iShares S&P 500 Value ETFIVEETF

13F holders, Q1 2025 (March 31)

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

1,536holders −22

86new positions

91sold out

4famous investors

$190.20avg. 13F price*

At the end of Q1 2025, 1,536 institutions reported holding iShares S&P 500 Value ETF (IVE) in their 13F filings, down 22 from Q4 2024. 86 opened new positions and 91 sold out. The largest holders were Envestnet Asset Management Inc. ($3.6B), JPMorgan Chase & Co. ($3.4B) and Morgan Stanley ($2.6B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company: iShares S&P 500 Value ETF
CUSIP: 464287408
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

	Institutions	Total Value
New Positions	86	$140.1M
Exits	91	$212.2M

All 13F filers, Q4 2024 → Q1 2025: 19,652,479 shares bought and 4,587,588 shares sold, net +15,064,891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,536 holders


Envestnet Asset Management Inc.	1.15%	Add +38.8%	18,643,646	$3.6B
JPMorgan Chase & Co.	0.26%	Add +5.5%	17,776,163	$3.4B
Morgan Stanley	0.19%	Add +6.2%	13,819,800	$2.6B
Bank of America Corp.	0.15%	Add +5.3%	8,579,964	$1.6B
LPL Financial LLC	0.52%	Add +32.2%	6,977,283	$1.3B
Wells Fargo & Company	0.29%	Reduce -3.3%	6,269,711	$1.2B
UBS Group AG	0.15%	Reduce -1.2%	3,558,744	$678.2M
Stifel Financial Corp.	0.55%	Add +5.3%	2,713,290	$517.1M
Goldman Sachs Group Inc.	0.09%	Add +4.2%	2,590,004	$493.6M
Ameriprise Financial Inc.	0.13%	Add +3.7%	2,546,232	$485.4M
PNC Financial Services Group, Inc.	0.23%	Add +5.3%	2,257,076	$430.2M
Cetera Investment Advisers	0.72%	Add +20.1%	1,960,044	$373.5M
BlackRock, Inc.	0.01%	Add +42.3%	1,807,569	$344.5M
Cwm, LLC	1.37%	Add +24.6%	1,806,062	$344.2M
Envestnet Portfolio Solutions, Inc.	1.23%	Add +10.5%	1,689,028	$321.9M
Lido Advisors, LLC	1.91%	Add +18.6%	1,677,023	$319.6M
Raymond James Financial Inc.	0.11%	Reduce -2.0%	1,598,578	$304.7M
Park Avenue Securities LLC	3.40%	Add +53.0%	1,450,465	$276.4M
Royal Bank of Canada	0.05%	Add +2.5%	1,252,572	$238.7M
MML Investors Services, LLC	0.74%	Add +55.5%	1,164,224	$221.9M
Commonwealth Equity Services, LLC	0.30%	Add +12.0%	1,119,046	$213.3M
Mariner, LLC	0.35%	Reduce -0.9%	1,096,426	$208.9M
MAI Capital Management	1.42%	Reduce -3.6%	985,720	$187.9M
M&T Bank Corp	0.65%	Reduce -2.8%	930,804	$177.4M
Janney Montgomery Scott LLC	0.50%	Add +37.8%	921,530	$175.6M
Sofi Wealth, LLC	12.86%	Add +6106.5%	897,268	$171.0M
FMR LLC	0.01%	Reduce -0.7%	830,308	$158.2M
NewEdge Advisors, LLC	0.83%	Add +51.9%	733,872	$139.9M
Composition Wealth, LLC	2.76%	Add +3.7%	723,475	$137.9M
US Bancorp \de	0.18%	Reduce -1.3%	708,297	$135.0M
OneDigital Investment Advisors LLC	1.49%	Add +49.3%	660,120	$125.8M
Rehmann Capital Advisory Group	7.61%	Add +12.7%	634,066	$120.8M
Sanctuary Advisors, LLC	0.84%	Add +28.5%	625,992	$119.3M
Bank of New York Mellon Corp	0.02%	Add +47.2%	607,547	$115.8M
NorthCoast Asset Management LLC	0.57%	Add +0.2%	592,878	$113.0M
Cliftonlarsonallen Wealth Advisors, LLC	1.98%	Reduce -12.4%	557,167	$106.2M
Foundations Investment Advisors, LLC	1.94%	Add +11.6%	550,534	$104.9M
Osaic Holdings, Inc.	0.23%	Reduce -5.8%	546,084	$104.2M
HighTower Advisors, LLC	0.14%	Reduce -0.3%	545,081	$103.9M
Avantax Advisory Services, Inc.	0.63%	Add +15.7%	542,286	$103.3M
Calamos Wealth Management LLC	5.23%	Add +13.2%	542,196	$103.3M
Truist Financial Corp.	0.15%	Add +7.8%	498,057	$94.9M
United Capital Financial Advisors, LLC	0.81%	Add +38.2%	494,055	$94.2M
JB Capital LLC	5.07%	Add +49.5%	482,375	$91.9M
LVZ, Inc.	11.03%	Add +0.9%	440,965	$84.0M
Cambridge Investment Research Advisors, Inc.	0.28%	Add +18.4%	429,231	$81.8M
Focus Partners Wealth	0.20%	Reduce -0.9%	413,144	$78.7M
Kestra Advisory Services, LLC	0.37%	Add +0.9%	405,618	$77.3M
Betterment LLC	0.18%	Reduce -3.4%	401,919	$76.6M
Home Federal Bank of Tennessee	22.05%	Add +1.3%	391,037	$74.5M
Comerica Bank	0.30%	Add +0.3%	370,893	$70.7M
Moneta Group Investment Advisors LLC	0.92%	Add +7.9%	351,642	$67.0M
Praetorian Wealth Management, Inc.	16.19%	Add +2.9%	348,366	$66.4M
Charles Schwab Investment Management Inc.	0.01%	Reduce -5.1%	323,083	$61.6M
Jones Financial Companies LLLP	0.05%	Add +20.6%	319,118	$60.3M
Rockefeller Capital Management L.P.	0.15%	Add +4.2%	314,972	$60.0M
Valmark Advisers, Inc.	0.89%	Reduce -0.8%	309,696	$59.0M
Baird Financial Group, Inc.	0.11%	Reduce -11.6%	298,694	$56.9M
Courier Capital LLC	3.71%	Add +1.9%	297,613	$56.7M
LPWM LLC	18.08%	Add +5.2%	294,469	$56.1M
Financial Engines Advisors L.L.C.	0.12%	Reduce -5.8%	291,920	$55.6M
Ascent Group, LLC	2.37%	Add +585.6%	290,047	$55.3M
Advocacy Wealth Management, LLC	3.69%	Add +62.4%	284,328	$54.2M
Barclays PLC	0.02%	Reduce -0.8%	281,980	$53.7M
Bank of Montreal	0.03%	Reduce -0.8%	281,859	$53.7M
CX Institutional	2.03%	Add +21.2%	281,643	$53.7M
Probity Advisors, Inc.	10.04%	Add +2.0%	274,448	$52.3M
Northwestern Mutual Wealth Management Co.	0.04%	Reduce -1.3%	271,408	$51.7M
Amarillo National Bank	10.00%	Reduce -0.8%	269,746	$51.4M
Fifth Third Bancorp	0.18%	Reduce -4.3%	252,233	$48.1M
Atria Wealth Solutions, Inc.	0.57%	Add +26.2%	246,581	$47.0M
Frank, Rimerman Advisors LLC	3.68%	Reduce -9.7%	243,910	$46.5M
Evoke Wealth, LLC	1.21%	Add +3.0%	242,324	$46.2M
Equitable Holdings, Inc.	0.43%	Add +15.8%	238,394	$45.4M
Thrivent Financial for Lutherans	0.10%	Reduce -1.6%	226,859	$44.7M
Regions Financial Corp.	0.33%	Add +1.3%	233,381	$44.5M
Keybank National Association	0.18%	Reduce -4.9%	233,102	$44.4M
Strategic Point Investment Advisors, LLC	7.37%	Reduce -1.3%	232,194	$44.3M
Austin Private Wealth, LLC	3.95%	Add +56.3%	230,981	$44.0M
Corient Private Wealth LP	0.07%	Add +108.6%	219,538	$41.8M
Private Advisor Group, LLC	0.25%	Add +8.7%	218,634	$41.7M
World Investment Advisors	1.05%	Add +2427.9%	212,043	$40.4M
Baker Avenue Asset Management, LP	1.24%	Reduce -0.3%	207,910	$39.6M
AE Wealth Management LLC	0.33%	Add +14.7%	204,726	$39.0M
West Wealth Group, LLC	11.48%	Add +19.2%	204,116	$38.8M
Smith, Moore & Co.	3.56%	Add +1.3%	201,394	$38.4M
Salomon & Ludwin, LLC	4.03%	Reduce -3.1%	198,572	$37.8M
Horizon Wealth Management, LLC	6.10%	New	189,783	$36.2M
Phillips Financial Management, LLC	2.70%	Reduce -5.2%	183,276	$34.9M
Northern Trust Corp.	0.01%	Reduce -2.1%	181,565	$34.6M
North Star Investment Management Corp.	2.52%	Add +2.0%	181,562	$34.6M
CreativeOne Wealth, LLC	1.02%	Add +51.9%	179,780	$34.3M
Foundation Wealth Management, LLC	26.08%	Add +0.9%	174,724	$33.3M
1834 Investment Advisors Co.	4.24%	Reduce -4.4%	172,333	$32.8M
Koss-Olinger Consulting, LLC	2.73%	Reduce -1.6%	170,188	$32.4M
Two Sigma Investments, LP	0.07%	Add +369.3%	163,800	$31.2M
Encompass Wealth Advisors, LLC	12.58%	Add +3.8%	162,167	$30.9M
Financial Life Advisors	11.48%	Add +2.6%	161,610	$30.8M
Spire Wealth Management	0.98%	Reduce -0.8%	161,329	$30.7M
Creative Planning	0.03%	Add +16.9%	158,698	$30.2M
Greenleaf Trust	0.27%	Add +2.8%	157,037	$29.9M
Icon Wealth Advisors, LLC	2.43%	Add +80.6%	154,708	$29.5M
McKinley Carter Wealth Services, Inc.	1.80%	Reduce -43.7%	153,831	$29.3M
Per Stirling Capital Management, LLC.	4.22%	Add +4.5%	153,830	$29.3M
Mma Asset Management LLC	12.23%	Add +5.5%	152,316	$29.0M
Atria Investments, Inc	0.37%	Add +21.7%	152,055	$29.0M
Powell Investment Advisors, LLC	14.18%	Add +5.9%	151,419	$28.9M
Quest Investment Management LLC	3.56%	Add +27.8%	150,813	$28.7M
Condor Capital Management	2.63%	Reduce -0.3%	148,088	$28.2M
Principal Securities, Inc.	0.61%	Add +0.1%	143,556	$27.4M
Integrated Wealth Concepts LLC	0.30%	Add +34.2%	136,999	$26.1M
Ewa, LLC	9.62%	Add +23.6%	135,858	$25.9M
Stratos Wealth Partners, LTD.	0.39%	Add +5.0%	134,214	$25.6M
BNP Paribas Financial Markets	0.02%	Reduce -30.9%	132,887	$25.3M
Captrust Financial Advisors	0.06%	Reduce -0.1%	132,767	$25.3M
Berkshire Money Management, Inc.	2.82%	Reduce -36.2%	131,755	$25.1M
JFS Wealth Advisors, LLC	1.68%	Reduce -1.8%	130,444	$24.9M
Greenup Street Wealth Management LLC	4.89%	Reduce -18.7%	129,351	$24.7M
Droms Strauss Advisors Inc. /Mo/	8.35%	Add +2.3%	127,571	$24.3M
Farther Finance Advisors, LLC	0.62%	Add +44.3%	127,174	$24.2M
TD Waterhouse Canada Inc.	0.20%	Reduce -5.5%	127,407	$24.2M
First Hawaiian Bank	3.45%	Reduce -4.6%	124,300	$23.7M
Sharkey, Howes & Javer	3.38%	Add +61.7%	124,077	$23.6M
Bokf, NA	0.42%	Reduce -5.0%	123,937	$23.6M
Rwa Wealth Partners, LLC	0.30%	Reduce -39.8%	123,188	$23.5M
SteelPeak Wealth, LLC	0.99%	Add +53.8%	122,752	$23.4M
Waverly Advisors, LLC	0.29%	Add +13.2%	122,654	$23.4M
Gladstone Institutional Advisory LLC	1.09%	Add +4.7%	122,540	$23.4M
Callan Family Office, LLC	1.70%	Add +16.4%	119,086	$22.7M
Pathstone Holdings, LLC	0.10%	Add +0.9%	118,902	$22.7M
Integrity Alliance, Llc.	0.89%	Add +71.2%	118,187	$22.5M
Transform Wealth, LLC	1.35%	Reduce -20.1%	116,629	$22.2M
DDFG, Inc	6.16%	Add +0.9%	116,556	$22.2M
Lutz Financial Services LLC	1.81%	Reduce -1.6%	116,290	$22.2M
Sigma Planning Corp	0.71%	Add +7.5%	116,249	$22.2M
Peapack Gladstone Financial Corp.	0.33%	Add +4.5%	115,361	$22.0M
Citigroup Inc.	0.02%	Reduce -3.4%	115,321	$22.0M
Stone House Investment Management, LLC	4.32%	Add +80.4%	111,827	$21.3M
MV Capital Management, Inc.	2.29%	Reduce -3.1%	111,806	$21.3M
Clearstead Advisors, LLC	0.33%	Add +0.5%	111,611	$21.3M
Kwmg, LLC	2.16%	Add +0.1%	111,240	$21.2M
Arax Advisory Partners	1.35%	Reduce -2.8%	110,493	$21.1M
Cahill Financial Advisors Inc.	2.80%	Reduce -29.1%	108,248	$20.6M
Orion Porfolio Solutions, LLC	0.20%	Add +69.3%	107,850	$20.6M
Orion Portfolio Solutions, LLC	0.20%	Add +69.3%	107,850	$20.6M
Patriot Financial Group Insurance Agency, LLC	2.74%	Add +11.5%	107,020	$20.4M
First Merchants Corp.	0.81%	Add +11.7%	106,605	$20.3M
Ameritas Investment Partners, Inc.	0.70%	Reduce -6.5%	106,530	$20.3M
High Falls Advisors, Inc	4.69%	Add +42.8%	104,833	$20.0M
Choreo, LLC	0.31%	Reduce -0.3%	103,515	$19.7M
Perigon Wealth Management, LLC	0.50%	Add +37.2%	102,625	$19.6M
Watts Gwilliam & Co., LLC	4.23%	Add +10.2%	102,200	$19.5M
Stokes Family Office, LLC	2.15%	Add +34.9%	100,477	$19.1M
BOK Financial Private Wealth, Inc.	1.44%	Reduce -2.8%	100,320	$19.1M
Pettinga Financial Advisors LLC	4.47%	Add +29.3%	99,644	$19.0M
TD Private Client Wealth LLC	0.52%	Reduce -6.5%	99,272	$18.9M
GWN Securities Inc.	1.06%	Add +1533.9%	99,996	$18.9M
GHP Investment Advisors, Inc.	0.90%	Reduce -1.4%	98,533	$18.8M
Mesirow Financial Investment Management, Inc.	0.36%	Add +0.2%	98,420	$18.8M
SilverOak Wealth Management LLC	4.03%	Add +3.2%	97,730	$18.6M
Ironwood Financial, llc	3.98%	Reduce -0.4%	97,349	$18.6M
Graypoint LLC	1.15%	Reduce -1.6%	96,604	$18.4M
Allworth Financial LP	0.10%	Reduce -4.8%	100,756	$18.3M
Horst & Graben Wealth Management LLC	3.23%	Add +34.0%	94,576	$18.0M
Narwhal Capital Management	1.58%	Add +3.9%	93,284	$17.8M
Blue Trust, Inc.	0.23%	Add +37.3%	92,953	$17.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	1.40%	Add +11.8%	93,038	$17.7M
Cullen/Frost Bankers, Inc.	0.24%	Reduce -1.5%	91,730	$17.5M
Mercer Global Advisors Inc.	0.04%	Add +2.5%	90,899	$17.3M
Saiph Capital, LLC	8.22%	Reduce -0.5%	90,343	$17.2M
Wealth Enhancement Advisory Services, LLC	0.03%	Add +4.1%	89,050	$17.0M
Matthew Goff Investment Advisor, LLC	3.13%	Add +0.8%	88,940	$17.0M
Liberty Wealth Management LLC	3.14%	Add +45.0%	86,091	$16.4M
Brookstone Capital Management	0.23%	Add +23.8%	85,690	$16.3M
McMorgan & Co. LLC	2.60%	New	85,362	$16.3M
Physician Wealth Advisors, Inc.	2.79%	Add +47.9%	85,176	$16.2M
Savant Capital, LLC	0.14%	Reduce -3.0%	84,945	$16.2M
Beacon Pointe Advisors, LLC	0.18%	Add +0.9%	84,316	$16.1M
Signature Wealth Management Partners, LLC	10.51%	Add +28.6%	84,230	$16.1M
WealthPlan Investment Management, LLC	1.57%	Reduce -1.6%	83,643	$15.9M
First Horizon Advisors, Inc.	0.45%	Add +25.5%	83,300	$15.9M
Allianz Asset Management GmbH	0.02%	New	83,300	$15.9M
B. Riley Wealth Advisors, Inc.	0.48%	Add +81.9%	83,287	$15.9M
Security Financial Services, INC.	3.14%	Add +57.4%	83,101	$15.8M
Wealth Alliance, LLC	1.92%	Reduce -7.2%	83,082	$15.8M
Kestra Private Wealth Services, LLC	0.26%	Add +39.7%	82,684	$15.8M
Cerity Partners LLC	0.03%	Add +4.1%	80,578	$15.4M
Spectrum Wealth Counsel, LLC	1.84%	Add +21.8%	80,206	$15.3M
M1 Capital Management LLC	9.50%	Add +11.6%	79,716	$15.2M
CoreCap Advisors, LLC	0.67%	Add +89.8%	79,588	$15.2M
Ieq Capital, LLC	0.12%	Reduce -20.5%	79,400	$15.1M
Modera Wealth Management, LLC	0.20%	Reduce -0.9%	77,936	$14.9M
Independent Solutions Wealth Management, LLC	3.29%	Reduce -1.1%	77,037	$14.7M
Cosner Financial Group, LLC	8.93%	Add +12.6%	76,663	$14.6M
Merit Financial Group, LLC	0.22%	Add +2.5%	76,212	$14.5M
Kestra Investment Management, LLC	0.28%	Reduce -46.5%	75,934	$14.5M
Brass Tax Wealth Management, Inc.	3.04%	Add +1.3%	75,904	$14.5M
VestGen Advisors, LLC	0.65%	—	75,533	$14.4M
Keystone Financial Services	5.46%	Add +40.7%	75,227	$14.3M
&partners	0.15%	Add +24.3%	75,510	$14.3M
Alesco Advisors, LLC, An ESL Co	0.45%	Reduce -2.2%	74,616	$14.2M
Trustmark Bank Trust Department	1.05%	Add +1.7%	74,457	$14.2M
Wealthspire Advisors, LLC	0.08%	Add +108.2%	74,352	$14.2M
One Wealth Advisors, LLC	2.11%	Add +39.9%	74,003	$14.1M
Durante & Waters, LLC	11.83%	Reduce -4.2%	73,846	$14.1M
FineMark National Bank & Trust	0.51%	Reduce -12.1%	72,968	$13.9M
Eq LLC	6.44%	Add +11.6%	72,374	$13.8M
Detalus Advisors, LLC	4.29%	Add +36.1%	71,635	$13.7M
RTD Financial Advisors, Inc.	1.82%	Reduce -6.1%	71,137	$13.6M
Thoma Capital Management LLC	9.47%	Add +17.1%	71,076	$13.5M
Triad Wealth Partners, LLC	4.20%	Add +45.4%	70,867	$13.5M
Trust Point Inc.	1.22%	No change	70,143	$13.4M
Trek Financial, LLC	0.96%	Add +90.7%	69,986	$13.3M
Capital Analysts, LLC	0.49%	Add +22.4%	69,579	$13.3M
KMG Fiduciary Partners, LLC	1.10%	Reduce -0.8%	69,574	$13.3M
Kelly Financial Services LLC	4.60%	Add +102.0%	69,510	$13.2M
Steward Partners Investment Advisory, LLC	0.12%	Add +27.3%	68,932	$13.1M
Astoria Strategic Wealth, Inc.	3.80%	Add +3.5%	67,890	$12.9M
PAX Financial Group, LLC	2.27%	Add +47.9%	67,267	$12.8M
Occidental Asset Management, LLC	1.93%	Add +0.0%	67,054	$12.8M
UMB Bank, n.a.	0.21%	Reduce -5.1%	66,183	$12.6M
Blue Edge Capital, LLC	2.02%	Add +4.8%	65,913	$12.6M
Wilmington Savings Fund Society, FSB	0.23%	Reduce -0.4%	65,598	$12.5M
Advisory Services Network, LLC	0.24%	Add +7.1%	65,544	$12.5M
J.W. Cole Advisors, Inc.	0.38%	Add +4.9%	64,697	$12.3M
Associated Banc-Corp	0.38%	Add +0.3%	64,648	$12.3M
BKM Wealth Management, LLC	5.01%	Reduce -0.8%	63,789	$12.2M
Bank Pictet & Cie (Europe) AG	0.28%	No change	62,390	$11.9M
Ausdal Financial Partners, Inc.	0.89%	Add +26.3%	62,066	$11.8M
Guidance Point Advisors, LLC	3.48%	Add +0.8%	61,793	$11.8M
Citizens Financial Group Inc.	0.23%	Reduce -4.5%	61,736	$11.8M
Cypress Wealth Services, LLC	2.38%	Add +46.3%	61,644	$11.7M
Ironwood Wealth Management, Inc.	6.11%	Reduce -5.2%	66,866	$11.7M
Financial Advocates Investment Management	0.81%	Reduce -21.9%	60,250	$11.5M
Prosperity Planning, Inc.	5.15%	Reduce -6.4%	59,934	$11.4M
Tidemark, LLC	4.17%	Add +39.5%	59,696	$11.4M
Instrumental Wealth, LLC	10.11%	Add +3.4%	61,373	$11.2M
Apollon Wealth Management, LLC	0.24%	Add +76.7%	58,106	$11.1M
Focus Financial Network, Inc.	0.45%	Add +24.4%	57,967	$11.0M
ONE Advisory Partners, LLC	4.72%	Add +57.4%	57,962	$11.0M
Kilter Group LLC	7.13%	Add +47.0%	57,257	$10.9M
Susquehanna International Group, LLP	0.02%	Add +201.5%	57,245	$10.9M
Bank of Stockton	3.47%	Add +5.4%	57,195	$10.9M
Smith Anglin Financial, LLC	1.15%	Add +1.1%	56,900	$10.8M
Broadview Financial Management, LLC	8.05%	Reduce -0.0%	56,621	$10.8M
Forte Asset Management LLC	5.42%	Add +15.9%	56,506	$10.8M
Scarborough Advisors, LLC	1.53%	Add +49.2%	56,286	$10.7M
TSA Wealth Managment LLC	4.26%	Add +36.3%	56,202	$10.7M
Parallel Advisors, LLC	0.24%	Add +1.1%	55,297	$10.5M
WealthShield Partners, LLC	1.35%	Add +46.0%	55,153	$10.5M
Scissortail Wealth Management, LLC	2.69%	Add +14.5%	54,871	$10.5M
McNaughton Wealth Management, LLC	5.05%	New	54,554	$10.4M
Concurrent Investment Advisors, LLC	0.25%	Reduce -40.0%	53,696	$10.2M
Arlington Trust Co LLC	2.16%	Add +0.7%	53,504	$10.2M
Florin Court Capital LLP	10.58%	Add +36.8%	53,500	$10.2M
Invst, LLC	1.38%	Reduce -16.7%	53,178	$10.1M
Corebridge Financial, Inc.	0.06%	Reduce -43.2%	53,000	$10.1M
Traynor Capital Management, Inc.	0.85%	Add +0.8%	52,703	$10.0M
Harbour Investments, Inc.	0.29%	Add +15.6%	52,663	$10.0M
HB Wealth Management, LLC	0.08%	Add +11.0%	52,489	$10.0M
Acropolis Investment Management, LLC	0.59%	Add +1.6%	52,409	$10.0M
Michelson Medical Research Foundation, Inc.	8.28%	No change	51,905	$9.9M
Asset Management Group, Inc.	1.83%	Add +0.1%	51,849	$9.9M
ADG Wealth Management Group, LLC	9.27%	Add +0.5%	51,602	$9.8M
Fifth Third Securities, Inc.	0.82%	Add +21.1%	50,998	$9.7M
Western Wealth Management, LLC	0.64%	Reduce -0.6%	50,731	$9.7M
Rothschild Wealth LLC	2.70%	Add +58.3%	50,585	$9.6M
Csenge Advisory Group	0.54%	Add +14.8%	54,090	$9.6M
Financial Advisors Network, Inc.	1.58%	Reduce -0.8%	49,953	$9.5M
Sierra Capital LLC	1.14%	Add +0.0%	49,660	$9.5M
Franklin Resources Inc.	0.00%	Add +7.2%	49,600	$9.5M
Rodgers & Associates, LTD	1.14%	Add +4.4%	48,941	$9.3M
Regal Investment Advisors LLC	0.74%	Add +47.1%	48,275	$9.2M
Snowden Capital Advisors LLC	0.30%	Add +32.3%	48,022	$9.2M
Arkadios Wealth Advisors	0.35%	Add +634.9%	47,961	$9.1M
Bay Harbor Wealth Management, LLC	2.89%	Add +55.3%	47,953	$9.1M
LBMC Investment Advisors, LLC	0.71%	Reduce -5.3%	47,934	$9.1M
Keebeck Wealth Management	1.33%	Add +59.4%	47,328	$9.0M
Seros Financial, LLC	6.66%	Reduce -4.3%	46,769	$8.9M
Vestmark Advisory Solutions, Inc.	0.23%	New	46,680	$8.9M
Sovran Advisors, LLC	1.15%	Add +42.3%	49,840	$8.8M
Robertson Stephens Wealth Management, LLC	0.33%	Add +11.0%	46,009	$8.8M
Alternative Investment Advisors, LLC.	4.62%	Reduce -5.0%	45,835	$8.7M
Quadrant Private Wealth Management, LLC	2.14%	Add +28.2%	45,153	$8.6M
LMG Wealth Partners, LLC	1.89%	Reduce -1.7%	44,594	$8.5M
Edmond DE Rothschild Holding S.A.	0.15%	Add +3.1%	44,554	$8.5M
Mutual Advisors, LLC	0.24%	Add +4.6%	46,643	$8.5M
Great Valley Advisor Group, Inc.	0.18%	Add +0.8%	43,886	$8.4M
Pinnacle Financial Partners Inc	0.17%	Reduce -5.7%	43,580	$8.3M
Sunbelt Securities, Inc.	0.74%	Reduce -8.8%	43,540	$8.3M
Lansing Street Advisors	2.77%	Add +16.4%	43,440	$8.3M
FAS Wealth Partners, Inc.	0.67%	Reduce -5.4%	43,280	$8.2M
Avidian Wealth Enterprises, LLC	0.36%	Add +8.8%	42,990	$8.2M
Geneos Wealth Management Inc.	0.27%	Reduce -0.1%	42,556	$8.1M
Alliancebernstein L.P.	0.00%	Add +3.4%	42,381	$8.1M
Ehrlich Financial Group	5.87%	Add +15.3%	42,246	$8.1M
EP Wealth Advisors, LLC	0.06%	Add +0.1%	41,748	$8.0M
Capital Advisors, Ltd. LLC	1.04%	Add +2.4%	41,283	$7.9M
Swmg, LLC	3.09%	Add +42.9%	42,768	$7.8M
IFP Advisors, Inc	0.24%	Add +38.9%	40,637	$7.7M
Flow Traders U.S. LLC	0.33%	New	40,529	$7.7M
Sei Investments Co.	0.01%	Add +2.3%	40,323	$7.7M
United Asset Strategies, Inc.	0.71%	Reduce -0.4%	40,232	$7.7M
Nvest Financial, LLC	4.09%	Reduce -0.1%	40,102	$7.6M
Amundi	0.00%	Add +15.0%	41,400	$7.6M
Centerpoint Advisors, LLC	2.73%	Reduce -0.3%	38,831	$7.4M
Exencial Wealth Advisors, LLC	0.27%	Reduce -0.9%	38,596	$7.4M
Vertex Planning Partners, LLC	1.60%	Add +44.6%	38,556	$7.3M
Mayflower Financial Advisors, LLC	1.11%	Add +26.7%	38,430	$7.3M
Polianta Ltd	3.53%	Add +2.1%	38,400	$7.3M
Natixis Advisors, LLC	0.01%	Add +13.5%	38,279	$7.3M
Blair William & Co.	0.02%	Reduce -0.3%	37,992	$7.2M
AQR Capital Management	0.01%	Reduce -31.4%	37,914	$7.2M
Bradley Foster & Sargent Inc.	0.12%	Reduce -0.9%	37,617	$7.2M
StoneX Group Inc.	0.39%	Reduce -9.0%	37,551	$7.2M
WCG Wealth Advisors LLC	0.54%	Add +39.0%	37,219	$7.1M
Stonegate Investment Group, LLC	0.19%	Add +0.1%	37,067	$7.1M
Townsquare Capital LLC	0.07%	Reduce -41.0%	36,778	$7.0M
Ashton Thomas Private Wealth, LLC	0.27%	Add +6.4%	36,762	$7.0M
SCS Capital Management LLC	0.09%	Add +53.6%	36,593	$7.0M
Cresset Asset Management, LLC	0.03%	Reduce -3.7%	36,289	$6.9M
Federation des caisses Desjardins du Quebec	0.03%	Reduce -47.2%	36,274	$6.9M
ETF Portfolio Partners, Inc.	2.08%	Reduce -56.0%	36,240	$6.9M
Daymark Wealth Partners, LLC	0.30%	Reduce -0.7%	36,145	$6.9M
Pacific Financial Group Inc.	5.44%	Reduce -0.7%	35,341	$6.7M
YHB Investment Advisors, Inc.	0.56%	Add +0.4%	35,291	$6.7M
SigFig Wealth Management, LLC	0.24%	Add +49.3%	35,291	$6.7M
Efficient Advisors, LLC	0.43%	Reduce -18.9%	34,570	$6.6M
Wescott Financial Advisory Group, LLC	0.68%	Add +3.8%	34,472	$6.6M
Willis Johnson & Associates, Inc.	0.49%	Add +0.8%	34,280	$6.5M
Maia Wealth LLC	1.48%	Add +35.9%	36,206	$6.5M
Lighthouse Financial LLC	5.62%	Reduce -1.4%	34,149	$6.5M
Pure Financial Advisors, LLC	0.14%	Reduce -1.0%	33,915	$6.5M
Tower Research Capital LLC (TRC)	0.19%	Add +1686700.0%	33,736	$6.4M
CFS Investment Advisory Services, LLC	0.57%	Add +23.5%	33,567	$6.4M
LYNX Capital Group Ltd.	3.26%	Add +19.3%	33,248	$6.3M
Vicus Capital	0.58%	Reduce -1.3%	32,958	$6.3M
SFI Advisors, LLC	4.58%	New	32,542	$6.2M
True Vision MN LLC	3.71%	Add +60.1%	32,516	$6.2M
Pandora Wealth, Inc.	4.05%	—	32,334	$6.2M
Nicolet Bankshares Inc.	1.23%	Add +0.3%	32,054	$6.1M
Prime Capital Investment Advisors, LLC	0.07%	Add +10.6%	32,046	$6.1M
Guardian Wealth Advisors, LLC	3.91%	Reduce -24.8%	31,951	$6.1M
Banco Santander, S.A.	0.07%	Add +5.8%	31,914	$6.1M
Ancora Advisors LLC	0.13%	Add +465.7%	31,719	$6.0M
Tortoise Investment Management, LLC	0.63%	Reduce -0.2%	31,629	$6.0M
Heck Capital Advisors, LLC	0.67%	Add +22.4%	31,280	$6.0M
Sapient Capital LLC	0.12%	Add +0.5%	31,023	$5.9M
Carbahal Olsen Financial Services Group, LLC	5.59%	Reduce -0.2%	30,922	$5.9M
First Heartland Consultants, Inc.	0.61%	Reduce -18.8%	30,842	$5.9M
Financial Synergies Wealth Advisors, Inc.	0.71%	Add +7.3%	30,793	$5.9M
Financial Enhancement Group LLC	0.91%	Reduce -40.5%	32,781	$5.8M
Equitable Trust Co.	0.32%	No change	30,417	$5.8M
Hobbs Wealth Management, LLC	6.34%	Add +36.8%	30,003	$5.7M
Brown Advisory Inc.	0.01%	Reduce -2.5%	29,315	$5.6M
Pathway Financial Advisors LLC	1.00%	Reduce -0.4%	29,262	$5.6M
Sax Wealth Advisors, LLC	0.40%	Add +1.7%	28,958	$5.5M
Level Four Advisory Services, LLC	0.22%	Add +29.5%	28,597	$5.5M
Founders Grove Wealth Partners, LLC	1.50%	Add +8.6%	28,198	$5.4M
Avestar Capital, LLC	0.50%	Reduce -11.8%	27,785	$5.3M
Soltis Investment Advisors LLC	0.47%	Add +12.4%	27,760	$5.3M
Charter Oak Capital Management, LLC	0.49%	Add +8.8%	27,744	$5.3M
Sequoia Financial Advisors, LLC	0.04%	Add +189.6%	27,597	$5.3M
Partners Capital Investment Group, LLP	0.09%	Add +100.8%	27,446	$5.2M
Old Mission Investment Co LLC	1.57%	Reduce -0.2%	27,398	$5.2M
Sterling Investment Advisors LLC	2.94%	Reduce -1.9%	27,374	$5.2M
Gen-Wealth Partners Inc	2.17%	Add +66.8%	27,302	$5.2M
One Wealth Capital Management, LLC	2.77%	Add +78.0%	27,115	$5.2M
Modern Wealth Management, LLC	0.16%	Reduce -92.6%	26,838	$5.1M
Caliber Wealth Management, LLC / KS	0.70%	—	26,803	$5.1M
Oppenheimer & Co. Inc.	0.08%	Add +2.9%	26,419	$5.0M
Prospera Financial Services Inc	0.12%	Add +2.2%	26,381	$5.0M
Falcon Wealth Planning	0.56%	Add +18.1%	26,372	$5.0M
Tradition Wealth Management, LLC	0.44%	Add +38.2%	26,115	$5.0M
5T Wealth, LLC	2.83%	Add +1.0%	26,112	$5.0M
Saxony Capital Management, LLC	4.37%	Add +93.7%	26,104	$5.0M
W Advisors, LLC	3.08%	Add +5.8%	25,841	$4.9M
First Trust Advisors LP	0.00%	Reduce -4.2%	25,796	$4.9M
Firethorn Wealth Partners, LLC	2.32%	Add +32.3%	25,501	$4.9M
Endeavor Private Wealth, Inc.	2.62%	Add +117.2%	25,285	$4.8M
Forvis Mazars Wealth Advisors, LLC	0.11%	Reduce -34.2%	25,045	$4.8M
Alpine Bank Wealth Management	0.76%	—	24,944	$4.8M
Cranbrook Wealth Management, LLC	1.08%	Reduce -1.1%	24,500	$4.7M
Flagstar Securities, Inc.	1.19%	Add +4.8%	24,375	$4.6M
Mullaney, Keating & Wright, Inc.	3.11%	Add +112.4%	24,239	$4.6M
Hoxton Planning & Management, LLC	1.75%	Add +46.3%	24,077	$4.6M
Bartlett & Co. Wealth Management LLC	0.07%	Reduce -1.6%	23,701	$4.5M
Hudson Capital Management LLC	1.42%	Add +18.8%	23,682	$4.5M
Investment Partners, LTD.	1.87%	Reduce -0.9%	23,671	$4.5M
Sterling Financial Planning, Inc.	1.62%	Reduce -0.1%	23,384	$4.5M
Resolute Wealth Strategies, LLC	2.48%	Reduce -1.0%	23,342	$4.4M
Peoples Bank	2.90%	Reduce -14.3%	23,184	$4.4M
Siligmueller & Norvid Wealth Advisors LLC	1.87%	Add +6.5%	23,140	$4.4M
Arcadia Investment Advisors LLC	2.46%	Reduce -2.2%	23,048	$4.4M
Quotient Wealth Partners, LLC	0.14%	Reduce -0.6%	23,003	$4.4M
Apeiron RIA LLC	1.32%	Reduce -22.8%	22,849	$4.4M
Chicago Partners Investment Group LLC	0.14%	Add +3.7%	23,430	$4.3M
Hancock Whitney Corp.	0.14%	Reduce -37.1%	22,526	$4.3M
Hilltop Wealth Advisors, LLC	2.41%	Reduce -7.6%	22,437	$4.3M
Rik Saylor Financial, Inc.	3.77%	Add +0.4%	22,425	$4.3M
Itau Unibanco Holding S.A.	0.16%	No change	22,230	$4.2M
Glen Eagle Advisors, LLC	0.70%	Reduce -2.3%	22,098	$4.2M
Wesbanco Bank Inc.	0.15%	Add +0.3%	22,031	$4.2M
Pinnacle Bancorp, Inc.	1.37%	Reduce -2.0%	21,981	$4.2M
Shared Vision Wealth Group LLC	2.28%	Add +32.5%	21,953	$4.2M
Fund Evaluation Group, LLC	0.18%	New	21,896	$4.2M
Simplicity Wealth,LLC	0.32%	New	21,848	$4.2M
Smithfield Trust Co	0.21%	Reduce -1.4%	21,770	$4.1M
Acas, LLC	3.07%	Reduce -4.5%	21,964	$4.0M
CIBC Private Wealth Group LLC	0.01%	Add +0.1%	23,974	$4.0M
Clarus Wealth Advisors	2.15%	Add +12.9%	22,477	$4.0M
Elevation Point Wealth Partners, LLC	0.34%	Add +40.8%	21,118	$4.0M
Certus Wealth Management, LLC	2.73%	Add +54.0%	21,143	$4.0M
O'Connor Financial Group LLC	2.07%	Reduce -15.7%	20,917	$4.0M
Edgar Lomax Co.	0.25%	Reduce -20.4%	20,799	$4.0M
Jackson Hole Capital Partners, LLC	0.79%	Add +1.0%	20,782	$4.0M
Lantz Financial LLC	1.08%	Add +34.5%	20,718	$3.9M
Lifelong Wealth Advisors, Inc.	1.85%	Add +41.4%	20,682	$3.9M
Ascent Wealth Partners, LLC	0.53%	Add +5.2%	20,652	$3.9M
Calamos Advisors LLC	0.03%	Add +13.3%	20,402	$3.9M
Wealth Advisory Solutions, LLC	1.03%	Add +1.2%	20,350	$3.9M
AtlasMark Financial, Inc	3.59%	Add +4.7%	20,302	$3.9M
PFG Advisors	0.22%	Add +66.3%	20,260	$3.9M
Stordahl Capital Management, Inc.	0.91%	Add +1.2%	20,213	$3.9M
Twin Peaks Wealth Advisors, LLC	1.75%	Add +56.7%	21,419	$3.8M
Park Place Capital Corp	1.04%	Reduce -9.4%	20,160	$3.8M
Allstate Corp.	0.11%	Reduce -21.4%	20,138	$3.8M
Barnes Wealth Management Group, Inc	2.46%	Add +34.1%	20,107	$3.8M
Harbor Investment Advisory, LLC	0.37%	Add +0.1%	20,054	$3.8M
Gunma Bank,Ltd.	1.23%	Reduce -41.2%	20,000	$3.8M
Bare Financial Services, Inc	1.46%	Reduce -1.7%	19,998	$3.8M
Anson Capital, Inc.	3.26%	Add +10.7%	19,927	$3.8M
RKL Wealth Management LLC	0.36%	Reduce -14.4%	19,783	$3.8M
Davis Selected Advisers	0.02%	Reduce -90.0%	19,712	$3.8M
Axis Wealth Partners, LLC	2.74%	Add +204.3%	19,420	$3.7M
Dorsey & Whitney Trust CO LLC	0.21%	Reduce -25.2%	19,371	$3.7M
BTC Capital Management, Inc.	0.33%	Reduce -1.2%	19,037	$3.6M
Rogco, LP	1.44%	Add +1.3%	18,926	$3.6M
Tilson Financial Group, Inc.	1.42%	Add +0.5%	18,779	$3.6M
Jane Street Group, LLC	0.01%	Add +219.7%	18,701	$3.6M
St. Clair Advisors, LLC	1.00%	No change	18,653	$3.6M
Stratos Wealth Advisors, LLC	0.19%	Reduce -50.5%	18,647	$3.6M
Gray Private Wealth, LLC	2.14%	Reduce -1.4%	18,646	$3.6M
AlphaCore Capital LLC	0.30%	New	18,641	$3.6M
Ameritas Advisory Services, LLC	0.14%	Reduce -17.3%	18,417	$3.5M
Tiaa Trust, National Association	0.01%	Add +2.9%	18,101	$3.4M
Garde Capital, Inc.	0.20%	No change	18,097	$3.4M
Investment Advisory Group, LLC	1.14%	Add +1.8%	17,931	$3.4M
MSH Capital Advisors LLC	1.05%	Add +6.8%	17,770	$3.4M
First Citizens Bank & Trust Co.	0.09%	Reduce -5.1%	17,757	$3.4M
Strategic Blueprint, LLC	0.18%	Add +40.2%	17,729	$3.4M
Diversified Trust Co.	0.08%	Add +766.5%	17,719	$3.4M
IHT Wealth Management, LLC	0.10%	Reduce -73.2%	17,616	$3.4M
Kickstand Ventures, Llc.	0.86%	Add +22.2%	17,556	$3.3M
SIMA Wealth Partners, LLC	2.76%	Reduce -1.2%	17,430	$3.3M
Oxford Financial Group, LTD. LLC	0.23%	Add +5.6%	17,423	$3.3M
Renasant Bank	2.20%	Reduce -9.0%	17,418	$3.3M
Southern Capital Advisors, LLC	1.84%	Add +15.3%	17,401	$3.3M
D.A. Davidson & Co.	0.03%	Reduce -1.9%	17,378	$3.3M
Copperleaf Capital, LLC	1.98%	Add +49.0%	17,374	$3.3M
West Coast Financial LLC	0.38%	Add +5.3%	17,300	$3.3M
Belpointe Asset Management LLC	0.17%	Reduce -7.5%	17,269	$3.3M
Valeo Financial Advisors, LLC	0.09%	Add +0.3%	17,261	$3.3M
Atom Investors LP	0.40%	New	17,225	$3.3M
Quantinno Capital Management LP	0.02%	Add +76.7%	17,224	$3.3M
National Philanthropic Trust	0.05%	Add +4.6%	17,172	$3.3M
Morris Financial Concepts, Inc.	1.37%	Reduce -1.1%	17,157	$3.3M
Pinnacle Family Advisors, LLC	1.78%	Add +2.6%	17,131	$3.3M
Summit Financial Wealth Advisors, LLC	0.65%	Reduce -0.1%	17,099	$3.3M
Schechter Investment Advisors, LLC	0.27%	Add +1.8%	17,081	$3.3M
Telos Capital Management, Inc.	0.35%	Add +5.9%	16,987	$3.2M
Magnus Financial Group LLC	0.31%	Add +14.6%	16,925	$3.2M
Evercore Wealth Management, LLC	0.05%	Reduce -3.0%	16,837	$3.2M
Gateway Wealth Partners, LLC	0.71%	Add +48.8%	16,629	$3.2M
My Legacy Advisors, LLC	1.22%	Add +45.4%	16,565	$3.2M
Bridges Investment Management Inc.	0.05%	Reduce -1.7%	16,548	$3.2M
Florida Trust Wealth Management Co	0.10%	Reduce -8.1%	16,483	$3.1M
Stegner Investment Associates Inc.	2.19%	Reduce -3.9%	16,440	$3.1M
Pines Wealth Management, LLC	1.45%	Add +3.2%	18,594	$3.1M
Theory Financial LLC	1.32%	Add +45.5%	16,385	$3.1M
Verus Capital Partners, LLC	0.31%	Add +47.2%	16,311	$3.1M
FORM Wealth Advisors, LLC	0.42%	—	16,048	$3.1M
Advus Financial Partners, LLC	0.85%	Add +16.6%	15,999	$3.0M
Waterway Wealth Management, LLC	1.27%	Add +488.4%	15,952	$3.0M
Apex Wealth Management, LLC	2.70%	Reduce -0.3%	15,775	$3.0M
Peregrine Asset Advisers, Inc.	1.12%	Reduce -3.5%	15,726	$3.0M
Cadence Bank	0.21%	Add +0.2%	15,616	$3.0M
Summit Investment Advisory Services, LLC	1.46%	Reduce -10.2%	15,599	$3.0M
SOL Capital Management CO	0.33%	Add +1.0%	15,560	$3.0M
Financial Counselors Inc.	0.04%	Add +35.5%	15,388	$2.9M
Nwam LLC	0.25%	Add +0.8%	15,300	$2.9M
Trail Ridge Investment Advisors, LLC	1.50%	Reduce -25.2%	15,286	$2.9M
Sowell Financial Services LLC	0.13%	Add +0.5%	15,245	$2.9M
Focus Partners Advisor Solutions, LLC	0.04%	Add +1.4%	15,227	$2.9M
Seneca House Advisors	1.23%	Add +0.2%	15,184	$2.9M
Tobias Financial Advisors, Inc.	0.56%	Add +1.8%	15,080	$2.9M
Truepoint, Inc.	0.08%	Reduce -21.5%	14,983	$2.9M
Citadel Advisors	0.00%	Reduce -72.1%	14,894	$2.8M
FFG Retirement Advisors LLC	1.93%	Add +8.0%	14,855	$2.8M
Glass Jacobson Investment Advisors llc	0.92%	No change	14,743	$2.8M
Market Street Wealth Management Advisors LLC	0.48%	Reduce -0.8%	14,764	$2.8M
Thompson Investment Management, Inc.	0.42%	Add +3.6%	14,681	$2.8M
RFG Advisory, LLC	0.08%	Reduce -39.8%	14,597	$2.8M
Mather Group, Llc.	0.03%	Add +52.3%	14,538	$2.8M
Davis Wealth Advisors, LLC	3.12%	Add +50.1%	14,490	$2.8M
GenWealth Group, Inc.	0.61%	Reduce -0.2%	14,449	$2.8M
PGIM Custom Harvest LLC	0.07%	Reduce -0.9%	14,445	$2.8M
Gryphon Financial Partners LLC	0.40%	Add +3.5%	14,333	$2.7M
Principal Financial Group Inc.	0.00%	Reduce -5.0%	14,214	$2.7M
Flagship Wealth Advisors, LLC	1.13%	Reduce -2.4%	14,084	$2.7M
Centaurus Financial, Inc.	0.16%	Reduce -58.4%	13,967	$2.7M
Lane & Associates LLC	1.43%	Reduce -1.4%	13,913	$2.7M
Sequent Asset Management, LLC	1.46%	Reduce -16.7%	13,737	$2.6M
Avior Wealth Management, LLC	0.10%	Reduce -0.7%	13,725	$2.6M
TRUE Private Wealth Advisors	0.31%	Reduce -4.7%	13,566	$2.6M
Retirement Wealth Solutions LLC	2.07%	Add +176.8%	13,439	$2.6M
IFG Advisory, LLC	0.14%	Add +44.8%	13,390	$2.6M
Gables Capital Management Inc.	1.26%	No change	13,330	$2.5M
Brave Asset Management Inc.	0.79%	Reduce -0.9%	13,261	$2.5M
New Age Alpha Advisors, LLC	0.11%	New	13,244	$2.5M
WealthPLAN Partners, LLC	0.36%	Add +30.7%	13,239	$2.5M
Ellis Investment Partners, LLC	0.52%	Reduce -15.6%	13,203	$2.5M
Afg Fiduciary Services Limited Partnership	1.84%	Add +45.3%	13,822	$2.5M
PKS Advisory Services, LLC	0.68%	Reduce -21.0%	13,121	$2.5M
Bush Investment Group, LLC	1.88%	Add +35.7%	13,104	$2.5M
Bank of Hawaii	0.14%	Reduce -5.6%	13,060	$2.5M
Nations Financial Group Inc, /Ia/	0.19%	Reduce -3.5%	13,000	$2.5M
Johnson Investment Counsel Inc.	0.02%	Add +1.3%	12,811	$2.4M
SWP Financial LLC	1.49%	Add +0.1%	12,810	$2.4M
Brighton Jones LLC	0.08%	Reduce -9.4%	12,710	$2.4M
Integrated Advisors Network LLC	0.12%	Add +584.8%	12,627	$2.4M
Operose Advisors LLC	0.80%	No change	12,609	$2.4M
Centurion Wealth Management LLC	0.75%	No change	12,581	$2.4M
Advisor Resource Council	0.19%	New	12,505	$2.4M
Tsfg, LLC	0.49%	Add +0.0%	12,479	$2.4M
Grey Ledge Advisors, LLC	0.62%	Reduce -1.0%	12,450	$2.4M
Sigma Investment Counselors Inc.	0.14%	Reduce -0.5%	12,436	$2.4M
Scotia Capital Inc.	0.01%	Add +6.2%	12,377	$2.4M
BridgePort Financial Solutions, LLC	1.06%	Reduce -0.1%	12,369	$2.4M
Coign Capital Advisors LLC	1.80%	Add +8.6%	12,300	$2.3M
WealthBridge Capital Management, LLC	0.66%	Reduce -3.8%	12,239	$2.3M
Leslie Global Wealth, LLC	1.13%	Reduce -1.9%	12,203	$2.3M
Brown Brothers Harriman & Co.	0.02%	Reduce -6.5%	12,139	$2.3M
Strategies Wealth Advisors, LLC	0.28%	Reduce -0.2%	12,072	$2.3M
Graves Light Lenhart Wealth, Inc.	0.28%	No change	12,044	$2.3M
Wellspring Financial Advisors, LLC	0.25%	Reduce -2.1%	12,010	$2.3M
Great Point Wealth Advisors, LLC	0.49%	No change	11,996	$2.3M
MA Private Wealth	0.43%	Add +0.1%	11,941	$2.3M
Diversify Advisory Services, LLC	0.14%	Add +9.5%	12,322	$2.3M
Uptick Partners, LLC	0.76%	Reduce -1.5%	11,823	$2.3M
Spectrum Planning & Advisory Services Inc.	1.87%	Reduce -43.9%	11,792	$2.2M
CLG LLC	0.78%	Reduce -4.4%	11,789	$2.2M
Partners Wealth Management, LLC	2.53%	Add +2.5%	11,720	$2.2M
Neumann Capital Management, LLC	0.76%	Add +0.9%	11,515	$2.2M
AlTi Global, Inc.	0.06%	No change	11,453	$2.2M
LifePlan Investment Advisors, Inc.	1.25%	Add +74.8%	11,379	$2.2M
Councilor Wealth, LLC	1.08%	Reduce -17.7%	11,318	$2.2M
Total Investment Management Inc.	0.28%	Reduce -6.1%	11,297	$2.2M
Roble, Belko & Company, Inc	0.34%	No change	11,238	$2.1M
Simon Quick Advisors, LLC	0.12%	Add +5.4%	11,214	$2.1M
Dohj, LLC	0.49%	Add +25.0%	11,204	$2.1M
Wealth Dimensions Group, Ltd.	0.51%	Reduce -1.7%	11,161	$2.1M
Gemmer Asset Management LLC	0.21%	Add +7.6%	11,093	$2.1M
Mattern Wealth Management LLC	0.47%	Add +2.2%	11,070	$2.1M
First Commonwealth Financial Corp	0.49%	Reduce -10.4%	10,999	$2.1M
Interchange Capital Partners, LLC	0.59%	Add +44.0%	10,994	$2.1M
Aptus Capital Advisors, LLC	0.02%	Add +0.6%	10,970	$2.1M
Bryn Mawr Trust Advisors, LLC	0.13%	Reduce -11.2%	10,947	$2.1M
Independent Financial Group, LLC	0.07%	Reduce -35.7%	10,915	$2.1M
Commonwealth Retirement Investments LLC	0.85%	Add +39.4%	10,912	$2.1M
Carolinas Wealth Consulting LLC	0.45%	Add +1.0%	10,911	$2.1M
GenTrust, LLC	0.10%	No change	10,900	$2.1M
Ascent Capital Management, LLC	2.09%	Add +68.2%	10,865	$2.1M
RCS Financial Planning, LLC	1.09%	Add +42.6%	10,858	$2.1M
Crestwood Advisors Group, LLC	0.04%	Add +6.7%	10,776	$2.1M
Compound Planning, Inc.	0.09%	Add +16.6%	10,771	$2.1M
Dumont & Blake Investment Advisors LLC	0.57%	Add +0.1%	10,757	$2.1M
Marietta Wealth Management, LLC	0.30%	Add +0.0%	10,727	$2.0M
Fullcircle Wealth LLC	0.84%	Add +28.1%	11,189	$2.0M
Venturi Wealth Management, LLC	0.11%	Add +36.3%	10,664	$2.0M
Nottingham Advisors, Inc.	0.31%	Reduce -33.0%	10,661	$2.0M
Sterling Investment Counsel, LLC	0.69%	Add +108.0%	10,563	$2.0M
Family Firm, Inc.	0.45%	Add +0.0%	10,465	$2.0M
Retirement Income Solutions, Inc.	0.42%	No change	10,463	$2.0M
Bailard, Inc.	0.05%	Reduce -4.5%	10,434	$2.0M
Sonoma Private Wealth LLC	2.75%	Reduce -1.2%	10,419	$2.0M
Mission Wealth Management, LP	0.05%	Add +0.5%	10,416	$2.0M
Commerce Bank	0.01%	Add +1.9%	10,387	$2.0M
Concorde Asset Management, LLC	1.06%	Add +8.7%	10,854	$2.0M
O'shaughnessy Asset Management, LLC	0.02%	Add +17.4%	10,322	$2.0M
Clear Creek Financial Management, LLC	0.20%	Reduce -87.5%	10,313	$2.0M
Whittier Trust Co.	0.03%	Reduce -2.1%	10,307	$2.0M
Synovus Financial Corp.	0.03%	Reduce -8.0%	10,225	$1.9M
Hirtle & Co., LLC	0.09%	Reduce -15.9%	10,215	$1.9M
Tranquility Partners, LLC	0.75%	Add +4.7%	10,215	$1.9M
Blalock Williams, LLC	2.16%	Add +41.6%	10,118	$1.9M
Sonata Capital Group Inc.	0.84%	Reduce -2.2%	10,108	$1.9M
Castle Wealth Management LLC	0.75%	Reduce -3.6%	10,077	$1.9M
Custos Family Office, LLC	0.68%	Add +1.6%	10,024	$1.9M
Birnam Oak Advisors, LP	0.80%	No change	10,000	$1.9M
Able Wealth Management LLC	1.13%	Reduce -1.5%	9,977	$1.9M
WBH Advisory Inc.	0.18%	Reduce -5.1%	9,956	$1.9M
Stephens Inc.	0.03%	Add +1.1%	9,820	$1.9M
Alta Wealth Advisors LLC	0.85%	Reduce -35.4%	9,771	$1.9M
Sachetta, LLC	0.76%	Reduce -0.2%	9,708	$1.9M
Roberts Financial Services LLC	0.36%	Reduce -19.1%	9,701	$1.8M
NorthLanding Financial Partners, LLC	1.81%	Reduce -1.7%	9,650	$1.8M
Iams Wealth Management, LLC	0.84%	Add +4.7%	9,638	$1.8M
Bessemer Group Inc.	0.00%	Add +4.2%	9,508	$1.8M
Bernardo Wealth Planning LLC	0.43%	No change	9,487	$1.8M
Hilltop Holdings Inc.	0.11%	Add +10.0%	9,433	$1.8M
Transcend Capital Advisors, LLC	0.13%	Add +17.1%	9,395	$1.8M
Coldstream Capital Management Inc.	0.04%	Add +45.2%	9,373	$1.8M
Kohmann Bosshard Financial Services, LLC	0.21%	No change	9,301	$1.8M
Rathbones Group PLC	0.01%	Add +4.1%	9,245	$1.8M
Patriot Investment Management Group, Inc.	0.13%	Reduce -0.2%	9,237	$1.8M
Lee Financial Co	0.27%	Reduce -4.1%	9,112	$1.7M
Total Wealth Planning, LLC	0.27%	Reduce -11.2%	9,094	$1.7M
Private Wealth Asset Management, LLC	0.25%	—	9,085	$1.7M
Vanguard Personalized Indexing Management, LLC	0.03%	Add +26.1%	9,081	$1.7M
United Advisor Group, LLC	0.35%	Add +5.3%	9,081	$1.7M
Wedbush Securities Inc.	0.06%	Add +33.3%	9,071	$1.7M
Brookwood Investment Group LLC	0.29%	—	8,984	$1.7M
Hopwood Financial Services, Inc.	1.32%	No change	8,943	$1.7M
Procyon Advisors, LLC	0.10%	Reduce -0.7%	8,928	$1.7M
17 Capital Partners, LLC	1.09%	Add +12.9%	8,916	$1.7M
Wealthcare Advisory Partners LLC	0.05%	Add +6.3%	8,907	$1.7M
GeoWealth Management, LLC	0.07%	Add +14.4%	8,888	$1.7M
Clearview Wealth Advisors LLC	1.26%	Add +24.4%	8,867	$1.7M
Sutton Place Investors LLC	1.13%	Add +42.2%	8,852	$1.7M
Yukon Wealth Management, Inc.	0.69%	—	8,750	$1.7M
Finley Financial, LLC	0.93%	Reduce -1.8%	9,085	$1.7M
Koshinski Asset Management, Inc.	0.14%	Reduce -1.1%	8,707	$1.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.25%	Add +2.0%	8,765	$1.7M
SouthState Bank Corp	0.07%	New	8,598	$1.6M
Commonwealth Financial Services, LLC	0.34%	Add +33.1%	8,587	$1.6M
HBK Sorce Advisory LLC	0.05%	Add +11.6%	8,526	$1.6M
BigSur Wealth Management LLC	0.44%	No change	8,500	$1.6M
Taylor Financial Group, Inc.	1.12%	Reduce -6.4%	8,457	$1.6M
Cooper Financial Group	0.21%	Add +66.2%	8,434	$1.6M
Glenview Trust Co	0.03%	Reduce -8.3%	8,424	$1.6M
Forefront Wealth Partners, LLC	1.09%	Reduce -6.1%	8,416	$1.6M
Infinity Wealth Counsel, LLC	1.73%	No change	8,399	$1.6M
Heritage Financial Services, LLC	0.16%	No change	8,358	$1.6M
Stonebridge Financial Planning Group, LLC	0.72%	Reduce -1.8%	8,308	$1.6M
Eldridge Investment Advisors, Inc.	0.36%	No change	8,279	$1.6M
Empirical Asset Management, LLC	0.54%	Add +11.6%	8,275	$1.6M
Accelerate Investment Advisors LLC	1.32%	Add +30.8%	8,272	$1.6M
Pinnacle Associates Ltd.	0.02%	Reduce -11.0%	8,261	$1.6M
Forum Financial Management, LP	0.03%	Reduce -3.3%	8,212	$1.6M
Plum Street Advisors, LLC	0.75%	Reduce -1.7%	8,204	$1.6M
AdvisorNet Financial, Inc	0.12%	Add +11.0%	8,196	$1.6M
Essex Financial Services, Inc.	0.11%	Reduce -9.2%	8,156	$1.6M
Klaas Financial Asset Advisors, LLC	0.27%	Reduce -0.1%	8,131	$1.5M
Journey Strategic Wealth LLC	0.05%	Add +10.3%	8,127	$1.5M
Rialto Wealth Management, LLC	0.49%	Add +0.7%	8,127	$1.5M
Glenmede Trust Co. NA	0.01%	Reduce -16.1%	8,118	$1.5M
Sovereign Financial Group, Inc.	0.36%	Add +32.8%	8,099	$1.5M
Redwood Investment Management, LLC	0.17%	Add +6.4%	8,072	$1.5M
First Foundation Advisors	0.06%	Add +40.3%	8,051	$1.5M
Farmers & Merchants Investments Inc.	0.05%	Reduce -0.3%	8,041	$1.5M
BCU Wealth Advisors, LLC	0.80%	Add +19.5%	8,039	$1.5M
Hazlett, Burt & Watson, Inc.	0.68%	Add +10.2%	7,975	$1.5M
May Hill Capital, LLC	0.57%	Add +234.1%	7,935	$1.5M
Ballentine Partners, LLC	0.03%	Reduce -6.1%	7,875	$1.5M
Private Trust Co. NA	0.15%	Add +22.0%	7,870	$1.5M
Trilogy Capital Inc.	0.08%	Reduce -0.7%	7,820	$1.5M
Tiemann Investment Advisors, LLC	0.67%	Reduce -0.8%	7,777	$1.5M
Whittier Trust Co. of Nevada Inc.	0.04%	Add +100.0%	7,745	$1.5M
Merkkuri Wealth Advisors LLC	1.26%	Add +59.9%	7,726	$1.5M
White Pine Capital LLC	0.51%	Reduce -0.5%	7,706	$1.5M
Regimen Wealth, LLC	0.47%	Reduce -0.9%	7,692	$1.5M
Clear Investment Research, LLC	1.93%	Add +0.1%	7,566	$1.4M
Avantax Planning Partners, Inc.	0.05%	Reduce -4.0%	7,563	$1.4M
Moisand Fitzgerald Tamayo, LLC	0.20%	Reduce -3.7%	7,554	$1.4M
Mill Creek Capital Advisors, LLC	0.03%	Reduce -0.6%	7,488	$1.4M
Awm Capital, LLC	0.17%	No change	7,447	$1.4M
Salem Investment Counselors Inc.	0.05%	Reduce -35.0%	7,439	$1.4M
MJT & Associates Financial Advisory Group, Inc.	1.36%	—	7,421	$1.4M
Mason & Associates, LLC	0.41%	Reduce -3.6%	7,402	$1.4M
Cahaba Wealth Management, Inc.	0.12%	Reduce -2.3%	7,368	$1.4M
Midland Wealth Advisors, LLC	0.08%	Reduce -4.3%	7,348	$1.4M
Magnolia Capital Management Ltd.	1.19%	Add +1.1%	7,310	$1.4M
Lowe Brockenbrough & Co. Inc.	0.09%	Reduce -0.6%	7,300	$1.4M
Idaho Trust Co	0.57%	Add +27.9%	7,300	$1.4M
Bank of Nova Scotia	0.00%	Reduce -44.9%	7,284	$1.4M
Fiduciary Trust Co	0.02%	Add +6.0%	7,281	$1.4M
Burkett Financial Services, LLC	0.56%	Add +1.2%	7,271	$1.4M
Raleigh Capital Management Inc.	0.63%	Add +23.3%	7,262	$1.4M
Jaffetilchin Investment Partners, LLC	0.10%	Add +3.9%	7,237	$1.4M
Pallas Capital Advisors LLC	0.06%	Add +19.6%	7,226	$1.4M
LaSalle St. Investment Advisors, LLC	0.32%	Add +135.0%	7,225	$1.4M
Bristlecone Advisors, LLC	0.11%	Reduce -0.3%	7,218	$1.4M
Assetmark, Inc.	0.00%	Add +42.7%	7,165	$1.4M
Oxinas Partners, LLC	0.81%	Add +5.5%	7,164	$1.4M
Diversified Portfolios, Inc.	0.14%	Add +0.2%	7,125	$1.4M
Perennial Investment Advisors, LLC	0.15%	Add +15.4%	7,091	$1.4M
Fonville Wealth Management LLC	0.40%	Reduce -5.8%	7,336	$1.3M
LTG Capital LLC	1.22%	Reduce -1.1%	7,041	$1.3M
Hutchens & Kramer Investment Management Group, LLC	0.73%	Add +25.3%	6,983	$1.3M
TrinityBridge Ltd	0.04%	No change	6,958	$1.3M
PFG Investments, LLC	0.09%	Add +2.7%	6,957	$1.3M
JSF Financial, LLC	0.35%	Reduce -93.6%	6,884	$1.3M
SOA Wealth Advisors, LLC.	0.27%	Reduce -1.8%	6,879	$1.3M
Fairscale Capital, LLC	1.18%	Reduce -0.3%	6,874	$1.3M
Private Wealth Management Group, LLC	0.48%	Reduce -5.5%	6,839	$1.3M
Catalyst Private Wealth, LLC	0.63%	No change	6,799	$1.3M
Kennedy Investment Group, Inc.	0.59%	Reduce -5.4%	6,693	$1.3M
EverSource Wealth Advisors, LLC	0.07%	Add +102.4%	6,688	$1.3M
CRA Financial Services, LLC	0.22%	Add +0.8%	6,688	$1.3M
International Assets Investment Management, LLC	0.11%	Add +1.2%	6,628	$1.3M
World Equity Group, Inc.	0.36%	Add +95.5%	6,609	$1.3M
Lakeridge Wealth Management LLC	0.63%	Reduce -0.8%	6,610	$1.3M
Capital Square, LLC	0.74%	Add +12.6%	6,577	$1.3M
Wedmont Private Capital	0.06%	No change	7,010	$1.2M
King Wealth Management Group	0.19%	No change	6,550	$1.2M
Legacy Advisors, LLC	0.13%	No change	6,482	$1.2M
Savvy Advisors, Inc.	0.12%	Add +89.2%	6,482	$1.2M
Rothschild Investment LLC	0.08%	Add +0.3%	6,475	$1.2M
Westmount Partners, LLC	0.37%	Add +0.2%	6,441	$1.2M
Thomasville National Bank	0.09%	Reduce -5.9%	6,384	$1.2M
Crescent Grove Advisors, LLC	0.13%	Reduce -2.4%	6,367	$1.2M
BBR Partners, LLC	0.09%	No change	6,352	$1.2M
Vantage Point Financial LLC	0.61%	Add +29.1%	6,311	$1.2M
Elios Financial Group Inc.	0.59%	Add +5.5%	6,278	$1.2M
Sendero Wealth Management, LLC	0.17%	No change	6,277	$1.2M
DBK Financial Counsel, LLC	1.20%	Add +130.4%	6,272	$1.2M
Conning Inc.	0.04%	No change	6,272	$1.2M
Emergent Wealth Advisors, LLC	0.86%	Add +13.8%	6,261	$1.2M
Azimuth Capital Investment Management LLC	0.05%	Add +21.3%	6,261	$1.2M
Arete Wealth Advisors, LLC	0.09%	Add +48.3%	6,262	$1.2M
Creative Financial Designs Inc.	0.10%	Add +3.8%	6,249	$1.2M
AMG National Trust Bank	0.03%	Reduce -35.1%	6,228	$1.2M
Whitcomb & Hess, Inc.	0.36%	Reduce -2.7%	6,221	$1.2M
Laurel Wealth Advisors LLC	0.19%	Reduce -1.4%	6,220	$1.2M
Joel Isaacson & Co., LLC	0.05%	Add +2.2%	6,163	$1.2M
Corundum Group, Inc.	0.56%	No change	6,163	$1.2M
Signal Advisors Wealth, LLC	0.11%	Reduce -32.3%	6,117	$1.2M
Cadinha & Co. LLC	0.25%	Add +0.0%	6,102	$1.2M
Schneider Downs Wealth Management Advisors, LP	0.21%	Add +1.3%	6,087	$1.2M
Patton Albertson Miller Group, LLC	0.17%	Reduce -2.0%	6,061	$1.2M
Professional Financial Advisors, LLC	0.29%	Add +5.8%	6,038	$1.2M
Silvercrest Asset Management Group LLC	0.01%	Reduce -2.8%	6,026	$1.1M
Integrated Investment Consultants, LLC	0.23%	Add +12.9%	6,010	$1.1M
Wealth Effects LLC	0.48%	No change	5,982	$1.1M
South Plains Financial, Inc.	0.89%	Add +2.6%	5,962	$1.1M
Schroder Investment Management Group	0.00%	New	6,016	$1.1M
DAVENPORT & Co LLC	0.01%	Add +57.0%	5,940	$1.1M
Windward Private Wealth Management Inc.	0.44%	No change	5,919	$1.1M
U.S. Capital Wealth Advisors, LLC	0.03%	Reduce -61.1%	5,880	$1.1M
Hohimer Wealth Management, LLC	0.22%	No change	5,868	$1.1M
Montecito Bank & Trust	0.20%	Reduce -2.2%	5,866	$1.1M
Sound Income Strategies, LLC	0.07%	Reduce -63.4%	5,836	$1.1M
Tarbox Family Office, Inc.	0.18%	No change	5,799	$1.1M
WealthTrak Capital Management LLC	0.95%	Add +43.5%	5,787	$1.1M
Absolute Capital Management, LLC	0.63%	Add +40.0%	5,761	$1.1M
Boston Family Office LLC	0.08%	No change	5,743	$1.1M
Michels Family Financial, LLC	0.98%	Reduce -0.2%	5,672	$1.1M
Country Club Bank	0.07%	Add +1.1%	5,723	$1.1M
Chapin Davis, Inc.	0.37%	Reduce -1.6%	5,651	$1.1M
Venture Visionary Partners LLC	0.04%	Add +10.5%	5,589	$1.1M
Blake Schutter Theil Wealth Advisors, LLC	1.21%	No change	5,581	$1.1M
SageView Advisory Group, LLC	0.05%	Reduce -0.2%	5,573	$1.1M
Zhang Financial LLC	0.06%	Reduce -0.5%	5,567	$1.1M
Certified Advisory Corp	0.12%	Reduce -3.1%	5,563	$1.1M
CW Advisors, LLC	0.01%	New	5,542	$1.1M
Tempus Wealth Planning, LLC	0.31%	Add +88.4%	5,496	$1.0M
Forum Private Client Group LLC	0.45%	Reduce -0.9%	5,487	$1.0M
Triumph Capital Management	0.35%	Reduce -3.2%	5,471	$1.0M
Lodestar Private Asset Management LLC	0.13%	Add +0.0%	5,444	$1.0M
Resurgent Financial Advisors LLC	0.62%	Add +38.7%	5,404	$1.0M
PACK Private Wealth, LLC	0.61%	No change	5,402	$1.0M
Bison Wealth, LLC	0.10%	Reduce -19.7%	5,387	$1.0M
West Oak Capital, LLC	0.57%	Reduce -17.9%	5,376	$1.0M
Chevy Chase Trust Holdings, LLC	0.00%	Reduce -6.1%	5,355	$1.0M
Quadrant Capital Group LLC	0.04%	Reduce -12.7%	5,345	$1.0M
Net Worth Advisory Group	0.32%	Add +1.9%	5,341	$1.0M
Monograph Wealth Advisors, LLC	0.14%	No change	5,315	$1.0M
Beacon Financial Group	0.11%	Add +1.3%	5,307	$1.0M
MBA Advisors LLC	0.50%	Reduce -4.0%	5,306	$1.0M
Canopy Partners, LLC	0.39%	No change	5,296	$1.0M
Asset Dedication, LLC	0.08%	Add +2.5%	5,282	$1.0M
Lindbrook Capital, LLC	0.09%	Reduce -0.8%	5,272	$1.0M
Newport Capital Group, LLC	0.72%	Reduce -2.3%	5,247	$1.0M
Cary Street Partners Financial LLC	0.03%	Add +0.0%	5,224	$996K
MidAtlantic Capital Management, Inc.	0.78%	Add +4.4%	5,209	$993K
Evensky & Katz LLC	0.07%	Reduce -4.0%	5,174	$986K
New England Private Wealth Advisors LLC	0.15%	Add +0.2%	5,150	$981K
Aprio Wealth Management, LLC	0.12%	Add +4.1%	5,147	$981K
Quantum Portfolio Management LLC	0.50%	Reduce -56.7%	5,143	$980K
Aspire Private Capital, LLC	0.24%	Add +51.4%	5,120	$976K
Henrickson Nauta Wealth Advisors, Inc.	0.40%	No change	5,543	$972K
NBT Bank, N.A.	0.07%	Reduce -0.1%	5,078	$968K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH	0.24%	Reduce -1.0%	5,054	$963K
NewEdge Wealth, LLC	0.02%	Add +55.3%	5,052	$963K
OMNI 360 Wealth, Inc.	0.64%	Add +20.8%	5,017	$956K
Waldron Private Wealth LLC	0.04%	Reduce -48.3%	5,002	$953K
Noble Family Wealth, LLC	0.26%	No change	5,000	$953K
Helium Advisors LLC	0.69%	Reduce -0.5%	4,984	$950K
Fiduciary Alliance LLC	0.09%	Add +0.3%	4,972	$948K
Elm Partners Management LLC	0.06%	Reduce -5.1%	4,966	$946K
EFG Asset Management (Americas) Corp.	0.19%	Add +0.5%	4,948	$943K
Maripau Wealth Management LLC	0.54%	Reduce -9.3%	4,921	$938K
Summit Financial, LLC	0.03%	Reduce -26.7%	4,919	$937K
Members Wealth LLC	0.71%	Reduce -13.2%	4,917	$937K
LexAurum Advisors, LLC	0.18%	Add +27.5%	4,902	$934K
JT Stratford LLC	0.17%	Add +51.1%	4,887	$931K
Beacon Financial Advisory LLC	0.28%	Add +31.9%	4,862	$927K
TrueWealth Advisors, LLC	0.30%	Add +6.6%	4,803	$915K
Florida Financial Advisors, LLC	0.36%	Add +46.2%	4,786	$912K
JMG Financial Group, Ltd.	0.03%	Reduce -7.1%	4,773	$910K
Kingsview Wealth Management, LLC	0.02%	Add +0.3%	4,773	$910K
Greenwood Gearhart LLC	0.06%	Add +26.8%	4,770	$909K
Provenance Wealth Advisors, LLC	0.13%	Reduce -0.3%	4,764	$908K
Semmax Financial Advisors Inc.	0.25%	Add +37.5%	4,887	$906K
Vontobel Holding Ltd.	0.00%	No change	4,753	$906K
Gallagher Capital Advisors, LLC	0.69%	Add +0.0%	4,730	$901K
Evanson Asset Management, LLC	0.06%	Reduce -15.3%	4,721	$900K
Catalina Capital Group, LLC	0.60%	Add +23.9%	4,711	$898K
Connecticut Wealth Management, LLC	0.05%	Reduce -12.9%	4,705	$897K
Dentgroup LLC	0.67%	Reduce -0.2%	4,655	$887K
Atlantic Edge Private Wealth Management, LLC	0.27%	No change	4,647	$886K
Old National Bancorp	0.02%	Reduce -31.1%	4,645	$885K
N.E.W. Advisory Services LLC	0.07%	Reduce -0.4%	4,538	$865K
Moss Adams Wealth Advisors LLC	0.09%	Add +0.0%	4,526	$863K
Smartleaf Asset Management LLC	0.08%	Add +7.4%	4,545	$858K
1ST Source Bank	0.05%	Reduce -1.3%	4,495	$857K
Processus Wealth & Capital Management, LLC	0.73%	Add +8.1%	4,480	$854K
Summit Asset Management, LLC	0.15%	Reduce -0.4%	4,478	$853K
McGlone Suttner Wealth Management, Inc.	0.14%	No change	4,472	$852K
FSM Wealth Advisors, LLC	0.19%	No change	4,471	$852K
Glassman Wealth Services	0.14%	Add +4.5%	4,464	$851K
Atlatl Advisers LLC	0.55%	Add +28.8%	4,443	$847K
Marino, Stram & Associates LLC	0.19%	Add +0.2%	4,435	$845K
Investor's Fiduciary Advisor Network, LLC	0.40%	Reduce -3.0%	4,432	$844K
Matrix Private Capital Group LLC	0.50%	Add +1.3%	4,409	$840K
Birch Hill Investment Advisors LLC	0.04%	Add +17.4%	4,385	$836K
Plante Moran Financial Advisors, LLC	0.07%	Add +0.8%	4,382	$835K
Advisors Capital Management, LLC	0.01%	Reduce -3.5%	4,355	$830K
S&co Inc.	0.06%	No change	4,350	$829K
VestGen Investment Management	0.62%	Reduce -39.2%	4,339	$827K
Picton Mahoney Asset Management	0.03%	No change	4,335	$826K
Caprock Group, LLC	0.03%	Add +2.1%	4,306	$821K
CENTRAL TRUST Co	0.02%	Reduce -1.1%	4,298	$819K
Community Bank, N.A.	0.11%	Add +4.9%	4,280	$816K
First Command Advisory Services, Inc.	0.01%	No change	4,263	$812K
Inspirion Wealth Advisors, LLC	0.11%	Reduce -0.0%	4,256	$811K
Aspiriant, LLC	0.03%	Add +0.6%	4,250	$810K
Carl P. Sherr & Co., LLC	0.44%	Reduce -0.5%	4,244	$809K
Blankinship & Foster, LLC	0.20%	Reduce -3.0%	4,240	$808K
Vanguard Group Inc.	0.00%	Add +7.7%	4,228	$806K
Transce3nd, LLC	0.36%	Add +63.4%	4,201	$801K
Capital Advisors Inc.	0.02%	Reduce -0.1%	4,150	$791K
Benchmark Investment Advisors LLC	0.51%	Reduce -4.0%	4,114	$784K
Opal Wealth Advisors, LLC	0.24%	Reduce -88.6%	4,098	$781K
Watershed Private Wealth LLC	0.31%	Add +18.1%	4,090	$779K
Continuum Advisory, LLC	0.10%	Reduce -7.4%	4,085	$779K
Moors & Cabot, Inc.	0.04%	Add +22.5%	4,077	$777K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.02%	Add +7.4%	4,070	$776K
Signature Estate & Investment Advisors LLC	0.02%	Reduce -0.6%	4,067	$775K
Clientfirst Wealth Management, LLC	0.88%	No change	4,066	$775K
Flagship Private Wealth, LLC	0.37%	Add +5.2%	4,065	$775K
Kingswood Wealth Advisors, LLC	0.07%	Add +51.4%	4,064	$774K
Lion Street Advisors, LLC	0.25%	Add +42.5%	4,063	$774K
Essex Bank	0.19%	Reduce -3.3%	4,052	$772K
Quadcap Wealth Management, LLC	0.11%	Reduce -6.0%	4,037	$769K
Pitcairn Co.	0.05%	New	4,000	$762K
MKT Advisors LLC	0.36%	No change	4,450	$762K
Milestone Asset Management Group, LLC	0.69%	Add +1.3%	3,989	$760K
Catalyst Financial Partners LLC	0.14%	Reduce -10.7%	3,988	$760K
Mgo One Seven LLC	0.03%	Add +29.6%	3,978	$758K
Guardian Financial Partners, LLC	0.36%	New	3,965	$756K
Pacific Point Advisors, LLC	0.42%	No change	3,964	$755K
Cassaday & Co Wealth Management LLC	0.02%	Add +5.4%	3,956	$754K
HSBC Holdings PLC	0.00%	Reduce -2.5%	3,955	$754K
Eastern Bank	0.01%	Reduce -23.2%	3,943	$751K
EPG Wealth Management LLC	0.21%	Reduce -13.6%	3,932	$749K
Gallagher Fiduciary Advisors, LLC	0.02%	Add +33.9%	3,928	$749K
Capital Planning Advisors, LLC	0.12%	No change	3,928	$749K
Texas Capital Bank Wealth Management Services Inc	0.08%	Add +53.1%	3,913	$746K
Embree Financial Group	0.12%	Add +0.0%	3,893	$742K
Dimension Capital Management LLC	0.13%	No change	3,873	$738K
Tyler-Stone Wealth Management	0.13%	No change	3,867	$737K
Semus Wealth Partners LLC	0.51%	Add +43.0%	3,851	$734K
Murphy, Middleton, Hinkle & Parker, Inc.	0.41%	Add +4.0%	3,845	$733K
Capital A Wealth Management, LLC	0.76%	Reduce -51.4%	3,820	$728K
Legacy Capital Group California, Inc.	0.25%	Reduce -3.3%	3,802	$725K
Balance Wealth Partners LLC	0.47%	—	3,768	$718K
HUB Investment Partners, LLC	0.03%	Add +1.0%	3,759	$716K
Wick Capital Partners, LLC	0.21%	Reduce -9.8%	3,730	$711K
Freedom Investment Management, Inc.	0.06%	New	3,725	$710K
Leo Wealth, LLC	0.10%	Reduce -83.3%	3,724	$710K
Apella Capital, LLC	0.02%	Add +5.4%	3,896	$705K
First Western Trust Bank	0.03%	No change	3,662	$698K
Lee, Kelleher & Klein Wealth Management	0.51%	No change	3,647	$695K
Fortress Financial Group, LLC	0.69%	No change	3,646	$695K
Clarity Capital Advisors, LLC	0.46%	No change	3,639	$694K
CVA Family Office, LLC	0.11%	No change	3,627	$691K
Eagle Strategies LLC	0.12%	Add +3.3%	3,589	$684K
Alterna Wealth Management, Inc.	0.52%	Add +46.9%	3,574	$681K
Cibc World Market Inc.	0.00%	Reduce -53.1%	3,567	$680K
Camden National Bank	0.10%	No change	3,566	$680K
Geometric Wealth Advisors	0.12%	No change	3,565	$679K
Veracity Capital LLC	0.27%	Add +14.4%	3,542	$675K
Novak & Powell Financial Services, Inc.	0.42%	Reduce -11.1%	3,530	$673K
Discipline Wealth Solutions, LLC	0.32%	Reduce -16.2%	3,504	$668K
Avantra Family Wealth, Inc.	0.64%	Add +7.9%	3,483	$664K
Lifeworks Advisors, LLC	0.11%	Add +45.2%	3,470	$661K
Norden Group LLC	0.08%	Reduce -91.0%	3,448	$657K
Pine Valley Investments Ltd Liability Co	0.04%	Reduce -8.2%	3,447	$657K
Insigneo Advisory Services, LLC	0.07%	Add +27.4%	3,447	$657K
Ritholtz Wealth Management	0.02%	Add +16.5%	3,438	$655K
Jackson, Grant Investment Advisers, Inc.	0.25%	Add +0.4%	3,428	$653K
Kelman-Lazarov, Inc.	0.12%	Add +0.4%	3,418	$651K
Ascentis Independent Advisors	0.13%	Reduce -31.8%	3,401	$648K
Linscomb Wealth, Inc.	0.03%	No change	3,394	$647K
Edgemoor Investment Advisors, Inc.	0.06%	No change	3,393	$647K
Potentia Wealth	0.30%	No change	3,384	$645K
Forte Capital LLC	0.08%	No change	3,370	$642K
Dynamic Advisor Solutions LLC	0.02%	Reduce -14.2%	3,362	$641K
C2C Wealth Management, LLC	0.60%	Add +0.8%	3,351	$639K
Lynch & Associates	0.14%	No change	3,342	$637K
IPG Investment Advisors LLC	0.14%	Add +8.7%	3,334	$635K
Stage Harbor Financial, LLC	0.53%	Reduce -7.8%	3,302	$629K
Capstone Wealth Management Group, LLC	0.36%	Reduce -0.5%	3,289	$627K
Financial Partners Group, Inc	0.10%	Add +0.2%	3,284	$626K
Pinnacle Financial Group, LLC / IL	0.23%	No change	3,260	$621K
Signaturefd, LLC	0.01%	Reduce -0.0%	3,257	$621K
Shulman DeMeo Asset Management LLC	0.17%	Add +0.2%	3,234	$616K
Key Financial Inc	0.13%	Add +4.2%	3,233	$616K
Integrated Capital Management, LLC	0.34%	Reduce -7.3%	3,215	$613K
Riverbend Wealth Management, LLC	0.55%	No change	3,198	$609K
Camelot Technology Advisors, Inc.	0.56%	Add +0.3%	3,192	$608K
Atlanta Consulting Group Advisors, LLC	0.18%	No change	3,167	$604K
Founders Financial Securities LLC	0.05%	Add +10.9%	3,299	$602K
Two West Capital Advisors LLC	0.50%	Add +86.9%	3,374	$602K
Seven Mile Advisory	0.40%	No change	3,151	$601K
Anderson Hoagland & Co.	0.07%	No change	3,565	$600K
New Republic Capital, LLC	0.26%	Add +15.8%	3,138	$598K
Royal Fund Management, LLC	0.07%	Reduce -0.8%	3,123	$596K
Foundation Wealth Management, LLC\PA	0.28%	No change	3,114	$593K
Integrity Wealth Solutions LLC	0.32%	Reduce -2.5%	3,086	$588K
True Link Financial Advisors, LLC	0.04%	New	3,082	$587K
Oxler Private Wealth LLC	0.20%	Add +0.3%	3,062	$584K
Summit X, LLC	0.12%	Add +0.3%	3,061	$583K
Evergreen Private Wealth LLC	0.27%	Reduce -3.3%	3,031	$578K
Guardian Asset Advisors, LLC	0.38%	Add +5.4%	3,020	$576K
Donaldson Capital Management, LLC	0.02%	New	3,004	$573K
Argent Trust Co	0.02%	Add +9.3%	2,996	$571K
Cardiff Park Advisors, LLC	0.05%	No change	2,973	$567K
Moloney Securities Asset Management, LLC	0.08%	Reduce -91.4%	2,967	$565K
Middleton & Co. Inc.	0.07%	Add +51.5%	2,955	$563K
Amara Financial, Llc.	0.52%	Add +0.4%	2,941	$560K
Plancorp, LLC	0.02%	Add +0.0%	2,928	$558K
Empower Advisory Group, LLC	0.00%	Reduce -24.9%	2,927	$558K
NorthRock Partners, LLC	0.02%	Add +97.4%	2,921	$557K
Arq Wealth Advisors, LLC	0.21%	Reduce -19.4%	2,909	$554K
Goelzer Investment Management, Inc.	0.03%	Add +51.7%	2,883	$549K
Axxcess Wealth Management, LLC	0.01%	Reduce -80.0%	2,861	$545K
WNY Asset Management, LLC	0.06%	Reduce -0.4%	2,844	$542K
Grant/GrossMendelsohn, LLC	0.30%	No change	2,969	$542K
Ballentine Capital Advisors, Inc	0.27%	No change	2,833	$540K
Pinnacle Wealth Planning Services, Inc.	0.08%	Reduce -61.8%	2,819	$537K
Navalign, LLC	0.15%	Reduce -1.4%	2,814	$536K
Fulcrum Equity Management	0.59%	Add +39.3%	2,813	$536K
Stockman Wealth Management, Inc.	0.08%	Reduce -1.6%	2,800	$534K
Claro Advisors Inc.	0.07%	Add +1.4%	2,797	$533K
Towerpoint Wealth, LLC	0.26%	Reduce -9.7%	2,781	$530K
Latitude Advisors, LLC	0.31%	Add +52.7%	2,774	$529K
Cim, LLC	0.08%	Add +1.3%	2,771	$528K
Postrock Partners LLC	0.26%	Add +27.7%	2,765	$527K
Wealthgarden F.S. LLC	0.51%	Add +25.5%	2,760	$526K
Cary Street Partners Investment Advisory LLC	0.30%	Add +38.7%	2,760	$526K
Sandy Spring Bank	0.02%	Reduce -2.8%	2,742	$523K
Quent Capital, LLC	0.05%	Reduce -6.5%	2,740	$522K
Sage Mountain Advisors LLC	0.04%	Reduce -8.8%	2,722	$519K
Spinnaker Trust	0.03%	Add +1.4%	2,719	$518K
TCV Trust & Wealth Management, Inc.	0.05%	No change	2,713	$517K
Nordwand Advisors, LLC	0.19%	No change	2,700	$515K
CWS Financial Advisors, LLC	0.16%	Add +1.6%	2,696	$514K
Smith Chas P & Associates Pa Cpas	0.03%	Add +18.5%	2,694	$513K
Pinnacle Wealth Management Advisory Group, LLC	0.05%	Reduce -29.0%	2,690	$513K
Robinson Smith Wealth Advisors LLC	0.43%	No change	2,689	$512K
Lloyd Advisory Services, LLC.	0.26%	Add +27.0%	2,688	$512K
Cornell Pochily Investment Advisors, Inc.	0.18%	Reduce -1.2%	2,672	$509K
Insight Advisors, LLC/ PA	0.09%	Reduce -0.0%	2,660	$507K
Disciplined Investments, LLC	0.23%	Reduce -16.6%	2,658	$507K
Atlas Brown,Inc.	0.18%	Reduce -4.4%	2,652	$505K
Prasad Wealth Partners, LLC	0.16%	Add +0.4%	2,642	$504K
Freestone Capital Holdings, LLC	0.02%	Reduce -1.3%	2,622	$500K
CGN Advisors LLC	0.05%	Reduce -0.7%	2,614	$498K
Independent Wealth Network Inc.	0.20%	Reduce -1.7%	2,612	$498K
Chilton Investment Co. Inc.	0.01%	Reduce -10.8%	2,603	$496K
Frontier Asset Management, LLC	0.14%	Reduce -16.9%	2,603	$496K
Welch & Forbes LLC	0.01%	Reduce -11.5%	2,600	$496K
BIP Wealth, LLC	0.03%	Add +1.6%	2,598	$495K
Gradient Capital Advisors, LLC	0.16%	No change	2,590	$494K
Bank Ozk	0.21%	Add +7.4%	2,587	$493K
Stock Yards Bank & Trust Co.	0.02%	No change	2,586	$493K
Stone Summit Wealth LLC	0.17%	No change	2,557	$487K
Investment Research & Advisory Group, Inc.	0.20%	No change	2,545	$485K
GAMMA Investing LLC	0.04%	No change	2,508	$478K
Priebe Wealth Holdings LLC	0.30%	Reduce -20.6%	2,507	$478K
Vident Advisory, LLC	0.01%	No change	2,504	$477K
High Net Worth Advisory Group LLC	0.13%	No change	2,500	$476K
4J Wealth Management LLC	0.37%	No change	2,464	$470K
SkyOak Wealth, LLC	0.10%	Add +0.1%	2,460	$469K
Headlands Technologies LLC	0.05%	Add +48.3%	2,455	$468K
Altfest L J & Co. Inc.	0.06%	Reduce -0.8%	2,444	$466K
Element Pointe Advisors, LLC	0.11%	No change	2,440	$465K
Neuberger Berman Group LLC	0.00%	Add +2.5%	2,427	$463K
Busey Bank	0.02%	No change	2,425	$462K
Ritter Daniher Financial Advisory LLC / DE	0.13%	Reduce -22.0%	2,424	$462K
Blue Zone Wealth Advisors, LLC	0.13%	Add +1.3%	2,421	$461K
Confluence Wealth Services, Inc.	0.03%	Add +2.5%	2,555	$459K
First National Trust Co	0.02%	Reduce -37.8%	2,405	$458K
Okabena Investment Services Inc.	0.12%	No change	2,400	$457K
Canandaigua National Bank & Trust Co.	0.05%	Reduce -0.2%	2,386	$455K
Regatta Capital Group, LLC	0.09%	Add +0.4%	2,385	$454K
VSM Wealth Advisory, LLC	0.16%	Add +0.1%	2,381	$454K
Colorado Capital Management, Inc.	0.21%	Add +11.3%	2,376	$453K
Golden State Wealth Management, LLC	0.07%	Add +18.9%	2,370	$452K
Gallacher Capital Management LLC	0.22%	No change	2,362	$450K
Coordinated Financial Services, Inc.	0.35%	—	2,360	$450K
Legacy Edge Advisors, LLC	0.07%	Add +32.7%	2,356	$449K
Journey Advisory Group, LLC	0.04%	No change	2,349	$448K
GDS Wealth Management	0.04%	Add +13.7%	2,342	$446K
Hara Capital LLC	0.30%	No change	2,335	$445K
Visionary Wealth Advisors	0.03%	Add +0.0%	2,320	$442K
Lighthouse Wealth Management Inc.	0.40%	No change	2,316	$441K
LJI Wealth Management, LLC	0.09%	Reduce -2.1%	2,313	$441K
Element Wealth, LLC	0.24%	Add +0.8%	2,310	$440K
Fairvoy Private Wealth, LLC	0.12%	Reduce -11.8%	2,306	$440K
Dakota Wealth Management	0.01%	Add +3.4%	2,304	$439K
GEN Financial Management, INC.	0.30%	Reduce -0.4%	2,294	$437K
National Bank of Canada	0.00%	Add +0.9%	2,288	$436K
Reynders McVeigh Capital Management, LLC	0.02%	No change	2,283	$435K
One Charles Private Wealth Services, LLC	0.14%	No change	2,277	$434K
Aurora Private Wealth, Inc.	0.34%	Reduce -3.1%	2,258	$430K
Koesten, Hirschmann & Crabtree, INC.	0.25%	Reduce -4.3%	2,255	$430K
FLP Wealth Management, LLC	1.36%	Add +276.1%	2,253	$429K
Union Savings Bank	0.21%	No change	2,243	$427K
Turim 21 Investimentos Ltda.	0.11%	No change	2,227	$424K
Cabot Wealth Management Inc.	0.05%	Reduce -1.5%	2,216	$422K
Rainey & Randall Wealth Advisors Inc.	0.08%	Add +1.9%	2,216	$422K
Worth Financial Advisory Group, LLC	0.27%	No change	2,212	$422K
Flputnam Investment Management Co.	0.01%	Reduce -3.0%	2,210	$421K
Parkside Advisors LLC	0.10%	Add +0.1%	2,210	$421K
Fiducient Advisors LLC	0.05%	Add +0.2%	2,201	$420K
HCR Wealth Advisors	0.05%	Reduce -0.9%	2,201	$419K
Appleton Partners Inc.	0.03%	No change	2,190	$417K
Strategic Family Wealth Counselors, L.L.C.	0.14%	Reduce -0.3%	2,185	$416K
Gilliland Jeter Wealth Management LLC	0.15%	Add +40.4%	2,184	$416K
Ironwood Investment Counsel, LLC	0.07%	Add +0.1%	2,162	$412K
Moody LYNN Lieberson & Walker, LLC	0.03%	No change	2,161	$412K
Clayton Financial Group LLC	0.15%	Reduce -2.7%	2,160	$412K
Carnegie Investment Counsel	0.01%	No change	2,393	$410K
Aviso Wealth Management	0.22%	Reduce -3.6%	2,143	$408K
IFG Advisors, LLC	0.08%	Reduce -5.9%	2,139	$408K
Arcadia Wealth Management, LLC	0.20%	New	2,125	$405K
Samalin Investment Counsel, LLC	0.16%	Add +0.6%	2,116	$403K
Larson Financial Group LLC	0.02%	Reduce -9.1%	2,116	$403K
Haverford Trust Co	0.00%	No change	2,108	$402K
Washington Trust Bank	0.04%	Reduce -2.9%	2,107	$402K
Harvest Investment Services, LLC	0.11%	Reduce -81.2%	2,091	$399K
Lanark Financial, Inc.	0.03%	—	2,089	$398K
Conservest Capital Advisors, Inc.	0.04%	No change	2,080	$396K
Certuity, LLC	0.04%	New	2,079	$396K
Capital Investment Advisors, LLC	0.01%	Add +54.4%	2,075	$395K
Harel Insurance Investments & Financial Services Ltd.	0.01%	No change	2,091	$395K
Clarendon Private LLC	0.42%	Add +0.4%	2,070	$395K
Annis Gardner Whiting Capital Advisors, LLC	0.16%	No change	2,034	$388K
Klingman & Associates, LLC	0.02%	Reduce -35.0%	2,033	$387K
GM Advisory Group, LLC	0.02%	Add +34.1%	2,030	$387K
Performance Wealth Partners, LLC	0.01%	Reduce -2.5%	2,028	$386K
Shakespeare Wealth Management, LLC	0.10%	No change	2,018	$385K
Northwest Financial Advisors	0.32%	New	2,014	$384K
Fisher Asset Management	0.00%	Reduce -51.5%	2,007	$383K
KCM Investment Advisors LLC	0.01%	No change	2,000	$381K
Loring Wolcott & Coolidge Fiduciary Advisors LLP	0.00%	Reduce -6.6%	2,122	$381K
Deutsche Bank AG	0.00%	Reduce -1.0%	1,997	$381K
Syntegra Private Wealth Group, LLC	0.04%	Add +54.3%	1,994	$380K
Oarsman Capital, Inc.	0.07%	Reduce -29.9%	1,992	$380K
Nicolet Advisory Services, LLC	0.04%	Add +0.4%	2,161	$379K
Interactive Financial Advisors, Inc.	0.20%	Reduce -0.1%	1,988	$379K
Evergreen Capital Management LLC	0.01%	No change	1,980	$377K
Penobscot Wealth Management	0.16%	New	1,980	$377K
Salus Financial Advisors, LLC	0.28%	Reduce -10.3%	1,965	$374K
Curtis Advisory Group, LLC	0.11%	No change	1,964	$374K
BlueChip Wealth Advisors LLC	0.18%	Reduce -47.5%	1,958	$373K
NTV Asset Management LLC	0.05%	Add +1.0%	1,955	$373K
Elevated Capital Advisors, LLC	0.10%	Reduce -9.1%	1,943	$370K
Bogart Wealth, LLC	0.02%	Add +0.2%	1,942	$370K
Everpar Advisors LLC	0.20%	Add +18.3%	1,929	$368K
Five Oceans Advisors	0.18%	New	1,924	$367K
Affiance Financial, LLC	0.09%	No change	1,917	$365K
Enzi Wealth	0.15%	No change	2,004	$365K
Cambiar Investors LLC	0.02%	Reduce -29.9%	1,901	$362K
Allium Financial Advisors, LLC	0.33%	—	1,897	$362K
Peterson Wealth Advisors, LLC	0.07%	Reduce -0.3%	2,102	$360K
Ethos Financial Group, LLC	0.03%	Add +94.9%	1,883	$359K
Colton Groome Financial Advisors, LLC	0.14%	Reduce -22.1%	1,955	$359K
Millington Financial Advisors, LLC	0.22%	Add +0.4%	2,010	$358K
Compass Financial Services Inc	0.19%	Add +0.3%	1,878	$358K
American Investment Services, Inc.	0.06%	No change	1,877	$358K
Blackston Financial Advisory Group, LLC	0.24%	Reduce -3.4%	1,869	$356K
ShoreHaven Wealth Partners, LLC	0.17%	No change	1,867	$356K
Guyasuta Investment Advisors Inc.	0.02%	Add +0.8%	1,857	$354K
LGL Partners, LLC	0.17%	Add +0.4%	1,856	$354K
Bellwether Advisors, LLC	0.07%	Add +24.0%	1,869	$353K
LongView Wealth Management	0.11%	Reduce -7.5%	1,850	$353K
Christopher J. Hasenberg, Inc	0.15%	No change	1,852	$352K
Westshore Wealth, LLC	0.15%	Add +0.4%	1,844	$351K
Onyx Bridge Wealth Group LLC	0.05%	Reduce -1.4%	1,840	$351K
Gotham Asset Management	0.00%	New	1,835	$350K
Cape Investment Advisory, Inc.	0.14%	Add +56.0%	1,834	$350K
QRG Capital Management, Inc.	0.00%	Reduce -66.2%	1,833	$349K
Yousif Capital Management, LLC	0.00%	Reduce -76.4%	1,832	$349K
One Capital Management, LLC	0.01%	No change	1,831	$349K
Beacon Bridge Wealth Partners, LLC	0.15%	Add +0.1%	1,830	$349K
GC Wealth Management RIA, LLC	0.06%	No change	1,825	$348K
Evermay Wealth Management LLC	0.05%	No change	1,817	$346K
Sageworth Trust Co of South Dakota	0.41%	No change	1,796	$342K
TCP Asset Management, LLC	0.08%	No change	1,796	$342K
Woodmont Investment Counsel LLC	0.02%	No change	1,785	$340K
Capital Investment Advisory Services, LLC	0.03%	Reduce -9.7%	1,784	$340K
Safeguard Investment Advisory Group, LLC	0.09%	Add +13.7%	1,777	$339K
Trust Co. of Vermont	0.02%	Add +0.3%	1,774	$338K
Moneco Advisors, LLC	0.04%	Reduce -1.1%	1,773	$338K
Old North State Trust, LLC	0.21%	No change	1,759	$336K
Newton One Investments LLC	0.12%	Reduce -1.9%	1,752	$334K
Talisman Wealth Advisors LLC	0.34%	Add +64.4%	1,751	$334K
Quattro Financial Advisors LLC	0.11%	Add +7.9%	1,751	$334K
Bank of New Hampshire	0.09%	Reduce -13.6%	1,750	$334K
Macroview Investment Management LLC	0.31%	Reduce -1.4%	1,746	$333K
Amplius Wealth Advisors, LLC	0.03%	New	1,744	$332K
Unique Wealth, LLC	0.06%	Reduce -10.3%	1,743	$332K
LCNB Corp.	0.12%	No change	1,720	$328K
ProVise Management Group, LLC	0.03%	No change	1,719	$328K
Fifth Third Wealth Advisors LLC	0.02%	New	1,713	$326K
Francis Financial, Inc.	0.08%	No change	1,710	$326K
Mosaic Financial Group, LLC	0.26%	Add +0.3%	1,707	$325K
Axim Planning & Wealth	0.29%	Reduce -10.1%	1,704	$325K
Blue Chip Partners, LLC	0.03%	Reduce -0.2%	1,699	$324K
New Covenant Trust Company, N.A.	0.34%	New	1,711	$323K
Manchester Capital Management LLC	0.04%	No change	1,693	$323K
Campion Asset Management	0.25%	Reduce -5.9%	1,688	$322K
Paradigm, Strategies in Wealth Management, LLC	0.22%	No change	1,680	$320K
Arkos Global Advisors	0.05%	No change	1,669	$318K
Mitchell McLeod Pugh & Williams Inc.	0.07%	Reduce -0.5%	1,662	$317K
Russell Investments Group, Ltd.	0.00%	Add +134.3%	1,654	$315K
Atlantic Union Bankshares Corp	0.02%	No change	1,653	$315K
Wimmer Associates 1, LLC	0.17%	No change	1,650	$313K
Optivise Advisory Services LLC	0.18%	Add +0.4%	1,641	$313K
Center For Asset Management LLC	0.19%	Add +0.1%	1,639	$312K
Brown Wealth Management, LLC	0.11%	Add +2.4%	1,636	$312K
Gerber Kawasaki Wealth & Investment Management	0.01%	Add +0.9%	1,633	$311K
Wealthquest Corp	0.03%	No change	1,628	$310K
Prosperity Consulting Group, LLC	0.02%	Reduce -0.6%	1,625	$310K
Ferguson Wellman Capital Management, Inc.	0.01%	New	1,625	$310K
MN Wealth Advisors, LLC	0.18%	New	1,620	$309K
Huntleigh Advisors, Inc.	0.05%	Reduce -1.5%	1,616	$308K
Johnson Financial Group, Inc.	0.01%	Add +3.4%	1,611	$307K
Denver PWM, LLC	0.11%	Add +10.3%	1,609	$307K
Friday Financial	0.18%	No change	1,600	$306K
Founders Financial Alliance, LLC	0.07%	Add +49.9%	1,602	$305K
Aspen Grove Capital, LLC	0.06%	Add +0.1%	1,600	$305K
Ridgeline Wealth, LLC	0.26%	Reduce -20.1%	1,600	$305K
Family Office Research LLC	0.15%	Reduce -15.1%	1,596	$304K
Copia Wealth Management	0.28%	No change	1,593	$304K
Timonier Family Office, LTD.	0.13%	No change	1,573	$300K
Kovack Advisors, Inc.	0.03%	Reduce -6.5%	1,569	$299K
Planned Solutions, Inc.	0.12%	Add +23.3%	1,562	$298K
Delta Investment Management, LLC	0.06%	Add +9.3%	1,559	$297K
Courage Miller Partners, LLC	0.10%	Reduce -0.1%	1,554	$296K
Williams Jones Wealth Management, LLC.	0.00%	No change	1,554	$296K
Two Sigma Securities, LLC	0.04%	Reduce -27.1%	1,543	$294K
Baldwin Wealth Partners LLC	0.02%	No change	1,537	$293K
United Community Bank	0.11%	Reduce -2.9%	1,535	$293K
Debussy Capital Management LP	0.05%	Add +0.2%	1,530	$292K
Fulton Bank, N.A.	0.01%	Reduce -26.1%	1,530	$292K
Beverly Hills Private Wealth, LLC	0.06%	Add +25.7%	1,520	$290K
Annex Advisory Services, LLC	0.01%	Add +6.2%	1,519	$289K
Uptown Financial Advisors LLC	0.30%	Add +11.7%	1,518	$289K
Obsidian Cio, LLC	0.05%	Add +0.4%	1,517	$289K
Caitlin John, LLC	0.28%	No change	1,517	$289K
PBMares Wealth Management LLC	0.06%	Add +0.1%	1,512	$288K
Americana Partners, LLC	0.01%	No change	1,511	$288K
Fortress Private Ledger, LLC	0.16%	New	1,507	$287K
PSI Advisors, LLC	0.09%	Add +7.0%	1,503	$286K
McHugh Group, LLC	0.22%	No change	1,502	$286K
Sargent Investment Group, LLC	0.05%	No change	1,501	$286K
Monetary Management Group Inc.	0.08%	No change	1,500	$286K
KRS Capital Management, LLC	0.23%	No change	1,495	$285K
Beaumont Financial Advisors, LLC	0.02%	No change	1,494	$285K
L & S Advisors Inc	0.04%	Add +2.3%	1,491	$284K
Riverwater Partners LLC	0.15%	No change	1,484	$283K
Barrett & Company, Inc.	0.12%	No change	1,482	$282K
Ascension Capital Advisors, Inc.	0.13%	Reduce -96.7%	1,476	$281K
Breakwater Capital Group	0.05%	No change	1,476	$281K
LaFleur & Godfrey LLC	0.04%	Reduce -2.7%	1,475	$281K
Heritage Family Offices, LLP	0.14%	Add +5.0%	1,470	$280K
Aufman Associates Inc	0.19%	No change	1,466	$279K
Tradewinds, LLC.	0.08%	Reduce -1.1%	1,461	$278K
Evolution Wealth Advisors, LLC	0.05%	Reduce -26.4%	1,460	$278K
Black Swift Group, LLC	0.06%	New	1,457	$278K
Weaver Consulting Group	0.08%	No change	1,453	$277K
Thrive Wealth Management, LLC	0.05%	Reduce -84.7%	1,448	$276K
Independence Bank of Kentucky	0.04%	No change	1,446	$276K
Goodwin Investment Advisory	0.43%	Reduce -3.5%	1,444	$275K
Beacon Financial Planning, Inc.	0.16%	Add +0.4%	1,439	$274K
City Holding Co.	0.04%	Add +3.5%	1,434	$273K
Quartz Partners, LLC	0.17%	Add +0.3%	1,430	$273K
Fairview Capital Investment Management, LLC	0.01%	Reduce -0.9%	1,428	$272K
Stratos Investment Management, LLC	0.01%	Add +5.6%	1,424	$271K
Prism Advisors, Inc.	0.08%	Reduce -98.4%	1,420	$271K
Fairway Wealth LLC	0.10%	Reduce -11.4%	1,418	$270K
Parkside Financial Bank & Trust	0.03%	No change	1,415	$270K
Baker Tilly Wealth Management, LLC	0.11%	Reduce -6.8%	1,414	$270K
Brooklyn FI, LLC	0.08%	No change	1,412	$269K
Cambridge Financial Group, LLC	0.11%	No change	1,408	$268K
LFA - Lugano Financial Advisors SA	0.18%	No change	1,400	$267K
Crowley Wealth Management, Inc.	0.25%	Reduce -18.6%	1,397	$266K
RiverFront Investment Group, LLC	0.01%	No change	1,388	$265K
Archford Capital Strategies, LLC	0.04%	New	1,384	$264K
Chesapeake Wealth Management	0.09%	No change	1,382	$263K
PUREfi Wealth, LLC	0.26%	Add +29.4%	1,381	$263K
Realta Investment Advisors	0.12%	Add +4.4%	1,380	$263K
Fischer Financial Services, Inc.	0.08%	No change	1,375	$262K
Bangor Savings Bank	0.02%	Reduce -1.9%	1,368	$261K
Waterloo Capital, L.P.	0.02%	New	1,367	$261K
Partners in Financial Planning	0.05%	Reduce -2.2%	1,365	$260K
West Branch Capital LLC	0.09%	No change	1,355	$258K
Wealth Management Nebraska	0.04%	New	1,354	$258K
JTC Employer Solutions Trustee Ltd	0.02%	No change	1,353	$258K
Rockwood Wealth Management, LLC	0.03%	Reduce -20.1%	1,352	$258K
Alexander Randolph Advisory, Inc.	0.25%	No change	1,348	$257K
Romano Brothers and Company	0.03%	Add +0.1%	1,346	$256K
Sagace Wealth Management LLC	0.19%	No change	1,341	$256K
SYM FINANCIAL Corp	0.03%	No change	1,340	$255K
Hills Bank & Trust Co	0.02%	Reduce -0.7%	1,339	$255K
Nalls Sherbakoff Group, LLC	0.21%	—	1,336	$255K
Correct Capital Wealth Management	0.05%	Reduce -0.1%	1,334	$254K
Clark Asset Management, LLC	0.04%	Reduce -3.1%	1,334	$254K
Armstrong Advisory Group, Inc.	0.02%	No change	1,331	$254K
Sather Financial Group Inc	0.02%	No change	1,332	$254K
Good Life Advisors, LLC	0.02%	Reduce -8.7%	1,331	$254K
Greenhouse Wealth Management, LLC	0.19%	Reduce -17.5%	1,330	$254K
Kirtland Hills Capital Management, LLC	0.15%	No change	1,426	$253K
Plan A Wealth LLC	0.20%	No change	1,327	$253K
Strategic Financial Partners, Ltd.	0.13%	Reduce -2.6%	1,320	$252K
Tilia Fiduciary Partners, Inc.	0.17%	New	1,319	$251K
Zions Bancorporation, National Association	0.02%	—	1,318	$251K
Select Asset Management & Trust	0.10%	Reduce -3.7%	1,316	$251K
Anb Bank	0.11%	Reduce -5.4%	1,305	$249K
Flagship Harbor Advisors, LLC	0.01%	Add +1.9%	1,304	$248K
Apollon Financial, LLC	0.06%	New	1,302	$248K
Single Point Partners, LLC	0.06%	No change	1,299	$248K
IFC Advisors LLC	0.05%	No change	1,297	$247K
Veery Capital, LLC	0.10%	New	1,295	$247K
Grove Bank & Trust	0.03%	No change	1,290	$246K
Strategic Equity Management	0.10%	Reduce -9.2%	1,289	$246K
Factor Wealth Management LTD	0.08%	Add +0.1%	1,287	$245K
Keystone Wealth Services, LLC	0.07%	New	1,286	$245K
Human Investing LLC	0.04%	Add +20.8%	1,280	$244K
MMBG Investment Advisors Co.	0.03%	New	1,275	$243K
Sage Financial Group Inc.	0.02%	Add +0.2%	1,266	$241K
Cottonwood Capital Advisors, LLC	0.18%	Add +0.2%	1,266	$241K
Planning Center, Inc.	0.03%	Add +3.7%	1,261	$240K
First County Bank	0.13%	Reduce -24.9%	1,255	$239K
Highview Capital Management LLC	0.10%	New	1,249	$238K
Genesee Capital Advisors, LLC	0.12%	No change	1,240	$236K
180 Wealth Advisors, LLC	0.04%	Add +17.7%	1,238	$236K
HMS Capital Management, LLC	0.13%	Reduce -19.2%	1,373	$235K
Plan Group Financial, LLC	0.08%	Reduce -52.3%	1,228	$234K
Cora Capital Advisors LLC	0.11%	No change	1,227	$234K
Cape Ann Savings Bank	0.15%	No change	1,226	$234K
CPC Advisors, LLC	0.03%	Add +0.3%	1,225	$233K
Simmons Bank	0.02%	Reduce -0.7%	1,223	$233K
MCF Advisors LLC	0.02%	Reduce -70.8%	1,215	$232K
Ellevest, Inc.	0.02%	Add +0.3%	1,210	$231K
Fiduciary Group, LLC	0.02%	No change	1,210	$231K
SeaCrest Wealth Management, LLC	0.03%	No change	1,206	$230K
Investment Partners Asset Management, Inc.	0.18%	No change	1,200	$229K
Webster Bank, N. A.	0.03%	No change	1,198	$228K
Silver Oak Securities, Incorporated	0.02%	Reduce -69.0%	1,207	$228K
Western Financial Corp	0.13%	New	1,193	$227K
HM Payson & Co.	0.00%	No change	1,191	$227K
Patten & Patten Inc.	0.02%	No change	1,190	$227K
Portland Global Advisors LLC	0.03%	No change	1,189	$227K
Navis Wealth Advisors, LLC	0.22%	No change	1,187	$226K
Litman Gregory Wealth Management LLC	0.02%	No change	1,185	$226K
Lockerman Financial Group, Inc.	0.34%	New	1,182	$225K
Global Financial Private Client, LLC	0.09%	Add +48.6%	1,180	$225K
XML Financial, LLC	0.02%	Reduce -36.0%	1,179	$225K
Clark Capital Management Group, Inc.	0.00%	No change	1,179	$225K
Seeds Investor LLC	0.06%	Reduce -11.5%	1,177	$224K
TCTC Holdings, LLC	0.01%	No change	1,175	$224K
Creekmur Asset Management LLC	0.05%	Reduce -4.7%	1,169	$223K
Bestgate Wealth Advisors, LLC	0.46%	No change	1,158	$221K
Balboa Wealth Partners	0.05%	Reduce -88.0%	1,153	$220K
Leelyn Smith, LLC	0.04%	No change	1,152	$220K
Ingalls & Snyder LLC	0.01%	No change	1,149	$219K
Lazard Asset Management LLC	0.00%	No change	1,150	$219K
Synergy Investment Management, LLC	0.09%	No change	1,145	$218K
Truefg, LLC	0.07%	Reduce -0.3%	1,145	$218K
Consolidated Portfolio Review Corp	0.03%	New	1,144	$218K
Garden State Investment Advisory Services LLC	0.07%	Reduce -20.7%	1,143	$218K
Parsons Capital Management Inc.	0.01%	Reduce -67.0%	1,139	$217K
Legacy Financial Strategies, LLC	0.05%	No change	1,138	$217K
Westover Capital Advisors, LLC	0.05%	New	1,134	$216K
Harrell Investment Partners, LLC	0.06%	Add +7.1%	1,133	$216K
Acorn Wealth Advisors, LLC	0.09%	Reduce -10.9%	1,133	$216K
Advyzon Investment Management, LLC	0.08%	Reduce -1.0%	1,132	$216K
Guardian Wealth Advisors, LLC / NC	0.02%	Add +81.2%	1,127	$215K
Persium Advisors, LLC	0.20%	No change	1,126	$215K
Longview Financial Advisors, Inc.	0.18%	New	1,124	$214K
Summit Global Investments	0.02%	Reduce -85.6%	1,121	$214K
Facet Wealth, Inc.	0.01%	New	1,150	$212K
Raab & Moskowitz Asset Management LLC	0.05%	No change	1,114	$212K
Richards, Merrill & Peterson, Inc.	0.11%	No change	1,113	$212K
Vaughan David Investments LLC	0.01%	Reduce -0.7%	1,110	$212K
Novus Advisors, LLC	0.21%	New	1,110	$212K
Aviance Capital Partners, LLC	0.03%	No change	1,110	$212K
Astoria Portfolio Advisors LLC.	0.07%	New	1,176	$211K
Mountain Capital Investment Advisors Inc.	0.05%	Add +9.1%	1,155	$210K
Madison Wealth Partners, Inc	0.05%	New	1,098	$209K
TL Private Wealth	0.10%	Add +5.8%	1,242	$209K
Hollencrest Capital Management	0.01%	Add +0.1%	1,092	$208K
Manchester Financial Inc.	0.05%	New	1,091	$208K
Canvas Wealth Advisors, LLC	0.05%	New	1,165	$207K
Sage Financial Management Group, Inc.	0.08%	No change	1,084	$207K
Verdence Capital Advisors LLC	0.02%	New	1,081	$206K
Foguth Wealth Management, LLC.	0.05%	Reduce -64.0%	1,080	$206K
Qube Research & Technologies Ltd	0.00%	Reduce -53.3%	1,080	$206K
Benjamin Edwards Inc.	0.00%	Reduce -27.2%	1,066	$203K
Mainstream Capital Management LLC	0.16%	Add +24.2%	1,063	$203K
Oak Wealth Advisors LLC	0.15%	No change	1,063	$203K
Pennsylvania Capital Management Inc.	0.07%	No change	1,060	$202K
Segment Wealth Management, LLC	0.01%	Reduce -11.7%	1,054	$201K
2UniFi Bank	0.13%	No change	1,017	$201K
Winthrop Advisory Group LLC	0.02%	Reduce -36.5%	1,050	$200K
Octavia Wealth Advisors, LLC	0.02%	New	1,050	$200K
Inlight Wealth Management, LLC	0.12%	No change	179,293	$198K
Fiduciary Advisors, Inc.	0.19%	Add +0.2%	1,032	$197K
ORG Partners LLC	0.05%	Add +72.7%	1,019	$194K
Mechanics Financial Corp	0.09%	Add +15.7%	1,012	$193K
Wiser Advisor Group LLC	0.28%	Add +0.4%	1,001	$191K
Running Point Capital Advisors, LLC	0.06%	New	996	$190K
Elevation Wealth Partners, LLC	0.08%	Add +0.3%	993	$189K
Brown, Lisle/Cummings, Inc.	0.05%	No change	913	$174K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	0.00%	No change	910	$173K
Beacon Capital Management, LLC	0.02%	Add +0.3%	902	$172K
LGT Financial Advisors LLC	0.51%	Add +46.2%	876	$167K
Cetera Trust Company, N.A	0.10%	New	856	$163K
Provident Wealth Management, LLC	0.06%	No change	852	$162K
Black Cypress Capital Management, LLC	0.15%	Reduce -23.5%	845	$161K
Tompkins Financial Corp.	0.01%	No change	804	$153K
GPS Wealth Strategies Group, LLC	0.02%	Add +6.9%	789	$150K
Raffa Wealth Management, LLC	0.03%	Add +0.4%	773	$147K
Covenant Partners, LLC	0.05%	No change	769	$147K
Dunhill Financial, LLC	0.07%	No change	765	$146K
Biltmore Family Office, LLC	0.02%	No change	756	$144K
Activest Wealth Management	0.04%	No change	738	$141K
Darwin Wealth Management, LLC	0.05%	No change	734	$140K
Legacy Bridge, LLC	0.08%	No change	729	$139K
Clark Wealth Partners	0.10%	New	716	$136K
Millstone Evans Group, LLC	0.09%	New	715	$136K
Colonial Trust Co / SC	0.02%	No change	684	$130K
Crewe Advisors LLC	0.02%	No change	682	$130K
City State Bank	0.04%	No change	676	$129K
Wealth Preservation Advisors, LLC	0.09%	—	672	$128K
Financial Life Planners	0.12%	Add +0.3%	649	$124K
Barnes Dennig Private Wealth Management LLC	0.19%	—	645	$123K
Mascoma Wealth Management LLC	0.03%	No change	638	$122K
Rossby Financial, LCC	0.05%	New	666	$121K
Caldwell Trust Co	0.01%	Add +42.7%	628	$120K
Clarity Asset Management, Inc.	0.08%	Reduce -86.2%	625	$119K
First PREMIER Bank	0.03%	No change	614	$117K
Founders Capital Management	0.07%	No change	607	$116K
Topsail Wealth Management, LLC	0.02%	New	604	$115K
Greykasell Wealth Strategies, Inc.	0.06%	New	576	$110K
Security National Bank	0.02%	No change	569	$108K
Brandywine Global Investment Management, LLC	0.00%	Add +21.3%	559	$107K
Tradewinds Capital Management, LLC	0.03%	No change	547	$104K
Optimum Investment Advisors	0.05%	Add +19.6%	538	$103K
Family Manage LLC	0.02%	No change	530	$101K
Murphy & Mullick Capital Management Corp	0.10%	Add +48.0%	521	$99K
Foster Dykema Cabot & Partners, LLC	0.01%	No change	512	$98K
American National Bank & Trust	0.01%	Add +615.5%	508	$97K
Serenus Wealth Advisors, LLC	0.02%	Add +1.4%	94,951	$95K
Ballast Advisors LLC	0.03%	No change	497	$95K
Financial Perspectives, Inc	0.03%	Add +0.4%	481	$92K
Strategic Investment Solutions, Inc.	0.03%	No change	477	$91K
Stonebridge Financial Group, LLC	0.01%	Reduce -13.6%	472	$90K
CarsonAllaria Wealth Management, Ltd.	0.05%	Add +31.4%	469	$89K
WealthCollab, LLC	0.05%	No change	458	$87K
Cornerstone Planning Group LLC	0.02%	Add +222.7%	484	$87K
St Germain D J Co. Inc.	0.00%	Reduce -13.0%	455	$87K
Pillar Financial Advisors, LLC	0.06%	No change	450	$86K
REAP Financial Group, LLC	0.02%	Reduce -12.4%	444	$85K
IMA Advisory Services, Inc.	0.01%	New	438	$84K
Great Lakes Advisors, LLC	0.00%	Add +6385.7%	454	$83K
Archer Investment Corp	0.02%	Reduce -3.0%	418	$80K
IAG Wealth Partners, LLC	0.01%	Reduce -15.2%	417	$79K
Register Financial Advisors LLC	0.04%	Reduce -42.8%	399	$76K
Advantage Trust Co	0.05%	Reduce -34.2%	395	$75K
Quest 10 Wealth Builders, Inc.	0.08%	Add +75.9%	387	$74K
Kayne Anderson Rudnick Investment Management LLC	0.00%	No change	379	$72K
Wealth Advisors of Tampa Bay, LLC	0.03%	New	378	$72K
Insight Inv LLC	0.05%	No change	376	$72K
Avondale Wealth Management	0.04%	No change	375	$71K
Pittenger & Anderson Inc.	0.00%	No change	375	$71K
Briaud Financial Planning Inc	0.03%	New	369	$70K
First Financial Corp.	0.03%	No change	366	$70K
Mirae Asset Global Investments Co., Ltd.	0.00%	Reduce -65.5%	361	$68K
TruNorth Capital Management, LLC	0.02%	No change	355	$68K
Bernard Wealth Management Corp.	0.03%	No change	345	$66K
Wood Tarver Financial Group, LLC	0.02%	No change	342	$65K
MassMutual Private Wealth & Trust, FSB	0.00%	New	333	$63K
Blue Bell Private Wealth Management, LLC	0.01%	No change	317	$60K
Graney & King, LLC	0.04%	Add +22.5%	316	$60K
Rosenberg Matthew Hamilton	0.01%	Reduce -30.0%	313	$60K
Smallwood Wealth Investment Management, LLC	0.04%	New	308	$59K
Cornerstone National Bank & Trust Co	0.03%	No change	305	$58K
Paladin Advisory Group, LLC	0.05%	No change	302	$58K
Western Pacific Wealth Management, LP	0.05%	No change	301	$57K
Abound Wealth Management	0.02%	Add +168.8%	301	$57K
Rice Partnership, LLC	0.01%	No change	292	$56K
Global Wealth Strategies & Associates	0.02%	Add +0.0%	283	$54K
TD Capital Management LLC	0.01%	Reduce -9.8%	277	$53K
Colony Family Offices, LLC	0.02%	No change	273	$52K
Cordgrass Capital Advisors, LLC	0.01%	No change	271	$52K
Tucker Asset Management LLC	0.02%	Reduce -33.8%	270	$51K
MorganRosel Wealth Management, LLC	0.02%	New	264	$50K
WASHINGTON TRUST Co	0.00%	No change	263	$50K
American Capital Advisory, LLC	0.03%	Add +340.7%	260	$50K
Palouse Capital Management, Inc.	0.03%	No change	259	$49K
PrairieView Partners, LLC	0.01%	No change	262	$49K
Rise Advisors, LLC	0.02%	Add +0.4%	254	$48K
Garrison Bradford & Associates Inc.	0.05%	New	250	$48K
Oakworth Capital, Inc.	0.00%	New	246	$47K
Atala Financial Inc	0.03%	No change	227	$43K
Crews Bank & Trust	0.01%	New	226	$43K
HHM Wealth Advisors, LLC	0.01%	Reduce -10.7%	225	$43K
McIlrath & Eck, LLC	0.01%	No change	225	$43K
HighMark Wealth Management LLC	0.02%	Reduce -21.6%	221	$42K
Morse Asset Management, Inc	0.01%	No change	214	$41K
Cherry Tree Wealth Management, LLC	0.01%	No change	212	$40K
Ameriflex Group, Inc.	0.02%	Add +236.1%	205	$39K
Abound Financial, LLC	0.02%	New	202	$38K
JNBA Financial Advisors	0.00%	No change	200	$38K
Fourth Dimension Wealth, LLC	0.02%	New	200	$38K
Knuff & Co LLC	0.01%	Reduce -21.9%	200	$38K
Duncker Streett & Co. Inc.	0.01%	No change	200	$38K
Ironwood Wealth Management, LLC.	0.01%	Reduce -11.3%	196	$37K
SJS Investment Consulting Inc.	0.01%	New	193	$37K
Addison Advisors LLC	0.01%	No change	186	$35K
IMG Wealth Management, Inc.	0.03%	New	181	$34K
Pension & Wealth Management Advisors, Inc.	0.01%	Add +0.6%	180	$34K
Avion Wealth	0.01%	No change	182	$34K
Centricity Wealth Management, LLC	0.03%	No change	176	$34K
Nemes Rush Group LLC	0.00%	Add +625.0%	174	$33K
Flaharty Asset Management, LLC	0.00%	New	174	$33K
Trust Co	0.00%	No change	170	$32K
Peoples Bank	0.02%	No change	163	$31K
BankPlus Trust Department	0.01%	Add +25.0%	155	$30K
Concord Wealth Partners	0.00%	Add +9.9%	155	$30K
USA Financial Formulas	0.00%	Reduce -100.0%	152	$29K
Mowery & Schoenfeld Wealth Management, LLC	0.06%	New	151	$29K
Kentucky Trust Co	0.02%	No change	150	$29K
Atlantic Private Wealth, LLC	0.02%	Add +0.7%	144	$27K
Cloud Capital Management, LLC	0.02%	—	146	$27K
Pinney & Scofield, Inc.	0.02%	No change	137	$26K
Valley Wealth Managers, Inc.	0.00%	Reduce -85.0%	135	$26K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.00%	Reduce -12.5%	133	$25K
Grand Wealth Management, LLC	0.01%	No change	130	$25K
Dogwood Wealth Management LLC	0.01%	Reduce -46.4%	127	$24K
Townsend Asset Management Corp. /NC/	0.01%	No change	123	$23K
Versant Capital Management, Inc	0.00%	No change	123	$23K
Davis Capital Management	0.02%	No change	112	$21K
Frazier Financial Advisors, LLC	0.02%	Reduce -72.6%	111	$21K
Red Tortoise LLC	0.01%	No change	110	$21K
Ridgewood Investments LLC	0.01%	No change	109	$21K
Brooklyn Investment Group	0.00%	No change	102	$19K
Truvestments Capital LLC	0.00%	No change	100	$19K
Fortis Group Advisors, LLC	0.00%	No change	100	$19K
DB Fitzpatrick & Co, Inc	0.02%	No change	95	$18K
Nova Wealth Management, Inc.	0.02%	Add +141.0%	94	$18K
Hartford Financial Management Inc.	0.00%	No change	94	$18K
Indiana Trust & Investment Management Co	0.01%	No change	92	$18K
Ruedi Wealth Management, Inc.	0.01%	No change	90	$17K
Bellevue Asset Management, LLC	0.01%	No change	86	$16K
Financial Management Professionals, Inc.	0.00%	No change	85	$16K
Hantz Financial Services, Inc.	0.00%	New	86	$16K
DecisionPoint Financial, LLC	0.00%	No change	81	$15K
FSA Wealth Management LLC	0.01%	No change	80	$15K
Studio Investment Management LLC	0.00%	No change	78	$15K
Colonial Trust Advisors	0.00%	Reduce -29.9%	75	$14K
Halbert Hargrove Global Advisors, LLC	0.00%	No change	75	$14K
Parkworth Wealth Management, Inc.	0.01%	No change	74	$14K
Toth Financial Advisory Corp.	0.00%	No change	71	$14K
Coastline Trust Co	0.00%	No change	70	$13K
Hemington Wealth Management	0.00%	Add +1.4%	73	$13K
Collier Financial	0.01%	Reduce -99.7%	68	$13K
Putney Financial Group LLC	0.01%	No change	64	$12K
Robinswood Financial LLC	0.00%	No change	61	$12K
Chesapeake Asset Management LLC	0.01%	No change	61	$12K
Field & Main Bank	0.00%	No change	61	$12K
Peachtree Investment Partners, LLC	0.00%	No change	58	$11K
Elite Financial, Inc.	0.01%	New	57	$10K
Valued Wealth Advisors LLC	0.01%	Add +52.9%	52	$10K
Westside Investment Management, Inc.	0.00%	New	50	$10K
Marshall & Sterling Wealth Advisors Inc.	0.01%	Reduce -2.3%	42	$8K
Pin Oak Investment Advisors Inc.	0.01%	Reduce -21.4%	55	$8K
Orion Capital Management LLC	0.00%	No change	40	$8K
New Millennium Group LLC	0.00%	No change	37	$7K
Blume Capital Management, Inc.	0.00%	No change	30	$6K
Valley National Advisers Inc.	0.00%	No change	29	$5K
Resources Management Corp. /CT/	0.00%	No change	24	$5K
Cheviot Value Management, LLC	0.00%	New	22	$4K
Financial Gravity Asset Management, Inc.	0.00%	—	21	$4K
Iron Horse Wealth Management, LLC	0.00%	No change	20	$4K
University of Texas/Texas Am Investment Management Co.	0.00%	New	20	$4K
Anderson Financial Strategies, LLC	0.00%	New	18	$3K
Morton Brown Family Wealth, LLC	0.00%	No change	18	$3K
Atticus Wealth Management, LLC	0.00%	No change	17	$3K
Punch & Associates Investment Management, Inc.	0.00%	No change	15	$3K
Islay Capital Management, LLC	0.00%	No change	14	$3K
Affinity Wealth LLC	0.00%	No change	13	$2K
Main Street Group, LTD	0.00%	No change	12	$2K
Trifecta Capital Advisors, LLC	0.00%	Reduce -99.2%	9	$2K
Bridge Generations Wealth Management LLC	0.00%	No change	6	$1K
Vision Financial Markets LLC	0.00%	New	5	$957
AllSquare Wealth Management LLC	0.00%	No change	5	$953
Bfsg, LLC	0.00%	Reduce -44.4%	5	$953

"% of holder's portfolio" is IVE's weight in each manager's 13F, not the share of iShares S&P 500 Value ETF the manager owns.