iShares Gold TrustIAUETF

13F holders, Q4 2024 (December 31)

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

1,411holders +187

143new positions

46sold out

6famous investors

$49.45avg. 13F price*

At the end of Q4 2024, 1,411 institutions reported holding iShares Gold Trust (IAU) in their 13F filings, up 187 from Q3 2024. 143 opened new positions and 46 sold out. The largest holders were Bank of America Corp. ($1.5B), Morgan Stanley ($1.2B) and FMR LLC ($1.1B). 6 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company: iShares Gold Trust
CUSIP: 464285204
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

	Institutions	Total Value
New Positions	143	$169.6M
Exits	46	$162.2M

All 13F filers, Q3 2024 → Q4 2024: 32,052,255 shares bought and 16,711,335 shares sold, net +15,340,920 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,411 holders


Bank of America Corp.	0.14%	Reduce -3.1%	30,980,315	$1.5B
Morgan Stanley	0.08%	Add +8.5%	23,490,025	$1.2B
FMR LLC	0.07%	Reduce -1.9%	22,617,136	$1.1B
Sumitomo Mitsui Trust Group, Inc.	0.59%	Reduce -3.0%	17,600,803	$871.4M
Empower Advisory Group, LLC	2.32%	Reduce -6.9%	13,893,012	$687.8M
Wells Fargo & Company	0.15%	Add +10.7%	12,288,826	$608.4M
Envestnet Asset Management Inc.	0.17%	Add +200.8%	10,778,652	$533.7M
JPMorgan Chase & Co.	0.03%	Reduce -21.6%	8,788,184	$435.1M
LPL Financial LLC	0.17%	Add +35.3%	8,630,437	$427.3M
Alliancebernstein L.P.	0.14%	Reduce -3.3%	8,450,919	$418.4M
UBS Group AG	0.09%	Add +4.5%	8,188,827	$405.4M
WealthNavi Inc.	3.41%	Add +2.4%	5,924,001	$293.3M
Ameriprise Financial Inc.	0.07%	Add +9.3%	5,851,040	$289.7M
Raymond James Financial Inc.	0.09%	—	5,063,190	$250.7M
Northwestern Mutual Wealth Management Co.	0.18%	Add +3.9%	4,303,852	$213.1M
BlackRock, Inc.	0.00%	Add +8.4%	4,287,296	$212.3M
Truist Financial Corp.	0.32%	Add +56.8%	4,160,293	$206.0M
HighTower Advisors, LLC	0.24%	Reduce -4.3%	3,608,675	$178.7M
Packer & Co Ltd	56.73%	No change	3,585,100	$177.5M
Cerity Partners LLC	0.35%	Add +0.8%	3,271,594	$162.0M
Keybank National Association	0.62%	Add +3.3%	3,262,769	$161.5M
Commonwealth Equity Services, LLC	0.23%	Add +5.7%	3,238,078	$160.3M
Royal Bank of Canada	0.03%	Reduce -10.4%	3,214,391	$159.1M
Northern Trust Corp.	0.02%	Add +6.7%	3,147,030	$155.8M
Pureheart Capital Pte Ltd.	25.05%	—	2,675,000	$132.4M
CIBC Private Wealth Group LLC	0.23%	Add +6.3%	2,510,086	$126.2M
Equitable Trust Co.	6.81%	Reduce -4.3%	2,466,167	$122.1M
Captrust Financial Advisors	0.32%	Add +4.5%	2,281,729	$113.0M
Proficio Capital Partners LLC	9.00%	Add +4.1%	2,241,711	$111.0M
Stifel Financial Corp.	0.11%	Add +20.6%	2,056,655	$101.8M
GM Advisory Group, LLC	5.62%	Add +1.8%	2,050,754	$101.5M
Tocqueville Asset Management L.P.	1.55%	Reduce -1.2%	2,000,169	$99.0M
Baird Financial Group, Inc.	0.18%	Add +1.4%	1,860,026	$92.1M
Chevy Chase Trust Holdings, LLC	0.28%	Add +8.1%	1,841,803	$91.2M
Arnhold LLC	8.58%	No change	1,757,254	$87.0M
Rockefeller Capital Management L.P.	0.20%	Add +6.4%	1,588,860	$78.7M
Moon Capital Management LP	58.72%	No change	1,559,604	$77.2M
Forbes J M & Co. LLP	6.65%	Add +0.8%	1,395,586	$69.1M
First Command Advisory Services, Inc.	0.65%	Reduce -1.6%	1,378,187	$68.2M
AlTi Global, Inc.	1.63%	Add +6.8%	1,364,444	$67.6M
CENTRAL TRUST Co	1.63%	Reduce -8.5%	1,343,042	$66.5M
Neuberger Berman Group LLC	0.05%	Add +10.5%	1,338,578	$66.3M
Mariner, LLC	0.11%	Add +4.7%	1,306,192	$64.7M
Cresset Asset Management, LLC	0.31%	Add +4.5%	1,297,600	$64.2M
Tanglewood Wealth Management, Inc.	7.31%	Add +4.7%	1,282,274	$63.5M
Goldman Sachs Group Inc.	0.01%	Add +48.6%	1,217,348	$60.3M
Franklin Resources Inc.	0.02%	Reduce -3.8%	1,208,679	$59.8M
Osaic Holdings, Inc.	0.13%	Add +6.9%	1,169,360	$57.5M
Bank of New York Mellon Corp	0.01%	Add +5.8%	1,136,328	$56.3M
Envestnet Portfolio Solutions, Inc.	0.18%	Add +4039.4%	1,118,460	$55.4M
Allianz SE	1.35%	Add +3.9%	1,050,835	$52.0M
Axxcess Wealth Management, LLC	1.28%	Add +0.1%	1,041,762	$51.6M
Capital Asset Advisory Services LLC	2.54%	Add +1.2%	1,034,938	$51.5M
Cetera Investment Advisers	0.11%	Add +52.3%	1,033,471	$51.2M
Mercer Global Advisors Inc.	0.12%	Add +1.5%	986,403	$48.8M
Permanens Capital L.P.	9.32%	Add +15.3%	985,936	$48.8M
PNC Financial Services Group, Inc.	0.03%	Add +2.6%	975,030	$48.3M
Oxbow Advisors, LLC	5.77%	Reduce -0.5%	964,715	$47.8M
MML Investors Services, LLC	0.16%	Add +83.1%	960,451	$47.6M
Beacon Investment Advisory Services, Inc.	2.01%	Reduce -9.4%	936,197	$46.4M
Twin Focus Capital Partners, LLC	6.57%	Add +14.1%	898,038	$44.5M
Sanctuary Advisors, LLC	0.27%	Add +1.6%	801,641	$42.3M
OneDigital Investment Advisors LLC	0.48%	Add +71.6%	836,425	$41.4M
Deutsche Bank AG	0.02%	Add +10.5%	833,875	$41.3M
Janney Montgomery Scott LLC	0.11%	Add +136.4%	811,127	$40.2M
GenWealth Group, Inc.	8.98%	Reduce -0.5%	797,191	$39.5M
Circle Wealth Management, LLC	0.84%	Reduce -0.0%	792,245	$39.2M
Mirae Asset Global Investments Co., Ltd.	0.16%	Add +10.4%	795,062	$39.1M
Intellus Advisors LLC	6.70%	—	782,214	$38.7M
Cwm, LLC	0.16%	Add +2182.7%	767,970	$38.0M
1832 Asset Management L.P.	0.07%	Reduce -4.9%	763,532	$37.8M
Creative Planning	0.04%	Reduce -4.8%	758,504	$37.6M
Dynasty Wealth Management, LLC	0.64%	Add +29.0%	753,522	$37.3M
Biltmore Family Office, LLC	6.03%	Reduce -0.4%	724,566	$35.9M
Tiaa Trust, National Association	0.11%	Add +2.6%	722,196	$35.8M
Cambridge Investment Research Advisors, Inc.	0.12%	Add +7.2%	717,417	$35.5M
National Bank of Canada	0.04%	Reduce -0.3%	702,795	$34.8M
MacKay Shields LLC	6.85%	Reduce -25.8%	690,000	$34.2M
EverSource Wealth Advisors, LLC	1.92%	Add +4.5%	687,728	$34.0M
Park Avenue Securities LLC	0.35%	Add +6538.7%	682,854	$33.8M
Bank of Montreal	0.02%	Reduce -2.8%	681,760	$33.8M
NorthCoast Asset Management LLC	0.17%	Add +1.3%	681,649	$33.7M
Narwhal Capital Management	2.98%	Reduce -0.1%	680,464	$33.7M
HSBC Holdings PLC	0.02%	Reduce -1.1%	651,039	$32.2M
Anderson Hoagland & Co.	3.31%	Add +9.6%	631,665	$32.2M
Evercore Wealth Management, LLC	0.48%	Reduce -0.7%	648,598	$32.1M
Stuart Investment Advisors, Inc.	16.32%	Reduce -0.8%	617,752	$30.6M
National Philanthropic Trust	0.43%	Add +7.2%	603,995	$29.9M
Foundations Investment Advisors, LLC	0.57%	Add +9.8%	598,862	$29.6M
Strategic Point Investment Advisors, LLC	4.40%	Add +0.3%	544,716	$27.0M
West Family Investments, Inc.	9.23%	Add +0.3%	534,779	$26.5M
EPIQ Capital Group, LLC	6.85%	Add +5.8%	530,556	$26.3M
Equitable Holdings, Inc.	0.25%	Add +11.5%	528,696	$26.2M
Assetmark, Inc.	0.07%	Add +8.9%	526,562	$26.1M
Cambridge Associates LLC /Ma/	0.83%	Reduce -11.3%	521,274	$25.8M
VPR Management LLC	13.43%	Reduce -1.9%	520,480	$25.8M
Fourpath Capital Management, LLC	4.77%	Add +4.3%	520,151	$25.8M
MAI Capital Management	0.19%	New	518,559	$25.7M
SkyView Investment Advisors, LLC	4.07%	Add +4.3%	515,422	$25.5M
NewEdge Advisors, LLC	0.15%	Add +166.2%	513,450	$25.4M
Mader & Shannon Wealth Management, Inc.	15.65%	Reduce -3.1%	511,310	$25.3M
Sowa Financial Group, Inc.	15.77%	Add +18.6%	508,591	$25.2M
IFP Advisors, Inc	0.82%	Add +20.6%	507,185	$25.1M
Public Employees Retirement System of Ohio	0.08%	No change	486,700	$24.1M
Sumitomo Mitsui DS Asset Management Company, Ltd	0.24%	Reduce -26.8%	484,522	$24.0M
Zhang Financial LLC	1.35%	Reduce -1.2%	474,936	$23.5M
Meridian Wealth Advisors, LLC	3.86%	Add +11.1%	473,052	$23.4M
Checchi Capital Advisers, LLC	1.74%	Reduce -3.4%	471,564	$23.3M
Blue Trust, Inc.	0.30%	Reduce -1.2%	470,926	$23.3M
Kestra Advisory Services, LLC	0.13%	Add +10.7%	468,965	$23.2M
Quent Capital, LLC	2.34%	Reduce -1.2%	455,867	$22.6M
Stephens Inc.	0.30%	Reduce -4.5%	430,157	$21.3M
Yeomans Consulting Group, Inc.	7.89%	Reduce -0.9%	425,357	$21.1M
Independent Family Office, LLC	10.79%	Reduce -1.5%	419,357	$20.8M
Spinnaker Trust	1.30%	Add +1.9%	417,654	$20.7M
Cardinal Point Capital Management ULC	3.21%	Reduce -11.0%	408,083	$20.2M
VCI Wealth Management LLC	8.55%	Add +11.8%	406,994	$20.2M
Chatham Capital Group, Inc.	3.31%	Add +2.3%	406,745	$20.1M
AllGen Financial Advisors, Inc.	6.57%	Reduce -2.2%	395,101	$19.6M
Atria Wealth Solutions, Inc.	0.21%	Add +6.1%	394,533	$19.5M
TD Waterhouse Canada Inc.	0.16%	Add +3.1%	393,505	$19.5M
WESCAP Management Group, Inc.	4.69%	Reduce -5.7%	390,044	$19.3M
Syon Capital LLC	1.71%	Reduce -6.1%	384,548	$19.0M
Focus Partners Wealth	0.05%	Add +155.6%	373,260	$18.5M
Beacon Pointe Advisors, LLC	0.20%	Add +1.4%	373,251	$18.5M
Bfsg, LLC	2.15%	Add +0.0%	370,603	$18.3M
US Bancorp \de	0.02%	Add +30.5%	369,706	$18.3M
NorthCrest Asset Manangement, LLC	0.54%	Reduce -2.9%	366,257	$18.1M
Vision Capital Management, Inc.	2.66%	Reduce -0.5%	365,746	$18.1M
Steward Partners Investment Advisory, LLC	0.16%	Add +19.1%	365,300	$18.1M
James Investment Research, Inc.	2.12%	Reduce -0.2%	359,864	$17.8M
Kingsview Wealth Management, LLC	0.35%	Reduce -23.5%	359,676	$17.8M
Cohen & Steers, Inc.	0.03%	Add +8.2%	359,347	$17.8M
Parcion Private Wealth LLC	1.34%	Reduce -1.8%	353,503	$17.5M
Pictet Asset Management Holding SA	0.02%	Reduce -28.8%	350,500	$17.4M
Corient Private Wealth LP	0.03%	Add +1.7%	1,041,689	$17.3M
Capital Group Private Client Services, Inc.	0.16%	Add +6.0%	343,322	$17.0M
First Foundation Advisors	0.64%	Add +8.1%	341,891	$16.9M
First American Trust, FSB	1.64%	Add +1.5%	332,788	$16.5M
Dakota Wealth Management	0.37%	Add +1.4%	326,120	$16.1M
Cibc World Market Inc.	0.04%	Reduce -0.5%	325,899	$16.1M
Citigroup Inc.	0.02%	Reduce -43.9%	325,591	$16.1M
Oppenheimer Asset Management Inc.	0.20%	Add +1.4%	324,755	$16.1M
Quest Investment Management LLC	1.83%	Reduce -19.9%	317,621	$15.7M
Modus Advisors, LLC	4.93%	Reduce -1.8%	317,580	$15.7M
Sterling Financial Planning, Inc.	5.73%	Reduce -4.7%	314,431	$15.6M
Tudor Investment Corporation	0.16%	New	311,793	$15.4M
Baldwin Wealth Partners LLC	1.05%	Reduce -1.8%	308,115	$15.3M
Sage Rhino Capital LLC	3.29%	Reduce -10.1%	304,513	$15.1M
Blair William & Co.	0.04%	Reduce -11.9%	303,607	$15.0M
Bokf, NA	0.25%	Reduce -2.3%	295,728	$15.0M
Wealth Enhancement Advisory Services, LLC	0.03%	Add +37.6%	303,233	$15.0M
Chemistry Wealth Management LLC	3.50%	Add +0.8%	301,586	$14.9M
Transform Wealth, LLC	0.82%	Add +4996.4%	298,295	$14.8M
M&T Bank Corp	0.05%	Reduce -14.3%	294,730	$14.6M
AMG National Trust Bank	0.40%	Add +1.3%	296,011	$14.6M
Arlington Capital Management, Inc.	10.07%	Add +13.8%	294,216	$14.6M
Cyndeo Wealth Partners, LLC	0.97%	Reduce -6.8%	291,209	$14.4M
LVM Capital Management Ltd.	1.55%	Add +1.8%	290,431	$14.4M
Bank Julius Baer & Co. Ltd, Zurich	0.04%	Add +4.0%	262,919	$14.4M
Faithward Advisors, LLC	2.38%	Add +0.3%	282,766	$14.0M
Perigon Wealth Management, LLC	0.34%	Add +16.8%	272,954	$14.0M
Allworth Financial LP	0.08%	Add +29.8%	266,862	$13.9M
Brookstone Capital Management	0.20%	Add +9.0%	275,398	$13.6M
Legend Financial Advisors, Inc.	9.41%	Reduce -3.1%	269,453	$13.3M
Fielder Capital Group LLC	4.15%	Reduce -1.7%	268,962	$13.3M
Wallington Asset Management, LLC	1.92%	Add +0.5%	268,579	$13.3M
Norris Financial Group, LLC	6.20%	Add +15.6%	266,562	$13.2M
CPA Asset Management Group, LLC	5.97%	Reduce -0.2%	259,246	$12.8M
Beacon Harbor Wealth Advisors, Inc.	2.97%	Add +4.4%	257,314	$12.7M
Leonard Rickey Investment Advisors P.L.L.C.	2.88%	Add +3.2%	252,188	$12.5M
Purkiss Capital Advisors LLC	10.76%	—	251,625	$12.5M
Sunbelt Securities, Inc.	1.09%	Reduce -16.7%	252,262	$12.4M
K2 Principal Fund, L.P.	6.11%	No change	250,000	$12.4M
White Lighthouse Investment Management Inc.	2.15%	Reduce -2.4%	247,594	$12.3M
Comerica Bank	0.05%	Add +3.1%	247,330	$12.2M
UMB Bank, n.a.	0.19%	Reduce -5.2%	246,958	$12.2M
Resonant Capital Advisors, LLC	0.89%	Add +0.3%	245,960	$12.2M
Van Hulzen Asset Management, LLC	0.88%	Add +1.8%	243,168	$12.0M
Aveo Capital Partners, LLC	1.30%	Reduce -10.7%	239,264	$11.8M
Fifth Third Securities, Inc.	1.00%	Add +0.4%	238,969	$11.8M
Kaydan Wealth Management, Inc.	3.91%	Reduce -38.3%	237,390	$11.8M
Signet Investment Advisory Group, Inc.	5.98%	Reduce -0.9%	236,580	$11.7M
Timber Creek Capital Management LLC	3.36%	Reduce -1.6%	235,393	$11.7M
Verger Capital Management LLC	5.74%	No change	232,636	$11.5M
Bcwm, LLC	4.10%	—	232,432	$11.5M
Townsend & Associates, Inc	1.18%	Reduce -0.7%	222,211	$11.5M
Sigma Investment Counselors Inc.	0.68%	Add +2.4%	232,252	$11.5M
Upper Left Wealth Management, LLC	9.74%	Add +0.7%	230,061	$11.4M
Nkcfo LLC	4.99%	Add +49.3%	229,200	$11.3M
Hamilton Wealth, LLC	2.74%	Add +2.8%	228,726	$11.3M
EFG Asset Management (Americas) Corp.	2.15%	Reduce -3.3%	222,879	$11.0M
Parkside Investments, LLC	1.65%	Reduce -1.1%	222,537	$11.0M
Prime Capital Investment Advisors, LLC	0.16%	Add +5.4%	220,710	$10.9M
United Capital Financial Advisors, LLC	0.09%	Add +1440.0%	220,128	$10.9M
Arkos Global Advisors	1.59%	Reduce -0.6%	219,401	$10.9M
Sowell Financial Services LLC	0.57%	Add +14.1%	218,876	$10.8M
Rogco, LP	4.39%	Reduce -4.2%	217,529	$10.8M
Thrivent Financial for Lutherans	0.02%	Add +97.1%	216,813	$10.8M
Mesirow Financial Investment Management, Inc.	0.21%	Add +0.1%	215,570	$10.7M
Forza Wealth Management, LLC	4.80%	Add +1.1%	212,840	$10.5M
Clear Harbor Asset Management, LLC	0.84%	Add +1.9%	210,839	$10.4M
Fore Capital, LLC	35.39%	Add +16.9%	208,000	$10.3M
Private Harbour Investment Management & Counsel, LLC	11.27%	Reduce -3.7%	207,877	$10.3M
Evoke Wealth, LLC	0.29%	Reduce -7.4%	207,704	$10.3M
Sagespring Wealth Partners, LLC	0.27%	—	207,610	$10.3M
Morton Capital Management LLC	1.94%	Add +3.3%	207,348	$10.3M
Osborne Partners Capital Management, LLC	0.58%	Reduce -2.8%	204,149	$10.1M
Leavell Investment Management, Inc.	0.49%	Add +3.3%	203,301	$10.1M
Wealth Management Partners, LLC	4.32%	Add +0.9%	202,402	$10.0M
American Investment Services, Inc.	1.76%	Reduce -2.1%	200,657	$9.9M
Advisory Services Network, LLC	0.18%	Add +26.3%	197,601	$9.8M
Three Bridge Wealth Advisors, LLC	3.42%	Add +0.4%	197,524	$9.8M
Nottingham Advisors, Inc.	1.23%	Reduce -15.8%	196,576	$9.7M
Resona Asset Management Co.,Ltd.	0.06%	Reduce -29.1%	196,270	$9.7M
Independent Financial Group, LLC	0.32%	Add +7.6%	193,471	$9.6M
NTV Asset Management LLC	1.25%	Add +0.7%	191,980	$9.5M
Okabena Investment Services Inc.	2.62%	Add +0.5%	190,441	$9.4M
Brown Advisory Inc.	0.01%	Add +7.2%	189,398	$9.4M
Silverleafe Capital Partners, LLC	2.96%	Add +0.4%	188,431	$9.3M
Sapient Capital LLC	0.18%	Add +1.4%	185,642	$9.2M
JB Capital LLC	0.51%	Add +2939.6%	185,598	$9.2M
LifePlan Financial, LLC	7.91%	Reduce -4.5%	180,918	$9.0M
Renaissance Technologies	0.01%	Add +1776.0%	180,100	$8.9M
Stonebridge Financial Group, LLC	0.97%	—	178,235	$8.8M
Gimbal Financial	7.15%	Reduce -48.6%	176,524	$8.7M
GAMCO Investors	0.09%	Reduce -0.1%	174,500	$8.6M
CSS LLC	1.62%	Add +1.7%	174,370	$8.6M
Lifeworks Advisors, LLC	1.54%	Add +18.1%	171,742	$8.5M
Stablepoint Partners, LLC	1.56%	Add +0.2%	171,262	$8.5M
Insight Wealth Partners, LLC	5.32%	Add +3.7%	169,800	$8.4M
Jane Street Group, LLC	0.01%	Reduce -2.8%	168,923	$8.4M
Lowe Wealth Advisors, LLC	3.55%	Add +0.2%	168,404	$8.3M
Mfa Wealth Advisors, LLC	2.12%	Add +10.5%	167,155	$8.3M
Pathstone Holdings, LLC	0.04%	Add +6.5%	166,980	$8.3M
JNBA Financial Advisors	0.84%	Reduce -2.3%	165,999	$8.2M
Regency Capital Management Inc.\DE	4.45%	Add +1.2%	165,998	$8.2M
Debussy Capital Management LP	1.26%	Reduce -17.7%	158,243	$8.2M
Cape Ann Savings Bank	4.82%	Reduce -0.6%	165,373	$8.2M
Greenline Partners, LLC	1.14%	Reduce -1.2%	164,182	$8.1M
Altiora Financial Group, LLC	1.77%	Add +4.8%	163,963	$8.1M
B. Riley Wealth Advisors, Inc.	0.27%	Reduce -52.6%	163,806	$8.1M
Commerce Bank	0.05%	Add +0.5%	163,743	$8.1M
Private Advisor Group, LLC	0.05%	Add +13.3%	163,738	$8.1M
Executive Wealth Management, LLC	0.63%	Reduce -41.0%	163,439	$8.1M
Ariston Services Group	6.94%	Add +0.3%	161,712	$8.0M
Ancora Advisors LLC	0.18%	Add +1.6%	161,093	$8.0M
Impact Investors, Inc	6.13%	—	159,694	$7.9M
Well Done, LLC	1.45%	No change	158,873	$7.9M
DSG Capital Advisors, LLC	1.43%	—	159,004	$7.9M
Sigma Planning Corp	0.25%	Add +12.1%	157,746	$7.8M
Plum Street Advisors, LLC	3.84%	Reduce -3.2%	156,998	$7.8M
Brave Asset Management Inc.	2.45%	Reduce -70.4%	155,843	$7.7M
GFS Advisors, LLC	1.17%	Reduce -0.8%	155,371	$7.7M
Financial Counselors Inc.	0.11%	Add +0.5%	155,268	$7.7M
Avantax Advisory Services, Inc.	0.05%	Add +148.6%	154,437	$7.6M
Stephen J. Garry & Associates, LLC	7.06%	Add +1.6%	154,383	$7.6M
Old Port Advisors	2.17%	Add +2.7%	152,679	$7.6M
Modern Wealth Management, LLC	0.28%	Add +19.8%	152,030	$7.5M
Kestra Private Wealth Services, LLC	0.13%	Add +2.2%	151,396	$7.5M
Spectrum Asset Management, Inc. (NB/CA)	3.37%	Reduce -39.4%	151,377	$7.5M
Williams Jones Wealth Management, LLC.	0.09%	Add +73.0%	151,084	$7.5M
CreativeOne Wealth, LLC	0.23%	Add +304.0%	150,354	$7.4M
Mutual Advisors, LLC	0.21%	Add +30.8%	141,356	$7.2M
Stratos Wealth Partners, LTD.	0.10%	Reduce -8.2%	145,548	$7.2M
Systelligence, LLC	1.77%	Add +2.1%	145,081	$7.2M
Foguth Wealth Management, LLC.	1.87%	Add +61.5%	136,820	$7.2M
BSW Wealth Partners	1.04%	Add +3.4%	143,729	$7.1M
Highland Financial Advisors, LLC	2.45%	Reduce -3.2%	142,921	$7.1M
Prudential Financial Inc.	0.01%	Reduce -2.1%	142,295	$7.0M
MBA Advisors LLC	3.53%	Add +5.0%	140,531	$7.0M
Fairview Capital Investment Management, LLC	0.36%	Add +2.2%	140,267	$6.9M
Ballentine Partners, LLC	0.12%	Reduce -0.4%	139,891	$6.9M
Mgo One Seven LLC	0.27%	Add +2.3%	139,579	$6.9M
Patton Fund Management, Inc.	1.34%	Reduce -3.4%	138,148	$6.8M
Towneley Capital Management, Inc / DE	1.62%	Reduce -1.4%	138,043	$6.8M
Rehmann Capital Advisory Group	0.43%	Reduce -5.7%	137,982	$6.8M
Omnia Family Wealth, LLC	2.80%	No change	136,791	$6.8M
Sentinel Trust Co. Lba	0.77%	Reduce -18.5%	135,264	$6.7M
JP Wealth Management, Inc.	4.91%	—	134,982	$6.7M
Cranbrook Wealth Management, LLC	1.54%	Reduce -2.0%	134,087	$6.6M
Global Wealth Strategies & Associates	2.07%	Add +3.9%	133,502	$6.6M
WealthCare Investment Partners, LLC	2.86%	Add +5.7%	130,752	$6.6M
Hamilton Point Investment Advisors, LLC	1.17%	Add +1.6%	130,553	$6.5M
AE Wealth Management LLC	0.05%	Reduce -22.7%	129,820	$6.4M
Kades & Cheifetz LLC	3.23%	Add +0.4%	127,620	$6.3M
Weil Company, Inc.	2.18%	Reduce -2.5%	127,203	$6.3M
Advocacy Wealth Management, LLC	0.48%	New	126,942	$6.3M
Maltin Wealth Management, Inc.	3.08%	Add +0.6%	126,631	$6.3M
Atria Investments, Inc	0.08%	Add +85.0%	126,471	$6.3M
Meridian Investment Counsel Inc.	1.86%	Add +0.9%	125,976	$6.2M
Orion Porfolio Solutions, LLC	0.06%	Add +31.2%	124,920	$6.2M
Orion Portfolio Solutions, LLC	0.06%	Add +31.2%	124,920	$6.2M
Coastal Bridge Advisors, LLC	1.56%	Add +0.4%	124,791	$6.2M
Compound Planning, Inc.	0.31%	Add +14.5%	123,965	$6.1M
Roehl & Yi Investment Advisors, LLC	3.33%	—	126,033	$6.0M
Bigelow Investment Advisors, LLC	2.83%	Add +14.4%	121,645	$6.0M
Prairie Wealth Advisors, Inc.	2.89%	Add +6.8%	121,525	$6.0M
ABLE Financial Group, LLC	1.77%	Add +125.2%	120,721	$6.0M
Cypress Capital Group	0.72%	Add +16.5%	118,702	$5.9M
Wealthspan Partners, LLC	2.78%	Add +2.2%	117,748	$5.8M
Sage Private Wealth Group, LLC	4.36%	New	117,380	$5.8M
Southeast Asset Advisors, LLC	0.70%	No change	115,540	$5.7M
Twelve Points Wealth Management LLC	1.64%	Add +1.6%	115,325	$5.7M
Harvest Fund Management Co., Ltd	0.26%	Add +0.8%	114,538	$5.7M
Wills Financial Group, Inc.	2.45%	Add +0.1%	114,462	$5.7M
LYNX Capital Group Ltd.	3.22%	Add +8.8%	113,036	$5.6M
Ackerman Capital Advisors, LLC	1.46%	Reduce -1.0%	112,645	$5.6M
Callan Family Office, LLC	0.35%	Add +4.0%	112,213	$5.6M
Wealth Alliance, LLC	0.66%	Add +18.9%	112,134	$5.6M
World Investment Advisors	0.15%	Add +231.5%	111,591	$5.5M
Graham Capital Wealth Management, LLC	4.79%	Reduce -64.1%	111,582	$5.5M
Lido Advisors, LLC	0.03%	Reduce -1.6%	111,234	$5.5M
Palisades Hudson Asset Management, L.P.	2.32%	Add +11.4%	111,113	$5.5M
FineMark National Bank & Trust	0.19%	Add +6.1%	110,791	$5.5M
Briaud Financial Planning Inc	2.17%	Add +0.7%	107,672	$5.3M
Fermata Advisors, LLC	0.99%	Reduce -23.9%	107,546	$5.3M
Jones Financial Companies LLLP	0.01%	Add +115.8%	106,658	$5.3M
Accretive Wealth Partners, LLC	2.22%	Reduce -2.0%	105,456	$5.2M
FDx Advisors, Inc.	1.52%	Reduce -7.1%	104,698	$5.2M
Apollon Wealth Management, LLC	0.12%	Add +0.3%	104,093	$5.2M
D.A. Davidson & Co.	0.04%	Add +137.4%	103,895	$5.1M
Battery Global Advisors, LLC	2.73%	Add +16.0%	103,252	$5.1M
Flagstar Securities, Inc.	1.26%	Add +7.2%	102,488	$5.1M
Citadel Advisors	0.00%	Add +122.9%	102,460	$5.1M
Pacific Capital Wealth Advisors, Inc.	0.84%	Add +17.2%	101,918	$5.0M
Wellspring Financial Advisors, LLC	0.52%	Reduce -3.1%	100,993	$5.0M
Bulltick Wealth Management, LLC	1.18%	New	100,879	$5.0M
Choreo, LLC	0.07%	Reduce -14.1%	100,659	$5.0M
DCF Advisers, LLC	2.51%	No change	100,000	$5.0M
Stableford Capital II LLC	1.95%	Reduce -1.8%	99,560	$4.9M
Bessemer Group Inc.	0.01%	Add +0.5%	98,182	$4.9M
Madden Advisory Services, Inc.	2.25%	Add +0.9%	97,770	$4.8M
SBI Securities Co., Ltd.	0.15%	—	97,201	$4.8M
Deane Retirement Strategies, Inc.	2.42%	Add +2.0%	97,050	$4.8M
AdvisorNet Financial, Inc	0.40%	Reduce -8.5%	97,004	$4.8M
Pekin Hardy Strauss, Inc.	0.60%	Reduce -3.2%	94,993	$4.7M
Boston Financial Mangement LLC	0.14%	Reduce -0.2%	94,542	$4.7M
WMS Partners, LLC	0.26%	Reduce -0.0%	94,347	$4.7M
Fiduciary Financial Group, LLC	1.02%	Reduce -4.3%	91,876	$4.7M
Alhambra Investment Management LLC	2.39%	Reduce -3.4%	94,185	$4.7M
Kitching Partners, LLC	5.98%	Add +5.3%	94,061	$4.7M
Camden National Bank	0.70%	Add +13.5%	94,041	$4.7M
Gradient Investments LLC	0.09%	Add +1.4%	91,474	$4.5M
RiverGlades Family Offices LLC	3.23%	Add +0.5%	91,342	$4.5M
Avestar Capital, LLC	0.41%	Add +71.6%	90,627	$4.5M
Integrated Wealth Concepts LLC	0.05%	Add +70.4%	90,571	$4.5M
Signal Advisors Wealth, LLC	0.50%	Reduce -1.6%	89,684	$4.4M
Welch & Forbes LLC	0.06%	Reduce -0.9%	88,908	$4.4M
Southern Style Financial, Inc.	3.53%	—	88,145	$4.4M
J2 Capital Management Inc	4.09%	—	88,080	$4.4M
Ieq Capital, LLC	0.04%	Reduce -2.7%	87,914	$4.4M
Versant Capital Management, Inc	0.94%	Reduce -11.4%	87,836	$4.3M
Nvwm, LLC	1.10%	Reduce -0.0%	87,762	$4.3M
TriaGen Wealth Management LLC	1.46%	Add +0.8%	87,665	$4.3M
Cadinha & Co. LLC	0.71%	Reduce -87.1%	86,882	$4.3M
Diversify Advisory Services, LLC	0.24%	Reduce -6.3%	84,666	$4.3M
Gibson Capital, LLC	0.88%	Reduce -0.6%	86,670	$4.3M
Davies Financial Advisors, Inc.	3.61%	Add +1.1%	85,705	$4.2M
Riggs Capital Management LLC	4.12%	—	84,875	$4.2M
D L Carlson Investment Group Inc.	0.75%	Add +54.6%	84,798	$4.2M
Synovus Financial Corp.	0.05%	Add +2.8%	84,504	$4.2M
Argent Trust Co	0.17%	Reduce -0.8%	84,457	$4.2M
Fiduciary Trust Co	0.06%	Reduce -8.3%	84,169	$4.2M
Summit Financial, LLC	0.15%	Add +1591.5%	84,118	$4.2M
Whittier Trust Co. of Nevada Inc.	0.10%	Add +0.2%	83,356	$4.1M
Hilltop National Bank	1.24%	Reduce -0.8%	83,134	$4.1M
Summit Place Financial Advisors, LLC	2.33%	Reduce -0.2%	82,717	$4.1M
Fortis Group Advisors, LLC	0.76%	Reduce -68.9%	82,436	$4.1M
Barclays PLC	0.00%	Reduce -27.5%	82,410	$4.1M
Tikvah Management LLC	1.14%	No change	82,230	$4.1M
Blue Investment Partners LLC	1.48%	Add +3.5%	81,703	$4.0M
Moulton Wealth Management, Inc.	3.11%	Reduce -3.9%	81,701	$4.0M
Ashton Thomas Private Wealth, LLC	0.16%	Add +81.4%	81,161	$4.0M
Jump Financial, LLC	0.09%	Reduce -19.5%	81,048	$4.0M
Gerber Kawasaki Wealth & Investment Management	0.17%	Add +5.8%	81,044	$4.0M
Delta Financial Advisors LLC	1.48%	Reduce -2.4%	80,257	$4.0M
HB Wealth Management, LLC	0.04%	Add +11.3%	79,967	$4.0M
Vontobel Holding Ltd.	0.01%	Add +19.7%	79,857	$4.0M
Allie Family Office LLC	2.19%	Add +3.5%	79,560	$3.9M
Altman Advisors, Inc.	1.67%	Add +9.8%	87,796	$3.9M
Amplius Wealth Advisors, LLC	0.40%	Reduce -2.0%	78,940	$3.9M
Red Crane Wealth Management, LLC	3.70%	—	78,894	$3.9M
waypoint wealth counsel	2.54%	Reduce -0.3%	78,597	$3.9M
Patriot Financial Group Insurance Agency, LLC	0.52%	Add +40.7%	78,514	$3.9M
Seeds Investor LLC	1.10%	Add +387.0%	78,262	$3.9M
Crescent Grove Advisors, LLC	0.38%	Add +9.8%	77,959	$3.9M
Motco	0.39%	Reduce -1.0%	77,389	$3.8M
TrinityPoint Wealth, LLC	0.53%	Add +102.0%	76,359	$3.8M
Robinson Value Management, Ltd.	2.49%	Reduce -3.0%	76,086	$3.8M
F/m Investments LLC	0.14%	Reduce -21.4%	76,026	$3.8M
Sepio Capital, LP	0.30%	No change	75,188	$3.7M
Pacific Point Advisors, LLC	2.25%	—	68,862	$3.7M
Blueprint Investment Partners LLC	0.58%	Add +0.8%	73,891	$3.7M
Eq Wealth Advisors, LLC	3.51%	—	73,808	$3.7M
Arax Advisory Partners	0.23%	Reduce -4.3%	73,271	$3.6M
Financial Advocates Investment Management	0.21%	Add +4.7%	72,981	$3.6M
Financial Management Network Inc.	0.75%	Add +3.9%	72,417	$3.6M
Nadler Financial Group, Inc.	0.38%	Add +26.8%	72,604	$3.6M
LifePlan Investment Advisors, Inc.	2.21%	Add +4.0%	72,056	$3.6M
Stratos Wealth Advisors, LLC	0.17%	Add +21.7%	71,320	$3.5M
Evermay Wealth Management LLC	0.53%	Reduce -0.3%	70,804	$3.5M
D. Scott Neal, Inc.	1.90%	Reduce -1.1%	69,895	$3.5M
NavPoint Financial, Inc.	2.72%	Reduce -0.1%	69,425	$3.4M
Mengis Capital Management, Inc.	0.71%	Reduce -1.1%	69,351	$3.4M
Signify Wealth	3.87%	Add +7.0%	69,176	$3.4M
Cobblestone Capital Advisors LLC	0.19%	No change	69,150	$3.4M
Financial Sense Advisors, Inc.	1.13%	Add +3.5%	68,171	$3.4M
Rathbones Group PLC	0.02%	Add +0.9%	67,611	$3.3M
Intrepid Capital Management Inc.	2.11%	Add +43.9%	67,598	$3.3M
Financial Alternatives, Inc	2.36%	Reduce -0.5%	67,579	$3.3M
O'shaughnessy Asset Management, LLC	0.03%	Add +2.0%	67,476	$3.3M
Charles Schwab Investment Management Inc.	0.00%	Reduce -14.6%	67,345	$3.3M
Simplex Trading, LLC	0.09%	New	67,330	$3.3M
E Fund Management Co., Ltd.	0.17%	Reduce -12.3%	67,273	$3.3M
Fearless Solutions, LLC dba Best Invest	2.53%	—	66,861	$3.3M
Great Valley Advisor Group, Inc.	0.07%	Reduce -1.1%	66,404	$3.3M
Parallel Advisors, LLC	0.07%	Reduce -4.9%	66,332	$3.3M
Icon Wealth Advisors, LLC	0.27%	New	66,233	$3.3M
&partners	0.04%	Reduce -7.6%	66,191	$3.3M
U.S. Capital Wealth Advisors, LLC	0.10%	Add +700.4%	66,070	$3.3M
First Horizon Advisors, Inc.	0.09%	Add +27.5%	66,042	$3.3M
Eagle Strategies LLC	0.55%	Add +5.4%	64,486	$3.2M
Promus Capital, LLC	2.44%	—	64,363	$3.2M
Bradley Foster & Sargent Inc.	0.05%	Reduce -0.7%	64,359	$3.2M
Empowered Funds, LLC	0.05%	New	64,225	$3.2M
Tsfg, LLC	0.65%	Add +3328.2%	64,210	$3.2M
Principia Wealth Advisory, LLC	2.91%	—	62,600	$3.1M
Stonehage Fleming Financial Services Holdings Ltd	0.09%	No change	62,417	$3.1M
Sharkey, Howes & Javer	0.43%	New	62,042	$3.1M
Aspect Partners, LLC	1.77%	Reduce -3.8%	61,935	$3.1M
Ausdal Financial Partners, Inc.	0.26%	Reduce -3.4%	61,208	$3.0M
Patriot Investment Management Group, Inc.	0.23%	Reduce -8.3%	61,197	$3.0M
Whittier Trust Co.	0.04%	Reduce -12.7%	61,000	$3.0M
Regions Financial Corp.	0.02%	Add +1.5%	60,963	$3.0M
Wealthstar Advisors, LLC	1.31%	—	60,843	$3.0M
High Falls Advisors, Inc	0.69%	New	60,328	$3.0M
Modera Wealth Management, LLC	0.04%	Reduce -6.1%	60,211	$3.0M
LifeWealth Investments, LLC	1.97%	—	60,058	$3.0M
Cercano Management LLC	0.08%	New	59,869	$3.0M
Fifth Third Wealth Advisors LLC	0.16%	Add +58.5%	59,291	$2.9M
Apollon Financial, LLC	0.73%	Add +10.2%	58,742	$2.9M
Pettinga Financial Advisors LLC	0.65%	Add +962.8%	58,455	$2.9M
Towerpoint Wealth, LLC	1.41%	Reduce -2.3%	58,204	$2.9M
Berkshire Asset Management LLC	0.14%	No change	54,758	$2.9M
CI Investments Inc.	0.01%	No change	57,617	$2.9M
Evelyn Partners Asset Management Ltd	0.77%	—	57,407	$2.8M
Ameritas Advisory Services, LLC	0.10%	Add +75.3%	57,389	$2.8M
Carlson Capital Management	0.12%	Add +0.2%	57,334	$2.8M
Fidelis Capital Partners, LLC	0.28%	Add +3.8%	52,886	$2.8M
Geneos Wealth Management Inc.	0.10%	Reduce -2.1%	56,345	$2.8M
Gould Asset Management LLC	0.58%	Reduce -1.9%	55,435	$2.7M
One Capital Management, LLC	0.09%	Reduce -4.4%	55,293	$2.7M
Flputnam Investment Management Co.	0.05%	Reduce -0.3%	55,236	$2.7M
Asset Management One Co., Ltd.	0.01%	Reduce -15.2%	55,250	$2.7M
Security Financial Services, INC.	0.55%	New	54,918	$2.7M
Pinnacle Financial Partners Inc	0.05%	Reduce -6.6%	54,553	$2.7M
Firestone Capital Management	0.67%	Add +2.5%	54,604	$2.7M
Dahring \| Cusmano LLC	2.45%	—	54,516	$2.7M
Thompson Siegel & Walmsley LLC	0.04%	No change	54,482	$2.7M
Snowden Capital Advisors LLC	0.08%	Add +26.6%	54,309	$2.7M
Financial & Tax Architects, LLC	0.68%	Reduce -3.2%	53,933	$2.7M
Alpha Zero LLC	2.04%	—	53,855	$2.7M
Nomura Asset Management Co. Ltd.	0.01%	Add +0.4%	53,600	$2.7M
United Community Bank	1.03%	Reduce -0.0%	53,568	$2.7M
Cowa, LLC	1.29%	Reduce -8.7%	53,308	$2.6M
Independent Solutions Wealth Management, LLC	0.57%	Add +1116.0%	52,919	$2.6M
Trademark Financial Management, LLC	2.07%	Reduce -0.2%	52,538	$2.6M
LM Advisors LLC	0.47%	Reduce 0.0%	52,347	$2.6M
Avior Wealth Management, LLC	0.09%	Add +6.3%	52,311	$2.6M
Legacy Financial Group LLC	0.41%	New	51,560	$2.6M
Merit Financial Group, LLC	0.05%	Add +177.6%	51,538	$2.6M
Harbour Investments, Inc.	0.07%	Add +10.4%	51,432	$2.5M
Lynx Investment Advisory	1.72%	No change	50,889	$2.5M
NewSquare Capital LLC	0.20%	Reduce -0.9%	50,838	$2.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.37%	Add +16.2%	50,435	$2.5M
Invst, LLC	0.30%	New	50,374	$2.5M
Boston Research & Management Inc.	0.61%	Reduce -0.2%	50,283	$2.5M
Strengthening Families & Communities, LLC	1.41%	Reduce -1.5%	50,147	$2.5M
Westover Capital Advisors, LLC	0.55%	Reduce -42.0%	50,038	$2.5M
Trek Financial, LLC	0.18%	Add +44.6%	50,037	$2.5M
Concourse Financial Group Securities, Inc.	0.14%	Add +675.7%	47,410	$2.5M
Advisory Alpha, LLC	0.09%	Reduce -4.4%	49,756	$2.5M
Laidlaw Wealth Management LLC	1.07%	Reduce -1.6%	49,645	$2.5M
Smith Thornton Advisors LLC	1.54%	Reduce -0.7%	49,169	$2.4M
2UniFi Bank	1.62%	—	49,150	$2.4M
Farrell Financial LLC	1.73%	Add +0.8%	48,852	$2.4M
Generation Capital Management LLC	2.05%	—	48,286	$2.4M
SteelPeak Wealth, LLC	0.10%	New	48,165	$2.4M
Townsquare Capital LLC	0.03%	Add +37.7%	47,605	$2.4M
Prospera Financial Services Inc	0.05%	Add +6.5%	47,436	$2.3M
Northside Capital Management, LLC	0.62%	No change	47,422	$2.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.19%	New	47,254	$2.3M
Compass Financial Group, Inc.	1.10%	Reduce -6.6%	46,385	$2.3M
BridgePort Financial Solutions, LLC	1.04%	—	42,341	$2.3M
Beacon Bridge Wealth Partners, LLC	0.97%	New	46,347	$2.3M
Cushing Capital Partners, LLC	2.20%	—	46,191	$2.3M
IHT Wealth Management, LLC	0.07%	Reduce -23.5%	46,179	$2.3M
Red Mountain Financial, LLC	2.46%	Reduce -0.4%	46,149	$2.3M
Eq LLC	1.07%	New	46,054	$2.3M
Integrated Advisors Network LLC	0.11%	Add +21.5%	45,800	$2.3M
Guidance Capital, Inc.	0.69%	Add +32.6%	43,134	$2.3M
Kelly Financial Services LLC	0.81%	New	45,221	$2.2M
First Manhattan Co. Llc.	0.01%	No change	45,204	$2.2M
Plan Group Financial, LLC	1.17%	Add +3.9%	44,558	$2.2M
Confluence Wealth Services, Inc.	0.14%	Add +1.9%	42,172	$2.2M
Lineweaver Wealth Advisors, LLC	0.40%	New	43,509	$2.2M
Western Wealth Management, LLC	0.11%	Add +35.6%	43,194	$2.1M
Interchange Capital Partners, LLC	0.77%	Reduce -11.0%	43,069	$2.1M
MMBG Investment Advisors Co.	0.23%	No change	42,900	$2.1M
Knollwood Investment Advisory, LLC	0.22%	No change	42,851	$2.1M
Buttonwood Financial Group, LLC	1.17%	New	40,551	$2.1M
Wedbush Securities Inc.	0.08%	Add +34.4%	42,782	$2.1M
Compagnie Lombard Odier SCmA	0.03%	Add +141.8%	42,772	$2.1M
Vicus Capital	0.19%	Reduce -81.7%	42,714	$2.1M
Walkner Condon Financial Advisors LLC	0.42%	Reduce -1.7%	42,207	$2.1M
Wormser Freres Gestion	1.24%	Add +8.3%	41,403	$2.1M
Sachetta, LLC	0.81%	Add +3.6%	41,520	$2.1M
Stokes Family Office, LLC	0.22%	New	41,382	$2.0M
Apeiron RIA LLC	0.56%	Add +3.0%	40,675	$2.0M
Cadent Capital Advisors, LLC	0.70%	Reduce -3.6%	40,290	$2.0M
Ipsen Advisor Group LLC	1.69%	—	39,993	$2.0M
Prudential PLC	0.01%	Reduce -26.5%	39,801	$2.0M
Whitener Capital Management, Inc.	0.55%	Reduce -0.8%	39,480	$2.0M
WBH Advisory Inc.	0.18%	Reduce -0.3%	39,425	$2.0M
Five Pine Wealth Management	1.63%	—	39,129	$1.9M
Inlet Private Wealth, LLC	0.51%	Add +8.5%	38,817	$1.9M
Silver Oak Securities, Incorporated	0.18%	Reduce -4.9%	38,964	$1.9M
Novak & Powell Financial Services, Inc.	1.14%	Reduce -1.2%	38,512	$1.9M
Trust Point Inc.	0.13%	No change	38,459	$1.9M
Red Door Wealth Management, LLC	0.29%	Add +18.0%	38,456	$1.9M
TRUE Private Wealth Advisors	0.23%	Add +4.7%	38,378	$1.9M
Scotia Capital Inc.	0.01%	Reduce -22.6%	38,184	$1.9M
Howland Capital Management LLC	0.08%	Add +0.1%	38,147	$1.9M
ICONIQ Capital, LLC	0.03%	No change	38,140	$1.9M
Brighton Jones LLC	0.05%	New	37,649	$1.9M
Mosley Wealth Management	1.15%	Add +6.0%	35,725	$1.9M
Liberty Wealth Management LLC	0.31%	Add +480.9%	37,445	$1.9M
M Holdings Securities, Inc.	0.30%	Add +234.9%	37,346	$1.8M
Perkins Coie Trust Co	0.41%	No change	37,347	$1.8M
Strategic Blueprint, LLC	0.11%	New	37,174	$1.8M
Bridgewealth Advisory Group, LLC	0.52%	Add +33.9%	33,079	$1.8M
Two Sigma Securities, LLC	0.33%	Add +64.1%	36,743	$1.8M
Garde Capital, Inc.	0.12%	Add +40.4%	36,540	$1.8M
Arlington Trust Co LLC	0.38%	No change	36,527	$1.8M
SignalPoint Asset Management, LLC	0.44%	Reduce -6.2%	36,508	$1.8M
Sunesis Advisors, LLC	1.10%	No change	36,471	$1.8M
American Trust	0.14%	New	36,348	$1.8M
United Asset Strategies, Inc.	0.16%	Reduce -4.6%	36,072	$1.8M
Valued Retirements, Inc.	2.40%	Reduce -6.4%	35,978	$1.8M
Family Manage LLC	0.29%	No change	35,933	$1.8M
Regal Investment Advisors LLC	0.13%	Add +83.6%	35,921	$1.8M
Bank Ozk	0.73%	Reduce -2.6%	35,794	$1.8M
Farther Finance Advisors, LLC	0.06%	Add +32.4%	35,677	$1.8M
Scarborough Advisors, LLC	0.25%	New	35,637	$1.8M
Simplicity Wealth,LLC	0.37%	Reduce -22.8%	35,454	$1.8M
Strategic Investment Solutions, Inc.	0.59%	Reduce -7.5%	41,907	$1.8M
Evergreen Capital Management LLC	0.06%	No change	35,269	$1.7M
Columbus Macro, LLC	0.24%	New	35,209	$1.7M
Highline Wealth Partners LLC	0.57%	Add +3.5%	34,952	$1.7M
New Republic Capital, LLC	1.13%	Add +240.6%	34,948	$1.7M
W1M Asset Management Ltd	0.15%	Add +22.7%	34,927	$1.7M
ONE Advisory Partners, LLC	0.76%	New	34,466	$1.7M
Marks Group Wealth Management, Inc	0.17%	Reduce -0.6%	34,320	$1.7M
Virtus Family Office LLC	2.11%	Reduce -19.1%	33,996	$1.7M
JSF Financial, LLC	0.45%	Reduce -91.3%	33,929	$1.7M
Ofc Financial Planning, LLC	1.77%	—	33,839	$1.7M
Wealth Quarterback LLC	0.77%	Add +60.8%	33,107	$1.6M
Holistic Financial Partners	0.81%	No change	32,987	$1.6M
Wealthspire Advisors, LLC	0.02%	Add +8.7%	32,691	$1.6M
Sage Mountain Advisors LLC	0.12%	No change	32,683	$1.6M
Triad Wealth Partners, LLC	0.58%	New	32,503	$1.6M
Horst & Graben Wealth Management LLC	0.28%	New	32,337	$1.6M
New England Private Wealth Advisors LLC	0.25%	Add +8.4%	32,255	$1.6M
Waterloo Capital, L.P.	0.17%	Reduce -11.5%	32,080	$1.6M
Connective Portfolio Management, LLC	2.36%	No change	32,029	$1.6M
Flywheel Private Wealth LLC	1.45%	—	31,942	$1.6M
Satovsky Asset Management LLC	0.36%	Reduce -4.8%	31,842	$1.6M
EWG Elevate Inc.	0.48%	Add +6.6%	31,747	$1.6M
Oak Family Advisors, LLC	0.61%	Reduce -3.3%	31,576	$1.6M
Relyea Zuckerberg Hanson LLC	0.21%	No change	31,505	$1.6M
Global Retirement Partners, LLC	0.04%	Add +17.1%	31,470	$1.6M
Roundview Capital LLC	0.11%	Add +1.1%	31,256	$1.5M
Savant Capital, LLC	0.01%	Add +26.2%	31,253	$1.5M
Cardinal Strategic Wealth Guidance	0.49%	New	31,216	$1.5M
Kingswood Wealth Advisors, LLC	0.12%	New	31,077	$1.5M
Savvy Advisors, Inc.	0.18%	Add +45.8%	30,925	$1.5M
J.W. Cole Advisors, Inc.	0.06%	Reduce -14.7%	30,895	$1.5M
Concurrent Investment Advisors, LLC	0.04%	Add +114.7%	30,680	$1.5M
Naviter Wealth, LLC	0.18%	Add +0.3%	30,679	$1.5M
Accredited Investor Services, LLC	1.21%	—	30,493	$1.5M
Avalon Capital Management	0.49%	Reduce -12.7%	30,392	$1.5M
Main Street Financial Solutions, LLC	0.15%	Reduce -8.8%	30,246	$1.5M
Beacon Financial Group	0.16%	New	30,173	$1.5M
Clearstead Advisors, LLC	0.02%	Reduce -3.3%	30,059	$1.5M
FFG Partners, LLC	0.52%	Add +1.4%	29,700	$1.5M
MassMutual Private Wealth & Trust, FSB	0.04%	Add +3.7%	29,670	$1.5M
Focus Financial Network, Inc.	0.06%	Reduce -41.0%	29,577	$1.5M
Bristlecone Advisors, LLC	0.11%	Reduce -0.1%	29,573	$1.5M
4J Wealth Management LLC	1.18%	New	29,562	$1.5M
Clearstead Trust, LLC	0.32%	Add +1.0%	29,464	$1.5M
PFG Advisors	0.09%	Add +3.2%	29,140	$1.4M
Freedom Investment Management, Inc.	0.12%	Reduce -3.6%	29,058	$1.4M
Ascent Group, LLC	0.11%	New	29,013	$1.4M
Comprehensive Money Management Services LLC	1.18%	—	28,873	$1.4M
MainStreet Investment Advisors LLC	0.20%	Reduce -2.8%	28,636	$1.4M
Sound View Wealth Advisors Group, LLC	0.11%	No change	28,458	$1.4M
Insigneo Advisory Services, LLC	0.15%	Add +3.2%	28,446	$1.4M
FWL Investment Management, LLC	0.51%	No change	28,266	$1.4M
Stone House Investment Management, LLC	0.35%	Add +1830.2%	28,162	$1.4M
TPG Advisors LLC	1.08%	Add +0.7%	28,025	$1.4M
Courage Capital Management LLC	2.86%	No change	28,000	$1.4M
Ifrah Financial Services, Inc.	0.38%	Reduce -2.7%	27,973	$1.4M
Midwest Capital Advisors, LLC	1.01%	—	27,895	$1.4M
Mitsubishi UFJ Asset Management Co., Ltd.	0.00%	Reduce -4.6%	27,283	$1.4M
Oppenheimer & Co. Inc.	0.02%	Reduce -28.4%	27,407	$1.4M
TSA Wealth Managment LLC	0.55%	New	27,212	$1.3M
Robertson Stephens Wealth Management, LLC	0.05%	Add +49.8%	27,130	$1.3M
Alesco Advisors, LLC, An ESL Co	0.04%	Reduce -0.5%	27,037	$1.3M
S.A. Mason LLC	0.70%	Add +0.4%	27,034	$1.3M
WCG Wealth Advisors LLC	0.09%	Reduce -3.2%	26,998	$1.3M
Perennial Investment Advisors, LLC	0.16%	Add +178.8%	26,971	$1.3M
Moors & Cabot, Inc.	0.06%	Add +30.5%	26,936	$1.3M
Eastern Bank	0.02%	Reduce -14.5%	26,923	$1.3M
Capital Analysts, LLC	0.05%	Add +193.7%	26,807	$1.3M
Boyce & Associates Wealth Consulting, Inc.	1.34%	Add +1.6%	26,703	$1.3M
Macroview Investment Management LLC	1.34%	Add +2.8%	26,668	$1.3M
Cypress Wealth Services, LLC	0.26%	Add +245.0%	26,510	$1.3M
Forthright Family Wealth Advisory LLC	0.85%	New	26,467	$1.3M
Cathy Pareto & Associates, Inc.	1.19%	—	26,125	$1.3M
Myecfo, LLC	0.69%	No change	25,950	$1.3M
TD Private Client Wealth LLC	0.04%	Reduce -10.4%	25,807	$1.3M
PBMares Wealth Management LLC	0.26%	Reduce -3.4%	25,752	$1.3M
Tme Financial, Inc.	1.19%	—	25,611	$1.3M
Sterling Capital Management LLC	0.02%	No change	25,589	$1.3M
Vident Advisory, LLC	0.02%	Reduce -1.0%	25,456	$1.3M
Accredited Wealth Management, LLC	1.10%	—	25,451	$1.3M
PFG Investments, LLC	0.08%	Add +8.6%	25,437	$1.3M
Greenhouse Wealth Management, LLC	0.82%	No change	25,196	$1.2M
Forum Financial Management, LP	0.02%	Add +0.4%	25,181	$1.2M
Austin Private Wealth, LLC	0.12%	Reduce -12.0%	25,152	$1.2M
Americana Partners, LLC	0.05%	Add +0.6%	25,119	$1.2M
Citizens Financial Group Inc.	0.02%	Add +12.7%	25,112	$1.2M
Strategic Wealth Partners, Ltd.	0.10%	Reduce -3.7%	22,269	$1.2M
Glass Jacobson Investment Advisors llc	0.40%	Reduce -2.6%	24,826	$1.2M
CW Advisors, LLC	0.02%	Reduce -2.9%	24,819	$1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.03%	Add +3.3%	24,800	$1.2M
Brown Brothers Harriman & Co.	0.01%	No change	24,666	$1.2M
Country Club Bank	0.08%	No change	24,753	$1.2M
Montis Financial, LLC	0.38%	Reduce -1.9%	24,524	$1.2M
WealthBridge Capital Management, LLC	0.33%	Add +0.7%	24,282	$1.2M
ETF Store, Inc.	1.49%	Add +0.0%	24,230	$1.2M
Regatta Capital Group, LLC	0.23%	Add +0.2%	24,196	$1.2M
Provenance Wealth Advisors, LLC	0.15%	Reduce -73.6%	24,151	$1.2M
Focus Partners Advisor Solutions, LLC	0.02%	Reduce -19.2%	24,004	$1.2M
Cobblestone Asset Management LLC	0.77%	New	23,956	$1.2M
Citizens National Bank Trust Department	0.25%	Add +12.0%	23,885	$1.2M
Sharper & Granite LLC	0.52%	Add +139.4%	23,715	$1.2M
J. W. Coons Advisors, LLC	0.30%	Add +0.1%	23,691	$1.2M
EP Wealth Advisors, LLC	0.01%	Add +41.4%	23,619	$1.2M
BCGM Wealth Management, LLC	0.37%	New	23,373	$1.2M
Spectrum Wealth Counsel, LLC	0.14%	Add +977.2%	23,354	$1.2M
Hutchinson Capital Management	0.22%	No change	23,132	$1.1M
First Trust Advisors LP	0.00%	Add +36.4%	23,083	$1.1M
RFG - Bristol Wealth Advisors, LLC	0.37%	—	22,710	$1.1M
TAP Consulting, LLC	0.23%	Add +6.2%	22,637	$1.1M
Sageworth Trust Co	0.07%	No change	22,496	$1.1M
IFG Advisory, LLC	0.06%	Add +16.9%	22,434	$1.1M
Quantinno Capital Management LP	0.01%	Add +12.8%	22,431	$1.1M
Tradewinds Capital Management, LLC	0.29%	Reduce -93.8%	22,386	$1.1M
Simmons Bank	0.08%	Reduce -2.1%	22,380	$1.1M
Midwest Financial Group LLC	0.63%	Add +0.8%	22,308	$1.1M
Signaturefd, LLC	0.02%	No change	22,264	$1.1M
Ascentis Independent Advisors	0.21%	Add +4.4%	22,152	$1.1M
ShoreHaven Wealth Partners, LLC	0.52%	New	22,149	$1.1M
Blossom Wealth Management	2.09%	Reduce -11.3%	21,984	$1.1M
Burns J W & Co. Inc.	0.14%	Add +0.3%	21,983	$1.1M
Sharp Wealth Advisory, LLC	0.82%	Add +13.8%	21,938	$1.1M
Spire Wealth Management	0.03%	Add +43.0%	21,921	$1.1M
Terra Nova Asset Management LLC	0.82%	No change	21,766	$1.1M
Wealthcare Advisory Partners LLC	0.03%	Add +1.7%	21,550	$1.1M
Belvedere Trading LLC	0.08%	Add +4.8%	21,488	$1.1M
Bensler, LLC	0.13%	New	21,420	$1.1M
Port Capital LLC	0.05%	No change	21,350	$1.1M
Stock Yards Bank & Trust Co.	0.04%	Add +0.7%	21,307	$1.1M
Principal Securities, Inc.	0.02%	Add +46.6%	21,307	$1.1M
Vise Technologies, Inc.	0.09%	Add +31.2%	21,306	$1.1M
Lake Street Advisors Group, LLC	0.05%	Reduce -9.4%	21,270	$1.1M
Alterna Wealth Management, Inc.	0.89%	New	21,244	$1.1M
Ashton Thomas Securities, LLC	0.29%	Add +540.7%	21,240	$1.1M
Alpha Financial Partners LLC	0.83%	New	21,239	$1.1M
Jacobi Capital Management LLC	0.08%	Reduce -1.7%	21,197	$1.0M
WESPAC Advisors, LLC	0.77%	New	21,152	$1.0M
Ewa, LLC	0.39%	Add +5.9%	21,132	$1.0M
China Universal Asset Management Co., Ltd.	0.10%	Reduce -32.3%	21,000	$1.0M
Mraz, Amerine & Associates, Inc.	0.18%	Add +2.9%	20,962	$1.0M
Worth Financial Advisory Group, LLC	0.63%	Reduce -2.0%	20,793	$1.0M
Nations Financial Group Inc, /Ia/	0.08%	Reduce -1.4%	20,725	$1.0M
PAX Financial Group, LLC	0.18%	New	20,720	$1.0M
Westside Investment Management, Inc.	0.21%	Reduce -2.8%	20,568	$1.0M
NewEdge Wealth, LLC	0.02%	Add +235.3%	20,237	$1.0M
Hilltop Holdings Inc.	0.06%	Reduce -0.4%	20,208	$1.0M
Allstate Corp.	0.03%	Reduce -49.5%	20,202	$1.0M
Authentikos Wealth Advisory, LLC	0.99%	Reduce -5.6%	20,168	$999K
Avory & Company, LLC	0.55%	No change	20,000	$990K
Compton Wealth Advisory Group, LLC	0.25%	Reduce -8.4%	19,915	$986K
Bradley & Co. Private Wealth Management, LLC	0.61%	—	19,878	$984K
Venturi Wealth Management, LLC	0.05%	Add +42.9%	19,822	$981K
Kanawha Capital Management LLC	0.08%	Reduce -0.6%	19,779	$979K
LaSalle St. Investment Advisors, LLC	0.30%	Add +151.5%	19,766	$978K
Hamilton Capital, LLC	0.07%	No change	19,707	$976K
Ehrlich Financial Group	0.69%	New	19,662	$973K
Dohj, LLC	0.22%	Add +6.5%	19,649	$973K
Natixis Advisors, LLC	0.00%	Add +2.9%	19,620	$971K
Fort Point Capital Partners LLC	0.11%	Add +0.7%	19,108	$946K
Azimuth Capital Investment Management LLC	0.04%	Add +11.8%	19,024	$942K
Worth Asset Management, LLC	0.50%	Add +266.4%	18,984	$940K
Silverlake Wealth Management LLC	0.36%	Reduce -0.1%	18,948	$938K
Bleakley Financial Group, LLC	0.03%	Reduce -0.3%	18,911	$936K
Private Portfolio Partners LLC	0.17%	Reduce -0.3%	18,822	$932K
Summit X, LLC	0.21%	New	18,707	$926K
Douglass Winthrop Advisors, LLC	0.02%	No change	18,680	$925K
Wealthspire Retirement, LLC	0.07%	Reduce -5.0%	18,655	$924K
Jordan Park Trust Co LLC	0.77%	—	18,651	$923K
Braun-Bostich & Associates Inc.	0.66%	New	18,527	$917K
Doliver Advisors, LP	0.25%	Reduce -4.7%	18,525	$917K
Noble Wealth Management PBC	0.64%	—	18,509	$916K
Centurion Wealth Management LLC	0.29%	Add +96.1%	18,486	$915K
Private Trust Co. NA	0.09%	Add +13.7%	18,421	$912K
Auxano Advisors, LLC	0.23%	Reduce -2.3%	18,374	$910K
Wealth Management Associates, Inc.	0.39%	No change	18,368	$909K
Kayne Anderson Rudnick Investment Management LLC	0.00%	Add +10.8%	18,437	$909K
AQR Capital Management	0.00%	Add +24.4%	18,327	$907K
Bright Financial Advisors, Inc.	0.57%	Reduce -2.3%	18,286	$905K
American National Bank & Trust	0.10%	Add +30.4%	18,251	$904K
Sheets Smith Wealth Management	0.11%	No change	18,211	$902K
Csenge Advisory Group	0.05%	Add +115.6%	18,110	$897K
Dynamic Advisor Solutions LLC	0.04%	Add +3.6%	18,108	$897K
Y.D. More Investments Ltd	0.08%	No change	18,000	$891K
SigFig Wealth Management, LLC	0.03%	New	18,054	$889K
Sequoia Financial Advisors, LLC	0.01%	Add +60.0%	17,891	$886K
Mayflower Financial Advisors, LLC	0.13%	Add +2.9%	17,886	$886K
Certuity, LLC	0.10%	Reduce -13.2%	17,884	$885K
Avaii Wealth Management, LLC	0.43%	Add +20.2%	17,807	$882K
Hobbs Group Advisors, LLC	0.33%	Reduce -0.0%	17,783	$880K
Silvia McColl Wealth Management, LLC	0.66%	Add +60.3%	17,741	$878K
Phillips Financial Management, LLC	0.07%	No change	17,649	$874K
Verity Asset Management, Inc.	0.49%	Reduce -14.4%	17,643	$874K
Freestone Capital Holdings, LLC	0.03%	Reduce -35.2%	17,614	$872K
Global Wealth Management, LLC	0.55%	New	17,513	$867K
Courier Capital LLC	0.06%	New	17,451	$864K
First National Trust Co	0.03%	No change	17,447	$864K
Valeo Financial Advisors, LLC	0.02%	Add +2.2%	17,311	$857K
Independent Advisor Alliance	0.01%	Add +20.7%	17,303	$857K
Florida Trust Wealth Management Co	0.03%	No change	17,304	$857K
True Vision MN LLC	0.51%	New	17,266	$855K
CWA Asset Management Group, LLC	0.04%	No change	17,246	$854K
Cardiff Park Advisors, LLC	0.08%	Reduce -6.2%	17,242	$854K
West Wealth Group, LLC	0.25%	New	17,237	$853K
BOK Financial Private Wealth, Inc.	0.06%	Add +0.4%	17,189	$851K
S&co Inc.	0.06%	No change	17,174	$850K
Riggs Asset Managment Co. Inc.	0.23%	Add +1.2%	17,269	$850K
Ballew Advisors, Inc	0.54%	No change	16,910	$850K
Glenmede Trust Co. NA	0.00%	Reduce -25.3%	17,082	$846K
XTX Topco Ltd	0.07%	New	17,049	$844K
Cascade Financial Partners, LLC	0.11%	Reduce -6.4%	16,942	$839K
Pinkerton Wealth, LLC	0.12%	Reduce -42.1%	16,853	$834K
Mill Creek Capital Advisors, LLC	0.02%	No change	16,821	$833K
Kornitzer Capital Management Inc.	0.02%	No change	16,793	$831K
Narus Financial Partners, LLC	0.28%	Reduce -7.5%	16,787	$831K
Bison Wealth, LLC	0.18%	Add +78.5%	16,778	$831K
Beam Wealth Advisors, Inc.	0.26%	Add +3.7%	16,775	$831K
Wealthgarden F.S. LLC	0.77%	Add +47.2%	16,709	$827K
Novem Group	0.12%	—	16,518	$818K
Principle Wealth Partners LLC	0.06%	No change	16,459	$815K
Ellis Investment Partners, LLC	0.16%	Add +1.6%	16,357	$810K
Mirador Capital Partners LP	0.15%	Reduce -0.1%	16,298	$807K
Mill Capital Management, LLC	0.06%	No change	16,250	$805K
Wescott Financial Advisory Group, LLC	0.08%	No change	16,247	$804K
Old National Bancorp	0.02%	Add +0.3%	16,038	$794K
KCM Investment Advisors LLC	0.03%	Add +15.5%	15,915	$788K
Mather Group, Llc.	0.01%	Add +60.0%	15,757	$780K
Sovran Advisors, LLC	0.11%	—	15,392	$778K
Capital Investment Advisors, LLC	0.02%	Add +8.0%	15,681	$776K
Arkadios Wealth Advisors	0.04%	Add +6.5%	15,635	$774K
Northcape Wealth Management, LLC	0.25%	No change	15,535	$769K
Essex Financial Services, Inc.	0.05%	Add +7.0%	15,512	$768K
Blue Fin Capital, Inc.	0.14%	No change	15,508	$768K
Barnes Wealth Management Group, Inc	0.50%	—	15,157	$750K
Benjamin Edwards Inc.	0.01%	Add +26.8%	15,126	$749K
Horan Capital Advisors, LLC.	0.25%	No change	15,085	$747K
Tarbox Family Office, Inc.	0.12%	No change	15,000	$743K
Bank of Nova Scotia	0.00%	Add +0.4%	14,994	$742K
Shared Vision Wealth Group LLC	0.39%	New	14,972	$741K
Confluence Investment Management LLC	0.01%	Add +4.1%	14,962	$741K
Aberdeen Wealth Management LLC	0.51%	No change	14,912	$738K
Advus Financial Partners, LLC	0.21%	Add +91.2%	14,910	$738K
Claro Advisors Inc.	0.10%	New	14,827	$734K
Waverly Advisors, LLC	0.01%	Add +53.6%	14,768	$731K
Synergy Investment Management, LLC	0.31%	—	14,693	$727K
Farmers & Merchants Investments Inc.	0.02%	Add +2.9%	14,587	$722K
Matrix Trust Co	0.13%	Add +619.4%	14,517	$719K
Marmo Financial Group, LLC	0.39%	No change	14,401	$713K
Kilter Group LLC	0.46%	—	14,361	$711K
Capital Advisors Inc.	0.01%	Add +29.7%	14,223	$704K
Maia Wealth LLC	0.15%	Reduce -0.6%	13,600	$704K
Hanson & Doremus Investment Management	0.11%	Reduce -6.3%	14,099	$698K
Access Investment Management LLC	0.20%	No change	14,052	$696K
Moneco Advisors, LLC	0.07%	Add +4.5%	14,031	$695K
Carnegie Investment Counsel	0.02%	Add +0.2%	13,724	$679K
SGL Investment Advisors, Inc.	0.35%	Reduce -3.3%	12,340	$676K
Magnolia Capital Advisors LLC	0.17%	Add +36.6%	13,552	$671K
CPR Investments Inc.	0.60%	New	13,512	$669K
AA Financial Advisors, LLC	0.18%	Add +3.7%	13,431	$665K
Verus Capital Partners, LLC	0.06%	Add +123.2%	13,444	$662K
Unique Wealth, LLC	0.14%	Add +193.7%	13,336	$660K
Grove Bank & Trust	0.09%	Reduce -87.7%	13,291	$658K
Northwest Capital Management Inc	0.28%	New	13,252	$656K
SWP Financial LLC	0.39%	New	13,182	$653K
CX Institutional	0.03%	Add +29.7%	13,132	$650K
Certus Wealth Management, LLC	0.43%	New	11,831	$649K
Angeles Wealth Management, LLC	0.05%	Add +0.9%	13,113	$649K
Thompson David Blair	0.47%	—	13,071	$647K
Aprio Wealth Management, LLC	0.09%	No change	13,054	$646K
WealthShield Partners, LLC	0.09%	New	12,998	$644K
Clear Creek Financial Management, LLC	0.07%	Add +0.3%	12,993	$643K
Nwam LLC	0.04%	Add +5.3%	12,925	$640K
FFT Wealth Management LLC	0.05%	Add +23.1%	12,893	$638K
Avidian Wealth Enterprises, LLC	0.03%	Add +12.1%	12,874	$637K
Cliftonlarsonallen Wealth Advisors, LLC	0.01%	Reduce -0.3%	12,873	$637K
Riverpoint Wealth Management Holdings, LLC	0.17%	Reduce -1.5%	12,873	$637K
SlateStone Wealth, LLC	0.06%	Reduce -3.4%	12,874	$637K
Mission Creek Capital Partners, Inc.	0.14%	No change	12,857	$637K
Transcend Capital Advisors, LLC	0.05%	Add +21.2%	12,844	$636K
Intrua Financial, LLC	0.10%	Reduce -7.1%	12,800	$634K
Cordgrass Capital Advisors, LLC	0.18%	No change	12,793	$633K
5T Wealth, LLC	0.35%	—	12,745	$631K
Trustmark Bank Trust Department	0.05%	Reduce -0.5%	12,517	$620K
Ameliora Wealth Management Ltd.	0.23%	New	12,500	$619K
Phoenix Wealth Advisors	0.27%	Reduce -0.1%	12,491	$618K
Community Bank, N.A.	0.08%	No change	12,477	$618K
PDS Planning, Inc	0.05%	Add +2.3%	12,466	$617K
DAVENPORT & Co LLC	0.00%	Add +17.6%	12,428	$615K
Boston Family Office LLC	0.04%	No change	12,421	$615K
Gateway Wealth Partners, LLC	0.16%	Add +147.3%	12,402	$614K
Hirtle & Co., LLC	0.03%	No change	12,402	$614K
One Wealth Capital Management, LLC	0.31%	—	12,397	$614K
Independent Wealth Network Inc.	0.25%	Reduce -20.4%	12,388	$613K
Pinnacle Associates Ltd.	0.01%	Add +6.3%	12,332	$611K
Forvis Mazars Wealth Advisors, LLC	0.01%	No change	12,181	$603K
Financial Engines Advisors L.L.C.	0.00%	New	12,098	$599K
Armbruster Capital Management, Inc.	0.12%	New	12,000	$594K
Nova Wealth Management, Inc.	0.51%	—	11,915	$590K
Colony Family Offices, LLC	0.18%	Reduce -48.3%	11,820	$585K
Arete Wealth Advisors, LLC	0.04%	Reduce -78.0%	11,747	$582K
MBL Wealth, LLC	0.06%	Reduce -2.5%	11,700	$579K
Grey Ledge Advisors, LLC	0.15%	Reduce -0.0%	11,671	$578K
Gladstone Institutional Advisory LLC	0.03%	Add +0.8%	11,665	$578K
Pure Portfolios Holdings LLC	0.21%	Reduce -6.0%	11,658	$577K
Potomac Fund Management Inc.	0.03%	—	11,655	$577K
Integrated Investment Consultants, LLC	0.12%	Reduce -66.1%	16,425	$575K
Arrowroot Family Office, LLC	0.30%	Reduce -3.2%	11,606	$575K
Titleist Asset Management, LLC	0.07%	Reduce -48.2%	11,599	$574K
Bryn Mawr Trust Advisors, LLC	0.03%	Reduce -0.2%	11,591	$574K
Edmond DE Rothschild Holding S.A.	0.01%	No change	11,575	$573K
Texas Yale Capital Corp.	0.02%	No change	11,537	$571K
Elyxium Wealth, LLC	0.35%	New	11,490	$569K
Colonial Trust Co / SC	0.08%	No change	11,401	$564K
CoreCap Advisors, LLC	0.03%	Add +20.1%	11,394	$564K
First Heartland Consultants, Inc.	0.06%	Add +103.6%	11,389	$564K
Keel Point, LLC	0.04%	Add +108.5%	11,298	$559K
Glenview Trust Co	0.01%	New	11,289	$559K
Signature Estate & Investment Advisors LLC	0.01%	Add +5.5%	11,255	$557K
Meridian Wealth Management, LLC	0.03%	Reduce -3.4%	11,240	$556K
Werba Rubin Papier Wealth Management	0.13%	No change	11,234	$556K
5th Street Advisors, LLC	0.29%	Add +50.4%	11,204	$555K
Mosaic Family Wealth Partners, LLC	0.08%	Reduce -0.8%	11,172	$553K
Keebeck Wealth Management	0.08%	Reduce -7.3%	11,146	$552K
Appleton Partners Inc.	0.04%	Reduce -1.0%	11,073	$548K
W.G. Shaheen & Associates DBA Whitney & Co	0.06%	Reduce -19.7%	11,037	$546K
Betterment LLC	0.00%	Add +1.8%	11,021	$546K
Hancock Whitney Corp.	0.02%	No change	11,018	$546K
Hoxton Planning & Management, LLC	0.21%	New	11,015	$545K
Outlook Wealth Advisors, LLC	0.16%	Reduce -0.0%	10,933	$541K
Lantz Financial LLC	0.14%	New	10,900	$540K
Jamison Private Wealth Management, Inc.	0.08%	New	10,887	$539K
Sentinel Pension Advisors, LLC	0.10%	Add +0.1%	10,876	$538K
Bay Harbor Wealth Management, LLC	0.17%	New	10,836	$536K
Bogart Wealth, LLC	0.03%	No change	10,812	$535K
Sterling Investment Advisors LLC	0.31%	Reduce -12.1%	10,800	$535K
Viewpoint Capital Management LLC	0.28%	Add +1.3%	10,777	$534K
Global Financial Private Client, LLC	0.20%	Add +19.6%	10,777	$534K
True North Advisors, LLC	0.12%	No change	10,650	$527K
Arkansas Financial Group, Inc.	0.09%	Add +38.5%	10,650	$527K
Keystone Financial Group	0.05%	New	10,512	$520K
Shepherd Financial Partners LLC	0.06%	Reduce -0.3%	10,458	$518K
OneAscent Financial Services LLC	0.04%	New	10,450	$517K
Sovereign Financial Group, Inc.	0.12%	Add +70.7%	10,386	$514K
Pinnacle Bancorp, Inc.	0.17%	Reduce -14.4%	10,357	$513K
Twin Peaks Wealth Advisors, LLC	0.22%	New	10,352	$513K
Fisher Asset Management	0.00%	Reduce -0.8%	10,264	$508K
Inspirion Wealth Advisors, LLC	0.07%	No change	10,153	$508K
Towne Trust Company, N.A	0.18%	New	10,250	$507K
Tradition Wealth Management, LLC	0.04%	No change	10,233	$507K
Atala Financial Inc	0.36%	—	10,225	$506K
Swmg, LLC	0.20%	Reduce -2.7%	9,668	$503K
North Forty Two & Co.	0.58%	—	10,129	$501K
Mission Wealth Management, LP	0.01%	Add +8.6%	10,126	$501K
Belpointe Asset Management LLC	0.03%	Reduce -3.5%	10,538	$498K
Hengehold Capital Management LLC	0.05%	No change	10,000	$495K
Advance Capital Management, Inc.	0.02%	Add +30.1%	9,856	$488K
Laird Norton Wetherby Wealth Management, LLC	0.02%	Add +34.1%	9,831	$487K
Moneta Group Investment Advisors LLC	0.01%	Add +12.1%	9,819	$486K
DMC Group, LLC	0.39%	Reduce -24.3%	9,787	$485K
Clifford Swan Investment Counsel LLC	0.02%	No change	9,773	$484K
Petra Financial Advisors Inc.	0.33%	Reduce -58.3%	9,763	$483K
Valmark Advisers, Inc.	0.01%	Reduce -26.0%	9,739	$482K
Patten & Patten Inc.	0.03%	Add +1.7%	9,710	$481K
EPG Wealth Management LLC	0.13%	Reduce -10.4%	9,670	$479K
Staley Capital Advisers Inc.	0.02%	Reduce -0.8%	9,648	$478K
Black Diamond Financial, LLC	0.07%	Add +0.6%	9,644	$477K
Sonora Investment Management Group, LLC	0.04%	No change	9,643	$477K
Berkeley Capital Partners, LLC	0.13%	Add +3.4%	9,570	$474K
Isthmus Partners, LLC	0.06%	New	9,520	$471K
Choate Investment Advisors	0.01%	No change	9,517	$471K
West Paces Advisors Inc.	0.12%	Reduce -13.6%	9,515	$471K
Williams & Novak, LLC	0.45%	No change	9,496	$470K
4WEALTH Advisors, Inc.	0.48%	—	9,464	$469K
Greenleaf Trust	0.00%	Reduce -5.2%	9,416	$466K
Catawba River Capital	0.28%	No change	9,363	$464K
Endowment Wealth Management, Inc.	0.31%	Add +3.8%	9,330	$462K
Peapack Gladstone Financial Corp.	0.01%	Reduce -0.7%	9,306	$461K
XML Financial, LLC	0.04%	Add +63.1%	9,302	$461K
Three Cord True Wealth Management, LLC	0.40%	—	9,285	$460K
Farmers Trust Co.	0.09%	No change	9,246	$458K
Badgley Phelps Wealth Managers, LLC	0.01%	Add +100.6%	9,238	$457K
Winch Advisory Services, LLC	0.12%	Reduce -17.8%	9,195	$455K
Callan Capital, LLC	0.03%	No change	9,195	$455K
RFG Advisory, LLC	0.01%	Reduce -45.0%	9,125	$452K
Woodward Diversified Capital, LLC	0.33%	Reduce -0.8%	9,120	$452K
Essex Bank	0.11%	Add +9.5%	9,091	$450K
Beckerman Institutional, LLC	0.36%	Add +29.1%	9,030	$447K
Redhawk Wealth Advisors, Inc.	0.06%	Add +3.9%	9,024	$447K
Tyler-Stone Wealth Management	0.08%	No change	9,009	$446K
Brandywine Oak Private Wealth LLC	0.04%	No change	9,000	$446K
Helium Advisors LLC	0.35%	—	8,985	$445K
Baker Avenue Asset Management, LP	0.01%	Add +19.2%	8,962	$444K
Dynamic Financial Group	0.45%	—	8,959	$444K
Councilor Wealth, LLC	0.21%	No change	8,950	$443K
Strategic Financial Concepts, LLC	0.08%	New	8,931	$442K
DGS Capital Management, LLC	0.11%	Add +2.0%	8,896	$440K
Fairvoy Private Wealth, LLC	0.12%	—	8,884	$440K
Quintet Private Bank (Europe) S.A.	0.02%	New	8,825	$437K
GeoWealth Management, LLC	0.01%	Add +22.0%	8,780	$435K
Endeavor Private Wealth, Inc.	0.41%	—	8,777	$435K
Ashford Capital Management Inc.	0.05%	No change	8,711	$431K
Horizon Kinetics Asset Management LLC	0.01%	Reduce -1.1%	8,690	$430K
KKM Financial LLC	0.18%	No change	8,683	$430K
Kiely Wealth Advisory Group, Inc.	0.27%	No change	7,781	$427K
Quadrant Private Wealth Management, LLC	0.10%	Add +2.3%	8,596	$426K
Level Four Advisory Services, LLC	0.02%	Reduce -10.2%	8,593	$425K
Strategies Wealth Advisors, LLC	0.05%	No change	7,752	$425K
Patten Group, Inc.	0.09%	New	8,589	$425K
Lowe Brockenbrough & Co. Inc.	0.03%	No change	8,513	$421K
First Nebraska Trust Co	0.04%	No change	8,500	$421K
CRCM LP	0.17%	Reduce -18.7%	8,495	$421K
Capital Planning Advisors, LLC	0.06%	Reduce -8.4%	8,464	$419K
Reliant Wealth Planning	0.20%	Add +1.7%	8,462	$419K
First PREMIER Bank	0.11%	No change	8,414	$417K
Composition Wealth, LLC	0.01%	New	8,416	$417K
Integral Investment Advisors, Inc.	0.13%	No change	8,395	$416K
Ingalls & Snyder LLC	0.02%	Reduce -35.1%	8,389	$415K
Quantum Portfolio Management LLC	0.22%	Add +44.1%	8,340	$413K
NWF Advisory Services Inc.	0.06%	Add +53.3%	8,325	$412K
Andina Capital Management, LLC	0.34%	Reduce -25.8%	8,310	$411K
Cape Cod Five Cents Savings Bank	0.04%	No change	8,275	$411K
SeaCrest Wealth Management, LLC	0.04%	Add +2.7%	8,287	$410K
Talon Private Wealth, LLC	0.09%	Reduce -0.6%	8,284	$410K
Compass Ion Advisors, LLC	0.05%	Add +10.1%	8,276	$410K
Rwa Wealth Partners, LLC	0.01%	Reduce -82.0%	8,255	$409K
Great Diamond Partners, LLC	0.11%	No change	8,234	$408K
Larson Financial Group LLC	0.02%	No change	8,185	$405K
Clarity Financial LLC	0.05%	Add +3.6%	8,144	$403K
Disciplined Investors, L.L.C.	0.38%	—	7,950	$399K
Pinnacle Wealth Planning Services, Inc.	0.06%	Add +61.3%	8,063	$399K
Howard Financial Services, LTD.	0.05%	Add +3.2%	8,024	$397K
Arrien Investments, Inc.	0.28%	No change	7,500	$396K
Sand Hill Global Advisors, LLC	0.02%	Add +23.2%	7,955	$394K
StoneX Group Inc.	0.02%	Add +8.9%	7,888	$391K
Northeast Financial Consultants Inc	0.02%	New	7,888	$391K
Klingman & Associates, LLC	0.02%	Reduce -1.5%	7,866	$389K
Squarepoint Ops LLC	0.00%	New	7,866	$389K
McAdam, LLC	0.02%	Reduce -2.8%	7,833	$388K
Stegent Equity Advisors, Inc.	0.39%	No change	7,832	$388K
First Merchants Corp.	0.01%	Add +8.3%	7,830	$388K
MKD Wealth Coaches, LLC	0.39%	—	7,801	$386K
Future Financial Wealth Managment LLC	0.28%	No change	7,800	$386K
Meritage Portfolio Management	0.02%	No change	7,760	$384K
Copia Wealth Management	0.37%	—	7,750	$384K
Discipline Wealth Solutions, LLC	0.18%	New	7,709	$382K
Trivium Point Advisory, LLC	0.05%	New	7,673	$380K
Tacita Capital Inc	0.27%	No change	7,662	$379K
BKM Wealth Management, LLC	0.15%	Reduce -59.4%	7,629	$378K
Mid-American Wealth Advisory Group, Inc.	0.22%	Reduce -9.1%	7,566	$375K
Private Advisory Group LLC	0.04%	New	7,559	$374K
Benchmark Investment Advisors LLC	0.24%	Reduce -0.9%	7,545	$374K
First City Capital Management, Inc.	0.20%	No change	7,543	$373K
Dopkins Wealth Management, LLC	0.19%	New	7,513	$372K
WASHINGTON TRUST Co	0.01%	No change	7,510	$372K
Kovack Advisors, Inc.	0.04%	Reduce -22.6%	7,456	$369K
Galvin, Gaustad & Stein, LLC	0.03%	Add +43.4%	7,449	$369K
Lakeridge Wealth Management LLC	0.19%	No change	7,372	$365K
Riverbend Wealth Management, LLC	0.32%	—	7,284	$361K
Orcam Financial Group	0.35%	No change	7,264	$360K
Marcum Wealth, LLC	0.03%	New	7,250	$359K
Crestwood Advisors Group, LLC	0.01%	No change	7,245	$359K
Vanguard Capital Wealth Advisors	0.39%	Reduce -89.6%	7,216	$357K
Aspiriant, LLC	0.01%	No change	7,193	$356K
Lane & Associates LLC	0.18%	New	6,687	$354K
CGN Advisors LLC	0.03%	Add +57.6%	7,136	$353K
Obermeyer Wealth Partners	0.02%	Add +68.5%	7,133	$353K
Pinnacle Wealth Management Advisory Group, LLC	0.03%	No change	7,118	$352K
Schechter Investment Advisors, LLC	0.03%	No change	7,112	$352K
Arbor Investment Advisors, LLC	0.05%	Reduce -4.8%	7,107	$352K
Solidarity Wealth, LLC	0.09%	No change	7,087	$351K
Firethorn Wealth Partners, LLC	0.17%	Add +61.5%	7,086	$351K
Evolution Wealth Advisors, LLC	0.06%	Add +69.1%	7,085	$351K
HBK Sorce Advisory LLC	0.01%	Add +4.1%	7,072	$350K
Journey Advisory Group, LLC	0.04%	No change	7,960	$350K
Sfm, LLC	0.25%	Add +42.4%	7,051	$349K
Plante Moran Financial Advisors, LLC	0.03%	Reduce -1.5%	7,032	$348K
Maridea Wealth Management LLC	0.11%	—	6,986	$346K
Durante & Waters, LLC	0.29%	Add +1.7%	6,985	$346K
Cambridge Advisors Inc.	0.08%	No change	6,952	$344K
Indiana Trust & Investment Management Co	0.12%	No change	6,885	$341K
Nemes Rush Group LLC	0.04%	No change	6,852	$339K
Summit Financial Wealth Advisors, LLC	0.07%	No change	6,367	$339K
Twin Lakes Capital Management, LLC	0.22%	No change	6,829	$338K
Central Bank & Trust Co.	0.05%	Reduce -51.4%	6,822	$338K
Panoramic Investment Advisors, LLC	0.22%	Add +0.6%	6,787	$336K
Sound Stewardship, LLC	0.20%	No change	6,764	$335K
WESPAC Advisors SoCal, LLC	0.08%	Add +19.9%	6,747	$334K
Koa Wealth Management, LLC	0.27%	Add +0.8%	6,714	$332K
Facet Wealth, Inc.	0.01%	Reduce -1.9%	6,154	$332K
Davis Wealth Advisors, LLC	0.36%	—	6,696	$332K
Wynn Capital, LLC	0.21%	No change	6,646	$329K
Federation des caisses Desjardins du Quebec	0.00%	Add +16.2%	6,629	$328K
TCP Asset Management, LLC	0.07%	Reduce -0.8%	6,622	$328K
Broadway Wealth Solutions, Inc.	0.25%	—	6,612	$327K
Sandy Cove Advisors, LLC	0.13%	No change	6,535	$324K
Baker Ellis Asset Management LLC	0.05%	No change	6,500	$322K
Wisconsin Capital Management LLC	0.18%	New	6,465	$320K
Woodmont Investment Counsel LLC	0.02%	No change	6,437	$319K
CRA Financial Services, LLC	0.05%	Add +59.6%	6,425	$318K
Manchester Capital Management LLC	0.04%	No change	6,425	$318K
Schrum Private Wealth Management LLC	0.27%	Reduce -50.0%	6,415	$318K
Atlatl Advisers LLC	0.19%	—	6,378	$316K
Bourgeon Capital Management LLC	0.06%	Add +30.9%	6,346	$314K
Genesis Wealth Advisors, LLC	0.27%	—	6,326	$313K
Pullen Investment Management, LLC	0.20%	Reduce -2.8%	6,325	$313K
Maripau Wealth Management LLC	0.19%	New	6,313	$313K
Elevation Point Wealth Partners, LLC	0.02%	New	6,230	$308K
Van Eck Associates Corp.	0.00%	Reduce -1.0%	6,194	$307K
Exchange Bank	0.25%	New	6,170	$305K
Diversified Trust Co.	0.01%	Reduce -5.9%	6,121	$303K
Quotient Wealth Partners, LLC	0.01%	Add +30.2%	6,100	$302K
Franklin Street Advisors Inc.	0.02%	No change	6,090	$302K
Clay Northam Wealth Management, LLC	0.19%	Reduce -1.2%	6,087	$301K
Empirical Asset Management, LLC	0.10%	Add +9.3%	6,081	$301K
Summit Global Investments	0.02%	No change	6,033	$299K
Jaffetilchin Investment Partners, LLC	0.02%	Reduce -38.5%	6,035	$299K
Foundation Wealth Management, LLC	0.23%	Add +0.5%	6,031	$299K
Nilsine Partners, LLC	0.03%	New	6,030	$299K
Wilmington Savings Fund Society, FSB	0.01%	Reduce -23.1%	6,007	$297K
Carolinas Wealth Consulting LLC	0.06%	Add +33.3%	6,000	$297K
3EDGE Asset Management, LP	0.02%	Reduce -1.1%	5,994	$297K
Grant Street Asset Management, Inc.	0.08%	Reduce -56.0%	5,953	$295K
First Financial Bankshares Inc	0.01%	Reduce -30.4%	5,919	$293K
Christensen, King & Associates Investment Services, Inc.	0.14%	Add +1.4%	5,879	$290K
Schmidt P J Investment Management Inc.	0.05%	Add +19.1%	5,857	$290K
Parker Investment Management, LLC	0.05%	Reduce -98.9%	5,856	$290K
BCU Wealth Advisors, LLC	0.17%	New	5,850	$290K
Hollencrest Capital Management	0.01%	No change	5,850	$290K
Kathleen S. Wright Associates Inc.	0.12%	Add +1.9%	5,825	$288K
Continuum Wealth Advisors, LLC	0.15%	Add +0.3%	5,818	$288K
Beacon Financial Advisory LLC	0.09%	Add +40.4%	5,812	$288K
SVB Wealth LLC	0.01%	New	5,807	$288K
Blue Bell Private Wealth Management, LLC	0.05%	No change	5,776	$286K
HUB Investment Partners, LLC	0.01%	Add +28.3%	5,740	$284K
Aries Wealth Management	0.08%	Reduce -5.8%	5,730	$284K
Soltis Investment Advisors LLC	0.03%	New	5,698	$282K
Blue Chip Partners, LLC	0.02%	Add +0.5%	5,692	$282K
Moss Adams Wealth Advisors LLC	0.03%	No change	5,677	$281K
Pillar Financial Advisors, LLC	0.21%	—	5,670	$281K
Founders Financial Securities LLC	0.03%	Add +0.5%	5,641	$279K
First American Bank	0.02%	No change	5,625	$278K
Smith & Howard Wealth Management, LLC	0.08%	Reduce -39.3%	5,624	$278K
Genesis Private Wealth, LLC	0.15%	—	5,623	$278K
Summit Wealth Partners, LLC	0.06%	Add +1.7%	5,611	$278K
Advisor Resource Council	0.20%	New	5,604	$277K
BlueChip Wealth Advisors LLC	0.15%	No change	5,602	$277K
Catalina Capital Group, LLC	0.09%	No change	5,550	$275K
Merriman Wealth Management, LLC	0.01%	Add +10.8%	5,539	$274K
Envision Financial Planning, LLC	0.14%	Add +6.5%	5,530	$274K
Coldstream Capital Management Inc.	0.01%	New	5,508	$273K
Visionary Wealth Advisors	0.02%	Add +0.1%	5,504	$273K
Asset Dedication, LLC	0.02%	Reduce -48.4%	5,503	$272K
Sanders Morris Harris LLC	0.04%	No change	5,498	$271K
Astoria Portfolio Advisors LLC.	0.10%	No change	5,371	$271K
Anchor Pointe Wealth Management, LLC	0.35%	—	5,509	$271K
Cornerstone Planning, LLC	0.10%	—	5,465	$271K
Headlands Technologies LLC	0.03%	New	5,380	$266K
RCS Financial Planning, LLC	0.14%	New	5,374	$266K
Harbor Investment Advisory, LLC	0.02%	Add +1.8%	5,342	$264K
Prentiss Smith & Co. Inc.	0.17%	No change	5,328	$264K
Lantern Wealth Advisors, LLC	0.17%	New	5,264	$261K
Rosenberg Matthew Hamilton	0.07%	No change	5,250	$260K
Sheaff Brock Investment Advisors, LLC	0.02%	No change	5,250	$260K
Monograph Wealth Advisors, LLC	0.03%	No change	5,232	$259K
Parkside Financial Bank & Trust	0.03%	Add +39.1%	5,219	$258K
Certified Advisory Corp	0.03%	Add +8.2%	5,218	$258K
Cassaday & Co Wealth Management LLC	0.01%	Reduce -9.1%	5,195	$257K
Investment Advisory Group, LLC	0.09%	No change	5,193	$257K
Integrity Wealth Solutions LLC	0.14%	New	5,167	$256K
Mechanics Financial Corp	0.11%	No change	5,096	$252K
BLB&B Advisors, LLC	0.01%	New	5,080	$252K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH	0.06%	Add +14.7%	5,078	$251K
Sincerus Advisory, LLC	0.27%	—	5,058	$250K
HHM Wealth Advisors, LLC	0.03%	No change	5,012	$248K
Berger Financial Group, Inc	0.02%	New	5,003	$248K
West Branch Capital LLC	0.08%	No change	5,000	$248K
Dagco, Inc.	0.08%	New	4,925	$244K
Seaview Investment Managers LLC	0.07%	New	4,905	$243K
Valicenti Advisory Services Inc.	0.06%	Add +10.9%	4,880	$242K
Liberty Square Wealth Partners LLC	0.09%	—	4,436	$242K
Carrera Capital Advisors	0.06%	No change	4,878	$242K
Advyzon Investment Management, LLC	0.09%	—	4,873	$241K
PCA Investment Advisory Services Inc.	0.11%	Add +6.7%	4,867	$241K
Delta Financial Group, Inc.	0.06%	New	4,829	$239K
Warren Street Wealth Advisors, LLC	0.10%	Reduce -2.5%	4,818	$239K
World Equity Group, Inc.	0.05%	New	4,812	$238K
International Assets Investment Management, LLC	0.02%	Add +0.8%	4,746	$238K
Westwood Holdings Group Inc.	0.00%	No change	4,792	$237K
Pallas Capital Advisors LLC	0.01%	Add +1.1%	4,785	$237K
Journey Beyond Wealth, LLC	0.22%	—	4,759	$236K
Centennial Wealth Advisory LLC	0.09%	Add +0.8%	4,740	$235K
Crumly & Associates Inc.	0.06%	New	4,736	$234K
One Charles Private Wealth Services, LLC	0.08%	No change	4,729	$234K
Davis R M Inc.	0.00%	Reduce -5.6%	4,725	$234K
Hillcrest Wealth Advisors - NY, LLC	0.11%	No change	4,650	$230K
Aptus Capital Advisors, LLC	0.00%	New	4,650	$230K
Pin Oak Investment Advisors Inc.	0.21%	No change	4,636	$230K
Guidance Point Advisors, LLC	0.07%	No change	4,622	$229K
Gould Capital, LLC	0.16%	No change	4,615	$228K
W Advisors, LLC	0.14%	New	4,611	$228K
Sanchez Wealth Management Group	0.06%	New	4,608	$228K
Chapin Davis, Inc.	0.07%	No change	4,525	$225K
Cary Street Partners Financial LLC	0.01%	—	4,528	$224K
Fifth Third Bancorp	0.00%	Add +24.4%	4,528	$224K
Procyon Advisors, LLC	0.01%	Reduce -0.7%	4,521	$224K
Fca Corp.	0.07%	No change	4,478	$222K
Vance Wealth, LLC	0.09%	Reduce -0.1%	4,474	$222K
SageView Advisory Group, LLC	0.01%	Reduce -4.8%	4,449	$220K
Valley Forge Investment Consultants Inc. Adv	0.08%	No change	4,448	$220K
Miller Financial Services LLC	0.19%	—	4,443	$220K
Presidio Capital Management, LLC	0.12%	Add +2.3%	4,438	$220K
First National Bank Sioux Falls	0.09%	Reduce -32.3%	4,400	$218K
OMNI 360 Wealth, Inc.	0.14%	Reduce -22.5%	4,367	$216K
ARK & TLK Investments, LLC	0.07%	No change	4,335	$215K
Atlantic Union Bankshares Corp	0.01%	No change	4,329	$214K
Focused Wealth Management, Inc	0.03%	New	4,312	$213K
Herold Advisors, Inc.	0.05%	New	4,271	$211K
Willis Johnson & Associates, Inc.	0.02%	Reduce -3.5%	4,255	$211K
Code Waechter LLC	0.18%	No change	4,250	$210K
Total Clarity Wealth Management, Inc.	0.07%	New	4,240	$210K
Cullen/Frost Bankers, Inc.	0.00%	Add +2926.4%	4,237	$210K
Fortitude Family Office, LLC	0.07%	Reduce -16.0%	4,227	$209K
NorthRock Partners, LLC	0.01%	Reduce -91.4%	4,227	$209K
Alteri Wealth LLC	0.06%	—	4,225	$209K
Spinnaker Investment Group, LLC	0.05%	Reduce -0.1%	4,219	$209K
Harbour Capital Advisors, LLC	0.05%	No change	4,184	$208K
Parsons Capital Management Inc.	0.01%	No change	4,204	$208K
Tower Research Capital LLC (TRC)	0.00%	New	4,200	$208K
Wealth Group, Ltd.	0.13%	New	4,183	$207K
Roger Wittlin Investment Advisory, LLC	0.12%	No change	4,178	$207K
Good Life Advisors, LLC	0.01%	Reduce -52.5%	4,164	$206K
International Private Wealth Advisors LLC	0.20%	Reduce -14.5%	4,161	$206K
Alpha Cubed Investments, LLC	0.01%	No change	4,157	$206K
Parallax Volatility Advisers, L.P.	0.01%	New	4,150	$205K
Teamwork Financial Advisors, LLC	0.03%	Add +0.1%	4,149	$205K
Insight 2811, Inc.	0.11%	Reduce -10.3%	4,145	$205K
Stone Summit Wealth LLC	0.07%	No change	4,142	$205K
Foundation Wealth Management, LLC\PA	0.10%	—	4,137	$205K
Naples Global Advisors, LLC	0.02%	No change	4,136	$205K
IPG Investment Advisors LLC	0.05%	Reduce -14.1%	4,124	$204K
Clear Investment Research, LLC	0.26%	Add +1.9%	4,122	$204K
Integrity Alliance, Llc.	0.02%	—	4,110	$203K
Vaughan David Investments LLC	0.00%	No change	4,100	$203K
Quattro Financial Advisors LLC	0.05%	New	3,899	$203K
Telos Capital Management, Inc.	0.02%	Reduce -10.3%	4,091	$203K
CFS Investment Advisory Services, LLC	0.02%	New	4,070	$202K
Lazard Asset Management LLC	0.00%	No change	4,081	$202K
Saxon Interests, Inc.	0.09%	Reduce -14.8%	4,056	$201K
Graney & King, LLC	0.15%	—	4,015	$199K
Continuum Advisory, LLC	0.03%	Add +1.5%	3,976	$197K
ORG Partners LLC	0.03%	Add +0.2%	3,944	$195K
Reyes Financial Architecture, Inc.	0.15%	—	3,927	$194K
Golden State Wealth Management, LLC	0.03%	—	3,926	$194K
JFS Wealth Advisors, LLC	0.01%	No change	3,862	$191K
First Eagle Investment Management, LLC	0.00%	Add +13.2%	3,834	$189K
Main Street Group, LTD	0.08%	Add +2.7%	3,803	$188K
Transce3nd, LLC	0.06%	—	3,759	$186K
Trust Co. of Vermont	0.01%	Add +34.8%	3,696	$183K
Sandy Spring Bank	0.01%	Reduce -7.8%	3,644	$180K
Retirement Wealth Solutions LLC	0.15%	—	3,476	$177K
Granite FO LLC	0.10%	No change	3,565	$177K
Caldwell Sutter Capital, Inc.	0.08%	No change	3,565	$177K
Holos Integrated Wealth LLC	0.12%	—	3,558	$176K
Kings Path Partners LLC	0.07%	Reduce -50.6%	3,528	$175K
Hazlett, Burt & Watson, Inc.	0.08%	Add +4121.2%	3,588	$174K
Capital & Planning, LLC	0.13%	—	3,465	$172K
Winthrop Capital Management, LLC	0.04%	New	3,422	$168K
Smithfield Trust Co	0.01%	No change	3,276	$163K
Advantage Trust Co	0.10%	Reduce -20.2%	3,272	$162K
Exchange Traded Concepts, LLC	0.00%	Reduce -2.5%	3,198	$158K
Acropolis Investment Management, LLC	0.01%	No change	3,145	$156K
Beaird Harris Wealth Management, LLC	0.01%	No change	3,014	$149K
WealthCollab, LLC	0.10%	No change	3,000	$149K
Salem Investment Counselors Inc.	0.00%	Add +29.5%	2,975	$147K
IAG Wealth Partners, LLC	0.03%	No change	2,968	$147K
Rothschild Investment LLC	0.01%	No change	2,908	$144K
WR Wealth Planners, LLC	0.05%	Reduce -13.0%	2,904	$144K
Caitlin John, LLC	0.10%	No change	2,889	$143K
Colonial Trust Advisors	0.01%	Reduce -0.3%	2,839	$141K
Sound Income Strategies, LLC	0.01%	Add +30.2%	2,837	$140K
Financial Perspectives, Inc	0.05%	No change	2,753	$136K
First Pacific Financial	0.03%	No change	2,685	$133K
Gen-Wealth Partners Inc	0.06%	Add +0.1%	2,673	$132K
Stephens Consulting, LLC	0.03%	No change	2,655	$131K
Sugarloaf Wealth Management, LLC	0.02%	Add +6.0%	2,649	$131K
Coppell Advisory Solutions LLC	0.02%	Add +513.9%	2,658	$131K
Tidemark, LLC	0.05%	No change	2,613	$129K
Creekmur Asset Management LLC	0.03%	Add +1083.9%	2,569	$127K
DT Investment Partners, LLC	0.01%	Reduce -3.3%	2,562	$127K
SouthState Bank Corp	0.01%	Add +27.1%	2,534	$125K
Bruce G. Allen Investments, LLC	0.10%	Reduce -5.2%	2,506	$124K
South Plains Financial, Inc.	0.09%	—	2,410	$119K
Cape Investment Advisory, Inc.	0.05%	Add +572.1%	2,386	$118K
Horizons Wealth Management	0.09%	Reduce -3.8%	2,372	$117K
Cromwell Holdings LLC	0.06%	New	2,223	$110K
Parkworth Wealth Management, Inc.	0.09%	—	2,195	$109K
Tandem Financial, LLC	0.12%	—	2,155	$107K
Wells Financial Advisors INC	0.13%	New	2,000	$99K
Atlantic Edge Private Wealth Management, LLC	0.03%	No change	2,000	$99K
Burkett Financial Services, LLC	0.04%	No change	1,920	$95K
First United Bank & Trust	0.03%	No change	1,902	$94K
North Star Investment Management Corp.	0.01%	Add +393.7%	1,881	$93K
Capital Advisors, Ltd. LLC	0.01%	No change	1,812	$90K
Oakworth Capital, Inc.	0.01%	No change	1,752	$87K
JTC Employer Solutions Trustee Ltd	0.01%	No change	1,698	$84K
Avondale Wealth Management	0.05%	No change	1,608	$80K
Lee Danner & Bass Inc.	0.01%	New	1,599	$79K
Caldwell Trust Co	0.01%	Add +1.0%	1,592	$79K
Mascoma Wealth Management LLC	0.02%	No change	1,590	$79K
CVA Family Office, LLC	0.01%	No change	1,565	$77K
LGT Financial Advisors LLC	0.17%	New	1,535	$76K
CNB Bank	0.04%	Reduce -0.3%	1,525	$76K
Oarsman Capital, Inc.	0.01%	Reduce -44.8%	1,517	$75K
Quest 10 Wealth Builders, Inc.	0.07%	—	1,510	$75K
Park Square Financial Group, LLC	0.05%	—	1,509	$75K
Atticus Wealth Management, LLC	0.02%	No change	1,500	$74K
McClarren Financial Advisors, Inc.	0.21%	New	1,500	$74K
Creative Financial Designs Inc.	0.01%	Reduce -1.3%	1,467	$73K
New Millennium Group LLC	0.04%	Reduce -98.5%	1,464	$72K
Oliver Lagore Vanvalin Investment Group	0.02%	New	1,424	$71K
GAMMA Investing LLC	0.01%	Reduce -3.9%	1,390	$69K
Thompson Investment Management, Inc.	0.01%	New	1,362	$67K
Crews Bank & Trust	0.01%	—	1,350	$67K
McIlrath & Eck, LLC	0.01%	No change	1,335	$66K
Eagle Bay Advisors LLC	0.04%	Reduce -27.2%	1,327	$66K
NBT Bank, N.A.	0.00%	No change	1,318	$65K
Resources Management Corp. /CT/	0.01%	No change	1,319	$65K
Accordant Advisory Group Inc	0.06%	No change	1,300	$64K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.01%	Add +12.8%	1,280	$63K
Raleigh Capital Management Inc.	0.02%	Add +15750.0%	1,268	$63K
Alexis Investment Partners, LLC	0.03%	—	1,250	$62K
Bartlett & Co. Wealth Management LLC	0.00%	No change	1,220	$60K
Cary Street Partners Investment Advisory LLC	0.04%	Reduce -73.4%	1,208	$60K
Global Trust Asset Management, LLC	0.02%	No change	1,200	$59K
Cornerstone Planning Group LLC	0.01%	Add +18.3%	1,112	$58K
HM Payson & Co.	0.00%	Add +49.3%	1,136	$56K
Centricity Wealth Management, LLC	0.05%	—	1,121	$56K
Armstrong Advisory Group, Inc.	0.00%	No change	1,105	$55K
Foster Dykema Cabot & Partners, LLC	0.00%	Reduce -6.9%	1,099	$54K
First Community Trust NA	0.04%	No change	1,075	$53K
Transcendent Capital Group LLC	0.03%	No change	1,067	$53K
Independence Bank of Kentucky	0.01%	New	1,060	$52K
Tompkins Financial Corp.	0.00%	No change	1,048	$52K
Missouri Trust & Investment Co	0.02%	No change	1,043	$52K
Smartleaf Asset Management LLC	0.01%	Add +494.2%	1,022	$50K
Barrett & Company, Inc.	0.02%	No change	1,000	$50K
Montag A & Associates Inc.	0.00%	No change	1,000	$50K
Bellevue Asset Management, LLC	0.02%	No change	931	$46K
Hexagon Capital Partners LLC	0.01%	No change	928	$46K
Financial Freedom, LLC	0.02%	No change	875	$43K
MCF Advisors LLC	0.00%	No change	871	$43K
Avion Wealth	0.01%	No change	869	$43K
Center for Financial Planning, Inc.	0.01%	No change	850	$42K
PFG Private Wealth Management, LLC	0.02%	No change	849	$42K
Valued Wealth Advisors LLC	0.03%	Add +65.7%	840	$42K
NFSG Corp	0.01%	New	813	$40K
Values First Advisors, Inc.	0.02%	Reduce -58.7%	811	$40K
Signature Resources Capital Management, LLC	0.04%	No change	810	$40K
Financial Management Professionals, Inc.	0.01%	Add +0.3%	804	$40K
SJS Investment Consulting Inc.	0.01%	Add +10.4%	786	$39K
Pingora Partners LLC	0.03%	No change	784	$39K
Blume Capital Management, Inc.	0.01%	No change	750	$37K
Pacifica Partners Inc.	0.02%	No change	729	$37K
Roble, Belko & Company, Inc	0.01%	No change	729	$36K
Duncker Streett & Co. Inc.	0.01%	No change	725	$36K
First Financial Corp.	0.02%	No change	715	$35K
Founders Capital Management	0.02%	No change	710	$35K
1620 Investment Advisors, Inc.	0.03%	No change	708	$35K
Zions Bancorporation, N.A.	0.00%	No change	695	$34K
Financial Life Planners	0.03%	—	675	$33K
Orion Capital Management LLC	0.01%	New	663	$33K
Wood Tarver Financial Group, LLC	0.01%	—	640	$31K
Archer Investment Corp	0.01%	Add +1.9%	605	$30K
Dogwood Wealth Management LLC	0.02%	No change	599	$30K
Physician Wealth Advisors, Inc.	0.01%	New	593	$29K
Wintrust Investments LLC	0.03%	New	599	$29K
Legacy Bridge, LLC	0.01%	No change	579	$29K
Hoey Investments, Inc.	0.00%	No change	575	$28K
Marshall & Sterling Wealth Advisors Inc.	0.02%	—	560	$28K
Compass Financial Services Inc	0.02%	—	554	$27K
GoalVest Advisory LLC	0.01%	No change	550	$27K
Godsey & Gibb, Inc.	0.00%	No change	530	$26K
Truvestments Capital LLC	0.01%	Add +6.6%	516	$26K
Tucker Asset Management LLC	0.01%	Add +106.9%	509	$25K
Beacon Capital Management, LLC	0.00%	Reduce -94.0%	505	$25K
Salomon & Ludwin, LLC	0.00%	No change	496	$25K
Sugar Maple Asset Management, LLC	0.02%	New	463	$23K
Breakwater Investment Management	0.01%	No change	460	$23K
Optimum Investment Advisors	0.01%	No change	450	$22K
Kohmann Bosshard Financial Services, LLC	0.00%	New	450	$22K
Abound Wealth Management	0.01%	No change	424	$21K
Medallion Wealth Advisors, LLC	0.01%	—	402	$20K
SRH Advisors, LLC	0.01%	No change	400	$20K
Old Second National Bank of Aurora	0.00%	No change	375	$19K
Murphy & Mullick Capital Management Corp	0.02%	—	368	$18K
Cassady Schiller Wealth Management, LLC	0.01%	No change	343	$17K
Frazier Financial Advisors, LLC	0.01%	No change	337	$17K
Investors Research Corp	0.00%	No change	335	$17K
Trust Co	0.00%	No change	326	$16K
Crewe Advisors LLC	0.00%	No change	305	$15K
Innovative Advisory Group, LLC	0.01%	—	304	$15K
Centennial Bank	0.01%	No change	300	$15K
Activest Wealth Management	0.00%	New	300	$15K
Kestra Investment Management, LLC	0.00%	New	298	$15K
Chelsea Counsel Co.	0.01%	No change	291	$14K
Synergy Asset Management, LLC	0.00%	New	263	$13K
MilWealth Group LLC	0.00%	New	255	$13K
Dunhill Financial, LLC	0.01%	Add +16.1%	253	$13K
Millstone Evans Group, LLC	0.01%	—	243	$12K
Main Management LLC	0.00%	No change	250	$12K
Chilton Capital Management LLC	0.00%	No change	201	$10K
Wingate Wealth Advisors, Inc.	0.01%	—	200	$10K
Louisbourg Investments Inc.	0.00%	Reduce -11.1%	200	$10K
Delta Asset Management LLC	0.00%	No change	195	$10K
REAP Financial Group, LLC	0.00%	Add +47.0%	194	$10K
Aventura Private Wealth, LLC	0.01%	—	192	$10K
Iron Horse Wealth Management, LLC	0.00%	No change	169	$8K
Washington Trust Advisors, Inc.	0.00%	No change	161	$8K
Sawyer & Company, Inc	0.00%	No change	135	$7K
SOA Wealth Advisors, LLC.	0.00%	No change	140	$7K
Gables Capital Management Inc.	0.00%	No change	130	$6K
Bray Capital Advisors	0.00%	No change	125	$6K
Laurel Wealth Advisors LLC	0.00%	No change	125	$6K
Bare Financial Services, Inc	0.00%	No change	124	$6K
Ameriflex Group, Inc.	0.00%	—	114	$6K
Cedar Wealth Management, LLC	0.00%	New	121	$6K
FLP Wealth Management, LLC	0.01%	—	106	$5K
Rialto Wealth Management, LLC	0.00%	—	96	$5K
Ridgewood Investments LLC	0.00%	No change	91	$5K
Rakuten Securities, Inc.	0.00%	Reduce -34.6%	87	$4K
Clarity Asset Management, Inc.	0.00%	No change	87	$4K
Fourth Dimension Wealth, LLC	0.00%	—	80	$4K
PSI Advisors, LLC	0.00%	Reduce -38.5%	80	$4K
TD Capital Management LLC	0.00%	No change	80	$4K
Flagship Wealth Advisors, LLC	0.00%	—	1,113	$4K
Hopwood Financial Services, Inc.	0.00%	—	57	$3K
JDM Financial Group LLC	0.00%	New	55	$3K
WealthTrak Capital Management LLC	0.00%	—	54	$3K
Ascentis Wealth Management, LLC	0.00%	New	53	$3K
Painted Porch Advisors LLC	0.00%	Add +4.5%	46	$2K
Robinswood Financial LLC	0.00%	No change	42	$2K
Brooklyn Investment Group	0.00%	New	40	$2K
Creative Capital Management Investments LLC	0.00%	New	40	$2K
Hager Investment Management Services, LLC	0.00%	—	38	$2K
Silicon Valley Capital Partners	0.00%	No change	33	$2K
Park Place Capital Corp	0.00%	Reduce -81.5%	32	$2K
Princeton Global Asset Management LLC	0.00%	No change	32	$2K
Concord Wealth Partners	0.00%	Reduce -78.5%	31	$2K
Wiser Advisor Group LLC	0.00%	No change	27	$1K
Transamerica Financial Advisors, LLC	0.00%	No change	12	$1K
Lanark Financial, Inc.	0.03%	—	6	$317
GPS Wealth Strategies Group, LLC	0.00%	No change	6	$297
Putney Financial Group LLC	0.00%	—	2	$99
Capital A Wealth Management, LLC	0.00%	—	1	$50
St Germain D J Co. Inc.	0.00%	No change	1	$50
CKW Financial Group	0.00%	No change	9	$0

"% of holder's portfolio" is IAU's weight in each manager's 13F, not the share of iShares Gold Trust the manager owns.