iShares Core MSCI EmergingIEMGETF

13F holders, Q4 2024 (December 31)
1,841holders +106
83new positions
98sold out
7famous investors
$52.20avg. 13F price*

At the end of Q4 2024, 1,841 institutions reported holding iShares Core MSCI Emerging (IEMG) in their 13F filings, up 106 from Q3 2024. 83 opened new positions and 98 sold out. The largest holders were Bank of America Corp. ($8.6B), Morgan Stanley ($4.7B) and Creative Planning ($3.7B). 7 famous investors held it, including Ray Dalio (4.2% of Bridgewater Associates's portfolio), Joel Greenblatt (0.4% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions83$158.0M
Exits98$779.5M

All 13F filers, Q3 2024 → Q4 2024: 93,297,851 shares bought and 63,691,169 shares sold, net +29,606,682 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,841 holders

Bank of America Corp. 0.80% Add +0.8% 164,661,915 $8.6B
Morgan Stanley 0.33% Add +15.7% 89,329,505 $4.7B
Creative Planning 3.59% Add +0.5% 70,663,640 $3.7B
Wells Fargo & Company 0.61% Add +4.5% 48,341,996 $2.5B
Tiaa Trust, National Association 6.88% Add +1.2% 43,352,361 $2.3B
Goldman Sachs Group Inc. 0.40% Add +4.9% 39,924,093 $2.1B
Wealthfront Advisers LLC 5.94% Add +2.7% 38,954,372 $2.0B
JPMorgan Chase & Co. 0.14% Reduce -1.8% 32,658,528 $1.7B
BlackRock, Inc. 0.03% Add +2.2% 32,588,640 $1.7B
Envestnet Asset Management Inc. 0.47% Add +9.9% 28,134,631 $1.5B
US Bancorp \de 1.75% Add +3.6% 25,626,618 $1.3B
LPL Financial LLC 0.52% Add +8.1% 24,594,583 $1.3B
FMR LLC 0.06% Add +17.7% 18,765,424 $979.9M
Charles Schwab Investment Management Inc. 0.17% Add +15.8% 18,178,203 $949.3M
Invesco Ltd. 0.18% Add +150.1% 18,169,000 $948.8M
Wit, LLC 30.27% Add +93845.8% 18,088,316 $944.6M
Bridgewater Associates 4.23% Reduce -0.7% 17,659,209 $922.2M
Raymond James Financial Inc. 0.34% — 17,584,545 $918.3M
Northwestern Mutual Wealth Management Co. 0.77% Add +4.7% 17,512,108 $914.5M
UBS Group AG 0.19% Add +0.9% 15,865,559 $828.5M
PNC Financial Services Group, Inc. 0.42% Add +3.2% 11,895,641 $621.2M
M&T Bank Corp 1.92% Add +0.0% 10,985,090 $573.6M
Assetmark, Inc. 1.27% Add +3.0% 8,968,585 $468.3M
Sei Investments Co. 0.57% Add +1.7% 8,553,085 $446.6M
Alliancebernstein L.P. 0.14% Reduce -0.1% 8,152,338 $425.7M
Envestnet Portfolio Solutions, Inc. 1.37% Reduce -13.2% 8,036,066 $419.6M
Betterment LLC 1.00% Reduce -7.5% 8,006,857 $418.1M
Retirement Systems of Alabama 1.47% No change 7,584,431 $396.1M
Citigroup Inc. 0.38% Add +7.8% 7,503,031 $391.8M
Captrust Financial Advisors 1.03% Add +14.9% 6,915,494 $361.1M
Jordan Park Group LLC 25.76% Add +0.3% 6,674,524 $348.5M
Asset Management One Co., Ltd. 1.18% Reduce -3.4% 6,587,448 $344.0M
Bank of New York Mellon Corp 0.06% Add +11.6% 6,584,292 $343.8M
Mariner, LLC 0.54% Add +5.5% 6,175,049 $322.5M
State Street Corp. 0.01% Reduce -10.2% 5,768,308 $301.2M
Moneta Group Investment Advisors LLC 4.18% Add +6.8% 5,713,007 $298.3M
Bank of Montreal 0.14% Reduce -37.8% 5,367,045 $280.3M
Royal Bank of Canada 0.06% Reduce -3.1% 4,974,933 $259.8M
Municipal Employees' Retirement System of Michigan 3.44% No change 4,773,111 $249.3M
Ballentine Partners, LLC 3.73% Reduce -0.3% 4,170,307 $217.8M
Franklin Resources Inc. 0.06% Add +24.1% 4,003,695 $209.1M
Cerity Partners LLC 0.44% Add +3.8% 3,919,736 $204.8M
Truist Financial Corp. 0.30% Add +224.3% 3,627,980 $189.5M
Stifel Financial Corp. 0.19% Add +1.9% 3,582,781 $187.1M
HighTower Advisors, LLC 0.25% Reduce -11.3% 3,514,400 $183.5M
Federation des caisses Desjardins du Quebec 0.93% Add +67.6% 3,500,756 $182.8M
Jane Street Group, LLC 0.29% Reduce -68.1% 3,494,151 $182.5M
Nuveen Asset Management, LLC 0.05% Add +10.9% 3,469,099 $181.2M
Stairway Partners, LLC 11.30% Add +9.2% 3,434,784 $179.4M
Cetera Investment Advisers 0.35% Add +16.3% 3,216,602 $168.0M
Haverford Trust Co 1.64% Reduce -5.3% 3,153,862 $164.7M
Members Trust Co 5.60% Reduce -15.1% 3,110,458 $162.4M
Matson Money. Inc. 5.78% Reduce -0.8% 3,075,632 $161.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 4.25% Add +2.2% 2,827,534 $147.7M
Valeo Financial Advisors, LLC 3.97% Add +1.4% 2,717,734 $141.9M
Nationwide Fund Advisors 11.11% Add +2.4% 2,659,512 $138.9M
Dynasty Wealth Management, LLC 2.34% Add +2630.0% 2,598,183 $135.7M
Mirae Asset Global Investments Co., Ltd. 0.55% Reduce -24.3% 2,575,523 $134.7M
Alesco Advisors, LLC, An ESL Co 4.22% Add +0.2% 2,574,255 $134.4M
Keybank National Association 0.51% Add +2.8% 2,565,074 $133.9M
Blue Trust, Inc. 1.70% Reduce -9.5% 2,545,118 $132.9M
Osaic Holdings, Inc. 0.29% Add +16.6% 2,876,238 $130.1M
United Capital Financial Advisors, LLC 1.05% Reduce -0.2% 2,387,221 $124.7M
Elm Partners Management LLC 8.43% Reduce -3.8% 2,363,087 $123.4M
Mill Creek Capital Advisors, LLC 2.88% Add +3.0% 2,297,324 $120.0M
Ameriprise Financial Inc. 0.03% Reduce -2.3% 2,294,865 $119.8M
MML Investors Services, LLC 0.40% Add +6.8% 2,239,317 $116.9M
Halbert Hargrove Global Advisors, LLC 6.51% Add +2.3% 2,219,910 $115.9M
Partners Capital Investment Group, LLP 3.16% Reduce -39.0% 2,195,128 $114.6M
Avantax Advisory Services, Inc. 0.71% Add +15.1% 2,160,932 $112.8M
Hirtle & Co., LLC 5.40% Reduce -3.5% 2,133,397 $111.4M
Deutsche Bank AG 0.04% Add +0.1% 2,122,279 $110.8M
Corient Private Wealth LP 0.18% Reduce -37.1% 2,109,020 $109.9M
Baird Financial Group, Inc. 0.21% Add +2.8% 2,103,584 $109.8M
Lincoln National Corp. 3.38% Add +7.3% 2,012,952 $105.1M
Commonwealth Equity Services, LLC 0.15% Add +2.2% 1,967,897 $102.8M
Elo Mutual Pension Insurance Co 2.17% Reduce -39.0% 1,951,100 $101.9M
Quotient Wealth Partners, LLC 3.31% Add +2.9% 1,937,149 $101.2M
Fifth Third Bancorp 0.36% Add +34.5% 1,895,031 $99.0M
University of Pittsburgh - Of the Commonwealth System of Higher Education 99.74% Add +2.2% 1,878,067 $98.1M
MAI Capital Management 0.71% Add +23.9% 1,834,492 $95.8M
Focus Partners Wealth 0.24% Add +3.5% 1,736,892 $90.7M
J. Safra Sarasin Holding AG 1.51% Reduce -9.3% 1,710,577 $89.3M
Financiere des Professionnels - Fonds d'investissement inc. 6.15% Reduce -3.5% 1,680,448 $87.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.34% Add +1.5% 1,650,434 $86.2M
Cwm, LLC 0.36% Reduce -0.2% 1,647,571 $86.0M
Wealthspire Advisors, LLC 0.85% Add +0.4% 1,635,475 $85.4M
Nepc LLC 2.17% No change 1,546,393 $80.8M
Wealth Enhancement Advisory Services, LLC 0.15% Add +11.3% 1,542,269 $80.5M
Manufacturers Life Insurance Company, The 0.07% Reduce -28.3% 1,516,969 $79.2M
Citizens Financial Group Inc. 1.54% Reduce -3.0% 1,513,678 $79.0M
Wharton Business Group, LLC 3.46% Reduce -1.7% 1,466,669 $76.6M
Horizon Investments, LLC 2.06% Add +146.8% 1,374,861 $71.8M
Modera Wealth Management, LLC 0.86% Add +4.1% 1,369,286 $71.5M
Factory Mutual Insurance Co. 0.77% Reduce -30.0% 1,365,000 $71.3M
Bessemer Group Inc. 0.11% Add +2.4% 1,328,315 $69.4M
SigFig Wealth Management, LLC 2.48% Add +2.5% 1,311,960 $68.4M
Pathstone Holdings, LLC 0.30% Reduce -3.0% 1,307,898 $68.3M
Janney Montgomery Scott LLC 0.19% Add +4.7% 1,284,419 $67.1M
MCF Advisors LLC 4.63% Add +1.8% 1,262,222 $65.9M
Passaic Partners LLC 9.54% Add +2.1% 1,257,300 $65.7M
Destination Wealth Management 2.05% Add +1.3% 1,255,378 $65.6M
Alaska Permanent Capital Management, LLC 5.35% Reduce -0.6% 1,241,361 $65.1M
Full Sail Capital, LLC 4.05% Add +1.7% 1,215,829 $63.5M
Park Avenue Securities LLC 0.65% Add +7.9% 1,211,575 $63.3M
Retirement Investment Advisors, Inc. 6.66% Add +5.3% 1,208,701 $63.1M
Neuberger Berman Group LLC 0.05% Reduce -11.1% 1,178,776 $61.6M
Robertson Stephens Wealth Management, LLC 2.18% Add +22.1% 1,174,002 $61.3M
Sanctuary Advisors, LLC 0.38% Reduce -0.7% 1,122,463 $60.2M
Nisa Investment Advisors, LLC 0.23% No change 1,126,893 $58.8M
Comerica Bank 0.23% Reduce -10.7% 1,102,874 $57.6M
AE Wealth Management LLC 0.49% Add +28.1% 1,099,987 $57.4M
Fusion Family Wealth, LLC 5.23% Reduce -1.3% 1,091,802 $57.0M
Constellation Investments, Inc. 2.56% — 1,078,482 $56.3M
Adventist Health System/ West 8.62% No change 1,067,519 $55.7M
Stratos Wealth Partners, LTD. 0.78% Add +12.8% 1,045,739 $54.6M
Lockheed Martin Investment Management Co. 2.17% Reduce -46.4% 1,044,600 $54.5M
First Hawaiian Bank 1.77% Reduce -9.6% 1,040,782 $54.3M
Schroder Investment Management Group 0.05% Add +5682.0% 1,035,954 $54.2M
Greenleaf Trust 0.48% Reduce -7.6% 1,010,176 $52.8M
Victory Capital Management Inc. 0.05% Reduce -79.2% 1,008,489 $52.7M
Whittier Trust Co. of Nevada Inc. 1.28% Add +0.2% 1,001,448 $52.3M
Aspiriant, LLC 1.89% Add +1.8% 1,000,894 $52.3M
Meeder Advisory Services, Inc. 3.23% Add +8.8% 989,624 $51.7M
Choreo, LLC 0.73% Add +2.9% 970,845 $50.7M
Allspring Global Investments Holdings, LLC 0.08% Add +17.7% 963,511 $50.3M
Jones Financial Companies LLLP 0.05% Add +35.9% 961,106 $50.2M
Capital Analysts, LLC 2.00% Add +1.8% 953,845 $49.8M
Cresset Asset Management, LLC 0.24% Reduce -10.3% 945,849 $49.4M
Midland Wealth Advisors, LLC 2.90% Add +0.5% 922,604 $48.2M
Brown Advisory Inc. 0.06% Add +0.5% 913,550 $47.7M
Financial Counselors Inc. 0.69% Add +21.7% 902,906 $47.1M
Northern Trust Corp. 0.01% Add +85.7% 893,016 $46.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.88% Reduce -2.1% 872,839 $45.6M
Regions Financial Corp. 0.33% Add +7.5% 857,932 $44.8M
Heritage Wealth Advisors 2.19% Add +2.0% 847,675 $44.3M
Whittier Trust Co. 0.56% Reduce -5.7% 819,635 $42.8M
GenTrust, LLC 1.84% Reduce -11.1% 810,169 $42.3M
Rockefeller Capital Management L.P. 0.11% Add +4.2% 798,334 $41.7M
Southern Farm Bureau Life Insurance 5.88% No change 790,499 $41.4M
Gotham Asset Management 0.39% Add +3.4% 790,904 $41.3M
Focus Partners Advisor Solutions, LLC 0.69% Add +12.7% 778,567 $40.7M
NorthCoast Asset Management LLC 0.20% Reduce -0.7% 774,997 $40.5M
Monashee Investment Management LLC 5.60% Add +1.1% 772,100 $40.3M
Kestra Investment Management, LLC 1.58% Add +18.1% 768,885 $40.2M
Thrivent Financial for Lutherans 0.08% Reduce -21.1% 727,410 $39.9M
National Philanthropic Trust 0.58% Add +0.1% 764,128 $39.9M
Atria Investments, Inc 0.48% Add +2.0% 743,274 $38.8M
Octavia Wealth Advisors, LLC 4.63% Add +2.4% 730,584 $38.2M
Savant Capital, LLC 0.29% Reduce -4.6% 715,971 $37.4M
TD Private Client Wealth LLC 1.04% Add +8.1% 715,040 $37.3M
Principal Securities, Inc. 0.83% Add +21.7% 709,247 $37.0M
Cobblestone Capital Advisors LLC 2.01% Add +1.5% 707,343 $36.9M
University of Massachusetts Foundation, Inc. 19.69% No change 700,928 $36.6M
Sagespring Wealth Partners, LLC 0.96% — 694,732 $36.3M
Wedmont Private Capital 1.91% Add +12.3% 708,478 $36.3M
CKW Financial Group 4.42% Reduce -0.6% 688,416 $35.9M
Quent Capital, LLC 3.72% Add +9.5% 687,766 $35.9M
Litman Gregory Wealth Management LLC 3.11% Reduce -3.8% 686,455 $35.8M
First Citizens Bank & Trust Co. 0.65% Reduce -66.8% 677,869 $35.4M
Mercer Global Advisors Inc. 0.09% Add +185.8% 673,837 $35.2M
Sompo Asset Management Co., Ltd. 5.93% Add +1.0% 672,781 $35.1M
Abound Wealth Management 11.22% Add +6.7% 669,641 $35.0M
NewEdge Advisors, LLC 0.21% Add +36.7% 666,253 $34.8M
Sterling Capital Management LLC 0.47% Add +90.6% 657,837 $34.4M
Wescott Financial Advisory Group, LLC 3.54% Add +0.8% 653,543 $34.1M
New York Life Investment Management LLC 0.33% Add +4.4% 651,913 $34.0M
Strategic Investment Management, LLC 11.43% Add +139.6% 635,003 $33.2M
Connable Office Inc. 3.42% Add +5.1% 632,931 $33.1M
Signaturefd, LLC 0.63% Reduce -3.9% 632,102 $33.0M
Financial Synergies Wealth Advisors, Inc. 4.01% Add +4.8% 619,447 $32.3M
Orion Porfolio Solutions, LLC 0.32% Add +14.2% 615,827 $32.2M
Orion Portfolio Solutions, LLC 0.32% Add +14.2% 615,827 $32.2M
Santa Clara Valley Transportation Authority 32.19% No change 612,479 $32.0M
MPS Loria Financial Planners, LLC 9.43% Add +1.3% 609,732 $31.8M
Sequoia Financial Advisors, LLC 0.31% Add +9.1% 607,675 $31.7M
Cambridge Investment Research Advisors, Inc. 0.11% Add +2.4% 606,042 $31.6M
Connecticut Wealth Management, LLC 1.54% Add +10.8% 601,550 $31.4M
Clarius Group, LLC 2.13% Reduce -34.1% 597,992 $31.2M
Chai Trust Co. LLC 1.61% Add +0.9% 594,544 $31.0M
Cape Cod Five Cents Savings Bank 2.75% No change 537,923 $30.9M
Investure, LLC 1.80% Add +159.5% 583,661 $30.5M
Cambridge Associates LLC /Ma/ 0.97% Reduce -14.3% 582,745 $30.4M
Global Strategic Investment Solutions, LLC 3.55% Reduce -13.2% 580,674 $30.3M
Integrated Wealth Concepts LLC 0.35% Reduce -2.9% 575,676 $30.1M
MBL Wealth, LLC 2.99% Add +5.5% 569,485 $29.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Reduce -18.7% 568,260 $29.7M
MassMutual Private Wealth & Trust, FSB 0.83% Add +9.6% 567,701 $29.6M
Private Advisor Group, LLC 0.17% Add +64.6% 563,385 $29.4M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -8.0% 560,283 $29.3M
Aaron Wealth Advisors LLC 3.36% Reduce -0.3% 553,458 $28.9M
&partners 0.34% Add +171.3% 546,342 $28.7M
Synovus Financial Corp. 0.36% Add +129.3% 548,857 $28.7M
Quadrant Capital Group LLC 1.97% Add +8.0% 548,484 $28.6M
Commerce Bank 0.18% Reduce -6.1% 546,028 $28.5M
State of Wisconsin Investment Board 0.07% Reduce -64.0% 535,800 $28.0M
Merit Financial Group, LLC 0.50% Add +13.6% 533,318 $27.8M
BLB&B Advisors, LLC 1.41% Add +3.0% 529,501 $27.7M
First Foundation Advisors 1.03% Add +1.1% 525,143 $27.4M
Red Cedar Investment Management, LLC 3.44% Add +34.2% 524,626 $27.4M
Ironwood Wealth Management, LLC. 8.41% Add +5.1% 518,881 $27.1M
Wellspring Financial Advisors, LLC 2.80% Add +77.0% 782,001 $26.8M
HSBC Holdings PLC 0.02% Reduce -19.0% 502,128 $26.2M
RiverFront Investment Group, LLC 0.60% Add +8.6% 501,283 $26.2M
Syon Capital LLC 2.36% Reduce -14.2% 500,982 $26.2M
Brand Asset Management Group, Inc. 10.61% Add +2.0% 500,372 $26.1M
Ritholtz Wealth Management 0.76% Add +6.5% 498,246 $26.0M
Magnus Financial Group LLC 2.49% Add +4.0% 492,195 $25.7M
49 Wealth Management, LLC 3.62% Add +26.7% 487,005 $25.4M
Alaska Wealth Advisors, LLC 3.93% Add +1.3% 484,064 $25.3M
Alaska Permanent Fund Corp 0.37% No change 481,000 $25.1M
Vicus Capital 2.17% Add +3.5% 468,759 $24.5M
Foster Group, Inc. 0.92% Add +7.6% 463,802 $24.2M
Allianz Asset Management GmbH 0.03% Add +8.2% 460,600 $24.1M
Becker Capital Management Inc. 0.78% Reduce -12.1% 457,129 $23.9M
Shepherd Financial Partners LLC 2.85% Add +1.0% 456,619 $23.8M
First Financial Bank - Trust Division 2.21% Add +2.8% 454,137 $23.7M
Nottingham Advisors, Inc. 3.00% Reduce -5.8% 452,362 $23.6M
Bartlett & Co. Wealth Management LLC 0.34% Add +1.7% 448,449 $23.4M
Exencial Wealth Advisors, LLC 0.86% Add +3.3% 446,222 $23.3M
TFC Financial Management, Inc. 3.62% Add +3.6% 438,633 $22.9M
Hackensack Meridian Health, Inc. 2.67% No change 431,000 $22.5M
Olympus Wealth Management, LLC 8.04% Reduce -0.6% 423,013 $22.1M
Gallagher Fiduciary Advisors, LLC 4.30% Add +7.3% 420,613 $22.0M
Edge Capital Group, LLC 0.98% Reduce -4.1% 420,078 $21.9M
Foundations Investment Advisors, LLC 0.42% Add +11.0% 416,837 $21.8M
Inherent Management Corp. 17.51% — 415,605 $21.7M
Bridges Investment Management Inc. 0.30% Reduce -0.0% 411,095 $21.5M
SVB Wealth LLC 0.40% Add +312.5% 408,509 $21.3M
McKinley Carter Wealth Services, Inc. 1.27% Add +4.6% 398,473 $20.8M
Tidal Investments LLC 0.17% Add +7.3% 398,083 $20.8M
Makena Capital Management LLC 3.35% New 395,439 $20.6M
Johnson Financial Group, Inc. 0.98% Reduce -32.1% 389,292 $20.6M
Proquility Private Wealth Partners, LLC 6.45% Add +0.3% 383,369 $20.0M
NorthRock Partners, LLC 0.65% Add +9775.6% 383,174 $20.0M
Mutual of America Capital Management LLC 0.21% Add +5.5% 383,098 $20.0M
JB Capital LLC 1.12% Add +8.3% 382,808 $20.0M
Lowe Brockenbrough & Co. Inc. 1.28% Reduce -1.7% 382,070 $20.0M
Towercrest Capital Management 3.07% Add +11.2% 363,249 $19.0M
Crescent Grove Advisors, LLC 1.88% Add +8.4% 363,168 $19.0M
Auto-Owners Insurance Co 0.43% No change 360,000 $18.8M
UMB Bank, n.a. 0.30% Reduce -3.8% 358,406 $18.7M
Parallel Advisors, LLC 0.42% Add +2.2% 356,421 $18.6M
Capital Planning Advisors, LLC 2.85% Reduce -4.3% 353,041 $18.4M
Citizens & Northern Corp. 5.03% New 351,646 $18.4M
Parkside Investments, LLC 2.72% Add +10.7% 347,998 $18.2M
University of Maryland Foundation, Inc. 10.19% New 347,706 $18.2M
Kestra Private Wealth Services, LLC 0.31% Add +7.5% 343,663 $17.9M
Spire Wealth Management 0.56% Reduce -13.7% 343,179 $17.9M
Equitable Holdings, Inc. 0.17% Reduce -3.1% 342,720 $17.9M
Atria Wealth Solutions, Inc. 0.19% Add +31.4% 340,056 $17.8M
iA Global Asset Management Inc. 0.31% Reduce -3.4% 338,505 $17.7M
Rockbridge Investment Management, LCC 2.25% Add +11.3% 336,682 $17.6M
Orgel Wealth Management, LLC 0.46% Add +1.1% 336,216 $17.6M
Rehmann Capital Advisory Group 1.10% Reduce -3.1% 333,112 $17.4M
Capital Advisors Inc. 0.34% Reduce -1.6% 330,664 $17.3M
Financial Management Professionals, Inc. 2.17% Reduce -27.2% 328,811 $17.2M
Sterling Investment Advisors LLC 10.01% Add +0.8% 328,190 $17.1M
Tortoise Investment Management, LLC 1.81% Reduce -3.7% 328,113 $17.1M
Martin Currie Ltd. 0.63% Add +1814.6% 325,977 $17.0M
Custos Family Office, LLC 5.87% Add +4.0% 321,236 $16.8M
Smithfield Trust Co 0.83% Reduce -1.1% 320,733 $16.7M
Glenmede Trust Co. NA 0.09% Reduce -34.2% 319,490 $16.7M
Kestra Advisory Services, LLC 0.09% Add +0.8% 318,634 $16.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% Reduce -5.7% 318,306 $16.6M
Elgethun Capital Management 3.99% Reduce -0.8% 314,878 $16.4M
Heck Capital Advisors, LLC 1.88% Reduce -4.2% 313,224 $16.4M
Marietta Wealth Management, LLC 2.32% New 309,638 $16.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.10% No change 309,600 $16.2M
Concurrent Investment Advisors, LLC 0.44% Add +4.0% 309,048 $16.1M
RKL Wealth Management LLC 1.43% Add +15.9% 308,309 $16.1M
Sentinel Trust Co. Lba 1.84% Add +0.4% 307,461 $16.1M
WealthPlan Investment Management, LLC 1.58% Add +9.0% 306,901 $16.0M
Coldstream Capital Management Inc. 0.34% Reduce -8.3% 306,836 $16.0M
WASHINGTON TRUST Co 0.57% Reduce -1.8% 306,582 $16.0M
Strategic Investment Advisors / MI 1.70% Add +9.9% 306,030 $16.0M
Bank of Hawaii 0.88% Add +2.8% 305,057 $15.9M
OneDigital Investment Advisors LLC 0.18% Reduce -14.6% 303,916 $15.9M
Glenview Trust Co 0.30% Reduce -3.4% 301,670 $15.8M
First Command Advisory Services, Inc. 0.15% Add +15.3% 300,883 $15.7M
Disciplina Capital Management LLC 2.62% Reduce -0.9% 297,740 $15.5M
Steward Partners Investment Advisory, LLC 0.14% Add +1.4% 295,590 $15.4M
Marcum Wealth, LLC 1.34% Reduce -1.6% 295,189 $15.4M
EP Wealth Advisors, LLC 0.13% Reduce -45.6% 293,305 $15.3M
Blair William & Co. 0.04% Add +1.2% 289,866 $15.1M
Marion Wealth Management 3.97% Add +2.9% 287,024 $15.0M
JFS Wealth Advisors, LLC 1.02% Add +0.9% 286,679 $15.0M
Oak Root LLC 1.95% Reduce -5.5% 286,494 $15.0M
Tarbox Family Office, Inc. 2.45% Reduce -0.7% 284,548 $14.9M
Sumitomo Life Insurance Co. 0.28% Add +35.2% 283,900 $14.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -3.5% 282,308 $14.7M
Running Point Capital Advisors, LLC 5.04% Add +4.2% 281,624 $14.7M
Strategic Advocates LLC 4.92% Add +16.2% 279,128 $14.6M
Cascade Financial Partners, LLC 1.88% Add +1.7% 276,264 $14.4M
Scotia Capital Inc. 0.08% Add +1.4% 275,100 $14.4M
Grove Bank & Trust 1.98% Add +23.8% 272,569 $14.2M
Financial Engines Advisors L.L.C. 0.03% Add +8.2% 270,876 $14.1M
Schneider Downs Wealth Management Advisors, LP 2.66% Reduce -2.5% 270,625 $14.1M
Lake Street Advisors Group, LLC 0.65% Reduce -8.5% 269,253 $14.1M
Condor Capital Management 1.23% Add +0.6% 267,799 $14.0M
National Bank of Canada 0.02% Reduce -93.6% 266,942 $13.9M
IFP Advisors, Inc 0.45% Add +1.1% 265,972 $13.9M
Hancock Whitney Corp. 0.44% Add +6.9% 264,239 $13.8M
Chilton Capital Management LLC 0.57% Reduce -0.5% 260,212 $13.6M
Mesirow Financial Investment Management, Inc. 0.27% Add +6.0% 257,248 $13.4M
Wilshire Advisors LLC 4.87% Add +36.6% 255,207 $13.3M
Rock Creek Group LLC 1.39% Reduce -2.3% 253,273 $13.2M
Arkos Global Advisors 1.94% Add +0.3% 252,865 $13.2M
Appleton Partners Inc. 0.97% Add +2.2% 251,455 $13.1M
Fifth Third Wealth Advisors LLC 0.71% Add +26.0% 250,384 $13.1M
Aptus Capital Advisors, LLC 0.16% Add +229.3% 250,230 $13.1M
Fiducient Advisors LLC 1.61% Add +2.5% 249,212 $13.0M
Facet Wealth, Inc. 0.34% Add +28.5% 240,215 $12.9M
Beacon Pointe Advisors, LLC 0.14% Reduce -10.8% 245,802 $12.8M
FDx Advisors, Inc. 3.74% Reduce -3.4% 245,095 $12.8M
Swan Global Investments, LLC 0.62% Reduce -36.8% 244,930 $12.8M
Wealthspire Retirement, LLC 1.01% Reduce -0.1% 244,514 $12.8M
Portland Global Advisors LLC 1.60% Add +5.6% 242,881 $12.7M
Klingman & Associates, LLC 0.80% Add +32.9% 242,456 $12.7M
Meridian Wealth Partners, LLC 1.92% Add +3.1% 242,428 $12.7M
MTC Wealth Management LLC 6.09% Reduce -18.0% 242,077 $12.6M
LMCG Investments, LLC 0.77% Reduce -12.4% 239,288 $12.5M
Shakespeare Wealth Management, LLC 3.36% Add +0.4% 238,432 $12.5M
Blueprint Investment Partners LLC 1.97% Reduce -33.6% 237,412 $12.4M
Integrity Alliance, Llc. 1.34% — 237,048 $12.4M
Resonant Capital Advisors, LLC 0.90% Add +1.4% 236,607 $12.4M
Vestmark Advisory Solutions, Inc. 0.42% Add +9.6% 235,881 $12.3M
Fairhaven Wealth Management, LLC 3.85% Add +1.0% 235,639 $12.3M
Wealthquest Corp 1.00% Add +2.3% 234,949 $12.3M
BSW Wealth Partners 1.79% Reduce -2.6% 233,693 $12.2M
Farther Finance Advisors, LLC 0.44% Add +3.5% 231,760 $12.1M
Americana Partners, LLC 0.49% Add +0.9% 228,844 $12.0M
Twele Capital Management, Inc. 2.53% Add +2.4% 228,680 $11.9M
Summit Financial, LLC 0.42% Add +0.3% 228,424 $11.9M
Associated Banc-Corp 0.36% Add +0.6% 228,326 $11.9M
Opus Capital Group, LLC 1.51% Add +4.2% 227,800 $11.9M
Perigon Wealth Management, LLC 0.29% Add +4.9% 228,187 $11.9M
Pure Financial Advisors, LLC 0.27% Add +7.0% 226,285 $11.8M
Wellington Management Group LLP 0.00% Add +90.0% 224,298 $11.7M
Neumann Capital Management, LLC 3.84% Add +0.1% 221,474 $11.6M
Long Run Wealth Advisors, LLC 2.71% Add +4.5% 216,813 $11.3M
VAUGHAN & Co SECURITIES, INC. 6.80% Add +1.2% 215,913 $11.3M
Hengehold Capital Management LLC 1.06% Reduce -0.4% 215,687 $11.3M
Waverly Advisors, LLC 0.17% Add +160.5% 212,559 $11.1M
GAMMA Investing LLC 0.94% Add +6.8% 211,923 $11.1M
Catalyst Financial Partners LLC 2.08% Add +1.0% 211,562 $11.0M
Veery Capital, LLC 4.21% Add +12.5% 210,886 $11.0M
Pictet Asset Management Holding SA 0.01% Reduce -35.6% 209,700 $11.0M
Galvin, Gaustad & Stein, LLC 0.99% Reduce -2.1% 208,594 $10.9M
Iowa State Bank 2.25% Add +3.5% 206,941 $10.8M
HCR Wealth Advisors 1.35% Add +5.3% 206,801 $10.8M
Columbus Macro, LLC 1.50% Add +162.1% 206,704 $10.8M
RPTC Inc. 2.20% Add +0.5% 206,496 $10.8M
Ascent Wealth Partners, LLC 1.45% Add +3.0% 205,908 $10.8M
McGlone Suttner Wealth Management, Inc. 1.79% Add +34.3% 204,766 $10.7M
Prime Capital Investment Advisors, LLC 0.15% Reduce -5.1% 203,219 $10.6M
Smith & Howard Wealth Management, LLC 2.99% Reduce -0.8% 202,246 $10.6M
PDS Planning, Inc 0.93% Reduce -0.1% 201,080 $10.5M
Peapack Gladstone Financial Corp. 0.15% Reduce -7.5% 200,286 $10.5M
Essential Planning, LLC. 0.07% New 189,457 $10.5M
Financial Advocates Investment Management 0.59% Add +4.1% 197,063 $10.3M
Lazard Asset Management LLC 0.02% Reduce -1.8% 196,684 $10.3M
Beacon Harbor Wealth Advisors, Inc. 2.38% Add +5.9% 196,052 $10.2M
Stephens Group Asset Management, LLC 0.83% Add +0.3% 190,185 $9.9M
Allworth Financial LP 0.05% Add +21.9% 186,406 $9.9M
Tudor Investment Corporation 0.10% Add +160.8% 188,243 $9.8M
Global Retirement Partners, LLC 0.28% Add +9.4% 188,215 $9.8M
Austin Private Wealth, LLC 0.91% Add +8.1% 184,866 $9.7M
Renaissance Technologies 0.01% New 182,500 $9.5M
Checchi Capital Advisers, LLC 0.71% Add +3.6% 181,836 $9.5M
Trek Financial, LLC 0.71% Reduce -19.2% 181,433 $9.5M
Columbia Bank 3.25% Add +3.6% 182,732 $9.4M
Baron Silver Stevens Financial Advisors, LLC 1.59% Add +3.4% 179,048 $9.3M
Astoria Strategic Wealth, Inc. 2.78% Add +2.3% 178,636 $9.3M
Probity Advisors, Inc. 1.79% Reduce -0.2% 178,309 $9.3M
Acima Private Wealth, LLC 3.09% Reduce -19.9% 175,862 $9.2M
Parkside Advisors LLC 2.16% Add +3.9% 175,814 $9.2M
Cornerstone Wealth Group, LLC 0.75% Add +51.3% 175,523 $9.2M
HUB Investment Partners, LLC 0.38% Reduce -4.6% 173,074 $9.0M
Dorsey & Whitney Trust CO LLC 0.49% Add +87.3% 171,930 $9.0M
CW Advisors, LLC 0.12% Reduce -1.2% 171,593 $9.0M
Clearwater Capital Advisors, LLC 0.85% Reduce -7.4% 167,256 $8.7M
BNP Paribas Financial Markets 0.01% Add +883.7% 166,800 $8.7M
WealthShield Partners, LLC 1.22% Reduce -27.9% 165,082 $8.6M
Composition Wealth, LLC 0.17% Add +2.9% 164,914 $8.6M
Avantax Planning Partners, Inc. 0.31% Reduce -5.1% 164,602 $8.6M
Boston Financial Mangement LLC 0.26% Add +3.9% 164,576 $8.6M
Bryant Woods Investment Advisors, LLC 4.08% Reduce -2.5% 161,107 $8.4M
Citadel Advisors 0.01% Reduce -61.8% 161,095 $8.4M
AMG National Trust Bank 0.23% Reduce -1.0% 159,971 $8.4M
ORG Partners LLC 1.16% Add +5.2% 159,804 $8.3M
Ackerman Capital Advisors, LLC 2.18% Reduce -0.6% 159,214 $8.3M
Single Point Partners, LLC 1.91% Reduce -0.9% 159,108 $8.3M
Waterloo Capital, L.P. 0.88% Add +27.7% 159,080 $8.3M
Crestwood Advisors Group, LLC 0.16% Add +3.6% 158,975 $8.3M
Axiom Investors LLC 0.06% Reduce -0.4% 158,900 $8.3M
Martel Wealth Advisors LLC 1.61% Add +0.7% 157,807 $8.2M
Wakefield Asset Management LLLP 2.78% Add +4.4% 157,435 $8.2M
Patriot Investment Management Group, Inc. 0.61% Reduce -2.9% 157,053 $8.2M
Guardian Wealth Advisors, LLC / NC 0.65% New 156,844 $8.2M
Frontier Asset Management, LLC 2.70% Reduce -4.6% 156,734 $8.2M
Twin Focus Capital Partners, LLC 1.19% Reduce -13.0% 153,584 $8.0M
Causey Wealth LLC 4.61% — 151,622 $7.9M
Great Lakes Advisors, LLC 0.07% Add +1.3% 151,471 $7.9M
Alberta Investment Management Corp 0.06% New 150,074 $7.8M
DRW Securities, LLC 0.53% Reduce -76.6% 149,291 $7.8M
Shelter Ins Retirement Plan 9.97% No change 148,902 $7.8M
Pathway Financial Advisors LLC 1.78% Add +1309.6% 148,514 $7.8M
Evensky & Katz LLC 0.51% Add +0.3% 148,286 $7.7M
O'shaughnessy Asset Management, LLC 0.07% Add +49.5% 148,142 $7.7M
KFA Private Wealth Group, LLC 3.22% Add +19.8% 147,251 $7.7M
Mather Group, Llc. 0.10% Add +0.7% 146,496 $7.7M
North Berkeley Wealth Management, LLC 7.71% — 145,419 $7.6M
Forvis Mazars Wealth Advisors, LLC 0.17% Reduce -6.9% 144,921 $7.6M
Beirne Wealth Consulting Services, LLC 2.72% Add +2.0% 144,224 $7.5M
May Hill Capital, LLC 2.86% — 141,669 $7.4M
Sachem Hill LLC 1.53% Reduce -3.0% 140,467 $7.3M
Emerald Advisors, LLC 1.01% Add +4.7% 139,780 $7.3M
Great Diamond Partners, LLC 1.88% Add +1.8% 139,530 $7.3M
River Wealth Advisors LLC 0.96% Add +0.2% 138,665 $7.2M
Conning Inc. 0.26% No change 137,998 $7.2M
Acropolis Investment Management, LLC 0.43% Add +2.0% 137,930 $7.2M
Generali Investments CEE, investicni spolecnost, a.s. 0.74% — 137,900 $7.2M
New England Asset Management Inc. 1.29% No change 137,400 $7.2M
Community Bank, N.A. 0.92% Reduce -0.0% 137,163 $7.2M
Omega Financial Group, LLC 2.71% Add +4.8% 136,979 $7.2M
Adaptive Financial Consulting, LLC 2.96% Reduce -0.6% 136,722 $7.1M
Hobbs Group Advisors, LLC 2.66% Add +615.5% 135,659 $7.1M
Allianz SE 0.18% New 135,050 $7.1M
Apollon Wealth Management, LLC 0.16% Add +7.7% 135,083 $7.1M
Brandywine Oak Private Wealth LLC 0.69% Reduce -1.0% 134,730 $7.0M
Roth Financial Partners LLC 2.79% Add +4.1% 134,259 $7.0M
Bank of Stockton 2.13% Reduce -3.0% 133,929 $7.0M
Ayalon Insurance Comp Ltd. 2.15% Reduce -0.7% 133,355 $7.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.56% Add +15.7% 132,578 $6.9M
Bell Investment Advisors, Inc 1.29% Add +2.4% 131,754 $6.9M
Prudential Financial Inc. 0.01% Reduce -59.7% 131,715 $6.9M
Advisory Services Network, LLC 0.13% Add +3.0% 131,614 $6.9M
B. Riley Wealth Advisors, Inc. 0.22% Reduce -24.5% 130,989 $6.8M
Missouri Trust & Investment Co 2.40% Add +6.4% 130,724 $6.8M
Matthew Goff Investment Advisor, LLC 1.27% Reduce -0.5% 130,581 $6.8M
Sowell Financial Services LLC 0.36% Add +19.0% 130,531 $6.8M
Guidance Point Advisors, LLC 1.99% Add +2.7% 130,474 $6.8M
Blue Edge Capital, LLC 1.06% Reduce -4.8% 129,616 $6.8M
Black Diamond Financial, LLC 1.00% Add +3.6% 128,084 $6.7M
Conrad N. Hilton Foundation 4.67% Reduce -82.6% 127,609 $6.7M
Flywheel Private Wealth LLC 6.10% — 126,984 $6.6M
VPR Management LLC 3.45% No change 126,800 $6.6M
First Trust Advisors LP 0.01% Add +0.7% 126,603 $6.6M
Broadview Financial Management, LLC 4.72% Add +0.7% 126,465 $6.6M
St. Clair Advisors, LLC 1.89% Reduce -58.8% 126,187 $6.6M
Hamilton Capital, LLC 0.50% Add +13.2% 126,004 $6.6M
Everett Harris & Co. 0.08% Reduce -3.9% 125,846 $6.6M
Salomon & Ludwin, LLC 0.69% Reduce -2.1% 124,827 $6.5M
Atlas Capital Advisors Inc. 0.83% Add +6.8% 124,688 $6.5M
LBMC Investment Advisors, LLC 0.51% Reduce -8.6% 124,170 $6.5M
Hudson Capital Management LLC 2.08% Reduce -2.1% 123,893 $6.5M
Titleist Asset Management, LLC 0.74% Add +24.8% 123,837 $6.5M
SCS Capital Management LLC 0.13% Add +89.6% 121,864 $6.4M
Peninsula Wealth, LLC 1.08% Add +73.5% 121,012 $6.3M
SageView Advisory Group, LLC 0.27% Add +10.7% 120,765 $6.3M
Icon Wealth Advisors, LLC 0.52% Add +2.9% 120,519 $6.3M
FIL Ltd 0.01% Reduce -6.8% 120,136 $6.3M
Mission Wealth Management, LP 0.15% Reduce -0.8% 119,589 $6.2M
Nations Financial Group Inc, /Ia/ 0.46% Add +1.6% 119,196 $6.2M
Scarborough Advisors, LLC 0.88% Add +1827.3% 119,186 $6.2M
SteelPeak Wealth, LLC 0.26% Add +3.3% 119,160 $6.2M
CFS Investment Advisory Services, LLC 0.56% Add +2.3% 118,820 $6.2M
WBH Advisory Inc. 0.57% Add +1.6% 118,602 $6.2M
Webster Bank, N. A. 0.66% Reduce -17.0% 117,721 $6.1M
Financial Advisors Network, Inc. 1.02% — 117,488 $6.1M
DT Investment Partners, LLC 0.52% Reduce -0.5% 117,004 $6.1M
World Investment Advisors 0.17% Add +469.9% 116,654 $6.1M
Daiwa Securities Group Inc. 0.03% Add +10.6% 116,111 $6.1M
Highland Capital Management, LLC 0.34% Reduce -3.2% 115,538 $6.0M
Rogco, LP 2.45% Add +2.3% 115,196 $6.0M
St Germain D J Co. Inc. 0.27% Reduce -47.4% 114,985 $6.0M
Clearstead Advisors, LLC 0.09% Reduce -2.8% 114,309 $6.0M
Heritage Investors Management Corp. 0.19% Add +2.7% 113,124 $5.9M
Kingdom Financial Group LLC. 4.03% Add +13.4% 112,878 $5.9M
Texas Yale Capital Corp. 0.24% Add +0.1% 112,710 $5.9M
Stark Wealth Management LLC 4.33% — 112,601 $5.9M
Brooklyn FI, LLC 1.94% Reduce -1.3% 111,672 $5.8M
Sigma Planning Corp 0.18% Reduce -6.1% 111,366 $5.8M
Smith, Moore & Co. 0.52% Add +1.9% 109,183 $5.7M
Russell Investments Group, Ltd. 0.01% Add +20.3% 109,170 $5.7M
Hi-Line Capital Management, LLC 2.49% New 109,145 $5.7M
First Citizens Asset Management, Inc. 2.07% Reduce -26.3% 108,522 $5.7M
Strategic Blueprint, LLC 0.34% Reduce -8.0% 108,481 $5.7M
Alliance Wealth Management Group 1.49% Add +15.3% 106,726 $5.6M
Ashton Thomas Private Wealth, LLC 0.22% Add +21.6% 106,538 $5.6M
Sigma Investment Counselors Inc. 0.32% Reduce -0.3% 105,588 $5.5M
Arrowstreet Capital, Limited Partnership 0.00% New 105,430 $5.5M
Klaas Financial Asset Advisors, LLC 0.97% Add +0.3% 105,353 $5.5M
Boston Research & Management Inc. 1.34% Add +1.3% 105,233 $5.5M
Quattro Financial Advisors LLC 1.41% Add +0.4% 102,979 $5.5M
New Hampshire Trust 1.14% Add +16.6% 103,720 $5.4M
JSF Financial, LLC 1.45% Add +15.0% 103,560 $5.4M
Ironsides Asset Advisors, LLC 1.54% Add +2.2% 102,608 $5.4M
Fortitude Family Office, LLC 1.90% Add +19.7% 102,091 $5.3M
Howard Bailey Securities, LLC 1.95% Add +2.9% 100,646 $5.3M
Highline Wealth Partners LLC 1.71% Add +5.9% 100,417 $5.2M
Physician Wealth Advisors, Inc. 0.88% Add +2.7% 100,133 $5.2M
Circle Wealth Management, LLC 0.11% Reduce -1.3% 99,910 $5.2M
Avidian Wealth Enterprises, LLC 0.23% Reduce -0.6% 99,526 $5.2M
Galilei Investment Office LLP 2.62% — 99,500 $5.2M
Asset Dedication, LLC 0.41% Reduce -11.7% 99,378 $5.2M
One Capital Management, LLC 0.17% Reduce -7.6% 99,375 $5.2M
NewEdge Wealth, LLC 0.09% Add +24.5% 99,038 $5.2M
Birchbrook, Inc. 2.94% Add +1.5% 98,969 $5.2M
Horst & Graben Wealth Management LLC 0.91% Add +0.1% 98,300 $5.1M
Simplicity Wealth,LLC 1.07% Reduce -29.8% 98,061 $5.1M
Turtle Creek Wealth Advisors, LLC 1.18% Add +4.3% 98,001 $5.1M
Kickstand Ventures, Llc. 1.30% Add +6.2% 97,622 $5.1M
Wealthcare Advisory Partners LLC 0.14% Reduce -2.7% 97,382 $5.1M
Madrona Financial Services, LLC 1.37% Add +21.3% 96,068 $5.0M
Wetzel Investment Advisors, Inc. 2.50% Add +8.9% 96,030 $5.0M
Lansing Street Advisors 1.74% Add +6.8% 95,853 $5.0M
Fairview Capital Investment Management, LLC 0.26% Add +0.2% 94,815 $5.0M
Sharkey, Howes & Javer 0.68% Reduce -7.7% 93,198 $4.9M
Napatree Capital LLC 2.84% Add +2.9% 92,764 $4.8M
Central Pacific Bank - Trust Division 0.66% Reduce -23.0% 91,948 $4.8M
IFG Advisory, LLC 0.27% Add +26.4% 91,875 $4.8M
Avos Capital Management, LLC 3.89% — 106,566 $4.8M
Armbruster Capital Management, Inc. 0.97% Add +6.4% 91,048 $4.8M
FAS Wealth Partners, Inc. 0.40% Reduce -3.0% 90,885 $4.7M
Empower Advisory Group, LLC 0.02% Add +2.5% 89,792 $4.7M
Elevate Wealth Advisory, Inc. 3.51% Add +3.7% 89,739 $4.7M
Arbor Investment Advisors, LLC 0.66% Reduce -5.3% 89,187 $4.7M
Lutz Financial Services LLC 0.38% Add +3.9% 89,037 $4.6M
Financial Council, LLC 2.39% Add +2.7% 88,848 $4.6M
Harbour Capital Advisors, LLC 1.03% Reduce -3.3% 88,072 $4.6M
High Falls Advisors, Inc 1.07% Add +1.2% 88,075 $4.6M
Pointe Capital Management LLC 2.63% Add +1.7% 87,702 $4.6M
Sage Rhino Capital LLC 1.00% Add +4.2% 87,459 $4.6M
Canopy Partners, LLC 1.74% Reduce -5.6% 87,261 $4.6M
Sage Advisory Services, Ltd.Co. 2.69% Reduce -68.2% 86,881 $4.5M
Geneos Wealth Management Inc. 0.16% Reduce -3.2% 85,834 $4.5M
Richard W. Paul & Associates, LLC 1.62% Add +1.2% 85,266 $4.5M
Fairway Wealth LLC 1.99% Add +1.0% 84,811 $4.4M
Park Place Capital Corp 1.24% Reduce -12.1% 84,777 $4.4M
Spectrum Wealth Counsel, LLC 0.52% Reduce -11.6% 84,086 $4.4M
Country Club Bank 0.29% Add +14.5% 83,612 $4.4M
Eq LLC 2.03% Reduce -68.4% 82,907 $4.3M
Founders Financial Securities LLC 0.39% Add +793.8% 82,729 $4.3M
Frisco Financial Planning LLC 4.27% — 82,728 $4.3M
Mayflower Financial Advisors, LLC 0.64% Reduce -0.1% 82,538 $4.3M
Invera Wealth Advisors, LLC 4.23% Reduce -0.1% 80,452 $4.3M
Maia Wealth LLC 0.92% Add +3.1% 81,339 $4.3M
Tacita Capital Inc 3.04% Reduce -19.0% 81,567 $4.3M
Gladstone Institutional Advisory LLC 0.20% Add +0.1% 81,004 $4.2M
Encompass Wealth Advisors, LLC 1.71% Add +9.1% 80,951 $4.2M
Life Planning Partners, Inc 3.90% Add +0.1% 80,836 $4.2M
Snowden Capital Advisors LLC 0.13% Reduce -12.0% 80,791 $4.2M
YHB Investment Advisors, Inc. 0.34% Add +1.9% 79,924 $4.2M
Vident Advisory, LLC 0.07% Reduce -2.5% 79,892 $4.2M
Winthrop Capital Management, LLC 1.11% Add +11.5% 79,728 $4.2M
FWG Investments, LLC. 3.24% Add +52.6% 79,730 $4.2M
Rothschild Wealth LLC 1.21% Add +811.9% 79,208 $4.1M
Summit Trail Advisors, LLC 0.15% Add +617.0% 79,128 $4.1M
CI Investments Inc. 0.02% Reduce -92.1% 79,128 $4.1M
Independent Advisor Alliance 0.05% Add +1423.5% 78,996 $4.1M
Bray Capital Advisors 1.12% Reduce -2.1% 78,931 $4.1M
Vance Wealth, LLC 1.59% Reduce -1.8% 78,715 $4.1M
Crane Advisory, LLC 0.72% Reduce -17.5% 78,139 $4.1M
Steele Capital Management, Inc. 0.21% Add +1.3% 78,605 $4.1M
Allegiance Financial Group Advisory Services LLC 1.33% Add +11.8% 78,410 $4.1M
Astoria Portfolio Advisors LLC. 1.46% Reduce -9.9% 79,463 $4.1M
Cornerstone Management, Inc. 0.79% Reduce -26.3% 77,820 $4.1M
Sovereign Investment Advisors, LLC 1.21% Add +2.0% 77,597 $4.1M
Foundry Financial Group, Inc. 2.51% Reduce -7.4% 77,596 $4.1M
Shelter Mutual Insurance Co 1.00% No change 77,114 $4.0M
B.O.S.S. Retirement Advisors, LLC 1.12% Add +1294.0% 77,021 $4.0M
Southern Capital Advisors, LLC 2.22% Reduce -9.8% 76,954 $4.0M
Endowment Wealth Management, Inc. 2.70% Reduce -2.2% 76,929 $4.0M
Ssi Investment Management LLC 1.44% Reduce -32.9% 76,927 $4.0M
Minot DeBlois Advisors LLC 3.66% — 76,644 $4.0M
Swmg, LLC 1.59% Reduce -7.6% 75,444 $4.0M
Tsfg, LLC 0.82% Reduce -13.3% 76,323 $4.0M
Csenge Advisory Group 0.22% Add +0.5% 76,226 $4.0M
Liberty Wealth Management LLC 0.66% Add +201.7% 76,176 $4.0M
Aerodigm Wealth, LLC 2.37% Add +10.4% 75,943 $4.0M
Ellevest, Inc. 0.23% Reduce -25.6% 75,830 $4.0M
Natixis Advisors, LLC 0.01% Add +35.0% 75,799 $4.0M
Atlanta Consulting Group Advisors, LLC 1.46% Reduce -24.4% 75,763 $4.0M
Emergent Wealth Advisors, LLC 2.86% Add +1.1% 75,684 $4.0M
Elyxium Wealth, LLC 2.40% Add +4.7% 75,607 $3.9M
Simon Quick Advisors, LLC 0.24% Reduce -17.5% 75,402 $3.9M
Ausdal Financial Partners, Inc. 0.34% Add +5.5% 75,310 $3.9M
Independent Financial Group, LLC 0.13% Reduce -3.4% 75,098 $3.9M
Defined Wealth Management, LLC 2.59% Reduce -1.2% 74,817 $3.9M
Willis Johnson & Associates, Inc. 0.30% Reduce -6.4% 74,743 $3.9M
Invst, LLC 0.47% Add +7.0% 74,602 $3.9M
CarsonAllaria Wealth Management, Ltd. 2.22% Add +6.2% 74,256 $3.9M
Prosperity Consulting Group, LLC 0.29% Add +1.4% 73,361 $3.8M
Grand Wealth Management, LLC 2.13% Reduce -1.2% 73,229 $3.8M
Stone House Investment Management, LLC 0.97% Reduce -15.3% 73,073 $3.8M
Evergreen Capital Management LLC 0.12% Reduce -2.4% 72,613 $3.8M
Fort Point Capital Partners LLC 0.42% Add +2.0% 72,224 $3.8M
Leavell Investment Management, Inc. 0.18% Add +7.9% 71,756 $3.7M
Mechanics Financial Corp 1.68% Add +2.1% 71,541 $3.7M
Integrated Advisors Network LLC 0.18% Add +0.2% 71,032 $3.7M
Capital Group Private Client Services, Inc. 0.03% Add +3.9% 71,012 $3.7M
Morling Financial Advisors, LLC 1.29% Reduce -1.2% 70,914 $3.7M
Interchange Capital Partners, LLC 1.34% Reduce -2.0% 70,593 $3.7M
Monterey Private Wealth, Inc. 1.21% Add +10.5% 70,480 $3.7M
James J. Burns & Company, LLC 0.64% Add +4.4% 70,443 $3.7M
Clayton Financial Group LLC 1.32% Add +10.1% 70,253 $3.7M
Signet Financial Management, LLC 0.47% Reduce -0.6% 70,130 $3.7M
Presilium Private Wealth, LLC 0.84% Reduce -0.1% 69,834 $3.6M
Oppenheimer & Co. Inc. 0.05% Reduce -0.5% 69,752 $3.6M
Brookstone Capital Management 0.05% Reduce -6.7% 69,167 $3.6M
OMNI 360 Wealth, Inc. 2.40% Add +13.3% 69,098 $3.6M
Next Capital Management LLC 1.48% Add +1.7% 69,072 $3.6M
Parr McKnight Wealth Management Group, LLC 0.52% — 69,072 $3.6M
Variant Private Wealth, LLC 3.43% — 68,857 $3.6M
Axxcess Wealth Management, LLC 0.09% Add +5.7% 68,811 $3.6M
Journey Strategic Wealth LLC 0.13% Reduce -6.9% 68,735 $3.6M
Northwest Wealth Management, LLC 0.76% Add +18.3% 68,707 $3.6M
North Star Asset Management Inc. 0.16% Reduce -3.4% 68,606 $3.6M
Signature Estate & Investment Advisors LLC 0.09% Add +2.6% 68,431 $3.6M
Smith Salley Wealth Management 0.23% Reduce -4.5% 68,400 $3.6M
NBT Bank, N.A. 0.25% Add +3.9% 68,298 $3.6M
LM Advisors LLC 0.64% Add +8.9% 68,262 $3.6M
Cranbrook Wealth Management, LLC 0.82% Add +0.4% 68,158 $3.6M
Exchange Capital Management, Inc. 0.57% Add +1.1% 68,129 $3.6M
Nwam LLC 0.22% Add +28.7% 68,104 $3.6M
First Merchants Corp. 0.14% Add +1.8% 68,075 $3.6M
Global Wealth Management Investment Advisory, Inc. 0.73% Add +3.5% 68,003 $3.6M
Stratos Wealth Advisors, LLC 0.17% Add +4.8% 67,915 $3.5M
Ameraudi Asset Management, Inc. 1.96% No change 67,862 $3.5M
NorthLanding Financial Partners, LLC 3.56% Add +2.9% 67,518 $3.5M
Element Wealth, LLC 1.82% Add +0.6% 66,676 $3.5M
Crewe Advisors LLC 0.48% Reduce -2.9% 66,498 $3.5M
Cantor Fitzgerald Investment Advisors L.P. 0.24% Reduce -7.5% 66,482 $3.5M
Stonebrook Private Inc. 0.91% Reduce -26.4% 66,280 $3.5M
Heritage Financial Services, LLC 0.46% Reduce -2.5% 66,211 $3.5M
Camelot Technology Advisors, Inc. 3.11% Add +4.0% 65,514 $3.4M
Pettinga Financial Advisors LLC 0.77% New 65,510 $3.4M
SPC Financial, Inc. 0.30% Reduce -83.0% 65,190 $3.4M
Rodgers & Associates, LTD 0.41% Reduce -1.1% 65,078 $3.4M
One Wealth Advisors, LLC 0.50% Add +2.0% 64,988 $3.4M
Summit X, LLC 0.75% Reduce -24.2% 64,914 $3.4M
Rosenberg Matthew Hamilton 0.88% Add +7.6% 64,873 $3.4M
Legacy Edge Advisors, LLC 0.54% Reduce -83.3% 64,695 $3.4M
Evolution Wealth Advisors, LLC 0.56% Add +12.0% 64,537 $3.4M
Brown Brothers Harriman & Co. 0.02% Add +17.3% 64,224 $3.4M
Falcon Wealth Planning 0.37% Add +8.9% 64,106 $3.3M
Ieq Capital, LLC 0.03% Add +5.2% 64,076 $3.3M
Dravo Bay LLC 1.62% Add +11.7% 64,061 $3.3M
Beacon Bank & Trust 0.78% Reduce -2.1% 63,856 $3.3M
Avior Wealth Management, LLC 0.12% Add +1.6% 63,679 $3.3M
Keystone Financial Services 1.27% Add +1.3% 63,492 $3.3M
Koesten, Hirschmann & Crabtree, INC. 1.90% Reduce -1.9% 63,349 $3.3M
King Wealth Management Group 0.48% Reduce -3.8% 63,285 $3.3M
10Elms LLP 4.13% — 63,067 $3.3M
PKO Investment Management Joint-Stock Co 0.41% Add +15.1% 63,013 $3.3M
Fiduciary Trust Co 0.04% Add +8.0% 62,867 $3.3M
EPG Wealth Management LLC 0.86% Reduce -7.5% 62,786 $3.3M
Vermillion & White Wealth Management Group, LLC 2.41% Add +1024.2% 62,651 $3.3M
Convergence Financial, LLC 0.65% Add +28.7% 62,619 $3.3M
D L Carlson Investment Group Inc. 0.58% Add +0.9% 62,334 $3.3M
Nova R Wealth, Inc. 1.64% Reduce -5.5% 62,167 $3.2M
Winthrop Advisory Group LLC 0.38% Add +15.8% 61,422 $3.2M
Astra Wealth Partners LLC 3.01% — 61,173 $3.2M
Intergy Private Wealth, LLC 1.19% Add +5.2% 60,850 $3.2M
PAX Financial Group, LLC 0.56% Add +2.1% 60,263 $3.1M
MIdWestOne Financial Group, Inc. 0.44% Reduce -1.3% 60,198 $3.1M
Woodmont Investment Counsel LLC 0.23% Reduce -3.1% 60,158 $3.1M
Eldridge Investment Advisors, Inc. 0.73% Add +0.4% 59,837 $3.1M
Mutual Advisors, LLC 0.09% Reduce -7.7% 60,070 $3.1M
Sunburst Financial Group, LLC 0.77% Reduce -17.8% 59,517 $3.1M
2UniFi Bank 2.05% — 58,845 $3.1M
Keel Point, LLC 0.25% Add +2.4% 58,828 $3.1M
Wealth Alliance, LLC 0.37% Reduce -22.0% 58,692 $3.1M
Westside Investment Management, Inc. 0.65% Reduce -0.4% 58,682 $3.1M
Rovin Capital /Ut/ 1.10% Reduce -78.2% 58,620 $3.1M
Liquid Strategies, LLC 0.62% Reduce -16.0% 57,938 $3.0M
AXA S.A. 0.01% Reduce -41.0% 57,800 $3.0M
TFB Advisors LLC 0.86% Add +3.1% 57,575 $3.0M
Brighton Jones LLC 0.09% Add +9.0% 57,300 $3.0M
Cordgrass Capital Advisors, LLC 0.87% Reduce -0.8% 57,249 $3.0M
Heritage Family Offices, LLP 1.48% Add +42.6% 56,938 $3.0M
Modern Wealth Management, LLC 0.11% Add +43.7% 56,917 $3.0M
Affinity Capital Advisors, LLC 0.56% Reduce -4.3% 56,376 $3.0M
Alpha Omega Wealth Management LLC 0.56% Reduce -0.2% 56,557 $3.0M
Laird Norton Wetherby Wealth Management, LLC 0.14% Add +1.6% 56,479 $2.9M
Wealth Quarterback LLC 1.38% New 56,202 $2.9M
Jmac Enterprises LLC 0.46% Add +1.4% 55,830 $2.9M
Pembroke Management, LTD 0.36% Add +8.3% 55,822 $2.9M
Florida Trust Wealth Management Co 0.09% Add +50.5% 55,765 $2.9M
Townsquare Capital LLC 0.03% Add +17.1% 55,740 $2.9M
Elmwood Wealth Management, Inc. 1.17% Add +11.2% 55,737 $2.9M
Wilmington Savings Fund Society, FSB 0.05% Add +22.8% 55,588 $2.9M
Allie Family Office LLC 1.61% Add +0.2% 55,399 $2.9M
Virtus Family Office LLC 3.61% Reduce -12.3% 55,185 $2.9M
Brady Martz Wealth Solutions, LLC 0.69% — 55,785 $2.9M
Plancorp, LLC 0.12% Add +2.0% 54,777 $2.9M
Stone Summit Wealth LLC 0.95% Reduce -0.5% 54,429 $2.8M
Fifth Third Securities, Inc. 0.24% Add +20.2% 54,362 $2.8M
Motive Wealth Advisors 1.52% Reduce -1.1% 54,234 $2.8M
Hollencrest Capital Management 0.11% Add +4.2% 53,951 $2.8M
TBH Global Asset Management, LLC 0.67% Reduce -21.0% 53,391 $2.8M
Argent Trust Co 0.11% Add +1.2% 53,839 $2.8M
Arete Wealth Advisors, LLC 0.20% Add +9.0% 53,775 $2.8M
Lam Group, Inc. 1.99% Reduce -0.0% 53,570 $2.8M
Princeton Global Asset Management LLC 0.52% Reduce -4.0% 53,120 $2.8M
D.A. Davidson & Co. 0.02% Add +24.0% 53,049 $2.8M
WESCAP Management Group, Inc. 0.67% Add +8.0% 52,962 $2.8M
Compound Planning, Inc. 0.14% Add +1.2% 52,611 $2.7M
IHT Wealth Management, LLC 0.09% Reduce -35.2% 52,381 $2.7M
PrairieView Partners, LLC 0.28% Reduce -29.3% 52,208 $2.7M
Tritonpoint Wealth, LLC 0.25% Add +0.9% 52,155 $2.7M
Bristlecone Advisors, LLC 0.21% Reduce -0.8% 52,067 $2.7M
J.W. Cole Advisors, Inc. 0.11% Reduce -2.6% 51,949 $2.7M
Western Wealth Management, LLC 0.14% Add +0.4% 51,638 $2.7M
Disciplined Investments, LLC 1.31% Add +1.0% 51,020 $2.7M
Mosley Wealth Management 1.65% Add +10.6% 50,448 $2.7M
DecisionMap Wealth Management, LLC 2.10% — 50,768 $2.7M
Charles Schwab Trust Co 0.23% Add +160.0% 50,529 $2.6M
Concourse Financial Group Securities, Inc. 0.15% Add +5.5% 49,475 $2.6M
Federated Hermes, Inc. 0.01% Add +61.9% 49,700 $2.6M
CoreFirst Bank & Trust 1.53% Add +4.1% 49,373 $2.6M
Mycio Wealth Partners, LLC 0.61% Add +0.7% 49,132 $2.6M
Symphony Financial, Ltd. Co. 0.40% Add +2.9% 48,362 $2.6M
Rf&l Wealth Management, LLC 1.80% Add +4.9% 48,759 $2.5M
Money Design Co.,Ltd. 0.13% Add +1.0% 48,425 $2.5M
South Plains Financial, Inc. 1.92% — 48,179 $2.5M
Sandy Spring Bank 0.10% Add +20.4% 48,086 $2.5M
AA Financial Advisors, LLC 0.67% Add +9.2% 47,877 $2.5M
Kilter Group LLC 1.62% — 47,797 $2.5M
Callan Family Office, LLC 0.16% Add +24.0% 46,907 $2.4M
Macquarie Group Ltd. 0.00% No change 46,632 $2.4M
Vise Technologies, Inc. 0.20% Add +0.3% 46,197 $2.4M
Bremer Bank National Association 0.48% Reduce -17.5% 45,998 $2.4M
Principal Financial Group Inc. 0.00% Reduce -97.2% 45,260 $2.4M
Cypress Financial Planning LLC 0.87% Reduce -4.1% 45,244 $2.4M
Zuckerman Investment Group, LLC 0.23% Reduce -49.0% 44,678 $2.4M
TSA Wealth Managment LLC 0.95% Reduce -2.2% 44,949 $2.3M
Orrstown Financial Services Inc. 0.63% Add +14.9% 44,859 $2.3M
Diversify Advisory Services, LLC 0.13% Reduce -15.8% 45,717 $2.3M
Baron Financial Group, LLC 1.45% Add +2.1% 44,766 $2.3M
AdvisorNet Financial, Inc 0.20% Reduce -25.5% 44,705 $2.3M
Compagnie Lombard Odier SCmA 0.03% Add +11.7% 44,691 $2.3M
WCG Wealth Advisors LLC 0.15% Add +2.5% 44,553 $2.3M
Centaurus Financial, Inc. 0.14% Reduce -4.0% 44,132 $2.3M
SOL Capital Management CO 0.26% Reduce -5.8% 44,023 $2.3M
Merkkuri Wealth Advisors LLC 1.81% Add +9.5% 43,937 $2.3M
Balentine LLC 0.09% Add +2.5% 43,795 $2.3M
Elevation Point Wealth Partners, LLC 0.18% Add +53.0% 43,697 $2.3M
Bay Harbor Wealth Management, LLC 0.74% Add +1.9% 43,441 $2.3M
Prospera Financial Services Inc 0.05% Add +21.1% 43,294 $2.3M
SlateStone Wealth, LLC 0.22% Add +7.8% 43,276 $2.3M
Quantinno Capital Management LP 0.02% Add +101.1% 43,218 $2.3M
Bryn Mawr Trust Advisors, LLC 0.12% Add +10.6% 43,213 $2.3M
Unique Wealth Strategies, LLC 0.99% Reduce -22.5% 43,164 $2.3M
Verus Wealth Management, LLC 2.53% — 43,128 $2.3M
CIBC Private Wealth Group LLC 0.00% Add +0.4% 42,881 $2.2M
Moneco Advisors, LLC 0.24% Add +4.4% 42,741 $2.2M
JGP Wealth Management, LLC 0.29% Add +14.7% 42,738 $2.2M
First Horizon Advisors, Inc. 0.06% Reduce -1.0% 42,735 $2.2M
Sepio Capital, LP 0.18% Reduce -0.9% 42,582 $2.2M
Patriot Financial Group Insurance Agency, LLC 0.30% Add +0.1% 42,358 $2.2M
Apeiron RIA LLC 0.61% Reduce -12.8% 42,033 $2.2M
Granby Capital Management, LLC 1.14% Reduce -10.6% 42,000 $2.2M
Patton Albertson Miller Group, LLC 0.29% New 41,921 $2.2M
Sovran Advisors, LLC 0.31% — 42,522 $2.2M
Apella Capital, LLC 0.08% Add +13.3% 41,788 $2.2M
CogentBlue Wealth Advisors, LLC 1.92% — 41,773 $2.2M
Richardson Financial Services Inc. 1.53% Reduce -0.6% 41,664 $2.2M
LifeWealth Investments, LLC 1.44% — 41,641 $2.2M
Darrow Company, Inc. 1.26% Add +0.8% 41,584 $2.2M
Wealthstream Advisors, Inc. 0.40% No change 41,383 $2.2M
TRUE Private Wealth Advisors 0.26% Reduce -9.7% 41,249 $2.2M
Wealth Dimensions Group, Ltd. 0.53% Reduce -0.1% 41,234 $2.2M
Channel Wealth LLC 0.70% Reduce -26.6% 41,078 $2.1M
Rwa Wealth Partners, LLC 0.03% Add +8.3% 41,062 $2.1M
Keebeck Wealth Management 0.31% Add +3.3% 41,055 $2.1M
Continental Advisors LLC 1.62% No change 40,800 $2.1M
Transcend Capital Advisors, LLC 0.15% Reduce -11.5% 40,700 $2.1M
Pinnacle Associates Ltd. 0.03% Reduce -23.6% 40,626 $2.1M
ABLE Financial Group, LLC 0.62% Reduce -71.8% 40,345 $2.1M
Headinvest, LLC 0.40% Add +1.0% 40,275 $2.1M
DDFG, Inc 0.61% Add +18.9% 40,162 $2.1M
Cordant, Inc. 1.10% Reduce -4.3% 39,963 $2.1M
True Vision MN LLC 1.24% Add +1.3% 39,870 $2.1M
First United Bank & Trust 0.76% Reduce -14.6% 39,856 $2.1M
Squarepoint Ops LLC 0.01% Reduce -74.6% 39,819 $2.1M
Red Tortoise LLC 1.09% Add +1.8% 39,698 $2.1M
Regal Investment Advisors LLC 0.15% Reduce -1.8% 39,278 $2.1M
Legacy Private Trust Co. 0.13% Reduce -1.4% 39,278 $2.1M
Private Trust Co. NA 0.21% Add +0.8% 39,046 $2.0M
LifePlan Investment Advisors, Inc. 1.26% Add +91.2% 38,877 $2.0M
CreativeOne Wealth, LLC 0.06% Add +11.7% 38,833 $2.0M
BCGM Wealth Management, LLC 0.64% Add +5.7% 38,789 $2.0M
Focus Financial Network, Inc. 0.08% Add +1.1% 38,616 $2.0M
MKD Wealth Coaches, LLC 2.04% — 38,590 $2.0M
Prime Buchholz LLC 0.65% — 38,350 $2.0M
Okabena Investment Services Inc. 0.55% Add +2.2% 38,108 $2.0M
AtlasMark Financial, Inc 1.82% Add +6.3% 37,977 $2.0M
Strategic Financial Planning, Inc. 1.34% Reduce -0.5% 37,575 $2.0M
1900 Wealth Management LLC 0.16% Add +0.1% 37,398 $2.0M
Sapient Capital LLC 0.04% Add +161.0% 36,760 $1.9M
Freestone Capital Holdings, LLC 0.07% Reduce -1.4% 36,686 $1.9M
Jordan Park Trust Co LLC 1.59% — 36,349 $1.9M
Graypoint LLC 0.11% Reduce -8.0% 36,208 $1.9M
Capital Investment Advisory Services, LLC 0.18% Reduce -10.6% 36,077 $1.9M
4Thought Financial Group Inc. 1.16% Reduce -8.9% 35,907 $1.9M
LJI Wealth Management, LLC 0.37% Reduce -11.8% 35,788 $1.9M
Thrive Wealth Management, LLC 0.34% Reduce -2.1% 35,751 $1.9M
Dynamic Advisor Solutions LLC 0.08% Reduce -79.2% 35,748 $1.9M
Fidelis Capital Partners, LLC 0.19% Add +11.5% 35,180 $1.9M
Van Cleef Asset Management,Inc 0.20% No change 35,387 $1.8M
Arkadios Wealth Advisors 0.10% Reduce -6.4% 35,377 $1.8M
Founders Grove Wealth Partners, LLC 0.53% — 35,369 $1.8M
BCS Wealth Management 0.46% Add +17.6% 35,353 $1.8M
Bleakley Financial Group, LLC 0.06% Add +27.0% 35,226 $1.8M
Hilltop Holdings Inc. 0.12% Reduce -9.6% 35,115 $1.8M
Joel Adams & Associates, Inc. 1.66% — 34,975 $1.8M
Pinnacle Financial Partners Inc 0.04% Reduce -1.2% 33,916 $1.8M
KMG Fiduciary Partners, LLC 0.15% Add +0.5% 34,522 $1.8M
Capital Asset Advisory Services LLC 0.09% Add +11.9% 34,242 $1.8M
Cypress Wealth Services, LLC 0.36% Reduce -5.5% 34,413 $1.8M
One Day In July LLC 0.19% Reduce -8.1% 33,839 $1.8M
Fiduciary Group, LLC 0.18% Reduce -2.0% 33,802 $1.8M
Topel & Distasi Wealth Management, LLC 0.75% Reduce -0.2% 33,739 $1.8M
High Net Worth Advisory Group LLC 0.49% Add +2.8% 33,735 $1.8M
Courier Capital LLC 0.12% Add +524.7% 33,569 $1.8M
AQR Capital Management 0.00% Add +79.8% 33,527 $1.8M
Rialto Wealth Management, LLC 0.58% — 33,505 $1.7M
Triad Wealth Partners, LLC 0.63% Add +171.6% 33,498 $1.7M
Ascent Capital Management, LLC 1.79% — 33,477 $1.7M
Great Valley Advisor Group, Inc. 0.04% Add +1.2% 33,430 $1.7M
Carrera Capital Advisors 0.41% Add +10.0% 33,415 $1.7M
Cook Wealth, LLC 0.81% Add +20.7% 32,595 $1.7M
Parkside Financial Bank & Trust 0.23% Add +7.6% 33,100 $1.7M
Spinnaker Trust 0.11% Add +5.9% 33,047 $1.7M
HB Wealth Management, LLC 0.02% Reduce -0.9% 32,981 $1.7M
Hart & Patterson Financial Group LLC 0.84% Add +11.1% 32,943 $1.7M
5T Wealth, LLC 0.94% — 32,886 $1.7M
Kelly Financial Group LLC 0.61% — 32,666 $1.7M
Continuum Advisory, LLC 0.22% Add +2.5% 32,640 $1.7M
Claro Advisors Inc. 0.23% Add +6.8% 32,623 $1.7M
Venture Visionary Partners LLC 0.07% Add +5.8% 32,473 $1.7M
SOA Wealth Advisors, LLC. 0.31% Reduce -3.9% 32,420 $1.7M
UNIVEST FINANCIAL Corp 0.11% Add +149.7% 32,222 $1.7M
Traveka Wealth, LLC 0.93% Reduce -40.0% 32,134 $1.7M
BluePointe Capital Management, LLC 0.96% Reduce -29.7% 32,124 $1.7M
US Financial Advisors, LLC 0.51% Reduce -3.3% 32,065 $1.7M
Marks Group Wealth Management, Inc 0.16% Add +3.3% 31,558 $1.6M
Jaffetilchin Investment Partners, LLC 0.12% Add +3.2% 31,350 $1.6M
Laird Norton Wetherby Trust Company, LLC 0.22% Add +140.4% 31,315 $1.6M
Two Sigma Securities, LLC 0.30% Add +567.3% 31,297 $1.6M
BlueSky Wealth Advisors, LLC 0.26% Reduce -13.2% 31,247 $1.6M
Islay Capital Management, LLC 1.14% Reduce -2.4% 31,119 $1.6M
Gryphon Financial Partners LLC 0.23% Add +2.1% 31,109 $1.6M
Parcion Private Wealth LLC 0.12% No change 30,892 $1.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +4.6% 27,993 $1.6M
Ancora Advisors LLC 0.04% Add +31.7% 30,838 $1.6M
Legacy PCG, LLC 1.15% Reduce -3.8% 30,825 $1.6M
Perennial Investment Advisors, LLC 0.19% Add +61.9% 30,590 $1.6M
Heritage Trust Co 0.19% — 30,558 $1.6M
Aspect Partners, LLC 0.92% Add +6.2% 30,537 $1.6M
Verus Capital Partners, LLC 0.15% Reduce -8.0% 30,390 $1.6M
American Trust 0.12% Add +234.2% 30,260 $1.6M
SC&H Financial Advisors, Inc. 0.33% Reduce -0.3% 30,188 $1.6M
Tobias Financial Advisors, Inc. 0.32% Add +0.1% 30,029 $1.6M
CENTRAL TRUST Co 0.04% Add +153.5% 29,878 $1.6M
Arcus Capital Partners, LLC 0.49% Add +10.6% 30,126 $1.6M
Busey Bank 0.05% Add +1.7% 29,734 $1.6M
Chesley Taft & Associates LLC 0.07% No change 29,600 $1.5M
Hoxton Planning & Management, LLC 0.59% Reduce -5.6% 29,401 $1.5M
ICONIQ Capital, LLC 0.02% Add +126.8% 29,189 $1.5M
Rathbones Group PLC 0.01% Add +1.0% 29,070 $1.5M
F/m Investments LLC 0.06% Add +91.0% 28,705 $1.5M
Stokes Family Office, LLC 0.16% Reduce -3.6% 28,675 $1.5M
Shufro Rose & Co. LLC 0.12% Reduce -21.0% 28,620 $1.5M
Pineridge Advisors LLC 0.56% Add +7.3% 28,565 $1.5M
TFO Wealth Partners, LLC 0.70% Add +0.4% 28,418 $1.5M
Wade Financial Advisory, Inc 0.50% Reduce -0.6% 28,350 $1.5M
Larson Financial Group LLC 0.08% Add +1.8% 28,341 $1.5M
BridgePort Financial Solutions, LLC 0.67% — 27,206 $1.5M
Auxano Advisors, LLC 0.37% Add +0.1% 28,166 $1.5M
Twin Peaks Wealth Advisors, LLC 0.62% Add +13.8% 28,162 $1.5M
Syntax Research, Inc. 1.05% Add +442.7% 27,936 $1.5M
Sabal Trust CO 0.08% Reduce -6.0% 27,919 $1.5M
Squire Investment Management Company, LLC 0.64% Reduce -7.3% 27,748 $1.4M
REDW Wealth LLC 0.50% Add +220.9% 27,747 $1.4M
Diversified Portfolios, Inc. 0.16% Add +4.6% 27,640 $1.4M
CoreCap Advisors, LLC 0.07% Reduce -20.7% 27,606 $1.4M
Moors & Cabot, Inc. 0.07% Add +12.5% 27,448 $1.4M
Eight 31 Financial, LLC 1.09% Add +3.1% 27,436 $1.4M
FFT Wealth Management LLC 0.11% Add +154.7% 27,339 $1.4M
JMG Financial Group, Ltd. 0.05% Add +0.1% 27,295 $1.4M
Emprise Bank 0.80% Reduce -0.9% 27,131 $1.4M
Legacy Advisors, LLC 0.14% No change 26,853 $1.4M
Nilsine Partners, LLC 0.15% Add +1.4% 26,828 $1.4M
Ewa, LLC 0.52% Reduce -14.8% 26,485 $1.4M
Concorde Asset Management, LLC 0.72% Reduce -0.4% 26,408 $1.4M
Rothschild & Co Wealth Management UK Ltd 0.02% Add +3.0% 26,371 $1.4M
Silvercrest Asset Management Group LLC 0.01% Add +9.0% 26,335 $1.4M
Spectrum Planning & Advisory Services Inc. 1.19% Add +1.3% 26,257 $1.4M
Calamos Wealth Management LLC 0.07% Add +0.1% 26,210 $1.4M
Chicago Partners Investment Group LLC 0.05% Reduce -9.2% 26,098 $1.4M
Seldon Capital LP 0.56% No change 26,019 $1.4M
Advus Financial Partners, LLC 0.38% Reduce -29.3% 25,814 $1.3M
Hobbs Wealth Management, LLC 1.54% — 25,800 $1.3M
Diversified Enterprises, LLC 0.13% Add +1.1% 25,697 $1.3M
Ascent Group, LLC 0.10% Reduce -19.8% 25,642 $1.3M
Lloyd Advisory Services, LLC. 0.63% Add +87.6% 25,508 $1.3M
Wellington Wealth Strategies, LLC. 1.21% Add +16.3% 24,349 $1.3M
MMBG Investment Advisors Co. 0.14% Add +5.9% 25,187 $1.3M
Firethorn Wealth Partners, LLC 0.65% Reduce -6.8% 25,161 $1.3M
Garde Capital, Inc. 0.09% Reduce -0.2% 25,125 $1.3M
Westwood Holdings Group Inc. 0.01% Reduce -2.5% 24,952 $1.3M
Keystone Financial Group 0.13% Reduce -0.5% 24,836 $1.3M
Richard P Slaughter Associates Inc 0.29% Reduce -71.3% 24,758 $1.3M
Cyndeo Wealth Partners, LLC 0.09% Add +82.2% 24,663 $1.3M
Cornerstone Advisory, LLC 0.15% Add +7.7% 23,393 $1.3M
M1 Capital Management LLC 0.69% — 24,424 $1.3M
Northwest & Ethical Investments L.P. 0.03% New 24,330 $1.3M
Watershed Private Wealth LLC 0.49% Reduce -0.9% 24,297 $1.3M
Shared Vision Wealth Group LLC 0.67% Add +3.0% 24,280 $1.3M
WealthCare Investment Partners, LLC 0.55% Add +4.9% 24,248 $1.3M
PFG Investments, LLC 0.08% Add +15.4% 24,197 $1.3M
Roble, Belko & Company, Inc 0.20% Reduce -1.9% 24,061 $1.3M
American State Bank (Iowa) 0.75% Reduce -2.4% 23,951 $1.3M
Verdence Capital Advisors LLC 0.10% Reduce -10.9% 23,888 $1.2M
Ade, LLC 0.76% Add +2.8% 23,691 $1.2M
W.G. Shaheen & Associates DBA Whitney & Co 0.13% Add +4.8% 23,684 $1.2M
Waldron Private Wealth LLC 0.05% Add +2.0% 23,678 $1.2M
Pinnacle Wealth Management Advisory Group, LLC 0.12% Add +5.0% 23,630 $1.2M
Private Portfolio Partners LLC 0.23% Add +10.4% 23,571 $1.2M
Client 1ST Advisory Group, LLC 0.47% Reduce -13.4% 23,530 $1.2M
Gateway Wealth Partners, LLC 0.32% Add +12.1% 23,483 $1.2M
Aveo Capital Partners, LLC 0.13% Add +1.1% 23,464 $1.2M
Family Investment Center, Inc. 0.31% Reduce -7.2% 23,340 $1.2M
Quest 10 Wealth Builders, Inc. 1.21% — 23,322 $1.2M
Signal Advisors Wealth, LLC 0.14% Reduce -25.5% 23,118 $1.2M
Forefront Wealth Partners, LLC 0.90% — 23,109 $1.2M
IFC Advisors LLC 0.26% — 22,997 $1.2M
Arlington Financial Advisors, LLC 0.24% New 22,982 $1.2M
Meridian Wealth Management, LLC 0.06% Add +6.0% 22,922 $1.2M
OneAscent Financial Services LLC 0.10% New 22,908 $1.2M
Evercore Wealth Management, LLC 0.02% Add +0.5% 22,896 $1.2M
Valmark Advisers, Inc. 0.02% Reduce -15.8% 22,843 $1.2M
Wick Capital Partners, LLC 0.35% Add +1.3% 13,709 $1.2M
Axos Invest Inc. 0.86% Reduce -6.7% 22,541 $1.2M
Tradition Wealth Management, LLC 0.10% Add +2.2% 22,483 $1.2M
Tocqueville Asset Management L.P. 0.02% No change 22,449 $1.2M
Boyd Wealth Management, LLC 0.58% Add +2.7% 22,398 $1.2M
Warwick Investment Management, Inc. 0.24% Add +12.2% 22,334 $1.2M
Fi3 FINANCIAL ADVISORS, LLC 0.44% Add +442.9% 22,250 $1.2M
Moody National Bank Trust Division 0.12% Reduce -26.9% 22,120 $1.2M
Sensible Money, LLC 0.51% Reduce -0.1% 22,094 $1.2M
Wooster Corthell Wealth Management, Inc. 0.25% Reduce -8.5% 22,037 $1.2M
Vanguard Group Inc. 0.00% Add +16.2% 21,962 $1.1M
Schwarz Dygos Wheeler Investment Advisors LLC 0.28% Add +7.2% 21,867 $1.1M
Aletheian Wealth Advisors LLC 0.67% Reduce -3.3% 21,651 $1.1M
Center For Asset Management LLC 0.73% Add +16.6% 21,648 $1.1M
Wedbush Securities Inc. 0.04% Add +9.7% 21,596 $1.1M
VanderPol Investments L.L.C. 2.47% Add +19.8% 21,592 $1.1M
Cove Private Wealth, LLC 0.69% Reduce -62.9% 21,589 $1.1M
Massachusetts Financial Services Co. 0.00% No change 21,453 $1.1M
Harbour Investments, Inc. 0.03% Reduce -21.3% 21,448 $1.1M
Shade Tree Advisors LLC 1.13% — 21,419 $1.1M
Jump Financial, LLC 0.02% New 21,392 $1.1M
Finley Financial, LLC 0.58% — 21,476 $1.1M
Evermay Wealth Management LLC 0.17% Add +5.2% 21,255 $1.1M
LPWM LLC 0.36% Reduce -2.1% 21,220 $1.1M
Choate Investment Advisors 0.03% Reduce -66.6% 21,167 $1.1M
Northeast Financial Consultants Inc 0.05% Add +0.7% 21,147 $1.1M
Fragasso Financial Advisors Inc 0.08% Reduce -0.9% 20,991 $1.1M
Mosaic Family Wealth Partners, LLC 0.16% Add +4.7% 20,897 $1.1M
3EDGE Asset Management, LP 0.07% Reduce -26.2% 20,809 $1.1M
Hillcrest Wealth Advisors - NY, LLC 0.52% Add +6.3% 20,788 $1.1M
Lauterbach Financial Advisors, LLC 0.66% Add +9.8% 20,773 $1.1M
Magnolia Capital Advisors LLC 0.28% Add +50.1% 20,735 $1.1M
Garrison Point Advisors, LLC 0.51% No change 20,673 $1.1M
Coppell Advisory Solutions LLC 0.15% Add +58.5% 20,593 $1.1M
Confluence Wealth Services, Inc. 0.07% Add +0.3% 20,251 $1.1M
Newman Dignan & Sheerar, Inc. 0.28% Reduce -12.4% 20,587 $1.1M
Argent Advisors, Inc. 0.40% Reduce -4.1% 20,464 $1.1M
Armstrong, Fleming & Moore, Inc 0.64% No change 20,379 $1.1M
K2 Financial Inc. 1.05% — 20,817 $1.1M
KPP Advisory Services LLC 0.25% Reduce -0.3% 20,197 $1.1M
Legacy Wealth Asset Management, LLC 0.29% Add +261.6% 20,135 $1.1M
Soltis Investment Advisors LLC 0.10% Reduce -3.3% 20,128 $1.1M
Scissortail Wealth Management, LLC 0.27% Add +4853.8% 20,063 $1.0M
TAGStone Capital, Inc. 0.52% Add +1.4% 20,055 $1.0M
Y-Intercept (Hong Kong) Ltd 0.07% Reduce -48.7% 20,036 $1.0M
Arax Advisory Partners 0.07% Add +997.9% 20,004 $1.0M
Bailard, Inc. 0.03% Add +2.5% 19,814 $1.0M
Prudential PLC 0.01% Add +13.3% 19,740 $1.0M
Morris Financial Concepts, Inc. 0.44% Add +0.7% 19,722 $1.0M
Lantz Financial LLC 0.27% Add +0.2% 19,585 $1.0M
Blankinship & Foster, LLC 0.25% Add +1.8% 19,538 $1.0M
Centurion Wealth Management LLC 0.32% Add +2.3% 19,419 $1.0M
Values Added Financial LLC 0.58% Add +0.3% 19,228 $1.0M
Legacy Bridge, LLC 0.52% Add +0.0% 19,152 $1.0M
Diversified Trust Co. 0.02% Add +20.0% 19,141 $1000K
Northwest Capital Management Inc 0.43% Add +61541.9% 19,109 $998K
Lifelong Wealth Advisors, Inc. 0.45% — 19,057 $995K
Stelac Advisory Services LLC 0.39% No change 19,012 $993K
Level Four Advisory Services, LLC 0.04% Reduce -8.3% 18,980 $991K
Darden Wealth Group Inc 0.67% Reduce -3.6% 18,860 $985K
Private Capital Management LLC 0.20% Reduce -5.1% 18,847 $984K
Baker Boyer National Bank 0.34% Reduce -0.4% 18,835 $984K
XTX Topco Ltd 0.08% New 18,823 $983K
Matauro, LLC 0.21% — 18,801 $982K
Thompson David Blair 0.71% — 18,728 $978K
Flagstar Securities, Inc. 0.24% Add +2.1% 18,679 $975K
MSH Capital Advisors LLC 0.31% Reduce -5.6% 18,661 $975K
Regimen Wealth, LLC 0.32% Add +12.1% 18,653 $972K
Lodestar Private Asset Management LLC 0.12% Add +6.5% 18,527 $968K
Fulton Bank, N.A. 0.04% Add +83.1% 18,516 $967K
Alterna Wealth Management, Inc. 0.81% Add +127.2% 18,473 $965K
Canvas Wealth Advisors, LLC 0.24% Add +40.6% 18,461 $964K
Mayport, LLC 0.28% New 18,453 $964K
Tillman Hartley LLC 0.28% Reduce -0.7% 18,410 $961K
Cahill Financial Advisors Inc. 0.13% Reduce -3.1% 18,402 $961K
Tranquility Partners, LLC 0.36% Reduce -19.1% 18,110 $959K
C2C Wealth Management, LLC 0.89% Reduce -0.8% 18,345 $958K
Kingsview Wealth Management, LLC 0.02% Reduce -11.0% 18,324 $957K
Providence Capital Advisors, LLC 0.19% Add +3.1% 18,319 $957K
Gen-Wealth Partners Inc 0.41% Add +6.8% 18,317 $956K
One Wealth Capital Management, LLC 0.48% — 18,253 $953K
Bangor Savings Bank 0.09% Add +24.7% 18,204 $951K
Kings Path Partners LLC 0.40% Reduce -1.5% 18,152 $948K
LGL Partners, LLC 0.14% Add +82.2% 18,142 $947K
Colton Groome Financial Advisors, LLC 0.36% Add +20.5% 18,120 $946K
Geometric Wealth Advisors 0.17% Add +0.9% 18,069 $944K
Abacus Planning Group, Inc. 0.17% Add +0.0% 18,019 $941K
Upper Left Wealth Management, LLC 0.80% Add +10.1% 17,986 $939K
Cibc World Market Inc. 0.00% Reduce -53.7% 17,918 $936K
Canandaigua National Trust Co of Florida 0.73% Add +138.0% 17,838 $932K
Alteri Wealth LLC 0.26% — 17,686 $924K
Sand Hill Global Advisors, LLC 0.04% Add +4.0% 17,621 $920K
Northwest Bancshares, Inc. 0.17% Reduce -1.1% 17,581 $918K
RFG Advisory, LLC 0.03% Reduce -25.3% 17,546 $916K
Keyes, Stange & Wooten Wealth Management, LLC 0.54% Reduce -2.2% 17,543 $916K
Bison Wealth, LLC 0.11% — 17,334 $905K
William Howard & Co Financial Advisors Inc 0.81% Reduce -0.5% 17,253 $900K
Cohen Capital Management, Inc. 0.15% No change 17,220 $899K
Atlantic Edge Private Wealth Management, LLC 0.28% Reduce -45.9% 17,212 $899K
Bigelow Investment Advisors, LLC 0.42% Add +0.3% 17,165 $896K
Sumitomo Mitsui Financial Group, Inc. 0.01% Reduce -4.4% 17,154 $896K
Blue Fin Capital, Inc. 0.16% Add +1.8% 17,053 $891K
Five Oceans Advisors 0.41% Reduce -3.9% 17,043 $890K
Tolleson Wealth Management, Inc. 0.18% Reduce -35.9% 17,038 $890K
Redmont Wealth Advisors LLC 1.53% Add +2.2% 17,008 $888K
Argonautica Private Wealth Management, Inc. 0.29% Add +1.8% 16,996 $888K
Madison Wealth Partners, Inc 0.25% Reduce -6.5% 16,839 $879K
Nicolet Bankshares Inc. 0.17% Add +12.5% 16,830 $879K
Conservest Capital Advisors, Inc. 0.09% Reduce -26.4% 16,676 $871K
Petix & Botte Co 0.23% Reduce -11.0% 16,664 $870K
Howe & Rusling Inc. 0.07% Add +10.0% 16,504 $862K
IMA Advisory Services, Inc. 0.10% New 16,495 $861K
Arcadia Wealth Management, LLC 0.44% Add +33.5% 16,467 $860K
Kingswood Wealth Advisors, LLC 0.06% Reduce -0.7% 16,413 $857K
Davis Wealth Advisors, LLC 0.94% — 16,395 $856K
Flagship Harbor Advisors, LLC 0.04% Add +5.9% 16,387 $856K
Lido Advisors, LLC 0.01% Add +4.3% 16,386 $856K
Jacobi Capital Management LLC 0.06% Add +5.2% 16,340 $853K
Firestone Capital Management 0.21% Reduce -10.7% 16,312 $852K
Lee Financial Co 0.12% Add +0.0% 16,286 $850K
Pine Valley Investments Ltd Liability Co 0.06% Add +1.7% 16,281 $850K
Roundview Capital LLC 0.06% Add +0.0% 16,238 $848K
CX Institutional 0.03% Add +12.3% 16,193 $846K
Essex Bank 0.21% Reduce -2.2% 16,164 $844K
Strategy Asset Managers LLC 0.16% Add +5.3% 16,103 $841K
Eagle Strategies LLC 0.14% Add +7.8% 16,042 $838K
Maxwell Wealth Strategies Inc. 0.34% Add +4.7% 15,923 $831K
Mma Asset Management LLC 0.36% Reduce -50.0% 15,889 $830K
Inman Jager Wealth Management, LLC 0.65% — 15,888 $830K
First County Bank 0.46% Add +7.3% 15,848 $828K
Kennebec Savings Bank 0.83% Add +22.7% 16,192 $823K
FFG Retirement Advisors LLC 0.54% Reduce -41.7% 15,744 $822K
Veracity Capital LLC 0.30% Add +36.6% 15,732 $822K
Evanson Asset Management, LLC 0.06% Reduce -3.3% 15,722 $821K
Bahl & Gaynor LLC 0.00% Reduce -5.2% 15,715 $821K
Cornerstone Partners Capital Management, LLC 1.75% Reduce -5.2% 15,694 $820K
Cooper Financial Group 0.10% Add +13.2% 15,667 $818K
Amara Financial, Llc. 0.75% Add +14.3% 15,657 $818K
Lane & Associates LLC 0.42% Reduce -47.4% 15,404 $816K
Friday Financial 0.56% — 15,621 $816K
Goldstein Advisors, LLC 0.12% Add +0.8% 15,591 $814K
DAVENPORT & Co LLC 0.00% Add +1.1% 15,539 $811K
FineMark National Bank & Trust 0.03% Add +1.6% 15,437 $806K
Sovereign Financial Group, Inc. 0.18% Reduce -1.3% 15,357 $802K
Unique Wealth, LLC 0.17% New 15,327 $800K
McAdam, LLC 0.04% Add +50.7% 15,309 $799K
Theory Financial LLC 0.33% Add +11.1% 15,307 $799K
Amundi 0.00% Reduce -6.8% 15,318 $798K
Renasant Bank 0.51% Reduce -35.0% 15,213 $794K
Savvy Advisors, Inc. 0.10% Add +23.0% 15,173 $792K
Tiemann Investment Advisors, LLC 0.35% Add +3.2% 15,163 $792K
Tranquilli Financial Advisor LLC 0.50% New 15,131 $790K
Everhart Financial Group, Inc. 0.16% Add +2.2% 15,040 $785K
My Legacy Advisors, LLC 0.30% Reduce -1.3% 15,068 $784K
HRT Financial LP 0.00% New 14,981 $782K
Visionary Wealth Advisors 0.05% Add +12.4% 14,915 $779K
Venturi Wealth Management, LLC 0.04% Reduce -95.2% 14,883 $777K
Trueblood Wealth Management, LLC 0.38% Add +24.1% 14,883 $777K
Cherry Tree Wealth Management, LLC 0.19% Add +0.2% 14,859 $776K
Colonial Trust Co / SC 0.11% Add +0.9% 14,814 $774K
Maripau Wealth Management LLC 0.46% Reduce -39.2% 14,801 $773K
Solstein Capital, LLC 0.43% No change 14,580 $761K
Tudor Financial Inc. 0.44% Reduce -5.4% 14,566 $761K
Barnes Wealth Management Group, Inc 0.51% — 14,506 $757K
Susquehanna International Group, LLP 0.00% Reduce -99.5% 14,410 $752K
Canandaigua National Bank & Trust Co. 0.07% No change 14,353 $750K
WealthPLAN Partners, LLC 0.11% Reduce -13.7% 14,347 $749K
Endeavor Private Wealth, Inc. 0.71% — 14,340 $749K
National Wealth Management Group, LLC 0.50% Add +2.5% 14,324 $748K
Hexagon Capital Partners LLC 0.14% Add +0.7% 14,306 $747K
BlackDiamond Wealth Management, LLC 0.43% Add +239.2% 14,275 $745K
tru Independence LLC 0.23% Reduce -7.3% 14,232 $743K
Pinnacle Bancorp, Inc. 0.24% Add +12.2% 14,217 $742K
Rossmore Private Capital 0.09% Reduce -42.2% 14,204 $742K
Cornerstone Wealth Management, LLC 0.05% Add +0.3% 14,176 $740K
St. Louis Trust Co 0.11% No change 14,115 $737K
StoneX Group Inc. 0.04% Reduce -2.9% 14,094 $736K
Agf Management Ltd. 0.00% No change 14,090 $736K
Clear Investment Research, LLC 0.95% Add +3.7% 14,084 $736K
Montecito Bank & Trust 0.13% Reduce -4.5% 14,033 $733K
International Private Wealth Advisors LLC 0.73% Add +224.5% 14,004 $731K
Hemington Wealth Management 0.18% Add +0.4% 13,977 $729K
Accurate Wealth Management, LLC 0.14% Add +1.4% 14,226 $728K
Fourth Dimension Wealth, LLC 0.38% — 13,937 $728K
Mainstream Capital Management LLC 0.51% Reduce -4.0% 13,918 $727K
Parsons Capital Management Inc. 0.04% Add +9.9% 13,915 $727K
CVA Family Office, LLC 0.11% Reduce -5.2% 13,878 $725K
Puff Wealth Management, LLC 1.26% — 13,863 $724K
Kraft Asset Management, LLC 0.56% Reduce -0.2% 13,841 $720K
Cambridge Financial Group, LLC 0.31% Reduce -3.1% 13,749 $718K
Cypress Capital Group 0.09% Reduce -4.0% 13,736 $717K
MV Capital Management, Inc. 0.08% Reduce -24.9% 13,713 $716K
Vertex Planning Partners, LLC 0.16% Add +0.1% 13,704 $716K
U.S. Capital Wealth Advisors, LLC 0.02% Add +32.3% 13,687 $715K
JNBA Financial Advisors 0.07% Add +1.2% 13,673 $714K
Haverford Financial Services, Inc. 0.22% No change 13,590 $710K
CWA Asset Management Group, LLC 0.04% New 13,547 $707K
Kondo Wealth Advisors, Inc. 0.36% — 13,519 $706K
Peirce Capital Management, LLC 0.36% No change 13,505 $705K
Aspire Growth Partners LLC 0.69% — 13,494 $705K
Naples Global Advisors, LLC 0.07% Reduce -2.8% 13,489 $704K
Pines Wealth Management, LLC 0.31% — 13,745 $704K
Copperleaf Capital, LLC 0.44% Add +31.3% 13,375 $698K
Arrowroot Family Office, LLC 0.36% Add +1.0% 13,357 $698K
Vista Investment Management 0.26% Reduce -0.2% 13,275 $693K
TPG Financial Advisors, LLC 0.30% Reduce -25.3% 13,266 $693K
Maryland Capital Advisors Inc. 0.32% Reduce -1.6% 13,246 $692K
Summit Wealth Partners, LLC 0.14% Reduce -16.2% 13,243 $692K
Stonehage Fleming Financial Services Holdings Ltd 0.02% No change 13,089 $684K
Peterson Wealth Services 0.21% Reduce -1.3% 13,075 $683K
JDM Financial Group LLC 0.35% Add +8.3% 13,054 $682K
Compton Financial Group, LLC 0.20% Add +2.6% 12,824 $670K
PFG Advisors 0.04% Reduce -10.8% 12,785 $668K
CWS Financial Advisors, LLC 0.21% Add +2.5% 12,655 $661K
Vontobel Holding Ltd. 0.00% Add +24.1% 12,600 $658K
Viewpoint Capital Management LLC 0.34% Add +105.6% 12,577 $657K
MorganRosel Wealth Management, LLC 0.21% Reduce -1.9% 12,524 $654K
Trivium Point Advisory, LLC 0.08% Add +48.9% 12,514 $653K
Net Worth Advisory Group 0.20% Reduce -8.6% 12,508 $653K
Blue Oak Capital, LLC 0.40% — 12,491 $652K
GeoWealth Management, LLC 0.02% Reduce -6.9% 12,480 $652K
Koshinski Asset Management, Inc. 0.06% Reduce -7.3% 12,454 $650K
First Heartland Consultants, Inc. 0.07% Add +29.4% 12,450 $650K
DBK Financial Counsel, LLC 0.65% No change 12,447 $650K
TruNorth Capital Management, LLC 0.18% No change 12,437 $649K
Sachetta, LLC 0.26% Add +7.9% 12,421 $649K
EverSource Wealth Advisors, LLC 0.04% Add +33.4% 12,365 $646K
United Advisor Group, LLC 0.13% Reduce -9.8% 12,361 $646K
Meeder Asset Management Inc. 0.04% No change 12,312 $643K
Comprehensive Money Management Services LLC 0.53% — 12,230 $639K
Consolidated Portfolio Review Corp 0.10% Add +35.9% 12,156 $635K
FSC Wealth Advisors, LLC 0.41% Add +36.7% 12,152 $635K
Sound View Wealth Advisors Group, LLC 0.05% Reduce -8.8% 12,144 $634K
First Bank & Trust 0.12% Add +6.1% 12,083 $631K
Washington Trust Advisors, Inc. 0.05% Add +9.6% 12,065 $630K
International Assets Investment Management, LLC 0.05% Add +0.6% 12,077 $630K
M Holdings Securities, Inc. 0.10% Reduce -1.9% 12,048 $629K
Riversedge Advisors, LLC 0.14% Add +200.7% 12,008 $627K
New Republic Capital, LLC 0.41% Reduce -4.6% 11,976 $625K
Frank, Rimerman Advisors LLC 0.05% No change 11,944 $624K
VERITY Wealth Advisors 0.45% Add +1.4% 11,905 $622K
Davidson Trust Co. 0.32% Reduce -0.1% 11,901 $621K
Allen Capital Group, LLC 0.08% Add +1.6% 11,878 $620K
Black Cypress Capital Management, LLC 0.54% Reduce -4.5% 11,859 $619K
BG Investment Services, LLC 0.62% — 11,815 $617K
Angeles Investment Advisors, LLC 0.03% No change 11,800 $616K
Keystone Financial Group, Inc. 0.50% — 11,797 $616K
Townsend Asset Management Corp. /NC/ 0.22% No change 11,776 $615K
BIP Wealth, LLC 0.04% Reduce -3.0% 11,755 $614K
Verum Partners LLC 0.18% Reduce -0.6% 11,748 $613K
Tompkins Financial Corp. 0.06% Add +1.3% 11,745 $613K
Howard Financial Services, LTD. 0.08% Add +0.0% 11,720 $612K
Empirical Asset Management, LLC 0.20% Add +403.1% 58,894 $612K
Coordinated Financial Services, Inc. 0.48% — 11,674 $610K
Lake Street Private Wealth, LLC 0.10% Add +12.8% 11,570 $604K
Realta Investment Advisors 0.25% Reduce -8.3% 11,439 $602K
Cornerstone Advisors Asset Management, LLC 0.13% Reduce -0.3% 11,451 $598K
Aspen Investment Management Inc 0.27% Reduce -25.7% 11,288 $589K
Bush Investment Group, LLC 0.46% Add +5.2% 11,200 $585K
Charter Oak Capital Management, LLC 0.05% Reduce -2.6% 11,171 $583K
Key Financial Inc 0.13% Add +2.0% 11,144 $582K
Hassell Wealth Management, LLC 0.23% Add +3.4% 10,971 $579K
Trexquant Investment LP 0.01% New 11,060 $578K
Alpha Advisors, LLC 0.59% — 10,992 $574K
Tufton Capital Management 0.11% Add +0.9% 10,945 $572K
Phillips Financial Management, LLC 0.04% Add +0.1% 10,939 $571K
Capital Advisors, Ltd. LLC 0.07% Reduce -1.9% 10,910 $570K
Autumn Glory Partners, LLC 0.28% Reduce -50.0% 10,875 $568K
Cullen/Frost Bankers, Inc. 0.01% Add +94.0% 10,840 $566K
Greykasell Wealth Strategies, Inc. 0.31% — 10,755 $562K
SYM FINANCIAL Corp 0.07% Add +2.9% 10,736 $561K
Spartan Planning & Wealth Management 0.51% — 10,725 $560K
Index Fund Advisors, Inc. 0.03% Add +0.7% 10,724 $560K
Palisade Asset Management, LLC 0.06% Reduce -1.2% 10,700 $559K
Benjamin Edwards Inc. 0.01% New 10,669 $557K
RCS Financial Planning, LLC 0.30% Reduce -2.1% 10,668 $557K
Commonwealth Retirement Investments LLC 0.23% Add +3.5% 10,634 $555K
Blue Barn Wealth, LLC 0.29% Add +16.5% 10,626 $555K
Compass Capital Corp. /Ma/ 0.22% — 10,618 $554K
Lantern Wealth Advisors, LLC 0.36% Reduce -4.9% 10,538 $550K
Williams & Novak, LLC 0.53% Reduce -5.4% 10,531 $550K
Trilogy Capital Inc. 0.03% Add +5.7% 10,478 $547K
Flputnam Investment Management Co. 0.01% Reduce -12.3% 10,355 $541K
West Wealth Group, LLC 0.16% Reduce -19.7% 10,336 $540K
Human Investing LLC 0.10% Reduce -1.8% 10,283 $537K
IFG Advisors, LLC 0.11% Add +26.1% 10,279 $537K
Cornell Pochily Investment Advisors, Inc. 0.19% Reduce -14.3% 10,251 $535K
Atlas Legacy Advisors, LLC 0.13% — 10,229 $534K
Sage Financial Group Inc. 0.04% Add +0.2% 10,213 $533K
Truepoint, Inc. 0.01% Reduce -8.0% 10,182 $532K
Hills Bank & Trust Co 0.04% Reduce -0.8% 10,174 $531K
Moss Adams Wealth Advisors LLC 0.06% No change 10,127 $529K
CGN Advisors LLC 0.05% Add +5.2% 10,111 $528K
Valley Forge Investment Consultants Inc. Adv 0.18% Add +2.2% 10,087 $527K
Well Done, LLC 0.10% No change 9,166 $526K
Ameritas Advisory Services, LLC 0.02% Reduce -4.2% 10,027 $524K
Earned Wealth Advisors, LLC 0.17% Add +24.5% 10,014 $523K
Philadelphia Trust Co. 0.04% Reduce -12.6% 9,984 $521K
Chapin Davis, Inc. 0.17% No change 9,069 $521K
Carolinas Wealth Consulting LLC 0.10% Add +0.6% 9,943 $519K
Stonebridge Financial Group, LLC 0.06% — 9,923 $518K
Oppenheimer Asset Management Inc. 0.01% Add +3.4% 9,921 $518K
Stevens Capital Partners 0.23% Reduce -5.0% 9,917 $518K
Fairvoy Private Wealth, LLC 0.14% — 9,890 $516K
Unified Investment Management 0.59% — 9,861 $515K
Patron Partners, LLC 0.28% Reduce -17.3% 9,790 $511K
REAP Financial Group, LLC 0.13% Reduce -1.9% 9,708 $507K
HBK Sorce Advisory LLC 0.02% Add +3.6% 9,676 $505K
Elios Financial Group Inc. 0.24% Reduce -0.4% 9,660 $504K
Chicago Capital, LLC 0.01% Add +13.5% 9,659 $504K
BTG Pactual Asset Management US LLC 0.07% New 10,324 $502K
Hoge Financial Services, LLC 0.37% Add +1.6% 9,597 $501K
Naviter Wealth, LLC 0.06% Add +71.8% 9,564 $499K
Courage Miller Partners, LLC 0.17% Reduce -0.4% 9,562 $499K
Investor's Fiduciary Advisor Network, LLC 0.19% — 9,549 $498K
Financial Strategies Group, Inc. 0.12% Add +20.4% 9,690 $496K
Mattern Capital Management, LLC 0.06% No change 9,435 $493K
Proficio Capital Partners LLC 0.04% New 9,424 $492K
McNamara Financial Services, Inc. 0.12% Reduce -5.6% 9,422 $492K
Trust Co. of Vermont 0.02% Add +49.7% 9,392 $490K
Gold Investment Management Ltd. 0.21% Reduce -0.2% 9,371 $489K
Tru Independence Asset Management 2, LLC 0.41% Add +3.2% 9,323 $487K
Redwood Investment Management, LLC 0.05% Add +0.3% 9,309 $486K
Kathmere Capital Management, LLC 0.04% Add +6.0% 9,252 $483K
Strategic Financial Services, Inc. 0.03% Reduce -0.7% 9,189 $480K
Equita Financial Network, Inc. 0.17% Reduce -0.2% 9,162 $478K
MainStreet Investment Advisors LLC 0.07% Add +72.5% 9,125 $477K
Villere St Denis J & Co. LLC 0.04% No change 9,099 $475K
Berger Financial Group, Inc 0.03% New 9,095 $475K
Ridgeline Wealth, LLC 0.39% — 9,083 $474K
Nicolet Advisory Services, LLC 0.04% Reduce -91.1% 9,255 $474K
Sage Mountain Advisors LLC 0.03% Add +13.8% 9,069 $474K
Gries Financial LLC 0.08% Reduce -0.2% 9,036 $472K
Blalock Williams, LLC 0.55% — 8,991 $470K
Vanguard Personalized Indexing Management, LLC 0.01% Add +0.5% 8,987 $469K
Compass Ion Advisors, LLC 0.06% Reduce -5.5% 8,985 $469K
Walkner Condon Financial Advisors LLC 0.09% Add +21.9% 8,910 $465K
NDVR, Inc. 0.45% Add +11.1% 8,907 $465K
Certuity, LLC 0.05% Add +137.0% 8,848 $462K
Financial Perspectives, Inc 0.15% Add +3.6% 8,812 $460K
Fullcircle Wealth LLC 0.19% Reduce -0.1% 8,404 $459K
Latitude Advisors, LLC 0.26% Add +45.7% 8,766 $458K
PBMares Wealth Management LLC 0.09% Add +1.3% 8,756 $457K
Plum Street Advisors, LLC 0.23% Reduce -22.6% 8,730 $456K
Old National Bancorp 0.01% Reduce -8.0% 8,701 $454K
Strategies Wealth Advisors, LLC 0.06% Reduce -21.3% 8,372 $454K
Creative Financial Designs Inc. 0.04% Reduce -8.0% 8,682 $453K
Tassel Capital Management, Inc. 0.40% — 8,675 $453K
Old Mission Investment Co LLC 0.14% Reduce -7.8% 8,649 $452K
Clark Asset Management, LLC 0.08% Add +23.7% 8,647 $452K
Bank of Marin 0.36% No change 8,585 $448K
LexAurum Advisors, LLC 0.09% Add +84.0% 8,573 $448K
BCU Wealth Advisors, LLC 0.25% Add +7.1% 8,509 $444K
Arkansas Financial Group, Inc. 0.07% Reduce -12.4% 8,498 $444K
17 Capital Partners, LLC 0.28% Add +14.6% 8,465 $442K
BOK Financial Private Wealth, Inc. 0.03% Reduce -29.6% 8,423 $440K
W Advisors, LLC 0.27% Add +91.2% 8,383 $438K
First Manhattan Co. Llc. 0.00% Add +29.8% 8,383 $438K
Nicholas Hoffman & Company, LLC. 0.02% Add +1.7% 8,365 $437K
Mgo One Seven LLC 0.02% Reduce -28.6% 8,323 $435K
Wayfinding Financial, LLC 0.23% New 8,278 $432K
Cynosure Group, LLC 0.06% Reduce -50.5% 8,215 $429K
Slagle Financial, LLC 0.19% Add +38.6% 8,215 $429K
Inspirion Wealth Advisors, LLC 0.06% Reduce -0.6% 8,169 $428K
Amplius Wealth Advisors, LLC 0.04% Add +29.1% 8,187 $428K
WPG Advisers, LLC 0.40% — 8,166 $426K
American Financial Advisors, LLC 0.06% Reduce -1.9% 8,164 $426K
Seven Mile Advisory 0.27% No change 8,162 $426K
Wesbanco Bank Inc. 0.01% Add +0.2% 8,157 $426K
PUREfi Wealth, LLC 0.42% — 8,139 $425K
KWB Wealth 0.05% Reduce -7.4% 7,388 $424K
Clearview Wealth Advisors LLC 0.32% Reduce -40.1% 8,114 $424K
JFG Wealth Management, LLC 0.10% Reduce -2.4% 8,098 $423K
Doliver Advisors, LP 0.12% Add +4.2% 8,076 $422K
Provida Pension Fund Administrator 0.01% No change 8,057 $421K
Procyon Advisors, LLC 0.03% Add +4.2% 8,025 $419K
Onyx Bridge Wealth Group LLC 0.06% Add +25.0% 8,019 $419K
Salem Investment Counselors Inc. 0.01% Reduce -4.7% 8,005 $418K
Thoroughbred Financial Services, LLC 0.03% Reduce -13.0% 7,997 $417K
Inspire Advisors, LLC 0.05% Add +4.0% 7,933 $414K
Voisard Asset Management Group, Inc. 0.14% Reduce -0.7% 7,912 $413K
Sutton Place Investors LLC 0.24% Add +2.6% 7,862 $411K
PKS Advisory Services, LLC 0.10% — 7,860 $410K
Live Oak Private Wealth LLC 0.07% Add +0.2% 7,842 $410K
Yoffe Investment Management, LLC 0.60% — 7,800 $407K
Optiver Holding B.V. 0.01% New 7,797 $407K
Clear Creek Financial Management, LLC 0.04% Add +7.6% 7,767 $406K
Fisher Asset Management 0.00% Add +1.0% 7,762 $405K
Maiden Cove Capital, LLC 0.62% Reduce -11.7% 7,750 $405K
Tempus Wealth Planning, LLC 0.12% Reduce -5.3% 7,728 $404K
Strive Asset Management, LLC 0.30% — 7,724 $403K
Founders Financial Alliance, LLC 0.11% Add +2.6% 7,709 $403K
Seven Post Investment Office LP 0.15% No change 7,693 $402K
Burford Brothers, Inc. 0.20% Add +18.5% 7,690 $402K
Bruce G. Allen Investments, LLC 0.33% Reduce -56.7% 7,685 $401K
First National Trust Co 0.02% Reduce -8.6% 7,678 $401K
Aries Wealth Management 0.11% No change 7,673 $401K
Optivise Advisory Services LLC 0.22% Add +0.5% 7,668 $400K
Smith Thornton Advisors LLC 0.25% Add +2.3% 7,632 $399K
Hubbell Strickland Wealth Management, LLC 0.19% Add +2.5% 7,598 $397K
Cary Street Partners Financial LLC 0.01% — 7,595 $397K
Trust Point Inc. 0.03% Reduce -2.3% 7,580 $396K
Vista Capital Partners, Inc. 0.05% Add +9.3% 7,545 $394K
CFO4Life Group, LLC 0.07% Reduce -56.4% 7,531 $393K
Whipplewood Advisors, LLC 0.22% — 7,528 $393K
Accelerate Investment Advisors LLC 0.35% Add +37.4% 7,516 $392K
PCG Asset Management, LLC 0.34% — 7,482 $391K
Accretive Wealth Partners, LLC 0.17% Reduce -0.3% 7,445 $389K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -5.8% 7,433 $388K
Advisors Capital Management, LLC 0.01% Add +0.5% 7,398 $386K
Sharp Wealth Advisory, LLC 0.29% Reduce -2.1% 7,391 $386K
Certus Wealth Management, LLC 0.26% Reduce -10.8% 7,103 $385K
Stewardship Advisors, LLC 0.11% Add +49.7% 7,365 $385K
Northside Capital Management, LLC 0.10% No change 7,364 $385K
Vantage Point Financial LLC 0.21% — 7,360 $384K
City Holding Co. 0.05% Add +25.7% 7,334 $383K
Plan A Wealth LLC 0.35% — 7,315 $382K
Callan Capital, LLC 0.03% No change 7,255 $379K
Catalyst Private Wealth, LLC 0.17% No change 7,241 $378K
Leo Wealth, LLC 0.03% Add +3.3% 7,212 $377K
Cadence Bank 0.03% Add +15.0% 7,184 $375K
Strategic Wealth Partners, Ltd. 0.03% Reduce -8.9% 6,865 $375K
Awm Capital, LLC 0.05% Add +0.5% 7,170 $374K
Nordwand Advisors, LLC 0.15% No change 7,142 $373K
MAS Advisors LLC 0.62% Reduce -46.7% 7,132 $372K
Greenwood Capital Associates LLC 0.05% Reduce -91.9% 7,095 $371K
Integras Partners LLC 0.33% — 7,093 $370K
Arvest Bank Trust Division 0.02% New 7,087 $370K
SIMA Wealth Partners, LLC 0.31% Reduce -5.5% 7,080 $370K
Richards, Merrill & Peterson, Inc. 0.19% — 7,073 $369K
DHK Financial Advisors, Inc. 0.22% New 7,050 $368K
Horan Securities, Inc. 0.14% Reduce -13.2% 7,038 $367K
KFG Wealth Management, LLC 0.07% Reduce -0.1% 7,033 $367K
FSM Wealth Advisors, LLC 0.09% New 7,060 $367K
Noesis Capital Mangement Corp. 0.07% Add +1.4% 7,012 $366K
Noble Wealth Management PBC 0.25% — 6,992 $365K
Higgins & Schmidt Wealth Strategies LLC 0.23% Reduce -32.4% 6,964 $364K
MBA Advisors LLC 0.18% Add +0.2% 6,956 $363K
Ellis Investment Partners, LLC 0.07% Add +16.9% 6,944 $363K
Penobscot Investment Management Company, Inc. 0.03% Add +11.2% 6,943 $363K
Milestone Asset Management Group, LLC 0.32% — 6,905 $361K
Daner Wealth Management, LLC 0.26% — 6,680 $358K
Raleigh Capital Management Inc. 0.14% Add +4.2% 6,848 $358K
Essex Financial Services, Inc. 0.03% Reduce -16.0% 6,818 $356K
Karpus Management, Inc. 0.01% Reduce -17.4% 6,810 $356K
Jackson Thornton Wealth Management, LLC 0.04% Reduce -0.1% 6,791 $355K
Synergy Investment Management, LLC 0.15% — 6,790 $355K
Insigneo Advisory Services, LLC 0.04% Reduce -1.8% 6,788 $354K
Denver PWM, LLC 0.14% Add +2.8% 6,784 $354K
Private Management Group Inc. 0.01% Add +1.0% 6,780 $354K
GDS Wealth Management 0.03% Add +9.0% 6,774 $354K
Country Trust Bank 0.01% Add +34.5% 6,748 $352K
MN Wealth Advisors, LLC 0.20% Add +3.9% 6,740 $352K
RHS Financial, LLC 0.18% Add +17.2% 6,736 $352K
Root Financial Partners, LLC 0.04% New 6,714 $351K
Beaumont Financial Advisors, LLC 0.03% Add +22.8% 6,686 $349K
Melfa Wealth Management, Inc. 0.23% Add +3.3% 6,625 $346K
Resurgent Financial Advisors LLC 0.20% Reduce -10.4% 6,607 $345K
Absolute Capital Management, LLC 0.19% Reduce -0.6% 6,595 $345K
Private Capital Management, LLC 0.04% Add +6.2% 6,561 $343K
Bell Bank 0.03% Reduce -8.6% 6,556 $342K
Talisman Wealth Advisors LLC 0.36% Add +1.8% 6,551 $342K
Archford Capital Strategies, LLC 0.05% New 6,541 $342K
Merriman Wealth Management, LLC 0.01% Add +37.1% 6,528 $341K
Drucker Wealth 3.0, LLC 0.08% Add +1.6% 6,523 $341K
Bogart Wealth, LLC 0.02% Add +3.2% 6,520 $340K
True Link Financial Advisors, LLC 0.03% Add +0.9% 6,510 $340K
Wealthgarden F.S. LLC 0.31% Reduce -6.9% 6,450 $337K
Brown Wealth Management, LLC 0.12% Reduce -5.9% 6,398 $334K
Hutchens & Kramer Investment Management Group, LLC 0.18% Add +2.9% 6,387 $334K
Talon Private Wealth, LLC 0.07% Add +6.5% 6,379 $333K
QRG Capital Management, Inc. 0.00% Add +30.1% 6,365 $332K
LS Investment Advisors, LLC 0.05% Add +5.9% 6,356 $332K
Greenline Partners, LLC 0.05% Reduce -0.7% 6,329 $331K
Pinney & Scofield, Inc. 0.25% — 6,279 $328K
Clear Harbor Asset Management, LLC 0.03% Add +78.8% 6,275 $328K
Hanson & Doremus Investment Management 0.05% Reduce -8.8% 6,263 $327K
City State Bank 0.12% No change 6,250 $326K
Transce3nd, LLC 0.11% — 6,217 $325K
Wealth Group, Ltd. 0.21% Add +61.1% 6,155 $321K
Bowman & Co S.C. 0.17% Add +9.6% 6,140 $321K
Harrington Investments, INC 0.18% New 6,133 $320K
Aspen Grove Capital, LLC 0.07% No change 6,120 $320K
Westmount Partners, LLC 0.10% Add +0.6% 6,081 $318K
Trust Co of the South 0.06% Add +10.3% 6,078 $317K
Retirement Wealth Solutions LLC 0.27% — 6,189 $317K
Jamison Private Wealth Management, Inc. 0.05% Add +2.9% 6,056 $316K
KDK Private Wealth Management, LLC 0.33% — 6,044 $316K
Obsidian Cio, LLC 0.06% Add +65.3% 6,032 $315K
Independence Bank of Kentucky 0.05% Reduce -10.2% 5,980 $312K
Clarity Capital Partners LLC 0.16% Add +21.5% 5,972 $312K
Manhattan West Asset Management, LLC 0.08% Add +12.4% 5,957 $311K
HTLF Bank 0.04% New 5,954 $311K
Phillips Wealth Planners LLC 0.31% Add +0.5% 6,069 $311K
Annex Advisory Services, LLC 0.01% New 5,920 $309K
Capital Investment Advisors, LLC 0.01% New 5,915 $309K
Ascentis Independent Advisors 0.06% Add +54.1% 5,912 $309K
Institute for Wealth Management, LLC. 0.04% Add +1.7% 5,908 $309K
FSA Advisors, Inc. 0.38% Reduce -14.5% 5,898 $308K
Mandatum Life Insurance Co Ltd 0.09% Reduce -2.7% 5,882 $307K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Reduce -0.7% 5,881 $307K
Aurdan Capital Management, LLC 0.12% — 5,866 $306K
Kooman & Associates 0.11% No change 5,845 $305K
Beckerman Institutional, LLC 0.24% Reduce -0.1% 5,844 $305K
Atlatl Advisers LLC 0.18% — 5,821 $304K
Victory Financial Group, LLC 0.08% — 5,803 $303K
JPL Wealth Management, LLC 0.09% — 5,770 $301K
Meredith Wealth Planning 0.13% Add +1.3% 5,767 $301K
Debussy Capital Management LP 0.05% Add +44.7% 5,744 $301K
RDA Financial Network 0.09% Reduce -3.6% 5,753 $300K
Biltmore Family Office, LLC 0.05% Reduce -4.4% 5,744 $300K
One Charles Private Wealth Services, LLC 0.10% No change 5,721 $299K
IVC Wealth Advisors LLC 0.17% Reduce -26.3% 5,718 $299K
Investment Advisory Group, LLC 0.10% Reduce -26.9% 5,718 $299K
HM Payson & Co. 0.01% Add +73.3% 5,713 $298K
Pinion Investment Advisors, LLC 0.12% Reduce -26.6% 5,696 $297K
Revolve Wealth Partners, LLC 0.04% New 5,696 $297K
Beacon Financial Advisory LLC 0.10% Add +9.0% 5,681 $297K
Jackson Hole Capital Partners, LLC 0.06% No change 5,675 $296K
My Personal CFO, LLC 0.15% Add +0.4% 5,668 $296K
CPC Advisors, LLC 0.04% Reduce -6.7% 5,655 $295K
Baker Avenue Asset Management, LP 0.01% Add +5.6% 5,654 $295K
Main Street Financial Solutions, LLC 0.03% Reduce -27.5% 5,651 $295K
Citizens National Bank Trust Department 0.06% No change 5,600 $292K
Aprio Wealth Management, LLC 0.04% Reduce -12.5% 5,572 $291K
Stephens Inc. 0.00% Reduce -17.7% 5,569 $291K
SeaCrest Wealth Management, LLC 0.03% Reduce -24.2% 5,541 $289K
Tanager Wealth Management LLP 0.04% New 5,535 $289K
Oakwell Private Wealth Management, LLC 0.08% No change 5,504 $287K
Coastal Bridge Advisors, LLC 0.07% Add +33.8% 5,499 $287K
Capital Wealth Management, LLC 0.12% Reduce -1.8% 5,484 $286K
SMART Wealth LLC 0.10% New 5,475 $286K
Ally Invest Advisors Inc. 0.02% Add +1.0% 5,446 $284K
Lord & Richards Wealth Management, LLC 0.60% — 5,426 $283K
Collaborative Wealth Managment Inc. 0.13% Reduce -1.8% 5,417 $283K
Cabot Wealth Management Inc. 0.04% Reduce -4.5% 5,406 $282K
Foster & Motley Inc. 0.02% Reduce -3.1% 5,408 $282K
Breakwater Capital Group 0.06% Add +0.5% 5,396 $282K
Tepp RIA, LLC 0.42% — 5,374 $281K
Avion Wealth 0.07% Reduce -18.9% 5,362 $280K
Kovack Advisors, Inc. 0.03% Add +8.2% 5,328 $278K
Goelzer Investment Management, Inc. 0.02% New 5,180 $271K
Petra Financial Advisors Inc. 0.18% Add +0.4% 5,173 $270K
Three Bridge Wealth Advisors, LLC 0.09% Add +10.5% 5,147 $269K
DGS Capital Management, LLC 0.07% Reduce -8.7% 5,146 $269K
Hazlett, Burt & Watson, Inc. 0.12% Reduce -12.2% 5,176 $268K
Great Point Wealth Advisors, LLC 0.06% Add +36.9% 5,132 $268K
Clarity Wealth Advisors, LLC 0.07% Reduce -7.3% 5,103 $267K
Retirement Planning Group, LLC 0.01% Reduce -8.6% 5,090 $266K
Golden State Wealth Management, LLC 0.04% — 5,084 $266K
Summit Wealth Group, LLC 0.08% Add +1.9% 5,077 $265K
Anchor Pointe Wealth Management, LLC 0.34% — 5,022 $263K
Little House Capital LLC 0.07% Reduce -2.3% 4,999 $261K
New Century Financial Group, LLC 0.11% Add +1.3% 4,938 $260K
C M Bidwell & Associates Ltd. 0.16% Reduce -8.1% 4,967 $259K
Matrix Asset Advisors Inc. 0.03% Add +0.2% 4,937 $258K
Diversify Wealth Management, LLC 0.02% New 5,036 $258K
Farmers National Bank 0.08% — 4,930 $257K
Sound Income Strategies, LLC 0.02% Add +22.3% 4,925 $257K
Daymark Wealth Partners, LLC 0.01% Reduce -36.8% 4,916 $257K
Objective Capital Management, LLC 0.17% Reduce -0.3% 4,912 $256K
Arista Wealth Management, LLC 0.06% No change 4,906 $256K
Balanced Rock Investment Advisors LLC 0.20% Reduce -5.5% 4,900 $256K
Sightline Wealth Advisors, LLC 0.14% Reduce -35.0% 4,891 $255K
Fortis Capital Management LLC 0.05% Add +0.8% 4,880 $255K
Glen Eagle Advisors, LLC 0.04% Add +6.1% 4,876 $255K
Catalina Capital Group, LLC 0.08% Add +1.3% 4,832 $252K
Lazari Capital Management, Inc. 0.10% Reduce -48.9% 4,829 $252K
Bison Wealth, LLC 0.06% Reduce -7.8% 4,818 $252K
WealthTrak Capital Management LLC 0.21% — 4,816 $251K
Pure Portfolios Holdings LLC 0.09% No change 4,810 $251K
Uptown Financial Advisors LLC 0.27% — 4,777 $249K
LongView Wealth Management 0.08% Reduce -17.0% 4,760 $249K
Dakota Wealth Management 0.01% Reduce -9.5% 4,733 $247K
PCA Investment Advisory Services Inc. 0.11% Reduce -10.3% 4,714 $246K
Aspire Private Capital, LLC 0.06% Reduce -4.7% 4,705 $246K
Sunpointe, LLC 0.12% Add +2.2% 4,703 $246K
Augustine Asset Management Inc. 0.06% Reduce -4.1% 4,686 $245K
Spectrum Strategic Capital Management, LLC 0.15% Add +6.2% 4,666 $244K
Wolff Wiese Magana LLC 0.16% Add +41.2% 4,647 $243K
Certified Advisory Corp 0.03% Add +0.2% 4,643 $242K
Rowlandmiller & Partners.adv 0.05% Add +0.5% 4,639 $242K
Brady Family Wealth, LLC 0.07% Reduce -16.8% 4,622 $241K
Quad-Cities Investment Group, LLC 0.12% Add +4.2% 4,607 $241K
Fielder Capital Group LLC 0.07% No change 4,605 $240K
LCNB Corp. 0.09% Add +1.1% 4,599 $240K
Stage Harbor Financial, LLC 0.21% No change 4,571 $239K
Rossby Financial, LCC 0.15% — 4,554 $238K
Lowe Wealth Advisors, LLC 0.10% Reduce -22.3% 4,530 $237K
Financial Life Advisors 0.09% Reduce -23.6% 4,525 $236K
World Equity Group, Inc. 0.05% New 4,507 $235K
Kaydan Wealth Management, Inc. 0.08% New 4,508 $235K
Efficient Advisors, LLC 0.02% Add +1.8% 4,507 $235K
Financial Gravity Companies, Inc. 0.05% Reduce -4.5% 4,465 $233K
Main Management LLC 0.02% No change 4,470 $233K
Raffa Wealth Management, LLC 0.05% Add +2.2% 4,443 $232K
ShoreHaven Wealth Partners, LLC 0.11% Reduce -41.6% 4,440 $232K
Glass Jacobson Investment Advisors llc 0.08% Add +1.2% 4,428 $231K
Quadrant Private Wealth Management, LLC 0.06% Add +20.9% 4,405 $230K
ETF Portfolio Partners, Inc. 0.07% Reduce -62.0% 4,394 $229K
Trust Co 0.03% No change 4,372 $228K
West Michigan Advisors, LLC 0.07% Reduce -4.2% 4,369 $228K
WR Wealth Planners, LLC 0.07% Reduce -53.9% 4,368 $228K
Edgemoor Investment Advisors, Inc. 0.02% Reduce -32.1% 4,337 $227K
Financial Freedom, LLC 0.12% Add +1.8% 4,314 $225K
Paladin Advisory Group, LLC 0.17% No change 4,298 $224K
Factor Wealth Management LTD 0.07% — 4,290 $224K
Forum Financial Management, LP 0.00% Add +11.5% 4,279 $223K
Paces Ferry Wealth Advisors, LLC 0.11% Reduce -0.4% 4,278 $223K
Dopkins Wealth Management, LLC 0.11% New 4,267 $223K
Eastern Bank 0.00% Add +60.0% 4,260 $222K
Decker Retirement Planning Inc. 0.13% — 4,248 $222K
CGC Financial Services, LLC 0.09% No change 4,240 $221K
180 Wealth Advisors, LLC 0.03% Reduce -3.3% 4,209 $220K
Curi Capital, LLC 0.01% Reduce -58.7% 4,209 $220K
Cardinal Strategic Wealth Guidance 0.07% Reduce -29.7% 4,204 $220K
Maridea Wealth Management LLC 0.07% — 4,199 $219K
Midwest Heritage Bank, FSB 0.10% Reduce -21.8% 4,196 $219K
Corrado Advisors, LLC 0.14% Reduce -5.1% 4,193 $219K
Horizon Wealth Management, LLC 0.04% New 4,188 $219K
Lynx Investment Advisory 0.15% Add +1.1% 4,170 $218K
Northwest Bank & Trust Co 0.16% Reduce -2.6% 3,995 $217K
Legacy Trust 0.05% No change 4,153 $217K
Semmax Financial Advisors Inc. 0.06% Add +22.1% 3,971 $217K
Duncan Williams Asset Management, LLC 0.09% Reduce -1.0% 4,142 $216K
Boston Trust Walden Corp 0.00% No change 4,140 $216K
Semus Wealth Partners LLC 0.14% Add +10.5% 4,137 $216K
Kavar Capital Partners Group, LLC 0.04% No change 4,121 $215K
Segment Wealth Management, LLC 0.01% No change 4,100 $214K
Ramirez Asset Management, Inc. 0.04% Add +1507.1% 4,098 $214K
Fiduciary Advisors, Inc. 0.21% — 4,087 $213K
SevenBridge Financial Group, LLC 0.04% Reduce -4.2% 3,949 $213K
Portside Wealth Group, LLC 0.03% New 4,036 $211K
New England Private Wealth Advisors LLC 0.03% Add +15.0% 4,027 $210K
Matrix Private Capital Group LLC 0.12% No change 4,019 $210K
Helium Advisors LLC 0.17% — 4,010 $209K
Leuthold Group, LLC 0.03% New 4,000 $209K
Avestar Capital, LLC 0.02% New 3,993 $209K
Avantra Family Wealth, Inc. 0.19% — 3,985 $208K
MontVue Capital Management, Inc. 0.16% No change 3,980 $208K
Westbourne Investments, Inc. 0.12% — 3,972 $207K
Adams Wealth Management 0.04% New 3,962 $207K
CacheTech Inc. 0.04% New 3,962 $207K
Genesis Wealth Advisors, LLC 0.18% — 3,954 $206K
Saxon Interests, Inc. 0.09% Reduce -2.6% 3,951 $206K
Braun-Bostich & Associates Inc. 0.15% Add +0.5% 3,934 $205K
Postrock Partners LLC 0.10% — 3,928 $205K
Keener Financial Planning LLC 0.12% Add +34.7% 3,930 $205K
Olde Wealth Management, LLC 0.07% Add +3.7% 3,939 $205K
Quadcap Wealth Management, LLC 0.03% Add +4.3% 3,905 $204K
Advisor Resource Council 0.15% New 3,901 $204K
Washington Trust Bank 0.02% New 3,892 $203K
Intrua Financial, LLC 0.03% Reduce -10.3% 3,891 $203K
1832 Asset Management L.P. 0.00% Reduce -99.8% 3,886 $203K
Smartleaf Asset Management LLC 0.02% Reduce -88.2% 3,704 $194K
Dunhill Financial, LLC 0.09% Add +0.2% 3,691 $193K
FLP Wealth Management, LLC 0.49% — 3,681 $192K
Cary Street Partners Investment Advisory LLC 0.12% Reduce -42.7% 3,489 $182K
Silver Oak Securities, Incorporated 0.02% Reduce -5.1% 3,314 $173K
Riverview Trust Co 0.15% No change 3,165 $165K
Oxford Financial Group, LTD. LLC 0.01% Reduce -27.2% 2,934 $153K
Front Row Advisors LLC 0.05% No change 2,848 $149K
Rothschild Investment LLC 0.01% Add +0.3% 2,805 $146K
Register Financial Advisors LLC 0.07% Add +22.3% 2,778 $145K
Barrett & Company, Inc. 0.06% Add +8.9% 2,769 $145K
Evelyn Partners Investment Management LLP 0.00% — 2,750 $144K
Ethos Financial Group, LLC 0.02% Reduce -50.0% 2,658 $139K
Cornerstone Planning Group LLC 0.03% Reduce -1.4% 2,609 $137K
Pflug Koory, LLC 0.01% No change 2,554 $133K
Arvest Investments, Inc. 0.02% New 2,516 $131K
Oliver Lagore Vanvalin Investment Group 0.03% Reduce -5.4% 2,479 $129K
West Financial Advisors, LLC 0.02% No change 2,414 $126K
Horizons Wealth Management 0.10% Add +73.3% 2,386 $125K
LGT Financial Advisors LLC 0.28% Add +13.7% 2,387 $125K
Parkworth Wealth Management, Inc. 0.10% — 2,269 $119K
Pacifica Partners Inc. 0.05% No change 2,267 $118K
Stephens Consulting, LLC 0.03% No change 2,219 $116K
Chesapeake Asset Management LLC 0.11% No change 2,217 $116K
Cape Investment Advisory, Inc. 0.04% Reduce -2.3% 2,191 $114K
Beaird Harris Wealth Management, LLC 0.01% Add +246.0% 2,145 $112K
Angeles Wealth Management, LLC 0.01% Add +26650.0% 2,140 $112K
Caldwell Trust Co 0.01% Reduce -14.6% 2,065 $108K
SBI Securities Co., Ltd. 0.00% — 2,064 $108K
Cardiff Park Advisors, LLC 0.01% Add +2.2% 1,974 $103K
Midwest Capital Advisors, LLC 0.07% — 1,964 $103K
Wood Tarver Financial Group, LLC 0.03% — 1,962 $102K
State Farm Mutual Automobile Insurance Co. 0.00% New 1,938 $101K
Beacon Capital Management, LLC 0.01% Reduce -28.7% 1,920 $100K
Rise Advisors, LLC 0.05% Reduce -3.3% 1,889 $99K
IAG Wealth Partners, LLC 0.02% Add +1.8% 1,863 $97K
Oarsman Capital, Inc. 0.02% Reduce -59.6% 1,797 $94K
Simplex Trading, LLC 0.00% New 1,786 $93K
Sierra Ocean, LLC 0.08% — 1,774 $93K
Glassman Wealth Services 0.02% Add +1.1% 1,773 $93K
TCTC Holdings, LLC 0.00% No change 1,766 $92K
Sunbelt Securities, Inc. 0.01% Add +78.4% 1,720 $90K
West Paces Advisors Inc. 0.02% No change 1,687 $88K
Lee Danner & Bass Inc. 0.01% New 1,678 $88K
TD Waterhouse Canada Inc. 0.00% Add +0.5% 1,671 $87K
First Financial Corp. 0.04% Add +27.7% 1,656 $86K
Investment Research & Advisory Group, Inc. 0.04% New 1,643 $86K
Bellwether Advisors, LLC 0.02% New 1,642 $86K
Wintrust Investments LLC 0.07% Add +107.4% 1,632 $85K
Ameriflex Group, Inc. 0.04% — 1,572 $83K
Indiana Trust & Investment Management Co 0.03% Reduce -9.1% 1,569 $82K
Criterion Capital Advisors, LLC 0.05% No change 1,521 $81K
Van Hulzen Asset Management, LLC 0.01% New 1,552 $81K
Anchor Investment Management, LLC 0.01% Reduce -2.6% 1,524 $80K
Concord Wealth Partners 0.01% Add +1.2% 1,506 $79K
Crews Bank & Trust 0.01% — 1,500 $78K
North Star Investment Management Corp. 0.01% Reduce -5.6% 1,478 $77K
Farmers & Merchants Investments Inc. 0.00% Reduce -11.2% 1,472 $77K
Ransom Advisory, Ltd 0.04% No change 1,467 $77K
Investors Research Corp 0.02% Add +1.3% 1,417 $74K
FSA Wealth Management LLC 0.03% Add +0.4% 1,413 $74K
Mascoma Wealth Management LLC 0.02% No change 1,328 $69K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -47.7% 1,315 $69K
Arlington Trust Co LLC 0.01% No change 1,279 $67K
Rice Partnership, LLC 0.01% No change 1,279 $67K
CBIZ Investment Advisory Services, LLC 0.00% Add +2.1% 1,266 $66K
DHJJ Financial Advisors, Ltd. 0.02% No change 1,209 $63K
Signature Resources Capital Management, LLC 0.06% Add +4.9% 1,205 $63K
Marshall & Sterling Wealth Advisors Inc. 0.04% — 1,201 $63K
Global Financial Private Client, LLC 0.02% Reduce -5.2% 1,168 $61K
Bokf, NA 0.00% Reduce -79.7% 1,182 $61K
Centennial Bank 0.03% Add +92.8% 1,157 $60K
Kopp Family Office, LLC 0.04% No change 1,150 $60K
Piscataqua Savings Bank 0.05% No change 1,147 $60K
Tidemark, LLC 0.02% Reduce -65.8% 1,102 $58K
Fairman Group, LLC 0.05% Add +2.1% 1,095 $57K
GW&K Investment Management, LLC 0.00% No change 1,094 $57K
Creekmur Asset Management LLC 0.01% Reduce -33.0% 1,054 $55K
American Capital Advisory, LLC 0.03% No change 1,050 $55K
Global Wealth Strategies & Associates 0.02% No change 1,045 $55K
Copia Wealth Management 0.05% — 1,038 $54K
Brooklyn Investment Group 0.02% New 1,021 $53K
Center for Financial Planning, Inc. 0.01% Add +0.1% 990 $52K
MRP Capital Investments, LLC 0.05% No change 983 $51K
Reyes Financial Architecture, Inc. 0.04% — 980 $51K
Family Capital Trust Co 0.02% No change 972 $51K
Tucker Asset Management LLC 0.01% Add +9.1% 946 $49K
Laurel Wealth Advisors LLC 0.01% Add +0.1% 939 $49K
Harbor Investment Advisory, LLC 0.00% Add +5.0% 920 $48K
Union Savings Bank 0.02% No change 918 $48K
GPS Wealth Strategies Group, LLC 0.01% Add +1.7% 909 $47K
Wingate Wealth Advisors, Inc. 0.05% — 897 $47K
PSI Advisors, LLC 0.01% Add +165.8% 877 $46K
Millstone Evans Group, LLC 0.03% — 869 $45K
Brown, Lisle/Cummings, Inc. 0.01% Add +1.6% 860 $45K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +12.2% 849 $44K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 841 $44K
Tradewinds Capital Management, LLC 0.01% Reduce -7.1% 843 $44K
Cassady Schiller Wealth Management, LLC 0.02% No change 824 $43K
Wells Financial Advisors INC 0.06% Reduce -43.3% 815 $43K
Urban Financial Advisory Corp 0.02% No change 785 $41K
Holos Integrated Wealth LLC 0.03% — 752 $39K
Foster Dykema Cabot & Partners, LLC 0.00% Reduce -50.8% 738 $39K
Operose Advisors LLC 0.01% Reduce -92.9% 732 $38K
Centerpoint Advisors, LLC 0.01% Reduce -65.3% 730 $38K
Trifecta Capital Advisors, LLC 0.01% New 727 $38K
FPC Investment Advisory, Inc. 0.03% Add +2442.9% 712 $38K
Fort Vancouver Investment Management, LLC 0.03% Add +0.8% 717 $37K
Evelyn Partners Asset Management Ltd 0.01% — 713 $37K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Add +181.0% 711 $37K
HighMark Wealth Management LLC 0.02% Add +2.8% 706 $37K
Towne Trust Company, N.A 0.01% New 698 $36K
Covestor Ltd 0.02% Add +12.7% 685 $36K
Jackson, Grant Investment Advisers, Inc. 0.01% Add +1.9% 684 $36K
Transcendent Capital Group LLC 0.02% Reduce -4.2% 683 $36K
Castleview Partners, LLC 0.02% Add +1.2% 670 $35K
MPWM Advisory Solutions, LLC 0.03% — 663 $35K
LFA - Lugano Financial Advisors SA 0.02% No change 660 $34K
Kiely Wealth Advisory Group, Inc. 0.02% No change 615 $33K
Zions Bancorporation, N.A. 0.00% No change 612 $32K
ESL Trust Services, LLC 0.01% Reduce -24.7% 604 $32K
Olistico Wealth, LLC 0.02% Reduce -19.9% 602 $31K
Motco 0.00% No change 597 $31K
Capital A Wealth Management, LLC 0.05% — 585 $31K
Plante Moran Financial Advisors, LLC 0.00% Add +30.2% 561 $29K
NewSquare Capital LLC 0.00% New 544 $28K
Kentucky Trust Co 0.02% — 538 $28K
Atticus Wealth Management, LLC 0.01% No change 530 $28K
Proffitt & Goodson Inc. 0.00% No change 527 $28K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +25.9% 521 $27K
McClarren Financial Advisors, Inc. 0.08% Add +115.8% 531 $27K
Promus Capital, LLC 0.02% — 514 $27K
Blue Bell Private Wealth Management, LLC 0.01% Add +4.8% 505 $26K
Dakota Community Bank & Trust NA 0.12% Add +92.7% 503 $26K
MGB Wealth Management, LLC 0.01% No change 500 $26K
Legacy Investment Solutions, LLC 0.02% Add +467.5% 454 $24K
Legacy Wealth Managment, LLC 0.02% Add +467.5% 454 $24K
First PREMIER Bank 0.01% No change 469 $24K
West Branch Capital LLC 0.01% No change 448 $23K
Valley Wealth Managers, Inc. 0.00% Add +3.5% 446 $23K
North Ridge Wealth Advisors, Inc. 0.02% New 431 $23K
Hurley Capital, LLC 0.02% — 416 $22K
New Millennium Group LLC 0.01% Add +1038.9% 410 $21K
Centricity Wealth Management, LLC 0.02% — 408 $21K
Godsey & Gibb, Inc. 0.00% Reduce -43.8% 404 $21K
McIlrath & Eck, LLC 0.00% Add +1.6% 393 $21K
SRH Advisors, LLC 0.01% No change 384 $20K
Frazier Financial Advisors, LLC 0.01% Reduce -85.0% 362 $19K
Iron Horse Wealth Management, LLC 0.01% No change 344 $18K
Edmond DE Rothschild Holding S.A. 0.00% New 328 $17K
Oakworth Capital, Inc. 0.00% No change 315 $16K
FWL Investment Management, LLC 0.01% No change 310 $16K
Nemes Rush Group LLC 0.00% Add +835.5% 290 $15K
S&T Bank 0.00% New 289 $15K
Evolution Advisers, Inc. 0.01% No change 300 $15K
TD Capital Management LLC 0.00% Add +2.2% 284 $15K
GoalVest Advisory LLC 0.00% Reduce -60.9% 284 $15K
Breakwater Investment Management 0.01% Add +869.0% 281 $15K
Park Square Financial Group, LLC 0.01% — 274 $14K
AllSquare Wealth Management LLC 0.01% No change 272 $14K
Pacific Center for Financial Services 0.00% No change 269 $14K
Montag A & Associates Inc. 0.00% No change 265 $14K
CNB Bank 0.01% No change 261 $14K
Bank of New Hampshire 0.00% No change 260 $14K
WFA Asset Management Corp 0.01% New 258 $13K
Kohmann Bosshard Financial Services, LLC 0.00% New 257 $13K
Catherine Avery Investment Management LLC 0.01% — 246 $13K
Anfield Capital Management, LLC 0.00% Add +852.0% 238 $12K
Pin Oak Investment Advisors Inc. 0.01% No change 213 $12K
BankPlus Trust Department 0.00% — 225 $12K
Morton Brown Family Wealth, LLC 0.00% No change 219 $11K
Caldwell Sutter Capital, Inc. 0.01% Reduce -54.3% 215 $11K
Murphy & Mullick Capital Management Corp 0.01% — 212 $11K
Accredited Wealth Management, LLC 0.01% — 200 $10K
Colonial Trust Advisors 0.00% No change 200 $10K
Advantage Trust Co 0.01% New 199 $10K
Archer Investment Corp 0.00% Add +10.1% 196 $10K
Global Trust Asset Management, LLC 0.00% Add +0.5% 192 $10K
Nvwm, LLC 0.00% New 190 $10K
Cedar Mountain Advisors, LLC 0.00% New 190 $10K
HHM Wealth Advisors, LLC 0.00% No change 187 $10K
Main Street Group, LTD 0.00% No change 179 $9K
Sittner & Nelson, LLC 0.00% No change 166 $9K
Sugarloaf Wealth Management, LLC 0.00% Add +4.6% 160 $8K
Activest Wealth Management 0.00% No change 159 $8K
Dogwood Wealth Management LLC 0.00% New 141 $7K
Comprehensive Financial Planning, Inc. 0.01% — 140 $7K
Fairscale Capital, LLC 0.01% New 138 $7K
Clearstead Trust, LLC 0.00% No change 135 $7K
DecisionPoint Financial, LLC 0.00% Reduce -28.9% 133 $7K
Kathleen S. Wright Associates Inc. 0.00% No change 124 $6K
Robinswood Financial LLC 0.00% No change 117 $6K
Tower Research Capital LLC (TRC) 0.00% Reduce -91.3% 116 $6K
Peoples Bank 0.00% No change 110 $6K
Principia Wealth Advisory, LLC 0.01% — 107 $6K
Game Plan Financial Advisors, LLC 0.00% No change 107 $6K
Hara Capital LLC 0.00% No change 102 $5K
Hopwood Financial Services, Inc. 0.00% — 100 $5K
PFS Partners, LLC 0.00% Add +1.0% 98 $5K
Valley National Advisers Inc. 0.00% No change 101 $5K
Addison Advisors LLC 0.00% No change 95 $5K
PMV Capital Advisers, LLC 0.01% — 94 $5K
Davis Capital Management 0.00% Reduce -32.9% 94 $5K
Bear Mountain Capital, Inc. 0.00% Reduce -34.9% 84 $4K
SouthState Bank Corp 0.00% Add +140.0% 84 $4K
Darwin Wealth Management, LLC 0.00% Reduce -21.9% 82 $4K
ROSS\JOHNSON & Associates LLC 0.10% — 80 $4K
Eagle Bay Advisors LLC 0.00% No change 79 $4K
Medallion Wealth Advisors, LLC 0.00% — 78 $4K
Mark Sheptoff Financial Planning, LLC 0.00% Reduce -25.2% 77 $4K
Strengthening Families & Communities, LLC 0.00% Add +2.4% 86 $4K
EnRich Financial Partners LLC 0.00% Reduce -95.1% 74 $4K
NFSG Corp 0.00% Reduce -9.6% 66 $3K
Menard Financial Group LLC 0.00% New 65 $3K
Coston, McIsaac & Partners 0.00% Add +416.7% 62 $3K
Orion Capital Management LLC 0.00% New 51 $3K
GHP Investment Advisors, Inc. 0.00% No change 50 $3K
Prudent Man Investment Management, Inc. 0.00% — 49 $3K
Hilltop National Bank 0.00% No change 48 $3K
Clarity Asset Management, Inc. 0.00% No change 45 $2K
Financial Life Planners 0.00% — 44 $2K
Strategic Investment Solutions, Inc. 0.00% Reduce -91.4% 42 $2K
Chapman Financial Group, LLC 0.00% — 41 $2K
Qube Research & Technologies Ltd 0.00% Reduce -100.0% 39 $2K
Wiser Advisor Group LLC 0.00% Add +2.6% 39 $2K
Resources Management Corp. /CT/ 0.00% Reduce -18.9% 30 $2K
Valued Wealth Advisors LLC 0.00% No change 33 $2K
Ridgewood Investments LLC 0.00% Add +43.5% 33 $2K
Lanark Financial, Inc. 0.15% — 30 $2K
Affinity Wealth LLC 0.00% — 28 $1K
United Community Bank 0.00% New 25 $1K
Roxbury Financial LLC 0.00% — 22 $1K
Lindbrook Capital, LLC 0.00% Reduce -93.7% 20 $1K
AlphaMark Advisors, LLC 0.00% No change 25 $1K
Caitlin John, LLC 0.00% No change 19 $992
Spurstone Advisory Services, LLC 0.01% — 10 $522
Synergy Asset Management, LLC 0.00% New 9 $517
Burkett Financial Services, LLC 0.00% New 7 $366
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 2 $105
Safe Harbor Fiduciary, LLC 0.00% No change 2 $104
Prestige Wealth Management Group LLC 0.00% No change 1 $53

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