iShares MSCI Emr MRK Ex ChnaEMXCETF
13F holders, Q1 2025 (March 31)872holders −42
63new positions
98sold out
4famous investors
$55.09avg. 13F price*
At the end of Q1 2025, 872 institutions reported holding iShares MSCI Emr MRK Ex Chna (EMXC) in their 13F filings, down 42 from Q4 2024. 63 opened new positions and 98 sold out. The largest holders were Envestnet Asset Management Inc. ($1.3B), Bank of America Corp. ($922.2M) and Bank of New York Mellon Corp ($582.1M). 4 famous investors held it, including George Soros (0.5% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $717.8M |
| Exits | 98 | $306.3M |
All 13F filers, Q4 2024 → Q1 2025: 26,037,887 shares bought and 44,785,855 shares sold, net −18,747,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 872 holders
| Envestnet Asset Management Inc. | 0.41% | Reduce -19.7% | 23,065,427 | $1.3B |
| Bank of America Corp. | 0.08% | Reduce -12.7% | 16,739,212 | $922.2M |
| Bank of New York Mellon Corp | 0.12% | Add +1.6% | 10,566,782 | $582.1M |
| BlackRock, Inc. | 0.01% | Add +133.8% | 8,861,548 | $488.2M |
| LPL Financial LLC | 0.18% | Reduce -16.8% | 8,622,592 | $475.0M |
| JPMorgan Chase & Co. | 0.03% | Reduce -53.2% | 6,797,205 | $374.5M |
| Ameriprise Financial Inc. | 0.10% | Reduce -7.8% | 6,693,275 | $368.7M |
| Northern Trust Corp. | 0.05% | Reduce -7.9% | 6,302,868 | $347.2M |
| Morgan Stanley | 0.02% | Reduce -14.5% | 6,172,788 | $340.1M |
| United Services Automobile Association | 9.03% | New | 5,316,622 | $293.4M |
| Victory Capital Management Inc. | 0.30% | New | 5,316,622 | $292.9M |
| Northwestern Mutual Wealth Management Co. | 0.24% | Add +7.4% | 5,229,221 | $288.1M |
| Richard Bernstein Advisors LLC | 6.93% | Reduce -26.8% | 5,198,486 | $286.4M |
| Partners Capital Investment Group, LLP | 3.73% | Add +12.2% | 4,000,438 | $220.4M |
| Cullen/Frost Bankers, Inc. | 1.90% | Add +8.3% | 2,457,140 | $135.4M |
| Cwm, LLC | 0.54% | Reduce -12.4% | 2,454,794 | $135.2M |
| Wells Fargo & Company | 0.03% | Add +2.4% | 2,351,246 | $129.5M |
| US Bancorp \de | 0.17% | Reduce -4.4% | 2,294,136 | $126.4M |
| UBS Group AG | 0.03% | Add +3.4% | 2,284,830 | $125.9M |
| Envestnet Portfolio Solutions, Inc. | 0.48% | Reduce -42.0% | 2,260,417 | $124.5M |
| Park Avenue Securities LLC | 1.45% | Reduce -20.9% | 2,147,305 | $118.3M |
| MML Investors Services, LLC | 0.34% | Reduce -17.8% | 1,839,414 | $101.3M |
| Valmark Advisers, Inc. | 1.45% | Add +2.7% | 1,738,666 | $95.8M |
| Cetera Investment Advisers | 0.18% | Reduce -6.5% | 1,672,027 | $92.1M |
| Stifel Financial Corp. | 0.10% | Reduce -3.0% | 1,665,352 | $91.7M |
| Janney Montgomery Scott LLC | 0.25% | Reduce -10.9% | 1,580,241 | $87.1M |
| CENTRAL TRUST Co | 2.12% | Reduce -5.1% | 1,562,245 | $86.1M |
| Composition Wealth, LLC | 1.63% | Add +5.3% | 1,480,996 | $81.6M |
| Russell Investments Group, Ltd. | 0.11% | Add +6.3% | 1,424,609 | $78.5M |
| Johns Hopkins University | 2.96% | No change | 1,423,744 | $78.4M |
| HighTower Advisors, LLC | 0.09% | Add +0.2% | 1,212,161 | $66.8M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -9.1% | 1,173,208 | $64.6M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.8% | 1,156,363 | $63.7M |
| Royal Bank of Canada | 0.01% | Add +28.5% | 1,107,750 | $61.0M |
| Advocacy Wealth Management, LLC | 4.11% | Add +2.5% | 1,094,409 | $60.3M |
| Eastern Bank | 1.15% | Add +66.0% | 1,064,902 | $58.7M |
| Sanctuary Advisors, LLC | 0.39% | Reduce -22.1% | 1,011,419 | $55.7M |
| Tiaa Trust, National Association | 0.17% | Reduce -35.7% | 965,182 | $53.2M |
| Avidian Wealth Enterprises, LLC | 2.31% | Reduce -10.7% | 942,273 | $51.9M |
| OneDigital Investment Advisors LLC | 0.58% | Reduce -30.3% | 892,646 | $49.2M |
| Creative Planning | 0.05% | Add +22.5% | 876,973 | $48.3M |
| Mariner, LLC | 0.08% | Reduce -7.6% | 839,209 | $46.2M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -51.3% | 776,240 | $44.8M |
| Old Mission Capital LLC | 0.85% | Reduce -53.7% | 800,394 | $44.1M |
| RiverFront Investment Group, LLC | 0.95% | Add +10.2% | 772,553 | $42.6M |
| NewEdge Advisors, LLC | 0.25% | Reduce -17.9% | 763,340 | $42.1M |
| United Bank | 5.27% | Add +6.8% | 752,241 | $41.4M |
| State of Wisconsin Investment Board | 0.11% | No change | 737,942 | $40.7M |
| Osaic Holdings, Inc. | 0.09% | Add +0.8% | 728,027 | $40.1M |
| 1ST Source Bank | 2.36% | Add +0.4% | 726,756 | $40.0M |
| Foundations Investment Advisors, LLC | 0.72% | Add +0.5% | 705,636 | $38.9M |
| Hancock Whitney Corp. | 1.25% | Add +51.5% | 696,189 | $38.4M |
| JB Capital LLC | 2.11% | Reduce -19.9% | 694,121 | $38.2M |
| Mercer Global Advisors Inc. | 0.09% | Add +84.1% | 693,485 | $38.2M |
| Evoke Wealth, LLC | 0.98% | Reduce -0.9% | 683,358 | $37.6M |
| Hughes Financial Services, LLC | 7.32% | Add +3.2% | 676,018 | $37.4M |
| Integrated Wealth Concepts LLC | 0.41% | Add +40.5% | 645,313 | $35.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +200.2% | 644,246 | $35.5M |
| Jane Street Group, LLC | 0.06% | Add +130.8% | 617,347 | $34.0M |
| Aprio Wealth Management, LLC | 4.19% | Add +6.3% | 607,040 | $33.4M |
| United Capital Financial Advisors, LLC | 0.28% | Reduce -14.1% | 587,448 | $32.4M |
| PNC Financial Services Group, Inc. | 0.02% | Add +0.1% | 585,098 | $32.2M |
| Merit Financial Group, LLC | 0.47% | Add +165.3% | 563,746 | $31.1M |
| Focus Partners Wealth | 0.08% | Reduce -32.0% | 544,184 | $30.0M |
| Baird Financial Group, Inc. | 0.06% | Add +2.1% | 537,984 | $29.6M |
| Federation des caisses Desjardins du Quebec | 0.14% | Reduce -8.9% | 522,698 | $28.8M |
| Oppenheimer Asset Management Inc. | 0.34% | Reduce -0.7% | 500,815 | $27.6M |
| Flow Traders U.S. LLC | 1.10% | New | 471,214 | $26.0M |
| Sentinel Trust Co. Lba | 2.96% | Reduce -1.2% | 456,200 | $25.1M |
| CKW Financial Group | 3.12% | Add +5.3% | 450,089 | $24.9M |
| McKinley Carter Wealth Services, Inc. | 1.51% | Reduce -49.4% | 446,423 | $24.6M |
| Crestwood Advisors Group, LLC | 0.46% | Reduce -18.2% | 440,314 | $24.3M |
| Captrust Financial Advisors | 0.06% | Add +2.6% | 439,440 | $24.2M |
| TRUE Private Wealth Advisors | 2.86% | Add +184.6% | 427,133 | $23.5M |
| Sofi Wealth, LLC | 1.77% | Add +1925.2% | 426,861 | $23.5M |
| Anderson Hoagland & Co. | 2.78% | Add +3.1% | 468,456 | $23.5M |
| Compound Planning, Inc. | 1.04% | Add +20.2% | 412,929 | $22.7M |
| FORM Wealth Advisors, LLC | 3.03% | — | 404,292 | $22.3M |
| Permanens Capital L.P. | 3.98% | Add +31.1% | 397,633 | $21.9M |
| Artemis Wealth Advisors, LLC | 3.86% | Add +8.8% | 389,775 | $21.5M |
| Curi Capital, LLC | 0.53% | Reduce -4.5% | 387,038 | $21.3M |
| World Investment Advisors | 0.54% | Add +696.8% | 374,473 | $20.6M |
| Professional Advisory Services Inc. | 2.50% | Reduce -0.6% | 360,549 | $19.9M |
| Soros Fund Management | 0.49% | No change | 354,686 | $19.5M |
| Austin Private Wealth, LLC | 1.69% | Reduce -13.6% | 341,242 | $18.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -0.2% | 338,062 | $18.6M |
| Legacy Edge Advisors, LLC | 2.81% | Add +4.5% | 326,713 | $18.0M |
| Mutual of America Capital Management LLC | 0.21% | Add +54.4% | 325,778 | $17.9M |
| Prime Buchholz LLC | 6.14% | New | 319,235 | $17.6M |
| Legacy Financial Group LLC | 2.68% | Add +5.0% | 315,837 | $17.4M |
| AE Wealth Management LLC | 0.14% | Reduce -39.2% | 312,684 | $17.2M |
| Tradition Wealth Management, LLC | 1.51% | Add +2.8% | 310,956 | $17.1M |
| Strategic Investment Management, LLC | 6.84% | Reduce -5.1% | 309,190 | $17.0M |
| Corient Private Wealth LP | 0.03% | Add +46.3% | 307,944 | $17.0M |
| Agf Management Ltd. | 0.09% | Reduce -2.4% | 306,507 | $16.9M |
| Stockman Wealth Management, Inc. | 2.49% | New | 305,709 | $16.8M |
| Atria Investments, Inc | 0.21% | Reduce -20.3% | 293,887 | $16.2M |
| Ascent Group, LLC | 0.69% | Add +121.6% | 292,623 | $16.1M |
| Cardinal Strategic Wealth Guidance | 5.10% | Add +13.9% | 289,800 | $16.0M |
| Seascape Capital Management | 5.40% | Add +4.1% | 280,899 | $15.5M |
| Scarborough Advisors, LLC | 2.16% | Reduce -16.0% | 274,813 | $15.1M |
| Atria Wealth Solutions, Inc. | 0.18% | Reduce -22.8% | 273,794 | $15.1M |
| Trail Ridge Investment Advisors, LLC | 7.50% | Add +7.8% | 264,333 | $14.6M |
| Strategic Blueprint, LLC | 0.78% | Reduce -12.4% | 259,196 | $14.3M |
| Farther Finance Advisors, LLC | 0.35% | Add +27.2% | 250,691 | $13.9M |
| CreativeOne Wealth, LLC | 0.41% | Reduce -28.1% | 251,767 | $13.9M |
| Truist Financial Corp. | 0.02% | Reduce -10.9% | 251,447 | $13.9M |
| Chicago Partners Investment Group LLC | 0.46% | Reduce -3.1% | 238,053 | $13.8M |
| Beam Wealth Advisors, Inc. | 4.59% | Add +1.3% | 246,799 | $13.6M |
| Icon Wealth Advisors, LLC | 1.08% | Reduce -25.8% | 237,978 | $13.1M |
| Schroder Investment Management Group | 0.01% | Reduce -59.8% | 235,952 | $13.0M |
| Private Advisor Group, LLC | 0.08% | Reduce -4.8% | 236,150 | $13.0M |
| Pathstone Holdings, LLC | 0.06% | Add +2.8% | 229,904 | $12.7M |
| Wallington Asset Management, LLC | 1.81% | Add +0.7% | 227,795 | $12.5M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -4.7% | 226,930 | $12.5M |
| Orion Portfolio Solutions, LLC | 0.12% | Reduce -4.7% | 226,930 | $12.5M |
| State of Wyoming | 1.65% | Reduce -1.4% | 226,565 | $12.5M |
| First Heartland Consultants, Inc. | 1.28% | Reduce -1.0% | 224,510 | $12.4M |
| Legal & General Group Plc | 0.00% | Add +162.5% | 210,795 | $11.7M |
| Vestor Capital, LLC | 0.96% | Add +85.5% | 210,819 | $11.6M |
| Nelson Capital Management, LLC | 1.99% | Add +3.7% | 208,736 | $11.5M |
| Central Bank & Trust Co. | 1.92% | Reduce -37.0% | 208,214 | $11.5M |
| Wealthcare Advisory Partners LLC | 0.31% | Reduce -0.7% | 206,764 | $11.4M |
| DRW Securities, LLC | 0.96% | New | 205,278 | $11.3M |
| Heck Capital Advisors, LLC | 1.25% | Add +2.7% | 201,046 | $11.1M |
| Columbia Bank | 3.82% | Add +10.2% | 200,714 | $11.1M |
| Blue Trust, Inc. | 0.14% | Reduce -8.8% | 200,563 | $11.0M |
| Carr Financial Group Corp | 3.62% | Reduce -2.5% | 200,381 | $11.0M |
| Arkansas Financial Group, Inc. | 1.90% | Add +7.5% | 209,599 | $11.0M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -13.4% | 199,253 | $11.0M |
| Ewa, LLC | 4.06% | Reduce -14.4% | 198,286 | $10.9M |
| Kelly Financial Services LLC | 3.79% | Reduce -5.6% | 197,964 | $10.9M |
| CFS Investment Advisory Services, LLC | 0.96% | Reduce -20.1% | 196,830 | $10.8M |
| Ashton Thomas Private Wealth, LLC | 0.41% | Reduce -4.1% | 196,044 | $10.8M |
| Elevation Point Wealth Partners, LLC | 0.91% | Add +1.1% | 192,653 | $10.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.83% | Reduce -18.7% | 189,672 | $10.5M |
| Eagle Bluffs Wealth Management LLC | 5.53% | Reduce -1.0% | 190,074 | $10.5M |
| Horst & Graben Wealth Management LLC | 1.87% | Reduce -10.0% | 188,939 | $10.4M |
| Townsend & Associates, Inc | 1.07% | Add +1.2% | 189,260 | $10.3M |
| Regimen Wealth, LLC | 3.27% | Add +1.1% | 184,543 | $10.2M |
| Oarsman Capital, Inc. | 1.81% | Add +8.6% | 183,334 | $10.1M |
| McIlrath & Eck, LLC | 1.21% | Add +3.7% | 178,989 | $9.9M |
| SteelPeak Wealth, LLC | 0.42% | Reduce -6.3% | 178,232 | $9.8M |
| Belpointe Asset Management LLC | 0.51% | Add +957.7% | 176,579 | $9.7M |
| Stone House Investment Management, LLC | 1.96% | Reduce -0.9% | 175,930 | $9.7M |
| Ancora Advisors LLC | 0.21% | Reduce -5.0% | 172,070 | $9.5M |
| Perigon Wealth Management, LLC | 0.24% | Reduce -17.1% | 170,221 | $9.4M |
| Cerity Partners LLC | 0.02% | Reduce -13.0% | 168,032 | $9.3M |
| Greenwood Capital Associates LLC | 1.24% | Add +4.7% | 166,826 | $9.2M |
| High Falls Advisors, Inc | 2.15% | Reduce -19.7% | 166,060 | $9.1M |
| Courier Capital LLC | 0.59% | Add +19.2% | 164,917 | $9.1M |
| Ayalon Insurance Comp Ltd. | 2.93% | Add +0.9% | 164,759 | $9.1M |
| FLC Capital Advisors | 2.01% | Add +3.1% | 162,815 | $9.0M |
| Bank of Montreal | 0.00% | Reduce -8.7% | 162,521 | $9.0M |
| Ullmann Wealth Partners Group, LLC | 1.18% | Add +10.6% | 160,842 | $8.9M |
| Perennial Investment Advisors, LLC | 0.99% | Add +73.7% | 158,744 | $8.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +4.8% | 158,350 | $8.7M |
| Snowden Capital Advisors LLC | 0.28% | Reduce -12.0% | 156,766 | $8.6M |
| Equitable Holdings, Inc. | 0.08% | Reduce -4.6% | 155,512 | $8.6M |
| Sharkey, Howes & Javer | 1.18% | Reduce -10.7% | 149,919 | $8.3M |
| West Wealth Group, LLC | 2.44% | Reduce -32.8% | 148,965 | $8.3M |
| Wambolt & Associates, LLC | 2.80% | Add +4.7% | 148,389 | $8.2M |
| One Wealth Advisors, LLC | 1.20% | Reduce -26.4% | 146,036 | $8.0M |
| Citigroup Inc. | 0.01% | Reduce -25.3% | 140,518 | $7.7M |
| MAI Capital Management | 0.06% | Add +6.8% | 140,248 | $7.7M |
| Affinity Capital Advisors, LLC | 1.53% | Reduce -52.5% | 143,311 | $7.7M |
| O'Brien Wealth Partners LLC | 1.43% | Add +2920.2% | 139,080 | $7.7M |
| Syon Capital LLC | 0.61% | Reduce -5.6% | 136,429 | $7.5M |
| Pacific Sage Partners, LLC | 1.69% | Add +9.5% | 136,109 | $7.5M |
| Liberty Wealth Management LLC | 1.43% | Reduce -19.6% | 135,801 | $7.5M |
| Darwin Wealth Management, LLC | 2.51% | No change | 134,850 | $7.5M |
| Pecaut & Co. | 2.52% | Add +3.0% | 134,277 | $7.4M |
| Bare Financial Services, Inc | 2.82% | Add +5.8% | 133,256 | $7.3M |
| Raelipskie Partnership | 3.77% | Add +1.1% | 133,207 | $7.3M |
| Graham Capital Management, L.P. | 0.34% | New | 132,425 | $7.3M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +10.7% | 131,657 | $7.3M |
| REDW Wealth LLC | 2.65% | Reduce -5.5% | 129,190 | $7.1M |
| Trek Financial, LLC | 0.51% | Reduce -21.0% | 128,369 | $7.1M |
| Citizens Business Bank | 1.52% | Add +27.1% | 127,095 | $7.0M |
| Atlantic Edge Private Wealth Management, LLC | 2.12% | Reduce -46.7% | 125,753 | $6.9M |
| &partners | 0.07% | Reduce -14.4% | 125,291 | $6.9M |
| Monterey Private Wealth, Inc. | 2.02% | Add +1.8% | 124,363 | $6.9M |
| Physician Wealth Advisors, Inc. | 1.18% | Reduce -14.9% | 123,983 | $6.8M |
| Regions Financial Corp. | 0.05% | Reduce -12.4% | 123,408 | $6.8M |
| Ethos Financial Group, LLC | 0.65% | Add +9.2% | 123,161 | $6.8M |
| Pettinga Financial Advisors LLC | 1.59% | Reduce -27.6% | 122,797 | $6.8M |
| Graypoint LLC | 0.42% | Add +6.3% | 122,458 | $6.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -74.3% | 121,738 | $6.7M |
| Randall & Associates Wealth Management | 5.50% | Add +6.3% | 121,095 | $6.7M |
| SlateStone Wealth, LLC | 0.66% | Add +15.0% | 119,994 | $6.6M |
| Spectrum Wealth Counsel, LLC | 0.79% | Reduce -13.9% | 118,702 | $6.5M |
| Fortis Capital Advisors, LLC | 1.29% | New | 115,051 | $6.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 2.83% | Add +9.8% | 113,860 | $6.3M |
| PAX Financial Group, LLC | 1.11% | Add +4.3% | 113,609 | $6.3M |
| Choreo, LLC | 0.10% | Reduce -1.1% | 113,273 | $6.2M |
| Driehaus Capital Management LLC | 0.06% | No change | 111,744 | $6.2M |
| Keystone Financial Services | 2.33% | Reduce -13.9% | 111,123 | $6.1M |
| Keybank National Association | 0.02% | Reduce -0.1% | 107,988 | $5.9M |
| Stonebrook Private Inc. | 1.52% | Reduce -29.2% | 106,038 | $5.8M |
| 1 North Wealth Services LLC | 2.70% | Reduce -41.6% | 106,032 | $5.8M |
| Fortis Advisors, LLC | 3.75% | Reduce -1.6% | 104,558 | $5.8M |
| Vestmark Advisory Solutions, Inc. | 0.15% | New | 103,837 | $5.7M |
| Matthew Goff Investment Advisor, LLC | 1.05% | Add +0.2% | 103,490 | $5.7M |
| ShoreHaven Wealth Partners, LLC | 2.69% | Reduce -23.3% | 101,913 | $5.6M |
| Waverly Advisors, LLC | 0.07% | Add +19.3% | 101,769 | $5.6M |
| Valeo Financial Advisors, LLC | 0.16% | Reduce -7.2% | 101,668 | $5.6M |
| Ironsides Asset Advisors, LLC | 1.64% | New | 101,150 | $5.6M |
| Vertex Planning Partners, LLC | 1.21% | Add +33.8% | 100,732 | $5.5M |
| Cibc World Market Inc. | 0.01% | Add +645.0% | 100,674 | $5.5M |
| Grey Ledge Advisors, LLC | 1.46% | Reduce -3.6% | 100,674 | $5.5M |
| Centerline Wealth Advisors, LLC | 3.29% | Add +8.5% | 100,163 | $5.5M |
| Summit X, LLC | 1.14% | Reduce -23.3% | 98,079 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -22.9% | 97,553 | $5.4M |
| B. Riley Wealth Advisors, Inc. | 0.16% | Add +52.9% | 97,069 | $5.3M |
| MBL Wealth, LLC | 0.54% | Reduce -23.4% | 96,390 | $5.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +2.4% | 96,353 | $5.3M |
| Sterling Investment Counsel, LLC | 1.80% | Add +46.5% | 95,693 | $5.3M |
| NorthRock Partners, LLC | 0.18% | Reduce -4.3% | 95,309 | $5.3M |
| Highview Capital Management LLC | 2.19% | Add +4.4% | 95,104 | $5.2M |
| Midwest Capital Advisors, LLC | 3.17% | Reduce -21.6% | 93,661 | $5.2M |
| McNaughton Wealth Management, LLC | 2.50% | New | 93,459 | $5.1M |
| Wealth Alliance, LLC | 0.62% | Reduce -38.2% | 93,436 | $5.1M |
| Intelligence Driven Advisers, LLC | 0.98% | Add +9.3% | 92,762 | $5.1M |
| Financial Life Advisors | 1.86% | Reduce -49.7% | 90,662 | $5.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.3% | 90,509 | $5.0M |
| RFG Advisory, LLC | 0.13% | Reduce -36.9% | 90,027 | $5.0M |
| LVM Capital Management Ltd. | 0.55% | Add +8.9% | 89,900 | $5.0M |
| Keebeck Wealth Management | 0.73% | Reduce -13.6% | 89,667 | $4.9M |
| 5th Street Advisors, LLC | 2.35% | Reduce -33.9% | 88,494 | $4.9M |
| Sound Stewardship, LLC | 2.73% | Add +1.2% | 86,952 | $4.8M |
| Riversedge Advisors, LLC | 1.07% | Reduce -66.7% | 86,839 | $4.8M |
| Exencial Wealth Advisors, LLC | 0.18% | Reduce -1.9% | 86,145 | $4.7M |
| Fortitude Family Office, LLC | 1.68% | Add +26.6% | 85,529 | $4.7M |
| Beacon Financial Group | 0.51% | Reduce -15.5% | 85,303 | $4.7M |
| Plum Street Advisors, LLC | 2.25% | Add +4.9% | 84,964 | $4.7M |
| Retirement Planning Group, LLC | 0.22% | Reduce -43.7% | 84,662 | $4.7M |
| Zhang Financial LLC | 0.25% | Add +0.4% | 84,642 | $4.7M |
| Kilter Group LLC | 3.04% | Reduce -20.6% | 84,466 | $4.7M |
| Stokes Family Office, LLC | 0.52% | Reduce -30.1% | 83,386 | $4.6M |
| Citadel Advisors | 0.00% | Reduce -84.5% | 83,089 | $4.6M |
| Brighton Jones LLC | 0.14% | Add +3.6% | 81,636 | $4.5M |
| Sierra Capital LLC | 0.53% | Add +8.1% | 80,197 | $4.4M |
| Bay Harbor Wealth Management, LLC | 1.38% | Add +6.4% | 79,496 | $4.4M |
| Detalus Advisors, LLC | 1.37% | Reduce -25.9% | 79,016 | $4.4M |
| KM Capital Management Ltd. | 2.32% | Reduce -61.1% | 78,139 | $4.3M |
| Norway Savings Bank | 2.42% | Add +9.3% | 77,249 | $4.3M |
| Invst, LLC | 0.58% | Reduce -52.2% | 76,886 | $4.2M |
| VestGen Advisors, LLC | 0.19% | — | 76,557 | $4.2M |
| Colonial Trust Advisors | 0.38% | Add +13.9% | 76,510 | $4.2M |
| LPWM LLC | 1.35% | Add +5.4% | 76,179 | $4.2M |
| Brookstone Capital Management | 0.06% | Reduce -11.6% | 75,993 | $4.2M |
| Pekin Hardy Strauss, Inc. | 0.51% | Reduce -1.9% | 75,788 | $4.2M |
| Principia Wealth Advisory, LLC | 4.00% | Add +8.5% | 77,581 | $4.2M |
| Rothschild Wealth LLC | 1.16% | Reduce -14.8% | 75,227 | $4.1M |
| Van Hulzen Asset Management, LLC | 0.38% | Reduce -3.3% | 74,818 | $4.1M |
| Advisory Services Network, LLC | 0.08% | Reduce -15.9% | 74,352 | $4.1M |
| Envision Financial LLC | 3.06% | Add +9.8% | 73,684 | $4.1M |
| Eley Financial Management, Inc | 1.62% | Add +0.9% | 73,162 | $4.1M |
| Marks Group Wealth Management, Inc | 0.39% | Reduce -8.8% | 73,521 | $4.1M |
| AlphaCore Capital LLC | 0.34% | New | 73,316 | $4.0M |
| Forthright Family Wealth Advisory LLC | 2.66% | Add +1.9% | 73,179 | $4.0M |
| WealthShield Partners, LLC | 0.50% | Reduce -21.2% | 70,394 | $3.9M |
| TSA Wealth Managment LLC | 1.54% | Reduce -41.5% | 70,244 | $3.9M |
| Principal Securities, Inc. | 0.09% | Reduce -0.0% | 69,441 | $3.9M |
| Transcend Capital Advisors, LLC | 0.28% | Reduce -29.2% | 69,856 | $3.8M |
| Foundry Financial Group, Inc. | 2.37% | Reduce -1.3% | 69,850 | $3.8M |
| Keystone Financial Group | 0.39% | Add +17.7% | 69,288 | $3.8M |
| Regal Investment Advisors LLC | 0.31% | Reduce -22.6% | 69,134 | $3.8M |
| Triad Wealth Partners, LLC | 1.18% | Reduce -13.3% | 68,889 | $3.8M |
| Montecito Bank & Trust | 0.66% | Reduce -7.9% | 67,882 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +11.8% | 67,603 | $3.7M |
| CoreCap Advisors, LLC | 0.16% | Add +4.9% | 67,580 | $3.7M |
| Bernard Wealth Management Corp. | 1.81% | Reduce -1.7% | 67,221 | $3.7M |
| Fiduciary Alliance LLC | 0.36% | Reduce -4.6% | 67,157 | $3.7M |
| Noble Family Wealth, LLC | 1.01% | Add +7.9% | 66,846 | $3.7M |
| SageView Advisory Group, LLC | 0.16% | Add +17.4% | 66,329 | $3.7M |
| High Note Wealth, LLC | 0.89% | Add +23.7% | 64,952 | $3.6M |
| Tidal Investments LLC | 0.03% | New | 64,669 | $3.6M |
| Anson Capital, Inc. | 3.06% | Add +12.5% | 64,572 | $3.6M |
| Fifth Third Wealth Advisors LLC | 0.18% | Add +5.4% | 64,486 | $3.6M |
| Claro Advisors Inc. | 0.47% | Add +5.2% | 64,306 | $3.5M |
| Certus Wealth Management, LLC | 2.40% | Reduce -13.9% | 59,861 | $3.5M |
| Focus Financial Network, Inc. | 0.14% | Add +2.1% | 64,169 | $3.5M |
| Franklin Resources Inc. | 0.00% | Add +114.5% | 64,051 | $3.5M |
| New Wave Wealth Advisors LLC | 1.58% | Add +5.8% | 63,974 | $3.5M |
| First Horizon Advisors, Inc. | 0.10% | Reduce -21.0% | 63,824 | $3.5M |
| Crescent Grove Advisors, LLC | 0.37% | Add +2.5% | 63,588 | $3.5M |
| Atlas Capital Advisors Inc. | 0.44% | Add +68.0% | 63,439 | $3.5M |
| Sovran Advisors, LLC | 0.45% | Reduce -5.8% | 64,270 | $3.5M |
| Atlas Legacy Advisors, LLC | 0.88% | Reduce -7.3% | 61,252 | $3.5M |
| Maia Wealth LLC | 0.78% | Reduce -11.5% | 63,602 | $3.4M |
| McAdam, LLC | 0.21% | Reduce -54.1% | 62,420 | $3.4M |
| Apollon Wealth Management, LLC | 0.08% | Add +9.9% | 62,347 | $3.4M |
| Swmg, LLC | 1.36% | Reduce -27.8% | 61,341 | $3.4M |
| Cora Capital Advisors LLC | 1.64% | Add +0.6% | 62,121 | $3.4M |
| Kraft, Davis & Associates, LLC | 1.10% | Reduce -15.7% | 62,363 | $3.4M |
| WCG Wealth Advisors LLC | 0.25% | Reduce -14.7% | 60,749 | $3.3M |
| SOL Capital Management CO | 0.37% | Reduce -30.4% | 60,558 | $3.3M |
| Valley National Advisers Inc. | 0.60% | Add +8.0% | 60,543 | $3.3M |
| Quent Capital, LLC | 0.35% | No change | 60,275 | $3.3M |
| Comerica Bank | 0.01% | Add +0.5% | 60,186 | $3.3M |
| Cobblestone Asset Management LLC | 1.93% | Reduce -12.5% | 60,111 | $3.3M |
| Dynamic Wealth Strategies, LLC | 2.74% | Reduce -0.0% | 59,777 | $3.3M |
| Greykasell Wealth Strategies, Inc. | 1.75% | Add +0.8% | 59,661 | $3.3M |
| Assetmark, Inc. | 0.01% | Reduce -5.6% | 59,136 | $3.3M |
| Legacy Financial Advisors, Inc. | 0.54% | Reduce -1.7% | 58,997 | $3.3M |
| LVW Advisors, LLC | 0.39% | Add +16.2% | 58,751 | $3.2M |
| Arq Wealth Advisors, LLC | 1.20% | Add +21.0% | 58,743 | $3.2M |
| Galilei Investment Office LLP | 1.73% | No change | 58,133 | $3.2M |
| Clarity Asset Management, Inc. | 2.05% | Reduce -59.8% | 57,857 | $3.2M |
| Synergy Investment Management, LLC | 1.31% | Add +7.1% | 56,974 | $3.1M |
| Spectrum Planning & Advisory Services Inc. | 2.61% | Add +30.1% | 56,966 | $3.1M |
| Harvest Investment Advisors, LLC | 2.23% | Add +6.5% | 56,169 | $3.1M |
| CBIZ Investment Advisory Services, LLC | 0.15% | Add +0.7% | 55,992 | $3.1M |
| Shelton Wealth Management, LLC | 1.76% | Add +1.4% | 55,968 | $3.1M |
| Colonial Trust Co / SC | 0.47% | Reduce -5.6% | 55,253 | $3.0M |
| Camden National Bank | 0.45% | Add +9.9% | 54,870 | $3.0M |
| Sei Investments Co. | 0.00% | Add +0.3% | 54,580 | $3.0M |
| Townsquare Capital LLC | 0.03% | Reduce -16.6% | 54,483 | $3.0M |
| Wood Tarver Financial Group, LLC | 0.96% | Add +4.8% | 53,743 | $3.0M |
| Denver PWM, LLC | 1.06% | Add +13.1% | 53,529 | $2.9M |
| Hobbs Wealth Management, LLC | 3.26% | Reduce -5.9% | 53,385 | $2.9M |
| Werba Rubin Papier Wealth Management | 0.64% | Reduce -1.9% | 53,043 | $2.9M |
| Gallacher Capital Management LLC | 1.42% | Add +3.6% | 52,928 | $2.9M |
| SigFig Wealth Management, LLC | 0.11% | Reduce -19.6% | 52,840 | $2.9M |
| Midwest Professional Planners, LTD. | 0.89% | Reduce -0.1% | 52,155 | $2.9M |
| Copia Wealth Management | 2.63% | Reduce -0.6% | 51,583 | $2.8M |
| Level Four Advisory Services, LLC | 0.12% | Add +21.1% | 51,439 | $2.8M |
| Cypress Wealth Services, LLC | 0.56% | Reduce -7.6% | 50,425 | $2.8M |
| Commerce Bank | 0.02% | Add +0.7% | 50,088 | $2.8M |
| Capital Analysts, LLC | 0.10% | Reduce -1.9% | 49,983 | $2.8M |
| Mayflower Financial Advisors, LLC | 0.42% | Reduce -27.2% | 49,830 | $2.7M |
| Weitzel Financial Services, Inc. | 1.31% | Add +2.2% | 50,557 | $2.7M |
| Gold Investment Management Ltd. | 1.13% | Reduce -2.2% | 48,723 | $2.7M |
| Integrity Alliance, Llc. | 0.11% | New | 48,707 | $2.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -29.2% | 48,264 | $2.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Add +29.9% | 48,254 | $2.7M |
| MA Private Wealth | 0.50% | Add +273.7% | 48,096 | $2.6M |
| True Vision MN LLC | 1.58% | Reduce -22.9% | 47,998 | $2.6M |
| Harbour Investments, Inc. | 0.08% | Reduce -24.9% | 47,846 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +0.4% | 47,792 | $2.6M |
| Hirtle & Co., LLC | 0.12% | Add +14.6% | 47,397 | $2.6M |
| Nottingham Advisors, Inc. | 0.40% | Reduce -71.6% | 47,168 | $2.6M |
| MAS Advisors LLC | 3.97% | Add +43.6% | 46,853 | $2.6M |
| M1 Capital Management LLC | 1.58% | Reduce -9.0% | 45,882 | $2.5M |
| Gen-Wealth Partners Inc | 1.05% | Reduce -23.4% | 45,854 | $2.5M |
| Quadrant Private Wealth Management, LLC | 0.63% | Add +14.1% | 45,805 | $2.5M |
| Meitav Investment House Ltd. | 0.05% | No change | 45,083 | $2.5M |
| Provident Co of the Employees of the Hebrew University LTD | 2.85% | No change | 45,083 | $2.5M |
| Tsfg, LLC | 0.50% | Reduce -12.5% | 44,688 | $2.5M |
| Apeiron RIA LLC | 0.74% | Reduce -45.4% | 44,319 | $2.4M |
| Stelac Advisory Services LLC | 1.00% | Add +29.1% | 44,033 | $2.4M |
| Savvy Advisors, Inc. | 0.24% | Add +58.8% | 43,768 | $2.4M |
| Maryland Capital Advisors Inc. | 1.06% | Add +4.9% | 43,551 | $2.4M |
| Analyst IMS Investment Management Services Ltd. | 0.09% | No change | 43,530 | $2.4M |
| Wealthfront Advisers LLC | 0.01% | Add +4.4% | 42,944 | $2.4M |
| One Wealth Capital Management, LLC | 1.26% | Reduce -32.3% | 42,726 | $2.4M |
| Caldwell Trust Co | 0.25% | Reduce -2.5% | 42,689 | $2.4M |
| IHT Wealth Management, LLC | 0.07% | Add +1.7% | 42,465 | $2.3M |
| Lane & Associates LLC | 1.25% | Add +4.0% | 42,150 | $2.3M |
| Firethorn Wealth Partners, LLC | 1.11% | Reduce -18.9% | 42,138 | $2.3M |
| Sigma Planning Corp | 0.07% | Reduce -8.5% | 41,795 | $2.3M |
| Community Bank, N.A. | 0.31% | Reduce -8.8% | 41,651 | $2.3M |
| Whittier Trust Co. | 0.03% | No change | 41,469 | $2.3M |
| Braun-Bostich & Associates Inc. | 1.69% | Reduce -4.0% | 41,393 | $2.3M |
| Prudential PLC | 0.01% | Reduce -6.8% | 41,000 | $2.3M |
| Versant Capital Management, Inc | 0.37% | No change | 40,354 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +19.7% | 40,349 | $2.2M |
| Glen Eagle Advisors, LLC | 0.36% | Add +20.1% | 39,777 | $2.2M |
| HSBC Holdings PLC | 0.00% | New | 39,656 | $2.2M |
| Relyea Zuckerberg Hanson LLC | 0.29% | Reduce -35.4% | 39,632 | $2.2M |
| Farrell Financial LLC | 1.58% | Add +3.3% | 39,405 | $2.2M |
| First Citizens Bank & Trust Co. | 0.05% | Add +1.4% | 38,909 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.4% | 38,627 | $2.1M |
| JT Stratford LLC | 0.38% | Reduce -4.3% | 38,369 | $2.1M |
| Clal Insurance Enterprises Holdings Ltd | 0.02% | No change | 38,290 | $2.1M |
| Deutsche Bank AG | 0.00% | Reduce -1.1% | 38,269 | $2.1M |
| Burke & Herbert Bank & Trust Co. | 0.50% | Reduce -1.6% | 37,430 | $2.1M |
| Ridgeline Wealth Planning, LLC | 2.00% | Reduce -4.0% | 37,016 | $2.0M |
| Endeavor Private Wealth, Inc. | 1.10% | Add +15.2% | 36,788 | $2.0M |
| NTV Asset Management LLC | 0.27% | Reduce -2.2% | 36,777 | $2.0M |
| Lifelong Wealth Advisors, Inc. | 0.94% | Reduce -0.0% | 36,344 | $2.0M |
| WT Wealth Management | 0.65% | Reduce -30.1% | 36,298 | $2.0M |
| Swisher Financial Concepts, Inc. | 1.65% | Reduce -44.2% | 36,229 | $2.0M |
| Live Oak Investment Partners | 1.56% | New | 35,965 | $2.0M |
| Eaton Financial Holdings Company, LLC | 0.82% | No change | 35,812 | $2.0M |
| Parallel Advisors, LLC | 0.04% | Reduce -57.3% | 35,790 | $2.0M |
| Shared Vision Wealth Group LLC | 1.07% | Reduce -23.6% | 35,702 | $2.0M |
| Naples Global Advisors, LLC | 0.19% | Add +23.0% | 35,673 | $2.0M |
| Advus Financial Partners, LLC | 0.54% | Add +2.9% | 35,276 | $1.9M |
| Birchcreek Wealth Management, LLC | 1.22% | Add +13.4% | 35,071 | $1.9M |
| Mutual Advisors, LLC | 0.06% | Reduce -6.2% | 34,421 | $1.9M |
| Balance Wealth Partners LLC | 1.25% | — | 34,835 | $1.9M |
| EverSource Wealth Advisors, LLC | 0.11% | Add +18.0% | 34,783 | $1.9M |
| Interchange Capital Partners, LLC | 0.53% | Reduce -21.2% | 34,505 | $1.9M |
| Ehrlich Financial Group | 1.36% | Reduce -26.9% | 33,920 | $1.9M |
| FineMark National Bank & Trust | 0.07% | Add +4.1% | 33,870 | $1.9M |
| Csenge Advisory Group | 0.11% | Reduce -7.2% | 34,131 | $1.9M |
| FFG Retirement Advisors LLC | 1.26% | Reduce -5.5% | 33,619 | $1.9M |
| Centurion Wealth Management LLC | 0.58% | No change | 33,394 | $1.9M |
| Modern Wealth Management, LLC | 0.06% | Add +25.9% | 33,575 | $1.8M |
| Twin Peaks Wealth Advisors, LLC | 0.84% | Reduce -6.3% | 33,911 | $1.8M |
| Davis Wealth Advisors, LLC | 2.08% | Reduce -19.7% | 33,405 | $1.8M |
| HB Wealth Management, LLC | 0.02% | Add +14.5% | 33,344 | $1.8M |
| Leuthold Group, LLC | 0.24% | No change | 33,050 | $1.8M |
| JBGlobal.com LLC | 1.89% | Reduce -37.2% | 33,029 | $1.8M |
| Passive Capital Management, LLC. | 0.58% | No change | 33,000 | $1.8M |
| Smithbridge Asset Management Inc. | 0.34% | — | 32,948 | $1.8M |
| Quadcap Wealth Management, LLC | 0.26% | Reduce -58.7% | 32,344 | $1.8M |
| Lantz Financial LLC | 0.48% | Reduce -7.8% | 32,171 | $1.8M |
| Security Financial Services, INC. | 0.35% | Reduce -24.3% | 31,917 | $1.8M |
| Eq LLC | 0.82% | Add +19.4% | 31,870 | $1.8M |
| Scissortail Wealth Management, LLC | 0.45% | Reduce -29.7% | 31,774 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.09% | Reduce -9.6% | 31,735 | $1.7M |
| My Legacy Advisors, LLC | 0.67% | Reduce -22.8% | 31,324 | $1.7M |
| Verus Capital Partners, LLC | 0.17% | Reduce -20.2% | 31,089 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -18.7% | 31,068 | $1.7M |
| IFP Advisors, Inc | 0.05% | Reduce -26.8% | 30,853 | $1.7M |
| Simplicity Wealth,LLC | 0.13% | New | 30,704 | $1.7M |
| Trajan Wealth LLC | 0.09% | Add +13.1% | 30,613 | $1.7M |
| Coppell Advisory Solutions LLC | 0.23% | Add +77747.5% | 31,139 | $1.7M |
| Smith Thornton Advisors LLC | 1.03% | Reduce -23.7% | 29,962 | $1.7M |
| Fusion Family Wealth, LLC | 0.15% | No change | 29,452 | $1.6M |
| Savant Capital, LLC | 0.01% | Add +1.1% | 29,372 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +14.4% | 29,304 | $1.6M |
| Kickstand Ventures, Llc. | 0.41% | Reduce -16.5% | 29,158 | $1.6M |
| First Commonwealth Financial Corp | 0.38% | New | 28,924 | $1.6M |
| Atticus Wealth Management, LLC | 0.51% | Reduce -24.6% | 28,606 | $1.6M |
| First Bank & Trust | 0.30% | No change | 27,895 | $1.5M |
| Beckerman Institutional, LLC | 1.11% | Add +11.0% | 27,786 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +19.2% | 27,611 | $1.5M |
| IFG Advisory, LLC | 0.08% | Reduce -9.7% | 27,482 | $1.5M |
| Bigelow Investment Advisors, LLC | 0.72% | Reduce -10.0% | 27,451 | $1.5M |
| M&T Bank Corp | 0.01% | Add +26.9% | 27,319 | $1.5M |
| United Advisor Group, LLC | 0.31% | Add +8.5% | 27,304 | $1.5M |
| Glenmede Trust Co. NA | 0.01% | Reduce -4.6% | 26,968 | $1.5M |
| Barnes Wealth Management Group, Inc | 0.94% | Reduce -12.2% | 26,531 | $1.5M |
| Walter & Keenan Wealth Management LLC /in/ | 0.44% | No change | 26,367 | $1.5M |
| Bleakley Financial Group, LLC | 0.05% | New | 26,335 | $1.5M |
| BCGM Wealth Management, LLC | 0.45% | Reduce -64.3% | 26,306 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.68% | Add +115.1% | 26,173 | $1.4M |
| Copperleaf Capital, LLC | 0.86% | Reduce -24.5% | 26,057 | $1.4M |
| Theory Financial LLC | 0.60% | Reduce -26.0% | 26,035 | $1.4M |
| Fort Point Capital Partners LLC | 0.16% | No change | 25,325 | $1.4M |
| Redwood Investment Management, LLC | 0.15% | Add +5.4% | 25,323 | $1.4M |
| Gateway Wealth Partners, LLC | 0.31% | Reduce -12.5% | 25,285 | $1.4M |
| Means Investment Co., Inc. | 0.14% | Reduce -70.0% | 24,770 | $1.4M |
| Asset Dedication, LLC | 0.11% | Reduce -2.6% | 24,390 | $1.3M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -14.9% | 24,047 | $1.3M |
| Hoxton Planning & Management, LLC | 0.50% | Reduce -30.3% | 23,651 | $1.3M |
| Quarry Hill Advisors, LLC | 0.84% | Add +0.1% | 23,601 | $1.3M |
| Watershed Private Wealth LLC | 0.52% | Add +88.5% | 23,577 | $1.3M |
| Clear Harbor Asset Management, LLC | 0.10% | Add +33.2% | 22,642 | $1.2M |
| Diversify Advisory Services, LLC | 0.08% | Reduce -21.2% | 21,982 | $1.2M |
| Bush Investment Group, LLC | 0.93% | Reduce -3.8% | 22,323 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -51.1% | 22,077 | $1.2M |
| Client 1ST Advisory Group, LLC | 0.47% | Add +0.2% | 22,035 | $1.2M |
| Signet Financial Management, LLC | 0.16% | New | 21,734 | $1.2M |
| Retirement Wealth Solutions LLC | 0.96% | Reduce -21.7% | 21,696 | $1.2M |
| Nvwm, LLC | 0.32% | Add +11.2% | 21,529 | $1.2M |
| Anchor Investment Management, LLC | 0.11% | Reduce -13.3% | 21,525 | $1.2M |
| Apella Capital, LLC | 0.04% | Add +146.8% | 21,890 | $1.2M |
| NorthCoast Asset Management LLC | 0.01% | Add +179.7% | 21,056 | $1.2M |
| BCU Wealth Advisors, LLC | 0.60% | Add +18.5% | 20,950 | $1.2M |
| Nwam LLC | 0.10% | Reduce -15.8% | 20,531 | $1.1M |
| 5T Wealth, LLC | 0.64% | Reduce -26.5% | 20,503 | $1.1M |
| Parkside Financial Bank & Trust | 0.14% | Add +0.3% | 20,339 | $1.1M |
| Orgel Wealth Management, LLC | 0.03% | Add +2.1% | 20,186 | $1.1M |
| Texas Yale Capital Corp. | 0.05% | New | 20,150 | $1.1M |
| SWP Financial LLC | 0.68% | Reduce -40.9% | 20,089 | $1.1M |
| Caprock Group, LLC | 0.03% | Add +4.1% | 20,013 | $1.1M |
| AMG National Trust Bank | 0.03% | Add +1.6% | 19,906 | $1.1M |
| BridgePort Financial Solutions, LLC | 0.49% | Reduce -0.3% | 19,800 | $1.1M |
| Bestgate Wealth Advisors, LLC | 2.26% | Add +2.1% | 19,788 | $1.1M |
| Marietta Wealth Management, LLC | 0.16% | Reduce -34.6% | 19,563 | $1.1M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -12.1% | 19,353 | $1.1M |
| Campion Asset Management | 0.81% | Add +3.2% | 19,119 | $1.1M |
| FMR LLC | 0.00% | Add +4.5% | 19,052 | $1.0M |
| XY Planning Network, Inc. | 0.70% | New | 19,030 | $1.0M |
| Dynasty Wealth Management, LLC | 0.02% | Reduce -98.7% | 19,025 | $1.0M |
| Provident Wealth Management, LLC | 0.36% | Reduce -11.6% | 18,759 | $1.0M |
| Willis Johnson & Associates, Inc. | 0.08% | Reduce -2.5% | 18,634 | $1.0M |
| RCS Financial Planning, LLC | 0.54% | Reduce -22.8% | 18,598 | $1.0M |
| Marshall Financial Group, LLC | 0.22% | Reduce -86.6% | 18,596 | $1.0M |
| W1M Asset Management Ltd | 0.09% | Reduce -49.0% | 18,460 | $1.0M |
| Mather Group, Llc. | 0.01% | Add +4.1% | 18,375 | $1.0M |
| Brookwood Investment Group LLC | 0.17% | — | 18,368 | $1.0M |
| Winthrop Capital Management, LLC | 0.28% | No change | 18,338 | $1.0M |
| ERn Financial, LLC | 0.16% | Add +0.4% | 18,165 | $1.0M |
| Sightline Wealth Advisors, LLC | 0.53% | Reduce -10.2% | 18,110 | $998K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +1.6% | 17,871 | $985K |
| Concorde Asset Management, LLC | 0.53% | Reduce -0.5% | 18,365 | $984K |
| Venturi Wealth Management, LLC | 0.05% | Reduce -21.1% | 17,632 | $971K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -75.8% | 17,545 | $967K |
| GeoWealth Management, LLC | 0.04% | Reduce -4.7% | 17,434 | $960K |
| W Advisors, LLC | 0.60% | Reduce -6.0% | 17,405 | $959K |
| Wealthgarden F.S. LLC | 0.92% | Reduce -24.6% | 17,355 | $956K |
| TFO Wealth Partners, LLC | 0.19% | Add +108.2% | 17,292 | $953K |
| WealthPLAN Partners, LLC | 0.13% | Reduce -3.1% | 17,256 | $951K |
| AQR Capital Management | 0.00% | Add +78.6% | 17,133 | $944K |
| Commonwealth Retirement Investments LLC | 0.38% | Reduce -12.8% | 16,873 | $930K |
| Indiana Trust & Investment Management Co | 0.33% | Reduce -0.2% | 16,750 | $923K |
| Avid Wealth Partners LLC | 0.62% | Reduce -79.3% | 16,562 | $912K |
| LifePlan Investment Advisors, Inc. | 0.52% | Reduce -6.7% | 16,361 | $901K |
| Betterment LLC | 0.00% | Add +0.9% | 16,325 | $899K |
| Arkadios Wealth Advisors | 0.03% | Add +37.8% | 16,235 | $894K |
| Redhawk Wealth Advisors, Inc. | 0.12% | Reduce -10.4% | 16,234 | $894K |
| Benjamin Edwards Inc. | 0.01% | Reduce -38.2% | 16,230 | $894K |
| Empower Advisory Group, LLC | 0.00% | Add +56.4% | 16,196 | $892K |
| Williams & Novak, LLC | 0.86% | Add +0.2% | 15,942 | $883K |
| Purkiss Capital Advisors LLC | 0.67% | Reduce -25.8% | 16,003 | $882K |
| Keyvantage Wealth, LLC | 0.43% | Reduce -52.6% | 15,975 | $880K |
| Fullcircle Wealth LLC | 0.36% | Reduce -11.8% | 15,514 | $871K |
| Blalock Williams, LLC | 0.97% | Reduce -26.6% | 15,710 | $865K |
| Cary Street Partners Financial LLC | 0.03% | Reduce -24.1% | 15,468 | $852K |
| Bessemer Group Inc. | 0.00% | Add +20.7% | 15,254 | $841K |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -8.7% | 15,244 | $840K |
| Financial Advocates Investment Management | 0.06% | Reduce -37.6% | 15,145 | $834K |
| Bison Wealth, LLC | 0.08% | Reduce -18.7% | 14,951 | $824K |
| Global Strategic Investment Solutions, LLC | 0.09% | Add +2.0% | 14,885 | $820K |
| Glenview Trust Co | 0.02% | No change | 14,849 | $818K |
| Gilbert & Cook, Inc. | 0.12% | No change | 14,733 | $812K |
| Patron Partners, LLC | 0.44% | Reduce -28.0% | 14,608 | $805K |
| Cutter & CO Brokerage, Inc. | 0.19% | Add +4.9% | 14,487 | $798K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Reduce -18.0% | 14,320 | $789K |
| Wealthcare Capital Management LLC | 0.08% | Reduce -11.3% | 14,218 | $783K |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -0.4% | 14,007 | $772K |
| Mission Wealth Management, LP | 0.02% | Reduce -0.5% | 14,004 | $771K |
| Creative Financial Designs Inc. | 0.06% | Reduce -6.6% | 13,991 | $771K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +22.2% | 13,963 | $769K |
| Richard W. Paul & Associates, LLC | 0.30% | Reduce -3.8% | 13,895 | $765K |
| Breakwater Capital Group | 0.14% | Reduce -0.3% | 13,892 | $765K |
| Sutton Place Investors LLC | 0.51% | Reduce -16.4% | 13,723 | $756K |
| Emergent Wealth Advisors, LLC | 0.55% | Add +55.7% | 13,662 | $753K |
| ONE Advisory Partners, LLC | 0.32% | Reduce -48.5% | 13,554 | $747K |
| Clearview Wealth Advisors LLC | 0.56% | Reduce -10.1% | 13,537 | $746K |
| Signal Advisors Wealth, LLC | 0.07% | Reduce -9.7% | 13,279 | $732K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -4.0% | 13,278 | $731K |
| Wealthcare Capital Partners, LLC | 0.37% | Add +59.2% | 13,208 | $728K |
| Compton Financial Group, LLC | 0.21% | Reduce -95.2% | 13,116 | $723K |
| Rebalance, LLC | 0.05% | Reduce -0.6% | 13,101 | $722K |
| LexAurum Advisors, LLC | 0.14% | Add +4.9% | 13,058 | $719K |
| Gotham Asset Management | 0.01% | Add +85.1% | 13,004 | $716K |
| OLIO Financial Planning | 0.25% | Add +1.5% | 12,959 | $714K |
| GWN Securities Inc. | 0.04% | New | 12,796 | $705K |
| Wedmont Private Capital | 0.04% | No change | 13,066 | $704K |
| Telos Capital Management, Inc. | 0.08% | Reduce -1.3% | 12,538 | $691K |
| FFT Wealth Management LLC | 0.14% | No change | 12,478 | $687K |
| Cooper Financial Group | 0.09% | Add +23.9% | 12,471 | $687K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -49.8% | 12,394 | $683K |
| National Philanthropic Trust | 0.01% | No change | 12,354 | $681K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -54.3% | 12,327 | $679K |
| Cardiff Park Advisors, LLC | 0.06% | No change | 12,146 | $669K |
| PBMares Wealth Management LLC | 0.13% | Add +0.8% | 12,056 | $664K |
| OMNI 360 Wealth, Inc. | 0.44% | Add +15.0% | 11,957 | $659K |
| Spire Wealth Management | 0.02% | Reduce -15.6% | 11,949 | $658K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +0.2% | 11,917 | $657K |
| Sovereign Financial Group, Inc. | 0.15% | Reduce -22.0% | 11,861 | $653K |
| Sowell Financial Services LLC | 0.03% | Reduce -1.6% | 11,839 | $652K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +36.6% | 11,640 | $641K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 11,602 | $639K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -0.0% | 11,510 | $634K |
| CW Advisors, LLC | 0.01% | New | 11,498 | $634K |
| Merkkuri Wealth Advisors LLC | 0.54% | Reduce -21.3% | 11,494 | $633K |
| Strategic Financial Concepts, LLC | 0.12% | Add +9.2% | 11,302 | $623K |
| Vantage Point Financial LLC | 0.31% | Reduce -10.2% | 11,223 | $618K |
| Resurgent Financial Advisors LLC | 0.37% | Reduce -6.3% | 11,190 | $616K |
| Centaurus Financial, Inc. | 0.04% | Reduce -3.8% | 11,174 | $616K |
| NBT Bank, N.A. | 0.04% | Reduce -36.2% | 11,134 | $613K |
| Maripau Wealth Management LLC | 0.35% | Reduce -11.6% | 11,065 | $610K |
| Banco BTG Pactual S.A. | 0.15% | New | 11,000 | $606K |
| Novem Group | 0.09% | Add +27.0% | 10,975 | $605K |
| Private Trust Co. NA | 0.06% | Reduce -19.3% | 10,962 | $604K |
| EP Wealth Advisors, LLC | 0.00% | Add +11.3% | 10,931 | $602K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 10,838 | $597K |
| Brady Martz Wealth Solutions, LLC | 0.13% | No change | 10,778 | $594K |
| Raleigh Capital Management Inc. | 0.27% | Reduce -24.8% | 10,752 | $592K |
| New Republic Capital, LLC | 0.25% | Reduce -8.3% | 10,670 | $588K |
| Horan Capital Advisors, LLC. | 0.20% | No change | 10,665 | $588K |
| Virtue Capital Management, LLC | 0.07% | New | 10,639 | $586K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -65.2% | 10,570 | $582K |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.3% | 10,406 | $573K |
| Western Wealth Management, LLC | 0.04% | Add +14.0% | 10,380 | $572K |
| Wedbush Securities Inc. | 0.02% | Add +5.7% | 10,338 | $570K |
| Hanover Advisors Inc. | 0.24% | Reduce -1.7% | 10,254 | $565K |
| Manhattan West Asset Management, LLC | 0.14% | Add +8.4% | 10,196 | $562K |
| Haverford Trust Co | 0.01% | No change | 10,184 | $561K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -0.6% | 10,128 | $558K |
| Aletheian Wealth Advisors LLC | 0.31% | New | 10,107 | $557K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +7.1% | 10,005 | $551K |
| Latitude Advisors, LLC | 0.32% | Add +16.4% | 9,936 | $547K |
| Synovus Financial Corp. | 0.01% | Reduce -0.7% | 9,762 | $538K |
| NWF Advisory Services Inc. | 0.08% | New | 9,761 | $538K |
| Summit Trail Advisors, LLC | 0.02% | No change | 9,722 | $536K |
| Yukon Wealth Management, Inc. | 0.22% | — | 9,719 | $535K |
| Foster Group, Inc. | 0.02% | Add +1.2% | 9,690 | $534K |
| Beacon Financial Advisory LLC | 0.16% | Reduce -5.8% | 9,683 | $533K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.7% | 9,668 | $533K |
| Hutchens & Kramer Investment Management Group, LLC | 0.29% | Reduce -18.0% | 9,664 | $532K |
| Cosner Financial Group, LLC | 0.32% | Reduce -0.5% | 9,591 | $528K |
| Integrated Advisors Network LLC | 0.03% | New | 9,574 | $527K |
| RHS Financial, LLC | 0.29% | Reduce -59.2% | 9,508 | $524K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -3.0% | 9,475 | $522K |
| Atlatl Advisers LLC | 0.34% | Reduce -2.0% | 9,432 | $520K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -88.7% | 9,293 | $512K |
| Lake Street Private Wealth, LLC | 0.08% | Reduce -91.4% | 9,269 | $511K |
| Phoenix Financial Ltd. | 0.01% | Reduce -41.9% | 9,268 | $511K |
| Aveo Capital Partners, LLC | 0.08% | Reduce -25.9% | 8,717 | $505K |
| Keudell/Morrison Wealth Management | 0.12% | Add +4.6% | 9,125 | $503K |
| Panoramic Investment Advisors, LLC | 0.34% | Reduce -0.4% | 9,121 | $502K |
| Caliber Wealth Management, LLC / KS | 0.07% | — | 9,057 | $499K |
| Brown Advisory Inc. | 0.00% | Reduce -29.5% | 9,017 | $497K |
| Tempus Wealth Planning, LLC | 0.15% | Add +31.1% | 8,975 | $494K |
| World Equity Group, Inc. | 0.14% | Add +19.9% | 8,895 | $490K |
| Old National Bancorp | 0.01% | Reduce -45.2% | 8,867 | $488K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -5.3% | 8,784 | $484K |
| Sage Financial Group Inc. | 0.04% | Reduce -21.0% | 8,749 | $482K |
| Marathon Strategic Advisors, LLC | 0.52% | No change | 8,733 | $481K |
| Clearstead Advisors, LLC | 0.01% | Add +1.5% | 8,611 | $474K |
| RDA Financial Network | 0.14% | Reduce -14.6% | 8,597 | $474K |
| Inlight Wealth Management, LLC | 0.29% | New | 8,565 | $472K |
| Arete Wealth Advisors, LLC | 0.04% | Add +18.8% | 8,476 | $467K |
| WealthTrak Capital Management LLC | 0.40% | Reduce -19.7% | 8,472 | $467K |
| Mittelman Wealth Management | 0.41% | Add +3.3% | 8,312 | $458K |
| Lifeworks Advisors, LLC | 0.08% | Reduce -16.5% | 8,306 | $458K |
| Semmax Financial Advisors Inc. | 0.12% | Reduce -10.6% | 7,752 | $450K |
| Absolute Capital Management, LLC | 0.26% | Reduce -15.6% | 8,056 | $444K |
| Comprehensive Money Management Services LLC | 0.36% | Reduce -5.9% | 8,005 | $441K |
| Catalyst Financial Partners LLC | 0.08% | Reduce -6.2% | 7,947 | $438K |
| Vontobel Holding Ltd. | 0.00% | Add +25.5% | 7,866 | $433K |
| Aspire Private Capital, LLC | 0.11% | Reduce -20.5% | 7,859 | $433K |
| F&V Capital Management, LLC | 0.11% | Reduce -2.4% | 7,820 | $431K |
| MSH Capital Advisors LLC | 0.13% | Add +29.9% | 7,823 | $431K |
| SJS Investment Consulting Inc. | 0.07% | No change | 7,807 | $430K |
| Accelerate Investment Advisors LLC | 0.35% | Reduce -6.0% | 7,654 | $422K |
| Sound Income Strategies, LLC | 0.02% | Add +8.8% | 7,647 | $421K |
| Exchange Capital Management, Inc. | 0.07% | Reduce -1.3% | 7,561 | $417K |
| Quantinno Capital Management LP | 0.00% | Reduce -1.4% | 7,398 | $408K |
| Hilltop Holdings Inc. | 0.03% | Reduce -53.9% | 7,362 | $406K |
| Canal Capital Management, LLC | 0.07% | Reduce -64.7% | 7,351 | $405K |
| Transce3nd, LLC | 0.18% | Add +2.9% | 7,138 | $393K |
| ARK & TLK Investments, LLC | 0.14% | No change | 7,101 | $391K |
| Aspetuck Financial Management LLC | 0.34% | Reduce -16.1% | 7,069 | $389K |
| Marcum Wealth, LLC | 0.03% | Reduce -2.6% | 6,988 | $385K |
| J2 Capital Management Inc | 0.35% | Reduce -78.8% | 6,984 | $385K |
| Arbor Investment Advisors, LLC | 0.05% | New | 6,946 | $383K |
| PDS Planning, Inc | 0.03% | Reduce -0.9% | 6,841 | $377K |
| DAVENPORT & Co LLC | 0.00% | Add +51.6% | 6,837 | $377K |
| Catalina Capital Group, LLC | 0.25% | Reduce -18.5% | 6,832 | $376K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 6,119 | $374K |
| Heartwood Wealth Advisors LLC | 0.04% | Add +5.5% | 6,747 | $372K |
| Smartleaf Asset Management LLC | 0.04% | Reduce -66.4% | 6,683 | $369K |
| Rede Wealth, LLC | 0.13% | New | 6,588 | $363K |
| Central Pacific Bank - Trust Division | 0.05% | No change | 6,580 | $362K |
| Dana Investment Advisors, Inc. | 0.01% | Add +2.0% | 6,571 | $362K |
| Lanark Financial, Inc. | 0.03% | — | 6,505 | $358K |
| PUREfi Wealth, LLC | 0.35% | Reduce -30.1% | 6,425 | $354K |
| Stonebridge Financial Planning Group, LLC | 0.16% | Reduce -27.5% | 6,400 | $353K |
| Retirement Income Solutions, Inc. | 0.07% | Add +7.3% | 6,390 | $352K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -46.2% | 6,248 | $344K |
| Ashford Advisors, LLC | 0.08% | Reduce -34.4% | 6,142 | $338K |
| Semus Wealth Partners LLC | 0.24% | Reduce -15.8% | 6,131 | $338K |
| Fiduciary Trust Co | 0.00% | Reduce -38.5% | 6,121 | $337K |
| Morling Financial Advisors, LLC | 0.12% | Reduce -11.9% | 6,104 | $336K |
| Pines Wealth Management, LLC | 0.15% | Add +7.8% | 6,668 | $334K |
| Mgo One Seven LLC | 0.01% | Reduce -42.7% | 6,057 | $334K |
| Portland Global Advisors LLC | 0.04% | Reduce -31.1% | 6,025 | $332K |
| Freedom Investment Management, Inc. | 0.03% | Add +41.9% | 6,010 | $331K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +13.3% | 5,866 | $323K |
| Ironwood Investment Management LLC | 0.18% | Add +0.0% | 5,833 | $321K |
| Fifth Third Securities, Inc. | 0.03% | Add +25.6% | 5,809 | $320K |
| Alterna Wealth Management, Inc. | 0.24% | Reduce -0.0% | 5,715 | $315K |
| American Investment Services, Inc. | 0.06% | Reduce -10.7% | 5,690 | $313K |
| Root Financial Partners, LLC | 0.03% | Add +5.1% | 5,685 | $313K |
| LGT Financial Advisors LLC | 0.95% | Reduce -7.7% | 5,660 | $312K |
| Bridge Creek Capital Management LLC | 0.10% | Add +8.3% | 5,646 | $311K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -21.0% | 5,589 | $308K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -8.4% | 5,567 | $307K |
| Mascagni Wealth Management, Inc. | 0.30% | No change | 5,549 | $306K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -11.8% | 5,547 | $306K |
| Impact Partnership Wealth, LLC | 0.06% | Add +9.8% | 5,498 | $303K |
| Dentgroup LLC | 0.23% | Reduce -23.8% | 5,497 | $303K |
| Goldstein Advisors, LLC | 0.04% | Reduce -8.6% | 5,423 | $299K |
| Signaturefd, LLC | 0.01% | Reduce -8.5% | 5,398 | $297K |
| Two West Capital Advisors LLC | 0.25% | Add +9.5% | 5,511 | $297K |
| True North Advisors, LLC | 0.05% | No change | 5,342 | $294K |
| Vanguard Group Inc. | 0.00% | Add +3.8% | 5,318 | $293K |
| Altfest L J & Co. Inc. | 0.04% | No change | 5,251 | $289K |
| SVB Wealth LLC | 0.01% | Reduce -29.9% | 5,205 | $287K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 5,200 | $286K |
| Lloyd Advisory Services, LLC. | 0.14% | Reduce -9.3% | 5,192 | $286K |
| Capital A Wealth Management, LLC | 0.30% | Reduce -75.2% | 5,159 | $284K |
| Basso Capital Management, L.P. | 0.24% | Reduce -63.0% | 5,150 | $284K |
| Narus Financial Partners, LLC | 0.10% | Reduce -27.7% | 5,111 | $282K |
| XTX Topco Ltd | 0.01% | New | 5,043 | $278K |
| VestGen Investment Management | 0.21% | Reduce -30.6% | 5,008 | $276K |
| Sachetta, LLC | 0.11% | No change | 5,000 | $275K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -3.1% | 4,983 | $275K |
| FLP Wealth Management, LLC | 0.87% | Reduce -29.6% | 4,963 | $273K |
| Athena Investment Management | 0.17% | No change | 4,959 | $273K |
| DF Dent & Co. Inc. | 0.00% | No change | 4,930 | $272K |
| Flputnam Investment Management Co. | 0.01% | Reduce -3.5% | 4,854 | $267K |
| Meridian Wealth Management, LLC | 0.01% | Add +33.5% | 4,815 | $265K |
| Elevated Capital Advisors, LLC | 0.07% | Reduce -5.6% | 4,806 | $265K |
| Greenwich Wealth Management LLC | 0.02% | Reduce -7.8% | 4,702 | $259K |
| Independent Financial Group, LLC | 0.01% | Add +9.5% | 4,695 | $259K |
| Sheets Smith Wealth Management | 0.03% | Add +2.7% | 4,683 | $258K |
| Mills Wealth Advisors LLC | 0.14% | No change | 4,664 | $257K |
| Maridea Wealth Management LLC | 0.08% | Reduce -48.1% | 4,644 | $256K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.6% | 4,562 | $251K |
| Allie Family Office LLC | 0.14% | No change | 4,542 | $250K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -0.3% | 4,439 | $245K |
| Tenon Financial LLC | 0.15% | No change | 4,437 | $244K |
| 1834 Investment Advisors Co. | 0.03% | Reduce -73.1% | 4,372 | $241K |
| Elios Financial Group Inc. | 0.12% | Add +6.9% | 4,372 | $241K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -0.9% | 4,345 | $239K |
| Greenleaf Trust | 0.00% | No change | 4,343 | $239K |
| RS Crum Inc. | 0.06% | Add +18.0% | 4,325 | $238K |
| Prudent Man Investment Management, Inc. | 0.13% | No change | 4,292 | $238K |
| UMB Bank, n.a. | 0.00% | No change | 4,287 | $236K |
| Inscription Capital, LLC | 0.04% | — | 4,050 | $233K |
| Barings LLC | 0.01% | Reduce -59.1% | 4,203 | $232K |
| Avion Wealth | 0.06% | No change | 4,142 | $229K |
| Magnus Financial Group LLC | 0.02% | Reduce -36.9% | 4,155 | $229K |
| Golden State Wealth Management, LLC | 0.03% | Add +29.6% | 4,154 | $229K |
| WNY Asset Management, LLC | 0.03% | Reduce -8.3% | 4,090 | $225K |
| Fulcrum Equity Management | 0.24% | Reduce -18.1% | 4,071 | $224K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +7.4% | 4,068 | $224K |
| Hudock, Inc. | 0.04% | Reduce -0.2% | 4,018 | $221K |
| Ridgeline Wealth, LLC | 0.19% | Reduce -22.8% | 4,001 | $220K |
| Pinney & Scofield, Inc. | 0.16% | No change | 4,000 | $220K |
| Aegis Wealth Management LLC | 0.13% | New | 4,000 | $220K |
| BSW Wealth Partners | 0.03% | New | 3,997 | $220K |
| Lion Street Advisors, LLC | 0.07% | Add +0.7% | 3,996 | $220K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 3,968 | $219K |
| Phraction Management LLC | 0.08% | No change | 3,960 | $218K |
| Ramirez Asset Management, Inc. | 0.04% | Add +12.2% | 3,913 | $216K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -99.7% | 3,843 | $212K |
| Full Sail Capital, LLC | 0.01% | Reduce -34.0% | 3,841 | $212K |
| Princeton Global Asset Management LLC | 0.04% | Reduce -61.4% | 3,825 | $211K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 3,812 | $210K |
| Hudson Value Partners, LLC | 0.08% | No change | 3,800 | $209K |
| LWM Advisors Inc. | 0.25% | New | 3,588 | $208K |
| Lavaca Capital LLC | 0.09% | Reduce -32.0% | 3,754 | $207K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -53.2% | 3,730 | $205K |
| Northwest Wealth Management, LLC | 0.04% | No change | 3,721 | $205K |
| LMCG Investments, LLC | 0.01% | Reduce -2.1% | 3,710 | $204K |
| Blue Oak Capital, LLC | 0.11% | Reduce -40.1% | 3,690 | $203K |
| Herold Advisors, Inc. | 0.04% | Reduce -14.0% | 3,676 | $203K |
| LFA - Lugano Financial Advisors SA | 0.13% | No change | 3,547 | $195K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 3,455 | $190K |
| Northwest Capital Management Inc | 0.08% | No change | 3,382 | $186K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Reduce -16.9% | 3,266 | $180K |
| Bogart Wealth, LLC | 0.01% | Add +2.0% | 3,240 | $178K |
| Quadrant Capital Group LLC | 0.01% | Add +0.6% | 3,209 | $177K |
| Continuum Advisory, LLC | 0.02% | Add +0.4% | 2,692 | $148K |
| Carolinas Wealth Consulting LLC | 0.03% | No change | 2,427 | $134K |
| Larson Financial Group LLC | 0.01% | Add +0.8% | 2,369 | $131K |
| TD Private Client Wealth LLC | 0.00% | Reduce -1.4% | 2,336 | $129K |
| Cape Investment Advisory, Inc. | 0.05% | Reduce -14.2% | 2,288 | $126K |
| First PREMIER Bank | 0.03% | Add +58.7% | 2,238 | $123K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -30.3% | 2,432 | $122K |
| Bank of New Hampshire | 0.03% | No change | 2,055 | $113K |
| Keener Financial Planning LLC | 0.07% | New | 2,066 | $113K |
| ORG Partners LLC | 0.03% | Reduce -57.4% | 2,020 | $112K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -18.1% | 1,931 | $106K |
| Global Financial Private Client, LLC | 0.04% | Reduce -1.3% | 1,824 | $100K |
| AdvisorNet Financial, Inc | 0.01% | Add +34.6% | 1,824 | $100K |
| SYM FINANCIAL Corp | 0.01% | Add +4.5% | 1,747 | $96K |
| Steph & Co. | 0.03% | New | 1,732 | $95K |
| Advyzon Investment Management, LLC | 0.03% | New | 1,657 | $91K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -89.1% | 1,656 | $91K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -33.6% | 1,655 | $91K |
| Kings Path Partners LLC | 0.04% | Reduce -0.1% | 1,648 | $91K |
| Bangor Savings Bank | 0.01% | Reduce -8.7% | 1,645 | $91K |
| Accredited Wealth Management, LLC | 0.08% | No change | 1,616 | $89K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 1,569 | $86K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -62.1% | 1,469 | $81K |
| Rossby Financial, LCC | 0.03% | New | 1,392 | $78K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1.6% | 1,248 | $69K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -1.5% | 1,218 | $67K |
| Allworth Financial LP | 0.00% | Reduce -29.1% | 1,192 | $67K |
| REAP Financial Group, LLC | 0.02% | Reduce -12.8% | 1,191 | $66K |
| Tidemark, LLC | 0.02% | Add +96.2% | 1,148 | $63K |
| Zions Bancorporation, National Association | 0.00% | — | 1,105 | $61K |
| Kiker Wealth Management, LLC | 0.04% | New | 1,098 | $60K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -25.5% | 1,077 | $59K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 1,065 | $59K |
| Clark Wealth Partners | 0.04% | New | 1,031 | $57K |
| Wolff Wiese Magana LLC | 0.04% | No change | 975 | $54K |
| Abound Wealth Management | 0.02% | Reduce -53.6% | 954 | $53K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -49.5% | 949 | $52K |
| Red Tortoise LLC | 0.03% | No change | 930 | $51K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -9.7% | 865 | $48K |
| Cornerstone Planning Group LLC | 0.01% | Add +26.3% | 861 | $48K |
| Garde Capital, Inc. | 0.00% | New | 828 | $46K |
| CarsonAllaria Wealth Management, Ltd. | 0.03% | No change | 820 | $45K |
| TCTC Holdings, LLC | 0.00% | No change | 790 | $44K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Add +1.1% | 732 | $40K |
| Financial Perspectives, Inc | 0.01% | No change | 716 | $39K |
| Arlington Trust Co LLC | 0.01% | No change | 696 | $38K |
| Albion Financial Group | 0.00% | No change | 695 | $38K |
| Fourth Dimension Wealth, LLC | 0.02% | No change | 664 | $37K |
| SouthState Bank Corp | 0.00% | New | 627 | $35K |
| Fifth Third Bancorp | 0.00% | No change | 618 | $34K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 592 | $33K |
| Cedar Wealth Management, LLC | 0.01% | No change | 590 | $33K |
| Private Wealth Asset Management, LLC | 0.00% | — | 572 | $32K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 505 | $28K |
| Crewe Advisors LLC | 0.00% | New | 462 | $25K |
| PSI Advisors, LLC | 0.01% | Add +10.8% | 442 | $24K |
| GAMMA Investing LLC | 0.00% | No change | 432 | $24K |
| Grove Bank & Trust | 0.00% | No change | 430 | $24K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -21.3% | 424 | $23K |
| Wells Financial Advisors INC | 0.03% | No change | 370 | $20K |
| Trust Co | 0.00% | No change | 370 | $20K |
| Rothschild Investment LLC | 0.00% | No change | 320 | $18K |
| Smithfield Trust Co | 0.00% | New | 314 | $17K |
| Curio Wealth, LLC | 0.01% | New | 1 | $15K |
| GS Investments, Inc. | 0.01% | No change | 275 | $15K |
| Rialto Wealth Management, LLC | 0.00% | New | 275 | $15K |
| IMG Wealth Management, Inc. | 0.01% | New | 261 | $14K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -21.4% | 257 | $14K |
| Murphy & Mullick Capital Management Corp | 0.01% | New | 250 | $14K |
| Arax Advisory Partners | 0.00% | Add +28.6% | 238 | $13K |
| Beacon Capital Management, LLC | 0.00% | No change | 214 | $12K |
| FWL Investment Management, LLC | 0.00% | Reduce -28.0% | 203 | $11K |
| Grand Wealth Management, LLC | 0.01% | No change | 191 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | New | 186 | $10K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -32.0% | 157 | $9K |
| Evermay Wealth Management LLC | 0.00% | No change | 149 | $8K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 137 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 128 | $7K |
| TD Capital Management LLC | 0.00% | New | 125 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -25.8% | 124 | $7K |
| Concord Wealth Partners | 0.00% | No change | 118 | $7K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 118 | $7K |
| Chesapeake Asset Management LLC | 0.01% | No change | 117 | $6K |
| Tompkins Financial Corp. | 0.00% | Reduce -34.5% | 112 | $6K |
| Johnson Financial Group, Inc. | 0.00% | New | 110 | $6K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 103 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 100 | $6K |
| Covestor Ltd | 0.00% | Reduce -48.8% | 87 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 84 | $5K |
| Hurley Capital, LLC | 0.00% | No change | 84 | $5K |
| Anderson Financial Strategies, LLC | 0.00% | New | 74 | $4K |
| Citizens National Bank Trust Department | 0.00% | New | 71 | $4K |
| JNBA Financial Advisors | 0.00% | Reduce -45.8% | 65 | $4K |
| Park Square Financial Group, LLC | 0.00% | Reduce -11.8% | 60 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 60 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -53.0% | 63 | $3K |
| First Financial Corp. | 0.00% | No change | 52 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 52 | $3K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 45 | $2K |
| Ameriflex Group, Inc. | 0.00% | Reduce -93.7% | 42 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 40 | $2K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Reduce -99.6% | 37 | $2K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 35 | $2K |
| Bristlecone Advisors, LLC | 0.00% | New | 33 | $2K |
| Nova Wealth Management, Inc. | 0.00% | New | 32 | $2K |
| West Paces Advisors Inc. | 0.00% | No change | 26 | $1K |
| Affinity Wealth LLC | 0.00% | No change | 25 | $1K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 18 | $992 |
| Hexagon Capital Partners LLC | 0.00% | New | 17 | $937 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 17 | $936 |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -16.7% | 15 | $826 |
| Pinnacle Bancorp, Inc. | 0.00% | New | 7 | $386 |
| Bridge Generations Wealth Management LLC | 0.00% | New | 6 | $331 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 4 | $221 |
| EPG Wealth Management LLC | 0.00% | No change | 4 | $220 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Reduce -98.3% | 1 | $85 |
| Centerpoint Advisors, LLC | 0.00% | No change | 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.