iShares MSCI Emr MRK Ex ChnaEMXCETF
13F holders, Q1 2026 (March 31)935holders +59
110new positions
51sold out
6famous investors
$78.68avg. 13F price*
At the end of Q1 2026, 935 institutions reported holding iShares MSCI Emr MRK Ex Chna (EMXC) in their 13F filings, up 59 from Q4 2025. 110 opened new positions and 51 sold out. The largest holders were Goldman Sachs Group Inc. ($2.3B), Bank of America Corp. ($1.1B) and Northern Trust Corp. ($579.9M). 6 famous investors held it, including George Soros (0.5% of Soros Fund Management's portfolio), Ray Dalio (0.4% of Bridgewater Associates'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $400.7M |
| Exits | 51 | $236.2M |
All 13F filers, Q4 2025 → Q1 2026: 48,475,423 shares bought and 11,663,654 shares sold, net +36,811,769 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 935 holders
| Goldman Sachs Group Inc. | 0.31% | Add +14053.1% | 29,679,701 | $2.3B |
| Bank of America Corp. | 0.08% | Add +2.3% | 13,673,534 | $1.1B |
| Northern Trust Corp. | 0.08% | Add +2.8% | 7,371,977 | $579.9M |
| Bank of New York Mellon Corp | 0.08% | Reduce -9.6% | 5,457,142 | $429.3M |
| Northwestern Mutual Wealth Management Co. | 0.25% | Add +8.7% | 5,142,002 | $404.5M |
| Morgan Stanley | 0.02% | Add +10.7% | 4,343,507 | $341.7M |
| Ameriprise Financial Inc. | 0.07% | Add +15.3% | 3,950,640 | $310.6M |
| Richard Bernstein Advisors LLC | 7.76% | Add +25.6% | 3,400,240 | $267.5M |
| BlackRock, Inc. | 0.00% | Add +11.3% | 3,329,191 | $261.9M |
| LPL Financial LLC | 0.07% | Add +33.9% | 3,195,110 | $251.3M |
| Teacher Retirement System of Texas | 0.98% | Reduce -9.1% | 3,004,394 | $236.3M |
| Cullen/Frost Bankers, Inc. | 2.29% | Add +0.3% | 2,563,346 | $201.6M |
| JPMorgan Chase & Co. | 0.01% | Add +12.2% | 2,622,380 | $198.1M |
| Facet Wealth, Inc. | 2.96% | Add +8.4% | 2,175,161 | $171.1M |
| Wells Fargo & Company | 0.03% | Add +8.3% | 2,098,998 | $165.1M |
| UBS Group AG | 0.03% | Add +26.9% | 2,095,181 | $164.8M |
| Invesco Ltd. | 0.02% | Reduce -3.6% | 2,072,000 | $163.0M |
| Envestnet Asset Management Inc. | 0.04% | Add +36.6% | 2,056,486 | $161.8M |
| US Bancorp \de | 0.19% | Add +19.6% | 1,942,935 | $152.8M |
| CENTRAL TRUST Co | 2.93% | Add +3.6% | 1,889,896 | $148.7M |
| Valmark Advisers, Inc. | 1.68% | Add +2.1% | 1,795,235 | $141.2M |
| Russell Investments Group, Ltd. | 0.13% | Add +9.6% | 1,530,978 | $120.4M |
| Stifel Financial Corp. | 0.11% | Add +12.4% | 1,508,424 | $118.7M |
| Susquehanna International Group, LLP | 0.15% | Add +646.7% | 1,499,912 | $118.0M |
| Johns Hopkins University | 8.12% | No change | 1,423,744 | $112.0M |
| Schroder Investment Management Group | 0.08% | Reduce -29.4% | 1,330,863 | $100.5M |
| Eastern Bank | 1.72% | Reduce -8.7% | 1,272,496 | $100.1M |
| HighTower Advisors, LLC | 0.10% | Add +1.3% | 1,148,218 | $90.3M |
| Bridgewater Associates | 0.38% | New | 1,072,280 | $84.3M |
| Avidian Wealth Enterprises, LLC | 2.64% | Add +9.3% | 1,058,392 | $83.3M |
| Raymond James Financial Inc. | 0.02% | Add +18.7% | 1,025,675 | $80.7M |
| Partners Capital Investment Group, LLP | 3.03% | Reduce -11.5% | 1,022,259 | $80.4M |
| Composition Wealth, LLC | 1.03% | Reduce -7.2% | 956,076 | $75.2M |
| RiverFront Investment Group, LLC | 1.14% | Add +13.6% | 935,113 | $73.6M |
| Royal Bank of Canada | 0.01% | Add +9.4% | 905,148 | $71.2M |
| Janus Henderson Group PLC | 0.03% | New | 870,965 | $68.5M |
| Creative Planning | 0.04% | Add +1.9% | 805,773 | $63.4M |
| Mariner, LLC | 0.07% | Add +4.8% | 796,785 | $62.7M |
| 1ST Source Bank | 3.20% | Add +9.0% | 787,768 | $62.0M |
| Artemis Wealth Advisors, LLC | 9.32% | Add +89.4% | 783,254 | $61.6M |
| State of Wisconsin Investment Board | 0.14% | No change | 761,242 | $59.9M |
| Vident Advisory, LLC | 0.50% | Add +56.0% | 747,915 | $58.8M |
| Myriad Asset Management Advisors LLC | 17.25% | Add +55.6% | 744,373 | $58.6M |
| Hancock Whitney Corp. | 1.01% | Reduce -3.4% | 641,559 | $58.4M |
| Evoke Wealth, LLC | 1.06% | Add +0.2% | 727,182 | $57.2M |
| Hughes Financial Services, LLC | 8.71% | Add +1.6% | 720,812 | $56.7M |
| Commonwealth Equity Services, LLC | 0.07% | Add +3.5% | 660,822 | $52.0M |
| Anderson Hoagland & Co. | 4.40% | Add +5.3% | 649,671 | $51.1M |
| Aprio Wealth Management, LLC | 2.77% | Reduce -3.1% | 644,725 | $50.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.19% | — | 634,182 | $49.9M |
| Farther Finance Advisors, LLC | 0.45% | Add +16.8% | 597,945 | $47.6M |
| Thrivent Financial for Lutherans | 0.09% | Add +54.3% | 601,628 | $47.3M |
| TRUE Private Wealth Advisors | 4.46% | Add +1.9% | 595,500 | $46.8M |
| New York Life Investment Management LLC | 0.38% | Reduce -18.8% | 572,968 | $45.1M |
| Integrated Wealth Concepts LLC | 0.36% | Add +53.1% | 567,382 | $44.6M |
| PNC Financial Services Group, Inc. | 0.03% | Add +0.6% | 556,985 | $43.8M |
| Focus Partners Wealth | 0.05% | Reduce -2.4% | 543,809 | $42.8M |
| Clearwater Capital Advisors, LLC | 3.31% | Add +8.9% | 521,935 | $41.1M |
| Advocacy Wealth Management, LLC | 1.80% | Reduce -8.0% | 516,571 | $40.6M |
| Baird Financial Group, Inc. | 0.06% | Add +2.5% | 510,922 | $40.2M |
| Legacy Edge Advisors, LLC | 4.11% | Add +5.4% | 497,080 | $39.1M |
| Oppenheimer Asset Management Inc. | 0.44% | Add +0.2% | 489,940 | $38.5M |
| Prudential PLC | 0.28% | Reduce -60.2% | 472,509 | $37.2M |
| Cetera Investment Advisers | 0.04% | Add +10.0% | 472,081 | $37.1M |
| Marshall Wace, LLP | 0.04% | Add +3684.6% | 467,057 | $36.7M |
| Crestwood Advisors Group, LLC | 0.62% | Add +1.3% | 465,156 | $36.6M |
| Sentinel Trust Co. Lba | 3.56% | No change | 456,200 | $35.9M |
| Captrust Financial Advisors | 0.06% | Add +0.2% | 451,060 | $35.5M |
| Janney Montgomery Scott LLC | 0.09% | Reduce -1.3% | 437,823 | $34.4M |
| Professional Advisory Services Inc. | 4.03% | Reduce -4.8% | 407,423 | $32.0M |
| Sanctuary Advisors, LLC | 0.16% | Add +8.8% | 385,115 | $30.3M |
| Tradition Wealth Management, LLC | 2.12% | Add +23.1% | 378,148 | $29.7M |
| Osaic Holdings, Inc. | 0.04% | Reduce -30.4% | 369,036 | $29.0M |
| Legacy Financial Group LLC | 3.63% | Reduce -11.0% | 367,072 | $28.9M |
| Nomura Asset Management Co. Ltd. | 0.07% | Reduce -6.0% | 365,200 | $28.7M |
| Proficio Capital Partners LLC | 1.53% | New | 363,713 | $28.6M |
| Oakworth Capital, Inc. | 1.50% | New | 359,468 | $28.3M |
| Soros Fund Management | 0.51% | No change | 354,686 | $27.9M |
| World Investment Advisors | 0.45% | Add +56.3% | 351,272 | $27.6M |
| Curi Capital, LLC | 0.49% | Reduce -11.3% | 350,375 | $27.6M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +246.8% | 347,122 | $27.3M |
| Cardinal Strategic Wealth Guidance | 7.03% | Add +0.1% | 338,981 | $26.7M |
| Elevation Point Wealth Partners, LLC | 0.63% | Add +134.7% | 336,708 | $26.5M |
| Vestmark Advisory Solutions, Inc. | 0.29% | Add +10.7% | 336,357 | $26.5M |
| Seascape Capital Management | 7.55% | Add +3.7% | 333,323 | $26.2M |
| Carr Financial Group Corp | 6.84% | Add +1.3% | 329,746 | $25.9M |
| Ayalon Insurance Comp Ltd. | 5.27% | Add +38.6% | 328,203 | $25.8M |
| Stockman Wealth Management, Inc. | 2.83% | Add +1.6% | 325,408 | $25.6M |
| Prime Buchholz LLC | 13.12% | No change | 319,235 | $25.1M |
| Mutual of America Capital Management LLC | 0.27% | Reduce -1.7% | 299,574 | $23.6M |
| Cerity Partners LLC | 0.03% | Add +21.5% | 294,943 | $23.2M |
| Beam Wealth Advisors, Inc. | 5.69% | Reduce -8.4% | 290,369 | $22.8M |
| Waterloo Capital, L.P. | 1.60% | Add +247.1% | 289,177 | $22.7M |
| Chicago Partners Investment Group LLC | 0.48% | Add +0.5% | 237,729 | $21.3M |
| OpenArc Corporate Advisory, LLC | 0.30% | Add +2.5% | 268,523 | $21.1M |
| Robinhood Asset Management, LLC | 1.51% | New | 265,518 | $20.9M |
| Alps Advisors Inc. | 0.10% | New | 262,650 | $20.7M |
| Trail Ridge Investment Advisors, LLC | 8.55% | Add +3.1% | 250,064 | $19.7M |
| ES4, LLC | 12.46% | No change | 245,346 | $19.3M |
| MinichMacGregor Wealth Management, LLC | 3.40% | Add +1333.4% | 244,964 | $19.3M |
| Cwm, LLC | 0.05% | Reduce -14.7% | 242,737 | $19.1M |
| Vestor Capital, LLC | 1.37% | Add +2806.3% | 240,521 | $18.9M |
| Ashton Thomas Private Wealth, LLC | 0.45% | Add +18.3% | 239,253 | $18.8M |
| Wealthcare Advisory Partners LLC | 0.36% | Add +7.3% | 238,191 | $18.7M |
| Focus Financial Network, Inc. | 0.66% | Add +1.9% | 234,802 | $18.5M |
| Columbia Bank | 5.11% | Reduce -1.6% | 227,709 | $17.9M |
| Cora Capital Advisors LLC | 5.65% | Add +234.1% | 216,837 | $17.1M |
| Corient Private Wealth LP | 0.02% | Reduce -4.6% | 237,759 | $17.0M |
| Belpointe Asset Management LLC | 0.61% | Add +23.5% | 213,746 | $16.8M |
| Arkansas Financial Group, Inc. | 2.33% | Reduce -5.6% | 196,741 | $16.7M |
| Courier Capital LLC | 0.91% | Add +8.5% | 208,015 | $16.4M |
| MAI Capital Management | 0.09% | Add +8.4% | 207,355 | $16.3M |
| Eagle Bluffs Wealth Management LLC | 6.26% | Add +2.0% | 204,375 | $16.1M |
| Bank of Montreal | 0.01% | Add +30.9% | 204,234 | $16.1M |
| Pecaut & Co. | 5.21% | Add +28.9% | 204,164 | $16.1M |
| Private Advisor Group, LLC | 0.07% | Add +39.6% | 196,230 | $15.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +62.7% | 193,608 | $15.2M |
| Greenwood Capital Associates LLC | 1.66% | Reduce -0.4% | 191,795 | $15.1M |
| Truist Financial Corp. | 0.02% | Add +196.0% | 190,528 | $15.0M |
| Legal & General Group Plc | 0.00% | Add +52.0% | 187,195 | $14.7M |
| LVM Capital Management Ltd. | 1.38% | Add +66.1% | 185,430 | $14.6M |
| Chatham Capital Group, Inc. | 2.07% | Add +25.4% | 181,138 | $14.2M |
| Atlas Capital Advisors Inc. | 1.63% | Add +33.8% | 181,109 | $14.2M |
| FLC Capital Advisors | 2.49% | Add +3.4% | 174,343 | $13.7M |
| Atlantic Edge Private Wealth Management, LLC | 3.37% | Add +40.5% | 173,915 | $13.7M |
| Townsend & Associates, Inc | 1.13% | Reduce -14.3% | 145,699 | $13.1M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -15.8% | 164,514 | $12.9M |
| Oarsman Capital, Inc. | 1.59% | Reduce -25.1% | 162,507 | $12.8M |
| FORM Wealth Advisors, LLC | 1.47% | Reduce -58.5% | 159,378 | $12.5M |
| Fortis Capital Advisors, LLC | 1.63% | Add +37.4% | 157,893 | $12.4M |
| Leo Wealth, LLC | 0.89% | New | 156,642 | $12.3M |
| MML Investors Services, LLC | 0.03% | Reduce -21.6% | 155,080 | $12.2M |
| SlateStone Wealth, LLC | 1.00% | Add +8.8% | 153,922 | $12.1M |
| Bare Financial Services, Inc | 3.08% | Add +0.5% | 148,108 | $11.7M |
| NewEdge Advisors, LLC | 0.04% | Reduce -6.4% | 148,040 | $11.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.68% | Add +59.8% | 147,000 | $11.6M |
| Retirement Management Systems Inc. | 2.77% | Reduce -33.4% | 146,311 | $11.5M |
| Central Bank & Trust Co. | 1.80% | Reduce -4.0% | 145,424 | $11.4M |
| Snowden Capital Advisors LLC | 0.29% | Add +41.0% | 137,858 | $10.8M |
| Tidal Investments LLC | 0.03% | Add +96.8% | 137,039 | $10.8M |
| Employees Retirement System of Texas | 0.11% | No change | 137,000 | $10.8M |
| Focused Wealth Management, Inc | 1.11% | New | 135,267 | $10.6M |
| Prasad Wealth Partners, LLC | 2.84% | Reduce -2.0% | 132,726 | $10.4M |
| Flow Traders U.S. LLC | 0.33% | New | 132,011 | $10.4M |
| Black Swift Group, LLC | 1.81% | Add +4.2% | 131,442 | $10.3M |
| Raelipskie Partnership | 4.38% | Reduce -2.2% | 131,432 | $10.3M |
| Fiduciary Alliance LLC | 0.62% | Add +36.3% | 117,239 | $10.3M |
| Citizens Business Bank | 1.67% | Reduce -1.6% | 129,828 | $10.2M |
| BIP Wealth, LLC | 0.41% | Add +7.0% | 127,360 | $10.0M |
| Commerce Bank | 0.05% | Add +94.0% | 126,552 | $10.0M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -3.5% | 126,456 | $9.9M |
| Nelson Capital Management, LLC | 1.21% | Reduce -2.8% | 125,607 | $9.9M |
| Myriad Asset Management US LP | 14.81% | Add +74.8% | 125,552 | $9.9M |
| &partners | 0.05% | Reduce -2.1% | 124,705 | $9.8M |
| Financial Partners Group, Inc | 1.17% | Add +11.5% | 124,401 | $9.8M |
| McKinley Carter Wealth Services, Inc. | 0.56% | Reduce -58.4% | 124,353 | $9.8M |
| Wallington Asset Management, LLC | 1.29% | Reduce -2.1% | 123,247 | $9.7M |
| 5th Street Advisors, LLC | 4.09% | Add +4.5% | 119,782 | $9.4M |
| Agf Management Ltd. | 0.04% | Reduce -3.3% | 119,250 | $9.4M |
| Ironsides Asset Advisors, LLC | 2.30% | Add +7.4% | 116,664 | $9.2M |
| Zhang Financial LLC | 0.31% | Reduce -0.1% | 113,588 | $8.9M |
| Fifth Third Wealth Advisors LLC | 0.30% | Reduce -2.4% | 112,998 | $8.9M |
| Randall & Associates Wealth Management | 5.97% | Add +4.8% | 112,627 | $8.9M |
| 1 North Wealth Services LLC | 3.19% | Reduce -3.9% | 112,177 | $8.8M |
| Regions Financial Corp. | 0.06% | Reduce -8.8% | 111,966 | $8.8M |
| City of London Investment Management Co. Ltd. | 0.63% | New | 110,998 | $8.7M |
| Plum Street Advisors, LLC | 3.01% | Add +3.3% | 110,462 | $8.7M |
| Darwin Wealth Management, LLC | 2.68% | Reduce -23.8% | 109,462 | $8.6M |
| Fortis Advisors, LLC | 4.25% | Add +14.3% | 107,857 | $8.5M |
| Cibc World Market Inc. | 0.01% | Add +0.3% | 106,563 | $8.4M |
| MBL Wealth, LLC | 0.63% | Add +4.3% | 106,197 | $8.4M |
| OneDigital Investment Advisors LLC | 0.08% | Add +0.3% | 105,411 | $8.3M |
| New Wave Wealth Advisors LLC | 2.89% | Add +55.3% | 105,166 | $8.3M |
| Larch Capital Partners LLC | 1.15% | Add +0.5% | 101,198 | $8.0M |
| Jones Financial Companies LLLP | 0.00% | Add +40.2% | 103,807 | $8.0M |
| State of Wyoming | 0.94% | Reduce -41.9% | 100,788 | $7.9M |
| Perigon Wealth Management, LLC | 0.14% | Add +10.6% | 100,736 | $7.9M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -39.9% | 99,938 | $7.9M |
| Grey Ledge Advisors, LLC | 1.77% | Reduce -2.6% | 99,703 | $7.8M |
| Colonial Trust Advisors | 0.61% | Add +13.4% | 99,186 | $7.8M |
| REDW Wealth LLC | 3.11% | Reduce -8.7% | 98,985 | $7.8M |
| Ethos Financial Group, LLC | 0.57% | Reduce -3.5% | 102,921 | $7.8M |
| High Note Wealth, LLC | 1.53% | Add +2.6% | 98,815 | $7.8M |
| Matthew Goff Investment Advisor, LLC | 1.27% | Reduce -0.7% | 96,688 | $7.6M |
| Choreo, LLC | 0.09% | Add +2.3% | 95,400 | $7.5M |
| Bernard Wealth Management Corp. | 3.16% | Add +28.7% | 94,186 | $7.4M |
| Foundry Financial Group, Inc. | 3.65% | Add +34.4% | 93,497 | $7.4M |
| Sterling Investment Counsel, LLC | 2.06% | Add +3.8% | 93,313 | $7.3M |
| Citigroup Inc. | 0.00% | Reduce -91.5% | 92,808 | $7.3M |
| Blue Trust, Inc. | 0.08% | Reduce -16.0% | 91,786 | $7.2M |
| Valley National Advisers Inc. | 0.92% | Add +21.9% | 90,205 | $7.1M |
| Kraft, Davis & Associates, LLC | 1.51% | Add +1.1% | 78,042 | $7.1M |
| Nkcfo LLC | 2.05% | No change | 88,100 | $6.9M |
| Noble Family Wealth, LLC | 1.41% | Add +8.2% | 87,086 | $6.9M |
| Park Avenue Securities LLC | 0.05% | Add +7.8% | 87,042 | $6.8M |
| Chicago Wealth Management, Inc. | 2.73% | New | 86,833 | $6.8M |
| Sound Stewardship, LLC | 3.07% | Reduce -4.0% | 85,175 | $6.7M |
| Van Hulzen Asset Management, LLC | 0.49% | Add +1.1% | 84,463 | $6.6M |
| Inlight Wealth Management, LLC | 2.46% | Add +29.1% | 84,376 | $6.6M |
| Brighton Jones LLC | 0.15% | New | 84,253 | $6.6M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -30.9% | 83,939 | $6.6M |
| Valeo Financial Advisors, LLC | 0.16% | Reduce -3.4% | 83,330 | $6.6M |
| Intelligence Driven Advisers, LLC | 1.13% | Reduce -28.7% | 82,163 | $6.5M |
| Rothschild Investment LLC | 0.34% | Add +8.8% | 81,490 | $6.4M |
| Bank of Hawaii | 0.34% | New | 81,388 | $6.4M |
| Camden National Bank | 0.86% | Add +7.3% | 80,693 | $6.3M |
| Circle Wealth Management, LLC | 0.09% | New | 80,369 | $6.3M |
| Norway Savings Bank | 2.99% | Add +2.3% | 80,202 | $6.3M |
| Ancora Advisors LLC | 0.13% | Add +4.1% | 79,862 | $6.3M |
| Heck Capital Advisors, LLC | 0.46% | Add +4.2% | 79,652 | $6.3M |
| Fortitude Family Office, LLC | 1.39% | Add +7.8% | 78,875 | $6.2M |
| Eley Financial Management, Inc | 2.24% | Add +2.4% | 78,779 | $6.2M |
| Meitav Investment House Ltd. | 0.07% | Add +66.4% | 78,108 | $6.1M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +3.0% | 77,862 | $6.1M |
| McAdam, LLC | 0.28% | Add +20.2% | 77,642 | $6.1M |
| Refined Wealth Management | 3.84% | New | 77,434 | $6.1M |
| Keybank National Association | 0.02% | Reduce -37.6% | 75,882 | $6.0M |
| Sovereign Investment Advisors, LLC | 1.26% | New | 75,432 | $5.9M |
| NorthRock Partners, LLC | 0.10% | Reduce -3.7% | 75,044 | $5.9M |
| Sierra Capital LLC | 0.64% | Reduce -1.1% | 74,548 | $5.9M |
| Gladstone Institutional Advisory LLC | 0.22% | New | 74,188 | $5.8M |
| Compound Planning, Inc. | 0.18% | Reduce -5.3% | 73,742 | $5.8M |
| Envision Financial LLC | 3.12% | Reduce -5.6% | 73,662 | $5.8M |
| RFG Advisory, LLC | 0.10% | Add +10.1% | 72,276 | $5.7M |
| Crescent Grove Advisors, LLC | 0.56% | Add +19.9% | 72,069 | $5.7M |
| Client First Capital LLC | 2.49% | New | 71,990 | $5.7M |
| Greykasell Wealth Strategies, Inc. | 2.28% | Add +7.3% | 71,942 | $5.7M |
| Level Four Advisory Services, LLC | 0.18% | Add +15.0% | 71,656 | $5.6M |
| Exencial Wealth Advisors, LLC | 0.17% | Reduce -3.4% | 71,359 | $5.6M |
| Montecito Bank & Trust | 0.91% | Reduce -2.8% | 70,039 | $5.5M |
| Retirement Planning Group, LLC | 0.17% | Reduce -5.5% | 68,635 | $5.4M |
| Wealthfront Advisers LLC | 0.01% | Add +27.2% | 67,114 | $5.3M |
| Wood Tarver Financial Group, LLC | 1.46% | Add +20.0% | 66,992 | $5.3M |
| Fifth Third Bancorp | 0.01% | Add +7694.3% | 65,394 | $5.1M |
| IHT Wealth Management, LLC | 0.12% | Reduce -0.6% | 65,339 | $5.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +16.6% | 64,832 | $5.1M |
| McIlrath & Eck, LLC | 0.38% | Reduce -7.7% | 64,727 | $5.1M |
| Atlas Legacy Advisors, LLC | 0.92% | Add +2.0% | 63,987 | $5.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | New | 62,845 | $4.9M |
| Hyposwiss Advisors SA | 4.81% | No change | 61,850 | $4.9M |
| Franklin Resources Inc. | 0.00% | Add +0.5% | 61,405 | $4.8M |
| Merit Financial Group, LLC | 0.04% | Reduce -4.7% | 61,275 | $4.8M |
| Savvy Advisors, Inc. | 0.13% | Add +3.3% | 60,875 | $4.8M |
| MJT & Associates Financial Advisory Group, Inc. | 3.45% | Reduce -13.8% | 59,736 | $4.7M |
| Caldwell Trust Co | 0.42% | Add +12.0% | 59,637 | $4.7M |
| Dynamic Wealth Strategies, LLC | 2.71% | Add +3.5% | 59,606 | $4.7M |
| Gallacher Capital Management LLC | 1.79% | Reduce -3.2% | 59,245 | $4.7M |
| Harvest Investment Advisors, LLC | 2.59% | Add +4.6% | 59,082 | $4.6M |
| Liberty Wealth Management LLC | 0.58% | Reduce -36.4% | 58,842 | $4.6M |
| Galilei Investment Office LLP | 2.37% | No change | 58,133 | $4.6M |
| LVW Advisors, LLC | 0.45% | Reduce -4.1% | 58,062 | $4.6M |
| Midwest Professional Planners, LTD. | 1.07% | Reduce -5.4% | 57,898 | $4.6M |
| Colonial Trust Co / SC | 0.61% | Add +1.7% | 57,340 | $4.5M |
| Robertson Stephens Wealth Management, LLC | 0.13% | Reduce -10.1% | 57,260 | $4.5M |
| Pekin Hardy Strauss, Inc. | 0.46% | Reduce -47.7% | 55,997 | $4.4M |
| Quent Capital, LLC | 0.31% | Reduce -0.1% | 55,891 | $4.4M |
| Sei Investments Co. | 0.00% | Add +0.3% | 55,103 | $4.3M |
| Anson Capital, Inc. | 2.93% | Reduce -4.2% | 54,507 | $4.3M |
| Catalyst Investment Management LLC | 4.72% | Add +20.2% | 47,549 | $4.3M |
| M&T Bank Corp | 0.01% | Add +5.5% | 54,052 | $4.3M |
| HB Wealth Management, LLC | 0.03% | Add +27.5% | 53,830 | $4.2M |
| Werba Rubin Papier Wealth Management | 0.58% | Add +3.1% | 53,365 | $4.2M |
| Denver PWM, LLC | 1.43% | Reduce -22.4% | 42,411 | $4.2M |
| Gold Investment Management Ltd. | 1.29% | Add +4.3% | 52,761 | $4.2M |
| Arbor Investment Advisors, LLC | 0.54% | Add +16.9% | 52,674 | $4.1M |
| Madrid Wealth Management, LLC | 3.11% | Reduce -0.5% | 52,455 | $4.1M |
| Atria Investments, Inc | 0.05% | Add +125.8% | 52,408 | $4.1M |
| Glenmede Trust Co. NA | 0.02% | Add +7.9% | 52,318 | $4.1M |
| Silverleafe Capital Partners, LLC | 1.24% | Add +27.4% | 52,160 | $4.1M |
| Arq Wealth Advisors, LLC | 0.73% | Add +1.7% | 51,540 | $4.1M |
| Copia Wealth Management | 2.77% | Reduce -3.1% | 51,238 | $4.0M |
| Montag A & Associates Inc. | 0.18% | Add +1013.6% | 50,500 | $4.0M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -22.9% | 50,352 | $4.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -73.4% | 50,233 | $4.0M |
| Rock Creek Group LLC | 0.40% | Add +971.6% | 49,981 | $3.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Reduce -3.8% | 49,742 | $3.9M |
| SageView Advisory Group, LLC | 0.14% | Add +3.7% | 49,277 | $3.9M |
| Live Oak Investment Partners | 2.29% | Add +4.2% | 49,261 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 52,909 | $3.8M |
| Birchcreek Wealth Management, LLC | 1.82% | Add +3.7% | 48,035 | $3.8M |
| BNP Paribas Financial Markets | 0.00% | Add +24.4% | 47,904 | $3.8M |
| Quantinno Capital Management LP | 0.01% | Add +13.7% | 47,851 | $3.8M |
| Analyst IMS Investment Management Services Ltd. | 0.11% | Add +9.2% | 47,530 | $3.7M |
| Meridian Management Co. | 0.93% | No change | 47,470 | $3.7M |
| Naples Global Advisors, LLC | 0.27% | Add +3.5% | 47,412 | $3.7M |
| Vertex Planning Partners, LLC | 0.72% | Reduce -4.6% | 46,877 | $3.7M |
| Powerhouse Assets LLC | 3.19% | Add +3.7% | 46,579 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +51.1% | 46,510 | $3.7M |
| Shelton Wealth Management, LLC | 1.61% | Reduce -12.8% | 46,422 | $3.7M |
| CBIZ Investment Advisory Services, LLC | 0.13% | Reduce -8.1% | 46,241 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Add +2.5% | 45,817 | $3.6M |
| Palladiem, LLC | 3.44% | Reduce -1.4% | 42,528 | $3.6M |
| Provident Co of the Employees of the Hebrew University LTD | 5.58% | Reduce -4.1% | 45,008 | $3.5M |
| J. Mark Nickell & Co. | 3.19% | Add +19.4% | 44,896 | $3.5M |
| Cypress Capital, LLC | 1.00% | New | 44,626 | $3.5M |
| First Citizens Bank & Trust Co. | 0.07% | Add +0.3% | 44,563 | $3.5M |
| AlphaCore Capital LLC | 0.08% | Reduce -3.2% | 44,425 | $3.5M |
| Bigelow Investment Advisors, LLC | 1.40% | Add +11.7% | 44,345 | $3.5M |
| Antonelli Financial Advisors, LLC | 2.39% | Add +56.0% | 44,050 | $3.5M |
| Strategic Blueprint, LLC | 0.20% | Add +2.5% | 43,461 | $3.4M |
| Gotham Asset Management | 0.01% | Add +6.2% | 42,466 | $3.3M |
| Whittier Trust Co. | 0.04% | Reduce -12.6% | 42,037 | $3.3M |
| Basso Capital Management, L.P. | 2.03% | Add +10.2% | 42,132 | $3.3M |
| Bravera Wealth | 1.49% | Add +14.6% | 42,014 | $3.3M |
| Nottingham Advisors, Inc. | 0.42% | No change | 41,502 | $3.3M |
| Community Bank, N.A. | 0.39% | No change | 41,500 | $3.3M |
| Farrell Financial LLC | 1.95% | Add +1.4% | 41,437 | $3.3M |
| FMR LLC | 0.00% | Add +16.0% | 41,215 | $3.2M |
| PFG Advisors | 0.16% | Add +5.5% | 41,031 | $3.2M |
| Apella Capital, LLC | 0.05% | Add +61.0% | 34,931 | $3.1M |
| Versant Capital Management, Inc | 0.31% | Reduce -3.2% | 39,723 | $3.1M |
| Ridgeline Wealth Planning, LLC | 2.27% | Reduce -5.4% | 39,546 | $3.1M |
| Norris Financial Group, LLC | 1.01% | Reduce -0.2% | 39,466 | $3.1M |
| Affinity Capital Advisors, LLC | 0.42% | Reduce -7.8% | 38,327 | $3.0M |
| Clal Insurance Enterprises Holdings Ltd | 0.02% | No change | 38,290 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Add +17.6% | 41,423 | $3.0M |
| Smithbridge Asset Management Inc. | 0.44% | Reduce -47.7% | 38,080 | $3.0M |
| Trek Financial, LLC | 0.16% | Add +1.1% | 38,047 | $3.0M |
| Gradient Capital Advisors, LLC | 0.77% | New | 37,853 | $3.0M |
| Glen Eagle Advisors, LLC | 0.41% | Reduce -30.0% | 37,319 | $2.9M |
| Mgo One Seven LLC | 0.06% | Add +2.1% | 37,144 | $2.9M |
| Beckerman Institutional, LLC | 1.54% | Add +8.6% | 36,920 | $2.9M |
| Independent Financial Group, LLC | 0.06% | Add +38.7% | 36,370 | $2.9M |
| Per Stirling Capital Management, LLC. | 0.32% | New | 36,303 | $2.9M |
| Capital Advantage, Inc. | 0.37% | Add +30.2% | 36,302 | $2.9M |
| Integrity Alliance, Llc. | 0.11% | Add +4.6% | 35,184 | $2.8M |
| Principia Wealth Advisory, LLC | 1.56% | Reduce -25.2% | 35,040 | $2.8M |
| Smith Thornton Advisors LLC | 1.36% | Add +3.9% | 34,288 | $2.7M |
| MA Private Wealth | 0.45% | No change | 33,995 | $2.7M |
| JT Stratford LLC | 0.34% | Add +2.7% | 33,826 | $2.7M |
| Passive Capital Management, LLC. | 0.79% | Add +1.8% | 33,590 | $2.6M |
| Hegarty Advisors, LLC | 2.08% | Add +80.2% | 33,515 | $2.6M |
| Savant Capital, LLC | 0.01% | Add +29.0% | 33,189 | $2.6M |
| Security Financial Services, INC. | 0.41% | Reduce -34.5% | 33,017 | $2.6M |
| NTV Asset Management LLC | 0.28% | Add +0.5% | 32,904 | $2.6M |
| Quadcap Wealth Management, LLC | 0.29% | Add +1.3% | 32,361 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.0% | 32,120 | $2.5M |
| EverSource Wealth Advisors, LLC | 0.08% | Add +11.9% | 31,936 | $2.5M |
| Ullmann Wealth Partners Group, LLC | 0.26% | Reduce -57.5% | 31,366 | $2.5M |
| WT Wealth Management | 0.73% | Reduce -7.7% | 31,358 | $2.5M |
| XY Planning Network, Inc. | 0.39% | Reduce -3.3% | 31,000 | $2.5M |
| Client 1ST Advisory Group, LLC | 0.75% | Add +40.3% | 31,309 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -19.9% | 31,237 | $2.4M |
| Professional Financial Management, Inc. | 2.49% | Reduce -49.1% | 30,397 | $2.4M |
| Vise Technologies, Inc. | 0.05% | No change | 32,791 | $2.4M |
| Legacy Financial Advisors, Inc. | 0.33% | Reduce -41.3% | 30,223 | $2.4M |
| Flagship Harbor Advisors, LLC | 0.10% | Add +7.5% | 30,133 | $2.4M |
| Balance Wealth Partners LLC | 0.73% | Add +33.1% | 29,941 | $2.4M |
| McCarter Private Wealth Services LLC | 1.02% | Add +33.6% | 29,758 | $2.3M |
| Leuthold Group, LLC | 0.25% | No change | 29,743 | $2.3M |
| Fusion Family Wealth, LLC | 0.17% | No change | 29,607 | $2.3M |
| Coastal Bridge Advisors, LLC | 0.16% | Add +4.2% | 29,323 | $2.3M |
| Keebeck Wealth Management | 0.26% | Reduce -4.7% | 29,098 | $2.3M |
| One Wealth Advisors, LLC | 0.28% | Reduce -5.9% | 28,726 | $2.3M |
| Hirtle & Co., LLC | 0.09% | Reduce -22.0% | 28,228 | $2.2M |
| Daybright Advisory Services, Inc. | 0.61% | Reduce -3.9% | 28,126 | $2.2M |
| First Bank & Trust | 0.35% | No change | 27,895 | $2.2M |
| Sovran Advisors, LLC | 0.17% | Reduce -6.4% | 24,077 | $2.2M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -4.0% | 27,854 | $2.2M |
| Strategic Investment Management, LLC | 0.91% | New | 27,830 | $2.2M |
| Clark Capital Management Group, Inc. | 0.01% | Add +81.8% | 27,629 | $2.2M |
| Eq LLC | 0.60% | Reduce -2.6% | 27,121 | $2.1M |
| Walter & Keenan Wealth Management LLC /in/ | 0.59% | No change | 26,835 | $2.1M |
| Gateway Wealth Partners, LLC | 0.08% | Reduce -35.9% | 26,677 | $2.1M |
| Horst & Graben Wealth Management LLC | 0.29% | Reduce -4.4% | 23,055 | $2.1M |
| Strathmore Capital Advisors, Inc. | 0.59% | Add +7.8% | 23,090 | $2.1M |
| Clear Harbor Asset Management, LLC | 0.14% | Reduce -0.8% | 26,536 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -35.2% | 26,368 | $2.1M |
| Regency Capital Management Inc.\DE | 0.93% | Reduce -14.7% | 26,332 | $2.1M |
| Kickstand Ventures, Llc. | 0.44% | Reduce -4.3% | 26,301 | $2.1M |
| Provident Wealth Management, LLC | 0.62% | Add +10.3% | 26,129 | $2.1M |
| Trajan Wealth LLC | 0.08% | Reduce -23.1% | 26,120 | $2.1M |
| Fort Point Capital Partners LLC | 0.26% | Reduce -1.4% | 25,576 | $2.0M |
| Perennial Investment Advisors, LLC | 0.16% | Add +24.2% | 25,541 | $2.0M |
| Quarry Hill Advisors, LLC | 0.82% | No change | 22,276 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Add +4.7% | 25,152 | $2.0M |
| CoreCap Advisors, LLC | 0.07% | Reduce -38.4% | 24,984 | $2.0M |
| Atticus Wealth Management, LLC | 0.52% | Reduce -8.8% | 24,607 | $1.9M |
| Essential Partners LLC | 0.63% | Add +30.1% | 23,933 | $1.9M |
| Royal Harbor Partners, LLC | 0.64% | New | 23,912 | $1.9M |
| Investor's Fiduciary Advisor Network, LLC | 0.58% | Add +11.4% | 23,902 | $1.9M |
| Parallel Advisors, LLC | 0.03% | Reduce -4.8% | 23,773 | $1.9M |
| Terra Nova Asset Management LLC | 1.37% | New | 23,617 | $1.9M |
| Arkadios Wealth Advisors | 0.03% | Add +153.1% | 23,523 | $1.9M |
| Interchange Capital Partners, LLC | 0.58% | Add +132.0% | 33,580 | $1.8M |
| Bleakley Financial Group, LLC | 0.03% | Add +1.1% | 23,490 | $1.8M |
| AQR Capital Management | 0.00% | Add +16.8% | 22,995 | $1.8M |
| Cornerstone Wealth, LLC | 1.02% | — | 20,131 | $1.8M |
| Sheets Smith Wealth Management | 0.20% | Add +120.8% | 22,820 | $1.8M |
| Bestgate Wealth Advisors, LLC | 3.22% | Add +8.6% | 22,682 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +4.3% | 22,594 | $1.8M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | New | 22,370 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -30.7% | 22,348 | $1.8M |
| First Financial Corp. | 0.69% | Reduce -41.9% | 22,236 | $1.7M |
| Oppenheimer & Co. Inc. | 0.02% | Add +21.1% | 22,068 | $1.7M |
| Goldenstone Wealth Management LLC | 1.26% | Add +1.0% | 21,944 | $1.7M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -16.9% | 21,782 | $1.7M |
| Anchor Investment Management, LLC | 0.14% | No change | 21,525 | $1.7M |
| Peapack Gladstone Financial Corp. | 0.02% | New | 21,465 | $1.7M |
| Cordoba Advisory Partners LLC | 0.46% | Reduce -45.0% | 21,310 | $1.7M |
| Advocate Investing Services LLC | 1.42% | No change | 21,272 | $1.7M |
| Icon Wealth Advisors, LLC | 0.11% | Reduce -1.4% | 18,742 | $1.7M |
| Independent Advisor Alliance | 0.02% | New | 21,208 | $1.7M |
| United Bank | 0.21% | Reduce -47.3% | 21,075 | $1.7M |
| Texas Yale Capital Corp. | 0.05% | No change | 20,900 | $1.6M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -14.2% | 20,303 | $1.6M |
| Columbus Macro, LLC | 0.17% | Add +0.3% | 20,268 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Add +4.2% | 20,131 | $1.6M |
| Stelac Advisory Services LLC | 0.32% | Add +8.2% | 20,146 | $1.6M |
| K.J. Harrison & Partners Inc | 0.26% | Add +32.4% | 19,857 | $1.6M |
| Principal Securities, Inc. | 0.02% | Add +39.2% | 19,571 | $1.5M |
| Marietta Wealth Management, LLC | 0.18% | No change | 19,563 | $1.5M |
| Orgel Wealth Management, LLC | 0.03% | Reduce -3.1% | 19,122 | $1.5M |
| AMG National Trust Bank | 0.03% | No change | 19,011 | $1.5M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +41.3% | 18,980 | $1.5M |
| TSA Wealth Managment LLC | 0.48% | Add +22.9% | 18,975 | $1.5M |
| Campion Asset Management | 1.01% | Add +0.5% | 18,944 | $1.5M |
| Seeds Investor LLC | 0.20% | New | 16,958 | $1.5M |
| Caprock Group, LLC | 0.04% | Reduce -5.2% | 18,736 | $1.5M |
| Strategic Wealth Partners, Ltd. | 0.10% | Add +2.8% | 18,658 | $1.5M |
| Mutual Advisors, LLC | 0.03% | Reduce -21.6% | 18,476 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +210.7% | 18,103 | $1.4M |
| Bessemer Group Inc. | 0.00% | Add +15.1% | 18,060 | $1.4M |
| Ascentis Wealth Management, LLC | 0.30% | Add +0.5% | 18,046 | $1.4M |
| Waverly Advisors, LLC | 0.01% | Add +2.1% | 17,807 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Add +48.9% | 17,637 | $1.4M |
| CFS Investment Advisory Services, LLC | 0.10% | Reduce -13.3% | 15,393 | $1.4M |
| Natixis Advisors, LLC | 0.00% | New | 17,436 | $1.4M |
| Aptus Capital Advisors, LLC | 0.01% | Add +4.3% | 17,118 | $1.3M |
| Empower Advisory Group, LLC | 0.00% | Reduce -24.1% | 16,968 | $1.3M |
| Wealthcare Capital Partners, LLC | 0.63% | Reduce -0.4% | 16,961 | $1.3M |
| Fisher Asset Management | 0.00% | Add +41.9% | 16,838 | $1.3M |
| Indiana Trust & Investment Management Co | 0.41% | No change | 16,750 | $1.3M |
| Ehrlich Financial Group | 0.74% | Add +11.9% | 16,327 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +9.3% | 16,045 | $1.3M |
| ShoreHaven Wealth Partners, LLC | 0.45% | Reduce -1.5% | 15,987 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Add +3.9% | 15,943 | $1.3M |
| Forthright Family Wealth Advisory LLC | 0.83% | Reduce -78.8% | 21,525 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -2.8% | 15,586 | $1.2M |
| ERn Financial, LLC | 0.23% | Reduce -13.5% | 15,553 | $1.2M |
| JBGlobal.com LLC | 1.20% | New | 15,500 | $1.2M |
| Awm Capital, LLC | 0.11% | New | 15,250 | $1.2M |
| Banque Transatlantique SA | 0.03% | New | 15,033 | $1.2M |
| Wedmont Private Capital | 0.04% | Reduce -7.6% | 13,865 | $1.2M |
| Keyvantage Wealth, LLC | 0.52% | Reduce -2.2% | 14,935 | $1.2M |
| Global Strategic Investment Solutions, LLC | 0.11% | Add +0.3% | 14,803 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | No change | 14,782 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +5.0% | 14,722 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +245.9% | 14,719 | $1.2M |
| Means Investment Co., Inc. | 0.10% | Reduce -8.4% | 14,704 | $1.2M |
| Spectrum Planning & Advisory Services Inc. | 0.57% | Reduce -24.7% | 14,688 | $1.2M |
| Betterment LLC | 0.00% | Reduce -0.5% | 14,679 | $1.2M |
| Williams & Novak, LLC | 0.86% | No change | 14,410 | $1.1M |
| J.E. Simmons & Co., P.C. | 0.76% | Add +1.5% | 14,525 | $1.1M |
| Concorde Asset Management, LLC | 0.56% | Reduce -2.4% | 14,518 | $1.1M |
| Steph & Co. | 0.33% | Add +19.9% | 14,487 | $1.1M |
| Ascent Group, LLC | 0.04% | Reduce -0.7% | 14,387 | $1.1M |
| Koshinski Asset Management, Inc. | 0.07% | Add +7.0% | 14,317 | $1.1M |
| Relyea Zuckerberg Hanson LLC | 0.11% | Reduce -54.6% | 14,286 | $1.1M |
| Willis Johnson & Associates, Inc. | 0.07% | Reduce -6.4% | 14,227 | $1.1M |
| Integrity Advisory Solutions, LLC | 0.15% | Reduce -1.8% | 14,164 | $1.1M |
| Red Reef Advisors LLC | 1.15% | Reduce -1.3% | 13,994 | $1.1M |
| Leavell Investment Management, Inc. | 0.04% | Add +15.3% | 13,945 | $1.1M |
| Asset Dedication, LLC | 0.08% | Reduce -32.8% | 13,864 | $1.1M |
| Manhattan West Asset Management, LLC | 0.21% | Add +11.3% | 13,853 | $1.1M |
| Parkside Financial Bank & Trust | 0.08% | Reduce -0.5% | 13,805 | $1.1M |
| Gilbert & Cook, Inc. | 0.14% | Reduce -7.3% | 13,591 | $1.1M |
| Hanover Advisors Inc. | 0.43% | Add +21.4% | 13,551 | $1.1M |
| Financial Life Advisors | 0.33% | Reduce -20.3% | 13,398 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +9.3% | 13,268 | $1.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -11.8% | 13,193 | $1.0M |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -10.3% | 13,169 | $1.0M |
| Abbot Financial Management, Inc. | 0.44% | New | 13,020 | $1.0M |
| Breakwater Capital Group | 0.14% | Add +6.3% | 13,019 | $1.0M |
| Clearstead Advisors, LLC | 0.01% | Add +29.0% | 12,875 | $1.0M |
| AE Wealth Management LLC | 0.01% | Reduce -8.9% | 12,868 | $1.0M |
| MRWM Advisors, LLC | 0.55% | New | 12,830 | $1.0M |
| Boston Family Office LLC | 0.07% | New | 12,773 | $1.0M |
| Scarborough Advisors, LLC | 0.11% | Reduce -6.0% | 12,767 | $1.0M |
| FFT Wealth Management LLC | 0.18% | No change | 12,478 | $982K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 12,436 | $978K |
| Mission Wealth Management, LP | 0.02% | Add +1.8% | 12,382 | $974K |
| National Philanthropic Trust | 0.01% | Reduce -72.0% | 12,354 | $972K |
| Innealta Capital, LLC | 0.60% | New | 12,350 | $971K |
| Summit Financial, LLC | 0.01% | Add +10.8% | 12,301 | $968K |
| Cardiff Park Advisors, LLC | 0.08% | No change | 12,300 | $967K |
| Essential Investment Partners LLC | 0.89% | New | 12,226 | $962K |
| Beacon Financial Group | 0.09% | No change | 12,048 | $948K |
| Haverford Trust Co | 0.01% | No change | 11,992 | $943K |
| Regimen Wealth, LLC | 0.28% | Reduce -30.7% | 11,977 | $942K |
| Rede Wealth, LLC | 0.34% | Add +45.4% | 11,942 | $939K |
| Regal Investment Advisors LLC | 0.05% | Reduce -5.0% | 11,891 | $935K |
| Smartleaf Asset Management LLC | 0.03% | Add +66.0% | 12,355 | $933K |
| Harbour Investments, Inc. | 0.01% | Add +13.1% | 11,832 | $931K |
| Purkiss Capital Advisors LLC | 0.41% | Add +36.3% | 11,762 | $925K |
| Paragon Capital Management Inc. | 0.78% | New | 11,761 | $925K |
| SMI Advisory Services, LLC | 0.15% | New | 11,653 | $925K |
| 21 West Wealth Management LLC | 0.86% | Reduce -6.5% | 11,755 | $925K |
| Natixis | 0.00% | Add +23.2% | 12,100 | $924K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.31% | Reduce -33.6% | 11,575 | $910K |
| Wealthcare Capital Management LLC | 0.09% | Reduce -5.0% | 11,491 | $904K |
| Arax Advisory Partners | 0.03% | Add +192.1% | 11,397 | $896K |
| Commerce Advisors, LLC | 0.75% | — | 11,357 | $893K |
| Wright Wealth LLC | 0.60% | Reduce -33.1% | 11,351 | $893K |
| Syon Capital LLC | 0.04% | Reduce -83.0% | 11,131 | $876K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | Add +295.2% | 11,101 | $873K |
| W Advisors, LLC | 0.45% | No change | 11,098 | $873K |
| Blue Zone Wealth Advisors, LLC | 0.18% | No change | 11,066 | $870K |
| Diversify Wealth Management, LLC | 0.02% | New | 9,751 | $869K |
| OLIO Financial Planning | 0.24% | Reduce -8.7% | 11,034 | $868K |
| Winthrop Capital Management, LLC | 0.22% | Reduce -8.4% | 11,010 | $866K |
| American Trust Investment Advisors, LLC | 0.48% | New | 10,980 | $864K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.9% | 10,950 | $861K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 10,900 | $857K |
| Panoramic Investment Advisors, LLC | 0.46% | Add +4.6% | 10,883 | $856K |
| Oxford Financial Group, LTD. LLC | 0.05% | No change | 10,838 | $853K |
| GMO | 0.00% | Add +1.5% | 10,817 | $851K |
| 1015 Capital Partners, LLC | 0.82% | Reduce -18.2% | 10,776 | $848K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 10,648 | $838K |
| Nvwm, LLC | 0.19% | Reduce -14.3% | 10,597 | $834K |
| TFO Wealth Partners, LLC | 0.11% | Add +0.8% | 10,595 | $833K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -37.6% | 10,529 | $828K |
| Marshall Financial Group, LLC | 0.13% | Reduce -6.0% | 10,474 | $824K |
| Bulwark Capital Corp | 0.51% | Add +2.6% | 10,419 | $820K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.1% | 10,311 | $811K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +8.3% | 10,258 | $807K |
| Fortis Group Advisors, LLC | 0.13% | New | 8,862 | $807K |
| Pure Financial Advisors, LLC | 0.01% | Add +3.7% | 10,234 | $805K |
| Dana Investment Advisors, Inc. | 0.02% | Add +41.6% | 10,143 | $798K |
| Sage Financial Group Inc. | 0.05% | Add +14.0% | 10,034 | $789K |
| BTG Pactual Asset Management US LLC | 0.08% | New | 10,006 | $787K |
| Mather Group, Llc. | 0.01% | Add +4.0% | 9,920 | $780K |
| Modera Wealth Management, LLC | 0.01% | Add +27.1% | 9,914 | $780K |
| Canal Capital Management, LLC | 0.11% | Reduce -25.4% | 9,890 | $778K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +1.8% | 9,851 | $775K |
| LexAurum Advisors, LLC | 0.10% | — | 9,786 | $770K |
| NWF Advisory Services Inc. | 0.09% | Add +9.5% | 9,750 | $767K |
| Uptown Financial Advisors LLC | 0.60% | Reduce -2.3% | 9,505 | $748K |
| West Wealth Group, LLC | 0.15% | Reduce -17.0% | 9,481 | $746K |
| Two Sigma Securities, LLC | 0.09% | Reduce -80.3% | 9,463 | $744K |
| Lido Advisors, LLC | 0.00% | Add +7.6% | 9,420 | $741K |
| Brady Martz Wealth Solutions, LLC | 0.13% | Reduce -15.0% | 9,402 | $740K |
| NBT Bank, N.A. | 0.05% | Reduce -9.1% | 9,369 | $737K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.7% | 9,169 | $721K |
| Claro Advisors Inc. | 0.09% | Reduce -28.1% | 9,114 | $717K |
| HORAN Wealth, LLC | 0.07% | Reduce -9.9% | 9,090 | $715K |
| Neumann Capital Management, LLC | 0.21% | Add +0.4% | 9,033 | $711K |
| Centaurus Financial, Inc. | 0.03% | Reduce -7.0% | 9,032 | $710K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +10.8% | 9,012 | $709K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -42.3% | 9,010 | $709K |
| Swisher Financial Concepts, Inc. | 0.40% | Reduce -3.4% | 8,990 | $707K |
| Quad-Cities Investment Group, LLC | 0.28% | Add +10.6% | 8,964 | $705K |
| Burke & Herbert Bank & Trust Co. | 0.19% | Reduce -0.8% | 8,961 | $705K |
| Armstrong Advisory Group, Inc. | 0.05% | Reduce -98.0% | 8,954 | $704K |
| Keudell/Morrison Wealth Management | 0.14% | Reduce -2.7% | 8,953 | $704K |
| Legacy Trust | 0.13% | Add +92.6% | 8,922 | $702K |
| J2 Capital Management Inc | 0.48% | Reduce -41.2% | 8,901 | $700K |
| Catalyst Financial Partners LLC | 0.08% | Add +3.9% | 8,875 | $698K |
| First Commonwealth Financial Corp | 0.11% | Reduce -17.1% | 8,859 | $697K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 8,852 | $696K |
| Cosner Financial Group, LLC | 0.38% | Reduce -7.7% | 8,811 | $693K |
| Novem Group | 0.08% | Reduce -14.0% | 8,790 | $691K |
| Strategic Financial Concepts, LLC | 0.17% | New | 8,819 | $690K |
| Advus Financial Partners, LLC | 0.17% | Reduce -6.9% | 8,674 | $682K |
| Verus Capital Partners, LLC | 0.05% | Reduce -10.4% | 8,580 | $675K |
| Richard W. Paul & Associates, LLC | 0.23% | Reduce -4.0% | 8,571 | $674K |
| Watershed Private Wealth LLC | 0.21% | Reduce -8.8% | 8,530 | $671K |
| Telos Capital Management, Inc. | 0.06% | Reduce -8.1% | 8,510 | $669K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -2.4% | 8,408 | $661K |
| Princeton Global Asset Management LLC | 0.11% | Add +19.3% | 8,395 | $660K |
| F&V Capital Management, LLC | 0.14% | Add +5.1% | 8,220 | $647K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -44.2% | 8,212 | $646K |
| Ewa, LLC | 0.15% | Reduce -91.2% | 8,124 | $639K |
| Assetmark, Inc. | 0.00% | Add +4.0% | 8,106 | $638K |
| Summitpoint Capital Management | 0.81% | — | 8,739 | $635K |
| Mittelman Wealth Management | 0.39% | Reduce -7.7% | 7,903 | $622K |
| Mayflower Financial Advisors, LLC | 0.08% | Add +3.8% | 7,888 | $620K |
| Marathon Strategic Advisors, LLC | 0.44% | No change | 7,841 | $617K |
| Unique Wealth Strategies, LLC | 0.25% | Add +14.7% | 7,841 | $617K |
| Kovack Advisors, Inc. | 0.03% | Reduce -5.0% | 7,705 | $609K |
| Estate Counselors, LLC | 0.05% | Add +2.9% | 7,725 | $608K |
| Toronto Dominion Bank | 0.00% | New | 7,625 | $600K |
| Amplius Wealth Advisors, LLC | 0.05% | Add +37.8% | 7,611 | $599K |
| Yukon Wealth Management, Inc. | 0.36% | No change | 7,600 | $598K |
| Western Wealth Management, LLC | 0.02% | Reduce -2.0% | 7,528 | $592K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -11.7% | 7,364 | $579K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 7,958 | $578K |
| Hudson Oak Wealth Advisory LLC | 0.50% | Add +31.5% | 7,309 | $575K |
| Patron Partners, LLC | 0.25% | Reduce -2.3% | 7,298 | $574K |
| Advyzon Investment Management, LLC | 0.05% | New | 7,267 | $572K |
| Asempa Wealth Advisors | 0.50% | Reduce -0.0% | 7,171 | $570K |
| Vontobel Holding Ltd. | 0.00% | Reduce -8.7% | 7,224 | $568K |
| LPWM LLC | 0.14% | Reduce -16.7% | 7,187 | $565K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +9.0% | 7,166 | $564K |
| Churchill Financial Advisors, LLC | 0.12% | Reduce -0.4% | 7,138 | $561K |
| Heartwood Wealth Advisors LLC | 0.05% | Reduce -12.5% | 7,126 | $561K |
| Csenge Advisory Group | 0.03% | Add +6.1% | 7,119 | $560K |
| Apollon Wealth Management, LLC | 0.01% | Add +10.0% | 7,084 | $557K |
| Fearless Solutions, LLC dba Best Invest | 0.33% | New | 7,009 | $551K |
| Sugar Maple Asset Management, LLC | 0.33% | New | 6,995 | $550K |
| Stonebridge Financial Planning Group, LLC | 0.20% | Add +31.2% | 6,962 | $548K |
| Comprehensive Money Management Services LLC | 0.36% | No change | 6,955 | $547K |
| New Republic Capital, LLC | 0.18% | Reduce -3.1% | 6,948 | $547K |
| Squarepoint Ops LLC | 0.00% | New | 6,939 | $546K |
| LiftPoint Family Wealth Advisors LLC | 0.45% | Reduce -28.6% | 6,917 | $544K |
| Foster Group, Inc. | 0.02% | Reduce -20.4% | 6,877 | $541K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.06% | Reduce -0.0% | 6,720 | $529K |
| Maia Wealth LLC | 0.09% | Reduce -5.3% | 6,691 | $526K |
| Root Financial Partners, LLC | 0.02% | Reduce -15.9% | 6,638 | $522K |
| Bison Wealth, LLC | 0.05% | Add +79.0% | 5,417 | $521K |
| Walsh & Associates, LLC | 0.51% | No change | 6,601 | $519K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 6,600 | $519K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -14.8% | 6,583 | $518K |
| Resurgent Financial Advisors LLC | 0.19% | Add +8.8% | 6,516 | $513K |
| Sowell Financial Services LLC | 0.02% | Reduce -12.3% | 6,495 | $511K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +6.5% | 6,760 | $511K |
| LRI Investments, LLC | 0.05% | New | 6,486 | $510K |
| Aspetuck Financial Management LLC | 0.35% | Add +8.4% | 6,445 | $507K |
| Veltria Advisors Corp. | 1.68% | Add +29.0% | 5,389 | $505K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +114.9% | 6,414 | $505K |
| PDS Planning, Inc | 0.03% | Reduce -14.1% | 6,340 | $499K |
| Newman Dignan & Sheerar, Inc. | 0.10% | New | 6,332 | $498K |
| Shelton Capital Management | 0.01% | New | 6,288 | $495K |
| First National Bank of Mount Dora, Trust Investment Services | 0.11% | Reduce -29.8% | 6,273 | $493K |
| Apeiron RIA LLC | 0.11% | Add +8.4% | 6,206 | $488K |
| Brand Asset Management Group, Inc. | 0.13% | Reduce -2.6% | 6,202 | $488K |
| Ashford Advisors, LLC | 0.11% | No change | 6,142 | $483K |
| LMCG Investments, LLC | 0.03% | Reduce -0.4% | 6,107 | $480K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -0.4% | 6,107 | $480K |
| Caliber Wealth Management, LLC / KS | 0.05% | Reduce -11.6% | 6,028 | $474K |
| Brookwood Investment Group LLC | 0.06% | Reduce -13.1% | 5,968 | $469K |
| IFP Advisors, Inc | 0.01% | Reduce -4.4% | 5,957 | $469K |
| Cassilly Financial Group LLC | 0.40% | Reduce -1.6% | 5,905 | $464K |
| Crewe Advisors LLC | 0.04% | Add +741.9% | 5,902 | $464K |
| SJS Investment Consulting Inc. | 0.06% | Reduce -3.4% | 5,825 | $458K |
| Elser Financial Planning, Inc | 0.02% | New | 5,880 | $457K |
| Miller Global Investments, LLC | 0.41% | Reduce -4.2% | 5,714 | $449K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.9% | 5,666 | $446K |
| W1M Asset Management Ltd | 0.00% | Reduce -16.6% | 5,667 | $446K |
| Moran Wealth Management, LLC | 0.01% | Add +14.3% | 5,660 | $445K |
| Brookstone Capital Management | 0.01% | Add +14.1% | 5,656 | $445K |
| CIBC Bancorp USA Inc. | 0.00% | — | 5,609 | $441K |
| GreatBanc Trust CO | 0.31% | Add +0.8% | 5,585 | $439K |
| Vanguard National Trust Co | 0.03% | — | 5,580 | $439K |
| Pacific Park Financial, Inc. | 0.29% | Reduce -6.9% | 5,553 | $437K |
| Tiaa Trust, National Association | 0.03% | Reduce -99.0% | 5,516 | $434K |
| Morling Financial Advisors, LLC | 0.13% | No change | 5,509 | $433K |
| Latitude Advisors, LLC | 0.20% | Reduce -18.4% | 5,507 | $433K |
| Detalus Advisors, LLC | 0.10% | Reduce -0.9% | 5,503 | $433K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 5,500 | $433K |
| Stonebrook Private Inc. | 0.09% | Reduce -6.3% | 5,420 | $426K |
| Evolve Private Wealth, LLC | 0.02% | No change | 5,400 | $425K |
| Revisor Wealth Management LLC | 0.12% | No change | 5,382 | $423K |
| Maridea Wealth Management LLC | 0.06% | Add +0.3% | 5,371 | $422K |
| Elevated Capital Advisors, LLC | 0.10% | Reduce -8.9% | 5,298 | $417K |
| Private Trust Co. NA | 0.04% | Reduce -6.0% | 5,293 | $416K |
| Firethorn Wealth Partners, LLC | 0.15% | Reduce -3.6% | 5,292 | $416K |
| Signaturefd, LLC | 0.01% | Add +0.4% | 5,290 | $416K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -26.6% | 5,270 | $415K |
| Altfest L J & Co. Inc. | 0.04% | No change | 5,193 | $408K |
| ONE Advisory Partners, LLC | 0.13% | Reduce -9.2% | 5,189 | $408K |
| Fiduciary Trust Co | 0.00% | Reduce -13.7% | 5,182 | $408K |
| Midwest Capital Advisors, LLC | 0.19% | Reduce -7.3% | 5,168 | $407K |
| Octavia Wealth Advisors, LLC | 0.04% | No change | 5,091 | $400K |
| Phoenix Financial Ltd. | 0.00% | No change | 5,082 | $400K |
| 5T Wealth, LLC | 0.16% | Reduce -0.7% | 5,032 | $396K |
| Scotia Capital Inc. | 0.00% | Add +28.5% | 5,007 | $394K |
| Cove Private Wealth, LLC | 0.09% | No change | 5,000 | $393K |
| Athena Investment Management | 0.20% | No change | 4,940 | $389K |
| DF Dent & Co. Inc. | 0.01% | No change | 4,930 | $388K |
| Rather & Kittrell, Inc. | 0.06% | No change | 4,920 | $387K |
| Spire Wealth Management | 0.01% | Reduce -1.6% | 4,881 | $384K |
| Avior Wealth Management, LLC | 0.01% | New | 4,727 | $372K |
| BridgePort Financial Solutions, LLC | 0.11% | No change | 4,713 | $371K |
| Pitcairn Wealth Advisors LLC | 0.03% | No change | 5,084 | $370K |
| Pines Wealth Management, LLC | 0.12% | Reduce -32.6% | 4,691 | $369K |
| Weitzel Financial Services, Inc. | 0.14% | Reduce -93.9% | 3,023 | $368K |
| Smith Partners Wealth Management, LLC | 0.33% | No change | 4,667 | $367K |
| Allie Family Office LLC | 0.16% | No change | 4,639 | $365K |
| Evolution Wealth Management Inc. | 0.27% | Add +1.0% | 4,634 | $365K |
| HMV Wealth Advisors, LLC | 0.17% | No change | 4,610 | $363K |
| Shared Vision Wealth Group LLC | 0.15% | Reduce -29.8% | 4,600 | $362K |
| Cary Street Partners Financial LLC | 0.01% | No change | 4,539 | $357K |
| Tsfg, LLC | 0.05% | Reduce -0.3% | 4,512 | $355K |
| Cypress Point Wealth Management, LLC | 0.08% | No change | 4,462 | $351K |
| PUREfi Wealth, LLC | 0.23% | New | 4,400 | $346K |
| Chatterton & Associates Inc. | 0.24% | Add +31.0% | 4,085 | $346K |
| Portland Global Advisors LLC | 0.04% | Reduce -17.7% | 4,393 | $346K |
| Prudent Man Investment Management, Inc. | 0.12% | No change | 4,729 | $344K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.3% | 4,365 | $343K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -14.0% | 4,345 | $342K |
| Porter White Investment Advisors, Inc. | 0.14% | New | 4,300 | $338K |
| XTX Topco Ltd | 0.01% | New | 4,262 | $335K |
| Ballast Rock Private Wealth LLC | 0.18% | New | 4,170 | $328K |
| Alpha Omega Wealth Management LLC | 0.05% | Add +16.9% | 4,151 | $327K |
| Retirement Wealth Solutions LLC | 0.21% | No change | 4,137 | $325K |
| Miller Capital Partners, Inc. | 0.16% | No change | 4,122 | $324K |
| Hudock, Inc. | 0.05% | No change | 4,044 | $318K |
| Narus Financial Partners, LLC | 0.08% | Reduce -18.4% | 4,033 | $317K |
| Aegis Wealth Management LLC | 0.18% | No change | 4,000 | $315K |
| Simon Quick Advisors, LLC | 0.01% | Add +11.4% | 3,973 | $313K |
| Core Wealth Advisors, LLC | 0.24% | Reduce -1.2% | 3,940 | $310K |
| Evergreen Capital Management LLC | 0.01% | No change | 3,926 | $309K |
| Neuberger Berman Group LLC | 0.00% | No change | 3,926 | $309K |
| Lane Brothers & Co. Inc. | 0.22% | Reduce -8.6% | 3,903 | $307K |
| Berger Financial Group, Inc | 0.02% | Add +6.8% | 3,881 | $305K |
| Hudson Value Partners, LLC | 0.09% | No change | 3,800 | $299K |
| Stokes Family Office, LLC | 0.03% | Reduce -49.4% | 3,799 | $299K |
| Curated Wealth Partners LLC | 0.04% | No change | 3,772 | $297K |
| Spirepoint Private Client, LLC | 0.03% | New | 3,743 | $294K |
| Northwest Wealth Management, LLC | 0.04% | No change | 3,712 | $292K |
| Ascentis Independent Advisors | 0.02% | New | 3,672 | $289K |
| Americana Partners, LLC | 0.01% | Add +0.3% | 3,648 | $287K |
| Jane Street Group, LLC | 0.00% | Reduce -99.6% | 3,638 | $286K |
| MCF Advisors LLC | 0.01% | Add +1476.1% | 3,625 | $285K |
| Capital Investment Advisors, LLC | 0.00% | Add +7.1% | 3,607 | $284K |
| LWM Advisors Inc. | 0.24% | No change | 3,588 | $282K |
| Henderson Brothers Financial Partners, LLC | 0.07% | — | 3,572 | $281K |
| Life Line Wealth Management LLC | 0.13% | Add +8.9% | 3,557 | $280K |
| LFA - Lugano Financial Advisors SA | 0.14% | No change | 3,547 | $279K |
| Sigma Planning Corp | 0.01% | New | 3,541 | $279K |
| Keystone Financial Services | 0.08% | Reduce -29.1% | 3,536 | $278K |
| Battery Global Advisors, LLC | 0.15% | Add +10205.9% | 3,504 | $276K |
| QRG Capital Management, Inc. | 0.00% | Reduce -2.2% | 3,495 | $275K |
| Accel Wealth Management | 0.07% | Reduce -7.9% | 3,492 | $275K |
| Brian Low Financial Group, LLC | 0.19% | Add +14.2% | 3,487 | $274K |
| Dala Group, LLC | 0.23% | No change | 3,485 | $274K |
| Howard Financial Services, LTD. | 0.03% | No change | 3,481 | $274K |
| Inspire Advisors, LLC | 0.02% | Add +25.9% | 3,477 | $273K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +6.8% | 3,451 | $271K |
| Old National Bancorp | 0.00% | Reduce -5.5% | 3,450 | $271K |
| Investment Research Partners LLC | 0.11% | No change | 3,425 | $269K |
| Lavaca Capital LLC | 0.05% | Reduce -3.3% | 3,425 | $269K |
| Capital Advisors Inc. | 0.00% | No change | 3,414 | $269K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 3,398 | $267K |
| WNY Asset Management, LLC | 0.03% | — | 3,361 | $264K |
| Cyndeo Wealth Partners, LLC | 0.01% | Add +18.1% | 3,337 | $262K |
| Signet Private Wealth LLC | 0.25% | New | 3,314 | $261K |
| Twin Focus Capital Partners, LLC | 0.03% | No change | 3,305 | $260K |
| Cascade Financial Partners, LLC | 0.03% | No change | 3,270 | $257K |
| Moors & Cabot, Inc. | 0.01% | Reduce -5.8% | 3,228 | $254K |
| Mills Wealth Advisors LLC | 0.09% | No change | 3,204 | $252K |
| Fidelis Capital Partners, LLC | 0.02% | New | 3,202 | $252K |
| Jim Saulnier & Associates, LLC | 0.12% | No change | 3,193 | $251K |
| Unify Financial Advisors | 0.26% | Reduce -0.2% | 3,141 | $247K |
| Osprey Private Wealth LLC | 0.07% | New | 3,125 | $246K |
| Intrust Bank NA | 0.02% | New | 3,078 | $242K |
| Northland Securities, Inc. | 0.23% | Reduce -2.2% | 3,077 | $242K |
| RS Crum Inc. | 0.05% | Reduce -1.6% | 3,072 | $242K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.04% | Reduce -1.2% | 3,067 | $241K |
| apricus wealth, LLC | 0.12% | No change | 3,040 | $239K |
| Avion Wealth | 0.05% | No change | 3,050 | $239K |
| Protective Life Corp. | 0.79% | New | 3,012 | $237K |
| HSBC Holdings PLC | 0.00% | No change | 3,005 | $236K |
| Tenon Financial LLC | 0.09% | No change | 3,002 | $236K |
| Sound Portfolio Advisors, LLC | 0.19% | New | 3,000 | $236K |
| Balyasny Asset Management L.P. | 0.00% | New | 3,000 | $236K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -30.2% | 2,995 | $236K |
| RMR Wealth Builders | 0.02% | Reduce -2.6% | 2,990 | $235K |
| New Harbor Financial Group, LLC | 0.04% | Reduce -1.3% | 2,972 | $234K |
| Greenspring Advisors, LLC | 0.01% | New | 2,970 | $234K |
| Flputnam Investment Management Co. | 0.00% | New | 2,949 | $232K |
| Florida Financial Advisors, LLC | 0.06% | New | 2,925 | $230K |
| D'Orazio & Associates, Inc. | 0.03% | No change | 2,917 | $229K |
| TPG Advisors LLC | 0.14% | Add +4.7% | 2,912 | $229K |
| WealthShield Partners, LLC | 0.03% | Reduce -3.2% | 2,904 | $228K |
| Invested Advisors | 0.23% | No change | 2,892 | $227K |
| GTS Financial, LLC | 0.18% | — | 4,119 | $227K |
| W.H. Cornerstone Investments Inc. | 0.14% | New | 2,835 | $223K |
| First PREMIER Bank | 0.05% | Reduce -0.7% | 2,833 | $223K |
| Goldstein Advisors, LLC | 0.02% | Reduce -1.6% | 2,827 | $222K |
| Greenleaf Trust | 0.00% | Reduce -7.9% | 2,817 | $222K |
| DBK Financial Counsel, LLC | 0.17% | New | 2,815 | $221K |
| Factor Wealth Management LTD | 0.04% | Reduce -12.0% | 2,805 | $221K |
| Forum Finance Group S.A. | 0.12% | — | 3,450 | $220K |
| Redhawk Wealth Advisors, Inc. | 0.02% | Add +0.4% | 2,796 | $220K |
| BlackDiamond Wealth Management, LLC | 0.11% | New | 2,779 | $219K |
| Clarity Asset Management, Inc. | 0.11% | Reduce -61.1% | 2,765 | $217K |
| Moneco Advisors, LLC | 0.02% | New | 2,733 | $215K |
| Glenview Trust Co | 0.00% | New | 2,715 | $214K |
| Signal Advisors Wealth, LLC | 0.01% | Reduce -3.6% | 2,680 | $211K |
| Deutsche Bank AG | 0.00% | Reduce -93.0% | 2,656 | $209K |
| Box Hill Private Wealth LLC | 0.20% | New | 2,619 | $206K |
| Mainstream Capital Management LLC | 0.14% | New | 2,611 | $205K |
| First Financial Bankshares Inc | 0.00% | Reduce -61.3% | 2,607 | $205K |
| Stone House Investment Management, LLC | 0.04% | Reduce -19.9% | 2,601 | $205K |
| Northstar Asset Management Inc. | 0.06% | New | 2,582 | $203K |
| Galvin, Gaustad & Stein, LLC | 0.02% | New | 2,578 | $203K |
| New England Private Wealth Advisors LLC | 0.02% | New | 2,570 | $202K |
| Strategic Wealth Advisors LLC | 0.16% | Add +2.3% | 2,579 | $202K |
| Cutler Investment Counsel LLC | 0.02% | New | 2,557 | $201K |
| EFG International AG | 0.00% | No change | 2,550 | $201K |
| Manchester Capital Management LLC | 0.03% | Add +41.0% | 2,457 | $193K |
| Missouri Trust & Investment Co | 0.06% | Add +37.1% | 2,400 | $189K |
| Wellington-Altus USA Inc. | 0.10% | Add +254.6% | 1,734 | $177K |
| BigSur Wealth Management LLC | 0.05% | No change | 2,240 | $176K |
| Lanark Financial, Inc. | 0.01% | Add +59.4% | 2,174 | $171K |
| Provenance Wealth Advisors, LLC | 0.02% | Reduce -47.0% | 2,150 | $169K |
| GeoWealth Management, LLC | 0.01% | Reduce -35.7% | 2,127 | $167K |
| HM Payson & Co. | 0.00% | New | 2,065 | $162K |
| Bank of New Hampshire | 0.04% | No change | 2,055 | $162K |
| Ramirez Asset Management, Inc. | 0.02% | No change | 1,998 | $157K |
| UMB Bank, n.a. | 0.00% | No change | 1,964 | $154K |
| Bogart Wealth, LLC | 0.01% | Reduce -11.1% | 1,959 | $154K |
| Angeles Wealth Management, LLC | 0.01% | Add +77.2% | 1,930 | $152K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -0.3% | 1,868 | $147K |
| Brown Brothers Harriman & Co. | 0.00% | Add +159.3% | 1,807 | $142K |
| Larson Financial Group LLC | 0.00% | No change | 1,774 | $140K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,730 | $136K |
| Rossby Financial, LCC | 0.03% | Add +8.7% | 1,699 | $135K |
| Capital Analysts, LLC | 0.00% | No change | 1,698 | $135K |
| TD Waterhouse Canada Inc. | 0.00% | Add +71.4% | 1,644 | $130K |
| Acropolis Investment Management, LLC | 0.01% | New | 1,637 | $129K |
| Kings Path Partners LLC | 0.04% | Reduce -6.0% | 1,552 | $122K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,545 | $122K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +146.7% | 1,532 | $121K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -17.3% | 1,521 | $120K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.03% | New | 1,500 | $118K |
| SYM FINANCIAL Corp | 0.01% | Reduce -5.9% | 1,484 | $117K |
| Global Assets Advisory, LLC | 0.03% | New | 1,950 | $111K |
| John A. Wolfe & Associates, Inc. | 0.16% | New | 1,360 | $107K |
| Tucker Asset Management LLC | 0.03% | Reduce -40.8% | 1,359 | $107K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 1,300 | $102K |
| Hurley Capital, LLC | 0.05% | Add +1367.9% | 1,233 | $97K |
| TD Private Client Wealth LLC | 0.00% | Add +12.2% | 1,120 | $88K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,098 | $86K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 1,071 | $84K |
| AdvisorNet Financial, Inc | 0.00% | No change | 1,021 | $80K |
| Godfrey Financial Associates, Inc. | 0.07% | Add +74.7% | 994 | $78K |
| Wolff Wiese Magana LLC | 0.04% | No change | 991 | $78K |
| Red Tortoise LLC | 0.03% | No change | 958 | $75K |
| Allworth Financial LP | 0.00% | Reduce -6.9% | 946 | $74K |
| Synergy Investment Management, LLC | 0.02% | New | 917 | $72K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -8.8% | 884 | $70K |
| Vanguard Advisers Inc. | 0.00% | — | 883 | $69K |
| Bokf, NA | 0.00% | No change | 851 | $67K |
| Vision Retirement, LLC | 0.02% | Reduce -55.5% | 838 | $66K |
| Creative Financial Designs Inc. | 0.00% | Reduce -3.1% | 787 | $62K |
| Arlington Trust Co LLC | 0.01% | No change | 744 | $59K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 736 | $58K |
| Albion Financial Group | 0.00% | No change | 735 | $58K |
| Financial Perspectives, Inc | 0.02% | No change | 730 | $57K |
| Rice Partnership, LLC | 0.01% | New | 709 | $56K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +269.5% | 702 | $55K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 698 | $55K |
| Financial Consulate, Inc. | 0.01% | New | 583 | $46K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 547 | $43K |
| Geneos Wealth Management Inc. | 0.00% | No change | 538 | $42K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 522 | $41K |
| Sound Income Strategies, LLC | 0.00% | No change | 508 | $40K |
| Abound Wealth Management | 0.01% | No change | 506 | $40K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 485 | $38K |
| Phillips Financial Management, LLC | 0.00% | No change | 473 | $37K |
| Grove Bank & Trust | 0.00% | No change | 430 | $34K |
| Zions Bancorporation, National Association | 0.00% | No change | 421 | $33K |
| Front Row Advisors LLC | 0.01% | No change | 414 | $33K |
| Bangor Savings Bank | 0.00% | Reduce -13.4% | 408 | $32K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 389 | $31K |
| Go Invest LLC | 0.01% | No change | 374 | $29K |
| Trust Co | 0.00% | No change | 370 | $29K |
| Opal Wealth Advisors, LLC | 0.01% | New | 362 | $28K |
| Clark Wealth Partners | 0.02% | No change | 360 | $28K |
| Sankala Group LLC | 0.02% | No change | 366 | $28K |
| PlanVest Financial, Inc | 0.02% | — | 342 | $27K |
| Wells Financial Advisors INC | 0.12% | Reduce -74.6% | 340 | $27K |
| Capital Advisor Network LLC | 0.04% | — | 337 | $27K |
| Sofi Wealth, LLC | 0.00% | Reduce -2.5% | 311 | $24K |
| Smithfield Trust Co | 0.00% | No change | 314 | $24K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -31.4% | 299 | $24K |
| My Portfolio Guide, LLC | 0.01% | — | 289 | $23K |
| Curio Wealth, LLC | 0.01% | No change | 284 | $22K |
| GS Investments, Inc. | 0.01% | No change | 275 | $22K |
| Rialto Wealth Management, LLC | 0.00% | No change | 275 | $22K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1236.8% | 254 | $20K |
| Nova Wealth Management, Inc. | 0.01% | No change | 217 | $17K |
| Accordant Advisory Group Inc | 0.01% | Add +8.0% | 216 | $17K |
| Team Financial Group, LLC | 0.01% | No change | 210 | $17K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -17.3% | 172 | $16K |
| Founders Financial Alliance, LLC | 0.00% | Add +27.0% | 202 | $16K |
| Proffitt & Goodson Inc. | 0.00% | Add +60.2% | 197 | $15K |
| Grand Wealth Management, LLC | 0.01% | No change | 191 | $15K |
| Cambient Family Office, LLC | 0.00% | New | 188 | $15K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -86.4% | 186 | $15K |
| Birchwood Financial Partners, Inc. | 0.01% | No change | 185 | $15K |
| International Assets Investment Management, LLC | 0.00% | Reduce -57.1% | 179 | $14K |
| Private Wealth Management Group, LLC | 0.00% | Add +12.1% | 176 | $14K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 176 | $14K |
| Strategic Advisory Partners, LLC | 0.01% | New | 149 | $12K |
| Triumph Capital Management | 0.00% | No change | 147 | $12K |
| Mosley Wealth Management | 0.01% | New | 164 | $11K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -31.0% | 138 | $11K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 137 | $11K |
| TD Capital Management LLC | 0.00% | No change | 129 | $10K |
| GAMMA Investing LLC | 0.00% | Add +12.3% | 128 | $10K |
| Covestor Ltd | 0.01% | Reduce -1.5% | 129 | $10K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 124 | $10K |
| Chesapeake Asset Management LLC | 0.01% | No change | 117 | $9K |
| Tompkins Financial Corp. | 0.00% | Add +3.6% | 116 | $9K |
| NorthAvenue LLC | 0.01% | No change | 115 | $9K |
| CKW Financial Group | 0.00% | Reduce -97.5% | 112 | $9K |
| Balentine LLC | 0.00% | No change | 103 | $8K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 103 | $8K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 100 | $8K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 91 | $7K |
| FWL Investment Management, LLC | 0.00% | Reduce -54.5% | 90 | $7K |
| Winch Advisory Services, LLC | 0.00% | No change | 87 | $7K |
| Magnolia Wealth Management, LLC | 0.00% | New | 78 | $6K |
| Leo H. Evart, Inc. | 0.01% | — | 75 | $6K |
| POM Investment Strategies, LLC | 0.01% | New | 73 | $6K |
| Operose Advisors LLC | 0.00% | No change | 71 | $6K |
| DecisionPoint Financial, LLC | 0.00% | No change | 69 | $5K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 68 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 60 | $5K |
| Trust Co. of Toledo NA | 0.00% | No change | 58 | $5K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 50 | $4K |
| Kingdom Financial Group LLC. | 0.00% | No change | 50 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 50 | $4K |
| Lummis Asset Management, LP | 0.00% | No change | 49 | $4K |
| Gen-Wealth Partners Inc | 0.00% | No change | 48 | $4K |
| Ankerstar Wealth, LLC | 0.00% | No change | 46 | $4K |
| True Link Financial Advisors, LLC | 0.00% | New | 45 | $4K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -70.7% | 39 | $3K |
| Strive Financial Group ,LLC | 0.00% | New | 44 | $3K |
| Gladwyn Financial Advisors, Inc. | 0.00% | No change | 38 | $3K |
| Hilton Head Capital Partners, LLC | 0.00% | Add +65.2% | 38 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 37 | $3K |
| Burk Holdings LLC | 0.00% | New | 32 | $3K |
| Archer Investment Corp | 0.00% | No change | 32 | $3K |
| Alerus Financial NA | 0.00% | Add +3.3% | 31 | $2K |
| Ashton Thomas Securities, LLC | 0.00% | New | 22 | $2K |
| Tidemark, LLC | 0.00% | New | 20 | $2K |
| Caitlin John, LLC | 0.00% | No change | 7 | $551 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 6 | $472 |
| EPG Wealth Management LLC | 0.00% | No change | 4 | $315 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 4 | $315 |
"% 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.