iShares MSCI Emerging MarketEEMETF

13F holders, Q2 2026 (June 30)
1,654holders +31
129new positions
95sold out
8famous investors
$68.40avg. 13F price*

At the end of Q2 2026, 1,654 institutions reported holding iShares MSCI Emerging Market (EEM) in their 13F filings, up 31 from Q1 2026. 129 opened new positions and 95 sold out. The largest holders were Barclays PLC ($64.3B), Bank of America Corp. ($2.8B) and Morgan Stanley ($2.6B). 8 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions129$294.4M
Exits95$642.8M

All 13F filers, Q1 2026 → Q2 2026: 256,914,512 shares bought and 39,602,496 shares sold, net +217,312,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,654 holders

Barclays PLC 20.31% Add +29.8% 939,833,340 $64.3B
Bank of America Corp. 0.18% Add +9.3% 40,796,593 $2.8B
Morgan Stanley 0.14% Add +14.0% 38,612,778 $2.6B
BlackRock, Inc. 0.02% Add +10.8% 19,096,026 $1.3B
Wells Fargo & Company 0.17% Add +1.4% 13,964,117 $955.3M
Goldman Sachs Group Inc. 0.09% Add +32.6% 12,400,465 $848.3M
UBS Group AG 0.13% Add +4.8% 11,560,552 $790.9M
JPMorgan Chase & Co. 0.04% Add +25.0% 11,207,326 $755.7M
Retirement Systems of Alabama 1.88% No change 9,131,302 $624.7M
Royal Bank of Canada 0.07% Reduce -47.8% 6,052,375 $414.0M
Board of Trustees of The Leland Stanford Junior University 69.38% Reduce -40.2% 5,406,282 $369.8M
Clal Insurance Enterprises Holdings Ltd 1.54% Add +12.8% 5,010,106 $342.7M
PNC Financial Services Group, Inc. 0.16% Add +0.8% 4,650,417 $318.1M
LPL Financial LLC 0.07% Add +6.4% 4,535,368 $310.3M
Bank of Montreal 0.11% Reduce -24.1% 4,415,489 $302.1M
Bank of New York Mellon Corp 0.04% Add +1.8% 3,924,398 $268.5M
Citigroup Inc. 0.12% Reduce -33.1% 3,873,362 $265.0M
Acadian Asset Management LLC 0.30% Add +4.2% 3,647,515 $249.5M
US Bancorp \de 0.25% Add +1.1% 3,374,039 $230.8M
Envestnet Asset Management Inc. 0.04% Add +9.3% 2,704,404 $185.0M
Bank of Nova Scotia 0.27% Add +375.2% 2,555,879 $174.8M
Raymond James Financial Inc. 0.05% Add +16.2% 2,511,063 $171.8M
State of Wisconsin Investment Board 0.34% Reduce -1.9% 2,480,428 $169.7M
Millennium Management 0.12% Reduce -48.2% 2,399,630 $164.2M
Hirtle & Co., LLC 4.52% Reduce -0.8% 1,887,366 $129.1M
Greenfield FTC, Inc. 17.51% Add +138.8% 1,880,531 $128.6M
Cassaday & Co Wealth Management LLC 2.33% Reduce -2.2% 1,814,769 $124.1M
BNP Paribas Financial Markets 0.06% Reduce -51.7% 1,782,907 $122.0M
Mariner, LLC 0.13% Add +16.9% 1,777,002 $121.6M
Fifth Third Bancorp 0.18% Add +13.2% 1,638,280 $112.1M
Ilmarinen Mutual Pension Insurance Co 0.71% No change 1,542,754 $105.5M
HighTower Advisors, LLC 0.09% Add +6.8% 1,418,146 $97.0M
Greenleaf Trust 0.91% Reduce -6.1% 1,379,059 $94.3M
Regions Financial Corp. 0.56% Reduce -3.6% 1,376,167 $94.1M
Sand Hill Global Advisors, LLC 2.63% Add +977.8% 1,279,350 $87.5M
Jain Global LLC 1.09% Reduce -64.0% 1,250,889 $85.6M
Total Investment Management Inc. 8.85% Reduce -15.9% 1,309,112 $83.9M
Cetera Investment Advisers 0.08% Add +1.2% 1,212,678 $83.0M
Osaic Holdings, Inc. 0.10% Add +13.4% 1,209,998 $82.8M
FMR LLC 0.00% Add +4.7% 1,205,822 $82.5M
Rockefeller Capital Management L.P. 0.13% Add +7.7% 1,205,299 $82.5M
Stifel Financial Corp. 0.07% Reduce -8.9% 1,161,244 $79.4M
Squarepoint Ops LLC 0.15% Add +76.4% 1,152,899 $78.9M
Halbert Hargrove Global Advisors, LLC 3.14% Reduce -2.9% 1,056,615 $72.3M
Tudor Investment Corporation 0.29% Add +35.1% 1,016,061 $69.5M
Keybank National Association 0.22% Add +0.3% 973,583 $66.6M
Connable Office Inc. 5.79% Reduce -6.2% 960,965 $65.7M
National Bank of Canada 0.06% Add +10519.6% 946,843 $64.8M
SG Americas Securities, LLC 0.04% Add +225.7% 929,275 $63.6M
Allstate Corp. 0.63% Reduce -29.0% 925,445 $63.3M
USA Financial Formulas 11.15% — 889,999 $60.9M
CIBC Bancorp USA Inc. 0.07% Add +11.7% 885,916 $60.6M
Truist Financial Corp. 0.07% Add +6.5% 883,797 $60.5M
Focus Partners Wealth 0.06% Add +4.9% 881,298 $60.3M
Phoenix Financial Ltd. 0.41% Add +0.1% 880,828 $60.3M
Deutsche Bank AG 0.02% Add +2.5% 852,504 $58.3M
Wilmington Savings Fund Society, FSB 1.25% Add +1.3% 817,183 $55.9M
Lazard Asset Management LLC 0.08% Add +879.7% 816,454 $55.9M
Captrust Financial Advisors 0.08% Reduce -7.8% 802,767 $54.9M
Corient Private Wealth LP 0.07% Reduce -3.7% 783,265 $53.7M
Northern Trust Corp. 0.01% Reduce -11.6% 769,883 $52.7M
Granite Bay Wealth Management, LLC 4.79% Add +91.0% 759,524 $52.0M
Koss-Olinger Consulting, LLC 3.92% Add +1130.3% 743,148 $50.8M
Northwestern Mutual Wealth Management Co. 0.03% Add +7.7% 726,259 $49.7M
Creative Planning 0.03% Reduce -2.7% 718,199 $49.1M
Capitolis Liquid Global Markets LLC 0.21% New 718,000 $49.1M
Erste Asset Management GmbH 0.38% Reduce -0.3% 797,119 $49.0M
Mizuho Markets Americas LLC 0.88% New 713,800 $48.8M
Parkwood LLC 3.48% No change 710,000 $48.6M
M&T Bank Corp 0.14% Reduce -2.7% 707,423 $48.4M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -4.8% 703,371 $48.1M
Nearwater Capital Markets, Ltd 0.83% Add +21.2% 700,000 $47.9M
Meitav Investment House Ltd. 0.31% New 677,257 $46.3M
First Western Trust Bank 2.20% Add +11.1% 660,248 $45.2M
Man Group plc 0.08% Add +91.2% 628,800 $43.0M
Provenance Wealth Advisors, LLC 4.09% Reduce -0.1% 627,008 $42.9M
Commonwealth Equity Services, LLC 0.05% Add +1.3% 613,201 $41.9M
Capstone Investment Advisors, LLC 0.38% Reduce -17.0% 605,065 $41.4M
Cambridge Investment Research Advisors, Inc. 0.09% Add +58.3% 588,739 $40.3M
Westwood Holdings Group Inc. 0.30% Add +238.6% 585,604 $40.1M
New Harbor Financial Group, LLC 6.35% Add +2.5% 583,206 $39.9M
Sei Investments Co. 0.04% Add +40.5% 582,678 $39.9M
Prudential PLC 0.26% Add +0.3% 564,350 $38.6M
HWG Holdings LP 8.63% Add +18.6% 558,040 $38.2M
Amarillo National Bank 6.00% Add +0.1% 547,167 $37.4M
Checchi Capital Advisers, LLC 2.37% Reduce -19.8% 544,579 $37.3M
Tiaa-Cref Individual & Institutional Services, LLC 0.13% Add +21.8% 531,185 $36.3M
Schonfeld Strategic Advisors LLC 0.19% Add +9061.8% 531,015 $36.3M
Beirne Wealth Consulting Services, LLC 7.16% Add +266.6% 526,196 $36.0M
MML Investors Services, LLC 0.07% Add +12.9% 520,563 $35.6M
Baird Financial Group, Inc. 0.05% Add +3.8% 520,252 $35.6M
Franklin Resources Inc. 0.01% Reduce -1.1% 508,280 $34.8M
Commerce Bank 0.15% Reduce -1.3% 495,439 $33.9M
Quent Capital, LLC 2.08% Reduce -3.0% 495,204 $33.9M
Glenmede Trust Co. NA 0.15% Add +3.3% 493,039 $33.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% No change 481,363 $32.9M
Itau Unibanco Holding S.A. 0.63% Add +1020.0% 470,600 $32.2M
Concurrent Investment Advisors, LLC 0.27% Add +173.8% 466,139 $31.9M
HSBC Holdings PLC 0.02% Reduce -23.4% 468,107 $31.7M
EFG International AG 0.56% Add +70.6% 442,311 $30.3M
Cerity Partners LLC 0.04% Add +4.8% 437,620 $29.9M
Mercer Global Advisors Inc. 0.04% Add +4.2% 435,970 $29.8M
Coldstream Capital Management Inc. 0.37% Reduce -0.5% 433,242 $29.6M
Banco Santander, S.A. 0.18% Reduce -14.7% 430,192 $29.4M
Atria Investments, Inc 0.29% Add +229.3% 425,396 $29.1M
Allianz SE 0.31% Add +1.8% 424,056 $29.0M
Wit, LLC 0.45% No change 412,144 $28.2M
Wealth Enhancement Advisory Services, LLC 0.05% Add +9.4% 456,874 $27.7M
Cibc World Market Inc. 0.05% Reduce -2.2% 400,003 $27.4M
Financiere des Professionnels - Fonds d'investissement inc. 1.51% No change 392,000 $26.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.17% Add +68.5% 392,152 $26.8M
Atlas Legacy Advisors, LLC 3.92% Add +3.9% 387,507 $26.5M
Axxcess Wealth Management, LLC 0.41% Add +2.1% 376,762 $25.8M
All Terrain Financial Advisors, LLC 5.31% Add +255.1% 369,473 $25.3M
Barings LLC 0.46% Reduce -39.7% 364,200 $24.9M
Common Fund for Nonprofit Organizations 2.27% Add +14.7% 361,267 $24.7M
Allium Financial Advisors, LLC 15.96% Add +21.7% 356,385 $24.4M
Balyasny Asset Management L.P. 0.05% Add +33.7% 349,321 $23.9M
Tandem Wealth Advisors LLC 9.46% Reduce -2.4% 347,610 $23.8M
Perigon Wealth Management, LLC 0.37% Add +91.4% 340,386 $23.3M
Mesirow Financial Investment Management, Inc. 0.36% Add +1.2% 333,948 $22.8M
Okabena Investment Services Inc. 4.05% Add +0.4% 331,530 $22.7M
Cullen/Frost Bankers, Inc. 0.22% Add +15.0% 323,749 $22.1M
Merit Financial Group, LLC 0.14% Add +18.0% 321,611 $22.0M
Prudential Financial Inc. 0.02% Add +0.3% 318,766 $21.8M
Colton Groome Financial Advisors, LLC 5.22% Add +3.6% 315,410 $21.6M
Azimuth Capital Investment Management LLC 0.73% Reduce -1.7% 314,986 $21.5M
Resona Asset Management Co.,Ltd. 0.10% Reduce -1.2% 314,456 $21.5M
BIP Wealth, LLC 0.61% Add +7.8% 312,073 $21.3M
Pathstone Holdings, LLC 0.06% Add +80.8% 309,582 $21.2M
Stansberry Asset Management, LLC 2.03% New 308,634 $21.1M
Verdence Capital Advisors LLC 1.05% Reduce -4.2% 291,652 $20.0M
Cresset Asset Management, LLC 0.07% Add +18.0% 283,219 $19.4M
Kestra Advisory Services, LLC 0.06% Reduce -4.1% 275,807 $18.9M
First Heartland Consultants, Inc. 1.21% Add +12.8% 274,373 $18.8M
Stock Yards Bank & Trust Co. 0.53% Add +6.8% 272,321 $18.6M
AQR Capital Management 0.01% Add +79.9% 271,002 $18.5M
Beacon Pointe Advisors, LLC 0.09% Add +33.3% 268,729 $18.4M
Citizens Financial Group Inc. 0.22% Reduce -0.1% 267,466 $18.3M
Modern Wealth Management, LLC 0.22% Add +1052.6% 267,005 $18.3M
Dimension Capital Management LLC 2.13% Add +0.4% 264,901 $18.1M
Equitable Holdings, Inc. 0.11% Add +8.2% 260,395 $17.8M
Riggs Asset Managment Co. Inc. 3.17% Reduce -2.2% 259,444 $17.7M
Bryn Mawr Trust Advisors, LLC 0.76% Add +18.9% 254,550 $17.4M
Jasper Ridge Partners, L.P. 0.37% No change 254,150 $17.4M
Blair William & Co. 0.05% Add +11.4% 253,766 $17.4M
SCS Capital Management LLC 0.16% Reduce -1.9% 253,676 $17.4M
Wellington Management Group LLP 0.00% Add +746.1% 250,815 $17.2M
Verger Capital Management LLC 4.99% Reduce -1.8% 248,885 $17.0M
Bailard, Inc. 0.34% Reduce -0.6% 246,168 $16.8M
Waverly Advisors, LLC 0.10% Reduce -48.0% 239,228 $16.4M
BW Gestao de Investimentos Ltda. 0.39% Add +36.5% 238,968 $16.3M
Banque Pictet & Cie SA 0.17% Add +16.1% 238,928 $16.3M
Pinnacle Financial Partners, Inc. 0.11% Add +33.2% 237,167 $16.2M
Moneta Group Investment Advisors LLC 0.12% Add +0.0% 235,310 $16.1M
NTV Asset Management LLC 1.56% Add +8.1% 233,348 $16.0M
Napier Financial, LLC 3.32% Add +0.1% 232,637 $15.9M
Kaydan Wealth Management, Inc. 4.85% New 232,524 $15.9M
MAI Capital Management 0.06% Add +18.8% 231,209 $15.8M
Royal Fund Management, LLC 1.31% New 229,379 $15.7M
First Commonwealth Financial Corp 2.18% Add +7.1% 227,322 $15.6M
Strategic Equity Management 5.22% Reduce -1.3% 227,232 $15.5M
Thrivent Financial for Lutherans 0.03% Add +8.1% 226,373 $15.5M
Keel Point, LLC 0.91% Add +4.5% 225,535 $15.4M
Finley Financial, LLC 6.19% Reduce -1.1% 224,925 $15.4M
Lido Advisors, LLC 0.06% Add +8.1% 224,336 $15.3M
Clarity Wealth Advisors, LLC 2.67% Add +5.6% 220,974 $15.1M
St. Louis Trust Co 1.67% No change 20,994 $14.6M
Vista Finance, LLC 8.16% Add +6.5% 213,388 $14.6M
SteelPeak Wealth, LLC 0.38% Reduce -21.3% 211,132 $14.4M
Annandale Capital, LLC 2.14% No change 210,809 $14.4M
Advisors Preferred, LLC 2.23% Add +535.1% 219,086 $14.4M
CoreCap Advisors, LLC 0.42% Add +28.0% 209,249 $14.3M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -42.7% 208,497 $14.3M
Measured Wealth Private Client Group, LLC 3.41% Add +243.1% 205,993 $14.1M
Choreo, LLC 0.15% Reduce -6.6% 203,399 $13.9M
Aries Wealth Management 2.72% Add +2.5% 202,496 $13.9M
Metropolitan Life Insurance Co 3.88% No change 202,478 $13.9M
Field & Main Bank 2.82% Add +10.3% 199,651 $13.7M
Pinnacle Wealth Planning Services, Inc. 1.30% Add +1.9% 199,501 $13.6M
Redhawk Wealth Advisors, Inc. 1.34% Add +4.7% 198,788 $13.6M
LGL Partners, LLC 4.97% Add +0.7% 198,768 $13.6M
TCTC Holdings, LLC 0.36% Reduce -1.7% 198,035 $13.5M
Clear Creek Financial Management, LLC 0.86% Reduce -22.9% 194,950 $13.3M
Freestone Capital Holdings, LLC 0.35% Reduce -4.2% 194,335 $13.3M
Geneos Wealth Management Inc. 0.26% Add +9.8% 189,707 $13.0M
Legacy Wealth Partners, LLC 2.91% Add +99.8% 189,608 $13.0M
GLOBALT Investments LLC / GA 0.43% Reduce -2.5% 185,640 $12.7M
HT Partners LLC 3.50% Reduce -18.0% 184,637 $12.6M
Farther Finance Advisors, LLC 0.10% Reduce -3.9% 182,264 $12.5M
LMCG Investments, LLC 0.65% Reduce -4.2% 177,113 $12.1M
Nuveen, LLC 0.00% Add +16.1% 176,641 $12.1M
Washington Growth Strategies LLC 6.61% Add +0.5% 174,115 $11.9M
Pinnacle Financial Group, LLC / IL 2.90% Add +7.0% 173,422 $11.9M
Sanctuary Advisors, LLC 0.06% Add +14.8% 173,160 $11.8M
Caisse de depot et placement du Quebec 0.02% Reduce -36.8% 171,763 $11.8M
Del-Sette Capital Management, LLC 6.84% Reduce -14.8% 171,175 $11.7M
Marshall Wace, LLP 0.01% Add +148.2% 167,260 $11.4M
Wealth Advisory Solutions, LLC 2.32% Reduce -2.8% 164,903 $11.3M
Rathbones Group PLC 0.04% Add +7.6% 164,693 $11.3M
Csenge Advisory Group 0.46% Add +47.2% 163,626 $11.2M
First National Bank of Omaha 0.31% Add +5.1% 164,365 $11.1M
Callan Family Office, LLC 0.22% Add +31.3% 160,876 $11.0M
Fiduciary Trust Co 0.12% Reduce -1.6% 160,095 $11.0M
Bessemer Group Inc. 0.01% Add +16.2% 158,857 $10.9M
Bradley Foster & Sargent Inc. 0.15% Add +10.0% 157,086 $10.7M
OpenArc Corporate Advisory, LLC 0.13% Add +0.7% 156,069 $10.7M
Portland Global Advisors LLC 1.01% Reduce -2.7% 155,651 $10.6M
Federation des caisses Desjardins du Quebec 0.03% Add +4.5% 155,395 $10.6M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -3.7% 152,342 $10.4M
Three Bridge Wealth Advisors, LLC 2.60% Add +1.4% 151,546 $10.4M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Add +100.9% 151,335 $10.4M
NewEdge Advisors, LLC 0.03% Add +12.5% 149,662 $10.2M
Avestar Capital, LLC 0.60% Add +0.4% 149,307 $10.2M
EP Wealth Advisors, LLC 0.04% Add +3.4% 146,997 $10.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +582.9% 146,418 $10.0M
Indivisible Partners 0.56% Add +47.4% 146,103 $10.0M
Centiva Capital, LP 0.34% Add +10.2% 145,056 $9.9M
Little House Capital LLC 2.22% Add +0.9% 144,755 $9.9M
Regal Investment Advisors LLC 0.51% Reduce -2.7% 144,108 $9.9M
J.W. Cole Advisors, Inc. 0.17% New 142,629 $9.8M
Elevation Point Wealth Partners, LLC 0.18% Add +23.9% 142,203 $9.7M
Friends of the Cornell Lab of Ornithology, Inc. 7.84% Add +2.2% 141,872 $9.7M
Trustmark Bank Trust Department 0.58% Add +5.8% 141,768 $9.7M
PKO Investment Management Joint-Stock Co 0.70% Reduce -8.0% 141,513 $9.7M
Allie Family Office LLC 3.59% Reduce -2.2% 141,232 $9.7M
TD Waterhouse Canada Inc. 0.03% Add +242.4% 144,741 $9.6M
Lifeworks Advisors, LLC 1.01% Add +171.4% 140,575 $9.6M
Victory Capital Management Inc. 0.01% Reduce -45.3% 140,098 $9.6M
Parcion Private Wealth LLC 0.53% Reduce -6.3% 139,691 $9.6M
Janney Montgomery Scott LLC 0.02% Add +4.2% 139,054 $9.5M
Rafferty Asset Management, LLC 0.02% Reduce -23.0% 138,859 $9.5M
Washington Trust Bank 0.66% Add +17.5% 137,931 $9.4M
Whittier Trust Co. of Nevada Inc. 0.18% Reduce -3.3% 143,175 $9.4M
Parallel Advisors, LLC 0.14% Add +2.8% 133,198 $9.1M
Arax Advisory Partners 0.06% Add +199.3% 132,594 $9.1M
Private Advisor Group, LLC 0.04% Reduce -49.0% 132,377 $9.1M
Whittier Trust Co. 0.09% Add +6.1% 132,714 $9.0M
Salomon & Ludwin, LLC 0.73% Reduce -2.0% 134,008 $8.9M
DT Investment Partners, LLC 0.66% Reduce -3.8% 129,704 $8.9M
&partners 0.04% Reduce -4.2% 128,233 $8.8M
Park Avenue Securities LLC 0.05% Add +51.1% 127,935 $8.8M
Moneywise, Inc. 3.25% Add +4.3% 127,286 $8.7M
Sterling Capital Management LLC 0.15% Add +0.3% 125,999 $8.6M
Staley Capital Advisers Inc. 0.33% No change 125,550 $8.6M
Oppenheimer & Co. Inc. 0.09% Reduce -14.0% 125,345 $8.6M
Advisortrust Partners, LLC 2.93% Reduce -35.7% 125,124 $8.6M
Horizon Bancorp Inc. 4.01% Reduce -4.1% 125,091 $8.6M
CIBC Asset Management Inc 0.02% Reduce -60.7% 124,685 $8.5M
Curi Capital, LLC 0.13% Add +0.5% 124,351 $8.5M
Analyst IMS Investment Management Services Ltd. 0.20% No change 123,829 $8.5M
Stratos Wealth Partners, LTD. 0.09% Reduce -29.0% 123,323 $8.4M
Ballentine Partners, LLC 0.10% No change 122,042 $8.3M
Elevatus Welath Management 2.03% Add +415.1% 121,894 $8.3M
Steward Partners Investment Advisory, LLC 0.04% Reduce -10.0% 121,767 $8.3M
Grove Bank & Trust 0.82% Add +9.1% 121,544 $8.3M
Urban Financial Advisory Corp 2.27% Reduce -2.4% 120,154 $8.2M
PFW Advisors LLC 2.39% Reduce -2.4% 119,596 $8.2M
Glenview Trust Co 0.11% Reduce -0.5% 118,375 $8.1M
Summit Financial Consulting LLC 5.49% Reduce -11.8% 118,253 $8.1M
Confluence Wealth Services, Inc. 0.23% Add +15.9% 116,681 $8.0M
RTD Financial Advisors, Inc. 0.87% Reduce -1.1% 116,475 $8.0M
First Financial Bank - Trust Division 0.57% Reduce -1.1% 116,004 $7.9M
Baker Avenue Asset Management, LP 0.15% Add +21.5% 115,836 $7.9M
Hancock Whitney Corp. 0.13% Add +1.7% 115,560 $7.9M
Summit Financial, LLC 0.09% Add +1696.0% 115,498 $7.9M
Ausdal Financial Partners, Inc. 0.31% Reduce -5.1% 115,333 $7.9M
Independent Financial Group, LLC 0.15% Add +16.7% 115,053 $7.9M
Robertson Stephens Wealth Management, LLC 0.19% Reduce -0.7% 114,803 $7.9M
Parr McKnight Wealth Management Group, LLC 0.93% Reduce -11.7% 114,712 $7.8M
Valeo Financial Advisors, LLC 0.17% Reduce -1.1% 114,407 $7.8M
Outlook Wealth Advisors, LLC 1.69% Add +1.2% 114,378 $7.8M
Willis Johnson & Associates, Inc. 0.44% Reduce -4.6% 114,189 $7.8M
T. Rowe Price Associates Inc. 0.00% No change 113,970 $7.8M
Corepath Wealth Partners LLC 4.85% Reduce -0.6% 117,454 $7.8M
Ryan Investment Management, Inc. 3.50% Add +8.3% 113,120 $7.7M
Rwa Wealth Partners, LLC 0.07% Add +19.6% 112,160 $7.7M
Sumitomo Mitsui Financial Group, Inc. 0.15% Reduce -3.2% 111,721 $7.6M
Boxwood Ventures, Inc. 4.52% New 110,576 $7.6M
Ashton Thomas Private Wealth, LLC 0.16% Add +6.8% 110,148 $7.5M
Harvest Investment Advisors, LLC 3.71% Reduce -0.2% 109,321 $7.5M
Bridges Investment Management Inc. 0.09% Add +1.1% 108,908 $7.5M
First National Trust Co 0.25% Add +2.3% 108,264 $7.4M
Bokf, NA 0.10% Reduce -3.4% 107,991 $7.4M
StoneX Group Inc. 0.30% Reduce -31.8% 107,745 $7.4M
Highview Capital Management LLC 2.11% Add +5.1% 107,136 $7.3M
Savant Capital, LLC 0.02% Add +8.9% 106,509 $7.3M
Linscomb Wealth, Inc. 0.32% Reduce -5.8% 106,284 $7.3M
Arbor Investment Advisors, LLC 0.81% Reduce -2.3% 104,559 $7.2M
Parisi Gray Wealth Management 1.46% Reduce -0.7% 103,988 $7.1M
IFP Advisors, Inc 0.13% Add +233.9% 103,859 $7.1M
Brighton Jones LLC 0.13% Add +0.9% 103,664 $7.1M
OFS Enterprise LLC 1.80% Reduce -0.5% 103,087 $7.1M
Oppenheimer Asset Management Inc. 0.07% Add +6.0% 102,859 $7.0M
Mackenzie Financial Corp. 0.01% Reduce -19.4% 102,660 $7.0M
Camarda Financial Advisors, LLC 2.12% Add +92.0% 102,543 $7.0M
Ninety One SA (Pty) Ltd 0.38% New 102,768 $7.0M
Prospera Financial Services Inc 0.10% Reduce -22.5% 101,919 $7.0M
Global Retirement Partners, LLC 0.11% — 101,643 $7.0M
Up Capital Management, Inc. 5.38% New 101,561 $6.9M
International City Management Association Retirement Corp 3.01% Add +1.6% 101,350 $6.9M
First Manhattan Co. Llc. 0.02% Add +527.8% 101,316 $6.9M
FFT Wealth Management LLC 1.09% Add +2.4% 101,287 $6.9M
Fiducient Advisors LLC 0.99% Add +2.8% 101,251 $6.9M
LWM Advisors Inc. 5.88% Reduce -3.2% 100,573 $6.9M
1ST Source Bank 0.31% Add +11.7% 100,069 $6.8M
Westport Asset Management Inc. 2.79% No change 100,000 $6.8M
Level Four Advisory Services, LLC 0.19% Add +18.0% 99,786 $6.8M
Summit Trail Advisors, LLC 0.09% Reduce -2.6% 99,258 $6.8M
Stelac Advisory Services LLC 1.26% Reduce -2.3% 98,920 $6.8M
Focus Partners Advisor Solutions, LLC 0.06% Reduce -5.4% 98,766 $6.8M
Migdal Insurance & Financial Holdings Ltd. 0.04% Reduce -5.0% 99,516 $6.8M
Alexis Investment Partners, LLC 3.90% Reduce -5.9% 98,836 $6.7M
Quantum Portfolio Management LLC 2.39% Reduce -4.0% 97,269 $6.7M
NBT Bank, N.A. 0.44% Reduce -0.7% 96,268 $6.6M
Coastline Trust Co 0.58% Add +9.2% 96,227 $6.6M
D.A. Davidson & Co. 0.04% Reduce -15.5% 95,968 $6.6M
Venture Visionary Partners LLC 0.18% Add +2.0% 95,934 $6.6M
LBMC Investment Advisors, LLC 0.36% Add +0.4% 95,835 $6.6M
Solstein Capital, LLC 2.23% Add +1.5% 95,403 $6.5M
HMS Capital Management, LLC 2.44% Reduce -0.5% 95,374 $6.5M
Financial & Tax Architects, LLC 1.36% Add +29.1% 94,607 $6.5M
Partners Capital Investment Group, LLP 0.23% Add +15.5% 94,056 $6.4M
Grange Capital, LLC 5.93% Add +3.5% 94,012 $6.4M
Baron Financial Group, LLC 3.06% Reduce -1.2% 93,833 $6.4M
Midwest Professional Planners, LTD. 1.24% Reduce -3.3% 92,315 $6.3M
City Holding Co. 0.71% Reduce -10.1% 92,114 $6.3M
Calamos Wealth Management LLC 0.19% Add +0.1% 91,728 $6.3M
Penobscot Investment Management Company, Inc. 0.43% Add +23.6% 91,496 $6.3M
Vestmark Advisory Solutions, Inc. 0.06% Reduce -19.5% 90,796 $6.2M
Mosley Wealth Management 1.97% Add +1677.8% 90,368 $6.2M
AMG National Trust Bank 0.13% Reduce -15.5% 89,338 $6.1M
Sowell Financial Services LLC 0.20% Reduce -4.5% 89,015 $6.1M
Widmann Financial Services, Inc. 3.23% Reduce -3.8% 88,042 $6.0M
Brown Advisory Inc. 0.01% Add +5.0% 87,763 $6.0M
Avior Wealth Management, LLC 0.16% Reduce -7.6% 86,737 $5.9M
AlTi Global, Inc. 0.12% Add +8.9% 85,939 $5.9M
Harbour Investments, Inc. 0.08% Add +5.7% 85,710 $5.9M
PKS Advisory Services, LLC 0.92% Add +542.4% 84,439 $5.8M
Modera Wealth Management, LLC 0.06% Reduce -1.9% 82,172 $5.6M
Avalon Capital Management 1.32% No change 81,554 $5.6M
Allianz Asset Management GmbH 0.01% Reduce -45.9% 81,478 $5.6M
Prism Advisors, Inc. 1.34% Reduce -8.4% 80,684 $5.5M
LSP Investment Advisors, LLC 5.03% Reduce -26.5% 80,012 $5.5M
Hoge Financial Services, LLC 2.62% Reduce -1.8% 79,901 $5.5M
Simmons Bank 0.31% Add +1.7% 79,896 $5.5M
Twin Focus Capital Partners, LLC 0.55% Add +0.0% 79,087 $5.4M
Arrow Investment Advisors, LLC 5.22% Reduce -1.7% 78,931 $5.4M
Syon Capital LLC 0.24% Reduce -10.5% 78,904 $5.4M
Financial Synergies Wealth Advisors, Inc. 0.46% Reduce -1.5% 78,775 $5.4M
NewEdge Wealth, LLC 0.05% Add +51.5% 76,639 $5.2M
Summit Wealth & Retirement Planning, Inc. 1.10% Reduce -9.8% 75,857 $5.2M
Fiera Capital Corp 0.02% Reduce -0.7% 75,680 $5.2M
NDWM LLC 3.04% Add +3.2% 75,626 $5.2M
URS Advisory LLC 2.88% Add +106.2% 75,524 $5.2M
Constant Guidance Financial LLC 3.24% Add +541.3% 75,444 $5.2M
Fourth Dimension Wealth, LLC 1.63% Add +2.1% 75,201 $5.1M
Belpointe Asset Management LLC 0.17% Add +15.3% 75,145 $5.1M
Causeway Capital Management LLC 0.06% New 74,974 $5.1M
City of London Investment Management Co. Ltd. 0.31% Add +1132.0% 74,658 $5.1M
Capital Advantage, Inc. 0.62% Reduce -1.9% 74,437 $5.1M
First American Trust, FSB 0.31% Reduce -7.0% 74,271 $5.1M
Composition Wealth, LLC 0.06% Add +9.6% 74,196 $5.1M
Allen Investment Management, LLC 0.06% No change 73,856 $5.1M
Financial Advisors Network, Inc. 0.62% Reduce -1.2% 73,635 $5.0M
Toronto Dominion Bank 0.01% Reduce -29.1% 73,168 $5.0M
Asset Management Group, Inc. 0.73% Reduce -0.6% 73,004 $5.0M
Spire Wealth Management 0.15% Add +5.2% 72,262 $4.9M
Wealthspire Advisors, LLC 0.03% Add +9.4% 72,139 $4.9M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +26.2% 71,845 $4.9M
Juncture Wealth Strategies, LLC 1.28% Add +44.1% 71,746 $4.9M
Quantinno Capital Management LP 0.01% Add +38.5% 71,524 $4.9M
Connors Investor Services Inc. 0.42% Add +11.6% 71,043 $4.9M
HB Wealth Management, LLC 0.03% Reduce -2.6% 70,884 $4.8M
Boyd Watterson Asset Management LLC 1.30% Reduce -2.8% 70,575 $4.8M
Advisory Services Network, LLC 0.05% Add +12.5% 70,213 $4.8M
Independence Wealth Advisors, LLC 2.40% Add +124.7% 69,860 $4.8M
Independence Bank of Kentucky 0.53% Reduce -0.6% 69,085 $4.7M
Jones Financial Companies LLLP 0.00% Add +29.9% 70,291 $4.7M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3.27% New 68,700 $4.7M
Ieq Capital, LLC 0.02% Add +1.9% 68,578 $4.7M
Dorsey Wright & Associates 0.79% Reduce -44.8% 68,198 $4.7M
Nvwm, LLC 0.94% Add +31.9% 67,973 $4.7M
Pinnacle Family Advisors, LLC 1.95% Reduce -20.2% 67,873 $4.6M
Chicago Wealth Management, Inc. 1.64% Add +0.1% 67,569 $4.6M
Fluent Financial, LLC 1.65% Reduce -76.1% 67,525 $4.6M
Conning Inc. 0.14% Add +14.2% 66,533 $4.6M
United Capital Financial Advisors, LLC 0.03% Reduce -1.4% 66,363 $4.5M
Integrated Advisors Network LLC 0.21% Add +409.7% 66,329 $4.5M
Meridian Wealth Management, LLC 0.14% Reduce -4.3% 66,136 $4.5M
Larch Capital Partners LLC 0.64% Add +0.0% 65,817 $4.5M
Balefire, LLC 0.73% Add +1.0% 65,732 $4.5M
Earnest Partners LLC 0.02% Reduce -20.0% 65,651 $4.5M
Johnson Investment Counsel Inc. 0.03% Add +17.3% 64,114 $4.4M
Scotia Capital Inc. 0.02% Reduce -18.4% 63,623 $4.4M
Bluespring Wealth Management, LLC 0.08% Add +43.3% 62,576 $4.3M
Integrated Investment Consultants, LLC 0.84% Add +1.7% 62,435 $4.3M
Mgo One Seven LLC 0.07% Add +478.1% 61,899 $4.2M
Brown Wealth Management, LLC 0.94% Add +3.4% 61,574 $4.2M
Consolidated Investment Group LLC 0.36% No change 61,200 $4.2M
Gryphon Financial Partners LLC 0.38% Add +1.4% 61,149 $4.2M
Insight Wealth Partners, LLC 0.56% New 60,971 $4.2M
Graham Capital Management, L.P. 0.16% Reduce -79.1% 60,656 $4.1M
Badgley Phelps Wealth Managers, LLC 0.07% Reduce -22.0% 60,629 $4.1M
Allen Mooney & Barnes Investment Advisors LLC 0.63% No change 60,422 $4.1M
Centaurus Financial, Inc. 0.16% Add +541.8% 59,486 $4.1M
Concord Investment Counsel Inc. 1.11% Add +2.6% 59,281 $4.1M
Kovack Advisors, Inc. 0.19% Add +0.3% 59,326 $4.0M
Avantax Planning Partners, Inc. 0.10% Reduce -2.3% 58,731 $4.0M
Laird Norton Wetherby Trust Company, LLC 0.08% Reduce -1.5% 58,623 $4.0M
Smithfield Trust Co 0.16% Reduce -1.9% 58,600 $4.0M
State of Wyoming 0.40% Reduce -11.9% 58,543 $4.0M
M1 Capital Management LLC 1.46% Reduce -10.7% 57,951 $4.0M
1832 Asset Management L.P. 0.00% Reduce -3.3% 57,831 $4.0M
Chicago Partners Investment Group LLC 0.08% Add +1.1% 60,524 $3.9M
HFG Advisors, Inc. 2.43% Add +2.3% 57,016 $3.9M
Edmond DE Rothschild Holding S.A. 0.05% Add +41.9% 56,727 $3.9M
Foundation Wealth Management, LLC 2.38% Reduce -5.9% 56,362 $3.9M
Index Technologies Group LLC 3.08% Reduce -3.9% 56,257 $3.8M
Blue Fin Capital, Inc. 0.56% Reduce -0.5% 56,242 $3.8M
Blue Trust, Inc. 0.04% Add +11.0% 56,133 $3.8M
Jacksonville Wealth Management, LLC 2.17% Add +4.3% 56,130 $3.8M
Abacus Planning Group, Inc. 0.47% Reduce -0.5% 55,780 $3.8M
Blueprint Investment Partners LLC 0.32% Reduce -0.9% 55,732 $3.8M
Richard W. Paul & Associates, LLC 1.16% Reduce -1.7% 55,443 $3.8M
Ethos Financial Group, LLC 0.25% Add +0.8% 60,990 $3.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Add +0.1% 54,815 $3.7M
New York State Common Retirement Fund 0.00% No change 54,675 $3.7M
Arkadios Wealth Advisors 0.06% Add +0.5% 54,644 $3.7M
Blueprint Financial Advisors LLC 0.41% Reduce -0.7% 54,052 $3.7M
Tobias Financial Advisors, Inc. 0.46% Reduce -5.3% 53,373 $3.7M
Factor Wealth Management LTD 0.55% Reduce -7.3% 52,930 $3.6M
Evergreen Capital Management LLC 0.06% Add +1.6% 52,594 $3.6M
Fogel Capital Management, Inc. 1.43% Add +1.0% 51,935 $3.6M
Valmark Advisers, Inc. 0.04% Add +0.0% 51,884 $3.5M
Founders Financial Securities LLC 0.18% Reduce -0.7% 51,841 $3.5M
ExodusPoint Capital Management, LP 0.03% New 51,800 $3.5M
Institute for Wealth Management, LLC. 0.31% Reduce -0.3% 51,646 $3.5M
Inman Jager Wealth Management, LLC 1.87% Reduce -2.5% 51,402 $3.5M
Waters Parkerson & Co., LLC 0.17% Reduce -4.0% 51,367 $3.5M
First Interstate Bank 0.18% Reduce -13.1% 50,954 $3.5M
Alliancebernstein L.P. 0.00% Reduce -57.6% 61,340 $3.5M
Summitpoint Capital Management 3.72% Add +38.6% 50,446 $3.5M
Volterra Technologies LP 2.21% Reduce -50.8% 50,204 $3.4M
Legacy Trust 0.61% Add +1.0% 50,128 $3.4M
Aureus Asset Management, LLC 0.21% No change 50,121 $3.4M
Rakuten Investment Management, Inc. 0.01% Reduce -55.9% 50,343 $3.4M
True Freedom Investing, LLC 0.26% Reduce -5.8% 59,452 $3.4M
Wealthedge Investment Advisors, LLC 1.15% Reduce -20.5% 49,229 $3.4M
Midwest Trust Co 0.04% Add +4.1% 49,216 $3.4M
Fulton Bank, N.A. 0.10% Reduce -0.2% 48,978 $3.4M
Provident Co of the Employees of the Hebrew University LTD 2.56% New 48,927 $3.3M
Bison Wealth, LLC 0.31% Reduce -0.6% 49,249 $3.3M
Gladstone Institutional Advisory LLC 0.11% Reduce -4.3% 48,612 $3.3M
FF Advisors,LLC 1.23% Add +4.1% 48,183 $3.3M
Integrated Wealth Concepts LLC 0.02% Add +16.6% 48,115 $3.3M
Balanced Wealth Group LLC 1.03% Reduce -4.6% 47,832 $3.3M
Voya Investment Management LLC 0.00% Add +8.4% 47,720 $3.3M
Harfst & Associates, Inc. 0.51% Add +6.4% 47,614 $3.3M
Legacy Capital Group California, Inc. 0.98% Add +47.8% 47,529 $3.3M
Sava Infond d.o.o. 0.23% Reduce -12.8% 47,500 $3.2M
OneDigital Investment Advisors LLC 0.03% Reduce -3.6% 47,436 $3.2M
SVB Wealth LLC 0.20% Reduce -4.1% 47,425 $3.2M
Central Bank & Trust Co. 0.46% Reduce -16.1% 47,132 $3.2M
Pinkerton Wealth, LLC 0.28% Reduce -88.3% 56,650 $3.2M
Kestra Private Wealth Services, LLC 0.04% Reduce -0.4% 46,880 $3.2M
Ak Global Asset Management, LLC 2.71% Add +23.3% 29,350 $3.2M
World Investment Advisors 0.05% Add +0.0% 56,122 $3.2M
Dominguez Wealth Management Solutions, Inc. 1.75% Reduce -1.4% 46,502 $3.2M
Burke & Herbert Bank & Trust Co. 0.78% Add +9.7% 45,749 $3.1M
Harmony Asset Management LLC 0.84% Reduce -1.0% 45,713 $3.1M
Glen Eagle Advisors, LLC 0.39% Add +0.8% 45,494 $3.1M
Pathway Financial Advisors LLC 0.36% No change 47,365 $3.1M
Birch Hill Investment Advisors LLC 0.13% Add +2.3% 45,267 $3.1M
First Foundation Advisors 0.11% Add +0.2% 45,036 $3.1M
Pittenger & Anderson Inc. 0.11% Add +99.7% 44,615 $3.1M
Fsa Wealth Partners, Inc. 0.76% Add +4.0% 44,425 $3.0M
MassMutual Private Wealth & Trust, FSB 0.08% Reduce -7.6% 44,305 $3.0M
Bank of Hawaii 0.15% Reduce -0.4% 44,136 $3.0M
Ackerman Capital Advisors, LLC 0.61% Add +0.0% 44,107 $3.0M
Fifth Third Wealth Advisors LLC 0.08% Add +3.9% 44,052 $3.0M
First Financial Bankshares Inc 0.06% No change 43,894 $3.0M
Ramiah Investment Group 2.29% Add +305.1% 43,763 $3.0M
BNP Paribas 0.08% Add +29.1% 43,704 $3.0M
Joel Isaacson & Co., LLC 0.09% Add +9.9% 43,634 $3.0M
Old National Bancorp 0.06% Reduce -13.8% 43,166 $3.0M
Insigneo Advisory Services, LLC 0.11% Add +41.1% 43,140 $3.0M
Portus Wealth Advisors, LLC 2.43% Add +19871.8% 43,139 $3.0M
Atlas Brown,Inc. 0.79% Add +2.2% 43,101 $2.9M
Credit Agricole S A 0.01% Reduce -12.4% 43,062 $2.9M
NorthCrest Asset Manangement, LLC 0.08% Add +7.9% 43,749 $2.9M
Bolthouse Investments, LLC 2.35% No change 42,300 $2.9M
Agf Management Ltd. 0.01% Reduce -0.5% 42,085 $2.9M
Mandatum Life Insurance Co Ltd 0.53% No change 42,083 $2.9M
Westshore Wealth, LLC 0.89% Add +26.2% 42,011 $2.9M
Littlejohn Financial Services, Inc. 2.09% Reduce -15.2% 41,996 $2.9M
Mission Wealth Management, LP 0.04% Add +30.6% 41,924 $2.9M
GFG Capital, LLC 0.79% No change 41,919 $2.9M
Buska Wealth Management, LLC 1.03% Add +224.1% 41,823 $2.9M
JFS Wealth Advisors, LLC 0.14% Add +9.3% 41,783 $2.9M
VestGen Advisors, LLC 0.08% Reduce -1.8% 41,717 $2.9M
Pure Financial Advisors, LLC 0.04% Reduce -3.7% 41,710 $2.9M
Rainier Family Wealth Inc. 1.62% Add +11.5% 41,679 $2.9M
Fort Point Capital Partners LLC 0.30% Add +0.0% 41,270 $2.8M
Wagner Wealth Management, Corp 2.27% Add +6.3% 41,098 $2.8M
Mutual Advisors, LLC 0.05% Reduce -58.6% 40,935 $2.8M
Cliffwater LLC 0.69% No change 40,400 $2.8M
Apollon Wealth Management, LLC 0.03% Add +0.6% 40,268 $2.8M
Bulltick Wealth Management, LLC 0.56% Reduce -52.6% 40,063 $2.7M
Farmers & Merchants Investments Inc. 0.07% Add +5.3% 39,709 $2.7M
First Merchants Corp. 0.10% Add +9.4% 39,683 $2.7M
Silvercrest Asset Management Group LLC 0.02% Add +49.3% 39,667 $2.7M
Prairie Advisory, LLC 0.65% — 39,406 $2.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Reduce -0.4% 39,392 $2.7M
O'shaughnessy Asset Management, LLC 0.01% Add +94.3% 39,142 $2.7M
Weil Company, Inc. 0.47% Reduce -0.9% 38,972 $2.7M
Kropog Financial Group, LLC 1.87% Add +1.6% 38,761 $2.7M
Vance Wealth, LLC 0.60% Reduce -2.7% 38,742 $2.7M
Sincerus Advisory, LLC 1.77% Reduce -1.9% 38,190 $2.6M
Crewe Advisors LLC 0.19% Add +6.3% 38,133 $2.6M
Allworth Financial LP 0.01% Reduce -1.7% 37,923 $2.6M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -0.5% 37,874 $2.6M
Contravisory Investment Management, Inc. 0.46% Add +51.9% 37,864 $2.6M
Private Wealth Asset Management, LLC 0.25% Add +0.2% 37,759 $2.6M
Smith, Moore & Co. 0.17% Reduce -0.7% 37,757 $2.6M
Viewpoint Capital Management LLC 1.32% Reduce -10.3% 37,739 $2.6M
Fidelis Capital Partners, LLC 0.15% Add +12.0% 37,666 $2.6M
BSW Wealth Partners 0.28% Reduce -2.5% 37,381 $2.6M
Daymark Wealth Partners, LLC 0.06% Add +71.8% 37,283 $2.6M
Lee Danner & Bass Inc. 0.15% Add +2.3% 37,228 $2.5M
Financial Engines Advisors L.L.C. 0.00% Reduce -1.7% 37,225 $2.5M
Canandaigua National Bank & Trust Co. 0.21% — 37,154 $2.5M
Webster Bank, N. A. 0.22% Reduce -7.8% 37,073 $2.5M
Natixis 0.01% Reduce -45.4% 37,027 $2.5M
Regatta Capital Group, LLC 0.34% No change 36,952 $2.5M
Avidian Wealth Enterprises, LLC 0.07% Reduce -0.6% 36,895 $2.5M
Providence First Trust Co 0.70% Reduce -4.8% 36,603 $2.5M
Jefferies Financial Group Inc. 0.02% Reduce -85.8% 36,565 $2.5M
RPg Family Wealth Advisory, LLC 0.42% Add +0.2% 36,477 $2.5M
Next Capital Management LLC 0.67% Reduce -0.5% 36,459 $2.5M
DRW Securities, LLC 0.15% Reduce -95.3% 36,437 $2.5M
Calton & Associates, Inc. 0.36% Reduce -3.8% 36,341 $2.5M
Nepc LLC 0.05% Reduce -37.6% 36,131 $2.5M
Forza Wealth Management, LLC 0.75% No change 35,775 $2.4M
Nordwand Advisors, LLC 0.37% Reduce -0.6% 35,709 $2.4M
Risk Paradigm Group, LLC 1.91% Reduce -0.9% 35,689 $2.4M
Assetmark, Inc. 0.00% Add +233.8% 35,457 $2.4M
Poinciana Advisors Group, LLC 1.80% Reduce -2.4% 34,742 $2.4M
Susquehanna International Group, LLP 0.00% Reduce -91.9% 35,347 $2.4M
Pine Valley Investments Ltd Liability Co 0.10% Reduce -2.8% 35,319 $2.4M
Heritage Investors Management Corp. 0.07% Reduce -2.8% 35,184 $2.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +0.9% 35,037 $2.4M
Atticus Wealth Management, LLC 0.57% Add +3.9% 34,811 $2.4M
Peapack Gladstone Financial Corp. 0.03% Reduce -0.9% 34,693 $2.4M
Schroder Investment Management Group 0.00% Add +18.9% 34,500 $2.4M
Canton Hathaway, LLC 0.45% No change 34,485 $2.4M
Clear Harbor Asset Management, LLC 0.15% Reduce -3.4% 34,234 $2.3M
Cambient Family Office, LLC 0.29% Add +2.7% 34,077 $2.3M
Capital Group Private Client Services, Inc. 0.03% Reduce -6.9% 34,012 $2.3M
Aspiriant, LLC 0.06% Reduce -4.2% 33,882 $2.3M
Mather Group, Llc. 0.02% Reduce -2.3% 33,725 $2.3M
AMG Asset Management Group, Inc. 1.43% Add +3.0% 33,476 $2.3M
Expressive Wealth LLC 2.16% Reduce -5.7% 33,407 $2.3M
Rehmann Capital Advisory Group 0.10% Reduce -0.4% 33,239 $2.3M
James Investment Research, Inc. 0.23% Add +12.3% 33,376 $2.3M
Talisman Wealth Advisors LLC 1.70% New 13,889 $2.3M
Ticino Wealth 0.72% Add +99.1% 33,299 $2.3M
Clearstead Advisors, LLC 0.02% Add +7.6% 33,284 $2.3M
Magnus Financial Group LLC 0.16% Add +1.4% 32,961 $2.3M
IFG Advisory, LLC 0.08% New 32,877 $2.2M
Mycio Wealth Partners, LLC 0.42% Add +0.5% 32,575 $2.2M
Three Seasons Wealth, LLC 0.20% Add +44.4% 32,306 $2.2M
Stratos Wealth Advisors, LLC 0.12% Add +34.1% 32,280 $2.2M
Novare Capital Management LLC 0.16% New 32,170 $2.2M
Israel Discount Bank of New York 4.07% Add +6.2% 32,158 $2.2M
Colorado Capital Management, Inc. 0.75% Reduce -1.0% 32,101 $2.2M
Lifestyle Asset Management, Inc. 0.59% Add +378.0% 32,084 $2.2M
Harbor Advisory Corp. 0.59% No change 32,039 $2.2M
Parsons Capital Management Inc. 0.10% Reduce -24.0% 31,971 $2.2M
NerdWallet Wealth Partners, LLC 0.75% Add +0.3% 31,891 $2.2M
Prosperity Planning, Inc. 0.70% Reduce -2.8% 31,693 $2.2M
Invictus Private Wealth, LLC 0.12% Reduce -0.2% 31,499 $2.2M
River Wealth Advisors LLC 0.23% Reduce -1.3% 31,451 $2.2M
Dark Forest Capital Management LP 0.14% Add +24.7% 31,398 $2.1M
Sequoia Financial Advisors, LLC 0.01% Reduce -1.0% 31,351 $2.1M
Rockland Trust Co. 0.08% Reduce -2.5% 31,158 $2.1M
Texas Bank & Trust Co 0.70% Add +2.5% 31,065 $2.1M
Capital Investment Advisors, LLC 0.03% Add +5.8% 31,032 $2.1M
Roundview Capital LLC 0.12% Add +192.9% 30,909 $2.1M
Neuberger Berman Group LLC 0.00% Reduce -25.8% 30,669 $2.1M
NWF Advisory Services Inc. 0.20% Add +38.6% 30,502 $2.1M
TRUE Private Wealth Advisors 0.18% Reduce -42.3% 30,239 $2.1M
AE Wealth Management LLC 0.01% Reduce -46.8% 30,215 $2.1M
Heritage Trust Co 0.18% No change 29,946 $2.0M
Principal Securities, Inc. 0.02% Add +4.3% 29,900 $2.0M
Harbor Investment Advisory, LLC 0.14% Add +2.2% 29,757 $2.0M
Truepoint, Inc. 0.04% No change 29,742 $2.0M
LBJ Family Wealth Advisors, Ltd. 1.03% Reduce -0.8% 30,071 $2.0M
Arlington Capital Management, Inc. 1.26% New 29,576 $2.0M
Sachem Hill LLC 0.36% Reduce -12.7% 29,477 $2.0M
Salus Financial Advisors, LLC 0.99% Reduce -0.8% 29,439 $2.0M
Tiemann Investment Advisors, LLC 0.73% Reduce -2.5% 29,275 $2.0M
Flagship Harbor Advisors, LLC 0.08% Reduce -1.0% 29,122 $2.0M
Bar Harbor Wealth Management 0.11% Add +1.9% 29,122 $2.0M
Sentinel Trust Co. Lba 0.18% Reduce -5.8% 28,942 $2.0M
Brookstone Capital Management 0.02% Add +119.7% 28,779 $2.0M
Fortis Group Advisors, LLC 0.31% Reduce -2.6% 28,653 $2.0M
Stephens Inc. 0.02% Add +153.5% 28,459 $1.9M
Caprock Group, LLC 0.04% Reduce -2.5% 28,324 $1.9M
Compound Planning, Inc. 0.05% Add +166.9% 28,292 $1.9M
Renaissance Technologies 0.00% Reduce -76.9% 28,200 $1.9M
Klingenstein Fields & Co. LP 0.07% Reduce -1.0% 27,904 $1.9M
Keystone Financial Group 0.11% Reduce -25.5% 27,894 $1.9M
Audent Global Asset Management, LLC 2.12% Reduce -46.9% 27,773 $1.9M
Ellis Investment Partners, LLC 0.29% Add +537.1% 27,772 $1.9M
New Republic Capital, LLC 0.43% Add +3.6% 27,420 $1.9M
JMG Financial Group, Ltd. 0.05% Reduce -1.0% 27,321 $1.9M
Lyell Wealth Management, LP 0.11% Reduce -0.1% 27,203 $1.9M
Lakeshore Capital Group, Inc. 1.38% Reduce -0.1% 27,192 $1.9M
Earned Wealth Advisors, LLC 0.12% Reduce -1.2% 27,137 $1.9M
Carret Asset Management, LLC 0.16% Add +2.4% 27,132 $1.9M
Sacks & Associates, LLC 1.25% Add +7.1% 28,891 $1.9M
Argent Trust Co 0.05% Reduce -1.1% 27,009 $1.8M
First Bank & Trust 0.27% No change 26,947 $1.8M
Paladin Partners, LLC 1.22% Reduce -0.2% 26,895 $1.8M
Harvest Investment Services, LLC 0.28% Reduce -13.2% 26,815 $1.8M
TD Private Client Wealth LLC 0.03% Add +0.8% 26,668 $1.8M
Smith Chas P & Associates Pa Cpas 0.09% No change 26,000 $1.8M
Cyndeo Wealth Partners, LLC 0.08% Add +2.8% 25,994 $1.8M
Wesbanco Bank Inc. 0.04% Reduce -1.0% 25,919 $1.8M
Obermeyer Wealth Partners 0.07% No change 25,911 $1.8M
Turtle Creek Wealth Advisors, LLC 0.09% No change 25,869 $1.8M
Purpose Unlimited Inc. 0.07% Reduce -1.7% 25,847 $1.8M
WCG Wealth Advisors LLC 0.04% Add +67.3% 25,814 $1.8M
Moneda S.A. Administradora General de Fondos 1.44% Add +138.1% 25,721 $1.8M
Northwest Wealth Management, LLC 0.23% No change 25,546 $1.7M
Investment Management Corp. /Va/ 1.45% Add +3.3% 25,444 $1.7M
WESPAC Advisors, LLC 0.84% New 25,313 $1.7M
BLB&B Advisors, LLC 0.06% Reduce -6.3% 25,295 $1.7M
IPG Investment Advisors LLC 0.25% Add +0.3% 25,225 $1.7M
E&G Advisors, LLC 0.33% Add +13.6% 25,194 $1.7M
Johnson & White Wealth Management, LLC 0.64% Add +3.5% 25,054 $1.7M
Orion Porfolio Solutions, LLC 0.01% Reduce -52.6% 24,987 $1.7M
Simon Quick Advisors, LLC 0.07% Add +0.4% 24,948 $1.7M
Dynamic Advisor Solutions LLC 0.05% Add +8.0% 24,776 $1.7M
Gotham Asset Management 0.00% No change 24,770 $1.7M
Private Advisory Group LLC 0.09% Reduce -28.0% 24,765 $1.7M
PFG Advisors 0.09% Reduce -6.8% 24,639 $1.7M
Howland Capital Management LLC 0.06% Reduce -34.9% 24,236 $1.7M
Samalin Investment Counsel, LLC 0.53% Reduce -1.6% 24,197 $1.7M
DBK Financial Counsel, LLC 1.37% Reduce -2.6% 23,933 $1.6M
Highland Capital Management, LLC 0.08% Reduce -24.6% 23,897 $1.6M
Impact Capital Partners LLC 0.44% Add +46.3% 23,703 $1.6M
Ghe, LLC 0.61% No change 23,481 $1.6M
Capital Analysts, LLC 0.04% Reduce -0.5% 23,412 $1.6M
International Assets Investment Management, LLC 0.10% Add +41.3% 23,998 $1.6M
Welch & Forbes LLC 0.02% Add +4.0% 23,245 $1.6M
Innova Wealth Partners 0.66% Reduce -41.1% 23,202 $1.6M
B&D White Capital Company, LLC 0.16% No change 23,186 $1.6M
Surience Private Wealth LLC 1.39% Add +88.3% 23,145 $1.6M
Kingswood Wealth Advisors, LLC 0.06% Add +7.6% 23,109 $1.6M
Trinity Financial Advisors LLC 0.41% Add +1.7% 23,097 $1.6M
Two Sigma Securities, LLC 0.14% Reduce -76.9% 23,006 $1.6M
Tidal Investments LLC 0.00% Add +7.0% 23,000 $1.6M
Matisse Capital 0.63% No change 22,990 $1.6M
NorthRock Partners, LLC 0.02% Add +1.5% 22,916 $1.6M
Marble Harbor Investment Counsel, LLC 0.16% No change 22,900 $1.6M
Northeast Investment Management 0.06% Reduce -1.1% 22,880 $1.6M
Marex Group Ltd 0.01% Add +3.5% 22,874 $1.6M
Founders Grove Wealth Partners, LLC 0.31% Reduce -3.0% 22,859 $1.6M
SP Asset Management LLC 0.12% Add +0.5% 22,753 $1.6M
Pines Wealth Management, LLC 0.44% Reduce -16.1% 22,584 $1.5M
Galvin, Gaustad & Stein, LLC 0.11% New 22,455 $1.5M
DAVENPORT & Co LLC 0.01% Add +11.0% 22,296 $1.5M
Affiance Financial, LLC 0.22% No change 22,276 $1.5M
Nwam LLC 0.08% Add +1.5% 22,267 $1.5M
Pacific Financial Group Inc. 0.72% Add +2.9% 22,047 $1.5M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -81.7% 22,000 $1.5M
HBK Sorce Advisory LLC 0.03% Reduce -3.0% 22,750 $1.5M
GFS Advisors, LLC 0.16% No change 13,900 $1.5M
ERn Financial, LLC 0.25% Reduce -8.0% 21,754 $1.5M
Hoxton Planning & Management, LLC 0.38% No change 21,550 $1.5M
Ramirez Asset Management, Inc. 0.15% Reduce -30.5% 21,501 $1.5M
Oakworth Capital, Inc. 0.07% Add +3.3% 21,454 $1.5M
Sterling Investment Advisors, Ltd. 0.25% No change 21,445 $1.5M
Procyon Advisors, LLC 0.06% Add +2.6% 21,414 $1.5M
J2 Capital Management Inc 0.98% Reduce -4.6% 21,393 $1.5M
Ritholtz Wealth Management 0.02% New 21,332 $1.5M
Navellier & Associates Inc. 0.12% Add +55.3% 21,261 $1.5M
Prosperity Consulting Group, LLC 0.06% Add +14.3% 21,246 $1.5M
Ballast Rock Private Wealth LLC 0.67% Add +0.0% 21,198 $1.5M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -1.5% 21,150 $1.4M
HUB Investment Partners, LLC 0.03% Add +3.7% 21,112 $1.4M
Sovereign Financial Group, Inc. 0.22% Reduce -0.7% 21,024 $1.4M
Osborne Partners Capital Management, LLC 0.08% No change 20,910 $1.4M
Colter Lewis Investment Partners LLC 0.63% Add +108.4% 20,791 $1.4M
Sonata Capital Group Inc. 0.46% Reduce -9.3% 20,787 $1.4M
Hudson Portfolio Management LLC 1.07% Add +20.2% 20,763 $1.4M
Taylor & Morgan Wealth Management, LLC 0.70% Add +2.4% 20,723 $1.4M
Evolution Wealth Advisors, LLC 0.17% No change 20,697 $1.4M
Independent Family Office, LLC 0.57% No change 20,688 $1.4M
Bayban 1.09% No change 20,682 $1.4M
Wealthcare Advisory Partners LLC 0.03% Reduce -65.7% 20,554 $1.4M
Newport Capital Group, LLC 0.78% Reduce -10.4% 20,431 $1.4M
Colony Family Offices, LLC 0.31% Add +0.7% 20,369 $1.4M
Coign Capital Advisors LLC 0.63% Add +2.4% 20,368 $1.4M
Klingman & Associates, LLC 0.06% Reduce -0.3% 20,354 $1.4M
Sovereign Investment Advisors, LLC 0.26% Add +185.9% 20,337 $1.4M
LaSalle St. Investment Advisors, LLC 0.17% Reduce -4.4% 20,304 $1.4M
Basecamp Wealth Advisors LLC 0.26% No change 20,270 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% Reduce -47.1% 20,250 $1.4M
Roble, Belko & Company, Inc 0.15% No change 20,072 $1.4M
Noesis Capital Mangement Corp. 0.16% Reduce -7.2% 19,926 $1.4M
Buck Wealth Strategies, LLC 0.14% Reduce -11.1% 19,885 $1.4M
Natixis Advisors, LLC 0.00% Add +39.5% 19,852 $1.4M
Evercore Wealth Management, LLC 0.02% Add +10.2% 19,797 $1.4M
Bramshill Investments, LLC 0.10% Add +20.5% 19,757 $1.4M
Johnson Financial Group, Inc. 0.04% Reduce -2.5% 19,680 $1.3M
MFG Wealth Management, Inc. 0.96% Add +0.7% 19,676 $1.3M
G&S Capital LLC 0.39% Add +7.5% 19,534 $1.3M
Ramsay, Stattman, Vela & Price, Inc. 0.24% Reduce -0.5% 19,491 $1.3M
Tocqueville Asset Management L.P. 0.02% Reduce -7.9% 19,442 $1.3M
Glass Jacobson Investment Advisors llc 0.41% Reduce -3.7% 19,433 $1.3M
Power Wealth Management LLC 0.46% Add +243.3% 19,409 $1.3M
Morris Financial Concepts, Inc. 0.41% Reduce -10.6% 19,372 $1.3M
Independent Solutions Wealth Management, LLC 0.17% Add +8.3% 19,360 $1.3M
Crescent Grove Advisors, LLC 0.11% Add +0.1% 19,333 $1.3M
Ridge Creek Global, Inc 1.03% Reduce -2.6% 19,269 $1.3M
Bear Mountain Capital, Inc. 0.38% Reduce -0.1% 19,955 $1.3M
RiverTree Advisors, LLC 0.77% Reduce -16.8% 19,129 $1.3M
Global Trust Wealth Management LLC 0.90% Add +1.2% 19,084 $1.3M
Whalerock Point Partners, LLC 0.23% No change 18,986 $1.3M
Chilton Investment Co. Inc. 0.03% No change 18,900 $1.3M
Apex Wealth Management, LLC 0.78% Add +0.8% 18,708 $1.3M
Tortoise Investment Management, LLC 0.09% Reduce -8.8% 18,436 $1.3M
Retirement Income Solutions, Inc. 0.22% No change 22,207 $1.3M
Crestwood Advisors Group, LLC 0.02% Add +18.8% 18,342 $1.3M
BigSur Wealth Management LLC 0.30% No change 18,300 $1.3M
Gemmer Asset Management LLC 0.08% New 18,268 $1.2M
Texas Yale Capital Corp. 0.03% No change 18,259 $1.2M
Virtue Capital Management, LLC 0.17% Reduce -12.2% 18,234 $1.2M
Bitterroot Capital Advisors LLC 0.75% Add +13.3% 18,102 $1.2M
XML Financial, LLC 0.09% Reduce -6.4% 17,983 $1.2M
Pictet North America Advisors SA 0.11% Add +36.0% 17,941 $1.2M
Clifford Swan Investment Counsel LLC 0.04% Reduce -56.5% 17,900 $1.2M
Lexington Hill Partners, LLC 0.59% Reduce -20.4% 17,897 $1.2M
Certuity, LLC 0.06% Reduce -1.0% 17,894 $1.2M
Kelsey Financial, LLC 0.93% Reduce -1.7% 17,824 $1.2M
Vanguard National Trust Co 0.07% Reduce -0.8% 17,697 $1.2M
Perennial Investment Advisors, LLC 0.08% Reduce -9.3% 17,651 $1.2M
Orin Green Financial, LLC 0.44% Reduce -9.6% 17,526 $1.2M
Ancora Advisors LLC 0.02% Add +7.9% 17,470 $1.2M
Credit Industriel Et Commercial 0.22% Reduce -66.4% 17,468 $1.2M
Signaturefd, LLC 0.02% Add +0.1% 17,412 $1.2M
Quadrant Capital Group LLC 0.03% Reduce -0.1% 17,388 $1.2M
Cardiff Park Advisors, LLC 0.09% Reduce -21.2% 17,348 $1.2M
Rossmore Private Capital 0.09% Add +0.0% 17,068 $1.2M
YHB Investment Advisors, Inc. 0.07% Reduce -0.7% 17,055 $1.2M
RiverFront Investment Group, LLC 0.02% Add +24.4% 16,931 $1.2M
Arcus Capital Partners, LLC 0.48% Add +0.2% 16,924 $1.2M
Act Wealth Management, LLC 0.34% Reduce -0.4% 16,915 $1.2M
Sigma Planning Corp 0.03% Add +9.4% 16,867 $1.2M
Haverford Trust Co 0.01% No change 16,794 $1.1M
Vise Technologies, Inc. 0.01% Add +29.5% 16,722 $1.1M
Cedar Wealth Management, LLC 0.29% No change 16,379 $1.1M
Savvy Advisors, Inc. 0.02% Add +12.1% 16,281 $1.1M
Compagnie Lombard Odier SCmA 0.01% No change 16,258 $1.1M
Wealthspire Retirement, LLC 0.06% No change 16,121 $1.1M
One Wealth Advisors, LLC 0.12% Reduce -0.3% 15,949 $1.1M
Gambit Capital Management, LLC 0.63% Reduce -0.9% 15,911 $1.1M
Western Wealth Management, LLC 0.04% Add +13.5% 15,737 $1.1M
Appleton Partners Inc. 0.07% Reduce -5.5% 15,726 $1.1M
Florida Financial Advisors, LLC 0.18% Add +18.0% 15,685 $1.1M
IHT Wealth Management, LLC 0.02% Add +11.6% 15,623 $1.1M
Stonebridge Capital Advisors LLC 0.07% No change 15,600 $1.1M
Everett Harris & Co. 0.01% Reduce -1.1% 15,527 $1.1M
Nomura Asset Management International Inc. 0.00% Reduce -2.9% 15,530 $1.1M
Hexagon Capital Partners LLC 0.15% Add +0.2% 15,522 $1.1M
New Wave Wealth Advisors LLC 0.29% New 15,452 $1.1M
J. Safra Sarasin Holding AG 0.02% Add +20.1% 17,952 $1.1M
Vontobel Holding Ltd. 0.00% Reduce -98.7% 15,407 $1.1M
Verition Fund Management LLC 0.01% New 15,392 $1.1M
Argyle Capital Partners, LLC 0.66% Add +5.6% 15,374 $1.1M
Rothschild Wealth LLC 0.08% Add +0.2% 15,339 $1.0M
Savior LLC 3.01% New 15,332 $1.0M
Trust Co. of Vermont 0.04% — 15,288 $1.0M
KFA Private Wealth Group, LLC 0.25% Reduce -43.4% 15,225 $1.0M
Union Bancaire Privee, UBP SA 0.01% Reduce -22.6% 16,955 $1.0M
HORAN Wealth, LLC 0.13% Reduce -50.1% 15,155 $1.0M
CSM Advisors, LLC 0.02% Add +18.1% 15,000 $1.0M
Roof Eidam Maycock Peralta, LLC 0.20% No change 14,995 $1.0M
Parkside Financial Bank & Trust 0.07% Add +25.2% 14,964 $1.0M
Redwood Park Advisors LLC 0.74% Reduce -18.7% 14,949 $1.0M
RiverGlades Family Offices LLC 0.46% Reduce -12.2% 14,752 $1.0M
SBI Securities Co., Ltd. 0.02% Add +1.8% 14,751 $1.0M
Monument Capital Management 0.20% New 14,714 $1.0M
Patriot Investment Management Group, Inc. 0.06% Reduce -6.5% 14,647 $1.0M
Lodestar Private Asset Management LLC 0.09% Reduce -0.8% 14,625 $1.0M
Catalyst Financial Partners LLC 0.10% No change 14,595 $998K
Bridgewater Advisors Inc. 0.05% Add +127.5% 15,485 $996K
Madden Advisory Services, Inc. 0.36% Reduce -4.4% 14,538 $995K
JSF Financial, LLC 0.16% Reduce -29.0% 14,523 $993K
Lakeridge Wealth Management LLC 0.36% Reduce -2.6% 14,485 $991K
Chesapeake Wealth Management 0.28% Reduce -6.6% 14,434 $987K
Wedbush Securities Inc. 0.03% Add +14.6% 14,417 $986K
Exit Wealth Advisors, LLC. 0.45% New 14,400 $985K
Betterment LLC 0.00% Add +8.0% 14,383 $984K
Pallas Capital Advisors LLC 0.03% Add +26.2% 14,353 $982K
Friday Financial 0.26% Add +0.4% 14,791 $972K
Franklin, Parlapiano, Turner & Welch, LLC 0.22% No change 14,156 $968K
White Pine Capital LLC 0.23% Add +3.4% 14,151 $968K
Capital Advisors Inc. 0.01% Reduce -15.0% 14,144 $968K
Mayflower Financial Advisors, LLC 0.08% Reduce -0.6% 14,077 $963K
Ti-Trust, Inc. 0.52% No change 14,072 $963K
71 West Capital Partners 0.03% New 14,069 $962K
Tranquilli Financial Advisor LLC 0.51% Reduce -22.8% 13,976 $956K
Virtue Asset Management LLC 0.68% Add +17.1% 13,941 $954K
Rockingstone Advisors LLC 0.38% Add +6.1% 13,880 $950K
Acropolis Investment Management, LLC 0.04% No change 13,876 $949K
Forum Finance Group S.A. 0.34% Reduce -37.0% 17,169 $949K
Fund Evaluation Group, LLC 0.03% Add +46.5% 13,870 $949K
Roman Butler Fullerton & Co. 0.23% Add +25.0% 14,699 $948K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.20% Add +5.2% 13,849 $947K
Winter & Associates, Inc. 0.71% Reduce -50.6% 13,788 $943K
Berman McAleer LLC 0.11% Reduce -3.5% 13,740 $940K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.10% Reduce -4.3% 13,727 $939K
Bannerman Wealth Management Group, LLC 0.55% Reduce -1.3% 13,724 $939K
Visionary Wealth Advisors 0.04% Add +9.2% 13,692 $937K
CM Wealth Advisors LLC 0.17% Reduce -1.2% 13,668 $935K
Bank of New Hampshire 0.20% Reduce -1.7% 13,660 $934K
Resonant Capital Advisors, LLC 0.04% Reduce -0.9% 13,653 $934K
Decision Investments, Inc. 0.85% Add +1.0% 13,582 $929K
Davidson Trust Co. 0.36% Add +0.8% 13,576 $929K
Eclectic Associates Inc. 0.11% Reduce -0.5% 13,495 $923K
Salem Investment Counselors Inc. 0.02% Reduce -4.8% 13,477 $922K
EverSource Wealth Advisors, LLC 0.03% Add +0.1% 13,467 $921K
Cordgrass Capital Advisors, LLC 0.34% Reduce -0.8% 13,453 $920K
Strid Group, LLC 0.10% Add +0.3% 13,430 $919K
Round Rock Advisors LLC 0.12% No change 13,417 $918K
Evanson Financial, LLC 0.04% — 13,400 $917K
Bluedoor Private Wealth, LLC 0.38% Add +2.1% 13,261 $907K
Plancorp, LLC 0.02% New 14,033 $905K
Ascension Capital Advisors, Inc. 0.25% Reduce -17.8% 13,174 $901K
Shelton Capital Management 0.02% Reduce -50.6% 13,150 $900K
Trust Co 0.08% Reduce -0.2% 13,149 $900K
Integrity Alliance, Llc. 0.03% Add +7.6% 13,110 $897K
Trail Ridge Investment Advisors, LLC 0.38% Add +3.6% 13,087 $895K
Connecticut Wealth Management, LLC 0.03% Reduce -25.8% 13,046 $892K
Cascade Financial Partners, LLC 0.08% No change 12,968 $887K
WealthShield Partners, LLC 0.14% Reduce -0.8% 12,960 $887K
Idaho Trust Co 0.26% Reduce -3.5% 12,959 $886K
Foster & Motley Inc. 0.04% No change 12,894 $882K
Benjamin Edwards Inc. 0.01% Add +55.8% 12,784 $875K
Genus Capital Management Inc. 0.09% Reduce -0.9% 12,721 $870K
Pinnacle Bancorp, Inc. 0.23% Add +0.6% 12,702 $869K
McKinley Carter Wealth Services, Inc. 0.04% No change 12,683 $868K
1900 Wealth Management LLC 0.05% Add +22.1% 6,617 $861K
Fonville Wealth Management LLC 0.14% Reduce -0.6% 12,534 $857K
Tran Capital Management, L.P. 0.10% No change 12,475 $853K
Chesley Taft & Associates LLC 0.03% Add +3.0% 12,436 $851K
Ameritas Advisory Services, LLC 0.02% Add +67.4% 12,423 $850K
VestGen Investment Management 0.45% Add +0.7% 12,403 $848K
Orrstown Financial Services Inc. 0.13% Add +3.3% 12,400 $848K
TSA Wealth Managment LLC 0.24% Reduce -0.1% 12,391 $848K
W Advisors, LLC 0.39% No change 12,386 $847K
First Citizens Bank & Trust Co. 0.01% Reduce -3.9% 12,351 $845K
Zions Bancorporation, National Association 0.05% No change 12,300 $841K
Foster Group, Inc. 0.02% No change 12,270 $839K
Clarkston Capital Partners, LLC 0.07% No change 12,250 $838K
Diversified Trust Co. 0.01% Add +0.5% 12,225 $836K
Lavaca Capital LLC 0.09% Reduce -55.1% 12,201 $835K
Cooper/Haims Advisors, LLC 0.36% Reduce -2.4% 12,192 $834K
Anb Bank 0.31% Reduce -0.8% 12,189 $834K
CFS Investment Advisory Services, LLC 0.06% Reduce -0.1% 12,583 $827K
Narwhal Capital Management 0.06% Add +0.2% 12,079 $826K
Everstar Asset Management, LLC 0.40% Reduce -52.3% 11,983 $820K
Bonfire Financial 0.53% Add +1.0% 11,976 $819K
RFG Advisory, LLC 0.01% Reduce -68.8% 11,939 $817K
Snowden Capital Advisors LLC 0.02% Add +14.0% 11,917 $815K
Cary Street Partners Financial LLC 0.02% Add +17.3% 11,824 $809K
Lanark Financial, Inc. 0.05% Add +0.5% 11,798 $807K
Edgestream Partners, L.P. 0.02% New 11,769 $805K
Bleakley Financial Group, LLC 0.01% Reduce -3.0% 11,764 $805K
Boltwood Capital Management 0.18% Reduce -0.4% 11,753 $804K
Cypress Wealth Services, LLC 0.10% Reduce -10.2% 11,708 $801K
Embree Financial Group 0.08% Reduce -10.9% 11,624 $795K
Addison Capital Co 0.13% Reduce -2.2% 11,620 $795K
Lionsbridge Wealth Management LLC 0.78% Reduce -5.0% 11,577 $792K
Revolve Wealth Partners, LLC 0.08% Reduce -0.0% 11,568 $791K
Hansen & Associates Financial Group, Inc. 0.45% Reduce -40.1% 11,707 $791K
FourThought Financial Partners, LLC 0.06% Add +1.6% 11,509 $787K
Crusonia Wealth Advisors LLC 0.13% Add +0.2% 11,502 $787K
Jane Street Group, LLC 0.00% Add +4.5% 11,495 $786K
Commonwealth Financial Services, LLC 0.11% Reduce -81.1% 11,491 $786K
B. Riley Wealth Advisors, Inc. 0.04% Add +0.1% 11,650 $786K
Focused Alpha, LLC 0.20% Add +0.2% 11,456 $784K
Waddell & Associates, LLC 0.04% Reduce -7.0% 11,390 $779K
Conservest Capital Advisors, Inc. 0.06% Reduce -9.3% 11,299 $773K
Brand Asset Management Group, Inc. 0.17% No change 11,247 $769K
Dorsey & Whitney Trust CO LLC 0.04% No change 11,247 $769K
Trust Point Inc. 0.07% No change 11,227 $768K
SageView Advisory Group, LLC 0.03% Reduce -2.2% 11,192 $766K
Hilltop Holdings Inc. 0.06% Reduce -22.0% 11,121 $761K
TPG Financial Advisors, LLC 0.23% Reduce -0.3% 11,105 $760K
Park Edge Advisors, LLC 0.16% Add +42.1% 11,073 $757K
Aptus Capital Advisors, LLC 0.01% Add +10.5% 11,064 $757K
BFI Infinity Ltd. 0.36% No change 11,000 $753K
Intellectus Partners, LLC 0.13% Add +0.1% 10,992 $752K
Cornerstone Wealth Group, LLC 0.04% Add +4.3% 10,991 $752K
Westmount Partners, LLC 0.17% Reduce -43.7% 10,977 $751K
Aerodigm Wealth, LLC 0.25% Reduce -2.1% 10,925 $747K
Elequin Capital, LP 0.13% New 10,921 $747K
Washington Trust Advisors, Inc. 0.06% Reduce -1.8% 10,861 $743K
Howard Financial Services, LTD. 0.07% No change 10,830 $741K
Asempa Wealth Advisors 0.57% Add +0.1% 10,829 $741K
Cove Private Wealth, LLC 0.14% New 10,820 $740K
Cranbrook Wealth Management, LLC 0.14% Reduce -1.5% 10,793 $738K
ShoreHaven Wealth Partners, LLC 0.23% Reduce -0.8% 10,748 $735K
Envestnet Portfolio Solutions, Inc. 0.00% Add +2.8% 10,733 $734K
Essex Financial Services, Inc. 0.04% Add +18.2% 10,723 $734K
1492 Capital Management LLC 0.22% Reduce -8.2% 10,712 $733K
Cookson Peirce & Co. Inc. 0.02% Add +35.2% 10,681 $731K
UMB Bank, n.a. 0.01% Reduce -9.2% 10,648 $728K
Sax Wealth Advisors, LLC 0.03% Add +28.8% 12,749 $724K
Sovran Advisors, LLC 0.05% Add +2.5% 11,608 $724K
Arlington Trust Co LLC 0.06% No change 10,571 $723K
Quantum Financial Partners LLC 0.37% — 10,495 $718K
Boyum Wealth Architects LLC 0.29% Reduce -1.4% 11,105 $716K
Berkshire Asset Management LLC 0.03% Add +1.2% 10,448 $715K
Sunflower Bank, N.A. 0.17% No change 10,400 $711K
Brown Miller Wealth Management, LLC 0.18% Add +6.2% 10,397 $711K
Serenity Investment Advisors 0.30% Add +0.2% 10,670 $711K
BlackDiamond Wealth Management, LLC 0.29% Add +47.5% 10,852 $707K
Titleist Asset Management, LLC 0.05% Add +1.6% 10,300 $705K
Burney Co./ 0.02% Add +0.0% 10,294 $704K
Apella Capital, LLC 0.01% Add +2.1% 10,581 $695K
Flputnam Investment Management Co. 0.01% Add +13.6% 9,974 $691K
O'ROURKE & COMPANY, Inc 0.24% Add +7.5% 10,058 $688K
Winthrop Partners - WNY, LLC 0.34% No change 10,037 $687K
Aegis Wealth Management LLC 0.32% Reduce -60.6% 10,026 $686K
Systematic Alpha Investments, LLC 0.02% No change 10,018 $685K
LuminArx Capital Management LP 0.41% Reduce -50.0% 10,000 $684K
Point72 Asset Management 0.00% Reduce -90.7% 10,000 $684K
Kagan Cocozza Asset Management 0.43% Reduce -4.7% 9,958 $681K
Breachway Investments LLC 1.02% No change 9,926 $679K
Landing Point Financial Group, LLC 0.23% Reduce -89.5% 9,907 $678K
Croban 0.30% Add +2.0% 9,852 $674K
Frederick Financial Consultants, LLC 0.28% Add +51.8% 9,796 $670K
Capital Advisors, Ltd. LLC 0.07% Add +12.3% 9,776 $669K
TrinityBridge Ltd 0.02% No change 9,780 $669K
Foundations Investment Advisors, LLC 0.01% Add +5.3% 9,774 $669K
Advyzon Investment Management, LLC 0.05% Add +43.7% 9,753 $667K
Great Valley Advisor Group, Inc. 0.01% Add +3.4% 9,728 $665K
Adell Harriman & Carpenter Inc. 0.03% Reduce -5.3% 9,713 $664K
North Star Investment Management Corp. 0.04% Reduce -9.4% 9,706 $664K
Sunpointe, LLC 0.19% Reduce -43.2% 9,687 $662K
Adirondack Capital Advisors, LLC 0.35% Reduce -0.8% 9,660 $661K
Morton Capital Management LLC 0.09% No change 9,631 $659K
Horst & Graben Wealth Management LLC 0.09% Add +0.0% 9,904 $658K
Elevation Wealth Partners, LLC 0.20% Reduce -2.5% 9,586 $656K
Hyundai Investments Co., Ltd. 0.71% Add +160.1% 9,721 $655K
Roberts Glore & Co. Inc. 0.16% Reduce -10.7% 9,570 $655K
American Investment Services, Inc. 0.14% Reduce -11.6% 9,542 $653K
David J Yvars Group 0.32% Add +19.7% 9,516 $651K
CreativeOne Wealth, LLC 0.01% Reduce -49.8% 9,509 $651K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.18% Add +46.1% 9,500 $650K
Ascent Group, LLC 0.02% Reduce -0.7% 9,481 $649K
Summit Wealth Partners, LLC 0.09% Add +24.2% 9,450 $646K
Sage Financial Management Group, Inc. 0.18% No change 9,405 $643K
Pinebridge Investments LLC 0.01% Reduce -7.3% 9,377 $641K
Element Wealth, LLC 0.24% Reduce -17.4% 9,375 $641K
Noble Wealth Management PBC 0.29% Add +42.8% 9,360 $640K
Missouri Trust & Investment Co 0.17% Reduce -0.7% 9,990 $640K
Aua Capital Management, LLC 0.30% No change 9,321 $638K
Ameriprise Financial Inc. 0.00% Reduce -44.6% 9,316 $637K
Powell Investment Advisors, LLC 0.20% Add +0.4% 9,294 $636K
Thrive Wealth Management, LLC 0.08% Add +0.0% 9,250 $633K
Financial Solutions Advisory Group, Inc. 0.08% Add +0.4% 9,463 $632K
Monetary Management Group Inc. 0.13% Add +45.0% 9,190 $629K
Sentry LLC 0.18% Add +64.5% 9,149 $626K
Signature Estate & Investment Advisors LLC 0.01% Reduce -62.6% 9,113 $623K
Two Sigma Investments, LP 0.00% New 9,085 $622K
Strategic Blueprint, LLC 0.03% Add +0.3% 9,077 $621K
Asset One Wealth Management LLC 0.07% New 9,465 $621K
Norden Group LLC 0.05% Add +5.0% 9,051 $619K
AlphaCore Capital LLC 0.01% Add +0.0% 9,011 $616K
Diversified Portfolios, Inc. 0.04% Reduce -1.5% 8,936 $611K
CogentBlue Wealth Advisors, LLC 0.35% Reduce -4.3% 8,930 $611K
Saxon Interests, Inc. 0.17% No change 8,898 $609K
Gilliland Jeter Wealth Management LLC 0.16% Add +0.5% 8,883 $608K
Well Done, LLC 0.08% Reduce -0.2% 8,865 $606K
HCR Wealth Advisors 0.05% Reduce -2.2% 8,863 $606K
Endowment Wealth Management, Inc. 0.23% Reduce -0.7% 8,836 $604K
Stordahl Capital Management, Inc. 0.11% Reduce -1.1% 8,834 $604K
Empirical Asset Management, LLC 0.14% Add +0.2% 8,795 $602K
GW&K Investment Management, LLC 0.00% Add +26.5% 8,723 $597K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +425.4% 8,727 $597K
Canal Capital Management, LLC 0.07% Add +0.2% 8,703 $595K
Dearborn Partners LLC 0.03% Add +39.4% 8,688 $594K
Fiduciary Financial Group, LLC 0.07% Add +13.2% 8,677 $594K
Collective Family Office LLC 0.12% No change 8,669 $593K
Sightline Wealth Advisors, LLC 0.22% Add +0.5% 8,647 $592K
Retirement Planning Group, LLC 0.01% Reduce -6.9% 8,631 $590K
Argent Advisors, Inc. 0.15% No change 8,610 $589K
Trust Co. of Oklahoma 0.15% No change 8,600 $588K
PACK Private Wealth, LLC 0.24% No change 8,575 $587K
Sage Capital Advisors,llc 0.12% Reduce -0.1% 8,573 $586K
Easterly Investment Partners LLC 0.03% No change 8,558 $585K
First Horizon Corp. 0.02% Add +5.4% 8,531 $584K
Thompson David Blair 0.29% Reduce -3.2% 8,525 $583K
MFA Wealth Services 0.35% Reduce -2.1% 8,524 $583K
Canopy Partners, LLC 0.18% Reduce -1.8% 8,515 $583K
Rebalance, LLC 0.03% No change 8,505 $582K
First Nebraska Trust Co 0.05% No change 8,500 $581K
Private Wealth Advisors, LLC 0.17% Add +0.6% 8,475 $580K
Bellwether Advisors, LLC 0.09% Add +80.8% 8,437 $577K
HighRoad Wealth Advisors, LLC 0.49% Reduce -0.9% 8,424 $576K
Innovative Asset Advisors Group, LLC 0.25% Reduce -12.6% 8,374 $573K
Yarger Wealth Strategies, LLC 0.21% Add +7.8% 8,546 $572K
Luts & Greenleigh Group, Inc. 0.43% Add +0.1% 8,337 $570K
Private Trust Co. NA 0.05% Add +0.4% 8,337 $570K
Key Financial Inc 0.09% Reduce -4.4% 8,325 $570K
Hardin Capital Partners, LLC 0.26% Add +5.7% 8,301 $568K
WASHINGTON TRUST Co 0.02% No change 8,284 $567K
XP Advisory US, Inc. 0.31% — 8,272 $566K
REDW Wealth LLC 0.20% Reduce -4.4% 8,272 $566K
HM Payson & Co. 0.01% No change 8,208 $562K
Bedel Financial Consulting, Inc. 0.05% No change 8,153 $558K
American Trust 0.04% Add +5.4% 8,153 $558K
JDM Financial Group LLC 0.19% No change 8,144 $557K
Nest Investments, LLC 0.42% Add +12.6% 8,094 $554K
Cambria Investment Management, L.P. 0.03% New 8,080 $553K
Empowered Funds, LLC 0.00% New 8,080 $553K
Brown Brothers Harriman & Co. 0.00% Add +1.1% 8,071 $552K
Mechanics Bank Trust Department 0.07% Add +52.6% 8,000 $547K
GAMCO Investors 0.00% Reduce -57.0% 8,000 $547K
Discipline Wealth Solutions, LLC 0.05% Reduce -2.6% 7,995 $547K
Atlantic Union Bankshares Corp 0.01% No change 7,958 $544K
Venturi Wealth Management, LLC 0.02% Add +24.1% 7,954 $544K
17 Capital Partners, LLC 0.25% Add +1.3% 7,915 $541K
Clark Asset Management, LLC 0.04% Add +6.2% 7,894 $540K
Intrua Financial, LLC 0.05% Add +1.0% 7,885 $539K
Trivium Point Advisory, LLC 0.05% Add +1.3% 7,883 $539K
Indiana Trust & Investment Management Co 0.15% Reduce -2.4% 7,863 $538K
Tradition Wealth Management, LLC 0.03% Add +30.8% 7,859 $538K
Inscription Capital, LLC 0.05% Add +1.3% 7,849 $537K
Briaud Financial Planning Inc 0.14% No change 7,830 $536K
Gibson Capital, LLC 0.09% No change 7,820 $535K
Vawter Financial, Ltd. 0.20% Reduce -2.5% 7,780 $532K
Facet Wealth, Inc. 0.01% Add +8.2% 7,773 $532K
OneAscent Financial Services LLC 0.03% Add +0.2% 7,726 $529K
Ibex Wealth Advisors 0.04% Add +1.7% 7,684 $526K
One Capital Management, LLC 0.01% No change 9,233 $524K
Banque Transatlantique SA 0.01% No change 7,656 $524K
Guidance Capital, Inc. 0.11% Add +9.0% 8,146 $523K
Cape Cod Five Cents Savings Bank 0.04% — 7,627 $522K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -1.6% 7,589 $519K
Trust Co. of Toledo NA 0.04% Add +7.5% 7,517 $514K
Hurley Capital, LLC 0.26% Add +19.1% 7,457 $510K
Maryland Capital Advisors Inc. 0.16% — 7,445 $509K
Shared Vision Wealth Group LLC 0.17% Reduce -6.2% 7,433 $508K
Finivi Inc. 0.26% Reduce -2.4% 7,432 $508K
LJI Wealth Management, LLC 0.07% Reduce -26.0% 7,412 $507K
Tru Independence Asset Management 2, LLC 0.27% New 7,411 $507K
Discovery Capital Management, LLC / CT 0.02% No change 7,405 $507K
Piscataqua Savings Bank 0.34% No change 7,400 $506K
Murphy, Middleton, Hinkle & Parker, Inc. 0.21% No change 7,379 $505K
Toth Financial Advisory Corp. 0.05% Reduce -5.3% 7,362 $504K
Prairieview Wealth Partners, LLC 0.38% Reduce -2.9% 7,362 $504K
Wealth Forward, LLC 0.25% Add +5.2% 7,350 $503K
Consilium Wealth Advisory, LLC 0.15% No change 7,325 $501K
Prime Capital Investment Advisors, LLC 0.00% Add +0.1% 7,318 $501K
Aspen Capital Management, LLC 0.11% No change 7,314 $500K
Gateway Wealth Partners, LLC 0.03% Reduce -2.5% 7,314 $500K
Summit Financial Strategies, Inc. 0.04% No change 7,296 $499K
Investment Advisory Group, LLC 0.11% Reduce -0.8% 7,286 $498K
MMBG Investment Advisors Co. 0.04% No change 7,275 $498K
Matrix Private Capital Group LLC 0.22% Add +6.6% 7,264 $497K
TAGStone Capital, Inc. 0.16% Reduce -9.5% 7,237 $495K
Ami Investment Management Inc. 0.11% No change 7,228 $494K
Nicolet Bankshares Inc. 0.02% Add +4.2% 7,291 $493K
Prelude Capital Management, LLC 0.04% Reduce -11.8% 7,190 $492K
First National Bank Sioux Falls 0.13% No change 7,839 $490K
Mainstay Capital Management LLC 0.04% No change 7,145 $489K
Accurate Wealth Management, LLC 0.05% Add +58.4% 7,278 $487K
Kiley Juergens Wealth Management, LLC 0.08% No change 7,104 $486K
Eagle Rock Investment Company, LLC 0.06% Reduce -2.5% 7,058 $483K
Performance Wealth Partners, LLC 0.01% New 7,028 $481K
Cottage Street Advisors LLC 0.19% No change 7,000 $479K
Sierra Capital LLC 0.05% No change 6,991 $478K
Florida Trust Wealth Management Co 0.01% New 6,984 $478K
Smith & Howard Wealth Management, LLC 0.10% Reduce -55.3% 6,981 $478K
Triangle Securities Wealth Management 0.09% Reduce -1.6% 6,946 $475K
Beacon Financial Group 0.04% Reduce -0.2% 6,941 $475K
Peterson Wealth Advisors, LLC 0.06% Add +0.0% 6,937 $475K
Fielder Capital Group LLC 0.10% No change 6,904 $472K
Palumbo Wealth Management LLC 0.10% Add +0.3% 6,893 $472K
Courier Capital LLC 0.02% Add +0.2% 6,845 $468K
Security Financial Services, INC. 0.06% Reduce -2.4% 6,810 $466K
Cornerstone Wealth Advisors, Inc. 0.10% Reduce -1.8% 6,770 $463K
Stephenson & Company, Inc. 0.22% Add +0.6% 6,767 $463K
Proficio Capital Partners LLC 0.02% No change 6,753 $462K
COFG Advisors, LLC 0.08% Add +27.6% 6,752 $462K
Ironwood Financial, llc 0.07% Reduce -2.7% 7,144 $461K
Rothschild Investment LLC 0.02% Add +10.9% 6,729 $460K
JTC Employer Solutions Trustee Ltd 0.04% No change 6,718 $460K
Triad Wealth Partners, LLC 0.03% Reduce -1.4% 7,150 $460K
Jeppson Wealth Management, LLC 0.14% Reduce -0.9% 6,705 $459K
Patten & Patten Inc. 0.02% Reduce -0.9% 6,702 $458K
Retirement Planning Co of New England, Inc. 0.16% Reduce -0.3% 6,682 $457K
Strategic Financial Concepts, LLC 0.14% New 6,678 $457K
Trace Wealth Advisors, LLC 0.30% No change 6,675 $457K
Gallacher Capital Management LLC 0.26% Reduce -72.4% 6,659 $456K
Aspect Partners, LLC 0.17% Reduce -9.9% 6,627 $453K
Russell Investments Group, Ltd. 0.00% Add +45.3% 6,594 $451K
North Berkeley Wealth Management, LLC 0.18% Reduce -5.0% 6,587 $451K
CGC Financial Services, LLC 0.10% No change 6,582 $450K
Greenspring Advisors, LLC 0.02% Reduce -0.3% 6,578 $450K
Mosaic Family Wealth Partners, LLC 0.03% Add +31.9% 6,565 $449K
Genesis Financial Group, LLC 0.29% Reduce -0.7% 6,541 $447K
Wedmont Private Capital 0.01% No change 6,674 $447K
Archford Capital Strategies, LLC 0.05% No change 6,525 $446K
Dunhill Financial, LLC 0.09% Add +0.6% 6,504 $445K
Tiaa Trust, National Association 0.03% Add +10.6% 6,479 $443K
Walkner Condon Financial Advisors LLC 0.05% Add +12.7% 6,411 $439K
Van Hulzen Asset Management, LLC 0.03% Add +0.3% 6,405 $438K
Barometer Capital Management Inc. 0.12% Add +56.1% 6,400 $438K
Rik Saylor Financial, Inc. 0.29% Reduce -7.5% 6,378 $436K
Evernest Financial Advisors, LLC 0.09% Add +16.5% 6,360 $435K
Diversified Management Inc. 0.09% Reduce -10.9% 6,354 $435K
Zhang Financial LLC 0.01% Add +0.1% 6,335 $433K
QRG Capital Management, Inc. 0.00% Add +26.6% 6,333 $433K
Atlantic Edge Private Wealth Management, LLC 0.09% No change 6,310 $432K
Griffin Asset Management, Inc. 0.05% Reduce -0.4% 6,300 $431K
Sage Rhino Capital LLC 0.07% Add +0.0% 6,292 $430K
Fort Washington Investment Advisors Inc. 0.00% No change 6,291 $430K
Cim, LLC 0.06% Reduce -0.7% 6,282 $430K
Parthenon LLC 0.04% No change 6,276 $429K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -7.3% 6,263 $428K
Tsfg, LLC 0.05% Add +0.1% 6,250 $428K
GTS Securities LLC 0.01% Reduce -90.2% 6,246 $427K
Courage Miller Partners, LLC 0.11% No change 6,238 $427K
Kanawha Capital Management LLC 0.03% Reduce -1.2% 6,235 $427K
Oarsman Capital, Inc. 0.05% Reduce -1.8% 6,225 $426K
Proffitt & Goodson Inc. 0.06% No change 6,222 $426K
Key Client Fiduciary Advisors, LLC 0.12% Add +18.3% 6,211 $425K
Patten Group, Inc. 0.07% Add +40.9% 6,210 $425K
Crumly & Associates Inc. 0.08% Add +0.5% 6,189 $423K
Forum Private Client Group LLC 0.13% Reduce -0.7% 6,182 $423K
Park National Corp. 0.01% Reduce -0.9% 6,173 $422K
LMG Wealth Partners, LLC 0.07% Add +15.8% 6,106 $418K
Pennington Partners & Co., LLC 0.13% Add +0.1% 6,090 $417K
AdvisorNet Financial, Inc 0.02% Reduce -5.7% 6,051 $414K
Aprio Wealth Management, LLC 0.02% Reduce -18.3% 6,047 $414K
LCNB Corp. 0.13% No change 6,041 $413K
Greenup Street Wealth Management LLC 0.05% No change 6,012 $411K
MRP Capital Investments, LLC 0.30% No change 6,000 $410K
Douglass Winthrop Advisors, LLC 0.01% No change 6,000 $410K
Byrne Financial Freedom, LLC 0.16% Reduce -5.0% 5,948 $407K
DV Trading LLC 0.03% Reduce -91.7% 5,942 $406K
Optiver Holding B.V. 0.01% New 5,937 $406K
CVA Family Office, LLC 0.04% No change 5,926 $405K
GHP Investment Advisors, Inc. 0.01% Add +0.1% 5,926 $405K
CFG Wealth Management Services, Inc. 0.40% No change 7,349 $405K
MCF Advisors LLC 0.01% Add +0.1% 5,883 $402K
Integrated Capital Management, Inc. 0.28% New 5,879 $402K
Navigation Group, LLC 0.08% No change 5,871 $402K
Peak Asset Management, LLC 0.06% No change 5,865 $401K
Harbour Capital Advisors, LLC 0.07% No change 5,984 $400K
Vermillion Wealth Management, Inc. 0.09% Reduce -4.9% 5,802 $397K
Balboa Wealth Partners 0.05% New 5,765 $394K
Maridea Wealth Management LLC 0.04% Reduce -2.2% 5,755 $394K
Strategic Investment Advisors / MI 0.02% Add +49.4% 5,734 $392K
Delta Investment Management, LLC 0.06% Add +11.3% 5,725 $392K
Dana Investment Advisors, Inc. 0.01% Add +42.2% 5,720 $391K
Beacon Bank & Trust 0.07% No change 5,719 $391K
NORTHSTAR ASSET MANAGEMENT Co 0.07% New 6,170 $391K
LifeGoal Investments, LLC 0.18% New 5,684 $389K
Wealthfront Advisers LLC 0.00% Add +18.6% 5,642 $386K
Williams Jones Wealth Management, LLC. 0.00% Add +21.9% 5,633 $385K
SOA Wealth Advisors, LLC. 0.06% Reduce -4.4% 5,632 $385K
First Bancorp, Inc 0.15% Reduce -0.7% 5,599 $383K
Kingsview Wealth Management, LLC 0.00% Add +21.1% 5,597 $383K
Sound Income Strategies, LLC 0.02% Add +28.6% 5,521 $378K
Pinnacle Associates Ltd. 0.00% Reduce -2.9% 5,520 $378K
Noble Family Wealth, LLC 0.07% No change 5,500 $376K
Kraematon Investment Advisors, Inc. 0.28% Add +0.4% 5,493 $376K
Topel & Distasi Wealth Management, LLC 0.18% Reduce -11.9% 5,492 $376K
Highland Investment Advisors LLC 0.16% — 5,468 $374K
Wealth Alliance, LLC 0.03% New 5,455 $373K
Live Oak Private Wealth LLC 0.05% No change 5,453 $373K
Montag A & Associates Inc. 0.02% Add +12.5% 5,422 $371K
180 Wealth Advisors, LLC 0.04% Reduce -37.5% 5,409 $370K
AssuredPartners Investment Advisors, LLC 0.04% New 5,366 $367K
Accelerate Investment Advisors LLC 0.21% No change 5,340 $365K
Wealth Dimensions Group, Ltd. 0.07% Reduce -6.1% 5,335 $365K
Koshinski Asset Management, Inc. 0.02% Reduce -1.9% 5,325 $364K
Wernau Asset Management Inc. 0.34% Reduce -2.3% 5,316 $364K
Sigma Investment Counselors Inc. 0.02% Add +1.9% 5,297 $362K
Braun-Bostich & Associates Inc. 0.20% Reduce -0.4% 5,277 $361K
Hoey Investments, Inc. 0.05% Reduce -1.3% 5,250 $359K
NBH Bank 0.15% — 5,228 $358K
Choate Investment Advisors 0.01% No change 5,222 $357K
Partners in Financial Planning 0.05% Reduce -13.1% 5,204 $356K
Baldwin Wealth Partners LLC 0.02% No change 5,179 $354K
LOM Asset Management Ltd 0.09% Add +35.3% 5,170 $354K
Acorn Financial Advisory Services Inc. 0.05% Reduce -5.7% 5,137 $351K
MBL Wealth, LLC 0.02% No change 5,126 $351K
Aspen Grove Capital, LLC 0.05% New 5,123 $351K
Global Strategic Investment Solutions, LLC 0.03% Add +0.5% 5,117 $350K
Broyhill Asset Management, LLC 0.31% No change 5,100 $349K
1834 Investment Advisors Co. 0.04% No change 5,100 $349K
Alpha Omega Wealth Management LLC 0.05% Reduce -0.4% 5,060 $346K
Flagstar Securities, Inc. 0.10% Reduce -22.8% 5,040 $345K
Fiscal Wisdom Wealth Management, LLC 0.29% Add +30.6% 5,019 $343K
Private Wealth Management Group, LLC 0.08% No change 5,017 $343K
Truefg, LLC 0.08% Reduce -1.5% 5,015 $343K
Cahill Financial Advisors Inc. 0.03% Add +0.4% 5,009 $343K
GWN Securities Inc. 0.06% Add +27.3% 5,003 $342K
Searle & Co. 0.08% No change 5,000 $342K
Poehling Capital Management, INC. 0.07% No change 5,000 $342K
Main Management LLC 0.02% No change 5,000 $342K
Cadence Wealth Management LLC 0.15% Reduce -1.6% 4,972 $340K
Old Second National Bank of Aurora 0.06% No change 4,969 $340K
Waterford Advisors, LLC 0.09% No change 4,967 $340K
Private Wealth Group, LLC 0.13% No change 4,960 $339K
Gill Capital Partners, LLC 0.09% No change 4,925 $337K
Rose Capital Advisors LLC 0.18% — 4,922 $337K
Praetorian Wealth Management, Inc. 0.06% No change 4,920 $337K
Pettinga Financial Advisors LLC 0.05% Reduce -20.1% 4,913 $336K
City National Bank of Florida 0.14% Reduce -0.6% 4,909 $336K
Jacobs Equity LLC 0.23% No change 4,900 $335K
Marion Wealth Management 0.07% Reduce -0.4% 4,858 $332K
Carrera Capital Advisors 0.05% Add +0.5% 4,857 $332K
Dynamic Financial Group 0.25% Reduce -0.3% 4,853 $332K
Wealthstar Advisors, LLC 0.16% Add +28.0% 4,815 $329K
Transcendent Capital Group LLC 0.13% Add +0.2% 4,811 $329K
Corundum Trust Company, INC 0.88% No change 4,810 $329K
PFG Investments, LLC 0.01% Reduce -2.5% 4,799 $328K
Chemistry Wealth Management LLC 0.05% Reduce -19.9% 4,799 $328K
Greenwich Wealth Management LLC 0.01% Reduce -17.2% 4,800 $328K
Cape Ann Savings Bank 0.15% No change 4,772 $326K
Krane Financial Solutions LLC 0.20% Reduce -9.8% 4,762 $326K
Core Wealth Advisors, Inc. 0.07% No change 4,753 $325K
Cardinal Point Capital Management ULC 0.02% No change 4,750 $325K
Note Advisors, LLC 0.14% No change 4,745 $325K
FDx Advisors, Inc. 0.10% Reduce -7.1% 4,703 $322K
Hedges Asset Management LLC 0.21% — 4,700 $322K
Stillwater Capital Advisors, LLC 0.03% No change 4,695 $321K
Novak & Powell Financial Services, Inc. 0.15% Reduce -46.0% 4,693 $321K
Anchor Capital Advisors LLC 0.01% Add +10.1% 4,665 $319K
DDFG, Inc 0.06% Reduce -24.5% 4,607 $315K
PW Nova Financial Services LLC 0.07% Reduce -1.6% 4,604 $315K
Valtinson Bruner Financial Planning LLC 0.08% Reduce -1.9% 4,571 $313K
Keebeck Wealth Management 0.03% No change 4,568 $312K
Eastern Bank 0.00% Reduce -1.6% 4,565 $312K
Van Cleef Asset Management,Inc 0.03% Reduce -6.5% 4,552 $311K
Seros Financial, LLC 0.16% New 4,523 $309K
National Philanthropic Trust 0.00% Add +0.5% 4,519 $309K
Citizens Business Bank 0.05% No change 4,518 $309K
Atwood & Palmer Inc. 0.02% No change 4,499 $308K
Hills Bank & Trust Co 0.01% No change 4,479 $306K
Union Savings Bank 0.12% Reduce -3.0% 4,470 $306K
Focus Financial Network, Inc. 0.01% Reduce -70.6% 4,458 $305K
Altman Advisors, Inc. 0.11% New 4,430 $303K
5T Wealth, LLC 0.11% Reduce -22.1% 4,416 $302K
Alesco Advisors, LLC, An ESL Co 0.01% No change 4,415 $302K
TCP Asset Management, LLC 0.03% Add +0.8% 4,392 $300K
Chung Wu Investment Group, LLC 0.20% Add +992.5% 4,370 $299K
Empower Advisory Group, LLC 0.00% Reduce -15.2% 4,339 $297K
Soltis Investment Advisors LLC 0.02% Add +3.0% 4,339 $297K
Monarch Capital Management Inc. 0.07% Add +10.3% 4,328 $296K
Sepio Capital, LP 0.01% New 4,326 $296K
Spirepoint Private Client, LLC 0.02% No change 4,310 $295K
Copia Wealth Management 0.18% Reduce -3.5% 4,290 $293K
Mayport, LLC 0.05% No change 4,255 $291K
Forum Financial Management, LP 0.00% Reduce -1.2% 4,250 $291K
Dakota Wealth Management 0.01% No change 4,248 $291K
Fisher Asset Management 0.00% Reduce -51.7% 4,233 $290K
Polaris Investment Advisors, LLC 0.19% Reduce -3.3% 4,226 $289K
Yousif Capital Management, LLC 0.00% Reduce -88.4% 4,218 $289K
CX Institutional 0.01% Reduce -5.2% 4,213 $288K
Creekside Partners 0.10% No change 4,204 $288K
Bravias Capital Group, LLC 0.17% Add +0.0% 4,189 $287K
Moors & Cabot, Inc. 0.01% Reduce -1.8% 4,188 $287K
Sageworth Trust Co 0.01% No change 4,186 $286K
Becker Capital Management Inc. 0.01% New 4,179 $286K
Frisch Financial Group, Inc. 0.05% Reduce -26.2% 4,159 $285K
Berkeley Capital Partners, LLC 0.06% Reduce -2.7% 4,119 $282K
Forteris Wealth Management Inc. 0.23% No change 4,117 $282K
Eldridge Investment Advisors, Inc. 0.06% New 4,104 $281K
Minot DeBlois Advisors LLC 0.24% No change 4,100 $280K
Hiley Hunt Wealth Management 0.11% Add +0.5% 4,064 $278K
BlueChip Wealth Advisors LLC 0.11% Reduce -12.2% 4,062 $278K
Windsor Capital Management, LLC 0.07% Reduce -3.9% 4,059 $278K
Schneider Downs Wealth Management Advisors, LP 0.03% No change 4,051 $277K
Shufro Rose & Co. LLC 0.02% No change 4,039 $276K
Strategy Asset Managers LLC 0.04% Reduce -15.9% 4,039 $276K
Victory Financial Group, LLC 0.03% Add +0.4% 4,038 $276K
New Hampshire Trust 0.05% No change 4,026 $275K
IFG Advisors, LLC 0.04% Reduce -3.5% 4,026 $275K
Leisure Capital Management 0.09% No change 4,025 $275K
Elm Partners Management LLC 0.01% No change 4,025 $275K
William Howard & Co Financial Advisors Inc 0.21% Reduce -1.1% 4,003 $274K
Glaxis Capital Management, LLC 0.55% Reduce -96.2% 4,000 $274K
Wellington Shields Capital Management, LLC 0.03% Reduce -68.6% 4,000 $274K
Shepherd Street Advisors LLC 0.24% No change 4,151 $272K
Concord Wealth Partners 0.03% Reduce -0.3% 3,936 $269K
Gainline Financial Partners, LLC 0.25% — 3,934 $269K
Sagespring Wealth Partners, LLC 0.00% New 3,922 $268K
Kathmere Capital Management, LLC 0.01% Reduce -1.5% 3,920 $268K
Crabel Capital Management, LLC 0.20% Reduce -33.8% 3,918 $268K
Commerce Advisors, LLC 0.15% Add +6.0% 3,908 $267K
POM Investment Strategies, LLC 0.30% Reduce -9.6% 3,896 $267K
Arbor Trust Wealth Advisors, LLC 0.11% Add +0.1% 3,891 $266K
Up Strategic Wealth Investment Advisors LLC 0.16% No change 4,050 $266K
W1M Asset Management Ltd 0.00% Reduce -11.1% 3,884 $266K
McGowan Group Asset Management, Inc. 0.03% Add +0.0% 3,884 $266K
Kickstand Ventures, Llc. 0.05% Reduce -2.0% 3,877 $265K
Marathon Strategic Advisors, LLC 0.15% No change 3,853 $264K
MainStreet Investment Advisors LLC 0.04% New 3,830 $262K
Clearstead Trust, LLC 0.03% No change 3,830 $262K
Argentarii, LLC 0.08% No change 4,000 $262K
Thomasville National Bank 0.01% — 3,797 $260K
TKG Advisors, LLC 0.09% Reduce -1.4% 3,796 $260K
Mayfair Advisory Group, LLC 0.08% Add +0.5% 4,092 $259K
Midwest Financial Partners Investments, Inc. 0.11% No change 3,787 $259K
Financial Guidance Group, Inc. 0.10% No change 3,777 $258K
TRB Wealth Management, LLC 0.03% Add +3.8% 3,762 $257K
HighPoint Advisor Group LLC 0.01% Reduce -4.9% 3,747 $256K
Strathmore Capital Advisors, Inc. 0.07% No change 3,905 $255K
Circle Wealth Management, LLC 0.00% Reduce -12.1% 3,725 $255K
Main Street Financial Solutions, LLC 0.02% Reduce -6.4% 3,712 $254K
Jupiter Wealth Management LLC 0.10% No change 3,700 $253K
Lodestone Wealth Management LLC 0.09% Add +0.4% 3,695 $253K
CENTRAL TRUST Co 0.00% No change 3,664 $251K
Capital Investment Advisory Services, LLC 0.02% Add +50.1% 3,662 $251K
Banque Cantonale Vaudoise 0.01% No change 3,656 $250K
Brightwater Advisory LLC 0.16% No change 3,617 $247K
Burns J W & Co. Inc. 0.03% No change 3,613 $247K
Runnymede Capital Advisors, Inc. 0.15% No change 3,596 $246K
Hohimer Wealth Management, LLC 0.03% No change 3,593 $246K
Boston Family Office LLC 0.01% New 3,580 $245K
Sapient Capital LLC 0.00% No change 3,533 $242K
BridgePort Financial Solutions, LLC 0.06% No change 3,530 $242K
WealthPlan Investment Management, LLC 0.01% No change 3,528 $241K
Coastwise Capital Group, LLC 0.14% New 3,525 $241K
Avity Investment Management Inc. 0.02% New 3,521 $241K
Brandes Investment Partners, LP 0.00% New 3,509 $240K
Peninsula Asset Management Inc. 0.11% New 3,500 $239K
Macroview Investment Management LLC 0.15% New 3,484 $238K
Maia Wealth LLC 0.04% New 3,473 $238K
Ritter Daniher Financial Advisory LLC / DE 0.04% No change 3,470 $237K
United Bank 0.03% New 3,453 $236K
Bill Few Associates, Inc. 0.05% New 3,450 $236K
Silver Oak Securities, Incorporated 0.01% Reduce -17.1% 3,442 $235K
SkyOak Wealth, LLC 0.04% New 3,421 $234K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.08% Add +1.2% 3,601 $234K
Clear Wave Wealth Management LLC 0.05% New 3,407 $233K
Larson Financial Group LLC 0.01% Reduce -4.9% 3,404 $233K
Willow Creek Capital Management, Inc. 0.23% — 3,401 $233K
Stablepoint Partners, LLC 0.03% New 3,396 $232K
Murphy & Mullick Capital Management Corp 0.14% Reduce -12.1% 3,386 $232K
Cordant, Inc. 0.08% No change 3,375 $231K
Principle Wealth Partners LLC 0.01% New 3,372 $231K
Davis R M Inc. 0.00% Reduce -6.9% 3,366 $230K
Tradewinds, LLC. 0.05% New 994 $230K
Unified Investment Management 0.21% New 3,356 $230K
Van Strum & Towne Inc. 0.06% New 3,350 $229K
Grandfield & Dodd, LLC 0.01% New 3,337 $228K
Alvarez & Marsal Private Wealth Partners, LLC 0.03% New 3,336 $228K
Aspire Capital Advisors LLC 0.04% New 3,336 $228K
Wilson & Boucher Capital Management, LLC 0.13% Reduce -10.1% 3,335 $228K
Aviance Capital Partners, LLC 0.02% New 3,322 $227K
First City Capital Management, Inc. 0.11% New 3,315 $227K
PGIM Custom Harvest LLC 0.00% New 3,301 $226K
Center for Financial Planning, Inc. 0.02% Add +0.1% 3,286 $225K
Mascoma Wealth Management LLC 0.04% Add +0.1% 3,280 $224K
Downshift Financial, LLC 0.10% No change 3,278 $224K
Proathlete Wealth Management LLC 0.06% Add +0.5% 3,277 $224K
Park Square Financial Group, LLC 2.02% Add +11.6% 3,273 $224K
DeLarme Wealth Management, Inc. 0.13% New 3,251 $222K
OneAscent Family Office, LLC 0.11% New 3,250 $222K
John G Ullman & Associates Inc. 0.03% New 3,250 $222K
Wingate Wealth Advisors, Inc. 0.10% New 3,243 $222K
Fort Sheridan Advisors LLC 0.02% New 3,237 $221K
Community Trust & Investment Co. 0.01% New 3,205 $219K
Hegarty Advisors, LLC 0.15% Reduce -28.7% 3,200 $219K
SouthState Bank Corp 0.01% Add +0.1% 3,192 $218K
Advisor OS, LLC 0.01% Reduce -53.2% 3,191 $218K
Leavell Investment Management, Inc. 0.01% New 3,189 $218K
Sterling Financial Planning, Inc. 0.06% New 3,184 $218K
Hudock, Inc. 0.03% New 3,150 $216K
Breakwater Investment Management 0.07% Reduce -7.3% 3,148 $215K
KWB Wealth 0.02% New 3,129 $214K
McElhenny Sheffield Capital Management, LLC 0.05% New 3,126 $214K
GC Wealth Management RIA, LLC 0.01% Reduce -21.1% 3,112 $213K
Friedenthal Financial 0.10% Reduce -0.8% 3,107 $213K
Tilson Financial Group, Inc. 0.06% New 3,098 $212K
True North Advisors, LLC 0.02% New 3,086 $211K
North Forty Two & Co. 0.18% New 3,083 $211K
Allspring Global Investments Holdings, LLC 0.00% Add +59.0% 3,166 $210K
Oak Wealth Advisors LLC 0.10% New 3,041 $208K
Cypress Capital Group 0.02% New 3,040 $208K
Spinnaker Trust 0.01% New 3,030 $207K
Lazard Freres Gestion S.A.S. 0.00% New 3,000 $205K
Portside Wealth Group, LLC 0.02% New 2,988 $204K
Strategic Family Wealth Counselors, L.L.C. 0.05% New 2,986 $204K
Twin Peaks Wealth Advisors, LLC 0.05% Add +112.1% 2,980 $204K
Beaumont Financial Advisors, LLC 0.01% New 2,976 $204K
Maloon Powers Pitre Higgins & Dennehy, LLC 0.07% — 888 $203K
Hazlett, Burt & Watson, Inc. 0.05% Reduce -11.0% 2,976 $203K
Gutierrez Wealth Advisory, LLC 0.12% New 2,956 $202K
M3 Advisory Group, LLC 0.10% New 2,953 $202K
Tempo Wealth, LLC 0.03% New 2,937 $201K
Sage Mountain Advisors LLC 0.01% No change 2,901 $198K
Plante Moran Financial Advisors, LLC 0.01% Add +826.4% 2,881 $197K
Thompson Investment Management, Inc. 0.02% No change 2,820 $193K
BTG Pactual Asset Management US LLC 0.01% New 2,775 $190K
Robinswood Financial LLC 0.05% Reduce -0.7% 2,769 $189K
Westfuller Advisors, LLC 0.07% Add +14.8% 2,727 $187K
Cherry Tree Wealth Management, LLC 0.03% No change 2,689 $184K
Topsail Wealth Management, LLC 0.02% No change 2,652 $181K
Hilltop National Bank 0.04% No change 2,640 $181K
TFC Financial Management, Inc. 0.02% New 2,572 $176K
FAS Wealth Partners, Inc. 0.01% Reduce -7.8% 2,528 $173K
BankPlus Trust Department 0.04% New 2,473 $169K
First United Bank & Trust 0.05% No change 2,430 $166K
Winch Advisory Services, LLC 0.03% Reduce -0.9% 2,428 $166K
Oxford Financial Group, LTD. LLC 0.01% No change 2,415 $165K
Fairway Wealth LLC 0.04% Reduce -6.0% 2,374 $162K
PDS Planning, Inc 0.01% New 2,340 $160K
City State Bank 0.04% No change 2,290 $157K
American National Bank & Trust 0.01% No change 2,280 $156K
1620 Investment Advisors, Inc. 0.10% No change 2,270 $155K
Continuum Advisory, LLC 0.01% New 2,246 $154K
Pin Oak Investment Advisors Inc. 0.11% No change 2,183 $149K
EPG Wealth Management LLC 0.04% Add +0.1% 2,175 $149K
Integrity Financial Corp 0.07% New 2,136 $146K
Cape Investment Advisory, Inc. 0.04% New 2,113 $145K
McMillan Office, Inc. 0.02% No change 2,050 $140K
Curat Global, LLC 0.11% No change 2,072 $139K
Operose Advisors LLC 0.03% No change 2,005 $137K
Castleark Management LLC 0.00% No change 2,000 $137K
Creative Financial Designs Inc. 0.01% Add +265.1% 1,928 $132K
Ascentis Independent Advisors 0.35% Reduce -82.3% 1,925 $132K
Caldwell Trust Co 0.01% No change 1,910 $131K
Brown, Lisle/Cummings, Inc. 0.03% No change 1,875 $128K
Stonehage Fleming Financial Services Holdings Ltd 0.00% No change 1,842 $126K
Blueline Advisors LLC 0.09% No change 1,841 $126K
WealthCollab, LLC 0.05% No change 1,840 $126K
Ares Financial Consulting, LLC 0.09% Add +0.5% 1,776 $121K
Rialto Wealth Management, LLC 0.02% No change 1,751 $120K
Coston, McIsaac & Partners 0.02% No change 1,743 $119K
Asset Dedication, LLC 0.01% Add +1.2% 1,732 $119K
GAMMA Investing LLC 0.00% No change 1,689 $116K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -46.0% 1,660 $114K
Winthrop Capital Management, LLC 0.03% Add +0.1% 1,617 $111K
Golden State Wealth Management, LLC 0.01% Add +0.3% 1,616 $111K
Timbuktu Capital Management, LLC 0.16% — 1,600 $109K
Blume Capital Management, Inc. 0.02% No change 1,500 $103K
Mill Capital Management, LLC 0.01% No change 1,500 $103K
Physician Wealth Advisors, Inc. 0.01% Add +2.0% 1,494 $102K
Transamerica Financial Advisors, LLC 0.01% Add +33.1% 1,485 $102K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +23.7% 1,461 $100K
Hanson & Doremus Investment Management 0.01% No change 1,453 $99K
Joseph Group Capital Management 0.02% Reduce -14.3% 1,445 $99K
Cary Street Partners Investment Advisory LLC 0.02% Add +0.8% 1,438 $98K
3Chopt Investment Partners, LLC 0.02% New 1,430 $98K
West Financial Advisors, LLC 0.01% No change 1,418 $97K
Financial Network Wealth Advisors LLC 0.10% Add +13.5% 1,408 $96K
Founders Financial Alliance, LLC 0.01% Add +0.4% 1,363 $93K
Ascentis Wealth Management, LLC 0.02% No change 1,357 $93K
Seneschal Advisors, LLC 0.06% Reduce -3.3% 1,318 $90K
Rosenberg Matthew Hamilton 0.02% Reduce -15.0% 1,290 $88K
LFA - Lugano Financial Advisors SA 0.05% No change 1,261 $86K
Tidemark, LLC 0.02% No change 1,259 $86K
Vanguard Advisers Inc. 0.00% Add +122.7% 1,245 $85K
Southern Michigan Bank & Trust 0.03% No change 1,234 $84K
Axiom Investment Management LLC 0.05% Reduce -20.0% 1,200 $82K
Avalon Trust Co 0.01% No change 1,200 $82K
IMA Advisory Services, Inc. 0.01% New 1,195 $82K
Caldwell Sutter Capital, Inc. 0.03% Reduce -16.1% 1,180 $81K
Raffa Wealth Management, LLC 0.01% No change 1,174 $80K
Glassman Wealth Services 0.01% New 1,158 $79K
MV Capital Management, Inc. 0.01% Add +219.1% 1,152 $79K
TIAA Wealth Investment Management LLC 0.00% Add +55.2% 1,139 $77K
Lowe Brockenbrough & Co. Inc. 0.00% No change 1,120 $77K
Walsh & Associates, LLC 0.06% No change 1,101 $75K
LRI Investments, LLC 0.01% No change 1,070 $73K
Evermay Wealth Management LLC 0.01% No change 1,067 $73K
Angeles Wealth Management, LLC 0.00% Reduce -9.6% 1,061 $73K
Abound Wealth Management 0.01% Add +0.2% 1,059 $72K
NWK Group, Inc. 0.02% No change 1,049 $72K
Wolff Wiese Magana LLC 0.03% Add +27.3% 1,046 $72K
Strategic Wealth Partners, Ltd. 0.00% No change 1,036 $71K
JNBA Financial Advisors 0.01% No change 1,020 $70K
Intesa Sanpaolo Wealth Management 0.01% No change 1,000 $68K
Financial Gravity Companies, Inc. 0.01% — 1,000 $68K
Boreal Capital Management LLC 0.06% No change 980 $67K
Sachetta, LLC 0.03% Add +0.2% 972 $67K
BOK Financial Private Wealth, Inc. 0.00% No change 950 $65K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 937 $64K
Truvestments Capital LLC 0.01% Add +164.4% 899 $62K
Turim 21 Investimentos Ltda. 0.01% No change 890 $61K
Bfsg, LLC 0.01% Reduce -9.7% 884 $60K
Gladwyn Financial Advisors, Inc. 0.04% Add +6.9% 868 $59K
Sankala Group LLC 0.04% No change 884 $58K
Smallwood Wealth Investment Management, LLC 0.02% Reduce -11.3% 832 $57K
Teachers Insurance & Annuity Association of America 0.06% No change 810 $55K
Gen-Wealth Partners Inc 0.02% Add +0.6% 802 $55K
Pacific Center for Financial Services 0.01% No change 789 $54K
Duncker Streett & Co. Inc. 0.01% No change 785 $54K
Evolution Wealth Management Inc. 0.03% No change 768 $53K
Centennial Bank 0.02% No change 765 $52K
Peterson Wealth Services 0.01% No change 745 $51K
St Germain D J Co. Inc. 0.00% No change 732 $50K
Navigoe, LLC 0.03% Add +0.3% 744 $50K
Triumph Capital Management 0.01% Add +2.0% 723 $49K
Marathon Trading Investment Management LLC 0.01% Reduce -94.7% 700 $48K
Quarry LP 0.01% Reduce -55.6% 680 $47K
Pillar Financial Advisors, LLC 0.02% No change 673 $46K
Financial Management Professionals, Inc. 0.00% Add +3776.5% 659 $45K
Financial Perspectives, Inc 0.01% Add +0.1% 653 $45K
Ssa Swiss Advisors AG 0.02% Add +24.8% 649 $44K
SHP Wealth Management 0.00% Add +0.3% 638 $44K
Hickory Point Bank & Trust 0.03% No change 627 $43K
CrossGen Wealth, LLC 0.03% No change 608 $42K
Maseco LLP 0.00% No change 602 $41K
Creative Capital Management Investments LLC 0.01% No change 600 $41K
Manning & Napier Advisors LLC 0.00% Reduce -4.7% 592 $40K
Fairscale Capital, LLC 0.02% No change 590 $40K
Colonial Trust Co / SC 0.00% Reduce -44.9% 570 $39K
Elevated Capital Advisors, LLC 0.01% No change 564 $39K
MidFirst Bank 0.00% No change 553 $38K
Anchor Investment Management, LLC 0.00% No change 550 $38K
Tompkins Financial Corp. 0.00% No change 539 $37K
Richardson Capital Management LLC 0.02% Reduce -15.2% 519 $36K
Front Row Advisors LLC 0.01% No change 540 $35K
Fiduciary Financial Advisors 0.00% New 513 $35K
Gables Capital Management Inc. 0.01% No change 500 $34K
Regatta Research & Money Management 0.03% — 489 $33K
Hilton Head Capital Partners, LLC 0.02% No change 460 $31K
Keating Financial Advisory Services, Inc. 0.00% Reduce -6.1% 448 $31K
Addison Advisors LLC 0.01% Reduce -12.6% 444 $30K
Pension & Wealth Management Advisors, Inc. 0.01% Add +0.5% 436 $30K
CNB Bank 0.01% Reduce -1.2% 427 $29K
Register Financial Advisors LLC 0.01% Add +0.2% 425 $29K
Wilkerson Advisory Group LLC 0.01% Add +0.2% 418 $29K
Comprehensive Financial Planning, Inc. 0.01% Add +0.5% 409 $28K
Reyes Financial Architecture, Inc. 0.02% No change 405 $28K
Osbon Capital Management LLC 0.02% No change 401 $27K
Gilpin Wealth Management, LLC 0.02% No change 400 $27K
RHL Group, LLC 0.02% New 400 $27K
Avion Wealth 0.00% No change 385 $26K
Ameritas Investment Partners, Inc. 0.00% Reduce -11.1% 360 $25K
Templeton & Phillips Capital Management, LLC 0.02% No change 343 $23K
Bogart Wealth, LLC 0.00% Add +0.3% 342 $23K
Adirondack Trust Co. 0.01% No change 340 $23K
Motco 0.00% No change 334 $23K
Provident Wealth Management, LLC 0.01% New 330 $23K
DiNuzzo Private Wealth, Inc. 0.00% No change 326 $22K
Biltmore Family Office, LLC 0.00% Reduce -13.3% 325 $22K
Bangor Savings Bank 0.00% No change 317 $22K
Versant Capital Management, Inc 0.00% No change 315 $22K
Longview Financial Advisors LLC 0.01% Reduce -6.7% 309 $21K
MTM Investment Management, LLC 0.01% Add +0.3% 305 $21K
Mechanics Financial Corp 0.01% No change 305 $21K
Legacy Bridge, LLC 0.01% No change 300 $21K
Alpine Bank Wealth Management 0.00% New 300 $21K
Highline Wealth Partners LLC 0.00% No change 291 $20K
Archer Investment Corp 0.00% Add +76.4% 291 $20K
Heritage Wealth Advisors 0.00% No change 286 $20K
Pflug Koory, LLC 0.01% Add +0.4% 278 $19K
Strategic Investment Solutions, Inc. 0.00% Add +0.7% 272 $19K
MPWM Advisory Solutions, LLC 0.01% Add +18.2% 260 $18K
First Pacific Financial 0.00% New 251 $17K
Howe & Rusling Inc. 0.00% Add +400.0% 250 $17K
Westside Investment Management, Inc. 0.00% No change 245 $17K
Strengthening Families & Communities, LLC 0.00% Add +0.8% 245 $17K
Fairman Group, LLC 0.01% No change 237 $16K
Luminist Capital LLC 0.02% New 236 $16K
Millstone Evans Group, LLC 0.01% No change 231 $16K
Beaird Harris Wealth Management, LLC 0.00% No change 229 $16K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 225 $15K
Meramec Financial Planners, LLC 0.01% Add +0.5% 225 $14K
American Capital Advisory, LLC 0.00% Add +0.5% 187 $13K
Morling Financial Advisors, LLC 0.00% No change 186 $13K
Leo H. Evart, Inc. 0.01% Add +0.6% 183 $13K
Aberdeen Wealth Management LLC 0.01% No change 180 $12K
Delos Wealth Advisors, LLC 0.01% New 179 $12K
Barnes Dennig Private Wealth Management LLC 0.01% No change 179 $12K
Portfolio Resources Advisor Group, Inc. 0.01% New 178 $12K
Markowski Investments 0.00% — 175 $12K
Corsicana & Co. 0.01% No change 175 $12K
IMG Wealth Management, Inc. 0.01% No change 169 $12K
High Note Wealth, LLC 0.00% No change 168 $11K
Godfrey Financial Associates, Inc. 0.01% No change 160 $11K
SIMA Wealth Partners, LLC 0.01% No change 150 $10K
Armor Investment Advisors, LLC 0.00% No change 150 $10K
Caitlin John, LLC 0.01% Add +0.7% 149 $10K
Granite FO LLC 0.01% No change 138 $9K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% No change 128 $9K
DHJJ Financial Advisors, Ltd. 0.00% No change 127 $9K
DecisionPoint Financial, LLC 0.00% No change 130 $9K
ESL Trust Services, LLC 0.00% No change 125 $9K
Cheviot Value Management, LLC 0.00% No change 120 $8K
Catherine Avery Investment Management LLC 0.00% New 119 $8K
Ballast Advisors LLC 0.00% No change 119 $8K
one8zero8, LLC 0.00% No change 119 $8K
Quest 10 Wealth Builders, Inc. 0.01% No change 110 $8K
Horizon Investments, LLC 0.00% Reduce -46.5% 107 $7K
Ameriflex Group, Inc. 0.00% Add +0.9% 106 $7K
Smartleaf Asset Management LLC 0.00% No change 104 $7K
Hoese & Co LLP 0.00% New 102 $7K
DB Fitzpatrick & Co, Inc 0.01% No change 101 $7K
Vima LLC 0.01% — 100 $7K
West Paces Advisors Inc. 0.00% No change 100 $7K
Fortitude Family Office, LLC 0.00% No change 91 $6K
Greykasell Wealth Strategies, Inc. 0.00% No change 90 $6K
Strive Financial Group ,LLC 0.00% No change 89 $6K
Phillips Financial Management, LLC 0.00% No change 82 $6K
PayPay Securities Corp 0.14% Reduce -20.6% 81 $6K
Brooklyn FI, LLC 0.00% New 85 $6K
Daytona Street Capital LLC 0.00% No change 77 $5K
Horrell Capital Management, Inc. 0.00% No change 75 $5K
Activest Wealth Management 0.00% Reduce -59.3% 74 $5K
NFSG Corp 0.00% Add +4.3% 73 $5K
Hollencrest Capital Management 0.00% No change 71 $5K
BankChampaign, National Association 0.00% No change 69 $5K
Ironwood Wealth Management, LLC. 0.00% Reduce -19.2% 59 $4K
McDonald Partners LLC 0.00% New 54 $4K
Stone House Investment Management, LLC 0.00% Reduce -89.6% 52 $4K
Silver Grove Financial Group, Inc. 0.00% New 50 $3K
PlanVest Financial, Inc 0.00% No change 39 $3K
HHM Wealth Advisors, LLC 0.00% No change 37 $3K
Battery Global Advisors, LLC 0.00% No change 34 $2K
Gleason Group, Inc. 0.00% No change 32 $2K
Providence Capital Advisors, LLC 0.00% No change 31 $2K
Compass Financial Management LLC 0.00% — 31 $2K
High Point Wealth Management, LLC 0.00% New 25 $2K
Key Capital Management, INC 0.00% New 25 $2K
Rakuten Securities, Inc. 0.00% New 20 $1K
Nemes Rush Group LLC 0.00% No change 20 $1K
Armstrong Advisory Group, Inc. 0.00% No change 16 $1K
Country Trust Bank 0.00% No change 16 $1K
GoalVest Advisory LLC 0.00% No change 13 $889
Acumen Wealth Advisors, LLC 0.00% New 10 $685
TD Capital Management LLC 0.00% No change 10 $684
Darwin Wealth Management, LLC 0.00% No change 8 $566
Mondrian Investment Partners LTD 0.00% Reduce -33.3% 8 $560
LM Advisors LLC 0.00% Add +1703.3% 6,095 $413
Morse Asset Management, Inc 0.00% No change 2 $137
Tucker Asset Management LLC 0.00% No change 1 $68

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