iShares S&P 500 Value ETFIVEETF

13F holders, Q1 2026 (March 31)

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

1,720holders +27

91new positions

60sold out

3famous investors

$210.41avg. 13F price*

At the end of Q1 2026, 1,720 institutions reported holding iShares S&P 500 Value ETF (IVE) in their 13F filings, up 27 from Q4 2025. 91 opened new positions and 60 sold out. The largest holders were Envestnet Asset Management Inc. ($5.9B), JPMorgan Chase & Co. ($3.6B) and Morgan Stanley ($3.2B). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 2025 → Q1 2026

	Institutions	Total Value
New Positions	91	$208.5M
Exits	60	$171.1M

All 13F filers, Q4 2025 → Q1 2026: 5,808,887 shares bought and 9,442,086 shares sold, net −3,633,199 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,720 holders


Envestnet Asset Management Inc.	1.57%	Reduce -2.3%	27,729,455	$5.9B
JPMorgan Chase & Co.	0.24%	Reduce -8.3%	17,182,077	$3.6B
Morgan Stanley	0.19%	Reduce -2.3%	14,923,957	$3.2B
LPL Financial LLC	0.59%	Reduce -4.6%	10,505,241	$2.2B
Bank of America Corp.	0.15%	Add +2.0%	9,457,775	$2.0B
Wells Fargo & Company	0.26%	Reduce -0.8%	6,213,297	$1.3B
UBS Group AG	0.14%	Add +3.1%	3,643,501	$769.3M
Cetera Investment Advisers	0.74%	Reduce -3.4%	3,295,130	$695.8M
Stifel Financial Corp.	0.63%	Add +0.3%	3,261,014	$688.6M
Ameriprise Financial Inc.	0.15%	Reduce -2.3%	3,009,200	$638.0M
BlackRock, Inc.	0.01%	Reduce -11.7%	2,593,920	$547.7M
Cwm, LLC	1.43%	Reduce -0.5%	2,566,919	$542.0M
PNC Financial Services Group, Inc.	0.28%	Reduce -3.1%	2,271,013	$479.5M
Park Avenue Securities LLC	3.63%	Reduce -10.9%	2,199,311	$464.4M
Envestnet Portfolio Solutions, Inc.	2.51%	Reduce -15.4%	2,148,592	$453.7M
Lido Advisors, LLC	1.63%	Add +4.3%	1,944,079	$410.5M
MML Investors Services, LLC	1.01%	Reduce -18.2%	1,721,079	$363.4M
Raymond James Financial Inc.	0.11%	Reduce -12.2%	1,620,965	$342.3M
Goldman Sachs Group Inc.	0.04%	Reduce -17.4%	1,416,069	$299.0M
Royal Bank of Canada	0.06%	Add +3.6%	1,396,602	$294.9M
Janney Montgomery Scott LLC	0.71%	Reduce -8.3%	1,349,230	$284.9M
Focus Partners Wealth	0.29%	Add +0.3%	1,229,165	$259.6M
Cassaday & Co Wealth Management LLC	5.39%	Add +3.8%	1,197,963	$252.9M
Bank of New York Mellon Corp	0.04%	Reduce -3.4%	1,138,151	$240.3M
Mariner, LLC	0.28%	Reduce -5.4%	1,126,708	$237.8M
Foundations Investment Advisors, LLC	2.91%	Add +11.0%	1,111,650	$234.7M
Commonwealth Equity Services, LLC	0.31%	Reduce -4.2%	1,039,283	$219.4M
MAI Capital Management	1.21%	Reduce -1.0%	1,007,806	$212.8M
Sofi Wealth, LLC	9.97%	Add +0.4%	979,965	$206.9M
OneDigital Investment Advisors LLC	1.99%	Reduce -2.5%	965,589	$203.9M
Sanctuary Advisors, LLC	1.03%	Reduce -6.6%	902,104	$190.5M
NewEdge Advisors, LLC	0.66%	Reduce -6.2%	858,916	$181.4M
FMR LLC	0.01%	Reduce -0.2%	818,444	$172.8M
JB Capital LLC	6.89%	Reduce -12.1%	808,494	$170.7M
M&T Bank Corp	0.55%	Reduce -2.6%	798,208	$168.5M
Rehmann Capital Advisory Group	7.88%	Add +4.7%	716,711	$151.3M
Osaic Holdings, Inc.	0.21%	Reduce -7.4%	686,613	$145.1M
HighTower Advisors, LLC	0.15%	Add +0.6%	663,680	$140.1M
United Capital Financial Advisors, LLC	0.86%	Reduce -9.7%	660,573	$139.5M
Calamos Advisors LLC	0.68%	Add +2585.9%	619,118	$130.7M
Calamos Wealth Management LLC	4.39%	Add +1.9%	596,353	$125.9M
Jones Financial Companies LLLP	0.06%	Add +21.1%	585,731	$121.6M
LVZ, Inc.	13.80%	Reduce -3.3%	572,662	$120.9M
Truist Financial Corp.	0.16%	Reduce -5.2%	559,319	$118.1M
Fifth Third Bancorp	0.22%	Add +132.9%	557,426	$117.7M
Cambridge Investment Research Advisors, Inc.	0.29%	Add +5.0%	540,233	$114.1M
Kestra Investment Management, LLC	1.90%	Add +96.4%	520,387	$109.9M
Cerity Partners LLC	0.15%	Add +167.3%	517,501	$109.3M
Advocacy Wealth Management, LLC	4.77%	Reduce -2.8%	510,593	$107.8M
Manufacturers Life Insurance Company, The	0.08%	New	439,034	$92.7M
Rockefeller Capital Management L.P.	0.16%	Add +4.1%	426,428	$90.0M
Cliftonlarsonallen Wealth Advisors, LLC	1.29%	Reduce -7.6%	418,113	$88.3M
Ascent Group, LLC	2.91%	Reduce -6.6%	398,536	$84.2M
Kestra Advisory Services, LLC	0.31%	Add +10.2%	386,520	$81.6M
Home Federal Bank of Tennessee	20.35%	Reduce -2.0%	385,302	$81.4M
AE Wealth Management LLC	0.42%	Reduce -2.9%	371,946	$78.5M
Moneta Group Investment Advisors LLC	0.59%	Add +1.9%	370,632	$78.3M
Betterment LLC	0.14%	Reduce -3.3%	357,479	$75.5M
Thrivent Financial for Lutherans	0.14%	Add +0.6%	334,922	$70.4M
LPWM LLC	17.68%	Add +0.8%	331,900	$70.1M
Atria Investments, Inc	0.73%	Reduce -4.5%	309,598	$65.4M
Private Advisor Group, LLC	0.30%	Reduce -8.5%	302,973	$64.0M
CreativeOne Wealth, LLC	1.46%	Reduce -3.5%	298,049	$62.9M
Probity Advisors, Inc.	9.94%	Add +1.5%	297,151	$62.7M
Courier Capital LLC	3.48%	Add +0.0%	295,197	$62.3M
Bank of Montreal	0.03%	Reduce -1.6%	292,133	$61.7M
Equitable Holdings, Inc.	0.39%	Reduce -2.3%	288,317	$61.1M
Icon Wealth Advisors, LLC	3.95%	Reduce -3.6%	275,383	$60.8M
Modern Wealth Management, LLC	1.04%	Add +11.7%	286,370	$60.6M
Valmark Advisers, Inc.	0.71%	Reduce -0.8%	283,312	$59.8M
Harbour Investments, Inc.	0.92%	Add +594.1%	282,613	$59.7M
Composition Wealth, LLC	0.80%	Reduce -16.1%	277,079	$58.5M
Northwestern Mutual Wealth Management Co.	0.04%	Reduce -5.0%	275,581	$58.2M
Amarillo National Bank	9.90%	Add +2.7%	265,494	$56.1M
Triad Wealth Partners, LLC	4.36%	Add +30.6%	260,257	$55.0M
Baird Financial Group, Inc.	0.08%	Reduce -13.2%	255,631	$54.0M
Evoke Wealth, LLC	0.97%	Add +1.0%	247,726	$52.3M
West Wealth Group, LLC	10.24%	Add +14.4%	245,287	$51.8M
Strategic Point Investment Advisors, LLC	7.52%	Add +1.4%	245,027	$51.7M
Regions Financial Corp.	0.33%	Add +2.4%	239,759	$50.6M
World Investment Advisors	0.81%	Reduce -0.6%	238,627	$50.4M
Barclays PLC	0.02%	Reduce -13.3%	230,583	$48.7M
Financial Engines Advisors L.L.C.	0.10%	Reduce -1.5%	227,910	$48.1M
Waverly Advisors, LLC	0.34%	Add +5.1%	217,708	$46.0M
Baker Avenue Asset Management, LP	1.05%	Add +1.9%	217,688	$46.0M
Mgo One Seven LLC	0.92%	Add +0.4%	217,259	$45.9M
Greenup Street Wealth Management LLC	6.22%	Add +4.5%	209,290	$44.2M
CX Institutional	1.35%	Reduce -33.1%	208,906	$44.1M
Perigon Wealth Management, LLC	0.77%	Reduce -4.3%	200,292	$42.3M
&partners	0.21%	Add +8.9%	200,145	$42.3M
Smith, Moore & Co.	3.06%	Reduce -0.6%	198,903	$42.0M
US Bancorp \de	0.05%	Reduce -57.9%	196,475	$41.5M
Mesirow Financial Investment Management, Inc.	0.66%	Add +110.8%	194,332	$41.0M
North Star Investment Management Corp.	2.49%	Add +3.9%	193,952	$41.0M
Keybank National Association	0.15%	Reduce -4.4%	193,455	$40.8M
Sharkey, Howes & Javer	5.34%	Reduce -8.5%	187,653	$39.6M
Northern Trust Corp.	0.01%	Reduce -1.6%	187,139	$39.5M
Salomon & Ludwin, LLC	3.52%	Reduce -2.1%	186,041	$39.4M
Creative Planning	0.03%	Add +14.6%	183,931	$38.8M
Foundation Wealth Management, LLC	25.98%	Add +0.4%	182,167	$38.5M
Stone House Investment Management, LLC	6.71%	Reduce -11.0%	177,216	$37.4M
Peapack Gladstone Financial Corp.	0.47%	Add +14.0%	174,314	$36.8M
Wealth Enhancement Advisory Services, LLC	0.08%	Add +83.6%	181,105	$36.8M
Encompass Wealth Advisors, LLC	12.62%	Reduce -0.4%	171,699	$36.3M
Financial Life Advisors	10.98%	Add +0.5%	166,962	$35.3M
SteelPeak Wealth, LLC	1.10%	Reduce -19.1%	165,861	$35.0M
Beacon Pointe Advisors, LLC	0.18%	Add +12.8%	164,883	$34.8M
Horst & Graben Wealth Management LLC	4.68%	Add +3.4%	155,140	$34.1M
Integrity Alliance, Llc.	1.30%	Add +5.9%	161,174	$34.0M
McKinley Carter Wealth Services, Inc.	1.95%	Add +30.4%	160,281	$33.8M
Farther Finance Advisors, LLC	0.32%	Reduce -10.8%	158,047	$33.4M
Powell Investment Advisors, LLC	11.51%	Add +1.6%	157,994	$33.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	1.88%	Reduce -30.2%	156,320	$33.0M
Greenleaf Trust	0.32%	Reduce -3.2%	156,003	$32.9M
NorthRock Partners, LLC	0.53%	Reduce -4.7%	155,844	$32.9M
Orion Porfolio Solutions, LLC	0.28%	Reduce -15.6%	155,810	$32.9M
Ewa, LLC	7.46%	Reduce -6.0%	155,610	$32.9M
IFP Advisors, Inc	0.67%	Add +71.8%	152,743	$32.3M
Berkshire Money Management, Inc.	3.26%	Reduce -1.0%	150,908	$31.9M
Stratos Wealth Partners, LTD.	0.36%	Reduce -1.1%	150,230	$31.7M
Condor Capital Management	2.64%	Add +0.2%	149,589	$31.6M
Wealth Alliance, LLC	3.11%	Reduce -9.9%	149,006	$31.5M
Pettinga Financial Advisors LLC	5.90%	Reduce -7.1%	148,510	$31.4M
PAX Financial Group, LLC	5.22%	Add +3.3%	144,883	$30.6M
Brookstone Capital Management	0.34%	Reduce -2.3%	139,963	$29.6M
Phillips Financial Management, LLC	2.13%	Reduce -21.4%	138,943	$29.3M
TD Waterhouse Canada Inc.	0.09%	Reduce -17.9%	135,868	$28.6M
Physician Wealth Advisors, Inc.	3.97%	Reduce -5.0%	135,184	$28.5M
1834 Investment Advisors Co.	3.56%	Reduce -2.3%	135,177	$28.5M
Vestmark Advisory Solutions, Inc.	0.32%	Add +4.9%	134,765	$28.5M
Security Financial Services, INC.	4.47%	Reduce -7.0%	133,708	$28.2M
Praetorian Wealth Management, Inc.	5.28%	Reduce -0.8%	128,382	$27.8M
JFS Wealth Advisors, LLC	1.54%	Add +6.6%	130,730	$27.6M
Captrust Financial Advisors	0.05%	Add +0.9%	130,653	$27.6M
One Wealth Advisors, LLC	3.43%	Reduce -2.1%	130,581	$27.6M
Droms Strauss Advisors Inc. /Mo/	7.16%	Reduce -0.5%	129,776	$27.4M
Liberty Wealth Management LLC	3.40%	Add +18.9%	128,765	$27.2M
Principal Securities, Inc.	0.40%	Reduce -9.9%	127,933	$27.0M
Corient Private Wealth LP	0.04%	Add +2.4%	125,808	$26.5M
Rothschild Wealth LLC	2.39%	Add +7.4%	125,410	$26.5M
Kwmg, LLC	2.18%	Add +3.4%	123,773	$26.1M
Keystone Financial Services	7.61%	Add +21.7%	122,866	$25.9M
DDFG, Inc	5.58%	Add +1.7%	122,712	$25.9M
MLG Wealth Management DBA Pine Grove Financial Group	2.98%	Reduce -6.8%	121,546	$25.7M
Spire Wealth Management	0.87%	Reduce -2.7%	121,373	$25.6M
Stokes Family Office, LLC	2.64%	Reduce -21.6%	121,242	$25.6M
Thoma Capital Management LLC	15.10%	Add +9.8%	120,937	$25.5M
Trek Financial, LLC	1.35%	Reduce -0.1%	119,949	$25.3M
Concurrent Investment Advisors, LLC	0.27%	Add +4.8%	119,031	$25.1M
Kelly Financial Services LLC	6.06%	Reduce -7.6%	119,082	$25.1M
Pathstone Holdings, LLC	0.10%	Add +1.6%	116,061	$24.5M
Citigroup Inc.	0.02%	Add +9.9%	115,945	$24.5M
Summit Financial, LLC	0.31%	Add +5.4%	114,642	$24.2M
Callan Family Office, LLC	0.55%	Reduce -2.5%	114,342	$24.1M
Clearstead Advisors, LLC	0.22%	Reduce -0.4%	113,434	$24.0M
Ashton Thomas Private Wealth, LLC	0.56%	Add +17.2%	112,776	$23.8M
Mercer Global Advisors Inc.	0.04%	Reduce -26.5%	112,059	$23.7M
Scissortail Wealth Management, LLC	4.71%	Add +67.5%	111,026	$23.4M
Sigma Planning Corp	0.63%	Add +1.8%	107,919	$22.8M
CoreCap Advisors, LLC	0.77%	Add +40.5%	106,473	$22.5M
Planning Directions Inc.	11.32%	New	105,962	$22.4M
Per Stirling Capital Management, LLC.	2.46%	Reduce -0.8%	105,494	$22.3M
Lutz Financial Services LLC	1.50%	Reduce -1.4%	105,481	$22.3M
Detalus Advisors, LLC	5.03%	Reduce -8.9%	104,257	$22.0M
Diversify Wealth Management, LLC	0.39%	Add +29.8%	99,596	$22.0M
Cahill Financial Advisors Inc.	2.37%	Reduce -0.7%	103,851	$21.9M
Advisory Services Network, LLC	0.29%	Add +14.5%	103,742	$21.9M
Capital Analysts, LLC	0.57%	Reduce -0.1%	103,218	$21.8M
WealthPlan Investment Management, LLC	1.21%	Add +3.6%	102,859	$21.7M
Merit Financial Group, LLC	0.16%	Reduce -1.8%	101,369	$21.4M
Steward Partners Investment Advisory, LLC	0.11%	Reduce -30.8%	101,291	$21.4M
Kestra Private Wealth Services, LLC	0.26%	Add +5.1%	101,103	$21.3M
SilverOak Wealth Management LLC	3.34%	Add +0.2%	99,931	$21.1M
Sovran Advisors, LLC	1.65%	Add +0.5%	94,104	$21.0M
Swmg, LLC	6.00%	Reduce -8.8%	99,492	$21.0M
Gateway Wealth Partners, LLC	0.81%	Add +160.2%	98,088	$20.7M
Blue Trust, Inc.	0.24%	Reduce -10.9%	97,730	$20.6M
MV Capital Management, Inc.	2.02%	Reduce -6.4%	97,684	$20.6M
Choreo, LLC	0.25%	Reduce -3.5%	97,554	$20.6M
Ironwood Financial, llc	3.57%	Reduce -1.1%	96,875	$20.5M
Signature Wealth Management Partners, LLC	10.25%	Reduce -0.2%	96,818	$20.4M
Legacy Financial Group LLC	2.57%	Reduce -7.3%	96,778	$20.4M
GHP Investment Advisors, Inc.	0.83%	Reduce -0.8%	96,014	$20.3M
ADG Wealth Management Group, LLC	13.91%	Add +50.4%	95,344	$20.1M
Regal Investment Advisors LLC	1.16%	Reduce -6.9%	94,899	$20.0M
Allworth Financial LP	0.08%	Reduce -0.8%	94,814	$20.0M
Rwa Wealth Partners, LLC	0.22%	Reduce -1.9%	93,773	$19.8M
ONE Advisory Partners, LLC	6.09%	Reduce -10.6%	93,533	$19.7M
Bokf, NA	0.30%	Reduce -31.3%	93,168	$19.7M
Narwhal Capital Management	1.45%	No change	92,784	$19.6M
Koss-Olinger Consulting, LLC	1.64%	Reduce -33.5%	92,755	$19.6M
M1 Capital Management LLC	9.00%	Add +14.0%	92,474	$19.5M
Scarborough Advisors, LLC	2.12%	New	91,539	$19.3M
Savant Capital, LLC	0.09%	Add +9.5%	91,374	$19.3M
Cullen/Frost Bankers, Inc.	0.22%	Reduce -0.2%	91,290	$19.3M
Ameritas Investment Partners, Inc.	0.58%	Reduce -5.5%	90,141	$19.0M
BOK Financial Private Wealth, Inc.	1.14%	Reduce -2.7%	89,693	$18.9M
Waterway Wealth Management, LLC	4.16%	Reduce -14.8%	131,716	$18.8M
Apollon Wealth Management, LLC	0.30%	Reduce -1.1%	88,440	$18.7M
Gallagher Capital Advisors, LLC	12.41%	Add +3223.2%	158,615	$18.4M
Cosner Financial Group, LLC	10.06%	Add +0.1%	86,757	$18.3M
First Merchants Corp.	0.70%	Reduce -0.2%	86,659	$18.3M
First Hawaiian Bank	2.51%	Reduce -17.9%	84,945	$17.9M
Matthew Goff Investment Advisor, LLC	2.93%	Reduce -1.2%	83,202	$17.6M
TD Private Client Wealth LLC	0.36%	Reduce -8.4%	82,186	$17.4M
Financial Enhancement Group LLC	2.14%	Add +146.0%	78,069	$17.2M
Cypress Wealth Services, LLC	2.40%	Reduce -10.4%	80,372	$17.0M
WealthShield Partners, LLC	1.89%	Reduce -6.1%	80,286	$17.0M
Trustmark Bank Trust Department	1.08%	Add +4.3%	79,932	$16.9M
BNP Paribas Financial Markets	0.01%	Reduce -10.8%	79,738	$16.8M
Saiph Capital, LLC	6.34%	Reduce -0.4%	79,335	$16.8M
Arkadios Wealth Advisors	0.28%	Add +5.9%	79,315	$16.7M
Horizon Wealth Management, LLC	2.45%	Add +7.6%	79,148	$16.7M
McMorgan & Co. LLC	2.67%	Reduce -1.7%	78,118	$16.5M
Integrated Wealth Concepts LLC	0.13%	Add +23.4%	77,675	$16.4M
Commerce Bank	0.08%	Add +650.0%	76,408	$16.1M
McNaughton Wealth Management, LLC	6.66%	Reduce -5.1%	76,322	$16.1M
Blue Edge Capital, LLC	2.13%	Add +3.0%	76,110	$16.1M
Elevated Financial Group LLC	5.32%	Add +1.9%	76,023	$16.1M
Bay Harbor Wealth Management, LLC	4.14%	Reduce -9.0%	75,688	$16.0M
Astoria Strategic Wealth, Inc.	4.05%	Add +1.7%	75,559	$16.0M
Snowden Capital Advisors LLC	0.42%	Add +18.8%	74,997	$15.8M
RTD Financial Advisors, Inc.	1.94%	Reduce -2.2%	74,881	$15.8M
EP Wealth Advisors, LLC	0.08%	Add +5.6%	74,806	$15.8M
Invst, LLC	1.76%	Reduce -19.6%	73,869	$15.6M
Alvarez & Marsal Private Wealth Partners, LLC	2.17%	No change	73,110	$15.4M
Modera Wealth Management, LLC	0.18%	Reduce -3.3%	72,597	$15.3M
Independent Solutions Wealth Management, LLC	2.26%	Reduce -3.4%	72,579	$15.3M
Natixis Advisors, LLC	0.02%	Add +4.3%	72,158	$15.2M
Instrumental Wealth, LLC	9.29%	Add +1.8%	71,538	$15.1M
Lansing Street Advisors	3.76%	Add +2.8%	70,637	$14.9M
Quadrant Private Wealth Management, LLC	2.30%	Reduce -3.5%	70,489	$14.9M
Sacks & Associates, LLC	10.93%	Reduce -0.6%	69,619	$14.7M
Trust Point Inc.	1.27%	Reduce -1.0%	69,367	$14.6M
Associated Banc-Corp	0.39%	Add +2.9%	69,159	$14.6M
Csenge Advisory Group	0.67%	Reduce -5.7%	69,142	$14.6M
Citizens Financial Group Inc.	0.20%	Add +19.4%	69,142	$14.6M
Kilter Group LLC	6.29%	Add +7.3%	68,954	$14.6M
Occidental Asset Management, LLC	1.70%	Add +1.0%	68,122	$14.4M
Ironwood Wealth Management, Inc.	6.41%	Reduce -0.4%	65,861	$14.3M
Beese Fulmer Investment Management, Inc.	0.92%	Add +4.0%	67,702	$14.3M
GTS Securities LLC	0.50%	New	67,344	$14.2M
Alesco Advisors, LLC, An ESL Co	0.36%	Reduce -5.9%	66,079	$14.0M
WCG Wealth Advisors LLC	0.39%	Add +25.4%	65,691	$13.9M
Archer Investment Management, LLC	5.83%	Add +272.4%	65,657	$13.9M
BKM Wealth Management, LLC	5.03%	Add +1.0%	65,220	$13.8M
Wilmington Savings Fund Society, FSB	0.33%	Add +2.5%	65,116	$13.7M
Laird Norton Wetherby Trust Company, LLC	0.30%	Reduce -0.8%	64,177	$13.6M
Ieq Capital, LLC	0.06%	Add +4.0%	63,498	$13.4M
Bank Pictet & Cie (Europe) AG	0.28%	No change	62,947	$13.3M
Mayflower Financial Advisors, LLC	1.61%	Reduce -0.8%	62,807	$13.3M
Texas Capital Bank Wealth Management Services Inc	0.78%	Add +1515.1%	62,423	$13.2M
Ausdal Financial Partners, Inc.	0.59%	Add +2.2%	61,979	$13.1M
Elevation Point Wealth Partners, LLC	0.31%	Add +126.3%	61,835	$13.1M
Guidance Point Advisors, LLC	3.16%	Reduce -0.1%	61,561	$13.0M
Mutual Advisors, LLC	0.28%	Add +8.9%	61,292	$12.9M
Pinnacle Financial Partners, Inc.	0.10%	Add +0.8%	60,926	$12.9M
Gladstone Institutional Advisory LLC	0.46%	Reduce -1.6%	59,317	$12.5M
VestGen Advisors, LLC	0.35%	Add +45.5%	55,281	$12.4M
Parallel Advisors, LLC	0.22%	Add +1.0%	58,299	$12.3M
Endeavor Private Wealth, Inc.	3.49%	Reduce -4.5%	57,649	$12.2M
TSA Wealth Managment LLC	3.90%	Reduce -9.3%	57,163	$12.1M
American Wealth Advisors, LLC	12.53%	Add +1.5%	56,953	$12.0M
Twin Peaks Wealth Advisors, LLC	2.93%	Add +2.5%	55,110	$11.6M
Resolute Wealth Advisor, Inc.	6.48%	—	53,933	$11.4M
Acropolis Investment Management, LLC	0.50%	Add +1.9%	53,885	$11.4M
Advyzon Investment Management, LLC	1.02%	Add +22.4%	53,792	$11.4M
May Hill Capital, LLC	2.85%	Reduce -2.3%	53,757	$11.4M
SigFig Wealth Management, LLC	0.33%	Reduce -5.0%	53,694	$11.3M
Prosperity Planning, Inc.	4.05%	Reduce -1.7%	53,278	$11.2M
Mma Asset Management LLC	3.95%	Reduce -56.1%	53,138	$11.2M
Hemming& Wealth Management, Inc.	7.81%	Reduce -38.0%	53,000	$11.2M
Nvest Financial, LLC	4.12%	Add +4.5%	52,394	$11.1M
Broadview Financial Management, LLC	7.49%	Add +0.1%	51,963	$11.0M
Hobbs Wealth Management, LLC	10.85%	Add +0.5%	51,943	$11.0M
Net Worth Advisory Group	2.27%	Add +0.3%	51,942	$11.0M
Michelson Medical Research Foundation, Inc.	11.13%	No change	51,905	$11.0M
Asset Management Group, Inc.	1.76%	Reduce -0.1%	51,514	$10.9M
Daviman Financial, LLC	6.40%	Add +2.5%	51,252	$10.8M
Franklin Resources Inc.	0.00%	Add +27.2%	50,980	$10.8M
Bank of Stockton	3.31%	Reduce -7.1%	50,741	$10.7M
Amundi	0.00%	Add +0.2%	50,700	$10.7M
Patriot Financial Group Insurance Agency, LLC	0.60%	Add +93.1%	50,216	$10.6M
AQR Capital Management	0.00%	Add +19.1%	49,642	$10.5M
Keebeck Wealth Management	1.18%	Reduce -7.2%	49,609	$10.5M
Arlington Trust Co LLC	0.92%	Add +0.8%	49,297	$10.4M
True Vision MN LLC	5.36%	Reduce -2.9%	49,229	$10.4M
Clear Wave Wealth Management LLC	2.64%	—	49,174	$10.4M
Financial Advisors Network, Inc.	1.43%	Reduce -0.3%	49,012	$10.3M
Gen-Wealth Partners Inc	3.25%	Add +4.3%	48,851	$10.3M
Quantinno Capital Management LP	0.02%	Add +25.6%	48,569	$10.3M
Ancora Advisors LLC	0.22%	Add +10.0%	48,517	$10.2M
Rodgers & Associates, LTD	1.04%	Reduce -0.7%	48,283	$10.2M
LMG Wealth Partners, LLC	1.85%	Add +2.0%	47,974	$10.1M
Graham Capital Management, L.P.	0.46%	New	47,750	$10.1M
Sierra Capital LLC	1.09%	Reduce -1.8%	47,410	$10.0M
Avidian Wealth Enterprises, LLC	0.31%	Reduce -5.4%	46,312	$9.8M
HB Wealth Management, LLC	0.06%	Reduce -7.4%	45,806	$9.7M
Wescott Financial Advisory Group, LLC	0.85%	Add +10.5%	45,666	$9.6M
Polaris Investment Advisors, LLC	7.01%	Add +1.3%	45,564	$9.6M
Lifelong Wealth Advisors, Inc.	2.49%	Add +10.6%	44,265	$9.3M
Traynor Capital Management, Inc.	0.55%	Reduce -3.1%	44,811	$9.3M
Capital Advisors, Ltd. LLC	1.06%	Add +522.4%	43,998	$9.3M
Geneos Wealth Management Inc.	0.22%	Reduce -0.3%	43,974	$9.3M
DT Investment Partners, LLC	0.77%	No change	43,950	$9.3M
Sunbelt Securities, Inc.	0.58%	Reduce -9.2%	43,751	$9.2M
Maia Wealth LLC	1.55%	Reduce -7.6%	43,477	$9.2M
Fifth Third Securities, Inc.	0.59%	Reduce -10.6%	43,461	$9.2M
Oppenheimer & Co. Inc.	0.11%	Add +15.3%	43,151	$9.1M
FAS Wealth Partners, Inc.	0.56%	Add +1.8%	42,521	$9.0M
UMB Bank, n.a.	0.12%	Reduce -11.9%	42,252	$8.9M
LBMC Investment Advisors, LLC	0.54%	Reduce -5.3%	41,978	$8.9M
Great Valley Advisor Group, Inc.	0.16%	Add +1.0%	41,965	$8.9M
Cresset Asset Management, LLC	0.04%	Add +4.4%	41,390	$8.7M
Blair William & Co.	0.02%	Reduce -2.4%	41,042	$8.7M
LiftPoint Family Wealth Advisors LLC	7.16%	Add +1.0%	40,927	$8.6M
Integrated Advisors Network LLC	0.45%	Add +63.6%	40,873	$8.6M
Simplicity Wealth,LLC	0.48%	Add +1.7%	40,117	$8.5M
A4 Wealth Advisors LLC	6.94%	Add +20.4%	39,547	$8.4M
Willis Johnson & Associates, Inc.	0.49%	Add +4.3%	39,521	$8.3M
Tower Research Capital LLC (TRC)	0.22%	Add +4851.4%	39,463	$8.3M
Sei Investments Co.	0.01%	Add +0.3%	39,412	$8.3M
One Wealth Capital Management, LLC	3.62%	Reduce -12.4%	37,608	$8.3M
Lantz Financial LLC	1.71%	Add +1.3%	39,099	$8.3M
Focus Financial Network, Inc.	0.29%	Reduce -36.8%	38,795	$8.2M
Centerpoint Advisors, LLC	2.64%	Reduce -0.8%	38,460	$8.1M
Firethorn Wealth Partners, LLC	2.98%	Add +8.5%	38,433	$8.1M
Tradition Wealth Management, LLC	0.57%	Add +1.1%	37,736	$8.0M
AtlasMark Financial, Inc	5.14%	No change	37,560	$8.0M
Alliancebernstein L.P.	0.00%	Add +0.6%	37,311	$7.9M
Exencial Wealth Advisors, LLC	0.25%	Reduce -1.9%	37,365	$7.9M
Bradley Foster & Sargent Inc.	0.12%	Add +0.0%	36,986	$7.8M
Cornerstone Planning Group LLC	1.03%	Add +33.1%	34,367	$7.7M
CFS Investment Advisory Services, LLC	0.53%	Reduce -16.0%	34,708	$7.7M
FFG Retirement Advisors LLC	4.45%	Add +69.7%	36,233	$7.7M
Adirondack Capital Advisors, LLC	4.91%	Reduce -0.4%	36,200	$7.6M
YHB Investment Advisors, Inc.	0.54%	Add +0.4%	35,879	$7.6M
KMG Fiduciary Partners, LLC	0.56%	Reduce -39.1%	35,833	$7.6M
B.O.S.S. Retirement Advisors, LLC	2.30%	Reduce -1.4%	35,716	$7.5M
Soltis Investment Advisors LLC	0.49%	Add +4.9%	35,708	$7.5M
Vise Technologies, Inc.	0.15%	No change	35,528	$7.5M
Shared Vision Wealth Group LLC	3.06%	Add +3.2%	35,491	$7.5M
Sax Wealth Advisors, LLC	0.36%	Reduce -0.3%	35,081	$7.4M
PFG Advisors	0.36%	Add +9.4%	34,689	$7.3M
Portfolio Resources Advisor Group, Inc.	7.24%	Reduce -13.3%	34,515	$7.3M
Federation des caisses Desjardins du Quebec	0.03%	Reduce -3.3%	34,465	$7.3M
Nicolet Bankshares Inc.	0.27%	Add +28.5%	34,426	$7.3M
Robertson Stephens Wealth Management, LLC	0.20%	Add +1.2%	34,306	$7.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0.00%	Add +178.9%	34,158	$7.2M
Susquehanna International Group, LLP	0.01%	Add +28.1%	33,839	$7.1M
Banco Santander, S.A.	0.06%	Add +10.9%	33,773	$7.1M
Daymark Wealth Partners, LLC	0.22%	Reduce -8.7%	33,450	$7.1M
Petersen Hastings Wealth Advisors Inc.	0.64%	Reduce -1.6%	33,323	$7.0M
SCS Capital Management LLC	0.07%	Reduce -0.1%	33,186	$7.0M
LYNX Capital Group Ltd.	3.23%	Reduce -2.3%	32,845	$6.9M
ETF Portfolio Partners, Inc.	1.80%	Reduce -5.7%	32,462	$6.9M
Pure Financial Advisors, LLC	0.10%	Reduce -3.2%	32,291	$6.8M
Vicus Capital	0.50%	Reduce -2.6%	32,184	$6.8M
Hoxton Planning & Management, LLC	2.02%	Reduce -4.5%	31,813	$6.7M
O'shaughnessy Asset Management, LLC	0.03%	Add +10.0%	31,764	$6.7M
Sapient Capital LLC	0.10%	Add +0.8%	31,247	$6.6M
Wealthspire Advisors, LLC	0.05%	Reduce -1.3%	31,081	$6.6M
5T Wealth, LLC	2.58%	Reduce -1.3%	30,920	$6.5M
Carbahal Olsen Financial Services Group, LLC	5.21%	Add +0.3%	30,896	$6.5M
Equitable Trust Co.	0.30%	No change	30,874	$6.5M
Financial Synergies Wealth Advisors, Inc.	0.62%	Add +0.3%	30,736	$6.5M
Jump Financial, LLC	0.10%	New	30,262	$6.4M
Prospera Financial Services Inc	0.10%	Add +5.2%	30,090	$6.4M
First Heartland Consultants, Inc.	0.49%	Reduce -6.5%	30,038	$6.3M
Level Four Advisory Services, LLC	0.21%	Reduce -0.4%	29,828	$6.3M
W Advisors, LLC	3.17%	Reduce -3.8%	29,307	$6.2M
Pathway Financial Advisors LLC	0.76%	No change	29,079	$6.2M
Arax Advisory Partners	0.17%	Reduce -10.4%	29,096	$6.1M
Barnes Wealth Management Group, Inc	3.10%	Add +0.4%	28,929	$6.1M
Brown Advisory Inc.	0.01%	Add +1.9%	28,609	$6.0M
Independent Advisor Alliance	0.06%	Add +1003.7%	28,609	$6.0M
Forte Asset Management LLC	2.65%	Reduce -1.8%	28,545	$6.0M
Advus Financial Partners, LLC	1.50%	Add +9.1%	28,296	$6.0M
Verus Capital Partners, LLC	0.41%	Add +2.5%	28,264	$6.0M
Falcon Wealth Planning	0.40%	Reduce -2.8%	28,099	$5.9M
Hopwood Nicholas Hunter	1.88%	Add +36.5%	28,064	$5.9M
B. Riley Wealth Advisors, Inc.	0.38%	Reduce -18.7%	28,494	$5.9M
Mather Group, Llc.	0.06%	Add +38.4%	27,986	$5.9M
Tortoise Investment Management, LLC	0.49%	Reduce -3.3%	27,846	$5.9M
Keystone Financial Group	0.40%	Add +8.9%	27,706	$5.9M
Ashton Thomas Securities, LLC	0.73%	New	27,590	$5.8M
Caliber Wealth Management, LLC / KS	0.63%	Add +1.2%	27,466	$5.8M
Tilson Financial Group, Inc.	1.71%	Reduce -0.2%	27,063	$5.7M
Stenger Family Office, LLC	1.01%	No change	27,050	$5.7M
Pacific Financial Group Inc.	3.06%	Reduce -8.8%	26,887	$5.7M
Absolute Capital Management, LLC	1.88%	Add +24.9%	26,841	$5.7M
Founders Grove Wealth Partners, LLC	1.28%	Reduce -0.2%	26,751	$5.6M
Chatterton & Associates Inc.	3.88%	Add +16.3%	25,531	$5.5M
Davis Wealth Advisors, LLC	4.60%	Reduce -7.6%	26,244	$5.5M
Ascent Wealth Partners, LLC	0.64%	Add +15.9%	26,113	$5.5M
Diversified Trust Co.	0.10%	Add +4.0%	25,857	$5.5M
Efficient Advisors, LLC	0.39%	Reduce -3.1%	25,815	$5.5M
Theory Financial LLC	1.90%	Reduce -5.8%	25,705	$5.4M
HRT Financial LP	0.01%	Reduce -13.1%	25,701	$5.4M
Centurion Wealth Management LLC	1.22%	Add +4.1%	25,662	$5.4M
Yanni & Associates Investment Advisors, LLC	5.60%	Add +1.7%	25,589	$5.4M
Old Mission Investment Co LLC	1.25%	Add +0.4%	25,365	$5.4M
Old National Bancorp	0.09%	Reduce -5.2%	25,136	$5.3M
Redwood Investment Management, LLC	0.65%	Add +40.2%	24,940	$5.3M
Alpine Bank Wealth Management	0.76%	Reduce -0.2%	24,899	$5.3M
Retirement Wealth Solutions LLC	3.28%	Reduce -3.4%	24,624	$5.2M
Sequoia Financial Advisors, LLC	0.03%	Reduce -8.3%	24,575	$5.2M
Flagstar Securities, Inc.	1.87%	Add +1.9%	24,445	$5.2M
Investment Partners, LTD.	1.83%	Add +2.9%	24,392	$5.2M
Beto Financial Group, LLC	3.01%	Reduce -48.3%	23,034	$5.1M
Bartlett & Co. Wealth Management LLC	0.07%	Add +4.2%	23,169	$5.1M
Clarus Wealth Advisors	2.19%	Reduce -1.5%	24,196	$5.1M
Twin Focus Capital Partners, LLC	0.58%	Reduce -32.3%	23,930	$5.1M
Charter Oak Capital Management, LLC	0.39%	Reduce -7.0%	23,916	$5.0M
Quotient Wealth Partners, LLC	0.13%	Reduce -1.3%	23,740	$5.0M
Sterling Investment Advisors LLC	2.38%	Reduce -1.9%	23,511	$5.0M
First Foundation Advisors	0.20%	Add +14.7%	23,435	$4.9M
First Trust Advisors LP	0.00%	Reduce -0.6%	23,423	$4.9M
Cranbrook Wealth Management, LLC	1.00%	Reduce -1.6%	23,384	$4.9M
Avestar Capital, LLC	0.34%	Reduce -0.9%	23,166	$4.9M
Strategic Blueprint, LLC	0.28%	Add +1.1%	23,152	$4.9M
WealthPoint Financial, LLC	4.09%	Add +2.0%	23,121	$4.9M
Sterling Financial Planning, Inc.	1.43%	Reduce -0.5%	22,858	$4.8M
Resolute Wealth Strategies, LLC	2.08%	Reduce -1.5%	22,815	$4.8M
Apeiron RIA LLC	1.10%	Reduce -53.0%	22,453	$4.7M
Jackson Hole Capital Partners, LLC	0.78%	Add +6.0%	22,396	$4.7M
Leo Wealth, LLC	0.34%	Add +0.1%	22,355	$4.7M
Lighthouse Financial LLC	2.83%	Reduce -9.6%	22,235	$4.7M
Kickstand Ventures, Llc.	0.99%	Add +6.5%	22,220	$4.7M
Rik Saylor Financial, Inc.	3.56%	Add +2.1%	22,194	$4.7M
Prosperity Consulting Group, LLC	0.21%	Add +143.0%	22,028	$4.7M
Bush Investment Group, LLC	2.53%	Add +4.9%	21,946	$4.6M
Blalock Williams, LLC	3.53%	Add +6.0%	21,600	$4.6M
Peoples Bank	2.80%	Reduce -2.5%	21,587	$4.6M
Stordahl Capital Management, Inc.	0.94%	Reduce -0.3%	21,516	$4.5M
LifePlan Investment Advisors, Inc.	1.76%	Add +23.7%	21,242	$4.5M
Commonwealth Retirement Investments LLC	1.39%	Add +3.5%	21,239	$4.5M
Assetmark, Inc.	0.01%	Reduce -6.0%	21,213	$4.5M
Arcadia Investment Advisors LLC	2.11%	Reduce -0.9%	21,157	$4.5M
Harbor Investment Advisory, LLC	0.35%	Add +2.5%	21,116	$4.5M
Florida Trust Wealth Management Co	0.12%	Add +3.7%	20,963	$4.4M
Prime Capital Investment Advisors, LLC	0.05%	Reduce -4.2%	20,883	$4.4M
Guardian Wealth Advisors, LLC	2.53%	Reduce -2.9%	20,865	$4.4M
Mosley Wealth Management	1.99%	Add +0.8%	21,254	$4.4M
Edgar Lomax Co.	0.31%	Reduce -24.7%	20,740	$4.4M
Smithfield Trust Co	0.19%	Reduce -0.8%	20,702	$4.4M
Southern Capital Advisors, LLC	2.05%	Add +1.0%	20,691	$4.4M
Forvis Mazars Wealth Advisors, LLC	0.08%	Add +1.4%	20,610	$4.4M
MSH Capital Advisors LLC	0.92%	Add +3.3%	20,563	$4.3M
First Commonwealth Financial Corp	0.69%	Add +110.3%	20,504	$4.3M
Hancock Whitney Corp.	0.08%	Reduce -13.6%	19,402	$4.3M
Venturi Wealth Management, LLC	0.19%	Add +63.2%	20,380	$4.3M
Hilltop Wealth Advisors, LLC	2.57%	Reduce -2.9%	20,288	$4.3M
Wealth Advisory Solutions, LLC	0.95%	Add +2.7%	20,183	$4.3M
Chicago Partners Investment Group LLC	0.09%	Reduce -11.9%	19,252	$4.2M
Wesbanco Bank Inc.	0.12%	Reduce -2.1%	19,871	$4.2M
Valor Advisors LLC	3.53%	No change	19,772	$4.2M
Belpointe Asset Management LLC	0.15%	Reduce -15.5%	19,852	$4.2M
Morris Financial Concepts, Inc.	1.41%	Add +0.3%	19,690	$4.2M
WealthPLAN Partners, LLC	0.80%	Reduce -11.9%	19,585	$4.1M
Pinnacle Bancorp, Inc.	1.21%	No change	19,466	$4.1M
XY Planning Network, Inc.	0.65%	Add +30.8%	19,384	$4.1M
Anson Capital, Inc.	2.79%	Add +2.3%	19,347	$4.1M
Glen Eagle Advisors, LLC	0.57%	Reduce -4.4%	19,280	$4.1M
Hudson Capital Management LLC	1.08%	Reduce -6.3%	19,266	$4.1M
O'Connor Financial Group LLC	1.66%	Reduce -1.6%	19,242	$4.1M
Compound Planning, Inc.	0.13%	Add +169.7%	19,227	$4.1M
IHT Wealth Management, LLC	0.09%	Add +19.0%	19,113	$4.0M
BTC Capital Management, Inc.	0.27%	Add +0.3%	19,094	$4.0M
Heritage Wealth Advisors	0.16%	No change	19,058	$4.0M
AlphaCore Capital LLC	0.10%	Reduce -0.3%	19,035	$4.0M
Integrity Advisory Solutions, LLC	0.53%	Add +15.6%	18,958	$4.0M
Rogco, LP	1.33%	No change	18,926	$4.0M
SFI Advisors, LLC	4.16%	Reduce -38.2%	18,744	$4.0M
Thompson Investment Management, Inc.	0.51%	Add +5.5%	18,729	$4.0M
Focus Partners Advisor Solutions, LLC	0.04%	Reduce -19.9%	18,559	$3.9M
Sowell Financial Services LLC	0.14%	Add +5.5%	18,479	$3.9M
Western Wealth Management, LLC	0.15%	Add +12.8%	18,389	$3.9M
BCU Wealth Advisors, LLC	1.44%	Reduce -5.5%	18,353	$3.9M
Pines Wealth Management, LLC	1.25%	Reduce -2.6%	18,295	$3.9M
Investment Advisory Group, LLC	0.97%	Add +0.5%	18,032	$3.8M
Dorsey & Whitney Trust CO LLC	0.21%	No change	17,968	$3.8M
Pinnacle Family Advisors, LLC	1.78%	Reduce -0.2%	17,923	$3.8M
Valeo Financial Advisors, LLC	0.09%	Reduce -7.4%	17,894	$3.8M
Tiaa-Cref Individual & Institutional Services, LLC	0.01%	—	17,857	$3.8M
Bare Financial Services, Inc	1.00%	Reduce -3.0%	17,853	$3.8M
Magnus Financial Group LLC	0.31%	Reduce -15.1%	17,701	$3.7M
Eq LLC	1.05%	Add +4.9%	17,605	$3.7M
Sage Investment Advisers LLC	2.75%	Reduce -6.3%	17,545	$3.7M
Ritholtz Wealth Management	0.06%	Reduce -2.5%	17,494	$3.7M
Alta Wealth Advisors LLC	1.19%	Add +48.9%	17,390	$3.7M
Gemmer Asset Management LLC	0.29%	Reduce -4.2%	17,325	$3.7M
Asset Dedication, LLC	0.25%	Add +16.0%	17,016	$3.6M
Evercore Wealth Management, LLC	0.06%	No change	16,662	$3.5M
Capital Investment Management, Inc.	1.21%	Reduce -11.2%	16,655	$3.5M
Gray Private Wealth, LLC	1.76%	Reduce -0.5%	16,591	$3.5M
Forefront Wealth Partners, LLC	1.47%	Add +6.2%	16,590	$3.5M
RKL Wealth Management LLC	0.31%	Reduce -4.9%	16,533	$3.5M
National Philanthropic Trust	0.04%	Reduce -1.4%	16,525	$3.5M
Stegner Investment Associates Inc.	1.88%	Reduce -0.3%	16,258	$3.4M
Principal Financial Group Inc.	0.00%	Reduce -25.4%	16,251	$3.4M
SIMA Wealth Partners, LLC	2.61%	Reduce -2.0%	16,206	$3.4M
CIBC Bancorp USA Inc.	0.00%	—	16,177	$3.4M
First Citizens Bank & Trust Co.	0.07%	Reduce -26.5%	16,129	$3.4M
Hazlett, Burt & Watson, Inc.	1.06%	Add +56.1%	16,081	$3.4M
XTX Topco Ltd	0.06%	Reduce -32.3%	16,037	$3.4M
Sequent Asset Management, LLC	1.62%	Add +31.8%	16,028	$3.4M
J.M. Arbour, LLC	3.24%	Reduce -10.6%	15,973	$3.4M
Midwest Trust Co	0.04%	Add +0.5%	15,901	$3.4M
Capital Asset Managemnet, LLC	3.77%	Reduce -8.3%	15,861	$3.3M
PCM Encore, LLC	0.69%	Reduce -5.7%	15,835	$3.3M
Curtis Wealth Management LLC	3.14%	Reduce -5.8%	15,816	$3.3M
M Holdings Securities, Inc.	0.22%	Add +8.6%	15,000	$3.3M
FORM Wealth Advisors, LLC	0.39%	Reduce -2.0%	15,570	$3.3M
Independent Financial Group, LLC	0.07%	Reduce -2.6%	15,534	$3.3M
Trail Ridge Investment Advisors, LLC	1.42%	Add +1.8%	15,517	$3.3M
Clear Creek Financial Management, LLC	0.25%	Add +20.8%	15,455	$3.3M
Nolet Wealth Management, LLC	1.85%	No change	15,425	$3.3M
Huntington National Bank	0.02%	New	15,408	$3.3M
D.A. Davidson & Co.	0.02%	Reduce -3.9%	15,354	$3.2M
Summit Investment Advisory Services, LLC	1.20%	Reduce -2.6%	15,253	$3.2M
Peregrine Asset Advisers, Inc.	0.87%	Reduce -0.7%	15,214	$3.2M
Seneca House Advisors	1.27%	Reduce -0.6%	15,183	$3.2M
Garde Capital, Inc.	0.19%	No change	15,042	$3.2M
BridgePort Financial Solutions, LLC	0.89%	Reduce -17.7%	14,835	$3.1M
Nations Financial Group Inc, /Ia/	0.16%	Add +0.9%	14,775	$3.1M
Beacon Capital Management, LLC	0.55%	Add +1425.0%	14,701	$3.1M
Gryphon Financial Partners LLC	0.32%	Add +2.1%	14,661	$3.1M
Coign Capital Advisors LLC	1.63%	Add +4.5%	14,655	$3.1M
LaSalle St. Investment Advisors, LLC	0.43%	Add +64.3%	14,585	$3.1M
Marin Bay Wealth Advisors, LLC	1.85%	Reduce -0.8%	14,559	$3.1M
St. Clair Advisors, LLC	0.82%	Reduce -7.3%	14,519	$3.1M
Daybright Advisory Services, Inc.	0.84%	Reduce -1.5%	14,327	$3.0M
OpenArc Corporate Advisory, LLC	0.04%	Add +2.5%	14,308	$3.0M
Ehrlich Financial Group	1.73%	Reduce -72.6%	14,249	$3.0M
GenWealth Group, Inc.	0.51%	Reduce -0.1%	14,166	$3.0M
Allstate Corp.	0.03%	No change	14,138	$3.0M
PKS Advisory Services, LLC	0.69%	Add +947.0%	140,909	$3.0M
Regimen Wealth, LLC	0.86%	Add +12.9%	13,989	$3.0M
Market Street Wealth Management Advisors LLC	0.47%	Reduce -1.3%	13,968	$2.9M
Nwam LLC	0.17%	Add +2.6%	13,916	$2.9M
Grey Ledge Advisors, LLC	0.66%	Add +0.1%	13,914	$2.9M
Vantage Point Financial LLC	1.02%	Reduce -17.5%	13,810	$2.9M
Glass Jacobson Investment Advisors llc	1.00%	Reduce -1.9%	13,782	$2.9M
Calton & Associates, Inc.	0.42%	Reduce -4.1%	13,765	$2.9M
Avior Wealth Management, LLC	0.08%	Add +4.2%	13,749	$2.9M
Scotia Capital Inc.	0.01%	Add +13.7%	13,698	$2.9M
Guilbault Capital LLC	3.17%	Add +3.5%	13,682	$2.9M
Heck Capital Advisors, LLC	0.21%	Reduce -58.8%	13,679	$2.9M
Crestwood Advisors Group, LLC	0.05%	Add +25.3%	13,665	$2.9M
Truepoint, Inc.	0.06%	Reduce -1.7%	13,638	$2.9M
Concorde Asset Management, LLC	1.41%	Reduce -9.7%	13,624	$2.9M
Saxony Capital Management, LLC	1.66%	Add +36.3%	13,554	$2.9M
SWP Financial LLC	1.46%	Reduce -3.2%	13,548	$2.9M
Sutton Place Investors LLC	1.55%	Add +4.6%	13,403	$2.8M
Gables Capital Management Inc.	1.19%	No change	13,330	$2.8M
PGIM Custom Harvest LLC	0.04%	Add +0.1%	13,301	$2.8M
Brave Asset Management Inc.	0.66%	No change	13,242	$2.8M
WealthTrak Capital Management LLC	1.99%	Add +2.7%	13,222	$2.8M
Wellspring Financial Advisors, LLC	0.21%	Add +2.7%	13,216	$2.8M
RFG Advisory, LLC	0.05%	Add +95.3%	13,159	$2.8M
Bank of Hawaii	0.14%	Add +0.7%	13,019	$2.7M
Brighton Jones LLC	0.06%	New	12,856	$2.7M
Graves Light Lenhart Wealth, Inc.	0.28%	Reduce -1.4%	12,836	$2.7M
U.S. Capital Wealth Advisors, LLC	0.07%	Add +13.5%	12,804	$2.7M
Merkkuri Wealth Advisors LLC	1.78%	Reduce -4.6%	12,743	$2.7M
Operose Advisors LLC	0.61%	Reduce -0.7%	12,560	$2.7M
Bleakley Financial Group, LLC	0.04%	Add +8.0%	12,455	$2.6M
Ellis Investment Partners, LLC	0.46%	Reduce -2.1%	12,437	$2.6M
Savvy Advisors, Inc.	0.07%	Add +90.9%	12,383	$2.6M
Sigma Investment Counselors Inc.	0.14%	Reduce -0.5%	12,346	$2.6M
MPWM Advisory Solutions, LLC	1.37%	New	12,218	$2.6M
Afg Fiduciary Services Limited Partnership	1.52%	Add +0.0%	12,122	$2.6M
Centaurus Financial, Inc.	0.12%	Reduce -24.8%	12,158	$2.6M
Uptick Partners, LLC	0.51%	Add +13.4%	12,126	$2.6M
New Age Alpha Advisors, LLC	0.12%	Reduce -20.9%	12,125	$2.6M
Capital Square, LLC	1.18%	Add +27.0%	11,588	$2.6M
Two West Capital Advisors LLC	1.35%	Add +6.9%	11,553	$2.6M
EFG International AG	0.06%	Add +181.8%	12,069	$2.5M
Unify Financial Advisors	2.65%	Add +29.6%	12,038	$2.5M
Great Point Wealth Advisors, LLC	0.47%	No change	12,001	$2.5M
WealthBridge Capital Management, LLC	0.58%	Reduce -0.1%	11,917	$2.5M
Partners Wealth Management, LLC	2.59%	Add +1.4%	11,898	$2.5M
GWN Securities Inc.	0.48%	Reduce -1.2%	11,880	$2.5M
Accelerate Investment Advisors LLC	1.67%	Add +2.4%	11,846	$2.5M
Brookwood Investment Group LLC	0.32%	Add +1.5%	11,824	$2.5M
AlTi Global, Inc.	0.05%	Add +3.2%	11,816	$2.5M
B&D White Capital Company, LLC	0.31%	Reduce -2.7%	11,691	$2.5M
Westmount Partners, LLC	0.61%	Add +80.3%	11,689	$2.5M
Sonata Capital Group Inc.	0.91%	Add +21.9%	11,637	$2.5M
Apella Capital, LLC	0.04%	Add +11.8%	11,115	$2.5M
Davis Selected Advisers	0.01%	Reduce -90.8%	11,624	$2.5M
TRUE Private Wealth Advisors	0.23%	Reduce -0.5%	11,604	$2.5M
Sovereign Financial Group, Inc.	0.43%	Reduce -19.0%	11,601	$2.4M
Bridges Investment Management Inc.	0.03%	Reduce -4.2%	11,545	$2.4M
Sonoma Private Wealth LLC	2.97%	Add +21.1%	11,425	$2.4M
Smartleaf Asset Management LLC	0.09%	Add +4.4%	11,611	$2.4M
Bryn Mawr Trust Advisors, LLC	0.12%	Reduce -0.6%	11,397	$2.4M
Councilor Wealth, LLC	1.17%	Reduce -0.3%	11,368	$2.4M
Raleigh Capital Management Inc.	0.83%	Reduce -9.6%	11,342	$2.4M
Golden State Wealth Management, LLC	0.26%	Add +74.2%	11,273	$2.4M
Roble, Belko & Company, Inc	0.30%	No change	11,238	$2.4M
Bessemer Group Inc.	0.00%	Add +2.3%	11,196	$2.4M
Yukon Wealth Management, Inc.	1.41%	Add +4.8%	11,187	$2.4M
Fairvoy Private Wealth, LLC	0.56%	Add +414.2%	11,178	$2.4M
Cassilly Financial Group LLC	2.05%	Add +3.2%	11,166	$2.4M
Transcend Capital Advisors, LLC	0.19%	Reduce -6.1%	11,138	$2.4M
Signal Advisors Wealth, LLC	0.16%	Reduce -6.2%	11,086	$2.3M
Tempus Wealth Planning, LLC	0.54%	Add +48.2%	11,055	$2.3M
Total Investment Management Inc.	0.27%	Add +2.2%	11,043	$2.3M
Wealth Dimensions Group, Ltd.	0.46%	Reduce -3.4%	10,965	$2.3M
Arwa LLC	1.14%	Add +51.4%	10,637	$2.3M
17 Capital Partners, LLC	1.19%	Add +8.7%	10,934	$2.3M
GenTrust, LLC	0.10%	No change	10,900	$2.3M
Schneider Downs Wealth Management Advisors, LP	0.25%	No change	10,893	$2.3M
United Advisor Group, LLC	0.28%	Add +2.3%	10,863	$2.3M
Marietta Wealth Management, LLC	0.27%	Add +0.0%	10,736	$2.3M
Axis Wealth Partners, LLC	1.18%	Reduce -8.5%	10,490	$2.2M
Interchange Capital Partners, LLC	0.70%	Reduce -36.6%	11,526	$2.2M
Fisher Asset Management	0.00%	Reduce -4.3%	10,359	$2.2M
Able Wealth Management LLC	0.58%	Add +1.2%	10,338	$2.2M
Focused Alpha, LLC	0.67%	Add +3.3%	10,310	$2.2M
Fortitude Family Office, LLC	0.49%	Reduce -0.9%	10,300	$2.2M
Whittier Trust Co.	0.02%	Reduce -0.9%	10,096	$2.1M
CLG LLC	0.53%	Add +0.3%	10,146	$2.1M
Tranquility Partners, LLC	0.81%	Add +2.7%	10,453	$2.1M
Dumont & Blake Investment Advisors LLC	0.53%	Reduce -4.4%	10,107	$2.1M
Signature Estate & Investment Advisors LLC	0.04%	Add +16.6%	10,076	$2.1M
Aptus Capital Advisors, LLC	0.02%	Reduce -4.5%	10,063	$2.1M
MidFirst Bank	0.18%	Reduce -6.5%	10,056	$2.1M
Transamerica Financial Advisors, LLC	0.18%	Reduce -1.1%	10,051	$2.1M
Coldstream Capital Management Inc.	0.03%	Reduce -20.3%	9,965	$2.1M
COFG Advisors, LLC	0.52%	Reduce -0.5%	9,930	$2.1M
Creative Financial Designs Inc.	0.13%	Add +10.1%	9,928	$2.1M
Retirement Income Solutions, Inc.	0.36%	No change	9,879	$2.1M
Tsfg, LLC	0.31%	Add +0.6%	9,829	$2.1M
OMNI 360 Wealth, Inc.	1.07%	Add +28.0%	9,827	$2.1M
Leslie Global Wealth, LLC	1.09%	New	9,826	$2.1M
Sterling Investment Counsel, LLC	0.58%	Reduce -6.4%	9,811	$2.1M
Mill Creek Capital Advisors, LLC	0.04%	Reduce -19.9%	9,805	$2.1M
Wealthcare Advisory Partners LLC	0.04%	Reduce -10.1%	9,768	$2.1M
DAVENPORT & Co LLC	0.01%	Reduce -0.8%	9,755	$2.1M
Beacon Financial Advisory LLC	0.47%	Add +20.3%	9,753	$2.1M
High Point Wealth Management, LLC	2.02%	Reduce -1.4%	9,715	$2.1M
Castle Wealth Management LLC	0.66%	Add +0.0%	9,708	$2.0M
Beacon Advisors Holdings, LLC	1.08%	Reduce -0.3%	9,597	$2.0M
MA Private Wealth	0.34%	Add +27.1%	9,569	$2.0M
Glenview Trust Co	0.03%	Add +19.2%	9,516	$2.0M
Essex Financial Services, Inc.	0.11%	Add +0.2%	9,502	$2.0M
HBK Sorce Advisory LLC	0.04%	Add +3.8%	8,925	$2.0M
Hirtle & Co., LLC	0.08%	Reduce -0.4%	9,468	$2.0M
Nottingham Advisors, Inc.	0.26%	Reduce -2.7%	9,431	$2.0M
Bernardo Wealth Planning LLC	0.39%	Reduce -1.0%	9,403	$2.0M
International Assets Investment Management, LLC	0.14%	Reduce -2.6%	9,297	$2.0M
Patriot Investment Management Group, Inc.	0.12%	No change	9,237	$2.0M
Kingsview Wealth Management, LLC	0.03%	Add +21.5%	9,225	$1.9M
Neumann Capital Management, LLC	0.57%	Reduce -3.0%	9,209	$1.9M
Financial Solutions Advisory Group, Inc.	0.27%	—	9,200	$1.9M
Kohmann Bosshard Financial Services, LLC	0.19%	Reduce -1.1%	9,199	$1.9M
Crusonia Wealth Advisors LLC	0.40%	Add +0.0%	9,144	$1.9M
Mission Wealth Management, LP	0.04%	Reduce -3.4%	9,139	$1.9M
Koshinski Asset Management, Inc.	0.12%	Add +0.8%	9,134	$1.9M
FWG Investments, LLC.	1.22%	Add +18.6%	9,101	$1.9M
Gotham Asset Management	0.01%	Add +35.0%	9,091	$1.9M
Richmond Investment Services, LLC	0.31%	Add +5.1%	9,090	$1.9M
Private Wealth Asset Management, LLC	0.21%	No change	9,085	$1.9M
NorthLanding Financial Partners, LLC	1.54%	Reduce -3.3%	9,073	$1.9M
Tobias Financial Advisors, Inc.	0.27%	Reduce -37.9%	9,058	$1.9M
Laffer Tengler Investments, Inc.	0.33%	No change	9,049	$1.9M
Sachetta, LLC	1.02%	Add +0.1%	8,943	$1.9M
Brown Brothers Harriman & Co.	0.01%	Reduce -19.3%	8,939	$1.9M
Bank of Nova Scotia	0.00%	Add +17.4%	8,873	$1.9M
WBH Advisory Inc.	0.14%	Reduce -5.0%	8,856	$1.9M
Alterna Wealth Management, Inc.	1.42%	Add +15.1%	8,864	$1.9M
Procyon Advisors, LLC	0.09%	Add +1.4%	8,856	$1.9M
Finley Financial, LLC	0.87%	No change	8,835	$1.9M
Empirical Asset Management, LLC	0.49%	Reduce -0.5%	8,829	$1.9M
CRA Financial Services, LLC	0.24%	Add +4.2%	8,790	$1.9M
Taylor Financial Group, Inc.	1.12%	Add +0.5%	8,782	$1.9M
Maripau Wealth Management LLC	0.81%	Reduce -11.0%	8,768	$1.9M
Integrated Wealth Management	2.12%	Reduce -7.1%	8,757	$1.8M
Flagship Wealth Advisors, LLC	0.79%	Reduce -24.4%	9,433	$1.8M
Simon Quick Advisors, LLC	0.08%	Add +0.0%	8,726	$1.8M
Sound Income Strategies, LLC	0.09%	Add +15.2%	8,597	$1.8M
Forum Financial Management, LP	0.03%	Reduce -2.5%	8,610	$1.8M
Hutchens & Kramer Investment Management Group, LLC	0.57%	Reduce -2.4%	8,520	$1.8M
Catalina Capital Group, LLC	1.10%	Reduce -0.5%	8,508	$1.8M
BigSur Wealth Management LLC	0.50%	No change	8,500	$1.8M
Tiemann Investment Advisors, LLC	0.70%	Reduce -0.4%	8,484	$1.8M
Avantax Planning Partners, Inc.	0.05%	Add +7.4%	8,452	$1.8M
Glenmede Trust Co. NA	0.01%	Add +2.8%	8,450	$1.8M
Whittier Trust Co. of Nevada Inc.	0.04%	No change	8,373	$1.8M
Discipline Wealth Solutions, LLC	0.19%	Add +3.4%	8,412	$1.8M
Mullaney, Keating & Wright, Inc.	0.95%	Reduce -4.4%	8,284	$1.7M
AdvisorNet Financial, Inc	0.09%	Reduce -2.3%	8,279	$1.7M
StoneX Group Inc.	0.09%	Reduce -77.4%	8,246	$1.7M
GeoWealth Management, LLC	0.06%	Reduce -5.4%	8,233	$1.7M
Plum Street Advisors, LLC	0.60%	Reduce -0.1%	8,187	$1.7M
Braeburn Wealth Management LLC	0.99%	Reduce -1.2%	8,177	$1.7M
Trilogy Capital Inc.	0.08%	Add +1.7%	8,160	$1.7M
Stonebridge Financial Planning Group, LLC	0.63%	Reduce -0.8%	8,124	$1.7M
Infinity Wealth Counsel, LLC	1.57%	No change	8,109	$1.7M
Rathbones Group PLC	0.01%	Add +11.3%	8,089	$1.7M
Hopwood Financial Services, Inc.	1.15%	No change	8,063	$1.7M
Forum Private Client Group LLC	0.57%	Add +12.0%	8,034	$1.7M
White Pine Capital LLC	0.46%	Add +0.3%	8,023	$1.7M
Hilltop Holdings Inc.	0.15%	Reduce -24.9%	7,951	$1.7M
Perennial Investment Advisors, LLC	0.13%	Reduce -0.3%	7,930	$1.7M
PFG Investments, LLC	0.08%	Add +5.5%	7,924	$1.7M
Rialto Wealth Management, LLC	0.37%	Reduce -0.5%	7,890	$1.7M
Eldridge Investment Advisors, Inc.	0.36%	No change	7,885	$1.7M
Burkett Financial Services, LLC	0.57%	Reduce -3.4%	7,884	$1.7M
Wedbush Securities Inc.	0.05%	Add +1.3%	7,881	$1.7M
Joel Isaacson & Co., LLC	0.06%	Add +54.2%	7,854	$1.7M
Pinnacle Associates Ltd.	0.02%	Reduce -5.7%	7,761	$1.6M
Durante & Waters, LLC	1.18%	Reduce -7.5%	7,719	$1.6M
Greenwood Gearhart LLC	0.09%	Add +20.4%	7,706	$1.6M
HTG Investment Advisors, Inc.	0.46%	New	7,705	$1.6M
Elm Partners Management LLC	0.07%	Add +0.3%	7,811	$1.6M
Bailard, Inc.	0.04%	Reduce -9.0%	7,676	$1.6M
Klaas Financial Asset Advisors, LLC	0.22%	Reduce -0.1%	7,665	$1.6M
NorthCrest Asset Manangement, LLC	0.05%	New	7,609	$1.6M
Cary Street Partners Investment Advisory LLC	0.41%	Reduce -5.9%	7,620	$1.6M
Turtle Creek Wealth Advisors, LLC	0.12%	Reduce -2.4%	7,614	$1.6M
Apex Wealth Management, LLC	1.10%	Add +0.1%	7,599	$1.6M
Traub Capital Management LLC	1.59%	No change	7,590	$1.6M
Northland Securities, Inc.	1.51%	Add +13.1%	7,524	$1.6M
Oxford Financial Group, LTD. LLC	0.09%	Reduce -56.9%	7,518	$1.6M
Amara Financial, Llc.	1.09%	Add +0.4%	7,508	$1.6M
Professional Financial Advisors, LLC	0.32%	Add +22.6%	7,495	$1.6M
Stephens Inc.	0.02%	Add +0.3%	7,413	$1.6M
Silver Grove Financial Group, Inc.	1.25%	Reduce -2.3%	7,389	$1.6M
Semus Wealth Partners LLC	0.87%	Reduce -5.8%	7,388	$1.6M
Awm Capital, LLC	0.14%	Reduce -1.4%	7,361	$1.6M
Ascentis Independent Advisors	0.12%	Add +111.5%	7,350	$1.6M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH	0.36%	Add +22.6%	7,347	$1.6M
Lowe Brockenbrough & Co. Inc.	0.08%	No change	7,300	$1.5M
Jaffetilchin Investment Partners, LLC	0.09%	Reduce -0.7%	7,275	$1.5M
Salem Investment Counselors Inc.	0.04%	No change	7,270	$1.5M
Private Trust Co. NA	0.14%	Reduce -3.3%	7,258	$1.5M
Diversified Portfolios, Inc.	0.13%	No change	7,225	$1.5M
Investor's Fiduciary Advisor Network, LLC	0.47%	Reduce -50.8%	7,208	$1.5M
EverSource Wealth Advisors, LLC	0.05%	Add +9.1%	7,169	$1.5M
Private Wealth Management Group, LLC	0.40%	No change	7,164	$1.5M
Farmers & Merchants Investments Inc.	0.04%	Reduce -1.0%	7,119	$1.5M
Allstreet Capital Advisors LLC	1.11%	Reduce -12.8%	7,102	$1.5M
Resurgent Financial Advisors LLC	0.55%	Reduce -12.8%	7,092	$1.5M
Whitcomb & Hess, Inc.	0.35%	Add +11.1%	7,074	$1.5M
Aspire Private Capital, LLC	0.34%	Reduce -11.3%	7,066	$1.5M
Strategies Wealth Advisors, LLC	0.15%	Reduce -6.4%	7,041	$1.5M
Catalyst Private Wealth, LLC	0.80%	Reduce -0.6%	7,030	$1.5M
JT Stratford LLC	0.19%	Reduce -9.7%	7,023	$1.5M
Kovack Advisors, Inc.	0.08%	Reduce -4.4%	7,010	$1.5M
South Plains Financial, Inc.	0.86%	No change	7,016	$1.5M
Vision Retirement, LLC	0.42%	Reduce -4.2%	7,007	$1.5M
Steelhead Wealth Management LLC	0.75%	—	6,997	$1.5M
Fiduciary Alliance LLC	0.09%	Add +11.9%	6,767	$1.5M
Krilogy Financial LLC	0.05%	Add +12.3%	6,743	$1.5M
Moisand Fitzgerald Tamayo, LLC	0.16%	Reduce -4.6%	6,980	$1.5M
TrinityBridge Ltd	0.04%	No change	6,958	$1.5M
MJT & Associates Financial Advisory Group, Inc.	1.07%	No change	6,931	$1.5M
Pitcairn Wealth Advisors LLC	0.13%	Reduce -9.0%	6,850	$1.5M
Avantra Family Wealth, Inc.	1.08%	Reduce -3.6%	6,855	$1.4M
Lee Financial Co	0.20%	Reduce -11.0%	6,851	$1.4M
Trust Co. of Toledo NA	0.14%	Reduce -0.7%	6,836	$1.4M
Mattern Wealth Management LLC	0.28%	Reduce -0.7%	6,788	$1.4M
Idaho Trust Co	0.46%	Reduce -0.2%	6,770	$1.4M
Talisman Wealth Advisors LLC	1.15%	Add +34.5%	6,734	$1.4M
Lakeridge Wealth Management LLC	0.61%	Add +2.5%	6,699	$1.4M
Cahaba Wealth Management, Inc.	0.10%	Reduce -7.1%	6,667	$1.4M
Blue Zone Wealth Advisors, LLC	0.29%	Add +31.3%	6,667	$1.4M
Fonville Wealth Management LLC	0.27%	Reduce -1.9%	6,622	$1.4M
King Wealth Management Group	0.17%	No change	6,550	$1.4M
Laurel Wealth Advisors LLC	0.14%	Reduce -0.2%	6,157	$1.4M
Allianz Asset Management GmbH	0.00%	New	6,500	$1.4M
Legacy Advisors, LLC	0.16%	No change	6,482	$1.4M
WESPAC Advisors, LLC	0.75%	Reduce -27.6%	6,459	$1.4M
Mason & Associates, LLC	0.31%	Reduce -2.5%	6,451	$1.4M
LTG Capital LLC	1.04%	Reduce -1.5%	6,445	$1.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.16%	Reduce -72.6%	6,367	$1.3M
BBR Partners, LLC	0.07%	No change	6,352	$1.3M
Argent Trust Co	0.05%	Add +12.6%	6,346	$1.3M
TrueWealth Advisors, LLC	0.34%	Reduce -3.2%	6,331	$1.3M
Seeds Investor LLC	0.18%	Add +352.1%	6,122	$1.3M
Hilltop National Bank	0.32%	Reduce -9.9%	6,307	$1.3M
TCTC Holdings, LLC	0.04%	Add +3.5%	6,293	$1.3M
Breachway Investments LLC	1.26%	Add +26.8%	6,976	$1.3M
Florin Court Capital LLP	4.94%	Reduce -73.8%	6,200	$1.3M
Azimuth Capital Investment Management LLC	0.05%	Add +17.1%	6,190	$1.3M
DBK Financial Counsel, LLC	0.98%	Reduce -1.9%	6,154	$1.3M
Journey Strategic Wealth LLC	0.03%	Reduce -6.1%	6,149	$1.3M
LexAurum Advisors, LLC	0.17%	—	6,143	$1.3M
Midland Wealth Advisors, LLC	0.07%	Reduce -1.9%	6,142	$1.3M
Crescent Grove Advisors, LLC	0.13%	Reduce -1.8%	6,140	$1.3M
World Equity Group, Inc.	0.33%	Reduce -9.9%	6,123	$1.3M
Johnson Investment Counsel Inc.	0.01%	Add +0.0%	6,104	$1.3M
Gilliland Jeter Wealth Management LLC	0.38%	Add +15.0%	6,056	$1.3M
First Horizon Corp.	0.05%	Reduce -0.1%	6,028	$1.3M
Wealth Effects LLC	0.45%	No change	6,012	$1.3M
Vanguard Personalized Indexing Management, LLC	0.01%	Add +6.2%	6,002	$1.3M
Cadinha & Co. LLC	0.24%	Reduce -2.5%	5,990	$1.3M
Wealthgarden F.S. LLC	0.86%	Add +0.9%	5,988	$1.3M
Montecito Bank & Trust	0.21%	Reduce -1.0%	5,974	$1.3M
Corundum Group, Inc.	0.42%	Reduce -5.5%	5,970	$1.3M
Pinion Investment Advisors, LLC	0.29%	New	5,935	$1.3M
MN Wealth Advisors, LLC	0.61%	Add +2.2%	5,903	$1.2M
Windward Private Wealth Management Inc.	0.43%	No change	5,900	$1.2M
Tarbox Family Office, Inc.	0.20%	No change	5,799	$1.2M
Lifeworks Advisors, LLC	0.16%	Reduce -7.5%	5,798	$1.2M
Personal Cfo Solutions, LLC	0.17%	New	5,796	$1.2M
Boston Family Office LLC	0.08%	No change	5,743	$1.2M
HighMark Wealth Management LLC	0.49%	Add +0.1%	5,742	$1.2M
Legacy Wealth Partners, LLC	0.30%	Reduce -9.4%	5,740	$1.2M
Newport Capital Group, LLC	0.74%	Add +1.6%	5,728	$1.2M
Sendero Wealth Management, LLC	0.13%	Reduce -5.8%	5,689	$1.2M
Barnes Dennig Private Wealth Management LLC	1.18%	Reduce -6.5%	5,662	$1.2M
Hohimer Wealth Management, LLC	0.15%	Reduce -30.6%	5,656	$1.2M
Xcelsior Advisor Partners LLC	0.46%	Add +3.1%	5,655	$1.2M
Rothschild Investment LLC	0.06%	Reduce -10.8%	5,649	$1.2M
Latitude Advisors, LLC	0.55%	Add +49.0%	5,636	$1.2M
Wedmont Private Capital	0.04%	No change	5,462	$1.2M
First National Bank of Omaha	0.04%	Reduce -4.8%	5,677	$1.2M
Blake Schutter Theil Wealth Advisors, LLC	0.96%	No change	5,581	$1.2M
Summit Trail Advisors, LLC	0.02%	Add +41.8%	5,476	$1.2M
Lodestar Private Asset Management LLC	0.11%	Reduce -0.8%	5,456	$1.2M
Fairscale Capital, LLC	0.79%	Reduce -16.0%	5,442	$1.1M
Blue Capital, Inc.	0.75%	Add +4.4%	5,441	$1.1M
SOA Wealth Advisors, LLC.	0.22%	Reduce -4.9%	5,436	$1.1M
Venture Visionary Partners LLC	0.04%	Reduce -5.8%	5,413	$1.1M
Conning Inc.	0.04%	Reduce -13.4%	5,390	$1.1M
Patton Albertson Miller Group, LLC	0.13%	No change	5,380	$1.1M
Canandaigua National Corp.	0.10%	—	5,372	$1.1M
Towerpoint Wealth, LLC	0.46%	Reduce -0.1%	5,368	$1.1M
Partners Capital Investment Group, LLP	0.04%	Add +0.4%	5,352	$1.1M
Cooper Financial Group	0.11%	Add +24.4%	5,342	$1.1M
Quadrant Capital Group LLC	0.03%	Reduce -0.5%	5,320	$1.1M
Continuum Advisory, LLC	0.11%	Reduce -2.4%	5,317	$1.1M
VestGen Investment Management	0.62%	Reduce -15.6%	5,316	$1.1M
Michels Family Financial, LLC	0.81%	Reduce -0.1%	5,316	$1.1M
Monograph Wealth Advisors, LLC	0.11%	No change	5,315	$1.1M
Chapin Davis, Inc.	0.25%	Reduce -5.0%	5,298	$1.1M
Canopy Partners, LLC	0.38%	No change	5,296	$1.1M
Strategic Family Wealth Counselors, L.L.C.	0.29%	Add +0.6%	5,274	$1.1M
Zhang Financial LLC	0.04%	Add +0.1%	5,254	$1.1M
Chevy Chase Trust Holdings, LLC	0.00%	Reduce -4.2%	5,246	$1.1M
Waldron Private Wealth LLC	0.04%	Add +4.8%	5,244	$1.1M
Beacon Financial Group	0.11%	Reduce -5.6%	5,235	$1.1M
Evensky & Katz LLC	0.06%	Reduce -0.1%	5,229	$1.1M
NewEdge Wealth, LLC	0.01%	Add +2.5%	5,226	$1.1M
AMG National Trust Bank	0.02%	Reduce -0.1%	5,212	$1.1M
MidAtlantic Capital Management, Inc.	0.76%	No change	5,209	$1.1M
PACK Private Wealth, LLC	0.50%	Reduce -1.0%	5,205	$1.1M
Bearing Point Capital, LLC	0.17%	No change	5,197	$1.1M
New England Private Wealth Advisors LLC	0.13%	Add +0.1%	5,186	$1.1M
Certified Advisory Corp	0.10%	Reduce -4.7%	5,186	$1.1M
JSF Financial, LLC	0.21%	Reduce -11.5%	5,176	$1.1M
Decker Wealth Management LLC	0.25%	No change	5,168	$1.1M
BDFS Capital LLC	0.52%	Add +3.4%	5,160	$1.1M
Asempa Wealth Advisors	0.94%	Add +3.1%	5,120	$1.1M
Parkway Wealth Management Group, LLC	0.14%	Add +6.0%	4,985	$1.1M
Curi Capital, LLC	0.02%	Add +10.6%	5,100	$1.1M
IPG Investment Advisors LLC	0.18%	Add +32.5%	5,094	$1.1M
Pennsylvania Capital Management Inc.	0.31%	No change	5,037	$1.1M
Silvercrest Asset Management Group LLC	0.01%	Reduce -5.6%	5,026	$1.1M
Milestone Asset Management Group, LLC	0.62%	Reduce -0.9%	5,005	$1.1M
Birnam Oak Advisors, LP	0.29%	Reduce -50.0%	5,000	$1.1M
Noble Family Wealth, LLC	0.22%	No change	5,000	$1.1M
Marino, Stram & Associates LLC	0.19%	Reduce -0.4%	4,997	$1.1M
BIP Wealth, LLC	0.04%	Reduce -36.1%	4,997	$1.1M
Madson Wealth Advisors Inc	0.86%	—	4,916	$1.0M
Pallas Capital Advisors LLC	0.04%	Reduce -30.1%	4,907	$1.0M
HUB Investment Partners, LLC	0.03%	Add +21.6%	4,888	$1.0M
RCS Financial Planning, LLC	0.53%	Reduce -80.3%	4,854	$1.0M
Benjamin Edwards Inc.	0.01%	Add +6.7%	4,819	$1.0M
Evanson Asset Management, LLC	0.05%	Reduce -0.3%	4,804	$1.0M
Arcadia Wealth Management, LLC	0.37%	Add +29.0%	4,795	$1.0M
GatePass Capital, LLC	0.50%	Reduce -17.2%	4,789	$1.0M
Park Place Capital Corp	0.20%	Reduce -49.0%	4,777	$1.0M
Atlatl Advisers LLC	0.75%	Reduce -52.2%	4,772	$1.0M
Provenance Wealth Advisors, LLC	0.11%	No change	4,727	$998K
Oxinas Partners, LLC	0.46%	Add +22.4%	4,720	$997K
Iams Wealth Management, LLC	0.35%	Add +0.7%	4,709	$994K
Cary Street Partners Financial LLC	0.02%	Reduce -1.8%	4,675	$987K
J. Safra Sarasin Holding AG	0.02%	No change	4,753	$987K
Guardian Financial Partners, LLC	0.42%	Add +0.3%	4,662	$984K
Stratos Wealth Advisors, LLC	0.06%	Reduce -8.8%	4,660	$984K
Tidemark, LLC	0.25%	Reduce -2.5%	4,641	$980K
Bison Wealth, LLC	0.10%	Reduce -17.4%	4,354	$978K
Eagle Strategies LLC	0.12%	Add +12.0%	4,629	$977K
N.E.W. Advisory Services LLC	0.07%	Add +4.2%	4,623	$976K
Tactive Advisors, LLC	0.27%	Add +1.6%	4,616	$975K
Moors & Cabot, Inc.	0.04%	Add +16.4%	4,614	$974K
Cibc World Market Inc.	0.00%	Add +10.1%	4,604	$972K
Kennedy Investment Group, Inc.	0.38%	Reduce -11.9%	4,602	$972K
Gallagher Fiduciary Advisors, LLC	0.04%	Reduce -8.3%	4,594	$970K
FSM Wealth Advisors, LLC	0.12%	Add +0.1%	4,589	$969K
Magnolia Capital Management Ltd.	0.65%	Add +37.1%	4,585	$968K
Fidelis Capital Partners, LLC	0.07%	No change	4,584	$968K
Milestone Asset Management, LLC	0.18%	New	4,582	$968K
Berman McAleer LLC	0.13%	No change	4,582	$967K
Integrated Investment Consultants, LLC	0.20%	Reduce -1.9%	4,573	$966K
Kingswood Wealth Advisors, LLC	0.05%	Reduce -8.6%	4,569	$965K
Matrix Private Capital Group LLC	0.46%	No change	4,539	$958K
Atlantic Edge Private Wealth Management, LLC	0.24%	No change	4,538	$958K
Neuberger Berman Group LLC	0.00%	Reduce -5.3%	4,527	$956K
Moss Adams Wealth Advisors LLC	0.07%	No change	4,525	$955K
Versant Capital Management, Inc	0.09%	Add +152.2%	4,477	$945K
McGlone Suttner Wealth Management, Inc.	0.13%	No change	4,472	$944K
MKT Advisors LLC	0.32%	No change	4,450	$944K
SageView Advisory Group, LLC	0.03%	Reduce -21.1%	4,435	$936K
Aspiriant, LLC	0.03%	Add +2.4%	4,432	$936K
Cape Investment Advisory, Inc.	0.31%	Add +1.0%	4,410	$931K
Ballentine Partners, LLC	0.01%	Reduce -0.4%	4,405	$930K
MBA Advisors LLC	0.36%	Reduce -0.3%	4,385	$926K
SouthState Bank Corp	0.04%	Add +2.8%	4,374	$924K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.02%	Add +10.4%	4,371	$923K
S&co Inc.	0.06%	No change	4,350	$918K
Quattro Financial Advisors LLC	0.28%	Add +28.7%	4,327	$914K
Flagship Private Wealth, LLC	0.37%	Add +1.8%	4,327	$914K
LongView Wealth Management	0.23%	Reduce -0.5%	4,177	$909K
Insigneo Advisory Services, LLC	0.06%	Add +4.6%	4,291	$906K
ASL Financial, LLC	0.72%	Add +35.2%	4,289	$906K
Connecticut Wealth Management, LLC	0.04%	Reduce -5.1%	4,284	$905K
Glassman Wealth Services	0.12%	No change	4,274	$902K
Spectrum Planning & Advisory Services Inc.	0.45%	Reduce -4.2%	4,271	$902K
Summit Asset Management, LLC	0.13%	Reduce -0.5%	4,268	$901K
Inspirion Wealth Advisors, LLC	0.11%	No change	4,256	$899K
Kiley Juergens Wealth Management, LLC	0.16%	New	4,252	$898K
CENTRAL TRUST Co	0.02%	Add +0.1%	4,212	$889K
Americana Partners, LLC	0.02%	Add +1.8%	4,193	$885K
First Command Advisory Services, Inc.	0.01%	No change	4,182	$883K
Renasant Bank	0.62%	Reduce -51.6%	4,134	$873K
Founders Financial Securities LLC	0.05%	Reduce -9.1%	4,012	$871K
Oregon Pacific Wealth Management, LLC	0.91%	Add +1.0%	4,119	$870K
Murphy, Middleton, Hinkle & Parker, Inc.	0.40%	New	4,118	$869K
Central Pacific Bank - Trust Division	0.12%	Add +4.1%	4,114	$869K
Mayport, LLC	0.16%	New	4,110	$868K
Capital Planning Advisors, LLC	0.13%	Add +4.4%	4,100	$866K
Eastern Bank	0.01%	Reduce -1.4%	4,089	$863K
Fulcrum Equity Management	0.84%	Reduce -14.2%	4,075	$860K
Capital Advisors Inc.	0.01%	Reduce -1.9%	4,070	$859K
Clientfirst Wealth Management, LLC	0.72%	No change	4,066	$859K
Carl P. Sherr & Co., LLC	0.40%	No change	4,018	$848K
Integras Partners LLC	0.56%	New	4,013	$847K
Key Capital Management, INC	0.56%	Add +139.9%	4,012	$847K
Russell Investments Group, Ltd.	0.00%	Add +37.0%	3,966	$838K
Pacific Point Advisors, LLC	0.44%	No change	3,964	$837K
SMART Wealth LLC	0.24%	Add +101.8%	3,959	$836K
Embree Financial Group	0.10%	Add +0.2%	3,904	$824K
Aegis Wealth Management, Inc.	0.64%	Reduce -15.9%	3,877	$819K
Milestones Private Investment Advisors LLC	0.72%	Reduce -3.0%	3,875	$818K
Dimension Capital Management LLC	0.11%	No change	3,873	$818K
HighPoint Advisor Group LLC	0.03%	Reduce -3.9%	3,856	$814K
Blankinship & Foster, LLC	0.18%	No change	3,824	$807K
Owl Creek Wealth Partners LLC	0.29%	—	3,812	$805K
Advisors Capital Management, LLC	0.01%	Reduce -24.0%	3,793	$801K
JMG Financial Group, Ltd.	0.02%	No change	3,783	$799K
Catalyst Financial Partners LLC	0.09%	Reduce -3.0%	3,779	$798K
Activest Wealth Management	0.14%	No change	3,769	$796K
Lee, Kelleher & Klein Wealth Management	0.47%	Add +2.9%	3,754	$793K
Henrickson Nauta Wealth Advisors, Inc.	0.22%	Reduce -50.4%	3,748	$791K
Birch Hill Investment Advisors LLC	0.04%	Add +0.7%	3,748	$791K
Watershed Private Wealth LLC	0.25%	Reduce -3.9%	3,744	$790K
Wick Capital Partners, LLC	0.14%	Reduce -2.4%	3,728	$787K
Aprio Wealth Management, LLC	0.04%	Add +3.6%	3,720	$786K
NBT Bank, N.A.	0.05%	Reduce -3.6%	3,720	$785K
Facet Wealth, Inc.	0.01%	Reduce -17.1%	3,719	$785K
Triton Financial Group Inc	1.36%	Add +100.5%	3,698	$783K
Signaturefd, LLC	0.01%	Add +21.3%	3,687	$779K
BAM Wealth Management, LLC	0.58%	Add +4.0%	3,686	$778K
Fiduciary Trust Co	0.01%	Reduce -12.8%	3,657	$772K
Fortress Financial Group, LLC	0.57%	No change	3,646	$770K
Arsenal Capital Advisors LLC	0.56%	No change	3,646	$770K
Clarity Capital Advisors, LLC	0.36%	No change	3,639	$768K
CVA Family Office, LLC	0.08%	No change	3,627	$766K
Quantum Portfolio Management LLC	0.33%	Add +2.5%	3,626	$766K
Lockerman Financial Group, Inc.	1.37%	Add +19.9%	3,613	$763K
FLP Wealth Management, LLC	1.57%	Add +18.2%	3,608	$762K
Strategic Equity Management	0.29%	Add +13.8%	3,607	$762K
Geometric Wealth Advisors	0.09%	Add +0.6%	3,587	$757K
Cornell Pochily Investment Advisors, Inc.	0.22%	Add +18.5%	3,582	$756K
NorthCoast Asset Management LLC	0.02%	Add +5.8%	3,576	$755K
Quartz Partners, LLC	0.29%	Add +42.7%	3,574	$755K
Anderson Hoagland & Co.	0.06%	No change	3,565	$753K
Veracity Capital LLC	0.27%	Reduce -9.1%	3,552	$750K
Atlantic Union Bankshares Corp	0.01%	Reduce -1.4%	3,545	$748K
Vident Advisory, LLC	0.01%	Add +57.0%	3,540	$748K
Client 1ST Advisory Group, LLC	0.23%	Add +154.4%	3,539	$747K
Indivisible Partners	0.07%	No change	3,537	$747K
Exit Wealth Advisors, LLC.	0.38%	Add +61.2%	3,536	$747K
QRG Capital Management, Inc.	0.01%	Reduce -17.9%	3,535	$746K
Novak & Powell Financial Services, Inc.	0.40%	Reduce -6.5%	3,531	$746K
American Trust	0.07%	Add +3.8%	3,511	$741K
Middleton & Co. Inc.	0.08%	Add +2.9%	3,500	$739K
Perennial Advisors, LLC	0.13%	Add +256.0%	3,485	$736K
Riverbend Wealth Management, LLC	0.46%	Add +1.2%	3,468	$732K
Camden National Bank	0.10%	Reduce -2.8%	3,467	$732K
Millington Financial Advisors, LLC	0.31%	Add +0.1%	3,326	$732K
KRM Wealth Management L.L.C.	0.38%	Reduce -0.9%	3,448	$728K
VERITY Wealth Advisors	0.49%	Reduce -0.1%	3,448	$728K
Jackson, Grant Investment Advisers, Inc.	0.24%	Add +0.4%	3,442	$727K
Tempo Wealth, LLC	0.13%	Add +11.1%	3,441	$727K
Norden Group LLC	0.07%	No change	3,435	$725K
Plan Group Financial, LLC	0.17%	Add +117.3%	3,424	$723K
Kelman-Lazarov, Inc.	0.10%	No change	3,419	$722K
Vanguard National Trust Co	0.05%	—	3,407	$719K
Helium Advisors LLC	0.69%	Reduce -2.2%	3,404	$719K
Members Wealth LLC	0.43%	Add +0.9%	3,254	$716K
Pine Valley Investments Ltd Liability Co	0.03%	Add +3.0%	3,381	$714K
Ballast Rock Private Wealth LLC	0.39%	Add +0.1%	3,380	$714K
C2C Wealth Management, LLC	0.60%	No change	3,376	$713K
Dynamic Advisor Solutions LLC	0.02%	Add +0.6%	3,363	$710K
EPG Wealth Management LLC	0.19%	Add +0.4%	3,354	$708K
1ST Source Bank	0.04%	Add +18.3%	3,353	$708K
Key Financial Inc	0.13%	No change	3,344	$706K
Strategy Asset Managers LLC	0.12%	Add +26.6%	3,338	$705K
Donaldson Capital Management, LLC	0.02%	Reduce -17.8%	3,335	$704K
Integrity Wealth Solutions LLC	0.28%	Add +1.3%	3,327	$702K
Freestone Capital Holdings, LLC	0.02%	No change	3,316	$700K
Gallacher Capital Management LLC	0.27%	Reduce -17.9%	3,312	$699K
Plante Moran Financial Advisors, LLC	0.05%	No change	3,304	$698K
Capstone Wealth Management Group, LLC	0.29%	Add +0.0%	3,291	$695K
Deutsche Bank AG	0.00%	Reduce -23.3%	3,290	$695K
Chilton Investment Co. Inc.	0.02%	Add +3.6%	3,278	$692K
New Republic Capital, LLC	0.23%	Reduce -8.1%	3,273	$691K
Pinnacle Financial Group, LLC / IL	0.19%	No change	3,261	$689K
Shulman DeMeo Asset Management LLC	0.15%	Add +0.1%	3,251	$686K
Financial Partners Group, Inc	0.08%	Add +0.2%	3,251	$686K
Qube Research & Technologies Ltd	0.00%	Reduce -54.6%	3,247	$686K
Advisor OS, LLC	0.05%	New	3,242	$684K
Apollon Financial, LLC	0.09%	Reduce -0.4%	3,236	$683K
Opal Wealth Advisors, LLC	0.15%	Reduce -43.2%	3,231	$682K
Evergreen Private Wealth LLC	0.28%	Add +1.8%	3,224	$681K
Linscomb Wealth, Inc.	0.03%	Reduce -1.2%	3,222	$680K
Quadcap Wealth Management, LLC	0.08%	Add +1.2%	3,209	$678K
Arq Wealth Advisors, LLC	0.12%	No change	3,206	$677K
Essex Bank	0.15%	No change	3,191	$674K
Capital Squared Financial LLC	0.51%	Add +9.3%	3,188	$673K
Atlanta Consulting Group Advisors, LLC	0.14%	No change	3,167	$669K
Syntegra Private Wealth Group, LLC	0.06%	Add +4.8%	3,140	$663K
Legacy Edge Advisors, LLC	0.07%	Reduce -16.2%	3,126	$660K
SeaCrest Wealth Management, LLC	0.07%	Add +86.3%	3,124	$660K
Foundation Wealth Management, LLC\PA	0.23%	No change	3,114	$658K
Insight Advisors, LLC/ PA	0.12%	Reduce -69.4%	3,101	$655K
Fiscal Wisdom Wealth Management, LLC	0.63%	Add +18.5%	3,098	$654K
Camelot Technology Advisors, Inc.	0.48%	Reduce -0.7%	3,080	$650K
Edgemoor Investment Advisors, Inc.	0.05%	Reduce -3.6%	3,079	$650K
Royal Fund Management, LLC	0.06%	Add +1.2%	3,077	$650K
Valpey Financial Services, LLC	0.42%	Add +4.2%	3,062	$647K
Goelzer Investment Management, Inc.	0.03%	Add +95.2%	3,049	$644K
PUREfi Wealth, LLC	0.42%	Reduce -14.3%	3,043	$643K
Guardian Asset Advisors, LLC	0.37%	Add +0.4%	3,020	$638K
Meeder Advisory Services, Inc.	0.03%	Add +19.1%	3,016	$637K
Atlas Brown,Inc.	0.19%	Add +7.1%	3,004	$634K
Integrated Capital Management, LLC	0.27%	Add +0.4%	3,002	$634K
Index Technologies Group LLC	0.69%	Add +2.4%	2,981	$629K
Cardiff Park Advisors, LLC	0.05%	No change	2,973	$628K
Mosaic Advisors LLC	0.94%	New	2,844	$627K
Oxler Private Wealth LLC	0.20%	Add +0.3%	2,956	$624K
Disciplined Investments, LLC	0.22%	No change	2,955	$624K
Keystone Wealth Services, LLC	0.13%	Add +33.9%	2,938	$620K
Community Bank, N.A.	0.07%	Reduce -20.6%	2,934	$620K
Keel Point, LLC	0.04%	Add +1.4%	2,926	$618K
Town Capital LLC	0.50%	Reduce -76.5%	2,901	$613K
Balefire, LLC	0.11%	New	2,858	$603K
Fulton Breakefield Broenniman LLC	0.04%	Add +6.4%	2,850	$602K
WNY Asset Management, LLC	0.06%	—	2,844	$601K
GDS Wealth Management	0.04%	Add +4.0%	2,844	$601K
Harvest Investment Services, LLC	0.11%	Reduce -7.5%	2,834	$599K
Madison Wealth Partners, Inc	0.10%	Reduce -0.3%	2,829	$597K
Independent Wealth Network Inc.	0.18%	Reduce -9.9%	2,826	$597K
Klingman & Associates, LLC	0.03%	Add +38.4%	2,813	$594K
Stockman Wealth Management, Inc.	0.07%	No change	2,800	$591K
Compass Financial Group, Inc. (Ohio)	0.43%	Reduce -28.6%	2,781	$587K
Postrock Partners LLC	0.27%	No change	2,765	$584K
Pinnacle Wealth Planning Services, Inc.	0.06%	No change	2,763	$583K
Spinnaker Trust	0.03%	No change	2,757	$582K
Lynch & Associates	0.11%	No change	2,750	$581K
Vanguard Advisers Inc.	0.00%	—	2,727	$576K
Bellwether Advisors, LLC	0.10%	Reduce -1.4%	2,717	$574K
Spirepoint Private Client, LLC	0.05%	Reduce -7.3%	2,711	$572K
Crewe Advisors LLC	0.05%	Add +11.8%	2,704	$571K
Haverford Trust Co	0.01%	No change	2,691	$568K
Robinson Smith Wealth Advisors LLC	0.38%	No change	2,689	$568K
Claro Advisors Inc.	0.07%	Reduce -6.8%	2,676	$565K
71 West Capital Partners	0.02%	Add +14.5%	2,660	$562K
Morton Capital Management LLC	0.08%	Reduce -17.9%	2,649	$559K
CWS Financial Advisors, LLC	0.14%	Reduce -2.0%	2,649	$559K
TCV Trust & Wealth Management, Inc.	0.05%	No change	2,638	$557K
Prasad Wealth Partners, LLC	0.15%	Reduce -1.6%	2,635	$556K
KERR FINANCIAL PLANNING Corp	0.39%	Reduce -4.5%	2,508	$552K
MCF Advisors LLC	0.02%	Add +115.2%	2,615	$552K
CGN Advisors LLC	0.04%	No change	2,611	$551K
Welch & Forbes LLC	0.01%	No change	2,600	$549K
Investment Research & Advisory Group, Inc.	0.19%	Add +0.3%	2,588	$547K
Element Pointe Advisors, LLC	0.10%	Reduce -5.9%	2,578	$544K
Blue Bell Private Wealth Management, LLC	0.08%	No change	2,576	$544K
Capital Investment Advisors, LLC	0.01%	Reduce -0.8%	2,568	$542K
Elevation Wealth Management LLC	0.50%	Reduce -5.8%	2,561	$541K
Two Sigma Securities, LLC	0.06%	New	2,561	$541K
Coordinated Financial Services, Inc.	0.31%	Reduce -5.6%	2,550	$538K
Elevated Capital Advisors, LLC	0.13%	Reduce -3.5%	2,534	$535K
Empower Advisory Group, LLC	0.00%	Reduce -2.5%	2,532	$535K
Quent Capital, LLC	0.04%	Reduce -11.6%	2,526	$533K
Gradient Capital Advisors, LLC	0.14%	No change	2,523	$533K
Heritage Family Offices, LLP	0.24%	Add +20.0%	2,518	$532K
Stock Yards Bank & Trust Co.	0.02%	Reduce -5.7%	2,503	$529K
High Net Worth Advisory Group LLC	0.12%	No change	2,500	$528K
PSI Advisors, LLC	0.13%	Add +102.2%	2,495	$527K
Ballentine Capital Advisors, Inc	0.22%	No change	2,493	$526K
Alexander Randolph Advisory, Inc.	0.45%	No change	2,476	$523K
Moneywise, Inc.	0.23%	Add +26.2%	2,467	$521K
Benchmark Investment Advisors LLC	0.30%	—	2,467	$521K
Stage Harbor Financial, LLC	0.34%	No change	2,460	$519K
SkyOak Wealth, LLC	0.10%	No change	2,458	$519K
Aureum Wealth Management, LLC	0.36%	Add +6.5%	2,455	$518K
Verdence Capital Advisors LLC	0.03%	Add +3.9%	2,447	$517K
Confluence Wealth Services, Inc.	0.02%	No change	2,445	$516K
Impact Partnership Wealth, LLC	0.06%	Add +54.9%	2,442	$516K
Charles Schwab Investment Management Inc.	0.00%	Add +24.8%	2,439	$515K
4J Wealth Management LLC	0.29%	No change	2,439	$515K
Coastal Bridge Advisors, LLC	0.04%	Add +28.8%	2,425	$512K
Protective Life Corp.	1.70%	New	2,424	$512K
Wagner Wealth Management, Corp	0.46%	Add +4.7%	2,424	$512K
Tennessee Valley Asset Management Partners	0.07%	Add +116.3%	2,416	$510K
Brand Asset Management Group, Inc.	0.13%	Add +25.4%	2,415	$510K
Ritter Daniher Financial Advisory LLC / DE	0.09%	Reduce -0.5%	2,413	$510K
Potentia Wealth	0.20%	Add +5.9%	2,407	$508K
Foguth Wealth Management, LLC.	0.06%	Add +12.3%	2,229	$508K
Okabena Investment Services Inc.	0.10%	No change	2,400	$507K
Wealth Care LLC	0.45%	—	2,381	$503K
Altfest L J & Co. Inc.	0.05%	Add +0.2%	2,375	$501K
Curbstone Financial Management Corp	0.10%	No change	2,374	$501K
Lloyd Advisory Services, LLC.	0.14%	Reduce -54.0%	2,370	$500K
Kingdom Financial Group LLC.	0.14%	Add +8.6%	2,370	$500K
Sage Mountain Advisors LLC	0.03%	Reduce -0.5%	2,362	$499K
Washington Trust Bank	0.04%	Reduce -9.2%	2,352	$497K
First National Trust Co	0.02%	Reduce -0.6%	2,346	$495K
Retirement Planning Group, LLC	0.02%	Add +122.8%	2,337	$493K
Hara Capital LLC	0.25%	No change	2,335	$493K
VSM Wealth Advisory, LLC	0.15%	Add +0.1%	2,330	$492K
Flputnam Investment Management Co.	0.01%	Reduce -34.0%	2,328	$492K
Rainey & Randall Wealth Advisors Inc.	0.08%	Add +3.5%	2,321	$490K
Journey Advisory Group, LLC	0.04%	Reduce -0.5%	2,314	$489K
HCR Wealth Advisors	0.05%	Add +8.4%	2,311	$488K
First Western Trust Bank	0.02%	Add +4.6%	2,308	$487K
GEN Financial Management, INC.	0.30%	No change	2,294	$484K
Cabot Wealth Management Inc.	0.06%	Add +8.5%	2,292	$484K
Pinnacle Wealth Management Advisory Group, LLC	0.03%	Reduce -12.9%	2,285	$482K
Clayton Financial Group LLC	0.25%	Add +4.2%	2,282	$482K
TBH Global Asset Management, LLC	0.10%	New	2,282	$482K
Koesten, Hirschmann & Crabtree, INC.	0.23%	No change	2,255	$476K
Aurora Private Wealth, Inc.	0.34%	No change	2,250	$476K
AA Financial Advisors, LLC	0.07%	Add +13.7%	2,251	$475K
GC Wealth Management RIA, LLC	0.02%	New	2,245	$474K
Meramec Financial Planners, LLC	0.19%	Add +0.1%	2,141	$473K
Gerber Kawasaki Wealth & Investment Management	0.02%	Reduce -2.2%	2,240	$473K
Laurel Oak Wealth Management, LLC	0.08%	Add +44.0%	2,238	$473K
Reynders McVeigh Capital Management, LLC	0.02%	No change	2,233	$471K
Clarendon Private LLC	0.36%	Add +6.3%	2,230	$471K
Wealthfront Advisers LLC	0.00%	Add +17.4%	2,228	$470K
Stirlingshire Investments, Inc.	0.41%	Reduce -11.4%	2,227	$470K
Johnson Financial Group, Inc.	0.02%	Reduce -21.9%	2,225	$470K
GreatBanc Trust CO	0.33%	No change	2,225	$470K
Macroview Investment Management LLC	0.33%	Reduce -4.1%	2,219	$469K
Busey Bank	0.01%	No change	2,201	$465K
Angeles Wealth Management, LLC	0.03%	Add +7.3%	2,191	$463K
Visionary Wealth Advisors	0.02%	Reduce -4.1%	2,186	$462K
Colorado Capital Management, Inc.	0.17%	No change	2,177	$460K
BancFirst Trust & Investment Management	0.20%	Add +109.9%	2,204	$458K
LJI Wealth Management, LLC	0.07%	Reduce -10.2%	2,153	$455K
Genesis Financial Group, LLC	0.30%	Add +1.9%	2,150	$454K
Ferguson Wellman Capital Management, Inc.	0.01%	No change	2,149	$454K
Emergent Wealth Advisors, LLC	0.27%	Reduce -68.5%	2,145	$453K
Element Wealth, LLC	0.19%	Add +2.0%	2,141	$452K
Northwest Financial Advisors	0.87%	Add +4.4%	2,137	$451K
GM Advisory Group, LLC	0.02%	Reduce -32.5%	2,128	$449K
IFG Advisors, LLC	0.07%	Reduce -2.4%	2,125	$449K
Guyasuta Investment Advisors Inc.	0.03%	Add +6.5%	2,112	$446K
Kathmere Capital Management, LLC	0.03%	New	2,111	$446K
Sequent Planning LLC	0.11%	Add +29.0%	2,102	$444K
Analyst IMS Investment Management Services Ltd.	0.01%	No change	2,091	$442K
Conservest Capital Advisors, Inc.	0.04%	No change	2,080	$439K
Samalin Investment Counsel, LLC	0.16%	Reduce -3.8%	2,077	$439K
Stone Summit Wealth LLC	0.12%	Reduce -16.4%	2,076	$438K
National Bank of Canada	0.00%	Reduce -2.2%	2,071	$437K
Regatta Capital Group, LLC	0.07%	Add +0.2%	2,060	$435K
Armstrong, Fleming & Moore, Inc	0.18%	No change	2,047	$432K
Edgestream Partners, L.P.	0.01%	Reduce -22.0%	2,038	$430K
Annis Gardner Whiting Capital Advisors, LLC	0.07%	No change	2,034	$429K
Tulsa Wealth Advisors, INC	0.08%	New	2,032	$429K
Carnegie Investment Counsel	0.01%	Reduce -8.0%	2,026	$428K
Compass Capital Corp. /Ma/	0.15%	New	1,909	$428K
Ameritas Advisory Services, LLC	0.02%	Reduce -32.9%	2,025	$428K
Frontier Asset Management, LLC	0.09%	Add +0.3%	2,023	$427K
Shakespeare Wealth Management, LLC	0.10%	No change	2,018	$426K
Larson Financial Group LLC	0.01%	Add +1.9%	2,016	$426K
NTV Asset Management LLC	0.05%	Reduce -6.9%	2,015	$425K
Enzi Wealth	0.15%	Reduce -0.1%	2,003	$423K
KCM Investment Advisors LLC	0.01%	No change	2,000	$422K
HSBC Holdings PLC	0.00%	Reduce -49.4%	2,000	$422K
Fiducient Advisors LLC	0.06%	Reduce -5.9%	1,999	$422K
Ironwood Investment Counsel, LLC	0.06%	Reduce -2.4%	1,995	$421K
Veery Capital, LLC	0.13%	Add +7.2%	1,976	$417K
Legend Capital Advisors LLC	0.26%	No change	1,972	$416K
Salus Financial Advisors, LLC	0.24%	No change	1,965	$415K
Aviso Wealth Management	0.19%	Reduce -10.0%	1,964	$415K
Curtis Advisory Group, LLC	0.09%	No change	1,964	$415K
BLB&B Advisors, LLC	0.02%	Add +0.1%	1,963	$415K
Performance Wealth Partners, LLC	0.01%	Add +0.3%	1,958	$414K
Life Line Wealth Management LLC	0.18%	Add +44.9%	1,957	$413K
Bank Ozk	0.15%	Reduce -1.3%	1,952	$412K
Beverly Hills Private Wealth, LLC	0.07%	Reduce -12.7%	1,939	$409K
Novus Advisors, LLC	0.91%	Add +19.9%	1,937	$409K
Moneco Advisors, LLC	0.03%	Add +1.1%	1,934	$408K
TCP Asset Management, LLC	0.05%	Add +7.7%	1,934	$408K
Payne Capital Management, LLC	0.12%	No change	1,932	$408K
Fulton Bank, N.A.	0.01%	No change	1,931	$408K
Level Wealth Management LLC	0.19%	No change	1,930	$408K
Beacon Bridge Wealth Partners, LLC	0.14%	Add +1.5%	1,923	$406K
Global Financial Private Client, LLC	0.13%	Add +38.4%	1,923	$406K
Affiance Financial, LLC	0.07%	No change	1,917	$405K
Moody LYNN Lieberson & Walker, LLC	0.02%	Reduce -9.5%	1,912	$404K
Compass Financial Services Inc	0.17%	Add +1.3%	1,909	$403K
Old Peak Finance LLC	0.24%	No change	1,908	$403K
Kintra Wealth, LLC	0.03%	New	1,903	$402K
ShoreHaven Wealth Partners, LLC	0.14%	Reduce -7.7%	1,895	$400K
Horizon Investments, LLC	0.00%	Add +100.0%	1,892	$399K
LGL Partners, LLC	0.16%	Add +0.4%	1,888	$399K
Allium Financial Advisors, LLC	0.32%	No change	1,887	$398K
Weaver Consulting Group	0.09%	Add +27.7%	1,855	$392K
Grandfield & Dodd, LLC	0.02%	No change	1,848	$390K
Onyx Bridge Wealth Group LLC	0.04%	Add +0.1%	1,839	$388K
Union Savings Bank	0.17%	No change	1,838	$388K
Loring Wolcott & Coolidge Fiduciary Advisors LLP	0.00%	No change	1,792	$386K
Annex Advisory Services, LLC	0.01%	Add +0.1%	1,823	$385K
Processus Wealth & Capital Management, LLC	0.26%	Reduce -1.6%	1,820	$384K
Fsa Wealth Partners, Inc.	0.18%	Reduce -2.4%	1,816	$383K
Lanark Financial, Inc.	0.03%	Reduce -3.2%	1,810	$382K
Woodmont Investment Counsel LLC	0.02%	No change	1,806	$381K
Rockwood Wealth Management, LLC	0.03%	Add +2.7%	1,785	$377K
Old North State Trust, LLC	0.22%	No change	1,784	$377K
S&A Financial Services, Inc.	0.26%	—	1,785	$377K
Stewardship Advisors, LLC	0.09%	Add +62.7%	1,782	$376K
Unique Wealth, LLC	0.05%	Add +1.1%	1,777	$375K
Evergreen Capital Management LLC	0.01%	Reduce -34.7%	1,777	$375K
Evolution Wealth Management Inc.	0.27%	Reduce -12.9%	1,770	$374K
Empowered Funds, LLC	0.00%	New	1,754	$370K
Optivise Advisory Services LLC	0.22%	Add +6.7%	1,753	$370K
Brown Wealth Management, LLC	0.10%	Add +5.3%	1,753	$370K
Northstar Asset Management Inc.	0.11%	No change	1,747	$369K
TSG Advice Partners, LLC	0.06%	Add +0.1%	1,738	$367K
Newton One Investments LLC	0.10%	Reduce -1.0%	1,735	$366K
Mosaic Financial Group, LLC	0.26%	Add +0.3%	1,730	$365K
Fifth Third Wealth Advisors LLC	0.01%	Reduce -10.3%	1,722	$364K
LCNB Corp.	0.12%	No change	1,720	$363K
ProVise Management Group, LLC	0.03%	No change	1,719	$363K
Peterson Wealth Advisors, LLC	0.05%	Reduce -9.1%	1,715	$362K
Breakwater Capital Group	0.05%	Add +1.4%	1,715	$362K
Stratos Investment Management, LLC	0.01%	Add +0.2%	1,713	$362K
Capital Investment Advisory Services, LLC	0.03%	Reduce -8.3%	1,710	$361K
VeraBank, N.A.	0.07%	Reduce -12.8%	1,709	$361K
Beacon Financial Planning, Inc.	0.14%	Add +17.1%	1,708	$361K
Brooklyn Investment Group	0.01%	Reduce -14.2%	1,706	$360K
Independent Wealth Advisors LLC	0.35%	Add +0.2%	1,697	$358K
Smith Chas P & Associates Pa Cpas	0.02%	No change	1,697	$358K
Manchester Capital Management LLC	0.05%	No change	1,693	$357K
Flagship Harbor Advisors, LLC	0.02%	Add +18.2%	1,680	$355K
Arch Global Advisors, LLC	0.18%	—	1,675	$354K
United Community Bank	0.12%	Reduce -2.6%	1,672	$353K
American Investment Services, Inc.	0.08%	No change	1,666	$352K
Seros Financial, LLC	0.22%	Reduce -51.8%	1,663	$351K
Mitchell McLeod Pugh & Williams Inc.	0.05%	No change	1,662	$351K
Wimmer Associates 1, LLC	0.17%	No change	1,650	$348K
NWF Advisory Services Inc.	0.04%	Add +1.5%	1,650	$348K
Capital Advisor Network LLC	0.49%	—	1,646	$348K
Bank of New Hampshire	0.08%	No change	1,645	$347K
First County Bank	0.19%	Add +55.7%	1,643	$347K
Permanent Capital Management, LP	0.05%	Reduce -1.1%	1,551	$347K
Raab & Moskowitz Asset Management LLC	0.08%	Reduce -1.7%	1,642	$347K
Baker Tilly Wealth Management, LLC	0.08%	Reduce -22.8%	1,637	$346K
One Capital Management, LLC	0.01%	No change	1,635	$345K
Hyundai Investments Co., Ltd.	0.39%	Reduce -24.9%	1,653	$343K
Navalign, LLC	0.09%	Reduce -1.6%	1,623	$343K
URS Advisory LLC	0.25%	New	1,615	$341K
180 Wealth Advisors, LLC	0.04%	Add +32.6%	1,611	$340K
Octavia Wealth Advisors, LLC	0.03%	Reduce -11.3%	1,610	$340K
Friday Financial	0.12%	No change	1,600	$338K
Paradigm, Strategies in Wealth Management, LLC	0.23%	No change	1,580	$334K
Kirtland Hills Capital Management, LLC	0.11%	Add +6.2%	1,514	$333K
Brooklyn FI, LLC	0.07%	Add +0.7%	1,571	$332K
GAMMA Investing LLC	0.02%	Reduce -11.5%	1,568	$331K
Fortis Advisors, LLC	0.17%	No change	1,568	$331K
RiverFront Investment Group, LLC	0.01%	No change	1,561	$330K
Sagespring Wealth Partners, LLC	0.01%	Reduce -22.8%	1,559	$329K
Francis Financial, Inc.	0.06%	Reduce -9.2%	1,553	$328K
McHugh Group, LLC	0.20%	Add +3.4%	1,553	$328K
Courage Miller Partners, LLC	0.09%	No change	1,547	$327K
Inspire Advisors, LLC	0.03%	New	1,543	$326K
Aspen Investment Management Inc	0.10%	Add +1.4%	1,541	$325K
Caitlin John, LLC	0.19%	No change	1,517	$320K
Mountain Capital Investment Advisors Inc.	0.05%	Reduce -2.3%	1,453	$320K
City Holding Co.	0.04%	No change	1,509	$319K
Sargent Investment Group, LLC	0.04%	No change	1,501	$317K
Monetary Management Group Inc.	0.08%	No change	1,500	$317K
KRS Capital Management, LLC	0.19%	No change	1,495	$316K
CWA Asset Management Group, LLC	0.01%	Reduce -1.0%	1,494	$316K
Beaumont Financial Advisors, LLC	0.02%	No change	1,494	$315K
Godfrey Financial Associates, Inc.	0.27%	Add +33.6%	1,492	$315K
Montchanin Asset Management, LLC	0.33%	—	1,480	$313K
L & S Advisors Inc	0.04%	No change	1,481	$313K
Denver PWM, LLC	0.11%	Reduce -23.8%	1,393	$312K
Williams Jones Wealth Management, LLC.	0.00%	No change	1,478	$312K
LaFleur & Godfrey LLC	0.04%	No change	1,475	$311K
Pacific Sage Partners, LLC	0.05%	Reduce -16.6%	1,472	$311K
Wealthquest Corp	0.02%	No change	1,466	$310K
Barrett & Company, Inc.	0.11%	Reduce -2.0%	1,465	$309K
Arkos Global Advisors	0.04%	Reduce -11.3%	1,465	$309K
Evolution Wealth Advisors, LLC	0.03%	No change	1,460	$308K
Oath Planning, LLC	0.27%	Add +0.4%	1,457	$308K
Everpar Advisors LLC	0.11%	Reduce -15.4%	1,450	$306K
Kendall Capital Management	0.06%	No change	1,447	$306K
Appleton Partners Inc.	0.02%	No change	1,440	$304K
Baldwin Wealth Partners LLC	0.02%	Reduce -1.4%	1,435	$303K
Debussy Capital Management LP	0.04%	Add +0.2%	1,433	$303K
Campion Asset Management	0.21%	No change	1,433	$303K
Summit Financial Wealth Advisors, LLC	0.04%	No change	1,431	$302K
Fairview Capital Investment Management, LLC	0.02%	No change	1,428	$302K
Western Financial Corp	0.12%	Add +2.5%	1,423	$300K
One Charles Private Wealth Services, LLC	0.08%	No change	1,423	$300K
Lantern Wealth Advisors, LLC	0.15%	Add +24.9%	1,419	$300K
Everhart Financial Group, Inc.	0.03%	Add +0.6%	1,419	$300K
Parkside Financial Bank & Trust	0.02%	No change	1,415	$299K
Cambridge Financial Group, LLC	0.10%	No change	1,408	$297K
Blue Chip Partners, LLC	0.02%	Reduce -12.7%	1,407	$297K
Proactive Wealth Strategies LLC	0.06%	New	1,405	$297K
Prism Planning Partners LLC	0.35%	Add +17.8%	1,401	$296K
LFA - Lugano Financial Advisors SA	0.15%	No change	1,400	$296K
Black Swift Group, LLC	0.05%	No change	1,400	$296K
Thrive Wealth Management, LLC	0.04%	No change	1,399	$295K
Archford Capital Strategies, LLC	0.03%	No change	1,399	$295K
Colton Groome Financial Advisors, LLC	0.08%	Reduce -11.9%	1,395	$295K
Independence Bank of Kentucky	0.04%	No change	1,387	$293K
Kapstone Financial Advisors LLC	0.14%	Add +0.1%	1,380	$291K
Harrell Investment Partners, LLC	0.07%	Add +0.4%	1,379	$291K
First Interstate Bank	0.02%	New	1,369	$289K
Fairway Wealth LLC	0.08%	No change	1,362	$288K
Partners in Financial Planning	0.05%	Reduce -0.9%	1,361	$287K
Strathmore Capital Advisors, Inc.	0.08%	New	1,301	$287K
Interactive Financial Advisors, Inc.	0.19%	Reduce -5.2%	1,357	$287K
Ethos Financial Group, LLC	0.02%	New	1,378	$286K
West Branch Capital LLC	0.08%	No change	1,355	$286K
JTC Employer Solutions Trustee Ltd	0.02%	No change	1,353	$286K
Evermay Wealth Management LLC	0.03%	No change	1,353	$286K
Nalls Sherbakoff Group, LLC	0.21%	No change	1,342	$283K
Sagace Wealth Management LLC	0.19%	No change	1,341	$283K
Canvas Wealth Advisors, LLC	0.05%	Add +10.3%	1,340	$283K
Correct Capital Wealth Management	0.05%	No change	1,334	$282K
Commonwealth Financial Services, LLC	0.04%	Reduce -90.2%	1,332	$281K
Family Office Research LLC	0.12%	Add +0.1%	1,326	$280K
Tradewinds, LLC.	0.09%	No change	1,252	$280K
Goodwin Investment Advisory	0.33%	No change	1,324	$280K
Foster Victor Wealth Advisors, LLC	0.02%	Reduce -1.3%	1,283	$279K
Copia Wealth Management	0.19%	Reduce -11.6%	1,318	$278K
Zions Bancorporation, National Association	0.02%	No change	1,318	$278K
Chesapeake Wealth Management	0.09%	Reduce -3.8%	1,313	$277K
RMR Wealth Builders	0.02%	Reduce -0.3%	1,308	$276K
Aufman Associates Inc	0.14%	Reduce -10.8%	1,308	$276K
Legacy Trust	0.05%	Reduce -1.5%	1,304	$275K
Silverlake Wealth Management LLC	0.06%	New	1,303	$275K
Armstrong Advisory Group, Inc.	0.02%	No change	1,303	$275K
Bangor Savings Bank	0.02%	Reduce -0.1%	1,303	$275K
Single Point Partners, LLC	0.05%	No change	1,299	$274K
Cottonwood Capital Advisors, LLC	0.19%	Reduce -1.4%	1,293	$273K
Factor Wealth Management LTD	0.05%	Add +0.1%	1,292	$273K
TL Private Wealth	0.11%	Add +1.4%	1,266	$273K
Grove Bank & Trust	0.03%	No change	1,290	$272K
SYM FINANCIAL Corp	0.03%	No change	1,286	$272K
Clark Asset Management, LLC	0.03%	Reduce -3.6%	1,286	$272K
Sage Financial Group Inc.	0.02%	Add +0.2%	1,279	$270K
MMBG Investment Advisors Co.	0.02%	No change	1,275	$269K
Romano Brothers and Company	0.03%	Reduce -5.5%	1,272	$269K
Sather Financial Group Inc	0.02%	Reduce -4.8%	1,268	$268K
Planned Solutions, Inc.	0.09%	No change	1,267	$268K
Alpha Financial Partners LLC	0.16%	New	1,262	$266K
Signet Financial Management, LLC	0.03%	New	1,260	$266K
Vernal Point Advisors, LLC	0.11%	No change	1,250	$264K
Genesee Capital Advisors, LLC	0.11%	Add +0.4%	1,250	$264K
TrustWell Financial Advisors, LLC	0.25%	No change	1,249	$264K
Huntleigh Advisors, Inc.	0.04%	Reduce -24.6%	1,245	$263K
Paulson Wealth Management Inc.	0.06%	No change	1,242	$262K
Hurlow Wealth Management Group, Inc.	0.06%	No change	1,240	$262K
CPC Advisors, LLC	0.04%	Reduce -11.2%	1,240	$262K
Founders Financial Alliance, LLC	0.05%	Add +17.0%	1,238	$261K
Garden State Investment Advisory Services LLC	0.06%	Add +8.2%	1,237	$261K
Putney Financial Group LLC	0.26%	No change	1,236	$261K
Balboa Wealth Partners	0.04%	Add +3.4%	1,235	$261K
Cim, LLC	0.04%	Add +0.3%	1,232	$260K
Magnolia Private Wealth, LLC	0.17%	New	1,231	$260K
Ellevest, Inc.	0.04%	Add +0.3%	1,229	$260K
Cora Capital Advisors LLC	0.09%	No change	1,227	$259K
Missouri Trust & Investment Co	0.08%	Add +39.3%	1,227	$259K
Signature Equity Partners, LLC	0.14%	Reduce -12.2%	1,226	$259K
Fortress Private Ledger, LLC	0.08%	Reduce -2.0%	1,223	$258K
Banque Cantonale Vaudoise	0.01%	No change	1,221	$258K
Fiduciary Group, LLC	0.02%	No change	1,210	$256K
WoodTrust Financial Corp	0.03%	No change	1,203	$254K
Riverstone Advisors, LLC	0.13%	New	1,202	$254K
Acorn Wealth Advisors, LLC	0.07%	Reduce -23.2%	1,201	$254K
Investment Partners Asset Management, Inc.	0.16%	No change	1,200	$253K
Axim Planning & Wealth	0.31%	Add +1.8%	1,194	$252K
Sageworth Trust Co of South Dakota	0.20%	No change	1,194	$252K
Westwind Capital	0.06%	New	1,193	$252K
Webster Bank, N. A.	0.02%	No change	1,193	$252K
HM Payson & Co.	0.00%	No change	1,191	$251K
Portland Global Advisors LLC	0.03%	No change	1,189	$251K
Simmons Bank	0.02%	Reduce -11.9%	1,184	$250K
REAP Financial Group, LLC	0.05%	Add +4.7%	1,183	$250K
Dickmeyer Boyce Financial Management, Inc.	0.15%	—	1,181	$249K
Cape Ann Savings Bank	0.12%	No change	1,176	$248K
Bullock Wealth Management Group	0.12%	Add +200.3%	1,171	$248K
David J Yvars Group	0.14%	Reduce -10.4%	1,172	$247K
Berger Financial Group, Inc	0.01%	Reduce -22.1%	1,170	$247K
Wellington Grp LLC	0.08%	New	1,170	$247K
Plan A Wealth LLC	0.12%	No change	1,165	$246K
Main Street Financial Solutions, LLC	0.02%	New	1,165	$246K
Marietta Investment Partners LLC	0.05%	No change	1,162	$245K
Fiduciary Advisors, Inc.	0.18%	Add +6.1%	1,162	$245K
Synergy Investment Management, LLC	0.08%	New	1,161	$245K
Oarsman Capital, Inc.	0.03%	Reduce -38.9%	1,159	$245K
Bestgate Wealth Advisors, LLC	0.44%	No change	1,158	$245K
TrueWealth Financial Partners	0.10%	New	1,156	$244K
Realta Investment Advisors	0.08%	Reduce -4.5%	1,155	$244K
Marex Group Ltd	0.00%	Reduce -25.6%	1,155	$244K
Lazard Asset Management LLC	0.00%	No change	1,150	$243K
Center For Asset Management LLC	0.12%	Reduce -2.5%	1,147	$242K
2UniFi Bank	0.12%	Add +4.1%	1,147	$242K
Hills Bank & Trust Co	0.01%	No change	1,146	$242K
Truefg, LLC	0.06%	No change	1,145	$242K
Longview Financial Advisors, Inc.	0.15%	Add +0.3%	1,143	$241K
Mainstream Capital Management LLC	0.16%	Reduce -1.8%	1,143	$241K
Mairs & Power Inc.	0.00%	No change	1,143	$241K
Next Level Private LLC	0.05%	New	1,138	$240K
Carlton Hofferkamp & Jenks Wealth Management, LLC	0.08%	No change	1,091	$240K
Westover Capital Advisors, LLC	0.04%	No change	1,134	$239K
Strategic Financial Services, Inc.	0.01%	New	1,130	$239K
St Germain D J Co. Inc.	0.01%	Reduce -39.2%	1,130	$239K
Corundum Trust Company, INC	0.54%	New	1,130	$239K
Parsons Capital Management Inc.	0.01%	Add +1.2%	1,120	$236K
Legacy Financial Strategies, LLC	0.04%	No change	1,116	$236K
Richards, Merrill & Peterson, Inc.	0.09%	No change	1,113	$235K
Trinity Wealth Management, LLC	0.09%	Add +2.6%	1,110	$234K
Hantz Financial Services, Inc.	0.00%	Add +2.2%	1,110	$234K
Yousif Capital Management, LLC	0.00%	Reduce -75.5%	1,101	$232K
Princeton Global Asset Management LLC	0.04%	No change	1,100	$232K
Manchester Financial Inc.	0.04%	No change	1,091	$230K
Vaughan David Investments LLC	0.00%	No change	1,088	$230K
Perspective Wealth Advisors LLC	0.15%	No change	1,087	$230K
Diversified Management Inc.	0.04%	Add +0.4%	1,086	$229K
Tritonpoint Wealth, LLC	0.02%	Reduce -6.7%	1,080	$228K
Lane Brothers & Co. Inc.	0.17%	Reduce -10.6%	1,080	$228K
Sage Financial Management Group, Inc.	0.07%	No change	1,071	$226K
Accretive Wealth Partners, LLC	0.06%	No change	1,068	$226K
RDA Financial Network	0.06%	New	1,057	$223K
Winthrop Advisory Group LLC	0.02%	Add +0.1%	1,056	$223K
IFC Advisors LLC	0.03%	No change	1,054	$223K
Segment Wealth Management, LLC	0.01%	No change	1,054	$223K
Certuity, LLC	0.01%	Reduce -38.4%	1,053	$222K
Patten & Patten Inc.	0.01%	No change	1,048	$221K
Almanack Investment Partners, LLC.	0.04%	No change	1,045	$221K
Van Diest Capital, LLC	0.17%	Reduce -23.8%	1,044	$221K
Cornerstone Wealth Group, LLC	0.01%	New	997	$219K
Triumph Capital Management	0.05%	Reduce -47.7%	1,037	$219K
Novem Group	0.03%	Add +1.9%	1,036	$219K
TCI Wealth Advisors, Inc.	0.01%	Reduce -7.2%	1,032	$218K
Anb Bank	0.09%	Reduce -9.2%	1,029	$217K
Ascension Capital Advisors, Inc.	0.07%	New	1,027	$217K
Rossby Financial, LCC	0.05%	Add +26.9%	1,024	$217K
Waterloo Capital, L.P.	0.02%	No change	1,025	$216K
Zullo Investment Group, Inc.	0.08%	New	1,024	$216K
Silver Oak Advisory Group, Inc.	0.09%	No change	1,026	$216K
Aviance Capital Partners, LLC	0.03%	No change	1,020	$215K
Michael Brady & Co., LLC	0.22%	No change	1,018	$215K
LifeSteps Financial, Inc.	0.14%	Reduce -5.4%	1,013	$214K
Asset One Wealth Management LLC	0.02%	Reduce -7.3%	973	$214K
Elevation Wealth Partners, LLC	0.08%	Add +0.3%	1,010	$213K
Crumly & Associates Inc.	0.04%	No change	1,009	$213K
Shira Ridge Wealth Management	0.08%	Reduce -3.4%	1,004	$212K
Shoker Investment Counsel, Inc.	0.06%	No change	1,001	$211K
Earned Wealth Advisors, LLC	0.01%	New	1,000	$211K
Select Asset Management & Trust	0.07%	Reduce -16.9%	997	$211K
Imprint Wealth LLC	0.96%	Reduce -9.9%	996	$210K
Bedminster, LLC	0.20%	Reduce -20.3%	995	$210K
Old Port Advisors	0.05%	New	995	$210K
CarsonAllaria Wealth Management, Ltd.	0.10%	Add +2.0%	995	$210K
Cornerstone Wealth Management, LLC	0.01%	Add +0.1%	994	$210K
Dakota Wealth Management	0.00%	Add +1.3%	993	$210K
Meridian Wealth Management, LLC	0.01%	New	993	$210K
Pennington Partners & Co., LLC	0.07%	No change	990	$209K
Benin Management CORP	0.05%	No change	990	$209K
Zacks Investment Management	0.00%	Add +0.3%	985	$208K
Davis R M Inc.	0.00%	No change	982	$207K
Cove Private Wealth, LLC	0.05%	New	982	$207K
Ingalls & Snyder LLC	0.01%	No change	979	$207K
Team Financial Group, LLC	0.09%	Add +10.8%	966	$204K
Columbus Macro, LLC	0.02%	No change	964	$204K
Castlekeep Investment Advisors LLC	0.11%	No change	963	$203K
Bridgewealth Advisory Group, LLC	0.04%	Add +0.3%	961	$203K
Pacific Asset Management, LLC	0.11%	Add +0.3%	960	$203K
Inscription Capital, LLC	0.02%	Add +0.3%	960	$203K
Kraft, Davis & Associates, LLC	0.04%	New	906	$202K
Human Investing LLC	0.03%	Reduce -10.6%	957	$202K
Evolve Private Wealth, LLC	0.01%	New	955	$202K
Presidio Capital Management, LLC	0.06%	New	953	$201K
Mathes Company, Inc.	0.07%	No change	950	$201K
Alerus Financial NA	0.01%	No change	951	$201K
Walser Wealth Management Company, A Ltd Liability Co	0.09%	New	950	$201K
Inlight Wealth Management, LLC	0.07%	No change	179,293	$200K
PDS Planning, Inc	0.01%	New	948	$200K
Elevation Advisory Partners LLC	0.19%	—	923	$200K
Hollencrest Capital Management	0.01%	Reduce -15.0%	931	$197K
Strategic Wealth Partners, Ltd.	0.01%	Reduce -13.3%	923	$195K
Brown, Lisle/Cummings, Inc.	0.05%	No change	913	$193K
Wiser Advisor Group LLC	0.23%	Reduce -12.5%	883	$186K
Trifecta Capital Advisors, LLC	0.03%	Add +9611.1%	874	$185K
Bogart Wealth, LLC	0.01%	Add +85.7%	873	$184K
Kayne Anderson Rudnick Investment Management LLC	0.00%	Add +129.3%	869	$184K
Provident Wealth Management, LLC	0.05%	No change	852	$180K
Measured Wealth Private Client Group, LLC	0.05%	Add +20.1%	850	$179K
Ballast Advisors LLC	0.05%	Add +87.0%	834	$176K
Mechanics Financial Corp	0.07%	Reduce -2.4%	830	$175K
Financial Perspectives, Inc	0.05%	Add +0.1%	825	$174K
Dunhill Financial, LLC	0.04%	Add +1.4%	797	$168K
Raffa Wealth Management, LLC	0.03%	Add +0.4%	786	$166K
Crews Bank & Trust	0.02%	Add +240.7%	770	$163K
United Services Automobile Association	0.02%	No change	757	$160K
Biltmore Family Office, LLC	0.02%	No change	756	$160K
SHP Wealth Management	0.01%	Reduce -0.9%	733	$155K
Legacy Bridge, LLC	0.06%	No change	729	$154K
Quest 10 Wealth Builders, Inc.	0.13%	Reduce -9.6%	725	$153K
Millstone Evans Group, LLC	0.09%	No change	715	$151K
Caldwell Trust Co	0.01%	Reduce -5.8%	700	$148K
Mirae Asset Global Investments Co., Ltd.	0.00%	No change	700	$148K
Your Advocates Ltd., LLP	0.04%	New	687	$145K
Pittenger & Anderson Inc.	0.01%	No change	684	$144K
City State Bank	0.04%	No change	676	$143K
Wealth Preservation Advisors, LLC	0.12%	No change	672	$142K
Stelac Advisory Services LLC	0.03%	New	657	$139K
Colonial Trust Co / SC	0.02%	No change	657	$139K
Tiaa Trust, National Association	0.01%	Reduce -96.5%	657	$139K
Legacy Wealth Managment, LLC	0.07%	Reduce -8.3%	653	$138K
Mascoma Wealth Management LLC	0.03%	No change	638	$135K
Family Manage LLC	0.02%	Reduce -10.1%	616	$130K
First PREMIER Bank	0.03%	No change	614	$130K
Founders Capital Management	0.06%	No change	607	$128K
Topsail Wealth Management, LLC	0.02%	No change	604	$128K
IMA Advisory Services, Inc.	0.01%	Add +35.8%	595	$126K
Clarity Asset Management, Inc.	0.06%	Reduce -1.2%	585	$123K
Proffitt & Goodson Inc.	0.02%	New	580	$122K
Greykasell Wealth Strategies, Inc.	0.05%	No change	576	$122K
DecisionPoint Financial, LLC	0.03%	No change	573	$121K
Security National Bank	0.02%	Reduce -63.5%	569	$120K
Clark Wealth Partners	0.08%	Reduce -7.7%	565	$119K
Front Row Advisors LLC	0.04%	No change	560	$118K
Financial Life Planners	0.09%	New	555	$117K
Align Financial, LLC	0.07%	Reduce -99.5%	550	$116K
Napier Financial, LLC	0.03%	New	550	$116K
Tradewinds Capital Management, LLC	0.02%	No change	547	$116K
Black Cypress Capital Management, LLC	0.08%	No change	539	$114K
TFC Financial Management, Inc.	0.01%	New	533	$113K
Darwin Wealth Management, LLC	0.03%	Add +0.2%	516	$109K
Foster Dykema Cabot & Partners, LLC	0.01%	No change	512	$108K
Guardian Wealth Advisors, LLC / NC	0.01%	New	507	$107K
Tompkins Financial Corp.	0.01%	Reduce -41.3%	495	$105K
Strategic Investment Advisors / MI	0.01%	New	483	$102K
Pillar Financial Advisors, LLC	0.06%	No change	450	$95K
Rice Partnership, LLC	0.01%	Add +17.3%	440	$93K
Destiny Wealth Partners, LLC	0.01%	New	439	$93K
WealthCollab, LLC	0.04%	Reduce -4.8%	436	$92K
Ameriflex Group, Inc.	0.05%	No change	423	$89K
Tucker Asset Management LLC	0.03%	Add +65.5%	412	$87K
Root Financial Partners, LLC	0.00%	Add +11.5%	408	$86K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.03%	Reduce -33.3%	399	$84K
Advantage Trust Co	0.04%	Reduce -2.5%	385	$81K
Register Financial Advisors LLC	0.03%	Reduce -0.3%	384	$81K
Insight Inv LLC	0.04%	No change	376	$79K
Global Assets Advisory, LLC	0.02%	New	363	$77K
Woodard & Co. Asset Management Group Inc.	0.01%	No change	359	$76K
Archer Investment Corp	0.02%	Add +0.3%	356	$75K
CoreFirst Bank & Trust	0.04%	No change	355	$75K
Murphy & Mullick Capital Management Corp	0.06%	No change	352	$74K
IAG Wealth Partners, LLC	0.01%	No change	352	$74K
Hamrick Investment Counsel, llc	0.04%	Add +116.9%	347	$73K
Bernard Wealth Management Corp.	0.03%	No change	345	$73K
Essential Partners LLC	0.02%	No change	345	$73K
MassMutual Private Wealth & Trust, FSB	0.00%	Reduce -34.8%	338	$71K
Beacon Investment Advisory Services, Inc.	0.00%	New	337	$71K
Turim 21 Investimentos Ltda.	0.02%	Reduce -23.0%	929	$71K
Financial Consulate, Inc.	0.01%	No change	316	$67K
Cornerstone National Bank & Trust Co	0.02%	No change	305	$65K
First Pacific Financial	0.01%	New	305	$64K
Paladin Advisory Group, LLC	0.05%	No change	302	$64K
Western Pacific Wealth Management, LP	0.06%	No change	301	$64K
Hamilton Point Investment Advisors, LLC	0.01%	No change	294	$62K
Morgan Dempsey Capital Management LLC	0.03%	No change	280	$59K
Rosenberg Matthew Hamilton	0.01%	Reduce -0.4%	279	$59K
TIAA Wealth Investment Management LLC	0.00%	—	281	$58K
Steigerwald, Gordon & Koch Inc.	0.01%	No change	276	$58K
Cordgrass Capital Advisors, LLC	0.01%	No change	271	$57K
Burk Holdings LLC	0.02%	New	269	$57K
Nemes Rush Group LLC	0.01%	No change	266	$56K
Roxbury Financial LLC	0.05%	No change	262	$55K
Gunpowder Capital Management, LLC dba Oliver Wealth Management	0.04%	No change	261	$55K
Palouse Capital Management, Inc.	0.04%	No change	259	$55K
American National Bank & Trust	0.01%	Reduce -30.2%	254	$54K
Aventura Private Wealth, LLC	0.02%	New	249	$53K
Addison Advisors LLC	0.01%	Add +32.8%	247	$52K
TD Capital Management LLC	0.00%	Reduce -14.8%	236	$50K
Trask Adam Roland	0.04%	—	225	$48K
HHM Wealth Advisors, LLC	0.01%	No change	225	$48K
Cherry Tree Wealth Management, LLC	0.01%	No change	212	$45K
Rossmore Private Capital	0.00%	No change	211	$45K
Smallwood Wealth Investment Management, LLC	0.02%	No change	209	$44K
Ankerstar Wealth, LLC	0.05%	Reduce -0.5%	205	$43K
Abound Financial, LLC	0.02%	No change	202	$43K
JNBA Financial Advisors	0.00%	No change	200	$42K
Fourth Dimension Wealth, LLC	0.02%	No change	200	$42K
Morse Asset Management, Inc	0.01%	Reduce -6.5%	200	$42K
Duncker Streett & Co. Inc.	0.01%	No change	200	$42K
Atwood & Palmer Inc.	0.00%	No change	195	$41K
Peck Wealth Management, LLC	0.04%	No change	194	$41K
Graney & King, LLC	0.02%	No change	193	$41K
Indiana Trust & Investment Management Co	0.01%	Add +107.6%	191	$40K
Pension & Wealth Management Advisors, Inc.	0.01%	Add +0.6%	183	$39K
Knuff & Co LLC	0.01%	No change	175	$37K
McIlrath & Eck, LLC	0.00%	No change	175	$37K
Intentional Wealth Strategies, LLC	0.03%	—	172	$36K
TrustBank	0.01%	No change	171	$36K
Forum Finance Group S.A.	0.02%	—	210	$36K
Keating Financial Advisory Services, Inc.	0.01%	Add +10.4%	170	$36K
Birchwood Financial Partners, Inc.	0.03%	No change	168	$36K
Retiremitten Financial LLC	0.02%	—	161	$34K
Sankala Group LLC	0.03%	No change	159	$33K
TopTier Wealth Management, LLC	0.02%	New	157	$33K
Harbor Asset Planning, Inc.	0.03%	Add +0.7%	155	$33K
Colony Family Offices, LLC	0.01%	Reduce -43.6%	154	$33K
Kentucky Trust Co	0.02%	No change	150	$32K
Birchbrook, Inc.	0.01%	No change	145	$31K
Strive Financial Group ,LLC	0.02%	No change	142	$30K
Advocate Investing Services LLC	0.03%	Add +39.6%	141	$30K
True Link Financial Advisors, LLC	0.00%	New	132	$28K
Hurley Capital, LLC	0.01%	Reduce -45.1%	130	$28K
Grand Wealth Management, LLC	0.01%	Reduce -7.1%	130	$27K
Avion Wealth	0.01%	No change	130	$27K
RMG Wealth Management LLC	0.00%	New	120	$27K
BankPlus Trust Department	0.01%	No change	124	$26K
Townsend Asset Management Corp. /NC/	0.01%	No change	123	$26K
Hilton Head Capital Partners, LLC	0.01%	No change	120	$25K
Financial Gravity Asset Management, Inc.	0.00%	No change	120	$25K
Clear Investment Research, LLC	0.04%	Reduce -95.0%	119	$25K
Walsh & Associates, LLC	0.02%	Reduce -6.3%	118	$25K
Gilpin Wealth Management, LLC	0.02%	Add +10.6%	115	$24K
Evergreen Advisors, LLC	0.01%	New	115	$24K
Davis Capital Management	0.02%	No change	112	$24K
Red Tortoise LLC	0.01%	Add +0.9%	112	$24K
Abound Wealth Management	0.01%	Reduce -35.6%	112	$24K
Frazier Financial Advisors, LLC	0.01%	No change	111	$23K
Cedar Mountain Advisors, LLC	0.00%	Reduce -71.2%	109	$23K
Networth Advisors, LLC	0.02%	Add +37.7%	106	$22K
Community Financial Services Group, LLC	0.00%	New	100	$21K
Bayban	0.02%	No change	100	$21K
Truvestments Capital LLC	0.00%	No change	100	$21K
Fortis Group Advisors, LLC	0.00%	No change	100	$21K
Sfam, LLC	0.02%	No change	96	$20K
Financial Freedom, LLC	0.01%	New	96	$20K
DB Fitzpatrick & Co, Inc	0.02%	No change	95	$20K
Hartford Financial Management Inc.	0.01%	No change	93	$20K
Pinney & Scofield, Inc.	0.01%	Reduce -3.2%	91	$19K
NorthAvenue LLC	0.01%	No change	89	$19K
Financial Management Professionals, Inc.	0.00%	No change	85	$18K
MRP Capital Investments, LLC	0.01%	New	76	$16K
Westside Investment Management, Inc.	0.00%	Add +50.0%	75	$16K
Halbert Hargrove Global Advisors, LLC	0.00%	No change	75	$16K
Bellevue Asset Management, LLC	0.01%	No change	74	$16K
Toth Financial Advisory Corp.	0.00%	No change	71	$15K
Coastline Trust Co	0.00%	No change	70	$15K
Colonial Trust Advisors	0.00%	No change	65	$14K
Timmons Wealth Management, LLC	0.01%	No change	65	$14K
Wolff Wiese Magana LLC	0.01%	No change	64	$14K
Trust Co	0.00%	No change	63	$13K
Chesapeake Asset Management LLC	0.01%	No change	61	$13K
Field & Main Bank	0.00%	No change	61	$13K
Peachtree Investment Partners, LLC	0.00%	No change	59	$12K
Valley Wealth Managers, Inc.	0.00%	No change	57	$12K
Southern Michigan Bank & Trust	0.00%	—	55	$12K
Orion Capital Management LLC	0.00%	Add +21.9%	50	$11K
Collier Financial	0.01%	No change	48	$10K
Robinswood Financial LLC	0.00%	No change	47	$10K
Bruce G. Allen Investments, LLC	0.01%	New	46	$10K
United Financial Planning Group LLC	0.01%	No change	42	$9K
Investors Research Corp	0.00%	No change	41	$9K
Chapman Financial Group, LLC	0.00%	No change	28	$6K
Signature Resources Capital Management, LLC	0.00%	No change	24	$5K
Resources Management Corp. /CT/	0.00%	No change	24	$5K
Gill Capital Partners, LLC	0.00%	New	23	$5K
Center for Financial Planning, Inc.	0.00%	Reduce -81.2%	22	$5K
Cheviot Value Management, LLC	0.00%	No change	22	$5K
Chelsea Counsel Co.	0.00%	No change	20	$4K
University of Texas/Texas Am Investment Management Co.	0.00%	No change	20	$4K
Pin Oak Investment Advisors Inc.	0.00%	No change	20	$4K
Van Den Berg Management I, Inc.	0.00%	Reduce -5.3%	18	$4K
Nova Wealth Management, Inc.	0.00%	No change	15	$3K
Proathlete Wealth Management LLC	0.00%	No change	13	$3K
Midwest Capital Advisors, LLC	0.00%	New	13	$3K
Main Street Group, LTD	0.00%	New	12	$3K
Great Lakes Advisors, LLC	0.00%	Reduce -94.0%	12	$3K
NFSG Corp	0.00%	No change	6	$1K
Vision Financial Markets LLC	0.00%	No change	6	$1K
Bfsg, LLC	0.00%	No change	3	$634
Strategic Advisory Partners, LLC	0.00%	New	2	$422

"% 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.