iShares National Muni Bond EMUBETF

13F holders, Q2 2025 (June 30)
1,540holders +39
135new positions
96sold out
7famous investors
$104.49avg. 13F price*

At the end of Q2 2025, 1,540 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, up 39 from Q1 2025. 135 opened new positions and 96 sold out. The largest holders were Bank of America Corp. ($3.3B), Envestnet Asset Management Inc. ($2.1B) and Betterment LLC ($1.9B). 7 famous investors held it, including George Soros (0.7% of Soros Fund Management's portfolio), Ken Fisher (0.4% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions135$372.1M
Exits96$152.7M

All 13F filers, Q1 2025 → Q2 2025: 31,007,532 shares bought and 36,280,738 shares sold, net −5,273,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,540 holders

Bank of America Corp. 0.27% Add +9.4% 31,544,250 $3.3B
Envestnet Asset Management Inc. 0.62% Add +4.6% 20,357,173 $2.1B
Betterment LLC 4.13% Add +0.9% 18,584,233 $1.9B
FMR LLC 0.11% Add +41.0% 18,234,426 $1.9B
Creative Planning 1.10% Reduce -6.0% 12,339,988 $1.3B
LPL Financial LLC 0.37% Add +6.4% 10,574,675 $1.1B
Wells Fargo & Company 0.23% Reduce -2.5% 9,817,911 $1.0B
Fisher Asset Management 0.37% Add +43.0% 8,914,935 $931.4M
Morgan Stanley 0.06% Reduce -4.1% 8,494,190 $887.5M
PNC Financial Services Group, Inc. 0.51% Add +5.2% 7,528,127 $786.5M
Northwestern Mutual Wealth Management Co. 0.56% Reduce -2.6% 7,391,953 $772.3M
US Bancorp \de 0.97% Add +34.4% 7,341,914 $767.1M
Bank of New York Mellon Corp 0.14% Reduce -13.4% 7,263,295 $758.9M
Mercer Global Advisors Inc. 1.47% Reduce -8.1% 6,250,171 $653.0M
Wealthfront Advisers LLC 1.45% Reduce -19.6% 5,395,885 $563.8M
Tiaa Trust, National Association 1.43% Add +3.8% 5,265,134 $550.1M
Envestnet Portfolio Solutions, Inc. 1.87% Add +12.9% 4,877,240 $509.6M
Sei Investments Co. 0.55% Reduce -17.9% 4,542,476 $474.6M
JPMorgan Chase & Co. 0.03% Reduce -54.5% 4,335,211 $452.9M
Commonwealth Equity Services, LLC 0.42% Reduce -1.7% 3,059,268 $319.6M
Allstate Corp. 22.94% Add +1.0% 3,047,649 $318.4M
First Citizens Bank & Trust Co. 5.28% Add +2.5% 2,792,238 $291.7M
Assetmark, Inc. 0.69% Add +0.9% 2,782,299 $290.7M
Orgel Wealth Management, LLC 6.41% Reduce -24.9% 2,545,255 $265.9M
UBS Group AG 0.06% Reduce -1.7% 2,525,891 $263.9M
Royal Bank of Canada 0.05% Add +10.0% 2,523,501 $263.7M
Rwa Wealth Partners, LLC 3.17% Reduce -9.7% 2,423,680 $253.2M
Raymond James Financial Inc. 0.08% Add +27.8% 2,228,405 $232.8M
Jones Financial Companies LLLP 0.16% Add +29.9% 1,962,716 $204.8M
MML Investors Services, LLC 0.59% Add +7.6% 1,957,609 $204.5M
Mariner, LLC 0.29% Reduce -4.5% 1,897,180 $198.2M
LMR Partners LLP 4.23% Add +2118.0% 1,774,400 $185.4M
HighTower Advisors, LLC 0.23% Add +8.7% 1,729,999 $180.8M
Sequoia Financial Advisors, LLC 1.20% Add +6.2% 1,674,873 $175.0M
Cetera Investment Advisers 0.29% Add +0.8% 1,621,081 $169.4M
Ameriprise Financial Inc. 0.04% Reduce -1.0% 1,524,453 $159.2M
Captrust Financial Advisors 0.32% Add +11.7% 1,358,342 $141.9M
Choate Investment Advisors 2.96% Add +0.8% 1,304,995 $136.3M
Citigroup Inc. 0.09% Add +8.7% 1,258,721 $131.5M
Signaturefd, LLC 2.22% Add +2.3% 1,246,713 $130.3M
Wealthspire Advisors, LLC 0.71% Add +17.3% 1,213,590 $126.8M
Goldman Sachs Group Inc. 0.02% Reduce -1.6% 1,180,694 $123.4M
One Capital Management, LLC 4.22% Reduce -8.6% 1,165,061 $121.7M
Facet Wealth, Inc. 2.64% Add +27.8% 1,119,485 $116.3M
Park Avenue Securities LLC 1.07% New 1,113,045 $116.3M
Oxford Financial Group, LTD. LLC 5.88% Reduce -1.2% 946,873 $98.9M
Avantax Advisory Services, Inc. 0.54% Reduce -12.6% 943,092 $98.5M
Cerity Partners LLC 0.17% Add +23.5% 923,726 $96.4M
Truist Financial Corp. 0.14% Reduce -1.4% 902,647 $94.3M
Focus Partners Wealth 0.20% Add +13.1% 900,993 $94.1M
Osaic Holdings, Inc. 0.17% Add +47.3% 894,488 $93.6M
EP Wealth Advisors, LLC 0.58% Reduce -11.0% 844,683 $88.3M
Balentine LLC 3.37% Reduce -3.7% 829,150 $86.6M
Corient Private Wealth LP 0.11% Add +21.7% 816,850 $85.3M
Stifel Financial Corp. 0.08% Add +22.6% 782,433 $81.7M
Wealth Enhancement Advisory Services, LLC 0.13% Add +3.3% 761,845 $79.4M
Cliftonlarsonallen Wealth Advisors, LLC 1.22% Reduce -13.0% 697,556 $72.9M
Orion Porfolio Solutions, LLC 0.61% Add +21.5% 688,042 $71.9M
Rockefeller Capital Management L.P. 0.15% Add +36.9% 672,990 $70.3M
Sofi Wealth, LLC 4.20% Add +6.0% 658,127 $68.8M
Arkos Global Advisors 9.45% Reduce -9.8% 651,570 $68.1M
Forvis Mazars Wealth Advisors, LLC 1.46% Add +1.1% 647,797 $67.7M
OneDigital Investment Advisors LLC 0.75% Reduce -3.5% 647,233 $67.6M
Beacon Pointe Advisors, LLC 0.68% Reduce -4.3% 622,460 $65.0M
State of Wisconsin Investment Board 0.16% No change 607,800 $63.5M
Angeles Wealth Management, LLC 4.16% Add +168.3% 581,118 $60.7M
Financial Engines Advisors L.L.C. 0.12% Add +1.0% 579,963 $60.6M
Renaissance Technologies 0.08% Add +115.9% 570,300 $59.6M
Franklin Resources Inc. 0.02% Reduce -1.7% 568,806 $59.4M
Prime Capital Investment Advisors, LLC 0.78% Reduce -11.5% 563,950 $58.9M
Coldstream Capital Management Inc. 0.96% Reduce -4.2% 562,126 $58.7M
United Capital Financial Advisors, LLC 0.47% Reduce -9.9% 558,968 $58.4M
Bessemer Group Inc. 0.09% Add +2.9% 544,110 $56.8M
Jane Street Group, LLC 0.09% Add +54.6% 537,214 $56.1M
Cwm, LLC 0.19% Add +1.7% 516,651 $54.0M
Manning & Napier Advisors LLC 0.63% Add +0.9% 505,849 $52.9M
Farther Finance Advisors, LLC 1.06% Add +14.3% 504,444 $52.7M
Wedmont Private Capital 2.21% Add +41.9% 496,553 $51.8M
Crestwood Advisors Group, LLC 0.87% Reduce -33.3% 463,776 $48.5M
Bank of Montreal 0.02% Reduce -3.8% 455,925 $47.6M
Alliancebernstein L.P. 0.01% Reduce -1.4% 432,884 $45.2M
Kestra Investment Management, LLC 1.33% Reduce -41.1% 419,810 $43.9M
Wealthcare Advisory Partners LLC 1.00% Reduce -24.4% 418,829 $43.8M
Nisa Investment Advisors, LLC 0.19% Add +25.9% 407,115 $42.5M
Equitable Holdings, Inc. 0.35% Add +11.7% 406,057 $42.4M
Ascent Group, LLC 1.63% Reduce -0.5% 401,160 $41.9M
Foster Group, Inc. 1.43% Reduce -30.4% 398,900 $41.7M
New York Life Investment Management LLC 0.38% Add +72.3% 388,999 $40.6M
JFS Wealth Advisors, LLC 2.55% Reduce -23.3% 383,282 $40.0M
Comerica Bank 0.15% Reduce -1.8% 381,745 $39.9M
Allworth Financial LP 0.19% Add +12.7% 379,414 $39.6M
Full Sail Capital, LLC 2.20% Add +16.3% 364,637 $38.1M
AE Wealth Management LLC 0.27% Add +2.4% 356,712 $37.3M
Retirement Investment Advisors, Inc. 3.33% Add +11.4% 354,160 $37.0M
Composition Wealth, LLC 0.62% Add +1115.5% 352,070 $36.8M
Baird Financial Group, Inc. 0.06% Add +8.2% 350,578 $36.6M
HSBC Holdings PLC 0.02% Add +1.8% 346,711 $36.2M
Sanctuary Advisors, LLC 0.22% Add +4.1% 344,027 $35.9M
Lutz Financial Services LLC 2.79% Add +16.5% 344,020 $35.9M
Aspiriant, LLC 1.13% Add +97.4% 340,459 $35.6M
Commerce Bank 0.20% Reduce -6.6% 321,721 $33.6M
Cardinal Point Capital Management ULC 2.65% Reduce -3.2% 320,647 $33.5M
Cahaba Wealth Management, Inc. 2.56% Reduce -2.2% 315,235 $32.9M
Integrated Wealth Concepts LLC 0.33% Add +0.3% 314,769 $32.9M
Cambridge Investment Research Advisors, Inc. 0.10% Add +13.3% 309,498 $32.3M
Rockwood Wealth Management, LLC 2.82% Add +8381.6% 306,696 $32.0M
Dohj, LLC 9.18% Reduce -4.1% 305,284 $31.6M
Susquehanna International Group, LLP 0.05% Reduce -73.6% 298,406 $31.2M
Garde Capital, Inc. 1.65% Add +6.3% 295,787 $30.9M
O'shaughnessy Asset Management, LLC 0.21% Reduce -11.1% 295,612 $30.9M
M&T Bank Corp 0.10% Reduce -4.9% 286,395 $29.9M
Bluespring Wealth Management, LLC 2.84% Reduce -2.2% 286,029 $29.9M
SageView Advisory Group, LLC 1.13% Add +8.1% 287,523 $29.8M
Schneider Downs Wealth Management Advisors, LP 4.44% Reduce -4.2% 284,243 $29.7M
Dynasty Wealth Management, LLC 0.50% Add +2.6% 280,593 $29.3M
Icon Wealth Advisors, LLC 2.04% Add +16.3% 273,566 $28.6M
Choreo, LLC 0.40% Add +16.9% 271,345 $28.4M
Seeds Investor LLC 6.40% Add +8.6% 261,013 $27.3M
Plante Moran Financial Advisors, LLC 1.92% Reduce -11.0% 261,003 $27.3M
Capital Insight Partners, LLC 4.70% Reduce -3.3% 258,852 $27.0M
Liquid Strategies, LLC 5.82% Reduce -12.7% 254,832 $26.6M
Global Strategic Investment Solutions, LLC 2.83% Reduce -47.2% 253,598 $26.5M
Natixis Advisors, LLC 0.04% Reduce -40.1% 252,480 $26.4M
Polar Asset Management Partners Inc. 0.88% New 250,000 $26.1M
Avior Wealth Management, LLC 0.90% Add +25.4% 248,997 $26.0M
Private Advisor Group, LLC 0.14% Add +11.6% 248,854 $26.0M
Ackerman Capital Advisors, LLC 5.92% Add +182.3% 243,903 $25.5M
Salomon & Ludwin, LLC 2.51% Add +2.6% 243,456 $25.4M
Pathstone Holdings, LLC 0.10% Reduce -22.4% 242,855 $25.4M
Soros Fund Management 0.67% No change 241,400 $25.2M
Stratos Wealth Partners, LTD. 0.34% Reduce -4.4% 236,356 $24.7M
Cresset Asset Management, LLC 0.12% Add +67.3% 234,963 $24.5M
Boston Standard Wealth Management, LLC 4.38% Add +25.5% 232,865 $24.3M
Ledyard National Bank 2.23% Reduce -9.8% 225,984 $23.6M
Waldron Private Wealth LLC 1.02% Reduce -20.8% 223,576 $23.4M
Bear Mountain Capital, Inc. 8.28% Reduce -2.1% 223,912 $23.1M
Kestra Advisory Services, LLC 0.11% Add +8.3% 220,717 $23.1M
Quotient Wealth Partners, LLC 0.68% Add +14.6% 219,648 $22.9M
NewEdge Advisors, LLC 0.12% Reduce -2.7% 219,603 $22.9M
CIBC Private Wealth Group LLC 0.04% Add +110.2% 217,783 $22.8M
Legacy Edge Advisors, LLC 3.01% Add +1324.5% 215,990 $22.6M
Wesbanco Bank Inc. 0.67% Add +7.3% 215,198 $22.5M
Parcion Private Wealth LLC 1.59% New 213,027 $22.3M
Modera Wealth Management, LLC 0.28% Reduce -12.4% 212,704 $22.2M
Axxcess Wealth Management, LLC 0.53% Add +7.6% 212,628 $22.2M
Crewe Advisors LLC 3.09% Reduce -12.2% 208,789 $21.8M
Meridian Wealth Partners, LLC 3.15% Add +4.4% 208,214 $21.8M
Trust Co 2.45% Add +34.5% 207,451 $21.7M
Sagespring Wealth Partners, LLC 0.47% Add +12.3% 207,081 $21.6M
Regions Financial Corp. 0.15% Reduce -6.2% 206,416 $21.6M
Ally Invest Advisors Inc. 1.67% Add +2.5% 204,718 $21.4M
Vestmark Advisory Solutions, Inc. 0.30% Reduce -19.5% 201,406 $21.0M
Jump Financial, LLC 0.26% New 200,000 $20.9M
Fort Point Capital Partners LLC 2.09% Reduce -27.5% 199,299 $20.8M
NorthCoast Asset Management LLC 0.09% Add +140.1% 196,919 $20.6M
Merit Financial Group, LLC 0.23% Add +59.7% 196,403 $20.5M
Manufacturers Life Insurance Company, The 0.02% Reduce -16.9% 196,034 $20.5M
Perigon Wealth Management, LLC 0.48% Reduce -12.6% 195,936 $20.5M
D. E. Shaw & Co. 0.02% Reduce -93.9% 195,100 $20.4M
Unique Wealth, LLC 3.28% Reduce -1.1% 194,552 $20.3M
One Wealth Advisors, LLC 2.81% Add +34.4% 193,615 $20.2M
AMG National Trust Bank 0.53% Add +3.1% 193,558 $20.2M
AlTi Global, Inc. 0.49% Add +33.9% 186,769 $19.5M
Cardinal Strategic Wealth Guidance 5.58% Reduce -10.2% 185,236 $19.4M
RTD Financial Advisors, Inc. 2.45% Reduce -8.1% 183,363 $19.2M
Capital Asset Advisory Services LLC 0.88% Add +5.6% 180,272 $18.8M
Janney Montgomery Scott LLC 0.05% Add +35.7% 177,128 $18.5M
Morton Brown Family Wealth, LLC 5.63% Reduce -16.3% 177,090 $18.5M
SCS Capital Management LLC 0.20% Reduce -5.2% 176,557 $18.4M
Vicus Capital 1.53% Reduce -14.8% 176,343 $18.4M
Steward Partners Investment Advisory, LLC 0.14% Reduce -10.3% 176,138 $18.4M
Apella Capital, LLC 0.50% Reduce -17.8% 175,564 $18.3M
First Citizens Asset Management, Inc. 6.43% Add +0.4% 173,628 $18.1M
Nuveen, LLC 0.01% Add +1512.3% 173,302 $18.1M
Verition Fund Management LLC 0.11% New 173,000 $18.1M
RMR Wealth Builders 1.63% Add +5.7% 171,467 $17.9M
Simplicity Wealth,LLC 0.75% Add +71.7% 171,330 $17.9M
Charles Schwab Trust Co 1.33% Add +22.8% 170,253 $17.8M
Avantax Planning Partners, Inc. 0.56% Reduce -44.6% 170,139 $17.8M
McNamara Financial Services, Inc. 3.52% Reduce -6.0% 170,069 $17.8M
World Investment Advisors 0.40% Add +0.3% 169,515 $17.7M
Lebenthal Global Advisors, LLC 3.24% Reduce -5.1% 166,003 $17.3M
Slow Capital, Inc. 2.12% Reduce -13.7% 165,972 $17.3M
Aptus Capital Advisors, LLC 0.17% Add +6.9% 163,790 $17.1M
Arax Advisory Partners 0.78% Reduce -19.8% 143,982 $17.0M
Symmetry Partners, LLC 2.08% Add +3.5% 161,813 $16.9M
Alesco Advisors, LLC, An ESL Co 0.48% Reduce -6.7% 160,061 $16.7M
Stairway Partners, LLC 0.94% Add +1.5% 158,373 $16.5M
Clearwater Capital Advisors, LLC 1.50% Reduce -6.6% 157,077 $16.4M
Brooklyn FI, LLC 4.14% Add +22.6% 154,586 $16.2M
Stage Harbor Financial, LLC 13.05% Reduce -10.8% 153,801 $16.1M
FUKOKU MUTUAL LIFE INSURANCE Co 1.02% No change 153,000 $16.0M
Alaska Wealth Advisors, LLC 2.24% Reduce -8.1% 149,586 $15.6M
North Star Investment Management Corp. 1.07% Add +16.5% 147,350 $15.4M
Peapack Gladstone Financial Corp. 0.22% Add +66.3% 146,710 $15.3M
City of London Investment Management Co. Ltd. 1.41% Add +95.5% 145,388 $15.2M
Chesley Taft & Associates LLC 0.68% Reduce -18.0% 145,181 $15.2M
Resonant Capital Advisors, LLC 0.96% Add +5.7% 144,086 $15.1M
Lido Advisors, LLC 0.08% Reduce -19.2% 138,891 $14.5M
CX Institutional 0.50% Reduce -49.8% 137,825 $14.4M
Robertson Stephens Wealth Management, LLC 0.50% Add +32.8% 137,365 $14.4M
Integrated Advisors Network LLC 0.64% Add +4.5% 135,969 $14.2M
UNIVEST FINANCIAL Corp 0.84% Add +3.5% 134,427 $14.0M
Citizens Financial Group Inc. 0.23% Reduce -17.1% 134,359 $14.0M
Revolve Wealth Partners, LLC 1.82% Add +3.9% 133,315 $13.9M
Diversified Portfolios, Inc. 1.32% Reduce -5.9% 132,965 $13.9M
Prudential Financial Inc. 0.02% Reduce -37.5% 131,110 $13.7M
First Financial Bank - Trust Division 1.20% Reduce -6.7% 130,697 $13.7M
&partners 0.10% Reduce -6.3% 129,459 $13.5M
Alley Investment Management Company, LLC 1.63% Reduce -0.5% 128,957 $13.5M
Capital Analysts, LLC 0.45% Add +5.6% 128,528 $13.4M
Gradient Investments LLC 0.24% Add +96.7% 127,921 $13.4M
Freestone Capital Holdings, LLC 0.45% Add +1.1% 127,881 $13.4M
Advisory Services Network, LLC 0.21% Reduce -0.1% 127,589 $13.3M
SVB Wealth LLC 0.71% New 126,098 $13.2M
Waverly Advisors, LLC 0.14% Add +1.2% 125,314 $13.1M
Atria Wealth Solutions, Inc. 0.29% Reduce -54.0% 124,365 $13.0M
Heritage Wealth Management, Inc./Texas 6.42% New 123,778 $12.9M
Single Point Partners, LLC 2.83% Reduce -18.0% 123,771 $12.9M
Manhattan West Asset Management, LLC 2.97% Reduce -5.4% 122,970 $12.8M
Clearstead Advisors, LLC 0.18% Reduce -2.9% 122,845 $12.8M
Towercrest Capital Management 2.29% Add +0.9% 122,745 $12.8M
German American Bancorp, Inc. 1.25% Add +48.2% 122,736 $12.8M
Brown Wealth Management, LLC 3.96% Reduce -11.1% 122,113 $12.8M
Waterloo Capital, L.P. 1.02% Add +29.2% 120,927 $12.6M
Graypoint LLC 0.71% Reduce -0.8% 120,823 $12.6M
Verus Wealth Management, LLC 12.46% Add +9.8% 118,578 $12.4M
Sigma Planning Corp 0.37% Reduce -5.8% 117,858 $12.3M
Northeast Financial Group, Inc. 3.86% Add +1.1% 116,535 $12.2M
Deutsche Bank AG 0.00% Reduce -4.4% 116,509 $12.2M
Black Diamond Financial, LLC 1.89% Reduce -16.7% 116,448 $12.2M
Savvy Advisors, Inc. 0.81% Add +49.1% 116,166 $12.1M
Parkside Investments, LLC 1.64% Reduce -6.9% 115,670 $12.1M
Beacon Bridge Wealth Partners, LLC 4.79% Add +18.6% 115,600 $12.1M
Ellevest, Inc. 1.91% Reduce -86.3% 114,387 $12.0M
Albion Financial Group 0.78% Add +20.1% 113,680 $11.9M
Apeiron RIA LLC 3.03% Reduce -1.0% 112,517 $11.8M
Dakota Wealth Management 0.25% Add +7.1% 112,038 $11.7M
NewEdge Wealth, LLC 0.18% Reduce -5.3% 112,219 $11.7M
GAMMA Investing LLC 0.74% Reduce -12.6% 111,475 $11.6M
Fragasso Financial Advisors Inc 0.78% Reduce -0.1% 110,860 $11.6M
Fiduciary Trust Co 0.14% Reduce -4.7% 110,289 $11.5M
Leonard Rickey Investment Advisors P.L.L.C. 2.29% Reduce -41.5% 109,919 $11.5M
Altura Wealth Advisors Inc. 6.38% Reduce -47.2% 109,240 $11.4M
PDS Planning, Inc 0.84% Add +15.7% 108,451 $11.3M
Mather Group, Llc. 0.12% Reduce -41.5% 108,051 $11.3M
Great Valley Advisor Group, Inc. 0.25% Reduce -62.2% 107,866 $11.3M
Allspring Global Investments Holdings, LLC 0.02% New 106,854 $11.1M
Veery Capital, LLC 3.79% Reduce -3.3% 105,581 $11.0M
Kestra Private Wealth Services, LLC 0.16% Add +142.9% 104,756 $10.9M
Thrive Wealth Management, LLC 1.75% Add +240.2% 103,671 $10.8M
Aquire Wealth Advisors, LLC 2.91% Add +22.3% 103,570 $10.8M
25 LLC 3.94% Add +3.7% 102,648 $10.7M
CWA Asset Management Group, LLC 0.44% Add +6.8% 100,168 $10.5M
Brookstone Capital Management 0.14% Add +12.2% 99,339 $10.4M
Citadel Advisors 0.01% New 98,993 $10.3M
Orin Green Financial, LLC 4.31% Reduce -14.6% 97,361 $10.2M
Harbor Group, Inc. 1.80% Add +38.6% 97,261 $10.2M
Lindenwold Advisors, INC 5.27% Add +3.2% 97,160 $10.2M
Hudock, Inc. 1.63% Reduce -0.2% 97,061 $10.1M
Rinkey Investments 3.04% Reduce -43.5% 96,766 $10.1M
Fifth Third Bancorp 0.03% Add +0.6% 96,642 $10.1M
Laird Norton Wetherby Trust Company, LLC 1.37% Add +4.2% 95,558 $10.0M
Nicolet Advisory Services, LLC 0.85% Reduce -4.5% 95,751 $10.0M
Global Wealth Strategies & Associates 2.83% Add +5.0% 94,613 $9.9M
Weitzel Financial Services, Inc. 4.16% Add +3.4% 94,419 $9.8M
Ullmann Wealth Partners Group, LLC 1.16% Add +161.6% 94,031 $9.8M
Granite Harbor Advisors, Inc. 4.59% Add +10.1% 93,593 $9.8M
Martel Wealth Advisors LLC 1.78% Reduce -1.9% 92,157 $9.6M
First Horizon Advisors, Inc. 0.25% Reduce -2.9% 91,974 $9.6M
Catalyst Financial Partners LLC 1.05% Reduce -12.0% 91,853 $9.6M
Baron Silver Stevens Financial Advisors, LLC 1.52% Reduce -17.9% 91,002 $9.5M
Smith & Howard Wealth Management, LLC 2.37% Reduce -2.8% 89,440 $9.3M
Vise Technologies, Inc. 0.38% — 89,115 $9.3M
Diversified Enterprises, LLC 0.69% Add +25.7% 88,890 $9.3M
American Century Companies Inc. 0.01% New 88,600 $9.3M
BCO Wealth Management LLC 6.51% Reduce -3.2% 87,332 $9.1M
Atria Investments, Inc 0.11% Reduce -14.2% 87,147 $9.1M
Prairieview Wealth Partners, LLC 9.45% New 87,096 $9.1M
D L Carlson Investment Group Inc. 1.65% Add +132.9% 86,701 $9.1M
Horiko Capital Management LLC 2.36% No change 86,550 $9.0M
Group One Trading LLC 0.30% New 86,245 $9.0M
Bragg Financial Advisors, Inc 0.32% Add +9.7% 85,325 $8.9M
Summit Wealth Group, LLC 2.28% Add +188.3% 85,060 $8.9M
Valmark Advisers, Inc. 0.12% Add +8.5% 85,054 $8.9M
Fiduciary Financial Group, LLC 1.60% Add +22.4% 84,638 $8.8M
TD Private Client Wealth LLC 0.21% Add +81.5% 83,382 $8.7M
Wealth Advisory Solutions, LLC 2.18% Add +2.7% 82,480 $8.6M
Okabena Investment Services Inc. 1.87% Add +0.7% 80,683 $8.4M
Regal Investment Advisors LLC 0.63% Reduce -1.8% 80,020 $8.4M
St Germain D J Co. Inc. 0.36% Add +5.3% 79,885 $8.3M
Asio Capital, LLC 1.38% Reduce -62.0% 79,285 $8.3M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +4.3% 78,475 $8.2M
Confluence Wealth Services, Inc. 0.44% Add +2.3% 77,500 $8.1M
Private Wealth Management Group, LLC 2.67% Reduce -14.9% 76,960 $8.0M
CGN Advisors LLC 0.71% Reduce -12.1% 76,339 $8.0M
One Wealth Capital Management, LLC 3.72% Add +0.4% 75,914 $7.9M
Wolverine Trading, LLC 0.20% Add +99.7% 75,595 $7.9M
BSW Wealth Partners 1.07% Add +193.9% 74,868 $7.8M
Principal Securities, Inc. 0.15% Add +18.1% 74,837 $7.8M
Flputnam Investment Management Co. 0.13% Reduce -19.7% 74,172 $7.7M
BTC Capital Management, Inc. 0.63% Add +19.6% 73,831 $7.7M
Astoria Strategic Wealth, Inc. 2.07% Add +18.9% 73,334 $7.7M
GM Advisory Group, LLC 0.38% Reduce -10.3% 73,060 $7.6M
Johnson Financial Group, Inc. 0.34% Reduce -59.1% 72,532 $7.6M
Sand Hill Global Advisors, LLC 0.28% Reduce -20.6% 72,213 $7.5M
Connecticut Wealth Management, LLC 0.36% Add +23.8% 72,167 $7.5M
Pines Wealth Management, LLC 2.66% Add +3.2% 72,151 $7.5M
Alliance Wealth Management Group 1.92% Reduce -1.4% 71,982 $7.5M
Thrivent Financial for Lutherans 0.02% Reduce -80.5% 71,792 $7.5M
Moller Wealth Partners 1.65% Add +6.1% 71,699 $7.5M
Gerber Kawasaki Wealth & Investment Management 0.29% Add +10.4% 71,302 $7.4M
Summit Financial, LLC 0.17% Reduce -5.7% 71,106 $7.4M
Arkansas Financial Group, Inc. 1.15% Reduce -1.9% 71,015 $7.4M
WealthShield Partners, LLC 0.88% Reduce -1.4% 69,603 $7.3M
Russell Investments Group, Ltd. 0.01% Add +1267.5% 69,471 $7.3M
Caliber Wealth Management, LLC / KS 0.77% Add +1.9% 68,640 $7.2M
Austin Private Wealth, LLC 0.57% Reduce -66.8% 68,369 $7.1M
Stonehage Fleming Financial Services Holdings Ltd 0.21% Add +14.9% 68,302 $7.1M
Keebeck Wealth Management 0.93% Add +11.4% 68,218 $7.1M
Clarity Asset Management, Inc. 4.25% Add +5.9% 68,120 $7.1M
IMPACTfolio, LLC 3.37% Reduce -3.7% 68,065 $7.1M
BlackRock, Inc. 0.00% Reduce -77.0% 67,567 $7.1M
Legacy Financial Strategies, LLC 1.38% Reduce -0.7% 67,419 $7.0M
Advus Financial Partners, LLC 1.79% Reduce -4.9% 67,245 $7.0M
Ade, LLC 3.72% Reduce -10.3% 66,898 $7.0M
RFP Financial Group LLC 2.88% Add +1.0% 66,707 $7.0M
Brandywine Oak Private Wealth LLC 0.64% Reduce -38.9% 66,450 $6.9M
Patriot Investment Management Group, Inc. 0.48% Add +9.9% 65,723 $6.9M
WealthCollab, LLC 3.84% Add +11.2% 65,430 $6.8M
Acropolis Investment Management, LLC 0.37% Reduce -8.2% 65,075 $6.8M
Skyline Advisors, Inc. 2.51% Reduce -44.5% 64,974 $6.8M
Legacy Private Trust Co. 0.44% Add +42.8% 64,652 $6.8M
Bartlett & Co. Wealth Management LLC 0.09% Reduce -0.5% 64,515 $6.7M
May Hill Capital, LLC 2.21% Reduce -7.4% 64,351 $6.7M
Bailard, Inc. 0.16% Add +17.6% 63,978 $6.7M
Atlatl Advisers LLC 3.14% Reduce -7.2% 63,513 $6.6M
Founders Financial Securities LLC 0.50% Reduce -42.6% 63,252 $6.6M
Benjamin Edwards Inc. 0.08% Add +101.1% 62,915 $6.6M
Elm Partners Management LLC 0.38% Reduce -3.0% 62,781 $6.6M
Focus Financial Network, Inc. 0.26% Reduce -24.5% 62,422 $6.5M
Savant Capital, LLC 0.05% Reduce -14.6% 62,139 $6.5M
Wit, LLC 0.16% Reduce -79.3% 62,022 $6.5M
Brown Advisory Inc. 0.01% Reduce -3.7% 61,880 $6.5M
Ashton Thomas Private Wealth, LLC 0.23% Reduce -10.4% 61,082 $6.4M
Stone House Investment Management, LLC 1.17% Add +35.2% 61,052 $6.4M
High Falls Advisors, Inc 1.36% Reduce -23.5% 58,938 $6.2M
San Luis Wealth Advisors LLC 1.31% New 58,505 $6.1M
Dogwood Wealth Management LLC 2.98% Reduce -3.5% 58,649 $6.1M
IMC-Chicago, LLC 0.15% Reduce -6.4% 58,415 $6.1M
Confluence Investment Management LLC 0.09% Add +215.3% 58,057 $6.1M
21 West Wealth Management LLC 6.11% — 58,013 $6.1M
Wealthcare Capital Management LLC 0.64% Reduce -0.1% 57,865 $6.0M
North Dallas Bank & Trust Co. 4.55% — 57,506 $6.0M
BNP Paribas Financial Markets 0.00% Add +29.5% 57,294 $6.0M
Aua Capital Management, LLC 3.57% No change 57,207 $6.0M
Capital Investment Services of America, Inc. 0.54% Add +2.7% 56,629 $5.9M
Watershed Private Wealth LLC 2.15% Add +13.5% 56,620 $5.9M
Simplex Trading, LLC 0.16% Reduce -27.6% 56,446 $5.9M
Fulton Breakefield Broenniman LLC 0.40% Reduce -15.2% 56,403 $5.9M
Horizon Investments, LLC 0.09% Reduce -46.0% 56,671 $5.9M
Vannoy Advisory Group, Inc. 4.03% Add +2.1% 55,821 $5.8M
Fairview Capital Investment Management, LLC 0.30% Add +373.8% 55,675 $5.8M
Davidson Investment Advisors 0.26% Reduce -2.0% 55,502 $5.8M
Charles Schwab Investment Management Inc. 0.00% Reduce -99.4% 55,400 $5.8M
Prospera Financial Services Inc 0.11% Add +15.9% 55,360 $5.8M
Kingdom Financial Group LLC. 5.05% Reduce -59.3% 55,332 $5.8M
Alpha Financial Partners LLC 4.16% Reduce -4.0% 55,234 $5.8M
Anderson Hoagland & Co. 0.55% New 55,057 $5.8M
Phillips Financial Management, LLC 0.42% Reduce -14.3% 54,986 $5.7M
Proathlete Wealth Management LLC 1.81% Add +5.8% 54,430 $5.7M
Pure Financial Advisors, LLC 0.10% Add +40.5% 54,428 $5.7M
Foster & Motley Inc. 0.33% Reduce -17.3% 53,939 $5.6M
Tilson Financial Group, Inc. 2.13% Add +67.1% 53,930 $5.6M
Strategic Blueprint, LLC 0.28% Reduce -0.4% 53,914 $5.6M
Seaside Wealth Management, Inc. 1.79% Reduce -15.8% 53,703 $5.6M
Exencial Wealth Advisors, LLC 0.20% Reduce -11.7% 53,584 $5.6M
Smithfield Trust Co 0.26% Reduce -14.0% 53,184 $5.6M
Passive Capital Management, LLC. 1.73% Reduce -0.7% 53,166 $5.5M
Somnio Financial Group, LLC 3.90% — 52,099 $5.4M
NewSquare Capital LLC 0.40% Add +2.4% 51,799 $5.4M
Naples Global Advisors, LLC 0.46% Add +2.9% 51,637 $5.4M
Exchange Bank 4.25% Reduce -17.4% 51,375 $5.4M
Mayflower Financial Advisors, LLC 0.75% Reduce -20.4% 51,310 $5.4M
Stephens Inc. 0.07% Add +10.5% 51,272 $5.4M
GenTrust, LLC 0.25% Reduce -20.2% 50,629 $5.3M
Wrenne Financial Planning LLC 2.47% Reduce -25.4% 50,588 $5.3M
Biltmore Family Office, LLC 0.89% Reduce -6.4% 50,435 $5.3M
LifeWealth Investments, LLC 1.91% Add +42.7% 50,383 $5.3M
Forza Wealth Management, LLC 2.13% Add +377.9% 49,700 $5.2M
Presilium Private Wealth, LLC 1.06% Add +3.0% 49,501 $5.2M
Gutierrez Wealth Advisory, LLC 3.44% Add +60.0% 49,106 $5.1M
Precedent Wealth Partners, LLC 1.26% Reduce -9.9% 49,077 $5.1M
True Vision MN LLC 2.83% Add +8.0% 49,050 $5.1M
Financial Life Advisors 1.75% Add +2.0% 48,853 $5.1M
Focus Partners Advisor Solutions, LLC 0.07% Reduce -35.8% 48,694 $5.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.11% Reduce -9.8% 48,371 $5.1M
Financial Advocates Investment Management 0.41% Reduce -3.3% 48,064 $5.0M
Wealth Management Resources, Inc. 1.71% Reduce -15.9% 48,008 $5.0M
Aletheian Wealth Advisors LLC 2.45% Add +43.4% 47,761 $5.0M
Armor Investment Advisors, LLC 1.88% Add +9.8% 47,643 $5.0M
Traveka Wealth, LLC 2.63% Reduce -1.6% 47,466 $5.0M
Avant Financial Advisors LLC 4.06% Add +12.4% 47,217 $4.9M
Lifeworks Advisors, LLC 0.73% Add +21.8% 47,061 $4.9M
Brio Consultants, LLC 0.72% Add +2.6% 46,851 $4.9M
GFS Advisors, LLC 0.67% Add +244.5% 46,700 $4.9M
Foundations Investment Advisors, LLC 0.08% Add +49.9% 46,265 $4.8M
TD Capital Management LLC 0.46% Add +1.6% 46,182 $4.8M
Capital Advisors Wealth Management, LLC 0.75% Add +20.0% 45,843 $4.8M
First American Trust, FSB 0.38% Add +4.1% 45,484 $4.8M
HUB Investment Partners, LLC 0.17% Add +8.8% 45,376 $4.7M
Bridge Generations Wealth Management LLC 2.87% Add +24.4% 45,356 $4.7M
K2 Financial Inc. 4.17% Reduce -7.2% 45,635 $4.7M
Global Retirement Partners, LLC 0.12% — 45,246 $4.7M
Hassell Wealth Management, LLC 1.73% Add +0.0% 45,626 $4.7M
Partners in Financial Planning 0.86% Reduce -1.5% 44,517 $4.7M
Geneos Wealth Management Inc. 0.11% Reduce -19.2% 44,405 $4.6M
Level Wealth Management LLC 2.70% Add +303.1% 44,397 $4.6M
ONE Advisory Partners, LLC 1.53% Add +47.0% 44,377 $4.6M
MIdWestOne Financial Group, Inc. 0.60% Add +47.5% 43,909 $4.6M
Tyche Wealth Partners LLC 0.92% Add +388.0% 43,708 $4.6M
Midwest Trust Co 0.06% — 43,624 $4.6M
CW Advisors, LLC 0.04% Reduce -2.0% 43,606 $4.6M
Greenleaf Trust 0.04% Reduce -10.7% 43,466 $4.5M
Dravo Bay LLC 2.19% Reduce -23.7% 43,379 $4.5M
Country Trust Bank 0.10% No change 43,200 $4.5M
Traphagen Investment Advisors LLC 0.43% Add +13.3% 43,199 $4.5M
Clifford Group, LLC 3.70% Add +1.2% 43,108 $4.5M
First Business Financial Services, Inc. 0.41% Reduce -1.1% 43,042 $4.5M
Joel Isaacson & Co., LLC 0.18% Add +0.3% 42,602 $4.5M
Opus Capital Group, LLC 0.53% Reduce -46.3% 42,433 $4.4M
Valeo Financial Advisors, LLC 0.11% Add +1443.6% 42,033 $4.4M
Synovus Financial Corp. 0.05% Add +1.8% 41,802 $4.4M
Sovran Advisors, LLC 0.46% Add +13.1% 41,851 $4.4M
Kingsview Wealth Management, LLC 0.07% Reduce -46.8% 41,626 $4.3M
Austin Wealth Management, LLC 0.77% New 41,554 $4.3M
Westover Capital Advisors, LLC 0.85% New 40,702 $4.3M
Burt Wealth Advisors 0.97% Reduce -40.3% 40,579 $4.2M
CreativeOne Wealth, LLC 0.11% Reduce -4.9% 40,321 $4.2M
Life Planning Partners, Inc 3.32% Add +3.4% 39,969 $4.2M
Johnson Bixby & Associates, LLC 0.57% Add +7.7% 39,643 $4.1M
First National Trust Co 0.15% Reduce -20.7% 39,569 $4.1M
Avidian Wealth Enterprises, LLC 0.17% Reduce -6.5% 39,567 $4.1M
Beaird Harris Wealth Management, LLC 0.32% Add +28.3% 39,144 $4.1M
Ameritas Investment Partners, Inc. 0.13% Add +1.6% 39,062 $4.1M
Grove Bank & Trust 0.50% Reduce -3.5% 38,689 $4.0M
BCGM Wealth Management, LLC 1.14% Reduce -8.9% 38,629 $4.0M
Blair William & Co. 0.01% Add +11.6% 38,184 $4.0M
Premier Path Wealth Partners, LLC 0.56% Reduce -19.6% 38,183 $4.0M
Creative Financial Designs Inc. 0.29% Reduce -11.3% 37,917 $4.0M
Curbstone Financial Management Corp 0.81% No change 37,842 $4.0M
Concurrent Investment Advisors, LLC 0.08% Add +16.5% 37,825 $4.0M
Mission Wealth Management, LP 0.09% Reduce -3.7% 37,792 $3.9M
Chicago Partners Investment Group LLC 0.11% Reduce -3.0% 37,985 $3.9M
RFG Advisory, LLC 0.09% Reduce -22.4% 37,414 $3.9M
Compound Planning, Inc. 0.15% Add +41.2% 37,262 $3.9M
Durante & Waters, LLC 3.04% Add +4.8% 36,922 $3.9M
Belpointe Asset Management LLC 0.16% Add +32.5% 36,780 $3.8M
Hancock Whitney Corp. 0.07% Reduce -2.6% 36,735 $3.8M
Motive Wealth Advisors 1.74% Reduce -5.2% 36,617 $3.8M
Insight Wealth Strategies, LLC 0.48% Reduce -0.3% 36,566 $3.8M
McAdam, LLC 0.21% Reduce -16.3% 36,101 $3.8M
Blue Trust, Inc. 0.04% Add +16.4% 35,872 $3.7M
Galvin, Gaustad & Stein, LLC 0.33% Reduce -11.1% 35,870 $3.7M
Advyzon Investment Management, LLC 0.81% Add +144.7% 35,077 $3.7M
Capital Management Associates, Inc 1.16% Reduce -50.0% 34,917 $3.6M
Leeward Financial Partners, LLC 1.15% Add +9.9% 34,673 $3.6M
Waterford Advisors, LLC 1.33% Reduce -97.2% 1,044 $3.6M
FourThought Financial Partners, LLC 0.35% Add +0.0% 34,381 $3.6M
Apollon Wealth Management, LLC 0.07% Reduce -82.0% 34,324 $3.6M
Mainsail Financial Group, LLC 1.67% Add +3.1% 34,596 $3.6M
Cascade Financial Partners, LLC 0.43% Reduce -13.6% 34,247 $3.6M
Whittier Trust Co. of Nevada Inc. 0.08% Add +1.1% 34,218 $3.6M
Edgestream Partners, L.P. 0.10% Reduce -6.9% 34,152 $3.6M
Westside Investment Management, Inc. 0.66% Add +8.0% 34,034 $3.6M
Bare Financial Services, Inc 1.20% Reduce -12.2% 33,926 $3.5M
Tobias Financial Advisors, Inc. 0.60% Reduce -2.4% 33,768 $3.5M
Strive Asset Management, LLC 2.11% Add +15.4% 33,581 $3.5M
Topsail Wealth Management, LLC 0.64% New 33,275 $3.5M
Investment Management Associates Inc. 1.17% No change 33,191 $3.5M
Eagle Rock Investment Company, LLC 0.55% Reduce -0.5% 33,100 $3.5M
Northern Trust Corp. 0.00% Reduce -31.1% 32,853 $3.4M
Eagle Wealth Strategies LLC 1.90% New 32,528 $3.4M
HAP Trading, LLC 1.47% New 32,284 $3.4M
Zhang Financial LLC 0.15% Reduce -45.6% 32,117 $3.4M
Wedbush Securities Inc. 0.12% Reduce -0.4% 32,018 $3.3M
Verus Capital Partners, LLC 0.30% Reduce -1.9% 31,923 $3.3M
TruNorth Capital Management, LLC 0.73% Add +66.5% 31,603 $3.3M
Financial Insights, Inc. 1.21% Reduce -0.2% 31,575 $3.3M
CFS Investment Advisory Services, LLC 0.27% Reduce -8.6% 31,363 $3.3M
My Legacy Advisors, LLC 1.17% Reduce -3.3% 31,426 $3.3M
Sterling Investment Advisors, Ltd. 0.72% Add +18.3% 31,340 $3.3M
Ironwood Wealth Management, LLC. 1.19% Reduce -54.7% 31,304 $3.3M
Joseph Group Capital Management 1.09% Reduce -6.5% 31,013 $3.2M
Forum Financial Management, LP 0.05% Reduce -70.7% 31,002 $3.2M
SevenBridge Financial Group, LLC 0.57% Reduce -6.9% 30,973 $3.2M
Keybank National Association 0.01% Add +7.6% 30,693 $3.2M
Blueprint Financial Advisors LLC 1.02% New 30,598 $3.2M
Dynamic Advisor Solutions LLC 0.10% Add +2.3% 30,597 $3.2M
Baker Avenue Asset Management, LP 0.09% Reduce -9.9% 30,565 $3.2M
Zions Bancorporation, National Association 0.17% Add +326.9% 30,527 $3.2M
Bleakley Financial Group, LLC 0.08% Reduce -22.3% 30,350 $3.2M
Bryn Mawr Trust Advisors, LLC 0.17% Add +30.1% 30,029 $3.1M
Ieq Capital, LLC 0.02% Add +50.3% 29,859 $3.1M
Trinity Wealth Management, LLC 1.23% Reduce -48.9% 29,577 $3.1M
Partners Capital Investment Group, LLP 0.12% Reduce -68.1% 29,222 $3.1M
Dorsey & Whitney Trust CO LLC 0.16% Add +81.0% 29,168 $3.0M
SteelPeak Wealth, LLC 0.12% Reduce -5.2% 29,166 $3.0M
Symphony Financial, Ltd. Co. 0.40% Add +2.0% 28,019 $3.0M
Caldwell Trust Co 0.30% Add +1.4% 29,089 $3.0M
Wayfinding Financial, LLC 1.35% Add +16.4% 29,116 $3.0M
FFT Wealth Management LLC 0.59% Reduce -52.0% 28,951 $3.0M
Graver Capital Management, LLC 2.66% Add +3.2% 28,786 $3.0M
Parallel Advisors, LLC 0.06% Add +22.0% 28,774 $3.0M
Sincerus Advisory, LLC 2.82% Reduce -18.4% 28,924 $3.0M
Quantinno Capital Management LP 0.01% Reduce -3.2% 28,482 $3.0M
McNaughton Wealth Management, LLC 1.31% Add +35.0% 28,070 $2.9M
Crabel Capital Management, LLC 1.80% New 28,063 $2.9M
Cannon Financial Strategists, Inc. 0.46% Reduce -57.4% 27,877 $2.9M
Wealth Alliance, LLC 0.32% Add +35.0% 27,575 $2.9M
Level Four Advisory Services, LLC 0.11% Reduce -21.4% 27,405 $2.9M
Rosenberg Matthew Hamilton 0.66% Reduce -19.9% 27,331 $2.9M
Waller Financial Planning Group, Inc. 0.69% Add +2.2% 27,208 $2.8M
FSM Wealth Advisors, LLC 0.46% Reduce -63.5% 26,871 $2.8M
Windward Private Wealth Management Inc. 1.01% Add +72.3% 26,746 $2.8M
Strategies Wealth Advisors, LLC 0.30% Add +33.4% 26,514 $2.8M
IHT Wealth Management, LLC 0.08% Reduce -0.3% 26,501 $2.8M
Insight Wealth Partners, LLC 1.53% Add +1.3% 26,487 $2.8M
Americana Partners, LLC 0.10% Add +0.1% 26,424 $2.8M
Arcadia Wealth Management, LLC 1.20% Reduce -3.9% 26,243 $2.7M
BIP Wealth, LLC 0.17% Add +83.1% 26,235 $2.7M
Stephens Consulting, LLC 0.65% Reduce -64.5% 26,199 $2.7M
Voisard Asset Management Group, Inc. 0.70% Add +179.2% 26,168 $2.7M
Envision Financial Planning, LLC 1.27% New 25,932 $2.7M
Safir Wealth Advisors, LLC 1.99% Reduce -2.1% 25,924 $2.7M
Smart Money Group LLC 0.85% Add +904.9% 25,915 $2.7M
Smallwood Wealth Investment Management, LLC 1.54% Reduce -3.0% 25,845 $2.7M
Abound Wealth Management 0.76% Add +68.2% 25,810 $2.7M
ABLE Financial Group, LLC 0.64% Add +115.2% 25,489 $2.7M
Cornerstone Wealth Management, LLC 0.16% Reduce -0.3% 25,392 $2.7M
ORG Partners LLC 0.58% Reduce -0.2% 25,287 $2.7M
Aspire Private Capital, LLC 0.62% Add +0.5% 25,352 $2.6M
White Lighthouse Investment Management Inc. 0.43% No change 25,093 $2.6M
Physician Wealth Solutions Inc. 1.22% Reduce -32.9% 25,080 $2.6M
Ahl Investment Management, Inc. 1.75% New 25,036 $2.6M
Csenge Advisory Group 0.14% Reduce -15.3% 25,138 $2.6M
Investment Partners, LTD. 0.98% Add +1.8% 24,835 $2.6M
Venturi Wealth Management, LLC 0.13% No change 24,746 $2.6M
Stephenson & Company, Inc. 1.57% No change 24,707 $2.6M
IFP Advisors, Inc 0.07% Add +72.6% 24,707 $2.6M
Patten Group, Inc. 0.54% Add +3.3% 24,628 $2.6M
Avid Wealth Partners LLC 1.47% Reduce -40.7% 24,608 $2.6M
Snowden Capital Advisors LLC 0.08% Reduce -0.2% 24,569 $2.6M
Prosperity Consulting Group, LLC 0.19% Reduce -17.1% 24,456 $2.6M
SigFig Wealth Management, LLC 0.08% Reduce -8.6% 24,318 $2.5M
Hoge Financial Services, LLC 1.57% Reduce -0.6% 24,209 $2.5M
Cedar Point Capital Partners, LLC 1.78% Reduce -1.5% 24,187 $2.5M
Cary Street Partners Financial LLC 0.07% Add +137.7% 24,178 $2.5M
Joel Adams & Associates, Inc. 2.23% Reduce -20.3% 24,082 $2.5M
IFG Advisory, LLC 0.13% Add +19.9% 23,848 $2.5M
Power Wealth Management LLC 0.96% Reduce -2.4% 23,813 $2.5M
Detalus Advisors, LLC 0.72% Reduce -7.7% 23,769 $2.5M
Cypress Wealth Services, LLC 0.44% Add +58.8% 23,703 $2.5M
MCF Advisors LLC 0.16% Add +75.0% 23,701 $2.5M
Maia Wealth LLC 0.47% Add +6.6% 23,639 $2.5M
Compass Capital Corp. /Ma/ 1.16% Reduce -6.7% 23,441 $2.5M
Financial Strategies Group, Inc. 0.51% Add +21.8% 23,673 $2.5M
Elequin Capital, LP 0.78% Add +431.3% 23,425 $2.4M
Independent Advisor Alliance 0.07% Reduce -33.0% 23,403 $2.4M
Hengehold Capital Management LLC 0.22% Reduce -85.3% 23,394 $2.4M
Narus Financial Partners, LLC 0.76% Add +13.6% 23,317 $2.4M
First Foundation Advisors 0.09% Add +41.8% 23,242 $2.4M
Precision Wealth Strategies, LLC 0.78% New 23,099 $2.4M
Client First Capital LLC 1.13% No change 23,079 $2.4M
James Investment Research, Inc. 0.29% Reduce -0.3% 23,021 $2.4M
CVA Family Office, LLC 0.34% Add +62.2% 22,884 $2.4M
LPWM LLC 0.70% Reduce -55.5% 22,859 $2.4M
Journey Strategic Wealth LLC 0.08% Add +44.9% 22,769 $2.4M
Moss Adams Wealth Advisors LLC 0.22% Reduce -27.3% 22,749 $2.4M
U.S. Capital Wealth Advisors, LLC 0.07% Add +2.4% 22,409 $2.3M
JB Capital LLC 0.11% New 22,404 $2.3M
Nwam LLC 0.14% Add +84.2% 22,456 $2.3M
Fortis Capital Advisors, LLC 0.42% Add +17.9% 22,354 $2.3M
Legacy Capital Wealth Partners, LLC 0.53% Add +826.3% 22,147 $2.3M
Plum Street Advisors, LLC 1.02% Add +2.9% 22,104 $2.3M
Gen-Wealth Partners Inc 0.89% Add +15.4% 22,000 $2.3M
Alhambra Investment Management LLC 1.14% Add +3.0% 21,972 $2.3M
Sharkey, Howes & Javer 0.31% Add +10.6% 21,926 $2.3M
Signal Tree Financial Partners LLC 1.96% Reduce -31.6% 21,776 $2.3M
Jacobson & Schmitt Advisors, LLC 0.40% Reduce -2.9% 21,732 $2.3M
MAI Capital Management 0.02% Reduce -48.0% 21,574 $2.3M
Theory Financial LLC 0.85% Add +12.8% 21,691 $2.3M
Redwood Investment Management, LLC 0.24% Add +17.4% 21,543 $2.3M
Procyon Advisors, LLC 0.21% Reduce -2.8% 21,536 $2.3M
Flagship Harbor Advisors, LLC 0.11% Reduce -6.8% 21,514 $2.2M
Accurate Wealth Management, LLC 0.34% Reduce -4.5% 21,552 $2.2M
Francis Financial, Inc. 0.51% Add +30.6% 21,301 $2.2M
Apollon Financial, LLC 0.46% Reduce -29.6% 21,166 $2.2M
Retirement Wealth Solutions LLC 1.61% Add +0.6% 21,135 $2.2M
Sax Wealth Advisors, LLC 0.13% Add +38.8% 21,116 $2.2M
Howard Bailey Securities, LLC 0.68% Add +7.8% 21,114 $2.2M
Lowe Brockenbrough & Co. Inc. 0.12% Reduce -15.9% 21,112 $2.2M
MKD Wealth Coaches, LLC 2.32% Reduce -1.2% 21,087 $2.2M
Stokes Family Office, LLC 0.23% Add +3.7% 20,995 $2.2M
Per Stirling Capital Management, LLC. 0.29% No change 20,989 $2.2M
Aspen Wealth Management LLC 0.54% Reduce -3.0% 20,889 $2.2M
Jefferies Financial Group Inc. 0.04% Add +1.5% 20,814 $2.2M
SWS Partners 0.59% Add +0.3% 20,796 $2.2M
MY Wealth Management Inc. 2.07% New 20,670 $2.2M
Acima Private Wealth, LLC 0.73% Add +1.2% 20,593 $2.2M
Ethos Financial Group, LLC 0.19% Add +6.0% 20,571 $2.1M
Philadelphia Trust Co. 0.16% No change 20,554 $2.1M
IFG Advisors, LLC 0.36% Add +2.8% 20,540 $2.1M
AdvisorNet Financial, Inc 0.14% Reduce -2.7% 20,490 $2.1M
Blueprint Investment Partners LLC 0.38% New 20,486 $2.1M
Visionary Wealth Advisors 0.11% Reduce -1.6% 20,252 $2.1M
Money Concepts Capital Corp. 0.14% Add +0.1% 20,052 $2.1M
First International Bank & Trust 0.73% Reduce -26.9% 20,006 $2.1M
Stratos Wealth Advisors, LLC 0.11% Reduce -7.0% 19,967 $2.1M
Patton Albertson Miller Group, LLC 0.27% Reduce -30.6% 19,802 $2.1M
SOL Capital Management CO 0.20% Add +22.8% 19,740 $2.1M
GTS Securities LLC 0.09% Add +28.0% 19,529 $2.0M
Hohimer Wealth Management, LLC 0.36% Reduce -30.1% 19,474 $2.0M
Fifth Third Securities, Inc. 0.15% Add +4.6% 19,412 $2.0M
Professional Financial Advisors, LLC 0.47% Add +4.8% 19,333 $2.0M
Main Street Financial Solutions, LLC 0.15% Add +5.7% 19,303 $2.0M
Forefront Wealth Partners, LLC 1.37% Add +20.3% 18,711 $2.0M
Columbia Bank 0.60% Add +4.8% 19,044 $2.0M
Kwmg, LLC 0.18% Reduce -30.9% 18,758 $2.0M
Capstone Financial Advisors, Inc. 0.11% Reduce -3.2% 18,728 $2.0M
Flagstone Financial Management 0.56% Add +84.4% 18,608 $1.9M
Maridea Wealth Management LLC 0.50% Reduce -7.8% 18,344 $1.9M
Sage Financial Group Inc. 0.14% Add +443.8% 18,262 $1.9M
Private Trust Co. NA 0.18% Reduce -47.8% 18,171 $1.9M
Stephen J. Garry & Associates, LLC 1.64% Reduce -0.8% 18,120 $1.9M
PrairieView Partners, LLC 0.18% Add +49.4% 18,096 $1.9M
Canvas Wealth Advisors, LLC 0.37% Add +3.3% 18,187 $1.9M
Equita Financial Network, Inc. 0.75% Add +2.0% 18,013 $1.9M
TPG Advisors LLC 1.35% Add +3.1% 17,871 $1.9M
Rehmann Capital Advisory Group 0.11% Reduce -60.0% 17,828 $1.9M
Mutual Advisors, LLC 0.05% Reduce -15.6% 17,974 $1.9M
FLP Wealth Management, LLC 5.22% Add +18.7% 17,804 $1.9M
Hobart Private Capital, LLC 0.42% Add +66.1% 17,788 $1.9M
Croban 1.58% Add +5.7% 17,746 $1.9M
Kings Path Partners LLC 0.75% Add +3.6% 17,742 $1.9M
LifePlan Investment Advisors, Inc. 0.92% Add +6.3% 17,688 $1.8M
Grand Wealth Management, LLC 0.95% Reduce -12.9% 17,621 $1.8M
Grey Fox Wealth Advisors, LLC 0.44% Reduce -25.1% 17,556 $1.8M
Madison Wealth Partners, Inc 0.40% Reduce -20.8% 17,376 $1.8M
Guidance Capital, Inc. 0.52% Add +33.0% 17,433 $1.8M
Broadview Financial Management, LLC 1.23% New 17,318 $1.8M
FAS Wealth Partners, Inc. 0.13% Reduce -5.0% 17,317 $1.8M
Sterling Financial Planning, Inc. 0.60% Add +0.2% 17,278 $1.8M
Ballentine Partners, LLC 0.03% Add +46.0% 17,246 $1.8M
Lineweaver Wealth Advisors, LLC 0.28% Add +11.0% 17,144 $1.8M
SMART Wealth LLC 0.56% Add +6.5% 17,117 $1.8M
Regimen Wealth, LLC 0.55% Reduce -91.7% 17,087 $1.8M
Cornerstone Investment Partners, LLC 0.08% Reduce -9.2% 17,085 $1.8M
Cannon Advisors, Inc. 1.43% Add +1.3% 17,046 $1.8M
Keystone Wealth Services, LLC 0.43% Reduce -6.2% 16,995 $1.8M
Forte Asset Management LLC 0.90% Reduce -15.1% 16,928 $1.8M
Hamilton Wealth, LLC 0.39% Reduce -13.1% 16,904 $1.8M
Modern Wealth Management, LLC 0.04% Add +38.0% 16,812 $1.8M
Running Point Capital Advisors, LLC 0.48% Add +7.4% 16,766 $1.8M
Graves Light Lenhart Wealth, Inc. 0.21% Add +71.2% 16,654 $1.7M
Checchi Capital Advisers, LLC 0.12% Reduce -32.4% 16,601 $1.7M
Mill Creek Capital Advisors, LLC 0.04% Add +0.1% 16,496 $1.7M
Riversedge Advisors, LLC 0.34% Reduce -8.5% 16,488 $1.7M
Capital Investment Advisors, LLC 0.03% Reduce -0.0% 16,447 $1.7M
Cypress Capital Group 0.21% Add +9.8% 16,431 $1.7M
Harbour Investments, Inc. 0.04% Reduce -4.1% 16,393 $1.7M
Factor Wealth Management LTD 0.47% Reduce -41.9% 16,308 $1.7M
Accredited Investor Services, LLC 1.27% Add +5.3% 16,098 $1.7M
Breakwater Capital Group 0.27% Reduce -16.2% 16,098 $1.7M
Spinnaker Trust 0.10% No change 16,041 $1.7M
Juncture Wealth Strategies, LLC 0.59% Reduce -16.6% 16,026 $1.7M
Collective Family Office LLC 0.43% Add +80.8% 16,020 $1.7M
Connable Office Inc. 0.17% Add +208.7% 16,005 $1.7M
Bernardo Wealth Planning LLC 0.36% Reduce -6.3% 16,005 $1.7M
NDWM LLC 1.21% Add +196.2% 15,808 $1.7M
Smartleaf Asset Management LLC 0.14% Add +154.7% 15,758 $1.6M
Arkadios Wealth Advisors 0.05% Reduce -14.9% 15,685 $1.6M
Stock Yards Bank & Trust Co. 0.05% Reduce -19.4% 15,663 $1.6M
DORVAL Corp 0.58% Add +16.1% 15,498 $1.6M
Lansing Street Advisors 0.48% Reduce -40.2% 15,477 $1.6M
Brown Brothers Harriman & Co. 0.01% Reduce -19.6% 15,461 $1.6M
Beaumont Financial Advisors, LLC 0.12% Reduce -18.2% 15,383 $1.6M
United Bank 0.19% No change 15,259 $1.6M
Guardian Wealth Advisors, LLC / NC 0.11% Add +5.6% 15,229 $1.6M
Dean Investment Associates, LLC 0.23% No change 15,184 $1.6M
Independent Financial Group, LLC 0.04% Reduce -9.3% 15,110 $1.6M
White & Co Financial Planning Inc 1.26% Reduce -0.1% 15,128 $1.6M
Cambridge Capital Management, LLC 0.85% Reduce -23.9% 15,094 $1.6M
AlphaCore Capital LLC 0.06% Add +1077.9% 15,077 $1.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% Reduce -22.3% 15,044 $1.6M
Brady Martz Wealth Solutions, LLC 0.30% Reduce -39.5% 15,035 $1.6M
Motley Fool Wealth Management, LLC 0.09% Add +1.7% 14,980 $1.6M
Tassel Capital Management, Inc. 1.19% Reduce -52.5% 14,879 $1.6M
CV Advisors LLC 0.48% Reduce -66.8% 14,852 $1.6M
Triad Wealth Partners, LLC 0.31% Add +61.1% 14,842 $1.6M
Pinnacle Financial Partners Inc 0.03% Reduce -10.2% 14,839 $1.6M
Advisory Alpha, LLC 0.05% Reduce -0.1% 14,829 $1.5M
Cranbrook Wealth Management, LLC 0.33% New 14,819 $1.5M
J.W. Cole Advisors, Inc. 0.03% Add +24.2% 14,710 $1.5M
Sonata Capital Group Inc. 0.60% Add +2.5% 14,330 $1.5M
Oak Wealth Advisors LLC 0.96% Reduce -17.8% 14,311 $1.5M
Midwest Financial Group LLC 0.78% Add +77.4% 14,286 $1.5M
Claro Advisors Inc. 0.25% Add +0.5% 14,263 $1.5M
Wealthstar Advisors, LLC 0.56% Reduce -5.3% 14,245 $1.5M
Scissortail Wealth Management, LLC 0.36% Reduce -8.7% 14,210 $1.5M
Colton Groome Financial Advisors, LLC 0.50% Add +131.1% 14,190 $1.5M
First National Bank of Mount Dora, Trust Investment Services 0.33% Reduce -7.2% 14,126 $1.5M
City National Bank of Florida 1.07% Add +28.4% 14,104 $1.5M
Foronjy Financial LLC 0.68% — 13,959 $1.5M
United Community Bank 0.50% Reduce -12.2% 13,897 $1.5M
Pinney & Scofield, Inc. 0.98% No change 13,830 $1.4M
Meritage Portfolio Management 0.09% Reduce -3.6% 13,799 $1.4M
Gibbs Wealth Management 0.28% Add +101.5% 13,795 $1.4M
RiverFront Investment Group, LLC 0.03% Add +486.1% 13,778 $1.4M
Resolute Wealth Advisor, Inc. 0.82% — 13,510 $1.4M
United Advisor Group, LLC 0.25% Add +239.2% 13,712 $1.4M
Tenret Co LLC 0.78% Add +318.5% 13,671 $1.4M
AQR Capital Management 0.00% Add +2.9% 13,663 $1.4M
Founders Grove Wealth Partners, LLC 0.36% Reduce -33.4% 13,621 $1.4M
FC Advisory LLC 0.44% Reduce -27.7% 13,620 $1.4M
Rooted Wealth Advisors, Inc. 0.49% Add +0.4% 13,681 $1.4M
Florida Financial Advisors, LLC 0.34% Add +183.4% 13,506 $1.4M
Investment Planning Advisors, Inc. 0.50% Add +11.0% 13,483 $1.4M
Pinnacle Bancorp, Inc. 0.43% Add +21.5% 13,425 $1.4M
Texas Capital Bank Wealth Management Services Inc 0.13% New 13,400 $1.4M
Sage Financial Management Group, Inc. 0.48% Reduce -15.4% 13,343 $1.4M
Ausdal Financial Partners, Inc. 0.09% Reduce -13.0% 13,165 $1.4M
Myecfo, LLC 0.67% Reduce -10.7% 13,203 $1.4M
Oppenheimer & Co. Inc. 0.02% Add +7.2% 13,105 $1.4M
Pinnacle Associates Ltd. 0.02% Add +15.1% 13,061 $1.4M
Eagle Strategies LLC 0.21% New 13,044 $1.4M
ProVise Management Group, LLC 0.11% Reduce -3.2% 12,925 $1.4M
Liberty Capital Management, Inc. 0.27% Reduce -23.7% 12,913 $1.3M
Marshall Financial Group Inc. 0.40% Reduce -0.2% 12,910 $1.3M
Petra Financial Advisors Inc. 0.84% Reduce -2.5% 12,704 $1.3M
Journey Beyond Wealth, LLC 1.12% No change 12,680 $1.3M
First National Bank Sioux Falls 0.48% No change 12,551 $1.3M
Garden State Investment Advisory Services LLC 0.35% Reduce -39.6% 12,469 $1.3M
Capasso Planning Partners LLC 0.74% Reduce -20.4% 12,472 $1.3M
D.A. Davidson & Co. 0.01% Reduce -23.8% 12,402 $1.3M
L2 Asset Management, LLC 0.21% New 12,400 $1.3M
Arrow Financial Corp 0.14% No change 12,378 $1.3M
Andina Capital Management, LLC 0.90% Reduce -13.0% 12,331 $1.3M
Ewa, LLC 0.41% Add +213.1% 12,318 $1.3M
Cooksen Wealth, LLC 1.03% Add +9.9% 12,282 $1.3M
Elmwood Wealth Management, Inc. 0.51% No change 12,270 $1.3M
Heartwood Wealth Advisors LLC 0.13% Reduce -11.9% 12,257 $1.3M
Consilio Wealth Advisors, LLC 0.45% Reduce -18.2% 12,219 $1.3M
Meridian Wealth Management, LLC 0.05% Reduce -16.2% 12,183 $1.3M
Shared Vision Wealth Group LLC 0.64% Add +49.6% 12,249 $1.3M
Tortoise Investment Management, LLC 0.12% Reduce -12.4% 12,124 $1.3M
Kingswood Wealth Advisors, LLC 0.10% Add +36.5% 12,092 $1.3M
VestGen Advisors, LLC 0.05% Add +38.6% 12,101 $1.3M
Private Wealth Asset Management, LLC 0.17% Add +18.7% 12,038 $1.3M
Blake Schutter Theil Wealth Advisors, LLC 1.42% Add +2.6% 11,976 $1.3M
Brucke Financial, Inc. 0.87% Add +7.5% 11,940 $1.2M
TCV Trust & Wealth Management, Inc. 0.11% Add +13.0% 11,919 $1.2M
Apexium Financial, LP 0.07% Add +9.0% 11,910 $1.2M
Gray Private Wealth, LLC 0.67% Add +20.6% 11,884 $1.2M
Koshinski Asset Management, Inc. 0.09% Add +6.8% 11,812 $1.2M
Hurlow Wealth Management Group, Inc. 0.35% No change 11,788 $1.2M
Birch Financial Group, LLC 0.98% Add +39.6% 11,782 $1.2M
Archford Capital Strategies, LLC 0.16% Reduce -3.5% 11,710 $1.2M
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -1.7% 11,706 $1.2M
KMG Fiduciary Partners, LLC 0.09% Add +0.5% 11,693 $1.2M
Aegis Wealth Management LLC 0.73% No change 11,575 $1.2M
Haven Private, LLC 0.54% Reduce -1.0% 11,650 $1.2M
RCS Financial Planning, LLC 0.60% Reduce -71.8% 11,614 $1.2M
Millennium Management 0.00% Reduce -34.8% 11,609 $1.2M
Western Wealth Management, LLC 0.07% Reduce -8.7% 11,605 $1.2M
W.H. Cornerstone Investments Inc. 0.76% Add +0.2% 11,519 $1.2M
Jacobi Capital Management LLC 0.08% Reduce -23.6% 11,510 $1.2M
PUREfi Wealth, LLC 0.96% New 11,450 $1.2M
Etesian Wealth Advisors, Inc. 0.44% Reduce -21.5% 11,414 $1.2M
Synergy Investment Management, LLC 0.72% Reduce -45.8% 11,384 $1.2M
Inscription Capital, LLC 0.17% Add +7.3% 11,298 $1.2M
StoneX Group Inc. 0.06% Add +82.7% 11,289 $1.2M
Godshalk Welsh Capital Management, Inc. 0.73% No change 11,275 $1.2M
McKinley Carter Wealth Services, Inc. 0.07% Reduce -54.0% 11,268 $1.2M
Keystone Financial Services 0.40% Reduce -0.1% 11,264 $1.2M
Compass Financial Group, Inc. 0.59% Add +2.0% 11,212 $1.2M
Retirement Capital Strategies 0.46% Reduce -11.8% 11,165 $1.2M
Yardley Wealth Management LLC 0.64% Reduce -4.5% 11,157 $1.2M
B.O.S.S. Retirement Advisors, LLC 0.29% Reduce -4.8% 11,033 $1.2M
Steel Grove Capital Advisors, LLC 0.14% Reduce -3.9% 11,009 $1.2M
Willis Johnson & Associates, Inc. 0.08% Add +173.9% 11,001 $1.1M
Oarsman Capital, Inc. 0.18% No change 11,001 $1.1M
Lodestar Private Asset Management LLC 0.13% Reduce -17.4% 10,925 $1.1M
Everhart Financial Group, Inc. 0.13% Reduce -24.9% 10,905 $1.1M
Vertex Planning Partners, LLC 0.24% Add +7.7% 10,821 $1.1M
Breakwater Investment Management 0.44% Reduce -9.6% 10,807 $1.1M
Note Advisors, LLC 0.78% Reduce -10.1% 10,737 $1.1M
Financial Partners Group, Inc 0.15% Reduce -23.6% 10,709 $1.1M
North Forty Two & Co. 1.19% No change 10,681 $1.1M
Truepoint, Inc. 0.03% New 10,622 $1.1M
XY Planning Network, Inc. 0.38% New 10,570 $1.1M
Private Client Services, LLC 0.43% Add +21.4% 10,564 $1.1M
Crumly & Associates Inc. 0.27% Reduce -40.3% 10,560 $1.1M
Howard Capital Management, LLC 0.02% Add +16.0% 10,553 $1.1M
Annex Advisory Services, LLC 0.03% Add +60.3% 10,508 $1.1M
Laurel Wealth Advisors LLC 0.16% Add +7.4% 10,464 $1.1M
TFB Advisors LLC 0.28% Reduce -11.1% 10,382 $1.1M
Brookwood Investment Group LLC 0.17% Add +11.2% 10,365 $1.1M
XTX Topco Ltd 0.04% New 10,318 $1.1M
SIMA Wealth Partners, LLC 0.86% Add +11.1% 10,200 $1.1M
Balance Wealth Partners LLC 0.62% Reduce -32.7% 10,182 $1.1M
Redhawk Wealth Advisors, Inc. 0.13% Add +7.3% 10,088 $1.1M
Cyndeo Wealth Partners, LLC 0.06% New 10,076 $1.1M
Whitegate Investment Counselors, Inc. 0.36% Reduce -69.8% 10,060 $1.1M
Eagle Global Advisors LLC 0.04% Reduce -19.9% 10,035 $1.0M
Carl P. Sherr & Co., LLC 0.53% Reduce -8.5% 10,031 $1.0M
LongView Wealth Management 0.32% Reduce -14.7% 10,022 $1.0M
Hunter Associates Investment Management LLC 0.15% No change 10,000 $1.0M
Carr Financial Group Corp 0.31% New 10,000 $1.0M
Davis Wealth Advisors, LLC 1.11% Add +1.9% 9,982 $1.0M
Deroy & Devereaux Private Investment Counsel Inc. 0.06% New 9,960 $1.0M
Midwestern Financial, LLC 0.97% — 9,953 $1.0M
Webster Bank, N. A. 0.11% No change 9,952 $1.0M
Verdence Capital Advisors LLC 0.07% Add +0.7% 9,933 $1.0M
Flagship Private Wealth, LLC 0.44% Reduce -16.4% 9,923 $1.0M
Stonebridge Capital Advisors LLC 0.08% Reduce -1.5% 9,868 $1.0M
HMS Capital Management, LLC 0.46% Add +5.5% 9,867 $1.0M
LJI Wealth Management, LLC 0.18% Reduce -43.4% 9,848 $1.0M
Veracity Capital LLC 0.36% Add +83.9% 9,798 $1.0M
C M Bidwell & Associates Ltd. 0.53% No change 9,796 $1.0M
Ibex Wealth Advisors 0.11% Reduce -5.0% 9,760 $1.0M
Rogco, LP 0.38% Add +11.9% 9,727 $1.0M
Larson Financial Group LLC 0.04% Add +14.6% 9,715 $1.0M
Keeler & Nadler Financial Planning & Wealth Management 0.40% Add +33.9% 9,668 $1.0M
Family Capital Management, Inc. 0.53% Add +3.5% 9,654 $1.0M
Cahill Financial Advisors Inc. 0.12% Reduce -13.5% 9,598 $1.0M
Physician Wealth Advisors, Inc. 0.16% Add +32.5% 9,580 $1.0M
Qube Research & Technologies Ltd 0.00% Add +0.9% 9,579 $1.0M
Neuberger Berman Group LLC 0.00% Add +20.5% 9,547 $997K
Bowman & Co S.C. 0.45% Reduce -57.0% 9,545 $997K
DAVENPORT & Co LLC 0.01% Reduce -2.1% 9,516 $994K
MainStreet Investment Advisors LLC 0.14% Add +1.8% 9,483 $991K
ForthRight Wealth Management, LLC 0.31% Reduce -35.9% 9,442 $987K
Bristlecone Advisors, LLC 0.08% Reduce -21.1% 9,431 $985K
Bangor Savings Bank 0.09% No change 9,374 $979K
Greenup Street Wealth Management LLC 0.17% Reduce -22.6% 9,366 $979K
Sepio Capital, LP 0.07% Reduce -16.8% 9,356 $978K
Wakefield Asset Management LLLP 0.27% Add +3.7% 9,351 $977K
Code Waechter LLC 0.69% Reduce -23.1% 9,324 $974K
Romano Brothers and Company 0.12% Add +0.2% 9,266 $968K
Everest Private Wealth 0.69% New 9,245 $966K
Heritage Investment Group, Inc. 0.17% New 9,218 $963K
Wilmington Savings Fund Society, FSB 0.02% Add +39.0% 9,204 $962K
Diversify Advisory Services, LLC 0.04% Reduce -25.7% 9,232 $962K
Twele Capital Management, Inc. 0.19% Add +5.7% 9,193 $961K
HBK Sorce Advisory LLC 0.03% Add +16.9% 9,193 $960K
Capital Advisors, Ltd. LLC 0.12% Reduce -2.7% 9,156 $957K
Bordeaux Wealth Advisors LLC 0.12% Reduce -3.6% 9,127 $954K
Continuum Wealth Advisors, LLC 0.45% New 9,048 $945K
Bond & Devick Financial Network, Inc. 0.31% Reduce -26.7% 9,033 $944K
Nilsine Partners, LLC 0.09% Reduce -0.4% 8,967 $937K
Investor's Fiduciary Advisor Network, LLC 0.35% Reduce -9.4% 8,905 $930K
Advisor OS, LLC 0.09% Reduce -1.4% 8,891 $929K
Roundview Capital LLC 0.06% Reduce -1.4% 8,876 $927K
Sowell Financial Services LLC 0.04% Reduce -10.2% 8,845 $924K
Summit Wealth Group LLC / Co. 0.23% — 8,834 $923K
Stone Summit Wealth LLC 0.29% Reduce -24.5% 8,816 $921K
Strategic Investment Advisors / MI 0.09% Reduce -5.1% 8,812 $921K
Wealth Advisors of Iowa, LLC 0.34% Reduce -7.3% 8,793 $919K
Elios Financial Group Inc. 0.42% Reduce -1.1% 8,784 $918K
Cyr Financial Inc. 0.71% Add +1.1% 8,753 $915K
W Advisors, LLC 0.52% Reduce -2.0% 8,654 $904K
Wingate Wealth Advisors, Inc. 0.80% Reduce -1.9% 8,572 $896K
Trivium Point Advisory, LLC 0.10% Reduce -7.9% 8,546 $893K
Sheets Smith Wealth Management 0.10% Reduce -5.5% 8,537 $892K
Compass Wealth Management, LLC 0.48% — 8,508 $889K
Ehrlich Financial Group 0.57% Reduce -2.9% 8,477 $886K
DecisionMap Wealth Management, LLC 0.60% Reduce -0.2% 8,390 $877K
4J Wealth Management LLC 0.59% Reduce -6.0% 8,337 $871K
Tsfg, LLC 0.16% Reduce -25.2% 8,329 $870K
Exchange Capital Management, Inc. 0.13% Reduce -0.8% 8,324 $870K
Spectrum Investment Advisors, Inc. 0.50% Add +0.5% 8,304 $868K
Paladin Wealth, LLC 0.67% Add +163.7% 8,287 $866K
Westshore Wealth, LLC 0.33% Add +68.2% 8,278 $865K
Laird Norton Wetherby Wealth Management, LLC 0.04% — 8,262 $863K
Afg Fiduciary Services Limited Partnership 0.55% Add +2.1% 8,241 $859K
L.K. Benson & Company, P.C. 0.53% No change 8,200 $857K
Wealthcare Capital Partners, LLC 0.43% Reduce -14.9% 8,195 $856K
Certified Advisory Corp 0.09% Reduce -4.0% 8,146 $851K
Glenview Trust Co 0.01% Reduce -13.3% 8,145 $851K
CoreCap Advisors, LLC 0.03% Reduce -0.4% 8,085 $845K
EverSource Wealth Advisors, LLC 0.04% Reduce -38.7% 8,011 $837K
Cypress Financial Planning LLC 0.27% Add +10.3% 8,010 $837K
Greykasell Wealth Strategies, Inc. 0.40% Reduce -5.9% 8,008 $837K
Fidelity D & D Bancorp Inc. 0.51% Reduce -52.9% 8,000 $836K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -32.8% 7,985 $834K
Keel Point, LLC 0.05% Reduce -5.8% 7,926 $828K
PFG Investments, LLC 0.05% Add +7.0% 7,919 $827K
Chatham Capital Group, Inc. 0.13% No change 7,910 $826K
Members Trust Co 0.03% No change 7,900 $825K
JNBA Financial Advisors 0.08% Reduce -31.4% 7,889 $824K
SeaBridge Investment Advisors LLC 0.15% Reduce -29.2% 7,880 $823K
Values Added Financial LLC 0.40% Add +24.1% 7,880 $823K
Berkshire Asset Management LLC 0.04% No change 7,872 $822K
Lion Street Advisors, LLC 0.25% Add +7.3% 7,872 $822K
Wealth Alliance Advisory Group, LLC 0.16% Add +8.0% 7,823 $817K
Crews Bank & Trust 0.13% No change 7,800 $815K
Smith Anglin Financial, LLC 0.07% Add +0.4% 7,797 $815K
Curi Capital, LLC 0.02% Add +69.9% 7,797 $815K
Elevation Point Wealth Partners, LLC 0.06% Add +13.2% 7,789 $814K
LifeGoal Investments, LLC 0.77% Reduce -7.5% 7,772 $812K
Armstrong Advisory Group, Inc. 0.06% Add +0.6% 7,653 $800K
Spire Wealth Management 0.03% Reduce -12.7% 7,626 $797K
Sound View Wealth Advisors Group, LLC 0.06% Reduce -0.4% 7,622 $796K
Global Wealth Management Investment Advisory, Inc. 0.15% Reduce -27.3% 7,614 $796K
Duncker Streett & Co. Inc. 0.14% Reduce -13.6% 7,595 $794K
Transcend Capital Advisors, LLC 0.06% Add +96.1% 7,555 $789K
PBMares Wealth Management LLC 0.14% Add +0.3% 7,473 $781K
Accredited Investors Inc. 0.05% Reduce -2.6% 7,471 $781K
Freedom Investment Management, Inc. 0.06% Reduce -2.8% 7,434 $777K
Old National Bancorp 0.01% Reduce -9.2% 7,413 $775K
LeConte Wealth Management, LLC 0.52% Add +153.3% 7,408 $774K
Advocacy Wealth Management, LLC 0.05% No change 7,397 $773K
Syntegra Private Wealth Group, LLC 0.08% Reduce -2.0% 7,367 $770K
Edgemoor Investment Advisors, Inc. 0.07% Reduce -25.4% 7,363 $769K
James J. Burns & Company, LLC 0.13% Reduce -64.8% 7,352 $768K
Camarda Financial Advisors, LLC 0.30% Add +10.8% 7,331 $766K
Shotwell Rutter Baer Inc 0.52% Reduce -0.5% 7,326 $764K
First Trust Advisors LP 0.00% Reduce -3.1% 7,272 $760K
Affiance Financial, LLC 0.15% Add +7.2% 7,259 $758K
FF Advisors,LLC 0.39% Reduce -0.9% 7,234 $756K
Independence Bank of Kentucky 0.11% Add +7.4% 7,231 $755K
Two West Capital Advisors LLC 0.49% Add +79.3% 7,288 $755K
Peregrine Asset Advisers, Inc. 0.24% Reduce -0.3% 7,225 $755K
Eley Financial Management, Inc 0.29% No change 7,221 $754K
Investments & Financial Planning, LLC 0.43% Reduce -1.6% 7,197 $752K
GeoWealth Management, LLC 0.03% Reduce -20.8% 7,178 $750K
Donaldson Capital Management, LLC 0.03% No change 7,136 $746K
Pathway Financial Advisors LLC 0.11% Add +57.1% 7,132 $745K
Envision Financial LLC 0.50% Add +26.0% 7,126 $745K
Ballentine Capital Advisors, Inc 0.35% No change 7,123 $744K
Sigma Investment Counselors Inc. 0.04% Reduce -2.0% 7,115 $743K
Wealthspire Retirement, LLC 0.05% Add +88.5% 7,096 $741K
Whittier Trust Co. 0.01% No change 7,080 $740K
Gould Asset Management LLC 0.14% Reduce -18.4% 7,070 $739K
Stevens Capital Partners 0.26% New 7,069 $735K
Altiora Financial Group, LLC 0.14% Add +5.2% 7,028 $734K
Summit Financial Wealth Advisors, LLC 0.13% No change 6,982 $729K
Catalyst Private Wealth, LLC 0.32% New 6,958 $727K
Richmond Investment Services, LLC 0.15% New 6,941 $725K
TCP Asset Management, LLC 0.14% Reduce -1.5% 6,929 $724K
Lanark Financial, Inc. 0.06% Add +11.2% 6,909 $721K
Flaharty Asset Management, LLC 0.10% No change 6,877 $719K
Quadrature Capital Ltd 0.01% New 6,875 $718K
Rockbridge Investment Management, LCC 0.08% No change 6,874 $718K
Planning Alternatives Ltd. 0.10% New 6,873 $718K
Kagan Cocozza Asset Management 0.55% Add +1.6% 6,862 $717K
Nations Financial Group Inc, /Ia/ 0.05% Add +4.6% 6,860 $717K
49 Wealth Management, LLC 0.08% Add +101.7% 6,859 $717K
New Insight Wealth Advisors 0.29% Add +255.0% 6,855 $716K
Country Club Bank 0.04% Reduce -8.0% 6,860 $716K
Valtrion Capital Management, LLC 0.86% Add +0.3% 6,848 $715K
1ST Source Bank 0.04% Add +13.9% 6,846 $715K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +23.2% 6,844 $715K
Keyvantage Wealth, LLC 0.32% Reduce -26.2% 6,844 $715K
Brasada Capital Management, LP 0.12% Reduce -3.8% 6,849 $714K
Kelly Financial Services LLC 0.21% Add +166.7% 6,824 $713K
NTV Asset Management LLC 0.09% No change 6,816 $712K
Paragon Capital Management Ltd 0.13% Add +96.4% 6,787 $709K
Financial Sense Advisors, Inc. 0.17% Reduce -3.0% 6,746 $705K
Magnus Financial Group LLC 0.06% Reduce -29.8% 6,699 $700K
SeaCrest Wealth Management, LLC 0.08% Reduce -2.6% 6,674 $697K
Paulson Wealth Management Inc. 0.18% Reduce -74.8% 6,651 $695K
MorganRosel Wealth Management, LLC 0.19% Reduce -26.3% 6,644 $694K
Argonautica Private Wealth Management, Inc. 0.22% Reduce -16.4% 6,582 $688K
NBT Bank, N.A. 0.05% Add +20.8% 6,530 $682K
Cornerstone Financial Group, LLC 0.58% Add +0.2% 6,527 $682K
Smith, Moore & Co. 0.06% Add +0.5% 6,499 $679K
Discipline Wealth Solutions, LLC 0.26% Add +73.9% 6,423 $671K
Graybill Wealth Management, LTD. 0.22% No change 6,357 $664K
Spinnaker Investment Group, LLC 0.15% Add +25.5% 6,309 $659K
Cherry Tree Wealth Management, LLC 0.15% Reduce -31.9% 6,308 $659K
Arrien Investments, Inc. 0.41% Reduce -25.4% 6,283 $656K
Aspen Wealth Strategies, LLC 0.39% Reduce -13.4% 6,249 $653K
Wealth Management Nebraska 0.09% Reduce -4.0% 6,215 $648K
UMB Bank, n.a. 0.01% Add +309.0% 6,184 $646K
Hiley Hunt Wealth Management 0.32% Reduce -0.1% 6,165 $643K
Columbia River Financial Group, LLC 0.41% Reduce -5.5% 6,159 $641K
Hilltop Holdings Inc. 0.04% Reduce -25.6% 6,121 $639K
Smith Thornton Advisors LLC 0.37% Reduce -6.5% 6,095 $637K
Heritage Family Offices, LLP 0.32% No change 6,029 $634K
First Hawaiian Bank 0.09% No change 6,060 $633K
Alta Wealth Advisors LLC 0.30% Add +0.1% 6,038 $631K
Synergy Asset Management, LLC 0.07% New 6,036 $631K
Weaver Capital Management LLC 0.16% Add +7.0% 6,028 $630K
Nicolet Bankshares Inc. 0.11% Add +2.9% 6,028 $630K
CFO4Life Group, LLC 0.10% No change 5,912 $618K
Rialto Wealth Management, LLC 0.17% Add +2.9% 5,883 $615K
RAM Investment Partners, LLC 0.13% Reduce -0.0% 5,850 $611K
Invst, LLC 0.08% Add +19.6% 5,846 $611K
Continuum Advisory, LLC 0.07% Reduce -21.8% 5,840 $610K
Elevate Wealth Advisory, Inc. 0.43% Add +0.4% 5,817 $608K
Jim Saulnier & Associates, LLC 0.41% Add +1.0% 5,795 $605K
BlueStem Wealth Partners, LLC 0.07% Add +26.0% 5,791 $605K
Certus Wealth Management, LLC 0.39% Reduce -40.8% 5,785 $604K
1900 Wealth Management LLC 0.05% Reduce -5.7% 5,763 $602K
Badgley Phelps Wealth Managers, LLC 0.01% Add +42.6% 5,759 $602K
Falcon Wealth Planning 0.06% Add +92.0% 5,717 $597K
Haverford Trust Co 0.01% Add +3.4% 5,700 $596K
Ascentis Wealth Management, LLC 0.16% Reduce -54.4% 5,696 $594K
Moneta Group Investment Advisors LLC 0.01% Add +36.7% 5,645 $590K
TSA Wealth Managment LLC 0.22% Reduce -28.4% 5,635 $589K
Soltis Investment Advisors LLC 0.05% Reduce -10.5% 5,588 $584K
West Financial Advisors, LLC 0.10% Reduce -17.9% 5,582 $583K
Clarion Wealth Managment Partners, LLC 0.64% — 5,570 $582K
Little House Capital LLC 0.15% Add +2.1% 5,564 $581K
Crux Wealth Advisors 0.25% Add +30.6% 5,557 $581K
Sutton Place Investors LLC 0.35% Add +40.2% 5,529 $578K
Strategic Family Wealth Counselors, L.L.C. 0.16% Add +0.0% 5,526 $577K
Uptown Financial Advisors LLC 0.54% No change 5,518 $577K
Calamos Wealth Management LLC 0.02% Reduce -46.4% 5,459 $570K
Net Worth Advisory Group 0.13% Add +64.6% 5,448 $569K
Cadent Capital Advisors, LLC 0.19% Add +0.8% 5,448 $569K
Tull Financial Group, Inc. 0.26% New 5,446 $569K
BankPlus Wealth Management LLC 0.38% Add +1.9% 5,443 $569K
SouthState Bank Corp 0.02% Add +134.5% 5,429 $567K
Signal Advisors Wealth, LLC 0.04% Reduce -20.7% 5,408 $565K
Wiser Wealth Management, Inc 0.14% New 5,407 $565K
High Net Worth Advisory Group LLC 0.15% Reduce -28.7% 5,402 $564K
Townsquare Capital LLC 0.05% Reduce -97.9% 5,375 $562K
Pallas Capital Advisors LLC 0.02% Reduce -28.3% 5,351 $559K
Seascape Capital Management 0.18% Reduce -72.9% 5,335 $557K
Beacon Financial Group 0.06% Add +7.0% 5,297 $553K
Rock Point Advisors, LLC 0.16% No change 5,275 $551K
KFA Private Wealth Group, LLC 0.17% Reduce -6.9% 5,209 $544K
Lee Financial Co 0.08% Reduce -9.2% 5,207 $544K
Tradition Wealth Management, LLC 0.04% Reduce -1.8% 5,201 $543K
Ballast Advisors LLC 0.16% No change 5,167 $540K
Conscious Wealth Investments, LLC 0.34% Reduce -1.3% 5,197 $540K
Atlas Brown,Inc. 0.17% Reduce -1.7% 5,152 $538K
Allen Capital Group, LLC 0.06% Reduce -30.8% 5,148 $538K
Evolution Wealth Advisors, LLC 0.08% No change 5,143 $537K
Vantage Financial Partners, LLC 0.12% Reduce -4.7% 5,137 $537K
LexAurum Advisors, LLC 0.09% Add +94.8% 5,128 $536K
Grandfield & Dodd, LLC 0.03% No change 5,115 $534K
Copperleaf Capital, LLC 0.27% Reduce -4.0% 5,086 $531K
GEM Asset Management, LLC 0.27% Reduce -26.8% 5,095 $531K
Instrumental Wealth, LLC 0.42% Add +0.2% 5,122 $531K
Capstone Capital LLC 0.38% Reduce -4.3% 5,054 $528K
Winthrop Advisory Group LLC 0.05% Add +4.4% 5,040 $527K
Obermeyer Wealth Partners 0.03% Add +111.7% 5,024 $525K
Hummer Financial Advisory Services Inc 0.39% No change 5,000 $522K
Davidson Trust Co. 0.24% No change 5,000 $522K
Centennial Bank 0.22% No change 5,000 $522K
Monetary Management Group Inc. 0.13% No change 5,000 $522K
Sandbox Financial Partners, LLC 0.16% Add +3.3% 4,998 $522K
Aries Wealth Management 0.14% No change 4,980 $520K
AIFG Consultants Ltd. 1.01% Reduce -21.8% 4,973 $520K
ARS Wealth Advisors Group, LLC 0.06% No change 4,960 $518K
OLIO Financial Planning 0.16% Reduce -0.3% 4,958 $518K
Willow Creek Wealth Management Inc. 0.05% Add +0.8% 4,954 $518K
Harbour Investment Management LLC 0.22% No change 4,950 $517K
Financial Freedom, LLC 0.28% Reduce -16.4% 4,928 $515K
Tritonpoint Wealth, LLC 0.05% Reduce -8.3% 4,919 $514K
Hills Bank & Trust Co 0.03% No change 4,911 $513K
Titleist Asset Management, LLC 0.05% Reduce -0.3% 4,897 $512K
Bison Wealth, LLC 0.04% Add +5.2% 4,914 $511K
Ellis Investment Partners, LLC 0.10% Add +0.8% 4,880 $510K
MSH Capital Advisors LLC 0.15% Add +39.0% 4,873 $509K
Oakworth Capital, Inc. 0.03% New 4,872 $509K
Swmg, LLC 0.17% Add +16.5% 4,908 $509K
Boyd Wealth Management, LLC 0.22% Add +1.6% 4,842 $506K
Atlantic Union Bankshares Corp 0.01% Add +4.4% 4,837 $505K
Bigelow Investment Advisors, LLC 0.22% Reduce -10.7% 4,792 $501K
KM Capital Management Ltd. 0.25% New 4,763 $498K
Goodman Advisory Group, LLC 0.17% Reduce -82.3% 4,756 $497K
Centurion Wealth Management LLC 0.14% Add +7.7% 4,735 $495K
Lakeshore Capital Group, Inc. 0.44% Add +2.6% 4,718 $493K
American Financial Advisors, LLC 0.07% Reduce -1.7% 4,714 $493K
Diligent Investors, LLC 0.12% Add +0.2% 4,700 $491K
Asset Allocation Strategies LLC 0.11% Reduce -0.3% 4,692 $490K
Schmidt P J Investment Management Inc. 0.08% Reduce -48.6% 4,691 $490K
Philip James Wealth Mangement, LLC 0.06% Reduce -16.9% 4,690 $490K
Blue Chip Partners, LLC 0.04% Reduce -98.2% 4,672 $488K
Forum Private Client Group LLC 0.19% Add +11.9% 4,660 $487K
Pitcairn Co. 0.03% No change 4,645 $485K
Maple Capital Management, Inc. 0.03% Reduce -1.7% 4,617 $482K
FSA Advisors, Inc. 0.39% Add +6.9% 4,604 $481K
Vanguard Group Inc. 0.00% Reduce -8.2% 4,591 $480K
Becker Capital Management Inc. 0.01% Reduce -87.0% 4,589 $479K
Signature Estate & Investment Advisors LLC 0.01% Reduce -24.1% 4,589 $479K
Heritage Financial Services, LLC 0.05% Reduce -0.7% 4,567 $477K
BridgePort Financial Solutions, LLC 0.16% No change 4,566 $477K
ArborFi Advisors, LLC 0.42% Add +21.5% 4,539 $474K
Farmers Trust Co. 0.09% No change 4,532 $474K
XML Financial, LLC 0.04% Add +3.8% 4,517 $472K
Waypoint Wealth Partners Inc. 0.11% No change 4,506 $471K
Victory Financial Group, LLC 0.07% New 4,503 $470K
Farmers National Bank 0.12% Reduce -2.4% 4,498 $470K
Nvwm, LLC 0.11% Reduce -1.0% 4,491 $469K
OneAscent Financial Services LLC 0.03% Reduce -40.8% 4,487 $469K
Operose Advisors LLC 0.13% Reduce -46.8% 4,487 $469K
Bar Harbor Wealth Management 0.03% New 4,469 $467K
Gateway Wealth Partners, LLC 0.09% Reduce -2.7% 4,457 $466K
Baron Financial Group, LLC 0.27% Reduce -0.9% 4,455 $465K
WPG Advisers, LLC 0.39% Reduce -21.6% 4,417 $461K
Rye Brook Capital LLC 0.48% New 4,400 $460K
Integrated Investment Consultants, LLC 0.09% Add +5.3% 4,380 $458K
Able Wealth Management LLC 0.23% Add +24.6% 4,370 $457K
Dividend Assets Capital, LLC 0.08% Add +2.3% 4,362 $456K
Wealthgarden F.S. LLC 0.38% Add +27.0% 4,380 $455K
Cannon Wealth Management Services, LLC 0.37% Add +1.5% 4,321 $451K
Stablepoint Partners, LLC 0.08% Reduce -3.6% 4,318 $451K
Atlas Legacy Advisors, LLC 0.10% Add +16.1% 4,316 $451K
FOCUS Wealth Advisors, LLC 0.23% No change 4,313 $451K
HM Payson & Co. 0.01% No change 4,312 $451K
EPG Wealth Management LLC 0.13% No change 4,300 $449K
Evercore Wealth Management, LLC 0.01% No change 4,297 $449K
Parkside Financial Bank & Trust 0.05% Reduce -46.5% 4,259 $445K
HB Wealth Management, LLC 0.00% Reduce -11.5% 4,219 $441K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -37.0% 4,190 $438K
IFC Advisors LLC 0.08% Reduce -36.1% 4,164 $435K
Columbia Advisory Partners LLC 0.33% New 4,161 $435K
Canandaigua National Trust Co of Florida 0.31% Reduce -1.2% 4,149 $433K
Iowa State Bank 0.09% Reduce -2.8% 4,126 $431K
Chesapeake Wealth Management 0.14% Reduce -7.8% 4,125 $431K
Wise Wealth Partners 0.72% Add +3.2% 4,121 $431K
Noesis Capital Mangement Corp. 0.07% Add +8.6% 4,113 $430K
Argent Trust Co 0.02% Reduce -29.4% 4,087 $427K
Firethorn Wealth Partners, LLC 0.18% Reduce -20.2% 4,060 $424K
NCM Capital Management, LLC 0.17% Add +0.0% 4,059 $424K
Acorn Wealth Advisors, LLC 0.16% New 4,035 $422K
Hilltop National Bank 0.11% — 4,028 $421K
First Affirmative Financial Network 0.22% Reduce -14.7% 4,019 $420K
Busey Bank 0.01% Add +7.7% 4,011 $419K
Mgo One Seven LLC 0.01% Reduce -32.5% 3,982 $416K
Covenant Asset Management, LLC 0.09% No change 3,974 $415K
Valley Financial Group, Inc. 0.25% Add +1.5% 3,972 $415K
Provenance Wealth Advisors, LLC 0.06% Add +0.4% 3,965 $414K
Ami Investment Management Inc. 0.11% Reduce -39.2% 3,947 $412K
Wescott Financial Advisory Group, LLC 0.04% Reduce -29.9% 3,945 $412K
Ocean Park Asset Management, LLC 0.01% No change 3,875 $409K
Colonial Trust Co / SC 0.06% Add +20.4% 3,902 $408K
Vaughan Nelson Investment Management, L.P. 0.00% Reduce -0.4% 3,900 $407K
PAX Financial Group, LLC 0.08% Reduce -3.8% 3,869 $404K
Horan Securities, Inc. 0.14% Reduce -70.7% 3,860 $403K
Gladstone Institutional Advisory LLC 0.02% Add +6.7% 3,846 $402K
South Plains Financial, Inc. 0.28% No change 3,845 $402K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -26.7% 3,838 $401K
Revisor Wealth Management LLC 0.14% Reduce -19.6% 3,841 $400K
WBH Advisory Inc. 0.03% Reduce -15.8% 3,820 $399K
Collaborative Wealth Managment Inc. 0.17% Reduce -8.9% 3,819 $399K
Covestor Ltd 0.23% Add +16.3% 3,798 $397K
WealthBridge Capital Management, LLC 0.10% Add +18.0% 3,789 $396K
Berger Financial Group, Inc 0.03% Add +0.1% 3,788 $396K
Anson Capital, Inc. 0.32% No change 3,771 $394K
Altus Wealth Management, LLC 0.19% Reduce -5.1% 3,755 $392K
Strategic Financial Services, Inc. 0.02% New 3,750 $392K
Braun-Bostich & Associates Inc. 0.27% Add +69.7% 3,729 $390K
Coastline Trust Co 0.04% Add +105.7% 3,726 $389K
Eastern Bank 0.01% No change 3,713 $388K
Heritage Wealth Management, Inc. 0.29% Reduce -7.5% 3,712 $388K
Charter Oak Capital Management, LLC 0.03% Reduce -32.0% 3,706 $387K
Park Place Capital Corp 0.09% Reduce -76.0% 3,707 $387K
Calton & Associates, Inc. 0.07% Reduce -35.7% 3,694 $386K
Insight Advisors, LLC/ PA 0.06% Add +0.0% 3,688 $385K
Union Savings Bank 0.18% Reduce -33.6% 3,695 $384K
Binnacle Investments Inc 0.25% Reduce -14.5% 3,672 $384K
Summit Global Investments 0.02% Reduce -8.6% 3,642 $381K
Brighton Jones LLC 0.01% Add +49.9% 3,627 $379K
VeraBank, N.A. 0.08% New 3,621 $378K
Sachetta, LLC 0.15% Add +23.6% 3,620 $378K
Brown Financial Advisors 0.15% New 3,601 $376K
WealthPlan Investment Management, LLC 0.03% New 3,592 $375K
Helium Advisors LLC 0.24% Reduce -15.7% 3,567 $373K
Private Wealth Group, LLC 0.20% Reduce -12.8% 3,563 $372K
Ellenbecker Investment Group 0.06% Add +0.7% 3,552 $371K
Relyea Zuckerberg Hanson LLC 0.04% No change 3,552 $371K
Objective Capital Management, LLC 0.42% Add +6.0% 3,550 $371K
Hilltop Wealth Advisors, LLC 0.21% Reduce -18.1% 3,522 $368K
Center for Financial Planning, Inc. 0.04% Reduce -28.4% 3,521 $368K
Reston Wealth Management LLC 0.13% Reduce -78.2% 3,520 $368K
Whitcomb & Hess, Inc. 0.10% Reduce -0.1% 3,520 $368K
Ameritas Advisory Services, LLC 0.02% Reduce -33.3% 3,511 $367K
Consolidated Portfolio Review Corp 0.05% New 3,503 $366K
HORAN Wealth, LLC 0.11% — 3,501 $366K
Chemistry Wealth Management LLC 0.08% No change 3,490 $365K
Clifford Swan Investment Counsel LLC 0.01% New 3,481 $364K
Accel Wealth Management 0.12% Reduce -19.0% 3,459 $361K
Lifelong Wealth Advisors, Inc. 0.12% New 3,454 $361K
PGIM Custom Harvest LLC 0.01% Reduce -39.0% 3,450 $361K
Christensen, King & Associates Investment Services, Inc. 0.17% Reduce -8.0% 3,447 $360K
Efficient Advisors, LLC 0.02% Reduce -58.9% 3,442 $360K
Northland Capital Management LLC 0.22% Reduce -2.8% 3,440 $359K
Future You Wealth LLC 0.20% Reduce -7.6% 3,438 $359K
Tradewinds, LLC. 0.27% New 3,433 $359K
Merkkuri Wealth Advisors LLC 0.27% Reduce -42.2% 3,433 $359K
Lokken Investment Group LLC 0.14% Reduce -14.4% 3,429 $358K
Kropog Financial Group, LLC 0.31% Add +0.3% 3,420 $357K
Advance Capital Management, Inc. 0.02% Add +5.9% 3,414 $357K
Allodium Investment Consultants, LLC 0.23% Add +4.9% 3,408 $356K
FreeGulliver LLC 0.16% Add +17.3% 3,400 $355K
Interactive Financial Advisors, Inc. 0.17% Reduce -1.6% 3,390 $354K
Boyce & Associates Wealth Consulting, Inc. 0.32% Reduce -25.9% 3,381 $353K
Congress Asset Management Co. 0.00% New 3,364 $351K
Fairway Wealth LLC 0.11% Reduce -54.6% 3,355 $351K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +18.2% 3,353 $350K
Matrix Private Capital Group LLC 0.21% Add +1240.0% 3,350 $350K
Guardian Asset Advisors, LLC 0.20% Add +0.6% 3,347 $350K
Palumbo Wealth Management LLC 0.11% Reduce -23.2% 3,345 $350K
Friday Financial 0.18% Reduce -0.6% 3,301 $345K
Enterprise Bank & Trust Co 0.13% No change 3,294 $344K
Sequent Planning LLC 0.11% Add +38.6% 3,277 $342K
Transcendent Capital Group LLC 0.18% Reduce -0.4% 3,269 $342K
Cannell & Spears LLC 0.01% New 3,264 $341K
Erickson Financial Group, LLC 0.23% Add +21.4% 3,258 $340K
10Elms LLP 0.38% Add +44.4% 3,250 $340K
Traynor Capital Management, Inc. 0.02% Reduce -5.5% 3,250 $339K
Zacks Investment Management 0.00% Reduce -11.7% 3,235 $338K
McGinn Penninger Investment Management, Inc. 0.21% Reduce -32.8% 3,213 $336K
West Wealth Group, LLC 0.08% New 3,211 $334K
Stewardship Advisors, LLC 0.08% Reduce -25.8% 3,196 $334K
State Farm Mutual Automobile Insurance Co. 0.00% New 3,194 $334K
Family Investment Center, Inc. 0.08% New 3,193 $334K
Summit Wealth Partners, LLC 0.06% Reduce -14.7% 3,184 $333K
Integrity Alliance, Llc. 0.02% Reduce -12.4% 3,183 $333K
Signet Financial Management, LLC 0.04% New 3,146 $329K
Patron Partners, LLC 0.16% Reduce -10.7% 3,137 $328K
Amplius Wealth Advisors, LLC 0.03% New 3,133 $327K
Leisure Capital Management 0.12% No change 3,111 $325K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +29.6% 3,110 $325K
Foguth Wealth Management, LLC. 0.07% Reduce -2.1% 3,107 $325K
Cambria Investment Management, L.P. 0.02% Reduce -75.5% 3,105 $324K
Global Assets Advisory, LLC 0.13% New 3,098 $323K
Strategic Wealth Partners, Ltd. 0.03% — 3,080 $322K
Empower Advisory Group, LLC 0.00% Reduce -7.5% 3,079 $322K
Flagstar Securities, Inc. 0.09% Add +2.3% 3,071 $321K
Aviance Capital Partners, LLC 0.04% No change 3,069 $321K
Fidelis Capital Partners, LLC 0.03% Reduce -53.6% 3,079 $320K
Horst & Graben Wealth Management LLC 0.05% Add +0.8% 3,052 $319K
Eaton Financial Holdings Company, LLC 0.10% Add +48.9% 3,044 $318K
Wheelhouse Advisory Group LLC 0.16% Reduce -9.8% 3,041 $318K
Principal Financial Group Inc. 0.00% New 3,033 $317K
Dynamic Wealth Strategies, LLC 0.23% No change 3,032 $317K
Optimum Investment Advisors 0.14% No change 3,000 $313K
Next Level Private LLC 0.10% Reduce -5.6% 2,980 $311K
Heritage Oak Wealth Advisors LLC 0.12% No change 2,972 $311K
Idaho Trust Co 0.11% No change 2,953 $309K
Transce3nd, LLC 0.13% Add +9.1% 2,941 $307K
Charter Capital Management, LLC\DE 0.18% — 2,937 $307K
Bonfire Financial 0.25% New 2,936 $307K
Gallacher Capital Management LLC 0.14% Reduce -4.3% 2,924 $306K
Arrowroot Family Office, LLC 0.14% — 2,923 $305K
Acorn Financial Advisory Services Inc. 0.05% Reduce -17.6% 2,915 $305K
Trustmark Bank Trust Department 0.02% No change 2,907 $304K
PKS Advisory Services, LLC 0.07% Add +0.8% 2,892 $302K
Cumberland Advisors Inc. 0.13% Reduce -11.5% 2,890 $302K
Millington Financial Advisors, LLC 0.15% Add +20.6% 2,912 $302K
Balefire, LLC 0.07% New 2,877 $301K
Innova Wealth Partners 0.18% Reduce -1.7% 2,870 $300K
BBR Partners, LLC 0.02% No change 2,870 $300K
Riverbend Wealth Management, LLC 0.23% Reduce -0.6% 2,865 $299K
Shepherd Financial Partners LLC 0.03% New 2,861 $299K
Unified Investment Management 0.32% No change 2,850 $298K
Independent Wealth Network Inc. 0.11% Add +19.5% 2,848 $298K
Quadrant Private Wealth Management, LLC 0.06% New 2,835 $296K
Keystone Financial Group 0.03% Add +30.1% 2,823 $295K
Plancorp, LLC 0.01% New 2,820 $295K
Addison Capital Co 0.10% No change 2,816 $294K
FLC Capital Advisors 0.06% Add +34.9% 2,813 $294K
Hayek Kallen Investment Management 0.10% New 2,800 $293K
TRUE Private Wealth Advisors 0.03% Reduce -13.1% 2,803 $293K
Marathon Trading Investment Management LLC 0.18% New 2,800 $293K
Bank Ozk 0.11% Add +1.9% 2,793 $292K
Orrstown Financial Services Inc. 0.06% New 2,786 $291K
Cornerstone Wealth Group, LLC 0.02% Reduce -84.2% 2,777 $290K
Long Run Wealth Advisors, LLC 0.06% New 2,773 $290K
Oder Investment Management, LLC 0.22% Add +41.9% 2,773 $290K
Parsons Capital Management Inc. 0.02% No change 2,772 $290K
StrongBox Wealth, LLC 0.11% No change 2,759 $288K
Leo Wealth, LLC 0.02% New 2,758 $288K
Aprio Wealth Management, LLC 0.03% Reduce -25.8% 2,745 $287K
Blodgett Wealth Advisors, LLC 0.22% New 2,739 $286K
Northwest Wealth Management, LLC 0.05% Add +0.3% 2,700 $282K
Williams Jones Wealth Management, LLC. 0.00% New 2,700 $282K
Element Wealth, LLC 0.13% Add +6.4% 2,692 $281K
Aventura Private Wealth, LLC 0.12% No change 2,681 $280K
Round Rock Advisors LLC 0.05% No change 2,665 $278K
Axis Wealth Partners, LLC 0.18% Add +2.7% 2,655 $277K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% New 2,622 $274K
Partners Wealth Management, LLC 0.31% No change 2,586 $273K
Florin Court Capital LLP 0.28% Reduce -70.8% 2,600 $272K
Patten & Patten Inc. 0.02% Reduce -10.2% 2,595 $271K
Libra Wealth LLC 0.09% New 2,574 $269K
Allegheny Financial Group 0.06% New 2,572 $269K
Client 1ST Advisory Group, LLC 0.10% No change 2,567 $268K
Baker Boyer National Bank 0.09% No change 2,560 $267K
Fermata Advisors, LLC 0.07% New 2,553 $267K
One Charles Private Wealth Services, LLC 0.07% Reduce -7.6% 2,550 $266K
Ceeto Capital Group, LLC 0.09% No change 2,544 $266K
Advisory Resource Group 0.05% Reduce -89.7% 2,544 $266K
Kickstand Ventures, Llc. 0.06% Reduce -8.3% 2,538 $265K
Cape Investment Advisory, Inc. 0.10% Add +36.2% 2,528 $264K
Cardiff Park Advisors, LLC 0.02% Add +0.5% 2,523 $264K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% No change 2,506 $262K
Harvey Capital Management Inc. 0.06% No change 2,510 $262K
Pandora Wealth, Inc. 0.16% No change 2,500 $261K
Clarity Wealth Development LLC 0.26% No change 2,492 $260K
Vista Investment Management 0.10% Reduce -1.2% 2,490 $260K
NorthStar Asset Management LLC 0.14% New 2,479 $259K
Evoke Wealth, LLC 0.01% Reduce -8.9% 2,465 $258K
Fearless Solutions, LLC dba Best Invest 0.18% No change 2,411 $252K
Paladin Advisory Group, LLC 0.19% Reduce -90.6% 2,409 $252K
Peddock Capital Advisors, LLC 0.06% Add +13.7% 2,404 $251K
MBA Advisors LLC 0.12% No change 2,390 $250K
CRA Financial Services, LLC 0.04% No change 2,390 $250K
Benchmark Wealth Management, LLC 0.11% New 2,381 $249K
Team Financial Group, LLC 0.12% New 2,367 $247K
First Financial Group Corp 0.24% No change 2,355 $246K
Leigh Baldwin & Co., LLC 0.16% Reduce -2.7% 2,343 $245K
Fonville Wealth Management LLC 0.06% Reduce -5.5% 2,338 $244K
Mosaic Advisors LLC 0.36% New 2,334 $244K
Kanawha Capital Management LLC 0.02% No change 2,328 $243K
KFG Wealth Management, LLC 0.04% Reduce -17.7% 2,324 $243K
LaSalle St. Investment Advisors, LLC 0.07% New 2,324 $242K
Capital Advisors Inc. 0.00% New 2,315 $242K
Obsidian Personal Planning Solutions LLC 0.10% No change 2,310 $241K
Evanson Asset Management, LLC 0.01% Reduce -85.1% 2,306 $241K
Northwest Financial Advisors 0.34% Reduce -61.6% 2,304 $241K
Pacifica Partners Inc. 0.10% Reduce -8.0% 2,299 $240K
Focused Wealth Management, Inc 0.03% No change 2,290 $239K
Stratos Investment Management, LLC 0.01% New 2,287 $239K
Warren Street Wealth Advisors, LLC 0.08% Reduce -18.7% 2,281 $238K
Fortress Financial Group, LLC 0.20% No change 2,270 $237K
Evensky & Katz LLC 0.01% Reduce -21.1% 2,260 $236K
Commonwealth Financial Services, LLC 0.05% Reduce -46.5% 2,249 $235K
Ameriflex Group, Inc. 0.12% Add +115.3% 2,239 $234K
NWF Advisory Services Inc. 0.03% Add +13.9% 2,224 $232K
Wolff Wiese Magana LLC 0.14% No change 2,212 $231K
Financial Futures Ltd Liability Co. 0.12% New 2,206 $231K
Orleans Capital Management Corp. 0.12% Add +2.3% 2,200 $230K
Harbour Trust & Investment Management Co 0.03% Add +7.4% 2,176 $227K
CENTRAL TRUST Co 0.01% Add +920.7% 2,174 $227K
Lakeshore Financial Planning, Inc. 0.09% Reduce -6.5% 2,169 $227K
Novus Advisors, LLC 0.35% No change 2,167 $226K
Act Wealth Management, LLC 0.10% Reduce -54.6% 2,155 $225K
Crescent Grove Advisors, LLC 0.02% Reduce -26.4% 2,136 $223K
OMNI 360 Wealth, Inc. 0.14% Reduce -11.2% 2,132 $223K
Gryphon Financial Partners LLC 0.03% Reduce -21.9% 2,128 $222K
Tempus Wealth Planning, LLC 0.06% No change 2,128 $222K
Watts Gwilliam & Co., LLC 0.04% Reduce -25.3% 2,086 $222K
Bernard Wealth Management Corp. 0.10% Reduce -8.7% 2,118 $221K
Garner Asset Management Corp 0.10% New 2,100 $219K
Apex Wealth Management, LLC 0.18% Reduce -15.8% 2,097 $219K
Defined Wealth Management, LLC 0.14% Add +1.6% 2,096 $219K
Atwater Malick LLC 0.07% No change 2,094 $219K
Rossmore Private Capital 0.03% No change 2,090 $218K
Successful Portfolios LLC 0.13% Reduce -1.2% 2,085 $218K
Texas Bank & Trust Co 0.09% New 2,081 $217K
Coastal Bridge Advisors, LLC 0.02% New 2,078 $217K
Journey Advisory Group, LLC 0.02% No change 2,077 $217K
Firestone Capital Management 0.05% Add +0.8% 2,076 $217K
Postrock Partners LLC 0.10% No change 2,075 $217K
Robinson Smith Wealth Advisors LLC 0.17% Reduce -85.6% 2,066 $216K
Oceanside Advisors LLC 0.14% Add +1.4% 2,050 $214K
Perennial Investment Advisors, LLC 0.02% Reduce -34.4% 2,041 $213K
Clark Asset Management, LLC 0.03% Reduce -43.5% 2,038 $213K
LGL Partners, LLC 0.09% Reduce -23.9% 2,044 $213K
American National Bank & Trust 0.02% New 2,022 $211K
OneAscent Family Office, LLC 0.20% Reduce -20.6% 2,008 $210K
Colonial Trust Advisors 0.02% Reduce -47.4% 2,008 $210K
Radnor Capital Management, LLC 0.03% No change 2,000 $209K
Renasant Bank 0.14% Reduce -80.6% 2,000 $209K
Five Oceans Advisors 0.09% Reduce -0.3% 1,984 $207K
Central Pacific Bank - Trust Division 0.03% No change 1,979 $207K
Williams & Novak, LLC 0.18% Reduce -40.5% 1,979 $207K
Concord Asset Management, LLC 0.03% New 1,977 $207K
Concord Wealth Partners 0.03% Reduce -11.7% 1,977 $207K
Summit Financial Consulting LLC 0.18% Reduce -0.1% 1,967 $206K
Columbus Macro, LLC 0.03% New 1,957 $204K
Foundation Wealth Management, LLC\PA 0.09% New 1,954 $204K
Capital Investment Advisory Services, LLC 0.02% Reduce -29.1% 1,945 $203K
Veltria Advisors Corp. 0.14% Reduce -74.4% 1,944 $203K
Mesirow Financial Investment Management, Inc. 0.00% New 1,935 $202K
Rainey & Randall Wealth Advisors Inc. 0.04% Add +0.8% 1,935 $202K
Impact Capital Partners LLC 0.07% New 1,924 $201K
Sunbelt Securities, Inc. 0.02% Reduce -15.5% 1,846 $197K
Bell Investment Advisors, Inc 0.03% Reduce -31.6% 1,818 $190K
Rossby Financial, LCC 0.07% Reduce -8.7% 1,808 $189K
Fairscale Capital, LLC 0.13% New 1,782 $185K
Kathleen S. Wright Associates Inc. 0.07% Reduce -20.1% 1,766 $185K
Headlands Technologies LLC 0.02% New 1,740 $182K
Trust Co. of Toledo NA 0.02% New 1,738 $182K
Brooklyn Investment Group 0.02% Add +29.3% 1,706 $178K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 1,683 $176K
Bogart Wealth, LLC 0.01% No change 1,677 $175K
Farmers & Merchants Investments Inc. 0.01% Reduce -39.1% 1,674 $175K
Clearstead Trust, LLC 0.03% No change 1,574 $164K
Promus Capital, LLC 0.11% Add +3129.2% 1,550 $162K
GoalVest Advisory LLC 0.04% New 1,546 $162K
ROSS\JOHNSON & Associates LLC 3.32% No change 1,542 $161K
Silver Oak Securities, Incorporated 0.01% Add +1.6% 1,508 $158K
Exchange Traded Concepts, LLC 0.00% Reduce -62.4% 1,457 $152K
Nordwand Advisors, LLC 0.02% New 1,430 $149K
Atlas Capital Advisors Inc. 0.02% Add +18.4% 1,344 $140K
Sound Income Strategies, LLC 0.01% Add +285.2% 1,329 $139K
Pineridge Advisors LLC 0.05% Add +43.1% 1,325 $138K
GW&K Investment Management, LLC 0.00% No change 1,264 $132K
WFA of San Diego, LLC 0.09% — 1,215 $127K
Glass Jacobson Investment Advisors llc 0.05% No change 1,190 $124K
AllSquare Wealth Management LLC 0.07% No change 1,180 $123K
Richardson Financial Services Inc. 0.08% Reduce -13.9% 1,179 $123K
Princeton Global Asset Management LLC 0.02% Add +882.2% 1,159 $121K
Woodside Wealth Management LLC 0.10% New 1,148 $120K
Trust Co. of Vermont 0.01% No change 1,112 $116K
Keystone Financial Group, Inc. 0.07% Reduce -45.5% 1,095 $113K
Quest 10 Wealth Builders, Inc. 0.10% Reduce -0.7% 1,019 $106K
Cornerstone Planning Group LLC 0.02% Reduce -70.8% 1,018 $106K
New Millennium Group LLC 0.06% Add +561.5% 979 $102K
Ridgewood Investments LLC 0.04% Reduce -9.2% 972 $102K
IMA Advisory Services, Inc. 0.01% No change 936 $98K
Washington Trust Advisors, Inc. 0.01% No change 900 $94K
Golden State Wealth Management, LLC 0.01% Add +0.5% 884 $92K
Realta Investment Advisors 0.04% Add +3.1% 870 $91K
Atwood & Palmer Inc. 0.01% New 826 $86K
Oliver Lagore Vanvalin Investment Group 0.03% — 760 $80K
Wagner Wealth Management, LLC 0.02% New 762 $80K
Bokf, NA 0.00% Reduce -8.5% 760 $79K
McIlrath & Eck, LLC 0.01% Add +0.8% 738 $77K
Rise Advisors, LLC 0.03% Reduce -0.9% 738 $77K
Motco 0.01% No change 726 $75K
MJT & Associates Financial Advisory Group, Inc. 0.09% No change 709 $74K
Gould Capital, LLC 0.05% No change 677 $71K
Delta Asset Management LLC 0.01% No change 670 $70K
Red Tortoise LLC 0.03% Reduce -58.6% 663 $69K
Mechanics Financial Corp 0.03% No change 643 $67K
Future Financial Wealth Managment LLC 0.04% No change 604 $63K
Accredited Wealth Management, LLC 0.05% Reduce -37.1% 591 $62K
Rice Partnership, LLC 0.01% Add +6.5% 571 $60K
Robinswood Financial LLC 0.02% No change 529 $55K
GPS Wealth Strategies Group, LLC 0.01% No change 502 $52K
Pflug Koory, LLC 0.03% Reduce -2.9% 501 $52K
Harbor Investment Advisory, LLC 0.00% No change 482 $50K
Valley National Advisers Inc. 0.01% Reduce -57.4% 486 $50K
Clean Yield Group 0.01% Add +0.7% 460 $48K
Evergreen Private Wealth LLC 0.02% Add +17.2% 457 $48K
First Financial Corp. 0.02% No change 450 $47K
Horizon Financial Services, LLC 0.02% New 439 $46K
Morris Financial Concepts, Inc. 0.02% Reduce -64.5% 436 $46K
Annis Gardner Whiting Capital Advisors, LLC 0.02% No change 425 $44K
Evolution Wealth Management Inc. 0.05% — 419 $44K
Harbor Asset Planning, Inc. 0.04% — 409 $43K
S&T Bank 0.01% No change 401 $42K
Vermillion & White Wealth Management Group, LLC 0.03% No change 40 $42K
Nemes Rush Group LLC 0.00% No change 397 $41K
HFM Investment Advisors, LLC 0.02% Add +12.9% 393 $41K
Integrity Financial Corp 0.02% No change 358 $37K
Raleigh Capital Management Inc. 0.02% Add +0.9% 347 $36K
LGT Financial Advisors LLC 0.09% Add +27.1% 342 $36K
Register Financial Advisors LLC 0.02% No change 336 $35K
DT Investment Partners, LLC 0.00% Add +14.1% 324 $34K
Total Investment Management Inc. 0.00% New 320 $33K
City State Bank 0.01% No change 318 $33K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 313 $33K
CNB Bank 0.01% No change 300 $31K
National Bank of Canada 0.00% Reduce -12.7% 268 $28K
Financial Network Wealth Advisors LLC 0.03% No change 253 $26K
Hollencrest Capital Management 0.00% New 253 $26K
American Capital Advisory, LLC 0.01% No change 250 $26K
Founders Financial Alliance, LLC 0.01% Reduce -67.0% 247 $26K
Toth Financial Advisory Corp. 0.00% Reduce -29.1% 236 $25K
N.E.W. Advisory Services LLC 0.00% Reduce -50.0% 236 $25K
Providence Capital Advisors, LLC 0.00% New 235 $25K
Key Financial Inc 0.00% Reduce -68.1% 234 $24K
First Command Advisory Services, Inc. 0.00% No change 230 $24K
Hantz Financial Services, Inc. 0.00% Reduce -9.5% 229 $24K
CarsonAllaria Wealth Management, Ltd. 0.01% Reduce -2.2% 223 $23K
Riggs Asset Managment Co. Inc. 0.01% Reduce -56.1% 220 $23K
Silicon Valley Capital Partners 0.00% New 219 $23K
Keener Financial Planning LLC 0.01% Add +648.3% 217 $22K
SWAN Capital LLC 0.01% New 206 $22K
First PREMIER Bank 0.01% No change 200 $21K
Glen Eagle Advisors, LLC 0.00% No change 185 $19K
Cullen/Frost Bankers, Inc. 0.00% Reduce -74.2% 176 $18K
Hurley Capital, LLC 0.01% Add +0.6% 173 $18K
MTM Investment Management, LLC 0.01% New 163 $17K
Y.D. More Investments Ltd 0.00% No change 160 $17K
Roxbury Financial LLC 0.02% Reduce -54.5% 156 $16K
CoreFirst Bank & Trust 0.01% New 150 $16K
Briaud Financial Planning Inc 0.01% New 150 $15K
Holos Integrated Wealth LLC 0.01% No change 144 $15K
IMG Wealth Management, Inc. 0.01% No change 134 $14K
Archer Investment Corp 0.00% No change 118 $12K
Tidemark, LLC 0.00% Add +0.9% 113 $12K
Asset Dedication, LLC 0.00% Add +11100.0% 112 $12K
Midwest Capital Advisors, LLC 0.01% Reduce -71.9% 111 $12K
Aspect Partners, LLC 0.01% New 102 $11K
Viewpoint Capital Management LLC 0.01% No change 100 $10K
Bfsg, LLC 0.00% No change 100 $10K
Twin Peaks Wealth Advisors, LLC 0.00% New 96 $10K
Valley Wealth Managers, Inc. 0.00% Reduce -20.2% 95 $10K
SOA Wealth Advisors, LLC. 0.00% New 87 $9K
TCTC Holdings, LLC 0.00% No change 75 $8K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -87.6% 73 $8K
Quaker Wealth Management, LLC 0.00% — 71 $7K
Wealth Preservation Advisors, LLC 0.00% No change 70 $7K
New Republic Capital, LLC 0.00% Add +45.2% 61 $6K
Prestige Wealth Management Group LLC 0.00% No change 56 $6K
Ancora Advisors LLC 0.00% Reduce -90.5% 56 $6K
Maseco LLP 0.00% — 54 $6K
Transamerica Financial Advisors, LLC 0.00% Reduce -19.4% 54 $6K
Beacon Capital Management, LLC 0.00% Add +27.5% 51 $5K
Tucker Asset Management LLC 0.00% New 49 $5K
Spurstone Advisory Services, LLC 0.07% No change 46 $5K
Rothschild Investment LLC 0.00% Add +13.2% 43 $4K
Pillar Financial Advisors, LLC 0.00% No change 33 $3K
Vermillion Wealth Management, Inc. 0.00% Add +1000.0% 33 $3K
Iron Horse Wealth Management, LLC 0.00% Add +45.5% 32 $3K
Moser Wealth Advisors, LLC 0.00% Add +3.5% 30 $3K
Dunhill Financial, LLC 0.00% No change 28 $3K
LRI Investments, LLC 0.00% No change 26 $3K
Hartford Financial Management Inc. 0.00% Reduce -96.4% 25 $3K
SYM FINANCIAL Corp 0.00% New 25 $3K
Capital A Wealth Management, LLC 0.02% Reduce -99.3% 20 $2K
North Ridge Wealth Advisors, Inc. 0.00% New 20 $2K
Strategic Wealth Investment Group, LLC 0.00% New 19 $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% No change 17 $2K
Keystone Global Partners, LLC 0.00% Reduce -87.8% 15 $2K
Atticus Wealth Management, LLC 0.00% No change 12 $1K
Hemington Wealth Management 0.00% No change 10 $1K
North Capital, Inc. 0.00% Reduce -58.8% 7 $731
Compass Financial Services Inc 0.00% New 6 $629
Addison Advisors LLC 0.00% Reduce -99.9% 3 $314
Jackson Hole Capital Partners, LLC 0.00% No change 3 $313
DHJJ Financial Advisors, Ltd. 0.00% No change 2 $209
Parkworth Wealth Management, Inc. 0.00% No change 1 $118
Parallax Volatility Advisers, L.P. 0.00% New 1 $104
Gables Capital Management Inc. 0.00% No change 1 $104

"% 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.