iShares MSCI Emr MRK Ex ChnaEMXCETF
13F holders, Q2 2026 (June 30)1,025holders +90
132new positions
44sold out
7famous investors
$102.23avg. 13F price*
At the end of Q2 2026, 1,025 institutions reported holding iShares MSCI Emr MRK Ex Chna (EMXC) in their 13F filings, up 90 from Q1 2026. 132 opened new positions and 44 sold out. The largest holders were Goldman Sachs Group Inc. ($3.7B), Bank of America Corp. ($1.6B) and Northern Trust Corp. ($779.5M). 7 famous investors held it, including George Soros (0.6% 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 132 | $198.2M |
| Exits | 44 | $212.4M |
All 13F filers, Q1 2026 → Q2 2026: 24,620,462 shares bought and 9,778,677 shares sold, net +14,841,785 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,025 holders
| Goldman Sachs Group Inc. | 0.39% | Add +21.6% | 36,096,959 | $3.7B |
| Bank of America Corp. | 0.10% | Add +12.8% | 15,416,323 | $1.6B |
| Northern Trust Corp. | 0.09% | Add +3.4% | 7,620,077 | $779.5M |
| Northwestern Mutual Wealth Management Co. | 0.29% | Add +4.1% | 5,351,025 | $547.4M |
| Bank of New York Mellon Corp | 0.09% | Reduce -4.7% | 5,202,164 | $532.2M |
| Morgan Stanley | 0.02% | Add +1.1% | 4,391,922 | $449.3M |
| LPL Financial LLC | 0.10% | Add +32.5% | 4,232,483 | $433.0M |
| Ameriprise Financial Inc. | 0.08% | Reduce -1.9% | 3,874,678 | $401.5M |
| BlackRock, Inc. | 0.01% | Add +6.3% | 3,537,826 | $361.9M |
| Cullen/Frost Bankers, Inc. | 3.13% | Add +21.1% | 3,105,139 | $317.7M |
| Envestnet Asset Management Inc. | 0.07% | Add +47.5% | 3,033,652 | $310.3M |
| JPMorgan Chase & Co. | 0.02% | Add +5.3% | 2,760,202 | $277.3M |
| Teacher Retirement System of Texas | 0.71% | Reduce -14.1% | 2,579,723 | $263.9M |
| Wells Fargo & Company | 0.05% | Add +20.6% | 2,531,137 | $258.9M |
| UBS Group AG | 0.04% | Add +5.7% | 2,215,349 | $226.6M |
| Facet Wealth, Inc. | 3.21% | Add +0.6% | 2,188,288 | $223.9M |
| US Bancorp \de | 0.23% | Add +6.7% | 2,073,581 | $212.1M |
| Stifel Financial Corp. | 0.16% | Add +26.8% | 1,912,586 | $195.7M |
| Jane Street Group, LLC | 0.12% | Add +51864.9% | 1,890,485 | $193.4M |
| CENTRAL TRUST Co | 3.47% | Reduce -0.9% | 1,873,125 | $191.6M |
| Invesco Ltd. | 0.01% | Reduce -15.2% | 1,757,000 | $179.7M |
| Jupiter Topco LLC | 0.07% | — | 1,714,300 | $175.4M |
| Valmark Advisers, Inc. | 1.67% | Reduce -14.4% | 1,536,180 | $157.2M |
| Russell Investments Group, Ltd. | 0.13% | Reduce -5.5% | 1,446,073 | $147.9M |
| Johns Hopkins University | 9.74% | No change | 1,423,744 | $145.6M |
| Clal Insurance Enterprises Holdings Ltd | 0.60% | Add +3301.1% | 1,302,290 | $133.2M |
| Advocacy Wealth Management, LLC | 4.46% | Add +132.1% | 1,198,777 | $122.6M |
| Raymond James Financial Inc. | 0.03% | Add +15.3% | 1,182,341 | $121.0M |
| Eastern Bank | 1.80% | Reduce -9.8% | 1,147,210 | $117.4M |
| HighTower Advisors, LLC | 0.11% | Reduce -4.8% | 1,092,974 | $111.8M |
| Avidian Wealth Enterprises, LLC | 3.03% | Add +0.9% | 1,067,982 | $109.3M |
| Partners Capital Investment Group, LLP | 3.77% | Add +2.2% | 1,044,702 | $106.9M |
| RiverFront Investment Group, LLC | 1.39% | Add +9.8% | 1,026,995 | $105.1M |
| Royal Bank of Canada | 0.02% | Add +12.3% | 1,016,870 | $104.0M |
| Composition Wealth, LLC | 1.11% | Reduce -3.7% | 920,867 | $94.2M |
| MAI Capital Management | 0.35% | Add +329.9% | 891,372 | $91.2M |
| Bridgewater Associates | 0.37% | Reduce -17.9% | 880,516 | $90.1M |
| Mariner, LLC | 0.09% | Add +5.3% | 838,682 | $85.8M |
| Creative Planning | 0.05% | Reduce -1.2% | 795,831 | $81.4M |
| 1ST Source Bank | 3.65% | Reduce -0.2% | 786,100 | $80.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.25% | Add +13.2% | 717,949 | $73.4M |
| Hancock Whitney Corp. | 1.19% | Add +9.3% | 700,982 | $71.7M |
| Commonwealth Equity Services, LLC | 0.09% | Add +2.0% | 674,300 | $69.0M |
| Osaic Holdings, Inc. | 0.08% | Add +82.0% | 671,667 | $68.8M |
| State of Wisconsin Investment Board | 0.14% | Reduce -12.4% | 666,900 | $68.2M |
| Myriad Asset Management Advisors LLC | 16.06% | Reduce -10.6% | 665,140 | $68.0M |
| Crestwood Advisors Group, LLC | 1.00% | Add +41.6% | 658,794 | $67.4M |
| Anderson Hoagland & Co. | 5.22% | Add +0.3% | 651,452 | $66.6M |
| Hughes Financial Services, LLC | 8.79% | Reduce -10.1% | 647,996 | $66.3M |
| Thrivent Financial for Lutherans | 0.11% | Add +4.8% | 630,756 | $64.5M |
| Citigroup Inc. | 0.03% | Add +574.0% | 625,504 | $64.0M |
| New York Life Investment Management LLC | 0.44% | Add +7.9% | 618,086 | $63.2M |
| Farther Finance Advisors, LLC | 0.49% | Add +2.8% | 614,537 | $62.9M |
| Focus Partners Wealth | 0.06% | Add +12.0% | 609,087 | $62.3M |
| Aprio Wealth Management, LLC | 3.06% | Reduce -6.0% | 605,741 | $62.0M |
| Cetera Investment Advisers | 0.06% | Add +25.5% | 592,596 | $60.6M |
| Artemis Wealth Advisors, LLC | 7.01% | Reduce -27.0% | 571,595 | $58.5M |
| Integrated Wealth Concepts LLC | 0.37% | Reduce -1.8% | 557,027 | $57.0M |
| Ayalon Insurance Comp Ltd. | 6.77% | Add +64.3% | 539,403 | $55.2M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -3.3% | 538,730 | $55.1M |
| Baird Financial Group, Inc. | 0.07% | Add +2.0% | 521,399 | $53.3M |
| Clearwater Capital Advisors, LLC | 3.79% | Reduce -3.3% | 504,877 | $51.6M |
| Oppenheimer Asset Management Inc. | 0.53% | Add +1.6% | 497,908 | $50.9M |
| TRUE Private Wealth Advisors | 4.34% | Reduce -17.5% | 491,174 | $50.2M |
| Proficio Capital Partners LLC | 1.75% | Add +30.8% | 475,841 | $48.7M |
| Prudential PLC | 0.32% | Reduce -0.1% | 472,201 | $48.3M |
| Sanctuary Advisors, LLC | 0.22% | Add +22.0% | 469,938 | $48.1M |
| Oakworth Capital, Inc. | 2.27% | Add +32.0% | 474,420 | $47.8M |
| Captrust Financial Advisors | 0.07% | Add +1.3% | 456,863 | $46.7M |
| Sentinel Trust Co. Lba | 4.13% | No change | 456,200 | $46.7M |
| Janney Montgomery Scott LLC | 0.09% | Add +2.6% | 449,441 | $46.0M |
| Legacy Edge Advisors, LLC | 4.19% | Reduce -10.3% | 445,806 | $45.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Add +3837.9% | 429,231 | $43.9M |
| MML Investors Services, LLC | 0.09% | Add +171.2% | 420,612 | $43.0M |
| Tradition Wealth Management, LLC | 2.40% | Add +1.6% | 384,272 | $39.3M |
| Vestmark Advisory Solutions, Inc. | 0.36% | Add +9.9% | 369,793 | $37.8M |
| Elevation Point Wealth Partners, LLC | 0.70% | Add +9.5% | 368,846 | $37.7M |
| Soros Fund Management | 0.63% | No change | 354,686 | $36.3M |
| Alps Advisors Inc. | 0.17% | Add +31.9% | 346,465 | $35.4M |
| Seascape Capital Management | 8.15% | Reduce -0.3% | 332,476 | $34.0M |
| Heck Capital Advisors, LLC | 1.90% | Add +291.3% | 311,697 | $31.9M |
| Prime Buchholz LLC | 11.05% | Reduce -6.2% | 299,549 | $30.6M |
| Stockman Wealth Management, Inc. | 3.16% | Reduce -8.1% | 298,938 | $30.6M |
| Waterloo Capital, L.P. | 1.72% | Add +2.9% | 297,542 | $30.4M |
| Curi Capital, LLC | 0.46% | Reduce -17.3% | 289,916 | $29.7M |
| Mutual of America Capital Management LLC | 0.29% | Reduce -3.5% | 289,155 | $29.6M |
| Carr Financial Group Corp | 6.79% | Reduce -12.6% | 288,311 | $29.5M |
| Cerity Partners LLC | 0.04% | Reduce -2.5% | 287,564 | $29.4M |
| FIL Ltd | 0.02% | New | 282,272 | $28.9M |
| World Investment Advisors | 0.47% | Add +2.3% | 359,314 | $28.5M |
| Corient Private Wealth LP | 0.04% | Add +16.0% | 275,765 | $28.2M |
| Professional Advisory Services Inc. | 3.10% | Reduce -32.4% | 275,475 | $28.2M |
| SMI Advisory Services, LLC | 4.45% | Add +2252.3% | 274,115 | $27.5M |
| OpenArc Corporate Advisory, LLC | 0.32% | Reduce -0.8% | 266,453 | $27.3M |
| Trail Ridge Investment Advisors, LLC | 11.45% | Add +5.9% | 264,923 | $27.1M |
| Beam Wealth Advisors, Inc. | 5.92% | Reduce -9.6% | 262,556 | $26.9M |
| Cardinal Strategic Wealth Guidance | 6.07% | Reduce -22.8% | 261,857 | $26.8M |
| Legacy Financial Group LLC | 2.95% | Reduce -30.3% | 255,720 | $26.2M |
| Atlantic Edge Private Wealth Management, LLC | 5.25% | Add +43.8% | 250,102 | $25.6M |
| Ashton Thomas Private Wealth, LLC | 0.52% | Add +1.9% | 243,929 | $25.0M |
| Columbia Bank | 5.53% | Add +5.9% | 241,082 | $24.7M |
| Truist Financial Corp. | 0.03% | Add +25.3% | 238,807 | $24.4M |
| Wealthcare Advisory Partners LLC | 0.45% | Reduce -1.7% | 234,093 | $23.9M |
| Tidal Investments LLC | 0.06% | Add +68.3% | 230,630 | $23.6M |
| Rockefeller Capital Management L.P. | 0.04% | Add +18.8% | 229,967 | $23.5M |
| MinichMacGregor Wealth Management, LLC | 3.47% | Reduce -8.8% | 223,349 | $22.8M |
| Robinhood Asset Management, LLC | 1.22% | Reduce -16.1% | 222,908 | $22.8M |
| Cora Capital Advisors LLC | 6.32% | Add +1.5% | 220,164 | $22.5M |
| Courier Capital LLC | 1.10% | Add +3.5% | 215,234 | $22.0M |
| Chicago Partners Investment Group LLC | 0.44% | Reduce -1.7% | 233,680 | $22.0M |
| Chatham Capital Group, Inc. | 2.73% | Add +15.5% | 209,263 | $21.4M |
| Eagle Bluffs Wealth Management LLC | 7.08% | Add +1.4% | 207,219 | $21.2M |
| Pecaut & Co. | 6.30% | Reduce -1.0% | 202,039 | $20.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -42.3% | 200,138 | $20.5M |
| ES4, LLC | 10.69% | Reduce -18.9% | 198,962 | $20.4M |
| Bank of Nova Scotia | 0.03% | New | 198,600 | $20.3M |
| Atlas Capital Advisors Inc. | 2.20% | Add +8.5% | 196,525 | $20.1M |
| Bank of Montreal | 0.01% | Reduce -9.3% | 185,345 | $19.0M |
| Greenwood Capital Associates LLC | 1.84% | Reduce -4.3% | 183,452 | $18.8M |
| Belpointe Asset Management LLC | 0.61% | Reduce -14.3% | 183,178 | $18.7M |
| Arkansas Financial Group, Inc. | 2.41% | Reduce -8.3% | 180,464 | $18.5M |
| Nomura Asset Management Co. Ltd. | 0.04% | Reduce -52.4% | 173,900 | $17.8M |
| Axxcess Wealth Management, LLC | 0.28% | New | 169,401 | $17.3M |
| FLC Capital Advisors | 2.79% | Reduce -4.5% | 166,465 | $17.0M |
| Oarsman Capital, Inc. | 1.80% | Add +2.4% | 166,320 | $17.0M |
| Focus Financial Network, Inc. | 0.52% | Reduce -30.0% | 164,318 | $16.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -0.5% | 163,730 | $16.7M |
| Commerce Bank | 0.07% | Add +26.1% | 159,649 | $16.3M |
| LVM Capital Management Ltd. | 1.35% | Reduce -14.9% | 157,712 | $16.1M |
| &partners | 0.06% | Add +23.4% | 153,944 | $15.7M |
| Randall & Associates Wealth Management | 9.71% | Add +36.3% | 153,478 | $15.7M |
| Legal & General Group Plc | 0.00% | Reduce -18.6% | 152,395 | $15.5M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +18.2% | 149,456 | $15.3M |
| NewEdge Advisors, LLC | 0.05% | Add +0.6% | 148,979 | $15.2M |
| Snowden Capital Advisors LLC | 0.36% | Add +6.7% | 147,022 | $15.0M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.85% | No change | 147,000 | $15.0M |
| OneDigital Investment Advisors LLC | 0.13% | Add +39.2% | 146,738 | $15.0M |
| Jones Financial Companies LLLP | 0.01% | Add +43.8% | 149,228 | $14.9M |
| SlateStone Wealth, LLC | 1.14% | Reduce -5.1% | 146,086 | $14.9M |
| Bare Financial Services, Inc | 3.41% | Reduce -1.9% | 145,341 | $14.9M |
| Park Avenue Securities LLC | 0.09% | Add +66.2% | 144,637 | $14.8M |
| Financial Partners Group, Inc | 1.47% | Add +13.5% | 141,189 | $14.4M |
| Central Bank & Trust Co. | 2.05% | Reduce -3.0% | 141,052 | $14.4M |
| Focused Wealth Management, Inc | 1.25% | Add +2.0% | 137,931 | $14.1M |
| Employees Retirement System of Texas | 0.13% | No change | 137,000 | $14.0M |
| Fortis Capital Advisors, LLC | 1.56% | Reduce -14.3% | 135,294 | $13.8M |
| Schroder Investment Management Group | 0.01% | Reduce -89.7% | 137,659 | $13.8M |
| Retirement Management Systems Inc. | 2.83% | Reduce -7.7% | 135,011 | $13.8M |
| Kozak & Associates, Inc. | 2.39% | New | 139,690 | $13.8M |
| Black Swift Group, LLC | 1.99% | Add +2.2% | 134,372 | $13.7M |
| Townsend & Associates, Inc | 1.12% | Reduce -1.8% | 143,073 | $13.1M |
| McKinley Carter Wealth Services, Inc. | 0.66% | Add +0.2% | 124,567 | $12.7M |
| Wallington Asset Management, LLC | 1.55% | Reduce -0.2% | 122,967 | $12.6M |
| Nelson Capital Management, LLC | 1.38% | Reduce -2.1% | 122,916 | $12.6M |
| Raelipskie Partnership | 4.74% | Reduce -6.6% | 122,777 | $12.6M |
| Citizens Business Bank | 1.88% | Reduce -6.1% | 121,930 | $12.5M |
| Fifth Third Wealth Advisors LLC | 0.34% | Add +5.9% | 119,701 | $12.2M |
| Ironsides Asset Advisors, LLC | 2.79% | Reduce -0.1% | 116,607 | $11.9M |
| Franklin Resources Inc. | 0.00% | Add +82.2% | 111,897 | $11.4M |
| Fiduciary Alliance LLC | 0.77% | Reduce -4.6% | 111,818 | $11.4M |
| Myriad Asset Management US LP | 15.69% | Reduce -11.6% | 111,013 | $11.4M |
| Darwin Wealth Management, LLC | 3.10% | Add +1.0% | 110,605 | $11.3M |
| Zhang Financial LLC | 0.33% | Reduce -2.7% | 110,505 | $11.3M |
| 1 North Wealth Services LLC | 3.64% | Reduce -3.0% | 108,850 | $11.1M |
| Old Mission Capital LLC | 0.28% | New | 108,699 | $11.1M |
| Fortis Advisors, LLC | 5.16% | Reduce -0.1% | 107,713 | $11.0M |
| Plum Street Advisors, LLC | 3.51% | Reduce -2.6% | 107,592 | $11.0M |
| McAdam, LLC | 0.42% | Add +36.3% | 105,796 | $10.8M |
| New Wave Wealth Advisors LLC | 2.95% | Add +0.5% | 105,723 | $10.8M |
| Chicago Wealth Management, Inc. | 3.76% | Add +19.4% | 103,633 | $10.6M |
| Regions Financial Corp. | 0.06% | Reduce -9.1% | 101,754 | $10.4M |
| State of Wyoming | 1.05% | Add +0.9% | 101,651 | $10.4M |
| Colonial Trust Advisors | 0.72% | Add +1.5% | 100,711 | $10.3M |
| Larch Capital Partners LLC | 1.47% | Reduce -0.5% | 100,651 | $10.3M |
| Private Advisor Group, LLC | 0.05% | Reduce -48.8% | 100,537 | $10.3M |
| High Note Wealth, LLC | 1.74% | Add +0.9% | 99,752 | $10.2M |
| Cibc World Market Inc. | 0.02% | Reduce -7.5% | 98,609 | $10.1M |
| Savant Capital, LLC | 0.03% | Add +206.2% | 101,628 | $10.0M |
| Choreo, LLC | 0.11% | Add +1.9% | 97,241 | $9.9M |
| Level Four Advisory Services, LLC | 0.28% | Add +34.9% | 96,683 | $9.9M |
| Ethos Financial Group, LLC | 0.66% | Reduce -6.4% | 96,371 | $9.9M |
| Matthew Goff Investment Advisor, LLC | 1.66% | Reduce -0.5% | 96,181 | $9.8M |
| Bernard Wealth Management Corp. | 3.63% | Add +2.1% | 96,180 | $9.8M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +14.3% | 95,914 | $9.8M |
| Forthright Family Wealth Advisory LLC | 5.53% | Add +343.7% | 95,513 | $9.8M |
| Inlight Wealth Management, LLC | 3.06% | Add +11.5% | 94,086 | $9.6M |
| Sterling Investment Counsel, LLC | 2.26% | Add +0.4% | 93,707 | $9.6M |
| Noble Family Wealth, LLC | 1.71% | Add +7.2% | 93,311 | $9.5M |
| Valley National Advisers Inc. | 1.06% | Add +3.2% | 93,129 | $9.5M |
| REDW Wealth LLC | 3.36% | Reduce -7.3% | 91,716 | $9.4M |
| Agf Management Ltd. | 0.04% | Reduce -23.8% | 90,861 | $9.3M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -10.0% | 89,981 | $9.2M |
| Foundry Financial Group, Inc. | 3.97% | Reduce -4.0% | 89,756 | $9.2M |
| Perigon Wealth Management, LLC | 0.14% | Reduce -12.1% | 88,593 | $9.1M |
| 5th Street Advisors, LLC | 3.46% | Reduce -27.1% | 87,341 | $8.9M |
| NorthRock Partners, LLC | 0.13% | Add +14.5% | 85,909 | $8.8M |
| Circle Wealth Management, LLC | 0.11% | Add +6.1% | 85,285 | $8.7M |
| City of London Investment Management Co. Ltd. | 0.53% | Reduce -23.2% | 85,270 | $8.7M |
| Fortitude Family Office, LLC | 1.69% | Add +7.5% | 84,760 | $8.7M |
| Rothschild Investment LLC | 0.32% | Add +3.6% | 84,464 | $8.6M |
| Camden National Bank | 1.12% | Add +4.4% | 84,257 | $8.6M |
| Brighton Jones LLC | 0.16% | Reduce -2.6% | 82,089 | $8.4M |
| Sound Stewardship, LLC | 3.46% | Reduce -3.9% | 81,885 | $8.4M |
| Meitav Investment House Ltd. | 0.06% | Add +4.5% | 81,608 | $8.3M |
| Norway Savings Bank | 3.46% | Add +0.7% | 80,721 | $8.3M |
| Intelligence Driven Advisers, LLC | 1.34% | Reduce -2.1% | 80,432 | $8.2M |
| Valeo Financial Advisors, LLC | 0.17% | Reduce -3.6% | 80,337 | $8.2M |
| Tradewinds, LLC. | 1.84% | New | 6,718 | $8.2M |
| Crescent Grove Advisors, LLC | 0.69% | Add +10.2% | 79,418 | $8.1M |
| Blue Trust, Inc. | 0.08% | Reduce -13.8% | 79,113 | $8.1M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +1.5% | 79,031 | $8.1M |
| Gladstone Institutional Advisory LLC | 0.25% | Add +5.4% | 78,171 | $8.0M |
| Ancora Advisors LLC | 0.15% | Reduce -2.4% | 77,961 | $8.0M |
| Refined Wealth Management | 4.78% | Add +0.1% | 77,483 | $7.9M |
| Granite Bay Wealth Management, LLC | 0.73% | New | 77,245 | $7.9M |
| MBL Wealth, LLC | 0.54% | Reduce -27.7% | 76,786 | $7.9M |
| Van Hulzen Asset Management, LLC | 0.56% | Reduce -9.4% | 76,486 | $7.8M |
| Keybank National Association | 0.03% | Add +0.7% | 76,431 | $7.8M |
| Systelligence, LLC | 1.30% | New | 76,166 | $7.8M |
| Greykasell Wealth Strategies, Inc. | 2.82% | Add +5.7% | 76,018 | $7.8M |
| Grey Ledge Advisors, LLC | 1.56% | Reduce -24.1% | 75,725 | $7.7M |
| Wealthfront Advisers LLC | 0.01% | Add +12.3% | 75,381 | $7.7M |
| Eley Financial Management, Inc | 2.48% | Reduce -5.1% | 74,790 | $7.7M |
| Sierra Capital LLC | 0.74% | Reduce -0.2% | 74,366 | $7.6M |
| Montecito Bank & Trust | 1.13% | Add +5.7% | 74,043 | $7.6M |
| Compound Planning, Inc. | 0.20% | Add +0.1% | 73,777 | $7.5M |
| Envision Financial LLC | 3.45% | Reduce -0.7% | 73,148 | $7.5M |
| Sovereign Investment Advisors, LLC | 1.39% | Reduce -3.7% | 72,632 | $7.4M |
| Fifth Third Bancorp | 0.01% | Add +10.8% | 72,445 | $7.4M |
| Kraft, Davis & Associates, LLC | 1.54% | Reduce -2.4% | 76,207 | $7.4M |
| Client First Capital LLC | 2.96% | Reduce -0.3% | 71,793 | $7.3M |
| Seven Bridges Advisors LLC | 3.53% | — | 71,615 | $7.3M |
| RFG Advisory, LLC | 0.11% | Reduce -2.8% | 70,269 | $7.2M |
| Wood Tarver Financial Group, LLC | 1.69% | Add +4.7% | 70,111 | $7.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +7.6% | 69,765 | $7.1M |
| Robertson Stephens Wealth Management, LLC | 0.17% | Add +19.9% | 68,646 | $7.0M |
| Bank of Hawaii | 0.35% | Reduce -15.8% | 68,531 | $7.0M |
| BBR Partners, LLC | 0.33% | New | 67,926 | $6.9M |
| Retirement Planning Group, LLC | 0.18% | Reduce -1.2% | 67,814 | $6.9M |
| Savvy Advisors, Inc. | 0.15% | Add +10.1% | 67,049 | $6.9M |
| Absolute Capital Management, LLC | 1.71% | New | 66,994 | $6.9M |
| Caldwell Trust Co | 0.54% | Add +9.7% | 65,396 | $6.7M |
| M&T Bank Corp | 0.02% | Add +18.5% | 64,037 | $6.6M |
| Atlas Legacy Advisors, LLC | 0.97% | Reduce -0.0% | 63,959 | $6.5M |
| IHT Wealth Management, LLC | 0.14% | Reduce -2.5% | 63,673 | $6.5M |
| Vertex Planning Partners, LLC | 0.96% | Add +35.0% | 63,292 | $6.5M |
| Basso Capital Management, L.P. | 1.57% | Add +47.6% | 62,176 | $6.4M |
| Pathstone Holdings, LLC | 0.02% | Add +34.0% | 61,413 | $6.3M |
| Harvest Investment Advisors, LLC | 3.07% | Add +2.5% | 60,536 | $6.2M |
| Global Retirement Partners, LLC | 0.09% | — | 60,134 | $6.2M |
| Arq Wealth Advisors, LLC | 0.76% | Add +25.0% | 64,414 | $6.1M |
| Dynamic Wealth Strategies, LLC | 3.18% | Reduce -2.1% | 58,338 | $6.0M |
| Werba Rubin Papier Wealth Management | 0.72% | Add +9.3% | 58,302 | $6.0M |
| Galilei Investment Office LLP | 2.73% | No change | 58,133 | $5.9M |
| Colonial Trust Co / SC | 0.75% | Add +1.1% | 57,995 | $5.9M |
| Merit Financial Group, LLC | 0.04% | Reduce -7.5% | 56,654 | $5.8M |
| Meridian Management Co. | 1.30% | Add +19.0% | 56,501 | $5.8M |
| Arbor Investment Advisors, LLC | 0.65% | Add +6.9% | 56,314 | $5.8M |
| Independent Financial Group, LLC | 0.11% | Add +54.3% | 56,134 | $5.7M |
| Quent Capital, LLC | 0.35% | No change | 55,891 | $5.7M |
| HB Wealth Management, LLC | 0.03% | Add +1.0% | 54,377 | $5.6M |
| LVW Advisors, LLC | 0.48% | Reduce -6.9% | 54,032 | $5.5M |
| Glenmede Trust Co. NA | 0.02% | Add +2.3% | 53,535 | $5.5M |
| Gold Investment Management Ltd. | 1.48% | Add +1.1% | 53,351 | $5.5M |
| Midwest Professional Planners, LTD. | 1.07% | Reduce -7.9% | 53,324 | $5.5M |
| Silverleafe Capital Partners, LLC | 1.47% | Add +0.8% | 52,562 | $5.4M |
| Copia Wealth Management | 3.20% | Add +1.7% | 52,101 | $5.3M |
| FMR LLC | 0.00% | Add +26.0% | 51,938 | $5.3M |
| Arkadios Wealth Advisors | 0.08% | Add +120.8% | 51,928 | $5.3M |
| Atria Investments, Inc | 0.05% | Reduce -1.4% | 51,675 | $5.3M |
| MJT & Associates Financial Advisory Group, Inc. | 3.45% | Reduce -14.5% | 51,055 | $5.2M |
| Analyst IMS Investment Management Services Ltd. | 0.12% | Add +7.4% | 51,030 | $5.2M |
| Rock Creek Group LLC | 0.51% | No change | 49,981 | $5.1M |
| Live Oak Investment Partners | 2.74% | Add +1.1% | 49,787 | $5.1M |
| AQR Capital Management | 0.00% | Add +115.0% | 49,448 | $5.1M |
| Madrid Wealth Management, LLC | 3.31% | Reduce -6.0% | 49,330 | $5.0M |
| SageView Advisory Group, LLC | 0.16% | Reduce -0.2% | 49,172 | $5.0M |
| Citadel Advisors | 0.00% | New | 48,880 | $5.0M |
| First Citizens Bank & Trust Co. | 0.07% | Add +9.6% | 48,817 | $5.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Reduce -2.9% | 48,316 | $4.9M |
| Hyposwiss Advisors SA | 4.65% | Reduce -22.5% | 47,950 | $4.9M |
| Naples Global Advisors, LLC | 0.30% | Add +1.1% | 47,927 | $4.9M |
| Anson Capital, Inc. | 3.18% | Reduce -12.3% | 47,779 | $4.9M |
| Birchcreek Wealth Management, LLC | 1.88% | Reduce -1.8% | 47,190 | $4.8M |
| Quantinno Capital Management LP | 0.01% | Reduce -2.1% | 46,836 | $4.8M |
| Bigelow Investment Advisors, LLC | 1.72% | Add +4.5% | 46,350 | $4.7M |
| Ausdal Financial Partners, Inc. | 0.18% | Add +105.5% | 45,929 | $4.7M |
| Liberty Wealth Management LLC | 0.58% | No change | 58,842 | $4.6M |
| Bravera Wealth | 1.77% | Add +7.2% | 45,035 | $4.6M |
| Provident Co of the Employees of the Hebrew University LTD | 3.52% | No change | 45,008 | $4.6M |
| J. Mark Nickell & Co. | 3.65% | Reduce -0.4% | 44,734 | $4.6M |
| Cypress Capital, LLC | 1.23% | Reduce -0.6% | 44,381 | $4.5M |
| Equitable Holdings, Inc. | 0.03% | Add +6.6% | 44,162 | $4.5M |
| Alliancebernstein L.P. | 0.00% | Add +7.8% | 57,065 | $4.5M |
| Antonelli Financial Advisors, LLC | 3.06% | Reduce -1.0% | 43,616 | $4.5M |
| EverSource Wealth Advisors, LLC | 0.15% | Add +36.3% | 43,515 | $4.5M |
| AlphaCore Capital LLC | 0.08% | Reduce -3.0% | 43,083 | $4.4M |
| Shelton Wealth Management, LLC | 1.73% | Reduce -7.8% | 42,818 | $4.4M |
| Strategic Blueprint, LLC | 0.22% | Reduce -1.5% | 42,812 | $4.4M |
| Maryland Capital Advisors Inc. | 1.40% | — | 42,562 | $4.4M |
| Palladiem, LLC | 4.22% | Add +0.1% | 42,559 | $4.4M |
| Farrell Financial LLC | 2.31% | Add +0.7% | 41,735 | $4.3M |
| Sei Investments Co. | 0.00% | Reduce -24.3% | 41,705 | $4.3M |
| Community Bank, N.A. | 0.46% | No change | 41,500 | $4.2M |
| Gotham Asset Management | 0.01% | Reduce -2.6% | 41,356 | $4.2M |
| Smithbridge Asset Management Inc. | 0.57% | Add +8.2% | 41,211 | $4.2M |
| Spectrum Asset Management, Inc. (NB/CA) | 1.17% | New | 41,062 | $4.2M |
| Pekin Hardy Strauss, Inc. | 0.37% | Reduce -26.8% | 41,020 | $4.2M |
| Whittier Trust Co. | 0.04% | Reduce -0.9% | 41,636 | $4.2M |
| Gradient Capital Advisors, LLC | 0.96% | Add +7.0% | 40,505 | $4.1M |
| FORM Wealth Advisors, LLC | 0.45% | Reduce -74.7% | 40,309 | $4.1M |
| Catalyst Investment Management LLC | 3.73% | Reduce -15.4% | 40,235 | $4.1M |
| Trek Financial, LLC | 0.20% | Add +5.6% | 40,180 | $4.1M |
| Vise Technologies, Inc. | 0.05% | Add +22.1% | 40,035 | $4.1M |
| a16z Perennial Management, L.P. | 0.33% | New | 39,825 | $4.1M |
| Capital Advantage, Inc. | 0.50% | Add +9.5% | 39,761 | $4.1M |
| Versant Capital Management, Inc | 0.36% | Reduce -0.2% | 39,658 | $4.1M |
| Norris Financial Group, LLC | 1.60% | Reduce -0.4% | 39,303 | $4.0M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +40.7% | 39,185 | $4.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -16.0% | 39,083 | $4.0M |
| Denver PWM, LLC | 1.30% | Reduce -3.8% | 40,805 | $4.0M |
| Beckerman Institutional, LLC | 1.88% | Add +4.7% | 38,650 | $4.0M |
| Glen Eagle Advisors, LLC | 0.49% | Add +2.3% | 38,172 | $3.9M |
| Mgo One Seven LLC | 0.06% | Add +2.2% | 37,962 | $3.9M |
| Nottingham Advisors, Inc. | 0.45% | Reduce 0.0% | 41,501 | $3.8M |
| Integrity Alliance, Llc. | 0.12% | Add +3.3% | 36,346 | $3.7M |
| Clear Harbor Asset Management, LLC | 0.23% | Add +35.5% | 35,946 | $3.7M |
| Hegarty Advisors, LLC | 2.52% | Add +6.6% | 35,726 | $3.7M |
| Fortis Group Advisors, LLC | 0.58% | Add +302.6% | 35,675 | $3.6M |
| CBIZ Investment Advisory Services, LLC | 0.13% | No change | 46,241 | $3.6M |
| Ridgeline Wealth Planning, LLC | 2.30% | Reduce -10.2% | 35,508 | $3.6M |
| Gallacher Capital Management LLC | 2.02% | Reduce -40.7% | 35,142 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +16.9% | 36,501 | $3.6M |
| NTV Asset Management LLC | 0.35% | Add +5.8% | 34,802 | $3.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -28.2% | 34,406 | $3.5M |
| Smith Thornton Advisors LLC | 1.55% | Add +8.6% | 37,230 | $3.5M |
| Affinity Capital Advisors, LLC | 0.43% | Reduce -8.7% | 35,013 | $3.5M |
| MA Private Wealth | 0.52% | No change | 33,995 | $3.5M |
| Marshall Wace, LLP | 0.00% | Reduce -92.8% | 33,813 | $3.5M |
| Prospera Financial Services Inc | 0.05% | Add +67.6% | 33,740 | $3.5M |
| JT Stratford LLC | 0.38% | Reduce -0.6% | 33,628 | $3.4M |
| Per Stirling Capital Management, LLC. | 0.33% | Reduce -8.1% | 33,361 | $3.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +221.7% | 33,171 | $3.4M |
| Oppenheimer & Co. Inc. | 0.04% | Add +49.6% | 33,016 | $3.4M |
| Powerhouse Assets LLC | 2.74% | Reduce -29.3% | 32,940 | $3.4M |
| Planning Strategies Inc. | 2.10% | — | 32,784 | $3.4M |
| Seeds Investor LLC | 0.34% | Add +90.6% | 32,325 | $3.3M |
| Quadcap Wealth Management, LLC | 0.32% | Reduce -0.3% | 32,271 | $3.3M |
| Apella Capital, LLC | 0.05% | Reduce -2.5% | 34,042 | $3.3M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.1% | 32,082 | $3.3M |
| Client 1ST Advisory Group, LLC | 0.88% | Add +1.9% | 31,911 | $3.3M |
| Principia Wealth Advisory, LLC | 1.59% | Reduce -11.2% | 31,119 | $3.2M |
| IFG Advisory, LLC | 0.11% | New | 31,002 | $3.2M |
| Hamilton Wealth, LLC | 0.58% | New | 30,803 | $3.2M |
| Balance Wealth Partners LLC | 0.83% | Add +2.4% | 30,671 | $3.1M |
| Flagship Harbor Advisors, LLC | 0.12% | Add +1.5% | 30,589 | $3.1M |
| WT Wealth Management | 0.86% | Reduce -2.8% | 30,478 | $3.1M |
| Leuthold Group, LLC | 0.31% | No change | 29,743 | $3.0M |
| Fusion Family Wealth, LLC | 0.20% | No change | 29,607 | $3.0M |
| Pilgrim Partners Asia Pte Ltd | 1.32% | New | 29,300 | $3.0M |
| XY Planning Network, Inc. | 0.38% | Reduce -5.7% | 29,233 | $3.0M |
| Keebeck Wealth Management | 0.29% | Reduce -0.1% | 29,073 | $3.0M |
| Provident Wealth Management, LLC | 0.75% | Add +9.2% | 28,521 | $2.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +8.1% | 28,492 | $2.9M |
| One Wealth Advisors, LLC | 0.32% | Reduce -1.3% | 28,353 | $2.9M |
| Essential Partners LLC | 1.32% | Add +17.2% | 28,044 | $2.9M |
| Arax Advisory Partners | 0.02% | Add +144.8% | 27,900 | $2.9M |
| First Bank & Trust | 0.42% | No change | 27,895 | $2.9M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -45.3% | 27,528 | $2.8M |
| Perennial Investment Advisors, LLC | 0.19% | Add +7.4% | 27,427 | $2.8M |
| Coastal Bridge Advisors, LLC | 0.17% | Reduce -6.8% | 27,329 | $2.8M |
| Walter & Keenan Wealth Management LLC /in/ | 0.68% | No change | 26,835 | $2.7M |
| Cresset Asset Management, LLC | 0.01% | Add +6.5% | 26,783 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +65.3% | 26,517 | $2.7M |
| Diversify Advisory Services, LLC | 0.05% | New | 29,383 | $2.7M |
| Diversify Wealth Management, LLC | 0.05% | Add +201.3% | 29,383 | $2.7M |
| Legacy Financial Advisors, Inc. | 0.33% | Reduce -12.9% | 26,318 | $2.7M |
| Fort Point Capital Partners LLC | 0.29% | Add +2.3% | 26,154 | $2.7M |
| Eq LLC | 0.65% | Reduce -4.3% | 25,969 | $2.7M |
| Texas Capital Bank Wealth Management Services Inc | 0.14% | Add +123.5% | 24,814 | $2.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.86% | Add +3.1% | 24,644 | $2.5M |
| Sepio Capital, LP | 0.13% | New | 24,511 | $2.5M |
| BIP Wealth, LLC | 0.07% | Reduce -81.0% | 24,206 | $2.5M |
| Kickstand Ventures, Llc. | 0.45% | Reduce -8.3% | 24,116 | $2.5M |
| Parallel Advisors, LLC | 0.04% | Add +1.4% | 24,094 | $2.5M |
| Terra Nova Asset Management LLC | 1.49% | Add +0.5% | 23,723 | $2.4M |
| Hirtle & Co., LLC | 0.08% | Reduce -16.1% | 23,682 | $2.4M |
| Bleakley Financial Group, LLC | 0.03% | Add +0.7% | 23,646 | $2.4M |
| Montag A & Associates Inc. | 0.10% | Reduce -53.5% | 23,475 | $2.4M |
| CoreCap Advisors, LLC | 0.07% | Reduce -6.1% | 23,462 | $2.4M |
| Passive Capital Management, LLC. | 0.75% | Reduce -1.8% | 33,000 | $2.4M |
| McCarter Private Wealth Services LLC | 0.82% | Reduce -21.9% | 23,231 | $2.4M |
| Aptus Capital Advisors, LLC | 0.02% | Add +34.8% | 23,070 | $2.4M |
| Royal Harbor Partners, LLC | 0.73% | Reduce -4.0% | 22,962 | $2.3M |
| Bestgate Wealth Advisors, LLC | 3.73% | Add +0.8% | 22,866 | $2.3M |
| Brown Advisory Inc. | 0.00% | Add +72.2% | 22,849 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +0.4% | 22,689 | $2.3M |
| Trajan Wealth LLC | 0.09% | Reduce -13.8% | 22,504 | $2.3M |
| Cordoba Advisory Partners LLC | 0.48% | Add +4.7% | 22,320 | $2.3M |
| First Financial Corp. | 0.79% | No change | 22,236 | $2.3M |
| Sheets Smith Wealth Management | 0.23% | Reduce -3.2% | 22,097 | $2.3M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Reduce -1.3% | 22,090 | $2.3M |
| Horst & Graben Wealth Management LLC | 0.30% | Reduce -0.7% | 22,884 | $2.3M |
| Atticus Wealth Management, LLC | 0.53% | Reduce -11.6% | 21,747 | $2.2M |
| Goldenstone Wealth Management LLC | 1.44% | Reduce -1.7% | 21,568 | $2.2M |
| Anchor Investment Management, LLC | 0.17% | No change | 21,525 | $2.2M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -1.2% | 21,215 | $2.2M |
| Mutual Advisors, LLC | 0.04% | Add +14.8% | 21,204 | $2.2M |
| Ciovacco Capital Management LLC | 0.96% | New | 21,194 | $2.2M |
| Natixis Advisors, LLC | 0.00% | Add +20.6% | 21,026 | $2.2M |
| MW Advisory, LLC | 0.86% | — | 20,981 | $2.1M |
| Coppell Advisory Solutions LLC | 0.18% | New | 123 | $2.1M |
| Bessemer Group Inc. | 0.00% | Add +16.0% | 20,955 | $2.1M |
| Texas Yale Capital Corp. | 0.05% | No change | 20,900 | $2.1M |
| Advocate Investing Services LLC | 1.62% | Reduce -3.3% | 20,577 | $2.1M |
| Stelac Advisory Services LLC | 0.38% | No change | 20,146 | $2.1M |
| Columbus Macro, LLC | 0.20% | Reduce -0.7% | 20,122 | $2.1M |
| United Bank | 0.24% | Reduce -5.0% | 20,020 | $2.0M |
| Ascentis Wealth Management, LLC | 0.35% | Add +10.5% | 19,936 | $2.0M |
| Waverly Advisors, LLC | 0.01% | Add +11.2% | 19,796 | $2.0M |
| Sound Portfolio Advisors, LLC | 1.44% | Add +559.7% | 19,791 | $2.0M |
| Campion Asset Management | 1.23% | Add +3.8% | 19,666 | $2.0M |
| Advisory Services Network, LLC | 0.02% | Add +11.4% | 19,653 | $2.0M |
| Marietta Wealth Management, LLC | 0.21% | No change | 19,563 | $2.0M |
| Catalyst Financial Partners LLC | 0.20% | Add +119.8% | 19,509 | $2.0M |
| Leavell Investment Management, Inc. | 0.07% | Add +39.1% | 19,403 | $2.0M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +1.6% | 19,293 | $2.0M |
| Quarry Hill Advisors, LLC | 0.76% | Reduce -13.4% | 19,280 | $2.0M |
| Sovran Advisors, LLC | 0.15% | Reduce -5.8% | 22,672 | $2.0M |
| Orgel Wealth Management, LLC | 0.04% | Add +0.0% | 19,124 | $2.0M |
| Abbot Financial Management, Inc. | 0.72% | Add +46.3% | 19,052 | $1.9M |
| AMG National Trust Bank | 0.04% | No change | 19,011 | $1.9M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -12.9% | 18,961 | $1.9M |
| Icon Wealth Advisors, LLC | 0.12% | Reduce -0.1% | 18,718 | $1.9M |
| DRW Securities, LLC | 0.11% | New | 18,539 | $1.9M |
| Gateway Wealth Partners, LLC | 0.11% | Reduce -31.2% | 18,361 | $1.9M |
| Cornerstone Wealth, LLC | 0.95% | Reduce -2.1% | 19,698 | $1.9M |
| TSA Wealth Managment LLC | 0.53% | Reduce -3.6% | 18,292 | $1.9M |
| Caprock Group, LLC | 0.04% | Reduce -3.4% | 18,105 | $1.9M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -11.1% | 18,050 | $1.8M |
| Strategic Wealth Partners, Ltd. | 0.11% | Reduce -5.4% | 17,649 | $1.8M |
| Natixis | 0.01% | Add +45.0% | 17,543 | $1.8M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -37.6% | 17,252 | $1.8M |
| Cambient Family Office, LLC | 0.22% | Add +9006.9% | 17,121 | $1.8M |
| Fisher Asset Management | 0.00% | Add +1.2% | 17,039 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -6.9% | 16,862 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +14.2% | 16,816 | $1.7M |
| Indiana Trust & Investment Management Co | 0.47% | No change | 16,750 | $1.7M |
| Strathmore Capital Advisors, Inc. | 0.46% | Reduce -22.1% | 17,978 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +13.2% | 16,658 | $1.7M |
| Massar Capital Management, LP | 0.58% | New | 16,434 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +3.4% | 16,108 | $1.6M |
| ShoreHaven Wealth Partners, LLC | 0.51% | Reduce -0.0% | 15,984 | $1.6M |
| Regal Investment Advisors LLC | 0.09% | Add +34.2% | 15,963 | $1.6M |
| Wealthcare Capital Partners, LLC | 0.67% | Reduce -5.9% | 15,953 | $1.6M |
| Security Financial Services, INC. | 0.23% | Reduce -51.8% | 15,911 | $1.6M |
| Summit Financial, LLC | 0.02% | Add +27.7% | 15,712 | $1.6M |
| ERn Financial, LLC | 0.26% | No change | 15,553 | $1.6M |
| Ehrlich Financial Group | 0.81% | Reduce -5.7% | 15,398 | $1.6M |
| Awm Capital, LLC | 0.12% | No change | 15,250 | $1.6M |
| Rwa Wealth Partners, LLC | 0.01% | Add +72.2% | 15,239 | $1.6M |
| Waycross Investment Management Co | 1.18% | New | 15,154 | $1.6M |
| Boston Family Office LLC | 0.09% | Add +18.4% | 15,123 | $1.5M |
| Mogy Joel R Investment Counsel Inc. | 0.09% | New | 15,018 | $1.5M |
| Clearstead Advisors, LLC | 0.01% | Add +16.3% | 14,971 | $1.5M |
| Keyvantage Wealth, LLC | 0.58% | No change | 14,935 | $1.5M |
| JBGlobal.com LLC | 1.33% | Reduce -4.3% | 14,835 | $1.5M |
| Banque Transatlantique SA | 0.03% | Reduce -2.2% | 14,698 | $1.5M |
| J.E. Simmons & Co., P.C. | 0.84% | No change | 14,525 | $1.5M |
| Regency Capital Management Inc.\DE | 0.59% | Reduce -45.1% | 14,460 | $1.5M |
| Ascent Group, LLC | 0.04% | Add +0.2% | 14,415 | $1.5M |
| Williams & Novak, LLC | 0.99% | No change | 14,410 | $1.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -77.1% | 14,386 | $1.5M |
| Ullmann Wealth Partners Group, LLC | 0.13% | Reduce -54.3% | 14,329 | $1.5M |
| Relyea Zuckerberg Hanson LLC | 0.12% | Reduce -0.7% | 14,182 | $1.5M |
| Wedmont Private Capital | 0.04% | Add +6.1% | 14,713 | $1.4M |
| Interchange Capital Partners, LLC | 0.27% | Reduce -58.0% | 14,089 | $1.4M |
| Steph & Co. | 0.36% | Reduce -2.9% | 14,063 | $1.4M |
| Box Hill Private Wealth LLC | 1.15% | Add +435.8% | 14,032 | $1.4M |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -2.0% | 14,029 | $1.4M |
| Integrity Advisory Solutions, LLC | 0.15% | Reduce -1.4% | 13,963 | $1.4M |
| Empower Advisory Group, LLC | 0.00% | Reduce -18.2% | 13,881 | $1.4M |
| Red Reef Advisors LLC | 1.30% | Reduce -1.8% | 13,746 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -13.8% | 13,738 | $1.4M |
| Betterment LLC | 0.00% | Reduce -6.6% | 13,710 | $1.4M |
| Fearless Solutions, LLC dba Best Invest | 0.74% | Add +94.7% | 13,643 | $1.4M |
| Manhattan West Asset Management, LLC | 0.23% | Reduce -2.0% | 13,577 | $1.4M |
| Hanover Advisors Inc. | 0.49% | Reduce -0.9% | 13,429 | $1.4M |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -0.4% | 13,112 | $1.3M |
| BTG Pactual Asset Management US LLC | 0.10% | Add +30.6% | 13,068 | $1.3M |
| Principal Securities, Inc. | 0.02% | Reduce -33.3% | 13,050 | $1.3M |
| Cardiff Park Advisors, LLC | 0.10% | Add +5.7% | 13,006 | $1.3M |
| Prasad Wealth Partners, LLC | 0.31% | Reduce -90.4% | 12,793 | $1.3M |
| Innealta Capital, LLC | 0.70% | Add +3.3% | 12,756 | $1.3M |
| Breakwater Capital Group | 0.16% | Reduce -2.3% | 12,714 | $1.3M |
| CFS Investment Advisory Services, LLC | 0.09% | Reduce -13.2% | 13,360 | $1.3M |
| Solstein Capital, LLC | 0.44% | New | 12,564 | $1.3M |
| Global Strategic Investment Solutions, LLC | 0.11% | Reduce -15.6% | 12,496 | $1.3M |
| Nicholas Hoffman & Company, LLC. | 0.03% | Add +0.3% | 12,479 | $1.3M |
| FFT Wealth Management LLC | 0.20% | No change | 12,478 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -3.2% | 12,455 | $1.3M |
| MRWM Advisors, LLC | 0.52% | Reduce -3.0% | 12,443 | $1.3M |
| Means Investment Co., Inc. | 0.10% | Reduce -15.4% | 12,436 | $1.3M |
| Financial Life Advisors | 0.36% | Reduce -7.4% | 12,401 | $1.3M |
| WBH Advisory Inc. | 0.09% | New | 12,375 | $1.3M |
| Harbour Investments, Inc. | 0.02% | Add +4.5% | 12,361 | $1.3M |
| National Philanthropic Trust | 0.02% | No change | 12,354 | $1.3M |
| Commerce Advisors, LLC | 0.68% | Add +8.3% | 12,300 | $1.3M |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.43% | — | 12,240 | $1.3M |
| Essential Investment Partners LLC | 1.00% | No change | 12,226 | $1.3M |
| Smartleaf Asset Management LLC | 0.04% | No change | 12,355 | $1.2M |
| Beacon Financial Group | 0.11% | Reduce -0.4% | 11,995 | $1.2M |
| Haverford Trust Co | 0.01% | No change | 11,992 | $1.2M |
| Scarborough Advisors, LLC | 0.14% | Reduce -3.9% | 12,275 | $1.2M |
| GMO | 0.00% | Add +10.4% | 11,947 | $1.2M |
| Parkside Financial Bank & Trust | 0.08% | Reduce -14.1% | 11,862 | $1.2M |
| Willis Johnson & Associates, Inc. | 0.07% | Reduce -17.1% | 11,790 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -10.8% | 11,761 | $1.2M |
| Regimen Wealth, LLC | 0.32% | Reduce -2.2% | 11,711 | $1.2M |
| Purkiss Capital Advisors LLC | 0.45% | Reduce -1.7% | 11,562 | $1.2M |
| Paragon Capital Management Inc. | 0.88% | Reduce -2.2% | 11,498 | $1.2M |
| Mather Group, Llc. | 0.01% | Add +15.2% | 11,425 | $1.2M |
| J2 Capital Management Inc | 0.78% | Add +27.9% | 11,388 | $1.2M |
| Gilbert & Cook, Inc. | 0.13% | Reduce -16.5% | 11,354 | $1.2M |
| Syon Capital LLC | 0.05% | Add +0.2% | 11,153 | $1.1M |
| W Advisors, LLC | 0.52% | No change | 11,098 | $1.1M |
| Blue Zone Wealth Advisors, LLC | 0.20% | No change | 11,066 | $1.1M |
| Winthrop Capital Management, LLC | 0.27% | Add +0.2% | 11,030 | $1.1M |
| Sax Wealth Advisors, LLC | 0.05% | Add +79.0% | 14,249 | $1.1M |
| Mission Wealth Management, LP | 0.01% | Reduce -11.6% | 10,948 | $1.1M |
| Bulwark Capital Corp | 0.63% | Add +5.0% | 10,941 | $1.1M |
| 1015 Capital Partners, LLC | 0.93% | Add +1.1% | 10,896 | $1.1M |
| Burke & Herbert Bank & Trust Co. | 0.27% | Add +20.6% | 10,810 | $1.1M |
| 21 West Wealth Management LLC | 0.94% | Reduce -8.7% | 10,728 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -2.2% | 10,708 | $1.1M |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 10,648 | $1.1M |
| TFO Wealth Partners, LLC | 0.12% | No change | 10,595 | $1.1M |
| Marshall Financial Group, LLC | 0.16% | No change | 10,474 | $1.1M |
| Keel Point, LLC | 0.06% | New | 10,443 | $1.1M |
| OLIO Financial Planning | 0.26% | Reduce -5.5% | 10,430 | $1.1M |
| Assetmark, Inc. | 0.00% | Add +25.8% | 10,195 | $1.0M |
| Canal Capital Management, LLC | 0.13% | Add +2.8% | 10,168 | $1.0M |
| Spectrum Planning & Advisory Services Inc. | 0.46% | Reduce -31.6% | 10,050 | $1.0M |
| Lido Advisors, LLC | 0.00% | Add +6.6% | 10,040 | $1.0M |
| Sage Financial Group Inc. | 0.06% | Reduce -0.2% | 10,014 | $1.0M |
| Panoramic Investment Advisors, LLC | 0.49% | Reduce -8.0% | 10,013 | $1.0M |
| NWF Advisory Services Inc. | 0.10% | Add +2.1% | 9,957 | $1.0M |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -2.0% | 9,941 | $1.0M |
| Pure Financial Advisors, LLC | 0.01% | Reduce -3.0% | 9,923 | $1.0M |
| LexAurum Advisors, LLC | 0.12% | Add +0.7% | 9,858 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -0.3% | 9,821 | $1.0M |
| Quad-Cities Investment Group, LLC | 0.36% | Add +9.4% | 9,807 | $1.0M |
| SG Americas Securities, LLC | 0.00% | New | 9,774 | $1.0M |
| Claro Advisors Inc. | 0.10% | Add +6.7% | 9,722 | $995K |
| Wealthcare Capital Management LLC | 0.09% | Reduce -15.4% | 9,720 | $994K |
| Sugar Maple Asset Management, LLC | 0.63% | Add +37.1% | 9,593 | $981K |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.4% | 9,582 | $980K |
| Brady Martz Wealth Solutions, LLC | 0.15% | Add +0.6% | 9,455 | $967K |
| West Wealth Group, LLC | 0.16% | Reduce -0.5% | 9,434 | $965K |
| Wright Wealth LLC | 0.57% | Reduce -17.7% | 9,338 | $955K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.2% | 9,153 | $936K |
| Security National Bank | 0.11% | New | 9,058 | $927K |
| NBT Bank, N.A. | 0.06% | Reduce -3.7% | 9,025 | $923K |
| Summit Trail Advisors, LLC | 0.01% | No change | 9,010 | $922K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -0.1% | 9,007 | $921K |
| Keudell/Morrison Wealth Management | 0.17% | No change | 8,953 | $916K |
| Legacy Trust | 0.16% | No change | 8,922 | $913K |
| Oxford Financial Group, LTD. LLC | 0.05% | Reduce -18.4% | 8,848 | $905K |
| Flputnam Investment Management Co. | 0.01% | Add +172.6% | 8,040 | $898K |
| HORAN Wealth, LLC | 0.11% | Reduce -4.2% | 8,713 | $891K |
| Vontobel Holding Ltd. | 0.00% | Add +19.6% | 8,636 | $883K |
| First Commonwealth Financial Corp | 0.12% | Reduce -2.8% | 8,612 | $881K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -19.0% | 8,529 | $873K |
| Stonebridge Financial Planning Group, LLC | 0.28% | Add +22.1% | 8,503 | $870K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +27.7% | 8,630 | $867K |
| Shelton Capital Management | 0.02% | Add +34.8% | 8,473 | $867K |
| Uptown Financial Advisors LLC | 0.63% | Reduce -11.5% | 8,409 | $860K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.24% | Reduce -27.8% | 8,354 | $855K |
| American Trust Investment Advisors, LLC | 0.42% | Reduce -23.9% | 8,352 | $854K |
| Belvedere Trading LLC | 0.07% | New | 8,310 | $850K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +0.2% | 8,226 | $842K |
| Cosner Financial Group, LLC | 0.43% | Reduce -6.9% | 8,203 | $839K |
| Novem Group | 0.09% | Reduce -6.8% | 8,193 | $838K |
| Nvwm, LLC | 0.17% | Reduce -23.1% | 8,153 | $834K |
| Princeton Global Asset Management LLC | 0.12% | Reduce -2.9% | 8,153 | $834K |
| F&V Capital Management, LLC | 0.15% | Reduce -0.8% | 8,155 | $834K |
| Strategic Financial Concepts, LLC | 0.25% | Reduce -8.1% | 8,108 | $829K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -3.9% | 8,083 | $827K |
| Ewa, LLC | 0.15% | Reduce -0.5% | 8,083 | $827K |
| LPWM LLC | 0.18% | Add +12.3% | 8,070 | $826K |
| Daybright Advisory Services, Inc. | 0.19% | Reduce -68.5% | 8,866 | $817K |
| PGIM Custom Harvest LLC | 0.01% | New | 7,931 | $811K |
| Richard W. Paul & Associates, LLC | 0.25% | Reduce -7.8% | 7,899 | $808K |
| Summitpoint Capital Management | 0.86% | Reduce -10.3% | 7,839 | $802K |
| Resurgent Financial Advisors LLC | 0.22% | Add +17.9% | 7,683 | $786K |
| Invst, LLC | 0.08% | New | 7,647 | $782K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -4.5% | 7,537 | $771K |
| Western Wealth Management, LLC | 0.03% | Add +0.1% | 7,534 | $771K |
| Mittelman Wealth Management | 0.51% | Reduce -52.0% | 3,790 | $771K |
| Rede Wealth, LLC | 0.25% | Reduce -37.9% | 7,421 | $759K |
| Patron Partners, LLC | 0.29% | Add +1.1% | 7,376 | $755K |
| Heartwood Wealth Advisors LLC | 0.06% | Add +1.4% | 7,228 | $739K |
| Advyzon Investment Management, LLC | 0.05% | Reduce -0.7% | 7,213 | $738K |
| Asempa Wealth Advisors | 0.56% | Add +0.1% | 7,182 | $735K |
| Amplius Wealth Advisors, LLC | 0.05% | Reduce -7.6% | 7,035 | $720K |
| Cypress Wealth Services, LLC | 0.09% | Reduce -4.5% | 7,035 | $720K |
| Unique Wealth Strategies, LLC | 0.26% | Reduce -10.8% | 6,998 | $716K |
| IFP Advisors, Inc | 0.01% | Add +17.0% | 6,969 | $713K |
| Comprehensive Money Management Services LLC | 0.45% | No change | 6,955 | $711K |
| New Republic Capital, LLC | 0.16% | No change | 6,948 | $711K |
| Csenge Advisory Group | 0.03% | Reduce -2.6% | 6,936 | $710K |
| Watershed Private Wealth LLC | 0.20% | Reduce -18.9% | 6,920 | $708K |
| Advus Financial Partners, LLC | 0.16% | Reduce -21.0% | 6,855 | $701K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.5% | 6,836 | $699K |
| LiftPoint Family Wealth Advisors LLC | 0.47% | Reduce -2.3% | 6,756 | $691K |
| Telos Capital Management, Inc. | 0.06% | Reduce -21.1% | 6,716 | $687K |
| Churchill Financial Advisors, LLC | 0.13% | Reduce -6.6% | 6,665 | $682K |
| CIBC Bancorp USA Inc. | 0.00% | Add +18.4% | 6,642 | $679K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.07% | Reduce -1.2% | 6,639 | $679K |
| PDS Planning, Inc | 0.04% | Add +4.7% | 6,637 | $679K |
| Walsh & Associates, LLC | 0.55% | Reduce -0.7% | 6,552 | $670K |
| Stonebrook Private Inc. | 0.12% | Add +19.9% | 6,498 | $665K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 6,418 | $657K |
| Aspetuck Financial Management LLC | 0.38% | Reduce -0.8% | 6,390 | $654K |
| Newman Dignan & Sheerar, Inc. | 0.12% | No change | 6,332 | $648K |
| Crewe Advisors LLC | 0.05% | Add +7.2% | 6,328 | $647K |
| First National Bank of Mount Dora, Trust Investment Services | 0.13% | No change | 6,273 | $642K |
| Foster Group, Inc. | 0.02% | Reduce -9.5% | 6,223 | $637K |
| Hudson Oak Wealth Advisory LLC | 0.49% | Reduce -15.2% | 6,200 | $634K |
| Apeiron RIA LLC | 0.16% | Reduce -0.6% | 6,171 | $631K |
| W1M Asset Management Ltd | 0.01% | Add +8.7% | 6,159 | $630K |
| Ashford Advisors, LLC | 0.13% | No change | 6,142 | $628K |
| Tiaa Trust, National Association | 0.04% | Add +10.2% | 6,078 | $622K |
| Global Assets Advisory, LLC | 0.14% | Add +221.8% | 6,276 | $620K |
| Compass Financial Management LLC | 0.08% | — | 6,054 | $619K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -8.7% | 6,008 | $615K |
| Brand Asset Management Group, Inc. | 0.14% | Reduce -3.3% | 5,996 | $613K |
| LMCG Investments, LLC | 0.03% | Reduce -3.5% | 5,893 | $603K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -3.5% | 5,893 | $603K |
| Marathon Strategic Advisors, LLC | 0.34% | Reduce -25.0% | 5,883 | $602K |
| TCI Wealth Advisors, Inc. | 0.03% | Reduce -18.1% | 5,869 | $600K |
| Brookwood Investment Group LLC | 0.07% | Reduce -1.7% | 5,865 | $600K |
| Elser Financial Planning, Inc | 0.03% | Reduce -1.4% | 5,796 | $593K |
| Brookstone Capital Management | 0.01% | Add +2.4% | 5,792 | $592K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -9.8% | 5,787 | $592K |
| Prairie Advisory, LLC | 0.14% | — | 5,740 | $587K |
| Maia Wealth LLC | 0.09% | Reduce -14.7% | 5,706 | $584K |
| Elevated Capital Advisors, LLC | 0.16% | Add +7.4% | 5,691 | $582K |
| Revisor Wealth Management LLC | 0.14% | Add +3.5% | 5,572 | $570K |
| Maridea Wealth Management LLC | 0.06% | Add +3.6% | 5,566 | $569K |
| GeoWealth Management, LLC | 0.02% | Add +160.1% | 5,533 | $566K |
| Miller Global Investments, LLC | 0.47% | Reduce -3.5% | 5,512 | $564K |
| QRG Capital Management, Inc. | 0.00% | Add +56.9% | 5,482 | $561K |
| HMV Wealth Advisors, LLC | 0.22% | Add +18.1% | 5,445 | $557K |
| Simplicity Wealth,LLC | 0.02% | New | 5,437 | $556K |
| First PREMIER Bank | 0.09% | Add +91.3% | 5,420 | $555K |
| Private Trust Co. NA | 0.04% | Add +2.3% | 5,412 | $554K |
| Veltria Advisors Corp. | 1.69% | No change | 5,389 | $551K |
| Vanguard National Trust Co | 0.03% | Reduce -4.0% | 5,359 | $548K |
| ONE Advisory Partners, LLC | 0.15% | Add +2.6% | 5,322 | $544K |
| Signaturefd, LLC | 0.01% | No change | 5,290 | $541K |
| Bison Wealth, LLC | 0.05% | Reduce -0.3% | 5,399 | $541K |
| Estate Counselors, LLC | 0.05% | Reduce -31.8% | 5,270 | $539K |
| Verdence Capital Advisors LLC | 0.03% | No change | 5,270 | $539K |
| Asset Dedication, LLC | 0.03% | Reduce -62.3% | 5,221 | $534K |
| Altfest L J & Co. Inc. | 0.05% | No change | 5,193 | $531K |
| LRI Investments, LLC | 0.04% | Reduce -20.9% | 5,129 | $525K |
| PFG Advisors | 0.03% | Reduce -87.5% | 5,125 | $524K |
| Neuberger Berman Group LLC | 0.00% | Add +30.3% | 5,115 | $523K |
| South Shore Capital Advisors | 0.35% | New | 5,089 | $521K |
| Pitcairn Wealth Advisors LLC | 0.06% | No change | 5,084 | $520K |
| Sigma Planning Corp | 0.01% | Add +43.5% | 5,083 | $520K |
| Phoenix Financial Ltd. | 0.00% | No change | 5,082 | $520K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 6,600 | $519K |
| SJS Investment Consulting Inc. | 0.06% | Reduce -13.1% | 5,063 | $518K |
| Pacific Park Financial, Inc. | 0.30% | Reduce -8.9% | 5,061 | $518K |
| Yukon Wealth Management, Inc. | 0.15% | Reduce -33.7% | 5,039 | $516K |
| Fiduciary Trust Co | 0.01% | Reduce -3.4% | 5,006 | $512K |
| SkyView Investment Advisors, LLC | 0.40% | New | 5,000 | $512K |
| Athena Investment Management | 0.30% | No change | 4,940 | $505K |
| 5T Wealth, LLC | 0.19% | Reduce -1.9% | 4,937 | $505K |
| DF Dent & Co. Inc. | 0.01% | No change | 4,930 | $504K |
| First National Trust Co | 0.02% | New | 4,915 | $503K |
| Latitude Advisors, LLC | 0.20% | Reduce -11.2% | 4,891 | $500K |
| K.J. Harrison & Partners Inc | 0.07% | Reduce -75.5% | 4,857 | $497K |
| GreatBanc Trust CO | 0.31% | Reduce -13.4% | 4,835 | $495K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -6.4% | 4,765 | $487K |
| Pines Wealth Management, LLC | 0.14% | Add +1.2% | 4,748 | $486K |
| Avior Wealth Management, LLC | 0.01% | Add +0.1% | 4,731 | $484K |
| NewEdge Wealth, LLC | 0.00% | New | 4,676 | $478K |
| Smith Partners Wealth Management, LLC | 0.38% | No change | 4,667 | $477K |
| Firethorn Wealth Partners, LLC | 0.15% | Reduce -11.9% | 4,663 | $477K |
| Allie Family Office LLC | 0.18% | No change | 4,639 | $475K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -16.3% | 4,605 | $471K |
| Moran Wealth Management, LLC | 0.01% | Reduce -19.6% | 4,549 | $465K |
| Midwest Capital Advisors, LLC | 0.19% | Reduce -12.3% | 4,534 | $464K |
| Cypress Point Wealth Management, LLC | 0.09% | Add +0.6% | 4,487 | $459K |
| Scotia Capital Inc. | 0.00% | Reduce -11.1% | 4,452 | $455K |
| Shared Vision Wealth Group LLC | 0.16% | Reduce -4.0% | 4,417 | $452K |
| W.H. Cornerstone Investments Inc. | 0.25% | Add +55.2% | 4,400 | $450K |
| Morling Financial Advisors, LLC | 0.13% | Reduce -20.2% | 4,394 | $450K |
| Evolution Wealth Management Inc. | 0.26% | Reduce -5.3% | 4,388 | $449K |
| Caliber Wealth Management, LLC / KS | 0.04% | Reduce -27.9% | 4,347 | $445K |
| Porter White Investment Advisors, Inc. | 0.17% | Add +0.6% | 4,324 | $442K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.1% | 4,318 | $442K |
| Cascade Financial Partners, LLC | 0.04% | Add +31.9% | 4,313 | $441K |
| Advisory Solutions Group, LLC | 0.15% | — | 4,232 | $433K |
| Chatterton & Associates Inc. | 0.25% | Add +7.3% | 4,384 | $430K |
| Rather & Kittrell, Inc. | 0.06% | Reduce -14.7% | 4,195 | $429K |
| Alpha Omega Wealth Management LLC | 0.07% | Add +0.6% | 4,174 | $427K |
| Ballast Rock Private Wealth LLC | 0.20% | No change | 4,170 | $427K |
| Range Advisory, LLC | 0.05% | New | 4,145 | $424K |
| Retirement Wealth Solutions LLC | 0.23% | No change | 4,137 | $423K |
| Miller Capital Partners, Inc. | 0.17% | No change | 4,122 | $422K |
| WESPAC Advisors, LLC | 0.20% | New | 4,102 | $420K |
| Fidelis Capital Partners, LLC | 0.02% | Add +27.6% | 4,086 | $418K |
| Weitzel Financial Services, Inc. | 0.14% | Reduce -2.0% | 2,961 | $417K |
| Hudock, Inc. | 0.05% | Add +0.3% | 4,055 | $415K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -54.7% | 4,053 | $415K |
| Aegis Wealth Management LLC | 0.19% | No change | 4,000 | $409K |
| LFA - Lugano Financial Advisors SA | 0.25% | Add +12.5% | 3,990 | $408K |
| Simon Quick Advisors, LLC | 0.02% | No change | 3,973 | $406K |
| Evergreen Capital Management LLC | 0.01% | No change | 3,926 | $402K |
| Core Wealth Advisors, LLC | 0.29% | Reduce -0.9% | 3,906 | $400K |
| Tsfg, LLC | 0.05% | Reduce -13.5% | 3,904 | $399K |
| Sowell Financial Services LLC | 0.01% | Reduce -40.2% | 3,884 | $397K |
| Spire Wealth Management | 0.01% | Reduce -20.5% | 3,881 | $397K |
| BridgePort Financial Solutions, LLC | 0.10% | Reduce -18.6% | 3,835 | $392K |
| Hudson Value Partners, LLC | 0.10% | No change | 3,800 | $389K |
| Curated Wealth Partners LLC | 0.04% | No change | 3,772 | $386K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -17.1% | 3,763 | $385K |
| Lane Brothers & Co. Inc. | 0.25% | Reduce -3.7% | 3,759 | $385K |
| Spirepoint Private Client, LLC | 0.03% | No change | 3,743 | $383K |
| Inspire Advisors, LLC | 0.03% | Add +6.9% | 3,717 | $380K |
| Northwest Wealth Management, LLC | 0.05% | No change | 3,712 | $380K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +6.6% | 3,680 | $376K |
| Berger Financial Group, Inc | 0.02% | Reduce -5.6% | 3,662 | $375K |
| Verus Capital Partners, LLC | 0.02% | Reduce -57.4% | 3,659 | $374K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -7.0% | 4,043 | $374K |
| Americana Partners, LLC | 0.01% | Add +0.1% | 3,650 | $373K |
| Rathbones Group PLC | 0.00% | New | 3,616 | $370K |
| Kovack Advisors, Inc. | 0.02% | Reduce -52.1% | 3,690 | $369K |
| Redwood Investment Management, LLC | 0.04% | New | 3,599 | $368K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -1.1% | 3,566 | $365K |
| Legacy Wealth Managment, LLC | 0.15% | New | 3,539 | $362K |
| Keystone Financial Services | 0.09% | Reduce -0.2% | 3,529 | $361K |
| Root Financial Partners, LLC | 0.01% | Reduce -46.8% | 3,529 | $361K |
| Quotient Wealth Partners, LLC | 0.01% | New | 3,507 | $359K |
| Battery Global Advisors, LLC | 0.18% | No change | 3,504 | $358K |
| Howard Financial Services, LTD. | 0.04% | Add +0.4% | 3,496 | $358K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +4.8% | 3,496 | $358K |
| Accel Wealth Management | 0.08% | No change | 3,492 | $357K |
| Koss-Olinger Consulting, LLC | 0.03% | New | 3,464 | $354K |
| Investment Research Partners LLC | 0.12% | No change | 3,425 | $350K |
| Capital Advisors Inc. | 0.01% | No change | 3,414 | $349K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 3,398 | $348K |
| Angeles Wealth Management, LLC | 0.02% | Add +75.2% | 3,382 | $346K |
| Lavaca Capital LLC | 0.04% | Reduce -1.8% | 3,365 | $344K |
| WNY Asset Management, LLC | 0.03% | No change | 3,361 | $344K |
| Prudent Man Investment Management, Inc. | 0.12% | No change | 4,729 | $344K |
| Parsons Capital Management Inc. | 0.02% | New | 3,337 | $341K |
| Narus Financial Partners, LLC | 0.09% | Reduce -17.6% | 3,321 | $340K |
| MCF Advisors LLC | 0.01% | Reduce -8.5% | 3,318 | $339K |
| Twin Focus Capital Partners, LLC | 0.03% | No change | 3,305 | $338K |
| Arizona PSPRS Trust | 0.01% | New | 3,300 | $338K |
| HM Payson & Co. | 0.00% | Add +59.2% | 3,287 | $336K |
| Lanark Financial, Inc. | 0.02% | Add +49.2% | 3,243 | $332K |
| Moors & Cabot, Inc. | 0.01% | No change | 3,228 | $330K |
| Jim Saulnier & Associates, LLC | 0.13% | Add +0.6% | 3,211 | $329K |
| Mills Wealth Advisors LLC | 0.10% | No change | 3,204 | $328K |
| Symphony Financial, Ltd. Co. | 0.04% | New | 3,235 | $326K |
| Brian Low Financial Group, LLC | 0.19% | Reduce -9.6% | 3,154 | $323K |
| Florida Financial Advisors, LLC | 0.05% | Add +7.5% | 3,143 | $322K |
| Unify Financial Advisors | 0.30% | No change | 3,141 | $321K |
| LWM Advisors Inc. | 0.27% | Reduce -12.5% | 3,141 | $321K |
| Osprey Private Wealth LLC | 0.08% | No change | 3,125 | $320K |
| apricus wealth, LLC | 0.15% | Add +1.3% | 3,080 | $315K |
| Readystate Asset Management LP | 0.02% | New | 3,067 | $314K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 3,025 | $309K |
| Tenon Financial LLC | 0.10% | Add +0.2% | 3,007 | $308K |
| RMR Wealth Builders | 0.02% | Add +0.5% | 3,006 | $308K |
| HSBC Holdings PLC | 0.00% | No change | 3,005 | $307K |
| 49 Wealth Management, LLC | 0.06% | New | 3,004 | $307K |
| Alongside, LLC | 0.06% | — | 3,004 | $307K |
| PUREfi Wealth, LLC | 0.17% | Reduce -31.8% | 3,000 | $307K |
| Redwood Financial Network Corp | 0.17% | New | 2,975 | $304K |
| Tyche Wealth Partners LLC | 0.04% | New | 2,944 | $301K |
| TPG Advisors LLC | 0.17% | Add +1.1% | 2,944 | $301K |
| Opus Financial Solutions LLC | 0.24% | New | 2,929 | $300K |
| D'Orazio & Associates, Inc. | 0.03% | No change | 2,917 | $298K |
| Signal Advisors Wealth, LLC | 0.02% | Add +8.3% | 2,902 | $297K |
| Invested Advisors | 0.26% | No change | 2,892 | $296K |
| Rothschild Wealth LLC | 0.02% | New | 2,848 | $291K |
| Vertrix Wealth Management, LLC | 0.10% | New | 2,845 | $291K |
| Goldstein Advisors, LLC | 0.03% | No change | 2,827 | $289K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +0.5% | 2,811 | $288K |
| Factor Wealth Management LTD | 0.04% | No change | 2,805 | $287K |
| Forum Finance Group S.A. | 0.10% | No change | 3,450 | $285K |
| Intrust Bank NA | 0.02% | Reduce -9.8% | 2,776 | $284K |
| Stapp Wealth Management, PLLC | 0.37% | New | 2,774 | $284K |
| Moneco Advisors, LLC | 0.02% | Add +0.9% | 2,759 | $282K |
| Wealthgarden F.S. LLC | 0.16% | New | 2,725 | $279K |
| DBK Financial Counsel, LLC | 0.23% | Reduce -4.2% | 2,698 | $276K |
| Deutsche Bank AG | 0.00% | No change | 2,656 | $272K |
| Manchester Capital Management LLC | 0.04% | Add +7.2% | 2,635 | $270K |
| Mainstream Capital Management LLC | 0.16% | No change | 2,611 | $267K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.06% | Add +115.0% | 3,225 | $265K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Add +0.5% | 2,592 | $265K |
| Northstar Asset Management Inc. | 0.08% | No change | 2,582 | $264K |
| Cutler Investment Counsel LLC | 0.02% | Add +0.5% | 2,570 | $263K |
| Dala Group, LLC | 0.22% | Reduce -26.4% | 2,565 | $262K |
| EFG International AG | 0.00% | No change | 2,550 | $261K |
| Ballentine Partners, LLC | 0.00% | New | 2,531 | $259K |
| SVB Wealth LLC | 0.02% | New | 2,503 | $256K |
| Cove Private Wealth, LLC | 0.05% | Reduce -50.0% | 2,500 | $256K |
| Aureus Asset Management, LLC | 0.02% | New | 2,500 | $256K |
| Berman McAleer LLC | 0.03% | New | 2,493 | $255K |
| Insight 2811, Inc. | 0.10% | New | 2,439 | $250K |
| BLB&B Advisors, LLC | 0.01% | New | 2,429 | $248K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.04% | Reduce -20.9% | 2,427 | $248K |
| Elevated Financial Group LLC | 0.07% | New | 2,421 | $248K |
| Soltis Investment Advisors LLC | 0.01% | New | 2,416 | $247K |
| Lake Street Private Wealth, LLC | 0.03% | New | 2,419 | $247K |
| Keener Financial Planning LLC | 0.09% | New | 2,407 | $246K |
| Greenleaf Trust | 0.00% | Reduce -14.7% | 2,402 | $246K |
| Nuveen, LLC | 0.00% | New | 2,392 | $245K |
| Prosperity Consulting Group, LLC | 0.01% | New | 2,390 | $244K |
| Retirement Planning Group, LLC / NY | 0.13% | New | 2,387 | $244K |
| Greenspring Advisors, LLC | 0.01% | Reduce -20.2% | 2,369 | $242K |
| Sharkey, Howes & Javer | 0.03% | New | 2,367 | $242K |
| Rollins Financial Advisors, LLC | 0.03% | New | 2,365 | $242K |
| Baldwin Wealth Partners LLC | 0.02% | New | 2,350 | $240K |
| Stokes Family Office, LLC | 0.03% | Reduce -38.1% | 2,350 | $240K |
| RS Crum Inc. | 0.04% | Reduce -24.0% | 2,334 | $239K |
| First Western Trust Bank | 0.01% | New | 2,332 | $239K |
| Mascagni Wealth Management, Inc. | 0.15% | New | 2,318 | $237K |
| Clarity Asset Management, Inc. | 0.12% | Reduce -16.4% | 2,313 | $237K |
| Hoge Financial Services, LLC | 0.11% | New | 2,311 | $236K |
| Zenith Solutions, Inc. | 0.21% | — | 2,301 | $235K |
| Fiducient Advisors LLC | 0.03% | New | 2,300 | $235K |
| Matrix Asset Advisors Inc. | 0.02% | New | 2,292 | $234K |
| Avion Wealth | 0.04% | Reduce -25.6% | 2,270 | $232K |
| Orca Wealth Management, LLC | 0.14% | New | 2,267 | $232K |
| Capital Analysts, LLC | 0.01% | Add +32.9% | 2,256 | $231K |
| AIMZ Investment Advisors, LLC | 0.06% | New | 2,241 | $229K |
| BigSur Wealth Management LLC | 0.06% | No change | 2,240 | $229K |
| Polaris Investment Advisors, LLC | 0.15% | New | 2,229 | $228K |
| Jefferies Financial Group Inc. | 0.00% | New | 2,216 | $227K |
| Old National Bancorp | 0.00% | Reduce -36.6% | 2,187 | $224K |
| Silverlake Wealth Management LLC | 0.04% | New | 2,186 | $224K |
| Portland Global Advisors LLC | 0.02% | Reduce -50.5% | 2,175 | $223K |
| BSW Wealth Partners | 0.02% | New | 2,169 | $222K |
| Missouri Trust & Investment Co | 0.06% | No change | 2,400 | $221K |
| First Financial Bankshares Inc | 0.00% | Reduce -17.1% | 2,161 | $221K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,155 | $220K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 2,150 | $220K |
| Alpine Global Management, LLC | 0.04% | New | 2,134 | $218K |
| Brooklyn FI, LLC | 0.04% | New | 2,301 | $218K |
| Nwam LLC | 0.01% | New | 2,116 | $216K |
| Emprise Bank | 0.08% | New | 2,092 | $214K |
| GWN Securities Inc. | 0.04% | New | 2,091 | $214K |
| RDA Financial Network | 0.05% | New | 2,072 | $212K |
| Trademark Financial Management, LLC | 0.09% | New | 2,072 | $212K |
| Glenview Trust Co | 0.00% | Reduce -24.1% | 2,062 | $211K |
| Bank of New Hampshire | 0.04% | No change | 2,055 | $210K |
| Balboa Wealth Partners | 0.03% | New | 2,054 | $210K |
| Brown Brothers Harriman & Co. | 0.00% | Add +13.6% | 2,053 | $210K |
| Cambridge Financial Group, LLC | 0.07% | New | 2,049 | $210K |
| Fiduciary Financial Group, LLC | 0.02% | New | 2,034 | $208K |
| Tower Bridge Advisors | 0.02% | New | 2,025 | $207K |
| Delta Investment Management, LLC | 0.03% | New | 2,021 | $207K |
| Truepoint, Inc. | 0.00% | New | 2,013 | $206K |
| Sterneck Capital Management, LLC | 0.09% | New | 2,010 | $206K |
| Argent Trust Co | 0.01% | New | 2,008 | $205K |
| New Harbor Financial Group, LLC | 0.03% | Reduce -32.5% | 2,005 | $205K |
| WealthShield Partners, LLC | 0.03% | Reduce -31.1% | 2,000 | $205K |
| StoneX Group Inc. | 0.01% | New | 1,998 | $204K |
| Chicago Capital, LLC | 0.00% | New | 1,983 | $203K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -34.0% | 1,976 | $202K |
| Brandywine Oak Private Wealth LLC | 0.02% | New | 1,967 | $201K |
| Northland Securities, Inc. | 0.12% | Reduce -36.1% | 1,965 | $201K |
| UMB Bank, n.a. | 0.00% | No change | 1,964 | $201K |
| Bogart Wealth, LLC | 0.01% | Reduce -2.5% | 1,910 | $195K |
| Sava Infond d.o.o. | 0.01% | New | 1,900 | $194K |
| TD Waterhouse Canada Inc. | 0.00% | Add +19.8% | 1,969 | $194K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.5% | 1,878 | $192K |
| Strategic Wealth Advisors LLC | 0.16% | Reduce -2.3% | 2,521 | $183K |
| Swisher Financial Concepts, Inc. | 0.11% | Reduce -80.4% | 1,765 | $181K |
| LifeSteps Financial, Inc. | 0.08% | New | 1,760 | $180K |
| Central Pacific Bank - Trust Division | 0.02% | New | 1,731 | $177K |
| Centaurus Financial, Inc. | 0.01% | Reduce -81.4% | 1,677 | $172K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 1,644 | $168K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.4% | 1,643 | $168K |
| Ramirez Asset Management, Inc. | 0.02% | Reduce -20.0% | 1,598 | $163K |
| TD Private Client Wealth LLC | 0.00% | Add +42.1% | 1,592 | $163K |
| Vestor Capital, LLC | 0.01% | Reduce -99.8% | 403 | $160K |
| Protective Life Corp. | 1.14% | Reduce -48.2% | 1,559 | $159K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 1,545 | $158K |
| Stone House Investment Management, LLC | 0.02% | Reduce -45.3% | 1,424 | $146K |
| Rossby Financial, LCC | 0.03% | Reduce -18.9% | 1,378 | $141K |
| Tucker Asset Management LLC | 0.03% | No change | 1,359 | $139K |
| Realta Investment Advisors | 0.04% | New | 1,312 | $134K |
| Lazard Asset Management LLC | 0.00% | New | 1,301 | $133K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 1,300 | $133K |
| Toronto Dominion Bank | 0.00% | Reduce -83.0% | 1,294 | $132K |
| Turim 21 Investimentos Ltda. | 0.02% | New | 1,293 | $132K |
| John A. Wolfe & Associates, Inc. | 0.18% | Reduce -6.8% | 1,267 | $130K |
| Hurley Capital, LLC | 0.07% | Add +1.1% | 1,246 | $127K |
| SYM FINANCIAL Corp | 0.01% | Reduce -18.3% | 1,213 | $124K |
| Harbor Asset Planning, Inc. | 0.09% | Add +149.7% | 1,211 | $124K |
| Bokf, NA | 0.00% | Add +40.7% | 1,197 | $122K |
| Atlatl Advisers LLC | 0.03% | New | 1,135 | $116K |
| Larson Financial Group LLC | 0.00% | Reduce -36.1% | 1,134 | $116K |
| Godfrey Financial Associates, Inc. | 0.09% | Add +11.6% | 1,109 | $113K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,098 | $112K |
| Allworth Financial LP | 0.00% | Add +15.9% | 1,096 | $112K |
| Simplex Trading, LLC | 0.00% | New | 1,093 | $112K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -29.6% | 1,078 | $110K |
| Richards, Merrill & Peterson, Inc. | 0.03% | Add +0.2% | 1,073 | $110K |
| Vanguard Advisers Inc. | 0.00% | Add +20.4% | 1,063 | $109K |
| National Bank of Canada | 0.00% | New | 1,054 | $108K |
| Kings Path Partners LLC | 0.03% | Reduce -32.2% | 1,052 | $108K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -31.9% | 1,036 | $106K |
| Wolff Wiese Magana LLC | 0.05% | No change | 991 | $101K |
| Synergy Investment Management, LLC | 0.02% | Add +0.2% | 919 | $94K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -13.3% | 885 | $91K |
| Game Plan Financial Advisors, LLC | 0.03% | New | 793 | $81K |
| Arlington Trust Co LLC | 0.01% | No change | 744 | $76K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 736 | $75K |
| Albion Financial Group | 0.00% | No change | 735 | $75K |
| Financial Perspectives, Inc | 0.02% | Add +0.6% | 734 | $75K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 702 | $72K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 698 | $71K |
| Rice Partnership, LLC | 0.01% | Reduce -3.7% | 683 | $70K |
| Vision Retirement, LLC | 0.02% | Reduce -25.5% | 624 | $64K |
| Fiduciary Financial Advisors | 0.01% | New | 591 | $60K |
| Fourth Dimension Wealth, LLC | 0.02% | Add +95.7% | 585 | $60K |
| Financial Consulate, Inc. | 0.01% | No change | 583 | $60K |
| Aventura Private Wealth, LLC | 0.02% | New | 564 | $58K |
| Geneos Wealth Management Inc. | 0.00% | No change | 538 | $55K |
| Abound Wealth Management | 0.01% | Add +4.0% | 526 | $54K |
| GS Investments, Inc. | 0.04% | Add +90.9% | 525 | $54K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +0.4% | 524 | $54K |
| MeadowBrook Investment Advisors LLC | 0.04% | New | 506 | $52K |
| Creative Financial Designs Inc. | 0.00% | Reduce -35.8% | 505 | $52K |
| Phillips Financial Management, LLC | 0.00% | No change | 473 | $48K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 446 | $46K |
| Grove Bank & Trust | 0.00% | No change | 430 | $44K |
| Zions Bancorporation, National Association | 0.00% | No change | 421 | $43K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 413 | $42K |
| Front Row Advisors LLC | 0.01% | No change | 414 | $39K |
| Wellington-Altus USA Inc. | 0.03% | Reduce -71.8% | 489 | $38K |
| Trust Co | 0.00% | No change | 370 | $38K |
| First Bancorp, Inc | 0.01% | New | 365 | $37K |
| Clark Wealth Partners | 0.02% | No change | 360 | $37K |
| PlanVest Financial, Inc | 0.02% | No change | 342 | $35K |
| Go Invest LLC | 0.01% | Reduce -8.8% | 341 | $35K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -63.6% | 322 | $33K |
| Smithfield Trust Co | 0.00% | No change | 314 | $32K |
| Capital Advisor Network LLC | 0.04% | Reduce -9.8% | 304 | $31K |
| Atlantic Union Bankshares Corp | 0.00% | New | 300 | $31K |
| Cape Investment Advisory, Inc. | 0.01% | New | 291 | $30K |
| Rialto Wealth Management, LLC | 0.01% | No change | 275 | $28K |
| Hollencrest Capital Management | 0.00% | New | 250 | $26K |
| Sankala Group LLC | 0.02% | Reduce -26.8% | 268 | $25K |
| Bangor Savings Bank | 0.00% | Reduce -41.2% | 240 | $25K |
| Nova Wealth Management, Inc. | 0.01% | No change | 217 | $22K |
| Accordant Advisory Group Inc | 0.01% | No change | 216 | $22K |
| Proffitt & Goodson Inc. | 0.00% | No change | 197 | $20K |
| Sofi Wealth, LLC | 0.00% | Reduce -37.0% | 196 | $20K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 184 | $18K |
| Private Wealth Management Group, LLC | 0.00% | No change | 176 | $18K |
| Hantz Financial Services, Inc. | 0.00% | Add +24.6% | 172 | $18K |
| International Assets Investment Management, LLC | 0.00% | No change | 179 | $18K |
| Continuum Advisory, LLC | 0.00% | New | 162 | $17K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -21.3% | 159 | $16K |
| Triumph Capital Management | 0.00% | No change | 147 | $15K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 137 | $14K |
| Covestor Ltd | 0.01% | Add +3.1% | 133 | $14K |
| TD Capital Management LLC | 0.00% | Add +0.8% | 130 | $13K |
| GAMMA Investing LLC | 0.00% | No change | 128 | $13K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 124 | $13K |
| Chesapeake Asset Management LLC | 0.01% | No change | 117 | $12K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -26.7% | 126 | $12K |
| NorthAvenue LLC | 0.01% | No change | 115 | $12K |
| Tompkins Financial Corp. | 0.00% | Reduce -3.5% | 112 | $11K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 103 | $11K |
| Balentine LLC | 0.00% | No change | 103 | $11K |
| Birchwood Financial Partners, Inc. | 0.01% | Reduce -44.3% | 103 | $10K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 100 | $10K |
| Signature Equity Partners, LLC | 0.00% | New | 97 | $10K |
| FWL Investment Management, LLC | 0.00% | No change | 90 | $9K |
| CKW Financial Group | 0.00% | Reduce -22.3% | 87 | $9K |
| Winch Advisory Services, LLC | 0.00% | Add +1.1% | 88 | $9K |
| Leo H. Evart, Inc. | 0.01% | No change | 75 | $8K |
| Highland Investment Advisors LLC | 0.00% | — | 74 | $8K |
| Operose Advisors LLC | 0.00% | No change | 71 | $7K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 68 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -61.4% | 68 | $7K |
| DecisionPoint Financial, LLC | 0.00% | No change | 69 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -65.0% | 65 | $7K |
| Financial Gravity Companies, Inc. | 0.00% | — | 60 | $6K |
| Trust Co. of Toledo NA | 0.00% | No change | 58 | $6K |
| Kingdom Financial Group LLC. | 0.00% | Add +2.0% | 51 | $5K |
| Lummis Asset Management, LP | 0.00% | No change | 49 | $5K |
| Mosley Wealth Management | 0.00% | Reduce -70.7% | 48 | $5K |
| Gen-Wealth Partners Inc | 0.00% | No change | 48 | $5K |
| Ankerstar Wealth, LLC | 0.00% | No change | 46 | $5K |
| Strive Financial Group ,LLC | 0.00% | No change | 44 | $5K |
| First Command Advisory Services, Inc. | 0.00% | New | 44 | $5K |
| Raleigh Capital Management Inc. | 0.00% | Add +2.6% | 40 | $4K |
| Gladwyn Financial Advisors, Inc. | 0.00% | No change | 38 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 37 | $4K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 36 | $4K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 33 | $3K |
| Archer Investment Corp | 0.00% | No change | 32 | $3K |
| Alerus Financial NA | 0.00% | Reduce -3.2% | 30 | $3K |
| West Paces Advisors Inc. | 0.00% | New | 27 | $3K |
| Park Place Capital Corp | 0.00% | New | 19 | $2K |
| Tidemark, LLC | 0.00% | Reduce -25.0% | 15 | $2K |
| Hilton Head Capital Partners, LLC | 0.00% | Reduce -60.5% | 15 | $2K |
| Caitlin John, LLC | 0.00% | No change | 7 | $716 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 6 | $614 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 4 | $410 |
| EPG Wealth Management LLC | 0.00% | No change | 4 | $409 |
"% 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.