wealth Management	0.06%	Reduce -8.7%	3,982	$393K
Courier Capital LLC	0.03%	Reduce -11.2%	3,969	$393K
Firethorn Wealth Partners, LLC	0.19%	Add +9.3%	3,967	$392K
GTS Securities LLC	0.02%	Reduce -70.9%	3,965	$392K
Trust Co of the South	0.08%	No change	3,958	$392K
Magnus Financial Group LLC	0.04%	Add +45.3%	3,943	$390K
Hengehold Capital Management LLC	0.04%	Add +0.8%	3,929	$389K
Beaumont Financial Advisors, LLC	0.03%	Add +3.7%	3,928	$389K
Joel Isaacson & Co., LLC	0.02%	Add +25.2%	3,905	$386K
Farrow Financial, Inc.	0.26%	Add +24.5%	3,865	$382K
Strategic Investment Solutions, Inc.	0.11%	Reduce -47.8%	3,853	$381K
Traynor Capital Management, Inc.	0.03%	Reduce -0.6%	3,840	$380K
Tempus Wealth Planning, LLC	0.11%	Add +3.0%	3,830	$379K
Strategent Financial, LLC	0.34%	Add +43.8%	3,821	$378K
Note Advisors, LLC	0.31%	Reduce -23.7%	3,797	$376K
Ssi Investment Management LLC	0.15%	Reduce -0.6%	3,785	$374K
Novus Advisors, LLC	0.38%	No change	3,776	$374K
Iams Wealth Management, LLC	0.17%	New	3,770	$373K
Members Wealth LLC	0.28%	Add +0.1%	3,764	$372K
Farmers National Bank	0.10%	Reduce -31.1%	3,745	$370K
Transcendent Capital Group LLC	0.21%	Reduce -3.7%	3,744	$370K
Jefferies Financial Group Inc.	0.01%	Add +1.9%	3,735	$369K
Astoria Portfolio Advisors LLC.	0.13%	New	3,773	$369K
Petix & Botte Co	0.10%	Add +0.1%	3,718	$368K
Creative Capital Management Investments LLC	0.14%	No change	3,716	$368K
Brandywine Oak Private Wealth LLC	0.04%	Add +59.9%	3,712	$367K
Legacy Capital Wealth Partners, LLC	0.09%	Add +52.4%	3,709	$367K
Financial Sense Advisors, Inc.	0.10%	Reduce -8.9%	3,701	$366K
Wiser Wealth Management, Inc	0.10%	New	3,697	$366K
W Advisors, LLC	0.23%	Add +1.8%	3,695	$366K
Financial Management Professionals, Inc.	0.05%	Reduce -8.0%	3,693	$365K
Defined Wealth Management, LLC	0.24%	Add +7.5%	3,672	$363K
Sachetta, LLC	0.15%	Reduce -0.0%	3,671	$363K
Clear Investment Research, LLC	0.48%	Reduce -0.1%	3,668	$363K
Northstar Group, Inc.	0.06%	New	3,630	$359K
North Star Investment Management Corp.	0.03%	Add +0.5%	3,622	$358K
Meadow Creek Wealth Advisors LLC	0.27%	No change	3,605	$357K
Philip James Wealth Mangement, LLC	0.05%	Reduce -5.1%	3,603	$356K
Capital Advisors, Ltd. LLC	0.05%	Reduce -3.6%	3,598	$356K
Cedar Point Capital Partners, LLC	0.24%	Add +12.8%	3,566	$353K
Everhart Financial Group, Inc.	0.05%	New	3,557	$352K
Verus Wealth Management, LLC	0.38%	Reduce -1.4%	3,524	$349K
Radnor Capital Management, LLC	0.06%	New	3,504	$347K
Northwest Financial Advisors	0.28%	Reduce -40.8%	3,474	$344K
Verus Capital Partners, LLC	0.03%	Add +14.1%	3,455	$342K
Canopy Partners, LLC	0.13%	Reduce -14.0%	3,450	$341K
Edmond DE Rothschild Holding S.A.	0.01%	Reduce -1.9%	3,449	$341K
Romano Brothers and Company	0.04%	Add +2.2%	3,446	$341K
Westmount Partners, LLC	0.10%	New	3,444	$341K
West Branch Capital LLC	0.11%	No change	3,443	$341K
Hardin Capital Partners, LLC	0.21%	Reduce -1.5%	3,435	$340K
Delta Financial Group, Inc.	0.08%	Add +0.4%	3,446	$339K
Westshore Wealth, LLC	0.14%	Add +0.1%	3,419	$338K
MB Generational Wealth, LLC	0.25%	New	3,417	$338K
Willow Creek Wealth Management Inc.	0.03%	No change	3,378	$334K
Argent Trust Co	0.01%	Reduce -0.0%	3,375	$334K
Hexagon Capital Partners LLC	0.06%	Reduce -0.1%	3,357	$332K
Segment Wealth Management, LLC	0.02%	Add +0.6%	3,347	$331K
SOA Wealth Advisors, LLC.	0.07%	Add +0.1%	3,343	$331K
Foundation Wealth Management, LLC\PA	0.16%	Add +0.1%	3,326	$329K
Y.D. More Investments Ltd	0.03%	Add +142.3%	3,320	$328K
Abound Financial, LLC	0.17%	New	3,316	$328K
Nicolet Advisory Services, LLC	0.03%	Reduce -36.7%	3,365	$327K
Affinity Capital Advisors, LLC	0.06%	Reduce -30.4%	3,336	$324K
Middleton & Co. Inc.	0.04%	Reduce -17.1%	3,250	$321K
Goelzer Investment Management, Inc.	0.02%	No change	3,249	$321K
Williams Jones Wealth Management, LLC.	0.00%	New	3,247	$321K
Wetzel Investment Advisors, Inc.	0.16%	Reduce -11.6%	3,242	$321K
Brickley Wealth Management	0.07%	Add +5.7%	3,233	$320K
Adero Partners, LLC	0.02%	Add +45.5%	3,200	$317K
Parkshore Wealth Management, Inc.	0.18%	Add +0.0%	3,192	$316K
American Financial Advisors, LLC	0.05%	Add +0.6%	3,190	$316K
Stone Summit Wealth LLC	0.11%	No change	3,188	$315K
Crescent Grove Advisors, LLC	0.03%	Reduce -2.9%	3,167	$313K
Schneider Downs Wealth Management Advisors, LP	0.06%	Reduce -1.6%	3,139	$310K
Maripau Wealth Management LLC	0.18%	Reduce -44.3%	3,137	$310K
Stelac Advisory Services LLC	0.13%	No change	3,136	$310K
Weaver Consulting Group	0.09%	Add +12.3%	3,133	$310K
Hippocratic Financial Advisors, LLC	0.18%	Reduce -7.7%	3,124	$309K
Promethium Advisors,llc	0.20%	Reduce -14.7%	3,112	$308K
Wade Financial Advisory, Inc	0.10%	Reduce -18.0%	3,084	$305K
Stephenson & Company, Inc.	0.20%	No change	3,072	$304K
Pension & Wealth Management Advisors, Inc.	0.11%	Add +6.9%	3,070	$304K
Independence Bank of Kentucky	0.05%	Reduce -5.9%	3,060	$303K
Basepoint Wealth LLC	0.24%	Add +0.6%	3,059	$303K
Performance Wealth Partners, LLC	0.01%	Reduce -7.2%	3,049	$302K
Aspen Grove Capital, LLC	0.06%	No change	3,048	$302K
Mission Financial Group, LLC	0.28%	—	3,037	$301K
Independent Family Office, LLC	0.16%	No change	3,032	$300K
Debussy Capital Management LP	0.05%	Add +0.8%	3,028	$300K
Towneley Capital Management, Inc / DE	0.07%	Reduce -9.3%	3,022	$299K
Rise Advisors, LLC	0.13%	Reduce -9.7%	3,015	$298K
SkyView Investment Advisors, LLC	0.04%	No change	3,012	$298K
Droms Strauss Advisors Inc. /Mo/	0.10%	Reduce -1.2%	3,008	$298K
Gables Capital Management Inc.	0.15%	No change	3,000	$297K
Tenret Co LLC	0.18%	Add +19.8%	2,990	$296K
CJM Wealth Advisers, Ltd.	0.10%	No change	2,974	$294K
Cutler Investment Counsel LLC	0.04%	Reduce -3.7%	2,972	$294K
Waters Parkerson & Co., LLC	0.02%	Reduce -1.7%	2,965	$293K
Old Port Advisors	0.09%	Reduce -1.9%	2,964	$293K
Fiduciary Trust Co	0.00%	No change	2,959	$293K
Holistic Financial Partners	0.14%	Reduce -3.0%	2,942	$291K
Stordahl Capital Management, Inc.	0.07%	Reduce -3.9%	2,940	$291K
Fortis Group Advisors, LLC	0.06%	Add +2.6%	2,912	$288K
Associated Banc-Corp	0.01%	New	2,897	$287K
Everett Harris & Co.	0.00%	No change	2,892	$286K
Spreng Capital Management, Inc.	0.13%	Reduce -15.8%	2,887	$286K
Glen Eagle Advisors, LLC	0.05%	Reduce -0.4%	2,882	$285K
Keebeck Wealth Management	0.04%	Add +12.8%	2,875	$284K
Insight Wealth Partners, LLC	0.17%	Reduce -39.8%	2,868	$284K
Clearview Wealth Advisors LLC	0.21%	No change	2,855	$282K
SWP Financial LLC	0.17%	Reduce -22.9%	2,841	$281K
Lyell Wealth Management, LP	0.03%	No change	2,835	$280K
Quartz Partners, LLC	0.17%	Reduce -53.0%	2,827	$280K
Stonebridge Capital Advisors LLC	0.02%	Reduce -47.4%	2,820	$279K
Ameriflex Group, Inc.	0.11%	Reduce -12.8%	2,809	$278K
Courage Miller Partners, LLC	0.09%	No change	2,805	$277K
Benin Management CORP	0.08%	No change	2,792	$276K
Scott Capital Advisors, LLC	0.08%	Add +0.8%	2,791	$276K
Phocas Financial Corp.	0.04%	No change	2,791	$276K
United Bank	0.11%	Reduce -14.7%	2,789	$276K
Strategic Investment Advisors / MI	0.03%	New	2,771	$274K
Pines Wealth Management, LLC	0.13%	Reduce -6.8%	2,804	$274K
PFG Private Wealth Management, LLC	0.15%	Add +155.0%	2,769	$274K
Talon Private Wealth, LLC	0.04%	Reduce -16.2%	2,764	$273K
Cooper Financial Group	0.04%	Add +22.0%	2,759	$273K
Cornerstone Advisory, LLC	0.03%	Reduce -5.5%	2,779	$272K
Howard Bailey Securities, LLC	0.09%	New	2,747	$272K
Old North State Trust, LLC	0.17%	No change	2,800	$271K
Peak Planning Group, LLC	0.11%	Reduce -9.1%	2,732	$270K
Pinnacle Wealth Management Group, Inc.	0.19%	Reduce -45.1%	2,726	$270K
Moment Partners, LLC	0.05%	New	2,699	$267K
Surience Private Wealth LLC	0.46%	Add +7.5%	2,693	$266K
Centaurus Financial, Inc.	0.02%	Reduce -49.8%	2,686	$266K
Fragasso Financial Advisors Inc	0.02%	Reduce -29.9%	2,688	$266K
New Insight Wealth Advisors	0.12%	No change	2,686	$266K
Sheaff Brock Investment Advisors, LLC	0.02%	No change	2,680	$265K
Lakeridge Wealth Management LLC	0.13%	Reduce -26.1%	2,679	$265K
BNC Wealth Management, LLC	0.10%	No change	2,677	$265K
Wolff Wiese Magana LLC	0.18%	Reduce -15.3%	2,663	$263K
Sykon Capital LLC	0.10%	Reduce -24.1%	2,662	$263K
Northstar Financial Companies, Inc.	0.28%	Add +0.5%	2,655	$263K
Wealthgarden F.S. LLC	0.25%	Add +15.1%	2,634	$261K
Garrett Wealth Advisory Group, LLC	0.06%	No change	2,632	$260K
Cadinha & Co. LLC	0.06%	Add +3.1%	2,630	$260K
Brookwood Investment Group LLC	0.04%	—	2,629	$260K
O'Brien Wealth Partners LLC	0.05%	No change	2,629	$260K
Morris Financial Concepts, Inc.	0.11%	Reduce -1.5%	2,628	$260K
Archford Capital Strategies, LLC	0.04%	Reduce -14.1%	2,619	$259K
Endowment Wealth Management, Inc.	0.17%	New	2,615	$259K
Founders Financial Alliance, LLC	0.06%	Reduce -2.5%	2,608	$258K
Human Investing LLC	0.05%	New	2,605	$258K
Allianz Asset Management GmbH	0.00%	No change	2,600	$257K
Chilton Capital Management LLC	0.01%	No change	2,570	$254K
Braun-Bostich & Associates Inc.	0.19%	Add +1.2%	2,564	$254K
HHM Wealth Advisors, LLC	0.03%	Reduce -42.6%	2,553	$253K
Root Financial Partners, LLC	0.03%	New	2,551	$252K
Fort Sheridan Advisors LLC	0.04%	No change	2,551	$252K
White Lighthouse Investment Management Inc.	0.04%	No change	2,546	$252K
Wealth Advisors of Tampa Bay, LLC	0.10%	Add +5.8%	2,535	$251K
Advance Capital Management, Inc.	0.01%	Reduce -41.6%	2,531	$250K
Kanawha Capital Management LLC	0.02%	No change	2,529	$250K
Essex Bank	0.06%	Add +10.6%	2,528	$250K
Zullo Investment Group, Inc.	0.11%	Reduce -4.3%	2,525	$250K
CENTRAL TRUST Co	0.01%	Reduce -3.1%	2,517	$249K
Kickstand Ventures, Llc.	0.06%	No change	2,515	$249K
ARS Wealth Advisors Group, LLC	0.04%	Reduce -4.2%	2,507	$248K
Catalyst Private Wealth, LLC	0.12%	No change	2,505	$248K
Lanham O'Dell & Company, Inc.	0.14%	No change	2,500	$247K
LPF Advisors LLC	0.20%	No change	2,492	$247K
Evermay Wealth Management LLC	0.03%	Reduce -85.8%	2,481	$245K
McIlrath & Eck, LLC	0.03%	No change	2,481	$245K
Patton Albertson Miller Group, LLC	0.04%	Reduce -38.3%	2,473	$245K
Oakworth Capital, Inc.	0.02%	Reduce -35.1%	2,460	$243K
Joseph Group Capital Management	0.09%	Add +20.0%	2,456	$243K
FSM Wealth Advisors, LLC	0.05%	Reduce -13.3%	2,436	$241K
Client 1ST Advisory Group, LLC	0.09%	Reduce -65.9%	2,430	$240K
Wealth Watch Advisors, INC	0.20%	New	2,426	$240K
Sierra Ocean, LLC	0.19%	Add +0.6%	2,437	$240K
WealthTrust Axiom LLC	0.07%	Reduce -1.7%	2,423	$240K
Financial Advisors Network, Inc.	0.04%	Add +0.8%	2,421	$239K
Mosaic Advisors LLC	0.36%	Reduce -87.1%	2,418	$239K
Nottingham Advisors, Inc.	0.04%	No change	2,407	$238K
Fullcircle Wealth LLC	0.10%	Reduce -53.5%	2,401	$237K
Wise Wealth Partners	0.56%	New	2,385	$236K
Live Oak Private Wealth LLC	0.04%	No change	2,381	$236K
Concorde Asset Management, LLC	0.13%	Reduce -6.4%	2,383	$233K
AllGen Financial Advisors, Inc.	0.07%	Reduce -0.4%	2,359	$233K
Midwest Capital Advisors, LLC	0.14%	Reduce -35.1%	2,347	$232K
AssuredPartners Investment Advisors, LLC	0.04%	Reduce -22.7%	2,341	$232K
Palacios Wealth Management, LLC	0.17%	No change	2,339	$231K
Advyzon Investment Management, LLC	0.08%	New	2,335	$231K
Essential Planning, LLC.	0.09%	Reduce -98.4%	2,334	$231K
Absolute Capital Management, LLC	0.13%	Add +7.5%	2,331	$231K
Certified Advisory Corp	0.03%	Reduce -9.2%	2,320	$229K
Semus Wealth Partners LLC	0.16%	Reduce -2.5%	2,318	$229K
Silver Oak Advisory Group, Inc.	0.12%	No change	2,319	$229K
Navigation Wealth Management, Inc.	0.35%	New	2,310	$229K
Pioneer Wealth Management Group	0.10%	—	2,309	$228K
Prudent Man Advisors, LLC	0.08%	No change	2,298	$227K
Moneco Advisors, LLC	0.02%	Reduce -30.9%	2,294	$227K
Federation des caisses Desjardins du Quebec	0.00%	Add +5.2%	2,287	$226K
Rothschild Investment LLC	0.01%	Add +0.0%	2,271	$225K
Allied Investment Advisors, LLC	0.04%	Reduce -3.5%	2,269	$224K
Banque Pictet & Cie SA	0.00%	New	2,261	$224K
Hills Bank & Trust Co	0.02%	Add +11.4%	2,240	$222K
Wealthfront Advisers LLC	0.00%	Add +2.8%	2,231	$221K
Herold Advisors, Inc.	0.05%	Add +0.6%	2,221	$220K
Ehrlich Financial Group	0.16%	No change	2,221	$220K
Pursue Wealth Partners LLC	0.13%	No change	2,220	$220K
Bank Ozk	0.09%	Reduce -30.3%	2,217	$219K
3EDGE Asset Management, LP	0.01%	No change	2,213	$219K
Missouri Trust & Investment Co	0.08%	Add +4.3%	2,209	$219K
Redhawk Wealth Advisors, Inc.	0.03%	Reduce -70.3%	2,208	$218K
Icon Wealth Advisors, LLC	0.02%	Reduce -76.8%	2,194	$217K
Kwmg, LLC	0.02%	New	2,185	$216K
Destiny Wealth Partners, LLC	0.03%	Add +2.7%	2,177	$215K
SilverOak Wealth Management LLC	0.05%	New	2,170	$215K
Novem Group	0.03%	Reduce -3.0%	2,156	$213K
Kings Path Partners LLC	0.10%	Reduce -23.8%	2,146	$212K
KWB Wealth	0.03%	New	2,187	$212K
Heritage Wealth Partners, LLC	0.32%	New	2,131	$211K
Total Clarity Wealth Management, Inc.	0.07%	No change	2,175	$211K
Life Planning Partners, Inc	0.19%	Reduce -9.2%	2,120	$210K
LaSalle St. Investment Advisors, LLC	0.05%	New	2,114	$209K
Accredited Wealth Management, LLC	0.18%	No change	2,105	$208K
PCG Asset Management, LLC	0.19%	Reduce -27.0%	2,100	$208K
Gouws Capital LLC	0.14%	New	2,100	$208K
Boltwood Capital Management	0.06%	No change	2,100	$208K
RMR Wealth Builders	0.02%	New	2,098	$208K
McHugh Group, LLC	0.16%	No change	2,089	$207K
Appleton Partners Inc.	0.02%	New	2,085	$206K
Loomis Sayles & Co. L P	0.00%	Reduce -23.6%	2,080	$206K
Private Capital Management, LLC	0.02%	Reduce -84.3%	2,077	$205K
Trust Co. of Toledo NA	0.03%	Reduce -22.1%	2,076	$205K
Coastwise Capital Group, LLC	0.17%	Reduce -57.6%	2,071	$205K
Allie Family Office LLC	0.11%	New	2,098	$205K
Well Done, LLC	0.04%	Reduce -24.4%	2,110	$204K
Pine Haven Investment Counsel, Inc	0.17%	New	2,065	$204K
Vestia Personal Wealth Advisors	0.16%	Reduce -17.4%	2,060	$204K
Rockland Trust Co.	0.01%	Reduce -55.5%	2,058	$204K
Harbour Capital Advisors, LLC	0.05%	New	2,045	$203K
Partners Wealth Management, LLC	0.23%	New	2,047	$202K
Falcon Wealth Planning	0.02%	New	2,046	$202K
Financial Symmetry Inc	0.12%	New	2,045	$202K
Evercore Wealth Management, LLC	0.00%	New	2,045	$202K
Harel Insurance Investments & Financial Services Ltd.	0.00%	Add +101.5%	2,043	$202K
Delta Asset Management LLC	0.02%	Reduce -6.2%	2,040	$202K
M. Kulyk & Associates, LLC	0.05%	New	2,038	$202K
Wick Capital Partners, LLC	0.06%	New	2,036	$201K
Woodmont Investment Counsel LLC	0.01%	New	2,026	$200K
Bright Futures Wealth Management, LLC.	0.22%	New	2,060	$200K
FWL Investment Management, LLC	0.07%	Reduce -0.5%	2,012	$199K
First Financial Corp.	0.09%	No change	1,897	$188K
Cape Investment Advisory, Inc.	0.07%	Add +168.9%	1,896	$188K
Farmers & Merchants Trust Co of Chambersburg PA	0.07%	No change	1,863	$184K
Global Trust Asset Management, LLC	0.11%	Reduce -88.9%	1,797	$178K
CNB Bank	0.09%	No change	1,797	$178K
Duncker Streett & Co. Inc.	0.04%	Add +8.0%	1,793	$177K
Key Financial Inc	0.04%	Add +1.2%	1,784	$176K
Richards, Merrill & Peterson, Inc.	0.09%	Add +15.6%	1,767	$175K
Matrix Private Capital Group LLC	0.10%	Reduce -1.1%	1,723	$170K
Cary Street Partners Investment Advisory LLC	0.10%	Add +17.9%	1,705	$169K
Eastern Bank	0.00%	Reduce -53.4%	1,701	$168K
Runnymede Capital Advisors, Inc.	0.16%	No change	1,666	$165K
Bank of New Hampshire	0.04%	Add +263.7%	1,655	$164K
Cardiff Park Advisors, LLC	0.02%	Add +0.6%	1,642	$162K
Synergy Investment Management, LLC	0.07%	No change	1,615	$160K
Vermillion & White Wealth Management Group, LLC	0.11%	Add +1264.1%	1,596	$158K
Beaird Harris Wealth Management, LLC	0.01%	Reduce -0.8%	1,577	$156K
Centerpoint Advisors, LLC	0.06%	Add +1.3%	1,550	$153K
Annis Gardner Whiting Capital Advisors, LLC	0.06%	Add +1.3%	1,529	$151K
MPWM Advisory Solutions, LLC	0.11%	No change	1,520	$150K
Bangor Savings Bank	0.01%	No change	1,493	$148K
Crews Bank & Trust	0.02%	No change	1,463	$145K
Friedenthal Financial	0.09%	Add +10.4%	1,438	$142K
Caldwell Sutter Capital, Inc.	0.07%	Reduce -3.3%	1,425	$141K
Dagco, Inc.	0.05%	New	1,422	$141K
Ridgewood Investments LLC	0.07%	Reduce -1.1%	1,408	$139K
Capital Investment Counsel, Inc	0.02%	New	1,400	$138K
NorthRock Partners, LLC	0.00%	Reduce -59.2%	1,391	$138K
Park Square Financial Group, LLC	0.11%	No change	1,349	$133K
Elite Financial, Inc.	0.07%	New	1,350	$133K
Curat Global, LLC	0.16%	—	1,346	$133K
Guardian Wealth Advisors, LLC / NC	0.01%	Reduce -17.3%	1,336	$132K
First PREMIER Bank	0.03%	No change	1,339	$132K
Valley Wealth Managers, Inc.	0.01%	No change	1,319	$130K
Ritter Daniher Financial Advisory LLC / DE	0.03%	No change	1,290	$128K
Clearstead Trust, LLC	0.03%	Add +6.3%	1,275	$126K
Glass Jacobson Investment Advisors llc	0.04%	No change	1,300	$126K
Darwin Wealth Management, LLC	0.04%	No change	1,238	$120K
New Millennium Group LLC	0.08%	Add +125.8%	1,210	$120K
Kathleen S. Wright Associates Inc.	0.05%	Add +18.0%	1,180	$117K
N.E.W. Advisory Services LLC	0.01%	New	1,180	$117K
Banque Cantonale Vaudoise	0.00%	—	1,100	$109K
Trivant Custom Portfolio Group, LLC	0.06%	Reduce -2.7%	1,099	$109K
Biltmore Family Office, LLC	0.02%	No change	1,083	$107K
one8zero8, LLC	0.02%	Add +2.6%	1,052	$104K
Smallwood Wealth Investment Management, LLC	0.06%	New	1,038	$103K
Cranbrook Wealth Management, LLC	0.02%	No change	1,036	$102K
Breakwater Investment Management	0.04%	Add +22.7%	1,033	$102K
Tucker Asset Management LLC	0.03%	Add +44.7%	1,019	$101K
Indiana Trust & Investment Management Co	0.04%	No change	1,009	$100K
Mechanics Financial Corp	0.04%	No change	1,000	$99K
Comprehensive Financial Planning, Inc.	0.10%	Reduce -11.5%	992	$98K
Park Place Capital Corp	0.03%	Reduce -25.4%	985	$97K
Oxford Financial Group, LTD. LLC	0.01%	Reduce -66.3%	981	$97K
Rakuten Securities, Inc.	0.05%	Reduce -16.7%	939	$93K
Archer Investment Corp	0.02%	Add +0.1%	937	$93K
Atlantic Edge Private Wealth Management, LLC	0.03%	Reduce -31.9%	919	$91K
Granite FO LLC	0.05%	Add +0.6%	900	$89K
Millstone Evans Group, LLC	0.06%	Reduce -3.7%	894	$88K
Winch Advisory Services, LLC	0.02%	No change	864	$85K
Anchor Investment Management, LLC	0.01%	No change	856	$85K
Trust Co. of Vermont	0.00%	Add +0.9%	846	$84K
Pflug Koory, LLC	0.05%	Add +0.5%	844	$84K
Tradewinds Capital Management, LLC	0.02%	Reduce -93.5%	805	$80K
JNBA Financial Advisors	0.01%	Reduce -47.6%	796	$79K
Medallion Wealth Advisors, LLC	0.03%	Add +86.2%	758	$75K
Pacifica Partners Inc.	0.03%	Reduce -39.5%	752	$75K
Brown, Lisle/Cummings, Inc.	0.02%	No change	750	$74K
Asset Dedication, LLC	0.01%	Add +178.8%	722	$71K
Keystone Global Partners, LLC	0.05%	—	720	$71K
ESL Trust Services, LLC	0.02%	Reduce -48.6%	720	$71K
City Holding Co.	0.01%	Add +1.7%	711	$70K
Riggs Asset Managment Co. Inc.	0.02%	No change	699	$69K
PSI Advisors, LLC	0.02%	Reduce -44.3%	679	$67K
Cornerstone Planning Group LLC	0.02%	Add +19.9%	686	$67K
Citizens National Bank Trust Department	0.01%	Add +124.3%	673	$67K
Parkside Financial Bank & Trust	0.01%	Add +1.2%	663	$66K
Concord Wealth Partners	0.01%	Reduce -11.0%	634	$63K
Semmax Financial Advisors Inc.	0.02%	Add +1966.7%	620	$61K
Koesten, Hirschmann & Crabtree, INC.	0.03%	Add +50.7%	609	$60K
McClarren Financial Advisors, Inc.	0.04%	New	98	$59K
Toth Financial Advisory Corp.	0.01%	Reduce -52.0%	596	$59K
MJT & Associates Financial Advisory Group, Inc.	0.05%	—	570	$56K
Harbor Investment Advisory, LLC	0.01%	No change	567	$56K
Navigoe, LLC	0.05%	Add +5.2%	570	$56K
Byrne Asset Management LLC	0.05%	New	531	$53K
Curio Wealth, LLC	0.03%	Reduce -99.8%	1	$50K
Atlas Capital Advisors Inc.	0.01%	Add +66.7%	500	$49K
CarsonAllaria Wealth Management, Ltd.	0.03%	No change	470	$47K
Godsey & Gibb, Inc.	0.00%	New	464	$46K
Fourth Dimension Wealth, LLC	0.02%	Reduce -23.7%	453	$45K
Barclays PLC	0.00%	No change	450	$45K
IMG Wealth Management, Inc.	0.04%	Reduce -24.4%	438	$43K
Gould Capital, LLC	0.03%	No change	429	$42K
Steph & Co.	0.01%	No change	423	$42K
DHJJ Financial Advisors, Ltd.	0.02%	Reduce -3.9%	414	$41K
AlphaCore Capital LLC	0.00%	New	408	$40K
Ruedi Wealth Management, Inc.	0.01%	Add +7.7%	391	$39K
Copia Wealth Management	0.04%	Reduce -29.8%	389	$38K
Covestor Ltd	0.03%	Add +43.4%	380	$38K
Hazlett, Burt & Watson, Inc.	0.02%	Reduce -85.7%	376	$37K
MTM Investment Management, LLC	0.01%	New	370	$37K
LRI Investments, LLC	0.00%	No change	346	$34K
Chesapeake Asset Management LLC	0.03%	Reduce -47.0%	334	$33K
Roble, Belko & Company, Inc	0.01%	No change	334	$33K
Greenline Partners, LLC	0.00%	Add +6046.2%	19,545	$31K
Consultiva Wealth Management, Corp.	0.11%	No change	317	$31K
JCIC Asset Management Inc.	0.01%	No change	315	$31K
Bear Mountain Capital, Inc.	0.01%	Reduce -12.6%	313	$31K
Elevate Wealth Advisory, Inc.	0.02%	No change	311	$31K
2UniFi Bank	0.02%	Reduce -15.5%	305	$30K
Wagner Wealth Management, LLC	0.01%	No change	305	$30K
Punch & Associates Investment Management, Inc.	0.00%	Reduce -50.4%	300	$30K
Gen-Wealth Partners Inc	0.01%	Add +0.7%	296	$29K
Wiser Advisor Group LLC	0.04%	Add +0.7%	282	$28K
Washington Trust Advisors, Inc.	0.00%	Reduce -16.2%	263	$26K
Transce3nd, LLC	0.01%	Reduce -52.3%	262	$26K
Bradley & Co. Private Wealth Management, LLC	0.02%	No change	254	$25K
Briaud Financial Planning Inc	0.01%	New	254	$25K
SRH Advisors, LLC	0.01%	No change	250	$25K
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%	No change	230	$23K
Kiker Wealth Management, LLC	0.02%	Reduce -10.4%	225	$22K
FSA Wealth Management LLC	0.01%	Add +55.9%	212	$22K
SJS Investment Consulting Inc.	0.00%	No change	213	$21K
Morton Brown Family Wealth, LLC	0.01%	New	209	$21K
Frazier Financial Advisors, LLC	0.02%	Reduce -63.2%	206	$20K
Murphy & Mullick Capital Management Corp	0.02%	Add +0.5%	205	$20K
Tompkins Financial Corp.	0.00%	Reduce -95.4%	204	$20K
Investors Research Corp	0.00%	Add +76.5%	203	$20K
Founders Capital Management	0.01%	No change	200	$20K
Main Street Group, LTD	0.01%	No change	200	$20K
Evelyn Partners Investment Management LLP	0.00%	No change	200	$20K
Whipplewood Advisors, LLC	0.01%	New	38	$20K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.00%	No change	195	$19K
Kentucky Trust Co	0.01%	No change	194	$19K
Financial Perspectives, Inc	0.01%	No change	190	$19K
Paladin Advisory Group, LLC	0.01%	Reduce -69.9%	189	$19K
Moisand Fitzgerald Tamayo, LLC	0.00%	Reduce -60.3%	186	$18K
Aventura Private Wealth, LLC	0.01%	No change	186	$18K
Ironwood Wealth Management, LLC.	0.01%	Add +9.0%	182	$18K
Financial Gravity Asset Management, Inc.	0.00%	—	177	$18K
Activest Wealth Management	0.00%	No change	175	$17K
Lowe Wealth Advisors, LLC	0.01%	Reduce -85.6%	159	$16K
Plante Moran Financial Advisors, LLC	0.00%	New	154	$15K
Barrett & Company, Inc.	0.01%	No change	153	$15K
HFM Investment Advisors, LLC	0.01%	—	153	$15K
Hurley Capital, LLC	0.01%	New	148	$15K
Motco	0.00%	No change	144	$14K
Tanglewood Legacy Advisors, LLC	0.01%	Reduce -18.6%	144	$14K
Stonebridge Financial Group, LLC	0.00%	Reduce -67.9%	143	$14K
Capital A Wealth Management, LLC	0.01%	Reduce -29.4%	142	$14K
Sterling Capital Management LLC	0.00%	No change	141	$14K
Colony Family Offices, LLC	0.00%	No change	135	$13K
von Borstel & Associates, Inc.	0.00%	New	132	$13K
Carolinas Wealth Consulting LLC	0.00%	No change	115	$11K
Legacy Wealth Managment, LLC	0.01%	New	115	$11K
Clarity Asset Management, Inc.	0.01%	Add +1.0%	103	$10K
Arvest Investments, Inc.	0.00%	Reduce -97.8%	101	$10K
Bernard Wealth Management Corp.	0.00%	New	100	$10K
State of Wyoming	0.00%	No change	100	$10K
Maryland Capital Advisors Inc.	0.00%	No change	98	$10K
Towne Trust Company, N.A	0.00%	New	95	$9K
Deutsche Bank AG	0.00%	Reduce -100.0%	89	$9K
Pillar Financial Advisors, LLC	0.01%	No change	87	$9K
GAMMA Investing LLC	0.00%	New	86	$9K
Laurel Wealth Advisors LLC	0.00%	Reduce -42.3%	82	$8K
Nemes Rush Group LLC	0.00%	Add +1.2%	82	$8K
Salomon & Ludwin, LLC	0.00%	No change	79	$8K
LGT Financial Advisors LLC	0.02%	Add +13.0%	78	$8K
Pittenger & Anderson Inc.	0.00%	No change	70	$7K
NFSG Corp	0.00%	Reduce -81.2%	64	$6K
Townsend Asset Management Corp. /NC/	0.00%	No change	63	$6K
Optimum Investment Advisors	0.00%	No change	60	$6K
Versant Capital Management, Inc	0.00%	No change	59	$6K
Virtus Advisers, LLC	0.00%	New	55	$5K
Glassman Wealth Services	0.00%	Add +134.8%	54	$5K
Valley National Advisers Inc.	0.00%	No change	59	$5K
Hughes Financial Services, LLC	0.00%	New	50	$5K
New England Asset Management Inc.	0.00%	No change	50	$5K
Pineridge Advisors LLC	0.00%	No change	48	$5K
WFA Asset Management Corp	0.00%	New	48	$5K
Global Wealth Strategies & Associates	0.00%	Reduce -25.0%	45	$4K
Coston, McIsaac & Partners	0.00%	No change	45	$4K
Marshall & Sterling Wealth Advisors Inc.	0.00%	New	39	$4K
EPG Wealth Management LLC	0.00%	No change	38	$4K
HM Payson & Co.	0.00%	New	36	$4K
Compass Wealth Management LLC	0.00%	New	32	$3K
Iron Horse Wealth Management, LLC	0.00%	Add +966.7%	32	$3K
DiNuzzo Private Wealth, Inc.	0.00%	No change	31	$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%	No change	28	$3K
1 North Wealth Services LLC	0.00%	New	28	$3K
Front Row Advisors LLC	0.00%	No change	27	$3K
Nordwand Advisors, LLC	0.00%	No change	27	$3K
Dynamic Wealth Strategies, LLC	0.00%	New	26	$3K
St Germain D J Co. Inc.	0.00%	No change	25	$2K
Tortoise Investment Management, LLC	0.00%	Add +46.7%	22	$2K
Legacy Bridge, LLC	0.00%	Add +300.0%	20	$2K
First United Bank & Trust	0.00%	No change	20	$2K
WPG Advisers, LLC	0.00%	Reduce -5.0%	19	$2K
Mountain Hill Investment Partners Corp.	0.00%	No change	18	$2K
HighMark Wealth Management LLC	0.00%	No change	17	$2K
Prestige Wealth Management Group LLC	0.00%	No change	14	$1K
New Republic Capital, LLC	0.00%	No change	12	$1K
GE Investment Management Corp.	0.00%	No change	10	$989
Angeles Wealth Management, LLC	0.00%	New	9	$890
Noble Wealth Management PBC	0.00%	Reduce -73.3%	8	$791
Parkworth Wealth Management, Inc.	0.00%	No change	2	$223
Safe Harbor Fiduciary, LLC	0.00%	No change	1	$99
Hoey Investments, Inc.	0.00%	No change	1	$77

"% 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.