iShares MSCI Emerging MarketEEMETF

13F holders, Q1 2026 (March 31)
1,623holders +100
187new positions
82sold out
9famous investors
$56.78avg. 13F price*

At the end of Q1 2026, 1,623 institutions reported holding iShares MSCI Emerging Market (EEM) in their 13F filings, up 100 from Q4 2025. 187 opened new positions and 82 sold out. The largest holders were Barclays PLC ($41.1B), Bank of America Corp. ($2.1B) and Morgan Stanley ($1.9B). 9 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Israel Englander (0.2% of Millennium Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions187$757.4M
Exits82$211.8M

All 13F filers, Q4 2025 → Q1 2026: 794,047,889 shares bought and 38,915,150 shares sold, net +755,132,739 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,623 holders

Barclays PLC 14.71% Add +44966.7% 724,315,551 $41.1B
Bank of America Corp. 0.16% Add +22.8% 37,337,990 $2.1B
Morgan Stanley 0.12% Add +8.9% 33,875,041 $1.9B
BlackRock, Inc. 0.02% Add +5.7% 17,238,188 $979.0M
Wells Fargo & Company 0.16% Add +10.5% 13,772,579 $782.1M
Royal Bank of Canada 0.12% Add +190.3% 11,588,675 $658.1M
UBS Group AG 0.11% Reduce -23.5% 11,025,934 $626.2M
Goldman Sachs Group Inc. 0.07% Reduce -32.8% 9,350,977 $531.0M
Retirement Systems of Alabama 1.73% No change 9,131,302 $518.6M
Board of Trustees of The Leland Stanford Junior University 60.46% Add +102.7% 9,035,926 $513.2M
JPMorgan Chase & Co. 0.03% Add +28.4% 8,966,357 $490.9M
Bank of Montreal 0.14% Add +4.4% 5,813,781 $330.2M
Citigroup Inc. 0.21% Add +0.4% 5,787,435 $328.7M
Millennium Management 0.21% Add +1299.0% 4,629,319 $262.9M
PNC Financial Services Group, Inc. 0.15% Add +4.3% 4,611,088 $261.9M
Clal Insurance Enterprises Holdings Ltd 1.53% Reduce -10.7% 4,440,040 $252.2M
LPL Financial LLC 0.06% Add +25.3% 4,263,500 $242.1M
Bank of New York Mellon Corp 0.04% Add +3.2% 3,855,990 $219.0M
BNP Paribas Financial Markets 0.14% Add +106.3% 3,692,807 $209.7M
Acadian Asset Management LLC 0.28% Add +302.4% 3,499,605 $198.7M
Jain Global LLC 2.69% Add +443.4% 3,478,528 $197.5M
US Bancorp \de 0.23% Add +2.8% 3,338,366 $189.6M
State of Wisconsin Investment Board 0.33% No change 2,528,628 $143.6M
Envestnet Asset Management Inc. 0.04% Add +23.8% 2,475,438 $140.6M
SIH Partners, LLLP 4.06% New 2,321,400 $131.8M
Raymond James Financial Inc. 0.04% Add +7.5% 2,160,434 $122.7M
Absolute Gestao de Investimentos Ltda. 13.39% Add +380.0% 2,064,273 $117.2M
Hirtle & Co., LLC 4.21% Reduce -1.2% 1,902,237 $108.0M
Cassaday & Co Wealth Management LLC 2.24% Reduce -2.2% 1,855,580 $105.4M
Total Investment Management Inc. 10.31% Reduce -0.6% 1,557,568 $88.5M
Ilmarinen Mutual Pension Insurance Co 0.69% Add +83.6% 1,542,754 $87.6M
Qube Research & Technologies Ltd 0.12% Add +283.1% 1,541,393 $87.5M
Mariner, LLC 0.10% Add +2.4% 1,519,420 $86.3M
Greenleaf Trust 0.82% Reduce -3.7% 1,468,461 $83.4M
Fifth Third Bancorp 0.15% Add +103.3% 1,447,782 $82.2M
Regions Financial Corp. 0.53% Reduce -1.7% 1,427,520 $81.1M
HighTower Advisors, LLC 0.08% Add +7.3% 1,327,260 $75.4M
Allstate Corp. 0.79% Add +163.9% 1,303,944 $74.1M
Stifel Financial Corp. 0.07% Add +69.7% 1,274,556 $72.4M
Cetera Investment Advisers 0.07% Add +24.6% 1,197,959 $68.0M
FMR LLC 0.00% Add +0.5% 1,151,918 $65.4M
Vontobel Holding Ltd. 0.22% Reduce -3.1% 1,142,386 $64.9M
Rockefeller Capital Management L.P. 0.11% Add +22.4% 1,118,699 $63.5M
Halbert Hargrove Global Advisors, LLC 3.00% Reduce -2.1% 1,087,714 $61.8M
Osaic Holdings, Inc. 0.09% Add +21.6% 1,066,558 $60.6M
Connable Office Inc. 5.72% Reduce -6.0% 1,024,087 $58.2M
Keybank National Association 0.20% Reduce -0.4% 970,899 $55.1M
Phoenix Financial Ltd. 0.47% New 880,280 $50.0M
Northern Trust Corp. 0.01% Reduce -4.2% 870,738 $49.4M
Captrust Financial Advisors 0.09% Add +114.7% 870,443 $49.4M
MKP Capital Management, L.L.C. 1.61% Reduce -48.2% 861,000 $48.9M
Focus Partners Wealth 0.05% Reduce -1.3% 840,437 $47.8M
Deutsche Bank AG 0.02% Add +2.8% 831,311 $47.2M
Truist Financial Corp. 0.06% Add +67.0% 829,517 $47.1M
Corient Private Wealth LP 0.07% Reduce -5.4% 813,072 $46.1M
Wilmington Savings Fund Society, FSB 1.09% Add +0.9% 806,524 $45.8M
CIBC Bancorp USA Inc. 0.06% — 793,007 $45.0M
Greenfield FTC, Inc. 8.53% No change 787,343 $44.7M
Erste Asset Management GmbH 0.41% Add +5.3% 799,819 $44.7M
DRW Securities, LLC 2.43% New 783,155 $44.5M
Tudor Investment Corporation 0.23% New 751,981 $42.7M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -9.5% 739,233 $42.0M
Creative Planning 0.03% Add +7.3% 737,865 $41.9M
Capstone Investment Advisors, LLC 0.46% Reduce -5.5% 728,967 $41.4M
M&T Bank Corp 0.14% Reduce -7.1% 727,307 $41.3M
Parkwood LLC 3.58% New 710,000 $40.3M
Checchi Capital Advisers, LLC 2.65% Reduce -5.0% 678,710 $38.5M
Northwestern Mutual Wealth Management Co. 0.02% Add +12.8% 674,592 $38.3M
Squarepoint Ops LLC 0.08% New 653,492 $37.1M
Dupont Capital Management Corp. 4.07% Add +161.9% 629,499 $35.7M
Provenance Wealth Advisors, LLC 3.78% Reduce -0.8% 627,928 $35.7M
Commonwealth Equity Services, LLC 0.05% Reduce -2.2% 605,190 $34.4M
Barings LLC 0.57% Add +205.3% 603,890 $34.3M
HSBC Holdings PLC 0.02% Reduce -90.7% 611,266 $33.8M
First Western Trust Bank 1.70% Add +48.8% 594,143 $33.7M
Nearwater Capital Markets, Ltd 0.77% New 577,500 $32.8M
Senator Investment Group LP 1.49% New 570,000 $32.4M
New Harbor Financial Group, LLC 5.86% Add +3.5% 568,774 $32.3M
Prudential PLC 0.24% Add +70.6% 562,650 $32.0M
Brevan Howard Capital Management LP 0.33% New 556,362 $31.6M
Amarillo National Bank 5.48% Reduce -0.4% 546,611 $31.0M
Bank of Nova Scotia 0.05% Reduce -50.0% 537,830 $30.5M
Franklin Resources Inc. 0.01% Add +2.4% 513,857 $29.2M
Quent Capital, LLC 2.06% Reduce -2.9% 510,422 $29.0M
Banco Santander, S.A. 0.23% Add +294.3% 504,586 $28.7M
Commerce Bank 0.14% Add +158.5% 502,152 $28.5M
Baird Financial Group, Inc. 0.04% Add +9.4% 501,182 $28.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Add +21.1% 481,363 $27.3M
Glenmede Trust Co. NA 0.13% Reduce -0.3% 477,408 $27.1M
HWG Holdings LP 7.05% Add +139.6% 470,405 $26.7M
Pinkerton Wealth, LLC 2.42% Add +9.2% 486,458 $26.6M
MML Investors Services, LLC 0.07% Add +23.4% 460,979 $26.2M
Waverly Advisors, LLC 0.20% Add +116.5% 459,636 $26.1M
Susquehanna International Group, LLP 0.03% Add +412.3% 436,351 $24.8M
Tiaa-Cref Individual & Institutional Services, LLC 0.10% — 436,301 $24.8M
Coldstream Capital Management Inc. 0.31% Add +2.1% 435,418 $24.7M
Mercer Global Advisors Inc. 0.04% Add +20.6% 418,464 $23.8M
Cerity Partners LLC 0.03% Add +9.8% 417,483 $23.7M
Allianz SE 0.26% Add +4.9% 416,699 $23.7M
Sei Investments Co. 0.02% Add +10.8% 414,646 $23.5M
Wit, LLC 0.44% No change 412,144 $23.4M
Cibc World Market Inc. 0.04% Reduce -0.6% 408,837 $23.2M
Diversify Wealth Management, LLC 0.41% Add +9367.9% 363,092 $22.8M
Granite Bay Wealth Management, LLC 4.81% Add +0.3% 397,673 $22.6M
Financiere des Professionnels - Fonds d'investissement inc. 1.31% No change 392,000 $22.3M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -14.6% 417,520 $21.3M
Atlas Legacy Advisors, LLC 3.87% Add +112.7% 373,089 $21.2M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -23.3% 371,956 $21.1M
Axxcess Wealth Management, LLC 0.67% Add +121.7% 368,941 $21.0M
Independent Advisor Alliance 0.22% New 365,205 $20.7M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +57.6% 363,857 $20.7M
Tandem Wealth Advisors LLC 9.02% Add +55.8% 356,191 $20.2M
ARP Global Capital Ltd 11.77% New 351,987 $20.0M
Okabena Investment Services Inc. 3.61% Reduce -3.0% 330,268 $18.8M
Mesirow Financial Investment Management, Inc. 0.30% Add +5.5% 330,129 $18.7M
Man Group plc 0.04% Reduce -78.1% 328,957 $18.7M
TTP Investments, Inc. 7.62% New 321,933 $18.3M
Azimuth Capital Investment Management LLC 0.69% Add +2.4% 320,528 $18.2M
Resona Asset Management Co.,Ltd. 0.09% Reduce -6.8% 318,166 $18.1M
Prudential Financial Inc. 0.02% Add +12.1% 317,666 $18.0M
CIBC Asset Management Inc 0.04% Add +66.1% 317,476 $18.0M
Common Fund for Nonprofit Organizations 1.73% No change 315,051 $17.9M
L2 Asset Management, LLC 1.69% New 225,184 $17.8M
Verdence Capital Advisors LLC 1.01% Add +9.6% 304,501 $17.3M
Colton Groome Financial Advisors, LLC 4.92% Add +3.4% 304,413 $17.3M
Fluent Financial, LLC 6.30% Reduce -0.1% 282,037 $17.2M
Flow Traders U.S. LLC 0.53% Add +495.1% 294,450 $16.7M
Allium Financial Advisors, LLC 13.33% Add +20.8% 292,742 $16.6M
Graham Capital Management, L.P. 0.75% New 290,087 $16.5M
BIP Wealth, LLC 0.67% Reduce -6.0% 289,397 $16.4M
Kestra Advisory Services, LLC 0.06% Add +23.6% 287,480 $16.3M
SG Americas Securities, LLC 0.02% Reduce -26.8% 285,279 $16.2M
Cullen/Frost Bankers, Inc. 0.18% Add +5.2% 281,541 $16.0M
Merit Financial Group, LLC 0.12% Add +556.3% 272,554 $15.5M
Caisse de depot et placement du Quebec 0.02% Add +7.2% 271,927 $15.4M
SteelPeak Wealth, LLC 0.48% Add +20.9% 268,404 $15.2M
Citizens Financial Group Inc. 0.21% Reduce -4.2% 267,621 $15.2M
Riggs Asset Managment Co. Inc. 3.10% Add +58.3% 265,341 $15.1M
Dimension Capital Management LLC 2.11% Reduce -2.4% 263,831 $15.0M
Balyasny Asset Management L.P. 0.03% New 261,351 $14.8M
Private Advisor Group, LLC 0.07% Add +1.2% 259,349 $14.7M
EFG International AG 0.32% Add +26.3% 259,266 $14.7M
SCS Capital Management LLC 0.16% Reduce -1.7% 258,542 $14.7M
Jefferies Financial Group Inc. 0.18% Add +989011.5% 257,169 $14.6M
Victory Capital Management Inc. 0.01% Add +39.9% 256,317 $14.6M
Stock Yards Bank & Trust Co. 0.45% Add +7.0% 255,047 $14.5M
Jasper Ridge Partners, L.P. 0.32% No change 254,150 $14.4M
Verger Capital Management LLC 4.24% No change 253,418 $14.4M
Clear Creek Financial Management, LLC 1.10% Reduce -36.7% 252,973 $14.4M
Bailard, Inc. 0.32% Add +0.0% 247,581 $14.1M
First Heartland Consultants, Inc. 1.06% Add +69.7% 243,141 $13.8M
Cresset Asset Management, LLC 0.06% Add +3.2% 240,071 $13.6M
Moneta Group Investment Advisors LLC 0.10% Reduce -0.6% 235,205 $13.4M
Napier Financial, LLC 3.03% Add +0.4% 232,511 $13.2M
Equitable Holdings, Inc. 0.08% Add +9.9% 240,682 $13.2M
Strategic Equity Management 4.91% Add +301.9% 230,154 $13.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.09% Reduce -7.7% 232,719 $12.9M
Blair William & Co. 0.04% Add +48.6% 227,767 $12.9M
Finley Financial, LLC 6.05% Add +3.8% 227,550 $12.9M
HT Partners LLC 3.87% Reduce -2.1% 225,197 $12.8M
Choreo, LLC 0.15% Reduce -5.4% 217,858 $12.4M
NTV Asset Management LLC 1.35% Add +10.6% 215,870 $12.3M
Keel Point, LLC 0.82% Add +6.8% 215,833 $12.3M
Bryn Mawr Trust Advisors, LLC 0.59% Add +30.5% 214,119 $12.2M
First Commonwealth Financial Corp 1.92% Add +33.8% 212,216 $12.1M
Annandale Capital, LLC 1.97% No change 210,809 $12.0M
Clarity Wealth Advisors, LLC 2.45% Add +9.8% 209,326 $11.9M
Thrivent Financial for Lutherans 0.02% Reduce -8.6% 209,477 $11.9M
Lido Advisors, LLC 0.05% Reduce -9.2% 207,506 $11.8M
Banque Pictet & Cie SA 0.14% Reduce -0.4% 205,702 $11.7M
Freestone Capital Holdings, LLC 0.35% Reduce -3.3% 202,876 $11.5M
Metropolitan Life Insurance Co 3.50% No change 202,478 $11.5M
Beacon Pointe Advisors, LLC 0.06% Add +56.6% 201,656 $11.5M
TCTC Holdings, LLC 0.33% Add +7.8% 201,424 $11.4M
Del-Sette Capital Management, LLC 6.82% Add +22.2% 200,855 $11.4M
Vista Finance, LLC 9.04% Add +4.3% 200,401 $11.4M
Aries Wealth Management 2.47% Add +12.2% 197,635 $11.2M
LGL Partners, LLC 4.62% Add +5.8% 197,479 $11.2M
Pinnacle Wealth Planning Services, Inc. 1.15% Add +1137.7% 195,735 $11.1M
MAI Capital Management 0.06% Add +7.9% 194,565 $11.0M
Advisortrust Partners, LLC 4.59% New 194,493 $11.0M
Farther Finance Advisors, LLC 0.10% Add +6.3% 189,672 $10.9M
GLOBALT Investments LLC / GA 0.39% No change 190,315 $10.8M
Redhawk Wealth Advisors, Inc. 1.19% Add +21.5% 189,906 $10.8M
LMCG Investments, LLC 0.62% Reduce -10.5% 184,815 $10.5M
Field & Main Bank 2.99% Reduce -4.2% 180,985 $10.3M
Rafferty Asset Management, LLC 0.04% Add +85.0% 180,438 $10.2M
Pinnacle Financial Partners, Inc. 0.08% Add +19.8% 178,030 $10.1M
Perigon Wealth Management, LLC 0.18% Add +19.9% 177,870 $10.1M
BW Gestao de Investimentos Ltda. 0.44% New 175,009 $9.9M
Stratos Wealth Partners, LTD. 0.11% Reduce -28.9% 173,629 $9.9M
Washington Growth Strategies LLC 6.43% Add +8.8% 173,176 $9.8M
Westwood Holdings Group Inc. 0.07% Reduce -7.2% 172,937 $9.8M
Geneos Wealth Management Inc. 0.23% Add +1.7% 172,766 $9.8M
Pathstone Holdings, LLC 0.04% Reduce -18.0% 171,209 $9.7M
Concurrent Investment Advisors, LLC 0.11% Add +18.8% 170,247 $9.7M
Wealth Advisory Solutions, LLC 2.15% New 169,670 $9.6M
Citadel Advisors 0.01% Reduce -96.1% 165,000 $9.4M
CoreCap Advisors, LLC 0.32% Add +58.8% 163,427 $9.3M
Fiduciary Trust Co 0.11% Reduce -3.6% 162,682 $9.2M
Pinnacle Financial Group, LLC / IL 2.52% Add +17.7% 162,150 $9.2M
Portland Global Advisors LLC 0.97% Reduce -1.9% 160,027 $9.1M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -14.3% 158,258 $9.0M
StoneX Group Inc. 0.48% Add +3.2% 157,967 $9.0M
Mill Creek Capital Advisors, LLC 0.18% Add +1.5% 156,474 $8.9M
OpenArc Corporate Advisory, LLC 0.13% Add +4.7% 154,992 $8.8M
PKO Investment Management Joint-Stock Co 0.74% Reduce -2.1% 153,848 $8.7M
Rathbones Group PLC 0.03% Add +16.8% 153,122 $8.7M
Nuveen, LLC 0.00% Add +28.3% 152,162 $8.6M
First National Bank of Omaha 0.26% Add +20.6% 156,337 $8.6M
Sanctuary Advisors, LLC 0.05% Add +24.7% 150,850 $8.6M
AQR Capital Management 0.00% Add +3.1% 150,613 $8.6M
Allianz Asset Management GmbH 0.01% Reduce -63.3% 150,488 $8.5M
Three Bridge Wealth Advisors, LLC 2.33% Add +5.4% 149,459 $8.5M
Parcion Private Wealth LLC 0.53% Reduce -1.5% 149,130 $8.5M
Whittier Trust Co. of Nevada Inc. 0.17% Add +3.2% 148,114 $8.5M
Federation des caisses Desjardins du Quebec 0.03% Add +6.7% 148,733 $8.4M
Avestar Capital, LLC 0.58% New 148,678 $8.4M
Regal Investment Advisors LLC 0.49% Add +18.0% 148,044 $8.4M
Oppenheimer & Co. Inc. 0.10% Add +104.3% 145,712 $8.3M
Allie Family Office LLC 3.58% Reduce -2.8% 144,457 $8.2M
Beirne Wealth Consulting Services, LLC 2.31% Add +31.7% 143,520 $8.2M
Little House Capital LLC 2.10% Add +21.1% 143,425 $8.1M
Bradley Foster & Sargent Inc. 0.13% Add +95.0% 142,789 $8.1M
EP Wealth Advisors, LLC 0.04% Add +2.8% 142,104 $8.1M
Alliancebernstein L.P. 0.00% Reduce -8.2% 144,856 $7.9M
Friends of the Cornell Lab of Ornithology, Inc. 7.45% Add +4.1% 138,872 $7.9M
Bessemer Group Inc. 0.01% Add +1.4% 136,708 $7.8M
Salomon & Ludwin, LLC 0.69% Reduce -3.7% 136,718 $7.7M
Steward Partners Investment Advisory, LLC 0.04% Add +76.2% 135,314 $7.7M
DT Investment Partners, LLC 0.64% No change 134,767 $7.7M
Summit Financial Consulting LLC 5.45% Reduce -2.3% 134,070 $7.6M
Trustmark Bank Trust Department 0.49% Reduce -5.5% 133,976 $7.6M
Janney Montgomery Scott LLC 0.02% Add +22.3% 133,493 $7.6M
&partners 0.04% Add +13.2% 133,872 $7.6M
NewEdge Advisors, LLC 0.03% Add +19.6% 133,071 $7.6M
Centiva Capital, LP 0.35% New 131,608 $7.5M
Prospera Financial Services Inc 0.12% Add +23.4% 131,434 $7.5M
Horizon Bancorp Inc. 3.56% Reduce -8.4% 130,397 $7.4M
Parr McKnight Wealth Management Group, LLC 0.97% Reduce -10.4% 129,932 $7.4M
Parallel Advisors, LLC 0.13% Add +0.6% 129,514 $7.4M
Atria Investments, Inc 0.08% Add +330.1% 129,191 $7.3M
Hancock Whitney Corp. 0.13% Reduce -0.2% 113,674 $7.3M
Mackenzie Financial Corp. 0.01% Reduce -32.8% 127,308 $7.2M
Whittier Trust Co. 0.08% Add +9.4% 125,037 $7.1M
Corepath Wealth Partners LLC 4.81% Reduce -1.6% 118,112 $7.1M
Sterling Capital Management LLC 0.14% Add +27.0% 125,564 $7.1M
Staley Capital Advisers Inc. 0.30% No change 125,550 $7.1M
Analyst IMS Investment Management Services Ltd. 0.21% No change 123,829 $7.0M
Curi Capital, LLC 0.13% Reduce -0.2% 123,742 $7.0M
Dorsey Wright & Associates 0.87% New 123,461 $7.0M
Urban Financial Advisory Corp 2.47% Add +10.2% 123,087 $7.0M
Trinity Wealth Management, LLC 2.56% Add +2.2% 122,729 $7.0M
Callan Family Office, LLC 0.16% Add +0.1% 122,545 $7.0M
PFW Advisors LLC 2.19% Reduce -5.1% 122,506 $7.0M
Moneywise, Inc. 3.03% Add +189.0% 122,065 $6.9M
Ballentine Partners, LLC 0.10% No change 122,042 $6.9M
Renaissance Technologies 0.01% Add +2804.8% 122,000 $6.9M
Ausdal Financial Partners, Inc. 0.31% Reduce -3.7% 121,533 $6.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.04% Add +242.8% 120,000 $6.8M
Willis Johnson & Associates, Inc. 0.40% Reduce -4.2% 119,712 $6.8M
Glenview Trust Co 0.11% Add +0.4% 119,007 $6.8M
Sand Hill Global Advisors, LLC 0.23% Reduce -1.5% 118,701 $6.7M
RTD Financial Advisors, Inc. 0.82% Reduce -1.5% 117,725 $6.7M
Washington Trust Bank 0.49% Add +7.2% 117,360 $6.7M
First Financial Bank - Trust Division 0.54% Reduce -2.6% 117,284 $6.7M
Valeo Financial Advisors, LLC 0.16% Add +0.0% 115,658 $6.6M
Robertson Stephens Wealth Management, LLC 0.18% Add +0.1% 115,621 $6.6M
Sumitomo Mitsui Financial Group, Inc. 0.13% Add +59.5% 115,405 $6.6M
Elevation Point Wealth Partners, LLC 0.15% Add +31.9% 114,722 $6.5M
Deeter Investments LLP 1.14% Reduce -88.7% 114,000 $6.5M
T. Rowe Price Associates Inc. 0.00% No change 113,970 $6.5M
D.A. Davidson & Co. 0.04% Add +97.0% 113,542 $6.4M
Outlook Wealth Advisors, LLC 1.55% New 113,067 $6.4M
Vestmark Advisory Solutions, Inc. 0.07% Add +12.6% 112,805 $6.4M
Linscomb Wealth, Inc. 0.28% Reduce -14.8% 112,777 $6.4M
Bokf, NA 0.10% Add +0.2% 111,792 $6.3M
Grove Bank & Trust 0.72% Add +4.8% 111,416 $6.3M
Csenge Advisory Group 0.29% Add +105.2% 111,189 $6.3M
Harvest Investment Advisors, LLC 3.46% Add +0.5% 109,539 $6.2M
LSP Investment Advisors, LLC 4.49% No change 108,830 $6.2M
Point72 Asset Management 0.01% Reduce -74.3% 108,039 $6.1M
Bridges Investment Management Inc. 0.08% Add +2.9% 107,714 $6.1M
Arbor Investment Advisors, LLC 0.79% Reduce -0.3% 107,002 $6.1M
Rakuten Investment Management, Inc. 0.01% Add +100.0% 114,046 $6.1M
First National Trust Co 0.20% Add +22.5% 105,825 $6.0M
AMG National Trust Bank 0.13% Add +16.3% 105,748 $6.0M
Parisi Gray Wealth Management 1.42% Add +102.5% 104,701 $5.9M
Glaxis Capital Management, LLC 7.44% Add +16.3% 104,650 $5.9M
Ryan Investment Management, Inc. 3.34% Reduce -0.8% 104,458 $5.9M
Focus Partners Advisor Solutions, LLC 0.06% Reduce -6.6% 104,385 $5.9M
All Terrain Financial Advisors, LLC 1.84% Add +6.1% 104,059 $5.9M
Migdal Insurance & Financial Holdings Ltd. 0.05% Add +91.6% 104,784 $5.9M
LWM Advisors Inc. 5.12% Reduce -2.3% 103,870 $5.9M
OFS Enterprise LLC 1.73% — 103,598 $5.9M
Toronto Dominion Bank 0.01% Add +114.2% 103,273 $5.9M
Ashton Thomas Private Wealth, LLC 0.14% Add +12.7% 103,177 $5.9M
Brighton Jones LLC 0.13% Reduce -8.3% 102,766 $5.8M
City Holding Co. 0.73% Add +3.5% 102,449 $5.8M
Volterra Technologies LP 4.12% New 101,970 $5.8M
Highview Capital Management LLC 2.10% Add +3.9% 101,945 $5.8M
Summit Trail Advisors, LLC 0.08% Add +6.8% 101,863 $5.8M
Quantum Portfolio Management LLC 2.51% Add +36.9% 101,337 $5.8M
Stelac Advisory Services LLC 1.16% Add +42.5% 101,295 $5.8M
Alexis Investment Partners, LLC 3.96% Add +40.4% 105,027 $5.8M
Confluence Wealth Services, Inc. 0.22% Add +1.1% 100,705 $5.7M
Westport Asset Management Inc. 2.51% No change 100,000 $5.7M
International City Management Association Retirement Corp 2.90% No change 99,782 $5.7M
Two Sigma Securities, LLC 0.66% New 99,716 $5.7M
Indivisible Partners 0.50% Add +1463.3% 99,113 $5.6M
FFT Wealth Management LLC 1.02% Reduce -8.4% 98,905 $5.6M
Mutual Advisors, LLC 0.12% Add +152.2% 98,775 $5.6M
Independent Financial Group, LLC 0.13% Reduce -25.7% 98,599 $5.6M
Fiducient Advisors LLC 0.73% Reduce -0.0% 98,501 $5.6M
Savant Capital, LLC 0.03% Reduce -0.2% 97,798 $5.6M
Oppenheimer Asset Management Inc. 0.06% Reduce -20.5% 97,086 $5.5M
NBT Bank, N.A. 0.36% Add +13.4% 96,908 $5.5M
HMS Capital Management, LLC 2.10% New 95,803 $5.4M
LBMC Investment Advisors, LLC 0.33% Reduce -2.8% 95,465 $5.4M
Midwest Professional Planners, LTD. 1.28% Add +1.4% 95,460 $5.4M
Baker Avenue Asset Management, LP 0.12% Add +2.3% 95,338 $5.4M
III Capital Management 2.23% New 95,000 $5.4M
Baron Financial Group, LLC 2.91% Reduce -2.4% 94,971 $5.4M
Legacy Wealth Partners, LLC 1.35% Add +33.7% 94,911 $5.4M
Venture Visionary Partners LLC 0.18% Add +1.8% 94,062 $5.3M
Solstein Capital, LLC 2.19% Add +42.1% 93,983 $5.3M
Landing Point Financial Group, LLC 2.59% Add +5.9% 93,888 $5.3M
Avior Wealth Management, LLC 0.15% Add +1481.4% 93,838 $5.3M
Rwa Wealth Partners, LLC 0.06% Reduce -2.4% 93,767 $5.3M
Sowell Financial Services LLC 0.20% Add +2.7% 93,202 $5.3M
Calamos Wealth Management LLC 0.18% Add +17.4% 91,653 $5.2M
Calamos Advisors LLC 0.03% New 91,653 $5.2M
Widmann Financial Services, Inc. 3.09% Reduce -3.0% 91,516 $5.2M
Grange Capital, LLC 5.14% New 90,881 $5.2M
1ST Source Bank 0.26% Add +7.0% 89,552 $5.1M
Syon Capital LLC 0.25% Reduce -0.6% 88,181 $5.0M
Coastline Trust Co 0.50% Add +35.0% 88,152 $5.0M
Prism Advisors, Inc. 1.34% No change 88,104 $5.0M
Pinnacle Family Advisors, LLC 2.27% Add +168.0% 85,023 $4.8M
Park Avenue Securities LLC 0.04% New 84,670 $4.8M
Level Four Advisory Services, LLC 0.16% Add +125.7% 84,581 $4.8M
Bulltick Wealth Management, LLC 1.06% Add +218.1% 84,478 $4.8M
Summit Wealth & Retirement Planning, Inc. 1.14% Reduce -1.5% 84,144 $4.8M
Modera Wealth Management, LLC 0.06% Reduce -1.6% 83,722 $4.8M
Brown Advisory Inc. 0.01% Reduce -1.4% 83,575 $4.7M
Lazard Asset Management LLC 0.01% Reduce -62.0% 83,339 $4.7M
Earnest Partners LLC 0.02% No change 82,050 $4.7M
Avalon Capital Management 1.31% No change 81,554 $4.6M
Partners Capital Investment Group, LLP 0.17% No change 81,461 $4.6M
Hoge Financial Services, LLC 2.47% Reduce -6.0% 81,369 $4.6M
Harbour Investments, Inc. 0.07% Reduce -20.6% 81,109 $4.6M
Arrow Investment Advisors, LLC 4.86% New 80,281 $4.6M
Financial Synergies Wealth Advisors, Inc. 0.43% Reduce -1.9% 79,983 $4.5M
First American Trust, FSB 0.31% Reduce -34.1% 79,854 $4.5M
Twin Focus Capital Partners, LLC 0.52% No change 79,069 $4.5M
AlTi Global, Inc. 0.10% Add +28.2% 78,903 $4.5M
Simmons Bank 0.30% Reduce -1.0% 78,549 $4.5M
Scotia Capital Inc. 0.02% Add +19.9% 77,922 $4.4M
Badgley Phelps Wealth Managers, LLC 0.09% Reduce -60.3% 77,766 $4.4M
Fiera Capital Corp 0.01% Reduce -0.2% 76,180 $4.3M
Capital Advantage, Inc. 0.56% Add +0.2% 75,846 $4.3M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +2.6% 75,337 $4.3M
Maven Securities LTD 0.25% Add +263.4% 74,733 $4.2M
Financial Advisors Network, Inc. 0.58% Reduce -0.8% 74,527 $4.2M
Penobscot Investment Management Company, Inc. 0.33% Add +52.6% 74,026 $4.2M
Allen Investment Management, LLC 0.05% Add +41.8% 73,856 $4.2M
Fourth Dimension Wealth, LLC 1.59% Add +7.0% 73,621 $4.2M
Asset Management Group, Inc. 0.67% Reduce -1.0% 73,442 $4.2M
Financial & Tax Architects, LLC 0.93% Add +23.8% 73,305 $4.2M
NDWM LLC 2.70% Add +27.3% 73,283 $4.2M
HB Wealth Management, LLC 0.03% Add +4.4% 72,798 $4.1M
Boyd Watterson Asset Management LLC 1.27% No change 72,639 $4.1M
DV Trading LLC 0.37% Add +79.8% 71,389 $4.1M
Independence Bank of Kentucky 0.50% Add +10.3% 69,500 $3.9M
Meridian Wealth Management, LLC 0.14% Add +3.0% 69,084 $3.9M
Spire Wealth Management 0.13% Add +7.7% 68,666 $3.9M
Ninety One North America, Inc. 0.17% Reduce -63.6% 67,918 $3.9M
Natixis 0.02% Add +304.8% 67,800 $3.9M
Composition Wealth, LLC 0.05% Reduce -11.1% 67,683 $3.8M
Chicago Wealth Management, Inc. 1.53% New 67,528 $3.8M
Marshall Wace, LLP 0.00% New 67,400 $3.8M
Ieq Capital, LLC 0.02% Add +24.6% 67,285 $3.8M
United Capital Financial Advisors, LLC 0.02% Add +6.9% 67,280 $3.8M
Chicago Partners Investment Group LLC 0.08% Reduce -3.2% 59,855 $3.8M
State of Wyoming 0.45% Add +35.4% 66,470 $3.8M
Wealthspire Advisors, LLC 0.03% Add +27.9% 65,944 $3.7M
Larch Capital Partners LLC 0.54% No change 65,815 $3.7M
Belpointe Asset Management LLC 0.14% Add +21.4% 65,192 $3.7M
Balefire, LLC 0.70% Add +6.8% 65,066 $3.7M
M1 Capital Management LLC 1.70% Reduce -2.1% 64,874 $3.7M
Connors Investor Services Inc. 0.33% New 63,662 $3.6M
GTS Securities LLC 0.13% Add +238.7% 63,625 $3.6M
True Freedom Investing, LLC 0.27% Reduce -79.2% 63,088 $3.6M
Advisory Services Network, LLC 0.05% Add +3.3% 62,402 $3.5M
Wealthedge Investment Advisors, LLC 1.29% Reduce -21.9% 61,957 $3.5M
Integrated Investment Consultants, LLC 0.74% Add +11.4% 61,371 $3.5M
Consolidated Investment Group LLC 0.38% New 61,200 $3.5M
Commonwealth Financial Services, LLC 0.55% New 60,716 $3.4M
Allen Mooney & Barnes Investment Advisors LLC 0.49% Reduce -4.8% 60,422 $3.4M
Koss-Olinger Consulting, LLC 0.29% New 60,403 $3.4M
Gryphon Financial Partners LLC 0.36% Reduce -2.8% 60,290 $3.4M
Ethos Financial Group, LLC 0.25% Reduce -70.8% 60,525 $3.4M
Avantax Planning Partners, Inc. 0.09% Reduce -10.1% 60,100 $3.4M
Measured Wealth Private Client Group, LLC 0.93% Add +36.5% 60,046 $3.4M
USA Financial Formulas 0.64% Reduce -95.0% 59,962 $3.4M
Wealthcare Advisory Partners LLC 0.07% Reduce -2.5% 59,931 $3.4M
Foundation Wealth Management, LLC 2.30% Reduce -2.9% 59,883 $3.4M
1832 Asset Management L.P. 0.00% Add +983.4% 59,779 $3.4M
Smithfield Trust Co 0.15% Reduce -0.1% 59,712 $3.4M
Brown Wealth Management, LLC 0.87% Add +4.6% 59,569 $3.4M
Laird Norton Wetherby Trust Company, LLC 0.07% Reduce -10.8% 59,502 $3.4M
Cwm, LLC 0.01% Add +23.1% 58,837 $3.3M
Bison Wealth, LLC 0.32% Add +24.0% 49,551 $3.3M
First Interstate Bank 0.19% Add +41.0% 58,618 $3.3M
Index Technologies Group LLC 3.62% Add +39.0% 58,509 $3.3M
Conning Inc. 0.11% Reduce -12.8% 58,260 $3.3M
Kovack Advisors, Inc. 0.18% Add +738.7% 59,138 $3.3M
Nepc LLC 0.07% Reduce -16.4% 57,953 $3.3M
Concord Investment Counsel Inc. 1.11% New 57,799 $3.3M
Factor Wealth Management LTD 0.61% Reduce -2.0% 57,109 $3.2M
AE Wealth Management LLC 0.02% Add +13.0% 56,761 $3.2M
Blue Fin Capital, Inc. 0.53% Reduce -8.8% 56,505 $3.2M
Richard W. Paul & Associates, LLC 1.08% Reduce -0.5% 56,427 $3.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +181.6% 56,932 $3.2M
Tobias Financial Advisors, Inc. 0.45% Reduce -15.5% 56,366 $3.2M
Blueprint Investment Partners LLC 0.33% Add +57.3% 56,268 $3.2M
Central Bank & Trust Co. 0.50% Reduce -2.2% 56,175 $3.2M
World Investment Advisors 0.05% Add +15.4% 56,098 $3.2M
Abacus Planning Group, Inc. 0.43% Reduce -3.5% 56,055 $3.2M
HFG Advisors, Inc. 2.23% Add +1.8% 55,756 $3.2M
New York University 100.00% No change 55,741 $3.2M
Founders Financial Securities LLC 0.18% Add +0.3% 52,222 $3.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% Reduce -1.1% 54,784 $3.1M
New York State Common Retirement Fund 0.00% No change 54,675 $3.1M
Johnson Investment Counsel Inc. 0.03% Add +15.1% 54,650 $3.1M
Sava Infond d.o.o. 0.44% Add +4.8% 54,500 $3.1M
Blueprint Financial Advisors LLC 0.46% Add +52.6% 54,414 $3.1M
Arkadios Wealth Advisors 0.05% Add +7.8% 54,397 $3.1M
Jacksonville Wealth Management, LLC 2.06% Add +22.5% 53,807 $3.1M
Waters Parkerson & Co., LLC 0.16% Add +3.9% 53,532 $3.0M
Camarda Financial Advisors, LLC 1.60% Reduce -55.7% 53,393 $3.0M
KADENSA CAPITAL Ltd 0.42% New 52,987 $3.0M
Inman Jager Wealth Management, LLC 1.75% Reduce -3.9% 52,725 $3.0M
Orion Porfolio Solutions, LLC 0.03% Add +1.1% 52,706 $3.0M
Jones Financial Companies LLLP 0.00% Add +48.6% 54,126 $3.0M
TRUE Private Wealth Advisors 0.28% Add +1178.5% 52,430 $3.0M
Audent Global Asset Management, LLC 2.97% Reduce -23.0% 52,313 $3.0M
Credit Industriel Et Commercial 0.52% Add +438.6% 52,031 $3.0M
Valmark Advisers, Inc. 0.04% Add +0.3% 51,865 $2.9M
Institute for Wealth Management, LLC. 0.32% Add +3.0% 51,828 $2.9M
Lifeworks Advisors, LLC 0.38% Add +30.4% 51,803 $2.9M
Evergreen Capital Management LLC 0.06% Reduce -1.0% 51,782 $2.9M
Quantinno Capital Management LP 0.00% Add +36.8% 51,661 $2.9M
Nvwm, LLC 0.65% Add +34.4% 51,523 $2.9M
Fogel Capital Management, Inc. 1.34% Add +9.0% 51,420 $2.9M
Gladstone Institutional Advisory LLC 0.11% Add +144.7% 50,823 $2.9M
FF Advisors,LLC 1.17% Add +5.1% 46,286 $2.9M
NewEdge Wealth, LLC 0.03% Reduce -4.0% 50,600 $2.9M
Blue Trust, Inc. 0.03% Reduce -5.7% 50,559 $2.9M
Balanced Wealth Group LLC 1.02% Add +1.4% 50,157 $2.8M
Aureus Asset Management, LLC 0.19% Add +29.0% 50,121 $2.8M
Old National Bancorp 0.05% Reduce -15.5% 50,068 $2.8M
Connective Portfolio Management, LLC 7.69% Add +8.4% 50,000 $2.8M
Juncture Wealth Strategies, LLC 0.95% New 49,796 $2.8M
Legacy Trust 0.54% Add +13.0% 49,643 $2.8M
Littlejohn Financial Services, Inc. 2.11% Reduce 0.0% 49,549 $2.8M
SVB Wealth LLC 0.19% Reduce -0.0% 49,472 $2.8M
OneDigital Investment Advisors LLC 0.03% Reduce -24.3% 49,234 $2.8M
VestGen Advisors, LLC 0.08% Add +137.0% 42,467 $2.8M
Credit Agricole S A 0.01% Reduce -2.0% 49,161 $2.8M
Fulton Bank, N.A. 0.10% Add +0.2% 49,076 $2.8M
Sunbelt Securities, Inc. 0.17% Add +13.6% 48,575 $2.8M
MassMutual Private Wealth & Trust, FSB 0.07% Add +2.8% 47,971 $2.7M
Midwest Trust Co 0.03% Reduce -4.4% 47,275 $2.7M
Pathway Financial Advisors LLC 0.33% No change 47,365 $2.7M
Dominguez Wealth Management Solutions, Inc. 1.62% Add +5.1% 47,147 $2.7M
Kestra Private Wealth Services, LLC 0.03% Add +2.6% 47,065 $2.7M
Harmony Asset Management LLC 0.80% New 46,189 $2.6M
Ak Global Asset Management, LLC 2.44% New 23,800 $2.6M
Glen Eagle Advisors, LLC 0.36% Add +0.9% 45,141 $2.6M
Turn8 Private Wealth Inc. 1.60% New 45,000 $2.6M
First Foundation Advisors 0.10% Reduce -1.8% 44,949 $2.6M
Harfst & Associates, Inc. 0.45% New 44,755 $2.5M
Bank of Hawaii 0.13% Reduce -0.9% 44,330 $2.5M
Arax Advisory Partners 0.07% Add +523.3% 44,302 $2.5M
Birch Hill Investment Advisors LLC 0.11% Add +0.2% 44,237 $2.5M
Ackerman Capital Advisors, LLC 0.51% No change 44,091 $2.5M
Voya Investment Management LLC 0.00% Add +91.2% 44,022 $2.5M
First Financial Bankshares Inc 0.05% No change 43,894 $2.5M
Bluespring Wealth Management, LLC 0.21% Reduce -2.8% 43,657 $2.5M
Pure Financial Advisors, LLC 0.04% Reduce -4.5% 43,326 $2.5M
Bartlett & Co. Wealth Management LLC 0.03% Add +1.3% 38,058 $2.4M
Fsa Wealth Partners, Inc. 1.15% Reduce -41.6% 42,698 $2.4M
Fifth Third Wealth Advisors LLC 0.08% Reduce -6.2% 42,382 $2.4M
TD Waterhouse Canada Inc. 0.01% Add +166.1% 42,277 $2.4M
Bolthouse Investments, LLC 2.17% Add +11.0% 42,300 $2.4M
Agf Management Ltd. 0.01% Reduce -0.6% 42,285 $2.4M
Atlas Brown,Inc. 0.72% Add +1.8% 42,165 $2.4M
Mandatum Life Insurance Co Ltd 0.54% No change 42,083 $2.4M
Expressive Wealth LLC 2.28% Add +14.9% 35,407 $2.4M
Viewpoint Capital Management LLC 1.12% Add +5.1% 42,071 $2.4M
Parsons Capital Management Inc. 0.11% Add +185.5% 42,061 $2.4M
Itau Unibanco Holding S.A. 0.06% Reduce -94.5% 42,017 $2.4M
GFG Capital, LLC 0.76% New 41,919 $2.4M
Burke & Herbert Bank & Trust Co. 0.65% Add +12.6% 41,689 $2.4M
Neuberger Berman Group LLC 0.00% Add +59.0% 41,335 $2.3M
Integrated Wealth Concepts LLC 0.02% Add +21.2% 41,283 $2.3M
Fort Point Capital Partners LLC 0.31% Reduce -1.0% 41,263 $2.3M
Clifford Swan Investment Counsel LLC 0.08% Add +3.3% 41,100 $2.3M
Cliffwater LLC 0.61% No change 40,400 $2.3M
NorthCrest Asset Manangement, LLC 0.07% Reduce -16.5% 40,529 $2.3M
Webster Bank, N. A. 0.22% Add +98.3% 40,233 $2.3M
Apollon Wealth Management, LLC 0.04% Add +4.3% 40,031 $2.3M
Edmond DE Rothschild Holding S.A. 0.03% Add +204.5% 39,969 $2.3M
Vance Wealth, LLC 0.65% Reduce -4.0% 39,810 $2.3M
Joel Isaacson & Co., LLC 0.07% Add +34.2% 39,689 $2.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.03% Reduce -1.1% 39,564 $2.2M
Innova Wealth Partners 1.06% Reduce -2.3% 39,421 $2.2M
Weil Company, Inc. 0.50% Reduce -2.2% 39,344 $2.2M
Sincerus Advisory, LLC 1.68% Reduce -3.1% 38,943 $2.2M
Wagner Wealth Management, Corp 1.97% Add +722.5% 38,668 $2.2M
Allworth Financial LP 0.01% Add +1.4% 38,571 $2.2M
U.S. Capital Wealth Advisors, LLC 0.05% Add +8.9% 38,453 $2.2M
Providence First Trust Co 0.77% Add +7.7% 38,434 $2.2M
BSW Wealth Partners 0.27% Reduce -1.5% 38,347 $2.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.12% Reduce -68.2% 38,268 $2.2M
JFS Wealth Advisors, LLC 0.12% Add +6.7% 38,234 $2.2M
RFG Advisory, LLC 0.04% Reduce -33.6% 38,226 $2.2M
Kropog Financial Group, LLC 1.76% New 38,148 $2.2M
Smith, Moore & Co. 0.16% Add +1.0% 38,037 $2.2M
Financial Engines Advisors L.L.C. 0.00% Reduce -3.1% 37,874 $2.2M
Calton & Associates, Inc. 0.31% New 37,780 $2.1M
Farmers & Merchants Investments Inc. 0.06% No change 37,693 $2.1M
Private Wealth Asset Management, LLC 0.23% Reduce -2.8% 37,679 $2.1M
Keystone Financial Group 0.15% New 37,439 $2.1M
Rainier Family Wealth Inc. 1.42% Add +289.8% 37,387 $2.1M
Howland Capital Management LLC 0.08% No change 37,236 $2.1M
Canandaigua National Corp. 0.19% — 37,195 $2.1M
Avidian Wealth Enterprises, LLC 0.07% Add +77.4% 37,099 $2.1M
Regatta Capital Group, LLC 0.32% No change 36,952 $2.1M
Ewing Morris & Co. Investment Partners Ltd. 0.95% New 36,843 $2.1M
URS Advisory LLC 1.52% Add +329.3% 36,628 $2.1M
Next Capital Management LLC 0.63% Add +5.0% 36,624 $2.1M
Capital Group Private Client Services, Inc. 0.04% Reduce -5.8% 36,520 $2.1M
RPg Family Wealth Advisory, LLC 0.43% Add +9.6% 36,409 $2.1M
Lee Danner & Bass Inc. 0.13% Reduce -0.2% 36,385 $2.1M
Pine Valley Investments Ltd Liability Co 0.10% Reduce -19.4% 36,322 $2.1M
Yousif Capital Management, LLC 0.02% Reduce -23.6% 36,259 $2.1M
First Merchants Corp. 0.08% Add +1.2% 36,257 $2.1M
Heritage Investors Management Corp. 0.06% Reduce -1.4% 36,205 $2.1M
Risk Paradigm Group, LLC 1.75% Add +2.5% 36,022 $2.0M
Nordwand Advisors, LLC 0.36% Reduce -5.6% 35,909 $2.0M
Crewe Advisors LLC 0.17% Reduce -0.0% 35,868 $2.0M
Forza Wealth Management, LLC 0.71% No change 35,775 $2.0M
Poinciana Advisors Group, LLC 1.60% Reduce -18.7% 35,592 $2.0M
Clear Harbor Asset Management, LLC 0.14% Add +44.4% 35,438 $2.0M
Aspiriant, LLC 0.06% Reduce -11.1% 35,362 $2.0M
Summitpoint Capital Management 2.53% — 36,387 $2.0M
Peapack Gladstone Financial Corp. 0.03% Reduce -4.3% 34,996 $2.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +2.3% 34,729 $2.0M
Mather Group, Llc. 0.02% Reduce -0.9% 34,506 $2.0M
Advisors Preferred, LLC 0.29% New 34,498 $2.0M
Canton Hathaway, LLC 0.40% No change 34,485 $2.0M
Private Advisory Group LLC 0.14% Add +0.2% 34,403 $2.0M
BNP Paribas 0.06% Reduce -71.5% 33,842 $1.9M
Sachem Hill LLC 0.37% Reduce -0.6% 33,770 $1.9M
Fidelis Capital Partners, LLC 0.14% Add +8.2% 33,641 $1.9M
Evoke Wealth, LLC 0.04% Add +1.1% 33,605 $1.9M
Atticus Wealth Management, LLC 0.52% Reduce -1.3% 33,503 $1.9M
Rehmann Capital Advisory Group 0.10% Reduce -1.8% 33,375 $1.9M
Westshore Wealth, LLC 0.67% Add +7.5% 33,294 $1.9M
Cambient Family Office, LLC 0.26% Reduce -20.4% 33,173 $1.9M
Fortis Group Advisors, LLC 0.31% Add +204.7% 29,414 $1.9M
WealthCare Asset Management, LLC 1.99% Reduce -22.6% 32,859 $1.9M
Prosperity Planning, Inc. 0.67% Reduce -0.5% 32,594 $1.9M
Magnus Financial Group LLC 0.15% Reduce -0.8% 32,500 $1.8M
AMG Asset Management Group, Inc. 1.43% New 32,496 $1.8M
Mycio Wealth Partners, LLC 0.37% No change 32,422 $1.8M
Colorado Capital Management, Inc. 0.69% Reduce -0.7% 32,413 $1.8M
Legacy Capital Group California, Inc. 0.69% Add +96.3% 32,151 $1.8M
Mission Wealth Management, LP 0.04% Add +40.4% 32,111 $1.8M
Harbor Advisory Corp. 0.55% Reduce -5.9% 32,039 $1.8M
Rockland Trust Co. 0.07% Add +1.9% 31,955 $1.8M
River Wealth Advisors LLC 0.21% Reduce -4.5% 31,874 $1.8M
NerdWallet Wealth Partners, LLC 0.79% New 31,779 $1.8M
Highland Capital Management, LLC 0.10% Add +35.9% 31,697 $1.8M
Sequoia Financial Advisors, LLC 0.01% Add +2.9% 31,682 $1.8M
Invictus Private Wealth, LLC 0.11% Add +3.8% 31,561 $1.8M
Ramirez Asset Management, Inc. 0.21% Reduce -19.2% 30,918 $1.8M
IFP Advisors, Inc 0.04% Add +24.8% 31,101 $1.8M
Independence Wealth Advisors, LLC 0.94% Reduce -60.3% 31,093 $1.8M
Clearstead Advisors, LLC 0.02% Add +0.6% 30,932 $1.8M
Harvest Investment Services, LLC 0.32% Reduce -6.8% 30,879 $1.8M
Sentinel Trust Co. Lba 0.17% Reduce -1.8% 30,718 $1.7M
Insigneo Advisory Services, LLC 0.12% Add +1.2% 30,572 $1.7M
Fortitude Financial, LLC 0.92% Add +93.2% 30,546 $1.7M
Texas Bank & Trust Co 0.65% Reduce -1.9% 30,305 $1.7M
Israel Discount Bank of New York 3.77% Reduce -2.5% 30,274 $1.7M
Tiemann Investment Advisors, LLC 0.67% Reduce -2.1% 30,025 $1.7M
Heritage Trust Co 0.17% Add +14.8% 29,946 $1.7M
Truepoint, Inc. 0.04% No change 29,742 $1.7M
James Investment Research, Inc. 0.19% Add +153.5% 29,734 $1.7M
Salus Financial Advisors, LLC 0.98% Add +0.4% 29,672 $1.7M
Wellington Management Group LLP 0.00% Add +179.8% 29,645 $1.7M
Flagship Harbor Advisors, LLC 0.07% Add +54.5% 29,415 $1.7M
HORAN Wealth, LLC 0.16% Add +100.0% 30,398 $1.7M
Capital Investment Advisors, LLC 0.02% Add +0.0% 29,319 $1.7M
LBJ Family Wealth Advisors, Ltd. 0.97% Reduce -5.0% 30,303 $1.7M
Harbor Investment Advisory, LLC 0.13% Add +3.4% 29,107 $1.7M
Red Tortoise LLC 0.69% No change 29,106 $1.7M
Caprock Group, LLC 0.04% Add +198.6% 29,042 $1.6M
Schroder Investment Management Group 0.00% Add +2.0% 29,028 $1.6M
Principal Securities, Inc. 0.02% Add +5.3% 28,676 $1.6M
Bar Harbor Wealth Management 0.09% Reduce -0.0% 28,574 $1.6M
Klingenstein Fields & Co. LP 0.06% New 28,184 $1.6M
Winter & Associates, Inc. 1.40% Reduce -11.1% 27,912 $1.6M
HBK Sorce Advisory LLC 0.03% Add +0.7% 23,460 $1.6M
JMG Financial Group, Ltd. 0.04% Add +17.8% 27,606 $1.6M
Earned Wealth Advisors, LLC 0.10% Reduce -3.6% 27,471 $1.6M
Argent Trust Co 0.05% Add +0.5% 27,296 $1.6M
Lyell Wealth Management, LP 0.11% Add +7.8% 27,225 $1.5M
Lakeshore Capital Group, Inc. 1.26% Reduce -1.1% 27,216 $1.5M
Lavaca Capital LLC 0.29% No change 27,200 $1.5M
Y-Intercept (Hong Kong) Ltd 0.03% No change 27,034 $1.5M
BLB&B Advisors, LLC 0.06% Reduce -2.4% 27,003 $1.5M
Sacks & Associates, LLC 1.14% Add +2.2% 26,968 $1.5M
Paladin Partners, LLC 1.10% Add +2.3% 26,951 $1.5M
First Bank & Trust 0.25% No change 26,947 $1.5M
Pines Wealth Management, LLC 0.49% Reduce -13.8% 26,916 $1.5M
KFA Private Wealth Group, LLC 0.37% Add +3.6% 26,899 $1.5M
Shelton Capital Management 0.03% Reduce -1.9% 26,648 $1.5M
Silvercrest Asset Management Group LLC 0.01% Add +89.6% 26,570 $1.5M
Carret Asset Management, LLC 0.15% Add +5.1% 26,489 $1.5M
TD Private Client Wealth LLC 0.03% Add +21.7% 26,459 $1.5M
New Republic Capital, LLC 0.51% Add +16.7% 26,459 $1.5M
PFG Advisors 0.07% Add +7.3% 26,432 $1.5M
Purpose Unlimited Inc. 0.06% New 26,304 $1.5M
Wesbanco Bank Inc. 0.04% Reduce -3.7% 26,177 $1.5M
Smith Chas P & Associates Pa Cpas 0.08% No change 26,000 $1.5M
Obermeyer Wealth Partners 0.07% Reduce -6.7% 25,911 $1.5M
Turtle Creek Wealth Advisors, LLC 0.11% Add +1.0% 25,869 $1.5M
Northwest Wealth Management, LLC 0.22% No change 25,546 $1.5M
Aegis Wealth Management LLC 0.83% Reduce -17.0% 25,462 $1.4M
Cyndeo Wealth Partners, LLC 0.08% Reduce -0.8% 25,290 $1.4M
Dark Forest Capital Management LP 0.13% Reduce -95.4% 25,179 $1.4M
IPG Investment Advisors LLC 0.25% Add +63.3% 25,157 $1.4M
Everstar Asset Management, LLC 0.76% Reduce -7.0% 25,136 $1.4M
Contravisory Investment Management, Inc. 0.29% Add +56.1% 24,922 $1.4M
Simon Quick Advisors, LLC 0.06% No change 24,859 $1.4M
Gotham Asset Management 0.00% No change 24,770 $1.4M
Efficient Advisors, LLC 0.10% Reduce -9.9% 24,664 $1.4M
Investment Management Corp. /Va/ 1.20% Add +2.5% 24,633 $1.4M
Samalin Investment Counsel, LLC 0.50% Reduce -3.2% 24,583 $1.4M
DBK Financial Counsel, LLC 1.06% Reduce -0.2% 24,563 $1.4M
Farmers Trust Co. 0.22% Reduce -8.9% 24,533 $1.4M
Signature Estate & Investment Advisors LLC 0.03% Reduce -0.1% 24,387 $1.4M
Johnson & White Wealth Management, LLC 0.58% Reduce -2.6% 24,208 $1.4M
Gallacher Capital Management LLC 0.53% Reduce -6.4% 24,111 $1.4M
Stratos Wealth Advisors, LLC 0.08% Add +10.5% 24,074 $1.4M
Capula Management Ltd 0.01% Reduce -96.4% 23,879 $1.4M
TD Asset Management Inc 0.00% Add +24.6% 23,730 $1.3M
Elevatus Welath Management 0.70% Reduce -84.3% 23,664 $1.3M
ERn Financial, LLC 0.25% Reduce -6.9% 23,643 $1.3M
Founders Grove Wealth Partners, LLC 0.30% Reduce -1.8% 23,553 $1.3M
Capital Analysts, LLC 0.04% Reduce -3.7% 23,536 $1.3M
Ghe, LLC 0.55% No change 23,481 $1.3M
Modern Wealth Management, LLC 0.02% Reduce -96.5% 23,165 $1.3M
B&D White Capital Company, LLC 0.16% No change 23,186 $1.3M
Northeast Investment Management 0.05% Add +0.4% 23,134 $1.3M
RiverTree Advisors, LLC 0.83% Add +58.1% 22,994 $1.3M
Matisse Capital 0.56% No change 22,990 $1.3M
Dynamic Advisor Solutions LLC 0.04% Add +4.3% 22,951 $1.3M
Sonata Capital Group Inc. 0.48% Add +7.9% 22,916 $1.3M
Marble Harbor Investment Counsel, LLC 0.14% Reduce -3.8% 22,900 $1.3M
Newport Capital Group, LLC 0.79% Reduce -4.5% 22,803 $1.3M
Trinity Financial Advisors LLC 0.37% No change 22,709 $1.3M
SP Asset Management LLC 0.11% No change 22,639 $1.3M
NorthRock Partners, LLC 0.02% Add +0.3% 22,586 $1.3M
Lexington Hill Partners, LLC 0.72% Reduce -7.5% 22,483 $1.3M
J2 Capital Management Inc 0.87% Reduce -43.8% 22,423 $1.3M
Three Seasons Wealth, LLC 0.49% Add +14.3% 22,380 $1.3M
Buck Wealth Strategies, LLC 0.16% Reduce -9.0% 22,376 $1.3M
Welch & Forbes LLC 0.02% Add +44.8% 22,345 $1.3M
Pittenger & Anderson Inc. 0.05% Add +0.7% 22,345 $1.3M
Affiance Financial, LLC 0.21% Reduce -0.4% 22,276 $1.3M
Bear Mountain Capital, Inc. 0.38% Reduce -0.5% 19,966 $1.3M
Retirement Income Solutions, Inc. 0.22% Reduce -2.4% 22,207 $1.3M
E&G Advisors, LLC 0.28% Add +20.3% 22,180 $1.3M
Marex Group Ltd 0.01% Add +401.9% 22,102 $1.3M
Cardiff Park Advisors, LLC 0.10% Reduce -0.4% 22,026 $1.3M
NWF Advisory Services Inc. 0.14% Add +20.2% 22,008 $1.2M
Forum Finance Group S.A. 0.68% — 27,276 $1.2M
Nwam LLC 0.07% Add +12.8% 21,943 $1.2M
Daymark Wealth Partners, LLC 0.04% Reduce -2.4% 21,698 $1.2M
Morris Financial Concepts, Inc. 0.42% Reduce -5.9% 21,665 $1.2M
Hoxton Planning & Management, LLC 0.37% Reduce -0.1% 21,550 $1.2M
Tidal Investments LLC 0.00% New 21,500 $1.2M
Kingswood Wealth Advisors, LLC 0.06% Add +38.1% 21,483 $1.2M
Noesis Capital Mangement Corp. 0.18% Add +1.7% 21,479 $1.2M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -0.4% 21,468 $1.2M
Sterling Investment Advisors, Ltd. 0.22% No change 21,445 $1.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1648.8% 21,440 $1.2M
Pacific Financial Group Inc. 0.66% Add +6.4% 21,428 $1.2M
LaSalle St. Investment Advisors, LLC 0.17% Reduce -2.9% 21,245 $1.2M
Ballast Rock Private Wealth LLC 0.67% No change 21,197 $1.2M
Sovereign Financial Group, Inc. 0.21% Reduce -9.4% 21,176 $1.2M
Tocqueville Asset Management L.P. 0.02% Reduce -5.8% 21,117 $1.2M
St. Louis Trust Co 0.14% Add +6.6% 20,994 $1.2M
Osborne Partners Capital Management, LLC 0.06% No change 20,910 $1.2M
Procyon Advisors, LLC 0.06% Add +0.2% 20,861 $1.2M
Oakworth Capital, Inc. 0.06% Reduce -0.2% 20,771 $1.2M
Cullen Capital Management, LLC 0.01% Reduce -88.9% 20,700 $1.2M
Evolution Wealth Advisors, LLC 0.12% No change 20,697 $1.2M
Independent Family Office, LLC 0.48% No change 20,688 $1.2M
Bayban 1.02% No change 20,682 $1.2M
Truxt Investmentos Ltda. 0.75% — 11,712 $1.2M
Ticino Wealth 0.40% Add +65.4% 16,723 $1.2M
JSF Financial, LLC 0.23% Reduce -42.4% 20,444 $1.2M
Klingman & Associates, LLC 0.06% Add +0.7% 20,415 $1.2M
HUB Investment Partners, LLC 0.03% Add +9.9% 20,362 $1.2M
Basecamp Wealth Advisors LLC 0.24% No change 20,270 $1.2M
Taylor & Morgan Wealth Management, LLC 0.66% Add +52.8% 20,248 $1.1M
Colony Family Offices, LLC 0.28% No change 20,229 $1.1M
Afg Fiduciary Services Limited Partnership 0.68% No change 20,110 $1.1M
Tortoise Investment Management, LLC 0.09% Reduce -5.6% 20,206 $1.1M
Johnson Financial Group, Inc. 0.04% Reduce -19.6% 20,196 $1.1M
Glass Jacobson Investment Advisors llc 0.40% Reduce -4.3% 20,189 $1.1M
O'shaughnessy Asset Management, LLC 0.01% Add +30.1% 20,147 $1.1M
DAVENPORT & Co LLC 0.01% Add +18.5% 20,090 $1.1M
Roble, Belko & Company, Inc 0.14% No change 20,072 $1.1M
Virtue Capital Management, LLC 0.17% Reduce -7.2% 20,760 $1.1M
LuminArx Capital Management LP 1.18% New 20,000 $1.1M
Coign Capital Advisors LLC 0.59% Add +7.2% 19,895 $1.1M
Ridge Creek Global, Inc 0.95% Add +11.1% 19,784 $1.1M
Ramsay, Stattman, Vela & Price, Inc. 0.22% Add +1.3% 19,591 $1.1M
MFG Wealth Management, Inc. 0.92% New 19,545 $1.1M
Westmount Partners, LLC 0.27% Add +83.3% 19,505 $1.1M
Hansen & Associates Financial Group, Inc. 0.60% Reduce -40.6% 19,547 $1.1M
Perennial Investment Advisors, LLC 0.09% Add +182.7% 19,466 $1.1M
Orin Green Financial, LLC 0.45% Reduce -1.9% 19,379 $1.1M
Crescent Grove Advisors, LLC 0.11% Reduce -24.6% 19,312 $1.1M
XML Financial, LLC 0.09% Reduce -6.1% 19,215 $1.1M
Whalerock Point Partners, LLC 0.22% No change 18,986 $1.1M
CreativeOne Wealth, LLC 0.03% Add +9.0% 18,950 $1.1M
Chilton Investment Co. Inc. 0.03% New 18,900 $1.1M
Global Trust Wealth Management LLC 0.81% No change 18,853 $1.1M
Prosperity Consulting Group, LLC 0.05% Add +22.4% 18,594 $1.1M
GAMCO Investors 0.01% Add +6.9% 18,588 $1.1M
Apex Wealth Management, LLC 0.72% Reduce -69.5% 18,565 $1.1M
Redwood Park Advisors LLC 0.77% Add +35.7% 18,380 $1.0M
BigSur Wealth Management LLC 0.29% No change 18,300 $1.0M
Texas Yale Capital Corp. 0.03% No change 18,259 $1.0M
G&S Capital LLC 0.36% Add +4.7% 18,178 $1.0M
Kelsey Financial, LLC 0.90% Reduce -4.4% 18,134 $1.0M
Tranquilli Financial Advisor LLC 0.60% Add +4.7% 18,099 $1.0M
Certuity, LLC 0.07% Reduce -1.6% 18,081 $1.0M
Evercore Wealth Management, LLC 0.02% Reduce -0.5% 17,964 $1.0M
Independent Solutions Wealth Management, LLC 0.15% Add +112.6% 17,870 $1.0M
Vanguard National Trust Co 0.06% — 17,847 $1.0M
Connecticut Wealth Management, LLC 0.04% No change 17,586 $999K
Signaturefd, LLC 0.02% Add +2.0% 17,403 $988K
Quadrant Capital Group LLC 0.03% No change 17,398 $988K
Hudson Portfolio Management LLC 0.83% Add +1.8% 17,270 $981K
Stevens Capital Management LP 0.15% New 17,200 $977K
YHB Investment Advisors, Inc. 0.07% Add +0.3% 17,180 $976K
International Assets Investment Management, LLC 0.07% Reduce -13.8% 16,984 $972K
Sunpointe, LLC 0.32% Reduce -1.1% 17,068 $969K
Rossmore Private Capital 0.09% No change 17,064 $969K
Act Wealth Management, LLC 0.32% Add +15.4% 16,988 $965K
Arcus Capital Partners, LLC 0.34% Add +1.0% 16,886 $959K
Ameriprise Financial Inc. 0.00% Reduce -97.3% 16,819 $955K
RiverGlades Family Offices LLC 0.56% — 16,802 $954K
Haverford Trust Co 0.01% Add +23.9% 16,794 $954K
Capital Advisors Inc. 0.02% Add +42.0% 16,644 $945K
Appleton Partners Inc. 0.07% Reduce -1.2% 16,636 $945K
Union Bancaire Privee, UBP SA 0.01% Add +3.2% 21,905 $940K
Bramshill Investments, LLC 0.08% New 16,400 $931K
Cedar Wealth Management, LLC 0.27% No change 16,379 $930K
Compagnie Lombard Odier SCmA 0.01% Add +27.4% 16,258 $923K
Impact Capital Partners LLC 0.28% Add +211.0% 16,201 $920K
Ancora Advisors LLC 0.02% Add +13.1% 16,191 $919K
First Manhattan Co. Llc. 0.00% Reduce -0.9% 16,138 $916K
Wealthspire Retirement, LLC 0.05% Reduce -5.2% 16,121 $916K
Gambit Capital Management, LLC 0.65% Add +9.9% 16,049 $911K
Ascension Capital Advisors, Inc. 0.29% Reduce -0.8% 16,028 $910K
Nomura Asset Management International Inc. 0.00% Add +8.7% 16,000 $909K
One Wealth Advisors, LLC 0.11% Reduce -3.7% 16,005 $909K
Bitterroot Capital Advisors LLC 0.55% No change 15,977 $907K
Limestone Investment Advisors LP 0.44% New 15,870 $901K
Belvedere Trading LLC 0.12% New 15,753 $895K
Everett Harris & Co. 0.01% Add +0.0% 15,693 $891K
Patriot Investment Management Group, Inc. 0.06% No change 15,674 $890K
Stonebridge Capital Advisors LLC 0.06% No change 15,600 $886K
Franklin, Parlapiano, Turner & Welch, LLC 0.21% No change 14,156 $883K
Hexagon Capital Partners LLC 0.13% Add +0.0% 15,496 $880K
Chesapeake Wealth Management 0.27% Reduce -0.6% 15,447 $877K
Crestwood Advisors Group, LLC 0.01% Reduce -7.0% 15,445 $877K
WCG Wealth Advisors LLC 0.02% Reduce -39.1% 15,431 $876K
Sigma Planning Corp 0.02% Reduce -40.9% 15,421 $876K
Rothschild Wealth LLC 0.08% Add +4.8% 15,309 $869K
Madden Advisory Services, Inc. 0.34% Add +12.8% 15,212 $864K
Focus Financial Network, Inc. 0.03% Add +153.2% 15,159 $861K
Nexus Investment Management ULC 0.12% New 15,000 $852K
Roof Eidam Maycock Peralta, LLC 0.20% No change 14,995 $852K
J. Safra Sarasin Holding AG 0.01% Reduce -64.8% 14,944 $849K
Lakeridge Wealth Management LLC 0.36% Reduce -2.4% 14,878 $845K
Smith & Howard Wealth Management, LLC 0.18% Add +113.0% 15,629 $842K
Lodestar Private Asset Management LLC 0.08% Reduce -1.4% 14,737 $837K
Friday Financial 0.29% No change 14,729 $836K
Catalyst Financial Partners LLC 0.10% Add +38.3% 14,595 $829K
Argyle Capital Partners, LLC 0.60% Add +52.1% 14,558 $827K
Savvy Advisors, Inc. 0.02% Add +33.9% 14,528 $825K
SBI Securities Co., Ltd. 0.02% Reduce -0.8% 14,492 $823K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Add +1.1% 14,352 $815K
Hilltop Holdings Inc. 0.07% Reduce -5.5% 14,259 $810K
Berman McAleer LLC 0.11% Reduce -1.3% 14,240 $809K
Natixis Advisors, LLC 0.00% New 14,231 $808K
Mayflower Financial Advisors, LLC 0.10% Reduce -0.3% 14,163 $804K
Salem Investment Counselors Inc. 0.02% Add +6.3% 14,152 $804K
CFS Investment Advisory Services, LLC 0.06% Reduce -21.2% 12,600 $802K
Ti-Trust, Inc. 0.47% No change 14,072 $799K
Blue Line Capital, LLC / IL 0.90% Add +53.3% 14,056 $798K
IHT Wealth Management, LLC 0.02% Add +15.0% 13,998 $795K
Bannerman Wealth Management Group, LLC 0.53% Reduce -7.4% 13,910 $790K
GFS Advisors, LLC 0.05% No change 13,900 $789K
Bank of New Hampshire 0.18% No change 13,893 $789K
Acropolis Investment Management, LLC 0.03% No change 13,876 $788K
Western Wealth Management, LLC 0.03% Add +110.8% 13,870 $788K
CM Wealth Advisors LLC 0.17% Reduce -1.1% 13,836 $786K
Resonant Capital Advisors, LLC 0.04% Reduce -1.8% 13,783 $783K
Navellier & Associates Inc. 0.08% Reduce -17.2% 13,693 $778K
White Pine Capital LLC 0.21% Add +1.8% 13,681 $777K
Evolve Private Wealth, LLC 0.04% Add +25.2% 13,622 $774K
RiverFront Investment Group, LLC 0.01% Reduce -0.7% 13,615 $773K
Cordgrass Capital Advisors, LLC 0.18% Reduce -6.2% 13,566 $770K
Eclectic Associates Inc. 0.10% Add +81.2% 13,560 $770K
Evelyn Partners Investment Management (Europe) Ltd 0.26% Reduce -2.3% 13,542 $769K
Davidson Trust Co. 0.33% No change 13,471 $765K
EverSource Wealth Advisors, LLC 0.02% Add +34.2% 13,447 $764K
Decision Investments, Inc. 0.87% Add +4.0% 13,447 $764K
Idaho Trust Co 0.25% Add +10.0% 13,431 $763K
Round Rock Advisors LLC 0.12% No change 13,417 $762K
Evanson Asset Management, LLC 0.04% Reduce -44.5% 13,398 $761K
Strid Group, LLC 0.09% Reduce -18.5% 13,393 $761K
Mirabaud & Cie SA 0.31% Reduce -4.9% 13,360 $759K
Betterment LLC 0.00% Add +14.3% 13,318 $756K
Florida Financial Advisors, LLC 0.18% Add +39.2% 13,290 $755K
PKS Advisory Services, LLC 0.17% Add +14.3% 13,145 $753K
Marathon Trading Investment Management LLC 0.22% New 13,196 $749K
Pictet North America Advisors SA 0.07% Reduce -97.8% 13,191 $749K
Trust Co 0.07% Add +13.4% 13,172 $748K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.18% No change 13,164 $748K
Brookstone Capital Management 0.01% Add +102.6% 13,101 $744K
Rockingstone Advisors LLC 0.34% Add +8.3% 13,080 $743K
WealthShield Partners, LLC 0.08% No change 13,065 $742K
Embree Financial Group 0.09% Reduce -0.9% 13,040 $741K
Cypress Wealth Services, LLC 0.10% Reduce -7.0% 13,033 $740K
Integrated Advisors Network LLC 0.04% Reduce -79.5% 13,014 $739K
Bluedoor Private Wealth, LLC 0.34% Add +3.9% 12,985 $737K
Cascade Financial Partners, LLC 0.08% No change 12,968 $736K
Buska Wealth Management, LLC 0.29% New 12,905 $733K
Foster & Motley Inc. 0.04% Reduce -22.2% 12,894 $732K
First Citizens Bank & Trust Co. 0.02% Reduce -7.1% 12,853 $730K
Genus Capital Management Inc. 0.08% Reduce -6.4% 12,843 $729K
Sovran Advisors, LLC 0.06% Add +4.9% 11,319 $724K
Wellington Shields Capital Management, LLC 0.11% New 12,750 $724K
Boyum Wealth Architects LLC 0.30% Add +9.1% 11,260 $722K
CSM Advisors, LLC 0.02% Add +74.0% 12,700 $721K
McKinley Carter Wealth Services, Inc. 0.04% No change 12,683 $720K
Pinnacle Bancorp, Inc. 0.21% Reduce -2.4% 12,628 $717K
Trail Ridge Investment Advisors, LLC 0.31% Reduce -11.3% 12,626 $717K
Fonville Wealth Management LLC 0.14% Reduce -0.1% 12,606 $716K
Wedbush Securities Inc. 0.02% Add +12.5% 12,583 $715K
Visionary Wealth Advisors 0.03% Add +5.8% 12,539 $712K
Roman Butler Fullerton & Co. 0.20% Reduce -78.0% 11,757 $711K
Cooper/Haims Advisors, LLC 0.33% Reduce -6.0% 12,489 $709K
Tran Capital Management, L.P. 0.10% No change 12,475 $708K
Conservest Capital Advisors, Inc. 0.06% Add +14.7% 12,463 $708K
Vise Technologies, Inc. 0.01% No change 12,909 $706K
TSA Wealth Managment LLC 0.23% Reduce -13.8% 12,407 $705K
W Advisors, LLC 0.36% No change 12,386 $703K
Serenity Investment Advisors 0.33% Reduce -27.5% 10,650 $702K
VestGen Investment Management 0.39% New 12,315 $699K
Zions Bancorporation, National Association 0.04% No change 12,300 $699K
Surience Private Wealth LLC 0.75% Add +208.4% 12,291 $698K
Anb Bank 0.28% No change 12,289 $698K
Foster Group, Inc. 0.02% No change 12,270 $697K
Clarkston Capital Partners, LLC 0.05% No change 12,250 $696K
Waddell & Associates, LLC 0.04% Add +7.5% 12,247 $696K
Lionsbridge Wealth Management LLC 0.70% Add +0.3% 12,187 $692K
Integrity Alliance, Llc. 0.03% Add +0.2% 12,184 $692K
Diversified Trust Co. 0.01% Add +36.4% 12,160 $691K
Bleakley Financial Group, LLC 0.01% Add +4.3% 12,127 $689K
Chesley Taft & Associates LLC 0.03% Reduce -3.2% 12,076 $686K
Narwhal Capital Management 0.05% No change 12,050 $684K
Orrstown Financial Services Inc. 0.11% No change 12,000 $681K
Parkside Financial Bank & Trust 0.05% Reduce -5.2% 11,953 $679K
Virtue Asset Management LLC 0.55% Add +19.3% 11,901 $676K
Addison Capital Co 0.12% New 11,879 $675K
Bonfire Financial 0.51% Add +0.3% 11,857 $673K
Boltwood Capital Management 0.17% Add +0.0% 11,803 $670K
Constant Guidance Financial LLC 0.46% New 11,764 $668K
Lanark Financial, Inc. 0.05% Add +15.2% 11,744 $667K
UMB Bank, n.a. 0.01% Add +174.5% 11,725 $666K
1492 Capital Management LLC 0.25% Reduce -1.0% 11,664 $662K
Apella Capital, LLC 0.01% Add +40.4% 10,361 $659K
Revolve Wealth Partners, LLC 0.09% Reduce -0.0% 11,573 $657K
Cornerstone Wealth Group, LLC 0.04% Add +0.3% 10,534 $656K
Polymer Capital Management (HK) LTD 0.09% New 11,523 $654K
Crusonia Wealth Advisors LLC 0.13% No change 11,483 $652K
SageView Advisory Group, LLC 0.02% Add +119.7% 11,442 $650K
Focused Alpha, LLC 0.20% Reduce -3.2% 11,437 $650K
Pallas Capital Advisors LLC 0.02% New 11,371 $646K
Element Wealth, LLC 0.27% Add +1.0% 11,357 $645K
FourThought Financial Partners, LLC 0.06% Add +8.4% 11,329 $643K
DGS Capital Management, LLC 0.11% Reduce -6.2% 11,276 $640K
Brand Asset Management Group, Inc. 0.17% Reduce -0.6% 11,247 $639K
Dorsey & Whitney Trust CO LLC 0.04% Add +57.0% 11,247 $639K
Trust Point Inc. 0.06% New 11,227 $638K
Stephens Inc. 0.01% Reduce -88.0% 11,225 $637K
B. Riley Wealth Advisors, Inc. 0.04% Reduce -3.8% 11,643 $637K
Aerodigm Wealth, LLC 0.24% Reduce -5.4% 11,164 $634K
TPG Financial Advisors, LLC 0.21% New 11,140 $633K
Debussy Capital Management LP 0.09% No change 11,128 $632K
Horst & Graben Wealth Management LLC 0.09% Reduce -0.9% 9,903 $630K
Washington Trust Advisors, Inc. 0.05% Reduce -55.1% 11,056 $628K
Jane Street Group, LLC 0.00% Reduce -96.9% 11,005 $625K
BFI Infinity Ltd. 0.35% No change 11,000 $625K
Intellectus Partners, LLC 0.13% Add +11.6% 10,986 $624K
Cranbrook Wealth Management, LLC 0.13% Reduce -6.2% 10,958 $622K
Asempa Wealth Advisors 0.54% Reduce -0.1% 10,823 $619K
Ascentis Independent Advisors 0.05% Add +106.2% 10,873 $617K
Howard Financial Services, LTD. 0.07% New 10,830 $615K
ShoreHaven Wealth Partners, LLC 0.22% Add +0.0% 10,829 $615K
Ramiah Investment Group 0.54% Reduce -81.2% 10,803 $614K
Moneda S.A. Administradora General de Fondos 0.50% Reduce -53.2% 10,803 $614K
American Investment Services, Inc. 0.14% Reduce -2.0% 10,794 $613K
Alexander Randolph Advisory, Inc. 0.53% No change 10,726 $609K
North Star Investment Management Corp. 0.04% Add +3.2% 10,717 $609K
Roberts Glore & Co. Inc. 0.17% New 10,713 $608K
Mgo One Seven LLC 0.01% Add +40.1% 10,707 $608K
Assetmark, Inc. 0.00% Add +49.6% 10,622 $603K
Compound Planning, Inc. 0.02% Add +18.8% 10,600 $602K
Arlington Trust Co LLC 0.05% No change 10,571 $600K
Money Concepts Capital Corp. 0.03% Add +159.2% 10,559 $600K
Roundview Capital LLC 0.04% New 10,554 $599K
Snowden Capital Advisors LLC 0.02% Add +45.4% 10,457 $594K
Kagan Cocozza Asset Management 0.42% Add +1.9% 10,445 $593K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -40.9% 10,439 $593K
Syntax Research, Inc. 0.38% No change 10,418 $592K
Sunflower Bank, N.A. 0.15% No change 10,400 $591K
Berkshire Asset Management LLC 0.03% New 10,322 $586K
Burney Co./ 0.02% Reduce -7.2% 10,292 $584K
Adell Harriman & Carpenter Inc. 0.04% Add +2.3% 10,253 $582K
Titleist Asset Management, LLC 0.04% Add +8.4% 10,142 $576K
Pinebridge Investments LLC 0.00% Reduce -39.8% 10,118 $575K
Cary Street Partners Financial LLC 0.01% Add +15.0% 10,083 $573K
Missouri Trust & Investment Co 0.17% Reduce -1.3% 10,060 $571K
Winthrop Partners - WNY, LLC 0.30% No change 10,037 $570K
Systematic Alpha Investments, LLC 0.02% No change 10,018 $569K
LJI Wealth Management, LLC 0.09% No change 10,012 $569K
Aptus Capital Advisors, LLC 0.00% No change 10,011 $569K
Breachway Investments LLC 0.55% Add +0.5% 9,926 $568K
Ping Capital Management, Inc. 0.22% New 10,000 $568K
K.J. Harrison & Partners Inc 0.09% No change 10,000 $568K
Colter Lewis Investment Partners LLC 0.53% New 9,975 $566K
Canandaigua National Trust Co of Florida 0.45% Reduce -19.4% 9,886 $561K
Elevation Wealth Partners, LLC 0.20% No change 9,831 $558K
Brown Miller Wealth Management, LLC 0.16% New 9,794 $556K
TrinityBridge Ltd 0.01% No change 9,780 $555K
Adirondack Capital Advisors, LLC 0.36% Reduce -1.0% 9,735 $553K
Croban 0.26% Reduce -2.6% 9,658 $548K
Morton Capital Management LLC 0.08% No change 9,631 $547K
Novak & Powell Financial Services, Inc. 0.29% Reduce -6.8% 8,698 $546K
Innovative Asset Advisors Group, LLC 0.31% — 9,583 $544K
Ascent Group, LLC 0.02% Reduce -0.3% 9,548 $542K
Sax Wealth Advisors, LLC 0.03% No change 9,901 $542K
Fund Evaluation Group, LLC 0.02% New 9,470 $538K
Financial Solutions Advisory Group, Inc. 0.07% — 9,424 $535K
Sage Financial Management Group, Inc. 0.16% Reduce -1.3% 9,405 $534K
Great Valley Advisor Group, Inc. 0.01% Add +14.3% 9,405 $534K
O'ROURKE & COMPANY, Inc 0.21% Add +5.1% 9,357 $531K
CogentBlue Wealth Advisors, LLC 0.36% Reduce -6.9% 9,334 $530K
Aua Capital Management, LLC 0.27% No change 9,321 $529K
Foundations Investment Advisors, LLC 0.01% Reduce -53.9% 9,279 $527K
Retirement Planning Group, LLC 0.02% Add +131.1% 9,273 $527K
Centaurus Financial, Inc. 0.03% Reduce -88.1% 9,268 $526K
Powell Investment Advisors, LLC 0.18% Reduce -8.7% 9,253 $525K
Thrive Wealth Management, LLC 0.08% Add +3.6% 9,246 $525K
One Capital Management, LLC 0.01% Add +5.2% 9,233 $524K
Reflection Asset Management 0.32% Add +21.4% 8,160 $523K
Diversified Portfolios, Inc. 0.04% Add +0.3% 9,074 $515K
Essex Financial Services, Inc. 0.03% Add +19.2% 9,069 $515K
HCR Wealth Advisors 0.05% Add +7.8% 9,063 $515K
Strategic Blueprint, LLC 0.03% Reduce -9.8% 9,050 $514K
AlphaCore Capital LLC 0.01% Reduce -0.3% 9,009 $512K
Chapin Davis, Inc. 0.11% Add +6.7% 8,962 $509K
Stordahl Capital Management, Inc. 0.10% Reduce -4.1% 8,934 $507K
Endowment Wealth Management, Inc. 0.22% Reduce -1.1% 8,900 $505K
Saxon Interests, Inc. 0.17% Reduce -19.7% 8,898 $505K
National Bank of Canada 0.00% Add +5.7% 8,916 $505K
Well Done, LLC 0.07% Add +5.7% 8,883 $504K
Gilliland Jeter Wealth Management LLC 0.15% No change 8,841 $502K
Thompson David Blair 0.29% New 8,806 $500K
Flputnam Investment Management Co. 0.01% Add +10.8% 8,782 $499K
Empirical Asset Management, LLC 0.13% Add +11.2% 8,778 $498K
Fisher Asset Management 0.00% New 8,759 $497K
Key Financial Inc 0.09% Add +6.1% 8,710 $495K
MFA Wealth Services 0.33% Add +2.6% 8,705 $494K
Capital Advisors, Ltd. LLC 0.06% Add +344.4% 8,701 $494K
Canal Capital Management, LLC 0.07% Add +0.7% 8,686 $493K
Canopy Partners, LLC 0.17% Reduce -33.6% 8,673 $493K
Collective Family Office LLC 0.11% No change 8,669 $492K
REDW Wealth LLC 0.20% No change 8,656 $492K
180 Wealth Advisors, LLC 0.06% Reduce -0.3% 8,649 $491K
Norden Group LLC 0.05% Add +6.0% 8,622 $490K
First National Bank Sioux Falls 0.13% No change 7,839 $490K
Argent Advisors, Inc. 0.13% Reduce -3.8% 8,610 $489K
Guidance Capital, Inc. 0.11% Reduce -63.6% 7,472 $489K
Sightline Wealth Advisors, LLC 0.21% Add +0.2% 8,605 $489K
Trust Co. of Oklahoma 0.14% No change 8,600 $488K
Sage Capital Advisors,llc 0.11% Reduce -0.6% 8,584 $488K
PACK Private Wealth, LLC 0.22% No change 8,575 $487K
Easterly Investment Partners LLC 0.04% Reduce -9.0% 8,558 $486K
Gibbs Wealth Management 0.06% Add +59.0% 8,551 $486K
Rebalance, LLC 0.03% No change 8,505 $483K
HighRoad Wealth Advisors, LLC 0.47% Reduce -2.4% 8,504 $483K
First Nebraska Trust Co 0.04% No change 8,500 $483K
Private Wealth Advisors, LLC 0.13% No change 8,421 $478K
Luts & Greenleigh Group, Inc. 0.37% Add +0.8% 8,330 $473K
Private Trust Co. NA 0.04% Reduce -0.8% 8,306 $472K
WASHINGTON TRUST Co 0.02% Reduce -3.7% 8,284 $470K
Discipline Wealth Solutions, LLC 0.05% Add +2.3% 8,212 $466K
HM Payson & Co. 0.01% Reduce -2.6% 8,208 $466K
Benjamin Edwards Inc. 0.00% New 8,204 $466K
Bedel Financial Consulting, Inc. 0.05% No change 8,153 $463K
Prelude Capital Management, LLC 0.04% Add +35.8% 8,150 $463K
JDM Financial Group LLC 0.18% No change 8,144 $462K
First Horizon Corp. 0.02% No change 8,093 $460K
Indiana Trust & Investment Management Co 0.14% No change 8,056 $458K
Bridgewater Advisors Inc. 0.03% Reduce -57.6% 6,806 $457K
TAGStone Capital, Inc. 0.16% No change 7,996 $454K
Brown Brothers Harriman & Co. 0.00% Add +1.6% 7,985 $453K
Vawter Financial, Ltd. 0.19% Reduce -1.1% 7,977 $453K
Atlantic Union Bankshares Corp 0.01% Add +32.9% 7,958 $452K
David J Yvars Group 0.25% Reduce -1.5% 7,947 $451K
Moss Adams Wealth Advisors LLC 0.03% No change 7,942 $451K
Yarger Wealth Strategies, LLC 0.18% New 7,930 $450K
Shared Vision Wealth Group LLC 0.18% No change 7,922 $450K
Cookson Peirce & Co. Inc. 0.02% Add +4.8% 7,900 $449K
Hardin Capital Partners, LLC 0.21% Add +1.3% 7,853 $446K
Briaud Financial Planning Inc 0.12% New 7,830 $445K
Gibson Capital, LLC 0.08% No change 7,820 $444K
17 Capital Partners, LLC 0.23% Add +26.1% 7,815 $444K
Intrua Financial, LLC 0.05% Reduce -0.6% 7,810 $444K
Park Edge Advisors, LLC 0.10% Reduce -35.2% 7,790 $442K
Trivium Point Advisory, LLC 0.08% Add +5.4% 7,779 $442K
Toth Financial Advisory Corp. 0.05% Add +7.3% 7,772 $441K
Inscription Capital, LLC 0.05% No change 7,745 $440K
American Trust 0.04% Add +4.2% 7,738 $439K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -26.7% 7,712 $438K
OneAscent Financial Services LLC 0.02% New 7,709 $438K
Fiduciary Financial Group, LLC 0.06% Add +71.3% 7,663 $435K
Banque Transatlantique SA 0.01% No change 7,656 $435K
Finivi Inc. 0.24% New 7,615 $432K
Summit Wealth Partners, LLC 0.07% New 7,611 $432K
Prairieview Wealth Partners, LLC 0.35% Reduce -0.6% 7,584 $431K
Ibex Wealth Advisors 0.04% New 7,553 $429K
Gateway Wealth Partners, LLC 0.02% New 7,498 $426K
Clark Asset Management, LLC 0.04% Add +1.1% 7,436 $422K
Ameritas Advisory Services, LLC 0.02% Add +6.8% 7,423 $422K
Discovery Capital Management, LLC / CT 0.02% No change 7,405 $421K
Aprio Wealth Management, LLC 0.02% Add +32.5% 7,403 $420K
Piscataqua Savings Bank 0.30% No change 7,400 $420K
Murphy, Middleton, Hinkle & Parker, Inc. 0.19% Reduce -65.7% 7,379 $419K
Aspect Partners, LLC 0.17% Reduce -80.6% 7,358 $418K
BlackDiamond Wealth Management, LLC 0.20% Add +1.1% 7,356 $418K
Investment Advisory Group, LLC 0.11% Add +61.2% 7,347 $417K
Ironwood Financial, llc 0.07% Reduce -0.3% 7,342 $417K
Consilium Wealth Advisory, LLC 0.14% Add +33.2% 7,325 $416K
Aspen Capital Management, LLC 0.10% No change 7,314 $415K
Prime Capital Investment Advisors, LLC 0.00% Reduce -2.4% 7,308 $415K
Summit Financial Strategies, Inc. 0.03% Reduce -14.3% 7,296 $414K
MMBG Investment Advisors Co. 0.04% No change 7,275 $413K
Triad Wealth Partners, LLC 0.03% Reduce -7.7% 7,248 $412K
Eagle Rock Investment Company, LLC 0.06% Add +19.5% 7,243 $411K
Ami Investment Management Inc. 0.09% Add +0.1% 7,228 $410K
Nest Investments, LLC 0.33% Add +12.8% 7,189 $408K
Capital Square, LLC 0.19% Reduce -20.2% 6,403 $408K
Facet Wealth, Inc. 0.01% Add +17.6% 7,181 $408K
Mainstay Capital Management LLC 0.03% New 7,145 $406K
CFG Wealth Management Services, Inc. 0.38% Reduce -3.0% 7,349 $405K
Diversified Management Inc. 0.07% Add +31.2% 7,129 $405K
Vigilare Wealth Management 0.14% Add +34.4% 7,114 $404K
Sovereign Investment Advisors, LLC 0.09% Add +27.0% 7,112 $404K
Kiley Juergens Wealth Management, LLC 0.07% New 7,104 $403K
Wedmont Private Capital 0.01% New 6,674 $403K
Loomis Sayles & Co. L P 0.00% New 7,073 $402K
Triangle Securities Wealth Management 0.09% No change 7,056 $401K
Nicolet Bankshares Inc. 0.01% New 6,995 $400K
Cottage Street Advisors LLC 0.17% Add +40.0% 7,000 $398K
Trust Co. of Toledo NA 0.04% No change 6,991 $397K
Sierra Capital LLC 0.04% No change 6,991 $397K
Wealth Forward, LLC 0.22% Reduce -3.1% 6,988 $397K
Security Financial Services, INC. 0.06% Reduce -4.6% 6,979 $396K
Beacon Financial Group 0.04% Reduce -2.8% 6,952 $395K
Peterson Wealth Advisors, LLC 0.05% No change 6,935 $394K
North Berkeley Wealth Management, LLC 0.21% Reduce -3.4% 6,933 $394K
Fielder Capital Group LLC 0.09% New 6,904 $392K
GW&K Investment Management, LLC 0.00% No change 6,898 $392K
Cornerstone Wealth Advisors, Inc. 0.09% Add +3.0% 6,895 $392K
Rik Saylor Financial, Inc. 0.30% Reduce -1.9% 6,893 $391K
Palumbo Wealth Management LLC 0.10% Reduce -0.3% 6,869 $390K
Courier Capital LLC 0.02% Reduce -0.7% 6,830 $388K
Advisor OS, LLC 0.03% Reduce -20.6% 6,819 $387K
Matrix Private Capital Group LLC 0.19% No change 6,815 $387K
Advyzon Investment Management, LLC 0.03% New 6,787 $385K
Patten & Patten Inc. 0.02% Add +3.1% 6,766 $384K
Jeppson Wealth Management, LLC 0.12% No change 6,765 $384K
Ferguson Wellman Capital Management, Inc. 0.01% New 6,756 $384K
Proficio Capital Partners LLC 0.02% Reduce -96.0% 6,753 $383K
Stephenson & Company, Inc. 0.21% Reduce -1.0% 6,729 $382K
Lifestyle Asset Management, Inc. 0.12% Reduce -86.6% 6,712 $381K
JTC Employer Solutions Trustee Ltd 0.03% No change 6,718 $381K
Retirement Planning Co of New England, Inc. 0.15% Add +8.8% 6,701 $381K
Harbour Capital Advisors, LLC 0.07% No change 5,984 $379K
Trace Wealth Advisors, LLC 0.28% Add +74.5% 6,675 $379K
Greenspring Advisors, LLC 0.02% Reduce -0.7% 6,597 $375K
Genesis Financial Group, LLC 0.25% Add +1.9% 6,590 $374K
CGC Financial Services, LLC 0.11% No change 6,582 $374K
Noble Wealth Management PBC 0.19% Add +29.8% 6,555 $372K
Flagstar Securities, Inc. 0.13% Add +15.0% 6,527 $371K
Archford Capital Strategies, LLC 0.04% Reduce -0.9% 6,525 $371K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.12% New 6,500 $369K
Dunhill Financial, LLC 0.09% Add +12.6% 6,463 $367K
Frederick Financial Consultants, LLC 0.18% Add +4.1% 6,454 $367K
Summit Financial, LLC 0.00% Add +24.9% 6,431 $365K
AdvisorNet Financial, Inc 0.02% Add +21.1% 6,418 $364K
Venturi Wealth Management, LLC 0.02% Reduce -8.8% 6,409 $364K
Van Hulzen Asset Management, LLC 0.03% Add +15.5% 6,386 $363K
Monetary Management Group Inc. 0.09% Reduce -7.3% 6,340 $360K
Oarsman Capital, Inc. 0.04% Reduce -31.2% 6,340 $360K
Zhang Financial LLC 0.01% No change 6,331 $360K
Griffin Asset Management, Inc. 0.04% Reduce -1.5% 6,328 $359K
Cim, LLC 0.05% No change 6,326 $359K
Atlantic Edge Private Wealth Management, LLC 0.09% No change 6,310 $358K
Kanawha Capital Management LLC 0.03% Add +16.6% 6,310 $358K
Signal Advisors Wealth, LLC 0.02% Reduce -30.3% 6,298 $358K
Fort Washington Investment Advisors Inc. 0.00% No change 6,291 $357K
Sage Rhino Capital LLC 0.07% No change 6,291 $357K
Parthenon LLC 0.04% No change 6,276 $356K
Hurley Capital, LLC 0.19% Reduce -0.4% 6,261 $356K
Byrne Financial Freedom, LLC 0.17% Add +0.2% 6,258 $355K
Tsfg, LLC 0.05% No change 6,247 $355K
Courage Miller Partners, LLC 0.10% No change 6,238 $354K
Dearborn Partners LLC 0.02% No change 6,233 $354K
Topel & Distasi Wealth Management, LLC 0.18% No change 6,231 $354K
Forum Private Client Group LLC 0.12% Reduce -1.3% 6,228 $354K
Park National Corp. 0.01% New 6,227 $354K
Proffitt & Goodson Inc. 0.05% No change 6,222 $353K
Crumly & Associates Inc. 0.07% Reduce -17.4% 6,158 $350K
Pettinga Financial Advisors LLC 0.07% Reduce -14.3% 6,153 $349K
Evernest Financial Advisors, LLC 0.07% No change 5,460 $347K
Vermillion Wealth Management, Inc. 0.14% Reduce -8.3% 6,102 $347K
DDFG, Inc 0.07% Reduce -4.3% 6,102 $347K
Pennington Partners & Co., LLC 0.12% Reduce -3.2% 6,087 $346K
Rothschild Investment LLC 0.02% Add +2.1% 6,069 $345K
City of London Investment Management Co. Ltd. 0.03% New 6,060 $344K
LCNB Corp. 0.12% Add +1.3% 6,041 $343K
Greenup Street Wealth Management LLC 0.05% Reduce -28.0% 6,012 $341K
Tradition Wealth Management, LLC 0.02% Add +3.0% 6,009 $341K
MRP Capital Investments, LLC 0.30% Add +50.0% 6,000 $341K
Douglass Winthrop Advisors, LLC 0.01% No change 6,000 $341K
Partners in Financial Planning 0.06% Reduce -2.3% 5,991 $340K
Chemistry Wealth Management LLC 0.06% No change 5,991 $340K
CVA Family Office, LLC 0.04% No change 5,926 $337K
GHP Investment Advisors, Inc. 0.01% No change 5,922 $336K
Crabel Capital Management, LLC 3.11% Reduce -59.3% 5,916 $336K
SOA Wealth Advisors, LLC. 0.06% No change 5,889 $334K
Maridea Wealth Management LLC 0.05% New 5,887 $334K
MCF Advisors LLC 0.01% No change 5,875 $334K
Navigation Group, LLC 0.08% — 5,871 $333K
Peak Asset Management, LLC 0.06% No change 5,865 $333K
Tiaa Trust, National Association 0.02% Reduce -98.9% 5,860 $333K
Evelyn Partners Investment Management LLP 0.01% Add +15.3% 5,820 $331K
Schonfeld Strategic Advisors LLC 0.00% Reduce -99.5% 5,796 $329K
Greenwich Wealth Management LLC 0.01% No change 5,800 $329K
Beacon Bank & Trust 0.07% Reduce -1.3% 5,719 $325K
Walkner Condon Financial Advisors LLC 0.04% No change 5,690 $323K
Pinnacle Associates Ltd. 0.00% Add +45.9% 5,684 $323K
Wealth Dimensions Group, Ltd. 0.06% Reduce -1.0% 5,679 $323K
5T Wealth, LLC 0.13% Reduce -5.3% 5,666 $322K
Power Wealth Management LLC 0.12% New 5,653 $321K
First Bancorp, Inc 0.16% No change 5,639 $320K
Frisch Financial Group, Inc. 0.07% No change 5,638 $320K
Cidel Asset Management Inc. 0.02% New 5,633 $320K
Sentry LLC 0.10% No change 5,563 $316K
Noble Family Wealth, LLC 0.06% No change 5,500 $312K
Kraematon Investment Advisors, Inc. 0.25% No change 5,471 $311K
Live Oak Private Wealth LLC 0.04% No change 5,453 $310K
Acorn Financial Advisory Services Inc. 0.04% Reduce -12.2% 5,446 $309K
Wernau Asset Management Inc. 0.32% No change 5,440 $309K
Koshinski Asset Management, Inc. 0.02% Add +4.0% 5,427 $308K
1900 Wealth Management LLC 0.02% Add +7.1% 5,420 $308K
Accelerate Investment Advisors LLC 0.20% No change 5,340 $303K
Hoey Investments, Inc. 0.04% Reduce -5.7% 5,317 $302K
Braun-Bostich & Associates Inc. 0.19% Reduce -4.6% 5,300 $301K
COFG Advisors, LLC 0.07% New 5,292 $301K
Krane Financial Solutions LLC 0.20% — 5,280 $300K
LMG Wealth Partners, LLC 0.05% No change 5,274 $300K
Key Client Fiduciary Advisors, LLC 0.10% Add +16.5% 5,249 $298K
Mechanics Bank Trust Department 0.04% Add +23.5% 5,242 $298K
Praetorian Wealth Management, Inc. 0.06% No change 4,920 $297K
Strong Retirement Solutions LLC 0.21% No change 5,227 $297K
Choate Investment Advisors 0.01% No change 5,222 $297K
Sigma Investment Counselors Inc. 0.02% Reduce -8.7% 5,197 $295K
Baldwin Wealth Partners LLC 0.02% No change 5,179 $294K
Delta Investment Management, LLC 0.05% New 5,146 $292K
MBL Wealth, LLC 0.02% Add +0.5% 5,126 $291K
Brooklyn Investment Group 0.01% Add +3.1% 5,120 $291K
Empower Advisory Group, LLC 0.00% Reduce -14.5% 5,118 $291K
Broyhill Asset Management, LLC 0.28% New 5,100 $290K
1834 Investment Advisors Co. 0.04% No change 5,100 $290K
Truefg, LLC 0.08% Reduce -1.1% 5,093 $289K
Transcend Capital Advisors, LLC 0.02% New 5,092 $289K
Global Strategic Investment Solutions, LLC 0.03% No change 5,092 $289K
Alpha Omega Wealth Management LLC 0.05% No change 5,082 $289K
Cadence Wealth Management LLC 0.12% Reduce -30.3% 5,055 $287K
FDx Advisors, Inc. 0.09% Reduce -2.0% 5,061 $287K
Private Wealth Management Group, LLC 0.07% No change 5,017 $285K
QRG Capital Management, Inc. 0.00% Reduce -4.7% 5,001 $284K
Main Management LLC 0.02% No change 5,000 $284K
Searle & Co. 0.07% No change 5,000 $284K
Poehling Capital Management, INC. 0.06% New 5,000 $284K
Cahill Financial Advisors Inc. 0.03% Add +23.2% 4,988 $283K
Mosaic Family Wealth Partners, LLC 0.03% New 4,977 $283K
Old Second National Bank of Aurora 0.06% No change 4,969 $282K
Private Wealth Group, LLC 0.13% No change 4,960 $282K
City National Bank of Florida 0.17% Reduce -54.4% 4,936 $280K
Gill Capital Partners, LLC 0.08% Reduce -1.8% 4,925 $280K
PFG Investments, LLC 0.01% Reduce -38.3% 4,922 $280K
Accurate Wealth Management, LLC 0.03% New 4,596 $278K
Jacobs Equity LLC 0.25% No change 4,900 $278K
SeaCrest Wealth Management, LLC 0.03% Add +6.5% 4,881 $277K
Marion Wealth Management 0.06% No change 4,877 $277K
Van Cleef Asset Management,Inc 0.03% No change 4,867 $276K
Dynamic Financial Group 0.23% Add +19.1% 4,866 $276K
Carrera Capital Advisors 0.04% Add +6.7% 4,831 $274K
Montag A & Associates Inc. 0.01% Add +82.2% 4,819 $274K
Corundum Trust Company, INC 0.62% No change 4,810 $273K
Strategy Asset Managers LLC 0.04% New 4,802 $273K
Transcendent Capital Group LLC 0.12% No change 4,801 $273K
Waterford Advisors, LLC 0.09% No change 4,967 $272K
Mosley Wealth Management 0.12% Reduce -13.4% 5,083 $271K
Cape Ann Savings Bank 0.14% Add +1.8% 4,772 $271K
Wealthfront Advisers LLC 0.00% New 4,758 $270K
Core Wealth Advisors, Inc. 0.06% No change 4,753 $270K
Cardinal Point Capital Management ULC 0.02% Reduce -4.0% 4,750 $270K
Up Strategic Wealth Investment Advisors LLC 0.17% No change 4,050 $270K
Note Advisors, LLC 0.13% No change 4,745 $269K
Stillwater Capital Advisors, LLC 0.03% No change 4,695 $267K
PW Nova Financial Services LLC 0.07% New 4,681 $266K
Bellwether Advisors, LLC 0.04% New 4,667 $265K
Valtinson Bruner Financial Planning LLC 0.07% Reduce -2.2% 4,662 $265K
Eastern Bank 0.00% Reduce -1.1% 4,640 $264K
Kingsview Wealth Management, LLC 0.00% New 4,623 $263K
Williams Jones Wealth Management, LLC. 0.00% New 4,620 $262K
Union Savings Bank 0.11% No change 4,609 $262K
Walser Wealth Management Company, A Ltd Liability Co 0.12% New 4,574 $260K
Keebeck Wealth Management 0.03% Reduce -1.0% 4,568 $259K
Russell Investments Group, Ltd. 0.00% Add +47.5% 4,538 $257K
Citizens Business Bank 0.04% No change 4,518 $257K
Atwood & Palmer Inc. 0.01% Reduce -2.7% 4,499 $255K
National Philanthropic Trust 0.00% Reduce -65.2% 4,498 $255K
Hegarty Advisors, LLC 0.20% No change 4,489 $255K
Hills Bank & Trust Co 0.01% No change 4,479 $254K
Leo Wealth, LLC 0.02% No change 4,451 $253K
Copia Wealth Management 0.17% Add +44.1% 4,445 $252K
CX Institutional 0.01% Add +6.0% 4,445 $252K
Alesco Advisors, LLC, An ESL Co 0.01% No change 4,415 $251K
Patten Group, Inc. 0.04% Add +6.6% 4,408 $250K
Jackson Hole Capital Partners, LLC 0.04% No change 4,392 $249K
Strathmore Capital Advisors, Inc. 0.07% New 3,905 $249K
Jupiter Wealth Management LLC 0.10% Reduce -2.0% 3,700 $249K
Polaris Investment Advisors, LLC 0.18% Reduce -1.2% 4,372 $248K
W1M Asset Management Ltd 0.00% No change 4,368 $248K
Ellis Investment Partners, LLC 0.04% New 4,359 $248K
TCP Asset Management, LLC 0.03% New 4,359 $248K
Sound Income Strategies, LLC 0.01% Add +80.3% 4,292 $246K
Spirepoint Private Client, LLC 0.02% New 4,310 $245K
POM Investment Strategies, LLC 0.30% Reduce -98.5% 4,309 $245K
Forum Financial Management, LP 0.00% New 4,303 $244K
Moors & Cabot, Inc. 0.01% Add +16.4% 4,263 $242K
Mayport, LLC 0.04% New 4,255 $242K
Dakota Wealth Management 0.01% New 4,248 $241K
Circle Wealth Management, LLC 0.00% Add +1.9% 4,239 $241K
Anchor Capital Advisors LLC 0.01% New 4,236 $241K
Berkeley Capital Partners, LLC 0.06% Reduce -11.1% 4,234 $240K
Windsor Capital Management, LLC 0.07% Reduce -11.7% 4,224 $240K
Soltis Investment Advisors LLC 0.02% New 4,213 $239K
BlueChip Wealth Advisors LLC 0.10% Reduce -50.3% 4,625 $239K
Creekside Partners 0.10% No change 4,204 $239K
Bravias Capital Group, LLC 0.16% Add +1.4% 4,188 $238K
Sageworth Trust Co 0.01% No change 4,186 $238K
IFG Advisors, LLC 0.04% No change 4,171 $237K
Silver Oak Securities, Incorporated 0.02% Add +8.9% 4,152 $236K
Shepherd Street Advisors LLC 0.23% No change 4,151 $236K
Forteris Wealth Management Inc. 0.22% No change 4,117 $234K
Minot DeBlois Advisors LLC 0.21% No change 4,100 $233K
Barometer Capital Management Inc. 0.08% Reduce -65.5% 4,100 $233K
Zacks Investment Management 0.00% New 4,100 $233K
Mayfair Advisory Group, LLC 0.08% No change 4,072 $231K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 4,051 $230K
William Howard & Co Financial Advisors Inc 0.20% No change 4,048 $230K
Hiley Hunt Wealth Management 0.10% No change 4,043 $230K
Shufro Rose & Co. LLC 0.02% No change 4,039 $229K
New Hampshire Trust 0.05% No change 4,026 $229K
Leisure Capital Management 0.08% No change 4,025 $229K
Dana Investment Advisors, Inc. 0.01% New 4,023 $228K
Victory Financial Group, LLC 0.03% Reduce -62.4% 4,022 $228K
Destiny Wealth Partners, LLC 0.02% No change 4,017 $228K
2UniFi Bank 0.11% Add +28.0% 4,003 $227K
Argentarii, LLC 0.08% No change 4,000 $227K
Global View Capital Management LLC 0.06% New 3,995 $227K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.08% New 3,559 $226K
Kathmere Capital Management, LLC 0.01% New 3,980 $226K
Main Street Financial Solutions, LLC 0.02% New 3,964 $225K
Kickstand Ventures, Llc. 0.05% Reduce -6.5% 3,955 $225K
Concord Wealth Partners 0.03% Reduce -0.3% 3,950 $224K
GC Wealth Management RIA, LLC 0.01% No change 3,942 $224K
HighPoint Advisor Group LLC 0.01% Reduce -27.5% 3,940 $224K
GWN Securities Inc. 0.04% Reduce -62.5% 3,929 $223K
Monarch Capital Management Inc. 0.05% No change 3,925 $223K
Saranac Partners Ltd 0.10% New 6,165 $221K
Arbor Trust Wealth Advisors, LLC 0.10% No change 3,885 $221K
McGowan Group Asset Management, Inc. 0.03% New 3,883 $221K
Elm Partners Management LLC 0.01% New 4,025 $220K
Marathon Strategic Advisors, LLC 0.16% No change 3,853 $219K
TKG Advisors, LLC 0.09% Add +0.1% 3,852 $219K
Murphy & Mullick Capital Management Corp 0.16% Add +6.9% 3,851 $219K
Fiscal Wisdom Wealth Management, LLC 0.21% New 3,843 $218K
Strategic Investment Advisors / MI 0.02% No change 3,838 $218K
Clearstead Trust, LLC 0.04% No change 3,830 $218K
LOM Asset Management Ltd 0.06% Add +86.3% 3,820 $217K
Midwest Financial Partners Investments, Inc. 0.11% No change 3,787 $215K
Financial Guidance Group, Inc. 0.09% No change 3,777 $214K
Beacon Bridge Wealth Partners, LLC 0.07% Reduce -2.9% 3,775 $214K
Wealthstar Advisors, LLC 0.13% New 3,761 $214K
Dedeker Financial LLC 0.19% New 3,753 $213K
Wilson & Boucher Capital Management, LLC 0.14% New 3,710 $211K
Commerce Advisors, LLC 0.18% — 3,686 $209K
Lodestone Wealth Management LLC 0.08% Reduce -0.1% 3,681 $209K
CENTRAL TRUST Co 0.00% Reduce -4.7% 3,664 $208K
Banque Cantonale Vaudoise 0.01% No change 3,656 $208K
Bravera Wealth 0.09% New 3,642 $207K
TRB Wealth Management, LLC 0.03% — 3,626 $206K
Downshift Financial, LLC 0.11% New 3,278 $205K
Brightwater Advisory LLC 0.14% New 3,617 $205K
Davis R M Inc. 0.00% Reduce -2.7% 3,616 $205K
Trek Financial, LLC 0.01% Reduce -99.0% 3,615 $205K
Burns J W & Co. Inc. 0.02% New 3,613 $205K
InTrack Investment Management Inc 0.12% New 3,612 $205K
Hyundai Investments Co., Ltd. 0.23% Reduce -49.3% 3,737 $205K
Runnymede Capital Advisors, Inc. 0.18% New 3,596 $204K
Hohimer Wealth Management, LLC 0.03% New 3,593 $204K
Larson Financial Group LLC 0.01% Reduce -9.7% 3,579 $203K
Carnegie Investment Counsel 0.00% Reduce -7.8% 3,545 $201K
Sapient Capital LLC 0.00% New 3,533 $201K
BridgePort Financial Solutions, LLC 0.06% New 3,530 $200K
WealthPlan Investment Management, LLC 0.01% New 3,528 $200K
Ritter Daniher Financial Advisory LLC / DE 0.03% No change 3,470 $197K
Breakwater Investment Management 0.07% Add +3.7% 3,394 $193K
Cordant, Inc. 0.08% No change 3,375 $192K
Hazlett, Burt & Watson, Inc. 0.06% Reduce -1.3% 3,344 $191K
Center for Financial Planning, Inc. 0.02% Add +388.7% 3,284 $187K
Mascoma Wealth Management LLC 0.04% No change 3,277 $186K
Proathlete Wealth Management LLC 0.05% No change 3,260 $185K
SouthState Bank Corp 0.01% Add +0.7% 3,188 $181K
Friedenthal Financial 0.09% Reduce -22.1% 3,133 $178K
Quintet Private Bank (Europe) S.A. 0.01% No change 3,075 $175K
Park Square Financial Group, LLC 1.27% Reduce -45.2% 2,934 $167K
Sage Mountain Advisors LLC 0.01% No change 2,901 $165K
Thompson Investment Management, Inc. 0.02% No change 2,820 $160K
Robinswood Financial LLC 0.05% No change 2,789 $158K
FAS Wealth Partners, Inc. 0.01% Add +5.5% 2,743 $156K
Cherry Tree Wealth Management, LLC 0.03% No change 2,689 $153K
Topsail Wealth Management, LLC 0.02% No change 2,652 $151K
Hilltop National Bank 0.04% No change 2,640 $150K
Fairway Wealth LLC 0.04% Reduce -99.2% 2,526 $143K
Ashford Advisors, LLC 0.03% New 2,515 $143K
Winch Advisory Services, LLC 0.03% No change 2,450 $139K
Capital Investment Advisory Services, LLC 0.01% Add +50.7% 2,439 $139K
First United Bank & Trust 0.04% Add +0.6% 2,430 $138K
Oxford Financial Group, LTD. LLC 0.01% Reduce -31.6% 2,415 $137K
Westfuller Advisors, LLC 0.06% No change 2,375 $135K
City State Bank 0.03% Add +2.7% 2,290 $130K
American National Bank & Trust 0.01% Reduce -23.1% 2,280 $129K
1620 Investment Advisors, Inc. 0.09% No change 2,270 $129K
Ameliora Wealth Management Ltd. 0.04% No change 2,256 $128K
WHI TRUST Co LLC 0.09% No change 2,200 $125K
Pin Oak Investment Advisors Inc. 0.09% No change 2,183 $124K
EPG Wealth Management LLC 0.03% No change 2,174 $123K
Curat Global, LLC 0.12% No change 2,072 $118K
McMillan Office, Inc. 0.01% No change 2,050 $116K
Allspring Global Investments Holdings, LLC 0.00% Add +45.1% 1,991 $114K
Operose Advisors LLC 0.03% New 2,005 $114K
Castleark Management LLC 0.00% No change 2,000 $114K
Caldwell Trust Co 0.01% No change 1,910 $108K
Brown, Lisle/Cummings, Inc. 0.03% Reduce -9.7% 1,875 $106K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 1,842 $105K
Blueline Advisors LLC 0.08% No change 1,841 $105K
WealthCollab, LLC 0.04% No change 1,840 $104K
Wealth Preservation Advisors, LLC 0.09% Reduce -49.5% 1,827 $104K
Ares Financial Consulting, LLC 0.08% No change 1,767 $101K
Rialto Wealth Management, LLC 0.02% No change 1,751 $99K
Coston, McIsaac & Partners 0.02% No change 1,743 $98K
Asset Dedication, LLC 0.01% No change 1,712 $97K
GAMMA Investing LLC 0.00% Add +11.9% 1,689 $96K
Joseph Group Capital Management 0.02% Reduce -19.1% 1,687 $96K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 1,661 $94K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Reduce -15.5% 1,627 $92K
Winthrop Capital Management, LLC 0.02% Reduce -80.6% 1,615 $92K
TopTier Wealth Management, LLC 0.06% New 1,612 $92K
Golden State Wealth Management, LLC 0.01% Add +352.5% 1,611 $92K
Quarry LP 0.02% New 1,530 $87K
Rosenberg Matthew Hamilton 0.02% No change 1,518 $86K
Axiom Investment Management LLC 0.06% — 1,500 $85K
Blume Capital Management, Inc. 0.01% No change 1,500 $85K
Mill Capital Management, LLC 0.01% No change 1,500 $85K
Physician Wealth Advisors, Inc. 0.01% No change 1,464 $83K
Hanson & Doremus Investment Management 0.01% No change 1,453 $83K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -38.1% 1,427 $81K
West Financial Advisors, LLC 0.01% No change 1,418 $81K
Caldwell Sutter Capital, Inc. 0.03% No change 1,406 $80K
Twin Peaks Wealth Advisors, LLC 0.02% New 1,405 $80K
Seneschal Advisors, LLC 0.06% No change 1,363 $77K
Ascentis Wealth Management, LLC 0.02% New 1,357 $77K
Founders Financial Alliance, LLC 0.01% No change 1,357 $77K
LFA - Lugano Financial Advisors SA 0.04% Add +11.8% 1,261 $72K
Tidemark, LLC 0.02% No change 1,259 $71K
Financial Network Wealth Advisors LLC 0.07% Add +224.9% 1,241 $70K
Curio Wealth, LLC 0.02% No change 1,241 $70K
Southern Michigan Bank & Trust 0.03% — 1,234 $70K
Avalon Trust Co 0.00% New 1,200 $68K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -5.1% 1,181 $67K
Raffa Wealth Management, LLC 0.01% No change 1,174 $67K
Angeles Wealth Management, LLC 0.00% Add +9.5% 1,173 $67K
Lowe Brockenbrough & Co. Inc. 0.00% No change 1,120 $64K
Transamerica Financial Advisors, LLC 0.01% New 1,116 $63K
Walsh & Associates, LLC 0.06% Reduce -1.1% 1,101 $63K
LRI Investments, LLC 0.01% Reduce -7.6% 1,070 $61K
Evermay Wealth Management LLC 0.01% No change 1,067 $61K
Abound Wealth Management 0.01% Reduce -19.8% 1,057 $60K
NWK Group, Inc. 0.02% New 1,049 $60K
Strategic Wealth Partners, Ltd. 0.00% No change 1,036 $59K
Colonial Trust Co / SC 0.01% No change 1,034 $59K
JNBA Financial Advisors 0.00% No change 1,020 $58K
Intesa Sanpaolo Wealth Management 0.01% No change 1,000 $57K
Financial Gravity Asset Management, Inc. 0.01% No change 1,000 $57K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 937 $57K
Boreal Capital Management LLC 0.05% Reduce -9.3% 980 $56K
Bfsg, LLC 0.01% Reduce -28.0% 979 $56K
Sachetta, LLC 0.03% Add +83.0% 970 $55K
BOK Financial Private Wealth, Inc. 0.00% Reduce -9.8% 950 $54K
Lloyd Advisory Services, LLC. 0.02% New 947 $54K
Kingdom Financial Group LLC. 0.02% New 947 $54K
Smallwood Wealth Investment Management, LLC 0.03% Add +12.7% 938 $53K
Turim 21 Investimentos Ltda. 0.01% Reduce -93.0% 890 $51K
Sankala Group LLC 0.04% No change 884 $49K
McIlrath & Eck, LLC 0.00% No change 842 $48K
Tower Research Capital LLC (TRC) 0.00% Add +275.3% 837 $48K
Wolff Wiese Magana LLC 0.03% Add +273.6% 822 $47K
Gladwyn Financial Advisors, Inc. 0.03% Add +7.0% 812 $46K
Teachers Insurance & Annuity Association of America 0.06% No change 810 $46K
Gen-Wealth Partners Inc 0.01% Add +0.1% 797 $45K
Resources Management Corp. /CT/ 0.01% No change 792 $45K
Pacific Center for Financial Services 0.01% No change 789 $45K
Duncker Streett & Co. Inc. 0.01% No change 785 $45K
Evolution Wealth Management Inc. 0.03% New 768 $44K
Centennial Bank 0.02% No change 765 $43K
Magnolia Wealth Management, LLC 0.02% New 746 $42K
Peterson Wealth Services 0.01% No change 745 $42K
Navigoe, LLC 0.02% No change 742 $42K
Hantz Financial Services, Inc. 0.00% New 736 $42K
St Germain D J Co. Inc. 0.00% No change 732 $42K
Triumph Capital Management 0.01% Add +0.8% 709 $40K
TIAA Wealth Investment Management LLC 0.00% — 734 $40K
Pillar Financial Advisors, LLC 0.02% No change 673 $38K
Financial Perspectives, Inc 0.01% No change 652 $37K
SHP Wealth Management 0.00% No change 636 $36K
Intentional Wealth Strategies, LLC 0.03% — 630 $36K
Hickory Point Bank & Trust 0.02% New 627 $36K
Manning & Napier Advisors LLC 0.00% Add +491.4% 621 $35K
Richardson Capital Management LLC 0.02% No change 612 $35K
CrossGen Wealth, LLC 0.03% New 608 $35K
Maseco LLP 0.00% Reduce -54.5% 602 $34K
Creative Capital Management Investments LLC 0.01% No change 600 $34K
Parvin Asset Management, LLC 0.02% New 594 $34K
Fairscale Capital, LLC 0.02% No change 590 $34K
Financial Freedom, LLC 0.02% No change 576 $33K
Elevated Capital Advisors, LLC 0.01% No change 564 $32K
Vanguard Advisers Inc. 0.00% — 559 $32K
MidFirst Bank 0.00% Reduce -2.5% 553 $31K
Anchor Investment Management, LLC 0.00% No change 550 $31K
Front Row Advisors LLC 0.01% No change 540 $31K
Tompkins Financial Corp. 0.00% No change 539 $31K
Creative Financial Designs Inc. 0.00% Add +131.6% 528 $30K
Ssa Swiss Advisors AG 0.01% No change 520 $30K
Addison Advisors LLC 0.01% Add +2209.1% 508 $29K
Berbice Capital Management LLC 0.02% New 500 $28K
Gables Capital Management Inc. 0.01% No change 500 $28K
Stone House Investment Management, LLC 0.01% Add +11.7% 498 $28K
Merkkuri Wealth Advisors LLC 0.02% New 484 $27K
Keating Financial Advisory Services, Inc. 0.00% Add +6.5% 477 $27K
Opal Wealth Advisors, LLC 0.01% New 469 $27K
Hilton Head Capital Partners, LLC 0.01% No change 460 $26K
Pension & Wealth Management Advisors, Inc. 0.01% No change 434 $25K
CNB Bank 0.01% No change 432 $25K
Register Financial Advisors LLC 0.01% No change 424 $24K
Ashton Thomas Securities, LLC 0.00% New 421 $24K
Wilkerson Advisory Group LLC 0.01% No change 417 $24K
Comprehensive Financial Planning, Inc. 0.02% Add +556.5% 407 $23K
Reyes Financial Architecture, Inc. 0.02% New 405 $23K
Ameritas Investment Partners, Inc. 0.00% Add +35.0% 405 $23K
Osbon Capital Management LLC 0.02% No change 401 $23K
Chung Wu Investment Group, LLC 0.02% No change 400 $23K
Gilpin Wealth Management, LLC 0.02% No change 400 $23K
Biltmore Family Office, LLC 0.00% No change 375 $21K
Avion Wealth 0.00% No change 385 $21K
MV Capital Management, Inc. 0.00% New 361 $21K
Templeton & Phillips Capital Management, LLC 0.02% No change 343 $19K
Bogart Wealth, LLC 0.00% Reduce -6.6% 341 $19K
Truvestments Capital LLC 0.00% New 340 $19K
Adirondack Trust Co. 0.01% No change 340 $19K
Motco 0.00% No change 334 $19K
Longview Financial Advisors LLC 0.01% No change 331 $19K
DiNuzzo Private Wealth, Inc. 0.00% No change 326 $19K
Bangor Savings Bank 0.00% Reduce -3.1% 317 $18K
Versant Capital Management, Inc 0.00% No change 315 $18K
Plante Moran Financial Advisors, LLC 0.00% Reduce -34.3% 311 $18K
Mechanics Financial Corp 0.01% No change 305 $17K
MTM Investment Management, LLC 0.01% Add +97.4% 304 $17K
Legacy Bridge, LLC 0.01% No change 300 $17K
Arcadia Investment Management Corp. 0.00% No change 300 $17K
GeoWealth Management, LLC 0.00% Reduce -99.6% 293 $17K
Highline Wealth Partners LLC 0.00% No change 291 $17K
Heritage Wealth Advisors 0.00% Reduce -99.8% 286 $16K
Pflug Koory, LLC 0.01% No change 277 $16K
Guardian Wealth Advisors, LLC / NC 0.00% New 274 $16K
Strategic Investment Solutions, Inc. 0.00% No change 270 $15K
Strategic Advisory Partners, LLC 0.01% New 270 $15K
Meramec Financial Planners, LLC 0.01% No change 224 $14K
Westside Investment Management, Inc. 0.00% No change 245 $14K
Strengthening Families & Communities, LLC 0.00% New 243 $14K
Fairman Group, LLC 0.01% No change 237 $13K
Root Financial Partners, LLC 0.00% No change 235 $13K
Millstone Evans Group, LLC 0.01% No change 231 $13K
First Community Trust NA 0.01% New 229 $13K
Beaird Harris Wealth Management, LLC 0.00% No change 229 $13K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 225 $13K
MPWM Advisory Solutions, LLC 0.01% New 220 $12K
Portus Wealth Advisors, LLC 0.01% New 216 $12K
Pacifica Partners Inc. 0.00% No change 213 $12K
Horizon Investments, LLC 0.00% Add +60.0% 200 $11K
American Capital Advisory, LLC 0.00% Add +47.6% 186 $11K
Morling Financial Advisors, LLC 0.00% No change 186 $11K
Leo H. Evart, Inc. 0.01% — 182 $10K
Activest Wealth Management 0.00% Add +68.5% 182 $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% No change 179 $10K
IMG Wealth Management, Inc. 0.01% Add +29.0% 169 $10K
High Note Wealth, LLC 0.00% No change 168 $10K
Archer Investment Corp 0.00% No change 165 $9K
Godfrey Financial Associates, Inc. 0.01% No change 160 $9K
SIMA Wealth Partners, LLC 0.01% No change 150 $9K
Armor Investment Advisors, LLC 0.00% No change 150 $9K
Caitlin John, LLC 0.01% No change 148 $8K
Rossby Financial, LCC 0.00% No change 138 $8K
Granite FO LLC 0.00% No change 138 $8K
Corsicana & Co. 0.00% No change 175 $8K
DecisionPoint Financial, LLC 0.00% New 130 $7K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 128 $7K
DHJJ Financial Advisors, Ltd. 0.00% No change 127 $7K
ESL Trust Services, LLC 0.00% No change 125 $7K
Cheviot Value Management, LLC 0.00% No change 120 $7K
Ballast Advisors LLC 0.00% No change 119 $7K
one8zero8, LLC 0.00% No change 119 $7K
PayPay Securities Corp 0.22% Reduce -22.1% 102 $6K
Quest 10 Wealth Builders, Inc. 0.01% No change 110 $6K
Scarborough Advisors, LLC 0.00% New 109 $6K
Ameriflex Group, Inc. 0.00% No change 105 $6K
LM Advisors LLC 0.03% Add +4.0% 338 $6K
DB Fitzpatrick & Co, Inc 0.00% No change 101 $6K
Smartleaf Asset Management LLC 0.00% Reduce -62.5% 104 $6K
West Paces Advisors Inc. 0.00% No change 100 $6K
SYM FINANCIAL Corp 0.00% New 100 $6K
Fortitude Family Office, LLC 0.00% Reduce -59.9% 91 $5K
Greykasell Wealth Strategies, Inc. 0.00% No change 90 $5K
Strive Financial Group ,LLC 0.00% No change 89 $5K
Phillips Financial Management, LLC 0.00% No change 82 $5K
Daytona Street Capital LLC 0.00% Add +670.0% 77 $4K
Horrell Capital Management, Inc. 0.00% No change 75 $4K
Ironwood Wealth Management, LLC. 0.00% No change 73 $4K
Hollencrest Capital Management 0.00% No change 71 $4K
NFSG Corp 0.00% New 70 $4K
BankChampaign, National Association 0.00% New 69 $4K
Howe & Rusling Inc. 0.00% No change 50 $3K
PlanVest Financial, Inc 0.00% — 39 $2K
HHM Wealth Advisors, LLC 0.00% No change 37 $2K
Battery Global Advisors, LLC 0.00% Reduce -98.0% 34 $2K
Gleason Group, Inc. 0.00% No change 32 $2K
Providence Capital Advisors, LLC 0.00% Add +24.0% 31 $2K
Nemes Rush Group LLC 0.00% No change 20 $1K
Financial Management Professionals, Inc. 0.00% No change 17 $965
Armstrong Advisory Group, Inc. 0.00% No change 16 $909
Country Trust Bank 0.00% No change 16 $909
GoalVest Advisory LLC 0.00% No change 13 $738
Mondrian Investment Partners LTD 0.00% Reduce -98.2% 12 $708
TD Capital Management LLC 0.00% No change 10 $568
Darwin Wealth Management, LLC 0.00% No change 8 $467
Morse Asset Management, Inc 0.00% New 2 $114
Tucker Asset Management LLC 0.00% No change 1 $57

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