iShares MSCI Emerging MarketEEMETF

13F holders, Q1 2024 (March 31)
1,278holders
6famous investors
$41.09avg. 13F price*

At the end of Q1 2024, 1,278 institutions reported holding iShares MSCI Emerging Market (EEM) in their 13F filings. The largest holders were Morgan Stanley ($1.9B), Bank of America Corp. ($1.1B) and Goldman Sachs Group Inc. ($1.0B). 6 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ray Dalio (0.1% of Bridgewater Associates's portfolio).

Company
iShares MSCI Emerging Market
CUSIP
464287234
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions79$1.0B
Exits110$272.5M

Ownership 1,278 holders

Morgan Stanley 0.15% Add +28.8% 46,832,211 $1.9B
Bank of America Corp. 0.11% Reduce -5.0% 26,918,445 $1.1B
Goldman Sachs Group Inc. 0.22% Add +13.9% 25,536,268 $1.0B
Jane Street Group, LLC 1.32% Add +15.2% 24,776,158 $1.0B
Old Mission Capital LLC 21.55% New 21,434,186 $880.5M
BlackRock Inc. 0.01% Reduce -51.5% 15,219,134 $625.2M
JPMorgan Chase & Co. 0.04% Reduce -9.7% 11,231,727 $461.4M
Wells Fargo & Company 0.12% Reduce -5.5% 11,138,428 $457.6M
UBS Group AG 0.15% Reduce -23.7% 11,134,928 $457.4M
Retirement Systems of Alabama 1.46% No change 9,183,852 $377.3M
Swiss Life Asset Management Ltd 4.94% No change 8,648,266 $355.3M
HSBC Holdings PLC 0.18% Reduce -22.1% 6,194,908 $255.3M
Citigroup Inc. 0.25% Reduce -5.9% 5,585,133 $229.4M
PNC Financial Services Group, Inc. 0.15% Reduce -4.9% 5,239,732 $215.2M
TD Asset Management Inc 0.17% Reduce -0.7% 4,345,819 $178.5M
Susquehanna International Group, LLP 0.26% Reduce -46.0% 4,153,905 $170.6M
Royal Bank of Canada 0.04% Add +28.7% 4,034,338 $165.7M
Bank of New York Mellon Corp 0.03% Reduce -13.2% 3,892,662 $159.9M
Bank of Montreal 0.05% Add +56.4% 3,830,841 $158.2M
US Bancorp \de 0.20% Reduce -4.5% 3,528,638 $145.0M
BNP Paribas Financial Markets 0.17% Add +62.8% 3,315,222 $136.2M
Envestnet Asset Management Inc. 0.04% Reduce -25.3% 2,686,831 $110.4M
Greenleaf Trust 0.98% Add +13.0% 2,577,270 $105.9M
Barclays PLC 0.05% Reduce -37.2% 2,527,316 $103.8M
State of Wisconsin Investment Board 0.27% Add +3.3% 2,486,800 $102.2M
Millennium Management 0.09% Add +1734.6% 2,429,890 $99.8M
Man Group plc 0.27% Add +93.6% 2,373,422 $97.5M
Cassaday & Co Wealth Management LLC 3.14% Reduce -0.5% 2,351,970 $96.6M
FMR LLC 0.01% Add +64.1% 2,154,768 $88.5M
Walleye Trading LLC 1.33% Add +551.4% 1,972,012 $81.0M
LPL Financial LLC 0.04% Reduce -3.3% 1,959,828 $80.5M
Squarepoint Ops LLC 0.33% Add +63.4% 1,925,701 $79.1M
Hirtle & Co., LLC 3.78% Reduce -2.4% 1,844,058 $75.8M
SG Americas Securities, LLC 0.38% Reduce -46.8% 1,766,493 $72.6M
Mariner, LLC 0.14% Add +38.0% 1,612,422 $66.2M
Factory Mutual Insurance Co. 0.73% No change 1,546,400 $63.5M
Regions Financial Corp. 0.47% Add +0.9% 1,497,861 $61.5M
Manufacturers Life Insurance Company, The 0.06% Add +0.2% 1,491,679 $61.3M
Halbert Hargrove Global Advisors, LLC 4.04% Reduce -4.1% 1,482,485 $60.9M
Total Investment Management Inc. 7.60% Reduce -1.1% 1,470,215 $60.4M
Dow Chemical Co. 8.37% No change 1,299,836 $53.4M
Vontobel Holding Ltd. 0.42% Add +2.3% 1,283,506 $52.7M
Connor, Clark & Lunn Investment Management Ltd. 0.22% New 1,263,400 $51.9M
Qube Research & Technologies Ltd 0.09% Add +328.5% 1,216,129 $50.0M
HighTower Advisors, LLC 0.08% Reduce -4.2% 1,200,031 $49.3M
Marshall Wace, LLP 0.08% Add +541.4% 1,168,531 $48.0M
National Bank of Canada 0.08% Add +503.4% 1,123,308 $47.7M
Connable Office Inc. 5.36% Add +3.8% 1,152,217 $47.3M
Fifth Third Bancorp 0.18% Reduce -10.0% 1,111,045 $45.6M
Keybank National Association 0.18% Reduce -9.6% 1,079,271 $44.3M
Northern Trust Corp. 0.01% Reduce -1.3% 1,064,748 $43.7M
CIBC Private Wealth Group LLC 0.08% Reduce -8.6% 996,480 $41.0M
M&T Bank Corp 0.13% Reduce -14.4% 928,087 $38.1M
Credit Suisse AG/ 0.04% Reduce -75.0% 892,854 $36.7M
Prudential Financial Inc. 0.05% Add +68.7% 886,524 $36.4M
Ameriprise Financial Inc. 0.01% Reduce -15.1% 835,516 $34.8M
Creative Planning 0.04% Reduce -7.8% 830,518 $34.1M
Corient Private Wealth LP 0.06% Reduce -8.8% 829,761 $34.1M
Trust Co 4.32% Add +14.8% 800,837 $32.9M
Raymond James & Associates 0.02% Reduce -13.7% 787,939 $32.4M
Acadian Asset Management LLC 0.11% Add +31.9% 775,597 $31.9M
Johns Hopkins University 1.14% No change 711,296 $29.2M
Raymond James Financial Services Advisors, Inc. 0.04% Reduce -10.4% 704,934 $29.0M
Lazard Asset Management LLC 0.04% Reduce -63.4% 697,452 $28.6M
Citadel Advisors 0.03% Reduce -58.0% 684,036 $28.1M
Cibc World Market Inc. 0.07% Add +85.6% 674,377 $27.7M
Stifel Financial Corp. 0.03% Reduce -8.0% 670,365 $27.5M
Truist Financial Corp. 0.04% Reduce -33.9% 643,666 $26.4M
Dupont Capital Management Corp. 2.14% Reduce -23.3% 628,325 $25.8M
Provenance Wealth Advisors, LLC 3.46% Reduce -1.0% 598,793 $24.6M
Deutsche Bank AG 0.01% Reduce -4.7% 556,057 $22.8M
Comerica Bank 0.10% Reduce -6.6% 540,916 $22.2M
Commonwealth Equity Services, LLC 0.04% Reduce -6.8% 540,598 $22.2M
MML Investors Services, LLC 0.09% Reduce -10.7% 536,140 $22.0M
Glenmede Trust Co. NA 0.11% Reduce -2.4% 534,748 $22.0M
Quent Capital, LLC 2.51% Add +2.6% 523,028 $21.5M
Amarillo National Bank 3.97% Reduce -0.4% 518,188 $21.3M
Tudor Investment Corporation 0.26% Reduce -48.2% 517,982 $21.3M
Cresset Asset Management, LLC 0.10% Reduce -8.2% 504,577 $20.7M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -1.8% 496,618 $20.4M
DRW Securities, LLC 1.13% Reduce -70.0% 481,988 $19.8M
Franklin Resources Inc. 0.01% Reduce -2.4% 481,627 $19.8M
Osaic Holdings, Inc. 0.04% Reduce -21.7% 471,663 $19.4M
Pictet North America Advisors SA 2.00% Add +6.5% 436,720 $17.9M
Allianz Asset Management GmbH 0.03% Add +37.8% 423,794 $17.4M
Baird Financial Group, Inc. 0.04% Reduce -22.3% 421,035 $17.3M
Rockefeller Capital Management L.P. 0.05% Add +3.8% 418,284 $17.2M
HRT Financial LP 0.10% New 410,050 $16.8M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -6.5% 400,512 $16.5M
Checchi Capital Advisers, LLC 1.27% Reduce -4.1% 395,360 $16.2M
Bank of Nova Scotia 0.03% Add +1.0% 393,052 $16.1M
Itau Unibanco Holding S.A. 0.69% Add +34.2% 389,314 $16.0M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +3.1% 386,199 $15.9M
HT Partners LLC 5.69% Reduce -0.3% 382,633 $15.7M
Capula Management Ltd 0.53% Add +38.3% 382,266 $15.7M
FineMark National Bank & Trust 0.58% Add +7.0% 378,142 $15.5M
Mesirow Financial Investment Management, Inc. 0.35% Reduce -1.4% 376,915 $15.5M
Bridgewater Associates 0.08% Reduce -16.3% 374,754 $15.4M
Capstone Investment Advisors, LLC 0.53% No change 372,000 $15.3M
Okabena Investment Services Inc. 5.05% No change 369,324 $15.2M
Pathstone Holdings, LLC 0.07% Add +0.3% 364,408 $15.0M
Confluence Wealth Services, Inc. 1.31% Add +15.0% 361,452 $14.8M
Stevens Capital Management LP 2.86% Add +80.4% 357,725 $14.7M
Cerity Partners LLC 0.04% Add +9.5% 357,642 $14.7M
Captrust Financial Advisors 0.05% Reduce -37.8% 348,832 $14.3M
Sand Hill Global Advisors, LLC 0.68% Reduce -3.8% 347,937 $14.3M
Cetera Investment Advisers 0.03% Add +183.2% 346,578 $14.2M
Keel Point, LLC 1.46% Add +12.1% 343,695 $14.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% No change 341,330 $14.0M
Coldstream Capital Management Inc. 0.34% Reduce -4.0% 325,818 $13.4M
Prudential PLC 0.11% Add +2.0% 322,350 $13.2M
Financiere des Professionnels - Fonds d'investissement inc. 1.05% No change 316,500 $13.0M
Diversify Advisory Services, LLC 0.76% — 312,771 $12.9M
Allianz SE 0.40% — 312,978 $12.9M
Stock Yards Bank & Trust Co. 0.41% Reduce -3.1% 301,520 $12.4M
Cowen and Company, LLC 0.48% New 297,745 $12.2M
BIP Wealth, LLC 0.89% Reduce -5.1% 295,235 $12.1M
Caisse de depot et placement du Quebec 0.03% Add +1.6% 290,222 $11.9M
Allen Investment Management, LLC 0.15% No change 288,538 $11.9M
Paloma Partners Management Co 2.44% Add +43.5% 282,720 $11.6M
Kestra Advisory Services, LLC 0.08% Add +18.0% 280,307 $11.5M
Victory Capital Management Inc. 0.01% No change 279,333 $11.5M
Freestone Capital Holdings, LLC 0.43% Reduce -0.8% 277,297 $11.4M
Cambridge Investment Research Advisors, Inc. 0.04% Add +1.5% 270,960 $11.1M
Marathon Trading Investment Management LLC 4.48% Add +1788.7% 268,925 $11.0M
SCS Capital Management LLC 0.23% Reduce -0.1% 265,661 $10.9M
NINE MASTS CAPITAL Ltd 7.66% New 265,500 $10.9M
Mercer Global Advisors Inc. 0.03% Reduce -12.4% 258,632 $10.7M
Citizens Financial Group Inc. 0.36% Add +2.6% 259,828 $10.7M
Jasper Ridge Partners, L.P. 0.33% Add +198.4% 254,150 $10.4M
Consolidated Investment Group LLC 1.68% No change 252,416 $10.4M
LGL Partners, LLC 1.71% Add +0.5% 248,735 $10.2M
Salomon & Ludwin, LLC 0.88% Add +3.3% 247,337 $10.2M
Resona Asset Management Co.,Ltd. 0.06% — 245,296 $10.1M
Bailard, Inc. 0.27% Add +0.8% 241,558 $9.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.11% Reduce -52.3% 240,144 $9.9M
Verger Capital Management LLC 4.99% Add +1.3% 237,762 $9.8M
Colton Groome Financial Advisors, LLC 3.88% Add +9.3% 235,291 $9.7M
Focus Partners Wealth 0.08% Add +20.8% 232,637 $9.6M
Cullen/Frost Bankers, Inc. 0.14% Reduce -12.1% 231,553 $9.5M
WealthBridge Investment Counsel Inc. 3.51% Reduce -4.0% 230,610 $9.5M
Moneta Group Investment Advisors LLC 0.15% Add +57.6% 227,558 $9.3M
New York State Common Retirement Fund 0.01% Reduce -3.3% 224,763 $9.2M
Retirement Financial Solutions, LLC 4.74% Add +12.0% 224,624 $9.2M
GLOBALT Investments LLC / GA 0.36% No change 222,455 $9.1M
Commerce Bank 0.06% Reduce -2.4% 220,942 $9.1M
Tower Research Capital LLC (TRC) 0.22% Add +31.1% 220,818 $9.1M
Bokf, NA 0.16% Reduce -21.0% 218,175 $9.0M
Mill Creek Capital Advisors, LLC 0.24% Reduce -6.5% 215,715 $8.9M
Dimension Capital Management LLC 1.76% Add +5.6% 215,210 $8.8M
Portland Global Advisors LLC 1.19% Reduce -4.9% 211,998 $8.7M
MAI Capital Management 0.09% Add +15.3% 211,448 $8.7M
Banque Pictet & Cie SA 0.09% Reduce -3.1% 207,372 $8.5M
Fiduciary Trust Co 0.13% Reduce -3.7% 205,514 $8.4M
Janney Montgomery Scott LLC 0.03% Add +20.8% 204,269 $8.4M
Vantage Financial Partners Ltd., Inc. 2.16% Reduce -0.0% 201,253 $8.3M
ExodusPoint Capital Management, LP 0.10% New 200,557 $8.2M
FFT Wealth Management LLC 0.71% Add +6.1% 199,500 $8.2M
Erste Asset Management GmbH 0.11% Reduce -2.5% 196,500 $8.1M
Blair William & Co. 0.03% Reduce -7.5% 195,112 $8.0M
Sei Investments Co. 0.01% Add +166.1% 194,338 $8.0M
Choreo, LLC 0.20% Reduce -41.5% 189,857 $7.8M
PFW Advisors LLC 2.38% Reduce -39.2% 189,251 $7.8M
Verdence Capital Advisors LLC 0.69% Reduce -11.0% 185,861 $7.6M
Lee Johnson Capital Management, LLC 3.88% New 181,678 $7.5M
US Financial Advisors, LLC 2.57% Add +4.1% 180,408 $7.4M
Arbor Investment Advisors, LLC 1.08% Reduce -1.6% 179,165 $7.4M
Inspire Trust Co, N.A. 4.09% Add +69.3% 178,334 $7.3M
Balyasny Asset Management L.P. 0.02% Reduce -14.8% 178,318 $7.3M
Mittelman Wealth Management 4.94% — 177,564 $7.3M
Metropolitan Life Insurance Co 0.32% No change 176,480 $7.2M
Buckingham Strategic Wealth, LLC 0.08% Add +0.9% 174,909 $7.2M
Greenfield FTC, Inc. 1.57% Reduce -34.1% 174,576 $7.2M
Syon Capital LLC 0.68% Reduce -0.7% 174,308 $7.2M
Banco Santander, S.A. 0.09% Add +10.3% 172,018 $7.1M
Willis Johnson & Associates, Inc. 0.61% Reduce -2.2% 171,374 $7.0M
Regal Investment Advisors LLC 0.48% Add +0.3% 170,258 $7.0M
Rwa Wealth Partners, LLC 0.09% Reduce -5.8% 170,066 $7.0M
BBJS Financial Advisors, LLC 2.46% Reduce -3.4% 168,160 $6.9M
Valeo Financial Advisors, LLC 0.25% Reduce -15.1% 169,469 $6.9M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +4.2% 166,745 $6.8M
Insigneo Advisory Services, LLC 0.80% Reduce -12.5% 164,296 $6.7M
Tiaa Trust, National Association 0.02% Reduce -2.3% 162,922 $6.7M
Partners Capital Investment Group, LLP 0.20% Reduce -33.0% 162,890 $6.7M
LMCG Investments, LLC 0.39% Add +0.0% 162,297 $6.7M
Whittier Trust Co. of Nevada Inc. 0.19% Reduce -1.3% 162,280 $6.7M
Allie Family Office LLC 3.90% Add +1.5% 158,378 $6.6M
Lido Advisors, LLC 0.06% Add +242.2% 158,752 $6.5M
Thrivent Financial for Lutherans 0.01% Reduce -20.5% 155,917 $6.4M
Townsquare Capital LLC 0.09% Add +46.6% 153,757 $6.3M
SVB Wealth LLC 0.14% Add +0.6% 152,691 $6.3M
Clear Creek Financial Management, LLC 0.79% Reduce -1.7% 150,717 $6.2M
Summit Trail Advisors, LLC 0.16% Add +2.1% 150,033 $6.2M
Trustmark Bank Trust Department 0.50% Reduce -0.3% 149,907 $6.2M
Renaissance Technologies 0.01% New 149,100 $6.1M
Linscomb Wealth, Inc. 0.31% Reduce -3.5% 148,690 $6.1M
TCTC Holdings, LLC 0.20% Add +3.5% 147,846 $6.1M
SteelPeak Wealth, LLC 0.31% Reduce -26.8% 147,807 $6.1M
Glenview Trust Co 0.13% Add +1.0% 146,935 $6.0M
NTV Asset Management LLC 0.92% Reduce -11.4% 146,303 $6.0M
Ilmarinen Mutual Pension Insurance Co 0.07% Reduce -64.9% 144,800 $5.9M
Brown Wealth Management, LLC 2.46% Add +111.5% 144,596 $5.9M
Three Bridge Wealth Advisors, LLC 2.31% Reduce -17.2% 142,874 $5.9M
Parallel Advisors, LLC 0.16% Reduce -2.1% 142,272 $5.8M
Avantax Advisory Services, Inc. 0.05% Add +4.1% 140,541 $5.8M
Staley Capital Advisers Inc. 0.26% Reduce -8.6% 138,050 $5.7M
Little House Capital LLC 1.86% Reduce -1.0% 136,486 $5.6M
Tandem Wealth Advisors LLC 3.07% Add +1.5% 136,231 $5.6M
Perigon Wealth Management, LLC 0.17% Reduce -17.8% 136,172 $5.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% New 136,000 $5.6M
Bedell Frazier Investment Counselling, LLC 1.39% Add +39.6% 135,469 $5.6M
Pinnacle Financial Group, LLC / IL 2.42% Add +10.6% 134,381 $5.5M
First Commonwealth Financial Corp 1.46% Add +13.6% 134,032 $5.5M
LBMC Investment Advisors, LLC 0.48% Reduce -2.1% 133,792 $5.5M
Azimuth Capital Investment Management LLC 0.23% Add +1.6% 133,610 $5.5M
RTD Financial Advisors, Inc. 0.73% Reduce -1.4% 132,545 $5.4M
First Financial Bank - Trust Division 0.52% Add +6.2% 132,456 $5.4M
Ballentine Partners, LLC 0.10% Reduce -6.3% 132,034 $5.4M
Stephens Inc. 0.08% Reduce -34.1% 131,698 $5.4M
CIBC Asset Management Inc 0.02% Add +28.5% 131,032 $5.4M
Central Bank & Trust Co. 0.77% Reduce -26.9% 130,681 $5.4M
DT Investment Partners, LLC 0.54% No change 129,704 $5.3M
Hancock Whitney Corp. 0.18% Reduce -14.7% 128,581 $5.3M
Castleark Management LLC 0.22% No change 126,100 $5.2M
Analyst IMS Investment Management Services Ltd. 0.22% Add +0.2% 125,655 $5.2M
REDW Wealth LLC 1.39% Add +36.0% 125,308 $5.1M
Heritage Wealth Advisors 0.23% Add +0.1% 121,740 $5.0M
Summit Wealth & Retirement Planning, Inc. 1.77% Add +6.1% 120,863 $5.0M
Whittier Trust Co. 0.07% Reduce -4.7% 120,811 $5.0M
Curi Capital, LLC 0.12% Reduce -5.4% 120,260 $4.9M
Wolverine Trading, LLC 0.05% Add +11.1% 120,175 $4.9M
Israel Discount Bank of New York 6.07% Reduce -39.0% 118,510 $4.9M
Bessemer Group Inc. 0.01% Add +6.0% 117,999 $4.8M
Lake Hills Wealth Management, LLC 4.35% Reduce -7.3% 117,778 $4.8M
Clarity Wealth Advisors, LLC 1.61% Add +8.2% 115,841 $4.8M
Brighton Jones LLC 0.17% Reduce -0.1% 115,758 $4.8M
AMG National Trust Bank 0.14% Reduce -5.7% 115,750 $4.8M
Cadence Wealth Management LLC 4.89% Reduce -0.3% 115,644 $4.8M
Two Sigma Securities, LLC 0.23% Add +25.3% 115,249 $4.7M
Callan Family Office, LLC 1.11% Add +7.3% 115,047 $4.7M
Harvest Investment Advisors, LLC 3.50% Reduce -0.1% 113,973 $4.7M
Schonfeld Strategic Advisors LLC 0.04% New 113,643 $4.7M
Rafferty Asset Management, LLC 0.02% Reduce -34.2% 113,247 $4.7M
J.W. Cole Advisors, Inc. 0.23% Add +24.2% 112,535 $4.6M
Tobias Financial Advisors, Inc. 1.04% Reduce -4.4% 112,085 $4.6M
Rathbones Group PLC 0.03% Reduce -0.8% 110,377 $4.5M
Synovus Financial Corp. 0.06% Reduce -23.7% 109,231 $4.5M
Simmons Bank 0.34% Reduce -8.6% 108,942 $4.5M
LSP Investment Advisors, LLC 2.41% No change 108,830 $4.5M
1ST Source Bank 0.26% Reduce -19.4% 108,428 $4.5M
Geneos Wealth Management Inc. 0.20% Reduce -4.6% 108,365 $4.5M
Country Club Bank 0.31% Reduce -6.8% 108,334 $4.5M
Robertson Stephens Wealth Management, LLC 0.24% Add +5.7% 106,700 $4.4M
Healthcare of Ontario Pension Plan Trust Fund 0.02% No change 106,300 $4.4M
Edmond DE Rothschild Holding S.A. 0.07% Reduce -6.9% 106,253 $4.4M
PKO Investment Management Joint-Stock Co 0.52% Reduce -80.5% 104,869 $4.3M
T. Rowe Price Associates Inc. 0.00% Add +107.8% 104,802 $4.3M
Focus Partners Advisor Solutions, LLC 0.12% Add +147.4% 103,159 $4.2M
Baron Financial Group, LLC 2.60% Reduce -0.8% 102,499 $4.2M
Private Portfolio Partners LLC 0.88% Add +5.6% 102,365 $4.2M
Pine Valley Investments Ltd Liability Co 0.32% Add +15.2% 100,806 $4.1M
New Vernon Capital Holdings II LLC 2.13% Reduce -20.6% 100,214 $4.1M
Westport Asset Management Inc. 2.05% No change 100,000 $4.1M
Allstate Corp. 0.29% New 99,965 $4.1M
International City Management Association Retirement Corp 3.43% No change 99,782 $4.1M
Corepath Wealth Partners LLC 4.52% Reduce -51.8% 100,594 $4.1M
GTS Securities LLC 0.11% Reduce -64.3% 99,327 $4.1M
Marshall & Sullivan Inc. 1.99% Add +2.4% 97,898 $4.0M
Earnest Partners LLC 0.02% No change 97,464 $4.0M
Axxcess Wealth Management, LLC 0.11% Add +1784.7% 97,043 $4.0M
Horizon Bancorp Inc. 1.90% Add +28.9% 96,906 $4.0M
Bridges Investment Management Inc. 0.12% Reduce -5.8% 96,763 $4.0M
Mma Asset Management LLC 1.87% Add +11.9% 93,935 $4.0M
All Terrain Financial Advisors, LLC 1.71% Reduce -2.1% 96,574 $4.0M
Prospera Financial Services Inc 0.12% Reduce -11.4% 95,839 $3.9M
EP Wealth Advisors, LLC 0.05% Reduce -2.4% 95,372 $3.9M
City Holding Co. 0.58% Reduce -3.9% 94,668 $3.9M
NBT Bank, N.A. 0.28% Reduce -0.9% 94,555 $3.9M
Mirabaud & Cie SA 1.36% Reduce -7.4% 93,188 $3.8M
Private Advisor Group, LLC 0.03% Reduce -7.4% 92,888 $3.8M
Brown Advisory Inc. 0.01% Reduce -0.6% 91,123 $3.7M
Modera Wealth Management, LLC 0.06% Reduce -0.8% 90,506 $3.7M
Fluent Financial, LLC 2.05% Add +3.8% 90,245 $3.7M
Midwest Professional Planners, LTD. 1.30% Add +288.3% 90,174 $3.7M
Avantax Planning Partners, Inc. 0.12% Reduce -14.4% 88,761 $3.6M
Savant Capital, LLC 0.04% Add +1.7% 88,696 $3.6M
D.A. Davidson & Co. 0.03% Reduce -54.2% 88,620 $3.6M
Prism Advisors, Inc. 1.09% No change 88,106 $3.6M
OneDigital Investment Advisors LLC 0.06% Reduce -29.7% 87,976 $3.6M
Varma Mutual Pension Insurance Co 0.03% Reduce -89.6% 86,517 $3.6M
Voya Investment Management LLC 0.00% Add +147.7% 86,112 $3.5M
IronBridge Private Wealth, LLC 1.46% Reduce -42.3% 85,504 $3.5M
Widmann Financial Services, Inc. 2.94% Add +4.8% 85,204 $3.5M
Fiera Capital Corp 0.01% Reduce -0.0% 84,938 $3.5M
CW Advisors, LLC 0.06% Reduce -51.8% 84,844 $3.5M
Financial Synergies Wealth Advisors, Inc. 0.46% Reduce -8.0% 84,838 $3.5M
Blue Fin Capital, Inc. 0.76% Reduce -2.1% 83,160 $3.4M
Allspring Global Investments Holdings, LLC 0.01% Reduce -28.8% 82,899 $3.4M
Oldfather Financial Services, LLC 1.40% Add +4.7% 82,883 $3.4M
JSF Financial, LLC 1.06% Reduce -36.8% 82,525 $3.4M
Asset Management Group, Inc. 0.51% Reduce -0.8% 82,031 $3.4M
Calamos Wealth Management LLC 0.19% No change 81,584 $3.4M
Aries Wealth Management 1.07% Add +29.1% 80,996 $3.3M
Bluespring Wealth Management, LLC 0.36% Reduce -6.2% 79,770 $3.3M
SP Asset Management LLC 0.30% Reduce -13.8% 79,523 $3.3M
Oppenheimer & Co. Inc. 0.05% Reduce -23.9% 78,187 $3.2M
Yousif Capital Management, LLC 0.04% Add +0.8% 77,983 $3.2M
Beacon Pointe Advisors, LLC 0.04% Reduce -6.8% 77,593 $3.2M
Toronto Dominion Bank 0.01% Reduce -79.3% 77,418 $3.2M
Aveo Capital Partners, LLC 0.34% Reduce -1.5% 73,130 $3.1M
Atria Wealth Solutions, Inc. 0.04% Reduce -4.2% 75,380 $3.1M
Fiducient Advisors LLC 0.60% Add +796.0% 74,346 $3.1M
EWG Elevate Inc. 1.16% Add +5.3% 74,323 $3.1M
First Heartland Consultants, Inc. 0.31% Add +450.6% 73,769 $3.0M
Scotia Capital Inc. 0.02% Add +1.2% 73,724 $3.0M
NewEdge Advisors, LLC 0.03% Add +48.3% 72,650 $3.0M
Edge Capital Group, LLC 0.15% Reduce -22.8% 72,418 $3.0M
Global Retirement Partners, LLC 0.11% Add +25.6% 72,400 $3.0M
Raymond James Trust N.A. 0.07% Reduce -4.4% 71,850 $3.0M
Laird Norton Wetherby Wealth Management, LLC 0.14% Reduce -4.2% 71,295 $2.9M
Lincoln National Corp. 0.04% Add +13.5% 70,226 $2.9M
Bremer Bank National Association 0.53% Reduce -34.2% 70,047 $2.9M
Integrated Wealth Concepts LLC 0.04% Reduce -1.5% 70,037 $2.9M
Wilmington Savings Fund Society, FSB 0.11% — 69,973 $2.9M
Foundation Wealth Management, LLC 2.34% Reduce -2.5% 69,758 $2.9M
Sowell Financial Services LLC 0.13% Reduce -4.0% 69,473 $2.9M
Efficient Advisors, LLC 0.18% Reduce -4.3% 69,162 $2.8M
Urban Financial Advisory Corp 1.74% Reduce -0.1% 69,112 $2.8M
Hoge Financial Services, LLC 2.32% Add +19.1% 69,039 $2.8M
Summit Financial Group, Inc. 1.01% Reduce -16.3% 68,929 $2.8M
Independence Bank of Kentucky 0.83% Reduce -2.1% 67,290 $2.8M
Full Sail Capital, LLC 0.19% Reduce -0.1% 66,650 $2.7M
Fifth Third Securities, Inc. 0.27% Add +0.8% 66,555 $2.7M
Moore Capital Management, LP 0.06% Reduce -97.4% 65,500 $2.7M
Venture Visionary Partners LLC 0.13% Reduce -10.1% 64,993 $2.7M
Hunting Hill Global Capital, LLC 1.56% Add +171.6% 64,837 $2.7M
Pure Financial Advisors, LLC 0.08% Reduce -1.3% 64,483 $2.6M
Equitable Holdings, Inc. 0.03% Reduce -18.7% 64,060 $2.6M
BNP Paribas 0.12% — 64,059 $2.6M
Waters Parkerson & Co., LLC 0.13% Reduce -4.0% 63,490 $2.6M
Bank of Hawaii 0.13% Reduce -0.8% 63,432 $2.6M
Howland Capital Management LLC 0.13% Reduce -31.9% 63,168 $2.6M
NS Partners Ltd 0.12% New 63,150 $2.6M
Meridian Wealth Management, LLC 0.43% Reduce -0.2% 62,848 $2.6M
Agf Management Ltd. 0.01% Reduce -3.8% 62,685 $2.6M
Vance Wealth, LLC 1.02% Reduce -24.8% 62,374 $2.6M
Smithfield Trust Co 0.14% Reduce -6.7% 62,149 $2.6M
Alliancebernstein L.P. 0.00% Add +6.1% 61,875 $2.5M
Parcion Private Wealth LLC 0.22% No change 61,799 $2.5M
Wilbanks Smith & Thomas Asset Management LLC 0.07% Reduce -11.8% 61,485 $2.5M
Fort Point Capital Partners LLC 0.34% Reduce -7.3% 61,208 $2.5M
EFG Asset Management (Americas) Corp. 0.75% Reduce -58.9% 60,277 $2.5M
Ashton Thomas Private Wealth, LLC 0.14% Reduce -3.0% 60,169 $2.5M
Allen Mooney & Barnes Investment Advisors LLC 0.47% Reduce -0.8% 59,502 $2.5M
Prime Capital Investment Advisors, LLC 0.03% Add +147.2% 60,031 $2.5M
HB Wealth Management, LLC 0.03% Reduce -11.7% 59,944 $2.5M
Evoke Wealth, LLC 0.07% New 59,240 $2.4M
Prelude Capital Management, LLC 0.17% Add +815.8% 59,204 $2.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Reduce -8.6% 59,175 $2.4M
Chicago Partners Investment Group LLC 0.10% Reduce -0.6% 59,790 $2.4M
Abacus Planning Group, Inc. 0.47% Reduce -6.0% 58,603 $2.4M
Cibc World Markets Corp. 0.02% Add +51.9% 58,423 $2.4M
NorthCrest Asset Manangement, LLC 0.08% Reduce -2.2% 58,380 $2.4M
BSW Wealth Partners 0.40% Reduce -9.2% 57,915 $2.4M
MassMutual Private Wealth & Trust, FSB 0.07% Add +7.2% 57,836 $2.4M
United Capital Financial Advisors, LLC 0.02% Reduce -7.2% 57,721 $2.4M
Balanced Wealth Group LLC 1.05% Add +0.3% 55,780 $2.4M
Aspiriant, LLC 0.10% Reduce -18.6% 57,343 $2.4M
Oppenheimer Asset Management Inc. 0.03% Reduce -2.3% 57,327 $2.4M
Connecticut Wealth Management, LLC 0.12% Reduce -11.8% 56,720 $2.3M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -18.2% 56,640 $2.3M
PEAK6 Investments LLC 0.11% New 56,420 $2.3M
Brevan Howard Capital Management LP 0.22% Reduce -6.2% 56,290 $2.3M
Foster & Motley Inc. 0.16% Reduce -0.3% 55,882 $2.3M
First Foundation Advisors 0.09% Reduce -7.5% 55,706 $2.3M
Federation des caisses Desjardins du Quebec 0.02% Reduce -2.5% 54,889 $2.3M
Institute for Wealth Management, LLC. 0.29% Add +0.7% 53,827 $2.2M
Weil Company, Inc. 0.87% Reduce -35.1% 53,398 $2.2M
Steward Partners Investment Advisory, LLC 0.02% Add +29.2% 53,196 $2.2M
Litman Gregory Wealth Management LLC 0.20% Reduce -2.3% 52,871 $2.2M
Rakuten Investment Management, Inc. 0.02% No change 52,844 $2.2M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -0.4% 52,654 $2.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.05% No change 52,420 $2.2M
Running Point Capital Advisors, LLC 0.96% No change 52,370 $2.2M
Providence First Trust Co 0.92% Reduce -0.1% 51,610 $2.1M
SlateStone Wealth, LLC 0.21% Reduce -60.6% 51,483 $2.1M
River Wealth Advisors LLC 0.31% Reduce -24.4% 51,330 $2.1M
Sachem Hill LLC 0.49% Reduce -0.4% 50,959 $2.1M
Spire Wealth Management 0.04% Add +3.0% 50,823 $2.1M
Richard W. Paul & Associates, LLC 0.83% Add +11.9% 50,812 $2.1M
Waverly Advisors, LLC 0.05% Add +22.7% 50,782 $2.1M
Independent Financial Group, LLC 0.10% Add +17.5% 50,384 $2.1M
First Interstate Bank 0.14% Reduce -42.1% 50,183 $2.1M
Crestone Asset Management LLC 0.41% Reduce -22.1% 50,013 $2.1M
Lake Street Advisors Group, LLC 0.10% Reduce -25.1% 49,844 $2.0M
Rehmann Capital Advisory Group 0.15% Reduce -2.2% 49,746 $2.0M
Family Firm, Inc. 0.49% Add +4.3% 49,337 $2.0M
First National Trust Co 0.08% Add +181.0% 48,807 $2.0M
Grove Bank & Trust 0.34% Add +1.0% 48,741 $2.0M
Solstein Capital, LLC 1.38% Add +9.6% 48,539 $2.0M
Nepc LLC 0.07% Add +1.0% 48,498 $2.0M
Quest Investment Management LLC 0.22% Reduce -12.7% 48,320 $2.0M
NorthCoast Asset Management LLC 0.03% New 48,250 $2.0M
Ieq Capital, LLC 0.03% Reduce -3.0% 48,197 $2.0M
StoneX Group Inc. 0.18% Add +24.4% 48,066 $2.0M
Fogel Capital Management, Inc. 1.15% Reduce -0.8% 45,943 $2.0M
Unionview, LLC 1.59% Reduce -5.1% 46,868 $1.9M
Jump Financial, LLC 0.05% Reduce -54.6% 46,723 $1.9M
HFG Advisors, Inc. 1.68% Add +21.5% 46,191 $1.9M
Valmark Advisers, Inc. 0.03% Reduce -1.5% 46,167 $1.9M
Tiemann Investment Advisors, LLC 0.84% Reduce -2.9% 45,602 $1.9M
First Merchants Corp. 0.14% Add +2.8% 45,565 $1.9M
Stelac Advisory Services LLC 0.87% No change 45,208 $1.9M
PACK Private Wealth, LLC 1.17% Reduce -37.5% 45,197 $1.9M
Teilinger Capital Ltd. 0.79% New 45,000 $1.8M
Qtron Investments LLC 0.26% New 44,260 $1.8M
Amundi 0.00% Add +53.7% 45,500 $1.8M
Mather Group, Llc. 0.03% Add +0.5% 45,047 $1.8M
Washington Trust Bank 0.17% Reduce -62.1% 44,021 $1.8M
Lyell Wealth Management, LP 0.18% Reduce -23.4% 44,013 $1.8M
First Financial Bankshares Inc 0.04% Reduce -6.2% 43,894 $1.8M
Harbour Investments, Inc. 0.06% Add +23.4% 43,610 $1.8M
Fulton Bank, N.A. 0.07% Reduce -1.7% 43,536 $1.8M
Legacy Trust 0.44% Reduce -3.0% 43,362 $1.8M
Kowal Investment Group, LLC 0.39% Reduce -3.4% 43,390 $1.8M
Guidance Capital, Inc. 0.65% Add +68.3% 44,067 $1.8M
Sunbelt Securities, Inc. 0.20% Add +12.3% 43,058 $1.8M
Clifford Swan Investment Counsel LLC 0.07% No change 42,785 $1.8M
Financial Counselors Inc. 0.03% Reduce -13.5% 42,479 $1.7M
Gryphon Financial Partners LLC 0.30% Add +2.8% 42,365 $1.7M
Penobscot Investment Management Company, Inc. 0.18% Reduce -23.8% 42,364 $1.7M
Mandatum Life Insurance Co Ltd 0.58% No change 42,083 $1.7M
Arrien Investments, Inc. 1.36% New 41,827 $1.7M
Jefferies Financial Group Inc. 0.04% Reduce -75.3% 41,779 $1.7M
Cwm, LLC 0.01% Add +51.0% 41,560 $1.7M
Pinebridge Investments, L.P. 0.01% Reduce -3.3% 41,531 $1.7M
Udine Wealth Management, Inc. 1.17% New 41,444 $1.7M
Atlas Brown,Inc. 0.61% Reduce -0.8% 40,948 $1.7M
RFG Advisory, LLC 0.06% Add +7.9% 40,863 $1.7M
Wealthspire Advisors, LLC 0.02% Reduce -2.8% 40,817 $1.7M
Morris Financial Concepts, Inc. 0.86% Reduce -12.6% 40,802 $1.7M
Rockland Trust Co. 0.09% Reduce -5.0% 40,649 $1.7M
Cliffwater LLC 0.45% No change 40,400 $1.7M
Composition Wealth, LLC 0.04% Add +1.0% 40,348 $1.7M
Viewpoint Capital Management LLC 1.04% Add +0.1% 39,671 $1.6M
Heritage Investors Management Corp. 0.06% Add +0.0% 39,623 $1.6M
Capital Group Private Client Services, Inc. 0.02% Reduce -9.6% 39,155 $1.6M
Farmers & Merchants Investments Inc. 0.05% No change 38,972 $1.6M
Northeast Investment Management 0.08% Reduce -1.5% 38,954 $1.6M
Wealthcare Advisory Partners LLC 0.05% Add +18.0% 38,707 $1.6M
Ziegler Capital Management, LLC 0.06% No change 38,529 $1.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -0.2% 38,346 $1.6M
Smith, Moore & Co. 0.17% Reduce -4.1% 38,281 $1.6M
ERn Financial, LLC 0.27% Reduce -2.0% 38,127 $1.6M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -6.3% 37,951 $1.6M
Birch Hill Investment Advisors LLC 0.08% Reduce -6.8% 37,929 $1.6M
Manchester Capital Management LLC 0.19% No change 37,811 $1.6M
Pathway Financial Advisors LLC 0.41% Reduce -4.4% 37,355 $1.5M
Capital Investment Advisors, LLC 0.04% Reduce -4.2% 37,219 $1.5M
Peapack Gladstone Financial Corp. 0.02% Add +1.6% 37,151 $1.5M
Aureus Asset Management, LLC 0.10% No change 36,825 $1.5M
Ramsay, Stattman, Vela & Price, Inc. 0.29% Add +1.9% 36,816 $1.5M
Abbrea Capital, LLC 0.20% Reduce -19.0% 36,757 $1.5M
Johnson Investment Counsel Inc. 0.02% Add +0.2% 36,697 $1.5M
Bradley Foster & Sargent Inc. 0.03% Reduce -13.8% 36,554 $1.5M
Raffa Wealth Management, LLC 0.44% Add +3146.7% 36,330 $1.5M
Harbor Advisory Corp. 0.51% No change 36,314 $1.5M
Beaumont Financial Advisors, LLC 0.12% Reduce -10.0% 36,181 $1.5M
Park Avenue Securities LLC 0.02% Add +33.8% 35,853 $1.5M
Farmers Trust Co. 0.30% Add +14.5% 35,689 $1.5M
Sequoia Financial Advisors, LLC 0.02% Reduce -0.7% 35,526 $1.5M
Boyd Watterson Asset Management LLC 0.53% No change 35,325 $1.5M
BLB&B Advisors, LLC 0.08% Add +3.5% 35,220 $1.4M
JFS Wealth Advisors, LLC 0.11% Reduce -0.7% 35,193 $1.4M
Dominguez Wealth Management Solutions, Inc. 1.14% Add +3.0% 35,177 $1.4M
Fund Evaluation Group, LLC 0.09% Reduce -6.3% 35,106 $1.4M
FF Advisors,LLC 1.00% No change 35,065 $1.4M
Belpointe Asset Management LLC 0.11% Reduce -7.4% 35,060 $1.4M
Sumitomo Mitsui Financial Group, Inc. 0.04% Add +12.3% 34,999 $1.4M
Advisory Services Network, LLC 0.03% Reduce -4.5% 34,815 $1.4M
Del-Sette Capital Management, LLC 1.17% Reduce -67.6% 34,668 $1.4M
Evergreen Capital Management LLC 0.05% No change 34,552 $1.4M
Smith Chas P & Associates Pa Cpas 0.09% New 34,542 $1.4M
Integrated Investment Consultants, LLC 0.39% Add +8.2% 34,511 $1.4M
Canton Hathaway, LLC 0.38% No change 34,485 $1.4M
SpiderRock Advisors, LLC 0.05% — 34,566 $1.4M
Sentinel Trust Co. Lba 0.18% Reduce -4.2% 34,207 $1.4M
BluePointe Capital Management, LLC 0.96% Add +2.8% 34,132 $1.4M
Financial Engines Advisors L.L.C. 0.00% Reduce -16.3% 34,046 $1.4M
IFG Advisory, LLC 0.10% Reduce -3.3% 33,941 $1.4M
Atticus Wealth Management, LLC 0.46% Add +5.4% 33,935 $1.4M
Invictus Private Wealth, LLC 0.12% Reduce -57.3% 33,705 $1.4M
Leo Wealth, LLC 0.14% Add +33.0% 33,508 $1.4M
O'Dell Group, LLC 0.34% Reduce -24.2% 33,401 $1.4M
Highland Capital Management, LLC 0.08% Reduce -0.1% 33,217 $1.4M
Hoylecohen, LLC 0.10% Reduce -14.7% 33,133 $1.4M
Patten & Patten Inc. 0.10% Reduce -26.4% 33,095 $1.4M
Glen Eagle Advisors, LLC 0.26% Reduce -1.8% 33,001 $1.4M
Colorado Capital Management, Inc. 0.78% Reduce -0.4% 32,935 $1.4M
LBJ Family Wealth Advisors, Ltd. 0.86% No change 32,828 $1.3M
Moneda S.A. Administradora General de Fondos 0.76% Reduce -10.3% 32,791 $1.3M
Hoxton Planning & Management, LLC 0.64% Reduce -7.2% 32,740 $1.3M
Boston Financial Mangement LLC 0.04% No change 32,648 $1.3M
Vista Finance, LLC 3.34% New 32,401 $1.3M
Wellington Management Group LLP 0.00% Reduce -19.0% 32,188 $1.3M
Truepoint, Inc. 0.04% Reduce -13.2% 32,165 $1.3M
Clarus Wealth Advisors 0.75% Add +1.7% 32,013 $1.3M
Signaturefd, LLC 0.03% No change 32,042 $1.3M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -1.5% 32,033 $1.3M
Prio Wealth Limited Partnership 0.04% Add +10.5% 31,385 $1.3M
Argent Trust Co 0.06% Add +6.3% 31,249 $1.3M
Colony Family Offices, LLC 0.41% No change 31,165 $1.3M
Private Trust Co. NA 0.14% Add +9.7% 31,073 $1.3M
Mycio Wealth Partners, LLC 0.32% Reduce -9.7% 30,993 $1.3M
Prosperity Planning, Inc. 0.62% Add +3.1% 30,944 $1.3M
Next Capital Management LLC 0.51% No change 30,411 $1.2M
Bar Harbor Wealth Management 0.08% Reduce -1.7% 30,411 $1.2M
Channel Wealth LLC 0.50% Reduce -42.3% 30,119 $1.2M
Aspect Partners, LLC 0.98% Add +61.4% 30,107 $1.2M
Atria Investments, Inc 0.02% Reduce -15.6% 29,972 $1.2M
GoalVest Advisory LLC 0.41% Add +4.4% 29,934 $1.2M
Parisi Gray Wealth Management 0.46% Reduce -10.3% 29,733 $1.2M
Clearstead Advisors, LLC 0.06% Reduce -39.8% 27,862 $1.2M
Allworth Financial LP 0.01% Reduce -4.1% 28,757 $1.2M
Retirement Income Solutions, Inc. 0.27% Reduce -23.3% 28,757 $1.2M
Roof Eidam Maycock Peralta, LLC 0.32% Add +1.4% 28,660 $1.2M
Evercore Wealth Management, LLC 0.02% Reduce -17.9% 28,503 $1.2M
Red Tortoise LLC 0.65% No change 28,349 $1.2M
Crewe Advisors LLC 0.14% Reduce -25.5% 28,314 $1.2M
Heritage Trust Co 0.16% No change 28,237 $1.2M
Orion Porfolio Solutions, LLC 0.01% Add +4.2% 28,234 $1.2M
Orion Portfolio Solutions, LLC 0.01% Add +4.2% 28,234 $1.2M
Rothschild & Co Wealth Management UK Ltd 0.02% No change 28,100 $1.2M
Affiance Financial, LLC 0.31% Reduce -0.4% 28,082 $1.2M
First Hawaiian Bank 0.04% No change 27,977 $1.1M
Walleye Capital LLC 0.01% Add +107.5% 27,828 $1.1M
Exencial Wealth Advisors, LLC 0.04% Reduce -26.1% 27,714 $1.1M
Magnus Financial Group LLC 0.13% Reduce -4.6% 27,460 $1.1M
Obermeyer Wealth Partners 0.07% Add +4.1% 27,443 $1.1M
HBK Sorce Advisory LLC 0.04% Add +1.5% 27,314 $1.1M
First Bank & Trust 0.23% No change 26,947 $1.1M
Flagship Harbor Advisors, LLC 0.07% Reduce -6.8% 26,663 $1.1M
Evolution Wealth Advisors, LLC 0.21% No change 26,560 $1.1M
Elevation Point Wealth Partners, LLC 0.08% Reduce -4.4% 26,501 $1.1M
Independent Family Office, LLC 0.58% Reduce -28.6% 26,349 $1.1M
Simon Quick Advisors, LLC 0.08% Reduce -63.0% 26,215 $1.1M
Cedar Brook Financial Partners, LLC 0.21% Reduce -0.8% 26,211 $1.1M
Cyndeo Wealth Partners, LLC 0.09% Reduce -44.9% 26,138 $1.1M
Certuity, LLC 0.10% Add +7.1% 26,082 $1.1M
Marble Harbor Investment Counsel, LLC 0.12% Reduce -7.4% 26,000 $1.1M
Crescent Grove Advisors, LLC 0.11% Reduce 0.0% 25,989 $1.1M
GM Advisory Group, LLC 0.07% New 25,845 $1.1M
Osborne Partners Capital Management, LLC 0.07% Reduce -67.0% 25,801 $1.1M
Avidian Wealth Enterprises, LLC 0.06% Reduce -0.6% 25,799 $1.1M
BTG Pactual Global Asset Management Ltd 0.34% New 25,720 $1.1M
Northwest Wealth Management, LLC 0.29% Reduce -12.9% 25,668 $1.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -11.6% 25,478 $1.0M
Sageworth Trust Co 0.07% No change 25,330 $1.0M
B. Riley Wealth Advisors, Inc. 0.03% Add +28.1% 27,413 $1.0M
Samalin Investment Counsel, LLC 0.49% Reduce -2.6% 25,282 $1.0M
DBK Financial Counsel, LLC 1.09% Reduce -4.8% 25,237 $1.0M
XML Financial, LLC 0.11% Reduce -9.6% 25,117 $1.0M
Nwam LLC 0.08% Reduce -14.7% 24,811 $1.0M
Sonata Capital Group Inc. 0.47% Reduce -3.9% 24,885 $1.0M
Beacon Bridge Wealth Partners, LLC 0.48% Reduce -34.6% 24,859 $1.0M
Washington Trust Advisors, Inc. 0.09% No change 24,804 $1.0M
Glass Jacobson Investment Advisors llc 0.38% Add +4.2% 24,761 $1.0M
Sierra Summit Advisors LLC 0.28% No change 24,750 $1.0M
Whitaker-Myers Wealth Managers, LTD. 0.43% Add +43.7% 24,710 $1.0M
Regis Management CO LLC 0.31% No change 24,604 $1.0M
Johnson & White Wealth Management, LLC 0.73% Add +24.8% 24,453 $1.0M
Caz Investments LP 2.01% No change 24,361 $1.0M
NWF Advisory Services Inc. 0.17% Reduce -1.2% 24,324 $999K
Embree Financial Group 0.20% Reduce -42.8% 24,298 $998K
Tacita Capital Inc 0.69% No change 24,275 $997K
Security Financial Services, INC. 0.22% Reduce -4.2% 24,122 $991K
Evanson Asset Management, LLC 0.07% No change 24,060 $988K
Forvis Mazars Wealth Advisors, LLC 0.03% Add +79.9% 24,009 $986K
TD Private Client Wealth LLC 0.03% Add +61.3% 24,006 $986K
Daymark Wealth Partners, LLC 0.05% Add +2.3% 23,950 $984K
Tocqueville Asset Management L.P. 0.02% No change 23,803 $978K
LaSalle St. Investment Advisors, LLC 0.55% Add +16.0% 23,683 $972K
Kestra Private Wealth Services, LLC 0.02% Reduce -8.6% 23,550 $967K
Tortoise Investment Management, LLC 0.12% Reduce -2.3% 23,423 $962K
Webster Bank, N. A. 0.11% Reduce -1.1% 23,238 $955K
Merit Financial Group, LLC 0.02% Add +36.5% 22,387 $951K
First National Bank Sioux Falls 0.52% No change 23,099 $949K
Twin Focus Capital Partners, LLC 0.18% No change 23,037 $946K
Afg Fiduciary Services Limited Partnership 0.70% No change 22,591 $944K
Matisse Capital 0.45% Add +59.0% 22,951 $943K
Ghe, LLC 0.43% No change 22,793 $936K
Annandale Capital, LLC 0.21% No change 22,750 $935K
Bear Mountain Capital, Inc. 0.40% Reduce -6.7% 23,359 $928K
First Horizon Advisors, Inc. 0.03% Reduce -1.8% 22,566 $927K
Select Asset Management & Trust 0.38% Add +12.8% 22,550 $926K
Compagnie Lombard Odier SCmA 0.02% Reduce -33.9% 22,489 $924K
Pineridge Advisors LLC 0.32% Add +0.5% 22,324 $917K
Strategic Wealth Partners Group, LLC 0.10% Reduce -10.3% 22,185 $911K
Calton & Associates, Inc. 0.44% Reduce -7.0% 22,022 $905K
Wesbanco Bank Inc. 0.03% Add +22.0% 21,843 $897K
Capital Planning Advisors, LLC 0.16% Reduce -62.2% 21,747 $893K
RiverGlades Family Offices LLC 0.71% Reduce -12.5% 21,062 $893K
World Investment Advisors 0.13% Reduce -33.8% 17,018 $892K
Cardiff Park Advisors, LLC 0.08% Reduce -3.5% 21,638 $889K
KMG Fiduciary Partners, LLC 0.09% Add +0.3% 21,627 $888K
Cutler Group LLC / CA 0.45% Reduce -58.1% 21,615 $887K
Hexagon Capital Partners LLC 0.20% Reduce -22.9% 21,574 $886K
St. Louis Trust Co 0.14% Add +12.7% 21,520 $884K
Pinion Investment Advisors, LLC 0.46% Add +4.4% 21,499 $883K
Lionsbridge Wealth Management LLC 0.68% Reduce -0.9% 21,371 $878K
Mission Wealth Management, LP 0.02% Reduce -1.0% 21,256 $873K
Welch & Forbes LLC 0.01% Reduce -19.7% 21,212 $871K
Two Sigma Investments, LP 0.00% New 21,179 $870K
Bulltick Wealth Management, LLC 0.18% Reduce -30.4% 21,050 $865K
Apollon Wealth Management, LLC 0.03% Reduce -1.7% 20,874 $858K
Roble, Belko & Company, Inc 0.14% No change 20,519 $843K
Cedar Wealth Management, LLC 0.28% No change 20,417 $839K
Stratos Wealth Advisors, LLC 0.05% Reduce -26.9% 20,376 $837K
Noesis Capital Mangement Corp. 0.19% Reduce -0.8% 20,336 $835K
Coulter & Justus Financial Services, LLC 0.19% New 20,336 $835K
Bridgewater Advisors Inc. 0.12% Reduce -8.5% 20,104 $826K
Gratus Capital, LLC 0.04% Add +3.1% 20,100 $826K
RBF Capital, LLC 0.05% No change 20,000 $822K
Sovereign Financial Group, Inc. 0.22% Reduce -29.2% 19,968 $820K
Well Done, LLC 0.16% Reduce -1.4% 19,959 $820K
DGS Capital Management, LLC 0.23% Add +235.2% 19,788 $813K
Brand Asset Management Group, Inc. 0.35% No change 19,750 $811K
Procyon Advisors, LLC 0.06% Reduce -0.7% 19,695 $809K
Resolute Advisors LLC 0.15% No change 19,383 $796K
Global Trust Asset Management, LLC 0.33% Reduce -5.8% 19,350 $795K
Edge Financial Advisors LLC 0.70% — 19,322 $793K
Carret Asset Management, LLC 0.09% Add +45.8% 19,267 $792K
DB Fitzpatrick & Co, Inc 0.73% Reduce -6.9% 19,245 $791K
MMBG Investment Advisors Co. 0.08% No change 19,239 $790K
CM Wealth Advisors LLC 0.23% Add +14.6% 18,653 $788K
Old National Bancorp 0.02% Reduce -2.9% 19,184 $788K
Fsa Wealth Partners, Inc. 0.20% Add +33.4% 19,122 $786K
Westshore Wealth, LLC 0.33% Add +10.3% 19,093 $784K
Appleton Partners Inc. 0.06% Reduce -4.6% 18,991 $780K
Whalerock Point Partners, LLC 0.22% No change 18,986 $780K
Van Hulzen Asset Management, LLC 0.05% Reduce -3.3% 18,903 $777K
Beirne Wealth Consulting Services, LLC 0.33% Reduce -29.7% 18,882 $776K
&partners 0.11% Add +1.1% 18,625 $765K
CIC Wealth, LLC 0.22% Reduce -1.7% 18,609 $764K
Intellectus Partners, LLC 0.20% Reduce -7.0% 18,583 $763K
Boothe Investment Group, Inc. 0.39% Add +3.5% 18,573 $763K
Principal Securities, Inc. 0.02% Reduce -20.4% 18,568 $763K
Private Wealth Group, LLC 0.40% No change 18,568 $763K
JMG Financial Group, Ltd. 0.03% Reduce -10.6% 18,476 $759K
Cordgrass Capital Advisors, LLC 0.24% Add +2.8% 18,461 $758K
Crestwood Advisors Group, LLC 0.02% Reduce -6.9% 18,373 $755K
Everett Harris & Co. 0.01% No change 18,340 $753K
AQR Capital Management 0.00% Reduce -0.4% 18,240 $749K
E&G Advisors, LLC 0.23% Reduce -0.0% 18,194 $747K
CreativeOne Wealth, LLC 0.03% Reduce -5.7% 18,122 $744K
Fidelis Capital Partners, LLC 0.11% No change 18,100 $744K
Arcus Capital Partners, LLC 0.23% No change 17,972 $738K
Schroder Investment Management Group 0.00% Reduce -19.9% 18,000 $737K
Gladstone Institutional Advisory LLC 0.04% Reduce -11.2% 17,892 $735K
Perritt Capital Management Inc 0.40% Reduce -16.6% 17,819 $732K
Advisor Resource Council 0.31% Reduce -46.8% 18,139 $730K
Aerodigm Wealth, LLC 0.29% Reduce -50.0% 17,519 $720K
DAVENPORT & Co LLC 0.00% Reduce -8.8% 17,423 $716K
Carolinas Wealth Consulting LLC 0.14% Add +25.3% 17,347 $713K
Angeles Wealth Management, LLC 0.07% Reduce -30.2% 17,254 $709K
Klingman & Associates, LLC 0.05% Add +1.5% 17,171 $705K
IHT Wealth Management, LLC 0.03% Reduce -53.8% 17,161 $705K
Vanguard Group Inc. 0.00% Reduce -1.0% 17,090 $702K
Neuberger Berman Group LLC 0.00% Reduce -10.7% 16,995 $698K
YHB Investment Advisors, Inc. 0.06% Reduce -3.5% 16,994 $698K
North Star Investment Management Corp. 0.05% Add +8.8% 16,903 $694K
Franklin, Parlapiano, Turner & Welch, LLC 0.19% Reduce -5.7% 16,849 $692K
Strid Group, LLC 0.12% Reduce -20.4% 16,827 $691K
Financial Planning & Information Services, Inc. 0.10% Reduce -6.9% 16,676 $685K
Hartline Investment Corp./ 0.12% New 16,560 $680K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Reduce -0.4% 16,560 $680K
BigSur Wealth Management LLC 0.21% No change 16,550 $680K
Chesapeake Wealth Management 0.24% Reduce -2.2% 16,315 $670K
Rossmore Private Capital 0.09% No change 16,312 $670K
Salem Investment Counselors Inc. 0.02% Reduce -0.4% 16,113 $662K
Dynamic Advisor Solutions LLC 0.02% Reduce -7.7% 16,089 $661K
Clearwater Capital Advisors, LLC 0.07% Reduce -3.0% 16,073 $660K
Stonebridge Capital Advisors LLC 0.06% No change 16,070 $660K
Cranbrook Wealth Management, LLC 0.16% Reduce -1.5% 15,847 $651K
Ameritas Advisory Services, LLC 0.03% Reduce -39.3% 15,606 $649K
Patriot Investment Management Group, Inc. 0.05% Reduce -5.0% 15,777 $648K
National Philanthropic Trust 0.01% Reduce -7.1% 15,712 $645K
Elevation Wealth Partners, LLC 0.32% Reduce -26.9% 15,347 $630K
Flagstar Securities, Inc. 0.17% Reduce -5.0% 15,152 $622K
Joel Isaacson & Co., LLC 0.03% Add +6.2% 15,086 $620K
HUB Investment Partners, LLC 0.03% Add +18.3% 15,023 $617K
IFP Advisors, Inc 0.03% Reduce -32.5% 14,949 $614K
Ti-Trust, Inc. 0.45% No change 14,923 $613K
Easterly Investment Partners LLC 0.05% Reduce -0.0% 14,801 $608K
Bank of New Hampshire 0.16% Reduce -25.4% 14,704 $604K
First Citizens Bank & Trust Co. 0.01% Add +95.5% 14,679 $603K
SageView Advisory Group, LLC 0.03% Add +75.8% 11,138 $595K
Clear Harbor Asset Management, LLC 0.05% Reduce -40.9% 14,471 $594K
Silvercrest Asset Management Group LLC 0.00% Reduce -16.0% 14,440 $593K
Larson Financial Group LLC 0.05% Reduce -79.4% 14,352 $590K
Cobblestone Capital Advisors LLC 0.04% Reduce -7.2% 14,283 $587K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -15.8% 14,193 $583K
Nixon Peabody Trust Co. 0.05% Reduce -22.8% 14,155 $581K
Acropolis Investment Management, LLC 0.04% Reduce -0.4% 14,116 $580K
Fort Washington Investment Advisors Inc. 0.00% Reduce -4.7% 14,075 $578K
Endowment Wealth Management, Inc. 0.43% Add +24.3% 14,011 $576K
Hoey Investments, Inc. 0.13% Reduce -5.5% 13,978 $574K
GFS Advisors, LLC 0.09% No change 13,900 $571K
Canopy Partners, LLC 0.28% Reduce -11.4% 13,854 $569K
Davidson Trust Co. 0.33% Reduce -0.6% 13,822 $568K
Cascade Financial Partners, LLC 0.08% — 13,856 $562K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.14% Reduce -58.1% 13,640 $560K
James Investment Research, Inc. 0.07% Add +5.0% 13,604 $559K
Round Rock Advisors LLC 0.13% Add +1.0% 13,537 $556K
NewEdge Wealth, LLC 0.01% Reduce -35.9% 13,203 $556K
Revolve Wealth Partners, LLC 0.09% No change 13,509 $555K
American Investment Services, Inc. 0.10% No change 13,477 $554K
Resonant Capital Advisors, LLC 0.05% Reduce -0.0% 13,473 $553K
Natixis 0.00% Add +17.3% 13,459 $553K
Taylor & Morgan Wealth Management, LLC 0.41% Reduce -1.5% 13,451 $553K
ShoreHaven Wealth Partners, LLC 0.30% Reduce -0.1% 13,407 $551K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +13.6% 13,387 $551K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -65.5% 13,371 $549K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -10.7% 13,309 $547K
GYL Financial Synergies, LLC 0.04% Reduce -0.2% 13,264 $545K
Gries Financial LLC 0.09% Reduce -0.4% 13,217 $543K
Farther Finance Advisors, LLC 0.03% Add +4.0% 13,167 $542K
Orrstown Financial Services Inc. 0.30% Reduce -17.7% 13,173 $541K
Fifth Third Wealth Advisors LLC 0.08% New 13,147 $540K
Shelton Capital Management 0.02% No change 13,099 $538K
Macquarie Group Ltd. 0.00% Reduce -16.5% 13,100 $538K
Haverford Trust Co 0.01% Add +12.8% 13,092 $538K
Lodestar Private Asset Management LLC 0.08% Reduce -1.1% 13,027 $535K
Ascension Capital Advisors, Inc. 0.30% Reduce -2.9% 12,953 $532K
Waddell & Associates, LLC 0.07% Reduce -3.3% 12,949 $532K
SOA Wealth Advisors, LLC. 0.11% Reduce -5.5% 12,932 $531K
Hills Bank & Trust Co 0.04% Reduce -8.7% 12,907 $530K
Fonville Wealth Management LLC 0.23% Add +14.7% 12,817 $527K
Octavia Wealth Advisors, LLC 0.08% Reduce -35.8% 12,808 $526K
Mayflower Financial Advisors, LLC 0.09% Add +1.1% 12,755 $524K
TD Waterhouse Canada Inc. 0.00% Reduce -3.5% 11,802 $523K
Private Wealth Advisors, LLC 0.22% Reduce -1.0% 12,716 $522K
Trust Co. of Vermont 0.03% Add +20.3% 12,656 $520K
Hilltop Holdings Inc. 0.06% Reduce -23.4% 12,640 $519K
Wealth Forward, LLC 0.41% Reduce -3.0% 12,566 $516K
HAP Trading, LLC 0.16% Reduce -42.5% 12,554 $516K
Kingsview Wealth Management, LLC 0.01% Reduce -6.8% 12,549 $516K
DCF Advisers, LLC 0.32% No change 12,500 $514K
Burney Co./ 0.02% Reduce -20.0% 12,477 $513K
Legacy Capital Group California, Inc. 0.19% Reduce -3.0% 12,435 $511K
Contravisory Investment Management, Inc. 0.11% Reduce -2.8% 12,412 $510K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -0.5% 12,399 $509K
Cooper/Haims Advisors, LLC 0.30% Reduce -83.5% 12,385 $509K
First Manhattan Co. Llc. 0.00% No change 12,382 $509K
Debussy Capital Management LP 0.15% Reduce -0.2% 11,921 $507K
Zions Bancorporation, N.A. 0.04% New 12,300 $505K
Narwhal Capital Management 0.05% No change 12,250 $503K
Clarkston Capital Partners, LLC 0.01% No change 12,250 $503K
Sunflower Bank, N.A. 0.11% Reduce -1.9% 12,226 $502K
Wealthspire Retirement, LLC 0.04% Add +14.8% 12,166 $500K
W Advisors, LLC 0.34% No change 12,156 $499K
Foundations Investment Advisors, LLC 0.01% Reduce -1.0% 12,077 $496K
Parsons Capital Management Inc. 0.03% Reduce -56.0% 12,011 $493K
Burke & Herbert Bank & Trust Co. 0.37% Add +2.4% 12,004 $493K
Foster Group, Inc. 0.02% Reduce -1.1% 12,000 $493K
Boothbay Fund Management, LLC 0.02% Add +57.9% 12,000 $493K
Adell Harriman & Carpenter Inc. 0.04% Reduce -4.2% 11,912 $489K
Thrive Wealth Management, LLC 0.10% Reduce -21.6% 11,858 $487K
Edgestream Partners, L.P. 0.02% New 11,854 $487K
JDM Financial Group LLC 0.35% Reduce -3.2% 11,812 $485K
Pinnacle Bancorp, Inc. 0.14% Reduce -13.5% 11,794 $484K
AAF Wealth Management, LLC 0.27% Reduce -77.3% 11,689 $480K
Coastwise Capital Group, LLC 0.45% Add +9.9% 11,663 $479K
Lakeridge Wealth Management LLC 0.31% Reduce -2.4% 11,659 $479K
Chapin Davis, Inc. 0.17% Reduce -3.1% 11,602 $477K
Sage Mountain Advisors LLC 0.05% Reduce -1.8% 11,548 $474K
Rebalance, LLC 0.04% No change 11,542 $474K
Chesley Taft & Associates LLC 0.02% Reduce -12.8% 11,482 $472K
Innova Wealth Partners 0.36% New 11,482 $472K
PFG Investments, LLC 0.03% Add +5.5% 11,431 $470K
XTX Topco Ltd 0.06% New 11,426 $469K
Alexander Randolph Advisory, Inc. 0.41% Reduce -38.8% 11,336 $466K
NorthRock Partners, LLC 0.02% Reduce -81.0% 11,309 $465K
HM Payson & Co. 0.01% Reduce -22.6% 11,308 $465K
Richard P Slaughter Associates Inc 0.11% Reduce -6.5% 11,294 $464K
Boltwood Capital Management 0.14% Add +0.8% 11,263 $463K
1492 Capital Management LLC 0.26% Add +1.1% 11,221 $461K
Harbor Investment Advisory, LLC 0.05% Reduce -10.8% 11,157 $458K
Diversified Portfolios, Inc. 0.06% Add +13.8% 11,100 $456K
Wade Financial Advisory, Inc 0.17% No change 11,086 $455K
Missouri Trust & Investment Co 0.18% Reduce -54.0% 11,080 $455K
Lanark Financial, Inc. 0.04% Reduce -4.4% 11,083 $455K
LFA - Lugano Financial Advisors SA 0.33% Add +2.3% 11,073 $455K
Powell Investment Advisors, LLC 0.24% No change 10,943 $450K
Cornerstone Wealth Group, LLC 0.04% New 10,932 $449K
BlueChip Wealth Advisors LLC 0.29% Reduce -9.2% 10,887 $447K
Aptus Capital Advisors, LLC 0.01% Add +1498.2% 10,852 $446K
Kingswood Wealth Advisors, LLC 0.05% Reduce -10.7% 10,827 $445K
Ancora Advisors LLC 0.01% No change 10,793 $443K
LJI Wealth Management, LLC 0.11% No change 10,787 $443K
Soundmark Wealth Management, LLC 0.20% Reduce -7.0% 10,707 $440K
Sterling Investment Advisors, Ltd. 0.12% No change 10,695 $439K
Kabouter Management, LLC 1.82% Reduce -46.0% 10,506 $432K
Mutual Advisors, LLC 0.01% Reduce -16.9% 10,439 $429K
Palumbo Wealth Management LLC 0.19% Reduce -6.8% 10,405 $427K
Stordahl Capital Management, Inc. 0.11% Reduce -5.1% 10,386 $427K
Strait & Sound Wealth Management LLC 0.24% No change 10,250 $425K
Savvy Advisors, Inc. 0.24% Add +2.8% 10,296 $423K
Harbor Group, Inc. 0.11% Reduce -22.2% 10,270 $422K
Element Wealth, LLC 0.25% Add +1.0% 10,266 $422K
Pinnacle Wealth Planning Services, Inc. 0.06% No change 10,254 $421K
Conservest Capital Advisors, Inc. 0.04% Reduce -51.9% 10,232 $420K
InterOcean Capital Group, LLC 0.01% Reduce -8.9% 10,189 $419K
Marex Group Ltd 0.01% Reduce -30.9% 10,156 $417K
IPG Investment Advisors LLC 0.09% Reduce -5.2% 10,141 $417K
Proffitt & Goodson Inc. 0.07% Add +27.8% 10,125 $416K
Tran Capital Management, L.P. 0.05% New 10,125 $416K
Intrua Financial, LLC 0.06% Reduce -1.4% 10,100 $415K
Waterway Wealth Management, LLC 0.18% Reduce -69.2% 10,057 $413K
Wells Trecaso Financial Group, LLC 0.15% No change 10,035 $412K
Systematic Alpha Investments, LLC 0.02% No change 10,018 $412K
Financial Insights, Inc. 0.12% Reduce -0.1% 10,018 $412K
Sightline Wealth Advisors, LLC 0.27% No change 9,980 $410K
Cubist Systematic Strategies, LLC 0.00% New 9,941 $408K
TrinityBridge Ltd 0.01% No change 9,780 $402K
PFG Advisors 0.03% Reduce -0.2% 9,736 $400K
Perennial Investment Advisors, LLC 0.06% Reduce -60.0% 9,671 $397K
Archford Capital Strategies, LLC 0.07% Reduce -2.0% 9,652 $397K
Morton Capital Management LLC 0.11% No change 9,631 $396K
Eagle Rock Investment Company, LLC 0.07% Reduce -5.9% 9,580 $394K
Keeley-Teton Advisors, LLC 0.05% Reduce -12.0% 9,566 $393K
Saxon Interests, Inc. 0.19% Reduce -58.7% 9,562 $393K
Brown Brothers Harriman & Co. 0.00% Add +3.5% 9,550 $392K
Inscription Capital, LLC 0.06% Add +8.5% 9,545 $392K
Etfidea, LLC 0.13% Reduce -6.0% 9,510 $391K
Cercano Management LLC 0.01% No change 9,500 $390K
Atlantic Edge Private Wealth Management, LLC 0.13% Add +1.9% 9,465 $389K
Adero Partners, LLC 0.03% Add +7.8% 9,449 $388K
Accretive Wealth Partners, LLC 0.17% Reduce -0.3% 9,102 $387K
Collective Family Office LLC 0.13% No change 9,376 $385K
Thomasville National Bank 0.03% Reduce -8.7% 9,360 $385K
One Capital Management, LLC 0.01% Add +1.0% 9,353 $384K
Aua Capital Management, LLC 0.22% Reduce -8.2% 9,321 $383K
Parkside Financial Bank & Trust 0.06% Add +3.6% 9,314 $383K
JTC Employer Solutions Trustee Ltd 0.02% No change 9,341 $382K
Sax Wealth Advisors, LLC 0.04% Reduce -5.5% 9,229 $379K
Capital Advisors, Ltd. LLC 0.05% Reduce -1.1% 9,228 $379K
Bryn Mawr Trust Advisors, LLC 0.02% Add +0.8% 9,207 $378K
Trek Financial, LLC 0.03% New 9,194 $378K
Coastline Trust Co 0.05% Reduce -13.6% 9,187 $377K
Sigma Investment Counselors Inc. 0.02% No change 9,090 $373K
First City Capital Management, Inc. 0.21% Reduce -7.8% 9,067 $372K
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -72.0% 9,062 $372K
Moss Adams Wealth Advisors LLC 0.06% No change 9,026 $371K
Ramirez Asset Management, Inc. 0.07% Reduce -89.7% 9,016 $370K
Chemistry Wealth Management LLC 0.10% Reduce -19.4% 8,959 $368K
Seven Mile Advisory 0.28% No change 8,939 $367K
Courage Miller Partners, LLC 0.13% Reduce -6.5% 8,846 $363K
LGT Financial Advisors LLC 0.42% No change 8,815 $362K
Frisch Financial Group, Inc. 0.12% No change 8,806 $362K
Lane & Associates LLC 0.23% Add +63.7% 8,803 $362K
Mgo One Seven LLC 0.02% Reduce -8.7% 8,781 $361K
Federated Hermes, Inc. 0.00% No change 8,777 $361K
Monetary Management Group Inc. 0.10% Reduce -4.6% 8,740 $359K
Diversified Trust Co. 0.01% No change 8,737 $359K
Ami Investment Management Inc. 0.13% Reduce -5.3% 8,735 $359K
Bordeaux Wealth Advisors LLC 0.12% Reduce -1.4% 8,689 $357K
Nvwm, LLC 0.10% Add +1.3% 8,689 $357K
Centiva Capital, LP 0.02% New 8,607 $354K
Trust Co. of Oklahoma 0.13% No change 8,600 $353K
Windsor Capital Management, LLC 0.11% Reduce -1.2% 8,593 $353K
Macroview Investment Management LLC 0.39% Reduce -8.1% 8,563 $352K
Wealth Alliance, LLC 0.05% New 8,546 $351K
SOL Capital Management CO 0.04% No change 8,510 $350K
Summit Financial Strategies, Inc. 0.05% No change 8,516 $350K
FourThought Financial Partners, LLC 0.04% Add +45.6% 8,513 $350K
Indiana Trust & Investment Management Co 0.14% Reduce -7.6% 8,495 $349K
9258 Wealth Management, LLC 0.05% New 8,474 $348K
Key Financial Inc 0.09% No change 8,470 $348K
Bedel Financial Consulting, Inc. 0.05% No change 8,459 $348K
Gilliland Jeter Wealth Management LLC 0.12% No change 8,415 $346K
180 Wealth Advisors, LLC 0.06% No change 8,401 $345K
Empower Advisory Group, LLC 0.00% Add +39.7% 8,396 $345K
MainStreet Investment Advisors LLC 0.04% No change 8,352 $343K
Schneider Downs Wealth Management Advisors, LP 0.08% No change 8,350 $343K
Optiver Holding B.V. 0.01% New 8,339 $343K
49 Wealth Management, LLC 0.07% Add +22.9% 8,315 $342K
Tritonpoint Wealth, LLC 0.04% Add +27.0% 15,243 $341K
Westmount Partners, LLC 0.12% Reduce -6.0% 8,302 $341K
Hyman Charles D 0.02% No change 8,313 $341K
Spotlight Asset Group, Inc. 0.24% No change 8,197 $337K
Maryland Capital Advisors Inc. 0.21% No change 8,194 $337K
Wintrust Investments LLC 0.03% Add +6.5% 8,188 $336K
Peak Asset Management, LLC 0.07% Reduce -53.7% 8,135 $334K
Wunderlich Capital Managemnt 0.15% Reduce -8.9% 8,088 $332K
Eldridge Investment Advisors, Inc. 0.09% Reduce -8.5% 8,063 $331K
First National Bank of Omaha 0.02% Reduce -4.9% 7,570 $331K
Sigma Planning Corp 0.01% New 8,037 $330K
Ironwood Financial, llc 0.08% Reduce -1.3% 7,998 $329K
LMG Wealth Partners, LLC 0.08% Reduce -0.7% 7,996 $328K
AlTi Global, Inc. 0.01% Add +32.8% 7,959 $327K
New Republic Capital, LLC 0.21% Reduce -1.7% 7,955 $327K
Wealthstream Advisors, Inc. 0.12% Add +44.7% 7,932 $326K
Catalyst Financial Partners LLC 0.08% Add +4.9% 8,181 $325K
Dohj, LLC 0.09% Reduce -2.9% 7,871 $323K
Cornerstone Wealth Advisors, Inc. 0.10% Add +1.3% 7,861 $323K
Gibson Capital, LLC 0.07% No change 7,820 $321K
TAGStone Capital, Inc. 0.19% Reduce -0.1% 7,801 $320K
Thornburg Investment Management Inc. 0.00% Reduce -54.8% 7,778 $320K
Toth Financial Advisory Corp. 0.04% Add +35.1% 7,770 $319K
White Pine Capital LLC 0.12% Reduce -6.6% 7,746 $318K
Lifeworks Advisors, LLC 0.09% Add +1.9% 7,702 $316K
Financial Advocates Investment Management 0.02% Reduce -35.0% 8,006 $316K
Physician Wealth Advisors, Inc. 0.07% Reduce -16.9% 7,939 $315K
Triangle Securities Wealth Management 0.09% Reduce -8.9% 7,650 $314K
Aspen Grove Capital, LLC 0.09% New 7,637 $314K
Phocas Financial Corp. 0.03% No change 7,490 $308K
Capasso Planning Partners LLC 0.13% Reduce -37.3% 7,484 $307K
Simplicity Wealth,LLC 0.01% New 7,470 $307K
Murphy, Middleton, Hinkle & Parker, Inc. 0.18% No change 7,379 $303K
Assetmark, Inc. 0.00% Reduce -23.4% 7,360 $302K
Strategic Investment Advisors / MI 0.04% Reduce -19.4% 7,334 $301K
Matrix Private Capital Group LLC 0.20% No change 7,324 $301K
Petix & Botte Co 0.07% New 7,249 $298K
Sage Rhino Capital LLC 0.07% No change 7,237 $297K
Sandy Spring Bank 0.01% Reduce -7.8% 7,222 $297K
Verition Fund Management LLC 0.00% Reduce -98.6% 7,150 $294K
Stone House Investment Management, LLC 0.07% Reduce -51.5% 7,142 $293K
Dearborn Partners LLC 0.01% Add +1.2% 7,133 $293K
Vawter Financial, Ltd. 0.21% Add +5.3% 7,122 $293K
Banque Cantonale Vaudoise 0.01% No change 7,106 $292K
Tsfg, LLC 0.07% Reduce -1.7% 7,095 $291K
Flputnam Investment Management Co. 0.01% Reduce -91.1% 7,064 $290K
One Wealth Advisors, LLC 0.05% Reduce -74.9% 7,033 $289K
Founders Financial Securities LLC 0.03% Add +2.2% 7,031 $289K
International Assets Investment Management, LLC 0.03% Reduce -50.2% 7,001 $288K
Nicholas Hoffman & Company, LLC. 0.01% No change 6,980 $287K
Jeppson Wealth Management, LLC 0.11% Add +1.1% 6,966 $286K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -91.9% 6,023 $286K
O'ROURKE & COMPANY, Inc 0.17% Add +14.7% 6,931 $285K
Concurrent Investment Advisors, LLC 0.01% New 6,926 $284K
Beacon Bank & Trust 0.07% Reduce -2.8% 6,892 $283K
WASHINGTON TRUST Co 0.01% Reduce -1.5% 6,889 $283K
Optimum Investment Advisors 0.13% Add +1.5% 6,886 $283K
Fairway Wealth LLC 0.19% No change 6,841 $281K
Stephenson & Company, Inc. 0.21% Add +3.3% 6,840 $281K
1900 Wealth Management LLC 0.03% Reduce -4.2% 6,798 $279K
Acorn Financial Advisory Services Inc. 0.05% Reduce -66.1% 6,785 $279K
Gould Asset Management LLC 0.07% Reduce -30.0% 6,750 $277K
Clark Asset Management, LLC 0.08% Add +18.9% 6,728 $276K
Snowden Capital Advisors LLC 0.01% Reduce -31.9% 6,695 $275K
Northwest Capital Management Inc 0.09% No change 6,679 $274K
QCM Cayman, Ltd. 3.69% New 6,671 $274K
WMS Partners, LLC 0.02% No change 6,667 $274K
Stillwater Capital Advisors, LLC 0.04% Reduce -1.9% 6,630 $272K
GW&K Investment Management, LLC 0.00% No change 6,598 $271K
SeaCrest Wealth Management, LLC 0.03% New 6,588 $271K
CGC Financial Services, LLC 0.14% No change 6,582 $270K
SigFig Wealth Management, LLC 0.01% Reduce -27.5% 6,581 $270K
Live Oak Private Wealth LLC 0.05% Reduce -10.3% 6,558 $269K
Retirement Planning Co of New England, Inc. 0.15% Reduce -3.5% 6,548 $269K
Rothschild Investment LLC 0.02% No change 6,523 $268K
Wedbush Securities Inc. 0.01% New 6,465 $266K
Novak & Powell Financial Services, Inc. 0.20% Reduce -6.3% 6,467 $266K
New Hampshire Trust 0.06% No change 6,463 $266K
TFB Advisors LLC 0.10% Reduce -6.7% 6,460 $265K
Pinnacle Associates Ltd. 0.00% Reduce -5.3% 6,420 $264K
Topel & Distasi Wealth Management, LLC 0.12% Reduce -65.8% 6,412 $263K
Wealth Dimensions Group, Ltd. 0.08% No change 6,409 $263K
First Bancorp, Inc 0.20% Reduce -9.9% 6,408 $263K
Victory Financial Group, LLC 0.16% Reduce -5.3% 6,396 $263K
Peterson Wealth Advisors, LLC 0.06% No change 6,380 $262K
Choate Investment Advisors 0.01% No change 6,379 $262K
Gainplan LLC 0.13% New 6,372 $262K
GHP Investment Advisors, Inc. 0.01% Reduce -28.0% 6,337 $260K
Gallacher Capital Management LLC 0.13% Add +0.1% 6,335 $260K
Cape Cod Five Cents Savings Bank 0.03% Reduce -14.1% 6,330 $260K
Great Valley Advisor Group, Inc. 0.01% Reduce -18.4% 6,270 $258K
Western Wealth Management, LLC 0.02% Reduce -28.1% 6,270 $258K
Focus Financial Network, Inc. 0.01% — 6,407 $255K
BlackDiamond Wealth Management, LLC 0.18% New 6,208 $255K
Horan Securities, Inc. 0.12% Reduce -57.2% 6,155 $253K
Act Wealth Management, LLC 0.13% Add +1.6% 6,150 $253K
Courier Capital LLC 0.02% Reduce -15.9% 6,150 $253K
Valtinson Bruner Financial Planning LLC 0.11% Reduce -4.3% 6,132 $252K
Connectus Wealth, LLC 0.01% No change 6,123 $252K
Redhawk Wealth Advisors, Inc. 0.04% Add +1.8% 6,113 $251K
Credit Agricole S A 0.00% Reduce -7.9% 6,286 $251K
PBMares Wealth Management LLC 0.07% Add +0.3% 6,092 $250K
Donor Advised Charitable Giving, Inc. 0.01% New 6,088 $250K
Fiduciary Family Office, LLC 0.10% No change 6,075 $250K
Oarsman Capital, Inc. 0.06% Reduce -4.5% 6,038 $248K
Wilson & Boucher Capital Management, LLC 0.19% Reduce -4.4% 6,020 $247K
LM Advisors LLC 0.04% No change 6,010 $247K
Moloney Securities Asset Management, LLC 0.04% Reduce -25.9% 6,001 $247K
Douglass Winthrop Advisors, LLC 0.01% No change 6,000 $246K
Fortis Group Advisors, LLC 0.05% Add +8983.3% 5,995 $246K
LCNB Corp. 0.09% Reduce -2.4% 5,993 $246K
Sage Financial Management Group, Inc. 0.12% No change 5,988 $246K
Sage Capital Advisors,llc 0.07% No change 5,983 $246K
Great Point Wealth Advisors, LLC 0.06% Reduce -8.8% 5,974 $245K
Texas Yale Capital Corp. 0.01% No change 5,850 $240K
FDx Advisors, Inc. 0.04% Add +0.8% 5,843 $240K
CVA Family Office, LLC 0.04% No change 5,813 $239K
Tradition Wealth Management, LLC 0.02% Reduce -97.4% 5,791 $238K
Parthenon LLC 0.03% New 5,776 $237K
Hillcrest Wealth Advisors - NY, LLC 0.13% Reduce -0.9% 5,775 $237K
Monarch Capital Management Inc. 0.07% No change 5,773 $237K
Concord Wealth Partners 0.04% Reduce -1.5% 5,762 $237K
Csenge Advisory Group 0.01% Reduce -10.2% 5,756 $236K
Banco BTG Pactual S.A. 0.07% Reduce -5.0% 5,750 $236K
Up Strategic Wealth Investment Advisors LLC 0.39% Add +0.4% 5,749 $236K
Evernest Financial Advisors, LLC 0.11% New 5,923 $235K
Koshinski Asset Management, Inc. 0.02% New 5,698 $234K
Carnegie Investment Counsel 0.01% Reduce -22.7% 5,660 $233K
True Link Financial Advisors, LLC 0.02% Reduce -1.6% 5,642 $232K
Level Four Advisory Services, LLC 0.01% No change 5,745 $231K
Lowe Brockenbrough & Co. Inc. 0.02% No change 5,609 $230K
Kanawha Capital Management LLC 0.02% No change 5,598 $230K
Elevated Capital Advisors, LLC 0.07% Reduce -0.4% 5,565 $229K
HCR Wealth Advisors 0.03% Reduce -2.7% 5,552 $228K
Kraematon Investment Advisors, Inc. 0.23% No change 5,519 $227K
Transcendent Capital Group LLC 0.13% Add +0.2% 5,514 $227K
Noble Family Wealth, LLC 0.06% No change 5,500 $226K
UMB Bank, n.a. 0.00% No change 5,500 $226K
AdvisorNet Financial, Inc 0.02% Reduce -17.9% 5,475 $225K
Canal Capital Management, LLC 0.04% Reduce -9.5% 5,455 $224K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -48.9% 5,456 $224K
Resources Management Corp. /CT/ 0.03% No change 5,426 $223K
True North Advisors, LLC 0.06% New 5,408 $222K
LifePro Asset Management 0.15% Add +3.0% 5,371 $221K
Sunpointe, LLC 0.24% New 5,352 $220K
Partners in Financial Planning 0.05% No change 5,345 $220K
Walkner Condon Financial Advisors LLC 0.05% No change 5,335 $219K
Concourse Financial Group Securities, Inc. 0.01% No change 5,229 $215K
Tyler-Stone Wealth Management 0.10% Reduce -14.3% 5,208 $214K
IFG Advisors, LLC 0.06% Reduce -6.4% 5,184 $213K
Union Savings Bank 0.11% No change 5,169 $212K
Centaurus Financial, Inc. 0.01% Reduce -18.7% 5,154 $212K
1834 Investment Advisors Co. 0.02% No change 5,100 $210K
Atwood & Palmer Inc. 0.02% No change 5,090 $209K
Burns J W & Co. Inc. 0.03% Reduce -0.2% 5,088 $209K
Citizens Business Bank 0.04% No change 5,085 $209K
Harbour Capital Advisors, LLC 0.05% New 5,056 $209K
Alpha Omega Wealth Management LLC 0.04% No change 5,079 $209K
Private Wealth Management Group, LLC 0.09% Reduce -0.2% 5,062 $208K
Park Edge Advisors, LLC 0.06% New 5,060 $208K
Pinnacle Wealth Management Group, Inc. 0.15% Reduce -90.8% 5,042 $207K
Waterford Advisors, LLC 0.09% No change 5,042 $207K
Wealthcare Capital Management LLC 0.02% Reduce -12.1% 5,001 $205K
Quaker Wealth Management, LLC 0.08% No change 5,000 $205K
Searle & Co. 0.05% No change 5,000 $205K
Main Management LLC 0.02% New 5,000 $205K
Old Second National Bank of Aurora 0.05% Reduce -11.9% 4,969 $204K
Moors & Cabot, Inc. 0.01% New 4,940 $203K
1832 Asset Management L.P. 0.00% Add +1118.5% 4,935 $203K
Cassady Schiller Wealth Management, LLC 0.09% Add +6.2% 4,921 $202K
Cypress Wealth Services, LLC 0.05% Reduce -3.0% 4,901 $201K
Greenwich Wealth Management LLC 0.02% Reduce -2.0% 4,900 $201K
Harbor Capital Advisors, Inc. 0.02% Reduce -21.6% 4,543 $187K
Cordant, Inc. 0.11% No change 4,517 $186K
Clearstead Trust, LLC 0.05% No change 4,500 $185K
Jackson Hole Capital Partners, LLC 0.04% No change 4,392 $180K
EverSource Wealth Advisors, LLC 0.01% Add +4.2% 4,191 $172K
Oxford Financial Group, LTD. LLC 0.01% No change 4,130 $170K
Sachetta, LLC 0.08% No change 4,173 $168K
Realta Investment Advisors 0.03% New 3,864 $159K
EPG Wealth Management LLC 0.04% Add +4.4% 3,782 $155K
MCF Advisors LLC 0.01% Reduce -3.0% 3,740 $154K
Quadrant Capital Group LLC 0.01% Add +101.5% 3,717 $153K
BTS Asset Management, Inc. 0.13% Reduce -53.7% 3,729 $153K
FAS Wealth Partners, Inc. 0.01% No change 3,610 $148K
Palisade Asset Management, LLC 0.01% New 3,602 $148K
Breakwater Investment Management 0.07% — 3,601 $148K
Garde Capital, Inc. 0.01% Reduce -14.0% 3,506 $144K
Ritter Daniher Financial Advisory LLC / DE 0.05% No change 3,470 $143K
Castleview Partners, LLC 0.08% New 3,445 $142K
Avior Wealth Management, LLC 0.01% Add +75.8% 3,350 $138K
Private Capital Management LLC 0.03% Reduce -55.3% 3,236 $133K
First United Bank & Trust 0.05% Reduce -3.0% 3,140 $129K
Asset Dedication, LLC 0.01% No change 3,050 $126K
Ameliora Wealth Management Ltd. 0.06% No change 2,956 $121K
PrairieView Partners, LLC 0.01% No change 2,830 $117K
Headlands Technologies LLC 0.03% Reduce -90.4% 2,828 $116K
Thompson Investment Management, Inc. 0.02% No change 2,820 $116K
Robinswood Financial LLC 0.05% No change 2,800 $115K
CoreCap Advisors, LLC 0.01% New 2,730 $112K
Cherry Tree Wealth Management, LLC 0.03% Reduce -6.9% 2,689 $110K
Hilltop National Bank 0.04% — 2,640 $108K
AlphaMark Advisors, LLC 0.04% Reduce -0.7% 2,618 $108K
Mascoma Wealth Management LLC 0.03% No change 2,610 $107K
Blue Trust, Inc. 0.00% Reduce -59.8% 2,580 $106K
FSA Wealth Management LLC 0.05% Add +65.4% 2,561 $105K
Cape Investment Advisory, Inc. 0.05% No change 2,466 $101K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -23.4% 2,451 $101K
Chilton Capital Management LLC 0.00% No change 2,435 $100K
City State Bank 0.04% No change 2,330 $96K
Coston, McIsaac & Partners 0.03% No change 2,257 $92K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -56.2% 2,202 $90K
WealthCollab, LLC 0.07% No change 2,189 $90K
Hazlett, Burt & Watson, Inc. 0.05% Add +15.3% 2,166 $89K
McIlrath & Eck, LLC 0.01% No change 2,096 $86K
WR Wealth Planners, LLC 0.03% New 2,081 $85K
LRI Investments, LLC 0.02% — 2,070 $85K
Lowe Wealth Advisors, LLC 0.04% Add +99.9% 1,961 $81K
CENTRAL TRUST Co 0.00% No change 1,958 $80K
Venturi Wealth Management, LLC 0.01% Reduce -86.5% 1,957 $80K
Caldwell Trust Co 0.01% No change 1,910 $78K
FinTrust Capital Advisors, LLC 0.01% No change 1,880 $77K
O'shaughnessy Asset Management, LLC 0.00% Add +347.4% 1,785 $73K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 1,842 $73K
Cambridge Trust Co. 0.00% Reduce -37.1% 1,760 $72K
Johnson Financial Group, Inc. 0.00% No change 1,732 $71K
Carmichael Hill & Associates, Inc. 0.03% Reduce -1.4% 1,695 $70K
Joseph Group Capital Management 0.03% Reduce -30.4% 1,681 $69K
Founders Financial Alliance, LLC 0.02% Add +9.3% 1,593 $65K
Pittenger & Anderson Inc. 0.00% Reduce -97.9% 1,550 $64K
Bfsg, LLC 0.01% No change 1,543 $63K
Blume Capital Management, Inc. 0.01% No change 1,500 $62K
Kiely Wealth Advisory Group, Inc. 0.03% No change 1,430 $59K
Steph & Co. 0.02% Reduce -4.4% 1,423 $58K
Sugarloaf Wealth Management, LLC 0.01% Reduce -19.5% 1,362 $56K
Capital Investment Advisory Services, LLC 0.01% Add +8.3% 1,353 $56K
Armor Investment Advisors, LLC 0.03% No change 1,300 $53K
First PREMIER Bank 0.01% No change 1,300 $53K
Caldwell Sutter Capital, Inc. 0.03% Add +1.3% 1,270 $52K
Tidemark, LLC 0.03% No change 1,259 $52K
Fernwood Investment Management, LLC 0.01% New 1,255 $52K
Lindbrook Capital, LLC 0.00% Reduce -17.4% 1,255 $52K
GAMMA Investing LLC 0.01% No change 1,250 $51K
JNBA Financial Advisors 0.01% Reduce -22.9% 1,224 $50K
Family Asset Management, LLC 0.03% Reduce -61.1% 1,181 $49K
Wetzel Investment Advisors, Inc. 0.03% No change 1,206 $48K
Adirondack Trust Co. 0.02% No change 1,140 $47K
Ameritas Investment Partners, Inc. 0.00% No change 1,100 $45K
Centennial Bank 0.02% No change 1,096 $45K
Trivant Custom Portfolio Group, LLC 0.03% Add +22.1% 1,087 $45K
Bray Capital Advisors 0.01% No change 1,080 $44K
Evermay Wealth Management LLC 0.01% Add +0.1% 1,068 $44K
BOK Financial Private Wealth, Inc. 0.00% No change 1,057 $43K
Pin Oak Investment Advisors Inc. 0.04% No change 1,013 $42K
Highlander Capital Management, LLC 0.02% No change 1,000 $41K
Private Ocean, LLC 0.00% Reduce -40.8% 961 $39K
Ransom Advisory, Ltd 0.02% — 950 $39K
Phillips Financial Management, LLC 0.00% No change 910 $37K
Pinnacle Financial Partners Inc 0.00% Reduce -88.7% 891 $37K
Turim 21 Investimentos Ltda. 0.01% No change 890 $37K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +5.5% 859 $35K
Laurel Wealth Advisors LLC 0.01% Reduce -64.0% 855 $35K
DiNuzzo Private Wealth, Inc. 0.00% No change 851 $35K
Westside Investment Management, Inc. 0.01% Reduce -42.0% 845 $35K
Cetera Trust Company, N.A 0.02% No change 800 $33K
Gables Capital Management Inc. 0.02% No change 800 $33K
Pacific Center for Financial Services 0.01% No change 789 $32K
Duncker Streett & Co. Inc. 0.01% No change 785 $32K
Planning Capital Management Corp 0.02% No change 727 $30K
Foster Dykema Cabot & Partners, LLC 0.00% New 700 $29K
Financial Perspectives, Inc 0.01% No change 688 $28K
Zeit Capital LLC 0.02% Reduce -95.2% 685 $28K
Creekmur Asset Management LLC 0.01% Reduce -52.3% 683 $28K
Nordwand Advisors, LLC 0.01% Reduce -87.9% 669 $27K
St Germain D J Co. Inc. 0.00% Add +3.8% 662 $27K
Hantz Financial Services, Inc. 0.00% Add +34.7% 656 $27K
Woodmont Investment Counsel LLC 0.00% New 654 $27K
Center for Financial Planning, Inc. 0.00% Reduce -13.1% 653 $27K
Oakworth Capital, Inc. 0.00% Reduce -15.9% 640 $26K
CarsonAllaria Wealth Management, Ltd. 0.02% Add +24.9% 631 $26K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -7.7% 627 $26K
Abound Wealth Management 0.01% No change 617 $25K
Mechanics Financial Corp 0.01% Reduce -88.4% 610 $25K
Rosenberg Matthew Hamilton 0.01% Reduce -1.8% 597 $25K
Capital Analysts, LLC 0.00% Add +52.9% 578 $24K
Aberdeen Wealth Management LLC 0.01% No change 580 $24K
Institutional & Family Asset Management, LLC 0.00% Reduce -79.6% 580 $24K
Anchor Investment Management, LLC 0.00% Reduce -26.9% 571 $23K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 561 $23K
Financial Freedom, LLC 0.01% No change 552 $23K
Front Row Advisors LLC 0.01% No change 540 $22K
Gen-Wealth Partners Inc 0.01% — 535 $22K
Gradient Investments LLC 0.00% Reduce -55.5% 532 $22K
Biltmore Family Office, LLC 0.00% No change 500 $21K
NFSG Corp 0.01% Reduce -74.9% 494 $20K
WFA Asset Management Corp 0.01% New 475 $20K
ICA Group Wealth Management, LLC 0.00% No change 475 $20K
Hanson & Doremus Investment Management 0.00% No change 453 $19K
FSC Wealth Advisors, LLC 0.01% No change 462 $19K
Activest Wealth Management 0.01% Reduce -0.2% 458 $19K
MidAtlantic Capital Management, Inc. 0.02% No change 452 $19K
Broadwater Capital Management LLC 0.01% No change 450 $18K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 450 $18K
CNB Bank 0.01% Add +2.1% 432 $18K
Wolff Wiese Magana LLC 0.01% No change 424 $17K
Country Trust Bank 0.00% No change 422 $17K
Gould Capital, LLC 0.01% Reduce -16.1% 418 $17K
Wit, LLC 0.52% No change 412 $17K
Global Assets Advisory, LLC 0.01% Reduce -97.0% 411 $17K
Register Financial Advisors LLC 0.01% No change 407 $17K
Woodard & Co. Asset Management Group Inc. 0.00% No change 400 $16K
Studio Investment Management LLC 0.00% No change 400 $16K
Community Bank, N.A. 0.00% Reduce -50.4% 393 $16K
Templeton & Phillips Capital Management, LLC 0.01% New 343 $14K
Motco 0.00% No change 334 $14K
Bangor Savings Bank 0.00% Reduce -2.4% 327 $13K
United Community Bank 0.01% Reduce -17.5% 321 $13K
PSI Advisors, LLC 0.00% No change 321 $13K
McClarren Financial Advisors, Inc. 0.01% No change 303 $13K
Avion Wealth 0.00% No change 309 $13K
Pension & Wealth Management Advisors, Inc. 0.01% New 297 $12K
Brown Shipley& Co Ltd 0.00% No change 315 $11K
Continuum Advisory, LLC 0.00% New 260 $11K
DHJJ Financial Advisors, Ltd. 0.00% No change 258 $11K
Core Wealth Advisors, Inc. 0.00% No change 253 $10K
Jones Financial Companies LLLP 0.00% Add +1329.4% 243 $10K
Fairman Group, LLC 0.01% No change 237 $10K
Creative Financial Designs Inc. 0.00% Reduce -99.2% 228 $9K
AllSquare Wealth Management LLC 0.00% New 200 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 200 $8K
Baldwin Wealth Partners LLC 0.00% No change 200 $8K
WealthShield Partners, LLC 0.00% Reduce -98.8% 198 $8K
Winch Advisory Services, LLC 0.00% Reduce -44.4% 192 $8K
M&R Capital Management Inc. 0.00% Add +2.7% 190 $8K
Stephens Consulting, LLC 0.00% Reduce -12.1% 181 $7K
Beaird Harris Wealth Management, LLC 0.00% No change 181 $7K
Sound Income Strategies, LLC 0.00% Reduce -88.1% 171 $7K
Ironwood Wealth Management, LLC. 0.00% No change 166 $7K
Archer Investment Corp 0.00% No change 165 $7K
West Paces Advisors Inc. 0.00% No change 165 $7K
Rice Partnership, LLC 0.00% Add +189.3% 162 $7K
Howe & Rusling Inc. 0.00% Reduce -43.4% 162 $7K
PayPay Securities Corp 0.33% Reduce -8.1% 160 $7K
Rise Advisors, LLC 0.00% No change 153 $6K
Russell Investments Group, Ltd. 0.00% No change 150 $6K
MTM Investment Management, LLC 0.00% Add +50.0% 150 $6K
RFP Financial Group LLC 0.00% No change 150 $6K
Horizon Investments, LLC 0.00% Add +17.2% 150 $6K
Norwood Financial Corp 0.01% No change 150 $6K
Bogart Wealth, LLC 0.00% No change 148 $6K
VitalStone Financial, LLC 0.00% No change 155 $6K
Granite FO LLC 0.00% No change 138 $6K
EnRich Financial Partners LLC 0.00% New 139 $6K
Balentine LLC 0.00% No change 135 $6K
Brown, Lisle/Cummings, Inc. 0.00% No change 125 $5K
ESL Trust Services, LLC 0.00% New 125 $5K
Signature Resources Capital Management, LLC 0.00% No change 125 $5K
Financial Gravity Asset Management, Inc. 0.00% No change 123 $5K
Pflug Koory, LLC 0.00% No change 120 $5K
Ballast Advisors LLC 0.00% No change 119 $5K
American Capital Advisory, LLC 0.00% No change 120 $5K
Hamilton Capital, LLC 0.00% New 21,700 $5K
MGB Wealth Management, LLC 0.00% No change 110 $5K
Investors Research Corp 0.00% No change 110 $5K
Halpern Financial, Inc. 0.00% No change 106 $4K
Jamison Private Wealth Management, Inc. 0.00% No change 104 $4K
Annapolis Financial Services, LLC 0.00% Reduce -49.0% 100 $4K
Evensky & Katz LLC 0.00% No change 96 $4K
Horrell Capital Management, Inc. 0.00% No change 75 $3K
Hollencrest Capital Management 0.00% No change 71 $3K
Battery Global Advisors, LLC 0.00% New 62 $3K
Integrity Financial Corp 0.00% No change 53 $2K
Providence Capital Advisors, LLC 0.00% No change 50 $2K
Kelly Financial Services LLC 0.00% No change 46 $2K
Bellevue Asset Management, LLC 0.00% No change 43 $2K
Islay Capital Management, LLC 0.00% No change 42 $2K
Windsor Advisory Group, LLC 0.00% New 36 $1K
HHM Wealth Advisors, LLC 0.00% No change 35 $1K
Gleason Group, Inc. 0.00% No change 31 $1K
Financial Management Professionals, Inc. 0.00% No change 17 $1K
Beacon Capital Management, LLC 0.00% Reduce -98.9% 21 $863
Nemes Rush Group LLC 0.00% No change 20 $822
Mondrian Investment Partners LTD 0.00% New 17 $686
Emfo, LLC 0.00% No change 12 $510
Addison Advisors LLC 0.00% No change 11 $452
Aspire Wealth Management Corp 0.00% No change 11 $448
TD Capital Management LLC 0.00% No change 10 $411
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.00% No change 5 $205
Ionic Capital Management LLC 0.00% No change 2 $82
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $41
Richardson Financial Services Inc. 0.00% New 1 $39

"% of holder's portfolio" is EEM's weight in each manager's 13F, not the share of iShares MSCI Emerging Market the manager owns.