iShares National Muni Bond EMUBETF
13F holders, Q3 2024 (September 30)1,398holders +51
98new positions
58sold out
7famous investors
$108.78avg. 13F price*
At the end of Q3 2024, 1,398 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, up 51 from Q2 2024. 98 opened new positions and 58 sold out. The largest holders were Bank of America Corp. ($2.8B), Envestnet Asset Management Inc. ($2.1B) and Betterment LLC ($1.8B). 7 famous investors held it, including George Soros (0.7% of Soros Fund Management's portfolio), Ken Fisher (0.2% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares National Muni Bond E
- CUSIP
- 464288414
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $268.7M |
| Exits | 58 | $87.5M |
All 13F filers, Q2 2024 → Q3 2024: 22,902,133 shares bought and 9,040,797 shares sold, net +13,861,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,398 holders
| Bank of America Corp. | 0.24% | Add +8.4% | 25,583,647 | $2.8B |
| Envestnet Asset Management Inc. | 0.67% | Add +3.8% | 19,219,598 | $2.1B |
| Betterment LLC | 4.38% | Add +7.1% | 16,886,596 | $1.8B |
| FMR LLC | 0.09% | Reduce -13.3% | 14,213,125 | $1.5B |
| Creative Planning | 1.36% | Add +6.1% | 12,627,580 | $1.4B |
| Wealthfront Advisers LLC | 3.25% | Add +4.7% | 9,740,431 | $1.1B |
| JPMorgan Chase & Co. | 0.08% | Add +3.0% | 9,698,212 | $1.1B |
| Bank of New York Mellon Corp | 0.19% | Reduce -3.7% | 9,313,573 | $1.0B |
| Wells Fargo & Company | 0.24% | Reduce -0.6% | 8,998,054 | $977.5M |
| Charles Schwab Investment Management Inc. | 0.17% | Reduce -4.1% | 8,257,563 | $897.0M |
| Morgan Stanley | 0.06% | Add +18.4% | 7,822,585 | $849.8M |
| LPL Financial LLC | 0.37% | Add +8.4% | 7,582,923 | $823.7M |
| PNC Financial Services Group, Inc. | 0.51% | Add +0.9% | 7,366,762 | $800.3M |
| US Bancorp \de | 0.96% | Add +37.2% | 6,855,514 | $744.7M |
| Mercer Global Advisors Inc. | 1.64% | Add +5.9% | 6,442,036 | $700.2M |
| Northwestern Mutual Wealth Management Co. | 0.61% | Add +3.5% | 6,312,287 | $685.7M |
| Envestnet Portfolio Solutions, Inc. | 1.87% | Add +17.1% | 5,302,500 | $576.0M |
| Fisher Asset Management | 0.23% | Add +11.5% | 5,274,915 | $573.0M |
| Tiaa Trust, National Association | 1.61% | Reduce -2.6% | 4,969,419 | $539.8M |
| Sei Investments Co. | 0.68% | Add +14.7% | 4,830,722 | $524.8M |
| Orgel Wealth Management, LLC | 9.99% | Add +2.2% | 3,672,755 | $399.0M |
| Commonwealth Equity Services, LLC | 0.47% | Add +5.1% | 2,861,041 | $310.8M |
| Rwa Wealth Partners, LLC | 3.79% | Add +0.5% | 2,793,875 | $303.5M |
| UBS Group AG | 0.08% | Reduce -1.0% | 2,753,810 | $299.1M |
| First Citizens Bank & Trust Co. | 6.36% | Add +9.1% | 2,665,256 | $289.5M |
| Assetmark, Inc. | 0.76% | Add +4.1% | 2,449,651 | $266.1M |
| Royal Bank of Canada | 0.05% | Reduce -19.9% | 1,987,803 | $215.9M |
| Mariner, LLC | 0.33% | Add +2.3% | 1,705,736 | $185.3M |
| HighTower Advisors, LLC | 0.27% | Add +13.0% | 1,677,413 | $182.2M |
| MML Investors Services, LLC | 0.60% | Add +5.6% | 1,505,729 | $163.6M |
| Cetera Investment Advisers | 0.36% | Add +5.9% | 1,494,392 | $162.3M |
| Facet Wealth, Inc. | 4.45% | Add +241.7% | 1,463,802 | $156.3M |
| Ameriprise Financial Inc. | 0.04% | Add +0.7% | 1,394,143 | $151.1M |
| Choate Investment Advisors | 3.83% | Add +17.5% | 1,382,615 | $150.2M |
| Signaturefd, LLC | 2.81% | Reduce -3.2% | 1,354,731 | $147.2M |
| One Capital Management, LLC | 4.29% | Add +13.8% | 1,239,116 | $134.6M |
| Jones Financial Companies LLLP | 0.13% | Add +14.9% | 1,208,041 | $131.3M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -17.0% | 1,196,239 | $129.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.77% | Reduce -0.8% | 1,108,066 | $120.4M |
| Captrust Financial Advisors | 0.34% | Add +14.3% | 1,048,318 | $113.9M |
| Sequoia Financial Advisors, LLC | 1.19% | Add +1.3% | 1,023,495 | $111.2M |
| Avantax Advisory Services, Inc. | 0.70% | Add +5.2% | 978,866 | $106.3M |
| Oxford Financial Group, LTD. LLC | 6.66% | Reduce -0.9% | 967,578 | $105.1M |
| Park Avenue Securities LLC | 1.16% | Reduce -2.5% | 948,428 | $103.0M |
| Ellevest, Inc. | 5.68% | Add +2.5% | 944,231 | $102.6M |
| EP Wealth Advisors, LLC | 0.88% | Add +3.5% | 940,337 | $102.1M |
| Truist Financial Corp. | 0.15% | Reduce -2.4% | 896,287 | $97.4M |
| Balentine LLC | 3.79% | Add +373.8% | 885,803 | $96.2M |
| Citigroup Inc. | 0.09% | Reduce -3.2% | 863,380 | $93.8M |
| OneDigital Investment Advisors LLC | 1.01% | Add +4.1% | 810,380 | $88.0M |
| Centiva Capital, LP | 3.94% | Add +166.7% | 800,000 | $86.9M |
| Cwm, LLC | 0.37% | Add +16.6% | 792,357 | $86.1M |
| Osaic Holdings, Inc. | 0.19% | Reduce -19.7% | 786,207 | $85.4M |
| Corient Private Wealth LP | 0.13% | Reduce -1.5% | 770,767 | $83.7M |
| Allstate Corp. | 7.66% | Add +73.4% | 741,435 | $80.5M |
| Cerity Partners LLC | 0.18% | Add +1.5% | 728,275 | $79.1M |
| Meeder Advisory Services, Inc. | 5.05% | Add +6.5% | 718,056 | $78.0M |
| Arkos Global Advisors | 11.21% | Add +10.2% | 711,813 | $77.3M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Reduce -0.3% | 683,775 | $74.3M |
| Stifel Financial Corp. | 0.08% | Add +16.0% | 674,547 | $73.3M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +3.2% | 673,802 | $73.2M |
| Crestwood Advisors Group, LLC | 1.36% | Add +0.9% | 654,120 | $71.1M |
| Orion Porfolio Solutions, LLC | 0.71% | Add +2.5% | 653,865 | $71.0M |
| Orion Portfolio Solutions, LLC | 0.71% | Add +2.5% | 653,865 | $71.0M |
| United Capital Financial Advisors, LLC | 0.56% | Add +1.1% | 624,351 | $67.8M |
| State of Wisconsin Investment Board | 0.17% | No change | 607,800 | $66.0M |
| Wealthspire Advisors, LLC | 0.66% | Add +4.7% | 597,883 | $64.9M |
| Prime Capital Investment Advisors, LLC | 0.92% | Reduce -1.1% | 593,569 | $64.5M |
| Forvis Mazars Wealth Advisors, LLC | 1.46% | Add +1.1% | 584,361 | $63.5M |
| Angeles Wealth Management, LLC | 5.47% | New | 584,123 | $63.5M |
| Wit, LLC | 1.83% | — | 293 | $63.3M |
| Financial Engines Advisors L.L.C. | 0.13% | Add +3.0% | 575,245 | $62.5M |
| Beacon Pointe Advisors, LLC | 0.69% | Add +2.6% | 548,672 | $59.6M |
| Prudential Financial Inc. | 0.08% | Reduce -0.2% | 517,060 | $56.2M |
| Manning & Napier Advisors LLC | 0.60% | Add +4.9% | 500,452 | $54.4M |
| Cibc World Market Inc. | 0.12% | New | 500,160 | $54.3M |
| Coldstream Capital Management Inc. | 1.17% | Reduce -6.8% | 498,484 | $54.2M |
| Sofi Wealth, LLC | 3.88% | Add +9.6% | 485,236 | $52.7M |
| Foster Group, Inc. | 1.96% | Add +3.1% | 484,686 | $52.7M |
| JFS Wealth Advisors, LLC | 3.38% | Add +7.3% | 465,389 | $50.6M |
| Wealthcare Advisory Partners LLC | 1.42% | Add +12.6% | 460,037 | $50.0M |
| Bank of Montreal | 0.02% | Add +1.4% | 455,757 | $49.5M |
| Bessemer Group Inc. | 0.08% | Reduce -1.8% | 452,638 | $49.2M |
| Choreo, LLC | 0.69% | Add +105.5% | 432,385 | $47.1M |
| Alliancebernstein L.P. | 0.02% | Add +2.2% | 428,833 | $46.6M |
| Pathstone Holdings, LLC | 0.21% | Reduce -0.5% | 428,765 | $46.6M |
| Raymond James & Associates | 0.03% | Reduce -1.8% | 408,334 | $44.4M |
| Kestra Investment Management, LLC | 1.88% | Add +67.3% | 402,734 | $43.7M |
| Rockefeller Capital Management L.P. | 0.12% | Add +2.3% | 393,189 | $42.7M |
| Plante Moran Financial Advisors, LLC | 3.49% | Reduce -5.4% | 376,580 | $40.9M |
| Nisa Investment Advisors, LLC | 0.24% | Reduce -10.3% | 374,940 | $40.7M |
| Focus Partners Wealth | 0.13% | Reduce -46.0% | 369,827 | $40.2M |
| HSBC Holdings PLC | 0.02% | Reduce -51.1% | 367,332 | $39.9M |
| Comerica Bank | 0.16% | Add +2.7% | 367,074 | $39.9M |
| Thrivent Financial for Lutherans | 0.08% | Add +13.3% | 364,589 | $39.6M |
| Sanctuary Advisors, LLC | 0.25% | Add +31.8% | 367,380 | $39.5M |
| Waldron Private Wealth LLC | 1.55% | Add +1.3% | 343,462 | $37.3M |
| Equitable Holdings, Inc. | 0.36% | Add +5.1% | 343,023 | $37.3M |
| AE Wealth Management LLC | 0.33% | Add +5.1% | 336,047 | $36.5M |
| Lake Street Advisors Group, LLC | 1.59% | Add +4.4% | 316,465 | $34.4M |
| Cahaba Wealth Management, Inc. | 2.83% | Add +42.1% | 315,713 | $34.3M |
| Full Sail Capital, LLC | 2.19% | Reduce -0.7% | 314,141 | $34.1M |
| Austin Private Wealth, LLC | 3.34% | Reduce -4.2% | 312,121 | $33.9M |
| Baird Financial Group, Inc. | 0.07% | Add +5.9% | 308,653 | $33.5M |
| Commerce Bank | 0.20% | Add +11.1% | 305,925 | $33.2M |
| Renaissance Technologies | 0.05% | Add +11.9% | 302,600 | $32.9M |
| Bluespring Wealth Management, LLC | 3.28% | Reduce -0.2% | 301,140 | $32.7M |
| Lutz Financial Services LLC | 2.65% | Add +4.0% | 300,700 | $32.7M |
| Farther Finance Advisors, LLC | 1.22% | Add +36.9% | 300,348 | $32.6M |
| Mosaic Advisors LLC | 24.97% | Reduce -6.7% | 300,262 | $32.6M |
| Avantax Planning Partners, Inc. | 1.15% | Reduce -9.6% | 295,359 | $32.1M |
| G2 Capital Management, LLC / Oh | 9.32% | Reduce -0.1% | 291,225 | $31.6M |
| Dohj, LLC | 7.26% | Add +6.4% | 286,464 | $31.1M |
| Cardinal Point Capital Management ULC | 5.17% | Add +5.3% | 285,471 | $31.0M |
| M&T Bank Corp | 0.10% | Reduce -11.7% | 281,900 | $30.6M |
| Global Strategic Investment Solutions, LLC | 3.53% | Reduce -5.6% | 277,774 | $30.2M |
| Great Valley Advisor Group, Inc. | 0.74% | Add +10.8% | 276,122 | $30.0M |
| Townsquare Capital LLC | 0.35% | Add +27.8% | 267,548 | $29.1M |
| Johnson Financial Group, Inc. | 1.32% | Reduce -5.9% | 266,021 | $28.9M |
| Atria Wealth Solutions, Inc. | 0.31% | Add +12.9% | 261,454 | $28.4M |
| Forum Financial Management, LP | 0.47% | Reduce -1.6% | 260,100 | $28.3M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +1.9% | 258,995 | $28.1M |
| Integrated Wealth Concepts LLC | 0.34% | Add +10.1% | 258,947 | $28.1M |
| Retirement Investment Advisors, Inc. | 3.04% | Add +5.5% | 255,841 | $27.8M |
| Allworth Financial LP | 0.17% | Add +3.6% | 253,946 | $27.6M |
| Schneider Downs Wealth Management Advisors, LP | 5.61% | Add +11.3% | 252,085 | $27.4M |
| Icon Wealth Advisors, LLC | 2.28% | Reduce -0.2% | 251,848 | $27.4M |
| World Investment Advisors | 0.86% | Add +1.1% | 250,865 | $27.3M |
| Capital Insight Partners, LLC | 4.76% | Add +4.3% | 250,278 | $27.2M |
| Alera Investment Advisors, LLC | 3.19% | Add +1.6% | 249,679 | $27.1M |
| New York Life Investment Management LLC | 0.26% | Reduce -10.6% | 249,602 | $27.1M |
| Bailard, Inc. | 0.69% | Reduce -0.1% | 244,175 | $26.5M |
| Soros Fund Management | 0.74% | No change | 241,400 | $26.2M |
| Blue Chip Partners, LLC | 2.26% | Add +0.8% | 239,794 | $26.0M |
| Modera Wealth Management, LLC | 0.33% | Add +5.9% | 239,621 | $26.0M |
| Apella Capital, LLC | 1.03% | Reduce -0.5% | 231,724 | $25.2M |
| Ledyard National Bank | 2.30% | Add +8.3% | 231,074 | $25.1M |
| Perigon Wealth Management, LLC | 0.67% | Add +6.0% | 230,151 | $25.0M |
| Cresset Asset Management, LLC | 0.10% | Add +2.8% | 226,010 | $24.6M |
| Meridian Wealth Partners, LLC | 3.72% | Reduce -1.7% | 219,910 | $23.9M |
| Private Advisor Group, LLC | 0.15% | Add +69.3% | 218,441 | $23.7M |
| McNamara Financial Services, Inc. | 4.67% | Add +3.4% | 218,361 | $23.7M |
| Salomon & Ludwin, LLC | 2.39% | Add +14.7% | 214,760 | $23.5M |
| Regions Financial Corp. | 0.17% | Add +0.6% | 213,569 | $23.2M |
| Trust Co | 2.78% | Reduce -3.9% | 213,043 | $23.1M |
| Liquid Strategies, LLC | 5.54% | Reduce -0.1% | 213,007 | $23.1M |
| Wedmont Private Capital | 1.32% | Add +1.1% | 214,323 | $23.1M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +5.5% | 211,634 | $23.0M |
| Asio Capital, LLC | 4.35% | Add +2.4% | 210,783 | $22.9M |
| Fort Point Capital Partners LLC | 2.84% | Add +2.1% | 208,600 | $22.7M |
| Mather Group, Llc. | 0.29% | Reduce -19.3% | 206,854 | $22.5M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -16.0% | 206,274 | $22.4M |
| Cardinal Strategic Wealth Guidance | 7.28% | Add +2.6% | 204,731 | $22.2M |
| Quotient Wealth Partners, LLC | 0.72% | Add +12.9% | 202,839 | $22.0M |
| Chesley Taft & Associates LLC | 1.05% | Add +17.9% | 201,936 | $21.9M |
| Bear Mountain Capital, Inc. | 8.66% | Add +3.3% | 203,039 | $21.9M |
| Axxcess Wealth Management, LLC | 0.55% | Add +6.3% | 201,632 | $21.9M |
| Stratos Wealth Partners, LTD. | 0.32% | Reduce -4.5% | 201,335 | $21.9M |
| AMG National Trust Bank | 0.58% | Reduce -29.0% | 198,012 | $21.5M |
| Boston Standard Wealth Management, LLC | 4.15% | Add +5.8% | 196,344 | $21.3M |
| Steward Partners Investment Advisory, LLC | 0.19% | Add +8.7% | 191,990 | $20.9M |
| Vicus Capital | 1.83% | Add +7.7% | 190,869 | $20.7M |
| Wesbanco Bank Inc. | 0.70% | Add +9.4% | 190,662 | $20.7M |
| Aspiriant, LLC | 0.77% | Reduce -3.2% | 187,824 | $20.4M |
| RTD Financial Advisors, Inc. | 2.58% | Add +2.2% | 187,755 | $20.4M |
| Morton Brown Family Wealth, LLC | 7.24% | Add +6.7% | 187,411 | $20.4M |
| Leonard Rickey Investment Advisors P.L.L.C. | 4.61% | Reduce -1.9% | 187,079 | $20.3M |
| Altura Wealth Advisors Inc. | 13.29% | Add +21.1% | 186,567 | $20.3M |
| Regimen Wealth, LLC | 6.52% | Add +1.2% | 185,580 | $20.2M |
| Alaska Wealth Advisors, LLC | 3.02% | Add +6.8% | 184,977 | $20.1M |
| Slow Capital, Inc. | 3.05% | Add +4.4% | 183,512 | $19.9M |
| Ally Invest Advisors Inc. | 1.77% | Add +4.8% | 183,342 | $19.9M |
| Capital Analysts, LLC | 0.81% | Add +2.5% | 182,668 | $19.8M |
| Avior Wealth Management, LLC | 0.79% | Add +1.9% | 182,754 | $19.8M |
| CX Institutional | 0.88% | Add +3.0% | 182,526 | $19.8M |
| Arax Advisory Partners | 1.77% | Add +2.1% | 182,246 | $19.8M |
| Balyasny Asset Management L.P. | 0.05% | Add +1223.6% | 181,436 | $19.7M |
| SageView Advisory Group, LLC | 1.00% | New | 181,155 | $19.7M |
| Morningstar Investment Services LLC | 0.20% | Add +7.5% | 180,846 | $19.7M |
| First Financial Bank - Trust Division | 1.78% | Reduce -0.7% | 178,721 | $19.4M |
| Clearwater Capital Advisors, LLC | 1.85% | Reduce -2.8% | 174,710 | $19.0M |
| Stage Harbor Financial, LLC | 17.19% | Reduce -0.5% | 175,092 | $18.9M |
| Lebenthal Global Advisors, LLC | 3.83% | Reduce -13.5% | 173,473 | $18.8M |
| Alesco Advisors, LLC, An ESL Co | 0.58% | Add +3.9% | 172,620 | $18.8M |
| Capital Asset Advisory Services LLC | 0.94% | Add +5.1% | 173,520 | $18.7M |
| Kapitalo Investimentos Ltda | 4.38% | New | 165,098 | $17.9M |
| Citizens Financial Group Inc. | 0.36% | Reduce -7.0% | 162,850 | $17.7M |
| Citadel Advisors | 0.02% | Add +365.5% | 162,184 | $17.6M |
| Stairway Partners, LLC | 1.12% | Add +8.1% | 161,448 | $17.5M |
| Flputnam Investment Management Co. | 0.31% | Reduce -6.8% | 159,510 | $17.3M |
| First Citizens Asset Management, Inc. | 6.13% | Add +16.9% | 158,768 | $17.2M |
| Unique Wealth, LLC | 3.90% | Add +29.1% | 156,897 | $17.0M |
| Brown Wealth Management, LLC | 6.05% | Add +41.4% | 154,225 | $16.8M |
| Kingdom Financial Group LLC. | 12.49% | Add +0.9% | 153,832 | $16.7M |
| Diversified Portfolios, Inc. | 1.74% | Reduce -0.1% | 153,258 | $16.6M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.19% | No change | 153,000 | $16.6M |
| RMR Wealth Builders | 1.73% | Add +8.7% | 150,312 | $16.3M |
| Sigma Planning Corp | 0.48% | Reduce -1.5% | 144,912 | $15.7M |
| McKinley Carter Wealth Services, Inc. | 0.95% | Add +10.0% | 144,402 | $15.7M |
| Seeds Investor LLC | 5.75% | Add +79.6% | 141,504 | $15.4M |
| Natixis Advisors, LLC | 0.03% | Reduce -25.4% | 141,189 | $15.3M |
| Crewe Advisors LLC | 1.77% | Add +19.5% | 140,520 | $15.3M |
| Lido Advisors, LLC | 0.11% | Reduce -6.1% | 138,778 | $15.1M |
| Janney Montgomery Scott LLC | 0.04% | Add +8.2% | 136,619 | $14.8M |
| Apollon Wealth Management, LLC | 0.42% | Reduce -1.0% | 136,388 | $14.8M |
| Fragasso Financial Advisors Inc | 1.13% | Reduce -3.8% | 135,113 | $14.7M |
| Advisory Services Network, LLC | 0.30% | No change | 135,612 | $14.4M |
| Elm Partners Management LLC | 1.02% | Add +56.8% | 131,417 | $14.3M |
| HBC Financial Services, PLLC | 8.66% | Add +0.6% | 133,111 | $14.2M |
| AlTi Global, Inc. | 0.33% | Reduce -5.3% | 126,700 | $13.8M |
| Alley Investment Management Company, LLC | 1.74% | Add +4.4% | 126,515 | $13.7M |
| Parkside Investments, LLC | 2.05% | Reduce -16.4% | 125,300 | $13.6M |
| O'shaughnessy Asset Management, LLC | 0.12% | Add +5.1% | 125,121 | $13.5M |
| Clearstead Advisors, LLC | 0.21% | Reduce -1.5% | 123,268 | $13.4M |
| Sand Hill Global Advisors, LLC | 0.56% | Reduce -5.9% | 122,849 | $13.3M |
| One Wealth Advisors, LLC | 2.01% | New | 120,349 | $13.1M |
| Rinkey Investments | 4.18% | Reduce -2.5% | 118,925 | $12.9M |
| Summit Financial, LLC | 0.51% | Add +28.8% | 118,819 | $12.9M |
| Orin Green Financial, LLC | 5.51% | Add +3.1% | 117,590 | $12.8M |
| NewEdge Advisors, LLC | 0.08% | Add +0.6% | 116,177 | $12.6M |
| Waverly Advisors, LLC | 0.23% | Reduce -10.2% | 115,183 | $12.5M |
| Freestone Capital Holdings, LLC | 0.43% | Add +20.0% | 114,932 | $12.5M |
| Resonant Capital Advisors, LLC | 0.92% | Add +3.3% | 114,866 | $12.5M |
| Towercrest Capital Management | 2.00% | Reduce -7.1% | 114,529 | $12.4M |
| Fiduciary Trust Co | 0.17% | Reduce -2.8% | 114,290 | $12.4M |
| Lindenwold Advisors, INC | 6.17% | Add +4.1% | 112,823 | $12.3M |
| Revolve Wealth Partners, LLC | 1.86% | Reduce -0.1% | 112,204 | $12.2M |
| Franklin Resources Inc. | 0.00% | Add +3.5% | 112,935 | $12.2M |
| Nicolet Advisory Services, LLC | 1.15% | Reduce -2.3% | 112,031 | $12.2M |
| Private Wealth Management Group, LLC | 4.74% | Add +3.1% | 110,600 | $12.0M |
| Heartwood Wealth Advisors LLC | 1.33% | Add +4.0% | 110,184 | $12.0M |
| Baron Silver Stevens Financial Advisors, LLC | 2.08% | Add +2.2% | 109,696 | $11.9M |
| Brooklyn FI, LLC | 4.16% | Reduce -2.2% | 108,749 | $11.8M |
| CIBC Private Wealth Group LLC | 0.02% | Add +1.0% | 105,918 | $11.5M |
| Graypoint LLC | 0.73% | Add +22.8% | 105,271 | $11.4M |
| Charles Schwab Trust Co | 0.98% | Add +116.2% | 104,548 | $11.4M |
| Apeiron RIA LLC | 3.23% | Add +4.9% | 103,723 | $11.3M |
| NorthCoast Asset Management LLC | 0.08% | Add +36.6% | 103,528 | $11.3M |
| Veery Capital, LLC | 4.19% | Add +8.6% | 102,914 | $11.2M |
| Founders Financial Securities LLC | 1.03% | Reduce -0.4% | 102,706 | $11.2M |
| Horizon Investments, LLC | 0.29% | Add +6.3% | 102,565 | $11.1M |
| Atria Investments, Inc | 0.14% | Reduce -64.1% | 101,535 | $11.0M |
| Simplex Trading, LLC | 0.37% | Add +3823.8% | 101,353 | $11.0M |
| GAMMA Investing LLC | 1.08% | Add +33.0% | 100,569 | $10.9M |
| 25 LLC | 4.73% | Add +6.9% | 100,413 | $10.9M |
| LMR Partners LLP | 0.31% | Reduce -60.0% | 100,000 | $10.9M |
| NewEdge Wealth, LLC | 0.20% | Reduce -2.7% | 99,810 | $10.8M |
| Manhattan West Asset Management, LLC | 2.80% | Reduce -3.4% | 99,538 | $10.8M |
| Dakota Wealth Management | 0.24% | Add +19.3% | 97,948 | $10.6M |
| &partners | 0.21% | Add +176.6% | 97,837 | $10.6M |
| Skyline Advisors, Inc. | 4.38% | Add +0.9% | 97,830 | $10.6M |
| Jane Street Group, LLC | 0.02% | Add +68.3% | 97,504 | $10.6M |
| Savant Capital, LLC | 0.09% | Add +2.1% | 97,350 | $10.6M |
| German American Bancorp, Inc. | 1.12% | Add +10.4% | 97,175 | $10.6M |
| Clarity Asset Management, Inc. | 7.31% | Reduce -9.9% | 96,836 | $10.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -82.5% | 96,130 | $10.4M |
| UNIVEST FINANCIAL Corp | 0.69% | New | 96,049 | $10.4M |
| Fifth Third Bancorp | 0.04% | Add +12.5% | 95,142 | $10.3M |
| North Star Investment Management Corp. | 0.71% | Add +30.5% | 94,551 | $10.3M |
| BlackRock, Inc. | 0.00% | — | 94,376 | $10.3M |
| Okabena Investment Services Inc. | 2.85% | Add +1.6% | 93,162 | $10.1M |
| Catalyst Financial Partners LLC | 1.98% | Add +7.2% | 92,953 | $10.1M |
| Dynamic Advisor Solutions LLC | 0.30% | Reduce -4.0% | 92,756 | $10.1M |
| Northeast Financial Group, Inc. | 3.84% | Add +16.9% | 91,851 | $10.0M |
| Cook Wealth, LLC | 5.01% | Reduce -4.2% | 93,055 | $10.0M |
| Hengehold Capital Management LLC | 0.93% | Add +6.1% | 90,549 | $9.8M |
| Deutsche Bank AG | 0.00% | Reduce -1.0% | 90,545 | $9.8M |
| Waterway Wealth Management, LLC | 4.21% | Add +128.1% | 90,200 | $9.8M |
| Martel Wealth Advisors LLC | 1.99% | Add +3.7% | 89,980 | $9.7M |
| Weitzel Financial Services, Inc. | 4.54% | Add +2.8% | 88,976 | $9.7M |
| Schonfeld Strategic Advisors LLC | 0.08% | New | 88,847 | $9.7M |
| Brandywine Oak Private Wealth LLC | 0.93% | Add +7.2% | 88,653 | $9.6M |
| Brown Advisory Inc. | 0.01% | Reduce -11.1% | 88,511 | $9.6M |
| Smith & Howard Wealth Management, LLC | 2.69% | Add +1.1% | 88,199 | $9.6M |
| GM Advisory Group, LLC | 0.57% | Reduce -6.5% | 87,355 | $9.5M |
| PDS Planning, Inc | 0.85% | Add +9.6% | 86,981 | $9.4M |
| Opus Capital Group, LLC | 1.18% | Reduce -0.4% | 86,977 | $9.4M |
| Integrated Advisors Network LLC | 0.45% | Reduce -11.0% | 85,869 | $9.3M |
| Harbor Group, Inc. | 2.14% | Reduce -3.0% | 85,240 | $9.3M |
| Hudock, Inc. | 1.59% | Reduce 0.0% | 84,866 | $9.2M |
| WealthShield Partners, LLC | 1.23% | Add +4.2% | 83,476 | $9.1M |
| Moss Adams Wealth Advisors LLC | 0.98% | Add +1.6% | 82,504 | $9.0M |
| Reston Wealth Management LLC | 3.22% | Add +2.2% | 81,900 | $8.9M |
| Focus Financial Network, Inc. | 0.36% | Add +28.5% | 80,202 | $8.7M |
| Albion Financial Group | 0.60% | Add +32.3% | 80,077 | $8.7M |
| Aquire Wealth Advisors, LLC | 2.67% | Reduce -0.0% | 78,431 | $8.5M |
| First Horizon Advisors, Inc. | 0.24% | Add +6.8% | 77,915 | $8.5M |
| Ade, LLC | 5.14% | Reduce -2.2% | 76,960 | $8.4M |
| Rothschild Wealth LLC | 2.47% | Add +4095.3% | 86,506 | $8.3M |
| Stephens Consulting, LLC | 2.12% | Add +0.0% | 75,969 | $8.3M |
| Brookstone Capital Management | 0.12% | Add +9.7% | 75,915 | $8.2M |
| Regal Investment Advisors LLC | 0.58% | Add +5.3% | 75,768 | $8.2M |
| Simplicity Wealth,LLC | 0.76% | Reduce -20.6% | 75,428 | $8.2M |
| Edgestream Partners, L.P. | 0.36% | Add +57.6% | 75,282 | $8.2M |
| RFG Advisory, LLC | 0.25% | Add +30.4% | 75,219 | $8.2M |
| Ironwood Wealth Management, LLC. | 2.43% | Add +0.6% | 74,433 | $8.1M |
| Beacon Bridge Wealth Partners, LLC | 3.46% | Add +25.9% | 74,052 | $8.0M |
| CWA Asset Management Group, LLC | 0.43% | — | 73,872 | $8.0M |
| Kowal Investment Group, LLC | 1.47% | Reduce -6.8% | 73,490 | $8.0M |
| Ackerman Capital Advisors, LLC | 2.06% | Reduce -13.7% | 73,440 | $8.0M |
| RFP Financial Group LLC | 2.59% | Reduce -0.0% | 73,126 | $7.9M |
| Equita Financial Network, Inc. | 2.88% | Add +1.7% | 72,475 | $7.9M |
| Bragg Financial Advisors, Inc | 0.32% | Add +6.5% | 72,168 | $7.8M |
| Oakwell Private Wealth Management, LLC | 2.25% | Reduce -3.3% | 72,081 | $7.8M |
| Platte River Wealth Advisors, LLC | 2.09% | Add +5.5% | 71,666 | $7.8M |
| Global Wealth Strategies & Associates | 2.56% | Add +5.6% | 71,653 | $7.8M |
| Wealthcare Capital Management LLC | 0.78% | Add +3.3% | 71,370 | $7.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +0.1% | 70,922 | $7.7M |
| Stone House Investment Management, LLC | 1.59% | Reduce -0.6% | 70,692 | $7.7M |
| Capstone Investment Advisors, LLC | 0.26% | New | 69,601 | $7.6M |
| GenTrust, LLC | 0.37% | Add +9.1% | 69,179 | $7.5M |
| Burt Wealth Advisors | 1.85% | Add +0.6% | 69,168 | $7.5M |
| Moller Wealth Partners | 1.86% | No change | 68,664 | $7.5M |
| High Falls Advisors, Inc | 1.69% | Add +29.6% | 68,149 | $7.4M |
| Legacy Financial Strategies, LLC | 1.63% | Add +8.4% | 68,083 | $7.4M |
| Granite Harbor Advisors, Inc. | 4.36% | Add +16.6% | 67,968 | $7.4M |
| Mayflower Financial Advisors, LLC | 1.11% | Add +0.8% | 67,727 | $7.4M |
| Valmark Advisers, Inc. | 0.11% | Add +12.0% | 66,746 | $7.3M |
| Strategic Blueprint, LLC | 0.45% | Add +4.5% | 66,614 | $7.2M |
| Black Diamond Financial, LLC | 1.23% | Add +1.3% | 64,333 | $7.2M |
| Raub Brock Capital Management LP | 1.47% | Add +0.0% | 66,380 | $7.2M |
| Bartlett & Co. Wealth Management LLC | 0.10% | Reduce -1.8% | 66,147 | $7.2M |
| Symmetry Partners, LLC | 1.70% | Reduce -85.4% | 65,859 | $7.2M |
| Arkansas Financial Group, Inc. | 1.17% | Add +9.3% | 65,504 | $7.1M |
| Laird Norton Wetherby Trust Company, LLC | 0.93% | Reduce -19.2% | 65,420 | $7.1M |
| Aptus Capital Advisors, LLC | 0.11% | Add +17.8% | 65,189 | $7.1M |
| Foster & Motley Inc. | 0.45% | Reduce -1.3% | 65,140 | $7.1M |
| Horiko Capital Management LLC | 2.04% | New | 65,050 | $7.1M |
| McAdam, LLC | 0.40% | Add +11.4% | 64,977 | $7.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.32% | Add +1.5% | 64,769 | $7.0M |
| Concourse Financial Group Securities, Inc. | 0.42% | Reduce -8.2% | 85,552 | $7.0M |
| CGN Advisors LLC | 0.71% | Add +8.4% | 64,590 | $7.0M |
| Wealth Management Resources, Inc. | 2.79% | Reduce -6.0% | 64,121 | $7.0M |
| Seaside Wealth Management, Inc. | 2.57% | Reduce -2.6% | 62,486 | $6.8M |
| Advus Financial Partners, LLC | 1.92% | Add +9.6% | 61,851 | $6.7M |
| Clarius Group, LLC | 0.47% | No change | 61,724 | $6.7M |
| Fulton Breakefield Broenniman LLC | 0.47% | Add +1.8% | 61,518 | $6.7M |
| BTC Capital Management, Inc. | 0.59% | Reduce -29.9% | 61,240 | $6.7M |
| Dogwood Wealth Management LLC | 3.82% | Reduce -0.8% | 61,104 | $6.6M |
| Biltmore Family Office, LLC | 1.13% | Add +13.9% | 61,012 | $6.6M |
| First National Trust Co | 0.26% | Reduce -3.7% | 60,853 | $6.6M |
| Smithfield Trust Co | 0.32% | Add +3.2% | 60,840 | $6.6M |
| Peapack Gladstone Financial Corp. | 0.10% | Add +6.5% | 60,697 | $6.6M |
| Watershed Private Wealth LLC | 2.60% | Add +25.0% | 60,047 | $6.5M |
| Passive Capital Management, LLC. | 2.27% | Reduce -1.3% | 59,829 | $6.5M |
| Capital Investment Services of America, Inc. | 0.62% | No change | 59,629 | $6.5M |
| Phillips Financial Management, LLC | 0.50% | Reduce -1.8% | 59,385 | $6.5M |
| St Germain D J Co. Inc. | 0.30% | Add +1.0% | 59,205 | $6.4M |
| Traveka Wealth, LLC | 3.25% | Add +0.2% | 58,977 | $6.4M |
| LPWM LLC | 2.09% | Add +9.8% | 58,907 | $6.4M |
| FSM Wealth Advisors, LLC | 1.69% | Add +2.8% | 58,567 | $6.4M |
| Invenio Wealth Partners LLC | 2.73% | Add +8.4% | 58,154 | $6.3M |
| Keebeck Wealth Management | 0.89% | Add +21.3% | 56,839 | $6.2M |
| Alliance Wealth Management Group | 1.63% | Reduce -3.4% | 56,455 | $6.1M |
| CFS Investment Advisory Services, LLC | 0.51% | Reduce -0.6% | 56,249 | $6.1M |
| Exencial Wealth Advisors, LLC | 0.22% | Add +7.7% | 56,021 | $6.1M |
| Connecticut Wealth Management, LLC | 0.29% | Reduce -5.7% | 56,000 | $6.1M |
| Cannon Financial Strategists, Inc. | 1.06% | Add +9.9% | 55,975 | $6.1M |
| Granby Capital Management, LLC | 3.09% | No change | 55,000 | $6.0M |
| Creative Financial Designs Inc. | 0.50% | Reduce -2.2% | 54,873 | $6.0M |
| Trinity Wealth Management, LLC | 2.72% | Reduce -20.1% | 54,675 | $5.9M |
| Northern Trust Corp. | 0.00% | Add +12.3% | 54,252 | $5.9M |
| Wrenne Financial Planning LLC | 3.49% | Add +7.2% | 53,987 | $5.9M |
| Aua Capital Management, LLC | 3.38% | Reduce -7.8% | 53,809 | $5.8M |
| Davidson Investment Advisors | 0.28% | Reduce -3.9% | 53,731 | $5.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.16% | Reduce -3.3% | 53,449 | $5.8M |
| Wealth Alliance, LLC | 0.69% | Add +261.6% | 53,441 | $5.8M |
| Legacy Private Trust Co. | 0.39% | Reduce -29.9% | 53,183 | $5.8M |
| Dravo Bay LLC | 2.96% | Add +4.6% | 52,957 | $5.8M |
| Per Stirling Capital Management, LLC. | 0.79% | Add +0.7% | 52,411 | $5.7M |
| IMPACTfolio, LLC | 2.92% | Add +9.8% | 52,086 | $5.7M |
| Blueprint Investment Partners LLC | 1.02% | New | 51,863 | $5.6M |
| Vannoy Advisory Group, Inc. | 4.08% | Add +2.0% | 51,637 | $5.6M |
| Precedent Wealth Partners, LLC | 1.85% | Add +0.7% | 51,616 | $5.6M |
| Kingsview Wealth Management, LLC | 0.12% | Add +6.4% | 51,187 | $5.6M |
| NewSquare Capital LLC | 0.44% | Reduce -0.6% | 50,820 | $5.5M |
| Fairview Capital Investment Management, LLC | 0.30% | No change | 50,447 | $5.5M |
| Financial Life Advisors | 2.06% | Reduce -2.6% | 50,225 | $5.5M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Reduce -8.5% | 50,162 | $5.4M |
| Acropolis Investment Management, LLC | 0.32% | Add +0.2% | 50,107 | $5.4M |
| Synovus Financial Corp. | 0.06% | Reduce -11.5% | 49,620 | $5.4M |
| Somnio Financial Group, LLC | 4.36% | Add +2.6% | 49,204 | $5.3M |
| Merit Financial Group, LLC | 0.12% | Add +361.2% | 49,028 | $5.3M |
| Fiduciary Financial Group, LLC | 1.22% | Reduce -2.8% | 49,164 | $5.3M |
| Patriot Investment Management Group, Inc. | 0.39% | Reduce -4.3% | 48,536 | $5.3M |
| Galvin, Gaustad & Stein, LLC | 0.47% | Reduce -6.4% | 47,840 | $5.2M |
| Principal Securities, Inc. | 0.12% | Add +14.6% | 47,402 | $5.1M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -15.6% | 45,371 | $5.1M |
| Raymond James Trust N.A. | 0.11% | Reduce -6.6% | 47,204 | $5.1M |
| Motive Wealth Advisors | 3.08% | No change | 48,105 | $5.1M |
| TD Capital Management LLC | 0.51% | Reduce -16.7% | 46,881 | $5.1M |
| Stephens Inc. | 0.07% | Reduce -0.6% | 46,395 | $5.0M |
| Presilium Private Wealth, LLC | 1.15% | Reduce -2.0% | 45,919 | $5.0M |
| True Vision MN LLC | 2.98% | Add +3.5% | 45,893 | $5.0M |
| Hassell Wealth Management, LLC | 2.04% | Add +0.0% | 45,593 | $4.9M |
| Stratos Wealth Advisors, LLC | 0.22% | Add +12.4% | 44,638 | $4.8M |
| Global Retirement Partners, LLC | 0.15% | Add +2.5% | 44,594 | $4.8M |
| Private Trust Co. NA | 0.48% | Add +37.6% | 43,989 | $4.8M |
| WealthCollab, LLC | 3.14% | Add +25.8% | 43,825 | $4.8M |
| Rehmann Capital Advisory Group | 0.31% | Add +41.0% | 43,669 | $4.7M |
| HUB Investment Partners, LLC | 0.21% | Reduce -3.4% | 43,533 | $4.7M |
| Country Trust Bank | 0.12% | No change | 43,422 | $4.7M |
| D L Carlson Investment Group Inc. | 0.85% | Add +6.8% | 43,359 | $4.7M |
| FFT Wealth Management LLC | 0.36% | Add +139.8% | 43,197 | $4.7M |
| BCGM Wealth Management, LLC | 1.52% | Add +14.9% | 43,017 | $4.7M |
| Geneos Wealth Management Inc. | 0.18% | Add +230.6% | 42,938 | $4.7M |
| Proathlete Wealth Management LLC | 1.92% | Add +7.9% | 42,871 | $4.7M |
| Cascade Financial Partners, LLC | 0.58% | Reduce -1.7% | 43,371 | $4.7M |
| Beaird Harris Wealth Management, LLC | 0.40% | Add +0.5% | 42,654 | $4.6M |
| Montecito Bank & Trust | 0.79% | New | 42,560 | $4.6M |
| TD Private Client Wealth LLC | 0.13% | Add +30.6% | 42,314 | $4.6M |
| Naples Global Advisors, LLC | 0.42% | Add +13.8% | 41,719 | $4.5M |
| Waterloo Capital, L.P. | 0.49% | Add +89.2% | 41,653 | $4.5M |
| Ascent Group, LLC | 0.34% | Add +31.5% | 41,544 | $4.5M |
| Prosperity Consulting Group, LLC | 0.35% | Add +93.8% | 41,538 | $4.5M |
| Power Wealth Management LLC | 1.92% | Add +0.7% | 41,358 | $4.5M |
| Traphagen Investment Advisors LLC | 0.45% | Reduce -9.9% | 41,109 | $4.5M |
| Premier Path Wealth Partners, LLC | 0.70% | Add +2.1% | 41,049 | $4.5M |
| Zhang Financial LLC | 0.28% | Add +8.1% | 40,796 | $4.4M |
| Avidian Wealth Enterprises, LLC | 0.20% | Add +0.6% | 40,663 | $4.4M |
| Waterford Advisors, LLC | 2.25% | Reduce -34.8% | 40,639 | $4.4M |
| Hancock Whitney Corp. | 0.14% | Reduce -7.6% | 40,268 | $4.4M |
| SVB Wealth LLC | 3.72% | Reduce -73.3% | 40,257 | $4.4M |
| Financial Advocates Investment Management | 0.24% | Add +0.4% | 39,774 | $4.3M |
| ONE Advisory Partners, LLC | 1.88% | Add +2.6% | 39,503 | $4.3M |
| Joseph Group Capital Management | 1.63% | Reduce -3.0% | 39,190 | $4.3M |
| Insight Wealth Strategies, LLC | 0.55% | Add +11.4% | 38,639 | $4.2M |
| ORG Partners LLC | 0.67% | Reduce -27.1% | 38,370 | $4.2M |
| GYL Financial Synergies, LLC | 0.31% | Add +5.7% | 38,346 | $4.2M |
| Mission Wealth Management, LP | 0.10% | Add +5.5% | 38,053 | $4.1M |
| Ameritas Investment Partners, Inc. | 0.13% | Reduce -0.8% | 38,017 | $4.1M |
| SevenBridge Financial Group, LLC | 0.79% | Reduce -1.9% | 38,350 | $4.1M |
| Curbstone Financial Management Corp | 0.88% | Reduce -21.0% | 37,742 | $4.1M |
| My Legacy Advisors, LLC | 1.62% | Reduce -1.5% | 37,698 | $4.1M |
| Whitegate Investment Counselors, Inc. | 1.07% | No change | 37,285 | $4.1M |
| Capital Advisors Wealth Management, LLC | 0.75% | Add +4.6% | 37,282 | $4.0M |
| AdvisorNet Financial, Inc | 0.30% | Add +74.3% | 37,251 | $4.0M |
| Clifford Group, LLC | 3.12% | Reduce -6.9% | 36,953 | $4.0M |
| Bleakley Financial Group, LLC | 0.12% | Reduce -5.3% | 36,737 | $4.0M |
| Confluence Wealth Services, Inc. | 0.29% | Add +22.3% | 36,610 | $4.0M |
| Exchange Bank | 3.17% | Reduce -7.5% | 35,687 | $3.9M |
| Kades & Cheifetz LLC | 2.21% | Add +5.6% | 35,541 | $3.9M |
| Lifeworks Advisors, LLC | 0.76% | Add +31.5% | 35,533 | $3.9M |
| Savvy Advisors, Inc. | 0.78% | Add +84.9% | 35,496 | $3.9M |
| Parallel Advisors, LLC | 0.09% | Add +10.8% | 35,495 | $3.9M |
| Life Planning Partners, Inc | 3.44% | Add +1.1% | 35,441 | $3.8M |
| First American Trust, FSB | 0.38% | Add +20.4% | 35,374 | $3.8M |
| CreativeOne Wealth, LLC | 0.13% | Add +11.7% | 34,960 | $3.8M |
| Partners in Financial Planning | 0.76% | Reduce -2.3% | 34,842 | $3.8M |
| Keybank National Association | 0.01% | Add +5.7% | 34,531 | $3.8M |
| Hart & Patterson Financial Group LLC | 1.77% | Add +17.8% | 34,421 | $3.7M |
| Financial Insights, Inc. | 1.21% | Reduce -0.3% | 34,173 | $3.7M |
| IHT Wealth Management, LLC | 0.10% | Add +23.9% | 34,002 | $3.7M |
| Benjamin Edwards Inc. | 0.05% | New | 34,003 | $3.7M |
| AIFG Consultants Ltd. | 2.80% | Reduce -1.2% | 33,935 | $3.7M |
| Brio Consultants, LLC | 0.58% | Add +14.0% | 33,768 | $3.7M |
| Financial Counselors Inc. | 0.05% | Add +1.6% | 33,750 | $3.7M |
| Patton Albertson Miller Group, LLC | 0.50% | No change | 33,732 | $3.7M |
| Joel Isaacson & Co., LLC | 0.17% | Reduce -1.9% | 33,684 | $3.7M |
| Whittier Trust Co. of Nevada Inc. | 0.09% | No change | 33,201 | $3.6M |
| Investment Management Associates Inc. | 1.42% | No change | 33,191 | $3.6M |
| Eagle Rock Investment Company, LLC | 0.60% | Reduce -5.9% | 33,102 | $3.6M |
| Chicago Partners Investment Group LLC | 0.13% | Reduce -24.4% | 33,616 | $3.6M |
| Johnson Bixby & Associates, LLC | 0.55% | Reduce -8.8% | 32,993 | $3.6M |
| Becker Capital Management Inc. | 0.12% | New | 32,910 | $3.6M |
| Sowell Financial Services LLC | 0.16% | Reduce -6.0% | 32,577 | $3.5M |
| Blair William & Co. | 0.01% | Add +20.9% | 32,560 | $3.5M |
| Tobias Financial Advisors, Inc. | 0.71% | Reduce -6.0% | 32,554 | $3.5M |
| Durante & Waters, LLC | 2.96% | Add +1.9% | 32,467 | $3.5M |
| MIdWestOne Financial Group, Inc. | 0.48% | Add +11.0% | 32,233 | $3.5M |
| Composition Wealth, LLC | 0.08% | Reduce -3.4% | 32,174 | $3.5M |
| Eaton Financial Holdings Company, LLC | 1.41% | — | 31,964 | $3.5M |
| Tilson Financial Group, Inc. | 1.50% | New | 31,956 | $3.5M |
| Pure Financial Advisors, LLC | 0.08% | Add +6.5% | 31,779 | $3.5M |
| Vise Technologies, Inc. | 0.43% | Add +0.6% | 31,455 | $3.4M |
| Grove Bank & Trust | 0.50% | Add +2.3% | 31,245 | $3.4M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +663.1% | 31,171 | $3.4M |
| Jacobson & Schmitt Advisors, LLC | 0.69% | Add +0.3% | 31,168 | $3.4M |
| Mainsail Financial Group, LLC | 2.01% | Add +38.7% | 31,364 | $3.4M |
| Investment Partners, LTD. | 1.40% | Reduce -7.8% | 30,894 | $3.4M |
| Armor Investment Advisors, LLC | 1.38% | Add +15.5% | 30,672 | $3.3M |
| Sterling Investment Advisors, Ltd. | 0.84% | Add +6.8% | 30,534 | $3.3M |
| Florin Court Capital LLP | 2.65% | Add +122.8% | 30,300 | $3.3M |
| Bare Financial Services, Inc | 1.34% | Add +19.1% | 30,105 | $3.3M |
| Diversified, LLC | 0.36% | Add +11.2% | 29,963 | $3.3M |
| Diversified Enterprises, LLC | 0.36% | — | 29,963 | $3.3M |
| Ullmann Wealth Partners Group, LLC | 0.42% | Reduce -1.4% | 29,798 | $3.2M |
| Kwmg, LLC | 0.32% | Add +3.3% | 29,725 | $3.2M |
| SteelPeak Wealth, LLC | 0.14% | Reduce -2.5% | 29,665 | $3.2M |
| Leeward Financial Partners, LLC | 1.21% | Add +1.8% | 29,602 | $3.2M |
| Theory Financial LLC | 1.41% | Add +0.7% | 29,844 | $3.2M |
| Physician Wealth Solutions Inc. | 1.59% | Add +12.3% | 29,775 | $3.2M |
| Detalus Advisors, LLC | 1.06% | Reduce -13.3% | 29,229 | $3.2M |
| Millennium Management | 0.00% | Add +17.4% | 29,131 | $3.2M |
| Thrive Wealth Management, LLC | 0.58% | Add +0.1% | 29,005 | $3.2M |
| Transamerica Financial Advisors, LLC | 0.30% | Reduce -2.8% | 28,513 | $3.1M |
| Rosenberg Matthew Hamilton | 0.81% | Add +3.9% | 28,483 | $3.1M |
| Paulson Wealth Management Inc. | 0.83% | Add +4.8% | 28,453 | $3.1M |
| TNF LLC | 1.11% | Reduce -41.9% | 28,899 | $3.1M |
| Schechter Investment Advisors, LLC | 0.23% | Add +33.6% | 28,245 | $3.1M |
| Csenge Advisory Group | 0.16% | Add +16.1% | 28,442 | $3.1M |
| Avid Wealth Partners LLC | 2.17% | Add +49.6% | 28,184 | $3.1M |
| Smallwood Wealth Investment Management, LLC | 2.17% | Reduce -0.4% | 27,949 | $3.0M |
| Baker Avenue Asset Management, LP | 0.10% | Add +39.6% | 27,689 | $3.0M |
| Paladin Advisory Group, LLC | 2.21% | Add +2.1% | 27,570 | $3.0M |
| Quantinno Capital Management LP | 0.04% | Add +27.6% | 27,427 | $3.0M |
| Procyon Advisors, LLC | 0.20% | Reduce -2.8% | 27,351 | $3.0M |
| LGL Partners, LLC | 0.41% | Add +1.9% | 27,128 | $2.9M |
| Verus Capital Partners, LLC | 0.29% | Add +16.3% | 27,104 | $2.9M |
| Arcadia Wealth Management, LLC | 1.55% | Add +0.0% | 27,063 | $2.9M |
| Crabel Capital Management, LLC | 2.06% | Add +96.0% | 26,932 | $2.9M |
| Cornerstone Wealth Management, LLC | 0.21% | Add +0.1% | 26,825 | $2.9M |
| Colton Groome Financial Advisors, LLC | 1.09% | Reduce -8.9% | 26,735 | $2.9M |
| SWS Partners | 0.92% | Add +0.4% | 26,718 | $2.9M |
| Steel Grove Capital Advisors, LLC | 0.41% | Reduce -19.0% | 26,685 | $2.9M |
| Breakwater Capital Group | 0.57% | Add +2.2% | 26,273 | $2.9M |
| Accurate Wealth Management, LLC | 0.57% | Add +5.4% | 26,265 | $2.8M |
| Strategies Wealth Advisors, LLC | 0.38% | Reduce -17.1% | 26,069 | $2.8M |
| White Lighthouse Investment Management Inc. | 0.51% | Add +27.2% | 25,980 | $2.8M |
| Nuveen Asset Management, LLC | 0.00% | New | 25,922 | $2.8M |
| Symphony Financial, Ltd. Co. | 0.46% | Add +2.2% | 25,827 | $2.8M |
| James J. Burns & Company, LLC | 0.51% | Reduce -6.2% | 25,801 | $2.8M |
| First International Bank & Trust | 0.90% | Reduce -9.9% | 25,768 | $2.8M |
| Juncture Wealth Strategies, LLC | 1.08% | Reduce -1.3% | 25,701 | $2.8M |
| Cosner Financial Group, LLC | 1.80% | Reduce -36.3% | 25,654 | $2.8M |
| Lowe Brockenbrough & Co. Inc. | 0.18% | Reduce -0.0% | 25,537 | $2.8M |
| Mutual Advisors, LLC | 0.08% | Add +9.4% | 25,723 | $2.7M |
| Waller Financial Planning Group, Inc. | 0.68% | Add +3.9% | 25,297 | $2.7M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -0.6% | 25,231 | $2.7M |
| Hamilton Wealth, LLC | 0.67% | Add +18.4% | 25,231 | $2.7M |
| Forte Asset Management LLC | 1.46% | Reduce -3.3% | 25,206 | $2.7M |
| CW Advisors, LLC | 0.04% | Add +1.9% | 25,179 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +137.6% | 25,157 | $2.7M |
| Alhambra Investment Management LLC | 1.42% | Reduce -35.6% | 25,126 | $2.7M |
| Madison Wealth Partners, Inc | 0.80% | Reduce -5.9% | 24,871 | $2.7M |
| Stephenson & Company, Inc. | 1.82% | No change | 24,787 | $2.7M |
| SigFig Wealth Management, LLC | 0.10% | Reduce -53.6% | 24,764 | $2.7M |
| Insight Wealth Partners, LLC | 1.60% | Add +2.1% | 24,195 | $2.6M |
| Hoge Financial Services, LLC | 1.96% | Add +1.1% | 23,895 | $2.6M |
| Grey Fox Wealth Advisors, LLC | 0.72% | Add +22.0% | 23,877 | $2.6M |
| Cypress Capital Group | 0.29% | Reduce -4.5% | 23,790 | $2.6M |
| ProVise Management Group, LLC | 0.20% | Add +92.2% | 23,478 | $2.6M |
| Wedbush Securities Inc. | 0.09% | Add +24.5% | 23,341 | $2.5M |
| Venturi Wealth Management, LLC | 0.13% | Add +3.5% | 23,231 | $2.5M |
| Cedar Point Capital Partners, LLC | 1.73% | Reduce -4.8% | 23,120 | $2.5M |
| Client First Capital LLC | 1.39% | New | 23,078 | $2.5M |
| Westside Investment Management, Inc. | 0.53% | Add +0.3% | 22,895 | $2.5M |
| James Investment Research, Inc. | 0.28% | Add +1.2% | 22,715 | $2.5M |
| Garden State Investment Advisory Services LLC | 0.79% | Reduce -0.1% | 22,641 | $2.5M |
| Cypress Wealth Services, LLC | 0.51% | Add +6.0% | 22,598 | $2.5M |
| TPG Advisors LLC | 1.90% | Reduce -0.8% | 22,334 | $2.4M |
| Caldwell Trust Co | 0.25% | Reduce -4.6% | 22,200 | $2.4M |
| Aletheian Wealth Advisors LLC | 1.40% | Add +2.7% | 22,083 | $2.4M |
| First Foundation Advisors | 0.09% | Reduce -22.7% | 22,035 | $2.4M |
| Cambridge Capital Management, LLC | 1.56% | Reduce -2.0% | 21,888 | $2.4M |
| Riversedge Advisors, LLC | 0.54% | Add +1.6% | 21,797 | $2.4M |
| VitalStone Financial, LLC | 1.61% | Add +8.5% | 21,788 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -0.2% | 21,701 | $2.4M |
| Money Concepts Capital Corp. | 0.18% | Add +5.3% | 21,644 | $2.4M |
| Investment Planning Advisors, Inc. | 1.19% | No change | 21,847 | $2.3M |
| Harbour Investments, Inc. | 0.07% | Add +14.2% | 21,426 | $2.3M |
| Sterling Investment Counsel, LLC | 0.83% | No change | 21,364 | $2.3M |
| Capital Management Associates, Inc | 0.95% | New | 21,303 | $2.3M |
| Capasso Planning Partners LLC | 0.68% | Reduce -0.2% | 21,296 | $2.3M |
| Beaumont Financial Advisors, LLC | 0.18% | Reduce -7.2% | 21,090 | $2.3M |
| Summit Wealth Group, LLC | 0.66% | Reduce -2.7% | 21,047 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -19.7% | 20,933 | $2.3M |
| Plum Street Advisors, LLC | 1.14% | Add +9.6% | 20,783 | $2.3M |
| Wayfinding Financial, LLC | 1.67% | Add +4.9% | 20,738 | $2.3M |
| EverSource Wealth Advisors, LLC | 0.14% | Add +0.9% | 20,604 | $2.2M |
| Philadelphia Trust Co. | 0.16% | No change | 20,554 | $2.2M |
| McNaughton Wealth Management, LLC | 1.08% | Add +7.8% | 20,332 | $2.2M |
| Fifth Third Securities, Inc. | 0.21% | Add +2.5% | 20,231 | $2.2M |
| Sweet Financial Partners, LLC | 0.48% | Add +56.9% | 20,195 | $2.2M |
| Dorsey & Whitney Trust CO LLC | 0.12% | Add +8.2% | 20,049 | $2.2M |
| Etesian Wealth Advisors, Inc. | 0.98% | Reduce -4.7% | 20,028 | $2.2M |
| Confluence Investment Management LLC | 0.03% | Reduce -0.0% | 20,021 | $2.2M |
| Safir Wealth Advisors, LLC | 1.67% | Add +4.0% | 20,019 | $2.2M |
| Jefferies Financial Group Inc. | 0.04% | No change | 20,000 | $2.2M |
| Visionary Wealth Advisors | 0.13% | Reduce -4.1% | 19,847 | $2.2M |
| City of London Investment Management Co. Ltd. | 0.19% | New | 19,822 | $2.2M |
| EPIQ Capital Group, LLC | 0.62% | Add +0.1% | 19,810 | $2.2M |
| TBH Global Asset Management, LLC | 0.47% | Reduce -2.5% | 19,784 | $2.1M |
| Keystone Wealth Services, LLC | 0.59% | Reduce -3.4% | 19,750 | $2.1M |
| Brown Brothers Harriman & Co. | 0.01% | Add +60.6% | 19,724 | $2.1M |
| Capstone Financial Advisors, Inc. | 0.13% | Add +1.3% | 19,713 | $2.1M |
| Triad Wealth Partners, LLC | 1.13% | Add +99.0% | 19,624 | $2.1M |
| Maia Wealth LLC | 0.53% | Add +9.2% | 19,919 | $2.1M |
| Bernardo Wealth Planning LLC | 0.51% | Reduce -8.1% | 19,413 | $2.1M |
| Diversify Advisory Services, LLC | 0.11% | Reduce -15.5% | 19,467 | $2.1M |
| Patten Group, Inc. | 0.46% | Add +4.2% | 19,162 | $2.1M |
| Kings Path Partners LLC | 0.87% | Add +2.4% | 19,073 | $2.1M |
| Stokes Family Office, LLC | 0.23% | Reduce -1.3% | 19,044 | $2.1M |
| Foundations Investment Advisors, LLC | 0.04% | Add +52.2% | 18,976 | $2.1M |
| Advisory Resource Group | 0.44% | Add +11.0% | 18,976 | $2.1M |
| Nwam LLC | 0.12% | New | 18,664 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.21% | Reduce -78.2% | 18,554 | $2.0M |
| SOL Capital Management CO | 0.22% | Reduce -0.8% | 18,427 | $2.0M |
| ABLE Financial Group, LLC | 0.62% | Add +3.0% | 18,421 | $2.0M |
| Acima Private Wealth, LLC | 0.67% | Add +8.8% | 18,415 | $2.0M |
| Checchi Capital Advisers, LLC | 0.15% | Reduce -0.0% | 18,294 | $2.0M |
| Greenspring Advisors, LLC | 0.43% | Reduce -3.9% | 18,250 | $2.0M |
| Sharkey, Howes & Javer | 0.28% | Add +1.0% | 17,928 | $1.9M |
| Level Four Advisory Services, LLC | 0.08% | Add +0.6% | 18,073 | $1.9M |
| Financial Strategies Group, Inc. | 0.45% | Add +47.1% | 17,943 | $1.9M |
| Main Street Financial Solutions, LLC | 0.18% | Add +63.9% | 17,748 | $1.9M |
| Redwood Investment Management, LLC | 0.17% | Add +0.6% | 17,193 | $1.9M |
| Scissortail Wealth Management, LLC | 0.46% | Reduce -99.7% | 49 | $1.9M |
| Park Place Capital Corp | 0.55% | Reduce -6.0% | 17,485 | $1.9M |
| Liberty Capital Management, Inc. | 0.42% | Add +0.7% | 17,474 | $1.9M |
| United Community Bank | 0.74% | Reduce -3.2% | 17,466 | $1.9M |
| Myecfo, LLC | 1.03% | Reduce -10.9% | 17,453 | $1.9M |
| Sterling Financial Planning, Inc. | 0.70% | Reduce -1.1% | 17,423 | $1.9M |
| Independent Financial Group, LLC | 0.07% | Reduce -1.5% | 17,216 | $1.9M |
| Sax Wealth Advisors, LLC | 0.17% | Add +6.0% | 17,163 | $1.9M |
| Sykon Capital LLC | 0.66% | Add +123.1% | 17,132 | $1.9M |
| Crumly & Associates Inc. | 0.51% | Add +48.9% | 16,972 | $1.8M |
| FC Advisory LLC | 0.62% | Add +8.0% | 16,942 | $1.8M |
| Cannon Advisors, Inc. | 1.50% | — | 16,915 | $1.8M |
| Pinnacle Financial Partners Inc | 0.04% | Reduce -0.3% | 16,918 | $1.8M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Reduce -7.4% | 16,878 | $1.8M |
| Robinson Smith Wealth Advisors LLC | 1.55% | Reduce -1.0% | 16,810 | $1.8M |
| Running Point Capital Advisors, LLC | 0.71% | Add +6.8% | 16,805 | $1.8M |
| Sage Financial Management Group, Inc. | 0.70% | New | 16,656 | $1.8M |
| Grand Wealth Management, LLC | 1.02% | Add +3.4% | 16,616 | $1.8M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -4.1% | 16,591 | $1.8M |
| FAS Wealth Partners, Inc. | 0.14% | Add +4.1% | 16,544 | $1.8M |
| Continuum Advisory, LLC | 0.23% | Reduce -0.0% | 16,758 | $1.8M |
| Mill Creek Capital Advisors, LLC | 0.04% | Add +0.1% | 16,437 | $1.8M |
| Narus Financial Partners, LLC | 0.64% | Add +15.6% | 16,416 | $1.8M |
| IFG Advisory, LLC | 0.11% | Add +21.0% | 16,382 | $1.8M |
| Spinnaker Investment Group, LLC | 0.43% | Reduce -25.9% | 16,211 | $1.8M |
| ForthRight Wealth Management, LLC | 0.58% | Reduce -23.5% | 16,104 | $1.7M |
| United Bank | 0.20% | Add +424.6% | 16,062 | $1.7M |
| Spinnaker Trust | 0.11% | No change | 16,041 | $1.7M |
| Abound Wealth Management | 0.57% | Add +6.8% | 15,858 | $1.7M |
| WR Wealth Planners, LLC | 0.48% | Add +1.4% | 15,729 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +86.4% | 15,711 | $1.7M |
| TSA Wealth Managment LLC | 0.69% | Add +53.1% | 15,688 | $1.7M |
| Lansing Street Advisors | 0.62% | Add +0.6% | 15,560 | $1.7M |
| Windward Private Wealth Management Inc. | 0.65% | Reduce -0.8% | 15,526 | $1.7M |
| Seascape Capital Management | 0.60% | Reduce -12.3% | 15,484 | $1.7M |
| Meritage Portfolio Management | 0.10% | Reduce -4.3% | 15,456 | $1.7M |
| Jacobi Capital Management LLC | 0.13% | Reduce -1.5% | 15,416 | $1.7M |
| Tortoise Investment Management, LLC | 0.17% | Reduce -4.5% | 15,392 | $1.7M |
| CV Advisors LLC | 0.85% | Add +6.5% | 15,287 | $1.7M |
| Dean Investment Associates, LLC | 0.22% | Add +0.3% | 15,257 | $1.7M |
| New Century Financial Group, LLC | 0.61% | New | 15,205 | $1.7M |
| Howard Bailey Securities, LLC | 0.62% | — | 15,105 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -33.8% | 15,089 | $1.6M |
| Professional Financial Advisors, LLC | 0.42% | Reduce -6.2% | 15,090 | $1.6M |
| Aspen Wealth Management LLC | 0.50% | Reduce -13.7% | 15,037 | $1.6M |
| Columbia Bank | 0.59% | Add +7.9% | 14,969 | $1.6M |
| Flagship Harbor Advisors, LLC | 0.09% | Reduce -3.9% | 14,963 | $1.6M |
| Collective Family Office LLC | 0.44% | Add +33.5% | 14,890 | $1.6M |
| Carl P. Sherr & Co., LLC | 0.85% | Reduce -11.3% | 14,887 | $1.6M |
| MorganRosel Wealth Management, LLC | 0.53% | No change | 14,767 | $1.6M |
| Legacy Edge Advisors, LLC | 0.26% | Reduce -22.2% | 14,702 | $1.6M |
| Cary Street Partners Investment Advisory LLC | 0.06% | Add +0.6% | 14,622 | $1.6M |
| MCF Advisors LLC | 0.11% | Add +0.2% | 14,476 | $1.6M |
| PFG Advisors | 0.10% | Add +15.3% | 14,414 | $1.6M |
| Cornerstone Wealth Group, LLC | 0.13% | Reduce -12.3% | 14,132 | $1.5M |
| Lodestar Private Asset Management LLC | 0.20% | Reduce -5.8% | 14,123 | $1.5M |
| Chesapeake Capital Corp. | 1.39% | Add +27.9% | 14,049 | $1.5M |
| Tidal Investments LLC | 0.02% | Add +27.0% | 14,049 | $1.5M |
| Claro Advisors Inc. | 0.20% | Add +29.8% | 13,939 | $1.5M |
| Rooted Wealth Advisors, Inc. | 0.67% | Add +12.8% | 13,986 | $1.5M |
| IFG Advisors, LLC | 0.32% | Add +27.4% | 13,882 | $1.5M |
| First National Bank of Mount Dora, Trust Investment Services | 0.34% | Reduce -2.6% | 13,790 | $1.5M |
| TruNorth Capital Management, LLC | 0.44% | Add +13.2% | 13,773 | $1.5M |
| RCS Financial Planning, LLC | 0.83% | Reduce -5.6% | 13,711 | $1.5M |
| LJI Wealth Management, LLC | 0.30% | Add +16.6% | 13,694 | $1.5M |
| Meridian Wealth Management, LLC | 0.07% | New | 13,538 | $1.5M |
| Everhart Financial Group, Inc. | 0.32% | Add +27.4% | 13,487 | $1.5M |
| LifePlan Investment Advisors, Inc. | 0.94% | Add +10.9% | 13,471 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Add +21.6% | 13,467 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -6.9% | 13,433 | $1.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -95.5% | 13,239 | $1.4M |
| Consilio Wealth Advisors, LLC | 0.59% | Add +4.1% | 13,207 | $1.4M |
| Sonata Capital Group Inc. | 0.60% | New | 13,174 | $1.4M |
| D.A. Davidson & Co. | 0.01% | Reduce -3.6% | 13,118 | $1.4M |
| Arrow Financial Corp | 0.13% | Add +4.5% | 13,059 | $1.4M |
| Gen-Wealth Partners Inc | 0.62% | Reduce -0.7% | 13,241 | $1.4M |
| Aveo Capital Partners, LLC | 0.15% | Reduce -20.6% | 13,033 | $1.4M |
| Lineweaver Wealth Advisors, LLC | 0.27% | Add +4.7% | 13,023 | $1.4M |
| Spectrum Wealth Counsel, LLC | 0.17% | Add +1.0% | 12,998 | $1.4M |
| Canvas Wealth Advisors, LLC | 0.39% | Add +13.5% | 12,996 | $1.4M |
| Tsfg, LLC | 0.31% | Add +4.3% | 12,963 | $1.4M |
| Bond & Devick Financial Network, Inc. | 0.60% | Add +16.2% | 12,820 | $1.4M |
| Retirement Capital Strategies | 0.55% | Reduce -5.9% | 12,818 | $1.4M |
| Archford Capital Strategies, LLC | 0.21% | Reduce -1.7% | 12,910 | $1.4M |
| Horan Securities, Inc. | 0.54% | Add +4.7% | 12,752 | $1.4M |
| Rockbridge Investment Management, LCC | 0.18% | Reduce -26.6% | 12,743 | $1.4M |
| Petra Financial Advisors Inc. | 0.91% | Add +5.9% | 12,698 | $1.4M |
| Financial Partners Group, Inc | 0.20% | Add +33.9% | 12,624 | $1.4M |
| Arkadios Wealth Advisors | 0.08% | Reduce -3.2% | 12,587 | $1.4M |
| Central Pacific Bank - Trust Division | 0.18% | No change | 12,555 | $1.4M |
| First National Bank Sioux Falls | 0.62% | No change | 12,551 | $1.4M |
| Eagle Global Advisors LLC | 0.07% | No change | 12,535 | $1.4M |
| Cambria Investment Management, L.P. | 0.08% | Reduce -0.4% | 12,506 | $1.4M |
| Francis Financial, Inc. | 0.36% | Add +1.5% | 12,385 | $1.3M |
| Kintra Wealth, LLC | 0.91% | Reduce -21.4% | 12,378 | $1.3M |
| Hurlow Wealth Management Group, Inc. | 0.42% | Add +0.8% | 12,320 | $1.3M |
| Elmwood Wealth Management, Inc. | 0.55% | Add +3.4% | 12,270 | $1.3M |
| Stock Yards Bank & Trust Co. | 0.04% | Reduce -11.2% | 12,206 | $1.3M |
| Apollon Financial, LLC | 0.39% | Add +0.5% | 12,188 | $1.3M |
| Aspire Private Capital, LLC | 0.32% | Add +6.8% | 12,183 | $1.3M |
| Old Mission Capital LLC | 0.03% | Reduce -88.6% | 12,117 | $1.3M |
| Greenup Street Wealth Management LLC | 0.27% | Reduce -4.9% | 12,105 | $1.3M |
| PrairieView Partners, LLC | 0.14% | Add +2.6% | 12,040 | $1.3M |
| Duncker Streett & Co. Inc. | 0.24% | Reduce -8.7% | 11,976 | $1.3M |
| Western Wealth Management, LLC | 0.07% | Add +18.7% | 11,949 | $1.3M |
| Vanguard Group Inc. | 0.00% | Add +126.5% | 11,919 | $1.3M |
| DORVAL Corp | 0.53% | Add +2.1% | 12,018 | $1.3M |
| Stone Summit Wealth LLC | 0.42% | Reduce -0.5% | 11,868 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +1.1% | 11,824 | $1.3M |
| Private Portfolio Partners LLC | 0.24% | New | 11,820 | $1.3M |
| Good Life Advisors, LLC | 0.08% | Add +470.7% | 11,808 | $1.3M |
| IFP Advisors, Inc | 0.05% | Add +0.0% | 11,802 | $1.3M |
| Almanack Investment Partners, LLC. | 0.20% | Reduce -13.2% | 11,801 | $1.3M |
| Syntegra Private Wealth Group, LLC | 0.15% | Reduce -15.7% | 11,795 | $1.3M |
| Inscription Capital, LLC | 0.19% | Reduce -1.5% | 11,711 | $1.3M |
| Yardley Wealth Management LLC | 0.75% | — | 11,709 | $1.3M |
| StoneX Group Inc. | 0.09% | Add +24.3% | 11,689 | $1.3M |
| Peregrine Asset Advisers, Inc. | 0.44% | No change | 11,686 | $1.3M |
| Spire Wealth Management | 0.04% | Reduce -11.9% | 11,612 | $1.3M |
| JNBA Financial Advisors | 0.13% | No change | 11,498 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -48.4% | 11,454 | $1.2M |
| Advisory Alpha, LLC | 0.04% | Reduce -1.9% | 11,356 | $1.2M |
| Olde Wealth Management, LLC | 0.44% | Add +0.5% | 11,357 | $1.2M |
| Sepio Capital, LP | 0.10% | Reduce -5.2% | 11,348 | $1.2M |
| Cooksen Wealth, LLC | 1.15% | Add +3.6% | 11,285 | $1.2M |
| Roundview Capital LLC | 0.09% | Add +1.8% | 11,211 | $1.2M |
| Pinnacle Bancorp, Inc. | 0.33% | Add +2.8% | 11,196 | $1.2M |
| Flagship Private Wealth, LLC | 0.62% | Add +4.7% | 11,158 | $1.2M |
| KMG Fiduciary Partners, LLC | 0.10% | Add +2.7% | 11,113 | $1.2M |
| Apexium Financial, LP | 0.08% | Add +0.0% | 11,093 | $1.2M |
| TFB Advisors LLC | 0.36% | Reduce -2.5% | 11,036 | $1.2M |
| Compass Financial Group, Inc. | 0.55% | Add +7.2% | 10,956 | $1.2M |
| Verdence Capital Advisors LLC | 0.09% | Add +1.4% | 10,867 | $1.2M |
| Exchange Capital Management, Inc. | 0.19% | Reduce -4.8% | 10,775 | $1.2M |
| WCG Wealth Advisors LLC | 0.08% | New | 10,755 | $1.2M |
| Oarsman Capital, Inc. | 0.22% | Add +31.1% | 10,741 | $1.2M |
| BIP Wealth, LLC | 0.08% | Add +85.2% | 10,723 | $1.2M |
| Brophy Wealth Management, LLC | 0.41% | — | 10,588 | $1.2M |
| Ascentis Wealth Management, LLC | 0.43% | — | 10,584 | $1.1M |
| Arrien Investments, Inc. | 0.82% | Add +4.5% | 10,477 | $1.1M |
| Cahill Financial Advisors Inc. | 0.16% | Add +3.3% | 10,438 | $1.1M |
| AQR Capital Management | 0.00% | No change | 10,437 | $1.1M |
| Forza Wealth Management, LLC | 0.52% | No change | 10,400 | $1.1M |
| Elios Financial Group Inc. | 0.52% | — | 10,395 | $1.1M |
| Graves Light Lenhart Wealth, Inc. | 0.14% | Reduce -5.0% | 10,388 | $1.1M |
| Efficient Advisors, LLC | 0.07% | Reduce -6.2% | 10,358 | $1.1M |
| Renasant Bank | 0.74% | Reduce -9.1% | 10,298 | $1.1M |
| SMART Wealth LLC | 0.44% | Add +165.3% | 10,296 | $1.1M |
| Invst, LLC | 0.13% | Add +21.3% | 10,196 | $1.1M |
| Stonebridge Capital Advisors LLC | 0.09% | New | 10,140 | $1.1M |
| LifePro Asset Management | 0.67% | Reduce -18.2% | 10,125 | $1.1M |
| HTLF Bank | 0.12% | Add +9.2% | 10,113 | $1.1M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | No change | 10,109 | $1.1M |
| Sheets Smith Wealth Management | 0.13% | Reduce -9.3% | 10,037 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.10% | Reduce -17.5% | 10,012 | $1.1M |
| Webster Bank, N. A. | 0.12% | No change | 10,000 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Add +100.0% | 10,000 | $1.1M |
| Hunter Associates Investment Management LLC | 0.17% | No change | 10,000 | $1.1M |
| Fairhaven Wealth Management, LLC | 0.33% | Reduce -1.0% | 9,979 | $1.1M |
| Physician Wealth Advisors, Inc. | 0.20% | Reduce -31.9% | 10,030 | $1.1M |
| Cherry Tree Wealth Management, LLC | 0.26% | Reduce -11.6% | 9,916 | $1.1M |
| Cornerstone Investment Partners, LLC | 0.05% | Add +7.2% | 9,909 | $1.1M |
| Private Client Services, LLC | 0.58% | Add +35.4% | 9,888 | $1.1M |
| Private Capital Management LLC | 0.19% | Add +789.0% | 9,877 | $1.1M |
| Annex Advisory Services, LLC | 0.03% | Reduce -11.3% | 9,852 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -9.2% | 9,832 | $1.1M |
| C M Bidwell & Associates Ltd. | 0.65% | No change | 9,796 | $1.1M |
| Bristlecone Advisors, LLC | 0.09% | No change | 9,772 | $1.1M |
| LongView Wealth Management | 0.34% | Add +373.1% | 9,765 | $1.1M |
| Koshinski Asset Management, Inc. | 0.09% | Add +2.2% | 9,753 | $1.1M |
| Romano Brothers and Company | 0.13% | No change | 9,750 | $1.1M |
| Trivium Point Advisory, LLC | 0.15% | Reduce -8.5% | 9,882 | $1.1M |
| 4J Wealth Management LLC | 0.81% | Reduce -3.2% | 9,660 | $1.0M |
| Nilsine Partners, LLC | 0.14% | No change | 9,645 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +1.4% | 9,605 | $1.0M |
| Glenview Trust Co | 0.02% | Add +4.6% | 9,581 | $1.0M |
| W Advisors, LLC | 0.64% | Reduce -9.0% | 9,576 | $1.0M |
| Capital Advisors, Ltd. LLC | 0.13% | Add +0.1% | 9,540 | $1.0M |
| Blake Schutter Theil Wealth Advisors, LLC | 0.74% | — | 9,437 | $1.0M |
| Edgemoor Investment Advisors, Inc. | 0.09% | Add +59.6% | 9,398 | $1.0M |
| Code Waechter LLC | 0.97% | — | 9,324 | $1.0M |
| NTV Asset Management LLC | 0.14% | No change | 9,316 | $1.0M |
| Whittier Trust Co. | 0.01% | No change | 9,229 | $1.0M |
| Howard Capital Management, LLC | 0.02% | Reduce -0.8% | 9,214 | $1.0M |
| SIMA Wealth Partners, LLC | 0.87% | Add +1.8% | 9,184 | $998K |
| Magnus Financial Group LLC | 0.10% | Add +12.4% | 9,149 | $994K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +4.6% | 9,143 | $993K |
| TCV Trust & Wealth Management, Inc. | 0.09% | Add +1.0% | 9,112 | $990K |
| Laurel Wealth Advisors LLC | 0.16% | Add +1.9% | 9,083 | $987K |
| Allen Capital Group, LLC | 0.13% | Reduce -0.7% | 9,081 | $986K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +16.4% | 9,073 | $986K |
| Wealth Advisors of Iowa, LLC | 0.50% | New | 9,042 | $982K |
| ARS Wealth Advisors Group, LLC | 0.12% | Add +1.8% | 9,022 | $980K |
| Gray Private Wealth, LLC | 0.58% | Add +0.1% | 8,977 | $975K |
| Godshalk Welsh Capital Management, Inc. | 0.61% | Add +26.1% | 8,950 | $972K |
| Bordeaux Wealth Advisors LLC | 0.18% | Add +0.6% | 8,943 | $972K |
| Smith Thornton Advisors LLC | 0.64% | Add +43.8% | 8,925 | $970K |
| Bangor Savings Bank | 0.09% | Add +10.5% | 8,913 | $968K |
| Wakefield Asset Management LLLP | 0.31% | Add +1.2% | 8,876 | $964K |
| Elevation Point Wealth Partners, LLC | 0.09% | Add +0.2% | 8,873 | $964K |
| Shared Vision Wealth Group LLC | 0.51% | Add +64.2% | 8,857 | $962K |
| Global Wealth Management Investment Advisory, Inc. | 0.21% | Reduce -2.4% | 8,824 | $959K |
| Rogco, LP | 0.38% | Add +0.8% | 8,822 | $958K |
| Quadrature Capital Ltd | 0.02% | New | 8,806 | $956K |
| Afg Fiduciary Services Limited Partnership | 0.64% | Add +5.2% | 8,821 | $951K |
| Financial Freedom, LLC | 0.50% | Reduce -0.7% | 8,706 | $946K |
| Paces Ferry Wealth Advisors, LLC | 0.54% | Add +0.1% | 8,619 | $936K |
| Marshall Financial Group Inc. | 0.28% | Add +0.7% | 8,560 | $930K |
| OLIO Financial Planning | 0.39% | Add +0.3% | 8,567 | $929K |
| Cyr Financial Inc. | 0.87% | Add +25.1% | 8,545 | $928K |
| Alpha Financial Partners LLC | 0.66% | Reduce -81.9% | 8,532 | $927K |
| Ehrlich Financial Group | 0.66% | Add +12.8% | 8,532 | $927K |
| Donaldson Capital Management, LLC | 0.04% | Add +27.6% | 8,505 | $924K |
| Vertex Planning Partners, LLC | 0.22% | Add +9.2% | 8,467 | $920K |
| Elequin Capital, LP | 2.05% | New | 8,428 | $916K |
| D. E. Shaw & Co. | 0.00% | New | 8,400 | $912K |
| Ballentine Capital Advisors, Inc | 0.45% | No change | 8,340 | $906K |
| Spectrum Investment Advisors, Inc. | 0.62% | Add +0.2% | 8,339 | $906K |
| Certified Advisory Corp | 0.10% | Add +1.8% | 8,338 | $906K |
| XML Financial, LLC | 0.08% | Add +23.1% | 8,336 | $906K |
| PFG Investments, LLC | 0.06% | Add +4.6% | 8,318 | $904K |
| Highview Capital Management LLC | 0.37% | No change | 8,311 | $903K |
| Twele Capital Management, Inc. | 0.19% | Reduce -23.1% | 8,277 | $899K |
| MainStreet Investment Advisors LLC | 0.12% | Reduce -13.3% | 8,275 | $899K |
| Schmidt P J Investment Management Inc. | 0.16% | Add +29.4% | 8,269 | $898K |
| Veltria Advisors Corp. | 0.35% | No change | 8,230 | $894K |
| Pallas Capital Advisors LLC | 0.04% | Reduce -1.0% | 8,358 | $893K |
| Radnor Capital Management, LLC | 0.13% | New | 8,185 | $889K |
| Keel Point, LLC | 0.07% | Add +1.4% | 8,173 | $888K |
| Elyxium Wealth, LLC | 0.49% | — | 8,146 | $885K |
| Midwest Financial Group LLC | 0.52% | Add +0.7% | 8,087 | $879K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Reduce -4.7% | 8,090 | $879K |
| Members Trust Co | 0.03% | Reduce -3.0% | 8,071 | $877K |
| O'Dell Group, LLC | 0.19% | Add +10.4% | 8,066 | $876K |
| Independence Bank of Kentucky | 0.19% | No change | 8,040 | $873K |
| CoreCap Advisors, LLC | 0.04% | New | 8,018 | $871K |
| Journey Strategic Wealth LLC | 0.03% | Add +5.0% | 8,011 | $870K |
| WBH Advisory Inc. | 0.08% | Reduce -37.8% | 7,994 | $868K |
| Family Capital Management, Inc. | 0.56% | Add +14.0% | 7,980 | $867K |
| W.H. Cornerstone Investments Inc. | 0.58% | Reduce -3.5% | 7,968 | $866K |
| Lion Street Advisors, LLC | 0.30% | Add +3.5% | 7,960 | $865K |
| Smartleaf Asset Management LLC | 0.10% | Add +9.3% | 7,922 | $861K |
| Redhawk Wealth Advisors, Inc. | 0.12% | Add +22.5% | 7,913 | $860K |
| Neuberger Berman Group LLC | 0.00% | No change | 7,894 | $858K |
| Eley Financial Management, Inc | 0.34% | Add +5.6% | 7,827 | $850K |
| Armstrong Advisory Group, Inc. | 0.07% | Add +0.0% | 7,812 | $849K |
| HBK Sorce Advisory LLC | 0.03% | Reduce -3.2% | 7,812 | $849K |
| Larson Financial Group LLC | 0.05% | Add +295.7% | 7,791 | $846K |
| Williams & Novak, LLC | 0.79% | Add +25.9% | 7,788 | $846K |
| Berkshire Asset Management LLC | 0.04% | No change | 7,872 | $839K |
| Prospera Financial Services Inc | 0.02% | Reduce -7.8% | 7,689 | $836K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -2.5% | 7,651 | $831K |
| Aspen Wealth Strategies, LLC | 0.53% | Reduce -3.4% | 7,632 | $829K |
| Accredited Investors Inc. | 0.05% | Reduce -7.8% | 7,629 | $829K |
| Idaho Trust Co | 0.40% | Reduce -0.7% | 7,561 | $821K |
| Shotwell Rutter Baer Inc | 0.67% | Reduce -0.2% | 7,571 | $818K |
| Country Club Bank | 0.05% | Reduce -1.7% | 7,505 | $816K |
| Tennessee Valley Asset Management Partners | 0.13% | Add +0.3% | 7,461 | $810K |
| Fidelity D & D Bancorp Inc. | 0.54% | No change | 7,446 | $809K |
| FF Advisors,LLC | 0.53% | Reduce -11.1% | 7,506 | $808K |
| Rossmore Private Capital | 0.10% | No change | 7,415 | $805K |
| Chatham Capital Group, Inc. | 0.13% | No change | 7,410 | $805K |
| Advocacy Wealth Management, LLC | 0.06% | New | 7,397 | $804K |
| Sigma Investment Counselors Inc. | 0.05% | Reduce -5.2% | 7,373 | $801K |
| Argent Trust Co | 0.03% | No change | 7,309 | $794K |
| Philip James Wealth Mangement, LLC | 0.10% | Add +0.1% | 7,276 | $790K |
| TCP Asset Management, LLC | 0.18% | Add +45.8% | 7,254 | $788K |
| GEM Asset Management, LLC | 0.45% | Add +1.0% | 7,306 | $788K |
| Wealth Alliance Advisory Group, LLC | 0.17% | No change | 7,243 | $787K |
| High Net Worth Advisory Group LLC | 0.22% | Add +0.2% | 7,141 | $776K |
| Strategic Investment Advisors / MI | 0.08% | Add +2.6% | 7,132 | $775K |
| Swmg, LLC | 0.32% | Add +6.8% | 7,211 | $772K |
| Oakworth Capital, Inc. | 0.05% | Add +20726.5% | 7,081 | $769K |
| Traynor Capital Management, Inc. | 0.06% | Reduce -12.9% | 7,077 | $769K |
| CFO4Life Group, LLC | 0.14% | Add +19.6% | 7,074 | $768K |
| Graybill Wealth Management, LTD. | 0.28% | No change | 7,057 | $767K |
| Financial Sense Advisors, Inc. | 0.21% | Add +5.3% | 7,040 | $765K |
| Gould Asset Management LLC | 0.16% | Add +8.9% | 7,035 | $764K |
| Conscious Wealth Investments, LLC | 0.52% | Reduce -0.3% | 7,141 | $762K |
| Summit Financial Wealth Advisors, LLC | 0.14% | No change | 6,982 | $758K |
| Hilltop Wealth Advisors, LLC | 0.35% | Add +88.7% | 6,899 | $749K |
| Mount Lucas Management LP | 0.26% | Add +4.8% | 6,894 | $749K |
| SeaCrest Wealth Management, LLC | 0.08% | No change | 6,833 | $742K |
| Quadrant Private Wealth Management, LLC | 0.18% | Add +27.8% | 6,826 | $742K |
| Eastern Bank | 0.01% | New | 6,765 | $735K |
| Tompkins Financial Corp. | 0.07% | Reduce -22.4% | 6,750 | $733K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -8.9% | 6,748 | $733K |
| Heritage Family Offices, LLP | 0.38% | Reduce -9.6% | 6,724 | $730K |
| Compound Planning, Inc. | 0.05% | Add +34.5% | 6,717 | $730K |
| West Financial Advisors, LLC | 0.14% | No change | 6,714 | $729K |
| Certus Wealth Management, LLC | 0.51% | Add +3.3% | 6,688 | $727K |
| Altiora Financial Group, LLC | 0.16% | Add +18.7% | 6,678 | $725K |
| Flaharty Asset Management, LLC | 0.10% | Add +16.7% | 6,665 | $724K |
| Investments & Financial Planning, LLC | 0.46% | Reduce -3.9% | 6,658 | $723K |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | Add +29.1% | 6,653 | $723K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,601 | $717K |
| New Potomac Partners, LLC | 0.37% | No change | 6,580 | $715K |
| Ransom Advisory, Ltd | 0.33% | Add +0.1% | 6,575 | $714K |
| Essex Bank | 0.18% | No change | 6,575 | $714K |
| Blue Trust, Inc. | 0.01% | Add +114.3% | 6,605 | $704K |
| Smith Anglin Financial, LLC | 0.07% | Reduce -7.8% | 6,476 | $703K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -5.9% | 6,405 | $696K |
| Navalign, LLC | 0.20% | No change | 6,314 | $686K |
| Grandfield & Dodd, LLC | 0.04% | No change | 6,312 | $686K |
| Lanark Financial, Inc. | 0.06% | Add +27.5% | 6,206 | $674K |
| Wescott Financial Advisory Group, LLC | 0.07% | Add +0.5% | 6,189 | $672K |
| Bigelow Investment Advisors, LLC | 0.30% | Reduce -18.8% | 6,189 | $672K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -16.4% | 6,130 | $666K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | Reduce -4.6% | 6,121 | $665K |
| Capstone Capital LLC | 0.55% | Reduce -8.9% | 6,110 | $664K |
| 1900 Wealth Management LLC | 0.06% | Reduce -10.5% | 6,102 | $663K |
| Westshore Wealth, LLC | 0.27% | Reduce -1.3% | 6,081 | $661K |
| Northwest Financial Advisors | 0.52% | Add +10.2% | 6,066 | $659K |
| 1ST Source Bank | 0.04% | No change | 6,010 | $653K |
| Merkkuri Wealth Advisors LLC | 0.51% | Add +2.9% | 5,967 | $648K |
| Old National Bancorp | 0.01% | Reduce -38.2% | 5,967 | $648K |
| Rappaport Reiches Capital Management, LLC | 0.17% | New | 5,964 | $648K |
| RAM Investment Partners, LLC | 0.17% | Reduce -1.6% | 5,953 | $647K |
| Fortis Group Advisors, LLC | 0.12% | Add +62.1% | 5,931 | $644K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +9.2% | 5,883 | $639K |
| Fortis Capital Management LLC | 0.13% | Add +0.7% | 5,870 | $638K |
| Pure Portfolios Holdings LLC | 0.24% | — | 5,866 | $637K |
| Nicolet Bankshares Inc. | 0.13% | Reduce -38.0% | 5,860 | $637K |
| Ballast Advisors LLC | 0.20% | Reduce -0.9% | 5,855 | $636K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.31% | Add +42.1% | 5,769 | $627K |
| Jim Saulnier & Associates, LLC | 0.61% | — | 5,739 | $623K |
| Sutton Place Investors LLC | 0.38% | Add +2.1% | 5,679 | $617K |
| Chesapeake Wealth Management | 0.21% | Add +10.6% | 5,675 | $616K |
| Elevate Wealth Advisory, Inc. | 0.46% | No change | 5,674 | $616K |
| Ashton Thomas Securities, LLC | 0.12% | Add +41.8% | 5,658 | $615K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | No change | 5,653 | $614K |
| Alta Wealth Advisors LLC | 0.28% | Reduce -29.5% | 5,650 | $614K |
| Atlantic Union Bankshares Corp | 0.04% | No change | 5,639 | $613K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -5.1% | 5,596 | $608K |
| American Financial Advisors, LLC | 0.08% | Reduce -15.9% | 5,588 | $607K |
| Stewardship Advisors, LLC | 0.17% | New | 5,583 | $606K |
| Accel Wealth Management | 0.23% | New | 5,570 | $605K |
| Firethorn Wealth Partners, LLC | 0.31% | Add +9.0% | 5,564 | $604K |
| Strategic Family Wealth Counselors, L.L.C. | 0.21% | No change | 5,489 | $596K |
| Copperleaf Capital, LLC | 0.45% | Add +0.8% | 5,448 | $592K |
| Personal Cfo Solutions, LLC | 0.08% | Add +84.4% | 5,446 | $592K |
| NBT Bank, N.A. | 0.04% | New | 5,405 | $587K |
| Sandbox Financial Partners, LLC | 0.21% | Add +8.7% | 5,380 | $584K |
| Provenance Wealth Advisors, LLC | 0.07% | Reduce -0.3% | 5,359 | $582K |
| Modern Wealth Management, LLC | 0.04% | Reduce -5.3% | 5,358 | $582K |
| First Trust Advisors LP | 0.00% | Reduce -24.8% | 5,334 | $579K |
| Cadent Capital Advisors, LLC | 0.20% | Reduce -12.3% | 5,326 | $579K |
| Lee Financial Co | 0.08% | Add +1.7% | 5,290 | $575K |
| Hexagon Capital Partners LLC | 0.11% | Reduce -11.2% | 5,277 | $573K |
| Asset Allocation Strategies LLC | 0.16% | Add +0.5% | 5,267 | $572K |
| Headlands Technologies LLC | 0.07% | New | 5,223 | $567K |
| Heritage Financial Services, LLC | 0.07% | Reduce -2.4% | 5,190 | $564K |
| Wiser Wealth Management, Inc | 0.16% | Reduce -0.1% | 5,189 | $564K |
| Argonautica Private Wealth Management, Inc. | 0.19% | Reduce -3.5% | 5,183 | $563K |
| Values Added Financial LLC | 0.35% | Reduce -1.4% | 5,159 | $560K |
| Newman Dignan & Sheerar, Inc. | 0.13% | Add +11.4% | 5,222 | $559K |
| Breakwater Investment Management | 0.23% | Add +17.2% | 5,127 | $557K |
| Goodwin Investment Advisory | 0.24% | Reduce -1.6% | 5,126 | $557K |
| Calamos Wealth Management LLC | 0.03% | Reduce -64.8% | 5,055 | $549K |
| GeoWealth Management, LLC | 0.02% | Reduce -24.9% | 5,047 | $548K |
| Belpointe Asset Management LLC | 0.03% | Add +4.2% | 5,027 | $546K |
| Beta Wealth Group, Inc. | 0.25% | Reduce -1.7% | 5,025 | $546K |
| Hummer Financial Advisory Services Inc | 0.43% | No change | 5,000 | $543K |
| Davidson Trust Co. | 0.28% | Reduce -8.3% | 5,000 | $543K |
| Centennial Bank | 0.25% | No change | 5,000 | $543K |
| Monetary Management Group Inc. | 0.14% | No change | 5,000 | $543K |
| Operose Advisors LLC | 0.18% | Reduce -25.2% | 4,996 | $543K |
| Winthrop Advisory Group LLC | 0.07% | Add +0.1% | 4,988 | $542K |
| HMS Capital Management, LLC | 0.27% | Add +10.3% | 4,985 | $542K |
| Aries Wealth Management | 0.15% | No change | 4,980 | $541K |
| Harbour Investment Management LLC | 0.24% | No change | 4,950 | $538K |
| Evolution Wealth Advisors, LLC | 0.10% | No change | 4,947 | $537K |
| Waypoint Capital Advisors, LLC | 0.11% | No change | 4,915 | $534K |
| Titleist Asset Management, LLC | 0.08% | Add +0.0% | 4,895 | $532K |
| Willow Creek Wealth Management Inc. | 0.06% | Add +0.7% | 4,884 | $531K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +124.5% | 4,871 | $529K |
| Noesis Capital Mangement Corp. | 0.10% | Reduce -40.8% | 4,804 | $522K |
| BSW Wealth Partners | 0.08% | Add +53.4% | 4,787 | $520K |
| Summit Global Investments | 0.03% | Add +0.8% | 4,779 | $519K |
| Stablepoint Partners, LLC | 0.09% | No change | 4,768 | $518K |
| Ellis Investment Partners, LLC | 0.10% | Add +0.7% | 4,768 | $518K |
| First Hawaiian Bank | 0.02% | Reduce -8.3% | 4,764 | $518K |
| Florida Financial Advisors, LLC | 0.26% | Add +75.6% | 4,717 | $512K |
| Boyce & Associates Wealth Consulting, Inc. | 0.53% | Add +0.3% | 4,715 | $512K |
| Evercore Wealth Management, LLC | 0.01% | No change | 4,702 | $511K |
| Atlas Brown,Inc. | 0.18% | Add +15.3% | 4,700 | $511K |
| Collaborative Wealth Managment Inc. | 0.23% | Add +15.3% | 4,692 | $510K |
| Maple Capital Management, Inc. | 0.04% | Reduce -2.6% | 4,686 | $509K |
| Hilltop Holdings Inc. | 0.03% | Add +20.8% | 4,685 | $509K |
| FSA Advisors, Inc. | 0.51% | Add +6.0% | 4,702 | $508K |
| Diligent Investors, LLC | 0.12% | Add +0.2% | 4,672 | $508K |
| Independent Advisor Alliance | 0.02% | New | 4,641 | $504K |
| 9258 Wealth Management, LLC | 0.07% | Add +10.6% | 4,633 | $503K |
| EPG Wealth Management LLC | 0.13% | Add +0.0% | 4,616 | $501K |
| Parkside Financial Bank & Trust | 0.07% | Reduce -1.9% | 4,606 | $500K |
| Patten & Patten Inc. | 0.03% | No change | 4,590 | $499K |
| BTS Asset Management, Inc. | 0.47% | New | 4,554 | $495K |
| Lokken Investment Group LLC | 0.20% | Reduce -7.3% | 4,520 | $491K |
| Ieq Capital, LLC | 0.01% | Add +39.5% | 4,520 | $491K |
| United Advisor Group, LLC | 0.11% | Add +47.5% | 4,511 | $490K |
| Adero Partners, LLC | 0.03% | Reduce -3.9% | 4,511 | $490K |
| Baron Financial Group, LLC | 0.30% | Reduce -5.3% | 4,510 | $490K |
| Commonwealth Financial Services, LLC | 0.10% | Reduce -21.0% | 4,503 | $489K |
| Quartz Partners, LLC | 0.30% | — | 4,481 | $487K |
| Arq Wealth Advisors, LLC | 0.18% | New | 4,518 | $486K |
| Truepoint, Inc. | 0.01% | Reduce -25.6% | 4,442 | $483K |
| Insigneo Advisory Services, LLC | 0.05% | Add +0.1% | 4,418 | $480K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -55.0% | 4,413 | $479K |
| Sterling Wealth Management, Inc. | 0.18% | Reduce -4.8% | 4,402 | $478K |
| Empower Advisory Group, LLC | 0.00% | Reduce -26.2% | 4,399 | $478K |
| Empirical Asset Management, LLC | 0.17% | Add +0.0% | 93,161 | $473K |
| Eagle Wealth Strategies LLC | 0.34% | Add +0.7% | 4,353 | $473K |
| CVA Family Office, LLC | 0.08% | Add +50.3% | 4,350 | $473K |
| Ellenbecker Investment Group | 0.09% | Reduce -15.1% | 4,340 | $471K |
| Centurion Wealth Management LLC | 0.15% | — | 4,337 | $471K |
| Charter Oak Capital Management, LLC | 0.04% | Reduce -17.6% | 4,334 | $471K |
| Soltis Investment Advisors LLC | 0.05% | Add +81.8% | 4,331 | $471K |
| FOCUS Wealth Advisors, LLC | 0.23% | No change | 4,313 | $469K |
| Fiducient Advisors LLC | 0.05% | New | 4,298 | $467K |
| Ethos Financial Group, LLC | 0.08% | No change | 4,293 | $466K |
| Wealth Group, Ltd. | 0.31% | Add +28.0% | 4,269 | $464K |
| Dividend Assets Capital, LLC | 0.09% | No change | 4,266 | $463K |
| Palumbo Wealth Management LLC | 0.18% | Add +8.1% | 4,245 | $461K |
| Smith, Moore & Co. | 0.04% | Add +0.3% | 4,240 | $461K |
| Summit Wealth Partners, LLC | 0.09% | Add +14.3% | 4,233 | $460K |
| RHS Financial, LLC | 0.23% | New | 4,222 | $459K |
| Arrowroot Family Office, LLC | 0.27% | Reduce -0.6% | 4,222 | $459K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -13.5% | 4,195 | $456K |
| First Affirmative Financial Network | 0.25% | Reduce -6.7% | 4,177 | $454K |
| Integrated Investment Consultants, LLC | 0.10% | Reduce -7.4% | 4,160 | $452K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -7.3% | 4,152 | $451K |
| Drucker Wealth 3.0, LLC | 0.11% | Reduce -31.1% | 4,142 | $450K |
| Ewa, LLC | 0.16% | Reduce -11.2% | 4,190 | $449K |
| Flagstone Financial Management | 0.15% | Reduce -0.6% | 4,120 | $448K |
| Hills Bank & Trust Co | 0.03% | No change | 4,111 | $447K |
| Act Wealth Management, LLC | 0.20% | Add +1.3% | 4,104 | $446K |
| Northwest Wealth Management, LLC | 0.10% | Add +10.9% | 4,102 | $446K |
| Whitcomb & Hess, Inc. | 0.13% | Reduce -0.7% | 4,100 | $445K |
| Hilltop National Bank | 0.14% | Add +47.4% | 4,098 | $445K |
| Fidelis Capital Partners, LLC | 0.05% | New | 4,167 | $444K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.05% | No change | 4,086 | $444K |
| Appleton Partners Inc. | 0.03% | Add +71.7% | 4,078 | $443K |
| NCM Capital Management, LLC | 0.21% | No change | 4,039 | $439K |
| Stephen J. Garry & Associates, LLC | 0.42% | New | 4,033 | $438K |
| Christensen, King & Associates Investment Services, Inc. | 0.21% | Reduce -2.3% | 4,027 | $437K |
| Fairway Wealth LLC | 0.22% | Add +41.9% | 4,021 | $437K |
| Bell Investment Advisors, Inc | 0.08% | Reduce -2.6% | 4,007 | $435K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -23.6% | 4,003 | $435K |
| Horan Capital Advisors, LLC. | 0.14% | No change | 4,001 | $435K |
| Leavell Investment Management, Inc. | 0.02% | Add +69.9% | 3,993 | $434K |
| First Citizens Financial Corp | 0.23% | No change | 3,987 | $433K |
| Guardian Asset Advisors, LLC | 0.29% | Reduce -10.5% | 3,978 | $432K |
| Addison Advisors LLC | 0.12% | Reduce -5.5% | 3,958 | $430K |
| Union Savings Bank | 0.21% | No change | 3,938 | $428K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +11.0% | 3,912 | $425K |
| Keystone Financial Group | 0.05% | New | 3,910 | $425K |
| Riverwater Partners LLC | 0.21% | Add +0.7% | 3,902 | $424K |
| Vantage Financial Partners, LLC | 0.10% | New | 3,888 | $422K |
| West Coast Financial LLC | 0.05% | Reduce -2.1% | 3,887 | $422K |
| Altus Wealth Management, LLC | 0.20% | No change | 3,885 | $422K |
| HB Wealth Management, LLC | 0.00% | Add +16.0% | 3,882 | $422K |
| Beacon Financial Group | 0.05% | Add +4.6% | 3,872 | $421K |
| PAX Financial Group, LLC | 0.08% | Add +2.5% | 3,860 | $419K |
| Cannon Wealth Management Services, LLC | 0.38% | — | 3,857 | $419K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -11.3% | 3,826 | $416K |
| Ami Investment Management Inc. | 0.14% | New | 3,813 | $414K |
| Paragon Capital Management Ltd | 0.08% | Reduce -0.4% | 3,793 | $412K |
| Little House Capital LLC | 0.12% | Add +4.1% | 3,788 | $411K |
| Wheelhouse Advisory Group LLC | 0.26% | Add +0.1% | 3,775 | $410K |
| Bar Harbor Wealth Management | 0.03% | Reduce -5.0% | 3,767 | $409K |
| Patron Partners, LLC | 0.23% | Reduce -36.7% | 3,763 | $409K |
| Nvwm, LLC | 0.10% | New | 3,743 | $407K |
| KFA Private Wealth Group, LLC | 0.19% | Reduce -2.9% | 3,736 | $406K |
| Cypress Financial Planning LLC | 0.15% | Add +11.1% | 3,711 | $403K |
| Insight Advisors, LLC/ PA | 0.07% | No change | 3,707 | $403K |
| Gallagher Fiduciary Advisors, LLC | 0.08% | Add +0.1% | 3,681 | $400K |
| Integris Wealth Management, LLC | 0.11% | No change | 3,676 | $399K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -11.3% | 3,658 | $397K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 3,650 | $396K |
| Erickson Financial Group, LLC | 0.28% | Reduce -5.5% | 3,642 | $396K |
| Sharp Wealth Advisory, LLC | 0.30% | Reduce -5.2% | 3,625 | $394K |
| Lynx Investment Advisory | 0.28% | Add +96.3% | 3,619 | $393K |
| Valley Financial Group, Inc. | 0.27% | Reduce -1.6% | 3,604 | $392K |
| Veracity Capital LLC | 0.15% | Reduce -1.0% | 3,604 | $392K |
| Gallacher Capital Management LLC | 0.18% | No change | 3,586 | $390K |
| Midwest Professional Planners, LTD. | 0.12% | Reduce -9.6% | 3,573 | $388K |
| Relyea Zuckerberg Hanson LLC | 0.06% | No change | 3,552 | $386K |
| Transcendent Capital Group LLC | 0.20% | Add +54.5% | 3,542 | $385K |
| Acorn Financial Advisory Services Inc. | 0.07% | No change | 3,539 | $384K |
| Tyche Wealth Partners LLC | 0.09% | No change | 3,530 | $383K |
| Grant/GrossMendelsohn, LLC | 0.17% | Add +34.2% | 3,529 | $383K |
| Global Assets Advisory, LLC | 0.21% | Reduce -37.0% | 3,502 | $381K |
| Interactive Financial Advisors, Inc. | 0.20% | Reduce -2.2% | 3,504 | $381K |
| Zacks Investment Management | 0.00% | Add +7.9% | 3,495 | $380K |
| Chemistry Wealth Management LLC | 0.09% | No change | 3,490 | $379K |
| Weaver Capital Management LLC | 0.11% | Add +0.3% | 3,482 | $378K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +17.6% | 3,468 | $377K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -5.3% | 3,446 | $374K |
| Flagstar Securities, Inc. | 0.09% | Add +34.0% | 3,445 | $374K |
| Cooper Financial Group | 0.05% | Reduce -14.1% | 3,424 | $372K |
| Carolinas Wealth Consulting LLC | 0.07% | Reduce -30.3% | 3,394 | $369K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,355 | $364K |
| Objective Capital Management, LLC | 0.21% | — | 3,350 | $364K |
| Northland Capital Management LLC | 0.21% | No change | 3,340 | $363K |
| Hiley Hunt Wealth Management | 0.21% | Reduce -51.2% | 3,335 | $362K |
| Root Financial Partners, LLC | 0.06% | Add +44.4% | 3,320 | $361K |
| Aviance Capital Partners, LLC | 0.05% | No change | 3,304 | $359K |
| Oceanside Advisors LLC | 0.27% | Add +32.3% | 3,275 | $356K |
| Delta Wealth Advisors LLC | 0.34% | Reduce -13.7% | 3,273 | $356K |
| Tenret Co LLC | 0.22% | No change | 3,267 | $355K |
| Signal Advisors Wealth, LLC | 0.05% | New | 3,266 | $355K |
| Haverford Trust Co | 0.00% | No change | 3,255 | $354K |
| Bank Ozk | 0.15% | No change | 3,239 | $352K |
| GTS Securities LLC | 0.01% | New | 3,229 | $351K |
| ETF Portfolio Partners, Inc. | 0.10% | No change | 3,221 | $350K |
| WASHINGTON TRUST Co | 0.01% | No change | 3,211 | $349K |
| Verum Partners LLC | 0.10% | Add +0.7% | 3,206 | $348K |
| Berger Financial Group, Inc | 0.03% | New | 3,196 | $347K |
| Dentgroup LLC | 0.26% | Add +23.9% | 3,159 | $343K |
| Concorde Asset Management, LLC | 0.19% | Reduce -8.1% | 3,149 | $342K |
| Covestor Ltd | 0.21% | Add +7.2% | 3,151 | $342K |
| Sage Financial Group Inc. | 0.03% | Add +0.1% | 3,142 | $341K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -5.7% | 3,134 | $340K |
| Bright Financial Advisors, Inc. | 0.22% | No change | 3,129 | $340K |
| HM Payson & Co. | 0.01% | Add +28300.0% | 3,124 | $339K |
| Boyd Wealth Management, LLC | 0.17% | Add +8.6% | 3,079 | $334K |
| Columbia Advisory Partners LLC | 0.31% | Add +35.3% | 3,034 | $330K |
| Able Wealth Management LLC | 0.25% | Reduce -40.8% | 3,030 | $329K |
| Optimum Investment Advisors | 0.14% | No change | 3,000 | $326K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 3,000 | $326K |
| Horst & Graben Wealth Management LLC | 0.06% | Add +0.7% | 2,987 | $324K |
| Conservest Capital Advisors, Inc. | 0.03% | No change | 3,010 | $324K |
| Wealth Effects LLC | 0.11% | No change | 2,975 | $323K |
| Vista Investment Management | 0.12% | No change | 2,973 | $323K |
| Gibbs Wealth Management | 0.10% | Add +55.1% | 2,968 | $322K |
| Concord Wealth Partners | 0.05% | Reduce -4.3% | 2,966 | $322K |
| Next Level Private LLC | 0.13% | No change | 2,949 | $320K |
| Sachetta, LLC | 0.13% | No change | 2,931 | $318K |
| Cumberland Advisors Inc. | 0.13% | Add +0.3% | 2,910 | $316K |
| Trustmark Bank Trust Department | 0.02% | Add +2.8% | 2,907 | $316K |
| Enterprise Bank & Trust Co | 0.10% | Reduce -8.8% | 2,904 | $315K |
| Grant Street Asset Management, Inc. | 0.09% | New | 2,890 | $314K |
| BBR Partners, LLC | 0.02% | Reduce -1.6% | 2,870 | $312K |
| Rockport Wealth LLC | 0.08% | Reduce -2.1% | 2,859 | $311K |
| Gateway Wealth Partners, LLC | 0.09% | Add +23.0% | 2,856 | $310K |
| Net Worth Advisory Group | 0.09% | — | 2,819 | $306K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -1.0% | 2,800 | $304K |
| Forum Private Client Group LLC | 0.13% | Add +37.0% | 2,757 | $299K |
| Clear Creek Financial Management, LLC | 0.03% | Add +41.0% | 2,749 | $299K |
| Millington Financial Advisors, LLC | 0.18% | Add +20.6% | 2,724 | $296K |
| Horizon Family Wealth, Inc. | 0.21% | No change | 2,720 | $295K |
| Pine Harbor Wealth Management, LLC | 0.15% | New | 2,700 | $293K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -15.3% | 2,699 | $293K |
| Roberts Financial Services LLC | 0.05% | Reduce -4.0% | 2,684 | $292K |
| Lakeshore Financial Planning, Inc. | 0.13% | Reduce -3.6% | 2,665 | $289K |
| Fermata Advisors, LLC | 0.06% | Add +1.4% | 2,642 | $287K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -54.0% | 2,638 | $287K |
| Round Rock Advisors LLC | 0.07% | No change | 2,630 | $286K |
| Covenant Asset Management, LLC | 0.06% | Add +5.9% | 2,619 | $285K |
| Mgo One Seven LLC | 0.01% | Add +31.4% | 2,617 | $284K |
| WNY Asset Management, LLC | 0.03% | No change | 2,613 | $284K |
| Evensky & Katz LLC | 0.02% | Reduce -4.9% | 2,603 | $283K |
| Dynamic Wealth Strategies, LLC | 0.23% | Add +10.9% | 2,575 | $280K |
| MBA Advisors LLC | 0.13% | No change | 2,577 | $280K |
| Pacifica Partners Inc. | 0.12% | Reduce -0.8% | 2,569 | $279K |
| Client 1ST Advisory Group, LLC | 0.11% | No change | 2,567 | $279K |
| Baker Boyer National Bank | 0.09% | No change | 2,560 | $278K |
| Presidio Capital Management, LLC | 0.18% | Reduce -43.1% | 2,559 | $278K |
| Gray Wealth Management Inc. | 0.11% | Reduce -2.7% | 2,558 | $278K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -16.4% | 2,548 | $277K |
| Ceeto Capital Group, LLC | 0.10% | Add +24.5% | 2,544 | $276K |
| TrinityPoint Wealth, LLC | 0.04% | Add +0.1% | 2,528 | $275K |
| Wealthgarden F.S. LLC | 0.27% | Add +10.6% | 2,513 | $273K |
| Harvey Capital Management Inc. | 0.07% | Reduce -3.5% | 2,510 | $273K |
| FreeGulliver LLC | 0.16% | Add +0.0% | 2,501 | $272K |
| Evoke Wealth, LLC | 0.01% | Add +25.0% | 2,500 | $272K |
| Cardiff Park Advisors, LLC | 0.02% | Reduce -5.2% | 2,488 | $270K |
| Brasada Capital Management, LP | 0.05% | New | 2,471 | $268K |
| KFG Wealth Management, LLC | 0.06% | No change | 2,458 | $267K |
| Principal Financial Group Inc. | 0.00% | New | 2,422 | $263K |
| Merriman Wealth Management, LLC | 0.01% | New | 2,419 | $263K |
| Catalina Capital Group, LLC | 0.09% | Reduce -30.9% | 2,417 | $263K |
| Advance Capital Management, Inc. | 0.01% | Add +13.0% | 2,411 | $262K |
| CRA Financial Services, LLC | 0.05% | Reduce -11.2% | 2,390 | $260K |
| Intergy Private Wealth, LLC | 0.10% | Add +0.3% | 2,390 | $260K |
| Lwmg, LLC | 0.05% | Reduce -9.6% | 2,373 | $258K |
| Americana Partners, LLC | 0.02% | No change | 2,350 | $255K |
| Voisard Asset Management Group, Inc. | 0.11% | Add +409.1% | 2,347 | $255K |
| Ocean Park Asset Management, LLC | 0.01% | Reduce -98.0% | 2,340 | $254K |
| Exchange Traded Concepts, LLC | 0.01% | New | 2,340 | $254K |
| Successful Portfolios LLC | 0.17% | No change | 2,335 | $254K |
| Warther Private Wealth, LLC | 0.09% | No change | 2,333 | $253K |
| Macroview Investment Management LLC | 0.25% | Reduce -1.7% | 2,332 | $253K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +0.0% | 2,329 | $253K |
| Sugarloaf Wealth Management, LLC | 0.04% | Reduce -5.1% | 2,321 | $252K |
| Wolff Wiese Magana LLC | 0.17% | Reduce -3.8% | 2,315 | $251K |
| Kickstand Ventures, Llc. | 0.06% | New | 2,305 | $250K |
| Gries Financial LLC | 0.05% | New | 2,300 | $250K |
| Anson Capital, Inc. | 0.22% | No change | 2,292 | $249K |
| Focused Wealth Management, Inc | 0.03% | No change | 2,290 | $249K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.9% | 2,288 | $249K |
| Obsidian Personal Planning Solutions LLC | 0.13% | Reduce -3.9% | 2,310 | $247K |
| Coastline Trust Co | 0.03% | New | 2,252 | $245K |
| Beacon Harbor Wealth Advisors, Inc. | 0.06% | No change | 2,248 | $244K |
| Accretive Wealth Partners, LLC | 0.10% | Reduce -9.9% | 2,241 | $243K |
| Topel & Distasi Wealth Management, LLC | 0.10% | No change | 2,241 | $243K |
| OMNI 360 Wealth, Inc. | 0.17% | Add +10.1% | 2,231 | $242K |
| Kanawha Capital Management LLC | 0.02% | New | 2,227 | $242K |
| Todd Asset Management LLC | 0.01% | Reduce -21.6% | 2,218 | $241K |
| FLC Capital Advisors | 0.06% | Reduce -10.3% | 2,203 | $239K |
| Hofer & Associates. Inc | 0.16% | No change | 2,172 | $236K |
| Boltwood Capital Management | 0.07% | New | 2,150 | $234K |
| Orleans Capital Management Corp. | 0.13% | New | 2,150 | $234K |
| Tempus Wealth Planning, LLC | 0.08% | Add +7.5% | 2,128 | $231K |
| MSH Capital Advisors LLC | 0.07% | No change | 2,127 | $231K |
| Five Oceans Advisors | 0.11% | Add +2.8% | 2,114 | $230K |
| Legacy Capital Wealth Partners, LLC | 0.05% | No change | 2,114 | $230K |
| Kathleen S. Wright Associates Inc. | 0.09% | Add +3.9% | 2,105 | $229K |
| Atwater Malick LLC | 0.07% | No change | 2,094 | $227K |
| Fortis Capital Advisors, LLC | 0.08% | Add +3.1% | 2,073 | $225K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -41.1% | 2,058 | $224K |
| TCI Wealth Advisors, Inc. | 0.02% | New | 2,050 | $223K |
| Ridgewood Investments LLC | 0.11% | Reduce -2.4% | 2,046 | $222K |
| Basepoint Wealth LLC | 0.16% | Add +7.4% | 2,036 | $221K |
| Firestone Capital Management | 0.06% | Add +0.7% | 2,028 | $220K |
| Journey Advisory Group, LLC | 0.03% | No change | 2,066 | $220K |
| B.O.S.S. Retirement Advisors, LLC | 0.04% | New | 2,019 | $219K |
| Aft, Forsyth & Company, Inc. | 0.11% | Reduce -6.3% | 2,015 | $219K |
| Two Sigma Securities, LLC | 0.02% | Reduce -28.3% | 2,015 | $219K |
| Colonial Trust Advisors | 0.02% | Add +59.6% | 2,008 | $218K |
| Armstrong, Fleming & Moore, Inc | 0.13% | No change | 2,001 | $217K |
| Warren Street Wealth Advisors, LLC | 0.09% | Reduce -36.8% | 2,000 | $217K |
| Regatta Capital Group, LLC | 0.04% | No change | 2,000 | $217K |
| Davis R M Inc. | 0.00% | No change | 2,000 | $217K |
| Fonville Wealth Management LLC | 0.07% | Add +0.5% | 1,999 | $217K |
| Sage Private Wealth Group, LLC | 0.17% | New | 1,987 | $216K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 1,967 | $214K |
| TrueWealth Advisors, LLC | 0.07% | Add +0.5% | 1,964 | $213K |
| RKL Wealth Management LLC | 0.02% | Add +0.8% | 1,961 | $213K |
| Oder Investment Management, LLC | 0.18% | Add +0.1% | 1,947 | $212K |
| Legacy Advisors, LLC | 0.02% | Reduce -14.8% | 1,940 | $211K |
| Providence First Trust Co | 0.09% | Reduce -58.3% | 1,937 | $210K |
| Trademark Financial Management, LLC | 0.17% | Reduce -18.5% | 1,932 | $210K |
| Trust Co. of Toledo NA | 0.03% | New | 1,921 | $209K |
| Rye Brook Capital LLC | 0.30% | No change | 1,900 | $206K |
| Defined Wealth Management, LLC | 0.13% | New | 1,895 | $206K |
| Occidental Asset Management, LLC | 0.03% | Reduce -12.0% | 1,895 | $206K |
| Xcel Wealth Management, LLC | 0.06% | No change | 1,892 | $206K |
| Rainey & Randall Wealth Advisors Inc. | 0.04% | New | 1,890 | $205K |
| Alkeme Wealth, LLC | 0.09% | No change | 1,890 | $205K |
| Columbus Macro, LLC | 0.07% | New | 1,904 | $205K |
| Talon Private Wealth, LLC | 0.04% | — | 1,885 | $205K |
| Nia Impact Advisors, LLC | 0.07% | New | 1,865 | $203K |
| L.M. Kohn & Company | 0.05% | New | 1,850 | $201K |
| FSA Wealth Management LLC | 0.08% | — | 1,844 | $200K |
| Dopkins Wealth Management, LLC | 0.16% | New | 1,836 | $199K |
| UMB Bank, n.a. | 0.00% | Add +608.3% | 1,707 | $185K |
| Highline Wealth Partners LLC | 0.06% | Reduce -25.3% | 1,700 | $185K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 1,683 | $183K |
| Cornerstone Planning Group LLC | 0.05% | Add +0.7% | 1,646 | $176K |
| Bogart Wealth, LLC | 0.01% | Add +193.1% | 1,577 | $171K |
| Clearstead Trust, LLC | 0.04% | No change | 1,574 | $171K |
| Morris Financial Concepts, Inc. | 0.07% | Add +2.0% | 1,551 | $168K |
| Lindbrook Capital, LLC | 0.01% | Add +75.0% | 1,400 | $152K |
| Bfsg, LLC | 0.02% | Add +594.5% | 1,389 | $151K |
| Richardson Financial Services Inc. | 0.09% | Add +39.3% | 1,376 | $147K |
| Silicon Valley Capital Partners | 0.02% | Reduce -8.7% | 1,328 | $144K |
| Syntax Research, Inc. | 0.10% | New | 1,300 | $141K |
| Proffitt & Goodson Inc. | 0.02% | No change | 1,300 | $141K |
| Atlas Capital Advisors Inc. | 0.02% | Add +17.6% | 1,294 | $141K |
| Cape Investment Advisory, Inc. | 0.06% | Add +6.1% | 1,249 | $136K |
| WFA of San Diego, LLC | 0.11% | No change | 1,215 | $132K |
| Wintrust Investments LLC | 0.10% | Reduce -90.1% | 1,198 | $130K |
| Financial Network Wealth Advisors LLC | 0.11% | Add +0.1% | 1,191 | $129K |
| AllSquare Wealth Management LLC | 0.07% | No change | 1,185 | $129K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +361.9% | 1,164 | $126K |
| Hartford Financial Management Inc. | 0.03% | No change | 1,160 | $126K |
| New Republic Capital, LLC | 0.07% | Reduce -0.3% | 1,127 | $122K |
| Trust Co. of Vermont | 0.01% | No change | 1,112 | $121K |
| LGT Financial Advisors LLC | 0.26% | Reduce -0.3% | 981 | $107K |
| Delta Asset Management LLC | 0.01% | Reduce -19.5% | 970 | $105K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +0.7% | 954 | $104K |
| AlphaCentric Advisors LLC | 0.07% | Reduce -0.1% | 927 | $101K |
| Realta Investment Advisors | 0.05% | Reduce -76.3% | 914 | $98K |
| Fortitude Family Office, LLC | 0.04% | New | 900 | $98K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 900 | $98K |
| Main Street Group, LTD | 0.04% | No change | 861 | $94K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | No change | 838 | $91K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -7.8% | 828 | $90K |
| CarsonAllaria Wealth Management, Ltd. | 0.05% | Add +15.7% | 824 | $90K |
| Rice Partnership, LLC | 0.02% | Add +12.8% | 791 | $86K |
| Motco | 0.01% | No change | 774 | $84K |
| Harbor Investment Advisory, LLC | 0.01% | Add +5.2% | 763 | $83K |
| Key Financial Inc | 0.02% | No change | 735 | $80K |
| McIlrath & Eck, LLC | 0.01% | Add +0.7% | 721 | $78K |
| Rise Advisors, LLC | 0.04% | New | 721 | $78K |
| NorthRock Partners, LLC | 0.00% | Add +66.0% | 717 | $78K |
| IMA Advisory Services, Inc. | 0.02% | New | 705 | $77K |
| Indiana Trust & Investment Management Co | 0.02% | Add +68.9% | 647 | $70K |
| Mechanics Financial Corp | 0.03% | No change | 643 | $70K |
| Gould Capital, LLC | 0.04% | No change | 607 | $66K |
| Future Financial Wealth Managment LLC | 0.05% | New | 604 | $66K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.7% | 581 | $63K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.2% | 551 | $60K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +0.4% | 534 | $58K |
| Robinswood Financial LLC | 0.02% | No change | 529 | $57K |
| Cordant, Inc. | 0.03% | New | 512 | $56K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 508 | $55K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 489 | $53K |
| Family Asset Management, LLC | 0.03% | Reduce -19.9% | 486 | $53K |
| Toth Financial Advisory Corp. | 0.01% | No change | 471 | $51K |
| Nemes Rush Group LLC | 0.01% | Add +18.9% | 472 | $51K |
| First Financial Corp. | 0.02% | No change | 450 | $49K |
| Clean Yield Group | 0.02% | Add +0.9% | 450 | $49K |
| Pineridge Advisors LLC | 0.02% | No change | 442 | $48K |
| Cassady Schiller Wealth Management, LLC | 0.02% | Reduce -39.1% | 440 | $48K |
| Caitlin John, LLC | 0.03% | Add +15.9% | 438 | $47K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 425 | $46K |
| Evergreen Private Wealth LLC | 0.02% | No change | 390 | $42K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 375 | $41K |
| Register Financial Advisors LLC | 0.02% | No change | 336 | $37K |
| City State Bank | 0.01% | No change | 318 | $35K |
| Legacy Investment Solutions, LLC | 0.02% | — | 319 | $34K |
| Legacy Wealth Managment, LLC | 0.02% | — | 319 | $34K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 313 | $34K |
| Claris Advisors, LLC / Mo / | 0.01% | New | 303 | $33K |
| CNB Bank | 0.02% | No change | 300 | $33K |
| Carmichael Hill & Associates, Inc. | 0.01% | Reduce -14.4% | 290 | $32K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 287 | $31K |
| Valley National Advisers Inc. | 0.01% | Reduce -98.4% | 291 | $31K |
| DT Investment Partners, LLC | 0.00% | Reduce -74.1% | 263 | $29K |
| Eagle Bay Advisors LLC | 0.01% | No change | 262 | $28K |
| Red Tortoise LLC | 0.01% | Add +0.8% | 262 | $28K |
| Ruedi Wealth Management, Inc. | 0.01% | Reduce -1.5% | 259 | $28K |
| PSI Advisors, LLC | 0.01% | Add +0.4% | 250 | $27K |
| Salem Investment Counselors Inc. | 0.00% | No change | 246 | $27K |
| Colonial Trust Co / SC | 0.00% | Add +147.4% | 235 | $26K |
| Providence Capital Advisors, LLC | 0.01% | No change | 235 | $26K |
| GW&K Investment Management, LLC | 0.00% | No change | 230 | $25K |
| Sound Income Strategies, LLC | 0.00% | No change | 226 | $25K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 220 | $24K |
| Ancora Advisors LLC | 0.00% | No change | 220 | $24K |
| CENTRAL TRUST Co | 0.00% | Reduce -18.4% | 213 | $23K |
| First PREMIER Bank | 0.01% | No change | 200 | $22K |
| Matrix Private Capital Group LLC | 0.01% | New | 200 | $22K |
| Montag A & Associates Inc. | 0.00% | No change | 197 | $21K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 157 | $17K |
| Y.D. More Investments Ltd | 0.00% | No change | 145 | $16K |
| New Millennium Group LLC | 0.01% | No change | 143 | $16K |
| Pflug Koory, LLC | 0.00% | — | 137 | $15K |
| Archer Investment Corp | 0.00% | Reduce -13.2% | 118 | $13K |
| Tidemark, LLC | 0.00% | No change | 110 | $12K |
| Castleview Partners, LLC | 0.01% | No change | 110 | $12K |
| Viewpoint Capital Management LLC | 0.01% | No change | 100 | $11K |
| Avion Wealth | 0.00% | No change | 101 | $10K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -33.9% | 82 | $9K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 77 | $8K |
| TCTC Holdings, LLC | 0.00% | No change | 75 | $8K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | New | 74 | $8K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -31.3% | 68 | $7K |
| Investors Research Corp | 0.00% | New | 63 | $7K |
| National Bank of Canada | 0.00% | Reduce -81.2% | 60 | $7K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 56 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | Add +26.3% | 48 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 40 | $4K |
| Rothschild Investment LLC | 0.00% | No change | 40 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 39 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | Add +1166.7% | 38 | $4K |
| Tucker Asset Management LLC | 0.00% | New | 32 | $3K |
| Keener Financial Planning LLC | 0.00% | No change | 29 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 22 | $2K |
| Darwin Wealth Management, LLC | 0.00% | New | 18 | $2K |
| Activest Wealth Management | 0.00% | No change | 16 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 15 | $2K |
| Center for Financial Planning, Inc. | 0.00% | New | 15 | $2K |
| Howe & Rusling Inc. | 0.00% | New | 14 | $2K |
| Atticus Wealth Management, LLC | 0.00% | No change | 12 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 11 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 8 | $870 |
| Hollencrest Capital Management | 0.00% | No change | 8 | $869 |
| Aspire Wealth Management Corp | 0.00% | No change | 5 | $584 |
| Peterson Financial Group, Inc. | 0.00% | New | 5 | $544 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 4 | $440 |
| Painted Porch Advisors LLC | 0.00% | New | 4 | $435 |
| Contravisory Investment Management, Inc. | 0.00% | No change | 4 | $435 |
| Dunhill Financial, LLC | 0.00% | New | 3 | $326 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 3 | $326 |
| First Command Advisory Services, Inc. | 0.00% | New | 3 | $326 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $218 |
| Gables Capital Management Inc. | 0.00% | No change | 1 | $109 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $109 |
"% of holder's portfolio" is MUB's weight in each manager's 13F, not the share of iShares National Muni Bond E the manager owns.