iShares MSCI Emerging MarketEEMETF

13F holders, Q4 2025 (December 31)
1,523holders +107
124new positions
74sold out
8famous investors
$54.67avg. 13F price*

At the end of Q4 2025, 1,523 institutions reported holding iShares MSCI Emerging Market (EEM) in their 13F filings, up 107 from Q3 2025. 124 opened new positions and 74 sold out. The largest holders were Morgan Stanley ($1.7B), Bank of America Corp. ($1.7B) and BlackRock, Inc. ($892.1M). 8 famous investors held it, including Stanley Druckenmiller (1.2% of Duquesne Family Office's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions124$359.1M
Exits74$333.4M

All 13F filers, Q3 2025 → Q4 2025: 34,139,279 shares bought and 38,106,519 shares sold, net −3,967,240 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,523 holders

Morgan Stanley 0.10% Reduce -8.2% 31,098,222 $1.7B
Bank of America Corp. 0.12% Add +7.7% 30,408,706 $1.7B
BlackRock, Inc. 0.02% Add +6.7% 16,305,393 $892.1M
UBS Group AG 0.16% Add +35.5% 14,417,981 $788.8M
Goldman Sachs Group Inc. 0.11% Add +13.3% 13,911,856 $761.1M
Wells Fargo & Company 0.13% Add +7.0% 12,467,799 $682.1M
Retirement Systems of Alabama 1.62% No change 9,131,302 $499.6M
JPMorgan Chase & Co. 0.03% Reduce -11.8% 6,980,851 $381.9M
HSBC Holdings PLC 0.21% Reduce -27.7% 6,591,631 $360.6M
Citigroup Inc. 0.22% Add +35.2% 5,765,607 $315.4M
Bank of Montreal 0.13% Add +45.9% 5,569,608 $304.7M
Clal Insurance Enterprises Holdings Ltd 1.75% Reduce -34.8% 4,969,040 $271.9M
Board of Trustees of The Leland Stanford Junior University 49.16% Add +25.8% 4,458,700 $243.9M
PNC Financial Services Group, Inc. 0.13% Reduce -1.7% 4,421,722 $241.9M
Citadel Advisors 0.16% Add +23.8% 4,227,402 $231.3M
Royal Bank of Canada 0.04% Add +39.6% 3,992,329 $218.4M
Bank of New York Mellon Corp 0.04% Reduce -1.0% 3,736,822 $204.4M
LPL Financial LLC 0.05% Add +6.1% 3,401,849 $186.1M
US Bancorp \de 0.21% Reduce -1.8% 3,248,348 $177.7M
State of Wisconsin Investment Board 0.31% No change 2,528,628 $138.3M
Raymond James Financial Inc. 0.03% Add +7.6% 2,008,831 $109.9M
Envestnet Asset Management Inc. 0.03% Reduce -11.5% 1,999,808 $109.4M
Hirtle & Co., LLC 4.05% Reduce -0.2% 1,925,223 $105.3M
Cassaday & Co Wealth Management LLC 2.19% Reduce -1.6% 1,897,650 $103.8M
BNP Paribas Financial Markets 0.06% Reduce -43.7% 1,789,886 $97.9M
MKP Capital Management, L.L.C. 3.24% New 1,663,000 $91.0M
Barclays PLC 0.04% Reduce -67.1% 1,607,209 $87.9M
Total Investment Management Inc. 11.00% Add +1.0% 1,566,681 $85.7M
Greenleaf Trust 0.76% Reduce -3.0% 1,524,913 $83.4M
Man Group plc 0.16% Reduce -19.7% 1,501,582 $82.2M
Mariner, LLC 0.10% Reduce -36.2% 1,483,466 $81.2M
Regions Financial Corp. 0.51% Add +0.9% 1,452,745 $79.5M
Schonfeld Strategic Advisors LLC 0.34% New 1,240,374 $67.9M
HighTower Advisors, LLC 0.07% Add +2.6% 1,236,592 $67.7M
USA Financial Formulas 11.90% Reduce -5.6% 1,195,549 $65.4M
Vontobel Holding Ltd. 0.21% Add +0.4% 1,178,499 $64.5M
FMR LLC 0.00% Add +2.4% 1,145,801 $62.7M
Halbert Hargrove Global Advisors, LLC 2.91% Reduce -3.4% 1,111,346 $60.8M
Connable Office Inc. 5.47% Reduce -3.9% 1,089,802 $59.6M
Bank of Nova Scotia 0.09% Add +400.4% 1,076,383 $58.9M
Deeter Investments LLP 11.86% — 1,004,000 $54.9M
Keybank National Association 0.19% Add +2.7% 975,221 $53.4M
Cetera Investment Advisers 0.06% Add +2.1% 961,697 $52.6M
Rockefeller Capital Management L.P. 0.09% Add +75.8% 914,307 $50.0M
Northern Trust Corp. 0.01% Add +2.9% 908,975 $49.7M
Duquesne Family Office 1.17% Reduce -52.5% 902,500 $49.4M
Osaic Holdings, Inc. 0.07% Add +33.4% 876,977 $48.0M
Acadian Asset Management LLC 0.08% Reduce -7.7% 869,733 $47.6M
Corient Private Wealth LP 0.06% Add +4.4% 859,387 $47.0M
Focus Partners Wealth 0.05% Add +6.9% 851,673 $46.6M
Ilmarinen Mutual Pension Insurance Co 0.37% Add +350.2% 840,469 $46.0M
Mitsubishi UFJ Trust & Banking Corp 0.11% Add +1.2% 816,576 $44.7M
Deutsche Bank AG 0.01% Add +0.0% 809,004 $44.3M
Wilmington Savings Fund Society, FSB 1.03% Add +3.8% 799,012 $43.7M
Greenfield FTC, Inc. 5.66% New 787,343 $43.1M
M&T Bank Corp 0.14% Reduce -1.3% 782,807 $42.8M
Capstone Investment Advisors, LLC 0.43% Add +104.3% 771,163 $42.2M
Itau Unibanco Holding S.A. 1.03% Add +158.1% 770,835 $42.2M
Erste Asset Management GmbH 0.35% Add +1.2% 759,519 $41.6M
Stifel Financial Corp. 0.04% Add +9.8% 750,981 $41.1M
Checchi Capital Advisers, LLC 2.66% Add +98.2% 714,098 $39.1M
Fifth Third Bancorp 0.12% Reduce -5.1% 712,243 $39.0M
Gemsstock Ltd. 4.87% Add +1205.3% 678,757 $38.6M
Creative Planning 0.03% Reduce -2.0% 687,387 $37.6M
Modern Wealth Management, LLC 0.66% Reduce -20.4% 662,883 $36.3M
Capula Management Ltd 0.24% Reduce -55.1% 662,118 $36.2M
Jain Global LLC 0.36% Reduce -63.0% 640,100 $35.0M
Ameriprise Financial Inc. 0.01% Reduce -46.9% 634,215 $34.7M
Provenance Wealth Advisors, LLC 3.84% Reduce -7.0% 632,932 $34.6M
Commonwealth Equity Services, LLC 0.05% Add +18.0% 618,966 $33.9M
CIBC Private Wealth Group LLC 0.06% Add +8.7% 614,394 $33.6M
Northwestern Mutual Wealth Management Co. 0.02% Add +11.6% 597,847 $32.7M
Pictet North America Advisors SA 3.05% Reduce -0.2% 588,156 $32.2M
Dark Forest Capital Management LP 1.38% Add +483.2% 551,274 $30.2M
New Harbor Financial Group, LLC 5.51% Add +0.7% 549,473 $30.1M
Amarillo National Bank 5.27% Reduce -3.7% 548,827 $30.0M
Tiaa Trust, National Association 0.07% Add +120.8% 530,922 $29.0M
Quent Capital, LLC 2.07% Reduce -1.0% 525,398 $28.7M
Comerica Bank 0.11% Reduce -6.6% 513,878 $28.1M
Wealth Enhancement Advisory Services, LLC 0.04% Add +3.3% 488,586 $28.0M
Franklin Resources Inc. 0.01% Add +0.2% 501,692 $27.4M
Truist Financial Corp. 0.04% Add +3.0% 496,559 $27.2M
Allstate Corp. 0.37% Reduce -4.2% 494,175 $27.0M
Cambridge Investment Research Advisors, Inc. 0.07% Add +14.9% 484,873 $26.5M
Glenmede Trust Co. NA 0.12% — 478,868 $26.2M
Baird Financial Group, Inc. 0.04% Add +4.9% 458,016 $25.1M
Pinkerton Wealth, LLC 2.50% Reduce -5.9% 445,483 $24.4M
Absolute Gestao de Investimentos Ltda. 2.47% Reduce -74.4% 430,077 $23.5M
Coldstream Capital Management Inc. 0.30% Add +13.9% 426,436 $23.3M
Point72 Asset Management 0.04% Add +25.6% 420,739 $23.0M
Wit, LLC 0.45% No change 412,144 $22.5M
Cibc World Market Inc. 0.04% Reduce -3.3% 411,470 $22.5M
Allianz Asset Management GmbH 0.03% Reduce -44.6% 410,512 $22.5M
Optiver Holding B.V. 0.40% New 409,862 $22.4M
Captrust Financial Advisors 0.04% Add +1.6% 405,428 $22.2M
Qube Research & Technologies Ltd 0.03% Reduce -28.0% 402,378 $22.0M
Clear Creek Financial Management, LLC 1.78% Reduce -10.2% 399,405 $21.9M
First Western Trust Bank 1.07% Add +10298.1% 399,185 $21.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% No change 397,363 $21.7M
Allianz SE 0.28% Add +3.6% 397,182 $21.7M
Granite Bay Wealth Management, LLC 5.26% Add +1.3% 396,559 $21.7M
Financiere des Professionnels - Fonds d'investissement inc. 1.22% No change 392,000 $21.4M
SG Americas Securities, LLC 0.03% Add +84.0% 389,683 $21.3M
Cerity Partners LLC 0.03% Add +0.6% 380,164 $20.8M
Trek Financial, LLC 1.20% New 379,465 $20.8M
Sei Investments Co. 0.02% Add +14.7% 374,102 $20.5M
MML Investors Services, LLC 0.05% Add +19.1% 373,404 $20.4M
Jane Street Group, LLC 0.02% Reduce -77.5% 357,130 $19.5M
Mercer Global Advisors Inc. 0.03% Reduce -2.3% 347,003 $19.0M
Resona Asset Management Co.,Ltd. 0.09% Reduce -59.2% 341,270 $18.7M
Okabena Investment Services Inc. 3.55% Reduce -0.4% 340,661 $18.6M
FineMark National Bank & Trust 0.57% Reduce -1.3% 335,288 $18.3M
Millennium Management 0.01% Add +1018.7% 330,897 $18.1M
Prudential PLC 0.14% Add +4.7% 329,750 $18.0M
Common Fund for Nonprofit Organizations 1.40% Add +4086.7% 315,051 $17.2M
Azimuth Capital Investment Management LLC 0.61% Add +23.9% 313,056 $17.1M
Mesirow Financial Investment Management, Inc. 0.35% Add +2.4% 312,860 $17.1M
BIP Wealth, LLC 0.59% Add +1.6% 307,832 $16.8M
True Freedom Investing, LLC 1.13% Add +67.8% 303,202 $16.6M
Colton Groome Financial Advisors, LLC 4.62% Add +7.5% 294,476 $16.1M
Yeomans Consulting Group, Inc. 4.57% Reduce -2.3% 285,278 $15.6M
Prudential Financial Inc. 0.02% Add +21.2% 283,266 $15.5M
Fluent Financial, LLC 5.89% Add +2.7% 282,466 $15.5M
Citizens Financial Group Inc. 0.20% Reduce -1.4% 279,210 $15.3M
POM Investment Strategies, LLC 7.85% Add +4.5% 279,084 $15.3M
Verdence Capital Advisors LLC 0.90% Add +2.5% 277,963 $15.2M
Dimension Capital Management LLC 2.07% Add +3.0% 270,185 $14.8M
Cullen/Frost Bankers, Inc. 0.16% Add +12.8% 267,742 $14.6M
SCS Capital Management LLC 0.15% Reduce -5.1% 263,107 $14.4M
Private Advisor Group, LLC 0.07% Add +156.5% 256,231 $14.0M
Jasper Ridge Partners, L.P. 0.31% No change 254,150 $13.9M
Caisse de depot et placement du Quebec 0.02% Reduce -32.3% 253,617 $13.9M
Verger Capital Management LLC 4.10% Add +5.4% 253,418 $13.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Reduce -84.1% 252,029 $13.8M
Tandem Wealth Advisors LLC 6.08% Reduce -4.5% 228,616 $13.6M
Bailard, Inc. 0.30% Reduce -0.1% 247,528 $13.5M
Stratos Wealth Partners, LTD. 0.15% Add +16.0% 244,248 $13.4M
Allium Financial Advisors, LLC 10.51% Add +118.2% 242,309 $13.3M
Dupont Capital Management Corp. 1.48% No change 240,357 $13.1M
Stock Yards Bank & Trust Co. 0.40% Add +6.5% 238,268 $13.0M
Moneta Group Investment Advisors LLC 0.10% Reduce -0.8% 236,643 $12.9M
Cresset Asset Management, LLC 0.05% Add +7.0% 232,573 $12.7M
Kestra Advisory Services, LLC 0.05% Add +2.0% 232,493 $12.7M
Napier Financial, LLC 3.17% — 231,646 $12.7M
Choreo, LLC 0.16% Reduce -8.2% 230,222 $12.6M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +92.4% 230,897 $12.6M
HT Partners LLC 3.74% Reduce -0.1% 230,131 $12.6M
Thrivent Financial for Lutherans 0.02% Reduce -80.2% 229,196 $12.6M
Lido Advisors, LLC 0.05% Reduce -4.4% 228,441 $12.4M
SteelPeak Wealth, LLC 0.40% Add +6.2% 221,925 $12.1M
Lazard Asset Management LLC 0.02% Add +122.0% 219,606 $12.0M
Finley Financial, LLC 5.49% Add +3.3% 219,262 $12.0M
Equitable Holdings, Inc. 0.08% Add +93.5% 218,978 $12.0M
Waverly Advisors, LLC 0.09% Add +212.4% 212,323 $11.6M
Annandale Capital, LLC 1.88% Reduce -0.2% 210,809 $11.5M
Freestone Capital Holdings, LLC 0.34% Reduce -4.6% 209,711 $11.5M
Pathstone Holdings, LLC 0.04% Add +22.1% 208,886 $11.4M
Ethos Financial Group, LLC 0.84% Add +42.0% 207,209 $11.3M
LMCG Investments, LLC 0.65% Add +2.4% 206,553 $11.3M
Banque Pictet & Cie SA 0.11% Reduce -4.3% 206,479 $11.3M
EFG International AG 0.22% — 205,338 $11.2M
Metropolitan Life Insurance Co 3.36% No change 202,478 $11.1M
Keel Point, LLC 0.67% Add +4.4% 202,152 $11.1M
Barings LLC 0.21% Reduce -62.7% 197,788 $10.8M
HWG Holdings LP 2.60% Add +255.5% 196,314 $10.7M
Badgley Phelps Wealth Managers, LLC 0.20% Add +5003.9% 195,990 $10.7M
NTV Asset Management LLC 1.13% Add +52.0% 195,252 $10.7M
Commerce Bank 0.06% Reduce -0.1% 194,234 $10.6M
Vista Finance, LLC 6.99% Reduce -0.3% 192,106 $10.5M
CIBC Asset Management Inc 0.03% Add +24.6% 191,114 $10.5M
Clarity Wealth Advisors, LLC 2.13% Add +9.1% 190,689 $10.4M
GLOBALT Investments LLC / GA 0.38% No change 190,315 $10.4M
Mackenzie Financial Corp. 0.01% Reduce -48.1% 189,494 $10.4M
Field & Main Bank 2.98% Add +6.5% 188,905 $10.3M
Cullen Capital Management, LLC 0.11% Reduce -18.4% 187,165 $10.2M
TCTC Holdings, LLC 0.31% Reduce -2.2% 186,890 $10.2M
Ninety One North America, Inc. 0.41% Add +23.8% 186,696 $10.2M
LGL Partners, LLC 4.36% Add +0.4% 186,606 $10.2M
Westwood Holdings Group Inc. 0.08% Add +34.2% 186,365 $10.2M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -16.2% 184,717 $10.1M
Victory Capital Management Inc. 0.01% Reduce -61.5% 183,176 $10.0M
MAI Capital Management 0.06% Add +2.5% 180,383 $9.9M
Farther Finance Advisors, LLC 0.10% Add +16.1% 178,350 $9.8M
Aries Wealth Management 2.13% Add +20.3% 176,230 $9.6M
Atlas Legacy Advisors, LLC 1.68% Add +6.1% 175,380 $9.6M
Proficio Capital Partners LLC 0.65% Add +4267.0% 170,443 $9.3M
Geneos Wealth Management Inc. 0.23% Add +17.3% 169,947 $9.3M
Fiduciary Trust Co 0.10% Reduce -1.2% 168,772 $9.2M
Riggs Asset Managment Co. Inc. 1.85% Reduce -9.3% 167,604 $9.2M
Axxcess Wealth Management, LLC 0.16% Add +3995.4% 166,397 $9.1M
Del-Sette Capital Management, LLC 5.55% Add +27.7% 164,341 $9.0M
Bryn Mawr Trust Advisors, LLC 0.43% Add +8.7% 164,040 $9.0M
Portland Global Advisors LLC 0.96% Reduce -6.0% 163,185 $8.9M
Washington Growth Strategies LLC 5.63% Add +6.2% 159,243 $8.7M
First Commonwealth Financial Corp 1.43% Add +14.9% 158,574 $8.7M
Alliancebernstein L.P. 0.00% Add +2.1% 157,726 $8.6M
PKO Investment Management Joint-Stock Co 0.69% Add +6.4% 157,182 $8.6M
Redhawk Wealth Advisors, Inc. 0.96% Add +3.2% 156,285 $8.6M
Mill Creek Capital Advisors, LLC 0.17% Reduce -6.1% 154,154 $8.4M
Blair William & Co. 0.02% Add +36.4% 153,299 $8.4M
StoneX Group Inc. 0.36% Add +23.0% 153,031 $8.4M
Parcion Private Wealth LLC 0.50% Reduce -4.4% 151,371 $8.3M
Elevatus Welath Management 2.26% Add +13.7% 150,943 $8.3M
Whittier Trust Co. of Nevada Inc. 0.17% Reduce -0.0% 143,504 $8.2M
Global Retirement Partners, LLC 0.14% Add +32.3% 148,675 $8.1M
Allie Family Office LLC 3.80% Reduce -0.3% 148,646 $8.1M
Pinnacle Financial Partners, Inc. 0.06% — 148,557 $8.1M
Perigon Wealth Management, LLC 0.15% Add +77.2% 148,373 $8.1M
OpenArc Corporate Advisory, LLC 0.13% — 147,997 $8.1M
Salomon & Ludwin, LLC 0.71% Reduce -1.5% 141,906 $8.1M
AQR Capital Management 0.00% Add +25.6% 146,094 $8.0M
Parr McKnight Wealth Management Group, LLC 1.04% Reduce -2.3% 145,031 $7.9M
Concurrent Investment Advisors, LLC 0.09% Add +99.2% 143,326 $7.8M
First Heartland Consultants, Inc. 0.59% Add +0.6% 143,265 $7.8M
Horizon Bancorp Inc. 3.79% Reduce -3.6% 142,412 $7.8M
Three Bridge Wealth Advisors, LLC 2.05% Add +2.3% 141,770 $7.8M
Trustmark Bank Trust Department 0.49% Reduce -0.1% 141,711 $7.8M
Federation des caisses Desjardins du Quebec 0.03% Add +37.0% 139,342 $7.6M
EP Wealth Advisors, LLC 0.04% — 138,281 $7.6M
Pinnacle Financial Group, LLC / IL 2.19% Add +1.4% 137,744 $7.5M
Summit Financial Consulting LLC 5.45% Add +9.3% 137,204 $7.5M
DT Investment Partners, LLC 0.61% Reduce -4.2% 134,767 $7.4M
Bessemer Group Inc. 0.01% Add +19.0% 134,752 $7.4M
Friends of the Cornell Lab of Ornithology, Inc. 7.00% — 133,373 $7.3M
Independent Financial Group, LLC 0.16% Add +83.7% 132,651 $7.3M
Linscomb Wealth, Inc. 0.30% Reduce -0.9% 132,314 $7.2M
Rathbones Group PLC 0.03% Add +6.3% 131,101 $7.2M
First National Bank of Omaha 0.21% Add +1495.9% 129,601 $7.1M
Trium Capital LLP 5.52% Reduce -31.9% 129,841 $7.1M
PFW Advisors LLC 2.13% Reduce -6.5% 129,078 $7.1M
Beacon Pointe Advisors, LLC 0.05% Add +111.7% 128,804 $7.0M
Parallel Advisors, LLC 0.13% Add +8.3% 128,770 $7.0M
Banco Santander, S.A. 0.05% Reduce -88.5% 127,964 $7.0M
Corepath Wealth Partners LLC 4.67% Add +3.1% 120,084 $7.0M
Ausdal Financial Partners, Inc. 0.32% Add +2.0% 126,211 $6.9M
Staley Capital Advisers Inc. 0.28% No change 125,550 $6.9M
Regal Investment Advisors LLC 0.41% Add +2.4% 125,416 $6.9M
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. 4.34% — 125,285 $6.9M
Willis Johnson & Associates, Inc. 0.42% Reduce -0.7% 124,950 $6.8M
Curi Capital, LLC 0.12% Reduce -0.2% 123,977 $6.8M
Analyst IMS Investment Management Services Ltd. 0.20% No change 123,829 $6.8M
Callan Family Office, LLC 0.14% Add +13.4% 122,356 $6.7M
Oppenheimer Asset Management Inc. 0.08% Add +26.0% 122,162 $6.7M
Ballentine Partners, LLC 0.09% Reduce -0.5% 122,042 $6.7M
Heritage Wealth Advisors 0.25% No change 121,558 $6.7M
First American Trust, FSB 0.46% Reduce -5.6% 121,102 $6.6M
Sanctuary Advisors, LLC 0.04% Add +15.8% 120,971 $6.6M
Camarda Financial Advisors, LLC 2.51% Reduce -16.5% 120,594 $6.6M
Sand Hill Global Advisors, LLC 0.23% Reduce -5.1% 120,533 $6.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.39% Add +284.8% 120,495 $6.6M
First Financial Bank - Trust Division 0.54% Reduce -0.6% 120,363 $6.6M
Trinity Wealth Management, LLC 2.42% New 120,074 $6.6M
Whittier Trust Co. 0.07% Add +9.2% 114,318 $6.5M
RTD Financial Advisors, Inc. 0.80% Reduce -2.9% 119,483 $6.5M
BNP Paribas 0.19% Add +3.5% 118,816 $6.5M
Nuveen, LLC 0.00% Add +57.4% 118,590 $6.5M
Glenview Trust Co 0.10% Reduce -6.4% 118,526 $6.5M
Little House Capital LLC 1.63% Reduce -5.6% 118,482 $6.5M
&partners 0.03% Add +32.2% 118,280 $6.5M
Valeo Financial Advisors, LLC 0.14% Reduce -1.3% 115,628 $6.3M
Robertson Stephens Wealth Management, LLC 0.18% Add +117.2% 115,549 $6.3M
T. Rowe Price Associates Inc. 0.00% No change 113,970 $6.2M
Hancock Whitney Corp. 0.11% Add +5.2% 113,898 $6.2M
Lake Hills Wealth Management, LLC 3.24% New 113,550 $6.2M
CI Investments Inc. 0.03% New 112,975 $6.2M
Brighton Jones LLC 0.23% Reduce -4.4% 112,030 $6.1M
Focus Partners Advisor Solutions, LLC 0.07% Reduce -12.4% 111,785 $6.1M
Urban Financial Advisory Corp 2.40% Add +4.4% 111,704 $6.1M
Bokf, NA 0.09% Add +0.7% 111,561 $6.1M
NewEdge Advisors, LLC 0.02% Add +14.0% 111,295 $6.1M
Washington Trust Bank 0.42% Add +10.8% 109,530 $6.0M
Janney Montgomery Scott LLC 0.01% Reduce -24.1% 109,143 $6.0M
Beirne Wealth Consulting Services, LLC 1.73% Add +0.3% 108,993 $6.0M
Harvest Investment Advisors, LLC 3.38% Reduce -0.3% 108,969 $6.0M
LSP Investment Advisors, LLC 3.17% No change 108,830 $6.0M
FFT Wealth Management LLC 1.13% Reduce -38.3% 107,992 $5.9M
Simplex Trading, LLC 0.17% Reduce -35.2% 107,806 $5.9M
Arbor Investment Advisors, LLC 0.77% Reduce -6.1% 107,352 $5.9M
Prospera Financial Services Inc 0.10% Add +47.8% 106,555 $5.8M
LWM Advisors Inc. 5.12% Reduce -1.1% 106,320 $5.8M
Grove Bank & Trust 0.65% Add +7.7% 106,318 $5.8M
Ryan Investment Management, Inc. 3.19% Reduce -33.4% 105,306 $5.8M
Bridges Investment Management Inc. 0.07% Reduce -10.2% 104,719 $5.7M
CoreCap Advisors, LLC 0.20% Reduce -17.0% 102,937 $5.6M
Harbour Investments, Inc. 0.11% Add +2.8% 102,218 $5.6M
Vestmark Advisory Solutions, Inc. 0.07% Add +56.6% 100,208 $5.5M
International City Management Association Retirement Corp 2.77% No change 99,782 $5.5M
Confluence Wealth Services, Inc. 0.23% Reduce -10.3% 99,653 $5.5M
City Holding Co. 0.67% Add +3.5% 98,982 $5.4M
Sterling Capital Management LLC 0.09% Reduce -10.7% 98,866 $5.4M
Fiducient Advisors LLC 0.67% Add +1.2% 98,519 $5.4M
LBMC Investment Advisors, LLC 0.33% Reduce -1.0% 98,248 $5.4M
Highview Capital Management LLC 1.89% Add +3.2% 98,155 $5.4M
All Terrain Financial Advisors, LLC 1.65% Add +39.8% 98,049 $5.4M
Savant Capital, LLC 0.03% Add +1.8% 97,985 $5.4M
Westport Asset Management Inc. 2.23% No change 100,000 $5.3M
Rafferty Asset Management, LLC 0.02% Reduce -35.5% 97,545 $5.3M
Baron Financial Group, LLC 2.85% Reduce -2.0% 97,321 $5.3M
Oldfather Financial Services, LLC 1.58% Reduce -1.7% 97,037 $5.3M
HRT Financial LP 0.02% New 96,479 $5.3M
Rwa Wealth Partners, LLC 0.06% Reduce -7.0% 96,108 $5.3M
Summit Trail Advisors, LLC 0.09% Reduce -25.2% 95,404 $5.2M
Widmann Financial Services, Inc. 3.16% Add +1.6% 94,349 $5.2M
Midwest Professional Planners, LTD. 1.22% Reduce -1.7% 94,156 $5.2M
Stephens Inc. 0.06% Reduce -1.2% 93,893 $5.1M
Baker Avenue Asset Management, LP 0.12% Add +1321.1% 93,227 $5.1M
Venture Visionary Partners LLC 0.17% Add +0.0% 92,364 $5.1M
Ashton Thomas Private Wealth, LLC 0.12% Add +30.4% 91,589 $5.0M
AMG National Trust Bank 0.12% Reduce -0.7% 90,937 $5.0M
Sowell Financial Services LLC 0.18% Add +30.3% 90,790 $5.0M
Glaxis Capital Management, LLC 8.43% Add +147.1% 90,000 $4.9M
Syon Capital LLC 0.24% Add +0.3% 88,710 $4.9M
Landing Point Financial Group, LLC 2.42% Add +6.8% 88,654 $4.9M
Prism Advisors, Inc. 1.28% No change 88,104 $4.8M
Elevation Point Wealth Partners, LLC 0.23% Add +35.9% 86,979 $4.8M
Hoge Financial Services, LLC 2.55% Add +4.0% 86,580 $4.7M
First National Trust Co 0.16% Reduce -5.5% 86,385 $4.7M
Summit Wealth & Retirement Planning, Inc. 1.10% Reduce -10.5% 85,462 $4.7M
NBT Bank, N.A. 0.30% Reduce -0.7% 85,446 $4.7M
Susquehanna International Group, LLP 0.01% Reduce -80.4% 85,172 $4.7M
Modera Wealth Management, LLC 0.05% Reduce -2.3% 85,129 $4.7M
Brown Advisory Inc. 0.01% Add +4.3% 84,729 $4.6M
1ST Source Bank 0.24% Reduce -3.0% 83,720 $4.6M
Harding Loevner LP 0.04% New 83,350 $4.6M
Earnest Partners LLC 0.02% Add +5.8% 82,050 $4.5M
Financial Synergies Wealth Advisors, Inc. 0.43% Add +0.8% 81,568 $4.5M
Avalon Capital Management 1.07% New 81,554 $4.5M
Partners Capital Investment Group, LLP 0.17% Add +1.4% 81,461 $4.5M
Omnitrust Wealth Management, Inc 5.58% — 80,249 $4.4M
GeoWealth Management, LLC 0.16% Add +4.0% 80,249 $4.4M
Cibc World Markets Corp. 0.02% — 80,126 $4.4M
Wealthedge Investment Advisors, LLC 1.61% Add +1.1% 79,320 $4.3M
Simmons Bank 0.29% Reduce -2.3% 79,311 $4.3M
Twin Focus Capital Partners, LLC 0.50% No change 79,069 $4.3M
Independence Wealth Advisors, LLC 2.41% — 78,274 $4.3M
Centaurus Financial, Inc. 0.20% Reduce -6.7% 78,125 $4.3M
Calamos Wealth Management LLC 0.15% Reduce -24.2% 78,033 $4.3M
Steward Partners Investment Advisory, LLC 0.02% Add +8.6% 76,819 $4.2M
Fiera Capital Corp 0.01% Reduce -2.1% 76,325 $4.2M
Composition Wealth, LLC 0.06% Reduce -6.8% 76,113 $4.2M
Capital Advantage, Inc. 0.56% Reduce -1.4% 75,711 $4.1M
Financial Advisors Network, Inc. 0.56% Reduce -0.8% 75,128 $4.1M
Alexis Investment Partners, LLC 1.53% New 74,824 $4.1M
Dynasty Wealth Management, LLC 0.04% New 74,291 $4.1M
Asset Management Group, Inc. 0.66% Add +1.3% 74,165 $4.1M
Quantum Portfolio Management LLC 1.79% New 74,039 $4.1M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -0.6% 73,432 $4.0M
Bradley Foster & Sargent Inc. 0.06% Add +39.9% 73,222 $4.0M
Fsa Wealth Partners, Inc. 1.44% Add +145.1% 73,076 $4.0M
Boyd Watterson Asset Management LLC 1.15% No change 72,639 $4.0M
Sumitomo Mitsui Financial Group, Inc. 0.07% Add +55.5% 72,359 $4.0M
Oppenheimer & Co. Inc. 0.06% Reduce -44.8% 71,315 $3.9M
Stelac Advisory Services LLC 1.37% Reduce -16.6% 71,059 $3.9M
Legacy Wealth Partners, LLC 1.01% — 70,984 $3.9M
HB Wealth Management, LLC 0.02% Add +2.4% 69,706 $3.8M
Nepc LLC 0.08% Add +0.7% 69,338 $3.8M
Fourth Dimension Wealth, LLC 1.37% Add +0.9% 68,788 $3.8M
Audent Global Asset Management, LLC 2.35% Add +10.4% 67,966 $3.7M
J.W. Cole Advisors, Inc. 0.09% Reduce -15.5% 128,319 $3.7M
Meridian Wealth Management, LLC 0.13% Add +0.1% 67,084 $3.7M
Avantax Planning Partners, Inc. 0.10% Reduce -8.0% 66,818 $3.7M
Conning Inc. 0.13% Reduce -4.8% 66,780 $3.7M
Chicago Partners Investment Group LLC 0.09% Add +3.9% 61,811 $3.7M
Laird Norton Wetherby Trust Company, LLC 0.08% New 66,692 $3.6M
Tobias Financial Advisors, Inc. 0.52% Reduce -1.8% 66,684 $3.6M
M1 Capital Management LLC 1.51% Reduce -4.3% 66,256 $3.6M
Solstein Capital, LLC 1.45% Add +51.0% 66,123 $3.6M
Larch Capital Partners LLC 0.49% — 65,815 $3.6M
Coastline Trust Co 0.34% Add +547.5% 65,283 $3.6M
OneDigital Investment Advisors LLC 0.03% Reduce -46.4% 65,057 $3.6M
Scotia Capital Inc. 0.01% Reduce -2.5% 64,960 $3.6M
Apex Wealth Management, LLC 3.57% Add +3.4% 60,808 $3.5M
Spire Wealth Management 0.12% Add +1.1% 63,743 $3.5M
Integrated Advisors Network LLC 0.15% Reduce -2.6% 63,467 $3.5M
Allen Mooney & Barnes Investment Advisors LLC 0.52% Add +8.3% 63,437 $3.5M
Independence Bank of Kentucky 0.43% Reduce -1.1% 62,985 $3.4M
United Capital Financial Advisors, LLC 0.02% Add +7.2% 62,955 $3.4M
Gryphon Financial Partners LLC 0.36% Add +0.6% 62,018 $3.4M
Blue Fin Capital, Inc. 0.53% Reduce -4.0% 61,931 $3.4M
Foundation Wealth Management, LLC 2.33% Reduce -2.8% 61,649 $3.4M
AlTi Global, Inc. 0.07% Reduce -5.7% 61,566 $3.4M
Wealthcare Advisory Partners LLC 0.07% Add +59.9% 61,472 $3.4M
Balefire, LLC 0.65% Add +0.5% 60,947 $3.3M
Advisory Services Network, LLC 0.05% Add +13.4% 60,412 $3.3M
Smithfield Trust Co 0.14% Reduce -0.2% 59,785 $3.3M
Old National Bancorp 0.05% Reduce -0.3% 59,227 $3.2M
Financial & Tax Architects, LLC 0.73% New 59,220 $3.2M
Factor Wealth Management LTD 0.69% Add +2.8% 58,286 $3.2M
Abacus Planning Group, Inc. 0.42% Reduce -0.1% 58,111 $3.2M
D.A. Davidson & Co. 0.02% Reduce -1.8% 57,651 $3.2M
RFG Advisory, LLC 0.06% Add +5.0% 57,605 $3.2M
NDWM LLC 2.08% Add +13.0% 57,581 $3.2M
Central Bank & Trust Co. 0.49% Reduce -4.1% 57,461 $3.1M
Roman Butler Fullerton & Co. 0.82% Add +24.8% 53,499 $3.1M
Ramiah Investment Group 2.72% Reduce -13.4% 57,392 $3.1M
Strategic Equity Management 1.06% Reduce -4.2% 57,271 $3.1M
Brown Wealth Management, LLC 0.82% Reduce -65.2% 56,930 $3.1M
Richard W. Paul & Associates, LLC 1.03% Reduce -8.8% 56,733 $3.1M
New York University 100.00% — 55,741 $3.0M
Rakuten Investment Management, Inc. 0.01% No change 57,023 $3.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Add +0.9% 55,424 $3.0M
Integrated Investment Consultants, LLC 0.59% Add +2.7% 55,102 $3.0M
Inman Jager Wealth Management, LLC 1.84% Reduce -1.4% 54,876 $3.0M
HFG Advisors, Inc. 2.17% Add +3.1% 54,795 $3.0M
New York State Common Retirement Fund 0.00% No change 54,675 $3.0M
Migdal Insurance & Financial Holdings Ltd. 0.03% Reduce -20.0% 54,700 $3.0M
Csenge Advisory Group 0.13% Add +858.1% 54,192 $3.0M
Ieq Capital, LLC 0.01% Reduce -3.7% 53,989 $3.0M
Belpointe Asset Management LLC 0.11% Add +22.7% 53,704 $2.9M
Blue Trust, Inc. 0.03% Reduce -2.2% 53,630 $2.9M
Luminist Capital LLC 3.60% Add +3.0% 53,270 $2.9M
NewEdge Wealth, LLC 0.03% Add +137.4% 52,719 $2.9M
Evergreen Capital Management LLC 0.06% No change 52,282 $2.9M
Orion Porfolio Solutions, LLC 0.02% Add +143.2% 52,128 $2.9M
Allen Investment Management, LLC 0.03% No change 52,101 $2.9M
Founders Financial Securities LLC 0.17% Add +3.3% 52,059 $2.8M
Sava Infond d.o.o. 0.38% Reduce -4.2% 52,000 $2.8M
Valmark Advisers, Inc. 0.03% Reduce -0.9% 51,733 $2.8M
Parisi Gray Wealth Management 0.64% Add +0.9% 51,717 $2.8M
Wealthspire Advisors, LLC 0.02% Reduce -53.8% 51,541 $2.8M
Waters Parkerson & Co., LLC 0.14% Reduce -0.6% 51,525 $2.8M
Arkadios Wealth Advisors 0.05% Add +107.2% 50,465 $2.8M
NorthCrest Asset Manangement, LLC 0.06% Reduce -4.8% 48,545 $2.8M
Institute for Wealth Management, LLC. 0.29% Reduce -1.7% 50,299 $2.8M
AE Wealth Management LLC 0.02% Add +4.9% 50,229 $2.7M
Credit Agricole S A 0.01% Add +10.5% 50,185 $2.7M
Lifestyle Asset Management, Inc. 0.89% Add +35.6% 49,961 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -55.8% 47,449 $2.7M
Pathway Financial Advisors LLC 0.34% No change 47,365 $2.7M
Littlejohn Financial Services, Inc. 2.00% Reduce -2.0% 49,550 $2.7M
SVB Wealth LLC 0.16% Reduce -1.8% 49,488 $2.7M
Flow Traders U.S. LLC 0.09% New 49,481 $2.7M
Guardian Partners Inc. 0.22% New 46,000 $2.7M
Midwest Trust Co 0.03% Reduce -49.3% 49,433 $2.7M
State of Wyoming 0.29% New 49,110 $2.7M
Fulton Bank, N.A. 0.09% Add +0.9% 48,996 $2.7M
Balanced Wealth Group LLC 0.97% Reduce -1.3% 49,457 $2.7M
World Investment Advisors 0.04% Add +1.2% 48,596 $2.7M
Penobscot Investment Management Company, Inc. 0.20% Add +22.8% 48,517 $2.7M
Toronto Dominion Bank 0.00% Add +20.8% 48,209 $2.6M
Cwm, LLC 0.01% Add +21.7% 47,793 $2.6M
Johnson Investment Counsel Inc. 0.02% Add +8.9% 47,490 $2.6M
Fogel Capital Management, Inc. 1.19% Add +8.6% 47,190 $2.6M
Walleye Trading LLC 0.04% Reduce -64.0% 47,113 $2.6M
MassMutual Private Wealth & Trust, FSB 0.07% Reduce -1.6% 46,656 $2.6M
Connective Portfolio Management, LLC 4.55% Reduce -30.3% 46,125 $2.5M
Kestra Private Wealth Services, LLC 0.03% Add +3.0% 45,858 $2.5M
First Foundation Advisors 0.09% Reduce -0.1% 45,756 $2.5M
Pure Financial Advisors, LLC 0.04% Reduce -3.8% 45,367 $2.5M
Galvin, Gaustad & Stein, LLC 0.20% New 45,277 $2.5M
Fifth Third Wealth Advisors LLC 0.09% Add +9.8% 45,182 $2.5M
Pine Valley Investments Ltd Liability Co 0.12% Add +4.8% 45,090 $2.5M
Bluespring Wealth Management, LLC 0.21% Reduce -1.8% 44,892 $2.5M
Dominguez Wealth Management Solutions, Inc. 1.50% Add +4.3% 44,850 $2.5M
Glen Eagle Advisors, LLC 0.33% Add +9.1% 44,746 $2.4M
Bank of Hawaii 0.12% No change 44,723 $2.4M
Fort Point Capital Partners LLC 0.29% Add +0.5% 41,671 $2.4M
Birch Hill Investment Advisors LLC 0.10% Add +16.6% 44,167 $2.4M
Ackerman Capital Advisors, LLC 0.48% New 44,091 $2.4M
FF Advisors,LLC 1.07% Add +9.7% 44,058 $2.4M
Measured Wealth Private Client Group, LLC 0.64% Add +303.4% 44,003 $2.4M
Legacy Trust 0.45% Add +9.4% 43,926 $2.4M
Jacksonville Wealth Management, LLC 1.70% Add +2.2% 43,914 $2.4M
First Financial Bankshares Inc 0.05% No change 43,894 $2.4M
Poinciana Advisors Group, LLC 1.89% Add +0.0% 43,786 $2.4M
Boston Common Asset Management, LLC 0.14% New 43,511 $2.4M
Sunbelt Securities, Inc. 0.16% Add +4.8% 42,750 $2.3M
Agf Management Ltd. 0.01% Reduce -6.2% 42,535 $2.3M
J. Safra Sarasin Holding AG 0.04% Add +186.7% 42,446 $2.3M
Moneywise, Inc. 0.96% Reduce -3.1% 42,238 $2.3M
Index Technologies Group LLC 2.41% — 42,092 $2.3M
Mandatum Life Insurance Co Ltd 0.53% No change 42,083 $2.3M
WealthCare Asset Management, LLC 2.11% — 42,481 $2.3M
Cambient Family Office, LLC 0.33% — 41,690 $2.3M
First Interstate Bank 0.12% Reduce -4.3% 41,567 $2.3M
Merit Financial Group, LLC 0.02% Add +22.6% 41,532 $2.3M
Vance Wealth, LLC 0.67% Reduce -3.0% 41,454 $2.3M
Atlas Brown,Inc. 0.67% Reduce -0.0% 41,433 $2.3M
F/m Investments LLC 0.09% Add +4.8% 40,878 $2.2M
Bison Wealth, LLC 0.25% Reduce -36.2% 39,965 $2.2M
Cliffwater LLC 0.46% No change 40,400 $2.2M
Innova Wealth Partners 1.11% Add +10.7% 40,331 $2.2M
Clarus Wealth Advisors 0.91% Reduce -0.8% 38,316 $2.2M
Weil Company, Inc. 0.51% Reduce -5.2% 40,222 $2.2M
Sincerus Advisory, LLC 1.77% Add +1.4% 40,193 $2.2M
Viewpoint Capital Management LLC 0.95% Add +0.2% 40,046 $2.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Add +11.2% 40,014 $2.2M
J2 Capital Management Inc 1.59% Add +0.5% 39,927 $2.2M
Clifford Swan Investment Counsel LLC 0.07% Reduce -3.2% 39,800 $2.2M
Aspiriant, LLC 0.06% Add +0.5% 39,780 $2.2M
Lifeworks Advisors, LLC 0.28% Reduce -3.8% 39,711 $2.2M
DV Trading LLC 0.19% — 39,700 $2.2M
Mutual Advisors, LLC 0.05% Reduce -0.8% 39,169 $2.1M
Financial Engines Advisors L.L.C. 0.00% Reduce -7.2% 39,076 $2.1M
BSW Wealth Partners 0.26% Reduce -0.4% 38,930 $2.1M
Aureus Asset Management, LLC 0.14% Add +6.1% 38,858 $2.1M
Private Wealth Asset Management, LLC 0.23% No change 38,779 $2.1M
Capital Group Private Client Services, Inc. 0.03% Reduce -0.3% 38,759 $2.1M
Apollon Wealth Management, LLC 0.04% Add +5.8% 38,387 $2.1M
Nvwm, LLC 0.46% Add +54.7% 38,323 $2.1M
Ramirez Asset Management, Inc. 0.28% Add +148.1% 38,254 $2.1M
Bolthouse Investments, LLC 1.85% No change 38,113 $2.1M
Allworth Financial LP 0.01% Reduce -7.4% 38,054 $2.1M
Nordwand Advisors, LLC 0.36% Reduce -0.1% 38,040 $2.1M
Aspect Partners, LLC 0.91% Reduce -17.6% 37,857 $2.1M
Quantinno Capital Management LP 0.00% Add +2.7% 37,773 $2.1M
Farmers & Merchants Investments Inc. 0.06% Reduce -0.6% 37,693 $2.1M
Smith, Moore & Co. 0.16% Add +2.6% 37,675 $2.1M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -0.4% 37,588 $2.1M
Level Four Advisory Services, LLC 0.07% Add +8.1% 37,471 $2.1M
Canandaigua National Bank & Trust Co. 0.18% Reduce -1.9% 37,354 $2.0M
Howland Capital Management LLC 0.08% No change 37,236 $2.0M
Burke & Herbert Bank & Trust Co. 0.56% Reduce -46.6% 37,034 $2.0M
Gruss & Co., LLC 4.45% New 37,000 $2.0M
Regatta Capital Group, LLC 0.31% No change 36,952 $2.0M
Headlands Technologies LLC 0.17% New 36,892 $2.0M
Heritage Investors Management Corp. 0.06% Reduce -0.6% 36,711 $2.0M
Peapack Gladstone Financial Corp. 0.03% No change 36,569 $2.0M
Hansen & Associates Financial Group, Inc. 1.09% Reduce -8.3% 32,924 $2.0M
Lee Danner & Bass Inc. 0.14% Add +2.2% 36,460 $2.0M
Jones Financial Companies LLLP 0.00% Add +20.9% 36,417 $2.0M
XTX Topco Ltd 0.05% New 36,203 $2.0M
Crewe Advisors LLC 0.17% Add +0.1% 35,883 $2.0M
JFS Wealth Advisors, LLC 0.11% Add +13.2% 35,850 $2.0M
First Merchants Corp. 0.07% Reduce -0.8% 35,829 $2.0M
Blueprint Investment Partners LLC 0.21% Reduce -3.1% 35,776 $2.0M
Forza Wealth Management, LLC 0.71% No change 35,775 $2.0M
IFG Advisory, LLC 0.09% Add +0.2% 35,720 $2.0M
Providence First Trust Co 0.68% New 35,700 $2.0M
Blueprint Financial Advisors LLC 0.30% Reduce -3.1% 35,649 $2.0M
JSF Financial, LLC 0.40% Reduce -7.3% 35,501 $1.9M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -12.8% 35,307 $1.9M
Risk Paradigm Group, LLC 1.85% — 35,129 $1.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -31.4% 35,005 $1.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +20.6% 33,951 $1.9M
Next Capital Management LLC 0.61% Add +1.1% 34,874 $1.9M
Mather Group, Llc. 0.02% Reduce -0.1% 34,816 $1.9M
Canton Hathaway, LLC 0.36% No change 34,485 $1.9M
Private Advisory Group LLC 0.15% New 34,329 $1.9M
Integrated Wealth Concepts LLC 0.02% Reduce -13.6% 34,062 $1.9M
Harbor Advisory Corp. 0.56% No change 34,039 $1.9M
Rehmann Capital Advisory Group 0.10% Reduce -13.2% 33,998 $1.9M
Sachem Hill LLC 0.36% No change 33,980 $1.9M
Atticus Wealth Management, LLC 0.46% Add +2.0% 33,935 $1.9M
Sig Brokerage, LP 0.62% New 33,849 $1.9M
River Wealth Advisors LLC 0.20% Reduce -2.4% 33,393 $1.8M
Evoke Wealth, LLC 0.04% Add +9.3% 33,239 $1.8M
RPg Family Wealth Advisory, LLC 0.40% Reduce -3.4% 33,221 $1.8M
Harvest Investment Services, LLC 0.34% Reduce -5.9% 33,148 $1.8M
Magnus Financial Group LLC 0.14% Add +2.0% 32,766 $1.8M
Prosperity Planning, Inc. 0.66% Add +11.6% 32,760 $1.8M
Colorado Capital Management, Inc. 0.67% Reduce -1.6% 32,636 $1.8M
Mycio Wealth Partners, LLC 0.37% Add +1.3% 32,422 $1.8M
LBJ Family Wealth Advisors, Ltd. 0.96% Reduce -1.4% 31,892 $1.7M
Pinnacle Family Advisors, LLC 0.76% New 31,720 $1.7M
MGB Wealth Management, LLC 0.50% Add +118.1% 31,645 $1.7M
Winter & Associates, Inc. 1.59% — 31,389 $1.7M
Rockland Trust Co. 0.07% Add +0.7% 31,361 $1.7M
Sentinel Trust Co. Lba 0.17% Reduce -0.4% 31,294 $1.7M
Pines Wealth Management, LLC 0.55% Add +2.0% 31,240 $1.7M
Fidelis Capital Partners, LLC 0.12% No change 31,087 $1.7M
Israel Discount Bank of New York 4.62% Reduce -19.4% 31,050 $1.7M
Westshore Wealth, LLC 0.56% Add +14.2% 30,986 $1.7M
Texas Bank & Trust Co 0.61% Reduce -0.2% 30,905 $1.7M
Expressive Wealth LLC 1.82% — 30,808 $1.7M
Sequoia Financial Advisors, LLC 0.01% Add +53.5% 30,799 $1.7M
Clearstead Advisors, LLC 0.02% Reduce -3.7% 30,742 $1.7M
Aegis Wealth Management LLC 0.95% Reduce -21.7% 30,683 $1.7M
Tiemann Investment Advisors, LLC 0.65% Reduce -0.8% 30,675 $1.7M
Invictus Private Wealth, LLC 0.10% Reduce -0.7% 30,408 $1.7M
Wexford Capital LP 0.43% No change 30,297 $1.7M
Insigneo Advisory Services, LLC 0.12% Reduce -9.0% 30,205 $1.7M
Atria Investments, Inc 0.02% Reduce -1.3% 30,038 $1.6M
Truepoint, Inc. 0.04% Reduce -2.5% 29,742 $1.6M
Joel Isaacson & Co., LLC 0.05% Add +54.9% 29,570 $1.6M
Salus Financial Advisors, LLC 0.97% Add +0.8% 29,547 $1.6M
Capital Investment Advisors, LLC 0.02% Reduce -3.8% 29,318 $1.6M
Red Tortoise LLC 0.68% Add +1.4% 29,106 $1.6M
Sollinda Capital Management LLC 0.41% Add +276.3% 28,981 $1.6M
Bar Harbor Wealth Management 0.09% Reduce -0.1% 28,579 $1.6M
Earned Wealth Advisors, LLC 0.11% New 28,492 $1.6M
Schroder Investment Management Group 0.00% Add +30.2% 28,453 $1.6M
Harbor Investment Advisory, LLC 0.12% Add +46.2% 28,157 $1.5M
Obermeyer Wealth Partners 0.07% Reduce -0.4% 27,767 $1.5M
BLB&B Advisors, LLC 0.06% Add +0.6% 27,653 $1.5M
Lakeshore Capital Group, Inc. 1.20% Reduce -0.1% 27,514 $1.5M
Efficient Advisors, LLC 0.09% Reduce -11.3% 27,384 $1.5M
Principal Securities, Inc. 0.02% Add +8.4% 27,226 $1.5M
Lavaca Capital LLC 0.25% No change 27,200 $1.5M
Wesbanco Bank Inc. 0.04% Reduce -4.3% 27,192 $1.5M
Shelton Capital Management 0.03% Add +99.4% 27,166 $1.5M
Argent Trust Co 0.05% Add +1.2% 27,156 $1.5M
Y-Intercept (Hong Kong) Ltd 0.03% No change 27,034 $1.5M
Everstar Asset Management, LLC 0.79% Reduce -36.9% 27,015 $1.5M
First Bank & Trust 0.24% No change 26,947 $1.5M
Farmers Trust Co. 0.24% Reduce -10.7% 26,922 $1.5M
Summit Securities Group LLC 0.26% Reduce -64.6% 26,901 $1.5M
Bulltick Wealth Management, LLC 0.31% Add +0.7% 26,557 $1.5M
Sacks & Associates, LLC 1.06% — 26,389 $1.4M
Paladin Partners, LLC 1.07% — 26,351 $1.4M
Sigma Planning Corp 0.04% Add +18.6% 26,100 $1.4M
Heritage Trust Co 0.15% Reduce -0.4% 26,083 $1.4M
Neuberger Berman Group LLC 0.00% Add +26.4% 26,002 $1.4M
Smith Chas P & Associates Pa Cpas 0.07% No change 26,000 $1.4M
KFA Private Wealth Group, LLC 0.35% Add +4.5% 25,959 $1.4M
Gallacher Capital Management LLC 0.54% Add +479.2% 25,763 $1.4M
Turtle Creek Wealth Advisors, LLC 0.11% No change 25,623 $1.4M
Crescent Grove Advisors, LLC 0.13% Add +0.5% 25,605 $1.4M
HBK Sorce Advisory LLC 0.03% Add +0.1% 23,308 $1.4M
Northwest Wealth Management, LLC 0.22% Reduce -0.4% 25,546 $1.4M
Cyndeo Wealth Partners, LLC 0.08% No change 25,500 $1.4M
Samalin Investment Counsel, LLC 0.50% Reduce -1.3% 25,401 $1.4M
ERn Financial, LLC 0.26% Reduce -3.7% 25,390 $1.4M
WCG Wealth Advisors LLC 0.04% New 25,338 $1.4M
Lyell Wealth Management, LP 0.10% Add +4.7% 25,260 $1.4M
Carret Asset Management, LLC 0.13% Add +1.8% 25,204 $1.4M
Johnson Financial Group, Inc. 0.05% Reduce -16.3% 25,110 $1.4M
Litman Gregory Wealth Management LLC 0.10% Reduce -1.0% 25,086 $1.4M
IFP Advisors, Inc 0.03% Add +20.7% 24,923 $1.4M
Johnson & White Wealth Management, LLC 0.59% Reduce -5.7% 24,863 $1.4M
Simon Quick Advisors, LLC 0.06% Add +1.1% 24,859 $1.4M
Gotham Asset Management 0.00% No change 24,770 $1.4M
PFG Advisors 0.07% Add +72.7% 24,638 $1.3M
Washington Trust Advisors, Inc. 0.10% Reduce -2.6% 24,617 $1.3M
DBK Financial Counsel, LLC 1.03% Reduce -0.3% 24,613 $1.3M
Buck Wealth Strategies, LLC 0.17% Reduce -24.0% 24,595 $1.3M
Clear Harbor Asset Management, LLC 0.09% Add +38.8% 24,543 $1.3M
Capital Analysts, LLC 0.04% Reduce -1.0% 24,439 $1.3M
Signature Estate & Investment Advisors LLC 0.03% Add +0.3% 24,408 $1.3M
Lexington Hill Partners, LLC 1.00% — 24,306 $1.3M
Evanson Asset Management, LLC 0.07% Add +0.0% 24,135 $1.3M
Investment Management Corp. /Va/ 1.10% Add +103.2% 24,035 $1.3M
Founders Grove Wealth Partners, LLC 0.30% Reduce -8.3% 23,978 $1.3M
Newport Capital Group, LLC 0.80% Reduce -1.1% 23,877 $1.3M
Marble Harbor Investment Counsel, LLC 0.14% No change 23,800 $1.3M
Ghe, LLC 0.43% No change 23,481 $1.3M
JMG Financial Group, Ltd. 0.04% Add +14.9% 23,441 $1.3M
Sovereign Financial Group, Inc. 0.23% Add +12.3% 23,364 $1.3M
Highland Capital Management, LLC 0.06% Reduce -8.8% 23,322 $1.3M
B&D White Capital Company, LLC 0.15% No change 23,186 $1.3M
Moneda S.A. Administradora General de Fondos 1.13% Add +54.5% 23,088 $1.3M
Northeast Investment Management 0.05% No change 23,034 $1.3M
Morris Financial Concepts, Inc. 0.44% Reduce -2.6% 23,027 $1.3M
Voya Investment Management LLC 0.00% Add +25.6% 23,021 $1.3M
Virtue Capital Management, LLC 0.19% Reduce -3.0% 22,379 $1.3M
Matisse Capital 0.56% No change 22,990 $1.3M
Mission Wealth Management, LP 0.03% Add +5.1% 22,875 $1.3M
Retirement Income Solutions, Inc. 0.21% Add +24.7% 22,761 $1.2M
Trinity Financial Advisors LLC 0.35% Reduce -4.0% 22,709 $1.2M
New Republic Capital, LLC 0.33% Add +13.2% 22,665 $1.2M
SP Asset Management LLC 0.10% Reduce -12.3% 22,639 $1.2M
NorthRock Partners, LLC 0.02% Reduce -4.7% 22,510 $1.2M
Tocqueville Asset Management L.P. 0.02% No change 22,418 $1.2M
Affiance Financial, LLC 0.20% No change 22,369 $1.2M
Daymark Wealth Partners, LLC 0.04% Add +0.3% 22,233 $1.2M
Pittenger & Anderson Inc. 0.05% Add +1.9% 22,195 $1.2M
Cardiff Park Advisors, LLC 0.10% Reduce -1.4% 22,109 $1.2M
Guidance Capital, Inc. 0.29% Reduce -65.2% 20,553 $1.2M
Dynamic Advisor Solutions LLC 0.04% Reduce -7.7% 22,010 $1.2M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -3.7% 21,912 $1.2M
LaSalle St. Investment Advisors, LLC 0.19% Reduce -5.4% 21,885 $1.2M
Stratos Wealth Advisors, LLC 0.06% Reduce -0.0% 21,788 $1.2M
TD Private Client Wealth LLC 0.03% Add +15.0% 21,741 $1.2M
Hoxton Planning & Management, LLC 0.35% Reduce -0.0% 21,562 $1.2M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -0.3% 21,549 $1.2M
Sterling Investment Advisors, Ltd. 0.22% Add +9.7% 21,445 $1.2M
Tortoise Investment Management, LLC 0.10% Reduce -2.9% 21,407 $1.2M
Bear Mountain Capital, Inc. 0.38% Add +0.2% 20,056 $1.2M
Sonata Capital Group Inc. 0.42% Reduce -1.4% 21,235 $1.2M
Ballast Rock Private Wealth LLC 0.72% — 21,197 $1.2M
Noesis Capital Mangement Corp. 0.17% Add +1.7% 21,126 $1.2M
Glass Jacobson Investment Advisors llc 0.42% Reduce -1.6% 21,095 $1.2M
Avidian Wealth Enterprises, LLC 0.04% Reduce -4.1% 20,915 $1.1M
Osborne Partners Capital Management, LLC 0.06% No change 20,910 $1.1M
Procyon Advisors, LLC 0.06% Reduce -3.4% 20,824 $1.1M
Oakworth Capital, Inc. 0.06% Add +4.2% 20,811 $1.1M
Gladstone Institutional Advisory LLC 0.04% Add +29.8% 20,771 $1.1M
Evolution Wealth Advisors, LLC 0.11% Add +0.0% 20,697 $1.1M
Independent Family Office, LLC 0.47% No change 20,688 $1.1M
Bayban 1.00% — 20,682 $1.1M
Afg Fiduciary Services Limited Partnership 0.68% No change 20,110 $1.1M
Maven Securities LTD 0.14% New 20,563 $1.1M
XML Financial, LLC 0.09% Reduce -1.3% 20,460 $1.1M
M Holdings Securities, Inc. 0.08% New 20,435 $1.1M
Webster Bank, N. A. 0.10% Reduce -1.1% 20,285 $1.1M
Klingman & Associates, LLC 0.05% Reduce -0.9% 20,275 $1.1M
Basecamp Wealth Advisors LLC 0.24% — 20,270 $1.1M
Colony Family Offices, LLC 0.28% No change 20,229 $1.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.3% 20,218 $1.1M
Pacific Financial Group Inc. 0.61% Reduce -3.6% 20,147 $1.1M
Foundations Investment Advisors, LLC 0.01% Reduce -15.5% 20,105 $1.1M
Roble, Belko & Company, Inc 0.14% No change 20,072 $1.1M
Nwam LLC 0.06% Reduce -10.1% 19,447 $1.1M
Orin Green Financial, LLC 0.43% Reduce -1.9% 19,765 $1.1M
International Assets Investment Management, LLC 0.07% Add +7.2% 19,715 $1.1M
St. Louis Trust Co 0.12% No change 19,687 $1.1M
Three Seasons Wealth, LLC 0.10% New 19,589 $1.1M
Ramsay, Stattman, Vela & Price, Inc. 0.19% Reduce -15.5% 19,346 $1.1M
Barometer Capital Management Inc. 0.25% Add +67.6% 11,900 $1.1M
TD Asset Management Inc 0.00% Reduce -4.5% 19,038 $1.0M
Flagship Harbor Advisors, LLC 0.05% Add +1.7% 19,033 $1.0M
Whalerock Point Partners, LLC 0.20% No change 18,986 $1.0M
Kelsey Financial, LLC 0.89% — 18,970 $1.0M
Global Trust Wealth Management LLC 0.76% — 18,853 $1.0M
GTS Securities LLC 0.04% New 18,783 $1.0M
Coign Capital Advisors LLC 0.53% Add +3.5% 18,558 $1.0M
HUB Investment Partners, LLC 0.03% Add +0.2% 18,522 $1.0M
Edgestream Partners, L.P. 0.03% New 18,503 $1.0M
E&G Advisors, LLC 0.23% Add +0.5% 18,435 $1.0M
Certuity, LLC 0.06% Reduce -0.7% 18,374 $1.0M
Vanguard Group Inc. 0.00% Add +0.9% 18,336 $1.0M
NWF Advisory Services Inc. 0.11% Add +5.5% 18,306 $1.0M
BigSur Wealth Management LLC 0.24% No change 18,300 $1.0M
Texas Yale Capital Corp. 0.03% No change 18,259 $999K
Evercore Wealth Management, LLC 0.01% Reduce -3.2% 18,056 $988K
VestGen Advisors, LLC 0.04% Add +25.8% 17,916 $980K
Ridge Creek Global, Inc 0.82% — 17,814 $975K
Envestnet Portfolio Solutions, Inc. 0.00% Add +27.0% 17,658 $966K
Connecticut Wealth Management, LLC 0.04% Reduce -15.7% 17,586 $962K
Quadrant Capital Group LLC 0.03% No change 17,398 $952K
GAMCO Investors 0.01% No change 17,388 $951K
CreativeOne Wealth, LLC 0.02% Reduce -1.9% 17,381 $951K
G&S Capital LLC 0.34% New 17,356 $950K
Tranquilli Financial Advisor LLC 0.55% Reduce -3.2% 17,289 $946K
Sunpointe, LLC 0.31% Reduce -0.9% 17,252 $944K
YHB Investment Advisors, Inc. 0.06% Add +0.1% 17,130 $937K
Bridgewater Advisors Inc. 0.06% No change 16,071 $936K
Signaturefd, LLC 0.01% Reduce -1.0% 17,065 $934K
Rossmore Private Capital 0.08% Reduce -4.4% 17,064 $934K
Wealthspire Retirement, LLC 0.06% Add +5.6% 17,009 $931K
Hudson Portfolio Management LLC 0.80% Add +33.3% 16,970 $928K
DAVENPORT & Co LLC 0.01% Add +2.9% 16,954 $928K
Appleton Partners Inc. 0.06% Reduce -5.9% 16,836 $921K
Pinebridge Investments LLC 0.01% — 16,807 $920K
Natixis 0.00% Reduce -2.2% 16,750 $916K
Arcus Capital Partners, LLC 0.33% Add +0.6% 16,719 $915K
One Wealth Advisors, LLC 0.11% Reduce -2.1% 16,617 $909K
Crestwood Advisors Group, LLC 0.02% Reduce -0.1% 16,615 $909K
Foster & Motley Inc. 0.05% Reduce -60.3% 16,572 $907K
Navellier & Associates Inc. 0.10% Reduce -30.9% 16,545 $905K
Union Bancaire Privee, UBP SA 0.01% Add +2.1% 21,217 $900K
Strid Group, LLC 0.11% Add +0.9% 16,427 $899K
Legacy Capital Group California, Inc. 0.22% Add +0.0% 16,381 $896K
Cedar Wealth Management, LLC 0.27% No change 16,379 $896K
First Manhattan Co. Llc. 0.00% Reduce -0.3% 16,278 $891K
Ascension Capital Advisors, Inc. 0.30% Reduce -89.8% 16,155 $884K
Murphy, Middleton, Hinkle & Parker, Inc. 0.42% Add +191.5% 21,508 $876K
CFS Investment Advisory Services, LLC 0.06% No change 15,990 $875K
Bitterroot Capital Advisors LLC 0.60% — 15,977 $874K
Contravisory Investment Management, Inc. 0.17% Reduce -0.2% 15,969 $874K
TD Waterhouse Canada Inc. 0.01% Reduce -0.7% 15,885 $869K
Fortitude Financial, LLC 0.73% New 15,815 $865K
Pinnacle Wealth Planning Services, Inc. 0.09% Reduce -0.7% 15,815 $865K
Everett Harris & Co. 0.01% Add +0.0% 15,691 $858K
Patriot Investment Management Group, Inc. 0.05% Add +0.1% 15,674 $858K
Stonebridge Capital Advisors LLC 0.06% No change 15,600 $853K
Kingswood Wealth Advisors, LLC 0.04% Add +19.3% 15,552 $851K
Chesapeake Wealth Management 0.25% Add +1.6% 15,545 $850K
Hexagon Capital Partners LLC 0.16% Reduce -5.2% 15,495 $848K
O'shaughnessy Asset Management, LLC 0.00% Add +27.0% 15,489 $847K
Welch & Forbes LLC 0.01% Add +1.3% 15,432 $844K
Running Point Capital Advisors, LLC 0.23% No change 15,418 $844K
IPG Investment Advisors LLC 0.15% Reduce -4.6% 15,410 $843K
Serenity Investment Advisors 0.49% — 14,687 $835K
Lakeridge Wealth Management LLC 0.38% Add +6.8% 15,247 $834K
HORAN Wealth, LLC 0.13% Add +0.9% 15,199 $832K
Prosperity Consulting Group, LLC 0.04% Add +121.9% 15,198 $831K
Hilltop Holdings Inc. 0.05% Reduce -2.4% 15,087 $825K
Donor Advised Charitable Giving, Inc. 0.02% Add +21.1% 15,061 $824K
Bannerman Wealth Management Group, LLC 0.58% Reduce -1.7% 15,023 $822K
Roof Eidam Maycock Peralta, LLC 0.19% No change 14,995 $820K
Franklin, Parlapiano, Turner & Welch, LLC 0.20% No change 14,156 $819K
Lodestar Private Asset Management LLC 0.08% Reduce -5.2% 14,952 $818K
Trust Co. of Vermont 0.03% Add +0.7% 14,825 $811K
Parsons Capital Management Inc. 0.04% Reduce -0.1% 14,731 $806K
Friday Financial 0.28% No change 14,729 $806K
Act Wealth Management, LLC 0.26% Add +27.2% 14,716 $805K
Nomura Asset Management International Inc. 0.00% — 14,720 $805K
SBI Securities Co., Ltd. 0.02% Reduce -17.5% 14,613 $799K
Gambit Capital Management, LLC 0.57% — 14,607 $799K
Rothschild Wealth LLC 0.08% New 14,602 $799K
RPS Advisory Solutions LLC 0.38% New 14,557 $796K
Crabel Capital Management, LLC 0.60% New 14,549 $796K
RiverTree Advisors, LLC 0.51% New 14,542 $796K
Cordgrass Capital Advisors, LLC 0.19% Reduce -31.1% 14,465 $791K
Berman McAleer LLC 0.11% No change 14,420 $789K
TSA Wealth Managment LLC 0.26% Reduce -3.9% 14,395 $788K
Ancora Advisors LLC 0.02% Add +3.9% 14,316 $783K
Trail Ridge Investment Advisors, LLC 0.33% No change 14,226 $778K
Balboa Wealth Partners 0.13% Reduce -2.6% 14,202 $777K
Mayflower Financial Advisors, LLC 0.09% No change 14,199 $777K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Reduce -3.9% 14,194 $777K
Ti-Trust, Inc. 0.48% No change 14,072 $770K
Mirabaud & Cie SA 0.25% Reduce -84.3% 14,050 $769K
Resonant Capital Advisors, LLC 0.04% Add +1.4% 14,036 $768K
Cypress Wealth Services, LLC 0.11% Add +7.9% 14,020 $767K
Silvercrest Asset Management Group LLC 0.01% Add +6.9% 14,017 $767K
CM Wealth Advisors LLC 0.17% Reduce -1.7% 13,996 $766K
GFS Advisors, LLC 0.09% No change 13,900 $760K
Bank of New Hampshire 0.17% Reduce -0.1% 13,893 $760K
Acropolis Investment Management, LLC 0.03% Reduce -0.2% 13,876 $759K
Evelyn Partners Investment Management (Europe) Ltd 0.25% Reduce -3.1% 13,862 $758K
First Citizens Bank & Trust Co. 0.02% Reduce -9.7% 13,830 $757K
Genus Capital Management Inc. 0.09% Reduce -10.6% 13,727 $751K
RiverFront Investment Group, LLC 0.01% No change 13,708 $750K
Haverford Trust Co 0.01% Add +1.5% 13,552 $741K
Redwood Park Advisors LLC 0.50% Add +136.9% 13,542 $741K
Madden Advisory Services, Inc. 0.30% Add +8.5% 13,485 $738K
Davidson Trust Co. 0.31% Reduce -0.6% 13,471 $737K
White Pine Capital LLC 0.20% Add +41.6% 13,438 $735K
Round Rock Advisors LLC 0.11% No change 13,417 $734K
Qtron Investments LLC 0.10% No change 13,400 $733K
Salem Investment Counselors Inc. 0.02% Reduce -5.3% 13,307 $728K
Cooper/Haims Advisors, LLC 0.33% Add +11.8% 13,286 $727K
Taylor & Morgan Wealth Management, LLC 0.41% Add +0.5% 13,248 $725K
Embree Financial Group 0.09% Add +0.6% 13,165 $720K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.16% No change 13,164 $720K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -69.3% 13,126 $718K
WealthShield Partners, LLC 0.08% Reduce -6.6% 13,065 $715K
Canopy Partners, LLC 0.23% No change 13,058 $714K
Cascade Financial Partners, LLC 0.07% No change 12,968 $709K
Pinnacle Bancorp, Inc. 0.21% Add +0.7% 12,935 $708K
Decision Investments, Inc. 0.77% — 12,924 $707K
National Philanthropic Trust 0.01% Reduce -18.5% 12,915 $707K
Vise Technologies, Inc. 0.01% Reduce -60.5% 12,909 $706K
Compagnie Lombard Odier SCmA 0.01% No change 12,762 $698K
McKinley Carter Wealth Services, Inc. 0.04% No change 12,683 $694K
Fonville Wealth Management LLC 0.14% Reduce -0.6% 12,625 $691K
Turim 21 Investimentos Ltda. 0.27% Add +7.6% 12,623 $691K
Parkside Financial Bank & Trust 0.05% Add +3.8% 12,606 $690K
Bluedoor Private Wealth, LLC 0.32% — 12,497 $684K
Chesley Taft & Associates LLC 0.03% Add +28.3% 12,476 $683K
Tran Capital Management, L.P. 0.08% No change 12,475 $683K
W Advisors, LLC 0.34% Reduce -1.2% 12,386 $678K
Waycross Investment Management Co 0.59% New 12,316 $674K
Zions Bancorporation, National Association 0.03% No change 12,300 $673K
Anb Bank 0.27% No change 12,289 $672K
Foster Group, Inc. 0.02% Add +2.3% 12,270 $671K
Canandaigua National Trust Co of Florida 0.42% Add +18.9% 12,269 $671K
Clarkston Capital Partners, LLC 0.02% No change 12,250 $670K
Idaho Trust Co 0.22% Add +138.0% 12,208 $668K
IHT Wealth Management, LLC 0.02% Add +13.0% 12,170 $666K
Integrity Alliance, Llc. 0.02% New 12,160 $665K
Lionsbridge Wealth Management LLC 0.67% Reduce -0.5% 12,153 $665K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -3.0% 12,096 $662K
Rockingstone Advisors LLC 0.30% Add +11.8% 12,080 $661K
Narwhal Capital Management 0.05% No change 12,050 $659K
Park Edge Advisors, LLC 0.15% Add +21.3% 12,025 $658K
DGS Capital Management, LLC 0.11% Reduce -1.3% 12,019 $658K
Orrstown Financial Services Inc. 0.11% Reduce -8.9% 12,000 $657K
Visionary Wealth Advisors 0.03% Reduce -2.2% 11,847 $648K
Bonfire Financial 0.48% Reduce -5.8% 11,828 $647K
Focused Alpha, LLC 0.19% — 11,817 $646K
Aerodigm Wealth, LLC 0.25% Reduce -0.3% 11,805 $646K
Boltwood Capital Management 0.17% Reduce -0.6% 11,798 $645K
1492 Capital Management LLC 0.25% No change 11,777 $644K
James Investment Research, Inc. 0.07% No change 11,729 $642K
Capital Advisors Inc. 0.01% New 11,720 $641K
Cranbrook Wealth Management, LLC 0.13% Reduce -13.4% 11,686 $639K
Betterment LLC 0.00% Add +34.8% 11,649 $637K
Bleakley Financial Group, LLC 0.01% New 11,624 $636K
Trust Co 0.06% Reduce -18.7% 11,615 $635K
Revolve Wealth Partners, LLC 0.07% Reduce -2.4% 11,574 $633K
PKS Advisory Services, LLC 0.14% Reduce -3.0% 11,505 $629K
Crusonia Wealth Advisors LLC 0.14% — 11,483 $628K
Sovran Advisors, LLC 0.05% Add +2.1% 10,793 $627K
Waddell & Associates, LLC 0.04% No change 11,390 $623K
Brand Asset Management Group, Inc. 0.17% Reduce -9.7% 11,316 $619K
Element Wealth, LLC 0.25% Reduce -3.3% 11,243 $615K
Nixon Peabody Trust Co. 0.05% No change 11,200 $613K
Wedbush Securities Inc. 0.02% Add +100.9% 11,185 $612K
Boyum Wealth Architects LLC 0.28% Reduce -11.9% 10,317 $609K
Debussy Capital Management LP 0.08% Add +1.7% 11,128 $609K
Burney Co./ 0.02% Add +0.4% 11,086 $607K
Saxon Interests, Inc. 0.21% Add +14.7% 11,082 $606K
American Investment Services, Inc. 0.14% Reduce -5.9% 11,019 $603K
BFI Infinity Ltd. 0.37% Reduce -18.2% 11,000 $602K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.09% Add +9.0% 10,900 $596K
Evolve Private Wealth, LLC 0.04% — 10,883 $595K
Conservest Capital Advisors, Inc. 0.05% Reduce -1.7% 10,866 $594K
Savvy Advisors, Inc. 0.02% Add +24.0% 10,849 $594K
Asempa Wealth Advisors 0.51% — 10,831 $593K
ShoreHaven Wealth Partners, LLC 0.21% No change 10,828 $592K
City National Bank of Florida 0.39% Reduce -48.6% 10,817 $592K
Alexander Randolph Advisory, Inc. 0.49% Add +16.6% 10,726 $587K
Victory Financial Group, LLC 0.07% Add +182.1% 10,693 $585K
Westmount Partners, LLC 0.15% Reduce -2.3% 10,639 $582K
Wellington Management Group LLP 0.00% Reduce -15.0% 10,597 $580K
Arlington Trust Co LLC 0.06% New 10,571 $578K
Ramsey Quantitative Systems 0.53% New 6,000 $578K
Catalyst Financial Partners LLC 0.06% No change 10,557 $578K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -7.6% 10,517 $575K
Cornerstone Wealth Group, LLC 0.04% Add +22.6% 10,503 $575K
GWN Securities Inc. 0.12% Add +18.6% 10,489 $574K
FourThought Financial Partners, LLC 0.05% Reduce -1.6% 10,451 $572K
Fortis Group Advisors, LLC 0.10% Reduce -1.6% 9,653 $570K
Syntax Research, Inc. 0.35% Add +1.4% 10,418 $570K
Sunflower Bank, N.A. 0.14% No change 10,400 $569K
North Star Investment Management Corp. 0.04% Add +1.4% 10,387 $568K
Novak & Powell Financial Services, Inc. 0.29% Add +85.7% 9,329 $565K
Kagan Cocozza Asset Management 0.40% Reduce -3.1% 10,254 $561K
Lanark Financial, Inc. 0.04% Add +1.2% 10,199 $558K
Missouri Trust & Investment Co 0.16% Reduce -0.1% 10,190 $557K
Powell Investment Advisors, LLC 0.19% Add +1.1% 10,131 $554K
Ticino Wealth 0.21% — 10,112 $553K
Strategic Blueprint, LLC 0.03% Reduce -14.2% 10,038 $549K
Winthrop Partners - WNY, LLC 0.30% — 10,037 $549K
CogentBlue Wealth Advisors, LLC 0.37% Reduce -0.2% 10,025 $548K
Adell Harriman & Carpenter Inc. 0.03% Reduce -3.6% 10,021 $548K
EverSource Wealth Advisors, LLC 0.02% Add +187.5% 10,018 $548K
Systematic Alpha Investments, LLC 0.02% No change 10,018 $548K
LJI Wealth Management, LLC 0.08% No change 10,012 $548K
Aptus Capital Advisors, LLC 0.00% Add +0.0% 10,011 $548K
K.J. Harrison & Partners Inc 0.07% No change 10,000 $547K
Horst & Graben Wealth Management LLC 0.08% Add +0.0% 9,992 $547K
Virtue Asset Management LLC 0.44% Add +9.3% 9,976 $546K
SB Capital Management Inc 0.20% — 9,918 $543K
Croban 0.26% Reduce -74.1% 9,914 $542K
Sax Wealth Advisors, LLC 0.03% Add +0.3% 9,901 $542K
Breachway Investments LLC 0.57% — 9,881 $541K
Jump Financial, LLC 0.01% New 9,861 $539K
Intellectus Partners, LLC 0.10% Add +0.1% 9,842 $538K
Adirondack Capital Advisors, LLC 0.36% — 9,835 $538K
Elevation Wealth Partners, LLC 0.19% No change 9,831 $538K
TrinityBridge Ltd 0.01% No change 9,780 $535K
Edge Financial Advisors LLC 0.22% Add +1.2% 9,752 $534K
Caprock Group, LLC 0.01% Add +0.3% 9,727 $532K
Credit Industriel Et Commercial 0.12% Reduce -48.0% 9,660 $528K
Morton Capital Management LLC 0.08% No change 9,631 $527K
Rainier Family Wealth Inc. 0.40% Add +1.0% 9,592 $525K
Ascent Group, LLC 0.02% Reduce -3.7% 9,576 $524K
Argyle Capital Partners, LLC 0.38% Reduce -19.5% 9,568 $523K
Florida Financial Advisors, LLC 0.14% New 9,545 $522K
Sage Financial Management Group, Inc. 0.16% No change 9,527 $521K
Easterly Investment Partners LLC 0.03% No change 9,408 $515K
Titleist Asset Management, LLC 0.04% No change 9,352 $512K
Aua Capital Management, LLC 0.26% No change 9,321 $510K
Stordahl Capital Management, Inc. 0.10% Add +4.0% 9,317 $510K
BlueChip Wealth Advisors LLC 0.21% Add +106.2% 9,301 $509K
Oarsman Capital, Inc. 0.07% Add +46.2% 9,219 $504K
Blue Line Capital, LLC / IL 0.59% — 9,168 $502K
Pandora Wealth, Inc. 0.30% Reduce -5.7% 9,093 $497K
Diversified Portfolios, Inc. 0.04% Reduce -16.4% 9,044 $495K
AlphaCore Capital LLC 0.01% Add +144.1% 9,034 $494K
Signal Advisors Wealth, LLC 0.04% Add +41.7% 9,031 $494K
Endowment Wealth Management, Inc. 0.23% Reduce -78.4% 8,995 $492K
Argent Advisors, Inc. 0.14% No change 8,950 $490K
Thrive Wealth Management, LLC 0.07% Reduce -11.2% 8,927 $488K
Compound Planning, Inc. 0.01% Add +66.5% 8,926 $488K
Diversified Trust Co. 0.01% No change 8,916 $488K
O'ROURKE & COMPANY, Inc 0.19% Add +9.8% 8,905 $487K
Gilliland Jeter Wealth Management LLC 0.15% Add +1.4% 8,841 $484K
One Capital Management, LLC 0.01% New 8,775 $480K
Cary Street Partners Financial LLC 0.01% Add +5.4% 8,768 $480K
HighRoad Wealth Advisors, LLC 0.45% — 8,709 $476K
180 Wealth Advisors, LLC 0.05% Add +0.3% 8,674 $475K
Collective Family Office LLC 0.11% No change 8,669 $474K
REDW Wealth LLC 0.18% No change 8,656 $474K
Sage Capital Advisors,llc 0.11% Add +0.2% 8,633 $472K
Canal Capital Management, LLC 0.07% Reduce -4.2% 8,622 $472K
Trust Co. of Oklahoma 0.14% No change 8,600 $471K
WASHINGTON TRUST Co 0.02% No change 8,599 $470K
Sightline Wealth Advisors, LLC 0.20% Add +1.4% 8,590 $470K
Advisor OS, LLC 0.04% Add +1.3% 8,590 $470K
PACK Private Wealth, LLC 0.21% No change 8,575 $469K
Shared Vision Wealth Group LLC 0.19% No change 7,922 $469K
URS Advisory LLC 0.39% — 8,532 $467K
Summit Financial Strategies, Inc. 0.04% No change 8,516 $466K
Rebalance, LLC 0.03% No change 8,505 $465K
First Nebraska Trust Co 0.04% New 8,500 $465K
MFA Wealth Services 0.31% Reduce -1.7% 8,488 $464K
National Bank of Canada 0.00% Reduce -99.6% 8,438 $462K
HM Payson & Co. 0.01% Add +3.7% 8,429 $461K
Private Wealth Advisors, LLC 0.17% Reduce -9.4% 8,421 $461K
Independent Solutions Wealth Management, LLC 0.08% New 8,405 $460K
HCR Wealth Advisors 0.05% No change 8,403 $460K
Well Done, LLC 0.07% Add +43.7% 8,401 $460K
Chapin Davis, Inc. 0.11% Add +0.1% 8,399 $460K
Private Trust Co. NA 0.04% Reduce -53.5% 8,376 $458K
Greenup Street Wealth Management LLC 0.07% Reduce -0.4% 8,345 $457K
Winthrop Capital Management, LLC 0.11% Reduce -9.6% 8,333 $456K
Luts & Greenleigh Group, Inc. 0.38% Reduce -3.8% 8,266 $452K
Great Valley Advisor Group, Inc. 0.01% Add +40.4% 8,230 $450K
Key Financial Inc 0.08% Reduce -2.1% 8,206 $449K
Bedel Financial Consulting, Inc. 0.05% No change 8,153 $446K
JDM Financial Group LLC 0.17% Reduce -1.4% 8,144 $446K
Norden Group LLC 0.04% Reduce -73.3% 8,133 $445K
First Horizon Corp. 0.02% Reduce -1.5% 8,093 $443K
Fairway Wealth LLC 0.12% Add +20.1% 304,839 $443K
David J Yvars Group 0.24% Add +26.1% 8,065 $441K
Vawter Financial, Ltd. 0.19% Reduce -3.0% 8,062 $441K
Indiana Trust & Investment Management Co 0.13% No change 8,056 $441K
BlackDiamond Wealth Management, LLC 0.21% Add +13.3% 7,273 $440K
Discipline Wealth Solutions, LLC 0.08% Reduce -21.5% 8,025 $439K
Capital Square, LLC 0.22% Add +27.3% 8,022 $439K
TAGStone Capital, Inc. 0.16% Add +1.4% 7,996 $437K
PFG Investments, LLC 0.02% Add +2.8% 7,971 $436K
Moss Adams Wealth Advisors LLC 0.03% No change 7,942 $435K
Flputnam Investment Management Co. 0.01% Add +17.7% 7,924 $434K
Empirical Asset Management, LLC 0.12% Add +0.2% 7,897 $432K
Banque Transatlantique SA 0.01% Add +78.1% 7,656 $431K
Brown Brothers Harriman & Co. 0.00% Add +23.3% 7,862 $430K
Intrua Financial, LLC 0.05% Reduce -0.2% 7,859 $430K
Triad Wealth Partners, LLC 0.04% Reduce -25.7% 7,854 $430K
First National Bank Sioux Falls 0.13% No change 7,839 $429K
Gibson Capital, LLC 0.08% No change 7,820 $428K
Ironwood Financial, llc 0.07% Reduce -7.2% 7,366 $427K
Hardin Capital Partners, LLC 0.20% Add +0.2% 7,749 $424K
Inscription Capital, LLC 0.04% No change 7,745 $424K
Mgo One Seven LLC 0.01% Add +28.3% 7,641 $418K
Prairieview Wealth Partners, LLC 0.38% Reduce -1.3% 7,628 $417K
Essex Financial Services, Inc. 0.02% Add +16.0% 7,611 $416K
CFG Wealth Management Services, Inc. 0.39% — 7,579 $415K
Cookson Peirce & Co. Inc. 0.02% Add +3.6% 7,535 $412K
Prime Capital Investment Advisors, LLC 0.01% Add +7.7% 7,491 $410K
Eclectic Associates Inc. 0.06% New 7,483 $409K
Crumly & Associates Inc. 0.09% Add +22.8% 7,458 $408K
Maryland Capital Advisors Inc. 0.14% Reduce -8.2% 7,445 $407K
American Trust 0.03% Reduce -7.6% 7,424 $406K
Discovery Capital Management, LLC / CT 0.02% Reduce -50.8% 7,405 $405K
Hyundai Investments Co., Ltd. 0.39% New 7,377 $405K
Piscataqua Savings Bank 0.28% Add +406.9% 7,400 $405K
Trivium Point Advisory, LLC 0.04% Add +1.4% 7,383 $404K
Apella Capital, LLC 0.01% New 7,380 $404K
Clark Asset Management, LLC 0.04% Add +19.1% 7,353 $402K
Smith & Howard Wealth Management, LLC 0.09% Reduce -0.8% 7,337 $401K
Security Financial Services, INC. 0.06% Reduce -2.4% 7,315 $400K
Aspen Capital Management, LLC 0.10% No change 7,314 $400K
CSM Advisors, LLC 0.01% New 7,300 $399K
MMBG Investment Advisors Co. 0.03% No change 7,275 $398K
Cadence Wealth Management LLC 0.19% Reduce -51.7% 7,248 $397K
Toth Financial Advisory Corp. 0.04% Reduce -1.2% 7,242 $396K
Ami Investment Management Inc. 0.09% No change 7,224 $395K
Wealth Forward, LLC 0.22% No change 7,214 $395K
SOL Capital Management CO 0.04% No change 7,200 $394K
Snowden Capital Advisors LLC 0.01% No change 7,193 $394K
North Berkeley Wealth Management, LLC 0.23% Add +49.7% 7,180 $393K
Pettinga Financial Advisors LLC 0.07% Add +65.8% 7,178 $393K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -4.9% 7,162 $392K
Beacon Financial Group 0.04% No change 7,152 $391K
Arax Advisory Partners 0.01% New 7,108 $389K
Assetmark, Inc. 0.00% Reduce -20.5% 7,098 $388K
Triangle Securities Wealth Management 0.08% Reduce -4.1% 7,056 $386K
Kovack Advisors, Inc. 0.02% Add +45.4% 7,051 $386K
Rokos Capital Management LLP 0.01% Reduce -61.9% 7,035 $385K
Venturi Wealth Management, LLC 0.02% Reduce -41.5% 7,028 $384K
Rik Saylor Financial, Inc. 0.28% Reduce -15.7% 7,024 $384K
Trust Co. of Toledo NA 0.04% No change 6,991 $382K
Sierra Capital LLC 0.04% Add +5.3% 6,991 $382K
Reflection Asset Management 0.27% — 6,721 $381K
Ameritas Advisory Services, LLC 0.01% Reduce -12.5% 6,947 $380K
Peterson Wealth Advisors, LLC 0.05% Add +1.4% 6,935 $379K
Nicolet Advisory Services, LLC 0.03% Add +2.9% 6,516 $378K
GW&K Investment Management, LLC 0.00% Add +4.5% 6,898 $377K
Palumbo Wealth Management LLC 0.09% New 6,888 $377K
Perennial Investment Advisors, LLC 0.03% Add +3.0% 6,886 $377K
Courier Capital LLC 0.02% No change 6,879 $376K
Monetary Management Group Inc. 0.09% No change 6,840 $374K
Matrix Private Capital Group LLC 0.19% No change 6,815 $373K
Stephenson & Company, Inc. 0.20% No change 6,794 $372K
Facet Wealth, Inc. 0.01% New 6,106 $371K
Jeppson Wealth Management, LLC 0.12% No change 6,765 $370K
JTC Employer Solutions Trustee Ltd 0.02% No change 6,718 $367K
Cornerstone Wealth Advisors, Inc. 0.09% Reduce -0.4% 6,695 $366K
Vermillion Wealth Management, Inc. 0.15% Add +4.3% 6,651 $364K
Greenspring Advisors, LLC 0.02% New 6,641 $363K
Archford Capital Strategies, LLC 0.04% Add +2.3% 6,586 $360K
CGC Financial Services, LLC 0.10% No change 6,582 $360K
Western Wealth Management, LLC 0.02% Add +46.7% 6,581 $360K
Patten & Patten Inc. 0.02% Reduce -2.2% 6,560 $359K
Brookstone Capital Management 0.00% Add +2.0% 6,466 $354K
Genesis Financial Group, LLC 0.21% — 6,465 $354K
Griffin Asset Management, Inc. 0.04% Reduce -3.6% 6,426 $352K
DDFG, Inc 0.08% Reduce -3.9% 6,375 $349K
Nest Investments, LLC 0.29% — 6,371 $349K
TFB Advisors LLC 0.10% Add +57.1% 6,365 $348K
Indivisible Partners 0.04% — 6,340 $347K
Zhang Financial LLC 0.01% New 6,331 $346K
Cim, LLC 0.05% Add +3.0% 6,326 $346K
Atlantic Edge Private Wealth Management, LLC 0.09% No change 6,310 $345K
Forum Private Client Group LLC 0.12% Add +0.2% 6,308 $345K
Fort Washington Investment Advisors Inc. 0.00% Reduce -0.5% 6,291 $344K
Sage Rhino Capital LLC 0.07% Add +0.1% 6,291 $344K
Pennington Partners & Co., LLC 0.14% Add +3.4% 6,287 $344K
Hurley Capital, LLC 0.19% Add +0.8% 6,286 $344K
Parthenon LLC 0.04% No change 6,276 $343K
Tsfg, LLC 0.05% Add +0.1% 6,247 $342K
Byrne Financial Freedom, LLC 0.16% Add +4.0% 6,248 $342K
Courage Miller Partners, LLC 0.10% Reduce -0.2% 6,238 $341K
Dearborn Partners LLC 0.02% No change 6,233 $341K
Topel & Distasi Wealth Management, LLC 0.17% Reduce -3.6% 6,231 $341K
Proffitt & Goodson Inc. 0.05% No change 6,222 $340K
Acorn Financial Advisory Services Inc. 0.05% Add +5.4% 6,204 $339K
Frederick Financial Consultants, LLC 0.19% No change 6,202 $339K
Jaffetilchin Investment Partners, LLC 0.02% New 6,196 $339K
17 Capital Partners, LLC 0.18% Reduce -3.6% 6,195 $339K
Retirement Planning Co of New England, Inc. 0.14% Add +1.1% 6,157 $337K
Harbour Capital Advisors, LLC 0.07% No change 5,984 $337K
Partners in Financial Planning 0.06% Add +14.6% 6,131 $335K
Eagle Rock Investment Company, LLC 0.05% Reduce -22.4% 6,063 $332K
Evernest Financial Advisors, LLC 0.07% Reduce -47.1% 5,460 $330K
Prelude Capital Management, LLC 0.02% Reduce -36.6% 6,000 $328K
Douglass Winthrop Advisors, LLC 0.01% No change 6,000 $328K
Chemistry Wealth Management LLC 0.06% Reduce -16.1% 5,991 $328K
Empower Advisory Group, LLC 0.00% Reduce -36.3% 5,989 $328K
Atlantic Union Bankshares Corp 0.01% No change 5,987 $328K
Focus Financial Network, Inc. 0.01% Add +9.5% 5,986 $328K
5T Wealth, LLC 0.13% Add +5.6% 5,985 $327K
LCNB Corp. 0.11% No change 5,966 $326K
Rothschild Investment LLC 0.02% No change 5,944 $325K
Avior Wealth Management, LLC 0.01% Reduce -14.8% 5,934 $325K
CVA Family Office, LLC 0.04% No change 5,926 $324K
GHP Investment Advisors, Inc. 0.01% Add +0.2% 5,922 $324K
Savior LLC 1.17% New 5,910 $323K
SOA Wealth Advisors, LLC. 0.05% Reduce -2.5% 5,889 $322K
MCF Advisors LLC 0.02% Add +9.4% 5,875 $321K
Peak Asset Management, LLC 0.05% No change 5,865 $321K
Mosley Wealth Management 0.15% — 5,873 $320K
Tradition Wealth Management, LLC 0.02% No change 5,836 $319K
Beacon Bank & Trust 0.06% Reduce -6.0% 5,795 $317K
Greenwich Wealth Management LLC 0.01% Add +20.8% 5,800 $317K
Dunhill Financial, LLC 0.10% Add +1211.0% 5,742 $314K
Wealth Dimensions Group, Ltd. 0.06% Reduce -5.9% 5,738 $314K
Sigma Investment Counselors Inc. 0.02% Add +1.3% 5,693 $311K
Walkner Condon Financial Advisors LLC 0.04% Reduce -2.4% 5,690 $311K
Flagstar Securities, Inc. 0.10% New 5,677 $311K
First Bancorp, Inc 0.16% No change 5,639 $309K
Frisch Financial Group, Inc. 0.07% Add +1.2% 5,638 $308K
Hoey Investments, Inc. 0.04% Reduce -6.7% 5,637 $308K
Gibbs Wealth Management 0.07% New 5,377 $307K
Sovereign Investment Advisors, LLC 0.08% New 5,601 $306K
Aprio Wealth Management, LLC 0.02% Add +0.4% 5,586 $306K
Sentry LLC 0.08% Reduce -0.0% 5,563 $304K
Braun-Bostich & Associates Inc. 0.19% Reduce -12.4% 5,556 $304K
Van Hulzen Asset Management, LLC 0.02% Add +3.8% 5,531 $303K
1832 Asset Management L.P. 0.00% New 5,518 $302K
Consilium Wealth Advisory, LLC 0.11% No change 5,500 $301K
Noble Family Wealth, LLC 0.06% No change 5,500 $301K
Kraematon Investment Advisors, Inc. 0.24% Add +1.2% 5,471 $299K
Live Oak Private Wealth LLC 0.04% No change 5,453 $298K
Aznar Financial Advisors, LLC 0.29% — 5,450 $298K
Wernau Asset Management Inc. 0.30% No change 5,440 $298K
HighPoint Advisor Group LLC 0.01% New 5,436 $297K
Diversified Management Inc. 0.07% — 5,433 $297K
Kanawha Capital Management LLC 0.02% Reduce -0.5% 5,414 $296K
BCS Wealth Management 0.03% New 5,376 $294K
Accelerate Investment Advisors LLC 0.20% No change 5,340 $292K
Cape Cod Five Cents Savings Bank 0.03% No change 6,330 $290K
AdvisorNet Financial, Inc 0.02% Add +38.8% 5,301 $290K
Vigilare Wealth Management 0.10% Reduce -41.6% 5,292 $290K
LMG Wealth Partners, LLC 0.05% Reduce -31.1% 5,274 $289K
Ascentis Independent Advisors 0.05% Add +4.4% 5,272 $288K
Marion Wealth Management 0.06% No change 4,877 $288K
QRG Capital Management, Inc. 0.00% Reduce -23.6% 5,248 $287K
Strong Retirement Solutions LLC 0.19% — 5,227 $286K
Choate Investment Advisors 0.01% No change 5,222 $286K
Koshinski Asset Management, Inc. 0.02% Add +1.1% 5,221 $286K
Impact Capital Partners LLC 0.08% Add +2.7% 5,209 $285K
SageView Advisory Group, LLC 0.01% No change 5,207 $285K
Baldwin Wealth Partners LLC 0.02% New 5,179 $283K
FDx Advisors, Inc. 0.14% Reduce -3.5% 5,162 $282K
Truefg, LLC 0.08% Add +2.4% 5,150 $282K
Summit Financial, LLC 0.00% New 5,150 $282K
Simplicity Wealth,LLC 0.02% Reduce -78.1% 5,141 $281K
MBL Wealth, LLC 0.02% New 5,103 $279K
1834 Investment Advisors Co. 0.04% No change 5,100 $279K
Global Strategic Investment Solutions, LLC 0.03% Add +1.4% 5,092 $279K
Alpha Omega Wealth Management LLC 0.05% Reduce -0.5% 5,082 $278K
Altman Advisors, Inc. 0.10% Add +0.5% 5,075 $278K
1900 Wealth Management LLC 0.02% Reduce -2.8% 5,059 $277K
Note Advisors, LLC 0.14% Reduce -1.5% 4,745 $276K
Noble Wealth Management PBC 0.14% Reduce -6.5% 5,050 $276K
Evelyn Partners Investment Management LLP 0.01% No change 5,050 $276K
Private Wealth Management Group, LLC 0.07% Reduce -0.9% 5,017 $274K
Gill Capital Partners, LLC 0.08% Add +1.8% 5,013 $274K
Main Management LLC 0.02% No change 5,000 $274K
Nano Cap New Millennium Growth Fund L P 0.23% — 5,000 $274K
Cottage Street Advisors LLC 0.12% New 5,000 $274K
Searle & Co. 0.07% Reduce -50.4% 5,000 $274K
Old Second National Bank of Aurora 0.05% No change 4,969 $272K
Waterford Advisors, LLC 0.11% No change 4,967 $272K
Brooklyn Investment Group 0.01% New 4,967 $271K
Private Wealth Group, LLC 0.13% No change 4,960 $271K
Cardinal Point Capital Management ULC 0.02% No change 4,950 $271K
Praetorian Wealth Management, Inc. 0.05% New 4,920 $269K
Jacobs Equity LLC 0.26% — 4,900 $268K
Van Cleef Asset Management,Inc 0.03% New 4,867 $266K
Dentgroup LLC 0.18% No change 4,817 $264K
Corundum Trust Company, INC 0.60% No change 4,810 $263K
Transcendent Capital Group LLC 0.12% Add +0.2% 4,801 $263K
Windsor Capital Management, LLC 0.08% Reduce -20.2% 4,783 $262K
Valtinson Bruner Financial Planning LLC 0.07% Reduce -2.3% 4,767 $261K
Berkeley Capital Partners, LLC 0.06% Add +3.3% 4,762 $261K
SeaCrest Wealth Management, LLC 0.03% Add +0.1% 4,581 $260K
Core Wealth Advisors, Inc. 0.07% New 4,753 $260K
United Asset Strategies, Inc. 0.02% Reduce -8.1% 4,752 $260K
Financial Advisory Corp 0.04% Add +0.0% 4,702 $257K
Wagner Wealth Management, Corp 0.25% — 4,701 $257K
Hedges Asset Management LLC 0.18% No change 4,700 $257K
Stillwater Capital Advisors, LLC 0.03% Reduce -10.8% 4,695 $257K
Eastern Bank 0.00% No change 4,690 $257K
Cape Ann Savings Bank 0.13% Add +15.0% 4,687 $256K
Atwood & Palmer Inc. 0.01% No change 4,623 $253K
Keebeck Wealth Management 0.03% No change 4,613 $252K
Union Savings Bank 0.11% — 4,609 $252K
Investment Advisory Group, LLC 0.06% Reduce -2.2% 4,558 $249K
Carrera Capital Advisors 0.04% Add +6.8% 4,529 $248K
Thomasville National Bank 0.02% No change 4,522 $247K
Citizens Business Bank 0.04% Reduce -0.4% 4,518 $247K
Key Client Fiduciary Advisors, LLC 0.09% Add +2.2% 4,507 $247K
Battery Global Advisors, LLC 0.11% Add +5172.7% 1,740 $246K
Hegarty Advisors, LLC 0.21% — 4,489 $246K
Hills Bank & Trust Co 0.01% No change 4,479 $245K
Fiduciary Financial Group, LLC 0.03% Reduce -0.0% 4,473 $245K
Leo Wealth, LLC 0.02% Add +1.2% 4,451 $244K
Up Strategic Wealth Investment Advisors LLC 0.18% Reduce -3.8% 4,050 $243K
Polaris Investment Advisors, LLC 0.17% — 4,426 $242K
Alesco Advisors, LLC, An ESL Co 0.01% No change 4,415 $242K
Marex Group Ltd 0.00% New 4,404 $241K
Jackson Hole Capital Partners, LLC 0.04% No change 4,392 $240K
W1M Asset Management Ltd 0.00% New 4,368 $239K
Destiny Wealth Partners, LLC 0.03% No change 4,017 $238K
SFG Wealth Management, LLC. 0.09% No change 4,344 $238K
Saxony Capital Management, LLC 0.14% Reduce -88.9% 4,275 $234K
UMB Bank, n.a. 0.00% Add +8.0% 4,271 $234K
Wealth Alliance, LLC 0.02% New 4,246 $232K
Mechanics Bank Trust Department 0.03% New 4,246 $232K
Kickstand Ventures, Llc. 0.05% Reduce -5.5% 4,228 $231K
Creekside Partners 0.10% No change 4,204 $230K
Renaissance Technologies 0.00% Reduce -81.6% 4,200 $230K
Jupiter Wealth Management LLC 0.10% No change 3,775 $230K
Mayfair Advisory Group, LLC 0.09% Add +1.4% 4,072 $229K
Sageworth Trust Co 0.01% Reduce -7.0% 4,186 $229K
CX Institutional 0.01% Reduce -1.5% 4,193 $229K
IFG Advisors, LLC 0.04% Add +1.2% 4,171 $228K
Circle Wealth Management, LLC 0.00% New 4,159 $228K
Shepherd Street Advisors LLC 0.22% — 4,151 $227K
Patten Group, Inc. 0.04% New 4,136 $226K
Bravias Capital Group, LLC 0.14% No change 4,128 $226K
August Group Capital Ltd 0.25% — 4,119 $225K
Forteris Wealth Management Inc. 0.22% — 4,117 $225K
TRUE Private Wealth Advisors 0.02% No change 4,101 $224K
Minot DeBlois Advisors LLC 0.20% No change 4,100 $224K
Park Square Financial Group, LLC 1.33% Add +16628.1% 5,353 $224K
Dynamic Financial Group 0.19% Add +6.4% 4,085 $223K
Money Concepts Capital Corp. 0.01% Add +8.2% 4,074 $223K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 4,051 $222K
Cahill Financial Advisors Inc. 0.02% Add +6.1% 4,048 $221K
William Howard & Co Financial Advisors Inc 0.19% Reduce -0.1% 4,048 $221K
Hiley Hunt Wealth Management 0.10% Add +1.4% 4,043 $221K
Shufro Rose & Co. LLC 0.01% New 4,039 $221K
Diversify Wealth Management, LLC 0.01% New 3,835 $221K
New Hampshire Trust 0.04% Reduce -52.8% 4,026 $220K
Leisure Capital Management 0.07% No change 4,025 $220K
Friedenthal Financial 0.11% Reduce -1.2% 4,019 $220K
Retirement Planning Group, LLC 0.01% Add +0.1% 4,012 $219K
MRP Capital Investments, LLC 0.18% Add +33.3% 4,000 $219K
Argentarii, LLC 0.07% New 4,000 $219K
Maia Wealth LLC 0.04% New 3,595 $219K
Surience Private Wealth LLC 0.25% New 3,985 $218K
Larson Financial Group LLC 0.01% Add +0.8% 3,962 $217K
Concord Wealth Partners 0.03% Reduce -18.3% 3,960 $217K
GC Wealth Management RIA, LLC 0.01% New 3,942 $216K
Monarch Capital Management Inc. 0.05% No change 3,925 $215K
Harold Davidson & Associates Inc. 0.09% No change 3,905 $214K
Pinnacle Associates Ltd. 0.00% Reduce -4.5% 3,896 $213K
Beacon Bridge Wealth Partners, LLC 0.07% Reduce -14.8% 3,887 $213K
Arbor Trust Wealth Advisors, LLC 0.09% New 3,885 $213K
Marathon Strategic Advisors, LLC 0.16% No change 3,853 $211K
TKG Advisors, LLC 0.09% New 3,850 $211K
Carnegie Investment Counsel 0.00% Reduce -5.5% 3,845 $210K
CENTRAL TRUST Co 0.00% No change 3,844 $210K
Strategic Investment Advisors / MI 0.02% Add +1693.5% 3,838 $210K
Clearstead Trust, LLC 0.03% No change 3,830 $210K
Trace Wealth Advisors, LLC 0.15% No change 3,825 $209K
Silver Oak Securities, Incorporated 0.01% Add +2.4% 3,813 $209K
Midwest Financial Partners Investments, Inc. 0.12% — 3,787 $207K
Financial Guidance Group, Inc. 0.08% No change 3,777 $207K
Macroview Investment Management LLC 0.14% Reduce -4.0% 3,726 $204K
Davis R M Inc. 0.00% New 3,716 $203K
MainStreet Investment Advisors LLC 0.03% Reduce -5.7% 3,705 $203K
Lodestone Wealth Management LLC 0.08% New 3,684 $202K
Moors & Cabot, Inc. 0.01% New 3,663 $200K
Banque Cantonale Vaudoise 0.01% No change 3,656 $200K
Wealth Preservation Advisors, LLC 0.10% No change 3,618 $198K
Murphy & Mullick Capital Management Corp 0.14% Add +0.3% 3,601 $197K
Oxford Financial Group, LTD. LLC 0.01% Add +14.0% 3,528 $193K
Ritter Daniher Financial Advisory LLC / DE 0.03% No change 3,470 $190K
Cordant, Inc. 0.08% No change 3,375 $185K
Hazlett, Burt & Watson, Inc. 0.06% Add +5.3% 3,388 $184K
Mascoma Wealth Management LLC 0.04% Add +0.2% 3,277 $179K
Breakwater Investment Management 0.06% Reduce -9.1% 3,274 $179K
Proathlete Wealth Management LLC 0.05% Reduce -18.5% 3,260 $178K
SouthState Bank Corp 0.01% Add +249.2% 3,167 $173K
2UniFi Bank 0.08% Add +14.3% 3,127 $171K
Copia Wealth Management 0.12% Reduce -3.7% 3,085 $169K
Russell Investments Group, Ltd. 0.00% Reduce -45.1% 3,077 $168K
Quintet Private Bank (Europe) S.A. 0.01% No change 3,075 $168K
American National Bank & Trust 0.02% No change 2,964 $162K
Sage Mountain Advisors LLC 0.01% Reduce -47.2% 2,901 $159K
Thompson Investment Management, Inc. 0.02% No change 2,820 $154K
Robinswood Financial LLC 0.05% No change 2,789 $153K
Cherry Tree Wealth Management, LLC 0.03% No change 2,689 $147K
Topsail Wealth Management, LLC 0.02% No change 2,652 $145K
Montag A & Associates Inc. 0.01% New 2,645 $145K
Hilltop National Bank 0.03% No change 2,640 $144K
FAS Wealth Partners, Inc. 0.01% Add +7.8% 2,601 $142K
Sound Income Strategies, LLC 0.01% Add +61.3% 2,381 $138K
Winch Advisory Services, LLC 0.03% Reduce -26.0% 2,450 $134K
First United Bank & Trust 0.04% No change 2,415 $132K
Pin Oak Investment Advisors Inc. 0.09% No change 2,183 $131K
Westfuller Advisors, LLC 0.05% Add +1.4% 2,375 $130K
Kohmann Bosshard Financial Services, LLC 0.01% New 2,364 $129K
Cary Street Partners Investment Advisory LLC 0.03% Add +389.4% 2,305 $126K
1620 Investment Advisors, Inc. 0.08% Reduce -6.2% 2,270 $124K
Ameliora Wealth Management Ltd. 0.04% No change 2,256 $123K
Elyxium Wealth, LLC 0.03% New 2,252 $123K
City State Bank 0.03% No change 2,230 $122K
WHI TRUST Co LLC 0.09% — 2,200 $120K
EPG Wealth Management LLC 0.03% Add +0.1% 2,174 $119K
Cape Investment Advisory, Inc. 0.04% New 2,110 $115K
Joseph Group Capital Management 0.03% Add +0.4% 2,085 $114K
FNY Investment Advisers, LLC 0.03% New 2,100 $114K
Brown, Lisle/Cummings, Inc. 0.03% Add +7.8% 2,076 $114K
Curat Global, LLC 0.13% No change 2,072 $113K
LOM Asset Management Ltd 0.03% Add +32.3% 2,050 $112K
McMillan Office, Inc. 0.01% — 2,050 $112K
Castleark Management LLC 0.00% No change 2,000 $109K
Annis Gardner Whiting Capital Advisors, LLC 0.02% New 1,925 $105K
Caldwell Trust Co 0.01% No change 1,910 $104K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 1,842 $101K
Blueline Advisors LLC 0.08% — 1,841 $101K
WealthCollab, LLC 0.04% No change 1,840 $101K
Ares Financial Consulting, LLC 0.09% — 1,767 $97K
Rialto Wealth Management, LLC 0.02% Add +45.9% 1,751 $96K
Coston, McIsaac & Partners 0.02% No change 1,743 $95K
Capital Advisors, Ltd. LLC 0.01% Reduce -72.3% 1,958 $94K
Asset Dedication, LLC 0.01% Reduce -14.7% 1,712 $94K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +27.6% 1,661 $91K
Capital Investment Advisory Services, LLC 0.01% Add +1.6% 1,618 $89K
Rosenberg Matthew Hamilton 0.02% Reduce -0.2% 1,518 $83K
GAMMA Investing LLC 0.00% No change 1,509 $83K
Blume Capital Management, Inc. 0.02% No change 1,500 $82K
Mill Capital Management, LLC 0.01% New 1,500 $82K
Physician Wealth Advisors, Inc. 0.01% Reduce -43.3% 1,464 $80K
Hanson & Doremus Investment Management 0.01% No change 1,453 $79K
West Financial Advisors, LLC 0.01% No change 1,418 $78K
Allspring Global Investments Holdings, LLC 0.00% Reduce -94.7% 1,372 $77K
Caldwell Sutter Capital, Inc. 0.03% No change 1,406 $77K
Seneschal Advisors, LLC 0.05% No change 1,363 $75K
Bfsg, LLC 0.01% Reduce -1.7% 1,360 $74K
ORG Partners LLC 0.01% Reduce -17.2% 1,357 $74K
Founders Financial Alliance, LLC 0.01% Add +1.4% 1,357 $74K
Maseco LLP 0.00% New 1,324 $72K
Abound Wealth Management 0.02% Reduce -19.1% 1,318 $72K
Tidemark, LLC 0.02% No change 1,259 $69K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 1,245 $68K
Curio Wealth, LLC 0.02% No change 1,241 $68K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 1,226 $67K
Garner Asset Management Corp 0.03% New 1,206 $66K
Raffa Wealth Management, LLC 0.01% Add +1.4% 1,174 $64K
LRI Investments, LLC 0.01% No change 1,158 $63K
LFA - Lugano Financial Advisors SA 0.03% Add +50.4% 1,128 $62K
Lowe Brockenbrough & Co. Inc. 0.00% Reduce -80.0% 1,120 $61K
Walsh & Associates, LLC 0.06% — 1,113 $61K
Boreal Capital Management LLC 0.05% Add +10.2% 1,080 $59K
Angeles Wealth Management, LLC 0.00% Reduce -50.0% 1,071 $59K
Evermay Wealth Management LLC 0.01% No change 1,067 $58K
BOK Financial Private Wealth, Inc. 0.00% No change 1,053 $58K
Strategic Wealth Partners, Ltd. 0.00% Reduce -8.8% 1,036 $57K
Colonial Trust Co / SC 0.01% No change 1,034 $57K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 937 $57K
JNBA Financial Advisors 0.00% Reduce -1.8% 1,020 $56K
Sankala Group LLC 0.04% — 884 $55K
Intesa Sanpaolo Wealth Management 0.01% — 1,000 $55K
Financial Gravity Asset Management, Inc. 0.01% No change 1,000 $55K
McIlrath & Eck, LLC 0.00% Add +7.1% 842 $46K
Smallwood Wealth Investment Management, LLC 0.02% Reduce -11.2% 832 $46K
Teachers Insurance & Annuity Association of America 0.05% No change 810 $44K
Gen-Wealth Partners Inc 0.01% Add +1.5% 796 $44K
Resources Management Corp. /CT/ 0.01% Reduce -50.0% 792 $43K
Duncker Streett & Co. Inc. 0.01% No change 785 $43K
Pacific Center for Financial Services 0.01% No change 789 $42K
Centennial Bank 0.02% No change 765 $42K
Gladwyn Financial Advisors, Inc. 0.03% No change 759 $42K
Peterson Wealth Services 0.01% Add +72.8% 745 $41K
St Germain D J Co. Inc. 0.00% Add +9.6% 732 $40K
Navigoe, LLC 0.02% Add +1.4% 742 $40K
Triumph Capital Management 0.01% New 703 $38K
Mondrian Investment Partners LTD 0.00% New 679 $37K
Pillar Financial Advisors, LLC 0.02% No change 673 $37K
Center for Financial Planning, Inc. 0.00% Add +0.9% 672 $37K
Financial Perspectives, Inc 0.01% Add +0.9% 652 $36K
SHP Wealth Management 0.00% — 636 $35K
Richardson Capital Management LLC 0.02% No change 612 $33K
Woodside Wealth Management LLC 0.02% New 601 $33K
Creative Capital Management Investments LLC 0.01% No change 600 $33K
Fairscale Capital, LLC 0.02% No change 590 $32K
Windsor Advisory Group, LLC 0.03% New 585 $32K
Financial Freedom, LLC 0.02% Add +0.9% 576 $32K
Covenant Partners, LLC 0.01% Reduce -0.5% 571 $31K
MidFirst Bank 0.00% — 567 $31K
Elevated Capital Advisors, LLC 0.01% New 564 $31K
Jessup Wealth Management, Inc 0.01% New 558 $31K
Anchor Investment Management, LLC 0.00% No change 550 $30K
Front Row Advisors LLC 0.01% No change 540 $30K
Tompkins Financial Corp. 0.00% No change 539 $29K
Sachetta, LLC 0.02% Reduce -87.1% 530 $29K
Ssa Swiss Advisors AG 0.01% No change 520 $28K
CSS LLC 0.00% No change 510 $28K
South Plains Financial, Inc. 0.02% No change 504 $28K
Gables Capital Management Inc. 0.01% No change 500 $27K
Plante Moran Financial Advisors, LLC 0.00% Add +52.1% 473 $26K
Hilton Head Capital Partners, LLC 0.01% — 460 $25K
MidAtlantic Capital Management, Inc. 0.02% New 452 $25K
Keating Financial Advisory Services, Inc. 0.00% — 448 $25K
Stone House Investment Management, LLC 0.00% No change 446 $24K
Pension & Wealth Management Advisors, Inc. 0.01% Add +1.4% 434 $24K
CNB Bank 0.01% No change 432 $24K
Register Financial Advisors LLC 0.01% Add +0.9% 424 $23K
Motiv8 Investments LLC 0.01% New 429 $23K
Wilkerson Advisory Group LLC 0.01% — 417 $23K
Osbon Capital Management LLC 0.02% — 401 $22K
Chung Wu Investment Group, LLC 0.02% Reduce -90.9% 400 $22K
Gilpin Wealth Management, LLC 0.02% — 400 $22K
Avion Wealth 0.00% No change 385 $21K
Financial Network Wealth Advisors LLC 0.02% No change 382 $21K
Biltmore Family Office, LLC 0.00% No change 375 $21K
Bogart Wealth, LLC 0.00% Add +4.3% 365 $20K
Golden State Wealth Management, LLC 0.00% Add +0.6% 356 $20K
Templeton & Phillips Capital Management, LLC 0.01% No change 343 $19K
Adirondack Trust Co. 0.01% No change 340 $19K
Motco 0.00% No change 334 $18K
Longview Financial Advisors LLC 0.01% No change 331 $18K
Bangor Savings Bank 0.00% No change 327 $18K
DiNuzzo Private Wealth, Inc. 0.00% No change 326 $18K
Versant Capital Management, Inc 0.00% Reduce -32.3% 315 $17K
Mechanics Financial Corp 0.01% No change 305 $17K
Legacy Bridge, LLC 0.01% Add +200.0% 300 $16K
Arcadia Investment Management Corp. 0.00% No change 300 $16K
Laurel Wealth Advisors LLC 0.00% New 300 $16K
Ameritas Investment Partners, Inc. 0.00% No change 300 $16K
Highline Wealth Partners LLC 0.00% Add +7.0% 291 $16K
Smartleaf Asset Management LLC 0.00% Add +2.6% 277 $15K
Pflug Koory, LLC 0.01% Add +1.5% 277 $15K
IFC & Insurance Marketing, Inc. 0.01% — 280 $15K
Strategic Investment Solutions, Inc. 0.00% Add +1.1% 270 $15K
Entrust Financial LLC 0.01% — 255 $14K
Garton & Associates Financial Advisors LLC 0.01% — 250 $14K
Meramec Financial Planners, LLC 0.01% — 224 $13K
Westside Investment Management, Inc. 0.00% No change 245 $13K
Fairman Group, LLC 0.01% No change 237 $13K
Root Financial Partners, LLC 0.00% Add +7733.3% 235 $13K
Millstone Evans Group, LLC 0.01% No change 231 $13K
Beaird Harris Wealth Management, LLC 0.00% No change 229 $13K
Creative Financial Designs Inc. 0.00% No change 228 $12K
Fortitude Family Office, LLC 0.00% New 227 $12K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 225 $12K
Tower Research Capital LLC (TRC) 0.00% New 223 $12K
Wolff Wiese Magana LLC 0.01% Reduce -47.6% 220 $12K
Pacifica Partners Inc. 0.01% No change 213 $12K
Morling Financial Advisors, LLC 0.00% No change 186 $10K
American Wealth Advisors, LLC 0.01% Add +1.1% 184 $10K
Aberdeen Wealth Management LLC 0.00% No change 180 $10K
Princeton Global Asset Management LLC 0.00% No change 180 $10K
Barnes Dennig Private Wealth Management LLC 0.01% New 179 $10K
Corsicana & Co. 0.01% No change 175 $10K
High Note Wealth, LLC 0.00% No change 168 $9K
Archer Investment Corp 0.00% Reduce -55.3% 165 $9K
Caz Investments LP 0.02% Reduce -99.3% 161 $9K
Godfrey Financial Associates, Inc. 0.01% — 160 $9K
MTM Investment Management, LLC 0.00% Add +2.0% 154 $8K
SIMA Wealth Partners, LLC 0.01% No change 150 $8K
Armor Investment Advisors, LLC 0.00% No change 150 $8K
Caitlin John, LLC 0.01% Add +1.4% 148 $8K
Granite FO LLC 0.00% No change 138 $8K
Rossby Financial, LCC 0.00% New 138 $8K
Cheviot Value Management, LLC 0.00% No change 120 $7K
PayPay Securities Corp 0.21% Add +17.0% 131 $7K
IMG Wealth Management, Inc. 0.00% Add +22.4% 131 $7K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% — 128 $7K
DHJJ Financial Advisors, Ltd. 0.00% No change 127 $7K
American Capital Advisory, LLC 0.00% No change 126 $7K
ESL Trust Services, LLC 0.00% No change 125 $7K
Horizon Investments, LLC 0.00% Reduce -7.4% 125 $7K
Ballast Advisors LLC 0.00% No change 119 $7K
one8zero8, LLC 0.00% No change 119 $7K
Quest 10 Wealth Builders, Inc. 0.01% No change 110 $6K
LM Advisors LLC 0.02% Reduce -94.5% 325 $6K
Activest Wealth Management 0.00% Add +0.0% 108 $6K
Ameriflex Group, Inc. 0.00% Reduce -49.5% 105 $6K
Manning & Napier Advisors LLC 0.00% No change 105 $6K
DB Fitzpatrick & Co, Inc 0.00% No change 101 $6K
West Paces Advisors Inc. 0.00% Reduce -35.5% 100 $5K
Greykasell Wealth Strategies, Inc. 0.00% No change 90 $5K
Strive Financial Group ,LLC 0.00% — 89 $5K
Optima Capital LLC 0.00% New 85 $5K
Phillips Financial Management, LLC 0.00% New 82 $4K
Horrell Capital Management, Inc. 0.00% No change 75 $4K
Insight Inv LLC 0.00% No change 73 $4K
Ironwood Wealth Management, LLC. 0.00% No change 73 $4K
Hollencrest Capital Management 0.00% No change 71 $4K
Estate Planners Group, LLC 0.00% — 70 $4K
Comprehensive Financial Planning, Inc. 0.00% Add +1.6% 62 $3K
Compass Financial Services Inc 0.00% No change 50 $3K
Howe & Rusling Inc. 0.00% No change 50 $3K
Planning Project LLC 0.00% — 47 $3K
Islay Capital Management, LLC 0.00% No change 42 $2K
HHM Wealth Advisors, LLC 0.00% No change 37 $2K
PFS Partners, LLC 0.00% New 36 $2K
Gleason Group, Inc. 0.00% No change 32 $2K
Jefferies Financial Group Inc. 0.00% Reduce -99.7% 26 $1K
Providence Capital Advisors, LLC 0.00% Reduce -50.0% 25 $1K
Addison Advisors LLC 0.00% No change 22 $1K
Nemes Rush Group LLC 0.00% No change 20 $1K
Financial Management Professionals, Inc. 0.00% No change 17 $930
Armstrong Advisory Group, Inc. 0.00% New 16 $876
Country Trust Bank 0.00% No change 16 $875
GoalVest Advisory LLC 0.00% No change 13 $711
Daytona Street Capital LLC 0.00% — 10 $547
TD Capital Management LLC 0.00% No change 10 $547
Darwin Wealth Management, LLC 0.00% No change 8 $450
Tucker Asset Management LLC 0.00% New 1 $55

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