iShares National Muni Bond EMUBETF

13F holders, Q1 2025 (March 31)

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

1,501holders −26

102new positions

116sold out

7famous investors

$105.50avg. 13F price*

At the end of Q1 2025, 1,501 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, down 26 from Q4 2024. 102 opened new positions and 116 sold out. The largest holders were Bank of America Corp. ($3.0B), Envestnet Asset Management Inc. ($2.1B) and Betterment LLC ($1.9B). 7 famous investors held it, including George Soros (0.6% of Soros Fund Management's portfolio), David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.3% of Fisher Asset Management's portfolio).

Company: iShares National Muni Bond E
CUSIP: 464288414
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

	Institutions	Total Value
New Positions	102	$201.5M
Exits	116	$237.4M

All 13F filers, Q4 2024 → Q1 2025: 17,098,632 shares bought and 21,081,965 shares sold, net −3,983,333 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,501 holders


Bank of America Corp.	0.27%	Reduce -6.6%	28,842,668	$3.0B
Envestnet Asset Management Inc.	0.66%	Reduce -4.4%	19,466,369	$2.1B
Betterment LLC	4.60%	Add +0.8%	18,408,702	$1.9B
Creative Planning	1.30%	Reduce -0.8%	13,121,147	$1.4B
FMR LLC	0.09%	Reduce -5.5%	12,928,038	$1.4B
Wells Fargo & Company	0.26%	Reduce -5.1%	10,067,934	$1.1B
LPL Financial LLC	0.41%	Add +3.1%	9,936,130	$1.0B
JPMorgan Chase & Co.	0.08%	Reduce -5.8%	9,522,657	$1.0B
Charles Schwab Investment Management Inc.	0.18%	Add +9.6%	9,199,988	$970.0M
Morgan Stanley	0.07%	Reduce -2.3%	8,855,124	$933.7M
Bank of New York Mellon Corp	0.18%	Reduce -7.0%	8,384,779	$884.1M
Northwestern Mutual Wealth Management Co.	0.65%	Add +7.8%	7,588,089	$800.1M
PNC Financial Services Group, Inc.	0.40%	Reduce -2.5%	7,158,356	$754.8M
Mercer Global Advisors Inc.	1.65%	Add +5.7%	6,801,267	$717.1M
Wealthfront Advisers LLC	1.90%	Reduce -11.4%	6,712,402	$707.8M
Fisher Asset Management	0.28%	Add +8.5%	6,235,796	$657.5M
Sei Investments Co.	0.75%	Add +0.2%	5,534,121	$583.5M
US Bancorp \de	0.77%	Reduce -2.0%	5,464,250	$576.2M
Tiaa Trust, National Association	1.67%	Add +3.9%	5,074,273	$535.0M
Envestnet Portfolio Solutions, Inc.	1.74%	Reduce -10.6%	4,321,504	$455.7M
Orgel Wealth Management, LLC	9.29%	Add +0.7%	3,390,855	$357.5M
D. E. Shaw & Co.	0.43%	Add +135.6%	3,196,600	$337.0M
Commonwealth Equity Services, LLC	0.46%	Add +6.1%	3,110,944	$328.0M
Allstate Corp.	9.35%	Add +91.2%	3,017,964	$318.2M
Assetmark, Inc.	0.80%	Add +6.2%	2,756,451	$290.6M
First Citizens Bank & Trust Co.	7.29%	Add +3.2%	2,724,033	$287.2M
Rwa Wealth Partners, LLC	3.57%	Reduce -3.5%	2,683,246	$282.9M
UBS Group AG	0.06%	Reduce -2.2%	2,570,205	$271.0M
Royal Bank of Canada	0.05%	Add +26.3%	2,294,904	$242.0M
Mariner, LLC	0.35%	Add +2.9%	1,987,573	$209.5M
MML Investors Services, LLC	0.64%	Add +6.0%	1,819,938	$191.9M
Raymond James Financial Inc.	0.07%	Add +57.1%	1,743,638	$183.8M
Cetera Investment Advisers	0.33%	Reduce -0.9%	1,608,091	$169.6M
HighTower Advisors, LLC	0.23%	Reduce -0.1%	1,591,608	$167.8M
Sequoia Financial Advisors, LLC	1.28%	Add +20.1%	1,577,162	$166.3M
Ameriprise Financial Inc.	0.04%	Add +5.2%	1,539,565	$162.3M
Jones Financial Companies LLLP	0.14%	Reduce -0.4%	1,510,950	$159.0M
Choate Investment Advisors	3.39%	Add +1.7%	1,294,303	$136.5M
One Capital Management, LLC	4.55%	Add +6.5%	1,274,502	$134.4M
Signaturefd, LLC	2.43%	Reduce -9.5%	1,218,299	$128.5M
Captrust Financial Advisors	0.32%	Add +7.0%	1,216,314	$128.2M
Goldman Sachs Group Inc.	0.02%	Add +7.4%	1,199,402	$126.5M
Citigroup Inc.	0.09%	Add +5.1%	1,158,013	$122.1M
Susquehanna International Group, LLP	0.20%	Add +634.7%	1,130,272	$119.2M
Avantax Advisory Services, Inc.	0.69%	Reduce -7.0%	1,079,513	$113.8M
Wealthspire Advisors, LLC	0.65%	Add +76.9%	1,034,280	$109.1M
Oxford Financial Group, LTD. LLC	7.09%	Add +0.3%	958,617	$101.1M
EP Wealth Advisors, LLC	0.80%	Reduce -9.7%	949,055	$100.1M
Truist Financial Corp.	0.15%	Reduce -22.3%	915,114	$96.5M
Facet Wealth, Inc.	2.36%	Reduce -43.5%	875,802	$91.1M
Balentine LLC	3.80%	Reduce -2.1%	861,326	$90.8M
Ellevest, Inc.	5.88%	Reduce -10.6%	836,930	$88.2M
Cliftonlarsonallen Wealth Advisors, LLC	1.58%	Reduce -28.7%	802,166	$84.6M
Focus Partners Wealth	0.21%	Add +9.7%	796,946	$84.0M
Cerity Partners LLC	0.16%	Reduce -1.0%	747,721	$78.8M
Wealth Enhancement Advisory Services, LLC	0.15%	Reduce -36.8%	737,512	$77.8M
Arkos Global Advisors	11.20%	Reduce -0.7%	722,791	$76.2M
Crestwood Advisors Group, LLC	1.39%	Add +9.6%	695,440	$73.3M
Kestra Investment Management, LLC	1.40%	Add +44.5%	712,754	$72.8M
Corient Private Wealth LP	0.12%	Reduce -2.4%	671,019	$70.8M
OneDigital Investment Advisors LLC	0.84%	Reduce -15.9%	670,962	$70.7M
Beacon Pointe Advisors, LLC	0.77%	Add +19.3%	650,574	$68.6M
Forvis Mazars Wealth Advisors, LLC	1.62%	Add +0.5%	641,020	$67.6M
Stifel Financial Corp.	0.07%	Reduce -3.4%	637,958	$67.3M
Prime Capital Investment Advisors, LLC	0.78%	Add +6.7%	637,399	$67.2M
Sofi Wealth, LLC	4.92%	Add +13.0%	621,185	$65.5M
United Capital Financial Advisors, LLC	0.56%	Add +3.8%	620,381	$65.4M
State of Wisconsin Investment Board	0.17%	No change	607,800	$64.1M
Osaic Holdings, Inc.	0.14%	Reduce -60.0%	607,385	$64.1M
Coldstream Capital Management Inc.	1.32%	Add +20.9%	586,863	$61.9M
Franklin Resources Inc.	0.02%	Add +344.8%	578,577	$61.0M
Financial Engines Advisors L.L.C.	0.13%	Reduce -1.4%	574,406	$60.6M
Foster Group, Inc.	2.26%	Add +7.6%	573,186	$60.4M
Wit, LLC	1.71%	Add +3.0%	300,008	$60.1M
Orion Porfolio Solutions, LLC	0.59%	Reduce -22.0%	566,331	$59.7M
Orion Portfolio Solutions, LLC	0.59%	Reduce -22.0%	566,331	$59.7M
Wealthcare Advisory Partners LLC	1.57%	Reduce -2.0%	553,978	$58.4M
Bessemer Group Inc.	0.10%	Reduce -5.3%	528,884	$55.8M
Cwm, LLC	0.21%	Reduce -25.7%	508,129	$53.6M
Manning & Napier Advisors LLC	0.65%	Add +2.2%	501,382	$52.9M
JFS Wealth Advisors, LLC	3.57%	Add +0.8%	499,700	$52.7M
Rockefeller Capital Management L.P.	0.13%	Add +24.0%	491,647	$51.8M
Global Strategic Investment Solutions, LLC	5.86%	Add +17.9%	480,410	$50.7M
Bank of Montreal	0.03%	Reduce -5.4%	473,689	$49.9M
Farther Finance Advisors, LLC	1.19%	Add +4.6%	441,351	$46.6M
Alliancebernstein L.P.	0.02%	Reduce -5.2%	439,190	$46.3M
Natixis Advisors, LLC	0.08%	Reduce -52.7%	421,258	$44.4M
Ascent Group, LLC	1.83%	Add +739.5%	403,075	$42.5M
Comerica Bank	0.17%	Reduce -10.5%	388,695	$41.0M
Thrivent Financial for Lutherans	0.09%	Reduce -1.2%	367,553	$39.3M
Equitable Holdings, Inc.	0.36%	Add +11.7%	363,649	$38.3M
AE Wealth Management LLC	0.31%	Reduce -1.5%	348,423	$36.7M
Jane Street Group, LLC	0.07%	Reduce -84.5%	347,466	$36.6M
Commerce Bank	0.23%	Add +0.6%	344,520	$36.3M
HSBC Holdings PLC	0.02%	Reduce -6.5%	340,685	$35.9M
Wedmont Private Capital	1.83%	Add +19.2%	349,835	$35.8M
O'shaughnessy Asset Management, LLC	0.28%	Add +84.2%	332,338	$35.0M
Allworth Financial LP	0.20%	Reduce -5.3%	336,695	$35.0M
Cardinal Point Capital Management ULC	3.21%	Add +5.6%	331,175	$34.9M
Sanctuary Advisors, LLC	0.25%	Reduce -4.3%	330,550	$34.9M
Baird Financial Group, Inc.	0.07%	Reduce -16.1%	324,026	$34.2M
Nisa Investment Advisors, LLC	0.17%	Reduce -4.6%	323,430	$34.1M
Cahaba Wealth Management, Inc.	2.81%	Add +0.8%	322,438	$34.0M
Dohj, LLC	7.66%	Add +13.0%	318,205	$33.6M
Retirement Investment Advisors, Inc.	3.39%	Add +7.7%	317,807	$33.5M
Integrated Wealth Concepts LLC	0.39%	Add +10.4%	313,984	$33.1M
Full Sail Capital, LLC	2.14%	Reduce -2.9%	313,470	$33.1M
Pathstone Holdings, LLC	0.14%	Reduce -25.8%	313,052	$33.0M
Avantax Planning Partners, Inc.	1.15%	Add +2.0%	307,106	$32.4M
M&T Bank Corp	0.12%	Reduce -7.2%	301,237	$31.8M
Schneider Downs Wealth Management Advisors, LP	5.66%	Add +10.8%	296,578	$31.3M
Lutz Financial Services LLC	2.55%	Reduce -7.0%	295,299	$31.1M
BlackRock, Inc.	0.00%	Add +56.3%	294,158	$31.0M
Plante Moran Financial Advisors, LLC	2.66%	Reduce -13.5%	293,332	$30.9M
Bluespring Wealth Management, LLC	3.14%	Reduce -0.5%	292,543	$30.8M
Liquid Strategies, LLC	5.80%	Add +13.7%	291,936	$30.8M
G2 Capital Management, LLC / Oh	9.16%	Reduce -1.0%	286,747	$30.2M
Great Valley Advisor Group, Inc.	0.65%	Reduce -1.7%	285,614	$30.1M
Waldron Private Wealth LLC	1.40%	Reduce -20.5%	282,166	$29.8M
Garde Capital, Inc.	1.68%	New	278,139	$29.3M
Fort Point Capital Partners LLC	3.24%	Add +6.0%	274,971	$29.0M
CX Institutional	1.09%	Add +24.2%	274,717	$29.0M
Dynasty Wealth Management, LLC	0.48%	Reduce -12.2%	273,423	$28.8M
Cambridge Investment Research Advisors, Inc.	0.10%	Reduce -1.0%	273,138	$28.8M
Atria Wealth Solutions, Inc.	0.34%	Reduce -10.0%	270,274	$28.5M
Capital Insight Partners, LLC	4.93%	Add +4.6%	267,736	$28.2M
SageView Advisory Group, LLC	1.20%	Reduce -4.3%	265,906	$28.0M
Renaissance Technologies	0.04%	Add +172.3%	264,200	$27.9M
Blue Chip Partners, LLC	2.36%	Reduce -3.5%	259,792	$27.4M
Townsquare Capital LLC	0.29%	Reduce -5.6%	255,855	$27.0M
Ledyard National Bank	2.61%	Add +1.2%	250,393	$26.4M
Vestmark Advisory Solutions, Inc.	0.68%	Add +6570.0%	250,193	$26.4M
Stratos Wealth Partners, LTD.	0.40%	Add +14.8%	247,279	$26.1M
Modera Wealth Management, LLC	0.35%	Reduce -2.1%	242,805	$25.6M
Soros Fund Management	0.64%	No change	241,400	$25.5M
Seeds Investor LLC	7.11%	Reduce -3.6%	240,290	$25.3M
Crewe Advisors LLC	3.52%	Add +62.4%	237,821	$25.1M
Salomon & Ludwin, LLC	2.67%	Add +4.5%	237,201	$25.0M
Manufacturers Life Insurance Company, The	0.02%	Add +2.2%	236,047	$24.9M
Icon Wealth Advisors, LLC	2.04%	Reduce -1.1%	235,280	$24.8M
Choreo, LLC	0.38%	Add +2.8%	232,216	$24.5M
Bear Mountain Capital, Inc.	9.23%	Reduce -4.4%	228,724	$23.9M
New York Life Investment Management LLC	0.24%	Reduce -4.0%	225,821	$23.8M
NewEdge Advisors, LLC	0.14%	Reduce -9.5%	225,742	$23.8M
a16z Perennial Management, L.P.	2.95%	New	226,366	$23.6M
Perigon Wealth Management, LLC	0.61%	Reduce -8.2%	224,137	$23.6M
Private Advisor Group, LLC	0.14%	Add +3.0%	222,991	$23.5M
Regions Financial Corp.	0.17%	Reduce -14.4%	220,134	$23.2M
Angeles Wealth Management, LLC	1.90%	Reduce -48.9%	216,609	$22.8M
Morton Brown Family Wealth, LLC	7.59%	Add +5.9%	211,672	$22.3M
Prudential Financial Inc.	0.03%	Reduce -19.8%	209,858	$22.1M
Apella Capital, LLC	0.76%	Reduce -12.1%	213,479	$22.1M
Asio Capital, LLC	4.26%	Reduce -1.3%	208,922	$22.0M
Regimen Wealth, LLC	7.02%	Add +2.6%	206,975	$21.8M
Vicus Capital	2.03%	Reduce -0.4%	206,875	$21.8M
Altura Wealth Advisors Inc.	14.45%	Add +7.4%	206,731	$21.8M
Cardinal Strategic Wealth Guidance	6.95%	Add +1.0%	206,370	$21.8M
Austin Private Wealth, LLC	1.95%	Reduce -34.1%	205,801	$21.7M
Kestra Advisory Services, LLC	0.10%	Reduce -10.5%	203,798	$21.5M
Wesbanco Bank Inc.	0.73%	Add +2.1%	200,482	$21.1M
Ally Invest Advisors Inc.	1.80%	Add +2.6%	199,796	$21.1M
Meridian Wealth Partners, LLC	3.36%	Reduce -9.4%	199,472	$21.0M
RTD Financial Advisors, Inc.	2.83%	Add +2.3%	199,418	$21.0M
Avior Wealth Management, LLC	0.79%	Add +4.2%	198,644	$20.9M
Axxcess Wealth Management, LLC	0.57%	Reduce -1.3%	197,603	$20.8M
Unique Wealth, LLC	3.92%	Add +8.8%	196,696	$20.7M
Steward Partners Investment Advisory, LLC	0.18%	Add +1.1%	196,414	$20.7M
Slow Capital, Inc.	2.71%	Add +1.4%	192,248	$20.3M
Quotient Wealth Partners, LLC	0.65%	Reduce -4.3%	191,747	$20.2M
Apollon Wealth Management, LLC	0.44%	Add +29.3%	190,953	$20.1M
AMG National Trust Bank	0.56%	Reduce -2.8%	187,774	$19.8M
Boston Standard Wealth Management, LLC	4.35%	Reduce -11.8%	185,519	$19.8M
SCS Capital Management LLC	0.25%	New	186,183	$19.6M
Mather Group, Llc.	0.23%	Reduce -7.7%	184,625	$19.5M
Sagespring Wealth Partners, LLC	0.49%	Add +15.6%	184,426	$19.4M
Leonard Rickey Investment Advisors P.L.L.C.	4.18%	Reduce -4.3%	187,847	$19.4M
McNamara Financial Services, Inc.	4.11%	Add +7.5%	181,018	$19.1M
Arax Advisory Partners	1.21%	Reduce -4.1%	179,468	$18.9M
Johnson Financial Group, Inc.	0.92%	Reduce -17.4%	177,333	$18.7M
Chesley Taft & Associates LLC	0.90%	Reduce -0.9%	177,061	$18.7M
Lebenthal Global Advisors, LLC	3.46%	Reduce -3.3%	174,867	$18.4M
First Citizens Asset Management, Inc.	7.09%	Add +3.1%	172,989	$18.2M
Aspiriant, LLC	0.63%	Add +3.5%	172,436	$18.2M
Stage Harbor Financial, LLC	15.38%	Reduce -1.3%	172,325	$18.2M
Lido Advisors, LLC	0.11%	Reduce -8.3%	171,908	$18.1M
Alesco Advisors, LLC, An ESL Co	0.57%	Reduce -4.6%	171,624	$18.1M
Rinkey Investments	5.72%	Add +45.0%	171,248	$18.1M
Capital Asset Advisory Services LLC	0.92%	Reduce -4.5%	170,715	$18.0M
World Investment Advisors	0.46%	Reduce -3.8%	169,062	$17.8M
Clearwater Capital Advisors, LLC	1.71%	Add +0.2%	168,209	$17.7M
Alaska Wealth Advisors, LLC	2.69%	Reduce -9.8%	162,740	$17.2M
RMR Wealth Builders	1.80%	Add +13.9%	162,281	$17.1M
Citizens Financial Group Inc.	0.34%	Reduce -0.2%	162,024	$17.1M
Hengehold Capital Management LLC	1.60%	Add +55.4%	159,256	$16.8M
Symmetry Partners, LLC	2.29%	Add +5.7%	156,413	$16.5M
Stairway Partners, LLC	1.01%	Reduce -0.3%	156,069	$16.5M
Trust Co	1.93%	Reduce -15.5%	154,272	$16.3M
Aptus Capital Advisors, LLC	0.18%	Add +42.9%	153,261	$16.2M
FUKOKU MUTUAL LIFE INSURANCE Co	1.19%	No change	153,000	$16.1M
Single Point Partners, LLC	3.74%	Reduce -14.1%	151,022	$15.9M
One Wealth Advisors, LLC	2.27%	Reduce -17.4%	144,024	$15.2M
Old Mission Capital LLC	0.29%	New	143,066	$15.1M
Diversified Portfolios, Inc.	1.57%	Reduce -10.4%	141,291	$14.9M
Cresset Asset Management, LLC	0.07%	Reduce -30.6%	140,434	$14.8M
First Financial Bank - Trust Division	1.43%	Reduce -25.6%	140,013	$14.8M
Black Diamond Financial, LLC	2.21%	Add +37.0%	139,830	$14.7M
AlTi Global, Inc.	0.39%	Add +10.4%	139,441	$14.7M
Charles Schwab Trust Co	1.22%	Add +141.1%	138,663	$14.6M
&partners	0.15%	Add +8.4%	138,118	$14.5M
Brown Wealth Management, LLC	4.98%	Reduce -10.7%	137,282	$14.5M
Resonant Capital Advisors, LLC	1.00%	Add +8.0%	136,376	$14.4M
Kingdom Financial Group LLC.	10.50%	Reduce -11.1%	135,803	$14.3M
Brooklyn FI, LLC	4.37%	Add +13.3%	126,133	$14.1M
Janney Montgomery Scott LLC	0.04%	Reduce -0.3%	130,501	$13.8M
Integrated Advisors Network LLC	0.69%	Add +19.8%	130,175	$13.7M
Manhattan West Asset Management, LLC	3.50%	Add +21.8%	130,001	$13.7M
UNIVEST FINANCIAL Corp	0.89%	Add +22.4%	129,900	$13.7M
Alley Investment Management Company, LLC	1.71%	Reduce -1.9%	129,654	$13.7M
Revolve Wealth Partners, LLC	1.96%	Add +3.3%	128,290	$13.5M
Advisory Services Network, LLC	0.26%	Reduce -6.8%	127,734	$13.5M
GAMMA Investing LLC	1.01%	Add +11.4%	127,508	$13.4M
Freestone Capital Holdings, LLC	0.50%	Add +4.2%	126,542	$13.3M
Clearstead Advisors, LLC	0.21%	Reduce -2.5%	126,500	$13.3M
North Star Investment Management Corp.	0.97%	Reduce -3.8%	126,473	$13.3M
Sigma Planning Corp	0.42%	Reduce -5.8%	125,060	$13.2M
Centiva Capital, LP	0.76%	Reduce -9.9%	125,000	$13.2M
Parkside Investments, LLC	1.93%	Reduce -0.5%	124,200	$13.1M
Waverly Advisors, LLC	0.16%	Add +7.9%	123,806	$13.1M
Merit Financial Group, LLC	0.19%	Add +125.1%	122,972	$13.0M
Deutsche Bank AG	0.01%	Add +20.9%	121,843	$12.8M
Graypoint LLC	0.80%	Add +4.5%	121,768	$12.8M
Capital Analysts, LLC	0.48%	Reduce -35.7%	121,735	$12.8M
Towercrest Capital Management	2.44%	Reduce -7.6%	121,650	$12.8M
NewEdge Wealth, LLC	0.23%	Reduce -7.0%	118,556	$12.5M
Skyline Advisors, Inc.	4.86%	Add +0.7%	117,102	$12.3M
Fiduciary Trust Co	0.16%	Add +1.4%	115,750	$12.2M
Northeast Financial Group, Inc.	4.54%	Add +31.4%	115,299	$12.2M
Apeiron RIA LLC	3.62%	Add +5.6%	113,604	$12.0M
Orin Green Financial, LLC	5.53%	New	113,947	$11.7M
Fragasso Financial Advisors Inc	0.87%	Reduce -15.2%	110,965	$11.7M
Baron Silver Stevens Financial Advisors, LLC	2.05%	Reduce -1.3%	110,904	$11.7M
Veery Capital, LLC	4.48%	Add +0.2%	109,205	$11.5M
Founders Financial Securities LLC	0.97%	Add +2.7%	110,169	$11.5M
Brandywine Oak Private Wealth LLC	1.13%	Add +5.3%	108,769	$11.5M
Verus Wealth Management, LLC	12.48%	Add +0.2%	108,048	$11.4M
Forum Financial Management, LP	0.18%	Reduce -36.7%	105,904	$11.2M
Dakota Wealth Management	0.26%	Add +4.0%	104,634	$11.0M
Catalyst Financial Partners LLC	2.03%	Add +8.7%	104,363	$11.0M
Horizon Investments, LLC	0.33%	Reduce -2.1%	104,911	$11.0M
Robertson Stephens Wealth Management, LLC	0.41%	Add +25.0%	103,411	$10.9M
Atria Investments, Inc	0.14%	Add +1.8%	101,592	$10.7M
CIBC Private Wealth Group LLC	0.02%	Reduce -2.8%	103,625	$10.6M
Simplicity Wealth,LLC	0.82%	Add +666.4%	99,802	$10.5M
25 LLC	4.32%	Add +3.6%	99,004	$10.4M
Nicolet Advisory Services, LLC	1.02%	Reduce -7.0%	100,299	$10.3M
Beacon Bridge Wealth Partners, LLC	4.38%	Add +11.8%	97,442	$10.3M
Hudock, Inc.	1.79%	Add +13.9%	97,295	$10.3M
Fifth Third Bancorp	0.04%	Reduce -11.2%	96,035	$10.1M
First Horizon Advisors, Inc.	0.28%	Reduce -58.5%	94,691	$10.0M
Albion Financial Group	0.71%	Add +6.8%	94,675	$10.0M
Lindenwold Advisors, INC	5.53%	Add +1.0%	94,125	$9.9M
Martel Wealth Advisors LLC	1.97%	Add +1.7%	93,930	$9.9M
CWA Asset Management Group, LLC	0.47%	Add +11.2%	93,757	$9.9M
PDS Planning, Inc	0.83%	Add +1.2%	93,754	$9.9M
Waterloo Capital, L.P.	0.92%	Add +39.1%	93,606	$9.9M
Flputnam Investment Management Co.	0.18%	Reduce -18.6%	92,391	$9.7M
Smith & Howard Wealth Management, LLC	2.65%	Add +4.6%	92,057	$9.7M
Laird Norton Wetherby Trust Company, LLC	1.56%	Add +6.5%	91,750	$9.7M
Partners Capital Investment Group, LLP	0.16%	New	91,634	$9.7M
Weitzel Financial Services, Inc.	4.59%	No change	91,332	$9.6M
Sand Hill Global Advisors, LLC	0.40%	Reduce -29.3%	90,941	$9.6M
Private Wealth Management Group, LLC	3.52%	Reduce -6.8%	90,477	$9.5M
BCO Wealth Management LLC	7.46%	Reduce -2.2%	90,218	$9.5M
Global Wealth Strategies & Associates	2.88%	Add +18.1%	90,101	$9.5M
Brookstone Capital Management	0.13%	Add +20.0%	88,564	$9.3M
Peapack Gladstone Financial Corp.	0.14%	Add +21.8%	88,233	$9.3M
CGN Advisors LLC	0.90%	Add +29.1%	86,840	$9.2M
Horiko Capital Management LLC	2.69%	No change	86,550	$9.1M
Ackerman Capital Advisors, LLC	2.41%	Add +5.3%	86,403	$9.1M
Cook Wealth, LLC	4.37%	Reduce -9.3%	86,198	$9.0M
Granite Harbor Advisors, Inc.	4.76%	Add +8.8%	84,997	$9.0M
Aquire Wealth Advisors, LLC	2.75%	Add +1.5%	84,667	$8.9M
German American Bancorp, Inc.	0.94%	Reduce -20.4%	82,824	$8.7M
Focus Financial Network, Inc.	0.36%	Add +4.9%	82,684	$8.7M
NorthCoast Asset Management LLC	0.04%	Reduce -19.9%	82,019	$8.6M
Regal Investment Advisors LLC	0.70%	Reduce -2.6%	81,515	$8.6M
GM Advisory Group, LLC	0.46%	Reduce -4.6%	81,410	$8.6M
Wealth Advisory Solutions, LLC	2.24%	New	80,325	$8.5M
Okabena Investment Services Inc.	2.13%	Reduce -25.9%	80,102	$8.4M
LMR Partners LLP	0.23%	New	80,000	$8.4M
Opus Capital Group, LLC	1.07%	Reduce -3.9%	79,008	$8.3M
Valmark Advisers, Inc.	0.12%	Reduce -0.8%	78,390	$8.3M
Kingsview Wealth Management, LLC	0.16%	Add +8.0%	78,299	$8.3M
Simplex Trading, LLC	0.29%	Reduce -19.4%	77,947	$8.2M
Savvy Advisors, Inc.	0.83%	Add +12.9%	77,891	$8.2M
Bragg Financial Advisors, Inc	0.34%	Add +4.6%	77,812	$8.2M
High Falls Advisors, Inc	1.91%	Add +16.7%	77,027	$8.1M
St Germain D J Co. Inc.	0.38%	Add +25.3%	75,849	$8.0M
Focus Partners Advisor Solutions, LLC	0.12%	Add +35.0%	75,831	$8.0M
One Wealth Capital Management, LLC	4.28%	Reduce -2.8%	75,589	$8.0M
Summit Financial, LLC	0.22%	Reduce -40.1%	75,411	$8.0M
Kayne Anderson Rudnick Investment Management LLC	0.02%	Add +2.3%	75,241	$7.9M
Ade, LLC	4.53%	Reduce -0.2%	74,602	$7.9M
Confluence Wealth Services, Inc.	0.49%	Add +70.8%	75,785	$7.8M
City of London Investment Management Co. Ltd.	0.84%	Add +33.1%	74,357	$7.8M
Stephens Consulting, LLC	1.96%	Reduce -2.5%	73,790	$7.8M
FSM Wealth Advisors, LLC	1.74%	Add +3.5%	73,554	$7.8M
Alliance Wealth Management Group	2.07%	Add +0.3%	72,983	$7.7M
Savant Capital, LLC	0.07%	Reduce -16.6%	72,757	$7.7M
Acropolis Investment Management, LLC	0.44%	Reduce -3.7%	70,862	$7.5M
Diversified Enterprises, LLC	0.63%	Add +111.0%	70,736	$7.5M
Advus Financial Partners, LLC	2.09%	Add +1.1%	70,726	$7.5M
Arkansas Financial Group, Inc.	1.29%	Add +2.3%	72,387	$7.5M
IMPACTfolio, LLC	3.92%	Add +18.1%	70,655	$7.4M
WealthShield Partners, LLC	0.96%	Add +3.8%	70,611	$7.4M
Harbor Group, Inc.	1.48%	Reduce -17.3%	70,173	$7.4M
Capital Management Associates, Inc	1.67%	Add +182.3%	69,814	$7.4M
May Hill Capital, LLC	2.76%	Add +3.4%	69,467	$7.3M
Ironwood Wealth Management, LLC.	2.24%	Reduce -7.3%	69,148	$7.3M
Atlatl Advisers LLC	4.69%	Add +8.0%	68,465	$7.2M
Ashton Thomas Private Wealth, LLC	0.28%	Reduce -14.0%	68,164	$7.2M
Burt Wealth Advisors	1.79%	Reduce -1.6%	67,947	$7.2M
Pines Wealth Management, LLC	3.31%	Add +10.5%	69,944	$7.2M
Legacy Financial Strategies, LLC	1.56%	Add +2.2%	67,868	$7.2M
Wrenne Financial Planning LLC	3.80%	Add +3.3%	67,814	$7.2M
Moller Wealth Partners	1.76%	Reduce -1.6%	67,564	$7.1M
Fiduciary Financial Group, LLC	1.55%	Add +43.5%	69,123	$7.1M
Caliber Wealth Management, LLC / KS	0.97%	—	67,324	$7.1M
Fulton Breakefield Broenniman LLC	0.51%	Add +9.9%	66,475	$7.0M
RFP Financial Group LLC	2.81%	Add +0.0%	66,038	$7.0M
Cannon Financial Strategists, Inc.	1.18%	Add +17.0%	65,358	$6.9M
Foster & Motley Inc.	0.43%	Reduce -0.8%	65,192	$6.9M
Gradient Investments LLC	0.14%	New	65,023	$6.9M
Bartlett & Co. Wealth Management LLC	0.10%	Reduce -3.3%	64,844	$6.8M
Elm Partners Management LLC	0.44%	Reduce -53.7%	64,736	$6.8M
Gerber Kawasaki Wealth & Investment Management	0.31%	Reduce -0.3%	64,559	$6.8M
Mayflower Financial Advisors, LLC	1.03%	Reduce -8.3%	64,418	$6.8M
Clarity Asset Management, Inc.	4.36%	Reduce -34.7%	64,301	$6.8M
Brown Advisory Inc.	0.01%	Reduce -5.8%	64,245	$6.8M
Phillips Financial Management, LLC	0.52%	Add +4.4%	64,144	$6.8M
Principal Securities, Inc.	0.15%	Add +0.2%	63,387	$6.8M
Seaside Wealth Management, Inc.	2.40%	Reduce -1.9%	63,795	$6.7M
GenTrust, LLC	0.32%	No change	63,444	$6.7M
IMC-Chicago, LLC	0.26%	New	62,413	$6.6M
Exchange Bank	5.29%	Add +6.2%	62,236	$6.6M
Smithfield Trust Co	0.33%	Add +2.7%	61,847	$6.5M
BTC Capital Management, Inc.	0.60%	Reduce -0.3%	61,725	$6.5M
Astoria Strategic Wealth, Inc.	1.91%	Add +2.4%	61,661	$6.5M
Keebeck Wealth Management	0.95%	Add +1.6%	61,232	$6.5M
Invenio Wealth Partners LLC	2.70%	Reduce -2.3%	61,019	$6.4M
Dogwood Wealth Management LLC	3.37%	Reduce -0.2%	60,775	$6.4M
Exencial Wealth Advisors, LLC	0.24%	Add +10.6%	60,668	$6.4M
FFT Wealth Management LLC	1.33%	Add +39.7%	60,356	$6.4M
Patriot Investment Management Group, Inc.	0.47%	Add +20.9%	59,822	$6.3M
Stonehage Fleming Financial Services Holdings Ltd	0.22%	Add +125.0%	59,467	$6.3M
Zhang Financial LLC	0.33%	Add +30.1%	59,037	$6.2M
WealthCollab, LLC	3.84%	Add +19.5%	58,823	$6.2M
Connecticut Wealth Management, LLC	0.32%	Add +8.4%	58,288	$6.1M
Wealthcare Capital Management LLC	0.62%	Reduce -9.8%	57,911	$6.1M
Trinity Wealth Management, LLC	2.79%	Reduce -1.6%	57,889	$6.1M
Alpha Financial Partners LLC	4.87%	Add +9.3%	57,520	$6.1M
Aua Capital Management, LLC	3.93%	Add +6.9%	57,207	$6.0M
Wealth Management Resources, Inc.	2.19%	Reduce -3.7%	57,107	$6.0M
Dravo Bay LLC	3.18%	Reduce -11.6%	56,834	$6.0M
Davidson Investment Advisors	0.29%	Add +14.6%	56,625	$6.0M
Raub Brock Capital Management LP	1.30%	Reduce -17.4%	55,215	$5.8M
Capital Investment Services of America, Inc.	0.59%	Reduce -7.9%	55,129	$5.8M
Geneos Wealth Management Inc.	0.19%	Add +24.9%	54,955	$5.8M
Vannoy Advisory Group, Inc.	4.27%	Add +0.9%	54,672	$5.8M
Precedent Wealth Partners, LLC	1.59%	Add +4.3%	54,446	$5.7M
Bailard, Inc.	0.15%	Reduce -39.7%	54,387	$5.7M
Strategic Blueprint, LLC	0.31%	Reduce -23.1%	54,123	$5.7M
Biltmore Family Office, LLC	0.97%	Reduce -12.5%	53,893	$5.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.15%	Add +2.2%	53,628	$5.7M
Passive Capital Management, LLC.	1.79%	Reduce -0.9%	53,527	$5.6M
Proathlete Wealth Management LLC	1.98%	Add +7.6%	51,452	$5.4M
LPWM LLC	1.74%	Reduce -5.6%	51,349	$5.4M
NewSquare Capital LLC	0.44%	Reduce -2.2%	50,576	$5.3M
Naples Global Advisors, LLC	0.50%	Add +2.2%	50,189	$5.3M
First National Trust Co	0.21%	Reduce -7.0%	49,897	$5.3M
Watershed Private Wealth LLC	2.10%	Reduce -19.8%	49,891	$5.3M
Financial Advocates Investment Management	0.37%	Add +28.8%	49,687	$5.2M
Sig Brokerage, LP	1.53%	New	49,669	$5.2M
Greenleaf Trust	0.05%	Add +3.4%	48,662	$5.1M
Tudor Investment Corporation	0.05%	Add +854.3%	48,393	$5.1M
Traveka Wealth, LLC	2.85%	Reduce -11.7%	48,248	$5.1M
RFG Advisory, LLC	0.14%	Reduce -39.8%	48,220	$5.1M
Presilium Private Wealth, LLC	1.13%	Add +6.6%	48,036	$5.1M
K2 Financial Inc.	4.97%	Reduce -12.8%	49,183	$5.1M
Financial Life Advisors	1.88%	Reduce -6.6%	47,895	$5.1M
Prospera Financial Services Inc	0.12%	Add +4.2%	47,780	$5.0M
Northern Trust Corp.	0.00%	Reduce -19.9%	47,646	$5.0M
Premier Path Wealth Partners, LLC	0.78%	Add +12.4%	47,502	$5.0M
Stephens Inc.	0.07%	Reduce -1.1%	46,395	$4.9M
TD Private Client Wealth LLC	0.13%	Reduce -0.2%	45,927	$4.8M
Brio Consultants, LLC	0.76%	Add +2.9%	45,659	$4.8M
TD Capital Management LLC	0.49%	Add +5.3%	45,455	$4.8M
True Vision MN LLC	2.87%	Reduce -6.9%	45,398	$4.8M
Legacy Private Trust Co.	0.33%	Reduce -22.1%	45,284	$4.8M
Partners in Financial Planning	0.96%	Add +27.3%	45,202	$4.8M
Stone House Investment Management, LLC	0.97%	Reduce -31.2%	45,150	$4.8M
CV Advisors LLC	1.66%	No change	44,726	$4.7M
Hassell Wealth Management, LLC	2.01%	Add +0.0%	45,614	$4.7M
Financial Counselors Inc.	0.07%	Add +6.8%	44,644	$4.7M
Rehmann Capital Advisory Group	0.30%	Reduce -60.4%	44,555	$4.7M
CW Advisors, LLC	0.06%	Add +55.9%	44,507	$4.7M
BNP Paribas Financial Markets	0.00%	Add +70.0%	44,250	$4.7M
First American Trust, FSB	0.42%	Add +19.3%	43,704	$4.6M
First Business Financial Services, Inc.	0.45%	Add +8.4%	43,532	$4.6M
Armor Investment Advisors, LLC	1.89%	Add +17.3%	43,398	$4.6M
Country Trust Bank	0.11%	Reduce -0.5%	43,200	$4.6M
Kestra Private Wealth Services, LLC	0.08%	Reduce -9.4%	43,124	$4.5M
McAdam, LLC	0.28%	Reduce -34.5%	43,115	$4.5M
Creative Financial Designs Inc.	0.36%	Reduce -6.2%	42,721	$4.5M
Waterway Wealth Management, LLC	1.87%	New	42,600	$4.5M
Clifford Group, LLC	4.19%	Add +57.3%	42,588	$4.5M
Joel Isaacson & Co., LLC	0.20%	Add +10.1%	42,477	$4.5M
BCGM Wealth Management, LLC	1.37%	Reduce -12.4%	42,419	$4.5M
CreativeOne Wealth, LLC	0.13%	Add +5.4%	42,394	$4.5M
Avidian Wealth Enterprises, LLC	0.20%	Reduce -1.9%	42,302	$4.5M
Avant Financial Advisors LLC	4.02%	Add +7.7%	42,010	$4.4M
HUB Investment Partners, LLC	0.18%	Reduce -0.1%	41,692	$4.4M
Avid Wealth Partners LLC	2.97%	Add +65.6%	41,501	$4.4M
MAI Capital Management	0.03%	Reduce -6.5%	41,456	$4.4M
RCS Financial Planning, LLC	2.30%	Add +61.0%	41,251	$4.3M
Synovus Financial Corp.	0.06%	Reduce -8.8%	41,059	$4.3M
Montecito Bank & Trust	0.76%	Add +16.8%	40,550	$4.3M
Galvin, Gaustad & Stein, LLC	0.39%	Reduce -18.2%	40,349	$4.3M
Grove Bank & Trust	0.57%	Add +10.1%	40,114	$4.2M
Cascade Financial Partners, LLC	0.53%	Add +3.1%	39,613	$4.2M
Mission Wealth Management, LP	0.10%	Add +3.3%	39,249	$4.1M
Bleakley Financial Group, LLC	0.13%	Add +9.8%	39,054	$4.1M
Chicago Partners Investment Group LLC	0.14%	Reduce -2.1%	39,171	$4.1M
Pure Financial Advisors, LLC	0.09%	Add +19.9%	38,743	$4.1M
Life Planning Partners, Inc	3.69%	Add +12.1%	38,673	$4.1M
Lifeworks Advisors, LLC	0.68%	Add +11.9%	38,645	$4.1M
Bare Financial Services, Inc	1.57%	Add +1.7%	38,632	$4.1M
Motive Wealth Advisors	2.18%	Reduce -18.1%	38,610	$4.1M
Ameritas Investment Partners, Inc.	0.14%	Reduce -0.8%	38,432	$4.1M
Capital Advisors Wealth Management, LLC	0.71%	Add +7.7%	38,192	$4.0M
Traphagen Investment Advisors LLC	0.42%	Add +5.8%	38,141	$4.0M
Curbstone Financial Management Corp	0.84%	Reduce -0.1%	37,842	$4.0M
Wolverine Trading, LLC	0.13%	New	37,849	$4.0M
Hancock Whitney Corp.	0.13%	Reduce -42.6%	37,730	$4.0M
Physician Wealth Solutions Inc.	1.98%	Add +23.7%	37,376	$3.9M
Waterford Advisors, LLC	1.63%	New	37,233	$3.9M
D L Carlson Investment Group Inc.	0.75%	Add +2.8%	37,225	$3.9M
Johnson Bixby & Associates, LLC	0.58%	Add +11.9%	36,814	$3.9M
Insight Wealth Strategies, LLC	0.52%	Add +4.7%	36,688	$3.9M
Edgestream Partners, L.P.	0.13%	Reduce -18.9%	36,681	$3.9M
Bridge Generations Wealth Management LLC	2.41%	Add +2.7%	36,461	$3.8M
Sovran Advisors, LLC	0.50%	Reduce -1.3%	37,015	$3.8M
Ullmann Wealth Partners Group, LLC	0.50%	Add +16.4%	35,939	$3.8M
Sincerus Advisory, LLC	3.94%	Add +32.3%	35,447	$3.7M
Schechter Investment Advisors, LLC	0.31%	Add +2.1%	35,410	$3.7M
LifeWealth Investments, LLC	1.79%	Add +56.0%	35,315	$3.7M
Becker Capital Management Inc.	0.12%	Add +7.0%	35,231	$3.7M
Durante & Waters, LLC	3.12%	Add +7.9%	35,223	$3.7M
Independent Advisor Alliance	0.12%	Reduce -72.6%	34,908	$3.7M
Level Four Advisory Services, LLC	0.15%	Add +48.3%	34,843	$3.7M
Private Trust Co. NA	0.38%	Reduce -12.9%	34,815	$3.7M
Tobias Financial Advisors, Inc.	0.71%	Add +15.7%	34,611	$3.6M
FourThought Financial Partners, LLC	0.38%	Add +10.6%	34,379	$3.6M
CFS Investment Advisory Services, LLC	0.32%	Reduce -34.9%	34,328	$3.6M
Blair William & Co.	0.01%	Add +7.5%	34,226	$3.6M
Rosenberg Matthew Hamilton	0.90%	Add +4.5%	34,131	$3.6M
Baker Avenue Asset Management, LP	0.11%	Add +12.3%	33,916	$3.6M
Whittier Trust Co. of Nevada Inc.	0.09%	Add +2.4%	33,851	$3.6M
Mainsail Financial Group, LLC	2.00%	Add +7.7%	33,548	$3.5M
Whitegate Investment Counselors, Inc.	1.25%	Reduce -2.1%	33,320	$3.5M
Aletheian Wealth Advisors LLC	1.97%	Add +13.9%	33,308	$3.5M
Eagle Rock Investment Company, LLC	0.60%	Add +3.0%	33,275	$3.5M
Investment Management Associates Inc.	1.43%	No change	33,191	$3.5M
Joseph Group Capital Management	1.34%	Reduce -11.6%	33,181	$3.5M
SevenBridge Financial Group, LLC	0.68%	Reduce -11.7%	33,282	$3.5M
Verus Capital Partners, LLC	0.34%	Add +15.0%	32,548	$3.4M
My Legacy Advisors, LLC	1.32%	Reduce -16.2%	32,487	$3.4M
Concurrent Investment Advisors, LLC	0.08%	Add +42.6%	32,467	$3.4M
Tilson Financial Group, Inc.	1.35%	Add +3.6%	32,279	$3.4M
Wedbush Securities Inc.	0.12%	Add +21.1%	32,146	$3.4M
Signal Tree Financial Partners LLC	3.37%	Add +5.9%	31,852	$3.4M
Financial Insights, Inc.	1.33%	Reduce -5.6%	31,639	$3.3M
Leeward Financial Partners, LLC	1.24%	Add +2.9%	31,561	$3.3M
Westside Investment Management, Inc.	0.71%	Add +11.3%	31,505	$3.3M
Tassel Capital Management, Inc.	2.89%	Reduce -0.1%	31,360	$3.3M
Moss Adams Wealth Advisors LLC	0.35%	Reduce -62.6%	31,294	$3.3M
Benjamin Edwards Inc.	0.05%	Reduce -1.3%	31,287	$3.3M
Foundations Investment Advisors, LLC	0.06%	Add +19.1%	30,870	$3.3M
Blue Trust, Inc.	0.04%	Add +828.7%	30,832	$3.3M
SteelPeak Wealth, LLC	0.14%	Add +0.8%	30,748	$3.2M
Gutierrez Wealth Advisory, LLC	2.63%	Add +0.6%	30,687	$3.2M
Beaird Harris Wealth Management, LLC	0.27%	Reduce -23.9%	30,521	$3.2M
Thrive Wealth Management, LLC	0.61%	Add +1.4%	30,474	$3.2M
Joel Adams & Associates, Inc.	2.87%	Reduce -2.0%	30,213	$3.2M
ONE Advisory Partners, LLC	1.36%	Reduce -24.5%	30,193	$3.2M
Apollon Financial, LLC	0.75%	Reduce -1.7%	30,058	$3.2M
Dynamic Advisor Solutions LLC	0.10%	Reduce -7.1%	29,925	$3.2M
MIdWestOne Financial Group, Inc.	0.45%	Reduce -0.2%	29,777	$3.1M
Prosperity Consulting Group, LLC	0.24%	Reduce -29.9%	29,505	$3.1M
Summit Wealth Group, LLC	0.91%	Add +40.2%	29,508	$3.1M
Quantinno Capital Management LP	0.02%	Add +5.8%	29,413	$3.1M
Csenge Advisory Group	0.17%	Reduce -22.8%	29,671	$3.1M
Strive Asset Management, LLC	2.13%	Add +35.8%	29,102	$3.1M
Composition Wealth, LLC	0.06%	Reduce -17.3%	28,964	$3.1M
Caldwell Trust Co	0.32%	Reduce -6.6%	28,689	$3.0M
Patton Albertson Miller Group, LLC	0.45%	Reduce -0.2%	28,538	$3.0M
Keybank National Association	0.01%	Reduce -3.4%	28,517	$3.0M
Factor Wealth Management LTD	0.91%	Add +1.1%	28,087	$3.0M
Graver Capital Management, LLC	3.00%	Add +9.2%	27,886	$2.9M
Hohimer Wealth Management, LLC	0.58%	Reduce -30.9%	27,880	$2.9M
GenWealth Group, Inc.	0.65%	New	27,779	$2.9M
Belpointe Asset Management LLC	0.15%	Add +476.1%	27,747	$2.9M
First International Bank & Trust	0.91%	Add +8.4%	27,380	$2.9M
Arcadia Wealth Management, LLC	1.42%	Add +0.4%	27,300	$2.9M
Kwmg, LLC	0.29%	Add +1.8%	27,145	$2.9M
Symphony Financial, Ltd. Co.	1.68%	Reduce -23.6%	27,480	$2.8M
Goodman Advisory Group, LLC	0.86%	New	26,791	$2.8M
SigFig Wealth Management, LLC	0.10%	Add +8.7%	26,597	$2.8M
Smallwood Wealth Investment Management, LLC	1.77%	Add +0.0%	26,638	$2.8M
Waller Financial Planning Group, Inc.	0.79%	Add +1.3%	26,613	$2.8M
IHT Wealth Management, LLC	0.09%	Reduce -2.8%	26,581	$2.8M
Sterling Investment Advisors, Ltd.	0.67%	No change	26,490	$2.8M
Safir Wealth Advisors, LLC	2.21%	Add +35.2%	26,469	$2.8M
Americana Partners, LLC	0.11%	No change	26,412	$2.8M
Paulson Wealth Management Inc.	0.78%	Reduce -1.6%	26,410	$2.8M
Compound Planning, Inc.	0.13%	Reduce -53.0%	26,388	$2.8M
Meeder Advisory Services, Inc.	0.17%	Reduce -96.7%	26,357	$2.8M
Insight Wealth Partners, LLC	1.66%	Reduce -0.8%	26,154	$2.8M
Lansing Street Advisors	0.91%	Add +45.4%	25,878	$2.7M
Detalus Advisors, LLC	0.85%	Reduce -16.2%	25,744	$2.7M
Paladin Advisory Group, LLC	2.16%	Reduce -9.8%	25,551	$2.7M
BSW Wealth Partners	0.41%	Reduce -30.3%	25,476	$2.7M
Cornerstone Wealth Management, LLC	0.18%	Reduce -5.7%	25,472	$2.7M
ORG Partners LLC	0.68%	Reduce -34.1%	25,338	$2.7M
Aspire Private Capital, LLC	0.66%	Add +245.8%	25,237	$2.7M
Lowe Brockenbrough & Co. Inc.	0.17%	Reduce -1.5%	25,113	$2.6M
White Lighthouse Investment Management Inc.	0.47%	Reduce -7.5%	25,093	$2.6M
Compass Capital Corp. /Ma/	1.38%	No change	25,117	$2.6M
Wayfinding Financial, LLC	1.16%	Add +7.8%	25,016	$2.6M
Flow Traders U.S. LLC	0.11%	New	24,954	$2.6M
Brady Martz Wealth Solutions, LLC	0.59%	Reduce -9.3%	24,862	$2.6M
Venturi Wealth Management, LLC	0.14%	Add +10.3%	24,746	$2.6M
Advisory Resource Group	0.53%	Add +12.6%	24,735	$2.6M
Stephenson & Company, Inc.	1.69%	Reduce -0.3%	24,707	$2.6M
Snowden Capital Advisors LLC	0.08%	Reduce -0.3%	24,617	$2.6M
Checchi Capital Advisers, LLC	0.18%	Add +34.3%	24,563	$2.6M
Cedar Point Capital Partners, LLC	1.74%	Add +3.0%	24,555	$2.6M
McKinley Carter Wealth Services, Inc.	0.16%	Reduce -86.0%	24,491	$2.6M
Power Wealth Management LLC	1.04%	Reduce -42.8%	24,405	$2.6M
Investment Partners, LTD.	1.07%	Reduce -5.5%	24,387	$2.6M
Hoge Financial Services, LLC	1.80%	Add +4.7%	24,364	$2.6M
Patten Group, Inc.	0.58%	Add +30.6%	23,852	$2.5M
Parallel Advisors, LLC	0.06%	Reduce -8.2%	23,584	$2.5M
Grey Fox Wealth Advisors, LLC	0.66%	Reduce -10.5%	23,438	$2.5M
James Investment Research, Inc.	0.31%	Reduce -0.3%	23,102	$2.4M
Flagship Harbor Advisors, LLC	0.13%	Add +18.2%	23,087	$2.4M
Bryn Mawr Trust Advisors, LLC	0.15%	Add +29.3%	23,087	$2.4M
Client First Capital LLC	1.25%	No change	23,079	$2.4M
Algorithmic Investment Models, LLC	1.76%	New	22,642	$2.4M
Jacobson & Schmitt Advisors, LLC	0.48%	Add +2.0%	22,386	$2.4M
Bowman & Co S.C.	1.16%	Add +7.4%	22,207	$2.3M
Procyon Advisors, LLC	0.14%	Reduce -12.3%	22,162	$2.3M
Madison Wealth Partners, Inc	0.57%	Reduce -3.1%	21,936	$2.3M
Accurate Wealth Management, LLC	0.44%	Reduce -12.9%	22,560	$2.3M
U.S. Capital Wealth Advisors, LLC	0.07%	Add +0.1%	21,895	$2.3M
Maia Wealth LLC	0.52%	Add +2.5%	22,176	$2.3M
Aspen Wealth Management LLC	0.64%	Add +49.7%	21,531	$2.3M
Plum Street Advisors, LLC	1.09%	Add +4.2%	21,492	$2.3M
Stratos Wealth Advisors, LLC	0.12%	Reduce -51.6%	21,477	$2.3M
MKD Wealth Coaches, LLC	2.55%	Reduce -38.0%	21,337	$2.2M
Alhambra Investment Management LLC	1.16%	Reduce -6.0%	21,322	$2.2M
AdvisorNet Financial, Inc	0.17%	Reduce -42.7%	21,059	$2.2M
Retirement Wealth Solutions LLC	1.79%	Add +3.8%	21,012	$2.2M
Mutual Advisors, LLC	0.06%	Reduce -4.4%	21,298	$2.2M
Per Stirling Capital Management, LLC.	0.32%	Reduce -33.9%	20,989	$2.2M
Synergy Investment Management, LLC	0.92%	Reduce -2.8%	20,987	$2.2M
James J. Burns & Company, LLC	0.39%	Add +1.7%	20,889	$2.2M
McNaughton Wealth Management, LLC	1.06%	Reduce -12.8%	20,787	$2.2M
SWS Partners	0.72%	Reduce -20.9%	20,723	$2.2M
Garden State Investment Advisory Services LLC	0.70%	Reduce -10.0%	20,639	$2.2M
Visionary Wealth Advisors	0.13%	Add +2.6%	20,584	$2.2M
Philadelphia Trust Co.	0.19%	No change	20,554	$2.2M
Narus Financial Partners, LLC	0.74%	Reduce -6.0%	20,523	$2.2M
Jefferies Financial Group Inc.	0.04%	Add +2.6%	20,513	$2.2M
Founders Grove Wealth Partners, LLC	0.60%	Add +19.6%	20,440	$2.2M
Wealth Alliance, LLC	0.26%	Reduce -23.6%	20,429	$2.2M
Clarius Group, LLC	0.14%	Reduce -37.8%	20,426	$2.2M
Acima Private Wealth, LLC	0.77%	Add +3.9%	20,352	$2.1M
Stokes Family Office, LLC	0.24%	Add +20.9%	20,242	$2.1M
Grand Wealth Management, LLC	1.17%	Reduce -2.8%	20,234	$2.1M
Money Concepts Capital Corp.	0.16%	Reduce -5.3%	20,023	$2.1M
IFG Advisors, LLC	0.41%	Add +30.0%	19,980	$2.1M
Forte Asset Management LLC	1.06%	Reduce -13.6%	19,926	$2.1M
Maridea Wealth Management LLC	0.68%	Reduce -5.8%	19,888	$2.1M
IFG Advisory, LLC	0.12%	Add +14.8%	19,882	$2.1M
Strategies Wealth Advisors, LLC	0.26%	Reduce -1.1%	19,875	$2.1M
Ieq Capital, LLC	0.02%	Add +567.0%	19,864	$2.1M
Cambridge Capital Management, LLC	1.32%	Reduce -2.2%	19,840	$2.1M
Sharkey, Howes & Javer	0.30%	Reduce -13.2%	19,818	$2.1M
Seascape Capital Management	0.72%	Add +23.1%	19,684	$2.1M
Howard Bailey Securities, LLC	0.69%	Add +20.4%	19,581	$2.1M
Ethos Financial Group, LLC	0.20%	Reduce -0.5%	19,416	$2.1M
Hamilton Wealth, LLC	0.49%	Add +5.8%	19,459	$2.1M
Stock Yards Bank & Trust Co.	0.07%	Reduce -5.2%	19,443	$2.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.16%	Add +18.2%	19,363	$2.0M
Capstone Financial Advisors, Inc.	0.13%	Reduce -0.3%	19,354	$2.0M
Brown Brothers Harriman & Co.	0.01%	Reduce -5.5%	19,235	$2.0M
Theory Financial LLC	0.85%	Reduce -37.5%	19,223	$2.0M
Breakwater Capital Group	0.36%	Reduce -2.8%	19,218	$2.0M
Juncture Wealth Strategies, LLC	0.79%	Reduce -4.7%	19,216	$2.0M
Financial Strategies Group, Inc.	0.48%	Add +4.5%	19,440	$2.0M
Gen-Wealth Partners Inc	0.84%	Add +33.6%	19,066	$2.0M
TruNorth Capital Management, LLC	0.50%	Add +13.4%	18,985	$2.0M
Fortis Capital Advisors, LLC	0.41%	Add +814.4%	18,955	$2.0M
FC Advisory LLC	0.67%	Add +3.3%	18,842	$2.0M
Cornerstone Investment Partners, LLC	0.10%	Add +78.0%	18,819	$2.0M
Beaumont Financial Advisors, LLC	0.16%	Reduce -16.5%	18,796	$2.0M
Fifth Third Securities, Inc.	0.17%	Reduce -10.7%	18,566	$2.0M
Professional Financial Advisors, LLC	0.49%	Add +8.0%	18,452	$1.9M
Arkadios Wealth Advisors	0.07%	Add +20.4%	18,425	$1.9M
Confluence Investment Management LLC	0.03%	Add +75.4%	18,415	$1.9M
Redwood Investment Management, LLC	0.21%	Reduce -3.1%	18,344	$1.9M
Aveo Capital Partners, LLC	0.32%	Add +135.2%	18,481	$1.9M
Stephen J. Garry & Associates, LLC	1.80%	Add +6.3%	18,265	$1.9M
Main Street Financial Solutions, LLC	0.17%	Add +1.7%	18,264	$1.9M
FAS Wealth Partners, Inc.	0.16%	Add +9.6%	18,231	$1.9M
Columbia Bank	0.66%	Reduce -0.6%	18,169	$1.9M
Keystone Wealth Services, LLC	0.52%	Reduce -1.1%	18,121	$1.9M
Riversedge Advisors, LLC	0.42%	Reduce -20.4%	18,015	$1.9M
Millennium Management	0.00%	Add +645.6%	17,804	$1.9M
Crumly & Associates Inc.	0.51%	Add +2.8%	17,684	$1.9M
Equita Financial Network, Inc.	0.65%	Reduce -75.4%	17,661	$1.9M
Cornerstone Wealth Group, LLC	0.15%	Add +4.8%	17,518	$1.8M
Oak Wealth Advisors LLC	1.36%	Reduce -28.5%	17,406	$1.8M
LJI Wealth Management, LLC	0.37%	Add +0.2%	17,387	$1.8M
TPG Advisors LLC	1.44%	Reduce -13.8%	17,331	$1.8M
Sterling Financial Planning, Inc.	0.66%	Reduce -25.8%	17,243	$1.8M
Canvas Wealth Advisors, LLC	0.47%	Add +21.9%	17,599	$1.8M
Kings Path Partners LLC	0.88%	Reduce -8.9%	17,118	$1.8M
Harbour Investments, Inc.	0.05%	Reduce -21.8%	17,088	$1.8M
Bernardo Wealth Planning LLC	0.43%	Add +0.8%	17,084	$1.8M
Emprise Bank	0.96%	New	17,037	$1.8M
Fidelity D & D Bancorp Inc.	1.18%	Reduce -25.3%	16,986	$1.8M
Liberty Capital Management, Inc.	0.40%	No change	16,924	$1.8M
Cannon Advisors, Inc.	1.63%	Reduce -0.2%	16,821	$1.8M
Croban	1.63%	Add +10.8%	16,782	$1.8M
Pinnacle Financial Partners Inc	0.04%	Reduce -2.3%	16,526	$1.8M
Independent Financial Group, LLC	0.06%	Add +3.1%	16,659	$1.8M
LifePlan Investment Advisors, Inc.	1.01%	Add +8.7%	16,644	$1.8M
Mill Creek Capital Advisors, LLC	0.04%	Add +0.1%	16,476	$1.7M
Capital Investment Advisors, LLC	0.03%	Reduce -0.9%	16,451	$1.7M
First Foundation Advisors	0.07%	Reduce -9.8%	16,395	$1.7M
Francis Financial, Inc.	0.42%	Reduce -0.2%	16,309	$1.7M
D.A. Davidson & Co.	0.01%	Add +36.9%	16,278	$1.7M
Reston Wealth Management LLC	0.69%	Reduce -80.9%	16,126	$1.7M
Dorsey & Whitney Trust CO LLC	0.10%	Reduce -0.9%	16,117	$1.7M
SOL Capital Management CO	0.19%	Reduce -20.9%	16,080	$1.7M
SMART Wealth LLC	0.61%	Add +10.1%	16,073	$1.7M
Spinnaker Trust	0.11%	No change	16,041	$1.7M
United Community Bank	0.62%	No change	15,826	$1.7M
Sage Financial Management Group, Inc.	0.60%	Reduce -3.5%	15,775	$1.7M
Journey Strategic Wealth LLC	0.06%	Add +34.8%	15,713	$1.7M
Capasso Planning Partners LLC	0.69%	Add +2.4%	15,673	$1.7M
Running Point Capital Advisors, LLC	0.52%	Add +2.3%	15,605	$1.6M
Scissortail Wealth Management, LLC	0.42%	Reduce -11.3%	15,568	$1.6M
Forefront Wealth Partners, LLC	1.12%	Reduce -16.9%	15,550	$1.6M
Windward Private Wealth Management Inc.	0.64%	No change	15,526	$1.6M
Evanson Asset Management, LLC	0.12%	New	15,500	$1.6M
Lineweaver Wealth Advisors, LLC	0.28%	Add +8.8%	15,444	$1.6M
Park Place Capital Corp	0.44%	Add +0.5%	15,417	$1.6M
Abound Wealth Management	0.54%	Reduce -11.5%	15,348	$1.6M
Accredited Investor Services, LLC	1.35%	New	15,292	$1.6M
United Bank	0.20%	Reduce -35.3%	15,259	$1.6M
GTS Securities LLC	0.07%	New	15,258	$1.6M
First National Bank of Mount Dora, Trust Investment Services	0.39%	No change	15,229	$1.6M
Sax Wealth Advisors, LLC	0.11%	Reduce -17.5%	15,215	$1.6M
Dean Investment Associates, LLC	0.24%	Reduce -0.1%	15,184	$1.6M
Legacy Edge Advisors, LLC	0.25%	Add +2.0%	15,162	$1.6M
Ausdal Financial Partners, Inc.	0.12%	Reduce -17.5%	15,139	$1.6M
Balance Wealth Partners LLC	1.04%	—	15,122	$1.6M
White & Co Financial Planning Inc	1.37%	Reduce -5.2%	15,141	$1.6M
Jacobi Capital Management LLC	0.12%	Reduce -1.0%	15,071	$1.6M
Wealthstar Advisors, LLC	0.73%	No change	15,045	$1.6M
FLP Wealth Management, LLC	5.03%	Add +6.5%	15,004	$1.6M
Cypress Capital Group	0.21%	Reduce -0.3%	14,961	$1.6M
Consilio Wealth Advisors, LLC	0.66%	Add +6.7%	14,940	$1.6M
Cypress Wealth Services, LLC	0.32%	Reduce -29.6%	14,924	$1.6M
Advisory Alpha, LLC	0.05%	Add +13.7%	14,837	$1.6M
Myecfo, LLC	0.82%	Reduce -2.8%	14,783	$1.6M
ForthRight Wealth Management, LLC	0.52%	Reduce -2.4%	14,740	$1.6M
Motley Fool Wealth Management, LLC	0.09%	Reduce -0.7%	14,734	$1.6M
Etesian Wealth Advisors, Inc.	0.66%	No change	14,537	$1.5M
Meridian Wealth Management, LLC	0.07%	Add +4.1%	14,533	$1.5M
Everhart Financial Group, Inc.	0.21%	Add +7.8%	14,530	$1.5M
Guardian Wealth Advisors, LLC / NC	0.12%	Reduce -1.5%	14,418	$1.5M
Robinson Smith Wealth Advisors LLC	1.27%	Reduce -0.1%	14,356	$1.5M
Advyzon Investment Management, LLC	0.53%	Add +0.6%	14,334	$1.5M
BIP Wealth, LLC	0.10%	Add +28.7%	14,329	$1.5M
Meritage Portfolio Management	0.10%	Reduce -5.1%	14,318	$1.5M
IFP Advisors, Inc	0.05%	Reduce -4.8%	14,318	$1.5M
Claro Advisors Inc.	0.20%	Add +5.5%	14,198	$1.5M
Andina Capital Management, LLC	1.06%	New	14,177	$1.5M
CVA Family Office, LLC	0.23%	Add +170.1%	14,111	$1.5M
Financial Partners Group, Inc	0.23%	Add +9.9%	14,017	$1.5M
Sonata Capital Group Inc.	0.64%	Add +0.3%	13,985	$1.5M
Heartwood Wealth Advisors LLC	0.17%	Reduce -87.5%	13,913	$1.5M
Tortoise Investment Management, LLC	0.15%	Reduce -10.9%	13,835	$1.5M
Pinney & Scofield, Inc.	1.06%	No change	13,830	$1.5M
Rooted Wealth Advisors, Inc.	0.62%	Reduce -0.2%	13,626	$1.4M
DORVAL Corp	0.58%	Add +6.7%	13,353	$1.4M
GFS Advisors, LLC	0.29%	New	13,555	$1.4M
MCF Advisors LLC	0.10%	Reduce -46.0%	13,543	$1.4M
ProVise Management Group, LLC	0.12%	Reduce -5.5%	13,350	$1.4M
AQR Capital Management	0.00%	Add +21.2%	13,285	$1.4M
Lodestar Private Asset Management LLC	0.18%	Reduce -0.7%	13,226	$1.4M
Horan Securities, Inc.	0.53%	Add +1.0%	13,183	$1.4M
Greenspring Advisors, LLC	0.33%	Reduce -16.7%	13,097	$1.4M
EverSource Wealth Advisors, LLC	0.08%	Reduce -34.0%	13,063	$1.4M
Petra Financial Advisors Inc.	1.13%	Reduce -1.9%	13,030	$1.4M
Guidance Capital, Inc.	0.42%	Add +10.2%	13,103	$1.4M
Marshall Financial Group Inc.	0.43%	Add +5.4%	12,936	$1.4M
Spectrum Wealth Counsel, LLC	0.16%	Reduce -3.0%	12,863	$1.4M
Cambria Investment Management, L.P.	0.09%	No change	12,685	$1.4M
Western Wealth Management, LLC	0.09%	Reduce -19.8%	12,708	$1.3M
Journey Beyond Wealth, LLC	1.25%	No change	12,680	$1.3M
Retirement Capital Strategies	0.52%	Reduce -1.2%	12,666	$1.3M
First National Bank Sioux Falls	0.54%	No change	12,551	$1.3M
Eagle Global Advisors LLC	0.05%	No change	12,535	$1.3M
Ascentis Wealth Management, LLC	0.42%	Reduce -0.1%	12,488	$1.3M
Arrow Financial Corp	0.15%	Add +5.5%	12,378	$1.3M
Bond & Devick Financial Network, Inc.	0.47%	Reduce -3.9%	12,321	$1.3M
Diversify Advisory Services, LLC	0.08%	Reduce -22.6%	12,430	$1.3M
Elmwood Wealth Management, Inc.	0.53%	No change	12,270	$1.3M
Oppenheimer & Co. Inc.	0.02%	Add +20.5%	12,220	$1.3M
Nwam LLC	0.11%	Reduce -33.3%	12,190	$1.3M
Modern Wealth Management, LLC	0.04%	Add +60.1%	12,180	$1.3M
Investment Planning Advisors, Inc.	0.52%	Reduce -50.4%	12,143	$1.3M
Archford Capital Strategies, LLC	0.19%	Reduce -18.8%	12,130	$1.3M
Code Waechter LLC	1.05%	Add +30.0%	12,124	$1.3M
PrairieView Partners, LLC	0.13%	Reduce -47.2%	12,113	$1.3M
Greenup Street Wealth Management LLC	0.25%	Add +5.5%	12,101	$1.3M
Trinity Financial Advisors LLC	0.46%	New	11,966	$1.3M
Breakwater Investment Management	0.54%	Add +19.8%	11,952	$1.3M
Bristlecone Advisors, LLC	0.10%	Add +11.7%	11,945	$1.3M
Note Advisors, LLC	1.04%	Reduce -5.4%	11,938	$1.3M
MassMutual Private Wealth & Trust, FSB	0.04%	Reduce -0.6%	11,911	$1.3M
B. Riley Wealth Advisors, Inc.	0.04%	Reduce -4.3%	11,880	$1.3M
Flagship Private Wealth, LLC	0.60%	Add +14.8%	11,874	$1.3M
ABLE Financial Group, LLC	0.35%	Reduce -23.8%	11,846	$1.2M
J.W. Cole Advisors, Inc.	0.04%	Add +72.1%	11,843	$1.2M
Ballentine Partners, LLC	0.02%	Add +38.5%	11,815	$1.2M
Hurlow Wealth Management Group, Inc.	0.39%	Reduce -2.4%	11,788	$1.2M
Haven Private, LLC	0.70%	No change	11,765	$1.2M
LongView Wealth Management	0.37%	Add +13.4%	11,752	$1.2M
Fairview Capital Investment Management, LLC	0.07%	Add +13.8%	11,750	$1.2M
TFB Advisors LLC	0.35%	Add +2.3%	11,679	$1.2M
Stone Summit Wealth LLC	0.42%	Reduce -1.2%	11,676	$1.2M
Yardley Wealth Management LLC	0.73%	Add +0.1%	11,678	$1.2M
Blake Schutter Theil Wealth Advisors, LLC	1.40%	Add +23.7%	11,674	$1.2M
KMG Fiduciary Partners, LLC	0.10%	Add +1.9%	11,636	$1.2M
B.O.S.S. Retirement Advisors, LLC	0.35%	Add +52.7%	11,584	$1.2M
Aegis Wealth Management LLC	0.72%	No change	11,575	$1.2M
W.H. Cornerstone Investments Inc.	0.84%	Add +37.3%	11,501	$1.2M
JNBA Financial Advisors	0.13%	No change	11,498	$1.2M
Steel Grove Capital Advisors, LLC	0.18%	Reduce -49.1%	11,458	$1.2M
Cooksen Wealth, LLC	1.22%	Reduce -10.9%	11,174	$1.2M
Pinnacle Associates Ltd.	0.02%	Reduce -23.8%	11,349	$1.2M
Godshalk Welsh Capital Management, Inc.	0.78%	Add +3.2%	11,275	$1.2M
Keystone Financial Services	0.45%	New	11,274	$1.2M
Sepio Capital, LP	0.09%	Reduce -0.9%	11,243	$1.2M
Olde Wealth Management, LLC	0.42%	Reduce -1.6%	11,171	$1.2M
Tsfg, LLC	0.24%	Reduce -16.3%	11,135	$1.2M
SeaBridge Investment Advisors LLC	0.25%	Reduce -24.9%	11,128	$1.2M
PFG Advisors	0.07%	Reduce -14.8%	11,123	$1.2M
Cahill Financial Advisors Inc.	0.16%	Reduce -6.1%	11,093	$1.2M
Koshinski Asset Management, Inc.	0.10%	Add +15.1%	11,058	$1.2M
Pinnacle Bancorp, Inc.	0.38%	Add +24.2%	11,046	$1.2M
Brucke Financial, Inc.	1.01%	Add +9.2%	11,105	$1.2M
Level Wealth Management LLC	0.76%	Add +86.8%	11,015	$1.2M
Oarsman Capital, Inc.	0.21%	Add +0.2%	11,001	$1.2M
Compass Financial Group, Inc.	0.60%	Add +0.2%	10,993	$1.2M
City National Bank of Florida	1.04%	No change	10,982	$1.2M
Carl P. Sherr & Co., LLC	0.63%	Add +1.5%	10,961	$1.2M
Apexium Financial, LP	0.07%	Reduce -3.2%	10,926	$1.2M
Nuveen, LLC	0.00%	—	10,749	$1.1M
Inscription Capital, LLC	0.19%	—	10,533	$1.1M
Hobart Private Capital, LLC	0.28%	Add +56.8%	10,711	$1.1M
North Forty Two & Co.	1.25%	No change	10,681	$1.1M
TCV Trust & Wealth Management, Inc.	0.10%	Add +3.1%	10,547	$1.1M
Global Wealth Management Investment Advisory, Inc.	0.22%	Add +0.1%	10,479	$1.1M
Forza Wealth Management, LLC	0.49%	No change	10,400	$1.1M
Renasant Bank	0.72%	No change	10,298	$1.1M
Ibex Wealth Advisors	0.14%	Reduce -49.4%	10,274	$1.1M
Calamos Wealth Management LLC	0.05%	Add +41.5%	10,182	$1.1M
Cary Street Partners Financial LLC	0.03%	Add +0.1%	10,170	$1.1M
Private Wealth Asset Management, LLC	0.15%	—	10,141	$1.1M
Flagstone Financial Management	0.34%	Add +145.0%	10,093	$1.1M
Vertex Planning Partners, LLC	0.23%	Add +0.4%	10,051	$1.1M
Stonebridge Capital Advisors LLC	0.09%	Reduce -0.6%	10,018	$1.1M
Hunter Associates Investment Management LLC	0.16%	No change	10,000	$1.1M
Webster Bank, N. A.	0.12%	Reduce -0.5%	9,952	$1.0M
Edgemoor Investment Advisors, Inc.	0.10%	Add +23.9%	9,863	$1.0M
Verdence Capital Advisors LLC	0.08%	Reduce -2.8%	9,860	$1.0M
Sowell Financial Services LLC	0.05%	New	9,854	$1.0M
Gray Private Wealth, LLC	0.63%	Add +9.7%	9,853	$1.0M
Investor's Fiduciary Advisor Network, LLC	0.49%	Add +5.0%	9,826	$1.0M
Davis Wealth Advisors, LLC	1.17%	Reduce -35.8%	9,799	$1.0M
C M Bidwell & Associates Ltd.	0.62%	No change	9,796	$1.0M
Laurel Wealth Advisors LLC	0.16%	Add +3.9%	9,745	$1.0M
Graves Light Lenhart Wealth, Inc.	0.13%	Reduce -6.3%	9,728	$1.0M
DAVENPORT & Co LLC	0.01%	Add +3.7%	9,720	$1.0M
Certus Wealth Management, LLC	0.69%	Reduce -8.5%	9,765	$1.0M
Transform Wealth, LLC	0.06%	New	9,635	$1.0M
Wealthcare Capital Partners, LLC	0.52%	Reduce -12.1%	9,627	$1.0M
Magnus Financial Group LLC	0.10%	Add +0.2%	9,537	$1.0M
Qube Research & Technologies Ltd	0.00%	Add +7.4%	9,494	$1.0M
Wealth Advisors of Iowa, LLC	0.43%	Add +77.3%	9,486	$1.0M
Bordeaux Wealth Advisors LLC	0.18%	Add +4.9%	9,466	$998K
Capital Advisors, Ltd. LLC	0.13%	Reduce -1.4%	9,410	$992K
Redhawk Wealth Advisors, Inc.	0.13%	Reduce -1.5%	9,400	$991K
Glenview Trust Co	0.02%	Add +0.4%	9,397	$991K
Morningstar Investment Services LLC	0.18%	Reduce -46.3%	9,385	$990K
Voisard Asset Management Group, Inc.	0.29%	Add +0.4%	9,374	$988K
Bangor Savings Bank	0.09%	No change	9,374	$988K
Family Capital Management, Inc.	0.61%	Add +2.0%	9,331	$984K
Brookwood Investment Group LLC	0.17%	—	9,325	$983K
MainStreet Investment Advisors LLC	0.14%	Add +0.8%	9,320	$983K
Strategic Investment Advisors / MI	0.10%	Add +26.8%	9,286	$979K
Trivium Point Advisory, LLC	0.12%	Reduce -39.8%	9,280	$978K
Keyvantage Wealth, LLC	0.48%	Reduce -40.7%	9,272	$978K
Cherry Tree Wealth Management, LLC	0.24%	Reduce -6.6%	9,261	$976K
Romano Brothers and Company	0.13%	Reduce -5.1%	9,250	$975K
Delta Financial Group, Inc.	0.22%	Reduce -9.4%	9,219	$973K
Triad Wealth Partners, LLC	0.30%	Reduce -54.8%	9,210	$971K
HMS Capital Management, LLC	0.54%	Add +41.9%	9,354	$971K
SIMA Wealth Partners, LLC	0.80%	Reduce -0.0%	9,184	$968K
Schmidt P J Investment Management Inc.	0.18%	Reduce -4.8%	9,121	$962K
Howard Capital Management, LLC	0.02%	No change	9,095	$959K
GeoWealth Management, LLC	0.04%	Add +11.4%	9,063	$956K
Sheets Smith Wealth Management	0.12%	Reduce -10.0%	9,037	$953K
Advisor OS, LLC	0.11%	Reduce -9.7%	9,017	$951K
Wakefield Asset Management LLLP	0.29%	Add +1.1%	9,017	$951K
MorganRosel Wealth Management, LLC	0.29%	Reduce -27.8%	9,009	$950K
Nilsine Partners, LLC	0.10%	No change	9,007	$950K
Roundview Capital LLC	0.07%	Reduce -19.7%	9,006	$950K
Tyche Wealth Partners LLC	0.20%	Add +153.7%	8,956	$944K
Florin Court Capital LLP	0.97%	Reduce -62.0%	8,900	$938K
Elios Financial Group Inc.	0.46%	Reduce -4.5%	8,879	$936K
4J Wealth Management LLC	0.74%	Reduce -0.5%	8,871	$935K
Collective Family Office LLC	0.25%	Reduce -28.3%	8,861	$934K
Kingswood Wealth Advisors, LLC	0.09%	Reduce -43.8%	8,858	$934K
W Advisors, LLC	0.58%	Add +7.3%	8,833	$931K
Duncker Streett & Co. Inc.	0.18%	No change	8,795	$927K
Wingate Wealth Advisors, Inc.	1.06%	Add +0.3%	8,739	$921K
Spire Wealth Management	0.03%	Reduce -14.5%	8,733	$921K
Ehrlich Financial Group	0.67%	Reduce -1.3%	8,730	$920K
VestGen Advisors, LLC	0.04%	—	8,729	$920K
Private Client Services, LLC	0.45%	Reduce -4.0%	8,705	$918K
Twele Capital Management, Inc.	0.19%	Add +1.4%	8,700	$917K
Rogco, LP	0.37%	Add +2.2%	8,696	$917K
Cyr Financial Inc.	0.82%	Reduce -4.6%	8,662	$913K
Gould Asset Management LLC	0.19%	Add +3.6%	8,660	$913K
Ssa Swiss Advisors AG	0.46%	—	8,540	$900K
Greykasell Wealth Strategies, Inc.	0.48%	Reduce -4.0%	8,510	$897K
Certified Advisory Corp	0.10%	Add +1.6%	8,482	$894K
Larson Financial Group LLC	0.04%	Add +15.1%	8,476	$894K
Birch Financial Group, LLC	0.79%	Add +139.6%	8,442	$890K
Operose Advisors LLC	0.29%	Add +88.5%	8,434	$889K
Arrien Investments, Inc.	0.64%	No change	8,418	$888K
Keel Point, LLC	0.07%	Add +0.9%	8,414	$887K
DecisionMap Wealth Management, LLC	0.67%	Add +1.7%	8,406	$886K
LifeGoal Investments, LLC	0.96%	Reduce -36.4%	8,404	$886K
Exchange Capital Management, Inc.	0.14%	Reduce -14.0%	8,394	$885K
Efficient Advisors, LLC	0.06%	Reduce -10.9%	8,378	$883K
Spectrum Investment Advisors, Inc.	0.56%	Add +0.1%	8,259	$871K
Paces Ferry Wealth Advisors, LLC	0.43%	Reduce -2.0%	8,258	$871K
Appleton Partners Inc.	0.07%	Reduce -55.4%	8,228	$868K
Hilltop Holdings Inc.	0.05%	Add +56.9%	8,228	$868K
L.K. Benson & Company, P.C.	0.60%	No change	8,200	$865K
Shared Vision Wealth Group LLC	0.47%	Reduce -14.8%	8,188	$863K
Old National Bancorp	0.02%	Add +38.8%	8,160	$860K
CoreCap Advisors, LLC	0.04%	Reduce -54.5%	8,114	$856K
Midwest Financial Group LLC	0.49%	Reduce -1.0%	8,052	$849K
Parkside Financial Bank & Trust	0.11%	Reduce -6.0%	7,955	$839K
Neuberger Berman Group LLC	0.00%	Reduce -9.3%	7,924	$836K
Chatham Capital Group, Inc.	0.14%	Add +6.8%	7,910	$834K
Afg Fiduciary Services Limited Partnership	0.61%	Reduce -9.2%	8,068	$834K
Members Trust Co	0.03%	Reduce -2.1%	7,900	$833K
Argonautica Private Wealth Management, Inc.	0.29%	Add +81.6%	7,874	$830K
TSA Wealth Managment LLC	0.33%	Reduce -50.7%	7,867	$829K
HBK Sorce Advisory LLC	0.02%	Reduce -15.3%	7,864	$829K
Crews Bank & Trust	0.14%	Reduce -6.0%	7,800	$822K
Berkshire Asset Management LLC	0.04%	No change	7,872	$820K
Smith Anglin Financial, LLC	0.09%	Reduce -0.8%	7,765	$819K
Armstrong Advisory Group, Inc.	0.06%	No change	7,604	$810K
Accredited Investors Inc.	0.05%	Add +2.6%	7,667	$808K
Sound View Wealth Advisors Group, LLC	0.07%	Reduce -0.1%	7,650	$807K
Freedom Investment Management, Inc.	0.07%	Reduce -5.6%	7,647	$806K
OneAscent Financial Services LLC	0.05%	Reduce -49.5%	7,576	$800K
Veltria Advisors Corp.	0.52%	Reduce -7.0%	7,585	$800K
High Net Worth Advisory Group LLC	0.23%	Add +5.8%	7,576	$799K
Syntegra Private Wealth Group, LLC	0.09%	Reduce -23.1%	7,518	$793K
First Trust Advisors LP	0.00%	Reduce -3.5%	7,507	$792K
Pallas Capital Advisors LLC	0.03%	Add +2.0%	7,467	$787K
Continuum Advisory, LLC	0.10%	Add +0.3%	7,463	$787K
PBMares Wealth Management LLC	0.16%	Add +0.5%	7,448	$785K
Allen Capital Group, LLC	0.09%	Reduce -8.3%	7,439	$784K
Country Club Bank	0.05%	No change	7,455	$784K
PFG Investments, LLC	0.05%	Reduce -1.4%	7,403	$781K
Fairway Wealth LLC	0.29%	Add +33.7%	7,397	$780K
Advocacy Wealth Management, LLC	0.05%	No change	7,397	$780K
Shotwell Rutter Baer Inc	0.69%	Reduce -2.8%	7,360	$778K
Lion Street Advisors, LLC	0.25%	Reduce -7.2%	7,334	$773K
Investments & Financial Planning, LLC	0.50%	Add +9.6%	7,315	$771K
Cypress Financial Planning LLC	0.28%	Add +11.0%	7,260	$765K
Sigma Investment Counselors Inc.	0.05%	Reduce -1.6%	7,258	$765K
Peregrine Asset Advisers, Inc.	0.29%	Reduce -1.1%	7,247	$764K
Wealth Alliance Advisory Group, LLC	0.16%	No change	7,243	$764K
FF Advisors,LLC	0.44%	Reduce -2.5%	7,299	$763K
Physician Wealth Advisors, Inc.	0.13%	Reduce -12.0%	7,233	$763K
Eley Financial Management, Inc	0.31%	Reduce -5.0%	7,221	$762K
Aspen Wealth Strategies, LLC	0.50%	Reduce -9.3%	7,213	$761K
Keeler & Nadler Financial Planning & Wealth Management	0.34%	Add +18.1%	7,220	$759K
Zions Bancorporation, National Association	0.05%	—	7,151	$754K
Donaldson Capital Management, LLC	0.03%	Reduce -18.7%	7,136	$752K
Ballentine Capital Advisors, Inc	0.38%	No change	7,123	$751K
Whittier Trust Co.	0.01%	Reduce -30.7%	7,080	$747K
TCP Asset Management, LLC	0.17%	Reduce -3.3%	7,036	$742K
Summit Financial Wealth Advisors, LLC	0.15%	No change	6,982	$736K
GEM Asset Management, LLC	0.41%	Reduce -5.0%	6,963	$735K
Financial Sense Advisors, Inc.	0.21%	Reduce -2.9%	6,951	$733K
Brasada Capital Management, LP	0.15%	Add +17.6%	7,120	$729K
Elevation Point Wealth Partners, LLC	0.06%	Reduce -52.5%	6,881	$726K
Flaharty Asset Management, LLC	0.10%	Add +3.2%	6,877	$725K
Rockbridge Investment Management, LCC	0.09%	Reduce -46.4%	6,874	$725K
Sterling Investment Counsel, LLC	0.25%	New	6,857	$723K
SeaCrest Wealth Management, LLC	0.08%	No change	6,854	$723K
Gibbs Wealth Management	0.17%	Reduce -1.0%	6,848	$722K
Valtrion Capital Management, LLC	0.97%	Reduce -1.3%	6,828	$720K
Signal Advisors Wealth, LLC	0.07%	Add +65.5%	6,821	$719K
NTV Asset Management LLC	0.10%	No change	6,816	$719K
West Financial Advisors, LLC	0.14%	Add +1.1%	6,795	$716K
Affiance Financial, LLC	0.17%	Reduce -55.9%	6,770	$714K
Kagan Cocozza Asset Management	0.58%	Add +23.9%	6,753	$712K
GWN Securities Inc.	0.04%	New	6,811	$710K
Independence Bank of Kentucky	0.11%	Reduce -6.8%	6,731	$710K
Tennessee Valley Asset Management Partners	0.12%	Reduce -10.2%	6,729	$710K
Altiora Financial Group, LLC	0.15%	No change	6,678	$704K
Pinnacle Wealth Planning Services, Inc.	0.11%	No change	6,653	$701K
Wilmington Savings Fund Society, FSB	0.01%	Add +77.0%	6,623	$698K
Camarda Financial Advisors, LLC	0.31%	Add +73.4%	6,617	$698K
Nations Financial Group Inc, /Ia/	0.05%	Add +6.7%	6,558	$692K
Annex Advisory Services, LLC	0.02%	Reduce -50.5%	6,557	$691K
Fidelis Capital Partners, LLC	0.07%	Add +24.3%	6,631	$690K
Smith Thornton Advisors LLC	0.43%	Reduce -26.9%	6,520	$687K
IFC Advisors LLC	0.14%	Add +0.3%	6,516	$687K
Columbia River Financial Group, LLC	0.46%	Add +2.2%	6,521	$687K
Ami Investment Management Inc.	0.22%	Add +10.4%	6,491	$684K
Wealth Management Nebraska	0.10%	Reduce -26.4%	6,474	$683K
Smith, Moore & Co.	0.06%	Add +0.3%	6,468	$682K
Hexagon Capital Partners LLC	0.13%	Add +22.6%	6,442	$679K
Cornerstone Financial Group, LLC	0.61%	Add +9.9%	6,516	$679K
Pure Portfolios Holdings LLC	0.25%	Add +7.9%	6,387	$673K
Graybill Wealth Management, LTD.	0.23%	—	6,357	$670K
AIFG Consultants Ltd.	1.10%	Reduce -22.9%	6,355	$670K
Values Added Financial LLC	0.37%	Add +23.1%	6,349	$669K
Soltis Investment Advisors LLC	0.06%	Reduce -12.3%	6,245	$658K
Lanark Financial, Inc.	0.06%	—	6,214	$655K
StoneX Group Inc.	0.04%	Reduce -59.3%	6,178	$651K
Hiley Hunt Wealth Management	0.36%	Add +1.0%	6,172	$651K
Smartleaf Asset Management LLC	0.06%	Add +11.7%	6,187	$651K
1900 Wealth Management LLC	0.05%	Add +0.1%	6,110	$644K
Colton Groome Financial Advisors, LLC	0.25%	Reduce -77.6%	6,140	$643K
First Hawaiian Bank	0.09%	No change	6,060	$639K
Signature Estate & Investment Advisors LLC	0.02%	Reduce -60.3%	6,048	$638K
Alta Wealth Advisors LLC	0.29%	Add +0.1%	6,030	$636K
Heritage Family Offices, LLP	0.33%	Reduce -5.2%	6,029	$636K
1ST Source Bank	0.04%	No change	6,010	$634K
Northwest Financial Advisors	0.53%	Add +0.2%	6,008	$633K
Stanich Group LLC	0.46%	Add +24.8%	5,961	$629K
Merkkuri Wealth Advisors LLC	0.54%	Reduce -8.3%	5,936	$626K
CFO4Life Group, LLC	0.10%	Reduce -7.2%	5,912	$623K
Mgo One Seven LLC	0.02%	Add +83.4%	5,895	$622K
Financial Freedom, LLC	0.36%	Reduce -30.9%	5,893	$621K
Nicolet Bankshares Inc.	0.12%	Reduce -72.6%	5,860	$618K
RAM Investment Partners, LLC	0.15%	Reduce -0.2%	5,852	$617K
Elevate Wealth Advisory, Inc.	0.43%	No change	5,792	$611K
Argent Trust Co	0.03%	Reduce -17.1%	5,786	$610K
Calton & Associates, Inc.	0.14%	New	5,745	$606K
Jim Saulnier & Associates, LLC	0.47%	Reduce -0.6%	5,736	$605K
Lee Financial Co	0.09%	Add +2.6%	5,732	$604K
Rialto Wealth Management, LLC	0.19%	Add +150.9%	5,719	$603K
Two Sigma Securities, LLC	0.09%	New	5,659	$597K
Envision Financial LLC	0.45%	Add +98.0%	5,657	$596K
PGIM Custom Harvest LLC	0.01%	Add +27.2%	5,653	$596K
Philip James Wealth Mangement, LLC	0.08%	Reduce -20.6%	5,646	$595K
Weaver Capital Management LLC	0.16%	Reduce -3.8%	5,635	$594K
WPG Advisers, LLC	0.55%	Reduce -40.5%	5,632	$594K
Wescott Financial Advisory Group, LLC	0.06%	Reduce -9.7%	5,627	$593K
KFA Private Wealth Group, LLC	0.21%	Add +12.6%	5,593	$590K
Union Savings Bank	0.29%	No change	5,562	$586K
Pinnacle Wealth Management Advisory Group, LLC	0.05%	Reduce -22.3%	5,557	$586K
Strategic Family Wealth Counselors, L.L.C.	0.19%	No change	5,525	$583K
Uptown Financial Advisors LLC	0.60%	No change	5,518	$582K
Haverford Trust Co	0.01%	Add +69.4%	5,515	$582K
Charter Oak Capital Management, LLC	0.05%	Add +52.5%	5,450	$575K
Little House Capital LLC	0.16%	Add +54.4%	5,447	$574K
Cadent Capital Advisors, LLC	0.22%	Add +0.5%	5,405	$570K
NBT Bank, N.A.	0.04%	No change	5,405	$570K
Good Life Advisors, LLC	0.04%	Reduce -7.3%	5,398	$569K
Vantage Financial Partners, LLC	0.14%	Add +5.5%	5,389	$568K
Tritonpoint Wealth, LLC	0.05%	Add +50.3%	5,365	$566K
Bigelow Investment Advisors, LLC	0.27%	Reduce -8.4%	5,364	$566K
BankPlus Wealth Management LLC	0.41%	New	5,344	$564K
NDWM LLC	0.55%	New	5,337	$563K
Veracity Capital LLC	0.22%	Add +80.6%	5,327	$562K
Ameritas Advisory Services, LLC	0.02%	Reduce -1.0%	5,264	$559K
Copperleaf Capital, LLC	0.33%	Reduce -8.9%	5,297	$558K
Tradition Wealth Management, LLC	0.05%	No change	5,296	$558K
Capstone Capital LLC	0.45%	Reduce -13.5%	5,284	$557K
Rock Point Advisors, LLC	0.17%	Reduce -1.9%	5,275	$556K
Atlas Brown,Inc.	0.19%	Add +0.3%	5,243	$553K
Patriot Financial Group Insurance Agency, LLC	0.07%	Reduce -0.3%	5,236	$552K
Conscious Wealth Investments, LLC	0.38%	Reduce -6.5%	5,265	$549K
Connable Office Inc.	0.06%	Add +14.6%	5,185	$547K
Ballast Advisors LLC	0.17%	Reduce -16.6%	5,167	$545K
Evolution Wealth Advisors, LLC	0.09%	Reduce -5.3%	5,143	$542K
Newman Dignan & Sheerar, Inc.	0.15%	Add +0.0%	5,124	$540K
Grandfield & Dodd, LLC	0.03%	Reduce -19.0%	5,115	$539K
Legacy Advisors, LLC	0.06%	Add +158.2%	5,105	$538K
Firethorn Wealth Partners, LLC	0.26%	Add +7.6%	5,086	$536K
Russell Investments Group, Ltd.	0.00%	Add +253900.0%	5,080	$536K
Instrumental Wealth, LLC	0.48%	New	5,110	$532K
Spinnaker Investment Group, LLC	0.12%	Reduce -59.0%	5,026	$530K
Hummer Financial Advisory Services Inc	0.43%	No change	5,000	$527K
Davidson Trust Co.	0.25%	No change	5,000	$527K
Centennial Bank	0.25%	No change	5,000	$527K
Monetary Management Group Inc.	0.14%	No change	5,000	$527K
Vanguard Group Inc.	0.00%	Reduce -4.1%	4,999	$527K
Rappaport Reiches Capital Management, LLC	0.13%	No change	4,985	$526K
Aries Wealth Management	0.14%	No change	4,980	$525K
OLIO Financial Planning	0.18%	No change	4,971	$524K
ARS Wealth Advisors Group, LLC	0.07%	Reduce -55.0%	4,960	$523K
Harbour Investment Management LLC	0.24%	No change	4,950	$522K
Beacon Financial Group	0.06%	Reduce -3.2%	4,949	$522K
Westshore Wealth, LLC	0.22%	Reduce -27.9%	4,922	$519K
Center for Financial Planning, Inc.	0.07%	New	4,921	$519K
Willow Creek Wealth Management Inc.	0.05%	Add +0.7%	4,917	$518K
Titleist Asset Management, LLC	0.06%	No change	4,911	$518K
Hills Bank & Trust Co	0.04%	Add +1.1%	4,911	$518K
Invst, LLC	0.07%	Reduce -55.8%	4,890	$516K
Monterey Private Wealth, Inc.	0.15%	Add +0.1%	4,865	$513K
Quartz Partners, LLC	0.31%	Add +8.3%	4,853	$512K
Ellis Investment Partners, LLC	0.11%	Add +0.5%	4,841	$510K
Sandbox Financial Partners, LLC	0.18%	Reduce -4.3%	4,839	$510K
Winthrop Advisory Group LLC	0.06%	Reduce -27.6%	4,829	$509K
American Financial Advisors, LLC	0.07%	Add +0.4%	4,794	$505K
Revisor Wealth Management LLC	0.22%	New	4,780	$504K
McGinn Penninger Investment Management, Inc.	0.33%	New	4,780	$504K
HB Wealth Management, LLC	0.00%	Add +6.0%	4,767	$503K
Boyd Wealth Management, LLC	0.25%	Add +23.9%	4,766	$503K
Florida Financial Advisors, LLC	0.20%	Add +0.4%	4,765	$502K
Act Wealth Management, LLC	0.23%	Add +1.2%	4,751	$501K
Wealth Group, Ltd.	0.32%	Reduce -9.8%	4,731	$499K
First Affirmative Financial Network	0.30%	Add +7.3%	4,714	$497K
Asset Allocation Strategies LLC	0.12%	Add +0.0%	4,705	$496K
Maple Capital Management, Inc.	0.04%	Reduce -23.3%	4,697	$495K
Diligent Investors, LLC	0.12%	Add +0.1%	4,690	$495K
Pitcairn Co.	0.03%	New	4,645	$490K
Bison Wealth, LLC	0.05%	New	4,671	$489K
Atlantic Union Bankshares Corp	0.03%	No change	4,635	$489K
Farmers National Bank	0.14%	No change	4,607	$486K
Lakeshore Capital Group, Inc.	0.47%	Reduce -0.5%	4,600	$485K
Heritage Financial Services, LLC	0.05%	Reduce -23.4%	4,599	$485K
BlueStem Wealth Partners, LLC	0.07%	Reduce -9.7%	4,596	$485K
Curi Capital, LLC	0.01%	New	4,590	$484K
Gateway Wealth Partners, LLC	0.11%	Add +57.2%	4,580	$483K
BridgePort Financial Solutions, LLC	0.22%	Reduce -5.3%	4,566	$481K
Boyce & Associates Wealth Consulting, Inc.	0.48%	Reduce -3.5%	4,566	$481K
Pathway Financial Advisors LLC	0.09%	New	4,540	$479K
Nvwm, LLC	0.13%	Add +20.1%	4,537	$478K
WBH Advisory Inc.	0.04%	Reduce -35.8%	4,534	$478K
Farmers Trust Co.	0.09%	No change	4,532	$478K
Clark Capital Management Group, Inc.	0.00%	Reduce -75.5%	4,520	$477K
Waypoint Wealth Partners Inc.	0.13%	New	4,506	$475K
Baron Financial Group, LLC	0.30%	Reduce -0.1%	4,495	$474K
Stablepoint Partners, LLC	0.09%	Reduce -4.1%	4,481	$472K
Chesapeake Wealth Management	0.17%	Reduce -34.7%	4,473	$472K
Navalign, LLC	0.13%	No change	4,459	$470K
Centurion Wealth Management LLC	0.15%	No change	4,397	$469K
Elequin Capital, LP	0.12%	Add +18.6%	4,409	$465K
Mount Lucas Management LP	0.22%	Reduce -38.4%	4,373	$461K
Palumbo Wealth Management LLC	0.15%	Add +4.8%	4,356	$459K
XML Financial, LLC	0.04%	Add +1.1%	4,352	$459K
FOCUS Wealth Advisors, LLC	0.25%	No change	4,313	$455K
HM Payson & Co.	0.01%	Add +38.0%	4,312	$455K
FSA Advisors, Inc.	0.36%	Reduce -8.7%	4,307	$454K
Stewardship Advisors, LLC	0.12%	Add +0.8%	4,307	$454K
Hilltop Wealth Advisors, LLC	0.26%	Reduce -12.1%	4,300	$453K
EPG Wealth Management LLC	0.13%	Reduce -6.9%	4,300	$453K
Evercore Wealth Management, LLC	0.01%	Reduce -0.8%	4,297	$453K
Binnacle Investments Inc	0.33%	—	4,295	$453K
Accel Wealth Management	0.16%	Reduce -23.2%	4,272	$450K
Dividend Assets Capital, LLC	0.09%	No change	4,266	$450K
Crux Wealth Advisors	0.23%	Add +83.5%	4,256	$449K
Iowa State Bank	0.10%	New	4,245	$448K
Adero Partners, LLC	0.03%	Reduce -2.1%	4,238	$447K
Helium Advisors LLC	0.32%	Add +0.4%	4,232	$446K
Cannon Wealth Management Services, LLC	0.40%	Add +12.0%	4,257	$445K
Commonwealth Financial Services, LLC	0.09%	Add +0.0%	4,203	$443K
Canandaigua National Trust Co of Florida	0.39%	New	4,199	$443K
Collaborative Wealth Managment Inc.	0.21%	Add +2.5%	4,192	$442K
Forum Private Client Group LLC	0.19%	Add +0.2%	4,166	$439K
Integrated Investment Consultants, LLC	0.09%	No change	4,160	$439K
Swmg, LLC	0.17%	Reduce -29.1%	4,213	$438K
Linscomb Wealth, Inc.	0.02%	No change	4,152	$438K
Moneta Group Investment Advisors LLC	0.01%	Reduce -24.7%	4,130	$435K
Private Wealth Group, LLC	0.25%	Reduce -0.0%	4,084	$431K
NCM Capital Management, LLC	0.19%	Add +0.5%	4,058	$428K
United Advisor Group, LLC	0.09%	Add +4.7%	4,042	$426K
Badgley Phelps Wealth Managers, LLC	0.01%	Add +44.3%	4,039	$426K
PAX Financial Group, LLC	0.08%	Add +3.4%	4,020	$424K
Willis Johnson & Associates, Inc.	0.03%	Add +4.5%	4,017	$424K
Heritage Wealth Management, Inc.	0.36%	Add +8.1%	4,014	$423K
Lokken Investment Group LLC	0.18%	Add +13.9%	4,005	$422K
Wise Wealth Partners	1.01%	Reduce -0.4%	3,994	$421K
Summit Global Investments	0.03%	Reduce -5.8%	3,984	$420K
Covenant Asset Management, LLC	0.11%	No change	3,974	$419K
Curtis Advisory Group, LLC	0.12%	New	3,967	$418K
Root Financial Partners, LLC	0.04%	Reduce -54.4%	3,947	$418K
Addison Advisors LLC	0.11%	Add +0.1%	3,961	$418K
Altus Wealth Management, LLC	0.20%	Reduce -48.2%	3,955	$417K
Provenance Wealth Advisors, LLC	0.06%	Reduce -26.3%	3,948	$416K
Sutton Place Investors LLC	0.28%	Reduce -34.8%	3,944	$416K
Two West Capital Advisors LLC	0.35%	Add +85.0%	4,064	$416K
Ewa, LLC	0.15%	Reduce -7.9%	3,934	$415K
Vaughan Nelson Investment Management, L.P.	0.00%	Add +7.3%	3,915	$413K
Valley Financial Group, Inc.	0.27%	Add +1.5%	3,914	$413K
West Coast Financial LLC	0.05%	No change	3,887	$410K
Ocean Park Asset Management, LLC	0.01%	Reduce -16.8%	3,875	$409K
Exchange Traded Concepts, LLC	0.01%	Reduce -16.8%	3,875	$409K
Transcend Capital Advisors, LLC	0.03%	Reduce -9.8%	3,852	$406K
South Plains Financial, Inc.	0.32%	No change	3,845	$405K
Colonial Trust Advisors	0.04%	Add +90.0%	3,816	$402K
Noesis Capital Mangement Corp.	0.08%	Reduce -16.5%	3,788	$399K
Berger Financial Group, Inc	0.03%	Add +0.5%	3,785	$399K
Anson Capital, Inc.	0.34%	Add +7.9%	3,771	$398K
Wealthspire Retirement, LLC	0.03%	Add +57.6%	3,765	$397K
Christensen, King & Associates Investment Services, Inc.	0.19%	Reduce -2.6%	3,747	$395K
ArborFi Advisors, LLC	0.39%	Add +39.3%	3,737	$394K
Summit Wealth Partners, LLC	0.08%	Reduce -2.2%	3,733	$394K
Busey Bank	0.01%	No change	3,723	$393K
Future You Wealth LLC	0.25%	Reduce -31.5%	3,719	$392K
Eastern Bank	0.01%	Reduce -45.1%	3,713	$391K
Atlas Legacy Advisors, LLC	0.10%	Reduce -18.2%	3,716	$391K
Aprio Wealth Management, LLC	0.05%	New	3,698	$390K
Discipline Wealth Solutions, LLC	0.19%	Reduce -1.8%	3,694	$390K
Insight Advisors, LLC/ PA	0.07%	No change	3,687	$389K
Zacks Investment Management	0.00%	Add +4.9%	3,664	$386K
Integrity Alliance, Llc.	0.02%	New	3,634	$383K
Rockwood Wealth Management, LLC	0.04%	New	3,616	$381K
Clark Asset Management, LLC	0.06%	Reduce -35.7%	3,604	$380K
Gladstone Institutional Advisory LLC	0.02%	Reduce -20.8%	3,604	$380K
Delta Wealth Advisors LLC	0.34%	Reduce -42.7%	3,588	$378K
Prelude Capital Management, LLC	0.04%	New	3,570	$376K
Relyea Zuckerberg Hanson LLC	0.05%	No change	3,552	$375K
Beta Wealth Group, Inc.	0.13%	Reduce -24.2%	3,540	$373K
Northland Capital Management LLC	0.25%	Add +6.0%	3,540	$373K
Acorn Financial Advisory Services Inc.	0.07%	No change	3,539	$373K
Ellenbecker Investment Group	0.07%	Reduce -17.0%	3,528	$372K
Whitcomb & Hess, Inc.	0.11%	Add +1.3%	3,522	$371K
Patron Partners, LLC	0.20%	Reduce -15.1%	3,512	$370K
Able Wealth Management LLC	0.22%	Add +12.3%	3,507	$370K
MSH Capital Advisors LLC	0.11%	Add +64.8%	3,505	$370K
Horan Capital Advisors, LLC.	0.12%	Reduce -8.8%	3,501	$369K
Chemistry Wealth Management LLC	0.09%	No change	3,490	$368K
Paragon Capital Management Ltd	0.08%	No change	3,455	$364K
Wealthgarden F.S. LLC	0.35%	Reduce -6.9%	3,449	$364K
Interactive Financial Advisors, Inc.	0.19%	Reduce -0.9%	3,446	$363K
Traynor Capital Management, Inc.	0.03%	Reduce -12.8%	3,440	$363K
Cornerstone Planning Group LLC	0.09%	Add +60.7%	3,488	$361K
Kropog Financial Group, LLC	0.34%	Add +0.2%	3,409	$359K
Grant/GrossMendelsohn, LLC	0.20%	Reduce -2.4%	3,446	$359K
49 Wealth Management, LLC	0.04%	Reduce -20.0%	3,400	$359K
Wheelhouse Advisory Group LLC	0.20%	Reduce -18.1%	3,371	$356K
Sage Financial Group Inc.	0.03%	Add +0.1%	3,358	$354K
Cozad Asset Management Inc.	0.04%	Reduce -13.7%	3,355	$354K
Objective Capital Management, LLC	0.45%	No change	3,350	$353K
Williams & Novak, LLC	0.34%	Reduce -58.1%	3,327	$351K
Empower Advisory Group, LLC	0.00%	Add +21.4%	3,327	$351K
Guardian Asset Advisors, LLC	0.23%	Reduce -10.1%	3,326	$351K
Friday Financial	0.21%	Add +28.0%	3,320	$350K
Net Worth Advisory Group	0.11%	Add +0.2%	3,309	$349K
Enterprise Bank & Trust Co	0.13%	Reduce -10.7%	3,294	$347K
Dentgroup LLC	0.26%	Add +24.4%	3,292	$347K
Transcendent Capital Group LLC	0.19%	Add +76.0%	3,282	$346K
Tidal Investments LLC	0.00%	Reduce -76.5%	3,280	$345K
Tenret Co LLC	0.21%	No change	3,267	$344K
Cumberland Advisors Inc.	0.16%	Add +1.9%	3,265	$344K
Covestor Ltd	0.23%	Reduce -5.4%	3,265	$344K
Allodium Investment Consultants, LLC	0.25%	Add +7.5%	3,250	$343K
Colonial Trust Co / SC	0.05%	Add +102.0%	3,242	$342K
TRUE Private Wealth Advisors	0.04%	Reduce -4.0%	3,224	$340K
Advance Capital Management, Inc.	0.02%	Add +22.3%	3,224	$340K
WealthBridge Capital Management, LLC	0.10%	New	3,210	$338K
Foguth Wealth Management, LLC.	0.08%	New	3,175	$335K
Carolinas Wealth Consulting LLC	0.07%	Reduce -7.8%	3,160	$333K
Next Level Private LLC	0.12%	Add +7.1%	3,158	$333K
Paladin Wealth, LLC	0.30%	New	3,143	$331K
RHS Financial, LLC	0.18%	Reduce -22.3%	3,129	$330K
Leisure Capital Management	0.13%	Reduce -63.4%	3,111	$328K
Perennial Investment Advisors, LLC	0.04%	New	3,109	$328K
Aviance Capital Partners, LLC	0.05%	Reduce -7.1%	3,069	$324K
Gallacher Capital Management LLC	0.16%	Reduce -40.7%	3,056	$322K
Elite Financial, Inc.	0.17%	Add +0.5%	3,046	$321K
Dynamic Wealth Strategies, LLC	0.27%	Add +11.4%	3,032	$320K
Horst & Graben Wealth Management LLC	0.06%	Add +0.4%	3,028	$319K
Flagstar Securities, Inc.	0.08%	Reduce -14.3%	3,003	$317K
Optimum Investment Advisors	0.15%	No change	3,000	$316K
Falcon Wealth Planning	0.03%	New	2,978	$314K
Heritage Oak Wealth Advisors LLC	0.14%	No change	2,972	$313K
Idaho Trust Co	0.13%	Add +4.9%	2,953	$311K
Verum Partners LLC	0.08%	Reduce -8.8%	2,950	$311K
Sachetta, LLC	0.13%	No change	2,930	$309K
LeConte Wealth Management, LLC	0.20%	—	2,925	$308K
Innova Wealth Partners	0.19%	Reduce -2.7%	2,920	$308K
Trustmark Bank Trust Department	0.02%	No change	2,907	$307K
Crescent Grove Advisors, LLC	0.03%	Add +0.6%	2,902	$306K
FreeGulliver LLC	0.15%	No change	2,899	$306K
Patten & Patten Inc.	0.02%	Reduce -34.9%	2,890	$305K
Mason & Associates, LLC	0.09%	Add +0.3%	2,885	$304K
Riverbend Wealth Management, LLC	0.27%	Add +3.4%	2,882	$304K
BBR Partners, LLC	0.02%	No change	2,870	$303K
PKS Advisory Services, LLC	0.08%	Add +4.3%	2,869	$302K
Evensky & Katz LLC	0.02%	Add +0.5%	2,865	$302K
Unified Investment Management	0.36%	No change	2,850	$301K
GRIMES & Co WEALTH MANAGEMENT, LLC	0.01%	Reduce -78.6%	2,836	$299K
KFG Wealth Management, LLC	0.05%	Add +16.8%	2,825	$298K
Addison Capital Co	0.12%	New	2,816	$297K
Kovack Advisors, Inc.	0.03%	New	2,808	$296K
Warren Street Wealth Advisors, LLC	0.12%	Add +19.5%	2,806	$296K
Watts Gwilliam & Co., LLC	0.06%	Reduce -25.3%	2,792	$294K
Parsons Capital Management Inc.	0.02%	No change	2,772	$292K
Kickstand Ventures, Llc.	0.08%	Add +20.1%	2,768	$292K
StrongBox Wealth, LLC	0.12%	No change	2,759	$291K
One Charles Private Wealth Services, LLC	0.09%	Add +8.2%	2,759	$291K
Farmers & Merchants Investments Inc.	0.01%	No change	2,749	$290K
Capital Investment Advisory Services, LLC	0.03%	Reduce -64.4%	2,745	$289K
Bank Ozk	0.12%	Reduce -21.1%	2,740	$289K
Gryphon Financial Partners LLC	0.04%	New	2,725	$287K
Valeo Financial Advisors, LLC	0.01%	Reduce -32.3%	2,723	$287K
Capital A Wealth Management, LLC	0.30%	Reduce -18.0%	2,718	$287K
Evoke Wealth, LLC	0.01%	Reduce -5.3%	2,706	$285K
Michael A. Dubis Financial Planning, LLC	0.28%	Reduce -20.8%	2,706	$285K
Transce3nd, LLC	0.13%	Add +0.7%	2,697	$284K
Northwest Wealth Management, LLC	0.06%	Reduce -12.3%	2,691	$284K
Bremer Bank National Association	0.05%	New	2,688	$283K
LGL Partners, LLC	0.14%	Reduce -90.6%	2,686	$283K
Erickson Financial Group, LLC	0.21%	No change	2,684	$283K
Aventura Private Wealth, LLC	0.15%	No change	2,681	$283K
Round Rock Advisors LLC	0.05%	Add +1.3%	2,665	$281K
Bell Investment Advisors, Inc	0.05%	Reduce -25.8%	2,658	$280K
LexAurum Advisors, LLC	0.05%	Add +3.5%	2,633	$278K
Partners Wealth Management, LLC	0.31%	Reduce -3.6%	2,586	$273K
Axis Wealth Partners, LLC	0.20%	Add +1.1%	2,585	$273K
Smart Money Group LLC	0.09%	New	2,579	$272K
Client 1ST Advisory Group, LLC	0.11%	No change	2,567	$271K
Baker Boyer National Bank	0.10%	No change	2,560	$270K
Kelly Financial Services LLC	0.09%	New	2,559	$270K
Allie Family Office LLC	0.15%	No change	2,545	$268K
Ceeto Capital Group, LLC	0.10%	No change	2,544	$268K
OneAscent Family Office, LLC	0.25%	New	2,529	$267K
Element Wealth, LLC	0.14%	New	2,530	$267K
Vista Investment Management	0.10%	Reduce -15.2%	2,520	$266K
Cardiff Park Advisors, LLC	0.03%	Add +0.3%	2,511	$265K
Harvey Capital Management Inc.	0.07%	No change	2,510	$265K
Pacifica Partners Inc.	0.12%	Reduce -2.1%	2,499	$264K
W.G. Shaheen & Associates DBA Whitney & Co	0.03%	Reduce -42.9%	2,506	$264K
Pandora Wealth, Inc.	0.17%	—	2,500	$264K
Apex Wealth Management, LLC	0.24%	Reduce -80.5%	2,491	$263K
Clarity Wealth Development LLC	0.29%	Reduce -36.1%	2,492	$261K
Insigneo Advisory Services, LLC	0.03%	Add +4.7%	2,460	$259K
Fonville Wealth Management LLC	0.08%	Reduce -13.2%	2,473	$259K
Brighton Jones LLC	0.01%	Reduce -20.6%	2,419	$255K
Fearless Solutions, LLC dba Best Invest	0.20%	New	2,411	$254K
Leigh Baldwin & Co., LLC	0.20%	Add +0.5%	2,408	$254K
OMNI 360 Wealth, Inc.	0.17%	Add +11.4%	2,402	$253K
Vickerman Investment Advisors, Inc.	0.06%	New	2,400	$253K
Mirae Asset Global Investments Co., Ltd.	0.00%	New	2,400	$253K
Legacy Capital Wealth Partners, LLC	0.06%	Add +10.5%	2,391	$252K
MBA Advisors LLC	0.12%	Reduce -1.0%	2,390	$252K
CRA Financial Services, LLC	0.04%	No change	2,390	$252K
Independent Wealth Network Inc.	0.10%	Add +20.6%	2,384	$251K
Portfolio Design Labs, LLC	0.05%	No change	2,382	$251K
Obermeyer Wealth Partners	0.01%	New	2,373	$250K
Traction Financial Partners, LLC	0.20%	New	2,369	$250K
Sequent Planning LLC	0.09%	No change	2,365	$249K
First Financial Group Corp	0.28%	No change	2,355	$248K
RiverFront Investment Group, LLC	0.01%	Reduce -10.8%	2,351	$248K
Millington Financial Advisors, LLC	0.15%	Reduce -2.6%	2,415	$247K
Kanawha Capital Management LLC	0.02%	No change	2,328	$245K
Sharp Wealth Advisory, LLC	0.19%	Reduce -30.1%	2,325	$245K
Bernard Wealth Management Corp.	0.12%	Reduce -22.0%	2,320	$245K
Lakeshore Financial Planning, Inc.	0.10%	Reduce -9.4%	2,319	$245K
SouthState Bank Corp	0.01%	New	2,315	$244K
Obsidian Personal Planning Solutions LLC	0.11%	No change	2,310	$242K
Focused Wealth Management, Inc	0.03%	No change	2,290	$241K
Fortress Financial Group, LLC	0.24%	No change	2,270	$239K
10Elms LLP	0.28%	Add +9.8%	2,250	$237K
Concord Wealth Partners	0.04%	Reduce -21.9%	2,238	$236K
Wolff Wiese Magana LLC	0.16%	Reduce -0.4%	2,212	$233K
Kathleen S. Wright Associates Inc.	0.10%	Add +5.2%	2,211	$233K
Braun-Bostich & Associates Inc.	0.17%	New	2,197	$232K
Sunbelt Securities, Inc.	0.02%	Add +18.3%	2,184	$230K
Hofer & Associates. Inc	0.16%	Add +0.2%	2,177	$230K
Keystone Financial Group	0.02%	Reduce -51.4%	2,169	$229K
Novus Advisors, LLC	0.23%	No change	2,167	$228K
Orleans Capital Management Corp.	0.13%	No change	2,150	$227K
Tempus Wealth Planning, LLC	0.07%	No change	2,128	$224K
Peddock Capital Advisors, LLC	0.06%	New	2,115	$223K
Successful Portfolios LLC	0.15%	No change	2,110	$222K
Edge Financial Advisors LLC	0.14%	New	2,103	$222K
Atwater Malick LLC	0.07%	No change	2,094	$221K
Rossmore Private Capital	0.03%	No change	2,090	$220K
FLC Capital Advisors	0.05%	No change	2,085	$220K
Pennington Partners & Co., LLC	0.13%	Reduce -22.6%	2,084	$220K
Journey Advisory Group, LLC	0.02%	Add +0.5%	2,077	$219K
Postrock Partners LLC	0.11%	No change	2,075	$219K
Defined Wealth Management, LLC	0.15%	Add +3.6%	2,064	$218K
Firestone Capital Management	0.06%	Add +0.5%	2,059	$217K
Affinity Capital Advisors, LLC	0.04%	New	2,115	$216K
Eaton Financial Holdings Company, LLC	0.09%	Reduce -93.7%	2,044	$216K
Harbour Trust & Investment Management Co	0.03%	Reduce -22.1%	2,026	$214K
Davis R M Inc.	0.00%	New	2,025	$214K
NorthRock Partners, LLC	0.01%	Add +325.2%	2,024	$213K
Oceanside Advisors LLC	0.15%	Reduce -42.9%	2,021	$213K
Granite Bay Wealth Management, LLC	0.07%	No change	2,000	$211K
Radnor Capital Management, LLC	0.04%	Reduce -71.4%	2,000	$211K
Canal Capital Management, LLC	0.04%	New	1,993	$210K
Keystone Financial Group, Inc.	0.15%	Reduce -6.0%	2,011	$210K
Five Oceans Advisors	0.10%	Reduce -9.8%	1,991	$210K
Central Pacific Bank - Trust Division	0.03%	Reduce -86.8%	1,979	$209K
Westwood Holdings Group Inc.	0.00%	New	1,975	$208K
Summit Financial Consulting LLC	0.19%	—	1,969	$208K
Holistic Financial Partners	0.10%	New	1,958	$206K
Oder Investment Management, LLC	0.18%	Add +0.1%	1,954	$206K
Rossby Financial, LCC	0.09%	Add +4.4%	1,980	$206K
NWF Advisory Services Inc.	0.03%	New	1,953	$206K
TCI Wealth Advisors, Inc.	0.02%	Reduce -4.8%	1,951	$206K
RKL Wealth Management LLC	0.02%	Add +0.5%	1,943	$205K
Rothschild Wealth LLC	0.06%	Reduce -1.9%	1,943	$205K
Stonehearth Capital Management, LLC	0.08%	New	1,938	$204K
Topel & Distasi Wealth Management, LLC	0.10%	Reduce -13.7%	1,935	$204K
New Insight Wealth Advisors	0.09%	Reduce -2.7%	1,931	$204K
Rainey & Randall Wealth Advisors Inc.	0.04%	Add +0.5%	1,920	$202K
Midwest Professional Planners, LTD.	0.06%	Reduce -9.6%	1,897	$200K
Cape Investment Advisory, Inc.	0.08%	Add +48.6%	1,856	$196K
Coastline Trust Co	0.02%	Reduce -14.9%	1,811	$191K
Moisand Fitzgerald Tamayo, LLC	0.02%	No change	1,683	$177K
Bogart Wealth, LLC	0.01%	No change	1,677	$177K
Red Tortoise LLC	0.09%	Add +503.8%	1,600	$169K
Clearstead Trust, LLC	0.04%	No change	1,574	$166K
ROSS\JOHNSON & Associates LLC	2.79%	No change	1,542	$163K
UMB Bank, n.a.	0.00%	Reduce -11.4%	1,512	$159K
Silver Oak Securities, Incorporated	0.01%	New	1,485	$156K
Sage Mountain Advisors LLC	0.01%	New	1,441	$152K
Lindbrook Capital, LLC	0.01%	No change	1,400	$148K
Richardson Financial Services Inc.	0.11%	Add +37.4%	1,370	$144K
Brooklyn Investment Group	0.03%	Add +12.0%	1,319	$139K
AlphaCore Capital LLC	0.01%	New	1,280	$135K
GW&K Investment Management, LLC	0.00%	Add +449.6%	1,264	$133K
Morris Financial Concepts, Inc.	0.05%	Reduce -19.2%	1,228	$129K
Glass Jacobson Investment Advisors llc	0.04%	No change	1,190	$127K
AllSquare Wealth Management LLC	0.07%	No change	1,180	$124K
Valley National Advisers Inc.	0.02%	Add +222.3%	1,141	$120K
Atlas Capital Advisors Inc.	0.01%	Reduce -1.0%	1,135	$120K
Trust Co. of Vermont	0.01%	No change	1,112	$117K
Ridgewood Investments LLC	0.05%	Reduce -19.9%	1,070	$113K
Ameriflex Group, Inc.	0.04%	Add +0.3%	1,040	$110K
Quest 10 Wealth Builders, Inc.	0.12%	Reduce -30.4%	1,026	$108K
Accredited Wealth Management, LLC	0.08%	Add +0.2%	939	$99K
IMA Advisory Services, Inc.	0.01%	New	936	$99K
Pineridge Advisors LLC	0.04%	Add +109.0%	926	$98K
Washington Trust Advisors, Inc.	0.01%	No change	900	$95K
Golden State Wealth Management, LLC	0.01%	Reduce -19.6%	880	$93K
Realta Investment Advisors	0.04%	Add +0.5%	844	$89K
Bokf, NA	0.00%	Reduce -29.8%	831	$88K
Main Street Group, LTD	0.04%	Reduce -4.4%	823	$87K
True Wealth Design, LLC	0.03%	New	784	$83K
Compass Wealth Management LLC	0.02%	New	774	$82K
Founders Financial Alliance, LLC	0.02%	Reduce -10.0%	749	$79K
Rise Advisors, LLC	0.03%	Add +0.5%	745	$79K
Key Financial Inc	0.02%	No change	734	$77K
McIlrath & Eck, LLC	0.01%	Add +0.4%	732	$77K
Motco	0.01%	Reduce -6.2%	726	$77K
MJT & Associates Financial Advisory Group, Inc.	0.07%	—	709	$75K
Hartford Financial Management Inc.	0.01%	Reduce -40.5%	690	$73K
Cullen/Frost Bankers, Inc.	0.00%	Add +34.5%	683	$72K
Gould Capital, LLC	0.05%	Add +11.5%	677	$71K
Delta Asset Management LLC	0.01%	Reduce -42.7%	670	$71K
Mechanics Financial Corp	0.03%	No change	643	$68K
Opal Wealth Advisors, LLC	0.02%	New	620	$65K
Future Financial Wealth Managment LLC	0.05%	No change	604	$64K
CBIZ Investment Advisory Services, LLC	0.00%	Add +0.5%	590	$62K
Ancora Advisors LLC	0.00%	Add +63.9%	590	$62K
Rice Partnership, LLC	0.01%	Reduce -35.2%	536	$57K
Robinswood Financial LLC	0.02%	No change	529	$56K
Pflug Koory, LLC	0.03%	Add +0.6%	516	$54K
GPS Wealth Strategies Group, LLC	0.01%	Add +2.7%	502	$53K
Riggs Asset Managment Co. Inc.	0.02%	Add +127.7%	501	$53K
WASHINGTON TRUST Co	0.00%	Reduce -3.5%	496	$52K
Harbor Investment Advisory, LLC	0.00%	No change	482	$51K
N.E.W. Advisory Services LLC	0.00%	New	472	$50K
Cordant, Inc.	0.03%	No change	466	$49K
Clean Yield Group	0.02%	Add +0.7%	457	$48K
First Financial Corp.	0.02%	No change	450	$47K
Annis Gardner Whiting Capital Advisors, LLC	0.02%	No change	425	$45K
S&T Bank	0.01%	No change	401	$42K
Nemes Rush Group LLC	0.01%	No change	397	$42K
Midwest Capital Advisors, LLC	0.03%	No change	395	$42K
Evergreen Private Wealth LLC	0.02%	No change	390	$41K
Mattson Financial Services, LLC	0.01%	New	387	$41K
Integrity Financial Corp	0.02%	Add +55.6%	358	$38K
Roxbury Financial LLC	0.04%	Add +0.9%	343	$37K
HFM Investment Advisors, LLC	0.02%	—	348	$37K
Sound Income Strategies, LLC	0.00%	Reduce -31.9%	345	$36K
Raleigh Capital Management Inc.	0.02%	Add +2193.3%	344	$36K
Register Financial Advisors LLC	0.02%	No change	336	$35K
Toth Financial Advisory Corp.	0.00%	No change	333	$35K
Atala Financial Inc	0.03%	No change	329	$35K
City State Bank	0.01%	No change	318	$34K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.01%	No change	313	$33K
National Bank of Canada	0.00%	Add +14.6%	307	$32K
CNB Bank	0.02%	No change	300	$32K
DT Investment Partners, LLC	0.00%	No change	284	$30K
Richards, Merrill & Peterson, Inc.	0.02%	No change	275	$29K
LGT Financial Advisors LLC	0.09%	Reduce -78.1%	269	$28K
Indiana Trust & Investment Management Co	0.01%	Reduce -59.2%	264	$28K
Hantz Financial Services, Inc.	0.00%	New	253	$27K
Ruedi Wealth Management, Inc.	0.01%	Reduce -0.8%	256	$27K
Financial Network Wealth Advisors LLC	0.04%	Add +121.9%	253	$27K
Matrix Private Capital Group LLC	0.02%	No change	250	$26K
American Capital Advisory, LLC	0.01%	New	250	$26K
First Command Advisory Services, Inc.	0.00%	New	230	$24K
CarsonAllaria Wealth Management, Ltd.	0.01%	Add +0.9%	228	$24K
CENTRAL TRUST Co	0.00%	Reduce -75.9%	213	$22K
West Branch Capital LLC	0.01%	New	200	$21K
First PREMIER Bank	0.01%	No change	200	$21K
Montag A & Associates Inc.	0.00%	No change	197	$21K
Glen Eagle Advisors, LLC	0.00%	Reduce -55.0%	185	$20K
Hurley Capital, LLC	0.01%	No change	172	$18K
Y.D. More Investments Ltd	0.00%	No change	160	$17K
New Millennium Group LLC	0.01%	Reduce -49.1%	148	$16K
Holos Integrated Wealth LLC	0.01%	No change	144	$15K
HHM Wealth Advisors, LLC	0.00%	New	143	$15K
IMG Wealth Management, Inc.	0.01%	New	134	$14K
Keystone Global Partners, LLC	0.01%	—	123	$13K
Valley Wealth Managers, Inc.	0.00%	Reduce -24.2%	119	$13K
Archer Investment Corp	0.00%	No change	118	$12K
Princeton Global Asset Management LLC	0.00%	Reduce -78.6%	118	$12K
Tidemark, LLC	0.00%	No change	112	$12K
Viewpoint Capital Management LLC	0.01%	No change	100	$11K
Bfsg, LLC	0.00%	No change	100	$11K
Signature Resources Capital Management, LLC	0.01%	No change	82	$9K
TCTC Holdings, LLC	0.00%	No change	75	$8K
Wealth Preservation Advisors, LLC	0.01%	—	70	$7K
Transamerica Financial Advisors, LLC	0.00%	Reduce -10.7%	67	$7K
Prestige Wealth Management Group LLC	0.00%	No change	56	$6K
2UniFi Bank	0.00%	No change	50	$5K
Howe & Rusling Inc.	0.00%	Add +257.1%	50	$5K
Promus Capital, LLC	0.00%	No change	48	$5K
Spurstone Advisory Services, LLC	0.09%	No change	46	$5K
New Republic Capital, LLC	0.00%	Reduce -96.3%	42	$4K
Vermillion & White Wealth Management Group, LLC	0.00%	No change	40	$4K
Beacon Capital Management, LLC	0.00%	Add +2.6%	40	$4K
Family Manage LLC	0.00%	New	39	$4K
Rothschild Investment LLC	0.00%	No change	38	$4K
Tower Research Capital LLC (TRC)	0.00%	New	35	$4K
Pillar Financial Advisors, LLC	0.00%	No change	33	$3K
Moser Wealth Advisors, LLC	0.00%	New	29	$3K
Keener Financial Planning LLC	0.00%	No change	29	$3K
Dunhill Financial, LLC	0.00%	Add +833.3%	28	$3K
LRI Investments, LLC	0.00%	New	26	$3K
Iron Horse Wealth Management, LLC	0.00%	No change	22	$2K
Darwin Wealth Management, LLC	0.00%	No change	18	$2K
Salem Investment Counselors Inc.	0.00%	No change	17	$2K
Medallion Wealth Advisors, LLC	0.00%	Add +21.4%	17	$2K
North Capital, Inc.	0.00%	—	17	$2K
Atticus Wealth Management, LLC	0.00%	No change	12	$1K
Hemington Wealth Management	0.00%	No change	10	$1K
MPWM Advisory Solutions, LLC	0.00%	No change	9	$949
1620 Investment Advisors, Inc.	0.00%	No change	7	$738
Vermillion Wealth Management, Inc.	0.00%	New	3	$316
Jackson Hole Capital Partners, LLC	0.00%	No change	3	$316
DHJJ Financial Advisors, Ltd.	0.00%	No change	2	$211
Sandy Spring Bank	0.00%	New	2	$211
Parkworth Wealth Management, Inc.	0.00%	No change	1	$118
Asset Dedication, LLC	0.00%	Reduce -87.5%	1	$106
Gables Capital Management Inc.	0.00%	No change	1	$105
VSM Wealth Advisory, LLC	0.00%	New	1	$105
Highline Wealth Partners LLC	0.00%	Reduce -99.8%	1	$85

"% 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.