iShares National Muni Bond EMUBETF

13F holders, Q1 2026 (March 31)
1,633holders +1
100new positions
89sold out
6famous investors
$106.16avg. 13F price*

At the end of Q1 2026, 1,633 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, up 1 from Q4 2025. 100 opened new positions and 89 sold out. The largest holders were Bank of America Corp. ($4.5B), FMR LLC ($2.3B) and Betterment LLC ($2.1B). 6 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions100$259.2M
Exits89$353.3M

All 13F filers, Q4 2025 → Q1 2026: 32,335,965 shares bought and 17,542,083 shares sold, net +14,793,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,633 holders

Bank of America Corp. 0.33% Add +12.8% 42,113,660 $4.5B
FMR LLC 0.12% Reduce -1.6% 21,943,710 $2.3B
Betterment LLC 3.94% Add +3.1% 19,583,732 $2.1B
Envestnet Asset Management Inc. 0.47% Add +17.8% 16,704,651 $1.8B
Creative Planning 1.03% Add +6.0% 14,367,478 $1.5B
LPL Financial LLC 0.33% Add +6.0% 11,762,384 $1.2B
Fisher Asset Management 0.42% Add +8.2% 11,596,161 $1.2B
Wells Fargo & Company 0.21% Add +0.7% 10,008,488 $1.1B
Mercer Global Advisors Inc. 1.47% Add +9.5% 9,357,674 $993.3M
Morgan Stanley 0.06% Add +7.4% 9,214,317 $978.1M
Northwestern Mutual Wealth Management Co. 0.58% Add +5.6% 8,903,359 $945.1M
UBS Group AG 0.14% Add +211.7% 7,622,993 $809.2M
Bank of New York Mellon Corp 0.14% Add +3.0% 7,303,630 $775.3M
PNC Financial Services Group, Inc. 0.44% Reduce -2.1% 7,185,272 $762.7M
Tiaa-Cref Individual & Institutional Services, LLC 2.32% — 5,687,268 $603.7M
Sei Investments Co. 0.52% Add +0.1% 5,274,695 $559.9M
US Bancorp \de 0.67% Add +0.1% 5,232,551 $555.4M
JPMorgan Chase & Co. 0.03% Add +0.4% 4,709,555 $499.0M
Wealthfront Advisers LLC 1.04% Reduce -9.3% 4,442,764 $471.6M
Cetera Investment Advisers 0.36% Add +14.9% 3,210,936 $340.8M
Assetmark, Inc. 0.69% Add +4.2% 3,196,889 $339.3M
Jones Financial Companies LLLP 0.15% Add +30.0% 2,953,836 $312.3M
Commonwealth Equity Services, LLC 0.42% Reduce -1.3% 2,823,552 $299.7M
Orgel Wealth Management, LLC 6.12% Add +2.3% 2,677,093 $284.2M
Rwa Wealth Partners, LLC 2.71% Reduce -1.5% 2,331,591 $247.5M
Raymond James Financial Inc. 0.07% Add +27.5% 2,281,826 $242.2M
Goldman Sachs Group Inc. 0.03% Add +59.7% 2,114,126 $224.4M
Mariner, LLC 0.26% Add +2.9% 2,108,214 $223.8M
Sequoia Financial Advisors, LLC 1.18% Add +11.9% 1,977,019 $209.9M
MML Investors Services, LLC 0.57% Reduce -4.0% 1,947,693 $206.7M
HighTower Advisors, LLC 0.20% Reduce -0.9% 1,737,213 $184.4M
Allstate Corp. 1.97% Reduce -42.5% 1,733,524 $184.0M
Ameriprise Financial Inc. 0.04% Reduce -24.6% 1,675,290 $177.9M
One Capital Management, LLC 4.68% Add +7.1% 1,606,330 $170.5M
Facet Wealth, Inc. 2.57% Reduce -11.0% 1,397,796 $148.4M
Citigroup Inc. 0.09% Add +10.7% 1,298,929 $137.9M
Captrust Financial Advisors 0.24% Add +4.4% 1,271,750 $135.0M
Royal Bank of Canada 0.03% Reduce -2.3% 1,258,347 $133.6M
Envestnet Portfolio Solutions, Inc. 0.69% Reduce -33.0% 1,175,348 $124.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +166.6% 1,169,211 $124.1M
Signaturefd, LLC 1.83% Reduce -3.2% 1,126,750 $119.6M
Park Avenue Securities LLC 0.90% New 1,079,334 $114.6M
Cerity Partners LLC 0.16% Add +7.1% 1,070,265 $113.6M
Focus Partners Wealth 0.12% Reduce -12.1% 1,053,799 $111.9M
Truist Financial Corp. 0.14% Add +2.7% 980,111 $104.0M
Osaic Holdings, Inc. 0.14% Add +9.6% 927,175 $98.4M
Kestra Investment Management, LLC 1.68% Add +93.6% 916,625 $97.3M
Jane Street Group, LLC 0.11% Add +65.3% 912,202 $96.8M
Corient Private Wealth LP 0.13% Add +1.9% 864,554 $91.8M
EP Wealth Advisors, LLC 0.44% Add +8.0% 847,619 $90.0M
OneDigital Investment Advisors LLC 0.88% Add +8.9% 842,713 $89.5M
Oxford Financial Group, LTD. LLC 4.74% Reduce -0.7% 830,094 $88.1M
Orion Porfolio Solutions, LLC 0.71% Add +0.4% 781,060 $82.9M
Angeles Wealth Management, LLC 4.44% Add +9.2% 767,535 $81.5M
Beacon Pointe Advisors, LLC 0.43% Add +19.3% 756,078 $80.3M
Cwm, LLC 0.21% Add +9.3% 751,600 $79.8M
Choate Investment Advisors 1.49% Reduce -38.4% 717,755 $76.2M
Rockefeller Capital Management L.P. 0.13% Add +8.8% 706,540 $75.0M
O'shaughnessy Asset Management, LLC 0.35% Add +29.7% 652,281 $69.2M
BlackRock, Inc. 0.00% Add +198.0% 650,618 $69.1M
Bessemer Group Inc. 0.11% Reduce -5.8% 647,017 $68.7M
Prime Capital Investment Advisors, LLC 0.79% Add +0.2% 645,815 $68.6M
Stifel Financial Corp. 0.06% Add +2.7% 635,731 $67.5M
Forvis Mazars Wealth Advisors, LLC 1.28% Add +0.4% 633,596 $67.3M
Sofi Wealth, LLC 3.18% Reduce -1.7% 620,897 $65.9M
United Capital Financial Advisors, LLC 0.40% Add +4.4% 613,660 $65.1M
State of Wisconsin Investment Board 0.15% No change 607,800 $64.5M
Financial Engines Advisors L.L.C. 0.12% Reduce -3.4% 579,572 $61.5M
Crestwood Advisors Group, LLC 1.01% Add +5.8% 566,374 $60.1M
Bank of Montreal 0.02% Reduce -2.3% 559,388 $59.4M
Foster Group, Inc. 1.71% Add +10.4% 542,700 $57.6M
Fifth Third Bancorp 0.10% Add +377.8% 537,049 $57.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.83% Reduce -8.1% 535,118 $56.8M
Farther Finance Advisors, LLC 0.54% Add +11.8% 532,745 $56.6M
Dynasty Wealth Management, LLC 0.49% Add +18.3% 526,425 $55.9M
Parcion Private Wealth LLC 3.46% Add +3.5% 525,436 $55.8M
Coldstream Capital Management Inc. 0.69% Reduce -4.0% 522,464 $55.5M
Wealthcare Advisory Partners LLC 1.08% Reduce -2.1% 522,191 $55.4M
Wealthspire Advisors, LLC 0.43% Reduce -15.9% 512,469 $54.4M
Avantax Planning Partners, Inc. 1.44% Reduce -1.4% 495,654 $52.6M
Wealth Enhancement Advisory Services, LLC 0.12% Reduce -40.1% 492,231 $52.4M
Manning & Napier Advisors LLC 0.74% Reduce -1.6% 492,741 $52.3M
Franklin Resources Inc. 0.01% Add +6.6% 488,681 $51.9M
Wedmont Private Capital 1.63% Add +1.5% 472,473 $50.4M
Alliancebernstein L.P. 0.02% Reduce -1.6% 462,015 $49.5M
Arkos Global Advisors 5.90% Reduce -5.2% 443,046 $47.0M
Choreo, LLC 0.57% Add +52.1% 438,228 $46.5M
Allworth Financial LP 0.19% Add +2.8% 435,863 $46.3M
Retirement Investment Advisors, Inc. 3.66% Add +0.3% 424,104 $45.4M
Ascent Group, LLC 1.53% Add +3.2% 416,280 $44.2M
Seeds Investor LLC 5.96% Add +149.6% 409,195 $43.8M
Natixis Advisors, LLC 0.06% Add +42.0% 392,889 $41.7M
HSBC Holdings PLC 0.02% Reduce -1.8% 388,912 $41.3M
Cambridge Investment Research Advisors, Inc. 0.11% Add +13.6% 388,834 $41.3M
JFS Wealth Advisors, LLC 2.29% Add +1.1% 385,993 $41.0M
Cahaba Wealth Management, Inc. 2.76% Add +9.3% 383,426 $40.7M
Savvy Advisors, Inc. 1.08% Add +39.8% 380,909 $40.4M
Equitable Holdings, Inc. 0.26% Reduce -17.3% 373,948 $40.1M
Thrivent Financial for Lutherans 0.08% Add +4.2% 375,769 $39.9M
Kestra Advisory Services, LLC 0.15% Add +18.0% 373,962 $39.7M
Gradient Investments LLC 0.60% Add +30.0% 362,236 $38.5M
Schneider Downs Wealth Management Advisors, LP 4.22% Add +5.8% 360,475 $38.3M
Cardinal Point Capital Management ULC 2.34% Add +0.8% 359,320 $38.1M
Lutz Financial Services LLC 2.52% Add +0.5% 353,163 $37.5M
Integrated Wealth Concepts LLC 0.30% Add +29.1% 351,964 $37.4M
Nicolet Bankshares Inc. 1.37% Add +6247.9% 350,848 $37.3M
Sanctuary Advisors, LLC 0.20% Add +0.0% 339,977 $36.1M
Baird Financial Group, Inc. 0.06% Add +3.4% 339,274 $36.0M
Rivernorth Capital Management, LLC 1.80% Add +271.1% 336,951 $35.8M
Johnson Investment Counsel Inc. 0.29% New 334,925 $35.6M
Liquid Strategies, LLC 7.57% Add +2.2% 331,858 $35.2M
Balentine LLC 1.41% Reduce -53.4% 330,343 $35.1M
Fort Point Capital Partners LLC 4.55% Add +33.4% 326,937 $34.7M
Citadel Advisors 0.02% New 317,700 $33.7M
Trust Co 3.13% Add +3.4% 314,946 $33.4M
Commerce Bank 0.16% Add +5.2% 307,511 $32.6M
Prudential Financial Inc. 0.04% Reduce -7.3% 299,860 $31.8M
Quotient Wealth Partners, LLC 0.83% Add +4.8% 298,694 $31.7M
Global Strategic Investment Solutions, LLC 3.09% Add +0.4% 296,178 $31.4M
Private Advisor Group, LLC 0.15% Add +9.2% 295,321 $31.3M
Rockwood Wealth Management, LLC 2.22% Reduce -1.6% 291,745 $31.0M
Aspiriant, LLC 0.87% Reduce -4.6% 288,891 $30.7M
Ackerman Capital Advisors, LLC 6.18% Reduce -5.4% 284,162 $30.2M
DV Trading LLC 2.64% New 274,100 $29.1M
Tiaa Trust, National Association 1.76% Reduce -95.3% 272,630 $28.9M
Bluespring Wealth Management, LLC 2.49% Add +1.2% 272,380 $28.9M
Laird Norton Wetherby Trust Company, LLC 0.63% Add +6.8% 271,681 $28.8M
Peapack Gladstone Financial Corp. 0.36% Add +9.7% 266,664 $28.3M
Alaska Wealth Advisors, LLC 3.39% Add +17.5% 266,033 $28.2M
M&T Bank Corp 0.09% Reduce -1.4% 266,021 $28.2M
Dakota Wealth Management 0.61% Add +3.9% 264,783 $28.1M
SageView Advisory Group, LLC 1.02% Reduce -12.5% 264,094 $28.0M
Legacy Edge Advisors, LLC 2.92% Add +10.0% 261,266 $27.7M
Atlatl Advisers LLC 20.54% Add +220.1% 260,793 $27.7M
Wesbanco Bank Inc. 0.77% Add +10.3% 260,726 $27.7M
Merit Financial Group, LLC 0.20% Add +11.8% 255,935 $27.2M
One Wealth Advisors, LLC 3.31% Add +4.0% 250,587 $26.6M
CX Institutional 0.81% Add +3.6% 249,006 $26.4M
Steward Partners Investment Advisory, LLC 0.13% Add +7.0% 248,787 $26.4M
Ally Invest Advisors Inc. 1.76% Add +6.9% 246,898 $26.2M
Stratos Wealth Partners, LTD. 0.30% Reduce -5.3% 246,280 $26.1M
Salomon & Ludwin, LLC 2.32% Add +12.1% 241,317 $26.0M
Soros Fund Management 0.47% No change 241,400 $25.6M
Ledyard National Bank 2.19% Add +4.0% 238,263 $25.3M
Crewe Advisors LLC 2.13% Add +9.1% 235,253 $25.0M
Unique Wealth, LLC 3.44% Add +20.3% 234,613 $24.9M
New York Life Investment Management LLC 0.21% Add +5.3% 233,401 $24.8M
Janney Montgomery Scott LLC 0.06% Add +11.6% 233,162 $24.8M
Icon Wealth Advisors, LLC 1.60% Add +5.3% 229,796 $24.6M
Cresset Asset Management, LLC 0.11% Add +2.8% 230,565 $24.5M
Plante Moran Financial Advisors, LLC 1.55% Reduce -4.8% 226,022 $24.0M
Avior Wealth Management, LLC 0.66% Reduce -13.0% 220,186 $23.4M
NewEdge Advisors, LLC 0.08% Add +10.6% 218,305 $23.2M
Independent Advisor Alliance 0.25% Add +869.4% 216,809 $23.0M
Alesco Advisors, LLC, An ESL Co 0.58% Add +10.7% 215,352 $22.9M
Waldron Private Wealth LLC 0.89% Reduce -1.6% 214,253 $22.7M
Modera Wealth Management, LLC 0.27% Reduce -0.5% 213,929 $22.7M
Sagespring Wealth Partners, LLC 0.41% Reduce -12.7% 213,882 $22.7M
GAMMA Investing LLC 1.06% Add +19.6% 213,593 $22.7M
Pathstone Holdings, LLC 0.09% Reduce -2.4% 213,106 $22.6M
Boston Standard Wealth Management, LLC 3.69% Add +1.1% 212,459 $22.6M
Freestone Capital Holdings, LLC 0.67% Add +24.8% 207,750 $22.1M
Resonant Capital Advisors, LLC 1.16% Add +8.5% 207,469 $22.0M
Perigon Wealth Management, LLC 0.39% Add +5.1% 204,335 $21.7M
First Citizens Bank & Trust Co. 0.46% Reduce -7.0% 204,025 $21.7M
Bernicke Wealth Management, Ltd. 2.78% Add +1.6% 202,808 $21.5M
Slow Capital, Inc. 2.78% Reduce -0.6% 201,707 $21.4M
Apella Capital, LLC 0.31% Add +7.3% 194,908 $20.9M
Arax Advisory Partners 0.59% Reduce -10.2% 195,656 $20.8M
American Century Companies Inc. 0.01% Add +115.0% 190,500 $20.2M
Russell Investments Group, Ltd. 0.02% Add +53.6% 189,235 $20.1M
Aptus Capital Advisors, LLC 0.17% Add +19.8% 188,213 $20.0M
Capital Asset Advisory Services LLC 0.76% Add +1.9% 184,811 $19.9M
Vicus Capital 1.43% Add +4.1% 183,680 $19.5M
Cardinal Strategic Wealth Guidance 4.97% Reduce -2.7% 177,441 $18.8M
Regions Financial Corp. 0.12% Reduce -0.9% 177,078 $18.8M
AMG National Trust Bank 0.41% Add +32.7% 176,705 $18.8M
Waterway Wealth Management, LLC 4.12% Reduce -8.6% 175,740 $18.7M
Morton Brown Family Wealth, LLC 4.92% Add +2.4% 175,355 $18.6M
Vise Technologies, Inc. 0.36% No change 171,813 $18.4M
Stairway Partners, LLC 0.95% Add +0.1% 173,332 $18.4M
Charles Schwab Trust Co 1.19% Reduce -4.4% 172,549 $18.3M
Meridian Wealth Partners, LLC 2.50% Reduce -0.7% 171,618 $18.2M
Great Valley Advisor Group, Inc. 0.33% Add +35.5% 171,240 $18.2M
World Investment Advisors 0.29% Reduce -12.9% 171,015 $18.2M
AE Wealth Management LLC 0.10% Reduce -62.2% 169,836 $18.0M
RTD Financial Advisors, Inc. 2.21% Reduce -3.2% 169,457 $18.0M
Brown Wealth Management, LLC 4.60% Add +7.3% 168,750 $17.9M
Black Diamond Financial, LLC 1.95% Add +12.6% 168,516 $17.9M
Symmetry Partners, LLC 1.02% Reduce -0.3% 167,926 $17.8M
Brookstone Capital Management 0.19% Add +13.8% 159,577 $16.9M
Altura Wealth Advisors Inc. 7.24% Add +2.6% 156,224 $16.6M
Vestmark Advisory Solutions, Inc. 0.18% Reduce -8.2% 154,142 $16.4M
FUKOKU MUTUAL LIFE INSURANCE Co 1.06% No change 153,000 $16.2M
Robertson Stephens Wealth Management, LLC 0.45% Add +19.3% 152,802 $16.2M
RMR Wealth Builders 1.27% Add +5.7% 152,237 $16.2M
North Star Investment Management Corp. 0.98% Add +2.4% 151,355 $16.1M
Stage Harbor Financial, LLC 10.61% Add +0.0% 150,771 $16.0M
Horizon Investments, LLC 0.18% Add +133.0% 150,604 $15.9M
CIBC Bancorp USA Inc. 0.02% — 143,880 $15.3M
UNIVEST FINANCIAL Corp 0.86% Add +4.8% 143,747 $15.3M
Advisory Services Network, LLC 0.20% Reduce -14.8% 142,530 $15.1M
PDS Planning, Inc 0.99% Add +8.7% 141,346 $15.0M
First Financial Bank - Trust Division 1.21% Add +4.5% 141,172 $15.0M
Manhattan West Asset Management, LLC 2.93% Add +1.7% 140,890 $15.0M
Elm Partners Management LLC 0.64% Add +7.9% 140,396 $14.9M
Towercrest Capital Management 2.31% Add +4.2% 139,953 $14.9M
Chesley Taft & Associates LLC 0.62% Reduce -1.7% 139,393 $14.8M
Waterloo Capital, L.P. 1.03% Reduce -0.3% 137,938 $14.6M
City of London Investment Management Co. Ltd. 1.06% Reduce -12.0% 137,329 $14.6M
Keebeck Wealth Management 1.63% Add +84.3% 136,864 $14.5M
Lido Advisors, LLC 0.06% Reduce -1.9% 136,015 $14.4M
Clearwater Capital Advisors, LLC 1.16% Add +1.4% 135,950 $14.4M
SCS Capital Management LLC 0.15% Reduce -12.0% 135,674 $14.4M
Alley Investment Management Company, LLC 1.73% Add +2.2% 134,039 $14.2M
Citizens Financial Group Inc. 0.20% Reduce -1.9% 133,555 $14.2M
Compound Planning, Inc. 0.44% Add +121.8% 133,357 $14.2M
McNamara Financial Services, Inc. 2.68% Add +7.7% 133,225 $14.1M
German American Bancorp, Inc. 1.22% Reduce -4.0% 133,184 $14.1M
Brooklyn FI, LLC 2.96% Reduce -5.0% 132,603 $14.1M
Centiva Capital, LP 0.65% Add +161.8% 130,874 $13.9M
Single Point Partners, LLC 2.74% Add +0.2% 129,797 $13.8M
Deutsche Bank AG 0.00% Add +12.4% 126,597 $13.4M
Verus Wealth Management, LLC 12.39% Add +7.3% 125,778 $13.4M
Bridge Generations Wealth Management LLC 7.55% Add +30.3% 124,010 $13.2M
Diversified Portfolios, Inc. 1.07% Reduce -1.6% 122,698 $13.0M
Ellevest, Inc. 1.81% Add +10.7% 122,531 $13.0M
Clearstead Advisors, LLC 0.12% Add +0.6% 122,041 $13.0M
Northeast Financial Group, Inc. 3.44% Reduce -19.5% 121,903 $12.9M
Kestra Private Wealth Services, LLC 0.16% Add +5.0% 120,918 $12.8M
&partners 0.06% Reduce -6.1% 117,712 $12.5M
Beacon Bridge Wealth Partners, LLC 4.18% Add +1.2% 117,514 $12.5M
Tyche Wealth Partners LLC 1.91% Add +11.5% 116,919 $12.4M
OpenArc Corporate Advisory, LLC 0.18% Reduce -6.3% 116,628 $12.4M
Global Wealth Strategies & Associates 3.04% Add +7.5% 116,606 $12.4M
Nisa Investment Advisors, LLC 0.05% Reduce -3.9% 115,165 $12.2M
Waverly Advisors, LLC 0.09% Reduce -2.1% 114,968 $12.2M
Albion Financial Group 0.78% Add +2.2% 113,782 $12.1M
Revolve Wealth Partners, LLC 1.56% Reduce -24.2% 112,771 $12.0M
Leonard Rickey Investment Advisors P.L.L.C. 2.06% Add +3.4% 112,382 $11.9M
Integrated Advisors Network LLC 0.63% Reduce -34.9% 112,322 $11.9M
Rinkey Investments 3.03% Add +28.1% 111,456 $11.8M
Stonehage Fleming Financial Services Holdings Ltd 0.43% Add +10.1% 111,348 $11.8M
Skyline Advisors, Inc. 4.04% Reduce -2.8% 109,228 $11.6M
AlTi Global, Inc. 0.25% Reduce -0.9% 108,508 $11.5M
Veery Capital, LLC 3.52% Reduce -3.9% 108,068 $11.5M
Diversified Enterprises, LLC 0.63% Add +0.6% 107,875 $11.5M
Wealthcare Capital Management LLC 1.14% Add +8.4% 107,021 $11.4M
Diversify Wealth Management, LLC 0.20% Add +58.9% 104,171 $11.2M
Apeiron RIA LLC 2.57% Add +1.6% 104,621 $11.1M
BTC Capital Management, Inc. 0.75% Add +9.9% 104,038 $11.1M
Aquire Wealth Advisors, LLC 2.90% Reduce -1.5% 103,929 $11.0M
Regal Investment Advisors LLC 0.64% Add +10.0% 103,778 $11.0M
Fiduciary Trust Co 0.13% Reduce -0.7% 103,710 $11.0M
Martel Wealth Advisors LLC 1.87% Add +2.6% 103,592 $11.0M
Okabena Investment Services Inc. 2.10% Add +18.7% 102,594 $10.9M
Zhang Financial LLC 0.37% Add +88.9% 101,343 $10.8M
Triad Wealth Partners, LLC 0.85% Add +44.0% 100,580 $10.7M
Atria Investments, Inc 0.12% Add +1.3% 100,360 $10.7M
WealthCollab, LLC 4.38% Add +7.3% 100,225 $10.6M
Confluence Wealth Services, Inc. 0.41% Add +8.8% 99,992 $10.6M
Summit Financial, LLC 0.13% Add +21.7% 99,163 $10.5M
Horiko Capital Management LLC 2.41% Reduce -11.9% 98,600 $10.5M
Pure Financial Advisors, LLC 0.15% Add +13.5% 97,569 $10.4M
Bragg Financial Advisors, Inc 0.33% Add +1.2% 97,013 $10.3M
Mather Group, Llc. 0.10% Reduce -1.0% 95,665 $10.2M
Heritage Wealth Management, Inc./Texas 4.32% Add +5.0% 95,192 $10.1M
Advyzon Investment Management, LLC 0.90% Add +31.1% 95,105 $10.1M
Renaissance Technologies 0.02% Reduce -26.5% 94,700 $10.1M
BSW Wealth Partners 1.23% Reduce -4.8% 94,636 $10.0M
Smith & Howard Wealth Management, LLC 2.17% Add +2.3% 94,512 $10.0M
Weitzel Financial Services, Inc. 3.74% Add +1.0% 93,460 $9.9M
Fiduciary Financial Group, LLC 1.30% Add +10.7% 92,695 $9.8M
Brandywine Oak Private Wealth LLC 0.81% Add +21.8% 91,210 $9.7M
NewEdge Wealth, LLC 0.12% Reduce -3.6% 90,912 $9.7M
Sigma Planning Corp 0.27% Reduce -0.2% 90,555 $9.6M
Ullmann Wealth Partners Group, LLC 1.00% Reduce -3.8% 90,395 $9.6M
BIP Wealth, LLC 0.39% Reduce -0.0% 89,537 $9.5M
Valmark Advisers, Inc. 0.11% Add +11.0% 89,483 $9.5M
Baron Silver Stevens Financial Advisors, LLC 1.37% Add +3.8% 89,186 $9.5M
Fragasso Financial Advisors Inc 0.57% Reduce -1.3% 88,706 $9.4M
CWA Asset Management Group, LLC 0.32% Add +5.9% 88,144 $9.4M
Alliance Wealth Management Group 2.04% Add +3.9% 87,894 $9.3M
Bartlett & Co. Wealth Management LLC 0.12% Add +0.6% 86,822 $9.3M
Patriot Investment Management Group, Inc. 0.59% Add +0.6% 87,338 $9.3M
May Hill Capital, LLC 2.33% Add +23.8% 87,318 $9.3M
Founders Financial Securities LLC 0.52% Add +18.9% 85,564 $9.2M
Principal Securities, Inc. 0.13% Reduce -3.0% 85,630 $9.1M
Harbor Group, Inc. 1.31% Reduce -1.8% 85,485 $9.1M
Aspen Wealth Management LLC 1.80% Add +350.4% 85,173 $9.0M
BCO Wealth Management LLC 5.42% Add +8.6% 84,975 $9.0M
Catalyst Financial Partners LLC 1.06% Add +4.9% 84,626 $9.0M
Orin Green Financial, LLC 3.68% Reduce -5.1% 84,419 $9.0M
Summit Wealth Group, LLC 1.99% Reduce -0.0% 81,731 $8.7M
Prairieview Wealth Partners, LLC 7.08% Reduce -2.7% 81,397 $8.6M
Simplicity Wealth,LLC 0.49% Add +3.6% 81,263 $8.6M
BNP Paribas Financial Markets 0.01% Reduce -60.3% 80,600 $8.6M
Connecticut Wealth Management, LLC 0.36% Reduce -25.5% 80,571 $8.6M
Savant Capital, LLC 0.04% Add +12.4% 80,408 $8.5M
Legacy Private Trust Co. 0.53% Reduce -4.9% 80,338 $8.5M
Legacy Financial Strategies, LLC 1.48% Add +3.2% 77,349 $8.2M
Wrenne Financial Planning LLC 3.21% Add +7.3% 77,162 $8.2M
MLG Wealth Management DBA Pine Grove Financial Group 0.95% Add +11.0% 76,821 $8.2M
25 LLC 2.52% Add +8.8% 76,870 $8.2M
St Germain D J Co. Inc. 0.32% Reduce -3.3% 75,858 $8.1M
WealthShield Partners, LLC 0.90% Add +28.3% 75,807 $8.0M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -0.2% 75,413 $8.0M
Gerber Kawasaki Wealth & Investment Management 0.25% Add +1.7% 75,230 $8.0M
Belpointe Asset Management LLC 0.29% Add +93.7% 74,516 $7.9M
Connable Office Inc. 0.78% Add +37.1% 74,306 $7.9M
Acropolis Investment Management, LLC 0.35% Add +6.0% 74,221 $7.9M
Zions Bancorporation, National Association 0.50% Reduce -15.3% 73,674 $7.8M
Pines Wealth Management, LLC 2.51% Reduce -4.5% 72,968 $7.7M
Focus Financial Network, Inc. 0.27% Add +12.9% 71,502 $7.6M
Moller Wealth Partners 1.49% No change 71,256 $7.6M
Naples Global Advisors, LLC 0.55% Add +8.0% 70,716 $7.5M
One Wealth Capital Management, LLC 3.26% Reduce -5.7% 69,505 $7.5M
TD Private Client Wealth LLC 0.15% Reduce -10.3% 70,091 $7.4M
Focus Partners Advisor Solutions, LLC 0.07% Add +639.5% 69,954 $7.4M
Ashton Thomas Private Wealth, LLC 0.18% Add +2.0% 69,788 $7.4M
Fulton Breakefield Broenniman LLC 0.48% Add +10.3% 69,324 $7.4M
IMPACTfolio, LLC 3.04% Reduce -16.2% 67,402 $7.2M
SVB Wealth LLC 0.47% Reduce -13.6% 66,978 $7.1M
Private Wealth Management Group, LLC 1.86% Reduce -5.4% 66,780 $7.1M
Proathlete Wealth Management LLC 1.96% Add +4.9% 66,561 $7.1M
Wealth Advisory Solutions, LLC 1.57% Reduce -26.3% 66,482 $7.1M
Granite Harbor Advisors, Inc. 3.06% Add +20.8% 66,059 $7.0M
Wit, LLC 0.13% Add +6.4% 65,922 $7.0M
Advus Financial Partners, LLC 1.74% Add +2.5% 65,402 $6.9M
GFS Advisors, LLC 0.45% Add +92.3% 55,758 $6.9M
GM Advisory Group, LLC 0.27% Add +1.0% 65,262 $6.9M
Exencial Wealth Advisors, LLC 0.21% Add +6.7% 65,130 $6.9M
Tilson Financial Group, Inc. 2.07% Add +0.4% 64,903 $6.9M
Clarity Asset Management, Inc. 3.48% Reduce -11.8% 64,760 $6.9M
Aua Capital Management, LLC 3.50% Add +13.0% 64,584 $6.9M
San Luis Wealth Advisors LLC 1.13% Reduce -3.9% 64,579 $6.9M
Fortis Capital Advisors, LLC 0.90% Add +125.9% 64,477 $6.8M
Partners in Financial Planning 1.13% Add +15.3% 64,347 $6.8M
Bare Financial Services, Inc 1.80% Add +20.6% 64,302 $6.8M
Smithfield Trust Co 0.30% Add +17.2% 63,987 $6.8M
Premier Path Wealth Partners, LLC 0.89% Add +5.1% 63,978 $6.8M
Quantinno Capital Management LP 0.01% Add +39.4% 63,807 $6.8M
Stone House Investment Management, LLC 1.20% Add +17.7% 63,275 $6.7M
Kingsview Wealth Management, LLC 0.09% Reduce -3.0% 63,213 $6.7M
Benjamin Edwards Inc. 0.07% Add +35.6% 63,178 $6.7M
First Citizens Asset Management, Inc. 2.35% Reduce -31.2% 62,412 $6.6M
Prosperity Consulting Group, LLC 0.29% Reduce -0.5% 61,445 $6.5M
Joel Isaacson & Co., LLC 0.21% Add +27.8% 60,169 $6.4M
North Dallas Bank & Trust Co. 4.29% Reduce -6.5% 59,698 $6.3M
Chesapeake Capital Corp. 4.56% Add +49.0% 59,525 $6.3M
Tidal Investments LLC 0.02% Add +49.0% 59,525 $6.3M
Brown Advisory Inc. 0.01% Reduce -2.1% 58,883 $6.3M
HUB Investment Partners, LLC 0.15% Add +59.7% 58,867 $6.2M
Visionary Wealth Advisors 0.27% Add +4.0% 58,494 $6.2M
Presilium Private Wealth, LLC 1.09% Add +5.4% 58,409 $6.2M
Prospera Financial Services Inc 0.10% Add +3.9% 57,691 $6.1M
21 West Wealth Management LLC 5.66% Reduce -0.6% 57,444 $6.1M
Aletheian Wealth Advisors LLC 2.97% — 57,317 $6.1M
Composition Wealth, LLC 0.08% Reduce -63.4% 57,214 $6.1M
Somnio Financial Group, LLC 3.99% Add +1.6% 57,177 $6.1M
Flputnam Investment Management Co. 0.09% Reduce -13.1% 57,059 $6.1M
Biltmore Family Office, LLC 0.83% Add +2.1% 55,847 $5.9M
Alpha Financial Partners LLC 3.51% Add +6.4% 55,794 $5.9M
First American Trust, FSB 0.40% Add +16.6% 55,741 $5.9M
Financial Planning Fort Collins, LLC 4.59% Reduce -5.4% 54,687 $5.9M
True Vision MN LLC 3.02% Add +17.2% 55,118 $5.9M
Level Wealth Management LLC 2.73% Add +3.5% 54,940 $5.8M
Valeo Financial Advisors, LLC 0.14% Reduce -1.6% 54,883 $5.8M
Mainsail Financial Group, LLC 2.42% Add +16.8% 54,721 $5.8M
Foundations Investment Advisors, LLC 0.07% Add +1.2% 54,713 $5.8M
Dogwood Wealth Management LLC 2.51% Add +4.0% 54,471 $5.8M
Precedent Wealth Partners, LLC 1.15% Add +10.9% 54,305 $5.8M
Anderson Hoagland & Co. 0.50% Reduce -0.9% 54,248 $5.8M
Smartleaf Asset Management LLC 0.21% Add +25.0% 54,337 $5.8M
Fairview Capital Investment Management, LLC 0.31% Reduce -4.2% 54,150 $5.7M
Brooklyn Investment Group 0.18% Add +80.5% 54,141 $5.7M
Johnson Bixby & Associates, LLC 0.71% Add +15.9% 54,077 $5.7M
Capital Investment Services of America, Inc. 0.59% Reduce -1.9% 53,579 $5.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% Add +9.0% 53,422 $5.7M
Seaside Wealth Management, Inc. 1.59% Reduce -0.6% 53,119 $5.6M
First Business Financial Services, Inc. 0.50% Add +17.4% 52,980 $5.6M
Sincerus Advisory, LLC 4.22% Add +22.9% 52,415 $5.6M
Pinnacle Financial Partners, Inc. 0.04% Add +7.0% 52,348 $5.6M
Hobart Private Capital, LLC 1.09% Add +14.6% 52,349 $5.6M
Midwest Trust Co 0.07% Add +33.6% 51,668 $5.5M
Gutierrez Wealth Advisory, LLC 3.40% Add +2.5% 51,606 $5.5M
Exchange Bank 3.79% Add +0.3% 51,505 $5.5M
ONE Advisory Partners, LLC 1.68% Reduce -1.2% 51,374 $5.5M
Capital Analysts, LLC 0.14% Reduce -65.7% 51,032 $5.4M
Bleakley Financial Group, LLC 0.08% Add +47.6% 50,991 $5.4M
K2 Financial Inc. 3.93% Add +2.2% 50,402 $5.4M
Tower Research Capital LLC (TRC) 0.14% Add +423625.0% 50,847 $5.4M
McAdam, LLC 0.24% Add +4.5% 50,823 $5.4M
Forza Wealth Management, LLC 1.87% No change 50,700 $5.4M
Lifeworks Advisors, LLC 0.69% Add +5.4% 50,625 $5.4M
Sterling Investment Advisors, Ltd. 0.97% Add +17.6% 50,589 $5.4M
Greenspring Advisors, LLC 0.33% Add +3.5% 50,299 $5.3M
Armor Investment Advisors, LLC 1.90% Add +1.5% 49,626 $5.3M
Ieq Capital, LLC 0.02% Add +111.5% 49,581 $5.3M
Davidson Investment Advisors 0.23% Reduce -1.4% 49,160 $5.2M
CreativeOne Wealth, LLC 0.12% Add +11.1% 48,467 $5.1M
Traphagen Investment Advisors LLC 0.41% Reduce -7.5% 48,146 $5.1M
Westside Investment Management, Inc. 0.78% Add +3.6% 48,011 $5.1M
Dravo Bay LLC 2.07% Add +5.7% 47,957 $5.1M
Traveka Wealth, LLC 1.94% Reduce -0.1% 47,810 $5.1M
Vannoy Advisory Group, Inc. 3.21% Reduce -1.4% 47,807 $5.1M
Checchi Capital Advisers, LLC 0.34% Add +21.5% 47,229 $5.0M
Cascade Financial Partners, LLC 0.52% Add +34.8% 47,191 $5.0M
EFG International AG 0.11% New 47,168 $5.0M
Curbstone Financial Management Corp 0.95% Add +12.3% 46,992 $5.0M
RFG Advisory, LLC 0.09% Add +2.6% 46,792 $5.0M
Mayflower Financial Advisors, LLC 0.60% Add +5.5% 46,735 $5.0M
Financial Life Advisors 1.54% Add +2.9% 46,591 $4.9M
Motive Wealth Advisors 2.29% Add +5.3% 45,965 $4.9M
Hassell Wealth Management, LLC 1.63% Add +0.0% 45,661 $4.8M
Arkansas Financial Group, Inc. 0.67% Reduce -3.2% 44,755 $4.8M
Spartan Wealth Advisory Services LLC 0.42% — 44,800 $4.8M
Edgestream Partners, L.P. 0.16% Reduce -13.5% 44,696 $4.7M
Sand Hill Global Advisors, LLC 0.16% Reduce -5.0% 44,687 $4.7M
Ironwood Wealth Management, LLC. 1.34% Add +1.7% 44,168 $4.7M
Parallel Advisors, LLC 0.08% Reduce -6.7% 43,412 $4.6M
Blue Trust, Inc. 0.05% Add +6.3% 43,180 $4.6M
Westover Capital Advisors, LLC 0.84% Reduce -0.7% 42,995 $4.6M
GLR Partners, LLC 2.49% — 42,925 $4.6M
TruNorth Capital Management, LLC 0.87% Add +7.0% 42,769 $4.5M
CGN Advisors LLC 0.36% Reduce -1.9% 42,728 $4.5M
Avant Financial Advisors LLC 3.19% Add +47.3% 42,716 $4.5M
Hancock Whitney Corp. 0.08% Reduce -29.2% 41,828 $4.5M
Life Planning Partners, Inc 3.42% Add +5.2% 42,179 $4.5M
Opus Capital Group, LLC 0.48% Reduce -0.8% 42,135 $4.5M
GenTrust, LLC 0.19% Reduce -8.2% 42,089 $4.5M
BCGM Wealth Management, LLC 1.12% Reduce -3.0% 41,932 $4.5M
Brio Consultants, LLC 0.54% Reduce -5.0% 41,585 $4.4M
Avid Wealth Partners LLC 2.08% Add +12.6% 41,467 $4.4M
Austin Wealth Management, LLC 1.00% Add +0.0% 41,330 $4.4M
Johnson Financial Group, Inc. 0.16% Reduce -8.9% 41,106 $4.4M
Concurrent Investment Advisors, LLC 0.05% Add +7.9% 40,998 $4.4M
Leeward Financial Partners, LLC 1.29% Add +0.3% 40,967 $4.3M
Topsail Wealth Management, LLC 0.64% Add +21.1% 40,729 $4.3M
First Foundation Advisors 0.17% Add +13.7% 40,497 $4.3M
Ascentis Independent Advisors 0.32% Add +1874.6% 40,164 $4.3M
Sovran Advisors, LLC 0.33% Add +4.0% 39,777 $4.3M
Beaird Harris Wealth Management, LLC 0.29% Reduce -2.4% 40,102 $4.3M
Kingswood Wealth Advisors, LLC 0.20% Add +2.1% 40,062 $4.3M
Baker Avenue Asset Management, LP 0.10% Reduce -2.5% 39,973 $4.2M
JB Capital LLC 0.17% Add +24.7% 39,461 $4.2M
Insight Wealth Strategies, LLC 0.47% Add +5.8% 39,438 $4.2M
Dorsey & Whitney Trust CO LLC 0.23% Add +32.9% 39,213 $4.2M
Greenleaf Trust 0.04% Reduce -4.1% 39,148 $4.2M
First National Trust Co 0.14% Reduce -2.3% 38,769 $4.1M
Venturi Wealth Management, LLC 0.19% Add +15.2% 38,761 $4.1M
Durante & Waters, LLC 2.98% Add +0.6% 38,749 $4.1M
Thrive Wealth Management, LLC 0.61% Add +13.9% 38,744 $4.1M
Watershed Private Wealth LLC 1.28% Reduce -21.4% 38,680 $4.1M
WLTH Capital Management, LLC 3.20% Add +4.5% 38,427 $4.1M
TD Capital Management LLC 0.37% Add +0.5% 38,334 $4.1M
Ameritas Investment Partners, Inc. 0.12% Reduce -1.4% 38,254 $4.1M
Mgo One Seven LLC 0.08% Add +6.8% 38,167 $4.1M
Wealth Management Resources, Inc. 1.41% Reduce -12.4% 38,087 $4.0M
Galvin, Gaustad & Stein, LLC 0.33% Reduce -7.5% 38,011 $4.0M
Allspring Global Investments Holdings, LLC 0.01% Reduce -67.6% 37,776 $4.0M
First Horizon Corp. 0.17% Reduce -7.6% 37,220 $4.0M
Foster & Motley Inc. 0.20% Reduce -33.0% 36,937 $3.9M
Blair William & Co. 0.01% Reduce -2.0% 36,931 $3.9M
Wayfinding Financial, LLC 1.70% Add +21.1% 36,909 $3.9M
Petersen Hastings Wealth Advisors Inc. 0.36% No change 36,698 $3.9M
IFP Advisors, Inc 0.08% Add +10.6% 36,471 $3.9M
Phillips Financial Management, LLC 0.28% Reduce -36.0% 36,418 $3.9M
Eagle Rock Investment Company, LLC 0.56% Add +4.5% 36,402 $3.9M
Strategic Blueprint, LLC 0.22% Reduce -14.4% 36,253 $3.8M
Verus Capital Partners, LLC 0.26% Add +2.3% 36,083 $3.8M
Sax Wealth Advisors, LLC 0.19% No change 35,752 $3.8M
Mission Wealth Management, LP 0.08% Add +2.3% 35,956 $3.8M
Arkadios Wealth Advisors 0.06% Add +23.9% 35,907 $3.8M
Francis Financial, Inc. 0.70% Add +15.7% 35,724 $3.8M
Investment Research Partners LLC 1.53% Add +15.9% 35,372 $3.8M
Gateway Wealth Partners, LLC 0.15% Add +393.3% 35,301 $3.7M
MAI Capital Management 0.02% Add +2.8% 35,195 $3.7M
FourThought Financial Partners, LLC 0.32% Add +21.3% 35,185 $3.7M
MidFirst Bank 0.31% Add +4.8% 34,862 $3.7M
Capital Advisors Wealth Management, LLC 0.49% Add +0.8% 34,494 $3.7M
Smithbridge Asset Management Inc. 0.54% New 34,403 $3.7M
Wedbush Securities Inc. 0.11% Add +8.6% 34,135 $3.6M
VestGen Advisors, LLC 0.10% Add +31.9% 33,470 $3.6M
Insight Wealth Partners, LLC 1.44% Add +1.7% 33,579 $3.6M
Symphony Financial, Ltd. Co. 0.47% Add +6.2% 33,470 $3.6M
Trinity Wealth Management, LLC 1.29% Add +22.9% 33,081 $3.5M
Grey Fox Wealth Advisors, LLC 0.67% Add +37.0% 32,894 $3.5M
Stokes Family Office, LLC 0.36% Add +15.2% 32,864 $3.5M
SevenBridge Financial Group, LLC 0.54% Reduce -7.0% 32,074 $3.4M
CFS Investment Advisory Services, LLC 0.24% Reduce -1.4% 31,942 $3.4M
Confluence Investment Management LLC 0.05% Add +5.8% 31,662 $3.4M
Caliber Wealth Management, LLC / KS 0.36% Reduce -48.9% 31,392 $3.3M
Partners Capital Investment Group, LLP 0.12% Add +0.5% 31,123 $3.3M
Redwood Investment Management, LLC 0.41% Add +25.6% 30,754 $3.3M
Ethos Financial Group, LLC 0.24% Add +21.0% 30,541 $3.2M
LiftPoint Family Wealth Advisors LLC 2.68% Reduce -2.5% 30,519 $3.2M
Lazard Asset Management LLC 0.01% Add +0.1% 30,455 $3.2M
Chicago Partners Investment Group LLC 0.07% Reduce -11.7% 30,006 $3.2M
Cary Street Partners Financial LLC 0.08% Reduce -5.3% 30,282 $3.2M
Capasso Planning Partners LLC 1.73% Reduce -7.2% 30,209 $3.2M
Kastel Capital Advisors, LLC 1.97% No change 29,927 $3.2M
Grove Bank & Trust 0.36% Add +6.0% 30,144 $3.2M
Level Four Advisory Services, LLC 0.10% Add +7.0% 30,129 $3.2M
Sharkey, Howes & Javer 0.43% Add +5.2% 30,079 $3.2M
Aspire Private Capital, LLC 0.72% Add +3.3% 29,949 $3.2M
COFG Advisors, LLC 0.79% Add +5.9% 29,915 $3.2M
Flagstone Financial Management 0.79% Add +0.1% 29,874 $3.2M
Carnegie Investment Counsel 0.06% Add +0.0% 29,603 $3.1M
First Commonwealth Financial Corp 0.50% Reduce -21.2% 29,533 $3.1M
Snowden Capital Advisors LLC 0.08% Reduce -0.3% 29,482 $3.1M
Daviman Financial, LLC 1.85% Add +20.7% 29,393 $3.1M
Smart Money Group LLC 0.90% Reduce -5.8% 29,071 $3.1M
Csenge Advisory Group 0.14% Reduce -4.7% 29,026 $3.1M
Cypress Wealth Services, LLC 0.43% Add +3.0% 28,826 $3.1M
Cannon Financial Strategists, Inc. 0.40% Reduce -0.8% 28,636 $3.0M
Apollon Wealth Management, LLC 0.05% Add +1.6% 28,517 $3.0M
Clifford Group, LLC 2.32% Reduce -5.2% 28,405 $3.0M
Croban 1.42% Add +20.9% 28,405 $3.0M
Modern Wealth Management, LLC 0.05% Add +21.8% 28,300 $3.0M
WCG Wealth Advisors LLC 0.08% Add +11.8% 28,338 $3.0M
McNaughton Wealth Management, LLC 1.23% Reduce -4.4% 27,984 $3.0M
Bryn Mawr Trust Advisors, LLC 0.14% Add +11.2% 27,933 $3.0M
Wealth Alliance, LLC 0.29% Reduce -81.4% 27,698 $2.9M
Simplex Trading, LLC 0.09% Add +23.7% 27,683 $2.9M
Centennial Bank 1.05% Add +24.4% 27,532 $2.9M
Fifth Third Securities, Inc. 0.19% Add +4.2% 27,362 $2.9M
Plum Street Advisors, LLC 1.00% Add +0.7% 27,300 $2.9M
CVA Family Office, LLC 0.30% Add +2.6% 27,278 $2.9M
Dynamic Advisor Solutions LLC 0.09% Add +7.7% 27,050 $2.9M
NorthCoast Asset Management LLC 0.07% Add +2.4% 27,011 $2.9M
Graver Capital Management, LLC 2.17% Add +4.1% 26,965 $2.9M
Waller Financial Planning Group, Inc. 0.63% Add +3.3% 26,953 $2.9M
Narus Financial Partners, LLC 0.75% Add +4.4% 26,852 $2.9M
Northern Trust Corp. 0.00% Add +16.7% 26,822 $2.8M
HB Wealth Management, LLC 0.02% Add +379.6% 26,799 $2.8M
Windward Private Wealth Management Inc. 0.98% Add +0.4% 26,766 $2.8M
Gen-Wealth Partners Inc 0.90% Add +7.3% 26,759 $2.8M
SteelPeak Wealth, LLC 0.09% Reduce -20.1% 26,752 $2.8M
Joseph Group Capital Management 0.71% Reduce -9.9% 26,719 $2.8M
Hoge Financial Services, LLC 1.51% Add +13.2% 26,653 $2.8M
FFT Wealth Management LLC 0.51% No change 26,623 $2.8M
Abound Wealth Management 0.64% Add +1.1% 26,608 $2.8M
Money Concepts Capital Corp. 0.16% Add +11.6% 26,448 $2.8M
Larson Financial Group LLC 0.09% Reduce -23.2% 26,391 $2.8M
Americana Partners, LLC 0.07% Reduce -0.4% 26,363 $2.8M
Joel Adams & Associates, Inc. 2.07% Reduce -2.9% 26,206 $2.8M
Hengehold Capital Management LLC 0.24% Add +11.6% 26,181 $2.8M
Cornerstone Planning Group LLC 0.37% Add +24.1% 25,890 $2.8M
Apex Wealth Management, LLC 1.89% Add +271.8% 25,993 $2.8M
Strategies Wealth Advisors, LLC 0.27% Add +0.8% 25,755 $2.7M
Voisard Asset Management Group, Inc. 0.58% Reduce -3.7% 25,603 $2.7M
Capital Management Associates, Inc 0.61% Add +0.8% 25,582 $2.7M
Creative Financial Designs Inc. 0.16% Reduce -3.3% 25,559 $2.7M
IFG Advisors, LLC 0.44% Add +6.7% 25,511 $2.7M
Whittier Trust Co. of Nevada Inc. 0.06% Reduce -2.4% 25,408 $2.7M
Forum Financial Management, LP 0.04% Reduce -8.1% 25,452 $2.7M
U.S. Capital Wealth Advisors, LLC 0.07% Add +0.9% 25,433 $2.7M
Caldwell Trust Co 0.24% Reduce -6.8% 25,330 $2.7M
Polaris Investment Advisors, LLC 1.96% Add +11.4% 25,318 $2.7M
Harbour Investments, Inc. 0.04% Add +132.8% 25,249 $2.7M
Avidian Wealth Enterprises, LLC 0.09% Reduce -36.0% 25,245 $2.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.15% Add +54.3% 25,168 $2.7M
White Lighthouse Investment Management Inc. 0.37% Add +4.1% 25,080 $2.7M
Physician Wealth Solutions Inc. 1.10% Reduce -0.0% 25,069 $2.7M
IHT Wealth Management, LLC 0.06% Reduce -4.0% 24,918 $2.6M
Cahill Financial Advisors Inc. 0.28% Add +0.7% 24,669 $2.6M
CV Advisors LLC 0.71% Add +12.9% 24,666 $2.6M
Rosenberg Matthew Hamilton 0.54% Reduce -2.4% 24,658 $2.6M
Elevation Point Wealth Partners, LLC 0.06% Add +90.0% 24,652 $2.6M
Keybank National Association 0.01% Add +3.0% 24,596 $2.6M
Financial Strategies Group, Inc. 0.43% Reduce -2.0% 24,118 $2.6M
Professional Financial Advisors, LLC 0.52% Add +13.9% 24,261 $2.6M
Procyon Advisors, LLC 0.13% Add +7.7% 24,249 $2.6M
MCF Advisors LLC 0.11% No change 24,241 $2.6M
Spinnaker Investment Group, LLC 0.51% Add +14.9% 23,747 $2.5M
Astoria Strategic Wealth, Inc. 0.64% Reduce -1.8% 23,743 $2.5M
Jefferies Financial Group Inc. 0.03% Add +1.3% 23,650 $2.5M
Sanchez Gaunt Capital Management, LLC 1.55% — 23,453 $2.5M
Moneta Group Investment Advisors LLC 0.02% Reduce -1.6% 23,426 $2.5M
Archer Investment Management, LLC 1.04% New 23,403 $2.5M
RCS Financial Planning, LLC 1.28% Add +50.5% 23,315 $2.5M
Acima Private Wealth, LLC 0.77% Add +4.8% 23,226 $2.5M
Donaldson Capital Management, LLC 0.08% No change 23,125 $2.5M
Safir Wealth Advisors, LLC 1.77% Add +2.1% 23,079 $2.4M
Client First Capital LLC 1.08% No change 23,070 $2.4M
Private Client Services, LLC 0.73% Add +6.1% 23,028 $2.4M
Theory Financial LLC 0.86% Add +3.6% 22,963 $2.4M
Sequent Planning LLC 0.59% Add +30.7% 22,958 $2.4M
Vantage Point Financial LLC 0.85% Add +12.9% 22,845 $2.4M
Signal Tree Financial Partners LLC 1.83% Reduce -5.0% 22,815 $2.4M
Investment Partners, LTD. 0.86% Add +0.8% 22,707 $2.4M
Ameritas Advisory Services, LLC 0.09% Add +4.9% 22,680 $2.4M
Journey Strategic Wealth LLC 0.06% Reduce -2.9% 22,616 $2.4M
Stratos Wealth Advisors, LLC 0.15% Add +12.2% 22,602 $2.4M
Apollon Financial, LLC 0.33% Reduce -0.5% 22,585 $2.4M
Maia Wealth LLC 0.40% Add +0.1% 22,503 $2.4M
Crusonia Wealth Advisors LLC 0.49% Add +43.1% 22,394 $2.4M
SMART Wealth LLC 0.69% Add +5.9% 22,159 $2.4M
Tenzing Financial LLC 1.76% Add +8.1% 21,862 $2.3M
Bailard, Inc. 0.05% Reduce -6.2% 22,031 $2.3M
James Investment Research, Inc. 0.26% Add +1.4% 21,994 $2.3M
Financial Insights, Inc. 0.76% Reduce -8.1% 21,991 $2.3M
Detalus Advisors, LLC 0.53% Reduce -7.8% 21,981 $2.3M
Stephenson & Company, Inc. 1.26% Reduce -11.2% 21,942 $2.3M
MKD Wealth Coaches, LLC 2.28% Add +1.7% 21,808 $2.3M
HMS Capital Management, LLC 0.89% Add +53.5% 21,789 $2.3M
Kings Path Partners LLC 0.79% Add +4.0% 21,697 $2.3M
Synergy Investment Management, LLC 0.75% Add +22.0% 21,572 $2.3M
DORVAL Corp 0.70% Add +6.9% 21,376 $2.3M
Sonata Capital Group Inc. 0.83% Add +49.6% 21,237 $2.3M
Lineweaver Wealth Advisors, LLC 0.30% Add +2.0% 21,201 $2.3M
SWS Partners 0.55% Reduce -90.0% 21,095 $2.2M
Avail Investment Partners, LLC 2.36% — 20,856 $2.2M
Claro Advisors Inc. 0.27% Add +14.3% 20,729 $2.2M
Precision Wealth Strategies, LLC 0.73% Reduce -10.0% 20,717 $2.2M
First Heartland Consultants, Inc. 0.17% Add +180.7% 20,643 $2.2M
Carl P. Sherr & Co., LLC 1.03% No change 20,637 $2.2M
Chatterton & Associates Inc. 1.53% Add +33.5% 20,453 $2.2M
Paladin Wealth, LLC 1.49% Add +28.1% 20,414 $2.2M
Sage Financial Group Inc. 0.14% Add +12.7% 20,379 $2.2M
Philadelphia Trust Co. 0.15% No change 20,289 $2.2M
Independent Financial Group, LLC 0.05% Add +3.8% 20,280 $2.2M
Keeler & Nadler Financial Planning & Wealth Management 0.73% Add +8.2% 20,222 $2.1M
Financial Partners Group, Inc 0.26% Add +22.8% 20,209 $2.1M
Cornerstone Wealth Management, LLC 0.11% Reduce -20.1% 20,107 $2.1M
Asio Capital, LLC 0.30% Reduce -68.5% 19,950 $2.1M
Lloyd Advisory Services, LLC. 0.61% Add +14783.6% 19,944 $2.1M
Kingdom Financial Group LLC. 0.61% Reduce -89.9% 19,944 $2.1M
Canvas Wealth Advisors, LLC 0.36% Reduce -3.0% 19,929 $2.1M
NDWM LLC 1.37% Add +11.6% 19,929 $2.1M
Patton Albertson Miller Group, LLC 0.25% No change 19,774 $2.1M
Texas Capital Bank Wealth Management Services Inc 0.12% No change 19,542 $2.1M
Bernardo Wealth Planning LLC 0.41% Add +1.5% 19,490 $2.1M
Maridea Wealth Management LLC 0.30% Reduce -4.0% 19,429 $2.1M
Private Trust Co. NA 0.18% Add +23.8% 19,415 $2.1M
SigFig Wealth Management, LLC 0.06% Reduce -2.7% 19,277 $2.0M
Ballentine Partners, LLC 0.03% Add +7.1% 19,263 $2.0M
Patten Group, Inc. 0.35% Reduce -1.5% 19,235 $2.0M
Madison Wealth Partners, Inc 0.33% Add +2.8% 19,231 $2.0M
Flatrock Wealth Partners LLC 0.92% Add +38.5% 19,226 $2.0M
Mattson Financial Services, LLC 0.48% Reduce -2.5% 18,976 $2.0M
AdvisorNet Financial, Inc 0.10% Add +0.1% 18,973 $2.0M
Two Sigma Securities, LLC 0.23% New 18,943 $2.0M
LPWM LLC 0.51% Reduce -6.7% 18,927 $2.0M
StoneX Group Inc. 0.11% Reduce -1.6% 18,907 $2.0M
Flagship Harbor Advisors, LLC 0.09% Add +7.2% 18,780 $2.0M
Mutual Advisors, LLC 0.04% Reduce -6.8% 18,737 $2.0M
FAS Wealth Partners, Inc. 0.12% Reduce -6.2% 18,620 $2.0M
LifePlan Investment Advisors, Inc. 0.76% Reduce -3.7% 18,339 $1.9M
XY Planning Network, Inc. 0.31% Add +20.1% 18,247 $1.9M
Lowe Brockenbrough & Co. Inc. 0.10% Reduce -4.0% 18,239 $1.9M
Advisory Alpha, LLC 0.05% Add +21.1% 18,204 $1.9M
Midwest Financial Group LLC 0.82% Add +3.9% 18,197 $1.9M
Redhawk Wealth Advisors, Inc. 0.21% Add +38.3% 18,186 $1.9M
TSA Wealth Managment LLC 0.62% Add +108.8% 18,175 $1.9M
Nwam LLC 0.11% Add +28.5% 18,125 $1.9M
Pinnacle Associates Ltd. 0.02% Add +1.9% 17,930 $1.9M
Moss Adams Wealth Advisors LLC 0.14% Reduce -10.2% 17,909 $1.9M
Power Wealth Management LLC 0.71% Reduce -8.1% 17,894 $1.9M
Crumly & Associates Inc. 0.40% Reduce -12.7% 17,885 $1.9M
Smallwood Wealth Investment Management, LLC 1.00% Reduce -0.7% 17,800 $1.9M
White & Co Financial Planning Inc 1.33% Add +8.3% 17,793 $1.9M
Colton Groome Financial Advisors, LLC 0.54% Add +17.0% 17,715 $1.9M
United Advisor Group, LLC 0.23% Add +17.7% 17,695 $1.9M
Matters Capital LLC 1.66% No change 17,680 $1.9M
Kwmg, LLC 0.16% Reduce -5.7% 17,638 $1.9M
TBH Global Asset Management, LLC 0.38% Reduce -1.3% 17,578 $1.9M
Stephens Inc. 0.02% Reduce -1.4% 17,510 $1.9M
Regimen Wealth, LLC 0.54% Add +0.5% 17,493 $1.9M
Alhambra Investment Management LLC 0.85% Reduce -0.0% 17,407 $1.8M
Guardian Wealth Advisors, LLC / NC 0.12% Add +6.6% 17,374 $1.8M
Lansing Street Advisors 0.46% Reduce -4.6% 17,314 $1.8M
Main Street Financial Solutions, LLC 0.13% Add +1.2% 17,207 $1.8M
Pearl Planning LLC 0.97% Reduce -1.2% 17,134 $1.8M
FSM Wealth Advisors, LLC 0.23% Reduce -4.3% 16,823 $1.8M
Tenret Co LLC 0.86% No change 16,816 $1.8M
HORAN Wealth, LLC 0.17% Add +100.0% 16,752 $1.8M
Capital Investment Advisors, LLC 0.03% Reduce -1.0% 16,782 $1.8M
Centerline Wealth Advisors, LLC 0.64% New 16,736 $1.8M
Cornerstone Investment Partners, LLC 0.07% Add +2.0% 16,628 $1.8M
Breakwater Capital Group 0.24% Add +2.2% 16,618 $1.8M
FC Advisory LLC 0.51% Add +3.8% 16,580 $1.8M
Keystone Wealth Services, LLC 0.38% Add +2.5% 16,567 $1.8M
Graves Light Lenhart Wealth, Inc. 0.18% Add +0.0% 16,553 $1.8M
Meridian Wealth Management, LLC 0.06% Reduce -0.1% 16,468 $1.7M
TCV Trust & Wealth Management, Inc. 0.15% Add +42.5% 16,446 $1.7M
Coastline Trust Co 0.17% Add +19.4% 16,439 $1.7M
Equita Financial Network, Inc. 0.55% Add +0.5% 16,415 $1.7M
Laurel Oak Wealth Management, LLC 0.29% Add +14.6% 16,398 $1.7M
1015 Capital Partners, LLC 1.69% Add +4.5% 16,374 $1.7M
Sterling Financial Planning, Inc. 0.51% Reduce -0.0% 16,349 $1.7M
Peak Wealth Management LLC 1.42% Add +20.7% 16,324 $1.7M
Hudson Oak Wealth Advisory LLC 1.49% Add +2.7% 16,192 $1.7M
Capstone Financial Advisors, Inc. 0.09% Reduce -15.9% 16,175 $1.7M
Grand Wealth Management, LLC 0.80% Reduce -11.6% 16,102 $1.7M
Spinnaker Trust 0.09% No change 16,041 $1.7M
Pinnacle Bancorp, Inc. 0.50% Add +21.0% 15,873 $1.7M
PFG Advisors 0.08% Reduce -1.1% 15,853 $1.7M
Shrier Wealth Management, LLC 0.62% Add +10.5% 15,818 $1.7M
Core Wealth Advisors, LLC 1.29% Add +1.0% 15,794 $1.7M
Forte Asset Management LLC 0.73% Reduce -5.2% 15,773 $1.7M
Capital Financial Group Inc\co\ 0.92% Reduce -1.2% 15,695 $1.7M
Accredited Investor Services, LLC 1.07% Reduce -3.1% 15,652 $1.7M
Todd Asset Management LLC 0.03% No change 15,648 $1.7M
Invested Advisors 1.67% Add +5.3% 15,572 $1.7M
TSG Advice Partners, LLC 0.25% Reduce -1.4% 15,513 $1.6M
Surience Private Wealth LLC 1.77% Add +630.8% 15,508 $1.6M
Ewa, LLC 0.37% Add +142.6% 15,458 $1.6M
Silver Grove Financial Group, Inc. 1.32% Add +0.1% 15,455 $1.6M
Hudock, Inc. 0.24% Reduce -35.1% 15,428 $1.6M
Integrity Advisory Solutions, LLC 0.22% Reduce -3.6% 15,364 $1.6M
Summit Wealth Group LLC / Co. 0.17% Add +48.7% 15,224 $1.6M
First National Bank of Mount Dora, Trust Investment Services 0.35% Add +5.7% 15,072 $1.6M
Mill Creek Capital Advisors, LLC 0.03% Add +0.1% 15,012 $1.6M
Cranbrook Wealth Management, LLC 0.32% No change 14,819 $1.6M
M Holdings Securities, Inc. 0.11% Reduce -0.7% 14,780 $1.6M
Foronjy Financial LLC 0.65% Reduce -6.9% 14,775 $1.6M
W Advisors, LLC 0.80% Add +1.3% 14,720 $1.6M
Garner Asset Management Corp 0.61% Add +15.0% 14,713 $1.6M
Vericrest Private Wealth 1.40% Reduce -8.6% 14,710 $1.6M
Pinnacle Wealth Management Advisory Group, LLC 0.11% Add +1.1% 14,708 $1.6M
Rehmann Capital Advisory Group 0.08% Reduce -3.6% 14,690 $1.6M
Two West Capital Advisors LLC 0.82% Add +40.6% 14,435 $1.5M
Charles Schwab Investment Management Inc. 0.00% Reduce -44.9% 14,528 $1.5M
Intentional Wealth Strategies, LLC 1.43% — 14,470 $1.5M
GC Wealth Management RIA, LLC 0.06% New 14,439 $1.5M
Collective Family Office LLC 0.34% Reduce -7.2% 14,361 $1.5M
Eagle Global Advisors LLC 0.05% Add +2.9% 14,275 $1.5M
Columbia Bank 0.43% Add +6.8% 14,264 $1.5M
Ausdal Financial Partners, Inc. 0.07% Add +7.2% 14,180 $1.5M
New Insight Wealth Advisors 0.54% Add +36.0% 14,147 $1.5M
Oppenheimer & Co. Inc. 0.02% Add +81.4% 14,145 $1.5M
Birch Financial Group, LLC 0.87% Reduce -1.0% 14,107 $1.5M
LeConte Wealth Management, LLC 0.97% Add +2.8% 14,079 $1.5M
Able Wealth Management LLC 0.40% Add +201.3% 14,034 $1.5M
Retirement Wealth Solutions LLC 0.94% Reduce -15.0% 14,019 $1.5M
XTX Topco Ltd 0.03% Add +36.0% 14,000 $1.5M
Passive Capital Management, LLC. 0.44% Add +2.3% 13,965 $1.5M
Stock Yards Bank & Trust Co. 0.05% Add +10.5% 13,927 $1.5M
Beaumont Financial Advisors, LLC 0.10% Reduce -4.3% 13,919 $1.5M
Cannon Advisors, Inc. 1.09% Reduce -1.7% 13,899 $1.5M
Blue Chip Partners, LLC 0.11% Add +191.9% 13,896 $1.5M
Willis Johnson & Associates, Inc. 0.09% Add +0.0% 13,890 $1.5M
Endeavor Private Wealth, Inc. 0.42% Reduce -14.0% 13,888 $1.5M
Dorato Capital Management 1.08% Add +11.3% 13,710 $1.5M
Brady Martz Wealth Solutions, LLC 0.25% Add +1.6% 13,788 $1.5M
Vision Retirement, LLC 0.41% Reduce -29.1% 13,700 $1.5M
RiverFront Investment Group, LLC 0.02% Reduce -1.3% 13,604 $1.4M
OneAscent Financial Services LLC 0.08% Add +41.8% 13,520 $1.4M
Cooksen Wealth, LLC 1.04% Add +0.3% 13,511 $1.4M
Resolute Wealth Advisor, Inc. 0.82% — 13,510 $1.4M
Planning Alternatives Ltd. 0.18% Add +13.5% 13,501 $1.4M
Elk River Wealth Management LLC 0.24% Add +0.7% 13,411 $1.4M
TPG Advisors LLC 0.89% No change 13,398 $1.4M
LexAurum Advisors, LLC 0.18% — 13,350 $1.4M
Riversedge Advisors, LLC 0.23% Reduce -11.5% 13,189 $1.4M
AlphaCore Capital LLC 0.03% Reduce -13.5% 13,135 $1.4M
Paladin Partners, LLC 1.00% Add +0.0% 13,084 $1.4M
ProVise Management Group, LLC 0.10% Add +2.0% 13,063 $1.4M
Cypress Financial Planning LLC 0.38% Add +6.2% 12,982 $1.4M
Stephen J. Garry & Associates, LLC 1.11% Reduce -2.3% 12,961 $1.4M
Falcon Wealth Planning 0.09% Add +4.9% 12,933 $1.4M
Neuberger Berman Group LLC 0.00% No change 12,795 $1.4M
Sage Financial Management Group, Inc. 0.42% Reduce -0.6% 12,777 $1.4M
Koshinski Asset Management, Inc. 0.08% Reduce -0.7% 12,770 $1.4M
Cypress Capital Group 0.15% Reduce -18.3% 12,751 $1.4M
Rossby Financial, LCC 0.28% Add +499.4% 12,720 $1.4M
Physician Wealth Advisors, Inc. 0.19% Add +21.1% 12,686 $1.3M
Northern Lights Advisors, Inc. 0.91% Reduce -3.8% 12,625 $1.3M
Wealth Enhancement Trust Services, Inc. 0.16% Add +10.5% 12,621 $1.3M
Argent Trust Co 0.05% Add +319.9% 12,586 $1.3M
Tennessee Valley Asset Management Partners 0.18% Add +18.7% 12,522 $1.3M
Farmers National Bank 0.29% Add +46.4% 12,518 $1.3M
Brown Financial Advisors 0.50% Add +45.5% 12,484 $1.3M
Xena Financial Planning, LLC 1.50% Add +4.7% 12,482 $1.3M
Eagle Strategies LLC 0.16% Reduce -7.9% 12,461 $1.3M
Family Capital Management, Inc. 0.59% Add +5.1% 12,429 $1.3M
Saxony Capital Management, LLC 0.76% Reduce -29.1% 12,419 $1.3M
D.A. Davidson & Co. 0.01% Add +11.1% 12,391 $1.3M
ABLE Financial Group, LLC 0.26% Reduce -15.3% 12,376 $1.3M
PUREfi Wealth, LLC 0.86% Add +10.9% 12,331 $1.3M
Evolve Private Wealth, LLC 0.07% Add +22.0% 12,298 $1.3M
Keystone Financial Services 0.38% Reduce -1.0% 12,226 $1.3M
49 Wealth Management, LLC 0.10% Add +5.5% 12,213 $1.3M
Laurel Wealth Advisors LLC 0.13% Add +0.1% 12,112 $1.3M
Graybill Wealth Management, LTD. 0.39% Add +0.8% 12,197 $1.3M
Yardley Wealth Management LLC 0.66% Reduce -1.2% 12,116 $1.3M
Guidance Capital, Inc. 0.29% Add +10.8% 12,023 $1.3M
Gibbs Wealth Management 0.17% Add +42.4% 12,074 $1.3M
Consilio Wealth Advisors, LLC 0.37% Reduce -4.3% 11,986 $1.3M
First National Bank Sioux Falls 0.35% Reduce -5.4% 11,870 $1.3M
Heartwood Wealth Advisors LLC 0.11% Reduce -2.5% 11,911 $1.3M
Hurlow Wealth Management Group, Inc. 0.30% No change 11,778 $1.3M
Brucke Financial, Inc. 0.63% Add +0.1% 11,724 $1.2M
Western Wealth Management, LLC 0.05% Add +0.1% 11,705 $1.2M
Hamilton Wealth, LLC 0.24% Reduce -27.6% 11,703 $1.2M
Juncture Wealth Strategies, LLC 0.41% Reduce -5.9% 11,617 $1.2M
Retirement Planning Group, LLC 0.04% New 11,599 $1.2M
Independence Bank of Kentucky 0.16% Reduce -0.2% 11,597 $1.2M
Shared Vision Wealth Group LLC 0.50% Reduce -7.7% 11,594 $1.2M
Everhart Financial Group, Inc. 0.10% Add +1.2% 11,552 $1.2M
Godshalk Welsh Capital Management, Inc. 0.71% Reduce -5.7% 11,550 $1.2M
KMG Fiduciary Partners, LLC 0.09% Reduce -2.0% 11,523 $1.2M
Petra Financial Advisors Inc. 0.76% Reduce -5.3% 11,495 $1.2M
LongView Wealth Management 0.31% Reduce -24.4% 11,393 $1.2M
Elmwood Wealth Management, Inc. 0.34% Reduce -6.1% 11,465 $1.2M
Brookwood Investment Group LLC 0.15% Add +2.6% 11,455 $1.2M
National Bank of Canada 0.00% Add +280.8% 11,375 $1.2M
Weaver Capital Management LLC 0.26% No change 11,401 $1.2M
Flagship Private Wealth, LLC 0.49% Add +36.5% 11,352 $1.2M
Archford Capital Strategies, LLC 0.14% Reduce -0.5% 11,327 $1.2M
Richmond Investment Services, LLC 0.19% Add +14.3% 11,303 $1.2M
Bar Harbor Wealth Management 0.07% Add +136.5% 11,278 $1.2M
Forefront Wealth Partners, LLC 0.50% Add +15.1% 11,278 $1.2M
Curtis Wealth Management LLC 1.12% Add +23.2% 11,244 $1.2M
Whittier Trust Co. 0.01% Add +58.1% 11,195 $1.2M
Verdence Capital Advisors LLC 0.07% Add +8.6% 11,216 $1.2M
Orrstown Financial Services Inc. 0.20% Add +7.7% 11,188 $1.2M
Twele Capital Management, Inc. 0.21% Reduce -0.4% 11,169 $1.2M
Wakefield Asset Management LLLP 0.31% Add +14.5% 11,165 $1.2M
Investment Planning Advisors, Inc. 0.33% Reduce -23.5% 11,129 $1.2M
Rogco, LP 0.39% Add +4.3% 11,102 $1.2M
Factor Wealth Management LTD 0.22% Reduce -58.5% 11,099 $1.2M
Cambridge Capital Management, LLC 0.51% Reduce -1.1% 11,098 $1.2M
Dean Investment Associates, LLC 0.17% Reduce -26.4% 11,059 $1.2M
Oak Wealth Advisors LLC 0.64% Reduce -1.8% 11,028 $1.2M
Capital Advisors, Ltd. LLC 0.13% Add +14.3% 11,020 $1.2M
Cyr Financial Inc. 0.69% Add +10.1% 11,002 $1.2M
Wealthcare Capital Partners, LLC 0.55% Add +11.3% 11,000 $1.2M
Myecfo, LLC 0.49% Reduce -8.3% 10,961 $1.2M
United Bank 0.15% Reduce -0.5% 10,952 $1.2M
Hohimer Wealth Management, LLC 0.14% Add +13.9% 10,933 $1.2M
Jacobson & Schmitt Advisors, LLC 0.21% Add +2.3% 10,924 $1.2M
Spire Wealth Management 0.04% Reduce -1.2% 10,911 $1.2M
Sovereign Financial Group, Inc. 0.20% Add +263.8% 10,892 $1.2M
Blake Schutter Theil Wealth Advisors, LLC 0.94% Reduce -0.8% 10,879 $1.2M
River's Edge Wealth Management, LLC 1.08% Reduce -1.5% 10,693 $1.1M
Oarsman Capital, Inc. 0.14% No change 10,758 $1.1M
Greenup Street Wealth Management LLC 0.16% Reduce -15.8% 10,734 $1.1M
Stonebridge Capital Advisors LLC 0.08% Add +8.7% 10,725 $1.1M
Haven Private, LLC 0.50% No change 10,715 $1.1M
W.H. Cornerstone Investments Inc. 0.71% Add +35.6% 10,701 $1.1M
Bond & Devick Financial Network, Inc. 0.32% Add +5.5% 10,645 $1.1M
Tudor Investment Corporation 0.01% New 10,614 $1.1M
Truepoint, Inc. 0.02% Reduce -5.9% 10,518 $1.1M
Haverford Trust Co 0.01% Add +86.0% 10,516 $1.1M
Private Advisory Group LLC 0.08% New 10,430 $1.1M
Vanguard National Trust Co 0.07% — 10,403 $1.1M
Compass Financial Group, Inc. 0.50% Reduce -2.3% 10,395 $1.1M
North Forty Two & Co. 1.02% Reduce -8.0% 10,381 $1.1M
Arrow Financial Corp 0.11% Add +2.0% 10,370 $1.1M
MainStreet Investment Advisors LLC 0.17% Reduce -3.6% 10,348 $1.1M
Inscription Capital, LLC 0.12% Reduce -2.1% 10,336 $1.1M
Cyndeo Wealth Partners, LLC 0.06% Add +5.4% 10,333 $1.1M
Strategic Investment Advisors / MI 0.08% Add +22.9% 10,335 $1.1M
Founders Grove Wealth Partners, LLC 0.25% Add +2.5% 10,299 $1.1M
Town Capital LLC 0.88% Add +1.9% 10,266 $1.1M
Florin Court Capital LLP 4.09% Reduce -12.8% 10,200 $1.1M
SIMA Wealth Partners, LLC 0.82% No change 10,200 $1.1M
B. Riley Wealth Advisors, Inc. 0.07% Reduce -0.8% 10,177 $1.1M
Allen Capital Group, LLC 0.10% Reduce -7.9% 10,130 $1.1M
Brown Brothers Harriman & Co. 0.01% No change 10,098 $1.1M
Aries Wealth Management 0.24% No change 10,080 $1.1M
Keating Financial Advisory Services, Inc. 0.17% Add +23.3% 10,076 $1.1M
Sowa Financial Group, Inc. 0.53% Add +0.2% 10,021 $1.1M
MassMutual Private Wealth & Trust, FSB 0.03% Add +13.7% 10,020 $1.1M
Journey Beyond Wealth, LLC 0.91% No change 10,000 $1.1M
Carr Financial Group Corp 0.28% No change 10,000 $1.1M
Bangor Savings Bank 0.08% No change 9,970 $1.1M
DAVENPORT & Co LLC 0.01% Reduce -2.5% 9,947 $1.1M
Note Advisors, LLC 0.52% Add +1.2% 9,828 $1.0M
C M Bidwell & Associates Ltd. 0.49% No change 9,796 $1.0M
Keystone Financial Group 0.07% Add +336.9% 9,756 $1.0M
Crux Wealth Advisors 0.40% Add +50.2% 9,728 $1.0M
Calamos Wealth Management LLC 0.04% Reduce -48.1% 9,544 $1.0M
Calamos Advisors LLC 0.01% New 9,544 $1.0M
City National Bank of Florida 0.60% No change 9,518 $1.0M
FLP Wealth Management, LLC 2.08% Reduce -52.9% 9,516 $1.0M
Brasada Capital Management, LP 0.19% Reduce -34.6% 9,478 $1.0M
Affiance Financial, LLC 0.16% Reduce -11.7% 9,473 $1.0M
Keel Point, LLC 0.07% Reduce -0.2% 9,471 $1.0M
Code Waechter LLC 0.60% Reduce -10.6% 9,454 $1.0M
Private Wealth Asset Management, LLC 0.11% Reduce -16.0% 9,381 $996K
Balance Wealth Partners LLC 0.31% Reduce -9.5% 9,372 $995K
Delos Wealth Advisors, LLC 0.57% Add +352.4% 9,343 $992K
Mainstay Capital Management LLC 0.08% New 9,343 $992K
ForthRight Wealth Management, LLC 0.28% No change 9,337 $991K
Hilltop Holdings Inc. 0.09% Add +16.8% 9,304 $988K
ARS Wealth Advisors Group, LLC 0.08% No change 9,303 $988K
Rooted Wealth Advisors, Inc. 0.26% Reduce -29.9% 9,192 $987K
Midwestern Financial, LLC 0.77% Reduce -6.6% 9,274 $984K
Heritage Investment Group, Inc. 0.15% Add +0.6% 9,273 $984K
Centurion Wealth Management LLC 0.22% Add +0.3% 9,266 $984K
Veracity Capital LLC 0.35% Reduce -2.2% 9,165 $973K
Ibex Wealth Advisors 0.09% New 9,117 $968K
Clear Creek Financial Management, LLC 0.07% Add +61.3% 9,092 $965K
Novem Group 0.11% New 9,085 $964K
Investor's Fiduciary Advisor Network, LLC 0.29% Add +5.1% 9,066 $962K
Investments & Financial Planning, LLC 0.52% Add +1.9% 9,051 $961K
Stevens Capital Partners 0.23% Add +29.8% 9,047 $960K
Jacobi Capital Management LLC 0.05% Add +11.6% 9,004 $956K
Magnolia Private Wealth, LLC 0.63% Add +121.8% 8,937 $949K
Cornerstone Financial Group, LLC 0.60% Reduce -0.4% 8,804 $940K
Signet Financial Management, LLC 0.11% Add +22.0% 8,845 $939K
Premier Private Wealth Management LLC 0.99% Add +246.3% 8,824 $937K
Edgemoor Investment Advisors, Inc. 0.07% Add +17.3% 8,813 $936K
Soltis Investment Advisors LLC 0.06% Reduce -22.6% 8,811 $935K
Act Wealth Management, LLC 0.31% Add +34.2% 8,791 $933K
Crews Bank & Trust 0.14% Reduce -0.5% 8,785 $933K
Glenview Trust Co 0.01% Add +5.6% 8,759 $930K
Roundview Capital LLC 0.06% Add +4.8% 8,741 $928K
Ballast Rock Private Wealth LLC 0.51% Add +112.5% 8,726 $926K
First Trust Advisors LP 0.00% Add +12.4% 8,680 $921K
Wingate Wealth Advisors, Inc. 0.49% Add +0.3% 8,678 $921K
LCW Services, LLC 0.45% Add +1.4% 8,567 $909K
DecisionMap Wealth Management, LLC 0.59% Reduce -2.1% 8,518 $904K
Envision Financial LLC 0.49% Add +0.1% 8,497 $902K
Lodestar Private Asset Management LLC 0.09% Add +0.3% 8,464 $898K
Stirlingshire Investments, Inc. 0.78% Add +2.3% 8,429 $895K
Gould Asset Management LLC 0.15% Add +3.4% 8,385 $890K
Mount Lucas Management LP 0.33% Add +8.8% 8,376 $889K
Geneos Wealth Management Inc. 0.02% Add +49.0% 8,367 $888K
Camarda Financial Advisors, LLC 0.47% Add +1.2% 8,340 $885K
Cynosure Group, LLC 0.11% Reduce -59.4% 8,332 $884K
Bonfire Financial 0.66% Add +24.8% 8,313 $882K
Wealth Advisors of Iowa, LLC 0.27% Add +0.1% 8,312 $882K
Sowell Financial Services LLC 0.03% Add +4.9% 8,295 $881K
Olde Wealth Management, LLC 0.28% Reduce -20.6% 8,286 $879K
CoreCap Advisors, LLC 0.03% Reduce -1.4% 8,275 $878K
Tortoise Investment Management, LLC 0.07% Reduce -4.5% 8,266 $877K
Old Mission Investment Co LLC 0.20% New 8,220 $873K
Thompson David Blair 0.50% Reduce -7.3% 8,190 $869K
Nations Financial Group Inc, /Ia/ 0.04% Add +13.1% 8,182 $869K
JNBA Financial Advisors 0.07% No change 8,170 $867K
Legacy Wealth Partners, LLC 0.22% Add +30.5% 8,100 $860K
Webster Bank, N. A. 0.08% Reduce -18.6% 8,097 $859K
Range Advisory, LLC 0.16% Add +115.1% 8,022 $852K
Compass Wealth Management, LLC 0.36% Add +0.3% 8,006 $850K
Fidelity D & D Bancorp Inc. 0.34% No change 8,000 $849K
Principal Financial Group Inc. 0.00% Add +163.8% 7,998 $849K
Afg Fiduciary Services Limited Partnership 0.50% Reduce -3.8% 7,959 $847K
Chatham Capital Group, Inc. 0.12% No change 7,910 $840K
Members Trust Co 0.03% No change 7,900 $839K
Stone Summit Wealth LLC 0.23% Reduce -1.3% 7,896 $838K
UMB Bank, n.a. 0.01% No change 7,825 $831K
Raleigh Capital Management Inc. 0.28% Add +290.5% 7,775 $825K
4J Wealth Management LLC 0.47% Reduce -0.6% 7,757 $823K
DUTCH ASSET Corp 0.55% Add +56.6% 7,753 $823K
Roan Capital Partners 0.76% — 7,734 $821K
Split Rock Private Trading & Wealth Management, LLC 0.63% Reduce -20.1% 7,703 $818K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +97.7% 7,652 $812K
L.K. Benson & Company, P.C. 0.27% Add +0.2% 7,644 $811K
PFG Investments, LLC 0.04% Reduce -0.6% 7,620 $809K
Duncker Streett & Co. Inc. 0.15% No change 7,595 $806K
Operose Advisors LLC 0.19% Add +6.7% 7,571 $804K
Little House Capital LLC 0.21% Add +40.0% 7,550 $801K
BDFS Capital LLC 0.38% Add +32.5% 7,505 $797K
Zevin Asset Management LLC 0.11% Reduce -63.6% 7,479 $794K
Total Clarity Wealth Management, Inc. 0.19% Add +25.8% 7,477 $794K
Romano Brothers and Company 0.09% No change 7,466 $793K
Vavra Capital Management, LLC 0.77% Add +14.2% 7,442 $790K
Marble Wealth, LLC 0.14% Add +0.5% 7,416 $787K
Titleist Asset Management, LLC 0.06% Add +51.2% 7,407 $786K
Etesian Wealth Advisors, Inc. 0.25% Reduce -0.8% 7,386 $784K
Busey Bank 0.02% Add +66.0% 7,354 $781K
KRM Wealth Management L.L.C. 0.40% Add +0.5% 7,321 $777K
Northside Capital Management, LLC 0.07% New 7,318 $777K
Syntegra Private Wealth Group, LLC 0.07% Add +5.1% 7,283 $773K
Alta Wealth Advisors LLC 0.25% Add +3.5% 7,268 $771K
Sepio Capital, LP 0.04% Reduce -2.3% 7,254 $770K
TIAA Wealth Investment Management LLC 0.01% — 7,235 $767K
Flaharty Asset Management, LLC 0.09% Add +2.3% 7,197 $764K
Wealthspire Retirement, LLC 0.05% Reduce -2.1% 7,193 $764K
Pathway Financial Advisors LLC 0.09% No change 7,123 $759K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -6.7% 7,092 $753K
Altiora Financial Group, LLC 0.12% Add +0.2% 7,084 $752K
Ashton Thomas Securities, LLC 0.09% New 7,060 $749K
ArborFi Advisors, LLC 0.61% Add +13.3% 7,055 $749K
Lanark Financial, Inc. 0.06% Add +9.3% 7,045 $748K
Rialto Wealth Management, LLC 0.17% Add +21.1% 7,038 $747K
Rockbridge Investment Management, LCC 0.07% Reduce -2.6% 7,022 $745K
James J. Burns & Company, LLC 0.10% Reduce -2.1% 7,020 $745K
Thryve Wealth Management LLC 0.50% Reduce -73.0% 7,011 $744K
FF Advisors,LLC 0.30% No change 6,913 $742K
Summit Financial Wealth Advisors, LLC 0.11% No change 6,982 $741K
Net Worth Advisory Group 0.15% Reduce -3.0% 6,977 $741K
Tradition Wealth Management, LLC 0.05% Add +4.5% 6,969 $740K
Spectrum Investment Advisors, Inc. 0.37% Reduce -18.9% 6,960 $739K
Catalyst Private Wealth, LLC 0.40% No change 6,954 $738K
Curi Capital, LLC 0.01% Reduce -13.0% 6,926 $735K
Nilsine Partners, LLC 0.06% Reduce -0.7% 6,842 $735K
Old National Bancorp 0.01% Reduce -6.8% 6,907 $733K
Cogent Private Wealth, Inc. 0.53% No change 6,900 $732K
Cambient Family Office, LLC 0.10% Add +145.2% 6,886 $731K
Buck Wealth Strategies, LLC 0.09% Add +116.4% 6,872 $729K
Accredited Investors Inc. 0.04% Reduce -4.4% 6,813 $723K
Gerald Baker Financial Group LLC 0.23% — 6,811 $723K
Columbia River Financial Group, LLC 0.42% Add +7.7% 6,784 $720K
Tsfg, LLC 0.11% Reduce -13.8% 6,761 $718K
Ehrlich Financial Group 0.41% Reduce -1.4% 6,704 $712K
Keyvantage Wealth, LLC 0.31% Reduce -0.1% 6,698 $711K
Valtrion Capital Management, LLC 0.67% Reduce -2.3% 6,650 $706K
Itau Unibanco Holding S.A. 0.02% New 6,640 $705K
Beto Financial Group, LLC 0.41% Add +243.4% 6,587 $705K
Annex Advisory Services, LLC 0.01% Reduce -1.4% 6,637 $705K
Balefire, LLC 0.13% Add +25.5% 6,624 $703K
Susquehanna International Group, LLP 0.00% Reduce -42.9% 6,552 $695K
Cary Street Partners Investment Advisory LLC 0.18% Add +108.6% 6,524 $693K
Keenan, LLC 0.58% Reduce -0.9% 6,501 $692K
Values Added Financial LLC 0.29% Add +8.3% 6,498 $690K
West Wealth Group, LLC 0.14% Add +26.3% 6,476 $687K
Cadia Private Client LLC 0.56% Add +0.3% 6,468 $687K
Sheets Smith Wealth Management 0.08% Reduce -6.2% 6,458 $686K
1ST Source Bank 0.04% Add +6.0% 6,425 $682K
Downshift Financial, LLC 0.35% Add +122.9% 6,362 $682K
Gray Private Wealth, LLC 0.34% Reduce -12.7% 6,403 $680K
Pitcairn Wealth Advisors LLC 0.06% No change 6,293 $674K
Discipline Wealth Solutions, LLC 0.07% Reduce -3.4% 6,349 $674K
Global Wealth Management Investment Advisory, Inc. 0.11% Reduce -31.3% 6,344 $673K
Higgins & Schmidt Wealth Strategies LLC 0.31% New 6,297 $668K
Arrien Investments, Inc. 0.36% No change 6,283 $667K
Winthrop Advisory Group LLC 0.05% Add +0.7% 6,263 $665K
Montecito Bank & Trust 0.11% Add +3.2% 6,255 $664K
Peregrine Asset Advisers, Inc. 0.18% No change 6,239 $662K
Greykasell Wealth Strategies, Inc. 0.27% No change 6,217 $660K
Kohmann Bosshard Financial Services, LLC 0.06% Reduce -3.6% 6,205 $659K
Tassel Capital Management, Inc. 0.36% No change 6,184 $656K
Aspen Wealth Strategies, LLC 0.35% Add +4.2% 6,149 $653K
Goodman Advisory Group, LLC 0.17% No change 6,132 $651K
Obermeyer Wealth Partners 0.03% Add +1.6% 6,131 $651K
Smith, Moore & Co. 0.05% Reduce -6.7% 6,131 $651K
Heritage Wealth Advisors 0.03% Add +8.2% 6,112 $649K
Breakwater Investment Management 0.24% Reduce -26.4% 6,098 $647K
Smith Thornton Advisors LLC 0.33% No change 6,095 $647K
Wiser Wealth Management, Inc 0.14% Add +2.9% 6,056 $643K
Kane Co Wealth Management, Inc. 0.54% Add +28.7% 6,050 $642K
Victory Financial Group, LLC 0.08% Reduce -20.5% 6,037 $641K
Stratos Investment Management, LLC 0.03% Add +7.4% 6,036 $641K
NewSquare Capital LLC 0.06% Add +3.4% 6,001 $637K
Invst, LLC 0.07% Reduce -18.4% 5,980 $635K
Rothschild Wealth LLC 0.06% Add +158.0% 5,893 $626K
HighPoint Advisor Group LLC 0.03% Reduce -7.5% 5,886 $625K
Eley Financial Management, Inc 0.23% No change 5,883 $624K
Lifelong Wealth Advisors, Inc. 0.17% Add +33.3% 5,852 $621K
Conscious Wealth Investments, LLC 0.35% Add +1.9% 5,798 $620K
Next Level Private LLC 0.14% Add +91.0% 5,801 $616K
Ritholtz Wealth Management 0.01% New 5,798 $615K
RAM Investment Partners, LLC 0.11% Add +0.0% 5,734 $609K
Wagner Wealth Management, Corp 0.55% Reduce -6.5% 5,724 $608K
Seascape Capital Management 0.17% No change 5,710 $606K
Armstrong Advisory Group, Inc. 0.04% Reduce -21.3% 5,680 $603K
Trivium Point Advisory, LLC 0.11% Reduce -4.2% 5,665 $601K
Unify Financial Advisors 0.62% Add +3.7% 5,630 $598K
Shotwell Rutter Baer Inc 0.35% Reduce -5.3% 5,627 $597K
Epiq Partners, LLC 0.29% Add +67.5% 5,595 $594K
CFO4Life Group, LLC 0.09% Reduce -5.5% 5,587 $593K
Strategic Family Wealth Counselors, L.L.C. 0.15% Add +0.0% 5,527 $587K
Uptown Financial Advisors LLC 0.47% No change 5,518 $586K
Frisco Financial Planning LLC 0.48% Add +54.4% 5,517 $586K
Pallas Capital Advisors LLC 0.02% No change 5,513 $585K
Argonautica Private Wealth Management, Inc. 0.18% Reduce -17.0% 5,512 $585K
Fort Washington Investment Advisors Inc. 0.00% New 5,497 $584K
Firethorn Wealth Partners, LLC 0.21% Reduce -0.6% 5,493 $583K
Clarion Wealth Managment Partners, LLC 0.53% Reduce -2.0% 5,480 $582K
Wellspring Financial Advisors, LLC 0.04% Reduce -18.7% 5,478 $581K
Silverlake Wealth Management LLC 0.12% New 5,468 $580K
Cadent Capital Advisors, LLC 0.15% Add +0.5% 5,443 $578K
Financial Sense Advisors, Inc. 0.13% Reduce -20.3% 5,439 $577K
Fullerton Advisors, LLC 0.60% Add +8.5% 5,438 $577K
SeaBridge Investment Advisors LLC 0.10% Reduce -30.1% 5,425 $576K
WealthBridge Capital Management, LLC 0.13% Add +26.3% 5,416 $575K
Cassilly Financial Group LLC 0.50% Add +13.5% 5,415 $575K
Qube Research & Technologies Ltd 0.00% Reduce -41.7% 5,415 $575K
High Net Worth Advisory Group LLC 0.13% No change 5,402 $573K
GEM Asset Management, LLC 0.25% Add +0.5% 5,383 $571K
Harbour Investment Management LLC 0.31% No change 5,370 $570K
5T Wealth, LLC 0.22% Add +82.7% 5,357 $569K
Quadrant Private Wealth Management, LLC 0.09% Reduce -6.0% 5,357 $569K
IFS Group,LLC 0.51% — 5,345 $567K
Advocacy Wealth Management, LLC 0.03% No change 5,336 $566K
Synergy Asset Management, LLC 0.06% Add +126.1% 5,293 $562K
Rock Point Advisors, LLC 0.15% Reduce -22.4% 5,283 $561K
Sutton Place Investors LLC 0.30% Reduce -5.3% 5,251 $557K
Stewardship Advisors, LLC 0.13% Reduce -14.9% 5,248 $557K
Heirloom Wealth Management 0.10% New 5,221 $554K
Continuum Advisory, LLC 0.05% Add +1.8% 5,211 $553K
Wealth Management Nebraska 0.06% Add +18.2% 5,207 $553K
1900 Wealth Management LLC 0.04% Add +1.1% 5,195 $551K
NorthRock Partners, LLC 0.01% Add +11.3% 5,174 $549K
Evolution Wealth Advisors, LLC 0.06% Add +5.5% 5,164 $548K
Friday Financial 0.19% Reduce -9.9% 5,156 $547K
Fairway Wealth LLC 0.14% Add +13.8% 5,146 $546K
Davidson Trust Co. 0.24% Reduce -0.4% 5,140 $546K
Financial Advisory Partners, LLC 0.15% Add +89.3% 5,140 $546K
Insigneo Advisory Services, LLC 0.04% No change 5,123 $544K
Grandfield & Dodd, LLC 0.03% No change 5,115 $543K
Chesapeake Wealth Management 0.17% Add +7.6% 5,110 $542K
Clare Market Investments LLC 0.11% — 5,100 $541K
Provenance Wealth Advisors, LLC 0.06% No change 5,086 $540K
Aegis Wealth Management, Inc. 0.42% Reduce -1.4% 5,079 $539K
McKinley Carter Wealth Services, Inc. 0.03% Reduce -7.1% 5,070 $538K
Anfield Capital Management, LLC 0.15% New 5,063 $537K
Collaborative Wealth Managment Inc. 0.25% Reduce -83.3% 5,049 $536K
Coastal Bridge Advisors, LLC 0.04% Add +22.0% 5,037 $535K
Capital Asset Managemnet, LLC 0.60% Add +6.5% 5,030 $534K
Northstar Financial Companies, Inc. 0.42% Add +4.7% 5,016 $532K
First Affirmative Financial Network 0.21% — 5,007 $531K
LJI Wealth Management, LLC 0.09% Reduce -53.6% 5,006 $531K
Covestor Ltd 0.37% Add +2.5% 5,004 $531K
Hummer Financial Advisory Services Inc 0.38% No change 5,000 $531K
Monetary Management Group Inc. 0.13% No change 5,000 $531K
SeaCrest Wealth Management, LLC 0.06% Reduce -19.4% 4,998 $531K
NBT Bank, N.A. 0.03% Reduce -5.4% 4,995 $530K
WPG Advisers, LLC 0.39% Add +2.4% 4,982 $529K
Impact Investors, Inc 0.37% Reduce -14.3% 4,978 $528K
Evensky & Katz LLC 0.03% Add +41.4% 4,972 $528K
Becker Capital Management Inc. 0.02% Add +30.7% 4,935 $524K
Lynx Investment Advisory 0.25% Add +139.0% 4,933 $524K
OLIO Financial Planning 0.14% Reduce -0.4% 4,915 $522K
Beacon Financial Group 0.05% Reduce -1.0% 4,902 $520K
Lake Hills Wealth Management, LLC 0.29% New 4,892 $519K
Heritage Family Offices, LLP 0.23% Add +72.4% 4,864 $516K
Strategy Asset Managers LLC 0.08% Reduce -3.1% 4,855 $515K
Advance Capital Management, Inc. 0.02% Reduce -4.7% 4,840 $514K
Farmers Trust Co. 0.08% Add +11.4% 4,828 $512K
Braun-Bostich & Associates Inc. 0.32% Add +0.5% 4,822 $512K
Integrity Alliance, Llc. 0.02% Reduce -19.5% 4,821 $512K
Investment Advisory Group, LLC 0.13% No change 4,802 $510K
Acorn Wealth Advisors, LLC 0.15% Reduce -1.9% 4,773 $507K
Bell Investment Advisors, Inc 0.08% Add +161.3% 4,760 $505K
Sandbox Financial Partners, LLC 0.14% Add +0.8% 4,759 $505K
Elevate Wealth Advisory, Inc. 0.32% Reduce -22.4% 4,735 $503K
LifeGoal Investments, LLC 0.29% Reduce -27.1% 4,706 $500K
Signature Estate & Investment Advisors LLC 0.01% Add +0.6% 4,698 $499K
Tritonpoint Wealth, LLC 0.05% New 4,697 $499K
Asset Allocation Strategies LLC 0.09% Add +0.0% 4,697 $499K
Sage Mountain Advisors LLC 0.03% No change 4,670 $496K
Twin Focus Capital Partners, LLC 0.06% No change 4,635 $492K
Integrated Investment Consultants, LLC 0.10% Add +1.1% 4,618 $490K
Brighton Jones LLC 0.01% New 4,605 $489K
Kesler, Norman & Wride, LLC 0.08% Add +20.5% 4,583 $486K
PGIM Custom Harvest LLC 0.01% Add +1.4% 4,572 $485K
Canandaigua National Trust Co of Florida 0.39% Add +2.2% 4,569 $485K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +9.3% 4,567 $485K
BridgePort Financial Solutions, LLC 0.14% No change 4,566 $485K
Oregon Pacific Wealth Management, LLC 0.51% No change 4,563 $484K
Transcend Capital Advisors, LLC 0.04% Reduce -18.4% 4,545 $482K
Nvwm, LLC 0.11% Reduce -1.3% 4,510 $479K
Paulson Wealth Management Inc. 0.11% No change 4,485 $476K
FOCUS Wealth Advisors, LLC 0.23% No change 4,466 $474K
EverSource Wealth Advisors, LLC 0.01% Add +12.4% 4,416 $469K
Intrua Financial, LLC 0.05% No change 4,411 $468K
Badgley Phelps Wealth Managers, LLC 0.01% No change 4,400 $467K
Occidental Asset Management, LLC 0.06% No change 4,394 $466K
TCP Asset Management, LLC 0.06% Reduce -3.1% 4,387 $466K
Atlas Legacy Advisors, LLC 0.08% Add +5.4% 4,379 $465K
Westshore Wealth, LLC 0.16% Reduce -3.6% 4,373 $464K
Swmg, LLC 0.13% Reduce -1.0% 4,370 $464K
Dividend Assets Capital, LLC 0.09% New 4,362 $463K
GeoWealth Management, LLC 0.02% Reduce -11.9% 4,341 $461K
Noesis Capital Mangement Corp. 0.07% No change 4,323 $459K
Erickson Financial Group, LLC 0.29% Reduce -1.1% 4,322 $459K
HM Payson & Co. 0.01% No change 4,312 $458K
EPG Wealth Management LLC 0.12% No change 4,300 $456K
Bouchey Financial Group, Ltd. 0.03% No change 4,263 $456K
XML Financial, LLC 0.04% Add +0.1% 4,284 $455K
Parsons Capital Management Inc. 0.02% Add +54.5% 4,284 $455K
Altar Rock LLC 0.53% No change 4,283 $455K
Kintra Wealth, LLC 0.03% New 4,277 $454K
Tobias Financial Advisors, Inc. 0.06% Reduce -0.3% 4,263 $453K
Atlas Brown,Inc. 0.14% Add +0.4% 4,262 $452K
Iowa State Bank 0.08% Add +2.6% 4,235 $450K
Summit Wealth Partners, LLC 0.07% Add +0.3% 4,182 $444K
Covenant Asset Management, LLC 0.09% No change 4,174 $443K
D L Carlson Investment Group Inc. 0.08% Reduce -80.9% 4,164 $442K
Welch & Forbes LLC 0.01% Add +77.7% 4,153 $441K
Graetz Wealth LLC 0.39% Add +49.3% 4,145 $440K
Florida Financial Advisors, LLC 0.10% Add +9.1% 4,131 $439K
Wealthgarden F.S. LLC 0.30% Add +9.4% 4,124 $438K
Eastern Bank 0.01% Add +10.9% 4,119 $437K
Stewardship Concepts Financial Services LLC 0.34% Reduce -2.0% 4,095 $435K
Bigelow Investment Advisors, LLC 0.17% Add +2.5% 4,094 $435K
IFC Advisors LLC 0.06% Add +9.7% 4,077 $433K
Northland Capital Management LLC 0.24% Add +23.4% 4,055 $430K
Vaughan Nelson Investment Management, L.P. 0.00% No change 4,045 $429K
Diligent Investors, LLC 0.11% Add +0.2% 4,014 $426K
Ascentis Wealth Management, LLC 0.09% Reduce -1.2% 4,008 $425K
Newman Dignan & Sheerar, Inc. 0.09% New 4,008 $425K
Hexagon Capital Partners LLC 0.06% New 4,007 $425K
Stablepoint Partners, LLC 0.06% Add +5.8% 4,001 $425K
American Financial Advisors, LLC 0.06% Reduce -0.8% 4,000 $425K
Cannon Wealth Management Services, LLC 0.29% Reduce -11.9% 3,978 $422K
Valley Financial Group, Inc. 0.23% Add +14.0% 3,949 $419K
NorthStar Asset Management LLC 0.20% Reduce -7.0% 3,946 $419K
Transcendent Capital Group LLC 0.19% Add +2.5% 3,938 $418K
Ellis Investment Partners, LLC 0.07% Add +0.5% 3,934 $418K
Hutchens & Kramer Investment Management Group, LLC 0.13% New 3,933 $417K
Wise Wealth Partners 0.56% Reduce -4.4% 3,925 $417K
Intergy Private Wealth, LLC 0.12% Add +11.0% 3,906 $415K
Root Financial Partners, LLC 0.02% Add +1709.3% 3,872 $411K
Park Place Capital Corp 0.08% Add +0.4% 3,865 $410K
Allodium Investment Consultants, LLC 0.20% Reduce -0.1% 3,865 $410K
Colonial Trust Co / SC 0.06% Add +2.1% 3,860 $410K
Insight Advisors, LLC/ PA 0.08% Reduce -0.7% 3,850 $409K
South Plains Financial, Inc. 0.24% No change 3,845 $408K
Zacks Investment Management 0.00% Reduce -1.8% 3,844 $408K
Kelly Financial Services LLC 0.10% Reduce -54.4% 3,827 $406K
AQR Capital Management 0.00% No change 3,821 $405K
FreeGulliver LLC 0.17% Add +3.8% 3,812 $405K
Helium Advisors LLC 0.38% Reduce -0.8% 3,759 $399K
Altus Wealth Management, LLC 0.18% Reduce -0.0% 3,755 $399K
MSH Capital Advisors LLC 0.08% Reduce -36.4% 3,752 $398K
Richards, Merrill & Peterson, Inc. 0.15% No change 3,750 $398K
Anson Capital, Inc. 0.27% Add +3.0% 3,744 $397K
Barnes Wealth Management Group, Inc 0.20% Add +94.0% 3,728 $396K
International Assets Investment Management, LLC 0.03% Add +179.9% 3,715 $395K
Wealth Alliance Advisory Group, LLC 0.06% No change 3,716 $394K
Evoke Wealth, LLC 0.01% Reduce -16.8% 3,715 $394K
Journey Advisory Group, LLC 0.03% Add +1.1% 3,722 $394K
Sandy Cove Advisors, LLC 0.12% Add +0.5% 3,708 $394K
Merkkuri Wealth Advisors LLC 0.26% Add +14.3% 3,698 $393K
Cooper Financial Group 0.04% Add +1.7% 3,678 $390K
Hiley Hunt Wealth Management 0.17% Reduce -0.8% 3,666 $389K
Objective Capital Management, LLC 0.39% No change 3,650 $387K
Rothschild Investment LLC 0.02% Add +509.2% 3,643 $387K
Welch Group, LLC 0.01% No change 3,629 $385K
URS Advisory LLC 0.28% Add +4.4% 3,613 $383K
Matrix Private Capital Group LLC 0.18% Add +2.9% 3,600 $382K
Calton & Associates, Inc. 0.05% Reduce -10.5% 3,597 $382K
Maple Capital Management, Inc. 0.03% Reduce -5.0% 3,597 $382K
Capstone Capital LLC 0.25% Reduce -17.7% 3,595 $382K
Evanson Asset Management, LLC 0.02% Reduce -12.0% 3,562 $378K
Summit Global Investments 0.02% Reduce -10.7% 3,558 $378K
Independent Wealth Network Inc. 0.11% Add +5.9% 3,555 $377K
Fiscal Wisdom Wealth Management, LLC 0.36% Add +3.0% 3,545 $376K
Cannell & Spears LLC 0.01% New 3,541 $376K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.5% 3,535 $375K
LVW Advisors, LLC 0.04% New 3,529 $375K
Hilltop Wealth Advisors, LLC 0.22% No change 3,522 $374K
Center for Financial Planning, Inc. 0.04% No change 3,521 $374K
NCM Capital Management, LLC 0.13% Reduce -4.3% 3,512 $373K
BankPlus Wealth Management LLC 0.19% Add +0.5% 3,490 $371K
Chemistry Wealth Management LLC 0.07% No change 3,490 $370K
Elevated Financial Group LLC 0.12% No change 3,472 $369K
Amplius Wealth Advisors, LLC 0.03% Add +8.5% 3,461 $367K
Old Peak Finance LLC 0.21% Add +0.5% 3,459 $367K
Kropog Financial Group, LLC 0.30% Add +0.2% 3,453 $367K
Trustmark Bank Trust Department 0.02% No change 3,453 $367K
10Elms LLP 0.25% No change 3,450 $366K
Capital Investment Counsel, LLC 0.05% New 3,445 $366K
First National Bank of Omaha 0.01% Reduce -7.5% 3,435 $364K
Steel Grove Capital Advisors, LLC 0.04% No change 3,411 $362K
Onyx Bridge Wealth Group LLC 0.04% Reduce -6.3% 3,402 $361K
Boyce & Associates Wealth Consulting, Inc. 0.27% Add +0.1% 3,401 $361K
Palumbo Wealth Management LLC 0.09% Add +0.3% 3,399 $361K
Dynamic Wealth Strategies, LLC 0.21% No change 3,394 $360K
Lakeshore Capital Group, Inc. 0.29% No change 3,391 $360K
Kagan Cocozza Asset Management 0.25% Reduce -12.7% 3,390 $360K
Charter Oak Capital Management, LLC 0.03% Reduce -14.0% 3,364 $357K
Valley National Advisers Inc. 0.05% Reduce -9.8% 3,368 $357K
CacheTech Inc. 0.07% New 3,354 $356K
Forum Private Client Group LLC 0.12% Add +0.0% 3,340 $355K
Magnus Financial Group LLC 0.03% Reduce -57.7% 3,334 $354K
Horst & Graben Wealth Management LLC 0.05% Add +0.8% 3,294 $354K
Gladstone Institutional Advisory LLC 0.01% Reduce -2.9% 3,329 $353K
Guardian Asset Advisors, LLC 0.21% Add +72.9% 3,326 $353K
Gambit Capital Management, LLC 0.25% Reduce -38.5% 3,310 $351K
WBH Advisory Inc. 0.03% Reduce -2.5% 3,303 $351K
Leo Wealth, LLC 0.03% Reduce -68.2% 3,294 $350K
Broadview Financial Management, LLC 0.24% Add +0.5% 3,290 $349K
Interactive Financial Advisors, Inc. 0.23% Reduce -2.1% 3,281 $348K
HRT Financial LP 0.00% Reduce -99.1% 3,287 $348K
Philip James Wealth Mangement, LLC 0.04% Reduce -3.5% 3,270 $347K
Sigma Investment Counselors Inc. 0.02% Reduce -26.4% 3,264 $346K
Impact Capital Partners LLC 0.10% Add +3.8% 3,256 $346K
Guerra Pan Advisors, LLC 0.21% New 3,250 $345K
KFA Private Wealth Group, LLC 0.08% Add +0.3% 3,231 $343K
Christensen, King & Associates Investment Services, Inc. 0.15% Add +0.1% 3,220 $342K
Clear Retirement Advice LLC 0.27% No change 3,217 $341K
Eagle Bay Advisors LLC 0.30% New 3,200 $340K
Empower Advisory Group, LLC 0.00% Reduce -34.3% 3,195 $339K
Shepherd Street Advisors LLC 0.33% Add +1.0% 3,191 $339K
Axis Wealth Partners, LLC 0.18% Add +16.0% 3,184 $338K
Diversified Management Inc. 0.06% No change 3,170 $336K
Wescott Financial Advisory Group, LLC 0.03% Reduce -9.5% 3,139 $333K
Reston Wealth Management LLC 0.10% Add +19.6% 3,130 $332K
Cumberland Advisors Inc. 0.13% Reduce -4.2% 3,120 $331K
Leisure Capital Management 0.12% Reduce -35.7% 3,111 $330K
Associated Banc-Corp 0.01% New 3,088 $328K
Pennington Partners & Co., LLC 0.11% Reduce -8.6% 3,073 $326K
FLC Capital Advisors 0.06% Add +23.7% 3,068 $326K
Kathmere Capital Management, LLC 0.02% New 3,066 $325K
Addison Capital Co 0.06% Add +8.5% 3,056 $324K
NTV Asset Management LLC 0.04% Reduce -27.8% 3,033 $322K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +6.7% 3,027 $321K
Arrowroot Family Office, LLC 0.11% Add +13.1% 3,026 $321K
Element Wealth, LLC 0.13% Add +0.3% 3,015 $320K
Bank Ozk 0.11% Add +3.5% 2,999 $318K
Schmidt P J Investment Management Inc. 0.05% Reduce -6.4% 2,996 $318K
Fidelis Capital Partners, LLC 0.02% Reduce -9.3% 2,991 $318K
Cherry Tree Wealth Management, LLC 0.07% Reduce -18.6% 2,987 $317K
Certuity, LLC 0.02% New 2,977 $316K
Heritage Oak Wealth Advisors LLC 0.10% No change 2,972 $315K
Berger Financial Group, Inc 0.02% Add +0.6% 2,966 $315K
Cassady Wealth & Retirement Planning, LLC 0.16% Add +0.5% 2,933 $314K
Perennial Investment Advisors, LLC 0.03% Add +21.3% 2,953 $313K
Advisory Resource Group 0.05% Add +0.8% 2,931 $311K
Atlas Capital Advisors Inc. 0.04% Add +56.5% 2,931 $311K
NerdWallet Wealth Partners, LLC 0.14% New 2,930 $311K
Columbia Advisory Partners LLC 0.20% Reduce -17.6% 2,929 $311K
Wall Capital Group, Inc. 0.33% New 2,926 $311K
Castle Wealth Management LLC 0.10% No change 2,916 $310K
Acorn Financial Advisory Services Inc. 0.04% No change 2,915 $309K
Global Assets Advisory, LLC 0.09% No change 2,898 $308K
Oder Investment Management, LLC 0.24% Add +0.2% 2,892 $307K
Allegheny Financial Group 0.04% Reduce -2.7% 2,885 $306K
Oakworth Capital, Inc. 0.02% Reduce -3.2% 2,873 $305K
BCU Wealth Advisors, LLC 0.11% New 2,871 $305K
BBR Partners, LLC 0.02% Reduce -3.0% 2,870 $305K
Strategic Wealth Partners, Ltd. 0.02% Reduce -8.4% 2,862 $304K
Patron Partners, LLC 0.13% No change 2,854 $303K
Unified Investment Management 0.31% No change 2,850 $303K
Relyea Zuckerberg Hanson LLC 0.03% No change 2,847 $302K
Evercore Wealth Management, LLC 0.00% No change 2,830 $300K
Davis Wealth Advisors, LLC 0.25% Reduce -17.7% 2,825 $300K
Lee Financial Co 0.04% Add +2.6% 2,807 $298K
Cushing Capital Partners, LLC 0.23% No change 2,807 $298K
Shepherd Financial Partners LLC 0.03% No change 2,801 $297K
Hayek Kallen Investment Management 0.10% New 2,800 $297K
Ballast Advisors LLC 0.09% Reduce -9.2% 2,793 $296K
Eaton Financial Holdings Company, LLC 0.10% Reduce -8.4% 2,787 $296K
Core Wealth Management, Inc. 0.09% No change 2,779 $295K
55 North Private Wealth, LLC 0.08% No change 2,772 $294K
OMNI 360 Wealth, Inc. 0.15% Add +1.9% 2,768 $294K
Whitegate Investment Counselors, Inc. 0.09% No change 2,765 $294K
Conrad Siegel Investment Advisors, Inc. 0.05% No change 2,764 $293K
PAX Financial Group, LLC 0.05% Reduce -12.0% 2,753 $292K
LaSalle St. Investment Advisors, LLC 0.04% No change 2,742 $291K
Blodgett Wealth Advisors, LLC 0.23% No change 2,739 $291K
Family Investment Center, Inc. 0.06% No change 2,723 $289K
Wagner Wealth Management, LLC 0.06% No change 2,718 $289K
Legacy Capital Wealth Partners, LLC 0.06% Add +7.0% 2,712 $288K
Ducere Wealth Management LLC 0.11% Add +0.0% 2,702 $287K
Williams Jones Wealth Management, LLC. 0.00% Reduce -15.8% 2,700 $287K
Shufro Rose & Co. LLC 0.02% New 2,691 $286K
Cullen/Frost Bankers, Inc. 0.00% Reduce -95.2% 2,681 $285K
PKS Advisory Services, LLC 0.07% Reduce -2.1% 2,666 $283K
Round Rock Advisors LLC 0.04% No change 2,665 $283K
Innova Wealth Partners 0.13% Add +18.0% 2,655 $282K
Whitcomb & Hess, Inc. 0.07% Reduce -0.9% 2,645 $281K
Private Wealth Group, LLC 0.13% Add +1.3% 2,632 $279K
Oceanside Advisors LLC 0.16% No change 2,627 $279K
Arwa LLC 0.14% Reduce -23.1% 2,599 $278K
Henrickson Nauta Wealth Advisors, Inc. 0.08% New 2,618 $278K
Leelyn Smith, LLC 0.04% New 2,618 $278K
Broussard Financial Group LLC 0.22% No change 2,615 $278K
Centennial Advisors, LLC 0.35% Reduce -44.3% 2,611 $277K
CVFG LLC 0.03% New 2,611 $277K
BlueStem Wealth Partners, LLC 0.03% Reduce -30.9% 2,601 $276K
Capital Advisors Inc. 0.00% Add +39.0% 2,600 $276K
One Charles Private Wealth Services, LLC 0.07% No change 2,585 $274K
Hunter Associates Investment Management LLC 0.04% New 2,585 $274K
Dearborn Partners LLC 0.01% Reduce -0.0% 2,580 $274K
Marion Wealth Management 0.06% Add +17.1% 2,577 $274K
IVC Wealth Advisors LLC 0.12% Add +0.0% 2,562 $272K
Baker Boyer National Bank 0.08% No change 2,560 $272K
Cardiff Park Advisors, LLC 0.02% Add +0.3% 2,560 $272K
Leading Edge Financial Planning LLC 0.06% New 2,559 $272K
Affinity Capital Advisors, LLC 0.04% Add +21.0% 2,558 $272K
Index Fund Advisors, Inc. 0.01% New 2,556 $271K
Aventura Private Wealth, LLC 0.10% Reduce -3.5% 2,548 $270K
Clifford Swan Investment Counsel LLC 0.01% No change 2,547 $270K
Ceeto Capital Group, LLC 0.08% No change 2,544 $270K
LGL Partners, LLC 0.11% Add +0.2% 2,539 $270K
Kickstand Ventures, Llc. 0.06% No change 2,538 $269K
Ellenbecker Investment Group 0.04% Reduce -3.4% 2,537 $269K
Indiana Trust & Investment Management Co 0.08% Add +383.9% 2,526 $268K
Texas Bank & Trust Co 0.10% Add +14.6% 2,522 $268K
Accurate Wealth Management, LLC 0.03% Reduce -87.3% 2,502 $267K
Rossmore Private Capital 0.02% No change 2,500 $265K
Aprio Wealth Management, LLC 0.01% Reduce -9.8% 2,498 $265K
Personal Cfo Solutions, LLC 0.04% New 2,476 $263K
Endowment Wealth Management, Inc. 0.12% Add +28.4% 2,461 $261K
Warren Street Wealth Advisors, LLC 0.07% Add +16.5% 2,460 $261K
Riverbend Wealth Management, LLC 0.16% Add +2.0% 2,456 $261K
First Citizens Financial Corp 0.12% Add +29.7% 2,434 $258K
Baron Financial Group, LLC 0.14% No change 2,420 $257K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.11% Add +672.8% 2,419 $257K
Meridian Wealth Advisors, LLC 0.03% New 2,418 $257K
Efficient Advisors, LLC 0.02% Reduce -2.1% 2,418 $257K
Capital Investment Advisory Services, LLC 0.02% Add +21.2% 2,409 $256K
Peddock Capital Advisors, LLC 0.06% No change 2,404 $255K
MMBG Investment Advisors Co. 0.02% No change 2,400 $255K
Montag A & Associates Inc. 0.01% No change 2,400 $255K
Larch Capital Partners LLC 0.04% New 2,398 $255K
Blueline Advisors LLC 0.20% Add +216.0% 2,392 $254K
S&A Financial Services, Inc. 0.17% — 2,389 $254K
Paladin Advisory Group, LLC 0.19% Add +0.3% 2,386 $253K
Gallacher Capital Management LLC 0.10% Reduce -13.0% 2,375 $252K
Fonville Wealth Management LLC 0.05% Add +0.2% 2,363 $251K
Foguth Wealth Management, LLC. 0.03% Add +20.1% 2,333 $250K
One Plus One Wealth Management, LLC 0.10% No change 2,338 $248K
Purkiss Capital Advisors LLC 0.11% New 2,329 $247K
Vista Investment Management 0.08% No change 2,320 $246K
Bear Mountain Capital, Inc. 0.07% Reduce -99.0% 2,292 $246K
Focused Wealth Management, Inc 0.03% Add +0.3% 2,318 $246K
Heritage Investors Management Corp. 0.01% New 2,320 $246K
HBE Wealth Management, LLC 0.21% No change 2,314 $246K
First Manhattan Co. Llc. 0.00% Reduce -2.0% 2,306 $245K
Indivisible Partners 0.02% Add +0.7% 2,305 $245K
Union Savings Bank 0.11% Add +11.3% 2,297 $244K
Second Line Capital, LLC 0.05% Reduce -0.2% 2,273 $244K
Team Financial Group, LLC 0.11% Add +0.2% 2,293 $243K
Fortress Financial Group, LLC 0.18% No change 2,270 $241K
OneAscent Family Office, LLC 0.17% Add +12.3% 2,254 $239K
Clearwave Capital, LLC 0.16% Add +0.5% 2,250 $239K
Orleans Capital Management Corp. 0.16% No change 2,250 $239K
Prospect Financial Services LLC 0.15% Add +12.5% 2,250 $239K
Woodside Wealth Management LLC 0.19% No change 2,248 $239K
Cambridge Financial Group, LLC 0.08% Reduce -35.6% 2,246 $238K
Stockman Wealth Management, Inc. 0.03% New 2,246 $238K
Linscomb Wealth, Inc. 0.01% Add +5.4% 2,242 $238K
Gryphon Financial Partners LLC 0.02% Reduce -0.9% 2,202 $234K
Stonehearth Capital Management, LLC 0.09% Add +4.0% 2,201 $234K
Advisors Capital Management, LLC 0.00% New 2,201 $234K
Canal Capital Management, LLC 0.03% Add +0.1% 2,199 $233K
Jaffetilchin Investment Partners, LLC 0.01% New 2,193 $233K
Boltwood Capital Management 0.06% Add +0.1% 2,191 $233K
Advisor OS, LLC 0.02% Add +9.8% 2,188 $232K
Strathmore Capital Advisors, Inc. 0.07% New 2,161 $232K
Foundation Wealth Management, LLC\PA 0.08% Add +3.5% 2,186 $232K
Fiducient Advisors LLC 0.03% No change 2,181 $232K
Tempus Wealth Planning, LLC 0.05% Add +9.7% 2,178 $231K
Bulltick Wealth Management, LLC 0.05% New 2,177 $231K
Ponta Wealth Partners, LLC 0.19% No change 2,172 $231K
Novus Advisors, LLC 0.51% No change 2,167 $230K
Fearless Solutions, LLC dba Best Invest 0.14% No change 2,161 $229K
Northwest Financial Advisors 0.44% Reduce -34.8% 2,145 $228K
Clarity Wealth Development LLC 0.19% Reduce -1.2% 2,143 $227K
Alterna Wealth Management, Inc. 0.17% Add +12.9% 2,140 $227K
Carrera Capital Advisors 0.03% Add +1.1% 2,127 $226K
Cape Investment Advisory, Inc. 0.07% Reduce -11.9% 2,110 $224K
Pacifica Partners Inc. 0.07% No change 2,099 $223K
Atwater Malick LLC 0.06% No change 2,094 $222K
Tandem Financial, LLC 0.08% New 2,093 $222K
Diversified Trust Co. 0.00% New 2,092 $222K
Traynor Capital Management, Inc. 0.01% Reduce -3.9% 2,096 $222K
Evelyn Partners Asset Management Ltd 0.05% New 2,090 $222K
Harbour Trust & Investment Management Co 0.02% Reduce -6.3% 2,086 $221K
Postrock Partners LLC 0.10% No change 2,075 $220K
Goelzer Investment Management, Inc. 0.01% No change 2,069 $220K
Summit Financial Consulting LLC 0.16% Reduce -11.0% 2,065 $219K
Engineers Gate Manager LP 0.00% New 2,054 $218K
Defined Wealth Management, LLC 0.13% Add +0.7% 2,043 $217K
Blom & Howell Financial Planning, Inc. 0.21% Add +0.3% 2,042 $217K
Moneco Advisors, LLC 0.02% New 2,026 $215K
Kanawha Capital Management LLC 0.02% Reduce -9.1% 2,012 $214K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% No change 2,007 $213K
Blalock Williams, LLC 0.16% Reduce -10.6% 2,002 $213K
VeraBank, N.A. 0.04% No change 2,000 $212K
Wheelhouse Advisory Group LLC 0.07% Reduce -9.5% 1,996 $212K
Hilltop National Bank 0.05% Reduce -48.6% 1,988 $211K
Bensler, LLC 0.02% New 1,976 $210K
Simmons Bank 0.01% No change 1,974 $210K
Mosaic Advisors LLC 0.31% New 1,946 $209K
Tillman Hartley LLC 0.05% New 1,968 $209K
Aviance Capital Partners, LLC 0.02% Reduce -15.9% 1,959 $208K
Veltria Advisors Corp. 0.69% No change 1,944 $208K
Columbus Macro, LLC 0.02% Reduce -0.1% 1,953 $207K
Clark Asset Management, LLC 0.02% Add +3.9% 1,953 $207K
Fiduciary Alliance LLC 0.01% New 1,938 $207K
BLB&B Advisors, LLC 0.01% Reduce -9.0% 1,948 $207K
Successful Portfolios LLC 0.11% No change 1,940 $206K
Wolff Wiese Magana LLC 0.11% No change 1,927 $205K
Firestone Capital Management 0.04% Add +0.5% 1,924 $204K
Opal Wealth Advisors, LLC 0.05% Reduce -29.7% 1,917 $203K
VERITY Wealth Advisors 0.13% Add +0.5% 1,893 $201K
Trust Co. of Toledo NA 0.02% No change 1,738 $184K
Measured Wealth Private Client Group, LLC 0.05% No change 1,715 $182K
Bogart Wealth, LLC 0.01% No change 1,677 $178K
Sound Income Strategies, LLC 0.01% Add +5.3% 1,672 $178K
Silver Oak Securities, Incorporated 0.01% Add +6.3% 1,657 $176K
ROSS\JOHNSON & Associates LLC 2.95% No change 1,542 $164K
Turim 21 Investimentos Ltda. 0.04% New 1,514 $161K
Colonial Trust Advisors 0.01% No change 1,500 $159K
Farmers & Merchants Investments Inc. 0.00% Add +77.9% 1,489 $158K
Quest 10 Wealth Builders, Inc. 0.14% Reduce -5.0% 1,482 $157K
Wolverine Asset Management LLC 0.01% New 1,456 $155K
Key Capital Management, INC 0.10% Reduce -85.6% 1,437 $153K
Bernard Wealth Management Corp. 0.06% Reduce -20.1% 1,388 $147K
GW&K Investment Management, LLC 0.00% Add +0.5% 1,389 $147K
Ancora Advisors LLC 0.00% Add +42.9% 1,333 $141K
Founders Financial Alliance, LLC 0.02% Add +161.8% 1,301 $138K
Parkside Financial Bank & Trust 0.01% No change 1,283 $136K
Financial Consulate, Inc. 0.02% Add +5971.4% 1,275 $135K
Princeton Global Asset Management LLC 0.02% No change 1,257 $133K
Realta Investment Advisors 0.05% Reduce -11.1% 1,253 $133K
AlphaCentric Advisors LLC 0.13% Add +12.1% 1,227 $130K
Bravera Wealth 0.06% No change 1,226 $130K
WFA of San Diego, LLC 0.10% No change 1,215 $129K
Marathon Trading Investment Management LLC 0.04% No change 1,200 $127K
Centaurus Financial, Inc. 0.01% New 1,152 $122K
IMA Advisory Services, Inc. 0.01% No change 1,076 $114K
Gould Capital, LLC 0.07% Add +49.6% 1,073 $114K
Elevated Capital Advisors, LLC 0.03% Add +2.9% 1,063 $113K
Quent Capital, LLC 0.01% Reduce -6.9% 1,042 $111K
Hills Bank & Trust Co 0.01% Add +2.2% 1,039 $110K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.08% No change 1,000 $106K
Vanguard Advisers Inc. 0.00% — 989 $105K
Napier Financial, LLC 0.02% New 988 $105K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -6.8% 986 $105K
Integrity Financial Corp 0.05% No change 985 $105K
True Link Financial Advisors, LLC 0.01% New 936 $99K
Sunbelt Securities, Inc. 0.01% Reduce -10.4% 925 $98K
Washington Trust Advisors, Inc. 0.01% No change 900 $96K
Golden State Wealth Management, LLC 0.01% Reduce -68.8% 883 $94K
Wilmington Savings Fund Society, FSB 0.00% Reduce -88.5% 871 $92K
Godfrey Financial Associates, Inc. 0.08% Add +8.2% 861 $91K
Atwood & Palmer Inc. 0.01% Add +0.5% 846 $90K
Bokf, NA 0.00% No change 825 $88K
Signature Equity Partners, LLC 0.05% No change 819 $87K
New Republic Capital, LLC 0.03% Add +0.4% 808 $86K
Ameriflex Group, Inc. 0.04% Add +4.8% 808 $86K
SHP Wealth Management 0.01% Reduce -30.1% 804 $85K
DT Investment Partners, LLC 0.01% Add +5.1% 802 $85K
CENTRAL TRUST Co 0.00% No change 802 $85K
United Community Bank 0.03% New 800 $85K
Angeles Investment Advisors, LLC 0.01% New 785 $83K
SouthState Bank Corp 0.00% Reduce -14.5% 779 $83K
Toth Financial Advisory Corp. 0.01% No change 758 $80K
Motco 0.01% No change 726 $77K
Strategic Advisory Partners, LLC 0.06% New 709 $75K
Meramec Financial Planners, LLC 0.03% No change 700 $75K
Cassaday & Co Wealth Management LLC 0.00% New 702 $75K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 690 $73K
Richardson Financial Services Inc. 0.05% Reduce -39.0% 688 $73K
Morris Financial Concepts, Inc. 0.02% Add +3.9% 686 $73K
Red Tortoise LLC 0.03% Add +0.4% 679 $72K
Delta Asset Management LLC 0.01% No change 670 $71K
ESL Trust Services, LLC 0.01% Reduce -18.3% 660 $70K
Mechanics Financial Corp 0.03% No change 643 $68K
Basepoint Wealth LLC 0.04% Add +29.1% 638 $68K
First Command Advisory Services, Inc. 0.00% New 617 $65K
Howe & Rusling Inc. 0.00% No change 612 $65K
BOK Financial Private Wealth, Inc. 0.00% New 586 $62K
Chilton Capital Management LLC 0.00% Add +442.1% 515 $55K
Pflug Koory, LLC 0.02% Add +0.4% 510 $54K
Harbor Investment Advisory, LLC 0.00% Add +5.8% 510 $54K
Rice Partnership, LLC 0.01% Reduce -25.6% 470 $50K
Financial Network Wealth Advisors LLC 0.05% No change 469 $50K
HHM Wealth Advisors, LLC 0.01% New 468 $50K
Clean Yield Group 0.01% No change 465 $49K
Triumph Capital Management 0.01% Add +1.8% 445 $47K
HFM Investment Advisors, LLC 0.02% Add +14.7% 436 $46K
Friedenthal Financial 0.02% No change 429 $46K
Bfsg, LLC 0.00% Add +11.4% 429 $46K
Frazier Financial Advisors, LLC 0.03% Add +0.0% 425 $45K
Legacy Wealth Managment, LLC 0.02% New 424 $45K
Harbor Asset Planning, Inc. 0.04% Reduce -0.5% 415 $44K
S&T Bank 0.02% No change 401 $43K
Horizon Financial Services, LLC 0.02% Reduce -8.9% 400 $42K
Nemes Rush Group LLC 0.00% No change 397 $42K
Wilkerson Advisory Group LLC 0.01% No change 363 $39K
JDM Financial Group LLC 0.01% No change 356 $38K
POM Investment Strategies, LLC 0.05% New 343 $36K
CoreFirst Bank & Trust 0.02% Reduce -6.6% 339 $36K
Caitlin John, LLC 0.02% No change 338 $36K
Register Financial Advisors LLC 0.01% No change 336 $36K
N.E.W. Advisory Services LLC 0.00% Add +39.0% 328 $35K
CNB Bank 0.01% No change 300 $32K
Asset Dedication, LLC 0.00% Add +9833.3% 298 $32K
NorthAvenue LLC 0.02% Reduce -69.9% 295 $31K
Glen Eagle Advisors, LLC 0.00% Add +22.0% 255 $27K
Dunhill Financial, LLC 0.01% New 254 $27K
Hollencrest Capital Management 0.00% No change 253 $27K
CDKV Holdings LLC 0.02% No change 250 $27K
American Capital Advisory, LLC 0.01% No change 250 $27K
MBM Wealth Consultants, LLC 0.01% New 244 $26K
IMG Wealth Management, Inc. 0.02% Add +79.8% 241 $26K
Hickory Point Bank & Trust 0.02% New 237 $25K
Providence Capital Advisors, LLC 0.00% No change 235 $25K
Wellington Grp LLC 0.01% New 220 $23K
Hantz Financial Services, Inc. 0.00% Reduce -32.7% 208 $22K
Robinswood Financial LLC 0.01% No change 202 $21K
Canton Hathaway, LLC 0.00% New 200 $21K
First PREMIER Bank 0.00% No change 200 $21K
Financial Freedom, LLC 0.01% Reduce -90.2% 192 $20K
Hurley Capital, LLC 0.01% Add +0.6% 177 $19K
Sachetta, LLC 0.01% New 173 $18K
Quaker Wealth Management, LLC 0.01% Add +22.5% 169 $18K
Y.D. More Investments Ltd 0.00% No change 160 $17K
Roxbury Financial LLC 0.02% Add +0.6% 160 $17K
Innovative Asset Advisors Group, LLC 0.01% — 157 $17K
Hamrick Investment Counsel, llc 0.01% No change 149 $16K
Red Reef Advisors LLC 0.02% No change 147 $16K
Holos Integrated Wealth LLC 0.01% No change 144 $15K
Investors Research Corp 0.00% No change 139 $15K
Beacon Investment Advisory Services, Inc. 0.00% New 134 $14K
Westfuller Advisors, LLC 0.01% No change 125 $13K
West Financial Advisors, LLC 0.00% Add +159.6% 122 $13K
Tidemark, LLC 0.00% Add +0.9% 116 $12K
MTM Investment Management, LLC 0.00% Reduce -31.9% 113 $12K
SOA Wealth Advisors, LLC. 0.00% Add +21.8% 106 $11K
Viewpoint Capital Management LLC 0.01% No change 100 $11K
Valley Wealth Managers, Inc. 0.00% No change 95 $10K
Networth Advisors, LLC 0.01% Reduce -98.0% 92 $10K
Transamerica Financial Advisors, LLC 0.00% Reduce -56.6% 85 $9K
Anchor Investment Management, LLC 0.00% New 85 $9K
Chesapeake Asset Management LLC 0.01% New 69 $7K
Sittner & Nelson, LLC 0.00% No change 66 $7K
Medallion Wealth Advisors, LLC 0.00% Add +241.2% 58 $6K
Darwin Wealth Management, LLC 0.00% Add +216.7% 57 $6K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 56 $6K
Prestige Wealth Management Group LLC 0.00% No change 56 $6K
Addison Advisors LLC 0.00% Add +1666.7% 53 $6K
Sunrise Financial Services, LLC 0.00% No change 45 $5K
Midwest Capital Advisors, LLC 0.00% Reduce -38.1% 39 $4K
Spurstone Advisory Services, LLC 0.06% Reduce -23.9% 35 $4K
Pillar Financial Advisors, LLC 0.00% No change 33 $4K
Vermillion Wealth Management, Inc. 0.00% No change 33 $4K
Imprint Wealth LLC 0.01% No change 31 $3K
North Ridge Wealth Advisors, Inc. 0.00% No change 30 $3K
Twin Peaks Wealth Advisors, LLC 0.00% New 27 $3K
DHJJ Financial Advisors, Ltd. 0.00% Add +300.0% 24 $3K
Financial Life Planners 0.00% New 20 $2K
City State Bank 0.00% No change 18 $2K
Archer Investment Corp 0.00% No change 18 $2K
Evermay Wealth Management LLC 0.00% New 14 $1K
Longview Financial Advisors LLC 0.00% No change 13 $1K
Jackson Hole Capital Partners, LLC 0.00% No change 3 $318
Gables Capital Management Inc. 0.00% No change 1 $106
Key Financial Inc 0.00% No change 1 $106

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