iShares National Muni Bond EMUBETF
13F holders, Q2 2025 (June 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 135 | $372.1M |
| Exits | 96 | $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.