iShares National Muni Bond EMUBETF
13F holders, Q2 2026 (June 30)1,645holders +12
96new positions
75sold out
6famous investors
$107.60avg. 13F price*
At the end of Q2 2026, 1,645 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, up 12 from Q1 2026. 96 opened new positions and 75 sold out. The largest holders were Bank of America Corp. ($4.8B), FMR LLC ($2.5B) and Betterment LLC ($2.3B). 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 Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- iShares National Muni Bond E
- CUSIP
- 464288414
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $174.9M |
| Exits | 75 | $54.7M |
All 13F filers, Q1 2026 → Q2 2026: 24,834,710 shares bought and 7,996,607 shares sold, net +16,838,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,645 holders
| Bank of America Corp. | 0.31% | Add +6.1% | 44,699,544 | $4.8B |
| FMR LLC | 0.11% | Add +3.9% | 22,787,508 | $2.5B |
| Betterment LLC | 3.83% | Add +7.4% | 21,039,515 | $2.3B |
| Envestnet Asset Management Inc. | 0.45% | Add +5.3% | 17,585,152 | $1.9B |
| Creative Planning | 0.93% | Add +3.0% | 14,801,826 | $1.6B |
| LPL Financial LLC | 0.31% | Add +8.5% | 12,757,070 | $1.4B |
| Fisher Asset Management | 0.41% | Add +9.1% | 12,648,532 | $1.4B |
| Wells Fargo & Company | 0.19% | Add +3.7% | 10,375,308 | $1.1B |
| Mercer Global Advisors Inc. | 1.38% | Add +10.7% | 10,361,448 | $1.1B |
| Northwestern Mutual Wealth Management Co. | 0.54% | Add +5.1% | 9,354,522 | $1.0B |
| UBS Group AG | 0.14% | Add +7.9% | 8,227,175 | $885.4M |
| Morgan Stanley | 0.04% | Reduce -14.6% | 7,865,009 | $846.4M |
| Bank of New York Mellon Corp | 0.13% | Add +2.9% | 7,514,130 | $808.7M |
| PNC Financial Services Group, Inc. | 0.39% | Add +1.0% | 7,256,953 | $781.0M |
| Tiaa-Cref Individual & Institutional Services, LLC | 2.22% | Add +5.4% | 5,996,446 | $645.3M |
| US Bancorp \de | 0.63% | Add +2.3% | 5,353,257 | $576.1M |
| Sei Investments Co. | 0.48% | Reduce -4.0% | 5,065,381 | $545.1M |
| Wealthfront Advisers LLC | 0.94% | Add +2.5% | 4,552,278 | $489.9M |
| JPMorgan Chase & Co. | 0.03% | Reduce -4.9% | 4,479,123 | $482.4M |
| Cetera Investment Advisers | 0.35% | Add +11.6% | 3,581,966 | $385.5M |
| Assetmark, Inc. | 0.62% | Add +4.9% | 3,352,646 | $360.8M |
| Jones Financial Companies LLLP | 0.14% | Add +7.5% | 3,176,798 | $341.8M |
| Commonwealth Equity Services, LLC | 0.38% | Reduce -0.5% | 2,808,282 | $302.2M |
| Orgel Wealth Management, LLC | 5.53% | Add +1.2% | 2,708,345 | $291.5M |
| Goldman Sachs Group Inc. | 0.03% | Add +22.1% | 2,580,280 | $277.7M |
| Allstate Corp. | 2.76% | Add +48.1% | 2,568,075 | $276.4M |
| MML Investors Services, LLC | 0.53% | Add +22.8% | 2,391,883 | $257.4M |
| Raymond James Financial Inc. | 0.07% | Reduce -0.5% | 2,269,886 | $244.3M |
| Rwa Wealth Partners, LLC | 2.32% | Reduce -3.6% | 2,248,617 | $242.0M |
| Sequoia Financial Advisors, LLC | 1.14% | Add +7.7% | 2,128,656 | $229.1M |
| Mariner, LLC | 0.23% | Reduce -0.6% | 2,096,093 | $225.6M |
| Facet Wealth, Inc. | 2.90% | Add +34.8% | 1,883,582 | $202.7M |
| Ameriprise Financial Inc. | 0.04% | Add +8.8% | 1,823,329 | $196.2M |
| HighTower Advisors, LLC | 0.17% | Reduce -2.8% | 1,689,093 | $181.8M |
| One Capital Management, LLC | 4.75% | No change | 1,606,330 | $170.5M |
| Captrust Financial Advisors | 0.23% | Add +7.4% | 1,366,152 | $147.0M |
| Citigroup Inc. | 0.07% | Add +1.9% | 1,323,673 | $142.5M |
| Envestnet Portfolio Solutions, Inc. | 0.64% | Add +5.8% | 1,242,985 | $133.8M |
| Park Avenue Securities LLC | 0.75% | Add +3.8% | 1,120,668 | $120.6M |
| BlackRock, Inc. | 0.00% | Add +71.4% | 1,115,072 | $120.0M |
| Osaic Holdings, Inc. | 0.14% | Add +20.0% | 1,112,879 | $119.8M |
| Signaturefd, LLC | 1.59% | Reduce -2.0% | 1,104,580 | $118.9M |
| Royal Bank of Canada | 0.02% | Reduce -12.3% | 1,103,924 | $118.8M |
| Cerity Partners LLC | 0.14% | Add +2.9% | 1,101,170 | $118.5M |
| Renaissance Technologies | 0.15% | Add +960.8% | 1,004,526 | $108.1M |
| Truist Financial Corp. | 0.12% | Reduce -3.6% | 945,128 | $101.7M |
| Focus Partners Wealth | 0.10% | Reduce -13.8% | 907,867 | $97.7M |
| OneDigital Investment Advisors LLC | 0.81% | Add +6.3% | 895,982 | $96.4M |
| Orion Porfolio Solutions, LLC | 0.74% | Add +14.6% | 895,244 | $96.3M |
| EP Wealth Advisors, LLC | 0.35% | Add +0.8% | 854,384 | $91.9M |
| Oxford Financial Group, LTD. LLC | 4.58% | Add +1.3% | 840,791 | $90.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -32.7% | 786,787 | $84.7M |
| Angeles Wealth Management, LLC | 3.83% | Add +1.4% | 778,690 | $83.8M |
| Beacon Pointe Advisors, LLC | 0.39% | Add +2.9% | 778,307 | $83.8M |
| O'shaughnessy Asset Management, LLC | 0.38% | Add +15.6% | 753,693 | $81.1M |
| Rockefeller Capital Management L.P. | 0.11% | Reduce -1.7% | 694,504 | $74.7M |
| Sofi Wealth, LLC | 2.89% | Add +7.3% | 666,493 | $71.7M |
| Bessemer Group Inc. | 0.10% | Add +1.2% | 654,889 | $70.5M |
| United Capital Financial Advisors, LLC | 0.39% | Add +6.7% | 655,019 | $70.4M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +32.6% | 652,810 | $69.9M |
| Stifel Financial Corp. | 0.06% | Add +1.9% | 647,854 | $69.7M |
| Prime Capital Investment Advisors, LLC | 0.67% | Reduce -0.3% | 643,767 | $69.3M |
| Forvis Mazars Wealth Advisors, LLC | 1.13% | Reduce -0.5% | 630,739 | $67.9M |
| Farther Finance Advisors, LLC | 0.52% | Add +16.1% | 618,645 | $66.6M |
| Crestwood Advisors Group, LLC | 0.98% | Add +8.9% | 616,861 | $66.4M |
| Kestra Investment Management, LLC | 1.29% | Reduce -32.7% | 616,563 | $66.4M |
| State of Wisconsin Investment Board | 0.13% | No change | 607,800 | $65.4M |
| Financial Engines Advisors L.L.C. | 0.11% | Add +2.6% | 594,473 | $64.0M |
| Wealthcare Advisory Partners LLC | 1.18% | Add +10.4% | 576,272 | $62.0M |
| Fifth Third Bancorp | 0.10% | Add +5.9% | 568,602 | $61.2M |
| Wealthspire Advisors, LLC | 0.34% | Add +10.8% | 568,001 | $61.1M |
| Foster Group, Inc. | 1.62% | Add +4.3% | 566,053 | $60.9M |
| Choate Investment Advisors | 1.04% | Reduce -23.7% | 547,382 | $58.9M |
| Bank of Montreal | 0.02% | Reduce -2.2% | 547,248 | $58.9M |
| Integrated Wealth Concepts LLC | 0.38% | Add +53.5% | 540,228 | $58.1M |
| Retirement Investment Advisors, Inc. | 4.14% | Add +28.0% | 543,022 | $58.0M |
| Avantax Planning Partners, Inc. | 1.44% | Add +8.4% | 537,122 | $57.8M |
| Dynasty Wealth Management, LLC | 0.41% | Reduce -1.7% | 517,550 | $55.7M |
| Manning & Napier Advisors LLC | 0.70% | Add +3.1% | 508,120 | $54.7M |
| Parcion Private Wealth LLC | 3.01% | Reduce -4.2% | 503,579 | $54.2M |
| Franklin Resources Inc. | 0.01% | Add +2.2% | 499,586 | $53.8M |
| Coldstream Capital Management Inc. | 0.65% | Reduce -8.2% | 479,909 | $51.6M |
| Wedmont Private Capital | 1.40% | Add +1.1% | 477,489 | $51.1M |
| Gradient Investments LLC | 0.70% | Add +31.1% | 474,766 | $51.1M |
| Alliancebernstein L.P. | 0.02% | Add +1.9% | 470,875 | $50.0M |
| Seeds Investor LLC | 5.13% | Add +13.4% | 463,913 | $49.9M |
| Jane Street Group, LLC | 0.03% | Reduce -49.6% | 459,748 | $49.5M |
| Choreo, LLC | 0.53% | Add +2.8% | 450,490 | $48.5M |
| Commerce Bank | 0.21% | Add +42.2% | 437,228 | $47.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.62% | Reduce -18.4% | 436,441 | $47.0M |
| Savvy Advisors, Inc. | 1.00% | Add +14.2% | 434,940 | $46.8M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +9.9% | 427,319 | $46.0M |
| Arkos Global Advisors | 5.42% | Reduce -4.0% | 425,326 | $45.8M |
| Corient Private Wealth LP | 0.06% | Reduce -51.1% | 422,533 | $45.5M |
| Equitable Holdings, Inc. | 0.27% | Add +11.9% | 418,400 | $45.0M |
| New York Life Investment Management LLC | 0.31% | Add +78.7% | 417,162 | $44.9M |
| Ascent Group, LLC | 1.32% | Reduce -1.2% | 411,221 | $44.3M |
| Cahaba Wealth Management, Inc. | 2.65% | Add +6.4% | 408,101 | $43.9M |
| HSBC Holdings PLC | 0.02% | Add +2.8% | 399,895 | $43.0M |
| Liquid Strategies, LLC | 5.82% | Add +19.4% | 396,261 | $42.6M |
| Thrivent Financial for Lutherans | 0.07% | Add +4.7% | 393,335 | $42.3M |
| Arax Advisory Partners | 0.28% | Add +100.9% | 393,109 | $42.3M |
| JFS Wealth Advisors, LLC | 2.08% | Add +0.4% | 387,660 | $41.7M |
| Kestra Advisory Services, LLC | 0.13% | Add +3.1% | 385,709 | $41.5M |
| Schneider Downs Wealth Management Advisors, LP | 3.87% | Add +6.1% | 382,510 | $41.2M |
| Bluespring Wealth Management, LLC | 0.78% | Add +39.3% | 379,368 | $40.8M |
| Cardinal Point Capital Management ULC | 2.24% | Add +2.4% | 368,010 | $39.6M |
| Baird Financial Group, Inc. | 0.05% | Add +7.6% | 364,923 | $39.3M |
| Sanctuary Advisors, LLC | 0.18% | Add +7.3% | 364,746 | $39.3M |
| Allworth Financial LP | 0.17% | Reduce -17.1% | 361,425 | $38.9M |
| Merit Financial Group, LLC | 0.24% | Add +40.5% | 359,522 | $38.7M |
| Nicolet Bankshares Inc. | 1.23% | Add +2.3% | 358,958 | $38.6M |
| Lutz Financial Services LLC | 2.34% | Add +1.2% | 357,361 | $38.5M |
| Rivernorth Capital Management, LLC | 1.76% | Add +1.1% | 340,663 | $36.7M |
| Johnson Investment Counsel Inc. | 0.26% | Add +0.4% | 336,267 | $36.2M |
| Garde Capital, Inc. | 1.59% | New | 330,129 | $35.5M |
| Balentine LLC | 1.26% | Reduce -0.3% | 329,446 | $35.5M |
| Trust Co | 3.09% | Add +0.9% | 317,842 | $34.2M |
| Fort Point Capital Partners LLC | 3.54% | Reduce -5.8% | 308,130 | $33.2M |
| Stratos Wealth Partners, LTD. | 0.33% | Add +23.2% | 303,437 | $32.7M |
| Quotient Wealth Partners, LLC | 0.77% | Add +0.9% | 301,535 | $32.5M |
| Prudential Financial Inc. | 0.04% | No change | 299,860 | $32.3M |
| Tiaa Trust, National Association | 1.89% | Add +9.0% | 297,276 | $32.0M |
| Janney Montgomery Scott LLC | 0.06% | Add +25.8% | 293,191 | $31.6M |
| Wesbanco Bank Inc. | 0.78% | Add +11.8% | 291,624 | $31.4M |
| Vise Technologies, Inc. | 0.35% | Add +65.6% | 284,540 | $30.6M |
| Legacy Edge Advisors, LLC | 2.79% | Add +7.9% | 281,933 | $30.3M |
| Rockwood Wealth Management, LLC | 1.92% | Reduce -3.5% | 281,594 | $30.3M |
| Peapack Gladstone Financial Corp. | 0.35% | Add +5.2% | 280,643 | $30.2M |
| Aspiriant, LLC | 0.74% | Reduce -3.0% | 280,348 | $30.2M |
| Alaska Wealth Advisors, LLC | 3.24% | Add +4.4% | 277,663 | $29.9M |
| Laird Norton Wetherby Trust Company, LLC | 0.57% | Add +1.7% | 276,304 | $29.7M |
| Ackerman Capital Advisors, LLC | 5.98% | Reduce -3.0% | 275,545 | $29.7M |
| Global Strategic Investment Solutions, LLC | 2.63% | Reduce -7.7% | 273,481 | $29.4M |
| Dakota Wealth Management | 0.55% | Add +1.5% | 268,682 | $28.9M |
| Natixis Advisors, LLC | 0.03% | Reduce -33.5% | 261,317 | $28.1M |
| Atlatl Advisers LLC | 6.66% | Add +0.0% | 260,812 | $28.1M |
| Ally Invest Advisors Inc. | 1.67% | Add +3.9% | 256,431 | $27.6M |
| Russell Investments Group, Ltd. | 0.02% | Add +35.3% | 256,103 | $27.6M |
| Crewe Advisors LLC | 2.00% | Add +8.8% | 256,075 | $27.6M |
| Resonant Capital Advisors, LLC | 1.31% | Add +22.6% | 254,378 | $27.4M |
| One Wealth Advisors, LLC | 3.02% | Add +1.4% | 254,110 | $27.3M |
| Salomon & Ludwin, LLC | 2.25% | Add +5.2% | 253,804 | $27.3M |
| SageView Advisory Group, LLC | 0.88% | Reduce -5.0% | 250,803 | $27.0M |
| GAMMA Investing LLC | 1.00% | Add +17.4% | 250,754 | $27.0M |
| M&T Bank Corp | 0.08% | Reduce -7.4% | 246,326 | $26.5M |
| NewEdge Advisors, LLC | 0.08% | Add +12.5% | 245,557 | $26.4M |
| Soros Fund Management | 0.45% | No change | 241,400 | $26.0M |
| Cresset Asset Management, LLC | 0.09% | Add +3.1% | 237,825 | $25.6M |
| CX Institutional | 0.74% | Reduce -4.8% | 237,041 | $25.5M |
| Plante Moran Financial Advisors, LLC | 1.19% | Add +4.7% | 236,723 | $25.5M |
| Icon Wealth Advisors, LLC | 1.51% | Add +1.3% | 232,862 | $25.1M |
| Unique Wealth, LLC | 2.92% | Reduce -0.8% | 232,682 | $25.0M |
| Steward Partners Investment Advisory, LLC | 0.13% | Reduce -8.2% | 228,418 | $24.6M |
| Alesco Advisors, LLC, An ESL Co | 0.56% | Add +5.8% | 227,854 | $24.5M |
| Boston Standard Wealth Management, LLC | 3.51% | Add +6.3% | 225,728 | $24.2M |
| Freestone Capital Holdings, LLC | 0.63% | Add +7.6% | 223,509 | $24.1M |
| AE Wealth Management LLC | 0.11% | Add +30.9% | 222,382 | $23.9M |
| Sagespring Wealth Partners, LLC | 0.36% | Add +2.7% | 219,617 | $23.6M |
| Pathstone Holdings, LLC | 0.07% | Add +2.5% | 218,365 | $23.5M |
| Modera Wealth Management, LLC | 0.25% | Add +0.9% | 215,871 | $23.2M |
| Axxcess Wealth Management, LLC | 0.37% | New | 214,584 | $23.1M |
| Waldron Private Wealth LLC | 0.79% | Reduce -0.7% | 212,725 | $22.9M |
| Bernicke Wealth Management, Ltd. | 2.63% | Add +3.8% | 210,540 | $22.7M |
| First Citizens Bank & Trust Co. | 0.34% | Add +3.0% | 210,114 | $22.6M |
| Perigon Wealth Management, LLC | 0.36% | Add +2.4% | 209,187 | $22.5M |
| Slow Capital, Inc. | 2.58% | Add +1.8% | 205,251 | $22.1M |
| Morton Brown Family Wealth, LLC | 4.95% | Add +15.7% | 202,817 | $21.8M |
| Avior Wealth Management, LLC | 0.56% | Reduce -9.6% | 199,103 | $21.4M |
| Aptus Capital Advisors, LLC | 0.16% | Add +4.8% | 197,324 | $21.2M |
| Brown Wealth Management, LLC | 4.66% | Add +14.7% | 193,485 | $20.8M |
| Apella Capital, LLC | 0.29% | Reduce -0.7% | 193,569 | $20.8M |
| BNP Paribas Financial Markets | 0.01% | Add +138.9% | 192,573 | $20.7M |
| Stairway Partners, LLC | 0.96% | Add +8.9% | 188,745 | $20.3M |
| Capital Asset Advisory Services LLC | 0.73% | Add +1.7% | 187,972 | $20.2M |
| Capstone Investment Advisors, LLC | 0.18% | New | 187,001 | $20.1M |
| Vicus Capital | 1.28% | Add +0.0% | 183,682 | $19.8M |
| Great Valley Advisor Group, Inc. | 0.31% | Add +5.9% | 181,282 | $19.5M |
| Brookstone Capital Management | 0.20% | Add +13.4% | 180,977 | $19.5M |
| HRT Financial LP | 0.04% | Add +5385.3% | 180,303 | $19.4M |
| Triad Wealth Partners, LLC | 1.15% | Add +82.2% | 183,286 | $19.3M |
| Symmetry Partners, LLC | 0.98% | Add +6.6% | 179,029 | $19.3M |
| Black Diamond Financial, LLC | 1.69% | Add +5.5% | 177,822 | $19.1M |
| Charles Schwab Trust Co | 1.05% | Add +1.7% | 175,484 | $18.9M |
| Altura Wealth Advisors Inc. | 6.35% | Add +11.9% | 174,883 | $18.8M |
| Savant Capital, LLC | 0.06% | Add +118.3% | 175,533 | $18.7M |
| City of London Investment Management Co. Ltd. | 1.11% | Add +25.1% | 171,791 | $18.5M |
| World Investment Advisors | 0.30% | Add +0.3% | 171,455 | $18.2M |
| &partners | 0.07% | Add +39.4% | 164,088 | $18.0M |
| Regions Financial Corp. | 0.11% | Reduce -5.7% | 167,042 | $18.0M |
| RTD Financial Advisors, Inc. | 1.95% | Reduce -2.1% | 165,842 | $17.8M |
| Robertson Stephens Wealth Management, LLC | 0.44% | Add +7.5% | 164,242 | $17.7M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Add +6.2% | 163,753 | $17.6M |
| RMR Wealth Builders | 1.09% | Add +6.8% | 162,583 | $17.5M |
| Advisory Services Network, LLC | 0.20% | Add +12.4% | 160,212 | $17.2M |
| Keebeck Wealth Management | 1.64% | Add +14.3% | 156,396 | $16.8M |
| Waterway Wealth Management, LLC | 3.42% | Reduce -11.3% | 155,846 | $16.8M |
| Zhang Financial LLC | 0.48% | Add +52.2% | 154,233 | $16.6M |
| Private Advisor Group, LLC | 0.08% | Reduce -47.8% | 154,148 | $16.6M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.96% | No change | 153,000 | $16.5M |
| Meridian Wealth Partners, LLC | 1.99% | Reduce -11.0% | 152,797 | $16.4M |
| North Star Investment Management Corp. | 0.89% | Add +0.0% | 151,402 | $16.3M |
| PDS Planning, Inc | 0.93% | Add +5.2% | 148,686 | $16.0M |
| UNIVEST FINANCIAL Corp | 0.78% | Add +3.3% | 148,493 | $16.0M |
| Stage Harbor Financial, LLC | 9.22% | Reduce -1.6% | 148,320 | $16.0M |
| Towercrest Capital Management | 2.17% | Add +3.6% | 144,937 | $15.6M |
| CIBC Bancorp USA Inc. | 0.02% | Add +0.3% | 144,264 | $15.4M |
| Lido Advisors, LLC | 0.06% | Add +4.6% | 142,258 | $15.3M |
| Chesley Taft & Associates LLC | 0.58% | Reduce -0.3% | 138,943 | $15.0M |
| Citizens Financial Group Inc. | 0.18% | Add +3.7% | 138,490 | $14.9M |
| Bridge Generations Wealth Management LLC | 7.55% | Add +11.0% | 137,613 | $14.8M |
| Ellevest, Inc. | 1.74% | Add +12.1% | 137,354 | $14.8M |
| Alley Investment Management Company, LLC | 1.71% | Add +1.7% | 136,328 | $14.7M |
| First Financial Bank - Trust Division | 1.05% | Reduce -3.5% | 136,174 | $14.7M |
| Clearwater Capital Advisors, LLC | 1.07% | Reduce -0.3% | 135,495 | $14.6M |
| One Wealth Capital Management, LLC | 4.15% | Add +94.8% | 135,376 | $14.6M |
| Tyche Wealth Partners LLC | 2.03% | Add +15.1% | 134,608 | $14.5M |
| German American Bancorp, Inc. | 1.08% | Add +0.7% | 134,158 | $14.4M |
| Connable Office Inc. | 1.27% | Add +79.8% | 133,575 | $14.4M |
| Waterloo Capital, L.P. | 0.81% | Reduce -3.4% | 133,204 | $14.3M |
| McNamara Financial Services, Inc. | 2.45% | Reduce -0.8% | 132,166 | $14.2M |
| AlTi Global, Inc. | 0.29% | Add +21.0% | 131,321 | $14.1M |
| Brooklyn FI, LLC | 2.58% | Reduce -0.1% | 132,488 | $14.0M |
| AMG National Trust Bank | 0.29% | Reduce -26.9% | 129,267 | $13.9M |
| Single Point Partners, LLC | 2.43% | Reduce -1.4% | 128,051 | $13.8M |
| Beacon Bridge Wealth Partners, LLC | 3.93% | Add +8.9% | 128,023 | $13.8M |
| Clearstead Advisors, LLC | 0.13% | Add +2.6% | 125,216 | $13.5M |
| Verus Wealth Management, LLC | 10.96% | Reduce -1.8% | 123,546 | $13.3M |
| BIP Wealth, LLC | 0.38% | Add +37.8% | 123,417 | $13.3M |
| BTC Capital Management, Inc. | 0.81% | Add +18.5% | 123,247 | $13.3M |
| Revolve Wealth Partners, LLC | 1.38% | Add +9.1% | 123,079 | $13.2M |
| Manhattan West Asset Management, LLC | 2.21% | Reduce -12.8% | 122,784 | $13.2M |
| OpenArc Corporate Advisory, LLC | 0.16% | Add +4.0% | 121,234 | $13.0M |
| Deutsche Bank AG | 0.00% | Reduce -4.3% | 121,124 | $13.0M |
| Fiduciary Trust Co | 0.14% | Add +16.7% | 121,071 | $13.0M |
| SCS Capital Management LLC | 0.12% | Reduce -10.9% | 120,842 | $13.0M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -0.6% | 120,144 | $12.9M |
| Global Wealth Strategies & Associates | 2.43% | Add +2.2% | 119,218 | $12.8M |
| Nisa Investment Advisors, LLC | 0.04% | Add +3.5% | 119,145 | $12.8M |
| Integrated Advisors Network LLC | 0.59% | Add +5.8% | 118,874 | $12.8M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.43% | Add +6.2% | 118,220 | $12.7M |
| Quantinno Capital Management LP | 0.02% | Add +83.7% | 117,186 | $12.6M |
| Diversified Portfolios, Inc. | 0.91% | Reduce -4.7% | 116,918 | $12.6M |
| Waverly Advisors, LLC | 0.07% | Add +1.6% | 116,781 | $12.6M |
| Atria Investments, Inc | 0.13% | Add +15.9% | 116,329 | $12.5M |
| Albion Financial Group | 0.72% | Add +1.6% | 115,617 | $12.4M |
| Rinkey Investments | 2.93% | Add +3.7% | 115,606 | $12.4M |
| Wealthcare Capital Management LLC | 1.18% | Add +7.5% | 115,086 | $12.4M |
| Veery Capital, LLC | 3.29% | Add +5.3% | 113,805 | $12.2M |
| Principal Securities, Inc. | 0.15% | Add +32.5% | 113,453 | $12.2M |
| Confluence Wealth Services, Inc. | 0.35% | Add +13.3% | 113,268 | $12.2M |
| First Command Advisory Services, Inc. | 0.07% | Add +18122.4% | 112,432 | $12.1M |
| Diversified Enterprises, LLC | 0.58% | Add +3.7% | 111,904 | $12.0M |
| Summit Financial, LLC | 0.13% | Add +8.6% | 107,650 | $11.6M |
| Regal Investment Advisors LLC | 0.60% | Add +3.0% | 106,890 | $11.5M |
| Nuveen, LLC | 0.00% | New | 106,878 | $11.5M |
| May Hill Capital, LLC | 2.36% | Add +20.3% | 105,020 | $11.3M |
| Martel Wealth Advisors LLC | 1.77% | Add +1.0% | 104,632 | $11.3M |
| Compound Planning, Inc. | 0.29% | Reduce -21.6% | 104,620 | $11.3M |
| WealthCollab, LLC | 4.07% | Add +4.3% | 104,517 | $11.2M |
| Leonard Rickey Investment Advisors P.L.L.C. | 1.75% | Reduce -7.9% | 103,476 | $11.1M |
| Elm Partners Management LLC | 0.40% | Reduce -26.3% | 103,433 | $11.1M |
| Diversify Advisory Services, LLC | 0.18% | New | 103,765 | $11.0M |
| Diversify Wealth Management, LLC | 0.18% | Reduce -0.4% | 103,765 | $11.0M |
| Lazard Asset Management LLC | 0.02% | Add +230.7% | 100,702 | $10.8M |
| Valmark Advisers, Inc. | 0.11% | Add +12.3% | 100,505 | $10.8M |
| Bragg Financial Advisors, Inc | 0.29% | Add +3.3% | 100,248 | $10.8M |
| CWA Asset Management Group, LLC | 0.33% | Add +13.7% | 100,214 | $10.8M |
| Pure Financial Advisors, LLC | 0.14% | Add +2.3% | 99,802 | $10.7M |
| Okabena Investment Services Inc. | 1.90% | Reduce -3.5% | 99,038 | $10.7M |
| Citadel Advisors | 0.01% | Reduce -69.4% | 97,228 | $10.5M |
| Heritage Wealth Management, Inc./Texas | 4.03% | Add +2.1% | 97,202 | $10.5M |
| Weitzel Financial Services, Inc. | 3.46% | Add +1.5% | 94,866 | $10.2M |
| Aquire Wealth Advisors, LLC | 2.32% | Reduce -9.7% | 93,898 | $10.1M |
| BSW Wealth Partners | 1.11% | Reduce -2.2% | 92,559 | $10.0M |
| Fiduciary Financial Group, LLC | 1.13% | Reduce -0.4% | 92,293 | $9.9M |
| Skyline Advisors, Inc. | 3.11% | Reduce -15.7% | 92,092 | $9.9M |
| Belpointe Asset Management LLC | 0.32% | Add +23.1% | 91,766 | $9.9M |
| Brandywine Oak Private Wealth LLC | 0.75% | Add +0.5% | 91,665 | $9.9M |
| Baron Silver Stevens Financial Advisors, LLC | 1.25% | Add +2.5% | 91,385 | $9.8M |
| Alliance Wealth Management Group | 1.91% | Add +3.8% | 91,254 | $9.8M |
| Bartlett & Co. Wealth Management LLC | 0.12% | Add +5.1% | 91,224 | $9.8M |
| Granite Harbor Advisors, Inc. | 3.89% | Add +36.9% | 90,444 | $9.7M |
| Ullmann Wealth Partners Group, LLC | 0.88% | No change | 90,395 | $9.7M |
| Smith & Howard Wealth Management, LLC | 2.00% | Reduce -4.5% | 90,247 | $9.7M |
| Founders Financial Securities LLC | 0.50% | Add +5.3% | 90,118 | $9.7M |
| Mather Group, Llc. | 0.08% | Reduce -5.8% | 90,082 | $9.7M |
| Susquehanna International Group, LLP | 0.01% | Add +1261.7% | 89,220 | $9.6M |
| Fragasso Financial Advisors Inc | 0.51% | Add +0.4% | 89,065 | $9.6M |
| Horiko Capital Management LLC | 1.68% | Reduce -10.0% | 88,700 | $9.5M |
| Catalyst Financial Partners LLC | 0.94% | Add +4.3% | 88,234 | $9.5M |
| Patriot Investment Management Group, Inc. | 0.54% | Reduce -0.5% | 86,895 | $9.4M |
| Aspen Wealth Management LLC | 1.55% | Reduce -0.2% | 85,027 | $9.2M |
| Cascade Financial Partners, LLC | 0.79% | Add +79.8% | 84,856 | $9.1M |
| 25 LLC | 2.50% | Add +10.3% | 84,806 | $9.1M |
| Orin Green Financial, LLC | 3.36% | Add +0.1% | 84,531 | $9.1M |
| BCO Wealth Management LLC | 4.88% | Reduce -2.1% | 83,192 | $9.0M |
| Global Retirement Partners, LLC | 0.14% | — | 82,801 | $8.9M |
| Wrenne Financial Planning LLC | 3.00% | Add +6.9% | 82,514 | $8.9M |
| Fortis Capital Advisors, LLC | 0.99% | Add +27.5% | 82,195 | $8.8M |
| WealthShield Partners, LLC | 1.35% | Add +8.3% | 82,097 | $8.8M |
| NewEdge Wealth, LLC | 0.09% | Reduce -9.9% | 81,866 | $8.8M |
| Horizon Investments, LLC | 0.10% | Reduce -45.4% | 82,244 | $8.8M |
| Wealth Advisory Solutions, LLC | 1.80% | Add +22.2% | 81,254 | $8.7M |
| Smithfield Trust Co | 0.35% | Add +27.1% | 81,306 | $8.7M |
| Simplicity Wealth,LLC | 0.29% | Reduce -0.7% | 80,728 | $8.7M |
| Summit Wealth Group, LLC | 1.77% | Reduce -1.3% | 80,642 | $8.7M |
| Chesapeake Capital Corp. | 4.69% | Add +35.3% | 80,521 | $8.7M |
| Tidal Investments LLC | 0.02% | Add +35.3% | 80,521 | $8.6M |
| Cardinal Strategic Wealth Guidance | 1.95% | Reduce -54.9% | 79,993 | $8.6M |
| Liberty Capital Management, Inc. | 1.47% | — | 79,475 | $8.6M |
| Prairieview Wealth Partners, LLC | 6.33% | Reduce -3.3% | 78,709 | $8.5M |
| St Germain D J Co. Inc. | 0.30% | Add +3.7% | 78,654 | $8.5M |
| Connecticut Wealth Management, LLC | 0.31% | Reduce -2.6% | 78,464 | $8.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.22% | Add +2.6% | 77,176 | $8.3M |
| Wit, LLC | 0.13% | Add +16.2% | 76,599 | $8.2M |
| Pines Wealth Management, LLC | 2.36% | Add +4.5% | 76,275 | $8.2M |
| American Century Companies Inc. | 0.00% | Reduce -60.3% | 75,700 | $8.1M |
| Naples Global Advisors, LLC | 0.50% | Add +6.4% | 75,271 | $8.1M |
| Harbor Group, Inc. | 0.95% | Reduce -12.1% | 75,130 | $8.1M |
| Stone House Investment Management, LLC | 1.07% | Add +18.5% | 74,997 | $8.1M |
| Advyzon Investment Management, LLC | 0.58% | Reduce -21.3% | 74,851 | $8.1M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +6.3% | 74,353 | $8.0M |
| Acropolis Investment Management, LLC | 0.32% | Add +0.0% | 74,238 | $8.0M |
| Proathlete Wealth Management LLC | 1.97% | Add +11.3% | 74,070 | $8.0M |
| Legacy Private Trust Co. | 0.43% | Reduce -10.1% | 72,195 | $7.8M |
| Legacy Financial Strategies, LLC | 1.20% | Reduce -6.9% | 72,042 | $7.8M |
| Edgestream Partners, L.P. | 0.23% | Add +59.5% | 71,305 | $7.7M |
| Focus Financial Network, Inc. | 0.24% | Reduce -0.8% | 70,944 | $7.6M |
| Fulton Breakefield Broenniman LLC | 0.45% | Add +2.3% | 70,889 | $7.6M |
| Bare Financial Services, Inc | 1.73% | Add +8.9% | 70,033 | $7.5M |
| Moller Wealth Partners | 1.35% | Reduce -2.4% | 69,518 | $7.5M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.76% | Reduce -9.6% | 69,459 | $7.5M |
| Mainsail Financial Group, LLC | 2.54% | Add +26.9% | 69,453 | $7.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -7.9% | 69,429 | $7.5M |
| IMPACTfolio, LLC | 2.81% | Add +2.9% | 69,350 | $7.5M |
| Northern Trust Corp. | 0.00% | Add +155.7% | 68,570 | $7.4M |
| Premier Path Wealth Partners, LLC | 0.84% | Add +5.9% | 67,724 | $7.3M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Reduce -3.1% | 67,604 | $7.3M |
| Foundations Investment Advisors, LLC | 0.07% | Add +22.3% | 66,889 | $7.2M |
| Zions Bancorporation, National Association | 0.43% | Reduce -9.4% | 66,767 | $7.2M |
| Kingsview Wealth Management, LLC | 0.09% | Add +4.8% | 66,258 | $7.1M |
| Private Wealth Management Group, LLC | 1.64% | Reduce -1.8% | 65,597 | $7.1M |
| SVB Wealth LLC | 0.44% | Reduce -2.5% | 65,327 | $7.0M |
| Advus Financial Partners, LLC | 1.59% | Reduce -0.4% | 65,162 | $7.0M |
| Tilson Financial Group, Inc. | 1.92% | Add +0.2% | 65,028 | $7.0M |
| HUB Investment Partners, LLC | 0.13% | Add +9.9% | 64,714 | $7.0M |
| Hobart Private Capital, LLC | 1.19% | Add +23.1% | 64,424 | $6.9M |
| Joel Isaacson & Co., LLC | 0.20% | Add +7.0% | 64,375 | $6.9M |
| Aua Capital Management, LLC | 3.20% | Reduce -0.7% | 64,111 | $6.9M |
| Partners in Financial Planning | 1.04% | Reduce -0.8% | 63,857 | $6.9M |
| Johnson Bixby & Associates, LLC | 0.77% | Add +18.0% | 63,831 | $6.9M |
| TD Private Client Wealth LLC | 0.13% | Reduce -9.0% | 63,764 | $6.9M |
| Kings Path Partners LLC | 1.80% | Add +190.5% | 63,026 | $6.8M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +53.0% | 62,742 | $6.8M |
| Sterling Investment Advisors, Ltd. | 1.12% | Add +23.3% | 62,389 | $6.7M |
| First Citizens Asset Management, Inc. | 2.14% | Reduce -0.3% | 62,199 | $6.7M |
| North Dallas Bank & Trust Co. | 3.91% | Add +2.6% | 61,238 | $6.6M |
| Prospera Financial Services Inc | 0.10% | Add +6.1% | 61,228 | $6.6M |
| Presilium Private Wealth, LLC | 1.01% | Add +4.6% | 61,109 | $6.6M |
| San Luis Wealth Advisors LLC | 0.99% | Reduce -5.7% | 60,921 | $6.6M |
| Composition Wealth, LLC | 0.08% | Add +6.1% | 60,688 | $6.5M |
| Visionary Wealth Advisors | 0.25% | Add +1.8% | 59,571 | $6.4M |
| Valeo Financial Advisors, LLC | 0.13% | Add +7.7% | 59,128 | $6.4M |
| Brown Advisory Inc. | 0.01% | Reduce -0.2% | 58,782 | $6.3M |
| Aletheian Wealth Advisors LLC | 2.69% | Add +2.1% | 58,503 | $6.3M |
| Somnio Financial Group, LLC | 3.70% | Add +1.4% | 57,969 | $6.2M |
| First American Trust, FSB | 0.37% | Add +3.2% | 57,548 | $6.2M |
| 21 West Wealth Management LLC | 5.26% | Reduce -0.4% | 57,240 | $6.2M |
| Level Wealth Management LLC | 2.46% | Add +3.7% | 56,977 | $6.1M |
| 49 Wealth Management, LLC | 1.17% | Add +366.1% | 56,928 | $6.1M |
| Alongside, LLC | 1.17% | — | 56,928 | $6.1M |
| Financial Planning Fort Collins, LLC | 4.83% | Add +4.6% | 57,194 | $6.1M |
| Alpha Financial Partners LLC | 3.21% | Add +1.8% | 56,778 | $6.1M |
| JB Capital LLC | 0.21% | Add +42.9% | 56,393 | $6.1M |
| Precedent Wealth Partners, LLC | 1.01% | Add +3.4% | 56,153 | $6.0M |
| Dogwood Wealth Management LLC | 2.34% | Add +1.1% | 55,041 | $5.9M |
| Veratis Advisors, Inc. | 4.19% | — | 54,980 | $5.9M |
| Ironwood Wealth Management, LLC. | 1.31% | Add +24.2% | 54,859 | $5.9M |
| EFG International AG | 0.11% | Add +16.1% | 54,784 | $5.9M |
| First Business Financial Services, Inc. | 0.46% | Add +3.3% | 54,736 | $5.9M |
| Benjamin Edwards Inc. | 0.05% | Reduce -13.4% | 54,696 | $5.9M |
| Smartleaf Asset Management LLC | 0.19% | No change | 54,337 | $5.9M |
| Sincerus Advisory, LLC | 3.96% | Add +3.5% | 54,239 | $5.8M |
| Fairview Capital Investment Management, LLC | 0.31% | No change | 54,150 | $5.8M |
| IFG Advisory, LLC | 0.20% | New | 54,148 | $5.8M |
| Seaside Wealth Management, Inc. | 1.43% | Add +1.4% | 53,875 | $5.8M |
| Spartan Wealth Advisory Services LLC | 0.47% | Add +20.2% | 53,862 | $5.8M |
| Ieq Capital, LLC | 0.03% | Add +7.7% | 53,377 | $5.7M |
| Mission Wealth Management, LP | 0.07% | Add +48.2% | 53,297 | $5.7M |
| CreativeOne Wealth, LLC | 0.12% | Add +9.6% | 53,139 | $5.7M |
| Prosperity Consulting Group, LLC | 0.21% | Reduce -14.3% | 52,683 | $5.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Reduce -1.6% | 52,579 | $5.7M |
| Capital Analysts, LLC | 0.13% | Add +1.8% | 51,949 | $5.6M |
| Flputnam Investment Management Co. | 0.07% | Reduce -8.9% | 51,955 | $5.6M |
| TruNorth Capital Management, LLC | 0.90% | Add +21.4% | 51,941 | $5.6M |
| Brio Consultants, LLC | 0.65% | Add +24.0% | 51,572 | $5.6M |
| Apeiron RIA LLC | 1.42% | Reduce -50.7% | 51,545 | $5.5M |
| Pinnacle Financial Partners, Inc. | 0.04% | Reduce -2.3% | 51,165 | $5.5M |
| Armor Investment Advisors, LLC | 1.76% | Add +3.0% | 51,115 | $5.5M |
| Westside Investment Management, Inc. | 0.72% | Add +6.4% | 51,072 | $5.5M |
| Capital Investment Services of America, Inc. | 0.54% | Reduce -5.0% | 50,879 | $5.5M |
| Forza Wealth Management, LLC | 1.67% | No change | 50,700 | $5.5M |
| Midwest Trust Co | 0.06% | Reduce -1.9% | 50,658 | $5.5M |
| Greenspring Advisors, LLC | 0.30% | Reduce -0.1% | 50,266 | $5.4M |
| Opus Capital Group, LLC | 0.52% | Add +19.0% | 50,151 | $5.4M |
| Lifeworks Advisors, LLC | 0.56% | Reduce -2.6% | 49,288 | $5.3M |
| Bleakley Financial Group, LLC | 0.07% | Reduce -3.8% | 49,049 | $5.3M |
| Davidson Investment Advisors | 0.21% | Reduce -1.6% | 48,395 | $5.2M |
| Vannoy Advisory Group, Inc. | 2.93% | Add +0.8% | 48,181 | $5.2M |
| Financial Life Advisors | 1.47% | Add +3.3% | 48,143 | $5.2M |
| Thrive Wealth Management, LLC | 0.66% | Add +23.8% | 47,970 | $5.2M |
| IFP Advisors, Inc | 0.09% | Add +30.5% | 47,611 | $5.1M |
| Traveka Wealth, LLC | 1.69% | Reduce -1.2% | 47,231 | $5.1M |
| Checchi Capital Advisers, LLC | 0.32% | No change | 47,229 | $5.1M |
| Biltmore Family Office, LLC | 0.67% | Reduce -15.7% | 47,079 | $5.1M |
| GLR Partners, LLC | 2.34% | Add +8.7% | 46,643 | $5.0M |
| K2 Financial Inc. | 3.53% | Reduce -7.6% | 46,556 | $5.0M |
| RFG Advisory, LLC | 0.08% | Reduce -0.8% | 46,395 | $5.0M |
| Mayflower Financial Advisors, LLC | 0.43% | Reduce -1.2% | 46,168 | $5.0M |
| Dravo Bay LLC | 1.72% | Reduce -3.8% | 46,148 | $5.0M |
| Motive Wealth Advisors | 2.03% | Add +0.0% | 45,971 | $4.9M |
| Mariner Investment Group LLC | 1.83% | New | 45,454 | $4.9M |
| Hassell Wealth Management, LLC | 1.50% | Reduce -0.0% | 45,655 | $4.9M |
| Arkansas Financial Group, Inc. | 0.63% | Add +0.5% | 44,980 | $4.8M |
| Blue Trust, Inc. | 0.05% | Add +3.9% | 44,872 | $4.8M |
| Sand Hill Global Advisors, LLC | 0.14% | No change | 44,687 | $4.8M |
| Curbstone Financial Management Corp | 0.81% | Reduce -6.3% | 44,042 | $4.7M |
| Mgo One Seven LLC | 0.08% | Add +12.6% | 42,991 | $4.6M |
| Westover Capital Advisors, LLC | 0.77% | Reduce -0.1% | 42,965 | $4.6M |
| Exchange Bank | 2.87% | Reduce -16.8% | 42,838 | $4.6M |
| Dorsey & Whitney Trust CO LLC | 0.22% | Add +9.1% | 42,761 | $4.6M |
| Avant Financial Advisors LLC | 2.86% | Reduce -0.1% | 42,679 | $4.6M |
| Galvin, Gaustad & Stein, LLC | 0.34% | Add +11.6% | 42,402 | $4.6M |
| Hancock Whitney Corp. | 0.08% | Add +0.9% | 42,199 | $4.5M |
| GenTrust, LLC | 0.17% | No change | 42,089 | $4.5M |
| Insight Wealth Strategies, LLC | 0.44% | Add +6.7% | 42,067 | $4.5M |
| Baker Avenue Asset Management, LP | 0.09% | Add +4.9% | 41,927 | $4.5M |
| Life Planning Partners, Inc | 3.35% | Reduce -0.8% | 41,843 | $4.5M |
| CVA Family Office, LLC | 0.41% | Add +53.4% | 41,831 | $4.5M |
| Watershed Private Wealth LLC | 1.27% | Add +8.0% | 41,773 | $4.5M |
| Traphagen Investment Advisors LLC | 0.32% | Reduce -13.3% | 41,755 | $4.5M |
| Austin Wealth Management, LLC | 0.93% | Reduce 0.0% | 41,328 | $4.4M |
| BCGM Wealth Management, LLC | 0.93% | Reduce -2.5% | 40,894 | $4.4M |
| MidFirst Bank | 0.31% | Add +16.5% | 40,612 | $4.4M |
| Leeward Financial Partners, LLC | 1.15% | Reduce -1.0% | 40,562 | $4.4M |
| First Foundation Advisors | 0.16% | Add +0.1% | 40,551 | $4.4M |
| Clifford Group, LLC | 3.00% | Add +42.1% | 40,360 | $4.3M |
| Beaird Harris Wealth Management, LLC | 0.27% | Reduce -0.5% | 39,886 | $4.3M |
| MAI Capital Management | 0.02% | Add +12.9% | 39,740 | $4.3M |
| ONE Advisory Partners, LLC | 1.15% | Reduce -23.3% | 39,425 | $4.2M |
| Sax Wealth Advisors, LLC | 0.17% | Add +11.5% | 39,878 | $4.2M |
| Stratos Wealth Advisors, LLC | 0.23% | Add +74.0% | 39,324 | $4.2M |
| CGN Advisors LLC | 0.31% | Reduce -8.1% | 39,258 | $4.2M |
| Durante & Waters, LLC | 2.76% | Add +1.1% | 39,170 | $4.2M |
| Investment Research Partners LLC | 1.43% | Add +10.7% | 39,159 | $4.2M |
| First National Trust Co | 0.14% | Add +0.9% | 39,116 | $4.2M |
| FourThought Financial Partners, LLC | 0.32% | Add +11.1% | 39,090 | $4.2M |
| Johnson Financial Group, Inc. | 0.14% | Reduce -5.1% | 39,028 | $4.2M |
| Wealth Management Resources, Inc. | 1.29% | Add +2.0% | 38,846 | $4.2M |
| Sovran Advisors, LLC | 0.31% | Reduce -0.9% | 39,430 | $4.2M |
| HMS Capital Management, LLC | 1.54% | Add +75.9% | 38,318 | $4.1M |
| Greenleaf Trust | 0.04% | Reduce -2.3% | 38,257 | $4.1M |
| Grey Fox Wealth Advisors, LLC | 0.64% | Add +15.8% | 38,074 | $4.1M |
| Kastel Capital Advisors, LLC | 2.59% | Add +28.8% | 38,536 | $4.1M |
| Partners Capital Investment Group, LLP | 0.14% | Add +22.0% | 37,977 | $4.1M |
| Blair William & Co. | 0.01% | Add +2.5% | 37,857 | $4.1M |
| VestGen Advisors, LLC | 0.12% | Add +12.7% | 37,716 | $4.1M |
| Foster & Motley Inc. | 0.18% | Add +0.7% | 37,200 | $4.0M |
| Arkadios Wealth Advisors | 0.06% | Add +3.3% | 37,096 | $4.0M |
| First Horizon Corp. | 0.15% | Reduce -0.4% | 37,084 | $4.0M |
| Venturi Wealth Management, LLC | 0.15% | Reduce -4.3% | 37,081 | $4.0M |
| Aspire Private Capital, LLC | 0.82% | Add +23.6% | 37,009 | $4.0M |
| TD Capital Management LLC | 0.32% | Reduce -3.7% | 36,931 | $4.0M |
| Petersen Hastings Wealth Advisors Inc. | 0.33% | No change | 36,698 | $3.9M |
| Eagle Rock Investment Company, LLC | 0.49% | Add +0.7% | 36,667 | $3.9M |
| Kingswood Wealth Advisors, LLC | 0.16% | Reduce -8.5% | 36,657 | $3.9M |
| Wayfinding Financial, LLC | 1.48% | Reduce -1.7% | 36,294 | $3.9M |
| Sigma Planning Corp | 0.10% | Reduce -60.2% | 36,079 | $3.9M |
| Francis Financial, Inc. | 0.63% | Reduce -0.6% | 35,514 | $3.8M |
| Redwood Investment Management, LLC | 0.37% | Add +14.0% | 35,065 | $3.8M |
| Robinson Capital Management, LLC | 1.69% | New | 35,000 | $3.8M |
| Modern Wealth Management, LLC | 0.04% | Add +23.6% | 34,992 | $3.8M |
| Strategic Blueprint, LLC | 0.19% | Reduce -4.4% | 34,646 | $3.7M |
| Ethos Financial Group, LLC | 0.25% | Add +12.5% | 34,367 | $3.7M |
| Gutierrez Wealth Advisory, LLC | 2.11% | Reduce -34.2% | 33,954 | $3.7M |
| Wedbush Securities Inc. | 0.09% | Reduce -1.1% | 33,775 | $3.6M |
| Verus Capital Partners, LLC | 0.20% | Reduce -6.5% | 33,743 | $3.6M |
| Meridian Wealth Management, LLC | 0.11% | Add +104.6% | 33,697 | $3.6M |
| MCF Advisors LLC | 0.13% | Add +38.5% | 33,569 | $3.6M |
| McCarter Private Wealth Services LLC | 1.24% | New | 33,451 | $3.6M |
| Smithbridge Asset Management Inc. | 0.49% | Reduce -3.1% | 33,333 | $3.6M |
| Trinity Wealth Management, LLC | 1.13% | Add +0.3% | 33,168 | $3.6M |
| Chicago Partners Investment Group LLC | 0.07% | Add +12.4% | 33,743 | $3.6M |
| Odyssey Group, LLC | 0.96% | — | 32,971 | $3.5M |
| Capital Advisors Wealth Management, LLC | 0.42% | Reduce -4.8% | 32,831 | $3.5M |
| Symphony Financial, Ltd. Co. | 0.39% | Reduce -2.2% | 32,721 | $3.5M |
| Crabel Capital Management, LLC | 2.56% | New | 32,536 | $3.5M |
| Sharkey, Howes & Javer | 0.42% | Add +7.5% | 32,328 | $3.5M |
| Premier Private Wealth Management LLC | 3.03% | Add +264.6% | 32,176 | $3.5M |
| Coastline Trust Co | 0.30% | Add +93.8% | 31,867 | $3.4M |
| Level Four Advisory Services, LLC | 0.10% | Add +5.5% | 31,784 | $3.4M |
| Daymark Wealth Partners, LLC | 0.08% | New | 31,614 | $3.4M |
| SMART Wealth LLC | 0.73% | Add +42.6% | 31,597 | $3.4M |
| Bryn Mawr Trust Advisors, LLC | 0.15% | Add +13.0% | 31,559 | $3.4M |
| Strategies Wealth Advisors, LLC | 0.30% | Add +22.5% | 31,552 | $3.4M |
| CFS Investment Advisory Services, LLC | 0.22% | Reduce -1.9% | 31,325 | $3.4M |
| Synergy Investment Management, LLC | 0.81% | Add +45.2% | 31,326 | $3.4M |
| Flagstone Financial Management | 0.75% | Add +4.4% | 31,197 | $3.4M |
| Joel Adams & Associates, Inc. | 2.14% | Add +18.2% | 30,985 | $3.3M |
| Larson Financial Group LLC | 0.09% | Add +17.4% | 30,979 | $3.3M |
| Royal Harbor Partners, LLC | 1.02% | New | 30,708 | $3.3M |
| Apollon Wealth Management, LLC | 0.04% | Add +7.5% | 30,658 | $3.3M |
| Independent Financial Group, LLC | 0.06% | Add +49.8% | 30,387 | $3.3M |
| WCG Wealth Advisors LLC | 0.08% | Add +7.2% | 30,387 | $3.3M |
| Csenge Advisory Group | 0.13% | Add +3.9% | 30,164 | $3.2M |
| LiftPoint Family Wealth Advisors LLC | 2.20% | Reduce -1.2% | 30,140 | $3.2M |
| Confluence Investment Management LLC | 0.05% | Reduce -4.9% | 30,098 | $3.2M |
| Colton Groome Financial Advisors, LLC | 0.78% | Add +69.5% | 30,025 | $3.2M |
| Forefront Wealth Partners, LLC | 1.00% | Add +166.0% | 30,003 | $3.2M |
| First Commonwealth Financial Corp | 0.45% | Add +1.6% | 30,000 | $3.2M |
| McAdam, LLC | 0.12% | Reduce -41.0% | 29,996 | $3.2M |
| COFG Advisors, LLC | 0.55% | Reduce -0.2% | 29,852 | $3.2M |
| Carnegie Investment Counsel | 0.06% | Add +0.6% | 29,781 | $3.2M |
| Grove Bank & Trust | 0.32% | Reduce -1.9% | 29,558 | $3.2M |
| Cary Street Partners Financial LLC | 0.07% | Reduce -2.4% | 29,547 | $3.2M |
| Gen-Wealth Partners Inc | 0.88% | Add +10.2% | 29,481 | $3.2M |
| McNaughton Wealth Management, LLC | 1.12% | Add +5.1% | 29,421 | $3.2M |
| Quadrature Capital Ltd | 0.03% | New | 29,396 | $3.2M |
| Narus Financial Partners, LLC | 0.81% | Add +8.6% | 29,172 | $3.1M |
| Money Concepts Capital Corp. | 0.15% | Add +10.1% | 29,109 | $3.1M |
| Capasso Planning Partners LLC | 1.56% | Reduce -3.7% | 29,083 | $3.1M |
| Professional Financial Advisors, LLC | 0.54% | Add +19.9% | 29,083 | $3.1M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -1.6% | 29,020 | $3.1M |
| Harbour Investments, Inc. | 0.04% | Add +14.3% | 28,856 | $3.1M |
| Private Trust Co. NA | 0.25% | Add +48.6% | 28,852 | $3.1M |
| Centennial Bank | 1.00% | Add +4.8% | 28,849 | $3.1M |
| Mattson Financial Services, LLC | 0.64% | Add +52.2% | 28,883 | $3.1M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +22.0% | 28,587 | $3.1M |
| IFG Advisors, LLC | 0.42% | Add +11.3% | 28,400 | $3.1M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +3.4% | 27,976 | $3.0M |
| Wealth Alliance, LLC | 0.25% | Add +0.8% | 27,923 | $3.0M |
| Fifth Third Securities, Inc. | 0.17% | Add +1.4% | 27,747 | $3.0M |
| Spinnaker Investment Group, LLC | 0.48% | Add +16.6% | 27,702 | $3.0M |
| Plum Street Advisors, LLC | 0.95% | Add +1.5% | 27,699 | $3.0M |
| CV Advisors LLC | 0.56% | Add +25.8% | 31,018 | $3.0M |
| SevenBridge Financial Group, LLC | 0.44% | Reduce -12.8% | 27,983 | $3.0M |
| Maia Wealth LLC | 0.44% | Add +22.2% | 27,496 | $3.0M |
| Investment Partners, LTD. | 0.92% | Add +21.0% | 27,477 | $3.0M |
| Procyon Advisors, LLC | 0.13% | Add +12.3% | 27,232 | $2.9M |
| Waller Financial Planning Group, Inc. | 0.60% | Add +1.0% | 27,231 | $2.9M |
| Americana Partners, LLC | 0.07% | Add +3.0% | 27,162 | $2.9M |
| SteelPeak Wealth, LLC | 0.08% | Add +1.4% | 27,122 | $2.9M |
| Cypress Wealth Services, LLC | 0.36% | Reduce -6.0% | 27,085 | $2.9M |
| Graver Capital Management, LLC | 2.07% | Add +0.3% | 27,048 | $2.9M |
| Crusonia Wealth Advisors LLC | 0.48% | Add +20.5% | 26,990 | $2.9M |
| Joseph Group Capital Management | 0.61% | Add +0.7% | 26,901 | $2.9M |
| Cornerstone Planning Group LLC | 0.36% | Add +4.8% | 27,125 | $2.9M |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +7.7% | 26,541 | $2.9M |
| Hengehold Capital Management LLC | 0.22% | Add +0.8% | 26,383 | $2.8M |
| Caliber Wealth Management, LLC / KS | 0.27% | Reduce -16.1% | 26,355 | $2.8M |
| Apex Wealth Management, LLC | 1.73% | Add +1.1% | 26,290 | $2.8M |
| Kingdom Financial Group LLC. | 0.72% | Add +31.6% | 26,256 | $2.8M |
| White Lighthouse Investment Management Inc. | 0.35% | Add +4.6% | 26,230 | $2.8M |
| Gateway Wealth Partners, LLC | 0.17% | Reduce -26.3% | 26,010 | $2.8M |
| Vantage Point Financial LLC | 0.85% | Add +13.7% | 25,971 | $2.8M |
| Insight Wealth Partners, LLC | 0.37% | Reduce -22.8% | 25,935 | $2.8M |
| Hoge Financial Services, LLC | 1.34% | Reduce -2.7% | 25,925 | $2.8M |
| Abound Wealth Management | 0.55% | Reduce -2.8% | 25,863 | $2.8M |
| Blue Chip Partners, LLC | 0.18% | Add +86.0% | 25,844 | $2.8M |
| Windward Private Wealth Management Inc. | 0.89% | Reduce -3.5% | 25,841 | $2.8M |
| Capital Management Associates, Inc | 0.56% | Add +1.0% | 25,834 | $2.8M |
| Croban | 1.23% | Reduce -9.1% | 25,832 | $2.8M |
| NorthCoast Asset Management LLC | 0.06% | Reduce -4.4% | 25,824 | $2.8M |
| Parallel Advisors, LLC | 0.04% | Reduce -41.0% | 25,621 | $2.8M |
| Rosenberg Matthew Hamilton | 0.51% | Add +3.6% | 25,535 | $2.7M |
| Paladin Wealth, LLC | 1.59% | Add +24.5% | 25,409 | $2.7M |
| Able Wealth Management LLC | 0.63% | Add +80.8% | 25,381 | $2.7M |
| Independent Advisor Alliance | 0.06% | Reduce -88.3% | 25,361 | $2.7M |
| Cannon Financial Strategists, Inc. | 0.31% | Reduce -11.6% | 25,325 | $2.7M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | No change | 25,408 | $2.7M |
| Voisard Asset Management Group, Inc. | 0.52% | Reduce -1.2% | 25,292 | $2.7M |
| Astoria Strategic Wealth, Inc. | 0.62% | Add +6.4% | 25,263 | $2.7M |
| Tenzing Financial LLC | 1.87% | Add +15.6% | 25,263 | $2.7M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -0.6% | 25,094 | $2.7M |
| Keybank National Association | 0.01% | Add +1.9% | 25,069 | $2.7M |
| Forum Financial Management, LP | 0.03% | Reduce -1.5% | 25,061 | $2.7M |
| Smart Money Group LLC | 0.69% | Reduce -13.8% | 25,058 | $2.7M |
| Creative Financial Designs Inc. | 0.13% | Reduce -2.3% | 24,967 | $2.7M |
| WLTH Capital Management, LLC | 1.72% | Reduce -35.2% | 24,903 | $2.7M |
| Acima Private Wealth, LLC | 0.77% | Add +6.8% | 24,795 | $2.7M |
| Physician Wealth Solutions Inc. | 1.01% | Reduce -1.6% | 24,681 | $2.7M |
| Financial Strategies Group, Inc. | 0.42% | Add +3.5% | 24,972 | $2.7M |
| Calamos Wealth Management LLC | 0.08% | Add +157.2% | 24,551 | $2.6M |
| FFT Wealth Management LLC | 0.41% | Reduce -8.8% | 24,293 | $2.6M |
| Sequent Planning LLC | 0.56% | Add +5.8% | 24,290 | $2.6M |
| Phillips Financial Management, LLC | 0.19% | Reduce -33.9% | 24,084 | $2.6M |
| Private Client Services, LLC | 0.68% | Add +4.6% | 24,081 | $2.6M |
| Qube Research & Technologies Ltd | 0.00% | Add +343.9% | 24,039 | $2.6M |
| Cahill Financial Advisors Inc. | 0.25% | Reduce -2.6% | 24,028 | $2.6M |
| Peak Wealth Management LLC | 1.81% | Add +46.8% | 23,962 | $2.6M |
| Financial Partners Group, Inc | 0.26% | Add +18.1% | 23,866 | $2.6M |
| Balefire, LLC | 0.41% | Add +254.0% | 23,448 | $2.5M |
| XY Planning Network, Inc. | 0.31% | Add +27.2% | 23,205 | $2.5M |
| Sanchez Gaunt Capital Management, LLC | 1.39% | Reduce -1.2% | 23,179 | $2.5M |
| DORVAL Corp | 0.72% | Add +8.4% | 23,172 | $2.5M |
| Donaldson Capital Management, LLC | 0.07% | No change | 23,125 | $2.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Reduce -8.1% | 23,124 | $2.5M |
| Theory Financial LLC | 0.78% | Add +0.6% | 23,102 | $2.5M |
| Safir Wealth Advisors, LLC | 1.61% | No change | 23,079 | $2.5M |
| Client First Capital LLC | 1.00% | No change | 23,070 | $2.5M |
| RCS Financial Planning, LLC | 1.17% | Reduce -1.2% | 23,025 | $2.5M |
| Signal Tree Financial Partners LLC | 1.63% | No change | 22,815 | $2.5M |
| Mutual Advisors, LLC | 0.05% | Add +20.0% | 22,492 | $2.4M |
| Millennium Management | 0.00% | New | 22,315 | $2.4M |
| Foronjy Financial LLC | 0.88% | Add +50.6% | 22,257 | $2.4M |
| MKD Wealth Coaches, LLC | 2.04% | Add +1.9% | 22,233 | $2.4M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +9.6% | 22,044 | $2.4M |
| Ocean Park Asset Management, LLC | 0.11% | New | 21,999 | $2.4M |
| Exchange Traded Concepts, LLC | 0.01% | New | 21,999 | $2.4M |
| Integrity Advisory Solutions, LLC | 0.24% | Add +42.2% | 21,850 | $2.4M |
| Stephenson & Company, Inc. | 1.10% | Reduce -0.7% | 21,786 | $2.3M |
| Canvas Wealth Advisors, LLC | 0.33% | Add +9.2% | 21,763 | $2.3M |
| James Investment Research, Inc. | 0.24% | Reduce -1.4% | 21,682 | $2.3M |
| FAS Wealth Partners, Inc. | 0.12% | Add +16.4% | 21,682 | $2.3M |
| First Heartland Consultants, Inc. | 0.15% | Add +4.9% | 21,659 | $2.3M |
| Apollon Financial, LLC | 0.27% | Reduce -4.5% | 21,566 | $2.3M |
| Claro Advisors Inc. | 0.24% | Add +3.6% | 21,485 | $2.3M |
| Avail Investment Partners, LLC | 1.78% | Add +2.9% | 21,462 | $2.3M |
| Advisory Alpha, LLC | 0.06% | Add +17.4% | 21,367 | $2.3M |
| Sonata Capital Group Inc. | 0.74% | Add +0.4% | 21,330 | $2.3M |
| Daviman Financial, LLC | 1.27% | Reduce -27.5% | 21,310 | $2.3M |
| SigFig Wealth Management, LLC | 0.06% | Add +10.2% | 21,235 | $2.3M |
| SWS Partners | 0.49% | Add +0.5% | 21,195 | $2.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.65% | Add +4.5% | 21,125 | $2.3M |
| LifePlan Investment Advisors, Inc. | 0.78% | Add +14.7% | 21,028 | $2.3M |
| MY Wealth Management Inc. | 1.59% | New | 20,945 | $2.3M |
| Plancorp, LLC | 0.05% | New | 20,855 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 20,710 | $2.2M |
| Chatterton & Associates Inc. | 1.31% | Add +1.7% | 20,808 | $2.2M |
| Polaris Investment Advisors, LLC | 1.42% | Reduce -18.4% | 20,654 | $2.2M |
| AlphaCore Capital LLC | 0.04% | Add +57.2% | 20,654 | $2.2M |
| Carl P. Sherr & Co., LLC | 0.93% | No change | 20,637 | $2.2M |
| TIAA Wealth Investment Management LLC | 0.01% | Add +185.0% | 20,618 | $2.2M |
| AdvisorNet Financial, Inc | 0.10% | Add +8.0% | 20,482 | $2.2M |
| Sage Financial Group Inc. | 0.12% | Reduce -0.3% | 20,315 | $2.2M |
| Philadelphia Trust Co. | 0.14% | No change | 20,289 | $2.2M |
| IHT Wealth Management, LLC | 0.05% | Reduce -18.8% | 20,246 | $2.2M |
| Rothschild Investment LLC | 0.08% | Add +450.9% | 20,069 | $2.2M |
| GC Wealth Management RIA, LLC | 0.12% | Add +38.6% | 20,013 | $2.2M |
| LexAurum Advisors, LLC | 0.25% | Add +49.8% | 20,004 | $2.2M |
| Caldwell Trust Co | 0.17% | Reduce -21.9% | 19,776 | $2.1M |
| Saxony Capital Management, LLC | 0.97% | Add +58.6% | 19,702 | $2.1M |
| Madison Wealth Partners, Inc | 0.27% | Add +2.3% | 19,681 | $2.1M |
| Texas Capital Bank Wealth Management Services Inc | 0.11% | No change | 19,542 | $2.1M |
| NDWM LLC | 1.24% | Reduce -1.9% | 19,540 | $2.1M |
| Nwam LLC | 0.10% | Add +6.9% | 19,379 | $2.1M |
| Hudson Oak Wealth Advisory LLC | 1.61% | Add +19.5% | 19,351 | $2.1M |
| Maridea Wealth Management LLC | 0.23% | Reduce -0.6% | 19,319 | $2.1M |
| Ballentine Partners, LLC | 0.03% | Reduce -0.0% | 19,261 | $2.1M |
| Flatrock Wealth Partners LLC | 0.81% | Reduce -0.4% | 19,155 | $2.1M |
| Main Street Financial Solutions, LLC | 0.13% | Add +11.0% | 19,093 | $2.1M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +1.6% | 19,078 | $2.1M |
| Bernardo Wealth Planning LLC | 0.35% | Reduce -2.3% | 19,034 | $2.0M |
| Clear Creek Financial Management, LLC | 0.13% | Add +109.2% | 19,016 | $2.0M |
| LPWM LLC | 0.45% | Reduce -0.9% | 18,758 | $2.0M |
| Rothschild Wealth LLC | 0.16% | Add +217.9% | 18,735 | $2.0M |
| White & Co Financial Planning Inc | 1.25% | Add +5.1% | 18,700 | $2.0M |
| Invested Advisors | 1.77% | Add +19.5% | 18,606 | $2.0M |
| Collective Family Office LLC | 0.41% | Add +29.4% | 18,586 | $2.0M |
| HighPoint Advisor Group LLC | 0.07% | Add +214.4% | 18,507 | $2.0M |
| Breakwater Capital Group | 0.24% | Add +10.6% | 18,373 | $2.0M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | Add +0.4% | 18,319 | $2.0M |
| Eagle Global Advisors LLC | 0.07% | Add +28.0% | 18,275 | $2.0M |
| Lineweaver Wealth Advisors, LLC | 0.23% | Reduce -13.8% | 18,275 | $2.0M |
| Silver Grove Financial Group, Inc. | 1.06% | Add +18.1% | 18,247 | $2.0M |
| Financial Insights, Inc. | 0.53% | Reduce -17.1% | 18,241 | $2.0M |
| Garner Asset Management Corp | 0.63% | Add +22.2% | 17,985 | $1.9M |
| Alhambra Investment Management LLC | 0.84% | Add +3.2% | 17,965 | $1.9M |
| Laurel Oak Wealth Management, LLC | 0.28% | Add +8.7% | 17,827 | $1.9M |
| Guardian Wealth Advisors, LLC / NC | 0.11% | Add +2.3% | 17,769 | $1.9M |
| Moss Adams Wealth Advisors LLC | 0.12% | Reduce -0.9% | 17,754 | $1.9M |
| Ledyard National Bank | 0.15% | Reduce -92.6% | 17,719 | $1.9M |
| Matters Capital LLC | 1.33% | No change | 17,680 | $1.9M |
| Regimen Wealth, LLC | 0.51% | Add +0.8% | 17,633 | $1.9M |
| Asio Capital, LLC | 0.24% | Reduce -11.8% | 17,600 | $1.9M |
| Bailard, Inc. | 0.04% | Reduce -20.2% | 17,586 | $1.9M |
| Stephens Inc. | 0.02% | Add +0.3% | 17,553 | $1.9M |
| Smallwood Wealth Investment Management, LLC | 0.82% | Reduce -1.5% | 17,531 | $1.9M |
| Patton Albertson Miller Group, LLC | 0.19% | Reduce -11.9% | 17,417 | $1.9M |
| Stokes Family Office, LLC | 0.22% | Reduce -47.3% | 17,335 | $1.9M |
| Two West Capital Advisors LLC | 0.92% | Add +21.1% | 17,477 | $1.9M |
| Keystone Financial Group | 0.11% | Add +75.8% | 17,150 | $1.8M |
| Pearl Planning LLC | 0.85% | Add +0.1% | 17,146 | $1.8M |
| Retirement Wealth Solutions LLC | 1.02% | Add +22.1% | 17,124 | $1.8M |
| Sterling Financial Planning, Inc. | 0.50% | Add +4.6% | 17,094 | $1.8M |
| Noble Wealth Partners LLC | 1.59% | — | 17,040 | $1.8M |
| FC Advisory LLC | 0.48% | Add +2.6% | 17,009 | $1.8M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -5.2% | 16,995 | $1.8M |
| Detalus Advisors, LLC | 0.36% | Reduce -22.7% | 16,990 | $1.8M |
| Lansing Street Advisors | 0.39% | Reduce -2.0% | 16,970 | $1.8M |
| Kwmg, LLC | 0.13% | Reduce -3.9% | 16,953 | $1.8M |
| Cambient Family Office, LLC | 0.22% | Add +144.4% | 16,832 | $1.8M |
| Twele Capital Management, Inc. | 0.29% | Add +48.8% | 16,623 | $1.8M |
| TBH Global Asset Management, LLC | 0.33% | Reduce -5.5% | 16,617 | $1.8M |
| Graves Light Lenhart Wealth, Inc. | 0.17% | Add +0.1% | 16,565 | $1.8M |
| Cornerstone Investment Partners, LLC | 0.06% | Reduce -0.9% | 16,470 | $1.8M |
| Zacks Investment Management | 0.01% | Add +328.1% | 16,458 | $1.8M |
| TCV Trust & Wealth Management, Inc. | 0.13% | Add +0.1% | 16,458 | $1.8M |
| Patten Group, Inc. | 0.28% | Reduce -14.5% | 16,440 | $1.8M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -2.5% | 16,368 | $1.8M |
| Keystone Wealth Services, LLC | 0.32% | Reduce -2.2% | 16,198 | $1.7M |
| Shrier Wealth Management, LLC | 0.59% | Add +2.3% | 16,182 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +14.1% | 16,178 | $1.7M |
| Capital Financial Group Inc\co\ | 0.91% | Add +3.0% | 16,159 | $1.7M |
| Equita Financial Network, Inc. | 0.48% | Reduce -1.8% | 16,122 | $1.7M |
| Grand Wealth Management, LLC | 0.72% | No change | 16,102 | $1.7M |
| Spinnaker Trust | 0.08% | No change | 16,041 | $1.7M |
| Pinnacle Bancorp, Inc. | 0.44% | Reduce -0.1% | 15,860 | $1.7M |
| Centerline Wealth Advisors, LLC | 0.53% | Reduce -5.4% | 15,836 | $1.7M |
| Ewa, LLC | 0.31% | Add +2.4% | 15,824 | $1.7M |
| United Advisor Group, LLC | 0.18% | Reduce -10.6% | 15,817 | $1.7M |
| Accredited Investor Services, LLC | 0.95% | No change | 15,652 | $1.7M |
| Todd Asset Management LLC | 0.03% | No change | 15,648 | $1.7M |
| Western Wealth Management, LLC | 0.05% | Add +33.0% | 15,570 | $1.7M |
| Birch Financial Group, LLC | 0.86% | Add +10.2% | 15,551 | $1.7M |
| Forte Asset Management LLC | 0.68% | Reduce -1.5% | 15,541 | $1.7M |
| Graybill Wealth Management, LTD. | 0.45% | Add +27.2% | 15,517 | $1.7M |
| Capstone Financial Advisors, Inc. | 0.08% | Reduce -4.5% | 15,448 | $1.7M |
| Hudock, Inc. | 0.21% | Reduce -0.1% | 15,410 | $1.7M |
| Vericrest Private Wealth | 1.48% | Add +4.8% | 15,410 | $1.7M |
| Venture Visionary Partners LLC | 0.05% | New | 15,326 | $1.6M |
| Capital Advisors, Ltd. LLC | 0.17% | Add +37.9% | 15,197 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +7.3% | 15,170 | $1.6M |
| Vision Retirement, LLC | 0.39% | Add +10.6% | 15,155 | $1.6M |
| StoneX Group Inc. | 0.07% | Reduce -20.4% | 15,043 | $1.6M |
| 1015 Capital Partners, LLC | 1.35% | Reduce -8.3% | 15,013 | $1.6M |
| LeConte Wealth Management, LLC | 0.88% | Add +6.6% | 15,005 | $1.6M |
| Ramsey Quantitative Systems | 1.45% | New | 15,000 | $1.6M |
| Brown Financial Advisors | 0.56% | Add +19.5% | 14,919 | $1.6M |
| Cypress Capital Group | 0.15% | Add +17.0% | 14,916 | $1.6M |
| Redhawk Wealth Advisors, Inc. | 0.16% | Reduce -18.3% | 14,861 | $1.6M |
| Cranbrook Wealth Management, LLC | 0.30% | No change | 14,819 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -62.0% | 14,540 | $1.6M |
| Stock Yards Bank & Trust Co. | 0.04% | Add +4.2% | 14,508 | $1.6M |
| Cooksen Wealth, LLC | 0.97% | Add +6.1% | 14,331 | $1.5M |
| First National Bank of Mount Dora, Trust Investment Services | 0.31% | Reduce -5.7% | 14,211 | $1.5M |
| Family Capital Management, Inc. | 0.59% | Add +14.2% | 14,196 | $1.5M |
| Surience Private Wealth LLC | 1.34% | Reduce -8.7% | 14,161 | $1.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.5% | 14,024 | $1.5M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -5.1% | 13,938 | $1.5M |
| RiverFront Investment Group, LLC | 0.02% | Add +2.1% | 13,888 | $1.5M |
| Cypress Financial Planning LLC | 0.36% | Add +6.4% | 13,816 | $1.5M |
| Columbia Bank | 0.33% | Reduce -3.5% | 13,759 | $1.5M |
| Xena Financial Planning, LLC | 1.42% | Add +10.1% | 13,740 | $1.5M |
| Juncture Wealth Strategies, LLC | 0.38% | Add +18.1% | 13,723 | $1.5M |
| Petra Financial Advisors Inc. | 0.68% | Add +19.3% | 13,709 | $1.5M |
| Paladin Partners, LLC | 0.97% | Add +4.4% | 13,664 | $1.5M |
| Endeavor Private Wealth, Inc. | 0.36% | Reduce -1.8% | 13,645 | $1.5M |
| Dorato Capital Management | 0.99% | No change | 13,710 | $1.5M |
| Power Wealth Management LLC | 0.50% | Reduce -23.9% | 13,619 | $1.5M |
| Koshinski Asset Management, Inc. | 0.08% | Add +6.5% | 13,598 | $1.5M |
| Passive Capital Management, LLC. | 0.46% | Reduce -2.3% | 13,649 | $1.5M |
| ARS Wealth Advisors Group, LLC | 0.11% | Add +45.9% | 13,573 | $1.5M |
| Summit Wealth Group LLC / Co. | 0.12% | Reduce -11.2% | 13,518 | $1.5M |
| Planning Alternatives Ltd. | 0.16% | No change | 13,501 | $1.5M |
| OneAscent Financial Services LLC | 0.07% | Reduce -0.6% | 13,445 | $1.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.09% | Reduce -8.6% | 13,443 | $1.4M |
| Brady Martz Wealth Solutions, LLC | 0.22% | Reduce -3.0% | 13,375 | $1.4M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +184.0% | 13,343 | $1.4M |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +29.1% | 13,338 | $1.4M |
| Resolute Wealth Advisor, Inc. | 0.82% | No change | 13,510 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.09% | Reduce -4.7% | 13,263 | $1.4M |
| Riversedge Advisors, LLC | 0.19% | Add +0.5% | 13,253 | $1.4M |
| Wealth Enhancement Trust Services, Inc. | 0.16% | Add +4.1% | 13,144 | $1.4M |
| Keystone Financial Services | 0.36% | Add +7.4% | 13,128 | $1.4M |
| Guidance Capital, Inc. | 0.30% | Add +9.2% | 13,125 | $1.4M |
| Physician Wealth Advisors, Inc. | 0.17% | Add +2.0% | 12,943 | $1.4M |
| Topsail Wealth Management, LLC | 0.18% | Reduce -68.3% | 12,933 | $1.4M |
| Intentional Wealth Strategies, LLC | 1.29% | Reduce -12.0% | 12,737 | $1.4M |
| Argent Trust Co | 0.04% | Add +1.0% | 12,717 | $1.4M |
| ProVise Management Group, LLC | 0.09% | Reduce -2.8% | 12,698 | $1.4M |
| Stephen J. Garry & Associates, LLC | 0.99% | Reduce -2.2% | 12,671 | $1.4M |
| Tennessee Valley Asset Management Partners | 0.15% | Add +0.3% | 12,557 | $1.4M |
| Core Wealth Advisors, LLC | 0.99% | Reduce -20.7% | 12,529 | $1.3M |
| Farmers National Bank | 0.28% | No change | 12,518 | $1.3M |
| Eagle Strategies LLC | 0.13% | Add +0.2% | 12,489 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.8% | 12,432 | $1.3M |
| National Bank of Canada | 0.00% | Add +9.5% | 12,456 | $1.3M |
| Rossby Financial, LCC | 0.24% | Reduce -2.6% | 12,384 | $1.3M |
| Laurel Wealth Advisors LLC | 0.13% | Add +1.6% | 12,312 | $1.3M |
| Founders Grove Wealth Partners, LLC | 0.26% | Add +19.5% | 12,307 | $1.3M |
| FSM Wealth Advisors, LLC | 0.14% | Reduce -27.1% | 12,263 | $1.3M |
| W Advisors, LLC | 0.60% | Reduce -17.0% | 12,215 | $1.3M |
| Brucke Financial, Inc. | 0.58% | Add +3.5% | 12,133 | $1.3M |
| Consilio Wealth Advisors, LLC | 0.31% | Add +1.1% | 12,119 | $1.3M |
| Yardley Wealth Management LLC | 0.59% | Reduce -0.0% | 12,114 | $1.3M |
| FLP Wealth Management, LLC | 2.31% | Add +26.6% | 12,045 | $1.3M |
| Fiduciary Financial Advisors | 0.13% | New | 12,030 | $1.3M |
| Flagship Private Wealth, LLC | 0.45% | Add +5.0% | 11,918 | $1.3M |
| Heartwood Wealth Advisors LLC | 0.10% | Reduce -0.3% | 11,879 | $1.3M |
| Buck Wealth Strategies, LLC | 0.13% | Add +72.8% | 11,873 | $1.3M |
| Orrstown Financial Services Inc. | 0.19% | Add +5.7% | 11,822 | $1.3M |
| First National Bank Sioux Falls | 0.35% | No change | 11,870 | $1.3M |
| Hurlow Wealth Management Group, Inc. | 0.26% | No change | 11,778 | $1.3M |
| Cyr Financial Inc. | 0.66% | Add +6.8% | 11,747 | $1.3M |
| Novem Group | 0.13% | Add +29.2% | 11,741 | $1.3M |
| New Insight Wealth Advisors | 0.37% | Reduce -17.1% | 11,731 | $1.3M |
| Sovereign Financial Group, Inc. | 0.19% | Add +7.5% | 11,714 | $1.3M |
| Falcon Wealth Planning | 0.08% | Reduce -10.1% | 11,630 | $1.3M |
| Independence Bank of Kentucky | 0.14% | No change | 11,597 | $1.2M |
| Keating Financial Advisory Services, Inc. | 0.16% | Add +15.0% | 11,590 | $1.2M |
| PFG Advisors | 0.06% | Reduce -27.0% | 11,576 | $1.2M |
| Sage Financial Management Group, Inc. | 0.34% | Reduce -9.4% | 11,571 | $1.2M |
| Elmwood Wealth Management, Inc. | 0.31% | No change | 11,465 | $1.2M |
| ABLE Financial Group, LLC | 0.21% | Reduce -7.5% | 11,441 | $1.2M |
| City National Bank of Florida | 0.52% | Add +20.0% | 11,423 | $1.2M |
| W.H. Cornerstone Investments Inc. | 0.69% | Add +6.6% | 11,405 | $1.2M |
| Hamilton Wealth, LLC | 0.22% | Reduce -2.6% | 11,398 | $1.2M |
| Godshalk Welsh Capital Management, Inc. | 0.66% | Reduce -1.7% | 11,350 | $1.2M |
| Bar Harbor Wealth Management | 0.07% | No change | 11,278 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +159.7% | 11,272 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +10.5% | 11,250 | $1.2M |
| Weaver Capital Management LLC | 0.27% | No change | 11,401 | $1.2M |
| Town Capital LLC | 0.77% | Add +9.5% | 11,239 | $1.2M |
| Alta Wealth Advisors LLC | 0.33% | Add +54.4% | 11,220 | $1.2M |
| Strategic Investment Advisors / MI | 0.07% | Add +8.5% | 11,218 | $1.2M |
| Evolve Private Wealth, LLC | 0.07% | Reduce -8.8% | 11,210 | $1.2M |
| Rogco, LP | 0.37% | Add +0.6% | 11,167 | $1.2M |
| Wealthcare Capital Partners, LLC | 0.50% | Add +1.3% | 11,141 | $1.2M |
| Haven Private, LLC | 0.45% | Add +3.7% | 11,115 | $1.2M |
| Dean Investment Associates, LLC | 0.16% | No change | 11,059 | $1.2M |
| Group One Trading LLC | 0.03% | New | 11,057 | $1.2M |
| Curtis Wealth Management LLC | 1.01% | Reduce -1.9% | 11,036 | $1.2M |
| Bond & Devick Financial Network, Inc. | 0.29% | Add +3.2% | 10,988 | $1.2M |
| United Bank | 0.14% | Add +0.2% | 10,971 | $1.2M |
| Myecfo, LLC | 0.44% | Reduce -0.5% | 10,911 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | Add +7.8% | 10,887 | $1.2M |
| PUREfi Wealth, LLC | 0.64% | Reduce -12.0% | 10,852 | $1.2M |
| Integrity Alliance, Llc. | 0.04% | Add +124.7% | 10,831 | $1.2M |
| Retirement Planning Group, LLC | 0.03% | Reduce -7.2% | 10,765 | $1.2M |
| Archford Capital Strategies, LLC | 0.12% | Reduce -5.0% | 10,764 | $1.2M |
| Stonebridge Capital Advisors LLC | 0.07% | No change | 10,725 | $1.2M |
| XTX Topco Ltd | 0.01% | Reduce -23.5% | 10,709 | $1.2M |
| Mainstay Capital Management LLC | 0.09% | Add +14.5% | 10,697 | $1.2M |
| River's Edge Wealth Management, LLC | 1.01% | Add +0.3% | 10,720 | $1.1M |
| Spire Wealth Management | 0.03% | Reduce -2.8% | 10,606 | $1.1M |
| Inscription Capital, LLC | 0.10% | Add +2.5% | 10,591 | $1.1M |
| Kintra Wealth, LLC | 0.06% | Add +149.7% | 10,678 | $1.1M |
| Vavra Capital Management, LLC | 0.99% | Add +41.5% | 10,527 | $1.1M |
| Cynosure Group, LLC | 0.17% | Add +25.9% | 10,490 | $1.1M |
| TSA Wealth Managment LLC | 0.32% | Reduce -42.4% | 10,471 | $1.1M |
| Oarsman Capital, Inc. | 0.12% | Reduce -2.9% | 10,446 | $1.1M |
| Hohimer Wealth Management, LLC | 0.12% | Reduce -4.7% | 10,423 | $1.1M |
| Truepoint, Inc. | 0.02% | Reduce -1.2% | 10,396 | $1.1M |
| Jacobi Capital Management LLC | 0.05% | Add +15.3% | 10,382 | $1.1M |
| Arrow Financial Corp | 0.10% | No change | 10,370 | $1.1M |
| Willis Johnson & Associates, Inc. | 0.06% | Reduce -25.5% | 10,345 | $1.1M |
| LongView Wealth Management | 0.28% | Reduce -9.5% | 10,307 | $1.1M |
| Jacobson & Schmitt Advisors, LLC | 0.18% | Reduce -5.8% | 10,287 | $1.1M |
| Haverford Trust Co | 0.01% | Reduce -2.7% | 10,229 | $1.1M |
| Florin Court Capital LLP | 1.79% | No change | 10,200 | $1.1M |
| SIMA Wealth Partners, LLC | 0.78% | No change | 10,200 | $1.1M |
| MainStreet Investment Advisors LLC | 0.15% | Reduce -1.5% | 10,193 | $1.1M |
| Private Advisory Group LLC | 0.06% | Reduce -2.3% | 10,191 | $1.1M |
| Higgins & Schmidt Wealth Strategies LLC | 0.45% | Add +61.7% | 10,180 | $1.1M |
| Northern Lights Advisors, Inc. | 0.59% | Reduce -19.5% | 10,158 | $1.1M |
| Oak Wealth Advisors LLC | 0.52% | Reduce -8.6% | 10,085 | $1.1M |
| Compass Financial Group, Inc. | 0.46% | Reduce -3.0% | 10,084 | $1.1M |
| Aries Wealth Management | 0.21% | No change | 10,080 | $1.1M |
| Carr Financial Group Corp | 0.25% | Add +0.7% | 10,067 | $1.1M |
| Brookwood Investment Group LLC | 0.13% | Reduce -12.2% | 10,053 | $1.1M |
| Balance Wealth Partners LLC | 0.29% | Add +7.3% | 10,053 | $1.1M |
| Crux Wealth Advisors | 0.37% | Add +3.0% | 10,016 | $1.1M |
| Journey Beyond Wealth, LLC | 0.84% | No change | 10,000 | $1.1M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -0.3% | 9,989 | $1.1M |
| Envision Financial LLC | 0.50% | Add +17.5% | 9,987 | $1.1M |
| Bangor Savings Bank | 0.08% | No change | 9,970 | $1.1M |
| Blake Schutter Theil Wealth Advisors, LLC | 0.72% | Reduce -8.6% | 9,943 | $1.1M |
| TritonPoint Partners, LLC | 0.09% | New | 9,892 | $1.1M |
| Precision Wealth Strategies, LLC | 0.32% | Reduce -52.5% | 9,832 | $1.1M |
| C M Bidwell & Associates Ltd. | 0.43% | No change | 9,796 | $1.1M |
| Edgemoor Investment Advisors, Inc. | 0.07% | Add +11.1% | 9,788 | $1.1M |
| Magnolia Private Wealth, LLC | 0.57% | Add +8.5% | 9,695 | $1.0M |
| Note Advisors, LLC | 0.45% | Reduce -1.5% | 9,677 | $1.0M |
| Investments & Financial Planning, LLC | 0.49% | Add +6.5% | 9,642 | $1.0M |
| Roan Capital Partners | 0.86% | Add +24.3% | 9,611 | $1.0M |
| HB Wealth Management, LLC | 0.01% | Reduce -64.2% | 9,592 | $1.0M |
| Friday Financial | 0.28% | Add +86.0% | 9,592 | $1.0M |
| Keel Point, LLC | 0.06% | Add +0.9% | 9,558 | $1.0M |
| Act Wealth Management, LLC | 0.30% | Add +8.3% | 9,521 | $1.0M |
| Greenup Street Wealth Management LLC | 0.12% | Reduce -11.4% | 9,506 | $1.0M |
| Affiance Financial, LLC | 0.15% | No change | 9,473 | $1.0M |
| Code Waechter LLC | 0.53% | No change | 9,454 | $1.0M |
| Stansberry Asset Management, LLC | 0.10% | New | 9,450 | $1.0M |
| Investment Planning Advisors, Inc. | 0.24% | Reduce -15.2% | 9,443 | $1.0M |
| Zenith Solutions, Inc. | 0.92% | — | 9,425 | $1.0M |
| Vanguard National Trust Co | 0.06% | Reduce -9.8% | 9,386 | $1.0M |
| Shared Vision Wealth Group LLC | 0.35% | Reduce -19.1% | 9,384 | $1.0M |
| TPG Advisors LLC | 0.55% | Reduce -30.0% | 9,379 | $1.0M |
| CoreCap Advisors, LLC | 0.03% | Add +13.2% | 9,370 | $1.0M |
| Midwestern Financial, LLC | 0.70% | Add +0.8% | 9,348 | $1.0M |
| ForthRight Wealth Management, LLC | 0.26% | No change | 9,337 | $1.0M |
| Centurion Wealth Management LLC | 0.24% | Add +0.4% | 9,305 | $1.0M |
| Hilltop Holdings Inc. | 0.08% | No change | 9,304 | $1.0M |
| Crumly & Associates Inc. | 0.19% | Reduce -48.0% | 9,291 | $1000K |
| Heritage Investment Group, Inc. | 0.13% | No change | 9,273 | $998K |
| Rooted Wealth Advisors, Inc. | 0.24% | Reduce -0.1% | 9,178 | $988K |
| Associated Banc-Corp | 0.02% | Add +196.9% | 9,168 | $987K |
| Allen Capital Group, LLC | 0.08% | Reduce -9.7% | 9,144 | $984K |
| Ballast Rock Private Wealth LLC | 0.45% | Add +4.8% | 9,142 | $984K |
| Ibex Wealth Advisors | 0.08% | Reduce -0.3% | 9,088 | $978K |
| DAVENPORT & Co LLC | 0.01% | Reduce -8.7% | 9,083 | $978K |
| BDFS Capital LLC | 0.42% | Add +20.4% | 9,036 | $972K |
| Cornerstone Financial Group, LLC | 0.59% | Add +1.9% | 8,969 | $965K |
| PFG Investments, LLC | 0.04% | Add +17.7% | 8,968 | $965K |
| Elk River Wealth Management LLC | 0.15% | Reduce -33.3% | 8,946 | $963K |
| D.A. Davidson & Co. | 0.01% | Reduce -28.2% | 8,901 | $958K |
| DecisionMap Wealth Management, LLC | 0.53% | Add +4.0% | 8,857 | $953K |
| Glenview Trust Co | 0.01% | Add +0.8% | 8,828 | $950K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +7.2% | 8,767 | $944K |
| Roundview Capital LLC | 0.05% | Add +0.3% | 8,764 | $943K |
| Stirlingshire Investments, Inc. | 0.70% | Add +3.9% | 8,759 | $943K |
| Wingate Wealth Advisors, Inc. | 0.41% | Add +0.4% | 8,714 | $938K |
| First Trust Advisors LP | 0.00% | Add +0.2% | 8,696 | $936K |
| NBT Bank, N.A. | 0.06% | Add +74.0% | 8,690 | $935K |
| Winthrop Advisory Group LLC | 0.06% | Add +38.2% | 8,656 | $932K |
| Sowell Financial Services LLC | 0.03% | Add +4.3% | 8,648 | $931K |
| Tritonpoint Wealth, LLC | 0.09% | Add +83.0% | 8,594 | $925K |
| Mount Lucas Management LP | 0.33% | Add +2.5% | 8,582 | $924K |
| HORAN Wealth, LLC | 0.11% | Reduce -49.0% | 8,538 | $919K |
| Whittier Trust Co. | 0.01% | Reduce -24.1% | 8,496 | $914K |
| Wakefield Asset Management LLLP | 0.20% | Reduce -24.3% | 8,447 | $909K |
| Avid Wealth Partners LLC | 0.44% | Reduce -79.7% | 8,429 | $907K |
| Crews Bank & Trust | 0.12% | Reduce -4.9% | 8,351 | $899K |
| Wealth Advisors of Iowa, LLC | 0.24% | Add +0.1% | 8,319 | $895K |
| Olde Wealth Management, LLC | 0.25% | No change | 8,286 | $891K |
| Bonfire Financial | 0.57% | Reduce -1.0% | 8,232 | $886K |
| Old Mission Investment Co LLC | 0.18% | No change | 8,220 | $885K |
| Camarda Financial Advisors, LLC | 0.27% | Reduce -1.5% | 8,212 | $884K |
| Gould Asset Management LLC | 0.14% | Reduce -2.1% | 8,210 | $884K |
| Brand Asset Management Group, Inc. | 0.19% | New | 8,170 | $879K |
| JNBA Financial Advisors | 0.07% | No change | 8,170 | $879K |
| Titleist Asset Management, LLC | 0.06% | Add +10.0% | 8,150 | $877K |
| Private Wealth Asset Management, LLC | 0.08% | Reduce -13.6% | 8,106 | $872K |
| Webster Bank, N. A. | 0.08% | No change | 8,097 | $871K |
| Compass Wealth Management, LLC | 0.34% | Add +0.4% | 8,041 | $865K |
| Anchyra Partners LLC | 0.21% | New | 8,027 | $864K |
| Soltis Investment Advisors LLC | 0.05% | Reduce -9.0% | 8,017 | $863K |
| Thompson David Blair | 0.43% | Reduce -2.3% | 8,000 | $861K |
| Fidelity D & D Bancorp Inc. | 0.30% | No change | 8,000 | $861K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -4.5% | 7,994 | $860K |
| Operose Advisors LLC | 0.17% | Add +5.5% | 7,990 | $860K |
| Gainline Financial Partners, LLC | 0.80% | — | 7,965 | $857K |
| Chatham Capital Group, Inc. | 0.11% | No change | 7,910 | $851K |
| Lodestar Private Asset Management LLC | 0.07% | Reduce -6.6% | 7,903 | $850K |
| Members Trust Co | 0.03% | No change | 7,900 | $850K |
| Total Clarity Wealth Management, Inc. | 0.16% | Add +5.4% | 7,881 | $848K |
| Principal Financial Group Inc. | 0.00% | Reduce -2.2% | 7,821 | $842K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -65.6% | 7,792 | $839K |
| DUTCH ASSET Corp | 0.41% | Reduce -0.7% | 7,700 | $829K |
| Parthenon LLC | 0.09% | New | 7,700 | $829K |
| L.K. Benson & Company, P.C. | 0.25% | Add +0.3% | 7,663 | $825K |
| Little House Capital LLC | 0.18% | Add +1.2% | 7,640 | $822K |
| Andrew Hill Investment Advisors, Inc. | 0.61% | New | 7,639 | $822K |
| Ritholtz Wealth Management | 0.01% | Add +31.1% | 7,600 | $818K |
| Duncker Streett & Co. Inc. | 0.14% | No change | 7,595 | $817K |
| Pathway Financial Advisors LLC | 0.10% | Add +6.6% | 7,591 | $816K |
| Values Added Financial LLC | 0.29% | Add +16.0% | 7,536 | $811K |
| KRM Wealth Management L.L.C. | 0.35% | Add +2.0% | 7,465 | $803K |
| Romano Brothers and Company | 0.08% | Reduce -0.2% | 7,450 | $802K |
| Storgate, LLC | 0.17% | New | 7,418 | $798K |
| Beto Financial Group, LLC | 0.42% | Add +13.6% | 7,484 | $796K |
| Marble Wealth, LLC | 0.12% | Reduce -0.7% | 7,367 | $793K |
| Ehrlich Financial Group | 0.41% | Add +9.8% | 7,364 | $793K |
| Northside Capital Management, LLC | 0.06% | Add +0.0% | 7,319 | $788K |
| Syntegra Private Wealth Group, LLC | 0.06% | Add +0.1% | 7,292 | $785K |
| ArborFi Advisors, LLC | 0.57% | Add +2.9% | 7,261 | $781K |
| Epiq Partners, LLC | 0.34% | Add +29.7% | 7,255 | $781K |
| Wealthspire Retirement, LLC | 0.04% | Add +0.3% | 7,216 | $777K |
| 4J Wealth Management LLC | 0.38% | Reduce -7.9% | 7,147 | $769K |
| Zevin Asset Management LLC | 0.11% | Reduce -4.9% | 7,111 | $765K |
| Split Rock Private Trading & Wealth Management, LLC | 0.52% | Reduce -7.8% | 7,106 | $765K |
| Altiora Financial Group, LLC | 0.12% | Add +0.3% | 7,103 | $764K |
| Aegis Wealth Management, Inc. | 0.49% | Add +39.8% | 7,100 | $764K |
| Conscious Wealth Investments, LLC | 0.39% | Add +23.8% | 7,177 | $762K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Reduce -0.3% | 7,074 | $761K |
| James J. Burns & Company, LLC | 0.08% | Add +0.3% | 7,043 | $758K |
| Rockbridge Investment Management, LCC | 0.06% | No change | 7,022 | $756K |
| D L Carlson Investment Group Inc. | 0.12% | Add +68.5% | 7,015 | $755K |
| Islay Capital Management, LLC | 0.36% | New | 6,998 | $753K |
| Afg Fiduciary Services Limited Partnership | 0.59% | Reduce -12.1% | 6,999 | $752K |
| Summit Financial Wealth Advisors, LLC | 0.10% | No change | 6,982 | $751K |
| Stone Summit Wealth LLC | 0.19% | Reduce -11.6% | 6,981 | $751K |
| Cassilly Financial Group LLC | 0.54% | Add +28.9% | 6,977 | $751K |
| Catalyst Private Wealth, LLC | 0.36% | No change | 6,954 | $748K |
| Veracity Capital LLC | 0.20% | Reduce -24.3% | 6,937 | $747K |
| Nilsine Partners, LLC | 0.05% | Add +1.1% | 6,918 | $745K |
| FF Advisors,LLC | 0.28% | No change | 6,913 | $744K |
| Cogent Private Wealth, Inc. | 0.46% | No change | 6,900 | $743K |
| Northstar Financial Companies, Inc. | 0.50% | Add +37.1% | 6,875 | $740K |
| Sepio Capital, LP | 0.04% | Reduce -6.0% | 6,821 | $734K |
| Tsfg, LLC | 0.09% | Add +0.2% | 6,774 | $729K |
| Cadia Private Client LLC | 0.52% | Add +4.4% | 6,755 | $727K |
| Keenan, LLC | 0.51% | Add +3.9% | 6,752 | $727K |
| Financial Advisory Partners, LLC | 0.19% | Add +31.1% | 6,740 | $725K |
| Valtrion Capital Management, LLC | 0.54% | Add +0.9% | 6,707 | $722K |
| Cambridge Capital Management, LLC | 0.27% | Reduce -39.7% | 6,689 | $720K |
| Cary Street Partners Investment Advisory LLC | 0.14% | Add +1.9% | 6,646 | $715K |
| Lanark Financial, Inc. | 0.05% | Reduce -5.8% | 6,633 | $714K |
| Victory Financial Group, LLC | 0.07% | Add +9.7% | 6,624 | $713K |
| Frisco Financial Planning LLC | 0.53% | Add +19.2% | 6,577 | $708K |
| Accredited Investors Inc. | 0.03% | Reduce -3.5% | 6,575 | $708K |
| Westshore Wealth, LLC | 0.22% | Add +50.2% | 6,568 | $707K |
| Montecito Bank & Trust | 0.11% | Add +4.5% | 6,535 | $703K |
| Stratos Investment Management, LLC | 0.03% | Add +7.8% | 6,506 | $700K |
| Flow Traders U.S. LLC | 0.03% | New | 6,509 | $700K |
| Etesian Wealth Advisors, Inc. | 0.21% | Reduce -12.3% | 6,478 | $697K |
| Sheets Smith Wealth Management | 0.07% | No change | 6,458 | $695K |
| Alterna Wealth Management, Inc. | 0.40% | Add +201.7% | 6,456 | $695K |
| Gray Private Wealth, LLC | 0.30% | No change | 6,403 | $689K |
| Parsons Capital Management Inc. | 0.03% | Add +49.0% | 6,384 | $687K |
| Downshift Financial, LLC | 0.31% | No change | 6,362 | $685K |
| 5T Wealth, LLC | 0.25% | Add +18.4% | 6,344 | $683K |
| Coastal Bridge Advisors, LLC | 0.04% | Add +25.6% | 6,324 | $681K |
| Trust Co. of Vermont | 0.03% | — | 6,317 | $680K |
| Annex Advisory Services, LLC | 0.01% | Reduce -4.9% | 6,313 | $679K |
| Delos Wealth Advisors, LLC | 0.35% | Reduce -32.5% | 6,302 | $678K |
| Columbia River Financial Group, LLC | 0.36% | Reduce -7.2% | 6,298 | $677K |
| LJI Wealth Management, LLC | 0.09% | Add +25.6% | 6,288 | $677K |
| Arrien Investments, Inc. | 0.34% | No change | 6,283 | $676K |
| Unify Financial Advisors | 0.62% | Add +10.8% | 6,240 | $672K |
| Greykasell Wealth Strategies, Inc. | 0.24% | Add +0.0% | 6,219 | $669K |
| Armstrong Advisory Group, Inc. | 0.04% | Add +9.1% | 6,196 | $667K |
| Sentinel Pension Advisors, LLC | 0.09% | New | 6,253 | $666K |
| Tassel Capital Management, Inc. | 0.31% | No change | 6,184 | $666K |
| Smith, Moore & Co. | 0.04% | Add +0.5% | 6,163 | $663K |
| 1ST Source Bank | 0.03% | Reduce -4.2% | 6,156 | $663K |
| Gerald Baker Financial Group LLC | 0.19% | Reduce -9.7% | 6,148 | $662K |
| Peregrine Asset Advisers, Inc. | 0.14% | Reduce -1.8% | 6,124 | $659K |
| NewSquare Capital LLC | 0.05% | Add +1.9% | 6,116 | $658K |
| Wiser Wealth Management, Inc | 0.13% | Add +0.8% | 6,106 | $657K |
| KM Capital Management Ltd. | 0.31% | New | 6,093 | $656K |
| Smith Thornton Advisors LLC | 0.29% | No change | 6,095 | $652K |
| Invst, LLC | 0.06% | Add +1.1% | 6,047 | $651K |
| Breakwater Investment Management | 0.22% | Reduce -1.2% | 6,026 | $649K |
| Transcend Capital Advisors, LLC | 0.04% | Add +32.4% | 6,016 | $647K |
| Becker Capital Management Inc. | 0.02% | Add +21.2% | 5,982 | $644K |
| Tortoise Investment Management, LLC | 0.05% | Reduce -28.1% | 5,947 | $640K |
| Trivium Point Advisory, LLC | 0.06% | Add +4.9% | 5,942 | $639K |
| Succession Financial, Inc. | 0.62% | — | 5,926 | $638K |
| Hiley Hunt Wealth Management | 0.25% | Add +61.1% | 5,905 | $636K |
| Eley Financial Management, Inc | 0.20% | No change | 5,883 | $633K |
| Lifelong Wealth Advisors, Inc. | 0.15% | Reduce -0.2% | 5,839 | $628K |
| Aspen Wealth Strategies, LLC | 0.30% | Reduce -5.5% | 5,810 | $625K |
| Fairway Wealth LLC | 0.14% | Add +12.6% | 5,793 | $623K |
| Obermeyer Wealth Partners | 0.03% | Reduce -5.7% | 5,779 | $622K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -48.7% | 5,756 | $619K |
| RAM Investment Partners, LLC | 0.10% | Reduce -0.0% | 5,732 | $617K |
| Rialto Wealth Management, LLC | 0.12% | Reduce -18.6% | 5,728 | $616K |
| Seascape Capital Management | 0.15% | No change | 5,710 | $615K |
| Everhart Financial Group, Inc. | 0.04% | Reduce -50.9% | 5,675 | $611K |
| Wellspring Financial Advisors, LLC | 0.04% | Add +2.8% | 5,632 | $606K |
| Shotwell Rutter Baer Inc | 0.33% | Reduce -0.2% | 5,618 | $605K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -19.6% | 5,602 | $603K |
| CFO4Life Group, LLC | 0.08% | No change | 5,587 | $601K |
| Brasada Capital Management, LP | 0.11% | Reduce -41.4% | 5,555 | $598K |
| Financial Sense Advisors, Inc. | 0.13% | Add +2.0% | 5,549 | $597K |
| Fullerton Advisors, LLC | 0.56% | Add +1.7% | 5,531 | $595K |
| Covestor Ltd | 0.34% | Add +10.4% | 5,523 | $594K |
| Uptown Financial Advisors LLC | 0.44% | No change | 5,518 | $594K |
| Monument Capital Management | 0.12% | New | 5,513 | $593K |
| Pallas Capital Advisors LLC | 0.02% | No change | 5,513 | $593K |
| Argonautica Private Wealth Management, Inc. | 0.14% | No change | 5,512 | $593K |
| Cadent Capital Advisors, LLC | 0.12% | Add +0.8% | 5,487 | $591K |
| WealthBridge Capital Management, LLC | 0.12% | Add +1.1% | 5,478 | $590K |
| Clarion Wealth Managment Partners, LLC | 0.47% | Reduce -0.4% | 5,460 | $588K |
| Chesapeake Wealth Management | 0.16% | Add +6.4% | 5,435 | $585K |
| GEM Asset Management, LLC | 0.23% | Add +0.8% | 5,426 | $584K |
| SeaBridge Investment Advisors LLC | 0.08% | No change | 5,425 | $584K |
| Helium Advisors LLC | 0.49% | Add +44.0% | 5,412 | $582K |
| Heritage Wealth Advisors | 0.02% | Reduce -11.6% | 5,404 | $582K |
| High Net Worth Advisory Group LLC | 0.12% | No change | 5,402 | $581K |
| Davidson Trust Co. | 0.23% | Add +4.9% | 5,390 | $580K |
| Harbour Investment Management LLC | 0.30% | No change | 5,370 | $578K |
| Heritage Investors Management Corp. | 0.02% | Add +130.2% | 5,340 | $575K |
| Brighton Jones LLC | 0.01% | Add +15.9% | 5,337 | $574K |
| Firethorn Wealth Partners, LLC | 0.19% | Reduce -2.9% | 5,334 | $574K |
| Continuum Advisory, LLC | 0.05% | Add +2.2% | 5,325 | $573K |
| Rock Point Advisors, LLC | 0.14% | Add +0.5% | 5,308 | $571K |
| Swmg, LLC | 0.13% | Add +22.2% | 5,340 | $571K |
| Virtue Capital Management, LLC | 0.08% | New | 5,279 | $568K |
| Net Worth Advisory Group | 0.14% | Reduce -24.8% | 5,248 | $565K |
| Strategy Asset Managers LLC | 0.08% | Add +8.0% | 5,244 | $564K |
| Range Advisory, LLC | 0.07% | Reduce -34.9% | 5,221 | $562K |
| Curi Capital, LLC | 0.01% | Reduce -24.7% | 5,218 | $562K |
| Wealth Management Nebraska | 0.05% | Reduce -0.0% | 5,206 | $560K |
| Sutton Place Investors LLC | 0.27% | Reduce -1.6% | 5,169 | $556K |
| Provenance Wealth Advisors, LLC | 0.05% | Add +1.4% | 5,160 | $555K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Reduce -32.6% | 5,158 | $555K |
| Stewardship Advisors, LLC | 0.11% | Reduce -2.1% | 5,135 | $553K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 5,123 | $551K |
| Thryve Wealth Management LLC | 0.31% | Reduce -27.0% | 5,117 | $551K |
| Grandfield & Dodd, LLC | 0.03% | No change | 5,115 | $550K |
| Clare Market Investments LLC | 0.10% | No change | 5,100 | $549K |
| North Forty Two & Co. | 0.46% | Reduce -51.0% | 5,081 | $547K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Add +0.0% | 5,071 | $546K |
| Legacy Wealth Partners, LLC | 0.12% | Reduce -37.5% | 5,066 | $545K |
| Noesis Capital Mangement Corp. | 0.07% | Add +16.2% | 5,023 | $541K |
| Capital Asset Managemnet, LLC | 1.21% | Reduce -0.4% | 5,011 | $539K |
| Hummer Financial Advisory Services Inc | 0.35% | No change | 5,000 | $538K |
| NorthRock Partners, LLC | 0.01% | Reduce -3.5% | 4,995 | $538K |
| Evensky & Katz LLC | 0.03% | Add +0.4% | 4,991 | $537K |
| Impact Investors, Inc | 0.39% | Reduce -0.3% | 4,965 | $534K |
| WPG Advisers, LLC | 0.31% | Reduce -1.3% | 4,917 | $529K |
| OLIO Financial Planning | 0.13% | No change | 4,915 | $529K |
| Beacon Financial Group | 0.05% | Add +0.1% | 4,909 | $528K |
| Advance Capital Management, Inc. | 0.02% | Add +1.4% | 4,908 | $528K |
| 1900 Wealth Management LLC | 0.03% | Reduce -6.0% | 4,883 | $526K |
| Lynx Investment Advisory | 0.17% | Reduce -1.4% | 4,863 | $523K |
| Tenet Wealth Partners, LLC | 0.39% | — | 4,942 | $523K |
| Investment Advisory Group, LLC | 0.11% | No change | 4,802 | $517K |
| Clark Asset Management, LLC | 0.04% | Add +145.7% | 4,799 | $516K |
| Old National Bancorp | 0.01% | Reduce -30.7% | 4,784 | $515K |
| Braun-Bostich & Associates Inc. | 0.29% | Reduce -1.1% | 4,768 | $513K |
| Collaborative Wealth Managment Inc. | 0.22% | Reduce -5.7% | 4,763 | $513K |
| Stewardship Concepts Financial Services LLC | 0.34% | Add +15.9% | 4,745 | $511K |
| LifeGoal Investments, LLC | 0.23% | Add +0.5% | 4,729 | $509K |
| Wealthgarden F.S. LLC | 0.29% | Add +14.7% | 4,728 | $509K |
| Integrated Investment Consultants, LLC | 0.10% | Add +2.1% | 4,713 | $507K |
| Acorn Wealth Advisors, LLC | 0.12% | Reduce -1.3% | 4,710 | $507K |
| Asset Allocation Strategies LLC | 0.08% | Add +0.1% | 4,700 | $506K |
| Founders Financial Alliance, LLC | 0.07% | Add +260.6% | 4,692 | $505K |
| GTS Securities LLC | 0.01% | New | 4,681 | $504K |
| Twin Focus Capital Partners, LLC | 0.05% | Add +0.8% | 4,673 | $503K |
| Pitcairn Wealth Advisors LLC | 0.05% | Reduce -26.2% | 4,645 | $500K |
| Kesler, Norman & Wride, LLC | 0.08% | Add +1.3% | 4,641 | $499K |
| Bell Investment Advisors, Inc | 0.07% | Reduce -3.5% | 4,592 | $494K |
| LCW Services, LLC | 0.21% | Reduce -46.5% | 4,579 | $493K |
| Welch & Forbes LLC | 0.01% | Add +10.1% | 4,574 | $492K |
| BridgePort Financial Solutions, LLC | 0.13% | No change | 4,566 | $491K |
| Oregon Pacific Wealth Management, LLC | 0.46% | No change | 4,563 | $491K |
| Nvwm, LLC | 0.10% | Reduce -0.1% | 4,505 | $485K |
| Florida Financial Advisors, LLC | 0.08% | Add +8.0% | 4,463 | $480K |
| Stevens Capital Partners | 0.09% | Reduce -50.8% | 4,455 | $479K |
| Intrua Financial, LLC | 0.04% | No change | 4,411 | $475K |
| TCP Asset Management, LLC | 0.05% | Add +0.4% | 4,405 | $474K |
| Occidental Asset Management, LLC | 0.05% | No change | 4,394 | $473K |
| Asset Management One Co., Ltd. | 0.00% | New | 4,340 | $467K |
| Erickson Financial Group, LLC | 0.25% | No change | 4,322 | $465K |
| Paulson Wealth Management Inc. | 0.10% | Reduce -3.8% | 4,316 | $464K |
| FOCUS Wealth Advisors, LLC | 0.22% | Reduce -3.4% | 4,313 | $464K |
| EPG Wealth Management LLC | 0.11% | No change | 4,300 | $463K |
| Atlas Brown,Inc. | 0.12% | Add +0.6% | 4,288 | $461K |
| Altar Rock LLC | 0.67% | No change | 4,283 | $461K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -82.0% | 4,268 | $459K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 4,263 | $459K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -6.7% | 4,261 | $459K |
| Graetz Wealth LLC | 0.36% | Add +2.2% | 4,238 | $456K |
| Iowa State Bank | 0.08% | No change | 4,235 | $456K |
| Anson Capital, Inc. | 0.30% | Add +12.6% | 4,215 | $454K |
| Covenant Asset Management, LLC | 0.08% | Add +0.3% | 4,188 | $451K |
| IFC Advisors LLC | 0.06% | Add +1.4% | 4,136 | $445K |
| Journey Advisory Group, LLC | 0.03% | Add +11.1% | 4,135 | $445K |
| Glass Jacobson Investment Advisors llc | 0.14% | New | 4,134 | $445K |
| First Interstate Bank | 0.02% | New | 4,117 | $443K |
| Pacific Excel Wealth Advisors, Inc. | 0.17% | New | 4,113 | $443K |
| Heritage Family Offices, LLP | 0.17% | Reduce -15.4% | 4,113 | $443K |
| Cannon Wealth Management Services, LLC | 0.24% | Add +3.4% | 4,112 | $443K |
| Ascentis Wealth Management, LLC | 0.07% | Add +2.4% | 4,104 | $442K |
| Summit Wealth Partners, LLC | 0.06% | Reduce -2.0% | 4,097 | $441K |
| FreeGulliver LLC | 0.15% | Add +6.9% | 4,076 | $439K |
| Elevate Wealth Advisory, Inc. | 0.25% | Reduce -14.2% | 4,061 | $437K |
| Northland Capital Management LLC | 0.24% | No change | 4,055 | $436K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 4,045 | $435K |
| XML Financial, LLC | 0.03% | Reduce -6.0% | 4,025 | $433K |
| Columbia Advisory Partners LLC | 0.24% | Add +37.4% | 4,023 | $433K |
| Archer Investment Management, LLC | 0.15% | Reduce -82.8% | 4,016 | $432K |
| Hexagon Capital Partners LLC | 0.06% | Reduce -0.5% | 3,988 | $429K |
| KFA Private Wealth Group, LLC | 0.10% | Add +23.0% | 3,974 | $428K |
| Ellis Investment Partners, LLC | 0.06% | Add +0.8% | 3,965 | $427K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -10.3% | 3,962 | $426K |
| JHP Wealth Management, LLC | 0.35% | New | 3,952 | $425K |
| Wise Wealth Partners | 0.72% | Add +0.7% | 3,951 | $425K |
| NorthStar Asset Management LLC | 0.09% | No change | 3,946 | $425K |
| BCU Wealth Advisors, LLC | 0.14% | Add +37.3% | 3,942 | $424K |
| MW Advisory, LLC | 0.17% | — | 3,932 | $423K |
| Global Wealth Management Investment Advisory, Inc. | 0.06% | Reduce -38.1% | 3,928 | $423K |
| Oder Investment Management, LLC | 0.28% | Add +35.6% | 3,921 | $422K |
| American Financial Advisors, LLC | 0.05% | Reduce -2.2% | 3,911 | $421K |
| Intergy Private Wealth, LLC | 0.10% | No change | 3,906 | $420K |
| Stablepoint Partners, LLC | 0.06% | Reduce -2.4% | 3,905 | $420K |
| Wagner Wealth Management, Corp | 0.34% | Reduce -31.9% | 3,899 | $420K |
| OMNI 360 Wealth, Inc. | 0.19% | Add +40.2% | 3,881 | $418K |
| Allodium Investment Consultants, LLC | 0.18% | No change | 3,865 | $416K |
| Colonial Trust Co / SC | 0.05% | No change | 3,860 | $415K |
| Amplius Wealth Advisors, LLC | 0.03% | Add +11.5% | 3,859 | $415K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +4404.7% | 3,829 | $412K |
| Root Financial Partners, LLC | 0.02% | Reduce -1.2% | 3,825 | $412K |
| Park Place Capital Corp | 0.07% | Reduce -1.1% | 3,823 | $412K |
| Fiscal Wisdom Wealth Management, LLC | 0.35% | Add +7.8% | 3,820 | $411K |
| Perennial Investment Advisors, LLC | 0.03% | Add +29.0% | 3,809 | $410K |
| Barnes Wealth Management Group, Inc | 0.19% | Add +2.0% | 3,802 | $409K |
| Factor Wealth Management LTD | 0.06% | Reduce -66.0% | 3,774 | $406K |
| Discipline Wealth Solutions, LLC | 0.04% | Reduce -40.7% | 3,766 | $405K |
| WBH Advisory Inc. | 0.03% | Add +13.8% | 3,760 | $405K |
| Altus Wealth Management, LLC | 0.16% | No change | 3,755 | $404K |
| Richards, Merrill & Peterson, Inc. | 0.13% | No change | 3,750 | $404K |
| Convergence Financial, LLC | 0.03% | New | 3,740 | $402K |
| Valley Financial Group, Inc. | 0.20% | Reduce -5.3% | 3,739 | $402K |
| Arq Wealth Advisors, LLC | 0.05% | New | 3,794 | $402K |
| Atlas Legacy Advisors, LLC | 0.06% | Reduce -14.8% | 3,729 | $401K |
| Texas Bank & Trust Co | 0.13% | Add +47.5% | 3,721 | $400K |
| Wealth Alliance Advisory Group, LLC | 0.06% | No change | 3,716 | $400K |
| Eastern Bank | 0.01% | Reduce -9.9% | 3,713 | $400K |
| Oakworth Capital, Inc. | 0.02% | Add +29.2% | 3,711 | $399K |
| International Assets Investment Management, LLC | 0.02% | No change | 3,715 | $399K |
| URS Advisory LLC | 0.22% | Add +2.4% | 3,701 | $398K |
| Matrix Private Capital Group LLC | 0.17% | Add +2.8% | 3,700 | $398K |
| Sandy Cove Advisors, LLC | 0.10% | Reduce -0.4% | 3,693 | $397K |
| Sigma Investment Counselors Inc. | 0.02% | Add +13.1% | 3,690 | $397K |
| Objective Capital Management, LLC | 0.35% | No change | 3,650 | $393K |
| Axis Wealth Partners, LLC | 0.19% | Add +14.2% | 3,636 | $391K |
| Hayek Kallen Investment Management | 0.12% | Add +29.6% | 3,630 | $391K |
| Welch Group, LLC | 0.01% | No change | 3,629 | $391K |
| Woodside Wealth Management LLC | 0.27% | Add +60.0% | 3,598 | $387K |
| Capstone Capital LLC | 0.22% | No change | 3,595 | $387K |
| Evanson Financial, LLC | 0.02% | — | 3,583 | $386K |
| Busey Bank | 0.01% | Reduce -51.4% | 3,578 | $385K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +7.2% | 3,570 | $384K |
| Insight Advisors, LLC/ PA | 0.07% | Reduce -7.4% | 3,565 | $384K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.7% | 3,561 | $383K |
| Lake Hills Wealth Management, LLC | 0.17% | Reduce -27.3% | 3,556 | $383K |
| Clarity Asset Management, Inc. | 0.19% | Reduce -94.5% | 3,551 | $382K |
| South Plains Financial, Inc. | 0.20% | Reduce -7.8% | 3,545 | $382K |
| Pinion Investment Advisors, LLC | 0.07% | New | 3,529 | $380K |
| GoalVest Advisory LLC | 0.07% | New | 3,529 | $380K |
| Hilltop Wealth Advisors, LLC | 0.19% | No change | 3,522 | $379K |
| Center for Financial Planning, Inc. | 0.04% | No change | 3,521 | $379K |
| BankPlus Wealth Management LLC | 0.17% | Add +0.8% | 3,519 | $379K |
| Horst & Graben Wealth Management LLC | 0.05% | Add +6.6% | 3,512 | $377K |
| Steel Grove Capital Advisors, LLC | 0.04% | Add +2.6% | 3,501 | $377K |
| Kane Co Wealth Management, Inc. | 0.29% | Reduce -42.1% | 3,500 | $377K |
| Chemistry Wealth Management LLC | 0.06% | No change | 3,490 | $376K |
| Shepherd Street Advisors LLC | 0.33% | Add +10.2% | 3,516 | $375K |
| Old Peak Finance LLC | 0.18% | Add +0.8% | 3,486 | $375K |
| Diligent Investors, LLC | 0.08% | Reduce -13.4% | 3,477 | $374K |
| Kelly Financial Services LLC | 0.08% | Reduce -9.3% | 3,473 | $374K |
| Hutchens & Kramer Investment Management Group, LLC | 0.10% | Reduce -11.8% | 3,468 | $373K |
| Centaurus Financial, Inc. | 0.01% | Add +200.9% | 3,466 | $373K |
| First National Bank of Omaha | 0.01% | Add +0.6% | 3,455 | $372K |
| Tobias Financial Advisors, Inc. | 0.05% | Reduce -18.9% | 3,456 | $372K |
| Trustmark Bank Trust Department | 0.02% | No change | 3,453 | $372K |
| 10Elms LLP | 0.17% | No change | 3,450 | $371K |
| Kropog Financial Group, LLC | 0.26% | Reduce -0.1% | 3,450 | $371K |
| Raleigh Capital Management Inc. | 0.12% | Reduce -55.9% | 3,433 | $369K |
| Newman Dignan & Sheerar, Inc. | 0.07% | Reduce -14.6% | 3,422 | $368K |
| Goodman Advisory Group, LLC | 0.08% | Reduce -44.4% | 3,409 | $367K |
| Boyce & Associates Wealth Consulting, Inc. | 0.25% | Add +0.2% | 3,407 | $367K |
| Lakeshore Capital Group, Inc. | 0.27% | Add +0.1% | 3,395 | $365K |
| Ducere Wealth Management LLC | 0.11% | Add +25.6% | 3,394 | $365K |
| Impact Capital Partners LLC | 0.10% | Add +4.0% | 3,387 | $365K |
| Independent Wealth Network Inc. | 0.09% | Reduce -4.8% | 3,386 | $364K |
| LVW Advisors, LLC | 0.03% | Reduce -4.3% | 3,377 | $363K |
| One Charles Private Wealth Services, LLC | 0.08% | Add +29.9% | 3,358 | $361K |
| Accurate Wealth Management, LLC | 0.03% | Add +34.7% | 3,370 | $361K |
| Interactive Financial Advisors, Inc. | 0.22% | Add +1.9% | 3,342 | $360K |
| Forum Private Client Group LLC | 0.11% | Add +0.0% | 3,341 | $360K |
| NTV Asset Management LLC | 0.04% | Add +9.9% | 3,333 | $359K |
| Broadview Financial Management, LLC | 0.22% | Add +0.8% | 3,316 | $357K |
| Gambit Capital Management, LLC | 0.21% | Add +0.1% | 3,315 | $357K |
| Bell Bank | 0.01% | New | 3,314 | $357K |
| Allegheny Financial Group | 0.04% | Add +14.4% | 3,300 | $355K |
| FLC Capital Advisors | 0.06% | Add +7.5% | 3,297 | $355K |
| Bigelow Investment Advisors, LLC | 0.13% | Reduce -19.9% | 3,280 | $353K |
| Spectrum Investment Advisors, Inc. | 0.14% | Reduce -52.9% | 3,277 | $353K |
| Merkkuri Wealth Advisors LLC | 0.22% | Reduce -11.5% | 3,273 | $352K |
| NCM Capital Management, LLC | 0.11% | Reduce -7.0% | 3,267 | $352K |
| First Citizens Financial Corp | 0.15% | Add +34.1% | 3,264 | $351K |
| Maple Capital Management, Inc. | 0.02% | Reduce -9.3% | 3,263 | $351K |
| Kagan Cocozza Asset Management | 0.22% | Reduce -3.8% | 3,260 | $351K |
| Anderson Hoagland & Co. | 0.03% | Reduce -94.0% | 3,260 | $351K |
| Prospect Financial Services LLC | 0.18% | Add +44.4% | 3,250 | $350K |
| Cumberland Advisors Inc. | 0.12% | Add +3.9% | 3,240 | $349K |
| Proffitt & Goodson Inc. | 0.05% | New | 3,240 | $349K |
| Atwater Malick LLC | 0.08% | Add +54.0% | 3,225 | $347K |
| Vantus Wealth LLC | 0.19% | — | 3,224 | $347K |
| Christensen, King & Associates Investment Services, Inc. | 0.14% | No change | 3,220 | $347K |
| Clear Retirement Advice LLC | 0.24% | No change | 3,217 | $346K |
| Eagle Bay Advisors LLC | 0.26% | No change | 3,200 | $344K |
| Silverlake Wealth Management LLC | 0.07% | Reduce -41.5% | 3,200 | $344K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.4% | 3,183 | $343K |
| Diversified Management Inc. | 0.07% | No change | 3,170 | $341K |
| Transcendent Capital Group LLC | 0.13% | Reduce -19.7% | 3,163 | $340K |
| Peddock Capital Advisors, LLC | 0.07% | Add +31.6% | 3,163 | $340K |
| Reston Wealth Management LLC | 0.09% | Add +0.7% | 3,151 | $339K |
| Wescott Financial Advisory Group, LLC | 0.03% | Add +0.3% | 3,147 | $339K |
| Twin Peaks Wealth Advisors, LLC | 0.08% | Add +11551.9% | 3,146 | $339K |
| Chris Bulman Inc | 0.12% | New | 3,125 | $336K |
| Dynamic Wealth Strategies, LLC | 0.18% | Reduce -8.2% | 3,115 | $335K |
| Leisure Capital Management | 0.10% | No change | 3,111 | $335K |
| Advisors Capital Management, LLC | 0.00% | Add +40.7% | 3,097 | $333K |
| Pennington Partners & Co., LLC | 0.11% | Add +0.5% | 3,088 | $332K |
| Next Level Private LLC | 0.06% | Reduce -47.0% | 3,077 | $331K |
| Kathmere Capital Management, LLC | 0.02% | No change | 3,066 | $330K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +1.1% | 3,059 | $329K |
| FSA Advisors, Inc. | 0.15% | New | 3,061 | $329K |
| Summit Global Investments | 0.02% | Reduce -14.2% | 3,053 | $329K |
| Addison Capital Co | 0.05% | No change | 3,056 | $329K |
| Golden State Wealth Management, LLC | 0.03% | Add +245.5% | 3,051 | $328K |
| Meeder Advisory Services, Inc. | 0.01% | New | 3,010 | $324K |
| Magnus Financial Group LLC | 0.02% | Reduce -10.0% | 3,002 | $323K |
| Arrowroot Family Office, LLC | 0.09% | Reduce -0.8% | 3,002 | $323K |
| Bank Ozk | 0.10% | No change | 2,999 | $323K |
| Awm Capital, LLC | 0.03% | New | 2,997 | $323K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -45.5% | 2,997 | $323K |
| Schmidt P J Investment Management Inc. | 0.05% | No change | 2,996 | $322K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 2,991 | $322K |
| NerdWallet Wealth Partners, LLC | 0.11% | Add +2.1% | 2,991 | $322K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -36.1% | 2,983 | $321K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | Add +48.4% | 2,979 | $321K |
| Certuity, LLC | 0.02% | No change | 2,977 | $320K |
| Heritage Oak Wealth Advisors LLC | 0.09% | No change | 2,972 | $320K |
| Berger Financial Group, Inc | 0.02% | Add +0.1% | 2,968 | $319K |
| Advisory Resource Group | 0.05% | Add +1.1% | 2,964 | $319K |
| Ballast Advisors LLC | 0.08% | Add +5.9% | 2,959 | $318K |
| Wall Capital Group, Inc. | 0.26% | Add +0.8% | 2,950 | $317K |
| S&A Financial Services, Inc. | 0.19% | Add +23.3% | 2,945 | $317K |
| Evercore Wealth Management, LLC | 0.00% | Add +3.9% | 2,941 | $317K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -13.6% | 2,939 | $316K |
| Global Assets Advisory, LLC | 0.07% | Add +1.6% | 2,944 | $316K |
| Calton & Associates, Inc. | 0.05% | Reduce -18.7% | 2,925 | $315K |
| Castle Wealth Management LLC | 0.09% | No change | 2,916 | $314K |
| Acorn Financial Advisory Services Inc. | 0.04% | No change | 2,915 | $314K |
| UMB Bank, n.a. | 0.00% | Reduce -62.9% | 2,906 | $313K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +1.3% | 2,898 | $312K |
| Legacy Capital Wealth Partners, LLC | 0.06% | Add +6.8% | 2,895 | $312K |
| PAX Financial Group, LLC | 0.05% | Add +4.7% | 2,882 | $310K |
| BBR Partners, LLC | 0.01% | No change | 2,870 | $309K |
| Warren Street Wealth Advisors, LLC | 0.07% | Add +16.3% | 2,860 | $308K |
| Unified Investment Management | 0.29% | No change | 2,850 | $307K |
| Relyea Zuckerberg Hanson LLC | 0.03% | No change | 2,847 | $306K |
| Private Wealth Group, LLC | 0.12% | Add +7.8% | 2,837 | $305K |
| West Wealth Group, LLC | 0.05% | Reduce -56.3% | 2,833 | $305K |
| Cherry Tree Wealth Management, LLC | 0.06% | Reduce -5.5% | 2,822 | $304K |
| Lee Financial Co | 0.04% | No change | 2,807 | $302K |
| Cushing Capital Partners, LLC | 0.21% | No change | 2,807 | $302K |
| Blueline Advisors LLC | 0.21% | Add +17.0% | 2,798 | $301K |
| Eaton Financial Holdings Company, LLC | 0.08% | Add +0.1% | 2,789 | $300K |
| Core Wealth Management, Inc. | 0.08% | No change | 2,779 | $299K |
| Shepherd Financial Partners LLC | 0.02% | Reduce -1.0% | 2,772 | $298K |
| Whitegate Investment Counselors, Inc. | 0.08% | No change | 2,765 | $298K |
| Conrad Siegel Investment Advisors, Inc. | 0.05% | No change | 2,764 | $297K |
| Keyvantage Wealth, LLC | 0.11% | Reduce -58.8% | 2,763 | $297K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +2.5% | 2,747 | $296K |
| LaSalle St. Investment Advisors, LLC | 0.04% | No change | 2,742 | $295K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +7.6% | 2,741 | $295K |
| Blodgett Wealth Advisors, LLC | 0.20% | No change | 2,739 | $295K |
| Oceanside Advisors LLC | 0.15% | Add +4.0% | 2,731 | $294K |
| Family Investment Center, Inc. | 0.05% | No change | 2,723 | $293K |
| Cooper Financial Group | 0.02% | Reduce -26.1% | 2,719 | $293K |
| Wagner Wealth Management, LLC | 0.05% | No change | 2,718 | $293K |
| Evolution Wealth Advisors, LLC | 0.03% | Reduce -47.6% | 2,704 | $291K |
| Centennial Advisors, LLC | 0.35% | Add +3.5% | 2,702 | $291K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 2,700 | $291K |
| Advisor OS, LLC | 0.02% | Add +22.2% | 2,673 | $288K |
| Round Rock Advisors LLC | 0.04% | No change | 2,665 | $287K |
| Cannon Advisors, Inc. | 0.17% | Reduce -80.8% | 2,674 | $286K |
| Callan Family Office, LLC | 0.01% | New | 2,649 | $285K |
| Innova Wealth Partners | 0.12% | Reduce -0.9% | 2,630 | $283K |
| Beacon Capital Management, LLC | 0.04% | New | 2,628 | $283K |
| Carolina Wealth Management Inc | 0.13% | — | 2,628 | $283K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.07% | No change | 2,618 | $282K |
| Broussard Financial Group LLC | 0.23% | No change | 2,615 | $281K |
| CVFG LLC | 0.03% | No change | 2,611 | $281K |
| KFG Wealth Management, LLC | 0.03% | New | 2,585 | $278K |
| Hunter Associates Investment Management LLC | 0.03% | No change | 2,585 | $278K |
| Marion Wealth Management | 0.06% | No change | 2,577 | $277K |
| Foguth Wealth Management, LLC. | 0.03% | Add +11.6% | 2,604 | $277K |
| Cardiff Park Advisors, LLC | 0.02% | Add +0.5% | 2,572 | $277K |
| Latitude Advisors, LLC | 0.11% | New | 2,568 | $276K |
| Index Fund Advisors, Inc. | 0.01% | Add +0.4% | 2,566 | $276K |
| Element Wealth, LLC | 0.10% | Reduce -15.0% | 2,563 | $276K |
| Baker Boyer National Bank | 0.08% | No change | 2,560 | $276K |
| DV Trading LLC | 0.02% | Reduce -99.1% | 2,552 | $275K |
| IVC Wealth Advisors LLC | 0.11% | Reduce -0.5% | 2,549 | $274K |
| Ceeto Capital Group, LLC | 0.07% | No change | 2,544 | $274K |
| LGL Partners, LLC | 0.10% | Add +0.2% | 2,545 | $274K |
| Capital Advisors Inc. | 0.00% | Reduce -2.3% | 2,540 | $273K |
| Kickstand Ventures, Llc. | 0.05% | No change | 2,538 | $273K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -6.2% | 2,523 | $272K |
| Endowment Wealth Management, Inc. | 0.10% | Add +2.5% | 2,522 | $271K |
| MN Wealth Advisors, LLC | 0.12% | New | 2,514 | $271K |
| Provident Wealth Management, LLC | 0.07% | New | 2,506 | $270K |
| Aventura Private Wealth, LLC | 0.08% | Reduce -1.8% | 2,502 | $269K |
| Rossmore Private Capital | 0.02% | No change | 2,500 | $269K |
| Cannell & Spears LLC | 0.00% | Reduce -29.6% | 2,491 | $268K |
| Whitcomb & Hess, Inc. | 0.06% | Reduce -6.3% | 2,479 | $267K |
| AQR Capital Management | 0.00% | Reduce -36.3% | 2,434 | $262K |
| SHP Wealth Management | 0.02% | Add +202.1% | 2,429 | $261K |
| Baron Financial Group, LLC | 0.12% | No change | 2,420 | $260K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.4% | 2,419 | $260K |
| Meridian Wealth Advisors, LLC | 0.03% | No change | 2,418 | $260K |
| Excalibur Management Corp. | 0.09% | New | 2,403 | $259K |
| MMBG Investment Advisors Co. | 0.02% | No change | 2,400 | $258K |
| Montag A & Associates Inc. | 0.01% | No change | 2,400 | $258K |
| Larch Capital Partners LLC | 0.04% | No change | 2,398 | $258K |
| Fonville Wealth Management LLC | 0.04% | Add +0.4% | 2,372 | $255K |
| MSH Capital Advisors LLC | 0.04% | Reduce -37.2% | 2,357 | $254K |
| Financial Futures Ltd Liability Co. | 0.10% | New | 2,356 | $254K |
| Tidemark, LLC | 0.06% | Add +1923.3% | 2,347 | $253K |
| Artesa Financial Group, LLC | 0.22% | New | 2,341 | $252K |
| One Plus One Wealth Management, LLC | 0.11% | No change | 2,338 | $252K |
| Cape Investment Advisory, Inc. | 0.07% | Add +10.8% | 2,338 | $252K |
| Cassady Wealth & Retirement Planning, LLC | 0.12% | Reduce -20.4% | 2,334 | $251K |
| Goelzer Investment Management, Inc. | 0.01% | Add +12.7% | 2,332 | $251K |
| Blalock Williams, LLC | 0.16% | Add +16.4% | 2,331 | $251K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | New | 2,330 | $251K |
| Focused Wealth Management, Inc | 0.02% | Add +0.4% | 2,327 | $250K |
| Paladin Advisory Group, LLC | 0.17% | Reduce -2.5% | 2,326 | $250K |
| Thomasville National Bank | 0.01% | — | 2,323 | $250K |
| Bensler, LLC | 0.02% | Add +17.5% | 2,321 | $250K |
| HBE Wealth Management, LLC | 0.18% | No change | 2,314 | $249K |
| Opal Wealth Advisors, LLC | 0.05% | Add +20.6% | 2,312 | $249K |
| Key Capital Management, INC | 0.13% | Add +60.8% | 2,310 | $249K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,306 | $248K |
| Team Financial Group, LLC | 0.11% | Add +0.3% | 2,300 | $248K |
| Union Savings Bank | 0.10% | No change | 2,297 | $247K |
| Boltwood Capital Management | 0.06% | Add +4.3% | 2,285 | $246K |
| Second Line Capital, LLC | 0.05% | Add +0.2% | 2,277 | $245K |
| Fortress Financial Group, LLC | 0.12% | No change | 2,270 | $244K |
| Clearwave Capital, LLC | 0.13% | Add +0.8% | 2,268 | $244K |
| OneAscent Family Office, LLC | 0.12% | No change | 2,254 | $243K |
| Orleans Capital Management Corp. | 0.13% | No change | 2,250 | $242K |
| Riverbend Wealth Management, LLC | 0.12% | Reduce -8.4% | 2,250 | $242K |
| Ameriflex Group, Inc. | 0.10% | Add +177.8% | 2,245 | $242K |
| Affinity Capital Advisors, LLC | 0.03% | Reduce -12.3% | 2,244 | $241K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -0.4% | 2,233 | $240K |
| Sig Brokerage, LP | 0.04% | New | 2,228 | $240K |
| Earned Wealth Advisors, LLC | 0.02% | New | 2,227 | $240K |
| Gryphon Financial Partners LLC | 0.02% | No change | 2,202 | $237K |
| Aprio Wealth Management, LLC | 0.01% | Reduce -12.1% | 2,195 | $236K |
| Foundation Wealth Management, LLC\PA | 0.07% | No change | 2,186 | $235K |
| Fiducient Advisors LLC | 0.03% | No change | 2,181 | $235K |
| Bulltick Wealth Management, LLC | 0.05% | No change | 2,177 | $234K |
| Novus Advisors, LLC | 0.49% | No change | 2,167 | $233K |
| Fearless Solutions, LLC dba Best Invest | 0.12% | No change | 2,161 | $233K |
| Quartz Partners, LLC | 0.08% | New | 2,161 | $233K |
| Moneco Advisors, LLC | 0.01% | Add +6.7% | 2,161 | $233K |
| Northwest Financial Advisors | 0.03% | Add +0.1% | 2,146 | $231K |
| Stonehearth Capital Management, LLC | 0.08% | Reduce -2.5% | 2,146 | $231K |
| Carrera Capital Advisors | 0.03% | Add +0.8% | 2,144 | $231K |
| Defined Wealth Management, LLC | 0.12% | Add +4.4% | 2,132 | $229K |
| Strathmore Capital Advisors, Inc. | 0.06% | No change | 2,161 | $229K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Reduce -12.4% | 2,120 | $228K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -53.8% | 2,112 | $227K |
| Rockport Wealth LLC | 0.04% | New | 2,111 | $227K |
| Tempus Wealth Planning, LLC | 0.04% | Reduce -3.3% | 2,107 | $227K |
| Matauro, LLC | 0.03% | New | 2,101 | $226K |
| Clarity Wealth Development LLC | 0.13% | Reduce -2.0% | 2,099 | $226K |
| Pacifica Partners Inc. | 0.07% | No change | 2,099 | $226K |
| Tandem Financial, LLC | 0.07% | No change | 2,093 | $225K |
| Harbour Trust & Investment Management Co | 0.02% | No change | 2,086 | $224K |
| Argyle Capital Partners, LLC | 0.14% | New | 2,078 | $224K |
| IMA Advisory Services, Inc. | 0.01% | Add +93.0% | 2,077 | $224K |
| Postrock Partners LLC | 0.09% | No change | 2,075 | $223K |
| BlueStem Wealth Partners, LLC | 0.02% | Reduce -20.3% | 2,074 | $223K |
| Strategic Family Wealth Counselors, L.L.C. | 0.05% | Reduce -62.6% | 2,068 | $223K |
| Signal Advisors Wealth, LLC | 0.01% | New | 2,065 | $222K |
| Blom & Howell Financial Planning, Inc. | 0.18% | Add +0.4% | 2,050 | $221K |
| Columbus Macro, LLC | 0.02% | Add +3.7% | 2,025 | $218K |
| Palumbo Wealth Management LLC | 0.05% | Reduce -40.5% | 2,023 | $218K |
| BLB&B Advisors, LLC | 0.01% | Add +3.6% | 2,018 | $217K |
| Kanawha Capital Management LLC | 0.01% | No change | 2,012 | $217K |
| VeraBank, N.A. | 0.04% | No change | 2,000 | $215K |
| Summit Financial Consulting LLC | 0.15% | Reduce -3.3% | 1,996 | $215K |
| Hilltop National Bank | 0.05% | No change | 1,988 | $214K |
| Essential Planning, LLC. | 0.06% | New | 1,985 | $214K |
| Texas Yale Capital Corp. | 0.00% | New | 1,975 | $213K |
| Simmons Bank | 0.01% | No change | 1,974 | $212K |
| Indivisible Partners | 0.01% | Reduce -14.5% | 1,970 | $212K |
| Morton Capital Management LLC | 0.03% | New | 1,970 | $212K |
| Tillman Hartley LLC | 0.05% | No change | 1,968 | $212K |
| Aviance Capital Partners, LLC | 0.02% | No change | 1,959 | $211K |
| Parkside Financial Bank & Trust | 0.01% | Add +52.7% | 1,959 | $211K |
| Guardian Asset Advisors, LLC | 0.10% | Reduce -41.4% | 1,949 | $210K |
| Diversified Trust Co. | 0.00% | Reduce -6.9% | 1,947 | $210K |
| Veltria Advisors Corp. | 0.64% | No change | 1,944 | $209K |
| Per Stirling Capital Management, LLC. | 0.02% | New | 1,940 | $209K |
| Fiduciary Alliance LLC | 0.01% | Add +0.1% | 1,939 | $209K |
| Successful Portfolios LLC | 0.10% | No change | 1,940 | $208K |
| Sound Income Strategies, LLC | 0.01% | Add +15.3% | 1,928 | $207K |
| VERITY Wealth Advisors | 0.12% | Add +0.8% | 1,908 | $205K |
| GDS Wealth Management | 0.01% | New | 1,904 | $205K |
| Wolff Wiese Magana LLC | 0.09% | Reduce -1.6% | 1,896 | $204K |
| Philip James Wealth Mangement, LLC | 0.02% | Reduce -42.5% | 1,882 | $203K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +160.0% | 1,794 | $193K |
| HHM Wealth Advisors, LLC | 0.02% | Add +279.1% | 1,774 | $191K |
| Bogart Wealth, LLC | 0.01% | Add +5.4% | 1,767 | $190K |
| Princeton Global Asset Management LLC | 0.03% | Add +32.1% | 1,661 | $179K |
| Evolution Wealth Management Inc. | 0.10% | New | 1,635 | $176K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -6.8% | 1,544 | $166K |
| ROSS\JOHNSON & Associates LLC | 2.60% | No change | 1,542 | $166K |
| Colonial Trust Advisors | 0.01% | Add +1.7% | 1,525 | $164K |
| GW&K Investment Management, LLC | 0.00% | Add +8.9% | 1,512 | $163K |
| Turim 21 Investimentos Ltda. | 0.03% | No change | 1,514 | $163K |
| Quest 10 Wealth Builders, Inc. | 0.12% | No change | 1,482 | $159K |
| Hills Bank & Trust Co | 0.01% | Add +42.1% | 1,476 | $159K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Add +41.3% | 1,393 | $150K |
| AlphaCentric Advisors LLC | 0.12% | Add +4.7% | 1,284 | $138K |
| Financial Consulate, Inc. | 0.01% | Reduce -1.6% | 1,254 | $135K |
| DT Investment Partners, LLC | 0.01% | Add +53.5% | 1,231 | $132K |
| Bravera Wealth | 0.05% | No change | 1,226 | $132K |
| Realta Investment Advisors | 0.04% | Reduce -4.0% | 1,203 | $129K |
| Markowski Investments | 0.03% | — | 1,200 | $129K |
| Marathon Trading Investment Management LLC | 0.01% | No change | 1,200 | $129K |
| Bernard Wealth Management Corp. | 0.05% | Reduce -14.1% | 1,192 | $128K |
| Canton Hathaway, LLC | 0.02% | Add +490.0% | 1,180 | $127K |
| Elevated Capital Advisors, LLC | 0.03% | Add +5.1% | 1,117 | $120K |
| Howe & Rusling Inc. | 0.01% | Add +79.9% | 1,101 | $118K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -62.7% | 1,092 | $118K |
| McDonald Partners LLC | 0.03% | New | 1,077 | $116K |
| Gould Capital, LLC | 0.06% | No change | 1,073 | $115K |
| Valley National Advisers Inc. | 0.01% | Reduce -68.7% | 1,056 | $114K |
| Quent Capital, LLC | 0.01% | No change | 1,042 | $112K |
| Ni Acquisitions Company, LLC | 0.05% | — | 894 | $108K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.08% | No change | 1,000 | $108K |
| Napier Financial, LLC | 0.02% | No change | 988 | $106K |
| Integrity Financial Corp | 0.05% | No change | 985 | $106K |
| IMG Wealth Management, Inc. | 0.06% | Add +305.8% | 978 | $105K |
| Vanguard Advisers Inc. | 0.00% | Reduce -3.5% | 954 | $103K |
| Ancora Advisors LLC | 0.00% | Reduce -30.0% | 933 | $100K |
| Meramec Financial Planners, LLC | 0.04% | Add +35.1% | 946 | $100K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 900 | $97K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 871 | $94K |
| Godfrey Financial Associates, Inc. | 0.07% | No change | 861 | $93K |
| Atwood & Palmer Inc. | 0.00% | Add +0.8% | 853 | $92K |
| United Community Bank | 0.03% | No change | 800 | $86K |
| Angeles Investment Advisors, LLC | 0.01% | No change | 785 | $84K |
| SouthState Bank Corp | 0.00% | Reduce -1.5% | 767 | $83K |
| New Republic Capital, LLC | 0.02% | Reduce -8.5% | 739 | $79K |
| Motco | 0.01% | No change | 726 | $78K |
| Morris Financial Concepts, Inc. | 0.02% | Add +3.1% | 707 | $76K |
| Trust Co. of Toledo NA | 0.01% | Reduce -59.5% | 703 | $76K |
| Delta Asset Management LLC | 0.01% | No change | 670 | $72K |
| ESL Trust Services, LLC | 0.01% | No change | 660 | $71K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -7.3% | 651 | $70K |
| Mechanics Financial Corp | 0.02% | No change | 643 | $69K |
| Basepoint Wealth LLC | 0.04% | Add +0.8% | 643 | $69K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -59.2% | 607 | $65K |
| Oakmont Advisory Group, LLC | 0.05% | New | 571 | $61K |
| Richardson Financial Services Inc. | 0.03% | Reduce -19.5% | 554 | $60K |
| Triumph Capital Management | 0.01% | Add +20.9% | 538 | $58K |
| Indiana Trust & Investment Management Co | 0.02% | Reduce -79.3% | 522 | $56K |
| Pflug Koory, LLC | 0.02% | Add +0.6% | 513 | $55K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 510 | $55K |
| Advocate Investing Services LLC | 0.04% | New | 479 | $52K |
| GFS Advisors, LLC | 0.01% | Reduce -80.7% | 10,750 | $51K |
| Financial Network Wealth Advisors LLC | 0.05% | Add +0.2% | 470 | $51K |
| NBH Bank | 0.02% | — | 456 | $49K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -40.4% | 452 | $49K |
| LifeSteps Financial, Inc. | 0.02% | New | 448 | $48K |
| Register Financial Advisors LLC | 0.01% | Add +31.6% | 442 | $48K |
| Friedenthal Financial | 0.02% | No change | 429 | $46K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 425 | $46K |
| Horizon Financial Services, LLC | 0.02% | Add +5.0% | 420 | $45K |
| Harbor Asset Planning, Inc. | 0.03% | Add +0.7% | 418 | $45K |
| HFM Investment Advisors, LLC | 0.02% | Reduce -4.1% | 418 | $45K |
| Bfsg, LLC | 0.00% | Reduce -5.1% | 407 | $44K |
| S&T Bank | 0.01% | No change | 401 | $43K |
| Nemes Rush Group LLC | 0.00% | No change | 397 | $43K |
| Rice Partnership, LLC | 0.01% | Reduce -17.2% | 389 | $42K |
| Concord Wealth Partners | 0.00% | New | 388 | $42K |
| Bank of New Hampshire | 0.01% | New | 372 | $40K |
| Wilkerson Advisory Group LLC | 0.01% | No change | 363 | $39K |
| JDM Financial Group LLC | 0.01% | No change | 356 | $38K |
| First Bancorp, Inc | 0.02% | New | 355 | $38K |
| Nova Wealth Management, Inc. | 0.02% | New | 348 | $37K |
| Security National Bank of So Dak | 0.02% | New | 344 | $37K |
| Caitlin John, LLC | 0.02% | No change | 338 | $36K |
| Dunhill Financial, LLC | 0.01% | Add +31.1% | 333 | $36K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.3% | 329 | $35K |
| CNB Bank | 0.01% | No change | 300 | $32K |
| Asset Dedication, LLC | 0.00% | Add +0.7% | 300 | $32K |
| NorthAvenue LLC | 0.02% | Add +0.7% | 297 | $32K |
| Quaker Wealth Management, LLC | 0.01% | Add +71.0% | 289 | $31K |
| CENTRAL TRUST Co | 0.00% | Reduce -66.6% | 268 | $29K |
| Hollencrest Capital Management | 0.00% | No change | 253 | $27K |
| American Capital Advisory, LLC | 0.01% | No change | 250 | $27K |
| Providence Capital Advisors, LLC | 0.00% | No change | 235 | $25K |
| Chilton Capital Management LLC | 0.00% | Reduce -54.4% | 235 | $25K |
| Itau Unibanco Holding S.A. | 0.00% | Reduce -96.5% | 232 | $25K |
| Quantum Portfolio Management LLC | 0.01% | New | 227 | $24K |
| First PREMIER Bank | 0.00% | No change | 200 | $22K |
| Robinswood Financial LLC | 0.01% | No change | 202 | $22K |
| Anchor Bay Capital, Inc. | 0.01% | — | 200 | $21K |
| Hurley Capital, LLC | 0.01% | Add +1.1% | 179 | $19K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 172 | $19K |
| Montgomery Financial Services LLC | 0.02% | — | 170 | $18K |
| Measured Wealth Private Client Group, LLC | 0.00% | Reduce -90.2% | 169 | $18K |
| Roxbury Financial LLC | 0.01% | Add +0.6% | 161 | $17K |
| Y.D. More Investments Ltd | 0.00% | No change | 160 | $17K |
| Archer Investment Corp | 0.00% | Add +755.6% | 154 | $17K |
| Beacon Investment Advisory Services, Inc. | 0.00% | Add +9.7% | 147 | $16K |
| Red Reef Advisors LLC | 0.01% | No change | 147 | $16K |
| Holos Integrated Wealth LLC | 0.01% | No change | 144 | $15K |
| Investors Research Corp | 0.00% | No change | 139 | $15K |
| City State Bank | 0.00% | Add +605.6% | 127 | $14K |
| Westfuller Advisors, LLC | 0.01% | Add +0.8% | 126 | $14K |
| MTM Investment Management, LLC | 0.00% | Add +0.9% | 114 | $12K |
| Country Trust Bank | 0.00% | New | 108 | $12K |
| West Financial Advisors, LLC | 0.00% | Reduce -15.6% | 103 | $11K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 95 | $10K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -56.7% | 90 | $10K |
| Networth Advisors, LLC | 0.01% | No change | 92 | $10K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -17.9% | 87 | $9K |
| Anchor Investment Management, LLC | 0.00% | No change | 85 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -72.5% | 70 | $8K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 56 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 56 | $6K |
| Spurstone Advisory Services, LLC | 0.08% | Add +57.1% | 55 | $6K |
| SJS Investment Consulting Inc. | 0.00% | New | 51 | $5K |
| Horizon Kinetics Asset Management LLC | 0.00% | New | 50 | $5K |
| Sunrise Financial Services, LLC | 0.00% | No change | 45 | $5K |
| Midwest Capital Advisors, LLC | 0.00% | No change | 39 | $4K |
| Prosperity Bancshares Inc | 0.00% | New | 39 | $4K |
| Financial Management Professionals, Inc. | 0.00% | New | 39 | $4K |
| Chesapeake Asset Management LLC | 0.00% | Reduce -50.7% | 34 | $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 |
| Signature Equity Partners, LLC | 0.00% | Reduce -97.1% | 24 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 24 | $3K |
| CoreFirst Bank & Trust | 0.00% | Reduce -93.2% | 23 | $2K |
| Investment Counsel Co. of Nevada | 0.00% | New | 21 | $2K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -68.4% | 18 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -69.0% | 18 | $2K |
| Gables Capital Management Inc. | 0.00% | Add +1300.0% | 14 | $2K |
| Longview Financial Advisors LLC | 0.00% | No change | 13 | $1K |
| Lavaca Capital LLC | 0.00% | New | 10 | $1K |
| Millstone Evans Group, LLC | 0.00% | New | 9 | $969 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 7 | $753 |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -75.0% | 6 | $646 |
| Key Financial Inc | 0.00% | No change | 1 | $108 |
| Bear Mountain Capital, Inc. | 0.00% | Reduce -100.0% | 1 | $70 |
"% 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.