Schwab US DVD Equity ETFSCHDETF

13F holders, Q1 2025 (March 31)

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

1,811holders +4

107new positions

86sold out

4famous investors

$27.94avg. 13F price*

At the end of Q1 2025, 1,811 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings, up 4 from Q4 2024. 107 opened new positions and 86 sold out. The largest holders were LPL Financial LLC ($1.1B), Rakuten Investment Management, Inc. ($911.0M) and Bank of America Corp. ($901.5M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q4 2024 → Q1 2025

	Institutions	Total Value
New Positions	107	$143.9M
Exits	86	$92.3M

All 13F filers, Q4 2024 → Q1 2025: 56,822,189 shares bought and 55,744,910 shares sold, net +1,077,279 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,811 holders


LPL Financial LLC	0.42%	Add +6.8%	38,785,482	$1.1B
Rakuten Investment Management, Inc.	4.17%	—	33,032,234	$911.0M
Bank of America Corp.	0.08%	Reduce -35.0%	32,243,420	$901.5M
Wealthspire Advisors, LLC	4.94%	Add +95.2%	29,554,836	$826.4M
Morgan Stanley	0.06%	Add +3.1%	29,361,323	$820.9M
Avantax Advisory Services, Inc.	4.69%	Add +6.3%	27,640,926	$772.8M
Raymond James Financial Inc.	0.22%	Reduce -2.3%	21,199,631	$592.7M
Sumitomo Life Insurance Co.	18.58%	Reduce -30.8%	18,570,000	$519.2M
Envestnet Asset Management Inc.	0.16%	Reduce -7.6%	18,132,678	$507.0M
Northwestern Mutual Wealth Management Co.	0.41%	Reduce -2.5%	17,763,626	$496.7M
Ameriprise Financial Inc.	0.13%	Add +0.7%	17,539,875	$491.2M
UBS Group AG	0.10%	Reduce -3.1%	15,485,194	$433.0M
Wealthfront Advisers LLC	1.05%	Reduce -2.7%	13,924,582	$389.3M
Commonwealth Equity Services, LLC	0.53%	Add +2.8%	13,496,416	$377.4M
Wealth Enhancement Advisory Services, LLC	0.62%	Add +1.6%	11,654,619	$325.9M
Orgel Wealth Management, LLC	8.37%	Add +4.1%	11,520,110	$322.1M
Osaic Holdings, Inc.	0.63%	Add +11.5%	10,047,605	$281.0M
Wells Fargo & Company	0.07%	Reduce -19.0%	9,960,232	$278.5M
Avantax Planning Partners, Inc.	9.54%	Add +2.7%	9,634,773	$269.4M
Royal Bank of Canada	0.06%	Add +0.9%	9,164,874	$256.3M
Mariner, LLC	0.38%	Add +0.3%	8,235,659	$230.3M
Cresset Asset Management, LLC	1.06%	Add +37.5%	7,582,282	$212.0M
Cetera Investment Advisers	0.37%	Add +12.4%	6,818,561	$190.6M
Cambridge Investment Research Advisors, Inc.	0.64%	Reduce -4.7%	6,768,332	$189.2M
Cassaday & Co Wealth Management LLC	4.65%	Add +2.8%	5,917,303	$165.4M
MML Investors Services, LLC	0.55%	Add +9.0%	5,872,993	$164.2M
HighTower Advisors, LLC	0.22%	Add +8.2%	5,669,012	$158.5M
Cwm, LLC	0.63%	Add +15.5%	5,650,775	$158.0M
Cerity Partners LLC	0.32%	Reduce -0.3%	5,620,573	$157.2M
JPMorgan Chase & Co.	0.01%	Add +9.7%	5,566,702	$155.6M
Keystone Financial Planning, Inc.	45.72%	Add +2.3%	5,488,320	$153.5M
HHM Wealth Advisors, LLC	18.73%	Add +2.1%	4,975,278	$139.1M
Creative Planning	0.12%	Add +3.5%	4,483,982	$125.4M
Baird Financial Group, Inc.	0.24%	Reduce -0.1%	4,388,473	$122.7M
Diversified Enterprises, LLC	9.89%	Add +5.3%	4,204,454	$117.6M
Cullen/Frost Bankers, Inc.	1.60%	Reduce -0.5%	4,090,737	$114.4M
Keybank National Association	0.43%	Reduce -0.8%	3,799,101	$106.2M
Truist Financial Corp.	0.16%	Add +0.8%	3,572,321	$99.9M
LVW Advisors, LLC	11.93%	Reduce -1.6%	3,538,710	$98.9M
Kestra Advisory Services, LLC	0.44%	Reduce -29.9%	3,272,557	$91.5M
Focus Financial Network, Inc.	3.73%	Add +2.5%	3,262,533	$91.2M
Fifth Third Bancorp	0.33%	Add +3.0%	3,129,487	$87.5M
Bouchey Financial Group, Ltd.	7.55%	Add +2.1%	2,993,100	$83.7M
Berger Financial Group, Inc	5.69%	Add +10.9%	2,927,350	$81.8M
Charles Schwab Trust Bank	100.00%	Reduce -27.0%	2,886,538	$80.7M
IMA Advisory Services, Inc.	9.56%	Add +7.2%	2,881,242	$80.5M
Asset Advisors Investment Management, LLC	8.14%	Reduce -2.4%	2,769,066	$77.4M
Valmark Advisers, Inc.	1.15%	Reduce -7.7%	2,721,229	$76.1M
Mirae Asset Global Investments Co., Ltd.	0.30%	Add +7.3%	2,695,791	$74.3M
CVA Family Office, LLC	10.48%	Add +6.4%	2,445,913	$68.4M
Harbour Investments, Inc.	1.92%	Add +1.6%	2,397,477	$67.0M
Aptus Capital Advisors, LLC	0.74%	Add +5.8%	2,346,090	$65.6M
CGC Financial Services, LLC	24.92%	Add +3.1%	2,253,695	$63.0M
Stifel Financial Corp.	0.07%	Add +0.8%	2,207,945	$61.7M
MAI Capital Management	0.45%	Add +0.2%	2,143,256	$59.9M
Steward Partners Investment Advisory, LLC	0.51%	Reduce -2.6%	2,075,375	$58.0M
Howard Financial Services, LTD.	7.89%	Add +2.5%	2,073,100	$58.0M
Jones Financial Companies LLLP	0.05%	Add +43.1%	2,082,694	$57.4M
Marquette Asset Management, LLC	9.97%	Add +0.3%	2,022,508	$56.5M
Allworth Financial LP	0.31%	Add +1.9%	2,140,743	$55.0M
Summit Asset Management, LLC	9.49%	Add +0.7%	1,960,336	$54.8M
Gerber Kawasaki Wealth & Investment Management	2.42%	Add +0.9%	1,926,141	$53.9M
Pathstone Holdings, LLC	0.23%	Add +102.6%	1,915,842	$53.6M
Summit Financial Wealth Advisors, LLC	10.37%	Add +1.5%	1,868,599	$52.2M
Victory Financial Group, LLC	9.83%	Add +5.0%	1,838,792	$51.2M
D.A. Davidson & Co.	0.41%	Reduce -47.6%	1,827,847	$51.1M
Ameritas Advisory Services, LLC	2.00%	Reduce -17.7%	1,788,065	$49.6M
Private Advisor Group, LLC	0.30%	Add +5.6%	1,763,568	$49.3M
ESL Trust Services, LLC	11.11%	Reduce -0.0%	1,760,616	$49.2M
True Link Financial Advisors, LLC	3.66%	Add +11.9%	1,754,522	$49.1M
Spinnaker Investment Group, LLC	10.98%	Add +6.4%	1,737,381	$48.6M
Scott Capital Advisors, LLC	14.43%	Add +2.6%	1,729,624	$48.4M
Equitable Holdings, Inc.	0.46%	Add +16.7%	1,729,280	$48.4M
Main Street Financial Solutions, LLC	4.16%	Add +4.9%	1,713,584	$47.9M
Whelan Financial	18.35%	Add +0.1%	1,687,353	$47.2M
Sarver Vrooman Wealth Advisors	30.58%	—	1,643,805	$46.0M
Adamsbrown Wealth Consultants LLC	14.11%	Add +4.8%	1,607,111	$44.9M
Bokf, NA	0.79%	Add +8.1%	1,606,063	$44.9M
Waverly Advisors, LLC	0.54%	Add +7.8%	1,594,056	$44.6M
Securian Asset Management, Inc.	1.34%	No change	1,581,000	$44.2M
Reliant Wealth Planning	20.16%	Reduce -0.3%	1,580,323	$44.2M
Burkett Financial Services, LLC	18.00%	Add +2.5%	1,580,169	$44.2M
Pinnacle Associates Ltd.	0.64%	Reduce -26.6%	1,568,374	$43.9M
Allied Investment Advisors, LLC	8.12%	Add +5.3%	1,531,316	$42.8M
HB Wealth Management, LLC	0.36%	Add +6.0%	1,524,103	$42.6M
Golden Reserve Retirement LLC	16.77%	—	1,508,128	$42.2M
Blair William & Co.	0.13%	Add +6.3%	1,507,157	$42.1M
Northwest Quadrant Wealth Management, LLC	9.83%	Add +26.0%	1,497,709	$41.9M
Focus Partners Wealth	0.10%	Add +2.0%	1,486,458	$41.6M
Mercer Global Advisors Inc.	0.10%	Add +3.4%	1,486,016	$41.5M
Mfa Wealth Advisors, LLC	10.27%	Add +0.4%	1,483,443	$41.5M
CENTRAL TRUST Co	1.02%	Reduce -5.9%	1,479,868	$41.4M
Wealthcare Advisory Partners LLC	1.10%	Add +4.1%	1,468,080	$41.0M
Focus Partners Advisor Solutions, LLC	0.62%	Reduce -0.1%	1,458,345	$40.8M
Evergreen Advisors, LLC	11.18%	Reduce -0.3%	1,440,267	$40.3M
Richardson Capital Management LLC	25.04%	Add +2.8%	1,435,948	$40.1M
Walker Financial Services, Inc.	20.64%	Add +7.7%	1,408,378	$39.4M
Presidio Capital Management, LLC	16.29%	Add +32.7%	1,396,412	$39.0M
Atria Wealth Solutions, Inc.	0.46%	Reduce -0.2%	1,362,043	$38.1M
Apexium Financial, LP	2.26%	Add +3.4%	1,356,970	$37.9M
Leelyn Smith, LLC	6.73%	Add +4.7%	1,355,031	$37.9M
Sunburst Financial Group, LLC	9.20%	Add +2.1%	1,340,110	$37.5M
Wealthspire Retirement, LLC	2.95%	Add +6.8%	1,331,808	$37.2M
Beacon Pointe Advisors, LLC	0.41%	Reduce -7.3%	1,308,070	$36.6M
Venture Visionary Partners LLC	1.51%	Add +9.6%	1,289,798	$36.1M
Assetmark, Inc.	0.10%	Add +5.9%	1,281,631	$35.8M
Planning Directions Inc.	15.30%	Add +10.2%	1,280,082	$35.8M
Noble Family Wealth, LLC	9.78%	Add +5.6%	1,269,979	$35.5M
Cedar Wealth Management, LLC	12.60%	Add +0.8%	1,266,531	$35.4M
Captrust Financial Advisors	0.09%	Add +19.9%	1,244,744	$34.8M
Steele Capital Management, Inc.	1.78%	Reduce -0.1%	1,222,824	$34.2M
Founders Financial Securities LLC	2.88%	Add +2.4%	1,319,531	$34.0M
Two Sigma Investments, LP	0.08%	New	1,207,941	$33.8M
Vaughan David Investments LLC	0.79%	Reduce -0.3%	1,204,461	$33.7M
WFA Asset Management Corp	17.59%	Reduce -53.7%	417,238	$33.6M
Prosperity Consulting Group, LLC	2.57%	Add +9.9%	1,187,512	$33.2M
Stratos Investment Management, LLC	1.77%	Add +34.7%	1,186,861	$33.2M
Lodestar Private Asset Management LLC	4.17%	Add +3.8%	1,185,871	$33.2M
Brookstone Capital Management	0.46%	Add +141.0%	1,142,979	$32.0M
CRA Financial Services, LLC	5.40%	Add +5.6%	1,128,909	$31.6M
Janney Montgomery Scott LLC	0.09%	Add +3.8%	1,114,329	$31.2M
Horizon Investments, LLC	0.93%	Reduce -2.2%	1,111,414	$31.1M
Nadler Financial Group, Inc.	3.41%	Add +0.4%	1,101,407	$30.8M
Kohmann Bosshard Financial Services, LLC	3.62%	Reduce -1.9%	1,096,815	$30.7M
Ausdal Financial Partners, Inc.	2.30%	Add +5.5%	1,090,437	$30.5M
Regimen Wealth, LLC	9.76%	Add +2.3%	1,086,139	$30.4M
Choreo, LLC	0.47%	Reduce -1.9%	1,070,787	$30.0M
American Financial Advisors, LLC	4.33%	Reduce -1.4%	1,067,891	$29.9M
ForthRight Wealth Management, LLC	9.91%	Add +2.8%	1,059,480	$29.6M
Thrivent Financial for Lutherans	0.07%	Reduce -21.2%	1,011,123	$29.6M
Duncan Williams Asset Management, LLC	10.55%	Add +10.2%	1,044,607	$29.2M
Hudock, Inc.	5.09%	Reduce -3.5%	1,041,820	$29.1M
Aspire Capital Advisors LLC	8.68%	Reduce -4.5%	1,040,060	$29.1M
Silver Coast Investments LLC	10.99%	Reduce -8.4%	1,036,235	$29.0M
Brady Martz Wealth Solutions, LLC	6.53%	Reduce -4.0%	1,030,824	$28.8M
Stratos Wealth Partners, LTD.	0.44%	Reduce -3.7%	1,015,858	$28.4M
Equitable Trust Co.	1.57%	Reduce -3.6%	1,015,217	$28.4M
Curran Financial Partners, LLC	6.91%	Add +9.9%	1,006,727	$28.1M
Stephens Inc.	0.41%	Add +7.1%	990,262	$27.7M
Intergy Private Wealth, LLC	10.36%	Add +2.1%	974,009	$27.2M
Regal Investment Advisors LLC	2.18%	Add +23.0%	963,901	$27.0M
Merit Financial Group, LLC	0.40%	Reduce -4.8%	954,107	$26.7M
First Command Advisory Services, Inc.	0.26%	Add +8.4%	949,867	$26.6M
Principle Wealth Partners LLC	1.90%	Reduce -45.8%	947,851	$26.5M
SRH Advisors, LLC	8.14%	Reduce -3.9%	942,552	$26.4M
Souders Financial Advisors	3.68%	Add +7.7%	941,678	$26.3M
NewEdge Advisors, LLC	0.16%	Add +1.4%	940,551	$26.3M
Financial Insights, Inc.	10.29%	Add +4.5%	924,343	$25.8M
Hengehold Capital Management LLC	2.42%	Add +15.2%	910,578	$25.5M
Great Valley Advisor Group, Inc.	0.55%	Add +6.6%	907,271	$25.4M
Verus Financial Partners, Inc.	2.87%	Add +2.1%	989,398	$25.2M
Whitaker-Myers Wealth Managers, LTD.	7.05%	Add +10.3%	899,104	$25.1M
AdvisorNet Financial, Inc	1.84%	Add +13.3%	887,612	$24.8M
Corient Private Wealth LP	0.04%	Reduce -11.9%	886,292	$24.8M
Sigma Planning Corp	0.79%	Reduce -2.7%	882,844	$24.7M
McCarthy Asset Management, Inc.	17.87%	Reduce -0.3%	882,306	$24.7M
Newman Dignan & Sheerar, Inc.	6.71%	Add +9.0%	878,549	$24.6M
Wealth Management Resources, Inc.	8.85%	Add +0.8%	872,406	$24.4M
Eagle Capital Management, LLC	10.70%	Add +0.3%	864,599	$24.2M
TD Private Client Wealth LLC	0.66%	Add +4.5%	853,767	$23.9M
Keudell/Morrison Wealth Management	5.63%	Add +6.4%	853,043	$23.9M
Capital Advantage, Inc.	4.18%	No change	838,701	$22.9M
LongView Wealth Management	6.84%	Add +6.3%	815,541	$22.8M
Bank of New York Mellon Corp	0.00%	Add +10.5%	815,366	$22.8M
eCIO, Inc.	9.12%	—	814,757	$22.8M
Creekmur Asset Management LLC	4.76%	Reduce -9.9%	811,833	$22.7M
JNBA Financial Advisors	2.33%	Reduce -4.8%	804,897	$22.5M
Sanctuary Advisors, LLC	0.16%	Reduce -13.1%	803,655	$22.5M
RFG Advisory, LLC	0.60%	Add +6.4%	798,274	$22.3M
Carolinas Wealth Consulting LLC	4.73%	Reduce -0.3%	786,423	$22.0M
IFP Advisors, Inc	0.68%	Add +4.1%	783,749	$21.9M
Tradition Wealth Management, LLC	1.92%	Add +2.7%	779,311	$21.8M
Financial Consulate, Inc.	5.50%	Add +0.3%	779,049	$21.8M
Dakota Wealth Management	0.51%	Reduce -5.3%	772,812	$21.6M
Hidden Cove Wealth Management, LLC	17.03%	Add +4.0%	770,213	$21.5M
Manning & Napier Advisors LLC	0.26%	Reduce -0.5%	754,537	$21.1M
Integrated Wealth Concepts LLC	0.24%	Reduce -6.1%	747,731	$20.9M
Joule Financial, LLC	7.33%	Add +2.0%	746,769	$20.9M
Exencial Wealth Advisors, LLC	0.77%	Add +0.1%	740,236	$20.7M
Asset Allocation Strategies LLC	5.13%	Reduce -15.1%	736,879	$20.6M
Curi Capital, LLC	0.51%	Reduce -10.6%	735,185	$20.6M
Towneley Capital Management, Inc / DE	4.79%	Add +2.9%	732,531	$20.5M
Elite Financial, Inc.	10.81%	Reduce -11.3%	731,407	$20.4M
Dagco, Inc.	6.45%	Add +0.4%	713,093	$19.9M
PFG Advisors	1.11%	Add +2.5%	712,370	$19.9M
Integrated Advisors Network LLC	1.00%	Reduce -34.1%	707,556	$19.8M
OneDigital Investment Advisors LLC	0.23%	Reduce -0.7%	707,410	$19.8M
Paradigm, Strategies in Wealth Management, LLC	13.24%	Reduce -0.2%	702,288	$19.6M
Farther Finance Advisors, LLC	0.50%	Add +41.8%	700,385	$19.5M
Silvia McColl Wealth Management, LLC	14.79%	Reduce -0.2%	697,533	$19.5M
Southland Equity Partners LLC	4.54%	Reduce -0.4%	696,932	$19.5M
Global Wealth Management, LLC	11.13%	Add +0.1%	689,679	$19.3M
Schaeffer Financial LLC	21.25%	Add +3.7%	688,852	$19.3M
Hunter Associates Investment Management LLC	2.97%	Reduce -1.6%	689,244	$19.3M
Powers Advisory Group, LLC	9.07%	Add +7.2%	680,620	$19.0M
Pinnacle Wealth Management Advisory Group, LLC	1.74%	Reduce -35.8%	668,762	$18.7M
Cibc World Market Inc.	0.04%	New	659,553	$18.4M
Axxcess Wealth Management, LLC	0.50%	Reduce -6.5%	651,139	$18.2M
Foundations Investment Advisors, LLC	0.33%	Add +349.9%	643,093	$18.0M
Ledyard National Bank	1.78%	Add +7.0%	641,941	$17.9M
Stonehearth Capital Management, LLC	7.34%	Add +3.9%	633,985	$17.7M
Parallel Advisors, LLC	0.40%	Add +0.2%	626,487	$17.5M
Sims Investment Management, LLC	7.78%	Add +56.9%	622,799	$17.4M
Skyline Advisors, Inc.	6.78%	Add +2.1%	616,111	$17.2M
Graves Light Lenhart Wealth, Inc.	2.10%	Add +0.5%	610,500	$17.1M
Morton Community Bank	4.41%	Add +2.8%	602,151	$16.8M
New Insight Wealth Advisors	7.61%	Add +14.8%	599,461	$16.8M
Citigroup Inc.	0.01%	Add +24.4%	599,389	$16.8M
Pacific Capital Wealth Advisors, Inc.	2.90%	Add +11.4%	599,235	$16.8M
Legacy Edge Advisors, LLC	2.61%	Add +3.0%	597,666	$16.7M
First National Corp. /Ma/	3.67%	Add +2.9%	595,077	$16.6M
Cooper Financial Group	2.18%	Add +5.6%	593,002	$16.6M
Goldman Sachs Group Inc.	0.00%	Add +35.6%	592,953	$16.6M
Integrated Investment Consultants, LLC	3.30%	Add +5.3%	592,085	$16.6M
MinichMacGregor Wealth Management, LLC	3.67%	New	586,751	$16.4M
Kestra Private Wealth Services, LLC	0.27%	Reduce -1.1%	586,698	$16.4M
Mgo One Seven LLC	0.63%	Reduce -2.4%	582,700	$16.3M
Waller Financial Planning Group, Inc.	4.53%	Reduce -15.1%	576,519	$16.1M
Advisors Preferred, LLC	2.15%	Add +3.4%	573,930	$16.0M
Snowden Capital Advisors LLC	0.52%	Add +4.2%	571,440	$16.0M
Certified Advisory Corp	1.80%	Reduce -20.9%	569,402	$15.9M
Clark Wealth Partners	11.79%	Reduce -3.6%	568,648	$15.9M
Weitzel Financial Services, Inc.	7.57%	Reduce -1.0%	594,173	$15.9M
Albion Financial Group	1.12%	Add +43.4%	563,921	$15.8M
Liberty Square Wealth Partners LLC	6.00%	Reduce -3.6%	562,042	$15.7M
Financial Guidance Group, Inc.	8.43%	Reduce -0.7%	558,352	$15.6M
MJT & Associates Financial Advisory Group, Inc.	14.93%	—	556,114	$15.5M
Lakeshore Financial Planning, Inc.	6.44%	Reduce -4.6%	553,339	$15.5M
Cozad Asset Management Inc.	1.54%	Reduce -1.7%	550,987	$15.4M
Sound View Wealth Advisors Group, LLC	1.26%	Reduce -13.4%	547,465	$15.3M
Advisory Alpha, LLC	0.52%	Add +11.7%	546,435	$15.3M
Prepared Retirement Institute LLC	9.66%	Reduce -15.8%	541,410	$15.1M
Whitegate Investment Counselors, Inc.	5.36%	Reduce -8.6%	540,343	$15.1M
Kiley Juergens Wealth Management, LLC	4.02%	Add +5.4%	539,060	$15.1M
Oppenheimer & Co. Inc.	0.23%	Add +16.8%	538,426	$15.1M
Advisory Services Network, LLC	0.29%	Add +20.1%	534,750	$15.0M
Christensen, King & Associates Investment Services, Inc.	7.06%	Reduce -0.7%	534,481	$14.9M
IHT Wealth Management, LLC	0.46%	Add +2.2%	526,695	$14.7M
Leavell Investment Management, Inc.	0.72%	Reduce -1.6%	523,893	$14.6M
Bison Wealth, LLC	1.36%	Add +4597.0%	563,079	$14.6M
GeoWealth Management, LLC	0.58%	Add +558409.7%	519,414	$14.5M
Lighthouse Wealth Management Inc.	13.28%	Add +0.4%	518,389	$14.5M
Jaffetilchin Investment Partners, LLC	1.05%	Add +5.9%	515,618	$14.4M
Onyx Bridge Wealth Group LLC	2.07%	Add +8.0%	515,570	$14.4M
Eagle Strategies LLC	2.49%	Add +5.3%	513,149	$14.3M
Investment Advisory Services Inc. /TX	5.18%	Add +4.2%	512,581	$14.3M
Scotia Capital Inc.	0.08%	Add +42.0%	512,359	$14.3M
Koshinski Asset Management, Inc.	1.21%	Reduce -22.8%	508,509	$14.2M
Fiduciary Alliance LLC	1.40%	Add +18.0%	507,905	$14.2M
Capital Asset Advisory Services LLC	0.72%	Reduce -0.2%	509,364	$14.2M
Opulen Financial Group LLC	12.82%	Add +2.9%	504,648	$14.1M
Mendel Capital Management LLC	8.54%	Add +0.8%	504,551	$14.1M
Mutual Advisors, LLC	0.40%	Reduce -3.0%	547,828	$14.1M
Signature Estate & Investment Advisors LLC	0.37%	Add +3.3%	502,937	$14.1M
Family Capital Management, Inc.	8.63%	Reduce -1.5%	500,318	$14.0M
Winthrop Capital Management, LLC	3.85%	Reduce -1.4%	499,988	$14.0M
Financial Counselors Inc.	0.21%	Add +5.1%	498,855	$13.9M
Sunbelt Securities, Inc.	1.24%	Add +15.9%	496,545	$13.9M
Kingsview Wealth Management, LLC	0.26%	Add +16.4%	491,749	$13.7M
Shorepoint Capital Partners LLC	3.10%	Reduce -3.5%	490,417	$13.7M
Brass Tax Wealth Management, Inc.	2.86%	Add +3.3%	487,551	$13.6M
CW Advisors, LLC	0.16%	Add +64.9%	483,242	$13.5M
Strategic Blueprint, LLC	0.74%	Reduce -0.1%	482,929	$13.5M
CoreCap Advisors, LLC	0.59%	Add +6.7%	482,895	$13.5M
Strategic Family Wealth Counselors, L.L.C.	4.38%	Add +1.9%	482,234	$13.5M
Investor's Fiduciary Advisor Network, LLC	6.32%	Add +1.4%	478,996	$13.4M
Blue Barn Wealth, LLC	6.95%	Add +6.2%	476,722	$13.3M
Rockefeller Capital Management L.P.	0.03%	Add +7.3%	475,536	$13.3M
Legacy Financial Strategies, LLC	2.89%	Reduce -3.5%	473,385	$13.2M
Mayfair Advisory Group, LLC	7.63%	Add +4.0%	472,885	$13.2M
Thoroughbred Financial Services, LLC	0.82%	Add +0.9%	471,675	$13.2M
Apriem Advisors	1.53%	Add +65.9%	468,068	$13.1M
AllGen Financial Advisors, Inc.	3.86%	Reduce -3.5%	466,663	$13.0M
Valley National Advisers Inc.	2.35%	Add +2.0%	465,380	$13.0M
Moneta Group Investment Advisors LLC	0.18%	Add +4.7%	465,162	$13.0M
Latko Wealth Management, Ltd.	8.43%	Reduce -4.0%	465,015	$13.0M
Matrix Trust Co	2.16%	Reduce -18.2%	457,148	$12.8M
Chicago Partners Investment Group LLC	0.42%	Reduce -20.7%	495,020	$12.7M
Paces Ferry Wealth Advisors, LLC	6.25%	Add +4.7%	448,888	$12.6M
Concurrent Investment Advisors, LLC	0.30%	Add +138.4%	446,381	$12.5M
Curbstone Financial Management Corp	2.62%	Add +9.3%	444,626	$12.4M
Yukon Wealth Management, Inc.	5.15%	—	443,335	$12.4M
Trinity Financial Advisors LLC	4.46%	Add +3.8%	462,582	$12.4M
TRUE Private Wealth Advisors	1.50%	Add +35.0%	441,833	$12.4M
Northeast Financial Group, Inc.	4.60%	Reduce -8.2%	440,989	$12.3M
GSG Advisors LLC	4.04%	Add +2.1%	475,325	$12.3M
Mesirow Financial Investment Management, Inc.	0.24%	Add +2.1%	438,761	$12.3M
Olympus Wealth Management, LLC	5.32%	Reduce -59.0%	433,598	$12.1M
Courage Miller Partners, LLC	4.06%	Add +2.0%	428,548	$12.0M
Acorn Wealth Advisors, LLC	4.96%	Reduce -0.7%	426,503	$11.9M
Independent Financial Group, LLC	0.41%	Reduce -1.9%	425,432	$11.9M
FMR LLC	0.00%	Reduce -3.8%	424,519	$11.9M
Sard Wealth Management Group, LLC	7.94%	Add +2.4%	423,551	$11.8M
Goepper Burkhardt LLC	4.74%	Add +1.7%	423,540	$11.8M
&partners	0.13%	Add +5.7%	431,092	$11.8M
Avior Wealth Management, LLC	0.45%	Reduce -3.1%	420,363	$11.8M
Synergy Investment Management, LLC	4.86%	Add +66.9%	416,172	$11.6M
XML Financial, LLC	1.09%	Add +8.5%	415,541	$11.6M
Walled Lake Planning & Wealth Management, LLC	4.11%	Reduce -0.5%	413,685	$11.6M
Moneco Advisors, LLC	1.19%	Reduce -1.6%	411,454	$11.5M
First Merchants Corp.	0.45%	Reduce -4.9%	401,443	$11.2M
Cary Street Partners Financial LLC	0.35%	Reduce -3.5%	399,845	$11.2M
Baker Ellis Asset Management LLC	1.61%	Reduce -1.3%	397,882	$11.1M
Midwest Financial Group LLC	6.45%	Add +1.8%	396,774	$11.1M
Clay Northam Wealth Management, LLC	7.64%	Reduce -1.3%	390,395	$10.9M
GWN Securities Inc.	0.61%	Add +1464.1%	411,884	$10.9M
Summit Financial, LLC	0.31%	Add +24.9%	389,231	$10.9M
Level Four Advisory Services, LLC	0.45%	Add +0.7%	388,924	$10.9M
Flagship Wealth Advisors, LLC	4.58%	Add +75.4%	388,743	$10.9M
Obsidian Personal Planning Solutions LLC	4.78%	Add +70.2%	414,778	$10.7M
Coastwise Capital Group, LLC	8.98%	Add +11.7%	381,752	$10.7M
Montis Financial, LLC	3.12%	Add +82.3%	379,697	$10.6M
Hazlett, Burt & Watson, Inc.	4.75%	Add +0.4%	377,641	$10.6M
BlueChip Wealth Advisors LLC	5.18%	Reduce -0.5%	377,387	$10.6M
DHJJ Financial Advisors, Ltd.	4.24%	Reduce -0.1%	376,406	$10.5M
Fiduciary Trust Co	0.14%	Reduce -20.9%	373,878	$10.5M
Columbia Advisory Partners LLC	8.97%	Add +1.1%	370,061	$10.3M
Yelin Lapidot Holdings Management Ltd.	2.00%	Add +3.9%	369,541	$10.3M
Red Mountain Financial, LLC	12.41%	Add +0.8%	364,131	$10.2M
Meridian Financial Advisors, LLC	7.11%	Add +1.1%	362,375	$10.1M
Bernard Wealth Management Corp.	4.94%	Reduce -2.5%	362,097	$10.1M
DAVENPORT & Co LLC	0.06%	Add +10.6%	361,781	$10.1M
Winthrop Advisory Group LLC	1.21%	Reduce -3.1%	360,170	$10.1M
Bell Investment Advisors, Inc	1.86%	Add +1.5%	359,978	$10.1M
Islay Capital Management, LLC	6.80%	Reduce -14.3%	357,292	$10.0M
Charles Schwab Trust Co	0.84%	Add +3.6%	357,246	$10.0M
Juncture Wealth Strategies, LLC	3.87%	Add +0.4%	356,406	$10.0M
Spreng Capital Management, Inc.	4.62%	Reduce -0.8%	355,019	$9.9M
Benjamin Edwards Inc.	0.14%	Add +5.5%	354,604	$9.9M
Envestnet Portfolio Solutions, Inc.	0.04%	Add +0.2%	354,221	$9.9M
FRG Family Wealth Advisors LLC	1.91%	Add +0.2%	354,125	$9.9M
CreativeOne Wealth, LLC	0.29%	Add +283.4%	349,872	$9.8M
Nations Financial Group Inc, /Ia/	0.74%	Reduce -1.7%	348,968	$9.8M
Next Level Wealth Planning, LLC	7.38%	Add +6.5%	348,439	$9.7M
YHB Investment Advisors, Inc.	0.81%	Add +0.6%	347,758	$9.7M
Atria Investments, Inc	0.12%	Reduce -21.8%	346,028	$9.7M
Cordgrass Capital Advisors, LLC	2.76%	Add +4.5%	345,130	$9.6M
Prosperitas Financial LLC	4.99%	Add +17.4%	345,045	$9.6M
Citizens Financial Group Inc.	0.19%	Add +13.4%	343,640	$9.6M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	1.47%	Reduce -2.4%	343,446	$9.6M
Merkkuri Wealth Advisors LLC	8.17%	Reduce -9.0%	341,117	$9.5M
Pittenger & Anderson Inc.	0.35%	Reduce -7.9%	340,468	$9.5M
Principal Securities, Inc.	0.21%	Add +0.6%	348,090	$9.5M
Pinkerton Wealth, LLC	1.23%	Reduce -16.6%	339,972	$9.5M
Fairway Financial, LLC	8.59%	Add +1.9%	338,604	$9.5M
TruWealth Advisors, LLC	0.56%	Add +5.0%	330,983	$9.3M
SevenBridge Financial Group, LLC	1.80%	Reduce -19.6%	346,363	$9.2M
Gunma Bank,Ltd.	2.93%	Add +38.3%	325,000	$9.1M
Integral Investment Advisors, Inc.	2.90%	Add +3.9%	324,958	$9.1M
Sendero Wealth Management, LLC	1.26%	Add +7.4%	323,463	$9.0M
Magnolia Capital Advisors LLC	2.46%	Add +0.2%	323,327	$9.0M
Joseph Group Capital Management	3.45%	Add +3.4%	322,668	$9.0M
Avant Capital LLC	7.47%	Add +2.2%	321,146	$9.0M
Carnegie Investment Counsel	0.21%	Add +44.1%	346,649	$9.0M
United Capital Financial Advisors, LLC	0.08%	Reduce -3.1%	318,257	$8.9M
Dynamic Advisor Solutions LLC	0.29%	New	317,181	$8.9M
Northwest Capital Management Inc	3.64%	Add +118.1%	317,087	$8.9M
Trek Financial, LLC	0.64%	Add +369.9%	316,939	$8.9M
Atlantic Union Bankshares Corp	0.54%	Add +2.9%	316,917	$8.9M
O'Connor Financial Group LLC	4.58%	Add +13.9%	314,794	$8.8M
Canvas Wealth Advisors, LLC	2.26%	Reduce -12.4%	345,337	$8.8M
MADDEN SECURITIES Corp	3.40%	Reduce -1.2%	313,669	$8.8M
John W. Brooker & Co., CPAs	3.62%	Add +3.6%	312,718	$8.7M
Keystone Financial Group, Inc.	6.13%	Add +13.6%	340,661	$8.7M
New England Private Wealth Advisors LLC	1.34%	Add +0.5%	310,972	$8.7M
Northern Trust Corp.	0.00%	Add +22.0%	309,139	$8.6M
Curtis Advisory Group, LLC	2.49%	Reduce -12.3%	303,551	$8.5M
JT Stratford LLC	1.51%	Add +3.5%	303,171	$8.5M
Ted Buchan & Co	3.99%	Add +5.0%	302,099	$8.4M
SCS Capital Management LLC	0.11%	New	301,780	$8.4M
Smithbridge Asset Management Inc.	1.56%	—	301,489	$8.4M
Verus Capital Partners, LLC	0.84%	Reduce -2.1%	301,253	$8.4M
Platform Technology Partners	2.44%	Add +7.8%	300,053	$8.4M
HBW Advisory Services LLC	1.19%	Add +0.1%	299,513	$8.4M
Sage Financial Management Group, Inc.	3.04%	Add +7.6%	299,268	$8.4M
Novem Group	1.18%	Add +560.1%	298,276	$8.3M
Asset Allocation & Management Company, LLC	4.21%	Add +101.9%	297,168	$8.3M
MTM Financial Group, LLC	4.82%	Add +4.7%	295,614	$8.2M
Bruce G. Allen Investments, LLC	6.52%	Add +4.5%	294,487	$8.2M
ORG Partners LLC	2.09%	Add +8.5%	293,981	$8.2M
Penney Financial, LLC	5.38%	Add +5.0%	292,747	$8.2M
Davis Capital Management	6.52%	Reduce -2.0%	292,588	$8.2M
HBK Sorce Advisory LLC	0.24%	Add +13.4%	291,927	$8.2M
Spire Wealth Management	0.26%	Add +3.1%	289,923	$8.1M
Global Financial Private Client, LLC	3.10%	Reduce -0.2%	289,759	$8.1M
Empowered Funds, LLC	0.11%	Add +5693.3%	287,060	$8.0M
Sheets Smith Wealth Management	1.00%	Reduce -13.8%	286,761	$8.0M
Caprock Group, LLC	0.24%	Add +25.5%	285,502	$8.0M
MBA Advisors LLC	3.94%	Add +3.1%	284,772	$8.0M
AE Wealth Management LLC	0.07%	Add +3.1%	283,701	$7.9M
Womack Financial LLC	7.26%	Reduce -0.1%	283,644	$7.9M
NBT Bank, N.A.	0.57%	Reduce -1.0%	283,566	$7.9M
Silver Oak Securities, Incorporated	0.74%	Add +1.2%	287,173	$7.9M
Robbins Farley	4.19%	Reduce -0.9%	282,580	$7.9M
Clearstead Advisors, LLC	0.12%	Add +10.3%	277,390	$7.8M
BCS Wealth Management	1.99%	Reduce -2.8%	277,186	$7.8M
Johnson & White Wealth Management, LLC	4.34%	Add +7.9%	276,378	$7.7M
Cahill Financial Advisors Inc.	1.05%	Add +6.2%	276,200	$7.7M
Mayflower Financial Advisors, LLC	1.17%	Add +7.0%	276,133	$7.7M
MFA Wealth Services	6.33%	Reduce -17.8%	275,281	$7.7M
Benchmark Financial Wealth Advisors, LLC	2.87%	Reduce -15.7%	271,598	$7.6M
Meridian Wealth Management, LLC	0.37%	Add +4.2%	270,550	$7.6M
Madison Asset Management, LLC	0.08%	Add +89.8%	270,502	$7.6M
Guardian Financial Partners, LLC	3.61%	Add +7.2%	269,941	$7.5M
Plancorp, LLC	0.30%	Add +443.9%	268,922	$7.5M
Pps&v Asset Management Consultants, Inc.	5.45%	Reduce -0.0%	268,771	$7.5M
Orion Porfolio Solutions, LLC	0.07%	Add +1.1%	268,422	$7.5M
Orion Portfolio Solutions, LLC	0.07%	Add +1.1%	268,422	$7.5M
Patriot Investment Management Group, Inc.	0.56%	Add +1.9%	266,534	$7.5M
Continuum Advisory, LLC	0.96%	Add +7.7%	266,385	$7.4M
Custos Family Office, LLC	2.64%	Add +0.3%	266,094	$7.4M
Tull Financial Group, Inc.	4.30%	Reduce -6.4%	264,022	$7.4M
Certior Financial Group, LLC	6.07%	Add +59.0%	262,681	$7.3M
MSH Capital Advisors LLC	2.26%	Add +9.1%	261,329	$7.3M
J.W. Cole Advisors, Inc.	0.22%	Add +15.4%	258,346	$7.2M
Smith, Moore & Co.	0.67%	Add +14.2%	257,374	$7.2M
Milestone Investment Advisors LLC	1.99%	Add +1.7%	256,149	$7.2M
Navalign, LLC	2.04%	Reduce -2.5%	255,694	$7.1M
Fifth Third Wealth Advisors LLC	0.37%	Add +14.4%	253,237	$7.1M
Prime Capital Investment Advisors, LLC	0.08%	Add +38.1%	252,775	$7.1M
Garden State Investment Advisory Services LLC	2.23%	Reduce -28.9%	249,068	$7.0M
Tudor Financial Inc.	4.18%	Add +10.8%	248,743	$7.0M
Base Wealth Management LLC	5.30%	—	248,601	$7.0M
U.S. Capital Wealth Advisors, LLC	0.21%	Add +38.3%	248,282	$6.9M
Accredited Wealth Management, LLC	5.86%	Add +7.3%	247,974	$6.9M
Visionary Wealth Advisors	0.41%	Add +3.3%	247,161	$6.9M
Per Stirling Capital Management, LLC.	0.99%	Reduce -1.2%	246,949	$6.9M
WealthPlan Investment Management, LLC	0.68%	Add +327.9%	246,801	$6.9M
HRC Wealth Management, LLC	4.28%	Reduce -4.4%	246,575	$6.9M
USAdvisors Wealth Management, LLC	2.40%	Reduce -4.2%	246,543	$6.9M
Family Investment Center, Inc.	1.68%	Add +1.1%	245,336	$6.9M
CapWealth Advisors, LLC	0.74%	Add +1.2%	245,116	$6.9M
Belpointe Asset Management LLC	0.36%	Add +64.0%	244,568	$6.8M
Crescent Sterling, Ltd.	7.00%	Add +6.1%	244,158	$6.8M
Old Port Advisors	2.03%	Add +2.3%	244,109	$6.8M
Burns Matteson Capital Management, LLC	3.66%	Add +1.5%	243,206	$6.8M
Donaldson Capital Management, LLC	0.25%	Reduce -6.4%	241,251	$6.7M
Financial Partners Group, Inc	1.04%	Add +8.0%	240,743	$6.7M
Channel Wealth LLC	2.09%	Add +16.6%	240,605	$6.7M
NCM Capital Management, LLC	3.01%	Add +4.1%	239,114	$6.7M
World Investment Advisors	0.17%	Add +5.3%	238,752	$6.7M
HC Advisors, LLC	4.99%	Reduce -0.8%	238,062	$6.7M
Mission Hills Financial Advisory, LLC	4.59%	Add +23.0%	236,606	$6.6M
Lion Street Advisors, LLC	2.10%	Add +5.9%	236,527	$6.6M
Quantinno Capital Management LP	0.04%	Add +409.1%	235,253	$6.6M
High Net Worth Advisory Group LLC	1.85%	Reduce -0.1%	234,522	$6.6M
Kure Advisory, LLC	4.92%	—	232,917	$6.5M
Signal Advisors Wealth, LLC	0.64%	Reduce -16.0%	232,814	$6.5M
Bensler, LLC	0.81%	Reduce -2.1%	232,486	$6.5M
Investors Research Corp	1.39%	Add +8.8%	229,137	$6.4M
Brown Advisory Inc.	0.01%	Reduce -3.4%	229,053	$6.4M
Second Half Financial Partners, LLC	3.17%	Reduce -14.3%	228,464	$6.4M
PCA Investment Advisory Services Inc.	3.36%	Add +0.7%	227,447	$6.4M
Benchmark Wealth Management, LLC	3.07%	Reduce -4.6%	227,062	$6.3M
Michels Family Financial, LLC	5.73%	Add +2.6%	226,824	$6.3M
Ieq Capital, LLC	0.05%	Add +214.3%	224,357	$6.3M
Armor Investment Advisors, LLC	2.58%	Add +0.1%	223,200	$6.2M
Townsquare Capital LLC	0.07%	Add +37.8%	221,494	$6.2M
Redhawk Wealth Advisors, Inc.	0.83%	Add +14.9%	220,553	$6.2M
Hofer & Associates. Inc	4.16%	Add +2.4%	219,382	$6.1M
Econ Financial Services Corp	3.27%	Add +4.3%	219,320	$6.1M
Global Strategic Investment Solutions, LLC	0.71%	No change	218,814	$6.1M
Future Financial Wealth Managment LLC	4.46%	Add +6.0%	217,329	$6.1M
Rovin Capital /Ut/	1.95%	Add +4.4%	216,412	$6.1M
WealthPLAN Partners, LLC	0.85%	Reduce -0.8%	215,808	$6.0M
Beacon Financial Planning, Inc.	3.46%	Add +18.7%	215,540	$6.0M
Cyr Financial Inc.	5.35%	Add +4.0%	214,288	$6.0M
Diversify Wealth Management, LLC	0.44%	Reduce -1.1%	231,082	$6.0M
St. Johns Investment Management Company, LLC	2.96%	Add +0.5%	213,825	$6.0M
Sequoia Financial Advisors, LLC	0.05%	Add +4.9%	213,422	$6.0M
Red Door Wealth Management, LLC	0.88%	Reduce -1.7%	212,873	$6.0M
Flagship Harbor Advisors, LLC	0.31%	Add +7.6%	212,710	$5.9M
Barnes Pettey Financial Advisors, LLC	4.61%	Add +13.6%	212,009	$5.9M
TrueWealth Advisors, LLC	1.93%	Reduce -6.3%	210,092	$5.9M
Savvy Advisors, Inc.	0.59%	Reduce -2.5%	209,767	$5.9M
Apollon Wealth Management, LLC	0.13%	Reduce -4.3%	208,941	$5.8M
Alliance Wealth Management Group	1.57%	Add +0.6%	208,100	$5.8M
Towercrest Capital Management	1.11%	Add +0.6%	208,100	$5.8M
Friday Financial	3.48%	Add +5.2%	208,617	$5.8M
Foguth Wealth Management, LLC.	1.40%	Reduce -20.9%	206,680	$5.8M
Talisman Wealth Advisors LLC	5.87%	Add +13.0%	204,505	$5.7M
Legacy Private Trust Co.	0.39%	Reduce -3.8%	204,403	$5.7M
Personal Cfo Solutions, LLC	1.16%	Add +1.7%	204,016	$5.7M
Centric Wealth Management	1.50%	Add +3.6%	203,623	$5.7M
MRWM Advisors, LLC	3.95%	Add +27.5%	203,237	$5.7M
Strategic Financial Concepts, LLC	1.07%	Add +2.5%	203,201	$5.7M
Stratos Wealth Advisors, LLC	0.31%	Add +25.3%	203,110	$5.7M
Evolution Wealth Advisors, LLC	0.94%	Add +0.0%	202,204	$5.7M
Cornerstone Planning Group LLC	1.34%	Reduce -2.0%	220,358	$5.6M
Paradigm Capital Management, LLC	5.81%	Reduce -13.9%	199,878	$5.6M
Arax Advisory Partners	0.36%	Reduce -16.6%	199,211	$5.6M
Barry Investment Advisors, LLC	1.47%	Add +20.3%	198,287	$5.5M
AQR Capital Management	0.01%	Add +92.7%	197,374	$5.5M
D.B. Root & Company, LLC	1.77%	Reduce -7.1%	196,010	$5.5M
Goldstone Financial Group, LLC	0.83%	Reduce -1.4%	195,965	$5.5M
Capital Fund Management S.A.	0.07%	Add +12.2%	195,218	$5.5M
KCM Investment Advisors LLC	0.20%	Reduce -3.2%	194,496	$5.4M
Alpha Omega Wealth Management LLC	1.04%	Reduce -1.5%	194,457	$5.4M
Baron Silver Stevens Financial Advisors, LLC	0.95%	Add +4.8%	194,239	$5.4M
Insight Advisors, LLC/ PA	0.95%	Add +15.6%	194,197	$5.4M
Strategic Investment Solutions, Inc.	1.57%	Reduce -28.6%	193,646	$5.4M
Journey Beyond Wealth, LLC	5.05%	Add +5.4%	193,242	$5.4M
Modern Wealth Management, LLC	0.17%	Reduce -66.5%	193,238	$5.4M
GM Advisory Group, LLC	0.29%	Add +7.4%	192,581	$5.4M
Oppenheimer Asset Management Inc.	0.07%	Add +6.6%	192,133	$5.4M
Pinnacle Financial Partners Inc	0.11%	Reduce -6.9%	191,575	$5.4M
Perigon Wealth Management, LLC	0.14%	Add +1.9%	190,102	$5.3M
EP Wealth Advisors, LLC	0.04%	Reduce -3.6%	189,094	$5.3M
RVW Wealth, LLC	0.50%	Reduce -71.3%	188,493	$5.3M
Pallas Capital Advisors LLC	0.22%	Reduce -1.2%	186,558	$5.2M
United Bank	2.15%	Add +1.3%	186,362	$5.2M
Compound Planning, Inc.	0.24%	Add +9.6%	186,035	$5.2M
Comerica Bank	0.02%	Reduce -0.1%	186,001	$5.2M
Asset Planning Corporation	3.03%	Reduce -4.5%	183,904	$5.1M
Auxano Advisors, LLC	1.35%	Reduce -0.4%	182,657	$5.1M
Caliber Wealth Management, LLC / KS	0.70%	—	182,642	$5.1M
Kellett Wealth Advisors, LLC	3.53%	Add +3.0%	182,228	$5.1M
Nwam LLC	0.44%	Reduce -19.0%	181,462	$5.1M
Phil A. Younker & Associates, Ltd.	4.95%	Reduce -0.3%	179,947	$5.0M
CIBC Private Wealth Group LLC	0.01%	Add +0.5%	206,721	$5.0M
Sumitomo Mitsui Financial Group, Inc.	0.09%	Add +10.3%	179,623	$5.0M
FLC Capital Advisors	1.13%	Reduce -4.0%	179,469	$5.0M
MBE Wealth Management, LLC	2.39%	Add +287.2%	178,958	$5.0M
Seek First Inc.	4.43%	—	178,228	$5.0M
Alpha Cubed Investments, LLC	0.22%	Add +10.3%	177,399	$5.0M
LS Investment Advisors, LLC	0.76%	Add +298.5%	177,275	$5.0M
Metropolitan Life Insurance Co	2.29%	Reduce -1.7%	177,000	$4.9M
Sei Investments Co.	0.01%	Reduce -2.7%	176,915	$4.9M
Smartleaf Asset Management LLC	0.48%	Add +38.8%	178,692	$4.9M
Fagan Associates, Inc.	0.82%	Reduce -1.5%	176,188	$4.9M
Arkadios Wealth Advisors	0.19%	Add +112.0%	176,182	$4.9M
Berkeley, Inc	2.31%	Add +0.7%	176,019	$4.9M
Composition Wealth, LLC	0.10%	Reduce -2.8%	175,192	$4.9M
Insigneo Advisory Services, LLC	0.51%	Add +13.0%	175,114	$4.9M
JPL Wealth Management, LLC	1.39%	Add +5.5%	173,987	$4.9M
WPG Advisers, LLC	4.53%	Reduce -12.7%	173,923	$4.9M
Alkeme Wealth, LLC	2.18%	Add +4.9%	173,869	$4.9M
AssuredPartners Investment Advisors, LLC	0.94%	Add +5.4%	173,844	$4.9M
Martin Worley Group	2.77%	Add +1.3%	173,689	$4.9M
LexAurum Advisors, LLC	0.93%	Add +2.3%	172,941	$4.8M
Broadleaf Partners, LLC	1.27%	Add +2.1%	172,822	$4.8M
Hopwood Financial Services, Inc.	3.71%	Reduce -0.3%	171,754	$4.8M
Titleist Asset Management, LLC	0.55%	Add +110.5%	169,954	$4.8M
OLIO Financial Planning	1.64%	Add +3.0%	169,399	$4.7M
Qube Research & Technologies Ltd	0.01%	Reduce -25.4%	167,988	$4.7M
Joseph P. Lucia & Associates, LLC	2.14%	Add +5.2%	167,167	$4.7M
Cape Investment Advisory, Inc.	1.85%	Add +2.7%	166,047	$4.6M
FSC Wealth Advisors, LLC	3.04%	Reduce -0.1%	165,794	$4.6M
First Heartland Consultants, Inc.	0.48%	Add +70.3%	164,829	$4.6M
Rollins Financial Advisors, LLC	0.79%	Reduce -4.0%	161,948	$4.5M
Western Wealth Management, LLC	0.30%	Reduce -29.6%	161,626	$4.5M
Texas Yale Capital Corp.	0.19%	Reduce -7.8%	161,372	$4.5M
Smithfield Trust Co	0.23%	Add +6.0%	160,910	$4.5M
Cutler Investment Counsel LLC	0.54%	Reduce -4.5%	160,620	$4.5M
Warwick Investment Management, Inc.	0.93%	Reduce -6.0%	160,255	$4.5M
Argent Trust Co	0.18%	Reduce -5.2%	160,085	$4.5M
PFG Investments, LLC	0.29%	Add +8.7%	159,867	$4.5M
Keystone Financial Services, LLC	3.78%	Add +5.5%	159,612	$4.5M
Susquehanna International Group, LLP	0.01%	Add +403.6%	158,237	$4.4M
US Bancorp \de	0.01%	Add +9.5%	157,964	$4.4M
Money Concepts Capital Corp.	0.33%	Reduce -24.3%	157,347	$4.4M
Csenge Advisory Group	0.25%	Reduce -25.2%	171,511	$4.4M
Game Plan Financial Advisors, LLC	2.45%	Add +4.2%	155,446	$4.3M
Fifth Third Securities, Inc.	0.37%	Add +2.1%	155,343	$4.3M
LaSalle St. Investment Advisors, LLC	1.02%	Add +1253.0%	154,619	$4.3M
Concord Wealth Partners	0.71%	Reduce -6.8%	154,224	$4.3M
Breakwater Investment Management	1.84%	Reduce -4.4%	154,040	$4.3M
Cambridge Advisors Inc.	0.94%	Add +0.1%	153,602	$4.3M
Panoramic Investment Advisors, LLC	2.89%	Reduce -5.2%	153,253	$4.3M
Kraft, Davis & Associates, LLC	1.38%	New	168,527	$4.3M
DMKC Advisory Services, LLC	3.84%	Add +6.3%	152,475	$4.3M
Advisors Capital Management, LLC	0.07%	Reduce -22.4%	152,193	$4.3M
Robertson Stephens Wealth Management, LLC	0.16%	Add +6.5%	152,107	$4.3M
FreeGulliver LLC	2.16%	Add +2.2%	152,100	$4.3M
Holos Integrated Wealth LLC	2.78%	Reduce -2.8%	151,735	$4.2M
Intrua Financial, LLC	0.66%	Reduce -6.8%	150,950	$4.2M
Pathway Financial Advisers, LLC	1.45%	Add +0.7%	150,916	$4.2M
Lynch & Associates	0.91%	Add +5.9%	150,484	$4.2M
Moran Wealth Management, LLC	0.14%	Reduce -0.8%	149,732	$4.2M
Win Advisors, Inc.	2.12%	New	147,257	$4.1M
Simplicity Wealth,LLC	0.32%	Add +341.0%	147,184	$4.1M
McAdam, LLC	0.25%	Add +1.4%	147,173	$4.1M
Signal Tree Financial Partners LLC	4.12%	Add +179.9%	146,804	$4.1M
Avidian Wealth Enterprises, LLC	0.18%	Reduce -0.3%	146,328	$4.1M
AMG National Trust Bank	0.11%	Reduce -8.6%	145,978	$4.1M
Gladstone Institutional Advisory LLC	0.19%	Add +3.9%	145,852	$4.1M
Betterment LLC	0.01%	Add +49.8%	145,849	$4.1M
MOKAN Wealth Management Inc.	2.42%	Add +2.3%	143,784	$4.0M
Paladin Advisory Group, LLC	3.20%	Reduce -0.6%	142,984	$4.0M
Spectrum Wealth Counsel, LLC	0.48%	Add +0.0%	142,657	$4.0M
Axis Wealth Partners, LLC	2.94%	Add +0.9%	142,230	$4.0M
Genesee Capital Advisors, LLC	1.99%	Reduce -1.3%	142,221	$4.0M
WBH Advisory Inc.	0.37%	Add +7.8%	142,191	$4.0M
Roundview Capital LLC	0.28%	Reduce -1.7%	140,923	$3.9M
Northstar Group, Inc.	0.66%	Reduce -2.1%	139,918	$3.9M
Bfsg, LLC	0.48%	Add +11.7%	139,808	$3.9M
Cresta Advisors, Ltd.	2.02%	Add +183.3%	139,763	$3.9M
Good Life Advisors, LLC	0.28%	Reduce -2.9%	139,747	$3.9M
Orion Capital Management LLC	1.64%	Add +7.5%	139,550	$3.9M
WealthCare Investment Partners, LLC	1.65%	Reduce -5.5%	155,739	$3.9M
Camden National Bank	0.58%	Add +6.2%	138,690	$3.9M
Trust Co	0.46%	Add +8.0%	138,667	$3.9M
Vista Cima Wealth Management LLC	4.14%	Add +3.4%	137,567	$3.8M
Valley Forge Investment Consultants Inc. Adv	1.37%	Reduce -14.9%	137,169	$3.8M
Wedbush Securities Inc.	0.14%	Reduce -0.1%	136,880	$3.8M
Members Wealth LLC	2.88%	Add +6.4%	136,376	$3.8M
ProVise Management Group, LLC	0.32%	Reduce -4.0%	136,217	$3.8M
Gradient Capital Advisors, LLC	1.24%	Add +4.5%	135,954	$3.8M
Compass Financial Group, INC	0.72%	Add +2.7%	135,635	$3.8M
Lanark Financial, Inc.	0.32%	—	135,627	$3.8M
Eastern Bank	0.07%	Reduce -8.7%	135,512	$3.8M
NWF Advisory Services Inc.	0.53%	New	135,220	$3.8M
Ahl Investment Management, Inc.	2.59%	Reduce -0.4%	134,612	$3.8M
Roman Butler Fullerton & Co.	1.46%	Add +14.4%	147,536	$3.8M
M&T Bank Corp	0.01%	Reduce -0.4%	133,839	$3.7M
B & T Capital Management DBA Alpha Capital Management	0.71%	Reduce -3.5%	133,308	$3.7M
Nabity-Jensen Investment Management Inc	2.94%	Reduce -8.9%	132,511	$3.7M
Transform Wealth, LLC	0.22%	Reduce -31.9%	131,436	$3.7M
Florida Financial Advisors, LLC	1.45%	Add +12.9%	131,452	$3.7M
Savoie Capital LLC	0.44%	No change	133,800	$3.7M
Johnson Investment Counsel Inc.	0.04%	Add +7.2%	130,687	$3.7M
Clark Financial Services Group Inc.	2.53%	Reduce -0.3%	130,638	$3.7M
Soltis Investment Advisors LLC	0.33%	Add +5.5%	130,351	$3.6M
Ellenbecker Investment Group	0.66%	Add +1.1%	130,263	$3.6M
Oxinas Partners, LLC	2.14%	Add +20.0%	129,323	$3.6M
White Lighthouse Investment Management Inc.	0.64%	Reduce -1.2%	128,715	$3.6M
Legacy Advisors, LLC	0.37%	Add +67.0%	127,927	$3.6M
Simon Quick Advisors, LLC	0.20%	Reduce -1.9%	127,822	$3.6M
Smith Anglin Financial, LLC	0.38%	Add +10.2%	127,663	$3.6M
Sachetta, LLC	1.46%	Add +2.4%	127,640	$3.6M
LVM Capital Management Ltd.	0.40%	Add +3.7%	127,606	$3.6M
Shepherd Kaplan Krochuk, LLC	3.05%	Reduce -16.3%	127,334	$3.6M
Capital Square, LLC	2.09%	Add +11.2%	127,115	$3.6M
Emerald Advisors, LLC	0.47%	Add +11.1%	126,632	$3.5M
Warner Financial, Inc.	1.57%	Add +4.1%	126,577	$3.5M
Safeguard Investment Advisory Group, LLC	0.96%	Add +50.6%	126,430	$3.5M
Vermillion Wealth Management, Inc.	1.05%	Add +2.3%	126,396	$3.5M
Capital Investment Advisors, LLC	0.07%	Add +14.3%	126,066	$3.5M
Worth Financial Advisory Group, LLC	2.20%	Reduce -1.9%	123,967	$3.5M
Capital Investment Counsel, LLC	0.57%	Add +1.8%	123,534	$3.5M
Hamel Associates, Inc.	1.17%	Reduce -24.6%	123,002	$3.4M
Everhart Financial Group, Inc.	0.47%	Reduce -4.8%	122,486	$3.4M
Pitcairn Co.	0.21%	No change	122,334	$3.4M
Cowa, LLC	1.46%	Add +0.3%	121,867	$3.4M
Centaurus Financial, Inc.	0.21%	Add +1.1%	121,626	$3.4M
EverSource Wealth Advisors, LLC	0.19%	Reduce -3.8%	121,345	$3.4M
PNC Financial Services Group, Inc.	0.00%	Reduce -0.2%	121,338	$3.4M
McGrath & Associates, Inc.	6.19%	Reduce -3.3%	121,238	$3.4M
Elevation Wealth Partners, LLC	1.45%	Add +31.3%	120,338	$3.4M
Chris Bulman Inc	2.12%	Add +66.3%	120,185	$3.4M
Sovran Advisors, LLC	0.43%	Add +5.6%	130,675	$3.3M
Nikulski Financial, Inc.	1.00%	Reduce -1.7%	118,494	$3.3M
Capital Analysts, LLC	0.12%	Add +6.0%	117,670	$3.3M
StoneX Group Inc.	0.18%	Add +7.7%	117,166	$3.3M
TPG Advisors LLC	2.58%	Reduce -1.6%	116,956	$3.3M
LPF Advisors LLC	2.68%	Reduce -10.2%	116,933	$3.3M
Capital Investment Advisory Services, LLC	0.29%	Reduce -1.2%	116,401	$3.3M
B. Riley Wealth Advisors, Inc.	0.10%	Reduce -10.9%	116,186	$3.2M
Financial Designs Corp	2.26%	Add +0.8%	116,159	$3.2M
Anchor Investment Management, LLC	0.30%	Reduce -0.4%	114,537	$3.2M
Advisors Management Group Inc.	0.70%	Add +5.4%	114,468	$3.2M
Glassy Mountain Advisors, Inc.	1.13%	Add +2.8%	113,828	$3.2M
Cypress Wealth Services, LLC	0.65%	Reduce -1.2%	113,783	$3.2M
Commerce Bank	0.02%	Reduce -8.0%	113,002	$3.2M
Madden Advisory Services, Inc.	1.47%	Add +0.5%	112,932	$3.2M
Journey Strategic Wealth LLC	0.11%	Add +5.4%	112,319	$3.1M
OneAscent Financial Services LLC	0.20%	Add +125.7%	112,482	$3.1M
SeaCrest Wealth Management, LLC	0.36%	Reduce -6.4%	112,274	$3.1M
Headinvest, LLC	0.61%	Reduce -1.6%	111,830	$3.1M
Walter & Keenan Wealth Management LLC /in/	0.94%	Reduce -2.5%	111,647	$3.1M
Eldridge Investment Advisors, Inc.	0.72%	Add +1.3%	111,533	$3.1M
CAP Partners, LLC	2.25%	Add +3.0%	110,989	$3.1M
Cambridge Financial Group, LLC	1.31%	Reduce -1.1%	111,041	$3.1M
Viawealth, LLC	1.90%	Add +20.4%	110,211	$3.1M
Guyasuta Investment Advisors Inc.	0.20%	Add +20.5%	109,164	$3.1M
Adapt Wealth Advisors, LLC	1.48%	Reduce -0.7%	108,848	$3.0M
Inscription Capital, LLC	0.50%	—	37,692	$3.0M
Bessemer Group Inc.	0.01%	No change	108,333	$3.0M
First National Trust Co	0.12%	Reduce -42.8%	108,137	$3.0M
Woodside Wealth Management LLC	2.77%	—	106,996	$3.0M
Sfm, LLC	2.19%	Add +5.7%	106,487	$3.0M
Fortis Capital Management LLC	0.58%	Add +2.3%	106,425	$3.0M
Jacobi Capital Management LLC	0.22%	Reduce -3.3%	106,037	$3.0M
Investment Advisory Group, LLC	0.99%	Add +18.0%	106,004	$3.0M
Sowell Financial Services LLC	0.13%	Add +24.1%	105,790	$3.0M
Transce3nd, LLC	1.32%	Add +1.4%	105,676	$2.9M
Sandy Spring Bank	0.12%	Reduce -1.6%	105,105	$2.9M
Chesapeake Wealth Management	1.05%	Reduce -1.3%	105,021	$2.9M
Beckerman Institutional, LLC	2.12%	Add +4.8%	104,885	$2.9M
Brighton Jones LLC	0.09%	Reduce -0.4%	104,646	$2.9M
Vermillion & White Wealth Management Group, LLC	2.12%	Add +4560.5%	104,581	$2.9M
WCG Wealth Advisors LLC	0.22%	Reduce -5.9%	104,025	$2.9M
Wealthspan Partners, LLC	1.34%	Add +21.4%	103,518	$2.9M
Capasso Planning Partners LLC	1.21%	Reduce -17.5%	103,213	$2.9M
Teamwork Financial Advisors, LLC	0.40%	Add +76.9%	103,211	$2.9M
Choate Investment Advisors	0.07%	No change	103,014	$2.9M
O'shaughnessy Asset Management, LLC	0.02%	Add +26.3%	102,908	$2.9M
PKS Advisory Services, LLC	0.79%	Add +240.9%	107,785	$2.9M
Physician Wealth Advisors, Inc.	0.49%	Add +0.1%	101,942	$2.9M
Tyler-Stone Wealth Management	0.51%	Add +70.5%	101,882	$2.8M
Bluespring Wealth Management, LLC	0.29%	Reduce -5.2%	101,660	$2.8M
Larson Financial Group LLC	0.14%	Add +11.2%	101,641	$2.8M
10Elms LLP	3.36%	Add +0.4%	101,487	$2.8M
SpringVest Wealth Management LLC	2.35%	Add +1.4%	101,347	$2.8M
Independent Solutions Wealth Management, LLC	0.63%	Add +5.5%	101,317	$2.8M
Princeton Global Asset Management LLC	0.56%	Reduce -0.1%	101,316	$2.8M
Aspen Grove Capital, LLC	0.54%	Add +0.2%	101,142	$2.8M
Coordinated Financial Services, Inc.	2.20%	—	100,908	$2.8M
Register Financial Advisors LLC	1.46%	Add +4.7%	100,386	$2.8M
Aegis Wealth Management LLC	1.65%	No change	100,144	$2.8M
Brown Brothers Harriman & Co.	0.02%	No change	99,273	$2.8M
Scott & Selber, Inc.	0.88%	Add +0.3%	98,341	$2.8M
Guild Investment Management, Inc.	2.89%	Add +21.6%	98,255	$2.7M
Heck Capital Advisors, LLC	0.31%	Add +28.8%	98,088	$2.7M
MidAtlantic Capital Management, Inc.	2.15%	Reduce -0.5%	97,959	$2.7M
Keeler & Nadler Financial Planning & Wealth Management	1.23%	Add +2.2%	98,738	$2.7M
Savant Capital, LLC	0.02%	Add +0.5%	97,311	$2.7M
Bank of Montreal	0.00%	Reduce -8.0%	96,171	$2.7M
Secure Asset Management, LLC	0.54%	Reduce -3.1%	96,073	$2.7M
FMA Wealth Management, LLC	2.06%	Reduce -0.1%	93,880	$2.7M
Bryn Mawr Trust Advisors, LLC	0.16%	Reduce -2.5%	95,617	$2.7M
Consolidated Portfolio Review Corp	0.43%	Reduce -0.3%	95,534	$2.7M
CHB Investment Group, LLC	1.42%	Add +0.8%	95,493	$2.7M
Mengis Capital Management, Inc.	0.56%	Add +0.8%	95,461	$2.7M
Zullo Investment Group, Inc.	1.14%	Add +3.7%	95,403	$2.7M
BKM Wealth Management, LLC	1.10%	Add +13.9%	95,359	$2.7M
Weaver Consulting Group	0.80%	Reduce -2.1%	95,274	$2.7M
Liberty Capital Management, Inc.	0.59%	Add +28.8%	95,159	$2.7M
Allen Capital Group, LLC	0.30%	Reduce -0.5%	94,374	$2.6M
Beam Wealth Advisors, Inc.	0.89%	Add +0.5%	94,333	$2.6M
Medallion Wealth Advisors, LLC	1.19%	Add +8.5%	94,394	$2.6M
Enclave Advisors LLC	0.45%	Reduce -0.8%	94,004	$2.6M
Collective Family Office LLC	0.71%	Reduce -0.2%	93,995	$2.6M
Pennsylvania Capital Management Inc.	0.96%	Reduce -58.1%	93,515	$2.6M
Welch & Forbes LLC	0.03%	No change	93,510	$2.6M
Vident Advisory, LLC	0.04%	Reduce -1.5%	93,124	$2.6M
Fermata Advisors, LLC	0.47%	Add +5.7%	92,841	$2.6M
Stonebridge Financial Planning Group, LLC	1.18%	Reduce -0.7%	92,375	$2.6M
Valeo Financial Advisors, LLC	0.07%	Add +29.7%	92,001	$2.6M
Optima Capital LLC	1.63%	Add +17.9%	91,691	$2.6M
CWS Financial Advisors, LLC	0.81%	Add +14.3%	91,554	$2.6M
Caldwell Trust Co	0.27%	Add +1.7%	91,090	$2.5M
Clearstead Trust, LLC	0.57%	Reduce -0.4%	90,863	$2.5M
Synovus Financial Corp.	0.03%	Add +2.2%	90,297	$2.5M
LifeSteps Financial, Inc.	2.04%	Add +33.5%	90,020	$2.5M
Boyd Watterson Asset Management LLC	0.81%	No change	89,993	$2.5M
BLB&B Advisors, LLC	0.13%	Reduce -6.9%	89,920	$2.5M
Debussy Capital Management LP	0.40%	Add +38.6%	89,851	$2.5M
Prospera Financial Services Inc	0.06%	Reduce -13.7%	89,070	$2.5M
Crewe Advisors LLC	0.35%	Add +0.6%	88,935	$2.5M
Atlas Wealth Partners, LLC	3.06%	Add +3.7%	88,853	$2.5M
Blue Bell Private Wealth Management, LLC	0.47%	Add +1.2%	88,542	$2.5M
Millennium Capital Advisors, LLC	1.81%	Reduce -2.3%	87,766	$2.5M
Forefront Wealth Partners, LLC	1.67%	Reduce -3.9%	87,667	$2.5M
Wedmont Private Capital	0.13%	Add +6.5%	96,852	$2.5M
Great Waters Wealth Management	0.34%	Reduce -0.7%	87,148	$2.4M
Hilltop Holdings Inc.	0.15%	Reduce -55.4%	87,109	$2.4M
Opes Wealth Management LLC	0.49%	Add +4.3%	86,559	$2.4M
Peapack Gladstone Financial Corp.	0.04%	Add +2.7%	86,214	$2.4M
Flputnam Investment Management Co.	0.04%	Add +241.4%	85,710	$2.4M
CPC Advisors, LLC	0.33%	Add +1.3%	85,492	$2.4M
Silverlake Wealth Management LLC	0.91%	Add +5.8%	85,219	$2.4M
White Knight Strategic Wealth Advisors, LLC	2.18%	Reduce -50.4%	84,557	$2.4M
Myecfo, LLC	1.25%	Add +6.0%	84,419	$2.4M
Neuberger Berman Group LLC	0.00%	New	84,403	$2.4M
Barnes Wealth Management Group, Inc	1.51%	Add +18.9%	84,203	$2.4M
RIA Advisory Group LLC	0.76%	Reduce -7.2%	83,796	$2.3M
Aprio Wealth Management, LLC	0.29%	Reduce -5.3%	83,678	$2.3M
BCGM Wealth Management, LLC	0.72%	Reduce -9.3%	83,441	$2.3M
Krilogy Financial LLC	0.15%	Reduce -16.4%	82,815	$2.3M
Hobbs Group Advisors, LLC	0.88%	New	82,655	$2.3M
Muirfield Wealth Advisors LLC	1.96%	Add +0.1%	82,585	$2.3M
First National Bank of Mount Dora, Trust Investment Services	0.56%	No change	82,452	$2.3M
Freestate Advisors LLC	2.28%	Add +31.8%	82,250	$2.3M
Stokes Family Office, LLC	0.26%	Reduce -15.7%	82,169	$2.3M
NewEdge Wealth, LLC	0.04%	Add +0.8%	82,144	$2.3M
Berkshire Asset Management LLC	0.11%	Add +2.6%	89,014	$2.3M
Mitchell Sinkler & Starr	0.64%	Add +9.7%	81,940	$2.3M
Wealthgarden F.S. LLC	2.18%	Add +0.4%	81,103	$2.3M
Petra Financial Advisors Inc.	1.85%	Add +1.0%	80,521	$2.3M
North Forty Two & Co.	2.48%	Add +66.6%	80,218	$2.2M
Pasadena Private Wealth, LLC	0.43%	Add +20.9%	79,979	$2.2M
Creative Financial Designs Inc.	0.18%	Add +1.5%	79,731	$2.2M
Latitude Advisors, LLC	1.29%	Add +27.5%	79,232	$2.2M
Costello Asset Management, INC	0.89%	Add +25.5%	78,837	$2.2M
Private Trust Co. NA	0.23%	Add +0.2%	78,823	$2.2M
BOK Financial Private Wealth, Inc.	0.17%	Add +28.1%	78,690	$2.2M
Bangor Savings Bank	0.21%	Reduce -9.5%	78,673	$2.2M
Two Sigma Securities, LLC	0.34%	Add +258.9%	78,416	$2.2M
waypoint wealth counsel	1.37%	Add +1.4%	78,147	$2.2M
IRON Financial LLC	1.22%	Add +7.9%	77,573	$2.2M
Peoples Bank	1.42%	Reduce -8.8%	77,497	$2.2M
Revolve Wealth Partners, LLC	0.31%	Reduce -0.0%	76,657	$2.1M
Attessa Capital LLC	1.40%	Reduce -11.4%	76,587	$2.1M
Agate Pass Investment Management, LLC	0.91%	Add +4.4%	76,461	$2.1M
AlphaCore Capital LLC	0.18%	New	76,455	$2.1M
Acas, LLC	1.63%	Add +0.0%	83,140	$2.1M
North Star Investment Management Corp.	0.16%	Add +26.6%	76,430	$2.1M
Liberty One Investment Management, LLC	0.21%	Reduce -1.4%	75,679	$2.1M
Prospect Financial Services LLC	1.16%	Add +29.3%	74,621	$2.1M
Richards, Merrill & Peterson, Inc.	1.08%	Add +1.1%	74,455	$2.1M
Salem Investment Counselors Inc.	0.07%	Reduce -2.4%	73,482	$2.1M
Clarius Group, LLC	0.13%	Add +44.0%	73,416	$2.1M
Diversify Advisory Services, LLC	0.13%	Add +69.3%	79,273	$2.1M
Townsend Asset Management Corp. /NC/	0.79%	Reduce -8.3%	73,194	$2.0M
BlueStem Wealth Partners, LLC	0.28%	Add +7.8%	73,068	$2.0M
GHP Investment Advisors, Inc.	0.10%	Add +2.1%	72,876	$2.0M
Whitener Capital Management, Inc.	0.57%	Reduce -3.3%	72,302	$2.0M
Zhang Financial LLC	0.11%	Reduce -3.3%	72,301	$2.0M
Hurley Capital, LLC	1.53%	Add +7.2%	72,266	$2.0M
Sagespring Wealth Partners, LLC	0.05%	Reduce -1.2%	72,259	$2.0M
Coldstream Capital Management Inc.	0.04%	Add +112.8%	71,530	$2.0M
Concord Asset Management, LLC	0.44%	Reduce -29.4%	78,635	$2.0M
Naples Global Advisors, LLC	0.19%	Add +4.9%	71,478	$2.0M
Roehl & Yi Investment Advisors, LLC	1.08%	Add +77.4%	74,019	$2.0M
RDA Financial Network	0.59%	Add +36.2%	70,568	$2.0M
Guardian Asset Advisors, LLC	1.28%	Add +5.7%	69,971	$2.0M
Miramar Capital, LLC	0.46%	Reduce -0.8%	69,811	$2.0M
Cutter & CO Brokerage, Inc.	0.46%	Add +4.8%	69,466	$1.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.05%	Reduce -0.1%	69,359	$1.9M
Natixis Advisors, LLC	0.00%	Reduce -21.0%	69,127	$1.9M
Janney Capital Management LLC	0.13%	Add +0.8%	68,751	$1.9M
West Oak Capital, LLC	1.07%	Reduce -1.4%	68,680	$1.9M
Safeguard Financial, LLC	0.42%	Add +1.7%	67,890	$1.9M
Raab & Moskowitz Asset Management LLC	0.48%	Add +1.2%	67,668	$1.9M
Geneos Wealth Management Inc.	0.06%	Reduce -8.0%	67,567	$1.9M
Maple Capital Management, Inc.	0.15%	Add +9.2%	67,386	$1.9M
Indie Asset Partners, LLC	1.61%	Reduce -5.1%	66,526	$1.9M
Providence Capital Advisors, LLC	0.38%	New	66,236	$1.9M
Fiducient Advisors LLC	0.23%	Add +0.4%	65,994	$1.8M
Meridian Wealth Partners, LLC	0.29%	Add +8.7%	65,819	$1.8M
Graney & King, LLC	1.36%	Reduce -2.8%	65,466	$1.8M
Fisher Asset Management	0.00%	Add +54.7%	65,195	$1.8M
Embree Financial Group	0.30%	Add +5.1%	65,073	$1.8M
Fairscale Capital, LLC	1.64%	Add +7.9%	65,051	$1.8M
Cathy Pareto & Associates, Inc.	1.60%	Reduce -7.8%	64,821	$1.8M
Squarepoint Ops LLC	0.00%	Add +5.0%	64,815	$1.8M
Planning Alternatives Ltd.	0.28%	Reduce -2.9%	64,603	$1.8M
Patriot Financial Group Insurance Agency, LLC	0.24%	Add +10.9%	66,997	$1.8M
Aurora Private Wealth, Inc.	1.42%	Add +0.1%	63,600	$1.8M
Comprehensive Financial Planning, Inc.	1.72%	Reduce -0.1%	63,407	$1.8M
Kingswood Wealth Advisors, LLC	0.16%	Reduce -8.1%	63,004	$1.8M
OMNI 360 Wealth, Inc.	1.18%	Reduce -7.2%	62,979	$1.8M
Kovack Advisors, Inc.	0.18%	Add +4.7%	62,040	$1.7M
National Bank of Canada	0.00%	Reduce -16.5%	61,497	$1.7M
Fjell Capital, LLC	1.74%	Reduce -17.3%	61,249	$1.7M
Vanguard Group Inc.	0.00%	Add +6.7%	60,861	$1.7M
Private Advisory Group LLC	0.19%	Reduce -4.4%	60,731	$1.7M
Evanson Asset Management, LLC	0.12%	Add +7.1%	60,717	$1.7M
WealthShield Partners, LLC	0.22%	Add +7.7%	60,393	$1.7M
MAS Advisors LLC	2.58%	Add +8.0%	60,100	$1.7M
Wills Financial Group LLC	0.74%	—	59,874	$1.7M
Bond & Devick Financial Network, Inc.	0.60%	Add +257.9%	59,601	$1.7M
Core Wealth Advisors, Inc.	0.53%	Add +11.2%	59,353	$1.7M
CORDA Investment Management, LLC.	0.13%	Reduce -51.0%	58,851	$1.6M
Grantvest Financial Group LLC	1.33%	Reduce -9.5%	58,726	$1.6M
Integrity Alliance, Llc.	0.06%	New	58,672	$1.6M
Modus Advisors, LLC	0.54%	Add +0.1%	58,473	$1.6M
Wingate Wealth Advisors, Inc.	1.87%	Reduce -1.3%	58,223	$1.6M
United Advisor Group, LLC	0.33%	Reduce -0.8%	57,482	$1.6M
Pacific Wealth Strategies Group, Inc.	1.19%	Add +1.4%	57,191	$1.6M
Astoria Portfolio Advisors LLC.	0.54%	Add +12.7%	62,803	$1.6M
Commonwealth Retirement Investments LLC	0.65%	Reduce -14.5%	57,079	$1.6M
Elevate Wealth Advisory, Inc.	1.13%	Add +7.4%	56,983	$1.6M
Advisory Resource Group	0.32%	Add +13.4%	56,980	$1.6M
Ascentis Independent Advisors	0.31%	Reduce -51.2%	56,688	$1.6M
Ironwood Investment Counsel, LLC	0.27%	Add +10.1%	56,588	$1.6M
Asset Dedication, LLC	0.13%	Reduce -6.3%	56,422	$1.6M
Galvin, Gaustad & Stein, LLC	0.14%	Add +5.0%	56,150	$1.6M
Verum Partners LLC	0.42%	Reduce -14.8%	56,060	$1.6M
Outfitters Financial LLC	1.40%	Add +0.5%	55,725	$1.6M
Victrix Investment Advisors	0.82%	New	57,947	$1.6M
Sheaff Brock Investment Advisors, LLC	0.14%	Add +2.7%	55,438	$1.6M
Empower Advisory Group, LLC	0.01%	Reduce -3.5%	55,327	$1.5M
Kestra Investment Management, LLC	0.03%	Add +222.6%	79,230	$1.5M
World Equity Group, Inc.	0.44%	Reduce -49.5%	55,190	$1.5M
Essex Financial Services, Inc.	0.11%	Reduce -2.9%	54,845	$1.5M
Note Advisors, LLC	1.26%	Add +12.6%	54,476	$1.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.23%	Add +1.7%	55,143	$1.5M
Park Edge Advisors, LLC	0.42%	New	54,377	$1.5M
Tiaa Trust, National Association	0.00%	Reduce -13.6%	53,996	$1.5M
Wulff, Hansen & Co.	1.38%	Add +1.4%	53,975	$1.5M
West Michigan Advisors, LLC	0.50%	Add +17.1%	53,705	$1.5M
West Bancorporation Inc.	1.02%	Reduce -9.6%	53,554	$1.5M
Argent Capital Management LLC	0.05%	Add +66.0%	53,549	$1.5M
Signet Investment Advisory Group, Inc.	0.75%	Add +1.0%	53,480	$1.5M
IFG Advisory, LLC	0.08%	Add +19.5%	53,455	$1.5M
Root Financial Partners, LLC	0.16%	Add +32.4%	53,026	$1.5M
Precedent Wealth Partners, LLC	0.41%	Add +130.8%	52,895	$1.5M
Westbourne Investments, Inc.	0.89%	Add +2.2%	52,428	$1.5M
International Assets Investment Management, LLC	0.13%	Reduce -1.4%	52,326	$1.5M
Capital Management Associates, Inc	0.33%	Add +101.7%	51,964	$1.5M
Guardian Wealth Management, Inc.	0.96%	Reduce -84.9%	51,453	$1.4M
Missouri Trust & Investment Co	0.50%	Reduce -11.3%	51,442	$1.4M
Semus Wealth Partners LLC	0.99%	Reduce -1.9%	50,613	$1.4M
Elevation Capital Advisory, LLC	0.62%	Add +7.6%	50,450	$1.4M
Aspiriant, LLC	0.05%	Add +0.8%	50,373	$1.4M
JBR Co Financial Management Inc	0.82%	Add +0.6%	50,197	$1.4M
Diversified Trust Co.	0.03%	Reduce -7.0%	50,177	$1.4M
NorthCoast Asset Management LLC	0.01%	Reduce -13.3%	50,115	$1.4M
RHS Financial, LLC	0.79%	Reduce -15.0%	50,099	$1.4M
MIdWestOne Financial Group, Inc.	0.20%	Add +62.5%	49,903	$1.4M
Ehrlich Financial Group	1.01%	Reduce -4.1%	49,464	$1.4M
Bravias Capital Group, LLC	1.12%	New	49,219	$1.4M
Eagle Harbor Asset Management Inc.	1.39%	Add +6.4%	49,103	$1.4M
Altus Wealth Group LLC	0.64%	Add +11.0%	49,098	$1.4M
WealthBridge Capital Management, LLC	0.39%	Add +2.8%	49,008	$1.4M
Milestone Asset Management Group, LLC	1.23%	Add +9.7%	48,764	$1.4M
Advance Capital Management, Inc.	0.07%	Add +23.0%	48,711	$1.4M
Thrive Wealth Management, LLC	0.26%	Add +1.3%	48,637	$1.4M
Glass Jacobson Investment Advisors llc	0.45%	No change	49,741	$1.4M
Independent Advisor Alliance	0.04%	Reduce -96.5%	48,518	$1.4M
REDW Wealth LLC	0.50%	Reduce -0.5%	48,274	$1.3M
NorthCrest Asset Manangement, LLC	0.04%	Add +14.4%	48,256	$1.3M
Joel Isaacson & Co., LLC	0.06%	Reduce -5.1%	48,236	$1.3M
BNC Wealth Management, LLC	0.48%	Reduce -0.4%	47,947	$1.3M
Peregrine Asset Advisers, Inc.	0.50%	Add +389.3%	47,797	$1.3M
Summit Wealth Partners, LLC	0.27%	Reduce -5.4%	47,465	$1.3M
San Luis Wealth Advisors LLC	0.30%	Add +15.1%	47,474	$1.3M
Ameriflex Group, Inc.	0.54%	Reduce -1.7%	47,403	$1.3M
Royal Capital Wealth Management, LLC	0.93%	Reduce -0.3%	47,342	$1.3M
SYM FINANCIAL Corp	0.16%	Add +3.5%	47,268	$1.3M
Evergreen Wealth Management, LLC	0.79%	Reduce -1.3%	47,223	$1.3M
BXM Wealth LLC	1.58%	Add +4.6%	47,284	$1.3M
Retirement Guys Formula LLC	0.65%	Add +0.5%	46,755	$1.3M
Founders Financial Alliance, LLC	0.32%	Add +3.7%	46,650	$1.3M
Clear Creek Financial Management, LLC	0.14%	Add +25.7%	46,627	$1.3M
My Personal CFO, LLC	0.66%	Add +8.6%	46,557	$1.3M
Rwa Wealth Partners, LLC	0.02%	Add +1.6%	46,269	$1.3M
Great Lakes Advisors, LLC	0.01%	Reduce -57.2%	46,083	$1.3M
Gradient Investments LLC	0.03%	Reduce -1.8%	45,998	$1.3M
Trustmark Bank Trust Department	0.09%	Reduce -3.2%	45,681	$1.3M
Transcend Capital Advisors, LLC	0.09%	Add +12.6%	45,278	$1.3M
First Manhattan Co. Llc.	0.00%	Add +0.1%	45,180	$1.3M
Meriwether Wealth & Planning, LLC	0.82%	Add +10.9%	45,145	$1.3M
Fairview Capital Investment Management, LLC	0.07%	Add +18.2%	45,062	$1.3M
Murphy, Middleton, Hinkle & Parker, Inc.	0.70%	Reduce 0.0%	45,037	$1.3M
Dale Q Rice Investment Management Ltd	0.65%	No change	45,006	$1.3M
QRG Capital Management, Inc.	0.01%	Reduce -6.4%	44,910	$1.3M
Cornerstone Wealth Group, LLC	0.10%	Add +134.8%	44,668	$1.2M
Kanawha Capital Management LLC	0.10%	Reduce -2.6%	44,622	$1.2M
Compass Ion Advisors, LLC	0.15%	Reduce -12.4%	44,559	$1.2M
Sagace Wealth Management LLC	0.94%	Add +0.2%	44,334	$1.2M
TruNorth Capital Management, LLC	0.31%	Add +0.1%	44,320	$1.2M
First Wilshire Securities Management Inc.	0.35%	No change	43,875	$1.2M
HUB Investment Partners, LLC	0.05%	Add +19.4%	43,455	$1.2M
Financial Engines Advisors L.L.C.	0.00%	Add +11.7%	43,183	$1.2M
Lido Advisors, LLC	0.01%	Add +31.4%	43,115	$1.2M
Atlas Capital Advisors Inc.	0.15%	Add +9.6%	42,936	$1.2M
Allie Family Office LLC	0.66%	Add +27.8%	42,839	$1.2M
Marino, Stram & Associates LLC	0.26%	Add +0.1%	42,420	$1.2M
Marcum Wealth, LLC	0.10%	Reduce -5.3%	41,890	$1.2M
SouthState Bank Corp	0.05%	New	41,787	$1.2M
Montag & Caldwell, LLC	0.27%	Reduce -0.9%	41,773	$1.2M
ETF Store, Inc.	1.43%	Add +14.1%	41,598	$1.2M
XY Planning Network, Inc.	0.77%	Reduce -26.8%	41,316	$1.2M
McGlone Suttner Wealth Management, Inc.	0.19%	Add +2.5%	41,014	$1.1M
CWA Asset Management Group, LLC	0.05%	Reduce -7.7%	40,757	$1.1M
Capital Advisors Inc.	0.02%	Reduce -3.9%	40,727	$1.1M
Gries Financial LLC	0.22%	No change	40,692	$1.1M
Cottage Street Advisors LLC	0.57%	Add +9.4%	40,598	$1.1M
Walkner Condon Financial Advisors LLC	0.23%	Add +2.0%	40,446	$1.1M
Yoder Wealth Management, Inc.	0.64%	Reduce -0.8%	40,441	$1.1M
Ethos Financial Group, LLC	0.11%	Add +0.6%	41,130	$1.1M
Cynosure Group, LLC	0.15%	Reduce -59.7%	40,151	$1.1M
Haverford Trust Co	0.01%	Add +132.6%	40,043	$1.1M
Paulson Wealth Management Inc.	0.31%	Reduce -14.7%	39,938	$1.1M
Zacks Investment Management	0.01%	Add +65.4%	39,491	$1.1M
KFG Wealth Management, LLC	0.20%	Add +43.1%	39,436	$1.1M
Disciplined Investors, L.L.C.	0.99%	Add +0.5%	39,306	$1.1M
Parkside Financial Bank & Trust	0.14%	Add +49.4%	39,071	$1.1M
First Financial Bankshares Inc	0.02%	Add +199.7%	38,990	$1.1M
Baker Tilly Wealth Management, LLC	0.43%	Reduce -2.4%	38,914	$1.1M
Cardiff Park Advisors, LLC	0.10%	Add +62.6%	38,748	$1.1M
ZEGA Investments, LLC	0.32%	New	38,732	$1.1M
VestGen Advisors, LLC	0.05%	—	38,609	$1.1M
First National Bank & Trust Co. of Newtown	0.23%	Add +17.9%	38,605	$1.1M
Rather & Kittrell, Inc.	0.23%	No change	38,361	$1.1M
Next Capital Management LLC	0.51%	Add +19.3%	38,290	$1.1M
Ally Invest Advisors Inc.	0.09%	Reduce -4.4%	38,281	$1.1M
Trivium Point Advisory, LLC	0.13%	Reduce -50.0%	38,149	$1.1M
Moser Wealth Advisors, LLC	0.55%	Reduce -2.0%	37,871	$1.1M
Creegan & Nassoura Financial Group, LLC	0.71%	Reduce -0.3%	37,856	$1.1M
Old Mission Investment Co LLC	0.32%	Add +7.0%	37,640	$1.1M
Morling Financial Advisors, LLC	0.36%	No change	37,602	$1.1M
Capital Advisory Group Advisory Services, LLC	0.40%	Add +16.8%	37,471	$1.0M
Collaborative Wealth Managment Inc.	0.49%	Reduce -3.4%	37,268	$1.0M
FourThought Financial Partners, LLC	0.11%	New	37,257	$1.0M
Orcam Financial Group	0.97%	Reduce -9.2%	37,060	$1.0M
Fortis Group Advisors, LLC	0.20%	New	37,014	$1.0M
Buska Wealth Management, LLC	0.32%	Add +3.5%	36,856	$1.0M
JMG Financial Group, Ltd.	0.03%	Reduce -5.2%	36,804	$1.0M
Factor Wealth Management LTD	0.32%	Add +11.4%	36,719	$1.0M
Valley Wealth Managers, Inc.	0.08%	Reduce -21.4%	36,658	$1.0M
Clearview Wealth Advisors LLC	0.76%	Reduce -30.1%	36,588	$1.0M
Pinion Investment Advisors, LLC	0.22%	Add +95.3%	36,498	$1.0M
Maridea Wealth Management LLC	0.33%	Reduce -3.7%	36,443	$1.0M
SOA Wealth Advisors, LLC.	0.21%	Add +1.6%	36,440	$1.0M
M Holdings Securities, Inc.	0.17%	Add +16.7%	36,335	$1.0M
Boyce & Associates Wealth Consulting, Inc.	1.02%	Add +0.5%	36,333	$1.0M
Narwhal Capital Management	0.09%	Add +4.0%	36,095	$1.0M
Almanack Investment Partners, LLC.	0.20%	New	35,700	$998K
Colorado Capital Management, Inc.	0.46%	Add +0.9%	35,676	$998K
Madison Wealth Partners, Inc	0.25%	Add +0.5%	35,689	$998K
Sonora Investment Management Group, LLC	0.08%	Add +47.1%	35,645	$997K
Farmers & Merchants Investments Inc.	0.03%	Reduce -15.0%	35,586	$995K
First Financial Group Corp	1.13%	Add +11.1%	35,571	$995K
Valley Financial Group, Inc.	0.66%	Reduce -6.2%	35,466	$992K
RWQ Financial Management Services, Inc.	0.66%	New	35,430	$991K
Wood Tarver Financial Group, LLC	0.32%	Reduce -8.9%	35,236	$985K
FAS Wealth Partners, Inc.	0.08%	Add +1.0%	35,200	$984K
Code Waechter LLC	0.81%	Reduce -0.2%	35,175	$983K
Patten & Patten Inc.	0.07%	Add +0.4%	34,966	$978K
Webster Bank, N. A.	0.11%	No change	34,770	$972K
One Day In July LLC	0.10%	Reduce -0.3%	34,619	$968K
C M Bidwell & Associates Ltd.	0.58%	Reduce -0.0%	34,502	$965K
Full Sail Capital, LLC	0.06%	Add +58.1%	34,203	$956K
Bell Bank	0.05%	Reduce -22.3%	34,061	$952K
Aaron Wealth Advisors LLC	0.11%	Reduce -5.9%	34,020	$951K
Segment Wealth Management, LLC	0.06%	Reduce -41.2%	33,900	$948K
Beaumont Financial Advisors, LLC	0.07%	Reduce -0.5%	33,829	$946K
Adams Wealth Management	0.18%	Reduce -0.9%	33,287	$931K
CacheTech Inc.	0.18%	Reduce -0.9%	33,287	$931K
Russell Investments Group, Ltd.	0.00%	Add +46.4%	33,274	$930K
Retirement Planning Group, LLC / NY	0.94%	New	33,037	$924K
W Advisors, LLC	0.58%	Add +7.6%	32,976	$922K
Brooks, Moore & Associates, Inc.	0.52%	New	32,865	$919K
Bellevue Asset Management, LLC	0.50%	Reduce -0.8%	32,720	$915K
Washington Trust Advisors, Inc.	0.08%	Add +38.7%	32,558	$910K
Pinnacle Bancorp, Inc.	0.30%	No change	32,529	$910K
Squire Investment Management Company, LLC	0.38%	Reduce -1.1%	32,465	$908K
Bailard, Inc.	0.02%	Add +2.8%	32,438	$907K
Landaas & Co. /Wi	0.25%	Add +9.8%	32,420	$906K
Renaissance Technologies	0.00%	Reduce -64.1%	32,300	$903K
Firestone Capital Management	0.24%	Add +3.7%	32,213	$901K
Stonebrook Private Inc.	0.23%	Add +2.0%	32,148	$899K
Darrow Company, Inc.	0.50%	No change	32,368	$899K
Maripau Wealth Management LLC	0.51%	Add +33.8%	31,941	$893K
Modera Wealth Management, LLC	0.01%	Add +0.9%	31,871	$891K
DDD Partners, LLC	0.11%	Add +1.4%	31,699	$886K
Barnett & Company, Inc.	0.74%	Reduce -1.3%	31,538	$882K
Round Rock Advisors LLC	0.16%	Reduce -22.6%	31,483	$880K
SWS Partners	0.29%	Reduce -10.6%	31,456	$880K
Crew Capital Management, Ltd	0.72%	Reduce -2.4%	31,406	$878K
Cornerstone Wealth Management, LLC	0.06%	Reduce -2.3%	31,339	$876K
Carlton Hofferkamp & Jenks Wealth Management, LLC	0.36%	Reduce -2.9%	34,845	$876K
Loudon Investment Management, LLC	0.50%	Add +0.6%	31,216	$873K
Wernau Asset Management Inc.	0.90%	No change	31,209	$873K
Avalon Capital Management	0.25%	No change	31,050	$868K
Moloney Securities Asset Management, LLC	0.12%	Add +0.1%	31,030	$868K
Soundwatch Capital LLC	0.39%	Reduce -11.8%	30,940	$865K
Hayek Kallen Investment Management	0.32%	Reduce -6.4%	30,681	$858K
Bank of New Hampshire	0.22%	Add +12.1%	30,590	$855K
Insight Wealth Partners, LLC	0.51%	Reduce -6.2%	30,478	$852K
Prevail Innovative Wealth Advisors, LLC	0.23%	Add +27.2%	30,468	$852K
Institute for Wealth Management, LLC.	0.11%	Reduce -5.7%	30,434	$851K
Sunesis Advisors, LLC	0.46%	Add +0.0%	30,414	$850K
Smith Salley Wealth Management	0.06%	Add +212.3%	30,287	$847K
Florida Trust Wealth Management Co	0.03%	Add +34.5%	30,199	$844K
Wealth Alliance, LLC	0.10%	Reduce -1.5%	30,037	$840K
Clear Point Advisors Inc.	0.75%	Add +1.4%	30,008	$839K
TFR Capital, LLC.	0.35%	Add +37.1%	29,847	$835K
Red Crane Wealth Management, LLC	0.80%	Add +1.8%	29,820	$834K
Centricity Wealth Management, LLC	0.76%	Reduce -25.0%	29,805	$833K
Demars Financial Group, LLC	0.35%	Add +1.1%	29,797	$833K
Vanguard Capital Wealth Advisors	1.02%	Add +5.4%	29,728	$831K
Leo Wealth, LLC	0.12%	Reduce -96.3%	29,716	$831K
Probity Advisors, Inc.	0.16%	New	29,480	$824K
Traphagen Investment Advisors LLC	0.09%	Add +1.9%	29,256	$818K
Ancora Advisors LLC	0.02%	Reduce -11.3%	29,256	$818K
Bartlett & Co. Wealth Management LLC	0.01%	Reduce -6.7%	29,223	$817K
Rench Wealth Management, Inc.	0.28%	Reduce -4.3%	29,166	$815K
Connecticut Wealth Management, LLC	0.04%	New	29,163	$815K
Van Cleef Asset Management,Inc	0.09%	Reduce -1.5%	29,136	$815K
Wilkins Miller Wealth Management, LLC	0.61%	Add +0.2%	29,123	$814K
Blue Trust, Inc.	0.01%	Add +26.8%	29,082	$813K
Arete Wealth Advisors, LLC	0.06%	Reduce -3.7%	29,015	$811K
Oarsman Capital, Inc.	0.15%	Reduce -3.3%	28,925	$809K
Advisor Resource Council	0.06%	New	37,399	$802K
CCG Wealth Management, LLC	0.48%	Reduce -1.2%	28,659	$801K
Sand Hill Global Advisors, LLC	0.03%	Reduce -4.6%	28,516	$797K
Certuity, LLC	0.08%	Add +61.5%	21,946	$797K
Pure Financial Advisors, LLC	0.02%	Add +101.9%	28,459	$796K
Councilor Wealth, LLC	0.40%	Add +1.6%	28,324	$792K
Schmidt P J Investment Management Inc.	0.14%	Reduce -12.0%	28,215	$789K
Financial Perspectives, Inc	0.27%	Add +7.4%	28,185	$788K
Valicenti Advisory Services Inc.	0.20%	Add +1.5%	28,119	$786K
Delta Financial Group, Inc.	0.18%	Add +33.3%	27,994	$786K
Balefire, LLC	0.27%	New	28,084	$785K
Level Wealth Management LLC	0.51%	Add +0.5%	27,971	$782K
Bonfire Financial	0.72%	No change	27,918	$781K
Strategies Wealth Advisors, LLC	0.10%	Add +0.0%	27,901	$780K
Freestone Capital Holdings, LLC	0.03%	Reduce -43.7%	27,814	$778K
Sage Financial Group Inc.	0.06%	Reduce -7.6%	27,708	$775K
KMG Fiduciary Partners, LLC	0.06%	Add +0.6%	27,246	$762K
Tiller Private Wealth, Inc.	0.32%	Add +35.8%	27,149	$759K
Transatlantique Private Wealth LLC	0.30%	Add +5.1%	27,085	$757K
Badgley Phelps Wealth Managers, LLC	0.02%	Reduce -3.4%	26,944	$753K
Baker Avenue Asset Management, LP	0.02%	Add +29.0%	26,919	$753K
Prossimo Advisors, LLC	0.56%	No change	26,817	$750K
Sawgrass Asset Management LLC	0.09%	Add +1.4%	26,637	$745K
Wooster Corthell Wealth Management, Inc.	0.15%	Add +33.0%	26,612	$744K
Weik Capital Management	0.30%	Add +19.1%	26,610	$744K
Beacon Capital Management, LLC	0.10%	Reduce -6.9%	26,557	$743K
Rainey & Randall Wealth Advisors Inc.	0.14%	Add +0.5%	26,476	$740K
Summit Wealth & Retirement Planning, Inc.	0.23%	Add +0.6%	26,327	$736K
McAlister, Sweet & Associates, Inc.	0.56%	New	26,233	$733K
Greenhouse Wealth Management, LLC	0.55%	Add +0.4%	26,201	$733K
Traynor Capital Management, Inc.	0.06%	Add +36.5%	26,200	$733K
Ellis Investment Partners, LLC	0.15%	Add +8.0%	26,084	$729K
Builder Investment Group Inc.	0.21%	Add +0.1%	26,050	$728K
Invst, LLC	0.10%	Reduce -6.3%	26,004	$727K
Drive Wealth Management, LLC	0.17%	Add +119.2%	25,994	$727K
Napatree Capital LLC	0.41%	Add +0.4%	25,908	$724K
Austin Private Wealth, LLC	0.07%	Add +15.3%	25,885	$724K
Rothschild Investment LLC	0.05%	Add +0.0%	25,883	$724K
Lowe Brockenbrough & Co. Inc.	0.05%	Add +0.7%	25,731	$719K
Wolfstich Capital, LLC	0.65%	No change	25,692	$718K
FineMark National Bank & Trust	0.03%	Reduce -1.4%	25,657	$717K
Smart Portfolios, LLC	0.78%	Reduce -0.1%	25,655	$717K
Mach-1 Financial Group, LLC	0.21%	New	25,375	$709K
Perissos Private Wealth Management, LLC	0.65%	Add +2.0%	25,337	$708K
North Star Asset Management Inc.	0.03%	Reduce -0.3%	25,211	$705K
Key Financial Inc	0.15%	No change	25,038	$700K
Planned Solutions, Inc.	0.29%	Add +17.7%	24,980	$698K
Faithward Advisors, LLC	0.12%	Reduce -19.3%	24,947	$698K
Front Row Advisors LLC	0.27%	Add +2.6%	24,947	$698K
GPS Wealth Strategies Group, LLC	0.09%	Reduce -4.8%	24,823	$694K
Lederer & Associates Investment Counsel	0.51%	Reduce -2.6%	24,787	$693K
Johnson Financial Group, Inc.	0.03%	No change	24,696	$691K
Wolverine Trading, LLC	0.02%	Reduce -73.9%	25,019	$690K
Plan Group Financial, LLC	0.25%	Add +15.9%	24,657	$689K
Pension & Wealth Management Advisors, Inc.	0.26%	Reduce -0.7%	24,608	$688K
Blake Schutter Theil Wealth Advisors, LLC	0.78%	Add +23.8%	24,561	$687K
Sentinel Pension Advisors, LLC	0.13%	Reduce -3.0%	24,476	$684K
FSA Investment Group, LLC	0.58%	Add +0.9%	24,433	$683K
Ridgecrest Wealth Partners, LLC	0.36%	Add +2.0%	24,409	$682K
Lyell Wealth Management, LP	0.06%	Reduce -6.3%	24,379	$682K
Bridgewealth Advisory Group, LLC	0.90%	Reduce -91.7%	24,379	$682K
Appleton Partners Inc.	0.05%	Reduce -1.0%	24,369	$681K
Cypress Capital, LLC	0.20%	Reduce -2.8%	24,280	$679K
Fusion Capital, LLC	0.26%	Reduce -7.7%	24,258	$678K
Sharkey, Howes & Javer	0.10%	Reduce -3.9%	24,253	$678K
Ellevest, Inc.	0.05%	Reduce -7.1%	24,245	$678K
Moors & Cabot, Inc.	0.03%	Add +13.0%	24,221	$677K
Breakwater Capital Group	0.12%	Reduce -5.1%	24,108	$674K
Brasada Capital Management, LP	0.13%	Reduce -3.6%	27,552	$670K
LifePlan Financial, LLC	0.58%	Reduce -6.9%	23,929	$669K
Dominguez Wealth Management Solutions, Inc.	0.49%	Add +0.3%	23,895	$668K
Magnus Financial Group LLC	0.06%	Add +4.8%	23,640	$661K
Wealthcare Capital Management LLC	0.07%	New	23,610	$660K
Stewardship Advisors, LLC	0.18%	Reduce -51.6%	23,513	$657K
Schrum Private Wealth Management LLC	0.58%	Reduce -17.7%	23,495	$657K
O'ROURKE & COMPANY, Inc	0.33%	Add +15.2%	23,491	$657K
Pine Valley Investments Ltd Liability Co	0.04%	Add +19.8%	23,436	$655K
FSM Wealth Advisors, LLC	0.15%	Add +0.3%	23,422	$655K
BNP Paribas Financial Markets	0.00%	New	23,415	$655K
Carret Asset Management, LLC	0.07%	Add +16.5%	23,353	$653K
Financial Partners Group, LLC	0.28%	Add +0.3%	23,300	$651K
Federated Hermes, Inc.	0.00%	Add +1.9%	23,269	$651K
Cornell Pochily Investment Advisors, Inc.	0.23%	Reduce -7.1%	23,109	$646K
First Financial Corp.	0.31%	Reduce -6.5%	23,031	$644K
SP Asset Management LLC	0.06%	Add +0.9%	23,029	$644K
Destination Wealth Management	0.02%	Add +10.2%	23,026	$644K
Retirement Planning Group, LLC	0.03%	Reduce -23.3%	23,004	$643K
Jefferies Financial Group Inc.	0.01%	No change	22,998	$643K
Avantra Family Wealth, Inc.	0.62%	Reduce -4.8%	22,988	$643K
Trilogy Capital Inc.	0.03%	Add +13.3%	22,978	$642K
Fulcrum Capital LLC	0.14%	Reduce -0.5%	22,885	$640K
Davis Wealth Advisors, LLC	0.72%	Add +0.6%	22,849	$639K
Capital Advisors Wealth Management, LLC	0.11%	Add +9.3%	22,826	$638K
Tower Research Capital LLC (TRC)	0.02%	New	22,727	$635K
Aerodigm Wealth, LLC	0.35%	Reduce -2.2%	22,717	$635K
Gemmer Asset Management LLC	0.06%	No change	22,692	$634K
AlphaQ Advisors LLC	1.52%	Add +3.6%	22,673	$634K
Forum Financial Management, LP	0.01%	Add +10.0%	22,667	$634K
D'Orazio & Associates, Inc.	0.10%	Reduce -24.4%	22,580	$631K
LCNB Corp.	0.23%	Add +1.5%	22,485	$629K
Baldwin Investment Management, LLC	0.08%	Reduce -17.3%	22,478	$628K
Vanguard Personalized Indexing Management, LLC	0.01%	Add +0.3%	22,474	$628K
Salomon & Ludwin, LLC	0.07%	Reduce -0.8%	22,469	$628K
Bordeaux Wealth Advisors LLC	0.12%	Add +2.9%	22,465	$628K
Promethium Advisors,llc	0.40%	Reduce -7.3%	22,329	$624K
OMC Financial Services LTD	0.28%	Add +4.8%	22,280	$623K
D. E. Shaw & Co.	0.00%	New	22,258	$622K
Nalls Sherbakoff Group, LLC	0.51%	—	22,223	$621K
Charis Legacy Partners, LLC	1.17%	New	22,042	$616K
Fairway Wealth LLC	0.23%	No change	21,957	$614K
Mission Creek Capital Partners, Inc.	0.15%	Reduce -0.8%	21,915	$613K
Lane & Associates LLC	0.33%	Add +44.5%	21,875	$612K
CGN Advisors LLC	0.06%	Reduce -18.2%	21,843	$611K
Kane Investment Management, Inc.	0.29%	Reduce -7.1%	21,701	$607K
Access Financial Services, Inc.	0.24%	Reduce -86.2%	21,677	$606K
Beacon Financial Advisory LLC	0.18%	Add +97.8%	21,667	$606K
Investment Partners Asset Management, Inc.	0.48%	Add +1.4%	21,652	$605K
Bogart Wealth, LLC	0.03%	Add +1.6%	21,630	$605K
GRIMES & Co WEALTH MANAGEMENT, LLC	0.02%	Reduce -25.0%	21,561	$603K
Aldebaran Financial Inc.	0.74%	No change	21,524	$602K
Bleakley Financial Group, LLC	0.02%	Add +13.3%	21,441	$599K
FSB Premier Wealth Management, Inc.	0.23%	Reduce -5.5%	21,411	$599K
Verity & Verity, LLC	0.05%	Add +20.4%	21,250	$594K
Holderness Investments Co.	0.14%	Add +3.6%	21,184	$592K
Signaturefd, LLC	0.01%	Add +7.3%	21,108	$590K
Cascade Financial Partners, LLC	0.07%	Reduce -5.3%	21,079	$589K
Oldfather Financial Services, LLC	0.22%	Add +56.3%	21,063	$589K
Virtue Capital Management, LLC	0.07%	New	21,047	$588K
Tidemark, LLC	0.22%	Reduce -1.1%	20,976	$586K
FSA Advisors, Inc.	0.46%	Add +171.8%	20,947	$586K
Glenmede Trust Co. NA	0.00%	Reduce -4.0%	20,871	$584K
N.E.W. Advisory Services LLC	0.04%	Add +93.5%	20,863	$583K
Foresight Capital Management Advisors, Inc.	0.36%	Reduce -7.7%	20,789	$581K
Granite Bay Wealth Management, LLC	0.20%	Reduce -18.3%	20,751	$580K
Aspen Wealth Strategies, LLC	0.38%	Reduce -71.0%	20,733	$580K
Sigma Investment Counselors Inc.	0.04%	Reduce -9.0%	20,595	$576K
Sage Capital Advisors,llc	0.15%	Add +0.4%	20,541	$574K
Chapin Davis, Inc.	0.20%	Add +144.6%	20,538	$574K
Ironwood Financial, llc	0.12%	Add +25.0%	20,492	$573K
FC Advisory LLC	0.19%	Add +1.4%	20,465	$572K
Kelleher Financial Advisors	0.23%	Add +2.1%	20,452	$572K
Cobblestone Capital Advisors LLC	0.03%	Reduce -8.8%	20,360	$569K
BlackRock, Inc.	0.00%	Reduce -48.6%	20,263	$567K
Mirador Capital Partners LP	0.10%	Add +1.3%	20,240	$566K
Capital Planning LLC	0.16%	Reduce -4.7%	20,195	$565K
Olistico Wealth, LLC	0.35%	Add +1699.1%	20,114	$562K
Northstar Financial Companies, Inc.	0.61%	Reduce -5.0%	20,069	$561K
TD Capital Management LLC	0.06%	Add +48.1%	20,027	$560K
Fearless Solutions, LLC dba Best Invest	0.43%	No change	19,828	$554K
Blueprint Investment Partners LLC	0.10%	New	19,772	$553K
Clarkston Capital Partners, LLC	0.01%	Add +2.0%	19,709	$551K
Cross Staff Investments Inc	0.41%	No change	19,624	$549K
Herold Advisors, Inc.	0.12%	Reduce -1.1%	19,602	$548K
Obermeyer Wealth Partners	0.03%	Add +54.5%	19,569	$547K
Matrix Asset Advisors Inc.	0.06%	New	19,557	$547K
Horizon Investment Services, LLC	0.27%	Reduce -2.0%	19,522	$546K
Mission Wealth Management, LP	0.01%	Reduce -15.1%	19,477	$545K
Tranquility Partners, LLC	0.21%	Reduce -2.8%	19,476	$545K
Basepoint Wealth LLC	0.42%	Add +0.9%	19,385	$542K
Investmark Advisory Group LLC	0.27%	Reduce -9.0%	19,189	$537K
49 Wealth Management, LLC	0.06%	Reduce -2.1%	19,188	$537K
Prospera Capital Management, LLC	0.35%	No change	19,170	$536K
Patton Albertson Miller Group, LLC	0.08%	Reduce -4.2%	19,153	$536K
Bedel Financial Consulting, Inc.	0.08%	Reduce -0.1%	20,883	$534K
Evergreen Capital Management LLC	0.02%	Add +0.3%	19,029	$532K
Covington Investment Advisors Inc.	0.08%	Add +8.8%	19,016	$532K
Whittier Trust Co.	0.01%	No change	19,029	$532K
PDS Planning, Inc	0.04%	Add +0.5%	18,925	$529K
Wealth Alliance Advisory Group, LLC	0.11%	No change	18,919	$529K
RPS Advisory Solutions LLC	0.37%	New	18,855	$527K
Newport Capital Group, LLC	0.38%	Add +0.6%	18,721	$523K
American Capital Advisory, LLC	0.28%	No change	18,591	$520K
Balboa Wealth Partners	0.13%	Add +132.5%	18,578	$519K
Claris Financial LLC	0.34%	No change	18,983	$519K
Ring Mountain Capital, LLC	0.39%	Reduce -0.8%	18,446	$516K
Maryland Capital Advisors Inc.	0.23%	Reduce -27.8%	18,362	$513K
Midland Wealth Advisors, LLC	0.03%	Reduce -2.4%	18,282	$511K
Colonial Trust Co / SC	0.08%	Reduce -22.5%	18,530	$511K
Seneca House Advisors	0.22%	Reduce -2.8%	18,276	$511K
Sightline Wealth Advisors, LLC	0.27%	Add +0.2%	18,263	$511K
Mezzasalma Advisors, LLC	0.18%	Reduce -5.7%	18,196	$509K
Comprehensive Money Management Services LLC	0.41%	Reduce -5.7%	18,175	$508K
Revisor Wealth Management LLC	0.23%	Add +3.9%	18,142	$507K
Jane Street Group, LLC	0.00%	Reduce -93.5%	18,084	$506K
Godsey & Gibb, Inc.	0.05%	Reduce -4.2%	17,900	$500K
Howe & Rusling Inc.	0.04%	Add +16.4%	17,797	$498K
Tsfg, LLC	0.10%	Add +13.5%	17,559	$491K
DKM Wealth Management, Inc.	0.47%	Reduce -0.9%	17,503	$489K
Centerpoint Advisors, LLC	0.18%	Add +2.1%	17,499	$489K
Andrews, Lucia Wealth Management LLC	0.33%	Add +202.8%	17,852	$488K
Smart Money Group LLC	0.17%	Reduce -91.0%	17,389	$486K
Fiduciary Advisors, Inc.	0.48%	Add +0.9%	17,286	$483K
Golden State Wealth Management, LLC	0.07%	Add +10.1%	17,275	$483K
Regions Financial Corp.	0.00%	Add +2.0%	17,251	$482K
Leisure Capital Management	0.20%	Add +1.7%	17,203	$481K
Fidelis Capital Partners, LLC	0.05%	New	18,707	$480K
Van Hulzen Asset Management, LLC	0.04%	Add +0.1%	17,174	$480K
Meridian Wealth Advisors, LLC	0.08%	No change	17,163	$480K
Cannon Financial Strategists, Inc.	0.08%	No change	17,115	$479K
International Private Wealth Advisors LLC	0.46%	Reduce -7.3%	17,106	$478K
OneAscent Wealth Management LLC	0.21%	Reduce -13.2%	17,101	$478K
Essex Bank	0.12%	Add +1.0%	17,082	$477K
GW Henssler & Associates Ltd.	0.03%	Add +97.2%	17,058	$477K
Riverbend Wealth Management, LLC	0.43%	Add +9.3%	17,058	$477K
TFB Advisors LLC	0.14%	Add +3.0%	16,990	$475K
Aspen Investment Management Inc	0.22%	Add +14.4%	16,972	$475K
Private Client Services, LLC	0.23%	Add +0.2%	16,877	$472K
Darden Wealth Group Inc	0.37%	Reduce -7.7%	16,877	$472K
Nicholas Hoffman & Company, LLC.	0.02%	Reduce -30.8%	16,859	$471K
Ridgeline Wealth Planning, LLC	0.46%	Reduce -4.0%	16,827	$470K
Dana Investment Advisors, Inc.	0.02%	Add +76.0%	16,779	$469K
Fort Sheridan Advisors LLC	0.07%	Add +6.8%	16,748	$468K
Thompson Davis & Co., Inc.	0.37%	Add +0.5%	16,740	$468K
Stillwater Wealth Management Group	0.41%	Add +47.7%	16,738	$468K
Evercore Wealth Management, LLC	0.01%	Reduce -2.9%	16,709	$467K
Davis R M Inc.	0.01%	Reduce -7.5%	16,673	$466K
1ST Source Bank	0.03%	Add +7.1%	16,669	$466K
ZynergyRetirementPlanningLLC	0.33%	Add +205.6%	16,956	$463K
Omega Financial Group, LLC	0.18%	Add +30.2%	16,543	$463K
Dorsey & Whitney Trust CO LLC	0.03%	Reduce -0.6%	16,533	$462K
Heritage Oak Wealth Advisors LLC	0.20%	Add +1.5%	16,424	$459K
Vigilare Wealth Management	0.18%	Add +76.5%	16,406	$459K
Cascades Capital Asset Management, LLC	0.25%	New	16,350	$457K
Carrera Capital Advisors	0.10%	Add +4.0%	16,306	$456K
Summit Global Investments	0.03%	Reduce -95.8%	16,254	$454K
Westwood Holdings Group Inc.	0.00%	No change	16,163	$452K
Sage Investment Counsel LLC	0.57%	Add +63.0%	16,162	$452K
Sax Wealth Advisors, LLC	0.03%	Add +117.0%	16,108	$450K
L. Roy Papp & Associates, LLP	0.06%	No change	16,086	$450K
Investment Counsel Co. of Nevada	1.02%	Reduce -1.9%	16,063	$449K
Wealthstar Advisors, LLC	0.20%	No change	15,978	$447K
Kingsman Wealth Management, Inc.	0.33%	—	15,954	$446K
Northeast Financial Consultants Inc	0.02%	No change	15,951	$446K
Uptick Partners, LLC	0.15%	Add +1.2%	15,927	$445K
Sanchez Wealth Management Group	0.12%	No change	15,829	$443K
Cherry Tree Wealth Management, LLC	0.11%	Add +4.2%	15,784	$441K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.03%	Add +20.9%	15,828	$441K
Brown Wealth Management, LLC	0.15%	No change	15,773	$441K
RMR Wealth Builders	0.05%	Add +7.7%	15,766	$441K
Patrick M Sweeney & Associates, Inc.	0.33%	Add +4.3%	15,745	$440K
Capital Market Strategies LLC	0.30%	Reduce -70.4%	15,742	$440K
Frederick Financial Consultants, LLC	0.32%	Reduce -4.0%	15,681	$438K
TFG Advisers LLC	0.16%	Add +16.1%	15,550	$435K
Triangle Securities Wealth Management	0.11%	Add +0.8%	15,522	$434K
Stockman Wealth Management, Inc.	0.06%	Reduce -14.1%	15,444	$432K
Seelaus Asset Management LLC	0.42%	Reduce -16.5%	15,429	$431K
GPM Growth Investors, Inc.	0.19%	Reduce -84.7%	15,388	$430K
Iams Wealth Management, LLC	0.20%	Reduce -51.7%	15,351	$429K
Howland Capital Management LLC	0.02%	Reduce -1.9%	15,332	$429K
Duncker Streett & Co. Inc.	0.08%	Add +0.0%	15,291	$428K
Alley Investment Management Company, LLC	0.05%	Add +0.6%	15,271	$427K
Strategic Advisors LLC	0.08%	Add +4.6%	15,244	$426K
Leading Edge Financial Planning LLC	0.13%	No change	15,174	$424K
Rosenberg Matthew Hamilton	0.11%	Add +2.1%	15,141	$423K
Tenon Financial LLC	0.26%	Add +0.0%	15,126	$423K
Sovereign Financial Group, Inc.	0.10%	Add +6.7%	15,038	$420K
Fiduciary Family Office, LLC	0.14%	New	15,000	$419K
Williams Jones Wealth Management, LLC.	0.01%	Add +54.8%	14,981	$419K
National Wealth Management Group, LLC	0.28%	Add +29.9%	14,973	$419K
Edgestream Partners, L.P.	0.01%	New	14,953	$418K
Obsidian Cio, LLC	0.07%	Add +0.9%	14,952	$418K
CM Wealth Advisors LLC	0.13%	No change	14,883	$416K
Keystone Wealth Services, LLC	0.11%	Add +0.9%	14,853	$415K
Armstrong Advisory Group, Inc.	0.03%	No change	15,199	$415K
Pflug Koory, LLC	0.23%	Reduce -9.3%	14,843	$415K
Successful Portfolios LLC	0.28%	Reduce -1.5%	14,838	$415K
4WEALTH Advisors, Inc.	0.46%	Reduce -19.5%	14,786	$413K
Plante Moran Financial Advisors, LLC	0.04%	Add +4.8%	14,776	$413K
New Century Financial Group, LLC	0.47%	Reduce -11.3%	14,664	$410K
First Horizon Advisors, Inc.	0.01%	Add +894.7%	14,622	$409K
Chokshi & Queen Wealth Advisors, Inc	0.27%	Reduce -7.1%	14,620	$409K
Strategic Advocates LLC	0.14%	Reduce -4.9%	14,615	$409K
GoalVest Advisory LLC	0.11%	Reduce -2.9%	14,595	$408K
Silver Lake Advisory, LLC	0.18%	Add +1.5%	14,555	$407K
Sterling Investment Advisors, Ltd.	0.10%	New	14,472	$405K
Financial Advisors Network, Inc.	0.07%	Reduce -4.2%	14,446	$404K
Castle Wealth Management LLC	0.16%	Add +0.0%	14,415	$403K
Ballast, Inc.	0.11%	No change	14,415	$403K
Trademark Financial Management, LLC	0.31%	Reduce -3.6%	14,406	$403K
Argus Investors' Counsel, Inc.	0.31%	Reduce -11.7%	14,375	$402K
Legacy Financial Advisors, Inc.	0.07%	Reduce -6.0%	14,336	$401K
Heritage Wealth Management, Inc.	0.14%	Add +2.3%	14,324	$400K
Ashton Thomas Private Wealth, LLC	0.02%	Add +1.4%	14,266	$399K
Wealth Effects LLC	0.17%	Reduce -0.4%	14,257	$399K
Blue Sky Capital Consultants Group, Inc.	0.26%	Add +0.5%	14,238	$398K
Procyon Advisors, LLC	0.02%	Reduce -8.3%	14,219	$398K
Pine Harbor Wealth Management, LLC	0.16%	No change	14,215	$397K
St Germain D J Co. Inc.	0.02%	Reduce -6.2%	14,210	$397K
Topsail Wealth Management, LLC	0.08%	No change	14,142	$395K
RKL Wealth Management LLC	0.04%	Add +7.9%	14,141	$395K
Generation Capital Management LLC	0.36%	Add +5.8%	14,131	$395K
Sunflower Bank, N.A.	0.11%	Add +3.3%	14,076	$394K
Proficio Capital Partners LLC	0.03%	No change	14,007	$392K
Resonant Capital Advisors, LLC	0.03%	Add +32.6%	13,965	$390K
Bernardo Wealth Planning LLC	0.09%	Add +2.7%	13,913	$389K
Brick & Kyle, Associates	0.18%	Add +0.3%	14,020	$388K
Legacy Solutions, LLC	0.43%	Add +1.1%	13,846	$387K
Old National Bancorp	0.01%	New	13,798	$386K
First Foundation Advisors	0.02%	Add +11.4%	13,797	$386K
Pinnacle Wealth Planning Services, Inc.	0.06%	Add +11.0%	13,773	$385K
Financial Gravity Asset Management, Inc.	0.08%	—	13,738	$384K
Principal Financial Group Inc.	0.00%	New	13,723	$384K
Tandem Investment Partners LLC	0.38%	Reduce -1.8%	13,714	$383K
Hutchens & Kramer Investment Management Group, LLC	0.21%	Add +3.5%	13,693	$383K
Element Wealth, LLC	0.20%	Add +0.5%	13,615	$381K
Guardian Wealth Advisors, LLC / NC	0.03%	Add +0.4%	13,606	$380K
NorthRock Partners, LLC	0.01%	Add +7.6%	13,573	$379K
Del-Sette Capital Management, LLC	0.30%	Reduce -2.6%	13,567	$379K
Resurgent Financial Advisors LLC	0.23%	Add +8.7%	13,566	$379K
Daymark Wealth Partners, LLC	0.02%	Add +0.1%	13,515	$378K
JB Capital LLC	0.02%	Add +16.7%	13,396	$375K
Uptown Financial Advisors LLC	0.39%	No change	13,350	$373K
Advisor OS, LLC	0.04%	Add +8.2%	13,348	$373K
Mather Group, Llc.	0.00%	Add +9.4%	13,294	$372K
Old North State Wealth Management, LLC	0.21%	Reduce -0.3%	13,270	$371K
Heritage Trust Co	0.04%	No change	13,242	$370K
AA Financial Advisors, LLC	0.09%	Reduce -22.0%	13,230	$370K
McIlrath & Eck, LLC	0.05%	Add +0.9%	13,225	$370K
Compass Advisory Group LLC	0.13%	Reduce -1.1%	13,182	$369K
O'Dell Group, LLC	0.10%	Add +0.2%	13,147	$368K
CX Institutional	0.01%	New	13,143	$367K
Centerpoint Advisory Group	0.36%	No change	13,125	$367K
Citrine Capital LLC	0.23%	No change	13,089	$366K
Partners Wealth Management, LLC	0.41%	No change	13,061	$365K
Heirloom Wealth Management	0.10%	Add +0.1%	13,060	$365K
Harbor Investment Advisory, LLC	0.04%	Add +26.4%	13,057	$365K
NovaPoint Capital, LLC	0.11%	No change	13,026	$364K
Meadow Creek Wealth Advisors LLC	0.27%	Add +29.5%	12,952	$362K
Security National Bank of So Dak	0.20%	Reduce -0.5%	12,930	$362K
Shakespeare Wealth Management, LLC	0.10%	Reduce -2.8%	12,927	$361K
Copley Financial Group, Inc.	0.28%	Reduce -5.6%	12,926	$361K
YANKCOM Partnership	0.20%	No change	12,921	$361K
Gateway Wealth Partners, LLC	0.08%	Add +3.2%	12,883	$360K
Sepio Capital, LP	0.03%	Add +10.5%	12,829	$359K
Cape Cod Five Cents Savings Bank	0.03%	No change	4,235	$358K
Finer Wealth Management, Inc.	0.21%	Add +1.2%	12,790	$358K
Pinnacle Wealth Management Group, Inc.	0.25%	Add +40.7%	12,789	$358K
Rockwood Wealth Management, LLC	0.04%	Add +34.4%	12,784	$357K
GGM Financial LLC	0.24%	Reduce -26.8%	12,733	$356K
Claro Advisors Inc.	0.05%	New	12,718	$356K
Cornerstone Enterprises, LLC	0.22%	Reduce -0.9%	12,692	$355K
Members Advisory Group LLC	0.15%	Reduce -49.2%	12,673	$354K
Stone Summit Wealth LLC	0.12%	No change	12,561	$351K
Pine Haven Investment Counsel, Inc	0.29%	Add +7.0%	12,464	$348K
Studio Investment Management LLC	0.07%	Add +28.7%	12,439	$348K
Oxbow Advisors, LLC	0.04%	Add +34.9%	12,338	$345K
Wade Financial Advisory, Inc	0.12%	No change	12,333	$345K
Ullmann Wealth Partners Group, LLC	0.05%	No change	12,294	$344K
Ferguson Wellman Capital Management, Inc.	0.01%	Add +0.1%	12,273	$343K
Klingman & Associates, LLC	0.02%	Add +30.3%	12,228	$342K
Relyea Zuckerberg Hanson LLC	0.05%	No change	12,180	$341K
Grandview Asset Management LLC	0.13%	Reduce -3.7%	12,148	$340K
Prosperity Wealth Management, Inc.	0.16%	Reduce -45.3%	12,151	$340K
Allspring Global Investments Holdings, LLC	0.00%	Add +343.3%	12,115	$339K
J2 Capital Management Inc	0.31%	No change	12,114	$339K
SIMA Wealth Partners, LLC	0.28%	Reduce -12.8%	12,104	$338K
Straight Path Wealth Management	0.14%	No change	12,087	$338K
Legacy Advisory Services, LLC	0.28%	Add +32.4%	12,066	$337K
Wisconsin Wealth Advisors, LLC	0.48%	New	11,996	$335K
Whittier Trust Co. of Nevada Inc.	0.01%	Reduce -3.5%	11,982	$335K
Cura Wealth Advisors, LLC	0.14%	Add +6.8%	11,941	$334K
Three Magnolias Financial Advisors, LLC	0.28%	Reduce -92.3%	11,878	$332K
SkyOak Wealth, LLC	0.07%	Add +0.8%	11,854	$331K
GFG Capital, LLC	0.10%	Reduce -4.1%	11,833	$331K
Pegasus Asset Management, Inc.	0.13%	Reduce -0.4%	11,802	$330K
Tennessee Valley Asset Management Partners	0.05%	Add +24.8%	11,780	$329K
Creekside Partners	0.17%	Add +19.9%	11,720	$328K
Westmount Partners, LLC	0.10%	Reduce -1.6%	11,713	$327K
Cliftonlarsonallen Wealth Advisors, LLC	0.01%	New	11,618	$325K
KG Capital Management	0.10%	New	11,511	$322K
SageView Advisory Group, LLC	0.01%	Add +18.2%	11,480	$321K
Woodward Diversified Capital, LLC	0.23%	New	11,412	$319K
Milestone Asset Management, LLC	0.07%	Reduce -0.5%	11,403	$319K
Global Assets Advisory, LLC	0.06%	New	12,310	$317K
Acorn Financial Advisory Services Inc.	0.06%	Add +2.0%	11,211	$313K
Owen LaRue, LLC	0.16%	Reduce -5.0%	11,193	$313K
CPR Investments Inc.	0.28%	New	11,132	$311K
Rice Partnership, LLC	0.06%	Reduce -8.8%	11,106	$311K
Security National Bank of Sioux City Iowa	0.22%	Add +17.1%	11,070	$310K
Financial Advocates Investment Management	0.02%	Reduce -26.0%	11,054	$309K
Fonville Wealth Management LLC	0.09%	Reduce -0.1%	11,323	$309K
Peachtree Investment Partners, LLC	0.12%	Add +186.2%	11,029	$308K
Financial Advisors, LLC	0.06%	Add +2.3%	10,958	$306K
Crescent Grove Advisors, LLC	0.03%	Add +1.4%	10,936	$306K
Flagstar Securities, Inc.	0.08%	Add +0.6%	10,930	$306K
MBL Wealth, LLC	0.03%	Reduce -1.8%	10,851	$303K
Litman Gregory Wealth Management LLC	0.03%	Add +0.6%	10,839	$303K
MainStreet Investment Advisors LLC	0.04%	New	10,825	$303K
Northcape Wealth Management, LLC	0.10%	No change	10,800	$302K
HFG Advisors, Inc.	0.26%	No change	10,770	$301K
Capital Advisors, Ltd. LLC	0.04%	No change	10,734	$300K
Alpha Financial Advisors, LLC	0.13%	Add +0.9%	10,709	$299K
Tanglewood Wealth Management, Inc.	0.03%	No change	10,677	$299K
SK Wealth Management, LLC	0.16%	Reduce -25.2%	11,920	$298K
UNIVEST FINANCIAL Corp	0.02%	Add +1.9%	10,647	$298K
Empire Financial Management Company, LLC	0.09%	Add +13.6%	10,623	$297K
Alliance Wealth Advisors, LLC	0.08%	New	10,620	$297K
Johnson Bixby & Associates, LLC	0.04%	Reduce -16.8%	10,592	$296K
Ballentine Partners, LLC	0.01%	No change	10,563	$295K
Caldwell Sutter Capital, Inc.	0.14%	Add +12.7%	10,547	$295K
Morris Financial Concepts, Inc.	0.12%	No change	10,545	$295K
McElhenny Sheffield Capital Management, LLC	0.11%	Reduce -2.8%	10,515	$294K
Delta Asset Management LLC	0.03%	No change	10,500	$294K
Angeles Wealth Management, LLC	0.02%	No change	10,500	$294K
River Wealth Advisors LLC	0.04%	Reduce -6.8%	10,478	$293K
Acropolis Investment Management, LLC	0.02%	No change	10,459	$292K
Tenret Co LLC	0.18%	No change	10,425	$291K
Frisch Financial Group, Inc.	0.08%	Add +2.6%	10,408	$291K
Callan Capital, LLC	0.02%	Add +4.9%	10,363	$290K
Jackson Hole Capital Partners, LLC	0.06%	No change	10,362	$290K
Eagle Rock Investment Company, LLC	0.05%	Reduce -0.5%	10,298	$288K
Harbor Advisory Corp.	0.10%	No change	10,227	$286K
Crews Bank & Trust	0.05%	No change	10,213	$286K
Firethorn Wealth Partners, LLC	0.14%	Add +0.0%	10,197	$285K
Strategy Asset Managers LLC	0.06%	Add +0.2%	10,113	$283K
Samalin Investment Counsel, LLC	0.11%	Add +0.9%	10,094	$282K
Foster & Motley Inc.	0.02%	Reduce -6.3%	10,084	$282K
Centennial Bank	0.13%	No change	10,055	$281K
BG Investment Services, LLC	0.30%	Add +17.4%	10,045	$281K
GC Wealth Management RIA, LLC	0.05%	No change	10,035	$281K
Payne Capital Management, LLC	0.12%	No change	10,011	$280K
Waterford Advisors, LLC	0.12%	No change	9,987	$279K
Strategic Financial Partners, Ltd.	0.15%	Add +0.9%	9,986	$279K
Nautilus Advisors LLC	0.23%	Reduce -0.1%	9,926	$278K
Raub Brock Capital Management LP	0.06%	Add +0.9%	9,919	$277K
Fi3 FINANCIAL ADVISORS, LLC	0.11%	No change	9,873	$276K
PTM Wealth Management, LLC	0.29%	—	11,323	$275K
R. W. Roge & Company, Inc.	0.15%	No change	9,852	$275K
Financial Synergies Wealth Advisors, Inc.	0.03%	Add +1.8%	9,797	$274K
Wolff Wiese Magana LLC	0.19%	Add +0.6%	9,793	$274K
Rehmann Capital Advisory Group	0.02%	Add +3.8%	9,779	$273K
Commonwealth Financial Services, LLC	0.06%	Add +1.7%	9,778	$273K
Clarendon Private LLC	0.28%	Add +0.7%	9,656	$270K
Wealth Architects, LLC	0.03%	New	9,655	$270K
Woodmont Investment Counsel LLC	0.02%	Reduce -22.4%	9,652	$270K
Pacific Center for Financial Services	0.07%	Add +0.9%	9,643	$270K
Puff Wealth Management, LLC	0.48%	New	9,641	$270K
Greenleaf Trust	0.00%	Reduce -23.9%	9,639	$270K
Client 1ST Advisory Group, LLC	0.10%	New	9,615	$269K
L.M. Kohn & Company	0.07%	New	9,566	$267K
apricus wealth, LLC	0.16%	Add +0.9%	9,566	$267K
Oakworth Capital, Inc.	0.02%	No change	9,482	$265K
Outlook Wealth Advisors, LLC	0.07%	Add +19.5%	9,426	$264K
BSW Wealth Partners	0.04%	New	9,423	$263K
Buck Wealth Strategies, LLC	0.05%	New	9,405	$263K
Main Street Group, LTD	0.12%	Add +0.5%	9,402	$263K
Marco Investment Management LLC	0.02%	No change	9,366	$262K
Lodestone Wealth Management LLC	0.14%	Add +17.9%	9,354	$262K
Keystone Financial Group	0.03%	Add +1.3%	9,309	$260K
Trust Co. of Vermont	0.01%	Add +1.1%	9,298	$260K
D L Carlson Investment Group Inc.	0.05%	Reduce -23.0%	9,286	$260K
Accel Wealth Management	0.09%	Add +26.4%	9,275	$259K
Annex Advisory Services, LLC	0.01%	Reduce -19.6%	9,246	$259K
Harmony Asset Management LLC	0.11%	Reduce -8.8%	9,231	$258K
Adero Partners, LLC	0.02%	No change	9,204	$257K
Mainstream Capital Management LLC	0.20%	Reduce -5.1%	9,199	$257K
Quadcap Wealth Management, LLC	0.04%	Add +0.4%	9,185	$257K
Alteri Wealth LLC	0.11%	Reduce -3.7%	9,138	$255K
WESPAC Advisors SoCal, LLC	0.07%	No change	9,075	$254K
Solitude Financial Services	0.10%	Reduce -0.8%	9,030	$252K
Forte Capital LLC	0.03%	Add +0.3%	9,005	$252K
Avos Capital Management, LLC	0.17%	No change	9,000	$252K
Provident Wealth Management, LLC	0.09%	No change	8,907	$249K
First Trust Advisors LP	0.00%	Reduce -68.9%	8,898	$249K
Serenus Wealth Advisors, LLC	0.04%	No change	8,883	$248K
Jackson Thornton Wealth Management, LLC	0.03%	New	9,738	$248K
Laraway Financial Advisors Inc	0.20%	Add +0.1%	8,853	$248K
Perennial Advisors, LLC	0.05%	New	8,850	$247K
Team Hewins, LLC	0.10%	Reduce -17.9%	8,835	$247K
Roberts Glore & Co. Inc.	0.08%	No change	8,835	$247K
Legacy Financial Group LLC	0.04%	No change	8,808	$246K
HM Payson & Co.	0.00%	Reduce -14.0%	8,775	$245K
Pacific Sage Partners, LLC	0.06%	New	8,756	$245K
TCFG Wealth Management, LLC	0.12%	Add +2.8%	8,755	$245K
Calamos Wealth Management LLC	0.01%	Add +6.5%	8,719	$244K
Clientfirst Wealth Management, LLC	0.28%	No change	8,700	$243K
GAMMA Investing LLC	0.02%	Reduce -10.8%	8,700	$243K
Delta Investment Management, LLC	0.05%	Add +8.9%	8,695	$243K
HMV Wealth Advisors, LLC	0.19%	Reduce -8.0%	8,677	$243K
Evoke Wealth, LLC	0.01%	Add +12.9%	8,637	$241K
TCI Wealth Advisors, Inc.	0.02%	Reduce -1.7%	8,636	$241K
WealthCollab, LLC	0.15%	Add +0.1%	8,547	$239K
Accordant Advisory Group Inc	0.23%	Add +40.7%	8,545	$239K
Sensible Money, LLC	0.10%	No change	8,539	$239K
Signet Financial Management, LLC	0.03%	Reduce -25.4%	8,525	$238K
Lansing Street Advisors	0.08%	Add +0.9%	8,476	$237K
New Hampshire Trust	0.05%	Reduce -56.1%	8,355	$234K
WESPAC Advisors, LLC	0.19%	Add +9.3%	8,341	$233K
Fiduciary Financial Group, LLC	0.05%	Add +11.1%	9,275	$232K
Silver Oak Wealth Advisors Services, LLC	0.21%	No change	8,270	$231K
Aletheian Wealth Advisors LLC	0.13%	New	8,250	$231K
Second Line Capital, LLC	0.06%	Add +6.2%	8,250	$231K
MassMutual Private Wealth & Trust, FSB	0.01%	Reduce -22.2%	8,150	$228K
UMB Bank, n.a.	0.00%	No change	8,100	$226K
Blue Chip Partners, LLC	0.02%	Reduce -0.8%	8,076	$226K
Coston, McIsaac & Partners	0.07%	Reduce -10.2%	8,086	$225K
Harbor Group, Inc.	0.04%	No change	8,027	$224K
Eisler Capital Management Ltd.	0.01%	New	7,992	$223K
Welch Group, LLC	0.01%	Add +3.9%	8,100	$223K
Berkeley Capital Partners, LLC	0.06%	New	7,943	$222K
Heritage Financial Services, LLC	0.02%	No change	7,938	$222K
Brown, Lisle/Cummings, Inc.	0.06%	No change	7,935	$222K
Etesian Wealth Advisors, Inc.	0.10%	Add +3.9%	7,914	$221K
Peak Financial Management, Inc.	0.07%	No change	7,905	$221K
1620 Investment Advisors, Inc.	0.17%	Add +0.0%	7,876	$220K
Gimbal Financial	0.20%	No change	7,875	$220K
Quadrant Private Wealth Management, LLC	0.05%	Add +2.0%	7,872	$220K
Midwest Capital Advisors, LLC	0.13%	No change	7,859	$220K
Baltimore-Washington Financial Advisors, Inc.	0.01%	Reduce -36.1%	7,823	$219K
Clifford Swan Investment Counsel LLC	0.01%	New	7,823	$219K
Canopy Partners, LLC	0.09%	New	7,814	$218K
Busey Bank	0.01%	Reduce -6.0%	7,770	$217K
Apella Capital, LLC	0.01%	New	8,389	$217K
Noesis Capital Mangement Corp.	0.04%	New	7,726	$216K
Worth Asset Management, LLC	0.12%	Reduce -55.7%	7,694	$215K
Wagner Wealth Management, LLC	0.05%	Add +0.9%	7,669	$214K
Toth Financial Advisory Corp.	0.03%	Reduce -13.7%	7,667	$214K
Flavin Financial Services, Inc.	0.20%	Add +0.8%	7,664	$214K
Sound Income Strategies, LLC	0.01%	Add +46.1%	7,647	$214K
Synergy Financial Group, LTD	0.19%	No change	7,633	$213K
Global Trust Asset Management, LLC	0.13%	Add +233.7%	7,625	$213K
Robinson Smith Wealth Advisors LLC	0.18%	Add +2.2%	7,603	$213K
Palisades Hudson Asset Management, L.P.	0.10%	No change	7,599	$212K
Glassman Wealth Services	0.04%	Add +1.1%	7,547	$211K
Ulland Investment Advisors, LLC	0.18%	Add +20861.1%	7,546	$211K
Lazari Capital Management, Inc.	0.09%	Add +0.6%	7,542	$211K
Glenview Trust Co	0.00%	Reduce -28.2%	7,531	$211K
Aberdeen Wealth Management LLC	0.14%	No change	7,500	$210K
Peak Asset Management, LLC	0.04%	No change	7,500	$210K
Mma Asset Management LLC	0.09%	Add +0.9%	7,416	$207K
MeadowBrook Investment Advisors LLC	0.20%	No change	7,407	$207K
Clifford Group, LLC	0.19%	Reduce -99.0%	7,358	$206K
Norden Group LLC	0.02%	New	7,348	$205K
MKD Wealth Coaches, LLC	0.23%	New	7,261	$203K
FF Advisors,LLC	0.12%	New	7,913	$203K
PGIM Custom Harvest LLC	0.00%	Reduce -20.6%	7,239	$202K
Continental Investors Services, Inc.	0.40%	New	7,231	$202K
Manchester Financial Inc.	0.05%	New	7,218	$202K
Lowery Thomas, LLC	0.14%	New	7,197	$201K
HCR Wealth Advisors	0.03%	New	7,188	$201K
Archer Investment Corp	0.05%	Add +21.5%	7,134	$199K
Kayne Anderson Rudnick Investment Management LLC	0.00%	Reduce -9.2%	7,039	$197K
Activest Wealth Management	0.05%	Reduce -6.1%	6,974	$195K
Hendershot Investments Inc.	0.03%	No change	6,749	$189K
JFS Wealth Advisors, LLC	0.01%	Add +44.1%	6,690	$187K
Tortoise Investment Management, LLC	0.02%	Reduce -3.1%	6,666	$186K
West Financial Advisors, LLC	0.04%	No change	6,644	$186K
Alpine Bank Wealth Management	0.03%	—	6,636	$186K
TD Waterhouse Canada Inc.	0.00%	Reduce -9.9%	6,594	$184K
Roble, Belko & Company, Inc	0.03%	Add +0.7%	6,086	$170K
Greenline Partners, LLC	0.02%	New	3,109	$167K
DecisionPoint Financial, LLC	0.05%	New	5,858	$164K
Hughes Financial Services, LLC	0.03%	Reduce -30.2%	5,794	$161K
Hantz Financial Services, Inc.	0.00%	Add +60.7%	5,294	$148K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.02%	Reduce -8.1%	5,291	$148K
Clear Investment Research, LLC	0.19%	Reduce -2.1%	5,080	$142K
Crowley Wealth Management, Inc.	0.13%	No change	4,905	$137K
Stonebridge Financial Group, LLC	0.01%	Add +1.3%	4,806	$134K
Private Wealth Asset Management, LLC	0.02%	—	4,650	$130K
Wilmington Savings Fund Society, FSB	0.00%	Reduce -76.3%	4,629	$129K
LGT Financial Advisors LLC	0.37%	Reduce -26.8%	4,323	$121K
West Paces Advisors Inc.	0.03%	Add +0.2%	4,289	$120K
Grey Ledge Advisors, LLC	0.03%	New	4,285	$120K
Iron Horse Wealth Management, LLC	0.04%	Add +538.6%	4,157	$116K
Cheviot Value Management, LLC	0.01%	New	4,412	$114K
Rossby Financial, LCC	0.05%	New	4,395	$113K
Copia Wealth Management	0.10%	New	4,030	$113K
Evermay Wealth Management LLC	0.01%	Reduce -6.3%	3,901	$109K
Cooksen Wealth, LLC	0.11%	New	1,342	$108K
Mechanics Financial Corp	0.05%	No change	3,858	$108K
Prestige Wealth Management Group LLC	0.02%	No change	3,732	$104K
HighMark Wealth Management LLC	0.06%	Add +1874.1%	3,731	$104K
Bellwether Advisors, LLC	0.02%	No change	3,720	$104K
Palouse Capital Management, Inc.	0.07%	No change	3,661	$102K
United Community Bank	0.04%	No change	3,600	$101K
Ballast Advisors LLC	0.03%	No change	3,561	$100K
Ridgewood Investments LLC	0.05%	Reduce -41.9%	3,540	$99K
Catherine Avery Investment Management LLC	0.09%	Add +676.4%	3,447	$96K
Balentine LLC	0.00%	No change	3,444	$96K
Stephens Consulting, LLC	0.02%	Reduce -74.3%	3,430	$96K
Avalon Trust Co	0.01%	No change	3,420	$96K
Red Tortoise LLC	0.05%	Add +0.4%	3,274	$92K
Curio Wealth, LLC	0.05%	Reduce -99.9%	4	$91K
MCF Advisors LLC	0.01%	Reduce -3.4%	3,199	$89K
MPWM Advisory Solutions, LLC	0.06%	Reduce -3.8%	3,068	$86K
Arlington Trust Co LLC	0.02%	New	3,000	$84K
Halbert Hargrove Global Advisors, LLC	0.00%	No change	2,984	$83K
Abound Wealth Management	0.03%	Reduce -35.6%	2,979	$83K
SJS Investment Consulting Inc.	0.01%	No change	2,775	$78K
Aventura Private Wealth, LLC	0.04%	Add +1.0%	2,709	$76K
Smallwood Wealth Investment Management, LLC	0.05%	New	2,688	$75K
Wayfinding Financial, LLC	0.03%	New	2,636	$73K
Center for Financial Planning, Inc.	0.01%	Reduce -7.3%	2,598	$73K
Tucker Asset Management LLC	0.02%	Reduce -19.6%	2,553	$71K
CNB Bank	0.04%	Reduce -59.3%	2,550	$71K
Riggs Asset Managment Co. Inc.	0.02%	Add +0.9%	2,463	$69K
Glen Eagle Advisors, LLC	0.01%	Reduce -6.5%	2,450	$69K
Lindbrook Capital, LLC	0.01%	No change	2,400	$67K
Rialto Wealth Management, LLC	0.02%	No change	2,340	$65K
Robinswood Financial LLC	0.02%	No change	2,230	$62K
Global Wealth Strategies & Associates	0.02%	No change	2,230	$62K
North Capital, Inc.	0.06%	—	2,227	$62K
Thompson Investment Management, Inc.	0.01%	No change	2,169	$61K
Ogorek Anthony Joseph /NY/	0.02%	Reduce -32.8%	2,169	$60K
Oxford Financial Group, LTD. LLC	0.00%	No change	2,136	$60K
Hexagon Capital Partners LLC	0.01%	Add +2.9%	2,121	$59K
Pandora Wealth, Inc.	0.04%	—	2,100	$59K
Keystone Global Partners, LLC	0.04%	—	1,992	$56K
Roxbury Financial LLC	0.05%	Add +0.9%	1,935	$55K
Van Den Berg Management I, Inc.	0.02%	Add +5.3%	1,923	$54K
Anderson Financial Strategies, LLC	0.03%	No change	1,875	$52K
Addison Advisors LLC	0.01%	No change	1,863	$52K
Cary Street Partners Investment Advisory LLC	0.03%	No change	1,854	$52K
Financial Freedom, LLC	0.03%	Reduce -63.6%	1,835	$51K
Founders Capital Management	0.03%	No change	1,800	$50K
Disciplined Equity Management, Inc.	0.03%	Reduce -60.5%	1,777	$50K
WASHINGTON TRUST Co	0.00%	Reduce -4.6%	1,749	$49K
Indiana Trust & Investment Management Co	0.02%	No change	1,747	$49K
PSI Advisors, LLC	0.02%	Add +0.1%	1,734	$48K
Quent Capital, LLC	0.01%	Reduce -33.1%	1,734	$48K
Compass Financial Services Inc	0.03%	Add +0.9%	1,705	$48K
Barclays PLC	0.00%	Reduce -37.0%	1,700	$48K
Barrett & Company, Inc.	0.02%	Add +25.1%	1,698	$47K
NFSG Corp	0.01%	Reduce -86.9%	1,511	$42K
Dunhill Financial, LLC	0.02%	Add +93.3%	1,502	$42K
Koesten, Hirschmann & Crabtree, INC.	0.02%	No change	1,500	$42K
Operose Advisors LLC	0.01%	No change	1,494	$42K
Westside Investment Management, Inc.	0.01%	Add +3666.7%	1,469	$41K
Kennebec Savings Bank	0.04%	Add +13.6%	1,468	$41K
Hanson & Doremus Investment Management	0.01%	Reduce -23.3%	1,475	$41K
MTM Investment Management, LLC	0.02%	New	1,422	$40K
Optimum Investment Advisors	0.02%	Add +57.6%	1,381	$39K
Avion Wealth	0.01%	No change	1,339	$36K
Millstone Evans Group, LLC	0.02%	No change	1,276	$36K
Signature Resources Capital Management, LLC	0.03%	No change	1,245	$35K
Decker Retirement Planning Inc.	0.02%	Reduce -62.1%	1,219	$34K
Binnacle Investments Inc	0.02%	—	1,218	$34K
Frazier Financial Advisors, LLC	0.03%	Reduce -17.2%	1,192	$33K
Morton Brown Family Wealth, LLC	0.01%	Add +0.5%	1,158	$32K
True Wealth Design, LLC	0.01%	Reduce -31.3%	1,089	$30K
IFS Advisors, LLC	0.02%	No change	1,078	$30K
Federation des caisses Desjardins du Quebec	0.00%	Add +22.9%	1,058	$30K
Fortitude Family Office, LLC	0.01%	Reduce -64.8%	1,050	$29K
Moisand Fitzgerald Tamayo, LLC	0.00%	No change	1,041	$29K
MilWealth Group LLC	0.01%	Reduce -68.8%	990	$28K
Ritter Daniher Financial Advisory LLC / DE	0.01%	No change	975	$27K
Hoese & Co LLP	0.02%	No change	966	$27K
Opal Wealth Advisors, LLC	0.01%	New	956	$27K
Painted Porch Advisors LLC	0.01%	Add +37.8%	945	$26K
Fourth Dimension Wealth, LLC	0.01%	Add +6.0%	887	$25K
Nova Wealth Management, Inc.	0.02%	Reduce -33.9%	870	$24K
Tradewinds Capital Management, LLC	0.01%	Add +41400.0%	830	$23K
Phillips Financial Management, LLC	0.00%	No change	812	$23K
City State Bank	0.01%	No change	810	$23K
First Community Trust NA	0.02%	No change	804	$22K
PrairieView Partners, LLC	0.00%	Add +1.0%	815	$22K
Rise Advisors, LLC	0.01%	New	757	$21K
Covestor Ltd	0.01%	Add +2.1%	740	$21K
Jackson, Grant Investment Advisers, Inc.	0.01%	Add +0.9%	748	$21K
West Branch Capital LLC	0.01%	Add +0.6%	663	$19K
Sage Mountain Advisors LLC	0.00%	No change	660	$18K
Chelsea Counsel Co.	0.01%	No change	650	$18K
Versant Capital Management, Inc	0.00%	Add +21.9%	634	$18K
Heritage Wealth Advisors	0.00%	No change	630	$18K
Ameritas Investment Partners, Inc.	0.00%	Reduce -24.9%	620	$17K
SWAN Capital LLC	0.01%	Add +0.8%	614	$17K
New England Capital Financial Advisors LLC	0.01%	No change	600	$17K
First Pacific Financial	0.00%	No change	591	$17K
Windsor Advisory Group, LLC	0.02%	No change	567	$16K
Tower View Wealth Management LLC	0.01%	New	542	$15K
Perritt Capital Management Inc	0.01%	Add +0.8%	529	$15K
Capital A Wealth Management, LLC	0.01%	Add +42.5%	513	$14K
Tompkins Financial Corp.	0.00%	No change	474	$13K
High Note Wealth, LLC	0.00%	No change	450	$13K
Biltmore Family Office, LLC	0.00%	No change	450	$13K
Minot DeBlois Advisors LLC	0.01%	No change	447	$12K
Truvestments Capital LLC	0.00%	Reduce -89.6%	440	$12K
Hollencrest Capital Management	0.00%	No change	426	$12K
VSM Wealth Advisory, LLC	0.00%	Add +0.7%	417	$12K
CBIZ Investment Advisory Services, LLC	0.00%	New	416	$12K
Financial Management Professionals, Inc.	0.00%	No change	375	$10K
Mowery & Schoenfeld Wealth Management, LLC	0.02%	New	336	$9K
Lowe Wealth Advisors, LLC	0.00%	Add +44.9%	326	$9K
Noble Wealth Management PBC	0.01%	No change	300	$8K
Legacy Bridge, LLC	0.00%	No change	300	$8K
Parkworth Wealth Management, Inc.	0.01%	Add +6.9%	294	$8K
Sittner & Nelson, LLC	0.00%	No change	270	$8K
Birchbrook, Inc.	0.00%	Add +0.8%	245	$7K
Cornerstone National Bank & Trust Co	0.00%	No change	243	$7K
Western Pacific Wealth Management, LP	0.01%	Add +0.5%	212	$6K
Beaird Harris Wealth Management, LLC	0.00%	Add +0.5%	194	$5K
Kozak & Associates, Inc.	0.00%	Reduce -48.6%	197	$5K
Citizens National Bank Trust Department	0.00%	No change	180	$5K
Gables Capital Management Inc.	0.00%	No change	174	$5K
Redmont Wealth Advisors LLC	0.01%	New	153	$4K
Park Square Financial Group, LLC	0.00%	No change	152	$4K
Security National Bank	0.00%	Reduce -63.5%	152	$4K
Mb, Levis & Associates, LLC	0.00%	Add +20.2%	149	$4K
New Millennium Group LLC	0.00%	No change	147	$4K
IAG Wealth Partners, LLC	0.00%	No change	144	$4K
Wealth Preservation Advisors, LLC	0.00%	—	141	$4K
Brooklyn Investment Group	0.00%	New	135	$4K
General Partner, Inc.	0.00%	No change	120	$3K
Kentucky Trust Co	0.00%	No change	105	$3K
Virtus Advisers, LLC	0.00%	New	88	$2K
Private Wealth Management Group, LLC	0.00%	No change	85	$2K
Winch Advisory Services, LLC	0.00%	Add +1.2%	82	$2K
Compass Wealth Management LLC	0.00%	New	80	$2K
Financial Network Wealth Advisors LLC	0.00%	New	78	$2K
Flaharty Asset Management, LLC	0.00%	New	75	$2K
Eq Wealth Advisors, LLC	0.00%	New	71	$2K
Christopher J. Hasenberg, Inc	0.00%	No change	69	$2K
Reyes Financial Architecture, Inc.	0.00%	No change	64	$2K
Central Pacific Bank - Trust Division	0.00%	Reduce -93.0%	63	$2K
Whipplewood Advisors, LLC	0.00%	Add +2824.2%	1,813	$2K
Bear Mountain Capital, Inc.	0.00%	No change	60	$2K
Proathlete Wealth Management LLC	0.00%	New	41	$1K
Finley Financial, LLC	0.00%	No change	45	$1K
Safe Harbor Fiduciary, LLC	0.00%	No change	36	$1K
Keener Financial Planning LLC	0.00%	Reduce -37.5%	45	$1K
Briaud Financial Planning Inc	0.00%	No change	44	$1K
Hemington Wealth Management	0.00%	No change	54	$1K
Transamerica Financial Advisors, LLC	0.00%	No change	21	$1K
Mountain Hill Investment Partners Corp.	0.00%	Reduce -96.6%	36	$993
Gould Capital, LLC	0.00%	New	35	$968
Legacy Wealth Managment, LLC	0.00%	Add +29.2%	31	$875
Garde Capital, Inc.	0.00%	New	30	$839
Inlight Wealth Management, LLC	0.00%	New	29	$811
New Republic Capital, LLC	0.00%	New	27	$755
Fairman Group, LLC	0.00%	No change	21	$579
NewSquare Capital LLC	0.00%	No change	15	$419
Mattson Financial Services, LLC	0.00%	Add +250.0%	7	$199
Eukles Asset Management	0.00%	No change	2	$56

"% 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.