Schwab US DVD Equity ETFSCHDETF

13F holders, Q3 2025 (September 30)

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

1,807holders +2

107new positions

87sold out

8famous investors

$27.32avg. 13F price*

At the end of Q3 2025, 1,807 institutions reported holding Schwab US DVD Equity ETF (SCHD) in their 13F filings, up 2 from Q2 2025. 107 opened new positions and 87 sold out. The largest holders were Rakuten Investment Management, Inc. ($1.1B), LPL Financial LLC ($990.8M) and Cetera Investment Advisers ($955.9M). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

	Institutions	Total Value
New Positions	107	$1.0B
Exits	87	$127.3M

All 13F filers, Q2 2025 → Q3 2025: 85,506,968 shares bought and 74,571,808 shares sold, net +10,935,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,807 holders


Rakuten Investment Management, Inc.	4.01%	—	41,592,034	$1.1B
LPL Financial LLC	0.29%	Reduce -7.5%	36,293,348	$990.8M
Cetera Investment Advisers	1.11%	Add +392.9%	35,015,919	$955.9M
Sumitomo Life Insurance Co.	26.32%	New	31,050,000	$847.7M
Wealthspire Advisors, LLC	4.04%	Reduce -2.4%	28,281,342	$772.1M
Morgan Stanley	0.04%	Reduce -3.5%	27,225,753	$743.3M
Bank of America Corp.	0.05%	Reduce -7.7%	26,352,037	$719.4M
Envestnet Asset Management Inc.	0.14%	Reduce -6.2%	18,025,557	$492.1M
Raymond James Financial Inc.	0.14%	Reduce -6.3%	16,422,407	$448.3M
Northwestern Mutual Wealth Management Co.	0.28%	Reduce -9.2%	15,552,135	$424.6M
UBS Group AG	0.08%	Reduce -7.3%	14,522,660	$396.5M
Wealthfront Advisers LLC	0.84%	Reduce -2.1%	13,168,861	$359.5M
Osaic Holdings, Inc.	0.46%	Add +5.3%	11,857,875	$327.1M
Commonwealth Equity Services, LLC	0.42%	Reduce -0.7%	11,921,137	$325.4M
Wealth Enhancement Advisory Services, LLC	0.48%	Reduce -4.1%	11,576,470	$315.8M
Avantax Planning Partners, Inc.	7.62%	Add +3.0%	9,739,675	$265.9M
Wells Fargo & Company	0.05%	Reduce -4.8%	9,650,646	$263.5M
Ameriprise Financial Inc.	0.06%	Reduce -37.1%	9,298,376	$254.1M
Royal Bank of Canada	0.04%	Reduce -15.4%	7,691,018	$210.0M
Mariner, LLC	0.26%	Reduce -7.4%	7,253,548	$198.0M
Cambridge Investment Research Advisors, Inc.	0.52%	Add +0.6%	6,890,806	$188.1M
Cerity Partners LLC	0.29%	Add +18.0%	6,599,938	$180.2M
Keystone Financial Planning, Inc.	48.80%	Reduce -3.0%	6,150,754	$167.9M
Cassaday & Co Wealth Management LLC	3.82%	Add +2.5%	6,073,520	$165.8M
MML Investors Services, LLC	0.43%	Reduce -1.8%	5,952,247	$162.5M
HighTower Advisors, LLC	0.18%	Add +0.6%	5,684,538	$155.2M
Cwm, LLC	0.44%	Reduce -3.9%	5,393,495	$147.2M
Cibc World Market Inc.	0.30%	Add +243.5%	5,328,615	$145.5M
HHM Wealth Advisors, LLC	16.07%	Reduce -2.0%	5,087,213	$138.9M
JPMorgan Chase & Co.	0.01%	Add +2.1%	4,616,851	$126.0M
Creative Planning	0.09%	Add +0.6%	4,401,895	$120.2M
Baird Financial Group, Inc.	0.17%	Reduce -17.0%	3,845,298	$105.0M
Truist Financial Corp.	0.14%	Add +1.9%	3,835,212	$104.7M
Keybank National Association	0.35%	Reduce -3.7%	3,668,759	$100.2M
Kestra Advisory Services, LLC	0.43%	Add +28.8%	3,446,198	$94.1M
Focus Financial Network, Inc.	3.11%	Reduce -1.0%	3,198,048	$87.3M
Bouchey Financial Group, Ltd.	6.51%	Add +1.6%	3,095,874	$84.5M
Berger Financial Group, Inc	5.00%	Add +1.1%	3,057,211	$83.5M
Cullen/Frost Bankers, Inc.	0.95%	Reduce -25.2%	2,982,998	$81.4M
Jones Financial Companies LLLP	0.05%	Add +13.5%	2,882,560	$78.4M
Valmark Advisers, Inc.	0.99%	Add +2.6%	2,798,648	$76.4M
Fifth Third Bancorp	0.24%	Reduce -7.6%	2,761,027	$75.4M
Asset Advisors Investment Management, LLC	6.83%	Reduce -2.9%	2,642,822	$72.1M
Cresset Asset Management, LLC	0.30%	Add +2.7%	2,470,967	$67.5M
LVW Advisors, LLC	6.67%	Reduce -29.0%	2,358,936	$64.4M
Allworth Financial LP	0.27%	Add +4.1%	2,271,849	$62.0M
Mirae Asset Global Investments Co., Ltd.	0.19%	Reduce -28.7%	2,227,461	$60.8M
Stifel Financial Corp.	0.06%	Reduce -1.0%	2,221,462	$60.6M
MAI Capital Management	0.37%	Add +0.7%	2,192,181	$59.8M
D.A. Davidson & Co.	0.38%	Add +3.5%	2,187,550	$59.7M
CVA Family Office, LLC	7.62%	Reduce -6.3%	2,168,356	$59.2M
Steward Partners Investment Advisory, LLC	0.32%	Reduce -0.6%	2,035,681	$55.6M
Summit Financial Wealth Advisors, LLC	8.58%	Add +0.5%	2,011,405	$55.4M
Charles Schwab Trust Bank	100.00%	Reduce -43.6%	2,017,759	$55.1M
Howard Financial Services, LTD.	6.65%	Reduce -2.1%	1,990,249	$54.3M
Summit Asset Management, LLC	8.31%	Add +0.3%	1,979,039	$54.0M
Golden Reserve Retirement LLC	13.91%	Add +17.6%	1,963,280	$53.6M
Victory Financial Group, LLC	7.27%	Add +6.5%	1,934,809	$52.8M
Harbour Investments, Inc.	1.19%	Add +0.7%	1,916,926	$52.3M
Gerber Kawasaki Wealth & Investment Management	1.78%	Reduce -0.6%	1,903,678	$52.0M
Main Street Financial Solutions, LLC	3.30%	Add +3.2%	1,884,735	$51.5M
Scott Capital Advisors, LLC	11.59%	Add +3.6%	1,883,413	$51.2M
Spinnaker Investment Group, LLC	9.46%	Add +14.1%	1,843,388	$50.3M
Private Advisor Group, LLC	0.25%	Add +0.1%	1,832,143	$50.0M
Whelan Financial	15.30%	Add +1.7%	1,768,247	$48.3M
Bokf, NA	0.71%	Add +0.9%	1,729,288	$47.2M
Allied Investment Advisors, LLC	7.42%	Add +4.6%	1,708,261	$46.6M
Captrust Financial Advisors	0.09%	Reduce -9.1%	1,699,384	$46.4M
Burkett Financial Services, LLC	15.70%	Add +1.8%	1,668,685	$45.6M
Beacon Pointe Advisors, LLC	0.39%	Add +21.8%	1,668,220	$45.5M
Waverly Advisors, LLC	0.45%	Add +5.4%	1,667,785	$45.5M
Reliant Wealth Planning	14.73%	Add +0.9%	1,664,663	$45.4M
ESL Trust Services, LLC	8.83%	Reduce -8.8%	1,648,581	$45.0M
Sarver Vrooman Wealth Advisors	28.84%	Reduce -0.2%	1,643,783	$44.9M
CGC Financial Services, LLC	12.01%	Reduce -29.3%	1,594,721	$43.5M
Northwest Quadrant Wealth Management, LLC	9.18%	Add +4.3%	1,591,311	$43.4M
Securian Asset Management, Inc.	1.14%	No change	1,581,000	$43.2M
Mercer Global Advisors Inc.	0.07%	Reduce -3.9%	1,572,349	$42.9M
Wealthcare Advisory Partners LLC	0.89%	Add +5.7%	1,563,992	$42.7M
Equitable Holdings, Inc.	0.31%	Reduce -18.8%	1,543,250	$42.1M
Focus Partners Wealth	0.07%	Add +0.7%	1,523,181	$41.6M
Apexium Financial, LP	2.02%	Add +4.3%	1,520,165	$41.5M
HB Wealth Management, LLC	0.28%	Add +4.0%	1,497,161	$40.9M
Pinnacle Associates Ltd.	0.53%	Reduce -3.4%	1,475,986	$40.3M
Leelyn Smith, LLC	6.04%	Add +3.2%	1,468,832	$40.1M
Cedar Wealth Management, LLC	12.09%	Add +12.5%	1,445,656	$39.5M
American Financial Advisors, LLC	4.91%	Add +28.8%	1,396,957	$38.1M
Aptus Capital Advisors, LLC	0.34%	Reduce -41.1%	1,380,271	$37.7M
Noble Family Wealth, LLC	8.24%	Add +6.2%	1,369,190	$37.4M
Planning Directions Inc.	19.40%	Add +4.2%	1,361,756	$37.2M
Choreo, LLC	0.48%	Add +2.4%	1,360,107	$37.2M
Stephens Inc.	0.46%	Add +0.5%	1,325,110	$36.2M
Focus Partners Advisor Solutions, LLC	0.41%	Add +3.8%	1,329,461	$36.2M
ForthRight Wealth Management, LLC	9.99%	Add +4.4%	1,258,987	$34.4M
Lodestar Private Asset Management LLC	3.50%	Add +4.6%	1,228,111	$33.5M
CRA Financial Services, LLC	4.52%	Add +0.9%	1,209,473	$33.0M
Blair William & Co.	0.09%	Reduce -18.5%	1,208,861	$33.0M
Vaughan David Investments LLC	0.71%	Add +0.3%	1,205,070	$32.9M
Janney Montgomery Scott LLC	0.08%	Add +5.5%	1,203,188	$32.8M
Curran Financial Partners, LLC	6.47%	Add +10.5%	1,197,392	$32.7M
Walker Financial Services, Inc.	12.58%	Reduce -22.2%	1,184,492	$32.3M
Lido Advisors, LLC	0.13%	New	1,183,407	$32.3M
True Link Financial Advisors, LLC	2.07%	Add +1.1%	1,177,029	$32.1M
Steele Capital Management, Inc.	1.42%	Reduce -4.0%	1,174,403	$32.1M
Wealthspire Retirement, LLC	2.00%	Reduce -12.7%	1,149,654	$31.4M
First Command Advisory Services, Inc.	0.22%	Add +7.6%	1,107,033	$30.2M
Ausdal Financial Partners, Inc.	1.44%	Reduce -3.0%	1,079,456	$29.5M
Coastal Bridge Advisors, LLC	2.18%	Add +3.1%	1,051,797	$28.7M
Albion Financial Group	1.71%	Add +17.5%	1,037,255	$28.3M
Souders Financial Advisors	3.36%	Add +5.5%	1,036,120	$28.3M
Verus Financial Partners, Inc.	2.72%	Add +1.8%	1,034,362	$28.2M
Aspire Capital Advisors LLC	6.96%	Add +14.6%	1,033,815	$28.2M
Intergy Private Wealth, LLC	8.73%	Add +3.0%	1,022,613	$27.9M
CENTRAL TRUST Co	0.58%	Reduce -3.3%	1,019,722	$27.8M
Whitaker-Myers Wealth Managers, LTD.	6.05%	Add +7.0%	1,016,178	$27.7M
Stratos Wealth Partners, LTD.	0.33%	Add +3.8%	1,015,767	$27.7M
Regal Investment Advisors LLC	1.79%	Add +0.7%	1,003,845	$27.4M
WFA Asset Management Corp	14.72%	Reduce -11.4%	320,401	$27.1M
eCIO, Inc.	9.99%	Add +11.0%	979,802	$26.7M
Goldman Sachs Group Inc.	0.00%	Add +39.4%	957,645	$26.1M
AdvisorNet Financial, Inc	1.48%	Reduce -3.3%	954,662	$26.1M
Wealth Management Resources, Inc.	8.40%	Add +0.7%	951,194	$26.0M
Great Valley Advisor Group, Inc.	0.52%	Add +6.8%	949,265	$25.9M
NewEdge Advisors, LLC	0.12%	Add +11.9%	941,057	$25.7M
Presidio Capital Management, LLC	8.90%	Add +0.4%	929,016	$25.4M
Eagle Capital Management, LLC	9.52%	Add +3.0%	922,143	$25.2M
Newman Dignan & Sheerar, Inc.	5.44%	Add +2.0%	921,785	$25.2M
Nadler Financial Group, Inc.	2.39%	Reduce -11.5%	917,146	$25.0M
Thrivent Financial for Lutherans	0.05%	Add +114.7%	906,833	$24.9M
SRH Advisors, LLC	7.25%	Reduce -1.8%	909,561	$24.8M
Pathstone Holdings, LLC	0.09%	Reduce -5.6%	907,762	$24.8M
Financial Insights, Inc.	8.17%	Reduce -0.6%	903,508	$24.7M
Kohmann Bosshard Financial Services, LLC	2.51%	Reduce -18.1%	895,049	$24.4M
Capital Advantage, Inc.	3.56%	Add +0.3%	868,358	$23.7M
Integrated Wealth Concepts LLC	0.21%	Add +4.4%	864,381	$23.6M
McCarthy Asset Management, Inc.	14.78%	Add +0.1%	843,223	$23.0M
Merit Financial Group, LLC	0.21%	Reduce -14.3%	830,507	$22.7M
Corient Private Wealth LP	0.04%	Reduce -1.0%	827,484	$22.6M
Prosperity Consulting Group, LLC	1.11%	Reduce -29.6%	825,621	$22.5M
Silver Coast Investments LLC	7.73%	Reduce -13.6%	824,324	$22.5M
Sigma Planning Corp	0.63%	Reduce -9.1%	813,969	$22.2M
LongView Wealth Management	5.99%	Reduce -1.2%	810,070	$22.1M
Joule Financial, LLC	6.57%	Add +4.7%	803,884	$21.9M
TD Private Client Wealth LLC	0.49%	Reduce -20.6%	797,743	$21.8M
Apriem Advisors	2.05%	Add +11.8%	792,245	$21.6M
Brady Martz Wealth Solutions, LLC	3.92%	Reduce -6.5%	790,813	$21.6M
Financial Consulate, Inc.	3.04%	Reduce -1.4%	788,071	$21.5M
Tradition Wealth Management, LLC	1.59%	Reduce -2.7%	787,647	$21.5M
Wit, LLC	0.49%	No change	786,995	$21.5M
Creekmur Asset Management LLC	3.52%	Add +5.8%	778,249	$21.2M
Richardson Capital Management LLC	10.07%	Reduce -52.2%	776,078	$21.2M
IFP Advisors, Inc	0.55%	Reduce -4.5%	775,797	$21.2M
Exencial Wealth Advisors, LLC	0.68%	Reduce -0.8%	769,580	$21.0M
Park Avenue Securities LLC	0.16%	Reduce -11.1%	765,930	$20.9M
Curi Capital, LLC	0.38%	Reduce -5.6%	761,106	$20.8M
OneDigital Investment Advisors LLC	0.21%	Add +8.8%	760,191	$20.8M
MJT & Associates Financial Advisory Group, Inc.	16.84%	Add +29.4%	758,396	$20.7M
PFG Advisors	0.85%	New	756,647	$20.7M
Citigroup Inc.	0.01%	Add +22.9%	748,047	$20.4M
Waller Financial Planning Group, Inc.	4.59%	Add +0.6%	733,480	$20.0M
Ledyard National Bank	1.79%	Add +3.5%	733,145	$20.0M
Manning & Napier Advisors LLC	0.25%	Add +2.0%	731,649	$20.0M
Regimen Wealth, LLC	5.87%	Add +0.2%	724,049	$19.8M
Principle Wealth Partners LLC	1.14%	Reduce -24.4%	719,176	$19.6M
Advisors Preferred, LLC	2.88%	Add +5.5%	709,430	$19.5M
Ameritas Advisory Services, LLC	1.27%	Reduce -39.1%	713,275	$19.5M
Paradigm, Strategies in Wealth Management, LLC	12.45%	Reduce -1.6%	711,786	$19.4M
Global Wealth Management, LLC	10.16%	Reduce -0.3%	708,856	$19.4M
RFG Advisory, LLC	0.40%	Reduce -18.9%	704,778	$19.2M
Integrated Advisors Network LLC	0.80%	Reduce -3.0%	701,610	$19.2M
Dagco, Inc.	4.80%	Reduce -4.6%	698,976	$19.1M
Legacy Edge Advisors, LLC	2.25%	Add +6.5%	698,836	$19.1M
Elite Financial, Inc.	8.69%	Reduce -3.0%	708,445	$19.0M
Venture Visionary Partners LLC	0.65%	Reduce -45.6%	693,141	$18.9M
Southland Equity Partners LLC	3.83%	Reduce -0.3%	692,917	$18.9M
Equitable Trust Co.	0.87%	Reduce -23.6%	691,136	$18.9M
Brookstone Capital Management	0.22%	Reduce -1.6%	686,679	$18.7M
Farther Finance Advisors, LLC	0.28%	Reduce -14.1%	678,543	$18.5M
Moneta Group Investment Advisors LLC	0.15%	Add +45.1%	674,487	$18.4M
Axxcess Wealth Management, LLC	0.39%	Add +4.1%	666,972	$18.2M
Asset Allocation Strategies LLC	3.56%	Reduce -11.1%	659,215	$18.0M
Powers Advisory Group, LLC	7.14%	Reduce -1.4%	656,429	$17.9M
Marshall Wace, LLP	0.02%	New	655,778	$17.9M
Advisory Services Network, LLC	0.26%	Add +3.7%	653,891	$17.9M
Skyline Advisors, Inc.	6.13%	Add +5.3%	651,559	$17.8M
Jaffetilchin Investment Partners, LLC	1.04%	Add +4.8%	638,518	$17.4M
Graves Light Lenhart Wealth, Inc.	1.92%	Add +1.6%	634,788	$17.3M
Oppenheimer & Co. Inc.	0.21%	Add +8.7%	632,018	$17.3M
Mgo One Seven LLC	0.40%	Add +2.4%	629,797	$17.2M
Sims Investment Management, LLC	6.17%	Reduce -0.2%	624,793	$17.1M
IMA Advisory Services, Inc.	1.72%	Reduce -78.5%	624,391	$17.0M
Advisory Alpha, LLC	0.47%	Add +0.5%	619,829	$16.9M
Stonehearth Capital Management, LLC	6.51%	Add +10.5%	616,416	$16.8M
Weitzel Financial Services, Inc.	6.83%	Add +3.4%	630,033	$16.8M
Pinnacle Wealth Management Advisory Group, LLC	1.26%	Reduce -6.5%	614,814	$16.8M
Bank of New York Mellon Corp	0.00%	Reduce -47.9%	605,729	$16.5M
First National Corp. /Ma/	3.12%	Add +1.3%	598,268	$16.5M
Schaeffer Financial LLC	14.76%	Reduce -15.1%	596,593	$16.3M
Hengehold Capital Management LLC	1.38%	Reduce -38.0%	592,499	$16.2M
Prepared Retirement Institute LLC	8.38%	Add +6.7%	589,185	$16.1M
DAVENPORT & Co LLC	0.09%	Add +5.8%	589,048	$16.1M
Hunter Associates Investment Management LLC	2.23%	Reduce -11.7%	586,593	$16.0M
Snowden Capital Advisors LLC	0.43%	Add +2.3%	578,116	$15.8M
Integrated Investment Consultants, LLC	2.60%	Reduce -2.4%	561,365	$15.3M
Morton Community Bank	3.54%	Reduce -3.2%	571,484	$15.3M
Kiley Juergens Wealth Management, LLC	3.35%	Reduce -0.8%	555,772	$15.2M
Hidden Cove Wealth Management, LLC	9.88%	Reduce -12.8%	547,941	$15.0M
Scotia Capital Inc.	0.06%	Add +1.0%	540,389	$14.8M
Onyx Bridge Wealth Group LLC	1.60%	Add +1.6%	540,026	$14.7M
Blue Barn Wealth, LLC	6.41%	Add +8.9%	534,779	$14.6M
Yukon Wealth Management, Inc.	4.71%	Add +8.4%	526,416	$14.4M
Midwest Trust Co	0.19%	Reduce -3.6%	522,802	$14.3M
Midwest Financial Group LLC	6.80%	Add +1.3%	522,636	$14.3M
Koshinski Asset Management, Inc.	1.02%	Reduce -9.4%	522,578	$14.3M
Sound View Wealth Advisors Group, LLC	0.98%	Reduce -1.3%	520,986	$14.2M
Paces Ferry Wealth Advisors, LLC	5.91%	Add +2.7%	519,874	$14.2M
Whitegate Investment Counselors, Inc.	4.66%	Reduce -3.8%	518,695	$14.2M
Capital Asset Advisory Services LLC	0.61%	Add +1.1%	515,366	$14.1M
Mutual Advisors, LLC	0.31%	Reduce -3.0%	519,775	$14.0M
Financial Guidance Group, Inc.	6.29%	Reduce -3.4%	513,522	$14.0M
Opulen Financial Group LLC	10.60%	Add +1.7%	511,992	$14.0M
Pacific Capital Wealth Advisors, Inc.	2.42%	Reduce -19.9%	511,618	$14.0M
Christensen, King & Associates Investment Services, Inc.	6.00%	Reduce -1.9%	511,354	$14.0M
Montis Financial, LLC	3.17%	Add +1.0%	503,106	$13.7M
Parallel Advisors, LLC	0.25%	Reduce -13.4%	493,195	$13.5M
Sunbelt Securities, Inc.	0.92%	Add +14.3%	489,396	$13.4M
GSG Advisors LLC	3.51%	Reduce -0.6%	482,300	$13.3M
Mendel Capital Management LLC	6.94%	Reduce -1.3%	484,859	$13.2M
Adamsbrown Wealth Consultants LLC	3.64%	Reduce -57.2%	484,373	$13.2M
Winthrop Capital Management, LLC	3.19%	Add +1.8%	483,039	$13.2M
Shorepoint Capital Partners LLC	2.62%	—	482,648	$13.2M
Summit Financial, LLC	0.20%	Add +18.8%	481,701	$13.2M
Jane Street Group, LLC	0.02%	Add +1737.7%	480,918	$13.1M
Trinity Financial Advisors LLC	3.76%	Add +1.6%	477,010	$13.0M
Sanctuary Advisors, LLC	0.07%	Reduce -40.6%	476,939	$13.0M
FMR LLC	0.00%	Add +4.5%	474,697	$13.0M
Legacy Financial Strategies, LLC	2.33%	Reduce -0.1%	472,756	$12.9M
Mayflower Financial Advisors, LLC	1.62%	Add +15.2%	472,256	$12.9M
Global Retirement Partners, LLC	0.29%	Add +2.5%	471,282	$12.9M
Courage Miller Partners, LLC	3.85%	Add +5.5%	471,123	$12.9M
Investor's Fiduciary Advisor Network, LLC	4.34%	Reduce -3.5%	468,797	$12.8M
Sunburst Financial Group, LLC	2.69%	Reduce -66.1%	468,471	$12.8M
Strategic Family Wealth Counselors, L.L.C.	3.29%	Add +0.6%	468,236	$12.8M
Atlantic Union Bankshares Corp	0.24%	Add +5.9%	467,861	$12.8M
Duncan Williams Asset Management, LLC	3.58%	Reduce -58.6%	466,110	$12.7M
Citadel Advisors	0.01%	New	465,006	$12.7M
TRUE Private Wealth Advisors	1.29%	Add +7.1%	463,372	$12.7M
Dakota Wealth Management	0.26%	Reduce -9.5%	463,298	$12.6M
Mesirow Financial Investment Management, Inc.	0.23%	Add +1.0%	463,281	$12.6M
Latko Wealth Management, Ltd.	6.36%	Reduce -8.3%	459,136	$12.5M
Lighthouse Wealth Management Inc.	10.14%	Reduce -5.3%	457,715	$12.5M
&partners	0.08%	Add +8.4%	455,006	$12.4M
Curbstone Financial Management Corp	2.38%	Add +2.3%	454,206	$12.4M
Family Capital Management, Inc.	5.90%	Reduce -10.9%	452,943	$12.4M
Kingsview Wealth Management, LLC	0.19%	Reduce -16.1%	450,222	$12.3M
Walled Lake Planning & Wealth Management, LLC	4.04%	Add +7.4%	449,626	$12.3M
Obsidian Personal Planning Solutions LLC	4.26%	Add +6.3%	458,722	$12.3M
Sard Wealth Management Group, LLC	6.96%	Add +3.8%	446,621	$12.2M
Retirement Financial Solutions, LLC	3.81%	New	445,583	$12.2M
Rockefeller Capital Management L.P.	0.02%	Add +6.7%	440,853	$12.0M
Concurrent Investment Advisors, LLC	0.21%	Reduce -5.6%	440,397	$12.0M
Cary Street Partners Financial LLC	0.31%	Reduce -0.3%	438,471	$12.0M
Signature Estate & Investment Advisors LLC	0.25%	Reduce -12.9%	434,143	$11.9M
Coastwise Capital Group, LLC	8.33%	Add +5.2%	433,509	$11.8M
Acorn Wealth Advisors, LLC	3.69%	Reduce -2.7%	431,302	$11.8M
Liberty Square Wealth Partners LLC	3.60%	Reduce -22.8%	426,664	$11.6M
Nations Financial Group Inc, /Ia/	0.72%	Reduce -9.8%	425,846	$11.6M
Avior Wealth Management, LLC	0.37%	Reduce -0.8%	421,199	$11.5M
XML Financial, LLC	0.94%	Add +0.1%	420,814	$11.5M
Canvas Wealth Advisors, LLC	2.05%	Add +1.1%	410,502	$11.3M
Next Level Wealth Planning, LLC	6.33%	Add +7.1%	410,459	$11.2M
Sequoia Financial Advisors, LLC	0.07%	Add +90.4%	407,347	$11.1M
Founders Financial Securities LLC	0.75%	Reduce -58.8%	405,956	$11.1M
Islay Capital Management, LLC	6.39%	Add +7.5%	404,160	$11.0M
Charles Schwab Trust Co	0.75%	Add +0.3%	403,723	$11.0M
Kestra Private Wealth Services, LLC	0.14%	Reduce -25.1%	400,266	$10.9M
Cozad Asset Management Inc.	0.87%	Reduce -24.2%	400,085	$10.9M
Benjamin Edwards Inc.	0.12%	Add +7.5%	398,292	$10.9M
Orgel Wealth Management, LLC	0.25%	Reduce -0.2%	395,713	$10.8M
Baker Ellis Asset Management LLC	1.33%	Reduce -1.0%	394,940	$10.8M
New Insight Wealth Advisors	4.05%	Reduce -32.0%	394,799	$10.8M
Leavell Investment Management, Inc.	0.45%	Reduce -19.0%	394,779	$10.8M
Atria Investments, Inc	0.12%	Add +5.5%	394,768	$10.8M
BlueChip Wealth Advisors LLC	4.58%	Add +3.4%	392,821	$10.7M
Clay Northam Wealth Management, LLC	6.06%	Add +1.1%	388,722	$10.6M
Lakeshore Financial Planning, Inc.	3.93%	Reduce -1.4%	388,009	$10.6M
Channel Wealth LLC	2.81%	Reduce -2.4%	385,365	$10.5M
DHJJ Financial Advisors, Ltd.	3.56%	Add +0.2%	384,102	$10.5M
Smithbridge Asset Management Inc.	1.52%	Add +5.6%	382,259	$10.4M
Envestnet Portfolio Solutions, Inc.	0.04%	Add +11.5%	381,493	$10.4M
Assetmark, Inc.	0.02%	Reduce -3.3%	380,789	$10.4M
Goepper Burkhardt LLC	3.54%	Reduce -16.8%	380,203	$10.4M
Red Mountain Financial, LLC	10.45%	Reduce -0.0%	377,049	$10.3M
American Alpha Advisors, LLC	7.41%	Add +2.0%	375,591	$10.3M
Compass Wealth Management, LLC	4.49%	Reduce -1.6%	371,725	$10.1M
Valley National Advisers Inc.	1.57%	Reduce -6.9%	370,585	$10.1M
Redhawk Wealth Advisors, Inc.	1.17%	Reduce -8.9%	368,518	$10.1M
Moneco Advisors, LLC	0.84%	Reduce -5.6%	366,798	$10.0M
Juncture Wealth Strategies, LLC	3.34%	Add +1.0%	365,559	$10.0M
Prosperitas Financial LLC	4.14%	Add +3.2%	365,550	$10.0M
Madison Asset Management, LLC	0.11%	Reduce -2.4%	365,292	$10.0M
Carnegie Investment Counsel	0.19%	Add +0.1%	365,150	$10.0M
O'Connor Financial Group LLC	4.16%	Add +3.0%	363,323	$9.9M
Independent Financial Group, LLC	0.24%	Reduce -20.4%	363,286	$9.9M
Meridian Financial Advisors, LLC	5.58%	Reduce -0.4%	362,794	$9.9M
Fairway Financial, LLC	7.78%	Add +2.6%	361,627	$9.9M
Winthrop Advisory Group LLC	0.86%	Reduce -0.4%	361,149	$9.9M
Keystone Financial Group, Inc.	5.51%	Add +0.7%	358,233	$9.8M
Columbia Advisory Partners LLC	6.76%	Reduce -0.9%	358,145	$9.8M
Cordgrass Capital Advisors, LLC	2.40%	Add +1.6%	356,519	$9.7M
Horizon Investments, LLC	0.13%	Reduce -60.8%	354,882	$9.7M
Hudock, Inc.	1.46%	Reduce -65.3%	352,345	$9.6M
Citizens Financial Group Inc.	0.13%	Add +0.7%	351,336	$9.6M
Bell Investment Advisors, Inc	1.57%	Add +0.2%	351,076	$9.6M
Mayfair Advisory Group, LLC	4.09%	Reduce -15.6%	349,671	$9.5M
FRG Family Wealth Advisors LLC	1.53%	Reduce -1.9%	348,506	$9.5M
Integral Investment Advisors, Inc.	2.55%	Reduce -0.9%	346,271	$9.5M
Spreng Capital Management, Inc.	3.87%	Reduce -3.9%	345,791	$9.4M
Dynamic Advisor Solutions LLC	0.27%	Reduce -1.3%	343,117	$9.4M
World Investment Advisors	0.19%	Add +19.0%	341,675	$9.3M
AQR Capital Management	0.01%	Add +77.0%	340,331	$9.3M
Joseph Group Capital Management	2.61%	Reduce -1.0%	338,742	$9.2M
Diversified Enterprises, LLC	0.62%	Reduce -92.6%	338,027	$9.2M
HBW Advisory Services LLC	1.04%	Add +3.3%	337,857	$9.2M
Merkkuri Wealth Advisors LLC	6.66%	Reduce -4.5%	336,336	$9.2M
Qube Research & Technologies Ltd	0.01%	Reduce -42.1%	335,534	$9.2M
Mission Hills Financial Advisory, LLC	4.83%	Add +17.9%	333,245	$9.1M
Asset Allocation & Management Company, LLC	3.83%	Add +9.1%	329,627	$9.0M
Fiduciary Alliance LLC	0.60%	Reduce -1.1%	328,817	$9.0M
Drucker Wealth 3.0, LLC	1.59%	Add +310.8%	326,525	$8.9M
IHT Wealth Management, LLC	0.22%	Reduce -36.9%	325,489	$8.9M
Gunma Bank,Ltd.	2.78%	No change	325,000	$8.9M
Pittenger & Anderson Inc.	0.33%	Reduce -3.4%	325,003	$8.9M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	1.42%	Reduce -3.1%	323,939	$8.8M
Platform Technology Partners	2.11%	Add +4.1%	322,726	$8.8M
YHB Investment Advisors, Inc.	0.64%	Reduce -8.8%	321,159	$8.8M
Verus Capital Partners, LLC	0.68%	Add +7.5%	320,994	$8.8M
Arkadios Wealth Advisors	0.21%	Add +49.4%	320,635	$8.8M
AE Wealth Management LLC	0.06%	Reduce -1.6%	315,950	$8.6M
Silver Oak Securities, Incorporated	0.65%	Add +2.4%	315,782	$8.6M
Capital Fund Management S.A.	0.09%	Add +16.2%	314,200	$8.6M
Avant Capital LLC	5.97%	Reduce -2.4%	310,895	$8.5M
MBA Advisors LLC	3.62%	Add +2.6%	310,720	$8.5M
Clearstead Advisors, LLC	0.12%	Add +7.6%	309,802	$8.5M
MADDEN SECURITIES Corp	2.60%	Reduce -0.0%	309,460	$8.4M
Johnson & White Wealth Management, LLC	3.86%	Add +5.5%	308,820	$8.4M
Savvy Advisors, Inc.	0.39%	Reduce -2.5%	307,199	$8.4M
Robbins Farley	3.48%	Add +3.8%	306,977	$8.4M
United Capital Financial Advisors, LLC	0.06%	Add +2.7%	306,706	$8.4M
Penney Financial, LLC	3.74%	Add +3.3%	306,235	$8.4M
Cahill Financial Advisors Inc.	0.95%	Add +6.9%	304,954	$8.3M
New England Private Wealth Advisors LLC	1.09%	Reduce -2.0%	303,503	$8.3M
Guardian Financial Partners, LLC	3.48%	Add +6.0%	301,971	$8.2M
Certior Financial Group, LLC	5.58%	Add +7.0%	300,925	$8.2M
Pps&v Asset Management Consultants, Inc.	4.72%	Add +4.6%	299,599	$8.2M
MSH Capital Advisors LLC	2.19%	Add +6.1%	299,105	$8.2M
Bruce G. Allen Investments, LLC	5.85%	Add +2.5%	298,959	$8.2M
Investment Advisory Services Inc. /TX	2.56%	Reduce -16.5%	298,067	$8.1M
Strategic Blueprint, LLC	0.36%	Reduce -34.9%	297,899	$8.1M
Sage Financial Management Group, Inc.	2.58%	Add +4.4%	296,379	$8.1M
Curtis Advisory Group, LLC	1.83%	Reduce -1.9%	295,912	$8.1M
Modern Wealth Management, LLC	0.16%	Add +27.4%	294,294	$8.0M
MRWM Advisors, LLC	4.52%	Add +16.8%	290,508	$7.9M
Compound Planning, Inc.	0.25%	Add +37.3%	288,368	$7.9M
Stevens Capital Partners	2.35%	Add +36.5%	288,275	$7.9M
JNBA Financial Advisors	0.71%	Reduce -17.1%	288,042	$7.9M
BCS Wealth Management	1.77%	Reduce -7.2%	287,377	$7.8M
Davis Capital Management	5.38%	—	284,286	$7.8M
Level Four Advisory Services, LLC	0.27%	Reduce -29.7%	283,853	$7.7M
Smith, Moore & Co.	0.59%	Reduce -17.5%	282,347	$7.7M
Kingswood Wealth Advisors, LLC	0.47%	Add +401.4%	282,121	$7.7M
Accredited Wealth Management, LLC	5.74%	Reduce -92.9%	18,574	$7.7M
Ieq Capital, LLC	0.02%	Add +22.9%	280,962	$7.7M
ORG Partners LLC	1.42%	Reduce -0.3%	280,579	$7.7M
DT Investment Partners, LLC	0.65%	New	280,030	$7.6M
RMG Wealth Management LLC	1.08%	Reduce -94.3%	281,831	$7.6M
Kure Advisory, LLC	4.68%	Add +4.6%	277,818	$7.6M
SevenBridge Financial Group, LLC	1.24%	Reduce -13.9%	277,708	$7.6M
Benchmark Financial Wealth Advisors, LLC	2.27%	Add +6.5%	276,192	$7.5M
Friday Financial	3.14%	Add +34.8%	274,296	$7.5M
NBT Bank, N.A.	0.49%	Reduce -4.2%	273,217	$7.5M
Navalign, LLC	1.96%	Add +2.2%	272,575	$7.4M
Womack Financial LLC	5.64%	Reduce -4.3%	272,194	$7.4M
Northeast Financial Group, Inc.	1.83%	Reduce -48.0%	269,607	$7.4M
Belpointe Asset Management LLC	0.28%	Reduce -7.3%	269,185	$7.3M
Pinkerton Wealth, LLC	0.78%	Reduce -13.6%	267,392	$7.3M
Continuum Advisory, LLC	0.77%	Reduce -3.2%	266,574	$7.3M
Plancorp, LLC	0.23%	Reduce -1.3%	266,150	$7.3M
SCS Capital Management LLC	0.08%	Reduce -4.6%	265,963	$7.3M
U.S. Capital Wealth Advisors, LLC	0.20%	Add +4.3%	265,877	$7.3M
TruWealth Advisors, LLC	0.36%	Reduce -17.7%	263,600	$7.2M
Northern Trust Corp.	0.00%	Add +0.5%	263,811	$7.2M
Phil A. Younker & Associates, Ltd.	5.49%	Add +45.9%	262,664	$7.2M
Per Stirling Capital Management, LLC.	0.86%	Add +4.0%	262,410	$7.2M
Arrowroot Family Office, LLC	2.85%	Reduce -0.3%	261,685	$7.1M
Renaissance Technologies	0.01%	New	260,474	$7.1M
Financial Partners Group, Inc	0.88%	Reduce -3.9%	259,501	$7.1M
Titleist Asset Management, LLC	0.62%	Add +18.0%	259,309	$7.1M
NCM Capital Management, LLC	2.72%	Reduce -1.3%	257,026	$7.0M
Meridian Wealth Management, LLC	0.27%	Add +5.6%	255,254	$7.0M
Investors Research Corp	1.29%	Add +4.2%	254,574	$6.9M
D. E. Shaw & Co.	0.01%	Add +279.2%	254,357	$6.9M
Sheets Smith Wealth Management	0.79%	Reduce -12.6%	254,168	$6.9M
Burns Matteson Capital Management, LLC	2.91%	Add +1.6%	253,823	$6.9M
Old Port Advisors	1.75%	Add +2.2%	253,653	$6.9M
Flputnam Investment Management Co.	0.10%	Reduce -23.4%	253,442	$6.9M
Family Investment Center, Inc.	1.43%	Reduce -1.6%	252,410	$6.9M
Patriot Investment Management Group, Inc.	0.45%	Reduce -3.3%	251,574	$6.9M
Yelin Lapidot Holdings Management Ltd.	1.44%	No change	251,541	$6.9M
HRC Wealth Management, LLC	3.35%	Add +1.0%	251,293	$6.9M
First Merchants Corp.	0.26%	Reduce -21.8%	251,042	$6.9M
Tudor Financial Inc.	3.64%	Add +0.9%	251,028	$6.9M
Crescent Sterling, Ltd.	7.20%	Add +3.9%	250,759	$6.8M
Donaldson Capital Management, LLC	0.22%	Reduce -0.3%	249,820	$6.8M
LaSalle St. Investment Advisors, LLC	1.22%	Add +1840.2%	249,640	$6.8M
Stratos Wealth Advisors, LLC	0.32%	Add +4.8%	246,725	$6.7M
CapWealth Advisors, LLC	0.61%	Reduce -0.9%	246,254	$6.7M
Visionary Wealth Advisors	0.31%	Add +1.6%	244,704	$6.7M
Strategic Wealth Partners, Ltd.	0.50%	Add +0.1%	244,489	$6.7M
Cyr Financial Inc.	4.56%	Add +4.3%	244,224	$6.7M
CoreCap Advisors, LLC	0.24%	Reduce -52.6%	243,095	$6.6M
High Net Worth Advisory Group LLC	1.56%	Add +1.4%	237,843	$6.5M
Chicago Partners Investment Group LLC	0.17%	Reduce -41.2%	239,483	$6.5M
Fiduciary Trust Co	0.07%	Reduce -14.1%	236,381	$6.5M
Michels Family Financial, LLC	5.00%	Add +2.9%	235,153	$6.4M
Certified Advisory Corp	0.61%	Reduce -34.1%	233,894	$6.4M
CIBC Private Wealth Group LLC	0.01%	Reduce -13.4%	233,675	$6.4M
Adams Asset Advisors, LLC	0.83%	Reduce -0.1%	231,589	$6.3M
Goldstone Financial Group, LLC	0.75%	Add +8.9%	231,563	$6.3M
MFA Wealth Services	4.33%	Reduce -1.8%	229,605	$6.3M
Trek Financial, LLC	0.37%	Reduce -17.6%	228,916	$6.2M
Nwam LLC	0.34%	Add +1.4%	230,831	$6.2M
IFG Advisory, LLC	0.28%	Add +69.9%	228,484	$6.2M
Brown Advisory Inc.	0.01%	Reduce -2.4%	227,027	$6.2M
Centric Wealth Management	1.37%	Add +2.6%	230,440	$6.2M
Barry Investment Advisors, LLC	1.42%	Add +8.8%	225,723	$6.2M
St. Johns Investment Management Company, LLC	2.58%	Add +5.2%	222,235	$6.1M
USAdvisors Wealth Management, LLC	2.09%	Reduce -7.7%	222,227	$6.1M
HBK Sorce Advisory LLC	0.15%	Reduce -21.0%	225,057	$6.0M
DMKC Advisory Services, LLC	3.04%	Add +10.6%	219,680	$6.0M
Global Strategic Investment Solutions, LLC	0.60%	No change	218,814	$6.0M
Rovin Capital /Ut/	1.65%	Reduce -3.5%	218,699	$6.0M
Chris Bulman Inc	2.99%	Add +29.0%	218,598	$6.0M
Fifth Third Wealth Advisors LLC	0.22%	Reduce -5.3%	218,227	$6.0M
Milestone Investment Advisors LLC	1.48%	Reduce -11.6%	217,657	$5.9M
PCA Investment Advisory Services Inc.	2.20%	Reduce -1.4%	217,602	$5.9M
Sendero Wealth Management, LLC	0.69%	Reduce -29.3%	217,126	$5.9M
Flagship Wealth Advisors, LLC	1.94%	Reduce -43.7%	215,575	$5.9M
Alliance Wealth Management Group	1.30%	Add +8.2%	214,820	$5.9M
Towercrest Capital Management	0.94%	Add +8.2%	214,820	$5.9M
Uniting Wealth Partners, LLC	1.38%	New	213,940	$5.8M
Thoroughbred Financial Services, LLC	0.36%	Reduce -18.6%	213,740	$5.8M
WealthPLAN Partners, LLC	0.87%	Add +1.2%	212,732	$5.8M
Insight Advisors, LLC/ PA	0.89%	Add +1.1%	212,147	$5.8M
Bensler, LLC	0.60%	Reduce -6.2%	211,643	$5.8M
Sumitomo Mitsui Trust Group, Inc.	0.00%	Add +110.5%	211,600	$5.8M
Talisman Wealth Advisors LLC	4.77%	Add +3.7%	210,988	$5.8M
Kellett Wealth Advisors, LLC	3.45%	Add +8.4%	209,644	$5.7M
Beacon Financial Planning, Inc.	2.94%	Add +0.3%	208,034	$5.7M
D.B. Root & Company, LLC	1.44%	Reduce -2.5%	207,275	$5.7M
Texas Yale Capital Corp.	0.18%	Add +25.7%	205,774	$5.6M
Principal Securities, Inc.	0.09%	Reduce -42.3%	204,964	$5.6M
Red Door Wealth Management, LLC	0.59%	Reduce -3.2%	204,806	$5.6M
Legacy Advisors, LLC	0.69%	—	204,531	$5.6M
Diversify Wealth Management, LLC	0.32%	Reduce -4.9%	210,061	$5.6M
United Bank	1.92%	Add +3.5%	202,548	$5.5M
Composition Wealth, LLC	0.08%	Add +15.0%	199,997	$5.5M
Baron Silver Stevens Financial Advisors, LLC	0.80%	Add +8.1%	199,738	$5.5M
Smartleaf Asset Management LLC	0.34%	Add +3.8%	201,141	$5.5M
Flagship Harbor Advisors, LLC	0.24%	Reduce -5.9%	199,651	$5.5M
Global Financial Private Client, LLC	1.94%	Reduce -31.3%	199,498	$5.4M
Legacy Private Trust Co.	0.33%	Reduce -1.9%	199,021	$5.4M
J.W. Cole Advisors, Inc.	0.10%	Reduce -8.2%	197,895	$5.4M
Foundations Investment Advisors, LLC	0.08%	Add +36.5%	196,460	$5.4M
Barnes Pettey Financial Advisors, LLC	2.93%	Add +5.6%	195,980	$5.4M
Personal Cfo Solutions, LLC	0.94%	New	195,867	$5.3M
Seek First Inc.	3.82%	Add +4.2%	194,663	$5.3M
Alpha Omega Wealth Management LLC	0.88%	Reduce -2.3%	193,259	$5.3M
Orion Porfolio Solutions, LLC	0.04%	Reduce -22.6%	192,312	$5.3M
Allen Capital Group, LLC	0.50%	Add +19.6%	192,281	$5.2M
TrueWealth Advisors, LLC	1.41%	Reduce -1.9%	191,441	$5.2M
Metropolitan Life Insurance Co	1.52%	Reduce -6.9%	190,500	$5.2M
Apollon Wealth Management, LLC	0.09%	Reduce -5.8%	190,458	$5.2M
Pinnacle Financial Partners Inc	0.12%	Reduce -1.1%	189,994	$5.2M
Eagle Strategies LLC	0.69%	Reduce -64.9%	187,625	$5.1M
KCM Investment Advisors LLC	0.17%	Reduce -1.4%	187,206	$5.1M
Smithfield Trust Co	0.23%	Add +0.4%	186,972	$5.1M
CreativeOne Wealth, LLC	0.12%	Reduce -20.9%	186,177	$5.1M
Spire Wealth Management	0.17%	Reduce -2.5%	185,794	$5.1M
Intrua Financial, LLC	0.59%	Add +22.9%	185,002	$5.1M
Alkeme Wealth, LLC	2.16%	Add +0.4%	183,512	$5.0M
Wedbush Securities Inc.	0.16%	Add +3.5%	183,373	$5.0M
Broadleaf Partners, LLC	1.04%	Add +6.2%	182,831	$5.0M
Perigon Wealth Management, LLC	0.10%	Add +1.2%	182,260	$5.0M
Hofer & Associates. Inc	2.84%	Reduce -4.7%	181,882	$5.0M
PFG Investments, LLC	0.26%	Add +5.2%	181,461	$5.0M
Tower Research Capital LLC (TRC)	0.14%	Add +353203.9%	180,185	$4.9M
HC Advisors, LLC	3.42%	Reduce -23.8%	178,457	$4.9M
Sei Investments Co.	0.01%	Reduce -1.7%	178,366	$4.9M
Caprock Group, LLC	0.12%	—	174,354	$4.9M
Moran Wealth Management, LLC	0.15%	Add +8.4%	177,998	$4.9M
Insigneo Advisory Services, LLC	0.34%	Add +2.5%	177,849	$4.9M
JT Stratford LLC	0.65%	Reduce -37.5%	177,194	$4.8M
GM Advisory Group, LLC	0.21%	Add +6.7%	176,799	$4.8M
Avidian Wealth Enterprises, LLC	0.18%	Add +0.5%	176,428	$4.8M
JPL Wealth Management, LLC	1.14%	Reduce -0.9%	176,108	$4.8M
Fagan Associates, Inc.	0.66%	Reduce -0.8%	175,497	$4.8M
Berkeley, Inc	1.54%	Reduce -0.7%	175,288	$4.8M
FLC Capital Advisors	0.91%	Reduce -0.8%	173,024	$4.7M
Johnson Investment Counsel Inc.	0.04%	Add +4.2%	172,452	$4.7M
Cubist Systematic Strategies, LLC	0.07%	New	170,319	$4.6M
Equity Wealth Partners, LLC	3.77%	—	170,014	$4.6M
Quantinno Capital Management LP	0.01%	Reduce -42.5%	169,087	$4.6M
Robertson Stephens Wealth Management, LLC	0.14%	Add +6.0%	168,523	$4.6M
Advisors Capital Management, LLC	0.06%	Add +5.6%	167,407	$4.6M
MBE Wealth Management, LLC	1.97%	Reduce -9.7%	167,068	$4.6M
Joseph P. Lucia & Associates, LLC	1.71%	Reduce -1.0%	165,622	$4.5M
FSC Wealth Advisors, LLC	2.61%	Add +0.5%	165,418	$4.5M
Lynch & Associates	0.87%	Add +5.8%	164,581	$4.5M
US Bancorp \de	0.01%	Add +2.0%	164,158	$4.5M
Auxano Advisors, LLC	0.95%	Reduce -11.1%	163,452	$4.5M
WPG Advisers, LLC	3.45%	Reduce -2.6%	162,899	$4.4M
Alpha Cubed Investments, LLC	0.15%	Reduce -12.3%	161,892	$4.4M
Cutler Investment Counsel LLC	0.46%	Add +0.7%	160,987	$4.4M
Pallas Capital Advisors LLC	0.16%	Reduce -10.9%	160,321	$4.4M
Oppenheimer Asset Management Inc.	0.05%	Add +2.2%	159,945	$4.4M
Guild Investment Management, Inc.	3.46%	Add +11.6%	159,665	$4.4M
Signal Tree Financial Partners LLC	3.44%	Add +33.4%	157,491	$4.3M
Bfsg, LLC	0.42%	Add +6.1%	158,575	$4.3M
OLIO Financial Planning	1.27%	Add +2.5%	158,540	$4.3M
Caliber Wealth Management, LLC / KS	0.48%	Reduce -12.2%	158,322	$4.3M
Vista Cima Wealth Management LLC	3.59%	Add +9.6%	157,805	$4.3M
EverSource Wealth Advisors, LLC	0.17%	Add +16.7%	156,667	$4.3M
Game Plan Financial Advisors, LLC	1.95%	Reduce -1.3%	156,013	$4.3M
Hazlett, Burt & Watson, Inc.	1.50%	Reduce -57.1%	155,749	$4.2M
WealthPlan Investment Management, LLC	0.28%	Reduce -41.0%	155,354	$4.2M
RVW Wealth, LLC	0.33%	Reduce -4.8%	155,239	$4.2M
Prospera Financial Services Inc	0.07%	Reduce -4.1%	151,054	$4.1M
Keeler & Nadler Financial Planning & Wealth Management	1.51%	Add +6.8%	150,822	$4.1M
Holos Integrated Wealth LLC	2.41%	Add +1.3%	154,102	$4.1M
Centaurus Financial, Inc.	0.19%	Add +9.2%	149,211	$4.1M
Keystone Financial Services, LLC	2.85%	Reduce -2.0%	149,066	$4.1M
Cresta Advisors, Ltd.	1.81%	Reduce -5.4%	148,703	$4.1M
Camden National Bank	0.57%	Add +2.5%	148,657	$4.1M
Axis Wealth Partners, LLC	2.36%	Add +1.7%	147,926	$4.0M
Oxinas Partners, LLC	2.14%	Add +8.1%	146,671	$4.0M
Comerica Bank	0.01%	Reduce -11.5%	145,303	$4.0M
Nikulski Financial, Inc.	0.99%	Add +7.2%	144,660	$3.9M
Paradigm Capital Management, LLC	3.96%	Reduce -9.5%	144,649	$3.9M
Gradient Capital Advisors, LLC	1.06%	Add +1.8%	144,612	$3.9M
Western Wealth Management, LLC	0.21%	Add +5.3%	143,746	$3.9M
LVM Capital Management Ltd.	0.37%	Add +1.3%	142,904	$3.9M
NorthCoast Asset Management LLC	0.02%	Add +8.2%	142,414	$3.9M
Strategic Investment Solutions, Inc.	1.03%	Reduce -13.3%	141,989	$3.9M
Vermillion Wealth Management, Inc.	1.06%	Add +1.4%	141,965	$3.9M
AMG National Trust Bank	0.09%	Reduce -3.0%	141,950	$3.9M
NWF Advisory Services Inc.	0.42%	Reduce -33.1%	140,526	$3.8M
Csenge Advisory Group	0.18%	Reduce -18.8%	140,233	$3.8M
Compass Financial Group, INC	0.57%	Add +0.2%	139,595	$3.8M
MOKAN Wealth Management Inc.	1.91%	Reduce -7.6%	139,297	$3.8M
Roundview Capital LLC	0.24%	Add +2.3%	139,266	$3.8M
Maridea Wealth Management LLC	0.59%	Reduce -4.8%	140,850	$3.8M
Panoramic Investment Advisors, LLC	2.13%	Add +3.2%	138,572	$3.8M
Total Wealth Planning, LLC	0.44%	Add +13.2%	138,351	$3.8M
Breakwater Investment Management	1.39%	Reduce -6.3%	137,926	$3.8M
M&T Bank Corp	0.01%	Add +2.9%	137,704	$3.8M
Evolution Wealth Advisors, LLC	0.50%	Reduce -0.2%	137,617	$3.8M
Emerald Advisors, LLC	0.50%	Add +3.6%	137,450	$3.8M
Decker Retirement Planning Inc.	2.05%	Reduce -5.6%	136,698	$3.7M
Warwick Investment Management, Inc.	0.65%	Add +1.4%	136,333	$3.7M
Members Wealth LLC	2.35%	—	134,964	$3.7M
Gladstone Institutional Advisory LLC	0.14%	Reduce -4.9%	136,058	$3.7M
Garden State Investment Advisory Services LLC	0.93%	Reduce -21.4%	135,147	$3.7M
Northstar Group, Inc.	0.56%	Reduce -2.7%	134,610	$3.7M
Sovran Advisors, LLC	0.32%	Reduce -3.7%	137,737	$3.7M
Alerus Financial NA	0.19%	Add +11831.3%	134,585	$3.7M
Capital Analysts, LLC	0.11%	Add +8.3%	134,503	$3.7M
WealthCare Investment Partners, LLC	1.19%	Reduce -10.4%	132,790	$3.7M
McAdam, LLC	0.18%	Reduce -4.2%	133,859	$3.7M
Cambridge Advisors Inc.	0.71%	Add +2.1%	133,008	$3.6M
Transcendent Capital Group LLC	1.62%	New	132,772	$3.6M
Synovus Financial Corp.	0.04%	Add +5.1%	132,745	$3.6M
Milestones Private Investment Advisors LLC	2.47%	Add +1.0%	132,586	$3.6M
Capital Investment Advisors, LLC	0.06%	Reduce -20.4%	132,544	$3.6M
Valley Forge Investment Consultants Inc. Adv	1.05%	Reduce -4.4%	131,802	$3.6M
Bessemer Group Inc.	0.01%	Add +1.0%	131,258	$3.6M
MAS Advisors LLC	5.66%	Reduce -0.9%	130,995	$3.6M
Roman Butler Fullerton & Co.	0.96%	Add +5.4%	133,368	$3.6M
Ahl Investment Management, Inc.	2.44%	Reduce -1.7%	130,497	$3.6M
Wealthspan Partners, LLC	1.37%	Add +4.9%	130,495	$3.6M
Hopwood Financial Services, Inc.	2.38%	Reduce -17.6%	130,462	$3.6M
ProVise Management Group, LLC	0.26%	Reduce -3.4%	130,359	$3.6M
Simon Quick Advisors, LLC	0.16%	Add +0.1%	130,232	$3.6M
Soltis Investment Advisors LLC	0.24%	Add +0.6%	129,472	$3.5M
Anchor Investment Management, LLC	0.29%	Add +7.0%	129,369	$3.5M
Consolidated Portfolio Review Corp	0.44%	Add +2.0%	129,036	$3.5M
Orion Capital Management LLC	1.22%	Reduce -7.2%	128,420	$3.5M
Virtue Capital Management, LLC	0.56%	New	130,012	$3.5M
Cambridge Financial Group, LLC	1.13%	Add +20.9%	128,168	$3.5M
Cowa, LLC	1.24%	Add +0.6%	128,026	$3.5M
MTM Financial Group, LLC	1.72%	Reduce -57.4%	128,413	$3.5M
Commerce Bank	0.02%	Add +19.9%	127,678	$3.5M
Mainsail Financial Group, LLC	1.50%	Add +0.2%	127,571	$3.5M
Worth Financial Advisory Group, LLC	1.95%	Add +1.5%	127,514	$3.5M
Lanark Financial, Inc.	0.27%	Reduce -2.5%	127,278	$3.5M
Sumitomo Mitsui Financial Group, Inc.	0.06%	Reduce -10.6%	127,091	$3.5M
Sfm, LLC	2.01%	Add +9.2%	126,925	$3.5M
Capital Investment Counsel, LLC	0.51%	Add +4.6%	125,812	$3.4M
TPG Advisors LLC	2.25%	Add +4.2%	125,102	$3.4M
NewEdge Wealth, LLC	0.05%	Reduce -4.3%	127,479	$3.4M
Fisher Asset Management	0.00%	Add +74.0%	123,700	$3.4M
PNC Financial Services Group, Inc.	0.00%	Reduce -52.7%	123,622	$3.4M
First Heartland Consultants, Inc.	0.27%	Reduce -12.2%	123,486	$3.4M
White Lighthouse Investment Management Inc.	0.51%	Reduce -3.3%	123,185	$3.4M
Portus Wealth Advisors, LLC	3.34%	—	122,789	$3.4M
Pitcairn Co.	0.26%	No change	122,334	$3.3M
Sachetta, LLC	1.24%	Reduce -3.6%	121,602	$3.3M
Elevation Wealth Partners, LLC	1.19%	Reduce -0.3%	121,471	$3.3M
Hilltop Holdings Inc.	0.18%	Add +2.7%	121,350	$3.3M
Nabity-Jensen Investment Management Inc	2.29%	Reduce -2.9%	121,223	$3.3M
Beckerman Institutional, LLC	1.95%	Add +5.9%	121,158	$3.3M
Liberty Capital Management, Inc.	0.62%	Add +2.0%	120,547	$3.3M
Strategic Financial Concepts, LLC	0.48%	Add +1.2%	121,023	$3.3M
Investment Advisory Group, LLC	0.89%	Add +0.7%	119,445	$3.3M
Wesbanco Bank Inc.	0.09%	Reduce -0.5%	118,007	$3.2M
AlphaCore Capital LLC	0.11%	Add +12.1%	117,528	$3.2M
Total Clarity Wealth Management, Inc.	0.85%	Add +0.5%	117,373	$3.2M
Peapack Gladstone Financial Corp.	0.04%	Add +14.2%	117,231	$3.2M
Larson Financial Group LLC	0.11%	Add +3.7%	116,908	$3.2M
Valeo Financial Advisors, LLC	0.07%	Add +18.8%	116,036	$3.2M
Savant Capital, LLC	0.02%	Reduce -0.8%	115,859	$3.2M
Ellenbecker Investment Group	0.47%	Reduce -6.2%	115,781	$3.2M
BKM Wealth Management, LLC	1.17%	Add +7.2%	115,769	$3.2M
Bluespring Wealth Management, LLC	0.27%	Reduce -0.1%	115,721	$3.2M
Florida Financial Advisors, LLC	0.98%	Reduce -7.3%	115,607	$3.2M
Signal Advisors Wealth, LLC	0.29%	Reduce -2.6%	115,603	$3.2M
WBH Advisory Inc.	0.24%	Reduce -2.4%	115,405	$3.2M
CAP Partners, LLC	1.78%	Add +1.5%	114,738	$3.1M
Neuberger Berman Group LLC	0.00%	Add +7.7%	114,094	$3.1M
Warner Financial, Inc.	1.16%	Reduce -1.4%	114,066	$3.1M
Capital Investment Advisory Services, LLC	0.25%	Add +2.1%	113,952	$3.1M
Clearstead Trust, LLC	0.53%	Add +25.1%	113,842	$3.1M
Financial Designs Corp	1.80%	Reduce -2.0%	116,129	$3.1M
Guyasuta Investment Advisors Inc.	0.18%	Add +3.9%	113,580	$3.1M
Northwest Capital Management Inc	3.26%	Reduce -52.1%	113,542	$3.1M
Advisors Management Group Inc.	0.54%	Reduce -0.4%	113,454	$3.1M
StoneX Group Inc.	0.13%	Add +7.7%	113,226	$3.1M
LifeSteps Financial, Inc.	1.97%	Add +3.5%	112,413	$3.1M
McGrath & Associates, Inc.	4.56%	Reduce -5.0%	112,376	$3.1M
Mengis Capital Management, Inc.	0.60%	Add +12.2%	110,863	$3.0M
SeaCrest Wealth Management, LLC	0.32%	Reduce -1.5%	111,112	$3.0M
Two Sigma Securities, LLC	0.45%	Reduce -48.6%	110,581	$3.0M
Rollins Financial Advisors, LLC	0.46%	Reduce -29.3%	110,478	$3.0M
Bank of Montreal	0.00%	Add +4.4%	110,447	$3.0M
Concord Wealth Partners	0.42%	Reduce -16.1%	110,281	$3.0M
Genesee Capital Advisors, LLC	1.30%	Reduce -23.4%	109,775	$3.0M
Madden Advisory Services, Inc.	1.26%	Reduce -3.3%	109,574	$3.0M
Retirement Planning Group, LLC / NY	2.24%	Add +40.2%	109,563	$3.0M
LS Investment Advisors, LLC	0.42%	Reduce -32.6%	109,280	$3.0M
Aspen Grove Capital, LLC	0.50%	Add +6.9%	109,187	$3.0M
First National Trust Co	0.10%	Reduce -2.6%	108,807	$3.0M
Woodside Wealth Management LLC	2.34%	Reduce -0.1%	108,753	$3.0M
Accordant Advisory Group Inc	2.01%	Add +0.3%	108,375	$3.0M
Zullo Investment Group, Inc.	1.09%	Add +11.0%	107,834	$2.9M
10Elms LLP	3.00%	Add +1.6%	106,344	$2.9M
Everhart Financial Group, Inc.	0.29%	Reduce -10.5%	106,013	$2.9M
Adapt Wealth Advisors, LLC	1.07%	Reduce -0.1%	105,685	$2.9M
Betterment LLC	0.01%	Reduce -9.9%	105,668	$2.9M
Chesapeake Wealth Management	0.88%	Reduce -2.1%	105,297	$2.9M
Safeguard Investment Advisory Group, LLC	0.71%	Reduce -14.2%	104,934	$2.9M
Glassy Mountain Advisors, Inc.	0.86%	Reduce -8.8%	104,819	$2.9M
Fortis Capital Management LLC	0.40%	Add +4.5%	104,612	$2.9M
Coordinated Financial Services, Inc.	1.84%	Reduce -0.2%	103,806	$2.8M
Scott & Selber, Inc.	0.72%	Add +6.8%	103,796	$2.8M
Walter & Keenan Wealth Management LLC /in/	0.78%	Reduce -7.1%	103,404	$2.8M
Choate Investment Advisors	0.06%	No change	103,014	$2.8M
Shepherd Kaplan Krochuk, LLC	2.30%	Add +1.2%	102,763	$2.8M
PKS Advisory Services, LLC	0.65%	Reduce -17.9%	102,549	$2.8M
Independent Solutions Wealth Management, LLC	0.50%	Add +3.9%	102,509	$2.8M
Tull Financial Group, Inc.	1.23%	Reduce -6.0%	101,865	$2.8M
CWS Financial Advisors, LLC	0.77%	Add +0.6%	101,860	$2.8M
Synergy Investment Management, LLC	1.06%	Reduce -81.0%	101,635	$2.8M
Headinvest, LLC	0.57%	Reduce -9.3%	100,891	$2.8M
Beam Wealth Advisors, Inc.	0.75%	Add +0.7%	100,839	$2.8M
Hamel Associates, Inc.	0.84%	Reduce -10.6%	100,530	$2.7M
Tudor Investment Corporation	0.02%	Add +72.9%	100,498	$2.7M
Muirfield Wealth Advisors LLC	2.03%	Add +1.5%	100,079	$2.7M
BlueStem Wealth Partners, LLC	0.31%	Add +10.8%	99,978	$2.7M
Cypress Wealth Services, LLC	0.45%	Reduce -4.3%	99,691	$2.7M
Collective Family Office LLC	0.65%	Add +3.9%	99,602	$2.7M
Jacobi Capital Management LLC	0.17%	Reduce -0.5%	99,354	$2.7M
Fifth Third Securities, Inc.	0.18%	Reduce -33.2%	99,248	$2.7M
FMA Wealth Management, LLC	1.86%	Add +3.0%	99,035	$2.7M
Geneos Wealth Management Inc.	0.07%	Add +2.6%	99,000	$2.7M
Kraft, Davis & Associates, LLC	0.65%	Reduce -3.9%	97,763	$2.7M
Silverlake Wealth Management LLC	0.65%	Add +3.2%	97,742	$2.7M
B. Riley Wealth Advisors, Inc.	0.13%	Add +3.4%	97,346	$2.7M
Princeton Global Asset Management LLC	0.44%	Reduce -2.0%	97,109	$2.7M
Argent Trust Co	0.09%	Add +2.6%	97,065	$2.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.05%	Add +20.3%	96,071	$2.6M
Armor Investment Advisors, LLC	0.82%	Reduce -57.1%	95,351	$2.6M
Crewe Advisors LLC	0.25%	Reduce -0.4%	95,177	$2.6M
Revolve Wealth Partners, LLC	0.31%	Reduce -0.9%	95,141	$2.6M
Brown Brothers Harriman & Co.	0.02%	Reduce -4.2%	95,070	$2.6M
Wedmont Private Capital	0.10%	Add +3.0%	94,758	$2.6M
Richards, Merrill & Peterson, Inc.	1.12%	Add +13.3%	94,646	$2.6M
Simplicity Wealth,LLC	0.15%	Reduce -16.4%	94,483	$2.6M
Atlas Wealth Partners, LLC	2.62%	Add +4.6%	94,116	$2.6M
Sowell Financial Services LLC	0.10%	Reduce -7.4%	93,792	$2.6M
Roehl & Yi Investment Advisors, LLC	1.11%	Add +40.3%	126,733	$2.6M
IRON Financial LLC	1.22%	Add +51.9%	93,678	$2.6M
Welch & Forbes LLC	0.03%	No change	93,510	$2.6M
Olistico Wealth, LLC	1.33%	Add +17.0%	92,418	$2.5M
Brighton Jones LLC	0.06%	Reduce -4.4%	92,210	$2.5M
Eastern Bank	0.04%	Reduce -21.6%	92,108	$2.5M
Mitchell Sinkler & Starr	1.13%	Reduce -1.0%	91,707	$2.5M
Prime Capital Investment Advisors, LLC	0.03%	Reduce -3.7%	91,294	$2.5M
Vestmark Advisory Solutions, Inc.	0.05%	New	91,131	$2.5M
Vident Advisory, LLC	0.02%	No change	90,989	$2.5M
Millennium Capital Advisors, LLC	1.50%	Reduce -2.4%	90,879	$2.5M
John W. Brooker & Co., CPAs	5.03%	Add +3.9%	90,741	$2.5M
Raab & Moskowitz Asset Management LLC	0.55%	Add +28.7%	90,285	$2.5M
Boyd Watterson Asset Management LLC	0.74%	Add +0.2%	90,178	$2.5M
Stonebridge Financial Planning Group, LLC	0.92%	Reduce -2.0%	90,059	$2.5M
Berkshire Asset Management LLC	0.10%	Reduce -0.0%	89,305	$2.4M
Caldwell Trust Co	0.23%	Reduce -0.6%	89,111	$2.4M
WCG Wealth Advisors LLC	0.15%	Reduce -3.1%	88,892	$2.4M
Blue Bell Private Wealth Management, LLC	0.37%	Add +0.6%	88,763	$2.4M
Bison Wealth, LLC	0.22%	Reduce -88.3%	91,029	$2.4M
Hurley Capital, LLC	1.36%	Add +6.1%	88,398	$2.4M
Susquehanna International Group, LLP	0.00%	Add +36.1%	88,288	$2.4M
Opes Wealth Management LLC	0.42%	Add +2.5%	87,925	$2.4M
Freestate Advisors LLC	2.01%	Add +0.8%	87,924	$2.4M
North Forty Two & Co.	2.32%	Add +0.5%	87,078	$2.4M
O'shaughnessy Asset Management, LLC	0.01%	Add +68.5%	86,939	$2.4M
Myecfo, LLC	1.08%	Add +2.3%	86,927	$2.4M
Bryn Mawr Trust Advisors, LLC	0.12%	Reduce -13.0%	86,554	$2.4M
Principia Wealth Advisory, LLC	1.68%	Add +632.7%	86,323	$2.4M
Weaver Consulting Group	0.59%	Reduce -3.6%	85,645	$2.3M
Fiscal Wisdom Wealth Management, LLC	2.21%	—	86,335	$2.3M
SpringVest Wealth Management LLC	1.71%	Add +3.5%	85,237	$2.3M
RIA Advisory Group LLC	0.60%	Reduce -2.7%	84,902	$2.3M
Barnes Wealth Management Group, Inc	1.28%	Add +1.5%	84,899	$2.3M
Physician Wealth Advisors, Inc.	0.33%	Reduce -15.0%	84,156	$2.3M
Stokes Family Office, LLC	0.22%	Add +0.2%	83,571	$2.3M
Fermata Advisors, LLC	0.57%	Add +2.7%	82,803	$2.3M
First National Bank of Mount Dora, Trust Investment Services	0.50%	No change	82,452	$2.3M
Krilogy Financial LLC	0.08%	Add +1.9%	84,250	$2.2M
Balentine LLC	0.08%	No change	81,459	$2.2M
Pennsylvania Capital Management Inc.	0.65%	Reduce -7.9%	81,365	$2.2M
Bangor Savings Bank	0.18%	Reduce -0.2%	81,298	$2.2M
Second Half Financial Partners, LLC	0.98%	Add +2.4%	81,271	$2.2M
Providence Capital Advisors, LLC	0.38%	Add +6.6%	81,111	$2.2M
Pasadena Private Wealth, LLC	0.32%	Reduce -1.9%	80,924	$2.2M
Register Financial Advisors LLC	0.86%	Reduce -14.6%	80,475	$2.2M
Great Waters Wealth Management	0.26%	Reduce -6.9%	79,615	$2.2M
CPC Advisors, LLC	0.23%	Reduce -6.1%	78,773	$2.2M
Aprio Wealth Management, LLC	0.21%	Reduce -7.1%	78,756	$2.2M
Wealthgarden F.S. LLC	1.53%	Reduce -1.9%	79,556	$2.1M
CORDA Investment Management, LLC.	0.15%	Add +9.3%	77,668	$2.1M
Miramar Capital, LLC	0.47%	No change	77,609	$2.1M
Maripau Wealth Management LLC	1.06%	Add +50.5%	77,038	$2.1M
North Star Investment Management Corp.	0.13%	Add +7.3%	76,618	$2.1M
White Knight Strategic Wealth Advisors, LLC	1.63%	Reduce -9.8%	76,037	$2.1M
Liberty One Investment Management, LLC	0.12%	Reduce -2.6%	75,174	$2.1M
GHP Investment Advisors, Inc.	0.09%	Add +1.9%	74,849	$2.0M
Clarius Group, LLC	0.12%	Add +1.8%	74,846	$2.0M
BLB&B Advisors, LLC	0.09%	Reduce -12.1%	74,575	$2.0M
Peregrine Asset Advisers, Inc.	0.61%	Reduce -0.7%	74,558	$2.0M
waypoint wealth counsel	0.80%	Reduce -5.7%	74,331	$2.0M
Retirement Planning Group, LLC	0.07%	Add +219.3%	73,839	$2.0M
Fairscale Capital, LLC	1.38%	Add +0.1%	73,593	$2.0M
Marquette Asset Management, LLC	0.31%	Reduce -76.3%	73,495	$2.0M
Squarepoint Ops LLC	0.00%	Reduce -21.2%	73,143	$2.0M
Latitude Advisors, LLC	0.91%	Reduce -4.3%	72,906	$2.0M
Patriot Financial Group Insurance Agency, LLC	0.25%	Add +3.6%	72,785	$2.0M
MFG Wealth Management, Inc.	1.50%	New	72,768	$2.0M
B & T Capital Management DBA Alpha Capital Management	0.31%	Reduce -7.3%	72,453	$2.0M
RDA Financial Network	0.49%	Reduce -0.4%	72,323	$2.0M
Concord Asset Management, LLC	0.36%	Reduce -45.1%	72,085	$2.0M
Empower Advisory Group, LLC	0.01%	Add +10.0%	72,052	$2.0M
Petra Financial Advisors Inc.	1.14%	Reduce -8.4%	71,928	$2.0M
Capasso Planning Partners LLC	1.22%	Reduce -15.8%	71,433	$2.0M
Tred Avon Family Wealth, LLC	0.67%	—	71,198	$1.9M
Enclave Advisors LLC	0.30%	Reduce -19.6%	71,153	$1.9M
Fiducient Advisors LLC	0.23%	Add +2.5%	71,116	$1.9M
Root Financial Partners, LLC	0.12%	Add +43.8%	71,056	$1.9M
GC Wealth Management RIA, LLC	0.06%	Add +450.9%	71,036	$1.9M
OneAscent Financial Services LLC	0.13%	Add +16.6%	70,731	$1.9M
Capital Squared Financial LLC	1.67%	Add +34.4%	70,671	$1.9M
Prospect Financial Services LLC	1.11%	Reduce -1.4%	70,605	$1.9M
Coldstream Capital Management Inc.	0.03%	Add +0.0%	70,361	$1.9M
Naples Global Advisors, LLC	0.15%	Reduce -2.3%	69,996	$1.9M
United Advisor Group, LLC	0.26%	Add +6.9%	69,931	$1.9M
Ironwood Investment Counsel, LLC	0.28%	Add +88.1%	69,659	$1.9M
Financial Engines Advisors L.L.C.	0.00%	Add +28.8%	69,659	$1.9M
Bernard Wealth Management Corp.	0.79%	Reduce -80.1%	69,574	$1.9M
Viawealth, LLC	1.03%	Reduce -16.4%	69,351	$1.9M
BOK Financial Private Wealth, Inc.	0.12%	Reduce -5.8%	69,319	$1.9M
JMG Financial Group, Ltd.	0.05%	Add +72.9%	69,296	$1.9M
Cathy Pareto & Associates, Inc.	1.42%	Add +0.9%	68,915	$1.9M
Aegis Wealth Management LLC	1.01%	Reduce -31.3%	68,811	$1.9M
BCGM Wealth Management, LLC	0.49%	Add +6.7%	68,765	$1.9M
Private Trust Co. NA	0.17%	Reduce -2.8%	68,507	$1.9M
KFG Wealth Management, LLC	0.27%	Add +38.7%	68,332	$1.9M
Whitener Capital Management, Inc.	0.45%	Reduce -2.5%	68,184	$1.9M
Bell Bank	0.08%	Add +69.6%	67,943	$1.9M
MainStreet Investment Advisors LLC	0.25%	Add +63.5%	67,610	$1.8M
Janney Capital Management LLC	0.11%	Reduce -1.1%	67,114	$1.8M
Core Wealth Advisors, Inc.	0.48%	Add +6.2%	67,042	$1.8M
World Equity Group, Inc.	0.42%	Add +3.7%	67,020	$1.8M
Kovack Advisors, Inc.	0.17%	Reduce -4.2%	66,695	$1.8M
Note Advisors, LLC	1.08%	Add +11.2%	66,379	$1.8M
Financial Perspectives, Inc	0.50%	Add +22.1%	66,247	$1.8M
Founders Financial Alliance, LLC	0.34%	Reduce -1.4%	66,063	$1.8M
Teamwork Financial Advisors, LLC	0.20%	Reduce -6.6%	66,006	$1.8M
Diametric Capital, LP	0.67%	Add +17.6%	65,682	$1.8M
Wills Financial Group LLC	0.73%	Add +7.7%	65,441	$1.8M
FourThought Financial Partners, LLC	0.16%	No change	65,427	$1.8M
Costello Asset Management, INC	0.59%	Reduce -17.3%	64,529	$1.8M
Forefront Wealth Partners, LLC	0.44%	Reduce -29.5%	64,325	$1.8M
MassMutual Private Wealth & Trust, FSB	0.04%	Add +68.9%	64,225	$1.8M
Elevate Wealth Advisory, Inc.	1.27%	Add +0.7%	64,054	$1.7M
Vanguard Group Inc.	0.00%	Add +4.1%	63,951	$1.7M
Chapman Financial Group, LLC	1.20%	Add +24.1%	63,516	$1.7M
AllGen Financial Advisors, Inc.	0.43%	Reduce -51.0%	63,472	$1.7M
Agate Pass Investment Management, LLC	0.66%	Reduce -14.1%	63,213	$1.7M
Comprehensive Financial Planning, Inc.	1.17%	Add +0.6%	62,600	$1.7M
Planning Alternatives Ltd.	0.22%	Reduce -0.9%	62,518	$1.7M
Salem Investment Counselors Inc.	0.05%	Reduce -10.4%	62,188	$1.7M
BG Investment Services, LLC	1.67%	Add +82.8%	62,076	$1.7M
Creative Financial Designs Inc.	0.11%	Reduce -26.0%	61,864	$1.7M
Independent Advisor Alliance	0.04%	Add +4.1%	61,828	$1.7M
Evanson Asset Management, LLC	0.10%	Add +1.7%	61,746	$1.7M
Embree Financial Group	0.23%	Reduce -6.7%	61,518	$1.7M
Park Edge Advisors, LLC	0.39%	Add +7.8%	61,230	$1.7M
Maple Capital Management, Inc.	0.11%	Reduce -7.2%	61,179	$1.7M
Covington Investment Advisors Inc.	0.22%	Add +206.1%	60,825	$1.7M
Townsend Asset Management Corp. /NC/	0.59%	Reduce -3.9%	60,706	$1.7M
International Assets Investment Management, LLC	0.13%	Reduce -1.6%	61,074	$1.7M
WealthShield Partners, LLC	0.19%	Add +0.3%	60,107	$1.6M
HUB Investment Partners, LLC	0.06%	Reduce -6.1%	59,724	$1.6M
OMNI 360 Wealth, Inc.	0.91%	Reduce -6.5%	59,326	$1.6M
Silvia McColl Wealth Management, LLC	1.09%	Reduce -59.0%	58,813	$1.6M
Asset Dedication, LLC	0.11%	Reduce -7.5%	58,609	$1.6M
Modus Advisors, LLC	0.43%	Reduce -0.2%	58,401	$1.6M
Sagespring Wealth Partners, LLC	0.03%	Reduce -9.1%	57,957	$1.6M
Probity Advisors, Inc.	0.25%	Add +83.5%	57,572	$1.6M
Focused Wealth Management, Inc	0.17%	Add +21.9%	57,127	$1.6M
Astoria Portfolio Advisors LLC.	0.41%	Reduce -3.9%	57,174	$1.6M
Bond & Devick Financial Network, Inc.	0.47%	Reduce -4.5%	56,910	$1.6M
One Charles Private Wealth Services, LLC	0.41%	Reduce -24.2%	56,849	$1.6M
Ascentis Independent Advisors	0.26%	Add +6.6%	56,373	$1.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.18%	Add +0.0%	56,364	$1.5M
MIdWestOne Financial Group, Inc.	0.19%	Add +1.6%	56,098	$1.5M
Money Concepts Capital Corp.	0.09%	Reduce -20.7%	56,021	$1.5M
Zhang Financial LLC	0.06%	Add +0.4%	55,763	$1.5M
Mezzasalma Advisors, LLC	0.39%	Add +203.7%	55,214	$1.5M
Fairview Capital Investment Management, LLC	0.08%	Add +8.9%	55,110	$1.5M
Tiaa Trust, National Association	0.00%	Add +16.4%	55,063	$1.5M
Essex Financial Services, Inc.	0.09%	Reduce -5.0%	54,891	$1.5M
Brass Tax Wealth Management, Inc.	0.25%	Reduce -89.1%	54,837	$1.5M
Pacific Wealth Strategies Group, Inc.	0.91%	Add +0.1%	54,351	$1.5M
Indie Asset Partners, LLC	1.97%	Reduce -3.1%	54,235	$1.5M
Outfitters Financial LLC	1.20%	Reduce -4.1%	54,170	$1.5M
Medallion Wealth Advisors, LLC	0.53%	Reduce -26.7%	54,168	$1.5M
REDW Wealth LLC	0.56%	Add +3.5%	54,160	$1.5M
SVB Wealth LLC	0.08%	Reduce -9.4%	54,057	$1.5M
Clark Wealth Partners	0.89%	Reduce -91.2%	53,443	$1.5M
Laird Norton Wetherby Wealth Management, LLC	0.06%	Reduce -42.3%	53,548	$1.5M
GWN Securities Inc.	0.34%	Reduce -34.1%	53,287	$1.5M
Elevation Capital Advisory, LLC	0.58%	Add +3.2%	53,313	$1.5M
Milestone Asset Management Group, LLC	0.91%	Add +5.4%	52,929	$1.4M
Natixis Advisors, LLC	0.00%	Reduce -14.4%	52,838	$1.4M
Mission Wealth Management, LP	0.03%	Add +78.7%	52,751	$1.4M
Ehrlich Financial Group	0.85%	Reduce -1.6%	52,726	$1.4M
Legacy Capital Wealth Partners, LLC	0.31%	Add +9.3%	52,725	$1.4M
Gradient Investments LLC	0.02%	Add +9.9%	52,496	$1.4M
Elevation Point Wealth Partners, LLC	0.10%	New	52,483	$1.4M
San Luis Wealth Advisors LLC	0.26%	Add +1.5%	52,444	$1.4M
Great Lakes Advisors, LLC	0.01%	Reduce -9.3%	52,397	$1.4M
Inscription Capital, LLC	0.15%	Reduce -2.0%	52,310	$1.4M
Grantvest Financial Group LLC	0.99%	Reduce -4.9%	52,297	$1.4M
Thrive Wealth Management, LLC	0.22%	Reduce -4.8%	52,230	$1.4M
Attessa Capital LLC	0.84%	Reduce -22.2%	52,076	$1.4M
Integrity Alliance, Llc.	0.07%	Add +16.8%	52,072	$1.4M
West Bancorporation Inc.	0.79%	Reduce -2.9%	51,991	$1.4M
Signet Investment Advisory Group, Inc.	0.68%	Reduce -1.9%	51,946	$1.4M
Capital Advisory Group Advisory Services, LLC	0.44%	Add +19.9%	51,913	$1.4M
Graney & King, LLC	0.98%	Reduce -21.4%	51,851	$1.4M
Private Advisory Group LLC	0.12%	Reduce -5.4%	51,638	$1.4M
Wulff, Hansen & Co.	1.21%	Reduce -0.9%	51,550	$1.4M
Diversified Trust Co.	0.03%	Reduce -0.5%	51,083	$1.4M
Advisory Resource Group	0.25%	Reduce -14.2%	51,054	$1.4M
Altus Wealth Group LLC	0.57%	Reduce -5.2%	51,029	$1.4M
Westbourne Investments, Inc.	0.67%	Add +9.7%	52,055	$1.4M
Missouri Trust & Investment Co	0.41%	Reduce -1.0%	50,908	$1.4M
BLVD Private Wealth, LLC	1.19%	Add +1.1%	50,800	$1.4M
Semus Wealth Partners LLC	0.78%	Reduce -0.9%	50,559	$1.4M
Inspire Advisors, LLC	0.13%	New	50,266	$1.4M
Parkside Financial Bank & Trust	0.11%	Add +11.0%	50,202	$1.4M
Eagle Harbor Asset Management Inc.	1.19%	Add +0.0%	50,156	$1.4M
Harbor Asset Planning, Inc.	1.22%	Add +0.9%	49,983	$1.4M
Aspen Investment Management Inc	0.53%	Add +155.9%	49,926	$1.4M
Ethos Financial Group, LLC	0.11%	Add +2.5%	49,860	$1.4M
Galvin, Gaustad & Stein, LLC	0.11%	Add +8.4%	49,850	$1.4M
Guardian Wealth Management, Inc.	0.80%	Reduce -4.2%	49,425	$1.3M
Meridian Wealth Partners, LLC	0.19%	Reduce -27.4%	49,338	$1.3M
Precedent Wealth Partners, LLC	0.30%	Reduce -5.6%	49,270	$1.3M
Woodmont Investment Counsel LLC	0.09%	Reduce -0.2%	49,185	$1.3M
ETF Store, Inc.	1.42%	Add +5.6%	49,022	$1.3M
Capital Square, LLC	0.68%	Reduce -47.4%	48,749	$1.3M
XY Planning Network, Inc.	0.45%	No change	49,563	$1.3M
Brooks, Moore & Associates, Inc.	0.67%	Reduce -91.4%	1,965	$1.3M
BXM Wealth LLC	1.23%	Reduce -13.2%	49,713	$1.3M
Royal Capital Wealth Management, LLC	0.80%	Add +0.2%	47,533	$1.3M
West Michigan Advisors, LLC	0.31%	Reduce -14.7%	47,494	$1.3M
Transcend Capital Advisors, LLC	0.09%	Reduce -1.6%	47,477	$1.3M
Clear Creek Financial Management, LLC	0.11%	Add +1.6%	46,936	$1.3M
Rwa Wealth Partners, LLC	0.01%	Add +1.8%	46,558	$1.3M
17 Capital Partners, LLC	0.69%	Reduce -2.7%	46,435	$1.3M
Disciplined Investors, L.L.C.	0.90%	Reduce -1.1%	46,310	$1.3M
SYM FINANCIAL Corp	0.13%	Reduce -3.0%	45,873	$1.3M
TruNorth Capital Management, LLC	0.25%	Add +2.4%	45,386	$1.2M
Haverford Trust Co	0.01%	Add +22.5%	45,383	$1.2M
Hilltop National Bank	0.30%	No change	45,150	$1.2M
Evergreen Wealth Management, LLC	0.64%	Reduce -4.5%	45,011	$1.2M
Bleakley Financial Group, LLC	0.03%	Reduce -15.8%	44,667	$1.2M
WealthBridge Capital Management, LLC	0.29%	Reduce -5.1%	44,572	$1.2M
Wingate Wealth Advisors, Inc.	0.84%	Reduce -14.6%	44,566	$1.2M
W Advisors, LLC	0.64%	Add +10.0%	44,556	$1.2M
Capital Advisors Inc.	0.02%	Add +5.1%	44,388	$1.2M
West Oak Capital, LLC	0.60%	Reduce -30.0%	44,380	$1.2M
RHS Financial, LLC	0.63%	Reduce -3.9%	44,159	$1.2M
Guardian Asset Advisors, LLC	0.65%	Reduce -34.4%	44,100	$1.2M
Commonwealth Retirement Investments LLC	0.41%	Reduce -17.4%	43,929	$1.2M
First Wilshire Securities Management Inc.	0.32%	No change	43,875	$1.2M
Summit Wealth Partners, LLC	0.21%	Add +9.3%	43,587	$1.2M
Journey Strategic Wealth LLC	0.03%	Reduce -60.6%	43,502	$1.2M
Allie Family Office LLC	0.56%	Add +0.3%	43,245	$1.2M
McGlone Suttner Wealth Management, Inc.	0.16%	Add +0.4%	43,016	$1.2M
BNC Wealth Management, LLC	0.29%	Reduce -2.5%	42,687	$1.2M
Compass Ion Advisors, LLC	0.11%	Reduce -5.1%	42,627	$1.2M
Marino, Stram & Associates LLC	0.21%	Add +0.2%	42,585	$1.2M
Washington Trust Advisors, Inc.	0.09%	Add +1.0%	42,475	$1.2M
Joel Isaacson & Co., LLC	0.04%	Add +0.2%	42,455	$1.2M
Landaas & Co. /Wi	0.26%	No change	42,420	$1.2M
American Trust	0.10%	Add +140.4%	42,277	$1.2M
First National Bank & Trust Co. of Newtown	0.22%	Add +10.9%	42,270	$1.2M
Two Sigma Investments, LP	0.00%	New	41,941	$1.1M
Bogart Wealth, LLC	0.05%	Add +33.4%	41,763	$1.1M
One Day In July LLC	0.10%	Reduce -20.8%	41,732	$1.1M
Kanawha Capital Management LLC	0.08%	No change	41,722	$1.1M
Holderness Investments Co.	0.23%	Add +13.4%	41,642	$1.1M
Gries Financial LLC	0.18%	Add +5.0%	41,641	$1.1M
Retirement Guys Formula LLC	0.40%	Reduce -12.1%	41,237	$1.1M
Cottage Street Advisors LLC	0.48%	Add +3.0%	41,103	$1.1M
Verdence Capital Advisors LLC	0.06%	Add +25.8%	41,369	$1.1M
Murphy, Middleton, Hinkle & Parker, Inc.	0.54%	Reduce -10.0%	40,538	$1.1M
Boyce & Associates Wealth Consulting, Inc.	0.90%	Add +3.7%	40,482	$1.1M
First Manhattan Co. Llc.	0.00%	Reduce -10.5%	40,430	$1.1M
Sonora Investment Management Group, LLC	0.08%	Add +3.2%	40,398	$1.1M
Cynosure Group, LLC	0.12%	Add +0.1%	40,266	$1.1M
Secure Asset Management, LLC	0.18%	Reduce -2.0%	39,916	$1.1M
Aspiriant, LLC	0.03%	Reduce -11.5%	40,109	$1.1M
BlackRock, Inc.	0.00%	Add +15.2%	40,106	$1.1M
Next Capital Management LLC	0.36%	Add +2.2%	39,869	$1.1M
Traphagen Investment Advisors LLC	0.09%	Add +29.7%	39,568	$1.1M
Yoder Wealth Management, Inc.	0.51%	Reduce -1.5%	39,441	$1.1M
Walkner Condon Financial Advisors LLC	0.17%	Add +10.0%	39,432	$1.1M
Baker Tilly Wealth Management, LLC	0.24%	Add +0.9%	39,418	$1.1M
VestGen Advisors, LLC	0.04%	Reduce -7.5%	39,376	$1.1M
MidAtlantic Capital Management, Inc.	0.73%	Reduce -41.1%	39,310	$1.1M
Verum Partners LLC	0.23%	Reduce -8.3%	39,285	$1.1M
Collaborative Wealth Managment Inc.	0.43%	Reduce -0.8%	39,157	$1.1M
Glass Jacobson Investment Advisors llc	0.39%	Reduce -4.2%	39,095	$1.1M
Factor Wealth Management LTD	0.27%	Add +1.1%	38,869	$1.1M
Magnolia Capital Advisors LLC	0.28%	Add +11.0%	38,781	$1.1M
Boyum Wealth Architects LLC	0.65%	Add +3.0%	38,652	$1.1M
Gotham Asset Management	0.00%	New	38,389	$1.0M
Rather & Kittrell, Inc.	0.18%	No change	38,361	$1.0M
Colorado Capital Management, Inc.	0.40%	Add +1.9%	38,275	$1.0M
KG Capital Management	0.28%	Add +98.9%	37,570	$1.0M
Squire Investment Management Company, LLC	0.33%	Add +9.0%	37,440	$1.0M
TD Capital Management LLC	0.09%	Reduce -4.4%	37,355	$1.0M
Insight Wealth Partners, LLC	0.45%	Add +3.9%	37,287	$1.0M
Ally Invest Advisors Inc.	0.07%	Add +4.1%	37,233	$1.0M
Modera Wealth Management, LLC	0.01%	Reduce -3.7%	37,233	$1.0M
Advance Capital Management, Inc.	0.04%	Reduce -6.9%	37,066	$1.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC	0.34%	Add +1.2%	37,114	$1.0M
Creegan & Nassoura Financial Group, LLC	0.65%	Reduce -2.0%	36,732	$1.0M
Gateway Wealth Partners, LLC	0.13%	Add +48.9%	36,573	$998K
Vanguard Capital Wealth Advisors	0.80%	Add +2.4%	36,565	$998K
FAS Wealth Partners, Inc.	0.07%	Add +1.6%	36,350	$992K
CWA Asset Management Group, LLC	0.04%	Add +0.2%	36,308	$991K
Buska Wealth Management, LLC	0.30%	Reduce -0.3%	36,289	$991K
Transatlantique Private Wealth LLC	0.32%	Add +27.7%	36,260	$990K
Narwhal Capital Management	0.07%	Reduce -0.7%	36,226	$989K
JBR Co Financial Management Inc	0.41%	Reduce -7.7%	35,635	$973K
RPS Advisory Solutions LLC	0.48%	Add +10.3%	35,532	$970K
Pinion Investment Advisors, LLC	0.26%	Add +95.3%	35,470	$959K
Farmers & Merchants Investments Inc.	0.03%	No change	35,022	$956K
Morling Financial Advisors, LLC	0.32%	Reduce -3.0%	35,014	$956K
Clearview Wealth Advisors LLC	0.61%	Reduce -4.5%	34,796	$950K
Code Waechter LLC	0.62%	Add +0.5%	35,341	$950K
First Financial Group Corp	0.82%	Reduce -2.1%	34,774	$949K
CPA Asset Management Group, LLC	0.37%	New	34,735	$948K
C M Bidwell & Associates Ltd.	0.45%	No change	34,502	$942K
Demars Financial Group, LLC	0.33%	Add +8.5%	34,485	$941K
Ellis Investment Partners, LLC	0.17%	Add +1.1%	34,365	$938K
Mfa Wealth Advisors, LLC	0.20%	Reduce -97.3%	34,226	$934K
Aaron Wealth Advisors LLC	0.06%	Reduce -0.4%	34,045	$929K
Moors & Cabot, Inc.	0.04%	Add +5.6%	34,017	$929K
Magnus Financial Group LLC	0.07%	Add +17.7%	33,707	$920K
Tandem Financial, LLC	0.34%	New	33,435	$913K
MCF Advisors LLC	0.06%	Add +135.4%	33,358	$911K
Wealthcare Capital Management LLC	0.09%	Reduce -1.6%	33,340	$910K
SageView Advisory Group, LLC	0.03%	Add +0.2%	33,331	$910K
Bradley Foster & Sargent Inc.	0.01%	Add +22.0%	33,211	$907K
Beaumont Financial Advisors, LLC	0.06%	Reduce -1.4%	33,092	$903K
Stratos Investment Management, LLC	0.04%	Reduce -62.2%	33,068	$903K
Paulson Wealth Management Inc.	0.21%	Reduce -3.3%	32,861	$897K
Valley Financial Group, Inc.	0.51%	Reduce -5.7%	32,806	$896K
Triton Wealth Management, PLLC	0.34%	Reduce -17.3%	33,468	$894K
Sound Income Strategies, LLC	0.05%	Add +432.1%	33,089	$893K
Full Sail Capital, LLC	0.05%	Add +1.6%	32,448	$886K
Florida Trust Wealth Management Co	0.03%	Add +7.3%	32,405	$885K
Darrow Company, Inc.	0.41%	Add +1.0%	32,653	$883K
Cooper Financial Group	0.10%	Reduce -94.9%	32,210	$879K
Manufacturers Life Insurance Company, The	0.00%	New	32,198	$879K
Bellevue Asset Management, LLC	0.40%	Reduce -3.7%	31,877	$870K
Traynor Capital Management, Inc.	0.05%	Add +21.3%	31,837	$869K
Cornerstone Wealth Management, LLC	0.05%	Add +1.4%	31,745	$867K
Heritage Wealth Management, Inc.	0.59%	New	31,700	$865K
Brand Asset Management Group, Inc.	0.24%	New	31,516	$860K
Patten & Patten Inc.	0.05%	Reduce -5.6%	31,488	$860K
Wood Tarver Financial Group, LLC	0.25%	Reduce -2.7%	31,464	$858K
Trustmark Bank Trust Department	0.06%	Reduce -12.8%	31,417	$858K
Rothschild Investment LLC	0.05%	Add +21.2%	31,289	$854K
Round Rock Advisors LLC	0.14%	Add +0.5%	31,278	$854K
Wernau Asset Management Inc.	0.88%	No change	31,209	$852K
Soundwatch Capital LLC	0.14%	Reduce -11.0%	31,191	$852K
Avalon Capital Management	0.21%	No change	31,050	$848K
CGN Advisors LLC	0.07%	Add +27.1%	31,030	$847K
Moloney Securities Asset Management, LLC	0.10%	Reduce -0.4%	30,953	$845K
Planned Solutions, Inc.	0.29%	Add +22.2%	30,838	$842K
Valicenti Advisory Services Inc.	0.18%	Add +4.1%	30,705	$838K
Meridian Management Co.	0.22%	Add +0.9%	30,685	$838K
Blueprint Investment Partners LLC	0.12%	New	30,557	$834K
Wealth Alliance, LLC	0.09%	Reduce -9.8%	30,385	$829K
SWS Partners	0.20%	Reduce -3.7%	30,315	$828K
Old Mission Investment Co LLC	0.20%	Add +13.5%	30,243	$826K
Bank of New Hampshire	0.19%	Reduce -3.4%	30,230	$825K
Sunesis Advisors, LLC	0.38%	—	30,009	$819K
Leo Wealth, LLC	0.11%	Reduce -96.4%	29,983	$819K
Barnett & Company, Inc.	0.63%	Reduce -3.2%	29,939	$817K
Oarsman Capital, Inc.	0.11%	Reduce -0.6%	29,902	$816K
Blueprint Financial Advisors LLC	0.18%	New	29,739	$812K
Beacon Financial Advisory LLC	0.19%	Add +6.9%	29,612	$808K
Connecticut Wealth Management, LLC	0.04%	No change	29,600	$808K
Sage Financial Group Inc.	0.05%	Add +6.6%	29,560	$807K
Ironwood Financial, llc	0.14%	Add +43.5%	29,396	$803K
TFR Capital, LLC.	0.27%	Reduce -0.1%	29,329	$801K
Certuity, LLC	0.05%	Add +2.3%	22,451	$799K
SteelPeak Wealth, LLC	0.03%	New	29,107	$795K
National Bank of Canada	0.00%	Reduce -41.5%	29,106	$794K
Ancora Advisors LLC	0.02%	Reduce -5.2%	28,925	$790K
CCG Wealth Management, LLC	0.37%	No change	28,659	$782K
Bailard, Inc.	0.02%	No change	28,538	$779K
Fort Sheridan Advisors LLC	0.10%	Add +11.5%	28,506	$778K
Councilor Wealth, LLC	0.36%	Add +1.2%	28,457	$777K
Van Cleef Asset Management,Inc	0.08%	Add +0.0%	28,433	$776K
Bartlett & Co. Wealth Management LLC	0.01%	Reduce -2.1%	28,430	$776K
Wilkins Miller Wealth Management, LLC	0.48%	Reduce -0.6%	28,429	$776K
Stonebrook Private Inc.	0.17%	Add +0.3%	28,422	$776K
Orcam Financial Group	0.63%	Reduce -0.3%	28,355	$774K
Daymark Wealth Partners, LLC	0.03%	Add +77.4%	28,349	$774K
O'ROURKE & COMPANY, Inc	0.32%	Add +11.9%	28,300	$773K
Level Wealth Management LLC	0.41%	Add +0.5%	28,267	$772K
Carret Asset Management, LLC	0.08%	Add +6.6%	28,261	$772K
Oxbow Advisors, LLC	0.07%	Add +88.2%	28,241	$771K
DDD Partners, LLC	0.05%	Reduce -97.7%	28,144	$768K
Rench Wealth Management, Inc.	0.22%	Reduce -3.8%	27,868	$761K
Balefire, LLC	0.15%	Reduce -4.0%	27,775	$758K
Firestone Capital Management	0.16%	Reduce -14.2%	27,743	$757K
Nicholas Hoffman & Company, LLC.	0.02%	Add +66.6%	27,729	$757K
Institute for Wealth Management, LLC.	0.08%	Reduce -9.7%	27,594	$753K
Brasada Capital Management, LP	0.13%	No change	27,552	$753K
North Star Asset Management Inc.	0.03%	Add +4.6%	27,581	$753K
Weik Capital Management	0.28%	Reduce -1.1%	27,505	$751K
Webster Bank, N. A.	0.07%	Reduce -21.1%	27,441	$749K
Strategies Wealth Advisors, LLC	0.08%	Reduce -1.9%	27,372	$747K
Fusion Capital, LLC	0.22%	Add +16.9%	27,793	$743K
Pinnacle Bancorp, Inc.	0.22%	Reduce -16.4%	27,186	$742K
Badgley Phelps Wealth Managers, LLC	0.02%	Add +0.3%	27,067	$739K
Howe & Rusling Inc.	0.05%	Reduce -3.1%	26,999	$737K
Sawgrass Asset Management LLC	0.09%	Add +0.5%	26,977	$736K
Hayek Kallen Investment Management	0.23%	Reduce -18.3%	26,911	$735K
Summit Wealth & Retirement Planning, Inc.	0.18%	Add +1.7%	26,846	$733K
Rainey & Randall Wealth Advisors Inc.	0.12%	Add +0.6%	26,779	$731K
Schmidt P J Investment Management Inc.	0.12%	Reduce -5.6%	26,689	$729K
Front Row Advisors LLC	0.24%	Reduce -1.3%	26,631	$727K
Diversify Advisory Services, LLC	0.02%	Reduce -18.6%	27,354	$724K
Forum Financial Management, LP	0.01%	Add +6.5%	26,513	$724K
Evergreen Capital Management LLC	0.02%	Add +32.8%	26,501	$723K
Freestone Capital Holdings, LLC	0.02%	Add +4.9%	26,306	$718K
V. M. Manning & Co., Inc.	0.65%	No change	25,668	$716K
McAlister, Sweet & Associates, Inc.	0.47%	Add +5.7%	26,153	$714K
Ameriflex Group, Inc.	0.27%	Reduce -66.0%	26,137	$714K
Builder Investment Group Inc.	0.16%	Add +0.2%	26,118	$713K
Triad Wealth Partners, LLC	0.09%	New	26,096	$712K
FSB Premier Wealth Management, Inc.	0.23%	Add +21.3%	25,848	$706K
FSM Wealth Advisors, LLC	0.10%	Reduce -1.4%	25,833	$705K
Capital Management Associates, Inc	0.19%	Add +0.5%	25,810	$705K
Austin Private Wealth, LLC	0.05%	Add +6.8%	25,671	$701K
Ted Buchan & Co	0.27%	Reduce -91.3%	25,632	$700K
Key Financial Inc	0.13%	No change	25,340	$698K
Perissos Private Wealth Management, LLC	0.51%	Reduce -1.6%	25,524	$697K
Meriwether Wealth & Planning, LLC	0.40%	Reduce -28.0%	25,449	$695K
Chapin Davis, Inc.	0.17%	Reduce -6.1%	25,407	$694K
Bonfire Financial	0.53%	Reduce -9.1%	25,365	$692K
Smart Portfolios, LLC	0.67%	Reduce -1.9%	25,345	$692K
Greenhouse Wealth Management, LLC	0.41%	Reduce -1.8%	25,265	$690K
Red Crane Wealth Management, LLC	0.58%	Reduce -2.3%	25,249	$689K
FSA Investment Group, LLC	0.43%	Add +1.0%	25,033	$689K
American Capital Advisory, LLC	0.32%	Add +0.6%	25,129	$686K
Invst, LLC	0.08%	Reduce -8.1%	25,119	$686K
XTX Topco Ltd	0.04%	Reduce -17.4%	25,110	$686K
Insight Inv LLC	0.40%	New	24,974	$682K
LifePlan Financial, LLC	0.54%	Add +0.5%	24,924	$680K
Eldridge Investment Advisors, Inc.	0.15%	Reduce -29.6%	24,896	$680K
GRIMES & Co WEALTH MANAGEMENT, LLC	0.02%	Add +14.3%	24,883	$679K
Clear Point Advisors Inc.	0.53%	Reduce -8.7%	24,825	$678K
Paladin Advisory Group, LLC	0.53%	Reduce -83.0%	24,784	$677K
Johnson Financial Group, Inc.	0.03%	Add +0.1%	24,724	$675K
Capital Advisors Wealth Management, LLC	0.10%	Add +4.0%	24,598	$672K
Burke & Herbert Bank & Trust Co.	0.14%	Add +125.2%	24,515	$669K
Brookwood Investment Group LLC	0.09%	Add +9.7%	24,464	$668K
Ridgecrest Wealth Partners, LLC	0.30%	Add +3.2%	24,391	$666K
Loudon Investment Management, LLC	0.35%	Reduce -21.3%	24,336	$664K
Facet Wealth, Inc.	0.01%	New	24,326	$664K
Nalls Sherbakoff Group, LLC	0.45%	No change	24,308	$664K
Trust Co. of Toledo NA	0.07%	Add +4.3%	24,283	$663K
Dominguez Wealth Management Solutions, Inc.	0.41%	Reduce -0.6%	23,942	$654K
Lederer & Associates Investment Counsel	0.42%	Reduce -5.0%	23,912	$653K
Bernardo Wealth Planning LLC	0.13%	Add +20.6%	23,887	$652K
KMG Fiduciary Partners, LLC	0.04%	Reduce -3.6%	23,837	$651K
Schrum Private Wealth Management LLC	0.48%	Add +0.7%	23,832	$651K
SP Asset Management LLC	0.05%	Add +0.9%	23,829	$651K
Russell Investments Group, Ltd.	0.00%	Reduce -12.3%	23,766	$649K
WFA of San Diego, LLC	0.44%	Reduce -0.3%	23,750	$648K
Rosenberg Matthew Hamilton	0.14%	Add +25.6%	23,732	$648K
Williams Jones Wealth Management, LLC.	0.01%	Reduce -10.5%	23,565	$643K
Stewardship Advisors, LLC	0.15%	Reduce -0.1%	23,501	$642K
Federated Hermes, Inc.	0.00%	Add +0.9%	23,490	$641K
Appleton Partners Inc.	0.04%	Reduce -3.8%	23,403	$639K
Lyell Wealth Management, LP	0.05%	Add +0.7%	23,329	$637K
Sharkey, Howes & Javer	0.08%	Reduce -8.2%	23,205	$634K
Cypress Capital, LLC	0.18%	Reduce -3.6%	23,179	$633K
Davis Wealth Advisors, LLC	0.57%	Add +0.4%	23,122	$631K
First Financial Corp.	0.25%	No change	23,031	$629K
Golden State Wealth Management, LLC	0.07%	Add +35.8%	23,020	$628K
Pure Financial Advisors, LLC	0.01%	Add +2.6%	23,014	$628K
Fulcrum Capital LLC	0.13%	No change	22,885	$625K
Conservest Capital Advisors, Inc.	0.06%	Add +5.2%	22,783	$622K
SOA Wealth Advisors, LLC.	0.10%	Reduce -12.4%	22,782	$622K
Aerodigm Wealth, LLC	0.26%	Reduce -3.2%	22,548	$621K
Dale Q Rice Investment Management Ltd	0.44%	No change	22,983	$621K
Gemmer Asset Management LLC	0.05%	No change	22,692	$620K
Baldwin Investment Management, LLC	0.07%	Reduce -0.3%	22,641	$618K
Jefferies Financial Group Inc.	0.01%	No change	22,638	$618K
Beacon Capital Management, LLC	0.09%	Reduce -7.3%	22,349	$610K
Breakwater Capital Group	0.09%	Reduce -5.7%	22,340	$610K
GPS Wealth Strategies Group, LLC	0.06%	Reduce -2.5%	22,331	$610K
Tiller Private Wealth, Inc.	0.22%	Reduce -1.8%	22,215	$606K
Avantra Family Wealth, Inc.	0.45%	Add +1.4%	22,148	$605K
Flagstar Securities, Inc.	0.18%	Add +93.1%	22,079	$603K
Cornell Pochily Investment Advisors, Inc.	0.18%	Reduce -4.8%	22,065	$602K
Fairway Wealth LLC	0.17%	No change	21,957	$599K
Investment Partners Asset Management, Inc.	0.39%	Add +0.3%	21,911	$598K
Martin Capital Partners, LLC	0.23%	Reduce -0.2%	21,916	$598K
Signaturefd, LLC	0.01%	Add +9.2%	21,826	$596K
Mission Creek Capital Partners, Inc.	0.12%	No change	21,575	$589K
Summit Trail Advisors, LLC	0.01%	Add +0.4%	21,541	$588K
Aldebaran Financial Inc.	0.59%	Reduce -0.1%	21,500	$587K
OMC Financial Services LTD	0.22%	Reduce -0.9%	21,480	$586K
Salomon & Ludwin, LLC	0.05%	Reduce -0.1%	21,353	$585K
Arete Wealth Advisors, LLC	0.04%	Reduce -0.5%	21,346	$583K
Brick & Kyle, Associates	0.21%	Add +0.3%	21,153	$577K
Advisor OS, LLC	0.05%	Add +4.3%	21,031	$574K
Novem Group	0.07%	Add +3.2%	21,022	$574K
Tidemark, LLC	0.17%	No change	20,976	$573K
Strata Wealth Advisors, LLC	0.15%	New	20,884	$570K
Vanguard Personalized Indexing Management, LLC	0.01%	No change	20,851	$569K
Verity & Verity, LLC	0.05%	Reduce -3.6%	20,802	$568K
FC Advisory LLC	0.17%	Add +1.2%	20,771	$567K
Lantern Wealth Advisors, LLC	0.30%	Add +1.5%	20,655	$564K
Patrick M Sweeney & Associates, Inc.	0.36%	Add +11.3%	20,634	$563K
Commonwealth Financial Services, LLC	0.10%	Reduce -9.0%	20,607	$563K
Bedel Financial Consulting, Inc.	0.07%	Reduce -0.9%	20,326	$555K
Cobblestone Capital Advisors LLC	0.03%	Add +0.3%	20,299	$554K
Centurion Wealth Management LLC	0.13%	New	20,260	$553K
Calamos Wealth Management LLC	0.02%	Reduce -2.8%	20,219	$552K
Colonial Trust Co / SC	0.07%	Add +9.9%	20,360	$552K
Balboa Wealth Partners	0.10%	Reduce -0.1%	20,158	$550K
Kelleher Financial Advisors	0.14%	Reduce -2.4%	20,040	$547K
Tranquility Partners, LLC	0.18%	Reduce -2.2%	19,944	$544K
Baker Avenue Asset Management, LP	0.01%	No change	19,674	$537K
Cross Staff Investments Inc	0.37%	No change	19,624	$536K
Mirador Capital Partners LP	0.08%	Reduce -5.2%	19,564	$534K
Obermeyer Wealth Partners	0.03%	No change	19,564	$534K
Iams Wealth Management, LLC	0.21%	New	19,554	$534K
Fidelis Capital Partners, LLC	0.04%	Add +4.2%	19,486	$532K
Engineers Gate Manager LP	0.01%	New	19,436	$531K
Sigma Investment Counselors Inc.	0.03%	Reduce -12.8%	19,397	$530K
Madison Wealth Partners, Inc	0.10%	Reduce -26.8%	19,332	$528K
Pflug Koory, LLC	0.25%	Add +10.2%	19,255	$526K
Seneca House Advisors	0.21%	Add +0.2%	19,224	$525K
Creekside Partners	0.23%	Reduce -2.1%	19,219	$525K
Cardiff Park Advisors, LLC	0.04%	Add +0.7%	19,105	$522K
Clarkston Capital Partners, LLC	0.01%	Reduce -3.2%	19,058	$520K
Nicolet Advisory Services, LLC	0.04%	Add +1.1%	18,905	$516K
Fearless Solutions, LLC dba Best Invest	0.33%	Reduce -1.9%	18,863	$515K
Bridgewealth Advisory Group, LLC	0.12%	Reduce -10.1%	18,812	$514K
Basepoint Wealth LLC	0.36%	Reduce -2.1%	18,727	$511K
Fulton Bank, N.A.	0.02%	New	18,624	$508K
PDS Planning, Inc	0.04%	Add +0.5%	18,587	$507K
Emergent Wealth Advisors, LLC	0.29%	Add +21.6%	18,552	$506K
Smith Salley Wealth Management	0.03%	Add +119.8%	18,473	$504K
Andrews, Lucia Wealth Management LLC	0.30%	Add +1.0%	18,364	$501K
Oldfather Financial Services, LLC	0.16%	Reduce -1.3%	18,260	$499K
Macroview Investment Management LLC	0.37%	New	18,243	$498K
Strategy Asset Managers LLC	0.09%	No change	18,208	$497K
Ring Mountain Capital, LLC	0.28%	Reduce -1.0%	18,222	$497K
Prelude Capital Management, LLC	0.04%	Reduce -16.9%	18,170	$496K
Wolfstich Capital, LLC	1.01%	No change	18,051	$493K
CM Wealth Advisors LLC	0.13%	Add +21.1%	18,027	$492K
Ullmann Wealth Partners Group, LLC	0.05%	No change	17,956	$490K
Sentinel Pension Advisors, LLC	0.08%	Reduce -3.9%	17,921	$489K
Mather Group, Llc.	0.00%	Add +0.0%	17,863	$488K
Omega Financial Group, LLC	0.16%	Add +0.9%	17,849	$487K
Godsey & Gibb, Inc.	0.04%	No change	17,830	$487K
Cornerstone Wealth Group, LLC	0.03%	Reduce -2.3%	17,783	$485K
Tsfg, LLC	0.08%	Add +0.5%	17,754	$485K
Zacks Investment Management	0.00%	Reduce -9.0%	17,728	$484K
Keystone Wealth Services, LLC	0.11%	Reduce -2.5%	17,714	$484K
Valley Wealth Managers, Inc.	0.03%	Add +3.2%	17,706	$483K
National Wealth Management Group, LLC	0.18%	Add +22.4%	17,694	$483K
Ashton Thomas Private Wealth, LLC	0.01%	Add +3.0%	17,644	$482K
Fiduciary Advisors, Inc.	0.39%	Add +1.0%	17,624	$481K
Impact Capital Partners LLC	0.14%	New	17,588	$480K
Centerpoint Advisors, LLC	0.15%	Add +0.2%	17,548	$479K
Andina Capital Management, LLC	0.27%	No change	17,505	$478K
Angeles Wealth Management, LLC	0.03%	Reduce -1.2%	17,463	$477K
Leisure Capital Management	0.16%	Reduce -4.0%	17,455	$477K
Heritage Oak Wealth Advisors LLC	0.18%	Add +1.7%	17,443	$476K
Patton Albertson Miller Group, LLC	0.06%	No change	17,431	$476K
Comprehensive Money Management Services LLC	0.34%	No change	17,375	$474K
Investmark Advisory Group LLC	0.21%	Add +0.3%	17,371	$474K
Acorn Financial Advisory Services Inc.	0.07%	Add +17.6%	17,345	$474K
Optima Capital LLC	0.23%	Reduce -21.4%	17,275	$472K
Faithward Advisors, LLC	0.07%	Reduce -34.9%	17,219	$470K
Element Wealth, LLC	0.20%	Add +19.9%	17,181	$469K
Meridian Wealth Advisors, LLC	0.07%	No change	17,163	$469K
Thompson Davis & Co., Inc.	0.29%	Add +8.4%	17,151	$468K
Etesian Wealth Advisors, Inc.	0.15%	Reduce -3.0%	17,146	$468K
Payne Capital LLC	0.47%	—	17,115	$467K
Capital Planning LLC	0.14%	Add +92.4%	17,002	$464K
Fairfield Financial Advisors, LTD	0.16%	Add +40.9%	16,922	$462K
Capital Advisors, Ltd. LLC	0.05%	Add +33.1%	16,815	$459K
Van Hulzen Asset Management, LLC	0.03%	Add +0.1%	16,812	$459K
Sightline Wealth Advisors, LLC	0.21%	Reduce -8.2%	16,807	$459K
Regions Financial Corp.	0.00%	Reduce -1.5%	16,767	$458K
Future Financial Wealth Managment LLC	0.29%	Reduce -92.2%	16,693	$456K
Carrera Capital Advisors	0.08%	Add +1.3%	16,674	$455K
1ST Source Bank	0.02%	No change	16,669	$455K
Midland Wealth Advisors, LLC	0.02%	Add +13.1%	16,635	$454K
Wealthstar Advisors, LLC	0.18%	Add +3.9%	16,607	$453K
Cura Wealth Advisors, LLC	0.17%	Add +0.3%	16,581	$453K
Integrity Financial Corp	0.22%	Add +58.6%	16,564	$452K
Octavia Wealth Advisors, LLC	0.04%	New	16,509	$451K
Northstar Financial Companies, Inc.	0.42%	Reduce -17.7%	16,491	$450K
CPR Investments Inc.	0.31%	Add +17.5%	16,475	$450K
Private Client Services, LLC	0.15%	Add +1.4%	16,449	$449K
Partners Wealth Management, LLC	0.44%	Add +25.7%	16,420	$448K
Davis R M Inc.	0.01%	Reduce -1.1%	16,345	$446K
Essex Bank	0.10%	Reduce -4.4%	16,338	$446K
Sovereign Financial Group, Inc.	0.08%	Reduce -0.9%	16,198	$442K
FineMark National Bank & Trust	0.01%	Reduce -36.9%	16,180	$442K
Darden Wealth Group Inc	0.23%	Reduce -5.0%	16,167	$441K
Westwood Holdings Group Inc.	0.00%	No change	16,163	$441K
DRW Securities, LLC	0.02%	New	16,142	$440K
Destination Wealth Management	0.01%	Reduce -12.8%	15,945	$435K
Mach-1 Financial Group, LLC	0.07%	Reduce -15.2%	15,940	$435K
Integrity Advisory Solutions, LLC	0.07%	—	15,940	$435K
1620 Investment Advisors, Inc.	0.30%	Add +101.6%	15,880	$434K
First Foundation Advisors	0.02%	Add +3.1%	15,878	$433K
Pine Valley Investments Ltd Liability Co	0.02%	Reduce -3.2%	15,871	$433K
Foster Victor Wealth Advisors, LLC	0.03%	New	15,783	$433K
Kingsman Wealth Management, Inc.	0.24%	Add +0.0%	15,841	$432K
Sanchez Wealth Management Group	0.10%	No change	15,829	$432K
Crescent Grove Advisors, LLC	0.04%	Add +43.5%	15,816	$432K
Duncker Streett & Co. Inc.	0.08%	Add +3.3%	15,799	$431K
Successful Portfolios LLC	0.25%	Add +9.8%	15,775	$431K
Brown Wealth Management, LLC	0.12%	No change	15,773	$431K
Armstrong Advisory Group, Inc.	0.03%	Add +0.1%	15,652	$427K
SouthState Bank Corp	0.02%	Reduce -53.0%	15,510	$423K
Rice Partnership, LLC	0.06%	Add +50.0%	15,489	$423K
Second Line Capital, LLC	0.09%	Add +74.5%	15,441	$422K
Pinnacle Wealth Planning Services, Inc.	0.05%	No change	15,413	$421K
Sax Wealth Advisors, LLC	0.02%	Add +0.6%	15,397	$420K
Matrix Asset Advisors Inc.	0.04%	Reduce -21.4%	15,383	$420K
Howland Capital Management LLC	0.02%	Reduce -0.0%	15,326	$418K
Drive Wealth Management, LLC	0.09%	Reduce -40.9%	15,290	$417K
Heritage Wealth Management, Inc.	0.12%	No change	15,274	$417K
Leading Edge Financial Planning LLC	0.10%	Reduce -8.4%	15,165	$414K
Tenon Financial LLC	0.21%	Add +0.2%	15,161	$414K
ZynergyRetirementPlanningLLC	0.26%	Reduce -1.2%	15,090	$412K
DKM Wealth Management, Inc.	0.33%	No change	15,060	$411K
Pine Haven Investment Counsel, Inc	0.30%	Reduce -2.8%	15,044	$411K
Cascade Financial Partners, LLC	0.05%	No change	15,034	$410K
Jupiter Wealth Management LLC	0.19%	New	15,000	$410K
Fiduciary Family Office, LLC	0.12%	Reduce -3.1%	15,000	$410K
1832 Asset Management L.P.	0.00%	New	15,000	$410K
Alley Investment Management Company, LLC	0.05%	Add +1.8%	14,831	$405K
Silver Lake Advisory, LLC	0.16%	Add +0.9%	14,829	$405K
FSA Advisors, Inc.	0.32%	New	14,775	$403K
Tandem Investment Partners LLC	0.33%	Add +5.6%	14,739	$402K
Access Financial Services, Inc.	0.15%	Reduce -23.1%	14,735	$402K
Chokshi & Queen Wealth Advisors, Inc	0.21%	No change	14,620	$399K
GoalVest Advisory LLC	0.08%	No change	14,595	$398K
Prosperity Wealth Management, Inc.	0.13%	Add +2.5%	14,556	$397K
Peak Retirement Planning, Inc.	0.11%	Add +67.6%	14,548	$397K
Stockman Wealth Management, Inc.	0.05%	Reduce -4.1%	14,507	$396K
Sterling Investment Advisors, Ltd.	0.08%	Add +0.0%	14,476	$395K
Harbor Investment Advisory, LLC	0.03%	Add +2.9%	14,432	$394K
Ballast, Inc.	0.10%	No change	14,415	$394K
Strategic Advocates LLC	0.10%	Add +1.0%	14,391	$393K
Argus Investors' Counsel, Inc.	0.31%	Reduce -0.2%	14,350	$392K
Ridgeline Wealth Planning, LLC	0.29%	Reduce -7.1%	14,268	$390K
GenWealth Group, Inc.	0.07%	New	14,256	$389K
Glenmede Investment Management, LP	0.00%	Reduce -0.6%	14,211	$388K
Legacy Financial Advisors, Inc.	0.05%	Reduce -0.8%	14,154	$386K
Topsail Wealth Management, LLC	0.07%	No change	14,142	$386K
Generation Capital Management LLC	0.28%	No change	14,131	$386K
Sunflower Bank, N.A.	0.09%	No change	14,082	$384K
Lowe Brockenbrough & Co. Inc.	0.02%	Reduce -45.3%	14,076	$384K
Bulwark Capital Corp	0.30%	Reduce -75.9%	14,046	$383K
Proficio Capital Partners LLC	0.03%	No change	14,007	$382K
GPM Growth Investors, Inc.	0.15%	Add +0.0%	13,991	$382K
Compass Advisory Group LLC	0.11%	Reduce -1.9%	13,984	$382K
Resonant Capital Advisors, LLC	0.02%	Add +0.0%	13,966	$381K
NorthRock Partners, LLC	0.01%	Add +7.4%	13,918	$380K
Acropolis Investment Management, LLC	0.02%	Add +51.0%	14,333	$380K
OneAscent Wealth Management LLC	0.13%	Reduce -5.2%	13,860	$378K
Werba Rubin Papier Wealth Management	0.06%	New	13,835	$378K
AA Financial Advisors, LLC	0.07%	Reduce -3.8%	13,814	$377K
First Horizon Corp.	0.02%	—	13,806	$377K
First Citizens Bank & Trust Co.	0.01%	No change	13,789	$376K
Apella Capital, LLC	0.01%	Reduce -6.6%	14,108	$375K
Kane Investment Management, Inc.	0.18%	No change	13,730	$375K
Financial Advisors Network, Inc.	0.05%	Reduce -6.6%	13,698	$374K
CFS Investment Advisory Services, LLC	0.03%	New	13,804	$373K
Old North State Wealth Management, LLC	0.17%	Add +4.4%	13,630	$372K
Aspen Wealth Strategies, LLC	0.21%	Reduce -33.7%	13,608	$372K
apricus wealth, LLC	0.20%	Add +40.3%	13,550	$370K
Uptown Financial Advisors LLC	0.32%	No change	13,350	$364K
Uptick Partners, LLC	0.10%	Reduce -23.4%	13,345	$364K
49 Wealth Management, LLC	0.03%	Reduce -17.3%	13,323	$364K
Point Windward Advisors Inc.	0.17%	New	13,300	$363K
Castle Wealth Management LLC	0.12%	Reduce -8.1%	13,256	$362K
RKL Wealth Management LLC	0.03%	Add +0.3%	13,238	$361K
Guardian Wealth Advisors, LLC / NC	0.02%	Add +0.2%	13,185	$360K
Wealth Effects LLC	0.12%	Add +0.1%	13,136	$359K
Cape Cod Five Cents Savings Bank	0.03%	No change	4,235	$358K
Citrine Capital LLC	0.17%	No change	13,089	$357K
Tactive Advisors, LLC	0.10%	Reduce -7.2%	13,060	$357K
NovaPoint Capital, LLC	0.09%	No change	13,026	$356K
Studio Investment Management LLC	0.07%	Reduce -3.4%	13,000	$355K
St Germain D J Co. Inc.	0.01%	Add +2.7%	12,950	$354K
GW Henssler & Associates Ltd.	0.02%	Reduce -0.9%	12,936	$353K
Security National Bank of So Dak	0.18%	No change	12,930	$353K
Shakespeare Wealth Management, LLC	0.08%	No change	12,927	$353K
McIlrath & Eck, LLC	0.04%	Reduce -3.3%	12,918	$353K
Carmel Capital Partners, LLC	0.15%	New	12,877	$352K
Pinnacle Wealth Management Group, Inc.	0.18%	Add +0.3%	12,857	$351K
GGM Financial LLC	0.18%	Add +0.3%	12,801	$349K
Serenus Wealth Advisors, LLC	0.06%	Add +43.9%	12,783	$349K
Procyon Advisors, LLC	0.02%	Reduce -2.4%	12,765	$348K
Unique Wealth, LLC	0.05%	Add +60.2%	12,754	$348K
Buck Wealth Strategies, LLC	0.05%	Reduce -2.0%	12,716	$347K
Plante Moran Financial Advisors, LLC	0.02%	Reduce -7.2%	12,665	$346K
RMR Wealth Builders	0.03%	Reduce -22.2%	12,664	$346K
Vontobel Holding Ltd.	0.00%	Add +39.8%	12,650	$345K
Evolution Wealth Management Inc.	0.35%	Reduce -0.9%	12,631	$345K
JB Capital LLC	0.01%	Reduce -21.3%	12,626	$345K
O'Dell Group, LLC	0.07%	New	12,606	$344K
Waterfront Wealth Inc.	0.07%	Reduce -7.2%	12,745	$344K
Stone Summit Wealth LLC	0.10%	No change	12,561	$343K
Ferguson Wellman Capital Management, Inc.	0.01%	Add +1.5%	12,507	$341K
Whittier Trust Co. of Nevada Inc.	0.01%	Add +3.4%	12,384	$339K
Fairfield, Bush & Co.	0.17%	Add +4.6%	12,432	$339K
Global Trust Asset Management, LLC	0.15%	Reduce -7.8%	12,415	$339K
Harbour Investment Management LLC	0.15%	New	12,392	$338K
NorthCrest Asset Manangement, LLC	0.01%	Add +5.2%	12,352	$337K
Owen LaRue, LLC	0.13%	Add +9.0%	12,317	$336K
Forum Private Client Group LLC	0.12%	No change	12,261	$335K
Hutchens & Kramer Investment Management Group, LLC	0.13%	Add +0.1%	12,235	$334K
Global Assets Advisory, LLC	0.10%	Add +17.0%	12,125	$331K
SIMA Wealth Partners, LLC	0.25%	Add +0.1%	12,116	$331K
J2 Capital Management Inc	0.25%	No change	12,114	$331K
Sage Investment Counsel LLC	0.37%	Reduce -0.5%	12,081	$330K
Rehmann Capital Advisory Group	0.02%	Reduce -3.4%	12,069	$330K
Horizon Investment Services, LLC	0.12%	Reduce -5.2%	12,061	$329K
International Private Wealth Advisors LLC	0.21%	Reduce -26.3%	12,001	$328K
SkyOak Wealth, LLC	0.06%	Add +0.8%	11,967	$327K
Milestone Asset Management, LLC	0.06%	Add +4.6%	11,931	$326K
Vise Technologies, Inc.	0.01%	Reduce -93.3%	11,926	$326K
Millennium Management	0.00%	New	11,913	$325K
Versant Capital Management, Inc	0.04%	Add +1311.4%	11,884	$324K
Grandview Asset Management LLC	0.09%	Add +1.8%	11,797	$322K
Blue Chip Partners, LLC	0.02%	Add +49.0%	11,788	$322K
Straight Path Wealth Management	0.09%	Reduce -0.1%	11,745	$321K
PTM Wealth Management, LLC	0.19%	Reduce -0.5%	11,669	$319K
Leeward Financial Partners, LLC	0.09%	No change	11,650	$318K
SK Wealth Management, LLC	0.12%	Reduce -2.3%	11,771	$318K
Frisch Financial Group, Inc.	0.07%	Add +0.5%	11,637	$318K
Lake Street Private Wealth, LLC	0.04%	Add +22.9%	11,619	$317K
Old National Bancorp	0.01%	No change	11,563	$316K
Blue Trust, Inc.	0.00%	Add +9.0%	11,502	$314K
LGT Financial Advisors LLC	0.67%	Add +272.1%	11,431	$312K
D L Carlson Investment Group Inc.	0.05%	Reduce -4.2%	11,425	$312K
Obsidian Cio, LLC	0.04%	Reduce -18.0%	11,422	$312K
Main Street Group, LTD	0.10%	Add +0.7%	11,364	$310K
Blue Sky Capital Consultants Group, Inc.	0.14%	Reduce -6.4%	11,347	$310K
Orin Green Financial, LLC	0.12%	New	11,331	$309K
Vigilare Wealth Management	0.11%	Reduce -7.7%	11,282	$308K
Lodestone Wealth Management LLC	0.14%	Add +1.7%	11,202	$306K
Heirloom Wealth Management	0.07%	Reduce -0.2%	11,181	$305K
TFB Advisors LLC	0.09%	Reduce -20.6%	11,265	$303K
Security National Bank of Sioux City Iowa	0.20%	No change	11,070	$302K
Alpha Financial Advisors, LLC	0.11%	Add +1.1%	10,937	$299K
Pegasus Asset Management, Inc.	0.10%	Reduce -4.7%	10,935	$299K
Cherry Tree Wealth Management, LLC	0.07%	No change	10,923	$298K
Caldwell Sutter Capital, Inc.	0.13%	Reduce -3.0%	10,916	$298K
UMB Bank, n.a.	0.00%	Add +34.6%	10,901	$298K
TBH Global Asset Management, LLC	0.06%	New	10,853	$296K
TD Waterhouse Canada Inc.	0.00%	Add +93.2%	10,749	$296K
Northcape Wealth Management, LLC	0.09%	No change	10,800	$295K
HFG Advisors, Inc.	0.22%	No change	10,770	$294K
Seelaus Asset Management LLC	0.24%	Add +2.7%	10,720	$293K
Tanglewood Wealth Management, Inc.	0.03%	No change	10,677	$291K
Financial Gravity Asset Management, Inc.	0.06%	—	10,604	$289K
Cambria Investment Management, L.P.	0.02%	Add +1.5%	10,570	$289K
Empowered Funds, LLC	0.00%	Add +1.5%	10,570	$289K
Morris Financial Concepts, Inc.	0.10%	No change	10,545	$288K
Delta Asset Management LLC	0.02%	Reduce -0.5%	10,500	$287K
Stillwater Wealth Management Group	0.20%	—	10,495	$287K
UNIVEST FINANCIAL Corp	0.02%	Add +1.8%	10,491	$286K
Tenret Co LLC	0.15%	No change	10,425	$285K
Debussy Capital Management LP	0.04%	Add +26.8%	10,380	$283K
Jackson Hole Capital Partners, LLC	0.05%	No change	10,362	$283K
Investment Planning Advisors, Inc.	0.09%	New	10,356	$283K
Empire Financial Management Company, LLC	0.06%	Reduce -2.0%	10,349	$283K
Eagle Rock Investment Company, LLC	0.04%	Reduce -0.5%	10,347	$282K
Litman Gregory Wealth Management LLC	0.02%	Reduce -5.7%	10,288	$281K
Copley Financial Group, Inc.	0.19%	Reduce -5.7%	10,284	$281K
Wisconsin Wealth Advisors, LLC	0.27%	Reduce -60.4%	10,279	$281K
McElhenny Sheffield Capital Management, LLC	0.07%	Reduce -2.3%	10,275	$281K
BCM Advisors, LLC	0.06%	New	10,373	$280K
Firethorn Wealth Partners, LLC	0.11%	Add +0.6%	10,258	$280K
Foster & Motley Inc.	0.02%	Add +1.6%	10,265	$280K
Wealth Management Partners, LLC	0.09%	New	10,182	$278K
Strategic Financial Partners, Ltd.	0.13%	Add +0.9%	10,181	$278K
Financial Advisors, LLC	0.05%	Add +3.8%	10,170	$278K
Centerpoint Advisory Group	0.22%	Reduce -22.6%	10,158	$277K
Peachtree Investment Partners, LLC	0.10%	Add +0.9%	10,149	$277K
River Wealth Advisors LLC	0.03%	No change	10,115	$276K
Raub Brock Capital Management LP	0.06%	Add +1.0%	10,113	$276K
Samalin Investment Counsel, LLC	0.10%	Reduce -0.9%	10,099	$276K
Summitry LLC	0.01%	New	10,099	$276K
Ballentine Partners, LLC	0.00%	New	10,083	$275K
Financial Synergies Wealth Advisors, Inc.	0.03%	Add +0.8%	10,065	$275K
Wolff Wiese Magana LLC	0.16%	Add +1.9%	10,043	$274K
Clifford Group, LLC	0.21%	Add +12.9%	9,997	$273K
Glassman Wealth Services	0.04%	Add +32.5%	9,996	$273K
Vicus Capital	0.02%	New	9,990	$273K
Waterford Advisors, LLC	0.09%	Reduce -20.6%	9,987	$273K
Woodward Diversified Capital, LLC	0.13%	Reduce -8.6%	9,972	$272K
Heritage Trust Co	0.03%	No change	9,916	$271K
Fjell Capital, LLC	0.24%	Reduce -84.4%	9,884	$270K
Annex Advisory Services, LLC	0.01%	Add +9.8%	9,852	$269K
Marco Investment Management LLC	0.02%	Add +5.2%	9,848	$269K
Finer Wealth Management, Inc.	0.13%	Reduce -9.2%	9,841	$269K
Pacific Center for Financial Services	0.07%	Add +1.0%	9,832	$268K
R. W. Roge & Company, Inc.	0.14%	No change	9,852	$268K
Clarendon Private LLC	0.24%	Add +0.7%	9,801	$268K
Members Advisory Group LLC	0.09%	Reduce -20.8%	9,683	$264K
Frederick Financial Consultants, LLC	0.15%	Reduce -30.4%	9,670	$264K
Johnson Bixby & Associates, LLC	0.03%	Reduce -9.0%	9,642	$263K
Delta Investment Management, LLC	0.05%	Reduce -0.3%	9,621	$263K
Klingman & Associates, LLC	0.01%	Reduce -20.2%	9,614	$262K
Smart Money Group LLC	0.08%	Add +0.2%	9,580	$262K
Strategic Advisors LLC	0.04%	Reduce -10.8%	9,559	$261K
Heritage Financial Services, LLC	0.02%	Add +18.3%	9,507	$260K
EagleClaw Capital Managment, LLC	0.04%	Add +14.5%	9,500	$259K
Oakworth Capital, Inc.	0.01%	No change	9,482	$259K
Cascade Wealth Advisors, Inc	0.13%	Reduce -18.1%	9,660	$259K
Bay Rivers Group	0.11%	New	9,457	$258K
Quotient Wealth Partners, LLC	0.01%	Reduce -15.6%	9,437	$258K
Promethium Advisors,llc	0.15%	Reduce -23.6%	9,434	$258K
Nautilus Advisors LLC	0.17%	Reduce -3.3%	9,380	$256K
Trinity Legacy Partners, LLC	0.06%	New	9,555	$256K
Thrive Capital Management, LLC	0.07%	Add +5.4%	9,354	$255K
Jackson Thornton Wealth Management, LLC	0.03%	Reduce -3.8%	9,371	$255K
Pacific Sage Partners, LLC	0.04%	No change	9,316	$254K
Harmony Asset Management LLC	0.09%	No change	9,231	$252K
Castle Rock Wealth Management, LLC	0.06%	Add +0.8%	9,224	$252K
Alteri Wealth LLC	0.09%	Add +0.0%	9,141	$250K
Trust Co. of Vermont	0.01%	Reduce -10.8%	9,137	$249K
Laraway Financial Advisors Inc	0.17%	Add +3.1%	9,136	$249K
TCI Wealth Advisors, Inc.	0.01%	Add +4.1%	9,124	$249K
Wealth Architects, LLC	0.02%	Add +0.0%	9,100	$248K
WESPAC Advisors SoCal, LLC	0.05%	No change	9,075	$248K
Innovative Wealth Building LLC	0.19%	New	9,074	$248K
PUREfi Wealth, LLC	0.19%	Reduce -6.3%	9,000	$246K
Avos Capital Management, LLC	0.11%	No change	9,000	$246K
Well Done, LLC	0.04%	No change	9,000	$246K
Keystone Financial Group	0.02%	Reduce -3.7%	8,986	$245K
Abound Wealth Management	0.06%	Add +201.5%	8,981	$245K
Fi3 FINANCIAL ADVISORS, LLC	0.08%	Reduce -9.2%	8,970	$245K
Lowery Thomas, LLC	0.14%	Add +15.4%	8,960	$245K
Trivium Point Advisory, LLC	0.02%	Reduce -74.5%	8,949	$244K
Jamison Private Wealth Management, Inc.	0.03%	New	8,946	$244K
Provident Wealth Management, LLC	0.07%	No change	8,907	$243K
MBL Wealth, LLC	0.02%	Reduce -14.4%	8,880	$242K
Team Hewins, LLC	0.08%	No change	8,835	$241K
Roberts Glore & Co. Inc.	0.07%	No change	8,835	$241K
Evoke Wealth, LLC	0.01%	New	8,830	$241K
Townsquare Capital LLC	0.04%	Reduce -66.3%	8,821	$241K
Ignite Planners, LLC	0.04%	Add +13.4%	8,820	$241K
Kestra Investment Management, LLC	0.01%	Reduce -44.7%	8,817	$241K
Legacy Financial Group LLC	0.03%	No change	8,808	$240K
HCR Wealth Advisors	0.02%	Add +10.3%	8,752	$239K
Brown, Lisle/Cummings, Inc.	0.06%	Reduce -2.5%	8,735	$238K
Plan Group Financial, LLC	0.06%	Reduce -29.3%	8,728	$238K
Clientfirst Wealth Management, LLC	0.19%	No change	8,700	$238K
HMV Wealth Advisors, LLC	0.13%	No change	8,677	$237K
LOM Asset Management Ltd	0.07%	Add +11.5%	8,640	$236K
Lansing Street Advisors	0.06%	Add +1.0%	8,642	$236K
Trust Co	0.02%	Reduce -47.9%	8,632	$236K
Apex Wealth Management, LLC	0.17%	New	8,624	$235K
Cary Street Partners Investment Advisory LLC	0.10%	Add +363.8%	8,598	$235K
L. Roy Papp & Associates, LLP	0.03%	Reduce -46.6%	8,595	$235K
Claro Advisors Inc.	0.03%	Reduce -2.6%	8,588	$234K
Harbor Advisory Corp.	0.07%	Reduce -16.4%	8,550	$233K
Sensible Money, LLC	0.08%	Add +0.0%	8,545	$233K
Coston, McIsaac & Partners	0.06%	Add +1.2%	8,562	$233K
Libra Wealth LLC	0.07%	No change	8,526	$233K
Birch Financial Group, LLC	0.14%	New	8,519	$233K
TCFG Wealth Management, LLC	0.09%	Reduce -3.3%	8,473	$231K
Crews Bank & Trust	0.03%	No change	8,460	$231K
Harbor Group, Inc.	0.04%	Add +4.8%	8,410	$230K
Wealth Alliance Advisory Group, LLC	0.04%	No change	8,364	$228K
Sonoma Allocations LLC	0.08%	—	8,580	$228K
Manchester Financial Inc.	0.05%	New	8,340	$228K
Triangle Securities Wealth Management	0.05%	Add +0.8%	8,328	$227K
Syntegra Private Wealth Group, LLC	0.02%	No change	8,317	$227K
Summit Global Investments	0.01%	Reduce -20.2%	8,315	$227K
Heritage Investors Management Corp.	0.01%	New	8,318	$227K
Hobbs Group Advisors, LLC	0.07%	Reduce -65.9%	8,260	$226K
WealthCollab, LLC	0.10%	Reduce -4.8%	8,146	$222K
Archer Investment Corp	0.05%	Add +0.8%	8,130	$222K
YANKCOM Partnership	0.10%	Reduce -37.1%	8,130	$222K
Lewis Asset Management, LLC	0.09%	New	8,080	$221K
BSW Wealth Partners	0.03%	Add +1.9%	8,064	$220K
CX Institutional	0.01%	Add +239.2%	8,073	$220K
Granite Bay Wealth Management, LLC	0.06%	Reduce -40.4%	8,035	$219K
New Harbor Financial Group, LLC	0.04%	New	8,018	$219K
AssuredPartners Investment Advisors, LLC	0.05%	Reduce -39.8%	7,990	$218K
Quadrant Private Wealth Management, LLC	0.04%	Add +0.7%	7,988	$218K
West Paces Advisors Inc.	0.04%	Reduce -2.6%	7,977	$218K
Fiduciary Financial Group, LLC	0.03%	Reduce -4.5%	7,949	$217K
Silver Oak Wealth Advisors Services, LLC	0.14%	Reduce -4.0%	7,937	$217K
Midwest Capital Advisors, LLC	0.10%	Add +0.9%	7,934	$217K
FF Advisors,LLC	0.10%	No change	7,932	$217K
Whittier Trust Co.	0.00%	Reduce -58.5%	7,896	$216K
Arkansas Financial Group, Inc.	0.03%	Add +0.3%	7,915	$216K
Saxony Capital Management, LLC	0.14%	New	7,911	$216K
North Capital, Inc.	0.17%	Add +186.4%	7,902	$216K
Outlook Wealth Advisors, LLC	0.05%	Reduce -16.3%	7,890	$215K
HM Payson & Co.	0.00%	Reduce -10.6%	7,864	$215K
Busey Bank	0.01%	Add +1.0%	7,845	$214K
Waterloo Capital, L.P.	0.02%	Reduce -1.7%	7,834	$214K
Wagner Wealth Management, LLC	0.05%	Reduce -1.5%	7,818	$213K
Millstone Evans Group, LLC	0.13%	Add +455.1%	7,772	$212K
Ogorek Anthony Joseph /NY/	0.06%	Add +255.0%	7,774	$212K
Base Wealth Management LLC	0.12%	Reduce -97.0%	7,756	$212K
Ritholtz Wealth Management	0.00%	New	7,755	$212K
Roble, Belko & Company, Inc	0.03%	Add +0.7%	7,726	$211K
Martel Wealth Advisors LLC	0.04%	Add +0.5%	7,719	$211K
Toth Financial Advisory Corp.	0.02%	Reduce -3.7%	7,701	$210K
D'Orazio & Associates, Inc.	0.03%	Reduce -24.0%	7,686	$210K
Ulland Investment Advisors, LLC	0.16%	Add +1.0%	7,658	$209K
Bravias Capital Group, LLC	0.14%	New	7,639	$209K
Synergy Financial Group, LTD	0.14%	No change	7,633	$208K
Robinson Smith Wealth Advisors LLC	0.15%	Add +0.0%	7,606	$208K
Palisades Hudson Asset Management, L.P.	0.08%	No change	7,599	$207K
Keebeck Wealth Management	0.02%	Reduce -6.0%	7,564	$206K
Arvest Bank Trust Division	0.01%	New	7,559	$206K
Lazari Capital Management, Inc.	0.07%	New	7,542	$206K
Aberdeen Wealth Management LLC	0.13%	Add +0.4%	7,537	$206K
S.E.E.D. Planning Group LLC	0.06%	New	7,500	$205K
Telos Capital Management, Inc.	0.02%	New	7,500	$205K
Foresight Capital Management Advisors, Inc.	0.12%	Reduce -64.1%	7,492	$205K
Adams Wealth Management	0.04%	Reduce -6.5%	7,448	$203K
CacheTech Inc.	0.04%	Reduce -6.5%	7,448	$203K
Canopy Partners, LLC	0.07%	New	7,443	$203K
Norden Group LLC	0.02%	New	7,420	$203K
MeadowBrook Investment Advisors LLC	0.18%	No change	7,407	$202K
Redwood Wealth Management Group, LLC	0.09%	Reduce -3.9%	7,400	$202K
Maia Wealth LLC	0.03%	New	7,521	$201K
Empirical Asset Management, LLC	0.06%	New	29,948	$198K
Westside Investment Management, Inc.	0.03%	Add +5.6%	7,204	$198K
HighMark Wealth Management LLC	0.09%	Add +23.2%	7,202	$197K
Kayne Anderson Rudnick Investment Management LLC	0.00%	No change	7,039	$192K
Activest Wealth Management	0.04%	No change	6,974	$190K
Hendershot Investments Inc.	0.02%	No change	6,749	$184K
Tortoise Investment Management, LLC	0.02%	Add +0.9%	6,726	$184K
Alpine Bank Wealth Management	0.03%	No change	6,636	$181K
GAMMA Investing LLC	0.01%	Reduce -3.2%	6,631	$181K
Maryland Capital Advisors Inc.	0.06%	Reduce -5.0%	6,327	$173K
Crowley Wealth Management, Inc.	0.13%	No change	6,160	$168K
Franklin Resources Inc.	0.00%	Add +2.3%	6,016	$164K
Greenline Partners, LLC	0.02%	New	5,958	$163K
DecisionPoint Financial, LLC	0.04%	No change	5,858	$161K
Federation des caisses Desjardins du Quebec	0.00%	Reduce -1.4%	5,858	$160K
Guerra Advisors Inc	0.06%	New	5,821	$159K
West Financial Advisors, LLC	0.03%	No change	5,651	$154K
United Community Bank	0.05%	Add +54.2%	5,550	$152K
Clear Investment Research, LLC	0.20%	Add +5.2%	5,344	$146K
Hantz Financial Services, Inc.	0.00%	Reduce -16.3%	4,892	$134K
Westfuller Advisors, LLC	0.06%	New	4,751	$130K
Grey Ledge Advisors, LLC	0.03%	Reduce -80.7%	4,721	$130K
JFS Wealth Advisors, LLC	0.01%	No change	4,493	$123K
Rossby Financial, LCC	0.04%	Add +0.6%	4,449	$122K
Cape Investment Advisory, Inc.	0.12%	Reduce -97.4%	4,448	$121K
Cheviot Value Management, LLC	0.01%	Add +0.3%	4,434	$120K
First Pacific Financial	0.02%	Add +1.0%	4,256	$116K
Copia Wealth Management	0.08%	No change	4,030	$110K
Wilmington Savings Fund Society, FSB	0.00%	Reduce -13.5%	3,983	$109K
Affinity Wealth LLC	0.08%	No change	3,883	$106K
Mechanics Financial Corp	0.04%	No change	3,858	$105K
Prestige Wealth Management Group LLC	0.02%	No change	3,832	$105K
Indiana Trust & Investment Management Co	0.03%	Add +118.4%	3,816	$104K
N.E.W. Advisory Services LLC	0.01%	Add +19.4%	3,797	$104K
Navigoe, LLC	0.06%	New	3,663	$100K
Palouse Capital Management, Inc.	0.06%	Reduce -1.2%	3,615	$99K
Tucker Asset Management LLC	0.03%	Add +73.8%	3,567	$97K
Ballast Advisors LLC	0.03%	Reduce -2.6%	3,561	$97K
Barclays PLC	0.00%	New	3,500	$96K
Hughes Financial Services, LLC	0.01%	Reduce -7.0%	3,510	$94K
Avalon Trust Co	0.01%	No change	3,420	$93K
Red Tortoise LLC	0.04%	Add +0.4%	3,303	$90K
SJS Investment Consulting Inc.	0.01%	Add +17.6%	3,264	$89K
Curio Wealth, LLC	0.04%	No change	3,240	$88K
Wealth Watch Advisors, INC	0.03%	New	3,100	$85K
Glen Eagle Advisors, LLC	0.01%	Add +12.9%	3,072	$84K
Steigerwald, Gordon & Koch Inc.	0.01%	New	3,005	$82K
Financial Life Planners	0.06%	New	3,002	$82K
Arlington Trust Co LLC	0.01%	No change	3,000	$82K
Mogy Joel R Investment Counsel Inc.	0.00%	No change	3,000	$82K
Weaver Capital Management LLC	0.02%	Add +0.9%	2,975	$81K
Aventura Private Wealth, LLC	0.03%	Add +0.1%	2,713	$74K
Smallwood Wealth Investment Management, LLC	0.04%	No change	2,688	$73K
Park Place Capital Corp	0.02%	New	2,635	$72K
Halbert Hargrove Global Advisors, LLC	0.00%	No change	2,604	$71K
Center for Financial Planning, Inc.	0.01%	No change	2,598	$71K
Barrett & Company, Inc.	0.02%	Add +13.5%	2,570	$70K
Evermay Wealth Management LLC	0.01%	Reduce -32.5%	2,515	$69K
Dunhill Financial, LLC	0.02%	Add +31.3%	2,447	$67K
Heartwood Wealth Advisors LLC	0.01%	New	2,349	$64K
Rialto Wealth Management, LLC	0.02%	No change	2,340	$64K
Robinswood Financial LLC	0.02%	Add +1.0%	2,274	$62K
Thompson Investment Management, Inc.	0.01%	No change	2,169	$59K
Oxford Financial Group, LTD. LLC	0.00%	No change	2,136	$58K
Pandora Wealth, Inc.	0.03%	No change	2,100	$57K
First Community Trust NA	0.04%	No change	2,097	$57K
Hollencrest Capital Management	0.00%	Add +390.9%	2,091	$57K
Family Legacy Financial Solutions, LLC	0.04%	Reduce -22.0%	2,002	$55K
Roxbury Financial LLC	0.05%	Add +0.5%	1,981	$54K
Covestor Ltd	0.03%	Add +7.9%	1,921	$52K
Van Den Berg Management I, Inc.	0.01%	Reduce -0.3%	1,899	$52K
Highline Wealth Partners LLC	0.01%	New	1,850	$50K
Catherine Avery Investment Management LLC	0.03%	No change	1,806	$49K
CNB Bank	0.02%	Reduce -2.4%	1,803	$49K
Founders Capital Management	0.03%	No change	1,800	$49K
Disciplined Equity Management, Inc.	0.03%	No change	1,777	$49K
Compass Financial Services Inc	0.02%	No change	1,722	$47K
Frazier Financial Advisors, LLC	0.03%	Add +12.4%	1,677	$46K
Kennebec Savings Bank	0.04%	Add +12.4%	1,665	$45K
Morton Brown Family Wealth, LLC	0.01%	Add +41.2%	1,635	$45K
Global Wealth Strategies & Associates	0.01%	Reduce -28.3%	1,599	$44K
Koesten, Hirschmann & Crabtree, INC.	0.02%	No change	1,500	$41K
True Wealth Design, LLC	0.01%	Add +42.9%	1,500	$41K
Independence Bank of Kentucky	0.01%	New	1,500	$41K
Operose Advisors LLC	0.01%	No change	1,494	$41K
Vermillion & White Wealth Management Group, LLC	0.02%	Reduce -51.0%	1,478	$40K
Hanson & Doremus Investment Management	0.01%	No change	1,475	$40K
Signature Resources Capital Management, LLC	0.02%	Add +14.3%	1,423	$39K
MTM Investment Management, LLC	0.01%	No change	1,422	$39K
Optimum Investment Advisors	0.02%	Add +0.4%	1,392	$38K
Turning Point Benefit Group, Inc.	0.02%	New	1,306	$36K
IFS Advisors, LLC	0.02%	Add +4.0%	1,317	$36K
Transce3nd, LLC	0.32%	Reduce -98.7%	1,386	$36K
Reyes Financial Architecture, Inc.	0.02%	Add +1903.1%	1,302	$36K
KERR FINANCIAL PLANNING Corp	0.05%	—	1,300	$35K
NFSG Corp	0.01%	Add +1.9%	1,299	$35K
Addison Advisors LLC	0.01%	No change	1,273	$35K
Truvestments Capital LLC	0.01%	Add +181.8%	1,251	$34K
Binnacle Investments Inc	0.02%	No change	1,218	$33K
Centennial Bank	0.01%	Reduce -87.9%	1,214	$33K
Mb, Levis & Associates, LLC	0.01%	Reduce -74.1%	1,122	$31K
Painted Porch Advisors LLC	0.01%	No change	1,095	$30K
Fortitude Family Office, LLC	0.01%	Reduce -71.0%	1,050	$29K
MilWealth Group LLC	0.01%	No change	990	$27K
Ritter Daniher Financial Advisory LLC / DE	0.00%	No change	975	$27K
Biltmore Family Office, LLC	0.00%	Add +116.4%	974	$27K
Caitlin John, LLC	0.02%	New	970	$26K
Aventus Investment Advisors, Inc.	0.02%	No change	960	$26K
Quantbot Technologies LP	0.00%	New	835	$23K
Heritage Wealth Advisors	0.00%	No change	830	$23K
Tradewinds Capital Management, LLC	0.01%	Reduce -16.8%	829	$23K
Phillips Financial Management, LLC	0.00%	Reduce -30.7%	812	$22K
City State Bank	0.01%	No change	810	$22K
Moisand Fitzgerald Tamayo, LLC	0.00%	No change	792	$22K
Jackson, Grant Investment Advisers, Inc.	0.01%	Add +1.1%	763	$21K
Cornerstone Planning Group LLC	0.00%	Reduce -99.7%	732	$20K
Fourth Dimension Wealth, LLC	0.01%	No change	687	$19K
West Branch Capital LLC	0.00%	No change	663	$18K
Sage Mountain Advisors LLC	0.00%	No change	660	$18K
Ameritas Investment Partners, Inc.	0.00%	Add +3.9%	644	$18K
New England Capital Financial Advisors LLC	0.01%	No change	638	$17K
Windsor Advisory Group, LLC	0.01%	No change	567	$15K
Kilter Group LLC	0.01%	Reduce -0.2%	564	$15K
Tower View Wealth Management LLC	0.01%	Add +0.9%	553	$15K
Perritt Capital Management Inc	0.01%	Add +12.8%	546	$15K
Manchester Capital Management LLC	0.00%	Add +25.0%	500	$14K
Cloud Capital Management, LLC	0.01%	New	480	$13K
Tompkins Financial Corp.	0.00%	No change	474	$13K
High Note Wealth, LLC	0.00%	No change	450	$12K
Coastline Trust Co	0.00%	New	450	$12K
VSM Wealth Advisory, LLC	0.00%	Add +0.9%	426	$12K
CBIZ Investment Advisory Services, LLC	0.00%	Add +0.5%	420	$11K
IAG Wealth Partners, LLC	0.00%	No change	394	$11K
Fairman Group, LLC	0.01%	Add +1659.1%	387	$11K
New Millennium Group LLC	0.00%	Add +137.8%	352	$10K
Mowery & Schoenfeld Wealth Management, LLC	0.02%	No change	344	$9K
Private Wealth Asset Management, LLC	0.00%	Reduce -92.7%	339	$9K
Greykasell Wealth Strategies, Inc.	0.00%	New	330	$9K
Lowe Wealth Advisors, LLC	0.00%	No change	326	$9K
Noble Wealth Management PBC	0.00%	—	300	$8K
Legacy Bridge, LLC	0.00%	No change	300	$8K
MPWM Advisory Solutions, LLC	0.00%	Reduce -36.6%	270	$7K
Minot DeBlois Advisors LLC	0.01%	Reduce -44.1%	250	$7K
Birchbrook, Inc.	0.00%	Add +0.8%	248	$7K
Financial Management Professionals, Inc.	0.00%	Reduce -82.5%	225	$6K
Western Pacific Wealth Management, LP	0.01%	Add +1.4%	217	$6K
Creative Capital Management Investments LLC	0.00%	New	201	$5K
Beaird Harris Wealth Management, LLC	0.00%	Reduce -98.7%	198	$5K
TFC Financial Management, Inc.	0.00%	New	181	$5K
Citizens National Bank Trust Department	0.00%	No change	180	$5K
Gables Capital Management Inc.	0.00%	No change	174	$5K
Kiker Wealth Management, LLC	0.00%	New	165	$5K
Abich Financial Wealth Management LLC	0.00%	—	159	$4K
Redmont Wealth Advisors LLC	0.01%	Add +0.7%	156	$4K
Kozak & Associates, Inc.	0.00%	Reduce -86.3%	156	$4K
Vision Financial Markets LLC	0.00%	New	150	$4K
Avion Wealth	0.00%	No change	167	$4K
Exchange Traded Concepts, LLC	0.00%	Reduce -99.6%	146	$4K
Wealth Preservation Advisors, LLC	0.00%	No change	141	$4K
Legacy Wealth Managment, LLC	0.00%	Add +270.3%	137	$4K
Sittner & Nelson, LLC	0.00%	Reduce -53.3%	126	$3K
Winch Advisory Services, LLC	0.00%	Add +21.6%	124	$3K
Pathway Financial Advisers, LLC	0.00%	Reduce -99.8%	238	$3K
Proathlete Wealth Management LLC	0.00%	Reduce -82.5%	120	$3K
General Partner, Inc.	0.00%	No change	120	$3K
Chilton Capital Management LLC	0.00%	Reduce -88.2%	100	$3K
BNP Paribas Financial Markets	0.00%	Add +113.3%	96	$3K
Virtus Advisers, LLC	0.00%	Add +20.0%	84	$2K
Financial Network Wealth Advisors LLC	0.00%	No change	78	$2K
Horizon Bancorp Inc.	0.00%	No change	60	$2K
Mountain Hill Investment Partners Corp.	0.00%	Add +1.5%	67	$2K
Central Pacific Bank - Trust Division	0.00%	No change	63	$2K
Transamerica Financial Advisors, LLC	0.00%	Add +161.9%	55	$1K
Palisade Asset Management, LLC	0.00%	New	49	$1K
Finley Financial, LLC	0.00%	No change	45	$1K
Private Wealth Management Group, LLC	0.00%	Add +2.3%	44	$1K
Keener Financial Planning LLC	0.00%	No change	45	$1K
Hemington Wealth Management	0.00%	No change	54	$1K
SWAN Capital LLC	0.00%	New	36	$983
Grey Fox Wealth Advisors, LLC	0.00%	New	34	$920
New Republic Capital, LLC	0.00%	No change	27	$737
Essential Partners LLC	0.00%	Reduce -5.3%	18	$486
Inlight Wealth Management, LLC	0.00%	No change	5	$137
Investment Research & Advisory Group, Inc.	0.00%	Add +50.0%	3	$83
Eukles Asset Management	0.00%	No change	2	$55

"% 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.