iShares National Muni Bond EMUBETF
13F holders, Q1 2026 (March 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $259.2M |
| Exits | 89 | $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.