iShares Core MSCI EmergingIEMGETF

13F holders, Q2 2024 (June 30)
1,705holders +51
113new positions
69sold out
6famous investors
$53.52avg. 13F price*

At the end of Q2 2024, 1,705 institutions reported holding iShares Core MSCI Emerging (IEMG) in their 13F filings, up 51 from Q1 2024. 113 opened new positions and 69 sold out. The largest holders were Bank of America Corp. ($7.8B), Morgan Stanley ($4.1B) and Creative Planning ($3.8B). 6 famous investors held it, including Ray Dalio (5.2% of Bridgewater Associates's portfolio), Joel Greenblatt (0.5% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 → Q2 2024

InstitutionsTotal Value
New Positions113$89.9M
Exits69$102.0M

All 13F filers, Q1 2024 → Q2 2024: 93,728,974 shares bought and 45,573,602 shares sold, net +48,155,372 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,705 holders

Bank of America Corp. 0.75% Add +1.1% 146,384,333 $7.8B
Morgan Stanley 0.32% Add +14.9% 76,468,388 $4.1B
Creative Planning 4.01% Reduce -1.6% 70,228,721 $3.8B
Wells Fargo & Company 0.64% Add +0.2% 46,540,004 $2.5B
Tiaa Trust, National Association 6.77% Add +12.0% 41,040,165 $2.2B
Goldman Sachs Group Inc. 0.43% Add +6.5% 40,728,298 $2.2B
Wealthfront Advisers LLC 6.67% Add +3.2% 37,052,523 $2.0B
Envestnet Asset Management Inc. 0.62% Add +54.0% 33,066,167 $1.8B
JPMorgan Chase & Co. 0.14% Add +6.5% 31,235,624 $1.7B
BlackRock Inc. 0.04% Add +0.1% 30,764,232 $1.6B
US Bancorp \de 1.79% Add +1.1% 24,469,863 $1.3B
LPL Financial LLC 0.63% Add +16.0% 23,657,320 $1.3B
Bridgewater Associates 5.22% Reduce -0.0% 18,662,013 $999.0M
Jane Street Group, LLC 1.07% Reduce -52.1% 18,415,243 $985.8M
Northwestern Mutual Wealth Management Co. 0.87% Add +1.3% 16,429,282 $879.5M
Charles Schwab Investment Management Inc. 0.16% Add +331.7% 16,013,455 $857.2M
UBS Group AG 0.26% Reduce -0.1% 15,854,214 $848.7M
FMR LLC 0.05% Reduce -1.8% 15,331,206 $820.7M
Raymond James & Associates 0.53% Add +2.6% 15,034,476 $804.8M
M&T Bank Corp 2.09% Reduce -5.0% 11,440,231 $612.4M
PNC Financial Services Group, Inc. 0.40% Reduce -3.7% 11,226,951 $601.0M
Envestnet Portfolio Solutions, Inc. 1.96% Add +21.5% 10,490,651 $561.6M
Betterment LLC 1.26% Reduce -4.0% 9,058,592 $484.9M
Assetmark, Inc. 1.44% Reduce -0.2% 8,719,782 $466.8M
Bank of Montreal 0.14% Add +52.5% 8,410,401 $452.5M
Alliancebernstein L.P. 0.15% Reduce -0.1% 8,280,982 $443.3M
Retirement Systems of Alabama 1.57% No change 7,584,431 $406.0M
Asset Management One Co., Ltd. 1.49% Reduce -4.5% 7,293,507 $390.4M
Citigroup Inc. 0.35% Add +4.8% 6,745,534 $361.1M
Bank of New York Mellon Corp 0.06% Add +2.8% 6,296,468 $337.0M
Jordan Park Group LLC 25.10% Add +8.0% 6,125,235 $327.9M
State Street Corp. 0.01% Add +4.1% 5,999,606 $321.2M
Victory Capital Management Inc. 0.32% Reduce -3.7% 5,930,546 $317.5M
Mariner, LLC 0.58% Add +6.6% 5,575,054 $298.4M
Sei Investments Co. 0.42% Add +2.0% 5,567,752 $298.0M
Captrust Financial Advisors 0.96% Add +12.1% 5,545,890 $296.9M
Royal Bank of Canada 0.07% Add +7.0% 5,421,169 $290.2M
Moneta Group Investment Advisors LLC 4.46% Add +4.0% 5,214,441 $279.1M
Nationwide Fund Advisors 29.54% Reduce -0.7% 5,062,920 $271.0M
Municipal Employees' Retirement System of Michigan 3.54% Reduce -39.8% 4,773,111 $255.5M
United Services Automobile Association 6.04% Reduce -1.5% 4,448,709 $238.1M
Ballentine Partners, LLC 4.22% Reduce -5.0% 4,265,749 $228.3M
Old Mission Capital LLC 5.95% Reduce -41.3% 4,236,430 $226.8M
National Bank of Canada 0.35% Add +1029.6% 4,189,275 $224.7M
Members Trust Co 6.54% Reduce -2.1% 4,026,735 $215.6M
Cerity Partners LLC 0.53% Add +13.4% 3,679,687 $197.0M
Elo Mutual Pension Insurance Co 4.56% Reduce -5.5% 3,638,800 $194.8M
HighTower Advisors, LLC 0.29% Reduce -10.0% 3,555,721 $190.2M
Stifel Financial Corp. 0.21% Add +6.8% 3,499,423 $187.3M
Haverford Trust Co 1.90% Reduce -3.0% 3,372,577 $180.5M
Partners Capital Investment Group, LLP 3.05% Add +115.7% 3,373,131 $180.3M
Franklin Resources Inc. 0.05% Reduce -12.0% 3,273,247 $175.2M
Mirae Asset Global Investments Co., Ltd. 0.86% Add +64.5% 3,237,150 $172.9M
Cetera Investment Advisers 0.39% Add +19.3% 3,166,529 $169.5M
Corient Private Wealth LP 0.29% Reduce -17.9% 3,145,941 $168.4M
Matson Money. Inc. 5.53% Reduce -0.0% 3,107,117 $166.3M
Nuveen Asset Management, LLC 0.05% Add +5.8% 3,056,766 $163.6M
Blue Trust, Inc. 2.02% Reduce -1.0% 2,851,354 $147.1M
Valeo Financial Advisors, LLC 4.56% Add +3.2% 2,724,448 $145.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 4.35% Add +29.9% 2,715,936 $145.4M
Susquehanna International Group, LLP 0.26% Add +375.4% 2,688,607 $143.9M
United Capital Financial Advisors, LLC 1.22% Add +13.5% 2,653,726 $142.1M
Stairway Partners, LLC 11.08% Add +1.3% 2,635,933 $141.1M
Keybank National Association 0.57% Add +0.3% 2,605,101 $139.5M
Alesco Advisors, LLC, An ESL Co 4.50% Reduce -1.4% 2,566,652 $137.4M
MML Investors Services, LLC 0.55% Add +36.1% 2,559,054 $137.0M
Ameriprise Financial Inc. 0.04% Add +4.6% 2,516,282 $134.3M
Osaic Holdings, Inc. 0.31% Add +3.7% 2,430,768 $130.2M
CI Investments Inc. 0.49% Add +9.7% 2,313,606 $123.8M
Raymond James Financial Services Advisors, Inc. 0.17% Reduce -3.6% 2,215,451 $118.6M
First Citizens Bank & Trust Co. 2.22% Reduce -0.9% 2,198,440 $117.7M
Mill Creek Capital Advisors, LLC 2.99% Add +25.3% 2,195,615 $117.5M
Halbert Hargrove Global Advisors, LLC 6.79% Add +0.1% 2,161,393 $115.7M
Deutsche Bank AG 0.05% Reduce -2.0% 2,079,712 $111.3M
Elm Partners Management LLC 8.44% Reduce -7.2% 2,051,918 $109.8M
Hirtle & Co., LLC 5.50% Reduce -1.4% 2,046,027 $109.5M
Baird Financial Group, Inc. 0.22% Add +1.2% 2,017,005 $108.0M
Park Avenue Securities LLC 1.31% Add +134.1% 2,008,368 $107.5M
Manufacturers Life Insurance Company, The 0.10% Add +31.5% 2,000,299 $106.8M
J. Safra Sarasin Holding AG 1.95% — 1,993,237 $106.7M
Cwm, LLC 0.50% Add +78.1% 1,988,620 $106.5M
Lockheed Martin Investment Management Co. 6.10% Add +52.8% 1,967,500 $105.3M
Dynasty Wealth Management, LLC 3.09% Add +102.5% 1,955,601 $104.7M
Factory Mutual Insurance Co. 1.19% No change 1,950,000 $104.4M
Commonwealth Equity Services, LLC 0.16% Add +0.9% 1,940,779 $103.9M
Lincoln National Corp. 3.45% Reduce -6.6% 1,908,913 $102.2M
Avantax Advisory Services, Inc. 0.73% Add +30.6% 1,906,170 $102.0M
Federation des caisses Desjardins du Quebec 0.53% Reduce -4.1% 1,843,497 $98.7M
University of Pittsburgh - Of the Commonwealth System of Higher Education 99.75% Reduce -0.2% 1,837,281 $98.3M
Quotient Wealth Partners, LLC 3.43% Add +90.6% 1,828,342 $97.9M
Financiere des Professionnels - Fonds d'investissement inc. 7.41% Add +1.1% 1,759,548 $94.6M
Janney Montgomery Scott LLC 0.27% Add +98.6% 1,650,512 $88.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.64% Reduce -0.1% 1,634,555 $87.5M
Wealthspire Advisors, LLC 1.09% Reduce -0.7% 1,587,581 $85.0M
1832 Asset Management L.P. 0.15% Reduce -21.1% 1,554,685 $83.2M
Nepc LLC 2.73% Add +0.9% 1,546,393 $82.8M
Principal Financial Group Inc. 0.05% Add +1.1% 1,522,441 $81.5M
Citizens Financial Group Inc. 1.81% Add +12.4% 1,520,184 $81.4M
Truist Financial Corp. 0.12% Reduce -5.3% 1,497,274 $80.1M
Wharton Business Group, LLC 4.12% Add +0.1% 1,491,549 $79.8M
MAI Capital Management 0.78% Add +0.4% 1,481,928 $79.3M
State of Wisconsin Investment Board 0.21% Add +0.2% 1,475,200 $79.0M
Passaic Partners LLC 11.19% Add +2.2% 1,421,816 $76.1M
Fifth Third Bancorp 0.29% Reduce -3.4% 1,413,051 $75.6M
Wealth Enhancement Advisory Services, LLC 0.18% Add +9.8% 1,400,897 $75.0M
Pathstone Holdings, LLC 0.33% Add +3.8% 1,374,079 $73.6M
Neuberger Berman Group LLC 0.06% Add +4.4% 1,324,433 $70.9M
Modera Wealth Management, LLC 1.04% Reduce -1.3% 1,320,767 $70.7M
SigFig Wealth Management, LLC 2.63% Add +0.2% 1,313,149 $70.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.17% — 1,305,339 $69.9M
Alaska Permanent Capital Management, LLC 5.70% Reduce -10.0% 1,242,371 $66.7M
Comerica Bank 0.27% Add +1.2% 1,232,491 $66.0M
MCF Advisors LLC 4.94% Add +1.4% 1,218,187 $65.2M
Destination Wealth Management 2.13% Add +0.2% 1,201,914 $64.3M
Bessemer Group Inc. 0.11% Add +21.3% 1,177,851 $63.1M
Full Sail Capital, LLC 4.24% Add +5.9% 1,177,590 $63.0M
Cresset Asset Management, LLC 0.26% Reduce -5.2% 1,163,874 $62.3M
Buckingham Strategic Wealth, LLC 0.64% Add +2.1% 1,153,964 $61.8M
First Hawaiian Bank 2.04% Add +5.1% 1,127,605 $60.4M
Nisa Investment Advisors, LLC 0.38% No change 1,126,893 $60.3M
Retirement Investment Advisors, Inc. 7.01% — 1,078,350 $57.7M
Fusion Family Wealth, LLC 5.87% Add +3.0% 1,076,098 $57.6M
Allianz Asset Management GmbH 0.09% Add +147.0% 1,070,100 $57.3M
Adventist Health System/ West 9.28% No change 1,067,519 $57.1M
Greenleaf Trust 0.53% Add +7.3% 1,037,887 $55.6M
Aspiriant, LLC 2.15% Reduce -0.8% 985,169 $52.7M
Clarius Group, LLC 3.69% Reduce -0.2% 973,560 $52.1M
Whittier Trust Co. of Nevada Inc. 1.44% Add +2.5% 968,577 $51.8M
Sanctuary Advisors, LLC 0.37% — 995,396 $51.6M
GenTrust, LLC 2.76% Add +8.9% 949,923 $50.8M
Choreo, LLC 0.83% Add +52.3% 920,078 $49.4M
Stratos Wealth Partners, LTD. 0.79% Add +0.9% 915,420 $49.0M
Thrivent Financial for Lutherans 0.10% Add +11.6% 909,240 $48.7M
Brown Advisory Inc. 0.06% Reduce -2.6% 902,235 $48.3M
Allspring Global Investments Holdings, LLC 0.08% Reduce -17.1% 897,077 $48.0M
Cliftonlarsonallen Wealth Advisors, LLC 1.02% Reduce -0.1% 889,670 $47.6M
Citadel Advisors 0.05% Reduce -13.6% 874,791 $46.8M
Midland Wealth Advisors, LLC 2.77% Add +2.8% 872,710 $46.7M
Meeder Advisory Services, Inc. 3.27% Add +31.8% 862,444 $46.2M
AE Wealth Management LLC 0.46% Reduce -19.3% 860,646 $46.1M
Whittier Trust Co. 0.64% Add +1.9% 848,781 $45.4M
Atria Investments, Inc 0.59% Add +30.6% 844,336 $45.2M
Heritage Wealth Advisors 1.99% Add +2.2% 825,064 $44.2M
Regions Financial Corp. 0.33% Reduce -9.5% 800,104 $42.8M
Southern Farm Bureau Life Insurance 6.97% No change 790,499 $42.4M
Rockefeller Capital Management L.P. 0.12% Reduce -0.1% 778,359 $41.7M
Capital Analysts, LLC 1.84% Add +4.9% 775,525 $41.5M
Gotham Asset Management 0.53% Add +22.9% 762,314 $40.8M
Disciplina Capital Management LLC 6.72% Add +70.1% 558,156 $40.5M
Monashee Investment Management LLC 5.28% Add +17.0% 756,100 $40.5M
Becker Capital Management Inc. 1.38% Add +1.4% 749,805 $40.1M
Financial Counselors Inc. 0.63% Add +8.5% 732,175 $39.2M
Savant Capital, LLC 0.39% Reduce -8.2% 722,741 $38.7M
HSBC Holdings PLC 0.02% Add +40.5% 714,226 $38.2M
Litman Gregory Wealth Management LLC 3.39% Reduce -24.5% 714,169 $38.2M
University of Massachusetts Foundation, Inc. 15.70% No change 700,928 $37.5M
Signaturefd, LLC 0.75% Reduce -5.0% 691,872 $37.0M
CKW Financial Group 4.71% Reduce -1.2% 688,575 $36.9M
National Philanthropic Trust 0.70% Reduce -10.9% 687,994 $36.8M
Cobblestone Capital Advisors LLC 2.27% Add +5.2% 687,782 $36.8M
Focus Partners Advisor Solutions, LLC 0.97% Reduce -1.9% 686,950 $36.8M
Octavia Wealth Advisors, LLC 4.81% Add +6.6% 659,322 $35.3M
Sompo Asset Management Co., Ltd. 5.89% Add +0.1% 650,590 $34.8M
Wescott Financial Advisory Group, LLC 4.03% Add +1.7% 647,878 $34.7M
TD Private Client Wealth LLC 1.09% Reduce -2.5% 645,325 $34.5M
NorthCoast Asset Management LLC 0.29% Add +41.7% 640,970 $34.3M
Jones Financial Companies LLLP 0.04% Add +9.7% 634,175 $33.9M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -9.6% 622,222 $33.3M
NewEdge Advisors, LLC 0.24% Add +94.8% 620,560 $33.2M
Wedmont Private Capital 2.08% Add +7.6% 592,353 $33.0M
Cambridge Investment Research Advisors, Inc. 0.12% Add +22.3% 615,851 $33.0M
JB Capital LLC 2.06% Add +135.6% 613,809 $32.9M
Global Strategic Investment Solutions, LLC 3.96% Reduce -8.3% 612,303 $32.8M
Integrated Wealth Concepts LLC 0.44% Add +33.5% 606,408 $32.5M
Johnson Financial Group, Inc. 1.57% Add +24.9% 604,041 $32.3M
Commerce Bank 0.21% Add +10.4% 602,951 $32.3M
Quent Capital, LLC 3.54% Add +8.6% 601,022 $32.2M
Abound Wealth Management 11.77% Add +4.5% 596,226 $31.9M
Robertson Stephens Wealth Management, LLC 1.67% Add +8.3% 594,531 $31.8M
MPS Loria Financial Planners, LLC 10.17% Reduce -1.7% 589,561 $31.6M
Syon Capital LLC 2.90% Add +6.4% 588,779 $31.5M
Orion Porfolio Solutions, LLC 0.33% Add +10.8% 587,396 $31.4M
Orion Portfolio Solutions, LLC 0.33% Add +10.8% 587,396 $31.4M
Flow Traders U.S. LLC 1.55% Reduce -15.8% 585,905 $31.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.37% Reduce -7.9% 584,470 $31.3M
Connable Office Inc. 3.34% Add +2.1% 580,170 $31.1M
Financial Synergies Wealth Advisors, Inc. 4.17% Add +3.2% 578,167 $30.9M
EP Wealth Advisors, LLC 0.33% Add +720.5% 573,095 $30.7M
Chai Trust Co. LLC 4.71% Add +3.1% 571,419 $30.6M
Focus Partners Wealth 0.10% Add +698.1% 566,323 $30.3M
Principal Securities, Inc. 0.82% Add +15.4% 556,479 $29.8M
Connecticut Wealth Management, LLC 1.52% Reduce -5.5% 548,415 $29.4M
Sequoia Financial Advisors, LLC 0.35% Add +5.8% 543,017 $29.1M
Aaron Wealth Advisors LLC 3.97% Add +3.5% 533,778 $28.6M
MBL Wealth, LLC 3.18% Add +2.6% 530,489 $28.4M
Cape Cod Five Cents Savings Bank 2.73% Add +3.5% 527,704 $28.2M
Merit Financial Group, LLC 0.62% Add +16.0% 525,867 $28.1M
First Foundation Advisors 1.06% Add +5.5% 518,797 $27.8M
BLB&B Advisors, LLC 1.51% Reduce -15.8% 513,705 $27.5M
Kestra Investment Management, LLC 1.84% — 505,780 $27.1M
MassMutual Private Wealth & Trust, FSB 0.81% Add +5.2% 499,653 $26.7M
Alaska Wealth Advisors, LLC 4.08% Reduce -2.0% 491,257 $26.3M
Glenmede Trust Co. NA 0.13% Reduce -2.3% 488,853 $26.2M
Quadrant Capital Group LLC 1.94% Add +0.5% 488,624 $26.2M
Nottingham Advisors, Inc. 3.08% Add +1.3% 485,921 $26.0M
Kestra Advisory Services, LLC 0.14% Add +56.0% 480,363 $25.7M
Ironwood Wealth Management, LLC. 8.26% Reduce -4.0% 472,606 $25.3M
Sumitomo Life Insurance Co. 0.58% Add +6.5% 507,400 $25.1M
Brand Asset Management Group, Inc. 10.60% Add +2.2% 468,954 $25.1M
Magnus Financial Group LLC 2.79% Add +0.9% 461,670 $24.7M
Swan Global Investments, LLC 1.23% Reduce -3.1% 460,000 $24.6M
Edge Capital Group, LLC 1.19% Reduce -2.8% 458,978 $24.6M
Northern Trust Corp. 0.00% Reduce -6.0% 457,631 $24.5M
Ritholtz Wealth Management 0.80% Add +1.1% 452,966 $24.2M
Shepherd Financial Partners LLC 3.09% Add +1.3% 447,499 $24.0M
Vicus Capital 2.16% Add +1.1% 445,721 $23.9M
Olympus Wealth Management, LLC 7.25% Add +50.8% 433,298 $23.2M
First Financial Bank - Trust Division 2.28% Add +5.5% 432,857 $23.2M
SVB Wealth LLC 0.56% Reduce -10.2% 423,650 $22.7M
New York Life Investment Management LLC 0.23% Add +482.1% 422,922 $22.6M
Raymond James Trust N.A. 0.53% Add +3.0% 422,247 $22.6M
TFC Financial Management, Inc. 3.89% Add +6.0% 414,353 $22.2M
Gallagher Fiduciary Advisors, LLC 4.97% Add +8.7% 414,104 $22.2M
Bridges Investment Management Inc. 0.34% Add +12.3% 412,220 $22.1M
Foster Group, Inc. 0.87% Add +5.1% 411,594 $22.0M
RiverFront Investment Group, LLC 0.58% Add +11.6% 407,079 $21.8M
Spire Wealth Management 0.77% Reduce -3.4% 407,743 $21.7M
Foundations Investment Advisors, LLC 0.53% Add +162.8% 404,638 $21.7M
Bartlett & Co. Wealth Management LLC 0.33% Add +4.9% 403,944 $21.6M
Wellspring Financial Advisors, LLC 2.42% Add +20.9% 402,912 $21.6M
Prudential Financial Inc. 0.03% Add +10.2% 394,954 $21.1M
Red Cedar Investment Management, LLC 2.85% Add +0.7% 390,850 $20.9M
Exencial Wealth Advisors, LLC 0.79% Add +5.0% 390,524 $20.9M
SPC Financial, Inc. 1.91% Add +726.0% 385,434 $20.6M
Hackensack Meridian Health, Inc. 2.75% No change 385,000 $20.6M
Proquility Private Wealth Partners, LLC 6.93% Add +1.2% 379,551 $20.3M
Viewpoint Investment Partners Corp. 17.69% Reduce -22.2% 377,200 $20.2M
Legacy Edge Advisors, LLC 3.72% Add +22.3% 376,777 $20.2M
McKinley Carter Wealth Services, Inc. 1.27% Add +1.5% 372,518 $19.9M
Atria Wealth Solutions, Inc. 0.22% Add +58.6% 370,652 $19.8M
OneDigital Investment Advisors LLC 0.25% Reduce -2.3% 368,375 $19.7M
Financial Management Professionals, Inc. 2.69% Add +78.0% 365,924 $19.6M
Mutual of America Capital Management LLC 0.21% No change 363,035 $19.4M
Rehmann Capital Advisory Group 1.39% Reduce -0.9% 361,502 $19.4M
Auto-Owners Insurance Co 0.51% No change 360,000 $19.3M
Coldstream Capital Management Inc. 0.47% Reduce -6.0% 358,532 $19.2M
Parallel Advisors, LLC 0.49% Add +3.9% 355,120 $19.0M
UMB Bank, n.a. 0.31% Add +3.3% 354,154 $19.0M
Cambridge Associates LLC /Ma/ 0.87% Reduce -10.3% 354,016 $19.0M
Lowe Brockenbrough & Co. Inc. 1.24% Add +2.8% 348,443 $18.7M
Tortoise Investment Management, LLC 2.12% Add +2.6% 346,582 $18.6M
Equitable Holdings, Inc. 0.19% Add +7.6% 345,254 $18.5M
Blueprint Investment Partners LLC 3.95% Add +90.8% 340,743 $18.2M
Towercrest Capital Management 3.00% Add +9.7% 340,288 $18.2M
Capital Advisors Inc. 0.38% Add +0.9% 339,395 $18.2M
Orgel Wealth Management, LLC 0.48% Reduce -0.8% 335,625 $18.0M
Rockbridge Investment Management, LCC 2.55% Add +4.8% 335,508 $18.0M
Private Advisor Group, LLC 0.12% Add +4.2% 334,676 $17.9M
iA Global Asset Management Inc. 0.34% Reduce -9.5% 332,385 $17.8M
Smithfield Trust Co 0.92% Reduce -0.9% 327,227 $17.5M
Rock Creek Group LLC 2.30% Reduce -15.1% 322,426 $17.3M
Sterling Investment Advisors LLC 10.51% Reduce -3.0% 321,653 $17.2M
WASHINGTON TRUST Co 0.62% Reduce -2.9% 318,301 $17.0M
Glenview Trust Co 0.34% Reduce -2.9% 317,434 $17.0M
Elgethun Capital Management 4.25% Reduce -1.9% 314,814 $16.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.11% No change 309,600 $16.6M
Sentinel Trust Co. Lba 2.01% No change 306,183 $16.4M
Crescent Grove Advisors, LLC 1.79% Add +4.0% 305,313 $16.3M
Steward Partners Investment Advisory, LLC 0.17% Add +11.4% 302,850 $16.2M
Lake Street Advisors Group, LLC 0.77% Add +3.5% 299,647 $16.0M
Marcum Wealth, LLC 1.61% Reduce -0.1% 299,313 $16.0M
MTC Wealth Management LLC 7.61% Reduce -2.2% 298,571 $16.0M
Oak Root LLC 2.13% Add +1.6% 298,545 $16.0M
Bank of Hawaii 0.73% Reduce -2.1% 295,433 $15.8M
Tarbox Family Office, Inc. 2.78% Reduce -1.7% 294,798 $15.8M
Custos Family Office, LLC 6.24% Add +28.1% 291,938 $15.6M
WealthPLAN Partners, LLC 1.67% Add +9.1% 291,241 $15.6M
Blair William & Co. 0.05% Add +5.1% 289,800 $15.5M
Beacon Pointe Advisors, LLC 0.18% Reduce -6.8% 288,720 $15.5M
IFP Advisors, Inc 0.61% Add +8.9% 287,994 $15.4M
Venturi Wealth Management, LLC 0.91% Add +7.4% 287,497 $15.4M
Kestra Private Wealth Services, LLC 0.31% Add +1.6% 287,041 $15.4M
Schneider Downs Wealth Management Advisors, LP 3.36% Add +2.5% 282,236 $15.1M
Geisinger Health 4.38% Add +0.9% 281,658 $15.1M
Running Point Capital Advisors, LLC 6.10% Add +2.3% 275,713 $14.8M
Concurrent Investment Advisors, LLC 0.49% Add +4.0% 275,460 $14.7M
Institutional & Family Asset Management, LLC 2.26% Reduce -0.4% 274,953 $14.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% No change 274,682 $14.7M
Sage Advisory Services, Ltd.Co. 4.10% Reduce -2.3% 273,032 $14.6M
LMCG Investments, LLC 0.85% Add +3.9% 273,005 $14.6M
Austin Private Wealth, LLC 1.55% Add +151.7% 268,907 $14.4M
Avantax Planning Partners, Inc. 0.46% Reduce -61.6% 268,680 $14.4M
Wellington Management Group LLP 0.00% Reduce -1.1% 265,689 $14.2M
Cascade Financial Partners, LLC 1.87% Reduce -2.6% 265,657 $14.2M
Marion Wealth Management 4.17% Add +3.2% 265,139 $14.2M
Condor Capital Management 1.35% Add +0.0% 264,467 $14.2M
FDx Advisors, Inc. 3.90% Reduce -5.3% 263,441 $14.1M
Strategic Investment Advisors / MI 1.71% Add +8.8% 262,114 $14.0M
RKL Wealth Management LLC 1.33% Add +3.0% 256,923 $13.8M
WealthShield Partners, LLC 2.09% Add +20.4% 256,441 $13.7M
Appleton Partners Inc. 1.05% Add +2.3% 255,355 $13.7M
Alaska Permanent Fund Corp 0.20% No change 251,000 $13.5M
Shakespeare Wealth Management, LLC 3.87% Reduce -13.5% 250,394 $13.4M
Hancock Whitney Corp. 0.45% Reduce -12.0% 249,754 $13.4M
Synovus Financial Corp. 0.18% Reduce -4.3% 248,610 $13.3M
Financial Engines Advisors L.L.C. 0.03% Reduce -5.8% 248,484 $13.3M
Mercer Global Advisors Inc. 0.04% Reduce -2.0% 246,593 $13.2M
Cornerstone Partners Capital Management, LLC 7.49% Reduce -91.8% 246,310 $13.2M
Strategic Investment Management, LLC 14.11% Reduce -49.1% 245,743 $13.2M
Guidance Capital, Inc. 4.27% Reduce -4.2% 241,644 $13.0M
Fiducient Advisors LLC 1.79% Add +18.4% 242,752 $13.0M
Mesirow Financial Investment Management, Inc. 0.29% Reduce -1.9% 242,658 $13.0M
Atlanta Consulting Group Advisors, LLC 2.78% Add +199.7% 240,514 $12.9M
Strategic Advocates LLC 5.09% Add +3.9% 239,908 $12.8M
Frontier Asset Management, LLC 4.65% Reduce -0.4% 239,569 $12.8M
B. Riley Wealth Advisors, Inc. 0.32% Reduce -22.8% 234,637 $12.6M
Wealthspire Retirement, LLC 1.05% Reduce -1.4% 234,015 $12.5M
BSW Wealth Partners 2.04% Add +0.7% 231,746 $12.4M
Arkos Global Advisors 2.01% Add +4.3% 231,589 $12.4M
Regis Acquisition Inc. 7.47% Add +0.4% 228,782 $12.2M
Fairhaven Wealth Management, LLC 4.06% Add +5.7% 228,770 $12.2M
Resonant Capital Advisors, LLC 0.99% Add +2.7% 228,119 $12.2M
Chilton Capital Management LLC 0.54% Reduce -4.6% 226,622 $12.1M
Divergent Wealth Advisors 2.34% Reduce -1.4% 225,566 $12.1M
Farther Finance Advisors, LLC 0.58% Add +21.5% 224,750 $12.1M
St Germain D J Co. Inc. 0.58% Reduce -1.9% 225,027 $12.0M
Neumann Capital Management, LLC 4.10% Reduce -0.5% 222,933 $11.9M
Prime Capital Investment Advisors, LLC 0.18% Reduce -16.7% 222,743 $11.9M
Associated Banc-Corp 0.37% Reduce -0.3% 221,813 $11.9M
Wealthquest Corp 1.26% Add +9.1% 221,362 $11.8M
HUB Investment Partners, LLC 0.57% Add +2.3% 221,151 $11.8M
Galvin, Gaustad & Stein, LLC 1.11% Reduce -11.0% 220,141 $11.8M
Twele Capital Management, Inc. 2.67% Reduce -1.6% 219,979 $11.8M
Scotia Capital Inc. 0.07% Add +70.1% 219,736 $11.8M
Pictet Asset Management Holding SA 0.01% Reduce -45.9% 219,100 $11.7M
JFS Wealth Advisors, LLC 0.92% Reduce -1.5% 218,563 $11.7M
Perigon Wealth Management, LLC 0.34% Add +11.4% 218,530 $11.7M
Peapack Gladstone Financial Corp. 0.18% Add +11.3% 217,087 $11.6M
BBJS Financial Advisors, LLC 4.32% Reduce -4.1% 216,570 $11.6M
RPTC Inc. 2.37% Add +0.2% 215,432 $11.5M
Portland Global Advisors LLC 1.56% Add +5.6% 215,337 $11.5M
Acima Private Wealth, LLC 4.21% Add +51.7% 214,001 $11.5M
Inherent Group, LP 10.44% No change 213,405 $11.4M
Hengehold Capital Management LLC 1.18% Add +0.6% 211,480 $11.3M
Americana Partners, LLC 0.89% Add +5.7% 211,256 $11.3M
VAUGHAN & Co SECURITIES, INC. 7.12% Add +3.1% 210,747 $11.3M
Heck Capital Advisors, LLC 1.40% Add +80.5% 210,280 $11.3M
Grove Bank & Trust 1.80% Add +65.8% 209,801 $11.2M
PDS Planning, Inc 1.13% Add +2.6% 208,642 $11.2M
Summit Financial, LLC 0.51% Add +907.2% 207,418 $11.1M
Fifth Third Wealth Advisors LLC 0.84% Add +54.4% 206,134 $11.0M
Concentric Wealth Management, LLC 2.87% Add +2.4% 205,691 $11.0M
First Citizens Asset Management, Inc. 4.07% Reduce -0.2% 203,915 $10.9M
Smith & Howard Wealth Management, LLC 3.25% Add +0.2% 203,641 $10.9M
Icon Wealth Advisors, LLC 0.97% Add +113.7% 201,742 $10.9M
Long Run Wealth Advisors, LLC 2.75% Add +1.4% 202,731 $10.9M
Trek Financial, LLC 0.86% Add +20.5% 201,700 $10.8M
Lazard Asset Management LLC 0.01% Reduce -4.7% 201,520 $10.8M
Global Retirement Partners, LLC 0.34% Add +5.9% 201,502 $10.8M
Opus Capital Group, LLC 1.53% Add +1.2% 199,853 $10.7M
Pure Financial Advisors, LLC 0.29% Reduce -1.3% 197,452 $10.6M
Ascent Wealth Partners, LLC 1.52% Add +1.2% 194,382 $10.4M
Catalyst Financial Partners LLC 2.26% Add +4.0% 192,238 $10.3M
Facet Wealth, Inc. 0.32% Reduce -3.3% 194,587 $10.3M
Iowa State Bank 2.24% Add +4.2% 188,998 $10.1M
Wilshire Advisors LLC 5.03% Reduce -3.7% 187,358 $10.0M
Rwa Wealth Partners, LLC 0.13% Add +483.2% 186,816 $10.0M
Vestmark Advisory Solutions, Inc. 0.42% Add +116.5% 186,071 $10.0M
Clearwater Capital Advisors, LLC 1.05% Reduce -4.5% 185,115 $9.9M
Checchi Capital Advisers, LLC 0.78% Reduce -11.9% 185,099 $9.9M
Simplicity Wealth,LLC 0.22% Reduce -28.0% 185,053 $9.9M
McGlone Suttner Wealth Management, Inc. 2.03% Add +2.7% 195,349 $9.9M
Dynamic Advisor Solutions LLC 0.31% Add +26.5% 182,785 $9.8M
Invst, LLC 1.07% Add +179.7% 181,556 $9.7M
Beacon Harbor Wealth Advisors, Inc. 2.51% Add +3863.0% 180,316 $9.7M
Probity Advisors, Inc. 1.99% Reduce -7.8% 179,011 $9.6M
AMG National Trust Bank 0.26% Add +12.4% 177,688 $9.5M
Twin Focus Capital Partners, LLC 1.52% Reduce -0.4% 177,408 $9.5M
Turtle Creek Wealth Advisors, LLC 2.20% Add +14.1% 177,191 $9.5M
Columbia Bank 3.60% Add +3.9% 173,918 $9.3M
Financial Advocates Investment Management 0.58% Add +10.4% 173,716 $9.3M
Bryant Woods Investment Advisors, LLC 6.73% Add +16.2% 194,472 $9.3M
CW Advisors, LLC 0.15% Add +8.2% 171,337 $9.2M
Astoria Strategic Wealth, Inc. 2.81% Add +2.8% 169,577 $9.1M
Klingman & Associates, LLC 0.61% Add +2.5% 169,570 $9.1M
SteelPeak Wealth, LLC 0.42% Add +121.5% 166,384 $8.9M
Forvis Mazars Wealth Advisors, LLC 0.22% Reduce -2.1% 165,165 $8.8M
FinTrust Capital Advisors, LLC 1.61% Add +2.7% 164,923 $8.8M
Baron Silver Stevens Financial Advisors, LLC 1.69% Reduce -0.1% 164,851 $8.8M
Parkside Advisors LLC 2.25% Add +4.7% 164,365 $8.8M
Single Point Partners, LLC 15.06% Reduce -28.6% 164,353 $8.8M
Sharkey, Howes & Javer 1.40% Add +13.1% 162,258 $8.7M
Regis Management CO LLC 2.62% Add +0.0% 162,246 $8.7M
Macquarie Group Ltd. 0.01% Add +37.8% 161,211 $8.6M
Patriot Investment Management Group, Inc. 0.66% Reduce -0.1% 158,583 $8.5M
Allworth Financial LP 0.05% Reduce -2.0% 157,940 $8.5M
Composition Wealth, LLC 0.21% Reduce -0.8% 157,792 $8.4M
CFS Investment Advisory Services, LLC 0.68% Add +48.2% 157,583 $8.4M
Boston Financial Mangement LLC 0.27% Add +4.8% 156,953 $8.4M
Martel Wealth Advisors LLC 1.79% Add +0.7% 155,780 $8.3M
Ackerman Capital Advisors, LLC 2.21% Add +0.8% 155,594 $8.3M
ORG Partners LLC 1.03% New 154,192 $8.3M
Great Lakes Advisors, LLC 0.07% Add +6.1% 153,220 $8.2M
High Falls Advisors, Inc 1.99% Add +64.3% 153,208 $8.2M
Wakefield Asset Management LLLP 2.85% Reduce -4.0% 152,025 $8.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.90% Reduce -6.8% 151,868 $8.1M
Crestwood Advisors Group, LLC 0.17% Reduce -1.0% 151,842 $8.1M
Investure, LLC 0.99% Reduce -11.6% 151,319 $8.1M
Daiwa Securities Group Inc. 0.04% Add +21.2% 149,645 $8.0M
Evensky & Katz LLC 0.56% Reduce -0.7% 149,448 $8.0M
Physician Wealth Advisors, Inc. 1.47% Add +84.5% 143,734 $8.0M
Shelter Ins Retirement Plan 10.63% No change 148,902 $8.0M
GAMMA Investing LLC 1.08% Add +37.5% 148,707 $8.0M
Horst & Graben Wealth Management LLC 1.51% Add +123.7% 147,619 $7.9M
Sachem Hill LLC 1.69% Add +11.1% 147,113 $7.9M
Ieq Capital, LLC 0.11% Reduce -4.1% 145,885 $7.8M
Great Diamond Partners, LLC 1.83% Reduce -2.3% 145,473 $7.8M
Bank of Stockton 2.45% Reduce -10.3% 144,392 $7.7M
Webster Bank, N. A. 0.85% Add +0.6% 144,143 $7.7M
Acropolis Investment Management, LLC 0.49% Reduce -0.2% 144,072 $7.7M
Spectrum Wealth Counsel, LLC 0.97% Reduce -4.2% 143,159 $7.7M
Meridian Wealth Partners, LLC 1.35% Add +2.1% 143,154 $7.7M
Salomon & Ludwin, LLC 0.85% Reduce -23.2% 143,003 $7.7M
49 Wealth Management, LLC 1.51% New 142,518 $7.6M
Beirne Wealth Consulting Services, LLC 3.04% Add +41.6% 140,609 $7.5M
Mather Group, Llc. 0.09% Add +0.6% 143,604 $7.4M
Strategic Blueprint, LLC 0.50% Add +31.0% 138,213 $7.4M
Conning Inc. 0.28% No change 137,998 $7.4M
FIL Ltd 0.01% Reduce -5.0% 137,849 $7.4M
River Wealth Advisors LLC 1.06% Reduce -13.4% 137,514 $7.4M
New England Asset Management Inc. 1.28% No change 137,400 $7.4M
Community Bank, N.A. 0.97% Reduce -0.0% 137,234 $7.3M
Adaptive Financial Consulting, LLC 3.16% Reduce -1.1% 136,302 $7.3M
LBMC Investment Advisors, LLC 0.63% Reduce -1.9% 136,186 $7.3M
Everett Harris & Co. 0.09% Reduce -10.6% 135,415 $7.2M
Apollon Wealth Management, LLC 0.22% Reduce -21.1% 134,598 $7.2M
Brandywine Oak Private Wealth LLC 0.74% Add +1.7% 133,765 $7.2M
Stone House Investment Management, LLC 1.84% Add +93.9% 132,343 $7.1M
Matthew Goff Investment Advisor, LLC 1.44% Reduce -0.4% 131,515 $7.0M
Blue Edge Capital, LLC 1.16% Reduce -2.3% 131,240 $7.0M
Graybill Wealth Management, LTD. 2.82% Add +5.6% 129,730 $6.9M
Emerald Advisors, LLC 1.04% Add +5.7% 127,921 $6.8M
Advisory Services Network, LLC 0.14% Add +20.8% 127,756 $6.8M
Broadview Financial Management, LLC 4.97% Reduce -1.5% 127,479 $6.8M
ABLE Financial Group, LLC 2.47% Add +13.3% 127,462 $6.8M
VPR Management LLC 2.54% No change 126,800 $6.8M
Driehaus Capital Management LLC 0.07% Reduce -63.6% 126,067 $6.7M
Central Pacific Bank - Trust Division 0.84% Add +69.5% 125,977 $6.7M
Bell Investment Advisors, Inc 1.32% Add +1.9% 125,816 $6.7M
Guidance Point Advisors, LLC 2.18% Add +6.7% 124,818 $6.7M
GTS Securities LLC 0.14% New 124,287 $6.7M
Mission Wealth Management, LP 0.18% Reduce -34.4% 123,897 $6.6M
Hudson Capital Management LLC 2.30% New 123,113 $6.6M
Sigma Planning Corp 0.21% Add +16.0% 122,579 $6.6M
SageView Advisory Group, LLC 0.40% New 121,013 $6.5M
Roth Financial Partners LLC 2.77% Add +18.5% 120,041 $6.4M
Highland Capital Management, LLC 0.38% Reduce -1.9% 119,692 $6.4M
First Trust Advisors LP 0.01% Add +2.3% 119,563 $6.4M
Omega Financial Group, LLC 2.57% Add +6.2% 118,514 $6.3M
Wealth Alliance, LLC 0.82% Add +99.1% 118,307 $6.3M
Sowell Financial Services LLC 0.30% Add +2.2% 118,252 $6.3M
DT Investment Partners, LLC 0.56% Add +1740.9% 117,263 $6.3M
Brooklyn FI, LLC 2.44% Reduce -14.0% 116,652 $6.2M
Rovin Capital /Ut/ 2.60% Add +8.8% 116,592 $6.2M
WBH Advisory Inc. 0.63% Reduce -2.0% 116,578 $6.2M
Clearstead Advisors, LLC 0.11% Add +27.1% 116,528 $6.2M
Waterloo Capital, L.P. 0.75% Add +588.2% 116,498 $6.2M
Asset Dedication, LLC 0.43% Reduce -2.7% 116,439 $6.2M
Cornerstone Wealth Group, LLC 0.55% Add +2.9% 115,633 $6.2M
Nations Financial Group Inc, /Ia/ 0.50% Add +2.9% 115,401 $6.2M
One Capital Management, LLC 0.21% Reduce -7.8% 114,551 $6.1M
Snowden Capital Advisors LLC 0.18% Add +7.1% 114,099 $6.1M
Rogco, LP 2.47% Add +1.8% 113,283 $6.1M
Heritage Investors Management Corp. 0.21% Reduce -1.3% 112,318 $6.0M
Eq LLC 3.60% Add +4.3% 112,273 $6.0M
Avidian Wealth Enterprises, LLC 0.28% Add +8.9% 110,340 $5.9M
Texas Yale Capital Corp. 0.28% Add +0.3% 110,328 $5.9M
Black Diamond Financial, LLC 1.14% Add +27.5% 109,999 $5.9M
Cornerstone Management, Inc. 1.29% Reduce -4.5% 109,870 $5.9M
Nicolet Advisory Services, LLC 0.56% Reduce -9.7% 105,749 $5.8M
One Wealth Advisors, LLC 1.23% Add +147.8% 109,078 $5.8M
Tacita Capital Inc 4.04% Reduce -0.6% 106,881 $5.7M
City of London Investment Management Co. Ltd. 0.49% New 106,300 $5.7M
Keystone Financial Services 2.35% Add +86.6% 105,899 $5.7M
Klaas Financial Asset Advisors, LLC 1.04% Add +15.8% 105,727 $5.7M
Lwmg, LLC 1.19% Add +12.1% 105,664 $5.7M
Rothschild Wealth LLC 1.83% Add +58.0% 105,218 $5.6M
Missouri Trust & Investment Co 2.12% Reduce -1.5% 105,013 $5.6M
Axiom Investors LLC 0.05% Reduce -81.5% 103,500 $5.5M
Sigma Investment Counselors Inc. 0.35% Reduce -1.6% 103,370 $5.5M
Brookstone Capital Management 0.09% Add +91.5% 100,994 $5.5M
Quattro Financial Advisors LLC 1.44% Add +2.1% 102,804 $5.5M
Smith, Moore & Co. 0.57% Add +3.1% 102,685 $5.5M
Maia Wealth LLC 1.65% — 98,904 $5.5M
Boston Research & Management Inc. 1.38% Add +0.7% 101,887 $5.5M
Willis Johnson & Associates, Inc. 0.45% Reduce -2.8% 101,561 $5.4M
Sweeney & Michel, LLC 2.32% Reduce -0.7% 98,823 $5.4M
Ellevest, Inc. 0.33% Add +1.0% 101,307 $5.4M
TNF LLC 1.99% Add +1.4% 102,002 $5.4M
Ironsides Asset Advisors, LLC 1.79% Add +1.0% 100,389 $5.4M
Northwest & Ethical Investments L.P. 0.15% No change 100,300 $5.4M
Atlas Capital Advisors Inc. 0.70% Add +35.3% 100,216 $5.4M
Arbor Investment Advisors, LLC 0.78% Reduce -5.0% 99,812 $5.3M
Park Place Capital Corp 1.70% Add +69.8% 99,721 $5.3M
AXA S.A. 0.02% No change 98,000 $5.2M
Kingdom Financial Group LLC. 3.55% Reduce -25.0% 97,931 $5.2M
Mayflower Financial Advisors, LLC 0.86% Add +29.6% 97,552 $5.2M
FAS Wealth Partners, Inc. 0.45% Reduce -1.4% 97,185 $5.2M
Eldridge Investment Advisors, Inc. 1.29% Add +55.3% 95,920 $5.1M
Hamilton Capital, LLC 0.39% Reduce -22.2% 95,898 $5.1M
Titleist Asset Management, LLC 0.78% Add +2.2% 95,543 $5.1M
Fairview Capital Investment Management, LLC 0.28% Reduce -2.5% 94,365 $5.1M
Greenwood Capital Associates LLC 0.66% Reduce -29.3% 94,082 $5.0M
Crane Advisory, LLC 0.97% Add +0.5% 91,883 $5.0M
Stonebrook Private Inc. 1.44% Reduce -18.7% 93,603 $5.0M
Canopy Partners, LLC 2.33% Reduce -12.7% 93,594 $5.0M
Waverly Advisors, LLC 0.10% Add +3.4% 93,516 $5.0M
Evergreen Capital Management LLC 0.18% Reduce -16.1% 92,919 $5.0M
Harbour Capital Advisors, LLC 1.18% Reduce -4.3% 92,615 $5.0M
Simon Quick Advisors, LLC 0.35% Reduce -4.6% 92,670 $5.0M
&partners 0.22% Add +1273.1% 92,453 $4.9M
Swmg, LLC 2.19% Add +75.8% 92,090 $4.9M
Birchbrook, Inc. 2.94% Add +3.7% 91,705 $4.9M
Veery Capital, LLC 1.99% Add +4.6% 91,568 $4.9M
Concourse Financial Group Securities, Inc. 0.31% Add +124.4% 91,564 $4.9M
Circle Wealth Management, LLC 0.11% No change 91,066 $4.9M
Summit X, LLC 1.09% Add +162.0% 90,859 $4.9M
PAX Financial Group, LLC 0.95% Add +97.7% 90,885 $4.9M
Alera Investment Advisors, LLC 0.58% Reduce -31.2% 90,239 $4.8M
Tudor Investment Corporation 0.05% Add +1224.9% 89,763 $4.8M
Stephens Group Asset Management, LLC 0.44% Add +1.2% 89,672 $4.8M
Ashton Thomas Private Wealth, LLC 0.26% Add +2.2% 89,139 $4.8M
Dorsey & Whitney Trust CO LLC 0.33% Add +1.8% 88,919 $4.8M
Zuckerman Investment Group, LLC 0.55% Reduce -0.5% 88,909 $4.8M
Columbus Macro, LLC 1.84% Add +4.5% 88,095 $4.8M
Richard P Slaughter Associates Inc 1.12% Reduce -2.0% 88,652 $4.7M
New Hampshire Trust 1.08% Reduce -0.1% 88,145 $4.7M
Kickstand Ventures, Llc. 1.29% Add +3.7% 88,025 $4.7M
Armbruster Capital Management, Inc. 0.97% Add +15.9% 87,666 $4.7M
Lutz Financial Services LLC 0.41% Reduce -9.5% 87,386 $4.7M
JSF Financial, LLC 1.43% Add +1.9% 87,108 $4.7M
Highline Wealth Partners LLC 1.76% Add +6.4% 87,052 $4.7M
Cordgrass Capital Advisors, LLC 1.46% Add +2.3% 86,712 $4.6M
Lansing Street Advisors 1.93% Add +9.5% 86,629 $4.6M
Financial Council, LLC 2.59% Add +4.5% 86,482 $4.6M
Tsfg, LLC 1.08% Add +131.2% 86,092 $4.6M
Napatree Capital LLC 3.73% Add +6.6% 85,954 $4.6M
Bray Capital Advisors 1.15% Reduce -2.7% 85,762 $4.6M
Invera Wealth Advisors, LLC 4.71% Add +13.4% 82,619 $4.6M
Elevate Wealth Advisory, Inc. 3.71% Add +8.6% 85,357 $4.6M
Alliance Wealth Management Group 1.30% Add +16.8% 85,014 $4.6M
Vance Wealth, LLC 1.87% Reduce -15.1% 84,925 $4.5M
Pointe Capital Management LLC 2.82% Reduce -1.4% 84,804 $4.5M
Foundry Financial Group, Inc. 3.13% Reduce -46.9% 84,739 $4.5M
Ssi Investment Management LLC 1.79% Reduce -3.0% 84,503 $4.5M
Sage Rhino Capital LLC 1.07% Reduce -2.1% 83,724 $4.5M
Richard W. Paul & Associates, LLC 1.72% Add +6.1% 83,398 $4.5M
Southern Capital Advisors, LLC 2.76% Reduce -5.4% 83,384 $4.5M
Fairway Wealth LLC 2.62% Reduce -4.8% 83,004 $4.4M
Empower Advisory Group, LLC 0.02% Reduce -3.3% 82,566 $4.4M
Gladstone Institutional Advisory LLC 0.23% Add +7.2% 81,744 $4.4M
Fortitude Family Office, LLC 2.45% Add +38.8% 80,731 $4.3M
Ayalon Insurance Comp Ltd. 1.42% Add +0.1% 80,651 $4.3M
Keel Point, LLC 0.39% Add +1.6% 80,263 $4.3M
Ashton Thomas Securities, LLC 1.03% — 120,880 $4.3M
Emergent Wealth Advisors, LLC 3.43% Reduce -6.5% 78,605 $4.3M
NewEdge Wealth, LLC 0.09% Add +14.6% 79,428 $4.3M
Life Planning Partners, Inc 3.86% Add +6.2% 79,364 $4.2M
Interchange Capital Partners, LLC 1.55% Add +34.2% 78,650 $4.2M
Steele Capital Management, Inc. 0.23% Add +7.0% 78,310 $4.2M
YHB Investment Advisors, Inc. 0.36% Add +1.5% 78,224 $4.2M
Shelter Mutual Insurance Co 1.07% No change 77,114 $4.1M
Csenge Advisory Group 0.23% Reduce -20.2% 76,870 $4.1M
Signature Estate & Investment Advisors LLC 0.10% New 76,829 $4.1M
PrairieView Partners, LLC 0.46% Reduce -2.7% 76,721 $4.1M
Legacy Financial Group LLC 0.80% New 76,187 $4.1M
IFG Advisory, LLC 0.26% Add +43.0% 75,520 $4.0M
Peninsula Wealth, LLC 0.75% Reduce -24.6% 72,280 $4.0M
Grand Wealth Management, LLC 2.39% Reduce -7.8% 75,327 $4.0M
Segment Wealth Management, LLC 0.30% No change 75,005 $4.0M
Country Club Bank 0.28% Reduce -5.4% 75,086 $4.0M
Sunburst Financial Group, LLC 1.08% Add +0.4% 74,603 $4.0M
Halpern Financial, Inc. 1.10% Add +1.5% 74,559 $4.0M
SCS Capital Management LLC 0.08% Add +12.9% 74,397 $4.0M
Stratos Wealth Advisors, LLC 0.20% Add +42.3% 73,938 $4.0M
CarsonAllaria Wealth Management, Ltd. 2.41% Add +3.9% 73,694 $3.9M
Ausdal Financial Partners, Inc. 0.42% Reduce -0.3% 73,460 $3.9M
Independent Financial Group, LLC 0.16% Add +7.2% 73,359 $3.9M
Winthrop Capital Management, LLC 1.96% Reduce -2.7% 73,183 $3.9M
O'shaughnessy Asset Management, LLC 0.04% Add +41.2% 73,151 $3.9M
King Wealth Management Group 0.65% Reduce -4.0% 73,026 $3.9M
Vident Advisory, LLC 0.11% Add +22.3% 72,568 $3.9M
TBH Global Asset Management, LLC 0.86% Reduce -10.4% 72,503 $3.9M
Morling Financial Advisors, LLC 1.69% Reduce -0.9% 72,494 $3.9M
Encompass Wealth Advisors, LLC 1.03% Add +3.1% 72,177 $3.9M
Defined Wealth Management, LLC 2.68% Add +72.3% 72,016 $3.9M
Signet Financial Management, LLC 0.52% Reduce -1.2% 71,428 $3.8M
North Star Asset Management Inc. 0.18% Reduce -4.7% 71,279 $3.8M
Sovereign Investment Advisors, LLC 1.42% No change 75,413 $3.8M
Presilium Private Wealth, LLC 0.96% Reduce -0.5% 70,975 $3.8M
Integrated Advisors Network LLC 0.20% Reduce -2.4% 70,917 $3.8M
Heritage Financial Services, LLC 0.54% Reduce -8.5% 70,910 $3.8M
Cantor Fitzgerald Investment Advisors L.P. 0.29% Reduce -3.9% 70,327 $3.8M
Cranbrook Wealth Management, LLC 0.92% Reduce -8.7% 70,161 $3.8M
Fort Point Capital Partners LLC 0.48% Add +4.8% 70,052 $3.7M
Smith Salley Wealth Management 0.27% Reduce -0.8% 69,897 $3.7M
Choate Investment Advisors 0.10% Reduce -36.8% 69,773 $3.7M
Prosperity Consulting Group, LLC 0.51% Add +3.9% 69,593 $3.7M
LM Advisors LLC 0.74% Add +1.9% 69,587 $3.7M
Oppenheimer & Co. Inc. 0.06% Add +15.3% 69,564 $3.7M
MIdWestOne Financial Group, Inc. 0.66% Reduce -2.6% 68,431 $3.7M
Ameraudi Asset Management, Inc. 1.65% No change 67,862 $3.6M
Next Capital Management LLC 1.52% Add +6.3% 67,294 $3.6M
Exchange Capital Management, Inc. 0.58% Add +0.9% 67,062 $3.6M
Mechanics Financial Corp 1.84% Add +31.8% 67,012 $3.6M
Endowment Wealth Management, Inc. 2.61% Add +12.3% 66,909 $3.6M
Element Wealth, LLC 2.01% Add +20.5% 66,864 $3.6M
Mutual Advisors, LLC 0.11% Add +6.5% 67,160 $3.6M
Liquid Strategies, LLC 0.94% Reduce -3.7% 66,495 $3.6M
Marks Group Wealth Management, Inc 0.37% Add +1.7% 66,483 $3.6M
Traveka Wealth, LLC 1.73% Reduce -17.3% 66,044 $3.5M
James J. Burns & Company, LLC 0.69% Add +51.4% 65,865 $3.5M
NorthLanding Financial Partners, LLC 3.72% Add +1.9% 65,831 $3.5M
First Horizon Advisors, Inc. 0.11% Add +125.5% 65,728 $3.5M
Nova R Wealth, Inc. 1.81% Reduce -3.1% 65,641 $3.5M
Koesten, Hirschmann & Crabtree, INC. 2.25% No change 67,965 $3.5M
Allegiance Financial Group Advisory Services LLC 1.34% Add +11.4% 65,437 $3.5M
Crewe Advisors LLC 0.39% Add +7.4% 64,839 $3.5M
First Merchants Corp. 0.14% Add +2.2% 64,729 $3.5M
Global Wealth Management Investment Advisory, Inc. 0.79% Reduce -6.9% 63,826 $3.4M
Axxcess Wealth Management, LLC 0.09% Reduce -15.6% 63,705 $3.4M
IHT Wealth Management, LLC 0.13% Add +5.6% 63,401 $3.4M
HB Wealth Management, LLC 0.04% Add +391.4% 63,346 $3.4M
Capital Group Private Client Services, Inc. 0.03% Add +1.0% 63,159 $3.4M
Woodmont Investment Counsel LLC 0.27% Reduce -7.3% 62,848 $3.4M
TSA Wealth Managment LLC 1.43% Add +87.7% 62,829 $3.4M
Rodgers & Associates, LTD 0.43% Reduce -1.3% 62,730 $3.4M
Affinity Capital Advisors, LLC 0.71% Reduce -10.9% 62,726 $3.4M
Virtus Family Office LLC 4.57% Add +33.5% 62,631 $3.4M
Townsquare Capital LLC 0.05% Add +57.2% 62,520 $3.3M
Beacon Bank & Trust 0.84% Add +2.9% 62,367 $3.3M
Wetzel Investment Advisors, Inc. 1.91% Add +0.9% 64,313 $3.3M
Independent Order of Foresters 2.04% No change 61,931 $3.3M
Savvy Advisors, Inc. 1.08% Add +821.8% 61,925 $3.3M
Leavell Investment Management, Inc. 0.18% Add +14.8% 61,700 $3.3M
NBT Bank, N.A. 0.23% Reduce -28.0% 61,172 $3.3M
Geneos Wealth Management Inc. 0.14% Reduce -2.2% 60,864 $3.3M
Invesco Ltd. 0.00% Reduce -4.7% 60,575 $3.2M
Bay Harbor Wealth Management, LLC 1.13% Add +163.7% 60,530 $3.2M
KFA Private Wealth Group, LLC 1.68% Add +191.6% 60,508 $3.2M
WCG Wealth Advisors LLC 0.24% Reduce -8.8% 59,990 $3.2M
Clayton Financial Group LLC 1.38% Add +10.7% 61,649 $3.2M
Xponance LLC 0.03% No change 64,472 $3.2M
Federated Hermes, Inc. 0.01% Add +45.5% 59,200 $3.2M
OMNI 360 Wealth, Inc. 2.40% Add +11.7% 59,114 $3.2M
D L Carlson Investment Group Inc. 0.61% Reduce -0.9% 59,107 $3.2M
Falcon Wealth Planning 0.41% Reduce -2.3% 58,960 $3.2M
Northwest Wealth Management, LLC 0.81% Add +17.0% 58,584 $3.1M
Laird Norton Wetherby Wealth Management, LLC 0.15% Add +9.1% 58,456 $3.1M
Millennium Management 0.00% New 58,318 $3.1M
TFB Advisors LLC 1.02% Reduce -0.7% 58,275 $3.1M
Cove Private Wealth, LLC 2.56% No change 58,258 $3.1M
Keebeck Wealth Management 0.45% Add +78.9% 57,817 $3.1M
Lane & Associates LLC 1.82% Add +10.6% 57,636 $3.1M
Transcend Capital Advisors, LLC 0.22% Add +18.1% 57,585 $3.1M
Monterey Private Wealth, Inc. 1.15% Add +351.0% 57,532 $3.1M
Evolution Wealth Advisors, LLC 0.60% Reduce -2.3% 57,492 $3.1M
Prudential PLC 0.02% Add +18.4% 57,360 $3.1M
Arete Wealth Advisors, LLC 0.25% Add +8.5% 57,399 $3.1M
True Vision MN LLC 1.98% Add +79.7% 56,945 $3.0M
Natixis Advisors, LLC 0.01% Add +49.0% 56,922 $3.0M
Alpha Omega Wealth Management LLC 0.58% Add +0.5% 56,902 $3.0M
Brown Brothers Harriman & Co. 0.02% Reduce -1.0% 56,830 $3.0M
Tritonpoint Wealth, LLC 0.29% Add +45.8% 56,469 $3.0M
Diversify Advisory Services, LLC 0.17% Add +12.0% 54,923 $3.0M
Unique Wealth Strategies, LLC 1.41% No change 58,165 $3.0M
PKO Investment Management Joint-Stock Co 0.37% Reduce -6.5% 55,494 $3.0M
Westside Investment Management, Inc. 0.68% Add +10.2% 55,287 $3.0M
Intergy Private Wealth, LLC 1.21% Add +7.0% 54,983 $2.9M
CIBC Private Wealth Group LLC 0.01% Add +100.3% 53,546 $2.9M
Motive Wealth Advisors 1.76% Reduce -3.0% 54,815 $2.9M
Argent Trust Co 0.13% Add +0.3% 54,800 $2.9M
Aerodigm Wealth, LLC 1.35% Reduce -5.1% 54,767 $2.9M
Camelot Technology Advisors, Inc. 2.73% Add +6.8% 54,703 $2.9M
Compound Planning, Inc. 0.22% Reduce -7.5% 54,575 $2.9M
Avior Wealth Management, LLC 0.13% Reduce -21.1% 54,548 $2.9M
Panagora Asset Management Inc. 0.01% Add +306.2% 54,548 $2.9M
Stone Summit Wealth LLC 1.04% Add +2.5% 54,370 $2.9M
Rosenberg Matthew Hamilton 0.86% Reduce -8.4% 54,104 $2.9M
Focus Financial Network, Inc. 0.12% Add +67.6% 52,884 $2.9M
Lam Group, Inc. 2.42% Reduce -2.1% 53,585 $2.9M
Plancorp, LLC 0.12% Add +0.4% 53,355 $2.9M
Bristlecone Advisors, LLC 0.24% Add +3.7% 52,898 $2.8M
Scarborough Advisors, LLC 1.16% Add +709.7% 52,858 $2.8M
Jmac Enterprises LLC 0.50% Add +3.3% 52,794 $2.8M
Forthright Family Wealth Advisory LLC 1.82% Reduce -2.9% 52,763 $2.8M
Venture Visionary Partners LLC 0.13% Reduce -0.3% 52,671 $2.8M
Hollencrest Capital Management 0.12% Reduce -5.3% 52,085 $2.8M
Princeton Global Asset Management LLC 0.61% Add +5.2% 51,299 $2.7M
Pembroke Management, LTD 0.37% Reduce -65.6% 50,981 $2.7M
FWG Investments, LLC. 2.75% Reduce -23.4% 50,945 $2.7M
Apeiron RIA LLC 0.83% Add +8.9% 50,712 $2.7M
Regal Investment Advisors LLC 0.18% Add +133.6% 50,702 $2.7M
Allie Family Office LLC 1.63% Add +17.2% 50,668 $2.7M
Brighton Jones LLC 0.09% Add +3.1% 50,596 $2.7M
Sweet Financial Partners, LLC 0.62% No change 50,504 $2.7M
Pinnacle Associates Ltd. 0.04% Reduce -4.9% 50,402 $2.7M
J.W. Cole Advisors, Inc. 0.13% Add +32.6% 49,834 $2.7M
Disciplined Investments, LLC 1.42% Reduce -1.3% 49,808 $2.7M
Winthrop Advisory Group LLC 0.36% Add +11.3% 49,789 $2.7M
SOL Capital Management CO 0.32% Reduce -24.4% 49,723 $2.7M
DRW Securities, LLC 0.16% Reduce -89.3% 49,493 $2.7M
Madrona Financial Services, LLC 0.81% Add +2.5% 49,039 $2.6M
Fifth Third Securities, Inc. 0.24% Add +99.9% 48,735 $2.6M
Centaurus Financial, Inc. 0.17% Reduce -5.9% 48,461 $2.6M
RFG Advisory, LLC 0.08% Add +8.7% 48,416 $2.6M
Legacy Private Trust Co. 0.18% Add +11.3% 48,171 $2.6M
Bremer Bank National Association 0.50% Add +29.5% 47,656 $2.6M
Vise Technologies, Inc. 0.45% Add +0.9% 47,483 $2.5M
BluePointe Capital Management, LLC 1.70% Reduce -15.4% 47,420 $2.5M
Granby Capital Management, LLC 1.44% Reduce -51.5% 47,000 $2.5M
TRUE Private Wealth Advisors 0.28% Reduce -14.3% 46,659 $2.5M
Verus Capital Partners, LLC 0.26% Add +18.4% 46,295 $2.5M
AdvisorNet Financial, Inc 0.22% Add +4.0% 45,828 $2.5M
Convergence Financial, LLC 0.64% Add +75.1% 45,499 $2.4M
Patriot Financial Group Insurance Agency, LLC 0.36% Add +21.6% 45,399 $2.4M
Rf&l Wealth Management, LLC 1.84% Add +5.0% 45,083 $2.4M
Money Design Co.,Ltd. 0.13% Add +16.5% 44,925 $2.4M
Baron Financial Group, LLC 1.51% Add +1.7% 44,408 $2.4M
Cypress Wealth Services, LLC 0.53% Add +85.0% 44,344 $2.4M
Balentine LLC 0.11% Add +0.0% 44,316 $2.4M
Symphony Financial, Ltd. Co. 0.43% Add +238.2% 44,262 $2.4M
4Thought Financial Group Inc. 1.46% Reduce -13.6% 44,030 $2.4M
Sepio Capital, LP 0.22% Reduce -0.3% 43,916 $2.4M
Hilltop Holdings Inc. 0.27% Reduce -3.4% 43,820 $2.3M
Two Sigma Securities, LLC 0.11% New 43,475 $2.3M
Heritage Wealth Management, LLC 1.28% Reduce -9.1% 43,007 $2.3M
Heritage Family Offices, LLP 1.28% — 43,007 $2.3M
Cordant, Inc. 1.29% Reduce -1.6% 42,994 $2.3M
Private Ocean, LLC 0.20% Add +0.1% 42,944 $2.3M
Bryn Mawr Trust Advisors, LLC 0.13% Reduce -6.9% 42,916 $2.3M
Mosley Wealth Management 1.95% Add +33.6% 42,794 $2.3M
Elevation Point Wealth Partners, LLC 0.18% Add +75.9% 42,350 $2.3M
Elmwood Wealth Management, Inc. 1.01% Add +15.3% 42,186 $2.3M
D.A. Davidson & Co. 0.02% Reduce -4.2% 41,916 $2.2M
Wealthstream Advisors, Inc. 0.82% Reduce -0.8% 41,668 $2.2M
Wealth Dimensions Group, Ltd. 0.64% Reduce -0.4% 41,647 $2.2M
CoreFirst Bank & Trust 1.49% Add +8.6% 41,458 $2.2M
Prospera Financial Services Inc 0.06% Reduce -25.6% 41,387 $2.2M
Darrow Company, Inc. 1.44% Reduce -3.1% 41,302 $2.2M
My Legacy Advisors, LLC 0.70% Add +139.6% 41,143 $2.2M
Richardson Financial Services Inc. 1.58% Add +0.9% 41,059 $2.2M
LJI Wealth Management, LLC 0.49% Reduce -2.7% 40,992 $2.2M
Capital Investment Advisory Services, LLC 0.23% Reduce -1.9% 40,897 $2.2M
Continental Advisors LLC 1.69% No change 40,800 $2.2M
Axiom Advisory, LLC 0.02% New 41,323 $2.2M
Moneco Advisors, LLC 0.32% Reduce -4.1% 40,679 $2.2M
Spectrum Planning & Advisory Services Inc. 2.08% — 40,365 $2.2M
Merkkuri Wealth Advisors LLC 1.98% — 40,116 $2.1M
Graypoint LLC 0.15% Add +17.9% 40,066 $2.1M
Apella Capital, LLC 0.10% Reduce -2.0% 38,956 $2.1M
LVZ, Inc. 0.29% New 39,683 $2.1M
Minot Capital, LP 0.63% No change 39,620 $2.1M
First United Bank & Trust 0.79% Reduce -6.2% 39,555 $2.1M
Red Tortoise LLC 1.14% Add +1.4% 39,151 $2.1M
Advus Financial Partners, LLC 0.63% Reduce -7.6% 38,891 $2.1M
AA Financial Advisors, LLC 0.73% Add +5.5% 38,837 $2.1M
Compagnie Lombard Odier SCmA 0.04% Reduce -33.8% 38,611 $2.1M
Private Trust Co. NA 0.22% Add +13.9% 38,286 $2.0M
Strategic Financial Planning, Inc. 1.47% Reduce -1.4% 38,116 $2.0M
Tradition Wealth Management, LLC 0.20% Add +102.3% 37,816 $2.0M
Cypress Financial Planning LLC 0.84% Add +51.4% 37,556 $2.0M
Sandy Spring Bank 0.09% Add +29.4% 37,266 $2.0M
Rothschild & Co Wealth Management UK Ltd 0.03% No change 37,087 $2.0M
Clear Investment Research, LLC 2.58% Reduce -12.6% 36,949 $2.0M
BCGM Wealth Management, LLC 0.68% New 36,848 $2.0M
BlueSky Wealth Advisors, LLC 0.33% Reduce -3.2% 36,441 $2.0M
One Day In July LLC 0.24% Reduce -0.6% 36,316 $1.9M
Shared Vision Wealth Group LLC 1.13% Add +94.0% 36,280 $1.9M
1900 Wealth Management LLC 0.18% Reduce -53.3% 36,225 $1.9M
Shufro Rose & Co. LLC 0.16% Add +200.8% 36,224 $1.9M
Headinvest, LLC 0.38% Add +17.3% 36,217 $1.9M
Aspect Partners, LLC 1.14% Reduce -1.8% 35,770 $1.9M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -15.4% 31,822 $1.9M
Fiduciary Group, LLC 0.20% Reduce -1.2% 35,280 $1.9M
Ascent Group, LLC 0.15% Add +6.4% 34,997 $1.9M
Arkadios Wealth Advisors 0.13% Add +76.3% 34,965 $1.9M
Jump Financial, LLC 0.04% New 34,821 $1.9M
Harbour Investments, Inc. 0.06% Add +35.6% 34,781 $1.9M
One Wealth Management Investment & Advisory Services, LLC 0.74% Add +127.4% 34,763 $1.9M
Thrive Wealth Management, LLC 0.36% Add +0.4% 34,651 $1.9M
Realta Investment Advisors 0.36% Add +39.1% 34,623 $1.9M
Hoxton Planning & Management, LLC 0.86% Add +93.6% 34,460 $1.8M
KMG Fiduciary Partners, LLC 0.18% Add +4.0% 34,267 $1.8M
Maripau Wealth Management LLC 1.25% Add +16.6% 34,196 $1.8M
Van Cleef Asset Management,Inc 0.23% Reduce -4.3% 34,161 $1.8M
CoreCap Advisors, LLC 0.19% Add +3.5% 34,095 $1.8M
Orrstown Financial Services Inc. 0.96% Add +21.1% 34,085 $1.8M
Freestone Capital Holdings, LLC 0.07% Add +50.7% 33,998 $1.8M
Firethorn Wealth Partners, LLC 1.03% Add +21.9% 33,945 $1.8M
Delta Wealth Advisors LLC 1.78% Add +23.9% 33,860 $1.8M
WESCAP Management Group, Inc. 0.51% Add +1.6% 33,710 $1.8M
JGP Wealth Management, LLC 0.26% Add +5.4% 33,670 $1.8M
SOA Wealth Advisors, LLC. 0.36% Reduce -1.9% 33,657 $1.8M
Pinnacle Financial Partners Inc 0.04% Add +3.7% 33,479 $1.8M
Modern Wealth Management, LLC 0.13% Add +67.7% 33,209 $1.8M
US Financial Advisors, LLC 0.59% Reduce -2.3% 33,074 $1.8M
Channel Wealth LLC 0.64% Add +11.8% 32,734 $1.8M
Occidental Asset Management, LLC 0.31% Add +134.7% 32,657 $1.7M
Parcion Private Wealth LLC 0.16% Reduce -7.4% 32,527 $1.7M
Private Capital Management LLC 0.35% Reduce -20.3% 32,511 $1.7M
Legacy PCG, LLC 1.08% Reduce -3.3% 32,154 $1.7M
Heritage Trust Co 0.23% No change 32,112 $1.7M
Twin Peaks Wealth Advisors, LLC 0.86% Add +57.3% 32,031 $1.7M
High Net Worth Advisory Group LLC 0.52% Add +1.3% 31,958 $1.7M
Callan Family Office, LLC 0.33% Add +23.5% 31,784 $1.7M
CPC Advisors, LLC 0.28% Reduce -3.8% 31,776 $1.7M
Liberty Wealth Management LLC 0.31% Add +359.1% 98,483 $1.7M
Islay Capital Management, LLC 1.22% Add +830.8% 31,359 $1.7M
Spinnaker Trust 0.11% No change 31,212 $1.7M
Journey Strategic Wealth LLC 0.07% Add +88.8% 30,821 $1.6M
Stokes Family Office, LLC 0.19% Reduce -0.6% 30,681 $1.6M
Ewa, LLC 0.68% Reduce -0.5% 30,486 $1.6M
SC&H Financial Advisors, Inc. 0.40% Reduce -0.5% 30,439 $1.6M
Renasant Bank 1.12% Add +158.2% 30,427 $1.6M
Annapolis Financial Services, LLC 0.53% Reduce -0.9% 30,416 $1.6M
Moody National Bank Trust Division 0.13% No change 30,255 $1.6M
Claro Advisors Inc. 0.25% Add +13.4% 30,242 $1.6M
Bleakley Financial Group, LLC 0.05% Add +0.4% 30,219 $1.6M
Client 1ST Advisory Group, LLC 0.70% Reduce -15.4% 30,205 $1.6M
Jaffetilchin Investment Partners, LLC 0.14% Reduce -5.7% 30,200 $1.6M
Newman Dignan & Sheerar, Inc. 0.42% Reduce -19.8% 30,186 $1.6M
SlateStone Wealth, LLC 0.17% Add +3.3% 30,107 $1.6M
Squire Investment Management Company, LLC 0.91% Reduce -10.3% 30,079 $1.6M
Chesley Taft & Associates LLC 0.08% Reduce -0.8% 29,985 $1.6M
Larson Financial Group LLC 0.11% Reduce -1.4% 29,856 $1.6M
Sabal Trust CO 0.09% Reduce -1.4% 29,603 $1.6M
Northstar Advisory Group, LLC 0.91% Reduce -27.4% 29,450 $1.6M
Continuum Advisory, LLC 0.23% Add +6.1% 29,382 $1.6M
Okabena Investment Services Inc. 0.50% No change 29,290 $1.6M
Rossmore Private Capital 0.21% Reduce -65.9% 29,262 $1.6M
Alterna Wealth Management, Inc. 1.37% Add +5.0% 29,204 $1.6M
Wade Financial Advisory, Inc 0.56% Reduce -11.7% 29,194 $1.6M
Carrera Capital Advisors 0.51% — 29,043 $1.6M
Gateway Wealth Partners, LLC 0.47% Add +154.7% 29,021 $1.6M
Pinnacle Wealth Management Advisory Group, LLC 0.16% Reduce -3.8% 28,659 $1.5M
Verdence Capital Advisors LLC 0.14% Add +0.7% 28,455 $1.5M
TFO Wealth Partners, LLC 0.30% Add +0.3% 28,229 $1.5M
Gen-Wealth Partners Inc 0.73% Add +155.1% 28,181 $1.5M
Lanark Financial, Inc. 0.14% Add +9.9% 28,153 $1.5M
Auxano Advisors, LLC 0.42% Add +2.1% 28,141 $1.5M
Capital Asset Advisory Services LLC 0.08% Add +15.7% 27,009 $1.5M
Arcus Capital Partners, LLC 0.57% Reduce -7.9% 27,743 $1.5M
Dravo Bay LLC 0.82% Add +8.2% 27,712 $1.5M
Rathbones Group PLC 0.01% Add +12.1% 27,560 $1.5M
Tobias Financial Advisors, Inc. 0.32% Reduce -6.4% 27,548 $1.5M
JMG Financial Group, Ltd. 0.05% Reduce -9.4% 27,383 $1.5M
Chicago Partners Investment Group LLC 0.06% Add +22.2% 27,522 $1.5M
Family Investment Center, Inc. 0.43% Reduce -4.8% 27,009 $1.4M
MBB Public Markets I LLC 0.03% No change 27,000 $1.4M
BCS Wealth Management 0.70% Add +8.8% 26,863 $1.4M
Cook Wealth, LLC 0.78% Reduce -17.6% 27,266 $1.4M
3EDGE Asset Management, LP 0.11% Add +443.0% 26,470 $1.4M
Ancora Advisors LLC 0.04% Reduce -24.3% 26,367 $1.4M
Fiduciary Trust Co 0.02% Reduce -0.7% 26,352 $1.4M
Provida Pension Fund Administrator 0.04% No change 26,272 $1.4M
Parkside Financial Bank & Trust 0.22% Reduce -20.7% 26,329 $1.4M
Tolleson Wealth Management, Inc. 0.28% No change 26,257 $1.4M
Seldon Capital LP 0.78% No change 26,019 $1.4M
CreativeOne Wealth, LLC 0.07% Reduce -47.8% 25,982 $1.4M
Great Valley Advisor Group, Inc. 0.04% Add +12.9% 25,944 $1.4M
Perennial Investment Advisors, LLC 0.20% Add +66.8% 25,913 $1.4M
Garde Capital, Inc. 0.10% Reduce -4.9% 25,887 $1.4M
Nilsine Partners, LLC 0.19% Add +1.3% 25,855 $1.4M
Pineridge Advisors LLC 0.47% Add +122.6% 25,716 $1.4M
Edgestream Partners, L.P. 0.07% Add +26.9% 25,700 $1.4M
Moors & Cabot, Inc. 0.07% Add +21.9% 25,625 $1.4M
Lantz Financial LLC 0.42% Add +71.8% 25,412 $1.4M
Gryphon Financial Partners LLC 0.20% Add +57.2% 25,202 $1.3M
Sovereign Financial Group, Inc. 0.33% Add +33.2% 24,900 $1.3M
Concorde Asset Management, LLC 0.82% Add +47.9% 24,869 $1.3M
Eight 31 Financial, LLC 1.02% Add +103.7% 24,745 $1.3M
American State Bank (Iowa) 0.84% Add +2.2% 24,551 $1.3M
DDFG, Inc 0.41% Add +12.7% 24,534 $1.3M
Roble, Belko & Company, Inc 0.22% Reduce -6.4% 24,530 $1.3M
Weil Company, Inc. 0.48% Reduce -9.3% 24,494 $1.3M
Calamos Wealth Management LLC 0.07% Add +15.5% 24,379 $1.3M
Silvercrest Asset Management Group LLC 0.01% Reduce -1.6% 24,267 $1.3M
Watershed Private Wealth LLC 0.55% Reduce -13.9% 24,248 $1.3M
Wooster Corthell Wealth Management, Inc. 0.29% Reduce -3.0% 24,121 $1.3M
Diversified Portfolios, Inc. 0.17% Add +1.4% 24,104 $1.3M
Waldron Private Wealth LLC 0.06% Reduce -16.6% 24,086 $1.3M
Busey Bank 0.04% Add +210.6% 24,030 $1.3M
Aveo Capital Partners, LLC 0.15% Add +4.8% 23,972 $1.3M
Western Wealth Management, LLC 0.09% Reduce -7.8% 23,822 $1.3M
Headlands Technologies LLC 0.13% Add +17.3% 23,758 $1.3M
Petix & Botte Co 0.36% Reduce -34.5% 23,446 $1.3M
Aletheian Wealth Advisors LLC 0.66% Reduce -0.1% 23,392 $1.3M
Fragasso Financial Advisors Inc 0.10% Reduce -18.3% 23,335 $1.2M
Stonegate Investment Group, LLC 0.04% Add +1.9% 23,260 $1.2M
Ade, LLC 0.83% Add +9.7% 22,934 $1.2M
Evercore Wealth Management, LLC 0.02% Add +1.5% 22,793 $1.2M
OneAscent Financial Services LLC 0.17% Reduce -4.3% 22,747 $1.2M
Wick Capital Partners, LLC 0.42% Add +8.9% 14,756 $1.2M
Topel & Distasi Wealth Management, LLC 0.53% No change 22,595 $1.2M
Boyd Wealth Management, LLC 0.67% Reduce -16.6% 22,516 $1.2M
Tocqueville Asset Management L.P. 0.02% Reduce -11.9% 22,449 $1.2M
Sensible Money, LLC 0.59% Reduce -0.6% 22,414 $1.2M
Armstrong, Fleming & Moore, Inc 0.76% No change 22,229 $1.2M
Emprise Bank 0.73% Add +160.0% 22,006 $1.2M
Evermay Wealth Management LLC 0.19% Reduce -4.6% 21,999 $1.2M
Westwood Holdings Group Inc. 0.01% Reduce -0.1% 21,977 $1.2M
WealthCare Investment Partners, LLC 0.55% Add +2.9% 21,977 $1.2M
Quantinno Capital Management LP 0.02% Reduce -17.4% 21,872 $1.2M
Argent Advisors, Inc. 0.46% Add +2.2% 21,846 $1.2M
Conservest Capital Advisors, Inc. 0.13% No change 22,649 $1.2M
Lauterbach Financial Advisors, LLC 0.77% Reduce -5.6% 22,268 $1.2M
LifePlan Investment Advisors, Inc. 0.84% Reduce -4.2% 21,728 $1.2M
LPWM LLC 0.40% Add +1.5% 21,216 $1.2M
Tranquility Partners, LLC 0.45% Reduce -3.8% 21,678 $1.2M
Fisher Asset Management 0.00% Add +116.8% 21,613 $1.2M
Amundi 0.00% Add +70.5% 20,971 $1.1M
Cornerstone Advisory, LLC 0.16% Add +11.7% 21,337 $1.1M
W.G. Shaheen & Associates DBA Whitney & Co 0.13% Add +0.1% 21,256 $1.1M
Private Portfolio Partners LLC 0.93% Reduce -1.2% 21,235 $1.1M
Theory Financial LLC 0.53% Add +215.9% 21,058 $1.1M
Diversified, LLC 0.13% Add +32.6% 20,942 $1.1M
Mycio Wealth Partners, LLC 0.29% Reduce -8.2% 20,865 $1.1M
Charles Schwab Trust Co 0.10% Reduce -9.8% 20,765 $1.1M
MSH Capital Advisors LLC 0.37% Add +13.7% 20,611 $1.1M
New Republic Capital, LLC 0.55% Add +67.8% 20,569 $1.1M
KPP Advisory Services LLC 0.29% Add +8.7% 20,492 $1.1M
Confluence Wealth Services, Inc. 0.09% Add +5.1% 20,358 $1.1M
Soltis Investment Advisors LLC 0.12% Reduce -3.8% 20,357 $1.1M
Garrison Point Advisors, LLC 0.72% Add +0.2% 20,333 $1.1M
Spotlight Asset Group, Inc. 0.76% Add +0.1% 20,305 $1.1M
Atlantic Edge Private Wealth Management, LLC 0.36% Add +19.6% 20,287 $1.1M
Schwarz Dygos Wheeler Investment Advisors LLC 0.30% Add +3.6% 20,260 $1.1M
Massachusetts Financial Services Co. 0.00% Add +66.2% 20,253 $1.1M
Meridian Wealth Management, LLC 0.13% New 20,103 $1.1M
Kingsview Wealth Management, LLC 0.03% Reduce -2.0% 20,059 $1.1M
TAGStone Capital, Inc. 0.60% Reduce -1.4% 19,916 $1.1M
Vertex Planning Partners, LLC 0.28% Add +59.2% 19,910 $1.1M
Darden Wealth Group Inc 0.64% Reduce -4.2% 19,870 $1.1M
Baker Boyer National Bank 0.37% Add +8.7% 19,815 $1.1M
Maxwell Wealth Strategies Inc. 0.52% Add +36.6% 19,776 $1.1M
Mosaic Family Wealth Partners, LLC 0.17% Add +0.6% 19,773 $1.1M
Warwick Investment Management, Inc. 0.25% Reduce -0.6% 19,727 $1.1M
Bahl & Gaynor LLC 0.01% Add +8.6% 19,499 $1.0M
HCR Wealth Advisors 0.15% No change 19,480 $1.0M
Firestone Capital Management 0.28% Reduce -1.1% 19,411 $1.0M
Sunpointe, LLC 0.68% Add +299.1% 19,410 $1.0M
World Investment Advisors 0.06% Add +326.6% 19,329 $1.0M
Values Added Financial LLC 0.74% No change 19,238 $1.0M
Blankinship & Foster, LLC 0.26% Add +0.8% 19,200 $1.0M
Wells Financial Advisors INC 0.68% Reduce -19.2% 19,188 $1.0M
Founders Financial Securities LLC 0.10% Reduce -85.9% 19,048 $1.0M
Schroder Investment Management Group 0.00% Reduce -5.7% 19,013 $1.0M
Stelac Advisory Services LLC 0.43% Add +6.8% 19,012 $1.0M
Bailard, Inc. 0.03% Reduce -3.4% 18,886 $1.0M
Fidelis Capital Partners, LLC 0.14% Add +5.6% 19,623 $1.0M
M Holdings Securities, Inc. 0.13% Add +36.5% 18,799 $1.0M
Legacy Bridge, LLC 0.59% Add +0.9% 18,741 $1.0M
Cibc World Market Inc. 0.00% Reduce -22.9% 18,644 $998K
Scissortail Wealth Management, LLC 0.25% Add +0.2% 18,620 $997K
Tillman Hartley LLC 0.34% Reduce -0.3% 18,559 $993K
Geometric Wealth Advisors 0.20% New 18,409 $985K
Keyes, Stange & Wooten Wealth Management, LLC 0.68% Reduce -2.6% 18,387 $984K
Relative Value Partners Group, LLC 0.13% Reduce -87.8% 18,378 $984K
Lake Street Private Wealth, LLC 0.13% Add +13.4% 18,378 $984K
Hobbs Group Advisors, LLC 0.37% — 18,316 $980K
JDM Financial Group LLC 0.66% Add +0.3% 18,264 $978K
Wilmington Savings Fund Society, FSB 0.04% No change 18,228 $976K
Wit, LLC 29.38% Reduce -0.4% 18,224 $976K
C2C Wealth Management, LLC 0.95% No change 18,345 $974K
Kings Path Partners LLC 0.46% — 18,105 $969K
Madison Wealth Partners, Inc 0.33% Reduce -1.1% 18,028 $965K
Level Four Advisory Services, LLC 0.04% Add +43.9% 17,920 $959K
Bruce G. Allen Investments, LLC 0.80% Reduce -1.5% 17,856 $956K
Valmark Advisers, Inc. 0.02% Add +37.3% 17,800 $953K
Hillcrest Wealth Advisors - NY, LLC 0.51% Add +9.0% 17,800 $953K
Northwest Bancshares, Inc. 0.16% Reduce -2.2% 17,786 $952K
Diversified Trust Co. 0.03% Reduce -2.3% 17,699 $947K
Abacus Planning Group, Inc. 0.18% Add +0.0% 17,636 $944K
Wedbush Securities Inc. 0.03% Add +2.7% 17,527 $938K
Redwood Investment Management, LLC 0.08% Add +15.1% 17,371 $930K
Bush Investment Group, LLC 0.80% Add +128.7% 17,366 $930K
Flagstar Securities, Inc. 0.25% Add +11.2% 17,311 $927K
CVA Family Office, LLC 0.17% Reduce -15.7% 17,273 $925K
BNP Paribas Financial Markets 0.00% Reduce -3.0% 17,254 $924K
Providence Capital Advisors, LLC 0.20% Add +0.3% 17,222 $922K
Cohen Capital Management, Inc. 0.16% No change 17,220 $922K
William Howard & Co Financial Advisors Inc 0.85% Add +0.0% 17,148 $918K
RCS Financial Planning, LLC 0.54% Add +62.4% 17,034 $912K
Vontobel Holding Ltd. 0.00% No change 16,955 $908K
Sand Hill Global Advisors, LLC 0.04% New 16,948 $907K
Regimen Wealth, LLC 0.31% Reduce -17.7% 16,941 $907K
MV Capital Management, Inc. 0.10% No change 16,928 $906K
Cherry Tree Wealth Management, LLC 0.23% Add +0.6% 16,886 $904K
Vanguard Group Inc. 0.00% Add +28.4% 16,871 $903K
TPG Financial Advisors, LLC 0.43% — 16,773 $898K
Bigelow Investment Advisors, LLC 0.43% Reduce -6.7% 16,733 $896K
Redmont Wealth Advisors LLC 1.41% Reduce -1.5% 16,647 $891K
Essex Bank 0.24% Reduce -25.2% 16,617 $889K
CFO4Life Group, LLC 0.17% Reduce -33.1% 16,476 $882K
GeoWealth Management, LLC 0.04% Add +36.4% 16,384 $877K
VanderPol Investments L.L.C. 2.65% Reduce -5.8% 16,286 $872K
Evanson Asset Management, LLC 0.06% Add +0.3% 16,265 $871K
Tiemann Investment Advisors, LLC 0.39% Add +13.4% 16,246 $870K
Sumitomo Mitsui Financial Group, Inc. 0.03% Add +21.6% 16,235 $869K
Lee Financial Co 0.14% Reduce -0.7% 16,200 $867K
DAVENPORT & Co LLC 0.01% Reduce -12.0% 16,193 $867K
Florida Trust Wealth Management Co 0.03% New 16,143 $864K
Lido Advisors, LLC 0.01% Reduce -3.1% 16,135 $864K
Five Oceans Advisors 0.45% Reduce -0.0% 16,051 $859K
Summit Wealth Partners, LLC 0.18% Reduce -8.7% 15,965 $855K
Financial Partners Group, Inc 0.13% Add +24.8% 15,963 $855K
Pine Valley Investments Ltd Liability Co 0.06% Add +14.3% 15,951 $854K
Mma Asset Management LLC 0.40% Add +0.0% 15,932 $853K
Upper Left Wealth Management, LLC 0.77% Add +8.3% 15,924 $852K
Howe & Rusling Inc. 0.08% Add +5.3% 15,903 $851K
Roundview Capital LLC 0.07% No change 15,902 $851K
Certus Wealth Management, LLC 0.64% Reduce -5.3% 15,837 $848K
Cambridge Financial Group, LLC 0.39% Reduce -3.3% 15,828 $847K
West Wealth Group, LLC 0.30% Reduce -17.4% 15,687 $840K
Blue Fin Capital, Inc. 0.17% Add +10.0% 15,659 $838K
Nicolet Bankshares Inc. 0.17% Add +1.5% 15,587 $834K
Aspen Investment Management Inc 0.41% Reduce -3.7% 15,500 $830K
Patron Partners, LLC 0.49% Reduce -4.3% 15,502 $830K
Flagship Harbor Advisors, LLC 0.05% Add +2.2% 15,446 $827K
Argonautica Private Wealth Management, Inc. 0.28% Reduce -0.9% 15,420 $825K
Lodestar Private Asset Management LLC 0.11% Add +4.4% 15,392 $824K
FineMark National Bank & Trust 0.03% Add +49.7% 15,232 $815K
Center For Asset Management LLC 0.54% New 15,231 $815K
Colton Groome Financial Advisors, LLC 0.32% Reduce -3.2% 15,089 $808K
Parkside Investments, LLC 0.13% Add +18.4% 15,065 $806K
Koshinski Asset Management, Inc. 0.07% Add +85.8% 14,663 $806K
F/m Investments LLC 0.03% New 15,033 $805K
Montecito Bank & Trust 0.16% Reduce -1.2% 14,963 $801K
Commonwealth Retirement Investments LLC 0.36% Add +111.9% 14,809 $793K
Cypress Capital Group 0.10% Reduce -4.0% 14,809 $793K
Colonial Trust Co / SC 0.14% Add +11.7% 14,770 $791K
Punch & Associates Investment Management, Inc. 0.05% Reduce -33.7% 14,641 $784K
CX Institutional 0.04% Add +1.4% 14,623 $783K
Elevated Capital Advisors, LLC 0.22% Reduce -5.1% 14,584 $781K
PFG Advisors 0.05% Add +10.0% 14,495 $776K
Pinnacle Family Advisors, LLC 0.43% Add +257.7% 14,458 $774K
Hexagon Capital Partners LLC 0.17% Add +3.4% 14,428 $772K
Magnolia Capital Advisors LLC 0.43% Reduce -24.0% 14,412 $771K
Naples Global Advisors, LLC 0.08% Reduce -4.3% 14,347 $768K
Peterson Wealth Services 0.27% Reduce -2.4% 14,275 $764K
Cornerstone Wealth Management, LLC 0.06% Reduce -4.3% 14,240 $762K
Fullcircle Wealth LLC 0.37% — 14,384 $761K
Optiver Holding B.V. 0.01% Reduce -77.4% 14,127 $756K
Morris Financial Concepts, Inc. 0.36% Add +124.3% 14,106 $755K
Agf Management Ltd. 0.00% Reduce -0.3% 14,090 $754K
Maryland Capital Advisors Inc. 0.41% Reduce -8.1% 14,088 $754K
Cynosure Group, LLC 0.12% No change 14,080 $754K
Lloyd Advisory Services, LLC. 0.35% Add +54.3% 14,007 $750K
MMBG Investment Advisors Co. 0.08% No change 13,952 $747K
International Assets Investment Management, LLC 0.07% Add +1.8% 13,890 $744K
Kraft Asset Management, LLC 0.62% Reduce -4.0% 13,873 $743K
tru Independence LLC 0.22% Reduce -8.4% 13,847 $741K
Peirce Capital Management, LLC 0.39% Reduce -22.1% 13,826 $740K
Eagle Strategies LLC 0.14% Reduce -7.9% 13,801 $739K
Goldstein Advisors, LLC 0.12% Add +37.7% 13,698 $733K
VCI Wealth Management LLC 0.36% Add +55.3% 13,613 $729K
Haverford Financial Services, Inc. 0.22% No change 13,590 $727K
Vista Investment Management 0.29% Add +0.8% 13,558 $726K
JNBA Financial Advisors 0.08% Reduce -52.7% 13,543 $725K
Arrowroot Family Office, LLC 0.46% Reduce -3.3% 13,485 $722K
Wealthgarden F.S. LLC 0.76% — 13,424 $719K
MAS Advisors LLC 1.71% Reduce -50.4% 13,370 $716K
St. Louis Trust Co 0.11% No change 14,115 $710K
Flputnam Investment Management Co. 0.01% Add +18.8% 13,252 $709K
Cyndeo Wealth Partners, LLC 0.05% Add +10.4% 13,024 $697K
National Wealth Management Group, LLC 0.53% Add +1.0% 13,001 $696K
Visionary Wealth Advisors 0.05% Add +14.6% 12,939 $693K
Compton Financial Group, LLC 0.22% Reduce -18.1% 12,911 $691K
Girard Partners LTD. 0.07% Reduce -9.8% 12,910 $691K
Black Cypress Capital Management, LLC 0.66% Add +0.9% 12,900 $691K
Charter Oak Capital Management, LLC 0.07% Reduce -31.0% 12,789 $685K
BCU Wealth Advisors, LLC 0.50% Add +174.7% 12,685 $679K
Hamilton Wealth, LLC 0.18% Add +1.1% 12,668 $678K
Metis Global Partners, LLC 0.02% New 12,583 $674K
Cooper Financial Group 0.10% Add +14.8% 12,565 $673K
MorganRosel Wealth Management, LLC 0.24% Add +1.3% 12,545 $672K
FFG Retirement Advisors LLC 0.47% Reduce -49.2% 12,525 $670K
Verum Partners LLC 0.22% Add +7.9% 12,515 $670K
Arcadia Wealth Management, LLC 0.38% Reduce -28.8% 12,505 $669K
Trexquant Investment LP 0.01% Add +38.1% 12,493 $669K
DBK Financial Counsel, LLC 0.73% No change 12,447 $666K
REAP Financial Group, LLC 0.18% Reduce -55.8% 12,431 $665K
CWS Financial Advisors, LLC 0.26% Add +6.4% 12,349 $661K
Parsons Capital Management Inc. 0.04% Add +2.3% 12,346 $661K
Sound View Wealth Advisors Group, LLC 0.07% Reduce -28.6% 12,328 $660K
Meeder Asset Management Inc. 0.05% Reduce -92.0% 12,312 $659K
Trilogy Capital Inc. 0.04% Add +90.5% 12,295 $658K
TruNorth Capital Management, LLC 0.21% No change 12,293 $658K
Mgo One Seven LLC 0.03% Add +85.3% 12,289 $658K
BOK Financial Private Wealth, Inc. 0.05% Reduce -0.6% 12,278 $657K
Peterson Financial Group, Inc. 4.00% Reduce -28.5% 12,263 $656K
Hart & Patterson Financial Group LLC 0.32% Add +8.9% 12,221 $654K
Lombard Odier Asset Management (Switzerland) SA 0.07% New 12,215 $654K
StoneX Group Inc. 0.05% Add +0.2% 12,155 $651K
Equita Financial Network, Inc. 0.27% Add +45.7% 12,110 $648K
Sutton Place Investors LLC 0.43% Add +133.1% 12,094 $647K
Cornell Pochily Investment Advisors, Inc. 0.25% Add +42.3% 12,061 $646K
CENTRAL TRUST Co 0.02% Add +2.2% 12,043 $645K
Financial Gravity Asset Management, Inc. 0.16% Reduce -6.1% 11,977 $641K
Frank, Rimerman Advisors LLC 0.05% No change 11,944 $639K
Allen Capital Group, LLC 0.09% Add +0.5% 11,885 $636K
Capital Advisors, Ltd. LLC 0.08% Reduce -10.2% 11,856 $635K
VERITY Wealth Advisors 0.47% Add +1.8% 11,844 $634K
HRT Financial LP 0.00% New 11,828 $633K
ETF Portfolio Partners, Inc. 0.20% Reduce -14.4% 11,825 $633K
Davidson Trust Co. 0.44% Add +1.6% 11,815 $632K
Coordinated Financial Services, Inc. 0.55% Add +4.3% 11,810 $632K
Empirical Asset Management, LLC 0.24% Add +16.3% 11,803 $632K
Angeles Investment Advisors, LLC 0.03% Reduce -16.3% 11,800 $632K
Townsend Asset Management Corp. /NC/ 0.24% No change 11,776 $630K
Bangor Savings Bank 0.06% Add +23.7% 11,758 $629K
Sachetta, LLC 0.27% Add +7.1% 11,878 $628K
Howard Financial Services, LTD. 0.10% Add +0.9% 11,718 $627K
Canvas Wealth Advisors, LLC 0.19% Add +23.4% 11,815 $624K
EverSource Wealth Advisors, LLC 0.04% Add +36.4% 11,565 $624K
Tompkins Financial Corp. 0.07% Add +24.7% 11,620 $622K
Williams & Novak, LLC 0.58% Reduce -5.0% 11,602 $621K
Clear Creek Financial Management, LLC 0.07% Add +9.2% 11,534 $617K
Index Fund Advisors, Inc. 0.03% Reduce -2.8% 11,512 $616K
First Bank & Trust 0.13% Reduce -18.8% 11,482 $615K
Strategies Wealth Advisors, LLC 0.09% Reduce -13.5% 11,436 $612K
Hemington Wealth Management 0.21% Add +0.3% 11,434 $612K
Cornerstone Advisors Asset Management, LLC 0.17% No change 11,428 $612K
Veracity Capital LLC 0.25% Reduce -46.2% 11,412 $611K
Old National Bancorp 0.01% Add +41.4% 11,323 $606K
McAdam, LLC 0.04% Add +13.2% 11,308 $605K
Plum Street Advisors, LLC 0.35% No change 11,287 $604K
Raleigh Capital Management Inc. 0.26% Add +104.5% 11,241 $602K
Palisade Asset Management, LLC 0.06% Reduce -1.5% 11,173 $598K
Phillips Financial Management, LLC 0.05% Reduce -0.7% 11,111 $595K
Washington Trust Advisors, Inc. 0.05% Reduce -1.0% 11,008 $589K
Cahill Financial Advisors Inc. 0.08% Reduce -0.5% 10,993 $588K
Key Financial Inc 0.14% Reduce -0.4% 10,923 $585K
Kingswood Wealth Advisors, LLC 0.05% Add +10.5% 10,900 $583K
Autumn Glory Partners, LLC 0.30% No change 10,875 $582K
FFT Wealth Management LLC 0.05% Add +6.7% 10,735 $575K
Truepoint, Inc. 0.02% Reduce -8.6% 10,713 $573K
First Heartland Consultants, Inc. 0.06% Add +155.3% 10,971 $573K
Curi Capital, LLC 0.01% Add +2.6% 10,616 $568K
Rooted Wealth Advisors, Inc. 0.25% Add +158.7% 10,484 $568K
Avion Wealth 0.16% Reduce -4.1% 10,625 $568K
U.S. Capital Wealth Advisors, LLC 0.02% Add +32.6% 10,596 $567K
Ameritas Advisory Services, LLC 0.02% Reduce -8.2% 10,582 $566K
SYM FINANCIAL Corp 0.09% Reduce -7.5% 10,429 $558K
Hassell Wealth Management, LLC 0.25% Add +6.3% 10,552 $558K
Pinnacle Bancorp, Inc. 0.16% Add +162.5% 10,338 $553K
Sage Capital Advisors,llc 0.16% No change 10,293 $551K
Sage Financial Group Inc. 0.05% Add +3.3% 10,292 $551K
Accretive Wealth Partners, LLC 0.23% Add +31.8% 10,250 $549K
Higgins & Schmidt Wealth Strategies LLC 0.40% Reduce -1.6% 10,246 $548K
McNamara Financial Services, Inc. 0.12% Reduce -20.1% 10,231 $548K
Hills Bank & Trust Co 0.04% Add +4.2% 10,174 $545K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Add +150.4% 10,087 $540K
Absolute Capital Management, LLC 0.33% Add +93.0% 10,061 $539K
Sightline Wealth Advisors, LLC 0.33% Reduce -12.8% 10,027 $537K
Thoroughbred Financial Services, LLC 0.04% Add +26.8% 10,030 $536K
Carolinas Wealth Consulting LLC 0.10% Reduce -4.4% 10,001 $535K
Lantern Wealth Advisors, LLC 0.39% Reduce -5.2% 9,978 $534K
Philadelphia Trust Co. 0.04% Add +145.8% 9,984 $534K
LGL Partners, LLC 0.08% Add +0.9% 9,957 $533K
Maiden Cove Capital, LLC 1.14% — 10,182 $526K
Resurgent Financial Advisors LLC 0.33% Add +16.6% 9,790 $524K
Lazari Capital Management, Inc. 0.24% New 9,764 $523K
Arkansas Financial Group, Inc. 0.09% Reduce -0.0% 9,750 $522K
Tufton Capital Management 0.10% Add +5.8% 9,739 $521K
Daymark Wealth Partners, LLC 0.02% Add +33.3% 9,726 $521K
Copperleaf Capital, LLC 0.41% Reduce -46.6% 9,658 $517K
Human Investing LLC 0.10% Add +0.7% 9,652 $517K
Courage Miller Partners, LLC 0.19% Reduce -2.1% 9,641 $516K
Operose Advisors LLC 0.18% Reduce -6.4% 9,635 $516K
Stevens Capital Partners 0.27% Add +1.4% 9,599 $514K
Strategic Financial Services, Inc. 0.03% Add +1.8% 9,548 $511K
Compass Ion Advisors, LLC 0.07% No change 9,899 $511K
Old Mission Investment Co LLC 0.17% Reduce -1.0% 9,537 $511K
Coppell Advisory Solutions LLC 0.08% — 9,536 $510K
Wealthcare Advisory Partners LLC 0.02% Add +14.1% 9,522 $510K
Valley Forge Investment Consultants Inc. Adv 0.19% Reduce -1.1% 9,492 $508K
Optivise Advisory Services LLC 0.27% — 9,488 $508K
17 Capital Partners, LLC 0.36% Add +42.0% 9,474 $507K
Mattern Capital Management, LLC 0.07% No change 9,435 $505K
Hoge Financial Services, LLC 0.41% Reduce -13.2% 9,421 $504K
Gold Investment Management Ltd. 0.21% Reduce -85.1% 9,376 $502K
Oppenheimer Asset Management Inc. 0.01% Add +10.8% 9,283 $497K
Gries Financial LLC 0.10% Reduce -9.4% 9,261 $496K
American Financial Advisors, LLC 0.07% Reduce -4.9% 9,229 $494K
Blue Barn Wealth, LLC 0.27% Reduce -2.7% 9,127 $488K
Villere St Denis J & Co. LLC 0.04% No change 9,099 $487K
Investment Advisory Group, LLC 0.19% Reduce -0.3% 9,089 $487K
GYL Financial Synergies, LLC 0.04% Add +0.0% 9,081 $486K
Chapin Davis, Inc. 0.17% Reduce -1.1% 9,067 $485K
Victory Financial Group, LLC 0.23% New 9,019 $483K
IVC Wealth Advisors LLC 0.27% Reduce -17.4% 8,961 $480K
LongView Wealth Management 0.18% Reduce -11.9% 8,941 $479K
Kathmere Capital Management, LLC 0.05% Add +21.9% 8,883 $476K
PFG Investments, LLC 0.03% Reduce -15.0% 8,870 $475K
Jacobi Capital Management LLC 0.04% Add +57.6% 8,827 $473K
Consolidated Portfolio Review Corp 0.11% Add +55.2% 8,805 $471K
Advisors Capital Management, LLC 0.01% Add +1.4% 8,778 $470K
Salem Investment Counselors Inc. 0.01% Add +21.2% 8,713 $466K
PBMares Wealth Management LLC 0.11% Reduce -12.8% 8,708 $466K
Family Asset Management, LLC 0.30% Add +13.3% 8,695 $465K
REDW Wealth LLC 0.12% No change 8,647 $463K
Cardinal Strategic Wealth Guidance 0.17% Reduce -23.2% 8,619 $461K
Karpus Management, Inc. 0.01% Reduce -9.2% 8,616 $461K
Trueblood Wealth Management, LLC 0.26% Reduce -0.2% 8,586 $460K
Northeast Financial Consultants Inc 0.02% No change 8,524 $456K
IFG Advisors, LLC 0.11% Add +1.6% 8,513 $456K
Financial Perspectives, Inc 0.17% Reduce -32.9% 8,490 $454K
SG Americas Securities, LLC 0.00% Add +75.3% 8,476 $454K
Catalina Capital Group, LLC 0.17% Add +16.8% 8,431 $451K
Inspirion Wealth Advisors, LLC 0.07% Reduce -0.5% 8,429 $451K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -6.1% 8,363 $448K
First County Bank 0.23% Add +6.2% 8,356 $447K
Burford Brothers, Inc. 0.26% Reduce -1.7% 8,310 $445K
Wesbanco Bank Inc. 0.02% Reduce -10.1% 8,276 $443K
Seven Mile Advisory 0.32% Add +1.1% 8,255 $442K
ShoreHaven Wealth Partners, LLC 0.23% Reduce -0.0% 8,234 $441K
Horan Securities, Inc. 0.19% Add +20.6% 8,200 $439K
Moss Adams Wealth Advisors LLC 0.06% New 8,195 $439K
Sage Mountain Advisors LLC 0.04% Reduce -0.3% 8,184 $438K
Aspire Wealth Management Corp 0.25% Add +98.4% 8,171 $437K
Hubbell Strickland Wealth Management, LLC 0.22% Add +0.9% 8,145 $436K
Hutchens & Kramer Investment Management Group, LLC 0.24% New 8,106 $435K
HBK Sorce Advisory LLC 0.02% Add +33.1% 8,111 $434K
Strategic Wealth Partners, Ltd. 0.05% Reduce -22.5% 8,083 $433K
Trivium Point Advisory, LLC 0.06% New 8,078 $432K
Doliver Advisors, LP 0.12% Add +3.6% 8,058 $431K
First National Trust Co 0.02% Reduce -4.0% 8,040 $430K
VestGen Investment Management 0.13% New 7,904 $423K
WR Wealth Planners, LLC 0.13% Reduce -2.6% 7,870 $421K
Earned Wealth Advisors, LLC 0.16% Reduce -5.3% 7,832 $419K
Financial Strategies Group, Inc. 0.11% Add +2.9% 7,602 $418K
Narwhal Capital Management 0.04% Reduce -4.1% 7,744 $415K
Sharp Wealth Advisory, LLC 0.36% Reduce -20.2% 7,731 $414K
SIMA Wealth Partners, LLC 0.39% — 7,721 $413K
Seven Post Investment Office LP 0.08% No change 7,693 $412K
Founders Financial Alliance, LLC 0.12% Reduce -4.2% 7,674 $411K
Walkner Condon Financial Advisors LLC 0.09% Reduce -31.7% 7,621 $408K
First Manhattan Co. Llc. 0.00% Reduce -1.9% 7,614 $408K
KWB Wealth 0.06% No change 7,867 $406K
Live Oak Private Wealth LLC 0.07% Add +9.4% 7,576 $406K
SeaCrest Wealth Management, LLC 0.05% Add +25.8% 7,569 $405K
Drucker Wealth 3.0, LLC 0.11% — 7,568 $405K
Tempus Wealth Planning, LLC 0.17% Reduce -17.6% 7,561 $405K
Beacon Financial Advisory LLC 0.15% New 7,527 $403K
Acorn Financial Advisory Services Inc. 0.07% Add +12.7% 7,469 $400K
Everhart Financial Group, Inc. 0.10% Reduce -2.9% 7,465 $400K
Smith Thornton Advisors LLC 0.29% — 7,464 $400K
Essex Financial Services, Inc. 0.03% Add +18.4% 7,593 $398K
C M Bidwell & Associates Ltd. 0.27% Reduce -16.1% 7,439 $398K
NDVR, Inc. 0.41% No change 7,422 $397K
Wayfinding Financial, LLC 0.22% New 7,434 $397K
Northside Capital Management, LLC 0.07% No change 7,364 $394K
MBA Advisors LLC 0.20% Reduce -6.7% 7,363 $394K
Wintrust Investments LLC 0.03% Reduce -59.8% 7,357 $394K
Jackson Thornton Wealth Management, LLC 0.06% Reduce -38.5% 7,339 $393K
Aspire Private Capital, LLC 0.10% Add +158.5% 7,338 $393K
Hanson & Doremus Investment Management 0.07% Reduce -0.8% 7,270 $389K
CGN Advisors LLC 0.05% Add +10.0% 7,250 $388K
Bell Bank 0.03% No change 7,250 $388K
Catalyst Private Wealth, LLC 0.20% Reduce -44.8% 7,241 $388K
W.H. Cornerstone Investments Inc. 0.27% Reduce -20.1% 7,223 $387K
Chicago Capital, LLC 0.01% New 7,228 $387K
Frazier Financial Advisors, LLC 0.31% Add +68.0% 7,199 $385K
Nordwand Advisors, LLC 0.17% No change 7,142 $382K
Pinion Investment Advisors, LLC 0.19% Reduce -5.6% 7,136 $382K
Well Done, LLC 0.08% Reduce -8.1% 7,120 $381K
River Street Advisors LLC 0.23% New 7,064 $378K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -19.0% 7,056 $378K
FSC Wealth Advisors, LLC 0.28% Add +90.9% 7,028 $376K
Main Street Financial Solutions, LLC 0.04% Reduce -11.7% 7,025 $376K
Pallas Capital Advisors LLC 0.02% Reduce -0.9% 6,937 $376K
Stephens Inc. 0.01% Reduce -17.5% 7,018 $376K
ICONIQ Capital, LLC 0.01% Reduce -13.4% 7,013 $375K
LexAurum Advisors, LLC 0.09% Add +1.0% 7,012 $375K
Sunflower Bank, N.A. 0.09% Reduce -2.5% 7,000 $375K
Leo Wealth, LLC 0.04% Add +3.0% 6,979 $374K
CCG Wealth Management, LLC 0.21% No change 6,926 $371K
Procyon Advisors, LLC 0.03% Reduce -20.8% 6,908 $370K
Summit Trail Advisors, LLC 0.01% Add +30.1% 6,860 $367K
Clearview Wealth Advisors LLC 0.32% Reduce -69.8% 6,852 $367K
Raymond James Trust Co. of NH 3.41% Reduce -0.2% 6,851 $367K
Onyx Bridge Wealth Group LLC 0.06% Reduce -1.5% 6,783 $363K
RHS Financial, LLC 0.22% Add +34.5% 6,763 $362K
ETF Store, Inc. 0.37% Reduce -2.8% 6,760 $362K
Callan Capital, LLC 0.03% Reduce -3.0% 6,722 $360K
Private Management Group Inc. 0.01% Reduce -3.4% 6,711 $359K
Fulton Bank, N.A. 0.01% Reduce -17.5% 6,706 $359K
Balboa Wealth Partners 0.10% New 6,695 $358K
Trust Point Inc. 0.03% No change 6,693 $358K
Denver PWM, LLC 0.14% New 6,478 $347K
Independence Bank of Kentucky 0.09% Add +33.7% 6,466 $346K
Melfa Wealth Management, Inc. 0.24% Add +8.0% 6,423 $344K
DGS Capital Management, LLC 0.10% Add +8.3% 6,407 $343K
Strid Group, LLC 0.06% New 6,391 $342K
Edgemoor Investment Advisors, Inc. 0.03% Reduce -46.2% 6,390 $342K
Greenline Partners, LLC 0.05% Reduce -54.2% 6,376 $342K
Accurate Wealth Management, LLC 0.08% Add +1.3% 6,183 $342K
JPL Wealth Management, LLC 0.17% New 6,363 $341K
Sapient Capital LLC 0.01% Reduce -9.4% 6,348 $340K
TCWP LLC 0.83% New 6,339 $339K
Amplius Wealth Advisors, LLC 0.04% Add +5.6% 6,334 $339K
Financial Life Advisors 0.14% Reduce -10.9% 6,327 $339K
GDS Wealth Management 0.04% Reduce -0.8% 6,312 $338K
Brady Family Wealth, LLC 0.11% No change 6,289 $337K
City State Bank 0.14% No change 6,250 $335K
Noesis Capital Mangement Corp. 0.07% Add +1.4% 6,223 $333K
Ellis Investment Partners, LLC 0.07% Add +7.1% 6,196 $332K
Talisman Wealth Advisors LLC 0.38% Reduce -1.4% 6,192 $331K
Private Capital Management, LLC 0.04% Add +0.7% 6,180 $331K
Capital Investment Counsel, LLC 0.06% Reduce -4.7% 6,177 $331K
Phillips Wealth Planners LLC 0.35% Add +0.1% 5,978 $330K
Bogart Wealth, LLC 0.02% Reduce -0.3% 6,162 $330K
Horizon Investments, LLC 0.01% Reduce -95.3% 6,155 $329K
Cary Street Partners Investment Advisory LLC 0.01% Add +2.1% 6,141 $329K
BIP Wealth, LLC 0.03% Reduce -46.4% 6,131 $328K
Westmount Partners, LLC 0.11% New 6,043 $324K
Mandatum Life Insurance Co Ltd 0.11% No change 6,047 $324K
Oarsman Capital, Inc. 0.07% Add +11.0% 6,031 $323K
Spectrum Strategic Capital Management, LLC 0.24% Reduce -4.7% 6,028 $323K
MN Wealth Advisors, LLC 0.19% Add +41.9% 6,016 $322K
Aspen Grove Capital, LLC 0.08% No change 6,001 $321K
LS Investment Advisors, LLC 0.05% No change 6,000 $321K
MA Private Wealth 0.06% Reduce -2.6% 5,974 $320K
Avalon Capital Management 0.10% Add +0.0% 5,969 $320K
Creative Financial Designs Inc. 0.03% Reduce -53.5% 5,950 $319K
Jamison Private Wealth Management, Inc. 0.05% Reduce -27.6% 5,947 $318K
Insigneo Advisory Services, LLC 0.04% Add +30.5% 6,268 $318K
Penobscot Investment Management Company, Inc. 0.03% Reduce -5.6% 5,935 $318K
My Personal CFO, LLC 0.17% Reduce -13.4% 5,931 $318K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Reduce -10.4% 5,903 $316K
Lowe Wealth Advisors, LLC 0.14% Reduce -5.8% 5,865 $314K
Institute for Wealth Management, LLC. 0.04% New 5,863 $314K
Meredith Wealth Planning 0.16% Add +0.9% 5,856 $313K
Kooman & Associates 0.13% Add +0.7% 5,853 $313K
Aptus Capital Advisors, LLC 0.01% Reduce -30.3% 5,849 $313K
Strait & Sound Wealth Management LLC 0.16% Add +7.7% 5,845 $313K
Nicholas Hoffman & Company, LLC. 0.01% Add +10.2% 5,839 $313K
City Holding Co. 0.05% Add +7.4% 5,834 $312K
One Charles Private Wealth Services, LLC 0.13% No change 5,721 $306K
KFG Wealth Management, LLC 0.12% Add +12.3% 5,715 $306K
Manhattan West Asset Management, LLC 0.08% Reduce -62.9% 5,693 $305K
Jackson Hole Capital Partners, LLC 0.07% No change 5,675 $304K
Merriman Wealth Management, LLC 0.01% Add +19.2% 5,671 $304K
RDA Financial Network 0.10% New 5,666 $303K
Bokf, NA 0.01% Add +24.9% 5,666 $303K
Cabot Wealth Management Inc. 0.04% No change 5,661 $303K
Collaborative Wealth Managment Inc. 0.15% Add +1.1% 5,611 $300K
Citizens National Bank Trust Department 0.07% No change 5,600 $300K
Quadrature Capital Ltd 0.01% New 5,596 $300K
Foster & Motley Inc. 0.02% Reduce -4.0% 5,593 $299K
Balanced Rock Investment Advisors LLC 0.25% No change 5,569 $298K
Legacy Wealth Asset Management, LLC 0.08% No change 5,568 $298K
Naviter Wealth, LLC 0.04% Reduce -65.3% 5,568 $298K
Dakota Wealth Management 0.01% Reduce -14.6% 5,566 $298K
Capital Wealth Management, LLC 0.14% Reduce -1.6% 5,537 $296K
Slagle Financial, LLC 0.15% Reduce -23.4% 5,512 $295K
Oakwell Private Wealth Management, LLC 0.08% No change 5,504 $295K
Beaumont Financial Advisors, LLC 0.02% Reduce -41.3% 5,494 $294K
Farmers National Bank 0.09% No change 5,468 $293K
Quadrant Private Wealth Management, LLC 0.07% New 5,433 $291K
Semmax Financial Advisors Inc. 0.09% Add +141.9% 5,424 $290K
Inscription Capital, LLC 0.05% Add +8.8% 5,400 $289K
Beverly Hills Private Wealth, LLC 0.06% New 5,355 $287K
PCA Investment Advisory Services Inc. 0.15% Reduce -1.1% 5,335 $286K
Ally Invest Advisors Inc. 0.03% Add +10.2% 5,302 $284K
Independent Advisor Alliance 0.01% Add +2.4% 5,280 $283K
FSA Advisors, Inc. 0.29% Add +0.8% 5,403 $282K
Midwest Heritage Bank, FSB 0.14% Reduce -25.8% 5,271 $282K
CIC Wealth, LLC 0.08% Add +4.4% 5,243 $281K
Courier Capital LLC 0.02% Add +33.0% 5,240 $280K
Cullen/Frost Bankers, Inc. 0.00% Add +65.3% 5,224 $280K
BBR Partners, LLC 0.02% New 5,197 $278K
Brown Wealth Management, LLC 0.11% Reduce -22.2% 5,193 $278K
New Century Financial Group, LLC 0.12% New 5,160 $276K
Clarity Wealth Advisors, LLC 0.09% Reduce -6.7% 5,156 $276K
Bowman & Co S.C. 0.16% Add +11.9% 5,153 $276K
Syntax Research, Inc. 0.22% Reduce -78.2% 5,148 $276K
True Link Financial Advisors, LLC 0.03% Reduce -37.8% 5,143 $275K
Mitchell McLeod Pugh & Williams Inc. 0.06% New 5,126 $274K
Vermillion & White Wealth Management Group, LLC 0.21% Add +3.2% 5,120 $274K
Little House Capital LLC 0.08% Reduce -4.0% 5,058 $271K
Trust Co. of Vermont 0.01% Add +25.3% 5,050 $270K
BlackDiamond Wealth Management, LLC 0.18% New 5,137 $270K
Country Trust Bank 0.01% Add +1.5% 5,017 $269K
TrueWealth Advisors, LLC 0.10% New 5,010 $268K
Summit Wealth Group, LLC 0.08% Reduce -8.2% 4,982 $267K
Latitude Advisors, LLC 0.16% Reduce -0.1% 4,951 $265K
180 Wealth Advisors, LLC 0.04% New 4,731 $263K
Aprio Wealth Management, LLC 0.05% New 4,907 $263K
Arista Wealth Management, LLC 0.07% New 4,906 $263K
Oliver Lagore Vanvalin Investment Group 0.08% Add +60.9% 4,893 $262K
Biltmore Family Office, LLC 0.05% Add +5.1% 4,891 $262K
Inspire Advisors, LLC 0.03% New 4,866 $260K
Prosperity Financial Group, Inc. 0.16% New 4,860 $260K
Fortis Capital Management LLC 0.06% Add +1.1% 4,851 $260K
Vista Capital Partners, Inc. 0.03% New 4,821 $258K
Rowlandmiller & Partners.adv 0.06% No change 4,815 $258K
W Advisors, LLC 0.17% New 4,802 $257K
Camden National Bank 0.04% New 4,801 $257K
Matrix Asset Advisors Inc. 0.03% Add +1.0% 4,772 $255K
Syntegra Private Wealth Group, LLC 0.03% New 4,753 $254K
Kingfisher Capital LLC 0.06% Add +1.0% 4,732 $253K
Formidable Asset Management, LLC 0.04% New 4,723 $253K
Squarepoint Ops LLC 0.00% Reduce -98.3% 4,711 $252K
9258 Wealth Management, LLC 0.04% Add +4.7% 4,691 $251K
Source Financial Advisors LLC 0.08% Add +0.1% 4,651 $249K
JT Stratford LLC 0.05% New 4,650 $249K
Semus Wealth Partners LLC 0.19% New 4,637 $248K
Breakwater Capital Group 0.06% No change 4,635 $248K
Fielder Capital Group LLC 0.09% New 4,606 $247K
Glen Eagle Advisors, LLC 0.04% Reduce -8.0% 4,594 $246K
Stage Harbor Financial, LLC 0.24% No change 4,571 $245K
Fulcrum Equity Management 0.22% New 4,567 $244K
Beacon Financial Group 0.03% New 4,562 $244K
LCNB Corp. 0.09% Reduce -96.8% 4,551 $244K
Corrado Advisors, LLC 0.16% Reduce -1.9% 4,538 $243K
CIBC Asset Management Inc 0.00% Reduce -25.1% 4,517 $242K
Three Bridge Wealth Advisors, LLC 0.10% New 4,511 $241K
Quad-Cities Investment Group, LLC 0.13% Reduce -3.0% 4,500 $241K
Hardin Capital Partners, LLC 0.16% — 4,485 $240K
West Michigan Advisors, LLC 0.08% Add +11.6% 4,467 $239K
Main Management LLC 0.02% No change 4,470 $239K
Oxford Financial Group, LTD. LLC 0.02% Reduce -6.1% 4,432 $237K
Efficient Advisors, LLC 0.02% Reduce -19.6% 4,428 $237K
AFS Financial Group, LLC 3.17% Reduce -85.3% 4,423 $237K
Obsidian Cio, LLC 0.06% Reduce -21.8% 4,400 $236K
Pathway Financial Advisors LLC 0.06% Add +2.6% 4,389 $235K
Partners in Financial Planning 0.05% Add +5.9% 4,381 $235K
Novak & Powell Financial Services, Inc. 0.15% New 4,381 $235K
Intrua Financial, LLC 0.04% New 4,377 $234K
Trust Co 0.03% No change 4,372 $234K
Kovack Advisors, Inc. 0.03% Reduce -10.9% 4,367 $234K
Baker Avenue Asset Management, LP 0.01% Reduce -1.7% 4,364 $234K
Traphagen Investment Advisors LLC 0.03% Reduce -9.2% 4,360 $233K
Raffa Wealth Management, LLC 0.07% Add +0.9% 4,347 $233K
Bourgeon Capital Management LLC 0.05% No change 4,345 $233K
United Advisor Group, LLC 0.07% New 4,337 $232K
Fi3 FINANCIAL ADVISORS, LLC 0.10% Reduce -7.8% 4,328 $232K
Old Second National Bank of Aurora 0.06% New 4,310 $231K
Paladin Advisory Group, LLC 0.18% Add +10.3% 4,298 $231K
Paces Ferry Wealth Advisors, LLC 0.14% Reduce -0.3% 4,287 $229K
Sunesis Advisors, LLC 0.14% Reduce -44.1% 4,278 $229K
Ascentis Independent Advisors 0.05% — 4,270 $229K
CGC Financial Services, LLC 0.10% Reduce -5.4% 4,240 $227K
Financial Freedom, LLC 0.13% Add +0.8% 4,236 $227K
Kavar Capital Partners Group, LLC 0.04% New 4,156 $222K
Boston Trust Walden Corp 0.00% No change 4,140 $222K
Stonekeep Investments, LLC 0.18% — 4,124 $221K
Martin Currie Ltd. 0.01% Add +682.2% 4,122 $221K
MainStreet Investment Advisors LLC 0.03% New 4,112 $220K
Coastal Bridge Advisors, LLC 0.05% Add +0.0% 4,110 $220K
Schechter Investment Advisors, LLC 0.02% Reduce -2.8% 4,081 $218K
World Equity Group, Inc. 0.07% New 4,070 $218K
Dopkins Wealth Management, LLC 0.13% Add +1.2% 4,064 $218K
Highland Financial Advisors, LLC 0.08% Reduce -49.8% 4,045 $217K
Ethos Financial Group, LLC 0.04% New 4,052 $217K
Banque Cantonale Vaudoise 0.01% Reduce -23.0% 4,048 $217K
Williams Jones Wealth Management, LLC. 0.00% New 4,026 $216K
Matrix Private Capital Group LLC 0.14% No change 4,019 $215K
SevenBridge Financial Group, LLC 0.05% Reduce -3.2% 4,218 $215K
Two West Capital Advisors LLC 0.20% — 3,977 $213K
Debussy Capital Management LP 0.06% Add +0.1% 3,970 $212K
Prosperity Planning, Inc. 0.07% New 3,951 $211K
Riversedge Advisors, LLC 0.05% Add +0.3% 3,951 $211K
Saxon Interests, Inc. 0.10% New 3,927 $210K
Keener Financial Planning LLC 0.14% No change 3,930 $210K
Hazlett, Burt & Watson, Inc. 0.11% Add +12.9% 3,841 $209K
Oak Hill Wealth Advisors, LLC 0.06% — 3,900 $209K
AlTi Global, Inc. 0.01% Reduce -5.5% 3,877 $208K
Gemmer Asset Management LLC 0.02% New 3,859 $207K
Certified Advisory Corp 0.03% Reduce -29.1% 3,854 $206K
Wealth Architects, LLC 0.03% New 3,851 $206K
Tidal Investments LLC 0.00% New 3,846 $206K
Northwest Bank & Trust Co 0.17% No change 3,834 $205K
Baltimore-Washington Financial Advisors, Inc. 0.01% New 3,828 $205K
CPA Asset Management Group, LLC 0.11% Reduce -28.3% 3,824 $205K
LPF Advisors LLC 0.19% New 3,814 $204K
Detalus Advisors, LLC 0.07% New 3,813 $204K
Harbor Advisory Corp. 0.07% New 3,810 $204K
Gratus Capital, LLC 0.01% New 3,810 $204K
Fortitude Advisory Group L.L.C. 0.12% Reduce -9.9% 3,808 $204K
Atlantic Union Bankshares Corp 0.01% Reduce -6.2% 3,802 $204K
Citizens Business Bank 0.04% New 3,801 $203K
Bison Wealth, LLC 0.03% No change 3,942 $203K
First Financial Bankshares Inc 0.00% Reduce -6.7% 3,798 $203K
MontVue Capital Management, Inc. 0.16% New 3,786 $203K
SilverOak Wealth Management LLC 0.05% New 3,784 $203K
HM Payson & Co. 0.00% Reduce -4.1% 3,783 $203K
Unique Wealth, LLC 0.05% New 3,769 $202K
Clarity Capital Partners LLC 0.12% New 3,761 $201K
Hibernia Wealth Partners, LLC 0.07% New 3,739 $200K
Kelly Financial Services LLC 0.07% Add +107.2% 3,632 $194K
Russell Investments Group, Ltd. 0.00% Add +16.0% 3,343 $179K
Glass Jacobson Investment Advisors llc 0.06% Reduce -9.5% 3,312 $177K
Front Row Advisors LLC 0.06% Reduce -12.0% 3,266 $175K
Cypress Capital, LLC 0.05% New 3,253 $174K
Tidemark, LLC 0.08% Reduce -38.1% 3,227 $173K
Riverview Trust Co 0.16% No change 3,165 $169K
LGT Financial Advisors LLC 0.35% Add +396.8% 3,070 $164K
Sound Income Strategies, LLC 0.01% Reduce -77.9% 3,012 $161K
NorthRock Partners, LLC 0.01% Reduce -3.5% 2,973 $159K
Cornerstone Planning Group LLC 0.04% Reduce -39.7% 3,067 $156K
Smartleaf Asset Management LLC 0.03% Reduce -13.4% 2,904 $155K
Lynx Investment Advisory 0.11% — 2,765 $148K
Farmers & Merchants Investments Inc. 0.00% Add +39.6% 2,620 $140K
Barrett & Company, Inc. 0.06% Add +0.6% 2,543 $136K
Rise Advisors, LLC 0.07% Reduce -12.7% 2,308 $124K
Register Financial Advisors LLC 0.06% Add +1.8% 2,272 $122K
Voisard Asset Management Group, Inc. 0.06% No change 2,264 $121K
Benjamin F. Edwards & Company, Inc. 0.00% Add +10.3% 2,236 $120K
Stephens Consulting, LLC 0.03% No change 2,219 $119K
Chesapeake Asset Management LLC 0.11% Add +3.6% 2,209 $118K
Montag A & Associates Inc. 0.01% Add +679.6% 2,066 $111K
Centerpoint Advisors, LLC 0.04% Add +223.2% 2,052 $110K
Caldwell Trust Co 0.01% Reduce -61.4% 2,036 $109K
Cardiff Park Advisors, LLC 0.01% Add +1.0% 1,932 $103K
Wolff Wiese Magana LLC 0.08% Add +56.1% 1,891 $101K
Global Financial Private Client, LLC 0.04% Add +49.7% 1,841 $99K
Family Firm, Inc. 0.02% New 1,840 $98K
IAG Wealth Partners, LLC 0.02% No change 1,831 $98K
Arax Advisory Partners 0.01% Add +0.9% 1,822 $98K
Rothschild Investment LLC 0.01% Add +43.3% 1,784 $95K
Cape Investment Advisory, Inc. 0.04% Add +48.8% 1,774 $95K
Global Wealth Strategies & Associates 0.03% Reduce -58.5% 1,758 $94K
Glassman Wealth Services 0.02% Reduce -10.2% 1,753 $94K
Indiana Trust & Investment Management Co 0.03% Reduce -34.9% 1,726 $92K
Householder Group Estate & Retirement Specialist, LLC 0.03% Add +0.2% 1,715 $91K
West Paces Advisors Inc. 0.02% No change 1,676 $90K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Add +0.7% 1,590 $85K
North Star Investment Management Corp. 0.01% Reduce -8.5% 1,566 $84K
TD Waterhouse Canada Inc. 0.00% Add +125.6% 1,559 $84K
Anchor Investment Management, LLC 0.01% Reduce -7.2% 1,558 $83K
Concord Wealth Partners 0.01% Reduce -34.4% 1,533 $82K
Criterion Capital Advisors, LLC 0.05% Reduce -29.0% 1,521 $81K
Tower Research Capital LLC (TRC) 0.00% Add +1068.2% 1,507 $81K
EnRich Financial Partners LLC 0.03% New 1,504 $81K
Ransom Advisory, Ltd 0.04% No change 1,467 $79K
Signature Resources Capital Management, LLC 0.06% Reduce -15.0% 1,420 $76K
Horizons Wealth Management 0.06% No change 1,377 $74K
TCTC Holdings, LLC 0.00% No change 1,370 $73K
Strategic Financial Concepts, LLC 0.04% New 136,055 $72K
Investors Research Corp 0.02% No change 1,336 $72K
Mascoma Wealth Management LLC 0.02% Reduce -11.9% 1,328 $71K
Silver Oak Securities, Incorporated 0.01% Add +18.6% 1,320 $71K
First Financial Corp. 0.04% No change 1,297 $69K
Beacon Capital Management, LLC 0.01% Add +49.9% 1,295 $69K
Carmichael Hill & Associates, Inc. 0.03% No change 1,280 $69K
Arlington Trust Co LLC 0.02% Add +63850.0% 1,279 $68K
Rice Partnership, LLC 0.01% Add +2806.8% 1,279 $68K
Viewpoint Capital Management LLC 0.04% No change 1,240 $66K
DHJJ Financial Advisors, Ltd. 0.03% No change 1,209 $65K
Kopp Family Office, LLC 0.04% No change 1,150 $62K
Piscataqua Savings Bank 0.05% Add +7.5% 1,147 $61K
Cassady Schiller Wealth Management, LLC 0.02% No change 1,142 $61K
Pacifica Partners Inc. 0.03% No change 1,101 $60K
Gradient Investments LLC 0.00% Reduce -66.2% 1,105 $59K
GW&K Investment Management, LLC 0.00% No change 1,094 $59K
Creekmur Asset Management LLC 0.01% Add +0.0% 1,075 $58K
Fairman Group, LLC 0.06% Add +0.9% 1,072 $57K
Sanctuary Wealth Management, L.L.C. 0.04% Reduce -0.3% 1,027 $55K
Baldwin Wealth Partners LLC 0.00% Add +32.3% 1,011 $54K
Pingora Partners LLC 0.04% No change 1,000 $54K
American Capital Advisory, LLC 0.04% No change 1,050 $53K
Center for Financial Planning, Inc. 0.01% Reduce -19.7% 989 $53K
Dunhill Financial, LLC 0.03% No change 986 $53K
Family Capital Trust Co 0.02% No change 972 $52K
GPS Wealth Strategies Group, LLC 0.01% Reduce -20.5% 947 $51K
ICA Group Wealth Management, LLC 0.03% Reduce -93.4% 943 $51K
Planning Capital Management Corp 0.03% Add +0.9% 913 $49K
Harbor Investment Advisory, LLC 0.00% Reduce -40.9% 865 $46K
Brown, Lisle/Cummings, Inc. 0.01% Add +0.7% 846 $45K
Tucker Asset Management LLC 0.01% Add +486.9% 804 $43K
Tradewinds Capital Management, LLC 0.01% New 790 $42K
Janiczek Wealth Management, LLC 0.01% No change 785 $42K
Central Bank & Trust Co. 0.01% No change 776 $42K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 757 $41K
Olistico Wealth, LLC 0.03% New 752 $40K
Innealta Capital, LLC 0.01% New 738 $40K
Moisand Fitzgerald Tamayo, LLC 0.01% Add +259.0% 718 $38K
Fort Vancouver Investment Management, LLC 0.04% — 711 $38K
Financial Network Wealth Advisors LLC 0.03% New 705 $37K
Laurel Wealth Advisors LLC 0.01% Add +3.9% 693 $37K
HighMark Wealth Management LLC 0.02% Add +0.9% 684 $37K
Castleview Partners, LLC 0.02% Reduce -2.9% 662 $35K
LFA - Lugano Financial Advisors SA 0.03% Reduce -31.0% 660 $35K
Jackson, Grant Investment Advisers, Inc. 0.01% Add +0.8% 620 $33K
Covestor Ltd 0.02% Reduce -10.3% 609 $33K
Valley Wealth Managers, Inc. 0.00% No change 614 $33K
Zions Bancorporation, N.A. 0.00% New 612 $33K
Kiely Wealth Advisory Group, Inc. 0.02% Add +540.6% 615 $32K
Centennial Bank 0.02% Reduce -14.2% 600 $32K
Motco 0.00% Reduce -62.1% 597 $32K
Sunbelt Securities, Inc. 0.00% Reduce -2.9% 577 $31K
Mendota Financial Group, LLC 0.02% Reduce -77.7% 574 $31K
Atticus Wealth Management, LLC 0.01% Reduce -38.1% 530 $28K
Proffitt & Goodson Inc. 0.01% Add +132.2% 527 $28K
MGB Wealth Management, LLC 0.01% No change 500 $28K
Chris Bulman Inc 0.02% — 507 $27K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Add +6.1% 506 $27K
Ramirez Asset Management, Inc. 0.01% Add +263.2% 494 $26K
Camelot Portfolios, LLC 0.01% New 483 $26K
Blue Bell Private Wealth Management, LLC 0.01% No change 482 $26K
Caldwell Sutter Capital, Inc. 0.01% No change 470 $25K
First PREMIER Bank 0.01% No change 469 $25K
Union Savings Bank 0.01% No change 462 $25K
ESL Trust Services, LLC 0.01% No change 460 $25K
Transcendent Capital Group LLC 0.01% Add +0.4% 452 $24K
Beaird Harris Wealth Management, LLC 0.00% Add +3.7% 447 $24K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +60.4% 433 $23K
Plante Moran Financial Advisors, LLC 0.00% Add +2.6% 431 $23K
Pin Oak Investment Advisors Inc. 0.02% No change 392 $21K
McIlrath & Eck, LLC 0.00% Add +89.7% 387 $21K
SRH Advisors, LLC 0.01% No change 384 $21K
Belmont Capital, LLC 0.00% New 377 $20K
HHM Wealth Advisors, LLC 0.00% Reduce -8.8% 371 $20K
Triad Wealth Partners, LLC 0.01% New 362 $19K
First Personal Financial Services 0.00% No change 360 $19K
First Pacific Financial 0.00% Reduce -72.2% 347 $19K
Iron Horse Wealth Management, LLC 0.01% No change 344 $18K
Godsey & Gibb, Inc. 0.00% New 337 $18K
Abich Financial Wealth Management LLC 0.01% Add +5450.0% 333 $18K
PSI Advisors, LLC 0.01% Add +0.3% 330 $18K
Macroview Investment Management LLC 0.02% Add +1.0% 314 $17K
Legend Financial Advisors, Inc. 0.01% No change 312 $17K
M&R Capital Management Inc. 0.00% Add +155.7% 312 $17K
Oakworth Capital, Inc. 0.00% No change 303 $16K
First Command Advisory Services, Inc. 0.00% Reduce -2.9% 302 $16K
Clear Point Advisors Inc. 0.01% No change 299 $16K
Evolution Advisers, Inc. 0.01% No change 300 $16K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 300 $16K
Perritt Capital Management Inc 0.01% Add +1.0% 294 $16K
Tyler-Stone Wealth Management 0.01% No change 291 $16K
Wiser Advisor Group LLC 0.02% Add +683.8% 290 $15K
American National Bank & Trust 0.00% New 278 $15K
TD Capital Management LLC 0.00% Add +1.1% 278 $15K
Main Street Group, LTD 0.01% No change 276 $15K
AllSquare Wealth Management LLC 0.01% Add +94.3% 272 $15K
Bear Mountain Capital, Inc. 0.01% No change 259 $14K
Pacific Center for Financial Services 0.00% No change 269 $14K
Dakota Community Bank & Trust NA 0.08% No change 261 $14K
CNB Bank 0.01% Reduce -13.3% 261 $14K
Bank of New Hampshire 0.00% No change 260 $14K
Colonial Trust Advisors 0.00% No change 200 $11K
Global Trust Asset Management, LLC 0.00% Add +0.5% 191 $10K
DecisionPoint Financial, LLC 0.00% No change 187 $10K
GoalVest Advisory LLC 0.00% Reduce -10.9% 179 $10K
Archer Investment Corp 0.00% Add +0.6% 178 $10K
Sittner & Nelson, LLC 0.00% No change 166 $9K
Activest Wealth Management 0.00% New 159 $9K
Sugarloaf Wealth Management, LLC 0.00% Reduce -93.3% 153 $8K
Morton Brown Family Wealth, LLC 0.00% No change 147 $8K
Clearstead Trust, LLC 0.00% No change 135 $7K
Christopher J. Hasenberg, Inc 0.00% No change 124 $7K
Robinswood Financial LLC 0.00% No change 117 $6K
Silicon Valley Capital Partners 0.00% Add +0.9% 116 $6K
Peoples Bank 0.00% No change 110 $6K
Kozak & Associates, Inc. 0.00% Add +0.0% 107 $6K
Game Plan Financial Advisors, LLC 0.00% No change 107 $6K
PFS Partners, LLC 0.00% Add +1.0% 97 $5K
Addison Advisors LLC 0.00% No change 95 $5K
Opal Wealth Advisors, LLC 0.00% New 95 $5K
Davis Capital Management 0.00% No change 94 $5K
Great Lakes Retirement, Inc. 0.00% New 84 $4K
Eagle Bay Advisors LLC 0.00% No change 79 $4K
Mark Sheptoff Financial Planning, LLC 0.00% No change 77 $4K
Valley National Advisers Inc. 0.00% No change 91 $4K
NFSG Corp 0.00% Reduce -89.0% 73 $4K
Strategic Investment Solutions, Inc. 0.00% — 71 $4K
Eukles Asset Management 0.00% No change 66 $4K
Nemes Rush Group LLC 0.00% Reduce -70.6% 64 $3K
EdgeRock Capital LLC 0.00% New 53 $3K
Hilltop National Bank 0.00% No change 48 $3K
Clarity Asset Management, Inc. 0.00% Add +2.3% 45 $2K
CBIZ Investment Advisory Services, LLC 0.00% Add +300.0% 40 $2K
New Millennium Group LLC 0.00% New 38 $2K
Resources Management Corp. /CT/ 0.00% No change 37 $2K
SouthState Bank Corp 0.00% Reduce -89.3% 35 $2K
Valued Wealth Advisors LLC 0.00% No change 33 $2K
Northwest Capital Management Inc 0.00% Reduce -94.7% 31 $2K
FPC Investment Advisory, Inc. 0.00% New 28 $2K
Anfield Capital Management, LLC 0.00% No change 25 $1K
Ridgewood Investments LLC 0.00% New 23 $1K
Lindbrook Capital, LLC 0.00% No change 20 $1K
Caitlin John, LLC 0.00% No change 19 $1K
AlphaMark Advisors, LLC 0.00% Reduce -78.5% 25 $1K
Angeles Wealth Management, LLC 0.00% No change 8 $428
GHP Investment Advisors, Inc. 0.00% Add +400.0% 5 $268
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 2 $108
Prestige Wealth Management Group LLC 0.00% No change 1 $54
McClarren Financial Advisors, Inc. 0.00% Reduce -67.3% 267 $52
Mattson Financial Services, LLC 0.00% — 1 $27
Strengthening Families & Communities, LLC 0.00% New 4 $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.