iShares MSCI Emerging MarketEEMETF

13F holders, Q3 2024 (September 30)
1,285holders +13
94new positions
80sold out
8famous investors
$45.92avg. 13F price*

At the end of Q3 2024, 1,285 institutions reported holding iShares MSCI Emerging Market (EEM) in their 13F filings, up 13 from Q2 2024. 94 opened new positions and 80 sold out. The largest holders were Morgan Stanley ($1.7B), Bank of America Corp. ($1.2B) and Goldman Sachs Group Inc. ($781.3M). 8 famous investors held it, including Paul Tudor Jones (1.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions94$598.8M
Exits80$541.8M

All 13F filers, Q2 2024 → Q3 2024: 40,189,081 shares bought and 80,407,888 shares sold, net −40,218,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,285 holders

Morgan Stanley 0.12% Reduce -26.2% 36,385,672 $1.7B
Bank of America Corp. 0.10% Reduce -28.8% 25,900,025 $1.2B
Goldman Sachs Group Inc. 0.15% Reduce -33.5% 17,035,798 $781.3M
BlackRock, Inc. 0.02% — 16,023,191 $734.8M
Jane Street Group, LLC 1.16% Reduce -47.5% 15,730,656 $721.4M
JPMorgan Chase & Co. 0.04% Reduce -9.5% 12,155,853 $557.5M
Barclays PLC 0.23% Add +384.4% 11,562,139 $530.2M
Wells Fargo & Company 0.12% Reduce -4.2% 10,349,897 $474.6M
UBS Group AG 0.13% Reduce -3.1% 10,222,507 $468.8M
Retirement Systems of Alabama 1.57% Reduce -0.5% 9,142,425 $419.3M
Swiss Life Asset Management Ltd 4.51% No change 8,648,266 $396.6M
Bank of Montreal 0.15% Reduce -4.3% 6,789,990 $316.5M
Squarepoint Ops LLC 0.80% Add +513.5% 5,265,728 $241.5M
PNC Financial Services Group, Inc. 0.15% Reduce -3.1% 5,002,092 $229.4M
TD Asset Management Inc 0.17% Reduce -0.0% 4,215,653 $196.5M
Two Sigma Investments, LP 0.43% New 4,006,509 $183.7M
Royal Bank of Canada 0.04% Reduce -19.4% 3,740,690 $171.5M
Citigroup Inc. 0.16% Reduce -25.9% 3,726,852 $170.9M
Bank of New York Mellon Corp 0.03% Reduce -3.7% 3,572,296 $163.8M
Board of Trustees of The Leland Stanford Junior University 13.84% No change 3,543,452 $162.5M
US Bancorp \de 0.19% Reduce -2.6% 3,286,572 $150.7M
HSBC Holdings PLC 0.09% Reduce -37.4% 3,150,268 $145.7M
DRW Securities, LLC 6.90% Add +603.8% 2,732,449 $125.3M
Susquehanna International Group, LLP 0.20% Reduce -7.0% 2,532,156 $116.1M
State of Wisconsin Investment Board 0.29% No change 2,489,100 $114.2M
Envestnet Asset Management Inc. 0.04% Add +2.6% 2,473,061 $113.4M
SPX Gestao de Recursos Ltda 14.15% New 2,310,955 $106.0M
Greenleaf Trust 0.94% Reduce -3.5% 2,303,249 $105.6M
BNP Paribas Financial Markets 0.10% Reduce -48.4% 2,287,333 $104.9M
Qube Research & Technologies Ltd 0.19% Add +223643500.0% 2,236,436 $102.6M
Tudor Investment Corporation 1.12% Add +727.9% 2,224,553 $102.0M
Brevan Howard Capital Management LP 4.87% New 2,136,000 $98.0M
LPL Financial LLC 0.04% Add +6.2% 2,118,866 $97.2M
Cassaday & Co Wealth Management LLC 2.47% Reduce -17.9% 1,908,701 $87.5M
Mariner, LLC 0.15% Add +13.5% 1,885,778 $86.5M
Hirtle & Co., LLC 3.90% Reduce -0.4% 1,796,454 $82.4M
Factory Mutual Insurance Co. 0.73% No change 1,546,400 $70.9M
Man Group plc 0.21% Reduce -44.2% 1,541,202 $70.7M
Manufacturers Life Insurance Company, The 0.06% No change 1,498,674 $68.7M
Regions Financial Corp. 0.49% Add +1.1% 1,489,386 $68.3M
Total Investment Management Inc. 7.64% Add +0.1% 1,486,540 $68.2M
Schonfeld Strategic Advisors LLC 0.49% New 1,312,275 $60.2M
Halbert Hargrove Global Advisors, LLC 3.31% Reduce -8.5% 1,304,413 $59.8M
Vontobel Holding Ltd. 0.18% Reduce -0.9% 1,217,696 $55.8M
Connable Office Inc. 5.36% Add +0.9% 1,162,015 $53.3M
FMR LLC 0.00% Reduce -2.7% 1,113,552 $51.1M
National Bank of Canada 0.07% Reduce -23.6% 1,105,300 $50.7M
Twin Tree Management, LP 1.17% Add +36.8% 1,100,459 $50.5M
Capula Management Ltd 0.63% Add +241.5% 1,093,766 $50.2M
HighTower Advisors, LLC 0.07% Reduce -7.8% 1,044,444 $47.9M
Northern Trust Corp. 0.01% Reduce -0.8% 997,833 $45.8M
Fifth Third Bancorp 0.16% Reduce -3.5% 989,231 $45.4M
Keybank National Association 0.17% Reduce -3.9% 976,800 $44.8M
CIBC Private Wealth Group LLC 0.08% Add +0.3% 965,065 $44.3M
Ameriprise Financial Inc. 0.01% Add +16.5% 918,469 $42.3M
M&T Bank Corp 0.13% Reduce -2.2% 889,275 $40.8M
Deutsche Bank AG 0.02% Add +2.9% 885,484 $40.6M
Walleye Trading LLC 0.93% Add +276.0% 844,758 $38.7M
Lazard Asset Management LLC 0.05% Reduce -19.1% 822,336 $37.7M
Raymond James & Associates 0.02% Reduce -10.3% 803,808 $36.9M
Trust Co 4.42% Reduce -0.5% 801,821 $36.8M
ExodusPoint Capital Management, LP 0.37% Add +149.4% 789,545 $36.2M
Creative Planning 0.04% Reduce -2.9% 781,907 $35.5M
Corient Private Wealth LP 0.05% Add +1.4% 882,535 $34.7M
Raymond James Financial Services Advisors, Inc. 0.04% Add +4.7% 725,060 $33.3M
Stifel Financial Corp. 0.03% Reduce -2.2% 653,984 $30.0M
Erste Asset Management GmbH 0.36% Add +225.2% 651,018 $29.9M
Acadian Asset Management LLC 0.09% Reduce -9.7% 612,354 $28.1M
Cibc World Market Inc. 0.06% Reduce -9.7% 610,308 $28.0M
Peconic Partners LLC 1.15% New 600,000 $27.5M
Prudential Financial Inc. 0.04% Reduce -54.4% 597,412 $27.4M
Provenance Wealth Advisors, LLC 3.36% Reduce -1.1% 586,299 $26.9M
Comerica Bank 0.10% Add +13.4% 575,150 $26.4M
Truist Financial Corp. 0.04% Reduce -8.7% 563,373 $25.8M
Commonwealth Equity Services, LLC 0.04% Reduce -3.8% 552,869 $25.4M
Cresset Asset Management, LLC 0.09% Reduce -0.7% 529,335 $24.3M
Dupont Capital Management Corp. 2.01% Reduce -16.6% 523,857 $24.0M
Quent Capital, LLC 2.39% Reduce -2.3% 512,712 $23.5M
Glenmede Trust Co. NA 0.11% Reduce -0.0% 512,065 $23.5M
Franklin Resources Inc. 0.01% Add +7.2% 505,900 $23.4M
MML Investors Services, LLC 0.08% Reduce -3.1% 502,753 $23.1M
Millennium Management 0.02% Reduce -0.9% 500,000 $22.9M
Balyasny Asset Management L.P. 0.06% Add +5.9% 490,650 $22.5M
Capstone Investment Advisors, LLC 0.76% Add +25.6% 473,885 $21.7M
Baird Financial Group, Inc. 0.04% Add +4.1% 452,687 $20.8M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -7.8% 432,815 $19.8M
Flagship Harbor Advisors, LLC 1.09% Add +699.8% 432,225 $19.8M
Marathon Trading Investment Management LLC 9.22% Add +28.9% 423,825 $19.4M
Wit, LLC 0.55% — 412 $18.9M
Pathstone Holdings, LLC 0.08% Add +0.2% 411,626 $18.9M
Rockefeller Capital Management L.P. 0.05% Reduce -4.2% 400,625 $18.4M
FineMark National Bank & Trust 0.62% Add +0.8% 385,815 $17.7M
Focus Partners Wealth 0.06% Reduce -10.8% 382,188 $17.5M
Pictet North America Advisors SA 1.73% Reduce -2.4% 380,273 $17.4M
Mesirow Financial Investment Management, Inc. 0.34% Add +1.8% 380,097 $17.4M
Victory Capital Management Inc. 0.02% Add +35.3% 377,979 $17.3M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -3.7% 377,434 $17.3M
Financiere des Professionnels - Fonds d'investissement inc. 1.17% Add +8.7% 374,500 $17.2M
Flow Traders U.S. LLC 0.87% New 373,138 $17.1M
Okabena Investment Services Inc. 4.78% No change 369,324 $16.9M
Cetera Investment Advisers 0.04% Add +12.6% 363,551 $16.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +6.5% 363,330 $16.7M
HT Partners LLC 5.87% Reduce -5.0% 361,518 $16.6M
Cerity Partners LLC 0.04% Add +2.6% 359,838 $16.5M
Castleark Management LLC 0.66% Add +180.9% 354,240 $16.2M
Bank of Nova Scotia 0.03% Reduce -56.2% 353,775 $16.2M
Sand Hill Global Advisors, LLC 0.66% Reduce -1.4% 341,818 $15.7M
Caisse de depot et placement du Quebec 0.03% Add +71.5% 341,322 $15.7M
Allianz SE 0.42% Add +3.0% 339,839 $15.6M
Coldstream Capital Management Inc. 0.34% Add +1.0% 339,071 $15.5M
Osaic Holdings, Inc. 0.04% Reduce -9.1% 338,929 $15.5M
Captrust Financial Advisors 0.05% Reduce -3.5% 335,691 $15.4M
Checchi Capital Advisers, LLC 1.12% Reduce -58.9% 327,970 $15.0M
Choreo, LLC 0.22% Reduce -1.4% 319,914 $14.8M
HRT Financial LP 0.07% New 319,430 $14.6M
Prudential PLC 0.07% Reduce -2.6% 313,750 $14.6M
BIP Wealth, LLC 0.95% Add +9.2% 304,668 $14.0M
Kestra Advisory Services, LLC 0.08% Reduce -6.9% 297,132 $13.6M
Citizens Financial Group Inc. 0.26% Reduce -0.8% 286,556 $13.1M
GLOBALT Investments LLC / GA 0.47% Reduce -3.1% 274,705 $12.6M
Mercer Global Advisors Inc. 0.03% Reduce -5.0% 271,107 $12.5M
Stock Yards Bank & Trust Co. 0.40% Reduce -6.3% 267,831 $12.3M
Itau Unibanco Holding S.A. 0.40% Reduce -6.1% 263,412 $12.1M
Retirement Financial Solutions, LLC 5.18% Add +1.8% 257,891 $11.8M
Avantax Advisory Services, Inc. 0.08% Add +0.5% 255,829 $11.7M
SCS Capital Management LLC 0.24% Reduce -1.3% 254,948 $11.7M
Paloma Partners Management Co 0.81% Reduce -9.7% 254,199 $11.7M
Jasper Ridge Partners, L.P. 0.33% No change 254,150 $11.7M
Consolidated Investment Group LLC 1.72% No change 252,416 $11.6M
Inspire Trust Co, N.A. 3.16% Add +12.1% 250,334 $11.5M
Colton Groome Financial Advisors, LLC 4.29% Add +1.8% 249,916 $11.5M
Azimuth Capital Investment Management LLC 0.44% Add +51.4% 248,614 $11.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.11% Add +32.0% 243,103 $11.2M
LGL Partners, LLC 1.57% Reduce -0.1% 244,057 $11.2M
Freestone Capital Holdings, LLC 0.38% Reduce -9.3% 242,777 $11.1M
Bailard, Inc. 0.29% Add +0.1% 239,748 $11.0M
Keel Point, LLC 0.88% Reduce -30.4% 229,562 $10.5M
Dimension Capital Management LLC 1.98% Add +3.7% 228,749 $10.5M
WealthBridge Investment Counsel Inc. 3.70% Reduce -1.1% 227,210 $10.4M
Resona Asset Management Co.,Ltd. 0.06% Reduce -7.1% 225,287 $10.3M
Calamos Advisors LLC 0.07% New 225,145 $10.3M
Moneta Group Investment Advisors LLC 0.15% Add +0.7% 223,843 $10.3M
Verger Capital Management LLC 5.05% Reduce -6.8% 222,387 $10.2M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -3.6% 218,146 $10.0M
SG Americas Securities, LLC 0.04% Reduce -74.8% 215,809 $9.9M
Ilmarinen Mutual Pension Insurance Co 0.11% Add +48.8% 215,463 $9.9M
Commerce Bank 0.06% Reduce -1.6% 212,111 $9.7M
Banque Pictet & Cie SA 0.10% Add +1.7% 210,829 $9.7M
SteelPeak Wealth, LLC 0.42% Add +7.8% 208,924 $9.6M
FFT Wealth Management LLC 0.71% Add +5.5% 204,917 $9.4M
Portland Global Advisors LLC 1.18% Reduce -0.5% 203,880 $9.3M
Stevens Capital Management LP 1.31% Add +10.0% 200,753 $9.2M
Bokf, NA 0.16% Reduce -0.8% 197,348 $9.2M
Equitable Holdings, Inc. 0.09% Reduce -1.3% 199,782 $9.2M
US Financial Advisors, LLC 2.83% Add +1.9% 198,132 $9.1M
Janney Montgomery Scott LLC 0.03% Reduce -1.1% 197,597 $9.1M
Cullen/Frost Bankers, Inc. 0.12% Add +5.2% 194,296 $8.9M
Fiduciary Trust Co 0.12% Add +0.0% 193,536 $8.9M
Vista Finance, LLC 11.97% Reduce -0.8% 192,754 $8.8M
MAI Capital Management 0.08% Reduce -5.6% 192,165 $8.8M
Mitsubishi UFJ Trust & Banking Corp 0.02% Add +2.2% 190,262 $8.7M
Verdence Capital Advisors LLC 0.69% Add +1.1% 187,960 $8.6M
Metropolitan Life Insurance Co 2.93% Add +1.9% 179,828 $8.2M
Mma Asset Management LLC 2.18% Add +98.8% 191,902 $8.2M
Blair William & Co. 0.02% Reduce -10.4% 178,179 $8.2M
Clear Creek Financial Management, LLC 0.91% Reduce -4.0% 175,844 $8.1M
Parallax Volatility Advisers, L.P. 0.24% New 171,012 $7.8M
Mill Creek Capital Advisors, LLC 0.19% Reduce -0.4% 170,035 $7.8M
Arbor Investment Advisors, LLC 1.03% Reduce -1.1% 169,826 $7.8M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +4.0% 165,227 $7.6M
Regal Investment Advisors LLC 0.53% Reduce -2.0% 165,106 $7.6M
Salomon & Ludwin, LLC 0.75% Reduce -6.8% 160,939 $7.4M
Allie Family Office LLC 3.98% Reduce -2.2% 158,472 $7.4M
Townsquare Capital LLC 0.09% Add +7.4% 160,770 $7.4M
Alliancebernstein L.P. 0.00% Add +143.9% 157,735 $7.2M
TCTC Holdings, LLC 0.24% Add +12.4% 157,267 $7.2M
Tiaa Trust, National Association 0.02% Reduce -1.3% 156,021 $7.2M
LMCG Investments, LLC 0.43% Reduce -4.3% 155,351 $7.1M
Rwa Wealth Partners, LLC 0.09% Reduce -3.6% 154,584 $7.1M
Syon Capital LLC 0.61% Reduce -13.8% 151,528 $6.9M
Summit Trail Advisors, LLC 0.17% Reduce -3.7% 150,550 $6.9M
Brown Wealth Management, LLC 2.48% Add +6.5% 149,625 $6.9M
Trustmark Bank Trust Department 0.51% Add +0.1% 147,495 $6.8M
NTV Asset Management LLC 0.90% Reduce -0.8% 147,483 $6.8M
Diversify Advisory Services, LLC 0.36% New 147,854 $6.7M
Whittier Trust Co. of Nevada Inc. 0.17% Reduce -9.8% 146,078 $6.7M
EP Wealth Advisors, LLC 0.06% Add +82.9% 144,583 $6.6M
Linscomb Wealth, Inc. 0.33% Reduce -1.4% 144,113 $6.6M
Confluence Wealth Services, Inc. 0.47% Reduce -66.0% 140,487 $6.4M
Tandem Wealth Advisors LLC 3.24% Add +0.9% 139,372 $6.4M
Pinnacle Financial Group, LLC / IL 2.50% Add +2.9% 139,294 $6.4M
Glenview Trust Co 0.12% Reduce -1.2% 139,217 $6.4M
Sei Investments Co. 0.01% Add +115.4% 138,305 $6.3M
Staley Capital Advisers Inc. 0.28% No change 138,050 $6.3M
Willis Johnson & Associates, Inc. 0.48% Reduce -22.7% 137,059 $6.3M
CIBC Asset Management Inc 0.02% Add +7.7% 136,598 $6.3M
Three Bridge Wealth Advisors, LLC 2.31% Add +0.4% 136,588 $6.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% No change 136,000 $6.2M
Little House Capital LLC 1.76% Add +1.6% 133,969 $6.1M
New York State Common Retirement Fund 0.01% Reduce -9.7% 132,575 $6.1M
Lido Advisors, LLC 0.05% Reduce -39.8% 132,409 $6.1M
RTD Financial Advisors, Inc. 0.77% Reduce -0.5% 131,907 $6.0M
Clarity Wealth Advisors, LLC 1.75% Add +8.4% 131,556 $6.0M
Valeo Financial Advisors, LLC 0.17% Reduce -12.2% 131,418 $6.0M
First Financial Bank - Trust Division 0.55% Reduce -5.4% 130,821 $6.0M
Del-Sette Capital Management, LLC 4.67% Add +314.1% 130,377 $6.0M
OneDigital Investment Advisors LLC 0.07% Add +3.3% 130,017 $6.0M
PKO Investment Management Joint-Stock Co 0.73% Add +3.9% 129,813 $6.0M
DT Investment Partners, LLC 0.48% No change 129,704 $5.9M
Parallel Advisors, LLC 0.14% Add +0.6% 127,410 $5.8M
Horizon Bancorp Inc. 2.68% Add +25.0% 126,338 $5.8M
Ballentine Partners, LLC 0.10% Reduce -1.6% 125,643 $5.8M
BBJS Financial Advisors, LLC 2.05% No change 125,207 $5.7M
REDW Wealth LLC 1.47% Reduce -0.3% 124,967 $5.7M
Analyst IMS Investment Management Services Ltd. 0.22% Reduce -0.8% 124,599 $5.7M
CW Advisors, LLC 0.08% Add +30.3% 124,442 $5.7M
First Commonwealth Financial Corp 1.36% Reduce -3.6% 124,238 $5.7M
GeoWealth Management, LLC 0.20% New 123,559 $5.7M
Callan Family Office, LLC 0.94% Add +5.3% 122,477 $5.6M
Heritage Wealth Advisors 0.26% No change 121,740 $5.6M
Thrivent Financial for Lutherans 0.01% Reduce -28.9% 120,575 $5.5M
Summit Wealth & Retirement Planning, Inc. 1.76% Reduce -0.2% 120,279 $5.5M
Aveo Capital Partners, LLC 0.58% Add +119.9% 118,916 $5.5M
Bridges Investment Management Inc. 0.08% Reduce -3.4% 117,677 $5.4M
Hancock Whitney Corp. 0.17% Reduce -5.3% 117,296 $5.4M
Fluent Financial, LLC 2.59% Add +13.7% 117,173 $5.4M
Edmond DE Rothschild Holding S.A. 0.09% Add +18.0% 116,980 $5.4M
Brighton Jones LLC 0.20% Reduce -1.7% 116,647 $5.3M
Lake Hills Wealth Management, LLC 3.53% Reduce -3.5% 114,938 $5.3M
Harvest Investment Advisors, LLC 3.56% Add +1.1% 114,108 $5.2M
Bessemer Group Inc. 0.01% Reduce -1.6% 113,760 $5.2M
LBMC Investment Advisors, LLC 0.41% Reduce -8.2% 112,164 $5.1M
Rafferty Asset Management, LLC 0.02% Reduce -10.4% 111,780 $5.1M
First American Trust, FSB 0.51% Add +40.1% 111,199 $5.1M
Rathbones Group PLC 0.03% Reduce -3.1% 109,498 $5.0M
Whittier Trust Co. 0.07% Reduce -8.7% 109,320 $5.0M
AMG National Trust Bank 0.14% Reduce -14.6% 109,123 $5.0M
LSP Investment Advisors, LLC 2.69% No change 108,830 $5.0M
Geneos Wealth Management Inc. 0.19% Add +3.3% 108,254 $5.0M
Cromwell Holdings LLC 3.15% Reduce -48.8% 106,757 $4.9M
Beirne Wealth Consulting Services, LLC 1.72% Reduce -10.8% 106,648 $4.9M
Y-Intercept (Hong Kong) Ltd 0.30% New 106,504 $4.9M
Healthcare of Ontario Pension Plan Trust Fund 0.01% No change 106,300 $4.9M
1ST Source Bank 0.28% Reduce -1.3% 106,293 $4.9M
Central Bank & Trust Co. 0.67% Reduce -1.1% 105,772 $4.9M
Graham Capital Management, L.P. 0.26% New 105,000 $4.8M
Private Portfolio Partners LLC 0.90% New 104,997 $4.8M
T. Rowe Price Associates Inc. 0.00% No change 104,802 $4.8M
Highview Capital Management LLC 1.94% Add +6.3% 104,092 $4.8M
Simmons Bank 0.35% Reduce -1.9% 104,063 $4.8M
Parisi Gray Wealth Management 1.56% Add +261.5% 103,226 $4.7M
Savant Capital, LLC 0.04% Add +23.6% 103,030 $4.7M
Synovus Financial Corp. 0.05% Reduce -4.1% 102,638 $4.7M
Renaissance Technologies 0.01% Add +185.8% 102,600 $4.7M
J.W. Cole Advisors, Inc. 0.20% Reduce -0.2% 102,414 $4.7M
All Terrain Financial Advisors, LLC 1.77% Reduce -1.8% 101,081 $4.6M
Corepath Wealth Partners LLC 4.49% Add +2.5% 100,032 $4.6M
Hudson Bay Capital Management LP 0.04% New 100,502 $4.6M
First National Trust Co 0.18% Add +37.5% 100,473 $4.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% Add +2000000.0% 100,005 $4.6M
Westport Asset Management Inc. 2.15% No change 100,000 $4.6M
International City Management Association Retirement Corp 3.01% No change 99,782 $4.6M
Marshall & Sullivan Inc. 2.19% Add +0.1% 99,548 $4.6M
Calamos Wealth Management LLC 0.24% Add +13.0% 98,937 $4.5M
EFG Asset Management (Americas) Corp. 0.89% Reduce -12.6% 98,836 $4.5M
Focus Partners Advisor Solutions, LLC 0.10% Reduce -1.7% 98,634 $4.5M
Aries Wealth Management 1.24% Add +14.7% 98,364 $4.5M
Insigneo Advisory Services, LLC 0.46% Reduce -10.8% 98,343 $4.5M
Baron Financial Group, LLC 2.76% Reduce -1.5% 98,314 $4.5M
Perigon Wealth Management, LLC 0.12% Reduce -7.8% 97,587 $4.5M
Stephens Inc. 0.06% Reduce -20.1% 97,364 $4.5M
Fiducient Advisors LLC 0.51% Reduce -0.3% 96,872 $4.4M
Yousif Capital Management, LLC 0.05% Add +97.6% 95,856 $4.4M
Global Retirement Partners, LLC 0.13% Add +17.0% 93,183 $4.3M
GTS Securities LLC 0.09% Add +106.7% 92,818 $4.3M
Wealthspire Advisors, LLC 0.04% Add +26.3% 91,718 $4.2M
Private Advisor Group, LLC 0.03% Reduce -3.0% 91,526 $4.2M
Country Club Bank 0.28% Reduce -12.2% 89,853 $4.2M
IMC-Chicago, LLC 0.12% Reduce -69.7% 91,040 $4.2M
Earnest Partners LLC 0.02% No change 90,345 $4.1M
Widmann Financial Services, Inc. 3.12% Add +4.5% 89,831 $4.1M
Brown Advisory Inc. 0.01% Add +0.5% 88,990 $4.1M
Modera Wealth Management, LLC 0.05% Reduce -0.4% 88,914 $4.1M
City Holding Co. 0.56% Reduce -3.8% 88,642 $4.1M
Urban Financial Advisory Corp 2.23% Add +29.7% 88,262 $4.0M
Prism Advisors, Inc. 1.16% No change 88,106 $4.0M
Nipun Capital, L.P. 2.50% New 86,200 $4.0M
NBT Bank, N.A. 0.26% Reduce -7.8% 85,403 $3.9M
Prospera Financial Services Inc 0.10% Reduce -9.9% 85,166 $3.9M
Financial Synergies Wealth Advisors, Inc. 0.48% Reduce -1.4% 84,518 $3.9M
Varma Mutual Pension Insurance Co 0.03% No change 86,517 $3.8M
Wilmington Savings Fund Society, FSB 0.07% Add +21.5% 83,713 $3.8M
Clearstead Advisors, LLC 0.06% Add +76.1% 83,516 $3.8M
Sanctuary Advisors, LLC 0.02% Add +17.5% 88,182 $3.8M
Fiera Capital Corp 0.01% Reduce -1.3% 82,948 $3.8M
Atria Wealth Solutions, Inc. 0.04% Add +14.9% 80,961 $3.7M
Asset Management Group, Inc. 0.52% Reduce -0.0% 80,688 $3.7M
Oldfather Financial Services, LLC 1.42% Reduce -4.5% 80,436 $3.7M
Evergreen Capital Management LLC 0.12% Add +123.4% 80,006 $3.7M
BNP Paribas 0.15% Add +12.4% 78,166 $3.6M
Scotia Capital Inc. 0.02% Add +4.3% 77,875 $3.6M
Blue Fin Capital, Inc. 0.68% Reduce -1.9% 77,585 $3.6M
Oppenheimer & Co. Inc. 0.05% Reduce -2.9% 77,282 $3.5M
Nkcfo LLC 1.68% New 76,500 $3.5M
Avantax Planning Partners, Inc. 0.13% Reduce -5.4% 76,392 $3.5M
Tobias Financial Advisors, Inc. 0.70% Reduce -6.0% 76,386 $3.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.30% New 76,375 $3.5M
EWG Elevate Inc. 1.39% Add +1.4% 75,550 $3.5M
Beacon Pointe Advisors, LLC 0.04% Reduce -1.7% 74,717 $3.4M
Mirabaud & Cie SA 0.99% Reduce -11.1% 74,371 $3.4M
Hoge Financial Services, LLC 2.56% Add +2.8% 74,000 $3.4M
Bluespring Wealth Management, LLC 0.34% Reduce -2.8% 73,819 $3.4M
Federation des caisses Desjardins du Quebec 0.02% Reduce -21.8% 72,715 $3.3M
Boyd Watterson Asset Management LLC 0.92% Reduce -0.1% 72,704 $3.3M
Concurrent Investment Advisors, LLC 0.10% Add +729.0% 72,326 $3.3M
Sterling Capital Management LLC 0.04% — 71,758 $3.3M
Hilltop Holdings Inc. 0.21% Add +223.1% 70,531 $3.2M
Israel Discount Bank of New York 4.81% Reduce -12.9% 70,472 $3.2M
Moneco Advisors, LLC 0.40% Reduce -0.6% 69,424 $3.2M
JSF Financial, LLC 0.93% Reduce -5.9% 69,399 $3.2M
Oppenheimer Asset Management Inc. 0.04% Add +1.1% 69,166 $3.2M
Arrowstreet Capital, Limited Partnership 0.00% Add +3.8% 69,158 $3.2M
Grove Bank & Trust 0.47% Add +7.6% 69,054 $3.2M
Sowell Financial Services LLC 0.15% Add +3.8% 68,717 $3.2M
Amarillo National Bank 0.57% Add +31.4% 68,592 $3.1M
Foundation Wealth Management, LLC 2.39% Reduce -3.6% 68,565 $3.1M
Cibc World Markets Corp. 0.02% Add +0.6% 68,243 $3.1M
Stelac Advisory Services LLC 1.26% Add +21.6% 67,907 $3.1M
Raymond James Trust N.A. 0.07% Reduce -3.3% 67,512 $3.1M
Edge Capital Group, LLC 0.14% Reduce -5.2% 67,321 $3.1M
Full Sail Capital, LLC 0.19% Reduce -0.9% 66,043 $3.0M
StoneX Group Inc. 0.22% Add +6.6% 66,008 $3.0M
Weiss Asset Management LP 0.11% No change 66,000 $3.0M
Burke & Herbert Bank & Trust Co. 0.70% Reduce -2.8% 65,510 $3.0M
Integrated Wealth Concepts LLC 0.04% Add +2.0% 65,267 $3.0M
HB Wealth Management, LLC 0.03% Add +3.2% 64,485 $3.0M
Ieq Capital, LLC 0.04% Add +8.0% 64,206 $2.9M
Venture Visionary Partners LLC 0.13% Add +2.2% 63,505 $2.9M
Solstein Capital, LLC 1.54% Add +46.3% 63,288 $2.9M
Smithfield Trust Co 0.14% No change 62,388 $2.9M
Howland Capital Management LLC 0.12% Reduce -0.3% 61,317 $2.8M
Meridian Wealth Management, LLC 0.14% New 61,168 $2.8M
Ashton Thomas Private Wealth, LLC 0.15% Add +0.1% 60,570 $2.8M
Laird Norton Wetherby Wealth Management, LLC 0.13% Reduce -15.3% 60,509 $2.8M
Richard W. Paul & Associates, LLC 0.99% Add +1.4% 60,200 $2.8M
Independence Bank of Kentucky 0.59% Reduce -7.5% 59,965 $2.7M
Neuberger Berman Group LLC 0.00% Add +267.9% 59,442 $2.7M
Allen Mooney & Barnes Investment Advisors LLC 0.46% Reduce -0.7% 58,908 $2.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Reduce -0.5% 58,820 $2.7M
Chicago Partners Investment Group LLC 0.10% Add +0.6% 59,565 $2.7M
Cadence Wealth Management LLC 2.19% Reduce -34.8% 58,615 $2.7M
Abacus Planning Group, Inc. 0.48% Reduce -0.1% 58,505 $2.7M
Bank of Hawaii 0.11% Reduce -0.4% 57,819 $2.7M
Waters Parkerson & Co., LLC 0.13% No change 57,615 $2.6M
Pure Financial Advisors, LLC 0.06% Reduce -15.3% 55,561 $2.5M
NorthCrest Asset Manangement, LLC 0.08% Reduce -4.9% 55,241 $2.5M
Family Firm, Inc. 0.55% Add +8.5% 54,795 $2.5M
Vance Wealth, LLC 0.95% Reduce -3.2% 54,789 $2.5M
Efficient Advisors, LLC 0.16% Reduce -4.8% 54,063 $2.5M
Rakuten Investment Management, Inc. 0.01% No change 52,844 $2.5M
Prelude Capital Management, LLC 0.19% Reduce -5.0% 53,657 $2.5M
Institute for Wealth Management, LLC. 0.31% Reduce -1.3% 53,205 $2.4M
Belpointe Asset Management LLC 0.15% Add +40.5% 53,087 $2.4M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -5.5% 44,733 $2.4M
Weil Company, Inc. 0.79% Reduce -0.4% 52,636 $2.4M
Allen Investment Management, LLC 0.03% Reduce -73.2% 52,562 $2.4M
Running Point Capital Advisors, LLC 0.93% No change 52,370 $2.4M
Hoxton Planning & Management, LLC 0.92% Add +60.1% 51,850 $2.4M
D.A. Davidson & Co. 0.02% Reduce -2.5% 51,727 $2.4M
Robertson Stephens Wealth Management, LLC 0.09% Add +0.8% 51,665 $2.4M
Steward Partners Investment Advisory, LLC 0.02% Reduce -2.4% 51,347 $2.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.05% Reduce -0.8% 51,273 $2.4M
Agf Management Ltd. 0.01% Reduce -1.8% 51,235 $2.3M
MassMutual Private Wealth & Trust, FSB 0.07% Reduce -7.4% 51,204 $2.3M
SP Asset Management LLC 0.19% Reduce -31.8% 51,074 $2.3M
First Interstate Bank 0.14% No change 50,183 $2.3M
United Capital Financial Advisors, LLC 0.02% Reduce -24.2% 50,108 $2.3M
Wolverine Trading, LLC 0.06% Add +80.2% 49,196 $2.3M
Sachem Hill LLC 0.47% Reduce -2.5% 50,000 $2.3M
Waverly Advisors, LLC 0.04% Reduce -0.6% 49,956 $2.3M
Spire Wealth Management 0.08% Add +3.6% 49,776 $2.3M
Bremer Bank National Association 0.43% Reduce -6.6% 49,707 $2.3M
American Century Companies Inc. 0.00% Add +299.8% 49,426 $2.3M
Lake Street Advisors Group, LLC 0.10% No change 49,210 $2.3M
Harbour Investments, Inc. 0.07% Add +5.8% 48,732 $2.2M
BSW Wealth Partners 0.33% No change 48,506 $2.2M
Fort Point Capital Partners LLC 0.28% Add +2.9% 48,378 $2.2M
HFG Advisors, Inc. 1.96% Add +0.3% 48,256 $2.2M
Connecticut Wealth Management, LLC 0.11% Reduce -9.1% 48,189 $2.2M
Legacy Trust 0.51% Add +10.8% 48,172 $2.2M
Blue Trust, Inc. 0.03% Reduce -0.5% 51,721 $2.2M
First Foundation Advisors 0.08% Reduce -5.1% 47,970 $2.2M
Maven Securities LTD 0.25% New 47,938 $2.2M
Rehmann Capital Advisory Group 0.14% Reduce -0.8% 47,170 $2.2M
Balanced Wealth Group LLC 0.94% Add +2.2% 46,567 $2.1M
Financial Counselors Inc. 0.03% Reduce -2.4% 46,490 $2.1M
Aspiriant, LLC 0.08% Reduce -1.9% 46,410 $2.1M
Foster & Motley Inc. 0.13% Reduce -6.5% 46,270 $2.1M
AQR Capital Management 0.00% Add +44.4% 46,206 $2.1M
Nepc LLC 0.06% No change 46,072 $2.1M
NewEdge Advisors, LLC 0.01% Reduce -31.9% 45,909 $2.1M
Financial Engines Advisors L.L.C. 0.00% Reduce -0.1% 45,901 $2.1M
PACK Private Wealth, LLC 1.18% Add +0.3% 45,502 $2.1M
Parcion Private Wealth LLC 0.17% Reduce -7.0% 45,226 $2.1M
Valmark Advisers, Inc. 0.03% Reduce -0.7% 45,199 $2.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +265.8% 45,049 $2.1M
Bridgewater Associates 0.01% Reduce -77.2% 45,049 $2.1M
Select Asset Management & Trust 0.75% Reduce -46.0% 44,550 $2.0M
Fogel Capital Management, Inc. 1.05% Reduce -1.3% 44,333 $2.0M
Canandaigua National Bank & Trust Co. 0.19% New 44,266 $2.0M
River Wealth Advisors LLC 0.27% Reduce -5.2% 44,083 $2.0M
First Financial Bankshares Inc 0.04% No change 43,894 $2.0M
Sumitomo Mitsui Financial Group, Inc. 0.04% Add +8.1% 43,652 $2.0M
Guidance Capital, Inc. 0.62% Reduce -4.3% 42,819 $2.0M
Clifford Swan Investment Counsel LLC 0.07% Reduce -0.7% 42,485 $1.9M
Mandatum Life Insurance Co Ltd 0.59% No change 42,083 $1.9M
Fulton Bank, N.A. 0.07% Reduce -3.5% 41,748 $1.9M
Atlas Brown,Inc. 0.66% Add +1.4% 41,439 $1.9M
First Merchants Corp. 0.07% Reduce -1.7% 41,242 $1.9M
Viewpoint Capital Management LLC 1.05% Reduce -0.1% 40,321 $1.9M
Mather Group, Llc. 0.02% Reduce -13.0% 40,406 $1.9M
Cliffwater LLC 0.43% No change 40,400 $1.9M
Tiemann Investment Advisors, LLC 0.79% Reduce -1.0% 39,981 $1.8M
Composition Wealth, LLC 0.04% Reduce -2.3% 39,401 $1.8M
Capital Group Private Client Services, Inc. 0.02% Reduce -0.0% 39,241 $1.8M
GoalVest Advisory LLC 0.52% Add +14.1% 39,123 $1.8M
F/m Investments LLC 0.06% No change 39,000 $1.8M
Washington Trust Bank 0.17% Add +12.2% 38,977 $1.8M
Cwm, LLC 0.01% Reduce -0.5% 38,918 $1.8M
Johnson Investment Counsel Inc. 0.02% Add +8.1% 38,869 $1.8M
Farmers & Merchants Investments Inc. 0.06% No change 38,669 $1.8M
Pine Valley Investments Ltd Liability Co 0.12% Reduce -58.4% 38,510 $1.8M
Wealthcare Advisory Partners LLC 0.05% Reduce -1.9% 38,365 $1.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -7.8% 38,346 $1.8M
Pinebridge Investments, L.P. 0.01% Reduce -15.8% 38,319 $1.8M
Sunbelt Securities, Inc. 0.17% Reduce -9.6% 38,312 $1.8M
Heritage Investors Management Corp. 0.06% Reduce -2.0% 38,173 $1.8M
Smith, Moore & Co. 0.17% Reduce -0.5% 37,994 $1.7M
&partners 0.03% Add +63.2% 37,971 $1.7M
Birch Hill Investment Advisors LLC 0.08% Add +0.1% 37,949 $1.7M
Manchester Capital Management LLC 0.20% No change 37,811 $1.7M
ERn Financial, LLC 0.26% Reduce -0.5% 37,794 $1.7M
Lee Danner & Bass Inc. 0.12% Reduce -2.8% 37,685 $1.7M
Park Avenue Securities LLC 0.02% Add +1.3% 37,511 $1.7M
Pathway Financial Advisors LLC 0.44% No change 37,355 $1.7M
Aureus Asset Management, LLC 0.11% No change 36,625 $1.7M
RPg Family Wealth Advisory, LLC 0.54% New 36,545 $1.7M
Harbor Advisory Corp. 0.54% No change 36,314 $1.7M
SlateStone Wealth, LLC 0.15% Reduce -25.5% 36,198 $1.7M
Farmers Trust Co. 0.31% Add +0.2% 35,732 $1.6M
U.S. Capital Wealth Advisors, LLC 0.06% Add +5.2% 35,727 $1.6M
Evoke Wealth, LLC 0.04% New 35,594 $1.6M
FF Advisors,LLC 1.05% No change 35,065 $1.6M
Dominguez Wealth Management Solutions, Inc. 1.17% Reduce -6.5% 35,154 $1.6M
Signaturefd, LLC 0.03% Add +8.3% 34,997 $1.6M
Sequoia Financial Advisors, LLC 0.02% Add +0.5% 34,669 $1.6M
Capital Investment Advisors, LLC 0.03% Reduce -2.9% 34,653 $1.6M
Clarus Wealth Advisors 0.81% Add +0.7% 33,534 $1.6M
Crewe Advisors LLC 0.18% Add +7.5% 34,599 $1.6M
JFS Wealth Advisors, LLC 0.11% Reduce -2.1% 34,599 $1.6M
IFG Advisory, LLC 0.10% Add +2.0% 34,584 $1.6M
Atticus Wealth Management, LLC 0.51% Add +2.5% 34,539 $1.6M
Canton Hathaway, LLC 0.39% No change 34,485 $1.6M
Glen Eagle Advisors, LLC 0.27% Add +3.2% 34,434 $1.6M
Kowal Investment Group, LLC 0.29% Add +1.4% 34,286 $1.6M
Centiva Capital, LP 0.07% Add +250.3% 34,243 $1.6M
Simplex Trading, LLC 0.05% New 34,045 $1.6M
Globeflex Capital L P 0.15% Reduce -49.8% 34,033 $1.6M
Lyell Wealth Management, LP 0.14% Reduce -10.3% 33,831 $1.6M
Gryphon Financial Partners LLC 0.21% Reduce -9.8% 33,813 $1.6M
Sentinel Trust Co. Lba 0.18% Add +0.4% 33,801 $1.6M
Litman Gregory Wealth Management LLC 0.13% Reduce -3.9% 33,778 $1.5M
Northeast Investment Management 0.07% Reduce -1.5% 33,415 $1.5M
Peapack Gladstone Financial Corp. 0.02% No change 33,319 $1.5M
Penobscot Investment Management Company, Inc. 0.14% Reduce -8.4% 33,233 $1.5M
BLB&B Advisors, LLC 0.08% Reduce -1.5% 33,119 $1.5M
Integrated Investment Consultants, LLC 0.33% Add +53.0% 52,783 $1.5M
LBJ Family Wealth Advisors, Ltd. 0.90% No change 32,967 $1.5M
Colorado Capital Management, Inc. 0.75% No change 32,935 $1.5M
O'Dell Group, LLC 0.33% Reduce -1.6% 32,873 $1.5M
Everstar Asset Management, LLC 1.02% — 32,499 $1.5M
Bradley Foster & Sargent Inc. 0.02% Reduce -1.3% 32,371 $1.5M
Allspring Global Investments Holdings, LLC 0.00% Reduce -2.2% 31,973 $1.5M
Rockland Trust Co. 0.07% Reduce -0.8% 31,966 $1.5M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -0.6% 31,833 $1.5M
Highland Capital Management, LLC 0.08% Reduce -1.6% 31,789 $1.5M
Banco Santander, S.A. 0.02% Reduce -79.1% 31,692 $1.5M
Truepoint, Inc. 0.04% Add +0.4% 31,402 $1.4M
Colony Family Offices, LLC 0.45% Reduce -0.5% 31,392 $1.4M
Mycio Wealth Partners, LLC 0.33% No change 31,193 $1.4M
Invictus Private Wealth, LLC 0.11% Reduce -2.4% 31,135 $1.4M
Boston Financial Mangement LLC 0.04% Reduce -8.5% 30,989 $1.4M
Next Capital Management LLC 0.57% Add +0.7% 30,624 $1.4M
Ramsay, Stattman, Vela & Price, Inc. 0.26% Reduce -11.9% 30,571 $1.4M
Unionview, LLC 1.09% Reduce -14.3% 30,496 $1.4M
Bar Harbor Wealth Management 0.09% No change 30,386 $1.4M
Ninety One UK Ltd 0.00% Reduce -51.9% 30,119 $1.4M
Prosperity Planning, Inc. 0.61% Reduce -1.4% 30,100 $1.4M
Axiom Advisory, LLC 0.01% Add +1.6% 32,000 $1.4M
Credit Agricole S A 0.01% Reduce -2.4% 30,051 $1.4M
Topel & Distasi Wealth Management, LLC 0.56% Add +363.7% 29,591 $1.4M
Advisory Services Network, LLC 0.03% No change 31,808 $1.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 29,300 $1.3M
Allworth Financial LP 0.01% Reduce -0.4% 28,934 $1.3M
RFG Advisory, LLC 0.04% Reduce -27.2% 28,816 $1.3M
Magnus Financial Group LLC 0.13% Reduce -0.0% 28,714 $1.3M
Signature Estate & Investment Advisors LLC 0.03% No change 28,580 $1.3M
Daymark Wealth Partners, LLC 0.06% Reduce -2.9% 28,544 $1.3M
Pinion Investment Advisors, LLC 0.55% Add +13.6% 28,515 $1.3M
Argent Trust Co 0.05% Reduce -3.4% 28,480 $1.3M
Jefferies Financial Group Inc. 0.02% Add +40.3% 28,424 $1.3M
Argent Financial Group, Inc. 0.15% — 28,413 $1.3M
Midwest Professional Planners, LTD. 0.40% Add +3.4% 28,176 $1.3M
Affiance Financial, LLC 0.31% No change 28,175 $1.3M
Red Tortoise LLC 0.65% Reduce -1.5% 28,111 $1.3M
Atria Investments, Inc 0.02% Add +10.0% 28,043 $1.3M
Prio Wealth Limited Partnership 0.04% No change 28,004 $1.3M
Orin Green Financial, LLC 0.55% Reduce -3.2% 27,999 $1.3M
Level Four Advisory Services, LLC 0.05% Add +214.1% 28,664 $1.3M
BTG Pactual Asset Management US LLC 0.18% Add +10.7% 27,504 $1.3M
TD Private Client Wealth LLC 0.04% Reduce -2.0% 27,349 $1.3M
Samalin Investment Counsel, LLC 0.55% Add +0.9% 27,299 $1.3M
Lavaca Capital LLC 0.60% New 27,200 $1.2M
HBK Sorce Advisory LLC 0.04% Add +3.9% 27,193 $1.2M
Independent Financial Group, LLC 0.05% Reduce -40.6% 27,148 $1.2M
Simon Quick Advisors, LLC 0.08% Add +0.4% 27,126 $1.2M
Nwam LLC 0.08% New 27,099 $1.2M
First Bank & Trust 0.23% No change 26,947 $1.2M
Pineridge Advisors LLC 0.46% Add +2.1% 26,540 $1.2M
Morris Financial Concepts, Inc. 0.52% Reduce -10.4% 26,433 $1.2M
Obermeyer Wealth Partners 0.06% No change 26,238 $1.2M
Evercore Wealth Management, LLC 0.02% Reduce -5.8% 26,081 $1.2M
Kestra Private Wealth Services, LLC 0.02% Add +10.5% 26,033 $1.2M
GM Advisory Group, LLC 0.07% No change 26,023 $1.2M
Cyndeo Wealth Partners, LLC 0.08% Reduce -2.8% 25,846 $1.2M
Smith Chas P & Associates Pa Cpas 0.07% Reduce -0.2% 25,841 $1.2M
Independent Family Office, LLC 0.59% No change 25,754 $1.2M
Osborne Partners Capital Management, LLC 0.07% Reduce -1.4% 25,712 $1.2M
Fifth Third Wealth Advisors LLC 0.07% Add +23.2% 25,700 $1.2M
Northwest Wealth Management, LLC 0.27% Reduce -0.1% 25,644 $1.2M
Stratos Wealth Partners, LTD. 0.02% Add +7.6% 25,462 $1.2M
Crescent Grove Advisors, LLC 0.12% No change 25,380 $1.2M
Sageworth Trust Co 0.07% No change 25,330 $1.2M
DBK Financial Counsel, LLC 1.17% Reduce -0.2% 25,191 $1.2M
Amundi 0.00% Reduce -28.6% 25,000 $1.2M
Newport Capital Group, LLC 0.85% Add +0.1% 25,081 $1.2M
Elevation Point Wealth Partners, LLC 0.11% Reduce -5.4% 25,066 $1.1M
Westshore Wealth, LLC 0.47% Add +27.3% 24,979 $1.1M
Washington Trust Advisors, Inc. 0.10% Add +0.0% 24,809 $1.1M
XML Financial, LLC 0.11% Reduce -1.7% 24,802 $1.1M
Sierra Summit Advisors LLC 0.26% No change 24,750 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Reduce -4.1% 24,721 $1.1M
Macquarie Group Ltd. 0.00% Add +18.1% 24,688 $1.1M
Glass Jacobson Investment Advisors llc 0.37% Add +1.1% 24,497 $1.1M
Caz Investments LP 1.04% No change 24,361 $1.1M
Curi Capital, LLC 0.03% Reduce -79.0% 24,328 $1.1M
Brookstone Capital Management 0.02% Add +404.9% 24,322 $1.1M
NorthCoast Asset Management LLC 0.01% Reduce -23.9% 56,033 $1.1M
Marble Harbor Investment Counsel, LLC 0.12% Reduce -6.6% 24,100 $1.1M
LaSalle St. Investment Advisors, LLC 0.43% Add +9.5% 24,103 $1.1M
Evanson Asset Management, LLC 0.08% No change 24,062 $1.1M
Simplicity Wealth,LLC 0.10% Add +217.8% 23,736 $1.1M
Mission Wealth Management, LP 0.03% Add +9.8% 23,442 $1.1M
Crestwood Advisors Group, LLC 0.02% Add +22.8% 23,323 $1.1M
IFP Advisors, Inc 0.04% Add +2.5% 23,304 $1.1M
Leo Wealth, LLC 0.10% No change 23,103 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -3.9% 23,065 $1.1M
Twin Focus Capital Partners, LLC 0.17% No change 23,038 $1.1M
Matisse Capital 0.51% Reduce -0.6% 22,990 $1.1M
Tortoise Investment Management, LLC 0.11% Reduce -2.2% 22,903 $1.1M
Stratos Wealth Advisors, LLC 0.05% Add +5.6% 22,816 $1.0M
Ghe, LLC 0.39% No change 22,793 $1.0M
Tocqueville Asset Management L.P. 0.02% Reduce -1.9% 22,766 $1.0M
Contravisory Investment Management, Inc. 0.22% Add +74.7% 22,658 $1.0M
Legacy Capital Group California, Inc. 0.34% Add +73.8% 22,558 $1.0M
Compagnie Lombard Odier SCmA 0.02% No change 22,489 $1.0M
Conning Inc. 0.04% Add +7.3% 22,283 $1.0M
Wesbanco Bank Inc. 0.03% Reduce -3.3% 22,045 $1.0M
Embree Financial Group 0.18% Reduce -4.2% 21,967 $1.0M
Cardiff Park Advisors, LLC 0.09% No change 21,706 $995K
Bear Mountain Capital, Inc. 0.39% Reduce -1.6% 21,919 $991K
HUB Investment Partners, LLC 0.04% Reduce -7.7% 21,570 $989K
St. Louis Trust Co 0.14% No change 21,520 $987K
Webster Bank, N. A. 0.10% Add +0.7% 21,507 $986K
Mirae Asset Global Investments Co., Ltd. 0.00% New 21,079 $982K
Hexagon Capital Partners LLC 0.19% No change 21,344 $979K
First Horizon Advisors, Inc. 0.03% No change 21,329 $978K
Merit Financial Group, LLC 0.02% Reduce -3.6% 21,328 $978K
Noesis Capital Mangement Corp. 0.19% Add +3.9% 21,202 $972K
Sonata Capital Group Inc. 0.41% Reduce -17.4% 21,093 $967K
Afg Fiduciary Services Limited Partnership 0.64% No change 20,455 $948K
Fsa Wealth Partners, Inc. 0.23% Add +3.1% 20,582 $944K
Lionsbridge Wealth Management LLC 0.74% Reduce -1.9% 20,464 $938K
KMG Fiduciary Partners, LLC 0.08% Reduce -5.8% 20,427 $937K
Bulltick Wealth Management, LLC 0.23% Add +0.7% 20,410 $936K
World Investment Advisors 0.03% Add +1.8% 20,225 $928K
Carret Asset Management, LLC 0.10% Add +3.5% 20,211 $927K
Bridgewater Advisors Inc. 0.10% No change 20,482 $925K
Apollon Wealth Management, LLC 0.03% Reduce -1.2% 20,106 $922K
Roble, Belko & Company, Inc 0.15% No change 20,072 $921K
Arrien Investments, Inc. 0.66% Reduce -15.9% 20,074 $921K
Farther Finance Advisors, LLC 0.03% Add +32.3% 20,000 $917K
RBF Capital, LLC 0.05% No change 20,000 $917K
Endowment Wealth Management, Inc. 0.60% Add +19.0% 19,976 $916K
Sovereign Financial Group, Inc. 0.21% Reduce -5.0% 19,818 $909K
Brand Asset Management Group, Inc. 0.35% No change 19,750 $906K
Global Trust Asset Management, LLC 0.34% Add +2.1% 19,749 $906K
Resolute Advisors LLC 0.19% Add +0.9% 19,689 $903K
DGS Capital Management, LLC 0.24% Reduce -10.0% 19,657 $901K
Chevy Chase Trust Holdings, LLC 0.00% New 19,587 $898K
BluePointe Capital Management, LLC 0.57% Reduce -41.8% 19,287 $884K
MMBG Investment Advisors Co. 0.09% No change 19,239 $882K
Welch & Forbes LLC 0.01% Reduce -4.9% 19,225 $882K
Partners Capital Investment Group, LLP 0.01% Reduce -30.5% 19,134 $877K
Klingman & Associates, LLC 0.05% No change 19,024 $872K
Whalerock Point Partners, LLC 0.21% No change 18,986 $871K
CIC Wealth, LLC 0.22% Add +1.1% 18,957 $869K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -25.9% 18,781 $869K
Patten & Patten Inc. 0.06% Reduce -32.9% 18,825 $863K
Cordgrass Capital Advisors, LLC 0.25% Add +3.8% 18,823 $863K
Roof Eidam Maycock Peralta, LLC 0.22% Reduce -34.6% 18,730 $859K
Orion Porfolio Solutions, LLC 0.01% Add +21.9% 18,713 $858K
Orion Portfolio Solutions, LLC 0.01% Add +21.9% 18,713 $858K
RiverGlades Family Offices LLC 0.61% No change 18,662 $856K
Certuity, LLC 0.09% No change 18,589 $852K
Private Wealth Group, LLC 0.43% No change 18,568 $852K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +21.8% 18,337 $850K
Boothe Investment Group, Inc. 0.38% Add +2.4% 18,349 $841K
JMG Financial Group, Ltd. 0.03% Reduce -0.8% 18,328 $841K
Dynamic Advisor Solutions LLC 0.03% Add +23.6% 18,243 $837K
Schroder Investment Management Group 0.00% No change 18,000 $825K
Perritt Capital Management Inc 0.42% No change 17,819 $817K
Rossmore Private Capital 0.10% Add +9.2% 17,813 $817K
NWF Advisory Services Inc. 0.12% Reduce -21.3% 17,793 $816K
E&G Advisors, LLC 0.23% Reduce -0.3% 17,748 $814K
CreativeOne Wealth, LLC 0.03% Add +1.1% 17,670 $810K
Fidelis Capital Partners, LLC 0.10% No change 17,875 $808K
Parkside Financial Bank & Trust 0.11% Add +93.6% 17,562 $805K
First Manhattan Co. Llc. 0.00% Add +38.4% 17,323 $794K
Evolution Wealth Advisors, LLC 0.14% No change 17,280 $792K
Procyon Advisors, LLC 0.05% Reduce -0.7% 17,280 $792K
Gladstone Institutional Advisory LLC 0.04% Reduce -2.3% 17,260 $792K
DAVENPORT & Co LLC 0.00% Reduce -4.8% 17,252 $791K
First National Bank Sioux Falls 0.36% Reduce -25.4% 17,223 $790K
Carolinas Wealth Consulting LLC 0.14% Add +15.0% 17,198 $789K
Cedar Wealth Management, LLC 0.24% Reduce -16.8% 17,091 $784K
Advisor Resource Council 0.36% Reduce -22.1% 17,071 $783K
YHB Investment Advisors, Inc. 0.06% Add +0.1% 17,004 $780K
Strid Group, LLC 0.12% No change 16,900 $775K
Trexquant Investment LP 0.01% Reduce -29.1% 16,884 $774K
Edge Financial Advisors LLC 0.68% Reduce -5.7% 16,838 $772K
First Citizens Bank & Trust Co. 0.02% Add +14.2% 16,704 $766K
BigSur Wealth Management LLC 0.21% No change 16,550 $759K
Appleton Partners Inc. 0.06% Reduce -11.3% 16,510 $757K
Tyler-Stone Wealth Management 0.14% Add +99.9% 16,462 $755K
Financial Planning & Information Services, Inc. 0.10% Add +6.5% 16,440 $754K
Everett Harris & Co. 0.01% Reduce -1.8% 16,407 $752K
Texas Yale Capital Corp. 0.03% Add +177.9% 16,259 $746K
Principal Securities, Inc. 0.02% Add +0.5% 16,160 $741K
Patriot Investment Management Group, Inc. 0.05% No change 16,036 $735K
WealthShield Partners, LLC 0.10% Add +19.7% 16,029 $735K
Quintet Private Bank (Europe) S.A. 0.04% Add +8.1% 15,944 $731K
Joel Isaacson & Co., LLC 0.03% No change 15,895 $729K
National Philanthropic Trust 0.01% Reduce -3.9% 15,740 $722K
McKinley Carter Wealth Services, Inc. 0.04% Add +10.2% 15,643 $717K
Stonebridge Capital Advisors LLC 0.06% No change 15,600 $715K
Chesapeake Wealth Management 0.24% Reduce -6.5% 15,585 $715K
Flagstar Securities, Inc. 0.18% Add +4.8% 15,573 $714K
Ameritas Advisory Services, LLC 0.03% Add +9.1% 15,567 $714K
Envestnet Portfolio Solutions, Inc. 0.00% Add +20.7% 15,474 $710K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Reduce -2.5% 15,463 $709K
Clearwater Capital Advisors, LLC 0.07% Reduce -2.4% 15,381 $705K
Franklin, Parlapiano, Turner & Welch, LLC 0.18% No change 15,145 $695K
Silvercrest Asset Management Group LLC 0.00% Add +9.0% 15,142 $694K
Tradewinds, LLC. 0.21% Add +62.0% 15,043 $690K
Ti-Trust, Inc. 0.49% No change 14,923 $684K
Cranbrook Wealth Management, LLC 0.16% Add +0.7% 14,871 $682K
Parsons Capital Management Inc. 0.04% Reduce -1.8% 14,867 $682K
Haverford Trust Co 0.01% Add +6.3% 14,857 $681K
Vanguard Group Inc. 0.00% Reduce -14.6% 14,817 $680K
NewEdge Wealth, LLC 0.01% Add +2.8% 14,765 $677K
CM Wealth Advisors LLC 0.22% Add +6.4% 14,732 $676K
Bank of New Hampshire 0.17% No change 14,704 $674K
Arcus Capital Partners, LLC 0.24% Reduce -2.1% 14,610 $670K
Salem Investment Counselors Inc. 0.02% Reduce -0.7% 14,584 $669K
Wealthspire Retirement, LLC 0.05% Reduce -1.9% 14,183 $650K
Old National Bancorp 0.01% Reduce -35.0% 14,121 $648K
Easterly Investment Partners LLC 0.05% No change 14,094 $646K
Clear Harbor Asset Management, LLC 0.05% No change 14,081 $646K
Retirement Income Solutions, Inc. 0.15% Reduce -5.4% 14,070 $645K
Cobblestone Capital Advisors LLC 0.04% Reduce -0.7% 14,005 $642K
Prime Capital Investment Advisors, LLC 0.01% Reduce -3.1% 13,953 $640K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.16% Add +4.0% 13,941 $639K
Nixon Peabody Trust Co. 0.05% No change 13,930 $639K
GFS Advisors, LLC 0.14% Add +356.8% 13,900 $637K
Lodestar Private Asset Management LLC 0.08% No change 13,867 $636K
Lakeridge Wealth Management LLC 0.35% Add +7.0% 13,852 $635K
Acropolis Investment Management, LLC 0.04% Reduce -2.3% 13,799 $633K
Davidson Trust Co. 0.32% Reduce -0.4% 13,680 $627K
Private Trust Co. NA 0.06% Reduce -2.2% 13,642 $626K
American Investment Services, Inc. 0.10% Add +2.0% 13,592 $623K
Round Rock Advisors LLC 0.15% No change 13,537 $621K
Taylor & Morgan Wealth Management, LLC 0.42% No change 13,530 $620K
Revolve Wealth Partners, LLC 0.09% No change 13,509 $620K
Fonville Wealth Management LLC 0.21% Add +7.8% 13,481 $618K
Gries Financial LLC 0.12% Add +9.0% 13,455 $617K
Canopy Partners, LLC 0.26% Reduce -7.5% 13,386 $614K
Resonant Capital Advisors, LLC 0.05% Reduce -0.7% 13,378 $614K
ShoreHaven Wealth Partners, LLC 0.29% Reduce -0.1% 13,329 $611K
SpiderRock Advisors, LLC 0.01% Reduce -49.9% 13,322 $611K
PFG Advisors 0.04% Add +1.8% 13,240 $607K
Mgo One Seven LLC 0.03% Reduce -17.7% 13,184 $605K
North Star Investment Management Corp. 0.04% Reduce -16.4% 13,180 $604K
Orrstown Financial Services Inc. 0.18% No change 13,173 $604K
Cascade Financial Partners, LLC 0.08% Reduce -4.2% 13,268 $604K
Waddell & Associates, LLC 0.07% No change 12,949 $594K
Annandale Capital, LLC 0.12% Reduce -41.9% 12,862 $590K
Financial Advocates Investment Management 0.03% Reduce -61.0% 9,236 $589K
Ascension Capital Advisors, Inc. 0.27% No change 12,685 $582K
Diversified Trust Co. 0.01% Add +15.5% 12,676 $581K
Moneda S.A. Administradora General de Fondos 0.48% Reduce -1.1% 12,564 $576K
Wealth Forward, LLC 0.40% Reduce -0.2% 12,546 $575K
DCF Advisers, LLC 0.30% No change 12,500 $573K
Savvy Advisors, Inc. 0.12% Add +16.0% 12,489 $573K
Common Fund for Nonprofit Organizations 0.07% New 12,480 $572K
Ramirez Asset Management, Inc. 0.11% Reduce -21.4% 12,475 $572K
Tran Capital Management, L.P. 0.06% No change 12,475 $572K
Shelton Capital Management 0.01% No change 12,469 $572K
Mayflower Financial Advisors, LLC 0.09% Reduce -24.2% 12,440 $570K
Burney Co./ 0.02% Add +1.4% 12,425 $570K
Pinnacle Bancorp, Inc. 0.15% Add +4.3% 12,420 $570K
TD Waterhouse Canada Inc. 0.00% Add +7.3% 12,322 $569K
Debussy Capital Management LP 0.16% Add +3.3% 12,333 $566K
Zions Bancorporation, N.A. 0.04% No change 12,300 $564K
Fort Washington Investment Advisors Inc. 0.00% Reduce -10.8% 12,282 $563K
Narwhal Capital Management 0.05% No change 12,250 $562K
Clarkston Capital Partners, LLC 0.01% No change 12,250 $562K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -1.3% 12,237 $561K
Trust Co. of Vermont 0.03% No change 12,207 $560K
Foundations Investment Advisors, LLC 0.01% Reduce -63.6% 12,182 $559K
Hoey Investments, Inc. 0.11% No change 13,115 $559K
Cooper/Haims Advisors, LLC 0.30% No change 12,092 $555K
GYL Financial Synergies, LLC 0.04% Reduce -8.3% 12,082 $554K
Toth Financial Advisory Corp. 0.07% Add +54.5% 12,031 $552K
Foster Group, Inc. 0.02% No change 12,000 $550K
Aerodigm Wealth, LLC 0.34% Reduce -31.4% 11,860 $544K
Kingswood Wealth Advisors, LLC 0.04% Add +0.8% 11,812 $544K
Ancora Advisors LLC 0.01% Reduce -0.3% 11,737 $538K
PFG Investments, LLC 0.03% Reduce -2.4% 11,706 $537K
Citadel Advisors 0.00% Reduce -99.7% 11,625 $533K
Sage Mountain Advisors LLC 0.05% Reduce -20.9% 11,548 $530K
Rebalance, LLC 0.04% No change 11,542 $529K
Sunflower Bank, N.A. 0.14% Reduce -5.4% 11,470 $526K
Adell Harriman & Carpenter Inc. 0.04% Reduce -1.6% 11,460 $526K
W Advisors, LLC 0.32% Reduce -5.6% 11,445 $525K
BlueChip Wealth Advisors LLC 0.27% Add +1.6% 11,391 $522K
Boltwood Capital Management 0.15% Add +0.4% 11,338 $520K
Sterling Investment Advisors, Ltd. 0.13% Add +5.6% 11,295 $518K
Horan Securities, Inc. 0.20% Add +90.6% 11,284 $517K
Nvwm, LLC 0.13% Add +11.9% 11,199 $514K
Wade Financial Advisory, Inc 0.17% No change 11,086 $508K
Elevation Wealth Partners, LLC 0.22% No change 11,037 $506K
Donor Advised Charitable Giving, Inc. 0.01% Add +36.0% 11,034 $506K
One Wealth Advisors, LLC 0.08% Add +2.6% 10,915 $501K
1492 Capital Management LLC 0.25% Reduce -3.0% 10,883 $499K
Morton Capital Management LLC 0.10% Add +12.9% 10,876 $499K
Belvedere Trading LLC 0.03% New 10,864 $498K
Coastwise Capital Group, LLC 0.41% Reduce -2.2% 10,848 $497K
Cubist Systematic Strategies, LLC 0.01% Reduce -45.4% 10,799 $495K
LJI Wealth Management, LLC 0.10% No change 10,787 $495K
Canandaigua National Trust Co of Florida 0.42% — 10,750 $493K
JDM Financial Group LLC 0.27% Reduce -7.8% 10,749 $493K
Lanark Financial, Inc. 0.04% No change 10,722 $491K
Aspen Grove Capital, LLC 0.11% Reduce -3.9% 10,681 $490K
9258 Wealth Management, LLC 0.07% Add +2.9% 10,671 $489K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -9.7% 10,621 $487K
James Investment Research, Inc. 0.06% No change 10,604 $486K
Diversified Portfolios, Inc. 0.05% Add +3.6% 10,603 $486K
Cornerstone Wealth Group, LLC 0.04% Reduce -3.0% 10,600 $486K
Chesley Taft & Associates LLC 0.02% No change 10,519 $482K
Richard P Slaughter Associates Inc 0.11% Reduce -6.9% 10,501 $482K
Natixis Advisors, LLC 0.00% New 10,493 $481K
XTX Topco Ltd 0.03% New 10,455 $479K
Private Wealth Advisors, LLC 0.19% Reduce -0.3% 10,294 $475K
Chapin Davis, Inc. 0.15% Reduce -2.5% 10,315 $473K
BTC Capital Management, Inc. 0.04% New 10,254 $470K
Diametric Capital, LP 0.23% Add +26.7% 10,242 $470K
Harbor Group, Inc. 0.11% Reduce -2.7% 10,242 $470K
Dohj, LLC 0.11% Add +13.7% 9,964 $469K
Element Wealth, LLC 0.25% Reduce -0.4% 10,226 $469K
Williams Jones Wealth Management, LLC. 0.01% New 10,188 $467K
Missouri Trust & Investment Co 0.16% Add +0.9% 10,130 $465K
Proffitt & Goodson Inc. 0.08% No change 10,125 $464K
Kingsview Wealth Management, LLC 0.01% Add +3.7% 10,092 $463K
Thrive Wealth Management, LLC 0.08% Add +0.2% 10,091 $463K
Searle & Co. 0.12% No change 10,086 $463K
Pinnacle Wealth Planning Services, Inc. 0.06% Reduce -1.5% 10,079 $462K
SOA Wealth Advisors, LLC. 0.09% Reduce -4.0% 10,078 $462K
Systematic Alpha Investments, LLC 0.02% No change 10,018 $459K
Security Financial Services, INC. 0.09% Reduce -7.2% 10,017 $459K
Stordahl Capital Management, Inc. 0.11% Reduce -3.8% 9,942 $459K
Powell Investment Advisors, LLC 0.21% Reduce -9.1% 10,002 $459K
Point72 Asset Management 0.00% New 10,000 $459K
Brown Brothers Harriman & Co. 0.00% Add +8.0% 9,994 $458K
Intrua Financial, LLC 0.07% Add +1.4% 9,985 $458K
MGB Wealth Management, LLC 0.17% Add +34.3% 9,950 $456K
K.J. Harrison & Partners Inc 0.07% New 10,000 $456K
Mutual Advisors, LLC 0.01% Reduce -0.4% 10,068 $455K
Wells Trecaso Financial Group, LLC 0.15% No change 9,885 $453K
TrinityBridge Ltd 0.01% No change 9,780 $448K
NorthRock Partners, LLC 0.01% Reduce -14.3% 9,646 $443K
Financial Insights, Inc. 0.14% Reduce -0.4% 9,610 $441K
Saxon Interests, Inc. 0.20% Add +4.0% 9,607 $441K
Keeley-Teton Advisors, LLC 0.05% No change 9,576 $439K
Inscription Capital, LLC 0.07% No change 9,545 $438K
Cercano Management LLC 0.01% No change 9,500 $436K
Hills Bank & Trust Co 0.03% Reduce -11.1% 9,488 $435K
Elyxium Wealth, LLC 0.24% — 9,480 $435K
Adero Partners, LLC 0.03% No change 9,449 $433K
Perennial Investment Advisors, LLC 0.06% Reduce -3.6% 9,353 $429K
Aua Capital Management, LLC 0.25% No change 9,321 $427K
Sightline Wealth Advisors, LLC 0.23% Reduce -7.7% 9,295 $426K
First Hawaiian Bank 0.01% No change 9,295 $426K
Eagle Rock Investment Company, LLC 0.07% Add +2.1% 9,190 $421K
Macroview Investment Management LLC 0.41% Reduce -2.5% 9,187 $421K
Conservest Capital Advisors, Inc. 0.04% No change 10,232 $420K
Coastline Trust Co 0.05% Add +8.3% 9,137 $419K
Accretive Wealth Partners, LLC 0.17% Reduce -16.5% 9,102 $417K
EverSource Wealth Advisors, LLC 0.03% Reduce -7.3% 9,099 $417K
AlTi Global, Inc. 0.01% Add +13.2% 9,008 $413K
Sigma Investment Counselors Inc. 0.02% Reduce -0.1% 8,985 $412K
Palumbo Wealth Management LLC 0.16% Reduce -2.3% 8,948 $410K
Seven Mile Advisory 0.27% No change 8,939 $410K
Calton & Associates, Inc. 0.16% Reduce -57.4% 8,885 $407K
HM Payson & Co. 0.01% Reduce -10.0% 8,828 $405K
Sax Wealth Advisors, LLC 0.04% Reduce -4.9% 8,804 $404K
Westmount Partners, LLC 0.12% Add +1.8% 8,792 $403K
Federated Hermes, Inc. 0.00% No change 8,777 $403K
Windsor Capital Management, LLC 0.12% Reduce -0.5% 8,775 $402K
FourThought Financial Partners, LLC 0.05% Add +1.4% 8,719 $400K
Bordeaux Wealth Advisors LLC 0.07% No change 8,689 $398K
Collective Family Office LLC 0.11% Reduce -3.6% 8,669 $398K
Catalyst Financial Partners LLC 0.08% Add +0.1% 8,665 $397K
Trek Financial, LLC 0.03% New 8,619 $395K
Vawter Financial, Ltd. 0.24% Add +20.8% 8,604 $395K
Trust Co. of Oklahoma 0.13% No change 8,600 $394K
Summit Financial Strategies, Inc. 0.04% No change 8,516 $391K
Moss Adams Wealth Advisors LLC 0.04% Reduce -2.1% 8,512 $390K
Summit Financial, LLC 0.02% New 8,492 $389K
Gilliland Jeter Wealth Management LLC 0.13% No change 8,470 $388K
Key Financial Inc 0.09% No change 8,470 $388K
Chemistry Wealth Management LLC 0.09% Reduce -5.5% 8,464 $388K
180 Wealth Advisors, LLC 0.06% No change 8,431 $387K
White Pine Capital LLC 0.13% Add +8.1% 8,425 $386K
IHT Wealth Management, LLC 0.01% Reduce -46.7% 8,415 $386K
Courage Miller Partners, LLC 0.13% Reduce -3.8% 8,377 $384K
Schneider Downs Wealth Management Advisors, LP 0.08% No change 8,350 $383K
JARISLOWSKY, FRASER Ltd 0.00% Add +12.8% 8,341 $383K
Monetary Management Group Inc. 0.10% No change 8,340 $382K
SOL Capital Management CO 0.04% Reduce -1.4% 8,330 $382K
Thomasville National Bank 0.03% Reduce -6.4% 8,323 $382K
Dorsey & Whitney Trust CO LLC 0.02% New 8,321 $382K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -8.0% 8,262 $379K
Voya Investment Management LLC 0.00% Reduce -80.0% 8,244 $378K
Sensible Financial Planning & Management, LLC. 0.07% New 8,248 $378K
Madden Advisory Services, Inc. 0.17% New 8,202 $376K
Maryland Capital Advisors Inc. 0.18% No change 8,194 $376K
Indiana Trust & Investment Management Co 0.13% Reduce -3.6% 8,185 $375K
Bedel Financial Consulting, Inc. 0.05% No change 8,153 $374K
Etfidea, LLC 0.12% Reduce -1.6% 8,123 $373K
Act Wealth Management, LLC 0.16% Add +17.1% 8,093 $371K
Harbor Investment Advisory, LLC 0.04% Reduce -24.4% 8,057 $369K
Lifeworks Advisors, LLC 0.07% Add +4.7% 8,014 $368K
Flputnam Investment Management Co. 0.01% Add +13.4% 8,012 $367K
LMG Wealth Partners, LLC 0.08% No change 7,996 $367K
Focused Wealth Management, Inc 0.05% New 437 $365K
Lane & Associates LLC 0.20% Reduce -1.5% 7,951 $365K
Luts & Greenleigh Group, Inc. 0.35% Add +2.9% 7,921 $363K
Crabel Capital Management, LLC 0.26% New 7,916 $363K
Empower Advisory Group, LLC 0.00% Reduce -7.0% 7,904 $362K
Thornburg Investment Management Inc. 0.00% Reduce -42.0% 7,868 $361K
Ironwood Financial, llc 0.08% Reduce -2.2% 7,823 $359K
Gibson Capital, LLC 0.07% No change 7,820 $359K
Ami Investment Management Inc. 0.12% Reduce -0.3% 7,816 $358K
O'ROURKE & COMPANY, Inc 0.18% Reduce -0.6% 7,777 $357K
TAGStone Capital, Inc. 0.18% Reduce -1.2% 7,760 $356K
Hardin Capital Partners, LLC 0.20% Reduce -6.7% 7,702 $356K
Triangle Securities Wealth Management 0.09% No change 7,650 $351K
First National Bank of Omaha 0.02% No change 7,570 $347K
Empirical Asset Management, LLC 0.12% Reduce -8.4% 7,542 $346K
Sigma Planning Corp 0.01% Reduce -1.3% 7,535 $346K
Atlantic Edge Private Wealth Management, LLC 0.10% Reduce -6.2% 7,515 $345K
Boothbay Fund Management, LLC 0.01% Reduce -50.0% 7,500 $344K
Assetmark, Inc. 0.00% Reduce -0.2% 7,455 $342K
Banco BTG Pactual S.A. 0.09% New 7,400 $339K
Murphy, Middleton, Hinkle & Parker, Inc. 0.18% No change 7,379 $338K
Alexander Randolph Advisory, Inc. 0.30% Reduce -24.7% 7,366 $338K
Frisch Financial Group, Inc. 0.10% No change 7,354 $337K
Eldridge Investment Advisors, Inc. 0.08% Reduce -3.8% 7,323 $336K
Matrix Private Capital Group LLC 0.19% No change 7,324 $336K
Optimum Investment Advisors 0.15% Add +1.3% 7,323 $336K
Jones Financial Companies LLLP 0.00% Add +33.7% 7,202 $336K
Intellectus Partners, LLC 0.09% Reduce -23.2% 7,274 $334K
Snowden Capital Advisors LLC 0.01% New 7,249 $332K
Beacon Bridge Wealth Partners, LLC 0.14% Reduce -30.9% 7,237 $332K
Dearborn Partners LLC 0.01% No change 7,133 $327K
Tsfg, LLC 0.07% No change 7,105 $326K
Capital Advisors, Ltd. LLC 0.04% Reduce -23.4% 7,069 $324K
Cornerstone Wealth Advisors, Inc. 0.09% Reduce -0.4% 6,982 $320K
Natixis 0.00% Reduce -59.0% 6,959 $319K
Up Strategic Wealth Investment Advisors LLC 0.36% No change 6,950 $319K
Jeppson Wealth Management, LLC 0.11% No change 6,945 $318K
Alera Investment Advisors, LLC 0.04% New 6,927 $318K
Shared Vision Wealth Group LLC 0.17% Add +20.9% 6,909 $317K
Gentry Private Wealth, LLC 0.26% Add +8.8% 6,845 $314K
Fairway Wealth LLC 0.16% Add +94.0% 6,841 $314K
Stephenson & Company, Inc. 0.21% No change 6,840 $314K
Oarsman Capital, Inc. 0.06% Add +17.0% 6,832 $313K
International Assets Investment Management, LLC 0.03% Reduce -1.2% 6,826 $313K
Aptus Capital Advisors, LLC 0.00% Reduce -11.3% 6,811 $312K
Waterway Wealth Management, LLC 0.13% Reduce -0.1% 6,796 $312K
Well Done, LLC 0.06% No change 6,792 $311K
Avior Wealth Management, LLC 0.01% Add +25.4% 6,774 $311K
Great Valley Advisor Group, Inc. 0.01% Add +1.3% 6,751 $310K
JTC Employer Solutions Trustee Ltd 0.02% No change 6,718 $308K
Elevated Capital Advisors, LLC 0.08% Add +10.7% 6,714 $308K
FourWorld Capital Management LLC 0.29% New 6,700 $307K
Archford Capital Strategies, LLC 0.05% Reduce -26.4% 6,654 $307K
Aspect Partners, LLC 0.17% Reduce -81.6% 6,638 $304K
Beacon Bank & Trust 0.07% Reduce -4.0% 6,614 $303K
GW&K Investment Management, LLC 0.00% No change 6,598 $303K
CGC Financial Services, LLC 0.12% No change 6,582 $302K
1900 Wealth Management LLC 0.03% No change 6,576 $302K
Stillwater Capital Advisors, LLC 0.04% New 6,520 $299K
Arkadios Wealth Advisors 0.02% Reduce -3.9% 6,509 $299K
Novak & Powell Financial Services, Inc. 0.17% No change 6,503 $298K
New Capital Management LP 0.08% No change 6,493 $298K
Rothschild Investment LLC 0.02% Add +2.1% 6,452 $296K
Larson Financial Group LLC 0.02% Reduce -91.4% 6,421 $294K
Gainplan LLC 0.14% No change 6,894 $294K
Sage Financial Management Group, Inc. 0.11% New 6,391 $293K
Peterson Wealth Advisors, LLC 0.06% No change 6,380 $293K
Cape Cod Five Cents Savings Bank 0.03% No change 6,330 $290K
New Hampshire Trust 0.06% Reduce -2.6% 6,295 $289K
Sage Rhino Capital LLC 0.06% No change 6,288 $288K
Retirement Planning Co of New England, Inc. 0.14% Reduce -5.0% 6,259 $287K
Live Oak Private Wealth LLC 0.05% Reduce -4.6% 6,258 $287K
WASHINGTON TRUST Co 0.01% No change 6,249 $287K
Sunpointe, LLC 0.24% Add +16.7% 6,245 $286K
Wealth Dimensions Group, Ltd. 0.07% Reduce -0.3% 6,223 $285K
First City Capital Management, Inc. 0.15% Reduce -0.4% 6,199 $284K
Founders Financial Securities LLC 0.03% Reduce -9.5% 6,199 $284K
Focus Financial Network, Inc. 0.01% Reduce -2.2% 6,181 $283K
Courier Capital LLC 0.02% No change 6,150 $282K
Banque Cantonale Vaudoise 0.01% Reduce -13.4% 6,156 $282K
Redhawk Wealth Advisors, Inc. 0.04% No change 6,148 $282K
Johnson Financial Group, Inc. 0.01% Add +254.0% 6,132 $281K
Van Hulzen Asset Management, LLC 0.02% Reduce -25.0% 6,138 $281K
PBMares Wealth Management LLC 0.06% No change 6,077 $279K
Fiduciary Family Office, LLC 0.09% No change 6,075 $279K
First Bancorp, Inc 0.19% Reduce -4.9% 6,034 $277K
Wilson & Boucher Capital Management, LLC 0.19% No change 6,020 $276K
LM Advisors LLC 0.06% No change 6,010 $276K
IPG Investment Advisors LLC 0.06% Add +2.0% 6,003 $275K
Douglass Winthrop Advisors, LLC 0.01% No change 6,000 $275K
Sage Capital Advisors,llc 0.07% No change 5,993 $275K
Angeles Wealth Management, LLC 0.02% Reduce -63.5% 5,992 $275K
Sandy Spring Bank 0.01% Reduce -16.0% 5,987 $275K
Pinnacle Associates Ltd. 0.00% Add +37.3% 6,781 $273K
HCR Wealth Advisors 0.04% Add +2.4% 5,928 $272K
Evernest Financial Advisors, LLC 0.07% No change 5,923 $272K
GHP Investment Advisors, Inc. 0.01% No change 5,892 $270K
Peak Asset Management, LLC 0.05% No change 5,865 $269K
Acorn Financial Advisory Services Inc. 0.05% No change 5,864 $269K
Physician Wealth Advisors, Inc. 0.05% Reduce -5.2% 5,934 $268K
Betterment LLC 0.00% New 5,853 $268K
LCNB Corp. 0.09% Reduce -2.7% 5,832 $267K
CVA Family Office, LLC 0.04% No change 5,813 $267K
Tradition Wealth Management, LLC 0.02% No change 5,791 $266K
Parthenon LLC 0.03% No change 5,776 $265K
Wedbush Securities Inc. 0.01% Reduce -4.8% 5,709 $262K
Clark Asset Management, LLC 0.06% Reduce -16.7% 5,661 $260K
Valtinson Bruner Financial Planning LLC 0.09% Reduce -2.1% 5,636 $258K
Lowe Brockenbrough & Co. Inc. 0.02% No change 5,609 $257K
Concourse Financial Group Securities, Inc. 0.02% Add +2.7% 5,591 $256K
Investment Advisory Group, LLC 0.09% New 5,584 $256K
Kanawha Capital Management LLC 0.02% Reduce -0.5% 5,573 $256K
Idaho Trust Co 0.12% Add +3.3% 5,568 $255K
SeaCrest Wealth Management, LLC 0.03% New 5,557 $255K
Forza Wealth Management, LLC 0.12% Add +14.4% 5,550 $255K
Concord Wealth Partners 0.04% Reduce -0.7% 5,507 $253K
AdvisorNet Financial, Inc 0.02% Add +0.4% 5,505 $252K
Transcend Capital Advisors, LLC 0.02% Add +0.2% 5,503 $252K
Noble Family Wealth, LLC 0.07% No change 5,500 $252K
Canal Capital Management, LLC 0.04% No change 5,493 $252K
Moloney Securities Asset Management, LLC 0.03% Reduce -8.1% 5,478 $251K
One Capital Management, LLC 0.01% Reduce -25.0% 5,468 $251K
Griffin Asset Management, Inc. 0.03% Add +0.4% 5,447 $250K
FDx Advisors, Inc. 0.07% Reduce -7.3% 5,378 $247K
Partners in Financial Planning 0.05% No change 5,345 $245K
Walkner Condon Financial Advisors LLC 0.05% No change 5,335 $245K
Kraematon Investment Advisors, Inc. 0.24% Reduce -4.7% 5,292 $243K
Great Point Wealth Advisors, LLC 0.05% Reduce -0.9% 5,282 $242K
Koshinski Asset Management, Inc. 0.02% Reduce -3.8% 5,279 $242K
Fiduciary Financial Group, LLC 0.06% Add +4.0% 5,217 $241K
Gallacher Capital Management LLC 0.11% Reduce -8.5% 5,219 $239K
Transcendent Capital Group LLC 0.12% Reduce -5.9% 5,158 $237K
Axxcess Wealth Management, LLC 0.01% No change 5,149 $236K
Charles Schwab Trust Co 0.02% No change 5,127 $235K
UMB Bank, n.a. 0.00% No change 5,121 $235K
Capasso Planning Partners LLC 0.07% New 5,116 $235K
Alpha Omega Wealth Management LLC 0.04% No change 5,108 $234K
1834 Investment Advisors Co. 0.03% No change 5,100 $234K
Atwood & Palmer Inc. 0.02% No change 5,090 $233K
Private Wealth Management Group, LLC 0.09% No change 5,062 $232K
Quaker Wealth Management, LLC 0.08% — 5,034 $231K
United Asset Strategies, Inc. 0.02% New 5,024 $230K
AE Wealth Management LLC 0.00% New 5,012 $230K
Main Management LLC 0.02% No change 5,000 $229K
Harbor Capital Advisors, Inc. 0.01% Add +18.4% 4,980 $228K
Old Second National Bank of Aurora 0.06% No change 4,969 $228K
Waterford Advisors, LLC 0.12% Reduce -1.5% 4,967 $228K
Ellevest, Inc. 0.01% New 4,963 $228K
Gill Capital Partners, LLC 0.08% New 4,954 $227K
Union Savings Bank 0.11% No change 4,942 $227K
Ascentis Independent Advisors 0.04% New 4,940 $227K
Monarch Capital Management Inc. 0.06% No change 4,925 $226K
IFG Advisors, LLC 0.05% Reduce -5.5% 4,918 $226K
Toronto Dominion Bank 0.00% Reduce -92.1% 4,915 $225K
Smith Thornton Advisors LLC 0.15% No change 4,909 $225K
Global Strategic Investment Solutions, LLC 0.03% No change 4,888 $224K
Marion Wealth Management 0.06% New 4,877 $224K
Moors & Cabot, Inc. 0.01% Reduce -12.2% 4,875 $224K
1832 Asset Management L.P. 0.00% No change 4,860 $223K
Strategic Investment Advisors / MI 0.02% Reduce -24.1% 4,850 $222K
Harbour Capital Advisors, LLC 0.05% No change 4,834 $222K
Greenwich Wealth Management LLC 0.02% No change 4,850 $222K
Strategic Blueprint, LLC 0.01% New 4,825 $221K
Corundum Trust Company, INC 0.61% No change 4,810 $221K
17 Capital Partners, LLC 0.14% New 4,793 $220K
Keystone Wealth Services, LLC 0.06% No change 4,790 $220K
BlackDiamond Wealth Management, LLC 0.13% Reduce -7.2% 5,001 $217K
Resources Management Corp. /CT/ 0.03% Reduce -12.9% 4,726 $217K
Hedges Asset Management LLC 0.14% No change 4,700 $216K
Swan Global Investments, LLC 0.01% No change 4,700 $216K
True Link Financial Advisors, LLC 0.02% New 4,692 $215K
Pursue Wealth Partners LLC 0.12% Reduce -3.3% 4,665 $214K
Truefg, LLC 0.07% New 4,656 $214K
Centaurus Financial, Inc. 0.01% Reduce -11.5% 4,633 $212K
MainStreet Investment Advisors LLC 0.03% Reduce -10.2% 4,616 $212K
Titleist Asset Management, LLC 0.03% New 4,600 $211K
Sachetta, LLC 0.08% Add +10.1% 4,596 $211K
Gould Asset Management LLC 0.04% New 4,585 $210K
Northwest Capital Management Inc 0.08% No change 4,582 $210K
Western Wealth Management, LLC 0.01% Reduce -12.4% 4,567 $209K
Hudson Portfolio Management LLC 0.20% — 4,544 $208K
Smith & Howard Wealth Management, LLC 0.06% Reduce -5.3% 4,538 $208K
Almanack Investment Partners, LLC. 0.03% New 4,529 $208K
Wealthstream Advisors, Inc. 0.04% New 4,527 $208K
Compound Planning, Inc. 0.01% Reduce -4.7% 4,527 $208K
Citizens Business Bank 0.04% Reduce -11.2% 4,518 $207K
IronBridge Private Wealth, LLC 0.08% New 4,516 $207K
SFG Wealth Management, LLC. 0.11% New 4,509 $207K
Clearstead Trust, LLC 0.05% No change 4,500 $206K
Twele Capital Management, Inc. 0.04% New 4,500 $206K
Prosperity Consulting Group, LLC 0.02% New 4,499 $206K
Carnegie Investment Counsel 0.01% Reduce -10.5% 4,494 $206K
TFB Advisors LLC 0.06% Reduce -24.9% 4,476 $205K
New Republic Capital, LLC 0.12% Reduce -37.5% 4,454 $204K
WMS Partners, LLC 0.01% Reduce -33.5% 4,437 $203K
Rockingstone Advisors LLC 0.10% New 4,435 $203K
Alesco Advisors, LLC, An ESL Co 0.01% New 4,415 $202K
Jackson Hole Capital Partners, LLC 0.04% No change 4,392 $201K
Eastern Bank 0.00% New 4,371 $200K
Cordant, Inc. 0.10% No change 4,199 $193K
Oxford Financial Group, LTD. LLC 0.01% No change 4,130 $189K
Mfa Wealth Advisors, LLC 0.04% No change 4,000 $183K
Friedenthal Financial 0.11% New 3,996 $183K
Washington Growth Strategies LLC 6.85% — 8,441 $180K
Alpine Bank Wealth Management 0.03% — 3,740 $172K
MCF Advisors LLC 0.01% No change 3,740 $172K
Quadrant Capital Group LLC 0.01% No change 3,632 $167K
Breakwater Investment Management 0.07% No change 3,601 $165K
Ritter Daniher Financial Advisory LLC / DE 0.05% No change 3,470 $159K
Private Capital Management LLC 0.03% Add +11.7% 3,277 $150K
Cassady Schiller Wealth Management, LLC 0.05% Reduce -2.9% 3,264 $150K
First United Bank & Trust 0.05% No change 3,135 $144K
Garde Capital, Inc. 0.01% Reduce -11.5% 3,104 $142K
FAS Wealth Partners, Inc. 0.01% No change 2,888 $132K
Asset Dedication, LLC 0.01% No change 2,885 $132K
Montag A & Associates Inc. 0.01% No change 2,880 $132K
Thompson Investment Management, Inc. 0.02% No change 2,820 $129K
PrairieView Partners, LLC 0.01% No change 2,830 $129K
Robinswood Financial LLC 0.05% No change 2,800 $128K
1620 Investment Advisors, Inc. 0.09% No change 2,720 $125K
Cherry Tree Wealth Management, LLC 0.03% No change 2,689 $123K
Hilltop National Bank 0.04% No change 2,640 $121K
Mascoma Wealth Management LLC 0.03% No change 2,623 $120K
EPG Wealth Management LLC 0.03% Add +0.0% 2,605 $119K
FSA Wealth Management LLC 0.05% — 2,587 $119K
Lowe Wealth Advisors, LLC 0.05% No change 2,561 $117K
CoreCap Advisors, LLC 0.01% New 2,557 $117K
Cape Investment Advisory, Inc. 0.05% No change 2,470 $113K
O'shaughnessy Asset Management, LLC 0.00% Add +103.9% 2,437 $113K
Chilton Capital Management LLC 0.00% No change 2,435 $112K
Reston Wealth Management LLC 0.04% New 2,423 $111K
Hazlett, Burt & Watson, Inc. 0.05% Add +5.5% 2,410 $111K
AlphaMark Advisors, LLC 0.04% Reduce -7.7% 2,348 $108K
City State Bank 0.04% No change 2,330 $107K
Planned Solutions, Inc. 0.04% New 2,325 $107K
Stonehage Fleming Financial Services Holdings Ltd 0.00% Add +25.0% 2,303 $106K
Ameliora Wealth Management Ltd. 0.04% Reduce -23.7% 2,256 $103K
Coston, McIsaac & Partners 0.03% No change 2,257 $103K
WealthCollab, LLC 0.07% No change 2,189 $100K
Pin Oak Investment Advisors Inc. 0.09% No change 2,191 $100K
ORG Partners LLC 0.02% Reduce -55.0% 2,157 $99K
Joseph Group Capital Management 0.04% Add +24.9% 2,068 $95K
Venturi Wealth Management, LLC 0.00% No change 1,957 $90K
Householder Group Estate & Retirement Specialist, LLC 0.03% Reduce -12.0% 1,948 $89K
LRI Investments, LLC 0.01% No change 2,070 $89K
Caldwell Trust Co 0.01% No change 1,910 $88K
Bangor Savings Bank 0.01% Add +471.3% 1,868 $86K
Carmichael Hill & Associates, Inc. 0.03% No change 1,812 $83K
CENTRAL TRUST Co 0.00% Reduce -5.9% 1,749 $80K
Rosenberg Matthew Hamilton 0.02% Reduce -22.0% 1,660 $76K
JNBA Financial Advisors 0.01% Reduce -6.4% 1,594 $73K
GAMMA Investing LLC 0.01% No change 1,532 $70K
Bfsg, LLC 0.01% No change 1,516 $70K
Blume Capital Management, Inc. 0.02% No change 1,500 $69K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 1,463 $67K
West Financial Advisors, LLC 0.01% New 1,418 $65K
Bristlecone Advisors, LLC 0.01% New 1,414 $65K
Steph & Co. 0.02% No change 1,363 $63K
Kiely Wealth Advisory Group, Inc. 0.04% No change 1,430 $62K
Capital Investment Advisory Services, LLC 0.01% No change 1,353 $62K
First PREMIER Bank 0.01% No change 1,300 $60K
Founders Financial Alliance, LLC 0.02% Reduce -9.7% 1,302 $60K
Armor Investment Advisors, LLC 0.02% No change 1,300 $60K
Caldwell Sutter Capital, Inc. 0.03% Add +0.2% 1,281 $59K
WR Wealth Planners, LLC 0.02% Reduce -26.5% 1,278 $59K
Tidemark, LLC 0.02% No change 1,259 $58K
Lindbrook Capital, LLC 0.01% No change 1,255 $58K
Evermay Wealth Management LLC 0.01% Add +6.8% 1,169 $54K
Raffa Wealth Management, LLC 0.01% Reduce -96.9% 1,127 $52K
Centennial Bank 0.02% No change 1,096 $50K
Trivant Custom Portfolio Group, LLC 0.03% Reduce -1.3% 1,091 $50K
Bray Capital Advisors 0.01% No change 1,080 $50K
BOK Financial Private Wealth, Inc. 0.00% No change 1,053 $48K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +133.3% 1,050 $47K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.5% 1,000 $46K
Wintrust Investments LLC 0.03% Reduce -88.0% 982 $45K
Jamison Private Wealth Management, Inc. 0.01% No change 974 $45K
Ameritas Investment Partners, Inc. 0.00% Reduce -12.7% 960 $44K
Ransom Advisory, Ltd 0.02% No change 950 $44K
Sound Income Strategies, LLC 0.00% No change 936 $43K
Phillips Financial Management, LLC 0.00% No change 910 $42K
Pinnacle Financial Partners Inc 0.00% No change 891 $41K
Turim 21 Investimentos Ltda. 0.01% No change 890 $41K
FinTrust Capital Advisors, LLC 0.01% Add +7.5% 886 $41K
CarsonAllaria Wealth Management, Ltd. 0.02% Add +5.3% 872 $40K
DiNuzzo Private Wealth, Inc. 0.00% No change 851 $39K
Westside Investment Management, Inc. 0.01% No change 845 $39K
Sugarloaf Wealth Management, LLC 0.01% Reduce -39.2% 833 $38K
Peterson Wealth Services 0.01% New 825 $38K
Gen-Wealth Partners Inc 0.02% Add +57.9% 845 $38K
Covenant Partners, LLC 0.01% Add +3291.7% 814 $37K
Teachers Insurance & Annuity Association of America 0.06% — 810 $37K
Capital Analysts, LLC 0.00% No change 808 $37K
Cetera Trust Company, N.A 0.02% No change 800 $37K
Pacific Center for Financial Services 0.01% No change 789 $36K
Duncker Streett & Co. Inc. 0.01% No change 785 $36K
Castleview Partners, LLC 0.02% Reduce -77.0% 735 $34K
McIlrath & Eck, LLC 0.00% Reduce -47.8% 718 $33K
Financial Perspectives, Inc 0.01% No change 692 $32K
Nordwand Advisors, LLC 0.01% No change 669 $31K
St Germain D J Co. Inc. 0.00% No change 667 $31K
Center for Financial Planning, Inc. 0.00% No change 656 $30K
Oakworth Capital, Inc. 0.00% No change 640 $29K
Abound Wealth Management 0.01% No change 621 $28K
Fairscale Capital, LLC 0.02% No change 590 $27K
Aberdeen Wealth Management LLC 0.02% No change 580 $27K
Anchor Investment Management, LLC 0.00% No change 571 $26K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 561 $26K
Register Financial Advisors LLC 0.01% Add +36.7% 559 $26K
Financial Freedom, LLC 0.01% No change 556 $26K
Front Row Advisors LLC 0.01% No change 540 $25K
Family Asset Management, LLC 0.01% Reduce -0.6% 522 $24K
Creekmur Asset Management LLC 0.01% Reduce -44.6% 505 $23K
Gables Capital Management Inc. 0.01% Reduce -37.5% 500 $23K
Biltmore Family Office, LLC 0.00% No change 500 $23K
Hantz Financial Services, Inc. 0.00% No change 487 $22K
FSC Wealth Advisors, LLC 0.02% No change 465 $21K
Hanson & Doremus Investment Management 0.00% No change 453 $21K
MidAtlantic Capital Management, Inc. 0.02% No change 452 $21K
CNB Bank 0.01% No change 432 $20K
Wolff Wiese Magana LLC 0.01% No change 424 $19K
Stone House Investment Management, LLC 0.00% Reduce -94.0% 414 $19K
Woodard & Co. Asset Management Group Inc. 0.00% No change 400 $18K
Studio Investment Management LLC 0.00% No change 400 $18K
Coppell Advisory Solutions LLC 0.00% Reduce -28.9% 378 $18K
Uncommon Cents Investing LLC 0.00% New 380 $17K
Foster Dykema Cabot & Partners, LLC 0.00% New 374 $17K
Continuum Advisory, LLC 0.00% Add +52.3% 396 $17K
Rice Partnership, LLC 0.00% Add +34.7% 365 $17K
Gould Capital, LLC 0.01% Reduce -17.5% 345 $16K
Templeton & Phillips Capital Management, LLC 0.01% No change 343 $16K
Adirondack Trust Co. 0.01% No change 340 $16K
Motco 0.00% No change 334 $15K
Angeles Investment Advisors, LLC 0.00% No change 317 $15K
Avion Wealth 0.00% No change 309 $14K
Mechanics Financial Corp 0.01% Reduce -25.6% 305 $14K
Windsor Advisory Group, LLC 0.02% New 300 $14K
Tacita Capital Inc 0.01% Reduce -62.5% 300 $14K
Arcadia Investment Management Corp. 0.00% No change 300 $14K
Laurel Wealth Advisors LLC 0.00% Reduce -64.9% 300 $14K
Jaffetilchin Investment Partners, LLC 0.00% New 284 $13K
PSI Advisors, LLC 0.00% No change 283 $13K
Highline Wealth Partners LLC 0.00% No change 272 $12K
Fourpath Capital Management, LLC 0.00% New 265 $12K
Strategic Investment Solutions, Inc. 0.00% Add +8.3% 260 $12K
United Community Bank 0.00% Reduce -19.3% 259 $12K
WFA of San Diego, LLC 0.01% No change 255 $12K
Morse Asset Management, Inc 0.00% New 250 $11K
Baldwin Wealth Partners LLC 0.00% No change 247 $11K
Fairman Group, LLC 0.01% No change 237 $11K
Bogart Wealth, LLC 0.00% Add +57.7% 235 $11K
Creative Financial Designs Inc. 0.00% No change 228 $10K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 200 $9K
CI Investments Inc. 0.00% New 200 $9K
Morling Financial Advisors, LLC 0.00% No change 186 $9K
Earned Wealth Advisors, LLC 0.00% New 173 $8K
Ashton Thomas Securities, LLC 0.00% New 168 $8K
Archer Investment Corp 0.00% No change 165 $8K
West Paces Advisors Inc. 0.00% No change 165 $8K
DHJJ Financial Advisors, Ltd. 0.00% Reduce -38.8% 158 $7K
VitalStone Financial, LLC 0.00% No change 155 $7K
Rise Advisors, LLC 0.00% No change 154 $7K
MTM Investment Management, LLC 0.00% No change 150 $7K
Russell Investments Group, Ltd. 0.00% No change 151 $7K
SIMA Wealth Partners, LLC 0.01% No change 150 $7K
Horizon Investments, LLC 0.00% Add +13.4% 144 $7K
EnRich Financial Partners LLC 0.00% No change 139 $6K
Granite FO LLC 0.00% New 138 $6K
Talon Private Wealth, LLC 0.00% — 135 $6K
Beach Investment Counsel Inc. 0.00% No change 120 $6K
American Capital Advisory, LLC 0.00% Add +5.0% 126 $6K
Brown, Lisle/Cummings, Inc. 0.00% No change 125 $6K
ESL Trust Services, LLC 0.00% No change 125 $6K
Signature Resources Capital Management, LLC 0.01% No change 125 $6K
Beaird Harris Wealth Management, LLC 0.00% No change 121 $6K
Pflug Koory, LLC 0.00% — 120 $6K
Ballast Advisors LLC 0.00% No change 119 $5K
Beacon Capital Management, LLC 0.00% No change 115 $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% No change 101 $5K
Annapolis Financial Services, LLC 0.00% No change 100 $5K
Versant Capital Management, Inc 0.00% New 99 $5K
McClarren Financial Advisors, Inc. 0.00% Reduce -47.1% 45 $4K
Battery Global Advisors, LLC 0.00% Reduce -96.2% 80 $4K
Ironwood Wealth Management, LLC. 0.00% No change 80 $4K
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% No change 57 $3K
Smartleaf Asset Management LLC 0.00% Reduce -32.0% 51 $2K
Harris Associates (Oakmark Funds) 0.00% New 51 $2K
Providence Capital Advisors, LLC 0.00% No change 50 $2K
Howe & Rusling Inc. 0.00% No change 50 $2K
Islay Capital Management, LLC 0.00% No change 42 $2K
Allianz Asset Management GmbH 0.00% Reduce -6.8% 41 $2K
HHM Wealth Advisors, LLC 0.00% No change 36 $2K
Fortis Group Advisors, LLC 0.00% Reduce -99.7% 33 $2K
Gleason Group, Inc. 0.00% No change 31 $1K
Guardian Wealth Advisors, LLC / NC 0.00% No change 24 $1K
Financial Management Professionals, Inc. 0.00% No change 17 $1K
Darwin Wealth Management, LLC 0.00% New 19 $867
Integrity Financial Corp 0.00% No change 18 $825
Nemes Rush Group LLC 0.00% No change 20 $822
Addison Advisors LLC 0.00% No change 11 $505
Aspire Wealth Management Corp 0.00% No change 11 $503
TD Capital Management LLC 0.00% No change 10 $459
PayPay Securities Corp 0.03% Reduce -81.8% 8 $367
M&R Capital Management Inc. 0.00% Reduce -80.0% 5 $241
Point72 Asia (Singapore) Pte. Ltd. 0.00% No change 1 $46
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $46

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