iShares National Muni Bond EMUBETF

13F holders, Q4 2025 (December 31)

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

1,632holders +93

100new positions

91sold out

7famous investors

$107.05avg. 13F price*

At the end of Q4 2025, 1,632 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, up 93 from Q3 2025. 100 opened new positions and 91 sold out. The largest holders were Bank of America Corp. ($4.0B), FMR LLC ($2.4B) and Betterment LLC ($2.0B). 7 famous investors held it, including George Soros (0.5% 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 Q3 2025 → Q4 2025

	Institutions	Total Value
New Positions	100	$139.3M
Exits	91	$676.8M

All 13F filers, Q3 2025 → Q4 2025: 24,739,944 shares bought and 11,527,600 shares sold, net +13,212,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,632 holders


Bank of America Corp.	0.29%	Add +11.3%	37,349,821	$4.0B
FMR LLC	0.12%	Add +0.6%	22,297,884	$2.4B
Betterment LLC	3.88%	Add +9.5%	18,990,218	$2.0B
Envestnet Asset Management Inc.	0.45%	Reduce -0.7%	14,182,545	$1.5B
Creative Planning	1.04%	Add +2.8%	13,555,369	$1.5B
LPL Financial LLC	0.33%	Add +6.0%	11,099,309	$1.2B
Fisher Asset Management	0.39%	Add +10.2%	10,713,817	$1.1B
Wells Fargo & Company	0.21%	Reduce -0.5%	9,936,446	$1.1B
Morgan Stanley	0.05%	Add +6.0%	8,576,961	$918.7M
Mercer Global Advisors Inc.	1.40%	Add +13.8%	8,549,244	$915.7M
Northwestern Mutual Wealth Management Co.	0.57%	Add +4.0%	8,431,113	$903.1M
PNC Financial Services Group, Inc.	0.43%	Add +1.1%	7,336,158	$785.8M
Bank of New York Mellon Corp	0.13%	Add +2.8%	7,089,365	$759.3M
Tiaa Trust, National Association	1.47%	Add +3.7%	5,733,941	$614.2M
Sei Investments Co.	0.56%	Add +12.3%	5,268,267	$564.3M
US Bancorp \de	0.66%	Reduce -1.3%	5,229,521	$560.1M
Wealthfront Advisers LLC	1.17%	Reduce -2.8%	4,900,255	$524.9M
JPMorgan Chase & Co.	0.03%	Add +2.5%	4,691,873	$502.5M
Assetmark, Inc.	0.67%	Add +5.7%	3,067,392	$328.5M
Allstate Corp.	4.41%	Add +173.3%	3,016,409	$323.1M
Commonwealth Equity Services, LLC	0.41%	Add +0.5%	2,861,748	$306.5M
Cetera Investment Advisers	0.33%	Add +7.0%	2,794,564	$299.3M
Orgel Wealth Management, LLC	6.18%	Add +1.8%	2,615,919	$280.2M
UBS Group AG	0.05%	Reduce -0.9%	2,445,652	$262.0M
Rwa Wealth Partners, LLC	2.77%	Reduce -1.2%	2,366,971	$253.5M
Jones Financial Companies LLLP	0.15%	Add +9.7%	2,272,610	$243.4M
Ameriprise Financial Inc.	0.05%	Add +13.9%	2,222,277	$238.0M
Mariner, LLC	0.26%	Add +9.1%	2,048,932	$219.5M
MML Investors Services, LLC	0.53%	Add +17.0%	2,028,701	$217.3M
Raymond James Financial Inc.	0.06%	Reduce -21.9%	1,789,329	$191.7M
Sequoia Financial Advisors, LLC	1.06%	Add +3.6%	1,766,391	$189.2M
Envestnet Portfolio Solutions, Inc.	0.66%	Add +5.7%	1,753,361	$187.8M
HighTower Advisors, LLC	0.21%	Reduce -0.1%	1,752,430	$187.7M
Facet Wealth, Inc.	3.00%	Add +22.7%	1,570,665	$169.3M
One Capital Management, LLC	4.86%	Add +9.2%	1,499,828	$160.6M
LMR Partners LLP	2.04%	Add +398.3%	1,495,000	$160.1M
Goldman Sachs Group Inc.	0.02%	Reduce -3.7%	1,323,992	$141.8M
Royal Bank of Canada	0.02%	Add +15.3%	1,287,927	$137.9M
Captrust Financial Advisors	0.25%	Add +1.1%	1,217,656	$130.4M
Focus Partners Wealth	0.15%	Add +15.3%	1,198,803	$128.1M
Citigroup Inc.	0.09%	Reduce -8.0%	1,173,907	$125.7M
Choate Investment Advisors	2.45%	Reduce -4.7%	1,165,513	$124.8M
Signaturefd, LLC	1.90%	Reduce -1.0%	1,163,532	$124.6M
Cerity Partners LLC	0.16%	Add +15.1%	999,229	$107.0M
Truist Financial Corp.	0.14%	Add +7.2%	954,626	$102.2M
Corient Private Wealth LP	0.12%	Add +7.5%	848,000	$90.8M
Osaic Holdings, Inc.	0.13%	Reduce -16.8%	845,747	$90.6M
Oxford Financial Group, LTD. LLC	4.92%	Reduce -3.4%	836,123	$89.6M
Wealth Enhancement Advisory Services, LLC	0.12%	Add +3.8%	821,289	$88.2M
EP Wealth Advisors, LLC	0.44%	—	784,953	$84.1M
Orion Porfolio Solutions, LLC	0.61%	Add +11.1%	778,177	$83.4M
OneDigital Investment Advisors LLC	0.81%	Add +3.5%	773,469	$82.8M
Balentine LLC	2.88%	Reduce -11.1%	708,272	$75.9M
Angeles Wealth Management, LLC	4.15%	Add +5.5%	702,947	$75.3M
Cwm, LLC	0.20%	Add +7.5%	687,924	$73.7M
Bessemer Group Inc.	0.11%	Add +24.4%	687,254	$73.6M
Rockefeller Capital Management L.P.	0.13%	Add +3.0%	649,211	$69.5M
Prime Capital Investment Advisors, LLC	0.84%	Add +9.8%	644,467	$69.0M
Beacon Pointe Advisors, LLC	0.48%	Add +8.0%	633,779	$67.9M
Sofi Wealth, LLC	3.37%	Add +9.3%	631,789	$67.7M
Forvis Mazars Wealth Advisors, LLC	1.28%	Reduce -0.3%	630,882	$67.6M
Stifel Financial Corp.	0.06%	Add +2.5%	618,998	$66.3M
Wealthspire Advisors, LLC	0.52%	Reduce -37.4%	609,110	$65.2M
State of Wisconsin Investment Board	0.15%	No change	607,800	$65.1M
Financial Engines Advisors L.L.C.	0.12%	Add +1.0%	599,668	$64.2M
United Capital Financial Advisors, LLC	0.38%	Add +3.5%	587,593	$62.9M
Cliftonlarsonallen Wealth Advisors, LLC	0.94%	Reduce -3.7%	582,008	$62.3M
Bank of Montreal	0.03%	Add +18.4%	572,680	$61.3M
Jane Street Group, LLC	0.07%	Reduce -38.6%	551,732	$59.1M
Coldstream Capital Management Inc.	0.76%	Add +1.4%	544,186	$58.3M
Crestwood Advisors Group, LLC	0.96%	Add +9.1%	535,338	$57.3M
Wealthcare Advisory Partners LLC	1.12%	Add +14.3%	533,437	$57.1M
Parcion Private Wealth LLC	3.31%	Add +2.1%	507,509	$54.4M
O'shaughnessy Asset Management, LLC	0.30%	Add +33.7%	503,080	$53.9M
Avantax Planning Partners, Inc.	1.51%	Add +9.6%	502,707	$53.8M
Manning & Napier Advisors LLC	0.70%	Add +3.5%	500,483	$53.6M
Foster Group, Inc.	1.59%	Add +11.2%	491,509	$52.6M
Farther Finance Advisors, LLC	0.55%	Add +5.0%	476,523	$51.0M
Kestra Investment Management, LLC	1.24%	Add +7.4%	473,402	$50.7M
Alliancebernstein L.P.	0.02%	Reduce -0.5%	469,688	$50.3M
Wedmont Private Capital	1.74%	Reduce -6.4%	465,572	$50.1M
Arkos Global Advisors	6.42%	Reduce -4.1%	467,492	$50.1M
Franklin Resources Inc.	0.01%	Reduce -20.4%	458,587	$49.1M
Equitable Holdings, Inc.	0.33%	Add +6.5%	451,925	$48.4M
AE Wealth Management LLC	0.28%	Add +13.1%	449,804	$48.2M
Dynasty Wealth Management, LLC	0.47%	Add +17.8%	445,174	$47.7M
Nuveen, LLC	0.01%	Add +819.6%	440,594	$47.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0.01%	New	438,491	$47.0M
Allworth Financial LP	0.19%	Add +8.0%	424,154	$45.4M
Retirement Investment Advisors, Inc.	3.65%	Add +7.9%	422,852	$45.3M
Comerica Bank	0.17%	Add +2.1%	407,499	$43.6M
Ascent Group, LLC	1.48%	Add +7.9%	403,461	$43.2M
HSBC Holdings PLC	0.02%	Add +904.1%	395,869	$42.4M
JFS Wealth Advisors, LLC	2.30%	Add +1.6%	381,852	$40.9M
HRT Financial LP	0.12%	Add +204.9%	361,847	$38.8M
Thrivent Financial for Lutherans	0.07%	Add +2.1%	360,674	$38.6M
Cardinal Point Capital Management ULC	2.50%	Add +2.0%	356,448	$38.2M
Lutz Financial Services LLC	2.56%	Add +3.7%	351,298	$37.6M
Cahaba Wealth Management, Inc.	2.62%	Add +3.4%	350,964	$37.6M
Cambridge Investment Research Advisors, Inc.	0.10%	Add +10.1%	342,236	$36.7M
Schneider Downs Wealth Management Advisors, LP	4.11%	Add +8.7%	340,737	$36.5M
Sanctuary Advisors, LLC	0.20%	Add +10.7%	339,913	$36.4M
Baird Financial Group, Inc.	0.05%	Reduce -7.8%	328,222	$35.2M
Liquid Strategies, LLC	7.57%	Add +23.6%	324,592	$34.8M
Prudential Financial Inc.	0.04%	Reduce -23.8%	323,360	$34.6M
Kestra Advisory Services, LLC	0.14%	Add +24.1%	316,920	$33.9M
Trust Co	3.06%	Add +14.3%	304,517	$32.6M
Aspiriant, LLC	0.93%	Reduce -10.4%	302,809	$32.4M
SageView Advisory Group, LLC	1.09%	Reduce -3.6%	301,950	$32.3M
Ackerman Capital Advisors, LLC	6.46%	Add +4.8%	300,270	$32.2M
Rockwood Wealth Management, LLC	2.37%	Add +0.3%	296,324	$31.7M
Global Strategic Investment Solutions, LLC	3.09%	Add +2.5%	294,893	$31.6M
Commerce Bank	0.17%	Reduce -1.4%	292,415	$31.3M
Choreo, LLC	0.39%	Add +4.9%	288,053	$30.9M
Quotient Wealth Partners, LLC	0.81%	Add +14.2%	285,028	$30.5M
Gradient Investments LLC	0.47%	Add +42.2%	278,687	$29.9M
Natixis Advisors, LLC	0.04%	Reduce -45.6%	276,723	$29.6M
Integrated Wealth Concepts LLC	0.35%	Reduce -10.8%	272,666	$29.2M
Savvy Advisors, Inc.	0.94%	Add +37.0%	272,482	$29.2M
Private Advisor Group, LLC	0.14%	Add +5.6%	270,389	$29.0M
M&T Bank Corp	0.09%	Reduce -2.5%	269,700	$28.9M
Bluespring Wealth Management, LLC	2.48%	Reduce -0.8%	269,208	$28.8M
Stratos Wealth Partners, LTD.	0.32%	Add +13.6%	259,988	$27.8M
Dakota Wealth Management	0.48%	Add +109.5%	254,821	$27.3M
Laird Norton Wetherby Trust Company, LLC	0.57%	Add +175.1%	254,305	$27.2M
Avior Wealth Management, LLC	0.84%	Add +4.1%	253,018	$27.1M
Fort Point Capital Partners LLC	3.19%	Add +0.5%	245,042	$26.4M
Sagespring Wealth Partners, LLC	0.48%	Add +14.1%	244,854	$26.2M
Peapack Gladstone Financial Corp.	0.33%	Add +12.0%	243,190	$26.0M
Capstone Investment Advisors, LLC	0.26%	Add +125.5%	242,601	$26.0M
Soros Fund Management	0.46%	No change	241,400	$25.9M
One Wealth Advisors, LLC	3.15%	Add +11.6%	240,913	$25.8M
CX Institutional	0.77%	Add +2.3%	240,338	$25.7M
Legacy Edge Advisors, LLC	2.78%	Add +18.4%	237,517	$25.4M
Plante Moran Financial Advisors, LLC	1.61%	Reduce -2.5%	237,402	$25.4M
Wesbanco Bank Inc.	0.70%	Add +5.2%	236,433	$25.3M
Steward Partners Investment Advisory, LLC	0.14%	Add +4.5%	232,414	$24.9M
Ally Invest Advisors Inc.	1.71%	Add +6.3%	231,054	$24.7M
Ledyard National Bank	2.11%	Add +0.1%	229,088	$24.5M
Merit Financial Group, LLC	0.20%	Add +18.2%	228,835	$24.5M
MIdWestOne Financial Group, Inc.	2.70%	Add +394.4%	227,052	$24.3M
Alaska Wealth Advisors, LLC	3.09%	Add +4.2%	226,477	$24.3M
Bear Mountain Capital, Inc.	7.77%	Reduce -10.4%	223,423	$24.1M
Cresset Asset Management, LLC	0.10%	Reduce -5.3%	224,297	$24.0M
New York Life Investment Management LLC	0.20%	Reduce -46.2%	221,546	$23.7M
First Citizens Bank & Trust Co.	0.49%	Reduce -18.0%	219,281	$23.5M
Pathstone Holdings, LLC	0.09%	Reduce -2.8%	218,410	$23.4M
BlackRock, Inc.	0.00%	Add +311.9%	218,298	$23.4M
Icon Wealth Advisors, LLC	1.56%	Reduce -2.2%	218,218	$23.4M
Arax Advisory Partners	0.68%	New	217,952	$23.3M
Waldron Private Wealth LLC	0.92%	Reduce -3.1%	217,705	$23.3M
Salomon & Ludwin, LLC	2.04%	Add +7.7%	215,345	$23.1M
Crewe Advisors LLC	2.05%	Add +3.1%	215,722	$23.1M
Modera Wealth Management, LLC	0.27%	Add +3.8%	215,092	$23.0M
Axxcess Wealth Management, LLC	0.40%	Add +3.2%	210,915	$22.6M
Boston Standard Wealth Management, LLC	3.72%	Add +3.6%	210,231	$22.5M
Janney Montgomery Scott LLC	0.05%	Add +10.9%	208,937	$22.4M
BNP Paribas Financial Markets	0.01%	Add +217.6%	203,120	$21.8M
Slow Capital, Inc.	2.60%	Add +9.7%	202,919	$21.7M
Bernicke Wealth Management, Ltd.	2.75%	—	199,674	$21.4M
NewEdge Advisors, LLC	0.08%	Reduce -4.0%	197,425	$21.1M
Kingdom Financial Group LLC.	6.52%	Add +208.9%	196,934	$21.1M
World Investment Advisors	0.35%	Add +19.7%	196,356	$21.0M
Unique Wealth, LLC	2.92%	Add +6.3%	195,096	$20.9M
Alesco Advisors, LLC, An ESL Co	0.54%	Add +8.8%	194,627	$20.8M
Perigon Wealth Management, LLC	0.37%	Add +4.2%	194,448	$20.8M
Waterway Wealth Management, LLC	4.66%	Reduce -3.4%	192,238	$20.6M
Resonant Capital Advisors, LLC	1.13%	Add +8.2%	191,279	$20.5M
Cardinal Strategic Wealth Guidance	5.10%	Reduce -12.7%	182,339	$19.5M
Capital Asset Advisory Services LLC	0.78%	Add +2.5%	181,345	$19.5M
Apella Capital, LLC	0.38%	Add +7.3%	181,727	$19.5M
Charles Schwab Trust Co	1.27%	Reduce -0.1%	180,497	$19.3M
Regions Financial Corp.	0.12%	Reduce -1.6%	178,770	$19.1M
GAMMA Investing LLC	0.96%	Add +28.7%	178,633	$19.1M
Vicus Capital	1.42%	Add +2.1%	176,491	$18.9M
RTD Financial Advisors, Inc.	2.29%	Reduce -7.5%	175,044	$18.7M
Stairway Partners, LLC	0.96%	Add +15.3%	173,172	$18.5M
Meridian Wealth Partners, LLC	2.55%	Reduce -13.6%	172,905	$18.5M
Integrated Advisors Network LLC	0.82%	Add +5.6%	172,613	$18.5M
Vise Technologies, Inc.	0.36%	Add +47.0%	171,813	$18.4M
Morton Brown Family Wealth, LLC	4.99%	Add +11.3%	171,231	$18.3M
Symmetry Partners, LLC	1.07%	Reduce -0.5%	168,489	$18.0M
Vestmark Advisory Solutions, Inc.	0.24%	Reduce -10.6%	167,945	$18.0M
Advisory Services Network, LLC	0.25%	Add +42.2%	167,346	$17.9M
Freestone Capital Holdings, LLC	0.53%	Add +26.4%	166,512	$17.8M
Seeds Investor LLC	3.37%	Add +19.5%	163,917	$17.6M
Brown Wealth Management, LLC	4.43%	Add +15.0%	157,314	$16.8M
Aptus Capital Advisors, LLC	0.14%	Add +2.0%	157,052	$16.8M
Composition Wealth, LLC	0.24%	Reduce -13.0%	156,091	$16.7M
City of London Investment Management Co. Ltd.	1.25%	Add +8.3%	155,979	$16.7M
SCS Capital Management LLC	0.17%	Reduce -1.6%	154,146	$16.5M
FUKOKU MUTUAL LIFE INSURANCE Co	1.08%	No change	153,000	$16.4M
Altura Wealth Advisors Inc.	7.02%	Add +16.2%	152,311	$16.3M
Northeast Financial Group, Inc.	4.07%	Add +9.8%	151,489	$16.2M
Stage Harbor Financial, LLC	10.88%	Reduce -0.8%	150,760	$16.1M
Black Diamond Financial, LLC	1.69%	Add +0.3%	149,628	$16.0M
Wealth Alliance, LLC	1.56%	Add +445.8%	149,027	$16.0M
Revolve Wealth Partners, LLC	1.87%	Add +4.6%	148,750	$15.9M
Capital Analysts, LLC	0.44%	Add +7.5%	148,571	$15.9M
North Star Investment Management Corp.	1.00%	Add +0.0%	147,833	$15.8M
RMR Wealth Builders	1.23%	Reduce -20.9%	144,051	$15.4M
Chesley Taft & Associates LLC	0.60%	Reduce -1.0%	141,803	$15.2M
Brookstone Capital Management	0.17%	Add +7.3%	140,193	$15.0M
Brooklyn FI, LLC	3.20%	Reduce 0.0%	139,564	$14.9M
German American Bancorp, Inc.	1.27%	Reduce -0.1%	138,722	$14.9M
Manhattan West Asset Management, LLC	3.04%	Add +7.7%	138,534	$14.8M
Waterloo Capital, L.P.	1.07%	Add +2.1%	138,385	$14.8M
Lido Advisors, LLC	0.06%	Reduce -1.3%	138,638	$14.8M
UNIVEST FINANCIAL Corp	0.78%	Reduce -0.2%	137,139	$14.7M
Citizens Financial Group Inc.	0.20%	Add +6.0%	136,089	$14.6M
First Financial Bank - Trust Division	1.19%	Add +5.1%	135,135	$14.5M
Towercrest Capital Management	2.27%	Add +3.5%	134,296	$14.4M
Clearwater Capital Advisors, LLC	1.20%	Reduce -11.9%	134,078	$14.4M
AMG National Trust Bank	0.34%	Reduce -31.6%	133,167	$14.3M
Capital Insight Partners, LLC	2.98%	Reduce -11.2%	131,357	$14.1M
Alley Investment Management Company, LLC	1.64%	Add +0.1%	131,111	$14.0M
Elm Partners Management LLC	0.63%	Add +159.4%	130,108	$13.9M
PDS Planning, Inc	0.93%	Add +23.8%	130,034	$13.9M
Single Point Partners, LLC	2.74%	Add +5.4%	129,531	$13.9M
Renaissance Technologies	0.02%	Reduce -54.8%	128,850	$13.8M
CIBC Private Wealth Group LLC	0.02%	Add +1.9%	128,303	$13.7M
Robertson Stephens Wealth Management, LLC	0.39%	Add +8.5%	128,103	$13.7M
Great Valley Advisor Group, Inc.	0.26%	Add +25.3%	126,376	$13.5M
&partners	0.07%	Add +5.7%	125,314	$13.4M
Diversified Portfolios, Inc.	1.11%	Reduce -6.2%	124,634	$13.3M
OpenArc Corporate Advisory, LLC	0.22%	—	124,442	$13.3M
McNamara Financial Services, Inc.	2.51%	Reduce -29.0%	123,713	$13.3M
Russell Investments Group, Ltd.	0.01%	Add +40.0%	123,212	$13.2M
Clearstead Advisors, LLC	0.16%	Add +0.7%	121,369	$13.0M
Nisa Investment Advisors, LLC	0.04%	Add +19.2%	119,840	$12.8M
Waverly Advisors, LLC	0.10%	Reduce -5.8%	117,485	$12.6M
Verus Wealth Management, LLC	11.70%	Add +1.5%	117,216	$12.6M
Allspring Global Investments Holdings, LLC	0.02%	Add +386.9%	116,477	$12.5M
Beacon Bridge Wealth Partners, LLC	4.13%	Reduce -1.9%	116,095	$12.4M
Kestra Private Wealth Services, LLC	0.15%	Add +1.4%	115,172	$12.3M
Deutsche Bank AG	0.00%	Reduce -3.0%	112,596	$12.1M
Veery Capital, LLC	3.70%	Add +3.2%	112,489	$12.0M
Fifth Third Bancorp	0.04%	Add +7.0%	112,409	$12.0M
Skyline Advisors, Inc.	4.02%	Add +2.8%	112,348	$12.0M
Horiko Capital Management LLC	2.64%	Reduce -6.1%	111,900	$12.0M
Albion Financial Group	0.74%	Reduce -1.0%	111,352	$11.9M
Ellevest, Inc.	1.64%	Add +2.9%	110,702	$11.9M
AlTi Global, Inc.	0.25%	Reduce -21.9%	109,490	$11.7M
Leonard Rickey Investment Advisors P.L.L.C.	2.10%	Add +2.9%	108,689	$11.6M
Global Wealth Strategies & Associates	2.90%	Add +4.6%	108,465	$11.6M
Connecticut Wealth Management, LLC	0.50%	Add +16.8%	108,122	$11.6M
Diversified Enterprises, LLC	0.68%	Add +16.5%	107,220	$11.5M
Aquire Wealth Advisors, LLC	2.94%	Reduce -0.8%	105,464	$11.3M
Tyche Wealth Partners LLC	1.78%	Add +9.6%	104,899	$11.2M
Fiduciary Trust Co	0.13%	Add +5.1%	104,395	$11.2M
Apeiron RIA LLC	2.24%	Reduce -1.5%	102,961	$11.1M
Stonehage Fleming Financial Services Holdings Ltd	0.33%	Add +14.1%	101,120	$10.8M
Martel Wealth Advisors LLC	1.85%	Add +2.3%	100,952	$10.8M
Nicolet Advisory Services, LLC	0.72%	Add +3.1%	99,281	$10.7M
BSW Wealth Partners	1.28%	Add +43.8%	99,354	$10.6M
Atria Investments, Inc	0.12%	Add +21.9%	99,125	$10.6M
Wealthcare Capital Management LLC	1.05%	Add +37.9%	98,759	$10.6M
Nolet Wealth Management, LLC	5.89%	—	98,583	$10.6M
Mather Group, Llc.	0.11%	Reduce -2.4%	96,660	$10.4M
Bragg Financial Advisors, Inc	0.33%	Add +5.5%	95,876	$10.3M
Bridge Generations Wealth Management LLC	6.31%	Add +56.4%	95,206	$10.2M
BTC Capital Management, Inc.	0.71%	Add +15.5%	94,677	$10.1M
NewEdge Wealth, LLC	0.11%	Reduce -27.9%	94,333	$10.1M
Regal Investment Advisors LLC	0.60%	Add +9.8%	94,332	$10.1M
Ullmann Wealth Partners Group, LLC	1.05%	No change	93,963	$10.1M
WealthCollab, LLC	4.09%	Add +12.5%	93,395	$10.0M
Weitzel Financial Services, Inc.	3.84%	Reduce -1.4%	92,563	$9.9M
Smith & Howard Wealth Management, LLC	2.26%	Add +2.8%	92,350	$9.9M
Confluence Wealth Services, Inc.	0.41%	Add +10.8%	91,906	$9.8M
Rivernorth Capital Management, LLC	0.46%	New	90,811	$9.7M
Sigma Planning Corp	0.27%	Reduce -4.0%	90,725	$9.7M
First Citizens Asset Management, Inc.	3.40%	Add +1.5%	90,696	$9.7M
Heritage Wealth Management, Inc./Texas	4.21%	Reduce -22.1%	90,664	$9.7M
Wealth Advisory Solutions, LLC	2.25%	Add +9.1%	90,158	$9.7M
Fragasso Financial Advisors Inc	0.58%	Reduce -1.6%	89,900	$9.6M
BIP Wealth, LLC	0.34%	Add +25.9%	89,574	$9.6M
Orin Green Financial, LLC	3.81%	Reduce -4.2%	88,995	$9.5M
American Century Companies Inc.	0.00%	No change	88,600	$9.5M
Principal Securities, Inc.	0.15%	Add +13.9%	88,265	$9.5M
Zions Bancorporation, National Association	0.43%	Add +6.0%	87,012	$9.3M
Harbor Group, Inc.	1.40%	Reduce -0.2%	87,012	$9.3M
Rinkey Investments	2.37%	Reduce -14.3%	87,004	$9.3M
Patriot Investment Management Group, Inc.	0.59%	Add +9.7%	86,825	$9.3M
Okabena Investment Services Inc.	1.77%	Add +9.8%	86,457	$9.3M
Bartlett & Co. Wealth Management LLC	0.12%	Add +26.4%	86,311	$9.2M
Pure Financial Advisors, LLC	0.14%	Add +13.1%	85,935	$9.2M
Baron Silver Stevens Financial Advisors, LLC	1.33%	Add +0.0%	85,908	$9.2M
Alliance Wealth Management Group	1.99%	Add +8.4%	84,566	$9.1M
Legacy Private Trust Co.	0.53%	Add +4.3%	84,493	$9.1M
Fiduciary Financial Group, LLC	1.27%	Reduce -1.5%	83,727	$9.0M
Prairieview Wealth Partners, LLC	8.13%	Reduce -2.3%	83,621	$9.0M
CWA Asset Management Group, LLC	0.32%	Reduce -2.1%	83,258	$8.9M
Summit Wealth Group, LLC	2.04%	Reduce -1.5%	81,767	$8.8M
Summit Financial, LLC	0.13%	Add +8.0%	81,508	$8.7M
Atlatl Advisers LLC	3.35%	Add +10.0%	81,472	$8.7M
Catalyst Financial Partners LLC	0.96%	Add +9.2%	80,678	$8.6M
Valmark Advisers, Inc.	0.11%	Reduce -8.2%	80,616	$8.6M
IMPACTfolio, LLC	3.62%	Add +6.6%	80,456	$8.6M
Liberty Capital Management, Inc.	1.57%	Add +0.8%	78,905	$8.5M
St Germain D J Co. Inc.	0.33%	Add +0.1%	78,455	$8.4M
Simplicity Wealth,LLC	0.50%	Reduce -12.6%	78,413	$8.4M
BCO Wealth Management LLC	5.14%	Reduce -8.2%	78,249	$8.4M
TD Private Client Wealth LLC	0.18%	Add +31.4%	78,128	$8.4M
SVB Wealth LLC	0.49%	Add +1.8%	77,521	$8.3M
Pines Wealth Management, LLC	2.65%	Add +2.0%	76,425	$8.2M
Kayne Anderson Rudnick Investment Management LLC	0.02%	Add +4.0%	75,584	$8.1M
Legacy Financial Strategies, LLC	1.42%	Add +2.9%	74,929	$8.0M
Brandywine Oak Private Wealth LLC	0.67%	Add +9.0%	74,911	$8.0M
D. E. Shaw & Co.	0.01%	Reduce -69.5%	74,906	$8.0M
Keebeck Wealth Management	0.92%	Add +18.7%	74,241	$8.0M
Gerber Kawasaki Wealth & Investment Management	0.28%	Reduce -2.1%	73,957	$7.9M
Global Retirement Partners, LLC	0.14%	Add +60.3%	73,811	$7.9M
One Wealth Capital Management, LLC	3.36%	Add +3.8%	73,739	$7.9M
Clarity Asset Management, Inc.	4.33%	Add +2.5%	73,410	$7.9M
Advyzon Investment Management, LLC	0.90%	Add +75.1%	72,532	$7.8M
Founders Financial Securities LLC	0.45%	Add +26.8%	71,932	$7.7M
Wrenne Financial Planning LLC	3.13%	Add +22.1%	71,896	$7.7M
Savant Capital, LLC	0.04%	Reduce -2.1%	71,552	$7.7M
Moller Wealth Partners	1.60%	Reduce -4.2%	71,256	$7.6M
25 LLC	2.40%	Reduce -27.7%	70,685	$7.6M
May Hill Capital, LLC	2.04%	Add +3.0%	70,561	$7.6M
Private Wealth Management Group, LLC	2.02%	Reduce -1.3%	70,560	$7.6M
Acropolis Investment Management, LLC	0.34%	Reduce -3.9%	70,016	$7.5M
Triad Wealth Partners, LLC	0.71%	Add +112.0%	69,856	$7.5M
Blueprint Financial Advisors LLC	1.14%	Add +115.6%	69,613	$7.5M
MLG Wealth Management DBA Pine Grove Financial Group	0.89%	—	69,214	$7.4M
Ashton Thomas Private Wealth, LLC	0.18%	Add +1.2%	68,441	$7.3M
San Luis Wealth Advisors LLC	1.21%	Add +7.2%	67,190	$7.2M
High Falls Advisors, Inc	1.44%	Add +7.8%	66,390	$7.1M
Diversify Wealth Management, LLC	0.33%	New	65,546	$7.1M
Flputnam Investment Management Co.	0.10%	Add +1.7%	65,620	$7.0M
Naples Global Advisors, LLC	0.52%	Add +17.0%	65,472	$7.0M
Kingsview Wealth Management, LLC	0.10%	Add +37.0%	65,183	$7.0M
Tilson Financial Group, Inc.	2.13%	Reduce -5.4%	64,663	$6.9M
Horizon Investments, LLC	0.09%	Add +14.2%	64,626	$6.9M
GM Advisory Group, LLC	0.27%	Reduce -1.7%	64,606	$6.9M
North Dallas Bank & Trust Co.	4.46%	—	63,873	$6.8M
Advus Financial Partners, LLC	1.65%	Add +4.8%	63,789	$6.8M
Proathlete Wealth Management LLC	1.86%	Add +9.6%	63,461	$6.8M
Focus Financial Network, Inc.	0.24%	Add +0.3%	63,326	$6.8M
Asio Capital, LLC	0.96%	Reduce -18.4%	63,224	$6.8M
Fulton Breakefield Broenniman LLC	0.42%	Add +3.2%	62,844	$6.7M
Blueprint Investment Partners LLC	0.72%	Add +134.1%	62,563	$6.7M
Wit, LLC	0.13%	No change	61,978	$6.6M
Prosperity Consulting Group, LLC	0.30%	Add +21.8%	61,751	$6.6M
Caliber Wealth Management, LLC / KS	0.71%	Reduce -6.7%	61,432	$6.6M
Exencial Wealth Advisors, LLC	0.21%	Add +0.3%	61,028	$6.5M
Premier Path Wealth Partners, LLC	0.84%	Add +22.2%	60,880	$6.5M
Brown Advisory Inc.	0.01%	Reduce -7.2%	60,136	$6.4M
Compound Planning, Inc.	0.19%	Add +16.2%	60,117	$6.4M
LifeWealth Investments, LLC	2.02%	Add +9.8%	59,492	$6.4M
Hancock Whitney Corp.	0.11%	Add +80.3%	59,101	$6.3M
WealthShield Partners, LLC	0.70%	Reduce -14.9%	59,076	$6.3M
Financial Planning Fort Collins, LLC	5.44%	—	57,798	$6.2M
21 West Wealth Management LLC	5.65%	Reduce -0.6%	57,765	$6.2M
Aua Capital Management, LLC	3.07%	Reduce -0.8%	57,145	$6.1M
Phillips Financial Management, LLC	0.39%	Add +12.9%	56,907	$6.1M
Fairview Capital Investment Management, LLC	0.31%	No change	56,550	$6.1M
Somnio Financial Group, LLC	3.98%	Add +5.5%	56,282	$6.0M
Visionary Wealth Advisors	0.27%	Add +50.8%	56,230	$6.0M
Partners in Financial Planning	1.01%	Add +10.6%	55,813	$6.0M
Valeo Financial Advisors, LLC	0.13%	Add +26.1%	55,778	$6.0M
Prospera Financial Services Inc	0.10%	Reduce -1.5%	55,519	$5.9M
Presilium Private Wealth, LLC	1.08%	Add +5.8%	55,405	$5.9M
Cullen/Frost Bankers, Inc.	0.07%	Add +1674.3%	55,359	$5.9M
Foster & Motley Inc.	0.32%	Add +0.7%	55,162	$5.9M
Anderson Hoagland & Co.	0.50%	Reduce -1.3%	54,756	$5.9M
Granite Harbor Advisors, Inc.	2.47%	Reduce -41.5%	54,690	$5.9M
Biltmore Family Office, LLC	0.81%	Add +13.2%	54,684	$5.9M
Capital Investment Services of America, Inc.	0.55%	No change	54,629	$5.9M
Smithfield Trust Co	0.26%	Add +0.3%	54,616	$5.8M
Connable Office Inc.	0.53%	Add +7.8%	54,182	$5.8M
Foundations Investment Advisors, LLC	0.08%	Add +27.2%	54,070	$5.8M
Stone House Investment Management, LLC	0.89%	Reduce -3.1%	53,771	$5.8M
Veratis Advisors, Inc.	4.56%	—	53,101	$5.8M
Zhang Financial LLC	0.21%	Add +22.6%	53,658	$5.7M
Seaside Wealth Management, Inc.	1.63%	Reduce -1.1%	53,462	$5.7M
Bare Financial Services, Inc	1.59%	Add +52.5%	53,313	$5.7M
Level Wealth Management LLC	2.91%	Reduce -1.7%	53,085	$5.7M
Alpha Financial Partners LLC	3.43%	Add +0.5%	52,443	$5.6M
Dogwood Wealth Management LLC	2.47%	Reduce -13.7%	52,389	$5.6M
Traphagen Investment Advisors LLC	0.46%	Add +8.7%	52,071	$5.6M
ONE Advisory Partners, LLC	1.68%	Add +8.9%	52,020	$5.6M
Edgestream Partners, L.P.	0.16%	Reduce -15.5%	51,698	$5.5M
Exchange Bank	3.81%	No change	51,375	$5.5M
Forza Wealth Management, LLC	1.96%	Reduce -3.6%	50,700	$5.4M
Gutierrez Wealth Advisory, LLC	3.39%	Add +2.4%	50,372	$5.4M
Centiva Capital, LP	0.33%	New	50,000	$5.4M
Crabel Capital Management, LLC	4.05%	Add +129.2%	49,992	$5.4M
Davidson Investment Advisors	0.22%	Reduce -5.4%	49,865	$5.3M
K2 Financial Inc.	4.10%	Add +4.0%	49,331	$5.3M
Watershed Private Wealth LLC	1.58%	Add +1.5%	49,209	$5.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.09%	Reduce -0.2%	49,001	$5.2M
Precedent Wealth Partners, LLC	1.10%	Reduce -1.7%	48,965	$5.2M
Pinnacle Financial Partners, Inc.	0.04%	—	48,947	$5.2M
Armor Investment Advisors, LLC	1.93%	Add +4.4%	48,872	$5.2M
McAdam, LLC	0.24%	Add +20.9%	48,619	$5.2M
Greenspring Advisors, LLC	0.32%	Add +155.9%	48,602	$5.2M
Vannoy Advisory Group, Inc.	3.29%	Add +0.9%	48,478	$5.2M
Alongside, LLC	1.72%	—	48,281	$5.2M
Lifeworks Advisors, LLC	0.67%	Add +4.2%	48,016	$5.1M
Traveka Wealth, LLC	2.09%	Add +2.1%	47,859	$5.1M
First American Trust, FSB	0.35%	Add +5.3%	47,816	$5.1M
Joel Isaacson & Co., LLC	0.17%	Add +9.9%	47,089	$5.0M
True Vision MN LLC	2.56%	Add +2.5%	47,043	$5.0M
Sand Hill Global Advisors, LLC	0.18%	Reduce -0.6%	47,017	$5.0M
Mainsail Financial Group, LLC	2.09%	Add +4.8%	46,859	$5.0M
Johnson Bixby & Associates, LLC	0.62%	Add +13.9%	46,640	$5.0M
Benjamin Edwards Inc.	0.06%	Add +17.6%	46,595	$5.0M
Parallel Advisors, LLC	0.09%	Add +52.8%	46,525	$5.0M
Westside Investment Management, Inc.	0.79%	Add +30.3%	46,338	$5.0M
Arkansas Financial Group, Inc.	0.71%	Reduce -21.9%	46,234	$5.0M
Hassell Wealth Management, LLC	1.64%	Add +0.0%	45,641	$4.9M
GenTrust, LLC	0.21%	Reduce -11.6%	45,849	$4.9M
Quantinno Capital Management LP	0.01%	Add +16.6%	45,787	$4.9M
Hobart Private Capital, LLC	0.95%	Add +108.6%	45,671	$4.9M
RFG Advisory, LLC	0.09%	Reduce -11.1%	45,621	$4.9M
Dravo Bay LLC	2.02%	Add +2.9%	45,377	$4.9M
Financial Life Advisors	1.50%	Reduce -2.3%	45,267	$4.8M
First Business Financial Services, Inc.	0.44%	Add +3.4%	45,130	$4.8M
Johnson Financial Group, Inc.	0.18%	Reduce -1.4%	45,119	$4.8M
Mayflower Financial Advisors, LLC	0.57%	Add +5.3%	44,298	$4.7M
Brio Consultants, LLC	0.61%	Reduce -0.1%	43,770	$4.7M
CreativeOne Wealth, LLC	0.11%	Add +0.2%	43,635	$4.7M
Motive Wealth Advisors	1.99%	Add +0.3%	43,630	$4.7M
CGN Advisors LLC	0.37%	Reduce -3.1%	43,550	$4.7M
Wealth Management Resources, Inc.	1.64%	Reduce -4.8%	43,464	$4.7M
Smartleaf Asset Management LLC	0.18%	Add +46.7%	43,466	$4.7M
Ironwood Wealth Management, LLC.	1.37%	Add +0.3%	43,427	$4.7M
Westover Capital Advisors, LLC	0.84%	Add +2.0%	43,299	$4.6M
BCGM Wealth Management, LLC	1.18%	Reduce -0.2%	43,212	$4.6M
Sterling Investment Advisors, Ltd.	0.85%	Add +25.1%	43,029	$4.6M
Sincerus Advisory, LLC	3.67%	Add +31.3%	42,650	$4.6M
Opus Capital Group, LLC	0.49%	Add +0.9%	42,468	$4.5M
Strategic Blueprint, LLC	0.27%	Reduce -10.8%	42,358	$4.5M
Curbstone Financial Management Corp	0.86%	Add +7.9%	41,842	$4.5M
Austin Wealth Management, LLC	0.66%	Reduce -0.5%	41,321	$4.4M
Galvin, Gaustad & Stein, LLC	0.35%	Add +6.1%	41,098	$4.4M
Beaird Harris Wealth Management, LLC	0.30%	Add +2.5%	41,078	$4.4M
Baker Avenue Asset Management, LP	0.10%	Add +29.8%	41,007	$4.4M
Leeward Financial Partners, LLC	1.23%	Add +0.8%	40,825	$4.4M
Greenleaf Trust	0.04%	Reduce -4.9%	40,823	$4.4M
Blue Trust, Inc.	0.05%	Add +4.8%	40,611	$4.3M
First Horizon Corp.	0.19%	Add +27.5%	40,275	$4.3M
Life Planning Partners, Inc	3.29%	Add +0.3%	40,079	$4.3M
Chesapeake Capital Corp.	3.58%	No change	39,960	$4.3M
Tidal Investments LLC	0.02%	No change	39,960	$4.3M
TruNorth Capital Management, LLC	0.81%	Add +11.7%	39,959	$4.3M
First National Trust Co	0.14%	Add +6.2%	39,690	$4.3M
Avidian Wealth Enterprises, LLC	0.15%	Add +1.8%	39,477	$4.2M
Kingswood Wealth Advisors, LLC	0.20%	Add +156.6%	39,240	$4.2M
Checchi Capital Advisers, LLC	0.28%	Add +100.9%	38,873	$4.2M
Ameritas Investment Partners, Inc.	0.13%	Add +0.5%	38,782	$4.2M
Midwest Trust Co	0.05%	Reduce -3.9%	38,674	$4.1M
Durante & Waters, LLC	2.88%	Reduce -1.0%	38,524	$4.1M
Sovran Advisors, LLC	0.35%	Reduce -2.1%	38,265	$4.1M
Belpointe Asset Management LLC	0.15%	Reduce -1.6%	38,479	$4.1M
TD Capital Management LLC	0.36%	Reduce -1.1%	38,161	$4.1M
Concurrent Investment Advisors, LLC	0.05%	Add +4.3%	37,981	$4.1M
Blair William & Co.	0.01%	Reduce -2.4%	37,673	$4.0M
First Commonwealth Financial Corp	0.66%	Reduce -6.6%	37,491	$4.0M
Insight Wealth Strategies, LLC	0.46%	Add +2.4%	37,269	$4.0M
WLTH Capital Management, LLC	3.08%	—	36,754	$4.0M
HUB Investment Partners, LLC	0.11%	Reduce -24.3%	36,863	$3.9M
Avid Wealth Partners LLC	1.93%	Reduce -9.2%	36,821	$3.9M
Petersen Hastings Wealth Advisors Inc.	0.38%	—	36,698	$3.9M
Sax Wealth Advisors, LLC	0.18%	Add +15.7%	35,752	$3.8M
Mgo One Seven LLC	0.08%	Add +308.8%	35,746	$3.8M
First Foundation Advisors	0.14%	Add +21.3%	35,608	$3.8M
ORG Partners LLC	0.68%	Add +0.1%	35,277	$3.8M
Verus Capital Partners, LLC	0.25%	Add +3.0%	35,263	$3.8M
Mission Wealth Management, LP	0.08%	Reduce -1.6%	35,155	$3.8M
IFG Advisory, LLC	0.16%	Add +39.0%	35,139	$3.8M
Austin Private Wealth, LLC	0.28%	Reduce -31.0%	35,051	$3.8M
Cascade Financial Partners, LLC	0.38%	Reduce -5.4%	35,020	$3.8M
Eagle Rock Investment Company, LLC	0.53%	Add +6.6%	34,840	$3.7M
SevenBridge Financial Group, LLC	0.60%	Add +9.1%	34,500	$3.7M
Bleakley Financial Group, LLC	0.06%	Add +31.5%	34,537	$3.7M
Larson Financial Group LLC	0.12%	Add +23.4%	34,375	$3.7M
MAI Capital Management	0.02%	Add +69.5%	34,226	$3.7M
Capital Advisors Wealth Management, LLC	0.50%	Reduce -21.8%	34,220	$3.7M
Chicago Partners Investment Group LLC	0.09%	Reduce -10.9%	33,965	$3.7M
Thrive Wealth Management, LLC	0.54%	Add +0.3%	34,014	$3.6M
Venturi Wealth Management, LLC	0.16%	Add +8.8%	33,635	$3.6M
Topsail Wealth Management, LLC	0.53%	Add +0.3%	33,634	$3.6M
SteelPeak Wealth, LLC	0.12%	Add +24.8%	33,478	$3.6M
MidFirst Bank	0.28%	—	33,282	$3.6M
Insight Wealth Partners, LLC	1.47%	Add +4.5%	33,015	$3.5M
IFP Advisors, Inc	0.08%	Add +5.5%	32,986	$3.5M
Capasso Planning Partners LLC	1.92%	Add +195.7%	32,553	$3.5M
CFS Investment Advisory Services, LLC	0.25%	Add +0.6%	32,407	$3.5M
Cary Street Partners Financial LLC	0.08%	Add +14.4%	31,969	$3.4M
JB Capital LLC	0.14%	Add +20.5%	31,637	$3.4M
Symphony Financial, Ltd. Co.	0.45%	Add +6.7%	31,524	$3.4M
Wedbush Securities Inc.	0.10%	Add +4.6%	31,429	$3.4M
Seven Mile Advisory	0.59%	No change	31,422	$3.4M
LiftPoint Family Wealth Advisors LLC	2.86%	—	31,313	$3.4M
Partners Capital Investment Group, LLP	0.12%	Add +1.1%	30,959	$3.3M
Francis Financial, Inc.	0.65%	Add +20.4%	30,888	$3.3M
Smart Money Group LLC	0.96%	Add +14.8%	30,855	$3.3M
Investment Research Partners LLC	1.40%	Add +10.5%	30,526	$3.3M
Wayfinding Financial, LLC	1.38%	Add +6.0%	30,483	$3.3M
Csenge Advisory Group	0.15%	Add +42.9%	30,453	$3.3M
Lazard Asset Management LLC	0.01%	Add +0.6%	30,408	$3.3M
Collaborative Wealth Managment Inc.	1.14%	Add +281.0%	30,312	$3.2M
Brooklyn Investment Group	0.15%	New	30,004	$3.2M
Clifford Group, LLC	2.48%	Reduce -0.1%	29,967	$3.2M
Confluence Investment Management LLC	0.05%	Add +30.9%	29,933	$3.2M
Kastel Capital Advisors, LLC	1.97%	—	29,927	$3.2M
Flagstone Financial Management	0.82%	Add +0.3%	29,842	$3.2M
Joseph Group Capital Management	0.83%	Reduce -4.7%	29,656	$3.2M
Carnegie Investment Counsel	0.06%	New	29,598	$3.2M
Snowden Capital Advisors LLC	0.08%	Add +20.4%	29,580	$3.2M
Dorsey & Whitney Trust CO LLC	0.17%	Add +2.4%	29,514	$3.2M
McNaughton Wealth Management, LLC	1.29%	Reduce -1.0%	29,274	$3.1M
FourThought Financial Partners, LLC	0.26%	Add +0.6%	29,014	$3.1M
Aspire Private Capital, LLC	0.69%	Add +10.4%	29,000	$3.1M
GFS Advisors, LLC	0.37%	Reduce -29.3%	29,000	$3.1M
Avant Financial Advisors LLC	2.23%	Add +8.5%	28,998	$3.1M
Arkadios Wealth Advisors	0.06%	Add +7.2%	28,991	$3.1M
Cannon Financial Strategists, Inc.	0.43%	Add +3.7%	28,856	$3.1M
Sharkey, Howes & Javer	0.39%	Add +25.2%	28,588	$3.1M
Fortis Capital Advisors, LLC	0.45%	Add +18.4%	28,540	$3.1M
Stokes Family Office, LLC	0.28%	Add +5.9%	28,531	$3.1M
Grove Bank & Trust	0.34%	Reduce -15.8%	28,441	$3.0M
COFG Advisors, LLC	0.75%	—	28,249	$3.0M
Level Four Advisory Services, LLC	0.10%	Add +1.2%	28,149	$3.0M
Apollon Wealth Management, LLC	0.05%	Reduce -8.7%	28,067	$3.0M
Cypress Wealth Services, LLC	0.41%	Add +20.0%	27,988	$3.0M
Forum Financial Management, LP	0.04%	Add +5.8%	27,703	$3.0M
Caldwell Trust Co	0.26%	Add +6.3%	27,189	$2.9M
Plum Street Advisors, LLC	1.03%	Add +18.3%	27,110	$2.9M
Joel Adams & Associates, Inc.	2.17%	Reduce -9.2%	27,001	$2.9M
Trinity Wealth Management, LLC	1.06%	Reduce -14.7%	26,928	$2.9M
Factor Wealth Management LTD	0.62%	Add +76.7%	26,727	$2.9M
Windward Private Wealth Management Inc.	0.99%	Reduce -1.7%	26,661	$2.9M
FFT Wealth Management LLC	0.54%	No change	26,623	$2.9M
Voisard Asset Management Group, Inc.	0.61%	Reduce -0.0%	26,584	$2.8M
CVA Family Office, LLC	0.33%	Add +3.3%	26,573	$2.8M
Americana Partners, LLC	0.08%	Add +0.1%	26,469	$2.8M
Creative Financial Designs Inc.	0.18%	Reduce -16.7%	26,417	$2.8M
NorthCoast Asset Management LLC	0.06%	Reduce -86.2%	26,391	$2.8M
Charles Schwab Investment Management Inc.	0.00%	Reduce -35.6%	26,388	$2.8M
Abound Wealth Management	0.66%	Reduce -1.9%	26,314	$2.8M
Fifth Third Securities, Inc.	0.18%	Add +1.4%	26,254	$2.8M
Whittier Trust Co. of Nevada Inc.	0.06%	Reduce -19.5%	26,042	$2.8M
Waller Financial Planning Group, Inc.	0.62%	Add +0.1%	26,089	$2.8M
Thryve Wealth Management LLC	1.38%	—	26,002	$2.8M
IHT Wealth Management, LLC	0.07%	Add +8.3%	25,949	$2.8M
Graver Capital Management, LLC	2.19%	Reduce -11.8%	25,894	$2.8M
Narus Financial Partners, LLC	0.76%	Reduce -2.5%	25,721	$2.8M
Diversify Advisory Services, LLC	0.09%	Reduce -3.9%	25,552	$2.7M
Arcadia Wealth Management, LLC	1.02%	Add +3.0%	25,605	$2.7M
Strategies Wealth Advisors, LLC	0.27%	Add +1.3%	25,540	$2.7M
Capital Management Associates, Inc	0.60%	Add +5.6%	25,387	$2.7M
VestGen Advisors, LLC	0.12%	Add +67.2%	25,376	$2.7M
WCG Wealth Advisors LLC	0.08%	Add +37.7%	25,343	$2.7M
Rosenberg Matthew Hamilton	0.56%	No change	25,255	$2.7M
Ethos Financial Group, LLC	0.20%	Reduce -0.2%	25,241	$2.7M
U.S. Capital Wealth Advisors, LLC	0.07%	Add +6.9%	25,198	$2.7M
Cornerstone Wealth Management, LLC	0.14%	Reduce -1.6%	25,176	$2.7M
Dynamic Advisor Solutions LLC	0.09%	Reduce -12.0%	25,124	$2.7M
Bryn Mawr Trust Advisors, LLC	0.13%	Add +5.8%	25,112	$2.7M
Physician Wealth Solutions Inc.	1.14%	No change	25,080	$2.7M
Gen-Wealth Partners Inc	0.86%	Add +38.6%	24,931	$2.7M
Stephenson & Company, Inc.	1.45%	No change	24,707	$2.6M
Financial Strategies Group, Inc.	0.48%	Add +2.4%	24,613	$2.6M
Cahill Financial Advisors Inc.	0.29%	Add +14.8%	24,500	$2.6M
Redwood Investment Management, LLC	0.29%	Add +5.0%	24,477	$2.6M
Daviman Financial, LLC	1.53%	—	24,344	$2.6M
MCF Advisors LLC	0.14%	Add +2.3%	24,241	$2.6M
Astoria Strategic Wealth, Inc.	0.65%	Reduce -6.2%	24,174	$2.6M
White Lighthouse Investment Management Inc.	0.36%	Add +0.9%	24,100	$2.6M
Signal Tree Financial Partners LLC	1.96%	Add +8.0%	24,020	$2.6M
Grey Fox Wealth Advisors, LLC	0.53%	Add +29.3%	24,003	$2.6M
Financial Insights, Inc.	0.86%	Reduce -0.8%	23,920	$2.6M
IFG Advisors, LLC	0.43%	Add +5.6%	23,909	$2.6M
Keybank National Association	0.01%	Add +17.7%	23,868	$2.6M
Detalus Advisors, LLC	0.62%	Add +21.1%	23,839	$2.6M
Moneta Group Investment Advisors LLC	0.02%	Reduce -4.9%	23,816	$2.6M
Hudock, Inc.	0.38%	Reduce -7.8%	23,763	$2.5M
Money Concepts Capital Corp.	0.14%	Add +18.3%	23,694	$2.5M
Hoge Financial Services, LLC	1.36%	Add +6.7%	23,547	$2.5M
Croban	1.21%	Add +47.0%	23,500	$2.5M
Bailard, Inc.	0.06%	Reduce -9.1%	23,478	$2.5M
Hengehold Capital Management LLC	0.21%	Reduce -3.7%	23,464	$2.5M
Ieq Capital, LLC	0.01%	Add +0.1%	23,446	$2.5M
Jefferies Financial Group Inc.	0.02%	Add +6.5%	23,350	$2.5M
Journey Strategic Wealth LLC	0.07%	Add +3.4%	23,288	$2.5M
Modern Wealth Management, LLC	0.05%	Add +27.8%	23,243	$2.5M
Donaldson Capital Management, LLC	0.08%	Reduce -0.2%	23,125	$2.5M
Client First Capital LLC	1.06%	Reduce -0.0%	23,070	$2.5M
Precision Wealth Strategies, LLC	0.80%	Add +4.7%	23,019	$2.5M
Northern Trust Corp.	0.00%	Add +5.3%	22,992	$2.5M
Polaris Investment Advisors, LLC	1.76%	—	22,726	$2.4M
Maia Wealth LLC	0.41%	Reduce -20.0%	22,485	$2.4M
Apollon Financial, LLC	0.35%	Add +11.0%	22,687	$2.4M
Safir Wealth Advisors, LLC	1.70%	No change	22,614	$2.4M
Investment Partners, LTD.	0.84%	Reduce -21.6%	22,524	$2.4M
Procyon Advisors, LLC	0.12%	Add +3.0%	22,522	$2.4M
Simplex Trading, LLC	0.07%	New	22,387	$2.4M
Independent Advisor Alliance	0.06%	Add +2.2%	22,366	$2.4M
Theory Financial LLC	0.80%	Add +14.9%	22,157	$2.4M
Acima Private Wealth, LLC	0.74%	Add +0.8%	22,159	$2.4M
Centennial Bank	0.94%	Add +22.2%	22,127	$2.4M
CV Advisors LLC	0.60%	Add +30.6%	21,855	$2.3M
D L Carlson Investment Group Inc.	0.39%	Reduce -68.7%	21,782	$2.3M
Howard Bailey Securities, LLC	0.92%	Add +4.2%	21,744	$2.3M
Private Client Services, LLC	0.73%	Add +26.7%	21,700	$2.3M
James Investment Research, Inc.	0.25%	No change	21,682	$2.3M
Ameritas Advisory Services, LLC	0.09%	Add +1293.6%	21,628	$2.3M
Opal Capital LLC	0.58%	—	30,487	$2.3M
MKD Wealth Coaches, LLC	2.30%	Add +0.7%	21,441	$2.3M
Professional Financial Advisors, LLC	0.47%	Add +3.3%	21,306	$2.3M
Per Stirling Capital Management, LLC.	0.25%	Add +1.0%	21,096	$2.3M
SWS Partners	0.54%	Add +906.4%	210,278	$2.3M
Cornerstone Planning Group LLC	0.35%	Add +0.8%	20,855	$2.2M
SMART Wealth LLC	0.68%	Add +14.8%	20,928	$2.2M
Kings Path Partners LLC	0.78%	Add +5.9%	20,862	$2.2M
Carl P. Sherr & Co., LLC	0.99%	No change	20,637	$2.2M
Lineweaver Wealth Advisors, LLC	0.30%	Add +14.5%	20,775	$2.2M
Spinnaker Investment Group, LLC	0.40%	Add +78.5%	20,661	$2.2M
Zevin Asset Management LLC	0.30%	New	20,576	$2.2M
Canvas Wealth Advisors, LLC	0.37%	Reduce -2.7%	20,556	$2.2M
Cynosure Group, LLC	0.22%	New	20,544	$2.2M
Crumly & Associates Inc.	0.46%	Add +0.6%	20,482	$2.2M
Philadelphia Trust Co.	0.15%	Reduce -1.3%	20,289	$2.2M
LPWM LLC	0.55%	Reduce -6.5%	20,276	$2.2M
Vantage Point Financial LLC	0.78%	New	20,237	$2.2M
Maridea Wealth Management LLC	0.33%	Add +1.9%	20,232	$2.2M
Tenzing Financial LLC	1.76%	—	20,217	$2.2M
FLP Wealth Management, LLC	5.12%	Add +30.0%	20,194	$2.2M
Stratos Wealth Advisors, LLC	0.10%	Add +5.8%	20,151	$2.2M
Mutual Advisors, LLC	0.05%	Add +6.7%	20,115	$2.2M
DORVAL Corp	0.68%	Add +15.2%	20,003	$2.1M
Moss Adams Wealth Advisors LLC	0.15%	Reduce -6.1%	19,952	$2.1M
FAS Wealth Partners, Inc.	0.14%	Add +8.8%	19,854	$2.1M
SigFig Wealth Management, LLC	0.06%	Add +3.6%	19,811	$2.1M
Patton Albertson Miller Group, LLC	0.25%	Add +1.1%	19,774	$2.1M
Accurate Wealth Management, LLC	0.27%	Reduce -0.5%	19,620	$2.1M
Texas Capital Bank Wealth Management Services Inc	0.12%	No change	19,542	$2.1M
Independent Financial Group, LLC	0.05%	Add +14.8%	19,539	$2.1M
Patten Group, Inc.	0.39%	Reduce -10.9%	19,524	$2.1M
Power Wealth Management LLC	0.73%	Reduce -1.3%	19,468	$2.1M
Mattson Financial Services, LLC	0.49%	Add +26.7%	19,454	$2.1M
Vision Retirement, LLC	0.56%	—	19,335	$2.1M
Capstone Financial Advisors, Inc.	0.11%	Add +1.5%	19,244	$2.1M
Bernardo Wealth Planning LLC	0.39%	Add +14.2%	19,207	$2.1M
Safe Harbor Wealth Advisors, LLC	1.99%	—	19,031	$2.1M
StoneX Group Inc.	0.09%	Add +59.0%	19,213	$2.1M
Sykon Capital LLC	0.66%	Add +194.4%	19,179	$2.1M
LifePlan Investment Advisors, Inc.	0.83%	Add +6.7%	19,046	$2.0M
Lowe Brockenbrough & Co. Inc.	0.10%	Add +6.5%	19,005	$2.0M
AdvisorNet Financial, Inc	0.11%	Add +7.3%	18,956	$2.0M
Aspen Wealth Management LLC	0.43%	Reduce -2.2%	18,912	$2.0M
Madison Wealth Partners, Inc	0.37%	Reduce -2.7%	18,710	$2.0M
Kwmg, LLC	0.17%	Reduce -12.4%	18,694	$2.0M
Keeler & Nadler Financial Planning & Wealth Management	0.69%	Add +33.2%	18,682	$2.0M
Running Point Capital Advisors, LLC	0.54%	Add +5.4%	18,426	$2.0M
Calamos Wealth Management LLC	0.07%	Add +242.7%	18,394	$2.0M
Grand Wealth Management, LLC	0.89%	Add +1.1%	18,220	$2.0M
Lansing Street Advisors	0.50%	Reduce -3.5%	18,150	$1.9M
Claro Advisors Inc.	0.26%	Add +15.1%	18,138	$1.9M
Sage Financial Group Inc.	0.13%	Reduce -10.0%	18,080	$1.9M
Ballentine Partners, LLC	0.03%	Add +3.9%	17,985	$1.9M
Smallwood Wealth Investment Management, LLC	1.00%	Reduce -21.7%	17,920	$1.9M
NDWM LLC	1.27%	Reduce -5.9%	17,857	$1.9M
TBH Global Asset Management, LLC	0.32%	Reduce -0.8%	17,803	$1.9M
Stephens Inc.	0.02%	Reduce -62.0%	17,768	$1.9M
Synergy Investment Management, LLC	0.67%	Add +7.6%	17,683	$1.9M
Matters Capital LLC	1.55%	—	17,680	$1.9M
Pinnacle Associates Ltd.	0.02%	Add +8.5%	17,594	$1.9M
FSM Wealth Advisors, LLC	0.26%	Reduce -17.1%	17,575	$1.9M
Sequent Planning LLC	0.48%	Add +34.1%	17,569	$1.9M
Saxony Capital Management, LLC	1.15%	New	17,529	$1.9M
Flagship Harbor Advisors, LLC	0.09%	Reduce -7.8%	17,521	$1.9M
Midwest Financial Group LLC	0.83%	Add +20.2%	17,513	$1.9M
Alhambra Investment Management LLC	0.87%	Add +4.7%	17,410	$1.9M
Regimen Wealth, LLC	0.55%	Add +1.0%	17,401	$1.9M
Pearl Planning LLC	1.14%	—	17,348	$1.9M
MY Wealth Management Inc.	1.60%	Reduce -16.8%	17,182	$1.8M
Main Street Financial Solutions, LLC	0.14%	Reduce -0.6%	17,005	$1.8M
Capital Investment Advisors, LLC	0.03%	Reduce -0.0%	16,957	$1.8M
Tenret Co LLC	0.91%	Add +20.0%	16,816	$1.8M
J.W. Cole Advisors, Inc.	0.04%	Add +12.5%	19,080	$1.8M
Forte Asset Management LLC	0.81%	Reduce -0.2%	16,636	$1.8M
Financial Partners Group, Inc	0.21%	Add +34.1%	16,451	$1.8M
Graves Light Lenhart Wealth, Inc.	0.19%	No change	16,546	$1.8M
Retirement Wealth Solutions LLC	1.12%	Reduce -1.0%	16,494	$1.8M
Meridian Wealth Management, LLC	0.06%	Add +23.5%	16,493	$1.8M
White & Co Financial Planning Inc	1.32%	No change	16,430	$1.8M
Sterling Financial Planning, Inc.	0.53%	Reduce -0.9%	16,354	$1.8M
Equita Financial Network, Inc.	0.53%	Reduce -2.7%	16,340	$1.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.10%	Add +8.1%	16,307	$1.7M
Cornerstone Investment Partners, LLC	0.07%	Reduce -1.4%	16,300	$1.7M
Guardian Wealth Advisors, LLC / NC	0.11%	Add +6.3%	16,294	$1.7M
Breakwater Capital Group	0.24%	Add +0.5%	16,256	$1.7M
Keystone Wealth Services, LLC	0.36%	Reduce -4.3%	16,171	$1.7M
Hamilton Wealth, LLC	0.33%	Add +20.3%	16,155	$1.7M
Accredited Investor Services, LLC	1.15%	Add +0.0%	16,153	$1.7M
Endeavor Private Wealth, Inc.	0.50%	Add +27.4%	16,150	$1.7M
Vericrest Private Wealth	1.53%	—	16,087	$1.7M
Spinnaker Trust	0.09%	No change	16,041	$1.7M
PFG Advisors	0.08%	Add +26.5%	16,035	$1.7M
FC Advisory LLC	0.49%	Add +1.8%	15,968	$1.7M
Integrity Advisory Solutions, LLC	0.25%	Add +8.0%	15,938	$1.7M
Paladin Wealth, LLC	1.17%	Add +54.8%	15,934	$1.7M
Capital Financial Group Inc\co\	0.95%	—	15,882	$1.7M
Foronjy Financial LLC	0.71%	Add +17.1%	15,872	$1.7M
Hudson Oak Wealth Advisory LLC	1.49%	—	15,761	$1.7M
TSG Advice Partners, LLC	0.26%	—	15,738	$1.7M
Private Trust Co. NA	0.15%	Add +4.7%	15,685	$1.7M
1015 Capital Partners, LLC	1.65%	—	15,674	$1.7M
Crusonia Wealth Advisors LLC	0.37%	—	15,649	$1.7M
Todd Asset Management LLC	0.03%	New	15,648	$1.7M
Core Wealth Advisors, LLC	1.32%	—	15,636	$1.7M
Cypress Capital Group	0.19%	Add +9.9%	15,600	$1.7M
RCS Financial Planning, LLC	0.71%	Add +26.5%	15,488	$1.7M
Collective Family Office LLC	0.38%	Reduce -6.0%	15,476	$1.7M
Silver Grove Financial Group, Inc.	1.43%	Add +4.1%	15,447	$1.7M
Chatterton & Associates Inc.	1.41%	—	15,323	$1.6M
Rehmann Capital Advisory Group	0.09%	Reduce -17.7%	15,241	$1.6M
XY Planning Network, Inc.	0.28%	Add +43.8%	15,195	$1.6M
AlphaCore Capital LLC	0.04%	Add +0.8%	15,191	$1.6M
Colton Groome Financial Advisors, LLC	0.46%	Reduce -1.8%	15,140	$1.6M
LongView Wealth Management	0.39%	Add +35.5%	15,068	$1.6M
Advisory Alpha, LLC	0.04%	Reduce -4.3%	15,039	$1.6M
United Advisor Group, LLC	0.21%	Add +7.2%	15,030	$1.6M
Dean Investment Associates, LLC	0.23%	Reduce -0.7%	15,025	$1.6M
Mill Creek Capital Advisors, LLC	0.03%	Add +0.9%	14,998	$1.6M
Riversedge Advisors, LLC	0.26%	Reduce -6.5%	14,902	$1.6M
M Holdings Securities, Inc.	0.11%	Add +21.6%	14,882	$1.6M
Cranbrook Wealth Management, LLC	0.31%	No change	14,819	$1.6M
Invested Advisors	1.64%	Reduce -33.2%	14,786	$1.6M
ABLE Financial Group, LLC	0.32%	Reduce -1.8%	14,620	$1.6M
Beaumont Financial Advisors, LLC	0.10%	Reduce -4.3%	14,551	$1.6M
Investment Planning Advisors, Inc.	0.45%	Add +7.1%	14,551	$1.6M
Pinnacle Wealth Management Advisory Group, LLC	0.11%	Add +53.6%	14,547	$1.6M
W Advisors, LLC	0.78%	Add +70.5%	14,525	$1.6M
Brasada Capital Management, LP	0.27%	Reduce -7.2%	14,495	$1.6M
Motley Fool Wealth Management, LLC	0.12%	Reduce -4.4%	14,343	$1.5M
Shrier Wealth Management, LLC	0.61%	—	14,310	$1.5M
Laurel Oak Wealth Management, LLC	0.26%	—	14,305	$1.5M
First National Bank of Mount Dora, Trust Investment Services	0.33%	Add +3.7%	14,259	$1.5M
Birch Financial Group, LLC	0.87%	Add +3.0%	14,245	$1.5M
Cannon Advisors, Inc.	1.07%	Reduce -9.4%	14,140	$1.5M
Sonata Capital Group Inc.	0.55%	Reduce -0.4%	14,200	$1.5M
HMS Capital Management, LLC	0.63%	Add +5.9%	14,198	$1.5M
Nwam LLC	0.08%	Reduce -34.3%	14,103	$1.5M
Point72 Asset Management	0.00%	New	13,917	$1.5M
Willis Johnson & Associates, Inc.	0.09%	Add +5.6%	13,889	$1.5M
Flatrock Wealth Partners LLC	0.71%	—	13,883	$1.5M
Eagle Global Advisors LLC	0.06%	Add +30.5%	13,875	$1.5M
RiverFront Investment Group, LLC	0.02%	No change	13,778	$1.5M
Coastline Trust Co	0.14%	Reduce -34.2%	13,766	$1.5M
LeConte Wealth Management, LLC	0.96%	Add +17.9%	13,696	$1.5M
Passive Capital Management, LLC.	0.46%	Add +0.1%	13,649	$1.5M
Brady Martz Wealth Solutions, LLC	0.26%	Reduce -7.8%	13,568	$1.5M
Eagle Strategies LLC	0.19%	Add +3.2%	13,533	$1.4M
Peak Wealth Management LLC	1.21%	—	13,526	$1.4M
Cooksen Wealth, LLC	1.06%	Reduce -6.3%	13,473	$1.4M
TPG Advisors LLC	0.89%	No change	13,398	$1.4M
Columbia Bank	0.40%	Reduce -4.8%	13,349	$1.4M
SOL Capital Management CO	0.13%	Reduce -20.4%	13,340	$1.4M
Elk River Wealth Management LLC	0.23%	Add +207.5%	13,324	$1.4M
Stephen J. Garry & Associates, LLC	1.13%	Reduce -19.2%	13,261	$1.4M
Ausdal Financial Partners, Inc.	0.07%	Reduce -3.2%	13,226	$1.4M
Rooted Wealth Advisors, Inc.	0.40%	Reduce -3.0%	13,119	$1.4M
Millennium Management	0.00%	Reduce -41.3%	13,163	$1.4M
Scissortail Wealth Management, LLC	0.32%	Add +0.6%	13,150	$1.4M
Redhawk Wealth Advisors, Inc.	0.16%	Add +1.2%	13,148	$1.4M
Northern Lights Advisors, Inc.	0.96%	—	13,120	$1.4M
Pinnacle Bancorp, Inc.	0.41%	Add +1.7%	13,116	$1.4M
Paladin Partners, LLC	1.04%	—	13,083	$1.4M
Meritage Portfolio Management	0.09%	Reduce -4.4%	13,065	$1.4M
Elevation Point Wealth Partners, LLC	0.07%	Add +70.3%	12,971	$1.4M
Koshinski Asset Management, Inc.	0.09%	Add +5.5%	12,857	$1.4M
Sage Financial Management Group, Inc.	0.42%	Reduce -3.2%	12,852	$1.4M
ProVise Management Group, LLC	0.10%	Reduce -0.7%	12,808	$1.4M
Garner Asset Management Corp	0.53%	Add +102.6%	12,796	$1.4M
Neuberger Berman Group LLC	0.00%	Add +8.9%	12,795	$1.4M
Greenup Street Wealth Management LLC	0.20%	Reduce -7.4%	12,749	$1.4M
Shared Vision Wealth Group LLC	0.55%	Add +14.2%	12,559	$1.4M
Stock Yards Bank & Trust Co.	0.04%	Add +9.7%	12,601	$1.3M
First National Bank Sioux Falls	0.40%	No change	12,551	$1.3M
Consilio Wealth Advisors, LLC	0.39%	Reduce -0.9%	12,529	$1.3M
Dorato Capital Management	1.00%	—	12,316	$1.3M
Keystone Financial Services	0.40%	Add +1.9%	12,344	$1.3M
Juncture Wealth Strategies, LLC	0.44%	Reduce -17.7%	12,342	$1.3M
Falcon Wealth Planning	0.11%	Add +34.8%	12,330	$1.3M
Yardley Wealth Management LLC	0.70%	Reduce -0.1%	12,258	$1.3M
Godshalk Welsh Capital Management, Inc.	0.75%	Add +8.7%	12,250	$1.3M
Cypress Financial Planning LLC	0.37%	Add +41.5%	12,221	$1.3M
Heartwood Wealth Advisors LLC	0.12%	Reduce -0.2%	12,217	$1.3M
Elmwood Wealth Management, Inc.	0.41%	No change	12,215	$1.3M
Petra Financial Advisors Inc.	0.76%	Reduce -7.1%	12,145	$1.3M
Laurel Wealth Advisors LLC	0.17%	Add +6.4%	12,105	$1.3M
Graybill Wealth Management, LTD.	0.38%	Add +87.3%	12,097	$1.3M
Myecfo, LLC	0.54%	Reduce -6.3%	11,953	$1.3M
Xena Financial Planning, LLC	1.50%	—	11,918	$1.3M
Planning Alternatives Ltd.	0.16%	No change	11,896	$1.3M
Family Capital Management, Inc.	0.56%	Add +14.8%	11,828	$1.3M
Hurlow Wealth Management Group, Inc.	0.31%	Reduce -0.1%	11,778	$1.3M
KMG Fiduciary Partners, LLC	0.09%	Add +0.8%	11,761	$1.3M
Brucke Financial, Inc.	0.69%	Reduce -1.8%	11,706	$1.3M
Florin Court Capital LLP	1.75%	Add +108.9%	11,700	$1.3M
Western Wealth Management, LLC	0.06%	Add +14.8%	11,690	$1.3M
Independence Bank of Kentucky	0.15%	Reduce -3.4%	11,617	$1.2M
49 Wealth Management, LLC	0.10%	Add +61.7%	11,578	$1.2M
TCV Trust & Wealth Management, Inc.	0.10%	Reduce -0.9%	11,538	$1.2M
Susquehanna International Group, LLP	0.00%	Reduce -96.0%	11,478	$1.2M
Wealth Enhancement Trust Services, Inc.	0.15%	—	11,421	$1.2M
Everhart Financial Group, Inc.	0.11%	Add +1.5%	11,412	$1.2M
Weaver Capital Management LLC	0.26%	No change	11,401	$1.2M
Archford Capital Strategies, LLC	0.14%	Reduce -4.3%	11,385	$1.2M
Soltis Investment Advisors LLC	0.08%	Add +24.6%	11,379	$1.2M
Howard Capital Management, LLC	0.02%	Add +7.6%	11,321	$1.2M
North Forty Two & Co.	1.14%	Add +4.6%	11,281	$1.2M
Oak Wealth Advisors LLC	0.69%	Reduce -9.9%	11,235	$1.2M
Cambridge Capital Management, LLC	0.54%	Add +1.1%	11,219	$1.2M
Twele Capital Management, Inc.	0.21%	Add +1.2%	11,213	$1.2M
Continuum Wealth Advisors, LLC	0.46%	Reduce -3.1%	11,208	$1.2M
Truepoint, Inc.	0.03%	Add +6.4%	11,182	$1.2M
Brookwood Investment Group LLC	0.14%	Add +18.4%	11,168	$1.2M
Private Wealth Asset Management, LLC	0.13%	Reduce -5.3%	11,167	$1.2M
D.A. Davidson & Co.	0.01%	Reduce -10.2%	11,156	$1.2M
PUREfi Wealth, LLC	0.91%	Add +6.9%	11,123	$1.2M
Bowman & Co S.C.	0.50%	Reduce -5.0%	11,090	$1.2M
KM Capital Management Ltd.	0.61%	Add +3.7%	11,077	$1.2M
Spire Wealth Management	0.04%	Add +39.4%	11,044	$1.2M
United Bank	0.16%	Reduce -30.9%	11,012	$1.2M
Allen Capital Group, LLC	0.11%	Reduce -3.6%	11,002	$1.2M
River's Edge Wealth Management, LLC	1.15%	—	10,859	$1.2M
Blake Schutter Theil Wealth Advisors, LLC	0.97%	Reduce -0.6%	10,969	$1.2M
B.O.S.S. Retirement Advisors, LLC	0.37%	Reduce -14.1%	10,933	$1.2M
Guidance Capital, Inc.	0.28%	Reduce -48.5%	10,847	$1.2M
Harbour Investments, Inc.	0.02%	Reduce -2.7%	10,847	$1.2M
LJI Wealth Management, LLC	0.18%	Add +159.5%	10,791	$1.2M
Oarsman Capital, Inc.	0.15%	Reduce -0.2%	10,758	$1.2M
MainStreet Investment Advisors LLC	0.17%	Add +7.5%	10,735	$1.1M
Affiance Financial, LLC	0.18%	Add +0.0%	10,724	$1.1M
Haven Private, LLC	0.50%	Reduce -2.9%	10,715	$1.1M
Jacobson & Schmitt Advisors, LLC	0.19%	Reduce -8.3%	10,680	$1.1M
Rogco, LP	0.38%	Reduce -0.6%	10,646	$1.1M
Compass Financial Group, Inc.	0.50%	Reduce -0.3%	10,637	$1.1M
Code Waechter LLC	0.73%	Add +11.9%	10,579	$1.1M
Inscription Capital, LLC	0.12%	Reduce -12.7%	10,563	$1.1M
Tennessee Valley Asset Management Partners	0.15%	Reduce -1.7%	10,550	$1.1M
Physician Wealth Advisors, Inc.	0.16%	Add +3.4%	10,479	$1.1M
Olde Wealth Management, LLC	0.34%	No change	10,435	$1.1M
New Insight Wealth Advisors	0.40%	Reduce -1.2%	10,400	$1.1M
Orrstown Financial Services Inc.	0.19%	Add +33.2%	10,384	$1.1M
Balance Wealth Partners LLC	0.36%	Add +4.3%	10,360	$1.1M
Leo Wealth, LLC	0.08%	New	10,343	$1.1M
Verdence Capital Advisors LLC	0.07%	Add +2.4%	10,329	$1.1M
XTX Topco Ltd	0.03%	Reduce -1.5%	10,293	$1.1M
Two West Capital Advisors LLC	0.64%	Add +3.2%	10,266	$1.1M
B. Riley Wealth Advisors, Inc.	0.05%	Add +16.3%	10,259	$1.1M
Summit Wealth Group LLC / Co.	0.15%	New	10,239	$1.1M
DAVENPORT & Co LLC	0.01%	Add +11.6%	10,204	$1.1M
SIMA Wealth Partners, LLC	0.83%	No change	10,200	$1.1M
Arrow Financial Corp	0.11%	No change	10,163	$1.1M
Brown Brothers Harriman & Co.	0.01%	Add +0.4%	10,098	$1.1M
Bond & Devick Financial Network, Inc.	0.30%	Add +11.8%	10,090	$1.1M
Aries Wealth Management	0.24%	Add +102.4%	10,080	$1.1M
Town Capital LLC	0.88%	—	10,078	$1.1M
Evolve Private Wealth, LLC	0.06%	—	10,077	$1.1M
Founders Grove Wealth Partners, LLC	0.24%	Add +13.4%	10,053	$1.1M
Journey Beyond Wealth, LLC	0.85%	No change	10,000	$1.1M
Carr Financial Group Corp	0.29%	No change	10,000	$1.1M
Sowa Financial Group, Inc.	0.56%	New	10,003	$1.1M
Cyr Financial Inc.	0.67%	Add +3.8%	9,991	$1.1M
Bangor Savings Bank	0.09%	Add +1.4%	9,970	$1.1M
Key Capital Management, INC	1.06%	—	9,953	$1.1M
Webster Bank, N. A.	0.10%	No change	9,952	$1.1M
Midwestern Financial, LLC	0.88%	Reduce -1.1%	9,928	$1.1M
Richmond Investment Services, LLC	0.18%	Add +24.5%	9,892	$1.1M
Wealthcare Capital Partners, LLC	0.50%	Add +1.9%	9,884	$1.1M
Stonebridge Capital Advisors LLC	0.07%	No change	9,868	$1.1M
Group One Trading LLC	0.03%	New	9,825	$1.1M
Forefront Wealth Partners, LLC	0.50%	Add +1.6%	9,802	$1.0M
Cyndeo Wealth Partners, LLC	0.06%	No change	9,800	$1.0M
C M Bidwell & Associates Ltd.	0.50%	No change	9,796	$1.0M
Wakefield Asset Management LLLP	0.28%	Add +1.2%	9,753	$1.0M
Note Advisors, LLC	0.54%	Reduce -4.6%	9,708	$1.0M
Split Rock Private Trading & Wealth Management, LLC	0.83%	—	9,636	$1.0M
Capital Advisors, Ltd. LLC	0.12%	Add +3.8%	9,638	$1.0M
Hohimer Wealth Management, LLC	0.14%	Reduce -26.4%	9,598	$1.0M
OneAscent Financial Services LLC	0.09%	Add +257.4%	9,533	$1.0M
City National Bank of Florida	0.67%	Reduce -2.4%	9,518	$1.0M
Chilton Investment Co. Inc.	0.02%	New	9,500	$1.0M
Keel Point, LLC	0.06%	Add +2.3%	9,492	$1.0M
Focus Partners Advisor Solutions, LLC	0.01%	Reduce -78.7%	9,459	$1.0M
Veracity Capital LLC	0.30%	Add +5.0%	9,372	$1.0M
ForthRight Wealth Management, LLC	0.29%	No change	9,337	$1.0M
ARS Wealth Advisors Group, LLC	0.09%	Add +87.6%	9,303	$996K
Qube Research & Technologies Ltd	0.00%	Add +0.2%	9,290	$995K
Centurion Wealth Management LLC	0.22%	Add +0.6%	9,241	$990K
Global Wealth Management Investment Advisory, Inc.	0.16%	Add +5.4%	9,236	$989K
Heritage Investment Group, Inc.	0.15%	No change	9,218	$987K
Curtis Wealth Management LLC	0.86%	—	9,126	$983K
TFB Advisors LLC	0.27%	Add +0.5%	9,057	$970K
Investments & Financial Planning, LLC	0.51%	Add +5.1%	8,879	$951K
Cornerstone Financial Group, LLC	0.66%	Add +25.5%	8,836	$946K
Thompson David Blair	0.54%	—	8,830	$946K
Crews Bank & Trust	0.14%	Add +1.4%	8,825	$945K
MassMutual Private Wealth & Trust, FSB	0.02%	Add +6.7%	8,810	$944K
TSA Wealth Managment LLC	0.31%	Add +22.8%	8,704	$932K
DecisionMap Wealth Management, LLC	0.57%	Reduce -2.5%	8,699	$932K
Tortoise Investment Management, LLC	0.08%	Reduce -23.0%	8,660	$928K
Wingate Wealth Advisors, Inc.	0.52%	Add +0.6%	8,654	$927K
Investor's Fiduciary Advisor Network, LLC	0.20%	Add +0.2%	8,629	$924K
Spectrum Investment Advisors, Inc.	0.46%	Add +2.6%	8,585	$920K
Brown Financial Advisors	0.34%	Add +23.3%	8,583	$919K
Farmers National Bank	0.20%	Add +62.6%	8,548	$916K
Gibbs Wealth Management	0.22%	Add +1.6%	8,479	$913K
Envision Financial LLC	0.48%	Add +0.3%	8,484	$909K
LCW Services, LLC	0.48%	—	8,451	$905K
Lodestar Private Asset Management LLC	0.09%	Reduce -3.8%	8,442	$904K
Strategic Investment Advisors / MI	0.08%	Add +87.3%	8,411	$901K
CoreCap Advisors, LLC	0.03%	Reduce -21.8%	8,397	$899K
Kelly Financial Services LLC	0.23%	Add +6.4%	8,391	$899K
HORAN Wealth, LLC	0.14%	Add +19.5%	8,376	$897K
Roundview Capital LLC	0.05%	Reduce -6.0%	8,339	$893K
Flagship Private Wealth, LLC	0.35%	Reduce -16.2%	8,317	$891K
Wealth Advisors of Iowa, LLC	0.29%	Add +0.1%	8,306	$890K
Glenview Trust Co	0.01%	No change	8,295	$888K
Afg Fiduciary Services Limited Partnership	0.53%	Add +0.8%	8,273	$887K
Breakwater Investment Management	0.32%	Reduce -0.4%	8,281	$887K
Flow Traders U.S. LLC	0.03%	Add +3.1%	8,274	$886K
Camarda Financial Advisors, LLC	0.34%	Reduce -0.4%	8,243	$883K
Stirlingshire Investments, Inc.	0.78%	—	8,241	$883K
Keating Financial Advisory Services, Inc.	0.12%	—	8,175	$876K
JNBA Financial Advisors	0.08%	Add +3.6%	8,170	$875K
Gould Asset Management LLC	0.15%	Add +4.5%	8,110	$869K
Jacobi Capital Management LLC	0.05%	Add +0.5%	8,070	$864K
Fidelity D & D Bancorp Inc.	0.37%	No change	8,000	$857K
Stone Summit Wealth LLC	0.23%	Reduce -1.8%	7,999	$857K
Compass Wealth Management, LLC	0.35%	Reduce -0.8%	7,983	$855K
Hilltop Holdings Inc.	0.05%	Reduce -30.2%	7,967	$853K
Curi Capital, LLC	0.01%	Add +3.2%	7,962	$853K
Chatham Capital Group, Inc.	0.12%	No change	7,910	$847K
Sowell Financial Services LLC	0.03%	Add +1.0%	7,909	$847K
Members Trust Co	0.03%	No change	7,900	$846K
W.H. Cornerstone Investments Inc.	0.51%	Reduce -1.8%	7,889	$845K
Magnus Financial Group LLC	0.06%	Add +7.8%	7,879	$844K
Tsfg, LLC	0.13%	Add +1.2%	7,846	$840K
UMB Bank, n.a.	0.01%	Add +26.5%	7,825	$838K
4J Wealth Management LLC	0.48%	Reduce -4.5%	7,807	$836K
Oppenheimer & Co. Inc.	0.01%	Reduce -15.2%	7,796	$835K
SeaBridge Investment Advisors LLC	0.14%	Add +0.1%	7,761	$831K
First Trust Advisors LP	0.00%	Add +0.5%	7,724	$827K
Mount Lucas Management LP	0.37%	Add +12.3%	7,701	$825K
PFG Investments, LLC	0.04%	Reduce -3.7%	7,668	$821K
L.K. Benson & Company, P.C.	0.41%	Reduce -10.9%	7,630	$817K
HBK Sorce Advisory LLC	0.02%	Reduce -3.6%	7,586	$817K
Sound View Wealth Advisors Group, LLC	0.05%	Reduce -0.1%	7,604	$814K
Duncker Streett & Co. Inc.	0.14%	No change	7,595	$814K
Victory Financial Group, LLC	0.10%	Add +24.1%	7,591	$813K
Wilmington Savings Fund Society, FSB	0.02%	Add +658.8%	7,588	$813K
Edgemoor Investment Advisors, Inc.	0.06%	Add +6.2%	7,513	$805K
Romano Brothers and Company	0.09%	Reduce -19.4%	7,466	$800K
Etesian Wealth Advisors, Inc.	0.25%	Reduce -32.1%	7,448	$798K
Sepio Capital, LP	0.04%	Reduce -18.7%	7,423	$795K
Old National Bancorp	0.01%	Reduce -37.1%	7,407	$793K
Stephens Consulting, LLC	0.26%	No change	7,398	$792K
Marble Wealth, LLC	0.11%	—	7,382	$791K
First Heartland Consultants, Inc.	0.06%	Add +35.0%	7,354	$788K
Wealthspire Retirement, LLC	0.05%	Add +8.1%	7,344	$787K
Gray Private Wealth, LLC	0.38%	No change	7,332	$785K
Invst, LLC	0.09%	Add +13.0%	7,326	$785K
KRM Wealth Management L.L.C.	0.43%	—	7,282	$780K
Signet Financial Management, LLC	0.09%	Add +34.1%	7,252	$777K
Capital Advantage, Inc.	0.10%	New	7,249	$776K
Nations Financial Group Inc, /Ia/	0.04%	Add +4.1%	7,236	$775K
Armstrong Advisory Group, Inc.	0.05%	Add +0.5%	7,218	$773K
Rockbridge Investment Management, LCC	0.07%	Add +4.9%	7,210	$772K
Net Worth Advisory Group	0.16%	Add +134.2%	7,189	$770K
James J. Burns & Company, LLC	0.11%	Add +1.0%	7,171	$768K
Gateway Wealth Partners, LLC	0.09%	Add +19.6%	7,156	$766K
Pathway Financial Advisors LLC	0.10%	Reduce -0.2%	7,123	$765K
Planning Project LLC	0.19%	—	7,136	$764K
Accredited Investors Inc.	0.04%	Add +1.8%	7,129	$764K
Whittier Trust Co.	0.01%	No change	7,080	$761K
Operose Advisors LLC	0.18%	Add +57.4%	7,093	$760K
Altiora Financial Group, LLC	0.13%	Add +0.3%	7,071	$757K
Flaharty Asset Management, LLC	0.09%	Add +0.3%	7,037	$754K
Apex Wealth Management, LLC	0.76%	Reduce -55.1%	6,991	$752K
Alta Wealth Advisors LLC	0.25%	Add +29.0%	7,020	$752K
Summit Financial Wealth Advisors, LLC	0.11%	No change	6,982	$748K
Stevens Capital Partners	0.20%	Add +1.1%	6,971	$747K
Catalyst Private Wealth, LLC	0.33%	Reduce -0.1%	6,954	$745K
Syntegra Private Wealth Group, LLC	0.07%	Reduce -2.9%	6,929	$742K
FF Advisors,LLC	0.33%	No change	6,913	$740K
Cogent Private Wealth, Inc.	0.56%	—	6,900	$739K
Nilsine Partners, LLC	0.06%	Reduce -21.6%	6,892	$738K
Sheets Smith Wealth Management	0.08%	Reduce -11.7%	6,881	$737K
Ransom Advisory, Ltd	0.29%	New	6,843	$733K
Financial Sense Advisors, Inc.	0.15%	Add +1.4%	6,824	$731K
Rock Point Advisors, LLC	0.18%	Reduce -1.8%	6,811	$730K
Valtrion Capital Management, LLC	0.73%	Reduce -0.9%	6,807	$729K
Ehrlich Financial Group	0.41%	Reduce -13.7%	6,800	$728K
MorganRosel Wealth Management, LLC	0.18%	Reduce -1.4%	6,782	$726K
Wellspring Financial Advisors, LLC	0.06%	Reduce -88.5%	6,737	$722K
Annex Advisory Services, LLC	0.01%	Add +31.0%	6,730	$721K
Keyvantage Wealth, LLC	0.31%	Reduce -1.1%	6,703	$718K
Tradition Wealth Management, LLC	0.05%	Add +28.2%	6,670	$714K
Bonfire Financial	0.53%	Add +2.9%	6,663	$714K
Argonautica Private Wealth Management, Inc.	0.21%	No change	6,643	$712K
Discipline Wealth Solutions, LLC	0.13%	Reduce -7.8%	6,575	$704K
Smith, Moore & Co.	0.05%	Add +0.7%	6,574	$704K
Keenan, LLC	0.62%	—	6,559	$703K
Act Wealth Management, LLC	0.23%	Add +211.1%	6,549	$701K
Vavra Capital Management, LLC	0.69%	—	6,517	$698K
Crux Wealth Advisors	0.26%	Add +6.8%	6,478	$694K
LifeGoal Investments, LLC	0.46%	Add +17.8%	6,459	$692K
Cadia Private Client LLC	0.55%	—	6,451	$691K
Lanark Financial, Inc.	0.05%	Reduce -16.9%	6,447	$691K
Kohmann Bosshard Financial Services, LLC	0.06%	New	6,438	$690K
Ewa, LLC	0.17%	Add +59.1%	6,373	$683K
HighPoint Advisor Group LLC	0.01%	New	6,360	$681K
Pitcairn Wealth Advisors LLC	0.06%	—	6,293	$674K
Columbia River Financial Group, LLC	0.41%	Add +1.9%	6,300	$674K
Arrien Investments, Inc.	0.38%	No change	6,283	$673K
Peregrine Asset Advisers, Inc.	0.19%	Reduce -13.7%	6,239	$668K
SeaCrest Wealth Management, LLC	0.07%	No change	6,201	$668K
ArborFi Advisors, LLC	0.54%	Add +12.5%	6,228	$667K
Winthrop Advisory Group LLC	0.06%	Reduce -1.1%	6,222	$666K
Greykasell Wealth Strategies, Inc.	0.26%	Reduce -22.4%	6,217	$666K
Legacy Wealth Partners, LLC	0.17%	—	6,207	$665K
Tassel Capital Management, Inc.	0.40%	Add +0.5%	6,184	$662K
Stewardship Advisors, LLC	0.15%	Add +6.1%	6,167	$661K
Goodman Advisory Group, LLC	0.16%	Add +60.7%	6,132	$657K
Wagner Wealth Management, Corp	0.65%	—	6,119	$655K
Elevate Wealth Advisory, Inc.	0.45%	No change	6,103	$654K
Smith Thornton Advisors LLC	0.33%	No change	6,095	$653K
Montecito Bank & Trust	0.10%	No change	6,060	$649K
1ST Source Bank	0.03%	No change	6,060	$649K
Obermeyer Wealth Partners	0.03%	Add +16.5%	6,035	$646K
Everest Private Wealth	0.36%	No change	6,015	$644K
Values Added Financial LLC	0.27%	No change	6,001	$643K
Integrity Alliance, Llc.	0.02%	Add +85.9%	5,986	$641K
Shotwell Rutter Baer Inc	0.38%	Reduce -15.4%	5,944	$639K
Total Clarity Wealth Management, Inc.	0.15%	New	5,943	$637K
CFO4Life Group, LLC	0.09%	No change	5,912	$633K
Trivium Point Advisory, LLC	0.06%	Reduce -10.2%	5,910	$633K
MSH Capital Advisors LLC	0.14%	No change	5,902	$632K
Aspen Wealth Strategies, LLC	0.35%	Add +12.9%	5,899	$632K
Wiser Wealth Management, Inc	0.14%	Reduce -1.1%	5,885	$630K
Eley Financial Management, Inc	0.23%	Reduce -18.5%	5,883	$630K
Jim Saulnier & Associates, LLC	0.32%	Reduce -0.2%	5,830	$624K
Rialto Wealth Management, LLC	0.15%	Reduce -1.2%	5,812	$623K
Impact Investors, Inc	0.43%	Add +7.1%	5,807	$622K
NewSquare Capital LLC	0.05%	Reduce -89.7%	5,804	$622K
Wealthstar Advisors, LLC	0.34%	Reduce -52.4%	5,754	$616K
Sapient Capital LLC	0.01%	New	5,740	$615K
RAM Investment Partners, LLC	0.11%	Add +7.1%	5,732	$614K
Conscious Wealth Investments, LLC	0.37%	Reduce -1.1%	5,692	$614K
Friday Financial	0.22%	Add +73.3%	5,720	$613K
Seascape Capital Management	0.17%	Add +3.2%	5,710	$612K
Quadrant Private Wealth Management, LLC	0.10%	New	5,696	$610K
BDFS Capital LLC	0.31%	—	5,663	$607K
Haverford Trust Co	0.01%	Reduce -0.8%	5,654	$606K
Heritage Wealth Advisors	0.02%	New	5,648	$605K
Clear Creek Financial Management, LLC	0.05%	Add +1.4%	5,638	$604K
Stratos Investment Management, LLC	0.02%	Add +26.9%	5,618	$602K
Geneos Wealth Management Inc.	0.01%	Add +1.8%	5,616	$602K
Clarion Wealth Managment Partners, LLC	0.55%	Reduce -0.1%	5,590	$599K
HB Wealth Management, LLC	0.00%	Reduce -30.3%	5,588	$599K
Transcend Capital Advisors, LLC	0.05%	Reduce -29.0%	5,570	$597K
Sutton Place Investors LLC	0.33%	Reduce -5.6%	5,545	$594K
Strategic Family Wealth Counselors, L.L.C.	0.13%	No change	5,526	$593K
Nicolet Bankshares Inc.	0.09%	No change	5,527	$592K
Firethorn Wealth Partners, LLC	0.22%	Add +5.0%	5,524	$592K
Uptown Financial Advisors LLC	0.50%	No change	5,518	$591K
Pallas Capital Advisors LLC	0.02%	Add +3.0%	5,513	$590K
Vanguard Group Inc.	0.00%	Add +17.7%	5,461	$585K
McKinley Carter Wealth Services, Inc.	0.03%	Reduce -4.7%	5,458	$585K
Unify Financial Advisors	0.61%	—	5,430	$582K
Cadent Capital Advisors, LLC	0.15%	Add +1.1%	5,415	$580K
High Net Worth Advisory Group LLC	0.13%	No change	5,402	$579K
Little House Capital LLC	0.14%	Reduce -6.9%	5,391	$577K
Gambit Capital Management, LLC	0.41%	—	5,383	$577K
GEM Asset Management, LLC	0.26%	Add +4.3%	5,355	$576K
Harbour Investment Management LLC	0.30%	Reduce -14.7%	5,370	$575K
Vantage Financial Partners, LLC	0.12%	Add +5.9%	5,366	$575K
Advocacy Wealth Management, LLC	0.02%	Reduce -42.2%	5,336	$572K
NBT Bank, N.A.	0.04%	No change	5,280	$566K
Balefire, LLC	0.11%	Add +3.0%	5,279	$565K
Davidson Trust Co.	0.23%	Add +3.2%	5,162	$553K
Aegis Wealth Management, Inc.	0.43%	—	5,149	$552K
1900 Wealth Management LLC	0.04%	Reduce -1.0%	5,138	$550K
West Wealth Group, LLC	0.11%	Reduce -2.7%	5,128	$549K
Insigneo Advisory Services, LLC	0.04%	New	5,123	$549K
Continuum Advisory, LLC	0.05%	Reduce -8.9%	5,120	$548K
Grandfield & Dodd, LLC	0.03%	No change	5,115	$548K
Provenance Wealth Advisors, LLC	0.06%	Add +28.3%	5,086	$545K
Advance Capital Management, Inc.	0.02%	Add +26.3%	5,078	$544K
Fullerton Advisors, LLC	0.54%	—	5,010	$537K
Strategy Asset Managers LLC	0.09%	New	5,008	$536K
Hummer Financial Advisory Services Inc	0.38%	No change	5,000	$536K
Monetary Management Group Inc.	0.12%	No change	5,000	$536K
Beacon Financial Group	0.05%	Add +0.6%	4,951	$530K
DUTCH ASSET Corp	0.41%	—	4,950	$530K
OLIO Financial Planning	0.15%	No change	4,936	$529K
GeoWealth Management, LLC	0.02%	Add +1.1%	4,929	$528K
Titleist Asset Management, LLC	0.04%	Add +0.0%	4,899	$525K
Evolution Wealth Advisors, LLC	0.05%	No change	4,897	$525K
Covestor Ltd	0.27%	Add +11.2%	4,882	$523K
Acorn Wealth Advisors, LLC	0.16%	Add +7.3%	4,867	$521K
WPG Advisers, LLC	0.39%	Add +6.4%	4,865	$521K
Empower Advisory Group, LLC	0.00%	Add +31.5%	4,862	$521K
Leisure Capital Management	0.17%	Add +55.5%	4,838	$518K
Investment Advisory Group, LLC	0.13%	New	4,802	$514K
Braun-Bostich & Associates Inc.	0.32%	Reduce -0.2%	4,798	$514K
Northstar Financial Companies, Inc.	0.41%	Add +67.2%	4,793	$513K
Cassilly Financial Group LLC	0.45%	—	4,771	$511K
Bar Harbor Wealth Management	0.03%	Add +6.7%	4,769	$511K
Blue Chip Partners, LLC	0.04%	Add +1.1%	4,760	$510K
Chesapeake Wealth Management	0.15%	Add +2.7%	4,750	$509K
Capital Asset Managemnet, LLC	0.56%	—	4,725	$506K
Sandbox Financial Partners, LLC	0.14%	Add +7.4%	4,722	$506K
Kane Co Wealth Management, Inc.	0.44%	—	4,700	$503K
Networth Advisors, LLC	0.37%	—	4,699	$503K
Asset Allocation Strategies LLC	0.09%	Add +0.0%	4,696	$503K
Centennial Advisors, LLC	0.65%	—	4,687	$502K
Sage Mountain Advisors LLC	0.03%	Add +3.4%	4,670	$500K
Signature Estate & Investment Advisors LLC	0.01%	Add +1.4%	4,668	$500K
Able Wealth Management LLC	0.16%	Add +14.6%	4,658	$499K
NorthRock Partners, LLC	0.01%	Add +57.6%	4,648	$498K
Twin Focus Capital Partners, LLC	0.06%	No change	4,635	$496K
Heritage Financial Services, LLC	0.04%	Add +0.1%	4,572	$490K
Nvwm, LLC	0.11%	Reduce -0.5%	4,568	$489K
Integrated Investment Consultants, LLC	0.10%	Add +2.1%	4,567	$489K
BridgePort Financial Solutions, LLC	0.13%	No change	4,566	$489K
Oregon Pacific Wealth Management, LLC	0.50%	Add +73.7%	4,563	$489K
Westshore Wealth, LLC	0.16%	Reduce -10.3%	4,537	$486K
TCP Asset Management, LLC	0.08%	Reduce -19.5%	4,526	$485K
Fairway Wealth LLC	0.13%	Reduce -5.0%	4,521	$484K
Cannon Wealth Management Services, LLC	0.34%	Add +2.0%	4,514	$484K
PGIM Custom Harvest LLC	0.01%	Add +5.0%	4,510	$483K
Paulson Wealth Management Inc.	0.11%	Reduce -26.0%	4,485	$480K
Canandaigua National Trust Co of Florida	0.30%	Add +1.1%	4,469	$479K
FOCUS Wealth Advisors, LLC	0.22%	No change	4,466	$478K
Evoke Wealth, LLC	0.01%	No change	4,465	$478K
Swmg, LLC	0.13%	Reduce -3.3%	4,414	$475K
Sigma Investment Counselors Inc.	0.02%	No change	4,434	$475K
Busey Bank	0.01%	No change	4,429	$474K
Intrua Financial, LLC	0.05%	No change	4,411	$472K
Wealth Management Nebraska	0.05%	Reduce -23.1%	4,406	$472K
Badgley Phelps Wealth Managers, LLC	0.01%	Reduce -25.1%	4,400	$471K
Rye Brook Capital LLC	0.44%	No change	4,400	$471K
Occidental Asset Management, LLC	0.06%	Add +132.0%	4,394	$471K
Lifelong Wealth Advisors, Inc.	0.13%	Add +0.9%	4,389	$470K
Capstone Capital LLC	0.30%	Reduce -5.5%	4,370	$468K
Erickson Financial Group, LLC	0.29%	Add +34.1%	4,368	$468K
Farmers Trust Co.	0.08%	No change	4,332	$464K
Noesis Capital Mangement Corp.	0.07%	Add +7.5%	4,323	$463K
HM Payson & Co.	0.01%	No change	4,312	$462K
EPG Wealth Management LLC	0.12%	No change	4,300	$461K
WealthBridge Capital Management, LLC	0.10%	Add +10.0%	4,288	$459K
Altar Rock LLC	0.55%	—	4,283	$459K
XML Financial, LLC	0.04%	Add +1.0%	4,282	$459K
Tobias Financial Advisors, Inc.	0.06%	No change	4,277	$458K
Bouchey Financial Group, Ltd.	0.03%	New	4,263	$457K
NorthStar Asset Management LLC	0.20%	Add +0.5%	4,245	$455K
Atlas Brown,Inc.	0.14%	Reduce -1.6%	4,244	$455K
Riverwater Partners LLC	0.18%	No change	4,242	$454K
NTV Asset Management LLC	0.05%	Reduce -0.0%	4,199	$450K
Stewardship Concepts Financial Services LLC	0.38%	—	4,180	$448K
Pinnacle Wealth Planning Services, Inc.	0.05%	No change	4,178	$448K
Covenant Asset Management, LLC	0.09%	Add +5.0%	4,174	$447K
Summit Wealth Partners, LLC	0.08%	Add +30.3%	4,171	$447K
Atlas Legacy Advisors, LLC	0.08%	Reduce -2.5%	4,156	$445K
Coastal Bridge Advisors, LLC	0.03%	Add +1.8%	4,129	$442K
Iowa State Bank	0.08%	No change	4,126	$442K
Ballast Rock Private Wealth LLC	0.27%	—	4,106	$440K
Wise Wealth Partners	0.63%	Reduce -1.0%	4,104	$440K
Ascentis Wealth Management, LLC	0.11%	Add +0.5%	4,055	$434K
Evanson Asset Management, LLC	0.02%	Add +74.1%	4,048	$434K
Vaughan Nelson Investment Management, L.P.	0.00%	No change	4,045	$433K
American Financial Advisors, LLC	0.06%	Reduce -1.4%	4,032	$432K
Magnolia Private Wealth, LLC	0.30%	New	4,029	$432K
Calton & Associates, Inc.	0.06%	Reduce -21.3%	4,020	$431K
Diligent Investors, LLC	0.11%	Reduce -14.0%	4,007	$429K
Bigelow Investment Advisors, LLC	0.17%	Reduce -4.9%	3,994	$428K
Summit Global Investments	0.03%	Add +3.3%	3,986	$427K
EverSource Wealth Advisors, LLC	0.02%	Reduce -47.6%	3,929	$421K
Zacks Investment Management	0.00%	Add +11.6%	3,916	$419K
Ellis Investment Partners, LLC	0.07%	Reduce -20.4%	3,913	$419K
Charter Oak Capital Management, LLC	0.03%	Add +8.0%	3,911	$419K
Kagan Cocozza Asset Management	0.30%	Reduce -47.3%	3,885	$416K
Insight Advisors, LLC/ PA	0.06%	Reduce -1.6%	3,876	$415K
Allodium Investment Consultants, LLC	0.21%	Add +7.0%	3,871	$415K
Patriot Financial Group Insurance Agency, LLC	0.05%	Add +1.0%	3,871	$415K
Hilltop National Bank	0.10%	Reduce -0.4%	3,867	$414K
Park Place Capital Corp	0.09%	Reduce -20.1%	3,850	$412K
South Plains Financial, Inc.	0.24%	No change	3,845	$412K
Transcendent Capital Group LLC	0.19%	Add +11.0%	3,843	$412K
AQR Capital Management	0.00%	Add +18.4%	3,821	$409K
Kesler, Norman & Wride, LLC	0.07%	New	3,803	$407K
Helium Advisors LLC	0.41%	Reduce -8.0%	3,788	$406K
Wealthgarden F.S. LLC	0.27%	Reduce -5.7%	3,768	$406K
Maple Capital Management, Inc.	0.03%	Reduce -28.8%	3,787	$406K
Florida Financial Advisors, LLC	0.11%	Add +3.6%	3,786	$406K
Stablepoint Partners, LLC	0.06%	Reduce -4.1%	3,782	$405K
Colonial Trust Co / SC	0.05%	No change	3,779	$405K
Becker Capital Management Inc.	0.01%	Reduce -19.1%	3,776	$404K
BlueStem Wealth Partners, LLC	0.04%	Reduce -6.5%	3,764	$403K
Altus Wealth Management, LLC	0.17%	Add +0.0%	3,756	$402K
Richards, Merrill & Peterson, Inc.	0.15%	New	3,750	$402K
Range Advisory, LLC	0.10%	—	3,730	$400K
Valley National Advisers Inc.	0.06%	Add +0.1%	3,733	$399K
AIFG Consultants Ltd.	0.68%	Reduce -4.2%	3,722	$399K
IFC Advisors LLC	0.06%	No change	3,717	$398K
Wealth Alliance Advisory Group, LLC	0.07%	No change	3,716	$398K
First National Bank of Omaha	0.01%	New	3,715	$398K
Eastern Bank	0.01%	No change	3,713	$398K
Hiley Hunt Wealth Management	0.18%	Add +0.5%	3,695	$396K
Sandy Cove Advisors, LLC	0.12%	Add +22.2%	3,689	$395K
Heritage Wealth Management, Inc.	0.26%	No change	3,682	$394K
FreeGulliver LLC	0.18%	Reduce -0.7%	3,673	$393K
NCM Capital Management, LLC	0.15%	Reduce -9.7%	3,669	$393K
Journey Advisory Group, LLC	0.03%	Add +77.2%	3,680	$393K
Cherry Tree Wealth Management, LLC	0.08%	Reduce -0.2%	3,668	$393K
Objective Capital Management, LLC	0.40%	Add +2.8%	3,650	$391K
Anson Capital, Inc.	0.28%	Add +0.0%	3,634	$389K
Onyx Bridge Wealth Group LLC	0.04%	New	3,632	$389K
Welch Group, LLC	0.01%	New	3,629	$389K
Cooper Financial Group	0.04%	Add +0.3%	3,615	$387K
Frisco Financial Planning LLC	0.32%	New	3,574	$383K
Columbia Advisory Partners LLC	0.26%	Add +4.6%	3,555	$381K
Hilltop Wealth Advisors, LLC	0.19%	No change	3,522	$377K
Center for Financial Planning, Inc.	0.04%	No change	3,521	$377K
Evensky & Katz LLC	0.02%	Add +54.4%	3,517	$377K
Intergy Private Wealth, LLC	0.11%	Add +53.6%	3,519	$377K
GRIMES & Co WEALTH MANAGEMENT, LLC	0.01%	Add +4.2%	3,517	$377K
Matrix Private Capital Group LLC	0.19%	Add +4.5%	3,500	$375K
Chemistry Wealth Management LLC	0.07%	No change	3,490	$374K
Cambridge Financial Group, LLC	0.13%	Reduce -48.7%	3,486	$373K
BankPlus Wealth Management LLC	0.21%	Reduce -36.7%	3,472	$372K
Elevated Financial Group LLC	0.13%	—	3,472	$372K
Wescott Financial Advisory Group, LLC	0.03%	Reduce -12.3%	3,470	$372K
Valley Financial Group, Inc.	0.21%	Add +2.4%	3,465	$371K
URS Advisory LLC	0.31%	—	3,462	$371K
Trustmark Bank Trust Department	0.02%	Add +18.8%	3,453	$370K
10Elms LLP	0.39%	Reduce -2.8%	3,450	$370K
Kropog Financial Group, LLC	0.29%	Add +0.4%	3,446	$369K
Old Peak Finance LLC	0.23%	—	3,441	$369K
Fiscal Wisdom Wealth Management, LLC	0.35%	Add +1.5%	3,440	$368K
Davis Wealth Advisors, LLC	0.31%	Reduce -65.4%	3,431	$368K
Gladstone Institutional Advisory LLC	0.01%	Reduce -10.7%	3,430	$367K
Mountain Capital Investment Advisors Inc.	0.06%	New	3,403	$366K
Steel Grove Capital Advisors, LLC	0.04%	Reduce -69.0%	3,411	$365K
Boyce & Associates Wealth Consulting, Inc.	0.30%	Add +0.2%	3,396	$364K
Dynamic Wealth Strategies, LLC	0.22%	No change	3,394	$364K
Lakeshore Capital Group, Inc.	0.29%	Reduce -10.3%	3,391	$363K
Philip James Wealth Mangement, LLC	0.04%	Reduce -3.6%	3,388	$363K
WBH Advisory Inc.	0.03%	No change	3,388	$363K
Palumbo Wealth Management LLC	0.09%	New	3,387	$363K
Arwa LLC	0.21%	—	3,381	$362K
Flagstar Securities, Inc.	0.12%	New	3,379	$362K
Pennington Partners & Co., LLC	0.14%	Reduce -2.7%	3,363	$360K
Independent Wealth Network Inc.	0.11%	Add +11.7%	3,356	$359K
Kennedy Investment Group, Inc.	0.14%	No change	3,351	$359K
Interactive Financial Advisors, Inc.	0.23%	Reduce -0.9%	3,351	$359K
Epiq Partners, LLC	0.17%	Add +67.0%	3,340	$358K
Forum Private Client Group LLC	0.12%	Add +7.5%	3,339	$358K
Fidelis Capital Partners, LLC	0.03%	Add +7.2%	3,299	$353K
Rockland Trust Co.	0.01%	No change	3,294	$353K
Northwest Financial Advisors	0.72%	Add +1.4%	3,288	$352K
Northland Capital Management LLC	0.20%	No change	3,285	$352K
Broadview Financial Management, LLC	0.23%	Reduce -16.4%	3,273	$351K
Horst & Graben Wealth Management LLC	0.05%	Add +1.0%	3,269	$350K
Cumberland Advisors Inc.	0.13%	Add +5.2%	3,255	$349K
Merkkuri Wealth Advisors LLC	0.24%	Add +21.5%	3,236	$347K
Clear Retirement Advice LLC	0.27%	—	3,217	$346K
KFA Private Wealth Group, LLC	0.08%	Add +1.3%	3,222	$345K
Christensen, King & Associates Investment Services, Inc.	0.15%	Reduce -4.4%	3,218	$345K
Williams Jones Wealth Management, LLC.	0.00%	Add +18.8%	3,207	$344K
Schmidt P J Investment Management Inc.	0.06%	Add +14.3%	3,200	$343K
Amplius Wealth Advisors, LLC	0.03%	Add +1.0%	3,190	$342K
Buck Wealth Strategies, LLC	0.04%	New	3,176	$340K
Diversified Management Inc.	0.08%	—	3,170	$340K
Shepherd Street Advisors LLC	0.32%	—	3,159	$338K
Impact Capital Partners LLC	0.10%	Add +52.1%	3,137	$336K
PAX Financial Group, LLC	0.06%	Reduce -17.0%	3,130	$335K
Cary Street Partners Investment Advisory LLC	0.09%	New	3,127	$335K
Strategic Wealth Partners, Ltd.	0.02%	Reduce -77.8%	3,126	$335K
Genesis Private Wealth, LLC	0.10%	New	3,112	$333K
Ballast Advisors LLC	0.09%	No change	3,075	$329K
Eaton Financial Holdings Company, LLC	0.09%	No change	3,044	$326K
Next Level Private LLC	0.09%	Add +0.8%	3,037	$325K
Principal Financial Group Inc.	0.00%	Reduce -0.9%	3,032	$325K
Element Wealth, LLC	0.13%	Add +4.2%	3,005	$322K
Argent Trust Co	0.01%	Reduce -26.7%	2,997	$321K
Sovereign Financial Group, Inc.	0.06%	Add +45.1%	2,994	$321K
National Bank of Canada	0.00%	Add +24.8%	2,987	$320K
Heritage Oak Wealth Advisors LLC	0.12%	No change	2,972	$318K
Oakworth Capital, Inc.	0.02%	Reduce -36.6%	2,969	$318K
Allegheny Financial Group	0.05%	Add +15.2%	2,964	$317K
BBR Partners, LLC	0.02%	Add +3.1%	2,958	$317K
Berger Financial Group, Inc	0.02%	Reduce -22.2%	2,949	$316K
5T Wealth, LLC	0.13%	New	2,933	$314K
Cassady Wealth & Retirement Planning, LLC	0.20%	—	2,920	$313K
Castle Wealth Management LLC	0.10%	No change	2,916	$312K
Acorn Financial Advisory Services Inc.	0.05%	Reduce -5.1%	2,915	$312K
Oxford Wealth Group, LLC	0.15%	—	2,911	$312K
Advisory Resource Group	0.05%	Reduce -16.6%	2,909	$312K
Bank Ozk	0.11%	Add +9.7%	2,899	$311K
Global Assets Advisory, LLC	0.09%	Reduce -3.3%	2,898	$310K
Oder Investment Management, LLC	0.22%	Add +3.7%	2,885	$309K
Downshift Financial, LLC	0.19%	—	2,854	$308K
Patron Partners, LLC	0.14%	Reduce -9.0%	2,854	$306K
Unified Investment Management	0.31%	No change	2,850	$305K
Relyea Zuckerberg Hanson LLC	0.03%	Reduce -7.6%	2,847	$305K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.04%	Add +0.1%	2,838	$304K
Evercore Wealth Management, LLC	0.00%	Add +37.2%	2,830	$303K
Golden State Wealth Management, LLC	0.03%	Add +218.1%	2,828	$303K
Heritage Family Offices, LLP	0.14%	Add +3.9%	2,821	$302K
Addison Capital Co	0.08%	No change	2,816	$302K
Cambient Family Office, LLC	0.04%	—	2,808	$301K
Cushing Capital Partners, LLC	0.22%	New	2,807	$301K
TRUE Private Wealth Advisors	0.03%	No change	2,803	$300K
Shepherd Financial Partners LLC	0.03%	Reduce -2.1%	2,801	$300K
Core Wealth Management, Inc.	0.09%	New	2,779	$298K
Graetz Wealth LLC	0.27%	—	2,776	$297K
55 North Private Wealth, LLC	0.08%	—	2,772	$297K
Parsons Capital Management Inc.	0.02%	No change	2,772	$297K
Aprio Wealth Management, LLC	0.02%	Add +0.1%	2,771	$297K
Williams & Novak, LLC	0.22%	New	2,770	$297K
Whitegate Investment Counselors, Inc.	0.09%	No change	2,765	$296K
Conrad Siegel Investment Advisors, Inc.	0.06%	No change	2,764	$296K
StrongBox Wealth, LLC	0.10%	No change	2,759	$296K
Axis Wealth Partners, LLC	0.16%	Add +2.7%	2,745	$294K
Blodgett Wealth Advisors, LLC	0.20%	No change	2,739	$293K
Lee Financial Co	0.04%	Add +0.1%	2,737	$293K
LaSalle St. Investment Advisors, LLC	0.05%	Add +3.8%	2,742	$293K
OMNI 360 Wealth, Inc.	0.15%	Add +15.6%	2,717	$293K
Gallacher Capital Management LLC	0.11%	Reduce -1.5%	2,729	$292K
Opal Wealth Advisors, LLC	0.08%	New	2,727	$292K
PKS Advisory Services, LLC	0.07%	Reduce -21.1%	2,723	$292K
Family Investment Center, Inc.	0.06%	No change	2,723	$292K
Wagner Wealth Management, LLC	0.06%	Reduce -0.4%	2,718	$291K
Financial Advisory Partners, LLC	0.08%	New	2,715	$291K
Ducere Wealth Management LLC	0.11%	—	2,701	$289K
Whitcomb & Hess, Inc.	0.07%	Reduce -0.6%	2,670	$287K
Arrowroot Family Office, LLC	0.10%	Add +7.4%	2,675	$287K
Round Rock Advisors LLC	0.04%	No change	2,665	$285K
Aventura Private Wealth, LLC	0.10%	No change	2,641	$283K
Oceanside Advisors LLC	0.17%	Add +21.2%	2,627	$281K
Ellenbecker Investment Group	0.04%	Reduce -9.3%	2,626	$281K
Reston Wealth Management LLC	0.09%	Add +1.0%	2,618	$280K
Broussard Financial Group LLC	0.23%	—	2,615	$280K
Private Wealth Group, LLC	0.13%	Reduce -1.5%	2,598	$278K
One Charles Private Wealth Services, LLC	0.07%	Add +1.4%	2,585	$277K
Dearborn Partners LLC	0.01%	Add +0.3%	2,581	$276K
Premier Private Wealth Management LLC	0.28%	—	2,548	$274K
IVC Wealth Advisors LLC	0.12%	Reduce -0.1%	2,561	$274K
Baker Boyer National Bank	0.08%	No change	2,560	$274K
Cardiff Park Advisors, LLC	0.02%	Add +0.6%	2,551	$273K
Clifford Swan Investment Counsel LLC	0.01%	Reduce -26.8%	2,547	$273K
Ceeto Capital Group, LLC	0.08%	No change	2,544	$272K
Kickstand Ventures, Llc.	0.06%	No change	2,538	$272K
LGL Partners, LLC	0.12%	Reduce -3.0%	2,535	$272K
Legacy Capital Wealth Partners, LLC	0.06%	Reduce -10.7%	2,534	$271K
V. M. Manning & Co., Inc.	0.27%	New	2,500	$268K
Rossmore Private Capital	0.02%	Add +100.0%	2,500	$268K
Vantus Wealth LLC	0.20%	—	2,483	$266K
FLC Capital Advisors	0.05%	No change	2,481	$266K
Cornerstone Wealth Group, LLC	0.02%	Reduce -5.8%	2,478	$265K
Efficient Advisors, LLC	0.02%	Reduce -10.9%	2,471	$265K
Perennial Investment Advisors, LLC	0.02%	Reduce -24.9%	2,434	$261K
Baron Financial Group, LLC	0.14%	Reduce -45.8%	2,420	$259K
Riverbend Wealth Management, LLC	0.16%	Reduce -16.3%	2,408	$258K
Peddock Capital Advisors, LLC	0.05%	No change	2,404	$258K
MMBG Investment Advisors Co.	0.02%	No change	2,400	$257K
Montag A & Associates Inc.	0.01%	New	2,400	$257K
Cape Investment Advisory, Inc.	0.08%	Add +4.5%	2,394	$256K
Cambria Investment Management, L.P.	0.01%	Reduce -0.4%	2,380	$255K
Paladin Advisory Group, LLC	0.19%	Add +0.8%	2,379	$255K
Fonville Wealth Management LLC	0.05%	Add +0.5%	2,358	$253K
Signal Advisors Wealth, LLC	0.02%	Reduce -7.6%	2,357	$252K
First Manhattan Co. Llc.	0.00%	New	2,354	$252K
Synergy Asset Management, LLC	0.03%	Reduce -89.4%	2,341	$251K
One Plus One Wealth Management, LLC	0.12%	New	2,338	$250K
Welch & Forbes LLC	0.00%	New	2,337	$250K
Aviance Capital Partners, LLC	0.03%	No change	2,329	$249K
Thomasville National Bank	0.02%	New	2,322	$249K
Summit Financial Consulting LLC	0.18%	Add +6.2%	2,320	$248K
Vista Investment Management	0.08%	Reduce -2.5%	2,320	$248K
HBE Wealth Management, LLC	0.23%	—	2,314	$248K
Focused Wealth Management, Inc	0.03%	Add +0.6%	2,312	$248K
Indivisible Partners	0.03%	—	2,290	$245K
Team Financial Group, LLC	0.11%	Add +0.4%	2,288	$245K
Rothschild Wealth LLC	0.02%	New	2,284	$245K
Second Line Capital, LLC	0.05%	New	2,277	$244K
Fortress Financial Group, LLC	0.18%	No change	2,270	$243K
MBL Wealth, LLC	0.02%	New	2,268	$243K
Orleans Capital Management Corp.	0.15%	Add +2.3%	2,250	$241K
Innova Wealth Partners	0.12%	Reduce -20.2%	2,250	$241K
Woodside Wealth Management LLC	0.18%	Add +28.6%	2,248	$241K
Blalock Williams, LLC	0.19%	Add +13.7%	2,239	$240K
Clearwave Capital, LLC	0.18%	—	2,238	$240K
Keystone Financial Group	0.02%	Add +1.1%	2,233	$239K
Peoples Bank	0.15%	No change	2,227	$239K
Harbour Trust & Investment Management Co	0.02%	Add +2.3%	2,226	$238K
Gryphon Financial Partners LLC	0.03%	Add +1.6%	2,222	$238K
Kanawha Capital Management LLC	0.02%	Reduce -4.9%	2,213	$237K
Marion Wealth Management	0.05%	Add +13.6%	2,200	$237K
Wheelhouse Advisory Group LLC	0.09%	Reduce -27.6%	2,206	$236K
Texas Bank & Trust Co	0.09%	Add +2.0%	2,200	$236K
Canal Capital Management, LLC	0.03%	New	2,198	$235K
Boltwood Capital Management	0.06%	Add +15.9%	2,190	$235K
Fiducient Advisors LLC	0.03%	Add +5.7%	2,181	$234K
Traynor Capital Management, Inc.	0.01%	Reduce -32.1%	2,180	$233K
Ponta Wealth Partners, LLC	0.22%	—	2,172	$233K
Clarity Wealth Development LLC	0.20%	Add +0.4%	2,170	$232K
Novus Advisors, LLC	0.52%	No change	2,167	$232K
Northwest Wealth Management, LLC	0.04%	Reduce -19.8%	2,166	$232K
Fearless Solutions, LLC dba Best Invest	0.14%	Reduce -10.4%	2,161	$231K
BLB&B Advisors, LLC	0.01%	New	2,140	$229K
Patten & Patten Inc.	0.01%	Reduce -17.5%	2,140	$229K
Linscomb Wealth, Inc.	0.01%	Add +11.9%	2,127	$228K
Surience Private Wealth LLC	0.26%	New	2,122	$227K
Rossby Financial, LCC	0.07%	Add +9.0%	2,122	$227K
Stonehearth Capital Management, LLC	0.08%	New	2,116	$227K
Affinity Capital Advisors, LLC	0.03%	No change	2,114	$226K
Foundation Wealth Management, LLC\PA	0.08%	No change	2,113	$226K
Warren Street Wealth Advisors, LLC	0.07%	Add +4.3%	2,112	$226K
Carrera Capital Advisors	0.04%	Add +1.1%	2,103	$225K
Pacifica Partners Inc.	0.10%	No change	2,099	$225K
Atwater Malick LLC	0.06%	No change	2,094	$224K
Postrock Partners LLC	0.10%	No change	2,075	$222K
Goelzer Investment Management, Inc.	0.01%	No change	2,069	$222K
Clark Capital Management Group, Inc.	0.00%	New	2,066	$221K
Delos Wealth Advisors, LLC	0.15%	No change	2,065	$221K
Lynx Investment Advisory	0.12%	New	2,064	$221K
Union Savings Bank	0.10%	—	2,063	$221K
Blom & Howell Financial Planning, Inc.	0.22%	—	2,035	$218K
Ascentis Independent Advisors	0.04%	New	2,034	$218K
Defined Wealth Management, LLC	0.13%	Add +6.5%	2,028	$217K
OneAscent Family Office, LLC	0.15%	No change	2,008	$215K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH	0.05%	New	2,007	$215K
Prospect Financial Services LLC	0.12%	New	2,000	$214K
VeraBank, N.A.	0.04%	No change	2,000	$214K
Advisor OS, LLC	0.02%	Reduce -20.3%	1,993	$213K
Raleigh Capital Management Inc.	0.08%	Add +1364.0%	1,991	$213K
Capital Investment Advisory Services, LLC	0.02%	Reduce -3.2%	1,987	$213K
Tempus Wealth Planning, LLC	0.05%	Reduce -6.8%	1,985	$213K
Simmons Bank	0.01%	New	1,974	$211K
Financial Freedom, LLC	0.10%	Add +0.1%	1,962	$210K
Veltria Advisors Corp.	0.91%	No change	1,944	$209K
Columbus Macro, LLC	0.02%	Reduce -0.1%	1,955	$209K
Partners Wealth Management, LLC	0.22%	No change	1,953	$209K
Successful Portfolios LLC	0.11%	Reduce -7.0%	1,940	$209K
SVRN Asset Management, LLC	0.17%	—	1,948	$209K
Foguth Wealth Management, LLC.	0.03%	—	1,942	$208K
Auour Investments LLC	0.07%	New	1,931	$207K
Idaho Trust Co	0.07%	Reduce -22.5%	1,930	$207K
Beto Financial Group, LLC	0.14%	—	1,918	$206K
Millington Financial Advisors, LLC	0.09%	Reduce -32.8%	1,917	$206K
Wolff Wiese Magana LLC	0.11%	Reduce -4.6%	1,927	$206K
Guardian Asset Advisors, LLC	0.11%	Add +0.7%	1,924	$206K
Barnes Wealth Management Group, Inc	0.11%	New	1,922	$206K
QP Wealth Management, LLC	0.18%	—	1,920	$206K
Endowment Wealth Management, Inc.	0.09%	New	1,917	$205K
Firestone Capital Management	0.04%	Reduce -8.5%	1,914	$205K
Trust Point Inc.	0.02%	New	1,897	$203K
Alterna Wealth Management, Inc.	0.17%	New	1,896	$203K
Lakeshore Financial Planning, Inc.	0.07%	Reduce -3.8%	1,892	$203K
VERITY Wealth Advisors	0.13%	New	1,883	$202K
Clark Asset Management, LLC	0.02%	Reduce -13.4%	1,880	$201K
First Citizens Financial Corp	0.10%	Reduce -0.7%	1,876	$201K
Atlas Capital Advisors Inc.	0.02%	—	1,873	$201K
Capital Advisors Inc.	0.00%	New	1,870	$200K
Bell Investment Advisors, Inc	0.03%	Reduce -4.6%	1,822	$195K
Trust Co. of Toledo NA	0.02%	No change	1,738	$186K
Bernard Wealth Management Corp.	0.08%	Add +12.8%	1,737	$186K
Measured Wealth Private Client Group, LLC	0.05%	Add +914.8%	1,715	$184K
Bogart Wealth, LLC	0.01%	No change	1,677	$180K
Sound Income Strategies, LLC	0.01%	Add +3.4%	1,588	$171K
Quest 10 Wealth Builders, Inc.	0.15%	Add +1.4%	1,560	$167K
Silver Oak Securities, Incorporated	0.01%	New	1,558	$167K
ROSS\JOHNSON & Associates LLC	3.07%	No change	1,542	$165K
Colonial Trust Advisors	0.01%	No change	1,500	$161K
Realta Investment Advisors	0.05%	Add +797.5%	1,409	$151K
GW&K Investment Management, LLC	0.00%	Add +1.1%	1,382	$148K
Trust Co. of Vermont	0.01%	Add +19.8%	1,332	$143K
International Assets Investment Management, LLC	0.01%	New	1,327	$142K
Parkside Financial Bank & Trust	0.01%	Reduce -54.0%	1,283	$137K
Princeton Global Asset Management LLC	0.02%	Add +8.4%	1,257	$135K
Bravera Wealth	0.07%	—	1,226	$131K
WFA of San Diego, LLC	0.10%	No change	1,215	$130K
Marathon Trading Investment Management LLC	0.02%	Reduce -45.5%	1,200	$129K
SHP Wealth Management	0.01%	—	1,150	$123K
Quent Capital, LLC	0.01%	Add +7.4%	1,119	$120K
New Millennium Group LLC	0.05%	No change	1,109	$119K
Richardson Financial Services Inc.	0.04%	Reduce -5.5%	1,127	$119K
AlphaCentric Advisors LLC	0.12%	—	1,095	$117K
IMA Advisory Services, Inc.	0.01%	Add +15.0%	1,076	$115K
Moisand Fitzgerald Tamayo, LLC	0.01%	Reduce -29.6%	1,058	$113K
Sunbelt Securities, Inc.	0.01%	Add +12.2%	1,033	$111K
Elevated Capital Advisors, LLC	0.03%	New	1,033	$111K
Hills Bank & Trust Co	0.01%	No change	1,017	$109K
Gunpowder Capital Management, LLC dba Oliver Wealth Management	0.08%	—	1,000	$107K
Pandora Wealth, Inc.	0.07%	No change	1,000	$107K
Integrity Financial Corp	0.05%	Add +136.8%	985	$106K
NorthAvenue LLC	0.09%	—	981	$105K
Ancora Advisors LLC	0.00%	Add +9.3%	933	$100K
SouthState Bank Corp	0.00%	Reduce -48.0%	911	$98K
Washington Trust Advisors, Inc.	0.01%	No change	900	$96K
Atwood & Palmer Inc.	0.01%	Add +1.1%	842	$90K
Farmers & Merchants Investments Inc.	0.00%	Reduce -50.0%	837	$90K
Bokf, NA	0.00%	New	825	$88K
Signature Equity Partners, LLC	0.05%	—	819	$88K
ESL Trust Services, LLC	0.02%	New	808	$87K
New Republic Capital, LLC	0.02%	Add +697.0%	805	$86K
CENTRAL TRUST Co	0.00%	Reduce -56.6%	802	$86K
Litman Gregory Wealth Management LLC	0.01%	New	800	$86K
Godfrey Financial Associates, Inc.	0.07%	—	796	$85K
Ameriflex Group, Inc.	0.04%	Reduce -50.0%	771	$83K
Concord Wealth Partners	0.01%	Add +0.1%	763	$82K
DT Investment Partners, LLC	0.01%	Add +105.1%	763	$82K
Toth Financial Advisory Corp.	0.01%	Add +0.4%	758	$81K
Blueline Advisors LLC	0.07%	—	757	$81K
Motco	0.01%	No change	726	$78K
Gould Capital, LLC	0.05%	Add +5.9%	717	$77K
Meramec Financial Planners, LLC	0.03%	—	700	$75K
Jackson, Grant Investment Advisers, Inc.	0.02%	New	690	$74K
Red Tortoise LLC	0.03%	Add +1.1%	676	$72K
Delta Asset Management LLC	0.01%	No change	670	$72K
Morris Financial Concepts, Inc.	0.02%	Add +18.7%	660	$71K
Mechanics Financial Corp	0.03%	No change	643	$69K
Rice Partnership, LLC	0.01%	Reduce -11.8%	632	$68K
American Wealth Advisors, LLC	0.07%	Reduce -15.4%	625	$67K
Howe & Rusling Inc.	0.00%	New	612	$66K
Rothschild Investment LLC	0.00%	Add +1290.7%	598	$64K
Raffa Wealth Management, LLC	0.01%	Add +1.1%	579	$62K
Indiana Trust & Investment Management Co	0.02%	No change	522	$56K
Pflug Koory, LLC	0.03%	Add +0.8%	508	$54K
Founders Financial Alliance, LLC	0.01%	Reduce -16.5%	497	$53K
Basepoint Wealth LLC	0.03%	New	494	$53K
Harbor Investment Advisory, LLC	0.00%	No change	482	$52K
Financial Network Wealth Advisors LLC	0.05%	Add +0.9%	469	$50K
Clean Yield Group	0.01%	Add +0.2%	465	$50K
Inlight Wealth Management, LLC	0.02%	Add +29.0%	445	$48K
Horizon Financial Services, LLC	0.02%	No change	439	$47K
Triumph Capital Management	0.01%	New	437	$47K
Friedenthal Financial	0.02%	New	429	$46K
Harbor Asset Planning, Inc.	0.04%	Add +1.0%	417	$45K
S&T Bank	0.01%	No change	401	$43K
Nemes Rush Group LLC	0.00%	No change	397	$43K
Bfsg, LLC	0.00%	Add +285.0%	385	$41K
HFM Investment Advisors, LLC	0.02%	Reduce -2.3%	380	$41K
CoreFirst Bank & Trust	0.02%	New	363	$39K
Wilkerson Advisory Group LLC	0.01%	—	363	$39K
JDM Financial Group LLC	0.01%	New	356	$38K
Caitlin John, LLC	0.02%	Reduce -10.6%	338	$36K
Register Financial Advisors LLC	0.01%	No change	336	$36K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.01%	No change	313	$34K
Hantz Financial Services, Inc.	0.00%	Add +164.1%	309	$33K
CNB Bank	0.01%	No change	300	$32K
Carolina Wealth Advisors, LLC	0.01%	New	265	$28K
Hollencrest Capital Management	0.00%	No change	253	$27K
CDKV Holdings LLC	0.02%	—	250	$27K
American Capital Advisory, LLC	0.01%	No change	250	$27K
N.E.W. Advisory Services LLC	0.00%	No change	236	$25K
Providence Capital Advisors, LLC	0.00%	No change	235	$25K
Turning Point Benefit Group, Inc.	0.01%	Reduce -9.9%	218	$23K
Evolution Wealth Management Inc.	0.02%	No change	215	$23K
Root Financial Partners, LLC	0.00%	Reduce -85.5%	214	$23K
Glen Eagle Advisors, LLC	0.00%	Add +13.0%	209	$22K
Robinswood Financial LLC	0.01%	Reduce -42.5%	202	$22K
Basecamp Wealth Advisors LLC	0.00%	—	197	$21K
Transamerica Financial Advisors, LLC	0.00%	Add +157.9%	196	$21K
First PREMIER Bank	0.00%	No change	200	$21K
IFC & Insurance Marketing, Inc.	0.02%	—	185	$20K
Hurley Capital, LLC	0.01%	Add +1.1%	176	$19K
MTM Investment Management, LLC	0.01%	Add +0.6%	166	$18K
Y.D. More Investments Ltd	0.00%	No change	160	$17K
Roxbury Financial LLC	0.02%	Add +1.3%	159	$17K
SWAN Capital LLC	0.01%	No change	154	$16K
Hamrick Investment Counsel, llc	0.01%	—	149	$16K
Red Reef Advisors LLC	0.02%	—	147	$16K
Holos Integrated Wealth LLC	0.01%	No change	144	$15K
Investors Research Corp	0.00%	No change	139	$15K
Quaker Wealth Management, LLC	0.00%	Add +94.4%	138	$15K
Lloyd Advisory Services, LLC.	0.01%	New	134	$14K
IMG Wealth Management, Inc.	0.01%	No change	134	$14K
Westfuller Advisors, LLC	0.01%	Add +1.6%	125	$13K
Tidemark, LLC	0.00%	Add +0.9%	115	$12K
Optima Capital LLC	0.00%	New	106	$11K
Viewpoint Capital Management LLC	0.00%	No change	100	$11K
Chilton Capital Management LLC	0.00%	No change	95	$10K
Valley Wealth Managers, Inc.	0.00%	No change	95	$10K
Portfolio Resources Advisor Group, Inc.	0.01%	—	90	$10K
SOA Wealth Advisors, LLC.	0.00%	No change	87	$9K
Sittner & Nelson, LLC	0.00%	New	66	$7K
Steph & Co.	0.00%	New	65	$7K
Midwest Capital Advisors, LLC	0.00%	Reduce -43.8%	63	$7K
Signature Resources Capital Management, LLC	0.00%	New	59	$6K
MJT & Associates Financial Advisory Group, Inc.	0.00%	Reduce -26.3%	56	$6K
Prestige Wealth Management Group LLC	0.00%	No change	56	$6K
West Financial Advisors, LLC	0.00%	Add +1075.0%	47	$5K
Centerpoint Advisors, LLC	0.00%	New	47	$5K
Spurstone Advisory Services, LLC	0.08%	No change	46	$5K
Sunrise Financial Services, LLC	0.00%	—	45	$5K
Wealth Watch Advisors, INC	0.00%	Reduce -12.8%	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
Imprint Wealth LLC	0.02%	Reduce -90.5%	31	$3K
North Ridge Wealth Advisors, Inc.	0.00%	Add +30.4%	30	$3K
SYM FINANCIAL Corp	0.00%	No change	25	$3K
Financial Consulate, Inc.	0.00%	Reduce -90.5%	21	$2K
City State Bank	0.00%	Reduce -94.3%	18	$2K
Archer Investment Corp	0.00%	Reduce -84.8%	18	$2K
Darwin Wealth Management, LLC	0.00%	No change	18	$2K
Medallion Wealth Advisors, LLC	0.00%	No change	17	$2K
Longview Financial Advisors LLC	0.00%	New	13	$1K
Atlantic Union Bankshares Corp	0.00%	New	13	$1K
Tower Research Capital LLC (TRC)	0.00%	Reduce -80.0%	12	$1K
Kilter Group LLC	0.00%	New	11	$1K
Compass Financial Services Inc	0.00%	No change	6	$656
DHJJ Financial Advisors, Ltd.	0.00%	Add +200.0%	6	$643
Addison Advisors LLC	0.00%	No change	3	$322
Asset Dedication, LLC	0.00%	No change	3	$322
RHL Group, LLC	0.00%	—	3	$321
Jackson Hole Capital Partners, LLC	0.00%	No change	3	$321
Gables Capital Management Inc.	0.00%	No change	1	$107
Key Financial Inc	0.00%	Reduce -99.6%	1	$107

"% of holder's portfolio" is MUB's weight in each manager's 13F, not the share of iShares National Muni Bond E the manager owns.