iShares National Muni Bond EMUBETF

13F holders, Q3 2025 (September 30)

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

1,539holders −1

103new positions

92sold out

7famous investors

$106.47avg. 13F price*

At the end of Q3 2025, 1,539 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, down 1 from Q2 2025. 103 opened new positions and 92 sold out. The largest holders were Bank of America Corp. ($3.6B), FMR LLC ($2.4B) and Betterment LLC ($1.8B). 7 famous investors held it, including George Soros (0.6% of Soros Fund Management's portfolio), Ken Fisher (0.4% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

	Institutions	Total Value
New Positions	103	$524.0M
Exits	92	$161.9M

All 13F filers, Q2 2025 → Q3 2025: 24,117,923 shares bought and 29,225,959 shares sold, net −5,108,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,539 holders


Bank of America Corp.	0.27%	Add +6.4%	33,570,415	$3.6B
FMR LLC	0.12%	Add +21.6%	22,165,426	$2.4B
Betterment LLC	3.65%	Reduce -6.7%	17,343,529	$1.8B
Envestnet Asset Management Inc.	0.44%	Reduce -29.9%	14,278,109	$1.5B
Creative Planning	1.07%	Add +6.9%	13,191,212	$1.4B
LPL Financial LLC	0.33%	Reduce -1.0%	10,466,931	$1.1B
Wells Fargo & Company	0.22%	Add +1.7%	9,987,480	$1.1B
Fisher Asset Management	0.37%	Add +9.1%	9,725,773	$1.0B
Northwestern Mutual Wealth Management Co.	0.58%	Add +9.6%	8,102,619	$862.8M
Morgan Stanley	0.05%	Reduce -4.8%	8,090,832	$861.6M
Mercer Global Advisors Inc.	1.34%	Add +20.2%	7,511,562	$799.9M
PNC Financial Services Group, Inc.	0.47%	Reduce -3.6%	7,257,669	$772.9M
Bank of New York Mellon Corp	0.13%	Reduce -5.0%	6,897,503	$734.5M
Tiaa Trust, National Association	1.43%	Add +5.0%	5,529,245	$588.8M
US Bancorp \de	0.67%	Reduce -27.9%	5,295,541	$563.9M
Wealthfront Advisers LLC	1.26%	Reduce -6.6%	5,039,020	$536.6M
Sei Investments Co.	0.54%	Add +3.3%	4,692,039	$499.7M
JPMorgan Chase & Co.	0.03%	Add +5.6%	4,576,697	$487.4M
Wellington Management Group LLP	0.07%	New	3,636,000	$387.2M
Assetmark, Inc.	0.66%	Add +4.3%	2,903,335	$309.2M
Commonwealth Equity Services, LLC	0.39%	Reduce -6.9%	2,848,492	$303.3M
Cetera Investment Advisers	0.32%	Add +61.1%	2,610,858	$278.0M
Orgel Wealth Management, LLC	6.24%	Add +0.9%	2,569,238	$273.6M
UBS Group AG	0.05%	Reduce -2.3%	2,466,934	$262.7M
Rwa Wealth Partners, LLC	2.90%	Reduce -1.2%	2,395,411	$255.1M
Raymond James Financial Inc.	0.08%	Add +2.8%	2,291,549	$244.0M
Jones Financial Companies LLLP	0.15%	Add +5.5%	2,071,369	$220.2M
Ameriprise Financial Inc.	0.05%	Add +28.0%	1,951,716	$207.6M
Mariner, LLC	0.26%	Reduce -1.0%	1,878,029	$200.0M
HighTower Advisors, LLC	0.21%	Add +1.4%	1,754,456	$186.8M
MML Investors Services, LLC	0.49%	Reduce -11.4%	1,734,184	$184.7M
Sequoia Financial Advisors, LLC	1.11%	Add +1.8%	1,704,780	$181.5M
Envestnet Portfolio Solutions, Inc.	0.65%	Reduce -66.0%	1,658,407	$176.6M
Goldman Sachs Group Inc.	0.02%	Add +16.5%	1,375,093	$146.4M
One Capital Management, LLC	4.67%	Add +17.9%	1,373,348	$146.2M
Facet Wealth, Inc.	2.82%	Add +14.3%	1,280,119	$136.3M
Citigroup Inc.	0.09%	Add +1.3%	1,275,444	$135.8M
Choate Investment Advisors	2.69%	Reduce -6.3%	1,222,478	$130.2M
Captrust Financial Advisors	0.26%	Reduce -11.4%	1,204,010	$128.2M
Signaturefd, LLC	1.98%	Reduce -5.7%	1,175,781	$125.2M
Royal Bank of Canada	0.02%	Reduce -55.7%	1,117,168	$119.0M
Allstate Corp.	2.68%	Reduce -63.8%	1,103,558	$117.5M
Focus Partners Wealth	0.18%	Add +15.4%	1,039,712	$110.8M
Park Avenue Securities LLC	0.84%	Reduce -9.2%	1,011,015	$107.7M
Osaic Holdings, Inc.	0.15%	Add +13.6%	1,016,038	$107.4M
Wealthspire Advisors, LLC	0.54%	Reduce -19.9%	972,604	$103.6M
Jane Street Group, LLC	0.11%	Add +67.2%	898,429	$95.7M
Truist Financial Corp.	0.13%	Reduce -1.3%	890,689	$94.8M
Cerity Partners LLC	0.15%	Reduce -6.0%	867,825	$92.5M
Oxford Financial Group, LTD. LLC	5.21%	Reduce -8.6%	865,285	$92.1M
Balentine LLC	3.13%	Reduce -3.9%	796,746	$84.8M
Wealth Enhancement Advisory Services, LLC	0.13%	Add +3.9%	791,223	$84.3M
Corient Private Wealth LP	0.13%	Reduce -3.4%	788,848	$84.0M
OneDigital Investment Advisors LLC	0.82%	Add +15.5%	747,406	$79.6M
Orion Porfolio Solutions, LLC	0.58%	Add +1.8%	700,580	$74.6M
Angeles Wealth Management, LLC	4.35%	Add +14.7%	666,498	$71.0M
Cwm, LLC	0.20%	Add +23.9%	640,101	$68.2M
Forvis Mazars Wealth Advisors, LLC	1.34%	Reduce -2.3%	632,727	$67.4M
Rockefeller Capital Management L.P.	0.13%	Reduce -6.3%	630,597	$67.2M
State of Wisconsin Investment Board	0.15%	No change	607,800	$64.7M
Cliftonlarsonallen Wealth Advisors, LLC	1.02%	Reduce -13.4%	604,115	$64.3M
Stifel Financial Corp.	0.06%	Reduce -22.8%	604,044	$64.3M
Financial Engines Advisors L.L.C.	0.12%	Add +2.4%	593,607	$63.2M
Prime Capital Investment Advisors, LLC	0.79%	Add +4.1%	587,138	$62.5M
Beacon Pointe Advisors, LLC	0.53%	Reduce -5.7%	586,946	$62.5M
Sofi Wealth, LLC	3.31%	Reduce -12.2%	577,779	$61.5M
Franklin Resources Inc.	0.02%	Add +1.3%	576,030	$61.3M
United Capital Financial Advisors, LLC	0.44%	Add +1.6%	567,950	$60.5M
Bessemer Group Inc.	0.09%	Add +1.6%	552,541	$58.8M
Coldstream Capital Management Inc.	0.77%	Reduce -4.5%	536,670	$57.1M
Natixis Advisors, LLC	0.08%	Add +101.4%	508,604	$54.2M
Wedmont Private Capital	1.97%	Add +0.1%	497,248	$53.0M
Parcion Private Wealth LLC	3.30%	Add +133.3%	497,096	$52.9M
Crestwood Advisors Group, LLC	0.89%	Add +5.8%	490,899	$52.3M
Arkos Global Advisors	6.61%	Reduce -25.1%	487,686	$51.9M
Bank of Montreal	0.02%	Add +6.1%	483,744	$51.5M
Manning & Napier Advisors LLC	0.66%	Reduce -4.4%	483,367	$51.5M
Alliancebernstein L.P.	0.02%	Add +9.0%	471,835	$50.2M
Wealthcare Advisory Partners LLC	1.04%	Add +11.5%	466,899	$49.7M
Avantax Planning Partners, Inc.	1.40%	Add +169.7%	458,812	$48.9M
Farther Finance Advisors, LLC	0.73%	Reduce -10.0%	454,048	$48.4M
Foster Group, Inc.	1.48%	Add +10.8%	441,859	$47.1M
Kestra Investment Management, LLC	1.26%	Add +5.0%	440,725	$46.9M
Equitable Holdings, Inc.	0.33%	Add +4.5%	424,529	$45.2M
Prudential Financial Inc.	0.05%	Add +223.7%	424,360	$45.2M
New York Life Investment Management LLC	0.39%	Add +5.8%	411,699	$43.8M
Comerica Bank	0.16%	Add +4.6%	399,283	$42.5M
AE Wealth Management LLC	0.27%	Add +11.5%	397,667	$42.3M
Allworth Financial LP	0.19%	Add +3.5%	392,810	$41.8M
Retirement Investment Advisors, Inc.	3.47%	Add +10.7%	392,035	$41.7M
Dynasty Wealth Management, LLC	0.54%	Add +34.7%	377,905	$40.2M
O'shaughnessy Asset Management, LLC	0.24%	Add +27.3%	376,398	$40.1M
JFS Wealth Advisors, LLC	2.34%	Reduce -2.0%	375,677	$40.0M
Ascent Group, LLC	1.41%	Reduce -6.8%	374,003	$39.8M
Full Sail Capital, LLC	2.16%	Add +0.7%	367,109	$39.1M
Baird Financial Group, Inc.	0.06%	Add +1.6%	356,037	$37.9M
Thrivent Financial for Lutherans	0.08%	Add +392.0%	353,210	$37.6M
Cardinal Point Capital Management ULC	2.62%	Add +9.0%	349,470	$37.4M
Cahaba Wealth Management, Inc.	2.62%	Add +7.7%	339,367	$36.1M
Lutz Financial Services LLC	2.61%	Reduce -1.5%	338,864	$36.1M
Aspiriant, LLC	1.10%	Reduce -0.7%	338,053	$36.0M
Schneider Downs Wealth Management Advisors, LP	3.96%	Add +10.3%	313,542	$33.4M
SageView Advisory Group, LLC	1.15%	Add +9.0%	313,398	$33.4M
Cambridge Investment Research Advisors, Inc.	0.09%	Add +0.5%	310,881	$33.1M
Sanctuary Advisors, LLC	0.19%	Reduce -10.8%	306,967	$32.7M
Integrated Wealth Concepts LLC	0.29%	Reduce -2.9%	305,680	$32.6M
LMR Partners LLP	0.61%	Reduce -83.1%	300,000	$31.9M
Commerce Bank	0.18%	Reduce -7.8%	296,651	$31.6M
Garde Capital, Inc.	1.58%	Add +0.0%	295,890	$31.5M
Rockwood Wealth Management, LLC	2.51%	Reduce -3.7%	295,362	$31.5M
Susquehanna International Group, LLP	0.05%	Reduce -2.8%	290,001	$30.9M
Global Strategic Investment Solutions, LLC	3.06%	Add +13.5%	287,730	$30.6M
Ackerman Capital Advisors, LLC	6.39%	Add +17.5%	286,654	$30.5M
Renaissance Technologies	0.04%	Reduce -50.0%	285,100	$30.4M
M&T Bank Corp	0.10%	Reduce -3.4%	276,676	$29.5M
Choreo, LLC	0.38%	Add +1.2%	274,695	$29.3M
Bluespring Wealth Management, LLC	2.51%	Reduce -5.1%	271,449	$28.9M
First Citizens Bank & Trust Co.	0.61%	Reduce -90.4%	267,338	$28.5M
Trust Co	2.90%	Add +28.5%	266,484	$28.4M
Liquid Strategies, LLC	5.76%	Add +3.0%	262,564	$28.0M
Private Advisor Group, LLC	0.13%	Add +2.9%	256,056	$27.3M
Kestra Advisory Services, LLC	0.12%	Add +15.7%	255,422	$27.2M
Bear Mountain Capital, Inc.	8.98%	Add +11.3%	249,255	$26.8M
Jump Financial, LLC	0.36%	Add +25.0%	250,000	$26.6M
Quotient Wealth Partners, LLC	0.73%	Add +13.6%	249,538	$26.6M
D. E. Shaw & Co.	0.02%	Add +26.1%	246,000	$26.2M
Fort Point Capital Partners LLC	3.30%	Add +22.4%	243,934	$26.0M
Plante Moran Financial Advisors, LLC	1.63%	Reduce -6.7%	243,446	$25.9M
Avior Wealth Management, LLC	0.83%	Reduce -2.4%	243,034	$25.9M
Soros Fund Management	0.59%	No change	241,400	$25.7M
Cresset Asset Management, LLC	0.11%	Add +0.8%	236,736	$25.2M
CX Institutional	0.76%	Add +70.5%	235,006	$25.0M
Stratos Wealth Partners, LTD.	0.29%	Reduce -3.1%	228,936	$24.4M
Ledyard National Bank	2.18%	Add +1.2%	228,767	$24.4M
Wesbanco Bank Inc.	0.67%	Add +4.5%	224,800	$23.9M
Waldron Private Wealth LLC	0.97%	Add +0.5%	224,664	$23.9M
Pathstone Holdings, LLC	0.09%	Reduce -7.5%	224,591	$23.9M
Icon Wealth Advisors, LLC	1.61%	Reduce -18.4%	223,120	$23.8M
Steward Partners Investment Advisory, LLC	0.14%	Add +26.3%	222,472	$23.7M
Alaska Wealth Advisors, LLC	3.03%	Add +45.4%	217,441	$23.2M
Ally Invest Advisors Inc.	1.66%	Add +6.1%	217,292	$23.1M
Peapack Gladstone Financial Corp.	0.30%	Add +48.0%	217,089	$23.1M
One Wealth Advisors, LLC	2.89%	Add +11.5%	215,907	$23.0M
Sagespring Wealth Partners, LLC	0.45%	Add +3.6%	214,595	$22.9M
Police & Firemen's Retirement System of New Jersey	0.18%	New	211,800	$22.6M
Crewe Advisors LLC	2.13%	Add +0.2%	209,284	$22.3M
Cardinal Strategic Wealth Guidance	5.98%	Add +12.8%	208,906	$22.2M
Modera Wealth Management, LLC	0.26%	Reduce -2.6%	207,130	$22.1M
NewEdge Advisors, LLC	0.10%	Reduce -6.3%	205,759	$21.9M
Axxcess Wealth Management, LLC	0.46%	Reduce -3.9%	204,320	$21.8M
Boston Standard Wealth Management, LLC	3.63%	Reduce -12.9%	202,880	$21.6M
Legacy Edge Advisors, LLC	2.52%	Reduce -7.1%	200,615	$21.4M
Meridian Wealth Partners, LLC	2.93%	Reduce -3.9%	200,095	$21.3M
Salomon & Ludwin, LLC	1.91%	Reduce -17.9%	199,980	$21.3M
Waterway Wealth Management, LLC	5.06%	New	199,046	$21.2M
Savvy Advisors, Inc.	0.97%	Add +71.3%	198,963	$21.2M
Manufacturers Life Insurance Company, The	0.02%	Add +1.1%	198,090	$21.1M
Gradient Investments LLC	0.35%	Add +53.2%	196,005	$20.9M
AMG National Trust Bank	0.51%	Add +0.6%	194,671	$20.7M
Merit Financial Group, LLC	0.19%	Reduce -1.4%	193,622	$20.6M
NorthCoast Asset Management LLC	0.08%	Reduce -2.9%	191,235	$20.4M
RTD Financial Advisors, Inc.	2.42%	Add +3.2%	189,237	$20.2M
Janney Montgomery Scott LLC	0.05%	Add +6.3%	188,339	$20.1M
Vestmark Advisory Solutions, Inc.	0.38%	Reduce -6.8%	187,765	$20.0M
Perigon Wealth Management, LLC	0.41%	Reduce -4.8%	186,618	$19.9M
Slow Capital, Inc.	2.31%	Add +11.4%	184,959	$19.7M
Unique Wealth, LLC	2.87%	Reduce -5.6%	183,588	$19.6M
RMR Wealth Builders	1.62%	Add +6.2%	182,040	$19.4M
Regions Financial Corp.	0.13%	Reduce -12.0%	181,678	$19.3M
Charles Schwab Trust Co	1.31%	Add +6.1%	180,598	$19.2M
Composition Wealth, LLC	0.29%	Reduce -49.0%	179,393	$19.1M
Alesco Advisors, LLC, An ESL Co	0.52%	Add +11.8%	178,907	$19.1M
Capital Asset Advisory Services LLC	0.81%	Reduce -1.8%	176,973	$18.8M
Resonant Capital Advisors, LLC	1.10%	Add +22.7%	176,776	$18.8M
McNamara Financial Services, Inc.	3.45%	Add +2.5%	174,277	$18.6M
Vicus Capital	1.41%	Reduce -2.0%	172,869	$18.4M
Apella Capital, LLC	0.40%	Reduce -3.5%	169,352	$18.2M
Symmetry Partners, LLC	1.96%	Add +4.7%	169,342	$18.0M
Citadel Advisors	0.01%	Add +66.5%	164,798	$17.5M
World Investment Advisors	0.36%	Reduce -3.2%	164,016	$17.5M
Integrated Advisors Network LLC	0.73%	Add +20.3%	163,510	$17.4M
SCS Capital Management LLC	0.18%	Reduce -11.3%	156,628	$16.7M
Aptus Capital Advisors, LLC	0.15%	Reduce -6.0%	154,038	$16.4M
Morton Brown Family Wealth, LLC	4.70%	Reduce -13.1%	153,890	$16.4M
FUKOKU MUTUAL LIFE INSURANCE Co	1.01%	No change	153,000	$16.3M
Clearwater Capital Advisors, LLC	1.38%	Reduce -3.1%	152,217	$16.2M
Stage Harbor Financial, LLC	11.84%	Reduce -1.1%	152,031	$16.2M
Stairway Partners, LLC	0.85%	Reduce -5.2%	150,213	$16.0M
Black Diamond Financial, LLC	1.78%	Add +28.1%	149,154	$15.9M
Capital Insight Partners, LLC	2.61%	Reduce -42.9%	147,836	$15.7M
North Star Investment Management Corp.	1.01%	Add +0.3%	147,808	$15.7M
City of London Investment Management Co. Ltd.	1.13%	Reduce -1.0%	143,979	$15.3M
Chesley Taft & Associates LLC	0.65%	Reduce -1.3%	143,276	$15.3M
Revolve Wealth Partners, LLC	1.82%	Add +6.7%	142,195	$15.1M
Lido Advisors, LLC	0.06%	Add +1.1%	140,393	$15.0M
AlTi Global, Inc.	0.35%	Reduce -24.9%	140,212	$14.9M
Brooklyn FI, LLC	3.32%	Reduce -9.7%	139,567	$14.8M
German American Bancorp, Inc.	1.31%	Add +13.1%	138,853	$14.8M
GAMMA Investing LLC	0.82%	Add +24.5%	138,830	$14.8M
Capital Analysts, LLC	0.43%	Add +7.5%	138,218	$14.7M
Northeast Financial Group, Inc.	3.66%	Add +18.4%	137,990	$14.7M
UNIVEST FINANCIAL Corp	0.82%	Add +2.2%	137,443	$14.6M
Seeds Investor LLC	3.08%	Reduce -47.4%	137,196	$14.6M
Brown Wealth Management, LLC	4.09%	Add +12.0%	136,750	$14.6M
Waterloo Capital, L.P.	1.07%	Add +12.1%	135,541	$14.4M
Diversified Portfolios, Inc.	1.25%	Reduce -0.1%	132,870	$14.1M
Freestone Capital Holdings, LLC	0.43%	Add +3.0%	131,717	$14.0M
NewEdge Wealth, LLC	0.20%	Add +16.6%	130,908	$14.0M
Altura Wealth Advisors Inc.	6.65%	Add +20.0%	131,117	$14.0M
Alley Investment Management Company, LLC	1.62%	Add +1.6%	130,984	$13.9M
Brookstone Capital Management	0.17%	Add +31.5%	130,663	$13.9M
Towercrest Capital Management	2.22%	Add +5.7%	129,702	$13.8M
Manhattan West Asset Management, LLC	2.89%	Add +4.6%	128,624	$13.7M
First Financial Bank - Trust Division	1.17%	Reduce -1.6%	128,558	$13.7M
Citizens Financial Group Inc.	0.19%	Reduce -4.5%	128,385	$13.7M
CIBC Private Wealth Group LLC	0.02%	Reduce -42.2%	125,920	$13.4M
Waverly Advisors, LLC	0.13%	Reduce -0.5%	124,653	$13.3M
Single Point Partners, LLC	2.66%	Reduce -0.8%	122,848	$13.1M
Dakota Wealth Management	0.26%	Add +8.6%	121,637	$13.0M
Clearstead Advisors, LLC	0.19%	Reduce -1.9%	120,541	$12.8M
Horiko Capital Management LLC	3.01%	Add +37.7%	119,200	$12.7M
HRT Financial LP	0.05%	New	118,679	$12.6M
&partners	0.08%	Reduce -8.4%	118,604	$12.6M
Beacon Bridge Wealth Partners, LLC	4.48%	Add +2.3%	118,301	$12.6M
Robertson Stephens Wealth Management, LLC	0.38%	Reduce -14.1%	118,066	$12.6M
Advisory Services Network, LLC	0.18%	Reduce -7.7%	117,717	$12.5M
Vise Technologies, Inc.	0.46%	Add +31.1%	116,866	$12.4M
Heritage Wealth Management, Inc./Texas	5.46%	Reduce -6.0%	116,368	$12.4M
Deutsche Bank AG	0.00%	Reduce -0.4%	116,035	$12.4M
Verus Wealth Management, LLC	11.48%	Reduce -2.6%	115,534	$12.3M
Kestra Private Wealth Services, LLC	0.16%	Add +8.4%	113,569	$12.1M
Albion Financial Group	0.72%	Reduce -1.0%	112,501	$12.0M
Skyline Advisors, Inc.	4.01%	Add +68.3%	109,326	$11.6M
Veery Capital, LLC	3.66%	Add +3.2%	108,980	$11.6M
Ellevest, Inc.	1.64%	Reduce -5.9%	107,603	$11.5M
Capstone Investment Advisors, LLC	0.12%	New	107,601	$11.5M
Aquire Wealth Advisors, LLC	2.79%	Add +2.6%	106,269	$11.3M
Leonard Rickey Investment Advisors P.L.L.C.	2.12%	Reduce -3.9%	105,677	$11.3M
Lindenwold Advisors, INC	5.31%	Add +8.6%	105,536	$11.2M
Fifth Third Bancorp	0.04%	Add +8.7%	105,054	$11.2M
PDS Planning, Inc	0.77%	Reduce -3.1%	105,049	$11.2M
Apeiron RIA LLC	2.51%	Reduce -7.1%	104,537	$11.1M
Global Wealth Strategies & Associates	2.84%	Add +9.7%	103,739	$11.0M
Rinkey Investments	2.87%	Add +4.9%	101,547	$10.8M
Great Valley Advisor Group, Inc.	0.22%	Reduce -6.5%	100,876	$10.7M
Nisa Investment Advisors, LLC	0.04%	Reduce -75.3%	100,530	$10.7M
Fiduciary Trust Co	0.12%	Reduce -9.9%	99,365	$10.6M
Mather Group, Llc.	0.11%	Reduce -8.3%	99,039	$10.5M
Martel Wealth Advisors LLC	1.84%	Add +7.0%	98,656	$10.5M
25 LLC	3.55%	Reduce -4.7%	97,800	$10.4M
Nicolet Advisory Services, LLC	0.80%	Add +0.6%	96,334	$10.3M
Tyche Wealth Partners LLC	1.79%	Add +119.0%	95,739	$10.2M
Sigma Planning Corp	0.29%	Reduce -19.8%	94,523	$10.1M
Weitzel Financial Services, Inc.	4.08%	Reduce -0.6%	93,879	$10.0M
Ullmann Wealth Partners Group, LLC	1.09%	Reduce -0.1%	93,963	$10.0M
Granite Harbor Advisors, Inc.	4.19%	Reduce -0.1%	93,508	$10.0M
Orin Green Financial, LLC	3.95%	Reduce -4.6%	92,887	$9.9M
Connecticut Wealth Management, LLC	0.44%	Add +28.2%	92,546	$9.9M
Laird Norton Wetherby Trust Company, LLC	1.69%	Reduce -3.3%	92,430	$9.8M
Diversified Enterprises, LLC	0.66%	Add +3.5%	91,999	$9.8M
Fragasso Financial Advisors Inc	0.61%	Reduce -17.6%	91,314	$9.7M
Bragg Financial Advisors, Inc	0.32%	Add +6.6%	90,923	$9.7M
Smith & Howard Wealth Management, LLC	2.23%	Add +0.4%	89,821	$9.6M
Simplicity Wealth,LLC	0.55%	Reduce -47.6%	89,752	$9.6M
First Citizens Asset Management, Inc.	3.38%	Reduce -48.5%	89,351	$9.5M
Stonehage Fleming Financial Services Holdings Ltd	0.27%	Add +29.8%	88,662	$9.4M
American Century Companies Inc.	0.00%	No change	88,600	$9.4M
Russell Investments Group, Ltd.	0.01%	Add +26.7%	88,010	$9.4M
First Citizens Investor Services, Inc.	3.61%	—	87,772	$9.3M
Valmark Advisers, Inc.	0.12%	Add +3.2%	87,767	$9.3M
Harbor Group, Inc.	1.48%	Reduce -10.4%	87,186	$9.3M
Regal Investment Advisors LLC	0.60%	Add +7.4%	85,924	$9.2M
Baron Silver Stevens Financial Advisors, LLC	1.34%	Reduce -5.6%	85,882	$9.1M
Prairieview Wealth Partners, LLC	8.56%	Reduce -1.8%	85,556	$9.1M
BCO Wealth Management LLC	5.99%	Reduce -2.4%	85,218	$9.1M
CWA Asset Management Group, LLC	0.34%	Reduce -15.1%	85,068	$9.1M
Fiduciary Financial Group, LLC	1.43%	Add +0.4%	84,981	$9.0M
Summit Wealth Group, LLC	2.14%	Reduce -2.4%	83,019	$8.8M
WealthCollab, LLC	4.08%	Add +26.9%	83,014	$8.8M
Confluence Wealth Services, Inc.	0.44%	Add +7.0%	82,922	$8.8M
Wealth Advisory Solutions, LLC	2.13%	Add +0.2%	82,658	$8.8M
Zions Bancorporation, National Association	0.43%	Add +169.0%	82,124	$8.7M
BTC Capital Management, Inc.	0.60%	Add +11.0%	81,962	$8.7M
Atria Investments, Inc	0.10%	Reduce -6.7%	81,311	$8.7M
Legacy Private Trust Co.	0.52%	Add +25.2%	80,970	$8.6M
Patriot Investment Management Group, Inc.	0.55%	Add +20.4%	79,119	$8.4M
Okabena Investment Services Inc.	1.63%	Reduce -2.4%	78,744	$8.4M
St Germain D J Co. Inc.	0.33%	Reduce -1.9%	78,365	$8.3M
Liberty Capital Management, Inc.	1.57%	Add +506.1%	78,259	$8.3M
Alliance Wealth Management Group	1.85%	Add +8.4%	78,040	$8.3M
Asio Capital, LLC	1.24%	Reduce -2.3%	77,485	$8.3M
Principal Securities, Inc.	0.14%	Add +3.5%	77,473	$8.3M
Barclays PLC	0.00%	New	76,734	$8.2M
SVB Wealth LLC	0.44%	Reduce -39.6%	76,172	$8.1M
Pure Financial Advisors, LLC	0.13%	Add +39.6%	75,986	$8.1M
Gerber Kawasaki Wealth & Investment Management	0.28%	Add +6.0%	75,549	$8.0M
Summit Financial, LLC	0.12%	Add +6.2%	75,484	$8.0M
IMPACTfolio, LLC	3.47%	Add +10.9%	75,481	$8.0M
Pines Wealth Management, LLC	2.69%	Add +3.9%	74,944	$8.0M
Moller Wealth Partners	1.65%	Add +3.7%	74,345	$7.9M
Atlatl Advisers LLC	3.13%	Add +16.6%	74,050	$7.9M
Catalyst Financial Partners LLC	0.95%	Reduce -19.5%	73,916	$7.9M
Savant Capital, LLC	0.05%	Add +17.7%	73,124	$7.8M
Legacy Financial Strategies, LLC	1.40%	Add +8.0%	72,798	$7.8M
Kayne Anderson Rudnick Investment Management LLC	0.02%	Reduce -7.4%	72,692	$7.7M
Wealthcare Capital Management LLC	0.77%	Add +23.7%	71,605	$7.6M
Clarity Asset Management, Inc.	4.28%	Add +5.1%	71,589	$7.6M
Acropolis Investment Management, LLC	0.39%	Add +12.0%	72,880	$7.6M
Private Wealth Management Group, LLC	2.10%	Reduce -7.1%	71,497	$7.6M
BIP Wealth, LLC	0.37%	Add +171.2%	71,152	$7.6M
One Wealth Capital Management, LLC	3.40%	Reduce -6.4%	71,070	$7.6M
D L Carlson Investment Group Inc.	1.24%	Reduce -19.7%	69,618	$7.4M
WealthShield Partners, LLC	0.84%	Reduce -0.3%	69,395	$7.4M
BSW Wealth Partners	0.92%	Reduce -7.7%	69,115	$7.4M
Brandywine Oak Private Wealth LLC	0.64%	Add +3.4%	68,716	$7.3M
May Hill Capital, LLC	2.14%	Add +6.4%	68,474	$7.3M
Tilson Financial Group, Inc.	2.39%	Add +26.7%	68,345	$7.3M
Bartlett & Co. Wealth Management LLC	0.10%	Add +5.8%	68,289	$7.3M
Ashton Thomas Private Wealth, LLC	0.19%	Add +10.7%	67,615	$7.2M
RFP Financial Group LLC	2.87%	Reduce -1.0%	66,019	$7.0M
Caliber Wealth Management, LLC / KS	0.78%	Reduce -4.1%	65,856	$7.0M
Wolverine Trading, LLC	0.14%	Reduce -13.0%	65,791	$7.0M
GM Advisory Group, LLC	0.30%	Reduce -10.0%	65,729	$7.0M
Brown Advisory Inc.	0.01%	Add +4.7%	64,769	$6.9M
Flputnam Investment Management Co.	0.10%	Reduce -13.0%	64,526	$6.9M
BNP Paribas Financial Markets	0.01%	Add +11.6%	63,956	$6.8M
Kingdom Financial Group LLC.	4.15%	Add +15.2%	63,752	$6.8M
Focus Financial Network, Inc.	0.24%	Add +1.1%	63,113	$6.7M
San Luis Wealth Advisors LLC	1.20%	Add +7.2%	62,702	$6.7M
Keebeck Wealth Management	0.79%	Reduce -8.3%	62,557	$6.7M
Wit, LLC	0.15%	Reduce -0.1%	61,978	$6.6M
High Falls Advisors, Inc	1.35%	Add +4.5%	61,601	$6.6M
Edgestream Partners, L.P.	0.19%	Add +79.1%	61,154	$6.5M
Fulton Breakefield Broenniman LLC	0.42%	Add +8.0%	60,896	$6.5M
Bridge Generations Wealth Management LLC	4.30%	Add +34.2%	60,862	$6.5M
Advus Financial Partners, LLC	1.56%	Reduce -9.5%	60,849	$6.5M
Exencial Wealth Advisors, LLC	0.21%	Add +13.5%	60,818	$6.5M
Dogwood Wealth Management LLC	2.94%	Add +3.5%	60,691	$6.5M
TD Private Client Wealth LLC	0.14%	Reduce -28.7%	59,438	$6.3M
Arkansas Financial Group, Inc.	0.93%	Reduce -16.6%	59,194	$6.3M
Wrenne Financial Planning LLC	2.68%	Add +16.4%	58,886	$6.3M
21 West Wealth Management LLC	5.87%	Add +0.2%	58,108	$6.2M
Proathlete Wealth Management LLC	1.77%	Add +6.3%	57,883	$6.2M
Aua Capital Management, LLC	3.44%	Add +0.7%	57,585	$6.1M
Founders Financial Securities LLC	0.41%	Reduce -10.3%	56,721	$6.0M
Fairview Capital Investment Management, LLC	0.31%	Add +1.6%	56,550	$6.0M
NewSquare Capital LLC	0.41%	Add +9.1%	56,504	$6.0M
Prospera Financial Services Inc	0.10%	Add +1.8%	56,362	$6.0M
Horizon Investments, LLC	0.08%	Reduce -0.1%	56,594	$6.0M
Readystate Asset Management LP	0.58%	New	56,160	$6.0M
Naples Global Advisors, LLC	0.46%	Add +8.4%	55,967	$6.0M
Stone House Investment Management, LLC	1.00%	Reduce -9.1%	55,503	$5.9M
Anderson Hoagland & Co.	0.53%	Add +0.7%	55,450	$5.9M
Foster & Motley Inc.	0.31%	Add +1.5%	54,767	$5.8M
Capital Investment Services of America, Inc.	0.52%	Reduce -3.5%	54,629	$5.8M
Smithfield Trust Co	0.26%	Add +2.4%	54,466	$5.8M
LifeWealth Investments, LLC	1.90%	Add +7.6%	54,192	$5.8M
Seaside Wealth Management, Inc.	1.71%	Add +0.7%	54,080	$5.8M
Level Wealth Management LLC	3.03%	Add +21.6%	53,997	$5.8M
Somnio Financial Group, LLC	3.85%	Add +2.4%	53,325	$5.7M
BlackRock, Inc.	0.00%	Reduce -21.6%	53,001	$5.6M
Davidson Investment Advisors	0.24%	Reduce -5.0%	52,707	$5.6M
Forza Wealth Management, LLC	2.15%	Add +5.8%	52,600	$5.6M
Presilium Private Wealth, LLC	1.06%	Add +5.8%	52,388	$5.6M
Alpha Financial Partners LLC	3.62%	Reduce -5.5%	52,207	$5.6M
GenTrust, LLC	0.25%	Add +2.5%	51,879	$5.5M
Compound Planning, Inc.	0.18%	Add +38.9%	51,752	$5.5M
Aletheian Wealth Advisors LLC	2.56%	Add +8.2%	51,663	$5.5M
Exchange Bank	3.80%	No change	51,375	$5.5M
RFG Advisory, LLC	0.11%	Add +37.2%	51,319	$5.5M
Austin Private Wealth, LLC	0.42%	Reduce -25.7%	50,789	$5.4M
Prosperity Consulting Group, LLC	0.27%	Add +107.3%	50,702	$5.4M
Partners in Financial Planning	0.93%	Add +13.4%	50,484	$5.4M
Phillips Financial Management, LLC	0.35%	Reduce -8.3%	50,406	$5.4M
Connable Office Inc.	0.50%	Add +214.0%	50,256	$5.4M
Elm Partners Management LLC	0.27%	Reduce -20.1%	50,152	$5.3M
Precedent Wealth Partners, LLC	1.17%	Add +1.5%	49,821	$5.3M
Premier Path Wealth Partners, LLC	0.68%	Add +30.5%	49,812	$5.3M
Gutierrez Wealth Advisory, LLC	3.35%	Add +0.2%	49,196	$5.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.11%	Add +1.5%	49,104	$5.2M
HUB Investment Partners, LLC	0.19%	Add +7.4%	48,719	$5.2M
Watershed Private Wealth LLC	1.63%	Reduce -14.4%	48,475	$5.2M
Biltmore Family Office, LLC	0.73%	Reduce -4.2%	48,328	$5.1M
Vannoy Advisory Group, Inc.	3.34%	Reduce -13.9%	48,055	$5.1M
ONE Advisory Partners, LLC	1.57%	Add +7.7%	47,788	$5.1M
Nuveen, LLC	0.00%	Reduce -72.3%	47,913	$5.1M
Traphagen Investment Advisors LLC	0.44%	Add +10.9%	47,898	$5.1M
K2 Financial Inc.	4.08%	Add +4.0%	47,458	$5.1M
Kingsview Wealth Management, LLC	0.08%	Add +14.3%	47,571	$5.1M
Strategic Blueprint, LLC	0.22%	Reduce -11.9%	47,488	$5.1M
Sand Hill Global Advisors, LLC	0.18%	Reduce -34.5%	47,287	$5.0M
Traveka Wealth, LLC	2.23%	Reduce -1.2%	46,885	$5.0M
Armor Investment Advisors, LLC	1.58%	Reduce -1.7%	46,831	$5.0M
Stephens Inc.	0.06%	Reduce -8.8%	46,754	$5.0M
Financial Life Advisors	1.59%	Reduce -5.2%	46,337	$4.9M
Lifeworks Advisors, LLC	0.66%	Reduce -2.0%	46,103	$4.9M
Global Retirement Partners, LLC	0.11%	Add +1.8%	46,054	$4.9M
MIdWestOne Financial Group, Inc.	0.59%	Add +4.6%	45,929	$4.9M
True Vision MN LLC	2.55%	Reduce -6.4%	45,900	$4.9M
Johnson Financial Group, Inc.	0.18%	Reduce -36.9%	45,767	$4.9M
Wealth Management Resources, Inc.	1.57%	Reduce -5.0%	45,634	$4.9M
Hassell Wealth Management, LLC	1.69%	Add +0.0%	45,634	$4.9M
First American Trust, FSB	0.35%	Reduce -0.1%	45,428	$4.8M
CGN Advisors LLC	0.39%	Reduce -41.1%	44,927	$4.8M
Mainsail Financial Group, LLC	2.05%	Add +29.2%	44,701	$4.8M
Focus Partners Advisor Solutions, LLC	0.05%	Reduce -8.9%	44,343	$4.7M
Valeo Financial Advisors, LLC	0.11%	Add +5.2%	44,229	$4.7M
Dravo Bay LLC	2.07%	Add +1.6%	44,088	$4.7M
Brio Consultants, LLC	0.64%	Reduce -6.5%	43,825	$4.7M
Zhang Financial LLC	0.19%	Add +36.2%	43,754	$4.7M
Capital Advisors Wealth Management, LLC	0.66%	Reduce -4.6%	43,749	$4.7M
First Business Financial Services, Inc.	0.43%	Add +1.4%	43,656	$4.6M
CreativeOne Wealth, LLC	0.11%	Add +8.0%	43,562	$4.6M
Motive Wealth Advisors	2.00%	Add +18.8%	43,491	$4.6M
Ironwood Wealth Management, LLC.	1.55%	Add +38.4%	43,311	$4.6M
BCGM Wealth Management, LLC	1.20%	Add +12.1%	43,304	$4.6M
Greenleaf Trust	0.04%	Reduce -1.2%	42,933	$4.6M
Joel Isaacson & Co., LLC	0.16%	Add +0.6%	42,840	$4.6M
Burt Wealth Advisors	1.11%	Add +4.8%	42,541	$4.5M
Foundations Investment Advisors, LLC	0.07%	Reduce -8.1%	42,520	$4.5M
Westover Capital Advisors, LLC	0.84%	Add +4.2%	42,428	$4.5M
Opus Capital Group, LLC	0.50%	Reduce -0.8%	42,087	$4.5M
Mayflower Financial Advisors, LLC	0.56%	Reduce -18.0%	42,055	$4.5M
Austin Wealth Management, LLC	0.70%	Reduce -0.1%	41,509	$4.5M
Advyzon Investment Management, LLC	0.76%	Add +18.1%	41,426	$4.4M
Synovus Financial Corp.	0.05%	Reduce -1.5%	41,166	$4.4M
GFS Advisors, LLC	0.56%	Reduce -12.2%	41,000	$4.4M
Charles Schwab Investment Management Inc.	0.00%	Reduce -26.0%	40,973	$4.4M
Johnson Bixby & Associates, LLC	0.56%	Add +3.3%	40,948	$4.4M
Mirae Asset Global Investments Co., Ltd.	0.01%	Add +1205.5%	40,600	$4.3M
Avid Wealth Partners LLC	2.15%	Add +64.8%	40,553	$4.3M
Leeward Financial Partners, LLC	1.23%	Add +16.9%	40,518	$4.3M
Midwest Trust Co	0.06%	Reduce -7.8%	40,232	$4.3M
McAdam, LLC	0.21%	Add +11.4%	40,202	$4.3M
First Commonwealth Financial Corp	0.72%	New	40,135	$4.3M
Beaird Harris Wealth Management, LLC	0.30%	Add +2.4%	40,086	$4.3M
Life Planning Partners, Inc	3.11%	Add +0.0%	39,970	$4.3M
Chesapeake Capital Corp.	3.82%	—	39,960	$4.3M
Tidal Investments LLC	0.02%	New	39,960	$4.2M
Benjamin Edwards Inc.	0.05%	Reduce -37.0%	39,635	$4.2M
HSBC Holdings PLC	0.00%	Reduce -88.6%	39,425	$4.2M
Sovran Advisors, LLC	0.37%	Reduce -6.6%	39,089	$4.2M
Quantinno Capital Management LP	0.01%	Add +37.9%	39,267	$4.2M
Belpointe Asset Management LLC	0.16%	Add +6.4%	39,123	$4.2M
Durante & Waters, LLC	3.05%	Add +5.4%	38,913	$4.1M
Curbstone Financial Management Corp	0.79%	Add +2.5%	38,792	$4.1M
Avidian Wealth Enterprises, LLC	0.16%	Reduce -2.0%	38,779	$4.1M
Blue Trust, Inc.	0.05%	Add +8.1%	38,762	$4.1M
Galvin, Gaustad & Stein, LLC	0.34%	Add +8.0%	38,739	$4.1M
Blair William & Co.	0.01%	Add +1.1%	38,616	$4.1M
Ameritas Investment Partners, Inc.	0.13%	Reduce -1.2%	38,583	$4.1M
TD Capital Management LLC	0.37%	Reduce -16.5%	38,577	$4.1M
Chicago Partners Investment Group LLC	0.11%	Add +0.3%	38,109	$4.1M
First National Trust Co	0.14%	Reduce -5.5%	37,385	$4.0M
Visionary Wealth Advisors	0.19%	Add +84.2%	37,295	$4.0M
Cascade Financial Partners, LLC	0.45%	Add +8.1%	37,005	$3.9M
Concurrent Investment Advisors, LLC	0.07%	Reduce -3.7%	36,412	$3.9M
Insight Wealth Strategies, LLC	0.46%	Reduce -0.5%	36,396	$3.9M
TruNorth Capital Management, LLC	0.75%	Add +13.2%	35,764	$3.8M
Mission Wealth Management, LP	0.08%	Reduce -5.5%	35,726	$3.8M
Westside Investment Management, Inc.	0.60%	Add +4.5%	35,559	$3.8M
ORG Partners LLC	0.70%	Add +39.4%	35,240	$3.8M
Bare Financial Services, Inc	1.11%	Add +3.0%	34,957	$3.7M
Sterling Investment Advisors, Ltd.	0.71%	Add +9.7%	34,390	$3.7M
Verus Capital Partners, LLC	0.28%	Add +7.3%	34,244	$3.6M
Thrive Wealth Management, LLC	0.54%	Reduce -67.3%	33,896	$3.6M
Grove Bank & Trust	0.42%	Reduce -12.8%	33,757	$3.6M
Topsail Wealth Management, LLC	0.60%	Add +0.8%	33,543	$3.6M
Investment Management Associates Inc.	1.05%	No change	33,191	$3.5M
Waterford Advisors, LLC	1.22%	Add +3070.3%	33,098	$3.5M
Triad Wealth Partners, LLC	0.45%	Add +122.0%	32,957	$3.5M
Hancock Whitney Corp.	0.06%	Reduce -10.8%	32,787	$3.5M
Eagle Rock Investment Company, LLC	0.52%	Reduce -1.2%	32,696	$3.5M
CFS Investment Advisory Services, LLC	0.26%	Add +2.8%	32,227	$3.5M
Sincerus Advisory, LLC	2.96%	Add +12.3%	32,479	$3.5M
Whittier Trust Co. of Nevada Inc.	0.07%	Reduce -5.5%	32,342	$3.4M
Blueprint Financial Advisors LLC	0.74%	Add +5.5%	32,289	$3.4M
SevenBridge Financial Group, LLC	0.56%	Add +2.1%	31,616	$3.4M
Creative Financial Designs Inc.	0.23%	Reduce -16.4%	31,705	$3.4M
First Horizon Corp.	0.16%	—	31,597	$3.4M
Baker Avenue Asset Management, LP	0.08%	Add +3.3%	31,585	$3.4M
Insight Wealth Partners, LLC	1.49%	Add +19.2%	31,580	$3.4M
Trinity Wealth Management, LLC	1.26%	Add +6.7%	31,549	$3.4M
Seven Mile Advisory	0.55%	New	31,422	$3.3M
IFP Advisors, Inc	0.09%	Add +26.5%	31,253	$3.3M
Joseph Group Capital Management	0.94%	Add +0.4%	31,132	$3.3M
Sax Wealth Advisors, LLC	0.18%	Add +46.4%	30,913	$3.3M
Venturi Wealth Management, LLC	0.15%	Add +24.9%	30,908	$3.3M
Apollon Wealth Management, LLC	0.06%	Reduce -10.4%	30,753	$3.3M
Partners Capital Investment Group, LLP	0.13%	Add +4.8%	30,632	$3.3M
Parallel Advisors, LLC	0.06%	Add +5.8%	30,446	$3.2M
Lazard Asset Management LLC	0.00%	New	30,228	$3.2M
Wedbush Securities Inc.	0.10%	Reduce -6.1%	30,051	$3.2M
Clifford Group, LLC	2.49%	Reduce -30.4%	29,983	$3.2M
Ahl Investment Management, Inc.	2.18%	Add +19.7%	29,961	$3.2M
Flagstone Financial Management	0.84%	Add +59.8%	29,737	$3.2M
Joel Adams & Associates, Inc.	2.55%	Add +23.4%	29,719	$3.2M
Smartleaf Asset Management LLC	0.20%	Add +88.0%	29,623	$3.2M
McNaughton Wealth Management, LLC	1.33%	Add +5.4%	29,579	$3.1M
Symphony Financial, Ltd. Co.	0.38%	Add +5.5%	29,557	$3.1M
First Foundation Advisors	0.12%	Add +26.3%	29,358	$3.1M
Graver Capital Management, LLC	2.63%	Add +2.0%	29,355	$3.1M
von Borstel & Associates, Inc.	0.48%	New	29,042	$3.1M
FourThought Financial Partners, LLC	0.27%	Reduce -16.1%	28,839	$3.1M
Dorsey & Whitney Trust CO LLC	0.16%	Reduce -1.2%	28,823	$3.1M
Wayfinding Financial, LLC	1.32%	Reduce -1.2%	28,769	$3.1M
Investment Partners, LTD.	1.08%	Add +15.7%	28,725	$3.1M
Dynamic Advisor Solutions LLC	0.09%	Reduce -6.7%	28,543	$3.0M
Maia Wealth LLC	0.51%	Add +18.9%	28,098	$3.0M
Cary Street Partners Financial LLC	0.08%	Add +15.5%	27,934	$3.0M
Investment Research Partners LLC	1.33%	—	27,624	$3.0M
Larson Financial Group LLC	0.10%	Add +186.6%	27,846	$3.0M
Cannon Financial Strategists, Inc.	0.42%	Reduce -0.2%	27,832	$3.0M
Level Four Advisory Services, LLC	0.10%	Add +1.5%	27,819	$3.0M
Financial Advocates Investment Management	1.65%	Reduce -42.6%	27,564	$2.9M
Wealth Alliance, LLC	0.30%	Reduce -1.0%	27,307	$2.9M
Windward Private Wealth Management Inc.	1.00%	Add +1.4%	27,127	$2.9M
Arkadios Wealth Advisors	0.07%	Add +72.5%	27,052	$2.9M
Stokes Family Office, LLC	0.27%	Add +28.3%	26,941	$2.9M
Smart Money Group LLC	0.85%	Add +3.8%	26,890	$2.9M
SteelPeak Wealth, LLC	0.10%	Reduce -8.0%	26,824	$2.9M
Abound Wealth Management	0.71%	Add +3.9%	26,809	$2.9M
Diversify Advisory Services, LLC	0.10%	Add +188.1%	26,594	$2.8M
Avant Financial Advisors LLC	2.14%	Reduce -43.4%	26,734	$2.8M
Blueprint Investment Partners LLC	0.40%	Add +30.4%	26,720	$2.8M
FFT Wealth Management LLC	0.52%	Reduce -8.0%	26,623	$2.8M
Voisard Asset Management Group, Inc.	0.66%	Add +1.6%	26,590	$2.8M
Americana Partners, LLC	0.08%	Add +0.1%	26,444	$2.8M
Narus Financial Partners, LLC	0.77%	Add +13.1%	26,374	$2.8M
Aspire Private Capital, LLC	0.61%	Add +3.6%	26,276	$2.8M
Bleakley Financial Group, LLC	0.06%	Reduce -13.5%	26,258	$2.8M
JB Capital LLC	0.12%	Add +17.1%	26,247	$2.8M
Forum Financial Management, LP	0.04%	Reduce -15.6%	26,178	$2.8M
Waller Financial Planning Group, Inc.	0.64%	Reduce -4.2%	26,073	$2.8M
Fifth Third Securities, Inc.	0.19%	Add +33.4%	25,890	$2.8M
Bailard, Inc.	0.06%	Reduce -59.6%	25,823	$2.7M
Astoria Strategic Wealth, Inc.	0.69%	Reduce -64.8%	25,782	$2.7M
Hudock, Inc.	0.42%	Reduce -73.5%	25,761	$2.7M
CVA Family Office, LLC	0.35%	Add +12.4%	25,715	$2.7M
Francis Financial, Inc.	0.49%	Add +20.5%	25,665	$2.7M
Cornerstone Wealth Management, LLC	0.15%	Add +0.8%	25,596	$2.7M
Caldwell Trust Co	0.25%	Reduce -12.0%	25,589	$2.7M
Ethos Financial Group, LLC	0.21%	Add +22.9%	25,293	$2.7M
IFG Advisory, LLC	0.12%	Add +6.0%	25,279	$2.7M
Rosenberg Matthew Hamilton	0.58%	Reduce -7.6%	25,255	$2.7M
Strive Asset Management, LLC	1.46%	Reduce -24.9%	25,214	$2.7M
Strategies Wealth Advisors, LLC	0.28%	Reduce -4.9%	25,209	$2.7M
Physician Wealth Solutions Inc.	1.17%	No change	25,080	$2.7M
Moneta Group Investment Advisors LLC	0.02%	Add +343.6%	25,040	$2.7M
Arcadia Wealth Management, LLC	1.05%	Reduce -5.3%	24,857	$2.6M
Stephenson & Company, Inc.	1.51%	No change	24,707	$2.6M
Snowden Capital Advisors LLC	0.07%	Add +0.0%	24,570	$2.6M
Hengehold Capital Management LLC	0.22%	Add +4.1%	24,362	$2.6M
Financial Strategies Group, Inc.	0.49%	Add +1.5%	24,028	$2.6M
Financial Insights, Inc.	0.85%	Reduce -23.6%	24,108	$2.6M
Fortis Capital Advisors, LLC	0.41%	Add +7.8%	24,097	$2.6M
Capital Management Associates, Inc	0.69%	Reduce -31.1%	24,042	$2.6M
IHT Wealth Management, LLC	0.06%	Reduce -9.6%	23,969	$2.6M
Allspring Global Investments Holdings, LLC	0.00%	Reduce -77.6%	23,921	$2.5M
White Lighthouse Investment Management Inc.	0.39%	Reduce -4.8%	23,895	$2.5M
Bryn Mawr Trust Advisors, LLC	0.13%	Reduce -21.0%	23,727	$2.5M
MCF Advisors LLC	0.15%	No change	23,701	$2.5M
U.S. Capital Wealth Advisors, LLC	0.07%	Add +5.2%	23,573	$2.5M
Ieq Capital, LLC	0.01%	Reduce -21.6%	23,422	$2.5M
Cypress Wealth Services, LLC	0.41%	Reduce -1.6%	23,318	$2.5M
Redwood Investment Management, LLC	0.27%	Add +8.2%	23,316	$2.5M
Donaldson Capital Management, LLC	0.08%	Add +224.7%	23,173	$2.5M
Client First Capital LLC	1.09%	No change	23,079	$2.5M
Plum Street Advisors, LLC	0.94%	Add +3.7%	22,923	$2.4M
Smallwood Wealth Investment Management, LLC	1.25%	Reduce -11.4%	22,894	$2.4M
Confluence Investment Management LLC	0.03%	Reduce -60.6%	22,861	$2.4M
Sharkey, Howes & Javer	0.31%	Add +4.1%	22,829	$2.4M
IFG Advisors, LLC	0.39%	Add +10.2%	22,640	$2.4M
Safir Wealth Advisors, LLC	1.70%	Reduce -12.8%	22,614	$2.4M
Journey Strategic Wealth LLC	0.07%	Reduce -1.0%	22,534	$2.4M
Millennium Management	0.00%	Add +93.2%	22,425	$2.4M
Signal Tree Financial Partners LLC	1.88%	Add +2.2%	22,250	$2.4M
Hoge Financial Services, LLC	1.35%	Reduce -8.8%	22,066	$2.3M
Invested Advisors	3.42%	—	22,129	$2.3M
Precision Wealth Strategies, LLC	0.76%	Reduce -4.8%	21,993	$2.3M
Acima Private Wealth, LLC	0.73%	Add +6.7%	21,972	$2.3M
Two Sigma Securities, LLC	0.34%	New	21,944	$2.3M
Jefferies Financial Group Inc.	0.02%	Add +5.4%	21,934	$2.3M
Patten Group, Inc.	0.45%	Reduce -11.0%	21,915	$2.3M
Hobart Private Capital, LLC	0.49%	Add +23.1%	21,892	$2.3M
Independent Advisor Alliance	0.06%	Reduce -6.5%	21,885	$2.3M
Procyon Advisors, LLC	0.14%	Add +1.5%	21,859	$2.3M
Synergy Asset Management, LLC	0.08%	Add +265.8%	22,079	$2.3M
Northern Trust Corp.	0.00%	Reduce -33.6%	21,826	$2.3M
Crabel Capital Management, LLC	2.08%	Reduce -22.3%	21,811	$2.3M
LPWM LLC	0.62%	Reduce -5.1%	21,688	$2.3M
James Investment Research, Inc.	0.25%	Reduce -5.8%	21,682	$2.3M
Nwam LLC	0.12%	Reduce -4.3%	21,480	$2.3M
Cahill Financial Advisors Inc.	0.26%	Add +122.4%	21,345	$2.3M
Kwmg, LLC	0.20%	Add +13.8%	21,337	$2.3M
Csenge Advisory Group	0.11%	Reduce -15.2%	21,316	$2.3M
Guidance Capital, Inc.	0.59%	Add +20.9%	21,080	$2.3M
MKD Wealth Coaches, LLC	2.26%	Add +1.0%	21,299	$2.3M
Moss Adams Wealth Advisors LLC	0.18%	Reduce -6.6%	21,255	$2.3M
FSM Wealth Advisors, LLC	0.32%	Reduce -21.1%	21,212	$2.3M
Canvas Wealth Advisors, LLC	0.41%	Add +16.2%	21,129	$2.2M
Coastline Trust Co	0.24%	Add +461.6%	20,926	$2.2M
SWS Partners	0.54%	Add +0.5%	20,895	$2.2M
Per Stirling Capital Management, LLC.	0.27%	Reduce -0.5%	20,890	$2.2M
Howard Bailey Securities, LLC	0.63%	Reduce -1.2%	20,868	$2.2M
Cornerstone Planning Group LLC	0.36%	Add +1933.1%	20,697	$2.2M
MY Wealth Management Inc.	1.93%	Reduce -0.0%	20,661	$2.2M
Carl P. Sherr & Co., LLC	1.04%	Add +105.7%	20,637	$2.2M
Professional Financial Advisors, LLC	0.46%	Add +6.7%	20,623	$2.2M
Philadelphia Trust Co.	0.15%	No change	20,554	$2.2M
Apollon Financial, LLC	0.36%	Reduce -3.5%	20,436	$2.2M
Crumly & Associates Inc.	0.47%	Add +92.8%	20,364	$2.2M
Keybank National Association	0.01%	Reduce -33.9%	20,282	$2.2M
First International Bank & Trust	0.75%	Add +1.0%	20,206	$2.2M
MAI Capital Management	0.01%	Reduce -6.4%	20,190	$2.1M
Sage Financial Group Inc.	0.15%	Add +10.0%	20,083	$2.1M
Maridea Wealth Management LLC	0.33%	Add +8.3%	19,857	$2.1M
Money Concepts Capital Corp.	0.13%	Reduce -0.1%	20,024	$2.1M
Accurate Wealth Management, LLC	0.28%	Reduce -8.5%	19,712	$2.1M
Power Wealth Management LLC	0.77%	Reduce -17.1%	19,730	$2.1M
Kings Path Partners LLC	0.77%	Add +11.1%	19,705	$2.1M
Detalus Advisors, LLC	0.54%	Reduce -17.2%	19,683	$2.1M
Patton Albertson Miller Group, LLC	0.25%	Reduce -1.3%	19,552	$2.1M
Texas Capital Bank Wealth Management Services Inc	0.17%	Add +45.8%	19,542	$2.1M
Theory Financial LLC	0.73%	Reduce -11.1%	19,287	$2.1M
Checchi Capital Advisers, LLC	0.14%	Add +16.5%	19,346	$2.1M
Aspen Wealth Management LLC	0.46%	Reduce -7.5%	19,330	$2.1M
Madison Wealth Partners, Inc	0.40%	Add +10.6%	19,223	$2.0M
SigFig Wealth Management, LLC	0.06%	Reduce -21.4%	19,127	$2.0M
Stratos Wealth Advisors, LLC	0.10%	Reduce -4.6%	19,056	$2.0M
Mutual Advisors, LLC	0.04%	Add +4.9%	18,859	$2.0M
Flagship Harbor Advisors, LLC	0.09%	Reduce -11.7%	18,998	$2.0M
Greenspring Advisors, LLC	0.36%	—	18,993	$2.0M
NDWM LLC	1.37%	Add +20.0%	18,976	$2.0M
Capstone Financial Advisors, Inc.	0.11%	Add +1.3%	18,964	$2.0M
Lansing Street Advisors	0.53%	Add +21.5%	18,799	$2.0M
Grey Fox Wealth Advisors, LLC	0.40%	Add +5.7%	18,564	$2.0M
Rehmann Capital Advisory Group	0.11%	Add +3.9%	18,526	$2.0M
WCG Wealth Advisors LLC	0.12%	New	18,406	$2.0M
FAS Wealth Partners, Inc.	0.13%	Add +5.4%	18,248	$1.9M
SMART Wealth LLC	0.73%	Add +6.5%	18,237	$1.9M
Modern Wealth Management, LLC	0.04%	Add +8.2%	18,188	$1.9M
Lineweaver Wealth Advisors, LLC	0.28%	Add +5.8%	18,144	$1.9M
Centennial Bank	0.76%	Add +262.2%	18,111	$1.9M
Grand Wealth Management, LLC	0.93%	Add +2.3%	18,026	$1.9M
Gen-Wealth Partners Inc	0.65%	Reduce -18.2%	17,987	$1.9M
TBH Global Asset Management, LLC	0.37%	New	17,955	$1.9M
LifePlan Investment Advisors, Inc.	0.80%	Add +1.0%	17,858	$1.9M
Lowe Brockenbrough & Co. Inc.	0.10%	Reduce -15.4%	17,851	$1.9M
AdvisorNet Financial, Inc	0.11%	Reduce -13.7%	17,675	$1.9M
Running Point Capital Advisors, LLC	0.50%	Add +4.3%	17,482	$1.9M
DORVAL Corp	0.61%	Add +12.1%	17,366	$1.8M
Ballentine Partners, LLC	0.03%	Add +0.4%	17,311	$1.8M
Regimen Wealth, LLC	0.54%	Add +0.8%	17,223	$1.8M
Private Client Services, LLC	0.61%	Add +62.1%	17,121	$1.8M
Main Street Financial Solutions, LLC	0.12%	Reduce -11.3%	17,114	$1.8M
Independent Financial Group, LLC	0.04%	Add +12.7%	17,028	$1.8M
Capital Investment Advisors, LLC	0.03%	Add +3.1%	16,961	$1.8M
J.W. Cole Advisors, Inc.	0.03%	Add +15.3%	16,958	$1.8M
Keystone Wealth Services, LLC	0.39%	Reduce -0.6%	16,896	$1.8M
Bernardo Wealth Planning LLC	0.35%	Add +5.1%	16,818	$1.8M
Equita Financial Network, Inc.	0.60%	Reduce -6.8%	16,795	$1.8M
SOL Capital Management CO	0.16%	Reduce -15.1%	16,765	$1.8M
CV Advisors LLC	0.49%	Add +12.7%	16,740	$1.8M
Forte Asset Management LLC	0.85%	Reduce -1.5%	16,676	$1.8M
Retirement Wealth Solutions LLC	1.17%	Reduce -21.2%	16,656	$1.8M
Alhambra Investment Management LLC	0.84%	Reduce -24.3%	16,631	$1.8M
Graves Light Lenhart Wealth, Inc.	0.20%	Reduce -0.7%	16,546	$1.8M
Cornerstone Investment Partners, LLC	0.07%	Reduce -3.2%	16,531	$1.8M
Sterling Financial Planning, Inc.	0.55%	Reduce -4.5%	16,502	$1.8M
Collective Family Office LLC	0.42%	Add +2.8%	16,463	$1.8M
Synergy Investment Management, LLC	0.67%	Add +44.3%	16,430	$1.7M
White & Co Financial Planning Inc	1.32%	Add +8.6%	16,430	$1.7M
Stephen J. Garry & Associates, LLC	1.40%	Reduce -9.4%	16,420	$1.7M
Pinnacle Associates Ltd.	0.02%	Add +24.1%	16,211	$1.7M
Breakwater Capital Group	0.25%	Add +0.5%	16,180	$1.7M
Accredited Investor Services, LLC	1.18%	Add +0.3%	16,148	$1.7M
Spinnaker Trust	0.09%	No change	16,041	$1.7M
Croban	1.13%	Reduce -9.9%	15,982	$1.7M
Riversedge Advisors, LLC	0.28%	Reduce -3.4%	15,932	$1.7M
United Bank	0.20%	Add +4.4%	15,932	$1.7M
Cannon Advisors, Inc.	1.13%	Reduce -8.4%	15,607	$1.7M
Claro Advisors Inc.	0.24%	Add +10.5%	15,755	$1.7M
Advisory Alpha, LLC	0.05%	Add +6.0%	15,716	$1.7M
FC Advisory LLC	0.49%	Add +15.2%	15,686	$1.7M
Brasada Capital Management, LP	0.28%	Add +128.1%	15,624	$1.7M
Apex Wealth Management, LLC	1.18%	Add +641.9%	15,557	$1.7M
FLP Wealth Management, LLC	4.66%	Reduce -12.8%	15,529	$1.7M
Colton Groome Financial Advisors, LLC	0.50%	Add +8.6%	15,415	$1.6M
Mattson Financial Services, LLC	0.39%	New	15,358	$1.6M
Guardian Wealth Advisors, LLC / NC	0.11%	Add +0.7%	15,330	$1.6M
Kingswood Wealth Advisors, LLC	0.10%	Add +26.4%	15,290	$1.6M
Beaumont Financial Advisors, LLC	0.11%	Reduce -1.1%	15,212	$1.6M
VestGen Advisors, LLC	0.05%	Add +25.4%	15,177	$1.6M
Dean Investment Associates, LLC	0.23%	Reduce -0.4%	15,130	$1.6M
Factor Wealth Management LTD	0.40%	Reduce -7.3%	15,122	$1.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.09%	Add +0.3%	15,084	$1.6M
AlphaCore Capital LLC	0.05%	Add +0.0%	15,078	$1.6M
Motley Fool Wealth Management, LLC	0.11%	Add +0.1%	15,001	$1.6M
Juncture Wealth Strategies, LLC	0.54%	Reduce -6.4%	14,996	$1.6M
Private Trust Co. NA	0.14%	Reduce -17.6%	14,977	$1.6M
ABLE Financial Group, LLC	0.34%	Reduce -41.6%	14,888	$1.6M
Mill Creek Capital Advisors, LLC	0.03%	Reduce -9.9%	14,869	$1.6M
Silver Grove Financial Group, Inc.	1.50%	—	14,844	$1.6M
Cranbrook Wealth Management, LLC	0.32%	No change	14,819	$1.6M
Mach-1 Financial Group, LLC	0.25%	New	14,757	$1.6M
Integrity Advisory Solutions, LLC	0.25%	—	14,757	$1.6M
Brady Martz Wealth Solutions, LLC	0.28%	Reduce -2.2%	14,710	$1.6M
Midwest Financial Group LLC	0.74%	Add +2.0%	14,575	$1.6M
Marshall Financial Group Inc.	0.42%	Add +11.7%	14,424	$1.5M
Cooksen Wealth, LLC	1.14%	Add +17.1%	14,383	$1.5M
Sonata Capital Group Inc.	0.56%	Reduce -0.5%	14,255	$1.5M
Cypress Capital Group	0.18%	Reduce -13.6%	14,200	$1.5M
Columbia Bank	0.42%	Reduce -26.4%	14,019	$1.5M
Strategic Wealth Partners, Ltd.	0.11%	Add +357.3%	14,086	$1.5M
Keeler & Nadler Financial Planning & Wealth Management	0.55%	Add +45.1%	14,027	$1.5M
United Advisor Group, LLC	0.20%	Add +2.3%	14,022	$1.5M
Tenret Co LLC	0.77%	Add +2.5%	14,016	$1.5M
Birch Financial Group, LLC	0.87%	Add +17.4%	13,831	$1.5M
RiverFront Investment Group, LLC	0.03%	No change	13,778	$1.5M
Greenup Street Wealth Management LLC	0.23%	Add +47.0%	13,773	$1.5M
First National Bank of Mount Dora, Trust Investment Services	0.32%	Reduce -2.6%	13,752	$1.5M
Meritage Portfolio Management	0.10%	Reduce -1.0%	13,667	$1.5M
Ausdal Financial Partners, Inc.	0.07%	Add +3.8%	13,664	$1.5M
Passive Capital Management, LLC.	0.47%	Reduce -74.3%	13,635	$1.5M
Investment Planning Advisors, Inc.	0.45%	Add +0.7%	13,583	$1.4M
Foronjy Financial LLC	0.63%	Reduce -2.9%	13,553	$1.4M
Rooted Wealth Advisors, Inc.	0.44%	Reduce -1.1%	13,529	$1.4M
Hamilton Wealth, LLC	0.30%	Reduce -20.6%	13,427	$1.4M
HMS Capital Management, LLC	0.60%	Add +35.9%	13,408	$1.4M
TPG Advisors LLC	0.94%	Reduce -25.0%	13,398	$1.4M
Meridian Wealth Management, LLC	0.05%	Add +9.6%	13,351	$1.4M
Sage Financial Management Group, Inc.	0.45%	Reduce -0.5%	13,272	$1.4M
Willis Johnson & Associates, Inc.	0.09%	Add +19.6%	13,155	$1.4M
Eagle Strategies LLC	0.19%	Add +0.5%	13,112	$1.4M
Sequent Planning LLC	0.40%	Add +299.7%	13,098	$1.4M
Scissortail Wealth Management, LLC	0.30%	Reduce -8.0%	13,071	$1.4M
Petra Financial Advisors Inc.	0.81%	Add +2.9%	13,069	$1.4M
Hohimer Wealth Management, LLC	0.20%	Reduce -33.1%	13,032	$1.4M
Redhawk Wealth Advisors, Inc.	0.16%	Add +28.8%	12,992	$1.4M
ProVise Management Group, LLC	0.10%	Reduce -0.2%	12,900	$1.4M
Pinnacle Bancorp, Inc.	0.41%	Reduce -3.9%	12,899	$1.4M
Myecfo, LLC	0.62%	Reduce -3.4%	12,753	$1.4M
B.O.S.S. Retirement Advisors, LLC	0.32%	Add +15.3%	12,727	$1.4M
Engineers Gate Manager LP	0.02%	New	12,714	$1.4M
Endeavor Private Wealth, Inc.	0.42%	New	12,677	$1.3M
PFG Advisors	0.06%	New	12,676	$1.3M
Consilio Wealth Advisors, LLC	0.44%	Add +3.5%	12,644	$1.3M
First National Bank Sioux Falls	0.42%	No change	12,551	$1.3M
Oak Wealth Advisors LLC	0.77%	Reduce -12.9%	12,468	$1.3M
D.A. Davidson & Co.	0.01%	Add +0.2%	12,428	$1.3M
Yardley Wealth Management LLC	0.73%	Add +10.0%	12,268	$1.3M
Financial Partners Group, Inc	0.16%	Add +14.6%	12,267	$1.3M
RCS Financial Planning, LLC	0.58%	Add +5.5%	12,247	$1.3M
Heartwood Wealth Advisors LLC	0.12%	Reduce -0.2%	12,237	$1.3M
M Holdings Securities, Inc.	0.28%	New	12,237	$1.3M
Elmwood Wealth Management, Inc.	0.46%	Reduce -0.5%	12,215	$1.3M
Koshinski Asset Management, Inc.	0.09%	Add +3.2%	12,191	$1.3M
Keystone Financial Services	0.40%	Add +7.6%	12,115	$1.3M
Inscription Capital, LLC	0.14%	Add +7.1%	12,100	$1.3M
StoneX Group Inc.	0.06%	Add +7.1%	12,086	$1.3M
Wealthstar Advisors, LLC	0.51%	Reduce -15.2%	12,082	$1.3M
Brucke Financial, Inc.	0.75%	Reduce -0.2%	11,921	$1.3M
Independence Bank of Kentucky	0.16%	Add +66.3%	12,029	$1.3M
Planning Alternatives Ltd.	0.16%	Add +73.1%	11,896	$1.3M
Archford Capital Strategies, LLC	0.15%	Add +1.5%	11,890	$1.3M
Vertex Planning Partners, LLC	0.24%	Add +9.8%	11,884	$1.3M
Apexium Financial, LP	0.06%	Reduce -0.7%	11,826	$1.3M
Private Wealth Asset Management, LLC	0.15%	Reduce -2.0%	11,794	$1.3M
Hurlow Wealth Management Group, Inc.	0.33%	No change	11,788	$1.3M
Old National Bancorp	0.02%	Add +58.9%	11,776	$1.3M
Neuberger Berman Group LLC	0.00%	Add +23.1%	11,751	$1.3M
Bowman & Co S.C.	0.53%	Add +22.4%	11,680	$1.2M
KMG Fiduciary Partners, LLC	0.08%	Reduce -0.2%	11,673	$1.2M
Jacobson & Schmitt Advisors, LLC	0.21%	Reduce -46.4%	11,650	$1.2M
TCV Trust & Wealth Management, Inc.	0.10%	Reduce -2.4%	11,638	$1.2M
LeConte Wealth Management, LLC	0.83%	Add +56.8%	11,616	$1.2M
Spinnaker Investment Group, LLC	0.23%	Add +83.5%	11,576	$1.2M
Continuum Wealth Advisors, LLC	0.53%	Add +27.9%	11,572	$1.2M
Andina Capital Management, LLC	0.70%	Reduce -6.2%	11,566	$1.2M
Stock Yards Bank & Trust Co.	0.04%	Reduce -26.6%	11,491	$1.2M
Allen Capital Group, LLC	0.12%	Add +121.7%	11,413	$1.2M
Hilltop Holdings Inc.	0.06%	Add +86.4%	11,412	$1.2M
Weaver Capital Management LLC	0.26%	Add +89.1%	11,401	$1.2M
Laurel Wealth Advisors LLC	0.17%	Add +8.8%	11,380	$1.2M
Godshalk Welsh Capital Management, Inc.	0.69%	No change	11,275	$1.2M
Brighton Jones LLC	0.03%	Add +210.5%	11,263	$1.2M
Everhart Financial Group, Inc.	0.12%	Add +3.1%	11,248	$1.2M
Tortoise Investment Management, LLC	0.11%	Reduce -7.2%	11,248	$1.2M
LexAurum Advisors, LLC	0.17%	Add +119.1%	11,235	$1.2M
Harbour Investments, Inc.	0.03%	Reduce -32.0%	11,148	$1.2M
LongView Wealth Management	0.32%	Add +10.9%	11,117	$1.2M
Shared Vision Wealth Group LLC	0.50%	Reduce -10.2%	11,002	$1.2M
Cambridge Capital Management, LLC	0.57%	Reduce -26.4%	11,101	$1.2M
Twele Capital Management, Inc.	0.22%	Add +20.5%	11,078	$1.2M
Haven Private, LLC	0.52%	Reduce -5.2%	11,040	$1.2M
Blake Schutter Theil Wealth Advisors, LLC	1.16%	Reduce -7.8%	11,039	$1.2M
Capasso Planning Partners LLC	0.73%	Reduce -11.7%	11,009	$1.2M
Etesian Wealth Advisors, Inc.	0.39%	Reduce -3.9%	10,967	$1.2M
Steel Grove Capital Advisors, LLC	0.14%	No change	11,009	$1.2M
North Forty Two & Co.	1.12%	Add +0.9%	10,781	$1.1M
Oarsman Capital, Inc.	0.16%	Reduce -2.0%	10,781	$1.1M
CoreCap Advisors, LLC	0.04%	Add +32.9%	10,743	$1.1M
Tennessee Valley Asset Management Partners	0.16%	New	10,736	$1.1M
Affiance Financial, LLC	0.21%	Add +47.7%	10,720	$1.1M
Rogco, LP	0.40%	Add +10.1%	10,706	$1.1M
KM Capital Management Ltd.	0.53%	Add +124.3%	10,683	$1.1M
Compass Financial Group, Inc.	0.51%	Reduce -4.8%	10,674	$1.1M
Eagle Global Advisors LLC	0.04%	Add +6.0%	10,635	$1.1M
New Insight Wealth Advisors	0.42%	Add +53.6%	10,529	$1.1M
Howard Capital Management, LLC	0.01%	Reduce -0.3%	10,519	$1.1M
Olde Wealth Management, LLC	0.35%	—	10,435	$1.1M
Truepoint, Inc.	0.03%	Reduce -1.1%	10,505	$1.1M
XTX Topco Ltd	0.06%	Add +1.3%	10,447	$1.1M
PUREfi Wealth, LLC	0.85%	Reduce -9.1%	10,406	$1.1M
XY Planning Network, Inc.	0.38%	No change	10,570	$1.1M
Family Capital Management, Inc.	0.52%	Add +6.8%	10,306	$1.1M
Paladin Wealth, LLC	0.80%	Add +24.2%	10,296	$1.1M
SIMA Wealth Partners, LLC	0.83%	No change	10,200	$1.1M
Verdence Capital Advisors LLC	0.06%	Add +1.6%	10,089	$1.1M
Western Wealth Management, LLC	0.06%	Reduce -12.3%	10,181	$1.1M
Note Advisors, LLC	0.64%	Reduce -5.2%	10,180	$1.1M
Arrow Financial Corp	0.11%	Reduce -17.9%	10,163	$1.1M
Physician Wealth Advisors, Inc.	0.15%	Add +5.8%	10,136	$1.1M
Brown Brothers Harriman & Co.	0.01%	Reduce -34.9%	10,062	$1.1M
Two West Capital Advisors LLC	0.65%	Add +36.5%	9,947	$1.1M
Midwestern Financial, LLC	0.92%	Add +0.8%	10,033	$1.1M
Hunter Associates Investment Management LLC	0.15%	No change	10,000	$1.1M
Journey Beyond Wealth, LLC	0.88%	Reduce -21.1%	10,000	$1.1M
Carr Financial Group Corp	0.29%	No change	10,000	$1.1M
MainStreet Investment Advisors LLC	0.14%	Add +5.3%	9,985	$1.1M
Webster Bank, N. A.	0.10%	No change	9,952	$1.1M
Balance Wealth Partners LLC	0.26%	Reduce -2.4%	9,938	$1.1M
Flagship Private Wealth, LLC	0.42%	Reduce -0.0%	9,921	$1.1M
Davis Wealth Advisors, LLC	0.95%	Reduce -0.7%	9,909	$1.1M
Stonebridge Capital Advisors LLC	0.07%	No change	9,868	$1.1M
Bangor Savings Bank	0.09%	Add +4.9%	9,830	$1.0M
Cyndeo Wealth Partners, LLC	0.06%	Reduce -2.7%	9,800	$1.0M
C M Bidwell & Associates Ltd.	0.50%	No change	9,796	$1.0M
City National Bank of Florida	0.69%	Reduce -30.9%	9,752	$1.0M
Wealthcare Capital Partners, LLC	0.47%	Add +18.4%	9,704	$1.0M
Forefront Wealth Partners, LLC	0.26%	Reduce -48.4%	9,649	$1.0M
Wakefield Asset Management LLLP	0.28%	Add +3.0%	9,635	$1.0M
Cyr Financial Inc.	0.70%	Add +9.9%	9,624	$1.0M
Code Waechter LLC	0.66%	Add +1.4%	9,454	$1.0M
Pinnacle Wealth Management Advisory Group, LLC	0.08%	Add +38.4%	9,469	$1.0M
Brookwood Investment Group LLC	0.13%	Reduce -9.0%	9,429	$1.0M
ForthRight Wealth Management, LLC	0.29%	Reduce -1.1%	9,337	$994K
Capital Advisors, Ltd. LLC	0.11%	Add +1.4%	9,287	$989K
Keel Point, LLC	0.06%	Add +17.1%	9,278	$988K
Qube Research & Technologies Ltd	0.00%	Reduce -3.2%	9,273	$987K
Romano Brothers and Company	0.11%	No change	9,266	$987K
Advocacy Wealth Management, LLC	0.04%	Add +24.7%	9,227	$983K
Heritage Investment Group, Inc.	0.16%	No change	9,218	$982K
Oppenheimer & Co. Inc.	0.01%	Reduce -29.8%	9,198	$979K
Centurion Wealth Management LLC	0.22%	Add +94.1%	9,190	$979K
Falcon Wealth Planning	0.09%	Add +60.0%	9,147	$974K
DAVENPORT & Co LLC	0.01%	Reduce -4.0%	9,140	$973K
Soltis Investment Advisors LLC	0.07%	Add +63.4%	9,130	$972K
Sepio Capital, LP	0.06%	Reduce -2.4%	9,128	$972K
TFB Advisors LLC	0.28%	Reduce -13.2%	9,013	$964K
Bond & Devick Financial Network, Inc.	0.29%	Reduce -0.1%	9,021	$961K
Ibex Wealth Advisors	0.09%	Reduce -8.4%	8,940	$952K
DecisionMap Wealth Management, LLC	0.61%	Add +6.4%	8,926	$951K
Veracity Capital LLC	0.31%	Reduce -8.9%	8,925	$950K
Roundview Capital LLC	0.06%	No change	8,876	$945K
Founders Grove Wealth Partners, LLC	0.22%	Reduce -34.9%	8,862	$944K
B. Riley Wealth Advisors, Inc.	0.05%	Add +10.5%	8,824	$940K
Nilsine Partners, LLC	0.08%	Reduce -1.9%	8,792	$936K
Lodestar Private Asset Management LLC	0.10%	Reduce -19.6%	8,779	$935K
Global Wealth Management Investment Advisory, Inc.	0.16%	Add +15.1%	8,765	$933K
Mgo One Seven LLC	0.02%	Add +119.6%	8,745	$931K
Crews Bank & Trust	0.14%	Add +11.5%	8,700	$926K
Cypress Financial Planning LLC	0.28%	Add +7.8%	8,634	$919K
Investor's Fiduciary Advisor Network, LLC	0.31%	Reduce -3.3%	8,613	$917K
Wingate Wealth Advisors, Inc.	0.63%	Add +0.4%	8,607	$917K
L.K. Benson & Company, P.C.	0.49%	Add +4.5%	8,567	$912K
W Advisors, LLC	0.48%	Reduce -1.6%	8,520	$907K
Envision Financial LLC	0.52%	Add +18.7%	8,458	$901K
Investments & Financial Planning, LLC	0.49%	Add +17.4%	8,449	$900K
Laird Norton Wetherby Wealth Management, LLC	0.04%	Add +1.6%	8,394	$894K
Spectrum Investment Advisors, Inc.	0.48%	Add +0.8%	8,369	$891K
Gibbs Wealth Management	0.20%	Reduce -39.5%	8,345	$889K
Breakwater Investment Management	0.33%	Reduce -23.1%	8,315	$885K
Deroy & Devereaux Private Investment Counsel Inc.	0.04%	Reduce -16.6%	8,305	$884K
Wealth Advisors of Iowa, LLC	0.30%	Reduce -5.7%	8,296	$883K
Glenview Trust Co	0.01%	Add +1.8%	8,295	$883K
Camarda Financial Advisors, LLC	0.32%	Add +12.9%	8,274	$881K
MassMutual Private Wealth & Trust, FSB	0.02%	Reduce -29.4%	8,260	$880K
Afg Fiduciary Services Limited Partnership	0.51%	Reduce -0.4%	8,205	$873K
4J Wealth Management LLC	0.51%	Reduce -1.9%	8,177	$871K
Stone Summit Wealth LLC	0.25%	Reduce -7.6%	8,143	$867K
Lion Street Advisors, LLC	0.30%	Reduce -5.9%	7,405	$859K
Compass Wealth Management, LLC	0.38%	Reduce -5.4%	8,049	$857K
Strategic Investment Advisors / MI	0.08%	Reduce -49.0%	4,491	$857K
W.H. Cornerstone Investments Inc.	0.52%	Reduce -30.3%	8,031	$855K
Jacobi Capital Management LLC	0.05%	Reduce -30.2%	8,031	$855K
HB Wealth Management, LLC	0.01%	Add +90.1%	8,021	$854K
Flow Traders U.S. LLC	0.03%	New	8,021	$854K
Greykasell Wealth Strategies, Inc.	0.36%	No change	8,008	$853K
Fidelity D & D Bancorp Inc.	0.47%	No change	8,000	$852K
PFG Investments, LLC	0.04%	Add +0.5%	7,959	$848K
Collaborative Wealth Managment Inc.	0.34%	Add +108.3%	7,956	$847K
Richmond Investment Services, LLC	0.16%	Add +14.5%	7,945	$846K
Spire Wealth Management	0.03%	Add +3.9%	7,922	$844K
HBK Sorce Advisory LLC	0.02%	Reduce -14.4%	7,868	$843K
Chatham Capital Group, Inc.	0.12%	No change	7,910	$842K
Members Trust Co	0.03%	No change	7,900	$841K
JNBA Financial Advisors	0.08%	No change	7,889	$840K
Kelly Financial Services LLC	0.22%	Add +15.6%	7,887	$840K
Ehrlich Financial Group	0.50%	Reduce -7.0%	7,880	$839K
Transcend Capital Advisors, LLC	0.06%	Add +3.9%	7,850	$836K
Sowell Financial Services LLC	0.03%	Reduce -11.5%	7,828	$834K
Orrstown Financial Services Inc.	0.14%	Add +179.8%	7,795	$830K
Sheets Smith Wealth Management	0.09%	Reduce -8.7%	7,792	$830K
Lanark Financial, Inc.	0.06%	Add +12.3%	7,760	$826K
Gould Asset Management LLC	0.15%	Add +9.8%	7,760	$826K
Tsfg, LLC	0.13%	Reduce -6.9%	7,754	$826K
SeaBridge Investment Advisors LLC	0.13%	Reduce -1.6%	7,753	$826K
Curi Capital, LLC	0.02%	Reduce -1.0%	7,717	$822K
First Trust Advisors LP	0.00%	Add +5.7%	7,689	$819K
Elevation Point Wealth Partners, LLC	0.06%	Reduce -2.2%	7,616	$811K
Sound View Wealth Advisors Group, LLC	0.06%	Reduce -0.1%	7,613	$811K
Duncker Streett & Co. Inc.	0.14%	No change	7,595	$809K
EverSource Wealth Advisors, LLC	0.03%	Reduce -6.4%	7,501	$799K
PBMares Wealth Management LLC	0.13%	Add +0.3%	7,498	$798K
Stephens Consulting, LLC	0.27%	Reduce -71.8%	7,398	$788K
Kagan Cocozza Asset Management	0.59%	Add +7.4%	7,370	$785K
Gray Private Wealth, LLC	0.39%	Reduce -38.3%	7,332	$781K
Magnus Financial Group LLC	0.06%	Add +9.1%	7,307	$778K
Arrowpoint Investment Partners (Singapore) Pte. Ltd.	1.16%	New	7,300	$777K
Peregrine Asset Advisers, Inc.	0.23%	No change	7,225	$769K
Eley Financial Management, Inc	0.28%	No change	7,221	$769K
Armstrong Advisory Group, Inc.	0.05%	Reduce -6.1%	7,183	$765K
49 Wealth Management, LLC	0.07%	Add +4.4%	7,159	$762K
Pathway Financial Advisors LLC	0.10%	Add +0.1%	7,138	$760K
Syntegra Private Wealth Group, LLC	0.07%	Reduce -3.1%	7,136	$760K
Discipline Wealth Solutions, LLC	0.20%	Add +11.1%	7,135	$760K
James J. Burns & Company, LLC	0.11%	Reduce -3.4%	7,100	$756K
TSA Wealth Managment LLC	0.26%	Add +25.8%	7,086	$755K
Edgemoor Investment Advisors, Inc.	0.06%	Reduce -3.9%	7,073	$753K
Whittier Trust Co.	0.01%	No change	7,080	$753K
Altiora Financial Group, LLC	0.14%	Add +0.3%	7,046	$750K
Cornerstone Financial Group, LLC	0.58%	Add +7.9%	7,043	$750K
Shotwell Rutter Baer Inc	0.48%	Reduce -4.1%	7,023	$748K
Flaharty Asset Management, LLC	0.09%	Add +2.0%	7,015	$747K
HORAN Wealth, LLC	0.12%	Add +100.2%	7,008	$746K
Accredited Investors Inc.	0.04%	Reduce -6.2%	7,006	$746K
Summit Financial Wealth Advisors, LLC	0.12%	No change	6,982	$743K
Brown Financial Advisors	0.27%	Add +93.3%	6,960	$741K
Catalyst Private Wealth, LLC	0.33%	No change	6,958	$741K
Nations Financial Group Inc, /Ia/	0.05%	Add +1.4%	6,953	$741K
Ashton Thomas Securities, LLC	0.10%	New	6,944	$739K
Rock Point Advisors, LLC	0.20%	Add +31.5%	6,936	$739K
FF Advisors,LLC	0.35%	Reduce -4.4%	6,913	$736K
Stevens Capital Partners	0.22%	Reduce -2.4%	6,898	$735K
MorganRosel Wealth Management, LLC	0.19%	Add +3.5%	6,876	$732K
Rockbridge Investment Management, LCC	0.07%	No change	6,874	$732K
Valtrion Capital Management, LLC	0.79%	Add +0.3%	6,872	$732K
Mount Lucas Management LP	0.33%	New	6,856	$730K
Cambridge Financial Group, LLC	0.23%	New	6,794	$723K
Wealthspire Retirement, LLC	0.05%	Reduce -4.3%	6,791	$723K
Keyvantage Wealth, LLC	0.30%	Reduce -1.0%	6,777	$722K
Financial Sense Advisors, Inc.	0.15%	Reduce -0.3%	6,727	$716K
Argonautica Private Wealth Management, Inc.	0.21%	Add +0.9%	6,643	$707K
Trivium Point Advisory, LLC	0.07%	Reduce -23.0%	6,578	$700K
Berkshire Asset Management LLC	0.03%	Reduce -16.5%	6,572	$700K
Smith, Moore & Co.	0.05%	Add +0.5%	6,531	$696K
Sykon Capital LLC	0.23%	New	6,514	$694K
Invst, LLC	0.08%	Add +10.9%	6,484	$690K
Bonfire Financial	0.53%	Add +120.6%	6,478	$690K
Graybill Wealth Management, LTD.	0.21%	Add +1.6%	6,457	$688K
Garner Asset Management Corp	0.27%	Add +200.8%	6,317	$673K
Country Club Bank	0.04%	Reduce -7.9%	6,315	$672K
Harbour Investment Management LLC	0.29%	Add +27.1%	6,292	$670K
Winthrop Advisory Group LLC	0.06%	Add +24.8%	6,292	$670K
Arrien Investments, Inc.	0.39%	No change	6,283	$669K
Columbia River Financial Group, LLC	0.41%	Add +0.4%	6,185	$663K
Bristlecone Advisors, LLC	0.06%	Reduce -34.2%	6,206	$661K
SeaCrest Wealth Management, LLC	0.07%	Reduce -7.1%	6,201	$661K
UMB Bank, n.a.	0.01%	No change	6,184	$659K
Tassel Capital Management, Inc.	0.42%	Reduce -58.6%	6,152	$655K
Victory Financial Group, LLC	0.09%	Add +35.8%	6,115	$651K
Elevate Wealth Advisory, Inc.	0.47%	Add +4.9%	6,103	$650K
Smith Thornton Advisors LLC	0.34%	No change	6,095	$649K
Sterling Investment Counsel, LLC	0.21%	New	6,068	$646K
Crux Wealth Advisors	0.26%	Add +9.2%	6,066	$646K
Paulson Wealth Management Inc.	0.15%	Reduce -8.9%	6,061	$645K
Montecito Bank & Trust	0.10%	—	6,060	$645K
1ST Source Bank	0.03%	Reduce -11.5%	6,060	$645K
Everest Private Wealth	0.41%	Reduce -34.9%	6,015	$641K
Values Added Financial LLC	0.28%	Reduce -23.9%	6,001	$639K
Gateway Wealth Partners, LLC	0.09%	Add +34.3%	5,985	$637K
Wiser Wealth Management, Inc	0.14%	Add +10.1%	5,953	$634K
CFO4Life Group, LLC	0.09%	No change	5,912	$630K
MSH Capital Advisors LLC	0.17%	Add +21.1%	5,902	$629K
Rialto Wealth Management, LLC	0.16%	Add +0.0%	5,884	$627K
Badgley Phelps Wealth Managers, LLC	0.01%	Add +2.0%	5,877	$626K
Sutton Place Investors LLC	0.36%	Add +6.2%	5,874	$626K
Jim Saulnier & Associates, LLC	0.35%	Add +0.8%	5,842	$622K
Stewardship Advisors, LLC	0.15%	Add +81.8%	5,810	$619K
Conscious Wealth Investments, LLC	0.37%	Add +10.7%	5,755	$619K
Little House Capital LLC	0.14%	Add +4.1%	5,793	$617K
McKinley Carter Wealth Services, Inc.	0.03%	Reduce -49.2%	5,728	$610K
Wealth Management Nebraska	0.07%	Reduce -7.9%	5,726	$610K
Haverford Trust Co	0.01%	No change	5,700	$607K
TCP Asset Management, LLC	0.11%	Reduce -18.9%	5,621	$599K
Continuum Advisory, LLC	0.06%	Reduce -3.8%	5,620	$599K
Florin Court Capital LLP	0.47%	Add +115.4%	5,600	$596K
Clarion Wealth Managment Partners, LLC	0.59%	Add +0.4%	5,593	$596K
Clear Creek Financial Management, LLC	0.05%	New	5,562	$592K
ArborFi Advisors, LLC	0.48%	Add +22.0%	5,536	$590K
Seascape Capital Management	0.17%	Add +3.8%	5,535	$589K
Nicolet Bankshares Inc.	0.09%	Reduce -8.3%	5,527	$589K
Strategic Family Wealth Counselors, L.L.C.	0.15%	No change	5,526	$588K
Uptown Financial Advisors LLC	0.52%	No change	5,518	$588K
Geneos Wealth Management Inc.	0.01%	Reduce -87.6%	5,515	$587K
BankPlus Wealth Management LLC	0.34%	Add +0.8%	5,484	$584K
LifeGoal Investments, LLC	0.49%	Reduce -29.4%	5,483	$584K
First Heartland Consultants, Inc.	0.05%	New	5,447	$580K
Alta Wealth Advisors LLC	0.21%	Reduce -9.9%	5,441	$579K
Impact Investors, Inc	0.38%	New	5,420	$577K
Signet Financial Management, LLC	0.07%	Add +71.8%	5,406	$576K
High Net Worth Advisory Group LLC	0.14%	No change	5,402	$575K
Calamos Wealth Management LLC	0.02%	Reduce -1.7%	5,367	$571K
Cadent Capital Advisors, LLC	0.15%	Reduce -1.7%	5,357	$571K
Pallas Capital Advisors LLC	0.02%	No change	5,351	$570K
RAM Investment Partners, LLC	0.11%	Reduce -8.6%	5,350	$570K
Maple Capital Management, Inc.	0.04%	Add +15.2%	5,320	$567K
Copperleaf Capital, LLC	0.27%	Add +4.3%	5,302	$565K
West Wealth Group, LLC	0.13%	Add +64.1%	5,270	$564K
NBT Bank, N.A.	0.04%	Reduce -19.1%	5,280	$562K
Firethorn Wealth Partners, LLC	0.22%	Add +29.6%	5,263	$560K
Farmers National Bank	0.13%	Add +16.9%	5,257	$560K
Aspen Wealth Strategies, LLC	0.31%	Reduce -16.4%	5,226	$557K
Tradition Wealth Management, LLC	0.04%	No change	5,201	$554K
1900 Wealth Management LLC	0.04%	Reduce -10.0%	5,189	$553K
Instrumental Wealth, LLC	0.39%	Add +0.4%	5,144	$552K
Obermeyer Wealth Partners	0.03%	Add +3.1%	5,182	$552K
GEM Asset Management, LLC	0.26%	Add +0.8%	5,136	$547K
Annex Advisory Services, LLC	0.01%	Reduce -51.1%	5,137	$547K
Balefire, LLC	0.11%	Add +78.1%	5,123	$546K
Grandfield & Dodd, LLC	0.03%	No change	5,115	$545K
Calton & Associates, Inc.	0.08%	Add +38.2%	5,105	$544K
IFS Group,LLC	0.48%	—	5,108	$543K
Vantage Financial Partners, LLC	0.11%	Reduce -1.4%	5,067	$540K
Westshore Wealth, LLC	0.18%	Reduce -38.9%	5,058	$539K
Hummer Financial Advisory Services Inc	0.39%	No change	5,000	$532K
Davidson Trust Co.	0.22%	No change	5,000	$532K
Monetary Management Group Inc.	0.12%	No change	5,000	$532K
Willow Creek Wealth Management Inc.	0.04%	Add +0.6%	4,985	$531K
Aries Wealth Management	0.13%	No change	4,980	$530K
ARS Wealth Advisors Group, LLC	0.05%	No change	4,960	$528K
OLIO Financial Planning	0.15%	Reduce -0.4%	4,936	$526K
Beacon Financial Group	0.05%	Reduce -7.1%	4,923	$524K
Ellis Investment Partners, LLC	0.09%	Add +0.8%	4,919	$524K
Tritonpoint Wealth, LLC	0.04%	Reduce -0.3%	4,905	$522K
Titleist Asset Management, LLC	0.05%	Add +0.0%	4,898	$522K
Evolution Wealth Advisors, LLC	0.07%	Reduce -4.8%	4,897	$521K
Boyd Wealth Management, LLC	0.22%	Add +0.9%	4,888	$521K
GeoWealth Management, LLC	0.02%	Reduce -32.0%	4,878	$519K
Park Place Capital Corp	0.11%	Add +30.0%	4,820	$513K
Braun-Bostich & Associates Inc.	0.32%	Add +29.0%	4,809	$512K
Cannell & Spears LLC	0.01%	Add +46.0%	4,766	$508K
Fairway Wealth LLC	0.14%	Add +41.9%	4,760	$507K
Certus Wealth Management, LLC	0.30%	Reduce -18.0%	4,743	$505K
Blue Chip Partners, LLC	0.04%	Add +0.8%	4,710	$502K
Asset Allocation Strategies LLC	0.10%	Add +0.0%	4,694	$500K
Oakworth Capital, Inc.	0.03%	Reduce -3.9%	4,681	$498K
Becker Capital Management Inc.	0.01%	Add +1.7%	4,669	$497K
Diligent Investors, LLC	0.13%	Reduce -0.9%	4,659	$496K
Vanguard Group Inc.	0.00%	Add +1.1%	4,641	$494K
Twin Focus Capital Partners, LLC	0.06%	New	4,635	$494K
Chesapeake Wealth Management	0.15%	Add +12.1%	4,625	$493K
Capstone Capital LLC	0.33%	Reduce -8.5%	4,623	$492K
Swmg, LLC	0.15%	Reduce -7.0%	4,563	$491K
Signature Estate & Investment Advisors LLC	0.01%	Add +0.3%	4,604	$490K
Nvwm, LLC	0.11%	Add +2.2%	4,591	$489K
WPG Advisers, LLC	0.38%	Add +3.5%	4,574	$487K
Stanich Group LLC	0.30%	New	4,571	$487K
Heritage Financial Services, LLC	0.04%	No change	4,567	$486K
BridgePort Financial Solutions, LLC	0.13%	No change	4,566	$486K
Acorn Wealth Advisors, LLC	0.15%	Add +12.4%	4,536	$483K
Sage Mountain Advisors LLC	0.03%	New	4,517	$481K
Operose Advisors LLC	0.12%	Add +0.4%	4,506	$480K
Integrated Investment Consultants, LLC	0.08%	Add +2.1%	4,473	$476K
Bar Harbor Wealth Management	0.03%	No change	4,469	$476K
FOCUS Wealth Advisors, LLC	0.23%	Add +3.5%	4,466	$476K
Baron Financial Group, LLC	0.26%	Add +0.2%	4,465	$475K
Evoke Wealth, LLC	0.01%	Add +81.1%	4,465	$475K
Sigma Investment Counselors Inc.	0.02%	Reduce -37.7%	4,434	$472K
Stratos Investment Management, LLC	0.02%	Add +93.7%	4,429	$472K
Busey Bank	0.01%	Add +10.4%	4,429	$472K
Cannon Wealth Management Services, LLC	0.36%	Add +2.4%	4,426	$471K
Canandaigua National Trust Co of Florida	0.37%	Add +6.5%	4,419	$471K
Intrua Financial, LLC	0.06%	New	4,411	$470K
Rye Brook Capital LLC	0.39%	No change	4,400	$469K
Sandbox Financial Partners, LLC	0.13%	Reduce -12.0%	4,396	$468K
Covestor Ltd	0.26%	Add +15.6%	4,392	$468K
Dividend Assets Capital, LLC	0.08%	No change	4,362	$465K
Lifelong Wealth Advisors, Inc.	0.14%	Add +25.9%	4,350	$463K
Elk River Wealth Management LLC	0.07%	New	4,333	$461K
Farmers Trust Co.	0.08%	Reduce -4.4%	4,332	$461K
HM Payson & Co.	0.01%	No change	4,312	$459K
Atlas Brown,Inc.	0.14%	Reduce -16.3%	4,312	$459K
EPG Wealth Management LLC	0.13%	No change	4,300	$458K
PGIM Custom Harvest LLC	0.01%	Add +24.5%	4,294	$457K
Tobias Financial Advisors, Inc.	0.07%	Reduce -87.3%	4,277	$455K
Atlas Legacy Advisors, LLC	0.09%	Reduce -1.2%	4,263	$454K
FSA Advisors, Inc.	0.36%	Reduce -7.4%	4,263	$454K
Townsquare Capital LLC	0.07%	Reduce -20.9%	4,252	$453K
Riverwater Partners LLC	0.19%	New	4,242	$452K
XML Financial, LLC	0.04%	Reduce -6.2%	4,238	$451K
NorthStar Asset Management LLC	0.22%	Add +70.5%	4,226	$450K
NTV Asset Management LLC	0.05%	Reduce -38.4%	4,200	$447K
Bigelow Investment Advisors, LLC	0.18%	Reduce -12.4%	4,199	$447K
Pinnacle Wealth Planning Services, Inc.	0.05%	Reduce -0.3%	4,178	$445K
LJI Wealth Management, LLC	0.08%	Reduce -57.8%	4,159	$443K
Wise Wealth Partners	0.67%	Add +0.6%	4,146	$441K
Iowa State Bank	0.08%	No change	4,126	$439K
Helium Advisors LLC	0.37%	Add +15.4%	4,118	$439K
American Financial Advisors, LLC	0.06%	Reduce -13.2%	4,090	$436K
Argent Trust Co	0.02%	No change	4,087	$435K
Able Wealth Management LLC	0.16%	Reduce -7.0%	4,065	$433K
NCM Capital Management, LLC	0.17%	Add +0.1%	4,063	$433K
Coastal Bridge Advisors, LLC	0.03%	Add +95.3%	4,058	$432K
Vaughan Nelson Investment Management, L.P.	0.00%	Add +3.7%	4,045	$431K
Ascentis Wealth Management, LLC	0.10%	Reduce -29.1%	4,036	$430K
Wealthgarden F.S. LLC	0.31%	Reduce -8.7%	3,997	$430K
BlueStem Wealth Partners, LLC	0.05%	Reduce -30.5%	4,025	$429K
Noesis Capital Mangement Corp.	0.07%	Reduce -2.2%	4,023	$428K
First Affirmative Financial Network	0.20%	Add +0.0%	4,020	$428K
Advance Capital Management, Inc.	0.02%	Add +17.8%	4,020	$428K
Ewa, LLC	0.12%	Reduce -67.5%	4,006	$427K
Wellspring Financial Advisors, LLC	0.04%	New	58,472	$425K
Covenant Asset Management, LLC	0.08%	No change	3,974	$423K
Provenance Wealth Advisors, LLC	0.05%	No change	3,965	$422K
Wescott Financial Advisory Group, LLC	0.04%	Add +0.3%	3,959	$422K
Stablepoint Partners, LLC	0.07%	Reduce -8.6%	3,945	$420K
Insight Advisors, LLC/ PA	0.06%	Add +6.8%	3,939	$420K
Broadview Financial Management, LLC	0.28%	Reduce -77.4%	3,917	$417K
WealthBridge Capital Management, LLC	0.10%	Add +2.9%	3,899	$415K
AIFG Consultants Ltd.	0.73%	Reduce -21.8%	3,887	$414K
Hilltop National Bank	0.10%	Reduce -3.6%	3,884	$414K
Summit Global Investments	0.02%	Add +5.9%	3,857	$411K
South Plains Financial, Inc.	0.26%	No change	3,845	$409K
Gladstone Institutional Advisory LLC	0.02%	Reduce -0.1%	3,842	$409K
Patriot Financial Group Insurance Agency, LLC	0.05%	Reduce -0.1%	3,833	$408K
Goodman Advisory Group, LLC	0.10%	Reduce -19.8%	3,815	$406K
Revisor Wealth Management LLC	0.14%	Reduce -1.0%	3,804	$405K
Berger Financial Group, Inc	0.02%	Add +0.1%	3,791	$404K
Lakeshore Capital Group, Inc.	0.33%	Reduce -19.9%	3,781	$403K
Colonial Trust Co / SC	0.05%	Reduce -3.1%	3,779	$402K
PAX Financial Group, LLC	0.07%	Reduce -2.6%	3,770	$401K
Boston Trust Walden Corp	0.00%	New	3,760	$400K
Altus Wealth Management, LLC	0.18%	No change	3,755	$400K
Valley National Advisers Inc.	0.06%	Add +667.3%	3,729	$397K
IFC Advisors LLC	0.07%	Reduce -10.7%	3,717	$396K
Wealth Alliance Advisory Group, LLC	0.07%	Reduce -52.5%	3,716	$396K
Eastern Bank	0.01%	No change	3,713	$395K
FreeGulliver LLC	0.18%	Add +8.8%	3,700	$394K
Empower Advisory Group, LLC	0.00%	Add +20.1%	3,697	$394K
Heritage Wealth Management, Inc.	0.27%	Reduce -0.8%	3,682	$392K
Hiley Hunt Wealth Management	0.18%	Reduce -40.4%	3,677	$392K
Cherry Tree Wealth Management, LLC	0.09%	Reduce -41.7%	3,677	$392K
Florida Financial Advisors, LLC	0.12%	Reduce -72.9%	3,655	$389K
Anson Capital, Inc.	0.29%	Reduce -3.7%	3,633	$387K
Charter Oak Capital Management, LLC	0.03%	Reduce -2.2%	3,623	$386K
Sachetta, LLC	0.14%	No change	3,620	$385K
Allodium Investment Consultants, LLC	0.22%	Add +6.1%	3,617	$385K
Cooper Financial Group	0.04%	New	3,606	$384K
Binnacle Investments Inc	0.22%	Reduce -2.8%	3,569	$380K
Objective Capital Management, LLC	0.39%	No change	3,550	$378K
10Elms LLP	0.39%	Add +9.2%	3,550	$378K
Hilltop Wealth Advisors, LLC	0.20%	No change	3,522	$375K
Center for Financial Planning, Inc.	0.04%	No change	3,521	$375K
Philip James Wealth Mangement, LLC	0.05%	Reduce -25.1%	3,513	$374K
Zacks Investment Management	0.00%	Add +8.5%	3,509	$374K
Chemistry Wealth Management LLC	0.07%	No change	3,490	$372K
Advisory Resource Group	0.07%	Add +37.1%	3,487	$371K
Clifford Swan Investment Counsel LLC	0.01%	No change	3,481	$371K
Consolidated Portfolio Review Corp	0.05%	Reduce -0.9%	3,472	$370K
Transcendent Capital Group LLC	0.17%	Add +5.9%	3,462	$369K
Pennington Partners & Co., LLC	0.17%	New	3,455	$368K
PKS Advisory Services, LLC	0.09%	Add +19.3%	3,450	$367K
Kropog Financial Group, LLC	0.30%	Add +0.3%	3,431	$365K
Fiscal Wisdom Wealth Management, LLC	0.35%	—	3,390	$365K
Columbia Advisory Partners LLC	0.25%	Reduce -18.3%	3,399	$362K
Dynamic Wealth Strategies, LLC	0.24%	Add +11.9%	3,394	$361K
WBH Advisory Inc.	0.03%	Reduce -11.3%	3,388	$361K
Boyce & Associates Wealth Consulting, Inc.	0.30%	Add +0.2%	3,388	$361K
Valley Financial Group, Inc.	0.20%	Reduce -14.8%	3,383	$360K
Interactive Financial Advisors, Inc.	0.19%	Reduce -0.2%	3,382	$360K
GRIMES & Co WEALTH MANAGEMENT, LLC	0.01%	Add +0.7%	3,377	$360K
Christensen, King & Associates Investment Services, Inc.	0.15%	Reduce -2.4%	3,365	$358K
Kennedy Investment Group, Inc.	0.14%	New	3,351	$357K
Matrix Private Capital Group LLC	0.19%	No change	3,350	$357K
Freedom Investment Management, Inc.	0.09%	Reduce -55.3%	3,320	$354K
Friday Financial	0.15%	No change	3,301	$352K
Rockland Trust Co.	0.01%	New	3,294	$351K
Northland Capital Management LLC	0.20%	Reduce -4.5%	3,285	$350K
Erickson Financial Group, LLC	0.22%	No change	3,258	$347K
Northwest Financial Advisors	0.44%	Add +40.7%	3,241	$345K
Perennial Investment Advisors, LLC	0.03%	Add +58.7%	3,239	$345K
Horst & Graben Wealth Management LLC	0.05%	Add +6.0%	3,236	$345K
Accel Wealth Management	0.10%	Reduce -6.5%	3,236	$345K
AQR Capital Management	0.00%	Reduce -76.4%	3,226	$344K
Integrity Alliance, Llc.	0.02%	Add +1.2%	3,220	$343K
Traynor Capital Management, Inc.	0.02%	Reduce -1.2%	3,210	$342K
Summit Wealth Partners, LLC	0.06%	Add +0.5%	3,200	$341K
KFA Private Wealth Group, LLC	0.10%	Reduce -39.0%	3,180	$339K
Beacon Harbor Wealth Advisors, Inc.	0.08%	New	3,161	$337K
Amplius Wealth Advisors, LLC	0.03%	Add +0.8%	3,158	$336K
Patron Partners, LLC	0.15%	No change	3,137	$334K
Cullen/Frost Bankers, Inc.	0.00%	Add +1672.7%	3,120	$332K
Leisure Capital Management	0.11%	No change	3,111	$331K
Forum Private Client Group LLC	0.12%	Reduce -33.4%	3,105	$331K
Cumberland Advisors Inc.	0.13%	Add +7.1%	3,095	$330K
Relyea Zuckerberg Hanson LLC	0.03%	Reduce -13.2%	3,082	$328K
Fidelis Capital Partners, LLC	0.03%	No change	3,079	$328K
Ballast Advisors LLC	0.09%	Reduce -40.5%	3,075	$327K
Acorn Financial Advisory Services Inc.	0.05%	Add +5.4%	3,073	$327K
Net Worth Advisory Group	0.09%	Reduce -43.6%	3,070	$327K
Principal Financial Group Inc.	0.00%	Add +0.9%	3,061	$326K
Wheelhouse Advisory Group LLC	0.14%	Add +0.1%	3,045	$324K
Eaton Financial Holdings Company, LLC	0.09%	No change	3,044	$324K
Sandy Cove Advisors, LLC	0.10%	New	3,019	$321K
Next Level Private LLC	0.09%	Add +1.1%	3,013	$321K
Independent Wealth Network Inc.	0.10%	Add +5.5%	3,004	$320K
Optimum Investment Advisors	0.13%	No change	3,000	$319K
Global Assets Advisory, LLC	0.09%	Reduce -3.3%	2,997	$319K
Heritage Oak Wealth Advisors LLC	0.12%	No change	2,972	$316K
Hayek Kallen Investment Management	0.10%	Reduce -53.4%	1,305	$316K
Charter Capital Management, LLC\DE	0.17%	Add +0.8%	2,960	$315K
NorthRock Partners, LLC	0.01%	New	2,949	$314K
Castle Wealth Management LLC	0.10%	New	2,916	$311K
Trustmark Bank Trust Department	0.02%	No change	2,907	$310K
Ellenbecker Investment Group	0.05%	Reduce -18.5%	2,894	$308K
Element Wealth, LLC	0.13%	Add +7.1%	2,884	$307K
Riverbend Wealth Management, LLC	0.21%	Add +0.4%	2,876	$306K
BBR Partners, LLC	0.02%	No change	2,870	$306K
Northstar Financial Companies, Inc.	0.28%	New	2,867	$305K
Millington Financial Advisors, LLC	0.15%	Reduce -2.1%	2,851	$305K
Shepherd Financial Partners LLC	0.03%	No change	2,861	$305K
Unified Investment Management	0.30%	No change	2,850	$303K
Legacy Capital Wealth Partners, LLC	0.07%	Reduce -87.2%	2,837	$302K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.04%	Add +8.1%	2,834	$302K
Innova Wealth Partners	0.16%	Reduce -1.7%	2,820	$300K
Addison Capital Co	0.09%	No change	2,816	$300K
TRUE Private Wealth Advisors	0.03%	No change	2,803	$298K
Schmidt P J Investment Management Inc.	0.05%	Reduce -40.3%	2,799	$298K
Parkside Financial Bank & Trust	0.02%	Reduce -34.5%	2,789	$297K
Oder Investment Management, LLC	0.21%	Add +0.3%	2,781	$296K
Efficient Advisors, LLC	0.02%	Reduce -19.4%	2,775	$296K
Parsons Capital Management Inc.	0.02%	No change	2,772	$295K
Gallacher Capital Management LLC	0.12%	Reduce -5.2%	2,771	$295K
Aprio Wealth Management, LLC	0.03%	Add +0.8%	2,768	$295K
Whitegate Investment Counselors, Inc.	0.10%	Reduce -72.5%	2,765	$294K
Conrad Siegel Investment Advisors, Inc.	0.06%	New	2,764	$294K
StrongBox Wealth, LLC	0.10%	No change	2,759	$294K
Blodgett Wealth Advisors, LLC	0.20%	No change	2,739	$292K
Lee Financial Co	0.04%	Reduce -47.5%	2,734	$291K
Wagner Wealth Management, LLC	0.07%	Add +258.3%	2,730	$291K
Pinnacle Financial Partners Inc	0.01%	Reduce -81.6%	2,726	$290K
Family Investment Center, Inc.	0.06%	Reduce -14.7%	2,723	$290K
Heritage Family Offices, LLP	0.13%	Reduce -55.0%	2,715	$289K
Northwest Wealth Management, LLC	0.05%	No change	2,700	$288K
Williams Jones Wealth Management, LLC.	0.00%	No change	2,700	$288K
Whitcomb & Hess, Inc.	0.07%	Reduce -23.7%	2,686	$286K
Axis Wealth Partners, LLC	0.17%	Add +0.6%	2,672	$285K
OneAscent Financial Services LLC	0.02%	Reduce -40.6%	2,667	$284K
Round Rock Advisors LLC	0.04%	No change	2,665	$284K
Merkkuri Wealth Advisors LLC	0.21%	Reduce -22.4%	2,664	$284K
Bank Ozk	0.10%	Reduce -5.4%	2,643	$281K
Aventura Private Wealth, LLC	0.10%	Reduce -1.5%	2,641	$281K
LaSalle St. Investment Advisors, LLC	0.05%	Add +13.7%	2,642	$281K
Private Wealth Group, LLC	0.14%	Reduce -26.0%	2,637	$281K
Cornerstone Wealth Group, LLC	0.02%	Reduce -5.3%	2,630	$280K
Oregon Pacific Wealth Management, LLC	0.24%	New	2,627	$280K
LGL Partners, LLC	0.12%	Add +27.9%	2,614	$278K
Patten & Patten Inc.	0.02%	No change	2,595	$276K
Reston Wealth Management LLC	0.09%	Reduce -26.4%	2,592	$276K
Dearborn Partners LLC	0.01%	New	2,574	$274K
Allegheny Financial Group	0.05%	No change	2,572	$274K
Lokken Investment Group LLC	0.09%	Reduce -25.0%	2,571	$274K
IVC Wealth Advisors LLC	0.12%	New	2,564	$273K
Baker Boyer National Bank	0.09%	No change	2,560	$273K
One Charles Private Wealth Services, LLC	0.07%	No change	2,550	$272K
Signal Advisors Wealth, LLC	0.02%	Reduce -52.9%	2,550	$272K
Ceeto Capital Group, LLC	0.08%	No change	2,544	$271K
Kickstand Ventures, Llc.	0.06%	No change	2,538	$270K
Cardiff Park Advisors, LLC	0.02%	Add +0.5%	2,535	$270K
Harvey Capital Management Inc.	0.06%	No change	2,510	$267K
Advisor OS, LLC	0.02%	Reduce -71.9%	2,501	$266K
Arrowroot Family Office, LLC	0.11%	Reduce -14.8%	2,490	$265K
Idaho Trust Co	0.09%	Reduce -15.7%	2,490	$265K
FLC Capital Advisors	0.05%	Reduce -11.8%	2,481	$264K
McGinn Penninger Investment Management, Inc.	0.15%	Reduce -23.6%	2,455	$261K
Fearless Solutions, LLC dba Best Invest	0.16%	No change	2,411	$257K
Peddock Capital Advisors, LLC	0.06%	No change	2,404	$256K
MMBG Investment Advisors Co.	0.02%	New	2,400	$256K
National Bank of Canada	0.00%	Add +793.3%	2,394	$255K
MBA Advisors LLC	0.11%	No change	2,390	$255K
Cambria Investment Management, L.P.	0.02%	Reduce -23.1%	2,389	$254K
Vista Investment Management	0.09%	Reduce -4.4%	2,380	$253K
Leigh Baldwin & Co., LLC	0.14%	Add +1.1%	2,369	$252K
Paladin Advisory Group, LLC	0.20%	Reduce -2.1%	2,359	$251K
OMNI 360 Wealth, Inc.	0.14%	Add +10.2%	2,350	$250K
Fonville Wealth Management LLC	0.06%	Add +0.3%	2,346	$250K
Libra Wealth LLC	0.07%	Reduce -9.1%	2,339	$249K
Aviance Capital Partners, LLC	0.03%	Reduce -24.1%	2,329	$248K
Kanawha Capital Management LLC	0.02%	No change	2,328	$248K
Evanson Asset Management, LLC	0.01%	Add +0.8%	2,325	$248K
Focused Wealth Management, Inc	0.03%	Add +0.4%	2,299	$245K
Cape Investment Advisory, Inc.	0.24%	Reduce -9.4%	2,291	$244K
Intergy Private Wealth, LLC	0.08%	New	2,291	$244K
Evensky & Katz LLC	0.01%	Add +0.8%	2,278	$243K
W.G. Shaheen & Associates DBA Whitney & Co	0.02%	Reduce -9.0%	2,280	$243K
Team Financial Group, LLC	0.11%	Reduce -3.8%	2,278	$243K
Fortress Financial Group, LLC	0.19%	No change	2,270	$242K
Peoples Bank	0.15%	New	2,227	$237K
Keystone Financial Group	0.02%	Reduce -21.8%	2,209	$235K
Orleans Capital Management Corp.	0.15%	No change	2,200	$234K
Marathon Trading Investment Management LLC	0.10%	Reduce -21.4%	2,200	$234K
Arete Wealth Advisors, LLC	0.01%	New	2,191	$234K
Obsidian Personal Planning Solutions LLC	0.08%	Reduce -6.2%	2,168	$233K
Gryphon Financial Partners LLC	0.03%	Add +2.8%	2,187	$233K
Summit Financial Consulting LLC	0.19%	Add +11.0%	2,184	$233K
Clarity Wealth Development LLC	0.21%	Reduce -13.2%	2,162	$233K
Financial Futures Ltd Liability Co.	0.11%	Reduce -1.3%	2,177	$232K
Harbour Trust & Investment Management Co	0.02%	No change	2,176	$232K
Clark Asset Management, LLC	0.03%	Add +6.5%	2,171	$231K
Oceanside Advisors LLC	0.14%	Add +5.8%	2,168	$231K
Novus Advisors, LLC	0.53%	No change	2,167	$231K
Texas Bank & Trust Co	0.09%	Add +3.6%	2,156	$230K
Tempus Wealth Planning, LLC	0.05%	Add +0.1%	2,131	$227K
My Personal CFO, LLC	0.09%	New	2,113	$225K
Foundation Wealth Management, LLC\PA	0.09%	Add +8.1%	2,113	$225K
Affinity Capital Advisors, LLC	0.03%	New	2,114	$225K
Act Wealth Management, LLC	0.08%	Reduce -2.3%	2,105	$224K
Pacifica Partners Inc.	0.08%	Reduce -8.7%	2,099	$223K
Atwater Malick LLC	0.06%	No change	2,094	$223K
Firestone Capital Management	0.05%	Add +0.8%	2,092	$223K
Watts Gwilliam & Co., LLC	0.04%	No change	2,086	$222K
Successful Portfolios LLC	0.13%	No change	2,085	$222K
Carrera Capital Advisors	0.04%	New	2,080	$222K
Journey Advisory Group, LLC	0.02%	No change	2,077	$221K
Postrock Partners LLC	0.10%	No change	2,075	$221K
Goelzer Investment Management, Inc.	0.01%	New	2,069	$220K
Delos Wealth Advisors, LLC	0.15%	New	2,065	$220K
Sovereign Financial Group, Inc.	0.04%	New	2,064	$220K
Fiducient Advisors LLC	0.03%	New	2,064	$220K
Impact Capital Partners LLC	0.07%	Add +7.2%	2,063	$220K
Evercore Wealth Management, LLC	0.00%	Reduce -52.0%	2,063	$220K
Sentinel Pension Advisors, LLC	0.04%	New	2,062	$220K
Capital Investment Advisory Services, LLC	0.02%	Add +5.5%	2,052	$219K
Warren Street Wealth Advisors, LLC	0.06%	Reduce -11.3%	2,024	$216K
American National Bank & Trust	0.02%	No change	2,022	$215K
Wolff Wiese Magana LLC	0.12%	Reduce -8.7%	2,020	$215K
Moneco Advisors, LLC	0.02%	New	2,020	$215K
OneAscent Family Office, LLC	0.17%	No change	2,008	$214K
Argyle Capital Partners, LLC	0.15%	New	2,003	$213K
Epiq Partners, LLC	0.10%	New	2,000	$213K
Clare Market Investments LLC	0.04%	New	2,000	$213K
VeraBank, N.A.	0.04%	Reduce -44.8%	2,000	$213K
Blalock Williams, LLC	0.18%	New	1,969	$210K
Lakeshore Financial Planning, Inc.	0.08%	Reduce -9.3%	1,967	$209K
Financial Freedom, LLC	0.10%	Reduce -60.3%	1,959	$209K
KFG Wealth Management, LLC	0.03%	Reduce -15.8%	1,956	$208K
Columbus Macro, LLC	0.02%	Reduce -0.1%	1,956	$208K
Partners Wealth Management, LLC	0.21%	Reduce -24.5%	1,953	$208K
Rainey & Randall Wealth Advisors Inc.	0.03%	Add +0.8%	1,951	$208K
Rossby Financial, LCC	0.07%	Add +7.7%	1,947	$207K
Five Oceans Advisors	0.08%	Reduce -2.0%	1,944	$207K
Veltria Advisors Corp.	0.91%	No change	1,944	$207K
Marion Wealth Management	0.05%	New	1,936	$206K
Brand Asset Management Group, Inc.	0.06%	New	1,921	$205K
Guardian Asset Advisors, LLC	0.11%	Reduce -42.9%	1,911	$204K
Bell Investment Advisors, Inc	0.03%	Add +5.0%	1,909	$203K
Defined Wealth Management, LLC	0.12%	Reduce -9.1%	1,905	$203K
Linscomb Wealth, Inc.	0.01%	New	1,901	$202K
Occidental Asset Management, LLC	0.03%	New	1,894	$202K
First Citizens Financial Corp	0.10%	New	1,889	$201K
Boltwood Capital Management	0.05%	New	1,889	$201K
CENTRAL TRUST Co	0.00%	Reduce -14.9%	1,849	$197K
Palisade Asset Management, LLC	0.02%	New	1,807	$192K
Fairscale Capital, LLC	0.13%	No change	1,782	$190K
SouthState Bank Corp	0.01%	Reduce -67.8%	1,751	$186K
Woodside Wealth Management LLC	0.15%	Add +52.3%	1,748	$186K
Kathleen S. Wright Associates Inc.	0.07%	Reduce -1.0%	1,748	$186K
Trust Co. of Toledo NA	0.02%	No change	1,738	$185K
Bogart Wealth, LLC	0.01%	No change	1,677	$179K
Farmers & Merchants Investments Inc.	0.01%	No change	1,674	$178K
Ameritas Advisory Services, LLC	0.01%	Reduce -55.8%	1,552	$165K
Promus Capital, LLC	0.11%	No change	1,550	$165K
ROSS\JOHNSON & Associates LLC	3.09%	No change	1,542	$164K
Ameriflex Group, Inc.	0.06%	Reduce -31.1%	1,542	$164K
Bernard Wealth Management Corp.	0.07%	Reduce -27.3%	1,540	$164K
Quest 10 Wealth Builders, Inc.	0.15%	Add +51.0%	1,539	$164K
Sound Income Strategies, LLC	0.01%	Add +15.6%	1,536	$164K
Moisand Fitzgerald Tamayo, LLC	0.02%	Reduce -10.8%	1,502	$160K
Colonial Trust Advisors	0.01%	Reduce -25.3%	1,500	$160K
Root Financial Partners, LLC	0.01%	New	1,479	$158K
GW&K Investment Management, LLC	0.00%	Add +8.2%	1,367	$146K
Pineridge Advisors LLC	0.04%	Reduce -3.9%	1,273	$136K
Rossmore Private Capital	0.01%	Reduce -40.2%	1,250	$133K
WFA of San Diego, LLC	0.09%	No change	1,215	$129K
Glass Jacobson Investment Advisors llc	0.05%	Add +0.5%	1,196	$127K
Richardson Financial Services Inc.	0.08%	Add +1.2%	1,193	$127K
AllSquare Wealth Management LLC	0.07%	No change	1,180	$126K
Princeton Global Asset Management LLC	0.02%	Add +0.1%	1,160	$123K
Trust Co. of Vermont	0.01%	No change	1,112	$118K
New Millennium Group LLC	0.05%	Add +13.3%	1,109	$118K
Quent Capital, LLC	0.01%	New	1,042	$111K
Hills Bank & Trust Co	0.01%	Reduce -79.3%	1,017	$108K
Pandora Wealth, Inc.	0.06%	Reduce -60.0%	1,000	$106K
Wilmington Savings Fund Society, FSB	0.00%	Reduce -89.1%	1,000	$106K
Guerra Advisors Inc	0.04%	New	976	$104K
IMA Advisory Services, Inc.	0.01%	No change	936	$100K
Sunbelt Securities, Inc.	0.01%	Reduce -50.1%	921	$98K
Washington Trust Advisors, Inc.	0.01%	No change	900	$96K
Golden State Wealth Management, LLC	0.01%	Add +0.6%	889	$95K
Ancora Advisors LLC	0.00%	Add +1425.0%	854	$91K
Atwood & Palmer Inc.	0.01%	Add +0.8%	833	$89K
United Community Bank	0.03%	Reduce -94.2%	800	$85K
Concord Wealth Partners	0.01%	Reduce -61.5%	762	$81K
Toth Financial Advisory Corp.	0.01%	Add +219.9%	755	$80K
Rise Advisors, LLC	0.03%	Add +0.8%	744	$79K
American Wealth Advisors, LLC	0.08%	—	739	$79K
Motco	0.01%	No change	726	$77K
Rice Partnership, LLC	0.01%	Add +25.6%	717	$76K
Gould Capital, LLC	0.04%	No change	677	$72K
Delta Asset Management LLC	0.01%	No change	670	$71K
Red Tortoise LLC	0.03%	Add +0.9%	669	$71K
Mechanics Financial Corp	0.03%	No change	643	$68K
Accredited Wealth Management, LLC	0.05%	Reduce -75.6%	144	$68K
Future Financial Wealth Managment LLC	0.04%	No change	604	$64K
Founders Financial Alliance, LLC	0.01%	Add +140.9%	595	$63K
Raffa Wealth Management, LLC	0.01%	New	573	$61K
Morris Financial Concepts, Inc.	0.02%	Add +27.5%	556	$59K
GoalVest Advisory LLC	0.01%	Reduce -65.7%	531	$57K
Indiana Trust & Investment Management Co	0.02%	New	522	$56K
Pflug Koory, LLC	0.03%	Add +0.6%	504	$54K
GPS Wealth Strategies Group, LLC	0.01%	No change	502	$53K
Harbor Investment Advisory, LLC	0.00%	No change	482	$51K
Financial Network Wealth Advisors LLC	0.05%	Add +83.8%	465	$50K
Clean Yield Group	0.01%	Add +0.9%	464	$49K
Horizon Financial Services, LLC	0.02%	No change	439	$47K
Integrity Financial Corp	0.02%	Add +16.2%	416	$44K
Harbor Asset Planning, Inc.	0.04%	Add +1.0%	413	$44K
S&T Bank	0.01%	No change	401	$43K
Nemes Rush Group LLC	0.00%	No change	397	$42K
HFM Investment Advisors, LLC	0.02%	Reduce -1.0%	389	$41K
Caitlin John, LLC	0.03%	New	378	$40K
DT Investment Partners, LLC	0.00%	Add +14.8%	372	$40K
Robinswood Financial LLC	0.01%	Reduce -33.6%	351	$37K
Evergreen Private Wealth LLC	0.02%	Reduce -23.4%	350	$37K
Inlight Wealth Management, LLC	0.02%	New	345	$37K
Register Financial Advisors LLC	0.01%	No change	336	$36K
Imprint Wealth LLC	0.11%	—	326	$35K
City State Bank	0.01%	No change	318	$34K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.07%	No change	313	$33K
CNB Bank	0.01%	No change	300	$32K
Keener Financial Planning LLC	0.01%	Add +36.4%	296	$31K
Hollencrest Capital Management	0.00%	No change	253	$27K
American Capital Advisory, LLC	0.01%	No change	250	$27K
Turning Point Benefit Group, Inc.	0.02%	New	242	$26K
N.E.W. Advisory Services LLC	0.00%	No change	236	$25K
Providence Capital Advisors, LLC	0.00%	No change	235	$25K
Key Financial Inc	0.00%	Add +0.4%	235	$25K
Financial Consulate, Inc.	0.00%	New	222	$24K
Silicon Valley Capital Partners	0.00%	No change	219	$23K
Evolution Wealth Management Inc.	0.02%	Reduce -48.7%	215	$23K
First PREMIER Bank	0.00%	No change	200	$21K
Family Legacy Financial Solutions, LLC	0.02%	New	192	$20K
Glen Eagle Advisors, LLC	0.00%	No change	185	$20K
Hurley Capital, LLC	0.01%	Add +0.6%	174	$19K
Measured Wealth Private Client Group, LLC	0.00%	New	169	$18K
MTM Investment Management, LLC	0.01%	Add +1.2%	165	$18K
Y.D. More Investments Ltd	0.00%	No change	160	$17K
Roxbury Financial LLC	0.02%	Add +0.6%	157	$17K
Realta Investment Advisors	0.01%	Reduce -82.0%	157	$17K
SWAN Capital LLC	0.01%	Reduce -25.2%	154	$16K
Holos Integrated Wealth LLC	0.01%	No change	144	$15K
Investors Research Corp	0.00%	New	139	$15K
Seneschal Advisors, LLC	0.01%	New	138	$15K
Raleigh Capital Management Inc.	0.01%	Reduce -60.8%	136	$15K
IMG Wealth Management, Inc.	0.01%	No change	134	$14K
Westfuller Advisors, LLC	0.01%	New	123	$13K
Archer Investment Corp	0.00%	No change	118	$13K
Tidemark, LLC	0.00%	Add +0.9%	114	$12K
Hantz Financial Services, Inc.	0.00%	Reduce -48.9%	117	$12K
Midwest Capital Advisors, LLC	0.01%	Add +0.9%	112	$12K
Aspect Partners, LLC	0.00%	No change	102	$11K
New Republic Capital, LLC	0.00%	Add +65.6%	101	$11K
Viewpoint Capital Management LLC	0.00%	No change	100	$11K
Bfsg, LLC	0.00%	No change	100	$11K
LGT Financial Advisors LLC	0.02%	Reduce -71.9%	96	$10K
Valley Wealth Managers, Inc.	0.00%	No change	95	$10K
Chilton Capital Management LLC	0.00%	New	95	$10K
SOA Wealth Advisors, LLC.	0.00%	No change	87	$9K
Creative Capital Management Investments LLC	0.00%	New	82	$9K
MJT & Associates Financial Advisory Group, Inc.	0.01%	Reduce -89.3%	76	$8K
Transamerica Financial Advisors, LLC	0.00%	Add +40.7%	76	$8K
TCTC Holdings, LLC	0.00%	No change	75	$8K
Wealth Preservation Advisors, LLC	0.00%	Add +2.9%	72	$8K
Quaker Wealth Management, LLC	0.00%	No change	71	$8K
Tower Research Capital LLC (TRC)	0.00%	New	60	$6K
Foster Dykema Cabot & Partners, LLC	0.00%	New	58	$6K
Prestige Wealth Management Group LLC	0.00%	No change	56	$6K
United Financial Planning Group LLC	0.00%	—	53	$6K
Wealth Watch Advisors, INC	0.00%	New	47	$5K
Spurstone Advisory Services, LLC	0.07%	No change	46	$5K
Rothschild Investment LLC	0.00%	No change	43	$5K
Cedar Mountain Advisors, LLC	0.00%	New	42	$4K
Activest Wealth Management	0.00%	Add +0.0%	42	$4K
HighMark Wealth Management LLC	0.00%	New	41	$4K
Vermillion & White Wealth Management Group, LLC	0.00%	No change	40	$4K
Pillar Financial Advisors, LLC	0.00%	No change	33	$4K
Vermillion Wealth Management, Inc.	0.00%	No change	33	$4K
DecisionPoint Financial, LLC	0.00%	New	29	$3K
SYM FINANCIAL Corp	0.00%	No change	25	$3K
North Ridge Wealth Advisors, Inc.	0.00%	Add +15.0%	23	$2K
Financial Life Planners	0.00%	New	20	$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
Legacy Wealth Managment, LLC	0.00%	New	12	$1K
West Paces Advisors Inc.	0.00%	New	12	$1K
Blume Capital Management, Inc.	0.00%	New	10	$1K
Hemington Wealth Management	0.00%	No change	10	$1K
North Capital, Inc.	0.00%	Add +14.3%	8	$852
Compass Financial Services Inc	0.00%	No change	6	$646
West Financial Advisors, LLC	0.00%	Reduce -99.9%	4	$426
Addison Advisors LLC	0.00%	No change	3	$320
Asset Dedication, LLC	0.00%	Reduce -97.3%	3	$320
Jackson Hole Capital Partners, LLC	0.00%	No change	3	$319
DHJJ Financial Advisors, Ltd.	0.00%	No change	2	$213
Gables Capital Management Inc.	0.00%	No change	1	$106

"% 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.