Schwab US DVD Equity ETFSCHDETF

13F holders, Q2 2024 (June 30)

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

1,558holders −8

78new positions

95sold out

5famous investors

$76.84avg. 13F price*

At the end of Q2 2024, 1,558 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings, down 8 from Q1 2024. 78 opened new positions and 95 sold out. The largest holders were LPL Financial LLC ($869.4M), Charles Schwab Investment Management Inc. ($791.0M) and Morgan Stanley ($720.9M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 → Q2 2024

	Institutions	Total Value
New Positions	78	$115.3M
Exits	95	$191.6M

All 13F filers, Q1 2024 → Q2 2024: 26,174,244 shares bought and 16,188,881 shares sold, net +9,985,363 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,558 holders


LPL Financial LLC	0.43%	Add +3.1%	11,180,518	$869.4M
Charles Schwab Investment Management Inc.	0.15%	Add +2338.4%	10,172,722	$791.0M
Morgan Stanley	0.06%	Add +1.4%	9,270,886	$720.9M
Sumitomo Life Insurance Co.	15.68%	Add +41.5%	8,940,000	$677.6M
Avantax Advisory Services, Inc.	4.59%	Add +6.4%	8,271,469	$643.2M
Bank of America Corp.	0.06%	Add +5.4%	7,591,257	$590.3M
Ameriprise Financial Inc.	0.13%	Reduce -8.2%	6,128,817	$484.3M
Envestnet Asset Management Inc.	0.16%	Reduce -0.8%	6,049,838	$470.4M
Raymond James Financial Services Advisors, Inc.	0.65%	Add +2.4%	5,851,505	$455.0M
Northwestern Mutual Wealth Management Co.	0.45%	Reduce -4.3%	5,823,074	$452.8M
UBS Group AG	0.12%	Add +6.7%	5,008,248	$389.4M
Wealthfront Advisers LLC	1.30%	Reduce -3.0%	4,962,534	$385.9M
Wealthspire Advisors, LLC	4.90%	Reduce -2.2%	4,922,867	$382.8M
Orgel Wealth Management, LLC	8.79%	Add +0.8%	4,186,483	$325.5M
Commonwealth Equity Services, LLC	0.49%	Reduce -10.4%	3,984,218	$309.8M
Wells Fargo & Company	0.08%	Reduce -2.1%	3,932,275	$305.8M
Avantax Planning Partners, Inc.	8.93%	Reduce -0.7%	3,573,622	$277.9M
Wealth Enhancement Advisory Services, LLC	0.65%	Add +4.5%	3,527,701	$274.3M
Osaic Holdings, Inc.	0.62%	Reduce -19.7%	3,370,303	$262.1M
Royal Bank of Canada	0.05%	Reduce -26.6%	2,793,240	$217.2M
Mariner, LLC	0.33%	Reduce -2.5%	2,184,542	$169.9M
Cambridge Investment Research Advisors, Inc.	0.61%	Reduce -6.0%	2,132,380	$165.8M
Cetera Investment Advisers	0.35%	Reduce -6.1%	1,975,542	$153.6M
Cresset Asset Management, LLC	0.60%	Reduce -0.7%	1,804,826	$141.8M
Charles Schwab Trust Bank	100.00%	Reduce -1.9%	1,786,202	$138.9M
Keystone Financial Planning, Inc.	45.40%	Add +15.6%	1,764,133	$137.2M
Cassaday & Co Wealth Management LLC	4.26%	Add +3.1%	1,740,692	$135.4M
Raymond James & Associates	0.08%	Reduce -14.2%	1,655,296	$128.7M
HighTower Advisors, LLC	0.20%	Reduce -0.9%	1,631,688	$126.9M
MML Investors Services, LLC	0.51%	Add +4.3%	1,626,770	$126.5M
HHM Wealth Advisors, LLC	17.88%	Add +2.4%	1,528,115	$118.8M
Kestra Advisory Services, LLC	0.66%	Add +13.2%	1,524,689	$117.7M
JPMorgan Chase & Co.	0.01%	Reduce -61.4%	1,463,248	$113.8M
Creative Planning	0.11%	Add +1.3%	1,316,807	$102.4M
Baird Financial Group, Inc.	0.21%	Add +9.2%	1,287,258	$100.1M
Cullen/Frost Bankers, Inc.	1.43%	Add +0.4%	1,266,225	$98.5M
Corient Private Wealth LP	0.17%	Reduce -10.9%	1,257,330	$97.7M
Keybank National Association	0.39%	Reduce -2.8%	1,238,243	$96.3M
Diversified, LLC	10.81%	Add +4.9%	1,183,519	$92.0M
LVW Advisors, LLC	13.47%	Add +2.7%	1,176,875	$91.5M
Truist Financial Corp.	0.14%	Reduce -19.0%	1,158,918	$90.1M
Cerity Partners LLC	0.24%	Add +0.9%	1,134,067	$89.0M
Cwm, LLC	0.41%	Reduce -7.4%	1,123,463	$87.4M
Fifth Third Bancorp	0.33%	Reduce -6.4%	1,100,489	$85.6M
D.A. Davidson & Co.	0.74%	Add +2.2%	1,075,393	$83.6M
Focus Financial Network, Inc.	3.52%	Reduce -2.0%	999,883	$82.3M
Asset Advisors Investment Management, LLC	8.85%	Reduce -18.4%	1,045,039	$81.3M
Japan Science & Technology Agency	1.05%	No change	970,000	$75.4M
Ameritas Advisory Services, LLC	2.54%	Reduce -1.5%	865,824	$67.3M
Syntrinsic LLC	21.74%	Reduce -0.3%	842,135	$65.5M
Valmark Advisers, Inc.	1.11%	Add +2.1%	838,830	$65.2M
Stifel Financial Corp.	0.07%	Reduce -8.2%	806,608	$62.7M
Harbour Investments, Inc.	2.11%	Add +4.4%	803,956	$62.5M
Berger Financial Group, Inc	4.92%	Add +12.1%	792,999	$61.7M
Bouchey Financial Group, Ltd.	5.59%	Reduce -7.3%	753,901	$58.8M
CVA Family Office, LLC	10.57%	Add +1.8%	755,098	$58.7M
CGC Financial Services, LLC	23.50%	Add +2.4%	696,126	$54.1M
Marquette Asset Management, LLC	8.89%	Add +2.6%	672,258	$52.3M
Steward Partners Investment Advisory, LLC	0.54%	Add +9.5%	654,337	$50.9M
CENTRAL TRUST Co	1.25%	Reduce -39.1%	653,989	$50.9M
Pinnacle Associates Ltd.	0.79%	Add +1.3%	651,092	$50.6M
Gerber Kawasaki Wealth & Investment Management	2.51%	Reduce -2.2%	644,647	$50.1M
Howard Financial Services, LTD.	8.01%	Add +4.3%	628,375	$48.9M
Focus Partners Wealth	0.16%	Add +99.7%	619,696	$48.2M
Reliant Wealth Planning	21.71%	Add +3.0%	605,231	$47.1M
Summit Asset Management, LLC	5.49%	Add +2.8%	598,069	$46.5M
ESL Trust Services, LLC	11.11%	Add +4.6%	586,534	$45.6M
Allworth Financial LP	0.29%	Add +181.7%	549,437	$44.6M
Summit Financial Wealth Advisors, LLC	8.74%	Add +3.1%	554,841	$43.1M
Thrivent Financial for Lutherans	0.09%	Reduce -3.8%	544,555	$42.3M
Whelan Financial	18.69%	Add +2.5%	538,157	$41.8M
Securian Asset Management, Inc.	1.20%	No change	527,000	$41.0M
Spinnaker Investment Group, LLC	11.18%	Add +0.6%	521,543	$40.6M
Scott Capital Advisors, LLC	11.83%	Add +1.5%	519,106	$40.0M
Principle Wealth Partners LLC	3.04%	Reduce -2.1%	513,581	$39.9M
Legacy Financial Strategies, LLC	9.52%	Reduce -0.1%	513,262	$39.6M
Private Advisor Group, LLC	0.26%	Reduce -14.5%	503,956	$39.2M
HB Wealth Management, LLC	0.45%	Reduce -0.3%	499,959	$38.9M
Burkett Financial Services, LLC	19.85%	Add +0.5%	497,534	$38.7M
Main Street Financial Solutions, LLC	3.55%	Add +5.9%	485,052	$37.7M
True Link Financial Advisors, LLC	3.47%	Add +3.2%	481,262	$37.4M
Adamsbrown Wealth Consultants LLC	14.51%	Add +3.4%	479,299	$37.3M
Cedar Wealth Management, LLC	11.68%	Add +2.4%	462,695	$36.0M
Beacon Pointe Advisors, LLC	0.42%	Reduce -5.1%	455,908	$35.5M
Atria Wealth Solutions, Inc.	0.39%	Add +3.1%	449,838	$35.3M
Bokf, NA	0.63%	Add +8.7%	453,502	$35.3M
Merit Financial Group, LLC	0.78%	Reduce -34.0%	453,430	$35.3M
Richardson Capital Management LLC	26.89%	Add +3.7%	449,348	$34.9M
Evergreen Advisors, LLC	10.36%	Add +3.7%	445,174	$34.6M
Waverly Advisors, LLC	0.68%	Add +13.7%	443,965	$34.5M
Cornerstone Planning Group LLC	9.83%	Add +5.3%	434,166	$34.3M
NewEdge Advisors, LLC	0.25%	Add +11.6%	437,970	$34.1M
Victory Financial Group, LLC	15.82%	Add +10.4%	434,797	$33.8M
Olympus Wealth Management, LLC	10.46%	Add +80.8%	430,092	$33.4M
Equitable Holdings, Inc.	0.35%	Add +6.4%	429,491	$33.4M
Steele Capital Management, Inc.	1.86%	Reduce -3.1%	424,956	$33.4M
Wealthcare Advisory Partners LLC	1.04%	Reduce -3.4%	429,158	$33.4M
Founders Financial Securities LLC	3.10%	Add +0.9%	421,218	$32.8M
Assetmark, Inc.	0.10%	Add +385.1%	419,249	$32.6M
Venture Visionary Partners LLC	1.52%	Reduce -0.8%	417,441	$32.5M
Leelyn Smith, LLC	6.15%	Add +5.3%	409,035	$31.8M
Sunburst Financial Group, LLC	8.63%	Reduce -4.3%	408,947	$31.8M
Silver Coast Investments LLC	12.91%	Add +4.8%	405,829	$31.6M
Kohmann Bosshard Financial Services, LLC	4.19%	Reduce -29.1%	400,515	$31.1M
MAI Capital Management	0.31%	Add +53.5%	400,046	$31.1M
Vaughan David Investments LLC	0.76%	Add +2.7%	386,478	$30.1M
JNBA Financial Advisors	3.17%	Reduce -21.4%	386,172	$30.0M
Wealthspire Retirement, LLC	2.45%	Add +5.3%	375,511	$29.2M
Northwest Quadrant Wealth Management, LLC	7.06%	Add +4.1%	368,647	$28.7M
American Financial Advisors, LLC	4.01%	Add +5.2%	362,959	$28.2M
WFA Asset Management Corp	15.90%	Reduce -13.2%	362,054	$28.2M
Nadler Financial Group, Inc.	3.30%	Add +1.3%	361,428	$28.1M
Regimen Wealth, LLC	9.67%	Reduce -0.4%	361,110	$28.1M
Noble Family Wealth, LLC	8.07%	Add +3.8%	360,687	$28.0M
Lodestar Private Asset Management LLC	3.86%	Add +1.6%	360,347	$28.0M
Hudock, Inc.	5.21%	Add +1.0%	359,058	$27.9M
Blair William & Co.	0.09%	Add +278.0%	358,851	$27.9M
Walker Financial Services, Inc.	21.53%	Add +9.2%	354,217	$27.5M
Fiduciary Trust Co	0.41%	Reduce -48.8%	353,288	$27.5M
Integrated Advisors Network LLC	1.41%	Add +16.6%	351,871	$27.4M
Asset Allocation Strategies LLC	9.19%	Add +2.6%	351,669	$27.3M
Horizon Investments, LLC	0.75%	Add +4.2%	350,409	$27.2M
Planning Directions Inc.	18.44%	Add +4.0%	348,084	$27.1M
Integrated Wealth Concepts LLC	0.37%	Add +0.9%	344,343	$26.8M
Janney Montgomery Scott LLC	0.08%	Add +2.7%	341,335	$26.5M
Apexium Financial, LP	1.86%	Add +7.0%	331,548	$26.0M
CRA Financial Services, LLC	5.24%	Add +3.2%	333,860	$26.0M
Captrust Financial Advisors	0.08%	Add +1.1%	333,156	$25.9M
Aspire Capital Advisors LLC	8.35%	Add +2.1%	328,171	$25.5M
SRH Advisors, LLC	8.54%	Reduce -0.3%	327,878	$25.5M
Pinnacle Wealth Management Advisory Group, LLC	2.54%	Add +2.7%	316,767	$24.6M
Verus Financial Partners, Inc.	2.84%	Add +6.4%	314,126	$24.4M
Souders Financial Advisors	3.67%	Add +3.6%	313,121	$24.3M
ForthRight Wealth Management, LLC	8.58%	Add +8.2%	306,848	$23.9M
Intergy Private Wealth, LLC	9.75%	Add +5.4%	303,957	$23.6M
Carolinas Wealth Consulting LLC	4.55%	Add +2.4%	299,681	$23.6M
McCarthy Asset Management, Inc.	13.79%	Reduce -1.1%	300,761	$23.4M
AllGen Financial Advisors, Inc.	8.73%	Add +3.7%	295,954	$23.0M
Curi Capital, LLC	0.55%	Reduce -6.8%	294,717	$22.9M
Sanctuary Advisors, LLC	0.17%	—	295,281	$22.9M
Dakota Wealth Management	0.54%	Reduce -0.7%	291,758	$22.7M
Sigma Planning Corp	0.72%	Reduce -23.4%	292,246	$22.7M
Ausdal Financial Partners, Inc.	2.42%	Reduce -11.0%	290,866	$22.6M
Wealth Management Resources, Inc.	9.70%	Add +0.2%	290,440	$22.6M
Sweet Financial Partners, LLC	5.12%	Reduce -0.1%	288,074	$22.4M
Mercer Global Advisors Inc.	0.06%	Add +7.5%	286,320	$22.3M
Park Avenue Securities LLC	0.27%	Add +6.4%	283,518	$22.0M
Creekmur Asset Management LLC	5.68%	Add +45.4%	282,899	$22.0M
TrinityPoint Wealth, LLC	3.44%	Add +8.3%	282,896	$22.0M
Financial Insights, Inc.	6.10%	Add +1.1%	282,226	$21.9M
Eagle Capital Management, LLC	9.60%	Add +0.1%	280,241	$21.8M
Duncan Williams Asset Management, LLC	18.37%	Add +10.9%	280,211	$21.8M
Members Advisory Group LLC	11.56%	Reduce -9.3%	272,246	$21.2M
Pathstone Holdings, LLC	0.10%	Reduce -9.7%	272,128	$21.2M
Hengehold Capital Management LLC	2.16%	Reduce -25.2%	267,031	$20.8M
Modern Wealth Management, LLC	1.52%	New	264,840	$20.6M
Curran Financial Partners, LLC	6.88%	Add +3.5%	264,366	$20.6M
Capital Advantage, Inc.	4.21%	Add +3.2%	266,120	$20.5M
TD Private Client Wealth LLC	0.64%	Reduce -3.1%	261,243	$20.3M
Financial Consulate, Inc.	5.88%	Add +0.3%	258,180	$20.1M
Presidio Capital Management, LLC	13.92%	Reduce -4.4%	256,117	$19.9M
Manning & Napier Advisors LLC	0.22%	—	255,190	$19.8M
Janiczek Wealth Management, LLC	4.13%	Reduce -47.7%	251,447	$19.7M
Newman Dignan & Sheerar, Inc.	5.05%	Add +1.7%	251,612	$19.6M
OneDigital Investment Advisors LLC	0.24%	Reduce -8.2%	251,463	$19.6M
Tradition Wealth Management, LLC	1.87%	Reduce -23.4%	248,841	$19.3M
Whitegate Investment Counselors, Inc.	5.41%	Reduce -1.6%	245,181	$19.1M
Halpern Financial, Inc.	5.22%	Reduce -12.2%	244,370	$19.0M
Paradigm, Strategies in Wealth Management, LLC	11.59%	Add +6.7%	242,747	$18.9M
Clifford Group, LLC	15.23%	Reduce -4.5%	242,540	$18.9M
Koshinski Asset Management, Inc.	1.74%	Reduce -11.9%	242,792	$18.7M
Certified Advisory Corp	2.34%	Add +5.7%	239,735	$18.6M
PFG Advisors	1.24%	Add +1.8%	236,618	$18.4M
Bank of New York Mellon Corp	0.00%	Add +41.7%	235,964	$18.3M
Regal Investment Advisors LLC	1.21%	Add +2.0%	235,706	$18.3M
Exencial Wealth Advisors, LLC	0.69%	Add +0.2%	235,197	$18.3M
Aptus Capital Advisors, LLC	0.34%	Reduce -8.4%	233,018	$18.1M
Whitaker-Myers Wealth Managers, LTD.	6.62%	Add +1.1%	230,405	$17.9M
Towneley Capital Management, Inc / DE	4.20%	Add +11.8%	230,038	$17.9M
Graves Light Lenhart Wealth, Inc.	2.05%	Add +2.3%	231,026	$17.9M
Great Valley Advisor Group, Inc.	0.50%	Add +15.8%	228,974	$17.8M
First Command Advisory Services, Inc.	0.18%	Add +19.9%	226,307	$17.6M
Stephens Inc.	0.27%	Add +9.1%	225,473	$17.5M
RVW Wealth, LLC	1.72%	Add +3.4%	222,254	$17.3M
Waller Financial Planning Group, Inc.	4.64%	Add +3.1%	221,878	$17.3M
Axxcess Wealth Management, LLC	0.47%	Add +2.5%	221,334	$17.2M
Parallel Advisors, LLC	0.44%	Reduce -6.8%	221,289	$17.2M
Financial Guidance Group, Inc.	10.39%	Reduce -8.2%	217,471	$16.9M
Keudell/Morrison Wealth Management	4.93%	Add +24.5%	216,615	$16.8M
Nations Financial Group Inc, /Ia/	1.37%	Add +9.0%	216,079	$16.8M
Stratos Wealth Partners, LTD.	0.27%	Add +13.4%	214,835	$16.7M
Stratos Investment Management, LLC	1.38%	Add +2.4%	214,605	$16.7M
Schaeffer Financial LLC	18.05%	Reduce -1.5%	213,904	$16.6M
Mirae Asset Global Investments Co., Ltd.	0.08%	Add +84.9%	214,758	$16.6M
AdvisorNet Financial, Inc	1.50%	Add +9.4%	212,919	$16.6M
Mgo One Seven LLC	0.77%	Add +7.1%	209,668	$16.3M
Silvia McColl Wealth Management, LLC	13.42%	Add +1.1%	208,604	$16.2M
Global Retirement Partners, LLC	0.51%	Add +7.0%	208,235	$16.2M
LongView Wealth Management	5.90%	Add +11.9%	205,328	$16.0M
Advisory Services Network, LLC	0.32%	Add +1.0%	201,373	$15.7M
RFG Advisory, LLC	0.51%	Add +5.9%	200,377	$15.6M
Matrix Trust Co	3.48%	Reduce -7.6%	198,327	$15.4M
Leo Wealth, LLC	1.57%	Add +25.4%	199,151	$15.4M
Prosperity Consulting Group, LLC	2.07%	Reduce -3.2%	196,775	$15.3M
Prepared Retirement Institute LLC	10.14%	Add +6.3%	196,736	$15.3M
Kades & Cheifetz LLC	9.53%	Reduce -1.0%	194,876	$15.2M
Northeast Financial Group, Inc.	6.49%	Add +0.6%	194,681	$15.1M
Powers Advisory Group, LLC	8.22%	Add +7.1%	193,953	$15.1M
Kestra Private Wealth Services, LLC	0.30%	Add +11.8%	192,889	$15.0M
Skyline Advisors, Inc.	6.50%	Add +1.4%	192,291	$15.0M
Morton Community Bank	4.18%	Add +3.2%	190,344	$14.8M
Joule Financial, LLC	6.02%	Add +3.6%	188,323	$14.8M
Hunter Associates Investment Management LLC	2.49%	Add +28.4%	190,415	$14.8M
Christensen, King & Associates Investment Services, Inc.	7.24%	Reduce -3.2%	188,622	$14.7M
IFP Advisors, Inc	0.58%	Add +12.6%	187,960	$14.6M
Dagco, Inc.	6.44%	Add +1.9%	186,575	$14.5M
Mutual Advisors, LLC	0.44%	Reduce -8.6%	176,196	$14.5M
Integrated Investment Consultants, LLC	3.98%	No change	179,512	$14.5M
Cozad Asset Management Inc.	1.44%	Add +0.8%	185,131	$14.4M
Weitzel Financial Services, Inc.	7.14%	Add +2.1%	184,835	$14.3M
First National Corp. /Ma/	3.36%	Add +4.4%	181,467	$14.1M
Sound View Wealth Advisors Group, LLC	1.45%	Reduce -9.9%	180,781	$14.1M
CIBC Private Wealth Group LLC	0.03%	Add +0.8%	181,498	$14.0M
Leavell Investment Management, Inc.	0.76%	Reduce -6.8%	175,728	$13.8M
Lakeshore Financial Planning, Inc.	6.63%	Reduce -9.1%	174,635	$13.6M
Family Capital Management, Inc.	9.24%	Reduce -3.5%	174,398	$13.6M
Snowden Capital Advisors LLC	0.41%	Add +2.6%	172,128	$13.5M
Mfa Wealth Advisors, LLC	2.94%	Reduce -1.2%	172,703	$13.4M
Mendel Capital Management LLC	8.58%	Reduce -1.9%	170,741	$13.3M
Shorepoint Capital Partners LLC	3.10%	Reduce -2.3%	169,913	$13.2M
Pinkerton Wealth, LLC	1.99%	Reduce -29.2%	166,632	$13.0M
Legacy Edge Advisors, LLC	2.38%	Add +15.6%	165,902	$12.9M
Cooper Financial Group	1.89%	Add +8.0%	165,459	$12.9M
Columbia Advisory Partners LLC	12.53%	Reduce -5.1%	165,038	$12.8M
Capital Asset Advisory Services LLC	0.69%	Add +6.6%	164,262	$12.7M
Signature Estate & Investment Advisors LLC	0.31%	New	161,849	$12.6M
IHT Wealth Management, LLC	0.47%	Reduce -3.5%	161,197	$12.5M
Citigroup Inc.	0.01%	Reduce -9.1%	159,762	$12.4M
Investment Advisory Services Inc. /TX	4.54%	Add +0.5%	159,283	$12.4M
Financial Planning & Information Services, Inc.	1.88%	Add +12.5%	158,600	$12.3M
Thoroughbred Financial Services, LLC	0.82%	Add +11.8%	158,351	$12.3M
Strategic Blueprint, LLC	0.83%	Add +17.0%	156,289	$12.2M
Kiley Juergens Wealth Management, LLC	3.33%	Add +9.3%	154,052	$12.0M
Acorn Wealth Advisors, LLC	5.89%	Reduce -2.9%	153,183	$11.9M
Perigon Wealth Management, LLC	0.35%	Reduce -2.2%	153,025	$11.9M
New Insight Wealth Advisors	7.00%	Add +8.3%	152,959	$11.9M
Jaffetilchin Investment Partners, LLC	1.00%	Add +2.4%	150,545	$11.7M
Two Sigma Investments, LP	0.03%	New	149,500	$11.6M
Ledyard National Bank	1.12%	Add +15.7%	148,707	$11.6M
SevenBridge Financial Group, LLC	2.55%	Add +2.2%	145,502	$11.6M
Financial Counselors Inc.	0.19%	Reduce -2.3%	147,924	$11.5M
Southland Equity Partners LLC	3.27%	Add +101.9%	147,139	$11.4M
GSG Advisors LLC	4.03%	Add +2.7%	147,474	$11.4M
Jane Street Group, LLC	0.01%	Add +822.6%	146,343	$11.4M
Strategic Family Wealth Counselors, L.L.C.	4.29%	Add +4.9%	145,068	$11.3M
Goldman Sachs Group Inc.	0.00%	Reduce -15.9%	144,710	$11.3M
Mayfair Advisory Group, LLC	7.48%	Add +4.0%	138,656	$11.0M
Eagle Strategies LLC	2.09%	Add +595.9%	140,682	$10.9M
Courage Miller Partners, LLC	3.92%	Reduce -0.3%	140,087	$10.9M
Baker Ellis Asset Management LLC	1.63%	Reduce -0.0%	138,843	$10.8M
Sard Wealth Management Group, LLC	7.51%	Add +2160.6%	137,535	$10.7M
Canvas Wealth Advisors, LLC	3.30%	Add +3.6%	128,872	$10.7M
Blue Barn Wealth, LLC	5.93%	Add +3.0%	136,943	$10.7M
Prudential Financial Inc.	0.02%	Reduce -22.9%	136,503	$10.6M
Advisors Preferred, LLC	1.83%	Add +11.3%	136,410	$10.6M
Pittenger & Anderson Inc.	0.43%	Add +4.3%	135,172	$10.5M
Clay Northam Wealth Management, LLC	7.96%	Reduce -1.8%	134,991	$10.5M
Walled Lake Planning & Wealth Management, LLC	4.27%	Reduce -3.2%	134,281	$10.4M
Milestone Investment Advisors LLC	2.76%	Reduce -22.4%	133,621	$10.4M
Islay Capital Management, LLC	7.50%	Add +3.6%	133,028	$10.3M
FRG Family Wealth Advisors LLC	2.00%	Add +1.3%	130,150	$10.3M
Mesirow Financial Investment Management, Inc.	0.23%	Add +1.9%	131,525	$10.2M
First Merchants Corp.	0.41%	Reduce -5.4%	131,049	$10.2M
Onyx Bridge Wealth Group LLC	1.66%	Add +15.5%	129,739	$10.1M
Atria Investments, Inc	0.13%	Reduce -10.8%	129,361	$10.1M
Trinity Financial Advisors LLC	4.49%	Add +3.4%	127,664	$10.0M
Independent Financial Group, LLC	0.40%	Add +3.7%	128,975	$10.0M
Moneco Advisors, LLC	1.46%	Reduce -10.1%	127,584	$9.9M
Advisory Alpha, LLC	0.39%	Add +844.0%	127,329	$9.9M
Midwest Financial Group LLC	6.24%	Add +2.5%	126,161	$9.8M
Winthrop Advisory Group LLC	1.33%	Reduce -0.4%	125,818	$9.8M
Valley National Advisers Inc.	1.45%	Reduce -5.7%	125,366	$9.7M
Goepper Burkhardt LLC	4.41%	Add +1.7%	125,345	$9.7M
Rezny Wealth Management, Inc.	2.60%	New	125,052	$9.7M
Curbstone Financial Management Corp	2.11%	Add +4.4%	124,772	$9.7M
Focus Partners Advisor Solutions, LLC	0.25%	Add +4.6%	124,391	$9.7M
Hazlett, Burt & Watson, Inc.	4.96%	Add +0.9%	123,905	$9.6M
Avior Wealth Management, LLC	0.41%	Reduce -0.2%	123,552	$9.6M
DHJJ Financial Advisors, Ltd.	4.03%	Add +2.8%	122,861	$9.6M
United Capital Financial Advisors, LLC	0.08%	Reduce -12.7%	121,969	$9.5M
Pacific Capital Wealth Advisors, Inc.	1.72%	Add +111.0%	121,044	$9.4M
Choreo, LLC	0.16%	Add +34.4%	121,531	$9.4M
Principal Securities, Inc.	0.26%	Reduce -26.7%	120,570	$9.4M
Rockefeller Capital Management L.P.	0.03%	Reduce -10.8%	119,775	$9.3M
Meridian Financial Advisors, LLC	6.74%	Add +2.9%	119,718	$9.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	1.97%	Reduce -0.4%	119,008	$9.3M
Oppenheimer & Co. Inc.	0.15%	Add +10.7%	118,756	$9.2M
Sunbelt Securities, Inc.	0.93%	Add +6.8%	117,507	$9.1M
XML Financial, LLC	0.92%	Add +2.7%	117,319	$9.1M
Garden State Investment Advisory Services LLC	3.15%	Add +0.5%	115,959	$9.1M
Concourse Financial Group Securities, Inc.	0.57%	Add +6.8%	115,510	$9.1M
Spreng Capital Management, Inc.	4.69%	Reduce -1.8%	116,397	$9.1M
YHB Investment Advisors, Inc.	0.77%	Add +2.9%	114,933	$8.9M
Moneta Group Investment Advisors LLC	0.14%	Add +10.1%	114,871	$8.9M
Brookstone Capital Management	0.15%	Add +3.5%	107,681	$8.9M
Merkkuri Wealth Advisors LLC	8.15%	—	113,969	$8.9M
Bridgewealth Advisory Group, LLC	3.93%	Add +11.8%	113,955	$8.9M
Red Mountain Financial, LLC	10.67%	—	113,851	$8.9M
BlueChip Wealth Advisors LLC	5.19%	Add +1.6%	113,398	$8.8M
Coastwise Capital Group, LLC	8.51%	Reduce -3.1%	113,330	$8.8M
Sheets Smith Wealth Management	1.05%	Reduce -1.6%	113,204	$8.8M
Albion Financial Group	0.66%	Add +11202.5%	113,025	$8.8M
Paces Ferry Wealth Advisors, LLC	5.29%	Add +8.9%	112,820	$8.8M
Level Four Advisory Services, LLC	0.39%	Reduce -12.6%	112,074	$8.7M
Charles Schwab Trust Co	0.80%	Add +2.6%	111,042	$8.6M
Yelin Lapidot Holdings Management Ltd.	1.51%	No change	110,547	$8.6M
Davis Capital Management	7.30%	Reduce -2.0%	108,597	$8.4M
Verus Capital Partners, LLC	0.87%	Add +3.0%	108,003	$8.4M
Scotia Capital Inc.	0.05%	Reduce -3.4%	107,809	$8.4M
TruWealth Advisors, LLC	0.56%	Reduce -72.3%	107,620	$8.4M
Bell Investment Advisors, Inc	1.64%	Reduce -0.7%	107,431	$8.4M
HBW Advisory Services LLC	1.38%	Add +5.7%	106,796	$8.3M
Jones Financial Companies LLLP	0.01%	Add +1293.4%	106,274	$8.3M
CW Advisors, LLC	0.13%	Add +0.6%	105,742	$8.2M
Juncture Wealth Strategies, LLC	3.45%	Add +8.7%	105,741	$8.2M
Householder Group Estate & Retirement Specialist, LLC	2.31%	Add +6.9%	105,645	$8.2M
Benjamin F. Edwards & Company, Inc.	0.14%	Reduce -0.5%	105,276	$8.2M
Gunma Bank,Ltd.	6.81%	Reduce -12.5%	105,000	$8.2M
Northern Trust Corp.	0.00%	Add +23.8%	103,915	$8.1M
Robbins Farley	4.27%	Add +4.1%	103,456	$8.0M
MADDEN SECURITIES Corp	3.54%	Add +3.0%	102,937	$8.0M
Magnolia Capital Advisors LLC	4.47%	New	102,768	$8.0M
Edge Capital Group, LLC	0.39%	Add +0.7%	102,390	$8.0M
Curtis Advisory Group, LLC	2.77%	Add +18.2%	100,880	$7.8M
NBT Bank, N.A.	0.56%	Reduce -0.8%	100,846	$7.8M
Summit Global Investments	0.56%	Reduce -3.0%	100,024	$7.8M
Capasso Planning Partners LLC	2.53%	Add +197.7%	100,009	$7.8M
Strategic Investment Solutions, Inc.	2.49%	—	95,925	$7.7M
Joseph Group Capital Management	4.00%	Add +35404.3%	99,057	$7.7M
Cordgrass Capital Advisors, LLC	2.42%	Reduce -0.6%	98,989	$7.7M
Envestnet Portfolio Solutions, Inc.	0.03%	Add +3.3%	98,584	$7.7M
Old Port Advisors	2.29%	Add +7.1%	98,500	$7.7M
MTM Financial Group, LLC	4.88%	Reduce -5.2%	98,936	$7.6M
Global Financial Private Client, LLC	3.18%	Reduce -0.4%	97,777	$7.6M
John W. Brooker & Co., CPAs	3.80%	Reduce -0.8%	97,610	$7.6M
Dynamic Advisor Solutions LLC	0.24%	Reduce -13.2%	97,275	$7.6M
Fermata Advisors, LLC	1.74%	Add +2.0%	97,240	$7.6M
AE Wealth Management LLC	0.08%	Add +3.8%	96,893	$7.5M
Sowell Financial Services LLC	0.36%	Reduce -16.1%	95,257	$7.5M
Bensler, LLC	1.01%	Reduce -9.5%	96,204	$7.5M
Spire Wealth Management	0.26%	Reduce -3.3%	95,433	$7.4M
Integral Investment Advisors, Inc.	2.73%	Add +54.1%	95,945	$7.4M
Benchmark Financial Wealth Advisors, LLC	2.73%	Add +19.4%	94,938	$7.4M
New England Private Wealth Advisors LLC	1.29%	Reduce -4.0%	94,757	$7.4M
Ted Buchan & Co	3.95%	Add +0.9%	94,741	$7.4M
DAVENPORT & Co LLC	0.05%	Add +13.9%	94,706	$7.4M
TrueWealth Advisors, LLC	2.68%	Reduce -7.3%	93,036	$7.2M
FMR LLC	0.00%	Add +3.6%	91,851	$7.1M
Stonehearth Capital Management, LLC	3.04%	New	91,159	$7.1M
Financial Sense Advisors, Inc.	2.24%	Add +11.0%	90,947	$7.1M
MBA Advisors LLC	3.59%	Add +1.3%	90,304	$7.0M
Silver Oak Securities, Incorporated	1.05%	Reduce -10.3%	90,182	$7.0M
Bruce G. Allen Investments, LLC	5.79%	Reduce -1.5%	88,581	$6.9M
Patriot Investment Management Group, Inc.	0.54%	Add +0.0%	88,500	$6.9M
Soltis Investment Advisors LLC	0.73%	Reduce -25.0%	88,313	$6.9M
ORG Partners LLC	0.85%	New	88,483	$6.8M
Per Stirling Capital Management, LLC.	1.10%	Reduce -4.8%	87,520	$6.8M
Custos Family Office, LLC	2.72%	New	87,453	$6.8M
Kingsview Wealth Management, LLC	0.16%	Add +22.4%	87,113	$6.8M
USAdvisors Wealth Management, LLC	2.36%	Reduce -0.4%	86,190	$6.7M
JT Stratford LLC	1.25%	Add +1.8%	86,021	$6.7M
Composition Wealth, LLC	0.16%	Reduce -6.9%	85,694	$6.7M
Pps&v Asset Management Consultants, Inc.	4.74%	Reduce -1.0%	85,075	$6.6M
Strategic Wealth Partners, Ltd.	0.69%	Reduce -0.3%	85,011	$6.6M
Caprock Group, LLC	0.27%	Add +3073.2%	83,963	$6.6M
HRC Wealth Management, LLC	4.52%	Add +0.9%	84,886	$6.6M
Alpha Omega Group, Inc.	8.32%	Reduce -4.0%	84,639	$6.6M
Penney Financial, LLC	4.78%	Add +6.6%	84,021	$6.5M
Smart Money Group LLC	2.33%	Reduce -12.9%	78,822	$6.5M
Asset Planning Corporation	4.84%	Reduce -14.9%	83,116	$6.5M
Burns Matteson Capital Management, LLC	4.05%	Add +0.2%	82,924	$6.4M
Donaldson Capital Management, LLC	0.27%	Add +1.3%	82,777	$6.4M
Pennsylvania Capital Management Inc.	2.48%	Reduce -5.1%	82,410	$6.4M
Brown Advisory Inc.	0.01%	Add +26.4%	82,350	$6.4M
Family Investment Center, Inc.	1.89%	Add +1.6%	81,455	$6.3M
Cary Street Partners Investment Advisory LLC	0.25%	Reduce -10.9%	80,467	$6.3M
Bison Wealth, LLC	1.02%	No change	77,439	$6.2M
Benchmark Wealth Management, LLC	3.32%	Reduce -0.1%	80,112	$6.2M
Sendero Wealth Management, LLC	1.05%	Add +2.2%	80,079	$6.2M
Prosperitas Financial LLC	3.74%	Add +0.5%	78,980	$6.1M
Platform Technology Partners	2.10%	—	78,392	$6.1M
LexAurum Advisors, LLC	1.49%	Add +6.4%	77,942	$6.1M
Visionary Wealth Advisors	0.39%	Reduce -3.4%	77,617	$6.0M
Opus Capital Group, LLC	0.86%	No change	77,551	$6.0M
CapWealth Advisors, LLC	0.76%	Add +2.0%	77,432	$6.0M
Carnegie Investment Counsel	0.19%	Reduce -0.2%	77,111	$6.0M
Continuum Advisory, LLC	0.86%	Add +0.3%	76,855	$6.0M
WealthCare Investment Partners, LLC	2.75%	Reduce -8.7%	76,142	$5.9M
HBK Sorce Advisory LLC	0.21%	Reduce -0.5%	76,126	$5.9M
Armor Investment Advisors, LLC	2.71%	Add +2.8%	75,536	$5.9M
Arden Trust Co	0.82%	Reduce -0.1%	75,359	$5.9M
SVB Wealth LLC	0.14%	Reduce -40.4%	74,877	$5.8M
St. Johns Investment Management Company, LLC	2.76%	Reduce -3.4%	74,776	$5.8M
Smith, Moore & Co.	0.60%	Reduce -7.9%	74,567	$5.8M
HC Advisors, LLC	5.30%	Reduce -3.3%	73,855	$5.7M
Crescent Sterling, Ltd.	5.49%	Add +1.9%	73,698	$5.7M
Kure Advisory, LLC	4.69%	Add +3.9%	73,486	$5.7M
O'Connor Financial Group LLC	3.31%	Add +7.4%	73,278	$5.7M
Csenge Advisory Group	0.32%	Reduce -60.2%	73,278	$5.7M
Guardian Financial Partners, LLC	3.78%	Add +6.2%	73,271	$5.7M
Global Strategic Investment Solutions, LLC	0.69%	No change	72,938	$5.7M
Pinnacle Financial Partners Inc	0.12%	Add +0.4%	72,698	$5.7M
PCA Investment Advisory Services Inc.	2.95%	Add +5.2%	72,523	$5.6M
Smithbridge Asset Management Inc.	1.17%	Reduce -0.5%	72,280	$5.6M
Redhawk Wealth Advisors, Inc.	0.86%	Add +1.7%	72,245	$5.6M
Legacy Private Trust Co.	0.40%	Reduce -1.2%	72,027	$5.6M
Obsidian Personal Planning Solutions LLC	3.41%	Add +6.5%	71,921	$5.6M
Red Door Wealth Management, LLC	0.98%	Add +1.3%	71,616	$5.6M
High Net Worth Advisory Group LLC	1.69%	Add +5.9%	71,591	$5.6M
Clearstead Advisors, LLC	0.09%	Add +13.6%	71,472	$5.6M
Belpointe Asset Management LLC	0.38%	Reduce -4.8%	70,884	$5.5M
Concord Wealth Partners	0.96%	Reduce -14.2%	69,998	$5.4M
Hofer & Associates. Inc	4.20%	Add +2.2%	69,730	$5.4M
Apriem Advisors	0.66%	Add +8.2%	69,643	$5.4M
Intrua Financial, LLC	0.88%	Add +1.6%	69,632	$5.4M
Alpha Omega Wealth Management LLC	1.03%	Reduce -1.3%	69,400	$5.4M
Cahill Financial Advisors Inc.	0.74%	Add +7.2%	69,295	$5.4M
Comerica Bank	0.02%	Add +0.3%	68,887	$5.4M
KCM Investment Advisors LLC	0.19%	Add +6.1%	68,761	$5.3M
Scissortail Wealth Management, LLC	1.36%	Add +1.0%	68,473	$5.3M
Alliance Wealth Management Group	1.51%	Reduce -2.3%	67,872	$5.3M
Towercrest Capital Management	0.87%	Reduce -2.3%	67,872	$5.3M
World Investment Advisors	0.33%	New	67,607	$5.3M
MSH Capital Advisors LLC	1.75%	Add +13.9%	67,399	$5.2M
D.B. Root & Company, LLC	1.79%	Reduce -5.0%	67,299	$5.2M
Centaurus Financial, Inc.	0.35%	Add +34.9%	67,079	$5.2M
Orion Porfolio Solutions, LLC	0.05%	Add +10.8%	66,822	$5.2M
Orion Portfolio Solutions, LLC	0.05%	Add +10.8%	66,822	$5.2M
Centric Wealth Management	1.50%	Add +4.5%	62,938	$5.2M
Pallas Capital Advisors LLC	0.23%	Add +11.7%	63,547	$5.2M
Sei Investments Co.	0.01%	Reduce -4.9%	66,592	$5.2M
Bryn Mawr Trust Advisors, LLC	0.28%	Reduce -10.2%	66,458	$5.2M
Arrowroot Family Office, LLC	3.30%	Reduce -3.4%	66,358	$5.2M
Advisors Capital Management, LLC	0.09%	Add +4.4%	66,068	$5.1M
Valley Forge Investment Consultants Inc. Adv	1.93%	Reduce -5.4%	65,729	$5.1M
Evolution Wealth Advisors, LLC	0.99%	Reduce -1.7%	65,343	$5.1M
Prime Capital Investment Advisors, LLC	0.08%	Reduce -10.6%	65,327	$5.1M
Money Concepts Capital Corp.	0.43%	Add +2.0%	65,281	$5.1M
Citizens Financial Group Inc.	0.11%	New	64,313	$5.1M
Private Ocean, LLC	0.44%	Add +94.3%	64,691	$5.0M
Fiduciary Alliance LLC	0.82%	Add +5.7%	64,834	$5.0M
Atlantic Union Bankshares Corp	0.31%	Add +2.7%	64,248	$5.0M
Arax Advisory Partners	0.49%	Reduce -2.8%	64,186	$5.0M
WealthPLAN Partners, LLC	0.53%	Add +3.9%	64,036	$5.0M
FLC Capital Advisors	1.22%	Add +0.5%	63,969	$5.0M
U.S. Capital Wealth Advisors, LLC	0.19%	Add +1.8%	63,746	$5.0M
Flagship Harbor Advisors, LLC	0.30%	Reduce -0.9%	63,686	$5.0M
Personal Cfo Solutions, LLC	0.76%	Add +8.0%	63,487	$4.9M
Kellett Wealth Advisors, LLC	3.98%	Reduce -27.7%	63,398	$4.9M
NCM Capital Management, LLC	2.57%	Add +15.8%	63,095	$4.9M
Hilltop Holdings Inc.	0.57%	Add +43.2%	62,863	$4.9M
Investors Research Corp	1.13%	Add +9.1%	62,217	$4.8M
Future Financial Wealth Managment LLC	4.23%	Add +7.6%	61,935	$4.8M
United Bank	2.40%	Add +3.1%	61,839	$4.8M
Fifth Third Securities, Inc.	0.44%	Add +2.5%	61,086	$4.8M
EverSource Wealth Advisors, LLC	0.32%	Add +4.9%	58,045	$4.8M
Fagan Associates, Inc.	0.83%	Reduce -0.6%	61,293	$4.8M
EP Wealth Advisors, LLC	0.05%	Add +12.0%	60,935	$4.7M
Barnes Pettey Financial Advisors, LLC	4.08%	Reduce -1.2%	60,926	$4.7M
Hoylecohen, LLC	0.35%	Reduce -0.5%	60,081	$4.7M
Goldstone Financial Group, LLC	0.94%	Add +6.4%	60,012	$4.7M
Auxano Advisors, LLC	1.28%	Reduce -0.2%	59,652	$4.6M
Mayflower Financial Advisors, LLC	0.76%	Reduce -0.8%	59,557	$4.6M
Fifth Third Wealth Advisors LLC	0.35%	Add +44.4%	59,383	$4.6M
FSC Wealth Advisors, LLC	3.40%	Add +0.7%	59,157	$4.6M
ProVise Management Group, LLC	0.39%	Reduce -39.8%	59,048	$4.6M
Oppenheimer Asset Management Inc.	0.06%	Add +45.0%	58,752	$4.6M
Lion Street Advisors, LLC	1.68%	Add +21.2%	58,345	$4.5M
Boston Financial Mangement LLC	0.14%	Reduce -1.1%	58,143	$4.5M
Texas Yale Capital Corp.	0.21%	Reduce -0.6%	58,022	$4.5M
Alpha Cubed Investments, LLC	0.21%	Add +8.8%	57,488	$4.5M
Warwick Investment Management, Inc.	1.04%	Reduce -7.7%	57,202	$4.4M
Rollins Financial Advisors, LLC	0.76%	Reduce -4.7%	56,710	$4.4M
B & T Capital Management DBA Alpha Capital Management	0.85%	Add +4.6%	56,406	$4.4M
McAdam, LLC	0.26%	Add +2.2%	56,401	$4.4M
Argent Trust Co	0.19%	Add +3.4%	56,278	$4.4M
Access Financial Services, Inc.	1.99%	Reduce -7.1%	56,227	$4.4M
Berkeley, Inc	2.71%	Reduce -76.7%	56,159	$4.4M
Foguth Wealth Management, LLC.	1.91%	Add +27.6%	55,825	$4.3M
Breakwater Investment Management	1.94%	Reduce -5.3%	55,780	$4.3M
Nabity-Jensen Investment Management Inc	3.50%	Add +0.2%	54,959	$4.3M
Rovin Capital /Ut/	1.76%	Add +47.8%	54,400	$4.2M
Alkeme Wealth, LLC	2.00%	Add +1.0%	53,850	$4.2M
Apollon Wealth Management, LLC	0.13%	Reduce -4.0%	53,229	$4.1M
Broadleaf Partners, LLC	0.99%	Add +1.5%	52,452	$4.1M
Western Wealth Management, LLC	0.30%	Add +3.0%	52,340	$4.1M
Joseph P. Lucia & Associates, LLC	2.08%	Reduce -2.2%	52,110	$4.1M
Baron Silver Stevens Financial Advisors, LLC	0.77%	Add +29.6%	52,053	$4.0M
AMG National Trust Bank	0.11%	Add +0.2%	51,764	$4.0M
Cutler Investment Counsel LLC	0.55%	Add +0.9%	51,132	$4.0M
Cambridge Advisors Inc.	0.93%	Reduce -1.4%	51,490	$4.0M
Northwest Investment Counselors, LLC	1.00%	Add +0.4%	51,381	$4.0M
Squarepoint Ops LLC	0.01%	Add +16.7%	51,222	$4.0M
FreeGulliver LLC	2.72%	Add +23.7%	51,042	$4.0M
Smithfield Trust Co	0.21%	Add +0.1%	50,874	$4.0M
Stratos Wealth Advisors, LLC	0.20%	Add +0.3%	50,871	$4.0M
Cyr Financial Inc.	3.93%	—	50,578	$3.9M
OLIO Financial Planning	1.66%	No change	51,453	$3.9M
Paladin Advisory Group, LLC	3.06%	Add +0.2%	50,627	$3.9M
Aspire Wealth Management Corp	2.23%	Reduce -38.1%	50,229	$3.9M
Roundview Capital LLC	0.31%	Add +1.3%	50,142	$3.9M
GYL Financial Synergies, LLC	0.30%	Reduce -5.9%	50,103	$3.9M
US Bancorp \de	0.01%	Reduce -3.8%	50,044	$3.9M
Shepherd Kaplan Krochuk, LLC	3.05%	Reduce -8.5%	49,645	$3.9M
Cresta Advisors, Ltd.	2.28%	Reduce -0.1%	49,554	$3.9M
Northstar Group, Inc.	0.75%	Reduce -1.6%	49,168	$3.8M
Game Plan Financial Advisors, LLC	2.10%	Add +6.3%	49,063	$3.8M
Trivium Point Advisory, LLC	0.57%	Add +8.2%	48,849	$3.8M
Northwest Capital Management Inc	1.38%	Reduce -0.4%	48,810	$3.8M
Pathway Financial Advisers, LLC	1.36%	Add +3.6%	48,942	$3.8M
Transform Wealth, LLC	0.28%	Reduce -19.2%	48,248	$3.8M
Talisman Wealth Advisors LLC	4.35%	Add +9.0%	48,449	$3.8M
Cape Investment Advisory, Inc.	1.68%	Add +13.0%	48,195	$3.7M
Townsquare Capital LLC	0.05%	Add +36.5%	47,943	$3.7M
Madison Asset Management, LLC	0.05%	Reduce -61.4%	47,726	$3.7M
J.W. Cole Advisors, Inc.	0.17%	Reduce -7.1%	47,515	$3.7M
Members Wealth LLC	2.46%	—	134,243	$3.7M
Spectrum Wealth Counsel, LLC	0.46%	No change	47,015	$3.7M
Good Life Advisors, LLC	0.30%	Reduce -0.1%	46,941	$3.7M
Sequoia Financial Advisors, LLC	0.04%	Reduce -9.2%	46,895	$3.6M
Simon Quick Advisors, LLC	0.26%	Add +4.4%	46,709	$3.6M
Channel Wealth LLC	1.32%	Reduce -13.9%	46,709	$3.6M
B. Riley Wealth Advisors, Inc.	0.09%	Reduce -23.3%	45,898	$3.6M
Everhart Financial Group, Inc.	0.93%	Reduce -4.0%	46,285	$3.6M
Sumitomo Mitsui Financial Group, Inc.	0.11%	Add +16.6%	46,002	$3.6M
Ahl Investment Management, Inc.	2.57%	Add +10.0%	45,057	$3.5M
M&T Bank Corp	0.01%	No change	44,805	$3.5M
Savoie Capital LLC	0.45%	No change	44,600	$3.5M
&partners	0.15%	Add +316.5%	44,504	$3.5M
Avidian Wealth Enterprises, LLC	0.17%	Add +77.5%	44,113	$3.4M
Wintrust Investments LLC	0.28%	Add +11.9%	43,932	$3.4M
Wedbush Securities Inc.	0.12%	Add +0.9%	43,743	$3.4M
Walter & Keenan Wealth Management LLC /in/	1.07%	Add +1.4%	43,408	$3.4M
Cynosure Group, LLC	0.54%	Reduce -5.3%	43,024	$3.3M
Smith Anglin Financial, LLC	0.34%	Reduce -5.5%	42,942	$3.3M
Foundations Investment Advisors, LLC	0.08%	Add +0.4%	42,870	$3.3M
Robertson Stephens Wealth Management, LLC	0.17%	Add +1290.8%	42,155	$3.3M
Cypress Capital, LLC	0.90%	Add +18.1%	42,416	$3.3M
WBH Advisory Inc.	0.33%	Add +12.0%	42,281	$3.3M
White Lighthouse Investment Management Inc.	0.63%	Reduce -0.5%	42,212	$3.3M
Simplicity Wealth,LLC	0.07%	Reduce -21.5%	42,151	$3.3M
Community Financial Services Group, LLC	0.71%	Add +2.5%	42,133	$3.3M
National Bank of Canada	0.01%	Add +3.9%	42,251	$3.3M
Worth Financial Advisory Group, LLC	2.14%	Add +3.7%	41,885	$3.3M
Gradient Capital Advisors, LLC	1.16%	Add +5.6%	41,763	$3.2M
PNC Financial Services Group, Inc.	0.00%	Reduce -0.6%	41,670	$3.2M
Nikulski Financial, Inc.	1.03%	Add +1.7%	41,470	$3.2M
Capital Investment Advisory Services, LLC	0.33%	Reduce -32.8%	41,441	$3.2M
Financial Designs Corp	2.20%	Reduce -1.5%	41,243	$3.2M
LPF Advisors LLC	2.93%	Add +0.6%	40,924	$3.2M
Sachetta, LLC	1.38%	Add +39.8%	38,429	$3.2M
Beacon Financial Planning, Inc.	2.15%	Add +21.4%	40,790	$3.2M
Pitcairn Co.	0.19%	Reduce -26.4%	40,778	$3.2M
Choate Investment Advisors	0.08%	Reduce -16.1%	40,733	$3.2M
Insight Advisors, LLC/ PA	0.58%	Add +49.0%	40,676	$3.2M
Buckingham Strategic Wealth, LLC	0.03%	Add +5.2%	40,667	$3.2M
Hamel Associates, Inc.	0.99%	Add +9.2%	40,447	$3.1M
Commerce Bank	0.02%	Reduce -2.6%	40,042	$3.1M
LVM Capital Management Ltd.	0.35%	Add +2.0%	39,993	$3.1M
First Heartland Consultants, Inc.	0.31%	Reduce -51.1%	39,695	$3.1M
SeaCrest Wealth Management, LLC	0.35%	Reduce -0.1%	39,508	$3.1M
Cowa, LLC	1.64%	Reduce -13.4%	39,428	$3.1M
Compass Financial Group, INC	0.66%	Add +4.4%	39,313	$3.1M
Concord Asset Management, LLC	0.76%	Reduce -19.1%	39,275	$3.1M
Physician Wealth Advisors, Inc.	0.56%	Reduce -1.4%	37,527	$3.0M
Adapt Wealth Advisors, LLC	1.91%	Add +1.0%	39,108	$3.0M
Cambridge Financial Group, LLC	1.39%	Reduce -1.6%	39,070	$3.0M
Roman Butler Fullerton & Co.	0.98%	Add +13.0%	38,830	$3.0M
Trust Co	0.39%	Reduce -0.6%	38,732	$3.0M
Capital Investment Counsel, LLC	0.59%	Add +5.8%	38,654	$3.0M
Smartleaf Asset Management LLC	0.49%	Add +9.6%	38,742	$3.0M
Johnson Investment Counsel Inc.	0.03%	Add +0.8%	38,479	$3.0M
TPG Advisors LLC	2.54%	—	38,426	$3.0M
Inscription Capital, LLC	0.48%	Add +1.7%	38,377	$3.0M
Creative Financial Designs Inc.	0.27%	Add +13.2%	38,260	$3.0M
Anchor Investment Management, LLC	0.30%	Add +4.4%	38,089	$3.0M
Gratus Capital, LLC	0.12%	Reduce -3.9%	37,954	$3.0M
Orion Capital Management LLC	1.55%	Reduce -15.6%	37,764	$2.9M
Lynch & Associates	0.66%	Add +9.7%	37,669	$2.9M
Eagle Ridge Investment Management	0.27%	Reduce -2.3%	37,658	$2.9M
Cary Street Partners Asset Management LLC	0.43%	Add +19.1%	37,398	$2.9M
TRUE Private Wealth Advisors	0.33%	Add +54.3%	37,172	$2.9M
Insigneo Advisory Services, LLC	0.33%	Add +27.6%	36,531	$2.9M
Asset Allocation & Management Company, LLC	1.89%	No change	36,806	$2.9M
GPM Growth Investors, Inc.	1.21%	—	36,711	$2.9M
Bluespring Wealth Management, LLC	0.31%	Reduce -0.1%	36,324	$2.9M
Ascentis Independent Advisors	0.59%	—	36,699	$2.9M
Brighton Jones LLC	0.09%	Add +23.2%	36,574	$2.8M
Triton Wealth Management, PLLC	1.66%	Add +14.4%	35,327	$2.8M
Moran Wealth Management, LLC	0.09%	Reduce -3.7%	36,507	$2.8M
Savant Capital, LLC	0.03%	Reduce -8.4%	36,407	$2.8M
SteelPeak Wealth, LLC	0.13%	Reduce -7.9%	35,791	$2.8M
Bessemer Group Inc.	0.01%	No change	36,111	$2.8M
Cypress Wealth Services, LLC	0.62%	Add +1.0%	36,011	$2.8M
Great Lakes Advisors, LLC	0.02%	Reduce -16.1%	35,951	$2.8M
Chesapeake Wealth Management	1.01%	Reduce -4.1%	35,925	$2.8M
Headinvest, LLC	0.55%	Add +0.0%	35,893	$2.8M
Eldridge Investment Advisors, Inc.	0.70%	Reduce -4.1%	35,836	$2.8M
Compound Planning, Inc.	0.21%	Reduce -1.1%	35,828	$2.8M
Barry Investment Advisors, LLC	0.94%	Add +30.7%	35,365	$2.8M
Valued Retirements, Inc.	4.21%	Add +0.3%	35,631	$2.8M
Emerald Advisors, LLC	0.42%	Add +9.6%	35,543	$2.8M
Princeton Global Asset Management LLC	0.61%	No change	35,330	$2.7M
Chicago Partners Investment Group LLC	0.11%	Add +1.2%	33,159	$2.7M
BLB&B Advisors, LLC	0.15%	Add +2.5%	35,306	$2.7M
Capital Analysts, LLC	0.12%	Add +6.8%	35,194	$2.7M
Madden Advisory Services, Inc.	1.39%	Add +2.4%	35,192	$2.7M
Raymond James Trust N.A.	0.06%	Add +3.0%	34,615	$2.7M
Scott & Selber, Inc.	0.86%	Add +4.2%	34,564	$2.7M
Sandy Spring Bank	0.12%	Add +18.9%	34,518	$2.7M
Capital Square, LLC	1.74%	Add +2.3%	32,968	$2.7M
CAP Partners, LLC	2.17%	Reduce -17.6%	34,401	$2.7M
MidAtlantic Capital Management, Inc.	2.24%	Reduce -0.4%	34,315	$2.7M
Citizens & Northern Corp.	0.83%	New	34,175	$2.7M
Ellenbecker Investment Group	0.53%	Add +14.8%	34,149	$2.7M
Tudor Investment Corporation	0.03%	Add +703.7%	33,827	$2.6M
Aspen Grove Capital, LLC	0.62%	No change	33,345	$2.6M
Camden National Bank	0.40%	Reduce -0.3%	33,696	$2.6M
Independent Solutions Wealth Management, LLC	0.60%	Add +3.4%	33,696	$2.6M
Sfm, LLC	1.97%	Add +8.9%	33,555	$2.6M
Pillar Wealth Advisors, LLC	3.12%	Reduce -16.6%	33,430	$2.6M
Capital Investment Advisors, LLC	0.06%	Reduce -10.7%	33,428	$2.6M
Florida Financial Advisors, LLC	1.55%	Add +9.6%	33,143	$2.6M
Coordinated Financial Services, Inc.	2.23%	Add +0.9%	33,010	$2.6M
BCGM Wealth Management, LLC	0.89%	Reduce -10.2%	32,912	$2.6M
Zullo Investment Group, Inc.	1.12%	Add +0.3%	32,797	$2.6M
Allen Capital Group, LLC	0.36%	No change	32,556	$2.5M
Glassy Mountain Advisors, Inc.	0.94%	Add +0.0%	32,505	$2.5M
Keeler & Nadler Financial Planning & Wealth Management	1.37%	Add +7.3%	32,195	$2.5M
Laird Norton Wetherby Wealth Management, LLC	0.12%	Reduce -0.0%	32,170	$2.5M
Prospera Financial Services Inc	0.07%	Add +4.7%	32,137	$2.5M
Vident Advisory, LLC	0.07%	No change	32,018	$2.5M
Peoples Bank	1.29%	Reduce -7.1%	31,907	$2.5M
Weaver Consulting Group	0.86%	Add +1.6%	31,704	$2.5M
CPC Advisors, LLC	0.41%	Reduce -4.0%	31,678	$2.5M
Consolidated Portfolio Review Corp	0.57%	Reduce -3.8%	31,579	$2.5M
Abbrea Capital, LLC	0.32%	Reduce -5.3%	31,150	$2.4M
Caldwell Trust Co	0.27%	Add +45.2%	31,376	$2.4M
Montis Financial, LLC	1.12%	Add +67.8%	31,329	$2.4M
Advisors Management Group Inc.	0.60%	Add +2.3%	31,119	$2.4M
Welch & Forbes LLC	0.03%	No change	31,170	$2.4M
GM Advisory Group, LLC	0.16%	Reduce -15.3%	30,987	$2.4M
Bank of Montreal	0.00%	Reduce -30.6%	30,375	$2.4M
Bangor Savings Bank	0.24%	Reduce -0.2%	30,678	$2.4M
Beam Wealth Advisors, Inc.	0.79%	Reduce -0.9%	30,344	$2.4M
Gladstone Institutional Advisory LLC	0.12%	Add +4.9%	30,101	$2.3M
CreativeOne Wealth, LLC	0.12%	Reduce -19.5%	29,967	$2.3M
Register Financial Advisors LLC	1.17%	Add +11.6%	29,885	$2.3M
FMA Wealth Management, LLC	1.88%	Add +0.0%	29,873	$2.3M
Acas, LLC	2.02%	Reduce -2.1%	28,100	$2.3M
Great Waters Wealth Management	0.35%	Reduce -2.4%	29,823	$2.3M
Millennium Capital Advisors, LLC	1.54%	Reduce -6.7%	29,817	$2.3M
Berkshire Asset Management LLC	0.12%	Add +1.1%	29,728	$2.3M
Crewe Advisors LLC	0.26%	Add +1.7%	29,454	$2.3M
Aprio Wealth Management, LLC	0.42%	Reduce -6.7%	29,367	$2.3M
Opus Investment Management Inc.	1.47%	Add +6.5%	29,288	$2.3M
Blue Bell Private Wealth Management, LLC	0.47%	Add +48.8%	29,155	$2.3M
Private Trust Co. NA	0.24%	Add +7.6%	29,112	$2.3M
Collective Family Office LLC	0.66%	Add +2.6%	29,018	$2.3M
Titleist Asset Management, LLC	0.34%	Reduce -2.0%	28,884	$2.2M
Mengis Capital Management, Inc.	0.45%	Add +0.4%	28,538	$2.2M
White Knight Strategic Wealth Advisors, LLC	2.21%	Add +2.9%	28,459	$2.2M
Liberty One Investment Management, LLC	0.25%	Reduce -6.4%	28,285	$2.2M
Guyasuta Investment Advisors Inc.	0.16%	No change	28,756	$2.2M
Genesee Capital Advisors, LLC	1.07%	Add +53.3%	28,119	$2.2M
Clearview Wealth Advisors LLC	1.89%	Reduce -45.5%	27,832	$2.2M
First National Bank of Mount Dora, Trust Investment Services	0.52%	No change	27,484	$2.1M
Brass Tax Wealth Management, Inc.	0.42%	Add +257.3%	27,475	$2.1M
Greytown Advisors Inc.	1.23%	No change	26,700	$2.1M
Revolve Wealth Partners, LLC	0.35%	Reduce -0.5%	26,945	$2.1M
Legacy Advisors, LLC	0.25%	No change	26,571	$2.1M
Planning Capital Management Corp	1.47%	Add +1.9%	26,710	$2.1M
Commonwealth Retirement Investments LLC	0.95%	Reduce -9.2%	26,602	$2.1M
Agate Pass Investment Management, LLC	1.10%	Add +1.9%	26,563	$2.1M
O'shaughnessy Asset Management, LLC	0.02%	Add +124.0%	26,559	$2.1M
Muirfield Wealth Advisors LLC	1.93%	Reduce -0.6%	26,490	$2.1M
Viawealth, LLC	1.27%	Add +0.3%	26,426	$2.1M
Townsend Asset Management Corp. /NC/	0.79%	Reduce -8.7%	26,351	$2.0M
Verum Partners LLC	0.66%	Reduce -28.0%	26,209	$2.0M
Secure Asset Management, LLC	0.39%	Reduce -0.1%	26,140	$2.0M
Whitener Capital Management, Inc.	0.61%	Add +5.3%	26,028	$2.0M
Warner Financial, Inc.	0.98%	No change	25,721	$2.0M
Farther Finance Advisors, LLC	0.10%	Reduce -15.4%	25,833	$2.0M
WT Wealth Management	0.68%	Add +39.1%	25,432	$2.0M
Heck Capital Advisors, LLC	0.25%	Reduce -0.2%	25,478	$2.0M
Boyd Watterson Asset Management LLC	0.57%	No change	25,416	$2.0M
Salem Investment Counselors Inc.	0.06%	Add +40.3%	25,142	$2.0M
Krilogy Financial LLC	0.14%	Reduce -19.2%	25,278	$2.0M
Wealthgarden F.S. LLC	2.06%	—	25,183	$2.0M
PFG Investments, LLC	0.14%	Reduce -54.4%	25,163	$2.0M
Stonebridge Financial Planning Group, LLC	0.97%	Reduce -9.8%	24,846	$1.9M
Myecfo, LLC	1.11%	Add +5.6%	24,766	$1.9M
waypoint wealth counsel	1.47%	Reduce -10.3%	24,629	$1.9M
Aurora Private Wealth, Inc.	1.68%	Reduce -1.3%	24,633	$1.9M
Madison Park Capital Advisors, LLC	1.60%	Add +6.7%	24,550	$1.9M
Liberty Capital Management, Inc.	0.45%	Add +2.9%	24,468	$1.9M
Larson Financial Group LLC	0.13%	Add +730.6%	24,294	$1.9M
Elevation Wealth Partners, LLC	0.89%	Add +17.7%	24,253	$1.9M
Janney Capital Management LLC	0.13%	Reduce -3.1%	24,247	$1.9M
Private Advisory Group LLC	0.25%	Reduce -30.0%	24,212	$1.9M
Asset Dedication, LLC	0.13%	Reduce -3.4%	24,147	$1.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.06%	Add +5.7%	24,081	$1.9M
Concurrent Investment Advisors, LLC	0.06%	Add +25.1%	23,774	$1.8M
Betterment LLC	0.00%	Add +13.3%	23,713	$1.8M
Essex Financial Services, Inc.	0.14%	Add +4.1%	22,977	$1.8M
Geneos Wealth Management Inc.	0.08%	Add +4.6%	23,566	$1.8M
Mitchell Sinkler & Starr	0.47%	Reduce -4.6%	22,920	$1.8M
Planning Alternatives Ltd.	0.29%	Reduce -0.8%	23,301	$1.8M
Investment Advisory Group, LLC	0.70%	Reduce -1.5%	23,167	$1.8M
OMNI 360 Wealth, Inc.	1.37%	Reduce -9.6%	23,163	$1.8M
Raab & Moskowitz Asset Management LLC	0.49%	Add +33.0%	23,015	$1.8M
West Oak Capital, LLC	0.72%	Add +1.3%	23,015	$1.8M
Aspen Wealth Strategies, LLC	1.24%	Reduce -2.2%	21,739	$1.8M
Petra Financial Advisors Inc.	1.28%	Add +5.6%	22,969	$1.8M
GHP Investment Advisors, Inc.	0.09%	Reduce -2.5%	22,937	$1.8M
Naples Global Advisors, LLC	0.18%	Add +0.3%	22,640	$1.8M
Wedmont Private Capital	0.11%	Add +20.8%	22,293	$1.8M
Teamwork Financial Advisors, LLC	0.26%	Reduce -71.6%	22,817	$1.8M
Paulson Wealth Management Inc.	0.52%	Reduce -18.6%	22,765	$1.8M
Pasadena Private Wealth, LLC	0.41%	Add +7.5%	22,524	$1.8M
Indie Asset Partners, LLC	1.39%	Add +12.8%	22,431	$1.7M
Silverlake Wealth Management LLC	0.71%	Reduce -4.4%	22,274	$1.7M
IRON Financial LLC	0.97%	No change	22,152	$1.7M
BOK Financial Private Wealth, Inc.	0.13%	Add +0.9%	21,897	$1.7M
Crew Capital Management, Ltd	1.38%	Reduce -22.4%	22,028	$1.7M
CWS Financial Advisors, LLC	0.67%	Add +9.2%	21,994	$1.7M
Fortis Capital Management LLC	0.36%	Add +66.0%	21,970	$1.7M
Peapack Gladstone Financial Corp.	0.03%	Reduce -13.5%	21,959	$1.7M
Strategic Financial Concepts, LLC	0.99%	Add +5259.9%	3,114,560	$1.7M
Cutter & CO Brokerage, Inc.	0.41%	Reduce -1.5%	21,848	$1.7M
Independent Advisor Alliance	0.06%	Reduce -9.8%	21,746	$1.7M
Meridian Wealth Partners, LLC	0.30%	Reduce -1.8%	21,725	$1.7M
Arkadios Wealth Advisors	0.11%	Reduce -78.2%	21,659	$1.7M
Embree Financial Group	0.32%	Add +1.9%	21,294	$1.7M
JPL Wealth Management, LLC	0.81%	Add +29.3%	21,274	$1.7M
Opes Wealth Management LLC	0.34%	Add +11.2%	21,218	$1.6M
Missouri Trust & Investment Co	0.62%	Reduce -0.5%	21,199	$1.6M
Flow Traders U.S. LLC	0.08%	Reduce -46.7%	21,173	$1.6M
West Bancorporation Inc.	1.20%	Reduce -8.5%	20,928	$1.6M
LifeSteps Financial, Inc.	1.34%	Reduce -18.8%	20,846	$1.6M
Carmichael Hill & Associates, Inc.	0.66%	Add +2.1%	20,692	$1.6M
Susquehanna International Group, LLP	0.00%	Reduce -52.5%	20,370	$1.6M
SYM FINANCIAL Corp	0.25%	Reduce -55.0%	20,227	$1.6M
Stewardship Advisors, LLC	0.51%	Reduce -51.5%	19,708	$1.5M
Capital Market Strategies LLC	0.97%	Reduce -2.8%	19,675	$1.5M
Fairscale Capital, LLC	1.36%	—	18,825	$1.5M
Modus Advisors, LLC	0.54%	Reduce -0.2%	19,653	$1.5M
Clearstead Trust, LLC	0.38%	Add +0.1%	19,491	$1.5M
WCG Wealth Advisors LLC	0.11%	Add +42.9%	19,353	$1.5M
Wills Financial Group, Inc.	0.69%	Reduce -0.2%	19,305	$1.5M
Maple Capital Management, Inc.	0.12%	Reduce -8.0%	19,283	$1.5M
Segment Wealth Management, LLC	0.11%	Reduce -93.4%	19,210	$1.5M
Sage Investment Advisers LLC	1.68%	Add +25.1%	19,122	$1.5M
Kingswood Wealth Advisors, LLC	0.13%	Add +14.0%	19,053	$1.5M
Rockport Wealth LLC	0.63%	Add +1.1%	19,046	$1.5M
Jacobi Capital Management LLC	0.13%	Add +157.5%	18,875	$1.5M
D. E. Shaw & Co.	0.00%	Reduce -79.5%	18,799	$1.5M
World Equity Group, Inc.	0.44%	Reduce -51.0%	18,745	$1.5M
Summit Wealth Partners, LLC	0.30%	Reduce -4.9%	18,730	$1.5M
Trek Financial, LLC	0.12%	Add +1.7%	18,720	$1.5M
Wulff, Hansen & Co.	1.44%	Add +9.4%	18,717	$1.5M
Kovack Advisors, Inc.	0.16%	Add +5.4%	18,547	$1.4M
Outfitters Financial LLC	1.20%	Add +6.4%	18,465	$1.4M
Latitude Advisors, LLC	0.87%	Reduce -10.3%	18,366	$1.4M
Gradient Investments LLC	0.03%	Add +4.3%	18,354	$1.4M
Fisher Asset Management	0.00%	Add +15.0%	18,339	$1.4M
Bfsg, LLC	0.18%	Add +501.7%	18,261	$1.4M
Pacific Wealth Strategies Group, Inc.	1.17%	Add +1.0%	18,134	$1.4M
Semus Wealth Partners LLC	1.09%	Reduce -15.5%	18,077	$1.4M
Lanark Financial, Inc.	0.13%	Add +15.4%	18,015	$1.4M
Dechtman Wealth Management, LLC	0.31%	Reduce -96.1%	17,987	$1.4M
Evergreen Wealth Management, LLC	0.93%	No change	17,965	$1.4M
Vanguard Group Inc.	0.00%	Add +3.1%	17,908	$1.4M
Davidson Trust Co.	0.96%	Reduce -21.7%	17,897	$1.4M
Signet Investment Advisory Group, Inc.	0.75%	Add +8.1%	17,888	$1.4M
Bridge Advisory, LLC	0.68%	Reduce -0.3%	17,833	$1.4M
Bond & Devick Financial Network, Inc.	0.74%	Reduce -2.9%	17,762	$1.4M
Galvin, Gaustad & Stein, LLC	0.13%	Reduce -9.1%	17,610	$1.4M
BNC Wealth Management, LLC	0.51%	Reduce -1.5%	17,588	$1.4M
Strategic Advocates LLC	0.54%	Reduce -42.6%	17,508	$1.4M
Safeguard Financial, LLC	0.38%	Add +7.8%	17,460	$1.4M
Plancorp, LLC	0.06%	Reduce -9.8%	17,381	$1.4M
Savvy Advisors, Inc.	0.44%	Add +42.6%	17,347	$1.3M
Ironwood Investment Counsel, LLC	0.24%	Add +83.2%	17,275	$1.3M
Baldwin Investment Management, LLC	0.18%	Add +0.7%	17,273	$1.3M
Natixis Advisors, LLC	0.00%	Add +21.5%	17,206	$1.3M
Synovus Financial Corp.	0.02%	Add +13.2%	17,137	$1.3M
Sagace Wealth Management LLC	1.29%	—	16,153	$1.3M
North Star Investment Management Corp.	0.10%	Reduce -6.0%	16,805	$1.3M
WealthShield Partners, LLC	0.20%	Reduce -1.8%	16,593	$1.3M
Ally Invest Advisors Inc.	0.12%	Reduce -0.4%	16,553	$1.3M
Fiducient Advisors LLC	0.18%	Add +179.6%	16,412	$1.3M
Kanawha Capital Management LLC	0.10%	Add +133.0%	16,486	$1.3M
Orcam Financial Group	1.36%	Reduce -10.4%	16,356	$1.3M
Advisory Resource Group	0.29%	Add +2.7%	16,314	$1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.21%	Add +4.7%	16,182	$1.3M
Narwhal Capital Management	0.12%	No change	16,065	$1.2M
RDA Financial Network	0.41%	Add +10.5%	15,893	$1.2M
Diversified Trust Co.	0.03%	No change	15,870	$1.2M
Sheaff Brock Investment Advisors, LLC	0.11%	Add +27.7%	15,848	$1.2M
MBE Wealth Management, LLC	0.74%	Add +15.6%	15,776	$1.2M
Royal Capital Wealth Management, LLC	0.92%	No change	15,745	$1.2M
Retirement Guys Formula LLC	0.58%	Reduce -0.1%	15,523	$1.2M
Buckingham Capital Management, Inc.	0.14%	Reduce -1.7%	15,504	$1.2M
Thrive Wealth Management, LLC	0.24%	Add +0.5%	15,492	$1.2M
JBR Co Financial Management Inc	0.84%	Reduce -25.4%	15,423	$1.2M
Eagle Harbor Asset Management Inc.	1.28%	Add +1.3%	15,395	$1.2M
Aspiriant, LLC	0.05%	Add +0.6%	15,371	$1.2M
Core Wealth Advisors, Inc.	0.41%	Add +1.9%	15,327	$1.2M
Founders Financial Alliance, LLC	0.35%	Add +120.0%	15,325	$1.2M
McGlone Suttner Wealth Management, Inc.	0.24%	Add +7.0%	15,598	$1.2M
Tiaa Trust, National Association	0.00%	Add +4.8%	15,242	$1.2M
Empower Advisory Group, LLC	0.00%	Reduce -1.9%	15,241	$1.2M
First Manhattan Co. Llc.	0.00%	Reduce -0.3%	15,053	$1.2M
Rwa Wealth Partners, LLC	0.02%	Add +2.0%	15,155	$1.2M
Traphagen Investment Advisors LLC	0.13%	Reduce -35.8%	15,031	$1.2M
WealthBridge Capital Management, LLC	0.38%	No change	14,885	$1.2M
International Assets Investment Management, LLC	0.11%	Reduce -6.5%	14,856	$1.2M
Patriot Financial Group Insurance Agency, LLC	0.17%	Add +3.6%	17,486	$1.2M
First National Trust Co	0.05%	Add +2.5%	14,822	$1.2M
Garrison Asset Management, LLC	0.60%	Add +0.2%	14,761	$1.1M
TruNorth Capital Management, LLC	0.37%	No change	14,752	$1.1M
Baker Tilly Wealth Management, LLC	0.47%	Reduce -11.5%	14,710	$1.1M
QRG Capital Management, Inc.	0.01%	Add +136.2%	14,630	$1.1M
First Wilshire Securities Management Inc.	0.35%	No change	14,625	$1.1M
Ehrlich Financial Group	0.90%	Reduce -40.6%	14,611	$1.1M
NorthCoast Asset Management LLC	0.01%	Add +70.9%	14,606	$1.1M
WealthPlan Investment Management, LLC	0.17%	Add +1.5%	14,520	$1.1M
VitalStone Financial, LLC	0.81%	Reduce -12.0%	14,453	$1.1M
Evanson Asset Management, LLC	0.08%	Reduce -19.5%	14,402	$1.1M
Joel Isaacson & Co., LLC	0.06%	Add +1.3%	14,401	$1.1M
West Michigan Advisors, LLC	0.35%	Add +24.3%	14,072	$1.1M
Yoder Wealth Management, Inc.	0.71%	No change	14,110	$1.1M
Marino, Stram & Associates LLC	0.27%	No change	14,037	$1.1M
Murphy, Middleton, Hinkle & Parker, Inc.	0.63%	No change	13,973	$1.1M
Trustmark Bank Trust Department	0.09%	Reduce -17.2%	13,950	$1.1M
Guardian Asset Advisors, LLC	0.79%	Add +2.6%	13,917	$1.1M
Farmers & Merchants Investments Inc.	0.04%	No change	13,900	$1.1M
Gries Financial LLC	0.22%	Reduce -2.2%	13,767	$1.1M
Creegan & Nassoura Financial Group, LLC	0.73%	Reduce -2.5%	13,721	$1.1M
Private Capital Management LLC	0.21%	Reduce -10.6%	13,695	$1.1M
RHS Financial, LLC	0.65%	Reduce -46.0%	13,684	$1.1M
Bank of New Hampshire	0.28%	No change	13,660	$1.1M
Elevate Wealth Advisory, Inc.	0.86%	Add +3.2%	13,492	$1.1M
Astoria Portfolio Advisors LLC.	0.37%	Reduce -1.0%	13,364	$1.0M
JMG Financial Group, Ltd.	0.04%	Reduce -18.5%	13,334	$1.0M
Walkner Condon Financial Advisors LLC	0.22%	Add +2.9%	13,318	$1.0M
Altus Wealth Group LLC	0.51%	Add +13.8%	13,192	$1.0M
Hilltop National Bank	0.33%	New	13,176	$1.0M
StoneX Group Inc.	0.08%	Reduce -2.7%	12,984	$1.0M
Valley Financial Group, Inc.	0.75%	Reduce -1.1%	13,037	$1.0M
Great Diamond Partners, LLC	0.24%	Reduce -2.9%	13,036	$1.0M
MAS Advisors LLC	2.42%	Add +1.9%	13,035	$1.0M
RE Dickinson Investment Advisors, LLC	0.61%	Reduce -34.0%	12,924	$1.0M
United Advisor Group, LLC	0.31%	New	12,977	$1.0M
Collaborative Wealth Managment Inc.	0.49%	No change	12,845	$999K
Rather & Kittrell, Inc.	0.27%	No change	12,787	$994K
Glass Jacobson Investment Advisors llc	0.36%	Add +0.2%	12,757	$992K
SOA Wealth Advisors, LLC.	0.20%	Reduce -3.3%	12,738	$990K
Atlas Capital Advisors Inc.	0.13%	Add +0.2%	12,715	$989K
Beaumont Financial Advisors, LLC	0.08%	Reduce -1.1%	12,680	$986K
Capital Advisors Inc.	0.02%	Add +7.4%	12,560	$977K
San Luis Wealth Advisors LLC	0.23%	New	12,534	$975K
IMC-Chicago, LLC	0.03%	New	12,289	$956K
Fortune Financial Advisors, LLC	0.58%	Add +36.1%	12,246	$952K
Headlands Technologies LLC	0.10%	Add +212.5%	12,195	$948K
Vicus Capital	0.09%	Add +11.7%	12,194	$948K
Pinnacle Bancorp, Inc.	0.28%	Reduce -7.0%	12,108	$942K
Marcum Wealth, LLC	0.09%	Add +43.3%	12,108	$942K
Aaron Wealth Advisors LLC	0.13%	Reduce -0.5%	12,105	$941K
Ascent Group, LLC	0.08%	Add +1.2%	12,091	$940K
FAS Wealth Partners, Inc.	0.08%	Add +5.2%	11,976	$931K
Granite Bay Wealth Management, LLC	0.50%	Reduce -21.8%	11,973	$931K
Bartlett & Co. Wealth Management LLC	0.01%	Add +5.3%	11,803	$928K
Schmidt P J Investment Management Inc.	0.17%	Add +4.6%	11,899	$925K
ICA Group Wealth Management, LLC	0.55%	Reduce -49.4%	11,851	$922K
Guardian Wealth Management, Inc.	0.70%	Add +4.6%	11,694	$909K
Madison Wealth Partners, Inc	0.31%	Reduce -4.7%	11,630	$904K
Prospect Financial Services LLC	0.70%	Add +28.5%	11,622	$904K
Morling Financial Advisors, LLC	0.39%	No change	11,590	$901K
Webster Bank, N. A.	0.10%	Add +1.7%	11,590	$901K
Meridian Management Co.	0.25%	Add +1.5%	11,561	$899K
Cottage Street Advisors LLC	0.53%	Add +5.1%	11,538	$897K
C M Bidwell & Associates Ltd.	0.60%	Reduce -2.4%	11,506	$895K
Clear Creek Financial Management, LLC	0.11%	Add +0.6%	11,494	$894K
Diversify Advisory Services, LLC	0.05%	Add +37.3%	11,590	$894K
Faithward Advisors, LLC	0.16%	Reduce -30.8%	11,490	$893K
Colorado Capital Management, Inc.	0.50%	No change	11,475	$892K
Carlton Hofferkamp & Jenks Wealth Management, LLC	0.35%	Add +1.6%	10,709	$887K
Moloney Securities Asset Management, LLC	0.13%	Reduce -1.4%	11,364	$884K
SWS Partners	0.26%	Reduce -0.3%	11,353	$883K
Lido Advisors, LLC	0.01%	Reduce -15.5%	11,215	$881K
AQR Capital Management	0.00%	New	11,303	$879K
CCG Wealth Management, LLC	0.50%	Reduce -23.3%	11,291	$878K
Napatree Capital LLC	0.71%	Reduce -8.0%	11,262	$876K
NewEdge Wealth, LLC	0.02%	Reduce -4.3%	11,235	$874K
Boyce & Associates Wealth Consulting, Inc.	1.03%	Add +7.2%	11,222	$873K
D'Orazio & Associates, Inc.	0.13%	Reduce -23.3%	11,137	$866K
Bailard, Inc.	0.02%	Reduce -4.1%	11,084	$862K
Hayek Kallen Investment Management	0.32%	Reduce -0.5%	11,057	$860K
Coldstream Capital Management Inc.	0.02%	Add +6.9%	11,056	$860K
Balboa Wealth Partners	0.23%	Reduce -3.1%	10,951	$852K
Adams Wealth Management	0.20%	Reduce -21.2%	10,931	$850K
CacheTech Inc.	0.20%	—	10,931	$850K
Beacon Capital Management, LLC	0.16%	Reduce -7.7%	10,876	$846K
Ethos Financial Group, LLC	0.15%	Reduce -89.3%	10,757	$845K
Insight Wealth Partners, LLC	0.55%	Add +14.5%	10,845	$843K
Barnett & Company, Inc.	0.60%	Reduce -1.0%	10,760	$837K
Institute for Wealth Management, LLC.	0.11%	Reduce -27.8%	10,758	$837K
Sage Financial Group Inc.	0.07%	Reduce -2.1%	10,716	$833K
Gray Wealth Management Inc.	0.36%	Reduce -6.0%	10,689	$831K
Darrow Company, Inc.	0.54%	Add +0.0%	10,671	$830K
Oarsman Capital, Inc.	0.18%	Add +3.1%	10,570	$822K
IFG Advisory, LLC	0.05%	Reduce -85.9%	10,555	$821K
Stonebrook Private Inc.	0.24%	Add +2.7%	10,518	$818K
Walden Wealth Partners LLC	0.46%	No change	10,508	$817K
NWF Advisory Services Inc.	0.13%	Add +0.1%	10,491	$816K
Arete Wealth Advisors, LLC	0.07%	Add +3.0%	10,484	$815K
Old Mission Investment Co LLC	0.26%	Reduce -2.9%	10,442	$812K
Modera Wealth Management, LLC	0.01%	No change	10,374	$807K
Cornerstone Wealth Management, LLC	0.06%	Reduce -1.4%	10,367	$806K
Sand Hill Global Advisors, LLC	0.04%	New	10,362	$806K
Avalon Capital Management	0.26%	No change	10,350	$805K
Sentinel Pension Advisors, LLC	0.17%	Reduce -79.8%	10,346	$805K
ETF Store, Inc.	0.82%	Reduce -10.8%	10,256	$798K
Uptick Partners, LLC	0.61%	No change	9,872	$796K
Cascade Financial Partners, LLC	0.10%	No change	10,206	$794K
Demars Financial Group, LLC	0.38%	Add +0.1%	10,181	$792K
Valeo Financial Advisors, LLC	0.02%	Add +2.1%	10,163	$790K
Certuity, LLC	0.06%	Reduce -3.0%	10,141	$789K
Sunesis Advisors, LLC	0.47%	No change	10,133	$788K
Wealth Alliance, LLC	0.10%	Add +0.8%	10,130	$788K
WFA of San Diego, LLC	0.71%	—	10,107	$786K
Advance Capital Management, Inc.	0.04%	Reduce -6.7%	10,106	$786K
Coombe, Bender & Co LLC	0.46%	Reduce -0.7%	10,060	$782K
Rench Wealth Management, Inc.	0.28%	Reduce -3.5%	10,060	$782K
SignalPoint Asset Management, LLC	0.21%	Add +2.2%	10,053	$782K
Heritage Trust Co	0.10%	No change	10,000	$778K
Brasada Capital Management, LP	0.14%	No change	9,850	$776K
Allie Family Office LLC	0.47%	Add +0.4%	9,974	$776K
Oxinas Partners, LLC	0.51%	Add +83.6%	9,946	$773K
Lyell Wealth Management, LP	0.07%	Reduce -8.4%	9,935	$773K
Bellevue Asset Management, LLC	0.42%	Add +0.3%	9,873	$768K
Schrum Private Wealth Management LLC	0.69%	Reduce -11.8%	9,841	$765K
Landaas & Co. /Wi	0.23%	No change	9,840	$765K
Greenhouse Wealth Management, LLC	0.55%	No change	9,767	$760K
GPS Wealth Strategies Group, LLC	0.11%	Add +11.3%	9,749	$758K
Retirement Planning Group, LLC	0.05%	Add +29.5%	9,748	$758K
Lowe Brockenbrough & Co. Inc.	0.05%	No change	9,641	$758K
Basepoint Wealth LLC	0.60%	Add +4.4%	9,730	$757K
Clear Point Advisors Inc.	0.62%	No change	9,719	$756K
Connecticut Wealth Management, LLC	0.04%	No change	9,676	$752K
Van Cleef Asset Management,Inc	0.09%	Add +21.9%	9,656	$751K
Fusion Capital, LLC	0.34%	Reduce -6.4%	9,648	$750K
Kingfisher Capital LLC	0.18%	Reduce -11.9%	9,617	$748K
Firestone Capital Management	0.20%	No change	9,613	$747K
Invst, LLC	0.08%	Reduce -12.8%	9,651	$747K
McAlister, Sweet & Associates, Inc.	0.53%	Reduce -14.6%	9,561	$743K
Strategies Wealth Advisors, LLC	0.11%	No change	9,458	$735K
Transatlantique Private Wealth LLC	0.30%	Add +5.2%	9,439	$734K
Financial Engines Advisors L.L.C.	0.00%	Reduce -24.3%	9,303	$732K
NSI Retail Advisors, LLC	0.13%	Reduce -9.6%	9,382	$730K
CSM Advisors, LLC	0.05%	Reduce -9.6%	9,382	$730K
Baker Avenue Asset Management, LP	0.02%	Add +2.2%	9,338	$726K
Miramar Capital, LLC	0.18%	Reduce -14.1%	9,315	$724K
Patten & Patten Inc.	0.05%	Add +1.2%	9,285	$722K
My Personal CFO, LLC	0.38%	Add +0.2%	9,209	$716K
Ellevest, Inc.	0.04%	Reduce -0.1%	9,201	$715K
Clarius Group, LLC	0.05%	New	9,162	$712K
9258 Wealth Management, LLC	0.11%	Add +8.5%	9,122	$709K
Bleakley Financial Group, LLC	0.02%	Reduce -2.6%	9,115	$709K
Edgestream Partners, L.P.	0.03%	Add +148.3%	9,110	$708K
Valley Wealth Managers, Inc.	0.06%	Reduce -0.3%	9,056	$704K
Weik Capital Management	0.30%	Reduce -3.7%	9,055	$704K
St Germain D J Co. Inc.	0.03%	Reduce -2.0%	9,035	$703K
Johnson Financial Group, Inc.	0.03%	Reduce -7.3%	8,865	$697K
Prossimo Advisors, LLC	0.63%	New	8,939	$695K
Stephens Consulting, LLC	0.20%	Reduce -12.7%	8,929	$694K
LifePlan Financial, LLC	0.64%	Add +4.6%	8,917	$693K
CGN Advisors LLC	0.08%	Add +52.5%	8,889	$691K
Ancora Advisors LLC	0.02%	Reduce -11.3%	8,843	$688K
HUB Investment Partners, LLC	0.03%	Add +15.4%	8,809	$685K
Strategic Advisors LLC	0.13%	Reduce -9.6%	8,789	$683K
Capital Management Associates, Inc	0.41%	Reduce -3.5%	8,774	$682K
Sawgrass Asset Management LLC	0.07%	No change	8,759	$681K
Rainey & Randall Wealth Advisors Inc.	0.16%	Reduce -4.8%	8,652	$680K
Fairview Capital Investment Management, LLC	0.04%	Reduce -6.4%	8,720	$678K
Summit Wealth & Retirement Planning, Inc.	0.23%	Reduce -1.2%	8,716	$678K
Financial Partners Group, LLC	0.26%	Reduce -0.1%	8,648	$672K
Builder Investment Group Inc.	0.18%	Add +1.1%	8,644	$672K
Blue Trust, Inc.	0.01%	Add +0.2%	8,315	$670K
Moser Wealth Advisors, LLC	0.36%	Add +5.8%	8,593	$668K
Hennion & Walsh Asset Management, Inc.	0.03%	Reduce -2.6%	8,589	$668K
Chapin Davis, Inc.	0.23%	Add +14.7%	8,575	$667K
Appleton Partners Inc.	0.05%	Reduce -4.6%	8,519	$662K
First Financial Corp.	0.34%	Reduce -9.1%	8,495	$661K
Lederer & Associates Investment Counsel	0.48%	No change	8,484	$660K
Smart Portfolios, LLC	0.66%	Add +3.6%	8,420	$655K
Flputnam Investment Management Co.	0.01%	Reduce -32.1%	8,365	$650K
Key Financial Inc	0.16%	No change	8,346	$649K
First Trust Direct Indexing L.P.	0.04%	New	8,328	$648K
One Day In July LLC	0.08%	Reduce -0.1%	8,315	$647K
Associated Banc-Corp	0.02%	New	8,294	$645K
Rothschild Investment LLC	0.04%	Add +3.4%	8,233	$640K
Investment Partners Asset Management, Inc.	0.57%	No change	8,156	$634K
Pension & Wealth Management Advisors, Inc.	0.36%	Reduce -25.3%	8,111	$631K
Keeler Thomas Management LLC	0.21%	Reduce -9.1%	8,096	$630K
FSA Advisors, Inc.	0.65%	Reduce -4.4%	7,960	$621K
Cornell Pochily Investment Advisors, Inc.	0.24%	Reduce -10.3%	7,976	$620K
BKM Wealth Management, LLC	0.30%	Add +42.9%	7,962	$619K
Fulcrum Capital LLC	0.14%	No change	7,925	$616K
FSB Premier Wealth Management, Inc.	0.28%	Reduce -3.8%	7,912	$615K
Jefferies Financial Group Inc.	0.01%	No change	7,872	$612K
Dominguez Wealth Management Solutions, Inc.	0.46%	No change	7,859	$611K
Valicenti Advisory Services Inc.	0.16%	Reduce -26.2%	7,860	$611K
Horizon Investment Services, LLC	0.29%	Reduce -7.5%	7,826	$609K
Full Sail Capital, LLC	0.04%	Reduce -3.5%	7,798	$606K
Summit Financial, LLC	0.03%	New	7,710	$606K
Breakwater Capital Group	0.14%	Add +0.9%	7,766	$604K
Front Row Advisors LLC	0.21%	Reduce -21.9%	7,683	$604K
Costello Asset Management, INC	0.45%	Add +52.2%	7,736	$602K
Perissos Private Wealth Management, LLC	0.54%	Reduce -24.2%	7,731	$601K
Howland Capital Management LLC	0.03%	Add +137.6%	7,616	$598K
Nicholas Hoffman & Company, LLC.	0.03%	Add +0.7%	7,682	$597K
Loudon Investment Management, LLC	0.35%	Add +8.7%	7,653	$595K
Sigma Investment Counselors Inc.	0.04%	Reduce -0.2%	7,641	$594K
Midland Wealth Advisors, LLC	0.04%	Add +26.7%	7,639	$594K
Realta Investment Advisors	0.12%	Add +294.3%	7,629	$593K
FSM Wealth Advisors, LLC	0.20%	No change	7,605	$591K
Salomon & Ludwin, LLC	0.07%	No change	7,604	$591K
Simplex Trading, LLC	0.02%	New	7,569	$588K
North Star Asset Management Inc.	0.03%	Add +17.7%	7,557	$588K
Sonora Investment Management Group, LLC	0.05%	No change	7,279	$587K
49 Wealth Management, LLC	0.12%	Add +8.9%	7,547	$584K
Sharkey, Howes & Javer	0.09%	Reduce -33.0%	7,464	$580K
Patton Albertson Miller Group, LLC	0.08%	Reduce -33.3%	7,405	$576K
SP Asset Management LLC	0.05%	No change	7,392	$575K
Mission Creek Capital Partners, Inc.	0.14%	Reduce -45.7%	7,369	$573K
W Advisors, LLC	0.38%	Add +9.5%	7,366	$573K
Gemmer Asset Management LLC	0.06%	Reduce -6.1%	7,352	$572K
Ransom Advisory, Ltd	0.28%	Reduce -0.7%	7,263	$565K
Heritage Oak Wealth Advisors LLC	0.29%	—	7,221	$562K
AlphaQ Advisors LLC	1.66%	Reduce -0.9%	7,194	$559K
Bordeaux Wealth Advisors LLC	0.11%	Reduce -51.0%	7,135	$555K
Fortis Capital Advisors, LLC	0.20%	Reduce -1.8%	7,122	$554K
Investmark Advisory Group LLC	0.29%	Reduce -9.3%	7,097	$552K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.06%	Reduce -41.0%	7,090	$551K
Capital Planning LLC	0.16%	Reduce -43.7%	7,003	$550K
Rain Capital Management, LLC	0.38%	No change	6,831	$537K
Van Hulzen Asset Management, LLC	0.04%	Reduce -10.6%	6,873	$534K
Holderness Investments Co.	0.13%	Reduce -1.2%	6,860	$533K
OMC Financial Services LTD	0.25%	Add +30.3%	6,853	$533K
Tiller Private Wealth, Inc.	0.23%	Add +10.9%	6,841	$532K
Pine Valley Investments Ltd Liability Co	0.04%	Reduce -8.2%	6,827	$532K
Ridgecrest Wealth Partners, LLC	0.32%	Add +33.9%	6,813	$530K
Cobblestone Capital Advisors LLC	0.03%	Reduce -11.1%	6,803	$529K
Moors & Cabot, Inc.	0.03%	Reduce -10.8%	6,790	$528K
Forte Capital LLC	0.06%	Reduce -1.9%	6,783	$527K
SpiderRock Advisors, LLC	0.01%	Add +21.8%	6,779	$527K
Covington Investment Advisors Inc.	0.08%	Add +3.2%	6,756	$525K
Sage Capital Advisors,llc	0.15%	No change	6,742	$524K
Mirador Capital Partners LP	0.10%	Reduce -4.1%	6,732	$523K
Trilogy Capital Inc.	0.03%	Add +151.6%	6,724	$523K
Kelleher Financial Advisors	0.21%	No change	6,680	$519K
Mission Wealth Management, LP	0.01%	Reduce -94.4%	6,631	$516K
Precedent Wealth Partners, LLC	0.21%	Add +150.4%	6,601	$513K
Vanguard Personalized Indexing Management, LLC	0.01%	Add +6.3%	6,593	$513K
FC Advisory LLC	0.19%	Add +14.6%	6,572	$511K
Bryant Woods Investment Advisors, LLC	0.37%	New	7,220	$511K
LCNB Corp.	0.19%	Add +2.7%	6,570	$511K
Keating Investment Counselors Inc.	0.16%	Reduce -49.3%	6,557	$510K
Tranquility Partners, LLC	0.20%	Reduce -0.9%	6,529	$508K
Callan Capital, LLC	0.04%	New	6,518	$507K
Round Rock Advisors LLC	0.12%	Reduce -1.4%	6,502	$506K
Prosperity Wealth Management, Inc.	0.25%	Add +5.2%	6,484	$504K
Godsey & Gibb, Inc.	0.05%	Reduce -6.9%	6,480	$504K
Tidemark, LLC	0.23%	Add +8.8%	6,472	$503K
Annex Advisory Services, LLC	0.02%	Reduce -12.4%	6,467	$503K
Badgley Phelps Wealth Managers, LLC	0.01%	Add +85.0%	6,396	$503K
Mezzasalma Advisors, LLC	0.21%	Reduce -23.4%	6,427	$500K
Signaturefd, LLC	0.01%	Reduce -4.3%	6,421	$499K
Clarkston Capital Partners, LLC	0.01%	No change	6,416	$499K
KFG Wealth Management, LLC	0.20%	Add +56.2%	6,371	$495K
O'ROURKE & COMPANY, Inc	0.28%	Add +26.4%	6,372	$495K
Whittier Trust Co.	0.01%	Reduce -26.8%	6,331	$492K
Ellis Investment Partners, LLC	0.10%	Add +33.4%	6,313	$491K
PDS Planning, Inc	0.05%	Add +1.6%	6,303	$490K
Austin Private Wealth, LLC	0.05%	Reduce -12.5%	6,280	$488K
Pinion Investment Advisors, LLC	0.24%	No change	6,210	$483K
Evergreen Capital Management LLC	0.02%	Add +0.4%	6,127	$482K
FinTrust Capital Advisors, LLC	0.09%	Add +1.9%	6,172	$480K
Traynor Capital Management, Inc.	0.04%	Add +0.3%	6,156	$479K
Commons Capital, LLC	0.58%	No change	6,154	$479K
Squire Investment Management Company, LLC	0.27%	No change	6,144	$478K
Seneca House Advisors	0.21%	Reduce -9.0%	6,141	$478K
American Capital Advisory, LLC	0.34%	Add +71.0%	6,265	$477K
Zacks Investment Management	0.01%	Add +38.1%	6,010	$467K
Andrews, Lucia Wealth Management LLC	0.33%	No change	5,782	$466K
International Private Wealth Advisors LLC	0.78%	Reduce -12.5%	5,975	$465K
Haverford Trust Co	0.00%	No change	5,961	$464K
Maripau Wealth Management LLC	0.32%	Reduce -6.0%	5,884	$462K
Guild Investment Management, Inc.	0.53%	Add +23.0%	5,880	$462K
Ieq Capital, LLC	0.01%	Add +10.2%	5,884	$458K
Constant Guidance Financial LLC	0.47%	No change	9,272	$456K
Magnus Financial Group LLC	0.05%	Add +103.4%	5,819	$452K
Plan Group Financial, LLC	0.28%	Reduce -67.1%	5,798	$451K
Darden Wealth Group Inc	0.27%	Add +9.2%	5,789	$450K
Obsidian Cio, LLC	0.11%	Reduce -8.0%	5,783	$450K
Cross Staff Investments Inc	0.37%	Reduce -2.0%	5,776	$449K
Stockman Wealth Management, Inc.	0.08%	Reduce -5.9%	5,772	$449K
Freestone Capital Holdings, LLC	0.02%	Reduce -55.3%	5,772	$449K
Verity & Verity, LLC	0.05%	Reduce -40.2%	5,768	$449K
Centerpoint Advisors, LLC	0.16%	Reduce -3.3%	5,754	$447K
Herold Advisors, Inc.	0.10%	Add +29.9%	5,738	$446K
GGM Financial LLC	0.41%	—	5,724	$445K
Meridian Wealth Advisors, LLC	0.08%	Add +63.9%	5,721	$445K
NorthRock Partners, LLC	0.02%	Add +12.7%	7,948	$444K
Florida Trust Wealth Management Co	0.02%	Reduce -4.2%	5,683	$442K
Regions Financial Corp.	0.00%	New	5,643	$439K
Cornerstone Enterprises, LLC	0.29%	Reduce -6.6%	5,618	$437K
Lantern Wealth Advisors, LLC	0.31%	Add +34.2%	5,578	$434K
Relyea Zuckerberg Hanson LLC	0.07%	Reduce -7.9%	5,570	$433K
Dorsey & Whitney Trust CO LLC	0.03%	Reduce -22.6%	5,558	$432K
Howe & Rusling Inc.	0.04%	Reduce -0.9%	5,550	$432K
ZynergyRetirementPlanningLLC	0.33%	—	5,548	$431K
Mach-1 Financial Group, LLC	0.30%	Add +8.6%	5,508	$429K
Private Client Services, LLC	0.27%	No change	5,497	$427K
Birchcreek Wealth Management, LLC	0.24%	Reduce -33.0%	5,472	$426K
Carret Asset Management, LLC	0.05%	Add +14.7%	5,462	$425K
Merriman Wealth Management, LLC	0.02%	Add +0.2%	5,396	$424K
Grey Ledge Advisors, LLC	0.12%	Add +0.7%	5,439	$423K
Rice Partnership, LLC	0.09%	New	5,405	$420K
Tidal Investments LLC	0.01%	Add +40.4%	5,394	$419K
Grant/GrossMendelsohn, LLC	0.19%	Add +9.3%	5,333	$419K
Westwood Holdings Group Inc.	0.00%	No change	5,388	$419K
Next Capital Management LLC	0.18%	Add +5.9%	5,356	$416K
Aspen Investment Management Inc	0.21%	Add +4.0%	5,341	$416K
Buska Wealth Management, LLC	0.17%	Add +95.3%	5,337	$415K
Procyon Advisors, LLC	0.03%	Add +38.3%	5,303	$412K
Owen LaRue, LLC	0.25%	Reduce -4.9%	5,278	$410K
Sanchez Wealth Management Group	0.13%	No change	5,276	$410K
1ST Source Bank	0.02%	No change	5,210	$405K
Cannon Financial Strategists, Inc.	0.08%	No change	5,208	$405K
Essex Bank	0.11%	Add +2.1%	5,177	$403K
Norden Group LLC	0.08%	No change	5,165	$402K
Tsfg, LLC	0.09%	Reduce -0.4%	5,155	$401K
Forum Financial Management, LP	0.01%	Add +91.4%	5,142	$400K
Successful Portfolios LLC	0.28%	Add +14.4%	5,119	$398K
Duncker Streett & Co. Inc.	0.08%	No change	5,093	$396K
Legacy Financial Advisors, Inc.	0.07%	Reduce -6.0%	5,086	$395K
Bedel Financial Consulting, Inc.	0.06%	Reduce -2.4%	5,084	$395K
Alley Investment Management Company, LLC	0.05%	Add +1.5%	5,059	$393K
Cherry Tree Wealth Management, LLC	0.10%	No change	5,051	$393K
Tenon Financial LLC	0.31%	No change	5,035	$392K
DDD Partners, LLC	0.05%	Reduce -0.5%	5,034	$391K
CM Wealth Advisors LLC	0.19%	Reduce -14.0%	4,961	$390K
FineMark National Bank & Trust	0.01%	Reduce -7.5%	5,012	$390K
GoalVest Advisory LLC	0.12%	No change	5,008	$389K
Heirloom Wealth Management	0.13%	No change	5,005	$389K
Financial Perspectives, Inc	0.14%	Add +0.6%	5,001	$389K
Fiduciary Family Office, LLC	0.15%	No change	5,000	$389K
Silver Lake Advisory, LLC	0.10%	Add +7.4%	4,993	$388K
Wealthspan Partners, LLC	0.21%	Add +62.7%	4,972	$387K
Planned Solutions, Inc.	0.19%	Add +5.2%	4,966	$386K
Castle Wealth Management LLC	0.18%	No change	4,888	$383K
Leading Edge Financial Planning LLC	0.15%	Reduce -2.8%	4,853	$377K
SIMA Wealth Partners, LLC	0.36%	—	4,824	$375K
Fort Sheridan Advisors LLC	0.06%	New	4,791	$373K
Carson Advisory Inc.	0.26%	Reduce -2.6%	4,739	$368K
Mather Group, Llc.	0.00%	Add +46.8%	4,552	$367K
HM Payson & Co.	0.01%	Reduce -1.5%	4,714	$367K
Capital Advisors Wealth Management, LLC	0.07%	Add +15.7%	4,712	$366K
Ballast, Inc.	0.11%	No change	4,700	$365K
Element Wealth, LLC	0.21%	Add +18.0%	4,689	$365K
Rosenberg Matthew Hamilton	0.11%	Reduce -2.7%	4,707	$364K
Signet Financial Management, LLC	0.05%	Reduce -12.4%	4,675	$364K
Vanguard Capital Wealth Advisors	0.25%	Add +82.9%	4,659	$362K
Omega Financial Group, LLC	0.15%	Reduce -1.0%	4,637	$361K
WoodTrust Financial Corp	0.06%	New	4,628	$360K
Carrera Capital Advisors	0.12%	—	4,530	$356K
TFB Advisors LLC	0.12%	Add +9.6%	4,570	$355K
RKL Wealth Management LLC	0.03%	Reduce -0.6%	4,568	$355K
Del-Sette Capital Management, LLC	0.29%	No change	4,567	$355K
Finer Wealth Management, Inc.	0.23%	Add +5.0%	4,564	$355K
Brick & Kyle, Associates	0.15%	Add +2.9%	4,551	$354K
Foster & Motley Inc.	0.02%	Reduce -1.4%	4,549	$354K
Cornerstone Wealth Group, LLC	0.03%	No change	4,543	$353K
Oldfather Financial Services, LLC	0.14%	Add +1.9%	4,535	$353K
AlphaMark Advisors, LLC	0.12%	Reduce -4.6%	4,500	$350K
MBL Wealth, LLC	0.04%	New	4,488	$349K
TD Capital Management LLC	0.04%	Add +1.2%	4,475	$348K
Wealth Effects LLC	0.13%	Add +21.5%	4,470	$348K
O'Dell Group, LLC	0.09%	No change	4,308	$347K
Seelaus Asset Management LLC	0.36%	Add +13.2%	4,464	$347K
AA Financial Advisors, LLC	0.12%	Add +18.9%	4,451	$346K
Compass Advisory Group LLC	0.15%	Reduce -0.9%	4,391	$345K
Security National Bank of So Dak	0.21%	No change	4,429	$344K
Argus Investors' Counsel, Inc.	0.21%	Reduce -1.8%	4,413	$343K
Legacy Advisory Services, LLC	0.31%	Reduce -6.2%	4,384	$341K
Atlas Financial Advisors, Inc.	0.56%	Add +2.3%	4,371	$340K
Sunflower Bank, N.A.	0.08%	Add +58.0%	4,357	$339K
LGT Financial Advisors LLC	0.71%	Reduce -7.3%	4,350	$338K
Cape Cod Five Cents Savings Bank	0.03%	No change	4,325	$336K
Old North State Wealth Management, LLC	0.22%	No change	4,321	$336K
Shakespeare Wealth Management, LLC	0.10%	New	4,309	$335K
Armstrong Advisory Group, Inc.	0.03%	Add +0.1%	4,274	$332K
Earned Wealth Advisors, LLC	0.13%	New	4,252	$331K
Trademark Financial Management, LLC	0.27%	Reduce -79.0%	4,251	$331K
McIlrath & Eck, LLC	0.05%	No change	4,247	$330K
Heritage Wealth Partners, LLC	0.48%	New	4,234	$329K
Obermeyer Wealth Partners	0.02%	No change	4,223	$328K
Ferguson Wellman Capital Management, Inc.	0.01%	Reduce -65.2%	4,191	$326K
Stone Summit Wealth LLC	0.12%	Reduce -1.2%	4,187	$326K
Quantinno Capital Management LP	0.01%	Reduce -29.0%	4,140	$322K
St. Louis Trust Co	0.05%	No change	4,155	$322K
Montag & Caldwell, LLC	0.06%	Add +0.7%	4,114	$320K
GFG Capital, LLC	0.09%	Add +10.1%	4,112	$320K
WMS Partners, LLC	0.02%	Reduce -6.2%	4,064	$316K
BlackRock Inc.	0.00%	Add +0.1%	4,005	$311K
Keystone Wealth Services, LLC	0.10%	New	4,004	$311K
River Wealth Advisors LLC	0.04%	Reduce -6.1%	4,003	$311K
Wynn Capital, LLC	0.23%	No change	4,000	$311K
Proficio Capital Partners LLC	0.03%	No change	4,000	$311K
Bar Harbor Wealth Management	0.02%	No change	4,000	$311K
Whittier Trust Co. of Nevada Inc.	0.01%	No change	3,994	$311K
Fonville Wealth Management LLC	0.12%	New	3,965	$309K
Bogart Wealth, LLC	0.02%	Reduce -6.4%	3,960	$308K
Bernardo Wealth Planning LLC	0.08%	Add +51.8%	3,956	$308K
Pegasus Asset Management, Inc.	0.10%	Add +0.4%	3,956	$308K
Westmount Partners, LLC	0.10%	Add +7.2%	3,968	$307K
Johnson Bixby & Associates, LLC	0.05%	Reduce -1.5%	3,947	$307K
RMR Wealth Builders	0.04%	Reduce -18.1%	3,942	$306K
AlphaStar Capital Management, LLC	0.03%	Reduce -39.3%	3,921	$305K
Stevard, LLC	0.26%	No change	3,921	$305K
Straight Path Wealth Management	0.16%	Reduce -0.2%	3,920	$305K
Beaird Harris Wealth Management, LLC	0.03%	No change	3,902	$303K
Bantamac Capital, LLC	0.18%	No change	3,900	$303K
D L Carlson Investment Group Inc.	0.06%	Add +5.1%	3,893	$303K
JB Capital LLC	0.02%	Add +6.9%	3,853	$300K
NovaPoint Capital, LLC	0.10%	No change	3,807	$296K
Gerber, LLC	0.23%	Add +0.2%	3,798	$295K
Sightline Wealth Advisors, LLC	0.18%	No change	3,765	$293K
National Wealth Management Group, LLC	0.22%	Add +3.9%	3,752	$292K
Parkside Financial Bank & Trust	0.05%	Add +9.7%	3,744	$291K
Stokes Family Office, LLC	0.03%	Add +25.1%	3,741	$291K
Acorn Financial Advisory Services Inc.	0.05%	Reduce -0.0%	3,739	$291K
TFG Advisers LLC	0.11%	Add +26.3%	3,733	$290K
McElhenny Sheffield Capital Management, LLC	0.10%	Reduce -2.0%	3,730	$290K
Leisure Capital Management	0.13%	Add +1.1%	3,701	$288K
Neuberger Berman Group LLC	0.00%	Add +19.7%	3,700	$288K
GW Henssler & Associates Ltd.	0.02%	Reduce -4.4%	3,675	$286K
Flagstar Securities, Inc.	0.08%	Add +22.0%	3,599	$283K
Patrick M Sweeney & Associates, Inc.	0.23%	Add +24.7%	3,766	$283K
Thompson Davis & Co., Inc.	0.24%	Reduce -5.3%	3,627	$282K
Team Hewins, LLC	0.12%	Reduce -7.7%	3,585	$281K
Northcape Wealth Management, LLC	0.10%	No change	3,600	$280K
Crescent Grove Advisors, LLC	0.03%	No change	3,553	$279K
HFG Advisors, Inc.	0.26%	No change	3,590	$279K
Capital Advisors, Ltd. LLC	0.04%	Reduce -19.3%	3,578	$278K
Tanglewood Wealth Management, Inc.	0.03%	No change	3,559	$277K
Evercore Wealth Management, LLC	0.00%	No change	3,528	$274K
Morris Financial Concepts, Inc.	0.13%	No change	3,515	$273K
Delta Asset Management LLC	0.02%	No change	3,501	$272K
Drucker Wealth 3.0, LLC	0.07%	—	3,490	$271K
Tenret Co LLC	0.19%	No change	3,488	$271K
L. Roy Papp & Associates, LLP	0.03%	Reduce -6.6%	3,480	$271K
Plante Moran Financial Advisors, LLC	0.03%	Add +76.7%	3,480	$271K
Girard Partners LTD.	0.03%	Add +5.9%	3,468	$270K
Jackson Hole Capital Partners, LLC	0.06%	No change	3,454	$269K
Hutchens & Kramer Investment Management Group, LLC	0.15%	No change	3,468	$268K
WealthCollab, LLC	0.19%	No change	3,452	$268K
Lodestone Wealth Management LLC	0.14%	Reduce -35.9%	3,445	$268K
First Foundation Advisors	0.01%	No change	3,420	$266K
Resonant Capital Advisors, LLC	0.02%	Add +2.0%	3,381	$266K
McKinley Carter Wealth Services, Inc.	0.02%	Reduce -59.3%	3,415	$266K
Harbor Advisory Corp.	0.09%	No change	3,409	$265K
DRW Securities, LLC	0.02%	New	3,381	$263K
Harmony Asset Management LLC	0.11%	Reduce -5.6%	3,374	$262K
Acropolis Investment Management, LLC	0.02%	No change	3,370	$262K
Sonoma Private Wealth LLC	0.42%	Reduce -52.9%	3,360	$261K
West Financial Advisors, LLC	0.05%	Add +0.9%	3,353	$261K
Greenleaf Trust	0.00%	Reduce -52.1%	3,351	$261K
GC Wealth Management RIA, LLC	0.05%	No change	3,345	$260K
Meadow Creek Wealth Advisors LLC	0.25%	New	3,335	$259K
Security National Bank of Sioux City Iowa	0.19%	No change	3,335	$259K
Solitude Financial Services	0.12%	Reduce -62.1%	3,335	$259K
Waterford Advisors, LLC	0.11%	No change	3,329	$259K
Clark Asset Management, LLC	0.07%	No change	3,327	$259K
SageView Advisory Group, LLC	0.02%	Reduce -90.1%	3,308	$257K
Financial Advocates Investment Management	0.02%	Reduce -32.3%	3,256	$253K
GRIMES & Co WEALTH MANAGEMENT, LLC	0.01%	Reduce -4.8%	3,244	$252K
Oakworth Capital, Inc.	0.02%	Add +984.6%	3,243	$252K
Peregrine Asset Advisers, Inc.	0.10%	Add +12.1%	3,238	$252K
Creekside Partners	0.14%	—	3,224	$251K
Russell Investments Group, Ltd.	0.00%	Add +287.4%	3,219	$250K
Studio Investment Management LLC	0.06%	Add +41.6%	3,145	$250K
Strategic Financial Partners, Ltd.	0.14%	No change	3,205	$249K
LaSalle St. Investment Advisors, LLC	0.12%	Reduce -25.1%	3,202	$249K
Vigilare Wealth Management	0.11%	Reduce -2.0%	3,201	$249K
Raub Brock Capital Management LP	0.05%	No change	3,185	$248K
Outlook Wealth Advisors, LLC	0.08%	Add +6.0%	3,175	$247K
WESPAC Advisors SoCal, LLC	0.06%	Add +9.5%	3,170	$246K
Main Street Group, LTD	0.12%	Add +0.2%	3,180	$246K
Klingman & Associates, LLC	0.02%	No change	3,154	$245K
Samalin Investment Counsel, LLC	0.11%	Reduce -0.0%	3,144	$245K
Financial Synergies Wealth Advisors, Inc.	0.03%	Add +3.5%	3,133	$244K
CNB Bank	0.12%	Reduce -4.1%	3,128	$243K
Glenmede Trust Co. NA	0.00%	Add +16.2%	3,122	$243K
Eagle Rock Investment Company, LLC	0.04%	Add +9.0%	3,108	$242K
Pacific Center for Financial Services	0.07%	No change	3,096	$241K
Summit Trail Advisors, LLC	0.01%	No change	3,043	$239K
Concentric Wealth Management, LLC	0.06%	No change	3,063	$238K
Rehmann Capital Advisory Group	0.02%	Reduce -2.5%	3,060	$238K
Virtue Capital Management, LLC	0.04%	Reduce -49.5%	2,956	$238K
R. W. Roge & Company, Inc.	0.14%	No change	3,059	$237K
Quadcap Wealth Management, LLC	0.04%	Reduce -46.9%	3,327	$236K
Quadrant Private Wealth Management, LLC	0.05%	New	3,001	$236K
Councilor Wealth, LLC	0.12%	Reduce -16.2%	3,029	$236K
Safeguard Investment Advisory Group, LLC	0.07%	No change	3,026	$235K
Rockwood Wealth Management, LLC	0.03%	New	3,022	$235K
Heritage Wealth Management, Inc.	0.08%	—	3,047	$235K
Wolff Wiese Magana LLC	0.18%	Reduce -6.4%	2,972	$231K
Wealth Alliance Advisory Group, LLC	0.05%	No change	2,970	$231K
Provident Wealth Management, LLC	0.08%	No change	2,969	$231K
Forvis Mazars Wealth Advisors, LLC	0.01%	Reduce -10.4%	2,965	$231K
Mason & Associates Inc	0.06%	Add +0.1%	2,965	$231K
Graypoint LLC	0.02%	Add +9.0%	2,958	$230K
Thrive Capital Management, LLC	0.10%	New	2,954	$230K
Perennial Advisors, LLC	0.05%	No change	2,950	$229K
Roberts Glore & Co. Inc.	0.07%	No change	2,945	$229K
Legacy Financial Group LLC	0.04%	No change	2,936	$228K
Wealth Group, Ltd.	0.16%	No change	2,900	$226K
Wolverine Trading, LLC	0.00%	New	2,853	$222K
Sensible Money, LLC	0.11%	Reduce -14.0%	2,846	$221K
Worth Asset Management, LLC	0.13%	Reduce -73.6%	2,827	$220K
Pure Financial Advisors, LLC	0.01%	Add +2.8%	2,804	$218K
Empire Financial Management Company, LLC	0.07%	New	2,792	$217K
Continental Investors Services, Inc.	0.48%	Add +0.4%	2,791	$217K
Trust Co. of Vermont	0.01%	Add +8.9%	2,787	$217K
Root Financial Partners, LLC	0.05%	New	2,780	$216K
Sax Wealth Advisors, LLC	0.02%	Reduce -62.7%	2,774	$216K
Pine Haven Investment Counsel, Inc	0.18%	Add +3.5%	2,758	$214K
Kraft, Davis & Associates, LLC	0.07%	New	2,599	$214K
Berry Wealth Group, LP	0.17%	Reduce -94.6%	2,751	$214K
TD Waterhouse Canada Inc.	0.00%	Reduce -48.3%	2,761	$214K
Smith Salley Wealth Management	0.02%	Add +6.5%	2,732	$212K
Calamos Wealth Management LLC	0.01%	Reduce -25.0%	2,727	$212K
Lansing Street Advisors	0.09%	No change	2,721	$212K
Idaho Trust Co	0.11%	New	2,718	$211K
Sovereign Financial Group, Inc.	0.05%	No change	2,711	$211K
UMB Bank, n.a.	0.00%	No change	2,700	$210K
Treynor Bancshares, Inc.	0.22%	Reduce -8.3%	2,697	$210K
Tennessee Valley Asset Management Partners	0.04%	New	2,686	$209K
BBR Partners, LLC	0.02%	New	2,683	$209K
Wagner Wealth Management, LLC	0.06%	Add +5.0%	2,676	$208K
Select Asset Management & Trust	0.08%	No change	2,677	$208K
Laidlaw Wealth Management LLC	0.11%	New	2,671	$208K
Gimbal Financial	0.15%	No change	2,625	$207K
Synergy Financial Group, LTD	0.22%	Reduce -1.4%	2,660	$207K
Guardian Wealth Advisors, LLC / NC	0.02%	Reduce -11.3%	2,643	$206K
Blue Chip Partners, LLC	0.02%	Reduce -9.7%	2,637	$205K
Peak Financial Management, Inc.	0.06%	No change	2,635	$205K
BSW Wealth Partners	0.03%	No change	2,632	$205K
Washington Trust Advisors, Inc.	0.02%	Add +2003.2%	2,629	$204K
Allied Investment Advisors, LLC	0.05%	No change	2,623	$204K
Apella Capital, LLC	0.01%	Add +4.0%	2,644	$204K
Keel Point, LLC	0.02%	New	2,523	$203K
Caldwell Sutter Capital, Inc.	0.10%	Add +67.3%	2,610	$203K
TAP Consulting, LLC	0.04%	New	2,602	$202K
Arkansas Financial Group, Inc.	0.04%	Reduce -54.3%	2,599	$202K
Kayne Anderson Rudnick Investment Management LLC	0.00%	No change	2,585	$201K
Martin Capital Partners, LLC	0.08%	Reduce -12.9%	2,585	$201K
Covenant Asset Management, LLC	0.05%	Reduce -2.7%	2,583	$201K
Baltimore-Washington Financial Advisors, Inc.	0.01%	No change	2,577	$200K
Aberdeen Wealth Management LLC	0.13%	No change	2,500	$194K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.06%	New	2,473	$192K
MeadowBrook Investment Advisors LLC	0.18%	No change	2,469	$192K
Harbor Investment Advisory, LLC	0.02%	Add +13.9%	2,469	$192K
Toth Financial Advisory Corp.	0.02%	Reduce -4.5%	2,458	$191K
Financial Freedom, LLC	0.11%	No change	2,421	$188K
Tortoise Investment Management, LLC	0.02%	Add +0.3%	2,362	$184K
Providence Capital Advisors, LLC	0.04%	No change	2,300	$179K
Abound Wealth Management	0.07%	Reduce -5.0%	2,282	$177K
1620 Investment Advisors, Inc.	0.14%	New	2,248	$175K
HBC Financial Services, PLLC	0.11%	Reduce -75.6%	1,754	$172K
Hantz Financial Services, Inc.	0.00%	Add +120.5%	2,205	$171K
Brown, Lisle/Cummings, Inc.	0.06%	Add +10750.0%	2,170	$169K
Hendershot Investments Inc.	0.02%	No change	2,150	$167K
Jupiter Wealth Management LLC	0.09%	New	2,000	$165K
Redwood Wealth Management Group, LLC	0.12%	New	2,120	$165K
Ridgewood Investments LLC	0.08%	New	2,080	$162K
GAMMA Investing LLC	0.02%	Add +47.0%	2,073	$161K
Coston, McIsaac & Partners	0.05%	Add +0.2%	2,084	$161K
Glassman Wealth Services	0.03%	Reduce -14.0%	2,063	$160K
Accordant Advisory Group Inc	0.15%	Reduce -31.0%	2,000	$156K
Roble, Belko & Company, Inc	0.03%	Add +4.7%	1,954	$152K
Transcendent Capital Group LLC	0.08%	No change	1,892	$147K
Byrne Asset Management LLC	0.12%	New	1,827	$141K
Evermay Wealth Management LLC	0.02%	Reduce -8.0%	1,743	$136K
Clear Investment Research, LLC	0.17%	Add +3.2%	1,723	$134K
First Personal Financial Services	0.03%	No change	1,677	$130K
Activest Wealth Management	0.04%	No change	1,630	$127K
Brown Brothers Harriman & Co.	0.00%	Reduce -35.1%	1,619	$126K
Custom Portfolio Group LLC	0.10%	No change	2,370	$123K
Jamison Private Wealth Management, Inc.	0.02%	Reduce -2.5%	1,535	$119K
Palouse Capital Management, Inc.	0.08%	Add +2.8%	1,533	$119K
Sound Income Strategies, LLC	0.01%	Reduce -28.9%	1,529	$119K
NFSG Corp	0.04%	Reduce -0.7%	1,506	$117K
Disciplined Equity Management, Inc.	0.08%	New	1,499	$117K
West Paces Advisors Inc.	0.03%	Reduce -25.2%	1,481	$115K
MassMutual Private Wealth & Trust, FSB	0.00%	Reduce -5.9%	1,300	$101K
BNP Paribas Financial Markets	0.00%	Reduce -90.2%	1,300	$101K
Prestige Wealth Management Group LLC	0.02%	No change	1,244	$98K
Hollencrest Capital Management	0.00%	Add +536.0%	1,253	$97K
Peachtree Investment Partners, LLC	0.04%	No change	1,230	$96K
Hanson & Doremus Investment Management	0.02%	No change	1,204	$94K
Voisard Asset Management Group, Inc.	0.05%	Add +220.0%	1,200	$93K
Ulland Investment Advisors, LLC	0.07%	Reduce -0.3%	1,192	$93K
Cardiff Park Advisors, LLC	0.01%	Add +34.2%	1,196	$93K
Ballast Advisors LLC	0.03%	No change	1,187	$92K
Robinswood Financial LLC	0.04%	New	1,175	$91K
Balentine LLC	0.00%	No change	1,148	$89K
Avalon Trust Co	0.01%	No change	1,140	$89K
Center for Financial Planning, Inc.	0.01%	No change	1,129	$88K
Red Tortoise LLC	0.05%	Reduce -25.9%	1,068	$83K
Gilliland Jeter Wealth Management LLC	0.03%	No change	1,039	$81K
Versant Capital Management, Inc	0.02%	Add +51600.0%	1,034	$80K
Quadrant Capital Group LLC	0.01%	No change	1,015	$79K
JFS Wealth Advisors, LLC	0.01%	Add +30.0%	961	$75K
Tompkins Financial Corp.	0.01%	Reduce -35.1%	958	$74K
MCF Advisors LLC	0.01%	Add +21.1%	945	$74K
Ashton Thomas Private Wealth, LLC	0.00%	New	932	$72K
Indiana Trust & Investment Management Co	0.03%	No change	929	$72K
SJS Investment Consulting Inc.	0.01%	Reduce -50.2%	925	$72K
Allspring Global Investments Holdings, LLC	0.00%	No change	911	$71K
Tucker Asset Management LLC	0.02%	No change	892	$69K
Federation des caisses Desjardins du Quebec	0.00%	No change	875	$68K
Liberty Wealth Management LLC	0.01%	New	52,595	$68K
Tyler-Stone Wealth Management	0.03%	No change	829	$64K
Glen Eagle Advisors, LLC	0.01%	Reduce -16.9%	810	$63K
Lynx Investment Advisory	0.05%	—	803	$62K
Great Lakes Retirement, Inc.	0.01%	New	791	$62K
Riggs Asset Managment Co. Inc.	0.02%	Add +0.1%	792	$62K
Global Trust Asset Management, LLC	0.02%	No change	762	$59K
Wetzel Investment Advisors, Inc.	0.03%	No change	733	$59K
Vermillion & White Wealth Management Group, LLC	0.04%	No change	748	$58K
Archer Investment Corp	0.02%	Add +21.7%	723	$56K
LRI Investments, LLC	0.01%	Reduce -47.6%	715	$56K
Global Wealth Strategies & Associates	0.02%	Reduce -2.7%	710	$55K
Spotlight Asset Group, Inc.	0.04%	No change	700	$54K
Lindbrook Capital, LLC	0.01%	No change	691	$54K
Hexagon Capital Partners LLC	0.01%	Add +355.5%	665	$52K
Proffitt & Goodson Inc.	0.01%	No change	650	$51K
JDM Financial Group LLC	0.03%	No change	623	$48K
Addison Advisors LLC	0.02%	No change	621	$48K
Van Den Berg Management I, Inc.	0.01%	No change	609	$47K
Family Asset Management, LLC	0.03%	Add +1848.4%	604	$47K
Founders Capital Management	0.03%	No change	600	$47K
Venturi Wealth Management, LLC	0.00%	Add +2.4%	592	$46K
Clean Yield Group	0.02%	No change	566	$44K
True Wealth Design, LLC	0.01%	No change	524	$41K
Koesten, Hirschmann & Crabtree, INC.	0.03%	No change	500	$40K
Fairfield Financial Advisors, LTD	0.01%	—	503	$39K
Operose Advisors LLC	0.01%	Reduce -80.9%	498	$39K
Avion Wealth	0.01%	Add +362.3%	490	$38K
Castleview Partners, LLC	0.02%	Add +73.8%	464	$36K
Bear Mountain Capital, Inc.	0.01%	Add +0.9%	425	$34K
Signature Resources Capital Management, LLC	0.03%	No change	415	$32K
Raleigh Capital Management Inc.	0.01%	No change	392	$30K
Olistico Wealth, LLC	0.02%	New	366	$28K
Ameritas Investment Partners, Inc.	0.00%	Add +29.1%	355	$28K
IFS Advisors, LLC	0.02%	Add +0.9%	350	$27K
PFG Private Wealth Management, LLC	0.02%	New	343	$27K
MilWealth Group LLC	0.01%	No change	330	$26K
Iron Horse Wealth Management, LLC	0.01%	New	330	$26K
Ritter Daniher Financial Advisory LLC / DE	0.01%	No change	325	$25K
First Horizon Advisors, Inc.	0.00%	No change	320	$25K
PSI Advisors, LLC	0.01%	No change	320	$25K
Financial Gravity Asset Management, Inc.	0.01%	New	318	$25K
Central Pacific Bank - Trust Division	0.00%	No change	316	$25K
Emfo, LLC	0.02%	No change	306	$24K
Optimum Investment Advisors	0.01%	No change	287	$22K
Quent Capital, LLC	0.00%	No change	277	$22K
Security National Bank	0.00%	Reduce -8.4%	271	$21K
Transamerica Financial Advisors, LLC	0.00%	No change	268	$21K
Phillips Financial Management, LLC	0.00%	No change	270	$21K
First Community Trust NA	0.02%	No change	268	$21K
Moisand Fitzgerald Tamayo, LLC	0.00%	No change	264	$21K
Dunhill Financial, LLC	0.01%	No change	259	$20K
WASHINGTON TRUST Co	0.00%	No change	245	$19K
PrairieView Partners, LLC	0.00%	No change	254	$19K
Jackson, Grant Investment Advisers, Inc.	0.01%	Add +1.3%	243	$19K
Morton Brown Family Wealth, LLC	0.01%	No change	225	$18K
Oliver Lagore Vanvalin Investment Group	0.01%	Reduce -27.6%	226	$18K
Sage Mountain Advisors LLC	0.00%	Reduce -98.5%	220	$17K
Covestor Ltd	0.01%	Reduce -1.3%	223	$17K
Pineridge Advisors LLC	0.01%	New	210	$16K
Heritage Wealth Advisors	0.00%	Reduce -95.0%	210	$16K
City State Bank	0.01%	Reduce -23.0%	208	$16K
West Branch Capital LLC	0.01%	No change	204	$16K
New England Capital Financial Advisors LLC	0.01%	No change	200	$16K
Steph & Co.	0.01%	No change	200	$16K
Coppell Advisory Solutions LLC	0.00%	—	200	$16K
Windsor Advisory Group, LLC	0.03%	No change	189	$15K
Perritt Capital Management Inc	0.01%	No change	175	$14K
NewSquare Capital LLC	0.00%	Add +3160.0%	163	$13K
Biltmore Family Office, LLC	0.00%	No change	150	$12K
Knuff & Co LLC	0.00%	New	137	$11K
M&R Capital Management Inc.	0.00%	No change	135	$10K
Financial Management Professionals, Inc.	0.00%	No change	125	$10K
Hershey Financial Advisers, LLC	0.01%	—	122	$9K
Naples Money Management LLC	0.01%	Add +1.7%	118	$9K
Painted Porch Advisors LLC	0.01%	New	115	$9K
Unique Wealth Strategies, LLC	0.00%	New	101	$8K
Kozak & Associates, Inc.	0.00%	No change	102	$8K
Legacy Bridge, LLC	0.00%	Reduce -28.1%	100	$8K
RFP Financial Group LLC	0.00%	No change	100	$8K
Kelly Financial Services LLC	0.00%	Reduce -98.5%	97	$8K
Institutional & Family Asset Management, LLC	0.00%	No change	94	$7K
Bray Capital Advisors	0.00%	No change	90	$7K
Birchbrook, Inc.	0.00%	Reduce -63.1%	80	$6K
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%	Add +1.5%	68	$5K
HighMark Wealth Management LLC	0.00%	No change	61	$5K
Citizens National Bank Trust Department	0.00%	No change	60	$5K
New Millennium Group LLC	0.00%	New	50	$4K
Frazier Financial Advisors, LLC	0.00%	No change	50	$4K
WR Wealth Planners, LLC	0.00%	Reduce -21.9%	50	$4K
Redmont Wealth Advisors LLC	0.01%	No change	49	$4K
Annapolis Financial Services, LLC	0.00%	No change	48	$4K
Sittner & Nelson, LLC	0.00%	Reduce -95.4%	48	$4K
IAG Wealth Partners, LLC	0.00%	No change	48	$4K
Angeles Wealth Management, LLC	0.00%	Reduce -91.5%	30	$2K
Chilton Capital Management LLC	0.00%	Reduce -40.0%	30	$2K
Private Wealth Management Group, LLC	0.00%	No change	28	$2K
Financial Network Wealth Advisors LLC	0.00%	New	26	$2K
Financial Connections Group, Inc.	0.00%	New	31	$2K
Silicon Valley Capital Partners	0.00%	No change	25	$2K
Opal Wealth Advisors, LLC	0.00%	New	25	$2K
Christopher J. Hasenberg, Inc	0.00%	New	23	$2K
Fairman Group, LLC	0.00%	No change	7	$540
Family Firm, Inc.	0.00%	New	6	$470
Citadel Advisors	0.00%	Reduce -100.0%	6	$467
Horizon Financial Services, LLC	0.00%	New	5	$416
SWAN Capital LLC	0.00%	New	5	$389
Mattson Financial Services, LLC	0.00%	—	2	$156
Strengthening Families & Communities, LLC	0.00%	New	6	$0

"% 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.