The SouthernSO

13F holders, Q2 2024 (June 30)

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

1,884holders +60

150new positions

90sold out

8famous investors

$77.55avg. 13F price*

At the end of Q2 2024, 1,884 institutions reported holding The Southern Co. (SO) in their 13F filings, up 60 from Q1 2024. 150 opened new positions and 90 sold out. The largest holders were Vanguard Group Inc. ($7.8B), BlackRock Inc. ($6.0B) and State Street Corp. ($4.5B). 8 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company: The Southern Co.
Sector: Utilities
CUSIP: 842587107
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

	Institutions	Total Value
New Positions	150	$1.3B
Exits	90	$267.3M

All 13F filers, Q1 2024 → Q2 2024: 53,997,489 shares bought and 31,208,230 shares sold, net +22,789,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,884 holders


Vanguard Group Inc.	0.15%	Add +0.7%	100,763,937	$7.8B
BlackRock Inc.	0.14%	Reduce -0.0%	77,690,343	$6.0B
State Street Corp.	0.19%	Reduce -0.6%	57,382,860	$4.5B
JPMorgan Chase & Co.	0.27%	Add +32.3%	39,919,325	$3.1B
FMR LLC	0.15%	Reduce -7.9%	30,394,199	$2.4B
Capital International Investors	0.46%	Add +20.1%	28,822,985	$2.2B
Massachusetts Financial Services Co.	0.62%	Reduce -1.7%	25,862,372	$2.0B
Geode Capital Management, LLC	0.16%	Add +5.7%	23,445,571	$1.8B
T. Rowe Price Associates Inc.	0.18%	Reduce -19.1%	19,334,181	$1.5B
Franklin Resources Inc.	0.39%	Reduce -3.7%	16,310,798	$1.3B
GQG Partners LLC	1.61%	New	13,679,017	$1.1B
Morgan Stanley	0.07%	Add +0.4%	11,147,634	$864.7M
Northern Trust Corp.	0.14%	Add +4.4%	10,719,739	$831.5M
Norges Bank	0.12%	Add +4.6%	10,612,381	$823.2M
Ameriprise Financial Inc.	0.20%	Reduce -0.6%	9,493,556	$736.4M
Legal & General Group Plc	0.19%	Reduce -5.4%	8,526,313	$661.4M
Bank of America Corp.	0.06%	Add +7.9%	8,474,457	$657.4M
Nuveen Asset Management, LLC	0.18%	Reduce -12.7%	7,541,878	$600.6M
Royal Bank of Canada	0.13%	Add +109.4%	7,123,508	$552.6M
Bank of New York Mellon Corp	0.10%	Reduce -1.6%	7,096,961	$550.5M
Charles Schwab Investment Management Inc.	0.09%	Add +2.2%	6,353,182	$492.8M
Goldman Sachs Group Inc.	0.10%	Add +14.8%	6,340,820	$491.9M
California Public Employees Retirement System	0.30%	Reduce -16.6%	5,295,081	$410.7M
Federated Hermes, Inc.	0.89%	Reduce -18.2%	4,820,366	$373.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0.11%	Add +16.8%	4,758,480	$369.1M
Invesco Ltd.	0.07%	Reduce -12.4%	4,505,995	$349.5M
Pictet Asset Management Holding SA	0.37%	Reduce -9.2%	4,180,571	$324.3M
Mitsubishi UFJ Trust & Banking Corp	0.74%	Reduce -6.9%	4,026,218	$312.3M
Wells Fargo & Company	0.08%	Reduce -0.6%	3,894,836	$302.1M
UBS Group AG	0.09%	Add +31.6%	3,862,491	$299.6M
Swiss National Bank	0.17%	Reduce -1.1%	3,230,200	$250.6M
Wellington Management Group LLP	0.04%	Reduce -7.1%	3,193,662	$247.7M
Ensign Peak Advisors, Inc	0.45%	Reduce -18.0%	3,164,588	$245.5M
Barclays PLC	0.09%	Reduce -5.8%	2,645,362	$205.2M
Raymond James & Associates	0.13%	Add +21.3%	2,572,230	$199.5M
Envestnet Asset Management Inc.	0.07%	Add +2.1%	2,542,113	$197.2M
Sumitomo Mitsui Trust Group, Inc.	0.15%	Reduce -7.5%	2,537,049	$196.8M
Capital Research Global Investors	0.04%	Add +25.9%	2,429,980	$188.5M
Cohen & Steers, Inc.	0.39%	Reduce -2.5%	2,417,799	$187.5M
Dimensional Fund Advisors LP	0.05%	Add +14.3%	2,380,841	$184.7M
Focus Partners Wealth	0.61%	Add +840.5%	2,327,976	$180.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	1.13%	Add +0.5%	2,196,814	$170.4M
National Pension Service	0.19%	Add +0.9%	2,141,586	$166.1M
LPL Financial LLC	0.08%	Add +1.9%	2,139,470	$166.0M
Rhumbline Advisers	0.16%	Reduce -1.5%	2,129,818	$165.2M
Bank of Montreal	0.05%	Add +8.7%	2,036,190	$159.6M
Duff & Phelps Investment Management Co.	1.83%	Reduce -1.0%	1,854,580	$143.9M
Synovus Financial Corp.	1.83%	Reduce -2.4%	1,784,887	$138.5M
ClearBridge Investments Ltd	3.94%	Reduce -27.5%	1,738,839	$134.9M
Deutsche Bank AG	0.06%	Add +12.2%	1,708,589	$132.5M
Confluence Investment Management LLC	1.91%	Reduce -4.7%	1,705,562	$132.3M
Canada Pension Plan Investment Board	0.13%	No change	1,644,593	$127.6M
Jennison Associates LLC	0.08%	Reduce -16.3%	1,639,167	$127.2M
BNP Paribas Financial Markets	0.13%	Add +48.8%	1,574,083	$122.1M
HSBC Holdings PLC	0.08%	Reduce -28.4%	1,518,960	$117.8M
APG Asset Management N.V.	0.21%	Reduce -13.1%	1,619,579	$117.2M
Russell Investments Group, Ltd.	0.19%	Add +16.4%	1,484,476	$115.2M
Manufacturers Life Insurance Company, The	0.11%	Add +1.0%	1,475,372	$114.4M
Mitsubishi UFJ Asset Management Co., Ltd.	0.14%	Add +14.1%	1,472,734	$114.2M
California State Teachers Retirement System	0.14%	Reduce -3.2%	1,448,692	$112.4M
Empower Advisory Group, LLC	0.39%	Add +1.1%	1,344,332	$104.3M
Principal Financial Group Inc.	0.06%	Reduce -0.3%	1,298,226	$100.7M
Zacks Investment Management	1.12%	Add +3.9%	1,285,557	$99.7M
New York State Common Retirement Fund	0.13%	Reduce -0.7%	1,270,836	$98.6M
State Board of Administration of Florida Retirement System	0.18%	Reduce -1.3%	1,202,574	$93.3M
Amundi	0.03%	Add +4.3%	1,130,297	$87.8M
Energy Income Partners, LLC	1.95%	Reduce -14.3%	1,131,675	$87.8M
Alliancebernstein L.P.	0.03%	Reduce -1.5%	1,124,452	$87.2M
Macquarie Group Ltd.	0.09%	Reduce -0.4%	1,052,112	$81.6M
Stifel Financial Corp.	0.09%	Add +23.8%	1,045,828	$81.1M
Citigroup Inc.	0.08%	Add +75.0%	1,045,446	$81.1M
Commonwealth Equity Services, LLC	0.12%	Add +0.7%	1,014,827	$78.7M
Clark Capital Management Group, Inc.	0.57%	Add +35.7%	998,971	$77.5M
New York State Teachers Retirement System	0.16%	Reduce -5.9%	974,943	$75.6M
Natixis Advisors, LLC	0.16%	Add +0.2%	963,019	$74.7M
Mawer Investment Management Ltd.	0.35%	Reduce -1.3%	946,463	$73.4M
Stonegate Investment Group, LLC	2.11%	Reduce -5.5%	939,232	$72.9M
HighTower Advisors, LLC	0.11%	Reduce -1.8%	927,162	$71.9M
1832 Asset Management L.P.	0.12%	Add +2719.8%	872,373	$67.7M
Brandywine Global Investment Management, LLC	0.51%	Add +4.0%	871,581	$67.6M
Capital Advisors Inc.	1.38%	Add +19.2%	857,985	$66.6M
Truist Financial Corp.	0.10%	Reduce -7.5%	803,319	$62.3M
Victory Capital Management Inc.	0.06%	Reduce -42.2%	801,623	$62.2M
Welch Group, LLC	2.94%	Add +0.0%	789,281	$61.2M
Korea Investment CORP	0.15%	Reduce -7.2%	779,204	$60.4M
Old Republic International Corp.	2.42%	No change	766,000	$59.4M
Prudential Financial Inc.	0.08%	Reduce -10.2%	712,474	$55.3M
Jane Street Group, LLC	0.06%	Add +278.1%	692,514	$53.7M
Raymond James Financial Services Advisors, Inc.	0.08%	Reduce -1.3%	680,788	$52.8M
Adage Capital Partners Gp, L.L.C.	0.09%	Reduce -39.4%	648,800	$50.3M
First Trust Advisors LP	0.05%	Reduce -71.6%	642,776	$49.9M
Soroban Capital Partners LP	0.73%	New	642,679	$49.9M
Junto Capital Management LP	1.04%	Reduce -49.5%	611,434	$47.4M
Sei Investments Co.	0.07%	Reduce -4.3%	607,761	$47.1M
Chevy Chase Trust Holdings, LLC	0.15%	Reduce -1.2%	602,257	$46.7M
Reaves W H & Co. Inc.	1.56%	Reduce -31.2%	596,320	$46.3M
State of Wisconsin Investment Board	0.12%	Reduce -0.2%	589,709	$45.7M
Capital International, Inc.	0.60%	Add +6.7%	580,208	$45.0M
Ceredex Value Advisors LLC	0.84%	Reduce -14.8%	570,552	$44.3M
Vaughan David Investments LLC	1.12%	Add +1.5%	569,967	$44.2M
CANADA LIFE ASSURANCE Co	0.08%	Add +8.3%	564,109	$43.8M
Capital Investment Advisors, LLC	0.98%	Add +0.8%	557,744	$43.3M
Citadel Advisors	0.04%	Add +895.4%	546,004	$42.4M
Cetera Investment Advisers	0.09%	Reduce -1.2%	528,511	$41.0M
PNC Financial Services Group, Inc.	0.03%	Reduce -2.6%	517,823	$40.2M
Osaic Holdings, Inc.	0.09%	Reduce -11.4%	514,625	$39.9M
Toronto Dominion Bank	0.06%	Reduce -4.7%	509,387	$39.5M
Public Employees Retirement System of Ohio	0.15%	Reduce -4.2%	500,602	$38.8M
FIL Ltd	0.04%	Add +17.7%	499,531	$38.7M
Voya Investment Management LLC	0.04%	Reduce -8.1%	490,243	$38.0M
Asset Management One Co., Ltd.	0.14%	Reduce -3.9%	479,973	$37.2M
Treasurer of the State of North Carolina	0.16%	Reduce -2.1%	476,794	$37.0M
Swiss Life Asset Management Ltd	0.43%	Add +4.1%	471,223	$36.6M
State of Tennessee, Department of Treasury	0.13%	Add +24.8%	470,494	$36.5M
Bollard Group LLC	1.00%	Add +2.4%	456,559	$35.4M
Hyman Charles D	1.95%	Add +0.6%	451,187	$35.0M
Resona Asset Management Co.,Ltd.	0.21%	Reduce -4.5%	440,718	$34.2M
Gabelli Funds LLC	0.26%	Reduce -0.5%	430,850	$33.4M
Magellan Asset Management Ltd	0.32%	Reduce -3.9%	430,355	$33.4M
US Bancorp \de	0.04%	Reduce -2.8%	423,034	$32.8M
Crawford Investment Counsel Inc.	0.63%	Reduce -3.8%	422,482	$32.8M
Squarepoint Ops LLC	0.12%	Add +80.8%	421,071	$32.7M
DNB Asset Management AS	0.15%	Add +77.6%	411,231	$31.9M
Aberdeen Group plc	0.06%	Reduce -10.6%	402,735	$31.2M
State of New Jersey Common Pension Fund D	0.13%	Reduce -36.2%	397,956	$30.9M
Janney Montgomery Scott LLC	0.09%	Add +2.6%	395,271	$30.7M
Norris Perne & French LLP	2.21%	Reduce -0.2%	392,215	$30.4M
TD Asset Management Inc	0.03%	Add +3.0%	390,162	$30.3M
Allspring Global Investments Holdings, LLC	0.05%	Reduce -14.0%	386,199	$30.0M
National Bank of Canada	0.05%	Add +19.6%	387,648	$29.9M
Cambridge Investment Research Advisors, Inc.	0.11%	Add +1.7%	377,062	$29.2M
Liberty One Investment Management, LLC	3.22%	Reduce -0.6%	368,449	$28.6M
Mariner, LLC	0.06%	Add +4.0%	366,372	$28.4M
IFM Investors Pty Ltd	0.29%	Add +0.0%	364,336	$28.3M
Creative Planning	0.03%	Add +8.5%	356,635	$27.7M
Wealth Enhancement Advisory Services, LLC	0.07%	Add +10.1%	355,873	$27.6M
Sanctuary Advisors, LLC	0.20%	—	374,795	$27.4M
EP Wealth Advisors, LLC	0.29%	Reduce -2.3%	352,555	$27.3M
STRS Ohio	0.11%	Reduce -2.0%	347,185	$26.9M
GW Henssler & Associates Ltd.	1.61%	Reduce -2.9%	345,901	$26.8M
Verition Fund Management LLC	0.22%	Add +1867.5%	336,534	$26.1M
Nomura Asset Management Co. Ltd.	0.09%	Reduce -3.4%	333,335	$25.9M
Boston Partners	0.03%	Reduce -63.1%	325,118	$25.2M
MML Investors Services, LLC	0.10%	Reduce -5.3%	320,350	$24.9M
Hudson Bay Capital Management LP	0.22%	Reduce -7.6%	320,000	$24.8M
Kestra Advisory Services, LLC	0.14%	Add +20.9%	337,262	$24.7M
Arizona State Retirement System	0.16%	Add +1.1%	316,291	$24.5M
Mackenzie Financial Corp.	0.04%	Reduce -6.9%	312,986	$24.3M
Healthcare of Ontario Pension Plan Trust Fund	0.07%	Reduce -37.3%	310,000	$24.0M
First Horizon Advisors, Inc.	0.73%	Reduce -1.1%	309,213	$24.0M
iA Global Asset Management Inc.	0.45%	New	306,800	$23.8M
Baird Financial Group, Inc.	0.05%	Reduce -4.0%	306,737	$23.8M
State of Michigan Retirement System	0.12%	Add +0.2%	299,423	$23.2M
Van Eck Associates Corp.	0.03%	Add +8.3%	295,893	$23.0M
DDD Partners, LLC	2.66%	Add +0.6%	295,742	$22.9M
MetLife Investment Management, LLC	0.13%	Add +14.2%	291,682	$22.6M
Eventide Asset Management, LLC	0.39%	Add +72.6%	291,413	$22.6M
Susquehanna International Group, LLP	0.04%	Reduce -1.4%	287,542	$22.3M
Illinois Municipal Retirement Fund	0.33%	Add +27.2%	283,124	$22.0M
Captrust Financial Advisors	0.07%	Add +0.8%	282,846	$21.9M
Orion Porfolio Solutions, LLC	0.23%	Reduce -0.0%	277,867	$21.6M
Orion Portfolio Solutions, LLC	0.23%	Reduce -0.0%	277,867	$21.6M
D. E. Shaw & Co.	0.03%	Reduce -84.9%	276,325	$21.4M
Cahaba Wealth Management, Inc.	1.87%	Reduce -8.7%	274,044	$21.3M
Hennessy Advisors Inc.	0.80%	Reduce -9.9%	272,500	$21.1M
Corebridge Financial, Inc.	0.12%	—	270,974	$21.0M
American Century Companies Inc.	0.01%	Add +2.3%	270,530	$21.0M
Comerica Bank	0.09%	Reduce -0.1%	264,924	$20.6M
CIBC Asset Management Inc	0.07%	Reduce -4.7%	264,087	$20.5M
Corient Private Wealth LP	0.04%	Add +0.2%	260,556	$20.2M
Susquehanna Portfolio Strategies, LLC	0.83%	No change	259,550	$20.1M
Crossmark Global Holdings, Inc.	0.39%	Add +16.3%	258,105	$20.0M
Sabal Trust CO	1.18%	Add +5.6%	256,193	$19.9M
Savant Capital, LLC	0.19%	Add +290.4%	246,591	$19.1M
Financial Counselors Inc.	0.30%	Reduce -0.1%	243,173	$18.9M
Retirement Systems of Alabama	0.07%	Add +0.2%	241,198	$18.7M
FUKOKU MUTUAL LIFE INSURANCE Co	1.38%	No change	231,387	$17.9M
Davidson Investment Advisors	0.92%	Reduce -2.5%	230,374	$17.9M
Florida Trust Wealth Management Co	0.61%	Add +0.4%	229,302	$17.8M
DekaBank Deutsche Girozentrale	0.03%	Add +24.3%	223,145	$17.5M
Mercer Global Advisors Inc.	0.05%	Add +6.5%	251,477	$17.5M
Tiaa Trust, National Association	0.05%	Add +457.9%	223,261	$17.3M
Exchange Traded Concepts, LLC	0.44%	Reduce -14.9%	222,773	$17.3M
Aptus Capital Advisors, LLC	0.33%	Add +21.6%	221,433	$17.2M
Amalgamated Bank	0.15%	Reduce -1.7%	220,895	$17.1M
Stephens Inc.	0.26%	Add +1.6%	220,620	$17.1M
Regions Financial Corp.	0.13%	Reduce -16.5%	218,333	$16.9M
Richard C. Young & CO., LTD.	2.06%	Add +2.0%	218,089	$16.9M
Millennium Management	0.01%	Add +226.3%	215,733	$16.7M
SG Americas Securities, LLC	0.11%	Add +41.7%	214,100	$16.6M
NewEdge Advisors, LLC	0.12%	Add +6.3%	213,413	$16.6M
Forsta Ap-Fonden	0.15%	Reduce -9.3%	212,500	$16.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	0.10%	Add +60.0%	208,996	$16.2M
Czech National Bank	0.18%	Add +8.6%	208,362	$16.2M
Edgar Lomax Co.	1.05%	Reduce -1.6%	208,135	$16.1M
Calamos Advisors LLC	0.11%	Reduce -3.4%	206,747	$16.0M
Zurcher Kantonalbank (Zurich Cantonalbank)	0.05%	Add +7.8%	204,296	$15.8M
Verity & Verity, LLC	1.66%	Add +1.6%	196,368	$15.2M
Nichols & Pratt Advisers LLP	1.01%	No change	192,302	$14.9M
Covalis Capital LLP	2.03%	New	192,044	$14.9M
Becker Capital Management Inc.	0.51%	Reduce -0.7%	192,031	$14.9M
Cerity Partners LLC	0.04%	Add +58.1%	191,777	$14.9M
Daiwa Securities Group Inc.	0.08%	Add +70.9%	191,475	$14.9M
Kayne Anderson Rudnick Investment Management LLC	0.04%	Reduce -2.0%	191,147	$14.8M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)	0.44%	New	190,300	$14.8M
Calamos Wealth Management LLC	0.80%	Add +1.1%	189,248	$14.7M
Public Sector Pension Investment Board	0.09%	Add +50.0%	185,436	$14.4M
Dakota Wealth Management	0.34%	Add +0.1%	184,630	$14.3M
Northwestern Mutual Wealth Management Co.	0.01%	Add +8.5%	184,216	$14.3M
Schroder Investment Management Group	0.02%	Add +5.8%	183,647	$14.2M
Utah Retirement Systems	0.17%	Reduce -4.5%	180,372	$14.0M
USS Investment Management Ltd	0.11%	Add +1.4%	179,381	$13.9M
Eagle Ridge Investment Management	1.28%	Add +1.0%	178,234	$13.8M
MAI Capital Management	0.13%	Add +16.4%	176,586	$13.7M
Huntington National Bank	0.14%	Add +25.3%	171,989	$13.3M
Leavell Investment Management, Inc.	0.73%	Add +1.4%	171,460	$13.3M
Rockefeller Capital Management L.P.	0.04%	Reduce -14.2%	169,012	$13.1M
Cwm, LLC	0.06%	Add +2.8%	168,898	$13.1M
HB Wealth Management, LLC	0.15%	Add +6.3%	166,536	$12.9M
Yousif Capital Management, LLC	0.15%	Reduce -1.2%	166,449	$12.9M
M&T Bank Corp	0.04%	Reduce -2.8%	160,927	$12.5M
Waverly Advisors, LLC	0.24%	Add +75.4%	160,825	$12.5M
ProShare Advisors LLC	0.03%	Add +10.2%	158,754	$12.3M
Capital Group Private Client Services, Inc.	0.12%	Reduce -1.5%	156,821	$12.2M
Pathstone Holdings, LLC	0.05%	Add +5.8%	155,555	$12.1M
Lockheed Martin Investment Management Co.	0.70%	Reduce -14.9%	155,320	$12.0M
State of Alaska, Department of Revenue	0.13%	Add +5.5%	154,860	$12.0M
Advisors Capital Management, LLC	0.21%	Add +629.0%	152,190	$11.8M
Pinnacle Financial Partners Inc	0.25%	Add +2.9%	152,998	$11.8M
Walleye Capital LLC	0.14%	Add +371.2%	151,397	$11.7M
Public Employees Retirement Association of Colorado	0.05%	Reduce -3.2%	151,196	$11.7M
Envestnet Portfolio Solutions, Inc.	0.04%	Reduce -0.2%	150,837	$11.7M
New York Life Investment Management LLC	0.12%	Add +0.8%	150,188	$11.7M
O'shaughnessy Asset Management, LLC	0.12%	Add +25.9%	149,461	$11.6M
Tower Research Capital LLC (TRC)	0.19%	Add +449.8%	148,878	$11.5M
Jacobs Levy Equity Management, Inc.	0.05%	Add +266.7%	148,528	$11.5M
Bragg Financial Advisors, Inc	0.51%	Add +0.7%	148,214	$11.5M
Daiichi Life Insurance Co., Ltd.	0.28%	Add +14.0%	147,128	$11.4M
Benjamin F. Edwards & Company, Inc.	0.20%	Add +0.2%	146,262	$11.3M
Xponance LLC	0.12%	Reduce -0.4%	145,850	$11.3M
Guggenheim Capital LLC	0.08%	Add +32.8%	145,690	$11.3M
Atria Investments, Inc	0.15%	Add +0.1%	145,543	$11.3M
Nisa Investment Advisors, LLC	0.07%	Reduce -14.1%	144,227	$11.2M
AQR Capital Management	0.02%	Reduce -10.9%	142,860	$11.1M
Commerce Bank	0.07%	Add +13.7%	142,743	$11.1M
Cibc World Markets Corp.	0.07%	Add +28.8%	140,832	$10.9M
CIBC Private Wealth Group LLC	0.02%	Add +1.5%	139,430	$10.8M
CCM Investment Advisers LLC	1.27%	Add +0.8%	139,054	$10.8M
Rockland Trust Co.	0.57%	Reduce -12.0%	138,400	$10.7M
Sumitomo Mitsui DS Asset Management Company, Ltd	0.13%	Add +0.3%	138,205	$10.7M
Mutual of America Capital Management LLC	0.12%	Reduce -3.6%	137,888	$10.7M
Klingenstein Fields & Co. LP	0.44%	New	136,961	$10.6M
Vestcor Inc	0.36%	Add +1.1%	135,642	$10.5M
Edgestream Partners, L.P.	0.49%	Add +414.6%	131,945	$10.2M
Cullinan Associates Inc.	0.58%	Reduce -32.4%	131,666	$10.2M
Biondo Investment Advisors, LLC	1.51%	Add +3.0%	131,660	$10.2M
Alerus Financial NA	0.76%	Add +1.2%	130,802	$10.1M
Intact Investment Management Inc.	0.38%	Add +93.5%	130,000	$10.1M
Nissay Asset Management Corp. /Japan	0.07%	Add +2.6%	129,010	$10.0M
RFG Advisory, LLC	0.33%	Add +1.4%	128,987	$10.0M
Keybank National Association	0.04%	Reduce -1.2%	128,342	$10.0M
Bell Bank	0.83%	Reduce -2.1%	127,157	$9.9M
Independent Advisor Alliance	0.34%	Add +4.5%	126,751	$9.8M
Agf Management Ltd.	0.05%	Reduce -1.6%	124,456	$9.7M
Signature Wealth Management Group	4.22%	Add +2.5%	124,365	$9.6M
Advisory Services Network, LLC	0.20%	Add +2.1%	122,623	$9.5M
Jamison Private Wealth Management, Inc.	1.58%	Add +0.2%	122,215	$9.5M
Core Alternative Capital	1.89%	Reduce -10.1%	121,961	$9.5M
Tortoise Capital Advisors, L.L.C.	0.12%	Reduce -11.5%	120,955	$9.4M
Janus Henderson Group PLC	0.01%	Reduce -15.9%	120,951	$9.4M
Bank of Nova Scotia	0.02%	Reduce -15.4%	119,162	$9.2M
Rafferty Asset Management, LLC	0.03%	Reduce -5.5%	118,627	$9.2M
Morgan Dempsey Capital Management LLC	3.04%	Reduce -2.4%	117,363	$9.1M
Pinnacle Associates Ltd.	0.14%	Add +1.8%	116,338	$9.0M
Raymond James Trust N.A.	0.21%	Add +0.6%	114,638	$8.9M
TCTC Holdings, LLC	0.30%	Reduce -4.5%	111,782	$8.7M
Kanawha Capital Management LLC	0.68%	Add +6.9%	111,576	$8.7M
Ilmarinen Mutual Pension Insurance Co	0.10%	Reduce -4.7%	111,500	$8.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0.02%	—	110,212	$8.5M
Moody LYNN Lieberson & Walker, LLC	0.56%	Add +76.0%	110,067	$8.5M
Private Advisor Group, LLC	0.06%	Add +2.1%	109,052	$8.5M
Visionary Wealth Advisors	0.55%	Add +2.7%	108,031	$8.4M
Arkadios Wealth Advisors	0.56%	Add +2.9%	107,557	$8.3M
Allianz Asset Management GmbH	0.01%	Reduce -23.3%	107,103	$8.3M
Employees Retirement System of Texas	0.09%	New	106,970	$8.3M
Associated Banc-Corp	0.26%	Reduce -1.9%	106,952	$8.3M
Fifth Third Bancorp	0.03%	Reduce -12.0%	106,862	$8.3M
Keel Point, LLC	0.74%	Add +6.1%	94,085	$8.2M
Pacer Advisors, Inc.	0.02%	Reduce -6.6%	105,742	$8.2M
Fiduciary Group, LLC	0.88%	Reduce -3.0%	105,507	$8.2M
Robeco Institutional Asset Management B.V.	0.02%	Reduce -5.5%	105,181	$8.2M
Atria Wealth Solutions, Inc.	0.09%	Add +7.0%	103,689	$8.0M
Beacon Pointe Advisors, LLC	0.09%	Reduce -1.7%	102,787	$8.0M
Fisher Asset Management	0.00%	Add +12.2%	102,772	$8.0M
Advisors Management Group Inc.	1.96%	Add +0.1%	101,119	$7.8M
Hantz Financial Services, Inc.	0.15%	Reduce -3.9%	100,996	$7.8M
Blair William & Co.	0.02%	Add +9.3%	100,412	$7.8M
Principle Wealth Partners LLC	0.59%	Add +2.4%	99,371	$7.7M
Rothschild Investment LLC	0.54%	Add +185.7%	99,227	$7.7M
DAVENPORT & Co LLC	0.05%	Reduce -4.4%	99,135	$7.7M
Wealthfront Advisers LLC	0.03%	Add +12.8%	98,971	$7.7M
Avantax Advisory Services, Inc.	0.05%	Add +13.5%	97,707	$7.6M
Azimuth Capital Investment Management LLC	0.31%	Add +2.5%	97,291	$7.5M
QRG Capital Management, Inc.	0.09%	Add +7.9%	96,608	$7.5M
ARS Wealth Advisors Group, LLC	0.96%	Reduce -1.5%	95,294	$7.4M
Vanguard Personalized Indexing Management, LLC	0.14%	Add +19.9%	95,450	$7.4M
Advocate Group LLC	1.47%	Reduce -0.6%	94,134	$7.3M
Oregon Public Employees Retirement Fund	0.14%	Add +0.7%	93,929	$7.3M
Insight Folios Inc	2.99%	Reduce -0.3%	93,896	$7.3M
IFG Advisory, LLC	0.47%	Add +4.5%	93,492	$7.3M
Gulf International Bank (UK) Ltd	0.18%	Reduce -0.5%	91,969	$7.1M
Thomasville National Bank	0.56%	Reduce -0.6%	90,971	$7.1M
Cornerstone Wealth Group, LLC	0.63%	Reduce -46.3%	90,706	$7.0M
Dynamic Advisor Solutions LLC	0.22%	Add +10.8%	90,597	$7.0M
Edgemoor Investment Advisors, Inc.	0.66%	Reduce -1.9%	90,205	$7.0M
Sagefield Capital LP	0.73%	Add +113.4%	89,211	$6.9M
Brookstone Capital Management	0.11%	Add +6.1%	84,229	$6.9M
United Capital Financial Advisors, LLC	0.06%	Reduce -4.2%	87,850	$6.8M
First PREMIER Bank	1.82%	Reduce -1.8%	87,664	$6.8M
Windle Wealth, LLC	4.14%	Reduce -3.0%	87,518	$6.8M
Sound View Wealth Advisors Group, LLC	0.70%	Reduce -2.7%	87,319	$6.8M
MassMutual Private Wealth & Trust, FSB	0.20%	Reduce -0.4%	86,751	$6.7M
Teachers Retirement System of the State of Kentucky	0.06%	Reduce -2.8%	86,129	$6.7M
Steward Partners Investment Advisory, LLC	0.07%	Add +2.5%	85,541	$6.6M
TD Waterhouse Canada Inc.	0.06%	Add +53.7%	85,736	$6.6M
Aull & Monroe Investment Management Corp	3.23%	Reduce -4.1%	84,885	$6.6M
Maryland State Retirement & Pension System	0.12%	No change	84,832	$6.6M
KBC Group NV	0.02%	Add +9.3%	84,568	$6.6M
Chronos Wealth Management, LLC	3.64%	Add +0.6%	84,426	$6.5M
Mizuho Securities USA LLC	0.14%	New	84,311	$6.5M
GLOBALT Investments LLC / GA	0.26%	Reduce -1.8%	84,167	$6.5M
AE Wealth Management LLC	0.06%	Add +49.4%	82,848	$6.4M
King Luther Capital Management Corp.	0.03%	Add +2.8%	82,600	$6.4M
CENTRAL TRUST Co	0.16%	Reduce -0.8%	82,440	$6.4M
Kentucky Retirement Systems	0.19%	Reduce -0.5%	82,397	$6.4M
MainStreet Investment Advisors LLC	0.78%	Reduce -4.6%	82,239	$6.4M
Am Investment Strategies LLC	1.57%	Add +0.3%	81,888	$6.4M
Thrivent Financial for Lutherans	0.01%	Add +7.1%	81,144	$6.3M
Zions Bancorporation, N.A.	0.50%	Reduce -17.0%	80,811	$6.3M
Baltimore-Washington Financial Advisors, Inc.	0.37%	Add +1.8%	80,572	$6.2M
Sky Investment Group LLC	1.22%	Reduce -2.4%	80,292	$6.2M
Cornerstone Advisors, LLC	0.25%	Reduce -8.9%	80,000	$6.2M
MBB Public Markets I LLC	0.13%	New	79,420	$6.2M
Prospera Financial Services Inc	0.17%	Add +1.3%	79,191	$6.1M
Lido Advisors, LLC	0.05%	Reduce -12.7%	77,984	$6.0M
Trustmark Bank Trust Department	0.48%	Add +0.3%	77,583	$6.0M
Towne Trust Company, N.A	2.33%	Reduce -3.8%	77,373	$6.0M
Albion Financial Group	0.45%	Reduce -0.8%	77,299	$6.0M
Concurrent Investment Advisors, LLC	0.20%	Add +54.3%	77,153	$6.0M
Anchor Investment Management, LLC	0.61%	Reduce -0.7%	76,605	$5.9M
Glenmede Trust Co. NA	0.03%	Add +43.5%	76,037	$5.9M
Carret Asset Management, LLC	0.69%	Reduce -0.4%	76,026	$5.9M
Assenagon Asset Management S.A.	0.01%	Reduce -63.0%	75,997	$5.9M
Telos Capital Management, Inc.	0.65%	Reduce -0.5%	75,116	$5.8M
Ieq Capital, LLC	0.08%	Add +7.3%	75,059	$5.8M
Foster Victor Wealth Advisors, LLC	0.49%	Reduce -51.3%	71,634	$5.8M
Coston, McIsaac & Partners	1.83%	Add +2.4%	74,827	$5.8M
Bfsg, LLC	0.73%	Add +5028.4%	74,670	$5.8M
Naples Global Advisors, LLC	0.58%	Reduce -0.0%	74,094	$5.7M
B. Riley Wealth Advisors, Inc.	0.15%	Reduce -6.3%	73,720	$5.7M
Van Lanschot Kempen Investment Management N.V.	0.06%	No change	73,382	$5.7M
Capital Investment Counsel, LLC	1.11%	Add +3.8%	73,084	$5.7M
Teacher Retirement System of Texas	0.03%	Reduce -79.1%	72,919	$5.7M
Oppenheimer & Co. Inc.	0.09%	Add +7.2%	72,152	$5.6M
Coldstream Capital Management Inc.	0.14%	Reduce -0.2%	71,625	$5.6M
Ellsworth Advisors, LLC	1.55%	Add +3.3%	71,560	$5.6M
Neuberger Berman Group LLC	0.00%	Reduce -4.0%	71,154	$5.5M
D.A. Davidson & Co.	0.05%	Reduce -3.2%	70,946	$5.5M
South Dakota Investment Council	0.11%	Reduce -0.9%	70,483	$5.5M
Jackson Hole Capital Partners, LLC	1.20%	Add +5.9%	70,191	$5.4M
Hartford Investment Management Co.	0.19%	Reduce -0.5%	70,139	$5.4M
Carson Advisory Inc.	3.81%	Add +0.0%	69,968	$5.4M
Moors & Cabot, Inc.	0.29%	Add +1.3%	69,854	$5.4M
Lanark Financial, Inc.	0.49%	Add +2.0%	69,597	$5.4M
Cornerstone Capital, Inc.	0.54%	Reduce -9.0%	69,062	$5.4M
Institutional & Family Asset Management, LLC	0.82%	Reduce -1.3%	68,650	$5.3M
Metis Global Partners, LLC	0.18%	Add +5.1%	67,742	$5.3M
Man Group plc	0.01%	Add +14.6%	67,289	$5.2M
UMB Bank, n.a.	0.09%	Reduce -5.6%	66,975	$5.2M
Community Bank & Trust, Waco, Texas	1.29%	Reduce -0.2%	66,592	$5.2M
Lumbard & Kellner, LLC	2.42%	Reduce -0.6%	65,983	$5.1M
Integrated Wealth Concepts LLC	0.07%	Add +1.3%	65,837	$5.1M
Americana Partners, LLC	0.40%	Add +137.5%	65,604	$5.1M
Mitchell McLeod Pugh & Williams Inc.	1.16%	Add +1.5%	65,578	$5.1M
Royal London Asset Management Ltd.	0.01%	No change	65,519	$5.1M
Cresset Asset Management, LLC	0.02%	Add +7.9%	65,416	$5.1M
City Holding Co.	0.75%	Add +1.4%	65,253	$5.1M
Spirepoint Private Client, LLC	0.72%	Add +9.4%	65,198	$5.1M
Foundations Investment Advisors, LLC	0.12%	Add +5.6%	65,161	$5.1M
Quantinno Capital Management LP	0.09%	Add +10.4%	65,026	$5.0M
Aventail Capital Group, LP	0.35%	New	64,292	$5.0M
Sigma Planning Corp	0.16%	Reduce -1.8%	64,262	$5.0M
Simmons Bank	0.38%	Add +10.8%	64,113	$5.0M
Buckhead Capital Management LLC	1.68%	Add +9.1%	64,113	$5.0M
Baugh & Associates, LLC	2.56%	Reduce -3.8%	61,283	$4.9M
Global Wealth Management Investment Advisory, Inc.	1.14%	Add +3.4%	63,265	$4.9M
Shilanski & Associates, Inc.	1.64%	Add +0.4%	62,951	$4.9M
StoneX Group Inc.	0.39%	Add +7.2%	62,927	$4.9M
Securian Asset Management, Inc.	0.14%	Reduce -2.1%	62,872	$4.9M
Goelzer Investment Management, Inc.	0.27%	Reduce -1.7%	62,758	$4.9M
Trek Financial, LLC	0.39%	New	62,556	$4.9M
Schaper Benz & Wise Investment Counsel Inc.	0.42%	Reduce -10.5%	62,199	$4.8M
Stratos Wealth Partners, LTD.	0.08%	Add +0.6%	62,186	$4.8M
SpiderRock Advisors, LLC	0.13%	Reduce -0.1%	61,910	$4.8M
Louisiana State Employees Retirement System	0.09%	Reduce -2.5%	61,900	$4.8M
First Citizens Bank & Trust Co.	0.09%	Reduce -0.9%	61,607	$4.8M
American Trust Investment Advisors, LLC	2.29%	Add +8.3%	60,782	$4.7M
Clearbridge Investments, LLC	0.00%	Reduce -2.8%	60,765	$4.7M
Profund Advisors LLC	0.17%	Add +48.4%	60,376	$4.7M
Schnieders Capital Management LLC	0.95%	Add +3.7%	60,274	$4.7M
Bridge Creek Capital Management LLC	1.49%	Reduce -0.3%	59,715	$4.6M
Lombard Odier Asset Management (Switzerland) SA	0.47%	Reduce -11.4%	59,467	$4.6M
B. Metzler seel. Sohn & Co. AG	0.04%	Reduce -4.7%	58,646	$4.5M
Hennion & Walsh Asset Management, Inc.	0.23%	Reduce -17.8%	58,067	$4.5M
Clearstead Advisors, LLC	0.08%	Add +595.7%	57,977	$4.5M
Bayesian Capital Management, LP	0.51%	New	57,300	$4.4M
Park Avenue Securities LLC	0.05%	Add +1.9%	57,214	$4.4M
Great Valley Advisor Group, Inc.	0.12%	Add +9.5%	56,988	$4.4M
United Bank	2.19%	Add +0.6%	56,508	$4.4M
First Personal Financial Services	0.98%	Add +3.9%	55,954	$4.3M
Pathway Financial Advisers, LLC	1.56%	Reduce -1.0%	56,007	$4.3M
Trinity Legacy Partners, LLC	1.23%	Add +0.8%	55,587	$4.3M
UniSuper Management Pty Ltd	0.04%	Add +96.7%	55,425	$4.3M
Nordea Investment Management AB	0.01%	Add +4.1%	55,019	$4.3M
New Mexico Educational Retirement Board	0.15%	No change	54,987	$4.3M
Trajan Wealth LLC	0.27%	Reduce -1.1%	54,804	$4.3M
First Bank & Trust	0.87%	Reduce -0.5%	54,775	$4.2M
Kestra Private Wealth Services, LLC	0.09%	Reduce -3.8%	54,771	$4.2M
Planning Capital Management Corp	2.94%	Reduce -4.0%	53,690	$4.2M
Wealthcare Advisory Partners LLC	0.13%	Reduce -2.9%	53,445	$4.1M
Mirae Asset Global Investments Co., Ltd.	0.02%	Reduce -55.0%	78,437	$4.1M
Wesbanco Bank Inc.	0.15%	Reduce -1.5%	52,589	$4.1M
Ameritas Investment Partners, Inc.	0.14%	Reduce -0.5%	51,800	$4.0M
Main Street Financial Solutions, LLC	0.38%	Add +3.7%	51,599	$4.0M
Oakworth Capital, Inc.	0.29%	Add +2.4%	51,583	$4.0M
Montag A & Associates Inc.	0.20%	Add +0.0%	51,551	$4.0M
Birmingham Capital Management Co. Inc.	1.56%	Reduce -13.8%	51,400	$4.0M
Summit Financial, LLC	0.18%	Add +184.2%	51,017	$4.0M
Advisors Asset Management, Inc.	0.08%	Reduce -3.8%	50,908	$3.9M
Sequoia Financial Advisors, LLC	0.05%	Add +11.4%	50,652	$3.9M
Money Concepts Capital Corp.	0.33%	Reduce -0.6%	50,585	$3.9M
Sugarloaf Wealth Management, LLC	0.69%	Reduce -0.0%	49,860	$3.9M
Bremer Bank National Association	0.75%	Reduce -3.7%	49,759	$3.9M
Essex Financial Services, Inc.	0.29%	Add +29.4%	44,442	$3.8M
All Terrain Financial Advisors, LLC	1.61%	Add +0.8%	49,498	$3.8M
Apollon Wealth Management, LLC	0.12%	Add +6.3%	49,079	$3.8M
Caxton Associates LP	0.15%	New	48,547	$3.8M
Csenge Advisory Group	0.21%	Add +8.4%	48,445	$3.8M
Greatmark Investment Partners, Inc.	0.54%	Reduce -0.5%	48,105	$3.7M
Shorepoint Capital Partners LLC	0.87%	Add +2.2%	47,955	$3.7M
Signaturefd, LLC	0.08%	Add +3.3%	47,882	$3.7M
Laurel Wealth Advisors LLC	0.65%	Reduce -5.0%	47,609	$3.7M
Tokio Marine Asset Management Co. Ltd.	0.17%	Add +4.7%	46,965	$3.6M
Argent Trust Co	0.16%	Add +14.0%	46,655	$3.6M
Woodley Farra Manion Portfolio Management Inc.	0.19%	Add +1.2%	46,293	$3.6M
OneDigital Investment Advisors LLC	0.04%	Add +26.4%	46,111	$3.6M
Morton Community Bank	1.00%	Add +7.5%	45,835	$3.6M
Equitable Holdings, Inc.	0.04%	Reduce -1.9%	45,804	$3.6M
Prime Capital Investment Advisors, LLC	0.05%	Add +11.0%	45,512	$3.5M
Virginia Wealth Management Group, Inc.	3.22%	Reduce -0.7%	45,421	$3.5M
Palisade Asset Management, LLC	0.36%	No change	45,394	$3.5M
Red Cedar Investment Management, LLC	0.47%	No change	44,897	$3.5M
Bessemer Group Inc.	0.01%	Add +1.5%	44,887	$3.5M
Hengehold Capital Management LLC	0.36%	Add +0.4%	44,839	$3.5M
Parkside Investments, LLC	0.55%	New	44,800	$3.5M
Waters Parkerson & Co., LLC	0.18%	Add +3.9%	44,454	$3.4M
Alpine Woods Capital Investors, LLC	0.53%	Add +6.3%	44,450	$3.4M
Level Four Advisory Services, LLC	0.15%	Reduce -33.1%	44,306	$3.4M
Rench Wealth Management, Inc.	1.23%	Add +1.7%	44,072	$3.4M
MTM Investment Management, LLC	1.40%	Add +0.1%	43,922	$3.4M
Cary Street Partners Investment Advisory LLC	0.14%	Add +3.1%	43,726	$3.4M
Richard Bernstein Advisors LLC	0.07%	No change	43,628	$3.4M
Brown Advisory Inc.	0.00%	Add +14.1%	43,569	$3.4M
Canandaigua National Bank & Trust Co.	0.37%	Reduce -0.9%	43,413	$3.4M
Capital Fund Management S.A.	0.04%	Reduce -76.6%	43,111	$3.3M
&partners	0.15%	Add +149.5%	43,110	$3.3M
Tudor Investment Corporation	0.04%	Reduce -26.5%	43,016	$3.3M
Fulton Bank, N.A.	0.13%	Reduce -3.2%	42,716	$3.3M
Folger Nolan Fleming Douglas Capital Management, Inc.	0.33%	Reduce -4.7%	41,716	$3.2M
Credit Agricole S A	0.02%	Reduce -48.5%	41,543	$3.2M
Nepsis Inc.	0.86%	Reduce -2.1%	41,255	$3.2M
Panagora Asset Management Inc.	0.02%	Reduce -48.3%	40,909	$3.2M
Merit Financial Group, LLC	0.07%	Reduce -4.7%	40,906	$3.2M
Mainstay Capital Management LLC	0.56%	Add +3.0%	40,830	$3.2M
TrueWealth Advisors, LLC	1.17%	Add +6.3%	40,818	$3.2M
Sovereign Financial Group, Inc.	0.79%	Reduce -1.2%	40,714	$3.2M
Patrick Mauro Investment Advisor, INC.	1.83%	Reduce -5.8%	40,592	$3.1M
Providence Capital Advisors, LLC	0.69%	Add +1.4%	40,535	$3.1M
NEOS Investment Management LLC	0.13%	Add +47.2%	40,368	$3.1M
HighPoint Advisor Group LLC	0.19%	Add +0.6%	37,314	$3.1M
Hodges Capital Management Inc.	0.21%	New	40,018	$3.1M
Blue Trust, Inc.	0.04%	Add +2.2%	43,243	$3.1M
Intech Investment Management LLC	0.04%	Reduce -4.5%	39,926	$3.1M
Choreo, LLC	0.05%	Add +161.9%	40,077	$3.1M
Great Lakes Advisors, LLC	0.03%	Add +9.0%	39,572	$3.1M
Bison Wealth, LLC	0.50%	No change	42,738	$3.1M
Praxis Investment Management Inc.	0.21%	No change	41,691	$3.1M
TD Private Client Wealth LLC	0.10%	Reduce -10.8%	39,471	$3.1M
Avantax Planning Partners, Inc.	0.10%	Reduce -9.4%	39,194	$3.0M
GYL Financial Synergies, LLC	0.23%	Reduce -1.4%	38,905	$3.0M
LongView Wealth Management	1.11%	Reduce -3.8%	38,645	$3.0M
Brick & Kyle, Associates	1.24%	Reduce -0.8%	38,468	$3.0M
Gladstone Institutional Advisory LLC	0.16%	Add +8.3%	38,413	$3.0M
Dearborn Partners LLC	0.13%	Reduce -2.0%	38,401	$3.0M
OMERS ADMINISTRATION Corp	0.03%	New	37,893	$2.9M
Woodstock Corp.	0.30%	Add +4.4%	37,773	$2.9M
Peapack Gladstone Financial Corp.	0.04%	Add +9.0%	37,519	$2.9M
Norinchukin Bank, The	0.08%	Add +3.0%	37,369	$2.9M
Bailard, Inc.	0.08%	Add +37.4%	37,041	$2.9M
Family Legacy, Inc.	1.02%	Reduce -0.5%	36,593	$2.8M
Empirical Finance, LLC	0.18%	Reduce -6.0%	36,554	$2.8M
Lantz Financial LLC	0.88%	Reduce -1.4%	36,338	$2.8M
Pettyjohn, Wood & White, Inc.	0.54%	Reduce -2.3%	36,000	$2.8M
Bokf, NA	0.05%	Reduce -1.6%	35,997	$2.8M
Woodmont Investment Counsel LLC	0.23%	Reduce -1.2%	35,655	$2.8M
Forte Capital LLC	0.33%	Reduce -2.1%	35,553	$2.8M
Kentucky Retirement Systems Insurance Trust Fund	0.19%	Reduce -2.0%	35,267	$2.7M
Murphy, Middleton, Hinkle & Parker, Inc.	1.59%	Add +0.0%	35,203	$2.7M
McRae Capital Management Inc.	0.62%	Reduce -5.6%	35,054	$2.7M
First National Trust Co	0.11%	Reduce -13.6%	34,962	$2.7M
First Trust Direct Indexing L.P.	0.17%	Add +27.7%	34,882	$2.7M
Northwestern Mutual Investment Management Company, LLC	0.07%	Add +0.6%	34,797	$2.7M
Kingsview Wealth Management, LLC	0.06%	Add +24.0%	34,664	$2.7M
Robbins Farley	1.42%	Add +5.5%	34,564	$2.7M
Daymark Wealth Partners, LLC	0.12%	Add +9.2%	34,542	$2.7M
Compagnie Lombard Odier SCmA	0.05%	No change	34,500	$2.7M
Cibc World Market Inc.	0.01%	Add +6.3%	34,440	$2.7M
Stamos Capital Partners, L.P.	0.56%	New	34,070	$2.6M
KCM Investment Advisors LLC	0.09%	Reduce -0.9%	33,746	$2.6M
Raleigh Capital Management Inc.	1.10%	Reduce -7.5%	33,343	$2.6M
Nicholas Hoffman & Company, LLC.	0.12%	Reduce -1.2%	32,907	$2.6M
Banco Bilbao Vizcaya Argentaria, S.A.	0.03%	Reduce -3.0%	32,655	$2.5M
Hartford Financial Management Inc.	0.54%	No change	32,447	$2.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	0.00%	No change	32,400	$2.5M
Allworth Financial LP	0.02%	Add +11.4%	30,786	$2.5M
Coastal Bridge Advisors, LLC	0.62%	Add +0.5%	32,300	$2.5M
Johnson Investment Counsel Inc.	0.03%	Add +0.8%	32,228	$2.5M
Harbour Investments, Inc.	0.08%	Add +3.6%	32,079	$2.5M
Leelyn Smith, LLC	0.48%	Reduce -2.0%	31,997	$2.5M
Hayek Kallen Investment Management	0.92%	Reduce -0.3%	31,785	$2.5M
L & S Advisors Inc	0.31%	Add +6.2%	31,569	$2.4M
Marshall Financial Group, LLC	0.68%	New	31,418	$2.4M
SouthState Bank Corp	0.18%	Add +0.2%	31,317	$2.4M
Harbour Trust & Investment Management Co	0.29%	Reduce -10.0%	31,091	$2.4M
Holderness Investments Co.	0.57%	Reduce -0.0%	30,950	$2.4M
Bank of Hawaii	0.11%	Reduce -0.9%	30,873	$2.4M
Buckingham Strategic Wealth, LLC	0.02%	Reduce -10.0%	30,778	$2.4M
Texas Yale Capital Corp.	0.11%	Reduce -1.3%	30,681	$2.4M
Biltmore Family Office, LLC	0.44%	No change	30,652	$2.4M
apricus wealth, LLC	1.70%	Add +3.1%	30,605	$2.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	0.01%	Reduce -2.4%	30,611	$2.4M
United Services Automobile Association	0.06%	Reduce -7.0%	30,600	$2.4M
Concord Wealth Partners	0.41%	Add +1.4%	30,254	$2.3M
IFP Advisors, Inc	0.09%	Reduce -4.8%	30,217	$2.3M
Bank Ozk	1.01%	Add +11.9%	30,037	$2.3M
Pinnacle Wealth Management Advisory Group, LLC	0.24%	Add +1.4%	30,003	$2.3M
Systematic Alpha Investments, LLC	0.09%	No change	30,000	$2.3M
Clarkston Capital Partners, LLC	0.04%	Reduce -25.5%	30,000	$2.3M
U.S. Capital Wealth Advisors, LLC	0.09%	Add +5.9%	29,929	$2.3M
Wills Financial Group, Inc.	1.07%	Add +0.1%	29,920	$2.3M
Broadwater Capital Management LLC	1.79%	Reduce -1.0%	29,881	$2.3M
Jones Financial Companies LLLP	0.00%	Add +230.2%	29,854	$2.3M
Mutual Advisors, LLC	0.07%	Add +4.1%	27,782	$2.3M
Pullen Investment Management, LLC	1.90%	Add +1.6%	29,517	$2.3M
Greenleaf Trust	0.02%	Add +7.0%	29,391	$2.3M
Mechanics Bank Trust Department	0.32%	Reduce -3.3%	29,010	$2.3M
Rockline Wealth Management, LLC	0.69%	Add +1.8%	28,981	$2.2M
Allen Mooney & Barnes Investment Advisors LLC	0.40%	Reduce -13.4%	28,951	$2.2M
Diversified, LLC	0.26%	Add +1.9%	28,920	$2.2M
Centaurus Financial, Inc.	0.15%	Add +4.5%	28,878	$2.2M
Regal Investment Advisors LLC	0.15%	Add +4.4%	28,841	$2.2M
JPL Wealth Management, LLC	1.09%	Add +4.5%	28,796	$2.2M
Argyle Capital Management, LLC	0.92%	Reduce -4.3%	28,771	$2.2M
Sowell Financial Services LLC	0.11%	Reduce -3.3%	28,623	$2.2M
Concourse Financial Group Securities, Inc.	0.14%	Reduce -1.9%	28,530	$2.2M
Shelton Capital Management	0.06%	Reduce -41.2%	28,509	$2.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.37%	Reduce -1.2%	28,455	$2.2M
Meiji Yasuda Asset Management Co Ltd.	0.09%	Add +8.4%	28,390	$2.2M
Old Port Advisors	0.66%	Add +1.8%	28,325	$2.2M
Harbor Capital Advisors, Inc.	0.17%	Reduce -0.9%	28,261	$2.2M
Smith Chas P & Associates Pa Cpas	0.13%	Reduce -2.7%	28,236	$2.2M
GUNN & Co INVESTMENT MANAGEMENT, INC.	0.13%	New	28,236	$2.2M
Shoker Investment Counsel, Inc.	0.77%	New	28,219	$2.2M
Simplicity Wealth,LLC	0.05%	Add +7.0%	28,027	$2.2M
Verdence Capital Advisors LLC	0.19%	Reduce -7.5%	27,988	$2.2M
TFG Advisers LLC	0.84%	Add +0.3%	27,983	$2.2M
Adalta Capital Management LLC	1.18%	Add +0.1%	27,919	$2.2M
PFG Investments, LLC	0.15%	Add +4.9%	27,791	$2.2M
Steel Grove Capital Advisors, LLC	0.30%	Reduce -6.3%	27,788	$2.2M
United Community Bank	0.87%	Reduce -4.7%	27,684	$2.1M
Waterloo Capital, L.P.	0.26%	New	27,673	$2.1M
J.W. Cole Advisors, Inc.	0.10%	Add +1.3%	27,644	$2.1M
Barometer Capital Management Inc.	0.83%	New	27,640	$2.1M
Snowden Capital Advisors LLC	0.06%	Reduce -3.7%	27,635	$2.1M
Tyche Wealth Partners LLC	0.52%	Add +13.6%	27,476	$2.1M
Essex LLC	0.48%	Add +4.8%	27,471	$2.1M
Miller Howard Investments Inc.	0.07%	Reduce -0.6%	27,342	$2.1M
EverSource Wealth Advisors, LLC	0.14%	Reduce -0.5%	25,356	$2.1M
Jacobi Capital Management LLC	0.18%	Reduce -0.4%	27,271	$2.1M
Hancock Whitney Corp.	0.07%	Reduce -0.4%	27,007	$2.1M
Kavar Capital Partners Group, LLC	0.38%	Reduce -0.9%	26,943	$2.1M
Capital Square, LLC	1.36%	Add +0.7%	25,464	$2.1M
CSS LLC	0.45%	New	26,700	$2.1M
Sheaff Brock Investment Advisors, LLC	0.19%	Reduce -12.9%	26,646	$2.1M
Greenland Capital Management LP	0.44%	New	26,530	$2.1M
IHT Wealth Management, LLC	0.08%	Add +3.8%	26,199	$2.0M
John G Ullman & Associates Inc.	0.31%	Add +1.1%	26,093	$2.0M
Renaissance Technologies	0.00%	Reduce -96.1%	26,000	$2.0M
NBT Bank, N.A.	0.14%	Reduce -4.4%	25,870	$2.0M
Private Trust Co. NA	0.22%	Reduce -1.4%	25,848	$2.0M
FAS Wealth Partners, Inc.	0.17%	Add +5.5%	25,839	$2.0M
Advanced Asset Management Advisors Inc	0.53%	New	25,805	$2.0M
Concord Asset Management, LLC	0.50%	Add +8.5%	25,759	$2.0M
Perigon Wealth Management, LLC	0.06%	Add +3.8%	25,567	$2.0M
S.E.E.D. Planning Group LLC	0.72%	Reduce -4.4%	25,548	$2.0M
Bleakley Financial Group, LLC	0.06%	Add +8.2%	25,311	$2.0M
Claro Advisors Inc.	0.30%	Add +4.2%	25,077	$1.9M
American Assets Investment Management, LLC	0.18%	No change	25,000	$1.9M
Ascent Wealth Partners, LLC	0.28%	Reduce -0.9%	24,946	$1.9M
Leo Wealth, LLC	0.20%	Add +1.9%	24,910	$1.9M
Huber Capital Management LLC	0.44%	Reduce -3.5%	24,797	$1.9M
Dynamic Technology Lab Private Ltd	0.22%	New	24,760	$1.9M
Stolper Co	0.67%	Add +0.6%	24,717	$1.9M
Armor Investment Advisors, LLC	0.88%	Reduce -9.4%	24,654	$1.9M
Vident Advisory, LLC	0.05%	New	24,480	$1.9M
Kingswood Wealth Advisors, LLC	0.17%	Add +3.0%	24,473	$1.9M
HHM Wealth Advisors, LLC	0.28%	Add +40.8%	24,400	$1.9M
Caprock Group, LLC	0.08%	Add +19.8%	24,386	$1.9M
Investment Management Corp of Ontario	0.05%	Add +38.0%	24,342	$1.9M
Naviter Wealth, LLC	0.28%	Add +6.6%	23,947	$1.9M
Citizens National Bank Trust Department	0.41%	Reduce -1.8%	23,841	$1.8M
Linden Thomas Advisory Services, LLC	0.28%	Reduce -0.3%	23,761	$1.8M
Trust Co. of Vermont	0.10%	Reduce -0.5%	23,601	$1.8M
LBMC Investment Advisors, LLC	0.16%	Add +0.1%	23,522	$1.8M
CFS Investment Advisory Services, LLC	0.15%	New	23,456	$1.8M
First County Bank	0.94%	Reduce -10.4%	23,460	$1.8M
Teza Capital Management LLC	0.22%	Add +0.1%	23,236	$1.8M
Nomura Holdings Inc.	0.01%	Add +166.5%	23,203	$1.8M
Donaldson Capital Management, LLC	0.08%	Reduce -10.5%	23,094	$1.8M
Schechter Investment Advisors, LLC	0.14%	Add +82.3%	23,073	$1.8M
Wedbush Securities Inc.	0.06%	Add +5.1%	23,042	$1.8M
D L Carlson Investment Group Inc.	0.34%	Add +56.1%	22,792	$1.8M
First City Capital Management, Inc.	0.99%	Reduce -0.5%	22,720	$1.8M
NTV Asset Management LLC	0.25%	Reduce -0.1%	22,689	$1.8M
Vectors Research Management, LLC	0.54%	Reduce -2.7%	22,506	$1.7M
HF Advisory Group, LLC	0.90%	Reduce -3.3%	22,490	$1.7M
Equitable Trust Co.	0.12%	Reduce -14.3%	22,425	$1.7M
Principal Securities, Inc.	0.05%	Add +17.0%	22,411	$1.7M
Axxcess Wealth Management, LLC	0.05%	Add +24.6%	22,353	$1.7M
Stock Yards Bank & Trust Co.	0.06%	Reduce -1.0%	22,293	$1.7M
Baillie Gifford & Co.	0.00%	Add +27.0%	22,231	$1.7M
Old North State Trust, LLC	1.48%	Add +3.2%	22,156	$1.7M
Empowered Funds, LLC	0.03%	Add +14.2%	22,127	$1.7M
BI Asset Management Fondsmaeglerselskab A/S	0.03%	Reduce -2.8%	22,087	$1.7M
Patten & Patten Inc.	0.12%	Reduce -0.5%	21,992	$1.7M
CreativeOne Wealth, LLC	0.09%	Add +1.6%	21,977	$1.7M
Davis Capital Management	1.48%	Reduce -0.8%	22,114	$1.7M
Cohen Klingenstein LLC	0.06%	No change	21,800	$1.7M
ZWJ Investment Counsel Inc.	0.07%	Add +0.5%	21,798	$1.7M
Ethic Inc.	0.04%	Add +14.8%	21,785	$1.7M
Southeast Asset Advisors, LLC	0.20%	Add +4.1%	21,637	$1.7M
Cape Investment Advisory, Inc.	0.74%	Add +37.4%	21,370	$1.7M
Bangor Savings Bank	0.17%	Add +83.6%	21,314	$1.7M
Mgo One Seven LLC	0.08%	Add +0.2%	21,149	$1.6M
SevenBridge Financial Group, LLC	0.36%	No change	18,882	$1.6M
Brown Brothers Harriman & Co.	0.01%	Reduce -2.0%	20,961	$1.6M
Good Life Advisors, LLC	0.13%	Add +2.8%	20,774	$1.6M
Capital Investment Advisory Services, LLC	0.17%	Reduce -3.8%	20,748	$1.6M
RFP Financial Group LLC	0.60%	Reduce -3.0%	20,738	$1.6M
Mayfair Advisory Group, LLC	1.09%	Add +1.5%	20,075	$1.6M
Parsons Capital Management Inc.	0.11%	No change	20,653	$1.6M
Horizon Investments, LLC	0.04%	Add +0.7%	20,641	$1.6M
RDA Financial Network	0.52%	Add +27.1%	20,493	$1.6M
First United Bank & Trust	0.59%	Add +2.8%	20,463	$1.6M
Verity Asset Management, Inc.	0.62%	Add +100.5%	20,288	$1.6M
Hilltop National Bank	0.51%	Add +5.4%	20,254	$1.6M
Peoples Financial Services Corp.	0.71%	Reduce -3.9%	20,198	$1.6M
Orange Investment Advisors, Inc.	0.20%	Add +0.7%	21,654	$1.6M
Canal Insurance CO	0.41%	No change	20,000	$1.6M
Meeder Advisory Services, Inc.	0.11%	Add +33.8%	19,936	$1.5M
Smith, Moore & Co.	0.16%	Reduce -0.3%	19,828	$1.5M
Westpac Banking Corp.	0.12%	No change	19,737	$1.5M
Wealthspire Advisors, LLC	0.02%	Add +2.9%	19,707	$1.5M
Hilltop Holdings Inc.	0.18%	Add +5.2%	19,602	$1.5M
Cordgrass Capital Advisors, LLC	0.48%	Reduce -5.9%	19,560	$1.5M
Eagle Rock Investment Company, LLC	0.27%	Add +0.6%	19,557	$1.5M
Mystic Asset Management, Inc.	0.61%	Reduce -0.1%	19,528	$1.5M
MSH Capital Advisors LLC	0.51%	Add +1.6%	19,501	$1.5M
Romano Brothers and Company	0.21%	Reduce -1.5%	19,429	$1.5M
Symphony Financial, Ltd. Co.	0.27%	Add +57.8%	19,326	$1.5M
CPC Advisors, LLC	0.25%	Reduce -11.9%	19,360	$1.5M
Laird Norton Wetherby Wealth Management, LLC	0.07%	Reduce -1.1%	19,296	$1.5M
WINTON GROUP Ltd	0.10%	New	19,220	$1.5M
Great Lakes Retirement, Inc.	0.20%	Add +15.3%	19,102	$1.5M
Salem Investment Counselors Inc.	0.05%	Add +1.3%	19,054	$1.5M
Cohen Capital Management, Inc.	0.25%	No change	19,000	$1.5M
Brooks, Moore & Associates, Inc.	0.95%	No change	18,956	$1.5M
Confluence Wealth Services, Inc.	0.12%	Add +26.7%	18,923	$1.5M
LMG Wealth Partners, LLC	0.37%	Add +2.9%	18,892	$1.5M
Compound Planning, Inc.	0.11%	Add +16.4%	18,879	$1.5M
Townsquare Capital LLC	0.02%	Add +55.8%	18,836	$1.5M
Los Angeles Capital Management LLC	0.01%	Reduce -53.8%	18,741	$1.5M
Vinva Investment Management Ltd	0.07%	Add +14.9%	18,603	$1.5M
Weaver Capital Management LLC	0.47%	Reduce -5.7%	18,714	$1.5M
NorthRock Partners, LLC	0.05%	Add +4.5%	18,697	$1.5M
Abbrea Capital, LLC	0.19%	No change	18,627	$1.4M
Mitchell Sinkler & Starr	0.37%	Add +21.2%	17,933	$1.4M
Burns J W & Co. Inc.	0.19%	Reduce -4.1%	18,541	$1.4M
Bristlecone Advisors, LLC	0.12%	Reduce -0.4%	18,502	$1.4M
Regent Peak Wealth Advisors LLC	0.33%	Add +1.0%	18,502	$1.4M
Primoris Wealth Advisors, LLC	1.15%	New	18,494	$1.4M
SWAN Capital LLC	0.78%	No change	18,436	$1.4M
Twin Capital Management Inc.	0.17%	Reduce -0.6%	18,276	$1.4M
Glenview Trust Co	0.03%	Add +0.4%	18,202	$1.4M
Accurate Wealth Management, LLC	0.34%	Add +5.1%	17,613	$1.4M
Ranch Capital Advisors Inc.	0.73%	Add +0.8%	18,107	$1.4M
Sumitomo Life Insurance Co.	0.03%	Reduce -11.0%	18,104	$1.4M
CI Investments Inc.	0.01%	Reduce -13.0%	18,081	$1.4M
Spreng Capital Management, Inc.	0.73%	Reduce -2.4%	18,073	$1.4M
Frank, Rimerman Advisors LLC	0.10%	Add +31603.5%	18,071	$1.4M
Monte Financial Group, LLC	0.62%	No change	18,065	$1.4M
Arete Wealth Advisors, LLC	0.11%	Reduce -2.3%	18,084	$1.4M
Yeomans Consulting Group, Inc.	0.54%	Add +138.8%	18,016	$1.4M
Citizens Financial Group Inc.	0.03%	Add +71.8%	17,998	$1.4M
ICW Investment Advisors LLC	0.63%	Reduce -1.5%	17,868	$1.4M
Geneos Wealth Management Inc.	0.06%	Reduce -2.4%	17,867	$1.4M
1834 Investment Advisors Co.	0.17%	Reduce -5.4%	17,858	$1.4M
Venture Visionary Partners LLC	0.06%	Reduce -0.9%	17,801	$1.4M
Register Financial Advisors LLC	0.70%	Add +1.2%	17,798	$1.4M
Benedict Financial Advisors Inc.	0.35%	Add +0.1%	17,738	$1.4M
Aviva PLC	0.00%	Add +3.5%	17,606	$1.4M
Ashton Thomas Private Wealth, LLC	0.08%	Add +58.6%	17,599	$1.4M
Pacific Wealth Strategies Group, Inc.	1.13%	Add +3.5%	17,544	$1.4M
Global Retirement Partners, LLC	0.04%	Add +12.1%	17,512	$1.4M
Mather Group, Llc.	0.02%	Add +1.0%	18,852	$1.4M
Meiji Yasuda Life Insurance Co	0.03%	Add +40.1%	17,429	$1.4M
Cornell Pochily Investment Advisors, Inc.	0.51%	Add +7.7%	17,391	$1.3M
FinTrust Capital Advisors, LLC	0.25%	Add +10.6%	17,338	$1.3M
Wellington Shields & Co., LLC	0.44%	Add +0.3%	17,334	$1.3M
Jeppson Wealth Management, LLC	0.51%	Add +2.0%	17,297	$1.3M
Bridgefront Capital, LLC	0.56%	Add +91.7%	17,268	$1.3M
Hills Bank & Trust Co	0.11%	No change	17,228	$1.3M
Focus Partners Advisor Solutions, LLC	0.03%	Add +12.4%	17,113	$1.3M
High Net Worth Advisory Group LLC	0.40%	Add +0.5%	17,070	$1.3M
Strategic Blueprint, LLC	0.09%	Reduce -8.2%	17,031	$1.3M
Farmers National Bank	0.40%	Reduce -2.6%	17,013	$1.3M
Cullen Investment Group, LTD.	0.21%	Reduce -10.5%	17,008	$1.3M
NJ State Employees Deferred Compensation Plan	0.16%	No change	17,000	$1.3M
International Assets Investment Management, LLC	0.12%	Add +7.4%	16,997	$1.3M
Farmers & Merchants Trust Co of Chambersburg PA	0.53%	Add +0.1%	16,876	$1.3M
Clifford Swan Investment Counsel LLC	0.05%	No change	16,852	$1.3M
SeaCrest Wealth Management, LLC	0.15%	Add +0.4%	16,843	$1.3M
Centennial Bank	0.64%	Reduce -0.7%	16,812	$1.3M
Kovack Advisors, Inc.	0.14%	Add +3.1%	16,765	$1.3M
Delta Asset Management LLC	0.12%	Reduce -2.9%	16,757	$1.3M
Assetmark, Inc.	0.00%	Reduce -0.8%	16,678	$1.3M
Bard Financial Services, Inc.	0.13%	No change	16,585	$1.3M
Gleason Group, Inc.	0.26%	Add +0.9%	16,571	$1.3M
Focus Financial Network, Inc.	0.05%	Add +1.8%	15,672	$1.3M
Ipswich Investment Management Co., Inc.	0.30%	No change	16,421	$1.3M
Creative Financial Designs Inc.	0.11%	Add +1.1%	16,401	$1.3M
LVZ, Inc.	0.17%	Reduce -0.4%	16,400	$1.3M
Fourpath Capital Management, LLC	0.94%	Reduce -8.3%	16,319	$1.3M
Sculati Wealth Management, LLC	0.54%	Reduce -0.9%	16,260	$1.3M
Burke & Herbert Bank & Trust Co.	0.31%	Add +149.5%	16,230	$1.3M
Adirondack Trust Co.	0.51%	Reduce -0.7%	16,231	$1.3M
L.M. Kohn & Company	0.34%	Add +6.4%	16,206	$1.3M
Stokes Family Office, LLC	0.15%	Add +0.8%	15,951	$1.2M
Sandy Spring Bank	0.05%	Reduce -1.5%	15,849	$1.2M
Ignite Planners, LLC	0.30%	Add +0.6%	15,682	$1.2M
Federation des caisses Desjardins du Quebec	0.01%	Add +1946.3%	15,716	$1.2M
TrinityPoint Wealth, LLC	0.19%	Reduce -0.1%	15,653	$1.2M
Wealth Alliance, LLC	0.16%	Reduce -15.0%	15,649	$1.2M
Griffin Asset Management, Inc.	0.14%	Reduce -0.6%	15,578	$1.2M
Philadelphia Trust Co.	0.09%	Add +0.1%	15,570	$1.2M
Diversified Trust Co.	0.03%	Add +1.1%	15,488	$1.2M
Valeo Financial Advisors, LLC	0.04%	Add +5.5%	15,481	$1.2M
CapWealth Advisors, LLC	0.15%	Reduce -4.7%	15,415	$1.2M
Asset Advisors Investment Management, LLC	0.13%	Add +8.4%	15,411	$1.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH	0.31%	No change	15,361	$1.2M
TCW Group Inc.	0.01%	Add +8.2%	15,281	$1.2M
Bank & Trust Co	1.01%	—	15,265	$1.2M
Highline Wealth Partners LLC	0.44%	Add +0.1%	15,179	$1.2M
Powers Advisory Group, LLC	0.64%	Add +0.6%	15,176	$1.2M
Cadence Bank	0.09%	Reduce -17.4%	15,165	$1.2M
Realta Investment Advisors	0.23%	Reduce -10.6%	15,080	$1.2M
LVW Advisors, LLC	0.17%	Add +21.6%	14,929	$1.2M
Silvercrest Asset Management Group LLC	0.01%	Add +10.2%	14,901	$1.2M
Archford Capital Strategies, LLC	0.19%	Reduce -1.4%	14,856	$1.2M
Koshinski Asset Management, Inc.	0.11%	Add +15.3%	14,744	$1.2M
Tidal Investments LLC	0.02%	Reduce -40.4%	14,817	$1.1M
Composition Wealth, LLC	0.03%	Reduce -0.7%	14,766	$1.1M
Old National Bancorp	0.03%	Add +1.0%	14,711	$1.1M
DMC Group, LLC	0.98%	Reduce -9.6%	14,689	$1.1M
Asset Dedication, LLC	0.08%	Add +0.0%	14,640	$1.1M
Rowlandmiller & Partners.adv	0.25%	No change	14,595	$1.1M
Flputnam Investment Management Co.	0.02%	Add +65.2%	14,582	$1.1M
SVB Wealth LLC	0.03%	Reduce -18.9%	14,443	$1.1M
Advisor OS, LLC	0.12%	Add +19.6%	14,432	$1.1M
Personal Cfo Solutions, LLC	0.17%	Add +1.2%	14,325	$1.1M
Lineweaver Wealth Advisors, LLC	0.23%	Add +2.9%	14,264	$1.1M
Retirement Planning Co of New England, Inc.	0.60%	Reduce -2.4%	14,258	$1.1M
Stableford Capital II LLC	0.43%	Reduce -2.9%	13,542	$1.1M
Chatham Capital Group, Inc.	0.19%	No change	14,244	$1.1M
Ti-Trust, Inc.	0.85%	No change	14,210	$1.1M
Midland Wealth Advisors, LLC	0.07%	Add +32.5%	14,135	$1.1M
Smartleaf Asset Management LLC	0.18%	Add +13.8%	14,045	$1.1M
White Lighthouse Investment Management Inc.	0.21%	Add +0.1%	14,109	$1.1M
Means Investment Co., Inc.	0.13%	Reduce -11.5%	14,013	$1.1M
Red Door Wealth Management, LLC	0.19%	Add +0.9%	13,926	$1.1M
Earnest Partners LLC	0.01%	Reduce -1.7%	13,883	$1.1M
Brighton Jones LLC	0.04%	Reduce -2.6%	13,844	$1.1M
West Bancorporation Inc.	0.79%	No change	13,820	$1.1M
Integrated Advisors Network LLC	0.06%	Reduce -1.9%	13,806	$1.1M
Sheets Smith Wealth Management	0.13%	Reduce -4.5%	13,789	$1.1M
Ables, Iannone, Moore & Associates, Inc.	0.71%	Reduce -2.1%	13,781	$1.1M
Chemung Canal Trust Co.	0.21%	Reduce -0.2%	13,777	$1.1M
Trustco Bank Corp. N Y	1.14%	Reduce -6.5%	13,757	$1.1M
ForthRight Wealth Management, LLC	0.38%	Add +0.4%	13,756	$1.1M
SignalPoint Asset Management, LLC	0.28%	Reduce -1.3%	13,739	$1.1M
United Bank	0.13%	Add +0.7%	13,700	$1.1M
Schonfeld Strategic Advisors LLC	0.01%	New	13,670	$1.1M
Berkeley Capital Partners, LLC	0.32%	Reduce -0.9%	13,669	$1.1M
Empire Financial Management Company, LLC	0.35%	No change	13,667	$1.1M
Bahl & Gaynor LLC	0.01%	Add +0.1%	13,565	$1.1M
Smith Thornton Advisors LLC	0.76%	—	13,295	$1.0M
Western Wealth Management, LLC	0.08%	Add +3.3%	13,259	$1.0M
Patton Albertson Miller Group, LLC	0.15%	Reduce -2.9%	13,259	$1.0M
GAMMA Investing LLC	0.14%	Add +68.9%	13,208	$1.0M
Burney Co./	0.04%	Reduce -0.4%	13,207	$1.0M
Intrua Financial, LLC	0.17%	Add +42.4%	13,198	$1.0M
Spire Wealth Management	0.04%	Reduce -7.0%	13,157	$1.0M
Checchi Capital Advisers, LLC	0.08%	Reduce -1.8%	13,149	$1.0M
XML Financial, LLC	0.10%	Reduce -4.4%	13,136	$1.0M
Trust Point Inc.	0.08%	Reduce -3.5%	13,044	$1.0M
Wedmont Private Capital	0.06%	Add +20.1%	12,608	$1.0M
Evercore Wealth Management, LLC	0.02%	No change	12,955	$1.0M
Farmers & Merchants Investments Inc.	0.03%	Reduce -38.3%	12,931	$1.0M
Country Club Bank	0.07%	Reduce -1.9%	12,837	$1.0M
Busey Bank	0.03%	Reduce -15.2%	12,853	$997K
Moody National Bank Trust Division	0.08%	Reduce -29.0%	12,825	$995K
Farther Finance Advisors, LLC	0.05%	Add +22.7%	12,906	$994K
GoalVest Advisory LLC	0.32%	Reduce -7.3%	12,810	$994K
Ascentis Independent Advisors	0.21%	—	12,753	$989K
Procyon Advisors, LLC	0.07%	Reduce -9.4%	12,650	$981K
Columbus Macro, LLC	0.38%	Reduce -3.6%	12,559	$975K
Marietta Wealth Management, LLC	0.15%	Add +43.0%	12,563	$975K
Mesirow Financial Investment Management, Inc.	0.02%	Add +1.1%	12,553	$974K
SRH Advisors, LLC	0.33%	No change	12,525	$972K
Baldwin Investment Management, LLC	0.13%	Add +31.6%	12,470	$967K
Columbia Asset Management	0.18%	Reduce -3.0%	12,427	$964K
Widmann Financial Services, Inc.	0.78%	Reduce -1.2%	12,418	$963K
Guardian Wealth Advisors, LLC / NC	0.11%	Reduce -0.2%	12,338	$957K
Silver Oak Securities, Incorporated	0.14%	Reduce -4.1%	12,303	$954K
GRIMES & Co WEALTH MANAGEMENT, LLC	0.03%	Reduce -7.3%	12,300	$954K
Cornerstone Management, Inc.	0.21%	Add +0.0%	12,292	$953K
Carnegie Investment Counsel	0.03%	Reduce -6.0%	12,252	$950K
Waterfront Wealth Inc.	0.26%	Add +0.6%	12,191	$946K
Rwa Wealth Partners, LLC	0.01%	Add +42.1%	12,179	$945K
RS Crum Inc.	0.25%	Reduce -1.1%	12,171	$944K
Nicholas Wealth, LLC.	0.67%	Add +50.6%	12,125	$941K
Private Capital Management, LLC	0.11%	No change	12,122	$940K
Marino, Stram & Associates LLC	0.23%	Add +0.1%	12,122	$940K
Rollins Financial Advisors, LLC	0.16%	Reduce -6.3%	12,074	$937K
FCG Investment Co	0.71%	Reduce -10.5%	12,036	$934K
Aft, Forsyth & Company, Inc.	0.46%	No change	11,998	$931K
Rogco, LP	0.38%	Add +2.4%	11,955	$927K
Shepherd Financial Partners LLC	0.12%	No change	11,922	$925K
Jaffetilchin Investment Partners, LLC	0.08%	Reduce -6.7%	11,838	$918K
Intrust Bank NA	0.10%	Reduce -0.8%	11,826	$917K
Plan Group Financial, LLC	0.56%	Add +67.5%	11,813	$916K
Ami Asset Management Corp.	0.05%	Reduce -0.3%	11,802	$915K
Resources Management Corp. /CT/	0.13%	Reduce -1.0%	11,745	$911K
Caldwell Trust Co	0.10%	Add +58.1%	11,709	$908K
Keudell/Morrison Wealth Management	0.26%	Reduce -4.3%	11,668	$905K
Bush Investment Group, LLC	0.78%	Add +0.6%	11,663	$905K
Cobblestone Capital Advisors LLC	0.06%	Add +3.0%	11,652	$904K
Blue Fin Capital, Inc.	0.18%	Add +0.1%	11,648	$904K
Grey Ledge Advisors, LLC	0.25%	Reduce -0.2%	11,628	$902K
Tradewinds, LLC.	0.28%	New	11,619	$901K
Fidelis Capital Partners, LLC	0.13%	Reduce -4.2%	10,313	$900K
Freedom Investment Management, Inc.	0.07%	Reduce -2.3%	11,577	$898K
Cassaday & Co Wealth Management LLC	0.03%	Reduce -1.8%	11,496	$892K
Nicollet Investment Management, Inc.	0.33%	No change	11,461	$889K
Nilsine Partners, LLC	0.12%	Reduce -11.4%	11,451	$888K
Cigna Investments Inc.	0.17%	Reduce -0.7%	11,435	$887K
Capstone Investment Advisors, LLC	0.04%	Reduce -53.0%	11,426	$886K
Mission Wealth Management, LP	0.02%	Add +56.1%	11,398	$884K
Wintrust Investments LLC	0.07%	Add +4.0%	11,338	$880K
Financial Advocates Investment Management	0.05%	Reduce -8.3%	11,332	$879K
Viawealth, LLC	0.54%	No change	11,319	$878K
Valmark Advisers, Inc.	0.01%	Reduce -0.6%	11,293	$876K
Venturi Wealth Management, LLC	0.05%	Add +0.1%	11,200	$869K
PrairieView Partners, LLC	0.10%	Add +833.3%	11,200	$868K
Ritholtz Wealth Management	0.03%	Add +22.1%	11,177	$867K
Second Line Capital, LLC	0.27%	Add +35.0%	11,171	$867K
LaFleur & Godfrey LLC	0.13%	Reduce -1.7%	11,148	$865K
1620 Investment Advisors, Inc.	0.68%	Add +1757.2%	11,143	$864K
Balboa Wealth Partners	0.23%	Add +7.6%	11,066	$858K
Resolution Capital Ltd	0.02%	Add +16.2%	11,054	$857K
Quadrant Capital Group LLC	0.06%	Add +14.2%	11,014	$854K
CWS Financial Advisors, LLC	0.34%	Add +14.3%	10,995	$853K
Kuhn & Co Investment Counsel	0.76%	No change	10,939	$849K
Farmers Trust Co.	0.17%	No change	10,935	$848K
Bartlett & Co. Wealth Management LLC	0.01%	Reduce -10.6%	10,891	$845K
HBK Sorce Advisory LLC	0.03%	Add +4.6%	10,852	$842K
Boston Financial Mangement LLC	0.03%	Add +0.2%	10,843	$841K
Lazard Asset Management LLC	0.00%	Reduce -4.9%	10,800	$837K
Wright Investors Service Inc.	0.22%	Reduce -0.3%	10,781	$836K
Members Trust Co	0.03%	No change	10,780	$836K
Court Place Advisors, LLC	0.26%	Add +4.9%	10,779	$836K
Silverlake Wealth Management LLC	0.34%	Reduce -4.8%	10,718	$831K
Walter & Keenan Wealth Management LLC /in/	0.26%	Add +16.4%	10,699	$830K
Jackson Thornton Wealth Management, LLC	0.13%	Add +0.0%	10,663	$827K
Visionary Horizons, LLC	0.60%	Reduce -3.0%	10,643	$826K
Firethorn Wealth Partners, LLC	0.46%	Add +0.8%	10,558	$819K
NovaPoint Capital, LLC	0.28%	Add +3.2%	10,548	$818K
Secure Asset Management, LLC	0.15%	Add +143.9%	10,533	$817K
Chesley Taft & Associates LLC	0.04%	No change	10,515	$816K
Morningstar Investment Management LLC	0.08%	No change	10,487	$813K
Sterling Investment Counsel, LLC	0.32%	Reduce -2.4%	10,477	$813K
Sunburst Financial Group, LLC	0.22%	Reduce -1.5%	10,464	$812K
HM Payson & Co.	0.01%	Add +5.8%	10,401	$807K
Bedell Frazier Investment Counselling, LLC	0.19%	Reduce -2.0%	10,390	$806K
Gilbert & Cook, Inc.	0.12%	Reduce -7.3%	10,378	$805K
Plimoth Trust Co. LLC	0.21%	Reduce -3.4%	10,367	$804K
Thoroughbred Financial Services, LLC	0.05%	Add +79.6%	10,301	$799K
Detalus Advisors, LLC	0.27%	Reduce -4.4%	10,263	$796K
Aberdeen Wealth Management LLC	0.54%	Reduce -7.2%	10,234	$794K
Acorn Wealth Advisors, LLC	0.39%	Reduce -1.2%	10,203	$791K
Mendel Money Management	0.37%	Add +0.9%	10,191	$791K
Legacy Wealth Asset Management, LLC	0.22%	Reduce -9.7%	10,188	$790K
Allen Capital Group, LLC	0.11%	Add +106.1%	10,187	$790K
Prosperity Consulting Group, LLC	0.11%	Add +1.1%	10,176	$789K
Investment Partners Asset Management, Inc.	0.70%	Reduce -1.4%	10,149	$787K
Marco Investment Management LLC	0.07%	Reduce -0.2%	10,135	$786K
Stiles Financial Services Inc	0.30%	Add +5.1%	10,109	$784K
Belpointe Asset Management LLC	0.05%	Add +25.5%	10,100	$784K
North Star Investment Management Corp.	0.06%	Reduce -0.8%	10,063	$781K
St. Johns Investment Management Company, LLC	0.37%	Reduce -2.6%	10,055	$780K
Journey Advisory Group, LLC	0.09%	No change	10,033	$778K
Ancora Advisors LLC	0.02%	Reduce -2.2%	10,022	$777K
Jump Financial, LLC	0.02%	New	9,990	$775K
Arrow Financial Corp	0.08%	Reduce -0.3%	9,965	$773K
Wagner Wealth Management, LLC	0.23%	Add +12.0%	9,954	$772K
Excalibur Management Corp.	0.31%	No change	9,935	$771K
Graves Light Lenhart Wealth, Inc.	0.09%	No change	9,929	$765K
First National Corp. /Ma/	0.18%	Add +2.5%	9,856	$765K
Parallel Advisors, LLC	0.02%	Add +3.2%	9,853	$764K
Cannon Financial Strategists, Inc.	0.15%	Reduce -12.1%	9,827	$762K
Trueblood Wealth Management, LLC	0.43%	Add +0.0%	9,818	$762K
Fifth Third Wealth Advisors LLC	0.06%	New	9,781	$759K
Garner Asset Management Corp	0.28%	Add +11.4%	9,767	$758K
Gratus Capital, LLC	0.03%	Add +1.9%	9,768	$758K
Bryn Mawr Trust Advisors, LLC	0.04%	Reduce -0.1%	9,684	$751K
Edge Financial Advisors LLC	0.77%	Add +2.2%	9,645	$748K
Courier Capital LLC	0.06%	Reduce -68.6%	9,622	$746K
Cookson Peirce & Co. Inc.	0.04%	New	9,608	$745K
Beaumont Financial Advisors, LLC	0.06%	Add +0.9%	9,607	$745K
Monetary Management Group Inc.	0.20%	No change	9,576	$743K
Pine Valley Investments Ltd Liability Co	0.05%	No change	9,550	$741K
Woodward Diversified Capital, LLC	0.43%	Add +8.2%	9,548	$741K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.08%	Reduce -53.6%	9,529	$739K
BlueChip Wealth Advisors LLC	0.43%	Add +1.4%	9,524	$739K
Benin Management CORP	0.22%	No change	9,491	$736K
Xcel Wealth Management, LLC	0.23%	Add +3.2%	9,478	$735K
Qtron Investments LLC	0.11%	No change	9,446	$733K
Allred Capital Management, LLC	0.28%	Reduce -3.7%	9,401	$729K
Eagle Strategies LLC	0.14%	Add +235.4%	9,395	$729K
Essex Bank	0.20%	Reduce -2.1%	9,388	$728K
Danske Bank A/S	0.00%	Add +4.5%	9,363	$726K
Clear Creek Financial Management, LLC	0.09%	Add +5.8%	9,349	$725K
West Family Investments, Inc.	0.22%	No change	9,340	$725K
MADDEN SECURITIES Corp	0.32%	No change	9,296	$721K
Affinity Wealth Management LLC	0.13%	Reduce -1.5%	9,290	$721K
First Hawaiian Bank	0.02%	Reduce -1.8%	9,266	$719K
Linscomb Wealth, Inc.	0.04%	Add +0.1%	9,251	$718K
Field & Main Bank	0.27%	Add +7.7%	9,210	$714K
Bradley Foster & Sargent Inc.	0.01%	Reduce -1.3%	9,195	$713K
Kowal Investment Group, LLC	0.14%	Add +8.0%	9,156	$710K
Roundview Capital LLC	0.06%	Add +22.9%	9,140	$709K
Park National Corp.	0.03%	Reduce -5.2%	9,133	$708K
Edge Capital Group, LLC	0.03%	Add +16.4%	9,125	$708K
Insigneo Advisory Services, LLC	0.08%	Add +33.7%	8,171	$707K
Constitution Capital LLC	0.37%	Add +11.0%	9,100	$706K
Wells Trecaso Financial Group, LLC	0.24%	No change	9,055	$702K
Modera Wealth Management, LLC	0.01%	Add +1.4%	9,048	$702K
Home Federal Bank of Tennessee	0.21%	Add +1.1%	8,990	$697K
Kennedy Investment Group, Inc.	0.35%	Add +2.7%	8,956	$695K
Community Bank of Raymore	0.54%	No change	8,950	$694K
Cypress Capital Group	0.08%	No change	8,948	$694K
Rehmann Capital Advisory Group	0.05%	Add +0.1%	8,850	$687K
KPP Advisory Services LLC	0.18%	Reduce -0.8%	8,833	$685K
Gables Capital Management Inc.	0.36%	No change	8,796	$682K
Shulman DeMeo Asset Management LLC	0.18%	Add +1.9%	8,787	$682K
Vista Capital Partners, Inc.	0.08%	Add +1.4%	8,743	$678K
Roberts Glore & Co. Inc.	0.20%	Reduce -1.8%	8,727	$677K
Retirement Guys Formula LLC	0.32%	Reduce -8.6%	8,726	$677K
ProVise Management Group, LLC	0.06%	Reduce -5.2%	8,724	$677K
Summit Trail Advisors, LLC	0.02%	Add +3.3%	8,709	$676K
Howard Capital Management Group, LLC	0.05%	No change	8,698	$675K
Exencial Wealth Advisors, LLC	0.03%	Reduce -1.8%	8,683	$674K
Carmichael Hill & Associates, Inc.	0.27%	Reduce -3.2%	8,669	$672K
Buck Wealth Strategies, LLC	0.20%	Reduce -91.2%	8,666	$672K
Valley Brook Capital Group, Inc.	0.52%	Add +0.0%	8,650	$671K
Chicago Partners Investment Group LLC	0.03%	Reduce -9.1%	8,014	$668K
First Dallas Securities Inc.	0.29%	Add +1.8%	8,570	$665K
NorthCoast Asset Management LLC	0.01%	Add +51.1%	8,526	$662K
Mechanics Financial Corp	0.34%	Add +0.1%	8,519	$661K
Moneco Advisors, LLC	0.10%	Add +0.4%	8,474	$657K
Brooklyn Investment Group	0.28%	No change	9,242	$657K
Adapt Wealth Advisors, LLC	0.41%	Add +144.3%	8,456	$656K
William Allan Corp	0.43%	Reduce -1.3%	8,373	$650K
First Manhattan Co. Llc.	0.00%	Add +0.4%	8,356	$648K
Insight Inv LLC	0.56%	Reduce -4.1%	8,350	$648K
Rodgers Brothers Inc.	0.09%	No change	8,343	$647K
Montecito Bank & Trust	0.13%	Reduce -3.4%	8,338	$647K
AMG National Trust Bank	0.02%	New	8,328	$646K
Successful Portfolios LLC	0.45%	Reduce -6.2%	8,323	$646K
Beacon Financial Group	0.07%	Add +1.6%	8,253	$640K
Cullen/Frost Bankers, Inc.	0.01%	Reduce -47.5%	8,237	$639K
BIP Wealth, LLC	0.05%	Reduce -24.8%	8,236	$639K
Atlantic Union Bankshares Corp	0.04%	Reduce -0.0%	8,234	$639K
Franklin Street Advisors Inc.	0.05%	Add +0.1%	8,184	$635K
Autumn Glory Partners, LLC	0.32%	Add +17.0%	8,185	$635K
Element Wealth, LLC	0.36%	Add +8.0%	8,140	$631K
Pinnacle Wealth Planning Services, Inc.	0.09%	Add +0.3%	8,127	$630K
GeoWealth Management, LLC	0.03%	Add +26.9%	8,066	$626K
Diversify Advisory Services, LLC	0.03%	Add +6.6%	7,985	$624K
Baker Boyer National Bank	0.22%	Reduce -31.5%	8,041	$624K
Geometric Wealth Advisors	0.13%	New	8,004	$621K
First Command Advisory Services, Inc.	0.01%	Reduce -2.5%	7,984	$619K
McLean Asset Management Corp	0.20%	Add +2.8%	7,854	$616K
Aprio Wealth Management, LLC	0.11%	Add +101.6%	7,936	$616K
Park Place Capital Corp	0.20%	Reduce -20.7%	7,936	$616K
W Advisors, LLC	0.40%	Add +0.7%	7,901	$613K
Wealth Dimensions Group, Ltd.	0.17%	Reduce -7.4%	7,890	$612K
Ameritas Advisory Services, LLC	0.02%	Reduce -7.5%	7,872	$611K
Gotham Asset Management	0.01%	Add +42.7%	7,869	$610K
Baader Bank Aktiengesellschaft	0.05%	New	7,974	$609K
Thrive Wealth Management, LLC	0.12%	Add +3.1%	7,812	$606K
IVC Wealth Advisors LLC	0.34%	Add +18.3%	7,806	$606K
Certified Advisory Corp	0.08%	New	7,787	$604K
Faithward Advisors, LLC	0.11%	Add +1.9%	7,781	$604K
Richwood Investment Advisors, LLC	0.53%	Reduce -3.7%	7,753	$601K
Prairie Sky Financial Group LLC	0.37%	No change	7,745	$601K
Bath Savings Trust Co	0.06%	Reduce -3.8%	7,708	$598K
CHICAGO TRUST Co NA	0.12%	Reduce -7.3%	7,704	$598K
JT Stratford LLC	0.11%	Reduce -10.6%	7,647	$593K
Mainsail Asset Management, LLC	0.47%	No change	7,632	$592K
Centre Asset Management, LLC	0.14%	Reduce -25.0%	7,603	$590K
Grove Bank & Trust	0.09%	Reduce -6.4%	7,606	$590K
SageView Advisory Group, LLC	0.04%	New	7,604	$590K
Northstar Advisory Group, LLC	0.34%	Reduce -0.5%	7,556	$586K
Firestone Capital Management	0.16%	No change	7,524	$584K
Skyline Advisors, Inc.	0.25%	No change	7,507	$582K
Aviance Capital Partners, LLC	0.08%	Add +1.4%	7,487	$581K
Lakeshore Financial Planning, Inc.	0.28%	Add +0.7%	7,465	$579K
Sard Wealth Management Group, LLC	0.41%	Add +0.9%	7,459	$579K
Archer Investment Corp	0.17%	Add +1.5%	7,457	$578K
Conning Inc.	0.02%	Add +5.0%	7,457	$578K
Novak & Powell Financial Services, Inc.	0.36%	No change	7,436	$577K
Atlas Brown,Inc.	0.21%	Add +0.8%	7,415	$575K
Asset Planning Corporation	0.43%	New	7,400	$574K
Wulff, Hansen & Co.	0.56%	No change	7,363	$571K
Strategic Wealth Partners, Ltd.	0.06%	Reduce -0.3%	7,354	$570K
Cidel Asset Management Inc.	0.04%	Add +2.7%	7,346	$570K
Beaumont Asset Management, L.L.C.	0.37%	Add +2.8%	7,332	$569K
Fiduciary Trust Co	0.01%	Reduce -1.8%	7,279	$565K
Formidable Asset Management, LLC	0.09%	Add +2.0%	7,278	$565K
Norden Group LLC	0.11%	Add +38.4%	7,255	$563K
Sage Mountain Advisors LLC	0.05%	Add +50.1%	7,159	$555K
David J Yvars Group	0.35%	Add +0.1%	7,156	$555K
Country Trust Bank	0.01%	Add +96.5%	7,138	$554K
Sentry LLC	0.10%	Add +0.1%	7,114	$552K
Peninsula Asset Management Inc.	0.30%	Reduce -1.4%	7,090	$550K
Beacon Investment Advisors LLC	0.28%	Add +0.3%	7,084	$549K
Allegheny Financial Group	0.16%	Add +1.4%	7,078	$549K
Wealthspire Retirement, LLC	0.05%	Add +0.3%	7,072	$549K
Keystone Financial Group	0.20%	Add +2.1%	7,034	$546K
City State Bank	0.22%	Reduce -0.7%	7,027	$545K
Nations Financial Group Inc, /Ia/	0.04%	Add +0.2%	7,015	$544K
Benjamin Edwards Inc.	0.10%	Add +116.3%	7,008	$544K
Union Savings Bank	0.28%	No change	6,986	$542K
Perpetual Ltd	0.01%	Reduce -17.7%	6,984	$542K
Sound Income Strategies, LLC	0.04%	Add +0.3%	6,961	$540K
Chicago Capital, LLC	0.02%	No change	6,941	$538K
GTS Securities LLC	0.01%	New	6,936	$538K
Optimum Investment Advisors	0.24%	Reduce -10.0%	6,933	$538K
Baldwin Wealth Partners LLC	0.04%	No change	6,900	$535K
M Holdings Securities, Inc.	0.07%	New	6,853	$535K
Breakwater Capital Group	0.12%	Add +22.2%	6,896	$535K
Mraz, Amerine & Associates, Inc.	0.11%	No change	6,890	$534K
Lathrop Investment Management Co.	0.10%	No change	6,890	$534K
Wealth Alliance Advisory Group, LLC	0.12%	No change	6,884	$534K
Clearstead Trust, LLC	0.13%	Reduce -14.3%	6,877	$533K
BCR Wealth Strategies, LLC	0.35%	Add +5.3%	6,860	$532K
Van Hulzen Asset Management, LLC	0.04%	No change	6,864	$532K
Angeles Investment Advisors, LLC	0.03%	No change	6,855	$532K
Siemens Fonds Invest GmbH	0.04%	Reduce -40.2%	6,854	$532K
Beta Wealth Group, Inc.	0.25%	Add +19.3%	6,816	$529K
Islay Capital Management, LLC	0.38%	Reduce -2.9%	6,815	$529K
BOS Asset Management, LLC	0.25%	Add +13.3%	6,812	$528K
Client 1ST Advisory Group, LLC	0.23%	No change	6,803	$528K
Longfellow Investment Management Co. LLC	0.13%	Add +0.7%	6,800	$527K
Stokes Capital Advisors, LLC	0.15%	No change	6,794	$527K
Clarius Group, LLC	0.04%	Reduce -4.3%	6,756	$524K
AdvisorNet Financial, Inc	0.05%	Add +1.6%	6,734	$522K
Avidian Wealth Enterprises, LLC	0.03%	Add +8.0%	6,731	$522K
Builder Investment Group Inc.	0.14%	No change	6,729	$522K
River Wealth Advisors LLC	0.07%	New	6,713	$521K
Abel Hall, LLC	0.37%	Add +1.7%	6,710	$520K
Stratos Wealth Advisors, LLC	0.03%	Add +62.3%	6,705	$520K
Vicus Capital	0.05%	Add +71.5%	6,697	$520K
Ballew Advisors, Inc	0.34%	Reduce -0.5%	6,485	$519K
Prosperity Financial Group, Inc.	0.33%	Add +1.9%	6,666	$517K
Fullerton Fund Management Co Ltd.	0.02%	New	6,661	$517K
Graypoint LLC	0.04%	Add +15.8%	6,653	$516K
Congress Asset Management Co.	0.00%	No change	6,647	$516K
Evergreen Capital Management LLC	0.02%	Add +12.4%	6,606	$512K
Probity Advisors, Inc.	0.11%	No change	6,600	$512K
Moloney Securities Asset Management, LLC	0.07%	Add +2.0%	6,595	$512K
Tritonpoint Wealth, LLC	0.05%	Reduce -0.2%	6,594	$512K
Lebenthal Global Advisors, LLC	0.11%	Add +20.6%	6,592	$511K
Welch & Forbes LLC	0.01%	Reduce -8.0%	6,540	$511K
Brady Family Wealth, LLC	0.16%	No change	6,580	$510K
DRW Securities, LLC	0.03%	New	6,503	$509K
Hexagon Capital Partners LLC	0.11%	Add +6.4%	6,559	$509K
Tradition Wealth Management, LLC	0.05%	Add +9.4%	6,554	$508K
Slagle Financial, LLC	0.26%	Reduce -5.8%	6,502	$504K
Novare Capital Management LLC	0.05%	Add +0.4%	6,499	$504K
Colonial River Investments, LLC	0.27%	Reduce -21.1%	6,487	$503K
Lake Street Advisors Group, LLC	0.02%	Add +6.5%	6,487	$503K
Lowe Brockenbrough & Co. Inc.	0.03%	Reduce -0.8%	6,475	$502K
Mosley Wealth Management	0.43%	Add +6.4%	6,457	$501K
Forum Financial Management, LP	0.01%	Add +0.1%	6,456	$501K
Berger Financial Group, Inc	0.04%	Reduce -5.7%	6,450	$500K
Marble Harbor Investment Counsel, LLC	0.06%	Reduce -0.2%	6,443	$500K
Orion Investment Co	0.20%	—	6,435	$499K
Mosaic Family Wealth Partners, LLC	0.08%	Add +0.4%	6,407	$497K
Syon Capital LLC	0.05%	Reduce -7.8%	6,397	$496K
Epoch Investment Partners, Inc.	0.00%	Reduce -8.7%	6,378	$495K
Haverford Trust Co	0.01%	Add +17.3%	6,366	$494K
CX Institutional	0.02%	Add +2.9%	6,355	$493K
Elwood & Goetz Wealth Advisory Group, LLC	0.14%	Add +2.1%	6,352	$493K
TCV Trust & Wealth Management, Inc.	0.05%	No change	6,302	$489K
Patten Group, Inc.	0.12%	Add +2.5%	6,297	$488K
Symmetry Partners, LLC	0.03%	Reduce -13.5%	6,293	$488K
Moseley Investment Management Inc.	0.23%	Add +0.4%	6,264	$486K
McKinley Carter Wealth Services, Inc.	0.03%	Add +0.3%	6,259	$486K
Citizens Business Bank	0.10%	Add +38.0%	6,258	$485K
KMG Fiduciary Partners, LLC	0.05%	Add +46.1%	6,233	$484K
Sfmg, LLC	0.04%	Add +0.2%	6,213	$482K
Legacy Advisors, LLC	0.06%	New	6,190	$480K
Cyndeo Wealth Partners, LLC	0.04%	Add +1.1%	6,183	$480K
Virtue Capital Management, LLC	0.08%	Reduce -7.8%	5,871	$479K
Fee-Only Financial Planning, L.C.	0.32%	No change	6,150	$477K
Moneta Group Investment Advisors LLC	0.01%	Add +4.8%	6,140	$476K
PSI Advisors, LLC	0.15%	Reduce -26.5%	6,121	$475K
Arlington Trust Co LLC	0.11%	Add +68.4%	6,106	$474K
Heritage Wealth Advisors	0.02%	No change	6,104	$473K
Smith Salley Wealth Management	0.03%	Reduce -49.9%	6,103	$473K
Summitry LLC	0.02%	No change	6,100	$473K
Elevate Wealth Advisory, Inc.	0.38%	Add +85.2%	6,089	$472K
Abound Wealth Management	0.17%	Add +0.3%	6,075	$471K
LCNB Corp.	0.18%	Reduce -4.0%	6,071	$471K
SteelPeak Wealth, LLC	0.02%	Reduce -31.5%	6,046	$469K
Cranbrook Wealth Management, LLC	0.12%	No change	6,036	$468K
Driehaus Capital Management LLC	0.00%	New	6,033	$468K
Bar Harbor Wealth Management	0.03%	Reduce -3.7%	6,032	$468K
Alpha Cubed Investments, LLC	0.02%	Add +20.3%	6,031	$468K
FSA Advisors, Inc.	0.49%	Reduce -0.1%	6,040	$468K
GPS Wealth Strategies Group, LLC	0.07%	Reduce -2.0%	6,010	$466K
Schulhoff & Co. Inc.	0.21%	No change	6,000	$465K
PFW Advisors LLC	0.15%	Reduce -2.9%	5,970	$463K
Kingfisher Capital LLC	0.11%	Add +0.4%	5,971	$463K
Verus Financial Partners, Inc.	0.05%	No change	5,950	$462K
Gratus Wealth Advisors, LLC	0.08%	Add +3.1%	5,656	$460K
Glen Eagle Advisors, LLC	0.08%	Add +27.2%	5,931	$460K
HUB Investment Partners, LLC	0.02%	Add +11.3%	5,931	$460K
Sonora Investment Management Group, LLC	0.04%	No change	6,410	$460K
TBH Global Asset Management, LLC	0.10%	Reduce -4.8%	5,922	$459K
Girard Partners LTD.	0.04%	Reduce -1.3%	5,914	$459K
Pinion Investment Advisors, LLC	0.23%	Add +4.8%	5,895	$457K
Kapstone Financial Advisors LLC	0.30%	Reduce -1.1%	5,886	$457K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd	0.05%	Reduce -3.0%	5,875	$456K
McGlone Suttner Wealth Management, Inc.	0.09%	Reduce -13.0%	6,495	$455K
OMC Financial Services LTD	0.21%	No change	5,867	$455K
Apella Capital, LLC	0.02%	Add +41.4%	5,822	$455K
Triad Wealth Partners, LLC	0.24%	New	5,862	$455K
Diligent Investors, LLC	0.11%	Reduce -1.6%	5,844	$453K
Cross Staff Investments Inc	0.38%	No change	5,835	$453K
Red Wave Investments LLC	0.17%	Add +0.2%	5,821	$452K
Cordatus Wealth Management LLC	0.17%	New	5,813	$451K
Cohen Investment Advisors LLC	0.36%	Add +13.7%	6,968	$451K
Sunbelt Securities, Inc.	0.05%	Reduce -33.0%	5,802	$450K
Paloma Partners Management Co	0.05%	Reduce -0.5%	5,800	$450K
Knollwood Investment Advisory, LLC	0.05%	New	5,776	$448K
Doliver Advisors, LP	0.13%	Add +1.3%	5,773	$448K
Searle & Co.	0.10%	Add +49.6%	5,772	$448K
O'ROURKE & COMPANY, Inc	0.25%	Add +0.1%	5,761	$447K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.01%	Add +90.7%	5,737	$445K
American Financial Advisors, LLC	0.06%	Reduce -4.7%	5,733	$445K
Bill Few Associates, Inc.	0.17%	Add +6.3%	5,714	$443K
Summit Asset Management, LLC	0.05%	Add +0.3%	5,702	$442K
Summit Financial Wealth Advisors, LLC	0.09%	Reduce -15.2%	5,700	$442K
Cantor Fitzgerald Investment Advisors L.P.	0.03%	No change	5,700	$442K
Wealth Group, Ltd.	0.32%	No change	5,692	$442K
NorthCrest Asset Manangement, LLC	0.01%	Add +7.4%	5,614	$435K
Glass Jacobson Investment Advisors llc	0.16%	No change	5,584	$433K
9258 Wealth Management, LLC	0.07%	Add +26.7%	5,583	$433K
Arcus Capital Partners, LLC	0.17%	Add +0.7%	5,581	$433K
Colonial Trust Advisors	0.04%	Reduce -0.9%	5,571	$432K
STAR Financial Bank	0.33%	Reduce -12.9%	5,560	$431K
Ballentine Partners, LLC	0.01%	Add +94.6%	5,549	$430K
Rise Advisors, LLC	0.23%	Add +9.0%	5,542	$430K
Keystone Financial Planning, Inc.	0.14%	No change	5,508	$427K
AlphaCore Capital LLC	0.10%	Add +0.3%	5,497	$426K
Donald L. Hagan, LLC	0.23%	No change	5,484	$425K
Nicolet Advisory Services, LLC	0.04%	Add +0.7%	5,418	$425K
JB Capital LLC	0.03%	Add +0.8%	5,464	$424K
KG Capital Management	0.15%	Reduce -24.4%	5,487	$424K
Capital Asset Advisory Services LLC	0.02%	Reduce -13.0%	5,419	$423K
Mathes Company, Inc.	0.15%	No change	5,450	$423K
Davis Investment Partners, LLC	0.17%	Add +0.0%	5,286	$423K
TruWealth Advisors, LLC	0.03%	Add +2.0%	5,437	$422K
Pinnacle Wealth Management Group, Inc.	0.28%	No change	5,424	$421K
Astoria Portfolio Advisors LLC.	0.15%	Reduce -1.0%	5,412	$420K
Armstrong Advisory Group, Inc.	0.04%	Reduce -13.8%	5,404	$419K
Pinnacle West Asset Management, Inc.	0.33%	Add +0.9%	5,405	$419K
Bienville Capital Management, LLC	0.10%	No change	5,400	$419K
Wilkins Investment Counsel Inc.	0.06%	No change	5,400	$419K
Avestar Capital, LLC	0.05%	Add +16.0%	5,374	$417K
World Investment Advisors	0.03%	New	5,369	$416K
Mirador Capital Partners LP	0.08%	Add +1.2%	5,364	$416K
Cornerstone Advisory, LLC	0.06%	Reduce -4.3%	5,359	$416K
Naples Money Management LLC	0.35%	New	5,388	$415K
Pitcairn Co.	0.03%	Add +13.9%	5,348	$415K
Nebula Research & Development LLC	0.07%	New	5,342	$414K
Koss-Olinger Consulting, LLC	0.04%	New	5,335	$414K
Retirement Planning Group, LLC	0.03%	Add +7.0%	5,336	$414K
Mogy Joel R Investment Counsel Inc.	0.03%	Reduce -25.2%	5,333	$414K
Oxford Financial Group, LTD. LLC	0.03%	New	5,319	$413K
Dogwood Wealth Management LLC	0.25%	Add +18.6%	5,276	$409K
Members Wealth LLC	0.27%	—	4,476	$408K
Hartline Investment Corp./	0.05%	Reduce -81.7%	5,260	$408K
Correct Capital Wealth Management	0.10%	No change	5,250	$407K
Wealth Quarterback LLC	0.23%	Reduce -3.8%	5,240	$406K
First National Bank & Trust Co. of Newtown	0.08%	No change	5,235	$406K
Eisler Capital (US) LLC	0.08%	Add +35.5%	5,208	$404K
Goldstone Financial Group, LLC	0.08%	Add +21.2%	5,200	$403K
Wynn Capital, LLC	0.30%	Add +1.4%	5,198	$403K
Eastover Investment Advisors LLC	0.19%	No change	5,185	$402K
Childress Capital Advisors, LLC	0.11%	Add +9.9%	5,169	$401K
Cladis Investment Advisory, LLC	0.29%	No change	5,160	$400K
Legacy Financial Advisors, Inc.	0.07%	Add +2.8%	5,155	$400K
Independent Financial Group, LLC	0.02%	Reduce -0.8%	5,149	$399K
Sentry Investment Management LLC	0.18%	New	5,142	$399K
WealthTrust Axiom LLC	0.13%	No change	5,138	$399K
Requisite Capital Management, LLC	0.09%	No change	5,128	$398K
Cozad Asset Management Inc.	0.04%	Reduce -23.7%	5,111	$396K
Carolinas Wealth Consulting LLC	0.08%	Add +330.5%	5,097	$395K
Sigma Investment Counselors Inc.	0.02%	Add +0.2%	5,089	$395K
First Fiduciary Investment Counsel, Inc.	0.09%	No change	5,060	$393K
Cim Investment Management Inc.	0.12%	Reduce -1.0%	5,063	$393K
REDW Wealth LLC	0.10%	Add +0.8%	5,057	$392K
Significant Wealth Partners LLC	0.22%	Reduce -43.7%	5,056	$392K
RB Capital Management, LLC	0.10%	Reduce -2.6%	5,037	$391K
Oliver Lagore Vanvalin Investment Group	0.11%	Add +40.6%	5,024	$390K
Chaney Capital Management, Inc.	0.26%	No change	5,018	$389K
Scotia Capital Inc.	0.00%	Add +11.6%	5,017	$389K
Flagship Harbor Advisors, LLC	0.02%	Add +4.8%	5,016	$389K
Lee Danner & Bass Inc.	0.03%	—	5,020	$389K
Trust Co. of Toledo NA	0.06%	Reduce -13.4%	5,011	$389K
United Capital Management of KS, Inc.	0.09%	Reduce -7.2%	5,009	$389K
Altus Wealth Group LLC	0.19%	No change	4,994	$387K
Lindbrook Capital, LLC	0.04%	Add +25.9%	4,991	$387K
Jentner Corp	0.13%	Add +0.8%	4,960	$385K
Godsey & Gibb, Inc.	0.04%	Add +79.3%	4,958	$385K
Keynote Financial Services LLC	0.32%	No change	4,958	$385K
Zhang Financial LLC	0.03%	Reduce -0.9%	4,948	$384K
Waldron Private Wealth LLC	0.02%	Add +9.3%	4,921	$382K
Triton Wealth Management, PLLC	0.22%	No change	4,681	$381K
Fox Run Management, L.L.C.	0.07%	New	4,908	$381K
iSAM Funds (UK) Ltd	0.29%	New	4,907	$381K
CMG Global Holdings, LLC	0.25%	No change	4,902	$380K
Greylin Investment Management, Inc	0.07%	Reduce -3.6%	4,900	$380K
Beese Fulmer Investment Management, Inc.	0.03%	Add +15.3%	4,885	$379K
Fiduciary Financial Group, LLC	0.09%	—	4,669	$379K
Key Client Fiduciary Advisors, LLC	0.19%	Reduce -18.5%	4,882	$379K
Oppenheimer Asset Management Inc.	0.00%	Reduce -6.0%	4,880	$379K
Lloyd Advisory Services, LLC.	0.18%	New	4,849	$376K
Trilogy Capital Inc.	0.02%	Add +8.0%	4,812	$373K
Heritage Wealth Management, Inc.	0.12%	—	4,766	$372K
Campion Asset Management	0.29%	Reduce -0.9%	4,785	$371K
Lokken Investment Group LLC	0.17%	No change	4,785	$371K
WASHINGTON TRUST Co	0.01%	No change	4,785	$371K
Wealth Management Associates, Inc.	0.17%	No change	4,767	$370K
Rosenberg Matthew Hamilton	0.11%	Add +1.3%	4,785	$368K
Tranquility Partners, LLC	0.14%	No change	4,746	$368K
MKT Advisors LLC	0.18%	Reduce -7.4%	4,700	$367K
Cornerstone Wealth Management, LLC	0.03%	Reduce -15.9%	4,714	$366K
Boston Research & Management Inc.	0.09%	No change	4,710	$365K
Transcend Capital Advisors, LLC	0.03%	Add +0.7%	4,702	$365K
FineMark National Bank & Trust	0.01%	Add +0.9%	4,702	$365K
Argent Advisors, Inc.	0.14%	No change	4,687	$364K
Cutter & CO Brokerage, Inc.	0.09%	Reduce -5.1%	4,678	$363K
McGowan Group Asset Management, Inc.	0.05%	Add +1.0%	4,677	$363K
Bedel Financial Consulting, Inc.	0.05%	No change	4,660	$361K
Charles Schwab Trust Co	0.03%	Reduce -22.4%	4,659	$361K
EWG Elevate Inc.	0.13%	Add +15.7%	4,655	$361K
Thomas Story & Son LLC	0.16%	No change	4,650	$361K
Southland Equity Partners LLC	0.10%	Reduce -3.7%	4,650	$361K
Independence Bank of Kentucky	0.10%	No change	4,640	$360K
Howe & Rusling Inc.	0.03%	Add +42.1%	4,639	$360K
Meridian Financial Advisors, LLC	0.26%	No change	4,627	$359K
Bridges Investment Management Inc.	0.01%	Add +6.9%	4,625	$359K
Certuity, LLC	0.03%	Reduce -3.1%	4,619	$358K
Duncker Streett & Co. Inc.	0.07%	No change	4,615	$358K
Cape Cod Five Cents Savings Bank	0.03%	Reduce -7.2%	4,612	$358K
Aaron Wealth Advisors LLC	0.05%	Add +38.4%	4,601	$357K
Violich Capital Management, Inc.	0.05%	No change	4,595	$356K
Robertson Stephens Wealth Management, LLC	0.02%	Add +19.3%	4,585	$356K
Madison Park Capital Advisors, LLC	0.30%	Add +0.1%	4,578	$355K
GHP Investment Advisors, Inc.	0.02%	Add +1.2%	4,555	$353K
Hummer Financial Advisory Services Inc	0.30%	Reduce -6.2%	4,550	$353K
NSI Retail Advisors, LLC	0.06%	Reduce -2.2%	4,526	$351K
CSM Advisors, LLC	0.02%	Reduce -2.2%	4,526	$351K
Smith Anglin Financial, LLC	0.04%	Reduce -12.9%	4,499	$349K
Capital Investment Counsel, Inc	0.05%	No change	4,497	$349K
World Equity Group, Inc.	0.10%	Reduce -43.4%	4,481	$348K
Semmax Financial Advisors Inc.	0.10%	Add +0.8%	3,980	$347K
FDx Advisors, Inc.	0.10%	Reduce -22.1%	4,473	$347K
Veracity Capital LLC	0.14%	Add +0.3%	4,471	$347K
Callan Family Office, LLC	0.07%	New	4,463	$346K
Dorsey & Whitney Trust CO LLC	0.02%	Add +8.9%	4,462	$346K
Hanson & Doremus Investment Management	0.06%	No change	4,461	$346K
Investment House LLC	0.02%	Add +0.1%	4,455	$346K
Tucker Asset Management LLC	0.08%	Reduce -21.4%	4,454	$345K
Davis R M Inc.	0.01%	Add +21.9%	4,452	$345K
Live Oak Private Wealth LLC	0.06%	Add +16.0%	4,449	$345K
J. L. Bainbridge & Co., Inc.	0.03%	Add +0.4%	4,441	$344K
Bluespring Wealth Management, LLC	0.04%	Add +1.0%	4,437	$344K
Bey-Douglas LLC	0.32%	Add +0.3%	4,298	$344K
Austin Private Wealth, LLC	0.04%	Add +11.1%	4,432	$344K
Thompson Investment Management, Inc.	0.05%	No change	4,424	$343K
Ferguson Wellman Capital Management, Inc.	0.01%	No change	4,417	$343K
Douglass Winthrop Advisors, LLC	0.01%	Add +4.9%	4,404	$342K
CTC Alternative Strategies, Ltd.	0.14%	New	4,398	$341K
Wealthspan Partners, LLC	0.19%	Add +0.1%	4,382	$340K
TCI Wealth Advisors, Inc.	0.03%	Reduce -2.5%	4,380	$340K
Seelaus Asset Management LLC	0.35%	Reduce -3.3%	4,363	$338K
Gilliland Jeter Wealth Management LLC	0.11%	No change	4,346	$337K
Pinnacle Bancorp, Inc.	0.10%	No change	4,321	$335K
Fonville Wealth Management LLC	0.13%	Reduce -7.5%	4,310	$334K
Trust Co of the South	0.08%	Reduce -1.9%	4,309	$334K
Longview Financial Advisors, Inc.	0.25%	Add +0.1%	4,304	$334K
Ascension Asset Management LLC	0.17%	No change	4,302	$334K
Commerzbank Aktiengesellschaft	0.01%	Add +5.4%	4,289	$333K
Walkner Condon Financial Advisors LLC	0.07%	New	4,291	$333K
Inscription Capital, LLC	0.05%	Add +0.1%	4,282	$332K
St Germain D J Co. Inc.	0.02%	Reduce -23.5%	4,270	$331K
AlphaStar Capital Management, LLC	0.03%	Add +28.9%	4,248	$330K
Round Rock Advisors LLC	0.08%	Add +3.0%	4,246	$329K
Aigen Investment Management, LP	0.06%	Reduce -76.9%	4,234	$328K
Institute for Wealth Management, LLC.	0.04%	Add +0.6%	4,220	$327K
Appleton Partners Inc.	0.03%	Reduce -3.1%	4,220	$327K
Peak Asset Management, LLC	0.06%	Reduce -2.3%	4,210	$327K
Gentry Private Wealth, LLC	0.29%	—	4,205	$326K
Moss Adams Wealth Advisors LLC	0.05%	Add +17.1%	4,203	$326K
Hall Capital Management Co. Inc.	0.16%	Reduce -1.1%	4,203	$326K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd	0.19%	New	4,190	$325K
Marex Group Ltd	0.01%	New	4,190	$325K
L2 Asset Management, LLC	0.10%	Add +8.8%	4,178	$324K
Syverson Strege & Co	0.11%	Add +0.8%	4,177	$324K
Valued Retirements, Inc.	0.49%	Reduce -32.8%	4,169	$323K
Brandywine Oak Private Wealth LLC	0.03%	Reduce -7.5%	4,162	$323K
Buttonwood Financial Advisors Inc.	0.15%	Reduce -20.5%	4,143	$321K
Financial Engines Advisors L.L.C.	0.00%	Add +19.5%	4,138	$321K
Plante Moran Financial Advisors, LLC	0.03%	Reduce -2.1%	4,136	$321K
Willis Johnson & Associates, Inc.	0.03%	Add +0.4%	4,129	$320K
1ST Source Bank	0.02%	Add +0.2%	4,129	$320K
Johnson Financial Group, Inc.	0.02%	Reduce -14.5%	4,127	$320K
Patriot Investment Management Group, Inc.	0.02%	Reduce -12.1%	4,110	$319K
Coastline Trust Co	0.04%	Reduce -6.8%	4,084	$317K
American State Bank (Iowa)	0.20%	Add +5.9%	4,081	$317K
Veltria Advisors Corp.	0.11%	Add +0.5%	4,078	$316K
TRUE Private Wealth Advisors	0.04%	Reduce -1.3%	4,074	$316K
Values First Advisors, Inc.	0.19%	Add +19.4%	4,068	$316K
Wrapmanager Inc.	0.09%	Reduce -25.9%	4,067	$315K
Flaharty Asset Management, LLC	0.05%	Add +11.0%	4,051	$314K
Penobscot Investment Management Company, Inc.	0.03%	No change	4,050	$314K
Lifeworks Advisors, LLC	0.09%	Add +16.7%	4,047	$314K
Apexium Financial, LP	0.02%	Add +16.5%	4,042	$314K
Fagan Associates, Inc.	0.05%	No change	4,011	$311K
Wayfinding Financial, LLC	0.18%	Add +2.5%	4,019	$311K
Paces Ferry Wealth Advisors, LLC	0.19%	Reduce -4.5%	4,007	$311K
Relyea Zuckerberg Hanson LLC	0.05%	Add +8.8%	4,004	$311K
Blueprint Investment Partners LLC	0.07%	New	4,003	$311K
Elmwood Wealth Management, Inc.	0.14%	Reduce -14.8%	4,000	$310K
Fulcrum Equity Management	0.28%	Add +27.6%	3,992	$310K
LCM Capital Management Inc	0.19%	Reduce -0.8%	3,974	$308K
Altus Wealth Management, LLC	0.15%	No change	3,973	$308K
Advisory Alpha, LLC	0.01%	Reduce -4.3%	3,949	$306K
Altfest L J & Co. Inc.	0.04%	Reduce -14.7%	3,950	$306K
Ausdal Financial Partners, Inc.	0.03%	Add +1.1%	3,943	$306K
Tobam	0.05%	Add +5.4%	3,929	$305K
Bourne Lent Asset Management Inc.	0.12%	No change	3,931	$305K
OMNI 360 Wealth, Inc.	0.23%	Add +0.5%	3,930	$305K
Laurion Capital Management LP	0.01%	New	3,926	$305K
Guardian Investment Management	0.22%	Reduce -71.9%	3,910	$303K
Coppell Advisory Solutions LLC	0.05%	—	3,908	$303K
Plancorp, LLC	0.01%	Add +1.9%	3,908	$303K
Latitude Advisors, LLC	0.19%	Add +10.0%	3,907	$303K
Drive Wealth Management, LLC	0.08%	Add +12.9%	3,907	$303K
Alaethes Wealth, LLC	0.13%	No change	3,905	$303K
Colton Groome Financial Advisors, LLC	0.12%	No change	3,900	$303K
Beck Mack & Oliver LLC	0.01%	No change	3,900	$303K
Simon Quick Advisors, LLC	0.02%	Add +38.3%	3,891	$302K
BLB&B Advisors, LLC	0.02%	No change	3,888	$302K
Heartland Bank & Trust Co	0.17%	No change	3,880	$301K
Armstrong, Fleming & Moore, Inc	0.19%	No change	3,879	$301K
Quent Capital, LLC	0.03%	Reduce -0.2%	3,874	$301K
Retirement Income Solutions, Inc.	0.07%	No change	3,873	$300K
Ellis Investment Partners, LLC	0.06%	New	3,871	$300K
Fusion Capital, LLC	0.14%	Reduce -14.6%	3,866	$300K
Financial Security Advisor, Inc.	0.10%	Add +0.4%	3,863	$300K
Narwhal Capital Management	0.03%	New	3,859	$299K
Cabot Wealth Management Inc.	0.04%	No change	3,855	$299K
Sunpointe, LLC	0.19%	Reduce -20.9%	3,853	$299K
Mirabella Financial Services LLP	0.03%	New	3,850	$299K
FLC Capital Advisors	0.07%	No change	3,840	$298K
GEM Asset Management, LLC	0.18%	No change	3,830	$297K
3Chopt Investment Partners, LLC	0.09%	New	3,828	$297K
Drake & Associates, LLC	0.11%	Add +4.6%	3,823	$297K
Brass Tax Wealth Management, Inc.	0.06%	New	3,823	$297K
O'Brien Greene & Co. Inc	0.09%	Add +1.9%	3,821	$296K
Enterprise Financial Services Corp	0.18%	Reduce -13.3%	3,814	$296K
Meridian Investment Counsel Inc.	0.09%	No change	3,802	$295K
Arbor Trust Wealth Advisors, LLC	0.15%	Add +1.6%	3,790	$294K
Brown, Lisle/Cummings, Inc.	0.10%	Add +49.1%	3,778	$293K
Fulton Breakefield Broenniman LLC	0.02%	No change	3,778	$293K
Oak Hill Wealth Advisors, LLC	0.09%	—	3,775	$293K
Janiczek Wealth Management, LLC	0.06%	Reduce -0.3%	3,745	$290K
Ardent Capital Management, Inc.	0.14%	No change	3,739	$290K
WMG Financial Advisors, LLC	0.15%	Reduce -2.9%	3,733	$290K
Willis Investment Counsel	0.02%	No change	3,717	$288K
King Wealth Management Group	0.05%	No change	3,709	$288K
Fortitude Advisory Group L.L.C.	0.17%	Reduce -2.6%	3,707	$288K
KRS Capital Management, LLC	0.21%	Reduce -1.1%	3,697	$287K
Kingdom Financial Group LLC.	0.19%	Reduce -6.7%	3,684	$286K
MIdWestOne Financial Group, Inc.	0.05%	Add +1.8%	3,672	$285K
Woodard & Co. Asset Management Group Inc.	0.07%	No change	3,670	$285K
Strategic Advisors LLC	0.06%	No change	3,661	$284K
WealthBridge Capital Management, LLC	0.09%	Reduce -0.5%	3,655	$284K
MBM Wealth Consultants, LLC	0.10%	Add +0.0%	3,611	$282K
Vest Financial, LLC	0.01%	Reduce -2.0%	3,634	$282K
Trinity Financial Advisors LLC	0.13%	Reduce -16.6%	3,624	$281K
Geller Advisors LLC	0.02%	No change	3,620	$281K
Integris Wealth Management, LLC	0.08%	No change	3,600	$279K
Morningstar Investment Services LLC	0.00%	New	3,574	$279K
Royal Fund Management, LLC	0.04%	Reduce -34.5%	3,589	$278K
Klingman & Associates, LLC	0.02%	Reduce -4.6%	3,587	$278K
Gateway Investment Advisers LLC	0.00%	Reduce -0.6%	3,577	$277K
Bank of New Hampshire	0.07%	No change	3,568	$277K
Williams Jones Wealth Management, LLC.	0.00%	Reduce -25.2%	3,566	$277K
Glass Wealth Management Co LLC	0.16%	No change	3,565	$277K
Wela Strategies, Inc.	0.13%	Add +0.1%	3,561	$276K
Syntegra Private Wealth Group, LLC	0.04%	No change	3,546	$275K
Auxano Advisors, LLC	0.08%	Add +17.4%	3,542	$275K
First Citizens Financial Corp	0.16%	Reduce -6.1%	3,527	$274K
Rainey & Randall Wealth Advisors Inc.	0.06%	No change	3,506	$272K
Palumbo Wealth Management LLC	0.11%	Reduce -1.2%	3,504	$272K
St. Louis Trust Co	0.04%	No change	3,500	$271K
Larson Financial Group LLC	0.02%	Add +160.3%	3,498	$271K
Banque Cantonale Vaudoise	0.01%	New	3,484	$271K
Platform Technology Partners	0.09%	—	3,485	$270K
Stonebridge Capital Advisors LLC	0.02%	No change	3,463	$269K
Aldebaran Financial Inc.	0.35%	Reduce -10.8%	3,450	$268K
Wedgewood Investors Inc.	0.32%	—	3,450	$268K
Beaird Harris Wealth Management, LLC	0.03%	Add +7.8%	3,449	$268K
Westwood Holdings Group Inc.	0.00%	Reduce -0.2%	3,444	$267K
CW Advisors, LLC	0.00%	Reduce -3.8%	3,440	$267K
Keebeck Wealth Management	0.04%	Add +7.6%	3,434	$266K
Allstate Corp.	0.02%	No change	3,431	$266K
Quadrant Private Wealth Management, LLC	0.06%	Add +9.6%	3,423	$266K
Aspen Grove Capital, LLC	0.06%	Add +0.1%	3,420	$265K
Old Second National Bank of Aurora	0.07%	No change	3,408	$264K
Family Asset Management, LLC	0.17%	No change	3,402	$264K
Eagle Wealth Strategies LLC	0.21%	No change	3,394	$263K
Merriman Wealth Management, LLC	0.01%	No change	3,389	$263K
Ascent Group, LLC	0.02%	Add +15.3%	3,386	$263K
CenterStar Asset Management, LLC	0.39%	New	3,387	$262K
Worth Asset Management, LLC	0.16%	No change	3,372	$262K
Boyar Asset Management Inc.	0.18%	No change	3,365	$261K
Satovsky Asset Management LLC	0.06%	Add +0.9%	3,363	$261K
Plato Investment Management Ltd	0.02%	Reduce -7.3%	3,358	$260K
Zullo Investment Group, Inc.	0.11%	Reduce -4.8%	3,357	$260K
DF Dent & Co. Inc.	0.00%	No change	3,356	$260K
USAdvisors Wealth Management, LLC	0.09%	Add +1.8%	3,354	$260K
Vise Technologies, Inc.	0.05%	Reduce -1.4%	3,349	$260K
WMS Partners, LLC	0.02%	Add +5.9%	3,340	$259K
Marcum Wealth, LLC	0.03%	Reduce -2.9%	3,328	$258K
Barlow Wealth Partners, LLC	0.04%	No change	3,120	$258K
Premier Path Wealth Partners, LLC	0.04%	Add +10.8%	3,315	$257K
Gradient Investments LLC	0.01%	Add +4.5%	3,309	$257K
Phillips Wealth Planners LLC	0.27%	Reduce -9.6%	3,267	$256K
Catalina Capital Group, LLC	0.10%	New	3,303	$256K
Anchor Capital Advisors LLC	0.01%	No change	3,300	$256K
Morris Financial Concepts, Inc.	0.12%	Add +2.4%	3,296	$256K
Summit Wealth Partners, LLC	0.05%	No change	3,290	$255K
Modern Wealth Management, LLC	0.02%	Add +9.4%	3,287	$255K
Caisse de depot et placement du Quebec	0.00%	Reduce -3.4%	3,287	$255K
Nadler Financial Group, Inc.	0.03%	Reduce -1.0%	3,275	$254K
Gilman Hill Asset Management, LLC	0.05%	Add +4.5%	3,256	$253K
Spirit of America Management Corp.	0.05%	No change	3,250	$252K
Insight Advisors, LLC/ PA	0.05%	Add +0.3%	3,247	$252K
Sittner & Nelson, LLC	0.12%	Reduce -23.6%	3,246	$252K
WealthTrust Asset Management, LLC	0.18%	Add +0.1%	3,241	$251K
Quotient Wealth Partners, LLC	0.01%	Add +13.9%	3,241	$251K
Loring Wolcott & Coolidge Fiduciary Advisors LLP	0.00%	No change	3,096	$251K
Meadow Creek Wealth Advisors LLC	0.24%	Add +14.1%	3,236	$251K
Chesapeake Wealth Management	0.09%	No change	3,233	$251K
Cooper Financial Group	0.04%	Reduce -24.8%	3,228	$250K
Athena Investment Management	0.15%	Reduce -12.0%	3,223	$250K
Sawyer & Company, Inc	0.10%	Reduce -12.1%	3,223	$250K
Saxony Capital Management, LLC	0.27%	Reduce -0.8%	3,222	$250K
Compass Wealth Management LLC	0.06%	Add +25.3%	3,220	$250K
Total Clarity Wealth Management, Inc.	0.09%	New	3,219	$250K
Sompo Asset Management Co., Ltd.	0.04%	Add +10.3%	3,200	$248K
Crew Capital Management, Ltd	0.20%	No change	3,198	$248K
Private Capital Advisors, Inc.	0.03%	No change	3,200	$248K
NBW Capital LLC	0.05%	Reduce -10.1%	3,195	$248K
New Republic Capital, LLC	0.12%	Add +0.4%	3,193	$248K
Biltmore Wealth Management, LLC	0.11%	Add +0.2%	3,187	$247K
Cedar Mountain Advisors, LLC	0.06%	Add +0.9%	3,185	$247K
Searcy Financial Services Inc.	0.12%	No change	3,180	$247K
Rossmore Private Capital	0.03%	No change	3,163	$245K
Keb Asset Management, LLC	0.08%	New	3,162	$245K
First Financial Bankshares Inc	0.01%	Reduce -25.5%	3,158	$245K
Investment Planning Advisors, Inc.	0.12%	—	3,156	$245K
OmniStar Financial Group, Inc.	0.22%	No change	3,151	$244K
Octavia Wealth Advisors, LLC	0.03%	Add +2.9%	3,147	$244K
PFC Capital Group, Inc.	0.12%	No change	3,150	$244K
Alpha Omega Wealth Management LLC	0.05%	Reduce -6.0%	3,132	$243K
Stanley-Laman Group, Ltd.	0.03%	No change	3,127	$243K
Investors Asset Management of Georgia Inc. /Ga/	0.12%	No change	3,126	$242K
Gibbs Wealth Management	0.10%	Add +0.5%	3,122	$242K
Princeton Global Asset Management LLC	0.05%	Add +11.6%	3,121	$242K
Accredited Investors Inc.	0.02%	Reduce -7.1%	3,121	$242K
Proficio Capital Partners LLC	0.03%	Reduce -20.5%	3,120	$242K
Cromwell Holdings LLC	0.14%	—	3,119	$242K
New Hampshire Trust	0.06%	Reduce -0.7%	3,111	$241K
Brendel Financial Advisors LLC	0.15%	New	3,100	$240K
Waterford Advisors, LLC	0.10%	No change	3,091	$240K
Lazari Capital Management, Inc.	0.11%	Add +2.6%	3,084	$239K
Northwest Bancshares, Inc.	0.04%	Reduce -25.6%	3,078	$239K
Greenfield Savings Bank	0.12%	Add +2.5%	3,074	$238K
Maripau Wealth Management LLC	0.16%	Add +4.9%	3,069	$238K
Hoylecohen, LLC	0.02%	Reduce -17.5%	3,065	$238K
Gryphon Financial Partners LLC	0.04%	New	3,058	$237K
Berkshire Asset Management LLC	0.01%	New	3,056	$237K
Exchange Capital Management, Inc.	0.04%	No change	3,056	$237K
Sapient Capital LLC	0.00%	Add +2.5%	3,042	$236K
KKM Financial LLC	0.11%	No change	3,001	$236K
Gerber, LLC	0.19%	Add +2.4%	3,035	$235K
Financial Partners Group, Inc	0.04%	Reduce -31.6%	3,029	$235K
Magnolia Wealth Management, LLC	0.18%	Reduce -50.0%	3,026	$235K
VeraBank, N.A.	0.07%	No change	3,012	$234K
Asset Management Advisors, LLC	0.18%	No change	3,000	$233K
Revisor Wealth Management LLC	0.16%	New	3,000	$233K
PBMares Wealth Management LLC	0.06%	Reduce -0.0%	3,000	$233K
CRA Financial Services, LLC	0.05%	No change	2,999	$233K
Mayflower Financial Advisors, LLC	0.04%	Reduce -6.3%	2,993	$232K
PDS Planning, Inc	0.02%	New	2,993	$232K
Fiduciary Alliance LLC	0.04%	Reduce -13.2%	2,986	$232K
Gray Wealth Management Inc.	0.10%	Add +0.1%	2,980	$231K
ORG Partners LLC	0.03%	Add +454.8%	2,985	$230K
Berry Wealth Group, LP	0.18%	Reduce -2.8%	2,953	$229K
Analyst IMS Investment Management Services Ltd.	0.01%	New	2,956	$229K
YHB Investment Advisors, Inc.	0.02%	Add +2.6%	2,950	$229K
Ashton Thomas Securities, LLC	0.05%	—	2,910	$228K
Luts & Greenleigh Group, Inc.	0.24%	—	2,927	$227K
Harvey Investment Co. LLC	0.03%	No change	2,926	$227K
UNIVEST FINANCIAL Corp	0.06%	No change	2,926	$227K
Joel Isaacson & Co., LLC	0.01%	New	2,922	$227K
Financial Partners Group, LLC	0.09%	Add +3.1%	2,914	$226K
Truvestments Capital LLC	0.09%	Reduce -4.4%	2,888	$224K
Councilmark Asset Management, LLC	0.16%	No change	2,883	$224K
Shufro Rose & Co. LLC	0.02%	No change	2,879	$223K
Trivium Point Advisory, LLC	0.03%	New	2,874	$223K
Wealthquest Corp	0.02%	No change	2,865	$222K
CYBER HORNET ETFs LLC	0.24%	New	2,851	$221K
First Trust Investment Solutions L.P.	0.03%	Reduce -2.5%	2,843	$221K
Strategic Financial Services, Inc.	0.01%	New	2,839	$220K
North Star Asset Management Inc.	0.01%	Reduce -9.6%	2,826	$219K
Motco	0.01%	Add +0.7%	2,825	$219K
Investment Advisory Services Inc. /TX	0.08%	New	2,822	$219K
Opinicus Capital, Inc.	0.18%	New	2,812	$218K
HBW Advisory Services LLC	0.04%	New	2,809	$218K
Finer Wealth Management, Inc.	0.14%	No change	2,808	$218K
V-Square Quantitative Management LLC	0.04%	Reduce -42.0%	2,807	$218K
Alera Investment Advisors, LLC	0.03%	New	2,803	$217K
Peoples Bank	0.17%	No change	2,800	$217K
United Advisor Group, LLC	0.07%	New	2,795	$217K
Catalyst Financial Partners LLC	0.05%	New	2,779	$216K
Pine Haven Investment Counsel, Inc	0.18%	New	2,773	$215K
Argus Investors' Counsel, Inc.	0.13%	New	2,747	$213K
Warwick Investment Management, Inc.	0.05%	New	2,747	$213K
Sivia Capital Partners, LLC	0.14%	New	2,740	$213K
Glassy Mountain Advisors, Inc.	0.08%	New	2,729	$212K
Robinson Smith Wealth Advisors LLC	0.19%	New	2,727	$212K
Pavion Blue Capital, LLC	0.10%	New	2,715	$211K
Birchcreek Wealth Management, LLC	0.12%	New	2,715	$211K
Gen-Wealth Partners Inc	0.10%	Reduce -33.9%	2,713	$210K
MBE Wealth Management, LLC	0.13%	New	2,706	$210K
Vista Investment Partners LLC	0.07%	New	2,700	$209K
Fayez Sarofim & Co	0.00%	New	2,700	$209K
Bright Futures Wealth Management, LLC.	0.11%	New	2,360	$209K
NorthStar Asset Management LLC	0.14%	New	2,693	$209K
Horan Securities, Inc.	0.09%	New	2,693	$209K
Alexander Labrunerie & Co., Inc.	0.11%	New	2,690	$209K
PYA Waltman Capital, LLC	0.08%	New	2,676	$208K
Taylor Hoffman Wealth Management	0.08%	New	2,693	$207K
Zevin Asset Management LLC	0.03%	New	2,650	$206K
Chickasaw Capital Management LLC	0.01%	New	2,652	$206K
Schmidt P J Investment Management Inc.	0.04%	New	2,655	$206K
Y-Intercept (Hong Kong) Ltd	0.01%	New	2,650	$206K
Annis Gardner Whiting Capital Advisors, LLC	0.06%	Add +3.6%	2,647	$205K
Curran Financial Partners, LLC	0.07%	New	2,639	$205K
Rodgers & Associates, LTD	0.03%	New	2,639	$205K
Ironwood Investment Counsel, LLC	0.04%	New	2,624	$204K
Aveo Capital Partners, LLC	0.02%	Reduce -17.4%	2,621	$203K
Fortis Capital Advisors, LLC	0.07%	New	2,617	$203K
Nova R Wealth, Inc.	0.10%	New	2,610	$202K
Laffer Tengler Investments, Inc.	0.05%	No change	2,600	$202K
Private Wealth Partners, LLC	0.02%	New	2,600	$202K
Northeast Investment Management	0.01%	New	2,597	$201K
Providence First Trust Co	0.09%	New	2,594	$201K
Soltis Investment Advisors LLC	0.02%	New	2,592	$201K
AlphaMark Advisors, LLC	0.07%	No change	2,589	$201K
Howland Capital Management LLC	0.01%	New	2,579	$200K
Founders Financial Alliance, LLC	0.06%	New	2,545	$197K
Stephens Consulting, LLC	0.05%	Add +4.3%	2,481	$192K
Tompkins Financial Corp.	0.02%	Reduce -1.2%	2,455	$190K
Westside Investment Management, Inc.	0.04%	No change	2,453	$190K
Parkside Financial Bank & Trust	0.03%	Reduce -5.8%	2,421	$188K
Whittier Trust Co. of Nevada Inc.	0.01%	Add +105.6%	2,418	$188K
West Paces Advisors Inc.	0.05%	Reduce -14.2%	2,412	$187K
Northwest Bank & Trust Co	0.16%	No change	2,406	$187K
Essex Investment Management Co. LLC	0.03%	No change	2,400	$186K
WR Wealth Planners, LLC	0.06%	Reduce -2.6%	2,383	$185K
William B. Walkup & Associates, Inc.	0.12%	—	2,358	$183K
ICA Group Wealth Management, LLC	0.11%	Reduce -80.9%	2,346	$182K
Ransom Advisory, Ltd	0.09%	No change	2,266	$176K
Chelsea Counsel Co.	0.09%	No change	2,255	$175K
Cornerstone Planning Group LLC	0.05%	Add +200.6%	1,990	$172K
Camelot Portfolios, LLC	0.10%	New	2,200	$171K
Salomon & Ludwin, LLC	0.02%	Reduce -38.0%	2,175	$169K
Foster Dykema Cabot & Partners, LLC	0.01%	No change	2,155	$167K
Legacy Bridge, LLC	0.10%	No change	2,151	$167K
DT Investment Partners, LLC	0.01%	No change	2,080	$161K
Indiana Trust & Investment Management Co	0.06%	No change	2,060	$160K
Acadian Asset Management LLC	0.00%	Reduce -35.6%	2,060	$159K
Clear Investment Research, LLC	0.20%	Reduce -0.3%	2,015	$156K
Continuum Advisory, LLC	0.02%	Add +0.3%	2,011	$156K
CVA Family Office, LLC	0.03%	Add +3.2%	2,009	$156K
TFC Financial Management, Inc.	0.03%	Add +0.5%	1,998	$155K
Jackson, Grant Investment Advisers, Inc.	0.06%	Add +0.9%	1,987	$154K
Harbor Investment Advisory, LLC	0.02%	Reduce -15.4%	1,945	$151K
PFG Private Wealth Management, LLC	0.09%	Add +0.1%	1,934	$150K
Smithfield Trust Co	0.01%	Reduce -5.6%	1,915	$149K
Redwood Wealth Management Group, LLC	0.11%	New	1,917	$149K
Catalyst Funds Management Pty Ltd	0.04%	Reduce -34.5%	1,900	$147K
MCF Advisors LLC	0.01%	No change	1,891	$147K
Riverview Trust Co	0.14%	No change	1,867	$145K
Manchester Capital Management LLC	0.02%	Add +11.2%	1,837	$143K
Avior Wealth Management, LLC	0.01%	Reduce -34.4%	1,814	$141K
American National Bank & Trust	0.02%	Add +75.0%	1,806	$140K
Silvant Capital Management LLC	0.01%	No change	1,727	$134K
Toth Financial Advisory Corp.	0.02%	Add +0.2%	1,716	$133K
Community Bank, N.A.	0.02%	Reduce -2.9%	1,700	$132K
MV Capital Management, Inc.	0.01%	Add +1.3%	1,654	$128K
Deseret Mutual Benefit Administrators	0.06%	Add +5.6%	1,648	$128K
First Foundation Advisors	0.00%	Add +77.5%	1,637	$127K
Olistico Wealth, LLC	0.08%	New	1,600	$124K
Householder Group Estate & Retirement Specialist, LLC	0.03%	No change	1,588	$123K
S.A. Mason LLC	0.07%	No change	1,583	$123K
Hobbs Group Advisors, LLC	0.05%	—	1,553	$120K
Slocum, Gordon & Co LLP	0.09%	No change	1,534	$119K
Acima Private Wealth, LLC	0.04%	No change	1,500	$116K
Bogart Wealth, LLC	0.01%	Add +0.1%	1,468	$114K
Financial Management Professionals, Inc.	0.02%	Reduce -67.3%	1,453	$113K
Mark Sheptoff Financial Planning, LLC	0.06%	No change	1,450	$112K
Colonial Trust Co / SC	0.02%	Reduce -2.8%	1,443	$112K
McIlrath & Eck, LLC	0.02%	No change	1,442	$112K
Whittier Trust Co.	0.00%	No change	1,431	$111K
Tyler-Stone Wealth Management	0.05%	No change	1,411	$109K
Acropolis Investment Management, LLC	0.01%	No change	1,397	$108K
Ruedi Wealth Management, Inc.	0.04%	Add +2.6%	1,363	$106K
NFSG Corp	0.04%	Reduce -49.6%	1,360	$106K
M&R Capital Management Inc.	0.03%	No change	1,350	$105K
Family Firm, Inc.	0.02%	New	1,304	$101K
Main Street Group, LTD	0.05%	No change	1,273	$98K
Ostrum Asset Management	0.01%	Reduce -7.3%	1,252	$97K
USA Financial Formulas	0.02%	Reduce -24.1%	1,224	$95K
Bruce G. Allen Investments, LLC	0.08%	Add +56.5%	1,219	$95K
Quintet Private Bank (Europe) S.A.	0.01%	Reduce -39.6%	1,051	$93K
Knights of Columbus Asset Advisors LLC	0.01%	No change	1,200	$93K
Proffitt & Goodson Inc.	0.02%	Reduce -17.3%	1,182	$92K
DiNuzzo Private Wealth, Inc.	0.01%	Add +0.8%	1,138	$88K
LRI Investments, LLC	0.01%	No change	1,123	$87K
Caldwell Sutter Capital, Inc.	0.04%	Reduce -11.2%	1,122	$87K
Stone House Investment Management, LLC	0.02%	Add +1.8%	1,117	$87K
Capital Advisors, Ltd. LLC	0.01%	Reduce -0.5%	1,101	$85K
Trust Co	0.01%	No change	1,093	$85K
Boyd Watterson Asset Management LLC	0.02%	No change	1,070	$83K
Transamerica Financial Advisors, LLC	0.01%	No change	1,055	$82K
Bellevue Asset Management, LLC	0.04%	Add +0.3%	1,048	$81K
American Capital Advisory, LLC	0.06%	Add +666.7%	1,150	$81K
Beacon Capital Management, LLC	0.01%	No change	1,020	$79K
Dagco, Inc.	0.03%	No change	1,000	$78K
Wetzel Investment Advisors, Inc.	0.04%	No change	1,080	$77K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.02%	New	985	$76K
Fortitude Family Office, LLC	0.04%	No change	932	$72K
Moisand Fitzgerald Tamayo, LLC	0.01%	No change	927	$72K
Towarzystwo Funduszy Inwestycyjnych Pzu SA	0.03%	No change	912	$71K
Richard W. Paul & Associates, LLC	0.03%	Reduce -4.3%	882	$68K
Addison Advisors LLC	0.02%	Reduce -20.9%	860	$67K
Opal Wealth Advisors, LLC	0.02%	New	852	$66K
IAG Wealth Partners, LLC	0.01%	No change	818	$63K
Pacific Capital Wealth Advisors, Inc.	0.01%	Reduce -6.8%	815	$63K
Vermillion & White Wealth Management Group, LLC	0.05%	No change	789	$61K
Strategic Investment Solutions, Inc.	0.02%	—	842	$60K
Hazlett, Burt & Watson, Inc.	0.03%	No change	758	$59K
Richardson Financial Services Inc.	0.04%	Add +35.6%	751	$58K
CNB Bank	0.03%	Reduce -4.4%	744	$58K
Dunhill Financial, LLC	0.03%	Add +158.9%	725	$56K
HighMark Wealth Management LLC	0.03%	Add +0.1%	717	$56K
Barrett & Company, Inc.	0.03%	Reduce -6.5%	716	$56K
Canton Hathaway, LLC	0.01%	No change	705	$55K
SOA Wealth Advisors, LLC.	0.01%	Reduce -13.6%	675	$52K
Friedenthal Financial	0.03%	New	675	$52K
Western Pacific Wealth Management, LP	0.04%	Add +0.1%	671	$52K
Global Trust Asset Management, LLC	0.02%	No change	663	$51K
Cetera Trust Company, N.A	0.03%	No change	650	$50K
Washington Trust Advisors, Inc.	0.00%	No change	650	$50K
Piscataqua Savings Bank	0.04%	No change	640	$50K
Evermay Wealth Management LLC	0.01%	Reduce -7.4%	628	$49K
Your Advocates Ltd., LLP	0.02%	Reduce -7.7%	600	$47K
Webster Bank, N. A.	0.01%	No change	596	$46K
Carolina Wealth Advisors, LLC	0.02%	No change	594	$46K
Rational Advisors, Inc.	0.00%	Reduce -5.3%	592	$46K
Stuart Chaussee & Associates, Inc.	0.01%	No change	588	$46K
Versant Capital Management, Inc	0.01%	Add +31.8%	585	$45K
Cassady Schiller Wealth Management, LLC	0.02%	No change	556	$43K
Missouri Trust & Investment Co	0.02%	Reduce -27.9%	555	$43K
Central Pacific Bank - Trust Division	0.01%	No change	553	$43K
TD Capital Management LLC	0.00%	No change	546	$42K
Aspire Private Capital, LLC	0.01%	Reduce -7.0%	545	$42K
Cedar Wealth Management, LLC	0.01%	No change	545	$42K
Center for Financial Planning, Inc.	0.01%	No change	540	$42K
Moser Wealth Advisors, LLC	0.02%	No change	537	$42K
Valley National Advisers Inc.	0.01%	Reduce -7.0%	531	$41K
Capital Analysts, LLC	0.00%	Add +4.8%	524	$41K
JFS Wealth Advisors, LLC	0.00%	Reduce -1.3%	520	$40K
Tanglewood Legacy Advisors, LLC	0.02%	No change	508	$39K
JNBA Financial Advisors	0.00%	No change	506	$39K
TruNorth Capital Management, LLC	0.01%	New	504	$39K
AllSquare Wealth Management LLC	0.02%	No change	500	$39K
Atticus Wealth Management, LLC	0.01%	Reduce -28.7%	500	$39K
Hussman Strategic Advisors, Inc.	0.01%	No change	500	$39K
Tortoise Investment Management, LLC	0.00%	No change	490	$38K
Leonteq Securities AG	0.01%	Add +3.2%	482	$37K
Sanctuary Wealth Management, L.L.C.	0.03%	No change	477	$37K
VitalStone Financial, LLC	0.03%	No change	474	$37K
Covestor Ltd	0.02%	Reduce -77.6%	450	$35K
WFA of San Diego, LLC	0.03%	—	450	$35K
Bell Investment Advisors, Inc	0.01%	Reduce -1.3%	450	$35K
Northwest Capital Management Inc	0.01%	No change	449	$35K
Voisard Asset Management Group, Inc.	0.02%	Add +0.9%	444	$34K
REAP Financial Group, LLC	0.01%	Reduce -12.7%	427	$33K
Mb, Levis & Associates, LLC	0.02%	Add +0.2%	419	$32K
Perritt Capital Management Inc	0.02%	Add +1.2%	412	$32K
Operose Advisors LLC	0.01%	Reduce -19.6%	409	$32K
Spectrum Wealth Counsel, LLC	0.00%	No change	403	$31K
Sachetta, LLC	0.01%	Add +31.8%	373	$31K
First Community Trust NA	0.03%	No change	400	$31K
Birchbrook, Inc.	0.02%	No change	400	$31K
Arax Advisory Partners	0.00%	Add +276.0%	376	$29K
West Branch Capital LLC	0.01%	No change	372	$29K
GW&K Investment Management, LLC	0.00%	Add +11.3%	366	$28K
Ritter Daniher Financial Advisory LLC / DE	0.01%	No change	350	$27K
Centerpoint Advisors, LLC	0.01%	No change	346	$27K
FSC Wealth Advisors, LLC	0.02%	No change	347	$27K
Pension & Wealth Management Advisors, Inc.	0.02%	No change	345	$27K
RE Dickinson Investment Advisors, LLC	0.02%	New	330	$26K
Morton Brown Family Wealth, LLC	0.01%	No change	314	$26K
SJS Investment Consulting Inc.	0.00%	No change	324	$25K
Nvwm, LLC	0.01%	Add +1.6%	317	$25K
Advantage Trust Co	0.02%	No change	300	$23K
Trivant Custom Portfolio Group, LLC	0.01%	No change	300	$23K
Creative Capital Management Investments LLC	0.01%	New	300	$23K
Pin Oak Investment Advisors Inc.	0.02%	No change	300	$23K
Transcendent Capital Group LLC	0.01%	Add +5.7%	295	$23K
Kelly Financial Services LLC	0.01%	Add +1.0%	295	$23K
CBIZ Investment Advisory Services, LLC	0.00%	Add +0.3%	284	$22K
Fairfield Financial Advisors, LTD	0.01%	—	280	$22K
Mfa Wealth Advisors, LLC	0.00%	New	264	$20K
Chilton Capital Management LLC	0.00%	Reduce -22.8%	261	$20K
Financial Perspectives, Inc	0.01%	No change	256	$20K
Key Financial Inc	0.00%	No change	256	$20K
Miller Wealth Advisors, LLC	0.01%	No change	250	$19K
Clean Yield Group	0.01%	No change	250	$19K
Central Bank & Trust Co.	0.00%	No change	250	$19K
Wolff Wiese Magana LLC	0.02%	No change	244	$19K
Prestige Wealth Management Group LLC	0.00%	Reduce -33.0%	238	$18K
WFA Asset Management Corp	0.01%	No change	232	$18K
Tidemark, LLC	0.01%	No change	225	$17K
New England Capital Financial Advisors LLC	0.01%	Add +0.9%	224	$17K
CarsonAllaria Wealth Management, Ltd.	0.01%	Reduce -31.9%	214	$17K
Winch Advisory Services, LLC	0.00%	Reduce -24.4%	214	$17K
Logan Capital Management Inc.	0.00%	No change	210	$16K
Hoese & Co LLP	0.01%	No change	200	$16K
Tsfg, LLC	0.00%	No change	200	$16K
Financial Network Wealth Advisors LLC	0.01%	New	204	$16K
Balefire, LLC	0.01%	No change	204	$16K
Emfo, LLC	0.01%	No change	200	$16K
Eagle Bay Advisors LLC	0.01%	Reduce -7.0%	198	$15K
Cyrus J. Lawrence, LLC	0.00%	No change	200	$15K
Horizon Financial Services, LLC	0.01%	No change	190	$15K
Tower View Wealth Management LLC	0.01%	Add +0.5%	185	$14K
Fairscale Capital, LLC	0.01%	—	162	$13K
Avion Wealth	0.00%	Reduce -82.5%	169	$13K
Private Wealth Management Group, LLC	0.01%	No change	160	$12K
Westend Capital Management, LLC	0.00%	No change	156	$12K
Caitlin John, LLC	0.01%	No change	150	$12K
FWL Investment Management, LLC	0.01%	No change	150	$12K
Steph & Co.	0.00%	No change	140	$11K
Cherry Tree Wealth Management, LLC	0.00%	No change	121	$9K
Frazier Financial Advisors, LLC	0.01%	No change	116	$9K
Guardian Wealth Management, Inc.	0.01%	Add +0.9%	115	$9K
Aspect Partners, LLC	0.01%	No change	114	$9K
Nemes Rush Group LLC	0.00%	No change	113	$9K
Redmont Wealth Advisors LLC	0.01%	No change	105	$8K
Anfield Capital Management, LLC	0.00%	New	105	$8K
Wellington Shields Capital Management, LLC	0.00%	Add +1.0%	104	$8K
Criterion Capital Advisors, LLC	0.00%	No change	101	$8K
Pingora Partners LLC	0.01%	Reduce -23.1%	100	$8K
Financial Freedom, LLC	0.00%	Reduce -8.3%	100	$8K
Pineridge Advisors LLC	0.00%	No change	100	$8K
Hudson Edge Investment Partners Inc.	0.00%	New	100	$8K
Creekmur Asset Management LLC	0.00%	Add +47.0%	97	$7K
NewSquare Capital LLC	0.00%	Reduce -6.0%	1,581	$7K
Penserra Capital Management LLC	0.00%	No change	90	$7K
Strategic Financial Concepts, LLC	0.00%	New	232,075	$7K
Alaska Permanent Fund Corp	0.00%	Add +1.4%	73	$6K
MeadowBrook Investment Advisors LLC	0.01%	No change	75	$6K
Burkett Financial Services, LLC	0.00%	No change	61	$5K
CGC Financial Services, LLC	0.00%	No change	60	$5K
Fairway Wealth LLC	0.00%	New	58	$4K
Abich Financial Wealth Management LLC	0.00%	New	49	$4K
Unique Wealth Strategies, LLC	0.00%	New	52	$4K
Halpern Financial, Inc.	0.00%	New	47	$4K
Atlas Capital Advisors Inc.	0.00%	No change	47	$4K
Custom Portfolio Group LLC	0.00%	No change	45	$3K
ESL Trust Services, LLC	0.00%	New	43	$3K
Ridgewood Investments LLC	0.00%	New	35	$3K
PayPay Securities Corp	0.20%	Reduce -16.2%	31	$2K
Hollencrest Capital Management	0.00%	No change	30	$2K
True Wealth Design, LLC	0.00%	Add +33.3%	28	$2K
New Millennium Group LLC	0.00%	New	27	$2K
Trifecta Capital Advisors, LLC	0.00%	No change	23	$2K
Financial Avengers, Inc.	0.00%	No change	21	$2K
Raffa Wealth Management, LLC	0.00%	No change	19	$1K
Castleview Partners, LLC	0.00%	No change	18	$1K
WestEnd Advisors, LLC	0.00%	Reduce -5.9%	16	$1K
Financial Gravity Asset Management, Inc.	0.00%	Reduce -98.8%	15	$1K
Orion Capital Management LLC	0.00%	No change	14	$1K
Strengthening Families & Communities, LLC	0.00%	New	13	$1K
Valued Wealth Advisors LLC	0.00%	Reduce -26.7%	11	$854
Delos Wealth Advisors, LLC	0.00%	No change	10	$776
Rakuten Securities, Inc.	0.00%	Reduce -66.7%	5	$388
Y.D. More Investments Ltd	0.00%	New	284	$59

"% of holder's portfolio" is SO's weight in each manager's 13F, not the share of The Southern Co. the manager owns.