iShares Gold TrustIAUETF

13F holders, Q3 2025 (September 30)

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

1,705holders +113

173new positions

51sold out

8famous investors

$72.76avg. 13F price*

At the end of Q3 2025, 1,705 institutions reported holding iShares Gold Trust (IAU) in their 13F filings, up 113 from Q2 2025. 173 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($2.2B), Morgan Stanley ($1.8B) and FMR LLC ($1.6B). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

	Institutions	Total Value
New Positions	173	$765.9M
Exits	51	$57.7M

All 13F filers, Q2 2025 → Q3 2025: 46,484,154 shares bought and 20,398,187 shares sold, net +26,085,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,705 holders


Bank of America Corp.	0.17%	Add +1.5%	30,799,504	$2.2B
Morgan Stanley	0.11%	Add +5.7%	24,836,471	$1.8B
FMR LLC	0.08%	Reduce -13.5%	21,989,888	$1.6B
Envestnet Asset Management Inc.	0.43%	Add +47.7%	20,520,705	$1.5B
LPL Financial LLC	0.29%	Add +24.2%	13,538,758	$985.2M
JPMorgan Chase & Co.	0.06%	Add +20.6%	13,165,231	$958.0M
Wells Fargo & Company	0.19%	Add +1.6%	12,876,414	$937.0M
UBS Group AG	0.13%	Add +6.5%	9,148,055	$665.7M
Sumitomo Mitsui Trust Group, Inc.	0.38%	Reduce -42.9%	9,004,594	$655.3M
WealthNavi Inc.	4.81%	Add +8.5%	7,130,543	$518.9M
Alliancebernstein L.P.	0.16%	Reduce -3.1%	6,815,341	$496.0M
Ameriprise Financial Inc.	0.11%	Reduce -0.1%	6,607,356	$481.7M
Empower Advisory Group, LLC	1.18%	Reduce -2.6%	5,871,070	$427.2M
Truist Financial Corp.	0.57%	Add +5.9%	5,814,190	$423.1M
BlackRock, Inc.	0.01%	Add +6.8%	5,693,663	$414.3M
Raymond James Financial Inc.	0.13%	Add +5.2%	5,626,480	$409.4M
Northwestern Mutual Wealth Management Co.	0.27%	Add +11.4%	5,576,855	$405.8M
Citigroup Inc.	0.27%	Add +3.9%	5,307,719	$386.2M
Royal Bank of Canada	0.06%	Add +23.3%	4,528,903	$329.6M
Northern Trust Corp.	0.04%	Add +5.5%	4,311,479	$313.7M
Keybank National Association	0.94%	Add +1.0%	3,660,199	$266.4M
Commonwealth Equity Services, LLC	0.33%	Reduce -8.6%	3,517,051	$255.9M
HighTower Advisors, LLC	0.29%	Add +2.2%	3,509,779	$255.4M
Prudential Financial Inc.	0.30%	Reduce -1.2%	3,451,986	$251.2M
HRTG Gpe, LLC	24.54%	New	3,163,660	$230.2M
Cerity Partners LLC	0.37%	Add +2.3%	3,129,037	$227.7M
CIBC Private Wealth Group LLC	0.33%	Add +3.9%	2,651,432	$192.9M
Stifel Financial Corp.	0.16%	Add +2.5%	2,412,750	$175.6M
Captrust Financial Advisors	0.36%	Reduce -0.6%	2,399,841	$174.6M
Proficio Capital Partners LLC	11.33%	Add +2.2%	2,266,638	$164.9M
Cetera Investment Advisers	0.19%	Add +54.4%	2,262,178	$164.6M
Packer & Co Ltd	43.24%	—	2,150,100	$156.5M
MML Investors Services, LLC	0.39%	Add +29.3%	2,008,348	$146.1M
Bank of New York Mellon Corp	0.03%	Add +35.8%	1,958,763	$142.5M
Cwm, LLC	0.42%	Add +82.9%	1,896,741	$138.0M
Osaic Holdings, Inc.	0.19%	Add +8.9%	2,041,834	$137.9M
Erste Asset Management GmbH	1.33%	Add +7.3%	1,905,650	$137.5M
Equitable Trust Co.	6.29%	Reduce -0.2%	1,879,299	$136.8M
Tocqueville Asset Management L.P.	1.93%	Reduce -1.8%	1,818,092	$132.3M
Arnhold LLC	10.70%	No change	1,757,254	$127.9M
Envestnet Portfolio Solutions, Inc.	0.46%	Add +51.9%	1,707,152	$124.2M
Cresset Asset Management, LLC	0.54%	Add +16.8%	1,692,988	$123.2M
Chevy Chase Trust Holdings, LLC	0.34%	Add +0.3%	1,690,589	$123.0M
Rockefeller Capital Management L.P.	0.24%	Add +19.1%	1,678,526	$122.1M
Mizuho Bank, Ltd.	13.41%	New	1,660,000	$120.8M
Goldman Sachs Group Inc.	0.02%	Reduce -15.4%	1,593,631	$116.0M
Park Avenue Securities LLC	0.90%	Add +57.0%	1,590,982	$115.8M
Charles Schwab Investment Management Inc.	0.02%	Reduce -2.3%	1,562,436	$113.7M
Moon Capital Management LP	83.50%	No change	1,559,604	$113.5M
GM Advisory Group, LLC	4.81%	Reduce -0.0%	1,554,871	$113.1M
AlTi Global, Inc.	2.60%	Reduce -2.7%	1,525,062	$111.0M
Mariner, LLC	0.13%	Add +4.4%	1,429,095	$104.0M
Baird Financial Group, Inc.	0.16%	Add +2.9%	1,388,376	$101.0M
Janney Montgomery Scott LLC	0.24%	Add +28.5%	1,370,803	$99.8M
OneDigital Investment Advisors LLC	1.02%	Add +20.6%	1,362,418	$99.1M
Silver Point Capital L.P.	7.24%	New	1,335,000	$97.1M
D. E. Shaw & Co.	0.08%	New	1,308,896	$95.2M
Franklin Resources Inc.	0.02%	Reduce -0.1%	1,236,023	$89.9M
PNC Financial Services Group, Inc.	0.05%	Add +7.4%	1,212,671	$88.2M
Neuberger Berman Group LLC	0.06%	Reduce -1.3%	1,205,678	$87.7M
Dynasty Wealth Management, LLC	1.17%	Add +6.2%	1,202,449	$87.5M
First Command Advisory Services, Inc.	0.63%	Reduce -3.4%	1,188,188	$86.5M
Allianz SE	1.83%	Add +2.8%	1,186,632	$86.4M
Forbes J M & Co. LLP	7.12%	Add +0.8%	1,177,418	$85.7M
NewEdge Advisors, LLC	0.39%	Add +46.2%	1,169,539	$85.1M
Tanglewood Wealth Management, Inc.	7.81%	Reduce -0.0%	1,154,959	$84.0M
Emory University	50.09%	New	1,080,949	$78.7M
CENTRAL TRUST Co	1.64%	Reduce -8.5%	1,078,685	$78.5M
Bank of Montreal	0.03%	Add +9.3%	1,065,648	$77.5M
Twin Focus Capital Partners, LLC	9.69%	Add +5.7%	1,048,313	$76.3M
1832 Asset Management L.P.	0.13%	Reduce -4.2%	1,043,630	$75.9M
Deutsche Bank AG	0.02%	Reduce -6.6%	1,006,737	$73.3M
Cambridge Investment Research Advisors, Inc.	0.20%	Add +9.1%	1,000,779	$72.8M
Beacon Investment Advisory Services, Inc.	2.83%	Add +0.4%	923,448	$67.2M
Citadel Advisors	0.05%	Add +221.5%	917,989	$66.8M
Oxbow Advisors, LLC	6.26%	Reduce -3.6%	912,179	$66.4M
Permanens Capital L.P.	9.66%	Reduce -2.1%	890,255	$64.8M
Sanctuary Advisors, LLC	0.37%	Add +9.3%	888,201	$64.6M
Cambridge Associates LLC /Ma/	1.17%	Add +2.1%	873,240	$63.5M
Axxcess Wealth Management, LLC	1.31%	Reduce -8.7%	850,881	$61.9M
Pureheart Capital Pte Ltd.	13.67%	Reduce -60.8%	840,000	$61.1M
Capital Asset Advisory Services LLC	2.62%	Reduce -9.9%	832,256	$60.6M
Circle Wealth Management, LLC	1.16%	Add +0.5%	819,093	$59.6M
Foundations Investment Advisors, LLC	0.86%	Reduce -5.7%	815,786	$59.4M
National Philanthropic Trust	0.66%	Add +16.0%	814,760	$59.3M
Anderson Hoagland & Co.	5.30%	Add +9.3%	811,599	$59.1M
Creative Planning	0.04%	Add +3.5%	790,958	$57.6M
Mainstay Capital Management LLC	5.48%	Reduce -43.4%	751,768	$54.7M
Mirae Asset Global Investments Co., Ltd.	0.17%	Add +1.4%	731,514	$53.2M
EverSource Wealth Advisors, LLC	2.10%	Reduce -0.4%	729,330	$53.1M
Assetmark, Inc.	0.11%	Add +7.2%	725,154	$52.8M
GenWealth Group, Inc.	9.77%	Add +5.1%	720,695	$52.4M
Mercer Global Advisors Inc.	0.09%	Reduce -18.4%	718,369	$52.3M
Biltmore Family Office, LLC	7.39%	Add +1.6%	713,579	$51.9M
Corient Private Wealth LP	0.08%	Add +18.2%	712,037	$51.8M
Steward Partners Investment Advisory, LLC	0.29%	Add +35.7%	706,174	$51.4M
Parker Investment Management, LLC	6.92%	Add +577.9%	697,387	$50.7M
Ieq Capital, LLC	0.15%	Add +13.5%	690,383	$50.2M
Equitable Holdings, Inc.	0.37%	Add +9.0%	689,833	$50.2M
Intellus Advisors LLC	6.70%	Add +0.7%	672,964	$49.0M
Narwhal Capital Management	3.62%	Add +0.0%	672,041	$48.9M
Tiaa Trust, National Association	0.12%	Add +6.4%	667,556	$48.6M
Life Line Wealth Management LLC	14.15%	Reduce -0.9%	637,931	$46.4M
National Bank of Canada	0.05%	Add +0.1%	630,639	$45.9M
NorthCoast Asset Management LLC	0.18%	Reduce -6.0%	628,271	$45.7M
Evercore Wealth Management, LLC	0.66%	Reduce -2.6%	619,495	$45.1M
Sagespring Wealth Partners, LLC	0.88%	Add +4.3%	615,365	$44.8M
Williams Jones Wealth Management, LLC.	0.50%	Add +54.0%	604,705	$44.0M
MAI Capital Management	0.27%	Add +11.0%	587,425	$42.7M
Fourpath Capital Management, LLC	6.07%	Add +7.8%	587,079	$42.7M
Stuart Investment Advisors, Inc.	39.92%	Reduce -1.1%	583,889	$42.5M
Meridian Wealth Advisors, LLC	6.00%	Add +6.5%	580,871	$42.3M
Merit Financial Group, LLC	0.39%	Add +64.8%	578,361	$42.1M
IFP Advisors, Inc	1.07%	Add +3.0%	566,946	$41.3M
Kestra Advisory Services, LLC	0.18%	Add +15.1%	531,429	$38.7M
Cadinha & Co. LLC	5.23%	Add +1.1%	528,706	$38.5M
Strategic Point Investment Advisors, LLC	5.51%	Add +0.0%	527,399	$38.4M
Concurrent Investment Advisors, LLC	0.66%	Add +447.4%	526,441	$38.3M
MacKay Shields LLC	9.56%	Reduce -5.4%	525,000	$38.2M
Blue Trust, Inc.	0.43%	Add +3.1%	521,320	$37.9M
Focus Partners Wealth	0.06%	Add +7.4%	495,344	$36.2M
Kingsview Wealth Management, LLC	0.54%	Add +40.9%	489,655	$35.6M
Public Employees Retirement System of Ohio	0.11%	No change	486,700	$35.4M
SkyView Investment Advisors, LLC	4.42%	Reduce -0.2%	481,112	$35.0M
Zhang Financial LLC	1.41%	Add +0.4%	475,595	$34.6M
Wealth Enhancement Advisory Services, LLC	0.05%	Add +8.4%	448,732	$33.7M
West Family Investments, Inc.	7.44%	Reduce 0.0%	455,786	$33.3M
Pictet Asset Management Holding SA	0.03%	Add +113.5%	461,220	$33.3M
Acorn Financial Advisory Services Inc.	5.03%	Add +18.9%	450,443	$32.8M
WESCAP Management Group, Inc.	6.88%	Add +7.0%	449,859	$32.7M
Spinnaker Trust	1.81%	Add +2.3%	448,518	$32.6M
Kaydan Wealth Management, Inc.	9.27%	Add +24.2%	446,063	$32.5M
VCI Wealth Management LLC	9.81%	Add +4.2%	444,351	$32.3M
United Capital Financial Advisors, LLC	0.23%	Add +54.3%	436,676	$31.8M
Quent Capital, LLC	2.64%	Reduce -0.7%	432,525	$31.5M
US Bancorp \de	0.04%	Add +20.8%	429,422	$31.2M
Arax Advisory Partners	0.45%	Add +615.0%	433,526	$31.2M
HSBC Holdings PLC	0.02%	Reduce -40.3%	428,063	$31.2M
VPR Management LLC	13.98%	No change	422,930	$30.8M
Sumitomo Mitsui DS Asset Management Company, Ltd	0.25%	Reduce -2.2%	422,824	$30.8M
Sunbelt Securities, Inc.	2.12%	Add +67.3%	422,045	$30.7M
JB Capital LLC	1.32%	Add +70.8%	420,181	$30.6M
Checchi Capital Advisers, LLC	2.07%	Add +10.5%	414,770	$30.2M
Sowa Financial Group, Inc.	16.60%	Add +1.4%	406,610	$29.6M
TD Waterhouse Canada Inc.	0.19%	Add +10.2%	404,477	$29.6M
Mader & Shannon Wealth Management, Inc.	14.46%	Add +1.6%	405,365	$29.5M
Stratos Wealth Partners, LTD.	0.35%	Add +92.1%	399,941	$29.1M
Capital Group Private Client Services, Inc.	0.48%	Add +4.4%	396,240	$28.8M
CRCM LP	8.32%	Add +40.1%	392,680	$28.6M
Independent Family Office, LLC	12.07%	Reduce -2.2%	392,114	$28.5M
Summit Trail Advisors, LLC	0.39%	Add +35.7%	385,315	$28.0M
Advocacy Wealth Management, LLC	1.21%	Add +8.1%	384,136	$28.0M
Perigon Wealth Management, LLC	0.57%	Add +15.9%	384,064	$27.9M
Vision Capital Management, Inc.	3.44%	Add +1.8%	383,411	$27.9M
Bfsg, LLC	2.69%	Add +2.2%	381,016	$27.7M
AllGen Financial Advisors, Inc.	6.55%	Add +1.3%	366,084	$26.6M
Chatham Capital Group, Inc.	3.83%	Add +1.2%	365,565	$26.6M
Blair William & Co.	0.07%	Add +25.4%	365,351	$26.6M
Yeomans Consulting Group, Inc.	9.16%	Reduce -2.1%	364,162	$26.5M
Chemistry Wealth Management LLC	4.88%	Add +1.8%	347,513	$25.3M
Dakota Wealth Management	0.50%	Reduce -0.4%	343,132	$25.0M
Thrivent Financial for Lutherans	0.05%	Add +314.1%	342,500	$24.9M
James Investment Research, Inc.	2.70%	Reduce -5.0%	339,621	$24.7M
Ascent Group, LLC	0.87%	Add +39.4%	338,918	$24.7M
First American Trust, FSB	1.78%	Add +1.3%	337,448	$24.6M
Cohen & Steers, Inc.	0.04%	Reduce -0.6%	337,303	$24.5M
Parcion Private Wealth LLC	1.53%	Reduce -1.0%	336,841	$24.5M
Integrated Wealth Concepts LLC	0.22%	Add +9.2%	334,769	$24.4M
First Foundation Advisors	0.89%	Reduce -6.3%	331,395	$24.1M
Comerica Bank	0.09%	Add +12.9%	330,866	$24.1M
CreativeOne Wealth, LLC	0.58%	Add +26.4%	328,559	$23.9M
Sage Rhino Capital LLC	4.57%	Add +0.9%	324,717	$23.6M
Cardinal Point Capital Management ULC	1.63%	Reduce -1.8%	300,056	$23.2M
Quest Investment Management LLC	2.44%	Add +0.1%	318,622	$23.2M
Oppenheimer Asset Management Inc.	0.25%	Reduce -0.3%	318,173	$23.2M
Arkos Global Advisors	2.92%	Add +51.2%	314,711	$22.9M
Bokf, NA	0.34%	Reduce -0.8%	312,656	$22.8M
Private Advisor Group, LLC	0.11%	Add +27.1%	312,114	$22.7M
M&T Bank Corp	0.08%	Add +4.0%	312,097	$22.7M
AMG National Trust Bank	0.55%	Add +1.6%	311,574	$22.7M
Fifth Third Securities, Inc.	1.54%	Add +24.5%	310,645	$22.6M
Prime Capital Investment Advisors, LLC	0.28%	Add +3.7%	309,211	$22.5M
Stephens Inc.	0.28%	Reduce -6.3%	304,091	$22.1M
Modus Advisors, LLC	6.00%	Reduce -2.2%	303,152	$22.1M
Jones Financial Companies LLLP	0.01%	Add +27.1%	308,589	$21.9M
NorthCrest Asset Manangement, LLC	0.52%	Reduce -2.1%	291,649	$21.9M
Brookstone Capital Management	0.26%	Add +4.2%	300,113	$21.8M
Syon Capital LLC	1.17%	Reduce -7.0%	299,623	$21.8M
Bcwm, LLC	6.52%	Add +0.5%	299,407	$21.8M
Cibc World Market Inc.	0.04%	Reduce -19.5%	298,523	$21.7M
LVM Capital Management Ltd.	2.07%	Add +1.0%	295,480	$21.5M
Baldwin Wealth Partners LLC	1.40%	Reduce -1.0%	295,201	$21.5M
Beacon Pointe Advisors, LLC	0.18%	Reduce -17.3%	293,694	$21.4M
Leavell Investment Management, Inc.	0.88%	Add +19.4%	287,171	$20.9M
Ashton Thomas Private Wealth, LLC	0.54%	Add +10.5%	286,476	$20.8M
Mgo One Seven LLC	0.48%	Add +56.6%	286,338	$20.8M
Wallington Asset Management, LLC	2.69%	Add +3.1%	285,114	$20.7M
Gotham Asset Management	0.09%	Add +69.7%	280,413	$20.4M
Coastal Bridge Advisors, LLC	1.54%	Add +31.5%	279,615	$20.3M
Nkcfo LLC	6.12%	Add +21.9%	279,400	$20.3M
Pictet North America Advisors SA	1.88%	New	275,500	$20.0M
Summit Financial, LLC	0.31%	Add +0.1%	274,907	$20.0M
Sterling Financial Planning, Inc.	6.27%	Reduce -2.3%	273,359	$19.9M
Hamilton Wealth, LLC	4.11%	Add +6.0%	270,705	$19.7M
Cypress Capital Group	2.35%	Add +3.2%	270,506	$19.7M
Tudor Investment Corporation	0.13%	Reduce -37.6%	270,454	$19.7M
Cyndeo Wealth Partners, LLC	1.09%	Reduce -3.7%	269,069	$19.6M
Sofi Wealth, LLC	1.04%	Add +140.2%	265,106	$19.3M
Faithward Advisors, LLC	2.84%	Reduce -3.2%	262,888	$19.1M
Allworth Financial LP	0.08%	Reduce -10.4%	258,741	$18.8M
Verger Capital Management LLC	6.09%	Add +9.1%	257,693	$18.8M
UMB Bank, n.a.	0.28%	Add +11.6%	257,416	$18.7M
Orion Porfolio Solutions, LLC	0.14%	Add +30.6%	255,720	$18.6M
Leonard Rickey Investment Advisors P.L.L.C.	3.47%	Add +0.3%	253,270	$18.4M
Resonant Capital Advisors, LLC	1.07%	Reduce -0.9%	253,207	$18.4M
CPA Asset Management Group, LLC	6.89%	Reduce -7.0%	245,535	$17.9M
Fielder Capital Group LLC	4.00%	Reduce -3.7%	241,376	$17.6M
Norris Financial Group, LLC	6.41%	Reduce -0.8%	241,122	$17.5M
JSF Financial, LLC	3.82%	Add +698.5%	236,846	$17.2M
Timber Creek Capital Management LLC	4.13%	Reduce -0.8%	235,148	$17.1M
Forza Wealth Management, LLC	6.33%	Reduce -0.6%	226,961	$16.5M
Atria Investments, Inc	0.19%	Add +27.1%	224,896	$16.4M
Lifeworks Advisors, LLC	2.15%	Add +13.4%	220,641	$16.1M
Clear Harbor Asset Management, LLC	1.12%	Add +1.9%	218,787	$15.9M
Legend Financial Advisors, Inc.	9.73%	Reduce -0.5%	218,042	$15.9M
Sigma Planning Corp	0.45%	Add +4.5%	215,893	$15.7M
White Lighthouse Investment Management Inc.	2.39%	Add +2.9%	215,646	$15.7M
Modern Wealth Management, LLC	0.31%	Add +26.6%	214,303	$15.6M
Kestra Private Wealth Services, LLC	0.20%	Add +24.3%	210,462	$15.3M
Fore Capital, LLC	38.27%	No change	208,000	$15.1M
HB Wealth Management, LLC	0.10%	Add +1.3%	207,384	$15.1M
Advisory Services Network, LLC	0.22%	Add +20.3%	207,238	$15.1M
Rogco, LP	5.29%	Reduce -1.9%	207,123	$15.1M
Sowell Financial Services LLC	0.58%	Add +2.6%	207,028	$15.1M
Evoke Wealth, LLC	0.31%	No change	206,701	$15.0M
Van Hulzen Asset Management, LLC	1.11%	Add +2.9%	204,746	$14.9M
DT Investment Partners, LLC	1.26%	Add +4.0%	204,670	$14.9M
Wealth Management Partners, LLC	4.71%	Add +0.1%	203,663	$14.8M
Mill Creek Capital Advisors, LLC	0.30%	Add +2.9%	203,287	$14.8M
Upper Left Wealth Management, LLC	9.26%	Reduce -3.0%	202,668	$14.7M
Wealth Quarterback LLC	5.65%	Add +183.7%	200,692	$14.6M
Prospera Financial Services Inc	0.25%	Reduce -27.5%	200,457	$14.6M
Hamilton Point Investment Advisors, LLC	2.27%	Add +1.6%	200,010	$14.6M
Brown Advisory Inc.	0.02%	Add +1.2%	199,509	$14.5M
Three Bridge Wealth Advisors, LLC	3.73%	Add +1.1%	198,674	$14.5M
Arlington Capital Management, Inc.	9.18%	Reduce -1.5%	197,460	$14.4M
Savvy Advisors, Inc.	0.65%	Add +47.6%	195,577	$14.2M
NTV Asset Management LLC	1.51%	Reduce -1.2%	190,860	$13.9M
Shepherd Financial Partners LLC	1.32%	Add +15.8%	190,826	$13.9M
&partners	0.09%	Add +13.0%	190,051	$13.8M
Quadrature Capital Ltd	0.16%	Reduce -82.2%	188,104	$13.7M
Okabena Investment Services Inc.	2.64%	Reduce -0.3%	187,002	$13.6M
Mesirow Financial Investment Management, Inc.	0.24%	Add +0.1%	186,739	$13.6M
Private Harbour Investment Management & Counsel, LLC	14.07%	Reduce -5.4%	186,736	$13.6M
Bank Julius Baer & Co. Ltd, Zurich	0.04%	Reduce -1.6%	186,346	$13.6M
Brave Asset Management Inc.	3.31%	Add +14.5%	186,105	$13.5M
Bulltick Wealth Management, LLC	3.19%	Add +86.0%	185,859	$13.5M
CSS LLC	2.35%	Add +4.8%	185,240	$13.5M
Icon Wealth Advisors, LLC	0.91%	Add +59.5%	184,238	$13.4M
Osborne Partners Capital Management, LLC	0.67%	Reduce -0.9%	182,341	$13.3M
Sage Private Wealth Group, LLC	7.38%	Add +6.4%	182,284	$13.3M
Signet Investment Advisory Group, Inc.	6.25%	Add +1.3%	178,734	$13.0M
Townsend & Associates, Inc	1.23%	Add +0.4%	162,693	$13.0M
Beacon Harbor Wealth Advisors, Inc.	3.02%	Add +1.9%	177,608	$12.9M
Sharkey, Howes & Javer	1.66%	Add +49.8%	177,535	$12.9M
Capital Analysts, LLC	0.37%	Add +47.6%	173,391	$12.6M
Regency Capital Management Inc.\DE	5.98%	Add +1.0%	172,804	$12.6M
GAMCO Investors	0.12%	Reduce -0.7%	172,666	$12.6M
Commerce Bank	0.07%	Add +0.0%	172,050	$12.5M
Trek Financial, LLC	0.74%	Reduce -8.5%	171,446	$12.5M
Apollon Wealth Management, LLC	0.22%	Add +10.3%	171,133	$12.5M
Stonebridge Financial Group, LLC	1.09%	Reduce -0.6%	169,736	$12.4M
Morton Capital Management LLC	2.01%	Reduce -2.1%	168,366	$12.3M
Purkiss Capital Advisors LLC	5.77%	Reduce -38.2%	165,608	$12.1M
Lowe Wealth Advisors, LLC	4.39%	Reduce -1.4%	165,174	$12.0M
Spectrum Asset Management, Inc. (NB/CA)	4.10%	Add +2.7%	160,315	$11.7M
Stephen J. Garry & Associates, LLC	9.30%	Add +0.2%	160,071	$11.6M
Ballentine Partners, LLC	0.16%	Reduce -0.3%	158,542	$11.5M
Sapient Capital LLC	0.18%	Add +6.2%	159,617	$11.5M
Well Done, LLC	1.96%	Add +3.5%	157,991	$11.5M
MA Private Wealth	1.93%	Add +10.3%	157,758	$11.5M
Security Financial Services, INC.	1.84%	Add +33.9%	156,798	$11.4M
NewEdge Wealth, LLC	0.16%	Add +56.6%	151,437	$11.4M
EFG Asset Management (Americas) Corp.	1.95%	Reduce -0.8%	154,906	$11.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.65%	Add +46.9%	154,853	$11.3M
Old Port Advisors	2.83%	Add +1.7%	154,437	$11.2M
BSW Wealth Partners	1.40%	Add +0.6%	154,332	$11.2M
Fairview Capital Investment Management, LLC	0.57%	Reduce -0.4%	153,084	$11.1M
LifePlan Financial, LLC	8.79%	Reduce -5.4%	152,529	$11.1M
MinichMacGregor Wealth Management, LLC	2.16%	Add +2.8%	151,870	$11.1M
Wealth Alliance, LLC	1.13%	Add +20.1%	150,675	$11.0M
Impact Investors, Inc	7.19%	Reduce -5.2%	149,990	$10.9M
Tsfg, LLC	1.73%	Add +32.5%	149,806	$10.9M
Mutual Advisors, LLC	0.24%	Add +91.8%	140,044	$10.9M
Cape Ann Savings Bank	5.76%	Reduce -3.0%	148,248	$10.8M
Stablepoint Partners, LLC	1.71%	Reduce -8.3%	147,886	$10.8M
JNBA Financial Advisors	0.97%	Reduce -3.1%	146,781	$10.7M
DSG Capital Advisors, LLC	1.70%	Reduce -10.5%	146,433	$10.7M
Midwest Trust Co	0.14%	Reduce -3.5%	146,238	$10.6M
Buttonwood Financial Group, LLC	4.52%	Add +21.6%	139,557	$10.5M
Tennessee Valley Asset Management Partners	1.42%	New	143,551	$10.4M
Prudential PLC	0.08%	Add +18.2%	142,836	$10.4M
Bigelow Investment Advisors, LLC	4.18%	Add +6.2%	142,474	$10.4M
Grove Bank & Trust	1.21%	Add +6.8%	142,068	$10.3M
Pathstone Holdings, LLC	0.04%	Add +3.3%	140,171	$10.2M
World Investment Advisors	0.21%	Add +8.5%	139,221	$10.1M
Strategic Blueprint, LLC	0.43%	Add +30.2%	136,931	$10.0M
TruWealth Advisors, LLC	0.50%	Add +11.3%	136,809	$10.0M
Mfa Wealth Advisors, LLC	2.17%	Add +2.0%	136,534	$9.9M
Avaii Wealth Management, LLC	3.76%	Add +6.5%	135,994	$9.9M
Kelly Financial Services LLC	2.56%	Add +32.3%	135,685	$9.9M
Resona Asset Management Co.,Ltd.	0.05%	No change	135,608	$9.9M
Wills Financial Group LLC	4.00%	Add +16.4%	134,041	$9.8M
Gerber Kawasaki Wealth & Investment Management	0.33%	Add +3.3%	131,921	$9.6M
Stone House Investment Management, LLC	1.62%	Add +46.4%	131,887	$9.6M
Triad Wealth Partners, LLC	1.23%	Add +64.9%	130,830	$9.5M
Pettinga Financial Advisors LLC	1.85%	Add +41.2%	130,495	$9.5M
Roehl & Yi Investment Advisors, LLC	4.13%	Add +0.9%	134,440	$9.5M
Independent Financial Group, LLC	0.23%	Add +6.3%	130,238	$9.5M
Maltin Wealth Management, Inc.	3.93%	Add +0.1%	130,059	$9.5M
GFS Advisors, LLC	1.20%	Reduce -1.6%	129,559	$9.4M
Greenline Partners, LLC	1.14%	No change	129,145	$9.4M
American Investment Services, Inc.	2.24%	Reduce -3.2%	128,209	$9.3M
Omnia Family Wealth, LLC	3.03%	Reduce -1.0%	128,096	$9.3M
FineMark National Bank & Trust	0.30%	Add +8.9%	127,835	$9.3M
Ariston Services Group	5.59%	Add +0.8%	127,457	$9.3M
Farther Finance Advisors, LLC	0.14%	Add +24.8%	126,633	$9.2M
SBI Securities Co., Ltd.	0.24%	Add +12.3%	126,180	$9.2M
Rehmann Capital Advisory Group	0.50%	Add +3.2%	125,362	$9.1M
Compound Planning, Inc.	0.30%	Add +2.3%	125,409	$9.1M
Meridian Investment Counsel Inc.	2.25%	Reduce -0.8%	124,983	$9.1M
High Falls Advisors, Inc	1.87%	Add +48.9%	124,977	$9.1M
Nomura Asset Management Co. Ltd.	0.02%	Reduce -28.4%	124,410	$9.1M
SteelPeak Wealth, LLC	0.30%	Add +61.4%	124,157	$9.0M
Highland Financial Advisors, LLC	2.59%	Add +2.0%	124,000	$9.0M
Prairie Wealth Advisors, Inc.	3.65%	Add +1.1%	122,322	$8.9M
Sigma Investment Counselors Inc.	0.46%	Reduce -50.8%	122,280	$8.9M
Focus Partners Advisor Solutions, LLC	0.10%	Add +42.9%	115,614	$8.9M
Baker Avenue Asset Management, LP	0.21%	Add +9.9%	121,656	$8.9M
AssuredPartners Investment Advisors, LLC	1.97%	Add +3.0%	121,609	$8.8M
Sentinel Trust Co. Lba	0.90%	Reduce -0.7%	121,487	$8.8M
Debussy Capital Management LP	1.25%	Add +0.0%	121,239	$8.8M
Callan Family Office, LLC	0.28%	Add +3.1%	120,599	$8.8M
MBA Advisors LLC	3.74%	Add +7.1%	120,378	$8.8M
Harvest Fund Management Co., Ltd	0.37%	Reduce -28.3%	120,297	$8.8M
Seeds Investor LLC	1.84%	Add +6.4%	119,967	$8.7M
LYNX Capital Group Ltd.	4.04%	Reduce -2.0%	119,665	$8.7M
Wealthspan Partners, LLC	3.35%	Reduce -0.1%	119,537	$8.7M
Plum Street Advisors, LLC	3.35%	Reduce -2.4%	119,293	$8.7M
Silverleafe Capital Partners, LLC	2.68%	Reduce -34.9%	119,249	$8.7M
ABLE Financial Group, LLC	1.88%	Add +7.3%	119,188	$8.7M
Patton Fund Management, Inc.	1.55%	Add +3.0%	118,328	$8.6M
Nottingham Advisors, Inc.	1.19%	Reduce -3.5%	117,431	$8.5M
LifeWealth Investments, LLC	2.81%	Add +1.2%	117,334	$8.5M
Rwa Wealth Partners, LLC	0.10%	Add +7.4%	116,234	$8.5M
Global Wealth Strategies & Associates	2.17%	Add +0.1%	116,013	$8.4M
Southeast Asset Advisors, LLC	0.92%	Add +0.0%	115,590	$8.4M
WealthCare Investment Partners, LLC	2.72%	Reduce -4.0%	115,092	$8.4M
Cranbrook Wealth Management, LLC	1.67%	Reduce -11.3%	114,265	$8.3M
Diversify Advisory Services, LLC	0.28%	Add +6.4%	109,887	$8.3M
Parkside Investments, LLC	1.03%	Add +4.5%	113,077	$8.2M
ONE Advisory Partners, LLC	2.52%	Add +40.3%	106,222	$8.2M
Group One Trading LLC	0.25%	Reduce -16.3%	113,003	$8.2M
Lifelong Wealth Advisors, Inc.	2.44%	Add +2.7%	112,466	$8.2M
Clear Creek Financial Management, LLC	0.71%	Add +26.7%	112,268	$8.2M
Renaissance Technologies	0.01%	New	111,400	$8.1M
Battery Global Advisors, LLC	3.81%	Add +3.0%	111,316	$8.1M
Palisades Hudson Asset Management, L.P.	2.93%	No change	111,113	$8.1M
Flputnam Investment Management Co.	0.12%	Add +50.2%	111,081	$8.1M
Rochester Wealth Strategies, LLC	5.27%	Add +6.1%	110,663	$8.1M
Heck Capital Advisors, LLC	0.62%	Add +34.0%	109,338	$8.0M
Summit Place Financial Advisors, LLC	3.75%	Add +2.9%	109,265	$8.0M
Towneley Capital Management, Inc / DE	1.72%	Reduce -4.9%	108,988	$7.9M
Spire Wealth Management	0.27%	Add +13.6%	108,571	$7.9M
Exit Wealth Advisors, LLC.	5.26%	—	108,342	$7.9M
Kitching Partners, LLC	7.33%	Add +1.2%	106,698	$7.8M
Verity Asset Management, Inc.	2.53%	Add +92.1%	106,270	$7.7M
Accretive Wealth Partners, LLC	2.35%	Reduce -1.7%	105,705	$7.7M
Avestar Capital, LLC	0.54%	Add +7.5%	104,280	$7.6M
Whittier Trust Co. of Nevada Inc.	0.16%	Add +21.0%	103,465	$7.6M
U.S. Capital Wealth Advisors, LLC	0.20%	Add +18.3%	104,095	$7.6M
Midwest Capital Advisors, LLC	3.65%	Add +40.3%	103,931	$7.6M
True North Advisors, LLC	1.20%	Add +858.1%	103,876	$7.6M
Ackerman Capital Advisors, LLC	1.57%	Reduce -2.5%	103,134	$7.5M
Wellspring Financial Advisors, LLC	0.69%	No change	102,734	$7.5M
Choreo, LLC	0.10%	Reduce -1.6%	102,651	$7.5M
Lido Advisors, LLC	0.03%	Reduce -1.6%	102,250	$7.4M
Fiduciary Financial Group, LLC	1.16%	Add +2.2%	100,511	$7.3M
DCF Advisers, LLC	2.76%	No change	100,000	$7.3M
AdvisorNet Financial, Inc	0.41%	Add +3.3%	99,545	$7.2M
Beacon Financial Group	0.71%	Add +55.9%	99,354	$7.2M
AQR Capital Management	0.00%	Add +334.3%	98,515	$7.2M
Stableford Capital II LLC	2.56%	Reduce -0.7%	97,376	$7.1M
D L Carlson Investment Group Inc.	1.18%	Add +10.5%	96,785	$7.0M
NorthRock Partners, LLC	0.13%	Add +2241.3%	95,995	$7.0M
Bull Oak Capital, LLC	2.96%	Reduce -0.3%	95,889	$7.0M
Pekin Hardy Strauss, Inc.	0.70%	Reduce -0.9%	95,756	$7.0M
Leslie Global Wealth, LLC	3.26%	New	95,434	$6.9M
Lineweaver Wealth Advisors, LLC	1.01%	Add +2.6%	95,134	$6.9M
Pacific Capital Wealth Advisors, Inc.	1.20%	Add +0.2%	95,011	$6.9M
Crescent Grove Advisors, LLC	0.66%	Add +1.2%	94,440	$6.9M
VestGen Advisors, LLC	0.23%	Add +38.4%	94,420	$6.9M
Madden Advisory Services, Inc.	2.88%	Reduce -1.7%	94,168	$6.9M
B. Riley Wealth Advisors, Inc.	0.32%	Add +15.8%	92,893	$6.8M
Camden National Bank	0.94%	Reduce -1.0%	92,771	$6.8M
Bessemer Group Inc.	0.01%	Add +0.8%	92,452	$6.7M
Kure Advisory, LLC	4.15%	Reduce -2.5%	92,427	$6.7M
Arkadios Wealth Advisors	0.16%	Add +101.8%	92,086	$6.7M
Blueprint Investment Partners LLC	0.94%	Add +7.8%	91,972	$6.7M
Capital Advisors Inc.	0.11%	Add +90.5%	90,196	$6.6M
Inscription Capital, LLC	0.70%	Add +0.9%	89,588	$6.5M
Insight Wealth Partners, LLC	2.87%	Reduce -0.3%	89,243	$6.5M
Global Retirement Partners, LLC	0.15%	Add +2.3%	89,131	$6.5M
Great Valley Advisor Group, Inc.	0.13%	Add +10.6%	88,800	$6.5M
RiverGlades Family Offices LLC	3.93%	Reduce -1.2%	88,500	$6.4M
Blueprint Financial Advisors LLC	1.39%	Add +153.1%	88,288	$6.4M
Jane Street Group, LLC	0.01%	Add +151.4%	88,183	$6.4M
TriaGen Wealth Management LLC	1.67%	Add +6.8%	88,179	$6.4M
Citizens Financial Group Inc.	0.09%	Reduce -9.8%	87,920	$6.4M
Waterloo Capital, L.P.	0.47%	Add +22.4%	87,408	$6.4M
Briaud Financial Planning Inc	2.07%	Reduce -2.2%	87,038	$6.3M
Welch & Forbes LLC	0.08%	No change	86,883	$6.3M
Advyzon Investment Management, LLC	1.08%	Add +340.5%	86,816	$6.3M
Jmac Enterprises LLC	1.25%	Add +13.6%	86,719	$6.3M
Fermata Advisors, LLC	1.58%	Reduce -3.7%	85,550	$6.2M
Beck Capital Management, LLC	1.43%	Reduce -1.9%	85,328	$6.2M
Keystone Financial Group	0.47%	Add +36.4%	85,172	$6.2M
Vernal Point Advisors, LLC	2.66%	No change	84,629	$6.2M
IHT Wealth Management, LLC	0.15%	Add +24.1%	84,001	$6.1M
Fiduciary Trust Co	0.07%	No change	83,505	$6.1M
Patriot Financial Group Insurance Agency, LLC	0.78%	Add +6.0%	83,212	$6.1M
Principal Securities, Inc.	0.10%	Add +36.8%	82,766	$6.0M
Park Edge Advisors, LLC	1.39%	Add +48.6%	82,733	$6.0M
Apeiron RIA LLC	1.35%	Add +53.8%	77,487	$6.0M
Tikvah Management LLC	1.80%	No change	82,230	$6.0M
Independent Solutions Wealth Management, LLC	1.06%	Add +19.4%	82,004	$6.0M
Argent Trust Co	0.21%	Reduce -2.9%	81,871	$6.0M
waypoint wealth counsel	2.32%	Add +0.7%	80,884	$5.9M
Evelyn Partners Asset Management Ltd	1.32%	No change	80,497	$5.9M
Delta Financial Advisors LLC	1.65%	No change	80,322	$5.8M
Vontobel Holding Ltd.	0.02%	Reduce -3.4%	79,685	$5.8M
Versant Capital Management, Inc	0.78%	Reduce -5.5%	78,946	$5.7M
Motco	0.52%	Add +0.1%	78,671	$5.7M
Apollon Financial, LLC	0.95%	Add +11.5%	77,969	$5.7M
TSA Wealth Managment LLC	1.93%	Add +36.1%	77,939	$5.7M
Ameritas Advisory Services, LLC	0.37%	Add +42.3%	77,434	$5.6M
Wolverine Trading, LLC	0.11%	Add +433.8%	77,703	$5.6M
Sequoia Financial Advisors, LLC	0.03%	Reduce -0.2%	76,881	$5.6M
Independent Advisor Alliance	0.15%	Add +228.7%	76,708	$5.6M
Deane Retirement Strategies, Inc.	2.40%	Add +14.2%	76,747	$5.6M
O'shaughnessy Asset Management, LLC	0.03%	Add +9.7%	76,547	$5.6M
Marex Group Ltd	0.07%	New	76,344	$5.6M
West Wealth Group, LLC	1.24%	Add +34.4%	69,569	$5.5M
Scotia Capital Inc.	0.02%	Reduce -1.0%	75,157	$5.5M
Fifth Third Wealth Advisors LLC	0.20%	Add +0.2%	75,103	$5.5M
Altiora Financial Group, LLC	1.00%	Add +0.3%	75,026	$5.5M
Sepio Capital, LP	0.32%	Reduce -0.3%	74,908	$5.5M
FDx Advisors, Inc.	1.63%	Reduce -15.9%	72,112	$5.4M
Intrepid Capital Management Inc.	2.66%	No change	74,648	$5.4M
Gibson Capital, LLC	1.00%	Reduce -0.5%	74,540	$5.4M
Sovran Advisors, LLC	0.48%	Add +50.0%	71,307	$5.4M
Davies Financial Advisors, Inc.	4.37%	Reduce -13.4%	74,031	$5.4M
Altman Advisors, Inc.	2.06%	Add +1.2%	86,483	$5.4M
Hilltop National Bank	1.32%	Reduce -3.0%	73,690	$5.4M
Discipline Wealth Solutions, LLC	1.41%	New	73,633	$5.4M
Gradient Investments LLC	0.09%	Reduce -17.1%	73,531	$5.4M
AE Wealth Management LLC	0.03%	Add +46.2%	72,777	$5.3M
Bensler, LLC	0.55%	Add +14.0%	72,635	$5.3M
Rakuten Investment Management, Inc.	0.02%	—	72,574	$5.2M
BCGM Wealth Management, LLC	1.36%	Add +34.9%	71,651	$5.2M
Financial Management Network Inc.	0.86%	Add +2.7%	69,775	$5.2M
Financial Sense Advisors, Inc.	1.06%	Add +4.6%	70,973	$5.2M
Eq LLC	1.75%	Add +41.3%	70,668	$5.1M
LifePlan Investment Advisors, Inc.	2.15%	Add +2.7%	70,456	$5.1M
Fearless Solutions, LLC dba Best Invest	3.26%	Add +3.4%	69,906	$5.1M
Aspect Partners, LLC	2.31%	Add +4.0%	69,831	$5.1M
Cobblestone Capital Advisors LLC	0.24%	No change	69,642	$5.1M
NavPoint Financial, Inc.	2.65%	No change	69,425	$5.1M
Wealthspire Advisors, LLC	0.03%	Reduce -4.7%	69,416	$5.1M
Promus Capital, LLC	3.21%	No change	69,211	$5.0M
Simplicity Wealth,LLC	0.29%	Reduce -10.3%	68,933	$5.0M
Pacific Point Advisors, LLC	2.92%	No change	68,862	$5.0M
Mengis Capital Management, Inc.	0.99%	Add +0.8%	68,684	$5.0M
Amplius Wealth Advisors, LLC	0.43%	Reduce -5.0%	68,231	$5.0M
CPR Investments Inc.	3.40%	Add +1.8%	67,846	$4.9M
Chicago Partners Investment Group LLC	0.13%	Add +1.3%	65,776	$4.9M
ShoreHaven Wealth Partners, LLC	1.82%	Add +11.5%	67,412	$4.9M
One Capital Management, LLC	0.16%	Add +1.1%	67,122	$4.9M
D. Scott Neal, Inc.	2.26%	Reduce -8.5%	67,117	$4.9M
Financial Alternatives, Inc	2.96%	Add +0.9%	67,108	$4.9M
Knollwood Investment Advisory, LLC	0.44%	Add +9.2%	67,027	$4.9M
Perennial Investment Advisors, LLC	0.40%	Add +9.4%	66,937	$4.9M
Bradley Foster & Sargent Inc.	0.07%	Reduce -0.1%	66,855	$4.9M
Per Stirling Capital Management, LLC.	0.58%	Add +2.0%	66,843	$4.9M
Allie Family Office LLC	2.26%	Reduce -12.9%	65,487	$4.8M
Invst, LLC	0.54%	Add +53.6%	65,489	$4.8M
J2 Capital Management Inc	3.58%	Add +35.2%	65,426	$4.8M
Whittier Trust Co.	0.05%	Add +5.4%	64,286	$4.7M
Systelligence, LLC	0.89%	Reduce -50.1%	64,368	$4.7M
Interchange Capital Partners, LLC	0.92%	Reduce -4.3%	64,149	$4.7M
Howard Capital Management, LLC	0.06%	New	64,056	$4.7M
WCG Wealth Advisors LLC	0.29%	Add +0.2%	63,913	$4.7M
American Trust	0.39%	Add +1.1%	63,852	$4.6M
Liberty Wealth Management LLC	0.65%	Add +0.1%	62,958	$4.6M
Snowden Capital Advisors LLC	0.12%	Add +9.8%	62,308	$4.5M
Westover Capital Advisors, LLC	0.84%	Reduce -1.5%	62,223	$4.5M
Modera Wealth Management, LLC	0.05%	Reduce -1.9%	62,091	$4.5M
Connective Portfolio Management, LLC	7.95%	No change	62,029	$4.5M
Eq Wealth Advisors, LLC	2.92%	Reduce -1.5%	61,157	$4.5M
BOK Financial Private Wealth, Inc.	0.28%	Add +52.4%	60,999	$4.4M
KM Capital Management Ltd.	2.05%	Add +13.4%	60,925	$4.4M
LaSalle St. Investment Advisors, LLC	0.79%	Add +2.7%	60,871	$4.4M
Gunderson Capital Management LLC	1.63%	Reduce -3.3%	60,819	$4.4M
Nadler Financial Group, Inc.	0.42%	Reduce -0.6%	60,796	$4.4M
Robinson Value Management, Ltd.	2.56%	Add +2.0%	60,628	$4.4M
Smith Thornton Advisors LLC	2.29%	Add +3.3%	60,100	$4.4M
Synergy Investment Management, LLC	1.67%	New	59,931	$4.4M
Geneos Wealth Management Inc.	0.11%	Add +0.5%	59,885	$4.4M
Cercano Management LLC	0.17%	No change	59,869	$4.4M
Firestone Capital Management	0.94%	Add +3.4%	59,823	$4.4M
F/m Investments LLC	0.17%	Add +0.3%	59,632	$4.3M
Rathbones Group PLC	0.02%	Reduce -0.6%	59,270	$4.3M
Stonehage Fleming Financial Services Holdings Ltd	0.12%	No change	59,257	$4.3M
Plan Group Financial, LLC	1.16%	Add +7.4%	59,213	$4.3M
BridgePort Financial Solutions, LLC	1.16%	Add +6.1%	59,154	$4.3M
Fortis Group Advisors, LLC	0.74%	Reduce -25.9%	56,932	$4.3M
D.A. Davidson & Co.	0.03%	Reduce -8.0%	58,920	$4.3M
Wedbush Securities Inc.	0.14%	Add +13.9%	58,756	$4.3M
Strathmore Capital Advisors, Inc.	1.75%	Reduce -3.1%	58,646	$4.3M
Ausdal Financial Partners, Inc.	0.21%	Reduce -2.6%	58,400	$4.2M
Harbour Investments, Inc.	0.10%	Add +0.5%	58,291	$4.2M
Unique Wealth, LLC	0.62%	Add +12.8%	58,178	$4.2M
Family Manage LLC	0.58%	Add +51.1%	57,820	$4.2M
CI Investments Inc.	0.02%	No change	57,617	$4.2M
Synovus Financial Corp.	0.05%	Add +1.5%	57,248	$4.2M
Guidance Capital, Inc.	1.08%	Add +3.0%	53,746	$4.2M
Regal Investment Advisors LLC	0.27%	Add +58.5%	57,086	$4.2M
Regions Financial Corp.	0.03%	Add +0.1%	57,041	$4.2M
Horst & Graben Wealth Management LLC	0.63%	Add +1.9%	56,781	$4.1M
Procyon Advisors, LLC	0.24%	New	56,683	$4.1M
Parallel Advisors, LLC	0.08%	Add +3.9%	56,426	$4.1M
Cypress Wealth Services, LLC	0.67%	Add +31.5%	56,182	$4.1M
Dahring \| Cusmano LLC	2.94%	Reduce -1.3%	55,975	$4.1M
Legacy Financial Group LLC	0.53%	Add +68.7%	55,789	$4.1M
Advisory Alpha, LLC	0.11%	Add +12.3%	55,642	$4.0M
Bay Harbor Wealth Management, LLC	1.09%	Add +63.6%	55,530	$4.0M
Alpha Zero LLC	2.34%	Add +3.5%	55,521	$4.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.48%	Add +6.3%	55,297	$4.0M
SGL Investment Advisors, Inc.	1.69%	Add +6.6%	53,198	$4.0M
Cushing Capital Partners, LLC	3.14%	Add +5.2%	55,032	$4.0M
Trademark Financial Management, LLC	2.33%	Add +1.7%	54,965	$4.0M
J.W. Cole Advisors, Inc.	0.08%	Add +20.3%	54,827	$4.0M
Integrated Advisors Network LLC	0.17%	Add +7.5%	54,801	$4.0M
Berkshire Asset Management LLC	0.17%	No change	54,758	$4.0M
PAX Financial Group, LLC	0.72%	Add +24.3%	54,613	$4.0M
Thompson Siegel & Walmsley LLC	0.06%	No change	54,482	$4.0M
LM Advisors LLC	0.57%	Reduce -3.0%	54,452	$4.0M
Quantinno Capital Management LP	0.01%	Reduce -7.4%	53,957	$3.9M
Garde Capital, Inc.	0.19%	Add +15.4%	53,084	$3.9M
Towerpoint Wealth, LLC	1.57%	Reduce -0.4%	52,859	$3.8M
Fidelis Capital Partners, LLC	0.30%	Add +4.1%	52,816	$3.8M
Tme Financial, Inc.	2.87%	Add +1.2%	52,721	$3.8M
Red Door Wealth Management, LLC	0.41%	Add +15.2%	52,539	$3.8M
2UniFi Bank	1.91%	Reduce -1.4%	52,313	$3.8M
Courier Capital LLC	0.22%	Reduce -1.2%	52,270	$3.8M
Bryn Mawr Trust Advisors, LLC	0.19%	Add +0.4%	52,103	$3.8M
Patriot Investment Management Group, Inc.	0.25%	Reduce -15.3%	51,839	$3.8M
Ewa, LLC	1.04%	Add +39.1%	51,692	$3.8M
Cadent Capital Advisors, LLC	1.00%	Add +4.8%	51,624	$3.8M
Lynx Investment Advisory	2.23%	No change	51,267	$3.7M
Cobblestone Asset Management LLC	1.70%	Add +69.1%	51,038	$3.7M
Financial & Tax Architects, LLC	0.82%	Add +1.3%	50,919	$3.7M
Boston Research & Management Inc.	0.80%	Add +0.1%	49,895	$3.6M
Eagle Strategies LLC	0.49%	Reduce -6.1%	49,868	$3.6M
Farrell Financial LLC	2.26%	Add +0.5%	49,453	$3.6M
Avalon Capital Management	0.88%	Add +7.0%	49,336	$3.6M
Cowa, LLC	1.26%	Reduce -1.2%	48,869	$3.6M
Insigneo Advisory Services, LLC	0.25%	Add +32.3%	48,830	$3.6M
United Community Bank	1.10%	Reduce -0.7%	48,812	$3.6M
Avior Wealth Management, LLC	0.11%	Reduce -3.1%	48,750	$3.5M
Stratos Wealth Advisors, LLC	0.17%	Reduce -2.1%	48,556	$3.5M
Strategic Investment Solutions, Inc.	0.93%	Add +3.5%	48,526	$3.5M
Bellecapital International Ltd.	0.57%	New	48,430	$3.5M
Principia Wealth Advisory, LLC	2.50%	Reduce -18.6%	48,138	$3.5M
Northside Capital Management, LLC	0.32%	Add +1.3%	48,047	$3.5M
Freestone Capital Holdings, LLC	0.11%	Add +66.1%	47,967	$3.5M
Copperleaf Capital, LLC	1.67%	Add +363.2%	47,867	$3.5M
Alhambra Investment Management LLC	1.64%	Reduce -29.9%	47,351	$3.4M
Elyxium Wealth, LLC	1.18%	Add +21.5%	46,460	$3.4M
Bailard, Inc.	0.07%	Add +33.2%	46,222	$3.4M
Compagnie Lombard Odier SCmA	0.04%	Add +46.5%	46,021	$3.3M
China Universal Asset Management Co., Ltd.	0.28%	No change	46,000	$3.3M
NewSquare Capital LLC	0.23%	Reduce -0.1%	45,741	$3.3M
Gould Asset Management LLC	0.62%	Reduce -4.5%	45,590	$3.3M
SigFig Wealth Management, LLC	0.10%	Add +59.0%	45,800	$3.3M
Forthright Family Wealth Advisory LLC	2.03%	Add +71.0%	45,316	$3.3M
Keystone Financial Services	1.02%	Add +5.2%	45,184	$3.3M
Belvedere Trading LLC	0.26%	New	44,956	$3.3M
Almanack Investment Partners, LLC.	0.51%	New	44,900	$3.3M
Nvwm, LLC	0.73%	Add +5.4%	44,892	$3.3M
Red Mountain Financial, LLC	3.32%	Reduce -1.1%	44,888	$3.3M
Lanark Financial, Inc.	0.25%	Add +616.6%	44,887	$3.3M
Ehrlich Financial Group	1.94%	Add +15.3%	44,884	$3.3M
Compass Financial Group, Inc.	1.45%	Reduce -2.7%	44,457	$3.2M
One Wealth Advisors, LLC	0.41%	Add +30.1%	44,364	$3.2M
Beacon Bridge Wealth Partners, LLC	1.13%	Add +3.8%	43,837	$3.2M
Confluence Wealth Services, Inc.	0.16%	Reduce -0.1%	43,697	$3.2M
RFG Advisory, LLC	0.07%	Add +18.8%	43,584	$3.2M
Aviva PLC	0.01%	New	43,400	$3.2M
Sachetta, LLC	1.18%	Add +178.5%	43,379	$3.2M
MMBG Investment Advisors Co.	0.28%	New	42,900	$3.1M
Generation Capital Management LLC	2.25%	Add +1.0%	42,700	$3.1M
Uniting Wealth Partners, LLC	0.72%	Add +6.8%	41,903	$3.0M
Ipsen Advisor Group LLC	2.19%	Add +0.8%	42,225	$3.0M
Highline Wealth Partners LLC	0.82%	Add +1.3%	41,759	$3.0M
Parkside Financial Bank & Trust	0.24%	Add +42.8%	41,739	$3.0M
Veridan Wealth LLC	1.04%	—	41,652	$3.0M
WealthShield Partners, LLC	0.34%	Add +78.3%	41,193	$3.0M
Hilltop Holdings Inc.	0.16%	Add +63.3%	41,021	$3.0M
Keebeck Wealth Management	0.35%	Add +30.6%	40,881	$3.0M
Howland Capital Management LLC	0.11%	Add +0.6%	40,190	$2.9M
Level Four Advisory Services, LLC	0.10%	Add +3.1%	40,170	$2.9M
Shared Vision Wealth Group LLC	1.22%	Add +44.7%	37,275	$2.9M
True Vision MN LLC	1.50%	Add +55.1%	39,479	$2.9M
Choate Investment Advisors	0.06%	Add +313.2%	39,324	$2.9M
Western Wealth Management, LLC	0.15%	Add +14.1%	39,270	$2.9M
Claro Advisors Inc.	0.42%	Add +58.5%	39,174	$2.9M
Inlet Private Wealth, LLC	0.64%	Add +0.4%	39,029	$2.8M
Alaethes Wealth, LLC	0.80%	Add +4.8%	38,910	$2.8M
Trust Point Inc.	0.23%	Add +0.5%	38,809	$2.8M
Walkner Condon Financial Advisors LLC	0.45%	Reduce -0.4%	38,785	$2.8M
5T Wealth, LLC	1.23%	Add +38.7%	38,730	$2.8M
Novak & Powell Financial Services, Inc.	1.47%	Reduce -0.5%	38,390	$2.8M
Glenmede Investment Management, LP	0.01%	Add +7.5%	38,204	$2.8M
Centerline Wealth Advisors, LLC	1.19%	Add +1.3%	37,674	$2.7M
Weil Company, Inc.	0.66%	Reduce -4.2%	37,671	$2.7M
Whitener Capital Management, Inc.	0.65%	Reduce -0.1%	37,561	$2.7M
Roundview Capital LLC	0.17%	Add +18.1%	37,527	$2.7M
Wealthfront Advisers LLC	0.01%	Add +549.1%	37,506	$2.7M
Evergreen Capital Management LLC	0.06%	Add +5.7%	37,270	$2.7M
Vise Technologies, Inc.	0.10%	Reduce -5.3%	37,179	$2.7M
Csenge Advisory Group	0.13%	Add +34.5%	36,940	$2.7M
Sagace Wealth Management LLC	1.83%	Add +5.4%	36,913	$2.7M
TRUE Private Wealth Advisors	0.27%	Reduce -1.0%	36,895	$2.7M
Savant Capital, LLC	0.02%	Add +15.5%	36,775	$2.7M
Moneco Advisors, LLC	0.22%	Reduce -3.2%	36,652	$2.7M
Centurion Wealth Management LLC	0.61%	Add +36.7%	36,569	$2.7M
Oak Family Advisors, LLC	0.86%	Add +11.6%	36,566	$2.7M
Arlington Trust Co LLC	0.48%	No change	36,527	$2.7M
Sterling Capital Management LLC	0.04%	No change	36,493	$2.7M
Burns J W & Co. Inc.	0.30%	Add +19.5%	36,443	$2.7M
Main Street Financial Solutions, LLC	0.17%	Reduce -1.4%	36,312	$2.6M
Twelve Points Wealth Management LLC	0.65%	Add +88.1%	36,086	$2.6M
Vicus Capital	0.20%	Reduce -4.8%	35,592	$2.6M
Perkins Coie Trust Co	0.48%	No change	35,110	$2.6M
Asset Management One Co., Ltd.	0.01%	Reduce -13.6%	35,050	$2.6M
Five Pine Wealth Management	1.71%	Add +1.9%	34,771	$2.5M
Mather Group, Llc.	0.03%	Add +15.1%	34,639	$2.5M
Ofc Financial Planning, LLC	2.48%	Reduce -2.6%	34,447	$2.5M
Wormser Freres Gestion	1.39%	Reduce -4.0%	34,528	$2.5M
Roger Wittlin Investment Advisory, LLC	1.39%	Add +276.1%	34,334	$2.5M
Grant Street Asset Management, Inc.	0.53%	Reduce -2.0%	34,246	$2.5M
Ashton Thomas Securities, LLC	0.35%	Add +35.2%	34,237	$2.5M
Nations Financial Group Inc, /Ia/	0.16%	Reduce -7.9%	34,221	$2.5M
Waldron Private Wealth LLC	0.10%	New	34,131	$2.5M
Certus Wealth Management, LLC	1.47%	Add +60.6%	33,867	$2.5M
Capital Advisory Group Advisory Services, LLC	0.77%	New	33,837	$2.5M
Spectrum Planning & Advisory Services Inc.	1.39%	Add +47.1%	33,785	$2.5M
New England Private Wealth Advisors LLC	0.32%	No change	33,681	$2.5M
Bank Ozk	0.86%	Reduce -0.2%	33,596	$2.4M
RFG - Bristol Wealth Advisors, LLC	0.70%	Reduce -48.5%	33,417	$2.4M
Strengthening Families & Communities, LLC	0.54%	Reduce -30.2%	43,516	$2.4M
Sharp Wealth Advisory, LLC	1.32%	Add +9.4%	33,277	$2.4M
Arkansas Financial Group, Inc.	0.36%	Add +46.1%	33,159	$2.4M
Sage Mountain Advisors LLC	0.14%	Add +1.0%	33,017	$2.4M
Holistic Financial Partners	0.98%	No change	32,987	$2.4M
Eastern Bank	0.04%	Reduce -6.0%	32,965	$2.4M
Clearstead Advisors, LLC	0.03%	Add +9.0%	32,761	$2.4M
PFG Advisors	0.10%	Reduce -97.7%	32,678	$2.4M
One Wealth Capital Management, LLC	1.07%	Add +59.1%	32,663	$2.4M
Flywheel Private Wealth LLC	1.84%	Reduce -0.2%	32,337	$2.4M
4J Wealth Management LLC	1.38%	Add +7.7%	32,198	$2.3M
Braun-Bostich & Associates Inc.	1.48%	Add +0.2%	32,197	$2.3M
Allstate Corp.	0.05%	Add +4.4%	31,905	$2.3M
Advus Financial Partners, LLC	0.56%	Add +13.5%	31,836	$2.3M
Oppenheimer & Co. Inc.	0.03%	Add +9.0%	31,826	$2.3M
Tyche Wealth Partners LLC	0.41%	Add +220.6%	31,744	$2.3M
SWP Financial LLC	1.17%	Add +45.8%	31,644	$2.3M
Relyea Zuckerberg Hanson LLC	0.24%	No change	31,505	$2.3M
LOM Asset Management Ltd	0.70%	No change	31,500	$2.3M
Bridgewealth Advisory Group, LLC	0.53%	Reduce -2.0%	31,276	$2.3M
Satovsky Asset Management LLC	0.45%	Reduce -1.8%	31,253	$2.3M
Naviter Wealth, LLC	0.26%	Add +0.1%	31,210	$2.3M
Focus Financial Network, Inc.	0.08%	Add +18.1%	31,117	$2.3M
Apella Capital, LLC	0.05%	Add +36.0%	27,747	$2.3M
Accredited Investor Services, LLC	1.54%	No change	30,695	$2.2M
Valued Retirements, Inc.	2.52%	No change	35,801	$2.2M
Wealthcare Advisory Partners LLC	0.05%	Add +2.6%	30,625	$2.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.04%	Add +12.5%	30,579	$2.2M
TBH Global Asset Management, LLC	0.43%	Add +11.7%	30,519	$2.2M
TPG Advisors LLC	1.45%	Add +3.5%	30,372	$2.2M
Verus Financial Partners, Inc.	0.21%	New	30,272	$2.2M
Cathy Pareto & Associates, Inc.	1.66%	Reduce -0.7%	30,227	$2.2M
Kilter Group LLC	1.04%	Add +59.2%	30,140	$2.2M
Citizens National Bank Trust Department	0.39%	Add +5.8%	29,927	$2.2M
Cardiff Park Advisors, LLC	0.17%	Add +15.7%	29,918	$2.2M
Clearstead Trust, LLC	0.37%	Reduce -0.5%	29,894	$2.2M
First Trust Advisors LP	0.00%	Add +6.7%	29,660	$2.2M
Endeavor Private Wealth, Inc.	0.67%	Add +50.2%	29,645	$2.2M
TD Private Client Wealth LLC	0.05%	Add +4.5%	29,254	$2.1M
Virtus Family Office LLC	1.99%	Add +87.9%	29,221	$2.1M
MainStreet Investment Advisors LLC	0.28%	Reduce -2.5%	29,106	$2.1M
MassMutual Private Wealth & Trust, FSB	0.05%	Reduce -1.3%	28,882	$2.1M
Silverlake Wealth Management LLC	0.51%	Reduce -14.6%	28,661	$2.1M
Moneta Group Investment Advisors LLC	0.02%	Add +202.5%	28,634	$2.1M
DAVENPORT & Co LLC	0.01%	Add +7.9%	28,584	$2.1M
Riggs Asset Managment Co. Inc.	0.45%	Add +52.1%	28,566	$2.1M
Integrity Alliance, Llc.	0.10%	Reduce -36.2%	28,556	$2.1M
Moors & Cabot, Inc.	0.09%	Add +2.1%	28,501	$2.1M
Sound View Wealth Advisors Group, LLC	0.14%	Reduce -0.7%	28,358	$2.1M
Columbus Macro, LLC	0.23%	Reduce -3.4%	28,348	$2.1M
Sunesis Advisors, LLC	0.96%	—	28,203	$2.1M
Noble Wealth Management PBC	1.09%	—	28,105	$2.0M
Courage Capital Management LLC	2.69%	No change	28,000	$2.0M
Y.D. More Investments Ltd	0.12%	No change	28,000	$2.0M
Davis Wealth Advisors, LLC	1.82%	Add +83.5%	27,860	$2.0M
Silver Oak Securities, Incorporated	0.15%	Reduce -3.3%	27,795	$2.0M
Boyce & Associates Wealth Consulting, Inc.	1.65%	Add +9.0%	27,656	$2.0M
Twin Peaks Wealth Advisors, LLC	0.69%	Add +56.9%	27,631	$2.0M
Wealthgarden F.S. LLC	1.42%	Add +12.5%	24,157	$2.0M
Americana Partners, LLC	0.06%	Add +4.0%	27,219	$2.0M
Regatta Capital Group, LLC	0.31%	Add +0.5%	27,161	$2.0M
Marks Group Wealth Management, Inc	0.18%	No change	27,096	$2.0M
Swmg, LLC	0.60%	Add +51.8%	25,425	$2.0M
Alesco Advisors, LLC, An ESL Co	0.05%	No change	27,037	$2.0M
Azimuth Capital Investment Management LLC	0.07%	Add +22.7%	27,024	$2.0M
Banque Cantonale Vaudoise	0.07%	Add +483.0%	26,969	$2.0M
WESPAC Advisors, LLC	1.14%	Add +4.6%	26,874	$2.0M
Strategic Wealth Partners, Ltd.	0.15%	Add +25.7%	26,849	$2.0M
Macroview Investment Management LLC	1.47%	Add +1.9%	26,834	$2.0M
May Hill Capital, LLC	0.57%	Add +87.8%	26,808	$2.0M
Brown Brothers Harriman & Co.	0.01%	Add +8.5%	26,765	$1.9M
PFG Investments, LLC	0.10%	Add +7.1%	26,393	$1.9M
Venturi Wealth Management, LLC	0.09%	Add +6.2%	26,253	$1.9M
Bleakley Financial Group, LLC	0.04%	Add +0.9%	26,179	$1.9M
Capital Advisors Wealth Management, LLC	0.27%	Reduce -6.0%	26,044	$1.9M
Bristlecone Advisors, LLC	0.16%	Add +5.6%	25,978	$1.9M
Stock Yards Bank & Trust Co.	0.06%	Add +1.1%	25,805	$1.9M
Vanguard Capital Wealth Advisors	1.50%	New	25,702	$1.9M
First Horizon Corp.	0.09%	—	25,605	$1.9M
Composition Wealth, LLC	0.03%	Add +6.7%	25,476	$1.9M
SlateStone Wealth, LLC	0.16%	Add +0.6%	25,311	$1.8M
Petra Financial Advisors Inc.	1.07%	Add +1.0%	25,238	$1.8M
FWL Investment Management, LLC	0.48%	No change	25,216	$1.8M
Greenhouse Wealth Management, LLC	1.10%	No change	25,196	$1.8M
Archford Capital Strategies, LLC	0.22%	New	25,166	$1.8M
WealthBridge Capital Management, LLC	0.42%	Add +1.7%	24,883	$1.8M
Bradley & Co. Private Wealth Management, LLC	1.00%	Add +8.2%	24,871	$1.8M
Intrua Financial, LLC	0.21%	Add +106.2%	24,787	$1.8M
Private Trust Co. NA	0.16%	Add +17.6%	24,700	$1.8M
Vident Advisory, LLC	0.02%	Add +15.3%	24,654	$1.8M
Benjamin Edwards Inc.	0.02%	Add +34.2%	24,634	$1.8M
Myecfo, LLC	0.81%	Reduce -2.9%	24,522	$1.8M
Montis Financial, LLC	0.41%	No change	24,378	$1.8M
M Holdings Securities, Inc.	0.37%	New	24,352	$1.8M
Kingswood Wealth Advisors, LLC	0.11%	Add +9.6%	24,331	$1.8M
Ifrah Financial Services, Inc.	0.46%	Reduce -2.6%	24,225	$1.8M
Ascentis Independent Advisors	0.29%	Add +29.4%	24,033	$1.7M
GeoWealth Management, LLC	0.06%	Add +129.5%	23,944	$1.7M
Cornerstone Planning Group LLC	0.28%	Add +2249.8%	22,864	$1.7M
Comprehensive Money Management Services LLC	1.22%	Reduce -8.4%	23,773	$1.7M
Alterna Wealth Management, Inc.	1.42%	Add +14.9%	23,712	$1.7M
Headlands Technologies LLC	0.14%	New	23,646	$1.7M
Wealth Watch Advisors, INC	0.71%	Add +129.2%	23,640	$1.7M
Hoxton Planning & Management, LLC	0.55%	Add +61.9%	23,422	$1.7M
Tudor Financial Inc.	0.91%	Add +1.4%	23,417	$1.7M
First PREMIER Bank	0.39%	No change	23,414	$1.7M
Latitude Advisors, LLC	0.78%	Reduce -4.1%	23,392	$1.7M
IFG Advisory, LLC	0.08%	Add +11.8%	23,187	$1.7M
Ancora Advisors LLC	0.03%	Reduce -84.7%	23,185	$1.7M
Hutchinson Capital Management	0.29%	No change	23,132	$1.7M
New Republic Capital, LLC	0.51%	Add +26.7%	22,915	$1.7M
Coldstream Capital Management Inc.	0.02%	Add +182.1%	22,898	$1.7M
Country Club Bank	0.10%	Add +5.6%	22,983	$1.7M
Sheridan Capital Management, LLC	0.87%	New	22,751	$1.7M
Vestmark Advisory Solutions, Inc.	0.03%	Reduce -95.3%	22,687	$1.7M
PBMares Wealth Management LLC	0.27%	Reduce -1.9%	22,634	$1.6M
Sageworth Trust Co	0.08%	No change	22,496	$1.6M
Mayflower Financial Advisors, LLC	0.20%	Add +11.3%	22,357	$1.6M
Blossom Wealth Management	2.62%	Add +2.5%	22,267	$1.6M
Wealthstar Advisors, LLC	0.64%	Add +37.4%	22,217	$1.6M
Forum Financial Management, LP	0.02%	No change	21,897	$1.6M
Gateway Wealth Partners, LLC	0.21%	Add +51.2%	21,835	$1.6M
Terra Nova Asset Management LLC	1.00%	No change	21,766	$1.6M
Barclays PLC	0.00%	Add +61.3%	21,718	$1.6M
Jacobi Capital Management LLC	0.10%	Add +0.0%	21,603	$1.6M
Sax Wealth Advisors, LLC	0.08%	Reduce -0.7%	21,461	$1.6M
MAS Advisors LLC	2.45%	Reduce -2.7%	21,291	$1.5M
CM Wealth Advisors LLC	0.40%	New	21,033	$1.5M
Mosaic Family Wealth Partners, LLC	0.18%	Add +47.1%	21,189	$1.5M
Coppell Advisory Solutions LLC	0.16%	Reduce -19.6%	21,070	$1.5M
Barnes Wealth Management Group, Inc	0.84%	Add +36.1%	20,874	$1.5M
Nwam LLC	0.08%	Add +16.2%	18,672	$1.5M
Natixis Advisors, LLC	0.00%	Add +75.4%	20,807	$1.5M
Keystone Wealth Services, LLC	0.33%	Add +0.7%	20,775	$1.5M
Principle Wealth Partners LLC	0.09%	Add +11.9%	20,769	$1.5M
Simmons Bank	0.10%	Add +1.0%	20,704	$1.5M
Monograph Wealth Advisors, LLC	0.15%	Add +240.6%	20,627	$1.5M
Westside Investment Management, Inc.	0.24%	No change	20,568	$1.5M
Kanawha Capital Management LLC	0.10%	Add +0.0%	20,287	$1.5M
Transcend Capital Advisors, LLC	0.10%	Add +15.7%	20,034	$1.5M
Avory & Company, LLC	0.88%	No change	20,000	$1.5M
Narus Financial Partners, LLC	0.40%	Add +10.8%	19,967	$1.5M
Pilgrim Partners Asia Pte Ltd	0.64%	—	19,830	$1.4M
Old National Bancorp	0.02%	No change	19,826	$1.4M
Port Capital LLC	0.06%	Reduce -5.3%	19,750	$1.4M
Florida Trust Wealth Management Co	0.04%	No change	19,719	$1.4M
Valeo Financial Advisors, LLC	0.03%	Reduce -7.9%	19,667	$1.4M
ETF Store, Inc.	1.52%	Reduce -13.1%	19,655	$1.4M
Alaska Wealth Advisors, LLC	0.19%	Reduce -64.8%	19,638	$1.4M
Edge Financial Advisors LLC	0.64%	Add +237.3%	19,603	$1.4M
Pinnacle Financial Partners Inc	0.03%	Reduce -23.1%	19,555	$1.4M
Quantum Portfolio Management LLC	0.42%	Add +54.0%	19,554	$1.4M
Certuity, LLC	0.10%	Add +0.1%	19,545	$1.4M
Mitsubishi UFJ Asset Management Co., Ltd.	0.00%	Reduce -11.5%	19,524	$1.4M
Robertson Stephens Wealth Management, LLC	0.04%	Reduce -50.5%	19,328	$1.4M
Elevation Point Wealth Partners, LLC	0.10%	Add +65.9%	19,110	$1.4M
Fort Point Capital Partners LLC	0.17%	No change	18,926	$1.4M
Northstar Financial Companies, Inc.	1.27%	New	18,828	$1.4M
ICONIQ Capital, LLC	0.02%	Reduce -24.1%	18,779	$1.4M
Moulton Wealth Management, Inc.	0.99%	Reduce -6.5%	18,759	$1.4M
Cary Street Partners Financial LLC	0.04%	Add +0.1%	18,732	$1.4M
Ballew Advisors, Inc	0.76%	Add +3.3%	17,460	$1.4M
Douglass Winthrop Advisors, LLC	0.02%	No change	18,680	$1.4M
Jordan Park Trust Co LLC	1.32%	No change	18,651	$1.4M
Global Wealth Management, LLC	0.71%	No change	18,488	$1.3M
First Heartland Consultants, Inc.	0.11%	Add +31.1%	18,457	$1.3M
Mraz, Amerine & Associates, Inc.	0.21%	Reduce -2.4%	18,409	$1.3M
Betterment LLC	0.00%	Add +88.5%	18,329	$1.3M
Kayne Anderson Rudnick Investment Management LLC	0.00%	No change	18,437	$1.3M
Independent Wealth Network Inc.	0.43%	Add +14.1%	18,248	$1.3M
Sheets Smith Wealth Management	0.15%	Add +0.2%	18,244	$1.3M
Redhawk Wealth Advisors, Inc.	0.15%	Reduce -82.9%	18,226	$1.3M
Clarion Wealth Managment Partners, LLC	1.30%	Add +1.3%	18,143	$1.3M
Maia Wealth LLC	0.22%	Add +5.4%	17,025	$1.3M
Novem Group	0.16%	Reduce -0.8%	18,094	$1.3M
Accredited Wealth Management, LLC	0.98%	Reduce -96.5%	615	$1.3M
Bright Financial Advisors, Inc.	0.64%	Reduce -2.1%	17,897	$1.3M
Wealth Management Associates, Inc.	0.46%	Add +0.1%	17,868	$1.3M
Beam Wealth Advisors, Inc.	0.35%	Reduce -1.1%	17,799	$1.3M
Ibex Wealth Advisors	0.12%	Reduce -0.5%	17,703	$1.3M
CoreCap Advisors, LLC	0.05%	Add +18.8%	17,633	$1.3M
5th Street Advisors, LLC	0.63%	Add +5.6%	17,622	$1.3M
Verus Capital Partners, LLC	0.10%	Add +53.9%	17,541	$1.3M
S.A. Mason LLC	0.56%	Add +0.0%	17,412	$1.3M
KCM Investment Advisors LLC	0.04%	No change	17,365	$1.3M
Lantz Financial LLC	0.28%	Add +30.1%	17,322	$1.3M
Private Wealth Asset Management, LLC	0.15%	Add +0.6%	17,279	$1.3M
Signaturefd, LLC	0.02%	Add +22.1%	17,268	$1.3M
Phillips Financial Management, LLC	0.08%	Reduce -2.2%	17,262	$1.3M
FFG Partners, LLC	0.34%	Reduce -6.4%	17,239	$1.3M
Capital Investment Advisors, LLC	0.02%	Add +0.6%	17,223	$1.3M
S&co Inc.	0.08%	No change	17,174	$1.2M
ERn Financial, LLC	0.25%	Add +3.3%	17,102	$1.2M
Silvia McColl Wealth Management, LLC	0.84%	No change	17,042	$1.2M
Evermay Wealth Management LLC	0.14%	Reduce -0.9%	17,010	$1.2M
Dynamic Advisor Solutions LLC	0.04%	Add +10.1%	16,968	$1.2M
Auxano Advisors, LLC	0.26%	Reduce -2.3%	16,865	$1.2M
Ellis Investment Partners, LLC	0.22%	Add +0.5%	16,665	$1.2M
Arete Wealth Advisors, LLC	0.08%	Reduce -24.1%	16,576	$1.2M
DMC Group, LLC	0.84%	Reduce -6.0%	16,582	$1.2M
Avidian Wealth Enterprises, LLC	0.05%	Add +8.0%	16,580	$1.2M
Diversified Trust Co.	0.02%	Add +7.7%	16,556	$1.2M
Two Sigma Securities, LLC	0.18%	Add +131.6%	16,498	$1.2M
Essex Financial Services, Inc.	0.07%	Add +0.3%	16,420	$1.2M
RCS Financial Planning, LLC	0.53%	Add +72.8%	16,401	$1.2M
Bison Wealth, LLC	0.11%	Reduce -27.5%	15,793	$1.2M
Curated Wealth Partners LLC	0.14%	New	16,358	$1.2M
Mill Capital Management, LLC	0.09%	No change	16,250	$1.2M
Financial Engines Advisors L.L.C.	0.00%	Add +1.1%	16,211	$1.2M
Forefront Wealth Partners, LLC	0.30%	New	16,201	$1.2M
Crosspoint Financial, LLC	2.89%	Reduce -9.1%	16,180	$1.2M
Outlook Wealth Advisors, LLC	0.29%	Reduce -3.2%	16,170	$1.2M
Cascade Financial Partners, LLC	0.13%	No change	15,992	$1.2M
HORAN Wealth, LLC	0.18%	Add +1.9%	15,685	$1.1M
Sovereign Financial Group, Inc.	0.21%	Add +10.1%	15,665	$1.1M
Brighton Jones LLC	0.03%	Add +32.9%	15,646	$1.1M
Sharper & Granite LLC	0.41%	Reduce -25.8%	15,640	$1.1M
Mission Wealth Management, LP	0.02%	Reduce -4.2%	15,631	$1.1M
First National Trust Co	0.04%	Add +0.9%	15,541	$1.1M
Blue Fin Capital, Inc.	0.18%	Reduce -0.7%	15,396	$1.1M
JT Stratford LLC	0.15%	Add +15.3%	15,384	$1.1M
Cliftonlarsonallen Wealth Advisors, LLC	0.02%	No change	15,356	$1.1M
Waverly Advisors, LLC	0.01%	Add +11.3%	15,339	$1.1M
Flagstar Securities, Inc.	0.34%	Reduce -74.9%	15,260	$1.1M
Northcape Wealth Management, LLC	0.32%	Reduce -1.2%	15,246	$1.1M
Provenance Wealth Advisors, LLC	0.14%	Reduce -1.3%	15,105	$1.1M
Tarbox Family Office, Inc.	0.16%	No change	15,077	$1.1M
Gladstone Institutional Advisory LLC	0.04%	Add +3.7%	15,067	$1.1M
Mirador Capital Partners LP	0.16%	Reduce -1.1%	15,063	$1.1M
Brookwood Investment Group LLC	0.14%	Add +1.8%	15,063	$1.1M
Investment Management Corp. /Va/	0.94%	Add +1.9%	14,985	$1.1M
Obermeyer Wealth Partners	0.05%	Add +113.1%	14,978	$1.1M
Glenview Trust Co	0.02%	Add +20.4%	14,913	$1.1M
Aberdeen Wealth Management LLC	0.68%	No change	14,912	$1.1M
Total Clarity Wealth Management, Inc.	0.29%	Reduce -7.5%	14,901	$1.1M
Titleist Asset Management, LLC	0.10%	Add +18.6%	14,847	$1.1M
Central Bank & Trust Co.	0.17%	Add +19.8%	14,844	$1.1M
Compass Wealth Management, LLC	0.47%	No change	14,738	$1.1M
Atlatl Advisers LLC	0.43%	Add +18.9%	14,723	$1.1M
Farmers & Merchants Investments Inc.	0.03%	Add +0.1%	14,552	$1.1M
Trustmark Bank Trust Department	0.07%	Reduce -1.5%	14,451	$1.1M
JFS Wealth Advisors, LLC	0.06%	Add +11.0%	14,438	$1.1M
Marmo Financial Group, LLC	0.51%	Reduce -0.4%	14,344	$1.0M
Axecap Investments, LLC	0.64%	Add +1.0%	14,316	$1.0M
Maridea Wealth Management LLC	0.16%	Add +14.3%	12,571	$1.0M
United Asset Strategies, Inc.	0.08%	Reduce -33.8%	14,190	$1.0M
Hobbs Group Advisors, LLC	0.32%	No change	14,178	$1.0M
First Manhattan Co. Llc.	0.00%	No change	14,100	$1.0M
Signature Estate & Investment Advisors LLC	0.02%	Add +13.5%	14,085	$1.0M
Wescott Financial Advisory Group, LLC	0.09%	No change	14,006	$1.0M
Capital & Planning, LLC	0.63%	Add +57.9%	13,988	$1.0M
Embree Financial Group	0.14%	Add +149.5%	13,944	$1.0M
BCU Wealth Advisors, LLC	0.41%	Add +240.1%	13,922	$1.0M
AA Financial Advisors, LLC	0.20%	Add +2.6%	13,886	$1.0M
Retirement Wealth Solutions LLC	0.66%	Add +74.3%	13,794	$1.0M
A4 Wealth Advisors LLC	0.84%	—	13,764	$1.0M
Townsquare Capital LLC	0.15%	Reduce -32.8%	13,461	$980K
Hanson & Doremus Investment Management	0.12%	Reduce -1.0%	13,451	$979K
American National Bank & Trust	0.10%	Reduce -27.5%	13,451	$979K
Rothschild Wealth LLC	0.21%	Add +6.0%	13,450	$979K
Cedar Wealth Management, LLC	0.30%	No change	13,365	$973K
Community Bank, N.A.	0.12%	Add +7.2%	13,318	$969K
AlphaCore Capital LLC	0.03%	Reduce -53.7%	13,226	$962K
Financial Advocates Investment Management	0.54%	Reduce -56.9%	13,084	$952K
Nova Wealth Management, Inc.	0.67%	Add +7.5%	13,073	$951K
Forvis Mazars Wealth Advisors, LLC	0.02%	Add +4.4%	13,063	$951K
Swisher Financial Concepts, Inc.	0.57%	New	13,059	$950K
Kornitzer Capital Management Inc.	0.02%	Reduce -14.3%	13,058	$950K
First Bank & Trust	0.16%	New	13,051	$950K
Angeles Wealth Management, LLC	0.06%	No change	13,000	$946K
Alpha Financial Partners LLC	0.61%	Reduce -8.3%	12,946	$942K
Firethorn Wealth Partners, LLC	0.37%	Add +32.7%	12,928	$941K
Riverpoint Wealth Management Holdings, LLC	0.21%	New	12,873	$937K
Landing Point Financial Group, LLC	0.49%	Add +88.4%	12,859	$936K
Grey Ledge Advisors, LLC	0.21%	Reduce -1.3%	12,814	$932K
Cordgrass Capital Advisors, LLC	0.23%	No change	12,793	$931K
Mission Creek Capital Partners, Inc.	0.18%	Reduce -0.8%	12,757	$928K
NWF Advisory Services Inc.	0.10%	Add +106.6%	12,745	$927K
Berger Financial Group, Inc	0.06%	Add +114.5%	12,729	$926K
Doliver Advisors, LP	0.24%	Reduce -8.8%	12,650	$921K
JTC Employer Solutions Trustee Ltd	0.08%	Reduce -29.1%	12,632	$920K
PDS Planning, Inc	0.06%	Add +0.0%	12,547	$913K
Ameliora Wealth Management Ltd.	0.30%	No change	12,500	$910K
Pinnacle Associates Ltd.	0.01%	Reduce -0.3%	12,448	$906K
Hirtle & Co., LLC	0.04%	No change	12,402	$902K
Wedmont Private Capital	0.03%	Add +67.0%	12,021	$902K
Boston Family Office LLC	0.06%	No change	12,421	$901K
Empowered Funds, LLC	0.01%	Add +78.0%	12,360	$899K
Graham Capital Wealth Management, LLC	0.92%	Reduce -0.6%	12,352	$899K
Tradition Wealth Management, LLC	0.06%	Add +9.9%	12,042	$876K
Armbruster Capital Management, Inc.	0.15%	No change	12,000	$873K
Global Financial Private Client, LLC	0.31%	Add +4.9%	11,827	$861K
Colony Family Offices, LLC	0.22%	No change	11,820	$860K
Hancock Whitney Corp.	0.02%	No change	11,787	$858K
W.G. Shaheen & Associates DBA Whitney & Co	0.08%	Reduce -13.9%	11,744	$855K
Fairvoy Private Wealth, LLC	0.19%	Reduce -0.3%	11,713	$852K
Rebalance, LLC	0.05%	New	11,554	$841K
Beacon Financial Advisory LLC	0.19%	Add +11.7%	11,487	$836K
Werba Rubin Papier Wealth Management	0.13%	No change	11,443	$833K
Edmond DE Rothschild Holding S.A.	0.01%	No change	11,435	$832K
MBL Wealth, LLC	0.07%	Add +0.2%	11,321	$824K
Colonial Trust Co / SC	0.11%	No change	11,267	$820K
Laird Norton Wetherby Wealth Management, LLC	0.03%	Add +3.3%	11,205	$815K
Heritage Financial Services, LLC	0.07%	New	11,065	$805K
Bogart Wealth, LLC	0.03%	Add +0.5%	11,033	$803K
Integrated Investment Consultants, LLC	0.14%	No change	15,849	$801K
Stokes Family Office, LLC	0.08%	Reduce -88.3%	10,985	$799K
Jamison Private Wealth Management, Inc.	0.10%	No change	10,887	$792K
Trivium Point Advisory, LLC	0.08%	No change	10,850	$790K
Phoenix Wealth Advisors	0.30%	Reduce -1.8%	10,792	$785K
North Forty Two & Co.	0.76%	No change	10,729	$781K
GC Wealth Management RIA, LLC	0.03%	Reduce -2.9%	10,726	$781K
Peapack Gladstone Financial Corp.	0.01%	Add +16.6%	10,639	$774K
Texas Yale Capital Corp.	0.02%	No change	10,600	$771K
Appleton Partners Inc.	0.05%	Reduce -1.2%	10,542	$767K
Arrowroot Family Office, LLC	0.31%	Add +0.2%	10,515	$765K
Valmark Advisers, Inc.	0.01%	Add +0.0%	10,495	$764K
Blue Chip Partners, LLC	0.06%	Add +1.0%	10,483	$763K
HUB Investment Partners, LLC	0.03%	Add +58.1%	10,471	$762K
Drive Wealth Management, LLC	0.16%	Add +0.0%	10,432	$759K
Advance Capital Management, Inc.	0.03%	Add +3.7%	10,416	$758K
Sentinel Pension Advisors, LLC	0.12%	Reduce -6.4%	10,299	$749K
Keel Point, LLC	0.05%	No change	10,285	$748K
OneAscent Financial Services LLC	0.05%	Reduce -7.3%	10,279	$748K
Atala Financial Inc	0.47%	No change	10,225	$744K
Bank of Nova Scotia	0.00%	Reduce -14.3%	10,201	$742K
TCFG Wealth Management, LLC	0.29%	Add +19.2%	10,108	$736K
Private Client Services, LLC	0.25%	Add +24.6%	10,079	$733K
Pure Portfolios Holdings LLC	0.23%	Reduce -0.4%	10,071	$733K
Optiver Holding B.V.	0.01%	New	10,045	$731K
Wisconsin Capital Management LLC	0.37%	Add +38.7%	10,040	$731K
Clarity Financial LLC	0.07%	Add +17.6%	10,019	$729K
Hengehold Capital Management LLC	0.06%	No change	10,000	$728K
Sterling Investment Advisors LLC	0.36%	Add +17.4%	9,989	$727K
W Advisors, LLC	0.38%	Add +26.1%	9,944	$724K
Helium Advisors LLC	0.60%	No change	9,940	$723K
Astoria Portfolio Advisors LLC.	0.19%	Add +14.9%	9,428	$719K
New Millennium Group LLC	0.33%	Add +829.3%	9,860	$718K
Larson Financial Group LLC	0.03%	Reduce -18.5%	9,840	$716K
Beckerman Institutional, LLC	0.42%	Add +24.8%	9,836	$716K
Clifford Swan Investment Counsel LLC	0.02%	No change	9,773	$711K
Frank, Rimerman Advisors LLC	0.05%	No change	9,729	$708K
Patten & Patten Inc.	0.04%	Reduce -0.1%	9,725	$708K
SFE Investment Counsel	0.11%	No change	9,717	$707K
Towne Trust Company, N.A	0.23%	Reduce -3.0%	9,700	$706K
Essex Bank	0.16%	Add +3.5%	9,677	$704K
EPG Wealth Management LLC	0.19%	No change	9,670	$704K
Fifth Third Bancorp	0.00%	Add +41.8%	9,657	$703K
Birch Hill Investment Advisors LLC	0.03%	New	9,652	$702K
Black Diamond Financial, LLC	0.08%	No change	9,644	$702K
Financial Synergies Wealth Advisors, Inc.	0.07%	Reduce -14.2%	9,551	$695K
Muirfield Wealth Advisors LLC	0.51%	Add +7.2%	9,517	$693K
Badgley Phelps Wealth Managers, LLC	0.01%	Add +3.0%	9,512	$692K
Staley Capital Advisers Inc.	0.03%	Reduce -1.0%	9,478	$690K
Meridian Wealth Management, LLC	0.03%	Reduce -4.7%	9,457	$688K
Councilor Wealth, LLC	0.32%	Add +0.7%	9,372	$682K
Pinnacle Bancorp, Inc.	0.20%	Reduce -8.6%	9,321	$678K
Exchange Bank	0.47%	Add +5.5%	9,269	$675K
Schmidt P J Investment Management Inc.	0.11%	Add +17.2%	9,256	$674K
Curi Capital, LLC	0.01%	Reduce -2.3%	9,240	$672K
Beese Fulmer Investment Management, Inc.	0.05%	Add +14.4%	9,213	$670K
Winch Advisory Services, LLC	0.15%	No change	9,195	$669K
Cozad Asset Management Inc.	0.05%	Add +33.4%	9,189	$669K
Catawba River Capital	0.30%	No change	9,163	$667K
Northwest Capital Management Inc	0.70%	Reduce -54.6%	9,153	$666K
Euro Pacific Asset Management, LLC	0.08%	No change	9,061	$659K
Fullcircle Wealth LLC	0.23%	Add +83.2%	8,867	$658K
Regimen Wealth, LLC	0.20%	Add +0.7%	9,045	$658K
BXM Wealth LLC	0.62%	Reduce -11.9%	9,000	$655K
Brandywine Oak Private Wealth LLC	0.06%	No change	9,000	$655K
ORG Partners LLC	0.12%	Add +2.0%	8,763	$653K
Aspire Private Capital, LLC	0.14%	Add +48.8%	8,925	$649K
Greenleaf Trust	0.01%	Reduce -2.6%	8,906	$648K
Endowment Wealth Management, Inc.	0.29%	Reduce -0.3%	8,894	$647K
Berkeley Capital Partners, LLC	0.15%	Add +2.4%	8,883	$646K
Evolution Wealth Advisors, LLC	0.09%	Add +1.5%	8,875	$646K
Three Cord True Wealth Management, LLC	0.44%	No change	8,843	$644K
Vantage Point Financial LLC	0.25%	Add +41.8%	8,788	$640K
4WEALTH Advisors, Inc.	0.59%	Add +12.0%	8,785	$639K
Austin Private Wealth, LLC	0.05%	Reduce -12.0%	8,761	$638K
Crestwood Advisors Group, LLC	0.01%	No change	8,729	$635K
PUREfi Wealth, LLC	0.49%	Add +23.8%	8,720	$635K
Belpointe Asset Management LLC	0.02%	Add +15.7%	8,699	$633K
Horizon Kinetics Asset Management LLC	0.01%	No change	8,690	$632K
Capital Squared Financial LLC	0.55%	Add +0.1%	8,688	$632K
KKM Financial LLC	0.20%	No change	8,683	$632K
SeaCrest Wealth Management, LLC	0.07%	Reduce -8.4%	8,264	$630K
Signal Advisors Wealth, LLC	0.06%	Reduce -70.2%	8,639	$629K
SCS Capital Management LLC	0.01%	Add +0.5%	8,558	$623K
First Nebraska Trust Co	0.06%	No change	8,500	$619K
BKM Wealth Management, LLC	0.23%	Add +10.4%	8,470	$616K
Capital Planning Advisors, LLC	0.08%	No change	8,464	$616K
Farmers Trust Co.	0.10%	Reduce -2.9%	8,316	$605K
Northstar Advisory Group, LLC	0.25%	New	8,304	$604K
Milestone Asset Management, LLC	0.11%	Add +28.1%	8,297	$604K
Ingalls & Snyder LLC	0.02%	Reduce -0.4%	8,293	$603K
Compass Ion Advisors, LLC	0.06%	No change	8,276	$602K
FSM Wealth Advisors, LLC	0.08%	New	8,189	$596K
Lowe Brockenbrough & Co. Inc.	0.03%	Add +0.3%	8,188	$596K
Disciplined Investors, L.L.C.	0.42%	Add +1.9%	8,180	$595K
CWA Asset Management Group, LLC	0.02%	Add +28.5%	8,106	$590K
Viewpoint Capital Management LLC	0.26%	Reduce -14.0%	8,094	$589K
Woodward Diversified Capital, LLC	0.27%	Reduce -0.5%	8,070	$587K
GWN Securities Inc.	0.14%	Add +25.4%	8,013	$586K
Lakeridge Wealth Management LLC	0.26%	Reduce -2.3%	7,972	$580K
Great Diamond Partners, LLC	0.11%	No change	7,967	$580K
WBH Advisory Inc.	0.04%	Reduce -1.7%	7,924	$577K
Visionary Wealth Advisors	0.03%	Add +32.8%	7,914	$576K
HBK Sorce Advisory LLC	0.01%	Add +2.5%	7,260	$576K
SVB Wealth LLC	0.03%	No change	7,902	$575K
Cynosure Group, LLC	0.06%	New	7,872	$573K
Dynamic Financial Group	0.50%	Reduce -13.1%	7,867	$572K
Aspiriant, LLC	0.02%	Add +1.8%	7,854	$572K
Wealthspire Retirement, LLC	0.04%	New	7,851	$571K
Stegent Equity Advisors, Inc.	0.46%	No change	7,832	$570K
Whalerock Point Partners, LLC	0.12%	No change	7,811	$568K
Tacita Capital Inc	0.34%	No change	7,777	$566K
Optivise Advisory Services LLC	0.34%	Add +8.5%	7,763	$565K
Meritage Portfolio Management	0.04%	No change	7,760	$565K
Atlantic Union Bankshares Corp	0.01%	Reduce -1.7%	7,748	$564K
Patten Group, Inc.	0.11%	Reduce -0.7%	7,715	$561K
Moment Partners, LLC	0.10%	Add +86.8%	7,705	$561K
Clearbridge Investments, LLC	0.00%	No change	7,701	$560K
SageView Advisory Group, LLC	0.02%	Add +1.8%	7,670	$558K
Galvin, Gaustad & Stein, LLC	0.05%	Add +0.8%	7,655	$557K
Janus Henderson Group PLC	0.00%	Add +17.6%	7,563	$550K
McAdam, LLC	0.03%	Reduce -1.6%	7,560	$550K
SFI Advisors, LLC	0.35%	New	7,529	$548K
WASHINGTON TRUST Co	0.02%	No change	7,510	$547K
Professional Advisory Services Inc.	0.06%	New	7,508	$546K
Arrien Investments, Inc.	0.32%	No change	7,500	$546K
Simon Quick Advisors, LLC	0.02%	New	7,500	$546K
XML Financial, LLC	0.04%	Add +2.4%	7,482	$544K
Journey Advisory Group, LLC	0.04%	Add +3.0%	7,476	$544K
Aries Wealth Management	0.13%	Add +10.4%	7,467	$543K
Soltis Investment Advisors LLC	0.04%	Add +24.2%	7,453	$542K
Lake Street Private Wealth, LLC	0.07%	Reduce -2.4%	7,442	$542K
Pinnacle Wealth Planning Services, Inc.	0.06%	Reduce -8.6%	7,441	$541K
Golden State Wealth Management, LLC	0.06%	Reduce -28.4%	7,415	$540K
Riverbend Wealth Management, LLC	0.38%	Add +0.8%	7,388	$538K
Legacy Edge Advisors, LLC	0.06%	Add +17.6%	7,364	$536K
Kovack Advisors, Inc.	0.05%	Reduce -1.5%	7,350	$535K
Two West Capital Advisors LLC	0.32%	Add +43.2%	6,903	$534K
Benchmark Investment Advisors LLC	0.31%	—	7,320	$533K
DGS Capital Management, LLC	0.10%	Reduce -1.6%	7,274	$529K
Orcam Financial Group	0.43%	No change	7,264	$529K
Lantern Wealth Advisors, LLC	0.28%	Add +11.1%	7,259	$528K
First City Capital Management, Inc.	0.28%	No change	7,243	$527K
Schrum Private Wealth Management LLC	0.39%	Add +12.5%	7,217	$525K
Durante & Waters, LLC	0.39%	No change	7,200	$524K
Integral Investment Advisors, Inc.	0.14%	No change	7,192	$523K
Williams & Novak, LLC	0.40%	No change	7,184	$523K
Florida Financial Advisors, LLC	0.16%	Reduce -54.0%	7,179	$522K
Manchester Capital Management LLC	0.07%	Add +0.7%	7,175	$522K
Absolute Capital Management, LLC	0.22%	Add +67.2%	7,131	$519K
Solidarity Wealth, LLC	0.11%	No change	7,087	$516K
Koa Wealth Management, LLC	0.38%	Add +3.2%	7,065	$514K
Valley Forge Investment Consultants Inc. Adv	0.15%	No change	7,058	$514K
StoneX Group Inc.	0.02%	Reduce -20.8%	7,054	$513K
Panoramic Investment Advisors, LLC	0.29%	Add +2.9%	7,030	$512K
IPG Investment Advisors LLC	0.09%	No change	7,007	$510K
Matrix Trust Co	0.08%	Reduce -6.3%	6,962	$507K
Inspirion Wealth Advisors, LLC	0.07%	No change	10,153	$505K
Pinnacle Wealth Management Advisory Group, LLC	0.04%	No change	6,933	$505K
WealthCollab, LLC	0.23%	Add +130.5%	6,914	$503K
Quadrant Private Wealth Management, LLC	0.09%	Add +2.5%	6,912	$503K
Cambridge Advisors Inc.	0.10%	Reduce -0.6%	6,893	$502K
Indiana Trust & Investment Management Co	0.15%	No change	6,885	$501K
Nemes Rush Group LLC	0.05%	Reduce -1.1%	6,852	$499K
Twin Lakes Capital Management, LLC	0.23%	No change	6,829	$497K
Armstrong, Fleming & Moore, Inc	0.24%	No change	6,820	$496K
Summit Global Investments	0.03%	Add +12.9%	6,810	$496K
CX Institutional	0.01%	Add +295.2%	6,773	$493K
Sandy Cove Advisors, LLC	0.16%	No change	6,757	$492K
Signature Wealth Management Group	0.19%	Add +40.3%	6,743	$491K
Spinnaker Investment Group, LLC	0.09%	New	6,712	$488K
Sand Hill Global Advisors, LLC	0.02%	No change	6,669	$485K
Kathleen S. Wright Associates Inc.	0.18%	No change	6,649	$484K
Wynn Capital, LLC	0.23%	No change	6,646	$484K
West Branch Capital LLC	0.13%	No change	6,630	$482K
Broadway Wealth Solutions, Inc.	0.27%	No change	6,612	$481K
Potomac Fund Management Inc.	0.02%	Reduce -11.5%	6,576	$479K
CGN Advisors LLC	0.04%	Add +4.9%	6,561	$477K
Cooper/Haims Advisors, LLC	0.22%	New	6,548	$476K
LRI Investments, LLC	0.04%	No change	6,548	$476K
World Equity Group, Inc.	0.11%	Reduce -37.9%	6,531	$475K
Sonora Investment Management Group, LLC	0.03%	Reduce -32.7%	6,525	$475K
Klingman & Associates, LLC	0.02%	Reduce -7.0%	6,503	$473K
Baker Ellis Asset Management LLC	0.06%	No change	6,500	$473K
Magnus Financial Group LLC	0.04%	Add +9.1%	6,455	$470K
Atlas Wealth Partners, LLC	0.48%	Add +8.8%	6,442	$469K
Woodmont Investment Counsel LLC	0.03%	No change	6,437	$468K
International Assets Investment Management, LLC	0.04%	No change	7,423	$467K
Isthmus Partners, LLC	0.05%	Reduce -32.8%	6,400	$466K
Sound Income Strategies, LLC	0.03%	Add +10.2%	6,223	$466K
Pullen Investment Management, LLC	0.25%	Reduce -0.3%	6,381	$464K
Itau Unibanco Holding S.A.	0.02%	Reduce -20.6%	6,379	$464K
Copia Wealth Management	0.34%	Reduce -3.7%	6,366	$463K
Howard Financial Services, LTD.	0.06%	No change	6,358	$463K
Bourgeon Capital Management LLC	0.09%	No change	6,346	$462K
CRA Financial Services, LLC	0.06%	Reduce -1.6%	6,334	$461K
Genesis Wealth Advisors, LLC	0.32%	No change	6,326	$460K
Avantra Family Wealth, Inc.	0.34%	Add +47.8%	6,319	$460K
KW Wealth Management LLC	0.78%	—	6,276	$457K
Fortitude Family Office, LLC	0.12%	Add +7.7%	6,267	$456K
TCP Asset Management, LLC	0.08%	No change	6,231	$453K
Reliant Wealth Planning	0.15%	Reduce -25.5%	6,198	$451K
Van Eck Associates Corp.	0.00%	No change	6,194	$451K
WESPAC Advisors SoCal, LLC	0.09%	Reduce -6.0%	6,183	$450K
Harbor Investment Advisory, LLC	0.04%	Add +2.4%	6,183	$450K
Sound Stewardship, LLC	0.21%	No change	6,150	$448K
Squarepoint Ops LLC	0.00%	Reduce -27.4%	6,143	$447K
Brooklyn Investment Group	0.06%	No change	7,226	$445K
DBK Financial Counsel, LLC	0.37%	New	6,086	$443K
Nilsine Partners, LLC	0.04%	No change	6,082	$443K
Clay Northam Wealth Management, LLC	0.25%	No change	6,065	$441K
White Knight Strategic Wealth Advisors, LLC	0.35%	Add +80.8%	6,039	$439K
Chilton Investment Co. Inc.	0.01%	New	6,030	$439K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH	0.09%	New	5,975	$435K
Calton & Associates, Inc.	0.07%	Add +33.9%	5,965	$434K
Tactive Advisors, LLC	0.12%	No change	5,954	$433K
Brooks, Moore & Associates, Inc.	0.22%	Add +0.1%	5,951	$433K
Certified Advisory Corp	0.04%	Add +4.1%	5,927	$431K
Clear Investment Research, LLC	0.58%	Add +82.3%	5,915	$430K
Tempus Wealth Planning, LLC	0.10%	Add +59.2%	5,907	$430K
Baker Boyer National Bank	0.14%	New	5,895	$429K
Quintet Private Bank (Europe) S.A.	0.02%	No change	5,885	$428K
Foundation Wealth Management, LLC	0.29%	No change	5,877	$428K
Rinkey Investments	0.11%	Add +49.7%	5,875	$428K
BLB&B Advisors, LLC	0.02%	Reduce -0.7%	5,873	$427K
Empirical Asset Management, LLC	0.12%	Reduce -0.2%	5,868	$427K
Midwest Financial Group LLC	0.20%	Reduce -74.6%	5,841	$425K
Continuum Wealth Advisors, LLC	0.18%	No change	5,818	$423K
DDD Partners, LLC	0.03%	Add +50.4%	5,765	$420K
Quattro Financial Advisors LLC	0.13%	No change	5,707	$415K
Richmond Investment Services, LLC	0.08%	New	5,707	$415K
Pillar Financial Advisors, LLC	0.26%	No change	5,670	$413K
Private Advisory Group LLC	0.04%	Add +10.9%	5,667	$412K
SouthState Bank Corp	0.02%	Reduce -1.7%	5,667	$412K
Cape Cod Five Cents Savings Bank	0.04%	No change	8,275	$411K
Advisor OS, LLC	0.04%	Add +34.6%	5,644	$411K
Crumly & Associates Inc.	0.09%	No change	5,640	$410K
Fulton Bank, N.A.	0.01%	Add +0.5%	5,595	$407K
Accredited Investors Inc.	0.02%	Add +21.8%	5,581	$406K
Semus Wealth Partners LLC	0.23%	Add +22.6%	5,560	$405K
Founders Financial Securities LLC	0.03%	Add +16.7%	5,532	$403K
Future Financial Wealth Managment LLC	0.25%	No change	5,500	$400K
Sanders Morris Harris LLC	0.05%	No change	5,498	$400K
Christensen, King & Associates Investment Services, Inc.	0.17%	Reduce -1.8%	5,497	$400K
Tortoise Investment Management, LLC	0.04%	Add +441.1%	5,492	$400K
Blue Bell Private Wealth Management, LLC	0.06%	No change	5,456	$397K
E&G Advisors, LLC	0.09%	New	5,455	$397K
Teamwork Financial Advisors, LLC	0.04%	Add +10.3%	5,453	$397K
Maripau Wealth Management LLC	0.20%	Add +1.1%	5,452	$397K
Prentiss Smith & Co. Inc.	0.22%	No change	5,391	$392K
KMG Fiduciary Partners, LLC	0.03%	New	5,377	$391K
Ssa Swiss Advisors AG	0.18%	Reduce -7.1%	5,365	$390K
Asset Dedication, LLC	0.03%	Reduce -1.2%	5,363	$390K
Archer Investment Corp	0.09%	Reduce -18.8%	5,356	$390K
City Center Advisors, LLC	0.38%	Add +51.0%	5,344	$389K
Summit Wealth Partners, LLC	0.07%	Reduce -5.6%	5,329	$388K
Daymark Wealth Partners, LLC	0.01%	New	5,288	$385K
BlueChip Wealth Advisors LLC	0.16%	No change	5,277	$384K
One Charles Private Wealth Services, LLC	0.10%	No change	5,269	$383K
Norden Group LLC	0.04%	Add +57.0%	5,266	$383K
Rosenberg Matthew Hamilton	0.08%	No change	5,250	$382K
Fiduciary Family Office, LLC	0.11%	No change	5,249	$382K
CFS Investment Advisory Services, LLC	0.03%	Add +1.1%	4,936	$382K
Stone Summit Wealth LLC	0.11%	No change	5,223	$380K
Hazlett, Burt & Watson, Inc.	0.13%	Add +18.1%	5,380	$380K
Quotient Wealth Partners, LLC	0.01%	Add +11.1%	5,207	$379K
Aptus Capital Advisors, LLC	0.00%	Add +3.2%	5,200	$378K
Investment Advisory Group, LLC	0.10%	No change	5,193	$378K
Sincerus Advisory, LLC	0.32%	Add +2.8%	5,184	$377K
Cassaday & Co Wealth Management LLC	0.01%	Reduce -0.3%	5,178	$377K
HHM Wealth Advisors, LLC	0.04%	Add +2.9%	5,164	$376K
Lesa Sroufe & Co	0.30%	No change	5,142	$374K
Avantax Planning Partners, Inc.	0.01%	No change	5,131	$373K
Alpha Cubed Investments, LLC	0.01%	Reduce -44.6%	5,035	$366K
Andina Capital Management, LLC	0.21%	Add +10.2%	5,019	$365K
Fortis Capital Management LLC	0.05%	Add +1.0%	5,015	$365K
Foster Group, Inc.	0.01%	Add +48.6%	5,006	$364K
Golden Road Advisors LLC	0.21%	New	5,000	$364K
Kestra Investment Management, LLC	0.01%	New	4,997	$364K
Pinkerton Wealth, LLC	0.04%	Reduce -22.1%	4,952	$360K
Acorn Wealth Advisors, LLC	0.11%	New	4,946	$360K
Genesis Private Wealth, LLC	0.15%	Reduce -1.1%	4,938	$359K
Continuum Advisory, LLC	0.04%	Add +19.1%	4,937	$359K
Mechanics Financial Corp	0.14%	No change	4,936	$359K
WealthPlan Investment Management, LLC	0.02%	Reduce -80.9%	4,935	$359K
Hutchens & Kramer Investment Management Group, LLC	0.14%	Add +7.7%	4,928	$359K
Dagco, Inc.	0.09%	No change	4,925	$358K
Pallas Capital Advisors LLC	0.01%	Add +0.1%	4,851	$353K
Flagship Harbor Advisors, LLC	0.02%	Add +10.8%	4,842	$352K
Money Concepts Capital Corp.	0.02%	Reduce -30.6%	4,839	$352K
Ethos Financial Group, LLC	0.03%	No change	4,819	$351K
West Paces Advisors Inc.	0.07%	No change	4,815	$350K
Compton Wealth Advisory Group, LLC	0.08%	Reduce -4.5%	4,814	$350K
Smith & Howard Wealth Management, LLC	0.08%	No change	4,748	$346K
Code Waechter LLC	0.23%	Add +4.1%	4,424	$345K
Theory Financial LLC	0.12%	Add +25.0%	4,177	$345K
Warren Street Wealth Advisors, LLC	0.10%	Reduce -1.8%	4,727	$344K
MRP Capital Investments, LLC	0.29%	Reduce -15.4%	5,500	$343K
B.O.S.S. Retirement Advisors, LLC	0.08%	Add +3.6%	4,702	$342K
Davis R M Inc.	0.01%	No change	4,695	$342K
Secure Asset Management, LLC	0.06%	Reduce -6.3%	4,673	$341K
Hillcrest Wealth Advisors - NY, LLC	0.15%	No change	4,650	$338K
Fiduciary Alliance LLC	0.02%	No change	4,649	$338K
Pin Oak Investment Advisors Inc.	0.24%	No change	4,636	$337K
Envision Financial Planning, LLC	0.14%	No change	4,632	$337K
Guidance Point Advisors, LLC	0.08%	No change	4,622	$336K
Center For Asset Management LLC	0.18%	New	4,616	$336K
Bridgewater Advisors Inc.	0.02%	Add +5.0%	4,473	$335K
MKD Wealth Coaches, LLC	0.33%	Reduce -8.9%	4,595	$334K
Blalock Williams, LLC	0.29%	New	4,587	$334K
3EDGE Asset Management, LP	0.02%	Reduce -6.0%	4,580	$333K
Gould Capital, LLC	0.21%	No change	4,569	$332K
BAM Wealth Management, LLC	0.26%	—	4,525	$329K
Chapin Davis, Inc.	0.08%	No change	4,525	$329K
Baron Silver Stevens Financial Advisors, LLC	0.05%	Add +10.6%	4,524	$329K
Joel Isaacson & Co., LLC	0.01%	Add +0.2%	4,524	$329K
Meridian Wealth Partners, LLC	0.05%	Add +0.3%	4,514	$328K
VestGen Investment Management	0.20%	New	4,513	$328K
Valicenti Advisory Services Inc.	0.07%	No change	4,505	$328K
Vance Wealth, LLC	0.10%	Reduce -0.2%	4,500	$327K
Dopkins Wealth Management, LLC	0.14%	Reduce -40.3%	4,486	$326K
Chokshi & Queen Wealth Advisors, Inc	0.17%	Add +11.6%	4,477	$326K
American Asset Management Inc.	0.29%	New	4,473	$326K
TFB Advisors LLC	0.09%	Reduce -14.8%	4,156	$324K
Liberty Square Wealth Partners LLC	0.10%	No change	4,436	$323K
Sfm, LLC	0.19%	Reduce -12.3%	4,419	$322K
NDVR, Inc.	0.27%	No change	4,408	$321K
First National Bank Sioux Falls	0.10%	No change	4,400	$320K
Alteri Wealth LLC	0.11%	No change	4,375	$318K
First Financial Bankshares Inc	0.01%	Add +6.1%	4,348	$316K
Barnes Dennig Private Wealth Management LLC	0.34%	Add +73.2%	4,327	$315K
Elm Partners Management LLC	0.02%	No change	4,314	$314K
Harbour Capital Advisors, LLC	0.06%	No change	4,184	$314K
Atwater Malick LLC	0.09%	No change	4,307	$313K
Tred Avon Family Wealth, LLC	0.11%	—	4,300	$313K
Mid-American Wealth Advisory Group, Inc.	0.14%	Reduce -4.4%	4,298	$313K
Octavia Wealth Advisors, LLC	0.03%	New	4,296	$313K
Jaffetilchin Investment Partners, LLC	0.02%	Reduce -22.4%	4,281	$312K
Naples Global Advisors, LLC	0.02%	No change	4,149	$302K
Plante Moran Financial Advisors, LLC	0.02%	Add +50.1%	4,147	$302K
Cornerstone Wealth Management, LLC	0.02%	Add +7.0%	4,142	$301K
New Hampshire Trust	0.06%	Reduce -4.0%	4,115	$299K
Earned Wealth Advisors, LLC	0.05%	No change	4,113	$299K
Parsons Capital Management Inc.	0.02%	No change	4,104	$299K
Vaughan David Investments LLC	0.01%	No change	4,100	$298K
Trust Co. of Vermont	0.01%	Add +13.9%	4,095	$298K
CCG Wealth Management, LLC	0.14%	New	4,070	$296K
Bragg Financial Advisors, Inc	0.01%	No change	4,061	$296K
BostonPremier Wealth LLC	0.15%	Add +7.0%	4,049	$295K
Gen-Wealth Partners Inc	0.10%	Add +11.8%	4,012	$292K
Vista Capital Partners, Inc.	0.03%	New	3,983	$290K
KG Capital Management	0.08%	Reduce -1.6%	3,972	$289K
West Bancorporation Inc.	0.16%	No change	3,961	$288K
Fiduciary Group, LLC	0.03%	Add +14.6%	3,935	$286K
Focused Wealth Management, Inc	0.03%	Reduce -4.4%	3,931	$286K
Wealth Dimensions Group, Ltd.	0.06%	No change	3,915	$285K
Madison Wealth Partners, Inc	0.06%	Reduce -9.3%	3,911	$285K
Dentgroup LLC	0.18%	New	3,905	$284K
Ritholtz Wealth Management	0.01%	Add +1.2%	3,904	$284K
BTC Capital Management, Inc.	0.02%	No change	3,900	$284K
Concorde Asset Management, LLC	0.12%	—	3,904	$283K
LBMC Investment Advisors, LLC	0.02%	No change	3,878	$282K
Krilogy Financial LLC	0.01%	New	3,741	$281K
Allen Capital Group, LLC	0.03%	Add +5.5%	3,851	$280K
Insight 2811, Inc.	0.12%	Reduce -7.2%	3,845	$280K
Harrington Investments, INC	0.14%	No change	3,843	$280K
M. Kulyk & Associates, LLC	0.06%	No change	3,836	$279K
Burke & Herbert Bank & Trust Co.	0.06%	No change	3,834	$279K
Strategy Asset Managers LLC	0.05%	Reduce -17.4%	3,834	$279K
Allegheny Financial Group	0.05%	New	3,827	$279K
Global Trust Asset Management, LLC	0.13%	Reduce -16.8%	3,827	$278K
Main Street Group, LTD	0.09%	No change	3,824	$278K
Montecito Bank & Trust	0.04%	—	3,820	$278K
Revolve Wealth Partners, LLC	0.03%	No change	3,810	$277K
Bedel Financial Consulting, Inc.	0.04%	No change	3,786	$276K
Graney & King, LLC	0.19%	Reduce -5.8%	3,783	$275K
Genus Capital Management Inc.	0.03%	No change	3,780	$275K
Live Oak Private Wealth LLC	0.04%	Reduce -0.4%	3,773	$275K
Pennington Partners & Co., LLC	0.13%	No change	3,770	$274K
One Day In July LLC	0.02%	Reduce -3.1%	3,763	$274K
BCM Advisors, LLC	0.05%	New	3,660	$273K
Pure Financial Advisors, LLC	0.00%	New	3,751	$273K
Avalon Trust Co	0.02%	New	3,750	$273K
Parallax Volatility Advisers, L.P.	0.01%	Reduce -46.0%	3,750	$273K
BOS Asset Management, LLC	0.08%	New	3,745	$273K
Smartleaf Asset Management LLC	0.02%	Add +32.6%	3,766	$272K
Telos Capital Management, Inc.	0.03%	Reduce -0.8%	3,722	$271K
Summit Wealth Group LLC / Co.	0.03%	New	885	$270K
Financial Partners Group, Inc	0.03%	Reduce -3.8%	3,710	$270K
Diversified Enterprises, LLC	0.02%	Add +0.7%	3,709	$270K
D.B. Root & Company, LLC	0.07%	No change	3,707	$270K
Centric Wealth Management	0.06%	Add +0.4%	3,577	$270K
Cary Street Partners Investment Advisory LLC	0.11%	Add +96.9%	3,694	$269K
LFA - Lugano Financial Advisors SA	0.14%	Add +77.9%	3,684	$268K
International Private Wealth Advisors LLC	0.17%	Reduce -9.8%	3,645	$265K
Mystic Asset Management, Inc.	0.06%	No change	3,631	$264K
Saxon Interests, Inc.	0.10%	No change	4,056	$264K
Argyle Capital Partners, LLC	0.19%	No change	3,627	$264K
Balance Wealth Partners LLC	0.06%	New	3,610	$263K
UNIVEST FINANCIAL Corp	0.01%	Add +4.6%	3,603	$262K
Hardman Johnston Global Advisors LLC	0.01%	No change	3,600	$262K
HCR Wealth Advisors	0.03%	No change	3,594	$261K
Prosperity Consulting Group, LLC	0.01%	New	3,583	$261K
Tru Independence Asset Management 2, LLC	0.17%	No change	3,579	$260K
Caldwell Sutter Capital, Inc.	0.11%	No change	3,565	$259K
Foster & Motley Inc.	0.01%	No change	3,565	$259K
Fisher Asset Management	0.00%	Reduce -64.7%	3,557	$259K
Federation des caisses Desjardins du Quebec	0.00%	Reduce -10.9%	3,553	$259K
Advantage Trust Co	0.12%	No change	3,552	$258K
Cottage Street Advisors LLC	0.11%	Add +2.1%	3,546	$258K
Elevated Capital Advisors, LLC	0.06%	Reduce -3.1%	3,537	$257K
Mairs & Power Inc.	0.00%	No change	3,525	$257K
Radnor Capital Management, LLC	0.04%	No change	3,520	$256K
Whelan Financial	0.08%	New	3,518	$256K
Lyell Wealth Management, LP	0.02%	No change	3,517	$256K
Arbor Investment Advisors, LLC	0.03%	Reduce -45.6%	3,511	$255K
PFG Private Wealth Management, LLC	0.11%	New	3,506	$255K
Integrity Wealth Solutions LLC	0.11%	Reduce -10.4%	3,506	$255K
Obsidian Personal Planning Solutions LLC	0.09%	No change	3,382	$255K
Causey Wealth LLC	0.12%	New	3,497	$254K
Haverford Trust Co	0.00%	New	3,497	$254K
Strategies Wealth Advisors, LLC	0.03%	No change	3,486	$254K
Atlanta Consulting Group Advisors, LLC	0.06%	No change	3,484	$254K
Presidio Capital Management, LLC	0.09%	Add +0.9%	3,481	$253K
WealthPLAN Partners, LLC	0.04%	Reduce -15.0%	3,470	$253K
Alpine Bank Wealth Management	0.04%	No change	3,461	$252K
Zuckerman Investment Group, LLC	0.02%	No change	3,457	$252K
Flagship Wealth Advisors, LLC	0.08%	Add +9.1%	3,456	$251K
Alexander Labrunerie & Co., Inc.	0.09%	Reduce -0.1%	3,450	$251K
Reyes Financial Architecture, Inc.	0.17%	No change	3,448	$251K
Joseph P. Lucia & Associates, LLC	0.09%	New	3,431	$250K
James J. Burns & Company, LLC	0.04%	Add +0.0%	3,431	$250K
Significant Wealth Partners LLC	0.12%	Reduce -6.1%	3,427	$249K
Winthrop Capital Management, LLC	0.06%	No change	3,422	$249K
KFG Wealth Management, LLC	0.04%	Reduce -4.1%	3,397	$247K
WFA of San Diego, LLC	0.17%	Reduce -5.3%	3,384	$246K
J. L. Bainbridge & Co., Inc.	0.02%	Reduce -12.0%	3,376	$246K
Beaumont Financial Advisors, LLC	0.02%	No change	3,375	$246K
Jeppson Wealth Management, LLC	0.08%	No change	3,370	$245K
Dorsey & Whitney Trust CO LLC	0.01%	No change	3,370	$245K
25 LLC	0.08%	New	3,362	$245K
WNY Asset Management, LLC	0.02%	New	3,361	$245K
Worth Asset Management, LLC	0.11%	Reduce -86.2%	3,351	$244K
Zacks Investment Management	0.00%	New	3,346	$243K
Sard Wealth Management Group, LLC	0.14%	No change	3,334	$243K
High Net Worth Advisory Group LLC	0.06%	No change	3,329	$242K
MJP Associates Inc.	0.03%	Reduce -2.3%	3,307	$241K
Smithfield Trust Co	0.01%	No change	3,276	$238K
Beaird Harris Wealth Management, LLC	0.02%	Add +8.3%	3,264	$238K
New Capital Management LP	0.06%	No change	3,250	$237K
Hilltop Partners LLC	0.07%	New	3,246	$236K
Peak Financial Management, Inc.	0.06%	Reduce -13.0%	3,236	$235K
Kings Path Partners LLC	0.09%	No change	3,233	$235K
Ledyard National Bank	0.02%	New	3,232	$235K
Asset Management Group, Inc.	0.04%	No change	3,225	$235K
Ergawealth Advisors, Inc.	0.11%	New	3,212	$234K
Compass Financial Group, INC	0.04%	Reduce -0.1%	3,206	$233K
Busey Bank	0.01%	New	3,200	$233K
Unique Wealth Strategies, LLC	0.09%	New	3,198	$233K
Jackson Wealth Management, LLC	0.02%	Reduce -16.7%	3,191	$232K
Facet Wealth, Inc.	0.00%	New	3,177	$231K
Carrera Capital Advisors	0.04%	New	3,174	$231K
Rockland Trust Co.	0.01%	New	3,174	$231K
Retirement Income Solutions, Inc.	0.04%	New	3,172	$231K
Magnolia Capital Advisors LLC	0.06%	Reduce -73.5%	3,171	$231K
Legacy Capital Wealth Partners, LLC	0.05%	Reduce -15.8%	3,169	$231K
Market Street Wealth Management Advisors LLC	0.04%	New	3,165	$230K
Safeguard Investment Advisory Group, LLC	0.06%	New	3,140	$228K
CJM Wealth Advisers, Ltd.	0.07%	New	3,123	$227K
First Eagle Investment Management, LLC	0.00%	Add +2.1%	3,121	$227K
Trilogy Capital Inc.	0.01%	Reduce -10.5%	3,119	$227K
Calamos Wealth Management LLC	0.01%	New	3,114	$227K
Boreal Capital Management LLC	0.22%	Reduce -13.9%	3,105	$226K
1900 Wealth Management LLC	0.02%	New	3,105	$226K
Evernest Financial Advisors, LLC	0.06%	Reduce -7.3%	3,103	$226K
Accelerate Investment Advisors LLC	0.15%	New	3,084	$224K
Patron Partners, LLC	0.10%	New	3,084	$224K
Willis Johnson & Associates, Inc.	0.01%	New	3,075	$224K
Freedom Investment Management, Inc.	0.06%	Reduce -88.6%	3,034	$221K
Attessa Capital LLC	0.13%	New	3,030	$220K
First Interstate Bank	0.01%	New	3,027	$220K
Pinnacle Family Advisors, LLC	0.10%	New	3,026	$220K
Aprio Wealth Management, LLC	0.02%	Reduce -8.4%	3,024	$220K
Ellevest, Inc.	0.03%	New	3,018	$220K
Kwmg, LLC	0.02%	New	3,015	$219K
Private Wealth Partners, LLC	0.02%	New	3,015	$219K
Carlton Hofferkamp & Jenks Wealth Management, LLC	0.07%	New	2,915	$219K
Garrison Point Advisors, LLC	0.09%	New	3,010	$219K
Gilliland Jeter Wealth Management LLC	0.07%	New	3,007	$219K
Burling Wealth Partners, LLC	0.04%	New	3,006	$219K
Arcus Capital Partners, LLC	0.10%	New	3,002	$218K
Colton Groome Financial Advisors, LLC	0.07%	New	2,988	$217K
Journey Strategic Wealth LLC	0.01%	New	2,985	$217K
Prospera Capital Management, LLC	0.10%	New	2,981	$217K
Fund Evaluation Group, LLC	0.01%	Reduce -27.5%	2,968	$216K
Weaver Consulting Group	0.05%	New	2,955	$215K
Laffer Tengler Investments, Inc.	0.04%	New	2,951	$215K
Demars Financial Group, LLC	0.07%	New	2,927	$213K
Clarkston Capital Partners, LLC	0.00%	New	2,925	$213K
Franklin Street Advisors Inc.	0.01%	New	2,920	$212K
Rothschild Investment LLC	0.01%	No change	2,908	$212K
Lifestyle Asset Management, Inc.	0.07%	New	2,879	$210K
Awm Capital, LLC	0.02%	New	2,868	$209K
Venture Visionary Partners LLC	0.01%	New	2,850	$207K
Hendershot Investments Inc.	0.03%	New	2,850	$207K
Ashford Capital Management Inc.	0.02%	Reduce -31.1%	2,850	$207K
Element Wealth, LLC	0.09%	New	2,849	$207K
Hollencrest Capital Management	0.01%	Add +13.4%	2,835	$206K
Commonwealth Financial Services, LLC	0.04%	New	2,834	$206K
Colonial Trust Advisors	0.02%	No change	2,834	$206K
G&S Capital LLC	0.08%	New	2,830	$206K
Holos Integrated Wealth LLC	0.12%	No change	2,723	$206K
Caliber Wealth Management, LLC / KS	0.02%	New	2,821	$205K
Net Worth Advisory Group	0.06%	Reduce -73.9%	2,818	$205K
Howard Wealth Management, LLC	0.09%	New	2,812	$205K
My Personal CFO, LLC	0.08%	New	2,812	$205K
Foundation Wealth Management, LLC\PA	0.08%	Reduce -32.0%	2,812	$205K
Capital City Trust Co.	0.05%	New	2,806	$204K
Chicago Capital, LLC	0.01%	New	2,806	$204K
Summit Financial Wealth Advisors, LLC	0.03%	Reduce -49.6%	2,797	$204K
Sylvest Advisors, LLC	0.11%	New	2,800	$204K
Integrity Financial Corp	0.10%	New	2,799	$204K
Fragasso Financial Advisors Inc	0.01%	New	2,780	$204K
Members Trust Co	0.01%	New	2,782	$202K
Diversify Wealth Management, LLC	0.01%	New	2,677	$202K
Certior Financial Group, LLC	0.14%	New	2,773	$202K
Miller Financial Services LLC	0.23%	New	2,767	$201K
Charles Schwab Trust Co	0.01%	Reduce -84.5%	2,754	$200K
Financial Perspectives, Inc	0.06%	No change	2,753	$200K
Associated Banc-Corp	0.01%	New	2,751	$200K
Willis Investment Counsel	0.01%	New	2,750	$200K
Fort Washington Investment Advisors Inc.	0.00%	New	2,750	$200K
North Star Investment Management Corp.	0.01%	Add +29.2%	2,681	$195K
Tidemark, LLC	0.06%	Add +2.1%	2,669	$194K
Cape Investment Advisory, Inc.	0.19%	Reduce -8.8%	2,666	$194K
LGT Financial Advisors LLC	0.42%	Add +10.9%	2,648	$193K
Granite FO LLC	0.10%	No change	2,565	$187K
Creekmur Asset Management LLC	0.03%	No change	2,559	$186K
First Pacific Financial	0.03%	No change	2,531	$184K
Caldwell Trust Co	0.02%	Add +2.0%	2,529	$184K
Coston, McIsaac & Partners	0.04%	New	2,521	$183K
Raleigh Capital Management Inc.	0.07%	Add +56.7%	2,511	$183K
Centennial Bank	0.07%	Reduce -10.7%	2,500	$182K
Raffa Wealth Management, LLC	0.03%	No change	2,476	$180K
Transamerica Financial Advisors, LLC	0.01%	Add +20233.3%	2,440	$178K
Glass Jacobson Investment Advisors llc	0.06%	Add +1.5%	2,402	$175K
Wells Financial Advisors INC	0.23%	Add +20.0%	2,400	$175K
Salem Investment Counselors Inc.	0.00%	No change	2,371	$173K
Arcadia Investment Management Corp.	0.03%	New	2,283	$166K
Proathlete Wealth Management LLC	0.05%	Add +52.3%	2,217	$161K
First United Bank & Trust	0.05%	No change	2,142	$156K
Root Financial Partners, LLC	0.01%	New	2,086	$152K
Horizons Wealth Management	0.10%	Reduce -6.2%	2,079	$151K
Legacy Bridge, LLC	0.06%	No change	2,079	$151K
Bruce G. Allen Investments, LLC	0.11%	No change	2,076	$151K
North Capital, Inc.	0.12%	Add +136.3%	2,063	$150K
Atlantic Edge Private Wealth Management, LLC	0.04%	No change	2,000	$146K
Centaurus Financial, Inc.	0.01%	New	1,992	$145K
Burkett Financial Services, LLC	0.05%	No change	1,920	$140K
Decker Retirement Planning Inc.	0.07%	New	1,823	$133K
Capital Advisors, Ltd. LLC	0.01%	No change	1,812	$132K
Guerra Advisors Inc	0.05%	New	1,788	$130K
Oakworth Capital, Inc.	0.01%	Add +1.7%	1,782	$130K
IAG Wealth Partners, LLC	0.02%	No change	1,780	$130K
GAMMA Investing LLC	0.01%	No change	1,705	$124K
Nalls Sherbakoff Group, LLC	0.08%	Reduce -5.5%	1,703	$124K
South Plains Financial, Inc.	0.07%	No change	1,635	$119K
Inlight Wealth Management, LLC	0.05%	No change	1,606	$117K
GPS Wealth Strategies Group, LLC	0.01%	Add +26666.7%	1,606	$117K
Quest 10 Wealth Builders, Inc.	0.11%	Add +3.9%	1,569	$114K
CVA Family Office, LLC	0.01%	No change	1,565	$114K
CNB Bank	0.05%	No change	1,525	$111K
Roble, Belko & Company, Inc	0.01%	Add +31.0%	1,493	$109K
Bartlett & Co. Wealth Management LLC	0.00%	Reduce -2.1%	1,482	$108K
Breakwater Investment Management	0.04%	Add +221.7%	1,480	$108K
KERR FINANCIAL PLANNING Corp	0.15%	—	1,403	$108K
Cullen/Frost Bankers, Inc.	0.00%	Reduce -85.6%	1,472	$107K
Physician Wealth Advisors, Inc.	0.01%	Add +4.5%	1,443	$105K
University of Texas/Texas Am Investment Management Co.	0.01%	New	1,387	$101K
Koesten, Hirschmann & Crabtree, INC.	0.05%	No change	1,370	$100K
Independence Bank of Kentucky	0.01%	Add +28.6%	1,366	$99K
Thompson Investment Management, Inc.	0.01%	No change	1,362	$99K
Crews Bank & Trust	0.01%	Add +0.2%	1,353	$98K
N.E.W. Advisory Services LLC	0.01%	Reduce -0.4%	1,332	$97K
Resources Management Corp. /CT/	0.01%	No change	1,319	$96K
NBT Bank, N.A.	0.01%	No change	1,318	$96K
Mascoma Wealth Management LLC	0.02%	Reduce -21.4%	1,250	$91K
Texas Capital Bancshares Inc	0.04%	New	1,222	$89K
Orion Capital Management LLC	0.03%	Add +81.7%	1,201	$87K
Creative Financial Designs Inc.	0.01%	Reduce -7.0%	1,196	$87K
McIlrath & Eck, LLC	0.01%	No change	1,150	$84K
Alexis Investment Partners, LLC	0.01%	New	1,150	$84K
Caitlin John, LLC	0.06%	New	1,145	$83K
Armstrong Advisory Group, Inc.	0.01%	No change	1,105	$80K
Foster Dykema Cabot & Partners, LLC	0.01%	No change	1,099	$80K
Steigerwald, Gordon & Koch Inc.	0.01%	New	1,067	$78K
Tompkins Financial Corp.	0.01%	No change	1,048	$76K
First Community Trust NA	0.06%	Reduce -4.2%	1,030	$75K
Signature Resources Capital Management, LLC	0.04%	Add +26.9%	1,028	$75K
Blume Capital Management, Inc.	0.01%	No change	1,020	$74K
Rakuten Securities, Inc.	0.03%	Add +22.2%	1,019	$74K
Centerpoint Advisors, LLC	0.02%	New	1,014	$74K
Rialto Wealth Management, LLC	0.02%	Add +942.7%	1,001	$73K
Accordant Advisory Group Inc	0.05%	No change	1,000	$73K
Barrett & Company, Inc.	0.02%	No change	1,000	$73K
Missouri Trust & Investment Co	0.02%	No change	1,000	$73K
Financial Management Professionals, Inc.	0.01%	Reduce -0.9%	1,000	$73K
Montag A & Associates Inc.	0.00%	No change	1,000	$73K
Washington Trust Advisors, Inc.	0.01%	Add +496.9%	961	$70K
NFSG Corp	0.01%	Add +19.6%	940	$68K
Bellevue Asset Management, LLC	0.03%	No change	931	$68K
Cromwell Holdings LLC	0.03%	New	875	$64K
Financial Freedom, LLC	0.03%	No change	875	$64K
J.Safra Asset Management Corp	0.00%	No change	872	$63K
MCF Advisors LLC	0.00%	No change	871	$63K
Avion Wealth	0.01%	Add +0.2%	871	$63K
Center for Financial Planning, Inc.	0.01%	No change	850	$62K
Greykasell Wealth Strategies, Inc.	0.03%	No change	848	$62K
Valued Wealth Advisors LLC	0.03%	No change	840	$61K
Operose Advisors LLC	0.02%	No change	839	$61K
Wealth Preservation Advisors, LLC	0.04%	No change	828	$60K
Private Wealth Management Group, LLC	0.02%	Add +91.9%	825	$60K
Pingora Partners LLC	0.04%	No change	784	$57K
Princeton Global Asset Management LLC	0.01%	Add +109.3%	766	$56K
Glen Eagle Advisors, LLC	0.01%	Reduce -1.2%	766	$56K
HM Payson & Co.	0.00%	No change	761	$55K
Stephens Consulting, LLC	0.02%	Reduce -71.4%	760	$55K
Crewe Advisors LLC	0.01%	Add +8.6%	757	$55K
Truvestments Capital LLC	0.01%	No change	736	$54K
Pacifica Partners Inc.	0.02%	No change	729	$53K
Duncker Streett & Co. Inc.	0.01%	No change	725	$53K
First Financial Corp.	0.02%	No change	715	$52K
SJS Investment Consulting Inc.	0.01%	No change	712	$52K
Founders Capital Management	0.03%	No change	710	$52K
1620 Investment Advisors, Inc.	0.04%	No change	708	$52K
Chesapeake Asset Management LLC	0.05%	New	701	$51K
Key Financial Inc	0.01%	Add +56.3%	694	$51K
Zions Bancorporation, National Association	0.00%	No change	695	$51K
Financial Life Planners	0.03%	New	675	$49K
Cloud Capital Management, LLC	0.03%	New	676	$49K
Park Place Capital Corp	0.01%	Add +2.5%	628	$46K
Vestor Capital, LLC	0.00%	Reduce -51.6%	624	$45K
Dogwood Wealth Management LLC	0.02%	No change	599	$44K
Marshall & Sterling Wealth Advisors Inc.	0.03%	No change	560	$41K
Godsey & Gibb, Inc.	0.00%	No change	530	$39K
Wilmington Savings Fund Society, FSB	0.00%	Reduce -97.8%	500	$36K
Team Financial Group, LLC	0.02%	No change	495	$36K
Dunhill Financial, LLC	0.01%	No change	472	$34K
SOA Wealth Advisors, LLC.	0.01%	Add +230.0%	462	$34K
BankPlus Trust Department	0.01%	No change	456	$33K
Smallwood Wealth Investment Management, LLC	0.02%	No change	454	$33K
Optimum Investment Advisors	0.01%	No change	450	$33K
Dynamic Wealth Strategies, LLC	0.02%	No change	446	$32K
Salomon & Ludwin, LLC	0.00%	No change	438	$32K
Fourth Dimension Wealth, LLC	0.01%	Add +436.3%	429	$31K
Measured Wealth Private Client Group, LLC	0.01%	New	421	$31K
Mountain Hill Investment Partners Corp.	0.03%	New	400	$29K
MTM Investment Management, LLC	0.01%	No change	400	$29K
SRH Advisors, LLC	0.01%	No change	400	$29K
Trust Co. of Toledo NA	0.00%	No change	384	$28K
Old Second National Bank of Aurora	0.01%	No change	375	$27K
Murphy & Mullick Capital Management Corp	0.02%	No change	368	$27K
Medallion Wealth Advisors, LLC	0.01%	Add +28.9%	361	$26K
Friedenthal Financial	0.01%	No change	360	$26K
Compass Financial Services Inc	0.01%	Add +2.3%	359	$26K
Keener Financial Planning LLC	0.01%	Reduce -11.6%	365	$26K
Front Row Advisors LLC	0.01%	No change	350	$25K
Abich Financial Wealth Management LLC	0.01%	—	345	$25K
Trust Co	0.00%	No change	326	$24K
Clarity Asset Management, Inc.	0.01%	No change	320	$23K
Innovative Advisory Group, LLC	0.01%	Add +3.6%	314	$23K
Chelsea Counsel Co.	0.01%	Add +6.2%	309	$22K
Evolution Wealth Management Inc.	0.02%	No change	308	$22K
Tradewinds Capital Management, LLC	0.01%	Reduce -5.3%	304	$22K
Ameriflex Group, Inc.	0.01%	Add +64.1%	302	$22K
Woodside Wealth Management LLC	0.02%	No change	276	$20K
Kelleher Financial Advisors	0.01%	New	275	$20K
Valley National Advisers Inc.	0.00%	New	278	$20K
GoalVest Advisory LLC	0.00%	Reduce -54.5%	250	$18K
Main Management LLC	0.00%	No change	250	$18K
Bangor Savings Bank	0.00%	New	247	$18K
Millstone Evans Group, LLC	0.01%	No change	243	$18K
Mma Asset Management LLC	0.01%	New	238	$17K
Trifecta Capital Advisors, LLC	0.00%	New	235	$17K
Aventura Private Wealth, LLC	0.01%	No change	219	$16K
United Financial Planning Group LLC	0.01%	—	216	$16K
Costello Asset Management, INC	0.00%	No change	200	$15K
Atwood & Palmer Inc.	0.00%	New	200	$15K
Delta Asset Management LLC	0.00%	No change	195	$14K
Concord Wealth Partners	0.00%	Add +500.0%	186	$14K
Rossby Financial, LCC	0.00%	Add +58.1%	185	$13K
Tripletail Wealth Management, LLC	0.02%	New	178	$13K
VSM Wealth Advisory, LLC	0.00%	No change	178	$13K
Hoey Investments, Inc.	0.00%	No change	175	$13K
Louisbourg Investments Inc.	0.00%	No change	150	$11K
Gables Capital Management Inc.	0.00%	No change	130	$9K
TD Capital Management LLC	0.00%	No change	130	$9K
Bare Financial Services, Inc	0.00%	No change	124	$9K
Westfuller Advisors, LLC	0.00%	New	88	$6K
Painted Porch Advisors LLC	0.00%	Add +100.0%	82	$6K
Wolff Wiese Magana LLC	0.00%	New	75	$5K
Frazier Financial Advisors, LLC	0.00%	No change	70	$5K
Investors Research Corp	0.00%	Add +423.1%	68	$5K
Chilton Capital Management LLC	0.00%	No change	67	$5K
Bear Mountain Capital, Inc.	0.00%	New	63	$5K
Exchange Traded Concepts, LLC	0.00%	Reduce -97.8%	63	$5K
Hopwood Financial Services, Inc.	0.00%	No change	57	$4K
Ameritas Investment Partners, Inc.	0.00%	No change	56	$4K
JDM Financial Group LLC	0.00%	No change	55	$4K
REAP Financial Group, LLC	0.00%	Reduce -12.9%	54	$4K
Ascentis Wealth Management, LLC	0.00%	No change	53	$4K
Robinswood Financial LLC	0.00%	No change	42	$3K
Creative Capital Management Investments LLC	0.00%	Reduce -95.0%	40	$3K
Hager Investment Management Services, LLC	0.00%	No change	38	$3K
Chapman Financial Group, LLC	0.00%	New	34	$2K
Perritt Capital Management Inc	0.00%	No change	30	$2K
Wiser Advisor Group LLC	0.00%	New	27	$2K
Clark Wealth Partners	0.00%	Reduce -54.0%	23	$2K
Legacy Wealth Managment, LLC	0.00%	No change	20	$1K
Tower Research Capital LLC (TRC)	0.00%	Reduce -81.0%	18	$1K
CKW Financial Group	0.00%	No change	9	$1K
Abound Wealth Management	0.00%	Reduce -98.5%	13	$947
Solstein Capital, LLC	0.00%	No change	13	$946
Alerus Financial NA	0.00%	No change	12	$874
Cedar Mountain Advisors, LLC	0.00%	New	12	$873
Roxbury Financial LLC	0.00%	No change	10	$728
Anchor Investment Management, LLC	0.00%	New	10	$728
Imprint Wealth LLC	0.00%	—	6	$437
St Germain D J Co. Inc.	0.00%	No change	1	$73

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