iShares Core MSCI EmergingIEMGETF

13F holders, Q1 2024 (March 31)
1,654holders
6famous investors
$51.67avg. 13F price*

At the end of Q1 2024, 1,654 institutions reported holding iShares Core MSCI Emerging (IEMG) in their 13F filings. The largest holders were Bank of America Corp. ($7.5B), Creative Planning ($3.7B) and Morgan Stanley ($3.4B). 6 famous investors held it, including Ray Dalio (4.9% of Bridgewater Associates's portfolio), Joel Greenblatt (0.5% of Gotham Asset Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
iShares Core MSCI Emerging
CUSIP
46434G103
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,654Q1 2024Q2 2024: 1,705Q2 2024Q3 2024: 1,735Q3 2024Q4 2024: 1,841Q4 2024Q1 2025: 1,852Q1 2025Q2 2025: 1,910Q2 2025Q3 2025: 1,976Q3 2025Q4 2025: 2,230Q4 2025Q1 2026: 2,308Q1 2026Q2 2026: 2,417Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions86$289.5M
Exits116$180.4M

Ownership 1,654 holders

Bank of America Corp. 0.74% Add +8.4% 144,818,495 $7.5B
Creative Planning 4.08% Reduce -2.4% 71,393,808 $3.7B
Morgan Stanley 0.28% Add +0.4% 66,552,779 $3.4B
Wells Fargo & Company 0.63% Add +0.8% 46,439,626 $2.4B
Jane Street Group, LLC 2.57% Add +57.7% 38,436,227 $2.0B
Goldman Sachs Group Inc. 0.42% Reduce -3.9% 38,245,012 $2.0B
Tiaa Trust, National Association 5.79% Add +9.4% 36,650,021 $1.9B
Wealthfront Advisers LLC 6.48% Add +6.5% 35,902,555 $1.9B
BlackRock Inc. 0.04% Add +5.0% 30,722,199 $1.6B
JPMorgan Chase & Co. 0.13% Reduce -2.1% 29,319,543 $1.5B
US Bancorp \de 1.74% Add +0.1% 24,212,894 $1.2B
Envestnet Asset Management Inc. 0.41% Reduce -37.4% 21,471,268 $1.1B
LPL Financial LLC 0.57% Reduce -8.5% 20,398,756 $1.1B
Bridgewater Associates 4.87% Reduce -0.2% 18,663,470 $963.0M
Northwestern Mutual Wealth Management Co. 0.86% Add +3.9% 16,222,263 $837.1M
UBS Group AG 0.27% Add +0.1% 15,866,304 $818.7M
FMR LLC 0.05% Reduce -7.3% 15,613,393 $805.7M
Raymond James & Associates 0.51% Add +0.8% 14,651,892 $756.0M
M&T Bank Corp 2.16% Reduce -5.6% 12,042,284 $621.4M
PNC Financial Services Group, Inc. 0.42% Add +0.2% 11,655,534 $601.4M
Betterment LLC 1.31% Reduce -5.3% 9,440,217 $487.1M
Assetmark, Inc. 1.47% Add +10.1% 8,734,595 $450.7M
Envestnet Portfolio Solutions, Inc. 1.67% Reduce -10.8% 8,634,565 $445.5M
Alliancebernstein L.P. 0.15% Add +15.7% 8,290,921 $427.8M
Municipal Employees' Retirement System of Michigan 5.27% Add +0.5% 7,924,815 $408.9M
Asset Management One Co., Ltd. 1.52% Add +7.2% 7,640,889 $394.3M
Retirement Systems of Alabama 1.51% No change 7,584,431 $391.4M
Charles Schwab Investment Advisory, Inc. 0.54% Reduce -3.0% 7,577,239 $391.0M
Old Mission Capital LLC 9.10% Add +168.2% 7,210,478 $372.1M
Citigroup Inc. 0.36% Add +8.4% 6,435,963 $332.1M
Victory Capital Management Inc. 0.32% Add +0.3% 6,157,144 $317.7M
Bank of New York Mellon Corp 0.06% Reduce -14.7% 6,123,872 $316.0M
State Street Corp. 0.01% Reduce -0.7% 5,762,099 $297.3M
Jordan Park Group LLC 18.60% Add +15.5% 5,671,417 $292.6M
Bank of Montreal 0.09% Add +6.7% 5,513,053 $283.9M
Sei Investments Co. 0.41% Add +0.3% 5,458,695 $281.7M
Mariner, LLC 0.56% Add +13.3% 5,230,403 $269.9M
Nationwide Fund Advisors 28.50% Add +0.2% 5,098,168 $263.1M
Royal Bank of Canada 0.06% Add +0.0% 5,065,662 $261.4M
Moneta Group Investment Advisors LLC 4.21% Add +2.0% 5,012,200 $258.6M
Captrust Financial Advisors 0.94% Add +8.0% 4,946,158 $255.2M
United Services Automobile Association 5.73% No change 4,516,153 $233.0M
Ballentine Partners, LLC 4.40% Add +4.3% 4,491,293 $231.8M
Members Trust Co 6.33% Reduce -4.0% 4,114,384 $212.3M
HighTower Advisors, LLC 0.33% Add +6.8% 3,951,948 $203.8M
Elo Mutual Pension Insurance Co 4.66% No change 3,851,200 $198.7M
Corient Private Wealth LP 0.35% Reduce -1.5% 3,830,289 $197.6M
Franklin Resources Inc. 0.06% Add +48.6% 3,717,708 $191.8M
Charles Schwab Investment Management Inc. 0.04% Reduce -21.1% 3,709,593 $191.4M
Haverford Trust Co 1.88% Add +2.7% 3,478,217 $179.5M
Stifel Financial Corp. 0.19% Reduce -21.9% 3,277,047 $169.1M
Cerity Partners LLC 0.44% Add +1.6% 3,243,708 $167.2M
Matson Money. Inc. 5.32% Add +1.9% 3,107,882 $160.4M
Cornerstone Partners Capital Management, LLC 10.43% Add +11.0% 3,012,173 $155.4M
Nuveen Asset Management, LLC 0.04% Reduce -3.1% 2,888,546 $149.0M
Blue Trust, Inc. 2.09% Reduce -9.6% 2,879,074 $148.6M
Cetera Investment Advisers 0.32% Add +69.4% 2,654,813 $137.0M
Stairway Partners, LLC 10.85% Add +49.6% 2,601,924 $134.3M
Alesco Advisors, LLC, An ESL Co 4.41% Add +0.6% 2,601,663 $134.2M
Keybank National Association 0.55% Add +1.2% 2,596,803 $134.0M
Valeo Financial Advisors, LLC 4.76% Add +2285.9% 2,640,622 $132.7M
Ameriprise Financial Inc. 0.03% Reduce -21.5% 2,405,153 $124.4M
Osaic Holdings, Inc. 0.27% Reduce -54.4% 2,344,117 $121.0M
United Capital Financial Advisors, LLC 1.00% Reduce -16.4% 2,338,152 $120.6M
Raymond James Financial Services Advisors, Inc. 0.18% Reduce -10.2% 2,298,891 $118.6M
First Citizens Bank & Trust Co. 2.19% Add +17.6% 2,217,452 $114.4M
Elm Partners Management LLC 9.03% Add +29.6% 2,212,047 $114.1M
Halbert Hargrove Global Advisors, LLC 7.39% Add +4.5% 2,159,780 $111.4M
Spire Wealth Management 2.04% Reduce -2.4% 422,058 $111.3M
Deutsche Bank AG 0.05% Reduce -14.0% 2,121,489 $109.5M
CI Investments Inc. 0.43% Add +12.0% 2,108,534 $108.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 3.32% Reduce -6.6% 2,091,056 $107.9M
Hirtle & Co., LLC 5.33% Add +1.6% 2,074,382 $107.0M
Lincoln National Corp. 1.65% Add +1.6% 2,044,077 $105.5M
Baird Financial Group, Inc. 0.22% Reduce -6.9% 1,993,056 $102.8M
1832 Asset Management L.P. 0.19% Reduce -3.9% 1,970,358 $101.7M
Mirae Asset Global Investments Co., Ltd. 0.22% Reduce -24.0% 1,968,200 $101.6M
Factory Mutual Insurance Co. 1.16% New 1,950,000 $100.6M
Commonwealth Equity Services, LLC 0.17% Reduce -7.5% 1,924,131 $99.3M
Federation des caisses Desjardins du Quebec 0.72% Add +4.0% 1,922,389 $99.2M
MML Investors Services, LLC 0.40% Reduce -25.9% 1,879,612 $97.0M
University of Pittsburgh - Of the Commonwealth System of Higher Education 99.73% No change 1,840,781 $95.0M
Mill Creek Capital Advisors, LLC 2.45% Add +11.4% 1,752,756 $90.4M
Financiere des Professionnels - Fonds d'investissement inc. 7.24% Add +18.9% 1,740,448 $89.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.62% Add +4.6% 1,636,511 $84.4M
Wealthspire Advisors, LLC 1.10% Reduce -1.3% 1,597,889 $82.5M
Truist Financial Corp. 0.12% Reduce -11.3% 1,581,725 $81.6M
Partners Capital Investment Group, LLP 2.42% Reduce -34.4% 1,564,155 $80.7M
Nepc LLC 2.72% Add +1887.9% 1,532,479 $79.1M
Manufacturers Life Insurance Company, The 0.07% Add +13.3% 1,521,091 $78.5M
Principal Financial Group Inc. 0.05% Add +24598.9% 1,506,632 $77.7M
Wharton Business Group, LLC 3.70% Add +0.6% 1,490,384 $76.9M
MAI Capital Management 0.79% Add +27.7% 1,475,927 $76.2M
State of Wisconsin Investment Board 0.20% Add +0.1% 1,472,900 $76.0M
Fifth Third Bancorp 0.30% Reduce -7.0% 1,463,073 $75.5M
Avantax Advisory Services, Inc. 0.67% Reduce -0.3% 1,459,280 $75.3M
Passaic Partners LLC 10.35% Reduce -7.0% 1,391,429 $71.8M
Alaska Permanent Capital Management, LLC 5.55% Add +4.0% 1,379,927 $71.3M
Citizens Financial Group Inc. 2.33% Reduce -1.5% 1,351,941 $69.8M
Modera Wealth Management, LLC 1.05% Reduce -1.2% 1,338,668 $69.1M
Pathstone Holdings, LLC 0.32% Add +1.4% 1,323,207 $68.3M
SigFig Wealth Management, LLC 2.47% Reduce -3.1% 1,310,516 $67.4M
Lockheed Martin Investment Management Co. 4.82% Reduce -4.5% 1,287,500 $66.4M
Wealth Enhancement Advisory Services, LLC 0.17% Reduce -4.9% 1,276,406 $65.9M
Neuberger Berman Group LLC 0.05% Reduce -0.9% 1,268,126 $65.4M
Cresset Asset Management, LLC 0.31% Reduce -9.6% 1,227,497 $63.3M
Comerica Bank 0.27% Reduce -0.8% 1,217,737 $62.8M
MCF Advisors LLC 4.80% Add +2.2% 1,200,921 $62.0M
Destination Wealth Management 2.06% Add +9.1% 1,199,646 $61.9M
Buckingham Strategic Wealth, LLC 0.62% Add +5.4% 1,130,623 $58.3M
Nisa Investment Advisors, LLC 0.38% Reduce -0.6% 1,126,893 $58.1M
Cwm, LLC 0.28% Reduce -57.6% 1,116,590 $57.6M
Full Sail Capital, LLC 4.00% Add +7.7% 1,112,211 $57.4M
Allspring Global Investments Holdings, LLC 0.09% Add +24.1% 1,081,494 $55.8M
First Hawaiian Bank 1.73% Add +0.3% 1,073,267 $55.4M
Adventist Health System/ West 9.90% No change 1,067,519 $55.1M
AE Wealth Management LLC 0.62% Reduce -58.8% 1,066,231 $55.0M
Fusion Family Wealth, LLC 5.59% Reduce -0.4% 1,044,617 $53.9M
Citadel Advisors 0.05% Add +2759.4% 1,011,898 $52.2M
Aspiriant, LLC 2.12% Reduce -6.1% 993,157 $51.2M
Clarius Group, LLC 3.48% Reduce -5.0% 975,831 $50.4M
Bessemer Group Inc. 0.09% Add +48.5% 970,739 $50.1M
Greenleaf Trust 0.46% Add +40.9% 967,277 $49.9M
Dynasty Wealth Management, LLC 1.59% — 965,906 $49.8M
Quotient Wealth Partners, LLC 1.77% Add +2.9% 959,333 $49.5M
Litman Gregory Wealth Management LLC 4.43% Reduce -1.4% 946,365 $48.8M
Whittier Trust Co. of Nevada Inc. 1.40% Add +2.9% 944,590 $48.7M
Brown Advisory Inc. 0.06% Reduce -3.6% 925,991 $47.8M
Stratos Wealth Partners, LTD. 0.79% Add +4.6% 907,330 $46.8M
Cliftonlarsonallen Wealth Advisors, LLC 1.05% Add +5.9% 890,965 $46.0M
Regions Financial Corp. 0.35% Reduce -9.6% 884,367 $45.6M
GenTrust, LLC 2.77% Reduce -12.6% 871,962 $45.0M
Park Avenue Securities LLC 0.57% Reduce -57.6% 858,029 $44.3M
Midland Wealth Advisors, LLC 2.70% Add +5.3% 849,114 $43.8M
Whittier Trust Co. 0.63% Add +5.1% 832,626 $43.0M
Janney Montgomery Scott LLC 0.13% Reduce -46.3% 830,967 $42.9M
Thrivent Financial for Lutherans 0.08% Reduce -30.8% 814,856 $42.0M
Heritage Wealth Advisors 1.90% Add +2.5% 807,107 $41.6M
Southern Farm Bureau Life Insurance 6.76% No change 790,499 $40.8M
Savant Capital, LLC 0.47% Reduce -2.5% 787,024 $40.6M
Rockefeller Capital Management L.P. 0.12% Reduce -10.3% 779,106 $40.2M
National Philanthropic Trust 0.87% Reduce -0.5% 771,862 $39.8M
Conrad N. Hilton Foundation 40.83% New 761,753 $39.3M
Capital Analysts, LLC 1.78% Add +2.7% 739,324 $38.1M
Becker Capital Management Inc. 1.31% Reduce -12.4% 739,175 $38.1M
Signaturefd, LLC 0.79% Reduce -6.2% 728,375 $37.6M
University of Massachusetts Foundation, Inc. 15.05% No change 700,928 $36.2M
Focus Partners Advisor Solutions, LLC 1.04% Add +9.3% 700,285 $36.1M
Avantax Planning Partners, Inc. 1.17% Add +16.9% 698,989 $36.1M
CKW Financial Group 4.69% Reduce -23.9% 696,969 $36.0M
Flow Traders U.S. LLC 1.92% New 695,466 $35.9M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -1.3% 688,537 $35.5M
Financial Counselors Inc. 0.59% Reduce -17.2% 674,746 $34.8M
Global Strategic Investment Solutions, LLC 4.03% Add +7.9% 667,453 $34.4M
TD Private Client Wealth LLC 1.12% Add +13.5% 661,668 $34.1M
Meeder Advisory Services, Inc. 3.43% Add +4.0% 654,180 $33.8M
Cobblestone Capital Advisors LLC 2.12% Add +5.3% 653,701 $33.7M
Sompo Asset Management Co., Ltd. 5.49% Add +1.3% 649,933 $33.5M
Atria Investments, Inc 0.46% Reduce -15.7% 646,332 $33.4M
Monashee Investment Management LLC 3.99% Reduce -2.2% 646,200 $33.3M
Wescott Financial Advisory Group, LLC 4.09% Add +1164.0% 636,927 $32.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.41% No change 634,417 $32.7M
Gotham Asset Management 0.48% Add +2.8% 620,297 $32.0M
Octavia Wealth Advisors, LLC 4.72% Add +23.2% 618,731 $31.9M
BLB&B Advisors, LLC 1.78% Reduce -6.6% 610,098 $31.5M
Choreo, LLC 0.80% Reduce -33.1% 604,332 $31.2M
MPS Loria Financial Planners, LLC 10.40% Reduce -3.3% 600,028 $31.0M
Connecticut Wealth Management, LLC 1.59% Add +1.2% 580,170 $29.9M
Jones Financial Companies LLLP 0.04% Reduce -0.7% 578,194 $29.8M
Abound Wealth Management 11.21% Add +5.1% 570,316 $29.4M
Connable Office Inc. 3.32% Add +63.3% 567,996 $29.3M
Susquehanna International Group, LLP 0.04% Reduce -63.4% 565,560 $29.2M
Wedmont Private Capital 2.11% Add +0.8% 550,339 $28.9M
Financial Synergies Wealth Advisors, Inc. 3.79% Add +21.4% 560,368 $28.9M
Axiom Investors LLC 0.25% Add +1.9% 559,700 $28.9M
Chai Trust Co. LLC 3.10% Add +3.7% 554,007 $28.6M
Syon Capital LLC 2.70% Add +4.3% 553,550 $28.6M
Quent Capital, LLC 3.34% Add +10.2% 553,435 $28.6M
Robertson Stephens Wealth Management, LLC 1.55% Add +14.8% 549,113 $28.3M
Commerce Bank 0.19% Reduce -1.4% 546,249 $28.2M
Orion Porfolio Solutions, LLC 0.29% Reduce -23.0% 530,244 $27.4M
Orion Portfolio Solutions, LLC 0.29% Reduce -23.0% 530,244 $27.4M
MBL Wealth, LLC 3.04% Add +2.7% 517,123 $26.7M
Aaron Wealth Advisors LLC 3.82% Add +22.3% 515,966 $26.6M
Sequoia Financial Advisors, LLC 0.33% Add +5.1% 513,192 $26.5M
Cape Cod Five Cents Savings Bank 2.54% Add +9.0% 509,939 $26.3M
HSBC Holdings PLC 0.02% Reduce -0.3% 508,280 $26.2M
Cambridge Investment Research Advisors, Inc. 0.10% Reduce -18.1% 503,668 $26.0M
Alaska Wealth Advisors, LLC 3.91% Add +9.0% 501,496 $25.9M
Glenmede Trust Co. NA 0.13% Reduce -5.3% 500,169 $25.8M
Ironwood Wealth Management, LLC. 8.23% Add +1.0% 492,138 $25.4M
First Foundation Advisors 1.02% Add +11.8% 491,898 $25.4M
Northern Trust Corp. 0.00% Reduce -1.0% 487,019 $25.1M
Quadrant Capital Group LLC 1.98% Add +1.7% 486,015 $25.1M
Viewpoint Investment Partners Corp. 19.14% Add +61.9% 485,000 $25.0M
Strategic Investment Management, LLC 19.19% Reduce -3.1% 482,913 $25.0M
Johnson Financial Group, Inc. 1.34% Reduce -20.9% 483,407 $24.9M
Principal Securities, Inc. 0.78% Reduce -0.3% 482,143 $24.9M
Nottingham Advisors, Inc. 3.03% Reduce -20.4% 479,706 $24.8M
MassMutual Private Wealth & Trust, FSB 0.76% Reduce -0.9% 475,167 $24.5M
Swan Global Investments, LLC 1.21% Reduce -2.4% 474,800 $24.5M
Edge Capital Group, LLC 1.21% Reduce -14.9% 471,957 $24.4M
SVB Wealth LLC 0.54% Add +14.4% 471,712 $24.3M
Merit Financial Group, LLC 0.58% Reduce -5.1% 453,432 $24.2M
DRW Securities, LLC 1.36% Reduce -42.1% 460,645 $23.8M
Brand Asset Management Group, Inc. 10.18% Add +8.0% 458,681 $23.7M
Magnus Financial Group LLC 2.82% Add +3.8% 457,708 $23.6M
Integrated Wealth Concepts LLC 0.34% Add +6.1% 454,188 $23.4M
Sumitomo Life Insurance Co. 0.61% Reduce -29.7% 476,200 $23.4M
NorthCoast Asset Management LLC 0.30% New 452,460 $23.3M
Ritholtz Wealth Management 0.80% Reduce -0.0% 447,860 $23.1M
Shepherd Financial Partners LLC 2.98% Add +1.8% 441,698 $22.8M
Vicus Capital 2.07% Add +2.4% 440,692 $22.7M
Allianz Asset Management GmbH 0.04% Add +19.1% 433,200 $22.4M
First Financial Bank - Trust Division 2.03% Add +4.1% 410,208 $21.2M
Raymond James Trust N.A. 0.51% Add +11.9% 409,863 $21.1M
Pictet Asset Management Holding SA 0.02% Add +70.7% 404,600 $20.8M
InterOcean Capital Group, LLC 0.49% Add +8.3% 395,328 $20.4M
Cambridge Associates LLC /Ma/ 1.09% Add +5.4% 394,626 $20.4M
Hennion & Walsh Asset Management, Inc. 1.08% Add +16.7% 392,981 $20.3M
Foster Group, Inc. 1.00% Add +41.3% 391,570 $20.2M
TFC Financial Management, Inc. 3.58% Add +27.2% 390,842 $20.2M
Red Cedar Investment Management, LLC 2.50% No change 388,031 $20.0M
Bartlett & Co. Wealth Management LLC 0.31% Add +6.4% 385,123 $19.9M
Hackensack Meridian Health, Inc. 2.67% New 385,000 $19.9M
National Bank of Canada 0.03% Add +4.3% 370,868 $19.8M
Coldstream Capital Management Inc. 0.50% Reduce -2.5% 381,556 $19.7M
Gallagher Fiduciary Advisors, LLC 0.70% Reduce -1.2% 380,982 $19.7M
Rock Creek Group LLC 2.46% Add +1.8% 379,802 $19.5M
OneDigital Investment Advisors LLC 0.31% Add +11.8% 377,139 $19.5M
Proquility Private Wealth Partners, LLC 6.63% Add +43.5% 375,012 $19.4M
Exencial Wealth Advisors, LLC 0.72% Add +4.2% 371,938 $19.2M
iA Global Asset Management Inc. 0.39% Reduce -0.4% 367,357 $19.0M
Bridges Investment Management Inc. 0.59% No change 367,010 $18.9M
McKinley Carter Wealth Services, Inc. 1.27% Add +7.0% 367,004 $18.9M
RiverFront Investment Group, LLC 0.53% Reduce -55.6% 364,792 $18.8M
Rehmann Capital Advisory Group 1.40% Add +1.3% 364,783 $18.8M
Mutual of America Capital Management LLC 0.20% No change 363,035 $18.7M
Auto-Owners Insurance Co 0.49% No change 360,000 $18.6M
Prudential Financial Inc. 0.03% Reduce -8.8% 358,323 $18.5M
Driehaus Capital Management LLC 0.18% No change 346,205 $17.9M
UMB Bank, n.a. 0.28% Reduce -6.2% 342,770 $17.7M
Parallel Advisors, LLC 0.48% Reduce -2.8% 341,759 $17.6M
Lowe Brockenbrough & Co. Inc. 1.18% Reduce -1.2% 339,065 $17.5M
Ratio Wealth Group 3.25% Add +3.2% 338,290 $17.5M
Orgel Wealth Management, LLC 0.48% Add +0.9% 338,210 $17.5M
Tortoise Investment Management, LLC 2.12% Add +0.4% 337,806 $17.4M
Capital Advisors Inc. 0.37% Reduce -1.6% 336,247 $17.4M
Wellspring Financial Advisors, LLC 2.72% Add +134.5% 333,178 $17.2M
Sterling Investment Advisors LLC 10.03% Add +1.8% 331,439 $17.1M
Smithfield Trust Co 0.90% Add +1.2% 330,224 $17.0M
Disciplina Capital Management LLC 2.86% Reduce -2.3% 328,203 $16.9M
WASHINGTON TRUST Co 0.62% Add +1.8% 327,739 $16.9M
Glenview Trust Co 0.36% Add +4.0% 326,902 $16.9M
Elgethun Capital Management 4.21% Add +1.1% 321,091 $16.7M
Private Advisor Group, LLC 0.12% Reduce -13.8% 321,355 $16.6M
Equitable Holdings, Inc. 0.19% Add +3.1% 320,873 $16.6M
Rockbridge Investment Management, LCC 2.42% Add +8.5% 319,994 $16.5M
NewEdge Advisors, LLC 0.14% Reduce -38.6% 318,621 $16.4M
Towercrest Capital Management 2.70% Add +4.9% 310,320 $16.0M
Beacon Pointe Advisors, LLC 0.18% Reduce -24.9% 309,950 $16.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% Reduce -92.0% 309,600 $16.0M
Legacy Edge Advisors, LLC 3.31% Add +5.3% 308,041 $15.9M
Kestra Advisory Services, LLC 0.11% Add +12.0% 308,027 $15.9M
Sentinel Trust Co. Lba 2.04% Reduce -0.0% 306,183 $15.8M
MTC Wealth Management LLC 7.24% Reduce -1.4% 305,256 $15.8M
Bank of Hawaii 0.76% Add +4.2% 301,826 $15.6M
Tarbox Family Office, Inc. 2.72% Reduce -2.9% 299,941 $15.5M
Marcum Wealth, LLC 1.57% Reduce -1.5% 299,511 $15.5M
Oak Root LLC 2.03% Add +30.6% 293,719 $15.2M
Crescent Grove Advisors, LLC 1.58% Add +1.0% 293,493 $15.1M
Lake Street Advisors Group, LLC 0.70% Reduce -2.0% 289,577 $14.9M
Shakespeare Wealth Management, LLC 4.33% Add +5.7% 289,377 $14.9M
Olympus Wealth Management, LLC 8.79% Reduce -15.9% 287,369 $14.8M
Hancock Whitney Corp. 0.51% Reduce -20.9% 283,692 $14.6M
Squarepoint Ops LLC 0.06% New 282,875 $14.6M
Kestra Private Wealth Services, LLC 0.33% Add +1.4% 282,592 $14.6M
B. Riley Wealth Advisors, Inc. 0.39% Add +29.6% 304,075 $14.5M
Sage Advisory Services, Ltd.Co. 3.94% Reduce -3.0% 279,358 $14.4M
Geisinger Health 4.01% Add +74.4% 279,000 $14.4M
FDx Advisors, Inc. 2.18% Reduce -21.0% 278,088 $14.3M
Institutional & Family Asset Management, LLC 2.28% Reduce -2.6% 275,938 $14.2M
Blair William & Co. 0.04% Reduce -4.2% 275,834 $14.2M
Schneider Downs Wealth Management Advisors, LP 3.28% Add +3.6% 275,417 $14.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% No change 274,682 $14.2M
Steward Partners Investment Advisory, LLC 0.15% Reduce -14.2% 271,844 $14.0M
Cascade Financial Partners, LLC 2.01% — 272,833 $13.9M
Running Point Capital Advisors, LLC 6.23% Add +5.3% 269,465 $13.9M
Wellington Management Group LLP 0.00% Reduce -27.0% 268,756 $13.9M
Venturi Wealth Management, LLC 0.89% Reduce -5.5% 267,722 $13.8M
Prime Capital Investment Advisors, LLC 0.19% Reduce -6.3% 267,326 $13.8M
WealthPLAN Partners, LLC 1.43% Reduce -4.0% 266,866 $13.8M
Concurrent Investment Advisors, LLC 0.56% Reduce -3.0% 264,971 $13.7M
IFP Advisors, Inc 0.60% Reduce -14.1% 264,551 $13.7M
Condor Capital Management 1.33% Reduce -1.1% 264,356 $13.6M
Financial Engines Advisors L.L.C. 0.03% Reduce -30.1% 263,692 $13.6M
LMCG Investments, LLC 0.80% Add +7.5% 262,787 $13.6M
JB Capital LLC 0.90% Reduce -54.3% 260,512 $13.4M
Synovus Financial Corp. 0.17% Reduce -8.6% 259,735 $13.4M
Simplicity Wealth,LLC 0.32% Add +63.1% 257,125 $13.3M
Marion Wealth Management 3.96% Add +1.4% 256,931 $13.3M
Mercer Global Advisors Inc. 0.04% Reduce -20.4% 251,563 $13.0M
Alaska Permanent Fund Corp 0.19% No change 251,000 $13.0M
Appleton Partners Inc. 1.00% Add +4.3% 249,735 $12.9M
RKL Wealth Management LLC 1.28% Add +1.1% 249,409 $12.9M
Guidance Capital, Inc. 4.70% Reduce -7.9% 252,137 $12.8M
Mesirow Financial Investment Management, Inc. 0.29% Add +5.6% 247,427 $12.8M
Galvin, Gaustad & Stein, LLC 1.19% Reduce -0.1% 247,419 $12.8M
Strategic Investment Advisors / MI 1.60% Add +13.2% 240,910 $12.4M
Frontier Asset Management, LLC 4.56% Reduce -3.7% 240,620 $12.4M
Chilton Capital Management LLC 0.58% Reduce -1.2% 237,443 $12.3M
Wealthspire Retirement, LLC 1.06% Add +2930.0% 237,339 $12.2M
Atria Wealth Solutions, Inc. 0.14% Reduce -35.7% 233,729 $12.1M
Strategic Advocates LLC 4.59% Add +100.2% 230,824 $11.9M
Single Point Partners, LLC 2.76% Reduce -9.2% 230,361 $11.9M
BSW Wealth Partners 2.01% Add +9.1% 230,232 $11.9M
St Germain D J Co. Inc. 0.58% Add +0.3% 229,363 $11.8M
Divergent Wealth Advisors 2.36% Add +6.6% 228,704 $11.8M
Regis Acquisition Inc. 7.16% Reduce -12.5% 227,948 $11.8M
Custos Family Office, LLC 6.07% Reduce -14.4% 227,931 $11.8M
BBJS Financial Advisors, LLC 4.15% Reduce -4.8% 225,741 $11.6M
Neumann Capital Management, LLC 4.12% Reduce -2.4% 224,134 $11.6M
Twele Capital Management, Inc. 2.61% Reduce -69.1% 223,554 $11.5M
Associated Banc-Corp 0.36% Add +0.3% 222,596 $11.5M
Resonant Capital Advisors, LLC 0.98% Add +4.2% 222,183 $11.5M
Arkos Global Advisors 1.91% Add +6.0% 222,103 $11.5M
JFS Wealth Advisors, LLC 0.91% Add +5.8% 221,857 $11.4M
Fairhaven Wealth Management, LLC 3.83% Add +6.1% 216,399 $11.2M
HUB Investment Partners, LLC 0.62% Add +81.4% 216,089 $11.2M
RPTC Inc. 2.34% Reduce -0.9% 214,969 $11.1M
Inherent Group, LP 7.04% No change 213,405 $11.0M
WealthShield Partners, LLC 1.78% Add +119.2% 212,903 $11.0M
Lazard Asset Management LLC 0.01% Reduce -3.0% 211,501 $10.9M
Hengehold Capital Management LLC 1.16% Add +1.1% 210,261 $10.8M
Checchi Capital Advisers, LLC 0.85% Reduce -1.0% 210,164 $10.8M
Facet Wealth, Inc. 0.36% Add +3.2% 201,220 $10.8M
Financial Management Professionals, Inc. 1.56% Add +15.5% 205,546 $10.6M
Fiducient Advisors LLC 2.09% Reduce -13.0% 205,090 $10.6M
VAUGHAN & Co SECURITIES, INC. 6.72% Add +2.2% 204,494 $10.6M
First Citizens Asset Management, Inc. 3.99% Add +7.6% 204,302 $10.5M
Portland Global Advisors LLC 1.43% Add +6.3% 203,929 $10.5M
PDS Planning, Inc 1.10% Reduce -1.7% 203,391 $10.5M
Smith & Howard Wealth Management, LLC 3.24% Add +6.5% 203,286 $10.5M
Wealthquest Corp 1.12% Add +6.0% 202,846 $10.5M
Concentric Wealth Management, LLC 2.76% Add +6.6% 200,910 $10.4M
Pure Financial Advisors, LLC 0.32% Reduce -2.9% 200,085 $10.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.11% New 200,000 $10.3M
Long Run Wealth Advisors, LLC 2.71% Add +4.0% 199,888 $10.3M
Americana Partners, LLC 0.86% Add +10.4% 199,792 $10.3M
Opus Capital Group, LLC 1.49% Add +0.1% 197,533 $10.2M
Perigon Wealth Management, LLC 0.31% Reduce -11.1% 196,202 $10.1M
Peapack Gladstone Financial Corp. 0.16% Reduce -5.0% 195,141 $10.1M
Wilshire Advisors LLC 5.00% Add +2.1% 194,606 $10.0M
Probity Advisors, Inc. 2.07% Add +6.3% 194,238 $10.0M
Clearwater Capital Advisors, LLC 1.07% Reduce -1.4% 193,872 $10.0M
Ascent Wealth Partners, LLC 1.47% Add +6.1% 192,002 $9.9M
Global Retirement Partners, LLC 0.37% Reduce -1.8% 190,337 $9.8M
McGlone Suttner Wealth Management, Inc. 1.84% Reduce -2.6% 190,295 $9.8M
Mission Wealth Management, LP 0.26% Reduce -12.5% 188,754 $9.7M
Salomon & Ludwin, LLC 0.83% Reduce -2.3% 186,105 $9.6M
Farther Finance Advisors, LLC 0.58% Reduce -22.4% 184,982 $9.6M
Iowa State Bank 2.07% Add +9.1% 181,310 $9.4M
Catalyst Financial Partners LLC 2.38% Add +8.3% 184,881 $9.2M
Blueprint Investment Partners LLC 1.82% Add +781.0% 178,633 $9.2M
Twin Focus Capital Partners, LLC 1.75% Reduce -14.2% 178,055 $9.2M
Investure, LLC 1.55% Reduce -17.6% 171,226 $8.8M
Apollon Wealth Management, LLC 0.28% Reduce -11.4% 170,616 $8.8M
Forvis Mazars Wealth Advisors, LLC 0.22% Reduce -10.9% 168,785 $8.7M
Trek Financial, LLC 0.68% Reduce -5.6% 167,402 $8.6M
Bryant Woods Investment Advisors, LLC 5.10% Reduce -2.4% 167,390 $8.6M
Columbia Bank 3.54% — 167,376 $8.6M
Klingman & Associates, LLC 0.61% Add +4.2% 165,506 $8.5M
Baron Silver Stevens Financial Advisors, LLC 1.66% Reduce -3.3% 165,003 $8.5M
Astoria Strategic Wealth, Inc. 2.70% Add +4.5% 164,976 $8.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.00% Add +1360.7% 162,986 $8.4M
Regis Management CO LLC 2.55% Add +0.6% 162,228 $8.4M
Allworth Financial LP 0.06% Reduce -0.8% 161,196 $8.3M
Bank of Stockton 2.56% Reduce -3.6% 161,058 $8.3M
FinTrust Capital Advisors, LLC 1.60% Add +0.1% 160,606 $8.3M
Foundry Financial Group, Inc. 5.88% Add +16.2% 159,588 $8.2M
Composition Wealth, LLC 0.21% Reduce -3.5% 159,148 $8.2M
Patriot Investment Management Group, Inc. 0.65% Reduce -10.0% 158,771 $8.2M
River Wealth Advisors LLC 1.19% Reduce -7.9% 158,760 $8.2M
CW Advisors, LLC 0.14% Reduce -7.4% 158,342 $8.2M
Wakefield Asset Management LLLP 2.83% Add +5.5% 158,336 $8.2M
AMG National Trust Bank 0.24% Reduce -2.5% 158,012 $8.2M
Financial Advocates Investment Management 0.47% Add +7.4% 157,379 $8.1M
Parkside Advisors LLC 2.09% Add +3.5% 157,064 $8.1M
Turtle Creek Wealth Advisors, LLC 1.97% Add +138.4% 155,344 $8.0M
Martel Wealth Advisors LLC 1.73% Add +1.4% 154,664 $8.0M
Ackerman Capital Advisors, LLC 2.20% Add +0.5% 154,406 $8.0M
Foundations Investment Advisors, LLC 0.21% Reduce -56.7% 153,983 $7.9M
Crestwood Advisors Group, LLC 0.17% Reduce -6.3% 153,318 $7.9M
Meeder Asset Management Inc. 0.50% Add +12.5% 153,231 $7.9M
Ieq Capital, LLC 0.11% Reduce -3.1% 152,159 $7.9M
Everett Harris & Co. 0.10% Reduce -21.2% 151,534 $7.8M
Evensky & Katz LLC 0.55% Reduce -0.8% 150,499 $7.8M
Boston Financial Mangement LLC 0.25% Add +5.7% 149,728 $7.7M
Spectrum Wealth Counsel, LLC 0.94% Add +10.8% 149,475 $7.7M
Shelter Ins Retirement Plan 10.49% Reduce -31.2% 148,902 $7.7M
Great Diamond Partners, LLC 1.76% Add +7.0% 148,814 $7.7M
Pembroke Management, LTD 0.90% Add +1.5% 148,330 $7.7M
FIL Ltd 0.01% Reduce -11.7% 145,070 $7.5M
LCNB Corp. 2.70% Add +2.9% 144,633 $7.5M
Dynamic Advisor Solutions LLC 0.25% Add +2.8% 144,449 $7.5M
Great Lakes Advisors, LLC 0.06% Add +15.9% 144,444 $7.5M
Acropolis Investment Management, LLC 0.49% Reduce -0.0% 144,388 $7.5M
Sharkey, Howes & Javer 1.21% Reduce -10.0% 143,497 $7.4M
Webster Bank, N. A. 0.83% Reduce -1.5% 143,221 $7.4M
Relative Value Partners Group, LLC 0.46% Reduce -6.1% 150,724 $7.3M
Acima Private Wealth, LLC 2.68% Add +0.1% 141,089 $7.3M
Meridian Wealth Partners, LLC 1.31% Add +5.0% 140,256 $7.2M
Mather Group, Llc. 0.11% Reduce -0.2% 142,730 $7.2M
LBMC Investment Advisors, LLC 0.62% Reduce -2.9% 138,897 $7.2M
Conning Inc. 0.24% No change 137,998 $7.1M
Adaptive Financial Consulting, LLC 3.17% Add +2.7% 137,762 $7.1M
New England Asset Management Inc. 1.15% No change 137,400 $7.1M
Community Bank, N.A. 0.93% Reduce -35.2% 137,254 $7.1M
Brooklyn FI, LLC 2.88% Add +1.1% 135,684 $7.0M
Founders Financial Securities LLC 0.73% Add +43.5% 135,152 $7.0M
Blue Edge Capital, LLC 1.16% Reduce -0.4% 134,333 $6.9M
Fifth Third Wealth Advisors LLC 1.07% Add +63.0% 133,516 $6.9M
Greenwood Capital Associates LLC 0.91% Reduce -33.6% 133,068 $6.9M
Sachem Hill LLC 1.60% Reduce -6.5% 132,464 $6.8M
Matthew Goff Investment Advisor, LLC 1.38% Reduce -0.7% 132,073 $6.8M
Brandywine Oak Private Wealth LLC 0.71% Add +8.1% 131,508 $6.8M
Alera Investment Advisors, LLC 0.92% Reduce -12.1% 131,237 $6.8M
Horizon Investments, LLC 0.18% Add +45.4% 130,865 $6.8M
Kingdom Financial Group LLC. 4.74% Add +51.2% 130,555 $6.7M
Broadview Financial Management, LLC 4.87% Reduce -0.3% 129,475 $6.7M
Scotia Capital Inc. 0.04% Reduce -5.3% 129,188 $6.7M
VPR Management LLC 1.82% No change 126,800 $6.5M
Grove Bank & Trust 1.10% Reduce -3.2% 126,513 $6.5M
One Capital Management, LLC 0.23% Reduce -7.6% 124,269 $6.4M
Bell Investment Advisors, Inc 1.25% Reduce -0.7% 123,511 $6.4M
Daiwa Securities Group Inc. 0.04% Reduce -3.1% 123,510 $6.4M
Hamilton Capital, LLC 0.48% Reduce -94.8% 123,245 $6.4M
Graybill Wealth Management, LTD. 2.67% Add +3.7% 122,883 $6.3M
Highland Capital Management, LLC 0.36% Add +0.8% 122,002 $6.3M
Emerald Advisors, LLC 1.11% Add +8.9% 121,072 $6.2M
Asset Dedication, LLC 0.46% Reduce -8.0% 119,701 $6.2M
Nicolet Advisory Services, LLC 0.63% Reduce -5.7% 117,164 $6.2M
WBH Advisory Inc. 0.63% Add +2.3% 118,916 $6.1M
Guidance Point Advisors, LLC 2.05% Add +0.9% 117,023 $6.0M
Macquarie Group Ltd. 0.01% Add +2.1% 117,015 $6.0M
First Trust Advisors LP 0.01% Add +5.1% 116,850 $6.0M
Heck Capital Advisors, LLC 0.92% Add +2.0% 116,482 $6.0M
Sowell Financial Services LLC 0.28% Reduce -9.9% 115,666 $6.0M
Stonebrook Private Inc. 1.73% Add +6.2% 115,192 $5.9M
Cornerstone Management, Inc. 1.32% Add +13.5% 115,012 $5.9M
Heritage Investors Management Corp. 0.21% Add +0.7% 113,833 $5.9M
ABLE Financial Group, LLC 2.28% Add +50.9% 112,464 $5.8M
Cornerstone Wealth Group, LLC 0.54% Add +1.7% 112,334 $5.8M
Nations Financial Group Inc, /Ia/ 0.49% Add +32.6% 112,152 $5.8M
Omega Financial Group, LLC 2.35% Add +4.0% 111,560 $5.8M
Rogco, LP 2.35% New 111,330 $5.7M
Evergreen Capital Management LLC 0.22% Reduce -1.5% 110,729 $5.7M
Choate Investment Advisors 0.15% Reduce -95.4% 110,428 $5.7M
Texas Yale Capital Corp. 0.25% Add +2.6% 110,049 $5.7M
Randall & Associates Wealth Management 5.06% Add +5.4% 108,586 $5.6M
GAMMA Investing LLC 1.14% Add +44.3% 108,113 $5.6M
Eq LLC 3.42% Add +68.5% 107,654 $5.6M
Austin Private Wealth, LLC 0.64% Reduce -55.7% 106,858 $5.5M
Tacita Capital Inc 3.85% Reduce -4.1% 107,535 $5.5M
Rovin Capital /Ut/ 2.27% Add +103.0% 107,164 $5.5M
Canopy Partners, LLC 2.70% Reduce -10.2% 107,144 $5.5M
Missouri Trust & Investment Co 2.12% Add +19.6% 106,639 $5.5M
Snowden Capital Advisors LLC 0.17% Add +1.9% 106,508 $5.5M
CFS Investment Advisory Services, LLC 0.92% Reduce -43.3% 106,311 $5.5M
Advisory Services Network, LLC 0.12% Reduce -23.8% 105,754 $5.5M
Sigma Planning Corp 0.17% Add +170.3% 105,685 $5.5M
Strategic Blueprint, LLC 0.39% Reduce -32.3% 105,510 $5.4M
Arbor Investment Advisors, LLC 0.79% Reduce -18.5% 105,078 $5.4M
Sigma Investment Counselors Inc. 0.35% Add +0.1% 105,036 $5.4M
Willis Johnson & Associates, Inc. 0.47% Reduce -1.2% 104,483 $5.4M
Sweeney & Michel, LLC 2.38% — 99,533 $5.4M
Avidian Wealth Enterprises, LLC 0.28% Reduce -91.9% 101,307 $5.2M
Roth Financial Partners LLC 2.32% Add +63.8% 101,324 $5.2M
Boston Research & Management Inc. 1.29% Reduce -0.7% 101,150 $5.2M
Quattro Financial Advisors LLC 1.48% Add +197268.6% 100,658 $5.2M
Ellevest, Inc. 0.32% Add +5.5% 100,301 $5.2M
Northwest & Ethical Investments L.P. 0.15% Reduce -4.8% 100,300 $5.2M
Vance Wealth, LLC 2.06% Add +21.6% 100,073 $5.2M
TNF LLC 2.04% Reduce -11.5% 100,568 $5.1M
Smith, Moore & Co. 0.55% Add +4.3% 99,555 $5.1M
Ironsides Asset Advisors, LLC 1.76% No change 99,435 $5.1M
Renaissance Technologies 0.01% New 99,400 $5.1M
Beirne Wealth Consulting Services, LLC 2.17% Add +266.7% 99,280 $5.1M
FAS Wealth Partners, Inc. 0.45% Add +0.3% 98,521 $5.1M
AXA S.A. 0.02% No change 98,000 $5.1M
Harbour Capital Advisors, LLC 1.24% Reduce -7.2% 96,741 $5.0M
Simon Quick Advisors, LLC 0.38% Reduce -13.8% 97,119 $5.0M
Granby Capital Management, LLC 2.44% No change 97,000 $5.0M
Fairview Capital Investment Management, LLC 0.28% Reduce -7.0% 96,830 $5.0M
Lutz Financial Services LLC 0.44% Reduce -0.8% 96,540 $5.0M
Csenge Advisory Group 0.28% Reduce -6.3% 96,320 $5.0M
Peninsula Wealth, LLC 0.99% Reduce -29.6% 95,798 $4.9M
Clearstead Advisors, LLC 0.24% Reduce -0.1% 91,717 $4.9M
Icon Wealth Advisors, LLC 0.45% Reduce -51.8% 94,420 $4.9M
Lwmg, LLC 1.12% Add +5.7% 94,233 $4.9M
Titleist Asset Management, LLC 0.84% Reduce -1.2% 93,451 $4.8M
High Falls Advisors, Inc 1.21% Reduce -38.2% 93,220 $4.8M
Crane Advisory, LLC 0.95% Reduce -22.9% 91,431 $4.7M
Klaas Financial Asset Advisors, LLC 0.94% Add +0.9% 91,259 $4.7M
Circle Wealth Management, LLC 0.12% No change 91,066 $4.7M
Waverly Advisors, LLC 0.11% Add +112.5% 90,469 $4.7M
Richard P Slaughter Associates Inc 1.13% Reduce -19.5% 90,429 $4.7M
Zuckerman Investment Group, LLC 0.53% Reduce -0.3% 89,330 $4.6M
Stephens Group Asset Management, LLC 0.42% Add +1.4% 88,591 $4.6M
Birchbrook, Inc. 2.71% Add +11.7% 88,417 $4.6M
New Hampshire Trust 1.06% Reduce -12.4% 88,201 $4.6M
Bray Capital Advisors 1.16% Add +1.5% 88,178 $4.5M
Southern Capital Advisors, LLC 2.76% Add +5.5% 88,121 $4.5M
Eudaimonia Partners, LLC 1.08% Reduce -27.2% 87,776 $4.5M
Veery Capital, LLC 1.85% Add +3.2% 87,519 $4.5M
Dorsey & Whitney Trust CO LLC 0.31% Reduce -6.5% 87,320 $4.5M
Fairway Wealth LLC 3.05% Reduce -3.0% 87,234 $4.5M
Ashton Thomas Private Wealth, LLC 0.26% Reduce -38.3% 87,229 $4.5M
Ssi Investment Management LLC 1.78% Add +1.1% 87,148 $4.5M
Pointe Capital Management LLC 2.71% Add +4.1% 85,982 $4.4M
Vestmark Advisory Solutions, Inc. 0.19% Add +31.9% 85,938 $4.4M
Rossmore Private Capital 0.58% Reduce -12.8% 85,805 $4.4M
Sage Rhino Capital LLC 1.04% Add +4.4% 85,508 $4.4M
JSF Financial, LLC 1.38% Add +0.8% 85,453 $4.4M
Empower Advisory Group, LLC 0.02% Reduce -3.8% 85,420 $4.4M
NBT Bank, N.A. 0.32% Add +15.2% 84,910 $4.4M
Kickstand Ventures, Llc. 1.24% Reduce -25.2% 84,865 $4.4M
Cordgrass Capital Advisors, LLC 1.36% Add +7.5% 84,747 $4.4M
Black Diamond Financial, LLC 1.18% No change 86,273 $4.4M
Columbus Macro, LLC 1.65% Reduce -8.1% 84,261 $4.3M
Emergent Wealth Advisors, LLC 3.74% Add +23.7% 84,064 $4.3M
Financial Council, LLC 2.53% Reduce -0.5% 82,771 $4.3M
Highline Wealth Partners LLC 1.72% Add +5.8% 81,782 $4.2M
Grand Wealth Management, LLC 2.01% Add +4.0% 81,681 $4.2M
TBH Global Asset Management, LLC 0.83% Reduce -20.8% 80,941 $4.2M
Napatree Capital LLC 4.03% Add +6.5% 80,625 $4.2M
Ayalon Insurance Comp Ltd. 1.38% Add +9.1% 80,610 $4.2M
Atlanta Consulting Group Advisors, LLC 1.43% — 80,249 $4.1M
Traveka Wealth, LLC 1.91% Add +11.8% 79,878 $4.1M
Country Club Bank 0.29% Reduce -2.6% 79,368 $4.1M
Lansing Street Advisors 1.83% Reduce -0.9% 79,116 $4.1M
Keel Point, LLC 0.42% Add +57.1% 78,985 $4.1M
PrairieView Partners, LLC 0.47% Reduce -3.9% 78,864 $4.1M
Richard W. Paul & Associates, LLC 1.62% Add +2.9% 78,632 $4.1M
Elevate Wealth Advisory, Inc. 3.53% Add +11.3% 78,601 $4.1M
1900 Wealth Management LLC 0.36% Reduce -28.7% 77,500 $4.0M
Heritage Financial Services, LLC 0.59% Reduce -16.8% 77,474 $4.0M
Shelter Mutual Insurance Co 1.03% No change 77,114 $4.0M
YHB Investment Advisors, Inc. 0.35% Reduce -0.5% 77,081 $4.0M
Cranbrook Wealth Management, LLC 1.00% Reduce -4.3% 76,852 $4.0M
Gladstone Institutional Advisory LLC 0.22% Reduce -13.1% 76,271 $3.9M
King Wealth Management Group 0.69% Reduce -6.5% 76,106 $3.9M
Armbruster Capital Management, Inc. 0.83% Reduce -0.5% 75,618 $3.9M
Cedar Brook Financial Partners, LLC 0.77% Reduce -1.6% 75,572 $3.9M
Physician Wealth Advisors, Inc. 0.82% Reduce -45.3% 77,892 $3.9M
Axxcess Wealth Management, LLC 0.11% Add +4.2% 75,507 $3.9M
Sovereign Investment Advisors, LLC 1.34% No change 75,413 $3.9M
Mayflower Financial Advisors, LLC 0.65% Reduce -13.6% 75,279 $3.9M
Winthrop Capital Management, LLC 1.79% Reduce -0.3% 75,213 $3.9M
SteelPeak Wealth, LLC 0.20% Reduce -54.9% 75,105 $3.9M
Segment Wealth Management, LLC 0.29% Reduce -2.5% 75,005 $3.9M
North Star Asset Management Inc. 0.18% Reduce -3.8% 74,824 $3.9M
Life Planning Partners, Inc 3.84% Add +4.4% 74,728 $3.9M
Central Pacific Bank - Trust Division 0.50% — 74,312 $3.8M
Sunburst Financial Group, LLC 1.09% Add +11.6% 74,299 $3.8M
Atlas Capital Advisors Inc. 0.60% Add +12.1% 74,071 $3.8M
Halpern Financial, Inc. 1.11% Reduce -1.6% 73,467 $3.8M
Ausdal Financial Partners, Inc. 0.44% Reduce -8.6% 73,660 $3.8M
EPG Wealth Management LLC 0.93% Reduce -0.3% 73,339 $3.8M
Cantor Fitzgerald Investment Advisors L.P. 0.28% Reduce -2.6% 73,213 $3.8M
Morling Financial Advisors, LLC 2.16% Add +0.5% 73,169 $3.8M
Steele Capital Management, Inc. 0.22% Add +1.3% 73,160 $3.8M
Alliance Wealth Management Group 1.10% Add +9.3% 72,780 $3.8M
New York Life Investment Management LLC 0.04% Add +25.8% 72,649 $3.7M
Integrated Advisors Network LLC 0.19% Reduce -1.6% 72,639 $3.7M
Signet Financial Management, LLC 0.51% Reduce -0.8% 72,312 $3.7M
Presilium Private Wealth, LLC 0.98% Reduce -2.6% 71,302 $3.7M
NewEdge Wealth, LLC 0.08% Reduce -13.4% 69,305 $3.7M
Invera Wealth Advisors, LLC 3.11% Add +4.0% 72,872 $3.7M
Focus Partners Wealth 0.03% Add +20.5% 70,959 $3.7M
CarsonAllaria Wealth Management, Ltd. 2.30% Add +6.7% 70,915 $3.7M
Smith Salley Wealth Management 0.28% Add +11.1% 70,472 $3.6M
Affinity Capital Advisors, LLC 0.81% Reduce -36.0% 70,427 $3.6M
MIdWestOne Financial Group, Inc. 0.65% Reduce -5.0% 70,249 $3.6M
Encompass Wealth Advisors, LLC 0.96% Add +3.4% 70,020 $3.6M
EP Wealth Advisors, LLC 0.04% Reduce -6.7% 69,843 $3.6M
Avior Wealth Management, LLC 0.17% Add +3005.4% 69,095 $3.6M
Liquid Strategies, LLC 0.92% Add +8.1% 69,064 $3.6M
Global Wealth Management Investment Advisory, Inc. 0.87% Reduce -6.5% 68,571 $3.5M
Independent Financial Group, LLC 0.16% Add +110.4% 68,449 $3.5M
LM Advisors LLC 0.62% Add +2.0% 68,253 $3.5M
Stone House Investment Management, LLC 0.83% Reduce -20.4% 68,245 $3.5M
Koesten, Hirschmann & Crabtree, INC. 2.25% Add +5.1% 67,965 $3.5M
Ameraudi Asset Management, Inc. 1.63% Reduce -13.8% 67,862 $3.5M
Woodmont Investment Counsel LLC 0.29% Reduce -2.4% 67,811 $3.5M
Nova R Wealth, Inc. 1.82% Add +20.1% 67,727 $3.5M
Prosperity Consulting Group, LLC 0.43% Add +492.4% 67,009 $3.5M
Fort Point Capital Partners LLC 0.47% Reduce -4.3% 66,813 $3.4M
Rothschild Wealth LLC 1.21% — 66,606 $3.4M
FWG Investments, LLC. 3.72% Add +2.9% 66,553 $3.4M
Exchange Capital Management, Inc. 0.56% Add +6.1% 66,432 $3.4M
Horst & Graben Wealth Management LLC 0.69% Reduce -58.3% 65,991 $3.4M
SCS Capital Management LLC 0.07% Reduce -2.6% 65,876 $3.4M
SOL Capital Management CO 0.43% Reduce -52.0% 65,793 $3.4M
WCG Wealth Advisors LLC 0.28% Add +19.4% 65,782 $3.4M
Credit Suisse AG/ 0.00% No change 65,775 $3.4M
Marks Group Wealth Management, Inc 0.35% Add +4.6% 65,399 $3.4M
Invst, LLC 0.40% Reduce -51.2% 64,911 $3.4M
NorthLanding Financial Partners, LLC 3.63% Add +2.8% 64,607 $3.3M
Xponance LLC 0.03% No change 64,472 $3.3M
Rodgers & Associates, LTD 0.42% Reduce -0.9% 63,558 $3.3M
Invesco Ltd. 0.00% New 63,550 $3.3M
Next Capital Management LLC 1.33% Reduce -3.1% 63,333 $3.3M
First Merchants Corp. 0.25% Add +2.3% 63,323 $3.3M
Mutual Advisors, LLC 0.10% Reduce -14.5% 63,056 $3.3M
Gold Investment Management Ltd. 1.31% Reduce -5.8% 62,926 $3.2M
Capital Group Private Client Services, Inc. 0.03% Reduce -0.4% 62,559 $3.2M
Optiver Holding B.V. 0.13% Add +2584.0% 62,457 $3.2M
Geneos Wealth Management Inc. 0.15% Reduce -2.7% 62,222 $3.2M
Wetzel Investment Advisors, Inc. 1.89% Add +3.1% 63,762 $3.2M
Independent Order of Foresters 2.03% Reduce -8.4% 61,931 $3.2M
Eldridge Investment Advisors, Inc. 0.82% Reduce -0.2% 61,765 $3.2M
Beacon Bank & Trust 0.78% Add +5.2% 60,586 $3.1M
Crewe Advisors LLC 0.36% Reduce -1.4% 60,354 $3.1M
Falcon Wealth Planning 0.49% Add +1.2% 60,329 $3.1M
Oppenheimer & Co. Inc. 0.05% Add +1.1% 60,315 $3.1M
IHT Wealth Management, LLC 0.12% Reduce -24.6% 60,051 $3.1M
D L Carlson Investment Group Inc. 0.60% Add +4.9% 59,667 $3.1M
PKO Investment Management Joint-Stock Co 0.37% Reduce -11.0% 59,348 $3.1M
Endowment Wealth Management, Inc. 2.30% Add +4.4% 59,564 $3.1M
Wealth Alliance, LLC 0.40% Reduce -46.2% 59,421 $3.1M
Vident Advisory, LLC 0.06% Add +81.8% 59,331 $3.1M
Rosenberg Matthew Hamilton 0.88% Reduce -1.2% 59,046 $3.1M
Compound Planning, Inc. 0.28% Reduce -10.9% 59,005 $3.0M
Interchange Capital Partners, LLC 2.05% Reduce -6.7% 58,620 $3.0M
Evolution Wealth Advisors, LLC 0.58% Add +0.7% 58,834 $3.0M
TFB Advisors LLC 1.10% Add +42.1% 58,671 $3.0M
Park Place Capital Corp 1.09% Add +97.4% 58,722 $3.0M
Allegiance Financial Group Advisory Services LLC 1.24% Add +14.2% 58,720 $3.0M
Compagnie Lombard Odier SCmA 0.05% Add +5.1% 58,361 $3.0M
Cove Private Wealth, LLC 2.64% No change 58,258 $3.0M
Unique Wealth Strategies, LLC 1.47% Reduce -44.3% 58,165 $3.0M
Fortitude Family Office, LLC 2.02% Add +31.8% 58,151 $3.0M
Aerodigm Wealth, LLC 1.20% Reduce -25.9% 57,690 $3.0M
Brown Brothers Harriman & Co. 0.02% Add +4.8% 57,408 $3.0M
Keystone Financial Services 1.28% Reduce -46.1% 56,759 $2.9M
Alpha Omega Wealth Management LLC 0.54% Add +3.7% 56,597 $2.9M
Motive Wealth Advisors 1.77% Add +53.4% 56,512 $2.9M
BluePointe Capital Management, LLC 1.99% No change 56,075 $2.9M
Clayton Financial Group LLC 1.31% Add +10.7% 55,708 $2.9M
Prospera Financial Services Inc 0.09% Reduce -16.4% 55,640 $2.9M
Element Wealth, LLC 1.68% Add +0.7% 55,508 $2.9M
Allstate Corp. 0.20% No change 55,138 $2.8M
Hollencrest Capital Management 0.13% Reduce -9.8% 55,030 $2.8M
Lam Group, Inc. 2.30% Reduce -0.0% 54,735 $2.8M
Argent Trust Co 0.13% Reduce -21.7% 54,653 $2.8M
TRUE Private Wealth Advisors 0.32% Add +8.1% 54,453 $2.8M
Forthright Family Wealth Advisory LLC 1.88% Add +27.4% 54,335 $2.8M
Leavell Investment Management, Inc. 0.16% Add +1.7% 53,745 $2.8M
Laird Norton Wetherby Wealth Management, LLC 0.13% Add +3.7% 53,572 $2.8M
Plancorp, LLC 0.12% Reduce -2.4% 53,130 $2.7M
Stone Summit Wealth LLC 0.95% Add +6.3% 53,067 $2.7M
Pinnacle Associates Ltd. 0.04% Reduce -0.4% 52,977 $2.7M
OMNI 360 Wealth, Inc. 2.26% Add +6.3% 52,936 $2.7M
Arete Wealth Advisors, LLC 0.25% Reduce -1.0% 52,910 $2.7M
Venture Visionary Partners LLC 0.13% Reduce -0.9% 52,815 $2.7M
IFG Advisory, LLC 0.20% Add +3.9% 52,807 $2.7M
Brookstone Capital Management 0.05% Reduce -43.5% 52,749 $2.7M
Swmg, LLC 1.22% Reduce -42.0% 52,377 $2.7M
Lane & Associates LLC 1.69% Add +5.8% 52,128 $2.7M
Stratos Wealth Advisors, LLC 0.16% Reduce -49.6% 51,979 $2.7M
O'shaughnessy Asset Management, LLC 0.03% Add +17.8% 51,821 $2.7M
Centaurus Financial, Inc. 0.19% Reduce -0.6% 51,524 $2.7M
Intergy Private Wealth, LLC 1.09% Add +5.3% 51,408 $2.7M
Camelot Technology Advisors, Inc. 2.45% Add +0.3% 51,204 $2.6M
Jmac Enterprises LLC 0.49% Add +6.4% 51,127 $2.6M
Bristlecone Advisors, LLC 0.23% Add +3.6% 51,002 $2.6M
4Thought Financial Group Inc. 1.73% Add +90.8% 50,945 $2.6M
Mechanics Financial Corp 1.36% New 50,849 $2.6M
Sweet Financial Partners, LLC 0.60% No change 50,504 $2.6M
Disciplined Investments, LLC 1.42% Add +0.2% 50,457 $2.6M
Westside Investment Management, Inc. 0.62% Add +8.1% 50,192 $2.6M
Northwest Wealth Management, LLC 0.71% Add +8.4% 50,072 $2.6M
CreativeOne Wealth, LLC 0.10% Reduce -47.4% 49,765 $2.6M
Diversify Advisory Services, LLC 0.15% — 49,027 $2.5M
Brighton Jones LLC 0.09% Add +5.2% 49,052 $2.5M
Crestone Asset Management LLC 0.51% Reduce -29.0% 49,012 $2.5M
Princeton Global Asset Management LLC 0.60% Add +1.7% 48,780 $2.5M
Transcend Capital Advisors, LLC 0.20% Reduce -13.1% 48,746 $2.5M
Prudential PLC 0.02% Add +14.3% 48,430 $2.5M
Madrona Financial Services, LLC 0.86% Reduce -27.9% 47,827 $2.5M
Heritage Wealth Management, LLC 1.24% Add +2.7% 47,322 $2.4M
Vise Technologies, Inc. 0.48% Add +8.0% 47,055 $2.4M
Virtus Family Office LLC 3.86% Add +3.1% 46,906 $2.4M
SPC Financial, Inc. 0.23% Add +44.2% 46,662 $2.4M
Apeiron RIA LLC 0.70% Reduce -33.7% 46,565 $2.4M
Bryn Mawr Trust Advisors, LLC 0.14% Reduce -14.4% 46,104 $2.4M
PAX Financial Group, LLC 0.48% Reduce -50.7% 45,961 $2.4M
Hilltop Holdings Inc. 0.26% Add +63.8% 45,380 $2.3M
Winthrop Advisory Group LLC 0.33% Add +10.5% 44,741 $2.3M
RFG Advisory, LLC 0.08% Reduce -31.3% 44,557 $2.3M
Balentine LLC 0.07% Reduce -2.6% 44,309 $2.3M
Sepio Capital, LP 0.20% Reduce -17.2% 44,063 $2.3M
AdvisorNet Financial, Inc 0.22% Reduce -33.0% 44,062 $2.3M
One Wealth Advisors, LLC 0.40% Reduce -55.9% 44,013 $2.3M
Signal Advisors Wealth, LLC 0.56% Add +3.7% 43,871 $2.3M
D.A. Davidson & Co. 0.02% Reduce -18.3% 43,739 $2.3M
Cordant, Inc. 1.31% Add +0.9% 43,705 $2.3M
James J. Burns & Company, LLC 0.79% Reduce -26.7% 43,506 $2.3M
Baron Financial Group, LLC 1.39% Add +10.9% 43,651 $2.3M
Legacy Private Trust Co. 0.16% Add +11.0% 43,260 $2.2M
Allie Family Office LLC 1.31% Reduce -16.1% 43,243 $2.2M
Rf&l Wealth Management, LLC 1.71% Add +5.4% 42,958 $2.2M
Private Ocean, LLC 0.23% Reduce -1.8% 42,909 $2.2M
Darrow Company, Inc. 1.44% Reduce -55.8% 42,605 $2.2M
Moneco Advisors, LLC 0.35% Add +36.8% 42,426 $2.2M
Clear Investment Research, LLC 2.94% Reduce -7.4% 42,273 $2.2M
First United Bank & Trust 0.81% Add +0.2% 42,185 $2.2M
LJI Wealth Management, LLC 0.56% Add +11.3% 42,127 $2.2M
Advus Financial Partners, LLC 0.67% Add +3.9% 42,093 $2.2M
Wealthstream Advisors, Inc. 0.82% Reduce -1.9% 42,013 $2.2M
Northstar Advisory Group, LLC 1.31% New 40,553 $2.2M
Wealth Dimensions Group, Ltd. 0.64% Reduce -3.0% 41,814 $2.2M
Defined Wealth Management, LLC 1.55% Reduce -2.5% 41,791 $2.2M
Capital Investment Advisory Services, LLC 0.23% Reduce -4.2% 41,685 $2.2M
Concourse Financial Group Securities, Inc. 0.14% Reduce -63.5% 40,806 $2.1M
Continental Advisors LLC 1.67% Add +6.5% 40,800 $2.1M
Private Capital Management LLC 0.46% Add +4.8% 40,797 $2.1M
Richardson Financial Services Inc. 1.48% Add +9.8% 40,708 $2.1M
Federated Hermes, Inc. 0.00% No change 40,700 $2.1M
Apella Capital, LLC 0.11% Reduce -7.9% 39,744 $2.1M
Bright Financial Advisors, Inc. 1.54% — 20,976 $2.1M
Townsquare Capital LLC 0.03% Reduce -5.6% 39,777 $2.1M
Minot Capital, LP 0.36% No change 39,620 $2.0M
Tritonpoint Wealth, LLC 0.21% Reduce -6.0% 38,745 $2.0M
Verus Capital Partners, LLC 0.22% Reduce -18.4% 39,115 $2.0M
Strategic Financial Planning, Inc. 1.49% Reduce -0.7% 38,667 $2.0M
Red Tortoise LLC 1.11% Add +9.2% 38,612 $2.0M
Nwam LLC 0.16% Reduce -13.3% 37,517 $2.0M
Money Design Co.,Ltd. 0.11% Add +2.3% 38,572 $2.0M
Natixis Advisors, LLC 0.00% Reduce -37.1% 38,192 $2.0M
CoreFirst Bank & Trust 1.23% Add +25.0% 38,188 $2.0M
Newman Dignan & Sheerar, Inc. 0.52% Reduce -33.9% 37,650 $1.9M
BlueSky Wealth Advisors, LLC 1.52% Reduce -0.8% 37,640 $1.9M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +2850.6% 37,620 $1.9M
J.W. Cole Advisors, Inc. 0.10% Reduce -2.9% 37,569 $1.9M
Patriot Financial Group Insurance Agency, LLC 0.31% Add +173.5% 37,351 $1.9M
Tsfg, LLC 0.48% Add +830.8% 37,230 $1.9M
Rothschild & Co Wealth Management UK Ltd 0.03% Reduce -3.2% 37,087 $1.9M
AA Financial Advisors, LLC 0.77% No change 36,824 $1.9M
Bremer Bank National Association 0.35% New 36,806 $1.9M
Elmwood Wealth Management, Inc. 0.81% Add +425.3% 36,596 $1.9M
One Day In July LLC 0.25% Reduce -8.1% 36,544 $1.9M
Aspect Partners, LLC 1.48% Add +53.0% 36,424 $1.9M
Petix & Botte Co 0.46% Add +46.8% 35,817 $1.8M
WMS Partners, LLC 0.13% Add +3.9% 35,803 $1.8M
Client 1ST Advisory Group, LLC 0.83% Reduce -12.0% 35,725 $1.8M
Fiduciary Group, LLC 0.20% Add +1.5% 35,708 $1.8M
Van Cleef Asset Management,Inc 0.23% Add +8.2% 35,693 $1.8M
Parcion Private Wealth LLC 0.16% Reduce -67.2% 35,110 $1.8M
Ancora Advisors LLC 0.04% Reduce -2.0% 34,833 $1.8M
Summit X, LLC 0.46% Reduce -58.7% 34,680 $1.8M
Thrive Wealth Management, LLC 0.37% Reduce -59.6% 34,511 $1.8M
SOA Wealth Advisors, LLC. 0.37% Reduce -1.7% 34,290 $1.8M
Graypoint LLC 0.13% Reduce -12.9% 33,984 $1.8M
Cook Wealth, LLC 1.05% Add +47.7% 33,098 $1.8M
US Financial Advisors, LLC 0.61% Reduce -1.0% 33,861 $1.7M
Private Trust Co. NA 0.19% Reduce -18.5% 33,609 $1.7M
Squire Investment Management Company, LLC 1.09% Reduce -1.7% 33,544 $1.7M
TSA Wealth Managment LLC 0.75% Reduce -56.6% 33,475 $1.7M
Legacy PCG, LLC 1.08% Reduce -18.8% 33,249 $1.7M
Parkside Financial Bank & Trust 0.28% Add +2.0% 33,212 $1.7M
WESCAP Management Group, Inc. 0.50% Reduce -2.6% 33,175 $1.7M
Wade Financial Advisory, Inc 0.62% Reduce -28.4% 33,053 $1.7M
CPC Advisors, LLC 0.29% Add +1.0% 33,042 $1.7M
KMG Fiduciary Partners, LLC 0.18% Add +1.9% 32,933 $1.7M
CoreCap Advisors, LLC 0.09% Add +4.7% 32,927 $1.7M
Ascent Group, LLC 0.15% Reduce -0.1% 32,888 $1.7M
Connectus Wealth, LLC 0.05% Add +5.8% 32,481 $1.7M
Keebeck Wealth Management 0.25% Reduce -41.4% 32,318 $1.7M
Pinnacle Financial Partners Inc 0.04% Reduce -23.1% 32,288 $1.7M
Heritage Trust Co 0.22% Reduce -5.4% 32,112 $1.7M
Rwa Wealth Partners, LLC 0.02% Add +0.5% 32,034 $1.7M
Mosley Wealth Management 1.55% Reduce -21.8% 32,019 $1.7M
Jaffetilchin Investment Partners, LLC 0.15% Add +11.3% 32,014 $1.7M
JGP Wealth Management, LLC 0.24% Add +5.8% 31,939 $1.6M
True Vision MN LLC 1.16% Reduce -47.4% 31,688 $1.6M
Ewa, LLC 0.73% Reduce -86.3% 30,623 $1.6M
High Net Worth Advisory Group LLC 0.51% Add +1.2% 31,536 $1.6M
Spinnaker Trust 0.10% Add +2.5% 31,212 $1.6M
Empowered Funds, LLC 0.03% New 30,929 $1.6M
Headinvest, LLC 0.31% Add +67.6% 30,877 $1.6M
Stokes Family Office, LLC 0.20% Reduce -24.1% 30,868 $1.6M
Focus Financial Network, Inc. 0.08% — 31,546 $1.6M
Annapolis Financial Services, LLC 0.52% Add +2.0% 30,689 $1.6M
SC&H Financial Advisors, Inc. 0.41% Reduce -0.1% 30,583 $1.6M
Larson Financial Group LLC 0.12% Reduce -6.0% 30,296 $1.6M
Moody National Bank Trust Division 0.12% Reduce -34.7% 30,255 $1.6M
Chesley Taft & Associates LLC 0.08% No change 30,215 $1.6M
JMG Financial Group, Ltd. 0.06% Reduce -7.3% 30,214 $1.6M
AFS Financial Group, LLC 6.56% Reduce -75.7% 30,172 $1.6M
Arcus Capital Partners, LLC 0.49% Add +7.1% 30,126 $1.6M
Bleakley Financial Group, LLC 0.04% Add +3.7% 30,088 $1.6M
Sabal Trust CO 0.09% Add +38.4% 30,032 $1.5M
Pinnacle Wealth Management Advisory Group, LLC 0.17% Reduce -2.1% 29,790 $1.5M
Qube Research & Technologies Ltd 0.00% Add +181.4% 29,439 $1.5M
Tobias Financial Advisors, Inc. 0.34% Add +0.3% 29,421 $1.5M
Maripau Wealth Management LLC 1.14% Reduce -29.3% 29,340 $1.5M
Okabena Investment Services Inc. 0.50% Reduce -27.8% 29,290 $1.5M
Channel Wealth LLC 0.61% Reduce -1.1% 29,270 $1.5M
First Horizon Advisors, Inc. 0.05% Reduce -44.3% 29,151 $1.5M
SlateStone Wealth, LLC 0.15% Add +7.3% 29,137 $1.5M
Waldron Private Wealth LLC 0.07% Add +14.4% 28,879 $1.5M
Sandy Spring Bank 0.07% Add +2.5% 28,793 $1.5M
JNBA Financial Advisors 0.16% Reduce -36.2% 28,657 $1.5M
Continuum Advisory, LLC 0.22% Reduce -16.3% 27,685 $1.5M
Fragasso Financial Advisors Inc 0.12% Reduce -2.0% 28,547 $1.5M
Family Investment Center, Inc. 0.47% Reduce -17.8% 28,380 $1.5M
Verdence Capital Advisors LLC 0.13% Add +8.1% 28,245 $1.5M
Watershed Private Wealth LLC 0.64% Reduce -61.8% 28,176 $1.5M
REAP Financial Group, LLC 0.40% Reduce -6.2% 28,151 $1.5M
Orrstown Financial Services Inc. 0.81% Add +38.1% 28,144 $1.5M
TFO Wealth Partners, LLC 0.28% Add +0.0% 28,131 $1.5M
Firethorn Wealth Partners, LLC 0.85% Reduce -30.6% 27,858 $1.4M
Alterna Wealth Management, Inc. 1.16% Add +8.8% 27,812 $1.4M
Auxano Advisors, LLC 0.41% Add +0.1% 27,552 $1.4M
Delta Wealth Advisors LLC 1.46% — 27,328 $1.4M
Garde Capital, Inc. 0.10% Reduce -5.3% 27,232 $1.4M
Keystone Financial Group 0.21% Add +42.7% 27,164 $1.4M
MBB Public Markets I LLC 0.09% No change 27,000 $1.4M
Boyd Wealth Management, LLC 0.80% Add +0.4% 26,994 $1.4M
Weil Company, Inc. 0.55% New 26,994 $1.4M
MAS Advisors LLC 1.61% No change 26,943 $1.4M
CIBC Private Wealth Group LLC 0.00% Add +4.8% 26,728 $1.4M
Claro Advisors Inc. 0.24% Add +6.0% 26,661 $1.4M
Fiduciary Trust Co 0.02% Add +1.1% 26,535 $1.4M
Quantinno Capital Management LP 0.03% Add +20.6% 26,482 $1.4M
Provida Pension Fund Administrator 0.03% No change 26,272 $1.4M
Tolleson Wealth Management, Inc. 0.27% Reduce -0.3% 26,257 $1.4M
Roble, Belko & Company, Inc 0.23% Reduce -16.2% 26,195 $1.4M
Seldon Capital LP 0.81% No change 26,019 $1.3M
Convergence Financial, LLC 0.55% New 25,989 $1.3M
Western Wealth Management, LLC 0.10% Reduce -49.2% 25,841 $1.3M
Callan Family Office, LLC 0.31% Reduce -25.0% 25,743 $1.3M
Harbour Investments, Inc. 0.05% Reduce -40.3% 25,648 $1.3M
Dravo Bay LLC 0.79% Add +22.7% 25,605 $1.3M
Lanark Financial, Inc. 0.12% Add +1.5% 25,605 $1.3M
Nilsine Partners, LLC 0.18% Reduce -4.4% 25,524 $1.3M
Tocqueville Asset Management L.P. 0.02% Reduce -27.4% 25,489 $1.3M
Monument Capital Management 0.38% Reduce -40.8% 25,301 $1.3M
Realta Investment Advisors 0.26% Reduce -0.6% 24,898 $1.3M
Wooster Corthell Wealth Management, Inc. 0.29% Reduce -0.3% 24,866 $1.3M
Cypress Financial Planning LLC 0.59% New 24,803 $1.3M
BCS Wealth Management 0.41% Add +28.5% 24,693 $1.3M
Silvercrest Asset Management Group LLC 0.01% Add +0.2% 24,667 $1.3M
FFG Retirement Advisors LLC 0.90% Reduce -24.5% 24,654 $1.3M
CFO4Life Group, LLC 0.23% Reduce -88.5% 24,648 $1.3M
Rathbones Group PLC 0.01% Reduce -11.7% 24,585 $1.3M
Fifth Third Securities, Inc. 0.12% Add +33.2% 24,381 $1.3M
Cibc World Market Inc. 0.00% Reduce -6.5% 24,189 $1.2M
American State Bank (Iowa) 0.83% Reduce -0.4% 24,020 $1.2M
Cypress Wealth Services, LLC 0.29% Reduce -44.7% 23,963 $1.2M
Diversified Portfolios, Inc. 0.17% Add +1.4% 23,774 $1.2M
OneAscent Financial Services LLC 0.14% Add +12.7% 23,768 $1.2M
Wells Financial Advisors INC 0.83% No change 23,738 $1.2M
Aveo Capital Partners, LLC 0.13% Add +3.8% 22,883 $1.2M
Syntax Research, Inc. 0.93% Reduce -1.9% 23,647 $1.2M
Lauterbach Financial Advisors, LLC 0.80% Add +96.3% 23,593 $1.2M
Capital Asset Advisory Services LLC 0.07% Add +15.0% 23,343 $1.2M
Aletheian Wealth Advisors LLC 0.66% Reduce -1.4% 23,428 $1.2M
Evermay Wealth Management LLC 0.18% Reduce -0.2% 23,062 $1.2M
Charles Schwab Trust Co 0.11% Reduce -45.1% 23,028 $1.2M
Great Valley Advisor Group, Inc. 0.04% Reduce -19.5% 22,980 $1.2M
Bay Harbor Wealth Management, LLC 0.43% Reduce -64.3% 22,955 $1.2M
Stonegate Investment Group, LLC 0.04% Add +13.1% 22,835 $1.2M
Mycio Wealth Partners, LLC 0.30% Add +12.6% 22,731 $1.2M
LifePlan Investment Advisors, Inc. 0.93% Reduce -22.2% 22,690 $1.2M
Clearview Wealth Advisors LLC 1.19% Add +166.0% 22,652 $1.2M
Conservest Capital Advisors, Inc. 0.12% Reduce -47.8% 22,649 $1.2M
Topel & Distasi Wealth Management, LLC 0.52% New 22,595 $1.2M
Freestone Capital Holdings, LLC 0.04% Add +3.6% 22,558 $1.2M
Sensible Money, LLC 0.63% Reduce -0.3% 22,558 $1.2M
Tranquility Partners, LLC 0.45% Add +2.6% 22,538 $1.2M
Evercore Wealth Management, LLC 0.02% Reduce -11.0% 22,465 $1.2M
Chicago Partners Investment Group LLC 0.05% Reduce -0.7% 22,516 $1.1M
Armstrong, Fleming & Moore, Inc 0.79% Reduce -0.5% 22,229 $1.1M
Punch & Associates Investment Management, Inc. 0.07% Reduce -67.9% 22,085 $1.1M
Westwood Holdings Group Inc. 0.01% Reduce -6.8% 21,987 $1.1M
Essex Bank 0.33% No change 22,217 $1.1M
DDFG, Inc 0.36% Reduce -13.9% 21,762 $1.1M
Regal Investment Advisors LLC 0.08% Reduce -66.6% 21,709 $1.1M
Private Portfolio Partners LLC 0.23% Add +2.4% 21,498 $1.1M
Liberty Wealth Management LLC 0.22% Reduce -49.8% 21,451 $1.1M
Argent Advisors, Inc. 0.44% Add +55.0% 21,381 $1.1M
WealthCare Investment Partners, LLC 0.53% Add +4.4% 21,353 $1.1M
W.G. Shaheen & Associates DBA Whitney & Co 0.13% Add +2.7% 21,234 $1.1M
Veracity Capital LLC 0.43% Reduce -9.9% 21,211 $1.1M
Soltis Investment Advisors LLC 0.12% Reduce -2.1% 21,165 $1.1M
Calamos Wealth Management LLC 0.06% Add +3.5% 21,112 $1.1M
Moors & Cabot, Inc. 0.06% Add +2.2% 21,015 $1.1M
LPWM LLC 0.40% Reduce -3.6% 20,896 $1.1M
Ade, LLC 0.72% Reduce -2.2% 20,905 $1.1M
KFA Private Wealth Group, LLC 0.33% Add +124.2% 20,751 $1.1M
Darden Wealth Group Inc 0.84% Reduce -5.3% 20,735 $1.1M
Summit Financial, LLC 0.06% Reduce -55.3% 20,594 $1.1M
Regimen Wealth, LLC 0.37% Reduce -9.2% 20,588 $1.1M
CVA Family Office, LLC 0.19% Reduce -8.8% 20,499 $1.1M
Kingsview Wealth Management, LLC 0.03% Add +4.6% 20,460 $1.1M
Twin Peaks Wealth Advisors, LLC 0.58% Reduce -21.1% 20,367 $1.1M
Garrison Point Advisors, LLC 0.67% Add +4.6% 20,292 $1.0M
Spotlight Asset Group, Inc. 0.75% Reduce -76.6% 20,275 $1.0M
Edgestream Partners, L.P. 0.05% Add +310.6% 20,260 $1.0M
Headlands Technologies LLC 0.25% New 20,257 $1.0M
TAGStone Capital, Inc. 0.61% Reduce -1.6% 20,206 $1.0M
Schroder Investment Management Group 0.00% Reduce -18.5% 20,170 $1.0M
Wick Capital Partners, LLC 1.00% Reduce -31.4% 13,545 $1.0M
Warwick Investment Management, Inc. 0.25% Add +1.4% 19,837 $1.0M
Arkadios Wealth Advisors 0.08% Add +2.7% 19,836 $1.0M
Modern Wealth Management, LLC 0.09% Add +327.6% 19,800 $1.0M
Wilbanks Smith & Thomas Asset Management LLC 0.03% Reduce -8.1% 19,650 $1.0M
Mosaic Family Wealth Partners, LLC 0.17% Reduce -5.2% 19,648 $1.0M
Firestone Capital Management 0.28% Reduce -4.4% 19,629 $1.0M
Schwarz Dygos Wheeler Investment Advisors LLC 0.29% Add +2.7% 19,562 $1.0M
Bailard, Inc. 0.03% Reduce -5.6% 19,553 $1.0M
HCR Wealth Advisors 0.15% Reduce -3.0% 19,480 $1.0M
Confluence Wealth Services, Inc. 0.09% Reduce -0.6% 19,368 $999K
Values Added Financial LLC 0.77% No change 19,238 $993K
Cornerstone Advisory, LLC 0.14% Add +7.9% 19,111 $986K
Blankinship & Foster, LLC 0.26% Add +0.6% 19,055 $983K
West Wealth Group, LLC 0.36% Reduce -87.8% 18,990 $980K
Keyes, Stange & Wooten Wealth Management, LLC 0.86% Reduce -0.3% 18,878 $974K
KPP Advisory Services LLC 0.27% New 18,846 $972K
Shared Vision Wealth Group LLC 0.60% Reduce -38.0% 18,705 $965K
Sovereign Financial Group, Inc. 0.26% Reduce -21.9% 18,693 $965K
Tradition Wealth Management, LLC 0.10% Reduce -50.0% 18,689 $964K
Tillman Hartley LLC 0.33% Add +1.3% 18,612 $960K
Scissortail Wealth Management, LLC 0.25% Reduce -48.2% 18,588 $959K
Fidelis Capital Partners, LLC 0.15% Reduce -0.6% 18,586 $959K
Legacy Bridge, LLC 0.56% Add +711.7% 18,571 $958K
Charter Oak Capital Management, LLC 0.10% Reduce -6.6% 18,531 $956K
Magnolia Capital Advisors LLC 0.79% Add +7.9% 18,974 $949K
DAVENPORT & Co LLC 0.01% Reduce -22.3% 18,396 $949K
C2C Wealth Management, LLC 0.94% Reduce -14.5% 18,345 $947K
Wintrust Investments LLC 0.08% Reduce -53.4% 18,308 $945K
Wit, LLC 28.75% Add +42.0% 18,303 $944K
Madison Wealth Partners, Inc 0.34% Reduce -2.5% 18,237 $941K
Wilmington Savings Fund Society, FSB 0.04% — 18,228 $941K
Baker Boyer National Bank 0.32% Add +13.6% 18,227 $940K
JDM Financial Group LLC 0.68% Reduce -1.5% 18,205 $939K
Northwest Bancshares, Inc. 0.15% Reduce -8.1% 18,183 $938K
MSH Capital Advisors LLC 0.33% Reduce -0.9% 18,132 $936K
Bruce G. Allen Investments, LLC 0.77% Reduce -3.2% 18,126 $935K
Diversified Trust Co. 0.03% Add +5.2% 18,124 $935K
Copperleaf Capital, LLC 0.81% Reduce -12.7% 18,079 $933K
Bahl & Gaynor LLC 0.01% Add +1.7% 17,963 $927K
Bigelow Investment Advisors, LLC 0.45% Reduce -1.9% 17,928 $925K
Stelac Advisory Services LLC 0.43% Add +102.4% 17,807 $919K
Hoxton Planning & Management, LLC 0.44% Reduce -38.9% 17,799 $918K
BNP Paribas Financial Markets 0.00% Reduce -17.1% 17,796 $918K
Peirce Capital Management, LLC 0.50% Reduce -27.3% 17,738 $915K
Abacus Planning Group, Inc. 0.18% Reduce -6.2% 17,635 $910K
Summit Wealth Partners, LLC 0.19% Reduce -1.8% 17,484 $902K
Arcadia Wealth Management, LLC 0.55% Add +0.6% 17,553 $902K
Certus Wealth Management, LLC 0.71% Reduce -28.7% 16,732 $894K
VanderPol Investments L.L.C. 2.56% Add +40.1% 17,285 $892K
Sound View Wealth Advisors Group, LLC 0.10% Reduce -4.3% 17,274 $891K
Cohen Capital Management, Inc. 0.16% No change 17,220 $889K
My Legacy Advisors, LLC 0.30% Reduce -53.1% 17,175 $886K
Providence Capital Advisors, LLC 0.19% Add +9.6% 17,170 $886K
William Howard & Co Financial Advisors Inc 0.83% — 17,144 $885K
Peterson Financial Group, Inc. 5.77% Reduce -6.1% 17,147 $885K
Wedbush Securities Inc. 0.03% Reduce -20.8% 17,070 $881K
Atlantic Edge Private Wealth Management, LLC 0.30% Add +60.8% 16,967 $875K
Vontobel Holding Ltd. 0.01% Reduce -1.7% 16,955 $875K
MV Capital Management, Inc. 0.10% No change 16,928 $873K
Waterloo Capital, L.P. 0.11% Add +42.6% 16,927 $873K
Redmont Wealth Advisors LLC 1.22% Add +1.8% 16,900 $872K
Concorde Asset Management, LLC 0.59% Reduce -29.0% 16,814 $868K
Cherry Tree Wealth Management, LLC 0.22% Reduce -5.4% 16,794 $867K
Lido Advisors, LLC 0.01% Reduce -15.1% 16,660 $860K
Mma Asset Management LLC 0.40% No change 15,931 $846K
Cambridge Financial Group, LLC 0.40% Add +0.7% 16,361 $844K
Journey Strategic Wealth LLC 0.04% Reduce -2.7% 16,328 $843K
Hillcrest Wealth Advisors - NY, LLC 0.46% Reduce -4.7% 16,325 $842K
Wellington Wealth Strategies, LLC. 0.39% Reduce -36.3% 16,323 $842K
Lee Financial Co 0.14% Add +1.9% 16,320 $842K
Evanson Asset Management, LLC 0.06% No change 16,216 $837K
Lake Street Private Wealth, LLC 0.12% Reduce -8.0% 16,209 $836K
Patron Partners, LLC 0.51% Reduce -27.6% 16,204 $836K
Aspen Investment Management Inc 0.42% Reduce -4.6% 16,090 $830K
Five Oceans Advisors 0.43% Reduce -0.0% 16,053 $828K
Naviter Wealth, LLC 0.14% Add +188.0% 16,034 $827K
Gryphon Financial Partners LLC 0.14% Add +13.0% 16,029 $827K
Roundview Capital LLC 0.07% No change 15,902 $821K
Diversified, LLC 0.11% Add +9.0% 15,789 $815K
Compton Financial Group, LLC 0.27% Reduce -94.1% 15,771 $814K
Faithward Advisors, LLC 0.15% Reduce -0.8% 15,609 $805K
Colton Groome Financial Advisors, LLC 0.32% Reduce -5.3% 15,589 $804K
Flagstar Securities, Inc. 0.22% Reduce -1.1% 15,567 $803K
Argonautica Private Wealth Management, Inc. 0.29% Add +16.2% 15,554 $803K
Perennial Investment Advisors, LLC 0.12% Reduce -21.4% 15,538 $802K
Cypress Capital Group 0.10% Reduce -8.2% 15,429 $796K
Elevated Capital Advisors, LLC 0.23% Reduce -2.8% 15,361 $793K
Nicolet Bankshares Inc. 0.16% Add +37.6% 15,361 $793K
Manhattan West Asset Management, LLC 0.19% Reduce -55.6% 15,342 $792K
Maryland Capital Advisors Inc. 0.49% Reduce -3.2% 15,325 $791K
One Wealth Management Investment & Advisory Services, LLC 0.32% Reduce -44.9% 15,285 $789K
Montecito Bank & Trust 0.16% Reduce -4.6% 15,140 $781K
Flagship Harbor Advisors, LLC 0.05% Add +7.7% 15,118 $780K
tru Independence LLC 0.23% Reduce -11.4% 15,117 $780K
Howe & Rusling Inc. 0.07% Reduce -11.6% 15,106 $779K
Redwood Investment Management, LLC 0.07% Reduce -7.5% 15,097 $779K
Ziegler Capital Management, LLC 0.03% Reduce -0.7% 15,033 $776K
Naples Global Advisors, LLC 0.08% Reduce -0.8% 14,993 $774K
Eagle Strategies LLC 0.17% Add +16.2% 14,991 $774K
Cornerstone Wealth Management, LLC 0.06% Reduce -1.4% 14,884 $768K
Maxwell Wealth Strategies Inc. 0.39% Reduce -60.7% 14,476 $768K
Lantz Financial LLC 0.25% Reduce -48.3% 14,795 $763K
Lodestar Private Asset Management LLC 0.11% Add +9.2% 14,749 $761K
Upper Left Wealth Management, LLC 0.70% Reduce -2.4% 14,700 $759K
Peterson Wealth Services 0.27% Reduce -5.3% 14,621 $754K
Kraft Asset Management, LLC 0.60% Reduce -3.2% 14,450 $746K
CX Institutional 0.04% Add +2.6% 14,418 $744K
Tiemann Investment Advisors, LLC 0.33% Add +11.0% 14,321 $739K
Girard Partners LTD. 0.07% Reduce -19.6% 14,318 $739K
Blue Fin Capital, Inc. 0.16% Add +3.8% 14,234 $735K
ICA Group Wealth Management, LLC 0.15% Reduce -10.2% 14,215 $734K
First Bank & Trust 0.15% New 14,145 $730K
Agf Management Ltd. 0.00% Add +2.2% 14,125 $729K
Angeles Investment Advisors, LLC 0.04% Reduce -96.5% 14,090 $727K
Cynosure Group, LLC 0.13% Reduce -0.7% 14,080 $727K
Pine Valley Investments Ltd Liability Co 0.06% Add +0.8% 13,959 $720K
Hexagon Capital Partners LLC 0.16% Add +19.1% 13,955 $720K
MMBG Investment Advisors Co. 0.08% Add +4.5% 13,952 $720K
Arrowroot Family Office, LLC 0.46% Add +12.7% 13,942 $719K
Greenline Partners, LLC 0.11% Reduce -17.7% 13,934 $719K
Occidental Asset Management, LLC 0.13% Add +81.2% 13,917 $718K
ETF Portfolio Partners, Inc. 0.23% Reduce -0.9% 13,813 $713K
M Holdings Securities, Inc. 0.12% Reduce -9.3% 13,776 $711K
St. Louis Trust Co 0.11% No change 14,115 $710K
International Assets Investment Management, LLC 0.07% Reduce -2.7% 13,645 $705K
Sound Income Strategies, LLC 0.05% Add +165.0% 13,654 $705K
Haverford Financial Services, Inc. 0.20% No change 13,590 $701K
Vista Investment Management 0.28% Add +0.0% 13,452 $694K
Panagora Asset Management Inc. 0.00% New 13,428 $693K
Sumitomo Mitsui Financial Group, Inc. 0.02% Reduce -4.2% 13,354 $689K
Strategies Wealth Advisors, LLC 0.10% Reduce -58.2% 13,226 $682K
Colonial Trust Co / SC 0.13% Reduce -6.6% 13,224 $682K
Capital Advisors, Ltd. LLC 0.09% No change 13,208 $682K
PFG Advisors 0.05% Reduce -6.7% 13,177 $680K
Vanguard Group Inc. 0.00% Add +49.4% 13,142 $678K
Catalyst Private Wealth, LLC 0.35% Reduce -63.1% 13,110 $676K
Symphony Financial, Ltd. Co. 0.16% Reduce -66.2% 13,089 $675K
Valmark Advisers, Inc. 0.01% Reduce -13.6% 12,964 $669K
HB Wealth Management, LLC 0.01% Add +30.5% 12,892 $665K
National Wealth Management Group, LLC 0.52% Reduce -1.2% 12,872 $664K
McNamara Financial Services, Inc. 0.14% Reduce -5.0% 12,812 $661K
Creative Financial Designs Inc. 0.06% Reduce -6.9% 12,789 $660K
Financial Partners Group, Inc 0.11% Reduce -44.1% 12,787 $660K
Black Cypress Capital Management, LLC 0.62% — 12,780 $659K
Monterey Private Wealth, Inc. 0.26% New 12,756 $658K
Parkside Investments, LLC 0.10% Reduce -88.6% 12,721 $656K
Financial Perspectives, Inc 0.25% Add +0.8% 12,649 $653K
Plum Street Advisors, LLC 0.33% Add +54.8% 11,287 $648K
Hamilton Wealth, LLC 0.20% Reduce -54.3% 12,529 $646K
Vertex Planning Partners, LLC 0.18% Reduce -25.1% 12,505 $645K
Financial Gravity Asset Management, Inc. 0.18% Reduce -98.7% 12,757 $645K
DBK Financial Counsel, LLC 0.67% No change 12,447 $642K
MorganRosel Wealth Management, LLC 0.23% Add +2.6% 12,382 $639K
BOK Financial Private Wealth, Inc. 0.05% Reduce -6.6% 12,348 $637K
TruNorth Capital Management, LLC 0.22% — 12,293 $634K
New Republic Capital, LLC 0.40% Reduce -27.3% 12,256 $632K
Level Four Advisory Services, LLC 0.03% No change 12,450 $630K
Massachusetts Financial Services Co. 0.00% No change 12,184 $629K
Eight 31 Financial, LLC 0.39% New 12,146 $627K
StoneX Group Inc. 0.06% Reduce -4.0% 12,136 $626K
Parsons Capital Management Inc. 0.04% Reduce -3.7% 12,070 $623K
Shufro Rose & Co. LLC 0.05% Add +132.2% 12,044 $621K
GeoWealth Management, LLC 0.02% Reduce -59.1% 12,011 $620K
Amundi 0.00% Add +434.8% 12,300 $618K
Williams & Novak, LLC 0.70% No change 12,218 $618K
Frank, Rimerman Advisors LLC 0.12% No change 11,944 $616K
Jackson Thornton Wealth Management, LLC 0.10% Reduce -0.3% 11,935 $616K
Edgemoor Investment Advisors, Inc. 0.06% Reduce -88.3% 11,870 $613K
Index Fund Advisors, Inc. 0.03% Reduce -3.3% 11,849 $611K
Allen Capital Group, LLC 0.09% Add +1.6% 11,823 $610K
Cyndeo Wealth Partners, LLC 0.05% Add +8.8% 11,795 $609K
CENTRAL TRUST Co 0.02% Add +8.2% 11,784 $608K
Renasant Bank 0.43% No change 11,783 $608K
Townsend Asset Management Corp. /NC/ 0.24% New 11,776 $608K
Truepoint, Inc. 0.02% Reduce -43.3% 11,716 $605K
VERITY Wealth Advisors 0.46% Add +55.2% 11,636 $600K
Davidson Trust Co. 0.35% Add +5.3% 11,625 $600K
Howard Financial Services, LTD. 0.10% Reduce -0.5% 11,610 $599K
CWS Financial Advisors, LLC 0.25% Add +2.4% 11,610 $599K
Verum Partners LLC 0.21% Reduce -33.9% 11,598 $598K
Ameritas Advisory Services, LLC 0.02% Reduce -6.2% 11,521 $598K
New Capital Management LP 0.18% No change 11,573 $597K
Pineridge Advisors LLC 0.21% Reduce -17.9% 11,554 $596K
Sightline Wealth Advisors, LLC 0.39% Reduce -34.9% 11,499 $593K
BIP Wealth, LLC 0.04% Add +0.3% 11,431 $590K
Cornerstone Advisors Asset Management, LLC 0.21% No change 11,428 $590K
Hemington Wealth Management 0.21% Reduce -4.1% 11,404 $589K
Gateway Wealth Partners, LLC 0.21% Reduce -45.9% 11,395 $588K
Palisade Asset Management, LLC 0.06% Reduce -42.2% 11,338 $585K
Coordinated Financial Services, Inc. 0.52% — 11,321 $584K
Visionary Wealth Advisors 0.04% Add +7.0% 11,287 $582K
SYM FINANCIAL Corp 0.10% Add +1.1% 11,268 $581K
Cardinal Strategic Wealth Guidance 0.22% Reduce -79.0% 11,225 $579K
Hart & Patterson Financial Group LLC 0.29% Add +1.1% 11,217 $579K
Phillips Financial Management, LLC 0.05% Reduce -0.2% 11,192 $577K
Walkner Condon Financial Advisors LLC 0.12% Reduce -24.1% 11,158 $576K
Flputnam Investment Management Co. 0.01% Reduce -47.9% 11,158 $576K
Washington Trust Advisors, Inc. 0.05% No change 11,122 $574K
Avion Wealth 0.15% Add +12.9% 11,076 $572K
Cahill Financial Advisors Inc. 0.08% Add +1.9% 11,050 $570K
Gen-Wealth Partners Inc 0.28% — 11,049 $570K
Key Financial Inc 0.14% Reduce -1.9% 10,964 $566K
Cooper Financial Group 0.09% Reduce -15.3% 10,945 $565K
Centurion Wealth Management LLC 0.22% Reduce -59.0% 10,897 $562K
Autumn Glory Partners, LLC 0.27% Add +11.4% 10,875 $561K
Sachetta, LLC 0.27% Add +0.1% 11,092 $561K
Hoge Financial Services, LLC 0.46% Reduce -12.8% 10,852 $560K
IVC Wealth Advisors LLC 0.32% Reduce -17.6% 10,849 $560K
Clear Creek Financial Management, LLC 0.07% Reduce -35.2% 10,565 $545K
Ti-Trust, Inc. 0.40% New 10,536 $544K
RCS Financial Planning, LLC 0.33% Reduce -47.6% 10,488 $541K
Carolinas Wealth Consulting LLC 0.11% Add +44.5% 10,462 $540K
Lantern Wealth Advisors, LLC 0.38% Reduce -14.8% 10,522 $540K
PFG Investments, LLC 0.03% Add +124.4% 10,434 $538K
Strategic Wealth Partners, Ltd. 0.06% Add +101.1% 10,424 $538K
Higgins & Schmidt Wealth Strategies LLC 0.40% Add +8.9% 10,410 $537K
Curi Capital, LLC 0.01% Add +40.3% 10,349 $534K
Operose Advisors LLC 0.18% Reduce -47.6% 10,294 $531K
Sage Capital Advisors,llc 0.15% No change 10,293 $531K
Gries Financial LLC 0.09% Add +16.8% 10,219 $527K
FineMark National Bank & Trust 0.02% Reduce -3.2% 10,176 $525K
LongView Wealth Management 0.21% Reduce -26.3% 10,155 $524K
Empirical Asset Management, LLC 0.25% Reduce -4.2% 10,147 $524K
Lloyd Advisory Services, LLC. 0.11% Reduce -52.0% 9,079 $520K
FFT Wealth Management LLC 0.04% Reduce -3.1% 10,061 $519K
McAdam, LLC 0.03% Reduce -0.5% 9,992 $516K
PBMares Wealth Management LLC 0.13% Add +0.2% 9,988 $515K
Fisher Asset Management 0.00% Add +1.0% 9,969 $514K
Sage Financial Group Inc. 0.05% Add +0.8% 9,962 $514K
Goldstein Advisors, LLC 0.09% Add +21.1% 9,948 $513K
Compass Ion Advisors, LLC 0.07% No change 9,899 $511K
LGL Partners, LLC 0.09% Reduce -0.0% 9,869 $509K
Kingswood Wealth Advisors, LLC 0.06% Reduce -9.3% 9,862 $509K
Courage Miller Partners, LLC 0.18% Reduce -1.6% 9,848 $508K
Strategic Wealth Partners Group, LLC 0.06% Reduce -25.4% 9,811 $506K
Hassell Wealth Management, LLC 0.32% Reduce -4.9% 9,928 $506K
Hills Bank & Trust Co 0.04% Reduce -16.6% 9,765 $504K
Arkansas Financial Group, Inc. 0.09% Add +0.4% 9,752 $503K
Syntal Capital Partners, LLC 5.01% New 9,734 $502K
American Financial Advisors, LLC 0.07% Reduce -2.1% 9,705 $501K
Sharp Wealth Advisory, LLC 0.46% Add +3.0% 9,684 $500K
Old Mission Investment Co LLC 0.17% Reduce -5.8% 9,634 $497K
Valley Forge Investment Consultants Inc. Adv 0.19% Add +32.0% 9,597 $495K
Human Investing LLC 0.10% Add +8.5% 9,588 $495K
Bangor Savings Bank 0.05% Reduce -22.1% 9,505 $490K
Karpus Management, Inc. 0.01% Reduce -2.4% 9,492 $490K
Stevens Capital Partners 0.29% Add +14.2% 9,468 $489K
Mattern Capital Management, LLC 0.07% No change 9,435 $487K
Blue Barn Wealth, LLC 0.27% Reduce -0.3% 9,382 $484K
Strategic Financial Services, Inc. 0.03% Add +10.4% 9,377 $484K
Beaumont Financial Advisors, LLC 0.04% Add +23.8% 9,360 $483K
Tompkins Financial Corp. 0.05% Reduce -85.5% 9,319 $481K
Strategy Asset Managers LLC 0.10% Add +18.0% 9,283 $479K
Canvas Wealth Advisors, LLC 0.16% Reduce -5.8% 9,576 $479K
Wesbanco Bank Inc. 0.02% Add +10.0% 9,210 $475K
Tufton Capital Management 0.09% Reduce -2.2% 9,205 $475K
Tempus Wealth Planning, LLC 0.21% Reduce -9.9% 9,180 $474K
Chapin Davis, Inc. 0.17% Reduce -13.4% 9,168 $473K
Investment Advisory Group, LLC 0.19% Reduce -8.4% 9,115 $470K
Villere St Denis J & Co. LLC 0.04% New 9,099 $470K
GYL Financial Synergies, LLC 0.04% Reduce -34.3% 9,077 $468K
Trexquant Investment LP 0.01% New 9,044 $467K
W.H. Cornerstone Investments Inc. 0.34% Reduce -28.5% 9,038 $466K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -8.3% 8,908 $460K
C M Bidwell & Associates Ltd. 0.31% Add +1.3% 8,867 $458K
VCI Wealth Management LLC 0.31% Reduce -22.0% 8,764 $452K
Procyon Advisors, LLC 0.03% Reduce -6.4% 8,721 $450K
Vanguard Personalized Indexing Management, LLC 0.01% Add +8.3% 8,711 $449K
REDW Wealth LLC 0.12% Reduce -2.2% 8,647 $446K
Advisors Capital Management, LLC 0.01% Reduce -46.5% 8,653 $446K
Trueblood Wealth Management, LLC 0.25% Reduce -1.1% 8,604 $444K
Northeast Financial Consultants Inc 0.02% No change 8,524 $440K
Stephens Inc. 0.01% Add +11.2% 8,508 $439K
EverSource Wealth Advisors, LLC 0.03% Reduce -50.2% 8,478 $438K
Cornell Pochily Investment Advisors, Inc. 0.17% Reduce -6.8% 8,476 $437K
Inspirion Wealth Advisors, LLC 0.07% Reduce -2.1% 8,468 $437K
Emprise Bank 0.29% — 8,463 $437K
Burford Brothers, Inc. 0.29% Reduce -5.8% 8,456 $436K
Resurgent Financial Advisors LLC 0.23% Reduce -13.1% 8,395 $433K
Aptus Capital Advisors, LLC 0.01% Add +102.7% 8,387 $433K
Oppenheimer Asset Management Inc. 0.01% Reduce -13.8% 8,380 $432K
IFG Advisors, LLC 0.11% Add +16.9% 8,375 $432K
First National Trust Co 0.02% Reduce -0.5% 8,375 $432K
Wealthcare Advisory Partners LLC 0.01% Reduce -26.7% 8,347 $431K
Equita Financial Network, Inc. 0.19% Add +5.7% 8,313 $429K
Earned Wealth Advisors, LLC 0.16% Add +3.3% 8,274 $427K
True Link Financial Advisors, LLC 0.04% Add +0.9% 8,272 $427K
ShoreHaven Wealth Partners, LLC 0.23% Reduce -16.3% 8,237 $425K
Jamison Private Wealth Management, Inc. 0.07% Add +120.4% 8,218 $424K
Sage Mountain Advisors LLC 0.04% Reduce -32.8% 8,206 $423K
Seven Mile Advisory 0.32% Reduce -27.2% 8,162 $421K
Fulton Bank, N.A. 0.02% Reduce -4.5% 8,131 $420K
ICONIQ Capital, LLC 0.01% No change 8,102 $418K
WR Wealth Planners, LLC 0.13% Reduce -48.4% 8,078 $417K
Narwhal Capital Management 0.04% Add +32.9% 8,077 $417K
Hubbell Strickland Wealth Management, LLC 0.21% Reduce -4.8% 8,068 $416K
Accretive Wealth Partners, LLC 0.18% Reduce -5.3% 7,780 $416K
Highland Financial Advisors, LLC 0.17% Reduce -8.3% 8,049 $415K
Summit Global Investments 0.03% Reduce -94.9% 8,024 $414K
Patton Albertson Miller Group, LLC 0.06% Reduce -84.9% 8,017 $414K
Founders Financial Alliance, LLC 0.12% Add +5.8% 8,010 $413K
Old National Bancorp 0.01% Add +0.2% 8,006 $413K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -14.5% 7,993 $412K
Main Street Financial Solutions, LLC 0.04% Add +44.6% 7,953 $410K
Thoroughbred Financial Services, LLC 0.04% Add +4.7% 7,908 $408K
MBA Advisors LLC 0.21% Reduce -28.1% 7,893 $407K
Koshinski Asset Management, Inc. 0.04% Add +8.9% 7,890 $407K
First County Bank 0.20% Reduce -34.7% 7,870 $406K
KWB Wealth 0.05% Add +6.0% 7,867 $406K
Birchcreek Wealth Management, LLC 0.21% Reduce -42.9% 7,831 $404K
Doliver Advisors, LP 0.11% Add +0.1% 7,781 $402K
First Manhattan Co. Llc. 0.00% Add +21.0% 7,763 $401K
Well Done, LLC 0.08% Add +17.8% 7,748 $400K
Busey Bank 0.01% No change 7,738 $399K
Seven Post Investment Office LP 0.10% No change 7,693 $397K
Everhart Financial Group, Inc. 0.12% Reduce -2.9% 7,684 $396K
Family Asset Management, LLC 0.25% Reduce -9.8% 7,677 $396K
Sunesis Advisors, LLC 0.23% No change 7,660 $395K
Bush Investment Group, LLC 0.35% Reduce -50.0% 7,593 $392K
Steward Partners Investment Solutions, LLC 0.07% New 7,588 $392K
Pinion Investment Advisors, LLC 0.20% Add +7.9% 7,556 $390K
Financial Strategies Group, Inc. 0.10% Add +11.8% 7,385 $388K
Arvest Trust Co. N A 0.02% Reduce -84.9% 7,509 $387K
NDVR, Inc. 0.37% Reduce -8.5% 7,422 $383K
Northside Capital Management, LLC 0.07% No change 7,364 $380K
Hanson & Doremus Investment Management 0.07% Reduce -3.5% 7,332 $378K
Daymark Wealth Partners, LLC 0.02% Reduce -8.4% 7,297 $377K
Kathmere Capital Management, LLC 0.04% Add +4.3% 7,284 $376K
Bell Bank 0.03% New 7,250 $374K
Catalina Capital Group, LLC 0.16% Reduce -17.5% 7,221 $373K
Slagle Financial, LLC 0.20% Reduce -55.8% 7,195 $371K
Salem Investment Counselors Inc. 0.01% Add +26.1% 7,191 $371K
Sunflower Bank, N.A. 0.08% Reduce -54.5% 7,179 $370K
Nordwand Advisors, LLC 0.14% No change 7,142 $369K
Midwest Heritage Bank, FSB 0.19% Add +35.1% 7,106 $367K
Financial Life Advisors 0.15% Reduce -14.8% 7,104 $367K
Sapient Capital LLC 0.01% Add +1.4% 7,009 $362K
Pallas Capital Advisors LLC 0.01% Reduce -42.9% 6,998 $361K
Commonwealth Retirement Investments LLC 0.17% Reduce -55.7% 6,988 $361K
ETF Store, Inc. 0.20% Add +1.2% 6,955 $359K
Private Management Group Inc. 0.01% Add +15.4% 6,945 $358K
LexAurum Advisors, LLC 0.09% Reduce -4.1% 6,944 $358K
Callan Capital, LLC 0.03% No change 6,927 $357K
CCG Wealth Management, LLC 0.22% New 6,926 $357K
Live Oak Private Wealth LLC 0.06% Add +11.8% 6,923 $357K
Onyx Bridge Wealth Group LLC 0.06% Reduce -25.0% 6,885 $357K
Raymond James Trust Co. of NH 3.52% Reduce -0.4% 6,866 $354K
My Personal CFO, LLC 0.20% No change 6,846 $353K
Horan Securities, Inc. 0.17% New 6,800 $351K
Leo Wealth, LLC 0.04% Reduce -2.5% 6,777 $350K
Tudor Investment Corporation 0.00% Reduce -49.5% 6,775 $350K
&partners 0.05% New 6,733 $347K
Savvy Advisors, Inc. 0.20% New 6,718 $347K
Trust Point Inc. 0.03% Reduce -2.7% 6,693 $345K
Mission Creek Capital Partners, Inc. 0.09% No change 6,677 $345K
17 Capital Partners, LLC 0.25% New 6,674 $344K
Brown Wealth Management, LLC 0.14% Add +0.1% 6,672 $344K
Theory Financial LLC 0.18% Reduce -14.8% 6,666 $344K
Mgo One Seven LLC 0.02% Reduce -46.1% 6,630 $342K
Acorn Financial Advisory Services Inc. 0.06% Add +11.8% 6,627 $342K
CGN Advisors LLC 0.04% Add +22.3% 6,592 $340K
Hartline Investment Corp./ 0.06% New 6,590 $340K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +15.1% 6,590 $340K
Scarborough Advisors, LLC 0.16% Reduce -21.8% 6,528 $337K
Dakota Wealth Management 0.01% Reduce -8.1% 6,520 $336K
Capital Investment Counsel, LLC 0.07% Add +38.0% 6,479 $334K
Trilogy Capital Inc. 0.02% Reduce -20.8% 6,454 $333K
CM Wealth Advisors LLC 0.09% New 6,237 $331K
Essex Financial Services, Inc. 0.03% Reduce -7.1% 6,413 $331K
DT Investment Partners, LLC 0.03% Add +173.4% 6,370 $329K
GDS Wealth Management 0.04% Reduce -14.7% 6,361 $328K
Spectrum Strategic Capital Management, LLC 0.25% Add +8.6% 6,323 $326K
Morris Financial Concepts, Inc. 0.17% New 6,289 $325K
Brady Family Wealth, LLC 0.11% Add +4.8% 6,289 $325K
Penobscot Investment Management Company, Inc. 0.03% Add +52.9% 6,287 $324K
Sandy Cove Advisors, LLC 0.15% Add +23.1% 6,283 $324K
Talisman Wealth Advisors LLC 0.41% Add +2.4% 6,282 $324K
City State Bank 0.14% No change 6,250 $323K
Lowe Wealth Advisors, LLC 0.15% Reduce -14.2% 6,225 $321K
Credential Qtrade Securities Inc. 0.02% Add +17.9% 6,212 $320K
Bogart Wealth, LLC 0.02% Add +0.9% 6,179 $319K
Coppell Advisory Solutions Corp. 0.06% — 6,156 $318K
Noesis Capital Mangement Corp. 0.07% Reduce -1.6% 6,139 $317K
Coulter & Justus Financial Services, LLC 0.07% New 6,139 $317K
Private Capital Management, LLC 0.04% Reduce -7.1% 6,138 $317K
MA Private Wealth 0.06% Reduce -46.0% 6,132 $316K
HBK Sorce Advisory LLC 0.01% Add +21.6% 6,094 $314K
Mandatum Life Insurance Co Ltd 0.10% No change 6,047 $312K
CIBC Asset Management Inc 0.00% Add +47.8% 6,031 $311K
Coho Partners, Ltd. 0.01% Reduce -23.8% 6,024 $311K
SeaCrest Wealth Management, LLC 0.04% Reduce -1.1% 6,017 $310K
Cary Street Partners Investment Advisory LLC 0.01% Add +4.2% 6,017 $310K
Aspen Grove Capital, LLC 0.09% New 6,001 $310K
LS Investment Advisors, LLC 0.05% Reduce -3.0% 6,000 $310K
Amplius Wealth Advisors, LLC 0.03% Reduce -42.1% 5,997 $309K
Avalon Capital Management 0.13% Reduce -93.9% 5,967 $308K
Melfa Wealth Management, Inc. 0.22% New 5,950 $307K
Accurate Wealth Management, LLC 0.09% Reduce -6.8% 6,102 $305K
DGS Capital Management, LLC 0.09% Add +21.7% 5,915 $305K
Foster & Motley Inc. 0.02% Add +9.7% 5,828 $301K
Kooman & Associates 0.12% Reduce -21.0% 5,810 $300K
Meredith Wealth Planning 0.17% Reduce -3.3% 5,802 $299K
Phillips Wealth Planners LLC 0.34% New 5,975 $299K
Ellis Investment Partners, LLC 0.06% Add +7.3% 5,787 $299K
One Charles Private Wealth Services, LLC 0.13% No change 5,721 $295K
Argus Investors' Counsel, Inc. 0.18% New 5,720 $295K
Jackson Hole Capital Partners, LLC 0.07% Reduce -4.6% 5,675 $293K
Consolidated Portfolio Review Corp 0.08% Reduce -35.7% 5,674 $293K
Cabot Wealth Management Inc. 0.04% Reduce -0.5% 5,661 $292K
First American Trust, FSB 0.03% New 5,642 $291K
Capital Wealth Management, LLC 0.14% Reduce -21.2% 5,625 $290K
Obsidian Cio, LLC 0.07% Reduce -65.4% 5,625 $290K
Citizens National Bank Trust Department 0.07% No change 5,600 $289K
Jacobi Capital Management LLC 0.03% Add +9.1% 5,599 $289K
Balanced Rock Investment Advisors LLC 0.25% Reduce -2.0% 5,569 $287K
Legacy Wealth Asset Management, LLC 0.08% Reduce -5.0% 5,568 $287K
Collaborative Wealth Managment Inc. 0.14% Reduce -3.7% 5,550 $286K
Clarity Wealth Advisors, LLC 0.10% Reduce -0.4% 5,528 $285K
Efficient Advisors, LLC 0.02% Add +1.9% 5,505 $284K
Oakwell Private Wealth Management, LLC 0.09% No change 5,504 $284K
Raleigh Capital Management Inc. 0.12% Reduce -56.0% 5,498 $284K
Strait & Sound Wealth Management LLC 0.16% Reduce -0.9% 5,428 $283K
Farmers National Bank 0.08% New 5,468 $282K
Certified Advisory Corp 0.04% Add +4.0% 5,434 $280K
Oarsman Capital, Inc. 0.07% Add +15.1% 5,434 $280K
City Holding Co. 0.04% Reduce -2.3% 5,434 $280K
Summit Wealth Group, LLC 0.19% Add +3.3% 5,427 $280K
PCA Investment Advisory Services Inc. 0.16% Add +13.1% 5,394 $278K
FSA Advisors, Inc. 0.30% Reduce -4.9% 5,361 $277K
CPA Asset Management Group, LLC 0.15% New 5,330 $275K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -1.0% 5,297 $273K
Caldwell Trust Co 0.03% No change 5,276 $272K
Summit Trail Advisors, LLC 0.01% Reduce -2.0% 5,273 $272K
Little House Capital LLC 0.09% Add +6.3% 5,271 $272K
Cornerstone Planning Group LLC 0.08% Reduce -43.3% 5,086 $272K
Banque Cantonale Vaudoise 0.01% Add +5.5% 5,257 $270K
Objective Capital Management, LLC 0.18% Reduce -3.9% 5,224 $270K
Absolute Capital Management, LLC 0.17% Reduce -44.0% 5,213 $269K
Tidemark, LLC 0.15% Reduce -4.8% 5,210 $269K
Sutton Place Investors LLC 0.13% Reduce -30.9% 5,188 $268K
Baker Tilly Wealth Management, LLC 0.05% Reduce -23.2% 5,187 $268K
Independent Advisor Alliance 0.01% Add +0.8% 5,155 $266K
KFG Wealth Management, LLC 0.11% New 5,091 $263K
RHS Financial, LLC 0.15% Reduce -2.5% 5,029 $260K
CIC Wealth, LLC 0.08% Add +1.8% 5,020 $259K
Rockwood Wealth Management, LLC 0.03% New 4,995 $258K
Glen Eagle Advisors, LLC 0.05% Add +8.3% 4,995 $258K
Inscription Capital, LLC 0.04% Add +0.4% 4,963 $256K
Vermillion & White Wealth Management Group, LLC 0.20% Add +70.5% 4,963 $256K
Ullmann Wealth Partners Group, LLC 0.04% Reduce -28.5% 4,956 $256K
Latitude Advisors, LLC 0.16% Add +14.8% 4,954 $256K
Country Trust Bank 0.01% Reduce -87.0% 4,945 $255K
Kovack Advisors, Inc. 0.03% Add +2.3% 4,901 $253K
3EDGE Asset Management, LP 0.02% New 4,875 $252K
Fi3 FINANCIAL ADVISORS, LLC 0.12% Reduce -45.7% 4,695 $251K
Sunpointe, LLC 0.28% Reduce -11.1% 4,863 $251K
Independence Bank of Kentucky 0.07% Reduce -9.5% 4,836 $250K
SG Americas Securities, LLC 0.00% New 4,835 $249K
Paragon Capital Management Ltd 0.04% New 4,825 $249K
Rowlandmiller & Partners.adv 0.05% No change 4,815 $248K
Ally Invest Advisors Inc. 0.02% Add +6.1% 4,812 $248K
Insigneo Advisory Services, LLC 0.03% New 4,804 $248K
Traphagen Investment Advisors LLC 0.03% Add +1.2% 4,801 $248K
Fortis Capital Management LLC 0.06% Reduce -2.1% 4,799 $248K
BOS Asset Management, LLC 0.13% Reduce -43.3% 4,771 $246K
Merriman Wealth Management, LLC 0.01% New 4,756 $245K
Matrix Asset Advisors Inc. 0.03% Reduce -20.2% 4,723 $244K
Oxford Financial Group, LTD. LLC 0.02% No change 4,718 $243K
Kingfisher Capital LLC 0.06% No change 4,687 $242K
Biltmore Family Office, LLC 0.05% Add +0.3% 4,652 $240K
Source Financial Advisors LLC 0.07% Reduce -80.3% 4,645 $240K
Instrumental Wealth, LLC 0.10% No change 4,438 $239K
Quad-Cities Investment Group, LLC 0.14% Reduce -9.5% 4,641 $239K
Breakwater Capital Group 0.06% Reduce -11.9% 4,635 $239K
Corrado Advisors, LLC 0.16% New 4,626 $239K
Certuity, LLC 0.02% Reduce -22.6% 4,624 $239K
BCU Wealth Advisors, LLC 0.20% Reduce -61.5% 4,618 $238K
Bowman & Co S.C. 0.14% Reduce -10.9% 4,605 $238K
Stage Harbor Financial, LLC 0.21% No change 4,571 $236K
Beacon Harbor Wealth Advisors, Inc. 0.06% Reduce -20.3% 4,550 $235K
Bokf, NA 0.00% Add +13.6% 4,538 $235K
World Investment Advisors 0.03% Reduce -74.6% 4,531 $234K
SevenBridge Financial Group, LLC 0.05% Add +0.1% 4,357 $233K
9258 Wealth Management, LLC 0.04% Reduce -10.1% 4,482 $231K
CGC Financial Services, LLC 0.12% Reduce -74.6% 4,480 $231K
Main Management LLC 0.02% Reduce -41.9% 4,470 $231K
Baker Avenue Asset Management, LP 0.01% New 4,439 $229K
Alpha Cubed Investments, LLC 0.01% Reduce -19.9% 4,402 $227K
Sound Stewardship, LLC 0.14% Reduce -31.8% 4,390 $227K
Trust Co 0.03% No change 4,372 $226K
Bourgeon Capital Management LLC 0.04% Add +47.5% 4,345 $224K
Raffa Wealth Management, LLC 0.07% No change 4,306 $222K
First Heartland Consultants, Inc. 0.02% Reduce -26.9% 4,297 $222K
Paces Ferry Wealth Advisors, LLC 0.14% Reduce -12.5% 4,299 $222K
Frazier Financial Advisors, LLC 0.18% Add +95.0% 4,286 $221K
Pathway Financial Advisors LLC 0.06% No change 4,276 $221K
Security Financial Services, INC. 0.05% Reduce -35.6% 4,268 $220K
MN Wealth Advisors, LLC 0.14% Reduce -29.2% 4,241 $219K
Global Wealth Strategies & Associates 0.08% Reduce -27.6% 4,237 $219K
Fortitude Advisory Group L.L.C. 0.12% Reduce -14.3% 4,225 $218K
Bordeaux Wealth Advisors LLC 0.07% New 4,216 $218K
Financial Freedom, LLC 0.13% No change 4,203 $217K
Schechter Investment Advisors, LLC 0.02% New 4,197 $217K
Boston Trust Walden Corp 0.00% No change 4,140 $214K
Partners in Financial Planning 0.05% Reduce -0.7% 4,137 $213K
Aspire Wealth Management Corp 0.13% Reduce -56.4% 4,119 $213K
Coastal Bridge Advisors, LLC 0.05% Add +2.5% 4,109 $212K
AlTi Global, Inc. 0.01% Reduce -51.2% 4,105 $212K
Debussy Capital Management LP 0.06% New 3,964 $211K
Rooted Wealth Advisors, Inc. 0.10% New 4,052 $210K
Philadelphia Trust Co. 0.02% No change 4,062 $210K
First Financial Bankshares Inc 0.00% Reduce -66.3% 4,069 $210K
Atlantic Union Bankshares Corp 0.02% Add +2.1% 4,052 $209K
Pinnacle Family Advisors, LLC 0.11% Reduce -18.1% 4,042 $209K
American National Bank & Trust Co. 0.05% — 4,033 $208K
Trust Co. of Vermont 0.01% Add +5.9% 4,031 $208K
Matrix Private Capital Group LLC 0.14% No change 4,019 $207K
Dopkins Wealth Management, LLC 0.12% New 4,015 $207K
Capital Insight Partners, LLC 0.04% Reduce -27.4% 4,010 $207K
West Michigan Advisors, LLC 0.07% New 4,003 $207K
HM Payson & Co. 0.00% Add +4.6% 3,944 $204K
Bison Wealth, LLC 0.03% New 3,942 $203K
Courier Capital LLC 0.01% Reduce -23.0% 3,940 $203K
Riversedge Advisors, LLC 0.05% New 3,938 $203K
Pinnacle Bancorp, Inc. 0.06% Add +0.1% 3,938 $203K
Keener Financial Planning LLC 0.14% Add +12.6% 3,930 $203K
Greenspring Advisors, LLC 0.05% Reduce -6.4% 3,906 $202K
Paladin Advisory Group, LLC 0.16% No change 3,898 $201K
Life Line Wealth Management LLC 0.08% New 3,882 $200K
Northwest Bank & Trust Co 0.18% No change 3,834 $198K
Front Row Advisors LLC 0.07% Add +30.3% 3,711 $191K
FSC Wealth Advisors, LLC 0.13% Add +121.5% 3,682 $190K
Glass Jacobson Investment Advisors llc 0.07% Reduce -9.4% 3,661 $189K
Hazlett, Burt & Watson, Inc. 0.11% Add +0.1% 3,403 $176K
Islay Capital Management, LLC 0.13% Reduce -1.1% 3,369 $174K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Add +138.1% 4,029 $173K
Smartleaf Asset Management LLC 0.03% Add +4.8% 3,354 $172K
Gradient Investments LLC 0.00% Reduce -41.4% 3,268 $169K
Riverview Trust Co 0.13% New 3,165 $163K
Cullen/Frost Bankers, Inc. 0.00% Reduce -50.8% 3,160 $163K
NorthRock Partners, LLC 0.01% Reduce -35.8% 3,080 $159K
Oliver Lagore Vanvalin Investment Group 0.05% Reduce -56.8% 3,042 $157K
Russell Investments Group, Ltd. 0.00% Add +1.1% 2,882 $149K
Aspire Private Capital, LLC 0.04% Reduce -47.1% 2,839 $147K
Northwest Investment Counselors, LLC 0.03% New 2,702 $139K
Indiana Trust & Investment Management Co 0.06% No change 2,652 $137K
Rise Advisors, LLC 0.07% Reduce -7.3% 2,643 $136K
Mendota Financial Group, LLC 0.08% No change 2,568 $133K
Pflug Koory, LLC 0.01% No change 2,554 $132K
Barrett & Company, Inc. 0.06% No change 2,529 $130K
Elevation Point Wealth Partners, LLC 0.01% Reduce -82.0% 24,082 $127K
Concord Wealth Partners 0.02% Add +0.4% 2,336 $121K
Semmax Financial Advisors Inc. 0.04% Reduce -31.5% 2,242 $120K
Sugarloaf Wealth Management, LLC 0.02% No change 2,288 $118K
Voisard Asset Management Group, Inc. 0.07% Reduce -66.8% 2,264 $117K
Register Financial Advisors LLC 0.06% New 2,233 $115K
Stephens Consulting, LLC 0.04% No change 2,219 $115K
Criterion Capital Advisors, LLC 0.07% Reduce -9.0% 2,142 $111K
Chesapeake Asset Management LLC 0.11% Reduce -7.8% 2,132 $110K
Global Assets Advisory, LLC 0.06% New 2,061 $107K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -14.5% 2,027 $105K
Glassman Wealth Services 0.02% Add +211.5% 1,953 $101K
Cardiff Park Advisors, LLC 0.01% No change 1,913 $99K
Farmers & Merchants Investments Inc. 0.00% Reduce -17.9% 1,877 $97K
IAG Wealth Partners, LLC 0.02% No change 1,831 $94K
Arax Advisory Partners 0.01% Reduce -62.4% 1,805 $93K
Kelly Financial Services LLC 0.03% Reduce -61.5% 1,753 $90K
Householder Group Estate & Retirement Specialist, LLC 0.03% Add +7.9% 1,712 $88K
North Star Investment Management Corp. 0.01% Add +204.4% 1,711 $88K
Anchor Investment Management, LLC 0.01% No change 1,678 $87K
West Paces Advisors Inc. 0.02% No change 1,676 $86K
Signature Resources Capital Management, LLC 0.08% No change 1,671 $85K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +270.7% 1,579 $81K
Motco 0.00% Add +29.1% 1,575 $81K
Mascoma Wealth Management LLC 0.02% Reduce -37.9% 1,508 $78K
Ransom Advisory, Ltd 0.04% — 1,467 $76K
Harbor Investment Advisory, LLC 0.01% Add +34.8% 1,463 $75K
Cambridge Trust Co. 0.00% Reduce -7.0% 1,377 $71K
TCTC Holdings, LLC 0.00% Reduce -13.5% 1,370 $71K
Horizons Wealth Management 0.05% No change 1,377 $70K
FSA Wealth Management LLC 0.03% Reduce -4.5% 1,348 $70K
Investors Research Corp 0.02% Add +6.2% 1,336 $69K
First Financial Corp. 0.03% No change 1,297 $67K
Carmichael Hill & Associates, Inc. 0.03% Add +4.9% 1,280 $66K
First Pacific Financial 0.02% Reduce -36.5% 1,248 $64K
Rothschild Investment LLC 0.00% Add +33.2% 1,245 $64K
Viewpoint Capital Management LLC 0.04% Add +29.2% 1,240 $64K
Global Financial Private Client, LLC 0.03% Reduce -20.4% 1,230 $64K
Center for Financial Planning, Inc. 0.01% Add +14.9% 1,232 $64K
Wolff Wiese Magana LLC 0.05% Add +56.1% 1,211 $62K
DHJJ Financial Advisors, Ltd. 0.03% No change 1,209 $62K
Cape Investment Advisory, Inc. 0.03% Reduce -61.0% 1,192 $62K
GPS Wealth Strategies Group, LLC 0.01% Add +963.4% 1,191 $61K
Kopp LeRoy C 0.03% — 1,150 $59K
Kopp Family Office, LLC 0.03% No change 1,150 $59K
Cassady Schiller Wealth Management, LLC 0.03% Add +20.3% 1,142 $59K
Silver Oak Securities, Incorporated 0.01% Reduce -67.8% 1,113 $57K
Pacifica Partners Inc. 0.03% No change 1,101 $57K
GW&K Investment Management, LLC 0.00% Add +35.2% 1,094 $56K
Piscataqua Savings Bank 0.05% No change 1,067 $55K
Fairman Group, LLC 0.05% Add +38.8% 1,062 $55K
Sanctuary Wealth Management, L.L.C. 0.04% No change 1,030 $53K
Provenance Wealth Advisors, LLC 0.01% Add +18.6% 1,013 $52K
Pingora Partners LLC 0.04% No change 1,000 $52K
American Capital Advisory, LLC 0.04% No change 1,050 $51K
Dunhill Financial, LLC 0.04% No change 986 $51K
Family Capital Trust Co 0.02% Add +18.0% 972 $50K
LFA - Lugano Financial Advisors SA 0.04% No change 957 $49K
Planning Capital Management Corp 0.03% No change 905 $47K
Provident Wealth Management, LLC 0.02% No change 874 $45K
HighMark Wealth Management LLC 0.03% No change 678 $45K
Beacon Capital Management, LLC 0.01% Reduce -18.4% 864 $45K
Atticus Wealth Management, LLC 0.01% Add +28.3% 856 $44K
Brown, Lisle/Cummings, Inc. 0.01% Reduce -42.2% 840 $43K
McClarren Financial Advisors, Inc. 0.03% Add +0.1% 817 $43K
Bromfield Sneider Wealth Advisors 0.03% No change 807 $42K
Janiczek Wealth Management, LLC 0.01% No change 785 $41K
Central Bank & Trust Co. 0.01% No change 776 $40K
Baldwin Wealth Partners LLC 0.00% Reduce -30.9% 764 $39K
Centennial Bank 0.02% No change 699 $36K
TD Waterhouse Canada Inc. 0.00% No change 691 $36K
Castleview Partners, LLC 0.02% Reduce -77.9% 682 $35K
Covestor Ltd 0.02% Reduce -6.0% 679 $35K
Laurel Wealth Advisors LLC 0.01% Reduce -72.4% 667 $34K
NFSG Corp 0.01% Reduce -2.5% 666 $34K
Centerpoint Advisors, LLC 0.01% Add +2.8% 635 $33K
LGT Financial Advisors LLC 0.04% Reduce -57.8% 618 $32K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 615 $32K
Valley Wealth Managers, Inc. 0.00% No change 614 $32K
Vima LLC 0.04% Reduce -37.0% 648 $32K
Sunbelt Securities, Inc. 0.00% Add +36.2% 594 $31K
Western Pacific Wealth Management, LP 0.02% Add +631.3% 585 $30K
Northwest Capital Management Inc 0.01% No change 581 $30K
Martin Currie Ltd. 0.00% Reduce -99.7% 527 $27K
Fernwood Investment Management, LLC 0.01% New 513 $26K
FRG Family Wealth Advisors LLC 0.01% New 506 $26K
MGB Wealth Management, LLC 0.01% No change 500 $26K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Add +27.2% 477 $25K
Blue Bell Private Wealth Management, LLC 0.01% Reduce -79.2% 482 $25K
Caldwell Sutter Capital, Inc. 0.01% No change 470 $24K
First PREMIER Bank 0.01% Add +13.3% 469 $24K
Union Savings Bank 0.01% No change 462 $24K
ESL Trust Services, LLC 0.01% New 460 $24K
Transcendent Capital Group LLC 0.01% Add +0.9% 450 $23K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 453 $23K
Beaird Harris Wealth Management, LLC 0.00% No change 431 $22K
Canton Hathaway, LLC 0.01% No change 425 $22K
Plante Moran Financial Advisors, LLC 0.00% Reduce -28.0% 420 $22K
HHM Wealth Advisors, LLC 0.00% Reduce -15.4% 407 $21K
Impact Partnership Wealth, LLC 0.01% Reduce -52.7% 394 $20K
Retirement Group, LLC 0.01% No change 392 $20K
Pin Oak Investment Advisors Inc. 0.02% No change 392 $20K
SRH Advisors, LLC 0.01% No change 384 $20K
First Personal Financial Services 0.00% No change 360 $19K
Iron Horse Wealth Management, LLC 0.01% No change 344 $18K
PSI Advisors, LLC 0.01% No change 329 $17K
SouthState Bank Corp 0.00% Add +64.8% 328 $17K
Legend Financial Advisors, Inc. 0.01% No change 312 $16K
Macroview Investment Management LLC 0.02% Reduce -1.6% 311 $16K
Evolution Advisers, Inc. 0.01% No change 300 $16K
Oakworth Capital, Inc. 0.00% No change 303 $16K
First Command Advisory Services, Inc. 0.00% Reduce -10.6% 311 $16K
CNB Bank 0.01% Add +43.3% 301 $16K
Clear Point Advisors Inc. 0.01% No change 299 $15K
Perritt Capital Management Inc 0.01% No change 291 $15K
Tyler-Stone Wealth Management 0.01% No change 291 $15K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 300 $15K
Future Financial Wealth Managment LLC 0.01% New 290 $15K
Main Street Group, LTD 0.01% Reduce -56.5% 276 $14K
TD Capital Management LLC 0.00% Reduce -96.5% 275 $14K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 270 $14K
Pacific Center for Financial Services 0.00% No change 269 $14K
Montag A & Associates Inc. 0.00% Reduce -90.8% 265 $14K
Dakota Community Bank & Trust NA 0.07% Reduce -82.2% 261 $13K
Bank of New Hampshire 0.00% No change 260 $13K
Bear Mountain Capital, Inc. 0.01% Reduce -40.7% 259 $13K
Proffitt & Goodson Inc. 0.00% No change 227 $12K
Nemes Rush Group LLC 0.00% Reduce -27.1% 218 $11K
McIlrath & Eck, LLC 0.00% No change 204 $11K
GoalVest Advisory LLC 0.00% Reduce -30.0% 201 $10K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -67.2% 200 $10K
Colonial Trust Advisors 0.00% Reduce -46.4% 200 $10K
Global Trust Asset Management, LLC 0.00% No change 190 $10K
Elevation Wealth Partners, LLC 0.00% No change 189 $10K
DecisionPoint Financial, LLC 0.00% No change 187 $10K
Archer Investment Corp 0.00% No change 177 $9K
Mine & Arao Wealth Creation & Management, LLC. 0.00% No change 168 $9K
Sittner & Nelson, LLC 0.00% No change 166 $9K
Morton Brown Family Wealth, LLC 0.00% Reduce -56.0% 147 $8K
AllSquare Wealth Management LLC 0.00% No change 140 $7K
Tucker Asset Management LLC 0.00% Reduce -58.2% 137 $7K
Ramirez Asset Management, Inc. 0.00% Add +54.5% 136 $7K
Clearstead Trust, LLC 0.00% Reduce -46.2% 135 $7K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.6% 129 $7K
Christopher J. Hasenberg, Inc 0.00% New 124 $6K
M&R Capital Management Inc. 0.00% No change 122 $6K
Robinswood Financial LLC 0.00% No change 117 $6K
AlphaMark Advisors, LLC 0.00% No change 116 $6K
Silicon Valley Capital Partners 0.00% New 115 $6K
WFA Asset Management Corp 0.00% New 112 $6K
Peoples Bank 0.00% No change 110 $6K
Game Plan Financial Advisors, LLC 0.00% No change 107 $6K
Kiely Wealth Advisory Group, Inc. 0.00% No change 96 $5K
Ogorek Anthony Joseph /NY/ 0.00% No change 98 $5K
PFS Partners, LLC 0.00% Reduce -4.0% 96 $5K
Addison Advisors LLC 0.00% Reduce -17.4% 95 $5K
Davis Capital Management 0.00% No change 94 $5K
Logan Capital Management Inc. 0.00% No change 88 $5K
Eagle Bay Advisors LLC 0.00% No change 79 $4K
Valley National Advisers Inc. 0.00% Reduce -9.9% 91 $4K
Mark Sheptoff Financial Planning, LLC 0.00% No change 77 $4K
Eukles Asset Management 0.00% No change 66 $3K
Hilltop National Bank 0.00% — 48 $2K
Milestone Investment Advisors LLC 0.00% No change 45 $2K
Clarity Asset Management, Inc. 0.00% Reduce -71.4% 44 $2K
Rice Partnership, LLC 0.00% New 44 $2K
Resources Management Corp. /CT/ 0.00% No change 37 $2K
Wiser Advisor Group LLC 0.00% Reduce -2.6% 37 $2K
NewSquare Capital LLC 0.00% New 37 $2K
Valued Wealth Advisors LLC 0.00% Reduce -57.1% 33 $2K
Anfield Capital Management, LLC 0.00% New 25 $1K
Your Advocates Ltd., LLP 0.00% No change 25 $1K
Breakwater Investment Management 0.00% — 24 $1K
Lindbrook Capital, LLC 0.00% Reduce -4.8% 20 $1K
Caitlin John, LLC 0.00% No change 19 $980
Clean Yield Group 0.00% New 13 $671
CBIZ Investment Advisory Services, LLC 0.00% New 10 $516
Naples Money Management LLC 0.00% New 8 $413
Angeles Wealth Management, LLC 0.00% New 8 $413
Bare Financial Services, Inc 0.00% New 6 $310
Abich Financial Wealth Management LLC 0.00% Add +0.0% 6 $310
Dogwood Wealth Management LLC 0.00% No change 3 $158
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 2 $104
Arlington Trust Co LLC 0.00% Reduce -95.3% 2 $103
Prestige Wealth Management Group LLC 0.00% No change 1 $52
GHP Investment Advisors, Inc. 0.00% Add +0.0% 1 $36
HBC Financial Services, PLLC 0.00% No change 11 $0
Coston, McIsaac & Partners 0.00% No change 12 $0

"% of holder's portfolio" is IEMG's weight in each manager's 13F, not the share of iShares Core MSCI Emerging the manager owns.