Schwab US DVD Equity ETFSCHDETF

13F holders, Q1 2024 (March 31)

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

1,566holders

5famous investors

$80.42avg. 13F price*

At the end of Q1 2024, 1,566 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings. The largest holders were LPL Financial LLC ($874.1M), Charles Schwab Investment Advisory, Inc. ($783.8M) and Morgan Stanley ($737.5M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company: Schwab US DVD Equity ETF
CUSIP: 808524797
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

	Institutions	Total Value
New Positions	122	$122.1M
Exits	82	$139.1M

Ownership 1,566 holders


LPL Financial LLC	0.47%	Reduce -5.5%	10,841,262	$874.1M
Charles Schwab Investment Advisory, Inc.	1.08%	Add +0.4%	9,721,361	$783.8M
Morgan Stanley	0.06%	Add +10.5%	9,146,540	$737.5M
Avantax Advisory Services, Inc.	5.56%	Add +4.0%	7,775,195	$626.9M
Bank of America Corp.	0.06%	Reduce -47.2%	7,204,871	$580.9M
Ameriprise Financial Inc.	0.15%	Reduce -15.3%	6,675,552	$541.2M
Envestnet Asset Management Inc.	0.18%	Add +6.3%	6,101,855	$492.0M
Northwestern Mutual Wealth Management Co.	0.50%	Reduce -7.9%	6,085,029	$490.6M
Sumitomo Life Insurance Co.	12.24%	Add +110.7%	6,320,000	$471.4M
Raymond James Financial Services Advisors, Inc.	0.68%	Add +11.8%	5,712,485	$460.6M
Wealthfront Advisers LLC	1.44%	Reduce -3.1%	5,116,593	$412.6M
Wealthspire Advisors, LLC	5.42%	Reduce -3.1%	5,035,345	$406.0M
UBS Group AG	0.12%	Add +0.1%	4,694,968	$378.6M
Commonwealth Equity Services, LLC	0.60%	Add +7.0%	4,444,733	$358.4M
Osaic Holdings, Inc.	0.76%	Reduce -3.7%	4,195,780	$338.3M
Orgel Wealth Management, LLC	9.18%	Add +0.9%	4,152,801	$334.8M
Wells Fargo & Company	0.09%	Add +10.0%	4,018,418	$324.0M
Royal Bank of Canada	0.07%	Reduce -14.7%	3,806,504	$306.9M
JPMorgan Chase & Co.	0.03%	Add +4.4%	3,795,068	$306.0M
Avantax Planning Partners, Inc.	9.40%	Add +0.9%	3,598,014	$290.1M
Wealth Enhancement Advisory Services, LLC	0.70%	Add +4.5%	3,375,640	$272.2M
Cambridge Investment Research Advisors, Inc.	0.70%	Add +4.3%	2,269,372	$183.0M
Mariner, LLC	0.37%	Add +7.5%	2,240,640	$180.7M
Cetera Investment Advisers	0.40%	Add +53.1%	2,104,047	$169.6M
Raymond James & Associates	0.11%	Reduce -3.7%	1,928,780	$155.5M
Charles Schwab Trust Bank	100.00%	—	1,820,439	$146.8M
Cresset Asset Management, LLC	0.71%	Add +231.8%	1,817,885	$146.6M
Cassaday & Co Wealth Management LLC	4.43%	Add +3.6%	1,688,288	$136.1M
HighTower Advisors, LLC	0.22%	Reduce -1.4%	1,646,031	$132.7M
MML Investors Services, LLC	0.52%	Add +3.2%	1,559,736	$125.8M
Keystone Financial Planning, Inc.	39.90%	Reduce -7.7%	1,525,958	$123.0M
HHM Wealth Advisors, LLC	19.80%	Reduce -0.2%	1,491,662	$120.3M
Truist Financial Corp.	0.17%	Add +3.5%	1,430,931	$115.4M
Corient Private Wealth LP	0.20%	Reduce -35.9%	1,410,746	$113.7M
Kestra Advisory Services, LLC	0.73%	Add +7.7%	1,347,379	$108.6M
Creative Planning	0.12%	Add +3.4%	1,299,709	$104.8M
Asset Advisors Investment Management, LLC	11.57%	Reduce -2.1%	1,280,100	$103.2M
Keybank National Association	0.42%	Reduce -2.0%	1,273,415	$102.7M
Cullen/Frost Bankers, Inc.	1.51%	Add +15.6%	1,261,665	$101.7M
Cwm, LLC	0.48%	Reduce -4.2%	1,213,008	$97.8M
Baird Financial Group, Inc.	0.20%	Add +1.4%	1,178,367	$95.0M
Fifth Third Bancorp	0.37%	Reduce -5.3%	1,176,203	$94.8M
LVW Advisors, LLC	15.65%	Add +9.4%	1,146,175	$92.4M
Diversified, LLC	12.52%	Add +493.3%	1,128,581	$91.0M
Cerity Partners LLC	0.24%	Reduce -0.6%	1,124,400	$90.6M
CENTRAL TRUST Co	2.16%	Reduce -6.5%	1,074,694	$86.7M
D.A. Davidson & Co.	0.77%	Add +2.1%	1,052,552	$84.9M
Japan Science & Technology Agency	0.97%	No change	970,000	$78.2M
Focus Financial Network, Inc.	3.77%	—	1,020,660	$77.4M
Stifel Financial Corp.	0.08%	Reduce -1.1%	878,872	$70.9M
Ameritas Advisory Services, LLC	2.88%	Add +53.5%	878,746	$69.8M
Syntrinsic LLC	22.83%	Add +1.7%	844,679	$68.1M
Valmark Advisers, Inc.	1.15%	Add +7.1%	821,820	$66.3M
Bouchey Financial Group, Ltd.	6.46%	Add +6.4%	813,668	$65.6M
Harbour Investments, Inc.	2.20%	Add +6.0%	770,035	$62.1M
CVA Family Office, LLC	10.68%	Add +1.5%	741,560	$59.8M
Berger Financial Group, Inc	4.70%	Add +85.5%	707,217	$57.0M
Fiduciary Trust Co	0.85%	Reduce -34.4%	689,982	$55.6M
CGC Financial Services, LLC	28.71%	Add +10.7%	680,082	$54.8M
Merit Financial Group, LLC	1.28%	Reduce -77.7%	687,292	$53.6M
Gerber Kawasaki Wealth & Investment Management	2.87%	Reduce -2.5%	659,370	$53.2M
Marquette Asset Management, LLC	9.16%	Reduce -5.7%	655,395	$52.8M
Pinnacle Associates Ltd.	0.82%	Add +1.2%	642,890	$51.8M
Howard Financial Services, LTD.	8.37%	Reduce -0.9%	602,247	$48.6M
Steward Partners Investment Advisory, LLC	0.53%	Add +47.6%	597,341	$48.2M
Private Advisor Group, LLC	0.34%	Reduce -5.8%	589,179	$47.5M
Reliant Wealth Planning	22.66%	Add +8.1%	587,504	$47.4M
Summit Asset Management, LLC	5.56%	Add +3.0%	581,645	$46.9M
Thrivent Financial for Lutherans	0.09%	Reduce -4.8%	566,186	$45.7M
Kohmann Bosshard Financial Services, LLC	6.34%	Reduce -8.9%	564,699	$45.5M
ESL Trust Services, LLC	11.83%	Add +16.9%	560,526	$45.2M
Summit Financial Wealth Advisors, LLC	8.79%	Add +249.8%	538,000	$43.4M
Securian Asset Management, Inc.	1.25%	No change	527,000	$42.5M
Whelan Financial	19.32%	Reduce -1.1%	524,757	$42.3M
Principle Wealth Partners LLC	3.31%	Add +12.7%	524,442	$42.3M
Spinnaker Investment Group, LLC	11.74%	Add +1.6%	518,384	$41.8M
Legacy Financial Strategies, LLC	10.67%	Add +2.7%	513,647	$41.4M
Scott Capital Advisors, LLC	12.38%	Add +3.1%	511,249	$40.7M
HB Wealth Management, LLC	0.51%	Reduce -2.2%	501,549	$40.4M
Burkett Financial Services, LLC	20.58%	Add +2.3%	495,121	$39.9M
JNBA Financial Advisors	4.16%	Add +5.2%	491,361	$39.6M
Janiczek Wealth Management, LLC	8.25%	Reduce -0.7%	480,603	$38.8M
Beacon Pointe Advisors, LLC	0.43%	Add +4.1%	480,558	$38.7M
True Link Financial Advisors, LLC	3.61%	Add +10.3%	466,355	$37.6M
Adamsbrown Wealth Consultants LLC	15.12%	Add +8.4%	463,347	$37.4M
Dechtman Wealth Management, LLC	8.66%	Reduce -17.7%	460,593	$37.1M
Main Street Financial Solutions, LLC	3.94%	Add +7.2%	458,086	$36.9M
Cedar Wealth Management, LLC	11.99%	Add +7.4%	451,956	$36.4M
Wealthcare Advisory Partners LLC	1.17%	Add +3.2%	444,372	$35.8M
Steele Capital Management, Inc.	2.03%	Add +4.7%	438,363	$35.3M
Atria Wealth Solutions, Inc.	0.40%	Reduce -10.7%	436,428	$35.2M
Richardson Capital Management LLC	28.57%	Add +234205.4%	433,465	$35.0M
Evergreen Advisors, LLC	10.57%	Add +1.9%	429,265	$34.6M
Sunburst Financial Group, LLC	9.68%	Reduce -4.6%	427,118	$34.2M
Venture Visionary Partners LLC	1.61%	Add +5.2%	420,995	$33.9M
Founders Financial Securities LLC	3.53%	Reduce -13.3%	417,466	$33.7M
WFA Asset Management Corp	17.59%	Reduce -6.4%	417,295	$33.6M
Charles Schwab Investment Management Inc.	0.01%	Reduce -4.4%	417,191	$33.6M
Bokf, NA	0.61%	Reduce -43.6%	417,347	$33.4M
Equitable Holdings, Inc.	0.37%	Add +14.7%	403,635	$32.5M
Cornerstone Planning Group LLC	10.00%	Add +7.1%	412,214	$32.1M
Victory Financial Group, LLC	18.80%	Add +29.4%	393,978	$31.8M
NewEdge Advisors, LLC	0.28%	Add +9.3%	392,582	$31.7M
Waverly Advisors, LLC	0.74%	Add +291.2%	390,653	$31.5M
TruWealth Advisors, LLC	2.18%	Add +1.9%	388,502	$31.3M
Leelyn Smith, LLC	6.27%	Add +3.5%	388,289	$31.3M
Qube Research & Technologies Ltd	0.06%	Reduce -9.3%	387,874	$31.3M
Silver Coast Investments LLC	12.76%	Add +3.4%	387,268	$31.2M
Sigma Planning Corp	0.97%	Add +138.5%	381,547	$30.8M
Vaughan David Investments LLC	0.75%	Add +1.9%	376,344	$30.3M
Regimen Wealth, LLC	10.14%	Add +1.9%	362,582	$29.2M
Hengehold Capital Management LLC	3.07%	Add +0.6%	357,092	$28.8M
Nadler Financial Group, Inc.	3.55%	Reduce -1.6%	356,803	$28.8M
Wealthspire Retirement, LLC	2.48%	Reduce -9.1%	356,481	$28.7M
Hudock, Inc.	6.32%	Add +3.3%	355,623	$28.7M
Lodestar Private Asset Management LLC	4.08%	Add +2.6%	354,757	$28.6M
Northwest Quadrant Wealth Management, LLC	6.99%	Add +5.8%	354,149	$28.6M
Noble Family Wealth, LLC	7.98%	Add +2.8%	347,666	$28.0M
American Financial Advisors, LLC	3.92%	Add +2.1%	345,125	$27.8M
Asset Allocation Strategies LLC	9.76%	Add +2.7%	342,631	$27.6M
Integrated Wealth Concepts LLC	0.40%	Reduce -5.2%	341,363	$27.5M
Horizon Investments, LLC	0.71%	Reduce -14.7%	336,298	$27.1M
Planning Directions Inc.	18.75%	Add +8.5%	334,648	$27.0M
Janney Montgomery Scott LLC	0.08%	Add +3.8%	332,314	$26.8M
Captrust Financial Advisors	0.10%	Add +0.7%	329,409	$26.6M
SRH Advisors, LLC	8.41%	Add +18.9%	329,045	$26.5M
Ausdal Financial Partners, Inc.	3.06%	Add +7.2%	326,754	$26.3M
Tradition Wealth Management, LLC	2.65%	Add +3.5%	324,630	$26.2M
Walker Financial Services, Inc.	21.48%	Add +9.0%	324,280	$26.1M
CRA Financial Services, LLC	5.67%	Add +7.7%	323,623	$26.1M
Aspire Capital Advisors LLC	8.72%	Add +6.1%	321,295	$25.9M
Curi Capital, LLC	0.60%	Add +6.0%	316,057	$25.5M
Focus Partners Wealth	0.20%	Add +4.5%	310,316	$25.0M
Apexium Financial, LP	1.89%	Add +8.0%	309,910	$25.0M
Pinnacle Wealth Management Advisory Group, LLC	2.67%	Add +1.0%	308,336	$24.9M
McCarthy Asset Management, Inc.	15.10%	Reduce -0.2%	304,151	$24.5M
Souders Financial Advisors	3.85%	Add +2.1%	302,292	$24.4M
Integrated Advisors Network LLC	1.24%	Add +1.5%	301,731	$24.3M
Pathstone Holdings, LLC	0.11%	Reduce -2.6%	301,494	$24.3M
Members Advisory Group LLC	13.72%	Reduce -0.5%	300,243	$24.2M
Verus Financial Partners, Inc.	2.79%	Add +3.7%	295,333	$23.8M
Dakota Wealth Management	0.59%	Add +39.2%	293,945	$23.7M
Carolinas Wealth Consulting LLC	4.65%	Add +8.7%	292,600	$23.6M
Segment Wealth Management, LLC	1.79%	Reduce -15.4%	291,815	$23.5M
Wealth Management Resources, Inc.	6.54%	Add +4.8%	289,777	$23.4M
Intergy Private Wealth, LLC	9.56%	Add +4.2%	288,354	$23.3M
Sweet Financial Partners, LLC	5.37%	Add +7.8%	288,338	$23.2M
AllGen Financial Advisors, Inc.	9.37%	Add +2.1%	285,391	$23.0M
ForthRight Wealth Management, LLC	8.21%	Add +4.2%	283,660	$22.9M
Eagle Capital Management, LLC	10.16%	Add +4.3%	279,989	$22.6M
Financial Insights, Inc.	6.46%	Reduce -4.6%	279,023	$22.5M
Koshinski Asset Management, Inc.	2.28%	Reduce -4.9%	275,718	$22.2M
Halpern Financial, Inc.	6.43%	Reduce -0.7%	278,380	$22.1M
OneDigital Investment Advisors LLC	0.35%	Reduce -15.8%	273,999	$22.1M
Mercer Global Advisors Inc.	0.06%	Reduce -2.9%	266,444	$22.1M
TD Private Client Wealth LLC	0.71%	Reduce -0.2%	269,595	$21.8M
Presidio Capital Management, LLC	15.75%	Add +52.0%	267,868	$21.6M
Park Avenue Securities LLC	0.28%	Add +3.0%	266,544	$21.5M
TrinityPoint Wealth, LLC	3.48%	Add +7.0%	261,140	$21.1M
MAI Capital Management	0.22%	Add +5.8%	260,593	$21.0M
Financial Consulate, Inc.	6.13%	Add +0.8%	257,268	$20.7M
Curran Financial Partners, LLC	7.16%	Add +2.0%	255,459	$20.6M
Capital Advantage, Inc.	4.16%	Add +4.1%	257,789	$20.5M
Aptus Capital Advisors, LLC	0.44%	Add +3990.8%	254,364	$20.5M
Clifford Group, LLC	16.91%	Add +2.9%	253,997	$20.5M
Duncan Williams Asset Management, LLC	18.36%	—	252,730	$20.4M
Whitegate Investment Counselors, Inc.	5.66%	Add +0.6%	249,059	$20.1M
Newman Dignan & Sheerar, Inc.	5.34%	Add +4.0%	247,404	$19.9M
American Trust	1.63%	Reduce -51.3%	241,348	$19.5M
Berkeley, Inc	11.75%	Add +1.9%	240,688	$19.4M
Olympus Wealth Management, LLC	11.37%	Reduce -17.6%	237,933	$19.2M
Parallel Advisors, LLC	0.52%	Reduce -7.0%	237,313	$19.1M
Financial Guidance Group, Inc.	12.40%	Add +1.0%	236,825	$19.1M
Pinkerton Wealth, LLC	3.05%	Add +2134.6%	235,233	$19.0M
Exencial Wealth Advisors, LLC	0.71%	Add +1.9%	234,812	$18.9M
PFG Advisors	1.37%	Add +4.0%	232,549	$18.8M
Regal Investment Advisors LLC	1.27%	Reduce -0.1%	231,040	$18.6M
Whitaker-Myers Wealth Managers, LTD.	7.75%	Add +12.1%	227,918	$18.4M
Paradigm, Strategies in Wealth Management, LLC	11.32%	Add +1.4%	227,538	$18.3M
Certified Advisory Corp	2.55%	Add +21.9%	226,723	$18.3M
Graves Light Lenhart Wealth, Inc.	2.11%	Add +6.0%	225,821	$18.2M
Schaeffer Financial LLC	17.43%	Add +0.3%	217,084	$17.5M
Axxcess Wealth Management, LLC	0.49%	Reduce -43.9%	215,931	$17.4M
Waller Financial Planning Group, Inc.	4.62%	Add +17.1%	215,166	$17.3M
RVW Wealth, LLC	1.78%	Add +5.8%	214,896	$17.3M
Matrix Trust Co	3.91%	Reduce -0.8%	214,592	$17.3M
Stratos Investment Management, LLC	1.65%	Add +1.2%	209,542	$16.9M
Stephens Inc.	0.26%	Add +6.1%	206,623	$16.7M
Towneley Capital Management, Inc / DE	4.08%	Add +1.1%	205,837	$16.6M
Prosperity Consulting Group, LLC	2.06%	Add +130.3%	203,268	$16.4M
Lincoln National Corp.	0.26%	Add +0.7%	203,187	$16.4M
Sound View Wealth Advisors Group, LLC	1.72%	Reduce -7.7%	200,637	$16.2M
Silvia McColl Wealth Management, LLC	13.83%	Reduce -2.6%	206,409	$16.1M
Advisory Services Network, LLC	0.36%	Add +2.2%	199,431	$16.1M
Nations Financial Group Inc, /Ia/	1.35%	Add +2.6%	198,235	$16.0M
Great Valley Advisor Group, Inc.	0.48%	Reduce -0.8%	197,765	$15.9M
Kades & Cheifetz LLC	10.16%	Add +2.4%	196,875	$15.9M
Mgo One Seven LLC	0.82%	Add +9.7%	195,721	$15.8M
Allworth Financial LP	0.11%	Reduce -0.3%	195,023	$15.7M
Christensen, King & Associates Investment Services, Inc.	7.85%	Reduce -1.4%	194,862	$15.7M
AdvisorNet Financial, Inc	1.51%	Add +6.3%	194,620	$15.7M
Creekmur Asset Management LLC	5.37%	Reduce -3.9%	194,608	$15.7M
Global Retirement Partners, LLC	0.59%	Reduce -39.2%	194,591	$15.7M
Northeast Financial Group, Inc.	6.90%	Reduce -1.6%	193,500	$15.6M
Mutual Advisors, LLC	0.50%	Reduce -2.3%	192,721	$15.5M
Lakeshore Financial Planning, Inc.	7.84%	Reduce -0.7%	192,056	$15.5M
Skyline Advisors, Inc.	6.84%	Add +1.8%	189,578	$15.3M
Stratos Wealth Partners, LTD.	0.26%	Add +37.1%	189,416	$15.3M
RFG Advisory, LLC	0.52%	Reduce -44.3%	189,254	$15.3M
First Command Advisory Services, Inc.	0.16%	Add +4.3%	188,752	$15.2M
Leavell Investment Management, Inc.	0.88%	Reduce -0.2%	188,458	$15.2M
Prepared Retirement Institute LLC	11.14%	Reduce -6.5%	185,144	$14.9M
Morton Community Bank	4.28%	Add +5.8%	184,377	$14.9M
Csenge Advisory Group	0.83%	Reduce -0.1%	184,195	$14.9M
Cozad Asset Management Inc.	1.54%	Add +3.3%	183,674	$14.8M
LongView Wealth Management	5.87%	Add +4.6%	183,532	$14.8M
Dagco, Inc.	6.72%	New	183,018	$14.8M
Joule Financial, LLC	6.04%	Add +36.7%	181,842	$14.7M
Powers Advisory Group, LLC	8.34%	Add +4.8%	181,056	$14.6M
Family Capital Management, Inc.	10.15%	Reduce -2.4%	180,631	$14.6M
Weitzel Financial Services, Inc.	7.32%	Add +11.3%	180,995	$14.5M
Integrated Investment Consultants, LLC	3.98%	Reduce -2.1%	179,512	$14.5M
CIBC Private Wealth Group LLC	0.03%	Add +0.9%	180,146	$14.4M
Prudential Financial Inc.	0.02%	Reduce -0.9%	177,006	$14.3M
Citigroup Inc.	0.02%	Add +48.5%	175,795	$14.2M
Mfa Wealth Advisors, LLC	3.71%	Reduce -0.1%	174,818	$14.1M
Mendel Capital Management LLC	9.29%	Add +1.3%	174,059	$14.0M
Keudell/Morrison Wealth Management	4.25%	Add +9.9%	173,990	$14.0M
Shorepoint Capital Partners LLC	3.43%	Reduce -0.2%	173,894	$14.0M
Columbia Advisory Partners LLC	14.21%	Reduce -3.9%	173,866	$14.0M
Kestra Private Wealth Services, LLC	0.31%	Add +11.6%	172,529	$13.9M
Milestone Investment Advisors LLC	3.74%	Reduce -21.6%	172,196	$13.9M
Goldman Sachs Group Inc.	0.00%	Add +3.2%	172,152	$13.9M
Reitz Capital Advisors LLC	24.50%	No change	178,805	$13.6M
Snowden Capital Advisors LLC	0.43%	Reduce -14.5%	167,825	$13.5M
IHT Wealth Management, LLC	0.54%	Reduce -1.5%	167,015	$13.5M
Second Half Financial Partners, LLC	5.99%	Add +2.1%	166,999	$13.5M
IFP Advisors, Inc	0.59%	Add +45.0%	166,974	$13.5M
Bank of New York Mellon Corp	0.00%	Add +16.2%	166,480	$13.4M
Cambridge Trust Co.	0.51%	Reduce -2.6%	166,142	$13.4M
Cedar Brook Financial Partners, LLC	2.63%	Add +3.1%	164,789	$13.3M
Principal Securities, Inc.	0.41%	Add +26.0%	164,453	$13.3M
First National Corp. /Ma/	3.25%	Reduce -0.4%	173,889	$13.2M
Investment Advisory Services Inc. /TX	4.69%	Reduce -0.1%	158,433	$12.8M
Leo Wealth, LLC	1.30%	Add +7.5%	158,833	$12.7M
Acorn Wealth Advisors, LLC	6.64%	Add +0.1%	157,710	$12.7M
Perigon Wealth Management, LLC	0.38%	Reduce -2.0%	156,399	$12.6M
Denver PWM, LLC	4.87%	Add +0.1%	159,645	$12.6M
Cooper Financial Group	2.03%	Add +1.2%	153,152	$12.3M
Financial Counselors Inc.	0.21%	Reduce -44.1%	151,430	$12.2M
Citadel Advisors	0.01%	Add +142.0%	151,330	$12.2M
Capital Asset Advisory Services LLC	0.70%	Add +5.5%	154,062	$12.2M
Hunter Associates Investment Management LLC	2.01%	Add +8.0%	148,241	$11.9M
Jaffetilchin Investment Partners, LLC	1.06%	Add +9.9%	147,030	$11.9M
Atria Investments, Inc	0.16%	Reduce -5.9%	145,099	$11.7M
Legacy Edge Advisors, LLC	2.41%	Add +12.1%	143,538	$11.6M
Moneco Advisors, LLC	1.82%	Reduce -7.3%	141,863	$11.4M
Thoroughbred Financial Services, LLC	1.10%	Reduce -11.6%	141,690	$11.4M
GSG Advisors LLC	4.19%	Add +0.7%	143,550	$11.4M
New Insight Wealth Advisors	7.11%	Add +0.7%	141,269	$11.4M
Financial Planning & Information Services, Inc.	1.71%	Add +13.4%	141,014	$11.4M
Kiley Juergens Wealth Management, LLC	3.51%	Add +8.4%	140,909	$11.4M
Courage Miller Partners, LLC	3.92%	Reduce -0.1%	140,568	$11.3M
United Capital Financial Advisors, LLC	0.09%	Reduce -16.2%	139,695	$11.3M
Baker Ellis Asset Management LLC	1.67%	Reduce -4.8%	138,891	$11.2M
Walled Lake Planning & Wealth Management, LLC	4.59%	Reduce -0.2%	138,707	$11.2M
First Merchants Corp.	0.84%	Reduce -5.0%	138,501	$11.2M
Strategic Family Wealth Counselors, L.L.C.	4.41%	Add +3.6%	138,339	$11.2M
SevenBridge Financial Group, LLC	2.52%	Add +0.6%	142,416	$11.1M
Clay Northam Wealth Management, LLC	8.93%	Add +0.6%	137,516	$11.1M
Rockefeller Capital Management L.P.	0.03%	Add +9.7%	134,347	$10.8M
Strategic Blueprint, LLC	0.76%	Add +6.1%	133,570	$10.8M
Mayfair Advisory Group, LLC	7.80%	Add +7.3%	133,354	$10.8M
Blue Barn Wealth, LLC	5.98%	Add +1.6%	132,911	$10.7M
Valley National Advisers Inc.	1.62%	Reduce -0.5%	132,912	$10.7M
Pittenger & Anderson Inc.	0.42%	Reduce -3.3%	129,654	$10.5M
Mesirow Financial Investment Management, Inc.	0.24%	Add +20.0%	129,004	$10.4M
Ledyard National Bank	1.00%	Add +8.9%	128,582	$10.4M
Islay Capital Management, LLC	7.78%	Add +1.1%	128,409	$10.4M
Winthrop Advisory Group LLC	1.47%	Reduce -2.6%	126,276	$10.2M
SVB Wealth LLC	0.23%	Add +16.0%	125,590	$10.1M
Independent Financial Group, LLC	0.46%	Add +10.8%	124,333	$10.0M
Avior Wealth Management, LLC	0.46%	Add +2.8%	123,835	$10.0M
Madison Asset Management, LLC	0.12%	Reduce -9.2%	123,619	$10.0M
Trinity Financial Advisors LLC	4.48%	Add +11.3%	123,503	$10.0M
Midwest Financial Group LLC	6.67%	Reduce -11.1%	123,097	$9.9M
Hazlett, Burt & Watson, Inc.	5.93%	Add +2.8%	122,802	$9.9M
FRG Family Wealth Advisors LLC	1.94%	Reduce -9.0%	128,460	$9.9M
Advisors Preferred, LLC	1.65%	No change	122,510	$9.8M
Goepper Burkhardt LLC	4.55%	Add +2.2%	123,235	$9.8M
Level Four Advisory Services, LLC	0.54%	Add +0.4%	128,248	$9.8M
Gunma Bank,Ltd.	5.10%	New	120,000	$9.7M
DHJJ Financial Advisors, Ltd.	4.27%	Add +3.7%	119,561	$9.6M
Curbstone Financial Management Corp	2.08%	Add +9.3%	119,522	$9.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	1.59%	Add +2.1%	119,519	$9.6M
Focus Partners Advisor Solutions, LLC	0.28%	Add +138.6%	118,956	$9.6M
Mission Wealth Management, LP	0.26%	Add +1462.2%	118,664	$9.6M
Spreng Capital Management, Inc.	5.15%	Add +0.3%	118,573	$9.6M
Soltis Investment Advisors LLC	1.06%	Reduce -75.3%	117,716	$9.5M
Coastwise Capital Group, LLC	8.87%	Add +3.0%	117,005	$9.4M
Canvas Wealth Advisors, LLC	3.17%	Add +7.6%	124,386	$9.4M
Meridian Financial Advisors, LLC	7.00%	Add +2.6%	116,368	$9.4M
Mirae Asset Global Investments Co., Ltd.	0.02%	Add +202.4%	116,123	$9.4M
Garden State Investment Advisory Services LLC	3.41%	Add +2.0%	115,347	$9.3M
Sheets Smith Wealth Management	1.04%	Reduce -0.8%	115,068	$9.3M
XML Financial, LLC	0.94%	Reduce -2.3%	114,259	$9.2M
Sowell Financial Services LLC	0.43%	Reduce -15.6%	113,561	$9.2M
Dynamic Advisor Solutions LLC	0.31%	Add +7.3%	112,092	$9.0M
YHB Investment Advisors, Inc.	0.80%	Reduce -6.8%	111,680	$9.0M
BlueChip Wealth Advisors LLC	5.80%	Add +1.2%	111,580	$9.0M
Scotia Capital Inc.	0.05%	Add +12.0%	111,544	$9.0M
Retirement Group, LLC	3.22%	Add +2.3%	111,521	$9.0M
CoreCap Advisors, LLC	0.48%	Add +250.4%	111,433	$9.0M
Yelin Lapidot Holdings Management Ltd.	1.83%	Add +1364.8%	110,547	$8.9M
Davis Capital Management	7.92%	Add +2.3%	110,813	$8.9M
Sunbelt Securities, Inc.	0.99%	Add +25.2%	109,975	$8.9M
Charles Schwab Trust Co	0.83%	Reduce -21.6%	108,250	$8.7M
Concourse Financial Group Securities, Inc.	0.56%	Add +8.5%	108,184	$8.7M
Bell Investment Advisors, Inc	1.70%	Add +2.3%	108,176	$8.7M
Onyx Bridge Wealth Group LLC	1.55%	Add +54.0%	112,343	$8.7M
Oppenheimer & Co. Inc.	0.14%	Add +15.1%	107,238	$8.6M
Bensler, LLC	1.24%	Reduce -14.2%	106,253	$8.6M
Benjamin F. Edwards & Company, Inc.	0.15%	Add +9.0%	105,818	$8.5M
CW Advisors, LLC	0.15%	Reduce -3.0%	105,119	$8.5M
Verus Capital Partners, LLC	0.94%	Reduce -5.7%	104,819	$8.5M
Moneta Group Investment Advisors LLC	0.14%	Add +45.5%	104,352	$8.4M
Brookstone Capital Management	0.15%	Reduce -14.1%	104,030	$8.4M
MTM Financial Group, LLC	5.56%	Reduce -10.6%	104,378	$8.4M
Paces Ferry Wealth Advisors, LLC	5.35%	Add +92.7%	103,636	$8.4M
Summit Global Investments	0.62%	Reduce -39.5%	103,075	$8.3M
Bridgewealth Advisory Group, LLC	4.03%	Add +118.0%	101,954	$8.2M
NBT Bank, N.A.	0.60%	Reduce -1.5%	101,701	$8.2M
Edge Capital Group, LLC	0.41%	Add +17.4%	101,696	$8.2M
Silver Oak Securities, Incorporated	1.24%	Add +4.5%	100,562	$8.1M
TrueWealth Advisors, LLC	3.13%	Reduce -21.0%	100,416	$8.1M
Ethos Financial Group, LLC	1.55%	Add +0.6%	100,242	$8.1M
MADDEN SECURITIES Corp	3.72%	Add +0.1%	99,974	$8.1M
Cordgrass Capital Advisors, LLC	2.50%	Add +3.6%	99,615	$8.0M
Robbins Farley	4.41%	Reduce -2.4%	99,379	$8.0M
Arkadios Wealth Advisors	0.62%	Reduce -1.7%	99,271	$8.0M
BCS Wealth Management	2.56%	Reduce -2.3%	99,161	$8.0M
Householder Group Estate & Retirement Specialist, LLC	2.37%	Add +2.6%	98,848	$8.0M
Spire Wealth Management	0.15%	Add +2.7%	98,673	$8.0M
New England Private Wealth Advisors LLC	1.40%	Reduce -8.5%	98,730	$7.9M
John W. Brooker & Co., CPAs	4.26%	Reduce -0.1%	98,351	$7.9M
ProVise Management Group, LLC	0.68%	Reduce -27.4%	98,004	$7.9M
Asset Planning Corporation	5.75%	Add +1.7%	97,622	$7.9M
Global Financial Private Client, LLC	3.38%	Reduce -3.2%	98,193	$7.9M
Juncture Wealth Strategies, LLC	3.37%	Add +1.2%	97,264	$7.8M
Panoramic Investment Advisors, LLC	5.75%	Add +1.3%	96,787	$7.8M
Mango Investments LLC	5.74%	No change	96,300	$7.8M
Envestnet Portfolio Solutions, Inc.	0.03%	Reduce -1.5%	95,461	$7.7M
HBW Advisory Services LLC	1.44%	No change	101,052	$7.7M
Fermata Advisors, LLC	1.73%	Add +18.1%	95,374	$7.7M
Blair William & Co.	0.02%	Reduce -3.1%	94,939	$7.7M
Ted Buchan & Co	4.65%	Add +16.1%	93,888	$7.6M
AE Wealth Management LLC	0.09%	Reduce -85.3%	93,319	$7.5M
Composition Wealth, LLC	0.19%	Reduce -10.4%	92,010	$7.4M
Old Port Advisors	2.27%	Add +10.0%	91,983	$7.4M
Per Stirling Capital Management, LLC.	1.24%	Reduce -6.4%	91,936	$7.4M
D. E. Shaw & Co.	0.01%	New	91,852	$7.4M
Eudaimonia Advisors LLC	3.89%	Reduce -11.3%	90,668	$7.3M
Choreo, LLC	0.19%	Add +15.9%	90,421	$7.3M
Cary Street Partners Investment Advisory LLC	0.31%	Reduce -0.1%	90,358	$7.3M
Bruce G. Allen Investments, LLC	5.96%	Add +4.1%	89,953	$7.3M
MBA Advisors LLC	3.72%	Add +1.1%	89,175	$7.2M
FMR LLC	0.00%	Add +52.0%	88,692	$7.2M
Patriot Investment Management Group, Inc.	0.56%	Reduce -0.7%	88,484	$7.1M
Alpha Omega Group, Inc.	9.95%	Add +8.0%	88,128	$7.1M
Kellett Wealth Advisors, LLC	4.90%	Reduce -26.2%	87,700	$7.1M
Pennsylvania Capital Management Inc.	2.90%	Reduce -7.9%	86,878	$7.0M
Assetmark, Inc.	0.02%	Add +12.4%	86,417	$7.0M
Smart Money Group LLC	2.71%	Reduce -69.5%	90,458	$7.0M
USAdvisors Wealth Management, LLC	2.62%	Reduce -16.6%	86,567	$6.9M
Pps&v Asset Management Consultants, Inc.	5.10%	Add +0.8%	85,927	$6.9M
Curtis Advisory Group, LLC	2.66%	Reduce -2.0%	85,338	$6.9M
Strategic Wealth Partners, Ltd.	0.75%	Add +114.3%	85,297	$6.9M
JT Stratford LLC	1.36%	Add +6.1%	84,542	$6.8M
HRC Wealth Management, LLC	4.96%	Add +6.3%	84,165	$6.8M
Northern Trust Corp.	0.00%	Reduce -20.8%	83,911	$6.8M
WealthCare Investment Partners, LLC	3.25%	Add +5.3%	83,412	$6.7M
DAVENPORT & Co LLC	0.04%	Add +14.1%	83,154	$6.7M
Burns Matteson Capital Management, LLC	4.31%	Reduce -1.1%	82,729	$6.7M
Financial Sense Advisors, Inc.	2.35%	New	81,907	$6.6M
Donaldson Capital Management, LLC	0.27%	Reduce -21.8%	81,733	$6.6M
Concord Wealth Partners	1.18%	Reduce -35.5%	81,563	$6.6M
Aspire Wealth Management Corp	3.95%	Reduce -12.1%	81,184	$6.5M
First Heartland Consultants, Inc.	0.68%	Reduce -23.9%	81,159	$6.5M
Smith, Moore & Co.	0.70%	Add +3.0%	80,965	$6.5M
Visionary Wealth Advisors	0.44%	Reduce -12.8%	80,361	$6.5M
Teamwork Financial Advisors, LLC	1.00%	Add +17.6%	80,331	$6.5M
Benchmark Wealth Management, LLC	3.52%	Reduce -1.6%	80,212	$6.5M
Family Investment Center, Inc.	2.08%	Add +130.8%	80,180	$6.5M
Benchmark Financial Wealth Advisors, LLC	2.45%	Add +28.8%	79,482	$6.4M
Penney Financial, LLC	4.69%	Add +7.7%	78,834	$6.4M
Prosperitas Financial LLC	4.06%	Add +5.5%	78,560	$6.3M
Sendero Wealth Management, LLC	1.09%	Reduce -0.0%	78,375	$6.3M
Opus Capital Group, LLC	0.91%	Add +0.8%	77,551	$6.3M
Bison Wealth, LLC	1.02%	Add +3.0%	77,439	$6.2M
St. Johns Investment Management Company, LLC	2.99%	Reduce -4.8%	77,409	$6.2M
Carnegie Investment Counsel	0.19%	Add +2.0%	77,297	$6.2M
Grey Street Capital, LLC	0.84%	Add +465.8%	76,939	$6.2M
HBK Sorce Advisory LLC	0.22%	Reduce -1.0%	76,491	$6.2M
HC Advisors, LLC	2.94%	Add +7.4%	76,405	$6.2M
CapWealth Advisors, LLC	0.69%	Reduce -1.4%	75,884	$6.1M
Arden Trust Co	0.85%	Reduce -17.1%	75,470	$6.1M
Continuum Advisory, LLC	0.91%	Add +11.0%	76,591	$6.1M
IFG Advisory, LLC	0.45%	Reduce -0.8%	74,964	$6.0M
Belpointe Asset Management LLC	0.45%	Reduce -0.8%	74,468	$6.0M
Johnson & White Wealth Management, LLC	4.36%	Add +6.8%	74,235	$6.0M
Bryn Mawr Trust Advisors, LLC	0.34%	Reduce -4.2%	73,974	$6.0M
Armor Investment Advisors, LLC	2.85%	Add +0.9%	73,485	$5.9M
LexAurum Advisors, LLC	1.50%	Add +8.5%	73,249	$5.9M
Prime Capital Investment Advisors, LLC	0.08%	Add +12.8%	73,036	$5.9M
Global Strategic Investment Solutions, LLC	0.69%	No change	72,938	$5.9M
Legacy Private Trust Co.	0.43%	Reduce -0.6%	72,899	$5.9M
Southland Equity Partners LLC	1.65%	Add +46.8%	72,877	$5.9M
Smithbridge Asset Management Inc.	1.21%	Add +0.2%	72,626	$5.9M
Pinnacle Financial Partners Inc	0.13%	Add +1277.0%	72,405	$5.8M
Crescent Sterling, Ltd.	5.32%	Add +2.5%	72,339	$5.8M
Kingsview Wealth Management, LLC	0.14%	Add +1.7%	71,196	$5.7M
Redhawk Wealth Advisors, Inc.	0.93%	Reduce -12.4%	71,036	$5.7M
D.B. Root & Company, LLC	1.93%	Add +4.1%	70,826	$5.7M
Kure Advisory, LLC	4.87%	Add +7.0%	70,701	$5.7M
Red Door Wealth Management, LLC	1.10%	Reduce -1.9%	70,691	$5.7M
Alpha Omega Wealth Management LLC	1.05%	Reduce -1.8%	70,345	$5.7M
Sei Investments Co.	0.01%	Reduce -6.9%	70,002	$5.6M
Renaissance Technologies	0.01%	New	69,500	$5.6M
Alliance Wealth Management Group	1.64%	Add +21.5%	69,489	$5.6M
Towercrest Capital Management	0.95%	Add +21.5%	69,489	$5.6M
Valley Forge Investment Consultants Inc. Adv	2.19%	Reduce -8.4%	69,478	$5.6M
Guardian Financial Partners, LLC	3.82%	Add +23.7%	69,022	$5.6M
PCA Investment Advisory Services Inc.	3.13%	Add +7.0%	68,954	$5.6M
Arrowroot Family Office, LLC	3.55%	Reduce -10.7%	68,723	$5.5M
Comerica Bank	0.02%	Reduce -34.0%	68,647	$5.5M
Intrua Financial, LLC	0.86%	Add +9.3%	68,536	$5.5M
Hofer & Associates. Inc	4.63%	Add +2.3%	68,216	$5.5M
O'Connor Financial Group LLC	3.28%	Add +6.7%	68,213	$5.5M
Sage Financial Management Group, Inc.	2.60%	Add +16.9%	67,984	$5.5M
Scissortail Wealth Management, LLC	1.45%	New	67,809	$5.5M
High Net Worth Advisory Group LLC	1.72%	Add +11.1%	67,631	$5.5M
Evolution Wealth Advisors, LLC	1.03%	Add +6.9%	66,447	$5.4M
Arax Advisory Partners	0.56%	Reduce -7.1%	66,043	$5.3M
Brown Advisory Inc.	0.01%	Add +0.1%	65,168	$5.3M
KCM Investment Advisors LLC	0.19%	Reduce -2.1%	64,787	$5.2M
Cahill Financial Advisors Inc.	0.71%	Add +66.0%	64,674	$5.2M
Obsidian Personal Planning Solutions LLC	3.41%	Add +11.8%	67,512	$5.2M
Apriem Advisors	0.65%	Add +25.2%	64,375	$5.2M
Flagship Harbor Advisors, LLC	0.33%	Reduce -0.6%	64,242	$5.2M
Money Concepts Capital Corp.	0.48%	Add +2.1%	64,000	$5.2M
FLC Capital Advisors	1.30%	Reduce -1.7%	63,675	$5.1M
Advisors Capital Management, LLC	0.09%	Reduce -1.6%	63,260	$5.1M
U.S. Capital Wealth Advisors, LLC	0.20%	Reduce -31.2%	62,641	$5.1M
Atlantic Union Bankshares Corp	0.43%	Reduce -3.2%	62,583	$5.0M
Clearstead Advisors, LLC	0.25%	Reduce -12.7%	62,921	$5.0M
Warwick Investment Management, Inc.	1.20%	Reduce -46.2%	61,952	$5.0M
Integral Investment Advisors, Inc.	2.07%	New	62,255	$5.0M
Barnes Pettey Financial Advisors, LLC	4.30%	Add +19.8%	61,690	$5.0M
Fagan Associates, Inc.	0.93%	Reduce -1.5%	61,680	$5.0M
Capital Investment Advisory Services, LLC	0.53%	Reduce -3.0%	61,660	$5.0M
WealthPLAN Partners, LLC	0.51%	Reduce -3.4%	61,646	$5.0M
Nwam LLC	0.40%	Add +30.8%	62,761	$4.9M
Fiduciary Alliance LLC	0.87%	Add +43.9%	61,356	$4.9M
Access Financial Services, Inc.	2.18%	Add +11.1%	60,515	$4.9M
Hoylecohen, LLC	0.37%	Add +7.8%	60,369	$4.9M
Orion Porfolio Solutions, LLC	0.05%	Reduce -2.6%	60,283	$4.9M
Orion Portfolio Solutions, LLC	0.05%	Reduce -2.6%	60,283	$4.9M
Mayflower Financial Advisors, LLC	0.81%	Reduce -8.9%	60,041	$4.8M
United Bank	2.46%	Add +11.1%	59,960	$4.8M
Auxano Advisors, LLC	1.40%	Add +31.0%	59,750	$4.8M
Transform Wealth, LLC	0.46%	Add +52.7%	59,687	$4.8M
Fifth Third Securities, Inc.	0.47%	Reduce -10.0%	59,626	$4.8M
Rollins Financial Advisors, LLC	0.90%	Add +4.6%	59,486	$4.8M
MSH Capital Advisors LLC	1.68%	Add +15.7%	59,160	$4.8M
Breakwater Investment Management	2.19%	—	58,935	$4.8M
Boston Financial Mangement LLC	0.15%	Reduce -0.5%	58,800	$4.7M
Personal Cfo Solutions, LLC	0.74%	Add +1275.1%	58,773	$4.7M
FSC Wealth Advisors, LLC	3.34%	Add +212.2%	58,771	$4.7M
Texas Yale Capital Corp.	0.21%	Add +12.8%	58,347	$4.7M
Strategic Financial Concepts, LLC	1.13%	Add +175.1%	58,109	$4.7M
Future Financial Wealth Managment LLC	3.57%	Add +35.7%	57,579	$4.6M
Centric Wealth Management	1.47%	Add +86.3%	60,233	$4.6M
Pacific Capital Wealth Advisors, Inc.	1.09%	Reduce -0.6%	57,360	$4.6M
Investors Research Corp	1.08%	Add +2.3%	57,045	$4.6M
Pallas Capital Advisors LLC	0.19%	Reduce -3.1%	56,870	$4.6M
Goldstone Financial Group, LLC	1.04%	Reduce -3.0%	56,406	$4.5M
Apollon Wealth Management, LLC	0.14%	Add +29.3%	55,451	$4.5M
Pitcairn Co.	0.29%	New	55,442	$4.5M
McAdam, LLC	0.29%	Add +0.2%	55,206	$4.5M
PFG Investments, LLC	0.27%	Add +573.0%	55,155	$4.4M
Nabity-Jensen Investment Management Inc	3.64%	Add +0.4%	54,870	$4.4M
NCM Capital Management, LLC	2.46%	Reduce -3.5%	54,466	$4.4M
Argent Trust Co	0.20%	New	54,409	$4.4M
EP Wealth Advisors, LLC	0.05%	Reduce -75.1%	54,387	$4.4M
Shepherd Kaplan Krochuk, LLC	3.49%	Reduce -7.5%	54,232	$4.4M
Channel Wealth LLC	1.76%	Add +4.5%	54,222	$4.4M
B & T Capital Management DBA Alpha Capital Management	0.85%	Reduce -18.7%	53,939	$4.3M
Simplicity Wealth,LLC	0.10%	Add +847.7%	53,680	$4.3M
Joseph P. Lucia & Associates, LLC	2.30%	Add +3.1%	53,258	$4.3M
GYL Financial Synergies, LLC	0.34%	Add +6.3%	53,225	$4.3M
Alpha Cubed Investments, LLC	0.22%	Reduce -8.2%	52,856	$4.3M
EverSource Wealth Advisors, LLC	0.34%	Add +17.2%	55,336	$4.3M
B. Riley Wealth Advisors, Inc.	0.11%	Add +26.4%	59,860	$4.2M
Cambridge Advisors Inc.	0.99%	Reduce -7.0%	52,200	$4.2M
Alkeme Wealth, LLC	1.94%	Add +2.4%	53,319	$4.2M
US Bancorp \de	0.01%	Add +32.8%	52,017	$4.2M
Broadleaf Partners, LLC	1.07%	Add +0.6%	51,675	$4.2M
Sequoia Financial Advisors, LLC	0.05%	Reduce -7.4%	51,651	$4.2M
AMG National Trust Bank	0.12%	Add +8.0%	51,642	$4.2M
Northwest Investment Counselors, LLC	1.01%	Add +0.3%	51,199	$4.1M
J.W. Cole Advisors, Inc.	0.21%	Add +3.3%	51,165	$4.1M
Sentinel Pension Advisors, LLC	0.88%	Add +38.5%	51,085	$4.1M
Clearview Wealth Advisors LLC	4.20%	Add +7.8%	51,023	$4.1M
Berry Wealth Group, LP	3.40%	Reduce -4.6%	50,894	$4.1M
Smithfield Trust Co	0.22%	Reduce -9.1%	50,835	$4.1M
Western Wealth Management, LLC	0.32%	Reduce -31.8%	50,829	$4.1M
Stratos Wealth Advisors, LLC	0.24%	Reduce -66.8%	50,698	$4.1M
Cutler Investment Counsel LLC	0.55%	Add +10.0%	50,668	$4.1M
Eudaimonia Partners, LLC	0.97%	Add +10.6%	50,364	$4.1M
Paladin Advisory Group, LLC	3.20%	Reduce -4.7%	50,538	$4.1M
Signal Advisors Wealth, LLC	1.00%	Add +25.0%	50,093	$4.0M
Northstar Group, Inc.	0.82%	Reduce -3.2%	49,944	$4.0M
Private Portfolio Partners LLC	0.84%	Reduce -1.1%	49,891	$4.0M
Centaurus Financial, Inc.	0.28%	Reduce -6.4%	49,741	$4.0M
Cresta Advisors, Ltd.	2.54%	Reduce -2.4%	49,603	$4.0M
Roundview Capital LLC	0.33%	Reduce -1.6%	49,519	$4.0M
Northwest Capital Management Inc	1.26%	Reduce -1.2%	48,999	$4.0M
OLIO Financial Planning	1.65%	No change	51,453	$3.9M
Choate Investment Advisors	0.11%	Add +22.0%	48,580	$3.9M
Concord Asset Management, LLC	1.03%	Reduce -42.2%	48,544	$3.9M
Everhart Financial Group, Inc.	1.13%	Reduce -7.2%	48,217	$3.9M
Pathway Financial Advisers, LLC	1.37%	Add +19.0%	47,222	$3.8M
Spectrum Wealth Counsel, LLC	0.46%	Add +0.0%	47,015	$3.8M
Good Life Advisors, LLC	0.34%	Add +36.6%	46,994	$3.8M
Game Plan Financial Advisors, LLC	2.14%	Add +0.2%	46,178	$3.7M
Cowa, LLC	2.16%	Reduce -5.4%	45,515	$3.7M
Smith Anglin Financial, LLC	0.38%	Add +8.6%	45,467	$3.7M
Lion Street Advisors, LLC	1.50%	No change	48,143	$3.7M
Cynosure Group, LLC	0.66%	Reduce -5.5%	45,413	$3.7M
Trivium Point Advisory, LLC	0.78%	Add +0.3%	45,137	$3.6M
SYM FINANCIAL Corp	0.60%	Reduce -62.0%	44,942	$3.6M
M&T Bank Corp	0.01%	Reduce -18.5%	44,805	$3.6M
Simon Quick Advisors, LLC	0.27%	Reduce -18.9%	44,752	$3.6M
Orion Capital Management LLC	1.92%	Reduce -10.3%	44,719	$3.6M
Savoie Capital LLC	0.50%	New	44,600	$3.6M
Talisman Wealth Advisors LLC	4.51%	Add +27.5%	44,453	$3.6M
Hilltop Holdings Inc.	0.39%	Add +155.9%	43,900	$3.5M
Squarepoint Ops LLC	0.01%	Add +227.2%	43,880	$3.5M
Bank of Montreal	0.00%	Add +89.2%	43,767	$3.5M
Foguth Wealth Management, LLC.	1.89%	—	43,744	$3.5M
Wedbush Securities Inc.	0.13%	Reduce -8.1%	43,346	$3.5M
Susquehanna International Group, LLP	0.01%	Add +88.6%	42,923	$3.5M
Great Lakes Advisors, LLC	0.03%	Add +13.9%	42,859	$3.5M
Walter & Keenan Wealth Management LLC /in/	1.13%	Add +96.5%	42,822	$3.5M
Foundations Investment Advisors, LLC	0.09%	Reduce -55.6%	42,712	$3.4M
Cape Investment Advisory, Inc.	1.61%	Add +14.6%	42,663	$3.4M
White Lighthouse Investment Management Inc.	0.69%	Reduce -0.5%	42,403	$3.4M
PNC Financial Services Group, Inc.	0.00%	Reduce -4.2%	41,903	$3.4M
Financial Designs Corp	2.23%	New	41,890	$3.4M
CAP Partners, LLC	2.97%	Reduce -5.8%	41,727	$3.4M
FreeGulliver LLC	2.96%	Add +39.6%	41,270	$3.3M
Fifth Third Wealth Advisors LLC	0.52%	Add +19.2%	41,121	$3.3M
Commerce Bank	0.02%	Add +10.1%	41,112	$3.3M
Community Financial Services Group, LLC	0.75%	—	41,094	$3.3M
Ahl Investment Management, Inc.	2.53%	Reduce -0.1%	40,962	$3.3M
Nikulski Financial, Inc.	1.09%	Add +3.7%	40,770	$3.3M
LPF Advisors LLC	3.29%	Add +10.6%	40,694	$3.3M
Stewardship Advisors, LLC	1.12%	Reduce -80.2%	40,679	$3.3M
Oppenheimer Asset Management Inc.	0.05%	Reduce -27.9%	40,532	$3.3M
Worth Financial Advisory Group, LLC	2.26%	Add +3.1%	40,390	$3.3M
Baron Silver Stevens Financial Advisors, LLC	0.63%	Add +19.5%	40,181	$3.2M
Pillar Wealth Advisors, LLC	2.44%	Add +21.9%	40,097	$3.2M
National Bank of Canada	0.01%	Add +32.2%	40,651	$3.2M
Flow Traders U.S. LLC	0.17%	New	39,746	$3.2M
Savant Capital, LLC	0.04%	Reduce -6.1%	39,736	$3.2M
Cambridge Financial Group, LLC	1.52%	Reduce -3.6%	39,685	$3.2M
Gradient Capital Advisors, LLC	1.17%	Add +10.7%	39,552	$3.2M
SeaCrest Wealth Management, LLC	0.39%	Add +19.0%	39,542	$3.2M
Gratus Capital, LLC	0.15%	Add +16.3%	39,507	$3.2M
Sumitomo Mitsui Financial Group, Inc.	0.10%	Add +10.4%	39,453	$3.2M
Wintrust Investments LLC	0.28%	Add +6.8%	39,263	$3.2M
LVM Capital Management Ltd.	0.37%	Add +18.6%	39,223	$3.2M
Trust Co	0.41%	Add +0.6%	38,965	$3.1M
SteelPeak Wealth, LLC	0.16%	Reduce -59.2%	38,844	$3.1M
Adapt Wealth Advisors, LLC	2.22%	—	38,728	$3.1M
Buckingham Strategic Wealth, LLC	0.03%	Add +0.6%	38,641	$3.1M
Eagle Ridge Investment Management	0.29%	Reduce -0.1%	38,560	$3.1M
Imprint Wealth LLC	0.75%	New	38,672	$3.1M
World Equity Group, Inc.	0.63%	Add +5.1%	38,276	$3.1M
Johnson Investment Counsel Inc.	0.03%	Add +5.6%	38,179	$3.1M
Moran Wealth Management, LLC	0.10%	Reduce -34.8%	37,903	$3.1M
WBH Advisory Inc.	0.31%	Add +9.8%	37,749	$3.0M
Inscription Capital, LLC	0.50%	Add +86.1%	37,742	$3.0M
Compass Financial Group, INC	0.70%	Add +10.0%	37,668	$3.0M
Chesapeake Wealth Management	1.10%	Reduce -7.0%	37,454	$3.0M
Capital Investment Advisors, LLC	0.07%	Add +3.5%	37,427	$3.0M
Eldridge Investment Advisors, Inc.	0.77%	No change	37,371	$3.0M
CreativeOne Wealth, LLC	0.12%	Add +16.7%	37,231	$3.0M
Hamel Associates, Inc.	0.96%	Add +0.7%	37,046	$3.0M
Rovin Capital /Ut/	1.22%	Add +2.9%	36,818	$3.0M
Asset Allocation & Management Company, LLC	1.94%	No change	36,806	$3.0M
BCGM Wealth Management, LLC	1.06%	Reduce -75.3%	36,651	$3.0M
GM Advisory Group, LLC	0.21%	Add +199.1%	36,587	$3.0M
Capital Investment Counsel, LLC	0.63%	Add +110.4%	36,526	$2.9M
Anchor Investment Management, LLC	0.31%	Add +3.2%	36,479	$2.9M
Verum Partners LLC	1.04%	Reduce -14.4%	36,398	$2.9M
Bluespring Wealth Management, LLC	0.32%	Reduce -1.2%	36,379	$2.9M
Compound Planning, Inc.	0.27%	Add +0.3%	36,229	$2.9M
Bessemer Group Inc.	0.01%	Add +26.5%	36,111	$2.9M
Cypress Capital, LLC	0.79%	Add +24.5%	35,925	$2.9M
Headinvest, LLC	0.56%	Add +6.2%	35,886	$2.9M
Physician Wealth Advisors, Inc.	0.61%	Reduce -0.4%	38,041	$2.9M
Cypress Wealth Services, LLC	0.67%	Reduce -0.6%	35,654	$2.9M
Valued Retirements, Inc.	4.58%	Add +2.4%	35,526	$2.9M
Princeton Global Asset Management LLC	0.68%	Reduce -0.8%	35,330	$2.8M
Smartleaf Asset Management LLC	0.55%	Add +16042.5%	35,352	$2.8M
Townsquare Capital LLC	0.04%	Add +80.0%	35,135	$2.8M
Private Advisory Group LLC	0.40%	Reduce -24.6%	34,567	$2.8M
BLB&B Advisors, LLC	0.16%	Reduce -2.7%	34,457	$2.8M
MidAtlantic Capital Management, Inc.	2.44%	Reduce -9.3%	34,456	$2.8M
Madden Advisory Services, Inc.	1.46%	Add +4.7%	34,376	$2.8M
Lynch & Associates	0.64%	Add +44.6%	34,344	$2.8M
Peoples Bank	1.54%	Add +7.0%	34,335	$2.8M
Creative Financial Designs Inc.	0.26%	Add +31.8%	33,790	$2.7M
Camden National Bank	0.48%	Add +0.3%	33,782	$2.7M
Raymond James Trust N.A.	0.07%	Add +13.9%	33,623	$2.7M
Beacon Financial Planning, Inc.	1.89%	Add +323.8%	33,612	$2.7M
Capasso Planning Partners LLC	1.12%	Reduce -24.2%	33,596	$2.7M
Aspen Grove Capital, LLC	0.76%	Add +0.3%	33,345	$2.7M
Private Ocean, LLC	0.28%	Add +29.2%	33,296	$2.7M
Scott & Selber, Inc.	0.91%	Reduce -6.7%	33,158	$2.7M
CPC Advisors, LLC	0.46%	Reduce -12.4%	33,007	$2.7M
Capital Analysts, LLC	0.12%	Add +19.8%	32,967	$2.7M
Roman Butler Fullerton & Co.	1.00%	Add +8.7%	34,358	$2.7M
Abbrea Capital, LLC	0.35%	Add +1.4%	32,887	$2.7M
Consolidated Portfolio Review Corp	0.69%	Add +3.1%	32,808	$2.6M
Zullo Investment Group, Inc.	1.24%	Add +2.2%	32,713	$2.6M
Coordinated Financial Services, Inc.	2.33%	—	32,710	$2.6M
Independent Solutions Wealth Management, LLC	0.62%	Add +10.2%	32,578	$2.6M
Allen Capital Group, LLC	0.38%	Add +1.2%	32,556	$2.6M
Glassy Mountain Advisors, Inc.	0.99%	Add +7.9%	32,491	$2.6M
Emerald Advisors, LLC	0.47%	Add +16.9%	32,438	$2.6M
Capital Square, LLC	1.83%	New	32,229	$2.6M
Laird Norton Wetherby Wealth Management, LLC	0.12%	Add +0.1%	32,176	$2.6M
Vident Advisory, LLC	0.05%	Reduce -2.1%	32,018	$2.6M
Millennium Capital Advisors, LLC	1.82%	Reduce -2.5%	31,963	$2.6M
Lebenthal Global Advisors, LLC	0.57%	Reduce -64.2%	31,626	$2.5M
Chicago Partners Investment Group LLC	0.11%	Add +5.5%	32,768	$2.5M
Cibc World Market Inc.	0.01%	Reduce -25.3%	31,543	$2.5M
Aprio Wealth Management, LLC	0.50%	Reduce -4.5%	31,478	$2.5M
Cary Street Partners Asset Management LLC	0.39%	Add +19.8%	31,393	$2.5M
Krilogy Financial LLC	0.19%	Reduce -0.7%	31,272	$2.5M
Weaver Consulting Group	0.93%	Add +19.5%	31,203	$2.5M
Welch & Forbes LLC	0.03%	Add +1.3%	31,170	$2.5M
Sfm, LLC	1.90%	Reduce -2.7%	30,801	$2.5M
Bangor Savings Bank	0.25%	Reduce -20.0%	30,752	$2.5M
Prospera Financial Services Inc	0.07%	Add +5.6%	30,698	$2.5M
Beam Wealth Advisors, Inc.	1.48%	Add +0.8%	30,612	$2.5M
Great Waters Wealth Management	0.40%	Add +0.1%	30,548	$2.5M
Strategic Advocates LLC	0.95%	Reduce -83.5%	30,493	$2.5M
Advisors Management Group Inc.	0.61%	Add +2.4%	30,422	$2.5M
Farther Finance Advisors, LLC	0.15%	Add +91.0%	30,546	$2.4M
Florida Financial Advisors, LLC	1.79%	Reduce -13.4%	30,247	$2.4M
Liberty One Investment Management, LLC	0.28%	Reduce -8.9%	30,216	$2.4M
Keeler & Nadler Financial Planning & Wealth Management	1.45%	Reduce -4.1%	30,015	$2.4M
FMA Wealth Management, LLC	2.00%	Add +5.8%	29,867	$2.4M
Triton Wealth Management, PLLC	1.66%	Reduce -1.9%	30,884	$2.4M
Ellenbecker Investment Group	0.50%	Add +2.6%	29,734	$2.4M
Brighton Jones LLC	0.09%	Add +0.9%	29,681	$2.4M
Titleist Asset Management, LLC	0.42%	Reduce -82.6%	29,465	$2.4M
Berkshire Asset Management LLC	0.13%	Add +0.3%	29,412	$2.4M
Commonwealth Retirement Investments LLC	1.13%	Reduce -4.7%	29,310	$2.4M
Sandy Spring Bank	0.11%	Add +26.3%	29,018	$2.3M
Crewe Advisors LLC	0.27%	Reduce -14.2%	28,968	$2.3M
Townsend Asset Management Corp. /NC/	0.93%	Reduce -2.2%	28,870	$2.3M
Acas, LLC	2.24%	Reduce -1.1%	28,707	$2.3M
Gladstone Institutional Advisory LLC	0.13%	Add +6.4%	28,707	$2.3M
Insigneo Advisory Services, LLC	0.27%	Add +47.2%	28,622	$2.3M
Mengis Capital Management, Inc.	0.36%	Add +13.9%	28,417	$2.3M
Crew Capital Management, Ltd	1.86%	Reduce -44.6%	28,389	$2.3M
Collective Family Office LLC	0.74%	Reduce -0.1%	28,293	$2.3M
Paulson Wealth Management Inc.	0.66%	Reduce -3.0%	27,971	$2.3M
HRT Financial LP	0.01%	Add +549.8%	27,816	$2.2M
RIA Advisory Group LLC	0.90%	Add +395.3%	27,662	$2.2M
White Knight Strategic Wealth Advisors, LLC	2.32%	Add +3.2%	27,655	$2.2M
Stonebridge Financial Planning Group, LLC	1.17%	Reduce -5.5%	27,558	$2.2M
Opus Investment Management Inc.	1.45%	Add +4.9%	27,513	$2.2M
First National Bank of Mount Dora, Trust Investment Services	0.54%	No change	27,484	$2.2M
waypoint wealth counsel	1.71%	Add +4.1%	27,442	$2.2M
Insight Advisors, LLC/ PA	0.43%	Add +149.7%	27,309	$2.2M
Guyasuta Investment Advisors Inc.	0.16%	No change	28,756	$2.2M
Revolve Wealth Partners, LLC	0.37%	Reduce -0.3%	27,078	$2.2M
Private Trust Co. NA	0.24%	Add +3.6%	27,057	$2.2M
Barry Investment Advisors, LLC	0.73%	Add +119.6%	27,049	$2.2M
Register Financial Advisors LLC	1.12%	Reduce -2.2%	26,770	$2.2M
Greytown Advisors Inc.	1.21%	No change	26,700	$2.2M
Muirfield Wealth Advisors LLC	2.07%	Reduce -0.6%	26,661	$2.1M
Legacy Advisors, LLC	0.27%	Reduce -1.8%	26,571	$2.1M
Viawealth, LLC	1.33%	Add +5.5%	26,339	$2.1M
Planning Capital Management Corp	1.54%	Reduce -30.5%	26,210	$2.1M
Secure Asset Management, LLC	0.50%	Add +2.4%	26,152	$2.1M
Wellington Wealth Strategies, LLC.	0.98%	New	26,140	$2.1M
Agate Pass Investment Management, LLC	1.13%	Reduce -21.6%	26,058	$2.1M
Sachetta, LLC	0.99%	No change	27,483	$2.1M
Warner Financial, Inc.	1.04%	Add +7.7%	25,721	$2.1M
LifeSteps Financial, Inc.	1.56%	Reduce -1.4%	25,662	$2.1M
Alpine Global Management, LLC	0.48%	New	25,655	$2.1M
OMNI 360 Wealth, Inc.	1.71%	Add +4.9%	25,628	$2.1M
Heck Capital Advisors, LLC	0.31%	Reduce -0.4%	25,525	$2.1M
Boyd Watterson Asset Management LLC	0.75%	Add +12.8%	25,416	$2.0M
Peapack Gladstone Financial Corp.	0.03%	Add +4.8%	25,386	$2.0M
RHS Financial, LLC	1.19%	Reduce -0.1%	25,328	$2.0M
Janney Capital Management LLC	0.13%	Reduce -1.1%	25,023	$2.0M
Asset Dedication, LLC	0.15%	Reduce -1.6%	24,992	$2.0M
Avidian Wealth Enterprises, LLC	0.11%	Reduce -4.0%	24,854	$2.0M
Aurora Private Wealth, Inc.	1.73%	Reduce -1.0%	24,956	$2.0M
Whitener Capital Management, Inc.	0.65%	Add +7.8%	24,712	$2.0M
Ehrlich Financial Group	1.67%	Add +2.5%	24,587	$2.0M
Independent Advisor Alliance	0.07%	Add +15.1%	24,095	$1.9M
TRUE Private Wealth Advisors	0.22%	Add +128.5%	24,089	$1.9M
Mitchell Sinkler & Starr	0.48%	Reduce -53.1%	24,014	$1.9M
Liberty Capital Management, Inc.	0.47%	Add +5.0%	23,783	$1.9M
SageView Advisory Group, LLC	0.10%	Add +504.1%	33,319	$1.9M
GHP Investment Advisors, Inc.	0.09%	Add +1.2%	23,524	$1.9M
Investment Advisory Group, LLC	0.78%	Reduce -2.7%	23,523	$1.9M
Planning Alternatives Ltd.	0.31%	Reduce -0.8%	23,479	$1.9M
Myecfo, LLC	1.11%	Reduce -2.4%	23,462	$1.9M
ICA Group Wealth Management, LLC	0.38%	Add +2.8%	23,437	$1.9M
Traphagen Investment Advisors LLC	0.20%	Reduce -84.9%	23,400	$1.9M
Silverlake Wealth Management LLC	0.96%	Reduce -6.5%	23,291	$1.9M
Madison Park Capital Advisors, LLC	1.62%	Add +5.6%	23,012	$1.9M
West Bancorporation Inc.	1.21%	Reduce -8.0%	22,879	$1.8M
Davidson Trust Co.	1.07%	Reduce -2.7%	22,847	$1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.06%	Add +7.2%	22,782	$1.8M
West Oak Capital, LLC	0.78%	Add +3.1%	22,720	$1.8M
Naples Global Advisors, LLC	0.19%	Reduce -0.8%	22,565	$1.8M
Geneos Wealth Management Inc.	0.08%	Reduce -30.1%	22,526	$1.8M
Aspen Wealth Strategies, LLC	1.24%	Reduce -40.3%	22,228	$1.8M
Cutter & CO Brokerage, Inc.	0.44%	Add +5.3%	22,189	$1.8M
IRON Financial LLC	1.00%	Add +2.2%	22,152	$1.8M
Meridian Wealth Partners, LLC	0.32%	Add +0.0%	22,132	$1.8M
Essex Financial Services, Inc.	0.16%	Reduce -2.9%	22,066	$1.8M
New Covenant Trust Company, N.A.	1.77%	—	21,942	$1.8M
Petra Financial Advisors Inc.	1.29%	Add +0.0%	21,744	$1.8M
BOK Financial Private Wealth, Inc.	0.13%	Add +13.2%	21,699	$1.7M
Caldwell Trust Co	0.20%	Reduce -0.3%	21,607	$1.7M
Semus Wealth Partners LLC	1.45%	Reduce -46.7%	21,394	$1.7M
Missouri Trust & Investment Co	0.66%	Reduce -1.4%	21,314	$1.7M
Maple Capital Management, Inc.	0.15%	Reduce -14.7%	20,965	$1.7M
Pasadena Private Wealth, LLC	0.39%	Add +2.9%	20,955	$1.7M
Betterment LLC	0.00%	Add +44.0%	20,930	$1.7M
Embree Financial Group	0.33%	Reduce -0.3%	20,894	$1.7M
JBR Co Financial Management Inc	1.33%	Reduce -37.6%	20,671	$1.7M
Elevation Wealth Partners, LLC	0.83%	Add +74.7%	20,601	$1.7M
Latitude Advisors, LLC	1.03%	Add +3.3%	20,473	$1.7M
Carmichael Hill & Associates, Inc.	0.67%	Reduce -5.9%	20,267	$1.6M
Trademark Financial Management, LLC	1.35%	Reduce -6.2%	20,252	$1.6M
Capital Market Strategies LLC	1.25%	Reduce -4.3%	20,237	$1.6M
Eagle Strategies LLC	0.36%	Reduce -86.6%	20,215	$1.6M
CWS Financial Advisors, LLC	0.67%	Add +6.6%	20,137	$1.6M
Indie Asset Partners, LLC	1.43%	Reduce -0.0%	19,885	$1.6M
Modus Advisors, LLC	0.59%	Reduce -1.8%	19,693	$1.6M
Summit Wealth Partners, LLC	0.34%	Reduce -0.8%	19,691	$1.6M
RE Dickinson Investment Advisors, LLC	0.99%	Reduce -86.7%	19,598	$1.6M
Blue Bell Private Wealth Management, LLC	0.34%	Add +2.3%	19,593	$1.6M
Clearstead Trust, LLC	0.41%	Add +2.6%	19,472	$1.6M
Galvin, Gaustad & Stein, LLC	0.15%	Reduce -1.9%	19,365	$1.6M
Wills Financial Group, Inc.	0.73%	Add +0.5%	19,344	$1.6M
Plancorp, LLC	0.07%	Add +4.1%	19,269	$1.6M
Motco	0.09%	New	19,195	$1.5M
Opes Wealth Management LLC	0.36%	Reduce -2.4%	19,077	$1.5M
Concurrent Investment Advisors, LLC	0.06%	Add +332.8%	19,005	$1.5M
Rockport Wealth LLC	1.01%	—	18,836	$1.5M
Montis Financial, LLC	0.72%	Add +25.4%	18,673	$1.5M
OneAscent Financial Services LLC	0.17%	Reduce -1.0%	18,636	$1.5M
Trek Financial, LLC	0.12%	Reduce -76.8%	18,409	$1.5M
Genesee Capital Advisors, LLC	0.81%	Add +6.7%	18,341	$1.5M
Bond & Devick Financial Network, Inc.	0.80%	Add +42.5%	18,292	$1.5M
WT Wealth Management	0.53%	Add +1.4%	18,278	$1.5M
Orcam Financial Group	1.61%	Add +70.8%	18,253	$1.5M
Wedmont Private Capital	0.11%	Reduce -2.4%	18,451	$1.5M
Derbend Asset Management	0.72%	Add +3.6%	18,200	$1.5M
Evergreen Wealth Management, LLC	0.98%	No change	17,965	$1.4M
Pacific Wealth Strategies Group, Inc.	1.21%	Add +1.7%	17,958	$1.4M
Salem Investment Counselors Inc.	0.05%	Reduce -1.7%	17,925	$1.4M
Evanson Asset Management, LLC	0.11%	Add +53.1%	17,882	$1.4M
Bridge Advisory, LLC	0.72%	Add +54.5%	17,877	$1.4M
North Star Investment Management Corp.	0.10%	Add +4.5%	17,875	$1.4M
BNC Wealth Management, LLC	0.62%	Reduce -1.4%	17,858	$1.4M
Plan Group Financial, LLC	0.93%	Add +66.1%	17,647	$1.4M
Kovack Advisors, Inc.	0.17%	Add +1.6%	17,600	$1.4M
Gradient Investments LLC	0.03%	Reduce -9.5%	17,589	$1.4M
Vanguard Group Inc.	0.00%	Add +6.7%	17,367	$1.4M
Outfitters Financial LLC	1.15%	Reduce -2.2%	17,350	$1.4M
Raab & Moskowitz Asset Management LLC	0.39%	Add +83.7%	17,311	$1.4M
Baldwin Investment Management, LLC	0.19%	Add +45.5%	17,158	$1.4M
Wulff, Hansen & Co.	1.38%	Add +7.4%	17,112	$1.4M
WealthShield Partners, LLC	0.22%	Add +0.8%	16,891	$1.4M
Trustmark Bank Trust Department	0.11%	Reduce -65.5%	16,845	$1.4M
Kingswood Wealth Advisors, LLC	0.16%	Reduce -1.5%	16,711	$1.3M
Ally Invest Advisors Inc.	0.13%	Reduce -13.2%	16,626	$1.3M
Baker Tilly Wealth Management, LLC	0.24%	Add +20.0%	16,622	$1.3M
Faithward Advisors, LLC	0.24%	Add +4.1%	16,613	$1.3M
Laurel Wealth Planning LLC	0.89%	Reduce -2.9%	16,563	$1.3M
Signet Investment Advisory Group, Inc.	0.73%	Add +10.7%	16,556	$1.3M
JPL Wealth Management, LLC	0.73%	Add +1.4%	16,458	$1.3M
VitalStone Financial, LLC	1.01%	Reduce -13.9%	16,416	$1.3M
JMG Financial Group, Ltd.	0.05%	Reduce -13.7%	16,354	$1.3M
Safeguard Financial, LLC	0.43%	Add +1.7%	16,204	$1.3M
Narwhal Capital Management	0.13%	Add +12.2%	16,065	$1.3M
Fisher Asset Management	0.00%	Add +23.9%	15,941	$1.3M
Advisory Resource Group	0.29%	Add +4.1%	15,879	$1.3M
Diversified Trust Co.	0.04%	Add +78.0%	15,870	$1.3M
Jane Street Group, LLC	0.00%	New	15,862	$1.3M
International Assets Investment Management, LLC	0.13%	Add +2.8%	15,888	$1.3M
Buckingham Capital Management, Inc.	0.16%	Reduce -6.2%	15,772	$1.3M
Royal Capital Wealth Management, LLC	1.00%	Reduce -6.4%	15,745	$1.3M
Lanark Financial, Inc.	0.12%	Add +87.6%	15,617	$1.3M
Empower Advisory Group, LLC	0.00%	Add +2.8%	15,536	$1.3M
Retirement Guys Formula LLC	0.61%	Add +0.9%	15,531	$1.3M
Hartline Investment Corp./	0.22%	New	15,452	$1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.22%	Add +2.3%	15,452	$1.2M
Thrive Wealth Management, LLC	0.26%	Add +25.5%	15,422	$1.2M
Private Capital Management LLC	0.27%	Add +17.8%	15,323	$1.2M
Granite Bay Wealth Management, LLC	0.70%	Reduce -98.5%	15,314	$1.2M
Sage Investment Advisers LLC	1.41%	Add +46.5%	15,292	$1.2M
Aspiriant, LLC	0.05%	Reduce -1.1%	15,278	$1.2M
Eagle Harbor Asset Management Inc.	1.31%	Reduce -3.2%	15,191	$1.2M
Synovus Financial Corp.	0.02%	Add +6.1%	15,144	$1.2M
First Manhattan Co. Llc.	0.00%	Reduce -0.4%	15,105	$1.2M
CWA Asset Management Group, LLC	0.07%	Reduce -8.3%	15,103	$1.2M
Core Wealth Advisors, Inc.	0.41%	Add +0.9%	15,047	$1.2M
Institute for Wealth Management, LLC.	0.16%	Reduce -21.6%	14,896	$1.2M
WealthBridge Capital Management, LLC	0.40%	Reduce -0.1%	14,885	$1.2M
Tower Research Capital LLC (TRC)	0.03%	Add +7372.4%	14,870	$1.2M
Rwa Wealth Partners, LLC	0.02%	Add +26.3%	14,855	$1.2M
TruNorth Capital Management, LLC	0.41%	—	14,752	$1.2M
CCG Wealth Management, LLC	0.72%	Reduce -43.4%	14,727	$1.2M
Garrison Asset Management, LLC	0.62%	Add +0.3%	14,726	$1.2M
First Wilshire Securities Management Inc.	0.34%	No change	14,625	$1.2M
McGlone Suttner Wealth Management, Inc.	0.22%	Reduce -6.5%	14,584	$1.2M
Bordeaux Wealth Advisors LLC	0.39%	Add +117.1%	14,565	$1.2M
Tiaa Trust, National Association	0.00%	Add +0.9%	14,544	$1.2M
D'Orazio & Associates, Inc.	0.19%	Reduce -11.2%	14,522	$1.2M
First National Trust Co	0.05%	Add +10.8%	14,459	$1.2M
RDA Financial Network	0.40%	Add +42.0%	14,381	$1.2M
Sage Mountain Advisors LLC	0.12%	Add +6423.2%	14,351	$1.2M
WealthPlan Investment Management, LLC	0.18%	Reduce -5.2%	14,301	$1.2M
Patriot Financial Group Insurance Agency, LLC	0.18%	Add +9.8%	16,882	$1.1M
Joel Isaacson & Co., LLC	0.06%	Add +18.1%	14,212	$1.1M
Natixis Advisors, LLC	0.00%	Add +1.5%	14,164	$1.1M
Yoder Wealth Management, Inc.	0.74%	Reduce -3.4%	14,110	$1.1M
Gries Financial LLC	0.19%	Add +2.3%	14,078	$1.1M
Creegan & Nassoura Financial Group, LLC	0.76%	Reduce -0.6%	14,071	$1.1M
Marino, Stram & Associates LLC	0.27%	Add +0.1%	14,037	$1.1M
Murphy, Middleton, Hinkle & Parker, Inc.	0.66%	Add +0.0%	13,973	$1.1M
Farmers & Merchants Investments Inc.	0.04%	No change	13,900	$1.1M
Adams Wealth Management	0.27%	Reduce -6.1%	13,874	$1.1M
Bank of New Hampshire	0.29%	Add +12.2%	13,660	$1.1M
MBE Wealth Management, LLC	0.68%	Add +321.8%	13,648	$1.1M
Mission Creek Capital Partners, Inc.	0.28%	Reduce -8.3%	13,564	$1.1M
Guardian Asset Advisors, LLC	0.91%	Add +13.6%	13,563	$1.1M
WCG Wealth Advisors LLC	0.09%	Reduce -27.7%	13,540	$1.1M
Advisory Alpha, LLC	0.04%	Add +5.3%	13,488	$1.1M
Great Diamond Partners, LLC	0.25%	Reduce -3.9%	13,420	$1.1M
StoneX Group Inc.	0.10%	Add +9.2%	13,350	$1.1M
BNP Paribas Financial Markets	0.00%	Add +185.4%	13,285	$1.1M
Lido Advisors, LLC	0.01%	New	13,277	$1.1M
Fortis Capital Management LLC	0.28%	Add +32.2%	13,236	$1.1M
Valley Financial Group, Inc.	0.81%	Reduce -6.0%	13,183	$1.1M
SOA Wealth Advisors, LLC.	0.22%	Add +1.0%	13,177	$1.1M
Elevate Wealth Advisory, Inc.	0.92%	Add +1.5%	13,069	$1.1M
Pinnacle Bancorp, Inc.	0.31%	Reduce -3.0%	13,017	$1.0M
Walkner Condon Financial Advisors LLC	0.22%	Add +5.2%	12,947	$1.0M
Freestone Capital Holdings, LLC	0.04%	Reduce -43.6%	12,924	$1.0M
Keating Investment Counselors Inc.	0.34%	Reduce -13.6%	12,923	$1.0M
Two Sigma Securities, LLC	0.05%	New	12,913	$1.0M
Collaborative Wealth Managment Inc.	0.52%	Add +6.0%	12,845	$1.0M
Beaumont Financial Advisors, LLC	0.09%	Reduce -2.1%	12,816	$1.0M
Astoria Portfolio Advisors LLC.	0.40%	Reduce -4.2%	13,505	$1.0M
MAS Advisors LLC	1.19%	Add +2.2%	12,787	$1.0M
Rather & Kittrell, Inc.	0.31%	New	12,787	$1.0M
Glass Jacobson Investment Advisors llc	0.39%	Reduce -0.4%	12,730	$1.0M
Atlas Capital Advisors Inc.	0.16%	Reduce -10.4%	12,695	$1.0M
Capital Planning LLC	0.33%	Reduce -29.1%	12,443	$1.0M
Sheaff Brock Investment Advisors, LLC	0.08%	Add +7.3%	12,412	$1.0M
Flputnam Investment Management Co.	0.02%	Reduce -3.0%	12,321	$993K
Financial Engines Advisors L.L.C.	0.00%	Reduce -1.9%	12,286	$991K
Madison Wealth Partners, Inc	0.36%	No change	12,200	$984K
Aaron Wealth Advisors LLC	0.14%	Reduce -22.4%	12,165	$981K
Savvy Advisors, Inc.	0.57%	Add +61.7%	12,163	$981K
Ferguson Wellman Capital Management, Inc.	0.02%	Add +78.3%	12,056	$972K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.11%	New	12,025	$970K
Ascent Group, LLC	0.08%	Reduce -0.3%	11,946	$963K
O'shaughnessy Asset Management, LLC	0.01%	Add +576.5%	11,859	$956K
C M Bidwell & Associates Ltd.	0.65%	Reduce -2.6%	11,785	$950K
Beacon Capital Management, LLC	0.19%	Reduce -6.7%	11,783	$950K
Napatree Capital LLC	0.91%	No change	12,245	$943K
Capital Advisors Inc.	0.02%	Reduce -11.0%	11,692	$943K
Altus Wealth Group LLC	0.47%	Add +4.0%	11,597	$935K
Morling Financial Advisors, LLC	0.53%	No change	11,590	$935K
Bailard, Inc.	0.03%	Add +31.6%	11,559	$932K
Moloney Securities Asset Management, LLC	0.14%	Reduce -0.1%	11,531	$930K
ETF Store, Inc.	0.53%	Add +36.0%	11,500	$927K
Colorado Capital Management, Inc.	0.54%	New	11,475	$925K
Clear Creek Financial Management, LLC	0.12%	Add +12.1%	11,423	$921K
Webster Bank, N. A.	0.10%	No change	11,395	$919K
Meridian Management Co.	0.25%	Add +0.3%	11,395	$919K
SWS Partners	0.27%	Reduce -0.2%	11,385	$918K
FAS Wealth Partners, Inc.	0.08%	Reduce -0.9%	11,380	$918K
Schmidt P J Investment Management Inc.	0.17%	Add +9.3%	11,377	$917K
Gray Wealth Management Inc.	0.41%	Add +1.4%	11,374	$917K
West Michigan Advisors, LLC	0.30%	New	11,319	$913K
Balboa Wealth Partners	0.29%	Reduce -40.6%	11,304	$911K
NewEdge Wealth, LLC	0.02%	Add +0.2%	11,735	$907K
Bartlett & Co. Wealth Management LLC	0.01%	Reduce -6.3%	11,212	$904K
McAlister, Sweet & Associates, Inc.	0.71%	Reduce -5.8%	11,193	$902K
Guardian Wealth Management, Inc.	0.69%	Reduce -52.0%	11,182	$902K
Schrum Private Wealth Management LLC	0.82%	Add +18.8%	11,154	$899K
Sharkey, Howes & Javer	0.15%	Reduce -30.2%	11,138	$898K
Hayek Kallen Investment Management	0.34%	Add +11.2%	11,110	$896K
Patton Albertson Miller Group, LLC	0.13%	Reduce -46.5%	11,109	$896K
Invst, LLC	0.11%	Add +7.5%	11,071	$887K
Cottage Street Advisors LLC	0.53%	Add +6.7%	10,979	$885K
Sage Financial Group Inc.	0.08%	Reduce -22.1%	10,951	$883K
Vicus Capital	0.08%	Add +9.5%	10,915	$880K
Kingfisher Capital LLC	0.21%	Reduce -9.6%	10,917	$880K
Barnett & Company, Inc.	0.60%	Reduce -1.8%	10,873	$877K
Pension & Wealth Management Advisors, Inc.	0.58%	Reduce -0.9%	10,857	$875K
Lyell Wealth Management, LP	0.09%	Add +43.9%	10,845	$874K
Advance Capital Management, Inc.	0.06%	Add +1.6%	10,826	$873K
Old Mission Investment Co LLC	0.29%	Add +4.6%	10,756	$867K
Worth Asset Management, LLC	0.53%	Reduce -43.3%	10,708	$863K
&partners	0.12%	Add +52.9%	10,685	$862K
Darrow Company, Inc.	0.56%	Add +212.4%	10,670	$860K
Valicenti Advisory Services Inc.	0.24%	Add +158.3%	10,655	$859K
Miramar Capital, LLC	0.21%	Add +1.4%	10,840	$848K
Cornerstone Wealth Management, LLC	0.07%	Add +6.4%	10,520	$848K
NWF Advisory Services Inc.	0.14%	Reduce -0.5%	10,484	$845K
Boyce & Associates Wealth Consulting, Inc.	1.09%	Add +21.6%	10,473	$844K
Certuity, LLC	0.07%	Reduce -3.3%	10,452	$843K
Rench Wealth Management, Inc.	0.32%	Add +13.3%	10,427	$841K
NSI Retail Advisors, LLC	0.13%	Reduce -14.8%	10,382	$837K
CSM Advisors, LLC	0.06%	Reduce -14.8%	10,382	$837K
Modera Wealth Management, LLC	0.01%	Reduce -1.4%	10,374	$836K
Avalon Capital Management	0.34%	No change	10,350	$835K
Coldstream Capital Management Inc.	0.02%	No change	10,341	$834K
Fusion Capital, LLC	0.38%	Reduce -9.8%	10,312	$831K
Walden Wealth Partners LLC	0.48%	No change	10,508	$827K
Oarsman Capital, Inc.	0.20%	Reduce -14.4%	10,252	$827K
Stonebrook Private Inc.	0.24%	Add +17.7%	10,239	$826K
Stephens Consulting, LLC	0.25%	Reduce -1.7%	10,228	$825K
Perissos Private Wealth Management, LLC	0.75%	—	10,204	$823K
Arete Wealth Advisors, LLC	0.08%	Reduce -20.0%	10,180	$821K
Demars Financial Group, LLC	0.40%	New	10,173	$820K
Carlton Hofferkamp & Jenks Wealth Management, LLC	0.34%	Reduce -1.8%	10,539	$817K
Sunesis Advisors, LLC	0.48%	New	10,133	$817K
Coombe, Bender & Co LLC	0.50%	Reduce -5.5%	10,128	$817K
Wealth Alliance, LLC	0.11%	Add +0.5%	10,055	$811K
Heritage Trust Co	0.11%	Reduce -50.0%	10,000	$806K
Ancora Advisors LLC	0.02%	Add +5.3%	9,974	$804K
Allie Family Office LLC	0.47%	No change	9,936	$804K
Aua Capital Management, LLC	0.46%	New	9,888	$797K
Uptick Partners, LLC	0.61%	Reduce -34.8%	9,872	$796K
Brasada Capital Management, LP	0.14%	No change	9,850	$794K
Bellevue Asset Management, LLC	0.45%	Add +0.1%	9,840	$793K
Front Row Advisors LLC	0.29%	Add +1.1%	9,839	$793K
SignalPoint Asset Management, LLC	0.22%	Add +0.1%	9,837	$793K
Landaas & Co. /Wi	0.26%	No change	9,840	$793K
Greenhouse Wealth Management, LLC	0.59%	Reduce -3.0%	9,767	$788K
Strategic Advisors LLC	0.15%	Add +0.0%	9,727	$784K
Cascade Financial Partners, LLC	0.11%	—	10,206	$784K
Clear Point Advisors Inc.	0.64%	Add +1.0%	9,719	$784K
Connecticut Wealth Management, LLC	0.04%	No change	9,676	$780K
Verity & Verity, LLC	0.09%	Add +67.7%	9,648	$778K
Valeo Financial Advisors, LLC	0.03%	Add +9.0%	9,951	$777K
Lowe Brockenbrough & Co. Inc.	0.05%	Reduce -0.8%	9,641	$777K
Firestone Capital Management	0.22%	Add +10.0%	9,613	$775K
EPG Wealth Management LLC	0.19%	Add +0.1%	9,600	$774K
Bluefin Capital Management, LLC	0.19%	New	9,600	$774K
Johnson Financial Group, Inc.	0.04%	Reduce -31.1%	9,561	$771K
Insight Wealth Partners, LLC	0.50%	Add +48.5%	9,474	$764K
Strategies Wealth Advisors, LLC	0.12%	Add +0.0%	9,458	$763K
Ironwood Investment Counsel, LLC	0.13%	Add +78.4%	9,429	$760K
Weik Capital Management	0.32%	Reduce -3.3%	9,400	$758K
Bleakley Financial Group, LLC	0.02%	Reduce -4.2%	9,360	$755K
First Financial Corp.	0.38%	Add +2.0%	9,342	$753K
Fairview Capital Investment Management, LLC	0.04%	Add +24.4%	9,320	$751K
Basepoint Wealth LLC	0.57%	New	9,316	$751K
St Germain D J Co. Inc.	0.04%	Reduce -13.6%	9,218	$743K
Ellevest, Inc.	0.05%	Add +152.2%	9,208	$742K
My Personal CFO, LLC	0.43%	Add +2.4%	9,194	$741K
Patten & Patten Inc.	0.05%	Reduce -15.8%	9,171	$739K
Baker Avenue Asset Management, LP	0.03%	Add +2.9%	9,138	$737K
KPP Advisory Services LLC	0.20%	New	9,124	$736K
Capital Management Associates, Inc	0.54%	Add +8.1%	9,089	$733K
Rainey & Randall Wealth Advisors Inc.	0.17%	Add +2.6%	9,088	$733K
Valley Wealth Managers, Inc.	0.06%	Reduce -8.0%	9,081	$732K
Constant Guidance Financial LLC	0.67%	New	9,272	$731K
Prospect Financial Services LLC	0.60%	Add +44.8%	9,042	$729K
Fortune Financial Advisors, LLC	0.46%	New	8,995	$725K
Transatlantique Private Wealth LLC	0.32%	Reduce -16.2%	8,969	$723K
Appleton Partners Inc.	0.06%	Add +4.0%	8,932	$720K
Keeler Thomas Management LLC	0.25%	Reduce -47.5%	8,903	$718K
Cornell Pochily Investment Advisors, Inc.	0.28%	Reduce -17.0%	8,891	$717K
Soundmark Wealth Management, LLC	0.32%	Reduce -8.1%	8,871	$715K
Summit Wealth & Retirement Planning, Inc.	0.25%	Reduce -30.1%	8,822	$711K
Hennion & Walsh Asset Management, Inc.	0.04%	Reduce -96.3%	8,819	$711K
Solitude Financial Services	0.33%	Reduce -18.4%	8,795	$709K
GPS Wealth Strategies Group, LLC	0.11%	Add +3.1%	8,761	$706K
Sawgrass Asset Management LLC	0.08%	Add +7.2%	8,759	$706K
Financial Partners Group, LLC	0.27%	Reduce -3.3%	8,652	$698K
Whittier Trust Co.	0.01%	Reduce -55.0%	8,647	$697K
Builder Investment Group Inc.	0.20%	Add +6.6%	8,550	$689K
NorthCoast Asset Management LLC	0.01%	Add +8.1%	8,547	$689K
LifePlan Financial, LLC	0.63%	Reduce -0.3%	8,522	$687K
Lederer & Associates Investment Counsel	0.48%	No change	8,484	$684K
Horizon Investment Services, LLC	0.33%	Reduce -0.2%	8,460	$682K
Marcum Wealth, LLC	0.07%	Reduce -25.3%	8,450	$681K
9258 Wealth Management, LLC	0.11%	New	8,407	$678K
Mezzasalma Advisors, LLC	0.32%	Reduce -2.7%	8,392	$677K
Diversify Advisory Services, LLC	0.04%	—	8,442	$677K
McKinley Carter Wealth Services, Inc.	0.05%	Reduce -5.4%	8,384	$676K
Key Financial Inc	0.17%	No change	8,346	$673K
FSA Advisors, Inc.	0.72%	Reduce -1.9%	8,327	$671K
One Day In July LLC	0.09%	Reduce -1.6%	8,320	$671K
Blue Trust, Inc.	0.01%	Add +6.3%	8,297	$669K
FSB Premier Wealth Management, Inc.	0.31%	Reduce -1.0%	8,222	$663K
Birchcreek Wealth Management, LLC	0.35%	Reduce -0.6%	8,167	$658K
Investment Partners Asset Management, Inc.	0.59%	Reduce -0.3%	8,156	$658K
Smart Portfolios, LLC	0.69%	New	8,125	$655K
Moser Wealth Advisors, LLC	0.36%	Reduce -1.8%	8,118	$655K
Full Sail Capital, LLC	0.05%	New	8,082	$652K
Rothschild Investment LLC	0.05%	Add +0.9%	7,959	$642K
OneAscent Wealth Management LLC	0.25%	Add +1.4%	7,930	$639K
Fulcrum Capital LLC	0.15%	No change	7,925	$639K
Van Cleef Asset Management,Inc	0.08%	Reduce -5.8%	7,923	$639K
Jefferies Financial Group Inc.	0.01%	No change	7,872	$635K
Dominguez Wealth Management Solutions, Inc.	0.50%	Reduce -0.7%	7,859	$634K
Gemmer Asset Management LLC	0.07%	Add +69.1%	7,830	$631K
Investmark Advisory Group LLC	0.35%	Reduce -28.0%	7,821	$631K
Breakwater Capital Group	0.16%	Add +0.5%	7,694	$620K
Brass Tax Wealth Management, Inc.	0.32%	—	7,690	$620K
Van Hulzen Asset Management, LLC	0.04%	Add +6.7%	7,688	$620K
Sigma Investment Counselors Inc.	0.04%	Add +6.3%	7,659	$618K
Cobblestone Capital Advisors LLC	0.04%	Add +1.3%	7,653	$617K
HUB Investment Partners, LLC	0.03%	Add +60.9%	7,632	$615K
Nicholas Hoffman & Company, LLC.	0.03%	Add +55.3%	7,631	$615K
Jones Financial Companies LLLP	0.00%	Add +1262.0%	7,627	$615K
Moors & Cabot, Inc.	0.03%	Reduce -4.7%	7,615	$614K
FSM Wealth Advisors, LLC	0.22%	No change	7,605	$613K
Salomon & Ludwin, LLC	0.05%	Add +10.6%	7,604	$613K
Retirement Planning Group, LLC	0.05%	Reduce -6.4%	7,529	$607K
Key Client Fiduciary Advisors, LLC	0.32%	Reduce -2.7%	7,479	$603K
Chapin Davis, Inc.	0.22%	Add +18.2%	7,474	$603K
Wilbanks Smith & Thomas Asset Management LLC	0.02%	Reduce -11.1%	7,472	$602K
Pine Valley Investments Ltd Liability Co	0.05%	Add +11.2%	7,438	$600K
Sax Wealth Advisors, LLC	0.07%	Add +5.8%	7,434	$599K
SP Asset Management LLC	0.06%	Add +0.8%	7,392	$596K
Annex Advisory Services, LLC	0.02%	Add +0.6%	7,384	$595K
Jacobi Capital Management LLC	0.05%	Reduce -18.7%	7,329	$591K
Ransom Advisory, Ltd	0.31%	—	7,313	$590K
Sonora Investment Management Group, LLC	0.05%	Add +3.6%	7,279	$587K
AlphaQ Advisors LLC	0.35%	Reduce -0.1%	7,261	$585K
Fortis Capital Advisors, LLC	0.25%	New	7,254	$585K
Lokken Investment Group LLC	0.29%	Add +9.8%	7,242	$584K
Dorsey & Whitney Trust CO LLC	0.04%	Reduce -18.2%	7,180	$579K
Sonoma Private Wealth LLC	0.93%	No change	7,140	$576K
Austin Private Wealth, LLC	0.07%	Reduce -1.8%	7,176	$571K
Kanawha Capital Management LLC	0.05%	Reduce -12.4%	7,076	$571K
Loudon Investment Management, LLC	0.33%	Reduce -0.8%	7,038	$567K
Mirador Capital Partners LP	0.11%	Add +0.5%	7,019	$566K
Greenleaf Trust	0.01%	Add +26.7%	6,999	$564K
Founders Financial Alliance, LLC	0.17%	Add +0.3%	6,965	$562K
Godsey & Gibb, Inc.	0.06%	Add +21.9%	6,960	$561K
Holderness Investments Co.	0.14%	Add +23.4%	6,942	$560K
Forte Capital LLC	0.07%	Add +0.1%	6,913	$557K
49 Wealth Management, LLC	0.12%	Add +25.8%	6,928	$555K
HBC Financial Services, PLLC	0.37%	Add +8.2%	7,180	$552K
Rain Capital Management, LLC	0.37%	Add +0.7%	6,831	$551K
International Private Wealth Advisors LLC	1.06%	Reduce -0.6%	6,830	$551K
Seneca House Advisors	0.24%	Reduce -21.8%	6,746	$544K
Sage Capital Advisors,llc	0.16%	Add +150.5%	6,742	$544K
W Advisors, LLC	0.37%	Add +7.0%	6,725	$542K
Signaturefd, LLC	0.01%	Add +18.4%	6,706	$541K
Kelleher Financial Advisors	0.22%	Add +39.8%	6,680	$539K
Kelly Financial Services LLC	0.21%	Add +7.6%	6,661	$537K
Round Rock Advisors LLC	0.13%	Add +0.5%	6,596	$532K
Tranquility Partners, LLC	0.21%	Add +1.2%	6,588	$531K
Covington Investment Advisors Inc.	0.09%	Reduce -1.1%	6,545	$528K
Saxony Capital Management, LLC	0.64%	New	6,547	$528K
AlphaStar Capital Management, LLC	0.05%	New	6,459	$521K
North Star Asset Management Inc.	0.02%	Add +0.6%	6,423	$518K
Clarkston Capital Partners, LLC	0.01%	Add +2.8%	6,416	$517K
LCNB Corp.	0.19%	Add +2.4%	6,398	$516K
Obsidian Cio, LLC	0.12%	Add +26.8%	6,285	$507K
Maripau Wealth Management LLC	0.38%	Add +33.0%	6,261	$505K
Quadcap Wealth Management, LLC	0.11%	Add +22.4%	6,260	$505K
Pinion Investment Advisors, LLC	0.26%	New	6,210	$501K
PDS Planning, Inc	0.05%	Add +2.2%	6,203	$500K
Vanguard Personalized Indexing Management, LLC	0.01%	No change	6,201	$500K
QRG Capital Management, Inc.	0.01%	New	6,193	$499K
Tiller Private Wealth, Inc.	0.22%	Reduce -1.6%	6,171	$498K
Prosperity Wealth Management, Inc.	0.24%	Add +1.6%	6,165	$497K
Commons Capital, LLC	0.72%	Add +9.6%	6,154	$496K
Squire Investment Management Company, LLC	0.31%	Add +12.5%	6,144	$495K
Traynor Capital Management, Inc.	0.05%	Add +53.6%	6,140	$495K
Stockman Wealth Management, Inc.	0.09%	Reduce -6.0%	6,134	$495K
Zimmermann Investment Management & Planning LLC	0.18%	Reduce -42.6%	6,123	$494K
Aveo Capital Partners, LLC	0.05%	New	6,325	$493K
Evergreen Capital Management LLC	0.02%	Reduce -0.0%	6,104	$492K
Sard Wealth Management Group, LLC	0.44%	New	6,084	$491K
FinTrust Capital Advisors, LLC	0.09%	Add +0.2%	6,056	$488K
Relyea Zuckerberg Hanson LLC	0.09%	Add +7.1%	6,050	$488K
Midland Wealth Advisors, LLC	0.03%	New	6,031	$486K
Cornerstone Enterprises, LLC	0.35%	Reduce -43.1%	6,015	$482K
HTLF Bank	0.06%	New	5,977	$482K
Haverford Trust Co	0.01%	No change	5,961	$481K
Centerpoint Advisors, LLC	0.18%	Reduce -41.5%	5,952	$480K
Tidemark, LLC	0.27%	Add +0.0%	5,946	$479K
Florida Trust Wealth Management Co	0.02%	New	5,933	$478K
Cross Staff Investments Inc	0.40%	Reduce -0.6%	5,895	$475K
Fiducient Advisors LLC	0.09%	New	5,870	$473K
CGN Advisors LLC	0.06%	Add +15.0%	5,829	$470K
Quantinno Capital Management LP	0.01%	Add +47.9%	5,831	$470K
Andrews, Lucia Wealth Management LLC	0.33%	Reduce -14.2%	5,782	$466K
FC Advisory LLC	0.17%	Reduce -16.9%	5,733	$462K
Arkansas Financial Group, Inc.	0.08%	Add +0.2%	5,689	$459K
Virtue Capital Management, LLC	0.08%	New	5,857	$453K
Howe & Rusling Inc.	0.04%	Add +531.2%	5,599	$451K
CM Wealth Advisors LLC	0.13%	Add +9.6%	5,767	$451K
BKM Wealth Management, LLC	0.19%	Add +4.0%	5,570	$449K
Owen LaRue, LLC	0.28%	Reduce -17.3%	5,549	$447K
Private Client Services, LLC	0.30%	Reduce -3.3%	5,497	$443K
Pflug Koory, LLC	0.03%	Reduce -5.0%	5,444	$439K
SpiderRock Advisors, LLC	0.01%	—	5,564	$438K
FineMark National Bank & Trust	0.02%	Add +11.5%	5,418	$437K
Oxinas Partners, LLC	0.28%	Reduce -16.7%	5,417	$437K
Legacy Financial Advisors, Inc.	0.08%	Reduce -2.8%	5,412	$436K
Grey Ledge Advisors, LLC	0.12%	Add +2.3%	5,402	$436K
Merriman Wealth Management, LLC	0.02%	Add +24.1%	5,384	$434K
Westwood Holdings Group Inc.	0.00%	No change	5,388	$434K
Lodestone Wealth Management LLC	0.23%	Add +2.7%	5,377	$434K
TD Waterhouse Canada Inc.	0.00%	Reduce -27.9%	5,335	$431K
Signet Financial Management, LLC	0.06%	Add +0.2%	5,340	$431K
Ieq Capital, LLC	0.01%	Reduce -7.6%	5,339	$431K
Darden Wealth Group Inc	0.34%	Add +36.1%	5,302	$428K
Sanchez Wealth Management Group	0.14%	No change	5,276	$425K
OMC Financial Services LTD	0.22%	—	5,258	$424K
NorthRock Partners, LLC	0.02%	Reduce -5.1%	7,055	$421K
1ST Source Bank	0.02%	No change	5,210	$420K
Bedel Financial Consulting, Inc.	0.07%	Add +0.0%	5,209	$420K
Cannon Financial Strategists, Inc.	0.08%	Add +28.0%	5,208	$420K
Disciplined Investments, LLC	0.23%	No change	5,201	$419K
Tsfg, LLC	0.11%	Reduce -79.0%	5,175	$417K
Norden Group LLC	0.08%	New	5,165	$416K
Y-Intercept (Hong Kong) Ltd	0.03%	New	5,147	$415K
Kathmere Capital Management, LLC	0.05%	No change	5,142	$415K
Aspen Investment Management Inc	0.21%	Add +2.0%	5,133	$414K
Duncker Streett & Co. Inc.	0.08%	Add +0.0%	5,093	$411K
Ridgecrest Wealth Partners, LLC	0.24%	Add +0.0%	5,088	$410K
Costello Asset Management, INC	0.29%	Add +25.5%	5,082	$410K
Mach-1 Financial Group, LLC	0.31%	Add +2.9%	5,072	$409K
DDD Partners, LLC	0.05%	Reduce -99.0%	5,061	$408K
Next Capital Management LLC	0.17%	Reduce -0.8%	5,059	$408K
Cherry Tree Wealth Management, LLC	0.10%	Add +14.1%	5,051	$407K
Mosaic Family Wealth Partners, LLC	0.07%	No change	5,041	$406K
O'ROURKE & COMPANY, Inc	0.24%	Add +21.6%	5,039	$406K
Tenon Financial LLC	0.34%	—	5,035	$406K
GoalVest Advisory LLC	0.13%	Add +1118.5%	5,008	$404K
Heirloom Wealth Management	0.14%	Reduce -32.7%	5,005	$404K
Fiduciary Family Office, LLC	0.16%	Reduce -10.7%	5,000	$403K
Trexquant Investment LP	0.01%	Reduce -50.5%	4,993	$403K
Leading Edge Financial Planning LLC	0.18%	Reduce -35.7%	4,990	$402K
Alley Investment Management Company, LLC	0.06%	Reduce -0.1%	4,985	$402K
Financial Perspectives, Inc	0.15%	Add +9.7%	4,971	$401K
Redwood Financial Network Corp	0.35%	Reduce -32.6%	4,923	$397K
Castle Wealth Management LLC	0.21%	No change	4,888	$394K
Carson Advisory Inc.	0.28%	Reduce -6.1%	4,864	$392K
Grant/GrossMendelsohn, LLC	0.18%	New	4,881	$388K
RMR Wealth Builders	0.05%	Add +6.2%	4,812	$388K
Rosenberg Matthew Hamilton	0.11%	Reduce -26.9%	4,836	$388K
HM Payson & Co.	0.01%	Reduce -2.1%	4,787	$386K
Essex Bank	0.11%	No change	5,069	$386K
Guild Investment Management, Inc.	0.49%	New	4,780	$385K
Financial Advocates Investment Management	0.02%	Add +14.8%	4,807	$384K
Carret Asset Management, LLC	0.05%	Add +21.9%	4,762	$384K
Ellis Investment Partners, LLC	0.08%	Reduce -24.8%	4,734	$382K
Planned Solutions, Inc.	0.19%	Add +4.3%	4,720	$381K
AlphaMark Advisors, LLC	0.13%	Add +7.8%	4,717	$380K
Ballast, Inc.	0.12%	No change	4,700	$379K
LGT Financial Advisors LLC	0.44%	Reduce -21.3%	4,691	$378K
Omega Financial Group, LLC	0.15%	Add +0.8%	4,682	$378K
Legacy Advisory Services, LLC	0.36%	Reduce -9.3%	4,672	$377K
Silver Lake Advisory, LLC	0.09%	New	4,650	$375K
Grandview Asset Management LLC	0.17%	Reduce -2.9%	4,642	$374K
Foster & Motley Inc.	0.03%	Reduce -5.7%	4,616	$372K
RKL Wealth Management LLC	0.04%	Reduce -7.5%	4,596	$371K
Del-Sette Capital Management, LLC	0.30%	Reduce -27.1%	4,567	$368K
Cornerstone Wealth Group, LLC	0.03%	New	4,543	$366K
Argus Investors' Counsel, Inc.	0.22%	Add +0.5%	4,493	$362K
Successful Portfolios LLC	0.25%	Add +9.9%	4,475	$361K
Busey Bank	0.01%	Add +69.5%	4,467	$360K
Oldfather Financial Services, LLC	0.15%	New	4,451	$359K
Capital Advisors, Ltd. LLC	0.05%	Add +0.1%	4,435	$358K
Compass Advisory Group LLC	0.16%	Reduce -35.8%	4,430	$357K
Security National Bank of So Dak	0.21%	No change	4,429	$357K
TD Capital Management LLC	0.04%	Add +9.5%	4,423	$357K
Herold Advisors, Inc.	0.09%	Add +32.4%	4,417	$356K
Brick & Kyle, Associates	0.16%	Reduce -10.4%	4,421	$352K
Zacks Investment Management	0.00%	Reduce -43.0%	4,353	$351K
Finer Wealth Management, Inc.	0.23%	Reduce -8.1%	4,346	$350K
WMS Partners, LLC	0.02%	Add +0.2%	4,332	$349K
Cape Cod Five Cents Savings Bank	0.03%	No change	4,325	$349K
Old North State Wealth Management, LLC	0.23%	Add +2.0%	4,321	$348K
O'Dell Group, LLC	0.09%	Add +0.7%	4,308	$347K
Atlas Financial Advisors, Inc.	0.54%	Add +14.2%	4,275	$345K
LaSalle St. Investment Advisors, LLC	0.19%	Reduce -16.6%	4,272	$344K
River Wealth Advisors LLC	0.05%	Add +32.0%	4,264	$344K
McIlrath & Eck, LLC	0.05%	Reduce -27.1%	4,247	$342K
Stone Summit Wealth LLC	0.12%	Add +5.6%	4,239	$342K
Bogart Wealth, LLC	0.02%	Reduce -11.6%	4,229	$341K
Obermeyer Wealth Partners	0.02%	Reduce -12.8%	4,223	$341K
Tudor Investment Corporation	0.00%	New	4,209	$339K
Durante & Waters, LLC	0.31%	No change	4,200	$339K
Heritage Wealth Advisors	0.02%	Add +2694.7%	4,192	$338K
Lantern Wealth Advisors, LLC	0.24%	Add +35.1%	4,157	$335K
Montag & Caldwell, LLC	0.06%	New	4,084	$329K
KFG Wealth Management, LLC	0.14%	New	4,079	$329K
Capital Advisors Wealth Management, LLC	0.07%	Reduce -7.4%	4,073	$328K
Armstrong Advisory Group, Inc.	0.03%	No change	4,270	$325K
Johnson Bixby & Associates, LLC	0.06%	Add +0.1%	4,008	$323K
BlackRock Inc.	0.00%	Reduce -30.4%	4,001	$323K
Wynn Capital, LLC	0.25%	No change	4,000	$323K
Proficio Capital Partners LLC	0.04%	Reduce -14.8%	4,000	$323K
Bar Harbor Wealth Management	0.02%	Reduce -33.3%	4,000	$323K
Whittier Trust Co. of Nevada Inc.	0.01%	No change	3,994	$322K
St. Louis Trust Co	0.05%	Reduce -33.9%	4,155	$322K
TFB Advisors LLC	0.12%	New	4,171	$321K
Element Wealth, LLC	0.19%	Add +8.6%	3,975	$321K
Seelaus Asset Management LLC	0.33%	Add +0.6%	3,943	$318K
Pegasus Asset Management, Inc.	0.10%	Add +4.5%	3,939	$318K
Straight Path Wealth Management	0.18%	No change	3,929	$317K
Stevard, LLC	0.28%	Reduce -38.7%	3,921	$316K
Headlands Technologies LLC	0.08%	Add +221.9%	3,902	$315K
Beaird Harris Wealth Management, LLC	0.03%	Add +0.0%	3,902	$315K
Bantamac Capital, LLC	0.18%	Add +21.9%	3,900	$314K
Team Hewins, LLC	0.13%	Add +6.3%	3,885	$313K
GW Henssler & Associates Ltd.	0.02%	Reduce -8.1%	3,845	$310K
Tidal Investments LLC	0.01%	New	3,843	$310K
Procyon Advisors, LLC	0.02%	Reduce -13.6%	3,835	$309K
Thompson Davis & Co., Inc.	0.21%	Add +0.5%	3,832	$309K
NovaPoint Capital, LLC	0.11%	Reduce -2.7%	3,807	$307K
McElhenny Sheffield Capital Management, LLC	0.11%	No change	3,805	$307K
GTS Securities LLC	0.01%	Add +14.5%	3,800	$306K
Gerber, LLC	0.26%	No change	3,789	$306K
Sightline Wealth Advisors, LLC	0.20%	New	3,765	$304K
AA Financial Advisors, LLC	0.12%	Add +32.9%	3,743	$302K
Acorn Financial Advisory Services Inc.	0.06%	Reduce -30.1%	3,740	$302K
GFG Capital, LLC	0.08%	No change	3,736	$301K
L. Roy Papp & Associates, LLP	0.04%	No change	3,725	$300K
D L Carlson Investment Group Inc.	0.06%	Reduce -0.2%	3,705	$299K
Westmount Partners, LLC	0.11%	Reduce -11.5%	3,703	$299K
Wealth Effects LLC	0.11%	Add +2.6%	3,680	$297K
Edgestream Partners, L.P.	0.01%	Reduce -61.3%	3,669	$296K
Leisure Capital Management	0.15%	Reduce -1.5%	3,661	$295K
Calamos Wealth Management LLC	0.02%	Add +0.2%	3,634	$293K
Councilor Wealth, LLC	0.15%	Add +0.8%	3,613	$291K
National Wealth Management Group, LLC	0.23%	Add +5.9%	3,610	$291K
JB Capital LLC	0.02%	Reduce -56.5%	3,603	$290K
Northcape Wealth Management, LLC	0.11%	No change	3,600	$290K
HFG Advisors, Inc.	0.26%	No change	3,590	$289K
Harmony Asset Management LLC	0.12%	Add +33.5%	3,574	$288K
Tanglewood Wealth Management, Inc.	0.04%	No change	3,559	$287K
Crescent Grove Advisors, LLC	0.03%	Reduce -38.7%	3,553	$286K
Evercore Wealth Management, LLC	0.00%	No change	3,528	$284K
Morris Financial Concepts, Inc.	0.14%	No change	3,515	$283K
Delta Asset Management LLC	0.03%	Reduce -7.0%	3,501	$282K
Equita Financial Network, Inc.	0.13%	New	3,495	$282K
Meridian Wealth Advisors, LLC	0.05%	No change	3,491	$281K
Tenret Co LLC	0.20%	No change	3,488	$281K
Badgley Phelps Wealth Managers, LLC	0.01%	Reduce -11.1%	3,457	$279K
Jackson Hole Capital Partners, LLC	0.06%	Reduce -24.4%	3,454	$278K
WealthCollab, LLC	0.21%	Reduce -2.7%	3,452	$278K
Hutchens & Kramer Investment Management Group, LLC	0.16%	Add +1.4%	3,468	$278K
First Foundation Advisors	0.01%	Reduce -1.6%	3,420	$276K
Parkside Financial Bank & Trust	0.04%	Add +0.4%	3,412	$275K
Harbor Advisory Corp.	0.09%	No change	3,409	$275K
GRIMES & Co WEALTH MANAGEMENT, LLC	0.01%	Add +5.7%	3,408	$275K
1900 Wealth Management LLC	0.02%	Add +0.8%	3,391	$273K
Acropolis Investment Management, LLC	0.02%	Reduce -1.2%	3,370	$272K
GC Wealth Management RIA, LLC	0.05%	No change	3,345	$270K
Security National Bank of Sioux City Iowa	0.19%	Add +1.2%	3,335	$269K
Waterford Advisors, LLC	0.11%	No change	3,329	$268K
Clark Asset Management, LLC	0.08%	Reduce -41.2%	3,327	$268K
American Capital Advisory, LLC	0.23%	Reduce -41.5%	3,663	$268K
West Financial Advisors, LLC	0.06%	No change	3,322	$268K
Resonant Capital Advisors, LLC	0.02%	Add +4.2%	3,316	$267K
Forvis Mazars Wealth Advisors, LLC	0.01%	Add +0.8%	3,311	$267K
Sensible Money, LLC	0.14%	Add +0.1%	3,309	$267K
Girard Partners LTD.	0.02%	Reduce -8.4%	3,274	$264K
My Legacy Advisors, LLC	0.09%	Reduce -19.7%	3,270	$264K
Vigilare Wealth Management	0.13%	Reduce -21.1%	3,266	$263K
CNB Bank	0.13%	Reduce -9.5%	3,261	$263K
Manchester Financial Inc.	0.07%	Reduce -9.1%	3,250	$262K
Strategic Financial Partners, Ltd.	0.14%	Add +0.8%	3,205	$258K
Howland Capital Management LLC	0.01%	New	3,205	$258K
Raub Brock Capital Management LP	0.05%	Reduce -90.5%	3,185	$257K
Wolff Wiese Magana LLC	0.22%	Add +0.5%	3,175	$256K
TCI Wealth Advisors, Inc.	0.03%	New	3,170	$256K
Main Street Group, LTD	0.12%	Add +26.2%	3,173	$255K
Klingman & Associates, LLC	0.02%	No change	3,154	$254K
Samalin Investment Counsel, LLC	0.12%	Add +0.8%	3,145	$254K
Rehmann Capital Advisory Group	0.02%	Add +3.8%	3,137	$253K
Pacific Center for Financial Services	0.07%	Add +0.8%	3,096	$250K
Neuberger Berman Group LLC	0.00%	Reduce -13.2%	3,090	$249K
R. W. Roge & Company, Inc.	0.15%	No change	3,059	$247K
Concentric Wealth Management, LLC	0.07%	Add +0.5%	3,063	$247K
Wealthspan Partners, LLC	0.15%	New	3,056	$246K
Summit Trail Advisors, LLC	0.01%	No change	3,043	$245K
Bfsg, LLC	0.03%	Reduce -20.9%	3,035	$245K
Robertson Stephens Wealth Management, LLC	0.01%	New	3,031	$244K
Financial Synergies Wealth Advisors, Inc.	0.03%	Add +213.8%	3,028	$244K
Safeguard Investment Advisory Group, LLC	0.08%	New	3,026	$244K
Patrick M Sweeney & Associates, Inc.	0.20%	Add +2.9%	3,021	$244K
Outlook Wealth Advisors, LLC	0.07%	No change	2,995	$241K
Stokes Family Office, LLC	0.03%	Add +0.1%	2,991	$241K
Guardian Wealth Advisors, LLC / NC	0.03%	Reduce -3.2%	2,980	$240K
Strategy Asset Managers LLC	0.05%	Add +6.3%	2,972	$240K
Wealth Alliance Advisory Group, LLC	0.06%	No change	2,970	$239K
Provident Wealth Management, LLC	0.09%	New	2,969	$239K
Martin Capital Partners, LLC	0.09%	No change	2,968	$239K
Mason & Associates Inc	0.06%	Add +4.4%	2,962	$239K
TFG Advisers LLC	0.09%	New	2,955	$238K
Objective Capital Management, LLC	0.16%	No change	2,954	$238K
Flagstar Securities, Inc.	0.07%	Reduce -0.9%	2,951	$238K
Perennial Advisors, LLC	0.06%	No change	2,950	$238K
Roberts Glore & Co. Inc.	0.07%	No change	2,945	$237K
Treynor Bancshares, Inc.	0.14%	Reduce -2.5%	2,941	$237K
Legacy Financial Group LLC	0.05%	New	2,936	$237K
Executive Wealth Management, LLC	0.02%	Reduce -23.8%	2,947	$236K
Mather Group, Llc.	0.00%	Reduce -1.1%	3,100	$236K
Larson Financial Group LLC	0.02%	Add +9.7%	2,925	$236K
Blue Chip Partners, LLC	0.02%	Add +0.4%	2,919	$235K
Wealth Group, Ltd.	0.18%	—	2,900	$234K
Accordant Advisory Group Inc	0.17%	—	2,900	$234K
MinichMacGregor Wealth Management, LLC	0.06%	Add +0.4%	2,913	$233K
WESPAC Advisors SoCal, LLC	0.06%	Add +9.4%	2,895	$233K
Peregrine Asset Advisers, Inc.	0.09%	No change	2,888	$233K
Keystone Financial Group	0.03%	Add +0.2%	2,872	$232K
Magnus Financial Group LLC	0.03%	New	2,861	$231K
Eagle Rock Investment Company, LLC	0.04%	Add +2.2%	2,852	$230K
Nicolet Bankshares Inc.	0.05%	New	2,819	$227K
Summit Securities Group LLC	0.10%	New	2,800	$226K
DCM Advisors, LLC	0.09%	No change	2,801	$226K
InterOcean Capital Group, LLC	0.01%	Reduce -31.4%	2,770	$223K
Continental Investors Services, Inc.	0.53%	New	2,781	$223K
Etesian Wealth Advisors, Inc.	0.13%	Reduce -4.5%	2,763	$223K
Sunflower Bank, N.A.	0.05%	Reduce -2.4%	2,757	$222K
T. Rowe Price Associates Inc.	0.00%	New	2,750	$222K
ETF Portfolio Partners, Inc.	0.07%	Add +0.4%	2,742	$221K
Buska Wealth Management, LLC	0.10%	—	2,733	$220K
Pure Financial Advisors, LLC	0.01%	New	2,729	$220K
Zega Financial, LLC	0.09%	Reduce -14.9%	2,722	$219K
Lansing Street Advisors	0.10%	New	2,721	$219K
Graypoint LLC	0.02%	Reduce -45.4%	2,714	$219K
Sovereign Financial Group, Inc.	0.06%	New	2,711	$219K
UMB Bank, n.a.	0.00%	No change	2,700	$218K
Synergy Financial Group, LTD	0.25%	Reduce -7.7%	2,698	$218K
Forum Financial Management, LP	0.00%	New	2,687	$217K
Glenmede Trust Co. NA	0.00%	Reduce -25.9%	2,687	$217K
Destination Wealth Management	0.01%	Reduce -20.6%	2,684	$216K
Select Asset Management & Trust	0.09%	Reduce -50.7%	2,677	$216K
Trilogy Capital Inc.	0.01%	New	2,673	$216K
Pine Haven Investment Counsel, Inc	0.19%	New	2,666	$215K
Covenant Asset Management, LLC	0.05%	New	2,654	$214K
Caprock Group, LLC	0.01%	New	2,646	$213K
Precedent Wealth Partners, LLC	0.09%	Reduce -10.0%	2,636	$213K
Peak Financial Management, Inc.	0.07%	New	2,635	$212K
BSW Wealth Partners	0.04%	New	2,632	$212K
Gimbal Financial	0.17%	New	2,625	$212K
Allied Investment Advisors, LLC	0.05%	New	2,623	$211K
Morton Capital Management LLC	0.06%	New	2,617	$211K
Williams Jones Wealth Management, LLC.	0.00%	New	2,610	$210K
Operose Advisors LLC	0.07%	No change	2,609	$210K
Bernardo Wealth Planning LLC	0.06%	New	2,607	$210K
Bell Bank	0.02%	New	2,606	$210K
Lazari Capital Management, Inc.	0.11%	New	2,600	$210K
Kayne Anderson Rudnick Investment Management LLC	0.00%	No change	2,585	$209K
Baltimore-Washington Financial Advisors, Inc.	0.01%	New	2,577	$208K
Toth Financial Advisory Corp.	0.03%	Add +4.3%	2,575	$208K
1834 Investment Advisors Co.	0.02%	New	2,572	$207K
Smith Salley Wealth Management	0.02%	Reduce -3.3%	2,564	$207K
Trust Co. of Vermont	0.01%	No change	2,558	$206K
Wagner Wealth Management, LLC	0.06%	Add +0.8%	2,548	$205K
Vanguard Capital Wealth Advisors	0.14%	New	2,547	$205K
Archford Capital Strategies, LLC	0.03%	New	2,528	$204K
TMD Wealth Management, LLC	0.05%	New	2,520	$203K
Apella Capital, LLC	0.01%	New	2,542	$202K
Aberdeen Wealth Management LLC	0.12%	No change	2,500	$202K
Peak Asset Management, LLC	0.04%	New	2,500	$202K
Brown Brothers Harriman & Co.	0.00%	Add +6137.5%	2,495	$201K
Adero Partners, LLC	0.02%	New	2,483	$200K
MeadowBrook Investment Advisors LLC	0.19%	No change	2,469	$199K
Financial Freedom, LLC	0.12%	Add +0.5%	2,421	$195K
Abound Wealth Management	0.07%	Reduce -3.6%	2,401	$194K
Glassman Wealth Services	0.04%	Add +7.2%	2,398	$193K
Tortoise Investment Management, LLC	0.02%	Add +221.9%	2,356	$190K
Providence Capital Advisors, LLC	0.04%	Reduce -22.8%	2,300	$185K
Studio Investment Management LLC	0.04%	Add +37.3%	2,221	$179K
Harbor Investment Advisory, LLC	0.02%	Add +21.3%	2,168	$175K
Hendershot Investments Inc.	0.02%	No change	2,150	$173K
Sound Income Strategies, LLC	0.01%	Add +44.6%	2,149	$173K
Coston, McIsaac & Partners	0.05%	Add +4.3%	2,079	$167K
West Paces Advisors Inc.	0.04%	Add +0.7%	1,981	$160K
Plante Moran Financial Advisors, LLC	0.02%	Add +0.8%	1,969	$159K
Woodmont Investment Counsel LLC	0.01%	New	1,940	$156K
Realta Investment Advisors	0.03%	Reduce -86.2%	1,935	$156K
Evermay Wealth Management LLC	0.02%	Add +1.8%	1,894	$153K
Transcendent Capital Group LLC	0.09%	Add +12.2%	1,892	$153K
Roble, Belko & Company, Inc	0.03%	Add +13.8%	1,867	$151K
SJS Investment Consulting Inc.	0.03%	Reduce -63.2%	1,858	$150K
First Personal Financial Services	0.03%	No change	1,677	$135K
Clear Investment Research, LLC	0.18%	Add +0.1%	1,670	$135K
Activest Wealth Management	0.06%	New	1,630	$131K
Highlander Capital Management, LLC	0.05%	No change	1,585	$128K
Jamison Private Wealth Management, Inc.	0.02%	Reduce -6.5%	1,574	$127K
Custom Portfolio Group LLC	0.10%	No change	2,370	$127K
Caldwell Sutter Capital, Inc.	0.06%	Add +188.9%	1,560	$126K
Icon Wealth Advisors, LLC	0.01%	No change	1,549	$125K
NFSG Corp	0.05%	Reduce -28.8%	1,517	$122K
Palouse Capital Management, Inc.	0.08%	New	1,492	$120K
Tompkins Financial Corp.	0.01%	Add +61.5%	1,476	$119K
Red Tortoise LLC	0.06%	Add +0.1%	1,442	$116K
GAMMA Investing LLC	0.02%	No change	1,410	$114K
Mogy Joel R Investment Counsel Inc.	0.01%	New	1,385	$112K
MassMutual Private Wealth & Trust, FSB	0.00%	Reduce -97.9%	1,381	$111K
Vima LLC	0.13%	Reduce -2.6%	1,522	$111K
LRI Investments, LLC	0.03%	—	1,365	$110K
Prestige Wealth Management Group LLC	0.02%	No change	1,244	$100K
Peachtree Investment Partners, LLC	0.04%	Add +0.7%	1,230	$99K
Hanson & Doremus Investment Management	0.02%	No change	1,204	$97K
Ulland Investment Advisors, LLC	0.08%	Reduce -24.9%	1,195	$96K
Ballast Advisors LLC	0.03%	No change	1,187	$96K
Vestor Capital, LLC	0.01%	New	1,180	$95K
Balentine LLC	0.00%	Reduce -76.5%	1,148	$93K
Avalon Trust Co	0.01%	No change	1,140	$92K
Center for Financial Planning, Inc.	0.01%	Reduce -24.4%	1,129	$91K
Sittner & Nelson, LLC	0.04%	No change	1,048	$85K
Gilliland Jeter Wealth Management LLC	0.03%	New	1,039	$84K
Quadrant Capital Group LLC	0.01%	New	1,015	$82K
Hantz Financial Services, Inc.	0.00%	No change	1,000	$81K
Valued Wealth Advisors LLC	0.06%	New	1,000	$81K
Albion Financial Group	0.01%	No change	1,000	$81K
Glen Eagle Advisors, LLC	0.01%	Add +17.5%	975	$79K
Indiana Trust & Investment Management Co	0.03%	No change	929	$75K
Allspring Global Investments Holdings, LLC	0.00%	Reduce -60.4%	911	$73K
Laurel Wealth Advisors LLC	0.01%	No change	900	$73K
Tucker Asset Management LLC	0.02%	No change	892	$72K
Cardiff Park Advisors, LLC	0.01%	Add +253.6%	891	$72K
Federation des caisses Desjardins du Quebec	0.00%	No change	875	$71K
Russell Investments Group, Ltd.	0.00%	New	831	$67K
Tyler-Stone Wealth Management	0.03%	Reduce -20.3%	829	$67K
Riggs Asset Managment Co. Inc.	0.02%	Add +0.8%	791	$64K
MCF Advisors LLC	0.00%	Reduce -38.5%	780	$63K
Global Trust Asset Management, LLC	0.03%	No change	762	$61K
Vermillion & White Wealth Management Group, LLC	0.05%	New	748	$60K
JFS Wealth Advisors, LLC	0.00%	No change	739	$60K
Global Wealth Strategies & Associates	0.02%	Add +2.8%	730	$59K
Spotlight Asset Group, Inc.	0.04%	No change	700	$56K
Lindbrook Capital, LLC	0.01%	No change	691	$56K
Wetzel Investment Advisors, Inc.	0.03%	No change	733	$56K
Proffitt & Goodson Inc.	0.01%	New	650	$52K
JDM Financial Group LLC	0.04%	Add +0.3%	623	$50K
Addison Advisors LLC	0.02%	No change	621	$50K
Van Den Berg Management I, Inc.	0.01%	No change	609	$49K
Founders Capital Management	0.03%	No change	600	$48K
Archer Investment Corp	0.01%	Add +0.2%	594	$48K
Venturi Wealth Management, LLC	0.00%	Add +0.2%	578	$47K
Clean Yield Group	0.02%	No change	566	$46K
Baldwin Wealth Partners LLC	0.00%	No change	549	$44K
True Wealth Design, LLC	0.01%	Add +0.4%	524	$42K
Koesten, Hirschmann & Crabtree, INC.	0.03%	No change	500	$40K
MTM Investment Management, LLC	0.02%	New	474	$38K
Westside Investment Management, Inc.	0.01%	New	400	$32K
Bear Mountain Capital, Inc.	0.01%	Reduce -6.4%	421	$32K
Raleigh Capital Management Inc.	0.01%	No change	392	$32K
Signature Resources Capital Management, LLC	0.03%	No change	415	$32K
Voisard Asset Management Group, Inc.	0.02%	No change	375	$30K
Angeles Wealth Management, LLC	0.00%	Reduce -0.6%	355	$29K
IFS Advisors, LLC	0.02%	Reduce -2.8%	347	$28K
MilWealth Group LLC	0.01%	No change	330	$27K
Ritter Daniher Financial Advisory LLC / DE	0.01%	No change	325	$26K
Davidson Capital Management Inc.	0.01%	No change	321	$26K
CarsonAllaria Wealth Management, Ltd.	0.02%	New	321	$26K
First Horizon Advisors, Inc.	0.00%	Reduce -59.0%	320	$26K
PSI Advisors, LLC	0.01%	Add +33.3%	320	$26K
Central Pacific Bank - Trust Division	0.00%	—	316	$25K
Oliver Lagore Vanvalin Investment Group	0.01%	Add +3020.0%	312	$25K
Emfo, LLC	0.02%	Add +0.7%	306	$25K
Oakworth Capital, Inc.	0.00%	No change	299	$24K
Security National Bank	0.00%	Add +9.2%	296	$24K
Optimum Investment Advisors	0.01%	Add +0.7%	287	$23K
Joseph Group Capital Management	0.01%	New	279	$22K
Quent Capital, LLC	0.00%	Add +0.7%	277	$22K
Ameritas Investment Partners, Inc.	0.00%	Reduce -17.9%	275	$22K
City State Bank	0.01%	Add +35.0%	270	$22K
Transamerica Financial Advisors, LLC	0.00%	Reduce -98.1%	268	$22K
Phillips Financial Management, LLC	0.00%	No change	270	$22K
First Community Trust NA	0.02%	No change	268	$22K
Sugarloaf Wealth Management, LLC	0.00%	New	267	$22K
Castleview Partners, LLC	0.01%	Add +251.3%	267	$22K
Moisand Fitzgerald Tamayo, LLC	0.00%	Reduce -37.4%	264	$21K
PrairieView Partners, LLC	0.00%	Reduce -16.4%	254	$21K
Dunhill Financial, LLC	0.02%	No change	259	$21K
WASHINGTON TRUST Co	0.00%	Reduce -10.9%	245	$20K
Jackson, Grant Investment Advisers, Inc.	0.01%	Add +0.8%	240	$19K
Morton Brown Family Wealth, LLC	0.01%	No change	225	$18K
Covestor Ltd	0.01%	Reduce -4.2%	226	$18K
Birchbrook, Inc.	0.01%	Reduce -39.4%	217	$17K
West Branch Capital LLC	0.01%	Reduce -18.4%	204	$16K
DT Investment Partners, LLC	0.00%	Add +3920.0%	201	$16K
New England Capital Financial Advisors LLC	0.01%	No change	200	$16K
Steph & Co.	0.01%	No change	200	$16K
Hollencrest Capital Management	0.00%	No change	197	$16K
Windsor Advisory Group, LLC	0.04%	No change	189	$15K
Perritt Capital Management Inc	0.01%	New	175	$14K
Caitlin John, LLC	0.01%	Reduce -3.3%	174	$14K
Tradewinds Capital Management, LLC	0.00%	Reduce -51.4%	170	$14K
Impact Partnership Wealth, LLC	0.01%	No change	161	$13K
Biltmore Family Office, LLC	0.00%	No change	150	$12K
Hexagon Capital Partners LLC	0.00%	Reduce -2.7%	146	$12K
Legacy Bridge, LLC	0.01%	No change	139	$11K
M&R Capital Management Inc.	0.00%	Reduce -85.4%	135	$11K
Washington Trust Advisors, Inc.	0.00%	No change	125	$10K
Financial Management Professionals, Inc.	0.00%	No change	125	$10K
Naples Money Management LLC	0.01%	Add +0.9%	116	$9K
Avion Wealth	0.00%	Reduce -75.7%	106	$9K
Kozak & Associates, Inc.	0.00%	Add +1.0%	102	$8K
RFP Financial Group LLC	0.00%	No change	100	$8K
Hartford Financial Management Inc.	0.00%	No change	100	$8K
Institutional & Family Asset Management, LLC	0.00%	No change	94	$8K
Bray Capital Advisors	0.00%	Add +40.6%	90	$7K
Lowe Wealth Advisors, LLC	0.00%	No change	75	$6K
Western Pacific Wealth Management, LP	0.00%	No change	68	$5K
Balefire, LLC	0.00%	No change	67	$5K
WR Wealth Planners, LLC	0.00%	New	64	$5K
HighMark Wealth Management LLC	0.00%	No change	61	$5K
Citizens National Bank Trust Department	0.00%	No change	60	$5K
Creative Capital Management Investments LLC	0.00%	No change	51	$4K
Frazier Financial Advisors, LLC	0.00%	Reduce -15.3%	50	$4K
Chilton Capital Management LLC	0.00%	No change	50	$4K
Redmont Wealth Advisors LLC	0.01%	New	49	$4K
Annapolis Financial Services, LLC	0.00%	Reduce -95.7%	48	$4K
IAG Wealth Partners, LLC	0.00%	No change	48	$4K
Family Asset Management, LLC	0.00%	No change	31	$3K
Truvestments Capital LLC	0.00%	Reduce -88.6%	31	$3K
Private Wealth Management Group, LLC	0.00%	No change	28	$2K
Sanctuary Wealth Management, L.L.C.	0.00%	New	26	$2K
Silicon Valley Capital Partners	0.00%	New	25	$2K
Brown, Lisle/Cummings, Inc.	0.00%	No change	20	$2K
Nemes Rush Group LLC	0.00%	New	16	$1K
McClarren Financial Advisors, Inc.	0.00%	No change	8	$1K
Fairman Group, LLC	0.00%	No change	7	$554
NewSquare Capital LLC	0.00%	No change	5	$403
Versant Capital Management, Inc	0.00%	No change	2	$163

"% of holder's portfolio" is SCHD's weight in each manager's 13F, not the share of Schwab US DVD Equity ETF the manager owns.