iShares MSCI Emr MRK Ex ChnaEMXCETF
13F holders, Q2 2024 (June 30)820holders +65
108new positions
46sold out
3famous investors
$58.93avg. 13F price*
At the end of Q2 2024, 820 institutions reported holding iShares MSCI Emr MRK Ex Chna (EMXC) in their 13F filings, up 65 from Q1 2024. 108 opened new positions and 46 sold out. The largest holders were Envestnet Asset Management Inc. ($1.2B), Bank of America Corp. ($969.5M) and JPMorgan Chase & Co. ($567.9M). 3 famous investors held it, including George Soros (1.2% of Soros Fund Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI Emr MRK Ex Chna
- CUSIP
- 46434G764
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $203.0M |
| Exits | 46 | $113.6M |
All 13F filers, Q1 2024 → Q2 2024: 25,548,201 shares bought and 13,455,943 shares sold, net +12,092,258 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 820 holders
| Envestnet Asset Management Inc. | 0.41% | Add +8.0% | 20,081,369 | $1.2B |
| Bank of America Corp. | 0.09% | Reduce -6.5% | 16,375,937 | $969.5M |
| JPMorgan Chase & Co. | 0.05% | Add +4.3% | 9,592,168 | $567.9M |
| Bank of New York Mellon Corp | 0.11% | Add +5.5% | 9,363,401 | $554.3M |
| Partners Capital Investment Group, LLP | 8.83% | Add +66.8% | 8,840,764 | $522.4M |
| Northern Trust Corp. | 0.07% | Add +8.6% | 7,094,419 | $420.0M |
| Morgan Stanley | 0.03% | Add +20.5% | 6,833,876 | $404.6M |
| Ameriprise Financial Inc. | 0.10% | Add +20.3% | 6,286,069 | $372.2M |
| LPL Financial LLC | 0.18% | Add +13.3% | 6,186,036 | $366.2M |
| Richard Bernstein Advisors LLC | 6.39% | Reduce -3.3% | 4,875,936 | $288.7M |
| Northwestern Mutual Wealth Management Co. | 0.23% | Add +9.9% | 3,882,627 | $229.9M |
| Menora Mivtachim Holdings LTD. | 1.46% | Reduce -17.1% | 3,632,052 | $215.0M |
| BlackRock Inc. | 0.00% | Reduce -5.2% | 3,229,462 | $191.2M |
| Jane Street Group, LLC | 0.18% | Reduce -49.1% | 2,866,207 | $169.7M |
| Citigroup Inc. | 0.16% | Add +6.9% | 2,856,973 | $169.1M |
| Envestnet Portfolio Solutions, Inc. | 0.55% | Add +9.2% | 2,661,474 | $157.6M |
| Wells Fargo & Company | 0.04% | Add +41.8% | 2,442,469 | $144.6M |
| Cwm, LLC | 0.64% | Reduce -1.9% | 2,281,458 | $135.1M |
| US Bancorp \de | 0.18% | Reduce -41.3% | 2,261,901 | $133.9M |
| UBS Group AG | 0.04% | Add +0.2% | 2,238,981 | $132.5M |
| Park Avenue Securities LLC | 1.39% | Add +5.5% | 1,924,645 | $113.9M |
| Cullen/Frost Bankers, Inc. | 1.53% | Add +274.7% | 1,779,506 | $105.3M |
| Permanens Capital L.P. | 10.24% | Add +37.1% | 1,693,914 | $100.3M |
| CENTRAL TRUST Co | 2.26% | Add +4.6% | 1,558,911 | $92.3M |
| Valmark Advisers, Inc. | 1.56% | Add +5.2% | 1,553,809 | $92.0M |
| MML Investors Services, LLC | 0.37% | Add +5.7% | 1,548,227 | $91.7M |
| Tiaa Trust, National Association | 0.27% | Reduce -24.4% | 1,502,146 | $88.9M |
| Stifel Financial Corp. | 0.10% | Add +5.0% | 1,456,681 | $86.2M |
| Composition Wealth, LLC | 2.07% | Add +4.2% | 1,434,152 | $84.9M |
| Temasek Holdings (Private) Ltd | 0.38% | No change | 1,376,700 | $81.5M |
| Russell Investments Group, Ltd. | 0.13% | Reduce -11.8% | 1,354,275 | $80.2M |
| Janney Montgomery Scott LLC | 0.23% | Add +5.4% | 1,290,391 | $76.4M |
| Cetera Investment Advisers | 0.17% | Add +5.1% | 1,262,196 | $74.7M |
| HighTower Advisors, LLC | 0.11% | Add +16.8% | 1,222,683 | $72.3M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +9.9% | 1,210,715 | $71.7M |
| United Services Automobile Association | 1.69% | Add +37.8% | 1,128,248 | $66.8M |
| Victory Capital Management Inc. | 0.07% | Add +37.8% | 1,128,248 | $66.8M |
| Thrivent Financial for Lutherans | 0.13% | Add +10.3% | 1,107,131 | $65.5M |
| OneDigital Investment Advisors LLC | 0.75% | Add +60.8% | 1,018,210 | $60.3M |
| Commonwealth Equity Services, LLC | 0.09% | Add +13.4% | 1,012,548 | $59.9M |
| Avidian Wealth Enterprises, LLC | 2.86% | Add +4.7% | 1,000,337 | $59.2M |
| McKinley Carter Wealth Services, Inc. | 3.62% | Add +4.6% | 960,308 | $56.9M |
| Sanctuary Advisors, LLC | 0.41% | — | 1,003,617 | $56.7M |
| Advocacy Wealth Management, LLC | 4.41% | Add +4.5% | 902,057 | $53.4M |
| Mariner, LLC | 0.09% | Add +11.6% | 808,011 | $47.8M |
| Creative Planning | 0.05% | Add +0.1% | 772,034 | $45.7M |
| 1ST Source Bank | 2.59% | Add +0.3% | 747,222 | $44.2M |
| State of Wisconsin Investment Board | 0.11% | New | 713,242 | $42.2M |
| Royal Bank of Canada | 0.01% | Add +10.6% | 685,580 | $40.6M |
| United Bank | 4.89% | Add +2.9% | 665,409 | $39.4M |
| Soros Fund Management | 1.18% | No change | 642,500 | $38.0M |
| Susquehanna International Group Ltd. | 9.15% | Add +40.2% | 616,818 | $36.5M |
| RiverFront Investment Group, LLC | 0.97% | Add +8.4% | 615,658 | $36.4M |
| Aprio Wealth Management, LLC | 6.45% | Reduce -25.2% | 597,954 | $35.4M |
| Baird Financial Group, Inc. | 0.07% | Add +2.2% | 587,227 | $34.8M |
| Raymond James & Associates | 0.02% | Add +50.6% | 580,246 | $34.4M |
| Old Mission Capital LLC | 0.87% | New | 561,713 | $33.3M |
| Federation des caisses Desjardins du Quebec | 0.18% | Reduce -2.3% | 560,157 | $33.2M |
| PNC Financial Services Group, Inc. | 0.02% | Add +16.2% | 557,405 | $33.0M |
| Osaic Holdings, Inc. | 0.08% | Add +66.0% | 545,199 | $32.3M |
| JB Capital LLC | 1.99% | Add +7.5% | 535,314 | $31.7M |
| Crestwood Advisors Group, LLC | 0.64% | Add +3.2% | 526,701 | $31.2M |
| Harbour Investments, Inc. | 1.03% | Add +4.4% | 513,800 | $30.4M |
| Oppenheimer Asset Management Inc. | 0.38% | Add +10.3% | 504,108 | $29.8M |
| United Capital Financial Advisors, LLC | 0.25% | Add +0.5% | 481,773 | $28.5M |
| NewEdge Advisors, LLC | 0.20% | Add +37.5% | 475,033 | $28.1M |
| W1M Asset Management Ltd | 2.24% | Add +12.9% | 447,098 | $26.5M |
| Anderson Hoagland & Co. | 2.73% | Add +3.9% | 425,761 | $26.0M |
| Hancock Whitney Corp. | 0.88% | Add +2.2% | 438,591 | $26.0M |
| Foundations Investment Advisors, LLC | 0.63% | Add +12.9% | 435,491 | $25.8M |
| CKW Financial Group | 3.18% | Add +17.7% | 421,203 | $24.9M |
| Curi Capital, LLC | 0.58% | Add +0.8% | 405,056 | $24.0M |
| AE Wealth Management LLC | 0.24% | Add +44.3% | 404,167 | $23.9M |
| Captrust Financial Advisors | 0.08% | Add +1.5% | 403,120 | $23.9M |
| Sentinel Trust Co. Lba | 2.86% | Add +55.0% | 393,100 | $23.3M |
| New Harbor Financial Group, LLC | 7.72% | Add +0.6% | 391,873 | $23.2M |
| Central Bank & Trust Co. | 3.01% | Add +4.3% | 365,260 | $21.6M |
| Professional Advisory Services Inc. | 2.72% | Reduce -1.6% | 364,101 | $21.6M |
| Artemis Wealth Advisors, LLC | 3.32% | Add +0.9% | 351,357 | $20.8M |
| Strategic Investment Management, LLC | 20.68% | No change | 324,390 | $19.3M |
| Atria Investments, Inc | 0.24% | Add +22.3% | 318,575 | $18.9M |
| Marietta Wealth Management, LLC | 2.89% | Add +6.2% | 313,165 | $18.5M |
| GYL Financial Synergies, LLC | 1.41% | Reduce -5.8% | 309,000 | $18.3M |
| Agf Management Ltd. | 0.10% | Add +19.8% | 288,880 | $17.1M |
| Parkside Investments, LLC | 2.67% | Add +3.3% | 285,470 | $16.9M |
| Integrated Wealth Concepts LLC | 0.22% | Add +10.0% | 275,232 | $16.3M |
| Tradition Wealth Management, LLC | 1.54% | Add +13.1% | 269,951 | $16.0M |
| Marshall Wace, LLP | 0.02% | Add +336.7% | 268,443 | $15.9M |
| New York Life Investment Management LLC | 0.16% | Add +3.1% | 261,486 | $15.5M |
| Riversedge Advisors, LLC | 3.72% | Add +3.2% | 257,489 | $15.2M |
| Seascape Capital Management | 5.67% | Add +2.6% | 256,836 | $15.2M |
| Peninsula Wealth, LLC | 2.81% | Add +152.5% | 243,390 | $15.1M |
| Compton Financial Group, LLC | 4.75% | Add +6.0% | 247,233 | $14.6M |
| Schroder Investment Management Group | 0.02% | Reduce -41.6% | 246,619 | $14.6M |
| Chicago Partners Investment Group LLC | 0.56% | Add +7.0% | 247,700 | $14.6M |
| Affinity Capital Advisors, LLC | 3.04% | Add +24.0% | 244,717 | $14.5M |
| Focus Partners Wealth | 0.05% | New | 243,961 | $14.4M |
| Icon Wealth Advisors, LLC | 1.27% | Add +9.5% | 237,068 | $14.3M |
| Parallel Advisors, LLC | 0.36% | Reduce -21.4% | 238,349 | $14.1M |
| Atria Wealth Solutions, Inc. | 0.16% | Add +11.4% | 237,806 | $14.1M |
| Scarborough Advisors, LLC | 5.77% | Reduce -14.7% | 237,246 | $14.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +19.1% | 235,879 | $14.0M |
| Strategic Blueprint, LLC | 0.94% | Add +17.8% | 234,241 | $13.9M |
| Trail Ridge Investment Advisors, LLC | 7.10% | Add +3.1% | 232,011 | $13.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.6% | 231,296 | $13.7M |
| Heck Capital Advisors, LLC | 1.66% | Add +61.3% | 225,775 | $13.4M |
| Atlantic Edge Private Wealth Management, LLC | 4.45% | Add +11.7% | 224,793 | $13.3M |
| Cardinal Strategic Wealth Guidance | 4.76% | Add +29.8% | 222,938 | $13.2M |
| State of Wyoming | 2.16% | Reduce -3.8% | 222,036 | $13.1M |
| Austin Private Wealth, LLC | 1.41% | Add +12.0% | 221,674 | $13.1M |
| Wallington Asset Management, LLC | 2.00% | Add +0.9% | 220,730 | $13.1M |
| Alera Investment Advisors, LLC | 1.57% | Add +5423.8% | 220,346 | $13.0M |
| CreativeOne Wealth, LLC | 0.65% | Reduce -21.0% | 217,512 | $12.9M |
| Trajan Wealth LLC | 0.83% | Reduce -0.9% | 217,416 | $12.9M |
| Beam Wealth Advisors, Inc. | 4.28% | Add +100.0% | 217,391 | $12.9M |
| Corient Private Wealth LP | 0.02% | Reduce -0.5% | 217,138 | $12.9M |
| Pathstone Holdings, LLC | 0.06% | Reduce -1.9% | 212,907 | $12.6M |
| Greenwood Gearhart LLC | 1.15% | Add +0.3% | 206,386 | $12.2M |
| Carr Financial Group Corp | 3.82% | Reduce -2.4% | 202,942 | $12.0M |
| KM Capital Management Ltd. | 6.18% | Add +17.4% | 201,839 | $11.9M |
| Mutual of America Capital Management LLC | 0.13% | No change | 200,000 | $11.8M |
| REDW Wealth LLC | 3.10% | Add +1.8% | 199,939 | $11.8M |
| First Heartland Consultants, Inc. | 1.15% | Add +4.8% | 195,944 | $11.6M |
| Nelson Capital Management, LLC | 2.02% | Add +0.1% | 192,675 | $11.4M |
| Wealthcare Advisory Partners LLC | 0.36% | Add +4.9% | 192,639 | $11.4M |
| Kelly Financial Services LLC | 4.01% | Add +136.0% | 189,574 | $11.2M |
| Townsend & Associates, Inc | 1.24% | Reduce -0.1% | 189,126 | $11.2M |
| Blue Trust, Inc. | 0.15% | Reduce -3.4% | 192,190 | $11.1M |
| Prudential Financial Inc. | 0.02% | Add +15.1% | 184,778 | $10.9M |
| Eagle Bluffs Wealth Management LLC | 6.28% | Add +1.7% | 182,252 | $10.8M |
| Bank of Montreal | 0.00% | Reduce -71.0% | 182,832 | $10.7M |
| Ewa, LLC | 4.44% | Add +43.2% | 180,399 | $10.7M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +18.0% | 181,019 | $10.7M |
| Orion Portfolio Solutions, LLC | 0.11% | Add +18.0% | 181,019 | $10.7M |
| Truist Financial Corp. | 0.02% | Add +12.7% | 176,221 | $10.4M |
| CFS Investment Advisory Services, LLC | 0.83% | Add +12.5% | 172,951 | $10.2M |
| Nottingham Advisors, Inc. | 1.21% | Add +0.9% | 172,566 | $10.2M |
| Columbia Bank | 3.71% | Add +6.3% | 161,799 | $9.6M |
| Regimen Wealth, LLC | 3.26% | Add +1.8% | 160,088 | $9.5M |
| Arkansas Financial Group, Inc. | 1.69% | Add +16.4% | 160,053 | $9.5M |
| Private Advisor Group, LLC | 0.06% | Add +74.0% | 156,511 | $9.3M |
| Financial Life Advisors | 3.74% | Add +13.8% | 155,566 | $9.2M |
| Astor Investment Management LLC | 4.23% | New | 155,296 | $9.2M |
| Horst & Graben Wealth Management LLC | 1.72% | Add +5.9% | 152,216 | $9.0M |
| FLC Capital Advisors | 2.21% | Add +3.3% | 152,065 | $9.0M |
| Invst, LLC | 0.99% | Add +20.0% | 151,770 | $9.0M |
| West Wealth Group, LLC | 3.17% | Add +14.7% | 151,295 | $9.0M |
| Snowden Capital Advisors LLC | 0.27% | Add +26.1% | 150,076 | $8.9M |
| One Wealth Advisors, LLC | 1.87% | Add +13.7% | 148,956 | $8.7M |
| Stone House Investment Management, LLC | 2.26% | Add +10.7% | 147,142 | $8.7M |
| Exencial Wealth Advisors, LLC | 0.33% | Reduce -27.8% | 146,742 | $8.7M |
| NorthRock Partners, LLC | 0.32% | Reduce -38.8% | 145,654 | $8.6M |
| Ancora Advisors LLC | 0.21% | Add +55.1% | 143,637 | $8.5M |
| High Falls Advisors, Inc | 2.05% | Add +31.1% | 142,619 | $8.4M |
| Marshall Financial Group, LLC | 2.31% | Add +0.4% | 139,440 | $8.3M |
| Wambolt & Associates, LLC | 2.37% | Add +16.9% | 137,603 | $8.1M |
| MAI Capital Management | 0.08% | Reduce -5.6% | 135,735 | $8.0M |
| Pettinga Financial Advisors LLC | 2.01% | Add +12.1% | 135,443 | $8.0M |
| McIlrath & Eck, LLC | 1.19% | Add +19.1% | 135,413 | $8.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.88% | Add +526.4% | 134,976 | $8.0M |
| Avantax Advisory Services, Inc. | 0.06% | Add +14.1% | 133,878 | $7.9M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.62% | Add +177.1% | 133,000 | $7.9M |
| Merit Financial Group, LLC | 0.17% | Add +2.6% | 131,682 | $7.8M |
| Retirement Planning Group, LLC | 0.50% | Reduce -8.4% | 131,642 | $7.8M |
| Valeo Financial Advisors, LLC | 0.24% | Reduce -11.7% | 131,580 | $7.8M |
| Oarsman Capital, Inc. | 1.72% | Add +9.4% | 131,572 | $7.8M |
| RFG Advisory, LLC | 0.25% | Add +10.6% | 130,377 | $7.7M |
| Relative Value Partners Group, LLC | 1.00% | New | 129,546 | $7.7M |
| Lake Street Private Wealth, LLC | 1.00% | Add +0.5% | 129,546 | $7.7M |
| Sierra Capital LLC | 1.01% | Add +4.7% | 128,176 | $7.6M |
| Choreo, LLC | 0.13% | Add +14.6% | 127,935 | $7.6M |
| Trek Financial, LLC | 0.60% | Add +7.0% | 127,872 | $7.6M |
| Perigon Wealth Management, LLC | 0.22% | Add +5.3% | 127,308 | $7.5M |
| Citizens Business Bank | 1.58% | Reduce -1.8% | 125,905 | $7.5M |
| Ashton Thomas Private Wealth, LLC | 0.41% | Reduce -3.9% | 125,736 | $7.4M |
| Hoylecohen, LLC | 0.56% | Add +3.0% | 125,484 | $7.4M |
| Vestor Capital, LLC | 0.60% | Reduce -0.0% | 124,994 | $7.4M |
| SteelPeak Wealth, LLC | 0.34% | Add +7.4% | 122,121 | $7.2M |
| Raelipskie Partnership | 3.84% | Add +1.0% | 121,564 | $7.2M |
| Equitable Holdings, Inc. | 0.07% | Add +7.3% | 119,852 | $7.1M |
| Farther Finance Advisors, LLC | 0.34% | Add +40.1% | 118,841 | $7.0M |
| MBL Wealth, LLC | 0.79% | Add +1.6% | 118,495 | $7.0M |
| Pacific Sage Partners, LLC | 1.74% | Add +11.3% | 118,279 | $7.0M |
| Ayalon Insurance Comp Ltd. | 2.29% | Reduce -27.4% | 117,302 | $6.9M |
| Monterey Private Wealth, Inc. | 2.58% | Add +8.2% | 116,658 | $6.9M |
| Pecaut & Co. | 2.60% | Reduce -0.1% | 115,728 | $6.9M |
| Capital Advisors Wealth Management, LLC | 1.33% | New | 113,963 | $6.7M |
| Greenwood Capital Associates LLC | 0.89% | Add +201.3% | 113,883 | $6.7M |
| Regions Financial Corp. | 0.05% | Add +6.0% | 112,493 | $6.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -0.9% | 111,908 | $6.6M |
| Driehaus Capital Management LLC | 0.06% | No change | 111,744 | $6.6M |
| Spectrum Wealth Counsel, LLC | 0.83% | Add +95.1% | 110,723 | $6.6M |
| Liberty Wealth Management LLC | 1.19% | Add +345.3% | 326,441 | $6.5M |
| Graypoint LLC | 0.45% | Reduce -4.8% | 109,225 | $6.5M |
| Courier Capital LLC | 0.51% | Add +14.7% | 108,925 | $6.4M |
| ShoreHaven Wealth Partners, LLC | 3.38% | Add +17.9% | 108,593 | $6.4M |
| Dynasty Wealth Management, LLC | 0.19% | Reduce -80.4% | 108,242 | $6.4M |
| Sharkey, Howes & Javer | 1.04% | Add +145.3% | 108,203 | $6.4M |
| Almanack Investment Partners, LLC. | 1.08% | Add +4.9% | 108,191 | $6.4M |
| Legal & General Group Plc | 0.00% | New | 108,400 | $6.4M |
| Randall & Associates Wealth Management | 5.67% | New | 106,408 | $6.3M |
| Darwin Wealth Management, LLC | 3.10% | Add +6.2% | 105,553 | $6.2M |
| SOL Capital Management CO | 0.75% | Add +95.4% | 105,450 | $6.2M |
| Wealth Alliance, LLC | 0.80% | Add +12.1% | 104,688 | $6.2M |
| Keybank National Association | 0.02% | Add +1199.0% | 102,130 | $6.0M |
| Matthew Goff Investment Advisor, LLC | 1.20% | Add +11.3% | 99,741 | $5.9M |
| Summit X, LLC | 1.32% | Add +8.5% | 99,392 | $5.9M |
| Stokes Family Office, LLC | 0.69% | Reduce -30.5% | 98,984 | $5.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.8% | 98,322 | $5.8M |
| Dynamic Advisor Solutions LLC | 0.18% | Add +2.5% | 97,087 | $5.7M |
| Relyea Zuckerberg Hanson LLC | 0.96% | Add +6.6% | 96,547 | $5.7M |
| Y-Intercept (Hong Kong) Ltd | 0.31% | Add +794.4% | 95,615 | $5.7M |
| Concourse Financial Group Securities, Inc. | 0.35% | Add +1.9% | 93,211 | $5.5M |
| Sterling Investment Counsel, LLC | 2.16% | Add +0.1% | 92,639 | $5.5M |
| Physician Wealth Advisors, Inc. | 1.00% | Add +6.9% | 88,136 | $5.5M |
| Bare Financial Services, Inc | 2.86% | Add +236.8% | 90,396 | $5.4M |
| Clarity Asset Management, Inc. | 3.85% | Add +2.5% | 91,660 | $5.4M |
| Keystone Financial Services | 2.25% | Add +15.2% | 91,539 | $5.4M |
| TSA Wealth Managment LLC | 2.28% | Add +10.9% | 90,476 | $5.4M |
| Grey Ledge Advisors, LLC | 1.46% | Add +6.3% | 90,298 | $5.3M |
| Ascent Group, LLC | 0.43% | Add +36.3% | 90,171 | $5.3M |
| 5th Street Advisors, LLC | 2.78% | Add +49.2% | 89,855 | $5.3M |
| Swisher Financial Concepts, Inc. | 5.33% | Add +4.3% | 88,679 | $5.3M |
| Penserra Capital Management LLC | 0.07% | New | 88,193 | $5.2M |
| B. Riley Wealth Advisors, Inc. | 0.13% | New | 87,367 | $5.2M |
| Valley National Advisers Inc. | 0.77% | Add +4869.0% | 87,355 | $5.2M |
| Ullmann Wealth Partners Group, LLC | 0.73% | Add +145.2% | 86,204 | $5.1M |
| New Potomac Partners, LLC | 2.75% | Reduce -1.7% | 85,115 | $5.0M |
| Private Advisory Group LLC | 0.66% | Add +9.6% | 84,849 | $5.0M |
| Keebeck Wealth Management | 0.73% | Add +3.6% | 84,210 | $5.0M |
| Highview Capital Management LLC | 2.04% | Add +3.6% | 82,804 | $4.9M |
| Stonebrook Private Inc. | 1.41% | Add +76.1% | 82,692 | $4.9M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +22.0% | 82,511 | $4.9M |
| Means Investment Co., Inc. | 0.58% | Add +9.0% | 81,790 | $4.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -19.9% | 80,852 | $4.8M |
| Intelligence Driven Advisers, LLC | 0.67% | Add +33.7% | 80,351 | $4.8M |
| Ehrlich Financial Group | 3.74% | Add +25.1% | 79,986 | $4.7M |
| Kraft, Davis & Associates, LLC | 1.43% | Add +0.5% | 79,706 | $4.7M |
| SlateStone Wealth, LLC | 0.49% | Add +19.7% | 75,654 | $4.5M |
| Fiduciary Alliance LLC | 0.72% | Reduce -13.2% | 74,674 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +62.4% | 74,658 | $4.4M |
| Sound Stewardship, LLC | 2.68% | Add +197.5% | 74,550 | $4.4M |
| Detalus Advisors, LLC | 1.51% | Add +8.8% | 74,446 | $4.4M |
| Abbrea Capital, LLC | 0.58% | Add +55.9% | 74,348 | $4.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 73,625 | $4.4M |
| Wellington Management Group LLP | 0.00% | Reduce -36.5% | 73,625 | $4.4M |
| Old National Bancorp | 0.10% | Add +22.8% | 73,461 | $4.3M |
| Transcend Capital Advisors, LLC | 0.31% | Add +1.4% | 72,803 | $4.3M |
| Zhang Financial LLC | 0.30% | Add +5.5% | 72,742 | $4.3M |
| Advisory Services Network, LLC | 0.09% | Add +22.9% | 72,369 | $4.3M |
| Brighton Jones LLC | 0.14% | Add +2.1% | 71,342 | $4.2M |
| Eley Financial Management, Inc | 1.78% | Add +1.3% | 71,087 | $4.2M |
| Quadcap Wealth Management, LLC | 0.76% | New | 71,048 | $4.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -89.2% | 71,000 | $4.2M |
| Foundry Financial Group, Inc. | 2.88% | New | 70,654 | $4.2M |
| Montecito Bank & Trust | 0.85% | Reduce -7.0% | 70,597 | $4.2M |
| Buckingham Strategic Wealth, LLC | 0.04% | Reduce -4.1% | 69,931 | $4.1M |
| Avid Wealth Partners LLC | 3.21% | Add +10.4% | 69,773 | $4.1M |
| Shelton Wealth Management, LLC | 2.45% | Reduce -11.5% | 69,100 | $4.1M |
| Pekin Hardy Strauss, Inc. | 0.56% | Add +1.8% | 69,059 | $4.1M |
| Cerity Partners LLC | 0.01% | Add +17.6% | 68,543 | $4.1M |
| PAX Financial Group, LLC | 0.79% | Add +3.1% | 68,491 | $4.1M |
| Beacon Financial Group | 0.46% | Add +45.2% | 67,782 | $4.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.20% | Add +68.4% | 67,571 | $4.0M |
| Vertex Planning Partners, LLC | 1.03% | Reduce -4.3% | 67,206 | $4.0M |
| Fortis Advisors, LLC | 2.75% | Add +0.0% | 65,869 | $3.9M |
| Colonial Trust Advisors | 0.37% | Add +1.2% | 65,268 | $3.9M |
| WealthShield Partners, LLC | 0.58% | Add +10.0% | 64,431 | $3.8M |
| Van Hulzen Asset Management, LLC | 0.26% | Add +294.8% | 64,283 | $3.8M |
| LPWM LLC | 1.31% | Add +1.5% | 62,240 | $3.8M |
| BCGM Wealth Management, LLC | 1.31% | Add +5.3% | 63,747 | $3.8M |
| Plum Street Advisors, LLC | 2.19% | Reduce -4.9% | 63,555 | $3.8M |
| Legacy Financial Group LLC | 0.73% | New | 62,998 | $3.7M |
| Legacy Financial Advisors, Inc. | 0.66% | Reduce -2.3% | 62,797 | $3.7M |
| Quent Capital, LLC | 0.41% | Add +0.3% | 62,282 | $3.7M |
| SMI Advisory Services, LLC | 0.91% | Reduce -11.6% | 60,154 | $3.7M |
| TNF LLC | 1.35% | Add +122.5% | 62,634 | $3.7M |
| New Wave Wealth Advisors LLC | 1.97% | — | 61,988 | $3.7M |
| Fifth Third Wealth Advisors LLC | 0.28% | Add +19.9% | 61,479 | $3.6M |
| Brookstone Capital Management | 0.06% | Add +8.1% | 59,428 | $3.6M |
| Apeiron RIA LLC | 1.10% | Add +33.8% | 60,540 | $3.6M |
| Marks Group Wealth Management, Inc | 0.37% | Add +95.5% | 60,079 | $3.6M |
| Crescent Grove Advisors, LLC | 0.38% | Add +52.5% | 59,075 | $3.5M |
| Noble Family Wealth, LLC | 0.99% | Add +7.3% | 58,249 | $3.4M |
| Dynamic Wealth Strategies, LLC | 2.94% | Reduce -0.7% | 57,832 | $3.4M |
| One Wealth Management Investment & Advisory Services, LLC | 1.34% | Add +6.5% | 56,760 | $3.4M |
| Prudential PLC | 0.02% | Reduce -84.2% | 56,690 | $3.4M |
| First Horizon Advisors, Inc. | 0.10% | Add +18.5% | 56,596 | $3.4M |
| Townsquare Capital LLC | 0.04% | Add +8.2% | 55,798 | $3.3M |
| Certus Wealth Management, LLC | 2.51% | Add +60.5% | 55,719 | $3.3M |
| Rothschild Wealth LLC | 1.07% | Add +3.4% | 55,565 | $3.3M |
| Cora Capital Advisors LLC | 1.69% | Add +1.7% | 55,424 | $3.3M |
| Anson Capital, Inc. | 3.22% | Add +12.4% | 55,120 | $3.3M |
| Fortitude Family Office, LLC | 1.80% | Add +40.1% | 53,608 | $3.2M |
| Comerica Bank | 0.01% | Add +7.9% | 53,466 | $3.2M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +3.5% | 53,252 | $3.2M |
| WT Wealth Management | 1.07% | Reduce -4.0% | 52,852 | $3.1M |
| Franklin Resources Inc. | 0.00% | Add +3.3% | 52,799 | $3.1M |
| Global Retirement Partners, LLC | 0.10% | Add +26.7% | 52,699 | $3.1M |
| Regal Investment Advisors LLC | 0.21% | Add +3.9% | 52,421 | $3.1M |
| NorthCrest Asset Manangement, LLC | 0.10% | Add +0.0% | 51,574 | $3.1M |
| Swmg, LLC | 1.35% | Add +3.0% | 51,371 | $3.0M |
| First Hawaiian Bank | 0.10% | Add +31.4% | 51,003 | $3.0M |
| Gallacher Capital Management LLC | 1.59% | Add +6.2% | 51,002 | $3.0M |
| Midwest Professional Planners, LTD. | 1.01% | Add +1.6% | 50,934 | $3.0M |
| Norway Savings Bank | 1.72% | Add +28.7% | 50,899 | $3.0M |
| CoreCap Advisors, LLC | 0.30% | Add +13.1% | 49,424 | $2.9M |
| High Note Wealth, LLC | 0.89% | Add +48.7% | 49,403 | $2.9M |
| Madrona Financial Services, LLC | 0.89% | Add +45.1% | 49,120 | $2.9M |
| Bay Harbor Wealth Management, LLC | 1.01% | Add +1.3% | 49,020 | $2.9M |
| Waverly Advisors, LLC | 0.06% | New | 48,377 | $2.9M |
| Gold Investment Management Ltd. | 1.21% | Add +4750.4% | 48,359 | $2.9M |
| Ausdal Financial Partners, Inc. | 0.31% | Add +5.4% | 48,307 | $2.9M |
| Werba Rubin Papier Wealth Management | 0.78% | Add +17.2% | 47,953 | $2.8M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +59.9% | 47,861 | $2.8M |
| Commerce Bank | 0.02% | Add +15.8% | 47,689 | $2.8M |
| IHT Wealth Management, LLC | 0.10% | Add +11.4% | 47,498 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Add +9.4% | 47,495 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Reduce -48.7% | 47,358 | $2.8M |
| Maia Wealth LLC | 0.84% | — | 45,610 | $2.8M |
| WCG Wealth Advisors LLC | 0.21% | Add +105.7% | 47,199 | $2.8M |
| My Legacy Advisors, LLC | 0.89% | Add +13.7% | 46,790 | $2.8M |
| Weitzel Financial Services, Inc. | 1.37% | Add +2.0% | 46,326 | $2.7M |
| Kades & Cheifetz LLC | 1.70% | Add +39.7% | 45,792 | $2.7M |
| Westover Capital Advisors, LLC | 0.70% | Add +5.0% | 45,788 | $2.7M |
| Balefire, LLC | 0.95% | Reduce -1.7% | 45,337 | $2.7M |
| Sigma Planning Corp | 0.09% | Add +26.1% | 45,325 | $2.7M |
| Diversify Advisory Services, LLC | 0.15% | Add +41.7% | 43,674 | $2.7M |
| Meitav Investment House Ltd. | 0.05% | No change | 45,083 | $2.7M |
| Provident Co of the Employees of the Hebrew University LTD | 3.18% | No change | 45,083 | $2.7M |
| LVW Advisors, LLC | 0.39% | New | 44,922 | $2.7M |
| Cobblestone Asset Management LLC | 1.69% | Reduce -4.7% | 44,198 | $2.6M |
| Focus Financial Network, Inc. | 0.11% | Add +3.7% | 42,742 | $2.6M |
| Claro Advisors Inc. | 0.40% | Add +391.8% | 43,574 | $2.6M |
| SigFig Wealth Management, LLC | 0.10% | Add +7.3% | 43,440 | $2.6M |
| Cypress Wealth Services, LLC | 0.57% | Add +8.0% | 43,153 | $2.6M |
| Mayflower Financial Advisors, LLC | 0.42% | Add +16.4% | 42,920 | $2.5M |
| Sei Investments Co. | 0.00% | No change | 42,819 | $2.5M |
| Assetmark, Inc. | 0.01% | Add +13.5% | 42,509 | $2.5M |
| Gen-Wealth Partners Inc | 1.21% | Add +0.9% | 42,202 | $2.5M |
| True Vision MN LLC | 1.62% | Add +5.1% | 42,049 | $2.5M |
| Morningstar Investment Services LLC | 0.03% | Add +48.3% | 41,908 | $2.5M |
| Hirtle & Co., LLC | 0.12% | Reduce -77.8% | 41,338 | $2.4M |
| Level Four Advisory Services, LLC | 0.11% | Add +15.8% | 40,934 | $2.4M |
| Leuthold Group, LLC | 0.28% | Reduce -0.0% | 40,204 | $2.4M |
| Maryland Capital Advisors Inc. | 1.28% | Add +0.3% | 40,158 | $2.4M |
| Firethorn Wealth Partners, LLC | 1.34% | Add +30.0% | 40,014 | $2.4M |
| Quest Investment Management LLC | 0.26% | No change | 40,000 | $2.4M |
| Smith Thornton Advisors LLC | 1.72% | — | 39,438 | $2.3M |
| NTV Asset Management LLC | 0.33% | Add +7.5% | 39,406 | $2.3M |
| Community Bank, N.A. | 0.31% | Reduce -0.1% | 39,184 | $2.3M |
| Wintrust Investments LLC | 0.19% | Add +3.6% | 38,977 | $2.3M |
| DRW Securities, LLC | 0.14% | New | 39,013 | $2.3M |
| Clal Insurance Enterprises Holdings Ltd | 0.02% | No change | 38,290 | $2.3M |
| Simplicity Wealth,LLC | 0.05% | Add +19.5% | 38,153 | $2.3M |
| Versant Capital Management, Inc | 0.57% | Add +0.2% | 37,982 | $2.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +3.1% | 37,398 | $2.2M |
| Farrell Financial LLC | 1.71% | Add +12.4% | 37,016 | $2.2M |
| Burke & Herbert Bank & Trust Co. | 0.53% | New | 36,753 | $2.2M |
| Arq Wealth Advisors, LLC | 0.94% | Add +280.1% | 36,642 | $2.2M |
| Whittier Trust Co. | 0.03% | No change | 36,629 | $2.2M |
| Atticus Wealth Management, LLC | 0.70% | Add +6.9% | 36,413 | $2.2M |
| Caldwell Trust Co | 0.24% | Reduce -1.9% | 36,361 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -21.9% | 36,027 | $2.1M |
| BNP Paribas Financial Markets | 0.00% | New | 35,998 | $2.1M |
| JT Stratford LLC | 0.40% | Add +10.8% | 35,942 | $2.1M |
| Apollon Wealth Management, LLC | 0.06% | Add +264.2% | 35,895 | $2.1M |
| Security Financial Services, INC. | 0.44% | Add +3.1% | 34,543 | $2.0M |
| Quotient Wealth Partners, LLC | 0.07% | Reduce -93.3% | 34,451 | $2.0M |
| Ashton Thomas Securities, LLC | 0.49% | — | 33,200 | $2.0M |
| Gotham Asset Management | 0.03% | Add +806.5% | 34,194 | $2.0M |
| Stelac Advisory Services LLC | 0.85% | Add +11.4% | 34,153 | $2.0M |
| Elevation Point Wealth Partners, LLC | 0.16% | Add +0.7% | 34,138 | $2.0M |
| Prelude Capital Management, LLC | 0.17% | Add +21.8% | 33,500 | $2.0M |
| Wealthfront Advisers LLC | 0.01% | Add +7.1% | 33,301 | $2.0M |
| Passive Capital Management, LLC. | 0.73% | No change | 33,000 | $2.0M |
| First Citizens Bank & Trust Co. | 0.04% | New | 32,989 | $2.0M |
| Legacy Capital Group California, Inc. | 0.70% | New | 32,683 | $1.9M |
| TAP Consulting, LLC | 0.41% | Add +6.6% | 32,667 | $1.9M |
| Glen Eagle Advisors, LLC | 0.35% | Add +32.3% | 32,570 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | Add +10.3% | 32,547 | $1.9M |
| Camden National Bank | 0.29% | Add +20.1% | 32,085 | $1.9M |
| Harvest Investment Advisors, LLC | 1.39% | Add +10.8% | 31,836 | $1.9M |
| Shared Vision Wealth Group LLC | 1.10% | Add +14.0% | 31,817 | $1.9M |
| Rafferty Asset Management, LLC | 0.01% | No change | 31,785 | $1.9M |
| Quadrature Capital Ltd | 0.03% | New | 31,779 | $1.9M |
| BlackDiamond Wealth Management, LLC | 1.23% | Add +27.7% | 32,192 | $1.9M |
| EverSource Wealth Advisors, LLC | 0.12% | Add +21.7% | 30,634 | $1.8M |
| First Trust Bank, Ltd. | 5.47% | Reduce -50.0% | 31,150 | $1.8M |
| Colonial Trust Co / SC | 0.32% | Add +2.1% | 30,491 | $1.8M |
| Algorithmic Investment Models, LLC | 1.40% | Reduce -1.6% | 30,160 | $1.8M |
| GeoWealth Management, LLC | 0.08% | Add +73.7% | 30,110 | $1.8M |
| Braun-Bostich & Associates Inc. | 1.32% | Add +100.6% | 29,948 | $1.8M |
| Spectrum Planning & Advisory Services Inc. | 1.71% | — | 29,975 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +4.8% | 29,653 | $1.8M |
| Tsfg, LLC | 0.41% | Add +45.1% | 29,620 | $1.8M |
| World Investment Advisors | 0.11% | New | 29,505 | $1.7M |
| Atlas Capital Advisors Inc. | 0.23% | Reduce -40.5% | 29,468 | $1.7M |
| Fusion Family Wealth, LLC | 0.18% | No change | 29,419 | $1.7M |
| Interchange Capital Partners, LLC | 0.64% | Add +12.2% | 29,182 | $1.7M |
| HB Wealth Management, LLC | 0.02% | Reduce -2.4% | 28,548 | $1.7M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -6.1% | 28,500 | $1.7M |
| First Bank & Trust | 0.34% | No change | 27,895 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Reduce -20.6% | 27,049 | $1.6M |
| Kickstand Ventures, Llc. | 0.44% | Reduce -35.6% | 26,913 | $1.6M |
| Verus Capital Partners, LLC | 0.16% | Add +15.4% | 26,677 | $1.6M |
| Walter & Keenan Wealth Management LLC /in/ | 0.50% | New | 26,407 | $1.6M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +76.8% | 26,249 | $1.6M |
| ONE Advisory Partners, LLC | 0.72% | Add +24.8% | 26,204 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +52.7% | 25,955 | $1.5M |
| Scissortail Wealth Management, LLC | 0.39% | Add +0.5% | 25,927 | $1.5M |
| FFG Retirement Advisors LLC | 1.06% | Add +70.6% | 25,636 | $1.5M |
| Analyst IMS Investment Management Services Ltd. | 0.06% | New | 25,480 | $1.5M |
| Fort Point Capital Partners LLC | 0.19% | No change | 25,325 | $1.5M |
| AdvisorNet Financial, Inc | 0.13% | Add +93.4% | 24,810 | $1.5M |
| Birchcreek Wealth Management, LLC | 0.82% | Add +3.1% | 24,634 | $1.5M |
| Asset Dedication, LLC | 0.10% | Add +8.4% | 24,220 | $1.4M |
| Lantz Financial LLC | 0.44% | Add +6.2% | 24,101 | $1.4M |
| IFG Advisory, LLC | 0.09% | Add +8.4% | 23,908 | $1.4M |
| &partners | 0.06% | New | 23,771 | $1.4M |
| Copperleaf Capital, LLC | 1.12% | Add +69.3% | 23,717 | $1.4M |
| Forthright Family Wealth Advisory LLC | 0.89% | Add +8.8% | 23,430 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +37.3% | 23,308 | $1.4M |
| Provident Wealth Management, LLC | 0.50% | Reduce -2.4% | 23,211 | $1.4M |
| Quarry Hill Advisors, LLC | 0.92% | Add +1.1% | 23,184 | $1.4M |
| Caprock Group, LLC | 0.06% | Add +308.1% | 23,170 | $1.4M |
| Hoxton Planning & Management, LLC | 0.61% | Add +2.3% | 22,327 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +28.4% | 22,214 | $1.3M |
| Pinnacle Holdings, LLC | 0.61% | New | 22,135 | $1.3M |
| Strategic Equity Management | 0.85% | Add +24.8% | 22,010 | $1.3M |
| United Advisor Group, LLC | 0.40% | New | 21,922 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.5% | 21,898 | $1.3M |
| Theory Financial LLC | 0.61% | Add +82.3% | 21,890 | $1.3M |
| Smartleaf Asset Management LLC | 0.21% | New | 21,952 | $1.3M |
| Principal Securities, Inc. | 0.04% | Add +27.7% | 21,875 | $1.3M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +10.8% | 21,820 | $1.3M |
| Cibc World Market Inc. | 0.00% | Reduce -35.9% | 21,744 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.30% | Add +34.8% | 21,738 | $1.3M |
| Savant Capital, LLC | 0.01% | Add +54.4% | 21,254 | $1.3M |
| Financial Advocates Investment Management | 0.08% | New | 21,152 | $1.3M |
| ORG Partners LLC | 0.16% | New | 21,118 | $1.3M |
| Capital Analysts, LLC | 0.05% | Add +84.2% | 20,911 | $1.2M |
| Naples Global Advisors, LLC | 0.12% | Add +59.3% | 20,676 | $1.2M |
| Partners in Financial Planning | 0.27% | Add +1.2% | 20,619 | $1.2M |
| TrinityPoint Wealth, LLC | 0.19% | Add +11.9% | 20,048 | $1.2M |
| AMG National Trust Bank | 0.03% | New | 19,993 | $1.2M |
| Csenge Advisory Group | 0.07% | Reduce -15.3% | 19,940 | $1.2M |
| Orgel Wealth Management, LLC | 0.03% | Add +0.1% | 19,554 | $1.2M |
| Winthrop Capital Management, LLC | 0.58% | Reduce -4.3% | 19,481 | $1.2M |
| Nvwm, LLC | 0.30% | Add +14.9% | 19,120 | $1.1M |
| Venturi Wealth Management, LLC | 0.07% | Reduce -74.1% | 18,835 | $1.1M |
| M&T Bank Corp | 0.00% | Reduce -30.3% | 18,595 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Reduce -31.0% | 18,508 | $1.1M |
| Maxwell Wealth Strategies Inc. | 0.53% | Reduce -30.9% | 18,400 | $1.1M |
| Wealthgarden F.S. LLC | 1.14% | — | 18,266 | $1.1M |
| ERn Financial, LLC | 0.18% | No change | 18,250 | $1.1M |
| Williams & Novak, LLC | 0.98% | Add +3.9% | 17,780 | $1.1M |
| Mosley Wealth Management | 0.90% | Add +9.3% | 17,759 | $1.1M |
| Clear Harbor Asset Management, LLC | 0.09% | Add +6.7% | 17,699 | $1.0M |
| RCS Financial Planning, LLC | 0.62% | Add +17.3% | 17,680 | $1.0M |
| W Advisors, LLC | 0.68% | Add +6.5% | 17,523 | $1.0M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -40.9% | 17,506 | $1.0M |
| Belpointe Asset Management LLC | 0.07% | Add +14.2% | 17,401 | $1.0M |
| Gateway Wealth Partners, LLC | 0.31% | Add +7.8% | 17,235 | $1.0M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -15.3% | 17,133 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -4.7% | 17,008 | $1.0M |
| Richard W. Paul & Associates, LLC | 0.38% | Reduce -28.1% | 16,828 | $996K |
| Indiana Trust & Investment Management Co | 0.36% | No change | 16,750 | $992K |
| Twin Peaks Wealth Advisors, LLC | 0.49% | Add +32.0% | 16,673 | $987K |
| Global Strategic Investment Solutions, LLC | 0.12% | Reduce -0.7% | 16,581 | $982K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -1.8% | 16,547 | $980K |
| Bigelow Investment Advisors, LLC | 0.46% | Add +73.5% | 16,449 | $974K |
| Axiom Advisory, LLC | 0.01% | New | 16,884 | $972K |
| NBT Bank, N.A. | 0.07% | Add +21933.3% | 15,864 | $939K |
| Maripau Wealth Management LLC | 0.64% | Add +8.0% | 15,835 | $937K |
| Redwood Investment Management, LLC | 0.08% | Add +102.3% | 15,652 | $927K |
| Wealthcare Capital Management LLC | 0.10% | Reduce -21.2% | 15,226 | $901K |
| IFP Advisors, Inc | 0.04% | Add +184.3% | 15,127 | $896K |
| RHS Financial, LLC | 0.54% | Add +28.8% | 14,877 | $881K |
| Bush Investment Group, LLC | 0.75% | Add +2.4% | 14,828 | $878K |
| Concorde Asset Management, LLC | 0.54% | Add +14.7% | 14,782 | $875K |
| Phoenix Financial Ltd. | 0.01% | Reduce -28.7% | 14,771 | $874K |
| Gilbert & Cook, Inc. | 0.13% | No change | 14,650 | $867K |
| Parkside Financial Bank & Trust | 0.13% | Add +1.5% | 14,418 | $854K |
| Campion Asset Management | 0.66% | Add +9.9% | 14,267 | $845K |
| Cutter & CO Brokerage, Inc. | 0.20% | Add +0.5% | 14,231 | $842K |
| FMR LLC | 0.00% | Reduce -19.6% | 14,179 | $839K |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -0.3% | 14,102 | $835K |
| Private Trust Co. NA | 0.09% | Add +7.9% | 13,987 | $828K |
| Apella Capital, LLC | 0.04% | Add +0.7% | 13,341 | $815K |
| Axxcess Wealth Management, LLC | 0.02% | Add +57.1% | 13,680 | $810K |
| Fiducient Advisors LLC | 0.11% | Add +24.2% | 13,517 | $800K |
| Patron Partners, LLC | 0.47% | Reduce -0.1% | 13,466 | $797K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -22.7% | 13,335 | $789K |
| Telos Capital Management, Inc. | 0.09% | Reduce -2.3% | 13,165 | $779K |
| Wedmont Private Capital | 0.05% | Add +0.5% | 12,571 | $777K |
| Boothbay Fund Management, LLC | 0.03% | Add +18.2% | 13,000 | $770K |
| Brown Advisory Inc. | 0.00% | Reduce -0.4% | 12,931 | $766K |
| Avantax Planning Partners, Inc. | 0.02% | Add +1.4% | 12,908 | $764K |
| Commonwealth Retirement Investments LLC | 0.35% | Add +8.5% | 12,739 | $754K |
| Jefferies Financial Group Inc. | 0.02% | Reduce -3.8% | 12,694 | $751K |
| Moneywise, Inc. | 0.40% | Add +69.4% | 12,648 | $749K |
| Bessemer Group Inc. | 0.00% | New | 12,466 | $738K |
| Fullcircle Wealth LLC | 0.36% | — | 12,571 | $737K |
| Legacy Edge Advisors, LLC | 0.14% | Add +37.0% | 12,397 | $734K |
| National Philanthropic Trust | 0.01% | No change | 12,354 | $731K |
| Keudell/Morrison Wealth Management | 0.21% | Add +17.1% | 12,310 | $729K |
| Raleigh Capital Management Inc. | 0.31% | Add +29.4% | 12,276 | $727K |
| Mather Group, Llc. | 0.01% | Add +22.6% | 12,611 | $726K |
| Koshinski Asset Management, Inc. | 0.07% | Add +145.6% | 11,839 | $723K |
| Breakwater Capital Group | 0.16% | Reduce -3.3% | 12,137 | $719K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.1% | 12,124 | $718K |
| Strategic Wealth Partners, Ltd. | 0.07% | Reduce -5.0% | 12,122 | $718K |
| Watershed Private Wealth LLC | 0.30% | Reduce -14.2% | 12,040 | $713K |
| Sightline Wealth Advisors, LLC | 0.44% | Add +3.1% | 11,979 | $709K |
| Empower Advisory Group, LLC | 0.00% | Reduce -19.2% | 11,975 | $709K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -77.5% | 11,941 | $707K |
| Greystone Financial Group, LLC | 0.14% | Add +31.1% | 11,888 | $704K |
| Cary Street Partners Investment Advisory LLC | 0.03% | New | 11,757 | $696K |
| Lansing Street Advisors | 0.29% | Add +6.9% | 11,741 | $695K |
| Betterment LLC | 0.00% | Add +56.5% | 11,463 | $679K |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +0.0% | 11,208 | $664K |
| Cary Street Partners Asset Management LLC | 0.10% | Add +0.4% | 11,017 | $652K |
| Horan Capital Advisors, LLC. | 0.23% | Reduce -1.0% | 11,000 | $651K |
| Clear Creek Financial Management, LLC | 0.08% | Add +3.9% | 10,977 | $650K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +35.8% | 10,944 | $648K |
| Pure Financial Advisors, LLC | 0.02% | Add +4.0% | 10,904 | $646K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -6.2% | 10,855 | $643K |
| Oxford Financial Group, LTD. LLC | 0.04% | New | 10,838 | $642K |
| Sovereign Financial Group, Inc. | 0.16% | Add +43.5% | 10,773 | $638K |
| FFT Wealth Management LLC | 0.06% | No change | 10,773 | $638K |
| Creative Financial Designs Inc. | 0.06% | Add +125.4% | 10,642 | $630K |
| Spire Wealth Management | 0.02% | Reduce -64.8% | 10,571 | $626K |
| Vantage Financial Partners Ltd., Inc. | 0.15% | Add +3.5% | 10,504 | $622K |
| Aveo Capital Partners, LLC | 0.07% | Add +1.3% | 10,504 | $622K |
| Sutton Place Investors LLC | 0.40% | Add +3.8% | 10,199 | $604K |
| Haverford Trust Co | 0.01% | No change | 10,184 | $603K |
| Wedbush Securities Inc. | 0.02% | Add +19.8% | 10,110 | $599K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +2.5% | 10,103 | $598K |
| Client 1ST Advisory Group, LLC | 0.26% | New | 10,097 | $598K |
| New Republic Capital, LLC | 0.30% | Add +0.7% | 10,025 | $593K |
| Hanover Advisors Inc. | 0.26% | Reduce -16.9% | 10,009 | $593K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +5.9% | 9,919 | $587K |
| Mgo One Seven LLC | 0.03% | Add +1.4% | 9,875 | $585K |
| LexAurum Advisors, LLC | 0.14% | Add +45.1% | 9,836 | $582K |
| MA Private Wealth | 0.11% | New | 9,815 | $581K |
| TRUE Private Wealth Advisors | 0.07% | Add +0.7% | 9,782 | $579K |
| Foster Group, Inc. | 0.02% | Reduce -16.6% | 9,772 | $578K |
| Root Financial Partners, LLC | 0.13% | Add +12.9% | 9,698 | $574K |
| LifePlan Investment Advisors, Inc. | 0.41% | Add +8.0% | 9,653 | $571K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +54.0% | 9,611 | $569K |
| BCU Wealth Advisors, LLC | 0.42% | Add +13.4% | 9,507 | $563K |
| Manhattan West Asset Management, LLC | 0.15% | New | 9,507 | $563K |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.8% | 9,425 | $558K |
| Ashford Advisors, LLC | 0.14% | No change | 9,358 | $554K |
| Wells Financial Advisors INC | 0.36% | New | 9,292 | $550K |
| Lanark Financial, Inc. | 0.05% | Add +74.2% | 9,234 | $546K |
| Resurgent Financial Advisors LLC | 0.34% | Add +38.2% | 9,161 | $542K |
| F&V Capital Management, LLC | 0.16% | Add +95.0% | 9,135 | $541K |
| OLIO Financial Planning | 0.23% | No change | 9,692 | $538K |
| Eq LLC | 0.32% | Add +18.8% | 9,066 | $537K |
| Clearview Wealth Advisors LLC | 0.47% | Add +112.1% | 9,046 | $536K |
| Legacy Capital Wealth Partners, LLC | 0.14% | New | 8,994 | $532K |
| Synovus Financial Corp. | 0.01% | Reduce -38.2% | 8,990 | $532K |
| Asset Allocation & Management Company, LLC | 0.35% | No change | 8,971 | $531K |
| Arkadios Wealth Advisors | 0.04% | New | 8,825 | $522K |
| Waterloo Capital, L.P. | 0.06% | New | 8,822 | $522K |
| Modera Wealth Management, LLC | 0.01% | Add +93.1% | 8,787 | $520K |
| Portland Global Advisors LLC | 0.07% | No change | 8,695 | $515K |
| PFG Advisors | 0.03% | New | 8,680 | $514K |
| Virtue Capital Management, LLC | 0.09% | Add +6.8% | 8,551 | $509K |
| Denver Wealth Management, Inc. | 0.25% | Reduce -0.3% | 8,553 | $506K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -26.4% | 8,482 | $502K |
| Clearstead Advisors, LLC | 0.01% | Reduce -14.2% | 8,469 | $501K |
| TFO Wealth Partners, LLC | 0.10% | No change | 8,262 | $489K |
| Veltria Advisors Corp. | 0.17% | No change | 8,212 | $486K |
| Aletheian Wealth Advisors LLC | 0.25% | No change | 8,121 | $481K |
| Exchange Capital Management, Inc. | 0.08% | Reduce -1.7% | 8,053 | $477K |
| Mission Wealth Management, LP | 0.01% | Add +61.0% | 8,048 | $476K |
| Vontobel Holding Ltd. | 0.00% | Reduce -7.5% | 8,013 | $474K |
| Vident Advisory, LLC | 0.01% | Add +2.2% | 8,008 | $474K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +26.6% | 7,907 | $468K |
| Advus Financial Partners, LLC | 0.14% | Add +80.1% | 7,823 | $463K |
| SJS Investment Consulting Inc. | 0.09% | No change | 7,807 | $462K |
| Catalyst Financial Partners LLC | 0.10% | Add +114.0% | 7,771 | $460K |
| Stonebridge Financial Planning Group, LLC | 0.23% | Add +44.0% | 7,740 | $458K |
| Marcum Wealth, LLC | 0.05% | Reduce -3.0% | 7,736 | $458K |
| Fiduciary Trust Co | 0.01% | Add +5.2% | 7,636 | $452K |
| Source Financial Advisors LLC | 0.14% | Add +0.3% | 7,506 | $444K |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0.05% | No change | 7,500 | $444K |
| M Holdings Securities, Inc. | 0.06% | New | 7,485 | $443K |
| Mittelman Wealth Management | 0.29% | Add +24.7% | 7,481 | $443K |
| Aspire Wealth Management Corp | 0.25% | Add +6.7% | 7,469 | $442K |
| UMB Bank, n.a. | 0.01% | Reduce -59.3% | 7,419 | $439K |
| Merkkuri Wealth Advisors LLC | 0.40% | — | 7,404 | $438K |
| Elser Financial Planning, Inc | 0.07% | — | 7,320 | $433K |
| WR Wealth Planners, LLC | 0.13% | Add +14.7% | 7,296 | $432K |
| DAVENPORT & Co LLC | 0.00% | New | 7,183 | $425K |
| ARK & TLK Investments, LLC | 0.16% | New | 7,082 | $419K |
| Lifeworks Advisors, LLC | 0.12% | Add +25.0% | 7,046 | $417K |
| Western Wealth Management, LLC | 0.03% | Add +75.4% | 7,027 | $416K |
| PDS Planning, Inc | 0.04% | Add +31.9% | 7,005 | $415K |
| NorthCoast Asset Management LLC | 0.00% | New | 6,822 | $404K |
| Absolute Capital Management, LLC | 0.24% | Add +7.6% | 6,813 | $403K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | Add +4.3% | 6,759 | $400K |
| Sage Financial Group Inc. | 0.03% | Reduce -0.3% | 6,629 | $392K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -64.7% | 6,600 | $391K |
| SageView Advisory Group, LLC | 0.02% | New | 6,575 | $389K |
| Capital Investment Advisors, LLC | 0.01% | Add +18.2% | 6,562 | $388K |
| Beacon Financial Advisory LLC | 0.14% | Add +9.6% | 6,539 | $387K |
| Canal Capital Management, LLC | 0.07% | Reduce -28.2% | 6,507 | $385K |
| Aspire Private Capital, LLC | 0.10% | Add +12.5% | 6,486 | $384K |
| Arete Wealth Advisors, LLC | 0.03% | New | 6,383 | $378K |
| Sound Income Strategies, LLC | 0.03% | Add +142.1% | 6,379 | $378K |
| American Investment Services, Inc. | 0.07% | Add +8.6% | 6,370 | $377K |
| Hutchens & Kramer Investment Management Group, LLC | 0.21% | Add +16.5% | 6,341 | $375K |
| Lloyd Advisory Services, LLC. | 0.17% | New | 6,271 | $371K |
| VestGen Investment Management | 0.11% | Add +2.4% | 6,183 | $366K |
| Quadrant Capital Group LLC | 0.03% | No change | 6,137 | $363K |
| Cape Cod Five Cents Savings Bank | 0.04% | No change | 6,119 | $362K |
| Vermillion & White Wealth Management Group, LLC | 0.27% | Add +0.6% | 6,071 | $359K |
| OMNI 360 Wealth, Inc. | 0.27% | New | 6,065 | $359K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +8.7% | 6,041 | $358K |
| Dentgroup LLC | 0.29% | Reduce -26.9% | 5,978 | $354K |
| Signaturefd, LLC | 0.01% | Reduce -13.8% | 5,967 | $353K |
| Citizens Financial Group Inc. | 0.01% | No change | 5,900 | $349K |
| Arcadia Wealth Management, LLC | 0.20% | Add +23.9% | 5,860 | $347K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 5,835 | $345K |
| Catalina Capital Group, LLC | 0.13% | Add +57.3% | 5,621 | $333K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -29.1% | 5,543 | $328K |
| Bison Wealth, LLC | 0.05% | No change | 5,682 | $327K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -0.2% | 5,516 | $327K |
| Modern Wealth Management, LLC | 0.02% | New | 5,485 | $325K |
| Laurel Wealth Planning LLC | 0.22% | Reduce -12.8% | 5,461 | $323K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.1% | 5,333 | $316K |
| Raymond James Trust N.A. | 0.01% | Add +11.8% | 5,325 | $315K |
| Dana Investment Advisors, Inc. | 0.01% | Add +6.1% | 5,305 | $314K |
| Retirement Income Solutions, Inc. | 0.08% | Reduce -14.5% | 5,290 | $313K |
| Ballentine Partners, LLC | 0.01% | New | 5,277 | $312K |
| Greenleaf Trust | 0.00% | New | 5,247 | $311K |
| Altfest L J & Co. Inc. | 0.04% | New | 5,243 | $310K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 5,200 | $308K |
| Deutsche Bank AG | 0.00% | Reduce -0.0% | 5,095 | $302K |
| FWG Investments, LLC. | 0.30% | Add +21.6% | 5,017 | $297K |
| Athena Investment Management | 0.18% | Add +3.1% | 4,959 | $294K |
| SVB Wealth LLC | 0.01% | Reduce -43.6% | 4,952 | $293K |
| Semmax Financial Advisors Inc. | 0.09% | Add +16.7% | 4,920 | $292K |
| DF Dent & Co. Inc. | 0.00% | No change | 4,930 | $292K |
| Moors & Cabot, Inc. | 0.02% | Add +14.8% | 4,906 | $290K |
| Greenwich Wealth Management LLC | 0.02% | Add +0.0% | 4,902 | $290K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 4,866 | $288K |
| Mills Wealth Advisors LLC | 0.20% | Add +0.5% | 4,656 | $276K |
| Morling Financial Advisors, LLC | 0.12% | No change | 4,594 | $272K |
| Accel Wealth Management | 0.11% | Add +14.2% | 4,592 | $272K |
| Journey Strategic Wealth LLC | 0.01% | Add +24.3% | 4,571 | $271K |
| Allie Family Office LLC | 0.16% | No change | 4,542 | $269K |
| Verdence Capital Advisors LLC | 0.02% | No change | 4,536 | $269K |
| Sachetta, LLC | 0.12% | No change | 4,500 | $265K |
| Personal Cfo Solutions, LLC | 0.04% | Add +10.9% | 4,461 | $264K |
| Sheets Smith Wealth Management | 0.03% | Add +3.6% | 4,423 | $262K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -4.0% | 4,404 | $261K |
| Emergent Wealth Advisors, LLC | 0.21% | Add +24.6% | 4,335 | $257K |
| Alterna Wealth Management, Inc. | 0.22% | New | 4,198 | $249K |
| Lantern Wealth Advisors, LLC | 0.18% | Add +17.6% | 4,192 | $248K |
| PBMares Wealth Management LLC | 0.06% | New | 4,182 | $248K |
| Latitude Advisors, LLC | 0.15% | New | 4,158 | $246K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +9.2% | 4,157 | $246K |
| RDA Financial Network | 0.08% | New | 4,156 | $246K |
| Avion Wealth | 0.07% | Reduce -10.8% | 4,142 | $245K |
| Estate Counselors, LLC | 0.03% | New | 4,065 | $241K |
| Trademark Financial Management, LLC | 0.20% | Reduce -6.7% | 4,059 | $240K |
| Inscription Capital, LLC | 0.04% | No change | 4,050 | $240K |
| Fourpath Capital Management, LLC | 0.18% | New | 4,047 | $240K |
| Basso Capital Management, L.P. | 0.21% | No change | 4,000 | $237K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | New | 3,981 | $236K |
| Phraction Management LLC | 0.09% | No change | 3,960 | $234K |
| Buffington Mohr McNeal | 0.04% | No change | 3,950 | $234K |
| First National Bank of Mount Dora, Trust Investment Services | 0.06% | New | 3,932 | $233K |
| LGT Financial Advisors LLC | 0.49% | Reduce -11.2% | 3,925 | $233K |
| Litman Gregory Wealth Management LLC | 0.02% | New | 3,877 | $230K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 3,864 | $229K |
| Brandywine Oak Private Wealth LLC | 0.02% | Reduce -7.3% | 3,851 | $228K |
| Jackson Creek Investment Advisors LLC | 0.08% | Reduce -3.6% | 3,828 | $227K |
| Semus Wealth Partners LLC | 0.17% | New | 3,818 | $226K |
| Full Sail Capital, LLC | 0.02% | Reduce -0.4% | 3,805 | $225K |
| Hudson Value Partners, LLC | 0.10% | New | 3,800 | $225K |
| Meridian Wealth Management, LLC | 0.03% | New | 3,783 | $224K |
| LMCG Investments, LLC | 0.01% | Reduce -0.9% | 3,772 | $223K |
| Northwest Wealth Management, LLC | 0.06% | No change | 3,721 | $220K |
| Flputnam Investment Management Co. | 0.00% | New | 3,705 | $219K |
| Centaurus Financial, Inc. | 0.01% | New | 3,700 | $219K |
| Fulcrum Equity Management | 0.19% | New | 3,669 | $217K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -4.8% | 3,629 | $215K |
| Insight Advisors, LLC/ PA | 0.04% | No change | 3,622 | $214K |
| Magnus Financial Group LLC | 0.02% | New | 3,602 | $213K |
| Invera Wealth Advisors, LLC | 0.22% | New | 3,446 | $213K |
| Howard Financial Services, LTD. | 0.03% | Add +0.5% | 3,579 | $212K |
| Ironwood Investment Management LLC | 0.11% | New | 3,566 | $211K |
| LFA - Lugano Financial Advisors SA | 0.16% | No change | 3,547 | $210K |
| Central Pacific Bank - Trust Division | 0.03% | Add +77.1% | 3,460 | $205K |
| Hudock, Inc. | 0.04% | New | 3,420 | $202K |
| Bridge Creek Capital Management LLC | 0.06% | New | 3,388 | $201K |
| Tenon Financial LLC | 0.16% | New | 3,381 | $200K |
| American National Bank & Trust | 0.02% | New | 3,228 | $191K |
| Ramirez Asset Management, Inc. | 0.04% | Add +0.7% | 3,151 | $187K |
| Natixis | 0.00% | New | 3,017 | $179K |
| Oliver Lagore Vanvalin Investment Group | 0.05% | Reduce -2.3% | 2,911 | $172K |
| CIBC Private Wealth Group LLC | 0.00% | Add +58.9% | 2,810 | $172K |
| Bogart Wealth, LLC | 0.01% | No change | 2,525 | $149K |
| Rosenberg Matthew Hamilton | 0.04% | New | 2,442 | $145K |
| Allworth Financial LP | 0.00% | Add +37.8% | 2,421 | $144K |
| Carolinas Wealth Consulting LLC | 0.03% | No change | 2,427 | $144K |
| TD Private Client Wealth LLC | 0.00% | Add +6.1% | 2,423 | $143K |
| FinTrust Capital Advisors, LLC | 0.02% | Reduce -5.9% | 2,232 | $132K |
| CBIZ Investment Advisory Services, LLC | 0.01% | Add +0.9% | 2,189 | $130K |
| Larson Financial Group LLC | 0.01% | Add +86.6% | 2,166 | $128K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +171.4% | 2,098 | $124K |
| Bank of New Hampshire | 0.03% | No change | 2,055 | $122K |
| Abound Wealth Management | 0.04% | Add +69.9% | 2,015 | $119K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 1,931 | $114K |
| Bangor Savings Bank | 0.01% | Add +9.5% | 1,802 | $107K |
| Gilliland Jeter Wealth Management LLC | 0.04% | Add +65.5% | 1,763 | $104K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +3517.0% | 1,700 | $101K |
| Criterion Capital Advisors, LLC | 0.06% | Add +147.8% | 1,665 | $99K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 1,569 | $93K |
| Kings Path Partners LLC | 0.04% | — | 1,545 | $91K |
| Raffa Wealth Management, LLC | 0.03% | New | 1,543 | $91K |
| First PREMIER Bank | 0.02% | No change | 1,510 | $89K |
| Global Financial Private Client, LLC | 0.04% | Add +16.8% | 1,424 | $84K |
| Avior Wealth Management, LLC | 0.00% | Reduce -3.5% | 1,409 | $83K |
| Continuum Advisory, LLC | 0.01% | Add +23.4% | 1,369 | $81K |
| EnRich Financial Partners LLC | 0.03% | No change | 1,349 | $80K |
| Lynx Investment Advisory | 0.06% | — | 1,311 | $78K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,228 | $73K |
| Zions Bancorporation, N.A. | 0.01% | New | 1,105 | $65K |
| Hollencrest Capital Management | 0.00% | No change | 1,071 | $63K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -33.6% | 1,043 | $62K |
| REAP Financial Group, LLC | 0.02% | Reduce -25.6% | 1,043 | $62K |
| Cape Investment Advisory, Inc. | 0.03% | Add +19.3% | 984 | $58K |
| International Assets Investment Management, LLC | 0.01% | New | 935 | $55K |
| Red Tortoise LLC | 0.03% | Add +0.8% | 913 | $54K |
| Horizon Investments, LLC | 0.00% | Reduce -99.8% | 903 | $53K |
| Banque Cantonale Vaudoise | 0.00% | No change | 880 | $52K |
| Tucker Asset Management LLC | 0.01% | Reduce -3.8% | 864 | $51K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -52.5% | 887 | $50K |
| Annapolis Financial Services, LLC | 0.02% | No change | 838 | $50K |
| CarsonAllaria Wealth Management, Ltd. | 0.03% | Add +0.8% | 805 | $48K |
| TCTC Holdings, LLC | 0.00% | No change | 790 | $47K |
| Grove Bank & Trust | 0.01% | Add +81.4% | 780 | $46K |
| Birchbrook, Inc. | 0.03% | Reduce -1.5% | 719 | $43K |
| Financial Perspectives, Inc | 0.02% | No change | 716 | $42K |
| Financial Connections Group, Inc. | 0.02% | No change | 725 | $42K |
| Arlington Trust Co LLC | 0.01% | New | 696 | $41K |
| Albion Financial Group | 0.00% | Add +5.3% | 695 | $41K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +146.1% | 694 | $41K |
| Unique Wealth Strategies, LLC | 0.02% | New | 677 | $39K |
| Belvedere Trading LLC | 0.00% | Reduce -37.7% | 651 | $39K |
| Rice Partnership, LLC | 0.01% | Add +9.8% | 637 | $38K |
| Wolff Wiese Magana LLC | 0.03% | New | 595 | $35K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +1.2% | 592 | $35K |
| Cedar Wealth Management, LLC | 0.01% | No change | 590 | $35K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -8.7% | 576 | $34K |
| Biltmore Family Office, LLC | 0.01% | No change | 500 | $30K |
| First Command Advisory Services, Inc. | 0.00% | No change | 487 | $29K |
| Princeton Global Asset Management LLC | 0.01% | New | 486 | $29K |
| GAMMA Investing LLC | 0.00% | New | 432 | $26K |
| Salem Investment Counselors Inc. | 0.00% | New | 431 | $25K |
| Country Trust Bank | 0.00% | New | 424 | $25K |
| Chris Bulman Inc | 0.02% | — | 387 | $23K |
| Private Wealth Management Group, LLC | 0.01% | New | 385 | $23K |
| JFS Wealth Advisors, LLC | 0.00% | New | 334 | $20K |
| Rothschild Investment LLC | 0.00% | Reduce -71.4% | 320 | $19K |
| Sandy Spring Bank | 0.00% | No change | 304 | $18K |
| Fifth Third Bancorp | 0.00% | Add +1400.0% | 300 | $18K |
| GoalVest Advisory LLC | 0.00% | Reduce -69.5% | 238 | $14K |
| FWL Investment Management, LLC | 0.01% | Reduce -2.1% | 229 | $14K |
| Johnson Financial Group, Inc. | 0.00% | Add +558.8% | 224 | $13K |
| Strategic Financial Concepts, LLC | 0.01% | Add +4937.7% | 715,459 | $12K |
| Tompkins Financial Corp. | 0.00% | New | 194 | $11K |
| Deane Retirement Strategies, Inc. | 0.01% | Add +121.7% | 184 | $11K |
| Arax Advisory Partners | 0.00% | Reduce -92.0% | 170 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 167 | $10K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -31.4% | 127 | $8K |
| Element Wealth, LLC | 0.00% | Add +27.3% | 126 | $7K |
| SYSTM Wealth Solutions LLC | 0.00% | Add +0.8% | 125 | $7K |
| Covestor Ltd | 0.00% | Reduce -15.3% | 116 | $7K |
| Caitlin John, LLC | 0.01% | Add +1571.4% | 117 | $7K |
| Chesapeake Asset Management LLC | 0.01% | New | 104 | $6K |
| JNBA Financial Advisors | 0.00% | Add +1.0% | 102 | $6K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 103 | $6K |
| Smithfield Trust Co | 0.00% | New | 104 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 100 | $6K |
| Opal Wealth Advisors, LLC | 0.00% | New | 87 | $5K |
| Eagle Bay Advisors LLC | 0.00% | No change | 74 | $4K |
| Park Place Capital Corp | 0.00% | Reduce -70.2% | 74 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 72 | $4K |
| National Bank of Canada | 0.00% | No change | 68 | $4K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 60 | $4K |
| St Germain D J Co. Inc. | 0.00% | New | 60 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +15.6% | 52 | $3K |
| First Financial Corp. | 0.00% | New | 52 | $3K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 51 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -26.6% | 58 | $3K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 45 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 39 | $2K |
| Crewe Advisors LLC | 0.00% | Add +77.8% | 32 | $2K |
| FPC Investment Advisory, Inc. | 0.00% | New | 25 | $2K |
| West Paces Advisors Inc. | 0.00% | No change | 25 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | — | 18 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 18 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 14 | $836 |
| Delos Wealth Advisors, LLC | 0.00% | No change | 13 | $770 |
| Phillips Financial Management, LLC | 0.00% | No change | 12 | $716 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 10 | $592 |
| Gradient Investments LLC | 0.00% | No change | 8 | $474 |
| Denver PWM, LLC | 0.00% | New | 7 | $415 |
| Beacon Capital Management, LLC | 0.00% | No change | 5 | $296 |
| Tidemark, LLC | 0.00% | New | 4 | $239 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 4 | $237 |
| Resources Management Corp. /CT/ | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is EMXC's weight in each manager's 13F, not the share of iShares MSCI Emr MRK Ex Chna the manager owns.