Holdings Channel
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Funds Holding MUB

On this page, we present all of the funds holding MUB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding MUB, with a link to that fund's top holdings. The next columns indicate the amount of MUB stock held by each of the funds holding MUB, followed by the MUB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1349 funds holding MUB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding MUB), click the fund name in the "Holder" column of the funds-holding-MUB table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE24,131,108$2,616,053 12/31/2023
     MUB24,131,108$2,616,053 12/31/2023
FMR LLC18,878,546$2,046,623 12/31/2023
     MUB18,878,546$2,046,623 12/31/2023
Envestnet Asset Management Inc.16,290,564$1,766,060 12/31/2023
     MUB16,290,564$1,766,060 12/31/2023
JPMorgan Chase & Co.10,816,557$1,172,623 12/31/2023
     MUB10,816,557$1,172,623 12/31/2023
Creative Planning10,677,645$1,157,564 12/31/2023
     MUB10,677,645$1,157,564 12/31/2023
Bank of New York Mellon Corp10,245,552$1,102,421 03/31/2024
     MUB10,245,552$1,102,421 03/31/2024
Betterment LLC9,762,968$1,058,403 12/31/2023
     MUB9,762,968$1,058,403 12/31/2023
Wealthfront Advisers LLC9,155,012$985,079 03/31/2024
     MUB9,155,012$985,079 03/31/2024
Charles Schwab Investment Advisory Inc.8,980,031$973,525 12/31/2023
     MUB8,980,031$973,525 12/31/2023
Wells Fargo & Company MN7,978,397$864,938 12/31/2023
     MUB7,978,397$864,938 12/31/2023
Morgan Stanley7,414,136$803,767 12/31/2023
     MUB7,414,136$803,767 12/31/2023
US Bancorp DE7,077,970$767,323 12/31/2023
     MUB7,077,970$767,323 12/31/2023
The PNC Financial Services Group Inc.6,231,317$675,537 12/31/2023
     MUB6,231,317$675,537 12/31/2023
Northwestern Mutual Wealth Management Co.6,225,777$674,936 12/31/2023
     MUB6,225,777$674,936 12/31/2023
Envestnet Portfolio Solutions Inc.5,911,962$640,916 12/31/2023
     MUB5,911,962$640,916 12/31/2023
LPL Financial LLC5,816,803$630,600 12/31/2023
     MUB5,816,803$630,600 12/31/2023
Jane Street Group LLC5,150,292$558,343 12/31/2023
     MUB5,150,292$558,343 12/31/2023
Mercer Global Advisors Inc. ADV4,477,304$485,384 12/31/2023
     MUB4,477,304$485,384 12/31/2023
Fisher Asset Management LLC4,046,529$438,684 12/31/2023
     MUB4,046,529$438,684 12/31/2023
TIAA Trust National Association3,997,298$433,347 12/31/2023
     MUB3,997,298$433,347 12/31/2023
Orgel Wealth Management LLC3,768,347$405,474 03/31/2024
     MUB3,768,347$405,474 03/31/2024
Sei Investments Co.3,172,582$343,942 12/31/2023
     MUB3,172,582$343,942 12/31/2023
First Citizens Bank & Trust Co.2,873,012$309,136 03/31/2024
     MUB2,873,012$309,136 03/31/2024
UBS Group AG2,815,520$305,231 12/31/2023
     MUB2,815,520$305,231 12/31/2023
Adviser Investments LLC2,729,275$295,881 12/31/2023
     MUB2,729,275$295,881 12/31/2023
Goldman Sachs Group Inc.2,722,357$295,131 12/31/2023
     MUB2,722,357$295,131 12/31/2023
BlackRock Inc.2,536,397$274,971 12/31/2023
     MUB2,536,397$274,971 12/31/2023
Commonwealth Equity Services LLC2,428,025$263,222 12/31/2023
     MUB2,428,025$263,222 12/31/2023
Assetmark Inc.2,029,034$219,968 12/31/2023
     MUB2,029,034$219,968 12/31/2023
Centiva Capital LP1,677,100$181,814 12/31/2023
     MUB1,677,100$181,814 12/31/2023
LMR Partners LLP $173,456 12/31/2023
     Call1,600,000$173,456 12/31/2023
MML Investors Services LLC1,500,005$162,616 12/31/2023
     MUB1,500,005$162,616 12/31/2023
Advisor Group Holdings Inc.1,460,221$158,317 12/31/2023
     MUB1,460,221$158,317 12/31/2023
Mariner LLC1,379,148$149,513 12/31/2023
     MUB1,379,148$149,513 12/31/2023
HighTower Advisors LLC1,358,205$147,235 12/31/2023
     MUB1,358,205$147,235 12/31/2023
Ameriprise Financial Inc.1,358,026$147,039 12/31/2023
     MUB1,358,026$147,039 12/31/2023
Signaturefd LLC1,342,931$145,587 12/31/2023
     MUB1,342,931$145,587 12/31/2023
D. E. Shaw & Co. Inc.1,297,800$140,694 12/31/2023
     MUB1,297,800$140,694 12/31/2023
Allstate Corp1,235,486$133,939 12/31/2023
     MUB1,235,486$133,939 12/31/2023
Choate Investment Advisors1,228,324$133,163 12/31/2023
     MUB1,228,324$133,163 12/31/2023
TFO TDC LLC1,164$126,189 12/31/2023
     MUB1,164$126,189 12/31/2023
Royal Bank of Canada1,158,723$125,618 12/31/2023
     MUB1,158,723$125,618 12/31/2023
Truist Financial Corp1,106,233$119,927 12/31/2023
     MUB1,106,233$119,927 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC1,091,634$118,344 12/31/2023
     MUB1,091,634$118,344 12/31/2023
EP Wealth Advisors LLC1,045,939$113,390 12/31/2023
     MUB1,045,939$113,390 12/31/2023
Sequoia Financial Advisors LLC1,040,254$112,774 12/31/2023
     MUB1,040,254$112,774 12/31/2023
Oxford Financial Group Ltd.974,409$105,636 12/31/2023
     MUB974,409$105,636 12/31/2023
Citigroup Inc.969,387$105,091 12/31/2023
     MUB969,387$105,091 12/31/2023
Jones Financial Companies Lllp967,734$104,912 12/31/2023
     MUB967,734$104,912 12/31/2023
Park Avenue Securities LLC951,272$102,357 03/31/2024
     MUB951,272$102,357 03/31/2024
Barclays PLC928,608$100,671 12/31/2023
     MUB928,608$100,671 12/31/2023
Citadel Advisors LLC $96,802 12/31/2023
     MUB1,698,326$184,116 12/31/2023
     Put805,800$87,357 12/31/2023
     Call400$43 12/31/2023
Avantax Advisory Services Inc.854,539$92,641 12/31/2023
     MUB854,539$92,641 12/31/2023
Ellevest Inc.838,769$90,931 12/31/2023
     MUB838,769$90,931 12/31/2023
CI Private Wealth LLC822,848$89,205 12/31/2023
     MUB822,848$89,205 12/31/2023
One Capital Management LLC804,562$87,223 12/31/2023
     MUB804,562$87,223 12/31/2023
Bessemer Group Inc.790,207$85,666 12/31/2023
     MUB790,207$85,666 12/31/2023
Price Capital Management Inc.736,060$79,796 12/31/2023
     MUB736,060$79,796 12/31/2023
Cerity Partners LLC710,775$77,055 12/31/2023
     MUB710,775$77,055 12/31/2023
Captrust Financial Advisors690,477$74,855 12/31/2023
     MUB690,477$74,855 12/31/2023
Cetera Advisor Networks LLC680,977$73,825 12/31/2023
     MUB680,977$73,825 12/31/2023
Renaissance Technologies LLC678,800$73,589 12/31/2023
     MUB678,800$73,589 12/31/2023
Raymond James Financial Services Advisors Inc.667,742$71,849 03/31/2024
     MUB667,742$71,849 03/31/2024
Cetera Investment Advisers662,349$71,805 12/31/2023
     MUB662,349$71,805 12/31/2023
Bank of Montreal Can647,853$70,299 12/31/2023
     MUB647,853$70,299 12/31/2023
Wealth Enhancement Advisory Services LLC651,629$70,115 03/31/2024
     MUB651,629$70,115 03/31/2024
Archetype Wealth Partners LLC635,272$68,870 12/31/2023
     MUB635,272$68,870 12/31/2023
United Capital Financial Advisers LLC633,621$68,691 12/31/2023
     MUB633,621$68,691 12/31/2023
Crestwood Advisors Group LLC623,950$67,642 12/31/2023
     MUB623,950$67,642 12/31/2023
AE Wealth Management LLC611,798$65,866 12/31/2023
     MUB611,798$65,866 12/31/2023
Prudential Financial Inc.594,695$64,471 12/31/2023
     MUB594,695$64,471 12/31/2023
Sontag Advisory LLC593,071$64,295 12/31/2023
     MUB593,071$64,295 12/31/2023
Coldstream Capital Management Inc.576,611$62,510 12/31/2023
     MUB576,611$62,510 12/31/2023
BKD Wealth Advisors LLC576,311$62,011 03/31/2024
     MUB576,311$62,011 03/31/2024
Prime Capital Investment Advisors LLC571,192$61,923 12/31/2023
     MUB571,192$61,923 12/31/2023
State of Wisconsin Investment Board557,900$60,482 12/31/2023
     MUB557,900$60,482 12/31/2023
Resources Investment Advisors LLC.556,005$60,277 12/31/2023
     MUB556,005$60,277 12/31/2023
Beacon Pointe Advisors LLC555,744$60,249 12/31/2023
     MUB555,744$60,249 12/31/2023
Stifel Financial Corp548,642$59,478 12/31/2023
     MUB548,642$59,478 12/31/2023
Orion Portfolio Solutions LLC544,298$59,029 12/31/2023
     MUB544,298$59,029 12/31/2023
M&T Bank Corp531,779$57,650 12/31/2023
     MUB531,779$57,650 12/31/2023
Zions Bancorporation N.A.529,415$57,394 12/31/2023
     MUB529,415$57,394 12/31/2023
Pathstone Holdings LLC504,498$54,693 12/31/2023
     MUB504,498$54,693 12/31/2023
Financial Engines Advisors L.L.C.502,829$54,512 12/31/2023
     MUB502,829$54,512 12/31/2023
Meeder Advisory Services Inc.492,778$53,422 12/31/2023
     MUB492,778$53,422 12/31/2023
Plante Moran Financial Advisors LLC484,957$52,574 12/31/2023
     MUB484,957$52,574 12/31/2023
CWM LLC455,562$49,018 03/31/2024
     MUB455,562$49,018 03/31/2024
Manning & Napier Group LLC440,878$47,437 03/31/2024
     MUB440,878$47,437 03/31/2024
Raymond James & Associates439,348$47,274 03/31/2024
     MUB439,348$47,274 03/31/2024
JFS Wealth Advisors LLC429,090$46,518 12/31/2023
     MUB429,090$46,518 12/31/2023
Foster Group Inc.411,392$44,266 03/31/2024
     MUB411,392$44,266 03/31/2024
Alliancebernstein L.P.402,161$43,598 12/31/2023
     MUB402,161$43,598 12/31/2023
OLD Mission Capital LLC396,051$42,936 12/31/2023
     MUB396,051$42,936 12/31/2023
Baird Financial Group Inc.392,086$42,506 12/31/2023
     MUB392,086$42,506 12/31/2023
Wealthcare Advisory Partners LLC393,903$42,384 03/31/2024
     MUB393,903$42,384 03/31/2024
Forum Financial Management LP390,549$42,339 12/31/2023
     MUB390,549$42,339 12/31/2023
Colony Group LLC377,070$40,878 12/31/2023
     MUB377,070$40,878 12/31/2023
Sofi Wealth LLC376,704$40,838 12/31/2023
     MUB376,704$40,838 12/31/2023
Rockefeller Capital Management L.P.369,847$40,095 12/31/2023
     MUB369,847$40,095 12/31/2023
Hsbc Holdings PLC368,841$39,986 12/31/2023
     MUB368,841$39,986 12/31/2023
Comerica Bank358,740$38,891 12/31/2023
     MUB358,740$38,891 12/31/2023
Johnson Financial Group Inc.346,970$37,615 12/31/2023
     MUB346,970$37,615 12/31/2023
Waldron Private Wealth LLC339,296$36,783 12/31/2023
     MUB339,296$36,783 12/31/2023
Nuveen Asset Management LLC331,467$35,934 12/31/2023
     MUB331,467$35,934 12/31/2023
Flow Traders U.S. LLC329,684$35,741 12/31/2023
     MUB329,684$35,741 12/31/2023
Morningstar Investment Services LLC320,602$34,782 12/31/2023
     MUB320,602$34,782 12/31/2023
Austin Private Wealth LLC323,276$34,500 03/31/2024
     MUB323,276$34,500 03/31/2024
Mosaic Advisors LLC319,533$34,382 03/31/2024
     MUB319,533$34,382 03/31/2024
Full Sail Capital LLC313,184$33,952 12/31/2023
     MUB313,184$33,952 12/31/2023
Lake Street Advisors Group LLC312,465$33,874 12/31/2023
     MUB312,465$33,874 12/31/2023
Thrivent Financial for Lutherans306,005$33,174 12/31/2023
     MUB306,005$33,174 12/31/2023
Nisa Investment Advisors LLC305,760$33,147 12/31/2023
     MUB305,760$33,147 12/31/2023
Cresset Asset Management LLC301,825$32,721 12/31/2023
     MUB301,825$32,721 12/31/2023
SNS Financial Group LLC299,752$32,253 03/31/2024
     MUB299,752$32,253 03/31/2024
G2 Capital Management LLC OH293,010$31,765 12/31/2023
     MUB293,010$31,765 12/31/2023
Sand Hill Global Advisors LLC283,715$30,758 12/31/2023
     MUB283,715$30,758 12/31/2023
Slow Capital Inc.281,710$30,312 03/31/2024
     MUB281,710$30,312 03/31/2024
Lutz Financial Services LLC270,829$29,361 12/31/2023
     MUB270,829$29,361 12/31/2023
Commerce Bank270,611$29,337 12/31/2023
     MUB270,611$29,337 12/31/2023
Huntington National Bank270,423$29,317 12/31/2023
     MUB270,423$29,317 12/31/2023
Equitable Holdings Inc.267,332$28,981 12/31/2023
     MUB267,332$28,981 12/31/2023
Global Strategic Investment Solutions LLC256,459$27,803 12/31/2023
     MUB256,459$27,803 12/31/2023
Cambridge Investment Research Advisors Inc.254,230$27,355 03/31/2024
     MUB254,230$27,355 03/31/2024
Meridian Wealth Partners LLC251,796$27,297 12/31/2023
     MUB251,796$27,297 12/31/2023
Dohj LLC251,794$27,093 03/31/2024
     MUB251,794$27,093 03/31/2024
Bailard Inc.248,340$26,923 12/31/2023
     MUB248,340$26,923 12/31/2023
Icon Wealth Advisors LLC246,862$26,762 12/31/2023
     MUB246,862$26,762 12/31/2023
Honkamp Krueger Financial Services Inc.245,924$26,661 12/31/2023
     MUB245,924$26,661 12/31/2023
Allworth Financial LP246,191$26,490 03/31/2024
     MUB246,191$26,490 03/31/2024
Capital Insight Partners LLC244,920$26,353 03/31/2024
     MUB244,920$26,353 03/31/2024
Soros Fund Management LLC241,400$26,170 12/31/2023
     MUB241,400$26,170 12/31/2023
Blue Chip Partners Inc.235,044$25,291 03/31/2024
     MUB235,044$25,291 03/31/2024
a16z Perennial Management L.P.228,554$25,012 12/31/2023
     MUB228,554$25,012 12/31/2023
Great Valley Advisor Group Inc.230,450$24,983 12/31/2023
     MUB230,450$24,983 12/31/2023
CSM Advisors LLC229,500$24,880 12/31/2023
     MUB229,500$24,880 12/31/2023
NSI Retail Advisors LLC229,500$24,880 12/31/2023
     MUB229,500$24,880 12/31/2023
Cardinal Point Capital Management ULC228,946$24,635 03/31/2024
     MUB228,946$24,635 03/31/2024
AlTi Global Inc.221,442$24,007 12/31/2023
     MUB221,442$24,007 12/31/2023
Retirement Investment Advisors Inc.221,409$24,003 12/31/2023
     MUB221,409$24,003 12/31/2023
Apella Capital LLC222,201$23,751 03/31/2024
     MUB222,201$23,751 03/31/2024
Mather Group LLC.218,275$23,663 03/31/2024
     MUB218,275$23,663 03/31/2024
First Citizens Asset Management Inc.204,592$23,605 12/31/2023
     MUB204,592$23,605 12/31/2023
Trust Co217,908$23,447 03/31/2024
     MUB217,908$23,447 03/31/2024
AMG National Trust Bank213,065$23,098 12/31/2023
     MUB213,065$23,098 12/31/2023
Regions Financial Corp210,662$22,667 03/31/2024
     MUB210,662$22,667 03/31/2024
Cahaba Wealth Management Inc.210,212$22,619 03/31/2024
     MUB210,212$22,619 03/31/2024
Kapitalo Investimentos Ltda $22,386 12/31/2023
     MUB206,515$22,388 12/31/2023
     Put40,000$2 12/31/2023
Facet Wealth Inc.205,310$22,139 12/31/2023
     MUB205,310$22,139 12/31/2023
Balentine LLC203,984$22,114 12/31/2023
     MUB203,984$22,114 12/31/2023
Asio Capital LLC205,312$22,092 03/31/2024
     MUB205,312$22,092 03/31/2024
McNamara Financial Services Inc.202,622$21,802 03/31/2024
     MUB202,622$21,802 03/31/2024
SageView Advisory Group LLC200,172$21,651 12/31/2023
     MUB200,172$21,651 12/31/2023
Wedmont Private Capital202,447$21,640 03/31/2024
     MUB202,447$21,640 03/31/2024
Integrated Wealth Concepts LLC196,671$21,321 12/31/2023
     MUB196,671$21,321 12/31/2023
Stratos Wealth Partners LTD.198,094$21,315 03/31/2024
     MUB198,094$21,315 03/31/2024
Cardinal Strategic Wealth Guidance197,958$21,300 03/31/2024
     MUB197,958$21,300 03/31/2024
Connectus Wealth LLC195,467$21,261 12/31/2023
     MUB195,467$21,261 12/31/2023
Aspiriant LLC196,225$21,114 03/31/2024
     MUB196,225$21,114 03/31/2024
Bear Mountain Capital Inc.196,870$20,939 03/31/2024
     MUB196,870$20,939 03/31/2024
RSM US Wealth Management LLC189,964$20,594 12/31/2023
     MUB189,964$20,594 12/31/2023
Citizens Financial Group Inc RI189,583$20,553 12/31/2023
     MUB189,583$20,553 12/31/2023
Clearwater Capital Advisors LLC186,555$20,224 12/31/2023
     MUB186,555$20,224 12/31/2023
Morton Brown Family Wealth LLC187,169$20,139 03/31/2024
     MUB187,169$20,139 03/31/2024
Alera Investment Advisors LLC182,796$19,817 12/31/2023
     MUB182,796$19,817 12/31/2023
Atria Wealth Solutions Inc.182,766$19,814 12/31/2023
     MUB182,766$19,814 12/31/2023
Ledyard National Bank181,677$19,696 12/31/2023
     MUB181,677$19,696 12/31/2023
Townsquare Capital LLC180,963$19,618 12/31/2023
     MUB180,963$19,618 12/31/2023
RTD Financial Advisors Inc.182,316$19,617 03/31/2024
     MUB182,316$19,617 03/31/2024
CX Institutional181,011$19,472 03/31/2024
     MUB181,011$19,472 03/31/2024
The Manufacturers Life Insurance Company 179,228$19,430 12/31/2023
     MUB179,228$19,430 12/31/2023
Schneider Downs Wealth Management Advisors LP178,679$19,371 12/31/2023
     MUB178,679$19,371 12/31/2023
Stage Harbor Financial LLC178,081$19,306 12/31/2023
     MUB178,081$19,306 12/31/2023
Vicus Capital176,598$19,002 03/31/2024
     MUB176,598$19,002 03/31/2024
Perigon Wealth Management LLC174,573$18,926 12/31/2023
     MUB174,573$18,926 12/31/2023
Wright Fund Managment LLC172,900$18,744 12/31/2023
     MUB172,900$18,744 12/31/2023
Boston Standard Wealth Management LLC173,925$18,714 03/31/2024
     MUB173,925$18,714 03/31/2024
Steward Partners Investment Advisory LLC170,563$18,491 12/31/2023
     MUB170,563$18,491 12/31/2023
Chesley Taft & Associates LLC168,386$18,118 03/31/2024
     MUB168,386$18,118 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC166,133$18,000 12/31/2023
     MUB166,133$18,000 12/31/2023
Ally Invest Advisors Inc.165,000$17,888 12/31/2023
     MUB165,000$17,888 12/31/2023
Lebenthal Global Advisors LLC164,400$17,823 12/31/2023
     MUB164,400$17,823 12/31/2023
Fragasso Group Inc.165,250$17,781 03/31/2024
     MUB165,250$17,781 03/31/2024
Capital Analysts LLC163,670$17,743 12/31/2023
     MUB163,670$17,743 12/31/2023
Symmetry Partners LLC161,669$17,396 03/31/2024
     MUB161,669$17,396 03/31/2024
Lincoln National Corp158,361$17,168 12/31/2023
     MUB158,361$17,168 12/31/2023
Regimen Wealth LLC156,454$16,961 12/31/2023
     MUB156,454$16,961 12/31/2023
Capital Asset Advisory Services LLC159,165$16,942 03/31/2024
     MUB159,165$16,942 03/31/2024
First Financial Bank Trust Division157,363$16,932 03/31/2024
     MUB157,363$16,932 03/31/2024
Quotient Wealth Partners LLC155,486$16,856 12/31/2023
     MUB155,486$16,856 12/31/2023
Wesbanco Bank Inc.156,005$16,786 03/31/2024
     MUB156,005$16,786 03/31/2024
Deutsche Bank AG153,205$16,609 12/31/2023
     MUB153,205$16,609 12/31/2023
FUKOKU MUTUAL LIFE INSURANCE Co153,000$16,587 12/31/2023
     MUB153,000$16,587 12/31/2023
Leonard Rickey Investment Advisors P.L.L.C.153,563$16,523 03/31/2024
     MUB153,563$16,523 03/31/2024
Modera Wealth Management LLC151,500$16,424 12/31/2023
     MUB151,500$16,424 12/31/2023
Salomon & Ludwin LLC159,800$16,386 12/31/2023
     MUB159,800$16,386 12/31/2023
Putnam FL Investment Management Co.149,942$16,255 12/31/2023
     MUB149,942$16,255 12/31/2023
Alesco Advisors LLC149,481$16,205 12/31/2023
     MUB149,481$16,205 12/31/2023
Parkside Investments LLC149,900$16,129 03/31/2024
     MUB149,900$16,129 03/31/2024
Elm Partners Management LLC148,490$16,098 12/31/2023
     MUB148,490$16,098 12/31/2023
Stairway Partners LLC147,809$15,904 03/31/2024
     MUB147,809$15,904 03/31/2024
Cetera Advisors LLC144,038$15,615 12/31/2023
     MUB144,038$15,615 12/31/2023
APCM Wealth Management for Individuals144,034$15,498 03/31/2024
     MUB144,034$15,498 03/31/2024
Diversified Portfolios Inc.142,927$15,495 12/31/2023
     MUB142,927$15,495 12/31/2023
Lido Advisors LLC142,411$15,439 12/31/2023
     MUB142,411$15,439 12/31/2023
BNP Paribas Arbitrage SA142,320$15,429 12/31/2023
     MUB142,320$15,429 12/31/2023
SigFig Wealth Management LLC141,778$15,366 12/31/2023
     MUB141,778$15,366 12/31/2023
Moss Adams Wealth Advisors LLC141,638$15,355 12/31/2023
     MUB141,638$15,355 12/31/2023
HBC Financial Services PLLC138,116$14,973 12/31/2023
     MUB138,116$14,973 12/31/2023
Cullen Frost Bankers Inc.135,731$14,715 12/31/2023
     MUB135,731$14,715 12/31/2023
Calamos Wealth Management LLC131,880$14,297 12/31/2023
     MUB131,880$14,297 12/31/2023
Franklin Resources Inc.131,836$14,292 12/31/2023
     MUB131,836$14,292 12/31/2023
Natixis Advisors L.P.132,038$14,207 03/31/2024
     MUB132,038$14,207 03/31/2024
Axxcess Wealth Management LLC130,602$14,159 12/31/2023
     MUB130,602$14,159 12/31/2023
RMR Wealth Builders130,490$14,041 03/31/2024
     MUB130,490$14,041 03/31/2024
Apollon Wealth Management LLC128,151$13,893 12/31/2023
     MUB128,151$13,893 12/31/2023
Granite Bay Wealth Management LLC132,300$13,826 12/31/2023
     MUB132,300$13,826 12/31/2023
Single Point Partners LLC127,881$13,760 03/31/2024
     MUB127,881$13,760 03/31/2024
Farther Finance Advisors LLC124,955$13,546 12/31/2023
     MUB124,955$13,546 12/31/2023
Kestra Advisory Services LLC123,524$13,391 12/31/2023
     MUB123,524$13,391 12/31/2023
Liquid Strategies LLC121,739$13,198 12/31/2023
     MUB121,739$13,198 12/31/2023
Private Advisor Group LLC121,703$13,194 12/31/2023
     MUB121,703$13,194 12/31/2023
Fort Point Capital Partners LLC121,401$13,161 12/31/2023
     MUB121,401$13,161 12/31/2023
Capstone Investment Advisors LLC121,001$13,118 12/31/2023
     MUB121,001$13,118 12/31/2023
McKinley Carter Wealth Services Inc.120,658$12,983 03/31/2024
     MUB120,658$12,983 03/31/2024
Advisory Services Network LLC117,954$12,787 12/31/2023
     MUB117,954$12,787 12/31/2023
Towercrest Capital Management117,879$12,779 12/31/2023
     MUB117,879$12,779 12/31/2023
Unique Wealth LLC117,204$12,611 03/31/2024
     MUB117,204$12,611 03/31/2024
David Loasby116,678$12,609 12/31/2023
     MUB116,678$12,609 12/31/2023
BTC Capital Management Inc.116,481$12,533 03/31/2024
     MUB116,481$12,533 03/31/2024
Kingdom Financial Group LLC.114,849$12,451 12/31/2023
     MUB114,849$12,451 12/31/2023
Revolve Wealth Partners LLC114,983$12,372 03/31/2024
     MUB114,983$12,372 03/31/2024
Balyasny Asset Management LLC113,669$12,323 12/31/2023
     MUB113,669$12,323 12/31/2023
Rinkey Investments110,784$12,010 12/31/2023
     MUB110,784$12,010 12/31/2023
Alley Investment Management Company LLC110,779$12,010 12/31/2023
     MUB110,779$12,010 12/31/2023
Buckingham Strategic Wealth LLC110,167$11,943 12/31/2023
     MUB110,167$11,943 12/31/2023
Fiduciary Trust Co.109,114$11,829 12/31/2023
     MUB109,114$11,829 12/31/2023
One Wealth Advisors LLC109,724$11,806 03/31/2024
     MUB109,724$11,806 03/31/2024
Seaside Wealth Management Inc.108,670$11,693 03/31/2024
     MUB108,670$11,693 03/31/2024
Baron Silver Stevens Financial Advisors LLC104,198$11,296 12/31/2023
     MUB104,198$11,296 12/31/2023
Boston Private Wealth LLC104,172$11,293 12/31/2023
     MUB104,172$11,293 12/31/2023
Heartwood Wealth Advisors LLC103,917$11,181 03/31/2024
     MUB103,917$11,181 03/31/2024
Wealthsource Partners LLC102,254$11,085 12/31/2023
     MUB102,254$11,085 12/31/2023
Savant Capital LLC101,699$11,025 12/31/2023
     MUB101,699$11,025 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC99,634$10,801 12/31/2023
     MUB99,634$10,801 12/31/2023
Brooklyn FI LLC100,104$10,771 03/31/2024
     MUB100,104$10,771 03/31/2024
Skyline Advisors Inc.98,318$10,579 03/31/2024
     MUB98,318$10,579 03/31/2024
Brown Advisory Inc.97,609$10,503 03/31/2024
     MUB97,609$10,503 03/31/2024
Orin Green Financial LLC96,382$10,449 12/31/2023
     MUB96,382$10,449 12/31/2023
Fifth Third Bancorp96,787$10,414 03/31/2024
     MUB96,787$10,414 03/31/2024
Cook Wealth Management Group LLC96,805$10,408 12/31/2023
     MUB96,805$10,408 12/31/2023
Horizon Investments LLC95,477$10,326 12/31/2023
     MUB95,477$10,326 12/31/2023
Freestone Capital Holdings LLC94,013$10,192 12/31/2023
     MUB94,013$10,192 12/31/2023
Brown Wealth Management LLC93,712$10,159 12/31/2023
     MUB93,712$10,159 12/31/2023
Janney Montgomery Scott LLC93,652$10,153 12/31/2023
     MUB93,652$10,153 12/31/2023
Founders Financial Securities LLC93,903$10,104 03/31/2024
     MUB93,903$10,104 03/31/2024
Avenue 1 Advisors LLC93,712$10,083 03/31/2024
     MUB93,712$10,083 03/31/2024
Atria Investments LLC92,536$10,032 12/31/2023
     MUB92,536$10,032 12/31/2023
Apeiron RIA LLC92,111$9,911 03/31/2024
     MUB92,111$9,911 03/31/2024
German American Bancorp Inc.91,284$9,896 12/31/2023
     MUB91,284$9,896 12/31/2023
Dynamic Advisor Solutions LLC91,933$9,892 03/31/2024
     MUB91,933$9,892 03/31/2024
Girard Partners LTD.90,643$9,827 12/31/2023
     MUB90,643$9,827 12/31/2023
Warren Averett Asset Management LLC90,372$9,797 12/31/2023
     MUB90,372$9,797 12/31/2023
Green Square Capital Advisors LLC89,734$9,728 12/31/2023
     MUB89,734$9,728 12/31/2023
Opus Capital Group LLC88,990$9,575 03/31/2024
     MUB88,990$9,575 03/31/2024
25 LLC88,054$9,475 03/31/2024
     MUB88,054$9,475 03/31/2024
Harbor Group Inc.87,896$9,458 03/31/2024
     MUB87,896$9,458 03/31/2024
Proequities Inc.86,397$9,366 12/31/2023
     MUB86,397$9,366 12/31/2023
Wade G W & Inc.85,886$9,311 12/31/2023
     MUB85,886$9,311 12/31/2023
O Shaughnessy Asset Management LLC85,715$9,292 12/31/2023
     MUB85,715$9,292 12/31/2023
Ironwood Wealth Management LLC.86,308$9,287 03/31/2024
     MUB86,308$9,287 03/31/2024
Smith & Howard Wealth Management LLC86,228$9,278 03/31/2024
     MUB86,228$9,278 03/31/2024
Dakota Wealth Management85,880$9,241 03/31/2024
     MUB85,880$9,241 03/31/2024
Private Wealth Management Group LLC85,192$9,236 12/31/2023
     MUB85,192$9,236 12/31/2023
Catalyst Financial Partners LLC86,518$9,202 03/31/2024
     MUB86,518$9,202 03/31/2024
Simplicity Wealth LLC84,750$9,119 03/31/2024
     MUB84,750$9,119 03/31/2024
Lazard Asset Management LLC84,112$9,118 12/31/2023
     MUB84,112$9,118 12/31/2023
GYL Financial Synergies LLC82,912$8,988 12/31/2023
     MUB82,912$8,988 12/31/2023
Resonant Capital Advisors LLC82,901$8,987 12/31/2023
     MUB82,901$8,987 12/31/2023
Hengehold Capital Management LLC83,180$8,950 03/31/2024
     MUB83,180$8,950 03/31/2024
Weitzel Financial Services Inc.83,512$8,941 03/31/2024
     MUB83,512$8,941 03/31/2024
Lindenwold Advisors82,463$8,940 12/31/2023
     MUB82,463$8,940 12/31/2023
Retirement Capital Strategies82,436$8,937 12/31/2023
     MUB82,436$8,937 12/31/2023
Baystate Wealth Management LLC82,343$8,927 12/31/2023
     MUB82,343$8,927 12/31/2023
Kowal Investment Group LLC82,157$8,840 03/31/2024
     MUB82,157$8,840 03/31/2024
Stephens Consulting LLC81,681$8,789 03/31/2024
     MUB81,681$8,789 03/31/2024
ADE LLC81,202$8,737 03/31/2024
     MUB81,202$8,737 03/31/2024
Ausdal Financial Partners Inc.80,429$8,654 03/31/2024
     MUB80,429$8,654 03/31/2024
Ackerman Capital Advisors LLC80,353$8,646 03/31/2024
     MUB80,353$8,646 03/31/2024
Manhattan West Asset Management LLC79,318$8,599 12/31/2023
     MUB79,318$8,599 12/31/2023
Brandywine Oak Private Wealth LLC78,939$8,558 12/31/2023
     MUB78,939$8,558 12/31/2023
PDS Planning Inc78,286$8,487 12/31/2023
     MUB78,286$8,487 12/31/2023
GWM Advisors LLC78,204$8,428 12/31/2023
     MUB78,204$8,428 12/31/2023
First Horizon Advisors Inc.77,683$8,359 03/31/2024
     MUB77,683$8,359 03/31/2024
Clarius Group LLC77,372$8,325 03/31/2024
     MUB77,372$8,325 03/31/2024
Private Ocean LLC76,414$8,222 03/31/2024
     MUB76,414$8,222 03/31/2024
Legacy Private Trust Co.75,880$8,165 03/31/2024
     MUB75,880$8,165 03/31/2024
Hancock Whitney Corp75,251$8,158 12/31/2023
     MUB75,251$8,158 12/31/2023
Brookstone Capital Management74,816$8,050 03/31/2024
     MUB74,816$8,050 03/31/2024
Oakwell Private Wealth Management LLC74,535$8,020 03/31/2024
     MUB74,535$8,020 03/31/2024
Aquire Wealth Advisors LLC73,349$7,952 12/31/2023
     MUB73,349$7,952 12/31/2023
Conservest Capital Advisors Inc.72,857$7,898 12/31/2023
     MUB72,857$7,898 12/31/2023
Platte River Wealth Advisors LLC73,037$7,859 03/31/2024
     MUB73,037$7,859 03/31/2024
North Star Investment Management Corp.72,421$7,851 12/31/2023
     MUB72,421$7,851 12/31/2023
RFG Advisory LLC72,727$7,825 03/31/2024
     MUB72,727$7,825 03/31/2024
Burt Wealth Advisors72,541$7,805 03/31/2024
     MUB72,541$7,805 03/31/2024
Davidson Investment Advisors70,719$7,667 12/31/2023
     MUB70,719$7,667 12/31/2023
Clarity Asset Management Inc.70,637$7,658 12/31/2023
     MUB70,637$7,658 12/31/2023
WealthShield Partners LLC70,388$7,631 12/31/2023
     MUB70,388$7,631 12/31/2023
Regal Investment Advisors LLC70,352$7,627 12/31/2023
     MUB70,352$7,627 12/31/2023
Kayne Anderson Rudnick Investment Management LLC70,162$7,607 12/31/2023
     MUB70,162$7,607 12/31/2023
Crewe Advisors LLC69,419$7,526 12/31/2023
     MUB69,419$7,526 12/31/2023
Okabena Investment Services Inc.69,390$7,523 12/31/2023
     MUB69,390$7,523 12/31/2023
Bromfield Sneider Wealth Advisors68,671$7,389 03/31/2024
     MUB68,671$7,389 03/31/2024
Moller Financial Services68,664$7,388 03/31/2024
     MUB68,664$7,388 03/31/2024
Sigma Planning Corp67,934$7,365 12/31/2023
     MUB67,934$7,365 12/31/2023
Bragg Financial Advisors Inc66,377$7,196 12/31/2023
     MUB66,377$7,196 12/31/2023
Raub Brock Capital Management LP66,530$7,159 03/31/2024
     MUB66,530$7,159 03/31/2024
Focus Financial Network Inc. ADV66,009$7,156 12/31/2023
     MUB66,009$7,156 12/31/2023
One Wealth Management Investment & Advisory Services LLC65,770$7,130 12/31/2023
     MUB65,770$7,130 12/31/2023
Integrated Advisors Network LLC65,440$7,094 12/31/2023
     MUB65,440$7,094 12/31/2023
GenTrust LLC65,770$7,077 03/31/2024
     MUB65,770$7,077 03/31/2024
Trinity Wealth Management LLC65,491$7,047 03/31/2024
     MUB65,491$7,047 03/31/2024
Clark Capital Management Group Inc.64,609$7,004 12/31/2023
     MUB64,609$7,004 12/31/2023
Creative Financial Designs Inc. ADV64,079$6,947 12/31/2023
     MUB64,079$6,947 12/31/2023
Mayflower Financial Advisors LLC64,018$6,940 12/31/2023
     MUB64,018$6,940 12/31/2023
First National Trust Co64,407$6,930 03/31/2024
     MUB64,407$6,930 03/31/2024
Ameritas Investment Partners Inc.63,506$6,885 12/31/2023
     MUB63,506$6,885 12/31/2023
Northeast Financial Group Inc.63,600$6,843 03/31/2024
     MUB63,600$6,843 03/31/2024
JNB Advisors LLC63,090$6,840 12/31/2023
     MUB63,090$6,840 12/31/2023
Laird Norton Trust Company LLC62,833$6,812 12/31/2023
     MUB62,833$6,812 12/31/2023
Capital Investment Services of America Inc.62,754$6,803 12/31/2023
     MUB62,754$6,803 12/31/2023
Equita Financial Network Inc.62,336$6,758 12/31/2023
     MUB62,336$6,758 12/31/2023
Foster & Motley Inc.62,280$6,701 03/31/2024
     MUB62,280$6,701 03/31/2024
Connecticut Wealth Management LLC61,548$6,672 12/31/2023
     MUB61,548$6,672 12/31/2023
RFP Financial Group LLC61,544$6,672 12/31/2023
     MUB61,544$6,672 12/31/2023
Waterford Advisors LLC61,433$6,660 12/31/2023
     MUB61,433$6,660 12/31/2023
Focus Financial Network Inc.61,629$6,557 03/31/2024
     MUB61,629$6,557 03/31/2024
Traveka Wealth LLC60,346$6,493 03/31/2024
     MUB60,346$6,493 03/31/2024
Bartlett & Co. LLC59,749$6,482 12/31/2023
     MUB59,749$6,482 12/31/2023
Bartlett & CO. Wealth Management LLC59,749$6,482 12/31/2023
     MUB59,749$6,482 12/31/2023
Opal Wealth Advisors LLC60,159$6,473 03/31/2024
     MUB60,159$6,473 03/31/2024
Robertson Stephens Wealth Management LLC59,564$6,457 12/31/2023
     MUB59,564$6,457 12/31/2023
Aua Capital Management LLC59,774$6,432 03/31/2024
     MUB59,774$6,432 03/31/2024
Legacy Financial Strategies LLC59,640$6,417 03/31/2024
     MUB59,640$6,417 03/31/2024
Strategic Blueprint LLC59,340$6,385 03/31/2024
     MUB59,340$6,385 03/31/2024
Garrett Investment Advisors LLC59,296$6,380 03/31/2024
     MUB59,296$6,380 03/31/2024
Synovus Financial Corp58,769$6,371 12/31/2023
     MUB58,769$6,371 12/31/2023
Fulton Breakefield Broenniman LLC58,654$6,359 12/31/2023
     MUB58,654$6,359 12/31/2023
ST Germain D J Co. Inc.58,855$6,333 03/31/2024
     MUB58,855$6,333 03/31/2024
Kestra Private Wealth Services LLC58,354$6,326 12/31/2023
     MUB58,354$6,326 12/31/2023
Phillips Financial Management LLC58,769$6,324 03/31/2024
     MUB58,769$6,324 03/31/2024
Empirical Financial Services LLC d.b.a. Empirical Wealth Management58,086$6,297 12/31/2023
     MUB58,086$6,297 12/31/2023
Wealthcare Capital Management LLC58,184$6,261 03/31/2024
     MUB58,184$6,261 03/31/2024
GAMMA Investing LLC57,714$6,210 03/31/2024
     MUB57,714$6,210 03/31/2024
Global Wealth Strategies & Associates57,702$6,209 03/31/2024
     MUB57,702$6,209 03/31/2024
Alhambra Investment Partners LLC57,018$6,135 03/31/2024
     MUB57,018$6,135 03/31/2024
Arkansas Financial Group Inc.56,795$6,111 03/31/2024
     MUB56,795$6,111 03/31/2024
Alliance Wealth Management Group55,526$6,020 12/31/2023
     MUB55,526$6,020 12/31/2023
Granby Capital Management LLC55,000$5,963 12/31/2023
     MUB55,000$5,963 12/31/2023
Gerber Kawasaki Wealth & Investment Management54,875$5,949 12/31/2023
     MUB54,875$5,949 12/31/2023
Albion Financial Group UT54,940$5,912 03/31/2024
     MUB54,940$5,912 03/31/2024
McAdam LLC54,860$5,903 03/31/2024
     MUB54,860$5,903 03/31/2024
Hirtle Callaghan & Co LLC53,915$5,845 12/31/2023
     MUB53,915$5,845 12/31/2023
Grove Bank & Trust53,631$5,814 12/31/2023
     MUB53,631$5,814 12/31/2023
Charles Schwab Investment Management Inc.53,285$5,777 12/31/2023
     MUB53,285$5,777 12/31/2023
Aveo Capital Partners LLC53,117$5,758 12/31/2023
     MUB53,117$5,758 12/31/2023
Lpwm LLC53,394$5,668 03/31/2024
     MUB53,394$5,668 03/31/2024
Per Stirling Capital Management LLC.51,940$5,631 12/31/2023
     MUB51,940$5,631 12/31/2023
Financial Life Advisors52,232$5,620 03/31/2024
     MUB52,232$5,620 03/31/2024
Dfpg Investments LLC51,794$5,610 12/31/2023
     MUB51,794$5,610 12/31/2023
NewSquare Capital LLC51,319$5,563 12/31/2023
     MUB51,319$5,563 12/31/2023
Precedent Wealth Partners LLC51,040$5,492 03/31/2024
     MUB51,040$5,492 03/31/2024
Galvin Gaustad & Stein LLC51,017$5,489 03/31/2024
     MUB51,017$5,489 03/31/2024
Granite Harbor Advisors Inc.50,430$5,467 12/31/2023
     MUB50,430$5,467 12/31/2023
TD Capital Management LLC50,171$5,439 12/31/2023
     MUB50,171$5,439 12/31/2023
Patriot Investment Management Inc.50,204$5,402 03/31/2024
     MUB50,204$5,402 03/31/2024
TNF LLC50,624$5,388 03/31/2024
     MUB50,624$5,388 03/31/2024
Acropolis Investment Management LLC49,790$5,357 03/31/2024
     MUB49,790$5,357 03/31/2024
High Falls Advisors Inc48,168$5,222 12/31/2023
     MUB48,168$5,222 12/31/2023
Valmark Advisers Inc.47,908$5,194 12/31/2023
     MUB47,908$5,194 12/31/2023
Vannoy Advisory Group Inc.47,847$5,187 12/31/2023
     MUB47,847$5,187 12/31/2023
Curbstone Financial Management Corp47,892$5,153 03/31/2024
     MUB47,892$5,153 03/31/2024
Clifford Group LLC47,183$5,115 12/31/2023
     MUB47,183$5,115 12/31/2023
Stephens Inc. AR46,922$5,087 12/31/2023
     MUB46,922$5,087 12/31/2023
Exchange Bank47,189$5,078 03/31/2024
     MUB47,189$5,078 03/31/2024
Meeder Asset Management Inc.46,827$5,077 12/31/2023
     MUB46,827$5,077 12/31/2023
Peapack Gladstone Financial Corp46,687$5,061 12/31/2023
     MUB46,687$5,061 12/31/2023
IMPACTfolio LLC46,655$5,020 03/31/2024
     MUB46,655$5,020 03/31/2024
Wealth Management Resources Inc.46,219$4,973 03/31/2024
     MUB46,219$4,973 03/31/2024
Hassell Wealth Management LLC45,589$4,931 12/31/2023
     MUB45,589$4,931 12/31/2023
STA Wealth Management LLC44,773$4,854 12/31/2023
     MUB44,773$4,854 12/31/2023
Kingsview Wealth Management LLC44,214$4,793 12/31/2023
     MUB44,214$4,793 12/31/2023
Sawtooth Solutions LLC44,131$4,784 12/31/2023
     MUB44,131$4,784 12/31/2023
Alpha Financial Partners LLC43,787$4,747 12/31/2023
     MUB43,787$4,747 12/31/2023
Invenio Wealth Partners LLC43,245$4,688 12/31/2023
     MUB43,245$4,688 12/31/2023
Presilium Private Wealth LLC43,023$4,664 12/31/2023
     MUB43,023$4,664 12/31/2023
Raymond James Trust N.A.43,260$4,655 03/31/2024
     MUB43,260$4,655 03/31/2024
Country Trust Bank43,200$4,648 03/31/2024
     MUB43,200$4,648 03/31/2024
Joseph Group Capital Management41,078$4,453 12/31/2023
     MUB41,078$4,453 12/31/2023
Chicago Partners Investment Group LLC41,781$4,451 03/31/2024
     MUB41,781$4,451 03/31/2024
Sheets Smith Wealth Management40,996$4,444 12/31/2023
     MUB40,996$4,444 12/31/2023
Keebeck Wealth Management LLC40,810$4,424 12/31/2023
     MUB40,810$4,424 12/31/2023
Kovitz Investment Group Partners LLC40,715$4,414 12/31/2023
     MUB40,715$4,414 12/31/2023
Detalus Advisors LLC40,694$4,379 03/31/2024
     MUB40,694$4,379 03/31/2024
Power Wealth Management LLC39,470$4,279 12/31/2023
     MUB39,470$4,279 12/31/2023
Taylor Cottrill Erickson & Associates Inc.38,710$4,197 12/31/2023
     MUB38,710$4,197 12/31/2023
SevenBridge Financial Group LLC38,512$4,175 12/31/2023
     MUB38,512$4,175 12/31/2023
Motive Wealth Advisors38,159$4,137 12/31/2023
     MUB38,159$4,137 12/31/2023
Allspring Global Investments Holdings LLC38,370$4,129 03/31/2024
     MUB38,370$4,129 03/31/2024
Financial Insights Inc.37,926$4,081 03/31/2024
     MUB37,926$4,081 03/31/2024
Pure Financial Advisors Inc.37,711$4,058 03/31/2024
     MUB37,711$4,058 03/31/2024
Johnson Bixby & Associates LLC37,428$4,027 03/31/2024
     MUB37,428$4,027 03/31/2024
Biltmore Family Office LLC37,023$4,014 12/31/2023
     MUB37,023$4,014 12/31/2023
MidWestOne Financial Group Inc.36,685$3,977 12/31/2023
     MUB36,685$3,977 12/31/2023
Exencial Wealth Advisors LLC36,008$3,904 12/31/2023
     MUB36,008$3,904 12/31/2023
SWS Partners35,642$3,864 12/31/2023
     MUB35,642$3,864 12/31/2023
Proathlete Wealth Management LLC35,397$3,837 12/31/2023
     MUB35,397$3,837 12/31/2023
Investment Management Associates Inc. ADV35,317$3,829 12/31/2023
     MUB35,317$3,829 12/31/2023
Smallwood Wealth Investment Management LLC35,443$3,814 03/31/2024
     MUB35,443$3,814 03/31/2024
Zhang Financial LLC35,227$3,790 03/31/2024
     MUB35,227$3,790 03/31/2024
ONE Advisory Partners LLC35,215$3,789 03/31/2024
     MUB35,215$3,789 03/31/2024
Stratos Wealth Advisors LLC35,109$3,778 03/31/2024
     MUB35,109$3,778 03/31/2024
Eagle Rock Investment Company LLC34,894$3,755 03/31/2024
     MUB34,894$3,755 03/31/2024
Myecfo LLC34,803$3,745 03/31/2024
     MUB34,803$3,745 03/31/2024
My Legacy Advisors LLC34,420$3,737 12/31/2023
     MUB34,420$3,737 12/31/2023
Tobias Financial Advisors Inc.34,369$3,726 12/31/2023
     MUB34,369$3,726 12/31/2023
Charles Schwab Trust Co34,572$3,720 03/31/2024
     MUB34,572$3,720 03/31/2024
Lowe Brockenbrough & Co. Inc.34,190$3,707 12/31/2023
     MUB34,190$3,707 12/31/2023
AIFG Consultants Ltd.34,121$3,699 12/31/2023
     MUB34,121$3,699 12/31/2023
D L Carlson Investment Group Inc.34,221$3,696 12/31/2023
     MUB34,221$3,696 12/31/2023
Relative Value Partners Group LLC34,076$3,694 12/31/2023
     MUB34,076$3,694 12/31/2023
Vise Technologies Inc.34,055$3,692 12/31/2023
     MUB34,055$3,692 12/31/2023
Wunderlich Capital Managemnt34,043$3,691 12/31/2023
     MUB34,043$3,691 12/31/2023
Capital Advisors Wealth Management LLC34,177$3,677 03/31/2024
     MUB34,177$3,677 03/31/2024
Patton Albertson Miller Group LLC33,957$3,654 03/31/2024
     MUB33,957$3,654 03/31/2024
Hudock Inc.33,694$3,653 12/31/2023
     MUB33,694$3,653 12/31/2023
Sowell Financial Services LLC33,695$3,653 12/31/2023
     MUB33,695$3,653 12/31/2023
Miracle Mile Advisors LLC33,635$3,619 03/31/2024
     MUB33,635$3,619 03/31/2024
Whittier Trust Co. of Nevada Inc.33,330$3,613 12/31/2023
     MUB33,330$3,613 12/31/2023
Dravo Bay LLC33,059$3,584 12/31/2023
     MUB33,059$3,584 12/31/2023
Provence Wealth Management Group32,973$3,575 12/31/2023
     MUB32,973$3,575 12/31/2023
Steel Peak Wealth Management LLC33,052$3,556 03/31/2024
     MUB33,052$3,556 03/31/2024
Mount Yale Investment Advisors LLC32,692$3,544 12/31/2023
     MUB32,692$3,544 12/31/2023
Summit Financial LLC32,893$3,539 03/31/2024
     MUB32,893$3,539 03/31/2024
Colton Groome Financial Advisors LLC32,805$3,530 03/31/2024
     MUB32,805$3,530 03/31/2024
Principal Securities Inc.32,470$3,520 12/31/2023
     MUB32,470$3,520 12/31/2023
CWA Asset Management Group LLC32,377$3,510 12/31/2023
     MUB32,377$3,510 12/31/2023
Hennion & Walsh Asset Management Inc.32,577$3,505 03/31/2024
     MUB32,577$3,505 03/31/2024
Naples Global Advisors LLC32,313$3,503 12/31/2023
     MUB32,313$3,503 12/31/2023
TBH Global Asset Management LLC32,299$3,502 12/31/2023
     MUB32,299$3,502 12/31/2023
Mission Wealth Management LP32,249$3,496 12/31/2023
     MUB32,249$3,496 12/31/2023
Keybank National Association OH31,911$3,459 12/31/2023
     MUB31,911$3,459 12/31/2023
True Vision MN LLC31,905$3,459 12/31/2023
     MUB31,905$3,459 12/31/2023
Investment Partners LTD.31,840$3,426 03/31/2024
     MUB31,840$3,426 03/31/2024
Insight Wealth Strategies LLC31,831$3,425 03/31/2024
     MUB31,831$3,425 03/31/2024
Financial Advocates Investment Management31,805$3,420 12/31/2023
     MUB31,805$3,420 12/31/2023
Strategies Wealth Advisors LLC31,647$3,405 03/31/2024
     MUB31,647$3,405 03/31/2024
Crabel Capital Management LLC31,368$3,401 12/31/2023
     MUB31,368$3,401 12/31/2023
Financial Counselors Inc.31,207$3,383 12/31/2023
     MUB31,207$3,383 12/31/2023
ORG Partners LLC31,082$3,370 12/31/2023
     MUB31,082$3,370 12/31/2023
WealthCollab LLC30,981$3,359 12/31/2023
     MUB30,981$3,359 12/31/2023
Cosner Financial Group LLC30,884$3,348 12/31/2023
     MUB30,884$3,348 12/31/2023
LGL Partners LLC30,832$3,343 12/31/2023
     MUB30,832$3,343 12/31/2023
LWS Wealth Advisors Inc.30,515$3,308 12/31/2023
     MUB30,515$3,308 12/31/2023
Cypress Capital Group30,432$3,299 12/31/2023
     MUB30,432$3,299 12/31/2023
Chesapeake Capital Corp IL30,426$3,298 12/31/2023
     MUB30,426$3,298 12/31/2023
Millennium Management LLC30,214$3,276 12/31/2023
     MUB30,214$3,276 12/31/2023
Watershed Private Wealth LLC30,140$3,267 12/31/2023
     MUB30,140$3,267 12/31/2023
NewEdge Wealth LLC30,013$3,254 12/31/2023
     MUB30,013$3,254 12/31/2023
Global Retirement Partners LLC30,203$3,250 03/31/2024
     MUB30,203$3,250 03/31/2024
ForthRight Wealth Management LLC29,742$3,200 03/31/2024
     MUB29,742$3,200 03/31/2024
BCGM Wealth Management LLC29,481$3,196 12/31/2023
     MUB29,481$3,196 12/31/2023
Brio Consultants LLC29,448$3,192 12/31/2023
     MUB29,448$3,192 12/31/2023
Rehmann Capital Advisory Group29,277$3,174 12/31/2023
     MUB29,277$3,174 12/31/2023
Kades & Cheifetz LLC29,049$3,149 12/31/2023
     MUB29,049$3,149 12/31/2023
Sharkey Howes & Javer29,216$3,144 03/31/2024
     MUB29,216$3,144 03/31/2024
Tilson Financial Group Inc.29,083$3,129 03/31/2024
     MUB29,083$3,129 03/31/2024
Cornerstone Wealth Management LLC28,936$3,114 03/31/2024
     MUB28,936$3,114 03/31/2024
Stephenson & Company Inc.28,543$3,094 12/31/2023
     MUB28,543$3,094 12/31/2023
Kwmg LLC28,614$3,079 03/31/2024
     MUB28,614$3,079 03/31/2024
Procyon Private Wealth Partners LLC28,431$3,059 03/31/2024
     MUB28,431$3,059 03/31/2024
Hart & Patterson Financial Group LLC28,121$3,026 03/31/2024
     MUB28,121$3,026 03/31/2024
Leeward Financial Partners LLC28,111$3,025 03/31/2024
     MUB28,111$3,025 03/31/2024
Sterling Financial Planning Inc.27,798$3,014 12/31/2023
     MUB27,798$3,014 12/31/2023
Madison Wealth Partners Inc27,767$3,010 12/31/2023
     MUB27,767$3,010 12/31/2023
Breakwater Capital Group27,613$2,971 03/31/2024
     MUB27,613$2,971 03/31/2024
Waller Financial Planning Group Inc.27,490$2,958 03/31/2024
     MUB27,490$2,958 03/31/2024
Beaird Harris Wealth Management LLC27,287$2,958 12/31/2023
     MUB27,287$2,958 12/31/2023
Paulson Wealth Management Inc.27,205$2,949 12/31/2023
     MUB27,205$2,949 12/31/2023
Prosperity Planning Inc.27,367$2,945 03/31/2024
     MUB27,367$2,945 03/31/2024
Congress Wealth Management LLC DE 27,157$2,922 03/31/2024
     MUB27,157$2,922 03/31/2024
Mutual Advisors LLC26,869$2,913 12/31/2023
     MUB26,869$2,913 12/31/2023
Jacobson & Schmitt Advisors LLC26,808$2,906 12/31/2023
     MUB26,808$2,906 12/31/2023
First International Bank & Trust26,965$2,901 03/31/2024
     MUB26,965$2,901 03/31/2024
Premier Path Wealth Partners LLC24,626$2,898 03/31/2024
     MUB24,626$2,898 03/31/2024
Blair William & Co. IL26,616$2,885 12/31/2023
     MUB26,616$2,885 12/31/2023
TCG Advisory Services LLC26,512$2,874 12/31/2023
     MUB26,512$2,874 12/31/2023
Hoge Financial Services LLC26,429$2,865 12/31/2023
     MUB26,429$2,865 12/31/2023
Executive Wealth Group LLC26,428$2,854 03/31/2024
     MUB26,428$2,854 03/31/2024
Change Path LLC26,254$2,846 12/31/2023
     MUB26,254$2,846 12/31/2023
Thrive Wealth Management LLC26,053$2,803 03/31/2024
     MUB26,053$2,803 03/31/2024
Physician Wealth Solutions Inc.26,024$2,800 03/31/2024
     MUB26,024$2,800 03/31/2024
Fountainhead AM LLC25,762$2,793 12/31/2023
     MUB25,762$2,793 12/31/2023
Spectrum Investment Advisors Inc.25,609$2,776 12/31/2023
     MUB25,609$2,776 12/31/2023
StrategIQ Financial Group LLC25,510$2,766 12/31/2023
     MUB25,510$2,766 12/31/2023
Paladin Advisory Group LLC25,498$2,764 12/31/2023
     MUB25,498$2,764 12/31/2023
Juncture Wealth Strategies LLC25,631$2,758 03/31/2024
     MUB25,631$2,758 03/31/2024
Baker Avenue Asset Management LP25,136$2,725 12/31/2023
     MUB25,136$2,725 12/31/2023
Ullmann Financial Group Inc.24,853$2,694 12/31/2023
     MUB24,853$2,694 12/31/2023
Private Trust Co. NA24,986$2,688 03/31/2024
     MUB24,986$2,688 03/31/2024
Symphony Financial Ltd. Co.24,842$2,673 03/31/2024
     MUB24,842$2,673 03/31/2024
Arcadia Wealth Management LLC24,558$2,662 12/31/2023
     MUB24,558$2,662 12/31/2023
Bleakley Financial Group LLC24,225$2,626 12/31/2023
     MUB24,225$2,626 12/31/2023
Cedar Point Capital Partners LLC24,163$2,620 12/31/2023
     MUB24,163$2,620 12/31/2023
EisnerAmper Wealth Management Corporate Benefits LLC24,145$2,618 12/31/2023
     MUB24,145$2,618 12/31/2023
Riversedge Advisors LLC24,084$2,611 12/31/2023
     MUB24,084$2,611 12/31/2023
Confluence Wealth Services Inc.24,235$2,608 03/31/2024
     MUB24,235$2,608 03/31/2024
Accurate Wealth Management LLC24,395$2,597 03/31/2024
     MUB24,395$2,597 03/31/2024
Csenge Advisory Group23,953$2,597 12/31/2023
     MUB23,953$2,597 12/31/2023
Spinnaker Investment Group LLC23,991$2,581 03/31/2024
     MUB23,991$2,581 03/31/2024
Tortoise Investment Management LLC23,718$2,571 12/31/2023
     MUB23,718$2,571 12/31/2023
First American Trust FSB23,707$2,570 12/31/2023
     MUB23,707$2,570 12/31/2023
Armor Investment Advisors LLC23,458$2,524 03/31/2024
     MUB23,458$2,524 03/31/2024
Jefferies Financial Group Inc.23,115$2,506 12/31/2023
     MUB23,115$2,506 12/31/2023
Dorsey & Whitney Trust CO LLC23,105$2,505 12/31/2023
     MUB23,105$2,505 12/31/2023
James Investment Research Inc.23,097$2,504 12/31/2023
     MUB23,097$2,504 12/31/2023
Capasso Planning Partners LLC23,218$2,498 03/31/2024
     MUB23,218$2,498 03/31/2024
Sterling Investment Advisors Ltd.23,009$2,494 12/31/2023
     MUB23,009$2,494 12/31/2023
Garden State Investment Advisory Services LLC22,697$2,461 12/31/2023
     MUB22,697$2,461 12/31/2023
Sykon Capital LLC22,506$2,440 12/31/2023
     MUB22,506$2,440 12/31/2023
Northern Trust Corp22,495$2,439 12/31/2023
     MUB22,495$2,439 12/31/2023
Durante & Waters LLC22,494$2,439 12/31/2023
     MUB22,494$2,439 12/31/2023
Forte Asset Management LLC22,469$2,436 12/31/2023
     MUB22,469$2,436 12/31/2023
Global Assets Advisory LLC22,474$2,418 03/31/2024
     MUB22,474$2,418 03/31/2024
Bernardo Wealth Planning LLC22,240$2,411 12/31/2023
     MUB22,240$2,411 12/31/2023
Avid Wealth Partners LLC22,219$2,409 12/31/2023
     MUB22,219$2,409 12/31/2023
LifePro Asset Management22,257$2,395 03/31/2024
     MUB22,257$2,395 03/31/2024
VitalStone Financial LLC22,044$2,390 12/31/2023
     MUB22,044$2,390 12/31/2023
Etesian Wealth Advisors Inc.22,183$2,387 03/31/2024
     MUB22,183$2,387 03/31/2024
Venturi Wealth Management LLC22,089$2,377 03/31/2024
     MUB22,089$2,377 03/31/2024
Capstone Financial Advisors Inc.21,774$2,361 12/31/2023
     MUB21,774$2,361 12/31/2023
First Hawaiian Bank21,864$2,353 03/31/2024
     MUB21,864$2,353 03/31/2024
Level Four Advisory Services LLC21,495$2,330 12/31/2023
     MUB21,495$2,330 12/31/2023
Cypress Wealth Services LLC21,272$2,289 03/31/2024
     MUB21,272$2,289 03/31/2024
ABLE Financial Group LLC21,035$2,280 12/31/2023
     MUB21,035$2,280 12/31/2023
Smithfield Trust Co.21,020$2,279 12/31/2023
     MUB21,020$2,279 12/31/2023
Philip James Wealth Mangement LLC21,022$2,279 12/31/2023
     MUB21,022$2,279 12/31/2023
Insight Wealth Partners LLC20,949$2,271 12/31/2023
     MUB20,949$2,271 12/31/2023
Rosenberg Matthew Hamilton21,077$2,256 03/31/2024
     MUB21,077$2,256 03/31/2024
SOL Capital Management CO20,957$2,255 03/31/2024
     MUB20,957$2,255 03/31/2024
Meritage Portfolio Management20,733$2,248 12/31/2023
     MUB20,733$2,248 12/31/2023
Buckingham Strategic Partners20,680$2,242 12/31/2023
     MUB20,680$2,242 12/31/2023
Schonfeld Strategic Advisors LLC20,625$2,236 12/31/2023
     MUB20,625$2,236 12/31/2023
Aletheian Wealth Advisors LLC20,713$2,229 03/31/2024
     MUB20,713$2,229 03/31/2024
Philadelphia Trust Co.20,554$2,228 12/31/2023
     MUB20,554$2,228 12/31/2023
Keystone Wealth Services LLC20,612$2,218 03/31/2024
     MUB20,612$2,218 03/31/2024
Telemus Capital LLC20,446$2,217 12/31/2023
     MUB20,446$2,217 12/31/2023
D.A. Davidson & CO.20,420$2,214 12/31/2023
     MUB20,420$2,214 12/31/2023
Pensionmark Financial Group LLC20,403$2,212 12/31/2023
     MUB20,403$2,212 12/31/2023
Continuum Advisory LLC20,392$2,211 12/31/2023
     MUB20,392$2,211 12/31/2023
AdvisorNet Financial Inc20,497$2,205 03/31/2024
     MUB20,497$2,205 03/31/2024
Westside Investment Management Inc.20,418$2,197 03/31/2024
     MUB20,418$2,197 03/31/2024
Sterling Investment Counsel LLC20,390$2,194 03/31/2024
     MUB20,390$2,194 03/31/2024
IHT Wealth Management LLC20,179$2,188 12/31/2023
     MUB20,179$2,188 12/31/2023
United Community Bank19,959$2,164 12/31/2023
     MUB19,959$2,164 12/31/2023
Greenspring Advisors LLC20,005$2,153 03/31/2024
     MUB20,005$2,153 03/31/2024
Visionary Wealth Advisors19,786$2,145 12/31/2023
     MUB19,786$2,145 12/31/2023
Grey Fox Wealth Advisors LLC19,855$2,136 03/31/2024
     MUB19,855$2,136 03/31/2024
U.S. Capital Wealth Advisors LLC19,694$2,135 12/31/2023
     MUB19,694$2,135 12/31/2023
Concurrent Investment Advisors LLC19,616$2,127 12/31/2023
     MUB19,616$2,127 12/31/2023
Confluence Investment Management LLC19,761$2,126 03/31/2024
     MUB19,761$2,126 03/31/2024
Joel Isaacson & Co. LLC19,570$2,122 12/31/2023
     MUB19,570$2,122 12/31/2023
Florin Court Capital LLP19,300$2,092 12/31/2023
     MUB19,300$2,092 12/31/2023
Syntegra Private Wealth Group LLC19,294$2,092 12/31/2023
     MUB19,294$2,092 12/31/2023
Life Planning Partners Inc19,268$2,089 12/31/2023
     MUB19,268$2,089 12/31/2023
Legacy Capital Wealth Partners LLC19,184$2,080 12/31/2023
     MUB19,184$2,080 12/31/2023
Whittier Trust Co.19,181$2,079 12/31/2023
     MUB19,181$2,079 12/31/2023
Wsfs Capital Management LLC19,164$2,078 12/31/2023
     MUB19,164$2,078 12/31/2023
Safir Wealth Advisors LLC19,239$2,070 03/31/2024
     MUB19,239$2,070 03/31/2024
Mill Creek Capital Advisors LLC18,942$2,054 12/31/2023
     MUB18,942$2,054 12/31/2023
Seascape Capital Management18,794$2,037 12/31/2023
     MUB18,794$2,037 12/31/2023
Parallel Advisors LLC18,759$2,034 12/31/2023
     MUB18,759$2,034 12/31/2023
Envision Financial Planning LLC18,609$2,017 12/31/2023
     MUB18,609$2,017 12/31/2023
McNaughton Wealth Management LLC18,521$1,993 03/31/2024
     MUB18,521$1,993 03/31/2024
Park Place Capital Corp18,356$1,975 03/31/2024
     MUB18,356$1,975 03/31/2024
Checchi Capital Advisers LLC18,324$1,972 03/31/2024
     MUB18,324$1,972 03/31/2024
Stock Yards Bank & Trust Co.18,133$1,966 12/31/2023
     MUB18,133$1,966 12/31/2023
Benjamin F. Edwards & Company Inc.18,103$1,963 12/31/2023
     MUB18,103$1,963 12/31/2023
Patten Group Inc.18,221$1,961 03/31/2024
     MUB18,221$1,961 03/31/2024
Fifth Third Securities Inc.18,210$1,959 03/31/2024
     MUB18,210$1,959 03/31/2024
Flagship Harbor Advisors LLC18,161$1,954 03/31/2024
     MUB18,161$1,954 03/31/2024
Helen Stephens Group LLC17,944$1,931 03/31/2024
     MUB17,944$1,931 03/31/2024
Windward Private Wealth Management Inc.17,756$1,925 12/31/2023
     MUB17,756$1,925 12/31/2023
Verus Capital Partners LLC17,730$1,922 12/31/2023
     MUB17,730$1,922 12/31/2023
Wealthstar Advisors LLC17,686$1,903 03/31/2024
     MUB17,686$1,903 03/31/2024
Columbia Trust Co 0101201617,505$1,898 12/31/2023
     MUB17,505$1,898 12/31/2023
Valley National Advisers Inc.17,616$1,895 03/31/2024
     MUB17,616$1,895 03/31/2024
Grand Wealth Management LLC17,451$1,892 12/31/2023
     MUB17,451$1,892 12/31/2023
Oppenheimer & Co. Inc.17,370$1,883 12/31/2023
     MUB17,370$1,883 12/31/2023
Rockbridge Investment Management LCC17,359$1,882 12/31/2023
     MUB17,359$1,882 12/31/2023
Arden Trust Co17,477$1,881 03/31/2024
     MUB17,477$1,881 03/31/2024
Advisory Resource Group17,332$1,879 12/31/2023
     MUB17,332$1,879 12/31/2023
Liberty Capital Management Inc.17,362$1,868 03/31/2024
     MUB17,362$1,868 03/31/2024
Moneta Group Investment Advisors LLC17,204$1,865 12/31/2023
     MUB17,204$1,865 12/31/2023
Evergreen Wealth Solutions LLC16,971$1,840 12/31/2023
     MUB16,971$1,840 12/31/2023
Stokes Family Office LLC16,943$1,837 12/31/2023
     MUB16,943$1,837 12/31/2023
White Lighthouse Investment Management Inc.16,910$1,833 12/31/2023
     MUB16,910$1,833 12/31/2023
Cornerstone Wealth Group LLC16,925$1,821 03/31/2024
     MUB16,925$1,821 03/31/2024
Carl P. Sherr & Co. LLC16,787$1,820 12/31/2023
     MUB16,787$1,820 12/31/2023
Capital Investment Advisors LLC16,721$1,799 03/31/2024
     MUB16,721$1,799 03/31/2024
Spinnaker Trust16,466$1,785 12/31/2023
     MUB16,466$1,785 12/31/2023
Dean Investment Associates LLC16,458$1,784 12/31/2023
     MUB16,458$1,784 12/31/2023
Mainsail Financial Group LLC16,570$1,783 03/31/2024
     MUB16,570$1,783 03/31/2024
OLD National Bancorp IN16,325$1,757 03/31/2024
     MUB16,325$1,757 03/31/2024
Cynosure Management LLC16,168$1,753 12/31/2023
     MUB16,168$1,753 12/31/2023
Robinson Smith Wealth Advisors LLC16,190$1,742 03/31/2024
     MUB16,190$1,742 03/31/2024
Financial Advisory Service Inc.16,002$1,735 12/31/2023
     MUB16,002$1,735 12/31/2023
IFP Advisors Inc15,942$1,728 12/31/2023
     MUB15,942$1,728 12/31/2023
Radnor Capital Management LLC16,000$1,722 03/31/2024
     MUB16,000$1,722 03/31/2024
Tolleson Wealth Management Inc.15,707$1,703 12/31/2023
     MUB15,707$1,703 12/31/2023
Wayfinding Financial LLC15,609$1,692 12/31/2023
     MUB15,609$1,692 12/31/2023
Theory Financial LLC15,522$1,683 12/31/2023
     MUB15,522$1,683 12/31/2023
Maia Wealth LLC15,504$1,681 12/31/2023
     MUB15,504$1,681 12/31/2023
FC Advisory LLC15,599$1,678 03/31/2024
     MUB15,599$1,678 03/31/2024
Lifeworks Advisors LLC15,313$1,660 12/31/2023
     MUB15,313$1,660 12/31/2023
Ascent Group LLC15,287$1,649 12/31/2023
     MUB15,287$1,649 12/31/2023
Pinnacle Associates Ltd.15,226$1,638 03/31/2024
     MUB15,226$1,638 03/31/2024
CIBC Private Wealth Group LLC15,056$1,632 12/31/2023
     MUB15,056$1,632 12/31/2023
Lodestar Private Asset Management LLC15,121$1,627 03/31/2024
     MUB15,121$1,627 03/31/2024
ProVise Management Group LLC14,833$1,608 12/31/2023
     MUB14,833$1,608 12/31/2023
Running Point Capital Advisors LLC14,719$1,596 12/31/2023
     MUB14,719$1,596 12/31/2023
Horizon Family Wealth Inc.14,574$1,580 12/31/2023
     MUB14,574$1,580 12/31/2023
C M Bidwell & Associates Ltd.14,534$1,576 12/31/2023
     MUB14,534$1,576 12/31/2023
AFS Financial Group LLC14,523$1,574 12/31/2023
     MUB14,523$1,574 12/31/2023
CV Advisors LLC14,360$1,557 12/31/2023
     MUB14,360$1,557 12/31/2023
Professional Financial Advisors LLC14,402$1,550 03/31/2024
     MUB14,402$1,550 03/31/2024
First National Bank of Mount Dora Trust Investment Services14,400$1,549 03/31/2024
     MUB14,400$1,549 03/31/2024
First Foundation Advisors14,225$1,542 12/31/2023
     MUB14,225$1,542 12/31/2023
MainStreet Investment Advisors LLC14,215$1,541 12/31/2023
     MUB14,215$1,541 12/31/2023
Western Wealth Management LLC14,126$1,531 12/31/2023
     MUB14,126$1,531 12/31/2023
Acima Private Wealth LLC14,116$1,530 12/31/2023
     MUB14,116$1,530 12/31/2023
MorganRosel Wealth Management LLC14,149$1,522 03/31/2024
     MUB14,149$1,522 03/31/2024
Nwam LLC14,010$1,519 12/31/2023
     MUB14,010$1,519 12/31/2023
Stone House Investment Management LLC13,983$1,516 12/31/2023
     MUB13,983$1,516 12/31/2023
Capital Investment Advisory Services LLC14,062$1,513 03/31/2024
     MUB14,062$1,513 03/31/2024
MCF Advisors LLC14,021$1,509 03/31/2024
     MUB14,021$1,509 03/31/2024
Elmwood Wealth Management Inc.13,920$1,509 12/31/2023
     MUB13,920$1,509 12/31/2023
Hamilton Wealth LLC13,916$1,509 12/31/2023
     MUB13,916$1,509 12/31/2023
Almanack Investment Partners LLC.13,904$1,507 12/31/2023
     MUB13,904$1,507 12/31/2023
Cary Street Partners Investment Advisory LLC13,880$1,505 12/31/2023
     MUB13,880$1,505 12/31/2023
James J. Burns & Company LLC14,066$1,502 03/31/2024
     MUB14,066$1,502 03/31/2024
Sweet Financial Partners LLC13,832$1,488 03/31/2024
     MUB13,832$1,488 03/31/2024
Meridian Wealth Management LLC13,748$1,479 03/31/2024
     MUB13,748$1,479 03/31/2024
Heritage Wealth Management LLC13,744$1,479 03/31/2024
     MUB13,744$1,479 03/31/2024
Financial Network Wealth Management LLC13,603$1,474 12/31/2023
     MUB13,603$1,474 12/31/2023
Private Portfolio Partners LLC13,550$1,469 12/31/2023
     MUB13,550$1,469 12/31/2023
Sage Financial Management Group Inc.13,421$1,455 12/31/2023
     MUB13,421$1,455 12/31/2023
Annex Advisory Services LLC13,514$1,454 03/31/2024
     MUB13,514$1,454 03/31/2024
Nicolet Bankshares Inc.13,364$1,449 12/31/2023
     MUB13,364$1,449 12/31/2023
WBH Advisory Inc.13,428$1,445 03/31/2024
     MUB13,428$1,445 03/31/2024
Massmutual Trust Co. FSB ADV13,139$1,414 03/31/2024
     MUB13,139$1,414 03/31/2024
Duncker Streett & Co. Inc.13,123$1,412 03/31/2024
     MUB13,123$1,412 03/31/2024
Archford Capital Strategies LLC12,983$1,397 03/31/2024
     MUB12,983$1,397 03/31/2024
Lokken Investment Group LLC12,851$1,393 12/31/2023
     MUB12,851$1,393 12/31/2023
UMA Financial Services Inc.13,054$1,386 03/31/2024
     MUB13,054$1,386 03/31/2024
Wintrust Investments LLC12,765$1,384 12/31/2023
     MUB12,765$1,384 12/31/2023
Consilio Wealth Advisors LLC12,820$1,379 03/31/2024
     MUB12,820$1,379 03/31/2024
Fairview Capital Investment Management LLC12,697$1,376 12/31/2023
     MUB12,697$1,376 12/31/2023
Sepio Capital LP12,640$1,370 12/31/2023
     MUB12,640$1,370 12/31/2023
Jacobi Capital Management LLC12,618$1,368 12/31/2023
     MUB12,618$1,368 12/31/2023
Geneos Wealth Management Inc.12,612$1,367 12/31/2023
     MUB12,612$1,367 12/31/2023
Advisory Alpha LLC12,578$1,364 12/31/2023
     MUB12,578$1,364 12/31/2023
DORVAL Corp12,625$1,363 03/31/2024
     MUB12,625$1,363 03/31/2024
J.W. Cole Advisors Inc.12,574$1,363 12/31/2023
     MUB12,574$1,363 12/31/2023
Pinnacle Financial Partners Inc.12,552$1,361 12/31/2023
     MUB12,552$1,361 12/31/2023
Eagle Global Advisors LLC12,535$1,359 12/31/2023
     MUB12,535$1,359 12/31/2023
Rooted Wealth Advisors Inc.12,661$1,352 03/31/2024
     MUB12,661$1,352 03/31/2024
First National Bank Sioux Falls12,551$1,350 03/31/2024
     MUB12,551$1,350 03/31/2024
Tsfg LLC12,411$1,335 03/31/2024
     MUB12,411$1,335 03/31/2024
Arrow Financial Corp12,291$1,332 12/31/2023
     MUB12,291$1,332 12/31/2023
Pinnacle Bank12,297$1,323 03/31/2024
     MUB12,297$1,323 03/31/2024
Graves Light Private Wealth Management Inc.12,165$1,319 12/31/2023
     MUB12,165$1,319 12/31/2023
Cambria Investment Management L.P.12,130$1,315 12/31/2023
     MUB12,130$1,315 12/31/2023
Hurlow Wealth Management Group Inc.12,207$1,313 03/31/2024
     MUB12,207$1,313 03/31/2024
National Asset Management Inc.12,110$1,313 12/31/2023
     MUB12,110$1,313 12/31/2023
Financial Strategies Group Inc.12,277$1,312 03/31/2024
     MUB12,277$1,312 03/31/2024
Gryphon Financial Partners LLC11,265$1,309 12/31/2023
     MUB11,265$1,309 12/31/2023
Global Wealth Management Investment Advisory Inc.12,073$1,309 12/31/2023
     MUB12,073$1,309 12/31/2023
Beaumont Financial Advisors LLC12,057$1,307 12/31/2023
     MUB12,057$1,307 12/31/2023
Interactive Financial Advisors12,028$1,304 12/31/2023
     MUB12,028$1,304 12/31/2023
Aspen Wealth Strategies LLC11,999$1,301 12/31/2023
     MUB11,999$1,301 12/31/2023
Efficient Advisors LLC11,993$1,300 12/31/2023
     MUB11,993$1,300 12/31/2023
Stone Point Wealth LLC11,886$1,289 12/31/2023
     MUB11,886$1,289 12/31/2023
JNBA Financial Advisors11,969$1,288 03/31/2024
     MUB11,969$1,288 03/31/2024
Peregrine Asset Advisers Inc.11,849$1,285 12/31/2023
     MUB11,849$1,285 12/31/2023
Monticello Wealth Management LLC11,932$1,284 03/31/2024
     MUB11,932$1,284 03/31/2024
DAVENPORT & Co LLC11,729$1,272 12/31/2023
     MUB11,729$1,272 12/31/2023
Arkadios Wealth Advisors11,665$1,265 12/31/2023
     MUB11,665$1,265 12/31/2023
Renasant Bank11,657$1,264 12/31/2023
     MUB11,657$1,264 12/31/2023
Clearstead Advisors LLC11,610$1,259 12/31/2023
     MUB11,610$1,259 12/31/2023
Pine Valley Investments Ltd Liability Co11,608$1,258 12/31/2023
     MUB11,608$1,258 12/31/2023
Koshinski Asset Management Inc.11,419$1,238 12/31/2023
     MUB11,419$1,238 12/31/2023
Spectrum Wealth Counsel LLC11,407$1,237 12/31/2023
     MUB11,407$1,237 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors11,381$1,234 12/31/2023
     MUB11,381$1,234 12/31/2023
Verdence Capital Advisors LLC11,387$1,225 03/31/2024
     MUB11,387$1,225 03/31/2024
Petra Financial Advisors Inc.11,310$1,219 03/31/2024
     MUB11,310$1,219 03/31/2024
Gray Private Wealth LLC11,209$1,206 03/31/2024
     MUB11,209$1,206 03/31/2024
Spire Wealth Management11,192$1,204 03/31/2024
     MUB11,192$1,204 03/31/2024
Cooksen Wealth LLC11,174$1,202 03/31/2024
     MUB11,174$1,202 03/31/2024
Roundview Capital LLC11,051$1,198 12/31/2023
     MUB11,051$1,198 12/31/2023
Fairhaven Wealth Management LLC10,882$1,180 12/31/2023
     MUB10,882$1,180 12/31/2023
LJI Wealth Management LLC10,853$1,177 12/31/2023
     MUB10,853$1,177 12/31/2023
WCG Wealth Advisors LLC10,838$1,175 12/31/2023
     MUB10,838$1,175 12/31/2023
Sax Wealth Advisors LLC10,809$1,172 12/31/2023
     MUB10,809$1,172 12/31/2023
Wolverine Trading LLC $1,171 12/31/2023
     Put67,400$7,307 12/31/2023
     Call42,200$4,575 12/31/2023
     MUB36,006$3,903 12/31/2023
Money Concepts Capital Corp10,757$1,166 12/31/2023
     MUB10,757$1,166 12/31/2023
ARS Wealth Advisors Group LLC10,610$1,150 12/31/2023
     MUB10,610$1,150 12/31/2023
NTV Asset Management LLC10,500$1,138 12/31/2023
     MUB10,500$1,138 12/31/2023
Schechter Investment Advisors LLC10,496$1,138 12/31/2023
     MUB10,496$1,138 12/31/2023
Cambridge Trust Co.10,480$1,136 12/31/2023
     MUB10,480$1,136 12/31/2023
4J Wealth Management LLC10,523$1,132 03/31/2024
     MUB10,523$1,132 03/31/2024
Inscription Capital LLC10,561$1,129 03/31/2024
     MUB10,561$1,129 03/31/2024
HBK Sorce Advisory LLC10,378$1,125 12/31/2023
     MUB10,378$1,125 12/31/2023
Bridgeworth LLC10,375$1,125 12/31/2023
     MUB10,375$1,125 12/31/2023
Forza Wealth Management LLC10,400$1,119 03/31/2024
     MUB10,400$1,119 03/31/2024
KMG Fiduciary Partners LLC10,323$1,111 03/31/2024
     MUB10,323$1,111 03/31/2024
PFG Advisors10,163$1,102 12/31/2023
     MUB10,163$1,102 12/31/2023
Ameritas Advisory Services LLC10,185$1,102 12/31/2023
     MUB10,185$1,102 12/31/2023
Stonehage Fleming Financial Services Holdings Ltd10,109$1,096 12/31/2023
     MUB10,109$1,096 12/31/2023
Twele Capital Management Inc.10,155$1,093 03/31/2024
     MUB10,155$1,093 03/31/2024
Petredis Investment Advisors LLC10,155$1,093 03/31/2024
     MUB10,155$1,093 03/31/2024
Greenup Street Wealth Management LLC10,035$1,088 12/31/2023
     MUB10,035$1,088 12/31/2023
Bristlecone Advisors LLC10,096$1,086 03/31/2024
     MUB10,096$1,086 03/31/2024
Victory Capital Management Inc.10,000$1,084 12/31/2023
     MUB10,000$1,084 12/31/2023
Hunter Associates Investment Management LLC10,000$1,084 12/31/2023
     MUB10,000$1,084 12/31/2023
Nilsine Partners LLC10,013$1,077 03/31/2024
     MUB10,013$1,077 03/31/2024
Webster Bank N. A.10,000$1,076 03/31/2024
     MUB10,000$1,076 03/31/2024
United Bank9,917$1,075 12/31/2023
     MUB9,917$1,075 12/31/2023
Accredited Investors Inc.9,773$1,059 12/31/2023
     MUB9,773$1,059 12/31/2023
Apexium Financial LP9,825$1,057 03/31/2024
     MUB9,825$1,057 03/31/2024
Bangor Savings Bank9,787$1,053 03/31/2024
     MUB9,787$1,053 03/31/2024
Romano Brothers AND Company9,750$1,049 03/31/2024
     MUB9,750$1,049 03/31/2024
CORDA Investment Management LLC.9,674$1,049 12/31/2023
     MUB9,674$1,049 12/31/2023
Operose Advisors LLC9,678$1,049 12/31/2023
     MUB9,678$1,049 12/31/2023
Aptus Capital Advisors LLC9,587$1,039 12/31/2023
     MUB9,587$1,039 12/31/2023
Collective Family Office LLC9,651$1,038 03/31/2024
     MUB9,651$1,038 03/31/2024
Bond & Devick Financial Network Inc.9,630$1,036 03/31/2024
     MUB9,630$1,036 03/31/2024
RCS Financial Planning LLC9,578$1,031 03/31/2024
     MUB9,578$1,031 03/31/2024
Belpointe Asset Management LLC9,495$1,029 12/31/2023
     MUB9,495$1,029 12/31/2023
Prospera Financial Services Inc9,466$1,026 12/31/2023
     MUB9,466$1,026 12/31/2023
Horan Securities Inc.9,446$1,024 12/31/2023
     MUB9,446$1,024 12/31/2023
AlphaQ Advisors LLC9,430$1,022 12/31/2023
     MUB9,430$1,022 12/31/2023
Canvas Wealth Advisors LLC9,537$1,014 03/31/2024
     MUB9,537$1,014 03/31/2024
Toroso Investments LLC9,356$1,014 12/31/2023
     MUB9,356$1,014 12/31/2023
Stonebrook Private Inc.9,337$1,012 12/31/2023
     MUB9,337$1,012 12/31/2023
W.H. Cornerstone Investments Inc.9,323$1,011 12/31/2023
     MUB9,323$1,011 12/31/2023
West Financial Advisors LLC9,354$1,006 03/31/2024
     MUB9,354$1,006 03/31/2024
Conscious Wealth Investments LLC9,452$1,004 03/31/2024
     MUB9,452$1,004 03/31/2024
Compass Financial Group Inc.9,232$1,001 12/31/2023
     MUB9,232$1,001 12/31/2023
Concord Wealth Partners9,236$1,001 12/31/2023
     MUB9,236$1,001 12/31/2023
Harbour Investments Inc.9,134$990 12/31/2023
     MUB9,134$990 12/31/2023
Laurel Wealth Advisors LLC9,013$977 12/31/2023
     MUB9,013$977 12/31/2023
Cadent Capital Advisors LLC8,983$967 03/31/2024
     MUB8,983$967 03/31/2024
IFG Advisors LLC8,953$963 03/31/2024
     MUB8,953$963 03/31/2024
Exchange Capital Management Inc.8,860$953 03/31/2024
     MUB8,860$953 03/31/2024
IFG Advisory LLC8,785$952 12/31/2023
     MUB8,785$952 12/31/2023
Everhart Financial Group Inc.8,757$949 12/31/2023
     MUB8,757$949 12/31/2023
FF Advisors LLC8,806$948 03/31/2024
     MUB8,806$948 03/31/2024
Sonata Capital Group Inc.8,749$948 12/31/2023
     MUB8,749$948 12/31/2023
Vista Private Wealth Partners. LLC8,736$945 12/31/2023
     MUB8,736$945 12/31/2023
Capstone Capital Wealth Advisors8,770$944 03/31/2024
     MUB8,770$944 03/31/2024
Financial Freedom LLC8,760$943 03/31/2024
     MUB8,760$943 03/31/2024
Wakefield Asset Management LLLP8,643$937 12/31/2023
     MUB8,643$937 12/31/2023
Tompkins Financial Corp8,695$936 03/31/2024
     MUB8,695$936 03/31/2024
Cahill Financial Advisors Inc.8,627$935 12/31/2023
     MUB8,627$935 12/31/2023
Capital Advisors Ltd. LLC8,683$934 03/31/2024
     MUB8,683$934 03/31/2024
Marshall Financial Group Inc. ADV8,598$932 12/31/2023
     MUB8,598$932 12/31/2023
OLIO Financial Planning8,567$929 03/31/2024
     MUB8,567$929 03/31/2024
Trust Co. of Virginia VA8,591$924 03/31/2024
     MUB8,591$924 03/31/2024
W Advisors LLC8,589$924 03/31/2024
     MUB8,589$924 03/31/2024
Foundations Investment Advisors LLC8,461$920 12/31/2023
     MUB8,461$920 12/31/2023
Cherry Tree Wealth Management LLC8,463$917 12/31/2023
     MUB8,463$917 12/31/2023
Braun Bostich & Associates Inc.8,453$916 12/31/2023
     MUB8,453$916 12/31/2023
Eagle Strategies LLC8,473$912 03/31/2024
     MUB8,473$912 03/31/2024
Pallas Capital Advisors LLC8,446$909 03/31/2024
     MUB8,446$909 03/31/2024
Narus Financial Partners LLC8,441$908 03/31/2024
     MUB8,441$908 03/31/2024
Sound View Wealth Advisors Group LLC8,378$908 12/31/2023
     MUB8,378$908 12/31/2023
Paces Ferry Wealth Advisors LLC8,326$903 12/31/2023
     MUB8,326$903 12/31/2023
Ballentine Capital Advisors Inc8,340$900 12/31/2023
     MUB8,340$900 12/31/2023
Armstrong Advisory Group Inc.8,296$899 03/31/2024
     MUB8,296$899 03/31/2024
AFG Fiduciary Services Limited Partnership8,396$898 03/31/2024
     MUB8,396$898 03/31/2024
MEMBERS Trust Co8,319$895 03/31/2024
     MUB8,319$895 03/31/2024
Lineweaver Wealth Advisors LLC8,259$895 12/31/2023
     MUB8,259$895 12/31/2023
Highview Capital Management LLC DE 8,311$894 03/31/2024
     MUB8,311$894 03/31/2024
Eley Financial Management Inc8,220$891 12/31/2023
     MUB8,220$891 12/31/2023
Beacon Bridge Wealth Partners LLC8,187$888 12/31/2023
     MUB8,187$888 12/31/2023
Snowden Capital Advisors LLC8,183$887 12/31/2023
     MUB8,183$887 12/31/2023
Traynor Capital Management Inc.8,225$885 03/31/2024
     MUB8,225$885 03/31/2024
Noesis Capital Mangement Corp8,118$880 12/31/2023
     MUB8,118$880 12/31/2023
Wealth Advisors of Iowa LLC8,090$877 12/31/2023
     MUB8,090$877 12/31/2023
HTLF Bank8,124$874 03/31/2024
     MUB8,124$874 03/31/2024
Connable Office Inc.8,046$872 12/31/2023
     MUB8,046$872 12/31/2023
Idaho Trust Bank8,037$871 12/31/2023
     MUB8,037$871 12/31/2023
Brown Brothers Harriman & Co.7,968$864 12/31/2023
     MUB7,968$864 12/31/2023
Wiley BROS. Aintree Capital LLC8,015$862 03/31/2024
     MUB8,015$862 03/31/2024
Ashton Thomas Private Wealth LLC7,958$856 03/31/2024
     MUB7,958$856 03/31/2024
Merit Financial Group LLC7,868$853 12/31/2023
     MUB7,868$853 12/31/2023
Bigelow Investment Advisors LLC7,818$848 12/31/2023
     MUB7,818$848 12/31/2023
Regis Acquisition Inc.7,826$848 12/31/2023
     MUB7,826$848 12/31/2023
Nations Financial Group Inc. IA ADV7,860$846 03/31/2024
     MUB7,860$846 03/31/2024
Midwest Financial Group LLC7,863$846 03/31/2024
     MUB7,863$846 03/31/2024
O Dell Group LLC7,797$845 12/31/2023
     MUB7,797$845 12/31/2023
Strategic Family Wealth Counselors L.L.C.7,789$844 12/31/2023
     MUB7,789$844 12/31/2023
Treynor Bancshares Inc.7,746$840 12/31/2023
     MUB7,746$840 12/31/2023
GEM Asset Management LLC7,718$837 12/31/2023
     MUB7,718$837 12/31/2023
Sigma Investment Counselors Inc.7,773$836 03/31/2024
     MUB7,773$836 03/31/2024
Rogco LP7,642$828 12/31/2023
     MUB7,642$828 12/31/2023
Country Club Bank GFN7,635$822 03/31/2024
     MUB7,635$822 03/31/2024
PFG Investments LLC7,642$822 03/31/2024
     MUB7,642$822 03/31/2024
Keel Point LLC7,594$817 03/31/2024
     MUB7,594$817 03/31/2024
Certified Advisory Corp7,538$817 12/31/2023
     MUB7,538$817 12/31/2023
Glenview Trust Co7,528$816 12/31/2023
     MUB7,528$816 12/31/2023
Cornerstone Investment Partners LLC7,514$815 12/31/2023
     MUB7,514$815 12/31/2023
Wedbush Securities Inc.7,505$814 12/31/2023
     MUB7,505$814 12/31/2023
Smith Salley & Associates7,419$804 12/31/2023
     MUB7,419$804 12/31/2023
Fidelity D & D Bancorp Inc.7,446$801 03/31/2024
     MUB7,446$801 03/31/2024
CoreCap Advisors LLC7,382$800 12/31/2023
     MUB7,382$800 12/31/2023
Tennessee Valley Asset Management Partners7,417$798 03/31/2024
     MUB7,417$798 03/31/2024
Chatham Capital Group Inc.7,410$797 03/31/2024
     MUB7,410$797 03/31/2024
Swmg LLC7,355$797 12/31/2023
     MUB7,355$797 12/31/2023
High Net Worth Advisory Group LLC7,384$795 03/31/2024
     MUB7,384$795 03/31/2024
Aspire Private Capital LLC7,337$789 03/31/2024
     MUB7,337$789 03/31/2024
Lion Street Advisors LLC7,279$789 03/31/2024
     MUB7,279$789 03/31/2024
Veracity Capital LLC7,329$789 03/31/2024
     MUB7,329$789 03/31/2024
Capital Wealth Alliance LLC7,237$785 12/31/2023
     MUB7,237$785 12/31/2023
EverSource Wealth Advisors LLC7,193$780 12/31/2023
     MUB7,193$780 12/31/2023
Wealth Alliance Advisory Group LLC7,243$779 03/31/2024
     MUB7,243$779 03/31/2024
Alta Wealth Advisors LLC7,184$779 12/31/2023
     MUB7,184$779 12/31/2023
Smith Anglin Financial LLC7,212$776 03/31/2024
     MUB7,212$776 03/31/2024
Diligent Investors LLC7,149$775 12/31/2023
     MUB7,149$775 12/31/2023
Truepoint Inc.7,103$770 12/31/2023
     MUB7,103$770 12/31/2023
Investments & Financial Planning LLC7,087$768 12/31/2023
     MUB7,087$768 12/31/2023
Paul Damon & Associates Inc.7,125$767 03/31/2024
     MUB7,125$767 03/31/2024
Lansing Street Advisors7,070$766 12/31/2023
     MUB7,070$766 12/31/2023
American Financial Advisors LLC7,088$763 03/31/2024
     MUB7,088$763 03/31/2024
Summit Financial Wealth Advisors LLC6,982$757 12/31/2023
     MUB6,982$757 12/31/2023
CFO4Life Group LLC6,971$756 12/31/2023
     MUB6,971$756 12/31/2023
Rossmore Private Capital6,945$753 12/31/2023
     MUB6,945$753 12/31/2023
Patriot Financial Group Insurance Agency LLC6,940$752 12/31/2023
     MUB6,940$752 12/31/2023
Derbend Asset Management6,936$752 12/31/2023
     MUB6,936$752 12/31/2023
Essex Savings Bank6,903$748 03/31/2024
     MUB6,903$748 03/31/2024
Perfromance Wealth Partners LLC6,842$742 12/31/2023
     MUB6,842$742 12/31/2023
ASB Consultores LLC6,750$732 12/31/2023
     MUB6,750$732 12/31/2023
Oarsman Capital Inc.6,740$731 12/31/2023
     MUB6,740$731 12/31/2023
Argent Trust Co6,746$731 12/31/2023
     MUB6,746$731 12/31/2023
First Trust Advisors LP6,732$730 12/31/2023
     MUB6,732$730 12/31/2023
Patron Partners Advisors LLC6,694$726 12/31/2023
     MUB6,694$726 12/31/2023
Allen Capital Group LLC6,696$720 03/31/2024
     MUB6,696$720 03/31/2024
Maple Capital Management Inc.6,601$716 12/31/2023
     MUB6,601$716 12/31/2023
Engrave Wealth Partners LLC6,603$716 12/31/2023
     MUB6,603$716 12/31/2023
New Potomac Partners LLC6,580$713 12/31/2023
     MUB6,580$713 12/31/2023
Financial Sense Advisors Inc.6,608$711 03/31/2024
     MUB6,608$711 03/31/2024
SeaCrest Wealth Management LLC6,502$700 03/31/2024
     MUB6,502$700 03/31/2024
Private Client Services LLC6,409$695 12/31/2023
     MUB6,409$695 12/31/2023
DAGCO Inc.6,404$694 12/31/2023
     MUB6,404$694 12/31/2023
Dynamic Wealth Strategies LLC6,404$694 12/31/2023
     MUB6,404$694 12/31/2023
Westshore Wealth LLC6,396$693 12/31/2023
     MUB6,396$693 12/31/2023
Good Life Advisors LLC6,387$692 12/31/2023
     MUB6,387$692 12/31/2023
Graybill Bartz & Assoc Ltd.6,422$691 03/31/2024
     MUB6,422$691 03/31/2024
jvl associates llc6,395$688 03/31/2024
     MUB6,395$688 03/31/2024
Shotwell Rutter Baer Inc6,421$686 03/31/2024
     MUB6,421$686 03/31/2024
Pinnacle Wealth Management Advisory Group LLC6,314$685 12/31/2023
     MUB6,314$685 12/31/2023
Grandfield & Dodd LLC6,312$684 12/31/2023
     MUB6,312$684 12/31/2023
Claro Advisors LLC6,333$681 03/31/2024
     MUB6,333$681 03/31/2024
Navalign LLC6,314$679 03/31/2024
     MUB6,314$679 03/31/2024
Cedar Brook Financial Partners LLC6,262$674 03/31/2024
     MUB6,262$674 03/31/2024
Roffman Miller Associates Inc. PA6,205$673 12/31/2023
     MUB6,205$673 12/31/2023
Strategic Investment Advisors MI6,243$672 03/31/2024
     MUB6,243$672 03/31/2024
Ehrlich Financial Group6,192$666 03/31/2024
     MUB6,192$666 03/31/2024
TFB Advisors LLC6,147$666 12/31/2023
     MUB6,147$666 12/31/2023
1ST Source Bank6,125$664 12/31/2023
     MUB6,125$664 12/31/2023
Journey Strategic Wealth LLC6,103$662 12/31/2023
     MUB6,103$662 12/31/2023
Private Capital Management LLC6,117$658 03/31/2024
     MUB6,117$658 03/31/2024
Beta Wealth Group Inc.6,066$658 12/31/2023
     MUB6,066$658 12/31/2023
Pinnacle Wealth Planning Services Inc.6,053$656 12/31/2023
     MUB6,053$656 12/31/2023
Cooper Financial Group6,040$650 03/31/2024
     MUB6,040$650 03/31/2024
GeoWealth Management LLC6,003$650 12/31/2023
     MUB6,003$650 12/31/2023
PrairieView Partners LLC5,987$649 12/31/2023
     MUB5,987$649 12/31/2023
Horan Capital Advisors LLC.5,967$647 12/31/2023
     MUB5,967$647 12/31/2023
Francis Financial Inc.5,931$638 03/31/2024
     MUB5,931$638 03/31/2024
Appleton Partners Inc. MA5,913$636 03/31/2024
     MUB5,913$636 03/31/2024
Integris Wealth Management LLC5,845$634 12/31/2023
     MUB5,845$634 12/31/2023
Magnus Financial Group LLC5,826$632 12/31/2023
     MUB5,826$632 12/31/2023
Wescott Financial Advisory Group LLC5,825$632 12/31/2023
     MUB5,825$632 12/31/2023
Charter Oak Capital Management LLC5,857$630 03/31/2024
     MUB5,857$630 03/31/2024
Able Wealth Management LLC5,814$630 12/31/2023
     MUB5,814$630 12/31/2023
Fortis Capital Management LLC5,756$624 12/31/2023
     MUB5,756$624 12/31/2023
First Affirmative Financial Network5,775$621 03/31/2024
     MUB5,775$621 03/31/2024
Redhawk Wealth Advisors Inc.5,706$619 12/31/2023
     MUB5,706$619 12/31/2023
Union Savings Bank5,679$616 12/31/2023
     MUB5,679$616 12/31/2023
Wetherby Asset Management Inc.5,653$613 12/31/2023
     MUB5,653$613 12/31/2023
Tradition Wealth Management LLC5,639$611 12/31/2023
     MUB5,639$611 12/31/2023
Flaharty Asset Management LLC5,608$608 12/31/2023
     MUB5,608$608 12/31/2023
American National Bank & Trust Co. VA5,639$607 03/31/2024
     MUB5,639$607 03/31/2024
TRUE Private Wealth Advisors5,633$606 03/31/2024
     MUB5,633$606 03/31/2024
Altiora Financial Group LLC5,628$606 03/31/2024
     MUB5,628$606 03/31/2024
Vertex Planning Partners LLC5,589$606 12/31/2023
     MUB5,589$606 12/31/2023
Flagship Private Wealth LLC5,583$605 12/31/2023
     MUB5,583$605 12/31/2023
Evanson Asset Management LLC5,602$603 03/31/2024
     MUB5,602$603 03/31/2024
BIP Wealth LLC5,558$603 12/31/2023
     MUB5,558$603 12/31/2023
EPG Wealth Management LLC5,611$603 12/31/2023
     MUB5,611$603 12/31/2023
Wealth Alliance5,549$602 12/31/2023
     MUB5,549$602 12/31/2023
Values Added Financial LLC5,583$601 03/31/2024
     MUB5,583$601 03/31/2024
Atomi Financial Group Inc.5,487$595 12/31/2023
     MUB5,487$595 12/31/2023
Certus Wealth Management LLC5,484$595 12/31/2023
     MUB5,484$595 12/31/2023
Linscomb & Williams Inc.5,480$594 12/31/2023
     MUB5,480$594 12/31/2023
Pillar Wealth Advisors LLC5,479$594 12/31/2023
     MUB5,479$594 12/31/2023
Main Street Financial Solutions LLC5,492$591 03/31/2024
     MUB5,492$591 03/31/2024
Davidson Trust Co.5,450$591 12/31/2023
     MUB5,450$591 12/31/2023
KFA Private Wealth Group LLC5,451$591 12/31/2023
     MUB5,451$591 12/31/2023
Kingswood Wealth Advisors LLC5,483$590 03/31/2024
     MUB5,483$590 03/31/2024
Williams & Novak LLC5,417$587 03/31/2024
     MUB5,417$587 03/31/2024
First Financial Bankshares Inc5,371$582 12/31/2023
     MUB5,371$582 12/31/2023
Signature Estate & Investment Advisors LLC5,342$579 12/31/2023
     MUB5,342$579 12/31/2023
Copperleaf Capital LLC5,344$579 12/31/2023
     MUB5,344$579 12/31/2023
Baron Financial Group LLC5,310$576 12/31/2023
     MUB5,310$576 12/31/2023
Paragon Capital Management Ltd5,266$567 03/31/2024
     MUB5,266$567 03/31/2024
Firethorn Wealth Partners LLC5,271$567 03/31/2024
     MUB5,271$567 03/31/2024
Independence Bank of Kentucky5,246$564 03/31/2024
     MUB5,246$564 03/31/2024
Heritage Financial Services LLC5,190$563 12/31/2023
     MUB5,190$563 12/31/2023
GLOBALT Investments LLC GA5,180$562 12/31/2023
     MUB5,180$562 12/31/2023
Hardy Reed LLC5,100$553 12/31/2023
     MUB5,100$553 12/31/2023
9258 Wealth Management LLC5,081$551 12/31/2023
     MUB5,081$551 12/31/2023
United Advisor Group LLC5,074$551 12/31/2023
     MUB5,074$551 12/31/2023
Lee Financial Co5,055$548 12/31/2023
     MUB5,055$548 12/31/2023
Argonautica Private Wealth Management Inc.5,053$548 12/31/2023
     MUB5,053$548 12/31/2023
NBC Securities Inc.5,067$545 03/31/2024
     MUB5,067$545 03/31/2024
BKA Wealth Consulting Inc.5,065$545 03/31/2024
     MUB5,065$545 03/31/2024
B.O.S.S. Retirement Advisors LLC5,024$545 12/31/2023
     MUB5,024$545 12/31/2023
Monetary Management Group Inc.5,000$542 12/31/2023
     MUB5,000$542 12/31/2023
Mount Lucas Management LP4,991$541 12/31/2023
     MUB4,991$541 12/31/2023
Aries Wealth Management4,980$540 12/31/2023
     MUB4,980$540 12/31/2023
Godshalk Welsh Capital Management Inc.4,975$539 12/31/2023
     MUB4,975$539 12/31/2023
Redwood Investment Management LLC4,976$539 12/31/2023
     MUB4,976$539 12/31/2023
Hummer Financial Advisory Services Inc5,000$538 03/31/2024
     MUB5,000$538 03/31/2024
Invst LLC4,964$535 12/31/2023
     MUB4,964$535 12/31/2023
TCP Asset Management LLC4,960$534 03/31/2024
     MUB4,960$534 03/31/2024
Tritonpoint Wealth LLC4,966$534 03/31/2024
     MUB4,966$534 03/31/2024
Evolution Wealth Advisors LLC4,947$532 03/31/2024
     MUB4,947$532 03/31/2024
Macroview Investment Management LLC4,857$527 12/31/2023
     MUB4,857$527 12/31/2023
Neuberger Berman Group LLC4,855$526 12/31/2023
     MUB4,855$526 12/31/2023
Parkside Financial Bank & Trust4,809$521 12/31/2023
     MUB4,809$521 12/31/2023
Titleist Asset Management LLC4,809$521 12/31/2023
     MUB4,809$521 12/31/2023
Sandbox Financial Partners LLC4,786$515 03/31/2024
     MUB4,786$515 03/31/2024
Green Harvest Asset Management LLC4,746$515 12/31/2023
     MUB4,746$515 12/31/2023
ESG Planning4,754$515 12/31/2023
     MUB4,754$515 12/31/2023
Boyd Wealth Management LLC4,776$514 03/31/2024
     MUB4,776$514 03/31/2024
Red Wave Investments LLC4,743$514 12/31/2023
     MUB4,743$514 12/31/2023
Smith Moore & CO.4,735$513 12/31/2023
     MUB4,735$513 12/31/2023
Parcion Private Wealth LLC4,756$512 03/31/2024
     MUB4,756$512 03/31/2024
Innova Wealth Partners4,719$512 12/31/2023
     MUB4,719$512 12/31/2023
Evercore Wealth Management LLC4,702$510 12/31/2023
     MUB4,702$510 12/31/2023
Gould Asset Management LLC CA4,675$507 12/31/2023
     MUB4,675$507 12/31/2023
Two Sigma Securities LLC4,609$500 12/31/2023
     MUB4,609$500 12/31/2023
Gallacher Capital Management LLC4,599$499 12/31/2023
     MUB4,599$499 12/31/2023
Ellenbecker Investment Group4,618$497 03/31/2024
     MUB4,618$497 03/31/2024
Providence First Trust Co4,550$493 12/31/2023
     MUB4,550$493 12/31/2023
Tudor Investment Corp Et Al4,492$487 12/31/2023
     MUB4,492$487 12/31/2023
HMS Capital Management LLC4,515$486 03/31/2024
     MUB4,515$486 03/31/2024
Presidio Capital Management LLC4,496$484 03/31/2024
     MUB4,496$484 03/31/2024
Erickson Financial Group LLC4,462$484 12/31/2023
     MUB4,462$484 12/31/2023
Integrated Investment Consultants LLC4,491$483 03/31/2024
     MUB4,491$483 03/31/2024
West Coast Financial LLC4,460$480 03/31/2024
     MUB4,460$480 03/31/2024
Arrowroot Family Office LLC4,410$478 12/31/2023
     MUB4,410$478 12/31/2023
Round Rock Advisors LLC4,430$477 03/31/2024
     MUB4,430$477 03/31/2024
Vista Wealth Management Group LLC4,380$475 12/31/2023
     MUB4,380$475 12/31/2023
Bray Capital Advisors4,300$466 12/31/2023
     MUB4,300$466 12/31/2023
FOCUS Wealth Advisors LLC4,313$464 03/31/2024
     MUB4,313$464 03/31/2024
Advisor Resource Council4,261$462 03/31/2024
     MUB4,261$462 03/31/2024
Dividend Assets Capital LLC4,266$462 12/31/2023
     MUB4,266$462 12/31/2023
Northwest Financial Advisors4,261$462 12/31/2023
     MUB4,261$462 12/31/2023
Ellis Investment Partners LLC4,286$461 03/31/2024
     MUB4,286$461 03/31/2024
Empower Advisory Group LLC4,245$460 12/31/2023
     MUB4,245$460 12/31/2023
Eagle Wealth Strategies LLC4,289$459 03/31/2024
     MUB4,289$459 03/31/2024
Flagstone Financial Management4,238$459 12/31/2023
     MUB4,238$459 12/31/2023
Modern Wealth Management LLC4,171$452 12/31/2023
     MUB4,171$452 12/31/2023
FFT Wealth Management LLC4,126$447 12/31/2023
     MUB4,126$447 12/31/2023
Hills Bank & Trust Co4,111$446 12/31/2023
     MUB4,111$446 12/31/2023
Palumbo Wealth Management LLC4,135$445 03/31/2024
     MUB4,135$445 03/31/2024
Winthrop Advisory Group LLC4,123$444 03/31/2024
     MUB4,123$444 03/31/2024
Sutton Place Investors LLC4,126$444 03/31/2024
     MUB4,126$444 03/31/2024
Wheelhouse Advisory Group LLC4,128$444 03/31/2024
     MUB4,128$444 03/31/2024
Apollon Financial LLC4,071$441 12/31/2023
     MUB4,071$441 12/31/2023
Shared Vision Wealth Group LLC4,056$440 12/31/2023
     MUB4,056$440 12/31/2023
Elevate Wealth Advisory Inc.4,061$440 12/31/2023
     MUB4,061$440 12/31/2023
FDx Advisors Inc.4,019$436 12/31/2023
     MUB4,019$436 12/31/2023
Transcend Wealth Collective LLC4,016$435 12/31/2023
     MUB4,016$435 12/31/2023
Diversified LLC4,005$434 12/31/2023
     MUB4,005$434 12/31/2023
ACT Wealth Management LLC4,026$433 03/31/2024
     MUB4,026$433 03/31/2024
Stablepoint Partners LLC4,025$433 03/31/2024
     MUB4,025$433 03/31/2024
Ballast Advisors LLC3,990$433 12/31/2023
     MUB3,990$433 12/31/2023
Zacks Investment Management3,980$431 12/31/2023
     MUB3,980$431 12/31/2023
Willis Johnson & Associates Inc.3,996$430 03/31/2024
     MUB3,996$430 03/31/2024
Gallagher Fiduciary Advisors LLC3,963$430 12/31/2023
     MUB3,963$430 12/31/2023
Addison Advisors LLC3,969$430 12/31/2023
     MUB3,969$430 12/31/2023
Windham Capital Management LLC3,950$428 12/31/2023
     MUB3,950$428 12/31/2023
Institutional & Family Asset Management LLC3,952$428 12/31/2023
     MUB3,952$428 12/31/2023
Cyndeo Wealth Partners LLC3,966$427 03/31/2024
     MUB3,966$427 03/31/2024
Midwest Professional Planners LTD.3,939$427 12/31/2023
     MUB3,939$427 12/31/2023
NCM Capital Management LLC3,899$423 12/31/2023
     MUB3,899$423 12/31/2023
Frontier Asset Management LLC3,906$423 12/31/2023
     MUB3,906$423 12/31/2023
Altus Wealth Management LLC3,885$418 03/31/2024
     MUB3,885$418 03/31/2024
Ethos Financial Group LLC3,845$417 12/31/2023
     MUB3,845$417 12/31/2023
Hexagon Capital Partners LLC3,870$416 03/31/2024
     MUB3,870$416 03/31/2024
Bell Investment Advisors Inc3,831$415 12/31/2023
     MUB3,831$415 12/31/2023
Riverwater Partners LLC3,845$414 03/31/2024
     MUB3,845$414 03/31/2024
Regis Management CO LLC3,800$409 03/31/2024
     MUB3,800$409 03/31/2024
Cozad Asset Management Inc.3,765$408 12/31/2023
     MUB3,765$408 12/31/2023
Coastal Investment Advisors Inc.3,783$407 03/31/2024
     MUB3,783$407 03/31/2024
Ronald Blue Trust Inc.3,950$405 12/31/2023
     MUB3,950$405 12/31/2023
Northwest Wealth Management LLC3,729$404 12/31/2023
     MUB3,729$404 12/31/2023
Eqis Capital Management Inc.3,669$398 12/31/2023
     MUB3,669$398 12/31/2023
Avaii Wealth Management LLC3,651$396 12/31/2023
     MUB3,651$396 12/31/2023
Lakeshore Financial Planning Inc.3,637$394 12/31/2023
     MUB3,637$394 12/31/2023
Vaughan Nelson Investment Management L.P.3,650$393 03/31/2024
     MUB3,650$393 03/31/2024
Hilltop Wealth Advisors LLC3,657$393 03/31/2024
     MUB3,657$393 03/31/2024
International Assets Investment Management LLC3,657$391 03/31/2024
     MUB3,657$391 03/31/2024
Andrew Hill Investment Advisors Inc.3,583$388 12/31/2023
     MUB3,583$388 12/31/2023
Edgemoor Investment Advisors Inc.3,560$386 12/31/2023
     MUB3,560$386 12/31/2023
Charter Trust Co.3,567$384 03/31/2024
     MUB3,567$384 03/31/2024
Vanguard Group Inc.3,546$384 12/31/2023
     MUB3,546$384 12/31/2023
Collaborative Wealth Managment Inc.3,535$383 12/31/2023
     MUB3,535$383 12/31/2023
Relyea Zuckerberg Hanson LLC3,552$382 03/31/2024
     MUB3,552$382 03/31/2024
One Degree Advisors Inc3,561$382 12/31/2023
     MUB3,561$382 12/31/2023
Little House Capital LLC3,538$381 03/31/2024
     MUB3,538$381 03/31/2024
Atlas Brown Inc.3,530$380 03/31/2024
     MUB3,530$380 03/31/2024
Tyche Wealth Partners LLC3,530$380 03/31/2024
     MUB3,530$380 03/31/2024
First Citizens Financial Corp3,493$379 12/31/2023
     MUB3,493$379 12/31/2023
Lyell Wealth Management LP3,485$378 12/31/2023
     MUB3,485$378 12/31/2023
Chemistry Wealth Management LLC3,490$376 03/31/2024
     MUB3,490$376 03/31/2024
Whitcomb & Hess Inc.3,475$374 03/31/2024
     MUB3,475$374 03/31/2024
Shepherd Financial Partners LLC3,408$367 03/31/2024
     MUB3,408$367 03/31/2024
WealthPLAN Partners LLC3,375$366 12/31/2023
     MUB3,375$366 12/31/2023
Evensky & Katz LLC3,389$365 03/31/2024
     MUB3,389$365 03/31/2024
Gladstone Institutional Advisory LLC3,361$364 12/31/2023
     MUB3,361$364 12/31/2023
Spotlight Asset Group Inc.3,545$364 12/31/2023
     MUB3,545$364 12/31/2023
ERTS Wealth Advisors LLC3,377$363 03/31/2024
     MUB3,377$363 03/31/2024
Signal Advisors Wealth LLC3,378$363 03/31/2024
     MUB3,378$363 03/31/2024
Objective Capital Management LLC3,350$363 12/31/2023
     MUB3,350$363 12/31/2023
Trexquant Investment LP3,337$362 12/31/2023
     MUB3,337$362 12/31/2023
PAX Financial Group LLC3,360$362 12/31/2023
     MUB3,360$362 12/31/2023
Traverso Chambers Private Wealth Management LLC3,285$356 12/31/2023
     MUB3,285$356 12/31/2023
Tenret Co LLC3,267$352 03/31/2024
     MUB3,267$352 03/31/2024
Warren Street Wealth Advisors LLC3,243$352 12/31/2023
     MUB3,243$352 12/31/2023
ETF Portfolio Partners Inc.3,221$349 12/31/2023
     MUB3,221$349 12/31/2023
BSW Wealth Partners3,215$346 03/31/2024
     MUB3,215$346 03/31/2024
Long Island Wealth Management Inc.3,193$346 12/31/2023
     MUB3,193$346 12/31/2023
OneAscent Financial Services LLC3,207$345 03/31/2024
     MUB3,207$345 03/31/2024
Bare Financial Services Inc3,184$345 12/31/2023
     MUB3,184$345 12/31/2023
TrinityPoint Wealth LLC3,171$344 12/31/2023
     MUB3,171$344 12/31/2023
Enterprise Bank & Trust Co3,186$343 03/31/2024
     MUB3,186$343 03/31/2024
Executive Wealth Management LLC3,135$340 12/31/2023
     MUB3,135$340 12/31/2023
Forum Private Client Group LLC3,121$338 12/31/2023
     MUB3,121$338 12/31/2023
FLC Capital Advisors3,112$337 12/31/2023
     MUB3,112$337 12/31/2023
Evoke Wealth LLC3,100$336 12/31/2023
     MUB3,100$336 12/31/2023
Clear Creek Financial Management LLC3,092$333 03/31/2024
     MUB3,092$333 03/31/2024
WASHINGTON TRUST Co3,081$332 03/31/2024
     MUB3,081$332 03/31/2024
Advocacy Wealth Management Services LLC3,086$332 03/31/2024
     MUB3,086$332 03/31/2024
True North Advisors LLC3,090$332 03/31/2024
     MUB3,090$332 03/31/2024
Jordan Park Group LLC3,035$329 12/31/2023
     MUB3,035$329 12/31/2023
Schmidt P J Investment Management Inc.3,048$328 03/31/2024
     MUB3,048$328 03/31/2024
Vista Investment Management3,023$328 12/31/2023
     MUB3,023$328 12/31/2023
Vestmark Advisory Solutions Inc.3,020$327 12/31/2023
     MUB3,020$327 12/31/2023
Cornerstone Planning Group LLC3,005$326 12/31/2023
     MUB3,005$326 12/31/2023
Crescent Grove Advisors LLC3,000$325 12/31/2023
     MUB3,000$325 12/31/2023
AXS Investments LLC3,000$325 12/31/2023
     MUB3,000$325 12/31/2023
MBA Advisors LLC3,007$324 03/31/2024
     MUB3,007$324 03/31/2024
Citizens & Northern Corp2,986$324 12/31/2023
     MUB2,986$324 12/31/2023
Colonial Trust Advisors2,993$324 12/31/2023
     MUB2,993$324 12/31/2023
Optimum Investment Advisors3,000$323 03/31/2024
     MUB3,000$323 03/31/2024
Eudaimonia Partners LLC3,000$323 03/31/2024
     MUB3,000$323 03/31/2024
Horst & Graben Wealth Management LLC2,943$317 03/31/2024
     MUB2,943$317 03/31/2024
Resource Planning Group2,912$316 12/31/2023
     MUB2,912$316 12/31/2023
Insight Advisors LLC PA2,918$316 12/31/2023
     MUB2,918$316 12/31/2023
Concorde Asset Management LLC2,906$315 12/31/2023
     MUB2,906$315 12/31/2023
Lwmg LLC2,892$314 12/31/2023
     MUB2,892$314 12/31/2023
RHS Financial LLC2,888$311 03/31/2024
     MUB2,888$311 03/31/2024
BBR Partners LLC2,870$311 12/31/2023
     MUB2,870$311 12/31/2023
Sunbelt Securities Inc.2,870$309 03/31/2024
     MUB2,870$309 03/31/2024
Family Investment Center Inc.2,869$309 03/31/2024
     MUB2,869$309 03/31/2024
Total Investment Management Inc.2,852$307 03/31/2024
     MUB2,852$307 03/31/2024
Todd Asset Management LLC2,828$307 12/31/2023
     MUB2,828$307 12/31/2023
Savvy Advisors Inc.2,836$307 12/31/2023
     MUB2,836$307 12/31/2023
Trustmark National Bank Trust Department2,819$306 12/31/2023
     MUB2,819$306 12/31/2023
Financial Partners Group Inc2,816$305 12/31/2023
     MUB2,816$305 12/31/2023
Trademark Financial Management LLC2,814$305 12/31/2023
     MUB2,814$305 12/31/2023
Badgley Phelps Wealth Managers LLC2,800$304 12/31/2023
     MUB2,800$304 12/31/2023
Winthrop Capital Management LLC2,801$304 12/31/2023
     MUB2,801$304 12/31/2023
NorthStar Asset Management LLC NJ 2,805$304 12/31/2023
     MUB2,805$304 12/31/2023
Intergy Private Wealth LLC2,819$303 03/31/2024
     MUB2,819$303 03/31/2024
Disciplined Investments LLC2,786$300 03/31/2024
     MUB2,786$300 03/31/2024
New York Life Investment Management LLC2,742$297 12/31/2023
     MUB2,742$297 12/31/2023
Beacon Financial Group2,736$297 12/31/2023
     MUB2,736$297 12/31/2023
Wall Capital Group Inc.2,744$297 12/31/2023
     MUB2,744$297 12/31/2023
Cumberland Advisors Inc.2,750$296 03/31/2024
     MUB2,750$296 03/31/2024
Price T Rowe Associates Inc. MD2,700$293 12/31/2023
     MUB2,700$293 12/31/2023
Gateway Advisory LLC2,682$291 12/31/2023
     MUB2,682$291 12/31/2023
Gray Wealth Management Inc.2,671$290 12/31/2023
     MUB2,671$290 12/31/2023
CRA Financial Services LLC2,690$289 03/31/2024
     MUB2,690$289 03/31/2024
Grant GrossMendelsohn LLC2,707$289 03/31/2024
     MUB2,707$289 03/31/2024
Sterling Wealth Management Inc.2,650$287 12/31/2023
     MUB2,650$287 12/31/2023
Fermata Advisors LLC2,662$286 03/31/2024
     MUB2,662$286 03/31/2024
Accretive Wealth Partners LLC2,631$285 12/31/2023
     MUB2,631$285 12/31/2023
Wealth Effects LLC2,622$282 03/31/2024
     MUB2,622$282 03/31/2024
Harvey Capital Management Inc.2,600$282 12/31/2023
     MUB2,600$282 12/31/2023
Fortis Group Advisors LLC2,622$282 12/31/2023
     MUB2,622$282 12/31/2023
Valley Financial Group Inc.2,598$282 12/31/2023
     MUB2,598$282 12/31/2023
Hilltop Holdings Inc.2,594$281 12/31/2023
     MUB2,594$281 12/31/2023
Mesirow Financial Investment Management Inc.2,594$279 03/31/2024
     MUB2,594$279 03/31/2024
HCR Wealth Advisors2,568$278 12/31/2023
     MUB2,568$278 12/31/2023
Client 1ST Advisory Group LLC2,567$278 12/31/2023
     MUB2,567$278 12/31/2023
Baker Boyer National Bank2,560$275 03/31/2024
     MUB2,560$275 03/31/2024
Northwest Capital Management Inc2,547$274 03/31/2024
     MUB2,547$274 03/31/2024
W.G. Shaheen & Associates DBA Whitney & Co2,505$272 12/31/2023
     MUB2,505$272 12/31/2023
Benedetti & Gucer Inc.2,489$270 12/31/2023
     MUB2,489$270 12/31/2023
Cardiff Park Advisors LLC2,459$267 12/31/2023
     MUB2,459$267 12/31/2023
BTS Asset Management Inc.2,468$266 03/31/2024
     MUB2,468$266 03/31/2024
Covenant Asset Management LLC2,474$266 03/31/2024
     MUB2,474$266 03/31/2024
Oceanside Advisors LLC2,475$266 03/31/2024
     MUB2,475$266 03/31/2024
Commonwealth Financial Services LLC2,444$265 12/31/2023
     MUB2,444$265 12/31/2023
KFG Wealth Management LLC2,458$264 03/31/2024
     MUB2,458$264 03/31/2024
Bank OZK2,422$263 12/31/2023
     MUB2,422$263 12/31/2023
PBMares Wealth Management LLC2,426$263 12/31/2023
     MUB2,426$263 12/31/2023
Obsidian Personal Planning Solutions LLC2,403$261 12/31/2023
     MUB2,403$261 12/31/2023
Hill Island Financial LLC2,405$261 12/31/2023
     MUB2,405$261 12/31/2023
AFT Forsyth & Company Inc.2,380$258 12/31/2023
     MUB2,380$258 12/31/2023
Paragon Wealth Strategies LLC2,376$258 12/31/2023
     MUB2,376$258 12/31/2023
Auour Investments LLC2,398$258 12/31/2023
     MUB2,398$258 12/31/2023
EWA LLC2,386$258 12/31/2023
     MUB2,386$258 12/31/2023
Signature Securities Group Corporation2,390$257 03/31/2024
     MUB2,390$257 03/31/2024
Americana Partners LLC2,350$255 12/31/2023
     MUB2,350$255 12/31/2023
We Are One Seven LLC2,341$254 12/31/2023
     MUB2,341$254 12/31/2023
Leavell Investment Management Inc.2,350$253 03/31/2024
     MUB2,350$253 03/31/2024
Northland Capital Management LLC2,340$252 03/31/2024
     MUB2,340$252 03/31/2024
Guardian Wealth Advisors LLC NC2,327$252 12/31/2023
     MUB2,327$252 12/31/2023
FSA Wealth Management LLC2,308$250 12/31/2023
     MUB2,308$250 12/31/2023
Valeo Financial Advisors LLC2,344$249 03/31/2024
     MUB2,344$249 03/31/2024
Covestor Ltd2,284$248 12/31/2023
     MUB2,284$248 12/31/2023
Fundamentun LLC2,282$246 03/31/2024
     MUB2,282$246 03/31/2024
Topel & Distasi Wealth Management LLC2,241$243 12/31/2023
     MUB2,241$243 12/31/2023
LongView Wealth Management2,244$241 03/31/2024
     MUB2,244$241 03/31/2024
Beacon Harbor Wealth Advisors Inc.2,221$241 12/31/2023
     MUB2,221$241 12/31/2023
Cypress Financial Planning LLC2,216$238 03/31/2024
     MUB2,216$238 03/31/2024
Crumly & Associates Inc.2,212$238 12/31/2023
     MUB2,212$238 12/31/2023
Successful Portfolios LLC2,195$236 03/31/2024
     MUB2,195$236 03/31/2024
Fonville Wealth Management LLC2,197$236 03/31/2024
     MUB2,197$236 03/31/2024
Shufro Rose & Co. LLC2,301$236 12/31/2023
     MUB2,301$236 12/31/2023
Summit Asset Management LLC2,180$236 12/31/2023
     MUB2,180$236 12/31/2023
Willow Creek Wealth Management Inc.2,177$236 12/31/2023
     MUB2,177$236 12/31/2023
Carnegie Capital Asset Management LLC2,170$235 12/31/2023
     MUB2,170$235 12/31/2023
Waterway Wealth Management LLC2,177$234 03/31/2024
     MUB2,177$234 03/31/2024
Legacy Advisors LLC2,136$232 12/31/2023
     MUB2,136$232 12/31/2023
HB Wealth Management LLC2,143$232 12/31/2023
     MUB2,143$232 12/31/2023
Ridgewood Investments LLC2,128$229 03/31/2024
     MUB2,128$229 03/31/2024
Occidental Asset Management LLC2,124$229 03/31/2024
     MUB2,124$229 03/31/2024
Millington Financial Advisors LLC2,115$229 12/31/2023
     MUB2,115$229 12/31/2023
Intellectus Partners LLC2,100$228 12/31/2023
     MUB2,100$228 12/31/2023
Williams Jones Wealth Management LLC.2,101$228 12/31/2023
     MUB2,101$228 12/31/2023
Mattern Wealth Management LLC2,106$228 12/31/2023
     MUB2,106$228 12/31/2023
Sapient Capital LLC2,109$227 03/31/2024
     MUB2,109$227 03/31/2024
XML Financial LLC2,084$226 12/31/2023
     MUB2,084$226 12/31/2023
Atwater Malick LLC2,094$225 03/31/2024
     MUB2,094$225 03/31/2024
RKL Wealth Management LLC2,068$224 12/31/2023
     MUB2,068$224 12/31/2023
Journey Advisory Group LLC2,066$224 12/31/2023
     MUB2,066$224 12/31/2023
First National Corp MA ADV2,058$223 03/31/2024
     MUB2,058$223 03/31/2024
Advance Capital Management Inc.2,076$223 03/31/2024
     MUB2,076$223 03/31/2024
MONECO Advisors LLC2,074$223 03/31/2024
     MUB2,074$223 03/31/2024
Fiera Capital Corp2,056$223 12/31/2023
     MUB2,056$223 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors2,058$223 12/31/2023
     MUB2,058$223 12/31/2023
Royal Harbor Partners LLC2,060$223 12/31/2023
     MUB2,060$223 12/31/2023
Sunburst Financial Group LLC2,075$222 03/31/2024
     MUB2,075$222 03/31/2024
Arete Wealth Advisors LLC2,052$222 12/31/2023
     MUB2,052$222 12/31/2023
TSA Wealth Managment LLC2,037$221 12/31/2023
     MUB2,037$221 12/31/2023
Bank of Hawaii2,017$219 12/31/2023
     MUB2,017$219 12/31/2023
Motco2,015$218 12/31/2023
     MUB2,015$218 12/31/2023
Sentinel Pension Advisors Inc.2,006$218 12/31/2023
     MUB2,006$218 12/31/2023
Perennial Advisors LLC2,019$217 03/31/2024
     MUB2,019$217 03/31/2024
Kathleen S. Wright Associates Inc.2,013$217 03/31/2024
     MUB2,013$217 03/31/2024
Firestone Capital Management1,989$216 12/31/2023
     MUB1,989$216 12/31/2023
Midland Wealth Advisors LLC1,988$216 12/31/2023
     MUB1,988$216 12/31/2023
Sachetta LLC1,990$216 12/31/2023
     MUB1,990$216 12/31/2023
Oliver Luxxe Assets LLC2,000$215 03/31/2024
     MUB2,000$215 03/31/2024
Columbia Advisory Partners LLC1,994$215 03/31/2024
     MUB1,994$215 03/31/2024
Regatta Capital Group LLC2,000$215 03/31/2024
     MUB2,000$215 03/31/2024
Armstrong Fleming & Moore Inc2,001$215 03/31/2024
     MUB2,001$215 03/31/2024
Five Oceans Advisors1,986$214 03/31/2024
     MUB1,986$214 03/31/2024
Vivaldi Capital Management LLC1,990$214 12/31/2023
     MUB1,990$214 12/31/2023
Tempus Wealth Planning LLC1,980$213 03/31/2024
     MUB1,980$213 03/31/2024
Hofer & Associates. Inc1,984$213 03/31/2024
     MUB1,984$213 03/31/2024
Thomasville National Bank1,965$211 03/31/2024
     MUB1,965$211 03/31/2024
Colorado Capital Management Inc.1,942$209 03/31/2024
     MUB1,942$209 03/31/2024
Personal CFO Solutions LLC1,915$208 12/31/2023
     MUB1,915$208 12/31/2023
Brighton Jones LLC1,909$207 12/31/2023
     MUB1,909$207 12/31/2023
Conrad Siegel Investment Advisors Inc.1,905$205 03/31/2024
     MUB1,905$205 03/31/2024
OMNI 360 Wealth Inc.1,908$205 03/31/2024
     MUB1,908$205 03/31/2024
Retirement Planning Group1,893$204 03/31/2024
     MUB1,893$204 03/31/2024
Xcel Wealth Management LLC1,892$204 03/31/2024
     MUB1,892$204 03/31/2024
Latitude Advisors LLC1,891$204 03/31/2024
     MUB1,891$204 03/31/2024
Rye Brook Capital LLC1,900$204 03/31/2024
     MUB1,900$204 03/31/2024
Sunpointe LLC1,887$203 03/31/2024
     MUB1,887$203 03/31/2024
Exeter Financial LLC1,890$202 03/31/2024
     MUB1,890$202 03/31/2024
Advisors Capital Management LLC1,851$201 12/31/2023
     MUB1,851$201 12/31/2023
One Charles Private Wealth Services LLC1,850$201 12/31/2023
     MUB1,850$201 12/31/2023
Rainey & Randall Investment Management Inc.1,863$200 03/31/2024
     MUB1,863$200 03/31/2024
Team Financial Group LLC1,732$188 12/31/2023
     MUB1,732$188 12/31/2023
Morris Financial Concepts Inc.1,730$186 03/31/2024
     MUB1,730$186 03/31/2024
Moisand Fitzgerald Tamayo LLC1,731$186 03/31/2024
     MUB1,731$186 03/31/2024
1832 Asset Management L.P.1,708$185 12/31/2023
     MUB1,708$185 12/31/2023
Qube Research & Technologies Ltd1,697$184 12/31/2023
     MUB1,697$184 12/31/2023
Atlantic Trust LLC1,574$171 12/31/2023
     MUB1,574$171 12/31/2023
Cassady Schiller Wealth Management LLC1,533$166 12/31/2023
     MUB1,533$166 12/31/2023
Pacifica Partners Inc.1,540$165 03/31/2024
     MUB1,540$165 03/31/2024
Transcendent Capital Group LLC1,515$164 03/31/2024
     MUB1,515$164 03/31/2024
Carolinas Wealth Consulting LLC1,501$163 12/31/2023
     MUB1,501$163 12/31/2023
Delta Asset Management LLC TN1,445$157 12/31/2023
     MUB1,445$157 12/31/2023
Silicon Valley Capital Partners1,306$142 12/31/2023
     MUB1,306$142 12/31/2023
Proffitt & Goodson Inc.1,300$140 03/31/2024
     MUB1,300$140 03/31/2024
AllSquare Wealth Management LLC1,285$139 12/31/2023
     MUB1,285$139 12/31/2023
Keener Financial Planning LLC1,282$139 12/31/2023
     MUB1,282$139 12/31/2023
Friedenthal Financial1,287$138 03/31/2024
     MUB1,287$138 03/31/2024
Ambassador Advisors LLC1,269$136 12/31/2023
     MUB1,269$136 12/31/2023
Wolff Wiese Magana LLC1,204$130 03/31/2024
     MUB1,204$130 03/31/2024
Fairway Wealth LLC1,167$127 12/31/2023
     MUB1,167$127 12/31/2023
Hartford Financial Management Inc.1,160$125 03/31/2024
     MUB1,160$125 03/31/2024
New Republic Capital LLC1,132$123 12/31/2023
     MUB1,132$123 12/31/2023
Richardson Financial Services Inc.1,112$121 12/31/2023
     MUB1,112$121 12/31/2023
CGC Financial Services LLC1,115$120 03/31/2024
     MUB1,115$120 03/31/2024
Atlas Capital Advisors LLC1,100$118 03/31/2024
     MUB1,100$118 03/31/2024
Bogart Wealth LLC1,070$115 03/31/2024
     MUB1,070$115 03/31/2024
DT Investment Partners LLC1,041$113 12/31/2023
     MUB1,041$113 12/31/2023
Gradient Investments LLC1,030$111 03/31/2024
     MUB1,030$111 03/31/2024
Thompson Siegel & Walmsley LLC1,016$110 12/31/2023
     MUB1,016$110 12/31/2023
Cape Investment Advisory Inc.954$103 12/31/2023
     MUB954$103 12/31/2023
CVA Family Office LLC929$100 03/31/2024
     MUB929$100 03/31/2024
AlphaCentric Advisors LLC917$99 03/31/2024
     MUB917$99 03/31/2024
Washington Trust Advisors Inc.900$98 12/31/2023
     MUB900$98 12/31/2023
Smartleaf Asset Management LLC906$98 12/31/2023
     MUB906$98 12/31/2023
Founders Financial Alliance LLC898$97 12/31/2023
     MUB898$97 12/31/2023
CarsonAllaria Wealth Management Ltd.872$95 12/31/2023
     MUB872$95 12/31/2023
Main Street Group LTD861$93 12/31/2023
     MUB861$93 12/31/2023
Banque Cantonale Vaudoise840$90 03/31/2024
     MUB840$90 03/31/2024
Lindbrook Capital LLC800$86 03/31/2024
     MUB800$86 03/31/2024
First Manhattan Co.791$86 12/31/2023
     MUB791$86 12/31/2023
Toth Financial Advisory Corp771$83 03/31/2024
     MUB771$83 03/31/2024
Oliver Lagore Vanvalin Investment Group769$83 12/31/2023
     MUB769$83 12/31/2023
Mechanics Financial Corp643$70 12/31/2023
     MUB643$70 12/31/2023
LGT Financial Advisors LLC618$67 12/31/2023
     MUB618$67 12/31/2023
Future Financial Wealth Managment LLC604$65 03/31/2024
     MUB604$65 03/31/2024
Indiana Trust & Investment Management CO599$64 03/31/2024
     MUB599$64 03/31/2024
Harbor Investment Advisory LLC597$64 03/31/2024
     MUB597$64 03/31/2024
Riverview Trust Co566$61 03/31/2024
     MUB566$61 03/31/2024
Princeton Global Asset Management LLC549$59 12/31/2023
     MUB549$59 12/31/2023
Frazier Financial Advisors LLC546$59 12/31/2023
     MUB546$59 12/31/2023
Clean Yield Group534$58 12/31/2023
     MUB534$58 12/31/2023
Householder Group Estate & Retirement Specialist LLC529$57 12/31/2023
     MUB529$57 12/31/2023
Hallmark Capital Management Inc.482$52 12/31/2023
     MUB482$52 12/31/2023
Glass Jacobson Investment Advisors llc472$51 03/31/2024
     MUB472$51 03/31/2024
Riggs Asset Managment Co. Inc.470$51 12/31/2023
     MUB470$51 12/31/2023
Gould Capital LLC468$51 12/31/2023
     MUB468$51 12/31/2023
Voisard Asset Management Group Inc.461$50 03/31/2024
     MUB461$50 03/31/2024
Fortis Advisors LLC459$50 12/31/2023
     MUB459$50 12/31/2023
First Financialcorp IN450$48 03/31/2024
     MUB450$48 03/31/2024
LifeSteps Financial Inc.448$48 03/31/2024
     MUB448$48 03/31/2024
Pineridge Advisors LLC441$48 12/31/2023
     MUB441$48 12/31/2023
Capital Management Associates Inc432$47 12/31/2023
     MUB432$47 12/31/2023
Annis Gardner Whiting Capital Advisors LLC425$46 12/31/2023
     MUB425$46 12/31/2023
Rise Advisors LLC419$45 03/31/2024
     MUB419$45 03/31/2024
Cutler Group LP $44 03/31/2024
     MUB423$45 03/31/2024
     Put700$1 03/31/2024
Nemes Rush Group LLC399$43 12/31/2023
     MUB399$43 12/31/2023
Evergreen Private Wealth LLC390$42 03/31/2024
     MUB390$42 03/31/2024
Boyd Watterson Asset Management LLC OH375$41 12/31/2023
     MUB375$41 12/31/2023
Carmichael Hill & Associates Inc.339$36 03/31/2024
     MUB339$36 03/31/2024
City State Bank332$36 03/31/2024
     MUB332$36 03/31/2024
Register Financial Advisors LLC336$36 03/31/2024
     MUB336$36 03/31/2024
CNB Bank300$33 12/31/2023
     MUB300$33 12/31/2023
Bfsg LLC275$30 03/31/2024
     MUB275$30 03/31/2024
Red Tortoise LLC258$28 03/31/2024
     MUB258$28 03/31/2024
Howe & Rusling Inc.255$28 12/31/2023
     MUB255$28 12/31/2023
Eagle Bay Advisors LLC262$28 12/31/2023
     MUB262$28 12/31/2023
National Bank of Canada FI256$27 12/31/2023
     MUB256$27 12/31/2023
Richard Bernstein Advisors LLC247$27 12/31/2023
     MUB247$27 12/31/2023
Ruedi Wealth Management Inc.253$27 12/31/2023
     MUB253$27 12/31/2023
UMB Bank N A MO241$26 03/31/2024
     MUB241$26 03/31/2024
Sound Income Strategies LLC241$26 03/31/2024
     MUB241$26 03/31/2024
PSI Advisors LLC246$26 03/31/2024
     MUB246$26 03/31/2024
Northwest Investment Counselors LLC230$25 03/31/2024
     MUB230$25 03/31/2024
Providence Capital Advisors LLC235$25 12/31/2023
     MUB235$25 12/31/2023
Key Financial Inc235$25 12/31/2023
     MUB235$25 12/31/2023
Ancora Advisors LLC220$24 12/31/2023
     MUB220$24 12/31/2023
FinTrust Capital Advisors LLC222$24 12/31/2023
     MUB222$24 12/31/2023
CENTRAL TRUST Co215$23 03/31/2024
     MUB215$23 03/31/2024
YHB Investment Advisors Inc.212$23 03/31/2024
     MUB212$23 03/31/2024
Quent Capital LLC212$23 12/31/2023
     MUB212$23 12/31/2023
ICA Group Wealth Management LLC208$23 12/31/2023
     MUB208$23 12/31/2023
First PREMIER Bank200$22 03/31/2024
     MUB200$22 03/31/2024
GPS Wealth Strategies Group LLC204$22 12/31/2023
     MUB204$22 12/31/2023
Montag A & Associates Inc.197$21 12/31/2023
     MUB197$21 12/31/2023
BOK Financial Private Wealth Inc.190$21 12/31/2023
     MUB190$21 12/31/2023
TFC Financial Management181$20 12/31/2023
     MUB181$20 12/31/2023
Archer Investment Corp172$19 12/31/2023
     MUB172$19 12/31/2023
Peoples Bank KS160$17 03/31/2024
     MUB160$17 03/31/2024
Larson Financial Group LLC156$17 12/31/2023
     MUB156$17 12/31/2023
Y.D. More Investments Ltd145$16 12/31/2023
     MUB145$16 12/31/2023
New Millennium Group LLC143$16 12/31/2023
     MUB143$16 12/31/2023
Colonial Trust Co SC132$14 12/31/2023
     MUB132$14 12/31/2023
Signature Resources Capital Management LLC124$13 03/31/2024
     MUB124$13 03/31/2024
Caitlin John LLC119$13 12/31/2023
     MUB119$13 12/31/2023
Castleview Partners LLC110$12 12/31/2023
     MUB110$12 12/31/2023
Viewpoint Capital Management LLC100$11 03/31/2024
     MUB100$11 03/31/2024
Avion Wealth101$11 12/31/2023
     MUB101$11 12/31/2023
Aspire Wealth Management Corp98$11 12/31/2023
     MUB98$11 12/31/2023
HHM Wealth Advisors LLC94$10 12/31/2023
     MUB94$10 12/31/2023
Mendota Financial Group LLC76$8 03/31/2024
     MUB76$8 03/31/2024
TCTC Holdings LLC75$8 12/31/2023
     MUB75$8 12/31/2023
Prestige Wealth Management Group LLC56$6 03/31/2024
     MUB56$6 03/31/2024
Rice Partnership LLC49$5 12/31/2023
     MUB49$5 12/31/2023
Retirement Group LLC42$5 12/31/2023
     MUB42$5 12/31/2023
Raleigh Capital Management Inc.45$5 12/31/2023
     MUB45$5 12/31/2023
Oakworth Capital Inc.34$4 03/31/2024
     MUB34$4 03/31/2024
Coppell Advisory Solutions LLC35$4 12/31/2023
     MUB35$4 12/31/2023
Beacon Capital Management LLC39$4 12/31/2023
     MUB39$4 12/31/2023
Jamison Private Wealth Management Inc.28$3 03/31/2024
     MUB28$3 03/31/2024
Wit LLC32$3 12/31/2023
     MUB32$3 12/31/2023
Family Asset Management LLC31$3 12/31/2023
     MUB31$3 12/31/2023
Iron Horse Wealth Management LLC22$2 03/31/2024
     MUB22$2 03/31/2024
Activest Wealth Management15$2 03/31/2024
     MUB15$2 03/31/2024
Impact Partnership Wealth LLC18$2 12/31/2023
     MUB18$2 12/31/2023
Atticus Wealth Management LLC12$1 03/31/2024
     MUB12$1 03/31/2024
Hollencrest Capital Management8$1 12/31/2023
     MUB8$1 12/31/2023
Transamerica Financial Advisors Inc.1$1 12/31/2023
     MUB1$1 12/31/2023
Financial Gravity Asset Management Inc.12$1 12/31/2023
     MUB12$1 12/31/2023
Contravisory Investment Management Inc.4$0 03/31/2024
     MUB4$0 03/31/2024
Asset Dedication LLC1$0 03/31/2024
     MUB1$0 03/31/2024
DHJJ Financial Advisors Ltd.2$0 03/31/2024
     MUB2$0 03/31/2024
Ogorek Anthony Joseph NY ADV1$0 12/31/2023
     MUB1$0 12/31/2023
Sandy Spring Bank2$0 12/31/2023
     MUB2$0 12/31/2023
Jackson Hole Capital Partners LLC3$0 12/31/2023
     MUB3$0 12/31/2023
New England Capital Financial Advisors LLC2$0 12/31/2023
     MUB2$0 12/31/2023
Boothbay Fund Management LLC $-488 12/31/2023
     Put4,500$488 12/31/2023
Susquehanna International Group LLP4,700$-2,254 12/31/2023
     Put25,500$2,764 12/31/2023
     Call4,700$510 12/31/2023

See Summary: Institutional Holders of MUB
See Details: Top 10 Hedge Funds Holding MUB
Also See: MUB Holdings Changes

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