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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | 24,131,108 | $2,616,053 | 12/31/2023 | MUB | 24,131,108 | $2,616,053 | 12/31/2023 | FMR LLC | 18,878,546 | $2,046,623 | 12/31/2023 | MUB | 18,878,546 | $2,046,623 | 12/31/2023 | Envestnet Asset Management Inc. | 16,290,564 | $1,766,060 | 12/31/2023 | MUB | 16,290,564 | $1,766,060 | 12/31/2023 | JPMorgan Chase & Co. | 10,816,557 | $1,172,623 | 12/31/2023 | MUB | 10,816,557 | $1,172,623 | 12/31/2023 | Creative Planning | 10,677,645 | $1,157,564 | 12/31/2023 | MUB | 10,677,645 | $1,157,564 | 12/31/2023 | Bank of New York Mellon Corp | 10,245,552 | $1,102,421 | 03/31/2024 | MUB | 10,245,552 | $1,102,421 | 03/31/2024 | Betterment LLC | 9,762,968 | $1,058,403 | 12/31/2023 | MUB | 9,762,968 | $1,058,403 | 12/31/2023 | Wealthfront Advisers LLC | 9,155,012 | $985,079 | 03/31/2024 | MUB | 9,155,012 | $985,079 | 03/31/2024 | Charles Schwab Investment Advisory Inc. | 8,980,031 | $973,525 | 12/31/2023 | MUB | 8,980,031 | $973,525 | 12/31/2023 | Wells Fargo & Company MN | 7,978,397 | $864,938 | 12/31/2023 | MUB | 7,978,397 | $864,938 | 12/31/2023 | Morgan Stanley | 7,414,136 | $803,767 | 12/31/2023 | MUB | 7,414,136 | $803,767 | 12/31/2023 | US Bancorp DE | 7,077,970 | $767,323 | 12/31/2023 | MUB | 7,077,970 | $767,323 | 12/31/2023 | The PNC Financial Services Group Inc. | 6,231,317 | $675,537 | 12/31/2023 | MUB | 6,231,317 | $675,537 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 6,225,777 | $674,936 | 12/31/2023 | MUB | 6,225,777 | $674,936 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 5,911,962 | $640,916 | 12/31/2023 | MUB | 5,911,962 | $640,916 | 12/31/2023 | LPL Financial LLC | 5,816,803 | $630,600 | 12/31/2023 | MUB | 5,816,803 | $630,600 | 12/31/2023 | Jane Street Group LLC | 5,150,292 | $558,343 | 12/31/2023 | MUB | 5,150,292 | $558,343 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 4,477,304 | $485,384 | 12/31/2023 | MUB | 4,477,304 | $485,384 | 12/31/2023 | Fisher Asset Management LLC | 4,046,529 | $438,684 | 12/31/2023 | MUB | 4,046,529 | $438,684 | 12/31/2023 | TIAA Trust National Association | 3,997,298 | $433,347 | 12/31/2023 | MUB | 3,997,298 | $433,347 | 12/31/2023 | Orgel Wealth Management LLC | 3,768,347 | $405,474 | 03/31/2024 | MUB | 3,768,347 | $405,474 | 03/31/2024 | Sei Investments Co. | 3,172,582 | $343,942 | 12/31/2023 | MUB | 3,172,582 | $343,942 | 12/31/2023 | First Citizens Bank & Trust Co. | 2,873,012 | $309,136 | 03/31/2024 | MUB | 2,873,012 | $309,136 | 03/31/2024 | UBS Group AG | 2,815,520 | $305,231 | 12/31/2023 | MUB | 2,815,520 | $305,231 | 12/31/2023 | Adviser Investments LLC | 2,729,275 | $295,881 | 12/31/2023 | MUB | 2,729,275 | $295,881 | 12/31/2023 | Goldman Sachs Group Inc. | 2,722,357 | $295,131 | 12/31/2023 | MUB | 2,722,357 | $295,131 | 12/31/2023 | BlackRock Inc. | 2,536,397 | $274,971 | 12/31/2023 | MUB | 2,536,397 | $274,971 | 12/31/2023 | Commonwealth Equity Services LLC | 2,428,025 | $263,222 | 12/31/2023 | MUB | 2,428,025 | $263,222 | 12/31/2023 | Assetmark Inc. | 2,029,034 | $219,968 | 12/31/2023 | MUB | 2,029,034 | $219,968 | 12/31/2023 | Centiva Capital LP | 1,677,100 | $181,814 | 12/31/2023 | MUB | 1,677,100 | $181,814 | 12/31/2023 | LMR Partners LLP | | $173,456 | 12/31/2023 | Call | 1,600,000 | $173,456 | 12/31/2023 | MML Investors Services LLC | 1,500,005 | $162,616 | 12/31/2023 | MUB | 1,500,005 | $162,616 | 12/31/2023 | Advisor Group Holdings Inc. | 1,460,221 | $158,317 | 12/31/2023 | MUB | 1,460,221 | $158,317 | 12/31/2023 | Mariner LLC | 1,379,148 | $149,513 | 12/31/2023 | MUB | 1,379,148 | $149,513 | 12/31/2023 | HighTower Advisors LLC | 1,358,205 | $147,235 | 12/31/2023 | MUB | 1,358,205 | $147,235 | 12/31/2023 | Ameriprise Financial Inc. | 1,358,026 | $147,039 | 12/31/2023 | MUB | 1,358,026 | $147,039 | 12/31/2023 | Signaturefd LLC | 1,342,931 | $145,587 | 12/31/2023 | MUB | 1,342,931 | $145,587 | 12/31/2023 | D. E. Shaw & Co. Inc. | 1,297,800 | $140,694 | 12/31/2023 | MUB | 1,297,800 | $140,694 | 12/31/2023 | Allstate Corp | 1,235,486 | $133,939 | 12/31/2023 | MUB | 1,235,486 | $133,939 | 12/31/2023 | Choate Investment Advisors | 1,228,324 | $133,163 | 12/31/2023 | MUB | 1,228,324 | $133,163 | 12/31/2023 | TFO TDC LLC | 1,164 | $126,189 | 12/31/2023 | MUB | 1,164 | $126,189 | 12/31/2023 | Royal Bank of Canada | 1,158,723 | $125,618 | 12/31/2023 | MUB | 1,158,723 | $125,618 | 12/31/2023 | Truist Financial Corp | 1,106,233 | $119,927 | 12/31/2023 | MUB | 1,106,233 | $119,927 | 12/31/2023 | Cliftonlarsonallen Wealth Advisors LLC | 1,091,634 | $118,344 | 12/31/2023 | MUB | 1,091,634 | $118,344 | 12/31/2023 | EP Wealth Advisors LLC | 1,045,939 | $113,390 | 12/31/2023 | MUB | 1,045,939 | $113,390 | 12/31/2023 | Sequoia Financial Advisors LLC | 1,040,254 | $112,774 | 12/31/2023 | MUB | 1,040,254 | $112,774 | 12/31/2023 | Oxford Financial Group Ltd. | 974,409 | $105,636 | 12/31/2023 | MUB | 974,409 | $105,636 | 12/31/2023 | Citigroup Inc. | 969,387 | $105,091 | 12/31/2023 | MUB | 969,387 | $105,091 | 12/31/2023 | Jones Financial Companies Lllp | 967,734 | $104,912 | 12/31/2023 | MUB | 967,734 | $104,912 | 12/31/2023 | Park Avenue Securities LLC | 951,272 | $102,357 | 03/31/2024 | MUB | 951,272 | $102,357 | 03/31/2024 | Barclays PLC | 928,608 | $100,671 | 12/31/2023 | MUB | 928,608 | $100,671 | 12/31/2023 | Citadel Advisors LLC | | $96,802 | 12/31/2023 | MUB | 1,698,326 | $184,116 | 12/31/2023 | Put | 805,800 | $87,357 | 12/31/2023 | Call | 400 | $43 | 12/31/2023 | Avantax Advisory Services Inc. | 854,539 | $92,641 | 12/31/2023 | MUB | 854,539 | $92,641 | 12/31/2023 | Ellevest Inc. | 838,769 | $90,931 | 12/31/2023 | MUB | 838,769 | $90,931 | 12/31/2023 | CI Private Wealth LLC | 822,848 | $89,205 | 12/31/2023 | MUB | 822,848 | $89,205 | 12/31/2023 | One Capital Management LLC | 804,562 | $87,223 | 12/31/2023 | MUB | 804,562 | $87,223 | 12/31/2023 | Bessemer Group Inc. | 790,207 | $85,666 | 12/31/2023 | MUB | 790,207 | $85,666 | 12/31/2023 | Price Capital Management Inc. | 736,060 | $79,796 | 12/31/2023 | MUB | 736,060 | $79,796 | 12/31/2023 | Cerity Partners LLC | 710,775 | $77,055 | 12/31/2023 | MUB | 710,775 | $77,055 | 12/31/2023 | Captrust Financial Advisors | 690,477 | $74,855 | 12/31/2023 | MUB | 690,477 | $74,855 | 12/31/2023 | Cetera Advisor Networks LLC | 680,977 | $73,825 | 12/31/2023 | MUB | 680,977 | $73,825 | 12/31/2023 | Renaissance Technologies LLC | 678,800 | $73,589 | 12/31/2023 | MUB | 678,800 | $73,589 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 667,742 | $71,849 | 03/31/2024 | MUB | 667,742 | $71,849 | 03/31/2024 | Cetera Investment Advisers | 662,349 | $71,805 | 12/31/2023 | MUB | 662,349 | $71,805 | 12/31/2023 | Bank of Montreal Can | 647,853 | $70,299 | 12/31/2023 | MUB | 647,853 | $70,299 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 651,629 | $70,115 | 03/31/2024 | MUB | 651,629 | $70,115 | 03/31/2024 | Archetype Wealth Partners LLC | 635,272 | $68,870 | 12/31/2023 | MUB | 635,272 | $68,870 | 12/31/2023 | United Capital Financial Advisers LLC | 633,621 | $68,691 | 12/31/2023 | MUB | 633,621 | $68,691 | 12/31/2023 | Crestwood Advisors Group LLC | 623,950 | $67,642 | 12/31/2023 | MUB | 623,950 | $67,642 | 12/31/2023 | AE Wealth Management LLC | 611,798 | $65,866 | 12/31/2023 | MUB | 611,798 | $65,866 | 12/31/2023 | Prudential Financial Inc. | 594,695 | $64,471 | 12/31/2023 | MUB | 594,695 | $64,471 | 12/31/2023 | Sontag Advisory LLC | 593,071 | $64,295 | 12/31/2023 | MUB | 593,071 | $64,295 | 12/31/2023 | Coldstream Capital Management Inc. | 576,611 | $62,510 | 12/31/2023 | MUB | 576,611 | $62,510 | 12/31/2023 | BKD Wealth Advisors LLC | 576,311 | $62,011 | 03/31/2024 | MUB | 576,311 | $62,011 | 03/31/2024 | Prime Capital Investment Advisors LLC | 571,192 | $61,923 | 12/31/2023 | MUB | 571,192 | $61,923 | 12/31/2023 | State of Wisconsin Investment Board | 557,900 | $60,482 | 12/31/2023 | MUB | 557,900 | $60,482 | 12/31/2023 | Resources Investment Advisors LLC. | 556,005 | $60,277 | 12/31/2023 | MUB | 556,005 | $60,277 | 12/31/2023 | Beacon Pointe Advisors LLC | 555,744 | $60,249 | 12/31/2023 | MUB | 555,744 | $60,249 | 12/31/2023 | Stifel Financial Corp | 548,642 | $59,478 | 12/31/2023 | MUB | 548,642 | $59,478 | 12/31/2023 | Orion Portfolio Solutions LLC | 544,298 | $59,029 | 12/31/2023 | MUB | 544,298 | $59,029 | 12/31/2023 | M&T Bank Corp | 531,779 | $57,650 | 12/31/2023 | MUB | 531,779 | $57,650 | 12/31/2023 | Zions Bancorporation N.A. | 529,415 | $57,394 | 12/31/2023 | MUB | 529,415 | $57,394 | 12/31/2023 | Pathstone Holdings LLC | 504,498 | $54,693 | 12/31/2023 | MUB | 504,498 | $54,693 | 12/31/2023 | Financial Engines Advisors L.L.C. | 502,829 | $54,512 | 12/31/2023 | MUB | 502,829 | $54,512 | 12/31/2023 | Meeder Advisory Services Inc. | 492,778 | $53,422 | 12/31/2023 | MUB | 492,778 | $53,422 | 12/31/2023 | Plante Moran Financial Advisors LLC | 484,957 | $52,574 | 12/31/2023 | MUB | 484,957 | $52,574 | 12/31/2023 | CWM LLC | 455,562 | $49,018 | 03/31/2024 | MUB | 455,562 | $49,018 | 03/31/2024 | Manning & Napier Group LLC | 440,878 | $47,437 | 03/31/2024 | MUB | 440,878 | $47,437 | 03/31/2024 | Raymond James & Associates | 439,348 | $47,274 | 03/31/2024 | MUB | 439,348 | $47,274 | 03/31/2024 | JFS Wealth Advisors LLC | 429,090 | $46,518 | 12/31/2023 | MUB | 429,090 | $46,518 | 12/31/2023 | Foster Group Inc. | 411,392 | $44,266 | 03/31/2024 | MUB | 411,392 | $44,266 | 03/31/2024 | Alliancebernstein L.P. | 402,161 | $43,598 | 12/31/2023 | MUB | 402,161 | $43,598 | 12/31/2023 | OLD Mission Capital LLC | 396,051 | $42,936 | 12/31/2023 | MUB | 396,051 | $42,936 | 12/31/2023 | Baird Financial Group Inc. | 392,086 | $42,506 | 12/31/2023 | MUB | 392,086 | $42,506 | 12/31/2023 | Wealthcare Advisory Partners LLC | 393,903 | $42,384 | 03/31/2024 | MUB | 393,903 | $42,384 | 03/31/2024 | Forum Financial Management LP | 390,549 | $42,339 | 12/31/2023 | MUB | 390,549 | $42,339 | 12/31/2023 | Colony Group LLC | 377,070 | $40,878 | 12/31/2023 | MUB | 377,070 | $40,878 | 12/31/2023 | Sofi Wealth LLC | 376,704 | $40,838 | 12/31/2023 | MUB | 376,704 | $40,838 | 12/31/2023 | Rockefeller Capital Management L.P. | 369,847 | $40,095 | 12/31/2023 | MUB | 369,847 | $40,095 | 12/31/2023 | Hsbc Holdings PLC | 368,841 | $39,986 | 12/31/2023 | MUB | 368,841 | $39,986 | 12/31/2023 | Comerica Bank | 358,740 | $38,891 | 12/31/2023 | MUB | 358,740 | $38,891 | 12/31/2023 | Johnson Financial Group Inc. | 346,970 | $37,615 | 12/31/2023 | MUB | 346,970 | $37,615 | 12/31/2023 | Waldron Private Wealth LLC | 339,296 | $36,783 | 12/31/2023 | MUB | 339,296 | $36,783 | 12/31/2023 | Nuveen Asset Management LLC | 331,467 | $35,934 | 12/31/2023 | MUB | 331,467 | $35,934 | 12/31/2023 | Flow Traders U.S. LLC | 329,684 | $35,741 | 12/31/2023 | MUB | 329,684 | $35,741 | 12/31/2023 | Morningstar Investment Services LLC | 320,602 | $34,782 | 12/31/2023 | MUB | 320,602 | $34,782 | 12/31/2023 | Austin Private Wealth LLC | 323,276 | $34,500 | 03/31/2024 | MUB | 323,276 | $34,500 | 03/31/2024 | Mosaic Advisors LLC | 319,533 | $34,382 | 03/31/2024 | MUB | 319,533 | $34,382 | 03/31/2024 | Full Sail Capital LLC | 313,184 | $33,952 | 12/31/2023 | MUB | 313,184 | $33,952 | 12/31/2023 | Lake Street Advisors Group LLC | 312,465 | $33,874 | 12/31/2023 | MUB | 312,465 | $33,874 | 12/31/2023 | Thrivent Financial for Lutherans | 306,005 | $33,174 | 12/31/2023 | MUB | 306,005 | $33,174 | 12/31/2023 | Nisa Investment Advisors LLC | 305,760 | $33,147 | 12/31/2023 | MUB | 305,760 | $33,147 | 12/31/2023 | Cresset Asset Management LLC | 301,825 | $32,721 | 12/31/2023 | MUB | 301,825 | $32,721 | 12/31/2023 | SNS Financial Group LLC | 299,752 | $32,253 | 03/31/2024 | MUB | 299,752 | $32,253 | 03/31/2024 | G2 Capital Management LLC OH | 293,010 | $31,765 | 12/31/2023 | MUB | 293,010 | $31,765 | 12/31/2023 | Sand Hill Global Advisors LLC | 283,715 | $30,758 | 12/31/2023 | MUB | 283,715 | $30,758 | 12/31/2023 | Slow Capital Inc. | 281,710 | $30,312 | 03/31/2024 | MUB | 281,710 | $30,312 | 03/31/2024 | Lutz Financial Services LLC | 270,829 | $29,361 | 12/31/2023 | MUB | 270,829 | $29,361 | 12/31/2023 | Commerce Bank | 270,611 | $29,337 | 12/31/2023 | MUB | 270,611 | $29,337 | 12/31/2023 | Huntington National Bank | 270,423 | $29,317 | 12/31/2023 | MUB | 270,423 | $29,317 | 12/31/2023 | Equitable Holdings Inc. | 267,332 | $28,981 | 12/31/2023 | MUB | 267,332 | $28,981 | 12/31/2023 | Global Strategic Investment Solutions LLC | 256,459 | $27,803 | 12/31/2023 | MUB | 256,459 | $27,803 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 254,230 | $27,355 | 03/31/2024 | MUB | 254,230 | $27,355 | 03/31/2024 | Meridian Wealth Partners LLC | 251,796 | $27,297 | 12/31/2023 | MUB | 251,796 | $27,297 | 12/31/2023 | Dohj LLC | 251,794 | $27,093 | 03/31/2024 | MUB | 251,794 | $27,093 | 03/31/2024 | Bailard Inc. | 248,340 | $26,923 | 12/31/2023 | MUB | 248,340 | $26,923 | 12/31/2023 | Icon Wealth Advisors LLC | 246,862 | $26,762 | 12/31/2023 | MUB | 246,862 | $26,762 | 12/31/2023 | Honkamp Krueger Financial Services Inc. | 245,924 | $26,661 | 12/31/2023 | MUB | 245,924 | $26,661 | 12/31/2023 | Allworth Financial LP | 246,191 | $26,490 | 03/31/2024 | MUB | 246,191 | $26,490 | 03/31/2024 | Capital Insight Partners LLC | 244,920 | $26,353 | 03/31/2024 | MUB | 244,920 | $26,353 | 03/31/2024 | Soros Fund Management LLC | 241,400 | $26,170 | 12/31/2023 | MUB | 241,400 | $26,170 | 12/31/2023 | Blue Chip Partners Inc. | 235,044 | $25,291 | 03/31/2024 | MUB | 235,044 | $25,291 | 03/31/2024 | a16z Perennial Management L.P. | 228,554 | $25,012 | 12/31/2023 | MUB | 228,554 | $25,012 | 12/31/2023 | Great Valley Advisor Group Inc. | 230,450 | $24,983 | 12/31/2023 | MUB | 230,450 | $24,983 | 12/31/2023 | CSM Advisors LLC | 229,500 | $24,880 | 12/31/2023 | MUB | 229,500 | $24,880 | 12/31/2023 | NSI Retail Advisors LLC | 229,500 | $24,880 | 12/31/2023 | MUB | 229,500 | $24,880 | 12/31/2023 | Cardinal Point Capital Management ULC | 228,946 | $24,635 | 03/31/2024 | MUB | 228,946 | $24,635 | 03/31/2024 | AlTi Global Inc. | 221,442 | $24,007 | 12/31/2023 | MUB | 221,442 | $24,007 | 12/31/2023 | Retirement Investment Advisors Inc. | 221,409 | $24,003 | 12/31/2023 | MUB | 221,409 | $24,003 | 12/31/2023 | Apella Capital LLC | 222,201 | $23,751 | 03/31/2024 | MUB | 222,201 | $23,751 | 03/31/2024 | Mather Group LLC. | 218,275 | $23,663 | 03/31/2024 | MUB | 218,275 | $23,663 | 03/31/2024 | First Citizens Asset Management Inc. | 204,592 | $23,605 | 12/31/2023 | MUB | 204,592 | $23,605 | 12/31/2023 | Trust Co | 217,908 | $23,447 | 03/31/2024 | MUB | 217,908 | $23,447 | 03/31/2024 | AMG National Trust Bank | 213,065 | $23,098 | 12/31/2023 | MUB | 213,065 | $23,098 | 12/31/2023 | Regions Financial Corp | 210,662 | $22,667 | 03/31/2024 | MUB | 210,662 | $22,667 | 03/31/2024 | Cahaba Wealth Management Inc. | 210,212 | $22,619 | 03/31/2024 | MUB | 210,212 | $22,619 | 03/31/2024 | Kapitalo Investimentos Ltda | | $22,386 | 12/31/2023 | MUB | 206,515 | $22,388 | 12/31/2023 | Put | 40,000 | $2 | 12/31/2023 | Facet Wealth Inc. | 205,310 | $22,139 | 12/31/2023 | MUB | 205,310 | $22,139 | 12/31/2023 | Balentine LLC | 203,984 | $22,114 | 12/31/2023 | MUB | 203,984 | $22,114 | 12/31/2023 | Asio Capital LLC | 205,312 | $22,092 | 03/31/2024 | MUB | 205,312 | $22,092 | 03/31/2024 | McNamara Financial Services Inc. | 202,622 | $21,802 | 03/31/2024 | MUB | 202,622 | $21,802 | 03/31/2024 | SageView Advisory Group LLC | 200,172 | $21,651 | 12/31/2023 | MUB | 200,172 | $21,651 | 12/31/2023 | Wedmont Private Capital | 202,447 | $21,640 | 03/31/2024 | MUB | 202,447 | $21,640 | 03/31/2024 | Integrated Wealth Concepts LLC | 196,671 | $21,321 | 12/31/2023 | MUB | 196,671 | $21,321 | 12/31/2023 | Stratos Wealth Partners LTD. | 198,094 | $21,315 | 03/31/2024 | MUB | 198,094 | $21,315 | 03/31/2024 | Cardinal Strategic Wealth Guidance | 197,958 | $21,300 | 03/31/2024 | MUB | 197,958 | $21,300 | 03/31/2024 | Connectus Wealth LLC | 195,467 | $21,261 | 12/31/2023 | MUB | 195,467 | $21,261 | 12/31/2023 | Aspiriant LLC | 196,225 | $21,114 | 03/31/2024 | MUB | 196,225 | $21,114 | 03/31/2024 | Bear Mountain Capital Inc. | 196,870 | $20,939 | 03/31/2024 | MUB | 196,870 | $20,939 | 03/31/2024 | RSM US Wealth Management LLC | 189,964 | $20,594 | 12/31/2023 | MUB | 189,964 | $20,594 | 12/31/2023 | Citizens Financial Group Inc RI | 189,583 | $20,553 | 12/31/2023 | MUB | 189,583 | $20,553 | 12/31/2023 | Clearwater Capital Advisors LLC | 186,555 | $20,224 | 12/31/2023 | MUB | 186,555 | $20,224 | 12/31/2023 | Morton Brown Family Wealth LLC | 187,169 | $20,139 | 03/31/2024 | MUB | 187,169 | $20,139 | 03/31/2024 | Alera Investment Advisors LLC | 182,796 | $19,817 | 12/31/2023 | MUB | 182,796 | $19,817 | 12/31/2023 | Atria Wealth Solutions Inc. | 182,766 | $19,814 | 12/31/2023 | MUB | 182,766 | $19,814 | 12/31/2023 | Ledyard National Bank | 181,677 | $19,696 | 12/31/2023 | MUB | 181,677 | $19,696 | 12/31/2023 | Townsquare Capital LLC | 180,963 | $19,618 | 12/31/2023 | MUB | 180,963 | $19,618 | 12/31/2023 | RTD Financial Advisors Inc. | 182,316 | $19,617 | 03/31/2024 | MUB | 182,316 | $19,617 | 03/31/2024 | CX Institutional | 181,011 | $19,472 | 03/31/2024 | MUB | 181,011 | $19,472 | 03/31/2024 | The Manufacturers Life Insurance Company | 179,228 | $19,430 | 12/31/2023 | MUB | 179,228 | $19,430 | 12/31/2023 | Schneider Downs Wealth Management Advisors LP | 178,679 | $19,371 | 12/31/2023 | MUB | 178,679 | $19,371 | 12/31/2023 | Stage Harbor Financial LLC | 178,081 | $19,306 | 12/31/2023 | MUB | 178,081 | $19,306 | 12/31/2023 | Vicus Capital | 176,598 | $19,002 | 03/31/2024 | MUB | 176,598 | $19,002 | 03/31/2024 | Perigon Wealth Management LLC | 174,573 | $18,926 | 12/31/2023 | MUB | 174,573 | $18,926 | 12/31/2023 | Wright Fund Managment LLC | 172,900 | $18,744 | 12/31/2023 | MUB | 172,900 | $18,744 | 12/31/2023 | Boston Standard Wealth Management LLC | 173,925 | $18,714 | 03/31/2024 | MUB | 173,925 | $18,714 | 03/31/2024 | Steward Partners Investment Advisory LLC | 170,563 | $18,491 | 12/31/2023 | MUB | 170,563 | $18,491 | 12/31/2023 | Chesley Taft & Associates LLC | 168,386 | $18,118 | 03/31/2024 | MUB | 168,386 | $18,118 | 03/31/2024 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 166,133 | $18,000 | 12/31/2023 | MUB | 166,133 | $18,000 | 12/31/2023 | Ally Invest Advisors Inc. | 165,000 | $17,888 | 12/31/2023 | MUB | 165,000 | $17,888 | 12/31/2023 | Lebenthal Global Advisors LLC | 164,400 | $17,823 | 12/31/2023 | MUB | 164,400 | $17,823 | 12/31/2023 | Fragasso Group Inc. | 165,250 | $17,781 | 03/31/2024 | MUB | 165,250 | $17,781 | 03/31/2024 | Capital Analysts LLC | 163,670 | $17,743 | 12/31/2023 | MUB | 163,670 | $17,743 | 12/31/2023 | Symmetry Partners LLC | 161,669 | $17,396 | 03/31/2024 | MUB | 161,669 | $17,396 | 03/31/2024 | Lincoln National Corp | 158,361 | $17,168 | 12/31/2023 | MUB | 158,361 | $17,168 | 12/31/2023 | Regimen Wealth LLC | 156,454 | $16,961 | 12/31/2023 | MUB | 156,454 | $16,961 | 12/31/2023 | Capital Asset Advisory Services LLC | 159,165 | $16,942 | 03/31/2024 | MUB | 159,165 | $16,942 | 03/31/2024 | First Financial Bank Trust Division | 157,363 | $16,932 | 03/31/2024 | MUB | 157,363 | $16,932 | 03/31/2024 | Quotient Wealth Partners LLC | 155,486 | $16,856 | 12/31/2023 | MUB | 155,486 | $16,856 | 12/31/2023 | Wesbanco Bank Inc. | 156,005 | $16,786 | 03/31/2024 | MUB | 156,005 | $16,786 | 03/31/2024 | Deutsche Bank AG | 153,205 | $16,609 | 12/31/2023 | MUB | 153,205 | $16,609 | 12/31/2023 | FUKOKU MUTUAL LIFE INSURANCE Co | 153,000 | $16,587 | 12/31/2023 | MUB | 153,000 | $16,587 | 12/31/2023 | Leonard Rickey Investment Advisors P.L.L.C. | 153,563 | $16,523 | 03/31/2024 | MUB | 153,563 | $16,523 | 03/31/2024 | Modera Wealth Management LLC | 151,500 | $16,424 | 12/31/2023 | MUB | 151,500 | $16,424 | 12/31/2023 | Salomon & Ludwin LLC | 159,800 | $16,386 | 12/31/2023 | MUB | 159,800 | $16,386 | 12/31/2023 | Putnam FL Investment Management Co. | 149,942 | $16,255 | 12/31/2023 | MUB | 149,942 | $16,255 | 12/31/2023 | Alesco Advisors LLC | 149,481 | $16,205 | 12/31/2023 | MUB | 149,481 | $16,205 | 12/31/2023 | Parkside Investments LLC | 149,900 | $16,129 | 03/31/2024 | MUB | 149,900 | $16,129 | 03/31/2024 | Elm Partners Management LLC | 148,490 | $16,098 | 12/31/2023 | MUB | 148,490 | $16,098 | 12/31/2023 | Stairway Partners LLC | 147,809 | $15,904 | 03/31/2024 | MUB | 147,809 | $15,904 | 03/31/2024 | Cetera Advisors LLC | 144,038 | $15,615 | 12/31/2023 | MUB | 144,038 | $15,615 | 12/31/2023 | APCM Wealth Management for Individuals | 144,034 | $15,498 | 03/31/2024 | MUB | 144,034 | $15,498 | 03/31/2024 | Diversified Portfolios Inc. | 142,927 | $15,495 | 12/31/2023 | MUB | 142,927 | $15,495 | 12/31/2023 | Lido Advisors LLC | 142,411 | $15,439 | 12/31/2023 | MUB | 142,411 | $15,439 | 12/31/2023 | BNP Paribas Arbitrage SA | 142,320 | $15,429 | 12/31/2023 | MUB | 142,320 | $15,429 | 12/31/2023 | SigFig Wealth Management LLC | 141,778 | $15,366 | 12/31/2023 | MUB | 141,778 | $15,366 | 12/31/2023 | Moss Adams Wealth Advisors LLC | 141,638 | $15,355 | 12/31/2023 | MUB | 141,638 | $15,355 | 12/31/2023 | HBC Financial Services PLLC | 138,116 | $14,973 | 12/31/2023 | MUB | 138,116 | $14,973 | 12/31/2023 | Cullen Frost Bankers Inc. | 135,731 | $14,715 | 12/31/2023 | MUB | 135,731 | $14,715 | 12/31/2023 | Calamos Wealth Management LLC | 131,880 | $14,297 | 12/31/2023 | MUB | 131,880 | $14,297 | 12/31/2023 | Franklin Resources Inc. | 131,836 | $14,292 | 12/31/2023 | MUB | 131,836 | $14,292 | 12/31/2023 | Natixis Advisors L.P. | 132,038 | $14,207 | 03/31/2024 | MUB | 132,038 | $14,207 | 03/31/2024 | Axxcess Wealth Management LLC | 130,602 | $14,159 | 12/31/2023 | MUB | 130,602 | $14,159 | 12/31/2023 | RMR Wealth Builders | 130,490 | $14,041 | 03/31/2024 | MUB | 130,490 | $14,041 | 03/31/2024 | Apollon Wealth Management LLC | 128,151 | $13,893 | 12/31/2023 | MUB | 128,151 | $13,893 | 12/31/2023 | Granite Bay Wealth Management LLC | 132,300 | $13,826 | 12/31/2023 | MUB | 132,300 | $13,826 | 12/31/2023 | Single Point Partners LLC | 127,881 | $13,760 | 03/31/2024 | MUB | 127,881 | $13,760 | 03/31/2024 | Farther Finance Advisors LLC | 124,955 | $13,546 | 12/31/2023 | MUB | 124,955 | $13,546 | 12/31/2023 | Kestra Advisory Services LLC | 123,524 | $13,391 | 12/31/2023 | MUB | 123,524 | $13,391 | 12/31/2023 | Liquid Strategies LLC | 121,739 | $13,198 | 12/31/2023 | MUB | 121,739 | $13,198 | 12/31/2023 | Private Advisor Group LLC | 121,703 | $13,194 | 12/31/2023 | MUB | 121,703 | $13,194 | 12/31/2023 | Fort Point Capital Partners LLC | 121,401 | $13,161 | 12/31/2023 | MUB | 121,401 | $13,161 | 12/31/2023 | Capstone Investment Advisors LLC | 121,001 | $13,118 | 12/31/2023 | MUB | 121,001 | $13,118 | 12/31/2023 | McKinley Carter Wealth Services Inc. | 120,658 | $12,983 | 03/31/2024 | MUB | 120,658 | $12,983 | 03/31/2024 | Advisory Services Network LLC | 117,954 | $12,787 | 12/31/2023 | MUB | 117,954 | $12,787 | 12/31/2023 | Towercrest Capital Management | 117,879 | $12,779 | 12/31/2023 | MUB | 117,879 | $12,779 | 12/31/2023 | Unique Wealth LLC | 117,204 | $12,611 | 03/31/2024 | MUB | 117,204 | $12,611 | 03/31/2024 | David Loasby | 116,678 | $12,609 | 12/31/2023 | MUB | 116,678 | $12,609 | 12/31/2023 | BTC Capital Management Inc. | 116,481 | $12,533 | 03/31/2024 | MUB | 116,481 | $12,533 | 03/31/2024 | Kingdom Financial Group LLC. | 114,849 | $12,451 | 12/31/2023 | MUB | 114,849 | $12,451 | 12/31/2023 | Revolve Wealth Partners LLC | 114,983 | $12,372 | 03/31/2024 | MUB | 114,983 | $12,372 | 03/31/2024 | Balyasny Asset Management LLC | 113,669 | $12,323 | 12/31/2023 | MUB | 113,669 | $12,323 | 12/31/2023 | Rinkey Investments | 110,784 | $12,010 | 12/31/2023 | MUB | 110,784 | $12,010 | 12/31/2023 | Alley Investment Management Company LLC | 110,779 | $12,010 | 12/31/2023 | MUB | 110,779 | $12,010 | 12/31/2023 | Buckingham Strategic Wealth LLC | 110,167 | $11,943 | 12/31/2023 | MUB | 110,167 | $11,943 | 12/31/2023 | Fiduciary Trust Co. | 109,114 | $11,829 | 12/31/2023 | MUB | 109,114 | $11,829 | 12/31/2023 | One Wealth Advisors LLC | 109,724 | $11,806 | 03/31/2024 | MUB | 109,724 | $11,806 | 03/31/2024 | Seaside Wealth Management Inc. | 108,670 | $11,693 | 03/31/2024 | MUB | 108,670 | $11,693 | 03/31/2024 | Baron Silver Stevens Financial Advisors LLC | 104,198 | $11,296 | 12/31/2023 | MUB | 104,198 | $11,296 | 12/31/2023 | Boston Private Wealth LLC | 104,172 | $11,293 | 12/31/2023 | MUB | 104,172 | $11,293 | 12/31/2023 | Heartwood Wealth Advisors LLC | 103,917 | $11,181 | 03/31/2024 | MUB | 103,917 | $11,181 | 03/31/2024 | Wealthsource Partners LLC | 102,254 | $11,085 | 12/31/2023 | MUB | 102,254 | $11,085 | 12/31/2023 | Savant Capital LLC | 101,699 | $11,025 | 12/31/2023 | MUB | 101,699 | $11,025 | 12/31/2023 | Wilbanks Smith & Thomas Asset Management LLC | 99,634 | $10,801 | 12/31/2023 | MUB | 99,634 | $10,801 | 12/31/2023 | Brooklyn FI LLC | 100,104 | $10,771 | 03/31/2024 | MUB | 100,104 | $10,771 | 03/31/2024 | Skyline Advisors Inc. | 98,318 | $10,579 | 03/31/2024 | MUB | 98,318 | $10,579 | 03/31/2024 | Brown Advisory Inc. | 97,609 | $10,503 | 03/31/2024 | MUB | 97,609 | $10,503 | 03/31/2024 | Orin Green Financial LLC | 96,382 | $10,449 | 12/31/2023 | MUB | 96,382 | $10,449 | 12/31/2023 | Fifth Third Bancorp | 96,787 | $10,414 | 03/31/2024 | MUB | 96,787 | $10,414 | 03/31/2024 | Cook Wealth Management Group LLC | 96,805 | $10,408 | 12/31/2023 | MUB | 96,805 | $10,408 | 12/31/2023 | Horizon Investments LLC | 95,477 | $10,326 | 12/31/2023 | MUB | 95,477 | $10,326 | 12/31/2023 | Freestone Capital Holdings LLC | 94,013 | $10,192 | 12/31/2023 | MUB | 94,013 | $10,192 | 12/31/2023 | Brown Wealth Management LLC | 93,712 | $10,159 | 12/31/2023 | MUB | 93,712 | $10,159 | 12/31/2023 | Janney Montgomery Scott LLC | 93,652 | $10,153 | 12/31/2023 | MUB | 93,652 | $10,153 | 12/31/2023 | Founders Financial Securities LLC | 93,903 | $10,104 | 03/31/2024 | MUB | 93,903 | $10,104 | 03/31/2024 | Avenue 1 Advisors LLC | 93,712 | $10,083 | 03/31/2024 | MUB | 93,712 | $10,083 | 03/31/2024 | Atria Investments LLC | 92,536 | $10,032 | 12/31/2023 | MUB | 92,536 | $10,032 | 12/31/2023 | Apeiron RIA LLC | 92,111 | $9,911 | 03/31/2024 | MUB | 92,111 | $9,911 | 03/31/2024 | German American Bancorp Inc. | 91,284 | $9,896 | 12/31/2023 | MUB | 91,284 | $9,896 | 12/31/2023 | Dynamic Advisor Solutions LLC | 91,933 | $9,892 | 03/31/2024 | MUB | 91,933 | $9,892 | 03/31/2024 | Girard Partners LTD. | 90,643 | $9,827 | 12/31/2023 | MUB | 90,643 | $9,827 | 12/31/2023 | Warren Averett Asset Management LLC | 90,372 | $9,797 | 12/31/2023 | MUB | 90,372 | $9,797 | 12/31/2023 | Green Square Capital Advisors LLC | 89,734 | $9,728 | 12/31/2023 | MUB | 89,734 | $9,728 | 12/31/2023 | Opus Capital Group LLC | 88,990 | $9,575 | 03/31/2024 | MUB | 88,990 | $9,575 | 03/31/2024 | 25 LLC | 88,054 | $9,475 | 03/31/2024 | MUB | 88,054 | $9,475 | 03/31/2024 | Harbor Group Inc. | 87,896 | $9,458 | 03/31/2024 | MUB | 87,896 | $9,458 | 03/31/2024 | Proequities Inc. | 86,397 | $9,366 | 12/31/2023 | MUB | 86,397 | $9,366 | 12/31/2023 | Wade G W & Inc. | 85,886 | $9,311 | 12/31/2023 | MUB | 85,886 | $9,311 | 12/31/2023 | O Shaughnessy Asset Management LLC | 85,715 | $9,292 | 12/31/2023 | MUB | 85,715 | $9,292 | 12/31/2023 | Ironwood Wealth Management LLC. | 86,308 | $9,287 | 03/31/2024 | MUB | 86,308 | $9,287 | 03/31/2024 | Smith & Howard Wealth Management LLC | 86,228 | $9,278 | 03/31/2024 | MUB | 86,228 | $9,278 | 03/31/2024 | Dakota Wealth Management | 85,880 | $9,241 | 03/31/2024 | MUB | 85,880 | $9,241 | 03/31/2024 | Private Wealth Management Group LLC | 85,192 | $9,236 | 12/31/2023 | MUB | 85,192 | $9,236 | 12/31/2023 | Catalyst Financial Partners LLC | 86,518 | $9,202 | 03/31/2024 | MUB | 86,518 | $9,202 | 03/31/2024 | Simplicity Wealth LLC | 84,750 | $9,119 | 03/31/2024 | MUB | 84,750 | $9,119 | 03/31/2024 | Lazard Asset Management LLC | 84,112 | $9,118 | 12/31/2023 | MUB | 84,112 | $9,118 | 12/31/2023 | GYL Financial Synergies LLC | 82,912 | $8,988 | 12/31/2023 | MUB | 82,912 | $8,988 | 12/31/2023 | Resonant Capital Advisors LLC | 82,901 | $8,987 | 12/31/2023 | MUB | 82,901 | $8,987 | 12/31/2023 | Hengehold Capital Management LLC | 83,180 | $8,950 | 03/31/2024 | MUB | 83,180 | $8,950 | 03/31/2024 | Weitzel Financial Services Inc. | 83,512 | $8,941 | 03/31/2024 | MUB | 83,512 | $8,941 | 03/31/2024 | Lindenwold Advisors | 82,463 | $8,940 | 12/31/2023 | MUB | 82,463 | $8,940 | 12/31/2023 | Retirement Capital Strategies | 82,436 | $8,937 | 12/31/2023 | MUB | 82,436 | $8,937 | 12/31/2023 | Baystate Wealth Management LLC | 82,343 | $8,927 | 12/31/2023 | MUB | 82,343 | $8,927 | 12/31/2023 | Kowal Investment Group LLC | 82,157 | $8,840 | 03/31/2024 | MUB | 82,157 | $8,840 | 03/31/2024 | Stephens Consulting LLC | 81,681 | $8,789 | 03/31/2024 | MUB | 81,681 | $8,789 | 03/31/2024 | ADE LLC | 81,202 | $8,737 | 03/31/2024 | MUB | 81,202 | $8,737 | 03/31/2024 | Ausdal Financial Partners Inc. | 80,429 | $8,654 | 03/31/2024 | MUB | 80,429 | $8,654 | 03/31/2024 | Ackerman Capital Advisors LLC | 80,353 | $8,646 | 03/31/2024 | MUB | 80,353 | $8,646 | 03/31/2024 | Manhattan West Asset Management LLC | 79,318 | $8,599 | 12/31/2023 | MUB | 79,318 | $8,599 | 12/31/2023 | Brandywine Oak Private Wealth LLC | 78,939 | $8,558 | 12/31/2023 | MUB | 78,939 | $8,558 | 12/31/2023 | PDS Planning Inc | 78,286 | $8,487 | 12/31/2023 | MUB | 78,286 | $8,487 | 12/31/2023 | GWM Advisors LLC | 78,204 | $8,428 | 12/31/2023 | MUB | 78,204 | $8,428 | 12/31/2023 | First Horizon Advisors Inc. | 77,683 | $8,359 | 03/31/2024 | MUB | 77,683 | $8,359 | 03/31/2024 | Clarius Group LLC | 77,372 | $8,325 | 03/31/2024 | MUB | 77,372 | $8,325 | 03/31/2024 | Private Ocean LLC | 76,414 | $8,222 | 03/31/2024 | MUB | 76,414 | $8,222 | 03/31/2024 | Legacy Private Trust Co. | 75,880 | $8,165 | 03/31/2024 | MUB | 75,880 | $8,165 | 03/31/2024 | Hancock Whitney Corp | 75,251 | $8,158 | 12/31/2023 | MUB | 75,251 | $8,158 | 12/31/2023 | Brookstone Capital Management | 74,816 | $8,050 | 03/31/2024 | MUB | 74,816 | $8,050 | 03/31/2024 | Oakwell Private Wealth Management LLC | 74,535 | $8,020 | 03/31/2024 | MUB | 74,535 | $8,020 | 03/31/2024 | Aquire Wealth Advisors LLC | 73,349 | $7,952 | 12/31/2023 | MUB | 73,349 | $7,952 | 12/31/2023 | Conservest Capital Advisors Inc. | 72,857 | $7,898 | 12/31/2023 | MUB | 72,857 | $7,898 | 12/31/2023 | Platte River Wealth Advisors LLC | 73,037 | $7,859 | 03/31/2024 | MUB | 73,037 | $7,859 | 03/31/2024 | North Star Investment Management Corp. | 72,421 | $7,851 | 12/31/2023 | MUB | 72,421 | $7,851 | 12/31/2023 | RFG Advisory LLC | 72,727 | $7,825 | 03/31/2024 | MUB | 72,727 | $7,825 | 03/31/2024 | Burt Wealth Advisors | 72,541 | $7,805 | 03/31/2024 | MUB | 72,541 | $7,805 | 03/31/2024 | Davidson Investment Advisors | 70,719 | $7,667 | 12/31/2023 | MUB | 70,719 | $7,667 | 12/31/2023 | Clarity Asset Management Inc. | 70,637 | $7,658 | 12/31/2023 | MUB | 70,637 | $7,658 | 12/31/2023 | WealthShield Partners LLC | 70,388 | $7,631 | 12/31/2023 | MUB | 70,388 | $7,631 | 12/31/2023 | Regal Investment Advisors LLC | 70,352 | $7,627 | 12/31/2023 | MUB | 70,352 | $7,627 | 12/31/2023 | Kayne Anderson Rudnick Investment Management LLC | 70,162 | $7,607 | 12/31/2023 | MUB | 70,162 | $7,607 | 12/31/2023 | Crewe Advisors LLC | 69,419 | $7,526 | 12/31/2023 | MUB | 69,419 | $7,526 | 12/31/2023 | Okabena Investment Services Inc. | 69,390 | $7,523 | 12/31/2023 | MUB | 69,390 | $7,523 | 12/31/2023 | Bromfield Sneider Wealth Advisors | 68,671 | $7,389 | 03/31/2024 | MUB | 68,671 | $7,389 | 03/31/2024 | Moller Financial Services | 68,664 | $7,388 | 03/31/2024 | MUB | 68,664 | $7,388 | 03/31/2024 | Sigma Planning Corp | 67,934 | $7,365 | 12/31/2023 | MUB | 67,934 | $7,365 | 12/31/2023 | Bragg Financial Advisors Inc | 66,377 | $7,196 | 12/31/2023 | MUB | 66,377 | $7,196 | 12/31/2023 | Raub Brock Capital Management LP | 66,530 | $7,159 | 03/31/2024 | MUB | 66,530 | $7,159 | 03/31/2024 | Focus Financial Network Inc. ADV | 66,009 | $7,156 | 12/31/2023 | MUB | 66,009 | $7,156 | 12/31/2023 | One Wealth Management Investment & Advisory Services LLC | 65,770 | $7,130 | 12/31/2023 | MUB | 65,770 | $7,130 | 12/31/2023 | Integrated Advisors Network LLC | 65,440 | $7,094 | 12/31/2023 | MUB | 65,440 | $7,094 | 12/31/2023 | GenTrust LLC | 65,770 | $7,077 | 03/31/2024 | MUB | 65,770 | $7,077 | 03/31/2024 | Trinity Wealth Management LLC | 65,491 | $7,047 | 03/31/2024 | MUB | 65,491 | $7,047 | 03/31/2024 | Clark Capital Management Group Inc. | 64,609 | $7,004 | 12/31/2023 | MUB | 64,609 | $7,004 | 12/31/2023 | Creative Financial Designs Inc. ADV | 64,079 | $6,947 | 12/31/2023 | MUB | 64,079 | $6,947 | 12/31/2023 | Mayflower Financial Advisors LLC | 64,018 | $6,940 | 12/31/2023 | MUB | 64,018 | $6,940 | 12/31/2023 | First National Trust Co | 64,407 | $6,930 | 03/31/2024 | MUB | 64,407 | $6,930 | 03/31/2024 | Ameritas Investment Partners Inc. | 63,506 | $6,885 | 12/31/2023 | MUB | 63,506 | $6,885 | 12/31/2023 | Northeast Financial Group Inc. | 63,600 | $6,843 | 03/31/2024 | MUB | 63,600 | $6,843 | 03/31/2024 | JNB Advisors LLC | 63,090 | $6,840 | 12/31/2023 | MUB | 63,090 | $6,840 | 12/31/2023 | Laird Norton Trust Company LLC | 62,833 | $6,812 | 12/31/2023 | MUB | 62,833 | $6,812 | 12/31/2023 | Capital Investment Services of America Inc. | 62,754 | $6,803 | 12/31/2023 | MUB | 62,754 | $6,803 | 12/31/2023 | Equita Financial Network Inc. | 62,336 | $6,758 | 12/31/2023 | MUB | 62,336 | $6,758 | 12/31/2023 | Foster & Motley Inc. | 62,280 | $6,701 | 03/31/2024 | MUB | 62,280 | $6,701 | 03/31/2024 | Connecticut Wealth Management LLC | 61,548 | $6,672 | 12/31/2023 | MUB | 61,548 | $6,672 | 12/31/2023 | RFP Financial Group LLC | 61,544 | $6,672 | 12/31/2023 | MUB | 61,544 | $6,672 | 12/31/2023 | Waterford Advisors LLC | 61,433 | $6,660 | 12/31/2023 | MUB | 61,433 | $6,660 | 12/31/2023 | Focus Financial Network Inc. | 61,629 | $6,557 | 03/31/2024 | MUB | 61,629 | $6,557 | 03/31/2024 | Traveka Wealth LLC | 60,346 | $6,493 | 03/31/2024 | MUB | 60,346 | $6,493 | 03/31/2024 | Bartlett & Co. LLC | 59,749 | $6,482 | 12/31/2023 | MUB | 59,749 | $6,482 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 59,749 | $6,482 | 12/31/2023 | MUB | 59,749 | $6,482 | 12/31/2023 | Opal Wealth Advisors LLC | 60,159 | $6,473 | 03/31/2024 | MUB | 60,159 | $6,473 | 03/31/2024 | Robertson Stephens Wealth Management LLC | 59,564 | $6,457 | 12/31/2023 | MUB | 59,564 | $6,457 | 12/31/2023 | Aua Capital Management LLC | 59,774 | $6,432 | 03/31/2024 | MUB | 59,774 | $6,432 | 03/31/2024 | Legacy Financial Strategies LLC | 59,640 | $6,417 | 03/31/2024 | MUB | 59,640 | $6,417 | 03/31/2024 | Strategic Blueprint LLC | 59,340 | $6,385 | 03/31/2024 | MUB | 59,340 | $6,385 | 03/31/2024 | Garrett Investment Advisors LLC | 59,296 | $6,380 | 03/31/2024 | MUB | 59,296 | $6,380 | 03/31/2024 | Synovus Financial Corp | 58,769 | $6,371 | 12/31/2023 | MUB | 58,769 | $6,371 | 12/31/2023 | Fulton Breakefield Broenniman LLC | 58,654 | $6,359 | 12/31/2023 | MUB | 58,654 | $6,359 | 12/31/2023 | ST Germain D J Co. Inc. | 58,855 | $6,333 | 03/31/2024 | MUB | 58,855 | $6,333 | 03/31/2024 | Kestra Private Wealth Services LLC | 58,354 | $6,326 | 12/31/2023 | MUB | 58,354 | $6,326 | 12/31/2023 | Phillips Financial Management LLC | 58,769 | $6,324 | 03/31/2024 | MUB | 58,769 | $6,324 | 03/31/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 58,086 | $6,297 | 12/31/2023 | MUB | 58,086 | $6,297 | 12/31/2023 | Wealthcare Capital Management LLC | 58,184 | $6,261 | 03/31/2024 | MUB | 58,184 | $6,261 | 03/31/2024 | GAMMA Investing LLC | 57,714 | $6,210 | 03/31/2024 | MUB | 57,714 | $6,210 | 03/31/2024 | Global Wealth Strategies & Associates | 57,702 | $6,209 | 03/31/2024 | MUB | 57,702 | $6,209 | 03/31/2024 | Alhambra Investment Partners LLC | 57,018 | $6,135 | 03/31/2024 | MUB | 57,018 | $6,135 | 03/31/2024 | Arkansas Financial Group Inc. | 56,795 | $6,111 | 03/31/2024 | MUB | 56,795 | $6,111 | 03/31/2024 | Alliance Wealth Management Group | 55,526 | $6,020 | 12/31/2023 | MUB | 55,526 | $6,020 | 12/31/2023 | Granby Capital Management LLC | 55,000 | $5,963 | 12/31/2023 | MUB | 55,000 | $5,963 | 12/31/2023 | Gerber Kawasaki Wealth & Investment Management | 54,875 | $5,949 | 12/31/2023 | MUB | 54,875 | $5,949 | 12/31/2023 | Albion Financial Group UT | 54,940 | $5,912 | 03/31/2024 | MUB | 54,940 | $5,912 | 03/31/2024 | McAdam LLC | 54,860 | $5,903 | 03/31/2024 | MUB | 54,860 | $5,903 | 03/31/2024 | Hirtle Callaghan & Co LLC | 53,915 | $5,845 | 12/31/2023 | MUB | 53,915 | $5,845 | 12/31/2023 | Grove Bank & Trust | 53,631 | $5,814 | 12/31/2023 | MUB | 53,631 | $5,814 | 12/31/2023 | Charles Schwab Investment Management Inc. | 53,285 | $5,777 | 12/31/2023 | MUB | 53,285 | $5,777 | 12/31/2023 | Aveo Capital Partners LLC | 53,117 | $5,758 | 12/31/2023 | MUB | 53,117 | $5,758 | 12/31/2023 | Lpwm LLC | 53,394 | $5,668 | 03/31/2024 | MUB | 53,394 | $5,668 | 03/31/2024 | Per Stirling Capital Management LLC. | 51,940 | $5,631 | 12/31/2023 | MUB | 51,940 | $5,631 | 12/31/2023 | Financial Life Advisors | 52,232 | $5,620 | 03/31/2024 | MUB | 52,232 | $5,620 | 03/31/2024 | Dfpg Investments LLC | 51,794 | $5,610 | 12/31/2023 | MUB | 51,794 | $5,610 | 12/31/2023 | NewSquare Capital LLC | 51,319 | $5,563 | 12/31/2023 | MUB | 51,319 | $5,563 | 12/31/2023 | Precedent Wealth Partners LLC | 51,040 | $5,492 | 03/31/2024 | MUB | 51,040 | $5,492 | 03/31/2024 | Galvin Gaustad & Stein LLC | 51,017 | $5,489 | 03/31/2024 | MUB | 51,017 | $5,489 | 03/31/2024 | Granite Harbor Advisors Inc. | 50,430 | $5,467 | 12/31/2023 | MUB | 50,430 | $5,467 | 12/31/2023 | TD Capital Management LLC | 50,171 | $5,439 | 12/31/2023 | MUB | 50,171 | $5,439 | 12/31/2023 | Patriot Investment Management Inc. | 50,204 | $5,402 | 03/31/2024 | MUB | 50,204 | $5,402 | 03/31/2024 | TNF LLC | 50,624 | $5,388 | 03/31/2024 | MUB | 50,624 | $5,388 | 03/31/2024 | Acropolis Investment Management LLC | 49,790 | $5,357 | 03/31/2024 | MUB | 49,790 | $5,357 | 03/31/2024 | High Falls Advisors Inc | 48,168 | $5,222 | 12/31/2023 | MUB | 48,168 | $5,222 | 12/31/2023 | Valmark Advisers Inc. | 47,908 | $5,194 | 12/31/2023 | MUB | 47,908 | $5,194 | 12/31/2023 | Vannoy Advisory Group Inc. | 47,847 | $5,187 | 12/31/2023 | MUB | 47,847 | $5,187 | 12/31/2023 | Curbstone Financial Management Corp | 47,892 | $5,153 | 03/31/2024 | MUB | 47,892 | $5,153 | 03/31/2024 | Clifford Group LLC | 47,183 | $5,115 | 12/31/2023 | MUB | 47,183 | $5,115 | 12/31/2023 | Stephens Inc. AR | 46,922 | $5,087 | 12/31/2023 | MUB | 46,922 | $5,087 | 12/31/2023 | Exchange Bank | 47,189 | $5,078 | 03/31/2024 | MUB | 47,189 | $5,078 | 03/31/2024 | Meeder Asset Management Inc. | 46,827 | $5,077 | 12/31/2023 | MUB | 46,827 | $5,077 | 12/31/2023 | Peapack Gladstone Financial Corp | 46,687 | $5,061 | 12/31/2023 | MUB | 46,687 | $5,061 | 12/31/2023 | IMPACTfolio LLC | 46,655 | $5,020 | 03/31/2024 | MUB | 46,655 | $5,020 | 03/31/2024 | Wealth Management Resources Inc. | 46,219 | $4,973 | 03/31/2024 | MUB | 46,219 | $4,973 | 03/31/2024 | Hassell Wealth Management LLC | 45,589 | $4,931 | 12/31/2023 | MUB | 45,589 | $4,931 | 12/31/2023 | STA Wealth Management LLC | 44,773 | $4,854 | 12/31/2023 | MUB | 44,773 | $4,854 | 12/31/2023 | Kingsview Wealth Management LLC | 44,214 | $4,793 | 12/31/2023 | MUB | 44,214 | $4,793 | 12/31/2023 | Sawtooth Solutions LLC | 44,131 | $4,784 | 12/31/2023 | MUB | 44,131 | $4,784 | 12/31/2023 | Alpha Financial Partners LLC | 43,787 | $4,747 | 12/31/2023 | MUB | 43,787 | $4,747 | 12/31/2023 | Invenio Wealth Partners LLC | 43,245 | $4,688 | 12/31/2023 | MUB | 43,245 | $4,688 | 12/31/2023 | Presilium Private Wealth LLC | 43,023 | $4,664 | 12/31/2023 | MUB | 43,023 | $4,664 | 12/31/2023 | Raymond James Trust N.A. | 43,260 | $4,655 | 03/31/2024 | MUB | 43,260 | $4,655 | 03/31/2024 | Country Trust Bank | 43,200 | $4,648 | 03/31/2024 | MUB | 43,200 | $4,648 | 03/31/2024 | Joseph Group Capital Management | 41,078 | $4,453 | 12/31/2023 | MUB | 41,078 | $4,453 | 12/31/2023 | Chicago Partners Investment Group LLC | 41,781 | $4,451 | 03/31/2024 | MUB | 41,781 | $4,451 | 03/31/2024 | Sheets Smith Wealth Management | 40,996 | $4,444 | 12/31/2023 | MUB | 40,996 | $4,444 | 12/31/2023 | Keebeck Wealth Management LLC | 40,810 | $4,424 | 12/31/2023 | MUB | 40,810 | $4,424 | 12/31/2023 | Kovitz Investment Group Partners LLC | 40,715 | $4,414 | 12/31/2023 | MUB | 40,715 | $4,414 | 12/31/2023 | Detalus Advisors LLC | 40,694 | $4,379 | 03/31/2024 | MUB | 40,694 | $4,379 | 03/31/2024 | Power Wealth Management LLC | 39,470 | $4,279 | 12/31/2023 | MUB | 39,470 | $4,279 | 12/31/2023 | Taylor Cottrill Erickson & Associates Inc. | 38,710 | $4,197 | 12/31/2023 | MUB | 38,710 | $4,197 | 12/31/2023 | SevenBridge Financial Group LLC | 38,512 | $4,175 | 12/31/2023 | MUB | 38,512 | $4,175 | 12/31/2023 | Motive Wealth Advisors | 38,159 | $4,137 | 12/31/2023 | MUB | 38,159 | $4,137 | 12/31/2023 | Allspring Global Investments Holdings LLC | 38,370 | $4,129 | 03/31/2024 | MUB | 38,370 | $4,129 | 03/31/2024 | Financial Insights Inc. | 37,926 | $4,081 | 03/31/2024 | MUB | 37,926 | $4,081 | 03/31/2024 | Pure Financial Advisors Inc. | 37,711 | $4,058 | 03/31/2024 | MUB | 37,711 | $4,058 | 03/31/2024 | Johnson Bixby & Associates LLC | 37,428 | $4,027 | 03/31/2024 | MUB | 37,428 | $4,027 | 03/31/2024 | Biltmore Family Office LLC | 37,023 | $4,014 | 12/31/2023 | MUB | 37,023 | $4,014 | 12/31/2023 | MidWestOne Financial Group Inc. | 36,685 | $3,977 | 12/31/2023 | MUB | 36,685 | $3,977 | 12/31/2023 | Exencial Wealth Advisors LLC | 36,008 | $3,904 | 12/31/2023 | MUB | 36,008 | $3,904 | 12/31/2023 | SWS Partners | 35,642 | $3,864 | 12/31/2023 | MUB | 35,642 | $3,864 | 12/31/2023 | Proathlete Wealth Management LLC | 35,397 | $3,837 | 12/31/2023 | MUB | 35,397 | $3,837 | 12/31/2023 | Investment Management Associates Inc. ADV | 35,317 | $3,829 | 12/31/2023 | MUB | 35,317 | $3,829 | 12/31/2023 | Smallwood Wealth Investment Management LLC | 35,443 | $3,814 | 03/31/2024 | MUB | 35,443 | $3,814 | 03/31/2024 | Zhang Financial LLC | 35,227 | $3,790 | 03/31/2024 | MUB | 35,227 | $3,790 | 03/31/2024 | ONE Advisory Partners LLC | 35,215 | $3,789 | 03/31/2024 | MUB | 35,215 | $3,789 | 03/31/2024 | Stratos Wealth Advisors LLC | 35,109 | $3,778 | 03/31/2024 | MUB | 35,109 | $3,778 | 03/31/2024 | Eagle Rock Investment Company LLC | 34,894 | $3,755 | 03/31/2024 | MUB | 34,894 | $3,755 | 03/31/2024 | Myecfo LLC | 34,803 | $3,745 | 03/31/2024 | MUB | 34,803 | $3,745 | 03/31/2024 | My Legacy Advisors LLC | 34,420 | $3,737 | 12/31/2023 | MUB | 34,420 | $3,737 | 12/31/2023 | Tobias Financial Advisors Inc. | 34,369 | $3,726 | 12/31/2023 | MUB | 34,369 | $3,726 | 12/31/2023 | Charles Schwab Trust Co | 34,572 | $3,720 | 03/31/2024 | MUB | 34,572 | $3,720 | 03/31/2024 | Lowe Brockenbrough & Co. Inc. | 34,190 | $3,707 | 12/31/2023 | MUB | 34,190 | $3,707 | 12/31/2023 | AIFG Consultants Ltd. | 34,121 | $3,699 | 12/31/2023 | MUB | 34,121 | $3,699 | 12/31/2023 | D L Carlson Investment Group Inc. | 34,221 | $3,696 | 12/31/2023 | MUB | 34,221 | $3,696 | 12/31/2023 | Relative Value Partners Group LLC | 34,076 | $3,694 | 12/31/2023 | MUB | 34,076 | $3,694 | 12/31/2023 | Vise Technologies Inc. | 34,055 | $3,692 | 12/31/2023 | MUB | 34,055 | $3,692 | 12/31/2023 | Wunderlich Capital Managemnt | 34,043 | $3,691 | 12/31/2023 | MUB | 34,043 | $3,691 | 12/31/2023 | Capital Advisors Wealth Management LLC | 34,177 | $3,677 | 03/31/2024 | MUB | 34,177 | $3,677 | 03/31/2024 | Patton Albertson Miller Group LLC | 33,957 | $3,654 | 03/31/2024 | MUB | 33,957 | $3,654 | 03/31/2024 | Hudock Inc. | 33,694 | $3,653 | 12/31/2023 | MUB | 33,694 | $3,653 | 12/31/2023 | Sowell Financial Services LLC | 33,695 | $3,653 | 12/31/2023 | MUB | 33,695 | $3,653 | 12/31/2023 | Miracle Mile Advisors LLC | 33,635 | $3,619 | 03/31/2024 | MUB | 33,635 | $3,619 | 03/31/2024 | Whittier Trust Co. of Nevada Inc. | 33,330 | $3,613 | 12/31/2023 | MUB | 33,330 | $3,613 | 12/31/2023 | Dravo Bay LLC | 33,059 | $3,584 | 12/31/2023 | MUB | 33,059 | $3,584 | 12/31/2023 | Provence Wealth Management Group | 32,973 | $3,575 | 12/31/2023 | MUB | 32,973 | $3,575 | 12/31/2023 | Steel Peak Wealth Management LLC | 33,052 | $3,556 | 03/31/2024 | MUB | 33,052 | $3,556 | 03/31/2024 | Mount Yale Investment Advisors LLC | 32,692 | $3,544 | 12/31/2023 | MUB | 32,692 | $3,544 | 12/31/2023 | Summit Financial LLC | 32,893 | $3,539 | 03/31/2024 | MUB | 32,893 | $3,539 | 03/31/2024 | Colton Groome Financial Advisors LLC | 32,805 | $3,530 | 03/31/2024 | MUB | 32,805 | $3,530 | 03/31/2024 | Principal Securities Inc. | 32,470 | $3,520 | 12/31/2023 | MUB | 32,470 | $3,520 | 12/31/2023 | CWA Asset Management Group LLC | 32,377 | $3,510 | 12/31/2023 | MUB | 32,377 | $3,510 | 12/31/2023 | Hennion & Walsh Asset Management Inc. | 32,577 | $3,505 | 03/31/2024 | MUB | 32,577 | $3,505 | 03/31/2024 | Naples Global Advisors LLC | 32,313 | $3,503 | 12/31/2023 | MUB | 32,313 | $3,503 | 12/31/2023 | TBH Global Asset Management LLC | 32,299 | $3,502 | 12/31/2023 | MUB | 32,299 | $3,502 | 12/31/2023 | Mission Wealth Management LP | 32,249 | $3,496 | 12/31/2023 | MUB | 32,249 | $3,496 | 12/31/2023 | Keybank National Association OH | 31,911 | $3,459 | 12/31/2023 | MUB | 31,911 | $3,459 | 12/31/2023 | True Vision MN LLC | 31,905 | $3,459 | 12/31/2023 | MUB | 31,905 | $3,459 | 12/31/2023 | Investment Partners LTD. | 31,840 | $3,426 | 03/31/2024 | MUB | 31,840 | $3,426 | 03/31/2024 | Insight Wealth Strategies LLC | 31,831 | $3,425 | 03/31/2024 | MUB | 31,831 | $3,425 | 03/31/2024 | Financial Advocates Investment Management | 31,805 | $3,420 | 12/31/2023 | MUB | 31,805 | $3,420 | 12/31/2023 | Strategies Wealth Advisors LLC | 31,647 | $3,405 | 03/31/2024 | MUB | 31,647 | $3,405 | 03/31/2024 | Crabel Capital Management LLC | 31,368 | $3,401 | 12/31/2023 | MUB | 31,368 | $3,401 | 12/31/2023 | Financial Counselors Inc. | 31,207 | $3,383 | 12/31/2023 | MUB | 31,207 | $3,383 | 12/31/2023 | ORG Partners LLC | 31,082 | $3,370 | 12/31/2023 | MUB | 31,082 | $3,370 | 12/31/2023 | WealthCollab LLC | 30,981 | $3,359 | 12/31/2023 | MUB | 30,981 | $3,359 | 12/31/2023 | Cosner Financial Group LLC | 30,884 | $3,348 | 12/31/2023 | MUB | 30,884 | $3,348 | 12/31/2023 | LGL Partners LLC | 30,832 | $3,343 | 12/31/2023 | MUB | 30,832 | $3,343 | 12/31/2023 | LWS Wealth Advisors Inc. | 30,515 | $3,308 | 12/31/2023 | MUB | 30,515 | $3,308 | 12/31/2023 | Cypress Capital Group | 30,432 | $3,299 | 12/31/2023 | MUB | 30,432 | $3,299 | 12/31/2023 | Chesapeake Capital Corp IL | 30,426 | $3,298 | 12/31/2023 | MUB | 30,426 | $3,298 | 12/31/2023 | Millennium Management LLC | 30,214 | $3,276 | 12/31/2023 | MUB | 30,214 | $3,276 | 12/31/2023 | Watershed Private Wealth LLC | 30,140 | $3,267 | 12/31/2023 | MUB | 30,140 | $3,267 | 12/31/2023 | NewEdge Wealth LLC | 30,013 | $3,254 | 12/31/2023 | MUB | 30,013 | $3,254 | 12/31/2023 | Global Retirement Partners LLC | 30,203 | $3,250 | 03/31/2024 | MUB | 30,203 | $3,250 | 03/31/2024 | ForthRight Wealth Management LLC | 29,742 | $3,200 | 03/31/2024 | MUB | 29,742 | $3,200 | 03/31/2024 | BCGM Wealth Management LLC | 29,481 | $3,196 | 12/31/2023 | MUB | 29,481 | $3,196 | 12/31/2023 | Brio Consultants LLC | 29,448 | $3,192 | 12/31/2023 | MUB | 29,448 | $3,192 | 12/31/2023 | Rehmann Capital Advisory Group | 29,277 | $3,174 | 12/31/2023 | MUB | 29,277 | $3,174 | 12/31/2023 | Kades & Cheifetz LLC | 29,049 | $3,149 | 12/31/2023 | MUB | 29,049 | $3,149 | 12/31/2023 | Sharkey Howes & Javer | 29,216 | $3,144 | 03/31/2024 | MUB | 29,216 | $3,144 | 03/31/2024 | Tilson Financial Group Inc. | 29,083 | $3,129 | 03/31/2024 | MUB | 29,083 | $3,129 | 03/31/2024 | Cornerstone Wealth Management LLC | 28,936 | $3,114 | 03/31/2024 | MUB | 28,936 | $3,114 | 03/31/2024 | Stephenson & Company Inc. | 28,543 | $3,094 | 12/31/2023 | MUB | 28,543 | $3,094 | 12/31/2023 | Kwmg LLC | 28,614 | $3,079 | 03/31/2024 | MUB | 28,614 | $3,079 | 03/31/2024 | Procyon Private Wealth Partners LLC | 28,431 | $3,059 | 03/31/2024 | MUB | 28,431 | $3,059 | 03/31/2024 | Hart & Patterson Financial Group LLC | 28,121 | $3,026 | 03/31/2024 | MUB | 28,121 | $3,026 | 03/31/2024 | Leeward Financial Partners LLC | 28,111 | $3,025 | 03/31/2024 | MUB | 28,111 | $3,025 | 03/31/2024 | Sterling Financial Planning Inc. | 27,798 | $3,014 | 12/31/2023 | MUB | 27,798 | $3,014 | 12/31/2023 | Madison Wealth Partners Inc | 27,767 | $3,010 | 12/31/2023 | MUB | 27,767 | $3,010 | 12/31/2023 | Breakwater Capital Group | 27,613 | $2,971 | 03/31/2024 | MUB | 27,613 | $2,971 | 03/31/2024 | Waller Financial Planning Group Inc. | 27,490 | $2,958 | 03/31/2024 | MUB | 27,490 | $2,958 | 03/31/2024 | Beaird Harris Wealth Management LLC | 27,287 | $2,958 | 12/31/2023 | MUB | 27,287 | $2,958 | 12/31/2023 | Paulson Wealth Management Inc. | 27,205 | $2,949 | 12/31/2023 | MUB | 27,205 | $2,949 | 12/31/2023 | Prosperity Planning Inc. | 27,367 | $2,945 | 03/31/2024 | MUB | 27,367 | $2,945 | 03/31/2024 | Congress Wealth Management LLC DE | 27,157 | $2,922 | 03/31/2024 | MUB | 27,157 | $2,922 | 03/31/2024 | Mutual Advisors LLC | 26,869 | $2,913 | 12/31/2023 | MUB | 26,869 | $2,913 | 12/31/2023 | Jacobson & Schmitt Advisors LLC | 26,808 | $2,906 | 12/31/2023 | MUB | 26,808 | $2,906 | 12/31/2023 | First International Bank & Trust | 26,965 | $2,901 | 03/31/2024 | MUB | 26,965 | $2,901 | 03/31/2024 | Premier Path Wealth Partners LLC | 24,626 | $2,898 | 03/31/2024 | MUB | 24,626 | $2,898 | 03/31/2024 | Blair William & Co. IL | 26,616 | $2,885 | 12/31/2023 | MUB | 26,616 | $2,885 | 12/31/2023 | TCG Advisory Services LLC | 26,512 | $2,874 | 12/31/2023 | MUB | 26,512 | $2,874 | 12/31/2023 | Hoge Financial Services LLC | 26,429 | $2,865 | 12/31/2023 | MUB | 26,429 | $2,865 | 12/31/2023 | Executive Wealth Group LLC | 26,428 | $2,854 | 03/31/2024 | MUB | 26,428 | $2,854 | 03/31/2024 | Change Path LLC | 26,254 | $2,846 | 12/31/2023 | MUB | 26,254 | $2,846 | 12/31/2023 | Thrive Wealth Management LLC | 26,053 | $2,803 | 03/31/2024 | MUB | 26,053 | $2,803 | 03/31/2024 | Physician Wealth Solutions Inc. | 26,024 | $2,800 | 03/31/2024 | MUB | 26,024 | $2,800 | 03/31/2024 | Fountainhead AM LLC | 25,762 | $2,793 | 12/31/2023 | MUB | 25,762 | $2,793 | 12/31/2023 | Spectrum Investment Advisors Inc. | 25,609 | $2,776 | 12/31/2023 | MUB | 25,609 | $2,776 | 12/31/2023 | StrategIQ Financial Group LLC | 25,510 | $2,766 | 12/31/2023 | MUB | 25,510 | $2,766 | 12/31/2023 | Paladin Advisory Group LLC | 25,498 | $2,764 | 12/31/2023 | MUB | 25,498 | $2,764 | 12/31/2023 | Juncture Wealth Strategies LLC | 25,631 | $2,758 | 03/31/2024 | MUB | 25,631 | $2,758 | 03/31/2024 | Baker Avenue Asset Management LP | 25,136 | $2,725 | 12/31/2023 | MUB | 25,136 | $2,725 | 12/31/2023 | Ullmann Financial Group Inc. | 24,853 | $2,694 | 12/31/2023 | MUB | 24,853 | $2,694 | 12/31/2023 | Private Trust Co. NA | 24,986 | $2,688 | 03/31/2024 | MUB | 24,986 | $2,688 | 03/31/2024 | Symphony Financial Ltd. Co. | 24,842 | $2,673 | 03/31/2024 | MUB | 24,842 | $2,673 | 03/31/2024 | Arcadia Wealth Management LLC | 24,558 | $2,662 | 12/31/2023 | MUB | 24,558 | $2,662 | 12/31/2023 | Bleakley Financial Group LLC | 24,225 | $2,626 | 12/31/2023 | MUB | 24,225 | $2,626 | 12/31/2023 | Cedar Point Capital Partners LLC | 24,163 | $2,620 | 12/31/2023 | MUB | 24,163 | $2,620 | 12/31/2023 | EisnerAmper Wealth Management Corporate Benefits LLC | 24,145 | $2,618 | 12/31/2023 | MUB | 24,145 | $2,618 | 12/31/2023 | Riversedge Advisors LLC | 24,084 | $2,611 | 12/31/2023 | MUB | 24,084 | $2,611 | 12/31/2023 | Confluence Wealth Services Inc. | 24,235 | $2,608 | 03/31/2024 | MUB | 24,235 | $2,608 | 03/31/2024 | Accurate Wealth Management LLC | 24,395 | $2,597 | 03/31/2024 | MUB | 24,395 | $2,597 | 03/31/2024 | Csenge Advisory Group | 23,953 | $2,597 | 12/31/2023 | MUB | 23,953 | $2,597 | 12/31/2023 | Spinnaker Investment Group LLC | 23,991 | $2,581 | 03/31/2024 | MUB | 23,991 | $2,581 | 03/31/2024 | Tortoise Investment Management LLC | 23,718 | $2,571 | 12/31/2023 | MUB | 23,718 | $2,571 | 12/31/2023 | First American Trust FSB | 23,707 | $2,570 | 12/31/2023 | MUB | 23,707 | $2,570 | 12/31/2023 | Armor Investment Advisors LLC | 23,458 | $2,524 | 03/31/2024 | MUB | 23,458 | $2,524 | 03/31/2024 | Jefferies Financial Group Inc. | 23,115 | $2,506 | 12/31/2023 | MUB | 23,115 | $2,506 | 12/31/2023 | Dorsey & Whitney Trust CO LLC | 23,105 | $2,505 | 12/31/2023 | MUB | 23,105 | $2,505 | 12/31/2023 | James Investment Research Inc. | 23,097 | $2,504 | 12/31/2023 | MUB | 23,097 | $2,504 | 12/31/2023 | Capasso Planning Partners LLC | 23,218 | $2,498 | 03/31/2024 | MUB | 23,218 | $2,498 | 03/31/2024 | Sterling Investment Advisors Ltd. | 23,009 | $2,494 | 12/31/2023 | MUB | 23,009 | $2,494 | 12/31/2023 | Garden State Investment Advisory Services LLC | 22,697 | $2,461 | 12/31/2023 | MUB | 22,697 | $2,461 | 12/31/2023 | Sykon Capital LLC | 22,506 | $2,440 | 12/31/2023 | MUB | 22,506 | $2,440 | 12/31/2023 | Northern Trust Corp | 22,495 | $2,439 | 12/31/2023 | MUB | 22,495 | $2,439 | 12/31/2023 | Durante & Waters LLC | 22,494 | $2,439 | 12/31/2023 | MUB | 22,494 | $2,439 | 12/31/2023 | Forte Asset Management LLC | 22,469 | $2,436 | 12/31/2023 | MUB | 22,469 | $2,436 | 12/31/2023 | Global Assets Advisory LLC | 22,474 | $2,418 | 03/31/2024 | MUB | 22,474 | $2,418 | 03/31/2024 | Bernardo Wealth Planning LLC | 22,240 | $2,411 | 12/31/2023 | MUB | 22,240 | $2,411 | 12/31/2023 | Avid Wealth Partners LLC | 22,219 | $2,409 | 12/31/2023 | MUB | 22,219 | $2,409 | 12/31/2023 | LifePro Asset Management | 22,257 | $2,395 | 03/31/2024 | MUB | 22,257 | $2,395 | 03/31/2024 | VitalStone Financial LLC | 22,044 | $2,390 | 12/31/2023 | MUB | 22,044 | $2,390 | 12/31/2023 | Etesian Wealth Advisors Inc. | 22,183 | $2,387 | 03/31/2024 | MUB | 22,183 | $2,387 | 03/31/2024 | Venturi Wealth Management LLC | 22,089 | $2,377 | 03/31/2024 | MUB | 22,089 | $2,377 | 03/31/2024 | Capstone Financial Advisors Inc. | 21,774 | $2,361 | 12/31/2023 | MUB | 21,774 | $2,361 | 12/31/2023 | First Hawaiian Bank | 21,864 | $2,353 | 03/31/2024 | MUB | 21,864 | $2,353 | 03/31/2024 | Level Four Advisory Services LLC | 21,495 | $2,330 | 12/31/2023 | MUB | 21,495 | $2,330 | 12/31/2023 | Cypress Wealth Services LLC | 21,272 | $2,289 | 03/31/2024 | MUB | 21,272 | $2,289 | 03/31/2024 | ABLE Financial Group LLC | 21,035 | $2,280 | 12/31/2023 | MUB | 21,035 | $2,280 | 12/31/2023 | Smithfield Trust Co. | 21,020 | $2,279 | 12/31/2023 | MUB | 21,020 | $2,279 | 12/31/2023 | Philip James Wealth Mangement LLC | 21,022 | $2,279 | 12/31/2023 | MUB | 21,022 | $2,279 | 12/31/2023 | Insight Wealth Partners LLC | 20,949 | $2,271 | 12/31/2023 | MUB | 20,949 | $2,271 | 12/31/2023 | Rosenberg Matthew Hamilton | 21,077 | $2,256 | 03/31/2024 | MUB | 21,077 | $2,256 | 03/31/2024 | SOL Capital Management CO | 20,957 | $2,255 | 03/31/2024 | MUB | 20,957 | $2,255 | 03/31/2024 | Meritage Portfolio Management | 20,733 | $2,248 | 12/31/2023 | MUB | 20,733 | $2,248 | 12/31/2023 | Buckingham Strategic Partners | 20,680 | $2,242 | 12/31/2023 | MUB | 20,680 | $2,242 | 12/31/2023 | Schonfeld Strategic Advisors LLC | 20,625 | $2,236 | 12/31/2023 | MUB | 20,625 | $2,236 | 12/31/2023 | Aletheian Wealth Advisors LLC | 20,713 | $2,229 | 03/31/2024 | MUB | 20,713 | $2,229 | 03/31/2024 | Philadelphia Trust Co. | 20,554 | $2,228 | 12/31/2023 | MUB | 20,554 | $2,228 | 12/31/2023 | Keystone Wealth Services LLC | 20,612 | $2,218 | 03/31/2024 | MUB | 20,612 | $2,218 | 03/31/2024 | Telemus Capital LLC | 20,446 | $2,217 | 12/31/2023 | MUB | 20,446 | $2,217 | 12/31/2023 | D.A. Davidson & CO. | 20,420 | $2,214 | 12/31/2023 | MUB | 20,420 | $2,214 | 12/31/2023 | Pensionmark Financial Group LLC | 20,403 | $2,212 | 12/31/2023 | MUB | 20,403 | $2,212 | 12/31/2023 | Continuum Advisory LLC | 20,392 | $2,211 | 12/31/2023 | MUB | 20,392 | $2,211 | 12/31/2023 | AdvisorNet Financial Inc | 20,497 | $2,205 | 03/31/2024 | MUB | 20,497 | $2,205 | 03/31/2024 | Westside Investment Management Inc. | 20,418 | $2,197 | 03/31/2024 | MUB | 20,418 | $2,197 | 03/31/2024 | Sterling Investment Counsel LLC | 20,390 | $2,194 | 03/31/2024 | MUB | 20,390 | $2,194 | 03/31/2024 | IHT Wealth Management LLC | 20,179 | $2,188 | 12/31/2023 | MUB | 20,179 | $2,188 | 12/31/2023 | United Community Bank | 19,959 | $2,164 | 12/31/2023 | MUB | 19,959 | $2,164 | 12/31/2023 | Greenspring Advisors LLC | 20,005 | $2,153 | 03/31/2024 | MUB | 20,005 | $2,153 | 03/31/2024 | Visionary Wealth Advisors | 19,786 | $2,145 | 12/31/2023 | MUB | 19,786 | $2,145 | 12/31/2023 | Grey Fox Wealth Advisors LLC | 19,855 | $2,136 | 03/31/2024 | MUB | 19,855 | $2,136 | 03/31/2024 | U.S. Capital Wealth Advisors LLC | 19,694 | $2,135 | 12/31/2023 | MUB | 19,694 | $2,135 | 12/31/2023 | Concurrent Investment Advisors LLC | 19,616 | $2,127 | 12/31/2023 | MUB | 19,616 | $2,127 | 12/31/2023 | Confluence Investment Management LLC | 19,761 | $2,126 | 03/31/2024 | MUB | 19,761 | $2,126 | 03/31/2024 | Joel Isaacson & Co. LLC | 19,570 | $2,122 | 12/31/2023 | MUB | 19,570 | $2,122 | 12/31/2023 | Florin Court Capital LLP | 19,300 | $2,092 | 12/31/2023 | MUB | 19,300 | $2,092 | 12/31/2023 | Syntegra Private Wealth Group LLC | 19,294 | $2,092 | 12/31/2023 | MUB | 19,294 | $2,092 | 12/31/2023 | Life Planning Partners Inc | 19,268 | $2,089 | 12/31/2023 | MUB | 19,268 | $2,089 | 12/31/2023 | Legacy Capital Wealth Partners LLC | 19,184 | $2,080 | 12/31/2023 | MUB | 19,184 | $2,080 | 12/31/2023 | Whittier Trust Co. | 19,181 | $2,079 | 12/31/2023 | MUB | 19,181 | $2,079 | 12/31/2023 | Wsfs Capital Management LLC | 19,164 | $2,078 | 12/31/2023 | MUB | 19,164 | $2,078 | 12/31/2023 | Safir Wealth Advisors LLC | 19,239 | $2,070 | 03/31/2024 | MUB | 19,239 | $2,070 | 03/31/2024 | Mill Creek Capital Advisors LLC | 18,942 | $2,054 | 12/31/2023 | MUB | 18,942 | $2,054 | 12/31/2023 | Seascape Capital Management | 18,794 | $2,037 | 12/31/2023 | MUB | 18,794 | $2,037 | 12/31/2023 | Parallel Advisors LLC | 18,759 | $2,034 | 12/31/2023 | MUB | 18,759 | $2,034 | 12/31/2023 | Envision Financial Planning LLC | 18,609 | $2,017 | 12/31/2023 | MUB | 18,609 | $2,017 | 12/31/2023 | McNaughton Wealth Management LLC | 18,521 | $1,993 | 03/31/2024 | MUB | 18,521 | $1,993 | 03/31/2024 | Park Place Capital Corp | 18,356 | $1,975 | 03/31/2024 | MUB | 18,356 | $1,975 | 03/31/2024 | Checchi Capital Advisers LLC | 18,324 | $1,972 | 03/31/2024 | MUB | 18,324 | $1,972 | 03/31/2024 | Stock Yards Bank & Trust Co. | 18,133 | $1,966 | 12/31/2023 | MUB | 18,133 | $1,966 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 18,103 | $1,963 | 12/31/2023 | MUB | 18,103 | $1,963 | 12/31/2023 | Patten Group Inc. | 18,221 | $1,961 | 03/31/2024 | MUB | 18,221 | $1,961 | 03/31/2024 | Fifth Third Securities Inc. | 18,210 | $1,959 | 03/31/2024 | MUB | 18,210 | $1,959 | 03/31/2024 | Flagship Harbor Advisors LLC | 18,161 | $1,954 | 03/31/2024 | MUB | 18,161 | $1,954 | 03/31/2024 | Helen Stephens Group LLC | 17,944 | $1,931 | 03/31/2024 | MUB | 17,944 | $1,931 | 03/31/2024 | Windward Private Wealth Management Inc. | 17,756 | $1,925 | 12/31/2023 | MUB | 17,756 | $1,925 | 12/31/2023 | Verus Capital Partners LLC | 17,730 | $1,922 | 12/31/2023 | MUB | 17,730 | $1,922 | 12/31/2023 | Wealthstar Advisors LLC | 17,686 | $1,903 | 03/31/2024 | MUB | 17,686 | $1,903 | 03/31/2024 | Columbia Trust Co 01012016 | 17,505 | $1,898 | 12/31/2023 | MUB | 17,505 | $1,898 | 12/31/2023 | Valley National Advisers Inc. | 17,616 | $1,895 | 03/31/2024 | MUB | 17,616 | $1,895 | 03/31/2024 | Grand Wealth Management LLC | 17,451 | $1,892 | 12/31/2023 | MUB | 17,451 | $1,892 | 12/31/2023 | Oppenheimer & Co. Inc. | 17,370 | $1,883 | 12/31/2023 | MUB | 17,370 | $1,883 | 12/31/2023 | Rockbridge Investment Management LCC | 17,359 | $1,882 | 12/31/2023 | MUB | 17,359 | $1,882 | 12/31/2023 | Arden Trust Co | 17,477 | $1,881 | 03/31/2024 | MUB | 17,477 | $1,881 | 03/31/2024 | Advisory Resource Group | 17,332 | $1,879 | 12/31/2023 | MUB | 17,332 | $1,879 | 12/31/2023 | Liberty Capital Management Inc. | 17,362 | $1,868 | 03/31/2024 | MUB | 17,362 | $1,868 | 03/31/2024 | Moneta Group Investment Advisors LLC | 17,204 | $1,865 | 12/31/2023 | MUB | 17,204 | $1,865 | 12/31/2023 | Evergreen Wealth Solutions LLC | 16,971 | $1,840 | 12/31/2023 | MUB | 16,971 | $1,840 | 12/31/2023 | Stokes Family Office LLC | 16,943 | $1,837 | 12/31/2023 | MUB | 16,943 | $1,837 | 12/31/2023 | White Lighthouse Investment Management Inc. | 16,910 | $1,833 | 12/31/2023 | MUB | 16,910 | $1,833 | 12/31/2023 | Cornerstone Wealth Group LLC | 16,925 | $1,821 | 03/31/2024 | MUB | 16,925 | $1,821 | 03/31/2024 | Carl P. Sherr & Co. LLC | 16,787 | $1,820 | 12/31/2023 | MUB | 16,787 | $1,820 | 12/31/2023 | Capital Investment Advisors LLC | 16,721 | $1,799 | 03/31/2024 | MUB | 16,721 | $1,799 | 03/31/2024 | Spinnaker Trust | 16,466 | $1,785 | 12/31/2023 | MUB | 16,466 | $1,785 | 12/31/2023 | Dean Investment Associates LLC | 16,458 | $1,784 | 12/31/2023 | MUB | 16,458 | $1,784 | 12/31/2023 | Mainsail Financial Group LLC | 16,570 | $1,783 | 03/31/2024 | MUB | 16,570 | $1,783 | 03/31/2024 | OLD National Bancorp IN | 16,325 | $1,757 | 03/31/2024 | MUB | 16,325 | $1,757 | 03/31/2024 | Cynosure Management LLC | 16,168 | $1,753 | 12/31/2023 | MUB | 16,168 | $1,753 | 12/31/2023 | Robinson Smith Wealth Advisors LLC | 16,190 | $1,742 | 03/31/2024 | MUB | 16,190 | $1,742 | 03/31/2024 | Financial Advisory Service Inc. | 16,002 | $1,735 | 12/31/2023 | MUB | 16,002 | $1,735 | 12/31/2023 | IFP Advisors Inc | 15,942 | $1,728 | 12/31/2023 | MUB | 15,942 | $1,728 | 12/31/2023 | Radnor Capital Management LLC | 16,000 | $1,722 | 03/31/2024 | MUB | 16,000 | $1,722 | 03/31/2024 | Tolleson Wealth Management Inc. | 15,707 | $1,703 | 12/31/2023 | MUB | 15,707 | $1,703 | 12/31/2023 | Wayfinding Financial LLC | 15,609 | $1,692 | 12/31/2023 | MUB | 15,609 | $1,692 | 12/31/2023 | Theory Financial LLC | 15,522 | $1,683 | 12/31/2023 | MUB | 15,522 | $1,683 | 12/31/2023 | Maia Wealth LLC | 15,504 | $1,681 | 12/31/2023 | MUB | 15,504 | $1,681 | 12/31/2023 | FC Advisory LLC | 15,599 | $1,678 | 03/31/2024 | MUB | 15,599 | $1,678 | 03/31/2024 | Lifeworks Advisors LLC | 15,313 | $1,660 | 12/31/2023 | MUB | 15,313 | $1,660 | 12/31/2023 | Ascent Group LLC | 15,287 | $1,649 | 12/31/2023 | MUB | 15,287 | $1,649 | 12/31/2023 | Pinnacle Associates Ltd. | 15,226 | $1,638 | 03/31/2024 | MUB | 15,226 | $1,638 | 03/31/2024 | CIBC Private Wealth Group LLC | 15,056 | $1,632 | 12/31/2023 | MUB | 15,056 | $1,632 | 12/31/2023 | Lodestar Private Asset Management LLC | 15,121 | $1,627 | 03/31/2024 | MUB | 15,121 | $1,627 | 03/31/2024 | ProVise Management Group LLC | 14,833 | $1,608 | 12/31/2023 | MUB | 14,833 | $1,608 | 12/31/2023 | Running Point Capital Advisors LLC | 14,719 | $1,596 | 12/31/2023 | MUB | 14,719 | $1,596 | 12/31/2023 | Horizon Family Wealth Inc. | 14,574 | $1,580 | 12/31/2023 | MUB | 14,574 | $1,580 | 12/31/2023 | C M Bidwell & Associates Ltd. | 14,534 | $1,576 | 12/31/2023 | MUB | 14,534 | $1,576 | 12/31/2023 | AFS Financial Group LLC | 14,523 | $1,574 | 12/31/2023 | MUB | 14,523 | $1,574 | 12/31/2023 | CV Advisors LLC | 14,360 | $1,557 | 12/31/2023 | MUB | 14,360 | $1,557 | 12/31/2023 | Professional Financial Advisors LLC | 14,402 | $1,550 | 03/31/2024 | MUB | 14,402 | $1,550 | 03/31/2024 | First National Bank of Mount Dora Trust Investment Services | 14,400 | $1,549 | 03/31/2024 | MUB | 14,400 | $1,549 | 03/31/2024 | First Foundation Advisors | 14,225 | $1,542 | 12/31/2023 | MUB | 14,225 | $1,542 | 12/31/2023 | MainStreet Investment Advisors LLC | 14,215 | $1,541 | 12/31/2023 | MUB | 14,215 | $1,541 | 12/31/2023 | Western Wealth Management LLC | 14,126 | $1,531 | 12/31/2023 | MUB | 14,126 | $1,531 | 12/31/2023 | Acima Private Wealth LLC | 14,116 | $1,530 | 12/31/2023 | MUB | 14,116 | $1,530 | 12/31/2023 | MorganRosel Wealth Management LLC | 14,149 | $1,522 | 03/31/2024 | MUB | 14,149 | $1,522 | 03/31/2024 | Nwam LLC | 14,010 | $1,519 | 12/31/2023 | MUB | 14,010 | $1,519 | 12/31/2023 | Stone House Investment Management LLC | 13,983 | $1,516 | 12/31/2023 | MUB | 13,983 | $1,516 | 12/31/2023 | Capital Investment Advisory Services LLC | 14,062 | $1,513 | 03/31/2024 | MUB | 14,062 | $1,513 | 03/31/2024 | MCF Advisors LLC | 14,021 | $1,509 | 03/31/2024 | MUB | 14,021 | $1,509 | 03/31/2024 | Elmwood Wealth Management Inc. | 13,920 | $1,509 | 12/31/2023 | MUB | 13,920 | $1,509 | 12/31/2023 | Hamilton Wealth LLC | 13,916 | $1,509 | 12/31/2023 | MUB | 13,916 | $1,509 | 12/31/2023 | Almanack Investment Partners LLC. | 13,904 | $1,507 | 12/31/2023 | MUB | 13,904 | $1,507 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 13,880 | $1,505 | 12/31/2023 | MUB | 13,880 | $1,505 | 12/31/2023 | James J. Burns & Company LLC | 14,066 | $1,502 | 03/31/2024 | MUB | 14,066 | $1,502 | 03/31/2024 | Sweet Financial Partners LLC | 13,832 | $1,488 | 03/31/2024 | MUB | 13,832 | $1,488 | 03/31/2024 | Meridian Wealth Management LLC | 13,748 | $1,479 | 03/31/2024 | MUB | 13,748 | $1,479 | 03/31/2024 | Heritage Wealth Management LLC | 13,744 | $1,479 | 03/31/2024 | MUB | 13,744 | $1,479 | 03/31/2024 | Financial Network Wealth Management LLC | 13,603 | $1,474 | 12/31/2023 | MUB | 13,603 | $1,474 | 12/31/2023 | Private Portfolio Partners LLC | 13,550 | $1,469 | 12/31/2023 | MUB | 13,550 | $1,469 | 12/31/2023 | Sage Financial Management Group Inc. | 13,421 | $1,455 | 12/31/2023 | MUB | 13,421 | $1,455 | 12/31/2023 | Annex Advisory Services LLC | 13,514 | $1,454 | 03/31/2024 | MUB | 13,514 | $1,454 | 03/31/2024 | Nicolet Bankshares Inc. | 13,364 | $1,449 | 12/31/2023 | MUB | 13,364 | $1,449 | 12/31/2023 | WBH Advisory Inc. | 13,428 | $1,445 | 03/31/2024 | MUB | 13,428 | $1,445 | 03/31/2024 | Massmutual Trust Co. FSB ADV | 13,139 | $1,414 | 03/31/2024 | MUB | 13,139 | $1,414 | 03/31/2024 | Duncker Streett & Co. Inc. | 13,123 | $1,412 | 03/31/2024 | MUB | 13,123 | $1,412 | 03/31/2024 | Archford Capital Strategies LLC | 12,983 | $1,397 | 03/31/2024 | MUB | 12,983 | $1,397 | 03/31/2024 | Lokken Investment Group LLC | 12,851 | $1,393 | 12/31/2023 | MUB | 12,851 | $1,393 | 12/31/2023 | UMA Financial Services Inc. | 13,054 | $1,386 | 03/31/2024 | MUB | 13,054 | $1,386 | 03/31/2024 | Wintrust Investments LLC | 12,765 | $1,384 | 12/31/2023 | MUB | 12,765 | $1,384 | 12/31/2023 | Consilio Wealth Advisors LLC | 12,820 | $1,379 | 03/31/2024 | MUB | 12,820 | $1,379 | 03/31/2024 | Fairview Capital Investment Management LLC | 12,697 | $1,376 | 12/31/2023 | MUB | 12,697 | $1,376 | 12/31/2023 | Sepio Capital LP | 12,640 | $1,370 | 12/31/2023 | MUB | 12,640 | $1,370 | 12/31/2023 | Jacobi Capital Management LLC | 12,618 | $1,368 | 12/31/2023 | MUB | 12,618 | $1,368 | 12/31/2023 | Geneos Wealth Management Inc. | 12,612 | $1,367 | 12/31/2023 | MUB | 12,612 | $1,367 | 12/31/2023 | Advisory Alpha LLC | 12,578 | $1,364 | 12/31/2023 | MUB | 12,578 | $1,364 | 12/31/2023 | DORVAL Corp | 12,625 | $1,363 | 03/31/2024 | MUB | 12,625 | $1,363 | 03/31/2024 | J.W. Cole Advisors Inc. | 12,574 | $1,363 | 12/31/2023 | MUB | 12,574 | $1,363 | 12/31/2023 | Pinnacle Financial Partners Inc. | 12,552 | $1,361 | 12/31/2023 | MUB | 12,552 | $1,361 | 12/31/2023 | Eagle Global Advisors LLC | 12,535 | $1,359 | 12/31/2023 | MUB | 12,535 | $1,359 | 12/31/2023 | Rooted Wealth Advisors Inc. | 12,661 | $1,352 | 03/31/2024 | MUB | 12,661 | $1,352 | 03/31/2024 | First National Bank Sioux Falls | 12,551 | $1,350 | 03/31/2024 | MUB | 12,551 | $1,350 | 03/31/2024 | Tsfg LLC | 12,411 | $1,335 | 03/31/2024 | MUB | 12,411 | $1,335 | 03/31/2024 | Arrow Financial Corp | 12,291 | $1,332 | 12/31/2023 | MUB | 12,291 | $1,332 | 12/31/2023 | Pinnacle Bank | 12,297 | $1,323 | 03/31/2024 | MUB | 12,297 | $1,323 | 03/31/2024 | Graves Light Private Wealth Management Inc. | 12,165 | $1,319 | 12/31/2023 | MUB | 12,165 | $1,319 | 12/31/2023 | Cambria Investment Management L.P. | 12,130 | $1,315 | 12/31/2023 | MUB | 12,130 | $1,315 | 12/31/2023 | Hurlow Wealth Management Group Inc. | 12,207 | $1,313 | 03/31/2024 | MUB | 12,207 | $1,313 | 03/31/2024 | National Asset Management Inc. | 12,110 | $1,313 | 12/31/2023 | MUB | 12,110 | $1,313 | 12/31/2023 | Financial Strategies Group Inc. | 12,277 | $1,312 | 03/31/2024 | MUB | 12,277 | $1,312 | 03/31/2024 | Gryphon Financial Partners LLC | 11,265 | $1,309 | 12/31/2023 | MUB | 11,265 | $1,309 | 12/31/2023 | Global Wealth Management Investment Advisory Inc. | 12,073 | $1,309 | 12/31/2023 | MUB | 12,073 | $1,309 | 12/31/2023 | Beaumont Financial Advisors LLC | 12,057 | $1,307 | 12/31/2023 | MUB | 12,057 | $1,307 | 12/31/2023 | Interactive Financial Advisors | 12,028 | $1,304 | 12/31/2023 | MUB | 12,028 | $1,304 | 12/31/2023 | Aspen Wealth Strategies LLC | 11,999 | $1,301 | 12/31/2023 | MUB | 11,999 | $1,301 | 12/31/2023 | Efficient Advisors LLC | 11,993 | $1,300 | 12/31/2023 | MUB | 11,993 | $1,300 | 12/31/2023 | Stone Point Wealth LLC | 11,886 | $1,289 | 12/31/2023 | MUB | 11,886 | $1,289 | 12/31/2023 | JNBA Financial Advisors | 11,969 | $1,288 | 03/31/2024 | MUB | 11,969 | $1,288 | 03/31/2024 | Peregrine Asset Advisers Inc. | 11,849 | $1,285 | 12/31/2023 | MUB | 11,849 | $1,285 | 12/31/2023 | Monticello Wealth Management LLC | 11,932 | $1,284 | 03/31/2024 | MUB | 11,932 | $1,284 | 03/31/2024 | DAVENPORT & Co LLC | 11,729 | $1,272 | 12/31/2023 | MUB | 11,729 | $1,272 | 12/31/2023 | Arkadios Wealth Advisors | 11,665 | $1,265 | 12/31/2023 | MUB | 11,665 | $1,265 | 12/31/2023 | Renasant Bank | 11,657 | $1,264 | 12/31/2023 | MUB | 11,657 | $1,264 | 12/31/2023 | Clearstead Advisors LLC | 11,610 | $1,259 | 12/31/2023 | MUB | 11,610 | $1,259 | 12/31/2023 | Pine Valley Investments Ltd Liability Co | 11,608 | $1,258 | 12/31/2023 | MUB | 11,608 | $1,258 | 12/31/2023 | Koshinski Asset Management Inc. | 11,419 | $1,238 | 12/31/2023 | MUB | 11,419 | $1,238 | 12/31/2023 | Spectrum Wealth Counsel LLC | 11,407 | $1,237 | 12/31/2023 | MUB | 11,407 | $1,237 | 12/31/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,381 | $1,234 | 12/31/2023 | MUB | 11,381 | $1,234 | 12/31/2023 | Verdence Capital Advisors LLC | 11,387 | $1,225 | 03/31/2024 | MUB | 11,387 | $1,225 | 03/31/2024 | Petra Financial Advisors Inc. | 11,310 | $1,219 | 03/31/2024 | MUB | 11,310 | $1,219 | 03/31/2024 | Gray Private Wealth LLC | 11,209 | $1,206 | 03/31/2024 | MUB | 11,209 | $1,206 | 03/31/2024 | Spire Wealth Management | 11,192 | $1,204 | 03/31/2024 | MUB | 11,192 | $1,204 | 03/31/2024 | Cooksen Wealth LLC | 11,174 | $1,202 | 03/31/2024 | MUB | 11,174 | $1,202 | 03/31/2024 | Roundview Capital LLC | 11,051 | $1,198 | 12/31/2023 | MUB | 11,051 | $1,198 | 12/31/2023 | Fairhaven Wealth Management LLC | 10,882 | $1,180 | 12/31/2023 | MUB | 10,882 | $1,180 | 12/31/2023 | LJI Wealth Management LLC | 10,853 | $1,177 | 12/31/2023 | MUB | 10,853 | $1,177 | 12/31/2023 | WCG Wealth Advisors LLC | 10,838 | $1,175 | 12/31/2023 | MUB | 10,838 | $1,175 | 12/31/2023 | Sax Wealth Advisors LLC | 10,809 | $1,172 | 12/31/2023 | MUB | 10,809 | $1,172 | 12/31/2023 | Wolverine Trading LLC | | $1,171 | 12/31/2023 | Put | 67,400 | $7,307 | 12/31/2023 | Call | 42,200 | $4,575 | 12/31/2023 | MUB | 36,006 | $3,903 | 12/31/2023 | Money Concepts Capital Corp | 10,757 | $1,166 | 12/31/2023 | MUB | 10,757 | $1,166 | 12/31/2023 | ARS Wealth Advisors Group LLC | 10,610 | $1,150 | 12/31/2023 | MUB | 10,610 | $1,150 | 12/31/2023 | NTV Asset Management LLC | 10,500 | $1,138 | 12/31/2023 | MUB | 10,500 | $1,138 | 12/31/2023 | Schechter Investment Advisors LLC | 10,496 | $1,138 | 12/31/2023 | MUB | 10,496 | $1,138 | 12/31/2023 | Cambridge Trust Co. | 10,480 | $1,136 | 12/31/2023 | MUB | 10,480 | $1,136 | 12/31/2023 | 4J Wealth Management LLC | 10,523 | $1,132 | 03/31/2024 | MUB | 10,523 | $1,132 | 03/31/2024 | Inscription Capital LLC | 10,561 | $1,129 | 03/31/2024 | MUB | 10,561 | $1,129 | 03/31/2024 | HBK Sorce Advisory LLC | 10,378 | $1,125 | 12/31/2023 | MUB | 10,378 | $1,125 | 12/31/2023 | Bridgeworth LLC | 10,375 | $1,125 | 12/31/2023 | MUB | 10,375 | $1,125 | 12/31/2023 | Forza Wealth Management LLC | 10,400 | $1,119 | 03/31/2024 | MUB | 10,400 | $1,119 | 03/31/2024 | KMG Fiduciary Partners LLC | 10,323 | $1,111 | 03/31/2024 | MUB | 10,323 | $1,111 | 03/31/2024 | PFG Advisors | 10,163 | $1,102 | 12/31/2023 | MUB | 10,163 | $1,102 | 12/31/2023 | Ameritas Advisory Services LLC | 10,185 | $1,102 | 12/31/2023 | MUB | 10,185 | $1,102 | 12/31/2023 | Stonehage Fleming Financial Services Holdings Ltd | 10,109 | $1,096 | 12/31/2023 | MUB | 10,109 | $1,096 | 12/31/2023 | Twele Capital Management Inc. | 10,155 | $1,093 | 03/31/2024 | MUB | 10,155 | $1,093 | 03/31/2024 | Petredis Investment Advisors LLC | 10,155 | $1,093 | 03/31/2024 | MUB | 10,155 | $1,093 | 03/31/2024 | Greenup Street Wealth Management LLC | 10,035 | $1,088 | 12/31/2023 | MUB | 10,035 | $1,088 | 12/31/2023 | Bristlecone Advisors LLC | 10,096 | $1,086 | 03/31/2024 | MUB | 10,096 | $1,086 | 03/31/2024 | Victory Capital Management Inc. | 10,000 | $1,084 | 12/31/2023 | MUB | 10,000 | $1,084 | 12/31/2023 | Hunter Associates Investment Management LLC | 10,000 | $1,084 | 12/31/2023 | MUB | 10,000 | $1,084 | 12/31/2023 | Nilsine Partners LLC | 10,013 | $1,077 | 03/31/2024 | MUB | 10,013 | $1,077 | 03/31/2024 | Webster Bank N. A. | 10,000 | $1,076 | 03/31/2024 | MUB | 10,000 | $1,076 | 03/31/2024 | United Bank | 9,917 | $1,075 | 12/31/2023 | MUB | 9,917 | $1,075 | 12/31/2023 | Accredited Investors Inc. | 9,773 | $1,059 | 12/31/2023 | MUB | 9,773 | $1,059 | 12/31/2023 | Apexium Financial LP | 9,825 | $1,057 | 03/31/2024 | MUB | 9,825 | $1,057 | 03/31/2024 | Bangor Savings Bank | 9,787 | $1,053 | 03/31/2024 | MUB | 9,787 | $1,053 | 03/31/2024 | Romano Brothers AND Company | 9,750 | $1,049 | 03/31/2024 | MUB | 9,750 | $1,049 | 03/31/2024 | CORDA Investment Management LLC. | 9,674 | $1,049 | 12/31/2023 | MUB | 9,674 | $1,049 | 12/31/2023 | Operose Advisors LLC | 9,678 | $1,049 | 12/31/2023 | MUB | 9,678 | $1,049 | 12/31/2023 | Aptus Capital Advisors LLC | 9,587 | $1,039 | 12/31/2023 | MUB | 9,587 | $1,039 | 12/31/2023 | Collective Family Office LLC | 9,651 | $1,038 | 03/31/2024 | MUB | 9,651 | $1,038 | 03/31/2024 | Bond & Devick Financial Network Inc. | 9,630 | $1,036 | 03/31/2024 | MUB | 9,630 | $1,036 | 03/31/2024 | RCS Financial Planning LLC | 9,578 | $1,031 | 03/31/2024 | MUB | 9,578 | $1,031 | 03/31/2024 | Belpointe Asset Management LLC | 9,495 | $1,029 | 12/31/2023 | MUB | 9,495 | $1,029 | 12/31/2023 | Prospera Financial Services Inc | 9,466 | $1,026 | 12/31/2023 | MUB | 9,466 | $1,026 | 12/31/2023 | Horan Securities Inc. | 9,446 | $1,024 | 12/31/2023 | MUB | 9,446 | $1,024 | 12/31/2023 | AlphaQ Advisors LLC | 9,430 | $1,022 | 12/31/2023 | MUB | 9,430 | $1,022 | 12/31/2023 | Canvas Wealth Advisors LLC | 9,537 | $1,014 | 03/31/2024 | MUB | 9,537 | $1,014 | 03/31/2024 | Toroso Investments LLC | 9,356 | $1,014 | 12/31/2023 | MUB | 9,356 | $1,014 | 12/31/2023 | Stonebrook Private Inc. | 9,337 | $1,012 | 12/31/2023 | MUB | 9,337 | $1,012 | 12/31/2023 | W.H. Cornerstone Investments Inc. | 9,323 | $1,011 | 12/31/2023 | MUB | 9,323 | $1,011 | 12/31/2023 | West Financial Advisors LLC | 9,354 | $1,006 | 03/31/2024 | MUB | 9,354 | $1,006 | 03/31/2024 | Conscious Wealth Investments LLC | 9,452 | $1,004 | 03/31/2024 | MUB | 9,452 | $1,004 | 03/31/2024 | Compass Financial Group Inc. | 9,232 | $1,001 | 12/31/2023 | MUB | 9,232 | $1,001 | 12/31/2023 | Concord Wealth Partners | 9,236 | $1,001 | 12/31/2023 | MUB | 9,236 | $1,001 | 12/31/2023 | Harbour Investments Inc. | 9,134 | $990 | 12/31/2023 | MUB | 9,134 | $990 | 12/31/2023 | Laurel Wealth Advisors LLC | 9,013 | $977 | 12/31/2023 | MUB | 9,013 | $977 | 12/31/2023 | Cadent Capital Advisors LLC | 8,983 | $967 | 03/31/2024 | MUB | 8,983 | $967 | 03/31/2024 | IFG Advisors LLC | 8,953 | $963 | 03/31/2024 | MUB | 8,953 | $963 | 03/31/2024 | Exchange Capital Management Inc. | 8,860 | $953 | 03/31/2024 | MUB | 8,860 | $953 | 03/31/2024 | IFG Advisory LLC | 8,785 | $952 | 12/31/2023 | MUB | 8,785 | $952 | 12/31/2023 | Everhart Financial Group Inc. | 8,757 | $949 | 12/31/2023 | MUB | 8,757 | $949 | 12/31/2023 | FF Advisors LLC | 8,806 | $948 | 03/31/2024 | MUB | 8,806 | $948 | 03/31/2024 | Sonata Capital Group Inc. | 8,749 | $948 | 12/31/2023 | MUB | 8,749 | $948 | 12/31/2023 | Vista Private Wealth Partners. LLC | 8,736 | $945 | 12/31/2023 | MUB | 8,736 | $945 | 12/31/2023 | Capstone Capital Wealth Advisors | 8,770 | $944 | 03/31/2024 | MUB | 8,770 | $944 | 03/31/2024 | Financial Freedom LLC | 8,760 | $943 | 03/31/2024 | MUB | 8,760 | $943 | 03/31/2024 | Wakefield Asset Management LLLP | 8,643 | $937 | 12/31/2023 | MUB | 8,643 | $937 | 12/31/2023 | Tompkins Financial Corp | 8,695 | $936 | 03/31/2024 | MUB | 8,695 | $936 | 03/31/2024 | Cahill Financial Advisors Inc. | 8,627 | $935 | 12/31/2023 | MUB | 8,627 | $935 | 12/31/2023 | Capital Advisors Ltd. LLC | 8,683 | $934 | 03/31/2024 | MUB | 8,683 | $934 | 03/31/2024 | Marshall Financial Group Inc. ADV | 8,598 | $932 | 12/31/2023 | MUB | 8,598 | $932 | 12/31/2023 | OLIO Financial Planning | 8,567 | $929 | 03/31/2024 | MUB | 8,567 | $929 | 03/31/2024 | Trust Co. of Virginia VA | 8,591 | $924 | 03/31/2024 | MUB | 8,591 | $924 | 03/31/2024 | W Advisors LLC | 8,589 | $924 | 03/31/2024 | MUB | 8,589 | $924 | 03/31/2024 | Foundations Investment Advisors LLC | 8,461 | $920 | 12/31/2023 | MUB | 8,461 | $920 | 12/31/2023 | Cherry Tree Wealth Management LLC | 8,463 | $917 | 12/31/2023 | MUB | 8,463 | $917 | 12/31/2023 | Braun Bostich & Associates Inc. | 8,453 | $916 | 12/31/2023 | MUB | 8,453 | $916 | 12/31/2023 | Eagle Strategies LLC | 8,473 | $912 | 03/31/2024 | MUB | 8,473 | $912 | 03/31/2024 | Pallas Capital Advisors LLC | 8,446 | $909 | 03/31/2024 | MUB | 8,446 | $909 | 03/31/2024 | Narus Financial Partners LLC | 8,441 | $908 | 03/31/2024 | MUB | 8,441 | $908 | 03/31/2024 | Sound View Wealth Advisors Group LLC | 8,378 | $908 | 12/31/2023 | MUB | 8,378 | $908 | 12/31/2023 | Paces Ferry Wealth Advisors LLC | 8,326 | $903 | 12/31/2023 | MUB | 8,326 | $903 | 12/31/2023 | Ballentine Capital Advisors Inc | 8,340 | $900 | 12/31/2023 | MUB | 8,340 | $900 | 12/31/2023 | Armstrong Advisory Group Inc. | 8,296 | $899 | 03/31/2024 | MUB | 8,296 | $899 | 03/31/2024 | AFG Fiduciary Services Limited Partnership | 8,396 | $898 | 03/31/2024 | MUB | 8,396 | $898 | 03/31/2024 | MEMBERS Trust Co | 8,319 | $895 | 03/31/2024 | MUB | 8,319 | $895 | 03/31/2024 | Lineweaver Wealth Advisors LLC | 8,259 | $895 | 12/31/2023 | MUB | 8,259 | $895 | 12/31/2023 | Highview Capital Management LLC DE | 8,311 | $894 | 03/31/2024 | MUB | 8,311 | $894 | 03/31/2024 | Eley Financial Management Inc | 8,220 | $891 | 12/31/2023 | MUB | 8,220 | $891 | 12/31/2023 | Beacon Bridge Wealth Partners LLC | 8,187 | $888 | 12/31/2023 | MUB | 8,187 | $888 | 12/31/2023 | Snowden Capital Advisors LLC | 8,183 | $887 | 12/31/2023 | MUB | 8,183 | $887 | 12/31/2023 | Traynor Capital Management Inc. | 8,225 | $885 | 03/31/2024 | MUB | 8,225 | $885 | 03/31/2024 | Noesis Capital Mangement Corp | 8,118 | $880 | 12/31/2023 | MUB | 8,118 | $880 | 12/31/2023 | Wealth Advisors of Iowa LLC | 8,090 | $877 | 12/31/2023 | MUB | 8,090 | $877 | 12/31/2023 | HTLF Bank | 8,124 | $874 | 03/31/2024 | MUB | 8,124 | $874 | 03/31/2024 | Connable Office Inc. | 8,046 | $872 | 12/31/2023 | MUB | 8,046 | $872 | 12/31/2023 | Idaho Trust Bank | 8,037 | $871 | 12/31/2023 | MUB | 8,037 | $871 | 12/31/2023 | Brown Brothers Harriman & Co. | 7,968 | $864 | 12/31/2023 | MUB | 7,968 | $864 | 12/31/2023 | Wiley BROS. Aintree Capital LLC | 8,015 | $862 | 03/31/2024 | MUB | 8,015 | $862 | 03/31/2024 | Ashton Thomas Private Wealth LLC | 7,958 | $856 | 03/31/2024 | MUB | 7,958 | $856 | 03/31/2024 | Merit Financial Group LLC | 7,868 | $853 | 12/31/2023 | MUB | 7,868 | $853 | 12/31/2023 | Bigelow Investment Advisors LLC | 7,818 | $848 | 12/31/2023 | MUB | 7,818 | $848 | 12/31/2023 | Regis Acquisition Inc. | 7,826 | $848 | 12/31/2023 | MUB | 7,826 | $848 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 7,860 | $846 | 03/31/2024 | MUB | 7,860 | $846 | 03/31/2024 | Midwest Financial Group LLC | 7,863 | $846 | 03/31/2024 | MUB | 7,863 | $846 | 03/31/2024 | O Dell Group LLC | 7,797 | $845 | 12/31/2023 | MUB | 7,797 | $845 | 12/31/2023 | Strategic Family Wealth Counselors L.L.C. | 7,789 | $844 | 12/31/2023 | MUB | 7,789 | $844 | 12/31/2023 | Treynor Bancshares Inc. | 7,746 | $840 | 12/31/2023 | MUB | 7,746 | $840 | 12/31/2023 | GEM Asset Management LLC | 7,718 | $837 | 12/31/2023 | MUB | 7,718 | $837 | 12/31/2023 | Sigma Investment Counselors Inc. | 7,773 | $836 | 03/31/2024 | MUB | 7,773 | $836 | 03/31/2024 | Rogco LP | 7,642 | $828 | 12/31/2023 | MUB | 7,642 | $828 | 12/31/2023 | Country Club Bank GFN | 7,635 | $822 | 03/31/2024 | MUB | 7,635 | $822 | 03/31/2024 | PFG Investments LLC | 7,642 | $822 | 03/31/2024 | MUB | 7,642 | $822 | 03/31/2024 | Keel Point LLC | 7,594 | $817 | 03/31/2024 | MUB | 7,594 | $817 | 03/31/2024 | Certified Advisory Corp | 7,538 | $817 | 12/31/2023 | MUB | 7,538 | $817 | 12/31/2023 | Glenview Trust Co | 7,528 | $816 | 12/31/2023 | MUB | 7,528 | $816 | 12/31/2023 | Cornerstone Investment Partners LLC | 7,514 | $815 | 12/31/2023 | MUB | 7,514 | $815 | 12/31/2023 | Wedbush Securities Inc. | 7,505 | $814 | 12/31/2023 | MUB | 7,505 | $814 | 12/31/2023 | Smith Salley & Associates | 7,419 | $804 | 12/31/2023 | MUB | 7,419 | $804 | 12/31/2023 | Fidelity D & D Bancorp Inc. | 7,446 | $801 | 03/31/2024 | MUB | 7,446 | $801 | 03/31/2024 | CoreCap Advisors LLC | 7,382 | $800 | 12/31/2023 | MUB | 7,382 | $800 | 12/31/2023 | Tennessee Valley Asset Management Partners | 7,417 | $798 | 03/31/2024 | MUB | 7,417 | $798 | 03/31/2024 | Chatham Capital Group Inc. | 7,410 | $797 | 03/31/2024 | MUB | 7,410 | $797 | 03/31/2024 | Swmg LLC | 7,355 | $797 | 12/31/2023 | MUB | 7,355 | $797 | 12/31/2023 | High Net Worth Advisory Group LLC | 7,384 | $795 | 03/31/2024 | MUB | 7,384 | $795 | 03/31/2024 | Aspire Private Capital LLC | 7,337 | $789 | 03/31/2024 | MUB | 7,337 | $789 | 03/31/2024 | Lion Street Advisors LLC | 7,279 | $789 | 03/31/2024 | MUB | 7,279 | $789 | 03/31/2024 | Veracity Capital LLC | 7,329 | $789 | 03/31/2024 | MUB | 7,329 | $789 | 03/31/2024 | Capital Wealth Alliance LLC | 7,237 | $785 | 12/31/2023 | MUB | 7,237 | $785 | 12/31/2023 | EverSource Wealth Advisors LLC | 7,193 | $780 | 12/31/2023 | MUB | 7,193 | $780 | 12/31/2023 | Wealth Alliance Advisory Group LLC | 7,243 | $779 | 03/31/2024 | MUB | 7,243 | $779 | 03/31/2024 | Alta Wealth Advisors LLC | 7,184 | $779 | 12/31/2023 | MUB | 7,184 | $779 | 12/31/2023 | Smith Anglin Financial LLC | 7,212 | $776 | 03/31/2024 | MUB | 7,212 | $776 | 03/31/2024 | Diligent Investors LLC | 7,149 | $775 | 12/31/2023 | MUB | 7,149 | $775 | 12/31/2023 | Truepoint Inc. | 7,103 | $770 | 12/31/2023 | MUB | 7,103 | $770 | 12/31/2023 | Investments & Financial Planning LLC | 7,087 | $768 | 12/31/2023 | MUB | 7,087 | $768 | 12/31/2023 | Paul Damon & Associates Inc. | 7,125 | $767 | 03/31/2024 | MUB | 7,125 | $767 | 03/31/2024 | Lansing Street Advisors | 7,070 | $766 | 12/31/2023 | MUB | 7,070 | $766 | 12/31/2023 | American Financial Advisors LLC | 7,088 | $763 | 03/31/2024 | MUB | 7,088 | $763 | 03/31/2024 | Summit Financial Wealth Advisors LLC | 6,982 | $757 | 12/31/2023 | MUB | 6,982 | $757 | 12/31/2023 | CFO4Life Group LLC | 6,971 | $756 | 12/31/2023 | MUB | 6,971 | $756 | 12/31/2023 | Rossmore Private Capital | 6,945 | $753 | 12/31/2023 | MUB | 6,945 | $753 | 12/31/2023 | Patriot Financial Group Insurance Agency LLC | 6,940 | $752 | 12/31/2023 | MUB | 6,940 | $752 | 12/31/2023 | Derbend Asset Management | 6,936 | $752 | 12/31/2023 | MUB | 6,936 | $752 | 12/31/2023 | Essex Savings Bank | 6,903 | $748 | 03/31/2024 | MUB | 6,903 | $748 | 03/31/2024 | Perfromance Wealth Partners LLC | 6,842 | $742 | 12/31/2023 | MUB | 6,842 | $742 | 12/31/2023 | ASB Consultores LLC | 6,750 | $732 | 12/31/2023 | MUB | 6,750 | $732 | 12/31/2023 | Oarsman Capital Inc. | 6,740 | $731 | 12/31/2023 | MUB | 6,740 | $731 | 12/31/2023 | Argent Trust Co | 6,746 | $731 | 12/31/2023 | MUB | 6,746 | $731 | 12/31/2023 | First Trust Advisors LP | 6,732 | $730 | 12/31/2023 | MUB | 6,732 | $730 | 12/31/2023 | Patron Partners Advisors LLC | 6,694 | $726 | 12/31/2023 | MUB | 6,694 | $726 | 12/31/2023 | Allen Capital Group LLC | 6,696 | $720 | 03/31/2024 | MUB | 6,696 | $720 | 03/31/2024 | Maple Capital Management Inc. | 6,601 | $716 | 12/31/2023 | MUB | 6,601 | $716 | 12/31/2023 | Engrave Wealth Partners LLC | 6,603 | $716 | 12/31/2023 | MUB | 6,603 | $716 | 12/31/2023 | New Potomac Partners LLC | 6,580 | $713 | 12/31/2023 | MUB | 6,580 | $713 | 12/31/2023 | Financial Sense Advisors Inc. | 6,608 | $711 | 03/31/2024 | MUB | 6,608 | $711 | 03/31/2024 | SeaCrest Wealth Management LLC | 6,502 | $700 | 03/31/2024 | MUB | 6,502 | $700 | 03/31/2024 | Private Client Services LLC | 6,409 | $695 | 12/31/2023 | MUB | 6,409 | $695 | 12/31/2023 | DAGCO Inc. | 6,404 | $694 | 12/31/2023 | MUB | 6,404 | $694 | 12/31/2023 | Dynamic Wealth Strategies LLC | 6,404 | $694 | 12/31/2023 | MUB | 6,404 | $694 | 12/31/2023 | Westshore Wealth LLC | 6,396 | $693 | 12/31/2023 | MUB | 6,396 | $693 | 12/31/2023 | Good Life Advisors LLC | 6,387 | $692 | 12/31/2023 | MUB | 6,387 | $692 | 12/31/2023 | Graybill Bartz & Assoc Ltd. | 6,422 | $691 | 03/31/2024 | MUB | 6,422 | $691 | 03/31/2024 | jvl associates llc | 6,395 | $688 | 03/31/2024 | MUB | 6,395 | $688 | 03/31/2024 | Shotwell Rutter Baer Inc | 6,421 | $686 | 03/31/2024 | MUB | 6,421 | $686 | 03/31/2024 | Pinnacle Wealth Management Advisory Group LLC | 6,314 | $685 | 12/31/2023 | MUB | 6,314 | $685 | 12/31/2023 | Grandfield & Dodd LLC | 6,312 | $684 | 12/31/2023 | MUB | 6,312 | $684 | 12/31/2023 | Claro Advisors LLC | 6,333 | $681 | 03/31/2024 | MUB | 6,333 | $681 | 03/31/2024 | Navalign LLC | 6,314 | $679 | 03/31/2024 | MUB | 6,314 | $679 | 03/31/2024 | Cedar Brook Financial Partners LLC | 6,262 | $674 | 03/31/2024 | MUB | 6,262 | $674 | 03/31/2024 | Roffman Miller Associates Inc. PA | 6,205 | $673 | 12/31/2023 | MUB | 6,205 | $673 | 12/31/2023 | Strategic Investment Advisors MI | 6,243 | $672 | 03/31/2024 | MUB | 6,243 | $672 | 03/31/2024 | Ehrlich Financial Group | 6,192 | $666 | 03/31/2024 | MUB | 6,192 | $666 | 03/31/2024 | TFB Advisors LLC | 6,147 | $666 | 12/31/2023 | MUB | 6,147 | $666 | 12/31/2023 | 1ST Source Bank | 6,125 | $664 | 12/31/2023 | MUB | 6,125 | $664 | 12/31/2023 | Journey Strategic Wealth LLC | 6,103 | $662 | 12/31/2023 | MUB | 6,103 | $662 | 12/31/2023 | Private Capital Management LLC | 6,117 | $658 | 03/31/2024 | MUB | 6,117 | $658 | 03/31/2024 | Beta Wealth Group Inc. | 6,066 | $658 | 12/31/2023 | MUB | 6,066 | $658 | 12/31/2023 | Pinnacle Wealth Planning Services Inc. | 6,053 | $656 | 12/31/2023 | MUB | 6,053 | $656 | 12/31/2023 | Cooper Financial Group | 6,040 | $650 | 03/31/2024 | MUB | 6,040 | $650 | 03/31/2024 | GeoWealth Management LLC | 6,003 | $650 | 12/31/2023 | MUB | 6,003 | $650 | 12/31/2023 | PrairieView Partners LLC | 5,987 | $649 | 12/31/2023 | MUB | 5,987 | $649 | 12/31/2023 | Horan Capital Advisors LLC. | 5,967 | $647 | 12/31/2023 | MUB | 5,967 | $647 | 12/31/2023 | Francis Financial Inc. | 5,931 | $638 | 03/31/2024 | MUB | 5,931 | $638 | 03/31/2024 | Appleton Partners Inc. MA | 5,913 | $636 | 03/31/2024 | MUB | 5,913 | $636 | 03/31/2024 | Integris Wealth Management LLC | 5,845 | $634 | 12/31/2023 | MUB | 5,845 | $634 | 12/31/2023 | Magnus Financial Group LLC | 5,826 | $632 | 12/31/2023 | MUB | 5,826 | $632 | 12/31/2023 | Wescott Financial Advisory Group LLC | 5,825 | $632 | 12/31/2023 | MUB | 5,825 | $632 | 12/31/2023 | Charter Oak Capital Management LLC | 5,857 | $630 | 03/31/2024 | MUB | 5,857 | $630 | 03/31/2024 | Able Wealth Management LLC | 5,814 | $630 | 12/31/2023 | MUB | 5,814 | $630 | 12/31/2023 | Fortis Capital Management LLC | 5,756 | $624 | 12/31/2023 | MUB | 5,756 | $624 | 12/31/2023 | First Affirmative Financial Network | 5,775 | $621 | 03/31/2024 | MUB | 5,775 | $621 | 03/31/2024 | Redhawk Wealth Advisors Inc. | 5,706 | $619 | 12/31/2023 | MUB | 5,706 | $619 | 12/31/2023 | Union Savings Bank | 5,679 | $616 | 12/31/2023 | MUB | 5,679 | $616 | 12/31/2023 | Wetherby Asset Management Inc. | 5,653 | $613 | 12/31/2023 | MUB | 5,653 | $613 | 12/31/2023 | Tradition Wealth Management LLC | 5,639 | $611 | 12/31/2023 | MUB | 5,639 | $611 | 12/31/2023 | Flaharty Asset Management LLC | 5,608 | $608 | 12/31/2023 | MUB | 5,608 | $608 | 12/31/2023 | American National Bank & Trust Co. VA | 5,639 | $607 | 03/31/2024 | MUB | 5,639 | $607 | 03/31/2024 | TRUE Private Wealth Advisors | 5,633 | $606 | 03/31/2024 | MUB | 5,633 | $606 | 03/31/2024 | Altiora Financial Group LLC | 5,628 | $606 | 03/31/2024 | MUB | 5,628 | $606 | 03/31/2024 | Vertex Planning Partners LLC | 5,589 | $606 | 12/31/2023 | MUB | 5,589 | $606 | 12/31/2023 | Flagship Private Wealth LLC | 5,583 | $605 | 12/31/2023 | MUB | 5,583 | $605 | 12/31/2023 | Evanson Asset Management LLC | 5,602 | $603 | 03/31/2024 | MUB | 5,602 | $603 | 03/31/2024 | BIP Wealth LLC | 5,558 | $603 | 12/31/2023 | MUB | 5,558 | $603 | 12/31/2023 | EPG Wealth Management LLC | 5,611 | $603 | 12/31/2023 | MUB | 5,611 | $603 | 12/31/2023 | Wealth Alliance | 5,549 | $602 | 12/31/2023 | MUB | 5,549 | $602 | 12/31/2023 | Values Added Financial LLC | 5,583 | $601 | 03/31/2024 | MUB | 5,583 | $601 | 03/31/2024 | Atomi Financial Group Inc. | 5,487 | $595 | 12/31/2023 | MUB | 5,487 | $595 | 12/31/2023 | Certus Wealth Management LLC | 5,484 | $595 | 12/31/2023 | MUB | 5,484 | $595 | 12/31/2023 | Linscomb & Williams Inc. | 5,480 | $594 | 12/31/2023 | MUB | 5,480 | $594 | 12/31/2023 | Pillar Wealth Advisors LLC | 5,479 | $594 | 12/31/2023 | MUB | 5,479 | $594 | 12/31/2023 | Main Street Financial Solutions LLC | 5,492 | $591 | 03/31/2024 | MUB | 5,492 | $591 | 03/31/2024 | Davidson Trust Co. | 5,450 | $591 | 12/31/2023 | MUB | 5,450 | $591 | 12/31/2023 | KFA Private Wealth Group LLC | 5,451 | $591 | 12/31/2023 | MUB | 5,451 | $591 | 12/31/2023 | Kingswood Wealth Advisors LLC | 5,483 | $590 | 03/31/2024 | MUB | 5,483 | $590 | 03/31/2024 | Williams & Novak LLC | 5,417 | $587 | 03/31/2024 | MUB | 5,417 | $587 | 03/31/2024 | First Financial Bankshares Inc | 5,371 | $582 | 12/31/2023 | MUB | 5,371 | $582 | 12/31/2023 | Signature Estate & Investment Advisors LLC | 5,342 | $579 | 12/31/2023 | MUB | 5,342 | $579 | 12/31/2023 | Copperleaf Capital LLC | 5,344 | $579 | 12/31/2023 | MUB | 5,344 | $579 | 12/31/2023 | Baron Financial Group LLC | 5,310 | $576 | 12/31/2023 | MUB | 5,310 | $576 | 12/31/2023 | Paragon Capital Management Ltd | 5,266 | $567 | 03/31/2024 | MUB | 5,266 | $567 | 03/31/2024 | Firethorn Wealth Partners LLC | 5,271 | $567 | 03/31/2024 | MUB | 5,271 | $567 | 03/31/2024 | Independence Bank of Kentucky | 5,246 | $564 | 03/31/2024 | MUB | 5,246 | $564 | 03/31/2024 | Heritage Financial Services LLC | 5,190 | $563 | 12/31/2023 | MUB | 5,190 | $563 | 12/31/2023 | GLOBALT Investments LLC GA | 5,180 | $562 | 12/31/2023 | MUB | 5,180 | $562 | 12/31/2023 | Hardy Reed LLC | 5,100 | $553 | 12/31/2023 | MUB | 5,100 | $553 | 12/31/2023 | 9258 Wealth Management LLC | 5,081 | $551 | 12/31/2023 | MUB | 5,081 | $551 | 12/31/2023 | United Advisor Group LLC | 5,074 | $551 | 12/31/2023 | MUB | 5,074 | $551 | 12/31/2023 | Lee Financial Co | 5,055 | $548 | 12/31/2023 | MUB | 5,055 | $548 | 12/31/2023 | Argonautica Private Wealth Management Inc. | 5,053 | $548 | 12/31/2023 | MUB | 5,053 | $548 | 12/31/2023 | NBC Securities Inc. | 5,067 | $545 | 03/31/2024 | MUB | 5,067 | $545 | 03/31/2024 | BKA Wealth Consulting Inc. | 5,065 | $545 | 03/31/2024 | MUB | 5,065 | $545 | 03/31/2024 | B.O.S.S. Retirement Advisors LLC | 5,024 | $545 | 12/31/2023 | MUB | 5,024 | $545 | 12/31/2023 | Monetary Management Group Inc. | 5,000 | $542 | 12/31/2023 | MUB | 5,000 | $542 | 12/31/2023 | Mount Lucas Management LP | 4,991 | $541 | 12/31/2023 | MUB | 4,991 | $541 | 12/31/2023 | Aries Wealth Management | 4,980 | $540 | 12/31/2023 | MUB | 4,980 | $540 | 12/31/2023 | Godshalk Welsh Capital Management Inc. | 4,975 | $539 | 12/31/2023 | MUB | 4,975 | $539 | 12/31/2023 | Redwood Investment Management LLC | 4,976 | $539 | 12/31/2023 | MUB | 4,976 | $539 | 12/31/2023 | Hummer Financial Advisory Services Inc | 5,000 | $538 | 03/31/2024 | MUB | 5,000 | $538 | 03/31/2024 | Invst LLC | 4,964 | $535 | 12/31/2023 | MUB | 4,964 | $535 | 12/31/2023 | TCP Asset Management LLC | 4,960 | $534 | 03/31/2024 | MUB | 4,960 | $534 | 03/31/2024 | Tritonpoint Wealth LLC | 4,966 | $534 | 03/31/2024 | MUB | 4,966 | $534 | 03/31/2024 | Evolution Wealth Advisors LLC | 4,947 | $532 | 03/31/2024 | MUB | 4,947 | $532 | 03/31/2024 | Macroview Investment Management LLC | 4,857 | $527 | 12/31/2023 | MUB | 4,857 | $527 | 12/31/2023 | Neuberger Berman Group LLC | 4,855 | $526 | 12/31/2023 | MUB | 4,855 | $526 | 12/31/2023 | Parkside Financial Bank & Trust | 4,809 | $521 | 12/31/2023 | MUB | 4,809 | $521 | 12/31/2023 | Titleist Asset Management LLC | 4,809 | $521 | 12/31/2023 | MUB | 4,809 | $521 | 12/31/2023 | Sandbox Financial Partners LLC | 4,786 | $515 | 03/31/2024 | MUB | 4,786 | $515 | 03/31/2024 | Green Harvest Asset Management LLC | 4,746 | $515 | 12/31/2023 | MUB | 4,746 | $515 | 12/31/2023 | ESG Planning | 4,754 | $515 | 12/31/2023 | MUB | 4,754 | $515 | 12/31/2023 | Boyd Wealth Management LLC | 4,776 | $514 | 03/31/2024 | MUB | 4,776 | $514 | 03/31/2024 | Red Wave Investments LLC | 4,743 | $514 | 12/31/2023 | MUB | 4,743 | $514 | 12/31/2023 | Smith Moore & CO. | 4,735 | $513 | 12/31/2023 | MUB | 4,735 | $513 | 12/31/2023 | Parcion Private Wealth LLC | 4,756 | $512 | 03/31/2024 | MUB | 4,756 | $512 | 03/31/2024 | Innova Wealth Partners | 4,719 | $512 | 12/31/2023 | MUB | 4,719 | $512 | 12/31/2023 | Evercore Wealth Management LLC | 4,702 | $510 | 12/31/2023 | MUB | 4,702 | $510 | 12/31/2023 | Gould Asset Management LLC CA | 4,675 | $507 | 12/31/2023 | MUB | 4,675 | $507 | 12/31/2023 | Two Sigma Securities LLC | 4,609 | $500 | 12/31/2023 | MUB | 4,609 | $500 | 12/31/2023 | Gallacher Capital Management LLC | 4,599 | $499 | 12/31/2023 | MUB | 4,599 | $499 | 12/31/2023 | Ellenbecker Investment Group | 4,618 | $497 | 03/31/2024 | MUB | 4,618 | $497 | 03/31/2024 | Providence First Trust Co | 4,550 | $493 | 12/31/2023 | MUB | 4,550 | $493 | 12/31/2023 | Tudor Investment Corp Et Al | 4,492 | $487 | 12/31/2023 | MUB | 4,492 | $487 | 12/31/2023 | HMS Capital Management LLC | 4,515 | $486 | 03/31/2024 | MUB | 4,515 | $486 | 03/31/2024 | Presidio Capital Management LLC | 4,496 | $484 | 03/31/2024 | MUB | 4,496 | $484 | 03/31/2024 | Erickson Financial Group LLC | 4,462 | $484 | 12/31/2023 | MUB | 4,462 | $484 | 12/31/2023 | Integrated Investment Consultants LLC | 4,491 | $483 | 03/31/2024 | MUB | 4,491 | $483 | 03/31/2024 | West Coast Financial LLC | 4,460 | $480 | 03/31/2024 | MUB | 4,460 | $480 | 03/31/2024 | Arrowroot Family Office LLC | 4,410 | $478 | 12/31/2023 | MUB | 4,410 | $478 | 12/31/2023 | Round Rock Advisors LLC | 4,430 | $477 | 03/31/2024 | MUB | 4,430 | $477 | 03/31/2024 | Vista Wealth Management Group LLC | 4,380 | $475 | 12/31/2023 | MUB | 4,380 | $475 | 12/31/2023 | Bray Capital Advisors | 4,300 | $466 | 12/31/2023 | MUB | 4,300 | $466 | 12/31/2023 | FOCUS Wealth Advisors LLC | 4,313 | $464 | 03/31/2024 | MUB | 4,313 | $464 | 03/31/2024 | Advisor Resource Council | 4,261 | $462 | 03/31/2024 | MUB | 4,261 | $462 | 03/31/2024 | Dividend Assets Capital LLC | 4,266 | $462 | 12/31/2023 | MUB | 4,266 | $462 | 12/31/2023 | Northwest Financial Advisors | 4,261 | $462 | 12/31/2023 | MUB | 4,261 | $462 | 12/31/2023 | Ellis Investment Partners LLC | 4,286 | $461 | 03/31/2024 | MUB | 4,286 | $461 | 03/31/2024 | Empower Advisory Group LLC | 4,245 | $460 | 12/31/2023 | MUB | 4,245 | $460 | 12/31/2023 | Eagle Wealth Strategies LLC | 4,289 | $459 | 03/31/2024 | MUB | 4,289 | $459 | 03/31/2024 | Flagstone Financial Management | 4,238 | $459 | 12/31/2023 | MUB | 4,238 | $459 | 12/31/2023 | Modern Wealth Management LLC | 4,171 | $452 | 12/31/2023 | MUB | 4,171 | $452 | 12/31/2023 | FFT Wealth Management LLC | 4,126 | $447 | 12/31/2023 | MUB | 4,126 | $447 | 12/31/2023 | Hills Bank & Trust Co | 4,111 | $446 | 12/31/2023 | MUB | 4,111 | $446 | 12/31/2023 | Palumbo Wealth Management LLC | 4,135 | $445 | 03/31/2024 | MUB | 4,135 | $445 | 03/31/2024 | Winthrop Advisory Group LLC | 4,123 | $444 | 03/31/2024 | MUB | 4,123 | $444 | 03/31/2024 | Sutton Place Investors LLC | 4,126 | $444 | 03/31/2024 | MUB | 4,126 | $444 | 03/31/2024 | Wheelhouse Advisory Group LLC | 4,128 | $444 | 03/31/2024 | MUB | 4,128 | $444 | 03/31/2024 | Apollon Financial LLC | 4,071 | $441 | 12/31/2023 | MUB | 4,071 | $441 | 12/31/2023 | Shared Vision Wealth Group LLC | 4,056 | $440 | 12/31/2023 | MUB | 4,056 | $440 | 12/31/2023 | Elevate Wealth Advisory Inc. | 4,061 | $440 | 12/31/2023 | MUB | 4,061 | $440 | 12/31/2023 | FDx Advisors Inc. | 4,019 | $436 | 12/31/2023 | MUB | 4,019 | $436 | 12/31/2023 | Transcend Wealth Collective LLC | 4,016 | $435 | 12/31/2023 | MUB | 4,016 | $435 | 12/31/2023 | Diversified LLC | 4,005 | $434 | 12/31/2023 | MUB | 4,005 | $434 | 12/31/2023 | ACT Wealth Management LLC | 4,026 | $433 | 03/31/2024 | MUB | 4,026 | $433 | 03/31/2024 | Stablepoint Partners LLC | 4,025 | $433 | 03/31/2024 | MUB | 4,025 | $433 | 03/31/2024 | Ballast Advisors LLC | 3,990 | $433 | 12/31/2023 | MUB | 3,990 | $433 | 12/31/2023 | Zacks Investment Management | 3,980 | $431 | 12/31/2023 | MUB | 3,980 | $431 | 12/31/2023 | Willis Johnson & Associates Inc. | 3,996 | $430 | 03/31/2024 | MUB | 3,996 | $430 | 03/31/2024 | Gallagher Fiduciary Advisors LLC | 3,963 | $430 | 12/31/2023 | MUB | 3,963 | $430 | 12/31/2023 | Addison Advisors LLC | 3,969 | $430 | 12/31/2023 | MUB | 3,969 | $430 | 12/31/2023 | Windham Capital Management LLC | 3,950 | $428 | 12/31/2023 | MUB | 3,950 | $428 | 12/31/2023 | Institutional & Family Asset Management LLC | 3,952 | $428 | 12/31/2023 | MUB | 3,952 | $428 | 12/31/2023 | Cyndeo Wealth Partners LLC | 3,966 | $427 | 03/31/2024 | MUB | 3,966 | $427 | 03/31/2024 | Midwest Professional Planners LTD. | 3,939 | $427 | 12/31/2023 | MUB | 3,939 | $427 | 12/31/2023 | NCM Capital Management LLC | 3,899 | $423 | 12/31/2023 | MUB | 3,899 | $423 | 12/31/2023 | Frontier Asset Management LLC | 3,906 | $423 | 12/31/2023 | MUB | 3,906 | $423 | 12/31/2023 | Altus Wealth Management LLC | 3,885 | $418 | 03/31/2024 | MUB | 3,885 | $418 | 03/31/2024 | Ethos Financial Group LLC | 3,845 | $417 | 12/31/2023 | MUB | 3,845 | $417 | 12/31/2023 | Hexagon Capital Partners LLC | 3,870 | $416 | 03/31/2024 | MUB | 3,870 | $416 | 03/31/2024 | Bell Investment Advisors Inc | 3,831 | $415 | 12/31/2023 | MUB | 3,831 | $415 | 12/31/2023 | Riverwater Partners LLC | 3,845 | $414 | 03/31/2024 | MUB | 3,845 | $414 | 03/31/2024 | Regis Management CO LLC | 3,800 | $409 | 03/31/2024 | MUB | 3,800 | $409 | 03/31/2024 | Cozad Asset Management Inc. | 3,765 | $408 | 12/31/2023 | MUB | 3,765 | $408 | 12/31/2023 | Coastal Investment Advisors Inc. | 3,783 | $407 | 03/31/2024 | MUB | 3,783 | $407 | 03/31/2024 | Ronald Blue Trust Inc. | 3,950 | $405 | 12/31/2023 | MUB | 3,950 | $405 | 12/31/2023 | Northwest Wealth Management LLC | 3,729 | $404 | 12/31/2023 | MUB | 3,729 | $404 | 12/31/2023 | Eqis Capital Management Inc. | 3,669 | $398 | 12/31/2023 | MUB | 3,669 | $398 | 12/31/2023 | Avaii Wealth Management LLC | 3,651 | $396 | 12/31/2023 | MUB | 3,651 | $396 | 12/31/2023 | Lakeshore Financial Planning Inc. | 3,637 | $394 | 12/31/2023 | MUB | 3,637 | $394 | 12/31/2023 | Vaughan Nelson Investment Management L.P. | 3,650 | $393 | 03/31/2024 | MUB | 3,650 | $393 | 03/31/2024 | Hilltop Wealth Advisors LLC | 3,657 | $393 | 03/31/2024 | MUB | 3,657 | $393 | 03/31/2024 | International Assets Investment Management LLC | 3,657 | $391 | 03/31/2024 | MUB | 3,657 | $391 | 03/31/2024 | Andrew Hill Investment Advisors Inc. | 3,583 | $388 | 12/31/2023 | MUB | 3,583 | $388 | 12/31/2023 | Edgemoor Investment Advisors Inc. | 3,560 | $386 | 12/31/2023 | MUB | 3,560 | $386 | 12/31/2023 | Charter Trust Co. | 3,567 | $384 | 03/31/2024 | MUB | 3,567 | $384 | 03/31/2024 | Vanguard Group Inc. | 3,546 | $384 | 12/31/2023 | MUB | 3,546 | $384 | 12/31/2023 | Collaborative Wealth Managment Inc. | 3,535 | $383 | 12/31/2023 | MUB | 3,535 | $383 | 12/31/2023 | Relyea Zuckerberg Hanson LLC | 3,552 | $382 | 03/31/2024 | MUB | 3,552 | $382 | 03/31/2024 | One Degree Advisors Inc | 3,561 | $382 | 12/31/2023 | MUB | 3,561 | $382 | 12/31/2023 | Little House Capital LLC | 3,538 | $381 | 03/31/2024 | MUB | 3,538 | $381 | 03/31/2024 | Atlas Brown Inc. | 3,530 | $380 | 03/31/2024 | MUB | 3,530 | $380 | 03/31/2024 | Tyche Wealth Partners LLC | 3,530 | $380 | 03/31/2024 | MUB | 3,530 | $380 | 03/31/2024 | First Citizens Financial Corp | 3,493 | $379 | 12/31/2023 | MUB | 3,493 | $379 | 12/31/2023 | Lyell Wealth Management LP | 3,485 | $378 | 12/31/2023 | MUB | 3,485 | $378 | 12/31/2023 | Chemistry Wealth Management LLC | 3,490 | $376 | 03/31/2024 | MUB | 3,490 | $376 | 03/31/2024 | Whitcomb & Hess Inc. | 3,475 | $374 | 03/31/2024 | MUB | 3,475 | $374 | 03/31/2024 | Shepherd Financial Partners LLC | 3,408 | $367 | 03/31/2024 | MUB | 3,408 | $367 | 03/31/2024 | WealthPLAN Partners LLC | 3,375 | $366 | 12/31/2023 | MUB | 3,375 | $366 | 12/31/2023 | Evensky & Katz LLC | 3,389 | $365 | 03/31/2024 | MUB | 3,389 | $365 | 03/31/2024 | Gladstone Institutional Advisory LLC | 3,361 | $364 | 12/31/2023 | MUB | 3,361 | $364 | 12/31/2023 | Spotlight Asset Group Inc. | 3,545 | $364 | 12/31/2023 | MUB | 3,545 | $364 | 12/31/2023 | ERTS Wealth Advisors LLC | 3,377 | $363 | 03/31/2024 | MUB | 3,377 | $363 | 03/31/2024 | Signal Advisors Wealth LLC | 3,378 | $363 | 03/31/2024 | MUB | 3,378 | $363 | 03/31/2024 | Objective Capital Management LLC | 3,350 | $363 | 12/31/2023 | MUB | 3,350 | $363 | 12/31/2023 | Trexquant Investment LP | 3,337 | $362 | 12/31/2023 | MUB | 3,337 | $362 | 12/31/2023 | PAX Financial Group LLC | 3,360 | $362 | 12/31/2023 | MUB | 3,360 | $362 | 12/31/2023 | Traverso Chambers Private Wealth Management LLC | 3,285 | $356 | 12/31/2023 | MUB | 3,285 | $356 | 12/31/2023 | Tenret Co LLC | 3,267 | $352 | 03/31/2024 | MUB | 3,267 | $352 | 03/31/2024 | Warren Street Wealth Advisors LLC | 3,243 | $352 | 12/31/2023 | MUB | 3,243 | $352 | 12/31/2023 | ETF Portfolio Partners Inc. | 3,221 | $349 | 12/31/2023 | MUB | 3,221 | $349 | 12/31/2023 | BSW Wealth Partners | 3,215 | $346 | 03/31/2024 | MUB | 3,215 | $346 | 03/31/2024 | Long Island Wealth Management Inc. | 3,193 | $346 | 12/31/2023 | MUB | 3,193 | $346 | 12/31/2023 | OneAscent Financial Services LLC | 3,207 | $345 | 03/31/2024 | MUB | 3,207 | $345 | 03/31/2024 | Bare Financial Services Inc | 3,184 | $345 | 12/31/2023 | MUB | 3,184 | $345 | 12/31/2023 | TrinityPoint Wealth LLC | 3,171 | $344 | 12/31/2023 | MUB | 3,171 | $344 | 12/31/2023 | Enterprise Bank & Trust Co | 3,186 | $343 | 03/31/2024 | MUB | 3,186 | $343 | 03/31/2024 | Executive Wealth Management LLC | 3,135 | $340 | 12/31/2023 | MUB | 3,135 | $340 | 12/31/2023 | Forum Private Client Group LLC | 3,121 | $338 | 12/31/2023 | MUB | 3,121 | $338 | 12/31/2023 | FLC Capital Advisors | 3,112 | $337 | 12/31/2023 | MUB | 3,112 | $337 | 12/31/2023 | Evoke Wealth LLC | 3,100 | $336 | 12/31/2023 | MUB | 3,100 | $336 | 12/31/2023 | Clear Creek Financial Management LLC | 3,092 | $333 | 03/31/2024 | MUB | 3,092 | $333 | 03/31/2024 | WASHINGTON TRUST Co | 3,081 | $332 | 03/31/2024 | MUB | 3,081 | $332 | 03/31/2024 | Advocacy Wealth Management Services LLC | 3,086 | $332 | 03/31/2024 | MUB | 3,086 | $332 | 03/31/2024 | True North Advisors LLC | 3,090 | $332 | 03/31/2024 | MUB | 3,090 | $332 | 03/31/2024 | Jordan Park Group LLC | 3,035 | $329 | 12/31/2023 | MUB | 3,035 | $329 | 12/31/2023 | Schmidt P J Investment Management Inc. | 3,048 | $328 | 03/31/2024 | MUB | 3,048 | $328 | 03/31/2024 | Vista Investment Management | 3,023 | $328 | 12/31/2023 | MUB | 3,023 | $328 | 12/31/2023 | Vestmark Advisory Solutions Inc. | 3,020 | $327 | 12/31/2023 | MUB | 3,020 | $327 | 12/31/2023 | Cornerstone Planning Group LLC | 3,005 | $326 | 12/31/2023 | MUB | 3,005 | $326 | 12/31/2023 | Crescent Grove Advisors LLC | 3,000 | $325 | 12/31/2023 | MUB | 3,000 | $325 | 12/31/2023 | AXS Investments LLC | 3,000 | $325 | 12/31/2023 | MUB | 3,000 | $325 | 12/31/2023 | MBA Advisors LLC | 3,007 | $324 | 03/31/2024 | MUB | 3,007 | $324 | 03/31/2024 | Citizens & Northern Corp | 2,986 | $324 | 12/31/2023 | MUB | 2,986 | $324 | 12/31/2023 | Colonial Trust Advisors | 2,993 | $324 | 12/31/2023 | MUB | 2,993 | $324 | 12/31/2023 | Optimum Investment Advisors | 3,000 | $323 | 03/31/2024 | MUB | 3,000 | $323 | 03/31/2024 | Eudaimonia Partners LLC | 3,000 | $323 | 03/31/2024 | MUB | 3,000 | $323 | 03/31/2024 | Horst & Graben Wealth Management LLC | 2,943 | $317 | 03/31/2024 | MUB | 2,943 | $317 | 03/31/2024 | Resource Planning Group | 2,912 | $316 | 12/31/2023 | MUB | 2,912 | $316 | 12/31/2023 | Insight Advisors LLC PA | 2,918 | $316 | 12/31/2023 | MUB | 2,918 | $316 | 12/31/2023 | Concorde Asset Management LLC | 2,906 | $315 | 12/31/2023 | MUB | 2,906 | $315 | 12/31/2023 | Lwmg LLC | 2,892 | $314 | 12/31/2023 | MUB | 2,892 | $314 | 12/31/2023 | RHS Financial LLC | 2,888 | $311 | 03/31/2024 | MUB | 2,888 | $311 | 03/31/2024 | BBR Partners LLC | 2,870 | $311 | 12/31/2023 | MUB | 2,870 | $311 | 12/31/2023 | Sunbelt Securities Inc. | 2,870 | $309 | 03/31/2024 | MUB | 2,870 | $309 | 03/31/2024 | Family Investment Center Inc. | 2,869 | $309 | 03/31/2024 | MUB | 2,869 | $309 | 03/31/2024 | Total Investment Management Inc. | 2,852 | $307 | 03/31/2024 | MUB | 2,852 | $307 | 03/31/2024 | Todd Asset Management LLC | 2,828 | $307 | 12/31/2023 | MUB | 2,828 | $307 | 12/31/2023 | Savvy Advisors Inc. | 2,836 | $307 | 12/31/2023 | MUB | 2,836 | $307 | 12/31/2023 | Trustmark National Bank Trust Department | 2,819 | $306 | 12/31/2023 | MUB | 2,819 | $306 | 12/31/2023 | Financial Partners Group Inc | 2,816 | $305 | 12/31/2023 | MUB | 2,816 | $305 | 12/31/2023 | Trademark Financial Management LLC | 2,814 | $305 | 12/31/2023 | MUB | 2,814 | $305 | 12/31/2023 | Badgley Phelps Wealth Managers LLC | 2,800 | $304 | 12/31/2023 | MUB | 2,800 | $304 | 12/31/2023 | Winthrop Capital Management LLC | 2,801 | $304 | 12/31/2023 | MUB | 2,801 | $304 | 12/31/2023 | NorthStar Asset Management LLC NJ | 2,805 | $304 | 12/31/2023 | MUB | 2,805 | $304 | 12/31/2023 | Intergy Private Wealth LLC | 2,819 | $303 | 03/31/2024 | MUB | 2,819 | $303 | 03/31/2024 | Disciplined Investments LLC | 2,786 | $300 | 03/31/2024 | MUB | 2,786 | $300 | 03/31/2024 | New York Life Investment Management LLC | 2,742 | $297 | 12/31/2023 | MUB | 2,742 | $297 | 12/31/2023 | Beacon Financial Group | 2,736 | $297 | 12/31/2023 | MUB | 2,736 | $297 | 12/31/2023 | Wall Capital Group Inc. | 2,744 | $297 | 12/31/2023 | MUB | 2,744 | $297 | 12/31/2023 | Cumberland Advisors Inc. | 2,750 | $296 | 03/31/2024 | MUB | 2,750 | $296 | 03/31/2024 | Price T Rowe Associates Inc. MD | 2,700 | $293 | 12/31/2023 | MUB | 2,700 | $293 | 12/31/2023 | Gateway Advisory LLC | 2,682 | $291 | 12/31/2023 | MUB | 2,682 | $291 | 12/31/2023 | Gray Wealth Management Inc. | 2,671 | $290 | 12/31/2023 | MUB | 2,671 | $290 | 12/31/2023 | CRA Financial Services LLC | 2,690 | $289 | 03/31/2024 | MUB | 2,690 | $289 | 03/31/2024 | Grant GrossMendelsohn LLC | 2,707 | $289 | 03/31/2024 | MUB | 2,707 | $289 | 03/31/2024 | Sterling Wealth Management Inc. | 2,650 | $287 | 12/31/2023 | MUB | 2,650 | $287 | 12/31/2023 | Fermata Advisors LLC | 2,662 | $286 | 03/31/2024 | MUB | 2,662 | $286 | 03/31/2024 | Accretive Wealth Partners LLC | 2,631 | $285 | 12/31/2023 | MUB | 2,631 | $285 | 12/31/2023 | Wealth Effects LLC | 2,622 | $282 | 03/31/2024 | MUB | 2,622 | $282 | 03/31/2024 | Harvey Capital Management Inc. | 2,600 | $282 | 12/31/2023 | MUB | 2,600 | $282 | 12/31/2023 | Fortis Group Advisors LLC | 2,622 | $282 | 12/31/2023 | MUB | 2,622 | $282 | 12/31/2023 | Valley Financial Group Inc. | 2,598 | $282 | 12/31/2023 | MUB | 2,598 | $282 | 12/31/2023 | Hilltop Holdings Inc. | 2,594 | $281 | 12/31/2023 | MUB | 2,594 | $281 | 12/31/2023 | Mesirow Financial Investment Management Inc. | 2,594 | $279 | 03/31/2024 | MUB | 2,594 | $279 | 03/31/2024 | HCR Wealth Advisors | 2,568 | $278 | 12/31/2023 | MUB | 2,568 | $278 | 12/31/2023 | Client 1ST Advisory Group LLC | 2,567 | $278 | 12/31/2023 | MUB | 2,567 | $278 | 12/31/2023 | Baker Boyer National Bank | 2,560 | $275 | 03/31/2024 | MUB | 2,560 | $275 | 03/31/2024 | Northwest Capital Management Inc | 2,547 | $274 | 03/31/2024 | MUB | 2,547 | $274 | 03/31/2024 | W.G. Shaheen & Associates DBA Whitney & Co | 2,505 | $272 | 12/31/2023 | MUB | 2,505 | $272 | 12/31/2023 | Benedetti & Gucer Inc. | 2,489 | $270 | 12/31/2023 | MUB | 2,489 | $270 | 12/31/2023 | Cardiff Park Advisors LLC | 2,459 | $267 | 12/31/2023 | MUB | 2,459 | $267 | 12/31/2023 | BTS Asset Management Inc. | 2,468 | $266 | 03/31/2024 | MUB | 2,468 | $266 | 03/31/2024 | Covenant Asset Management LLC | 2,474 | $266 | 03/31/2024 | MUB | 2,474 | $266 | 03/31/2024 | Oceanside Advisors LLC | 2,475 | $266 | 03/31/2024 | MUB | 2,475 | $266 | 03/31/2024 | Commonwealth Financial Services LLC | 2,444 | $265 | 12/31/2023 | MUB | 2,444 | $265 | 12/31/2023 | KFG Wealth Management LLC | 2,458 | $264 | 03/31/2024 | MUB | 2,458 | $264 | 03/31/2024 | Bank OZK | 2,422 | $263 | 12/31/2023 | MUB | 2,422 | $263 | 12/31/2023 | PBMares Wealth Management LLC | 2,426 | $263 | 12/31/2023 | MUB | 2,426 | $263 | 12/31/2023 | Obsidian Personal Planning Solutions LLC | 2,403 | $261 | 12/31/2023 | MUB | 2,403 | $261 | 12/31/2023 | Hill Island Financial LLC | 2,405 | $261 | 12/31/2023 | MUB | 2,405 | $261 | 12/31/2023 | AFT Forsyth & Company Inc. | 2,380 | $258 | 12/31/2023 | MUB | 2,380 | $258 | 12/31/2023 | Paragon Wealth Strategies LLC | 2,376 | $258 | 12/31/2023 | MUB | 2,376 | $258 | 12/31/2023 | Auour Investments LLC | 2,398 | $258 | 12/31/2023 | MUB | 2,398 | $258 | 12/31/2023 | EWA LLC | 2,386 | $258 | 12/31/2023 | MUB | 2,386 | $258 | 12/31/2023 | Signature Securities Group Corporation | 2,390 | $257 | 03/31/2024 | MUB | 2,390 | $257 | 03/31/2024 | Americana Partners LLC | 2,350 | $255 | 12/31/2023 | MUB | 2,350 | $255 | 12/31/2023 | We Are One Seven LLC | 2,341 | $254 | 12/31/2023 | MUB | 2,341 | $254 | 12/31/2023 | Leavell Investment Management Inc. | 2,350 | $253 | 03/31/2024 | MUB | 2,350 | $253 | 03/31/2024 | Northland Capital Management LLC | 2,340 | $252 | 03/31/2024 | MUB | 2,340 | $252 | 03/31/2024 | Guardian Wealth Advisors LLC NC | 2,327 | $252 | 12/31/2023 | MUB | 2,327 | $252 | 12/31/2023 | FSA Wealth Management LLC | 2,308 | $250 | 12/31/2023 | MUB | 2,308 | $250 | 12/31/2023 | Valeo Financial Advisors LLC | 2,344 | $249 | 03/31/2024 | MUB | 2,344 | $249 | 03/31/2024 | Covestor Ltd | 2,284 | $248 | 12/31/2023 | MUB | 2,284 | $248 | 12/31/2023 | Fundamentun LLC | 2,282 | $246 | 03/31/2024 | MUB | 2,282 | $246 | 03/31/2024 | Topel & Distasi Wealth Management LLC | 2,241 | $243 | 12/31/2023 | MUB | 2,241 | $243 | 12/31/2023 | LongView Wealth Management | 2,244 | $241 | 03/31/2024 | MUB | 2,244 | $241 | 03/31/2024 | Beacon Harbor Wealth Advisors Inc. | 2,221 | $241 | 12/31/2023 | MUB | 2,221 | $241 | 12/31/2023 | Cypress Financial Planning LLC | 2,216 | $238 | 03/31/2024 | MUB | 2,216 | $238 | 03/31/2024 | Crumly & Associates Inc. | 2,212 | $238 | 12/31/2023 | MUB | 2,212 | $238 | 12/31/2023 | Successful Portfolios LLC | 2,195 | $236 | 03/31/2024 | MUB | 2,195 | $236 | 03/31/2024 | Fonville Wealth Management LLC | 2,197 | $236 | 03/31/2024 | MUB | 2,197 | $236 | 03/31/2024 | Shufro Rose & Co. LLC | 2,301 | $236 | 12/31/2023 | MUB | 2,301 | $236 | 12/31/2023 | Summit Asset Management LLC | 2,180 | $236 | 12/31/2023 | MUB | 2,180 | $236 | 12/31/2023 | Willow Creek Wealth Management Inc. | 2,177 | $236 | 12/31/2023 | MUB | 2,177 | $236 | 12/31/2023 | Carnegie Capital Asset Management LLC | 2,170 | $235 | 12/31/2023 | MUB | 2,170 | $235 | 12/31/2023 | Waterway Wealth Management LLC | 2,177 | $234 | 03/31/2024 | MUB | 2,177 | $234 | 03/31/2024 | Legacy Advisors LLC | 2,136 | $232 | 12/31/2023 | MUB | 2,136 | $232 | 12/31/2023 | HB Wealth Management LLC | 2,143 | $232 | 12/31/2023 | MUB | 2,143 | $232 | 12/31/2023 | Ridgewood Investments LLC | 2,128 | $229 | 03/31/2024 | MUB | 2,128 | $229 | 03/31/2024 | Occidental Asset Management LLC | 2,124 | $229 | 03/31/2024 | MUB | 2,124 | $229 | 03/31/2024 | Millington Financial Advisors LLC | 2,115 | $229 | 12/31/2023 | MUB | 2,115 | $229 | 12/31/2023 | Intellectus Partners LLC | 2,100 | $228 | 12/31/2023 | MUB | 2,100 | $228 | 12/31/2023 | Williams Jones Wealth Management LLC. | 2,101 | $228 | 12/31/2023 | MUB | 2,101 | $228 | 12/31/2023 | Mattern Wealth Management LLC | 2,106 | $228 | 12/31/2023 | MUB | 2,106 | $228 | 12/31/2023 | Sapient Capital LLC | 2,109 | $227 | 03/31/2024 | MUB | 2,109 | $227 | 03/31/2024 | XML Financial LLC | 2,084 | $226 | 12/31/2023 | MUB | 2,084 | $226 | 12/31/2023 | Atwater Malick LLC | 2,094 | $225 | 03/31/2024 | MUB | 2,094 | $225 | 03/31/2024 | RKL Wealth Management LLC | 2,068 | $224 | 12/31/2023 | MUB | 2,068 | $224 | 12/31/2023 | Journey Advisory Group LLC | 2,066 | $224 | 12/31/2023 | MUB | 2,066 | $224 | 12/31/2023 | First National Corp MA ADV | 2,058 | $223 | 03/31/2024 | MUB | 2,058 | $223 | 03/31/2024 | Advance Capital Management Inc. | 2,076 | $223 | 03/31/2024 | MUB | 2,076 | $223 | 03/31/2024 | MONECO Advisors LLC | 2,074 | $223 | 03/31/2024 | MUB | 2,074 | $223 | 03/31/2024 | Fiera Capital Corp | 2,056 | $223 | 12/31/2023 | MUB | 2,056 | $223 | 12/31/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,058 | $223 | 12/31/2023 | MUB | 2,058 | $223 | 12/31/2023 | Royal Harbor Partners LLC | 2,060 | $223 | 12/31/2023 | MUB | 2,060 | $223 | 12/31/2023 | Sunburst Financial Group LLC | 2,075 | $222 | 03/31/2024 | MUB | 2,075 | $222 | 03/31/2024 | Arete Wealth Advisors LLC | 2,052 | $222 | 12/31/2023 | MUB | 2,052 | $222 | 12/31/2023 | TSA Wealth Managment LLC | 2,037 | $221 | 12/31/2023 | MUB | 2,037 | $221 | 12/31/2023 | Bank of Hawaii | 2,017 | $219 | 12/31/2023 | MUB | 2,017 | $219 | 12/31/2023 | Motco | 2,015 | $218 | 12/31/2023 | MUB | 2,015 | $218 | 12/31/2023 | Sentinel Pension Advisors Inc. | 2,006 | $218 | 12/31/2023 | MUB | 2,006 | $218 | 12/31/2023 | Perennial Advisors LLC | 2,019 | $217 | 03/31/2024 | MUB | 2,019 | $217 | 03/31/2024 | Kathleen S. Wright Associates Inc. | 2,013 | $217 | 03/31/2024 | MUB | 2,013 | $217 | 03/31/2024 | Firestone Capital Management | 1,989 | $216 | 12/31/2023 | MUB | 1,989 | $216 | 12/31/2023 | Midland Wealth Advisors LLC | 1,988 | $216 | 12/31/2023 | MUB | 1,988 | $216 | 12/31/2023 | Sachetta LLC | 1,990 | $216 | 12/31/2023 | MUB | 1,990 | $216 | 12/31/2023 | Oliver Luxxe Assets LLC | 2,000 | $215 | 03/31/2024 | MUB | 2,000 | $215 | 03/31/2024 | Columbia Advisory Partners LLC | 1,994 | $215 | 03/31/2024 | MUB | 1,994 | $215 | 03/31/2024 | Regatta Capital Group LLC | 2,000 | $215 | 03/31/2024 | MUB | 2,000 | $215 | 03/31/2024 | Armstrong Fleming & Moore Inc | 2,001 | $215 | 03/31/2024 | MUB | 2,001 | $215 | 03/31/2024 | Five Oceans Advisors | 1,986 | $214 | 03/31/2024 | MUB | 1,986 | $214 | 03/31/2024 | Vivaldi Capital Management LLC | 1,990 | $214 | 12/31/2023 | MUB | 1,990 | $214 | 12/31/2023 | Tempus Wealth Planning LLC | 1,980 | $213 | 03/31/2024 | MUB | 1,980 | $213 | 03/31/2024 | Hofer & Associates. Inc | 1,984 | $213 | 03/31/2024 | MUB | 1,984 | $213 | 03/31/2024 | Thomasville National Bank | 1,965 | $211 | 03/31/2024 | MUB | 1,965 | $211 | 03/31/2024 | Colorado Capital Management Inc. | 1,942 | $209 | 03/31/2024 | MUB | 1,942 | $209 | 03/31/2024 | Personal CFO Solutions LLC | 1,915 | $208 | 12/31/2023 | MUB | 1,915 | $208 | 12/31/2023 | Brighton Jones LLC | 1,909 | $207 | 12/31/2023 | MUB | 1,909 | $207 | 12/31/2023 | Conrad Siegel Investment Advisors Inc. | 1,905 | $205 | 03/31/2024 | MUB | 1,905 | $205 | 03/31/2024 | OMNI 360 Wealth Inc. | 1,908 | $205 | 03/31/2024 | MUB | 1,908 | $205 | 03/31/2024 | Retirement Planning Group | 1,893 | $204 | 03/31/2024 | MUB | 1,893 | $204 | 03/31/2024 | Xcel Wealth Management LLC | 1,892 | $204 | 03/31/2024 | MUB | 1,892 | $204 | 03/31/2024 | Latitude Advisors LLC | 1,891 | $204 | 03/31/2024 | MUB | 1,891 | $204 | 03/31/2024 | Rye Brook Capital LLC | 1,900 | $204 | 03/31/2024 | MUB | 1,900 | $204 | 03/31/2024 | Sunpointe LLC | 1,887 | $203 | 03/31/2024 | MUB | 1,887 | $203 | 03/31/2024 | Exeter Financial LLC | 1,890 | $202 | 03/31/2024 | MUB | 1,890 | $202 | 03/31/2024 | Advisors Capital Management LLC | 1,851 | $201 | 12/31/2023 | MUB | 1,851 | $201 | 12/31/2023 | One Charles Private Wealth Services LLC | 1,850 | $201 | 12/31/2023 | MUB | 1,850 | $201 | 12/31/2023 | Rainey & Randall Investment Management Inc. | 1,863 | $200 | 03/31/2024 | MUB | 1,863 | $200 | 03/31/2024 | Team Financial Group LLC | 1,732 | $188 | 12/31/2023 | MUB | 1,732 | $188 | 12/31/2023 | Morris Financial Concepts Inc. | 1,730 | $186 | 03/31/2024 | MUB | 1,730 | $186 | 03/31/2024 | Moisand Fitzgerald Tamayo LLC | 1,731 | $186 | 03/31/2024 | MUB | 1,731 | $186 | 03/31/2024 | 1832 Asset Management L.P. | 1,708 | $185 | 12/31/2023 | MUB | 1,708 | $185 | 12/31/2023 | Qube Research & Technologies Ltd | 1,697 | $184 | 12/31/2023 | MUB | 1,697 | $184 | 12/31/2023 | Atlantic Trust LLC | 1,574 | $171 | 12/31/2023 | MUB | 1,574 | $171 | 12/31/2023 | Cassady Schiller Wealth Management LLC | 1,533 | $166 | 12/31/2023 | MUB | 1,533 | $166 | 12/31/2023 | Pacifica Partners Inc. | 1,540 | $165 | 03/31/2024 | MUB | 1,540 | $165 | 03/31/2024 | Transcendent Capital Group LLC | 1,515 | $164 | 03/31/2024 | MUB | 1,515 | $164 | 03/31/2024 | Carolinas Wealth Consulting LLC | 1,501 | $163 | 12/31/2023 | MUB | 1,501 | $163 | 12/31/2023 | Delta Asset Management LLC TN | 1,445 | $157 | 12/31/2023 | MUB | 1,445 | $157 | 12/31/2023 | Silicon Valley Capital Partners | 1,306 | $142 | 12/31/2023 | MUB | 1,306 | $142 | 12/31/2023 | Proffitt & Goodson Inc. | 1,300 | $140 | 03/31/2024 | MUB | 1,300 | $140 | 03/31/2024 | AllSquare Wealth Management LLC | 1,285 | $139 | 12/31/2023 | MUB | 1,285 | $139 | 12/31/2023 | Keener Financial Planning LLC | 1,282 | $139 | 12/31/2023 | MUB | 1,282 | $139 | 12/31/2023 | Friedenthal Financial | 1,287 | $138 | 03/31/2024 | MUB | 1,287 | $138 | 03/31/2024 | Ambassador Advisors LLC | 1,269 | $136 | 12/31/2023 | MUB | 1,269 | $136 | 12/31/2023 | Wolff Wiese Magana LLC | 1,204 | $130 | 03/31/2024 | MUB | 1,204 | $130 | 03/31/2024 | Fairway Wealth LLC | 1,167 | $127 | 12/31/2023 | MUB | 1,167 | $127 | 12/31/2023 | Hartford Financial Management Inc. | 1,160 | $125 | 03/31/2024 | MUB | 1,160 | $125 | 03/31/2024 | New Republic Capital LLC | 1,132 | $123 | 12/31/2023 | MUB | 1,132 | $123 | 12/31/2023 | Richardson Financial Services Inc. | 1,112 | $121 | 12/31/2023 | MUB | 1,112 | $121 | 12/31/2023 | CGC Financial Services LLC | 1,115 | $120 | 03/31/2024 | MUB | 1,115 | $120 | 03/31/2024 | Atlas Capital Advisors LLC | 1,100 | $118 | 03/31/2024 | MUB | 1,100 | $118 | 03/31/2024 | Bogart Wealth LLC | 1,070 | $115 | 03/31/2024 | MUB | 1,070 | $115 | 03/31/2024 | DT Investment Partners LLC | 1,041 | $113 | 12/31/2023 | MUB | 1,041 | $113 | 12/31/2023 | Gradient Investments LLC | 1,030 | $111 | 03/31/2024 | MUB | 1,030 | $111 | 03/31/2024 | Thompson Siegel & Walmsley LLC | 1,016 | $110 | 12/31/2023 | MUB | 1,016 | $110 | 12/31/2023 | Cape Investment Advisory Inc. | 954 | $103 | 12/31/2023 | MUB | 954 | $103 | 12/31/2023 | CVA Family Office LLC | 929 | $100 | 03/31/2024 | MUB | 929 | $100 | 03/31/2024 | AlphaCentric Advisors LLC | 917 | $99 | 03/31/2024 | MUB | 917 | $99 | 03/31/2024 | Washington Trust Advisors Inc. | 900 | $98 | 12/31/2023 | MUB | 900 | $98 | 12/31/2023 | Smartleaf Asset Management LLC | 906 | $98 | 12/31/2023 | MUB | 906 | $98 | 12/31/2023 | Founders Financial Alliance LLC | 898 | $97 | 12/31/2023 | MUB | 898 | $97 | 12/31/2023 | CarsonAllaria Wealth Management Ltd. | 872 | $95 | 12/31/2023 | MUB | 872 | $95 | 12/31/2023 | Main Street Group LTD | 861 | $93 | 12/31/2023 | MUB | 861 | $93 | 12/31/2023 | Banque Cantonale Vaudoise | 840 | $90 | 03/31/2024 | MUB | 840 | $90 | 03/31/2024 | Lindbrook Capital LLC | 800 | $86 | 03/31/2024 | MUB | 800 | $86 | 03/31/2024 | First Manhattan Co. | 791 | $86 | 12/31/2023 | MUB | 791 | $86 | 12/31/2023 | Toth Financial Advisory Corp | 771 | $83 | 03/31/2024 | MUB | 771 | $83 | 03/31/2024 | Oliver Lagore Vanvalin Investment Group | 769 | $83 | 12/31/2023 | MUB | 769 | $83 | 12/31/2023 | Mechanics Financial Corp | 643 | $70 | 12/31/2023 | MUB | 643 | $70 | 12/31/2023 | LGT Financial Advisors LLC | 618 | $67 | 12/31/2023 | MUB | 618 | $67 | 12/31/2023 | Future Financial Wealth Managment LLC | 604 | $65 | 03/31/2024 | MUB | 604 | $65 | 03/31/2024 | Indiana Trust & Investment Management CO | 599 | $64 | 03/31/2024 | MUB | 599 | $64 | 03/31/2024 | Harbor Investment Advisory LLC | 597 | $64 | 03/31/2024 | MUB | 597 | $64 | 03/31/2024 | Riverview Trust Co | 566 | $61 | 03/31/2024 | MUB | 566 | $61 | 03/31/2024 | Princeton Global Asset Management LLC | 549 | $59 | 12/31/2023 | MUB | 549 | $59 | 12/31/2023 | Frazier Financial Advisors LLC | 546 | $59 | 12/31/2023 | MUB | 546 | $59 | 12/31/2023 | Clean Yield Group | 534 | $58 | 12/31/2023 | MUB | 534 | $58 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 529 | $57 | 12/31/2023 | MUB | 529 | $57 | 12/31/2023 | Hallmark Capital Management Inc. | 482 | $52 | 12/31/2023 | MUB | 482 | $52 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 472 | $51 | 03/31/2024 | MUB | 472 | $51 | 03/31/2024 | Riggs Asset Managment Co. Inc. | 470 | $51 | 12/31/2023 | MUB | 470 | $51 | 12/31/2023 | Gould Capital LLC | 468 | $51 | 12/31/2023 | MUB | 468 | $51 | 12/31/2023 | Voisard Asset Management Group Inc. | 461 | $50 | 03/31/2024 | MUB | 461 | $50 | 03/31/2024 | Fortis Advisors LLC | 459 | $50 | 12/31/2023 | MUB | 459 | $50 | 12/31/2023 | First Financialcorp IN | 450 | $48 | 03/31/2024 | MUB | 450 | $48 | 03/31/2024 | LifeSteps Financial Inc. | 448 | $48 | 03/31/2024 | MUB | 448 | $48 | 03/31/2024 | Pineridge Advisors LLC | 441 | $48 | 12/31/2023 | MUB | 441 | $48 | 12/31/2023 | Capital Management Associates Inc | 432 | $47 | 12/31/2023 | MUB | 432 | $47 | 12/31/2023 | Annis Gardner Whiting Capital Advisors LLC | 425 | $46 | 12/31/2023 | MUB | 425 | $46 | 12/31/2023 | Rise Advisors LLC | 419 | $45 | 03/31/2024 | MUB | 419 | $45 | 03/31/2024 | Cutler Group LP | | $44 | 03/31/2024 | MUB | 423 | $45 | 03/31/2024 | Put | 700 | $1 | 03/31/2024 | Nemes Rush Group LLC | 399 | $43 | 12/31/2023 | MUB | 399 | $43 | 12/31/2023 | Evergreen Private Wealth LLC | 390 | $42 | 03/31/2024 | MUB | 390 | $42 | 03/31/2024 | Boyd Watterson Asset Management LLC OH | 375 | $41 | 12/31/2023 | MUB | 375 | $41 | 12/31/2023 | Carmichael Hill & Associates Inc. | 339 | $36 | 03/31/2024 | MUB | 339 | $36 | 03/31/2024 | City State Bank | 332 | $36 | 03/31/2024 | MUB | 332 | $36 | 03/31/2024 | Register Financial Advisors LLC | 336 | $36 | 03/31/2024 | MUB | 336 | $36 | 03/31/2024 | CNB Bank | 300 | $33 | 12/31/2023 | MUB | 300 | $33 | 12/31/2023 | Bfsg LLC | 275 | $30 | 03/31/2024 | MUB | 275 | $30 | 03/31/2024 | Red Tortoise LLC | 258 | $28 | 03/31/2024 | MUB | 258 | $28 | 03/31/2024 | Howe & Rusling Inc. | 255 | $28 | 12/31/2023 | MUB | 255 | $28 | 12/31/2023 | Eagle Bay Advisors LLC | 262 | $28 | 12/31/2023 | MUB | 262 | $28 | 12/31/2023 | National Bank of Canada FI | 256 | $27 | 12/31/2023 | MUB | 256 | $27 | 12/31/2023 | Richard Bernstein Advisors LLC | 247 | $27 | 12/31/2023 | MUB | 247 | $27 | 12/31/2023 | Ruedi Wealth Management Inc. | 253 | $27 | 12/31/2023 | MUB | 253 | $27 | 12/31/2023 | UMB Bank N A MO | 241 | $26 | 03/31/2024 | MUB | 241 | $26 | 03/31/2024 | Sound Income Strategies LLC | 241 | $26 | 03/31/2024 | MUB | 241 | $26 | 03/31/2024 | PSI Advisors LLC | 246 | $26 | 03/31/2024 | MUB | 246 | $26 | 03/31/2024 | Northwest Investment Counselors LLC | 230 | $25 | 03/31/2024 | MUB | 230 | $25 | 03/31/2024 | Providence Capital Advisors LLC | 235 | $25 | 12/31/2023 | MUB | 235 | $25 | 12/31/2023 | Key Financial Inc | 235 | $25 | 12/31/2023 | MUB | 235 | $25 | 12/31/2023 | Ancora Advisors LLC | 220 | $24 | 12/31/2023 | MUB | 220 | $24 | 12/31/2023 | FinTrust Capital Advisors LLC | 222 | $24 | 12/31/2023 | MUB | 222 | $24 | 12/31/2023 | CENTRAL TRUST Co | 215 | $23 | 03/31/2024 | MUB | 215 | $23 | 03/31/2024 | YHB Investment Advisors Inc. | 212 | $23 | 03/31/2024 | MUB | 212 | $23 | 03/31/2024 | Quent Capital LLC | 212 | $23 | 12/31/2023 | MUB | 212 | $23 | 12/31/2023 | ICA Group Wealth Management LLC | 208 | $23 | 12/31/2023 | MUB | 208 | $23 | 12/31/2023 | First PREMIER Bank | 200 | $22 | 03/31/2024 | MUB | 200 | $22 | 03/31/2024 | GPS Wealth Strategies Group LLC | 204 | $22 | 12/31/2023 | MUB | 204 | $22 | 12/31/2023 | Montag A & Associates Inc. | 197 | $21 | 12/31/2023 | MUB | 197 | $21 | 12/31/2023 | BOK Financial Private Wealth Inc. | 190 | $21 | 12/31/2023 | MUB | 190 | $21 | 12/31/2023 | TFC Financial Management | 181 | $20 | 12/31/2023 | MUB | 181 | $20 | 12/31/2023 | Archer Investment Corp | 172 | $19 | 12/31/2023 | MUB | 172 | $19 | 12/31/2023 | Peoples Bank KS | 160 | $17 | 03/31/2024 | MUB | 160 | $17 | 03/31/2024 | Larson Financial Group LLC | 156 | $17 | 12/31/2023 | MUB | 156 | $17 | 12/31/2023 | Y.D. More Investments Ltd | 145 | $16 | 12/31/2023 | MUB | 145 | $16 | 12/31/2023 | New Millennium Group LLC | 143 | $16 | 12/31/2023 | MUB | 143 | $16 | 12/31/2023 | Colonial Trust Co SC | 132 | $14 | 12/31/2023 | MUB | 132 | $14 | 12/31/2023 | Signature Resources Capital Management LLC | 124 | $13 | 03/31/2024 | MUB | 124 | $13 | 03/31/2024 | Caitlin John LLC | 119 | $13 | 12/31/2023 | MUB | 119 | $13 | 12/31/2023 | Castleview Partners LLC | 110 | $12 | 12/31/2023 | MUB | 110 | $12 | 12/31/2023 | Viewpoint Capital Management LLC | 100 | $11 | 03/31/2024 | MUB | 100 | $11 | 03/31/2024 | Avion Wealth | 101 | $11 | 12/31/2023 | MUB | 101 | $11 | 12/31/2023 | Aspire Wealth Management Corp | 98 | $11 | 12/31/2023 | MUB | 98 | $11 | 12/31/2023 | HHM Wealth Advisors LLC | 94 | $10 | 12/31/2023 | MUB | 94 | $10 | 12/31/2023 | Mendota Financial Group LLC | 76 | $8 | 03/31/2024 | MUB | 76 | $8 | 03/31/2024 | TCTC Holdings LLC | 75 | $8 | 12/31/2023 | MUB | 75 | $8 | 12/31/2023 | Prestige Wealth Management Group LLC | 56 | $6 | 03/31/2024 | MUB | 56 | $6 | 03/31/2024 | Rice Partnership LLC | 49 | $5 | 12/31/2023 | MUB | 49 | $5 | 12/31/2023 | Retirement Group LLC | 42 | $5 | 12/31/2023 | MUB | 42 | $5 | 12/31/2023 | Raleigh Capital Management Inc. | 45 | $5 | 12/31/2023 | MUB | 45 | $5 | 12/31/2023 | Oakworth Capital Inc. | 34 | $4 | 03/31/2024 | MUB | 34 | $4 | 03/31/2024 | Coppell Advisory Solutions LLC | 35 | $4 | 12/31/2023 | MUB | 35 | $4 | 12/31/2023 | Beacon Capital Management LLC | 39 | $4 | 12/31/2023 | MUB | 39 | $4 | 12/31/2023 | Jamison Private Wealth Management Inc. | 28 | $3 | 03/31/2024 | MUB | 28 | $3 | 03/31/2024 | Wit LLC | 32 | $3 | 12/31/2023 | MUB | 32 | $3 | 12/31/2023 | Family Asset Management LLC | 31 | $3 | 12/31/2023 | MUB | 31 | $3 | 12/31/2023 | Iron Horse Wealth Management LLC | 22 | $2 | 03/31/2024 | MUB | 22 | $2 | 03/31/2024 | Activest Wealth Management | 15 | $2 | 03/31/2024 | MUB | 15 | $2 | 03/31/2024 | Impact Partnership Wealth LLC | 18 | $2 | 12/31/2023 | MUB | 18 | $2 | 12/31/2023 | Atticus Wealth Management LLC | 12 | $1 | 03/31/2024 | MUB | 12 | $1 | 03/31/2024 | Hollencrest Capital Management | 8 | $1 | 12/31/2023 | MUB | 8 | $1 | 12/31/2023 | Transamerica Financial Advisors Inc. | 1 | $1 | 12/31/2023 | MUB | 1 | $1 | 12/31/2023 | Financial Gravity Asset Management Inc. | 12 | $1 | 12/31/2023 | MUB | 12 | $1 | 12/31/2023 | Contravisory Investment Management Inc. | 4 | $0 | 03/31/2024 | MUB | 4 | $0 | 03/31/2024 | Asset Dedication LLC | 1 | $0 | 03/31/2024 | MUB | 1 | $0 | 03/31/2024 | DHJJ Financial Advisors Ltd. | 2 | $0 | 03/31/2024 | MUB | 2 | $0 | 03/31/2024 | Ogorek Anthony Joseph NY ADV | 1 | $0 | 12/31/2023 | MUB | 1 | $0 | 12/31/2023 | Sandy Spring Bank | 2 | $0 | 12/31/2023 | MUB | 2 | $0 | 12/31/2023 | Jackson Hole Capital Partners LLC | 3 | $0 | 12/31/2023 | MUB | 3 | $0 | 12/31/2023 | New England Capital Financial Advisors LLC | 2 | $0 | 12/31/2023 | MUB | 2 | $0 | 12/31/2023 | Boothbay Fund Management LLC | | $-488 | 12/31/2023 | Put | 4,500 | $488 | 12/31/2023 | Susquehanna International Group LLP | 4,700 | $-2,254 | 12/31/2023 | Put | 25,500 | $2,764 | 12/31/2023 | Call | 4,700 | $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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