iShares MSCI Emr MRK Ex ChnaEMXCETF
13F holders, Q3 2024 (September 30)858holders +38
92new positions
55sold out
6famous investors
$61.10avg. 13F price*
At the end of Q3 2024, 858 institutions reported holding iShares MSCI Emr MRK Ex Chna (EMXC) in their 13F filings, up 38 from Q2 2024. 92 opened new positions and 55 sold out. The largest holders were Envestnet Asset Management Inc. ($1.7B), Bank of America Corp. ($1.2B) and Bank of New York Mellon Corp ($611.5M). 6 famous investors held it, including George Soros (1.1% of Soros Fund Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $271.5M |
| Exits | 55 | $310.7M |
All 13F filers, Q2 2024 → Q3 2024: 44,366,687 shares bought and 12,801,083 shares sold, net +31,565,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 858 holders
| Envestnet Asset Management Inc. | 0.54% | Add +35.7% | 27,253,947 | $1.7B |
| Bank of America Corp. | 0.11% | Add +21.8% | 19,947,917 | $1.2B |
| Bank of New York Mellon Corp | 0.11% | Add +6.9% | 10,006,851 | $611.5M |
| JPMorgan Chase & Co. | 0.04% | Reduce -11.1% | 8,524,083 | $520.9M |
| LPL Financial LLC | 0.22% | Add +29.9% | 8,034,635 | $491.0M |
| Morgan Stanley | 0.04% | Add +16.8% | 7,983,647 | $487.9M |
| Northern Trust Corp. | 0.08% | Add +6.8% | 7,578,529 | $463.1M |
| Richard Bernstein Advisors LLC | 9.91% | Add +55.1% | 7,561,128 | $462.1M |
| Ameriprise Financial Inc. | 0.12% | Add +18.9% | 7,474,885 | $457.5M |
| Jane Street Group, LLC | 0.66% | Add +131.7% | 6,639,689 | $405.8M |
| Partners Capital Investment Group, LLP | 6.38% | Reduce -26.1% | 6,530,686 | $399.1M |
| Northwestern Mutual Wealth Management Co. | 0.24% | Add +15.2% | 4,470,947 | $273.2M |
| BlackRock, Inc. | 0.00% | — | 3,808,433 | $232.7M |
| Envestnet Portfolio Solutions, Inc. | 0.74% | Add +40.3% | 3,735,192 | $228.3M |
| Cwm, LLC | 0.72% | Add +19.5% | 2,727,097 | $166.7M |
| Temasek Holdings (Private) Ltd | 0.64% | Add +88.9% | 2,600,600 | $158.9M |
| US Bancorp \de | 0.20% | Add +14.1% | 2,580,376 | $157.7M |
| Citigroup Inc. | 0.14% | Reduce -11.5% | 2,529,539 | $154.6M |
| Park Avenue Securities LLC | 1.73% | Add +30.8% | 2,517,017 | $153.8M |
| UBS Group AG | 0.04% | Add +6.9% | 2,393,727 | $146.3M |
| Wells Fargo & Company | 0.03% | Reduce -8.5% | 2,234,905 | $136.6M |
| Cullen/Frost Bankers, Inc. | 1.77% | Add +19.1% | 2,118,830 | $129.5M |
| MML Investors Services, LLC | 0.46% | Add +32.0% | 2,043,491 | $124.9M |
| Janney Montgomery Scott LLC | 0.29% | Add +31.4% | 1,696,051 | $103.6M |
| Cetera Investment Advisers | 0.22% | Add +29.8% | 1,638,677 | $100.1M |
| Stifel Financial Corp. | 0.10% | Add +11.8% | 1,628,178 | $99.5M |
| CENTRAL TRUST Co | 2.31% | Add +3.6% | 1,614,916 | $98.7M |
| Valmark Advisers, Inc. | 1.52% | Add +2.1% | 1,585,848 | $96.9M |
| Tiaa Trust, National Association | 0.28% | Add +0.9% | 1,516,273 | $92.7M |
| Composition Wealth, LLC | 2.08% | Add +2.6% | 1,470,951 | $89.9M |
| Russell Investments Group, Ltd. | 0.12% | Add +0.9% | 1,366,258 | $83.5M |
| Thrivent Financial for Lutherans | 0.15% | Add +18.1% | 1,307,252 | $79.9M |
| OneDigital Investment Advisors LLC | 0.89% | Add +25.5% | 1,277,756 | $78.1M |
| HighTower Advisors, LLC | 0.11% | Add +2.1% | 1,248,903 | $76.2M |
| Commonwealth Equity Services, LLC | 0.11% | Add +21.7% | 1,232,695 | $75.3M |
| Sanctuary Advisors, LLC | 0.48% | Add +28.6% | 1,290,473 | $75.2M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +0.5% | 1,216,491 | $74.3M |
| Old Mission Capital LLC | 1.56% | Add +107.4% | 1,165,231 | $71.2M |
| United Services Automobile Association | 1.81% | Add +3.0% | 1,162,072 | $71.0M |
| Victory Capital Management Inc. | 0.07% | Add +3.0% | 1,162,072 | $71.0M |
| Avidian Wealth Enterprises, LLC | 2.91% | Add +4.7% | 1,047,741 | $64.0M |
| Advocacy Wealth Management, LLC | 4.68% | Add +8.2% | 975,687 | $59.6M |
| Mariner, LLC | 0.09% | Add +8.3% | 875,027 | $53.5M |
| Flow Traders U.S. LLC | 2.69% | New | 867,076 | $53.0M |
| McKinley Carter Wealth Services, Inc. | 3.20% | Reduce -9.7% | 866,788 | $53.0M |
| Royal Bank of Canada | 0.01% | Add +22.5% | 840,050 | $51.3M |
| Citadel Advisors | 0.05% | Add +2127.7% | 802,558 | $49.0M |
| Permanens Capital L.P. | 9.61% | Reduce -54.3% | 774,125 | $47.3M |
| JB Capital LLC | 2.69% | Add +43.3% | 767,012 | $46.9M |
| 1ST Source Bank | 2.50% | Reduce -3.1% | 724,201 | $44.3M |
| Creative Planning | 0.04% | Reduce -7.1% | 717,339 | $43.8M |
| NewEdge Advisors, LLC | 0.28% | Add +50.6% | 715,442 | $43.7M |
| State of Wisconsin Investment Board | 0.11% | No change | 713,242 | $43.6M |
| Evoke Wealth, LLC | 1.17% | New | 702,501 | $42.9M |
| United Bank | 4.92% | Add +4.0% | 692,196 | $42.3M |
| United Capital Financial Advisors, LLC | 0.34% | Add +39.3% | 671,258 | $41.0M |
| RiverFront Investment Group, LLC | 0.96% | Add +8.6% | 668,661 | $40.9M |
| Soros Fund Management | 1.11% | No change | 642,500 | $39.3M |
| Eastern Bank | 0.69% | New | 631,340 | $38.6M |
| Osaic Holdings, Inc. | 0.08% | Add +11.5% | 607,929 | $37.2M |
| PNC Financial Services Group, Inc. | 0.02% | Add +8.5% | 604,695 | $37.0M |
| Foundations Investment Advisors, LLC | 0.77% | Add +37.5% | 598,711 | $36.6M |
| Raymond James & Associates | 0.02% | Add +0.8% | 585,048 | $35.8M |
| Baird Financial Group, Inc. | 0.07% | Reduce -3.3% | 567,889 | $34.7M |
| Harbour Investments, Inc. | 0.99% | Add +5.2% | 540,290 | $33.0M |
| Crestwood Advisors Group, LLC | 0.62% | Add +1.4% | 534,293 | $32.7M |
| Aprio Wealth Management, LLC | 5.15% | Reduce -11.8% | 527,219 | $32.2M |
| Federation des caisses Desjardins du Quebec | 0.16% | Reduce -7.7% | 517,320 | $31.6M |
| Oppenheimer Asset Management Inc. | 0.36% | Reduce -1.6% | 495,902 | $30.3M |
| W1M Asset Management Ltd | 2.31% | Add +6.7% | 476,860 | $29.1M |
| Prudential PLC | 0.15% | Add +737.0% | 474,500 | $29.0M |
| Focus Partners Wealth | 0.09% | Add +92.6% | 469,951 | $28.7M |
| Anderson Hoagland & Co. | 2.88% | Add +10.3% | 469,745 | $28.3M |
| AE Wealth Management LLC | 0.26% | Add +13.8% | 460,111 | $28.1M |
| Captrust Financial Advisors | 0.08% | Add +5.9% | 426,760 | $26.1M |
| CKW Financial Group | 3.10% | Add +0.3% | 422,459 | $25.6M |
| New Harbor Financial Group, LLC | 7.16% | Add +3.9% | 407,157 | $24.9M |
| Curi Capital, LLC | 0.56% | Reduce -0.6% | 402,656 | $24.6M |
| Sentinel Trust Co. Lba | 2.74% | No change | 393,100 | $24.0M |
| Hancock Whitney Corp. | 0.75% | Reduce -13.1% | 380,986 | $23.3M |
| Atria Investments, Inc | 0.28% | Add +17.3% | 373,807 | $22.8M |
| Scarborough Advisors, LLC | 3.64% | Add +55.5% | 368,913 | $22.5M |
| Professional Advisory Services Inc. | 2.65% | Reduce -1.1% | 360,092 | $22.0M |
| Artemis Wealth Advisors, LLC | 3.38% | Add +0.2% | 352,042 | $21.5M |
| Central Bank & Trust Co. | 2.96% | Reduce -3.9% | 351,034 | $21.5M |
| Austin Private Wealth, LLC | 2.09% | Add +56.6% | 347,044 | $21.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +49.5% | 345,869 | $21.1M |
| Syon Capital LLC | 1.87% | New | 345,844 | $21.1M |
| Strategic Investment Management, LLC | 21.37% | Add +2.8% | 333,370 | $20.4M |
| Atria Wealth Solutions, Inc. | 0.22% | Add +39.1% | 330,691 | $20.2M |
| CreativeOne Wealth, LLC | 0.68% | Add +51.5% | 329,522 | $20.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +36.7% | 322,383 | $19.7M |
| Marietta Wealth Management, LLC | 2.84% | Add +2.0% | 319,600 | $19.5M |
| Integrated Wealth Concepts LLC | 0.24% | Add +15.9% | 318,986 | $19.5M |
| GYL Financial Synergies, LLC | 1.44% | Add +1.2% | 312,642 | $19.1M |
| Agf Management Ltd. | 0.09% | Add +5.3% | 304,227 | $18.6M |
| Schroder Investment Management Group | 0.02% | Add +19.6% | 294,935 | $18.4M |
| Icon Wealth Advisors, LLC | 1.53% | Add +26.9% | 300,889 | $18.4M |
| Tradition Wealth Management, LLC | 1.58% | Add +7.4% | 290,013 | $17.7M |
| Alera Investment Advisors, LLC | 2.01% | Add +27.3% | 280,535 | $17.1M |
| Strategic Blueprint, LLC | 1.05% | Add +17.3% | 274,758 | $16.8M |
| Choreo, LLC | 0.25% | Add +116.1% | 276,453 | $16.8M |
| Affinity Capital Advisors, LLC | 3.24% | Add +12.0% | 274,034 | $16.7M |
| Legacy Financial Group LLC | 3.18% | Add +329.4% | 270,479 | $16.5M |
| Seascape Capital Management | 5.75% | Add +2.7% | 263,796 | $16.1M |
| Riversedge Advisors, LLC | 3.62% | Add +1.5% | 261,310 | $16.0M |
| Cardinal Strategic Wealth Guidance | 5.22% | Add +17.0% | 260,904 | $15.9M |
| Compton Financial Group, LLC | 4.70% | Add +3.0% | 254,682 | $15.6M |
| Compound Planning, Inc. | 0.96% | New | 252,004 | $15.4M |
| Peninsula Wealth, LLC | 2.68% | Add +3.8% | 252,510 | $15.3M |
| Carr Financial Group Corp | 4.56% | Add +23.2% | 250,113 | $15.3M |
| Prudential Financial Inc. | 0.02% | Add +34.8% | 249,012 | $15.2M |
| Truist Financial Corp. | 0.02% | Add +40.0% | 246,736 | $15.1M |
| Atlantic Edge Private Wealth Management, LLC | 4.51% | Add +7.8% | 242,270 | $14.8M |
| Greenwood Gearhart LLC | 1.22% | Add +16.1% | 239,636 | $14.6M |
| Chicago Partners Investment Group LLC | 0.52% | Reduce -1.7% | 243,464 | $14.6M |
| Alliancebernstein L.P. | 0.00% | Add +190.6% | 234,921 | $14.4M |
| CFS Investment Advisory Services, LLC | 1.20% | Add +35.4% | 234,140 | $14.3M |
| Private Advisor Group, LLC | 0.09% | Add +49.6% | 234,133 | $14.3M |
| Trail Ridge Investment Advisors, LLC | 6.80% | Add +2.5% | 237,837 | $14.3M |
| Wharton Business Group, LLC | 0.63% | New | 228,140 | $13.9M |
| Wallington Asset Management, LLC | 1.93% | Add +2.6% | 226,470 | $13.8M |
| Corient Private Wealth LP | 0.02% | Add +3.3% | 224,363 | $13.7M |
| Beam Wealth Advisors, Inc. | 4.15% | Add +3.0% | 223,844 | $13.7M |
| State of Wyoming | 1.93% | Reduce -0.1% | 221,811 | $13.6M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +20.8% | 218,702 | $13.4M |
| Orion Portfolio Solutions, LLC | 0.13% | Add +20.8% | 218,702 | $13.4M |
| Pathstone Holdings, LLC | 0.06% | Add +0.4% | 213,812 | $13.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.04% | Add +48.8% | 200,874 | $12.3M |
| First Heartland Consultants, Inc. | 1.32% | Add +2.4% | 200,543 | $12.3M |
| Horst & Graben Wealth Management LLC | 2.20% | Add +31.9% | 200,717 | $12.3M |
| Ewa, LLC | 4.38% | Add +18.7% | 214,068 | $12.3M |
| Mutual of America Capital Management LLC | 0.13% | No change | 200,000 | $12.2M |
| Heck Capital Advisors, LLC | 1.40% | Reduce -11.7% | 199,414 | $12.2M |
| Nelson Capital Management, LLC | 2.05% | Add +3.3% | 199,072 | $12.2M |
| KM Capital Management Ltd. | 6.44% | Reduce -2.3% | 197,239 | $12.1M |
| Barings LLC | 0.29% | New | 196,843 | $12.0M |
| High Falls Advisors, Inc | 2.75% | Add +37.9% | 196,641 | $12.0M |
| Kelly Financial Services LLC | 4.36% | Add +2.5% | 194,333 | $11.9M |
| West Wealth Group, LLC | 3.85% | Add +28.4% | 194,241 | $11.9M |
| Stone House Investment Management, LLC | 2.43% | Add +30.7% | 192,348 | $11.8M |
| REDW Wealth LLC | 3.00% | Reduce -4.2% | 191,535 | $11.7M |
| Bank of Montreal | 0.01% | Add +2.1% | 186,593 | $11.7M |
| Avantax Advisory Services, Inc. | 0.08% | Add +41.5% | 189,433 | $11.6M |
| Legal & General Group Plc | 0.00% | Add +70.8% | 185,200 | $11.5M |
| Wealthcare Advisory Partners LLC | 0.33% | Reduce -2.6% | 187,600 | $11.5M |
| Blue Trust, Inc. | 0.15% | Add +0.7% | 193,559 | $11.5M |
| One Wealth Advisors, LLC | 1.75% | Add +25.1% | 186,281 | $11.4M |
| Eagle Bluffs Wealth Management LLC | 6.09% | Add +1.5% | 184,972 | $11.3M |
| Townsend & Associates, Inc | 1.15% | Reduce -1.0% | 187,291 | $11.2M |
| Elevation Point Wealth Partners, LLC | 1.07% | Add +432.0% | 181,629 | $11.1M |
| SteelPeak Wealth, LLC | 0.49% | Add +48.1% | 180,842 | $11.1M |
| Nottingham Advisors, Inc. | 1.20% | Add +3.0% | 177,672 | $10.9M |
| Arkansas Financial Group, Inc. | 1.75% | Add +9.1% | 174,687 | $10.7M |
| Snowden Capital Advisors LLC | 0.32% | Add +15.6% | 173,456 | $10.6M |
| New York Life Investment Management LLC | 0.10% | Reduce -33.7% | 173,397 | $10.6M |
| Retirement Planning Group, LLC | 0.58% | Add +31.5% | 173,146 | $10.6M |
| Columbia Bank | 3.82% | Add +5.7% | 170,989 | $10.4M |
| Farther Finance Advisors, LLC | 0.39% | Add +43.0% | 169,920 | $10.4M |
| Financial Life Advisors | 3.91% | Add +9.0% | 169,563 | $10.4M |
| Perigon Wealth Management, LLC | 0.28% | Add +33.1% | 169,510 | $10.4M |
| Equitable Holdings, Inc. | 0.10% | Add +39.3% | 166,919 | $10.2M |
| Ayalon Insurance Comp Ltd. | 3.13% | Add +40.4% | 164,637 | $10.1M |
| Ancora Advisors LLC | 0.23% | Add +13.1% | 162,470 | $9.9M |
| Wambolt & Associates, LLC | 2.71% | Add +18.4% | 162,948 | $9.9M |
| Sharkey, Howes & Javer | 1.41% | Add +49.6% | 161,861 | $9.9M |
| Pettinga Financial Advisors LLC | 2.33% | Add +18.7% | 160,718 | $9.8M |
| Regimen Wealth, LLC | 3.17% | Add +0.1% | 160,215 | $9.8M |
| Trek Financial, LLC | 0.70% | Add +20.5% | 154,109 | $9.4M |
| FLC Capital Advisors | 2.16% | Add +0.9% | 153,491 | $9.4M |
| McIlrath & Eck, LLC | 1.20% | Add +12.8% | 152,724 | $9.3M |
| Penserra Capital Management LLC | 0.20% | Add +72.6% | 152,226 | $9.3M |
| Invst, LLC | 1.08% | Reduce -4.2% | 145,355 | $8.9M |
| Oarsman Capital, Inc. | 1.62% | Add +8.7% | 143,029 | $8.7M |
| Cerity Partners LLC | 0.02% | Add +108.2% | 142,699 | $8.7M |
| TRUE Private Wealth Advisors | 1.03% | Add +1350.8% | 141,921 | $8.7M |
| Wealth Alliance, LLC | 1.03% | Add +34.9% | 141,231 | $8.6M |
| Marshall Financial Group, LLC | 2.04% | Add +0.0% | 139,459 | $8.5M |
| MAI Capital Management | 0.08% | Add +0.2% | 136,061 | $8.3M |
| Wellington Management Group LLP | 0.00% | Add +83.8% | 135,307 | $8.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +83.3% | 134,995 | $8.2M |
| RFG Advisory, LLC | 0.25% | Add +2.1% | 133,166 | $8.1M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.56% | No change | 133,000 | $8.1M |
| Stonebrook Private Inc. | 2.12% | Add +58.3% | 130,864 | $8.0M |
| Physician Wealth Advisors, Inc. | 1.44% | Add +49.5% | 131,797 | $8.0M |
| ShoreHaven Wealth Partners, LLC | 3.81% | Add +19.0% | 129,217 | $7.9M |
| Darwin Wealth Management, LLC | 2.16% | Add +22.1% | 128,913 | $7.9M |
| 5th Street Advisors, LLC | 3.83% | Add +43.3% | 128,718 | $7.9M |
| Greenwood Capital Associates LLC | 1.02% | Add +12.9% | 128,542 | $7.9M |
| McAdam, LLC | 0.44% | New | 127,178 | $7.8M |
| Keystone Financial Services | 2.99% | Add +37.9% | 126,221 | $7.7M |
| Lake Street Private Wealth, LLC | 1.24% | Reduce -2.6% | 126,166 | $7.7M |
| Citizens Business Bank | 1.55% | Reduce -0.3% | 125,503 | $7.7M |
| Ashton Thomas Private Wealth, LLC | 0.41% | Reduce -0.4% | 125,259 | $7.7M |
| Raelipskie Partnership | 3.69% | Add +1.8% | 123,704 | $7.6M |
| MBL Wealth, LLC | 0.81% | Add +3.9% | 123,132 | $7.5M |
| Ullmann Wealth Partners Group, LLC | 0.97% | Add +42.6% | 122,972 | $7.5M |
| Liberty Wealth Management LLC | 1.27% | Reduce -62.5% | 122,329 | $7.5M |
| Vestor Capital, LLC | 0.59% | Reduce -2.5% | 121,835 | $7.4M |
| Capital Advisors Wealth Management, LLC | 1.36% | Add +5.9% | 120,722 | $7.4M |
| Spectrum Wealth Counsel, LLC | 0.87% | Add +8.9% | 120,595 | $7.4M |
| Concourse Financial Group Securities, Inc. | 0.44% | Add +29.1% | 120,349 | $7.4M |
| Pecaut & Co. | 2.60% | Add +3.9% | 120,202 | $7.3M |
| Courier Capital LLC | 0.50% | Add +10.1% | 119,962 | $7.3M |
| Ascent Group, LLC | 0.55% | Add +32.6% | 119,585 | $7.3M |
| Pacific Sage Partners, LLC | 1.74% | Add +1.1% | 119,583 | $7.3M |
| Regions Financial Corp. | 0.05% | Add +4.4% | 117,435 | $7.2M |
| Monterey Private Wealth, Inc. | 2.42% | Reduce -0.3% | 116,364 | $7.1M |
| Swisher Financial Concepts, Inc. | 4.47% | Add +33.2% | 118,152 | $7.1M |
| Stokes Family Office, LLC | 0.77% | Add +16.8% | 115,572 | $7.1M |
| Bare Financial Services, Inc | 2.89% | Add +27.5% | 115,218 | $7.0M |
| Graypoint LLC | 0.45% | Add +4.8% | 114,493 | $7.0M |
| Valeo Financial Advisors, LLC | 0.20% | Reduce -13.1% | 114,366 | $7.0M |
| DRW Securities, LLC | 0.38% | Add +193.1% | 114,347 | $7.0M |
| Sierra Capital LLC | 0.83% | Reduce -11.1% | 114,011 | $7.0M |
| NorthRock Partners, LLC | 0.23% | Reduce -22.6% | 112,809 | $6.9M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +279.8% | 112,623 | $6.9M |
| TSA Wealth Managment LLC | 2.76% | Add +24.0% | 112,178 | $6.9M |
| Driehaus Capital Management LLC | 0.06% | No change | 111,744 | $6.8M |
| Almanack Investment Partners, LLC. | 1.07% | Add +3.2% | 111,692 | $6.8M |
| B. Riley Wealth Advisors, Inc. | 0.19% | Add +28.7% | 112,470 | $6.8M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +34.0% | 110,605 | $6.8M |
| Randall & Associates Wealth Management | 5.50% | Add +3.2% | 109,849 | $6.7M |
| SOL Capital Management CO | 0.72% | Add +0.8% | 106,295 | $6.5M |
| Transcend Capital Advisors, LLC | 0.43% | Add +45.5% | 105,931 | $6.5M |
| Keybank National Association | 0.02% | Add +2.0% | 104,130 | $6.4M |
| Fortis Advisors, LLC | 4.12% | Add +57.9% | 103,988 | $6.4M |
| Matthew Goff Investment Advisor, LLC | 1.19% | Add +3.0% | 102,689 | $6.3M |
| Keebeck Wealth Management | 0.89% | Add +19.6% | 100,754 | $6.2M |
| GMO | 0.02% | New | 100,278 | $6.1M |
| Intelligence Driven Advisers, LLC | 0.87% | Add +24.1% | 99,680 | $6.1M |
| Detalus Advisors, LLC | 2.01% | Add +33.2% | 99,144 | $6.1M |
| Empowered Funds, LLC | 0.10% | New | 99,077 | $6.1M |
| Exencial Wealth Advisors, LLC | 0.22% | Reduce -32.6% | 98,885 | $6.0M |
| Grey Ledge Advisors, LLC | 1.55% | Add +9.5% | 98,847 | $6.0M |
| &partners | 0.12% | Add +307.2% | 96,792 | $6.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -15.2% | 94,939 | $5.8M |
| Sterling Investment Counsel, LLC | 2.05% | Add +1.8% | 94,294 | $5.8M |
| Old National Bancorp | 0.13% | Add +27.3% | 93,480 | $5.7M |
| Westover Capital Advisors, LLC | 1.09% | Add +102.7% | 92,804 | $5.7M |
| PAX Financial Group, LLC | 1.01% | Add +35.2% | 92,584 | $5.7M |
| Brookstone Capital Management | 0.08% | Add +55.4% | 92,342 | $5.6M |
| Summit X, LLC | 1.37% | Reduce -4.4% | 94,990 | $5.6M |
| Clarity Asset Management, Inc. | 3.87% | Reduce -0.6% | 91,130 | $5.6M |
| Private Advisory Group LLC | 0.68% | Add +4.5% | 88,684 | $5.4M |
| Merit Financial Group, LLC | 0.12% | Reduce -32.8% | 88,500 | $5.4M |
| Beacon Financial Group | 0.59% | Add +30.3% | 88,347 | $5.4M |
| Regal Investment Advisors LLC | 0.38% | Add +67.5% | 87,821 | $5.4M |
| Highview Capital Management LLC | 2.17% | Add +5.6% | 87,447 | $5.3M |
| Parallel Advisors, LLC | 0.12% | Reduce -63.8% | 86,409 | $5.3M |
| Quadcap Wealth Management, LLC | 0.83% | Add +21.5% | 86,351 | $5.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.56% | Add +27.2% | 85,972 | $5.3M |
| Means Investment Co., Inc. | 0.58% | Add +4.9% | 85,762 | $5.2M |
| WealthShield Partners, LLC | 0.71% | Add +32.8% | 85,585 | $5.2M |
| SlateStone Wealth, LLC | 0.47% | Add +12.0% | 84,713 | $5.2M |
| New Potomac Partners, LLC | 2.66% | Reduce -0.5% | 84,655 | $5.2M |
| Private Wealth Advisors, LLC | 2.07% | New | 83,788 | $5.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +11.0% | 82,878 | $5.1M |
| Sound Stewardship, LLC | 2.83% | Add +10.6% | 82,473 | $5.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -16.2% | 82,420 | $5.0M |
| First Horizon Advisors, Inc. | 0.14% | Add +44.3% | 81,670 | $5.0M |
| Zhang Financial LLC | 0.31% | Add +11.6% | 81,204 | $5.0M |
| Dynamic Advisor Solutions LLC | 0.15% | Reduce -17.9% | 79,703 | $4.9M |
| Avid Wealth Partners LLC | 3.40% | Add +12.6% | 78,541 | $4.8M |
| Van Hulzen Asset Management, LLC | 0.34% | Add +21.2% | 77,897 | $4.8M |
| Marks Group Wealth Management, Inc | 0.45% | Add +29.5% | 77,817 | $4.8M |
| NorthCrest Asset Manangement, LLC | 0.14% | Add +50.5% | 77,633 | $4.7M |
| Morningstar Investment Services LLC | 0.05% | Add +80.1% | 75,493 | $4.7M |
| Fiduciary Alliance LLC | 0.61% | Add +1.3% | 75,631 | $4.6M |
| Vertex Planning Partners, LLC | 1.10% | Add +12.2% | 75,371 | $4.6M |
| Montecito Bank & Trust | 0.78% | Add +6.5% | 75,218 | $4.6M |
| Apeiron RIA LLC | 1.31% | Add +23.1% | 74,543 | $4.6M |
| Y-Intercept (Hong Kong) Ltd | 0.28% | Reduce -23.0% | 73,641 | $4.5M |
| Kraft, Davis & Associates, LLC | 1.33% | Reduce -4.5% | 76,129 | $4.5M |
| Eley Financial Management, Inc | 1.79% | Add +2.5% | 72,836 | $4.5M |
| Pekin Hardy Strauss, Inc. | 0.57% | Add +5.3% | 72,692 | $4.4M |
| Foundry Financial Group, Inc. | 2.74% | Add +1.6% | 71,783 | $4.4M |
| Global Retirement Partners, LLC | 0.13% | Add +35.8% | 71,573 | $4.4M |
| Swmg, LLC | 1.80% | Add +47.4% | 75,717 | $4.4M |
| Advisory Services Network, LLC | 0.09% | No change | 72,369 | $4.3M |
| Brighton Jones LLC | 0.16% | Reduce -2.5% | 69,551 | $4.3M |
| WCG Wealth Advisors LLC | 0.28% | Add +45.6% | 68,704 | $4.2M |
| Johnson Bixby & Associates, LLC | 0.64% | New | 68,484 | $4.2M |
| Colonial Trust Advisors | 0.36% | Add +3.2% | 67,357 | $4.1M |
| Townsquare Capital LLC | 0.05% | Add +20.1% | 67,002 | $4.1M |
| Relyea Zuckerberg Hanson LLC | 0.62% | Reduce -30.7% | 66,906 | $4.1M |
| Plum Street Advisors, LLC | 2.07% | Add +5.2% | 66,828 | $4.1M |
| Bay Harbor Wealth Management, LLC | 1.33% | Add +36.1% | 66,713 | $4.1M |
| Fifth Third Wealth Advisors LLC | 0.25% | Add +7.7% | 66,200 | $4.0M |
| BCGM Wealth Management, LLC | 1.31% | Add +3.8% | 66,181 | $4.0M |
| Stratos Wealth Advisors, LLC | 0.18% | Add +36.5% | 65,328 | $4.0M |
| Certus Wealth Management, LLC | 2.73% | Add +15.2% | 64,165 | $3.9M |
| Cobblestone Asset Management LLC | 2.33% | Add +43.2% | 63,301 | $3.9M |
| Warner Financial, Inc. | 1.71% | New | 62,953 | $3.8M |
| Shelton Wealth Management, LLC | 2.18% | Reduce -9.1% | 62,827 | $3.8M |
| Waverly Advisors, LLC | 0.07% | Add +29.9% | 62,824 | $3.8M |
| LPWM LLC | 1.26% | Add +2.3% | 63,647 | $3.8M |
| Norway Savings Bank | 2.07% | Add +22.6% | 62,402 | $3.8M |
| Maia Wealth LLC | 0.94% | Add +39.1% | 63,448 | $3.8M |
| New Wave Wealth Advisors LLC | 1.74% | Reduce -0.1% | 61,946 | $3.8M |
| Heritage Oak Wealth Advisors LLC | 1.74% | New | 61,946 | $3.8M |
| Mayflower Financial Advisors, LLC | 0.57% | Add +44.0% | 61,794 | $3.8M |
| Crescent Grove Advisors, LLC | 0.38% | Add +4.5% | 61,710 | $3.8M |
| Legacy Financial Advisors, Inc. | 0.63% | Reduce -2.0% | 61,556 | $3.8M |
| Comerica Bank | 0.01% | Add +14.3% | 61,120 | $3.7M |
| TNF LLC | 1.34% | Reduce -0.8% | 62,127 | $3.7M |
| Noble Family Wealth, LLC | 1.00% | Add +4.7% | 60,980 | $3.7M |
| Quent Capital, LLC | 0.37% | Reduce -3.8% | 59,907 | $3.7M |
| SigFig Wealth Management, LLC | 0.13% | Add +34.8% | 58,542 | $3.7M |
| Quest Investment Management LLC | 0.43% | Add +49.6% | 59,834 | $3.7M |
| Cora Capital Advisors LLC | 1.78% | Add +6.9% | 59,257 | $3.6M |
| True Vision MN LLC | 2.15% | Add +40.0% | 58,862 | $3.6M |
| CoreCap Advisors, LLC | 0.17% | Add +17.9% | 58,255 | $3.6M |
| Dynamic Wealth Strategies, LLC | 2.90% | Add +0.7% | 58,242 | $3.6M |
| Assetmark, Inc. | 0.01% | Add +36.5% | 58,014 | $3.5M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +8.3% | 57,688 | $3.5M |
| IHT Wealth Management, LLC | 0.10% | Add +21.4% | 57,639 | $3.5M |
| Franklin Resources Inc. | 0.00% | Add +8.2% | 57,128 | $3.5M |
| Colonial Trust Co / SC | 0.53% | Add +85.2% | 56,455 | $3.4M |
| Fortitude Family Office, LLC | 1.37% | Add +5.3% | 56,432 | $3.4M |
| Focus Financial Network, Inc. | 0.14% | Add +32.0% | 56,408 | $3.4M |
| Keystone Financial Group | 0.44% | New | 56,114 | $3.4M |
| Kades & Cheifetz LLC | 1.93% | Add +20.4% | 55,151 | $3.4M |
| Valley National Advisers Inc. | 0.61% | Reduce -36.9% | 55,111 | $3.4M |
| Anson Capital, Inc. | 2.93% | Reduce -2.5% | 53,739 | $3.3M |
| Gen-Wealth Partners Inc | 1.43% | Add +30.8% | 55,200 | $3.3M |
| CBIZ Investment Advisory Services, LLC | 0.17% | Add +2346.0% | 53,542 | $3.3M |
| Claro Advisors Inc. | 0.41% | Add +20.2% | 52,384 | $3.2M |
| WT Wealth Management | 1.02% | Reduce -0.8% | 52,419 | $3.2M |
| High Note Wealth, LLC | 0.90% | Add +4.0% | 51,402 | $3.1M |
| Gallacher Capital Management LLC | 1.44% | Add +0.7% | 51,373 | $3.1M |
| First Hawaiian Bank | 0.10% | Add +0.7% | 51,348 | $3.1M |
| Firethorn Wealth Partners, LLC | 1.59% | Add +28.2% | 51,283 | $3.1M |
| Midwest Professional Planners, LTD. | 0.95% | Add +0.3% | 51,114 | $3.1M |
| Madrona Financial Services, LLC | 0.86% | Add +3.5% | 50,819 | $3.1M |
| Cresset Asset Management, LLC | 0.01% | Add +6.8% | 50,701 | $3.1M |
| Cypress Wealth Services, LLC | 0.63% | Add +15.6% | 49,889 | $3.0M |
| Gold Investment Management Ltd. | 1.25% | Add +0.7% | 48,687 | $3.0M |
| Legacy Edge Advisors, LLC | 0.48% | Add +294.0% | 48,846 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Add +1.9% | 48,248 | $2.9M |
| Weitzel Financial Services, Inc. | 1.37% | Add +3.1% | 47,768 | $2.9M |
| LVW Advisors, LLC | 0.37% | Add +5.9% | 47,566 | $2.9M |
| Commerce Bank | 0.02% | Reduce -0.4% | 47,513 | $2.9M |
| Ashton Thomas Securities, LLC | 0.56% | Add +42.1% | 47,178 | $2.9M |
| Spectrum Planning & Advisory Services Inc. | 2.76% | Add +56.7% | 46,967 | $2.9M |
| Simplicity Wealth,LLC | 0.26% | Add +21.7% | 46,421 | $2.8M |
| Capital Analysts, LLC | 0.11% | Add +120.3% | 46,061 | $2.8M |
| Harvest Investment Advisors, LLC | 1.91% | Add +44.5% | 46,016 | $2.8M |
| Werba Rubin Papier Wealth Management | 0.66% | Reduce -4.4% | 45,846 | $2.8M |
| Community Bank, N.A. | 0.35% | Add +16.6% | 45,682 | $2.8M |
| Balefire, LLC | 0.94% | Add +0.2% | 45,410 | $2.8M |
| Arq Wealth Advisors, LLC | 1.05% | Add +24.8% | 45,722 | $2.8M |
| Provident Co of the Employees of the Hebrew University LTD | 3.10% | No change | 45,083 | $2.8M |
| Meitav Investment House Ltd. | 0.05% | No change | 45,083 | $2.8M |
| Alpha Financial Partners LLC | 1.93% | New | 44,277 | $2.7M |
| Ehrlich Financial Group | 1.93% | Reduce -44.6% | 44,277 | $2.7M |
| Interchange Capital Partners, LLC | 0.96% | Add +51.7% | 44,257 | $2.7M |
| Forthright Family Wealth Advisory LLC | 1.71% | Add +94.7% | 45,610 | $2.7M |
| Apollon Wealth Management, LLC | 0.08% | Add +21.3% | 43,534 | $2.7M |
| Diversify Advisory Services, LLC | 0.14% | Add +0.2% | 43,749 | $2.6M |
| Sigma Planning Corp | 0.08% | Reduce -4.8% | 43,173 | $2.6M |
| Scissortail Wealth Management, LLC | 0.64% | Reduce -98.5% | 400 | $2.6M |
| Sei Investments Co. | 0.00% | No change | 42,819 | $2.6M |
| Shared Vision Wealth Group LLC | 1.39% | Add +34.0% | 42,627 | $2.6M |
| Braun-Bostich & Associates Inc. | 1.79% | Add +40.4% | 42,060 | $2.6M |
| Level Four Advisory Services, LLC | 0.11% | Add +6.2% | 43,489 | $2.6M |
| Hirtle & Co., LLC | 0.12% | Add +0.0% | 41,354 | $2.5M |
| Camden National Bank | 0.36% | Add +28.7% | 41,302 | $2.5M |
| First Citizens Bank & Trust Co. | 0.06% | Add +25.0% | 41,240 | $2.5M |
| Security Financial Services, INC. | 0.51% | Add +18.4% | 40,889 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.26% | Reduce -15.4% | 40,869 | $2.5M |
| Maryland Capital Advisors Inc. | 1.21% | Add +1.2% | 40,650 | $2.5M |
| Atlas Capital Advisors Inc. | 0.38% | Add +37.2% | 40,438 | $2.5M |
| Versant Capital Management, Inc | 0.56% | Add +5.8% | 40,165 | $2.5M |
| Verus Capital Partners, LLC | 0.24% | Add +50.5% | 40,144 | $2.5M |
| Smith Thornton Advisors LLC | 1.60% | Add +1.0% | 39,830 | $2.4M |
| Leuthold Group, LLC | 0.27% | Reduce -1.1% | 39,755 | $2.4M |
| Caldwell Trust Co | 0.25% | Add +9.0% | 39,641 | $2.4M |
| My Legacy Advisors, LLC | 0.96% | Reduce -15.4% | 39,604 | $2.4M |
| JT Stratford LLC | 0.42% | Add +10.1% | 39,583 | $2.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +4.3% | 39,001 | $2.4M |
| Glenmede Trust Co. NA | 0.01% | Add +19.3% | 38,833 | $2.4M |
| Deutsche Bank AG | 0.00% | Add +659.2% | 38,682 | $2.4M |
| NTV Asset Management LLC | 0.31% | Reduce -2.5% | 38,436 | $2.3M |
| Clal Insurance Enterprises Holdings Ltd | 0.02% | No change | 38,290 | $2.3M |
| Whalen Wealth Management Inc. | 1.65% | New | 38,251 | $2.3M |
| World Investment Advisors | 0.07% | Add +29.1% | 38,089 | $2.3M |
| Burke & Herbert Bank & Trust Co. | 0.54% | Add +3.4% | 37,985 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +44.0% | 37,370 | $2.3M |
| Wealthfront Advisers LLC | 0.01% | Add +12.3% | 37,414 | $2.3M |
| CSM Advisors, LLC | 0.15% | New | 37,123 | $2.3M |
| Atticus Wealth Management, LLC | 0.73% | Add +1.7% | 37,027 | $2.3M |
| Farrell Financial LLC | 1.58% | Add +2.0% | 37,772 | $2.2M |
| Gotham Asset Management | 0.02% | Add +7.0% | 36,595 | $2.2M |
| Eaton Financial Holdings Company, LLC | 0.91% | — | 36,588 | $2.2M |
| Whittier Trust Co. | 0.03% | Reduce -0.5% | 36,459 | $2.2M |
| Principal Securities, Inc. | 0.05% | Add +65.4% | 36,190 | $2.2M |
| Quadrant Private Wealth Management, LLC | 0.54% | Add +64.8% | 35,834 | $2.2M |
| Kickstand Ventures, Llc. | 0.54% | Add +28.1% | 34,489 | $2.1M |
| Strategic Equity Management | 0.99% | Add +55.8% | 34,294 | $2.1M |
| Triad Wealth Partners, LLC | 1.11% | New | 34,213 | $2.1M |
| Stelac Advisory Services LLC | 0.84% | Reduce -0.1% | 34,103 | $2.1M |
| Centurion Wealth Management LLC | 0.65% | — | 33,310 | $2.0M |
| AdvisorNet Financial, Inc | 0.15% | Add +33.9% | 33,218 | $2.0M |
| Hoxton Planning & Management, LLC | 0.79% | Add +48.6% | 33,177 | $2.0M |
| Analyst IMS Investment Management Services Ltd. | 0.08% | Add +30.0% | 33,130 | $2.0M |
| Passive Capital Management, LLC. | 0.70% | No change | 33,000 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.14% | Add +25.1% | 32,824 | $2.0M |
| Johnson Investment Counsel Inc. | 0.02% | Add +242.4% | 32,268 | $2.0M |
| Csenge Advisory Group | 0.10% | Add +62.4% | 32,377 | $2.0M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +36.3% | 31,756 | $1.9M |
| Theory Financial LLC | 0.85% | Add +50.0% | 32,844 | $1.9M |
| Mutual Advisors, LLC | 0.06% | Add +19.1% | 32,222 | $1.9M |
| Glen Eagle Advisors, LLC | 0.32% | Reduce -4.0% | 31,255 | $1.9M |
| Lantz Financial LLC | 0.52% | Add +29.5% | 31,220 | $1.9M |
| First Trust Bank, Ltd. | 5.38% | No change | 31,150 | $1.9M |
| SMI Advisory Services, LLC | 0.42% | Reduce -48.2% | 31,177 | $1.9M |
| Tsfg, LLC | 0.41% | Add +2.5% | 30,371 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.10% | Add +36.6% | 30,337 | $1.9M |
| Algorithmic Investment Models, LLC | 1.33% | Reduce -1.4% | 29,740 | $1.8M |
| HB Wealth Management, LLC | 0.02% | Add +4.0% | 29,695 | $1.8M |
| Fusion Family Wealth, LLC | 0.17% | Add +0.1% | 29,452 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.11% | Reduce -5.3% | 29,026 | $1.8M |
| Concord Wealth Partners | 0.30% | New | 28,972 | $1.8M |
| Twin Peaks Wealth Advisors, LLC | 0.81% | Add +73.3% | 28,903 | $1.8M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +0.0% | 28,508 | $1.7M |
| Trajan Wealth LLC | 0.10% | Reduce -87.1% | 28,141 | $1.7M |
| First Bank & Trust | 0.32% | No change | 27,895 | $1.7M |
| Quotient Wealth Partners, LLC | 0.05% | Reduce -21.2% | 27,135 | $1.7M |
| Birchcreek Wealth Management, LLC | 1.07% | Add +8.6% | 26,759 | $1.6M |
| Gateway Wealth Partners, LLC | 0.45% | Add +53.8% | 26,512 | $1.6M |
| Walter & Keenan Wealth Management LLC /in/ | 0.49% | Reduce -0.5% | 26,289 | $1.6M |
| IFG Advisory, LLC | 0.10% | Add +9.8% | 26,238 | $1.6M |
| ONE Advisory Partners, LLC | 0.69% | Reduce -1.2% | 25,897 | $1.6M |
| Lane & Associates LLC | 0.86% | New | 25,834 | $1.6M |
| FFG Retirement Advisors LLC | 1.02% | Add +0.4% | 25,728 | $1.6M |
| Mosley Wealth Management | 1.06% | Add +44.6% | 25,682 | $1.6M |
| Maxwell Wealth Strategies Inc. | 0.66% | Add +40.7% | 25,890 | $1.5M |
| Fort Point Capital Partners LLC | 0.19% | No change | 25,325 | $1.5M |
| Smartleaf Asset Management LLC | 0.19% | Add +11.9% | 24,565 | $1.5M |
| Anchor Investment Management, LLC | 0.14% | New | 24,825 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | New | 24,779 | $1.5M |
| M&T Bank Corp | 0.01% | Add +32.7% | 24,681 | $1.5M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -22.6% | 24,585 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.2% | 24,570 | $1.5M |
| Financial Advocates Investment Management | 0.08% | Add +14.4% | 24,196 | $1.5M |
| Moneywise, Inc. | 0.73% | Add +90.9% | 24,149 | $1.5M |
| Signal Advisors Wealth, LLC | 0.21% | New | 23,931 | $1.5M |
| TrinityPoint Wealth, LLC | 0.21% | Add +18.4% | 23,739 | $1.5M |
| Copperleaf Capital, LLC | 1.09% | Reduce -1.4% | 23,382 | $1.4M |
| NBT Bank, N.A. | 0.10% | Add +47.0% | 23,313 | $1.4M |
| Quarry Hill Advisors, LLC | 0.95% | Add +0.1% | 23,201 | $1.4M |
| Beckerman Institutional, LLC | 1.19% | — | 23,037 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -36.1% | 23,001 | $1.4M |
| Wealthgarden F.S. LLC | 1.37% | Add +25.8% | 22,984 | $1.4M |
| United Advisor Group, LLC | 0.32% | Add +4.5% | 22,916 | $1.4M |
| Naples Global Advisors, LLC | 0.13% | Add +9.4% | 22,624 | $1.4M |
| Provident Wealth Management, LLC | 0.47% | Reduce -2.7% | 22,575 | $1.4M |
| RCS Financial Planning, LLC | 0.77% | Add +27.5% | 22,543 | $1.4M |
| 1834 Investment Advisors Co. | 0.16% | New | 22,514 | $1.4M |
| IFP Advisors, Inc | 0.05% | Add +47.7% | 22,345 | $1.4M |
| Redwood Investment Management, LLC | 0.12% | Add +41.6% | 22,167 | $1.4M |
| Asset Dedication, LLC | 0.09% | Reduce -9.6% | 21,908 | $1.3M |
| Unique Wealth, LLC | 0.31% | New | 21,901 | $1.3M |
| ORG Partners LLC | 0.22% | Add +3.5% | 21,859 | $1.3M |
| Savant Capital, LLC | 0.01% | Add +2.6% | 21,804 | $1.3M |
| TAP Consulting, LLC | 0.26% | Reduce -34.3% | 21,460 | $1.3M |
| Bush Investment Group, LLC | 1.05% | Add +44.4% | 21,406 | $1.3M |
| Maripau Wealth Management LLC | 1.11% | Add +32.9% | 21,037 | $1.3M |
| Coldstream Capital Management Inc. | 0.03% | Add +24.5% | 20,608 | $1.3M |
| Bigelow Investment Advisors, LLC | 0.56% | Add +25.2% | 20,598 | $1.3M |
| Patron Partners, LLC | 0.69% | Add +51.3% | 20,377 | $1.2M |
| Nwam LLC | 0.08% | New | 20,300 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Reduce -33.6% | 19,995 | $1.2M |
| Partners in Financial Planning | 0.24% | Reduce -4.3% | 19,729 | $1.2M |
| AMG National Trust Bank | 0.03% | Reduce -2.0% | 19,599 | $1.2M |
| Orgel Wealth Management, LLC | 0.03% | Reduce -0.2% | 19,515 | $1.2M |
| Global Strategic Investment Solutions, LLC | 0.14% | Add +16.9% | 19,375 | $1.2M |
| Veltria Advisors Corp. | 0.46% | Add +132.4% | 19,087 | $1.2M |
| Clear Harbor Asset Management, LLC | 0.09% | Add +6.0% | 18,769 | $1.1M |
| Nvwm, LLC | 0.29% | Reduce -2.1% | 18,717 | $1.1M |
| Caprock Group, LLC | 0.04% | Reduce -19.6% | 18,641 | $1.1M |
| W Advisors, LLC | 0.70% | Add +5.7% | 18,528 | $1.1M |
| Winthrop Capital Management, LLC | 0.54% | Reduce -5.0% | 18,514 | $1.1M |
| Commonwealth Retirement Investments LLC | 0.46% | Add +42.1% | 18,107 | $1.1M |
| ERn Financial, LLC | 0.17% | Reduce -1.4% | 18,001 | $1.1M |
| Fullcircle Wealth LLC | 0.49% | Add +45.5% | 18,289 | $1.1M |
| Watershed Private Wealth LLC | 0.44% | Add +48.6% | 17,891 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | New | 17,806 | $1.1M |
| Cary Street Partners Asset Management LLC | 0.14% | Add +60.3% | 17,663 | $1.1M |
| Eq LLC | 0.54% | Add +93.7% | 17,562 | $1.1M |
| Parkside Financial Bank & Trust | 0.15% | Add +21.4% | 17,496 | $1.1M |
| WealthPLAN Partners, LLC | 0.14% | Add +46.2% | 17,454 | $1.1M |
| Venturi Wealth Management, LLC | 0.06% | Reduce -8.6% | 17,222 | $1.1M |
| Concorde Asset Management, LLC | 0.59% | Add +15.6% | 17,091 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +20.4% | 16,979 | $1.0M |
| Williams & Novak, LLC | 0.96% | Reduce -4.9% | 16,916 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.7% | 16,897 | $1.0M |
| Axiom Advisory, LLC | 0.01% | Add +1.6% | 17,152 | $1.0M |
| Rothschild Wealth LLC | 0.31% | Reduce -88.9% | 6,191 | $1.0M |
| Indiana Trust & Investment Management Co | 0.35% | Add +0.2% | 16,790 | $1.0M |
| RHS Financial, LLC | 0.52% | Add +12.7% | 16,759 | $1.0M |
| Belpointe Asset Management LLC | 0.06% | Reduce -4.2% | 16,675 | $1.0M |
| Mather Group, Llc. | 0.01% | Add +29.0% | 16,263 | $994K |
| Client 1ST Advisory Group, LLC | 0.39% | Add +60.7% | 16,224 | $991K |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Add +47.1% | 16,095 | $984K |
| BCU Wealth Advisors, LLC | 0.57% | Add +63.4% | 15,530 | $949K |
| FMR LLC | 0.00% | Add +8.5% | 15,382 | $940K |
| Campion Asset Management | 0.69% | Add +7.7% | 15,364 | $939K |
| Richard W. Paul & Associates, LLC | 0.34% | Reduce -8.8% | 15,345 | $938K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -10.9% | 15,271 | $933K |
| Cibc World Market Inc. | 0.00% | Reduce -29.8% | 15,270 | $933K |
| Wealthcare Capital Management LLC | 0.09% | Add +0.2% | 15,251 | $932K |
| Sightline Wealth Advisors, LLC | 0.51% | Add +26.3% | 15,124 | $924K |
| Sutton Place Investors LLC | 0.56% | Add +48.3% | 15,123 | $924K |
| Sovereign Financial Group, Inc. | 0.22% | Add +40.2% | 15,099 | $923K |
| Phoenix Financial Ltd. | 0.01% | Add +1.1% | 14,941 | $913K |
| Mgo One Seven LLC | 0.04% | Add +50.5% | 14,859 | $908K |
| Gilbert & Cook, Inc. | 0.12% | No change | 14,650 | $895K |
| Advus Financial Partners, LLC | 0.26% | Add +87.1% | 14,639 | $895K |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -17.1% | 14,511 | $887K |
| Betterment LLC | 0.00% | Add +26.0% | 14,447 | $883K |
| Cutter & CO Brokerage, Inc. | 0.20% | Reduce -0.8% | 14,118 | $863K |
| Apella Capital, LLC | 0.03% | Add +4.2% | 13,902 | $844K |
| Lansing Street Advisors | 0.30% | Add +14.5% | 13,444 | $822K |
| Strategic Wealth Partners, Ltd. | 0.08% | Add +9.7% | 13,298 | $813K |
| Raleigh Capital Management Inc. | 0.31% | Add +8.2% | 13,282 | $812K |
| Brown Advisory Inc. | 0.00% | Add +2.0% | 13,194 | $806K |
| Private Trust Co. NA | 0.08% | Reduce -5.8% | 13,174 | $805K |
| Creative Financial Designs Inc. | 0.07% | Add +23.8% | 13,173 | $805K |
| Clear Creek Financial Management, LLC | 0.09% | Add +18.2% | 12,975 | $793K |
| Telos Capital Management, Inc. | 0.08% | Reduce -2.6% | 12,822 | $784K |
| Manhattan West Asset Management, LLC | 0.20% | Add +32.1% | 12,555 | $767K |
| LifePlan Investment Advisors, Inc. | 0.49% | Add +29.7% | 12,520 | $765K |
| FFT Wealth Management LLC | 0.06% | Add +15.8% | 12,478 | $763K |
| Bessemer Group Inc. | 0.00% | No change | 12,466 | $762K |
| Strategic Financial Concepts, LLC | 0.24% | Reduce -98.3% | 12,451 | $761K |
| National Philanthropic Trust | 0.01% | No change | 12,354 | $755K |
| Wedmont Private Capital | 0.04% | No change | 12,571 | $753K |
| Keudell/Morrison Wealth Management | 0.20% | No change | 12,310 | $752K |
| Cardiff Park Advisors, LLC | 0.07% | No change | 12,124 | $741K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -6.0% | 11,933 | $729K |
| PBMares Wealth Management LLC | 0.15% | Add +184.4% | 11,893 | $727K |
| Revisor Wealth Management LLC | 0.45% | New | 11,892 | $727K |
| Merkkuri Wealth Advisors LLC | 0.57% | Add +60.1% | 11,855 | $724K |
| Spire Wealth Management | 0.02% | Add +11.8% | 11,813 | $722K |
| Breakwater Capital Group | 0.14% | Reduce -3.3% | 11,737 | $717K |
| LexAurum Advisors, LLC | 0.16% | Add +17.6% | 11,572 | $707K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -3.5% | 11,424 | $698K |
| WR Wealth Planners, LLC | 0.19% | Add +54.3% | 11,261 | $688K |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +0.4% | 11,253 | $688K |
| MA Private Wealth | 0.13% | Add +13.1% | 11,103 | $679K |
| Centaurus Financial, Inc. | 0.04% | Add +196.2% | 10,961 | $670K |
| New Republic Capital, LLC | 0.38% | Add +9.3% | 10,955 | $669K |
| Pure Financial Advisors, LLC | 0.02% | Add +0.3% | 10,940 | $669K |
| Aveo Capital Partners, LLC | 0.07% | Add +3.7% | 10,897 | $666K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 10,838 | $662K |
| Fiduciary Trust Co | 0.01% | Add +41.4% | 10,796 | $660K |
| Horan Capital Advisors, LLC. | 0.22% | Reduce -3.0% | 10,665 | $652K |
| Arkadios Wealth Advisors | 0.04% | Add +20.4% | 10,624 | $649K |
| Hutchens & Kramer Investment Management Group, LLC | 0.35% | Add +65.4% | 10,490 | $637K |
| Resurgent Financial Advisors LLC | 0.37% | Add +13.4% | 10,393 | $635K |
| Clearview Wealth Advisors LLC | 0.49% | Add +14.8% | 10,381 | $634K |
| Empower Advisory Group, LLC | 0.00% | Reduce -13.6% | 10,344 | $632K |
| Aspire Wealth Management Corp | 0.34% | Add +38.5% | 10,343 | $632K |
| EP Wealth Advisors, LLC | 0.01% | Add +20.5% | 10,222 | $625K |
| Haverford Trust Co | 0.01% | No change | 10,184 | $622K |
| Objective Capital Management, LLC | 0.36% | — | 10,143 | $620K |
| Hanover Advisors Inc. | 0.25% | Reduce -0.8% | 9,926 | $607K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -0.8% | 9,837 | $601K |
| Aspire Private Capital, LLC | 0.14% | Add +49.7% | 9,712 | $593K |
| Canal Capital Management, LLC | 0.09% | Add +49.2% | 9,706 | $593K |
| Mission Wealth Management, LP | 0.01% | Add +19.9% | 9,652 | $590K |
| Princeton Global Asset Management LLC | 0.11% | Add +1884.2% | 9,643 | $589K |
| Wedbush Securities Inc. | 0.02% | Reduce -5.7% | 9,538 | $583K |
| Lifeworks Advisors, LLC | 0.11% | Add +34.7% | 9,489 | $580K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -7.3% | 9,367 | $572K |
| AQR Capital Management | 0.00% | New | 9,367 | $572K |
| Cosner Financial Group, LLC | 0.37% | New | 9,361 | $572K |
| Ashford Advisors, LLC | 0.13% | No change | 9,358 | $572K |
| Foster Group, Inc. | 0.02% | Reduce -5.0% | 9,281 | $567K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.9% | 9,239 | $565K |
| Panoramic Investment Advisors, LLC | 0.39% | — | 9,214 | $563K |
| F&V Capital Management, LLC | 0.14% | No change | 9,135 | $558K |
| Catalyst Financial Partners LLC | 0.11% | Add +17.3% | 9,116 | $557K |
| Lanark Financial, Inc. | 0.05% | Reduce -1.9% | 9,057 | $553K |
| Beacon Financial Advisory LLC | 0.19% | Add +38.4% | 9,047 | $553K |
| Absolute Capital Management, LLC | 0.33% | Add +32.8% | 9,046 | $553K |
| VestGen Investment Management | 0.15% | Add +45.8% | 9,012 | $551K |
| Vanguard Group Inc. | 0.00% | New | 9,004 | $550K |
| Synovus Financial Corp. | 0.01% | Add +0.1% | 9,001 | $550K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -18.5% | 8,849 | $541K |
| OLIO Financial Planning | 0.23% | No change | 9,692 | $538K |
| Denver Wealth Management, Inc. | 0.25% | Add +2.7% | 8,781 | $537K |
| Portland Global Advisors LLC | 0.07% | Add +0.6% | 8,746 | $534K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.1% | 8,694 | $531K |
| Modern Wealth Management, LLC | 0.03% | Add +57.9% | 8,660 | $529K |
| Vident Advisory, LLC | 0.01% | Add +7.2% | 8,586 | $525K |
| Beaird Harris Wealth Management, LLC | 0.05% | Add +21782.0% | 8,534 | $522K |
| Clearstead Advisors, LLC | 0.01% | No change | 8,469 | $518K |
| Emergent Wealth Advisors, LLC | 0.38% | Add +93.8% | 8,399 | $513K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +5.7% | 8,361 | $511K |
| Perennial Investment Advisors, LLC | 0.07% | New | 8,314 | $508K |
| TFO Wealth Partners, LLC | 0.10% | Add +0.5% | 8,307 | $508K |
| Marathon Strategic Advisors, LLC | 0.53% | New | 8,136 | $497K |
| Waterloo Capital, L.P. | 0.05% | Reduce -9.4% | 7,990 | $488K |
| Mittelman Wealth Management | 0.28% | Add +6.8% | 7,989 | $488K |
| Catalina Capital Group, LLC | 0.17% | Add +41.8% | 7,971 | $487K |
| Western Wealth Management, LLC | 0.03% | Add +12.8% | 7,927 | $484K |
| SJS Investment Consulting Inc. | 0.08% | No change | 7,807 | $477K |
| Exchange Capital Management, Inc. | 0.08% | Reduce -4.2% | 7,714 | $471K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +58.4% | 7,708 | $471K |
| Marshall Wace, LLP | 0.00% | Reduce -97.1% | 7,692 | $470K |
| Marcum Wealth, LLC | 0.04% | Reduce -1.2% | 7,641 | $467K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -43.4% | 7,552 | $461K |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0.06% | No change | 7,500 | $458K |
| UMB Bank, n.a. | 0.01% | Add +0.9% | 7,484 | $457K |
| Stonebridge Financial Planning Group, LLC | 0.22% | Reduce -3.8% | 7,445 | $455K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +21.7% | 7,350 | $449K |
| Root Financial Partners, LLC | 0.07% | Reduce -24.8% | 7,296 | $446K |
| Arcadia Wealth Management, LLC | 0.23% | Add +24.5% | 7,295 | $446K |
| Source Financial Advisors LLC | 0.13% | Reduce -3.5% | 7,243 | $443K |
| OMNI 360 Wealth, Inc. | 0.30% | Add +19.0% | 7,215 | $441K |
| ARK & TLK Investments, LLC | 0.15% | No change | 7,082 | $433K |
| Morling Financial Advisors, LLC | 0.16% | Add +45.2% | 6,672 | $408K |
| Accelerate Investment Advisors LLC | 0.40% | — | 6,669 | $408K |
| Sage Financial Group Inc. | 0.03% | Reduce -0.8% | 6,579 | $402K |
| Dana Investment Advisors, Inc. | 0.01% | Add +21.5% | 6,444 | $394K |
| PDS Planning, Inc | 0.04% | Reduce -8.5% | 6,407 | $392K |
| Semmax Financial Advisors Inc. | 0.11% | Add +37.2% | 6,752 | $391K |
| Cooper Financial Group | 0.05% | New | 6,404 | $391K |
| Heartwood Wealth Advisors LLC | 0.04% | Add +9.6% | 6,396 | $391K |
| American Investment Services, Inc. | 0.07% | No change | 6,370 | $389K |
| FWG Investments, LLC. | 0.34% | Add +26.7% | 6,355 | $388K |
| Dentgroup LLC | 0.29% | Add +6.1% | 6,345 | $388K |
| Vermillion & White Wealth Management Group, LLC | 0.29% | Add +4.3% | 6,335 | $387K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -4.9% | 6,274 | $383K |
| Vontobel Holding Ltd. | 0.00% | Reduce -21.8% | 6,266 | $383K |
| Quadrant Capital Group LLC | 0.03% | No change | 6,137 | $375K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 6,119 | $374K |
| Journey Strategic Wealth LLC | 0.01% | Add +33.1% | 6,085 | $372K |
| Semus Wealth Partners LLC | 0.26% | Add +58.4% | 6,046 | $369K |
| Signaturefd, LLC | 0.01% | Add +0.7% | 6,008 | $367K |
| Citizens Financial Group Inc. | 0.01% | Add +1.1% | 5,962 | $364K |
| Latitude Advisors, LLC | 0.20% | Add +41.9% | 5,898 | $360K |
| LGT Financial Advisors LLC | 0.88% | Add +49.4% | 5,864 | $359K |
| Lantern Wealth Advisors, LLC | 0.25% | Add +39.8% | 5,861 | $358K |
| Ironwood Investment Management LLC | 0.17% | Add +63.7% | 5,837 | $357K |
| Personal Cfo Solutions, LLC | 0.05% | Add +28.8% | 5,744 | $351K |
| FineMark National Bank & Trust | 0.01% | New | 5,679 | $347K |
| Raymond James Trust N.A. | 0.01% | Add +6.6% | 5,675 | $347K |
| Sound Income Strategies, LLC | 0.02% | Reduce -11.4% | 5,654 | $345K |
| Elevated Capital Advisors, LLC | 0.09% | New | 5,532 | $338K |
| Magnus Financial Group LLC | 0.03% | Add +53.6% | 5,532 | $338K |
| Bison Wealth, LLC | 0.05% | Reduce -3.2% | 5,499 | $336K |
| Lavaca Capital LLC | 0.16% | New | 5,489 | $335K |
| Lloyd Advisory Services, LLC. | 0.16% | Reduce -12.8% | 5,468 | $334K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | No change | 5,333 | $326K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 5,290 | $323K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -4.5% | 5,269 | $322K |
| Altfest L J & Co. Inc. | 0.04% | Add +0.1% | 5,251 | $321K |
| Greenleaf Trust | 0.00% | Add +0.1% | 5,251 | $321K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -18.5% | 5,200 | $318K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 5,200 | $318K |
| SageView Advisory Group, LLC | 0.02% | Reduce -21.3% | 5,176 | $316K |
| Basso Capital Management, L.P. | 0.29% | Add +28.8% | 5,150 | $315K |
| MSH Capital Advisors LLC | 0.10% | New | 5,126 | $313K |
| Alterna Wealth Management, Inc. | 0.28% | Add +20.6% | 5,063 | $309K |
| Flputnam Investment Management Co. | 0.01% | Add +35.1% | 5,005 | $306K |
| Quantinno Capital Management LP | 0.00% | New | 5,004 | $306K |
| Athena Investment Management | 0.17% | No change | 4,959 | $303K |
| DF Dent & Co. Inc. | 0.00% | No change | 4,930 | $301K |
| Greenwich Wealth Management LLC | 0.02% | No change | 4,902 | $300K |
| Fulcrum Equity Management | 0.25% | Add +33.1% | 4,884 | $298K |
| RDA Financial Network | 0.09% | Add +17.4% | 4,877 | $298K |
| Millennium Management | 0.00% | New | 4,860 | $297K |
| Tempus Wealth Planning, LLC | 0.11% | New | 4,792 | $293K |
| Herold Advisors, Inc. | 0.06% | New | 4,690 | $287K |
| Mills Wealth Advisors LLC | 0.20% | Add +0.2% | 4,664 | $285K |
| PFG Advisors | 0.02% | Reduce -47.2% | 4,580 | $280K |
| Guardian Wealth Advisors, LLC | 0.17% | New | 4,575 | $280K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -17.6% | 4,566 | $279K |
| Allie Family Office LLC | 0.15% | No change | 4,542 | $278K |
| Verdence Capital Advisors LLC | 0.02% | No change | 4,536 | $277K |
| Sachetta, LLC | 0.11% | No change | 4,500 | $275K |
| Sheets Smith Wealth Management | 0.03% | Add +1.6% | 4,496 | $275K |
| Guidance Point Advisors, LLC | 0.08% | New | 4,495 | $275K |
| Fifth Third Securities, Inc. | 0.03% | Add +1.8% | 4,483 | $274K |
| Kingsview Wealth Management, LLC | 0.01% | New | 4,450 | $272K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -67.7% | 4,423 | $270K |
| Accel Wealth Management | 0.10% | Reduce -4.4% | 4,392 | $268K |
| Tenon Financial LLC | 0.18% | Add +29.9% | 4,391 | $268K |
| Schrum Private Wealth Management LLC | 0.14% | New | 4,362 | $267K |
| Moors & Cabot, Inc. | 0.01% | Reduce -12.7% | 4,281 | $262K |
| Squarepoint Ops LLC | 0.00% | New | 4,262 | $260K |
| Independent Financial Group, LLC | 0.01% | New | 4,225 | $258K |
| Bridge Creek Capital Management LLC | 0.08% | Add +23.0% | 4,167 | $255K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -36.5% | 4,166 | $255K |
| Avion Wealth | 0.07% | No change | 4,142 | $253K |
| Freedom Investment Management, Inc. | 0.02% | New | 4,108 | $251K |
| Buttonwood Financial Group, LLC | 0.15% | New | 4,106 | $251K |
| Wintrust Investments LLC | 0.18% | Reduce -89.5% | 4,091 | $250K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 4,053 | $248K |
| Inscription Capital, LLC | 0.04% | No change | 4,050 | $247K |
| World Equity Group, Inc. | 0.09% | New | 4,046 | $247K |
| Pinion Investment Advisors, LLC | 0.10% | New | 4,010 | $245K |
| Narus Financial Partners, LLC | 0.09% | New | 4,000 | $244K |
| Phraction Management LLC | 0.09% | No change | 3,960 | $242K |
| Buffington Mohr McNeal | 0.04% | No change | 3,950 | $241K |
| First National Bank of Mount Dora, Trust Investment Services | 0.05% | No change | 3,932 | $240K |
| Oliver Lagore Vanvalin Investment Group | 0.06% | Add +34.7% | 3,920 | $240K |
| Goldstein Advisors, LLC | 0.04% | New | 3,916 | $239K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 3,877 | $237K |
| Jackson Creek Investment Advisors LLC | 0.07% | No change | 3,828 | $234K |
| Hudson Value Partners, LLC | 0.09% | No change | 3,800 | $232K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.4% | 3,797 | $232K |
| Full Sail Capital, LLC | 0.01% | Reduce -0.3% | 3,794 | $232K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Reduce -44.2% | 3,771 | $230K |
| LMCG Investments, LLC | 0.01% | Reduce -0.8% | 3,740 | $229K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -10.0% | 3,740 | $229K |
| Two West Capital Advisors LLC | 0.18% | New | 3,724 | $228K |
| Northwest Wealth Management, LLC | 0.05% | No change | 3,721 | $227K |
| Quartz Partners, LLC | 0.14% | — | 3,619 | $221K |
| Howard Financial Services, LTD. | 0.03% | No change | 3,579 | $219K |
| Invera Wealth Advisors, LLC | 0.22% | Add +5.1% | 3,623 | $218K |
| LFA - Lugano Financial Advisors SA | 0.15% | No change | 3,547 | $217K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -2.4% | 3,536 | $216K |
| Qube Research & Technologies Ltd | 0.00% | New | 3,535 | $216K |
| Western Financial Corp | 0.12% | New | 3,526 | $215K |
| Conning Inc. | 0.01% | New | 3,499 | $214K |
| D'Orazio & Associates, Inc. | 0.03% | New | 3,462 | $212K |
| Central Pacific Bank - Trust Division | 0.03% | No change | 3,460 | $211K |
| Brandywine Oak Private Wealth LLC | 0.02% | Reduce -10.5% | 3,445 | $211K |
| DAVENPORT & Co LLC | 0.00% | Reduce -52.4% | 3,419 | $209K |
| Prospera Financial Services Inc | 0.01% | Reduce -81.5% | 3,414 | $209K |
| WNY Asset Management, LLC | 0.02% | New | 3,335 | $204K |
| Trademark Financial Management, LLC | 0.16% | Reduce -18.8% | 3,295 | $201K |
| American National Bank & Trust | 0.02% | Reduce -1.6% | 3,175 | $194K |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.0% | 3,063 | $187K |
| Ramirez Asset Management, Inc. | 0.03% | Reduce -6.5% | 2,946 | $180K |
| Gilliland Jeter Wealth Management LLC | 0.05% | Add +53.5% | 2,706 | $165K |
| Cape Investment Advisory, Inc. | 0.07% | Add +173.4% | 2,690 | $164K |
| BigSur Wealth Management LLC | 0.05% | New | 2,690 | $164K |
| Ascentis Independent Advisors | 0.02% | New | 2,602 | $159K |
| Bogart Wealth, LLC | 0.01% | Add +1.4% | 2,559 | $156K |
| Continuum Advisory, LLC | 0.02% | Add +91.7% | 2,624 | $150K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 2,442 | $149K |
| Carolinas Wealth Consulting LLC | 0.03% | No change | 2,427 | $148K |
| TD Private Client Wealth LLC | 0.00% | Reduce -0.7% | 2,407 | $147K |
| First PREMIER Bank | 0.04% | Add +59.6% | 2,410 | $147K |
| Larson Financial Group LLC | 0.01% | Add +7.7% | 2,333 | $143K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.6% | 2,085 | $127K |
| Allworth Financial LP | 0.00% | Reduce -15.0% | 2,058 | $126K |
| Bank of New Hampshire | 0.03% | No change | 2,055 | $126K |
| Abound Wealth Management | 0.04% | No change | 2,015 | $123K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 1,931 | $118K |
| Global Financial Private Client, LLC | 0.05% | Add +32.8% | 1,891 | $116K |
| FinTrust Capital Advisors, LLC | 0.02% | Reduce -15.5% | 1,887 | $115K |
| Bangor Savings Bank | 0.01% | No change | 1,802 | $110K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,700 | $104K |
| SYM FINANCIAL Corp | 0.01% | New | 1,672 | $102K |
| Reston Wealth Management LLC | 0.04% | New | 1,637 | $100K |
| Criterion Capital Advisors, LLC | 0.06% | No change | 1,665 | $99K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 1,569 | $96K |
| Kings Path Partners LLC | 0.04% | Add +1.4% | 1,566 | $96K |
| Authentikos Wealth Advisory, LLC | 0.08% | New | 1,363 | $83K |
| REAP Financial Group, LLC | 0.02% | Add +29.8% | 1,354 | $83K |
| EnRich Financial Partners LLC | 0.03% | No change | 1,349 | $82K |
| Avior Wealth Management, LLC | 0.00% | Reduce -11.6% | 1,246 | $76K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,228 | $74K |
| TFC Financial Management, Inc. | 0.01% | New | 1,110 | $68K |
| Zions Bancorporation, N.A. | 0.00% | No change | 1,105 | $68K |
| Hollencrest Capital Management | 0.00% | No change | 1,071 | $65K |
| Bell Investment Advisors, Inc | 0.01% | No change | 1,043 | $64K |
| Wolff Wiese Magana LLC | 0.04% | Add +63.9% | 975 | $60K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 928 | $57K |
| Red Tortoise LLC | 0.03% | No change | 913 | $56K |
| Headlands Technologies LLC | 0.01% | New | 905 | $55K |
| Annapolis Financial Services, LLC | 0.02% | No change | 838 | $51K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +17.3% | 814 | $50K |
| CarsonAllaria Wealth Management, Ltd. | 0.03% | No change | 805 | $49K |
| TCTC Holdings, LLC | 0.00% | No change | 790 | $48K |
| Financial Perspectives, Inc | 0.02% | No change | 716 | $44K |
| Arlington Trust Co LLC | 0.01% | No change | 696 | $43K |
| Albion Financial Group | 0.00% | No change | 695 | $42K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -22.2% | 690 | $41K |
| Rice Partnership, LLC | 0.01% | Add +2.8% | 655 | $40K |
| Fifth Third Bancorp | 0.00% | Add +106.0% | 618 | $38K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 592 | $36K |
| Cedar Wealth Management, LLC | 0.01% | No change | 590 | $36K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 576 | $35K |
| Tucker Asset Management LLC | 0.01% | Reduce -35.5% | 557 | $34K |
| JFS Wealth Advisors, LLC | 0.00% | Add +51.2% | 505 | $31K |
| Private Capital Management LLC | 0.01% | New | 504 | $31K |
| Biltmore Family Office, LLC | 0.01% | No change | 500 | $31K |
| GAMMA Investing LLC | 0.00% | No change | 432 | $26K |
| Grove Bank & Trust | 0.00% | Reduce -44.9% | 430 | $26K |
| Country Trust Bank | 0.00% | No change | 424 | $26K |
| Davis Capital Management | 0.02% | New | 381 | $23K |
| Activest Wealth Management | 0.01% | New | 370 | $23K |
| Trust Co | 0.00% | New | 370 | $23K |
| Element Wealth, LLC | 0.01% | Add +190.5% | 366 | $22K |
| Founders Financial Alliance, LLC | 0.01% | Add +157.5% | 327 | $20K |
| Rothschild Investment LLC | 0.00% | No change | 320 | $20K |
| Wells Financial Advisors INC | 0.03% | Reduce -96.7% | 309 | $19K |
| Sandy Spring Bank | 0.00% | No change | 304 | $19K |
| Tower View Wealth Management LLC | 0.01% | New | 256 | $16K |
| Lindbrook Capital, LLC | 0.00% | New | 233 | $14K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -40.0% | 231 | $14K |
| Grand Wealth Management, LLC | 0.01% | New | 220 | $13K |
| FWL Investment Management, LLC | 0.01% | Reduce -4.4% | 219 | $13K |
| Geneos Wealth Management Inc. | 0.00% | New | 204 | $12K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -58.7% | 201 | $12K |
| Beacon Capital Management, LLC | 0.00% | Add +3680.0% | 189 | $12K |
| Peterson Financial Group, Inc. | 0.04% | New | 173 | $11K |
| Arax Advisory Partners | 0.00% | No change | 170 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 167 | $10K |
| SYSTM Wealth Solutions LLC | 0.30% | — | 164 | $10K |
| Evermay Wealth Management LLC | 0.00% | New | 149 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | Add +101.4% | 145 | $9K |
| Covestor Ltd | 0.01% | Add +8.6% | 126 | $8K |
| North Star Investment Management Corp. | 0.00% | New | 120 | $7K |
| JNBA Financial Advisors | 0.00% | Add +15.7% | 118 | $7K |
| Chesapeake Asset Management LLC | 0.01% | Add +12.5% | 117 | $7K |
| Operose Advisors LLC | 0.00% | New | 115 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 112 | $7K |
| Caitlin John, LLC | 0.00% | No change | 117 | $7K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 100 | $6K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 103 | $6K |
| Smithfield Trust Co | 0.00% | No change | 104 | $6K |
| Hobbs Group Advisors, LLC | 0.00% | New | 78 | $5K |
| Eagle Bay Advisors LLC | 0.00% | No change | 74 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.7% | 59 | $4K |
| Financial Gravity Companies, Inc. | 0.00% | — | 60 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 60 | $4K |
| First Financial Corp. | 0.00% | No change | 52 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 52 | $3K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 51 | $3K |
| Missouri Trust & Investment Co | 0.00% | New | 46 | $3K |
| Family Asset Management, LLC | 0.00% | New | 45 | $3K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 45 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | Add +122.2% | 40 | $2K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 35 | $2K |
| Crewe Advisors LLC | 0.00% | No change | 32 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | New | 27 | $2K |
| West Paces Advisors Inc. | 0.00% | No change | 25 | $2K |
| FPC Investment Advisory, Inc. | 0.00% | No change | 25 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 18 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 14 | $863 |
| Phillips Financial Management, LLC | 0.00% | No change | 12 | $740 |
| Howe & Rusling Inc. | 0.00% | New | 10 | $612 |
| American Capital Advisory, LLC | 0.00% | New | 6 | $367 |
| Tidemark, LLC | 0.00% | No change | 4 | $247 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 4 | $245 |
| EPG Wealth Management LLC | 0.00% | New | 4 | $244 |
| GoalVest Advisory LLC | 0.00% | Reduce -98.3% | 4 | $244 |
| Resources Management Corp. /CT/ | 0.00% | No change | 3 | $0 |
| Centerpoint Advisors, LLC | 0.00% | New | 5 | $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.