iShares MSCI Emerging MarketEEMETF

13F holders, Q2 2024 (June 30)
1,272holders −6
77new positions
80sold out
6famous investors
$42.59avg. 13F price*

At the end of Q2 2024, 1,272 institutions reported holding iShares MSCI Emerging Market (EEM) in their 13F filings, down 6 from Q1 2024. 77 opened new positions and 80 sold out. The largest holders were Morgan Stanley ($2.1B), Bank of America Corp. ($1.5B) and Jane Street Group, LLC ($1.3B). 6 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ray Dalio (0.0% 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 → Q2 2024

InstitutionsTotal Value
New Positions77$370.8M
Exits80$205.1M

All 13F filers, Q1 2024 → Q2 2024: 43,637,806 shares bought and 40,762,802 shares sold, net +2,875,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,272 holders

Morgan Stanley 0.16% Add +5.2% 49,278,891 $2.1B
Bank of America Corp. 0.15% Add +35.1% 36,354,928 $1.5B
Jane Street Group, LLC 1.39% Add +21.0% 29,985,204 $1.3B
Goldman Sachs Group Inc. 0.21% Add +0.4% 25,631,754 $1.1B
BlackRock Inc. 0.02% Add +6.6% 16,228,372 $691.2M
JPMorgan Chase & Co. 0.05% Add +19.6% 13,432,066 $572.1M
Wells Fargo & Company 0.12% Reduce -3.0% 10,799,860 $460.0M
UBS Group AG 0.14% Reduce -5.3% 10,549,392 $449.3M
Retirement Systems of Alabama 1.51% No change 9,183,852 $391.1M
Swiss Life Asset Management Ltd 4.34% No change 8,648,266 $368.3M
Bank of Montreal 0.09% Add +85.2% 7,092,851 $302.0M
Old Mission Capital LLC 5.97% Reduce -75.0% 5,346,851 $227.7M
PNC Financial Services Group, Inc. 0.15% Reduce -1.5% 5,161,834 $219.8M
HSBC Holdings PLC 0.14% Reduce -18.7% 5,034,620 $215.4M
Citigroup Inc. 0.21% Reduce -9.9% 5,031,600 $214.3M
Royal Bank of Canada 0.05% Add +15.0% 4,639,475 $197.6M
BNP Paribas Financial Markets 0.21% Add +33.8% 4,435,601 $188.9M
TD Asset Management Inc 0.17% Reduce -3.0% 4,216,541 $179.6M
Bank of New York Mellon Corp 0.03% Reduce -4.7% 3,708,220 $157.9M
Board of Trustees of The Leland Stanford Junior University 10.25% New 3,543,452 $150.9M
US Bancorp \de 0.20% Reduce -4.3% 3,375,529 $143.8M
Citadel Advisors 0.14% Add +392.6% 3,369,512 $143.5M
Man Group plc 0.32% Add +16.4% 2,762,991 $117.7M
Susquehanna International Group, LLP 0.21% Reduce -34.4% 2,723,894 $116.0M
State of Wisconsin Investment Board 0.28% Add +0.1% 2,489,100 $106.0M
Envestnet Asset Management Inc. 0.04% Reduce -10.3% 2,409,126 $102.6M
Barclays PLC 0.05% Reduce -5.5% 2,387,003 $101.7M
Greenleaf Trust 0.96% Reduce -7.4% 2,386,727 $101.7M
Cassaday & Co Wealth Management LLC 3.11% Reduce -1.2% 2,324,114 $99.0M
LPL Financial LLC 0.04% Add +1.8% 1,995,125 $85.0M
Hirtle & Co., LLC 3.86% Reduce -2.2% 1,803,327 $76.8M
Nisa Investment Advisors, LLC 0.47% New 1,750,000 $74.5M
Mariner, LLC 0.14% Add +3.0% 1,661,425 $70.8M
Factory Mutual Insurance Co. 0.75% No change 1,546,400 $65.9M
Marshall Wace, LLP 0.09% Add +30.9% 1,529,815 $65.2M
Manufacturers Life Insurance Company, The 0.06% Add +0.5% 1,498,674 $63.8M
Total Investment Management Inc. 8.32% Add +1.0% 1,484,484 $63.2M
Regions Financial Corp. 0.48% Reduce -1.6% 1,473,341 $62.7M
National Bank of Canada 0.10% Add +28.9% 1,447,359 $61.8M
Halbert Hargrove Global Advisors, LLC 3.56% Reduce -3.8% 1,425,752 $60.7M
Prudential Financial Inc. 0.08% Add +47.8% 1,310,602 $55.8M
Vontobel Holding Ltd. 0.17% Reduce -4.2% 1,229,173 $52.4M
Connable Office Inc. 5.28% Reduce -0.1% 1,151,437 $49.0M
FMR LLC 0.00% Reduce -46.9% 1,144,762 $48.8M
HighTower Advisors, LLC 0.07% Reduce -5.7% 1,132,230 $48.2M
Advisors Preferred, LLC 7.76% New 1,051,159 $44.9M
Fifth Third Bancorp 0.17% Reduce -7.7% 1,025,371 $43.7M
Keybank National Association 0.18% Reduce -5.8% 1,016,409 $43.3M
Lazard Asset Management LLC 0.06% Add +45.7% 1,016,081 $43.3M
Northern Trust Corp. 0.01% Reduce -5.6% 1,005,480 $42.8M
CIBC Private Wealth Group LLC 0.08% Reduce -3.4% 962,511 $42.0M
M&T Bank Corp 0.13% Reduce -2.0% 909,635 $38.7M
Raymond James & Associates 0.03% Add +13.8% 896,653 $38.2M
Corient Private Wealth LP 0.06% Add +4.9% 870,587 $37.1M
Deutsche Bank AG 0.02% Add +54.8% 860,842 $36.7M
Squarepoint Ops LLC 0.14% Reduce -55.4% 858,305 $36.6M
SG Americas Securities, LLC 0.23% Reduce -51.6% 855,203 $36.4M
Bank of Nova Scotia 0.07% Add +105.6% 807,972 $34.4M
Trust Co 4.43% Add +0.6% 805,565 $34.3M
Creative Planning 0.04% Reduce -3.0% 805,546 $34.3M
Twin Tree Management, LP 1.01% New 804,408 $34.3M
Checchi Capital Advisers, LLC 2.69% Add +101.8% 797,749 $34.0M
Ameriprise Financial Inc. 0.01% Reduce -5.7% 788,170 $33.6M
Johns Hopkins University 1.21% No change 711,296 $30.3M
Raymond James Financial Services Advisors, Inc. 0.04% Reduce -1.7% 692,688 $29.5M
Acadian Asset Management LLC 0.09% Reduce -12.5% 678,340 $28.9M
Cibc World Market Inc. 0.07% Add +0.2% 675,923 $28.8M
Stifel Financial Corp. 0.03% Reduce -0.3% 668,549 $28.5M
Dupont Capital Management Corp. 2.33% No change 628,325 $26.8M
Truist Financial Corp. 0.04% Reduce -4.1% 617,154 $26.3M
Provenance Wealth Advisors, LLC 3.53% Reduce -1.0% 593,039 $25.3M
Commonwealth Equity Services, LLC 0.04% Add +6.3% 574,667 $24.5M
Cresset Asset Management, LLC 0.10% Add +5.6% 532,853 $22.7M
Quent Capital, LLC 2.46% Add +0.3% 524,874 $22.4M
MML Investors Services, LLC 0.09% Reduce -3.2% 518,969 $22.1M
Glenmede Trust Co. NA 0.11% Reduce -4.2% 512,196 $21.8M
Comerica Bank 0.09% Reduce -6.2% 507,264 $21.6M
Millennium Management 0.02% Reduce -79.2% 504,795 $21.5M
Franklin Resources Inc. 0.01% Reduce -2.0% 472,108 $20.1M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -5.5% 469,520 $20.0M
Balyasny Asset Management L.P. 0.05% Add +159.8% 463,360 $19.7M
Focus Partners Wealth 0.06% Add +84.2% 428,576 $18.6M
Baird Financial Group, Inc. 0.04% Add +3.3% 434,935 $18.5M
Rockefeller Capital Management L.P. 0.05% Reduce -0.1% 418,044 $17.8M
Confluence Wealth Services, Inc. 1.40% Add +14.3% 413,321 $17.6M
Pathstone Holdings, LLC 0.08% Add +12.7% 410,849 $17.5M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -2.1% 392,029 $16.7M
Pictet North America Advisors SA 1.80% Reduce -10.8% 389,700 $16.6M
DRW Securities, LLC 1.01% Reduce -19.4% 388,257 $16.5M
FineMark National Bank & Trust 0.60% Add +1.2% 382,759 $16.3M
HT Partners LLC 5.73% Reduce -0.6% 380,360 $16.2M
Capstone Investment Advisors, LLC 0.73% Add +1.5% 377,444 $16.1M
Mesirow Financial Investment Management, Inc. 0.36% Reduce -0.9% 373,551 $15.9M
Osaic Holdings, Inc. 0.04% Reduce -21.0% 372,766 $15.9M
Okabena Investment Services Inc. 4.99% No change 369,324 $15.7M
Cerity Partners LLC 0.04% Reduce -1.9% 350,683 $14.9M
Captrust Financial Advisors 0.05% Reduce -0.3% 347,949 $14.8M
Sand Hill Global Advisors, LLC 0.67% Reduce -0.4% 346,636 $14.8M
Financiere des Professionnels - Fonds d'investissement inc. 1.15% Add +8.8% 344,500 $14.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% No change 341,330 $14.5M
Coldstream Capital Management Inc. 0.35% Add +3.0% 335,704 $14.3M
NINE MASTS CAPITAL Ltd 6.33% Add +24.5% 330,500 $14.1M
Keel Point, LLC 1.27% Reduce -4.0% 329,825 $14.1M
Allianz SE 0.41% Add +5.4% 329,926 $14.1M
Marathon Trading Investment Management LLC 3.80% Add +22.3% 328,925 $14.0M
Choreo, LLC 0.23% Add +70.9% 324,467 $13.9M
Cetera Investment Advisers 0.03% Reduce -6.9% 322,813 $13.7M
Prudential PLC 0.10% Reduce -0.0% 322,250 $13.7M
Capula Management Ltd 0.15% Reduce -16.2% 320,300 $13.6M
ExodusPoint Capital Management, LP 0.15% Add +57.9% 316,587 $13.5M
IMC-Chicago, LLC 0.41% New 300,740 $12.8M
Kestra Advisory Services, LLC 0.07% Add +13.9% 319,229 $12.7M
Citizens Financial Group Inc. 0.27% Add +11.2% 289,024 $12.3M
Stock Yards Bank & Trust Co. 0.40% Reduce -5.2% 285,856 $12.2M
Mercer Global Advisors Inc. 0.03% Add +10.3% 285,320 $12.2M
GLOBALT Investments LLC / GA 0.48% Add +27.4% 283,405 $12.1M
Paloma Partners Management Co 1.31% Reduce -0.4% 281,578 $12.0M
Itau Unibanco Holding S.A. 0.49% Reduce -27.9% 280,529 $11.9M
Victory Capital Management Inc. 0.01% No change 279,333 $11.9M
BIP Wealth, LLC 0.97% Reduce -5.5% 278,938 $11.9M
Tudor Investment Corporation 0.13% Reduce -48.1% 268,687 $11.4M
Freestone Capital Holdings, LLC 0.41% Reduce -3.5% 267,637 $11.4M
SCS Capital Management LLC 0.23% Reduce -2.8% 258,232 $11.0M
Avantax Advisory Services, Inc. 0.08% Add +81.2% 254,623 $10.8M
Jasper Ridge Partners, L.P. 0.35% No change 254,150 $10.8M
Retirement Financial Solutions, LLC 5.08% Add +12.8% 253,433 $10.8M
Consolidated Investment Group LLC 1.67% No change 252,416 $10.8M
Colton Groome Financial Advisors, LLC 4.12% Add +4.3% 245,499 $10.5M
LGL Partners, LLC 1.52% Reduce -1.8% 244,244 $10.4M
Resona Asset Management Co.,Ltd. 0.06% Reduce -1.1% 242,508 $10.3M
Bailard, Inc. 0.28% Reduce -0.8% 239,547 $10.2M
Verger Capital Management LLC 5.18% Add +0.4% 238,669 $10.2M
WealthBridge Investment Counsel Inc. 3.74% Reduce -0.3% 229,810 $9.8M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -16.5% 226,281 $9.6M
Walleye Trading LLC 0.19% Reduce -88.6% 224,667 $9.6M
Inspire Trust Co, N.A. 3.14% Add +25.2% 223,334 $9.5M
Moneta Group Investment Advisors LLC 0.15% Reduce -2.3% 222,371 $9.5M
Dimension Capital Management LLC 1.91% Add +2.5% 220,588 $9.4M
Lido Advisors, LLC 0.08% Add +38.5% 219,919 $9.4M
Commerce Bank 0.06% Reduce -2.5% 215,471 $9.2M
Cromwell Holdings LLC 5.31% — 208,500 $8.9M
Banque Pictet & Cie SA 0.09% No change 207,372 $8.8M
Tower Research Capital LLC (TRC) 0.15% Reduce -6.5% 206,479 $8.8M
Portland Global Advisors LLC 1.18% Reduce -3.4% 204,805 $8.7M
Granite Bay Wealth Management, LLC 4.66% New 204,429 $8.7M
MAI Capital Management 0.09% Reduce -3.7% 203,586 $8.7M
Equitable Holdings, Inc. 0.09% Add +216.1% 202,467 $8.6M
Jump Financial, LLC 0.17% Add +329.0% 200,439 $8.5M
Erste Asset Management GmbH 0.11% Add +1.9% 200,200 $8.5M
Janney Montgomery Scott LLC 0.03% Reduce -2.2% 199,800 $8.5M
Caisse de depot et placement du Quebec 0.02% Reduce -31.4% 199,022 $8.5M
Bokf, NA 0.15% Reduce -8.8% 198,962 $8.5M
Blair William & Co. 0.03% Add +1.9% 198,848 $8.5M
Bridgewater Associates 0.04% Reduce -47.2% 197,862 $8.4M
Allen Investment Management, LLC 0.10% Reduce -32.0% 196,138 $8.4M
US Financial Advisors, LLC 2.78% Add +7.8% 194,515 $8.3M
Vista Finance, LLC 12.70% Add +499.9% 194,386 $8.3M
FFT Wealth Management LLC 0.73% Reduce -2.7% 194,147 $8.3M
SteelPeak Wealth, LLC 0.39% Add +31.2% 193,859 $8.3M
Fiduciary Trust Co 0.12% Reduce -5.9% 193,466 $8.2M
Vantage Financial Partners Ltd., Inc. 2.03% Reduce -4.8% 191,683 $8.2M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -51.8% 186,246 $7.9M
Verdence Capital Advisors LLC 0.70% Add +0.0% 185,917 $7.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Reduce -23.3% 184,157 $7.9M
Cullen/Frost Bankers, Inc. 0.11% Reduce -20.3% 184,627 $7.9M
Clear Creek Financial Management, LLC 0.95% Add +21.6% 183,259 $7.8M
Stevens Capital Management LP 2.63% Reduce -49.0% 182,561 $7.8M
Mittelman Wealth Management 4.90% No change 177,564 $7.6M
Willis Johnson & Associates, Inc. 0.62% Add +3.4% 177,236 $7.5M
Metropolitan Life Insurance Co 2.97% No change 176,480 $7.5M
Syon Capital LLC 0.69% Add +0.8% 175,773 $7.5M
Salomon & Ludwin, LLC 0.82% Reduce -30.2% 172,724 $7.3M
Arbor Investment Advisors, LLC 1.07% Reduce -4.1% 171,772 $7.3M
PFW Advisors LLC 2.32% Reduce -9.4% 171,499 $7.3M
Mill Creek Capital Advisors, LLC 0.19% Reduce -20.9% 170,691 $7.3M
Thrivent Financial for Lutherans 0.01% Add +8.7% 169,530 $7.2M
Regal Investment Advisors LLC 0.48% Reduce -1.0% 168,505 $7.2M
Buckingham Strategic Wealth, LLC 0.07% Reduce -4.4% 167,157 $7.1M
Azimuth Capital Investment Management LLC 0.28% Add +22.9% 164,262 $7.0M
Allie Family Office LLC 4.17% Add +2.4% 162,092 $6.9M
LMCG Investments, LLC 0.40% Reduce -0.0% 162,261 $6.9M
Whittier Trust Co. of Nevada Inc. 0.19% Reduce -0.1% 162,043 $6.9M
Rwa Wealth Partners, LLC 0.09% Reduce -5.7% 160,392 $6.8M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -4.7% 158,851 $6.8M
Tiaa Trust, National Association 0.02% Reduce -3.0% 157,995 $6.7M
Summit Trail Advisors, LLC 0.17% Add +4.2% 156,340 $6.7M
Banco Santander, S.A. 0.08% Reduce -11.8% 151,792 $6.5M
Valeo Financial Advisors, LLC 0.20% Reduce -11.6% 149,751 $6.4M
Townsquare Capital LLC 0.09% Reduce -2.7% 149,666 $6.4M
NTV Asset Management LLC 0.91% Add +1.6% 148,719 $6.3M
Trustmark Bank Trust Department 0.50% Reduce -1.7% 147,415 $6.3M
New York State Common Retirement Fund 0.01% Reduce -34.7% 146,854 $6.3M
Linscomb Wealth, Inc. 0.32% Reduce -1.7% 146,127 $6.2M
Ilmarinen Mutual Pension Insurance Co 0.07% No change 144,800 $6.2M
Glenview Trust Co 0.12% Reduce -4.1% 140,891 $6.0M
Brown Wealth Management, LLC 2.41% Reduce -2.8% 140,560 $6.0M
TCTC Holdings, LLC 0.20% Reduce -5.4% 139,918 $6.0M
First Financial Bank - Trust Division 0.58% Add +4.3% 138,224 $5.9M
Tandem Wealth Advisors LLC 3.15% Add +1.4% 138,090 $5.9M
Staley Capital Advisers Inc. 0.27% No change 138,050 $5.9M
Three Bridge Wealth Advisors, LLC 2.30% Reduce -4.8% 136,018 $5.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% No change 136,000 $5.8M
Pinnacle Financial Group, LLC / IL 2.47% Add +0.8% 135,425 $5.8M
Bedell Frazier Investment Counselling, LLC 1.38% Reduce -0.9% 134,275 $5.7M
RTD Financial Advisors, Inc. 0.76% Add +0.0% 132,567 $5.6M
Lee Johnson Capital Management, LLC 2.87% Reduce -27.4% 131,877 $5.6M
Little House Capital LLC 1.76% Reduce -3.4% 131,838 $5.6M
DT Investment Partners, LLC 0.49% No change 129,704 $5.5M
First Commonwealth Financial Corp 1.41% Reduce -3.8% 128,902 $5.5M
AMG National Trust Bank 0.15% Add +10.4% 127,770 $5.4M
Ballentine Partners, LLC 0.10% Reduce -3.3% 127,705 $5.4M
CIBC Asset Management Inc 0.02% Reduce -3.3% 126,779 $5.4M
Parallel Advisors, LLC 0.14% Reduce -11.0% 126,643 $5.4M
Castleark Management LLC 0.22% No change 126,100 $5.4M
OneDigital Investment Advisors LLC 0.07% Add +43.0% 125,830 $5.4M
Analyst IMS Investment Management Services Ltd. 0.22% No change 125,655 $5.4M
REDW Wealth LLC 1.40% Add +0.0% 125,344 $5.3M
BBJS Financial Advisors, LLC 1.99% Reduce -25.5% 125,207 $5.3M
PKO Investment Management Joint-Stock Co 0.66% Add +19.1% 124,911 $5.3M
Rafferty Asset Management, LLC 0.02% Add +10.2% 124,810 $5.3M
Hancock Whitney Corp. 0.18% Reduce -3.7% 123,810 $5.3M
LBMC Investment Advisors, LLC 0.45% Reduce -8.7% 122,214 $5.2M
Stephens Inc. 0.08% Reduce -7.5% 121,780 $5.2M
Bridges Investment Management Inc. 0.08% Add +25.9% 121,772 $5.2M
Heritage Wealth Advisors 0.23% No change 121,740 $5.2M
SVB Wealth LLC 0.13% Reduce -20.5% 121,435 $5.2M
Clarity Wealth Advisors, LLC 1.67% Add +4.8% 121,374 $5.2M
Summit Wealth & Retirement Planning, Inc. 1.75% Reduce -0.2% 120,571 $5.1M
Whittier Trust Co. 0.07% Reduce -0.9% 119,746 $5.1M
Beirne Wealth Consulting Services, LLC 2.05% Add +533.0% 119,520 $5.1M
Lake Hills Wealth Management, LLC 3.64% Add +1.2% 119,150 $5.1M
Brighton Jones LLC 0.17% Add +2.5% 118,628 $5.1M
Callan Family Office, LLC 0.95% Add +1.1% 116,339 $5.0M
Curi Capital, LLC 0.12% Reduce -3.9% 115,615 $4.9M
Bessemer Group Inc. 0.01% Reduce -2.0% 115,602 $4.9M
EFG Asset Management (Americas) Corp. 0.94% Add +87.6% 113,066 $4.8M
Rathbones Group PLC 0.03% Add +2.4% 113,017 $4.8M
Harvest Investment Advisors, LLC 3.54% Reduce -1.0% 112,808 $4.8M
LSP Investment Advisors, LLC 2.63% No change 108,830 $4.6M
1ST Source Bank 0.27% Reduce -0.6% 107,741 $4.6M
Synovus Financial Corp. 0.06% Reduce -2.0% 107,015 $4.6M
Central Bank & Trust Co. 0.63% Reduce -18.2% 106,904 $4.6M
Healthcare of Ontario Pension Plan Trust Fund 0.01% No change 106,300 $4.5M
Simmons Bank 0.34% Reduce -2.6% 106,094 $4.5M
Perigon Wealth Management, LLC 0.13% Reduce -22.3% 105,808 $4.5M
Geneos Wealth Management Inc. 0.20% Reduce -3.3% 104,838 $4.5M
T. Rowe Price Associates Inc. 0.00% No change 104,802 $4.5M
Insigneo Advisory Services, LLC 0.50% Reduce -32.9% 110,222 $4.5M
Fluent Financial, LLC 2.21% Add +14.2% 103,072 $4.4M
All Terrain Financial Advisors, LLC 1.84% Add +6.6% 102,917 $4.4M
J.W. Cole Advisors, Inc. 0.21% Reduce -8.8% 102,656 $4.4M
Country Club Bank 0.30% Reduce -5.5% 102,354 $4.4M
Horizon Bancorp Inc. 2.05% Add +4.3% 101,083 $4.3M
Focus Partners Advisor Solutions, LLC 0.11% Reduce -2.7% 100,382 $4.3M
Corepath Wealth Partners LLC 4.49% Reduce -3.0% 97,606 $4.3M
Westport Asset Management Inc. 2.13% No change 100,000 $4.3M
Baron Financial Group, LLC 2.70% Reduce -2.6% 99,824 $4.3M
International City Management Association Retirement Corp 3.11% No change 99,782 $4.2M
Marshall & Sullivan Inc. 2.12% Add +1.6% 99,486 $4.2M
Edmond DE Rothschild Holding S.A. 0.07% Reduce -6.7% 99,129 $4.2M
Highview Capital Management LLC 1.73% New 97,907 $4.2M
Fiducient Advisors LLC 0.57% Add +30.7% 97,184 $4.1M
Mma Asset Management LLC 1.92% Add +2.7% 96,510 $4.1M
CW Advisors, LLC 0.06% Add +12.6% 95,502 $4.1M
Prospera Financial Services Inc 0.11% Reduce -1.3% 94,574 $4.0M
Private Advisor Group, LLC 0.03% Add +1.6% 94,340 $4.0M
Two Sigma Securities, LLC 0.19% Reduce -19.0% 93,341 $4.0M
Federation des caisses Desjardins du Quebec 0.02% Add +69.5% 93,032 $4.0M
NBT Bank, N.A. 0.28% Reduce -2.0% 92,651 $3.9M
Pine Valley Investments Ltd Liability Co 0.29% Reduce -8.2% 92,560 $3.9M
City Holding Co. 0.58% Reduce -2.6% 92,161 $3.9M
Earnest Partners LLC 0.02% Reduce -7.3% 90,345 $3.8M
Cadence Wealth Management LLC 2.67% Reduce -22.3% 89,837 $3.8M
Modera Wealth Management, LLC 0.06% Reduce -1.4% 89,268 $3.8M
Brown Advisory Inc. 0.00% Reduce -2.8% 88,568 $3.8M
Prism Advisors, Inc. 1.14% No change 88,106 $3.8M
Calamos Wealth Management LLC 0.20% Add +7.3% 87,581 $3.7M
Varma Mutual Pension Insurance Co 0.03% No change 86,517 $3.7M
Widmann Financial Services, Inc. 2.98% Add +0.9% 85,955 $3.7M
Aries Wealth Management 1.15% Add +5.9% 85,763 $3.7M
Financial Synergies Wealth Advisors, Inc. 0.49% Add +1.0% 85,713 $3.7M
Oldfather Financial Services, LLC 1.47% Add +1.6% 84,181 $3.6M
Fiera Capital Corp 0.01% Reduce -1.0% 84,068 $3.6M
Mirabaud & Cie SA 1.21% Reduce -10.3% 83,632 $3.6M
Savant Capital, LLC 0.04% Reduce -6.1% 83,323 $3.5M
Select Asset Management & Trust 1.40% Add +266.1% 82,550 $3.5M
Tobias Financial Advisors, Inc. 0.75% Reduce -27.5% 81,265 $3.5M
Israel Discount Bank of New York 5.48% Reduce -31.8% 80,871 $3.4M
Avantax Planning Partners, Inc. 0.11% Reduce -9.0% 80,788 $3.4M
Asset Management Group, Inc. 0.52% Reduce -1.6% 80,700 $3.4M
Oppenheimer & Co. Inc. 0.05% Add +1.8% 79,626 $3.4M
Global Retirement Partners, LLC 0.11% Add +10.0% 79,616 $3.4M
Blue Fin Capital, Inc. 0.68% Reduce -4.9% 79,091 $3.4M
First American Trust, FSB 0.34% New 79,355 $3.4M
EP Wealth Advisors, LLC 0.04% Reduce -17.1% 79,057 $3.4M
Beacon Pointe Advisors, LLC 0.04% Reduce -2.0% 76,018 $3.2M
Bluespring Wealth Management, LLC 0.35% Reduce -4.8% 75,933 $3.2M
Allstate Corp. 0.26% Reduce -25.0% 74,965 $3.2M
SP Asset Management LLC 0.29% Reduce -5.8% 74,916 $3.2M
Larson Financial Group LLC 0.22% Add +420.7% 74,726 $3.2M
Scotia Capital Inc. 0.02% Add +1.3% 74,665 $3.2M
EWG Elevate Inc. 1.16% Add +0.2% 74,488 $3.2M
JSF Financial, LLC 0.96% Reduce -10.7% 73,740 $3.1M
NorthCoast Asset Management LLC 0.03% Add +52.5% 73,592 $3.1M
First National Trust Co 0.13% Add +49.7% 73,071 $3.1M
Boyd Watterson Asset Management LLC 0.90% Add +106.1% 72,789 $3.1M
Wealthspire Advisors, LLC 0.04% Add +77.9% 72,605 $3.1M
Sanctuary Advisors, LLC 0.02% — 75,037 $3.1M
Hoge Financial Services, LLC 2.51% Add +4.2% 71,964 $3.1M
Laird Norton Wetherby Wealth Management, LLC 0.14% Add +0.2% 71,421 $3.0M
Foundation Wealth Management, LLC 2.37% Add +2.0% 71,131 $3.0M
Edge Capital Group, LLC 0.15% Reduce -1.9% 71,020 $3.0M
Atria Wealth Solutions, Inc. 0.03% Reduce -6.5% 70,439 $3.0M
Raymond James Trust N.A. 0.07% Reduce -2.8% 69,842 $3.0M
Moneco Advisors, LLC 0.44% New 69,817 $3.0M
BNP Paribas 0.15% Add +8.5% 69,517 $3.0M
Optiver Holding B.V. 0.06% Add +732.4% 69,416 $3.0M
Wilmington Savings Fund Society, FSB 0.11% Reduce -1.6% 68,889 $2.9M
Capital Planning Advisors, LLC 0.50% Add +215.8% 68,686 $2.9M
Oppenheimer Asset Management Inc. 0.04% Add +19.4% 68,448 $2.9M
Urban Financial Advisory Corp 1.77% Reduce -1.5% 68,072 $2.9M
Cibc World Markets Corp. 0.02% Add +16.1% 67,820 $2.9M
Globeflex Capital L P 0.30% New 67,744 $2.9M
NewEdge Advisors, LLC 0.02% Reduce -7.2% 67,448 $2.9M
Burke & Herbert Bank & Trust Co. 0.70% Add +461.4% 67,386 $2.9M
Arrowstreet Capital, Limited Partnership 0.00% Add +17.7% 66,660 $2.8M
Full Sail Capital, LLC 0.19% No change 66,650 $2.8M
Moore Capital Management, LP 0.06% Add +1.4% 66,406 $2.8M
Sowell Financial Services LLC 0.13% Reduce -4.7% 66,231 $2.8M
United Capital Financial Advisors, LLC 0.02% Add +14.6% 66,129 $2.8M
Weiss Asset Management LP 0.22% New 66,000 $2.8M
Pure Financial Advisors, LLC 0.08% Add +1.7% 65,568 $2.8M
Independence Bank of Kentucky 0.73% Reduce -3.7% 64,790 $2.8M
Alliancebernstein L.P. 0.00% Add +4.5% 64,662 $2.8M
Sei Investments Co. 0.00% Reduce -67.0% 64,221 $2.7M
Greenfield FTC, Inc. 0.62% Reduce -63.2% 64,202 $2.7M
Grove Bank & Trust 0.44% Add +31.6% 64,164 $2.7M
Integrated Wealth Concepts LLC 0.04% Reduce -8.6% 63,996 $2.7M
Ninety One UK Ltd 0.01% New 62,603 $2.7M
HB Wealth Management, LLC 0.03% Add +4.2% 62,488 $2.7M
Toronto Dominion Bank 0.00% Reduce -19.4% 62,409 $2.7M
Smithfield Trust Co 0.14% Add +0.4% 62,388 $2.7M
Venture Visionary Partners LLC 0.12% Reduce -4.3% 62,165 $2.6M
StoneX Group Inc. 0.21% Add +28.8% 61,916 $2.6M
Howland Capital Management LLC 0.13% Reduce -2.6% 61,492 $2.6M
Ashton Thomas Private Wealth, LLC 0.14% Add +0.6% 60,497 $2.6M
Ieq Capital, LLC 0.03% Add +23.4% 59,477 $2.5M
Richard W. Paul & Associates, LLC 0.98% Add +16.8% 59,356 $2.5M
Allen Mooney & Barnes Investment Advisors LLC 0.45% Reduce -0.3% 59,324 $2.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Reduce -0.1% 59,105 $2.5M
Abacus Planning Group, Inc. 0.48% Reduce -0.1% 58,540 $2.5M
Chicago Partners Investment Group LLC 0.10% Reduce -1.0% 59,212 $2.5M
NorthCrest Asset Manangement, LLC 0.08% Reduce -0.5% 58,084 $2.5M
Bank of Hawaii 0.11% Reduce -8.5% 58,053 $2.5M
Waters Parkerson & Co., LLC 0.13% Reduce -9.3% 57,615 $2.5M
Efficient Advisors, LLC 0.16% Reduce -17.9% 56,798 $2.4M
Vance Wealth, LLC 0.99% Reduce -9.2% 56,609 $2.4M
Prelude Capital Management, LLC 0.20% Reduce -4.6% 56,499 $2.4M
Stelac Advisory Services LLC 1.00% Add +23.5% 55,834 $2.4M
MassMutual Private Wealth & Trust, FSB 0.07% Reduce -4.4% 55,312 $2.4M
Aveo Capital Partners, LLC 0.26% Reduce -26.1% 54,071 $2.3M
Flagship Harbor Advisors, LLC 0.14% Add +102.7% 54,039 $2.3M
Institute for Wealth Management, LLC. 0.31% Add +0.1% 53,888 $2.3M
Bremer Bank National Association 0.44% Reduce -24.0% 53,231 $2.3M
D.A. Davidson & Co. 0.02% Reduce -40.1% 53,039 $2.3M
Connecticut Wealth Management, LLC 0.12% Reduce -6.5% 53,009 $2.3M
Weil Company, Inc. 0.82% Reduce -1.0% 52,868 $2.3M
Rakuten Investment Management, Inc. 0.01% No change 52,844 $2.2M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -10.1% 47,314 $2.2M
Steward Partners Investment Advisory, LLC 0.02% Reduce -1.1% 52,584 $2.2M
Running Point Capital Advisors, LLC 0.92% No change 52,370 $2.2M
Amarillo National Bank 0.42% Reduce -89.9% 52,194 $2.2M
Agf Management Ltd. 0.01% Reduce -16.8% 52,185 $2.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.05% Reduce -1.4% 51,679 $2.2M
Providence First Trust Co 0.99% No change 51,610 $2.2M
Sachem Hill LLC 0.47% Add +0.6% 51,280 $2.2M
Robertson Stephens Wealth Management, LLC 0.11% Reduce -52.0% 51,257 $2.2M
First Foundation Advisors 0.08% Reduce -9.3% 50,540 $2.2M
Family Firm, Inc. 0.48% Add +2.4% 50,502 $2.2M
Waverly Advisors, LLC 0.04% Reduce -1.0% 50,270 $2.1M
First Interstate Bank 0.14% No change 50,183 $2.1M
Blue Trust, Inc. 0.03% Add +1914.2% 51,967 $2.1M
Foster & Motley Inc. 0.14% Reduce -11.4% 49,498 $2.1M
Lake Street Advisors Group, LLC 0.10% Reduce -1.3% 49,210 $2.1M
Rokos Capital Management LLP 0.05% New 49,047 $2.1M
Parcion Private Wealth LLC 0.19% Reduce -21.3% 48,641 $2.1M
SlateStone Wealth, LLC 0.22% Reduce -5.6% 48,583 $2.1M
BSW Wealth Partners 0.34% Reduce -16.3% 48,506 $2.1M
Yousif Capital Management, LLC 0.02% Reduce -37.8% 48,503 $2.1M
HFG Advisors, Inc. 1.91% Add +4.2% 48,121 $2.0M
Spire Wealth Management 0.07% Reduce -5.4% 48,059 $2.0M
Financial Counselors Inc. 0.03% Add +12.1% 47,621 $2.0M
Rehmann Capital Advisory Group 0.15% Reduce -4.4% 47,540 $2.0M
Clearstead Advisors, LLC 0.03% Add +70.2% 47,424 $2.0M
Aspiriant, LLC 0.08% Reduce -17.5% 47,308 $2.0M
Fort Point Capital Partners LLC 0.26% Reduce -23.2% 47,004 $2.0M
River Wealth Advisors LLC 0.28% Reduce -9.4% 46,507 $2.0M
Harbour Investments, Inc. 0.07% Add +5.7% 46,079 $2.0M
Nepc LLC 0.06% Reduce -5.0% 46,072 $2.0M
Financial Engines Advisors L.L.C. 0.00% Add +35.0% 45,944 $2.0M
Quest Investment Management LLC 0.22% Reduce -5.0% 45,894 $2.0M
Independent Financial Group, LLC 0.08% Reduce -9.2% 45,738 $1.9M
Balanced Wealth Group LLC 0.88% Reduce -18.3% 45,558 $1.9M
Valmark Advisers, Inc. 0.03% Reduce -1.4% 45,525 $1.9M
Pinebridge Investments, L.P. 0.02% Add +9.5% 45,489 $1.9M
PACK Private Wealth, LLC 1.20% Add +0.4% 45,382 $1.9M
Guidance Capital, Inc. 0.63% Add +1.5% 44,742 $1.9M
Pacer Advisors, Inc. 0.00% New 45,000 $1.9M
GTS Securities LLC 0.04% Reduce -54.8% 44,901 $1.9M
Fogel Capital Management, Inc. 1.02% Reduce -2.3% 44,893 $1.9M
Mather Group, Llc. 0.02% Add +3.1% 46,432 $1.9M
First Financial Bankshares Inc 0.04% No change 43,894 $1.9M
Legacy Trust 0.46% Add +0.2% 43,462 $1.9M
Solstein Capital, LLC 1.20% Reduce -10.8% 43,272 $1.8M
Fulton Bank, N.A. 0.07% Reduce -0.6% 43,261 $1.8M
Clifford Swan Investment Counsel LLC 0.07% No change 42,785 $1.8M
Sunbelt Securities, Inc. 0.18% Reduce -1.6% 42,370 $1.8M
Mandatum Life Insurance Co Ltd 0.60% No change 42,083 $1.8M
First Merchants Corp. 0.07% Reduce -7.9% 41,945 $1.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +8.4% 41,573 $1.8M
Voya Investment Management LLC 0.00% Reduce -52.2% 41,142 $1.8M
Atlas Brown,Inc. 0.62% Reduce -0.2% 40,851 $1.7M
Cliffwater LLC 0.37% No change 40,400 $1.7M
Tiemann Investment Advisors, LLC 0.77% Reduce -11.4% 40,390 $1.7M
Sumitomo Mitsui Financial Group, Inc. 0.05% Add +15.3% 40,366 $1.7M
Viewpoint Capital Management LLC 1.05% Add +1.7% 40,351 $1.7M
Composition Wealth, LLC 0.04% Reduce 0.0% 40,346 $1.7M
RFG Advisory, LLC 0.05% Reduce -3.2% 39,567 $1.7M
Capital Group Private Client Services, Inc. 0.02% Add +0.2% 39,244 $1.7M
Cwm, LLC 0.01% Reduce -5.9% 39,124 $1.7M
Wealthcare Advisory Partners LLC 0.05% Add +1.0% 39,103 $1.7M
F/m Investments LLC 0.06% New 39,000 $1.7M
Heritage Investors Management Corp. 0.06% Reduce -1.6% 38,973 $1.7M
Lee Danner & Bass Inc. 0.13% — 38,785 $1.7M
Farmers & Merchants Investments Inc. 0.05% Reduce -0.8% 38,669 $1.6M
Smith, Moore & Co. 0.17% Reduce -0.2% 38,190 $1.6M
ERn Financial, LLC 0.27% Reduce -0.4% 37,975 $1.6M
Birch Hill Investment Advisors LLC 0.08% No change 37,929 $1.6M
Manchester Capital Management LLC 0.19% No change 37,811 $1.6M
Belpointe Asset Management LLC 0.11% Add +7.8% 37,780 $1.6M
Gsa Capital Partners LLP 0.11% New 37,745 $1.6M
Lyell Wealth Management, LP 0.15% Reduce -14.3% 37,732 $1.6M
Dominguez Wealth Management Solutions, Inc. 1.21% Add +6.9% 37,606 $1.6M
Gryphon Financial Partners LLC 0.24% Reduce -11.5% 37,475 $1.6M
Pathway Financial Advisors LLC 0.43% No change 37,355 $1.6M
Park Avenue Securities LLC 0.02% Add +3.3% 37,025 $1.6M
Aureus Asset Management, LLC 0.11% Reduce -0.5% 36,625 $1.6M
Raffa Wealth Management, LLC 0.44% Add +0.0% 36,338 $1.5M
Harbor Advisory Corp. 0.53% No change 36,314 $1.5M
Beaumont Financial Advisors, LLC 0.12% Add +0.3% 36,308 $1.5M
Penobscot Investment Management Company, Inc. 0.15% Reduce -14.3% 36,289 $1.5M
Aspect Partners, LLC 0.92% Add +20.1% 36,146 $1.5M
Johnson Investment Counsel Inc. 0.02% Reduce -2.0% 35,953 $1.5M
Renaissance Technologies 0.00% Reduce -75.9% 35,900 $1.5M
Evergreen Capital Management LLC 0.06% Add +3.6% 35,806 $1.5M
Amundi 0.00% Reduce -23.1% 35,000 $1.5M
Capital Investment Advisors, LLC 0.03% Reduce -4.1% 35,695 $1.5M
Farmers Trust Co. 0.31% Reduce -0.1% 35,667 $1.5M
Unionview, LLC 1.24% Reduce -24.1% 35,590 $1.5M
JFS Wealth Advisors, LLC 0.12% Add +0.4% 35,340 $1.5M
Litman Gregory Wealth Management LLC 0.13% Reduce -33.5% 35,158 $1.5M
FF Advisors,LLC 1.05% No change 35,065 $1.5M
Washington Trust Bank 0.15% Reduce -21.1% 34,743 $1.5M
Ramsay, Stattman, Vela & Price, Inc. 0.28% Reduce -5.7% 34,711 $1.5M
Sequoia Financial Advisors, LLC 0.02% Reduce -2.9% 34,512 $1.5M
Canton Hathaway, LLC 0.40% No change 34,485 $1.5M
Clarus Wealth Advisors 0.78% Add +4.0% 33,302 $1.5M
GoalVest Advisory LLC 0.47% Add +14.6% 34,294 $1.5M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -10.5% 33,978 $1.4M
Northeast Investment Management 0.07% Reduce -12.9% 33,914 $1.4M
IFG Advisory, LLC 0.09% Reduce -0.1% 33,907 $1.4M
Boston Financial Mangement LLC 0.05% Add +3.7% 33,867 $1.4M
Kowal Investment Group, LLC 0.29% Reduce -22.0% 33,829 $1.4M
Atticus Wealth Management, LLC 0.47% Reduce -0.7% 33,710 $1.4M
Sentinel Trust Co. Lba 0.18% Reduce -1.6% 33,665 $1.4M
BLB&B Advisors, LLC 0.08% Reduce -4.6% 33,609 $1.4M
Foundations Investment Advisors, LLC 0.03% Add +177.5% 33,515 $1.4M
Glen Eagle Advisors, LLC 0.26% Add +1.1% 33,374 $1.4M
Peapack Gladstone Financial Corp. 0.02% Reduce -10.3% 33,319 $1.4M
Integrated Investment Consultants, LLC 0.39% No change 34,511 $1.4M
BluePointe Capital Management, LLC 0.95% Reduce -2.9% 33,136 $1.4M
LBJ Family Wealth Advisors, Ltd. 0.88% Add +0.4% 32,967 $1.4M
Colorado Capital Management, Inc. 0.78% No change 32,935 $1.4M
Bradley Foster & Sargent Inc. 0.03% Reduce -10.3% 32,801 $1.4M
Allspring Global Investments Holdings, LLC 0.00% Reduce -60.6% 32,691 $1.4M
Hoxton Planning & Management, LLC 0.64% Reduce -1.1% 32,380 $1.4M
Signaturefd, LLC 0.03% Add +0.8% 32,305 $1.4M
Highland Capital Management, LLC 0.08% Reduce -2.8% 32,292 $1.4M
Rockland Trust Co. 0.07% Reduce -20.7% 32,228 $1.4M
O'Dell Group, LLC 0.34% No change 33,401 $1.4M
Crewe Advisors LLC 0.15% Add +13.7% 32,194 $1.4M
Bartlett & Co. Wealth Management LLC 0.02% No change 32,033 $1.4M
AQR Capital Management 0.00% Add +75.4% 32,001 $1.4M
Invictus Private Wealth, LLC 0.11% Reduce -5.3% 31,913 $1.4M
Advisory Services Network, LLC 0.03% Reduce -8.6% 31,808 $1.4M
Colony Family Offices, LLC 0.43% Add +1.3% 31,557 $1.3M
Del-Sette Capital Management, LLC 1.10% Reduce -9.2% 31,488 $1.3M
Truepoint, Inc. 0.04% Reduce -2.8% 31,280 $1.3M
Mycio Wealth Partners, LLC 0.34% Add +0.7% 31,193 $1.3M
Axiom Advisory, LLC 0.01% New 31,500 $1.3M
Credit Agricole S A 0.01% Add +389.8% 30,789 $1.3M
Prosperity Planning, Inc. 0.45% Reduce -1.3% 30,528 $1.3M
Next Capital Management LLC 0.55% No change 30,411 $1.3M
Bar Harbor Wealth Management 0.09% Reduce -0.1% 30,386 $1.3M
Morris Financial Concepts, Inc. 0.60% Reduce -27.7% 29,493 $1.3M
Argent Trust Co 0.06% Reduce -5.7% 29,482 $1.3M
Daymark Wealth Partners, LLC 0.06% Add +22.8% 29,409 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 29,300 $1.2M
Allworth Financial LP 0.01% Add +1.0% 29,052 $1.2M
Orin Green Financial, LLC 0.57% New 28,914 $1.2M
Heritage Trust Co 0.16% Add +1.8% 28,735 $1.2M
Magnus Financial Group LLC 0.14% Add +4.6% 28,723 $1.2M
Roof Eidam Maycock Peralta, LLC 0.33% No change 28,660 $1.2M
Signature Estate & Investment Advisors LLC 0.03% New 28,580 $1.2M
Parisi Gray Wealth Management 0.44% Reduce -4.0% 28,552 $1.2M
Red Tortoise LLC 0.66% Add +0.7% 28,544 $1.2M
Hoylecohen, LLC 0.09% Reduce -14.5% 28,332 $1.2M
Affiance Financial, LLC 0.31% Add +0.3% 28,175 $1.2M
Rothschild & Co Wealth Management UK Ltd 0.02% No change 28,100 $1.2M
Patten & Patten Inc. 0.08% Reduce -15.2% 28,070 $1.2M
Prio Wealth Limited Partnership 0.04% Reduce -10.8% 28,004 $1.2M
TD Private Client Wealth LLC 0.04% Add +16.2% 27,895 $1.2M
Evercore Wealth Management, LLC 0.02% Reduce -2.9% 27,679 $1.2M
Partners Capital Investment Group, LLP 0.02% Reduce -83.1% 27,543 $1.2M
Wolverine Trading, LLC 0.02% Reduce -77.3% 27,297 $1.2M
Midwest Professional Planners, LTD. 0.39% Reduce -69.8% 27,241 $1.2M
Samalin Investment Counsel, LLC 0.54% Add +7.0% 27,057 $1.2M
Simon Quick Advisors, LLC 0.08% Add +3.0% 27,006 $1.2M
First Bank & Trust 0.23% No change 26,947 $1.1M
Cyndeo Wealth Partners, LLC 0.09% Add +1.7% 26,580 $1.1M
SpiderRock Advisors, LLC 0.03% Reduce -23.1% 26,571 $1.1M
Elevation Point Wealth Partners, LLC 0.09% Reduce -0.0% 26,495 $1.1M
Obermeyer Wealth Partners 0.06% Reduce -4.4% 26,238 $1.1M
HBK Sorce Advisory LLC 0.04% Reduce -4.1% 26,182 $1.1M
Osborne Partners Capital Management, LLC 0.07% Add +1.0% 26,067 $1.1M
Benjamin F. Edwards & Company, Inc. 0.02% Add +963.1% 26,056 $1.1M
GM Advisory Group, LLC 0.07% Add +0.7% 26,023 $1.1M
Pineridge Advisors LLC 0.38% Add +16.4% 25,984 $1.1M
Smith Chas P & Associates Pa Cpas 0.07% Reduce -25.1% 25,882 $1.1M
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.07% New 25,882 $1.1M
Marble Harbor Investment Counsel, LLC 0.13% Reduce -0.8% 25,800 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Reduce -0.1% 25,776 $1.1M
Independent Family Office, LLC 0.63% Reduce -2.3% 25,754 $1.1M
Northwest Wealth Management, LLC 0.28% No change 25,668 $1.1M
Sonata Capital Group Inc. 0.56% Add +2.6% 25,541 $1.1M
Atria Investments, Inc 0.01% Reduce -14.9% 25,504 $1.1M
Crescent Grove Advisors, LLC 0.12% Reduce -2.3% 25,380 $1.1M
B. Riley Wealth Advisors, Inc. 0.03% Reduce -7.5% 25,358 $1.1M
Sageworth Trust Co 0.07% No change 25,330 $1.1M
DBK Financial Counsel, LLC 1.17% No change 25,237 $1.1M
XML Financial, LLC 0.11% Add +0.4% 25,227 $1.1M
Pinion Investment Advisors, LLC 0.53% Add +16.7% 25,096 $1.1M
Newport Capital Group, LLC 0.84% — 25,049 $1.1M
BTG Pactual Asset Management US LLC 0.27% — 24,838 $1.1M
Washington Trust Advisors, Inc. 0.10% No change 24,804 $1.1M
Sierra Summit Advisors LLC 0.26% No change 24,750 $1.1M
Regis Management CO LLC 0.32% No change 24,604 $1.0M
Caz Investments LP 1.53% No change 24,361 $1.0M
Glass Jacobson Investment Advisors llc 0.38% Reduce -2.2% 24,218 $1.0M
Evanson Asset Management, LLC 0.08% Add +0.0% 24,062 $1.0M
Forvis Mazars Wealth Advisors, LLC 0.03% No change 24,009 $1.0M
Arrien Investments, Inc. 0.79% Reduce -42.9% 23,876 $1.0M
Trexquant Investment LP 0.02% New 23,802 $1.0M
Financial Advocates Investment Management 0.06% Add +195.7% 23,672 $1.0M
Stratos Wealth Partners, LTD. 0.02% Reduce -7.2% 23,657 $1.0M
Kestra Private Wealth Services, LLC 0.02% Add +0.0% 23,555 $1.0M
Tortoise Investment Management, LLC 0.11% Reduce -0.0% 23,418 $997K
HUB Investment Partners, LLC 0.05% Add +55.6% 23,378 $996K
Bear Mountain Capital, Inc. 0.40% Reduce -4.7% 22,266 $991K
&partners 0.04% Add +24.9% 23,264 $991K
Tocqueville Asset Management L.P. 0.02% Reduce -2.5% 23,218 $989K
Matisse Capital 0.49% Add +0.7% 23,116 $985K
Leo Wealth, LLC 0.10% Reduce -31.1% 23,103 $984K
First National Bank Sioux Falls 0.51% No change 23,099 $984K
Twin Focus Capital Partners, LLC 0.16% Add +0.0% 23,038 $981K
Embree Financial Group 0.19% Reduce -5.6% 22,927 $976K
Wesbanco Bank Inc. 0.04% Add +4.4% 22,800 $971K
Ghe, LLC 0.39% No change 22,793 $971K
IFP Advisors, Inc 0.04% Add +52.1% 22,733 $968K
NWF Advisory Services Inc. 0.15% Reduce -7.1% 22,594 $962K
Compagnie Lombard Odier SCmA 0.02% No change 22,489 $958K
Annandale Capital, LLC 0.20% Reduce -2.6% 22,151 $943K
Merit Financial Group, LLC 0.02% Reduce -1.1% 22,132 $943K
Logan Stone Capital, LLC 0.24% New 22,004 $937K
LaSalle St. Investment Advisors, LLC 0.47% Reduce -7.1% 22,010 $937K
DGS Capital Management, LLC 0.26% Add +10.4% 21,848 $931K
Hilltop Holdings Inc. 0.11% Add +72.7% 21,828 $930K
Old National Bancorp 0.02% Add +13.2% 21,718 $925K
Cardiff Park Advisors, LLC 0.09% Add +0.3% 21,706 $924K
KMG Fiduciary Partners, LLC 0.09% Add +0.2% 21,678 $923K
Stratos Wealth Advisors, LLC 0.05% Add +6.0% 21,608 $920K
St. Louis Trust Co 0.14% No change 21,520 $917K
Greenland Capital Management LP 0.20% New 21,494 $915K
Webster Bank, N. A. 0.10% Reduce -8.1% 21,362 $910K
Edgestream Partners, L.P. 0.04% Add +80.1% 21,347 $909K
Hexagon Capital Partners LLC 0.20% Reduce -1.1% 21,344 $909K
Mission Wealth Management, LP 0.02% Add +0.4% 21,344 $909K
First Horizon Advisors, Inc. 0.03% Reduce -5.5% 21,329 $908K
Macquarie Group Ltd. 0.00% Add +59.6% 20,909 $891K
Calton & Associates, Inc. 0.45% Reduce -5.2% 20,871 $889K
Sovereign Financial Group, Inc. 0.22% Add +4.5% 20,858 $888K
Fifth Third Wealth Advisors LLC 0.07% Add +58.6% 20,857 $888K
Lionsbridge Wealth Management LLC 0.71% Reduce -2.4% 20,854 $888K
Conning Inc. 0.03% New 20,760 $884K
Gratus Capital, LLC 0.04% Add +3.1% 20,720 $882K
Afg Fiduciary Services Limited Partnership 0.62% Reduce -9.5% 20,455 $882K
Welch & Forbes LLC 0.01% Reduce -4.7% 20,225 $881K
Cedar Wealth Management, LLC 0.28% Add +0.6% 20,541 $875K
Noesis Capital Mangement Corp. 0.19% Add +0.4% 20,412 $869K
Apollon Wealth Management, LLC 0.03% Reduce -2.5% 20,356 $867K
Bulltick Wealth Management, LLC 0.24% Reduce -3.7% 20,276 $864K
Jefferies Financial Group Inc. 0.02% Reduce -51.5% 20,262 $863K
Bridgewater Advisors Inc. 0.11% Add +1.9% 20,482 $859K
Roble, Belko & Company, Inc 0.14% Reduce -2.2% 20,072 $855K
RBF Capital, LLC 0.05% No change 20,000 $852K
Fsa Wealth Partners, Inc. 0.23% Add +4.4% 19,959 $850K
World Investment Advisors 0.05% Add +16.8% 19,870 $846K
Cubist Systematic Strategies, LLC 0.01% Add +98.8% 19,767 $842K
Brand Asset Management Group, Inc. 0.36% No change 19,750 $841K
Westshore Wealth, LLC 0.35% Add +2.8% 19,620 $836K
Carret Asset Management, LLC 0.10% Add +1.3% 19,525 $832K
Resolute Advisors LLC 0.21% Add +0.7% 19,516 $831K
Global Trust Asset Management, LLC 0.33% Reduce -0.0% 19,349 $824K
MMBG Investment Advisors Co. 0.09% No change 19,239 $819K
Klingman & Associates, LLC 0.05% Add +10.8% 19,024 $810K
Crestwood Advisors Group, LLC 0.02% Add +3.4% 18,992 $809K
Whalerock Point Partners, LLC 0.22% No change 18,986 $809K
CIC Wealth, LLC 0.22% Add +0.7% 18,747 $798K
RiverGlades Family Offices LLC 0.62% Reduce -11.4% 18,662 $795K
Appleton Partners Inc. 0.06% Reduce -1.9% 18,620 $793K
Certuity, LLC 0.06% Reduce -28.7% 18,589 $792K
Private Wealth Group, LLC 0.42% No change 18,568 $791K
JMG Financial Group, Ltd. 0.03% No change 18,476 $787K
Cordgrass Capital Advisors, LLC 0.24% Reduce -1.7% 18,141 $773K
DAVENPORT & Co LLC 0.00% Add +4.0% 18,123 $772K
Schroder Investment Management Group 0.00% No change 18,000 $765K
Boothe Investment Group, Inc. 0.35% Reduce -3.5% 17,926 $765K
Edge Financial Advisors LLC 0.79% Reduce -7.6% 17,855 $760K
Perritt Capital Management Inc 0.41% No change 17,819 $759K
E&G Advisors, LLC 0.22% Reduce -2.2% 17,794 $758K
Gladstone Institutional Advisory LLC 0.04% Reduce -1.3% 17,657 $752K
CreativeOne Wealth, LLC 0.04% Reduce -3.6% 17,476 $744K
Procyon Advisors, LLC 0.05% Reduce -11.7% 17,401 $741K
Vanguard Group Inc. 0.00% Add +1.5% 17,345 $739K
Aerodigm Wealth, LLC 0.34% Reduce -1.3% 17,289 $736K
Evolution Wealth Advisors, LLC 0.14% Reduce -34.9% 17,280 $736K
Fidelis Capital Partners, LLC 0.10% Reduce -1.2% 17,875 $731K
Quintet Private Bank (Europe) S.A. 0.04% Add +144.9% 14,751 $725K
YHB Investment Advisors, Inc. 0.06% No change 16,994 $724K
Natixis 0.00% Add +26.0% 16,959 $722K
Strid Group, LLC 0.12% Add +0.4% 16,900 $720K
Endowment Wealth Management, Inc. 0.52% Add +19.8% 16,783 $715K
Everett Harris & Co. 0.01% Reduce -8.9% 16,707 $712K
HAP Trading, LLC 0.31% Add +33.1% 16,706 $712K
Chesapeake Wealth Management 0.26% Add +2.1% 16,661 $710K
BigSur Wealth Management LLC 0.22% No change 16,550 $705K
Angeles Wealth Management, LLC 0.07% Reduce -4.8% 16,434 $700K
Mayflower Financial Advisors, LLC 0.11% Add +28.6% 16,403 $699K
National Philanthropic Trust 0.01% Add +4.2% 16,375 $697K
Rossmore Private Capital 0.09% No change 16,312 $695K
Neuberger Berman Group LLC 0.00% Reduce -4.9% 16,159 $688K
Principal Securities, Inc. 0.02% Reduce -13.4% 16,076 $685K
Patriot Investment Management Group, Inc. 0.05% Add +1.6% 16,036 $683K
Mgo One Seven LLC 0.03% Add +82.4% 16,014 $682K
Joel Isaacson & Co., LLC 0.04% Add +5.4% 15,895 $677K
Ramirez Asset Management, Inc. 0.14% Add +75.9% 15,863 $676K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Reduce -4.3% 15,852 $675K
IHT Wealth Management, LLC 0.03% Reduce -8.0% 15,791 $673K
North Star Investment Management Corp. 0.05% Reduce -6.7% 15,768 $672K
Clearwater Capital Advisors, LLC 0.07% Reduce -1.9% 15,761 $671K
Stonebridge Capital Advisors LLC 0.06% Reduce -2.9% 15,600 $664K
Financial Planning & Information Services, Inc. 0.10% Reduce -7.4% 15,440 $658K
Orion Porfolio Solutions, LLC 0.01% Reduce -45.6% 15,356 $654K
Orion Portfolio Solutions, LLC 0.01% Reduce -45.6% 15,356 $654K
Farther Finance Advisors, LLC 0.03% Add +14.8% 15,117 $645K
Franklin, Parlapiano, Turner & Welch, LLC 0.18% Reduce -10.1% 15,145 $645K
Parsons Capital Management Inc. 0.04% Add +26.1% 15,142 $645K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +176.0% 15,058 $640K
Boothbay Fund Management, LLC 0.02% Add +25.0% 15,000 $639K
Carolinas Wealth Consulting LLC 0.12% Reduce -13.8% 14,950 $637K
Ti-Trust, Inc. 0.49% No change 14,923 $636K
Arcus Capital Partners, LLC 0.24% Reduce -17.0% 14,918 $635K
Retirement Income Solutions, Inc. 0.15% Reduce -48.3% 14,880 $634K
Flagstar Securities, Inc. 0.17% Reduce -2.0% 14,855 $633K
Cranbrook Wealth Management, LLC 0.15% Reduce -6.8% 14,774 $629K
Dynamic Advisor Solutions LLC 0.02% Reduce -8.2% 14,764 $629K
Bank of New Hampshire 0.16% No change 14,704 $626K
Salem Investment Counselors Inc. 0.02% Reduce -8.9% 14,684 $625K
First Citizens Bank & Trust Co. 0.01% Reduce -0.3% 14,631 $623K
Sage Mountain Advisors LLC 0.06% Add +26.5% 14,606 $622K
Canopy Partners, LLC 0.29% Add +4.4% 14,466 $616K
Wealthspire Retirement, LLC 0.05% Add +18.8% 14,458 $616K
Prime Capital Investment Advisors, LLC 0.01% Reduce -76.0% 14,397 $613K
NewEdge Wealth, LLC 0.01% Add +8.8% 14,361 $612K
Wellington Management Group LLP 0.00% Reduce -55.6% 14,279 $608K
Ameritas Advisory Services, LLC 0.02% Reduce -8.6% 14,264 $607K
McKinley Carter Wealth Services, Inc. 0.04% No change 14,193 $604K
Acropolis Investment Management, LLC 0.04% Add +0.0% 14,119 $601K
Cobblestone Capital Advisors LLC 0.04% Reduce -1.2% 14,110 $601K
Easterly Investment Partners LLC 0.05% Reduce -4.8% 14,094 $600K
Clear Harbor Asset Management, LLC 0.05% Reduce -2.7% 14,081 $600K
Haverford Trust Co 0.01% Add +6.7% 13,972 $595K
Private Trust Co. NA 0.06% Reduce -55.1% 13,949 $594K
Nixon Peabody Trust Co. 0.05% Reduce -1.6% 13,930 $593K
GFS Advisors, LLC 0.10% Reduce -78.1% 3,043 $592K
Silvercrest Asset Management Group LLC 0.00% Reduce -3.8% 13,890 $592K
Lodestar Private Asset Management LLC 0.08% Add +6.5% 13,867 $591K
Cascade Financial Partners, LLC 0.08% No change 13,856 $590K
CM Wealth Advisors LLC 0.28% Reduce -25.8% 13,847 $590K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.1% 13,775 $587K
Davidson Trust Co. 0.40% Reduce -0.6% 13,736 $585K
Abbrea Capital, LLC 0.08% Reduce -62.7% 13,712 $584K
Thornburg Investment Management Inc. 0.01% Add +74.3% 13,558 $577K
Round Rock Advisors LLC 0.14% No change 13,537 $577K
Taylor & Morgan Wealth Management, LLC 0.41% Add +0.6% 13,530 $576K
Revolve Wealth Partners, LLC 0.09% No change 13,509 $575K
Resonant Capital Advisors, LLC 0.05% No change 13,473 $574K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.15% Reduce -1.7% 13,409 $571K
WealthShield Partners, LLC 0.09% Add +6661.1% 13,387 $570K
ShoreHaven Wealth Partners, LLC 0.30% Reduce -0.5% 13,336 $568K
American Investment Services, Inc. 0.10% Reduce -1.1% 13,327 $568K
GYL Financial Synergies, LLC 0.04% Reduce -0.7% 13,175 $561K
Orrstown Financial Services Inc. 0.30% No change 13,173 $561K
Hoey Investments, Inc. 0.11% Reduce -6.2% 13,115 $559K
Quantinno Capital Management LP 0.01% New 13,082 $557K
PFG Advisors 0.04% Add +33.6% 13,009 $554K
Legacy Capital Group California, Inc. 0.20% Add +4.4% 12,983 $553K
Contravisory Investment Management, Inc. 0.12% Add +4.5% 12,972 $552K
Lakeridge Wealth Management LLC 0.33% Add +11.1% 12,950 $552K
Waddell & Associates, LLC 0.07% No change 12,949 $551K
Fifth Third Securities, Inc. 0.05% Reduce -80.6% 12,889 $549K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -4.1% 12,824 $546K
Moneda S.A. Administradora General de Fondos 0.38% Reduce -61.3% 12,703 $541K
Ascension Capital Advisors, Inc. 0.29% Reduce -2.1% 12,685 $540K
Wealth Forward, LLC 0.42% No change 12,566 $535K
First Manhattan Co. Llc. 0.00% Add +1.1% 12,519 $533K
Fonville Wealth Management LLC 0.21% Reduce -2.4% 12,508 $533K
DCF Advisers, LLC 0.28% No change 12,500 $532K
Tran Capital Management, L.P. 0.06% Add +23.2% 12,475 $531K
Shelton Capital Management 0.01% Reduce -4.8% 12,469 $531K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% No change 12,399 $528K
American Century Companies Inc. 0.00% New 12,363 $527K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -8.0% 12,314 $526K
Gries Financial LLC 0.11% Reduce -6.6% 12,339 $526K
Zions Bancorporation, N.A. 0.04% No change 12,300 $524K
Burney Co./ 0.02% Reduce -1.8% 12,255 $522K
Narwhal Capital Management 0.05% No change 12,250 $522K
Clarkston Capital Partners, LLC 0.01% No change 12,250 $522K
Trust Co. of Vermont 0.03% Reduce -3.5% 12,207 $520K
W Advisors, LLC 0.34% Reduce -0.2% 12,127 $516K
Sunflower Bank, N.A. 0.12% Reduce -0.9% 12,120 $516K
Cooper/Haims Advisors, LLC 0.29% Reduce -2.4% 12,092 $515K
Foster Group, Inc. 0.02% No change 12,000 $511K
PFG Investments, LLC 0.04% Add +4.9% 11,988 $511K
Debussy Capital Management LP 0.14% Add +0.1% 11,934 $508K
Innova Wealth Partners 0.36% Add +3.9% 11,930 $508K
Pinnacle Bancorp, Inc. 0.15% Add +1.0% 11,911 $507K
Ancora Advisors LLC 0.01% Add +9.1% 11,773 $501K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -11.6% 11,760 $501K
Kingswood Wealth Advisors, LLC 0.04% Add +8.2% 11,712 $499K
JDM Financial Group LLC 0.34% Reduce -1.3% 11,662 $497K
Adell Harriman & Carpenter Inc. 0.04% Reduce -2.2% 11,645 $496K
Rebalance, LLC 0.04% No change 11,542 $492K
TD Waterhouse Canada Inc. 0.00% Reduce -2.7% 11,481 $491K
Boltwood Capital Management 0.15% Add +0.2% 11,288 $481K
Richard P Slaughter Associates Inc 0.11% Reduce -0.1% 11,279 $480K
1492 Capital Management LLC 0.27% No change 11,221 $478K
BlueChip Wealth Advisors LLC 0.28% Add +3.0% 11,213 $478K
AAF Wealth Management, LLC 0.25% Reduce -4.5% 11,161 $475K
Aspen Grove Capital, LLC 0.11% Add +45.5% 11,111 $473K
Coastwise Capital Group, LLC 0.46% Reduce -4.9% 11,090 $472K
Wade Financial Advisory, Inc 0.17% No change 11,086 $472K
Elevation Wealth Partners, LLC 0.22% Reduce -28.1% 11,037 $470K
Powell Investment Advisors, LLC 0.24% Add +0.5% 11,002 $469K
Diversified Trust Co. 0.01% Add +25.6% 10,972 $467K
Cornerstone Wealth Group, LLC 0.04% No change 10,932 $466K
Accretive Wealth Partners, LLC 0.19% Add +19.8% 10,904 $464K
Security Financial Services, INC. 0.10% Reduce -55.2% 10,799 $460K
LJI Wealth Management, LLC 0.10% No change 10,787 $459K
Savvy Advisors, Inc. 0.15% Add +4.6% 10,768 $459K
Lanark Financial, Inc. 0.04% Reduce -3.3% 10,722 $456K
Sterling Investment Advisors, Ltd. 0.12% No change 10,695 $456K
Hills Bank & Trust Co 0.04% Reduce -17.4% 10,668 $454K
Harbor Investment Advisory, LLC 0.05% Reduce -4.5% 10,657 $454K
James Investment Research, Inc. 0.05% Reduce -22.1% 10,604 $452K
Chapin Davis, Inc. 0.15% Reduce -8.8% 10,582 $451K
Harbor Group, Inc. 0.11% Add +2.5% 10,527 $448K
Chesley Taft & Associates LLC 0.02% Reduce -8.4% 10,519 $448K
One Wealth Advisors, LLC 0.10% Add +51.2% 10,635 $447K
SOA Wealth Advisors, LLC. 0.09% Reduce -18.8% 10,500 $447K
Beacon Bridge Wealth Partners, LLC 0.20% Reduce -57.9% 10,470 $446K
9258 Wealth Management, LLC 0.07% Add +22.4% 10,371 $442K
Private Wealth Advisors, LLC 0.19% Reduce -18.8% 10,323 $441K
Stordahl Capital Management, Inc. 0.11% Reduce -0.5% 10,338 $440K
Fortis Group Advisors, LLC 0.09% Add +71.7% 10,292 $438K
Element Wealth, LLC 0.25% Add +0.0% 10,267 $437K
NorthRock Partners, LLC 0.02% Reduce -0.5% 11,251 $437K
Diversified Portfolios, Inc. 0.06% Reduce -7.8% 10,234 $436K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -0.3% 10,228 $436K
Proffitt & Goodson Inc. 0.08% No change 10,125 $431K
Searle & Co. 0.10% Add +101.7% 10,086 $430K
Sightline Wealth Advisors, LLC 0.27% Add +0.9% 10,071 $429K
Thrive Wealth Management, LLC 0.08% Reduce -15.1% 10,069 $429K
Missouri Trust & Investment Co 0.16% Reduce -9.4% 10,040 $428K
Mutual Advisors, LLC 0.01% Reduce -3.2% 10,106 $427K
Systematic Alpha Investments, LLC 0.02% No change 10,018 $427K
Nvwm, LLC 0.11% Add +15.2% 10,007 $426K
Hunting Hill Global Capital, LLC 0.21% Reduce -84.6% 10,000 $426K
EverSource Wealth Advisors, LLC 0.03% Add +134.2% 9,814 $422K
Wells Trecaso Financial Group, LLC 0.15% Reduce -1.5% 9,885 $421K
Conservest Capital Advisors, Inc. 0.05% No change 10,232 $420K
Intrua Financial, LLC 0.07% Reduce -2.5% 9,850 $420K
HM Payson & Co. 0.01% Reduce -13.3% 9,808 $418K
TrinityBridge Ltd 0.01% No change 9,780 $417K
Alexander Randolph Advisory, Inc. 0.39% Reduce -13.7% 9,786 $417K
Centiva Capital, LP 0.02% Add +13.6% 9,775 $416K
Kingsview Wealth Management, LLC 0.01% Reduce -22.4% 9,734 $415K
Perennial Investment Advisors, LLC 0.06% Add +0.3% 9,698 $413K
Financial Insights, Inc. 0.11% Reduce -3.7% 9,649 $411K
Morton Capital Management LLC 0.10% No change 9,631 $410K
Keeley-Teton Advisors, LLC 0.05% Add +0.1% 9,576 $408K
Inscription Capital, LLC 0.07% No change 9,545 $407K
Cercano Management LLC 0.01% No change 9,500 $405K
Intellectus Partners, LLC 0.11% Reduce -49.0% 9,474 $403K
Adero Partners, LLC 0.03% No change 9,449 $402K
Macroview Investment Management LLC 0.43% Add +10.1% 9,426 $401K
Aua Capital Management, LLC 0.24% No change 9,321 $397K
First Hawaiian Bank 0.01% Reduce -66.8% 9,295 $396K
Tradewinds, LLC. 0.12% New 9,288 $396K
Sax Wealth Advisors, LLC 0.04% Add +0.3% 9,254 $394K
Brown Brothers Harriman & Co. 0.00% Reduce -3.1% 9,250 $394K
Saxon Interests, Inc. 0.19% Reduce -3.4% 9,242 $394K
Capital Advisors, Ltd. LLC 0.05% No change 9,228 $393K
Palumbo Wealth Management LLC 0.16% Reduce -12.0% 9,155 $390K
Level Four Advisory Services, LLC 0.02% Add +58.8% 9,125 $389K
Parkside Financial Bank & Trust 0.06% Reduce -2.6% 9,071 $386K
Archford Capital Strategies, LLC 0.06% Reduce -6.3% 9,039 $385K
Eagle Rock Investment Company, LLC 0.07% Reduce -6.0% 9,003 $383K
Collective Family Office LLC 0.11% Reduce -4.1% 8,994 $383K
Sigma Investment Counselors Inc. 0.02% Reduce -1.1% 8,990 $383K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -2.5% 8,979 $382K
Chemistry Wealth Management LLC 0.10% Add +0.0% 8,960 $382K
Seven Mile Advisory 0.28% No change 8,939 $381K
Thomasville National Bank 0.03% Reduce -5.0% 8,888 $379K
LGT Financial Advisors LLC 0.80% Add +0.7% 8,876 $378K
Windsor Capital Management, LLC 0.12% Add +2.6% 8,821 $376K
Federated Hermes, Inc. 0.00% No change 8,777 $374K
180 Wealth Advisors, LLC 0.06% Add +0.4% 8,431 $374K
Dohj, LLC 0.09% Add +11.3% 8,764 $373K
Concurrent Investment Advisors, LLC 0.01% Add +26.0% 8,724 $372K
Courage Miller Partners, LLC 0.13% Reduce -1.6% 8,707 $371K
Moss Adams Wealth Advisors LLC 0.05% Reduce -3.6% 8,699 $370K
Bordeaux Wealth Advisors LLC 0.07% No change 8,689 $370K
Westmount Partners, LLC 0.12% Add +4.0% 8,633 $369K
Catalyst Financial Partners LLC 0.08% Add +5.8% 8,652 $368K
FourThought Financial Partners, LLC 0.05% Add +1.0% 8,601 $366K
Trust Co. of Oklahoma 0.13% No change 8,600 $366K
Summit Financial Strategies, Inc. 0.05% No change 8,516 $363K
Empower Advisory Group, LLC 0.00% Add +1.3% 8,503 $362K
Indiana Trust & Investment Management Co 0.13% No change 8,495 $362K
Gilliland Jeter Wealth Management LLC 0.12% Add +0.7% 8,470 $361K
Key Financial Inc 0.09% No change 8,470 $361K
SOL Capital Management CO 0.04% Reduce -0.7% 8,450 $360K
Coastline Trust Co 0.04% Reduce -8.2% 8,437 $359K
Schneider Downs Wealth Management Advisors, LP 0.08% No change 8,350 $356K
Monetary Management Group Inc. 0.09% Reduce -4.6% 8,340 $355K
Hardin Capital Partners, LLC 0.23% — 8,257 $352K
Etfidea, LLC 0.12% Reduce -13.2% 8,256 $352K
Empirical Asset Management, LLC 0.13% New 8,238 $351K
Tyler-Stone Wealth Management 0.14% Add +58.1% 8,235 $351K
Hyman Charles D 0.02% Reduce -1.2% 8,215 $350K
Spotlight Asset Group, Inc. 0.24% No change 8,197 $349K
Wintrust Investments LLC 0.03% Add +0.1% 8,198 $349K
Maryland Capital Advisors Inc. 0.19% No change 8,194 $349K
Van Hulzen Asset Management, LLC 0.02% Reduce -56.7% 8,180 $348K
Bedel Financial Consulting, Inc. 0.05% Reduce -3.6% 8,153 $347K
Donor Advised Charitable Giving, Inc. 0.01% Add +33.2% 8,110 $345K
Diametric Capital, LP 0.19% New 8,084 $344K
Lane & Associates LLC 0.20% Reduce -8.3% 8,070 $344K
Atlantic Edge Private Wealth Management, LLC 0.11% Reduce -15.3% 8,015 $341K
Ironwood Financial, llc 0.08% Add +0.0% 8,001 $341K
LMG Wealth Partners, LLC 0.08% No change 7,996 $341K
49 Wealth Management, LLC 0.07% Reduce -4.1% 7,974 $340K
AlTi Global, Inc. 0.01% No change 7,959 $339K
TAGStone Capital, Inc. 0.19% Add +0.7% 7,854 $335K
Private Ocean, LLC 0.03% Add +718.2% 7,863 $335K
Wunderlich Capital Managemnt 0.15% Reduce -2.9% 7,853 $334K
Ami Investment Management Inc. 0.12% Reduce -10.3% 7,836 $334K
Gibson Capital, LLC 0.07% No change 7,820 $333K
O'ROURKE & COMPANY, Inc 0.19% Add +12.8% 7,820 $333K
White Pine Capital LLC 0.13% Add +0.6% 7,791 $332K
Toth Financial Advisory Corp. 0.04% Add +0.2% 7,785 $332K
MGB Wealth Management, LLC 0.12% Add +6636.4% 7,410 $330K
Luts & Greenleigh Group, Inc. 0.34% — 7,700 $328K
Aptus Capital Advisors, LLC 0.01% Reduce -29.3% 7,678 $327K
Lifeworks Advisors, LLC 0.09% Reduce -0.6% 7,654 $326K
Triangle Securities Wealth Management 0.09% No change 7,650 $326K
Sigma Planning Corp 0.01% Reduce -5.0% 7,634 $325K
Eldridge Investment Advisors, Inc. 0.08% Reduce -5.6% 7,613 $324K
First National Bank of Omaha 0.02% No change 7,570 $322K
Becker Capital Management Inc. 0.01% New 7,553 $322K
Simplicity Wealth,LLC 0.01% No change 7,470 $318K
Assetmark, Inc. 0.00% Add +1.5% 7,470 $318K
JARISLOWSKY, FRASER Ltd 0.00% New 7,395 $315K
Murphy, Middleton, Hinkle & Parker, Inc. 0.18% No change 7,379 $314K
Charles Schwab Investment Management Inc. 0.00% New 7,367 $314K
Frisch Financial Group, Inc. 0.09% Reduce -16.5% 7,354 $313K
Matrix Private Capital Group LLC 0.20% No change 7,324 $312K
One Capital Management, LLC 0.01% Reduce -22.1% 7,288 $310K
Wealth Alliance, LLC 0.04% Reduce -15.3% 7,240 $308K
Optimum Investment Advisors 0.14% Add +5.0% 7,231 $308K
Dearborn Partners LLC 0.01% No change 7,133 $304K
New Republic Capital, LLC 0.15% Reduce -10.4% 7,127 $304K
Sandy Spring Bank 0.01% Reduce -1.3% 7,127 $304K
Vawter Financial, Ltd. 0.21% No change 7,122 $303K
Tsfg, LLC 0.07% Add +0.1% 7,105 $303K
Banque Cantonale Vaudoise 0.01% No change 7,106 $302K
Flputnam Investment Management Co. 0.01% No change 7,064 $301K
Strategy Asset Managers LLC 0.07% New 7,586 $300K
Cornerstone Wealth Advisors, Inc. 0.09% Reduce -10.9% 7,007 $298K
Up Strategic Wealth Investment Advisors LLC 0.45% Add +20.9% 6,950 $296K
Jeppson Wealth Management, LLC 0.11% Reduce -0.3% 6,945 $296K
Stone House Investment Management, LLC 0.08% Reduce -3.0% 6,931 $295K
Act Wealth Management, LLC 0.14% Add +12.4% 6,913 $294K
International Assets Investment Management, LLC 0.03% Reduce -1.3% 6,911 $294K
Gainplan LLC 0.14% Add +8.2% 6,894 $294K
Beacon Bank & Trust 0.07% No change 6,892 $294K
Founders Financial Securities LLC 0.03% Reduce -2.5% 6,853 $292K
Fairway Wealth LLC 0.17% Reduce -48.5% 3,526 $291K
Stephenson & Company, Inc. 0.22% No change 6,840 $291K
Waterway Wealth Management, LLC 0.14% Reduce -32.3% 6,806 $290K
Clark Asset Management, LLC 0.08% Add +1.0% 6,795 $289K
Well Done, LLC 0.06% Reduce -66.0% 6,792 $289K
Arkadios Wealth Advisors 0.02% New 6,774 $289K
CenterStar Asset Management, LLC 0.43% New 6,735 $287K
JTC Employer Solutions Trustee Ltd 0.02% Reduce -28.1% 6,718 $286K
WMS Partners, LLC 0.02% No change 6,667 $284K
Great Valley Advisor Group, Inc. 0.01% Add +6.3% 6,665 $283K
GW&K Investment Management, LLC 0.00% No change 6,598 $281K
Retirement Planning Co of New England, Inc. 0.15% Add +0.7% 6,591 $281K
CGC Financial Services, LLC 0.12% No change 6,582 $280K
1900 Wealth Management LLC 0.03% Reduce -3.3% 6,576 $280K
Channel Wealth LLC 0.10% Reduce -78.2% 6,562 $279K
Live Oak Private Wealth LLC 0.05% No change 6,558 $279K
Physician Wealth Advisors, Inc. 0.05% Reduce -21.2% 6,259 $277K
Novak & Powell Financial Services, Inc. 0.17% Add +0.6% 6,503 $277K
New Capital Management LP 0.08% New 6,493 $277K
Focus Financial Network, Inc. 0.01% Reduce -1.3% 6,322 $275K
New Hampshire Trust 0.06% No change 6,463 $275K
Strategic Investment Advisors / MI 0.03% Reduce -12.8% 6,393 $272K
Topel & Distasi Wealth Management, LLC 0.12% Reduce -0.5% 6,382 $272K
Peterson Wealth Advisors, LLC 0.06% No change 6,380 $272K
First Bancorp, Inc 0.20% Reduce -1.0% 6,345 $270K
Cape Cod Five Cents Savings Bank 0.03% No change 6,330 $270K
Rothschild Investment LLC 0.02% Reduce -3.1% 6,322 $269K
Gentry Private Wealth, LLC 0.24% — 6,293 $268K
Sage Rhino Capital LLC 0.06% Reduce -13.1% 6,288 $268K
Exencial Wealth Advisors, LLC 0.01% Reduce -77.5% 6,250 $266K
WASHINGTON TRUST Co 0.01% Reduce -9.3% 6,249 $266K
Wealth Dimensions Group, Ltd. 0.08% Reduce -2.6% 6,243 $266K
First City Capital Management, Inc. 0.15% Reduce -31.4% 6,224 $265K
Courier Capital LLC 0.02% No change 6,150 $262K
Redhawk Wealth Advisors, Inc. 0.04% Add +0.6% 6,148 $262K
Victory Financial Group, LLC 0.12% Reduce -4.2% 6,130 $261K
PBMares Wealth Management LLC 0.06% Reduce -0.3% 6,077 $259K
Fiduciary Family Office, LLC 0.10% No change 6,075 $259K
Elevated Capital Advisors, LLC 0.07% Add +9.0% 6,065 $258K
Wilson & Boucher Capital Management, LLC 0.20% No change 6,020 $256K
LM Advisors LLC 0.05% No change 6,010 $256K
Douglass Winthrop Advisors, LLC 0.01% No change 6,000 $256K
LCNB Corp. 0.10% No change 5,993 $255K
Sage Capital Advisors,llc 0.07% Add +0.2% 5,993 $255K
Wedbush Securities Inc. 0.01% Reduce -7.3% 5,996 $255K
TFB Advisors LLC 0.08% Reduce -7.7% 5,960 $254K
Moloney Securities Asset Management, LLC 0.04% Reduce -0.7% 5,958 $254K
Evernest Financial Advisors, LLC 0.11% No change 5,923 $252K
Horan Securities, Inc. 0.11% Reduce -3.8% 5,920 $252K
GHP Investment Advisors, Inc. 0.01% Reduce -7.0% 5,892 $251K
IPG Investment Advisors LLC 0.05% Reduce -42.0% 5,884 $251K
Peak Asset Management, LLC 0.05% Reduce -27.9% 5,865 $250K
Acorn Financial Advisory Services Inc. 0.05% Reduce -13.6% 5,864 $250K
Texas Yale Capital Corp. 0.01% No change 5,850 $249K
Oarsman Capital, Inc. 0.05% Reduce -3.3% 5,838 $249K
CVA Family Office, LLC 0.04% No change 5,813 $248K
FDx Advisors, Inc. 0.07% Reduce -0.7% 5,804 $247K
Tradition Wealth Management, LLC 0.02% No change 5,791 $247K
HCR Wealth Advisors 0.04% Add +4.3% 5,790 $247K
Parthenon LLC 0.03% No change 5,776 $246K
Hillcrest Wealth Advisors - NY, LLC 0.13% No change 5,775 $246K
Valtinson Bruner Financial Planning LLC 0.10% Reduce -6.1% 5,760 $245K
Shared Vision Wealth Group LLC 0.14% New 5,717 $243K
Gallacher Capital Management LLC 0.13% Reduce -9.9% 5,706 $243K
Koshinski Asset Management, Inc. 0.02% Reduce -3.7% 5,489 $241K
Lowe Brockenbrough & Co. Inc. 0.02% No change 5,609 $239K
Battery Global Advisors, LLC 0.16% Add +3324.2% 2,123 $239K
Kanawha Capital Management LLC 0.02% No change 5,598 $238K
Moors & Cabot, Inc. 0.01% Add +12.3% 5,550 $236K
Kraematon Investment Advisors, Inc. 0.24% Add +0.6% 5,550 $236K
Concord Wealth Partners 0.04% Reduce -3.8% 5,545 $236K
Noble Family Wealth, LLC 0.07% No change 5,500 $234K
Canal Capital Management, LLC 0.04% Add +0.7% 5,493 $234K
Transcend Capital Advisors, LLC 0.02% New 5,491 $234K
AdvisorNet Financial, Inc 0.02% Add +0.1% 5,483 $234K
Transcendent Capital Group LLC 0.13% Reduce -0.6% 5,479 $233K
Concourse Financial Group Securities, Inc. 0.01% Add +4.1% 5,445 $232K
Griffin Asset Management, Inc. 0.03% New 5,425 $231K
Resources Management Corp. /CT/ 0.03% No change 5,426 $231K
Avior Wealth Management, LLC 0.01% Add +61.3% 5,402 $230K
Idaho Trust Co 0.12% New 5,389 $230K
Jones Financial Companies LLLP 0.00% Add +2116.9% 5,387 $229K
Sunpointe, LLC 0.15% No change 5,352 $228K
Partners in Financial Planning 0.05% No change 5,345 $228K
Walkner Condon Financial Advisors LLC 0.05% No change 5,335 $227K
Great Point Wealth Advisors, LLC 0.05% Reduce -10.8% 5,329 $227K
BlackDiamond Wealth Management, LLC 0.15% Reduce -13.2% 5,391 $226K
Centaurus Financial, Inc. 0.01% Add +1.6% 5,235 $223K
LifePro Asset Management 0.16% Reduce -2.7% 5,225 $223K
Fiduciary Financial Group, LLC 0.05% — 5,014 $222K
Western Wealth Management, LLC 0.02% Reduce -16.9% 5,213 $222K
IFG Advisors, LLC 0.05% Add +0.3% 5,202 $222K
Axxcess Wealth Management, LLC 0.01% Reduce -94.7% 5,149 $219K
MainStreet Investment Advisors LLC 0.03% Reduce -38.5% 5,141 $219K
Charles Schwab Trust Co 0.02% New 5,127 $218K
UMB Bank, n.a. 0.00% Reduce -6.9% 5,121 $218K
Alpha Omega Wealth Management LLC 0.04% Add +0.6% 5,108 $218K
1834 Investment Advisors Co. 0.03% No change 5,100 $217K
Atwood & Palmer Inc. 0.02% No change 5,090 $217K
Citizens Business Bank 0.05% No change 5,085 $217K
Private Wealth Management Group, LLC 0.09% No change 5,062 $216K
Waterford Advisors, LLC 0.09% No change 5,042 $215K
Carnegie Investment Counsel 0.01% Reduce -11.3% 5,020 $214K
Main Management LLC 0.02% No change 5,000 $213K
Wealthcare Capital Management LLC 0.02% No change 5,001 $213K
Old Second National Bank of Aurora 0.05% No change 4,969 $212K
Union Savings Bank 0.11% Reduce -4.4% 4,942 $210K
Pinnacle Associates Ltd. 0.00% Reduce -23.1% 4,939 $210K
Brookstone Capital Management 0.00% New 4,817 $210K
Monarch Capital Management Inc. 0.06% Reduce -14.7% 4,925 $210K
Smith Thornton Advisors LLC 0.15% — 4,909 $209K
Global Strategic Investment Solutions, LLC 0.03% New 4,888 $208K
Greenwich Wealth Management LLC 0.02% Reduce -1.0% 4,850 $207K
1832 Asset Management L.P. 0.00% Reduce -1.5% 4,860 $207K
Forza Wealth Management, LLC 0.11% New 4,850 $207K
Harbour Capital Advisors, LLC 0.05% Reduce -4.4% 4,834 $206K
Pursue Wealth Partners LLC 0.11% New 4,825 $205K
CFO4Life Group, LLC 0.04% New 4,816 $205K
ORG Partners LLC 0.03% New 4,797 $205K
Corundum Trust Company, INC 0.60% — 4,810 $205K
Smith & Howard Wealth Management, LLC 0.06% New 4,790 $204K
Keystone Wealth Services, LLC 0.06% New 4,790 $204K
Compound Planning, Inc. 0.01% New 4,752 $202K
Prostatis Group LLC 0.07% New 4,717 $201K
Davis R M Inc. 0.00% New 4,712 $201K
True North Advisors, LLC 0.05% Reduce -13.0% 4,705 $200K
Hedges Asset Management LLC 0.14% New 4,700 $200K
Swan Global Investments, LLC 0.01% New 4,700 $200K
Northwest Capital Management Inc 0.07% Reduce -31.4% 4,582 $195K
Clearstead Trust, LLC 0.05% No change 4,500 $192K
Jackson Hole Capital Partners, LLC 0.04% No change 4,392 $187K
Walleye Capital LLC 0.00% Reduce -84.5% 4,328 $184K
Realta Investment Advisors 0.04% Add +12.0% 4,327 $184K
Harbor Capital Advisors, Inc. 0.01% Reduce -7.4% 4,205 $179K
Cordant, Inc. 0.10% Reduce -7.0% 4,199 $179K
Oxford Financial Group, LTD. LLC 0.01% No change 4,130 $176K
Sachetta, LLC 0.08% No change 4,173 $175K
Mfa Wealth Advisors, LLC 0.04% New 4,000 $170K
MCF Advisors LLC 0.01% No change 3,740 $159K
Quadrant Capital Group LLC 0.01% Reduce -2.3% 3,632 $155K
Breakwater Investment Management 0.07% No change 3,601 $153K
Garde Capital, Inc. 0.01% No change 3,506 $149K
Ritter Daniher Financial Advisory LLC / DE 0.05% No change 3,470 $148K
Cassady Schiller Wealth Management, LLC 0.06% Reduce -31.7% 3,362 $143K
Castleview Partners, LLC 0.08% Reduce -7.4% 3,190 $136K
First United Bank & Trust 0.05% Reduce -0.2% 3,135 $134K
Ameliora Wealth Management Ltd. 0.06% No change 2,956 $126K
Private Capital Management LLC 0.02% Reduce -9.3% 2,935 $125K
FAS Wealth Partners, Inc. 0.01% Reduce -20.0% 2,888 $123K
Asset Dedication, LLC 0.01% Reduce -5.4% 2,885 $123K
Montag A & Associates Inc. 0.01% New 2,880 $123K
Thompson Investment Management, Inc. 0.02% No change 2,820 $120K
PrairieView Partners, LLC 0.01% No change 2,830 $120K
Robinswood Financial LLC 0.05% No change 2,800 $119K
1620 Investment Advisors, Inc. 0.09% New 2,720 $116K
Cherry Tree Wealth Management, LLC 0.03% No change 2,689 $115K
Hilltop National Bank 0.04% No change 2,640 $112K
Mascoma Wealth Management LLC 0.03% Add +0.5% 2,623 $112K
Lowe Wealth Advisors, LLC 0.05% Add +30.6% 2,561 $109K
AlphaMark Advisors, LLC 0.04% Reduce -2.9% 2,543 $108K
Cape Investment Advisory, Inc. 0.05% Add +0.2% 2,470 $105K
Chilton Capital Management LLC 0.00% No change 2,435 $104K
City State Bank 0.04% No change 2,330 $99K
Hazlett, Burt & Watson, Inc. 0.05% Add +5.5% 2,285 $97K
Coston, McIsaac & Partners 0.03% No change 2,257 $96K
Householder Group Estate & Retirement Specialist, LLC 0.03% Add +157.6% 2,213 $94K
WealthCollab, LLC 0.07% No change 2,189 $93K
Pin Oak Investment Advisors Inc. 0.09% Add +116.3% 2,191 $93K
Rosenberg Matthew Hamilton 0.03% Add +256.6% 2,129 $91K
LRI Investments, LLC 0.01% No change 2,070 $88K
Venturi Wealth Management, LLC 0.00% No change 1,957 $83K
Caldwell Trust Co 0.01% No change 1,910 $81K
CENTRAL TRUST Co 0.00% Reduce -5.1% 1,858 $79K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 1,842 $78K
Carmichael Hill & Associates, Inc. 0.03% Add +6.9% 1,812 $77K
WR Wealth Planners, LLC 0.02% Reduce -16.4% 1,739 $74K
Johnson Financial Group, Inc. 0.00% No change 1,732 $74K
JNBA Financial Advisors 0.01% Add +39.1% 1,703 $73K
Joseph Group Capital Management 0.04% Reduce -1.5% 1,656 $71K
GAMMA Investing LLC 0.01% Add +22.6% 1,532 $65K
Bfsg, LLC 0.01% Reduce -1.8% 1,516 $65K
Blume Capital Management, Inc. 0.02% No change 1,500 $64K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -33.6% 1,463 $62K
Founders Financial Alliance, LLC 0.02% Reduce -9.5% 1,442 $61K
Kiely Wealth Advisory Group, Inc. 0.03% No change 1,430 $60K
McIlrath & Eck, LLC 0.01% Reduce -34.4% 1,376 $59K
Sugarloaf Wealth Management, LLC 0.01% Add +0.7% 1,371 $58K
Steph & Co. 0.02% Reduce -4.2% 1,363 $58K
Capital Investment Advisory Services, LLC 0.01% No change 1,353 $58K
Armor Investment Advisors, LLC 0.03% No change 1,300 $55K
First PREMIER Bank 0.01% No change 1,300 $55K
Caldwell Sutter Capital, Inc. 0.03% Add +0.6% 1,278 $54K
Tidemark, LLC 0.02% No change 1,259 $54K
Lindbrook Capital, LLC 0.01% No change 1,255 $53K
O'shaughnessy Asset Management, LLC 0.00% Reduce -33.0% 1,195 $51K
Wetzel Investment Advisors, Inc. 0.03% No change 1,206 $50K
Trivant Custom Portfolio Group, LLC 0.03% Add +1.7% 1,105 $47K
Ameritas Investment Partners, Inc. 0.00% No change 1,100 $47K
Centennial Bank 0.02% No change 1,096 $47K
Evermay Wealth Management LLC 0.01% Add +2.5% 1,095 $47K
Advisor Resource Council 0.06% Add +20.9% 21,929 $47K
Bray Capital Advisors 0.01% No change 1,080 $46K
BOK Financial Private Wealth, Inc. 0.00% Reduce -0.4% 1,053 $45K
Clean Yield Group 0.02% New 1,000 $43K
Jamison Private Wealth Management, Inc. 0.01% Add +836.5% 974 $42K
Ransom Advisory, Ltd 0.02% No change 950 $40K
Sound Income Strategies, LLC 0.00% Add +447.4% 936 $40K
Creekmur Asset Management LLC 0.01% Add +33.5% 912 $39K
Phillips Financial Management, LLC 0.00% No change 910 $39K
Turim 21 Investimentos Ltda. 0.01% No change 890 $38K
Pinnacle Financial Partners Inc 0.00% No change 891 $37K
Laurel Wealth Advisors LLC 0.01% No change 855 $36K
DiNuzzo Private Wealth, Inc. 0.00% No change 851 $36K
Westside Investment Management, Inc. 0.01% No change 845 $36K
CarsonAllaria Wealth Management, Ltd. 0.02% Add +31.2% 828 $35K
FinTrust Capital Advisors, LLC 0.01% Reduce -56.2% 824 $35K
Tacita Capital Inc 0.02% Reduce -96.7% 800 $34K
Cetera Trust Company, N.A 0.02% No change 800 $34K
Gables Capital Management Inc. 0.02% No change 800 $34K
Capital Analysts, LLC 0.00% Add +39.8% 808 $34K
Pacific Center for Financial Services 0.01% No change 789 $34K
Duncker Streett & Co. Inc. 0.01% No change 785 $33K
Innealta Capital, LLC 0.01% New 751 $32K
Planning Capital Management Corp 0.02% Add +0.7% 732 $31K
Financial Perspectives, Inc 0.01% Add +0.6% 692 $29K
Zeit Capital LLC 0.02% No change 685 $29K
Nordwand Advisors, LLC 0.01% No change 669 $28K
St Germain D J Co. Inc. 0.00% Add +0.8% 667 $28K
Center for Financial Planning, Inc. 0.00% Add +0.5% 656 $28K
Oakworth Capital, Inc. 0.00% No change 640 $27K
Abound Wealth Management 0.01% Add +0.7% 621 $26K
Fairscale Capital, LLC 0.02% — 590 $26K
Aberdeen Wealth Management LLC 0.02% No change 580 $25K
Institutional & Family Asset Management, LLC 0.00% No change 580 $25K
Anchor Investment Management, LLC 0.00% No change 571 $24K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 561 $24K
Financial Freedom, LLC 0.01% Add +0.7% 556 $24K
Front Row Advisors LLC 0.01% No change 540 $23K
Gradient Investments LLC 0.00% Add +0.8% 536 $23K
Gen-Wealth Partners Inc 0.01% No change 535 $23K
Coppell Advisory Solutions LLC 0.00% — 532 $23K
Redwood Wealth Management Group, LLC 0.02% New 530 $23K
Family Asset Management, LLC 0.01% Reduce -55.5% 525 $22K
Biltmore Family Office, LLC 0.00% No change 500 $21K
Hantz Financial Services, Inc. 0.00% Reduce -25.8% 487 $21K
Great Lakes Retirement, Inc. 0.00% New 480 $20K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 450 $20K
FSC Wealth Advisors, LLC 0.01% Add +0.7% 465 $20K
MidAtlantic Capital Management, Inc. 0.02% No change 452 $19K
Broadwater Capital Management LLC 0.01% No change 450 $19K
Hanson & Doremus Investment Management 0.00% No change 453 $19K
CNB Bank 0.01% No change 432 $18K
Strategic Financial Concepts, LLC 0.01% New 46,802 $18K
Wolff Wiese Magana LLC 0.01% No change 424 $18K
Country Trust Bank 0.00% No change 422 $18K
Gould Capital, LLC 0.01% No change 418 $18K
Wit, LLC 0.53% No change 412 $18K
Mechanics Financial Corp 0.01% Reduce -32.8% 410 $17K
Register Financial Advisors LLC 0.01% Add +0.5% 409 $17K
Woodard & Co. Asset Management Group Inc. 0.00% No change 400 $17K
Studio Investment Management LLC 0.00% No change 400 $17K
Templeton & Phillips Capital Management, LLC 0.01% No change 343 $15K
Adirondack Trust Co. 0.01% Reduce -70.2% 340 $14K
Motco 0.00% No change 334 $14K
Bangor Savings Bank 0.00% No change 327 $14K
United Community Bank 0.01% No change 321 $14K
Kelly Financial Services LLC 0.00% Add +591.3% 318 $14K
Angeles Investment Advisors, LLC 0.00% New 317 $14K
Avion Wealth 0.00% No change 309 $13K
Strategic Investment Solutions, Inc. 0.00% — 240 $13K
Chris Bulman Inc 0.01% — 300 $13K
Arcadia Investment Management Corp. 0.00% New 300 $13K
Pension & Wealth Management Advisors, Inc. 0.01% No change 297 $13K
PSI Advisors, LLC 0.00% Reduce -11.8% 283 $12K
Highline Wealth Partners LLC 0.00% New 272 $12K
Rice Partnership, LLC 0.00% Add +67.3% 271 $12K
Continuum Advisory, LLC 0.00% No change 260 $11K
DHJJ Financial Advisors, Ltd. 0.00% No change 258 $11K
WFA of San Diego, LLC 0.01% — 255 $11K
Baldwin Wealth Partners LLC 0.00% Add +23.5% 247 $11K
Fairman Group, LLC 0.01% No change 237 $10K
Creative Financial Designs Inc. 0.00% No change 228 $10K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 200 $9K
Morling Financial Advisors, LLC 0.00% New 186 $8K
Stephens Consulting, LLC 0.00% No change 181 $8K
Archer Investment Corp 0.00% No change 165 $7K
West Paces Advisors Inc. 0.00% No change 165 $7K
Balefire, LLC 0.00% New 159 $7K
VitalStone Financial, LLC 0.00% No change 155 $7K
Rise Advisors, LLC 0.00% Add +0.7% 154 $7K
Russell Investments Group, Ltd. 0.00% Add +0.7% 151 $6K
SIMA Wealth Partners, LLC 0.01% — 150 $6K
MTM Investment Management, LLC 0.00% No change 150 $6K
RFP Financial Group LLC 0.00% No change 150 $6K
Bogart Wealth, LLC 0.00% Add +0.7% 149 $6K
EnRich Financial Partners LLC 0.00% No change 139 $6K
Balentine LLC 0.00% No change 135 $6K
Horizon Investments, LLC 0.00% Reduce -15.3% 127 $5K
Signature Resources Capital Management, LLC 0.00% No change 125 $5K
Brown, Lisle/Cummings, Inc. 0.00% No change 125 $5K
ESL Trust Services, LLC 0.00% No change 125 $5K
Beaird Harris Wealth Management, LLC 0.00% Reduce -33.1% 121 $5K
Ballast Advisors LLC 0.00% No change 119 $5K
Beach Investment Counsel Inc. 0.00% New 120 $5K
Triad Wealth Partners, LLC 0.00% New 117 $5K
Beacon Capital Management, LLC 0.00% Add +447.6% 115 $5K
American Capital Advisory, LLC 0.00% No change 120 $5K
Investors Research Corp 0.00% No change 110 $5K
Halpern Financial, Inc. 0.00% No change 106 $5K
DB Fitzpatrick & Co, Inc 0.00% Reduce -99.5% 101 $4K
Annapolis Financial Services, LLC 0.00% No change 100 $4K
Legend Financial Advisors, Inc. 0.00% New 92 $4K
Ironwood Wealth Management, LLC. 0.00% Reduce -51.8% 80 $3K
Smartleaf Asset Management LLC 0.00% New 75 $3K
Opal Wealth Advisors, LLC 0.00% New 74 $3K
Hollencrest Capital Management 0.00% No change 71 $3K
Horrell Capital Management, Inc. 0.00% No change 75 $3K
Winch Advisory Services, LLC 0.00% Reduce -70.3% 57 $2K
Providence Capital Advisors, LLC 0.00% No change 50 $2K
Howe & Rusling Inc. 0.00% Reduce -69.1% 50 $2K
PayPay Securities Corp 0.16% Reduce -72.5% 44 $2K
Allianz Asset Management GmbH 0.00% Reduce -100.0% 44 $2K
Islay Capital Management, LLC 0.00% No change 42 $2K
HHM Wealth Advisors, LLC 0.00% Add +2.9% 36 $2K
Camelot Portfolios, LLC 0.00% New 32 $1K
Gleason Group, Inc. 0.00% No change 31 $1K
NFSG Corp 0.00% Reduce -94.3% 28 $1K
M&R Capital Management Inc. 0.00% Reduce -86.8% 25 $1K
Covenant Partners, LLC 0.00% New 24 $1K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -96.2% 24 $1K
Financial Management Professionals, Inc. 0.00% No change 17 $1K
Nemes Rush Group LLC 0.00% No change 20 $852
Integrity Financial Corp 0.00% Reduce -66.0% 18 $767
Emfo, LLC 0.00% No change 12 $533
Addison Advisors LLC 0.00% No change 11 $469
Aspire Wealth Management Corp 0.00% No change 11 $467
TD Capital Management LLC 0.00% No change 10 $426
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.00% No change 5 $213
Ionic Capital Management LLC 0.00% No change 2 $85
Point72 Asia (Singapore) Pte. Ltd. 0.00% New 1 $43
Qube Research & Technologies Ltd 0.00% Reduce -100.0% 1 $43
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $43
Bare Financial Services, Inc 0.00% New 1 $37
McClarren Financial Advisors, Inc. 0.00% Reduce -72.0% 85 $12

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