iShares JP Morgan Usd EmergiEMBETF
13F holders, Q1 2025 (March 31)881holders +15
95new positions
73sold out
5famous investors
$90.52avg. 13F price*
At the end of Q1 2025, 881 institutions reported holding iShares JP Morgan Usd Emergi (EMB) in their 13F filings, up 15 from Q4 2024. 95 opened new positions and 73 sold out. The largest holders were Wells Fargo & Company ($1.6B), Betterment LLC ($722.6M) and Jones Financial Companies LLLP ($699.4M). 5 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares JP Morgan Usd Emergi
- CUSIP
- 464288281
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $263.1M |
| Exits | 73 | $263.8M |
All 13F filers, Q4 2024 → Q1 2025: 19,635,520 shares bought and 14,923,539 shares sold, net +4,711,981 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 881 holders
| Wells Fargo & Company | 0.39% | Add +4.6% | 17,761,937 | $1.6B |
| Betterment LLC | 1.71% | Reduce -11.7% | 7,977,068 | $722.6M |
| Jones Financial Companies LLLP | 0.63% | Reduce -0.6% | 7,737,340 | $699.4M |
| Adventist Health System Sunbelt Healthcare Corp. | 24.79% | Add +25.5% | 6,898,100 | $624.9M |
| JPMorgan Chase & Co. | 0.05% | Add +44.5% | 6,520,797 | $590.7M |
| Envestnet Asset Management Inc. | 0.15% | Add +22.6% | 5,228,602 | $473.7M |
| Bank of America Corp. | 0.03% | Add +54.0% | 3,664,015 | $331.9M |
| Jane Street Group, LLC | 0.60% | Add +148.9% | 3,651,901 | $330.8M |
| Morgan Stanley | 0.02% | Add +25.2% | 3,643,085 | $330.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 1.89% | Add +1.2% | 3,526,014 | $319.4M |
| Goldman Sachs Group Inc. | 0.06% | Add +47.6% | 3,354,219 | $303.9M |
| Royal Bank of Canada | 0.07% | Reduce -30.0% | 3,330,537 | $301.7M |
| BNP Paribas Financial Markets | 0.22% | Add +89.4% | 3,111,230 | $281.8M |
| D. E. Shaw & Co. | 0.33% | Reduce -1.5% | 2,830,500 | $256.4M |
| Manufacturers Life Insurance Company, The | 0.24% | Add +10.8% | 2,824,032 | $255.8M |
| Wealthfront Advisers LLC | 0.58% | Reduce -16.8% | 2,372,507 | $214.9M |
| BlackRock, Inc. | 0.00% | Reduce -24.1% | 2,372,504 | $214.9M |
| LPL Financial LLC | 0.08% | Add +29.3% | 2,246,432 | $203.5M |
| Bessemer Group Inc. | 0.33% | No change | 2,061,297 | $186.7M |
| Assetmark, Inc. | 0.42% | Reduce -5.9% | 1,701,145 | $154.1M |
| Hamilton Capital, LLC | 7.50% | Add +2.8% | 1,368,970 | $124.0M |
| UBS Group AG | 0.03% | Reduce -6.7% | 1,344,879 | $121.8M |
| Bank of New York Mellon Corp | 0.02% | Add +19.7% | 1,315,715 | $119.2M |
| HSBC Holdings PLC | 0.07% | Reduce -53.8% | 1,218,678 | $110.2M |
| Sumitomo Life Insurance Co. | 3.71% | Add +2.0% | 1,143,647 | $103.6M |
| Allspring Global Investments Holdings, LLC | 0.16% | Reduce -7.0% | 1,038,759 | $94.1M |
| Ameriprise Financial Inc. | 0.03% | Add +16.5% | 1,020,707 | $92.5M |
| Man Group plc | 0.28% | New | 999,652 | $90.6M |
| Citigroup Inc. | 0.06% | Add +10.2% | 804,402 | $72.9M |
| 1832 Asset Management L.P. | 0.14% | Reduce -11.7% | 791,927 | $71.7M |
| SigFig Wealth Management, LLC | 2.37% | Add +2.8% | 726,829 | $65.6M |
| Varma Mutual Pension Insurance Co | 0.55% | Add +133.3% | 700,000 | $63.4M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -6.2% | 628,155 | $56.9M |
| Deutsche Bank AG | 0.02% | Reduce -2.1% | 609,452 | $55.2M |
| State of Wisconsin Investment Board | 0.14% | No change | 580,000 | $52.5M |
| Cetera Investment Advisers | 0.10% | Add +23.5% | 572,139 | $51.8M |
| Cwm, LLC | 0.20% | Reduce -2.4% | 554,736 | $50.3M |
| Prudential Financial Inc. | 0.07% | Reduce -32.9% | 514,520 | $46.5M |
| Meeder Asset Management Inc. | 3.04% | New | 496,559 | $45.0M |
| Envestnet Portfolio Solutions, Inc. | 0.17% | Add +4.2% | 484,249 | $43.9M |
| Neuberger Berman Group LLC | 0.03% | Add +89.6% | 445,395 | $40.3M |
| Tiaa Trust, National Association | 0.12% | Reduce -1.0% | 433,673 | $39.3M |
| Savant Capital, LLC | 0.32% | Add +4.5% | 416,087 | $37.7M |
| Victory Capital Management Inc. | 0.04% | Add +45.8% | 412,829 | $37.4M |
| HighTower Advisors, LLC | 0.04% | Add +19.2% | 365,815 | $33.1M |
| Nomura Asset Management Co. Ltd. | 0.10% | Add +535.5% | 364,560 | $33.0M |
| OneDigital Investment Advisors LLC | 0.38% | Add +1.2% | 354,381 | $32.1M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 2.28% | No change | 340,000 | $30.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.10% | Add +7.3% | 328,175 | $29.7M |
| Susquehanna International Group, LLP | 0.05% | Add +13.4% | 316,023 | $28.6M |
| Country Trust Bank | 0.72% | Add +2.4% | 315,362 | $28.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -78.3% | 315,101 | $28.5M |
| SIH Partners, LLLP | 2.47% | Reduce -80.4% | 310,311 | $28.1M |
| Janus Henderson Group PLC | 0.02% | Reduce -46.2% | 309,723 | $28.0M |
| Allianz Asset Management GmbH | 0.04% | Reduce -21.6% | 300,989 | $27.3M |
| MML Investors Services, LLC | 0.09% | Add +10.2% | 295,599 | $26.8M |
| Sei Investments Co. | 0.03% | Reduce -3.6% | 290,929 | $26.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Reduce -5.7% | 280,700 | $25.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +14.4% | 270,916 | $24.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.25% | Add +0.4% | 269,674 | $24.4M |
| Park Avenue Securities LLC | 0.30% | Add +34.6% | 266,829 | $24.2M |
| Janney Montgomery Scott LLC | 0.07% | Add +38.6% | 266,782 | $24.2M |
| Retirement Investment Advisors, Inc. | 2.36% | Add +6.2% | 257,527 | $23.3M |
| Checchi Capital Advisers, LLC | 1.61% | Add +17.0% | 251,058 | $22.7M |
| SageView Advisory Group, LLC | 0.95% | Add +8.9% | 244,800 | $22.2M |
| Millennium Management | 0.02% | Add +3001.5% | 240,643 | $21.8M |
| Washington Trust Bank | 2.15% | Add +7.4% | 236,850 | $21.5M |
| Stairway Partners, LLC | 1.29% | Add +1.0% | 231,323 | $21.0M |
| Asset Management One Co., Ltd. | 0.07% | Reduce -5.9% | 229,018 | $20.7M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -0.2% | 225,973 | $20.4M |
| Invst, LLC | 2.74% | Add +6.0% | 221,425 | $20.1M |
| Equitable Holdings, Inc. | 0.19% | Add +6.6% | 216,519 | $19.6M |
| Centiva Capital, LP | 1.04% | New | 200,000 | $18.1M |
| Stifel Financial Corp. | 0.02% | Add +5.8% | 199,712 | $18.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.18% | Reduce -3.1% | 198,722 | $18.0M |
| BLB&B Advisors, LLC | 0.91% | Add +12.4% | 196,294 | $17.8M |
| Towercrest Capital Management | 3.36% | Reduce -8.4% | 195,426 | $17.7M |
| Greystone Financial Group, LLC | 3.18% | Reduce -18.7% | 193,411 | $17.5M |
| NewEdge Advisors, LLC | 0.10% | Add +12.3% | 192,894 | $17.5M |
| Potomac Fund Management Inc. | 7.59% | New | 190,658 | $17.3M |
| Baker Avenue Asset Management, LP | 0.54% | Reduce -10.8% | 190,514 | $17.3M |
| Flow Traders U.S. LLC | 0.72% | Reduce -61.4% | 189,579 | $17.2M |
| Great Valley Advisor Group, Inc. | 0.37% | Add +0.3% | 188,895 | $17.1M |
| Pure Financial Advisors, LLC | 0.36% | Add +7.4% | 188,173 | $17.0M |
| Pacific Life Fund Advisors LLC | 1.84% | New | 180,807 | $16.4M |
| United Capital Financial Advisors, LLC | 0.14% | Add +37.5% | 178,541 | $16.2M |
| Tidal Investments LLC | 0.13% | Add +1517.2% | 167,269 | $15.2M |
| Cannon Financial Strategists, Inc. | 2.52% | Add +2.9% | 162,210 | $14.7M |
| Financial Advisors Network, Inc. | 2.38% | Add +12.4% | 158,686 | $14.4M |
| Sagespring Wealth Partners, LLC | 0.36% | Add +3.5% | 158,326 | $14.3M |
| Dynasty Wealth Management, LLC | 0.23% | Add +5.1% | 155,450 | $14.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | No change | 155,150 | $14.1M |
| Strategic Investment Advisors / MI | 1.49% | Add +1.9% | 154,861 | $14.0M |
| Spire Wealth Management | 0.43% | Add +0.7% | 146,887 | $13.3M |
| Capital Insight Partners, LLC | 2.29% | Add +0.0% | 144,625 | $13.1M |
| Avantax Advisory Services, Inc. | 0.08% | Add +12.5% | 140,539 | $12.7M |
| Alliancebernstein L.P. | 0.00% | Add +9.8% | 139,242 | $12.6M |
| Idaho Trust Co | 5.14% | Add +26.4% | 139,080 | $12.6M |
| Howard Capital Management, LLC | 0.32% | No change | 139,031 | $12.6M |
| Truist Financial Corp. | 0.02% | Add +19.4% | 138,500 | $12.5M |
| Mariner, LLC | 0.02% | Reduce -8.0% | 136,590 | $12.4M |
| TD Asset Management Inc | 0.01% | Reduce -13.1% | 135,500 | $12.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -38.5% | 129,513 | $11.7M |
| Sanctuary Advisors, LLC | 0.08% | Add +5.6% | 129,514 | $11.7M |
| 1 North Wealth Services LLC | 5.42% | Add +8.1% | 129,179 | $11.7M |
| Citizens & Northern Corp. | 3.26% | Reduce -0.7% | 127,591 | $11.6M |
| Invesco Ltd. | 0.00% | Reduce -39.4% | 126,000 | $11.4M |
| &partners | 0.12% | Reduce -9.7% | 123,649 | $11.2M |
| Vontobel Holding Ltd. | 0.04% | Reduce -0.8% | 121,573 | $11.0M |
| Apella Capital, LLC | 0.37% | Add +28.2% | 121,905 | $10.8M |
| CI Investments Inc. | 0.05% | Reduce -0.6% | 118,533 | $10.7M |
| Alliance Wealth Management Group | 2.86% | Add +3.7% | 117,157 | $10.6M |
| First Command Advisory Services, Inc. | 0.10% | Add +15.7% | 112,186 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +12.8% | 111,288 | $10.1M |
| Commerce Bank | 0.06% | Add +4.6% | 111,236 | $10.1M |
| Toronto Dominion Bank | 0.03% | New | 110,375 | $10.0M |
| WESPAC Advisors SoCal, LLC | 2.58% | New | 109,237 | $9.9M |
| NorthCoast Asset Management LLC | 0.05% | Add +52.1% | 106,586 | $9.7M |
| Syon Capital LLC | 0.78% | Add +1.2% | 106,191 | $9.6M |
| CreativeOne Wealth, LLC | 0.29% | Reduce -1.5% | 105,982 | $9.6M |
| Full Sail Capital, LLC | 0.62% | Reduce -0.4% | 105,823 | $9.6M |
| Trek Financial, LLC | 0.69% | Reduce -44.7% | 105,007 | $9.5M |
| Ellevest, Inc. | 0.63% | Reduce -1.6% | 103,915 | $9.4M |
| Financial Advocates Investment Management | 0.64% | Add +224.6% | 154,165 | $9.1M |
| Estate Counselors, LLC | 0.94% | Add +12.9% | 100,288 | $9.1M |
| Occidental Asset Management, LLC | 1.36% | Reduce -2.0% | 99,597 | $9.0M |
| J.Safra Asset Management Corp | 0.73% | Add +5.1% | 98,471 | $8.9M |
| Mackenzie Financial Corp. | 0.01% | Reduce -7.7% | 98,440 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.4% | 97,181 | $8.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -5.7% | 95,502 | $8.7M |
| Ascent Group, LLC | 0.37% | Add +74.3% | 94,846 | $8.6M |
| Privium Fund Management (UK) Ltd | 6.54% | Reduce -3.1% | 93,660 | $8.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 93,101 | $8.4M |
| Omega Financial Group, LLC | 3.19% | Add +3.7% | 91,764 | $8.3M |
| Busey Bank | 0.28% | Reduce -4.7% | 91,253 | $8.3M |
| Probity Advisors, Inc. | 1.57% | Reduce -1.9% | 90,418 | $8.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -2.9% | 87,623 | $7.9M |
| Dai-ichi Life Holdings, Inc. | 8.85% | Reduce -19.4% | 87,321 | $7.9M |
| Rinkey Investments | 2.46% | Reduce -3.1% | 85,754 | $7.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -24.1% | 84,795 | $7.7M |
| Parr McKnight Wealth Management Group, LLC | 1.07% | Reduce -5.5% | 82,023 | $7.4M |
| Advocacy Wealth Management, LLC | 0.50% | Add +6.8% | 81,312 | $7.4M |
| Edgestream Partners, L.P. | 0.25% | New | 81,200 | $7.4M |
| Berger Financial Group, Inc | 0.51% | Add +18.4% | 81,172 | $7.4M |
| Vestmark Advisory Solutions, Inc. | 0.19% | Add +15.6% | 80,088 | $7.3M |
| Cerity Partners LLC | 0.01% | Add +0.4% | 77,495 | $7.0M |
| Jefferies Financial Group Inc. | 0.12% | Reduce -84.3% | 75,179 | $6.8M |
| Custos Family Office, LLC | 2.34% | Add +1.7% | 72,890 | $6.6M |
| Genus Capital Management Inc. | 0.94% | — | 71,920 | $6.5M |
| National Bank of Canada | 0.01% | Add +7.5% | 71,682 | $6.5M |
| Peak Financial Advisors LLC | 3.28% | Add +2.4% | 71,188 | $6.4M |
| Ashton Thomas Private Wealth, LLC | 0.25% | Add +9.9% | 71,122 | $6.4M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -21.0% | 67,714 | $6.1M |
| FMR LLC | 0.00% | Add +65.0% | 67,092 | $6.1M |
| Rovin Capital /Ut/ | 1.93% | Add +177.8% | 66,346 | $6.0M |
| Monument Capital Management | 1.83% | Add +0.4% | 65,842 | $6.0M |
| JB Capital LLC | 0.33% | Add +47.3% | 65,313 | $5.9M |
| Integrated Wealth Concepts LLC | 0.07% | Add +63.4% | 65,314 | $5.9M |
| Townsquare Capital LLC | 0.06% | Reduce -12.8% | 65,138 | $5.9M |
| US Bancorp \de | 0.01% | Add +38.0% | 65,133 | $5.9M |
| Foster & Motley Inc. | 0.37% | Add +5.9% | 64,822 | $5.9M |
| Factor Wealth Management LTD | 1.80% | Add +8.1% | 64,770 | $5.9M |
| Plan Group Financial, LLC | 2.08% | Add +11.6% | 64,361 | $5.8M |
| Jmac Enterprises LLC | 1.38% | Add +6.7% | 64,172 | $5.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -40.2% | 63,410 | $5.7M |
| Fairview Capital Investment Management, LLC | 0.30% | Add +2.3% | 61,435 | $5.6M |
| Horizon Investments, LLC | 0.16% | Add +7.1% | 61,483 | $5.5M |
| Scotia Capital Inc. | 0.03% | Reduce -10.9% | 60,361 | $5.5M |
| Banco Santander, S.A. | 0.06% | Add +12.0% | 59,539 | $5.4M |
| CFS Investment Advisory Services, LLC | 0.46% | Add +23.2% | 57,434 | $5.2M |
| Founders Financial Securities LLC | 0.44% | Reduce -0.3% | 57,215 | $5.2M |
| Horst & Graben Wealth Management LLC | 0.93% | Add +18.0% | 56,951 | $5.2M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -27.2% | 56,785 | $5.1M |
| Financial Alternatives, Inc | 3.64% | Reduce -3.4% | 56,390 | $5.1M |
| Comerica Bank | 0.02% | Reduce -22.7% | 55,140 | $5.0M |
| Citizens Financial Group Inc. | 0.10% | Reduce -3.9% | 54,579 | $4.9M |
| SteelPeak Wealth, LLC | 0.21% | Add +29.1% | 53,346 | $4.8M |
| Alternative Investment Advisors, LLC. | 2.53% | Add +1.8% | 52,915 | $4.8M |
| Heritage Family Offices, LLP | 2.45% | Add +2.4% | 52,786 | $4.8M |
| Logan Stone Capital, LLC | 2.23% | Add +30.2% | 52,760 | $4.8M |
| Principal Securities, Inc. | 0.11% | Add +0.0% | 53,563 | $4.8M |
| BlueSky Wealth Advisors, LLC | 0.74% | Reduce -0.4% | 52,394 | $4.7M |
| Paragon Advisors, LLC | 1.79% | Reduce -7.3% | 52,194 | $4.7M |
| Guggenheim Capital LLC | 0.04% | Reduce -5.0% | 51,648 | $4.7M |
| Caisse de depot et placement du Quebec | 0.01% | No change | 51,584 | $4.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +14.7% | 51,509 | $4.7M |
| Crabel Capital Management, LLC | 4.95% | Add +69.3% | 50,628 | $4.6M |
| Sharkey, Howes & Javer | 0.64% | Add +53.2% | 49,331 | $4.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.1% | 48,952 | $4.4M |
| Russell Investments Group, Ltd. | 0.01% | No change | 48,948 | $4.4M |
| Sierra Ocean, LLC | 3.49% | Add +5.7% | 48,884 | $4.4M |
| AE Wealth Management LLC | 0.04% | Reduce -3.1% | 48,732 | $4.4M |
| Nvwm, LLC | 1.15% | Add +11.0% | 47,866 | $4.3M |
| Integrity Alliance, Llc. | 0.17% | Add +119.1% | 46,238 | $4.2M |
| GAMMA Investing LLC | 0.31% | Add +37.6% | 46,088 | $4.2M |
| Eq LLC | 1.93% | Add +185.6% | 45,524 | $4.1M |
| Inscription Capital, LLC | 0.68% | — | 45,693 | $4.1M |
| CW Advisors, LLC | 0.05% | Add +1.6% | 44,599 | $4.0M |
| Atria Investments, Inc | 0.05% | Add +39.3% | 44,467 | $4.0M |
| Trivium Point Advisory, LLC | 0.49% | Reduce -0.8% | 43,668 | $4.0M |
| Impact Partnership Wealth, LLC | 0.84% | Add +24.0% | 43,629 | $4.0M |
| Lake Street Private Wealth, LLC | 0.65% | Add +5.3% | 43,469 | $3.9M |
| Focus Partners Wealth | 0.01% | Reduce -2.3% | 42,943 | $3.9M |
| Union Bancaire Privee, UBP SA | 0.08% | Reduce -40.9% | 42,900 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Add +84.8% | 42,702 | $3.9M |
| Parallel Advisors, LLC | 0.09% | Reduce -3.5% | 41,902 | $3.8M |
| Wharton Business Group, LLC | 0.17% | Add +0.2% | 42,170 | $3.8M |
| iA Global Asset Management Inc. | 0.06% | Add +0.1% | 41,254 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +11.8% | 41,215 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.6% | 40,806 | $3.7M |
| Citadel Advisors | 0.00% | New | 40,743 | $3.7M |
| Kelly Financial Services LLC | 1.26% | Add +4.3% | 40,096 | $3.6M |
| Modera Wealth Management, LLC | 0.05% | Add +1.6% | 39,190 | $3.6M |
| Shepherd Financial Partners LLC | 0.42% | New | 39,170 | $3.5M |
| Clear Creek Financial Management, LLC | 0.36% | Add +9.9% | 38,732 | $3.5M |
| Integrated Advisors Network LLC | 0.18% | Add +0.5% | 38,613 | $3.5M |
| Private Wealth Advisors, LLC | 1.47% | Add +1.9% | 38,565 | $3.5M |
| JT Stratford LLC | 0.62% | Add +1.5% | 38,442 | $3.5M |
| High Falls Advisors, Inc | 0.81% | Add +36.6% | 38,149 | $3.5M |
| Wrapmanager Inc. | 0.91% | Add +10.7% | 38,060 | $3.4M |
| Regions Financial Corp. | 0.03% | Add +1.8% | 37,879 | $3.4M |
| Tudor Investment Corporation | 0.03% | Add +177.3% | 37,770 | $3.4M |
| Van Hulzen Asset Management, LLC | 0.31% | Add +7.8% | 37,369 | $3.4M |
| Verdence Capital Advisors LLC | 0.26% | Add +12.0% | 37,249 | $3.4M |
| Insight Wealth Partners, LLC | 2.00% | Add +1.1% | 36,780 | $3.3M |
| IFP Advisors, Inc | 0.10% | Add +3.7% | 36,530 | $3.3M |
| DRW Securities, LLC | 0.28% | Reduce -88.3% | 36,025 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | No change | 35,554 | $3.3M |
| Farther Finance Advisors, LLC | 0.08% | Add +52.3% | 35,657 | $3.2M |
| GenTrust, LLC | 0.15% | Add +3.2% | 35,597 | $3.2M |
| My Legacy Advisors, LLC | 1.24% | Add +9.3% | 35,370 | $3.2M |
| LifePlan Investment Advisors, Inc. | 1.83% | Add +6.6% | 35,205 | $3.2M |
| Austin Private Wealth, LLC | 0.28% | Add +61.8% | 34,976 | $3.2M |
| Hancock Whitney Corp. | 0.10% | Reduce -4.0% | 34,650 | $3.1M |
| Old Mission Capital LLC | 0.06% | Reduce -93.3% | 34,642 | $3.1M |
| Insight Wealth Strategies, LLC | 0.42% | Reduce -1.9% | 34,615 | $3.1M |
| Principal Financial Group Inc. | 0.00% | Add +15.9% | 34,445 | $3.1M |
| RFG Advisory, LLC | 0.08% | Reduce -8.3% | 34,408 | $3.1M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +49.4% | 33,959 | $3.1M |
| Transamerica Financial Advisors, LLC | 0.31% | Reduce -5.7% | 33,684 | $3.1M |
| Keybank National Association | 0.01% | Reduce -1.6% | 33,422 | $3.0M |
| Franklin Resources Inc. | 0.00% | Add +2.6% | 33,245 | $3.0M |
| Strategic Blueprint, LLC | 0.16% | Add +9.6% | 33,211 | $3.0M |
| Stokes Family Office, LLC | 0.33% | Add +32.0% | 32,890 | $3.0M |
| Summit Financial, LLC | 0.08% | Add +143.0% | 32,109 | $2.9M |
| Scarborough Advisors, LLC | 0.41% | Add +4.3% | 32,078 | $2.9M |
| Corient Private Wealth LP | 0.00% | Reduce -25.2% | 31,483 | $2.9M |
| Colton Groome Financial Advisors, LLC | 1.11% | Reduce -2.2% | 31,684 | $2.9M |
| Merit Financial Group, LLC | 0.04% | Add +27.6% | 31,427 | $2.8M |
| CENTRAL TRUST Co | 0.07% | Add +22.4% | 31,042 | $2.8M |
| Q3 Asset Management | 1.84% | New | 29,760 | $2.7M |
| Nations Financial Group Inc, /Ia/ | 0.20% | Reduce -3.1% | 28,968 | $2.6M |
| Gallagher Fiduciary Advisors, LLC | 0.09% | New | 28,593 | $2.6M |
| Mount Lucas Management LP | 1.21% | Reduce -1.7% | 28,364 | $2.6M |
| Nwam LLC | 0.22% | Reduce -56.1% | 28,182 | $2.6M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -41.3% | 28,052 | $2.5M |
| Verus Wealth Management, LLC | 2.77% | Add +8.0% | 27,925 | $2.5M |
| TSA Wealth Managment LLC | 0.98% | Add +26.3% | 27,071 | $2.5M |
| Triad Wealth Partners, LLC | 0.76% | Add +29.1% | 27,017 | $2.4M |
| Modern Wealth Management, LLC | 0.08% | Add +43.1% | 26,924 | $2.4M |
| Islay Capital Management, LLC | 1.65% | Reduce -39.5% | 26,815 | $2.4M |
| Cardinal Strategic Wealth Guidance | 0.77% | Add +33.1% | 26,735 | $2.4M |
| Alliance Wealth Advisors, LLC | 0.63% | Reduce -16.0% | 26,675 | $2.4M |
| Central Bank & Trust Co. | 0.40% | Reduce -2.8% | 26,674 | $2.4M |
| Sharper & Granite LLC | 0.97% | Add +7.3% | 25,957 | $2.4M |
| Stone House Investment Management, LLC | 0.46% | Add +46.4% | 25,048 | $2.3M |
| Florin Court Capital LLP | 2.34% | Reduce -32.9% | 24,900 | $2.3M |
| Rwa Wealth Partners, LLC | 0.03% | Add +0.6% | 24,890 | $2.3M |
| Blue Trust, Inc. | 0.03% | Add +35.3% | 24,648 | $2.2M |
| Dynamic Wealth Strategies, LLC | 1.85% | Add +1.0% | 24,555 | $2.2M |
| Avalon Capital Management | 0.64% | No change | 24,242 | $2.2M |
| Ally Invest Advisors Inc. | 0.18% | Add +4.9% | 23,782 | $2.2M |
| Martel Wealth Advisors LLC | 0.42% | Add +3.6% | 23,381 | $2.1M |
| Beacon Financial Group | 0.23% | Add +13.5% | 23,216 | $2.1M |
| Prudential PLC | 0.01% | No change | 23,210 | $2.1M |
| FFG Retirement Advisors LLC | 1.43% | Add +14.6% | 23,195 | $2.1M |
| One Wealth Advisors, LLC | 0.31% | Add +40.6% | 22,941 | $2.1M |
| Farrell Financial LLC | 1.50% | Add +5.0% | 22,787 | $2.1M |
| RiverFront Investment Group, LLC | 0.05% | Add +349.1% | 22,729 | $2.1M |
| Brookstone Capital Management | 0.03% | Add +20.6% | 22,705 | $2.1M |
| CoreCap Advisors, LLC | 0.09% | Reduce -38.4% | 22,670 | $2.1M |
| Plan A Wealth LLC | 1.56% | Reduce -16.0% | 22,269 | $2.0M |
| Randall & Associates Wealth Management | 1.66% | Add +4.3% | 22,233 | $2.0M |
| Evergreen Capital Management LLC | 0.07% | No change | 22,168 | $2.0M |
| Guidance Capital, Inc. | 0.61% | Add +2.1% | 22,410 | $2.0M |
| Stevens Capital Management LP | 0.50% | New | 22,051 | $2.0M |
| MIdWestOne Financial Group, Inc. | 0.28% | Add +0.5% | 22,047 | $2.0M |
| Icon Wealth Advisors, LLC | 0.16% | Add +46.3% | 21,959 | $2.0M |
| Regal Investment Advisors LLC | 0.16% | Add +10.6% | 21,893 | $2.0M |
| Saxony Capital Management, LLC | 1.71% | Add +31.7% | 21,462 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +18.8% | 21,366 | $1.9M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Reduce -58.6% | 20,813 | $1.9M |
| World Investment Advisors | 0.05% | Reduce -2.1% | 20,448 | $1.9M |
| ONE Advisory Partners, LLC | 0.79% | Add +3.7% | 20,374 | $1.8M |
| Braun-Bostich & Associates Inc. | 1.35% | Add +1.1% | 20,209 | $1.8M |
| Trajan Wealth LLC | 0.10% | Reduce -2.2% | 20,194 | $1.8M |
| Garden State Investment Advisory Services LLC | 0.58% | Add +30.0% | 20,057 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +6.3% | 19,931 | $1.8M |
| Private Advisory Group LLC | 0.20% | Reduce -3.3% | 19,773 | $1.8M |
| Crossmark Global Holdings, Inc. | 0.03% | Add +23.7% | 19,545 | $1.8M |
| Haven Private, LLC | 0.99% | New | 19,372 | $1.8M |
| Barclays PLC | 0.00% | Reduce -39.6% | 19,361 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +53.4% | 19,058 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +53.4% | 19,058 | $1.7M |
| LexAurum Advisors, LLC | 0.33% | Add +11.9% | 18,695 | $1.7M |
| Simplicity Wealth,LLC | 0.13% | Add +93.4% | 18,369 | $1.7M |
| Wolf Group Capital Advisors | 0.56% | Add +67.3% | 18,288 | $1.7M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -0.4% | 18,254 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -5.1% | 18,241 | $1.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +4.7% | 18,200 | $1.6M |
| AdvisorNet Financial, Inc | 0.12% | Add +18.6% | 18,099 | $1.6M |
| Ariadne Wealth Management, LP | 0.85% | Reduce -0.3% | 18,256 | $1.6M |
| Stephenson & Company, Inc. | 1.05% | Add +0.3% | 17,900 | $1.6M |
| Moors & Cabot, Inc. | 0.08% | Reduce -14.9% | 17,899 | $1.6M |
| Sincerus Advisory, LLC | 1.69% | Add +1.0% | 17,708 | $1.6M |
| Csenge Advisory Group | 0.09% | Add +0.2% | 18,046 | $1.6M |
| McNaughton Wealth Management, LLC | 0.77% | New | 17,448 | $1.6M |
| Hilltop Holdings Inc. | 0.10% | Reduce -17.7% | 17,444 | $1.6M |
| Keel Point, LLC | 0.12% | New | 17,289 | $1.6M |
| Shore Point Advisors, LLC | 0.82% | Reduce -0.2% | 17,104 | $1.5M |
| Choreo, LLC | 0.02% | Reduce -5.5% | 17,069 | $1.5M |
| Cornerstone Wealth Group, LLC | 0.13% | Add +2.0% | 17,035 | $1.5M |
| Ssa Swiss Advisors AG | 0.79% | — | 17,012 | $1.5M |
| Evolution Wealth Advisors, LLC | 0.25% | Reduce -0.2% | 16,706 | $1.5M |
| Vicus Capital | 0.14% | Reduce -16.4% | 16,672 | $1.5M |
| Two Sigma Securities, LLC | 0.23% | New | 16,653 | $1.5M |
| Engineers Gate Manager LP | 0.03% | New | 16,628 | $1.5M |
| Unison Advisors LLC | 0.19% | Add +1.4% | 16,403 | $1.5M |
| Savvy Advisors, Inc. | 0.15% | Add +138.8% | 16,201 | $1.5M |
| SWP Financial LLC | 0.89% | Add +35.4% | 16,160 | $1.5M |
| American Financial Advisors, LLC | 0.21% | Reduce -0.1% | 16,127 | $1.5M |
| Barden Capital Management, Inc. | 1.28% | Add +2.8% | 15,845 | $1.4M |
| Nilsine Partners, LLC | 0.16% | Reduce -1.5% | 15,828 | $1.4M |
| Shared Vision Wealth Group LLC | 0.78% | Add +23.8% | 15,726 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Add +17.7% | 15,650 | $1.4M |
| VestGen Investment Management | 1.05% | Reduce -11.9% | 15,438 | $1.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.03% | Reduce -3.9% | 15,193 | $1.4M |
| Mma Asset Management LLC | 0.58% | Add +8.0% | 15,177 | $1.4M |
| Venturi Wealth Management, LLC | 0.07% | Reduce -97.3% | 15,128 | $1.4M |
| Spectrum Wealth Counsel, LLC | 0.16% | Reduce -2.2% | 15,033 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -3.0% | 14,920 | $1.4M |
| PAX Financial Group, LLC | 0.24% | Reduce -3.1% | 14,849 | $1.3M |
| Bay Harbor Wealth Management, LLC | 0.42% | Add +3.1% | 14,820 | $1.3M |
| Future Financial Wealth Managment LLC | 0.98% | Add +3.6% | 14,797 | $1.3M |
| US Financial Advisors, LLC | 0.40% | Add +0.9% | 14,769 | $1.3M |
| Prosperity Consulting Group, LLC | 0.10% | Reduce -2.3% | 14,753 | $1.3M |
| Arrow Investment Advisors, LLC | 1.41% | No change | 14,695 | $1.3M |
| Advus Financial Partners, LLC | 0.37% | Add +8.0% | 14,496 | $1.3M |
| Matisse Capital | 0.68% | Reduce -0.0% | 14,300 | $1.3M |
| Sowell Financial Services LLC | 0.06% | Add +4.4% | 14,271 | $1.3M |
| Strategic Financial Partners, Ltd. | 0.68% | Add +180.6% | 14,235 | $1.3M |
| J2 Capital Management Inc | 1.18% | Add +26.7% | 14,221 | $1.3M |
| Pettinga Financial Advisors LLC | 0.30% | Reduce -13.5% | 14,217 | $1.3M |
| Hexagon Capital Partners LLC | 0.24% | Add +1.9% | 14,039 | $1.3M |
| Synergy Investment Management, LLC | 0.53% | Add +6.0% | 14,016 | $1.3M |
| True Vision MN LLC | 0.76% | Add +35.9% | 14,015 | $1.3M |
| Ascentis Independent Advisors | 0.24% | Reduce -15.7% | 13,661 | $1.2M |
| HRT Financial LP | 0.01% | New | 13,513 | $1.2M |
| Diversified Enterprises, LLC | 0.10% | Add +14.6% | 13,359 | $1.2M |
| Ocean Park Asset Management, LLC | 0.04% | Add +64.6% | 13,352 | $1.2M |
| Exchange Traded Concepts, LLC | 0.02% | Add +64.6% | 13,352 | $1.2M |
| WealthShield Partners, LLC | 0.15% | Add +26.6% | 13,259 | $1.2M |
| Cypress Wealth Services, LLC | 0.24% | Add +13.6% | 13,158 | $1.2M |
| Mather Group, Llc. | 0.01% | Reduce -7.7% | 13,144 | $1.2M |
| Keystone Financial Services | 0.45% | Add +46.5% | 13,121 | $1.2M |
| Independent Financial Group, LLC | 0.04% | Add +54.3% | 13,088 | $1.2M |
| Creative Planning | 0.00% | Add +25.4% | 12,950 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Add +40.2% | 12,790 | $1.2M |
| Aletheian Wealth Advisors LLC | 0.65% | Add +6.1% | 12,723 | $1.2M |
| North Forty Two & Co. | 1.27% | Reduce -0.9% | 12,705 | $1.2M |
| Crewe Advisors LLC | 0.16% | Add +8.7% | 12,644 | $1.1M |
| Gries Financial LLC | 0.22% | Reduce -0.5% | 12,566 | $1.1M |
| Goldstone Financial Group, LLC | 0.17% | Reduce -11.6% | 12,484 | $1.1M |
| Croban | 1.04% | Add +8.6% | 12,481 | $1.1M |
| Daiichi Life Insurance Co., Ltd. | 0.03% | Add +216.3% | 12,358 | $1.1M |
| Northern Trust Corp. | 0.00% | Add +21.3% | 12,353 | $1.1M |
| Innealta Capital, LLC | 0.60% | Reduce -8.4% | 12,144 | $1.1M |
| Redhawk Wealth Advisors, Inc. | 0.15% | Reduce -1.8% | 12,031 | $1.1M |
| Gateway Wealth Partners, LLC | 0.24% | Add +49.8% | 12,029 | $1.1M |
| Endeavor Private Wealth, Inc. | 0.58% | Add +268.0% | 11,874 | $1.1M |
| OneAscent Family Office, LLC | 1.00% | Reduce -3.5% | 11,809 | $1.1M |
| LFA - Lugano Financial Advisors SA | 0.72% | Reduce -5.6% | 11,768 | $1.1M |
| Blackhawk Capital Partners, LLC | 0.55% | New | 11,763 | $1.1M |
| 5T Wealth, LLC | 0.60% | Reduce -0.8% | 11,701 | $1.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -3.9% | 11,593 | $1.1M |
| Legacy Financial Group LLC | 0.16% | Add +39.9% | 11,539 | $1.0M |
| Spectrum Planning & Advisory Services Inc. | 0.87% | Add +98.1% | 11,522 | $1.0M |
| Geneos Wealth Management Inc. | 0.03% | Add +12.7% | 11,433 | $1.0M |
| BKM Wealth Management, LLC | 0.42% | Add +2.3% | 11,285 | $1.0M |
| Quadrant Private Wealth Management, LLC | 0.25% | Add +16.3% | 11,230 | $1.0M |
| Journey Strategic Wealth LLC | 0.04% | Add +2.9% | 11,199 | $1.0M |
| Tsfg, LLC | 0.21% | Add +45.3% | 11,130 | $1.0M |
| Prudent Investors Network, Inc. | 0.29% | Reduce -28.9% | 11,107 | $1.0M |
| Klaas Financial Asset Advisors, LLC | 0.17% | Add +7.1% | 10,932 | $990K |
| GeoWealth Management, LLC | 0.04% | Add +0.1% | 10,889 | $986K |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +57.5% | 10,817 | $980K |
| Intellectus Partners, LLC | 0.24% | Reduce -7.1% | 10,778 | $976K |
| Prelude Capital Management, LLC | 0.10% | New | 10,581 | $959K |
| OxenFree Capital LLC | 0.72% | Add +12.2% | 10,809 | $949K |
| Continuum Advisory, LLC | 0.12% | Add +4.0% | 10,445 | $946K |
| AlTi Global, Inc. | 0.02% | Add +100.0% | 10,444 | $946K |
| Defined Wealth Management, LLC | 0.63% | Add +24.1% | 10,417 | $944K |
| Titan Global Capital Management USA LLC | 0.19% | Add +17.4% | 10,412 | $943K |
| WCG Wealth Advisors LLC | 0.07% | New | 10,409 | $943K |
| City State Bank | 0.31% | No change | 10,395 | $942K |
| Apeiron RIA LLC | 0.28% | Add +14.2% | 10,339 | $937K |
| Garde Capital, Inc. | 0.05% | New | 10,242 | $928K |
| Curtis Advisory Group, LLC | 0.27% | Add +3.1% | 10,231 | $927K |
| SG Americas Securities, LLC | 0.00% | Add +6.1% | 10,198 | $924K |
| Gridiron Partners, LLC | 0.58% | Reduce -7.5% | 9,985 | $905K |
| Cape Cod Five Cents Savings Bank | 0.08% | No change | 9,610 | $899K |
| Versant Capital Management, Inc | 0.15% | Reduce -68.3% | 9,852 | $892K |
| Focus Financial Network, Inc. | 0.04% | Add +9.3% | 9,850 | $892K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -0.3% | 9,781 | $886K |
| Natixis | 0.01% | Reduce -1.8% | 9,720 | $879K |
| Rosenberg Matthew Hamilton | 0.22% | Add +12.1% | 9,643 | $874K |
| TFB Advisors LLC | 0.25% | Reduce -1.9% | 9,623 | $872K |
| WealthTrak Capital Management LLC | 0.75% | Reduce -46.5% | 9,600 | $870K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -1.1% | 9,422 | $854K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.48% | Reduce -4.4% | 9,420 | $853K |
| Sovran Advisors, LLC | 0.11% | Add +25.9% | 9,565 | $849K |
| Security Financial Services, INC. | 0.17% | Add +3.6% | 9,295 | $842K |
| EFG Asset Management (Americas) Corp. | 0.17% | Reduce -4.5% | 9,264 | $839K |
| United Advisor Group, LLC | 0.17% | Add +10.7% | 9,240 | $837K |
| First Trust Advisors LP | 0.00% | Add +2.9% | 9,214 | $835K |
| Great Diamond Partners, LLC | 0.23% | New | 9,182 | $832K |
| Wealth Alliance, LLC | 0.10% | Add +41.2% | 9,181 | $832K |
| Centurion Wealth Management LLC | 0.26% | No change | 9,318 | $830K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -12.8% | 9,145 | $829K |
| Capital Analysts, LLC | 0.03% | Add +19.6% | 9,116 | $826K |
| Mutual Advisors, LLC | 0.02% | Reduce -22.6% | 9,095 | $822K |
| IHT Wealth Management, LLC | 0.03% | Reduce -32.4% | 9,023 | $817K |
| Swmg, LLC | 0.32% | Add +100.3% | 9,033 | $816K |
| Postrock Partners LLC | 0.40% | No change | 9,000 | $815K |
| West Wealth Group, LLC | 0.24% | Add +13.7% | 9,003 | $815K |
| Waverly Advisors, LLC | 0.01% | Reduce -2.0% | 8,940 | $810K |
| MMBG Investment Advisors Co. | 0.09% | No change | 8,923 | $808K |
| Venture Visionary Partners LLC | 0.03% | Reduce -23.8% | 8,912 | $807K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +1.4% | 8,896 | $806K |
| Verus Capital Partners, LLC | 0.08% | Reduce -9.6% | 8,838 | $801K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +91.8% | 8,726 | $790K |
| SBI Securities Co., Ltd. | 0.03% | Reduce -6.6% | 8,705 | $789K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +2.3% | 8,589 | $778K |
| FDx Advisors, Inc. | 0.25% | Reduce -7.2% | 8,572 | $777K |
| Apollon Wealth Management, LLC | 0.02% | Add +14.5% | 8,516 | $771K |
| 10Elms LLP | 0.91% | Add +11.0% | 8,471 | $767K |
| Norden Group LLC | 0.09% | Reduce -13.0% | 8,448 | $765K |
| ORG Partners LLC | 0.19% | Reduce -10.1% | 8,422 | $761K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 8,305 | $752K |
| Advisory Resource Group | 0.15% | Add +126.3% | 8,294 | $751K |
| Atlatl Advisers LLC | 0.49% | Add +3.1% | 8,238 | $746K |
| Yoffe Investment Management, LLC | 1.09% | Add +0.1% | 8,218 | $745K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -6.3% | 8,207 | $743K |
| New England Private Wealth Advisors LLC | 0.11% | No change | 8,185 | $741K |
| Worth Financial Advisory Group, LLC | 0.47% | Reduce -2.8% | 8,112 | $735K |
| ShoreHaven Wealth Partners, LLC | 0.35% | Reduce -3.9% | 8,017 | $726K |
| Frederick Financial Consultants, LLC | 0.52% | Add +4.8% | 7,984 | $723K |
| Trustmark Bank Trust Department | 0.05% | Reduce -17.1% | 7,838 | $710K |
| Hoxton Planning & Management, LLC | 0.27% | Add +20.0% | 7,761 | $703K |
| Penobscot Wealth Management | 0.30% | Reduce -27.5% | 7,747 | $702K |
| StoneX Group Inc. | 0.04% | New | 7,694 | $697K |
| Arcus Capital Partners, LLC | 0.28% | Add +5.3% | 7,564 | $685K |
| Mayflower Financial Advisors, LLC | 0.10% | Add +38.3% | 7,548 | $684K |
| Richardson Financial Services Inc. | 0.52% | Reduce -7.4% | 7,545 | $684K |
| Copperleaf Capital, LLC | 0.41% | Add +21.3% | 7,518 | $681K |
| Snowden Capital Advisors LLC | 0.02% | Add +8.0% | 7,428 | $673K |
| Advisors Asset Management, Inc. | 0.01% | Add +32.9% | 7,385 | $669K |
| Unique Wealth Strategies, LLC | 0.30% | Reduce -29.3% | 7,366 | $667K |
| Endowment Wealth Management, Inc. | 0.43% | Add +2.3% | 7,338 | $665K |
| Barnes Wealth Management Group, Inc | 0.43% | Add +6.0% | 7,331 | $664K |
| American Financial & Tax Strategies Inc. | 0.36% | Reduce -2.0% | 7,317 | $663K |
| Certuity, LLC | 0.07% | Add +19.2% | 7,276 | $659K |
| Signet Financial Management, LLC | 0.09% | Reduce -20.4% | 7,267 | $658K |
| Net Worth Advisory Group | 0.21% | Add +1.6% | 7,218 | $654K |
| Tradition Wealth Management, LLC | 0.06% | Add +24.7% | 7,205 | $653K |
| Theory Financial LLC | 0.27% | Add +51.1% | 7,185 | $651K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -8.9% | 7,164 | $649K |
| Keystone Wealth Services, LLC | 0.17% | Reduce -2.3% | 7,121 | $645K |
| MAI Capital Management | 0.00% | Add +2.9% | 7,085 | $642K |
| CIBC Asset Management Inc | 0.00% | No change | 7,044 | $638K |
| Certus Wealth Management, LLC | 0.43% | Reduce -0.2% | 7,008 | $632K |
| Running Point Capital Advisors, LLC | 0.20% | Reduce -0.7% | 6,927 | $628K |
| D.A. Davidson & Co. | 0.01% | Add +48.1% | 6,927 | $628K |
| GWN Securities Inc. | 0.04% | New | 6,958 | $627K |
| Brookwood Investment Group LLC | 0.11% | — | 6,923 | $627K |
| Motiv8 Investments LLC | 0.41% | Reduce -13.8% | 6,868 | $622K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -6.6% | 6,847 | $620K |
| Vertex Planning Partners, LLC | 0.13% | New | 6,808 | $617K |
| Outlook Wealth Advisors, LLC | 0.17% | New | 6,798 | $616K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -66.2% | 6,679 | $605K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -0.5% | 6,582 | $596K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -17.3% | 6,468 | $586K |
| Signal Advisors Wealth, LLC | 0.06% | Add +4.2% | 6,464 | $586K |
| Voya Financial Advisors, Inc. | 0.06% | Reduce -23.9% | 6,381 | $577K |
| Rockingstone Advisors LLC | 0.26% | No change | 6,291 | $570K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -1.6% | 6,272 | $568K |
| Unique Wealth, LLC | 0.11% | Add +40.5% | 6,252 | $566K |
| White Lighthouse Investment Management Inc. | 0.10% | Add +2.3% | 6,170 | $559K |
| Cutler Investment Counsel LLC | 0.07% | Reduce -2.3% | 6,052 | $548K |
| Rothschild Wealth LLC | 0.15% | Add +12.3% | 6,042 | $547K |
| Frisch Financial Group, Inc. | 0.15% | Reduce -0.0% | 6,037 | $547K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -0.5% | 6,038 | $547K |
| Walleye Capital LLC | 0.01% | Reduce -84.3% | 5,991 | $543K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.5% | 6,251 | $541K |
| Alterna Wealth Management, Inc. | 0.41% | Reduce -63.2% | 5,924 | $537K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +21.7% | 5,922 | $536K |
| ARK & TLK Investments, LLC | 0.19% | No change | 5,892 | $534K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +6.7% | 5,857 | $531K |
| Life Planning Partners, Inc | 0.47% | Reduce -16.3% | 5,728 | $519K |
| Blue Fin Capital, Inc. | 0.10% | Reduce -1.0% | 5,701 | $516K |
| Prospera Financial Services Inc | 0.01% | Add +11.2% | 5,670 | $514K |
| Larson Financial Group LLC | 0.02% | Reduce -14.0% | 5,628 | $510K |
| KKM Financial LLC | 0.22% | Add +7.8% | 5,690 | $510K |
| Sage Advisory Services, Ltd.Co. | 0.29% | No change | 5,497 | $498K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +0.8% | 5,472 | $496K |
| HCR Wealth Advisors | 0.06% | No change | 5,337 | $483K |
| Dorsey Wright & Associates | 0.12% | Reduce -15.0% | 5,318 | $482K |
| Yukon Wealth Management, Inc. | 0.20% | — | 5,317 | $482K |
| Activest Wealth Management | 0.13% | Add +0.1% | 5,271 | $478K |
| Stonehearth Capital Management, LLC | 0.19% | Reduce -92.0% | 5,188 | $470K |
| Wealthstream Advisors, Inc. | 0.09% | Add +0.3% | 5,158 | $467K |
| First Merchants Corp. | 0.02% | Reduce -83.9% | 5,116 | $463K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -20.6% | 5,004 | $453K |
| Kovack Advisors, Inc. | 0.05% | Add +113.8% | 4,991 | $452K |
| Squarepoint Ops LLC | 0.00% | New | 4,941 | $448K |
| Sunesis Advisors, LLC | 0.24% | No change | 4,840 | $438K |
| Avior Wealth Management, LLC | 0.02% | Reduce -42.5% | 4,824 | $437K |
| Arete Wealth Advisors, LLC | 0.03% | Add +13.3% | 4,755 | $431K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +27.6% | 4,720 | $428K |
| Maripau Wealth Management LLC | 0.24% | Add +2.4% | 4,710 | $427K |
| Insight Advisors, LLC/ PA | 0.07% | Reduce -7.8% | 4,653 | $421K |
| Portside Wealth Group, LLC | 0.07% | Reduce -11.3% | 4,645 | $421K |
| Center For Asset Management LLC | 0.26% | Add +61.6% | 4,638 | $420K |
| Dimension Capital Management LLC | 0.07% | Reduce -11.1% | 4,626 | $419K |
| Wolverine Trading, LLC | 0.01% | New | 4,633 | $419K |
| Strategic Financial Services, Inc. | 0.02% | Reduce -29.4% | 4,548 | $412K |
| Optivise Advisory Services LLC | 0.23% | Reduce -0.1% | 4,518 | $409K |
| Bremer Bank National Association | 0.07% | Add +2.5% | 4,513 | $409K |
| Lido Advisors, LLC | 0.00% | New | 4,487 | $406K |
| Sterling Investment Counsel, LLC | 0.14% | Add +7.8% | 4,485 | $406K |
| Cohen Investment Advisors LLC | 0.23% | Reduce -0.5% | 4,421 | $400K |
| Integris Wealth Management, LLC | 0.11% | Reduce -0.8% | 4,388 | $398K |
| Cooper Financial Group | 0.05% | Add +64.0% | 4,381 | $397K |
| Sterling Financial Planning, Inc. | 0.14% | Add +0.2% | 4,369 | $396K |
| Argent Trust Co | 0.02% | Reduce -19.9% | 4,358 | $395K |
| Firethorn Wealth Partners, LLC | 0.19% | Add +16.4% | 4,355 | $395K |
| 1620 Investment Advisors, Inc. | 0.31% | Reduce -0.2% | 4,354 | $394K |
| Stratos Investment Management, LLC | 0.02% | Reduce -5.5% | 4,339 | $393K |
| BOS Asset Management, LLC | 0.13% | Add +36.7% | 4,306 | $390K |
| VPR Management LLC | 0.19% | No change | 4,300 | $390K |
| Arkadios Wealth Advisors | 0.01% | Add +51.5% | 4,295 | $389K |
| Maia Wealth LLC | 0.09% | Add +14.7% | 4,375 | $386K |
| WealthPLAN Partners, LLC | 0.05% | Add +49.2% | 4,239 | $384K |
| Knollwood Investment Advisory, LLC | 0.04% | No change | 4,150 | $376K |
| Creative Financial Designs Inc. | 0.03% | Reduce -5.7% | 4,146 | $376K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -6.3% | 4,141 | $375K |
| Montecito Bank & Trust | 0.07% | Reduce -9.2% | 4,136 | $375K |
| Cambria Investment Management, L.P. | 0.03% | New | 4,128 | $374K |
| 4Thought Financial Group Inc. | 0.23% | Add +2.3% | 4,069 | $369K |
| Cushing Capital Partners, LLC | 0.33% | Add +0.9% | 4,063 | $368K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 4,044 | $366K |
| Brown Wealth Management, LLC | 0.12% | Reduce -26.2% | 3,993 | $362K |
| XML Financial, LLC | 0.03% | Reduce -11.8% | 3,986 | $361K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -25.1% | 3,958 | $359K |
| Kickstand Ventures, Llc. | 0.09% | Add +7.2% | 3,945 | $357K |
| Commons Capital, LLC | 0.33% | New | 3,938 | $357K |
| Victory Financial Group, LLC | 0.07% | Add +62.7% | 3,938 | $357K |
| Invictus Private Wealth, LLC | 0.03% | Add +1.6% | 3,906 | $354K |
| CPA Asset Management Group, LLC | 0.15% | Reduce -9.3% | 3,857 | $349K |
| One Wealth Capital Management, LLC | 0.19% | Add +27.9% | 3,821 | $346K |
| Affinity Capital Advisors, LLC | 0.07% | Reduce -18.3% | 3,905 | $341K |
| Belpointe Asset Management LLC | 0.02% | Reduce -28.3% | 3,756 | $340K |
| MPWM Advisory Solutions, LLC | 0.25% | Add +20.3% | 3,728 | $338K |
| Sigma Planning Corp | 0.01% | Reduce -8.1% | 3,719 | $337K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 3,716 | $337K |
| Pinion Investment Advisors, LLC | 0.07% | Reduce -1.6% | 3,712 | $336K |
| Three Bridge Wealth Advisors, LLC | 0.12% | No change | 3,695 | $335K |
| Soltis Investment Advisors LLC | 0.03% | Add +20.4% | 3,690 | $334K |
| Petix & Botte Co | 0.09% | Reduce -3.6% | 3,672 | $333K |
| Clearview Wealth Advisors LLC | 0.25% | Add +25.6% | 3,631 | $329K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Add +0.1% | 3,616 | $328K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +4.9% | 3,606 | $327K |
| IPG Investment Advisors LLC | 0.07% | Reduce -2.0% | 3,572 | $324K |
| BCU Wealth Advisors, LLC | 0.17% | Add +15.8% | 3,571 | $324K |
| New Republic Capital, LLC | 0.14% | Reduce -42.1% | 3,565 | $323K |
| North Ridge Wealth Advisors, Inc. | 0.21% | Reduce -0.1% | 3,503 | $317K |
| First Citizens Bank & Trust Co. | 0.01% | Add +46.4% | 3,468 | $314K |
| First Heartland Consultants, Inc. | 0.03% | Add +21.4% | 3,459 | $313K |
| Arax Advisory Partners | 0.02% | Reduce -14.7% | 3,453 | $313K |
| Advisors Capital Management, LLC | 0.00% | Reduce -5.8% | 3,448 | $312K |
| Brand Asset Management Group, Inc. | 0.13% | Reduce -3.6% | 3,395 | $308K |
| Concorde Asset Management, LLC | 0.16% | Add +4.9% | 3,408 | $303K |
| Strategy Asset Managers LLC | 0.06% | Add +2.6% | 3,305 | $299K |
| McAdam, LLC | 0.02% | Add +15.4% | 3,304 | $299K |
| Davis Wealth Advisors, LLC | 0.34% | New | 3,278 | $297K |
| Creekside Partners | 0.16% | Reduce -0.8% | 3,274 | $297K |
| Lifelong Wealth Advisors, Inc. | 0.14% | Add +25.1% | 3,255 | $295K |
| Delta Wealth Advisors LLC | 0.27% | Reduce -6.4% | 3,235 | $293K |
| Bank of Montreal | 0.00% | Reduce -13.6% | 3,211 | $291K |
| Dravo Bay LLC | 0.15% | Reduce -8.9% | 3,196 | $290K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -1.9% | 3,196 | $290K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +28.8% | 3,182 | $288K |
| Virtue Capital Management, LLC | 0.03% | New | 3,168 | $287K |
| Tempus Wealth Planning, LLC | 0.09% | New | 3,166 | $287K |
| Wealth Advisory Solutions, LLC | 0.08% | New | 3,166 | $287K |
| Mission Creek Capital Partners, Inc. | 0.07% | Add +8.5% | 3,141 | $285K |
| WESPAC Advisors, LLC | 0.23% | New | 3,076 | $279K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -49.4% | 3,076 | $279K |
| Stewardship Advisors, LLC | 0.07% | Reduce -0.2% | 3,062 | $277K |
| RDA Financial Network | 0.08% | Add +29.0% | 3,038 | $275K |
| Pinney & Scofield, Inc. | 0.20% | No change | 3,000 | $272K |
| Sax Wealth Advisors, LLC | 0.02% | New | 2,989 | $271K |
| Aptus Capital Advisors, LLC | 0.00% | Add +15.4% | 2,985 | $270K |
| Harbour Investments, Inc. | 0.01% | Add +6.1% | 2,974 | $269K |
| Avaii Wealth Management, LLC | 0.14% | Add +8.3% | 2,972 | $269K |
| Range Financial Group LLC | 0.12% | New | 2,958 | $268K |
| Villere St Denis J & Co. LLC | 0.03% | Reduce -3.5% | 2,937 | $266K |
| International Assets Investment Management, LLC | 0.02% | Reduce -42.2% | 2,933 | $266K |
| Kilter Group LLC | 0.17% | New | 2,931 | $266K |
| Walled Lake Planning & Wealth Management, LLC | 0.09% | No change | 2,930 | $265K |
| Fullcircle Wealth LLC | 0.11% | Add +29.8% | 2,888 | $261K |
| Quartz Partners, LLC | 0.16% | Reduce -63.3% | 2,880 | $261K |
| Cresset Asset Management, LLC | 0.00% | New | 2,872 | $260K |
| City National Bank of Florida | 0.23% | Reduce -48.9% | 2,846 | $258K |
| AQR Capital Management | 0.00% | Add +1.8% | 2,844 | $258K |
| Bush Investment Group, LLC | 0.19% | New | 2,821 | $256K |
| Transcend Capital Advisors, LLC | 0.02% | New | 2,815 | $255K |
| Gen-Wealth Partners Inc | 0.11% | Add +30.6% | 2,803 | $254K |
| Private Trust Co. NA | 0.03% | Add +9.5% | 2,794 | $253K |
| Blair William & Co. | 0.00% | Reduce -11.5% | 2,788 | $253K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 2,772 | $251K |
| VestGen Advisors, LLC | 0.01% | — | 2,768 | $251K |
| Five Oceans Advisors | 0.12% | Reduce -28.6% | 2,747 | $249K |
| WealthPlan Investment Management, LLC | 0.02% | Add +0.8% | 2,735 | $248K |
| Keebeck Wealth Management | 0.04% | New | 2,729 | $247K |
| Rooted Wealth Advisors, Inc. | 0.11% | Reduce -16.6% | 2,790 | $247K |
| Glass Jacobson Investment Advisors llc | 0.08% | No change | 2,756 | $245K |
| Atlas Legacy Advisors, LLC | 0.06% | Reduce -0.6% | 2,673 | $243K |
| Trust Point Inc. | 0.02% | Add +2.3% | 2,675 | $242K |
| Redwood Investment Management, LLC | 0.03% | Reduce -2.4% | 2,669 | $242K |
| Perigon Wealth Management, LLC | 0.01% | Add +17.7% | 2,664 | $241K |
| Client 1ST Advisory Group, LLC | 0.09% | Reduce -18.1% | 2,657 | $241K |
| HB Wealth Management, LLC | 0.00% | Add +7.1% | 2,655 | $241K |
| Bellwether Advisors, LLC | 0.05% | Add +14.0% | 2,661 | $241K |
| Quad-Cities Investment Group, LLC | 0.12% | Add +5.7% | 2,643 | $239K |
| Comprehensive Money Management Services LLC | 0.19% | Reduce -10.1% | 2,636 | $239K |
| Clearstead Advisors, LLC | 0.00% | Reduce -9.5% | 2,624 | $238K |
| Leavell Investment Management, Inc. | 0.01% | New | 2,610 | $236K |
| Cibc World Market Inc. | 0.00% | Reduce -4.5% | 2,595 | $235K |
| Wedbush Securities Inc. | 0.01% | Add +10.3% | 2,575 | $233K |
| Headlands Technologies LLC | 0.03% | Add +7.1% | 2,553 | $231K |
| Resurgent Financial Advisors LLC | 0.14% | New | 2,551 | $231K |
| Westmount Partners, LLC | 0.07% | New | 2,525 | $229K |
| Balance Wealth Partners LLC | 0.15% | — | 2,523 | $229K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | Reduce -47.9% | 2,500 | $226K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -28.0% | 2,490 | $226K |
| Disciplined Investments, LLC | 0.10% | Reduce -15.2% | 2,467 | $223K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,406 | $218K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -13.8% | 2,401 | $218K |
| PFG Advisors | 0.01% | Add +3.6% | 2,399 | $217K |
| Transce3nd, LLC | 0.10% | Add +10.2% | 2,394 | $217K |
| Breakwater Investment Management | 0.09% | Add +4.9% | 2,380 | $216K |
| Upper Left Wealth Management, LLC | 0.15% | New | 2,375 | $215K |
| Aprio Wealth Management, LLC | 0.03% | New | 2,356 | $213K |
| Sutton Place Investors LLC | 0.14% | New | 2,348 | $213K |
| BankPlus Trust Department | 0.07% | No change | 2,348 | $213K |
| Emergent Wealth Advisors, LLC | 0.15% | Reduce -1.2% | 2,341 | $212K |
| Synovus Financial Corp. | 0.00% | Reduce -4.8% | 2,315 | $210K |
| HBW Advisory Services LLC | 0.03% | New | 2,312 | $209K |
| Compass Capital Corp. /Ma/ | 0.11% | New | 2,383 | $209K |
| First Interstate Bank | 0.01% | Reduce -1.6% | 2,297 | $208K |
| Red Tortoise LLC | 0.11% | Add +0.9% | 2,278 | $206K |
| Alpha Omega Wealth Management LLC | 0.04% | New | 2,271 | $206K |
| GK Wealth Management LLC | 0.26% | Reduce -9.2% | 2,266 | $205K |
| WBH Advisory Inc. | 0.02% | Reduce -0.8% | 2,239 | $203K |
| Summit Global Investments | 0.01% | Reduce -15.8% | 2,232 | $202K |
| Veery Capital, LLC | 0.08% | Reduce -5.3% | 2,223 | $201K |
| Cardinal Point Capital Management ULC | 0.02% | New | 2,221 | $201K |
| IFG Advisory, LLC | 0.01% | New | 2,216 | $201K |
| Stelac Advisory Services LLC | 0.08% | New | 2,061 | $187K |
| Cornerstone Planning Group LLC | 0.04% | Reduce -1.6% | 1,917 | $171K |
| Fifth Third Bancorp | 0.00% | Add +136.8% | 1,866 | $169K |
| Eastern Bank | 0.00% | No change | 1,721 | $156K |
| Finley Financial, LLC | 0.09% | Reduce -22.7% | 1,700 | $154K |
| Retirement Wealth Solutions LLC | 0.12% | Add +55.5% | 1,612 | $146K |
| LGT Financial Advisors LLC | 0.44% | Add +7.1% | 1,578 | $143K |
| Pflug Koory, LLC | 0.08% | No change | 1,576 | $143K |
| Schroder Investment Management Group | 0.00% | Reduce -98.1% | 1,525 | $138K |
| Quintet Private Bank (Europe) S.A. | 0.01% | No change | 1,455 | $132K |
| Clear Investment Research, LLC | 0.17% | Add +0.6% | 1,414 | $128K |
| UMB Bank, n.a. | 0.00% | Add +0.8% | 1,381 | $125K |
| Operose Advisors LLC | 0.04% | No change | 1,300 | $118K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +1484.0% | 1,283 | $116K |
| Allie Family Office LLC | 0.06% | No change | 18,250 | $115K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +1142.9% | 1,218 | $110K |
| Allworth Financial LP | 0.00% | Reduce -24.4% | 1,166 | $105K |
| PFS Partners, LLC | 0.06% | No change | 1,147 | $104K |
| Barrett & Company, Inc. | 0.04% | Add +1.2% | 1,083 | $98K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,020 | $92K |
| Cape Investment Advisory, Inc. | 0.04% | Add +94.7% | 1,018 | $92K |
| Olde Wealth Management, LLC | 0.03% | New | 1,025 | $92K |
| Lanark Financial, Inc. | 0.01% | — | 1,017 | $92K |
| CX Institutional | 0.00% | New | 981 | $89K |
| Semmax Financial Advisors Inc. | 0.02% | Add +43.0% | 991 | $89K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +140.8% | 973 | $88K |
| Webster Bank, N. A. | 0.01% | No change | 919 | $83K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +99.6% | 900 | $82K |
| Rossby Financial, LCC | 0.03% | Reduce -62.5% | 892 | $81K |
| Cordgrass Capital Advisors, LLC | 0.02% | Reduce -1.2% | 889 | $81K |
| Financial Network Wealth Advisors LLC | 0.11% | Add +20.1% | 886 | $80K |
| Pacifica Partners Inc. | 0.03% | Add +0.2% | 834 | $75K |
| Darwin Wealth Management, LLC | 0.03% | No change | 840 | $75K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -78.0% | 825 | $75K |
| Binnacle Investments Inc | 0.05% | — | 807 | $73K |
| Park Square Financial Group, LLC | 0.06% | Reduce -18.9% | 805 | $73K |
| Ancora Advisors LLC | 0.00% | Add +1.2% | 765 | $69K |
| Ameriflex Group, Inc. | 0.03% | Reduce -17.8% | 694 | $63K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 690 | $63K |
| Elevate Wealth Advisory, Inc. | 0.04% | No change | 680 | $62K |
| Wolff Wiese Magana LLC | 0.04% | No change | 664 | $60K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -44.7% | 639 | $58K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -10.1% | 634 | $57K |
| Alaska Permanent Capital Management, LLC | 0.00% | No change | 625 | $56K |
| Elequin Capital, LP | 0.01% | Add +37.3% | 574 | $52K |
| Capital A Wealth Management, LLC | 0.05% | Reduce -64.8% | 558 | $51K |
| Sava Infond d.o.o. | 0.01% | No change | 550 | $50K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +3.5% | 538 | $49K |
| Zions Bancorporation, National Association | 0.00% | — | 533 | $48K |
| Olistico Wealth, LLC | 0.03% | No change | 525 | $48K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -4.4% | 521 | $47K |
| PrairieView Partners, LLC | 0.00% | Reduce -18.8% | 520 | $47K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 506 | $46K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 500 | $45K |
| Hurley Capital, LLC | 0.03% | New | 465 | $42K |
| First Financial Corp. | 0.02% | No change | 454 | $41K |
| NorthRock Partners, LLC | 0.00% | Reduce -2.8% | 452 | $41K |
| WPG Advisers, LLC | 0.04% | Reduce -33.6% | 450 | $41K |
| Ironwood Wealth Management, LLC. | 0.01% | No change | 428 | $39K |
| Red Lighthouse Investment Management, LLC | 0.02% | No change | 428 | $38K |
| NFSG Corp | 0.01% | Add +1.2% | 412 | $37K |
| Boyd Watterson Asset Management LLC | 0.01% | Add +381.3% | 385 | $35K |
| Global Financial Private Client, LLC | 0.01% | Add +31.6% | 383 | $35K |
| TD Capital Management LLC | 0.00% | Add +1.1% | 369 | $33K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 352 | $32K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +18.3% | 342 | $31K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -18.3% | 339 | $31K |
| West Branch Capital LLC | 0.01% | No change | 335 | $30K |
| Ascentis Wealth Management, LLC | 0.01% | New | 330 | $30K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 328 | $30K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +4.9% | 320 | $29K |
| Towne Trust Company, N.A | 0.01% | No change | 317 | $29K |
| PSI Advisors, LLC | 0.01% | Add +31.1% | 316 | $29K |
| Beacon Capital Management, LLC | 0.00% | Reduce -22.0% | 308 | $28K |
| Luminist Capital LLC | 0.03% | Reduce -60.8% | 305 | $28K |
| City Holding Co. | 0.00% | No change | 300 | $27K |
| Truvestments Capital LLC | 0.01% | New | 283 | $26K |
| Sound Income Strategies, LLC | 0.00% | Reduce -41.8% | 278 | $25K |
| First United Bank & Trust | 0.01% | Reduce -48.7% | 269 | $24K |
| Capital Investment Counsel, Inc | 0.00% | No change | 264 | $24K |
| Centennial Bank | 0.01% | New | 255 | $23K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 250 | $23K |
| Key Financial Inc | 0.00% | No change | 249 | $23K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 245 | $22K |
| McIlrath & Eck, LLC | 0.00% | No change | 238 | $22K |
| Raleigh Capital Management Inc. | 0.01% | Add +23.5% | 231 | $21K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.4% | 231 | $21K |
| Abound Wealth Management | 0.01% | Add +22700.0% | 228 | $21K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +1.4% | 219 | $20K |
| GW&K Investment Management, LLC | 0.00% | Add +112.0% | 212 | $19K |
| Phillips Financial Management, LLC | 0.00% | No change | 209 | $19K |
| Howe & Rusling Inc. | 0.00% | Add +303.9% | 206 | $19K |
| Lowe Wealth Advisors, LLC | 0.01% | New | 205 | $19K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +13.0% | 200 | $18K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 201 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Add +10.2% | 195 | $18K |
| Kiker Wealth Management, LLC | 0.01% | Add +5.6% | 188 | $17K |
| Friedenthal Financial | 0.01% | Add +106.6% | 188 | $17K |
| Winch Advisory Services, LLC | 0.00% | Add +1.1% | 187 | $17K |
| Cherry Tree Wealth Management, LLC | 0.00% | Add +1.2% | 171 | $16K |
| Solstein Capital, LLC | 0.01% | Reduce -89.8% | 171 | $15K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 171 | $15K |
| American National Bank & Trust | 0.00% | New | 171 | $15K |
| Park Place Capital Corp | 0.00% | Add +198.2% | 167 | $15K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -7.6% | 171 | $15K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 162 | $15K |
| Main Management LLC | 0.00% | No change | 142 | $13K |
| Bangor Savings Bank | 0.00% | Reduce -22.0% | 142 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +373.3% | 142 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.8% | 132 | $12K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -3.7% | 130 | $12K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +62.8% | 127 | $12K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 124 | $11K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -69.3% | 123 | $11K |
| NBT Bank, N.A. | 0.00% | Reduce -20.3% | 122 | $11K |
| HFM Investment Advisors, LLC | 0.01% | — | 121 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -34.3% | 117 | $11K |
| Curio Wealth, LLC | 0.01% | Reduce -99.2% | 1 | $11K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 116 | $11K |
| Colonial Trust Advisors | 0.00% | No change | 110 | $10K |
| Wayfinding Financial, LLC | 0.00% | New | 112 | $10K |
| EPG Wealth Management LLC | 0.00% | No change | 110 | $10K |
| AllSquare Wealth Management LLC | 0.01% | No change | 108 | $10K |
| Raffa Wealth Management, LLC | 0.00% | No change | 108 | $10K |
| Brooklyn Investment Group | 0.00% | New | 104 | $9K |
| Townsend Asset Management Corp. /NC/ | 0.00% | New | 101 | $9K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 100 | $9K |
| North Star Investment Management Corp. | 0.00% | No change | 100 | $9K |
| Hantz Financial Services, Inc. | 0.00% | New | 104 | $9K |
| IMG Wealth Management, Inc. | 0.01% | New | 97 | $9K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 89 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 86 | $8K |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -17.5% | 85 | $8K |
| Investors Research Corp | 0.00% | No change | 72 | $7K |
| Dunhill Financial, LLC | 0.00% | New | 265 | $6K |
| Kestra Investment Management, LLC | 0.00% | Reduce -57.2% | 68 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 65 | $6K |
| Wiser Advisor Group LLC | 0.01% | Add +1.6% | 65 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -22.9% | 64 | $6K |
| Whittier Trust Co. | 0.00% | No change | 60 | $5K |
| Compass Wealth Management LLC | 0.00% | New | 55 | $5K |
| Private Wealth Asset Management, LLC | 0.00% | — | 55 | $5K |
| Nalls Sherbakoff Group, LLC | 0.00% | — | 48 | $4K |
| Atlas Capital Advisors Inc. | 0.00% | New | 48 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -11.3% | 47 | $4K |
| Collier Financial | 0.00% | No change | 46 | $4K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 46 | $4K |
| Clark Wealth Partners | 0.00% | Add +650.0% | 45 | $4K |
| Covestor Ltd | 0.00% | Reduce -33.3% | 48 | $4K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 42 | $4K |
| Aventura Private Wealth, LLC | 0.00% | No change | 42 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 40 | $4K |
| Global Wealth Strategies & Associates | 0.00% | Add +0.0% | 39 | $4K |
| Tompkins Financial Corp. | 0.00% | No change | 37 | $3K |
| CNB Bank | 0.00% | No change | 34 | $3K |
| Mb, Levis & Associates, LLC | 0.00% | Add +3.0% | 34 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +3.6% | 29 | $3K |
| Centerpoint Advisors, LLC | 0.00% | No change | 31 | $3K |
| Innovative Advisory Group, LLC | 0.00% | Add +17.9% | 33 | $3K |
| Quent Capital, LLC | 0.00% | New | 31 | $3K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 31 | $3K |
| Salem Investment Counselors Inc. | 0.00% | No change | 31 | $3K |
| Archer Investment Corp | 0.00% | Reduce -18.8% | 26 | $2K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 26 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 24 | $2K |
| Coston, McIsaac & Partners | 0.00% | New | 33 | $2K |
| Hanson & Doremus Investment Management | 0.00% | New | 19 | $2K |
| PMV Capital Advisers, LLC | 0.00% | New | 19 | $2K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Reduce -92.2% | 19 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | New | 16 | $1K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -88.0% | 12 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 11 | $1K |
| Avion Wealth | 0.00% | No change | 20 | $1K |
| CKW Financial Group | 0.00% | Reduce -99.9% | 14 | $1K |
| Evermay Wealth Management LLC | 0.00% | New | 11 | $997 |
| Carolinas Wealth Consulting LLC | 0.00% | Add +100.0% | 10 | $906 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 9 | $816 |
| Kings Path Partners LLC | 0.00% | No change | 9 | $815 |
| WFA Asset Management Corp | 0.00% | New | 9 | $808 |
| SRH Advisors, LLC | 0.00% | Reduce -55.6% | 8 | $725 |
| Tucker Asset Management LLC | 0.00% | Reduce -93.3% | 8 | $725 |
| Richards, Merrill & Peterson, Inc. | 0.00% | New | 7 | $634 |
| Salomon & Ludwin, LLC | 0.00% | No change | 6 | $544 |
| Vision Financial Markets LLC | 0.00% | New | 5 | $457 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 5 | $453 |
| Front Row Advisors LLC | 0.00% | No change | 5 | $453 |
| American Capital Advisory, LLC | 0.00% | Reduce -93.3% | 5 | $453 |
| PayPay Securities Corp | 0.02% | No change | 4 | $426 |
| Integrity Financial Corp | 0.00% | No change | 3 | $272 |
| Realta Investment Advisors | 0.00% | No change | 3 | $272 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 3 | $271 |
| TD Private Client Wealth LLC | 0.00% | No change | 3 | $243 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 2 | $217 |
| Tidemark, LLC | 0.00% | New | 2 | $190 |
| Concord Wealth Partners | 0.00% | No change | 1 | $136 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 1 | $100 |
| Pandora Wealth, Inc. | 0.00% | — | 1 | $91 |
| Asset Dedication, LLC | 0.00% | No change | 1 | $91 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 1 | $91 |
| Signaturefd, LLC | 0.00% | Reduce -66.7% | 1 | $62 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 1 | $34 |
| Navigoe, LLC | 0.00% | New | 8 | $0 |
"% of holder's portfolio" is EMB's weight in each manager's 13F, not the share of iShares JP Morgan Usd Emergi the manager owns.