iShares MSCI Emerging MarketEEMETF

13F holders, Q4 2024 (December 31)
1,327holders +42
80new positions
104sold out
6famous investors
$41.78avg. 13F price*

At the end of Q4 2024, 1,327 institutions reported holding iShares MSCI Emerging Market (EEM) in their 13F filings, up 42 from Q3 2024. 80 opened new positions and 104 sold out. The largest holders were Morgan Stanley ($1.6B), Bank of America Corp. ($1.1B) and Jane Street Group, LLC ($784.8M). 6 famous investors held it, including Paul Tudor Jones (0.9% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions80$163.9M
Exits104$630.5M

All 13F filers, Q3 2024 → Q4 2024: 36,848,414 shares bought and 54,724,227 shares sold, net −17,875,813 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,327 holders

Morgan Stanley 0.11% Add +4.3% 37,943,908 $1.6B
Bank of America Corp. 0.10% Reduce -2.5% 25,257,446 $1.1B
Jane Street Group, LLC 1.27% Add +19.3% 18,766,019 $784.8M
Goldman Sachs Group Inc. 0.14% Add +4.1% 17,740,778 $741.9M
BlackRock, Inc. 0.01% Add +0.2% 16,050,294 $671.2M
Swiss Life Asset Management Ltd 3.75% Add +40.7% 12,168,266 $508.9M
UBS Group AG 0.11% Add +17.3% 11,990,335 $501.4M
Wells Fargo & Company 0.11% Add +6.8% 11,048,399 $462.0M
Retirement Systems of Alabama 1.42% No change 9,142,425 $382.3M
Brevan Howard Capital Management LP 8.89% Add +297.2% 8,485,000 $354.8M
JPMorgan Chase & Co. 0.02% Reduce -38.9% 7,426,742 $310.6M
BNP Paribas Financial Markets 0.17% Add +121.0% 5,054,692 $211.4M
PNC Financial Services Group, Inc. 0.14% Reduce -1.8% 4,914,407 $205.5M
TD Asset Management Inc 0.16% Add +4.9% 4,423,372 $185.0M
Bank of New York Mellon Corp 0.03% Reduce -0.3% 3,560,811 $148.9M
Board of Trustees of The Leland Stanford Junior University 12.66% No change 3,543,452 $148.2M
Squarepoint Ops LLC 0.36% Reduce -37.3% 3,299,584 $138.0M
US Bancorp \de 0.18% Reduce -0.3% 3,278,156 $137.1M
Arrowstreet Capital, Limited Partnership 0.11% Add +4632.1% 3,272,659 $136.9M
Royal Bank of Canada 0.03% Reduce -14.0% 3,218,630 $134.6M
Lazard Asset Management LLC 0.18% Add +233.0% 2,738,713 $114.5M
Bank of Montreal 0.05% Reduce -61.5% 2,616,773 $109.4M
LPL Financial LLC 0.04% Add +14.8% 2,431,417 $101.7M
State of Wisconsin Investment Board 0.26% Reduce -2.9% 2,417,500 $101.1M
Envestnet Asset Management Inc. 0.03% Reduce -8.5% 2,261,895 $94.6M
Greenleaf Trust 0.80% Reduce -8.3% 2,112,840 $88.4M
Citigroup Inc. 0.08% Reduce -44.0% 2,087,165 $87.3M
Cassaday & Co Wealth Management LLC 2.21% Add +1.5% 1,936,480 $81.0M
Tudor Investment Corporation 0.85% Reduce -13.6% 1,922,325 $80.4M
HSBC Holdings PLC 0.05% Reduce -40.9% 1,860,552 $78.5M
Hirtle & Co., LLC 3.61% Reduce -0.9% 1,780,908 $74.5M
Susquehanna International Group, LLP 0.10% Reduce -34.7% 1,654,060 $69.2M
Raymond James Financial Inc. 0.02% — 1,607,934 $67.2M
Mariner, LLC 0.11% Reduce -17.9% 1,547,456 $64.7M
Factory Mutual Insurance Co. 0.70% No change 1,546,400 $64.7M
Total Investment Management Inc. 9.04% Add +3.7% 1,541,272 $64.5M
Manufacturers Life Insurance Company, The 0.06% Add +1.2% 1,516,562 $63.4M
Bank of Nova Scotia 0.11% Add +324.5% 1,501,822 $62.8M
Regions Financial Corp. 0.46% Reduce -0.2% 1,486,786 $62.2M
Millennium Management 0.05% Add +184.5% 1,422,686 $59.5M
Barclays PLC 0.03% Reduce -87.9% 1,399,907 $58.5M
Allstate Corp. 1.72% New 1,394,920 $58.3M
Halbert Hargrove Global Advisors, LLC 2.99% Reduce -2.5% 1,272,422 $53.2M
Connable Office Inc. 5.00% Reduce -0.6% 1,154,884 $48.3M
HighTower Advisors, LLC 0.06% Add +7.8% 1,125,460 $47.1M
FMR LLC 0.00% Reduce -0.2% 1,111,400 $46.5M
Trust Co 5.08% Add +32.3% 1,061,146 $44.4M
Vontobel Holding Ltd. 0.15% Reduce -13.1% 1,058,500 $44.3M
Keybank National Association 0.16% Add +3.0% 1,006,631 $42.1M
CIBC Private Wealth Group LLC 0.07% Add +0.8% 972,291 $40.6M
Northern Trust Corp. 0.01% Reduce -3.2% 965,712 $40.4M
Deutsche Bank AG 0.02% Add +8.7% 962,487 $40.3M
Fifth Third Bancorp 0.14% Reduce -5.6% 933,481 $39.0M
Ameriprise Financial Inc. 0.01% Reduce -6.2% 861,483 $36.0M
M&T Bank Corp 0.12% Reduce -6.9% 827,918 $34.6M
Corient Private Wealth LP 0.05% Reduce -13.4% 764,353 $32.0M
Creative Planning 0.03% Reduce -2.3% 763,795 $31.9M
Prudential Financial Inc. 0.04% Add +9.7% 655,380 $27.4M
Truist Financial Corp. 0.04% Add +11.7% 629,406 $26.3M
Stifel Financial Corp. 0.03% Reduce -6.5% 611,808 $25.6M
Provenance Wealth Advisors, LLC 3.20% Add +0.9% 591,399 $24.7M
Comerica Bank 0.10% Reduce -1.3% 567,951 $23.8M
Acadian Asset Management LLC 0.07% Reduce -8.3% 561,446 $23.5M
Commonwealth Equity Services, LLC 0.03% Reduce -2.5% 539,179 $22.5M
Quent Capital, LLC 2.32% Add +4.7% 536,555 $22.4M
Franklin Resources Inc. 0.01% Add +1.9% 515,270 $21.5M
Cibc World Market Inc. 0.05% Reduce -16.6% 509,170 $21.3M
Cresset Asset Management, LLC 0.10% Reduce -4.8% 503,849 $21.1M
Victory Capital Management Inc. 0.02% Add +25.0% 472,612 $19.8M
Focus Partners Wealth 0.05% Add +22.9% 469,545 $19.6M
Glenmede Trust Co. NA 0.10% Reduce -12.1% 450,042 $18.8M
Baird Financial Group, Inc. 0.04% Reduce -0.8% 449,075 $18.8M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -2.0% 424,062 $17.7M
SG Americas Securities, LLC 0.08% Add +91.8% 413,997 $17.3M
Wit, LLC 0.55% Add +99934.9% 412,144 $17.2M
Itau Unibanco Holding S.A. 0.53% Add +55.3% 408,951 $17.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +7.0% 403,682 $16.9M
Checchi Capital Advisers, LLC 1.26% Add +23.0% 403,443 $16.9M
Rockefeller Capital Management L.P. 0.04% Reduce -1.6% 394,203 $16.5M
Cetera Investment Advisers 0.03% Add +8.1% 392,939 $16.4M
FineMark National Bank & Trust 0.57% Add +0.5% 387,603 $16.2M
Dupont Capital Management Corp. 1.48% Reduce -27.4% 380,407 $15.9M
Capstone Investment Advisors, LLC 0.20% Reduce -20.4% 377,444 $15.8M
Financiere des Professionnels - Fonds d'investissement inc. 1.10% No change 374,500 $15.7M
Okabena Investment Services Inc. 4.35% Add +1.3% 374,284 $15.7M
HT Partners LLC 5.14% Reduce -0.1% 361,256 $15.1M
Pathstone Holdings, LLC 0.07% Reduce -12.4% 360,739 $15.1M
Cerity Partners LLC 0.03% Reduce -0.3% 358,574 $15.0M
Mesirow Financial Investment Management, Inc. 0.30% Reduce -6.4% 355,916 $14.9M
Allianz SE 0.38% Add +3.9% 353,133 $14.8M
Pictet North America Advisors SA 1.40% Reduce -7.3% 352,527 $14.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -3.6% 350,363 $14.7M
Coldstream Capital Management Inc. 0.31% Add +2.4% 347,344 $14.5M
Osaic Holdings, Inc. 0.03% Add +1.3% 343,165 $14.4M
Granite Bay Wealth Management, LLC 5.13% New 330,921 $13.8M
Man Group plc 0.04% Reduce -78.9% 324,687 $13.6M
Caisse de depot et placement du Quebec 0.03% Reduce -7.3% 316,399 $13.2M
Captrust Financial Advisors 0.04% Reduce -6.2% 314,857 $13.2M
Prudential PLC 0.06% Reduce -2.9% 304,650 $12.7M
Choreo, LLC 0.18% Reduce -4.9% 304,356 $12.7M
Retirement Financial Solutions, LLC 6.82% Add +17.3% 302,451 $12.6M
BIP Wealth, LLC 0.85% Reduce -0.8% 302,215 $12.6M
Renaissance Technologies 0.02% Add +194.1% 301,700 $12.6M
CHURCHILL MANAGEMENT Corp 0.13% New 289,366 $12.1M
Citizens Financial Group Inc. 0.23% Add +0.5% 287,869 $12.0M
Stock Yards Bank & Trust Co. 0.38% Reduce -0.5% 266,541 $11.1M
Avantax Advisory Services, Inc. 0.07% Add +2.4% 261,958 $11.0M
Inspire Trust Co, N.A. 2.78% Add +4.0% 260,334 $10.9M
GLOBALT Investments LLC / GA 0.42% Reduce -5.5% 259,640 $10.9M
Jasper Ridge Partners, L.P. 0.34% No change 254,150 $10.6M
Kestra Advisory Services, LLC 0.06% Reduce -14.7% 253,460 $10.6M
Azimuth Capital Investment Management LLC 0.41% Add +1.3% 251,845 $10.5M
DRW Securities, LLC 0.70% Reduce -90.9% 249,762 $10.4M
SCS Capital Management LLC 0.21% Reduce -2.8% 247,712 $10.4M
Freestone Capital Holdings, LLC 0.36% Add +2.0% 247,698 $10.4M
Capital Fund Management S.A. 0.10% New 247,400 $10.3M
Colton Groome Financial Advisors, LLC 3.94% Reduce -1.4% 246,353 $10.3M
MML Investors Services, LLC 0.04% Reduce -51.1% 245,686 $10.3M
Csenge Advisory Group 0.56% New 245,208 $10.3M
Mercer Global Advisors Inc. 0.02% Reduce -10.1% 243,705 $10.2M
Graham Capital Management, L.P. 0.49% Add +128.6% 240,000 $10.0M
Bailard, Inc. 0.26% Reduce -0.0% 239,679 $10.0M
Dimension Capital Management LLC 1.60% Add +2.2% 233,845 $9.8M
WealthBridge Investment Counsel Inc. 3.48% Reduce -0.2% 226,710 $9.5M
Resona Asset Management Co.,Ltd. 0.06% No change 225,287 $9.4M
Calamos Advisors LLC 0.06% No change 225,145 $9.4M
LGL Partners, LLC 1.37% Reduce -7.8% 224,998 $9.4M
Verger Capital Management LLC 4.68% Add +0.9% 224,394 $9.4M
Equitable Holdings, Inc. 0.09% Add +12.0% 223,749 $9.4M
Moneta Group Investment Advisors LLC 0.13% Reduce -0.1% 223,661 $9.4M
Cambridge Investment Research Advisors, Inc. 0.03% Add +1.9% 222,219 $9.3M
Balyasny Asset Management L.P. 0.02% Reduce -55.6% 217,987 $9.1M
Cullen/Frost Bankers, Inc. 0.12% Add +5.8% 205,583 $8.6M
Banque Pictet & Cie SA 0.08% Reduce -3.0% 204,461 $8.6M
Keel Point, LLC 0.68% Reduce -11.0% 204,410 $8.5M
US Financial Advisors, LLC 2.62% Add +2.7% 203,407 $8.5M
Clear Creek Financial Management, LLC 0.92% Add +15.2% 202,528 $8.5M
Verdence Capital Advisors LLC 0.67% Add +5.6% 198,536 $8.3M
CW Advisors, LLC 0.11% Add +59.5% 198,532 $8.3M
Commerce Bank 0.05% Reduce -6.9% 197,387 $8.3M
MAI Capital Management 0.06% Add +0.7% 193,567 $8.1M
Finley Financial, LLC 4.16% — 191,023 $8.0M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -0.3% 189,733 $7.9M
Fiduciary Trust Co 0.10% Reduce -4.0% 185,786 $7.8M
FFT Wealth Management LLC 0.59% Reduce -9.4% 185,717 $7.8M
Portland Global Advisors LLC 0.98% Reduce -9.5% 184,422 $7.7M
Vista Finance, LLC 7.89% Reduce -4.7% 183,740 $7.7M
Metropolitan Life Insurance Co 2.98% No change 179,828 $7.5M
Brown Advisory Inc. 0.01% Add +101.5% 179,363 $7.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +5.6% 174,490 $7.3M
Allie Family Office LLC 3.98% Add +8.2% 171,432 $7.2M
Mill Creek Capital Advisors, LLC 0.17% Add +0.2% 170,310 $7.1M
SteelPeak Wealth, LLC 0.29% Reduce -18.7% 169,932 $7.1M
Schonfeld Strategic Advisors LLC 0.04% Reduce -87.1% 169,088 $7.1M
Townsquare Capital LLC 0.08% Add +4.4% 167,855 $7.0M
Regal Investment Advisors LLC 0.52% Add +0.6% 166,008 $6.9M
Simplex Trading, LLC 0.20% Add +387.1% 165,847 $6.9M
Janney Montgomery Scott LLC 0.02% Reduce -17.3% 163,326 $6.8M
Arbor Investment Advisors, LLC 0.96% Reduce -4.2% 162,735 $6.8M
TCTC Holdings, LLC 0.24% Add +1.7% 159,905 $6.7M
Alliancebernstein L.P. 0.00% Add +0.8% 159,073 $6.7M
Blair William & Co. 0.02% Reduce -10.7% 159,062 $6.7M
PFW Advisors LLC 2.04% — 158,727 $6.6M
Brown Wealth Management, LLC 2.30% Add +3.9% 155,414 $6.5M
Salomon & Ludwin, LLC 0.69% Reduce -3.7% 154,932 $6.5M
Banco Santander, S.A. 0.08% Add +373.1% 149,919 $6.3M
Rwa Wealth Partners, LLC 0.08% Reduce -3.1% 149,811 $6.3M
Trustmark Bank Trust Department 0.46% Add +0.3% 148,017 $6.2M
Tandem Wealth Advisors LLC 3.15% Add +5.8% 147,393 $6.2M
Walleye Trading LLC 0.12% Reduce -82.6% 147,054 $6.1M
Parr McKnight Wealth Management Group, LLC 0.87% — 145,419 $6.1M
Tiaa Trust, National Association 0.02% Reduce -6.8% 145,344 $6.1M
Three Bridge Wealth Advisors, LLC 2.12% Add +5.9% 144,660 $6.0M
EP Wealth Advisors, LLC 0.05% Add +0.0% 144,607 $6.0M
Linscomb Wealth, Inc. 0.30% Reduce -0.8% 142,961 $6.0M
NTV Asset Management LLC 0.79% Reduce -3.2% 142,698 $6.0M
Pinnacle Financial Group, LLC / IL 2.34% Add +2.4% 142,623 $6.0M
Whittier Trust Co. of Nevada Inc. 0.15% Reduce -2.4% 142,632 $6.0M
CIBC Asset Management Inc 0.02% Add +3.9% 141,960 $5.9M
StoneX Group Inc. 0.33% Add +114.2% 141,363 $5.9M
OneDigital Investment Advisors LLC 0.07% Add +8.0% 140,371 $5.9M
Highview Capital Management LLC 2.25% Add +34.8% 140,307 $5.9M
MYDA Advisors LLC 1.67% New 140,000 $5.9M
EFG Asset Management (Americas) Corp. 1.14% Add +41.2% 139,575 $5.8M
Sand Hill Global Advisors, LLC 0.25% Reduce -59.2% 139,396 $5.8M
Clarity Wealth Advisors, LLC 1.58% Add +5.5% 138,755 $5.8M
Staley Capital Advisers Inc. 0.26% No change 138,050 $5.8M
Point72 Europe (London) LLP 0.33% New 136,200 $5.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% No change 136,000 $5.7M
Willis Johnson & Associates, Inc. 0.44% Reduce -1.1% 135,483 $5.7M
Glenview Trust Co 0.11% Reduce -3.4% 134,471 $5.6M
First Financial Bank - Trust Division 0.52% Add +2.7% 134,310 $5.6M
Little House Capital LLC 1.60% Add +0.1% 134,050 $5.6M
New York State Common Retirement Fund 0.01% No change 132,575 $5.5M
Lido Advisors, LLC 0.03% Add +0.0% 132,441 $5.5M
Sanctuary Advisors, LLC 0.03% Add +44.6% 127,543 $5.5M
Del-Sette Capital Management, LLC 4.46% Add +0.8% 131,400 $5.5M
Parallel Advisors, LLC 0.12% Add +2.8% 130,969 $5.5M
Horizon Bancorp Inc. 2.58% Add +3.5% 130,808 $5.5M
Cibc World Markets Corp. 0.03% Add +91.0% 130,356 $5.5M
DT Investment Partners, LLC 0.46% No change 129,704 $5.4M
RTD Financial Advisors, Inc. 0.69% Reduce -1.9% 129,444 $5.4M
Group One Trading LLC 0.18% New 127,971 $5.4M
Sei Investments Co. 0.01% Reduce -7.8% 127,494 $5.3M
Union Bancaire Privee, UBP SA 0.10% — 130,134 $5.3M
Thrivent Financial for Lutherans 0.01% Add +2.5% 123,608 $5.3M
First Commonwealth Financial Corp 1.24% Add +1.2% 125,752 $5.3M
Ballentine Partners, LLC 0.09% Reduce -0.1% 125,573 $5.3M
REDW Wealth LLC 1.81% Reduce -0.1% 124,815 $5.2M
Callan Family Office, LLC 0.33% Add +1.7% 124,576 $5.2M
Analyst IMS Investment Management Services Ltd. 0.19% Reduce -0.3% 124,217 $5.2M
Confluence Wealth Services, Inc. 0.34% Reduce -14.0% 120,774 $5.2M
Heritage Wealth Advisors 0.25% Reduce -0.1% 121,558 $5.1M
Valeo Financial Advisors, LLC 0.14% Reduce -8.9% 119,663 $5.0M
Brighton Jones LLC 0.14% Add +1.7% 118,587 $5.0M
Lake Hills Wealth Management, LLC 3.39% Add +3.2% 118,572 $5.0M
Summit Wealth & Retirement Planning, Inc. 1.53% Reduce -1.5% 118,432 $5.0M
Neuberger Berman Group LLC 0.00% Add +97.8% 117,569 $4.9M
Sig Brokerage, LP 2.26% — 115,165 $4.8M
Integrated Wealth Concepts LLC 0.06% Add +76.3% 115,081 $4.8M
Simmons Bank 0.35% Add +9.7% 114,150 $4.8M
T. Rowe Price Associates Inc. 0.00% Add +8.8% 113,970 $4.8M
Bessemer Group Inc. 0.01% Reduce -0.2% 113,579 $4.8M
Fluent Financial, LLC 2.09% Reduce -3.5% 113,116 $4.7M
Bokf, NA 0.08% Reduce -41.7% 115,017 $4.7M
Geneos Wealth Management Inc. 0.17% Add +4.2% 112,807 $4.7M
Bridges Investment Management Inc. 0.07% Reduce -4.2% 112,717 $4.7M
LMCG Investments, LLC 0.29% Reduce -27.6% 112,525 $4.7M
Wealthedge Investment Advisors, LLC 2.12% — 112,423 $4.7M
PKO Investment Management Joint-Stock Co 0.58% Reduce -13.5% 112,313 $4.7M
Maven Securities LTD 0.76% Add +134.2% 112,269 $4.7M
Syon Capital LLC 0.42% Reduce -26.3% 111,690 $4.7M
Harvest Investment Advisors, LLC 3.23% Reduce -2.2% 111,643 $4.7M
Rafferty Asset Management, LLC 0.02% Reduce -0.3% 111,398 $4.7M
SVB Wealth LLC 0.09% New 111,311 $4.7M
Atlas Legacy Advisors, LLC 1.13% — 111,115 $4.6M
First American Trust, FSB 0.46% Reduce -0.8% 110,332 $4.6M
Rathbones Group PLC 0.02% Add +0.6% 110,105 $4.6M
Aries Wealth Management 1.26% Add +11.2% 109,332 $4.6M
LBMC Investment Advisors, LLC 0.36% Reduce -2.7% 109,143 $4.6M
LSP Investment Advisors, LLC 3.18% No change 108,830 $4.6M
Beirne Wealth Consulting Services, LLC 1.64% Add +1.7% 108,486 $4.5M
Edmond DE Rothschild Holding S.A. 0.08% Reduce -7.7% 108,007 $4.5M
Castleark Management LLC 0.16% Reduce -69.6% 107,715 $4.5M
Stephens Inc. 0.06% Add +10.3% 107,371 $4.5M
Yousif Capital Management, LLC 0.05% Add +11.8% 107,156 $4.5M
Central Bank & Trust Co. 0.68% Add +1.1% 106,985 $4.5M
LWM Advisors Inc. 4.48% — 106,825 $4.5M
Cromwell Holdings LLC 2.58% No change 106,757 $4.5M
Private Portfolio Partners LLC 0.81% Add +0.6% 105,573 $4.4M
AMG National Trust Bank 0.12% Reduce -3.9% 104,837 $4.4M
J.W. Cole Advisors, Inc. 0.18% Add +2.5% 104,998 $4.4M
Whittier Trust Co. 0.06% Reduce -4.6% 104,252 $4.4M
1ST Source Bank 0.25% Reduce -2.3% 103,848 $4.3M
Fiducient Advisors LLC 0.53% Add +6.5% 103,151 $4.3M
Allianz Asset Management GmbH 0.01% Add +251226.8% 103,044 $4.3M
Corepath Wealth Partners LLC 4.19% Add +4.3% 104,292 $4.3M
Marshall & Sullivan Inc. 2.09% Add +2.9% 102,469 $4.3M
Oppenheimer Asset Management Inc. 0.05% Add +48.0% 102,383 $4.3M
ExodusPoint Capital Management, LP 0.04% Reduce -87.1% 102,022 $4.3M
Synovus Financial Corp. 0.05% Reduce -1.7% 100,929 $4.2M
First National Trust Co 0.16% Reduce -0.4% 100,097 $4.2M
Westport Asset Management Inc. 2.00% No change 100,000 $4.2M
International City Management Association Retirement Corp 2.57% No change 99,782 $4.2M
Mma Asset Management LLC 1.82% Reduce -48.2% 99,430 $4.2M
Calamos Wealth Management LLC 0.21% No change 98,937 $4.1M
Baron Financial Group, LLC 2.55% Add +0.1% 98,439 $4.1M
Parisi Gray Wealth Management 1.30% Reduce -5.1% 97,978 $4.1M
Oppenheimer & Co. Inc. 0.06% Add +25.9% 97,291 $4.1M
City Holding Co. 0.58% Add +9.6% 97,140 $4.1M
Perigon Wealth Management, LLC 0.10% Reduce -1.3% 96,314 $4.0M
Savant Capital, LLC 0.03% Reduce -8.4% 94,410 $3.9M
Twin Focus Capital Partners, LLC 0.58% Add +307.4% 93,869 $3.9M
Global Retirement Partners, LLC 0.11% Add +0.2% 93,341 $3.9M
Wilmington Savings Fund Society, FSB 0.07% Add +10.8% 92,799 $3.9M
Private Advisor Group, LLC 0.02% Add +0.8% 92,225 $3.9M
Urban Financial Advisory Corp 2.08% Add +2.7% 90,609 $3.8M
Modera Wealth Management, LLC 0.05% Add +0.3% 89,228 $3.7M
Country Club Bank 0.25% Reduce -1.2% 88,763 $3.7M
Prism Advisors, Inc. 1.10% Reduce 0.0% 88,105 $3.7M
Focus Partners Advisor Solutions, LLC 0.06% Reduce -10.7% 88,063 $3.7M
Scotia Capital Inc. 0.02% Add +10.2% 85,797 $3.6M
Widmann Financial Services, Inc. 2.77% Reduce -4.8% 85,566 $3.6M
NBT Bank, N.A. 0.25% Reduce -0.5% 84,964 $3.6M
Financial Synergies Wealth Advisors, Inc. 0.44% Add +0.1% 84,631 $3.5M
Clearstead Advisors, LLC 0.05% Reduce -0.5% 83,127 $3.5M
Earnest Partners LLC 0.02% Reduce -9.3% 81,963 $3.4M
Oldfather Financial Services, LLC 1.31% Add +1.8% 81,910 $3.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Reduce -66.7% 81,085 $3.4M
Evergreen Capital Management LLC 0.11% Add +0.0% 80,007 $3.3M
Paloma Partners Management Co 0.31% Reduce -68.6% 79,900 $3.3M
All Terrain Financial Advisors, LLC 1.30% Reduce -21.3% 79,542 $3.3M
Hancock Whitney Corp. 0.10% Reduce -32.6% 79,003 $3.3M
Asset Management Group, Inc. 0.59% Reduce -2.4% 78,758 $3.3M
Fiera Capital Corp 0.01% Reduce -5.1% 78,753 $3.3M
EWG Elevate Inc. 1.00% Add +4.0% 78,569 $3.3M
Wealthspire Advisors, LLC 0.03% Reduce -14.6% 78,345 $3.3M
BNP Paribas 0.05% Reduce -0.3% 77,914 $3.3M
Financial Advisors Network, Inc. 0.53% — 76,662 $3.2M
Prospera Financial Services Inc 0.07% Reduce -10.2% 76,459 $3.2M
Hoge Financial Services, LLC 2.33% Add +2.9% 76,162 $3.2M
Tobias Financial Advisors, Inc. 0.64% Reduce -0.3% 76,128 $3.2M
Concurrent Investment Advisors, LLC 0.09% Add +5.1% 76,020 $3.2M
Ostrum Asset Management 0.27% New 74,900 $3.1M
Beacon Pointe Advisors, LLC 0.03% Add +0.5% 75,112 $3.1M
Blue Fin Capital, Inc. 0.58% Reduce -3.4% 74,939 $3.1M
Avantax Planning Partners, Inc. 0.11% Reduce -2.0% 74,866 $3.1M
Grove Bank & Trust 0.43% Add +8.4% 74,843 $3.1M
Waverly Advisors, LLC 0.05% Add +48.8% 74,323 $3.1M
Mirabaud & Cie SA 0.99% Reduce -1.1% 73,571 $3.1M
Capital Advantage, Inc. 0.56% New 73,210 $3.1M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +54.2% 68,974 $3.1M
Boyd Watterson Asset Management LLC 0.85% Reduce -0.1% 72,639 $3.0M
Two Sigma Securities, LLC 0.54% New 71,803 $3.0M
AQR Capital Management 0.00% Add +53.3% 70,811 $3.0M
Sowell Financial Services LLC 0.15% Add +2.2% 70,259 $2.9M
Stelac Advisory Services LLC 1.14% Add +2.4% 69,544 $2.9M
Moneco Advisors, LLC 0.31% Reduce -0.1% 69,387 $2.9M
Atria Wealth Solutions, Inc. 0.03% Reduce -14.5% 69,204 $2.9M
Amarillo National Bank 0.53% No change 68,592 $2.9M
Ramirez Asset Management, Inc. 0.57% Add +446.1% 68,125 $2.8M
Washington Trust Bank 0.27% Add +74.3% 67,951 $2.8M
Landing Point Financial Group, LLC 2.16% — 64,583 $2.8M
Bluespring Wealth Management, LLC 0.29% Reduce -8.4% 67,585 $2.8M
Foundation Wealth Management, LLC 2.19% Reduce -1.8% 67,365 $2.8M
Burke & Herbert Bank & Trust Co. 0.66% Add +2.1% 66,913 $2.8M
Edge Capital Group, LLC 0.12% Reduce -97.1% 1,934 $2.8M
Pinebridge Investments, L.P. 0.02% Add +74.0% 66,673 $2.8M
Promus Capital, LLC 2.13% — 66,568 $2.8M
Sterling Capital Management LLC 0.04% Reduce -7.6% 66,277 $2.8M
Israel Discount Bank of New York 2.01% Reduce -6.2% 66,075 $2.8M
Full Sail Capital, LLC 0.18% Add +0.0% 66,048 $2.8M
HB Wealth Management, LLC 0.03% Add +0.0% 64,505 $2.7M
Independence Bank of Kentucky 0.41% Add +7.5% 64,470 $2.7M
JSF Financial, LLC 0.72% Reduce -7.2% 64,402 $2.7M
NewEdge Advisors, LLC 0.02% Add +36.9% 62,858 $2.6M
Venture Visionary Partners LLC 0.11% Reduce -1.2% 62,746 $2.6M
Laird Norton Wetherby Wealth Management, LLC 0.13% Add +3.1% 62,359 $2.6M
Ashton Thomas Private Wealth, LLC 0.10% Add +2.8% 62,292 $2.6M
Family Firm, Inc. 0.57% Add +12.2% 61,499 $2.6M
Meridian Wealth Management, LLC 0.12% Add +0.5% 61,484 $2.6M
Chicago Partners Investment Group LLC 0.09% Add +3.2% 61,489 $2.6M
Smithfield Trust Co 0.13% Reduce -1.8% 61,295 $2.6M
Inman Jager Wealth Management, LLC 2.00% — 61,316 $2.6M
Howland Capital Management LLC 0.11% Reduce -1.2% 60,561 $2.5M
Richard W. Paul & Associates, LLC 0.92% Add +0.3% 60,356 $2.5M
Abacus Planning Group, Inc. 0.44% Add +1.9% 59,606 $2.5M
Allen Mooney & Barnes Investment Advisors LLC 0.42% Reduce -0.1% 58,832 $2.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Reduce -0.0% 58,813 $2.5M
Bank of Hawaii 0.13% No change 57,819 $2.4M
Atria Investments, Inc 0.03% Add +105.6% 57,651 $2.4M
Solstein Capital, LLC 1.33% Reduce -10.3% 56,778 $2.4M
Ieq Capital, LLC 0.02% Reduce -11.6% 56,733 $2.4M
NorthCoast Asset Management LLC 0.01% Reduce -0.3% 55,857 $2.3M
Hilltop Holdings Inc. 0.15% Reduce -21.2% 55,558 $2.3M
BSW Wealth Partners 0.34% Add +14.5% 55,526 $2.3M
Robertson Stephens Wealth Management, LLC 0.08% Add +7.1% 55,331 $2.3M
Envestnet Portfolio Solutions, Inc. 0.01% Add +256.4% 55,144 $2.3M
Blue Trust, Inc. 0.03% Add +6.4% 55,033 $2.3M
Waters Parkerson & Co., LLC 0.12% Reduce -6.3% 54,000 $2.3M
Weil Company, Inc. 0.78% Add +2.2% 53,809 $2.3M
Financial Engines Advisors L.L.C. 0.00% Add +17.2% 53,784 $2.2M
Insigneo Advisory Services, LLC 0.23% Reduce -45.4% 53,685 $2.2M
D.A. Davidson & Co. 0.02% Add +3.6% 53,580 $2.2M
Pure Financial Advisors, LLC 0.05% Reduce -3.7% 53,493 $2.2M
Prelude Capital Management, LLC 0.19% Reduce -0.6% 53,358 $2.2M
Gryphon Financial Partners LLC 0.32% Add +56.9% 53,039 $2.2M
NorthCrest Asset Manangement, LLC 0.07% Reduce -4.0% 53,023 $2.2M
Institute for Wealth Management, LLC. 0.28% Reduce -0.6% 52,909 $2.2M
Running Point Capital Advisors, LLC 0.75% No change 52,370 $2.2M
Legacy Trust 0.51% Add +8.3% 52,169 $2.2M
Allen Investment Management, LLC 0.03% Reduce -0.9% 52,101 $2.2M
Harbour Investments, Inc. 0.06% Add +6.4% 51,861 $2.2M
Efficient Advisors, LLC 0.14% Reduce -4.4% 51,684 $2.2M
United Capital Financial Advisors, LLC 0.02% Add +3.0% 51,633 $2.2M
Aspect Partners, LLC 1.24% Add +675.4% 51,471 $2.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% No change 51,273 $2.1M
Park Avenue Securities LLC 0.02% Add +36.2% 51,086 $2.1M
Aveo Capital Partners, LLC 0.23% Reduce -57.5% 50,490 $2.1M
Agf Management Ltd. 0.01% Reduce -1.5% 50,460 $2.1M
Wellington Management Group LLP 0.00% New 50,355 $2.1M
First Interstate Bank 0.13% Add +0.1% 50,231 $2.1M
Vance Wealth, LLC 0.81% Reduce -8.5% 50,145 $2.1M
Steward Partners Investment Advisory, LLC 0.02% Reduce -3.6% 49,516 $2.1M
Lake Street Advisors Group, LLC 0.10% Add +0.4% 49,419 $2.1M
Bremer Bank National Association 0.41% Reduce -0.9% 49,249 $2.1M
Spire Wealth Management 0.06% Reduce -1.1% 49,248 $2.1M
Fort Point Capital Partners LLC 0.23% Add +1.5% 49,116 $2.1M
Sachem Hill LLC 0.43% Reduce -1.9% 49,067 $2.1M
&partners 0.02% Add +27.9% 48,571 $2.0M
Belpointe Asset Management LLC 0.12% Reduce -11.4% 47,048 $2.0M
World Investment Advisors 0.06% Add +140.6% 48,660 $2.0M
Cadence Wealth Management LLC 1.35% Reduce -17.0% 48,660 $2.0M
Factor Wealth Management LTD 0.67% — 48,126 $2.0M
Balanced Wealth Group LLC 0.90% Add +0.7% 46,877 $2.0M
Voya Investment Management LLC 0.00% Add +477.8% 47,633 $2.0M
MassMutual Private Wealth & Trust, FSB 0.06% Reduce -7.0% 47,594 $2.0M
Pathway Financial Advisors LLC 0.46% Add +27.2% 47,520 $2.0M
Nepc LLC 0.05% Add +2.8% 47,357 $2.0M
Valmark Advisers, Inc. 0.03% Add +4.0% 47,013 $2.0M
Innova Wealth Partners 1.24% New 46,915 $2.0M
HFG Advisors, Inc. 1.71% Reduce -2.8% 46,893 $2.0M
Credit Agricole S A 0.01% Add +53.5% 46,128 $1.9M
Financial Counselors Inc. 0.03% Reduce -1.3% 45,895 $1.9M
PACK Private Wealth, LLC 1.12% No change 45,502 $1.9M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.2% 45,156 $1.9M
Poinciana Advisors Group, LLC 1.92% — 45,353 $1.9M
Guidance Capital, Inc. 0.58% Add +2.9% 44,072 $1.9M
Aspiriant, LLC 0.07% Reduce -2.5% 45,230 $1.9M
Parcion Private Wealth LLC 0.14% No change 45,226 $1.9M
Allspring Global Investments Holdings, LLC 0.00% Add +41.2% 45,133 $1.9M
Fulton Bank, N.A. 0.07% Add +8.0% 45,104 $1.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +16.5% 44,669 $1.9M
Foster & Motley Inc. 0.12% Reduce -3.5% 44,670 $1.9M
Select Asset Management & Trust 0.72% No change 44,550 $1.9M
Elevatus Welath Management 0.63% New 44,204 $1.8M
First Financial Bankshares Inc 0.04% Add +0.1% 43,936 $1.8M
First Foundation Advisors 0.07% Reduce -9.1% 43,619 $1.8M
Composition Wealth, LLC 0.04% Add +10.6% 43,564 $1.8M
Fogel Capital Management, Inc. 0.91% Reduce -2.0% 43,448 $1.8M
Sumitomo Mitsui Financial Group, Inc. 0.02% Reduce -0.8% 43,297 $1.8M
Fifth Third Wealth Advisors LLC 0.10% Add +68.1% 43,200 $1.8M
Sava Infond d.o.o. 0.32% — 43,200 $1.8M
Aureus Asset Management, LLC 0.12% Add +17.7% 43,111 $1.8M
Hoxton Planning & Management, LLC 0.69% Reduce -17.3% 42,871 $1.8M
Apollon Wealth Management, LLC 0.04% Add +111.4% 42,496 $1.8M
Clifford Swan Investment Counsel LLC 0.06% No change 42,485 $1.8M
Farmers Trust Co. 0.33% Add +18.5% 42,357 $1.8M
Weiss Asset Management LP 0.05% Reduce -36.0% 42,239 $1.8M
Mandatum Life Insurance Co Ltd 0.52% No change 42,083 $1.8M
Canandaigua National Bank & Trust Co. 0.17% Reduce -5.3% 41,906 $1.8M
U.S. Capital Wealth Advisors, LLC 0.05% Add +16.9% 41,755 $1.7M
Pines Wealth Management, LLC 0.75% — 41,975 $1.7M
Advisory Services Network, LLC 0.03% Add +29.0% 41,022 $1.7M
First Merchants Corp. 0.07% Reduce -0.6% 40,984 $1.7M
Atlas Brown,Inc. 0.59% Reduce -1.1% 40,964 $1.7M
Mather Group, Llc. 0.02% Add +1.1% 40,835 $1.7M
River Wealth Advisors LLC 0.23% Reduce -7.5% 40,770 $1.7M
Rehmann Capital Advisory Group 0.11% Reduce -13.8% 40,684 $1.7M
Cliffwater LLC 0.41% No change 40,400 $1.7M
Viewpoint Capital Management LLC 0.89% Reduce -0.1% 40,296 $1.7M
Federation des caisses Desjardins du Quebec 0.01% Reduce -44.6% 40,272 $1.7M
Connective Portfolio Management, LLC 2.49% New 40,000 $1.7M
Wealth Alliance, LLC 0.20% New 39,809 $1.7M
Connecticut Wealth Management, LLC 0.08% Reduce -17.6% 39,730 $1.7M
Capital Group Private Client Services, Inc. 0.02% Add +1.0% 39,641 $1.7M
Pine Valley Investments Ltd Liability Co 0.11% Add +2.3% 39,410 $1.6M
Curi Capital, LLC 0.04% Add +61.4% 39,255 $1.6M
Crescent Grove Advisors, LLC 0.16% Add +54.5% 39,206 $1.6M
Johnson Investment Counsel Inc. 0.02% Add +0.5% 39,074 $1.6M
F/m Investments LLC 0.06% No change 39,000 $1.6M
Manchester Capital Management LLC 0.19% Add +2.8% 38,867 $1.6M
GoalVest Advisory LLC 0.44% Reduce -1.4% 38,593 $1.6M
Next Capital Management LLC 0.66% Add +25.7% 38,484 $1.6M
SP Asset Management LLC 0.13% Reduce -25.1% 38,261 $1.6M
Farmers & Merchants Investments Inc. 0.05% Reduce -1.6% 38,049 $1.6M
Birch Hill Investment Advisors LLC 0.07% Reduce -0.5% 37,779 $1.6M
Heritage Investors Management Corp. 0.05% Reduce -1.4% 37,659 $1.6M
ERn Financial, LLC 0.24% Reduce -0.4% 37,656 $1.6M
Sunbelt Securities, Inc. 0.14% Reduce -2.7% 37,286 $1.6M
Smith, Moore & Co. 0.14% Reduce -2.2% 37,147 $1.6M
Sincerus Advisory, LLC 1.66% — 37,114 $1.6M
Cwm, LLC 0.01% Reduce -4.7% 37,104 $1.6M
RFG Advisory, LLC 0.04% Add +28.4% 37,003 $1.5M
FF Advisors,LLC 1.06% No change 35,065 $1.5M
Clarus Wealth Advisors 0.76% Add +11.7% 37,452 $1.5M
Lee Danner & Bass Inc. 0.12% Reduce -3.5% 36,360 $1.5M
Thornburg Investment Management Inc. 0.02% Add +361.4% 36,305 $1.5M
RPg Family Wealth Advisory, LLC 0.53% Reduce -1.7% 35,910 $1.5M
Glen Eagle Advisors, LLC 0.25% Add +4.2% 35,886 $1.5M
Jacksonville Wealth Management, LLC 1.40% — 35,839 $1.5M
Forza Wealth Management, LLC 0.68% Add +544.6% 35,775 $1.5M
IFG Advisory, LLC 0.08% Add +3.4% 35,744 $1.5M
Dominguez Wealth Management Solutions, Inc. 1.09% Add +1.7% 35,737 $1.5M
Salus Financial Advisors, LLC 1.15% — 35,169 $1.5M
Peapack Gladstone Financial Corp. 0.02% Add +5.3% 35,081 $1.5M
Atticus Wealth Management, LLC 0.46% Add +1.5% 35,069 $1.5M
Crewe Advisors LLC 0.20% Add +0.5% 34,774 $1.5M
Sequoia Financial Advisors, LLC 0.01% Add +0.3% 34,766 $1.5M
Harbor Advisory Corp. 0.47% Reduce -4.8% 34,564 $1.4M
Canton Hathaway, LLC 0.36% No change 34,485 $1.4M
O'Dell Group, LLC 0.32% Add +4.6% 34,385 $1.4M
Globeflex Capital L P 0.12% No change 34,033 $1.4M
Capital Investment Advisors, LLC 0.03% Reduce -1.8% 34,015 $1.4M
Tiemann Investment Advisors, LLC 0.63% Reduce -15.2% 33,890 $1.4M
Pinnacle Associates Ltd. 0.02% Add +397.7% 33,752 $1.4M
Everstar Asset Management, LLC 1.00% Add +3.5% 33,642 $1.4M
Sentinel Trust Co. Lba 0.16% Reduce -1.2% 33,382 $1.4M
Integrated Investment Consultants, LLC 0.29% Reduce -36.8% 33,346 $1.4M
LBJ Family Wealth Advisors, Ltd. 0.83% Add +0.8% 33,245 $1.4M
BLB&B Advisors, LLC 0.07% No change 33,119 $1.4M
Penobscot Investment Management Company, Inc. 0.13% Reduce -0.8% 32,963 $1.4M
Colorado Capital Management, Inc. 0.67% Reduce -0.1% 32,912 $1.4M
Texas Bank & Trust Co 0.57% — 32,902 $1.4M
Wealthcare Advisory Partners LLC 0.04% Reduce -14.8% 32,668 $1.4M
Northeast Investment Management 0.06% Reduce -2.5% 32,588 $1.4M
Simplicity Wealth,LLC 0.28% Add +36.7% 32,454 $1.4M
Bolthouse Investments, LLC 1.25% — 32,331 $1.4M
Rockland Trust Co. 0.07% Add +0.8% 32,226 $1.3M
JFS Wealth Advisors, LLC 0.09% Reduce -7.7% 31,941 $1.3M
Bartlett & Co. Wealth Management LLC 0.02% No change 31,833 $1.3M
Mycio Wealth Partners, LLC 0.32% Add +1.6% 31,701 $1.3M
Syntax Research, Inc. 0.94% New 31,381 $1.3M
Truepoint, Inc. 0.04% Reduce -0.4% 31,280 $1.3M
Bradley Foster & Sargent Inc. 0.02% Reduce -3.4% 31,262 $1.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -69.0% 31,005 $1.3M
Invictus Private Wealth, LLC 0.10% Reduce -0.5% 30,979 $1.3M
XTX Topco Ltd 0.11% Add +194.5% 30,793 $1.3M
Allworth Financial LP 0.01% Add +4.5% 30,245 $1.3M
Boston Financial Mangement LLC 0.04% Reduce -1.2% 30,614 $1.3M
Unionview, LLC 0.93% Reduce -0.8% 30,258 $1.3M
Vestmark Advisory Solutions, Inc. 0.04% New 30,381 $1.3M
Prosperity Planning, Inc. 0.57% Add +0.1% 30,132 $1.3M
Evoke Wealth, LLC 0.04% Reduce -15.5% 30,080 $1.3M
Level Four Advisory Services, LLC 0.05% Add +4.5% 29,949 $1.3M
Highland Capital Management, LLC 0.07% Reduce -6.3% 29,769 $1.2M
Bar Harbor Wealth Management 0.08% Reduce -2.1% 29,761 $1.2M
Midwest Professional Planners, LTD. 0.37% Add +5.5% 29,727 $1.2M
Lyell Wealth Management, LP 0.11% Reduce -13.7% 29,186 $1.2M
Wolverine Trading, LLC 0.03% Reduce -40.9% 29,064 $1.2M
Ramsay, Stattman, Vela & Price, Inc. 0.23% Reduce -4.6% 29,161 $1.2M
Litman Gregory Wealth Management LLC 0.11% Reduce -13.7% 29,151 $1.2M
Future You Wealth LLC 0.86% — 29,083 $1.2M
Fidelis Capital Partners, LLC 0.12% Add +59.7% 28,545 $1.2M
Red Tortoise LLC 0.62% Add +1.3% 28,484 $1.2M
Pineridge Advisors LLC 0.45% Add +7.1% 28,416 $1.2M
Pinion Investment Advisors, LLC 0.47% Reduce -0.6% 28,350 $1.2M
Kestra Private Wealth Services, LLC 0.02% Add +8.3% 28,203 $1.2M
Affiance Financial, LLC 0.28% No change 28,175 $1.2M
Daymark Wealth Partners, LLC 0.05% Reduce -1.4% 28,159 $1.2M
Cyndeo Wealth Partners, LLC 0.08% Add +8.7% 28,105 $1.2M
Magnus Financial Group LLC 0.11% Reduce -2.2% 28,073 $1.2M
Signature Estate & Investment Advisors LLC 0.03% Reduce -1.8% 28,072 $1.2M
Heritage Trust Co 0.14% — 28,067 $1.2M
Founders Grove Wealth Partners, LLC 0.33% — 27,480 $1.1M
Colony Family Offices, LLC 0.36% Reduce -12.6% 27,432 $1.1M
Fortitude Financial, LLC 0.64% — 27,384 $1.1M
Bulltick Wealth Management, LLC 0.27% Add +33.7% 27,279 $1.1M
Merit Financial Group, LLC 0.02% Add +27.5% 27,202 $1.1M
Lavaca Capital LLC 0.50% No change 27,200 $1.1M
First Bank & Trust 0.22% No change 26,947 $1.1M
HBK Sorce Advisory LLC 0.03% Reduce -1.5% 26,789 $1.1M
GM Advisory Group, LLC 0.06% Add +1.7% 26,471 $1.1M
Argent Trust Co 0.04% Reduce -7.3% 26,405 $1.1M
Obermeyer Wealth Partners 0.06% Add +0.5% 26,370 $1.1M
City National Bank of Florida 1.00% — 26,207 $1.1M
Samalin Investment Counsel, LLC 0.47% Reduce -4.1% 26,189 $1.1M
Y-Intercept (Hong Kong) Ltd 0.07% Reduce -75.6% 25,985 $1.1M
NewEdge Wealth, LLC 0.02% Add +75.8% 25,964 $1.1M
Westshore Wealth, LLC 0.44% Add +3.5% 25,854 $1.1M
Smith Chas P & Associates Pa Cpas 0.06% No change 25,841 $1.1M
Independent Family Office, LLC 0.56% No change 25,754 $1.1M
Morris Financial Concepts, Inc. 0.46% Reduce -2.9% 25,663 $1.1M
Northwest Wealth Management, LLC 0.23% No change 25,644 $1.1M
TD Private Client Wealth LLC 0.03% Reduce -6.3% 25,618 $1.1M
Orion Porfolio Solutions, LLC 0.01% Add +36.3% 25,496 $1.1M
Orion Portfolio Solutions, LLC 0.01% Add +36.3% 25,496 $1.1M
Jump Financial, LLC 0.02% New 25,486 $1.1M
Johnson & White Wealth Management, LLC 0.64% New 25,490 $1.1M
Sageworth Trust Co 0.07% No change 25,330 $1.1M
LaSalle St. Investment Advisors, LLC 0.33% Add +5.0% 25,321 $1.1M
Cullen Capital Management, LLC 0.01% New 25,171 $1.1M
DBK Financial Counsel, LLC 1.06% Reduce -0.1% 25,156 $1.1M
Avidian Wealth Enterprises, LLC 0.05% Add +1.5% 25,081 $1.0M
IFP Advisors, Inc 0.03% Add +7.5% 25,064 $1.0M
Bear Mountain Capital, Inc. 0.41% Add +11.8% 24,510 $1.0M
Schroder Investment Management Group 0.00% Add +38.9% 25,000 $1.0M
Elevation Point Wealth Partners, LLC 0.08% Reduce -1.0% 24,814 $1.0M
Sierra Summit Advisors LLC 0.21% No change 24,750 $1.0M
Stratos Wealth Advisors, LLC 0.05% Add +8.2% 24,690 $1.0M
Signaturefd, LLC 0.02% Reduce -29.5% 24,672 $1.0M
Washington Trust Advisors, Inc. 0.09% Reduce -0.7% 24,647 $1.0M
Parsons Capital Management Inc. 0.06% Add +64.9% 24,518 $1.0M
Endowment Wealth Management, Inc. 0.69% Add +22.1% 24,400 $1.0M
Caz Investments LP 1.46% No change 24,361 $1.0M
Simon Quick Advisors, LLC 0.06% Reduce -10.3% 24,318 $1.0M
Newport Capital Group, LLC 0.75% Reduce -3.4% 24,232 $1.0M
Centiva Capital, LP 0.04% Reduce -29.4% 24,160 $1.0M
Marble Harbor Investment Counsel, LLC 0.11% No change 24,100 $1.0M
Stratos Wealth Partners, LTD. 0.01% Reduce -5.4% 24,084 $1.0M
Evanson Asset Management, LLC 0.07% Reduce -0.7% 23,885 $999K
Glass Jacobson Investment Advisors llc 0.33% Reduce -3.1% 23,742 $993K
Nwam LLC 0.06% Reduce -12.9% 23,614 $988K
Chevy Chase Trust Holdings, LLC 0.00% Add +19.9% 23,477 $982K
Topel & Distasi Wealth Management, LLC 0.41% Reduce -22.0% 23,086 $965K
Matisse Capital 0.49% No change 22,990 $961K
Contravisory Investment Management, Inc. 0.20% Add +0.8% 22,840 $955K
Tortoise Investment Management, LLC 0.10% Reduce -0.4% 22,818 $954K
Ghe, LLC 0.38% No change 22,793 $953K
Leo Wealth, LLC 0.09% Reduce -1.5% 22,761 $952K
Legacy Capital Group California, Inc. 0.29% Add +0.7% 22,713 $950K
Flagship Harbor Advisors, LLC 0.05% Reduce -94.8% 22,609 $946K
CreativeOne Wealth, LLC 0.03% Add +27.7% 22,557 $943K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -2.5% 22,483 $940K
Tocqueville Asset Management L.P. 0.01% Reduce -1.3% 22,466 $940K
XML Financial, LLC 0.09% Reduce -9.9% 22,353 $935K
Conning Inc. 0.03% No change 22,283 $932K
Mission Wealth Management, LP 0.02% Reduce -5.0% 22,279 $932K
Navellier & Associates Inc. 0.11% New 22,127 $925K
Financial Advocates Investment Management 0.05% Add +139.2% 22,090 $924K
Lionsbridge Wealth Management LLC 0.77% Add +7.8% 22,052 $922K
IHT Wealth Management, LLC 0.03% Add +161.7% 22,022 $921K
Cardiff Park Advisors, LLC 0.09% Add +0.8% 21,878 $915K
First Horizon Advisors, Inc. 0.03% Add +2.5% 21,864 $914K
Croban 0.89% — 21,575 $902K
St. Louis Trust Co 0.13% No change 21,520 $900K
Wesbanco Bank Inc. 0.03% Reduce -2.9% 21,413 $895K
Webster Bank, N. A. 0.10% Reduce -0.8% 21,325 $892K
Carret Asset Management, LLC 0.10% Add +4.2% 21,068 $881K
Noesis Capital Mangement Corp. 0.17% Reduce -1.3% 20,938 $876K
Audent Global Asset Management, LLC 0.57% New 20,925 $875K
Fsa Wealth Partners, Inc. 0.21% Add +1.6% 20,920 $875K
Osborne Partners Capital Management, LLC 0.05% Reduce -18.7% 20,910 $874K
Sonata Capital Group Inc. 0.36% Reduce -1.1% 20,856 $872K
Sagespring Wealth Partners, LLC 0.02% — 20,821 $871K
Arrien Investments, Inc. 0.62% Add +0.3% 20,128 $870K
Sovereign Financial Group, Inc. 0.20% Add +4.8% 20,768 $869K
JMG Financial Group, Ltd. 0.03% Add +12.0% 20,523 $858K
Cordgrass Capital Advisors, LLC 0.25% Add +9.0% 20,515 $858K
KMG Fiduciary Partners, LLC 0.07% Reduce -0.6% 20,303 $849K
SBI Securities Co., Ltd. 0.03% — 20,215 $845K
Klingman & Associates, LLC 0.05% Add +6.0% 20,172 $844K
Farther Finance Advisors, LLC 0.03% Add +0.8% 20,167 $843K
Afg Fiduciary Services Limited Partnership 0.60% Reduce -1.7% 20,110 $841K
Roble, Belko & Company, Inc 0.13% No change 20,072 $839K
RBF Capital, LLC 0.04% No change 20,000 $836K
Evercore Wealth Management, LLC 0.01% Reduce -23.4% 19,987 $836K
Hexagon Capital Partners LLC 0.15% Reduce -6.4% 19,975 $835K
Oakworth Capital, Inc. 0.06% Add +3019.8% 19,967 $835K
Park Square Financial Group, LLC 0.58% — 19,915 $833K
Calton & Associates, Inc. 0.37% Add +123.4% 19,847 $830K
Bridgewater Advisors Inc. 0.09% Reduce -2.8% 19,913 $822K
Anchor Capital Advisors LLC 0.02% New 19,487 $815K
HUB Investment Partners, LLC 0.03% Reduce -10.2% 19,368 $810K
Appleton Partners Inc. 0.06% Add +17.1% 19,334 $809K
Global Trust Asset Management, LLC 0.30% Reduce -2.9% 19,179 $802K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +3.5% 18,971 $801K
Crestwood Advisors Group, LLC 0.01% Reduce -18.6% 18,986 $794K
Whalerock Point Partners, LLC 0.19% No change 18,986 $794K
Independent Financial Group, LLC 0.03% Reduce -30.2% 18,956 $793K
Compagnie Lombard Odier SCmA 0.01% Reduce -16.6% 18,762 $785K
Roof Eidam Maycock Peralta, LLC 0.20% No change 18,730 $783K
RiverGlades Family Offices LLC 0.56% No change 18,662 $780K
One Wealth Advisors, LLC 0.12% Add +70.8% 18,639 $779K
Private Wealth Group, LLC 0.38% No change 18,568 $777K
Boothe Investment Group, Inc. 0.34% Add +0.8% 18,491 $773K
Dynamic Advisor Solutions LLC 0.03% Add +0.9% 18,403 $770K
Erste Asset Management GmbH 0.01% Reduce -31.1% 448,618 $769K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -13.7% 18,199 $764K
Certuity, LLC 0.08% Reduce -2.7% 18,095 $757K
Carolinas Wealth Consulting LLC 0.15% Add +4.9% 18,042 $754K
E&G Advisors, LLC 0.20% Add +1.1% 17,948 $751K
BluePointe Capital Management, LLC 0.43% Reduce -7.4% 17,864 $747K
Rossmore Private Capital 0.09% Add +0.1% 17,839 $746K
Perritt Capital Management Inc 0.39% No change 17,819 $745K
Retirement Income Solutions, Inc. 0.15% Add +26.4% 17,780 $744K
Arcus Capital Partners, LLC 0.23% Add +23.0% 17,972 $738K
Principal Securities, Inc. 0.02% Add +9.2% 17,651 $738K
Independent Advisor Alliance 0.01% New 17,608 $736K
CI Investments Inc. 0.00% Add +8650.0% 17,500 $732K
DGS Capital Management, LLC 0.18% Reduce -11.4% 17,416 $728K
Vanguard Group Inc. 0.00% Add +16.7% 17,285 $723K
Evolution Wealth Advisors, LLC 0.12% No change 17,280 $723K
First Manhattan Co. Llc. 0.00% Reduce -0.6% 17,219 $720K
Procyon Advisors, LLC 0.05% Reduce -0.6% 17,170 $718K
Clear Harbor Asset Management, LLC 0.06% Add +21.3% 17,081 $714K
YHB Investment Advisors, Inc. 0.06% Reduce -0.1% 16,989 $710K
Pinnacle Wealth Planning Services, Inc. 0.11% Add +68.2% 16,952 $709K
Edge Financial Advisors LLC 0.63% Add +0.5% 16,927 $708K
Jefferies Financial Group Inc. 0.01% Reduce -40.5% 16,926 $708K
Evelyn Partners Investment Management (Europe) Ltd 0.26% — 16,862 $705K
Bannerman Wealth Management Group, LLC 0.58% — 16,754 $701K
Anb Bank 0.31% — 16,634 $696K
Tyler-Stone Wealth Management 0.12% Add +0.7% 16,580 $693K
BigSur Wealth Management LLC 0.20% No change 16,550 $692K
Patten & Patten Inc. 0.05% Reduce -12.2% 16,532 $691K
NWF Advisory Services Inc. 0.10% Reduce -7.3% 16,485 $689K
Everett Harris & Co. 0.01% Add +0.0% 16,412 $686K
Cedar Wealth Management, LLC 0.25% Reduce -4.2% 16,379 $685K
Strid Group, LLC 0.11% Reduce -3.5% 16,313 $682K
Welch & Forbes LLC 0.01% Reduce -15.2% 16,295 $681K
Aspen Grove Capital, LLC 0.14% Add +52.5% 16,292 $681K
First Citizens Bank & Trust Co. 0.01% Reduce -2.6% 16,276 $681K
Texas Yale Capital Corp. 0.03% No change 16,259 $680K
ShoreHaven Wealth Partners, LLC 0.32% Add +21.8% 16,235 $679K
Joel Isaacson & Co., LLC 0.03% Add +1.1% 16,067 $672K
Arlington Financial Advisors, LLC 0.13% New 16,019 $670K
KM Capital Management Ltd. 0.35% New 15,951 $667K
IPG Investment Advisors LLC 0.15% Add +163.7% 15,830 $662K
Nvwm, LLC 0.17% Add +41.2% 15,817 $661K
National Philanthropic Trust 0.01% Add +0.5% 15,813 $661K
Thrive Wealth Management, LLC 0.12% Add +56.6% 15,804 $661K
Phil A. Younker & Associates, Ltd. 0.66% — 15,696 $656K
Patriot Investment Management Group, Inc. 0.05% Reduce -2.4% 15,650 $654K
Coign Capital Advisors LLC 0.60% — 15,626 $653K
Macquarie Group Ltd. 0.00% Reduce -36.7% 15,619 $653K
Stonebridge Capital Advisors LLC 0.05% No change 15,600 $652K
Chesapeake Wealth Management 0.22% Reduce -0.0% 15,582 $652K
Mayflower Financial Advisors, LLC 0.10% Add +24.7% 15,510 $649K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Add +0.3% 15,508 $649K
Flagstar Securities, Inc. 0.16% Reduce -0.5% 15,502 $648K
Embree Financial Group 0.11% Reduce -29.8% 15,425 $645K
Wealthspire Retirement, LLC 0.05% Add +8.0% 15,314 $640K
Kingswood Wealth Advisors, LLC 0.05% Add +29.4% 15,285 $639K
Clearwater Capital Advisors, LLC 0.06% Reduce -1.1% 15,205 $636K
DAVENPORT & Co LLC 0.00% Reduce -11.9% 15,192 $635K
Franklin, Parlapiano, Turner & Welch, LLC 0.17% No change 15,145 $633K
Ameritas Advisory Services, LLC 0.02% Reduce -3.0% 15,105 $632K
MMBG Investment Advisors Co. 0.07% Reduce -22.0% 15,015 $628K
Generali Asset Management SPA SGR 0.02% — 15,000 $627K
Haverford Trust Co 0.01% No change 14,857 $621K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.15% Add +5.8% 14,745 $617K
American Investment Services, Inc. 0.11% Add +8.2% 14,701 $615K
Friday Financial 0.42% — 14,646 $612K
Bank of New Hampshire 0.16% Reduce -0.4% 14,644 $612K
Cranbrook Wealth Management, LLC 0.14% Reduce -2.0% 14,577 $610K
Investment Management Corp. /Va/ 0.55% — 14,568 $609K
Salem Investment Counselors Inc. 0.02% Reduce -1.4% 14,384 $602K
CM Wealth Advisors LLC 0.20% Reduce -2.4% 14,376 $601K
MFA Wealth Services 0.48% — 14,320 $599K
Gries Financial LLC 0.11% Add +6.3% 14,298 $598K
Bonfire Financial 0.54% — 14,296 $598K
Lakeridge Wealth Management LLC 0.31% Add +3.1% 14,286 $597K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -9.3% 14,193 $594K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -24.8% 14,128 $591K
Easterly Investment Partners LLC 0.05% No change 14,094 $589K
Ti-Trust, Inc. 0.39% Reduce -5.6% 14,088 $589K
Cobblestone Capital Advisors LLC 0.03% Reduce -0.2% 13,975 $584K
GFS Advisors, LLC 0.09% No change 13,900 $581K
Lodestar Private Asset Management LLC 0.07% Add +0.1% 13,883 $581K
Gladstone Institutional Advisory LLC 0.03% Reduce -19.7% 13,856 $579K
Shelton Capital Management 0.01% Add +10.4% 13,768 $576K
WealthShield Partners, LLC 0.08% Reduce -14.2% 13,751 $575K
Acropolis Investment Management, LLC 0.03% Reduce -0.5% 13,735 $574K
Cooper/Haims Advisors, LLC 0.33% Add +13.6% 13,735 $574K
Davidson Trust Co. 0.29% Reduce -0.5% 13,613 $569K
Sharkey, Howes & Javer 0.08% New 13,592 $568K
Round Rock Advisors LLC 0.12% No change 13,537 $566K
Revolve Wealth Partners, LLC 0.08% No change 13,509 $565K
BFI Infinity Ltd. 0.61% — 13,447 $562K
Fonville Wealth Management LLC 0.19% Reduce -0.4% 13,433 $562K
Canopy Partners, LLC 0.21% No change 13,386 $560K
Quintet Private Bank (Europe) S.A. 0.03% Reduce -16.2% 13,363 $559K
Moneda S.A. Administradora General de Fondos 0.58% Add +5.9% 13,307 $556K
Resonant Capital Advisors, LLC 0.04% Reduce -0.7% 13,291 $556K
Cascade Financial Partners, LLC 0.07% No change 13,268 $555K
Debussy Capital Management LP 0.08% Add +6.1% 13,081 $552K
Mgo One Seven LLC 0.02% Reduce -0.2% 13,159 $550K
Fortis Group Advisors, LLC 0.10% Add +39763.6% 13,155 $550K
Taylor & Morgan Wealth Management, LLC 0.39% Reduce -3.2% 13,102 $548K
Crabel Capital Management, LLC 1.76% Add +64.0% 12,985 $543K
PFG Advisors 0.03% Reduce -2.0% 12,977 $543K
Trust Co. of Vermont 0.03% Add +6.2% 12,960 $542K
Harbor Investment Advisory, LLC 0.05% Add +59.6% 12,857 $538K
Ascension Capital Advisors, Inc. 0.23% No change 12,685 $530K
Canandaigua National Trust Co of Florida 0.41% Add +17.6% 12,644 $529K
Savvy Advisors, Inc. 0.06% Add +1.2% 12,642 $529K
North Star Investment Management Corp. 0.04% Reduce -4.4% 12,600 $527K
Brand Asset Management Group, Inc. 0.21% Reduce -36.5% 12,534 $524K
Pinnacle Bancorp, Inc. 0.17% Add +0.8% 12,518 $524K
Tran Capital Management, L.P. 0.06% No change 12,475 $522K
1492 Capital Management LLC 0.25% Add +13.3% 12,334 $516K
Zions Bancorporation, N.A. 0.03% No change 12,300 $514K
Old National Bancorp 0.01% Reduce -13.0% 12,279 $514K
Jones Financial Companies LLLP 0.00% Add +70.3% 12,265 $513K
Narwhal Capital Management 0.05% No change 12,250 $512K
Clarkston Capital Partners, LLC 0.01% No change 12,250 $512K
Orrstown Financial Services Inc. 0.14% Reduce -7.3% 12,215 $511K
Aerodigm Wealth, LLC 0.30% Add +2.2% 12,117 $507K
Nixon Peabody Trust Co. 0.04% Reduce -13.2% 12,085 $505K
Waddell & Associates, LLC 0.05% Reduce -6.7% 12,080 $505K
Tower Research Capital LLC (TRC) 0.01% Add +1105.4% 12,054 $504K
Foundations Investment Advisors, LLC 0.01% Reduce -1.1% 12,052 $504K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.2% 12,016 $503K
Foster Group, Inc. 0.02% No change 12,000 $502K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -2.5% 11,937 $499K
Parkside Financial Bank & Trust 0.07% Reduce -32.2% 11,901 $498K
Donor Advised Charitable Giving, Inc. 0.01% Add +7.7% 11,887 $497K
Ancora Advisors LLC 0.01% Reduce -0.3% 11,706 $490K
Element Wealth, LLC 0.26% Add +14.4% 11,699 $489K
Annandale Capital, LLC 0.10% Reduce -9.0% 11,702 $489K
Titleist Asset Management, LLC 0.06% Add +153.3% 11,652 $487K
Dohj, LLC 0.11% Add +16.8% 11,641 $487K
Burney Co./ 0.02% Reduce -6.5% 11,612 $486K
Summit Securities Group LLC 0.18% New 11,600 $485K
Rebalance, LLC 0.04% No change 11,542 $483K
W Advisors, LLC 0.30% Reduce -0.2% 11,427 $478K
AlTi Global, Inc. 0.01% Add +26.2% 11,372 $477K
Adell Harriman & Carpenter Inc. 0.03% Reduce -0.6% 11,392 $476K
Noble Wealth Management PBC 0.33% — 11,352 $475K
Boltwood Capital Management 0.14% No change 11,338 $474K
Chapin Davis, Inc. 0.15% No change 10,315 $473K
Sterling Investment Advisors, Ltd. 0.11% No change 11,295 $472K
Diversified Trust Co. 0.01% Reduce -11.0% 11,286 $472K
Horan Securities, Inc. 0.18% Reduce -0.0% 11,283 $472K
PFG Investments, LLC 0.03% Reduce -4.0% 11,232 $470K
Conservest Capital Advisors, Inc. 0.05% Add +9.0% 11,150 $466K
Wade Financial Advisory, Inc 0.16% No change 11,086 $464K
Westmount Partners, LLC 0.14% Add +24.7% 10,967 $459K
Kagan Cocozza Asset Management 0.37% — 10,785 $451K
Strategic Blueprint, LLC 0.03% Add +123.3% 10,776 $451K
JDM Financial Group LLC 0.23% No change 10,749 $450K
Coastwise Capital Group, LLC 0.36% Reduce -1.3% 10,705 $448K
Diversified Portfolios, Inc. 0.05% Add +0.2% 10,623 $444K
Elevation Wealth Partners, LLC 0.19% Reduce -3.9% 10,612 $444K
James Investment Research, Inc. 0.05% No change 10,604 $443K
Chesley Taft & Associates LLC 0.02% No change 10,519 $440K
SOA Wealth Advisors, LLC. 0.08% Add +4.1% 10,493 $439K
Sunflower Bank, N.A. 0.12% Reduce -9.2% 10,417 $436K
Rockingstone Advisors LLC 0.19% Add +134.8% 10,415 $436K
LJI Wealth Management, LLC 0.09% Reduce -4.3% 10,320 $432K
KFA Private Wealth Group, LLC 0.18% New 10,295 $431K
Toth Financial Advisory Corp. 0.05% Reduce -14.6% 10,277 $430K
Hudson Portfolio Management LLC 0.42% Add +125.8% 10,260 $429K
Powell Investment Advisors, LLC 0.20% Add +1.3% 10,135 $424K
Elyxium Wealth, LLC 0.26% Add +6.8% 10,128 $424K
Belvedere Trading LLC 0.03% Reduce -6.9% 10,118 $423K
Missouri Trust & Investment Co 0.15% Reduce -0.2% 10,108 $423K
Searle & Co. 0.12% No change 10,086 $422K
CogentBlue Wealth Advisors, LLC 0.37% — 10,066 $421K
Systematic Alpha Investments, LLC 0.02% No change 10,018 $419K
K.J. Harrison & Partners Inc 0.07% No change 10,000 $418K
Johnson Financial Group, Inc. 0.02% Add +59.0% 9,750 $417K
Alexander Randolph Advisory, Inc. 0.39% Add +35.1% 9,951 $416K
Morton Capital Management LLC 0.08% Reduce -8.6% 9,941 $416K
Stordahl Capital Management, Inc. 0.10% Reduce -0.3% 9,908 $414K
Wells Trecaso Financial Group, LLC 0.14% No change 9,885 $413K
TrinityBridge Ltd 0.01% No change 9,780 $409K
NorthRock Partners, LLC 0.01% Add +0.1% 9,658 $404K
TD Waterhouse Canada Inc. 0.00% Reduce -21.7% 9,653 $404K
Cornerstone Wealth Group, LLC 0.03% Reduce -9.0% 9,648 $403K
Harbor Group, Inc. 0.09% Reduce -6.0% 9,631 $403K
Madden Advisory Services, Inc. 0.19% Add +16.9% 9,584 $401K
Private Wealth Advisors, LLC 0.17% Reduce -6.9% 9,584 $401K
Keeley-Teton Advisors, LLC 0.05% No change 9,576 $400K
Cercano Management LLC 0.01% No change 9,500 $397K
Rainier Family Wealth Inc. 0.48% — 9,495 $397K
Hills Bank & Trust Co 0.03% No change 9,488 $397K
Aptus Capital Advisors, LLC 0.00% Add +39.1% 9,474 $396K
Adero Partners, LLC 0.03% No change 9,449 $395K
Affinity Capital Advisors, LLC 0.07% New 9,394 $395K
Aua Capital Management, LLC 0.25% No change 9,321 $390K
First Hawaiian Bank 0.01% No change 9,295 $389K
Saxon Interests, Inc. 0.17% Reduce -3.3% 9,294 $389K
Intellectus Partners, LLC 0.09% Add +27.7% 9,292 $389K
Winthrop Capital Management, LLC 0.10% New 9,216 $387K
GTS Securities LLC 0.02% Reduce -90.1% 9,211 $385K
Rik Saylor Financial, Inc. 0.36% — 9,192 $384K
Intrua Financial, LLC 0.06% Reduce -8.0% 9,185 $384K
Security Financial Services, INC. 0.08% Reduce -8.3% 9,183 $384K
Silvercrest Asset Management Group LLC 0.00% Reduce -39.6% 9,141 $382K
Coastline Trust Co 0.04% No change 9,137 $382K
Sightline Wealth Advisors, LLC 0.21% Reduce -2.1% 9,103 $381K
Accretive Wealth Partners, LLC 0.16% No change 9,102 $381K
Sax Wealth Advisors, LLC 0.03% Add +3.1% 9,080 $380K
Larson Financial Group LLC 0.02% Add +40.7% 9,036 $378K
Mutual Advisors, LLC 0.01% Reduce -10.3% 9,030 $377K
Eagle Rock Investment Company, LLC 0.06% Reduce -2.1% 8,997 $376K
Private Trust Co. NA 0.04% Reduce -34.2% 8,981 $376K
Seven Mile Advisory 0.24% No change 8,939 $374K
Catalyst Financial Partners LLC 0.07% Add +2.5% 8,881 $371K
Citadel Advisors 0.00% Reduce -23.7% 8,875 $371K
Federated Hermes, Inc. 0.00% No change 8,777 $367K
Wernau Asset Management Inc. 0.35% — 8,719 $365K
Gilliland Jeter Wealth Management LLC 0.12% Add +2.7% 8,702 $364K
Collective Family Office LLC 0.10% No change 8,669 $363K
Summit Financial, LLC 0.01% Add +1.8% 8,644 $362K
FourThought Financial Partners, LLC 0.04% Reduce -1.2% 8,612 $360K
Vawter Financial, Ltd. 0.22% No change 8,604 $360K
Trust Co. of Oklahoma 0.11% No change 8,600 $360K
Act Wealth Management, LLC 0.17% Add +5.8% 8,562 $358K
New Hampshire Trust 0.08% Add +35.4% 8,526 $357K
Summit Financial Strategies, Inc. 0.04% No change 8,516 $356K
Moss Adams Wealth Advisors LLC 0.04% No change 8,512 $356K
Lane & Associates LLC 0.18% Add +4.7% 8,325 $356K
HM Payson & Co. 0.01% Reduce -3.9% 8,483 $355K
Key Financial Inc 0.08% No change 8,470 $354K
180 Wealth Advisors, LLC 0.06% Add +0.1% 8,444 $353K
Bedel Financial Consulting, Inc. 0.05% No change 8,153 $351K
Empower Advisory Group, LLC 0.00% Add +6.1% 8,389 $351K
Courage Miller Partners, LLC 0.12% Reduce -0.1% 8,369 $350K
JARISLOWSKY, FRASER Ltd 0.00% No change 8,341 $349K
Monetary Management Group Inc. 0.09% No change 8,340 $349K
Resolute Advisors LLC 0.07% Reduce -57.7% 8,328 $348K
Ironwood Financial, llc 0.07% Add +6.4% 8,325 $348K
Sigma Investment Counselors Inc. 0.02% Reduce -7.5% 8,311 $348K
Prime Capital Investment Advisors, LLC 0.01% Reduce -40.8% 8,260 $345K
Cary Street Partners Financial LLC 0.01% — 8,228 $344K
White Pine Capital LLC 0.12% Reduce -2.6% 8,205 $343K
Proffitt & Goodson Inc. 0.06% Reduce -19.0% 8,197 $343K
Maryland Capital Advisors Inc. 0.16% No change 8,194 $343K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -1.6% 8,190 $343K
Indiana Trust & Investment Management Co 0.12% No change 8,185 $342K
Windsor Capital Management, LLC 0.10% Reduce -8.8% 8,003 $335K
Arkadios Wealth Advisors 0.02% Add +23.0% 8,004 $335K
LMG Wealth Partners, LLC 0.07% No change 7,996 $334K
Gallacher Capital Management LLC 0.17% Add +53.2% 7,994 $334K
CFS Investment Advisory Services, LLC 0.03% New 7,956 $333K
O'ROURKE & COMPANY, Inc 0.16% Add +2.3% 7,956 $333K
Schneider Downs Wealth Management Advisors, LP 0.06% Reduce -5.1% 7,924 $331K
TAGStone Capital, Inc. 0.16% Add +1.7% 7,894 $330K
Assetmark, Inc. 0.00% Add +5.8% 7,889 $330K
First National Bank Sioux Falls 0.14% Reduce -54.5% 7,839 $328K
Gibson Capital, LLC 0.07% No change 7,820 $327K
Perennial Investment Advisors, LLC 0.04% Reduce -16.4% 7,814 $327K
Common Fund for Nonprofit Organizations 0.04% Reduce -37.5% 7,800 $326K
Waterway Wealth Management, LLC 0.14% Add +14.5% 7,782 $325K
Atlantic Edge Private Wealth Management, LLC 0.10% Add +2.9% 7,735 $323K
Unique Wealth, LLC 0.07% New 7,734 $323K
Hoey Investments, Inc. 0.06% Reduce -41.0% 7,732 $323K
Hurley Capital, LLC 0.26% — 7,669 $323K
Hardin Capital Partners, LLC 0.19% Add +0.3% 7,723 $323K
Brown Brothers Harriman & Co. 0.00% Reduce -23.1% 7,688 $322K
Macroview Investment Management LLC 0.33% Reduce -16.5% 7,671 $321K
Luts & Greenleigh Group, Inc. 0.32% Reduce -3.5% 7,645 $320K
WMS Partners, LLC 0.02% Add +71.1% 7,592 $317K
First National Bank of Omaha 0.02% No change 7,570 $317K
Empirical Asset Management, LLC 0.10% No change 7,542 $315K
Sigma Planning Corp 0.01% Add +0.1% 7,541 $315K
Boothbay Fund Management, LLC 0.01% No change 7,500 $314K
Optimum Investment Advisors 0.14% Add +2.4% 7,495 $313K
Snowden Capital Advisors LLC 0.01% Add +3.3% 7,485 $313K
Discovery Capital Management, LLC / CT 0.02% New 7,462 $312K
Avior Wealth Management, LLC 0.01% Add +10.1% 7,458 $312K
Well Done, LLC 0.06% No change 6,792 $311K
Diametric Capital, LP 0.21% Reduce -27.7% 7,405 $310K
Triangle Securities Wealth Management 0.08% Reduce -3.4% 7,392 $309K
Murphy, Middleton, Hinkle & Parker, Inc. 0.17% No change 7,379 $309K
American Trust 0.02% New 7,370 $308K
Frederick Financial Consultants, LLC 0.25% — 7,361 $308K
Idaho Trust Co 0.15% Add +31.9% 7,346 $307K
SOL Capital Management CO 0.03% Reduce -12.0% 7,330 $307K
Betterment LLC 0.00% Add +25.3% 7,331 $307K
Matrix Private Capital Group LLC 0.17% No change 7,324 $306K
Chemistry Wealth Management LLC 0.07% Reduce -14.0% 7,279 $304K
Trivium Point Advisory, LLC 0.04% New 7,279 $304K
Argyle Capital Partners, LLC 0.26% — 7,242 $303K
EverSource Wealth Advisors, LLC 0.02% Reduce -20.4% 7,241 $303K
True North Advisors, LLC 0.07% New 7,228 $302K
Wealth Forward, LLC 0.21% Reduce -42.5% 7,214 $302K
Shared Vision Wealth Group LLC 0.16% Add +3.7% 7,165 $300K
Tsfg, LLC 0.06% Add +0.4% 7,131 $298K
Ami Investment Management Inc. 0.10% Reduce -9.0% 7,116 $298K
Capital Advisors, Ltd. LLC 0.04% No change 7,069 $296K
Flputnam Investment Management Co. 0.01% Reduce -11.8% 7,065 $295K
Caprock Group, LLC 0.01% New 7,032 $294K
SlateStone Wealth, LLC 0.03% Reduce -80.5% 7,041 $294K
Great Valley Advisor Group, Inc. 0.01% Add +3.7% 7,002 $293K
Kingsview Wealth Management, LLC 0.01% Reduce -30.8% 6,984 $292K
Cornerstone Wealth Advisors, Inc. 0.08% No change 6,982 $292K
Jeppson Wealth Management, LLC 0.11% No change 6,945 $290K
Cape Cod Five Cents Savings Bank 0.03% No change 6,330 $290K
Prosperity Consulting Group, LLC 0.02% Add +52.2% 6,848 $286K
Fairway Wealth LLC 0.13% No change 6,841 $286K
Palumbo Wealth Management LLC 0.11% Reduce -23.9% 6,810 $285K
Stephenson & Company, Inc. 0.19% Reduce -0.7% 6,794 $284K
Forum Private Client Group LLC 0.13% New 6,787 $284K
Oarsman Capital, Inc. 0.05% Reduce -0.7% 6,782 $284K
JTC Employer Solutions Trustee Ltd 0.02% No change 6,718 $282K
Novak & Powell Financial Services, Inc. 0.17% Add +3.1% 6,703 $282K
Archford Capital Strategies, LLC 0.04% No change 6,654 $278K
Park Edge Advisors, LLC 0.08% New 6,639 $278K
GW&K Investment Management, LLC 0.00% No change 6,598 $276K
CGC Financial Services, LLC 0.11% No change 6,582 $275K
Brookstone Capital Management 0.00% Reduce -73.0% 6,579 $275K
1900 Wealth Management LLC 0.02% No change 6,576 $275K
Peterson Wealth Advisors, LLC 0.05% Add +1.7% 6,490 $274K
International Assets Investment Management, LLC 0.02% Reduce -5.0% 6,487 $271K
Sunpointe, LLC 0.14% Add +3.5% 6,461 $270K
Frisch Financial Group, Inc. 0.08% Reduce -13.0% 6,397 $268K
Beacon Bank & Trust 0.06% Reduce -3.3% 6,396 $267K
Retirement Planning Co of New England, Inc. 0.13% Add +1.3% 6,340 $265K
Clark Asset Management, LLC 0.05% Add +11.3% 6,298 $263K
Sage Rhino Capital LLC 0.06% No change 6,288 $263K
Parthenon LLC 0.03% Add +8.7% 6,276 $262K
Live Oak Private Wealth LLC 0.04% No change 6,258 $262K
WASHINGTON TRUST Co 0.01% No change 6,249 $261K
Dearborn Partners LLC 0.01% Reduce -12.6% 6,233 $261K
Wealth Dimensions Group, Ltd. 0.06% No change 6,223 $260K
Sage Mountain Advisors LLC 0.02% Reduce -46.3% 6,202 $259K
Vermillion Wealth Management, Inc. 0.13% — 6,183 $259K
Pennington Partners & Co., LLC 0.13% — 6,177 $258K
Sage Financial Management Group, Inc. 0.10% Reduce -3.6% 6,162 $258K
Redhawk Wealth Advisors, Inc. 0.03% Add +0.2% 6,163 $258K
Courier Capital LLC 0.02% Add +0.0% 6,152 $257K
PBMares Wealth Management LLC 0.05% No change 6,077 $254K
First Bancorp, Inc 0.17% No change 6,034 $252K
Sage Capital Advisors,llc 0.07% Add +0.4% 6,018 $252K
Rothschild Investment LLC 0.02% Reduce -6.9% 6,009 $251K
LM Advisors LLC 0.05% No change 6,010 $251K
Douglass Winthrop Advisors, LLC 0.00% No change 6,000 $251K
Tidal Investments LLC 0.00% New 6,000 $251K
Angeles Wealth Management, LLC 0.02% No change 5,992 $251K
Sandy Spring Bank 0.01% No change 5,987 $250K
Toronto Dominion Bank 0.00% Add +21.5% 5,973 $249K
Physician Wealth Advisors, Inc. 0.04% Add +0.2% 5,946 $249K
Stillwater Capital Advisors, LLC 0.03% Reduce -9.0% 5,935 $248K
Evernest Financial Advisors, LLC 0.06% No change 5,923 $248K
GHP Investment Advisors, Inc. 0.01% Add +0.2% 5,904 $247K
Breed's Hill Capital LLC 0.13% New 5,890 $246K
Peak Asset Management, LLC 0.05% No change 5,865 $245K
17 Capital Partners, LLC 0.15% Add +21.6% 5,828 $244K
CVA Family Office, LLC 0.04% No change 5,813 $243K
Bordeaux Wealth Advisors LLC 0.04% Reduce -33.3% 5,799 $243K
Tradition Wealth Management, LLC 0.02% No change 5,791 $242K
LCNB Corp. 0.09% Reduce -1.7% 5,732 $240K
Griffin Asset Management, Inc. 0.03% Add +5.1% 5,726 $239K
Eldridge Investment Advisors, Inc. 0.06% Reduce -22.0% 5,713 $239K
Victory Financial Group, LLC 0.06% — 5,708 $239K
United Asset Strategies, Inc. 0.02% Add +12.5% 5,650 $236K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -31.6% 5,649 $236K
Fullcircle Wealth LLC 0.10% New 5,328 $235K
Lowe Brockenbrough & Co. Inc. 0.01% No change 5,609 $235K
Canal Capital Management, LLC 0.04% Add +1.7% 5,587 $234K
Transcend Capital Advisors, LLC 0.02% Add +1.1% 5,566 $233K
HCR Wealth Advisors 0.03% Reduce -6.4% 5,548 $232K
Concourse Financial Group Securities, Inc. 0.01% Reduce -2.6% 5,448 $232K
Noble Family Wealth, LLC 0.06% No change 5,500 $231K
High Falls Advisors, Inc 0.05% New 5,508 $230K
Integrated Advisors Network LLC 0.01% New 5,502 $230K
Ascent Group, LLC 0.02% New 5,498 $230K
Kanawha Capital Management LLC 0.02% Reduce -1.5% 5,489 $230K
Nicolet Advisory Services, LLC 0.02% New 5,579 $229K
One Capital Management, LLC 0.01% No change 5,468 $229K
Wilson & Boucher Capital Management, LLC 0.16% Reduce -10.0% 5,420 $227K
Valtinson Bruner Financial Planning LLC 0.08% Reduce -4.0% 5,409 $226K
Focus Financial Network, Inc. 0.01% Reduce -12.8% 5,391 $225K
Wedbush Securities Inc. 0.01% Reduce -5.8% 5,380 $225K
Kraematon Investment Advisors, Inc. 0.22% Add +1.4% 5,366 $224K
Partners in Financial Planning 0.05% No change 5,345 $224K
Walkner Condon Financial Advisors LLC 0.05% No change 5,335 $223K
Aprio Wealth Management, LLC 0.03% New 5,323 $223K
BlackDiamond Wealth Management, LLC 0.13% Add +6.2% 5,311 $222K
Koshinski Asset Management, Inc. 0.02% No change 5,279 $221K
North Berkeley Wealth Management, LLC 0.22% — 5,251 $220K
Van Hulzen Asset Management, LLC 0.02% Reduce -14.7% 5,238 $219K
Concord Wealth Partners 0.04% Reduce -5.6% 5,201 $218K
Thomasville National Bank 0.02% Reduce -37.5% 5,201 $218K
Acorn Financial Advisory Services Inc. 0.04% Reduce -11.4% 5,196 $217K
FDx Advisors, Inc. 0.06% Reduce -3.5% 5,191 $217K
Alpha Omega Wealth Management LLC 0.04% Add +1.5% 5,184 $217K
Northwest Capital Management Inc 0.09% Add +12.1% 5,138 $215K
Charles Schwab Trust Co 0.02% No change 5,127 $214K
UMB Bank, n.a. 0.00% No change 5,121 $214K
IFG Advisors, LLC 0.04% Add +4.0% 5,116 $214K
1834 Investment Advisors Co. 0.03% No change 5,100 $213K
Moors & Cabot, Inc. 0.01% Add +4.5% 5,097 $213K
Transcendent Capital Group LLC 0.11% Reduce -1.3% 5,093 $213K
Aegis Wealth Management LLC 0.14% — 5,093 $213K
Atwood & Palmer Inc. 0.01% No change 5,090 $213K
Private Wealth Management Group, LLC 0.08% No change 5,062 $212K
PKS Advisory Services, LLC 0.05% — 5,048 $211K
AdvisorNet Financial, Inc 0.02% Reduce -8.4% 5,044 $211K
Note Advisors, LLC 0.19% — 5,003 $209K
Main Management LLC 0.02% No change 5,000 $209K
Centaurus Financial, Inc. 0.01% Add +8.0% 5,004 $209K
Harbor Capital Advisors, Inc. 0.01% Add +0.4% 4,998 $209K
Truefg, LLC 0.07% Add +7.1% 4,987 $209K
Global Strategic Investment Solutions, LLC 0.02% Add +1.7% 4,972 $208K
Old Second National Bank of Aurora 0.05% No change 4,969 $208K
Waterford Advisors, LLC 0.11% No change 4,967 $208K
Ascentis Independent Advisors 0.04% Add +0.6% 4,967 $208K
Gill Capital Partners, LLC 0.07% No change 4,954 $207K
DSG Capital Advisors, LLC 0.04% — 4,947 $207K
Union Savings Bank 0.10% No change 4,942 $207K
Smith & Howard Wealth Management, LLC 0.06% Add +8.8% 4,938 $207K
Keebeck Wealth Management 0.03% New 4,936 $206K
Eastern Bank 0.00% Add +12.5% 4,916 $206K
Smith Thornton Advisors LLC 0.13% No change 4,909 $205K
QRG Capital Management, Inc. 0.00% New 4,899 $205K
Marion Wealth Management 0.05% No change 4,877 $204K
Harbour Capital Advisors, LLC 0.05% No change 4,834 $204K
Bleakley Financial Group, LLC 0.01% New 4,872 $204K
1832 Asset Management L.P. 0.00% No change 4,860 $203K
Investment Advisory Group, LLC 0.07% Reduce -13.0% 4,858 $203K
Strategic Investment Advisors / MI 0.02% Add +0.0% 4,851 $203K
Tranquilli Financial Advisor LLC 0.13% New 4,820 $202K
Corundum Trust Company, INC 0.60% No change 4,810 $201K
Greenwich Wealth Management LLC 0.01% Reduce -1.0% 4,800 $201K
Resources Management Corp. /CT/ 0.03% No change 4,726 $198K
Sachetta, LLC 0.08% Add +0.1% 4,603 $192K
Twele Capital Management, Inc. 0.04% Add +1.1% 4,550 $190K
Minot DeBlois Advisors LLC 0.17% — 4,480 $187K
Jackson Hole Capital Partners, LLC 0.04% No change 4,392 $184K
Optiver Holding B.V. 0.01% New 4,291 $179K
Cordant, Inc. 0.09% No change 4,199 $176K
Oxford Financial Group, LTD. LLC 0.01% No change 4,130 $173K
Quadrant Capital Group LLC 0.01% Add +12.3% 4,079 $171K
Friedenthal Financial 0.10% Add +0.0% 3,997 $167K
O'shaughnessy Asset Management, LLC 0.00% Add +61.7% 3,940 $165K
New Republic Capital, LLC 0.11% Reduce -11.9% 3,925 $164K
Clearstead Trust, LLC 0.03% Reduce -14.9% 3,830 $160K
Generali Investments CEE, investicni spolecnost, a.s. 0.02% — 3,740 $156K
MCF Advisors LLC 0.01% No change 3,740 $156K
Breakwater Investment Management 0.06% No change 3,601 $151K
Evelyn Partners Investment Management LLP 0.00% — 3,550 $148K
Ritter Daniher Financial Advisory LLC / DE 0.04% No change 3,470 $145K
Murphy & Mullick Capital Management Corp 0.13% — 3,434 $144K
Centricity Wealth Management, LLC 0.13% — 3,386 $142K
Private Capital Management LLC 0.03% Add +0.3% 3,287 $137K
Retirement Wealth Solutions LLC 0.12% — 3,323 $137K
Cassady Schiller Wealth Management, LLC 0.05% No change 3,264 $137K
Field & Main Bank 0.05% New 3,195 $134K
Garde Capital, Inc. 0.01% No change 3,104 $130K
First United Bank & Trust 0.05% Reduce -1.8% 3,080 $129K
Banque Transatlantique SA 0.00% — 3,078 $129K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 2,950 $123K
PrairieView Partners, LLC 0.01% No change 2,830 $118K
Thompson Investment Management, Inc. 0.02% No change 2,820 $118K
Robinswood Financial LLC 0.04% Add +0.1% 2,802 $117K
Ameriflex Group, Inc. 0.05% — 2,704 $116K
Bristlecone Advisors, LLC 0.01% Add +92.4% 2,720 $114K
1620 Investment Advisors, Inc. 0.09% No change 2,720 $114K
Hazlett, Burt & Watson, Inc. 0.05% Add +12.5% 2,712 $113K
Cherry Tree Wealth Management, LLC 0.03% No change 2,689 $112K
CoreCap Advisors, LLC 0.01% Add +4.8% 2,679 $112K
Lowe Wealth Advisors, LLC 0.05% Add +4.0% 2,663 $111K
Topsail Wealth Management, LLC 0.02% — 2,652 $111K
Hilltop National Bank 0.03% No change 2,640 $110K
FSA Wealth Management LLC 0.04% Add +1.8% 2,634 $110K
Mascoma Wealth Management LLC 0.03% No change 2,623 $110K
EPG Wealth Management LLC 0.03% Add +0.5% 2,619 $110K
Joseph Group Capital Management 0.04% Add +25.5% 2,595 $109K
Chilton Capital Management LLC 0.00% No change 2,435 $102K
FAS Wealth Partners, Inc. 0.01% Reduce -16.0% 2,425 $101K
Pin Oak Investment Advisors Inc. 0.09% No change 2,191 $100K
West Financial Advisors, LLC 0.02% Add +67.1% 2,370 $99K
AlphaMark Advisors, LLC 0.04% No change 2,348 $98K
City State Bank 0.03% No change 2,330 $97K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 2,303 $96K
Ameliora Wealth Management Ltd. 0.04% No change 2,256 $94K
Coston, McIsaac & Partners 0.03% No change 2,257 $94K
Venturi Wealth Management, LLC 0.00% Add +13.9% 2,229 $93K
Redwood Park Advisors LLC 0.08% — 2,133 $89K
ORG Partners LLC 0.01% Reduce -2.5% 2,104 $88K
Cape Investment Advisory, Inc. 0.03% Reduce -15.0% 2,099 $88K
Stonebridge Financial Group, LLC 0.01% — 2,086 $87K
Asset Dedication, LLC 0.01% Reduce -28.0% 2,076 $87K
Measured Risk Portfolios, Inc. 0.09% — 1,933 $81K
Caldwell Trust Co 0.01% No change 1,910 $80K
Bellwether Advisors, LLC 0.01% New 1,908 $80K
Bangor Savings Bank 0.01% No change 1,868 $78K
WealthCollab, LLC 0.05% Reduce -15.9% 1,840 $77K
CENTRAL TRUST Co 0.00% No change 1,749 $73K
Householder Group Estate & Retirement Specialist, LLC 0.05% Reduce -9.6% 1,761 $73K
2UniFi Bank 0.05% — 1,717 $72K
LRI Investments, LLC 0.01% Reduce -20.9% 1,638 $69K
Rosenberg Matthew Hamilton 0.02% Reduce -3.1% 1,608 $67K
JNBA Financial Advisors 0.01% Reduce -1.1% 1,576 $66K
GAMMA Investing LLC 0.01% No change 1,532 $64K
Bfsg, LLC 0.01% No change 1,516 $63K
Capital Investment Advisory Services, LLC 0.01% Add +11.3% 1,506 $63K
Blume Capital Management, Inc. 0.01% No change 1,500 $63K
Twin Tree Management, LP 0.00% Reduce -99.9% 1,496 $63K
Kiely Wealth Advisory Group, Inc. 0.04% No change 1,430 $63K
Rialto Wealth Management, LLC 0.02% — 1,364 $57K
Founders Financial Alliance, LLC 0.02% Add +1.8% 1,325 $55K
Armor Investment Advisors, LLC 0.02% No change 1,300 $54K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -11.6% 1,293 $54K
Caldwell Sutter Capital, Inc. 0.03% Add +0.4% 1,286 $54K
WR Wealth Planners, LLC 0.02% No change 1,278 $53K
Tidemark, LLC 0.02% No change 1,259 $53K
Lindbrook Capital, LLC 0.00% No change 1,255 $52K
CarsonAllaria Wealth Management, Ltd. 0.03% Add +40.0% 1,221 $51K
Runnymede Capital Advisors, Inc. 0.04% — 1,217 $51K
National Bank of Canada 0.00% Reduce -99.9% 1,191 $50K
Ransom Advisory, Ltd 0.02% Add +23.7% 1,175 $49K
Evermay Wealth Management LLC 0.01% No change 1,169 $49K
Ethos Financial Group, LLC 0.01% New 1,169 $49K
Raffa Wealth Management, LLC 0.01% Add +1.7% 1,146 $48K
Trivant Custom Portfolio Group, LLC 0.03% Add +4.7% 1,142 $48K
Centennial Bank 0.02% No change 1,096 $46K
Bray Capital Advisors 0.01% No change 1,080 $45K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,050 $44K
BOK Financial Private Wealth, Inc. 0.00% No change 1,053 $44K
Kohmann Bosshard Financial Services, LLC 0.01% New 989 $41K
Steph & Co. 0.01% Reduce -27.5% 988 $41K
Capital Analysts, LLC 0.00% Add +22.3% 988 $41K
Covenant Partners, LLC 0.01% Add +20.3% 979 $41K
Pinnacle Financial Partners Inc 0.00% No change 891 $41K
Ameritas Investment Partners, Inc. 0.00% No change 960 $40K
Sound Income Strategies, LLC 0.00% Add +1.7% 952 $40K
Atmos Advisory, LLC 0.03% New 949 $40K
Phillips Financial Management, LLC 0.00% No change 910 $38K
Turim 21 Investimentos Ltda. 0.01% No change 890 $38K
First PREMIER Bank 0.01% Reduce -30.8% 900 $38K
Creative Capital Management Investments LLC 0.02% New 900 $38K
Compass Planning Associates Inc 0.04% — 854 $36K
St Germain D J Co. Inc. 0.00% Add +27.6% 851 $36K
Sugarloaf Wealth Management, LLC 0.01% Add +1.7% 847 $35K
McIlrath & Eck, LLC 0.00% Add +17.3% 842 $35K
AE Wealth Management LLC 0.00% Reduce -83.5% 828 $35K
Peterson Wealth Services 0.01% No change 825 $35K
Teachers Insurance & Annuity Association of America 0.04% No change 810 $34K
Cetera Trust Company, N.A 0.02% No change 800 $33K
American National Bank & Trust 0.00% New 800 $33K
Copia Wealth Management 0.03% — 794 $33K
Pacific Center for Financial Services 0.01% No change 789 $33K
Duncker Streett & Co. Inc. 0.01% No change 785 $33K
Gen-Wealth Partners Inc 0.01% Reduce -9.6% 764 $32K
Navigoe, LLC 0.03% — 732 $30K
Financial Perspectives, Inc 0.01% Add +1.2% 700 $29K
Luminist Capital LLC 0.05% — 679 $28K
Pillar Financial Advisors, LLC 0.02% — 673 $28K
Nordwand Advisors, LLC 0.01% No change 669 $28K
Center for Financial Planning, Inc. 0.00% Add +1.1% 663 $28K
Elequin Capital, LP 0.00% New 659 $28K
Abound Wealth Management 0.01% Add +1.8% 632 $26K
Citizens Business Bank 0.01% Reduce -86.5% 610 $26K
Fairscale Capital, LLC 0.02% No change 590 $25K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -94.6% 577 $24K
Anchor Investment Management, LLC 0.00% No change 571 $24K
Register Financial Advisors LLC 0.01% Add +1.3% 566 $24K
Financial Freedom, LLC 0.01% Add +1.8% 566 $24K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 561 $23K
BTG Pactual Asset Management US LLC 0.00% Reduce -98.1% 526 $23K
Front Row Advisors LLC 0.01% No change 540 $23K
Endeavor Private Wealth, Inc. 0.02% — 538 $22K
Creekmur Asset Management LLC 0.00% Add +0.2% 506 $21K
Gables Capital Management Inc. 0.01% No change 500 $21K
Biltmore Family Office, LLC 0.00% No change 500 $21K
Hantz Financial Services, Inc. 0.00% Add +0.4% 489 $20K
FSC Wealth Advisors, LLC 0.01% Add +1.7% 473 $20K
Wingate Wealth Advisors, Inc. 0.02% — 457 $19K
Perkins Coie Trust Co 0.00% New 457 $19K
Hanson & Doremus Investment Management 0.00% No change 453 $19K
MidAtlantic Capital Management, Inc. 0.01% No change 452 $19K
CNB Bank 0.01% No change 432 $18K
Brown, Lisle/Cummings, Inc. 0.01% Add +240.0% 425 $18K
Wolff Wiese Magana LLC 0.01% Reduce -0.9% 420 $18K
Woodard & Co. Asset Management Group Inc. 0.00% No change 400 $17K
Studio Investment Management LLC 0.00% No change 400 $17K
Continuum Advisory, LLC 0.00% No change 396 $17K
Foster Dykema Cabot & Partners, LLC 0.00% Add +4.8% 392 $16K
LGT Financial Advisors LLC 0.04% New 383 $16K
Avion Wealth 0.00% Add +24.6% 385 $16K
Coppell Advisory Solutions LLC 0.00% No change 378 $16K
one8zero8, LLC 0.00% — 368 $15K
New Wave Wealth Advisors LLC 0.01% New 360 $15K
Golden State Wealth Management, LLC 0.00% — 352 $15K
Beaird Harris Wealth Management, LLC 0.00% Add +189.3% 350 $15K
Templeton & Phillips Capital Management, LLC 0.01% No change 343 $14K
Adirondack Trust Co. 0.01% No change 340 $14K
Motco 0.00% No change 334 $14K
Longview Financial Advisors LLC 0.01% — 331 $14K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -61.7% 326 $14K
Angeles Investment Advisors, LLC 0.00% No change 317 $13K
Synergy Investment Management, LLC 0.01% — 312 $13K
Accredited Wealth Management, LLC 0.01% — 307 $13K
Mechanics Financial Corp 0.01% No change 305 $13K
Arcadia Investment Management Corp. 0.00% No change 300 $13K
Laurel Wealth Advisors LLC 0.00% No change 300 $13K
Fortitude Family Office, LLC 0.00% New 283 $12K
Guardian Wealth Advisors, LLC / NC 0.00% Add +1050.0% 276 $12K
Quest 10 Wealth Builders, Inc. 0.01% — 273 $11K
Highline Wealth Partners LLC 0.00% No change 272 $11K
Strategic Investment Solutions, Inc. 0.00% Add +1.5% 264 $11K
United Community Bank 0.00% No change 259 $11K
Kiker Wealth Management, LLC 0.01% — 252 $11K
Westside Investment Management, Inc. 0.00% Reduce -71.0% 245 $10K
Bogart Wealth, LLC 0.00% Add +1.3% 238 $10K
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% Add +12.5% 225 $9K
PSI Advisors, LLC 0.00% Reduce -31.4% 194 $8K
Morling Financial Advisors, LLC 0.00% No change 186 $8K
Aberdeen Wealth Management LLC 0.01% Reduce -69.0% 180 $8K
South Plains Financial, Inc. 0.01% — 170 $7K
High Note Wealth, LLC 0.00% New 168 $7K
Archer Investment Corp 0.00% No change 165 $7K
West Paces Advisors Inc. 0.00% No change 165 $7K
DHJJ Financial Advisors, Ltd. 0.00% No change 158 $7K
Rise Advisors, LLC 0.00% Add +1.9% 157 $7K
Russell Investments Group, Ltd. 0.00% Add +2.0% 154 $6K
SIMA Wealth Partners, LLC 0.01% No change 150 $6K
MTM Investment Management, LLC 0.00% No change 150 $6K
Capital A Wealth Management, LLC 0.01% — 145 $6K
EnRich Financial Partners LLC 0.00% No change 139 $6K
Granite FO LLC 0.00% No change 138 $6K
Dunhill Financial, LLC 0.00% New 135 $6K
Talon Private Wealth, LLC 0.00% No change 135 $6K
American Capital Advisory, LLC 0.00% No change 126 $5K
Signature Resources Capital Management, LLC 0.00% No change 125 $5K
ESL Trust Services, LLC 0.00% No change 125 $5K
Pflug Koory, LLC 0.00% No change 120 $5K
Ballast Advisors LLC 0.00% No change 119 $5K
Horizon Investments, LLC 0.00% Reduce -18.8% 117 $5K
Investors Research Corp 0.00% No change 110 $5K
DB Fitzpatrick & Co, Inc 0.00% No change 101 $4K
GeoWealth Management, LLC 0.00% Reduce -99.9% 101 $4K
Realta Investment Advisors 0.00% New 100 $4K
Legacy Bridge, LLC 0.00% New 100 $4K
Versant Capital Management, Inc 0.00% No change 99 $4K
Synergy Asset Management, LLC 0.00% New 87 $4K
Legend Financial Advisors, Inc. 0.00% New 92 $4K
IMG Wealth Management, Inc. 0.00% — 92 $4K
Insight Inv LLC 0.00% New 90 $4K
Battery Global Advisors, LLC 0.00% Add +1.3% 81 $3K
Ironwood Wealth Management, LLC. 0.00% No change 80 $3K
Horrell Capital Management, Inc. 0.00% No change 75 $3K
Hollencrest Capital Management 0.00% No change 71 $3K
Comprehensive Financial Planning, Inc. 0.00% — 61 $3K
Winch Advisory Services, LLC 0.00% No change 57 $2K
Smartleaf Asset Management LLC 0.00% Add +2.0% 52 $2K
Aventura Private Wealth, LLC 0.00% — 52 $2K
Harris Associates (Oakmark Funds) 0.00% No change 51 $2K
Compass Financial Services Inc 0.00% — 50 $2K
Islay Capital Management, LLC 0.00% No change 42 $2K
HHM Wealth Advisors, LLC 0.00% No change 36 $2K
Hager Investment Management Services, LLC 0.00% — 33 $1K
Gleason Group, Inc. 0.00% Add +3.2% 32 $1K
Balentine LLC 0.00% New 29 $1K
Gould Capital, LLC 0.00% Reduce -91.9% 28 $1K
NFSG Corp 0.00% New 28 $1K
Beacon Capital Management, LLC 0.00% Reduce -81.7% 21 $878
Nemes Rush Group LLC 0.00% No change 20 $836
Integrity Financial Corp 0.00% No change 18 $753
Financial Management Professionals, Inc. 0.00% No change 17 $711
Country Trust Bank 0.00% New 16 $669
Brooklyn Investment Group 0.00% New 15 $628
Addison Advisors LLC 0.00% Add +36.4% 15 $628
Lanark Financial, Inc. 0.04% — 10 $425
TD Capital Management LLC 0.00% No change 10 $418
Darwin Wealth Management, LLC 0.00% Reduce -57.9% 8 $336
PayPay Securities Corp 0.01% No change 8 $335
Innovative Advisory Group, LLC 0.00% — 6 $251
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $42

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