iShares National Muni Bond EMUBETF
13F holders, Q4 2024 (December 31)1,527holders +129
97new positions
73sold out
8famous investors
$106.45avg. 13F price*
At the end of Q4 2024, 1,527 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, up 129 from Q3 2024. 97 opened new positions and 73 sold out. The largest holders were Bank of America Corp. ($3.3B), Envestnet Asset Management Inc. ($2.2B) and Betterment LLC ($1.9B). 8 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 David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares National Muni Bond E
- CUSIP
- 464288414
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $141.7M |
| Exits | 73 | $177.8M |
All 13F filers, Q3 2024 → Q4 2024: 32,741,190 shares bought and 11,873,708 shares sold, net +20,867,482 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,527 holders
| Bank of America Corp. | 0.30% | Add +20.7% | 30,881,189 | $3.3B |
| Envestnet Asset Management Inc. | 0.70% | Add +5.9% | 20,358,585 | $2.2B |
| Betterment LLC | 4.64% | Add +8.1% | 18,258,259 | $1.9B |
| FMR LLC | 0.09% | Reduce -3.7% | 13,682,372 | $1.5B |
| Creative Planning | 1.37% | Add +4.7% | 13,224,764 | $1.4B |
| Wells Fargo & Company | 0.27% | Add +17.9% | 10,606,146 | $1.1B |
| JPMorgan Chase & Co. | 0.09% | Add +4.2% | 10,105,962 | $1.1B |
| LPL Financial LLC | 0.42% | Add +27.1% | 9,636,610 | $1.0B |
| Morgan Stanley | 0.07% | Add +15.8% | 9,061,368 | $965.5M |
| Bank of New York Mellon Corp | 0.18% | Reduce -3.1% | 9,020,029 | $961.1M |
| Charles Schwab Investment Management Inc. | 0.17% | Add +1.7% | 8,397,818 | $894.8M |
| Wealthfront Advisers LLC | 2.36% | Reduce -22.2% | 7,576,579 | $807.3M |
| PNC Financial Services Group, Inc. | 0.52% | Reduce -0.4% | 7,338,394 | $781.9M |
| Northwestern Mutual Wealth Management Co. | 0.63% | Add +11.5% | 7,037,519 | $749.8M |
| Mercer Global Advisors Inc. | 1.67% | Reduce -0.1% | 6,435,481 | $685.7M |
| Fisher Asset Management | 0.24% | Add +8.9% | 5,745,654 | $612.2M |
| US Bancorp \de | 0.78% | Reduce -18.7% | 5,573,438 | $593.9M |
| Sei Investments Co. | 0.76% | Add +14.3% | 5,523,128 | $588.5M |
| Tiaa Trust, National Association | 1.58% | Reduce -1.8% | 4,882,675 | $520.2M |
| Envestnet Portfolio Solutions, Inc. | 1.68% | Reduce -8.9% | 4,832,344 | $514.9M |
| Orgel Wealth Management, LLC | 9.36% | Reduce -8.3% | 3,366,629 | $358.7M |
| Commonwealth Equity Services, LLC | 0.46% | Add +2.5% | 2,931,626 | $312.4M |
| Rwa Wealth Partners, LLC | 3.65% | Reduce -0.5% | 2,780,596 | $296.3M |
| First Citizens Bank & Trust Co. | 5.16% | Reduce -1.0% | 2,639,378 | $281.2M |
| UBS Group AG | 0.06% | Reduce -4.6% | 2,628,062 | $280.0M |
| Assetmark, Inc. | 0.75% | Add +5.9% | 2,595,159 | $276.5M |
| Jane Street Group, LLC | 0.39% | Add +2198.8% | 2,241,380 | $238.8M |
| Mariner, LLC | 0.35% | Add +13.3% | 1,932,089 | $205.9M |
| Royal Bank of Canada | 0.04% | Reduce -8.6% | 1,817,141 | $193.6M |
| MML Investors Services, LLC | 0.63% | Add +14.0% | 1,717,137 | $183.0M |
| Cetera Investment Advisers | 0.36% | Add +8.6% | 1,623,043 | $172.9M |
| HighTower Advisors, LLC | 0.23% | Reduce -5.0% | 1,593,423 | $169.8M |
| Allstate Corp. | 4.95% | Add +112.9% | 1,578,380 | $168.2M |
| Facet Wealth, Inc. | 4.39% | Add +5.9% | 1,549,955 | $165.4M |
| Jones Financial Companies LLLP | 0.15% | Add +25.6% | 1,516,730 | $161.6M |
| Ameriprise Financial Inc. | 0.04% | Add +5.0% | 1,463,534 | $155.9M |
| D. E. Shaw & Co. | 0.17% | Add +16052.4% | 1,356,800 | $144.6M |
| Signaturefd, LLC | 2.72% | Reduce -0.6% | 1,346,404 | $143.5M |
| Sequoia Financial Advisors, LLC | 1.35% | Add +28.3% | 1,312,902 | $139.9M |
| Choate Investment Advisors | 3.26% | Reduce -8.0% | 1,272,175 | $135.6M |
| One Capital Management, LLC | 4.22% | Reduce -3.4% | 1,196,525 | $127.5M |
| Truist Financial Corp. | 0.20% | Add +31.4% | 1,177,651 | $125.5M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Add +73.1% | 1,166,387 | $124.3M |
| Avantax Advisory Services, Inc. | 0.78% | Add +18.6% | 1,160,561 | $123.7M |
| Captrust Financial Advisors | 0.35% | Add +8.4% | 1,136,181 | $121.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.32% | Add +1.5% | 1,124,699 | $119.8M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -6.6% | 1,117,125 | $119.0M |
| Raymond James Financial Inc. | 0.04% | — | 1,109,733 | $118.2M |
| Citigroup Inc. | 0.11% | Add +27.6% | 1,101,676 | $117.4M |
| EP Wealth Advisors, LLC | 0.91% | Add +11.7% | 1,050,511 | $111.9M |
| Park Avenue Securities LLC | 1.13% | Add +9.0% | 1,033,611 | $110.1M |
| Osaic Holdings, Inc. | 0.24% | Add +93.2% | 1,518,835 | $107.4M |
| Oxford Financial Group, LTD. LLC | 6.59% | Reduce -1.2% | 955,656 | $101.8M |
| Ellevest, Inc. | 5.76% | Reduce -0.8% | 936,540 | $99.8M |
| Natixis Advisors, LLC | 0.18% | Add +530.3% | 889,955 | $94.8M |
| Balentine LLC | 3.80% | Reduce -0.7% | 879,575 | $93.7M |
| OneDigital Investment Advisors LLC | 0.99% | Reduce -1.6% | 797,590 | $85.0M |
| Meeder Advisory Services, Inc. | 5.25% | Add +10.0% | 789,869 | $84.2M |
| Cerity Partners LLC | 0.17% | Add +3.7% | 755,548 | $80.5M |
| Arkos Global Advisors | 11.38% | Add +2.3% | 727,982 | $77.6M |
| Orion Porfolio Solutions, LLC | 0.77% | Add +11.1% | 726,230 | $77.4M |
| Orion Portfolio Solutions, LLC | 0.77% | Add +11.1% | 726,230 | $77.4M |
| Focus Partners Wealth | 0.20% | Add +96.4% | 726,195 | $77.4M |
| Corient Private Wealth LP | 0.12% | Reduce -10.8% | 687,472 | $73.3M |
| Cwm, LLC | 0.30% | Reduce -13.7% | 683,531 | $72.8M |
| Stifel Financial Corp. | 0.07% | Reduce -2.1% | 660,474 | $70.4M |
| Forvis Mazars Wealth Advisors, LLC | 1.57% | Add +9.2% | 637,905 | $68.0M |
| Crestwood Advisors Group, LLC | 1.27% | Reduce -3.0% | 634,334 | $67.6M |
| State of Wisconsin Investment Board | 0.17% | No change | 607,800 | $64.8M |
| Wit, LLC | 2.04% | Add +99330.4% | 291,331 | $63.8M |
| Prime Capital Investment Advisors, LLC | 0.92% | Add +0.7% | 597,523 | $63.7M |
| United Capital Financial Advisors, LLC | 0.54% | Reduce -4.3% | 597,477 | $63.7M |
| Wealthspire Advisors, LLC | 0.62% | Reduce -2.2% | 584,735 | $62.3M |
| Financial Engines Advisors L.L.C. | 0.13% | Add +1.3% | 582,827 | $62.1M |
| Wealthcare Advisory Partners LLC | 1.67% | Add +22.9% | 565,380 | $60.2M |
| Bessemer Group Inc. | 0.10% | Add +23.4% | 558,358 | $59.5M |
| Sofi Wealth, LLC | 4.01% | Add +13.3% | 549,510 | $58.6M |
| Beacon Pointe Advisors, LLC | 0.64% | Reduce -0.6% | 545,336 | $58.1M |
| Foster Group, Inc. | 2.16% | Add +9.9% | 532,674 | $56.8M |
| Bank of Montreal | 0.03% | Add +9.9% | 500,694 | $53.3M |
| JFS Wealth Advisors, LLC | 3.61% | Add +6.6% | 495,989 | $52.8M |
| Kestra Investment Management, LLC | 2.06% | Add +22.4% | 493,112 | $52.5M |
| Manning & Napier Advisors LLC | 0.60% | Reduce -2.0% | 490,539 | $52.3M |
| Coldstream Capital Management Inc. | 1.10% | Reduce -2.6% | 485,287 | $51.7M |
| Alliancebernstein L.P. | 0.02% | Add +8.0% | 463,155 | $49.3M |
| Comerica Bank | 0.19% | Add +18.4% | 434,512 | $46.3M |
| Angeles Wealth Management, LLC | 3.72% | Reduce -27.4% | 423,985 | $45.2M |
| Farther Finance Advisors, LLC | 1.63% | Add +40.5% | 422,029 | $45.0M |
| Pathstone Holdings, LLC | 0.20% | Reduce -1.6% | 421,747 | $44.9M |
| Global Strategic Investment Solutions, LLC | 5.08% | Add +46.7% | 407,601 | $43.4M |
| Rockefeller Capital Management L.P. | 0.11% | Add +0.8% | 396,449 | $42.2M |
| Baird Financial Group, Inc. | 0.08% | Add +25.2% | 386,368 | $41.2M |
| Thrivent Financial for Lutherans | 0.08% | Add +2.0% | 371,899 | $39.9M |
| HSBC Holdings PLC | 0.02% | Reduce -0.8% | 364,236 | $38.8M |
| Waldron Private Wealth LLC | 1.52% | Add +3.4% | 355,064 | $37.8M |
| Allworth Financial LP | 0.21% | Add +40.0% | 355,638 | $37.8M |
| AE Wealth Management LLC | 0.32% | Add +5.3% | 353,862 | $37.7M |
| Sanctuary Advisors, LLC | 0.23% | Reduce -6.0% | 345,357 | $36.9M |
| Commerce Bank | 0.22% | Add +11.9% | 342,393 | $36.5M |
| Plante Moran Financial Advisors, LLC | 3.00% | Reduce -9.9% | 339,112 | $36.1M |
| Nisa Investment Advisors, LLC | 0.14% | Reduce -9.6% | 338,995 | $36.1M |
| Equitable Holdings, Inc. | 0.33% | Reduce -5.1% | 325,488 | $34.7M |
| M&T Bank Corp | 0.12% | Add +15.1% | 324,478 | $34.6M |
| Full Sail Capital, LLC | 2.19% | Add +2.8% | 322,810 | $34.4M |
| Cahaba Wealth Management, Inc. | 2.82% | Add +1.3% | 319,873 | $34.1M |
| Lutz Financial Services LLC | 2.73% | Add +5.5% | 317,352 | $33.8M |
| Cardinal Point Capital Management ULC | 5.30% | Add +9.8% | 313,585 | $33.4M |
| Austin Private Wealth, LLC | 3.12% | Add +0.1% | 312,430 | $33.3M |
| Nuveen Asset Management, LLC | 0.01% | Add +1102.7% | 311,763 | $33.2M |
| Dynasty Wealth Management, LLC | 0.57% | New | 311,510 | $33.2M |
| Lake Street Advisors Group, LLC | 1.53% | Reduce -1.9% | 310,573 | $33.1M |
| Avantax Planning Partners, Inc. | 1.16% | Add +1.9% | 301,081 | $32.1M |
| Atria Wealth Solutions, Inc. | 0.35% | Add +14.8% | 300,232 | $32.0M |
| Retirement Investment Advisors, Inc. | 3.32% | Add +15.4% | 295,163 | $31.4M |
| Bluespring Wealth Management, LLC | 3.21% | Reduce -2.4% | 293,959 | $31.3M |
| Wedmont Private Capital | 1.64% | Add +36.9% | 293,396 | $31.0M |
| Great Valley Advisor Group, Inc. | 0.69% | Add +5.3% | 290,679 | $31.0M |
| G2 Capital Management, LLC / Oh | 9.10% | Reduce -0.5% | 289,729 | $30.9M |
| Integrated Wealth Concepts LLC | 0.35% | Add +9.8% | 284,427 | $30.3M |
| Dohj, LLC | 6.93% | Reduce -1.7% | 281,633 | $30.0M |
| SageView Advisory Group, LLC | 1.27% | Add +53.4% | 277,962 | $29.6M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +6.6% | 275,995 | $29.4M |
| Townsquare Capital LLC | 0.33% | Add +1.3% | 271,113 | $28.9M |
| Blue Chip Partners, LLC | 2.47% | Add +12.3% | 269,302 | $28.7M |
| Schneider Downs Wealth Management Advisors, LP | 5.37% | Add +6.2% | 267,739 | $28.5M |
| Prudential Financial Inc. | 0.04% | Reduce -49.4% | 261,633 | $27.9M |
| Fort Point Capital Partners LLC | 3.10% | Add +24.4% | 259,499 | $27.6M |
| Regions Financial Corp. | 0.20% | Add +20.5% | 257,303 | $27.4M |
| Liquid Strategies, LLC | 5.63% | Add +20.5% | 256,752 | $27.4M |
| Capital Insight Partners, LLC | 4.71% | Add +2.3% | 255,976 | $27.3M |
| NewEdge Advisors, LLC | 0.16% | Add +114.7% | 249,375 | $26.6M |
| Seeds Investor LLC | 7.56% | Add +76.1% | 249,158 | $26.5M |
| Modera Wealth Management, LLC | 0.32% | Add +3.5% | 247,947 | $26.4M |
| Ledyard National Bank | 2.48% | Add +7.1% | 247,506 | $26.4M |
| Apella Capital, LLC | 0.99% | Add +4.8% | 242,902 | $25.9M |
| Perigon Wealth Management, LLC | 0.64% | Add +6.1% | 244,092 | $25.9M |
| Soros Fund Management | 0.65% | No change | 241,400 | $25.7M |
| Bear Mountain Capital, Inc. | 9.88% | Add +17.9% | 239,337 | $25.4M |
| Icon Wealth Advisors, LLC | 2.08% | Reduce -5.5% | 237,907 | $25.3M |
| New York Life Investment Management LLC | 0.24% | Reduce -5.8% | 235,135 | $25.1M |
| Citadel Advisors | 0.02% | Add +42.4% | 230,925 | $24.6M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +9.1% | 230,924 | $24.6M |
| First Horizon Advisors, Inc. | 0.68% | Add +192.7% | 228,048 | $24.3M |
| Kestra Advisory Services, LLC | 0.13% | Add +10.4% | 227,722 | $24.3M |
| Salomon & Ludwin, LLC | 2.56% | Add +5.7% | 226,980 | $24.2M |
| Choreo, LLC | 0.35% | Reduce -47.7% | 225,974 | $24.1M |
| CX Institutional | 0.94% | Add +21.2% | 221,142 | $23.6M |
| Meridian Wealth Partners, LLC | 3.56% | Add +0.2% | 220,295 | $23.5M |
| Private Advisor Group, LLC | 0.13% | Reduce -0.9% | 216,572 | $23.1M |
| Stratos Wealth Partners, LTD. | 0.33% | Add +7.0% | 215,488 | $23.0M |
| Johnson Financial Group, Inc. | 1.08% | Reduce -19.3% | 214,702 | $22.9M |
| Asio Capital, LLC | 4.26% | Add +0.4% | 211,592 | $22.5M |
| Boston Standard Wealth Management, LLC | 4.35% | Add +7.1% | 210,228 | $22.4M |
| Vicus Capital | 1.96% | Add +8.8% | 207,665 | $22.1M |
| Cardinal Strategic Wealth Guidance | 6.94% | Reduce -0.2% | 204,397 | $21.8M |
| Cresset Asset Management, LLC | 0.10% | Reduce -10.5% | 202,296 | $21.6M |
| Regimen Wealth, LLC | 7.02% | Add +8.7% | 201,803 | $21.5M |
| Quotient Wealth Partners, LLC | 0.70% | Reduce -1.2% | 200,316 | $21.3M |
| Axxcess Wealth Management, LLC | 0.53% | Reduce -0.7% | 200,176 | $21.3M |
| Mather Group, Llc. | 0.28% | Reduce -3.3% | 200,119 | $21.3M |
| Morton Brown Family Wealth, LLC | 7.42% | Add +6.7% | 199,924 | $21.3M |
| Wesbanco Bank Inc. | 0.71% | Add +3.0% | 196,286 | $20.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 4.82% | Add +4.9% | 196,284 | $20.9M |
| RTD Financial Advisors, Inc. | 2.66% | Add +3.8% | 194,935 | $20.8M |
| Ally Invest Advisors Inc. | 1.80% | Add +6.3% | 194,813 | $20.8M |
| Steward Partners Investment Advisory, LLC | 0.18% | Add +1.2% | 194,358 | $20.7M |
| AMG National Trust Bank | 0.57% | Reduce -2.4% | 193,241 | $20.6M |
| Altura Wealth Advisors Inc. | 15.13% | Add +3.2% | 192,519 | $20.5M |
| Avior Wealth Management, LLC | 0.74% | Add +4.4% | 190,734 | $20.3M |
| Slow Capital, Inc. | 2.86% | Add +3.4% | 189,674 | $20.2M |
| Capital Analysts, LLC | 0.81% | Add +3.7% | 189,391 | $20.2M |
| BlackRock, Inc. | 0.00% | Add +99.5% | 188,266 | $20.1M |
| First Financial Bank - Trust Division | 1.87% | Add +5.3% | 188,103 | $20.0M |
| Lido Advisors, LLC | 0.13% | Add +35.0% | 187,387 | $20.0M |
| Arax Advisory Partners | 1.25% | Add +2.7% | 187,125 | $19.9M |
| Trust Co | 2.23% | Reduce -14.3% | 182,585 | $19.5M |
| Lebenthal Global Advisors, LLC | 3.52% | Add +4.3% | 180,879 | $19.3M |
| Unique Wealth, LLC | 4.01% | Add +15.2% | 180,724 | $19.3M |
| Alaska Wealth Advisors, LLC | 2.99% | Reduce -2.4% | 180,479 | $19.2M |
| O'shaughnessy Asset Management, LLC | 0.16% | Add +44.2% | 180,428 | $19.2M |
| Alesco Advisors, LLC, An ESL Co | 0.60% | Add +4.2% | 179,842 | $19.2M |
| Capital Asset Advisory Services LLC | 0.94% | Add +3.0% | 178,738 | $19.0M |
| Chesley Taft & Associates LLC | 0.88% | Reduce -11.6% | 178,591 | $19.0M |
| SVB Wealth LLC | 0.35% | Add +339.9% | 177,094 | $18.9M |
| Single Point Partners, LLC | 4.32% | New | 175,873 | $18.7M |
| World Investment Advisors | 0.51% | Reduce -30.0% | 175,687 | $18.7M |
| Stage Harbor Financial, LLC | 16.19% | Reduce -0.3% | 174,600 | $18.6M |
| McKinley Carter Wealth Services, Inc. | 1.14% | Add +20.8% | 174,379 | $18.6M |
| One Wealth Advisors, LLC | 2.76% | Add +44.8% | 174,298 | $18.6M |
| McNamara Financial Services, Inc. | 4.22% | Reduce -22.9% | 168,332 | $17.9M |
| Clearwater Capital Advisors, LLC | 1.75% | Reduce -3.9% | 167,944 | $17.9M |
| First Citizens Asset Management, Inc. | 6.54% | Add +5.6% | 167,725 | $17.9M |
| Forum Financial Management, LP | 0.30% | Reduce -35.7% | 167,217 | $17.8M |
| Aspiriant, LLC | 0.64% | Reduce -11.3% | 166,621 | $17.8M |
| Citizens Financial Group Inc. | 0.34% | Reduce -0.3% | 162,404 | $17.3M |
| Sagespring Wealth Partners, LLC | 0.45% | — | 159,602 | $17.0M |
| Diversified Portfolios, Inc. | 1.83% | Add +2.9% | 157,627 | $16.8M |
| Stairway Partners, LLC | 1.05% | Reduce -3.1% | 156,479 | $16.7M |
| Susquehanna International Group, LLP | 0.02% | Add +511.5% | 153,838 | $16.4M |
| Brown Wealth Management, LLC | 5.81% | Reduce -0.3% | 153,768 | $16.4M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.17% | No change | 153,000 | $16.3M |
| Kingdom Financial Group LLC. | 11.12% | Reduce -0.7% | 152,715 | $16.3M |
| Symmetry Partners, LLC | 2.24% | Add +124.8% | 148,038 | $15.8M |
| Apollon Wealth Management, LLC | 0.36% | Add +8.3% | 147,703 | $15.7M |
| Crewe Advisors LLC | 2.15% | Add +4.2% | 146,477 | $15.6M |
| HBC Financial Services, PLLC | 9.35% | Add +7.6% | 143,173 | $15.3M |
| RMR Wealth Builders | 1.57% | Reduce -5.2% | 142,485 | $15.2M |
| Elm Partners Management LLC | 1.02% | Add +6.3% | 139,749 | $14.9M |
| Centiva Capital, LP | 0.56% | Reduce -82.7% | 138,811 | $14.8M |
| Advisory Services Network, LLC | 0.27% | Add +1.1% | 137,086 | $14.6M |
| Sigma Planning Corp | 0.44% | Reduce -8.4% | 132,706 | $14.1M |
| Alley Investment Management Company, LLC | 1.78% | Add +4.5% | 132,201 | $14.1M |
| Towercrest Capital Management | 2.27% | Add +15.0% | 131,678 | $14.0M |
| North Star Investment Management Corp. | 0.98% | Add +39.0% | 131,460 | $14.0M |
| Fragasso Financial Advisors Inc | 1.06% | Reduce -3.1% | 130,922 | $13.9M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -4.2% | 130,907 | $13.9M |
| Franklin Resources Inc. | 0.00% | Add +15.2% | 130,082 | $13.9M |
| Clearstead Advisors, LLC | 0.21% | Add +5.2% | 129,695 | $13.8M |
| Sand Hill Global Advisors, LLC | 0.58% | Add +4.8% | 128,687 | $13.7M |
| &partners | 0.16% | Add +30.3% | 127,441 | $13.6M |
| NewEdge Wealth, LLC | 0.24% | Add +27.7% | 127,487 | $13.6M |
| Independent Advisor Alliance | 0.18% | Add +2644.0% | 127,351 | $13.6M |
| AlTi Global, Inc. | 0.32% | Reduce -0.3% | 126,305 | $13.5M |
| Resonant Capital Advisors, LLC | 0.98% | Add +9.9% | 126,265 | $13.5M |
| Summit Financial, LLC | 0.47% | Add +6.0% | 125,890 | $13.4M |
| Parkside Investments, LLC | 1.99% | Reduce -0.4% | 124,800 | $13.3M |
| Revolve Wealth Partners, LLC | 1.94% | Add +10.7% | 124,193 | $13.2M |
| Freestone Capital Holdings, LLC | 0.45% | Add +5.7% | 121,464 | $12.9M |
| Rinkey Investments | 4.03% | Reduce -0.7% | 118,085 | $12.6M |
| Graypoint LLC | 0.75% | Add +10.7% | 116,562 | $12.4M |
| Skyline Advisors, Inc. | 4.81% | Add +18.9% | 116,275 | $12.4M |
| Waverly Advisors, LLC | 0.19% | Reduce -0.4% | 114,697 | $12.2M |
| GAMMA Investing LLC | 1.04% | Add +13.8% | 114,407 | $12.2M |
| Fiduciary Trust Co | 0.16% | Reduce -0.2% | 114,101 | $12.2M |
| Flputnam Investment Management Co. | 0.22% | Reduce -28.8% | 113,533 | $12.1M |
| Rehmann Capital Advisory Group | 0.76% | Add +157.5% | 112,450 | $12.0M |
| Baron Silver Stevens Financial Advisors, LLC | 2.03% | Add +2.4% | 112,364 | $12.0M |
| Brooklyn FI, LLC | 3.94% | Add +2.4% | 111,300 | $11.9M |
| Heartwood Wealth Advisors LLC | 1.33% | Add +0.7% | 110,990 | $11.8M |
| Essential Planning, LLC. | 0.08% | New | 108,265 | $11.6M |
| Veery Capital, LLC | 4.45% | Add +5.9% | 109,016 | $11.6M |
| Integrated Advisors Network LLC | 0.56% | Add +26.6% | 108,666 | $11.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +719.3% | 108,460 | $11.6M |
| Fifth Third Bancorp | 0.04% | Add +13.7% | 108,128 | $11.5M |
| Okabena Investment Services Inc. | 3.20% | Add +15.9% | 108,020 | $11.5M |
| Verus Wealth Management, LLC | 12.89% | — | 107,872 | $11.5M |
| Apeiron RIA LLC | 3.21% | Add +3.7% | 107,542 | $11.5M |
| Founders Financial Securities LLC | 1.03% | Add +4.4% | 107,256 | $11.4M |
| Aptus Capital Advisors, LLC | 0.14% | Add +64.5% | 107,227 | $11.4M |
| Nicolet Advisory Services, LLC | 1.05% | Reduce -3.7% | 107,849 | $11.4M |
| Horizon Investments, LLC | 0.33% | Add +4.5% | 107,147 | $11.4M |
| Manhattan West Asset Management, LLC | 3.07% | Add +7.3% | 106,772 | $11.4M |
| UNIVEST FINANCIAL Corp | 0.71% | Add +10.5% | 106,167 | $11.3M |
| CIBC Private Wealth Group LLC | 0.02% | Add +0.6% | 106,556 | $11.3M |
| German American Bancorp, Inc. | 1.16% | Add +7.1% | 104,034 | $11.1M |
| Brandywine Oak Private Wealth LLC | 1.08% | Add +16.5% | 103,316 | $11.0M |
| Hengehold Capital Management LLC | 1.03% | Add +13.2% | 102,474 | $10.9M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -1.1% | 102,375 | $10.9M |
| Black Diamond Financial, LLC | 1.63% | Add +58.6% | 102,064 | $10.9M |
| Deutsche Bank AG | 0.00% | Add +11.3% | 100,772 | $10.7M |
| Dakota Wealth Management | 0.25% | Add +2.7% | 100,591 | $10.7M |
| Atria Investments, Inc | 0.13% | Reduce -1.7% | 99,767 | $10.6M |
| Clarity Asset Management, Inc. | 6.83% | Add +1.6% | 98,435 | $10.5M |
| Private Wealth Management Group, LLC | 3.96% | Reduce -12.2% | 97,135 | $10.3M |
| Renaissance Technologies | 0.02% | Reduce -67.9% | 97,030 | $10.3M |
| Simplex Trading, LLC | 0.29% | Reduce -4.6% | 96,654 | $10.3M |
| Catalyst Financial Partners LLC | 1.92% | Add +3.3% | 96,021 | $10.2M |
| 25 LLC | 4.31% | Reduce -4.8% | 95,568 | $10.2M |
| Cook Wealth, LLC | 4.73% | Add +2.1% | 95,058 | $10.1M |
| Lindenwold Advisors, INC | 5.30% | Reduce -17.4% | 93,159 | $9.9M |
| PDS Planning, Inc | 0.88% | Add +6.5% | 92,634 | $9.9M |
| Martel Wealth Advisors LLC | 1.92% | Add +2.6% | 92,320 | $9.8M |
| BCO Wealth Management LLC | 8.18% | — | 92,284 | $9.8M |
| Weitzel Financial Services, Inc. | 4.59% | Add +2.6% | 91,332 | $9.7M |
| Bailard, Inc. | 0.25% | Reduce -63.0% | 90,215 | $9.6M |
| Albion Financial Group | 0.65% | Add +10.7% | 88,678 | $9.4M |
| Smith & Howard Wealth Management, LLC | 2.65% | Reduce -0.3% | 87,972 | $9.4M |
| Northeast Financial Group, Inc. | 3.57% | Reduce -4.5% | 87,715 | $9.3M |
| Savant Capital, LLC | 0.07% | Reduce -10.3% | 87,282 | $9.3M |
| Beacon Bridge Wealth Partners, LLC | 3.94% | Add +17.7% | 87,176 | $9.3M |
| Horiko Capital Management LLC | 2.66% | Add +33.0% | 86,550 | $9.2M |
| Laird Norton Wetherby Trust Company, LLC | 1.26% | Add +31.7% | 86,170 | $9.2M |
| Hudock, Inc. | 1.59% | Add +0.6% | 85,384 | $9.1M |
| GM Advisory Group, LLC | 0.50% | Reduce -2.4% | 85,300 | $9.1M |
| Harbor Group, Inc. | 2.03% | Reduce -0.5% | 84,850 | $9.0M |
| Reston Wealth Management LLC | 3.34% | Add +3.0% | 84,391 | $9.0M |
| CWA Asset Management Group, LLC | 0.45% | Add +14.2% | 84,349 | $9.0M |
| Moss Adams Wealth Advisors LLC | 0.94% | Add +1.5% | 83,735 | $8.9M |
| Regal Investment Advisors LLC | 0.67% | Add +10.5% | 83,692 | $8.9M |
| Aquire Wealth Advisors, LLC | 2.75% | Add +6.4% | 83,437 | $8.9M |
| Robertson Stephens Wealth Management, LLC | 0.31% | Add +65.0% | 82,747 | $8.8M |
| Opus Capital Group, LLC | 1.11% | Reduce -5.5% | 82,213 | $8.8M |
| Ackerman Capital Advisors, LLC | 2.29% | Add +11.7% | 82,061 | $8.7M |
| RFG Advisory, LLC | 0.24% | Add +6.5% | 80,070 | $8.5M |
| Ashton Thomas Private Wealth, LLC | 0.33% | Add +570.4% | 79,263 | $8.4M |
| Valmark Advisers, Inc. | 0.13% | Add +18.4% | 79,009 | $8.4M |
| Focus Financial Network, Inc. | 0.33% | Reduce -1.7% | 78,833 | $8.4M |
| Granite Harbor Advisors, Inc. | 4.60% | Add +14.9% | 78,109 | $8.3M |
| One Wealth Capital Management, LLC | 4.20% | — | 77,746 | $8.3M |
| Global Wealth Strategies & Associates | 2.54% | Add +6.5% | 76,274 | $8.1M |
| Stephens Consulting, LLC | 2.02% | Reduce -0.3% | 75,708 | $8.1M |
| Ade, LLC | 4.89% | Reduce -2.9% | 74,743 | $8.0M |
| Ironwood Wealth Management, LLC. | 2.47% | Add +0.2% | 74,601 | $7.9M |
| Bragg Financial Advisors, Inc | 0.32% | Add +3.0% | 74,364 | $7.9M |
| Brookstone Capital Management | 0.11% | Reduce -2.8% | 73,818 | $7.9M |
| Acropolis Investment Management, LLC | 0.46% | Add +46.9% | 73,616 | $7.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +3.8% | 73,585 | $7.8M |
| Alliance Wealth Management Group | 2.08% | Add +28.9% | 72,790 | $7.8M |
| Kingsview Wealth Management, LLC | 0.15% | Add +41.7% | 72,525 | $7.7M |
| Peapack Gladstone Financial Corp. | 0.11% | Add +19.4% | 72,461 | $7.7M |
| Equita Financial Network, Inc. | 2.76% | Reduce -1.0% | 71,748 | $7.6M |
| Oakwell Private Wealth Management, LLC | 2.13% | Reduce -1.3% | 71,164 | $7.6M |
| Arkansas Financial Group, Inc. | 1.22% | Add +8.1% | 70,783 | $7.5M |
| FSM Wealth Advisors, LLC | 1.84% | Add +21.4% | 71,090 | $7.5M |
| Strategic Blueprint, LLC | 0.45% | Add +5.7% | 70,422 | $7.5M |
| Mayflower Financial Advisors, LLC | 1.12% | Add +3.7% | 70,216 | $7.5M |
| Advus Financial Partners, LLC | 2.10% | Add +13.1% | 69,978 | $7.5M |
| Burt Wealth Advisors | 1.87% | Reduce -0.1% | 69,089 | $7.4M |
| Savvy Advisors, Inc. | 0.88% | Add +94.3% | 68,962 | $7.3M |
| Moller Wealth Partners | 1.92% | No change | 68,664 | $7.3M |
| Brown Advisory Inc. | 0.01% | Reduce -22.9% | 68,227 | $7.3M |
| WealthShield Partners, LLC | 1.03% | Reduce -18.5% | 68,047 | $7.3M |
| CGN Advisors LLC | 0.70% | Add +4.2% | 67,279 | $7.2M |
| Waterloo Capital, L.P. | 0.76% | Add +61.5% | 67,269 | $7.2M |
| May Hill Capital, LLC | 2.77% | — | 67,170 | $7.2M |
| Concourse Financial Group Securities, Inc. | 0.40% | Add +3.0% | 88,096 | $7.2M |
| Bartlett & Co. Wealth Management LLC | 0.10% | Add +1.4% | 67,077 | $7.1M |
| Raub Brock Capital Management LP | 1.51% | Add +0.8% | 66,875 | $7.1M |
| Legacy Financial Strategies, LLC | 1.53% | Reduce -2.4% | 66,420 | $7.1M |
| RFP Financial Group LLC | 2.74% | Reduce -9.7% | 66,019 | $7.0M |
| High Falls Advisors, Inc | 1.63% | Reduce -3.2% | 65,979 | $7.0M |
| McAdam, LLC | 0.38% | Add +1.3% | 65,825 | $7.0M |
| Hancock Whitney Corp. | 0.22% | Add +63.4% | 65,789 | $7.0M |
| Foster & Motley Inc. | 0.46% | Add +0.9% | 65,709 | $7.0M |
| Wrenne Financial Planning LLC | 3.98% | Add +21.7% | 65,678 | $7.0M |
| Stone House Investment Management, LLC | 1.78% | Reduce -7.2% | 65,641 | $7.0M |
| Seaside Wealth Management, Inc. | 2.54% | Add +4.1% | 65,064 | $6.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.30% | Reduce -0.1% | 64,732 | $6.9M |
| Dravo Bay LLC | 3.32% | Add +21.4% | 64,281 | $6.8M |
| Wealthcare Capital Management LLC | 0.69% | Reduce -10.1% | 64,195 | $6.8M |
| GenTrust, LLC | 0.29% | Reduce -8.3% | 63,444 | $6.8M |
| Atlatl Advisers LLC | 3.96% | — | 63,384 | $6.8M |
| Principal Securities, Inc. | 0.15% | Add +33.4% | 63,251 | $6.7M |
| Pines Wealth Management, LLC | 2.91% | — | 63,314 | $6.7M |
| Invenio Wealth Partners LLC | 2.79% | Add +7.4% | 62,474 | $6.7M |
| Watershed Private Wealth LLC | 2.59% | Add +3.6% | 62,224 | $6.6M |
| BTC Capital Management, Inc. | 0.61% | Add +1.0% | 61,879 | $6.6M |
| Biltmore Family Office, LLC | 1.10% | Add +1.0% | 61,602 | $6.6M |
| Phillips Financial Management, LLC | 0.51% | Add +3.5% | 61,437 | $6.5M |
| Dogwood Wealth Management LLC | 3.43% | Reduce -0.4% | 60,879 | $6.5M |
| St Germain D J Co. Inc. | 0.29% | Add +2.2% | 60,516 | $6.4M |
| Fulton Breakefield Broenniman LLC | 0.46% | Reduce -1.7% | 60,461 | $6.4M |
| Keebeck Wealth Management | 0.93% | Add +6.0% | 60,244 | $6.4M |
| Smithfield Trust Co | 0.32% | Reduce -1.1% | 60,198 | $6.4M |
| Astoria Strategic Wealth, Inc. | 1.91% | New | 60,201 | $6.4M |
| Capital Investment Services of America, Inc. | 0.61% | Add +0.4% | 59,879 | $6.4M |
| IMPACTfolio, LLC | 3.31% | Add +14.8% | 59,808 | $6.4M |
| Northern Trust Corp. | 0.00% | Add +9.7% | 59,485 | $6.3M |
| Wealth Management Resources, Inc. | 2.33% | Reduce -7.5% | 59,296 | $6.3M |
| Trinity Wealth Management, LLC | 2.84% | Add +7.6% | 58,835 | $6.3M |
| Exchange Bank | 5.02% | Add +64.3% | 58,617 | $6.2M |
| Legacy Private Trust Co. | 0.41% | Add +9.4% | 58,169 | $6.2M |
| Charles Schwab Trust Co | 0.53% | Reduce -45.0% | 57,502 | $6.1M |
| Compound Planning, Inc. | 0.30% | Add +736.7% | 56,203 | $6.0M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +80.2% | 56,159 | $6.0M |
| Cannon Financial Strategists, Inc. | 1.02% | Reduce -0.2% | 55,867 | $6.0M |
| City of London Investment Management Co. Ltd. | 0.59% | Add +181.8% | 55,857 | $6.0M |
| K2 Financial Inc. | 5.92% | — | 56,421 | $6.0M |
| Exencial Wealth Advisors, LLC | 0.22% | Reduce -2.1% | 54,853 | $5.8M |
| Merit Financial Group, LLC | 0.10% | Add +11.4% | 54,621 | $5.8M |
| Traveka Wealth, LLC | 3.21% | Reduce -7.3% | 54,652 | $5.8M |
| LPWM LLC | 1.86% | Reduce -7.7% | 54,384 | $5.8M |
| Vannoy Advisory Group, Inc. | 4.29% | Add +4.9% | 54,183 | $5.8M |
| Passive Capital Management, LLC. | 2.03% | Reduce -9.7% | 54,025 | $5.8M |
| Connecticut Wealth Management, LLC | 0.28% | Reduce -4.0% | 53,787 | $5.7M |
| First National Trust Co | 0.21% | Reduce -11.8% | 53,649 | $5.7M |
| Aua Capital Management, LLC | 3.66% | Reduce -0.5% | 53,522 | $5.7M |
| CFS Investment Advisory Services, LLC | 0.50% | Reduce -6.3% | 52,705 | $5.6M |
| Alpha Financial Partners LLC | 4.43% | Add +517.0% | 52,646 | $5.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.15% | Reduce -1.8% | 52,471 | $5.6M |
| Precedent Wealth Partners, LLC | 1.81% | Add +1.1% | 52,188 | $5.6M |
| NewSquare Capital LLC | 0.44% | Add +1.7% | 51,702 | $5.5M |
| Financial Life Advisors | 2.05% | Add +2.1% | 51,290 | $5.5M |
| Somnio Financial Group, LLC | 4.32% | Add +2.9% | 50,634 | $5.4M |
| Patriot Investment Management Group, Inc. | 0.39% | Add +1.9% | 49,464 | $5.3M |
| Davidson Investment Advisors | 0.26% | Reduce -8.0% | 49,428 | $5.3M |
| Galvin, Gaustad & Stein, LLC | 0.48% | Add +3.0% | 49,301 | $5.3M |
| WealthCollab, LLC | 3.36% | Add +12.3% | 49,209 | $5.2M |
| Naples Global Advisors, LLC | 0.49% | Add +17.8% | 49,129 | $5.2M |
| True Vision MN LLC | 3.08% | Add +6.2% | 48,740 | $5.2M |
| BCGM Wealth Management, LLC | 1.64% | Add +12.6% | 48,448 | $5.2M |
| Ascent Group, LLC | 0.38% | Add +15.6% | 48,012 | $5.1M |
| Proathlete Wealth Management LLC | 1.92% | Add +11.5% | 47,799 | $5.1M |
| Fiduciary Financial Group, LLC | 1.12% | Reduce -2.0% | 48,154 | $5.1M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +4.9% | 47,594 | $5.1M |
| Motive Wealth Advisors | 2.70% | Reduce -2.0% | 47,131 | $5.0M |
| Greenleaf Trust | 0.05% | New | 47,063 | $5.0M |
| Stephens Inc. | 0.07% | Add +1.1% | 46,916 | $5.0M |
| Kades & Cheifetz LLC | 2.54% | Add +31.2% | 46,619 | $5.0M |
| TD Private Client Wealth LLC | 0.14% | Add +8.8% | 46,023 | $4.9M |
| Prospera Financial Services Inc | 0.11% | Add +496.4% | 45,856 | $4.9M |
| Hassell Wealth Management, LLC | 1.96% | Add +0.0% | 45,603 | $4.9M |
| Creative Financial Designs Inc. | 0.39% | Reduce -17.0% | 45,522 | $4.9M |
| Zhang Financial LLC | 0.28% | Add +11.2% | 45,359 | $4.8M |
| Edgestream Partners, L.P. | 0.21% | Reduce -39.9% | 45,223 | $4.8M |
| Presilium Private Wealth, LLC | 1.10% | Reduce -1.9% | 45,057 | $4.8M |
| Synovus Financial Corp. | 0.06% | Reduce -9.3% | 45,022 | $4.8M |
| CV Advisors LLC | 1.66% | Add +192.6% | 44,726 | $4.8M |
| Brio Consultants, LLC | 0.74% | Add +31.4% | 44,387 | $4.7M |
| Stratos Wealth Advisors, LLC | 0.23% | Reduce -0.6% | 44,369 | $4.7M |
| MAI Capital Management | 0.04% | New | 44,331 | $4.7M |
| Confluence Wealth Services, Inc. | 0.31% | Add +21.2% | 44,382 | $4.7M |
| Geneos Wealth Management Inc. | 0.16% | Add +2.5% | 44,001 | $4.7M |
| Country Trust Bank | 0.12% | Reduce -0.0% | 43,417 | $4.6M |
| Schonfeld Strategic Advisors LLC | 0.03% | Reduce -51.3% | 43,287 | $4.6M |
| FFT Wealth Management LLC | 0.35% | Add +0.0% | 43,201 | $4.6M |
| TD Capital Management LLC | 0.47% | Reduce -8.0% | 43,147 | $4.6M |
| Avidian Wealth Enterprises, LLC | 0.21% | Add +6.1% | 43,137 | $4.6M |
| Power Wealth Management LLC | 1.90% | Add +3.2% | 42,667 | $4.5M |
| Premier Path Wealth Partners, LLC | 0.69% | Add +2.9% | 42,248 | $4.5M |
| Prosperity Consulting Group, LLC | 0.34% | Add +1.3% | 42,071 | $4.5M |
| Financial Counselors Inc. | 0.07% | Add +23.9% | 41,823 | $4.5M |
| HUB Investment Partners, LLC | 0.19% | Reduce -4.2% | 41,719 | $4.4M |
| Hohimer Wealth Management, LLC | 0.82% | New | 40,336 | $4.3M |
| CreativeOne Wealth, LLC | 0.13% | Add +15.1% | 40,220 | $4.3M |
| First Business Financial Services, Inc. | 0.42% | New | 40,162 | $4.3M |
| Beaird Harris Wealth Management, LLC | 0.37% | Reduce -6.0% | 40,099 | $4.3M |
| ONE Advisory Partners, LLC | 1.89% | Add +1.2% | 39,973 | $4.3M |
| Private Trust Co. NA | 0.44% | Reduce -9.2% | 39,953 | $4.3M |
| Chicago Partners Investment Group LLC | 0.14% | Add +19.0% | 40,008 | $4.2M |
| Hart & Patterson Financial Group LLC | 2.06% | Add +15.4% | 39,725 | $4.2M |
| Avant Financial Advisors LLC | 3.82% | — | 39,002 | $4.2M |
| Ameritas Investment Partners, Inc. | 0.13% | Add +1.9% | 38,727 | $4.1M |
| Financial Advocates Investment Management | 0.23% | Reduce -3.0% | 38,582 | $4.1M |
| Joel Isaacson & Co., LLC | 0.19% | Add +14.5% | 38,576 | $4.1M |
| My Legacy Advisors, LLC | 1.59% | Add +2.8% | 38,748 | $4.1M |
| ORG Partners LLC | 0.57% | Add +0.1% | 38,423 | $4.1M |
| Cascade Financial Partners, LLC | 0.53% | Reduce -11.4% | 38,422 | $4.1M |
| Csenge Advisory Group | 0.22% | Add +35.1% | 38,413 | $4.1M |
| Mission Wealth Management, LP | 0.10% | Reduce -0.2% | 37,994 | $4.0M |
| Bare Financial Services, Inc | 1.63% | Add +26.1% | 37,972 | $4.0M |
| Curbstone Financial Management Corp | 0.85% | Add +0.4% | 37,892 | $4.0M |
| SevenBridge Financial Group, LLC | 0.76% | Reduce -1.8% | 37,675 | $4.0M |
| Joseph Group Capital Management | 1.58% | Reduce -4.3% | 37,526 | $4.0M |
| Sovran Advisors, LLC | 0.56% | — | 37,496 | $4.0M |
| Armor Investment Advisors, LLC | 1.62% | Add +20.7% | 37,009 | $3.9M |
| Global Retirement Partners, LLC | 0.11% | Reduce -17.6% | 36,748 | $3.9M |
| AdvisorNet Financial, Inc | 0.33% | Reduce -1.4% | 36,728 | $3.9M |
| First American Trust, FSB | 0.39% | Add +3.5% | 36,625 | $3.9M |
| BSW Wealth Partners | 0.57% | Add +663.5% | 36,548 | $3.9M |
| Grove Bank & Trust | 0.54% | Add +16.6% | 36,424 | $3.9M |
| D L Carlson Investment Group Inc. | 0.69% | Reduce -16.5% | 36,197 | $3.9M |
| Traphagen Investment Advisors LLC | 0.39% | Reduce -12.3% | 36,035 | $3.8M |
| Symphony Financial, Ltd. Co. | 0.60% | Add +39.3% | 35,977 | $3.8M |
| Bleakley Financial Group, LLC | 0.11% | Reduce -3.1% | 35,578 | $3.8M |
| Partners in Financial Planning | 0.77% | Add +1.9% | 35,518 | $3.8M |
| Bridge Generations Wealth Management LLC | 2.50% | — | 35,495 | $3.8M |
| Capital Advisors Wealth Management, LLC | 0.67% | Reduce -4.9% | 35,465 | $3.8M |
| Insight Wealth Strategies, LLC | 0.50% | Reduce -9.3% | 35,031 | $3.7M |
| Composition Wealth, LLC | 0.08% | Add +8.9% | 35,028 | $3.7M |
| Montecito Bank & Trust | 0.64% | Reduce -18.4% | 34,710 | $3.7M |
| Schechter Investment Advisors, LLC | 0.28% | Add +22.8% | 34,683 | $3.7M |
| Lifeworks Advisors, LLC | 0.66% | Reduce -2.8% | 34,524 | $3.7M |
| Life Planning Partners, Inc | 3.40% | Reduce -2.6% | 34,509 | $3.7M |
| MKD Wealth Coaches, LLC | 3.71% | — | 34,391 | $3.7M |
| Whitegate Investment Counselors, Inc. | 1.24% | Reduce -8.7% | 34,030 | $3.6M |
| Diversified Enterprises, LLC | 0.34% | Add +11.9% | 33,532 | $3.6M |
| Financial Insights, Inc. | 1.38% | Reduce -1.9% | 33,515 | $3.6M |
| Investment Management Associates Inc. | 1.54% | No change | 33,191 | $3.5M |
| Whittier Trust Co. of Nevada Inc. | 0.09% | Reduce -0.5% | 33,051 | $3.5M |
| Becker Capital Management Inc. | 0.11% | No change | 32,910 | $3.5M |
| Johnson Bixby & Associates, LLC | 0.53% | Reduce -0.3% | 32,901 | $3.5M |
| Clarius Group, LLC | 0.24% | Reduce -46.8% | 32,829 | $3.5M |
| Rosenberg Matthew Hamilton | 0.90% | Add +14.7% | 32,662 | $3.5M |
| Durante & Waters, LLC | 2.87% | Add +0.6% | 32,652 | $3.5M |
| Eaton Financial Holdings Company, LLC | 1.33% | Add +1.2% | 32,335 | $3.4M |
| Pure Financial Advisors, LLC | 0.08% | Add +1.7% | 32,313 | $3.4M |
| Eagle Rock Investment Company, LLC | 0.57% | Reduce -2.4% | 32,306 | $3.4M |
| Dynamic Advisor Solutions LLC | 0.15% | Reduce -65.3% | 32,204 | $3.4M |
| Blair William & Co. | 0.01% | Reduce -2.2% | 31,831 | $3.4M |
| Per Stirling Capital Management, LLC. | 0.48% | Reduce -39.4% | 31,741 | $3.4M |
| Benjamin Edwards Inc. | 0.05% | Reduce -6.8% | 31,700 | $3.4M |
| Tassel Capital Management, Inc. | 2.97% | — | 31,395 | $3.3M |
| Tilson Financial Group, Inc. | 1.35% | Reduce -2.5% | 31,150 | $3.3M |
| Mainsail Financial Group, LLC | 1.92% | Reduce -0.7% | 31,147 | $3.3M |
| FourThought Financial Partners, LLC | 0.34% | New | 31,083 | $3.3M |
| Ullmann Wealth Partners Group, LLC | 0.42% | Add +3.6% | 30,871 | $3.3M |
| Joel Adams & Associates, Inc. | 2.99% | — | 30,842 | $3.3M |
| Theory Financial LLC | 1.37% | Add +3.0% | 30,741 | $3.3M |
| Detalus Advisors, LLC | 1.08% | Add +5.2% | 30,737 | $3.3M |
| Caldwell Trust Co | 0.34% | Add +38.4% | 30,730 | $3.3M |
| Leeward Financial Partners, LLC | 1.17% | Add +3.6% | 30,665 | $3.3M |
| Apollon Financial, LLC | 0.81% | Add +150.9% | 30,579 | $3.3M |
| Gutierrez Wealth Advisory, LLC | 2.68% | — | 30,507 | $3.3M |
| SteelPeak Wealth, LLC | 0.13% | Add +2.8% | 30,493 | $3.2M |
| Physician Wealth Solutions Inc. | 1.61% | Add +1.5% | 30,220 | $3.2M |
| Baker Avenue Asset Management, LP | 0.10% | Add +9.0% | 30,191 | $3.2M |
| Signal Tree Financial Partners LLC | 3.76% | — | 30,071 | $3.2M |
| Thrive Wealth Management, LLC | 0.58% | Add +3.6% | 30,055 | $3.2M |
| Tobias Financial Advisors, Inc. | 0.64% | Reduce -8.1% | 29,918 | $3.2M |
| MIdWestOne Financial Group, Inc. | 0.45% | Reduce -7.5% | 29,833 | $3.2M |
| Keybank National Association | 0.01% | Reduce -14.5% | 29,513 | $3.1M |
| Aletheian Wealth Advisors LLC | 1.84% | Add +32.4% | 29,244 | $3.1M |
| Patton Albertson Miller Group, LLC | 0.41% | Reduce -15.2% | 28,603 | $3.0M |
| CW Advisors, LLC | 0.04% | Add +13.4% | 28,543 | $3.0M |
| LGL Partners, LLC | 0.44% | Add +4.8% | 28,440 | $3.0M |
| Paladin Advisory Group, LLC | 2.31% | Add +2.8% | 28,327 | $3.0M |
| Westside Investment Management, Inc. | 0.64% | Add +23.7% | 28,312 | $3.0M |
| Verus Capital Partners, LLC | 0.29% | Add +4.4% | 28,297 | $3.0M |
| Stark Wealth Management LLC | 2.22% | — | 28,269 | $3.0M |
| Quantinno Capital Management LP | 0.03% | Add +1.4% | 27,812 | $3.0M |
| Factor Wealth Management LTD | 0.98% | — | 27,792 | $3.0M |
| Colton Groome Financial Advisors, LLC | 1.12% | Add +2.5% | 27,415 | $2.9M |
| IHT Wealth Management, LLC | 0.09% | Reduce -19.6% | 27,351 | $2.9M |
| Arcadia Wealth Management, LLC | 1.47% | Add +0.5% | 27,190 | $2.9M |
| White Lighthouse Investment Management Inc. | 0.51% | Add +4.5% | 27,140 | $2.9M |
| Brady Martz Wealth Solutions, LLC | 0.70% | — | 27,422 | $2.9M |
| Clifford Group, LLC | 2.20% | Reduce -26.7% | 27,079 | $2.9M |
| Cornerstone Wealth Management, LLC | 0.19% | Add +0.7% | 27,024 | $2.9M |
| Paulson Wealth Management Inc. | 0.78% | Reduce -5.7% | 26,828 | $2.9M |
| Sincerus Advisory, LLC | 3.06% | — | 26,788 | $2.9M |
| Wealth Alliance, LLC | 0.34% | Reduce -49.9% | 26,753 | $2.9M |
| Kwmg, LLC | 0.29% | Reduce -10.3% | 26,669 | $2.8M |
| Smallwood Wealth Investment Management, LLC | 1.96% | Reduce -4.7% | 26,637 | $2.8M |
| Vise Technologies, Inc. | 0.24% | Reduce -15.6% | 26,542 | $2.8M |
| Wedbush Securities Inc. | 0.10% | Add +13.7% | 26,539 | $2.8M |
| Sterling Investment Advisors, Ltd. | 0.68% | Reduce -13.2% | 26,490 | $2.8M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.08% | Add +161.4% | 26,425 | $2.8M |
| Americana Partners, LLC | 0.12% | Add +1023.9% | 26,412 | $2.8M |
| Insight Wealth Partners, LLC | 1.78% | Add +8.9% | 26,356 | $2.8M |
| Waller Financial Planning Group, Inc. | 0.71% | Add +3.8% | 26,269 | $2.8M |
| SWS Partners | 0.85% | Reduce -1.9% | 26,210 | $2.8M |
| Grey Fox Wealth Advisors, LLC | 0.77% | Add +9.7% | 26,196 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -72.9% | 26,026 | $2.8M |
| Foundations Investment Advisors, LLC | 0.05% | Add +36.6% | 25,915 | $2.8M |
| Investment Partners, LTD. | 1.13% | Reduce -16.4% | 25,812 | $2.8M |
| Accurate Wealth Management, LLC | 0.53% | Reduce -1.4% | 25,892 | $2.7M |
| Parallel Advisors, LLC | 0.06% | Reduce -27.7% | 25,677 | $2.7M |
| Cosner Financial Group, LLC | 1.73% | No change | 25,654 | $2.7M |
| Zions Bancorporation, N.A. | 0.17% | New | 25,630 | $2.7M |
| RCS Financial Planning, LLC | 1.45% | Add +86.9% | 25,620 | $2.7M |
| Graver Capital Management, LLC | 2.84% | — | 25,539 | $2.7M |
| Lowe Brockenbrough & Co. Inc. | 0.17% | Reduce -0.2% | 25,487 | $2.7M |
| Procyon Advisors, LLC | 0.17% | Reduce -7.6% | 25,276 | $2.7M |
| First International Bank & Trust | 0.87% | Reduce -2.0% | 25,261 | $2.7M |
| MCF Advisors LLC | 0.19% | Add +73.4% | 25,096 | $2.7M |
| Avid Wealth Partners LLC | 1.90% | Reduce -11.1% | 25,060 | $2.7M |
| Compass Capital Corp. /Ma/ | 1.04% | — | 25,117 | $2.7M |
| Stephenson & Company, Inc. | 1.78% | No change | 24,787 | $2.6M |
| Capital Management Associates, Inc | 0.99% | Add +16.1% | 24,734 | $2.6M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -2.1% | 24,695 | $2.6M |
| Investment Planning Advisors, Inc. | 1.14% | Add +12.2% | 24,504 | $2.6M |
| SigFig Wealth Management, LLC | 0.09% | Reduce -1.2% | 24,472 | $2.6M |
| Oak Wealth Advisors LLC | 2.00% | — | 24,351 | $2.6M |
| McNaughton Wealth Management, LLC | 1.22% | Add +17.3% | 23,851 | $2.5M |
| Cedar Point Capital Partners, LLC | 1.72% | Add +3.1% | 23,838 | $2.5M |
| United Bank | 0.30% | Add +46.8% | 23,583 | $2.5M |
| Level Four Advisory Services, LLC | 0.10% | Add +30.0% | 23,497 | $2.5M |
| Florin Court Capital LLP | 2.59% | Reduce -22.8% | 23,400 | $2.5M |
| Hoge Financial Services, LLC | 1.82% | Reduce -2.6% | 23,264 | $2.5M |
| Sterling Financial Planning, Inc. | 0.91% | Add +33.4% | 23,239 | $2.5M |
| Wayfinding Financial, LLC | 1.32% | Add +11.9% | 23,214 | $2.5M |
| James Investment Research, Inc. | 0.29% | Add +2.0% | 23,180 | $2.5M |
| Client First Capital LLC | 1.26% | Add +0.0% | 23,079 | $2.5M |
| Forte Asset Management LLC | 1.30% | Reduce -8.5% | 23,062 | $2.5M |
| Garden State Investment Advisory Services LLC | 0.75% | Add +1.3% | 22,941 | $2.4M |
| PrairieView Partners, LLC | 0.26% | Add +90.6% | 22,945 | $2.4M |
| Sharkey, Howes & Javer | 0.34% | Add +27.3% | 22,819 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +4.9% | 22,767 | $2.4M |
| Fidelity D & D Bancorp Inc. | 1.61% | Add +205.3% | 22,736 | $2.4M |
| Alhambra Investment Management LLC | 1.24% | Reduce -9.7% | 22,689 | $2.4M |
| Madison Wealth Partners, Inc | 0.67% | Reduce -8.9% | 22,650 | $2.4M |
| LifeWealth Investments, LLC | 1.60% | — | 22,635 | $2.4M |
| Riversedge Advisors, LLC | 0.54% | Add +3.8% | 22,618 | $2.4M |
| Beaumont Financial Advisors, LLC | 0.18% | Add +6.8% | 22,515 | $2.4M |
| Steel Grove Capital Advisors, LLC | 0.34% | Reduce -15.7% | 22,493 | $2.4M |
| Venturi Wealth Management, LLC | 0.12% | Reduce -3.4% | 22,436 | $2.4M |
| Mutual Advisors, LLC | 0.07% | Reduce -13.4% | 22,269 | $2.4M |
| Advisory Resource Group | 0.50% | Add +15.8% | 21,977 | $2.3M |
| Jacobson & Schmitt Advisors, LLC | 0.45% | Reduce -29.6% | 21,944 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +4.5% | 21,871 | $2.3M |
| Harbour Investments, Inc. | 0.07% | Add +2.0% | 21,864 | $2.3M |
| Narus Financial Partners, LLC | 0.79% | Add +33.0% | 21,831 | $2.3M |
| Maia Wealth LLC | 0.50% | Add +8.6% | 21,638 | $2.3M |
| Synergy Investment Management, LLC | 0.99% | — | 21,593 | $2.3M |
| Strive Asset Management, LLC | 1.71% | — | 21,426 | $2.3M |
| Nicolet Bankshares Inc. | 0.45% | Add +265.4% | 21,413 | $2.3M |
| Cypress Wealth Services, LLC | 0.45% | Reduce -6.2% | 21,204 | $2.3M |
| Money Concepts Capital Corp. | 0.17% | Reduce -2.3% | 21,138 | $2.3M |
| Maridea Wealth Management LLC | 0.73% | — | 21,124 | $2.3M |
| Summit Wealth Group, LLC | 0.65% | No change | 21,047 | $2.2M |
| Grand Wealth Management, LLC | 1.24% | Add +25.3% | 20,813 | $2.2M |
| Fifth Third Securities, Inc. | 0.19% | Add +2.7% | 20,783 | $2.2M |
| Bowman & Co S.C. | 1.14% | New | 20,677 | $2.2M |
| Plum Street Advisors, LLC | 1.09% | Reduce -0.7% | 20,630 | $2.2M |
| Philadelphia Trust Co. | 0.16% | No change | 20,554 | $2.2M |
| James J. Burns & Company, LLC | 0.38% | Reduce -20.4% | 20,538 | $2.2M |
| Stock Yards Bank & Trust Co. | 0.07% | Add +68.1% | 20,517 | $2.2M |
| Triad Wealth Partners, LLC | 0.78% | Add +3.9% | 20,393 | $2.2M |
| Brown Brothers Harriman & Co. | 0.02% | Add +3.2% | 20,359 | $2.2M |
| SOL Capital Management CO | 0.24% | Add +10.4% | 20,337 | $2.2M |
| Ibex Wealth Advisors | 0.25% | New | 20,305 | $2.2M |
| Cambridge Capital Management, LLC | 1.38% | Reduce -7.3% | 20,284 | $2.2M |
| Juncture Wealth Strategies, LLC | 0.80% | Reduce -21.5% | 20,169 | $2.1M |
| Strategies Wealth Advisors, LLC | 0.27% | Reduce -22.9% | 20,085 | $2.1M |
| TPG Advisors LLC | 1.67% | Reduce -10.0% | 20,104 | $2.1M |
| Retirement Wealth Solutions LLC | 1.81% | — | 20,249 | $2.1M |
| Visionary Wealth Advisors | 0.13% | Add +1.1% | 20,068 | $2.1M |
| Jefferies Financial Group Inc. | 0.02% | No change | 20,000 | $2.1M |
| EPIQ Capital Group, LLC | 0.55% | Add +0.2% | 19,846 | $2.1M |
| EverSource Wealth Advisors, LLC | 0.12% | Reduce -3.9% | 19,802 | $2.1M |
| Breakwater Capital Group | 0.42% | Reduce -24.8% | 19,770 | $2.1M |
| Acima Private Wealth, LLC | 0.70% | Add +6.4% | 19,590 | $2.1M |
| Safir Wealth Advisors, LLC | 1.61% | Reduce -2.2% | 19,579 | $2.1M |
| Flagship Harbor Advisors, LLC | 0.11% | Add +30.5% | 19,529 | $2.1M |
| Ethos Financial Group, LLC | 0.27% | Add +354.7% | 19,522 | $2.1M |
| Capstone Financial Advisors, Inc. | 0.13% | Reduce -1.5% | 19,411 | $2.1M |
| Redwood Investment Management, LLC | 0.20% | Add +10.2% | 18,938 | $2.0M |
| Kings Path Partners LLC | 0.85% | Reduce -1.5% | 18,786 | $2.0M |
| Forefront Wealth Partners, LLC | 1.49% | — | 18,711 | $2.0M |
| Clark Capital Management Group, Inc. | 0.01% | New | 18,477 | $2.0M |
| Appleton Partners Inc. | 0.15% | Add +352.8% | 18,465 | $2.0M |
| Sax Wealth Advisors, LLC | 0.15% | Add +7.5% | 18,450 | $2.0M |
| Financial Strategies Group, Inc. | 0.47% | Add +3.6% | 18,596 | $2.0M |
| Hamilton Wealth, LLC | 0.47% | Reduce -27.1% | 18,397 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.17% | Reduce -1.1% | 18,351 | $2.0M |
| Keystone Wealth Services, LLC | 0.52% | Reduce -7.3% | 18,315 | $2.0M |
| Checchi Capital Advisers, LLC | 0.15% | No change | 18,294 | $1.9M |
| Nwam LLC | 0.12% | Reduce -2.1% | 18,274 | $1.9M |
| Patten Group, Inc. | 0.43% | Reduce -4.7% | 18,265 | $1.9M |
| FC Advisory LLC | 0.65% | Add +7.7% | 18,247 | $1.9M |
| First Foundation Advisors | 0.07% | Reduce -17.6% | 18,168 | $1.9M |
| Columbia Bank | 0.67% | Add +22.1% | 18,269 | $1.9M |
| Main Street Financial Solutions, LLC | 0.19% | Add +1.2% | 17,957 | $1.9M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Add +5.8% | 17,853 | $1.9M |
| CoreCap Advisors, LLC | 0.09% | Add +122.3% | 17,826 | $1.9M |
| Lansing Street Advisors | 0.66% | Add +14.4% | 17,800 | $1.9M |
| Scissortail Wealth Management, LLC | 0.48% | Add +35714.3% | 17,549 | $1.9M |
| Morningstar Investment Services LLC | 0.17% | Reduce -90.3% | 17,491 | $1.9M |
| LJI Wealth Management, LLC | 0.36% | Add +26.7% | 17,351 | $1.8M |
| Abound Wealth Management | 0.59% | Add +9.3% | 17,338 | $1.8M |
| IFG Advisory, LLC | 0.10% | Add +5.8% | 17,325 | $1.8M |
| Pinnacle Financial Partners Inc | 0.04% | No change | 16,918 | $1.8M |
| Crumly & Associates Inc. | 0.50% | Add +1.4% | 17,210 | $1.8M |
| Stephen J. Garry & Associates, LLC | 1.69% | Add +325.9% | 17,175 | $1.8M |
| Founders Grove Wealth Partners, LLC | 0.53% | — | 17,094 | $1.8M |
| Professional Financial Advisors, LLC | 0.47% | Add +13.2% | 17,079 | $1.8M |
| Liberty Capital Management, Inc. | 0.40% | Reduce -3.1% | 16,924 | $1.8M |
| Cannon Advisors, Inc. | 1.53% | Reduce -0.4% | 16,852 | $1.8M |
| Bernardo Wealth Planning LLC | 0.43% | Reduce -12.7% | 16,954 | $1.8M |
| TruNorth Capital Management, LLC | 0.49% | Add +21.6% | 16,746 | $1.8M |
| Stokes Family Office, LLC | 0.19% | Reduce -12.1% | 16,737 | $1.8M |
| Cornerstone Wealth Group, LLC | 0.15% | Add +18.3% | 16,711 | $1.8M |
| FAS Wealth Partners, Inc. | 0.15% | Add +0.6% | 16,641 | $1.8M |
| Capital Investment Advisors, LLC | 0.04% | Add +0.1% | 16,608 | $1.8M |
| Mill Creek Capital Advisors, LLC | 0.04% | Add +0.2% | 16,463 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | Add +21.6% | 16,377 | $1.7M |
| TBH Global Asset Management, LLC | 0.41% | Reduce -17.3% | 16,366 | $1.7M |
| Sage Financial Management Group, Inc. | 0.65% | Reduce -1.9% | 16,345 | $1.7M |
| Francis Financial, Inc. | 0.44% | Add +32.0% | 16,345 | $1.7M |
| Dorsey & Whitney Trust CO LLC | 0.10% | Reduce -18.9% | 16,266 | $1.7M |
| Howard Bailey Securities, LLC | 0.64% | Add +7.6% | 16,258 | $1.7M |
| Independent Financial Group, LLC | 0.06% | Reduce -6.1% | 16,161 | $1.7M |
| Strategic Wealth Investment Group, LLC | 0.10% | New | 4,259 | $1.7M |
| Spinnaker Trust | 0.11% | No change | 16,041 | $1.7M |
| Seascape Capital Management | 0.59% | Add +3.2% | 15,984 | $1.7M |
| White & Co Financial Planning Inc | 1.44% | — | 15,977 | $1.7M |
| TSA Wealth Managment LLC | 0.69% | Add +1.6% | 15,945 | $1.7M |
| Diversify Advisory Services, LLC | 0.09% | Reduce -17.6% | 16,049 | $1.7M |
| Western Wealth Management, LLC | 0.09% | Add +32.6% | 15,845 | $1.7M |
| United Community Bank | 0.66% | Reduce -9.4% | 15,826 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +0.3% | 15,763 | $1.7M |
| Greenspring Advisors, LLC | 0.37% | Reduce -13.8% | 15,723 | $1.7M |
| Keyvantage Wealth, LLC | 1.19% | — | 15,631 | $1.7M |
| Saxony Capital Management, LLC | 1.46% | New | 15,569 | $1.7M |
| ABLE Financial Group, LLC | 0.49% | Reduce -15.6% | 15,540 | $1.7M |
| Windward Private Wealth Management Inc. | 0.64% | No change | 15,526 | $1.7M |
| Tortoise Investment Management, LLC | 0.17% | Add +0.8% | 15,523 | $1.7M |
| Trivium Point Advisory, LLC | 0.21% | Add +55.9% | 15,406 | $1.6M |
| IFG Advisors, LLC | 0.33% | Add +10.7% | 15,365 | $1.6M |
| New Century Financial Group, LLC | 0.70% | Add +1.0% | 15,360 | $1.6M |
| Affiance Financial, LLC | 0.39% | New | 15,361 | $1.6M |
| Park Place Capital Corp | 0.46% | Reduce -12.3% | 15,342 | $1.6M |
| LifePlan Investment Advisors, Inc. | 1.01% | Add +13.7% | 15,315 | $1.6M |
| Capasso Planning Partners LLC | 0.65% | Reduce -28.1% | 15,306 | $1.6M |
| Arkadios Wealth Advisors | 0.09% | Add +21.6% | 15,303 | $1.6M |
| Davis Wealth Advisors, LLC | 1.79% | — | 15,269 | $1.6M |
| Running Point Capital Advisors, LLC | 0.56% | Reduce -9.2% | 15,257 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +68.1% | 15,249 | $1.6M |
| First National Bank of Mount Dora, Trust Investment Services | 0.38% | Add +10.4% | 15,229 | $1.6M |
| Jacobi Capital Management LLC | 0.12% | Reduce -1.3% | 15,222 | $1.6M |
| Myecfo, LLC | 0.87% | Reduce -12.8% | 15,213 | $1.6M |
| Dean Investment Associates, LLC | 0.23% | Reduce -0.3% | 15,204 | $1.6M |
| StoneX Group Inc. | 0.09% | Add +29.8% | 15,168 | $1.6M |
| Croban | 1.58% | — | 15,140 | $1.6M |
| ForthRight Wealth Management, LLC | 0.54% | Reduce -6.2% | 15,107 | $1.6M |
| Meritage Portfolio Management | 0.10% | Reduce -2.4% | 15,091 | $1.6M |
| Crabel Capital Management, LLC | 5.22% | Reduce -44.0% | 15,081 | $1.6M |
| Wealthstar Advisors, LLC | 0.70% | — | 15,045 | $1.6M |
| IFP Advisors, Inc | 0.05% | Add +27.4% | 15,038 | $1.6M |
| Cypress Capital Group | 0.20% | Reduce -36.9% | 15,010 | $1.6M |
| OneAscent Financial Services LLC | 0.14% | New | 14,990 | $1.6M |
| Proquility Private Wealth Partners, LLC | 0.51% | New | 14,964 | $1.6M |
| Central Pacific Bank - Trust Division | 0.22% | Add +19.2% | 14,963 | $1.6M |
| Archford Capital Strategies, LLC | 0.24% | Add +15.6% | 14,929 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | Add +10.9% | 14,896 | $1.6M |
| Legacy Edge Advisors, LLC | 0.25% | Add +1.1% | 14,865 | $1.6M |
| SeaBridge Investment Advisors LLC | 0.33% | New | 14,828 | $1.6M |
| Motley Fool Wealth Management, LLC | 0.08% | New | 14,841 | $1.6M |
| Guardian Wealth Advisors, LLC / NC | 0.12% | Add +528.6% | 14,640 | $1.6M |
| SMART Wealth LLC | 0.55% | Add +41.7% | 14,593 | $1.6M |
| Etesian Wealth Advisors, Inc. | 0.69% | Reduce -27.4% | 14,537 | $1.5M |
| Elevation Point Wealth Partners, LLC | 0.12% | Add +63.2% | 14,477 | $1.5M |
| Canvas Wealth Advisors, LLC | 0.39% | Add +11.1% | 14,433 | $1.5M |
| Aspen Wealth Management LLC | 0.45% | Reduce -4.4% | 14,380 | $1.5M |
| Robinson Smith Wealth Advisors LLC | 1.30% | Reduce -14.5% | 14,375 | $1.5M |
| Gen-Wealth Partners Inc | 0.65% | Add +7.8% | 14,275 | $1.5M |
| Advyzon Investment Management, LLC | 0.59% | — | 14,247 | $1.5M |
| Lineweaver Wealth Advisors, LLC | 0.28% | Add +9.0% | 14,191 | $1.5M |
| ProVise Management Group, LLC | 0.13% | Reduce -39.9% | 14,123 | $1.5M |
| FLP Wealth Management, LLC | 3.84% | — | 14,092 | $1.5M |
| Consilio Wealth Advisors, LLC | 0.61% | Add +6.1% | 14,007 | $1.5M |
| Chesapeake Capital Corp. | 1.51% | Reduce -0.5% | 13,985 | $1.5M |
| Tidal Investments LLC | 0.01% | Reduce -0.5% | 13,985 | $1.5M |
| Meridian Wealth Management, LLC | 0.07% | Add +3.1% | 13,958 | $1.5M |
| Sonata Capital Group Inc. | 0.62% | Add +5.8% | 13,944 | $1.5M |
| Pinney & Scofield, Inc. | 1.12% | — | 13,830 | $1.5M |
| Rooted Wealth Advisors, Inc. | 0.57% | Reduce -2.4% | 13,656 | $1.5M |
| Everhart Financial Group, Inc. | 0.30% | Reduce -0.0% | 13,484 | $1.4M |
| Claro Advisors Inc. | 0.19% | Reduce -3.4% | 13,460 | $1.4M |
| Lodestar Private Asset Management LLC | 0.18% | Reduce -5.7% | 13,312 | $1.4M |
| Tsfg, LLC | 0.29% | Add +2.6% | 13,302 | $1.4M |
| Petra Financial Advisors Inc. | 0.96% | Add +4.6% | 13,280 | $1.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +172.5% | 13,272 | $1.4M |
| Spectrum Wealth Counsel, LLC | 0.17% | Add +2.0% | 13,263 | $1.4M |
| Annex Advisory Services, LLC | 0.04% | Add +34.6% | 13,260 | $1.4M |
| LifeGoal Investments, LLC | 1.53% | — | 13,214 | $1.4M |
| Bond & Devick Financial Network, Inc. | 0.60% | No change | 12,820 | $1.4M |
| Horan Securities, Inc. | 0.53% | Add +2.4% | 13,058 | $1.4M |
| PFG Advisors | 0.09% | Reduce -9.4% | 13,054 | $1.4M |
| Advisory Alpha, LLC | 0.05% | Add +14.9% | 13,046 | $1.4M |
| Simplicity Wealth,LLC | 0.29% | Reduce -82.7% | 13,023 | $1.4M |
| Walleye Trading LLC | 0.03% | New | 13,000 | $1.4M |
| Retirement Capital Strategies | 0.52% | No change | 12,818 | $1.4M |
| Rockbridge Investment Management, LCC | 0.17% | Add +0.6% | 12,816 | $1.4M |
| Financial Partners Group, Inc | 0.20% | Add +1.1% | 12,756 | $1.4M |
| Apex Wealth Management, LLC | 1.17% | — | 12,753 | $1.4M |
| Cambria Investment Management, L.P. | 0.08% | Add +1.4% | 12,685 | $1.4M |
| Journey Beyond Wealth, LLC | 1.27% | — | 12,680 | $1.4M |
| Note Advisors, LLC | 1.19% | — | 12,620 | $1.3M |
| First National Bank Sioux Falls | 0.57% | No change | 12,551 | $1.3M |
| Cooksen Wealth, LLC | 1.23% | Add +11.1% | 12,535 | $1.3M |
| Eagle Global Advisors LLC | 0.05% | No change | 12,535 | $1.3M |
| DORVAL Corp | 0.53% | Add +4.2% | 12,517 | $1.3M |
| Ascentis Wealth Management, LLC | 0.47% | Add +18.1% | 12,495 | $1.3M |
| MorganRosel Wealth Management, LLC | 0.44% | Reduce -15.5% | 12,473 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -17.7% | 12,413 | $1.3M |
| Collective Family Office LLC | 0.36% | Reduce -17.0% | 12,362 | $1.3M |
| Marshall Financial Group Inc. | 0.40% | Add +43.4% | 12,274 | $1.3M |
| Elmwood Wealth Management, Inc. | 0.53% | No change | 12,270 | $1.3M |
| WCG Wealth Advisors LLC | 0.09% | Add +14.0% | 12,261 | $1.3M |
| Spinnaker Investment Group, LLC | 0.31% | Reduce -24.5% | 12,245 | $1.3M |
| Hurlow Wealth Management Group, Inc. | 0.40% | Reduce -2.0% | 12,075 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Add +31.0% | 11,981 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -9.3% | 11,894 | $1.3M |
| Private Portfolio Partners LLC | 0.23% | Add +0.6% | 11,893 | $1.3M |
| Guidance Capital, Inc. | 0.39% | New | 11,896 | $1.3M |
| Cahill Financial Advisors Inc. | 0.17% | Add +13.2% | 11,818 | $1.3M |
| Stone Summit Wealth LLC | 0.42% | Reduce -0.4% | 11,816 | $1.3M |
| Haven Private, LLC | 0.70% | — | 11,765 | $1.3M |
| Arrow Financial Corp | 0.12% | Reduce -10.2% | 11,733 | $1.3M |
| Yardley Wealth Management LLC | 0.60% | Reduce -0.4% | 11,663 | $1.2M |
| Journey Strategic Wealth LLC | 0.05% | Add +45.6% | 11,661 | $1.2M |
| Aegis Wealth Management LLC | 0.83% | — | 11,575 | $1.2M |
| JNBA Financial Advisors | 0.13% | No change | 11,498 | $1.2M |
| Greenup Street Wealth Management LLC | 0.24% | Reduce -5.3% | 11,469 | $1.2M |
| TFB Advisors LLC | 0.35% | Add +3.5% | 11,422 | $1.2M |
| KMG Fiduciary Partners, LLC | 0.10% | Add +2.8% | 11,419 | $1.2M |
| Olde Wealth Management, LLC | 0.43% | No change | 11,357 | $1.2M |
| Sepio Capital, LP | 0.10% | No change | 11,348 | $1.2M |
| Almanack Investment Partners, LLC. | 0.19% | Reduce -4.2% | 11,302 | $1.2M |
| Apexium Financial, LP | 0.07% | Add +1.8% | 11,288 | $1.2M |
| Roundview Capital LLC | 0.08% | No change | 11,211 | $1.2M |
| BIP Wealth, LLC | 0.08% | Add +3.8% | 11,135 | $1.2M |
| Invst, LLC | 0.14% | Add +8.5% | 11,067 | $1.2M |
| ARS Wealth Advisors Group, LLC | 0.16% | Add +22.2% | 11,022 | $1.2M |
| City National Bank of Florida | 1.07% | — | 10,982 | $1.2M |
| Oarsman Capital, Inc. | 0.20% | Add +2.2% | 10,978 | $1.2M |
| Compass Financial Group, Inc. | 0.56% | Add +0.1% | 10,972 | $1.2M |
| AQR Capital Management | 0.00% | Add +5.0% | 10,963 | $1.2M |
| Wealthcare Capital Partners, LLC | 0.61% | — | 10,956 | $1.2M |
| Godshalk Welsh Capital Management, Inc. | 0.75% | Add +22.1% | 10,925 | $1.2M |
| Carl P. Sherr & Co., LLC | 0.60% | Reduce -27.5% | 10,796 | $1.2M |
| Bristlecone Advisors, LLC | 0.09% | Add +9.4% | 10,690 | $1.1M |
| Certus Wealth Management, LLC | 0.76% | Add +59.6% | 10,672 | $1.1M |
| North Forty Two & Co. | 1.31% | — | 10,681 | $1.1M |
| Cornerstone Investment Partners, LLC | 0.06% | Add +6.7% | 10,570 | $1.1M |
| Confluence Investment Management LLC | 0.02% | Reduce -47.5% | 10,501 | $1.1M |
| Sowa Financial Group, Inc. | 0.70% | New | 10,474 | $1.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.23% | Add +18.7% | 10,472 | $1.1M |
| Mosaic Advisors LLC | 1.30% | Reduce -96.5% | 10,418 | $1.1M |
| Forza Wealth Management, LLC | 0.50% | No change | 10,400 | $1.1M |
| Graves Light Lenhart Wealth, Inc. | 0.14% | No change | 10,388 | $1.1M |
| LongView Wealth Management | 0.34% | Add +6.2% | 10,367 | $1.1M |
| Flagship Private Wealth, LLC | 0.53% | Reduce -7.3% | 10,343 | $1.1M |
| Fairview Capital Investment Management, LLC | 0.06% | Reduce -79.5% | 10,325 | $1.1M |
| Renasant Bank | 0.71% | No change | 10,298 | $1.1M |
| TCV Trust & Wealth Management, Inc. | 0.10% | Add +12.2% | 10,227 | $1.1M |
| Whittier Trust Co. | 0.01% | Add +10.7% | 10,214 | $1.1M |
| Spire Wealth Management | 0.03% | Reduce -12.1% | 10,210 | $1.1M |
| Delta Financial Group, Inc. | 0.25% | New | 10,181 | $1.1M |
| Brucke Financial, Inc. | 0.93% | — | 10,167 | $1.1M |
| Cary Street Partners Financial LLC | 0.04% | — | 10,159 | $1.1M |
| Verdence Capital Advisors LLC | 0.09% | Reduce -6.6% | 10,147 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -11.5% | 10,139 | $1.1M |
| HTLF Bank | 0.12% | No change | 10,113 | $1.1M |
| Stonebridge Capital Advisors LLC | 0.09% | Reduce -0.6% | 10,078 | $1.1M |
| Sheets Smith Wealth Management | 0.13% | No change | 10,037 | $1.1M |
| Vertex Planning Partners, LLC | 0.24% | Add +18.3% | 10,013 | $1.1M |
| Hunter Associates Investment Management LLC | 0.16% | No change | 10,000 | $1.1M |
| Webster Bank, N. A. | 0.11% | No change | 10,000 | $1.1M |
| Advisor OS, LLC | 0.12% | New | 9,986 | $1.1M |
| Breakwater Investment Management | 0.45% | Add +94.5% | 9,973 | $1.1M |
| Fairhaven Wealth Management, LLC | 0.33% | Reduce -0.4% | 9,939 | $1.1M |
| Cherry Tree Wealth Management, LLC | 0.26% | No change | 9,916 | $1.1M |
| C M Bidwell & Associates Ltd. | 0.63% | No change | 9,796 | $1.0M |
| Syntegra Private Wealth Group, LLC | 0.12% | Reduce -17.2% | 9,771 | $1.0M |
| Exchange Capital Management, Inc. | 0.17% | Reduce -9.4% | 9,760 | $1.0M |
| Romano Brothers and Company | 0.13% | No change | 9,750 | $1.0M |
| Shared Vision Wealth Group LLC | 0.54% | Add +8.5% | 9,608 | $1.0M |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -1.5% | 9,608 | $1.0M |
| Schmidt P J Investment Management Inc. | 0.18% | Add +15.8% | 9,576 | $1.0M |
| Capital Advisors, Ltd. LLC | 0.13% | Add +0.1% | 9,547 | $1.0M |
| Redhawk Wealth Advisors, Inc. | 0.14% | Add +20.6% | 9,540 | $1.0M |
| Magnus Financial Group LLC | 0.10% | Add +4.0% | 9,516 | $1.0M |
| WPG Advisers, LLC | 0.94% | — | 9,463 | $1.0M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.06% | No change | 9,437 | $1.0M |
| Efficient Advisors, LLC | 0.06% | Reduce -9.2% | 9,405 | $1.0M |
| Laurel Wealth Advisors LLC | 0.16% | Add +3.3% | 9,382 | $1000K |
| Bangor Savings Bank | 0.09% | Add +5.2% | 9,374 | $999K |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.5% | 9,370 | $998K |
| Glenview Trust Co | 0.02% | Reduce -2.3% | 9,360 | $997K |
| Investor's Fiduciary Advisor Network, LLC | 0.38% | — | 9,359 | $997K |
| Voisard Asset Management Group, Inc. | 0.33% | Add +297.8% | 9,336 | $995K |
| Code Waechter LLC | 0.87% | No change | 9,324 | $993K |
| Elios Financial Group Inc. | 0.47% | Reduce -10.6% | 9,295 | $990K |
| HBK Sorce Advisory LLC | 0.03% | Add +18.9% | 9,287 | $990K |
| MainStreet Investment Advisors LLC | 0.14% | Add +11.7% | 9,245 | $985K |
| SIMA Wealth Partners, LLC | 0.83% | Add +0.0% | 9,188 | $979K |
| Family Capital Management, Inc. | 0.59% | Add +14.6% | 9,147 | $975K |
| Howard Capital Management, LLC | 0.02% | Reduce -1.3% | 9,095 | $969K |
| Cyr Financial Inc. | 0.88% | Add +6.3% | 9,082 | $968K |
| Private Client Services, LLC | 0.52% | Reduce -8.3% | 9,071 | $967K |
| Elyxium Wealth, LLC | 0.59% | Add +11.4% | 9,071 | $966K |
| Bordeaux Wealth Advisors LLC | 0.15% | Add +0.9% | 9,022 | $961K |
| Nilsine Partners, LLC | 0.10% | Reduce -6.6% | 9,007 | $960K |
| Gray Private Wealth, LLC | 0.57% | Add +0.1% | 8,986 | $957K |
| Smith Thornton Advisors LLC | 0.60% | No change | 8,925 | $951K |
| Wakefield Asset Management LLLP | 0.32% | Add +0.5% | 8,917 | $950K |
| 4J Wealth Management LLC | 0.77% | Reduce -7.7% | 8,916 | $950K |
| Pinnacle Bancorp, Inc. | 0.31% | Reduce -20.6% | 8,894 | $948K |
| Greykasell Wealth Strategies, Inc. | 0.52% | — | 8,864 | $945K |
| Ehrlich Financial Group | 0.67% | Add +3.7% | 8,847 | $943K |
| Qube Research & Technologies Ltd | 0.00% | Add +33.9% | 8,840 | $942K |
| Afg Fiduciary Services Limited Partnership | 0.67% | Add +0.8% | 8,887 | $941K |
| Wealth Management Nebraska | 0.15% | — | 8,795 | $937K |
| Duncker Streett & Co. Inc. | 0.17% | Reduce -26.6% | 8,795 | $937K |
| Donaldson Capital Management, LLC | 0.04% | Add +3.1% | 8,773 | $935K |
| Neuberger Berman Group LLC | 0.00% | Add +10.6% | 8,732 | $930K |
| Wingate Wealth Advisors, Inc. | 0.91% | — | 8,716 | $929K |
| Root Financial Partners, LLC | 0.11% | Add +160.6% | 8,652 | $922K |
| Twele Capital Management, Inc. | 0.19% | Add +3.6% | 8,577 | $914K |
| Ballentine Partners, LLC | 0.02% | New | 8,532 | $909K |
| Financial Freedom, LLC | 0.48% | Reduce -2.0% | 8,532 | $909K |
| Rogco, LP | 0.37% | Reduce -3.5% | 8,509 | $907K |
| Leisure Capital Management | 0.36% | New | 8,509 | $907K |
| Parkside Financial Bank & Trust | 0.12% | Add +83.6% | 8,458 | $901K |
| Paces Ferry Wealth Advisors, LLC | 0.44% | Reduce -2.2% | 8,431 | $898K |
| Arrien Investments, Inc. | 0.64% | Reduce -19.6% | 8,418 | $898K |
| W.H. Cornerstone Investments Inc. | 0.60% | Add +5.2% | 8,378 | $893K |
| Gould Asset Management LLC | 0.19% | Add +18.8% | 8,360 | $891K |
| Certified Advisory Corp | 0.10% | Add +0.2% | 8,352 | $890K |
| Keel Point, LLC | 0.07% | Add +2.1% | 8,341 | $889K |
| Kintra Wealth, LLC | 0.62% | Reduce -32.8% | 8,316 | $886K |
| Crews Bank & Trust | 0.15% | — | 8,300 | $884K |
| TFC Financial Management, Inc. | 0.14% | New | 8,268 | $881K |
| DecisionMap Wealth Management, LLC | 0.70% | — | 8,263 | $880K |
| Spectrum Investment Advisors, Inc. | 0.59% | Reduce -1.1% | 8,247 | $879K |
| AIFG Consultants Ltd. | 1.43% | Reduce -75.7% | 8,247 | $879K |
| W Advisors, LLC | 0.54% | Reduce -14.1% | 8,231 | $877K |
| Physician Wealth Advisors, Inc. | 0.15% | Reduce -18.1% | 8,217 | $876K |
| L.K. Benson & Company, P.C. | 0.62% | — | 8,200 | $874K |
| Veltria Advisors Corp. | 0.36% | Reduce -0.9% | 8,155 | $869K |
| GeoWealth Management, LLC | 0.03% | Add +61.2% | 8,138 | $867K |
| Midwest Financial Group LLC | 0.50% | Add +0.5% | 8,130 | $866K |
| Allen Capital Group, LLC | 0.11% | Reduce -10.7% | 8,112 | $864K |
| Freedom Investment Management, Inc. | 0.07% | Add +5.9% | 8,103 | $863K |
| Members Trust Co | 0.03% | No change | 8,071 | $860K |
| First Manhattan Co. Llc. | 0.00% | New | 8,029 | $855K |
| Edgemoor Investment Advisors, Inc. | 0.08% | Reduce -15.3% | 7,963 | $848K |
| Aspen Wealth Strategies, LLC | 0.54% | Add +4.3% | 7,957 | $848K |
| Williams & Novak, LLC | 0.82% | Add +1.9% | 7,937 | $846K |
| Lion Street Advisors, LLC | 0.27% | Reduce -0.7% | 7,903 | $842K |
| Aveo Capital Partners, LLC | 0.09% | Reduce -39.7% | 7,859 | $837K |
| Berkshire Asset Management LLC | 0.04% | No change | 7,872 | $837K |
| Smith Anglin Financial, LLC | 0.08% | Add +20.9% | 7,829 | $834K |
| First Trust Advisors LP | 0.00% | Add +45.8% | 7,779 | $829K |
| Capital Investment Advisory Services, LLC | 0.08% | Reduce -23.1% | 7,704 | $821K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Reduce -5.3% | 7,659 | $816K |
| Altus Wealth Management, LLC | 0.36% | Add +96.7% | 7,640 | $814K |
| Modern Wealth Management, LLC | 0.03% | Add +42.0% | 7,609 | $811K |
| Armstrong Advisory Group, Inc. | 0.06% | Reduce -2.7% | 7,604 | $810K |
| Goodwin Investment Advisory | 0.42% | Add +48.3% | 7,601 | $810K |
| Aldebaran Financial Inc. | 0.95% | New | 7,597 | $810K |
| Eley Financial Management, Inc | 0.32% | Reduce -2.9% | 7,597 | $809K |
| B.O.S.S. Retirement Advisors, LLC | 0.23% | Add +275.8% | 7,588 | $808K |
| Merriman Wealth Management, LLC | 0.03% | Add +212.4% | 7,556 | $805K |
| FF Advisors,LLC | 0.55% | Reduce -0.3% | 7,483 | $803K |
| Shotwell Rutter Baer Inc | 0.67% | No change | 7,571 | $800K |
| PFG Investments, LLC | 0.05% | Reduce -9.8% | 7,506 | $800K |
| Tennessee Valley Asset Management Partners | 0.13% | Add +0.4% | 7,491 | $798K |
| Accredited Investors Inc. | 0.05% | Reduce -2.1% | 7,471 | $796K |
| Country Club Bank | 0.05% | Reduce -0.7% | 7,455 | $795K |
| Continuum Advisory, LLC | 0.10% | Reduce -55.6% | 7,439 | $793K |
| Chatham Capital Group, Inc. | 0.13% | No change | 7,410 | $790K |
| PBMares Wealth Management LLC | 0.16% | New | 7,410 | $789K |
| Advocacy Wealth Management, LLC | 0.06% | No change | 7,397 | $788K |
| Ransom Advisory, Ltd | 0.36% | Add +12.3% | 7,384 | $787K |
| Sigma Investment Counselors Inc. | 0.05% | No change | 7,373 | $786K |
| Larson Financial Group LLC | 0.04% | Reduce -5.5% | 7,363 | $785K |
| GEM Asset Management, LLC | 0.44% | Add +0.4% | 7,332 | $781K |
| Peregrine Asset Advisers, Inc. | 0.29% | Reduce -37.3% | 7,327 | $781K |
| Strategic Investment Advisors / MI | 0.08% | Add +2.7% | 7,323 | $780K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -12.4% | 7,320 | $780K |
| Aspire Private Capital, LLC | 0.19% | Reduce -40.1% | 7,299 | $778K |
| TCP Asset Management, LLC | 0.17% | Add +0.3% | 7,276 | $775K |
| Wealth Alliance Advisory Group, LLC | 0.16% | No change | 7,243 | $772K |
| Independence Bank of Kentucky | 0.12% | Reduce -10.1% | 7,225 | $770K |
| Calamos Wealth Management LLC | 0.04% | Add +42.4% | 7,197 | $767K |
| High Net Worth Advisory Group LLC | 0.21% | Add +0.3% | 7,163 | $763K |
| Financial Sense Advisors, Inc. | 0.26% | Add +1.7% | 7,158 | $763K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.07% | Add +16.9% | 7,156 | $762K |
| Ballentine Capital Advisors, Inc | 0.39% | Reduce -14.6% | 7,123 | $759K |
| Soltis Investment Advisors LLC | 0.07% | Add +64.4% | 7,121 | $759K |
| Philip James Wealth Mangement, LLC | 0.10% | Reduce -2.3% | 7,107 | $757K |
| Mount Lucas Management LP | 0.26% | Add +3.0% | 7,099 | $756K |
| WBH Advisory Inc. | 0.07% | Reduce -11.7% | 7,060 | $752K |
| Radnor Capital Management, LLC | 0.12% | Reduce -14.5% | 7,000 | $746K |
| Argent Trust Co | 0.03% | Reduce -4.5% | 6,979 | $744K |
| Summit Financial Wealth Advisors, LLC | 0.15% | No change | 6,982 | $743K |
| Valtrion Capital Management, LLC | 1.57% | — | 6,920 | $737K |
| Gibbs Wealth Management | 0.20% | Add +133.1% | 6,918 | $737K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -30.0% | 6,883 | $733K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +0.3% | 6,854 | $730K |
| Chesapeake Wealth Management | 0.25% | Add +20.7% | 6,850 | $730K |
| Hobart Private Capital, LLC | 0.18% | New | 6,830 | $728K |
| Westshore Wealth, LLC | 0.30% | Add +12.3% | 6,826 | $727K |
| NTV Asset Management LLC | 0.10% | Reduce -26.8% | 6,816 | $726K |
| Eastern Bank | 0.01% | No change | 6,765 | $721K |
| West Financial Advisors, LLC | 0.14% | Add +0.1% | 6,718 | $716K |
| Altiora Financial Group, LLC | 0.15% | No change | 6,678 | $712K |
| Investments & Financial Planning, LLC | 0.44% | Add +0.2% | 6,674 | $711K |
| Winthrop Advisory Group LLC | 0.09% | Add +33.7% | 6,667 | $710K |
| Flaharty Asset Management, LLC | 0.10% | No change | 6,665 | $710K |
| Pinnacle Wealth Planning Services, Inc. | 0.11% | No change | 6,653 | $709K |
| HMS Capital Management, LLC | 0.34% | Add +32.2% | 6,591 | $702K |
| Cypress Financial Planning LLC | 0.26% | Add +76.2% | 6,538 | $697K |
| IFC Advisors LLC | 0.15% | — | 6,499 | $692K |
| Merkkuri Wealth Advisors LLC | 0.55% | Add +8.5% | 6,476 | $690K |
| Smith, Moore & Co. | 0.06% | Add +52.0% | 6,447 | $687K |
| Columbia River Financial Group, LLC | 0.47% | — | 6,381 | $679K |
| CFO4Life Group, LLC | 0.12% | Reduce -10.0% | 6,367 | $678K |
| Heritage Family Offices, LLP | 0.34% | Reduce -5.4% | 6,359 | $678K |
| Grandfield & Dodd, LLC | 0.04% | No change | 6,312 | $673K |
| Delta Wealth Advisors LLC | 0.63% | Add +91.2% | 6,259 | $667K |
| Wescott Financial Advisory Group, LLC | 0.07% | Add +0.7% | 6,232 | $664K |
| Ballast Advisors LLC | 0.20% | Add +5.9% | 6,199 | $661K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -8.9% | 6,146 | $655K |
| Barnes Wealth Management Group, Inc | 0.44% | — | 6,130 | $653K |
| Maple Capital Management, Inc. | 0.05% | Add +30.7% | 6,124 | $653K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.31% | Add +6.0% | 6,112 | $651K |
| Hiley Hunt Wealth Management | 0.36% | Add +83.2% | 6,111 | $651K |
| Capstone Capital LLC | 0.53% | No change | 6,110 | $651K |
| 1900 Wealth Management LLC | 0.05% | No change | 6,102 | $650K |
| First Hawaiian Bank | 0.02% | Add +27.2% | 6,060 | $646K |
| Sutton Place Investors LLC | 0.37% | Add +6.5% | 6,049 | $645K |
| Alta Wealth Advisors LLC | 0.28% | Add +6.6% | 6,024 | $642K |
| 1ST Source Bank | 0.04% | No change | 6,010 | $640K |
| Heritage Financial Services, LLC | 0.09% | Add +15.7% | 6,005 | $640K |
| Northwest Financial Advisors | 0.53% | Reduce -1.1% | 5,998 | $639K |
| Brasada Capital Management, LP | 0.11% | Add +145.1% | 6,056 | $639K |
| Cornerstone Financial Group, LLC | 0.62% | — | 5,929 | $632K |
| Swmg, LLC | 0.25% | Reduce -17.6% | 5,942 | $632K |
| Pure Portfolios Holdings LLC | 0.23% | Add +0.9% | 5,920 | $631K |
| Level Wealth Management LLC | 0.44% | — | 5,897 | $628K |
| Old National Bancorp | 0.01% | Reduce -1.5% | 5,880 | $627K |
| Ami Investment Management Inc. | 0.20% | Add +54.2% | 5,879 | $626K |
| RAM Investment Partners, LLC | 0.15% | Reduce -1.5% | 5,863 | $625K |
| Weaver Capital Management LLC | 0.18% | Add +68.3% | 5,859 | $624K |
| Bigelow Investment Advisors, LLC | 0.29% | Reduce -5.3% | 5,859 | $624K |
| Good Life Advisors, LLC | 0.05% | Reduce -50.7% | 5,821 | $620K |
| Copperleaf Capital, LLC | 0.39% | Add +6.8% | 5,817 | $620K |
| Elevate Wealth Advisory, Inc. | 0.46% | Add +2.1% | 5,792 | $617K |
| Jim Saulnier & Associates, LLC | 0.53% | Add +0.5% | 5,769 | $615K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | No change | 5,653 | $602K |
| Conscious Wealth Investments, LLC | 0.41% | Reduce -21.1% | 5,633 | $598K |
| Clark Asset Management, LLC | 0.11% | New | 5,604 | $597K |
| Lee Financial Co | 0.08% | Add +5.6% | 5,584 | $595K |
| Accel Wealth Management | 0.22% | Reduce -0.1% | 5,563 | $593K |
| Union Savings Bank | 0.29% | Add +41.2% | 5,562 | $593K |
| Smartleaf Asset Management LLC | 0.06% | Reduce -30.1% | 5,540 | $591K |
| Fairway Wealth LLC | 0.27% | Add +37.6% | 5,533 | $590K |
| Strategic Family Wealth Counselors, L.L.C. | 0.19% | Add +0.7% | 5,525 | $589K |
| Uptown Financial Advisors LLC | 0.63% | — | 5,518 | $588K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +24.2% | 5,482 | $584K |
| Kagan Cocozza Asset Management | 0.48% | — | 5,448 | $580K |
| Evolution Wealth Advisors, LLC | 0.10% | Add +9.8% | 5,433 | $579K |
| Future You Wealth LLC | 0.41% | — | 5,431 | $579K |
| First National Advisers, LLC | 0.09% | New | 5,416 | $577K |
| NBT Bank, N.A. | 0.04% | No change | 5,405 | $576K |
| Integris Wealth Management, LLC | 0.16% | Add +46.5% | 5,384 | $574K |
| Cadent Capital Advisors, LLC | 0.20% | Add +1.0% | 5,378 | $573K |
| Rock Point Advisors, LLC | 0.17% | New | 5,375 | $573K |
| Provenance Wealth Advisors, LLC | 0.07% | No change | 5,359 | $571K |
| Wealth Advisors of Iowa, LLC | 0.29% | Reduce -40.8% | 5,349 | $570K |
| Fidelis Capital Partners, LLC | 0.06% | Add +28.0% | 5,333 | $568K |
| Ameritas Advisory Services, LLC | 0.02% | Add +158.4% | 5,319 | $567K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -5.4% | 5,296 | $564K |
| Hexagon Capital Partners LLC | 0.10% | Reduce -0.5% | 5,253 | $560K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -14.4% | 5,249 | $559K |
| Wealth Group, Ltd. | 0.36% | Add +22.9% | 5,246 | $559K |
| Hilltop Holdings Inc. | 0.04% | Add +11.9% | 5,245 | $559K |
| Quadrant Private Wealth Management, LLC | 0.14% | Reduce -23.4% | 5,231 | $557K |
| Atlas Brown,Inc. | 0.19% | Add +11.2% | 5,226 | $557K |
| CVA Family Office, LLC | 0.09% | Add +20.1% | 5,225 | $557K |
| Vanguard Group Inc. | 0.00% | Reduce -56.3% | 5,213 | $555K |
| Values Added Financial LLC | 0.32% | No change | 5,159 | $550K |
| Baker Tilly Wealth Management, LLC | 0.22% | New | 5,159 | $550K |
| Gallacher Capital Management LLC | 0.27% | Add +43.8% | 5,157 | $549K |
| Newman Dignan & Sheerar, Inc. | 0.14% | Reduce -1.9% | 5,123 | $546K |
| Beacon Financial Group | 0.06% | Add +32.0% | 5,111 | $545K |
| Vantage Financial Partners, LLC | 0.14% | Add +31.4% | 5,107 | $544K |
| BlueStem Wealth Partners, LLC | 0.07% | — | 5,092 | $543K |
| Tudor Investment Corporation | 0.01% | New | 5,071 | $540K |
| Sandbox Financial Partners, LLC | 0.18% | Reduce -6.0% | 5,059 | $539K |
| Hummer Financial Advisory Services Inc | 0.42% | No change | 5,000 | $533K |
| Davidson Trust Co. | 0.27% | No change | 5,000 | $533K |
| Centennial Bank | 0.25% | No change | 5,000 | $533K |
| Monetary Management Group Inc. | 0.14% | No change | 5,000 | $533K |
| JB Capital LLC | 0.03% | New | 4,999 | $533K |
| Rappaport Reiches Capital Management, LLC | 0.14% | Reduce -16.4% | 4,985 | $531K |
| Aries Wealth Management | 0.15% | No change | 4,980 | $531K |
| OLIO Financial Planning | 0.19% | Reduce -42.0% | 4,971 | $530K |
| KFA Private Wealth Group, LLC | 0.22% | Add +33.0% | 4,969 | $529K |
| Harbour Investment Management LLC | 0.23% | No change | 4,950 | $527K |
| Titleist Asset Management, LLC | 0.06% | Add +0.3% | 4,911 | $523K |
| Hilltop Wealth Advisors, LLC | 0.26% | Reduce -29.1% | 4,894 | $521K |
| Willow Creek Wealth Management Inc. | 0.05% | No change | 4,884 | $520K |
| Belpointe Asset Management LLC | 0.03% | Reduce -4.2% | 4,816 | $519K |
| BridgePort Financial Solutions, LLC | 0.23% | — | 4,822 | $518K |
| Monterey Private Wealth, Inc. | 0.17% | New | 4,859 | $518K |
| Hills Bank & Trust Co | 0.04% | Add +18.1% | 4,855 | $517K |
| Bison Wealth, LLC | 0.11% | New | 4,846 | $516K |
| Ellis Investment Partners, LLC | 0.10% | Add +1.0% | 4,816 | $513K |
| Stanich Group LLC | 0.38% | — | 4,776 | $509K |
| American Financial Advisors, LLC | 0.07% | Reduce -14.6% | 4,773 | $509K |
| Florida Financial Advisors, LLC | 0.23% | Add +0.7% | 4,748 | $506K |
| Boyce & Associates Wealth Consulting, Inc. | 0.51% | Add +0.4% | 4,733 | $504K |
| Firethorn Wealth Partners, LLC | 0.25% | Reduce -15.0% | 4,728 | $504K |
| FSA Advisors, Inc. | 0.61% | Add +0.3% | 4,715 | $502K |
| Act Wealth Management, LLC | 0.23% | Add +14.4% | 4,696 | $500K |
| Asset Allocation Strategies LLC | 0.12% | Reduce -10.7% | 4,704 | $499K |
| Diligent Investors, LLC | 0.11% | Add +0.3% | 4,684 | $499K |
| Stablepoint Partners, LLC | 0.09% | Reduce -2.0% | 4,673 | $498K |
| Beta Wealth Group, Inc. | 0.22% | Reduce -7.1% | 4,668 | $497K |
| Ocean Park Asset Management, LLC | 0.02% | Add +98.9% | 4,655 | $496K |
| Exchange Traded Concepts, LLC | 0.01% | Add +98.9% | 4,655 | $496K |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -17.8% | 4,635 | $494K |
| Lakeshore Capital Group, Inc. | 0.75% | — | 4,625 | $493K |
| EPG Wealth Management LLC | 0.13% | Add +0.1% | 4,619 | $492K |
| Farmers National Bank | 0.14% | — | 4,607 | $491K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +16.3% | 4,548 | $485K |
| Atlas Legacy Advisors, LLC | 0.12% | — | 4,541 | $484K |
| Noesis Capital Mangement Corp. | 0.09% | Reduce -5.5% | 4,538 | $484K |
| Farmers Trust Co. | 0.09% | New | 4,532 | $483K |
| Connable Office Inc. | 0.05% | New | 4,523 | $482K |
| Baron Financial Group, LLC | 0.30% | Reduce -0.2% | 4,500 | $479K |
| HB Wealth Management, LLC | 0.00% | Add +15.8% | 4,496 | $479K |
| Quartz Partners, LLC | 0.29% | No change | 4,481 | $477K |
| Operose Advisors LLC | 0.16% | Reduce -10.5% | 4,473 | $477K |
| Navalign, LLC | 0.14% | Reduce -29.4% | 4,459 | $475K |
| Keystone Financial Group | 0.05% | Add +14.0% | 4,459 | $475K |
| PGIM Custom Harvest LLC | 0.01% | Add +68.4% | 4,443 | $473K |
| Patten & Patten Inc. | 0.03% | Reduce -3.3% | 4,440 | $473K |
| Centurion Wealth Management LLC | 0.15% | Add +1.4% | 4,397 | $469K |
| Eagle Wealth Strategies LLC | 0.34% | Add +1.0% | 4,397 | $468K |
| First Affirmative Financial Network | 0.27% | Add +5.2% | 4,393 | $468K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.05% | Add +7.3% | 4,385 | $467K |
| Fiducient Advisors LLC | 0.06% | Add +0.9% | 4,338 | $462K |
| Argonautica Private Wealth Management, Inc. | 0.15% | Reduce -16.3% | 4,336 | $462K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -7.8% | 4,334 | $462K |
| Adero Partners, LLC | 0.03% | Reduce -4.0% | 4,329 | $461K |
| FOCUS Wealth Advisors, LLC | 0.24% | No change | 4,313 | $460K |
| XML Financial, LLC | 0.04% | Reduce -48.3% | 4,306 | $459K |
| Ewa, LLC | 0.17% | Add +2.0% | 4,273 | $455K |
| Stewardship Advisors, LLC | 0.13% | Reduce -23.5% | 4,272 | $455K |
| Transcend Capital Advisors, LLC | 0.03% | Add +1.8% | 4,270 | $455K |
| Dividend Assets Capital, LLC | 0.09% | No change | 4,266 | $455K |
| 49 Wealth Management, LLC | 0.06% | New | 4,250 | $453K |
| Ellenbecker Investment Group | 0.08% | Reduce -2.1% | 4,249 | $453K |
| Summit Global Investments | 0.03% | Reduce -11.5% | 4,231 | $451K |
| Helium Advisors LLC | 0.36% | — | 4,216 | $449K |
| Commonwealth Financial Services, LLC | 0.09% | Reduce -6.7% | 4,202 | $448K |
| Frisco Financial Planning LLC | 0.44% | — | 4,200 | $448K |
| Integrated Investment Consultants, LLC | 0.09% | No change | 4,160 | $443K |
| Forum Private Client Group LLC | 0.20% | Add +50.8% | 4,157 | $443K |
| First Financial Bankshares Inc | 0.01% | New | 4,155 | $443K |
| Palumbo Wealth Management LLC | 0.17% | Reduce -2.1% | 4,155 | $443K |
| Linscomb Wealth, Inc. | 0.02% | No change | 4,152 | $442K |
| Patron Partners, LLC | 0.24% | Add +10.0% | 4,138 | $441K |
| Signal Advisors Wealth, LLC | 0.05% | Add +26.2% | 4,122 | $439K |
| Flagstone Financial Management | 0.15% | No change | 4,120 | $439K |
| Wheelhouse Advisory Group LLC | 0.26% | Add +9.1% | 4,118 | $439K |
| Hilltop National Bank | 0.13% | No change | 4,098 | $437K |
| Collaborative Wealth Managment Inc. | 0.20% | Reduce -12.8% | 4,089 | $436K |
| Private Wealth Group, LLC | 0.21% | New | 4,085 | $435K |
| NCM Capital Management, LLC | 0.19% | No change | 4,039 | $430K |
| RHS Financial, LLC | 0.22% | Reduce -4.6% | 4,026 | $429K |
| Valeo Financial Advisors, LLC | 0.01% | Add +16.6% | 4,019 | $428K |
| Wise Wealth Partners | 1.05% | — | 4,011 | $427K |
| Covenant Asset Management, LLC | 0.09% | Add +51.7% | 3,974 | $423K |
| Addison Advisors LLC | 0.12% | No change | 3,958 | $422K |
| Traynor Capital Management, Inc. | 0.03% | Reduce -44.3% | 3,945 | $420K |
| Riverwater Partners LLC | 0.20% | Add +1.0% | 3,942 | $420K |
| Arrowroot Family Office, LLC | 0.22% | Reduce -6.9% | 3,931 | $419K |
| Clarity Wealth Development LLC | 0.45% | — | 3,902 | $416K |
| Engineers Gate Manager LP | 0.01% | New | 3,897 | $415K |
| PAX Financial Group, LLC | 0.07% | Add +0.7% | 3,888 | $414K |
| Cozad Asset Management Inc. | 0.04% | Add +15.9% | 3,888 | $414K |
| West Coast Financial LLC | 0.05% | No change | 3,887 | $414K |
| United Advisor Group, LLC | 0.08% | Reduce -14.4% | 3,860 | $411K |
| Valley Financial Group, Inc. | 0.29% | Add +7.0% | 3,855 | $411K |
| Boyd Wealth Management, LLC | 0.20% | Add +24.9% | 3,847 | $410K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +0.5% | 3,846 | $410K |
| South Plains Financial, Inc. | 0.31% | — | 3,845 | $410K |
| Horan Capital Advisors, LLC. | 0.14% | Reduce -4.0% | 3,839 | $409K |
| Christensen, King & Associates Investment Services, Inc. | 0.19% | Reduce -4.4% | 3,848 | $408K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -9.8% | 3,818 | $407K |
| Camarda Financial Advisors, LLC | 0.15% | New | 3,817 | $407K |
| Cannon Wealth Management Services, LLC | 0.35% | Reduce -1.5% | 3,800 | $404K |
| Nvwm, LLC | 0.10% | Add +0.9% | 3,778 | $403K |
| Gallagher Fiduciary Advisors, LLC | 0.08% | Add +2.6% | 3,776 | $402K |
| Berger Financial Group, Inc | 0.03% | Add +17.9% | 3,767 | $401K |
| Discipline Wealth Solutions, LLC | 0.19% | New | 3,762 | $401K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -5.8% | 3,760 | $401K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +39.0% | 3,751 | $400K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +7.9% | 3,741 | $399K |
| Watts Gwilliam & Co., LLC | 0.08% | New | 3,735 | $398K |
| Busey Bank | 0.01% | New | 3,723 | $397K |
| Elequin Capital, LP | 0.06% | Reduce -55.9% | 3,719 | $396K |
| Heritage Wealth Management, Inc. | 0.34% | New | 3,712 | $396K |
| Wealthgarden F.S. LLC | 0.37% | Add +47.4% | 3,703 | $395K |
| Guardian Asset Advisors, LLC | 0.25% | Reduce -7.0% | 3,699 | $394K |
| Insight Advisors, LLC/ PA | 0.07% | Reduce -0.5% | 3,687 | $393K |
| Enterprise Bank & Trust Co | 0.13% | Add +27.0% | 3,687 | $393K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 3,650 | $389K |
| Lynx Investment Advisory | 0.26% | Reduce -0.1% | 3,614 | $385K |
| Bell Investment Advisors, Inc | 0.07% | Reduce -10.6% | 3,581 | $382K |
| Charter Oak Capital Management, LLC | 0.04% | Reduce -17.5% | 3,575 | $381K |
| Catalyst Private Wealth, LLC | 0.17% | New | 3,570 | $380K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -10.8% | 3,570 | $380K |
| Relyea Zuckerberg Hanson LLC | 0.05% | No change | 3,552 | $378K |
| Oceanside Advisors LLC | 0.28% | Add +8.1% | 3,541 | $377K |
| Acorn Financial Advisory Services Inc. | 0.06% | No change | 3,539 | $377K |
| Tyche Wealth Partners LLC | 0.08% | No change | 3,530 | $376K |
| Grant/GrossMendelsohn, LLC | 0.20% | No change | 3,529 | $376K |
| Little House Capital LLC | 0.11% | Reduce -6.9% | 3,528 | $376K |
| Birch Financial Group, LLC | 0.42% | — | 3,523 | $375K |
| Lokken Investment Group LLC | 0.16% | Reduce -22.2% | 3,515 | $375K |
| Sterling Wealth Management, Inc. | 0.14% | Reduce -20.4% | 3,506 | $374K |
| Flagstar Securities, Inc. | 0.09% | Add +1.6% | 3,502 | $373K |
| Anson Capital, Inc. | 0.32% | Add +52.5% | 3,496 | $372K |
| Zacks Investment Management | 0.00% | Reduce -0.0% | 3,494 | $372K |
| Chemistry Wealth Management LLC | 0.09% | No change | 3,490 | $372K |
| Interactive Financial Advisors, Inc. | 0.19% | Reduce -0.7% | 3,478 | $371K |
| Whitcomb & Hess, Inc. | 0.11% | Reduce -15.2% | 3,477 | $371K |
| Bank Ozk | 0.15% | Add +7.3% | 3,474 | $370K |
| Paragon Capital Management Ltd | 0.07% | Reduce -8.9% | 3,455 | $368K |
| Covestor Ltd | 0.23% | Add +9.6% | 3,452 | $368K |
| Carolinas Wealth Consulting LLC | 0.07% | Add +1.0% | 3,429 | $365K |
| LWM Advisory Services, LLC | 0.25% | New | 3,425 | $365K |
| Michael A. Dubis Financial Planning, LLC | 0.35% | — | 3,416 | $364K |
| Kropog Financial Group, LLC | 0.33% | — | 3,402 | $362K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -8.2% | 3,357 | $358K |
| Sage Financial Group Inc. | 0.03% | Add +6.8% | 3,356 | $358K |
| Objective Capital Management, LLC | 0.24% | No change | 3,350 | $357K |
| Northland Capital Management LLC | 0.26% | No change | 3,340 | $356K |
| Sharp Wealth Advisory, LLC | 0.27% | Reduce -8.3% | 3,325 | $354K |
| Blue Trust, Inc. | 0.00% | Reduce -49.7% | 3,320 | $354K |
| Capital A Wealth Management, LLC | 0.59% | — | 3,315 | $353K |
| Aviance Capital Partners, LLC | 0.05% | No change | 3,304 | $352K |
| Net Worth Advisory Group | 0.11% | Add +17.1% | 3,302 | $352K |
| Tenret Co LLC | 0.22% | No change | 3,267 | $348K |
| Haverford Trust Co | 0.00% | No change | 3,255 | $347K |
| Verum Partners LLC | 0.10% | Add +0.9% | 3,236 | $345K |
| Bar Harbor Wealth Management | 0.02% | Reduce -14.6% | 3,219 | $343K |
| Mgo One Seven LLC | 0.01% | Add +22.9% | 3,215 | $343K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -22.4% | 3,213 | $342K |
| Cumberland Advisors Inc. | 0.14% | Add +10.1% | 3,205 | $341K |
| Concorde Asset Management, LLC | 0.18% | Add +0.4% | 3,163 | $337K |
| Manuka Financial, LLC | 0.23% | — | 3,146 | $335K |
| Bright Financial Advisors, Inc. | 0.21% | No change | 3,129 | $333K |
| Able Wealth Management LLC | 0.22% | Add +3.1% | 3,124 | $333K |
| HM Payson & Co. | 0.01% | No change | 3,124 | $333K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -1.2% | 3,096 | $330K |
| Tme Financial, Inc. | 0.31% | — | 3,015 | $327K |
| Northwest Wealth Management, LLC | 0.07% | Reduce -25.2% | 3,069 | $327K |
| Brighton Jones LLC | 0.01% | New | 3,047 | $325K |
| Allodium Investment Consultants, LLC | 0.27% | — | 3,024 | $322K |
| Elite Financial, Inc. | 0.17% | — | 3,030 | $322K |
| Horst & Graben Wealth Management LLC | 0.06% | Add +1.0% | 3,017 | $321K |
| Innova Wealth Partners | 0.20% | New | 3,000 | $320K |
| Optimum Investment Advisors | 0.14% | No change | 3,000 | $320K |
| Rockport Wealth LLC | 0.14% | Add +2.2% | 2,921 | $317K |
| Ieq Capital, LLC | 0.00% | Reduce -34.1% | 2,978 | $317K |
| Bernard Wealth Management Corp. | 0.15% | — | 2,976 | $317K |
| Vista Investment Management | 0.12% | No change | 2,973 | $317K |
| Heritage Oak Wealth Advisors LLC | 0.15% | New | 2,972 | $317K |
| WR Wealth Planners, LLC | 0.10% | Reduce -81.2% | 2,962 | $316K |
| Next Level Private LLC | 0.13% | No change | 2,949 | $314K |
| Veracity Capital LLC | 0.11% | Reduce -18.2% | 2,949 | $314K |
| Sachetta, LLC | 0.12% | Reduce -0.0% | 2,930 | $312K |
| Gateway Wealth Partners, LLC | 0.08% | Add +2.0% | 2,914 | $310K |
| Trustmark Bank Trust Department | 0.02% | No change | 2,907 | $310K |
| FreeGulliver LLC | 0.16% | Add +15.9% | 2,899 | $309K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -3.8% | 2,885 | $307K |
| Mason & Associates, LLC | 0.09% | New | 2,875 | $306K |
| BBR Partners, LLC | 0.02% | No change | 2,870 | $306K |
| Concord Wealth Partners | 0.05% | Reduce -3.4% | 2,865 | $305K |
| Envision Financial LLC | 0.24% | — | 2,857 | $304K |
| Evoke Wealth, LLC | 0.01% | Add +14.2% | 2,856 | $304K |
| Evensky & Katz LLC | 0.02% | Add +9.5% | 2,850 | $304K |
| Unified Investment Management | 0.34% | — | 2,850 | $304K |
| Fonville Wealth Management LLC | 0.10% | Add +42.5% | 2,848 | $303K |
| Idaho Trust Co | 0.15% | Reduce -62.8% | 2,816 | $300K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 2,800 | $298K |
| Riverbend Wealth Management, LLC | 0.26% | — | 2,787 | $297K |
| Parsons Capital Management Inc. | 0.02% | New | 2,772 | $295K |
| StrongBox Wealth, LLC | 0.12% | New | 2,759 | $294K |
| PKS Advisory Services, LLC | 0.07% | — | 2,752 | $293K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +24890.9% | 2,749 | $293K |
| Empower Advisory Group, LLC | 0.00% | Reduce -37.7% | 2,741 | $292K |
| Orrstown Financial Services Inc. | 0.08% | New | 2,735 | $291K |
| Cooper Financial Group | 0.04% | Reduce -20.1% | 2,734 | $291K |
| Dynamic Wealth Strategies, LLC | 0.26% | Add +5.7% | 2,722 | $290K |
| Horizon Family Wealth, Inc. | 0.19% | No change | 2,720 | $290K |
| Pennington Partners & Co., LLC | 0.14% | — | 2,693 | $287K |
| Trust Point Inc. | 0.02% | New | 2,687 | $286K |
| Erickson Financial Group, LLC | 0.20% | Reduce -26.3% | 2,684 | $286K |
| Partners Wealth Management, LLC | 0.33% | — | 2,682 | $286K |
| ArborFi Advisors, LLC | 0.29% | — | 2,682 | $286K |
| Aventura Private Wealth, LLC | 0.15% | — | 2,681 | $286K |
| Transce3nd, LLC | 0.10% | — | 2,679 | $285K |
| Fermata Advisors, LLC | 0.05% | Add +0.4% | 2,652 | $283K |
| Dentgroup LLC | 0.22% | Reduce -16.2% | 2,647 | $282K |
| True Link Financial Advisors, LLC | 0.02% | New | 2,638 | $281K |
| Advance Capital Management, Inc. | 0.01% | Add +9.4% | 2,637 | $281K |
| RiverFront Investment Group, LLC | 0.01% | New | 2,636 | $281K |
| Round Rock Advisors LLC | 0.06% | No change | 2,630 | $280K |
| Gray Wealth Management Inc. | 0.11% | Add +2.2% | 2,615 | $279K |
| Harbour Trust & Investment Management Co | 0.03% | New | 2,602 | $277K |
| Friday Financial | 0.19% | — | 2,594 | $276K |
| Principal Financial Group Inc. | 0.00% | Add +6.4% | 2,578 | $275K |
| Client 1ST Advisory Group, LLC | 0.11% | No change | 2,567 | $274K |
| Lakeshore Financial Planning, Inc. | 0.12% | Reduce -3.9% | 2,561 | $273K |
| Baker Boyer National Bank | 0.09% | No change | 2,560 | $273K |
| Presidio Capital Management, LLC | 0.15% | No change | 2,559 | $273K |
| Axis Wealth Partners, LLC | 0.23% | — | 2,558 | $273K |
| Pacifica Partners Inc. | 0.12% | Reduce -0.6% | 2,554 | $272K |
| One Charles Private Wealth Services, LLC | 0.09% | New | 2,550 | $272K |
| GLOBALT Investments LLC / GA | 0.01% | No change | 2,548 | $271K |
| LexAurum Advisors, LLC | 0.05% | New | 2,545 | $271K |
| Allie Family Office LLC | 0.15% | New | 2,545 | $271K |
| Ceeto Capital Group, LLC | 0.10% | No change | 2,544 | $271K |
| Roberts Financial Services LLC | 0.05% | Reduce -5.4% | 2,538 | $270K |
| TrinityPoint Wealth, LLC | 0.04% | Add +0.1% | 2,530 | $270K |
| Harvey Capital Management Inc. | 0.06% | No change | 2,510 | $267K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.6% | 2,503 | $267K |
| Millington Financial Advisors, LLC | 0.15% | Reduce -9.0% | 2,480 | $264K |
| Truepoint, Inc. | 0.01% | Reduce -44.4% | 2,468 | $263K |
| Victory Financial Group, LLC | 0.07% | — | 2,464 | $263K |
| KFG Wealth Management, LLC | 0.05% | Reduce -1.6% | 2,418 | $258K |
| MBA Advisors LLC | 0.13% | Reduce -6.3% | 2,415 | $257K |
| Intergy Private Wealth, LLC | 0.10% | Add +0.3% | 2,398 | $256K |
| Leigh Baldwin & Co., LLC | 0.22% | — | 2,396 | $255K |
| CRA Financial Services, LLC | 0.04% | No change | 2,390 | $255K |
| Wealthspire Retirement, LLC | 0.02% | New | 2,389 | $255K |
| Millennium Management | 0.00% | Reduce -91.8% | 2,388 | $254K |
| Portfolio Design Labs, LLC | 0.05% | New | 2,382 | $254K |
| Crane Advisory, LLC | 0.04% | New | 2,380 | $254K |
| Auour Investments LLC | 0.09% | New | 2,378 | $253K |
| Catalina Capital Group, LLC | 0.08% | Reduce -2.1% | 2,367 | $252K |
| Sequent Planning LLC | 0.09% | New | 2,365 | $252K |
| First Financial Group Corp | 0.28% | — | 2,355 | $251K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -46.8% | 2,350 | $250K |
| Stratos Investment Management, LLC | 0.01% | New | 2,349 | $250K |
| Warren Street Wealth Advisors, LLC | 0.10% | Add +17.4% | 2,348 | $250K |
| Warther Private Wealth, LLC | 0.08% | No change | 2,333 | $249K |
| Kanawha Capital Management LLC | 0.02% | Add +4.5% | 2,328 | $248K |
| International Assets Investment Management, LLC | 0.02% | New | 2,323 | $248K |
| Sugarloaf Wealth Management, LLC | 0.05% | No change | 2,321 | $247K |
| Crux Wealth Advisors | 0.14% | — | 2,320 | $247K |
| Obsidian Personal Planning Solutions LLC | 0.12% | No change | 2,310 | $246K |
| Kickstand Ventures, Llc. | 0.06% | No change | 2,305 | $246K |
| Private Capital Management LLC | 0.05% | Reduce -76.7% | 2,303 | $245K |
| Focused Wealth Management, Inc | 0.03% | No change | 2,290 | $244K |
| Rialto Wealth Management, LLC | 0.08% | — | 2,279 | $243K |
| Fortress Financial Group, LLC | 0.24% | — | 2,270 | $242K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -61.5% | 2,264 | $241K |
| Topel & Distasi Wealth Management, LLC | 0.10% | No change | 2,241 | $239K |
| Wolff Wiese Magana LLC | 0.16% | Reduce -4.1% | 2,220 | $237K |
| Todd Asset Management LLC | 0.01% | No change | 2,218 | $236K |
| Mountain Capital Investment Advisors Inc. | 0.05% | New | 2,223 | $236K |
| Beacon Harbor Wealth Advisors, Inc. | 0.05% | Reduce -1.8% | 2,208 | $235K |
| Five Oceans Advisors | 0.11% | Add +4.4% | 2,207 | $235K |
| Two West Capital Advisors LLC | 0.20% | New | 2,197 | $234K |
| Cornerstone Planning Group LLC | 0.06% | Add +31.8% | 2,170 | $232K |
| Hofer & Associates. Inc | 0.16% | No change | 2,172 | $231K |
| Novus Advisors, LLC | 0.23% | — | 2,167 | $231K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Add +2.3% | 2,163 | $230K |
| OMNI 360 Wealth, Inc. | 0.15% | Reduce -3.3% | 2,157 | $230K |
| Orleans Capital Management Corp. | 0.13% | No change | 2,150 | $229K |
| Keystone Financial Group, Inc. | 0.18% | — | 2,139 | $228K |
| Tempus Wealth Planning, LLC | 0.07% | No change | 2,128 | $227K |
| MSH Capital Advisors LLC | 0.07% | No change | 2,127 | $227K |
| Coastline Trust Co | 0.03% | Reduce -5.5% | 2,127 | $227K |
| Successful Portfolios LLC | 0.15% | Reduce -9.6% | 2,110 | $225K |
| Kathleen S. Wright Associates Inc. | 0.09% | Reduce -0.1% | 2,102 | $224K |
| Midwest Professional Planners, LTD. | 0.07% | Reduce -41.3% | 2,098 | $224K |
| Fortis Capital Advisors, LLC | 0.08% | No change | 2,073 | $223K |
| Atwater Malick LLC | 0.07% | No change | 2,094 | $223K |
| Rossmore Private Capital | 0.03% | Reduce -71.8% | 2,090 | $223K |
| FLC Capital Advisors | 0.05% | Reduce -5.4% | 2,085 | $222K |
| PUREfi Wealth, LLC | 0.22% | — | 2,084 | $222K |
| Postrock Partners LLC | 0.11% | — | 2,075 | $221K |
| Journey Advisory Group, LLC | 0.03% | No change | 2,066 | $220K |
| Anchor Pointe Wealth Management, LLC | 0.29% | — | 2,060 | $220K |
| TCI Wealth Advisors, Inc. | 0.02% | No change | 2,050 | $218K |
| 10Elms LLP | 0.27% | — | 2,050 | $218K |
| Firestone Capital Management | 0.05% | Add +1.0% | 2,049 | $218K |
| Colonial Trust Advisors | 0.02% | No change | 2,008 | $214K |
| Macroview Investment Management LLC | 0.22% | Reduce -13.9% | 2,007 | $214K |
| Armstrong, Fleming & Moore, Inc | 0.13% | No change | 2,001 | $213K |
| Regatta Capital Group, LLC | 0.04% | No change | 2,000 | $213K |
| Granite Bay Wealth Management, LLC | 0.08% | New | 2,000 | $213K |
| Defined Wealth Management, LLC | 0.14% | Add +5.1% | 1,992 | $212K |
| New Insight Wealth Advisors | 0.11% | New | 1,985 | $212K |
| Rothschild Wealth LLC | 0.06% | Reduce -97.7% | 1,980 | $211K |
| Legacy Advisors, LLC | 0.02% | Add +1.9% | 1,977 | $211K |
| Independent Wealth Network Inc. | 0.09% | New | 1,977 | $211K |
| Boltwood Capital Management | 0.06% | Reduce -8.1% | 1,975 | $210K |
| Oder Investment Management, LLC | 0.17% | Add +0.3% | 1,952 | $208K |
| RKL Wealth Management LLC | 0.02% | Reduce -1.4% | 1,933 | $206K |
| TrueWealth Advisors, LLC | 0.07% | Reduce -2.1% | 1,923 | $205K |
| Rainey & Randall Wealth Advisors Inc. | 0.04% | Add +1.1% | 1,910 | $203K |
| Columbus Macro, LLC | 0.03% | Reduce -0.3% | 1,898 | $202K |
| Rossby Financial, LCC | 0.13% | — | 1,896 | $202K |
| Rye Brook Capital LLC | 0.24% | No change | 1,900 | $202K |
| Occidental Asset Management, LLC | 0.03% | No change | 1,895 | $202K |
| Alkeme Wealth, LLC | 0.09% | No change | 1,890 | $201K |
| Talon Private Wealth, LLC | 0.04% | No change | 1,885 | $201K |
| Coppell Advisory Solutions LLC | 0.03% | Add +552.3% | 1,872 | $200K |
| Transcendent Capital Group LLC | 0.10% | Reduce -47.4% | 1,865 | $199K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -19.3% | 1,846 | $197K |
| UMB Bank, n.a. | 0.00% | No change | 1,707 | $182K |
| Providence First Trust Co | 0.07% | Reduce -13.0% | 1,685 | $180K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 1,683 | $179K |
| Bogart Wealth, LLC | 0.01% | Add +6.3% | 1,677 | $179K |
| FPC Investment Advisory, Inc. | 0.13% | New | 1,672 | $178K |
| Colonial Trust Co / SC | 0.03% | Add +583.0% | 1,605 | $171K |
| Clearstead Trust, LLC | 0.04% | No change | 1,574 | $168K |
| Empirical Asset Management, LLC | 0.06% | Reduce -3.0% | 90,345 | $166K |
| ROSS\JOHNSON & Associates LLC | 3.80% | — | 1,542 | $164K |
| Morris Financial Concepts, Inc. | 0.07% | Reduce -2.1% | 1,519 | $162K |
| FSA Wealth Management LLC | 0.07% | Reduce -17.6% | 1,519 | $162K |
| Silicon Valley Capital Partners | 0.02% | Add +12.2% | 1,490 | $159K |
| Quest 10 Wealth Builders, Inc. | 0.16% | — | 1,475 | $157K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,400 | $149K |
| Ridgewood Investments LLC | 0.07% | Reduce -34.8% | 1,335 | $142K |
| Cape Investment Advisory, Inc. | 0.05% | No change | 1,249 | $133K |
| LGT Financial Advisors LLC | 0.29% | Add +25.1% | 1,227 | $131K |
| Wintrust Investments LLC | 0.11% | Add +2.2% | 1,224 | $130K |
| Glass Jacobson Investment Advisors llc | 0.04% | Add +24.7% | 1,190 | $127K |
| AllSquare Wealth Management LLC | 0.07% | Reduce -0.4% | 1,180 | $126K |
| Brooklyn Investment Group | 0.04% | New | 1,178 | $126K |
| Bokf, NA | 0.00% | New | 1,184 | $125K |
| Delta Asset Management LLC | 0.01% | Add +20.6% | 1,170 | $125K |
| Hartford Financial Management Inc. | 0.03% | No change | 1,160 | $124K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -11.4% | 1,146 | $122K |
| New Republic Capital, LLC | 0.08% | Reduce -0.2% | 1,125 | $120K |
| Trust Co. of Vermont | 0.01% | No change | 1,112 | $118K |
| Golden State Wealth Management, LLC | 0.02% | — | 1,095 | $117K |
| Ameriflex Group, Inc. | 0.05% | — | 1,037 | $110K |
| Richardson Financial Services Inc. | 0.07% | Reduce -27.5% | 997 | $106K |
| Centaurus Financial, Inc. | 0.01% | New | 996 | $106K |
| AlphaCentric Advisors LLC | 0.10% | Add +6.6% | 988 | $105K |
| Accredited Wealth Management, LLC | 0.09% | — | 937 | $100K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 900 | $96K |
| CENTRAL TRUST Co | 0.00% | Add +314.6% | 883 | $94K |
| Main Street Group, LTD | 0.04% | No change | 861 | $92K |
| Realta Investment Advisors | 0.04% | Reduce -8.1% | 840 | $89K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.5% | 832 | $89K |
| Rice Partnership, LLC | 0.02% | Add +4.5% | 827 | $88K |
| Briaud Financial Planning Inc | 0.04% | New | 830 | $88K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -5.7% | 790 | $84K |
| Motco | 0.01% | No change | 774 | $82K |
| Headlands Technologies LLC | 0.01% | Reduce -85.3% | 770 | $82K |
| Menard Financial Group LLC | 0.05% | New | 759 | $81K |
| Rise Advisors, LLC | 0.04% | Add +2.8% | 741 | $79K |
| Key Financial Inc | 0.02% | Reduce -0.1% | 734 | $78K |
| McIlrath & Eck, LLC | 0.01% | Add +1.1% | 729 | $78K |
| WFA Asset Management Corp | 0.04% | New | 702 | $75K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 647 | $69K |
| Mechanics Financial Corp | 0.03% | No change | 643 | $69K |
| Highline Wealth Partners LLC | 0.02% | Reduce -62.8% | 632 | $67K |
| Gould Capital, LLC | 0.04% | No change | 607 | $65K |
| Future Financial Wealth Managment LLC | 0.05% | No change | 604 | $64K |
| Ameliora Wealth Management Ltd. | 0.02% | New | 595 | $63K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.0% | 587 | $63K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.2% | 552 | $59K |
| Robinswood Financial LLC | 0.02% | No change | 529 | $56K |
| WASHINGTON TRUST Co | 0.00% | Reduce -84.0% | 514 | $55K |
| Pflug Koory, LLC | 0.00% | Add +274.4% | 513 | $55K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 508 | $54K |
| Sound Income Strategies, LLC | 0.00% | Add +124.3% | 507 | $54K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 489 | $52K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -36.8% | 482 | $51K |
| NorthRock Partners, LLC | 0.00% | Reduce -33.6% | 476 | $51K |
| Cordant, Inc. | 0.03% | Reduce -9.0% | 466 | $50K |
| Clean Yield Group | 0.02% | Add +0.9% | 454 | $48K |
| First Financial Corp. | 0.02% | No change | 450 | $48K |
| Pineridge Advisors LLC | 0.02% | Add +0.2% | 443 | $47K |
| Contravisory Investment Management, Inc. | 0.01% | Add +10575.0% | 427 | $45K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 425 | $45K |
| Glen Eagle Advisors, LLC | 0.01% | Add +981.6% | 411 | $44K |
| S&T Bank | 0.01% | New | 401 | $43K |
| Nemes Rush Group LLC | 0.01% | Reduce -15.9% | 397 | $42K |
| Midwest Capital Advisors, LLC | 0.03% | — | 395 | $42K |
| Evergreen Private Wealth LLC | 0.02% | No change | 390 | $42K |
| Caitlin John, LLC | 0.03% | Reduce -13.7% | 378 | $40K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 375 | $40K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 361 | $39K |
| Ancora Advisors LLC | 0.00% | Add +63.6% | 360 | $38K |
| Valley National Advisers Inc. | 0.01% | Add +21.6% | 354 | $37K |
| Roxbury Financial LLC | 0.04% | — | 340 | $37K |
| Register Financial Advisors LLC | 0.02% | No change | 336 | $36K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -29.3% | 333 | $35K |
| Atala Financial Inc | 0.02% | — | 329 | $35K |
| City State Bank | 0.01% | No change | 318 | $34K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 313 | $33K |
| CNB Bank | 0.01% | No change | 300 | $32K |
| New Millennium Group LLC | 0.02% | Add +103.5% | 291 | $31K |
| DT Investment Partners, LLC | 0.00% | Add +8.0% | 284 | $30K |
| Richards, Merrill & Peterson, Inc. | 0.02% | — | 275 | $29K |
| National Bank of Canada | 0.00% | Add +346.7% | 268 | $29K |
| Red Tortoise LLC | 0.01% | Add +1.1% | 265 | $28K |
| Eagle Bay Advisors LLC | 0.02% | No change | 262 | $28K |
| Ruedi Wealth Management, Inc. | 0.01% | Reduce -0.4% | 258 | $27K |
| PSI Advisors, LLC | 0.01% | Add +1.2% | 253 | $27K |
| Matrix Private Capital Group LLC | 0.02% | Add +25.0% | 250 | $27K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 248 | $26K |
| Advantage Trust Co | 0.02% | New | 260 | $26K |
| GW&K Investment Management, LLC | 0.00% | No change | 230 | $25K |
| Integrity Financial Corp | 0.01% | New | 230 | $25K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | Reduce -72.6% | 226 | $24K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 220 | $23K |
| First PREMIER Bank | 0.01% | No change | 200 | $21K |
| Montag A & Associates Inc. | 0.00% | No change | 197 | $21K |
| Hurley Capital, LLC | 0.01% | — | 172 | $18K |
| Y.D. More Investments Ltd | 0.00% | Add +10.3% | 160 | $17K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 157 | $17K |
| Holos Integrated Wealth LLC | 0.01% | — | 144 | $15K |
| Archer Investment Corp | 0.00% | No change | 118 | $13K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -90.4% | 114 | $12K |
| Tidemark, LLC | 0.00% | Add +1.8% | 112 | $12K |
| Castleview Partners, LLC | 0.01% | No change | 110 | $12K |
| Viewpoint Capital Management LLC | 0.01% | No change | 100 | $11K |
| Colony Family Offices, LLC | 0.00% | New | 100 | $11K |
| Bfsg, LLC | 0.00% | Reduce -92.8% | 100 | $11K |
| Chesapeake Asset Management LLC | 0.01% | New | 91 | $10K |
| Mascoma Wealth Management LLC | 0.00% | New | 91 | $10K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 82 | $9K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -99.7% | 75 | $8K |
| TCTC Holdings, LLC | 0.00% | No change | 75 | $8K |
| Investors Research Corp | 0.00% | No change | 63 | $7K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 56 | $6K |
| 2UniFi Bank | 0.00% | — | 50 | $5K |
| Promus Capital, LLC | 0.00% | — | 48 | $5K |
| Spurstone Advisory Services, LLC | 0.09% | — | 46 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 40 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 39 | $4K |
| Rothschild Investment LLC | 0.00% | Reduce -5.0% | 38 | $4K |
| Pillar Financial Advisors, LLC | 0.00% | — | 33 | $4K |
| Keener Financial Planning LLC | 0.00% | No change | 29 | $3K |
| Clark Wealth Partners | 0.00% | — | 25 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 22 | $2K |
| Financial Life Planners | 0.00% | — | 19 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 18 | $2K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -93.1% | 17 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 15 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 14 | $1K |
| Howe & Rusling Inc. | 0.00% | No change | 14 | $1K |
| Atticus Wealth Management, LLC | 0.00% | No change | 12 | $1K |
| Hemington Wealth Management | 0.00% | New | 10 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 9 | $959 |
| Asset Dedication, LLC | 0.00% | No change | 8 | $853 |
| Hollencrest Capital Management | 0.00% | No change | 8 | $852 |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -85.4% | 7 | $746 |
| Glassman Wealth Services | 0.00% | New | 7 | $746 |
| Lanark Financial, Inc. | 0.06% | — | 6 | $661 |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 3 | $320 |
| Tucker Asset Management LLC | 0.00% | Reduce -90.6% | 3 | $320 |
| Dunhill Financial, LLC | 0.00% | No change | 3 | $320 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $214 |
| Russell Investments Group, Ltd. | 0.00% | Add +100.0% | 2 | $198 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $118 |
| Gables Capital Management Inc. | 0.00% | No change | 1 | $107 |
"% 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.