iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q1 2024 (March 31)851holders
3famous investors
$103.55avg. 13F price*
At the end of Q1 2024, 851 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($1.8B), Jones Financial Companies LLLP ($789.7M) and JPMorgan Chase & Co. ($503.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares MSCI Eafe Growth ETF
- CUSIP
- 464288885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $122.7M |
| Exits | 48 | $57.2M |
Ownership 851 holders
| Envestnet Asset Management Inc. | 0.65% | Add +5.3% | 16,899,577 | $1.8B |
| Jones Financial Companies LLLP | 1.08% | Reduce -9.3% | 7,608,601 | $789.7M |
| JPMorgan Chase & Co. | 0.04% | Add +9.9% | 4,851,515 | $503.5M |
| LPL Financial LLC | 0.25% | Add +5.8% | 4,415,484 | $458.3M |
| Morgan Stanley | 0.03% | Add +2.6% | 3,767,602 | $391.0M |
| Bank of America Corp. | 0.04% | Reduce -4.7% | 3,708,241 | $384.9M |
| SageView Advisory Group, LLC | 13.79% | Add +56912.3% | 2,788,471 | $273.1M |
| Envestnet Portfolio Solutions, Inc. | 0.91% | Add +7.9% | 2,326,070 | $241.4M |
| BlackRock Inc. | 0.00% | Add +2.8% | 1,944,786 | $201.8M |
| Cwm, LLC | 0.91% | Add +70.1% | 1,793,353 | $186.1M |
| Park Avenue Securities LLC | 2.27% | Add +7.0% | 1,696,229 | $176.1M |
| US Bancorp \de | 0.24% | Add +7.7% | 1,645,613 | $170.8M |
| Jane Street Group, LLC | 0.22% | Add +320.9% | 1,638,113 | $170.0M |
| Wells Fargo & Company | 0.04% | Add +1.2% | 1,350,094 | $140.1M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -1.2% | 1,300,670 | $135.0M |
| MML Investors Services, LLC | 0.53% | Add +11.1% | 1,236,140 | $128.3M |
| FMR LLC | 0.01% | Reduce -2.0% | 1,096,321 | $113.8M |
| Facet Wealth, Inc. | 3.79% | Add +15.2% | 1,102,835 | $112.3M |
| Cetera Investment Advisers | 0.26% | Add +107.8% | 1,058,772 | $109.9M |
| Ameriprise Financial Inc. | 0.03% | Add +6.6% | 1,051,038 | $109.1M |
| UBS Group AG | 0.03% | Add +5.1% | 963,964 | $100.0M |
| Janney Montgomery Scott LLC | 0.29% | Add +5.1% | 941,440 | $97.7M |
| Bank of New York Mellon Corp | 0.02% | Add +9.1% | 849,321 | $88.2M |
| M&T Bank Corp | 0.30% | Reduce -13.7% | 835,998 | $86.8M |
| OneDigital Investment Advisors LLC | 1.07% | Add +5.0% | 658,820 | $68.4M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -3.6% | 595,954 | $61.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -1.4% | 554,355 | $57.5M |
| Thrivent Financial for Lutherans | 0.11% | Add +40.2% | 549,754 | $57.1M |
| AE Wealth Management LLC | 0.62% | Reduce -46.7% | 526,699 | $54.7M |
| Beacon Pointe Advisors, LLC | 0.60% | Add +0.3% | 519,207 | $53.9M |
| United Capital Financial Advisors, LLC | 0.43% | Add +2.3% | 497,070 | $51.6M |
| Royal Bank of Canada | 0.01% | Add +19.5% | 494,177 | $51.3M |
| JB Capital LLC | 3.32% | Add +8.7% | 479,939 | $49.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +29.8% | 428,343 | $44.5M |
| Foundations Investment Advisors, LLC | 1.16% | Add +4.5% | 425,236 | $44.1M |
| Baker Avenue Asset Management, LP | 1.66% | Add +3.1% | 413,492 | $42.9M |
| Financial Synergies Wealth Advisors, Inc. | 5.58% | Add +4.8% | 409,522 | $42.5M |
| Quent Capital, LLC | 4.96% | Add +9.2% | 408,503 | $42.4M |
| Stifel Financial Corp. | 0.05% | Add +5.7% | 383,063 | $39.8M |
| Cambridge Trust Co. | 1.50% | Add +58046.8% | 382,606 | $39.7M |
| FAS Wealth Partners, Inc. | 3.47% | Add +0.1% | 376,906 | $39.1M |
| Mariner, LLC | 0.08% | Add +8.1% | 358,038 | $37.2M |
| NewEdge Advisors, LLC | 0.32% | Add +4.0% | 349,759 | $36.3M |
| Osaic Holdings, Inc. | 0.08% | Reduce -78.0% | 346,790 | $36.0M |
| Raymond James & Associates | 0.02% | Reduce -8.5% | 344,683 | $35.8M |
| HTLF Bank | 4.10% | Reduce -2.2% | 344,045 | $35.7M |
| Kestra Advisory Services, LLC | 0.24% | Add +18.4% | 340,508 | $35.3M |
| Truist Financial Corp. | 0.05% | Add +3.9% | 337,192 | $35.0M |
| Cary Street Partners Investment Advisory LLC | 1.42% | Add +21.0% | 323,584 | $33.6M |
| Austin Private Wealth, LLC | 3.81% | Add +9.7% | 322,329 | $33.1M |
| Focus Partners Wealth | 0.27% | Add +29.8% | 317,446 | $32.9M |
| Avantax Advisory Services, Inc. | 0.29% | Add +2.4% | 315,748 | $32.8M |
| Bokf, NA | 0.56% | Add +0.5% | 296,857 | $30.7M |
| Corient Private Wealth LP | 0.05% | Reduce -4.6% | 295,286 | $30.6M |
| McMorgan & Co. LLC | 5.20% | Reduce -1.7% | 291,616 | $30.3M |
| Mercer Global Advisors Inc. | 0.08% | Add +39.4% | 248,736 | $29.3M |
| Cassaday & Co Wealth Management LLC | 0.93% | Reduce -1.3% | 275,222 | $28.6M |
| Tiaa Trust, National Association | 0.09% | Add +75.6% | 274,544 | $28.5M |
| McKinley Carter Wealth Services, Inc. | 1.90% | Add +3.9% | 273,602 | $28.4M |
| Octavia Wealth Advisors, LLC | 4.14% | Add +2.6% | 269,978 | $28.0M |
| Atria Wealth Solutions, Inc. | 0.30% | Add +8.0% | 259,906 | $27.0M |
| Covenant Partners, LLC | 7.79% | Reduce -6.5% | 257,381 | $26.7M |
| NBT Bank, N.A. | 1.91% | Reduce -0.6% | 251,324 | $26.1M |
| Country Club Bank | 1.83% | Reduce -1.8% | 250,452 | $26.0M |
| B. Riley Wealth Advisors, Inc. | 0.69% | Add +65.8% | 296,051 | $25.5M |
| Integrated Wealth Concepts LLC | 0.37% | Reduce -3.1% | 243,910 | $25.3M |
| MA Private Wealth | 4.87% | Add +5.0% | 231,576 | $24.0M |
| HighTower Advisors, LLC | 0.04% | Reduce -6.6% | 222,081 | $23.0M |
| Icon Wealth Advisors, LLC | 2.09% | Add +6.5% | 216,317 | $22.5M |
| Atria Investments, Inc | 0.31% | Add +8.8% | 216,251 | $22.4M |
| Natixis Advisors, LLC | 0.05% | Add +46.2% | 215,230 | $22.3M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -7.4% | 211,232 | $21.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +13.1% | 209,773 | $21.8M |
| Alera Investment Advisors, LLC | 2.93% | Reduce -4.6% | 209,015 | $21.7M |
| RTD Financial Advisors, Inc. | 2.88% | Add +0.2% | 206,293 | $21.4M |
| Captrust Financial Advisors | 0.08% | Reduce -36.4% | 204,043 | $21.2M |
| Bank of Montreal | 0.01% | Reduce -0.7% | 200,252 | $20.8M |
| Prudential Financial Inc. | 0.03% | Add +2.5% | 197,733 | $20.5M |
| Shakespeare Wealth Management, LLC | 5.95% | Add +1.0% | 197,646 | $20.5M |
| Cardinal Strategic Wealth Guidance | 7.70% | Reduce -0.4% | 197,335 | $20.5M |
| Citadel Advisors | 0.02% | New | 194,765 | $20.2M |
| Rwa Wealth Partners, LLC | 0.26% | Reduce -4.7% | 186,928 | $19.4M |
| Susquehanna International Group, LLP | 0.03% | New | 177,873 | $18.5M |
| Commerce Bank | 0.12% | Add +111.1% | 171,670 | $17.8M |
| CreativeOne Wealth, LLC | 0.71% | Add +50.0% | 171,461 | $17.8M |
| Creative Financial Designs Inc. | 1.53% | Add +2.3% | 156,025 | $16.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.7% | 155,313 | $16.1M |
| Greenleaf Trust | 0.14% | Add +0.3% | 149,054 | $15.5M |
| NorthRock Partners, LLC | 0.59% | Reduce -13.7% | 148,115 | $15.4M |
| Consilio Wealth Advisors, LLC | 7.18% | Add +2.9% | 147,705 | $15.3M |
| Old Mission Capital LLC | 0.37% | New | 147,039 | $15.3M |
| Obsidian Cio, LLC | 3.68% | Add +7.2% | 144,163 | $15.0M |
| Sharkey, Howes & Javer | 2.43% | Add +5.5% | 143,130 | $14.9M |
| Checchi Capital Advisers, LLC | 1.15% | Reduce -0.9% | 142,416 | $14.8M |
| Wakefield Asset Management LLLP | 5.07% | Add +0.1% | 141,193 | $14.7M |
| Blair William & Co. | 0.04% | Add +2.8% | 136,710 | $14.2M |
| Staley Capital Advisers Inc. | 0.66% | Reduce -0.1% | 135,843 | $14.1M |
| High Falls Advisors, Inc | 3.54% | Add +6.7% | 135,587 | $14.1M |
| Robinswood Financial LLC | 5.86% | Reduce -4.5% | 132,708 | $13.7M |
| Baird Financial Group, Inc. | 0.03% | Reduce -17.7% | 132,156 | $13.7M |
| Horst & Graben Wealth Management LLC | 2.74% | Add +5.1% | 129,651 | $13.5M |
| Affinity Capital Advisors, LLC | 3.00% | Add +19.2% | 129,564 | $13.4M |
| NSI Retail Advisors, LLC | 2.00% | New | 128,100 | $13.3M |
| CSM Advisors, LLC | 0.88% | New | 128,100 | $13.3M |
| Strategic Blueprint, LLC | 0.94% | Reduce -2.5% | 126,985 | $13.2M |
| Bedel Financial Consulting, Inc. | 2.03% | Reduce -0.2% | 124,478 | $12.9M |
| Advocacy Wealth Management, LLC | 1.10% | Reduce -42.7% | 123,548 | $12.8M |
| Invst, LLC | 1.52% | Reduce -6.1% | 124,010 | $12.8M |
| Stone House Investment Management, LLC | 3.01% | Add +49.3% | 123,397 | $12.8M |
| Mill Creek Capital Advisors, LLC | 0.34% | Reduce -0.8% | 120,080 | $12.5M |
| Orion Porfolio Solutions, LLC | 0.13% | Reduce -15.8% | 118,510 | $12.3M |
| Orion Portfolio Solutions, LLC | 0.13% | Reduce -15.8% | 118,510 | $12.3M |
| West Wealth Group, LLC | 4.51% | Add +5.6% | 117,173 | $12.2M |
| Moneta Group Investment Advisors LLC | 0.20% | Reduce -3.5% | 116,683 | $12.1M |
| SteelPeak Wealth, LLC | 0.62% | Add +7.3% | 115,880 | $12.0M |
| Keebeck Wealth Management | 1.75% | Add +4.6% | 114,478 | $11.9M |
| Cresset Asset Management, LLC | 0.06% | Add +1110.3% | 111,551 | $11.6M |
| Lineweaver Wealth Advisors, LLC | 2.75% | Add +1.6% | 111,437 | $11.6M |
| Farther Finance Advisors, LLC | 0.70% | Add +17.9% | 111,867 | $11.6M |
| One Wealth Advisors, LLC | 2.01% | Reduce -14.4% | 111,027 | $11.5M |
| Regimen Wealth, LLC | 4.00% | Reduce -1.2% | 111,063 | $11.5M |
| Cahill Financial Advisors Inc. | 1.57% | Reduce -0.4% | 110,566 | $11.5M |
| Merit Financial Group, LLC | 0.26% | Add +4.9% | 106,760 | $10.8M |
| Blue Trust, Inc. | 0.15% | Reduce -38.3% | 103,673 | $10.8M |
| Spectrum Wealth Counsel, LLC | 1.31% | Add +0.6% | 103,053 | $10.7M |
| Pettinga Financial Advisors LLC | 2.72% | Reduce -8.7% | 102,831 | $10.7M |
| Gratus Capital, LLC | 0.49% | Add +4.1% | 101,570 | $10.5M |
| Private Portfolio Partners LLC | 2.19% | Add +4.1% | 101,352 | $10.5M |
| RFG Advisory, LLC | 0.35% | Reduce -0.5% | 99,186 | $10.3M |
| TNF LLC | 3.96% | Add +2.7% | 100,352 | $10.0M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +6.7% | 92,813 | $9.6M |
| Key Financial Inc | 2.44% | Reduce -1.1% | 92,141 | $9.6M |
| Stonebrook Private Inc. | 2.78% | Add +16.2% | 91,901 | $9.5M |
| Financial Life Advisors | 3.96% | Reduce -4.8% | 91,244 | $9.5M |
| Simplicity Wealth,LLC | 0.22% | Add +6.4% | 90,956 | $9.4M |
| 1900 Wealth Management LLC | 0.85% | Reduce -18.0% | 89,749 | $9.3M |
| Physician Wealth Advisors, Inc. | 1.95% | Add +14.6% | 94,366 | $9.3M |
| Keystone Financial Services | 4.00% | Add +8.6% | 88,417 | $9.2M |
| Cypress Wealth Services, LLC | 2.12% | Add +1.4% | 87,830 | $9.1M |
| Cranbrook Wealth Management, LLC | 2.29% | Reduce -2.6% | 87,305 | $9.1M |
| Franklin Resources Inc. | 0.00% | Add +15.2% | 86,301 | $9.0M |
| Tanglewood Wealth Management, Inc. | 1.10% | Reduce -1.5% | 85,895 | $8.9M |
| ONE Advisory Partners, LLC | 4.16% | Reduce -6.9% | 81,505 | $8.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.26% | Add +16.6% | 81,005 | $8.4M |
| Johnson Financial Group, Inc. | 0.45% | Reduce -7.6% | 80,674 | $8.4M |
| Prosperity Consulting Group, LLC | 1.04% | Add +403.8% | 79,597 | $8.3M |
| Axiom Advisory, LLC | 5.92% | Add +2.7% | 77,447 | $8.0M |
| BOK Financial Private Wealth, Inc. | 0.59% | Reduce -2.8% | 76,728 | $8.0M |
| Johnson Investment Counsel Inc. | 0.09% | Add +15.5% | 75,670 | $7.9M |
| Kickstand Ventures, Llc. | 2.22% | Add +138.1% | 75,642 | $7.9M |
| TSA Wealth Managment LLC | 3.41% | Reduce -5.2% | 75,501 | $7.8M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +4.0% | 74,602 | $7.7M |
| Wealth Alliance, LLC | 0.99% | Add +4.2% | 72,637 | $7.5M |
| KMG Fiduciary Partners, LLC | 0.78% | Add +4.5% | 72,574 | $7.5M |
| Aptus Capital Advisors, LLC | 0.16% | Add +18050.6% | 72,421 | $7.5M |
| Pinnacle Financial Partners Inc | 0.16% | Add +5.9% | 71,567 | $7.4M |
| Cedar Point Capital Partners, LLC | 5.62% | Add +2.1% | 71,351 | $7.4M |
| Perigon Wealth Management, LLC | 0.22% | Add +27.4% | 70,852 | $7.4M |
| Creative Planning | 0.01% | Add +6.7% | 70,459 | $7.3M |
| KM Capital Management Ltd. | 4.03% | Add +0.0% | 70,106 | $7.3M |
| Northern Trust Corp. | 0.00% | Add +7.5% | 69,326 | $7.2M |
| Choreo, LLC | 0.18% | Reduce -0.8% | 69,198 | $7.2M |
| PAX Financial Group, LLC | 1.43% | Reduce -0.1% | 68,492 | $7.1M |
| Lodestar Private Asset Management LLC | 1.01% | Add +9.9% | 68,416 | $7.1M |
| Clear Creek Financial Management, LLC | 0.91% | Reduce -1.4% | 68,374 | $7.1M |
| Van Hulzen Asset Management, LLC | 0.47% | Add +0.2% | 67,882 | $7.0M |
| Apeiron RIA LLC | 2.01% | Add +1.8% | 66,751 | $6.9M |
| Eq LLC | 4.26% | Add +10.4% | 66,610 | $6.9M |
| Concourse Financial Group Securities, Inc. | 0.44% | Add +8.5% | 65,926 | $6.8M |
| Citigroup Inc. | 0.01% | Reduce -6.9% | 65,889 | $6.8M |
| CENTRAL TRUST Co | 0.17% | Reduce -1.8% | 65,467 | $6.8M |
| Summit X, LLC | 1.72% | Reduce -4.2% | 64,784 | $6.7M |
| Equitable Holdings, Inc. | 0.07% | Add +2.9% | 63,591 | $6.6M |
| Brookstone Capital Management | 0.11% | Reduce -25.7% | 61,557 | $6.4M |
| Cary Street Partners Asset Management LLC | 0.98% | Add +7.3% | 60,744 | $6.3M |
| Trek Financial, LLC | 0.50% | Add +6.6% | 60,726 | $6.3M |
| Nicholas Hoffman & Company, LLC. | 0.32% | Reduce -0.2% | 60,224 | $6.3M |
| Snowden Capital Advisors LLC | 0.20% | Add +28.1% | 60,222 | $6.3M |
| Mma Asset Management LLC | 2.90% | Add +24.8% | 60,477 | $6.2M |
| Jasper Ridge Partners, L.P. | 0.19% | No change | 59,403 | $6.2M |
| WealthShield Partners, LLC | 0.99% | Add +5.7% | 59,133 | $6.1M |
| Advisory Services Network, LLC | 0.14% | Add +4.8% | 59,093 | $6.1M |
| Comerica Bank | 0.03% | Reduce -6.2% | 58,497 | $6.1M |
| Kathmere Capital Management, LLC | 0.68% | Reduce -1.0% | 57,113 | $5.9M |
| Kingdom Financial Group LLC. | 4.13% | Add +51.5% | 56,545 | $5.9M |
| Glenmede Trust Co. NA | 0.03% | Reduce -0.5% | 56,200 | $5.8M |
| Client 1ST Advisory Group, LLC | 2.56% | Reduce -8.7% | 55,023 | $5.7M |
| Private Advisor Group, LLC | 0.04% | Reduce -5.6% | 54,707 | $5.7M |
| Rothschild Wealth LLC | 2.00% | — | 54,610 | $5.7M |
| Derbend Asset Management | 2.79% | Add +0.7% | 54,491 | $5.7M |
| Grayhawk Investment Strategies Inc. | 4.96% | Reduce -6.3% | 54,250 | $5.6M |
| Certus Wealth Management, LLC | 4.46% | Add +19.0% | 55,394 | $5.6M |
| Brighton Jones LLC | 0.20% | Reduce -0.5% | 53,461 | $5.5M |
| First Horizon Advisors, Inc. | 0.17% | Add +2.8% | 52,682 | $5.5M |
| Forte Asset Management LLC | 3.31% | Reduce -15.1% | 52,561 | $5.5M |
| Watershed Private Wealth LLC | 2.41% | Add +1328.8% | 52,423 | $5.4M |
| Townsquare Capital LLC | 0.08% | Add +6.6% | 52,084 | $5.4M |
| Hyman Charles D | 0.30% | Add +0.9% | 67,193 | $5.4M |
| Lwmg, LLC | 1.23% | Add +1.9% | 51,420 | $5.3M |
| Focus Financial Network, Inc. | 0.26% | — | 54,524 | $5.3M |
| Marks Group Wealth Management, Inc | 0.56% | Add +3.8% | 51,166 | $5.3M |
| Lincoln National Corp. | 0.08% | Add +30.6% | 50,466 | $5.2M |
| Obsidian Personal Planning Solutions LLC | 3.42% | Add +0.6% | 52,607 | $5.2M |
| Flow Traders U.S. LLC | 0.28% | Reduce -77.8% | 49,693 | $5.2M |
| Waverly Advisors, LLC | 0.12% | Add +193.8% | 49,673 | $5.2M |
| IFP Advisors, Inc | 0.23% | Reduce -33.8% | 49,445 | $5.1M |
| Elevation Point Wealth Partners, LLC | 0.39% | Add +8.8% | 49,173 | $5.1M |
| Waller Financial Planning Group, Inc. | 1.35% | Reduce -17.2% | 48,659 | $5.1M |
| Regal Investment Advisors LLC | 0.34% | Reduce -6.2% | 48,436 | $5.0M |
| Ameritas Advisory Services, LLC | 0.21% | Reduce -11.0% | 48,469 | $5.0M |
| Bay Harbor Wealth Management, LLC | 1.80% | Add +7.9% | 48,300 | $5.0M |
| Madrona Financial Services, LLC | 1.74% | Add +9.1% | 48,120 | $5.0M |
| Rehmann Capital Advisory Group | 0.37% | Reduce -1.0% | 47,986 | $5.0M |
| Stock Yards Bank & Trust Co. | 0.16% | Add +70.7% | 47,588 | $4.9M |
| Edge Capital Group, LLC | 0.25% | New | 47,504 | $4.9M |
| MorganRosel Wealth Management, LLC | 1.76% | Add +6.3% | 47,450 | $4.9M |
| Callan Family Office, LLC | 1.15% | Add +0.4% | 47,266 | $4.9M |
| Swmg, LLC | 2.20% | Add +2.5% | 47,071 | $4.9M |
| Cobblestone Asset Management LLC | 3.30% | New | 46,873 | $4.9M |
| Greenwood Capital Associates LLC | 0.64% | Add +130.8% | 46,733 | $4.9M |
| Lane & Associates LLC | 3.05% | Add +10.0% | 46,722 | $4.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +577.9% | 46,493 | $4.8M |
| Revolve Wealth Partners, LLC | 0.82% | Reduce -16.6% | 46,474 | $4.8M |
| Buckingham Strategic Wealth, LLC | 0.05% | Add +0.7% | 46,400 | $4.8M |
| Condor Capital Management | 0.47% | Reduce -1.1% | 46,339 | $4.8M |
| Wealthquest Corp | 0.52% | Reduce -3.3% | 46,337 | $4.8M |
| One Wealth Management Investment & Advisory Services, LLC | 1.93% | Add +9.7% | 45,365 | $4.7M |
| Spire Wealth Management | 0.09% | Add +2.9% | 45,005 | $4.7M |
| Pinnacle Wealth Planning Services, Inc. | 0.68% | Add +2.3% | 44,770 | $4.6M |
| Robertson Stephens Wealth Management, LLC | 0.25% | Reduce -17.3% | 44,133 | $4.6M |
| Courier Capital LLC | 0.33% | Add +8.0% | 43,638 | $4.5M |
| Forthright Family Wealth Advisory LLC | 3.03% | Add +4.9% | 43,591 | $4.5M |
| Stratos Wealth Advisors, LLC | 0.27% | Add +10.7% | 43,464 | $4.5M |
| Valmark Advisers, Inc. | 0.08% | Reduce -1.6% | 42,982 | $4.5M |
| Dorsey & Whitney Trust CO LLC | 0.30% | No change | 42,199 | $4.4M |
| SOA Wealth Advisors, LLC. | 0.91% | Add +0.9% | 42,195 | $4.4M |
| Dynasty Wealth Management, LLC | 0.14% | — | 42,086 | $4.4M |
| Harbor Group, Inc. | 1.15% | Reduce -1.9% | 41,957 | $4.4M |
| JNBA Financial Advisors | 0.46% | Reduce -5.8% | 41,742 | $4.3M |
| First Pacific Financial | 1.20% | Reduce -10.8% | 41,246 | $4.3M |
| Hoxton Planning & Management, LLC | 2.04% | Add +3.2% | 41,161 | $4.3M |
| Omega Financial Group, LLC | 1.73% | Reduce -1.3% | 40,756 | $4.2M |
| Legacy Financial Group LLC | 0.85% | Add +1854.3% | 40,650 | $4.2M |
| Quotient Wealth Partners, LLC | 0.15% | Reduce -30.9% | 40,536 | $4.2M |
| Norris Perne & French LLP | 0.30% | Reduce -0.8% | 39,870 | $4.1M |
| W Advisors, LLC | 2.83% | Reduce -0.3% | 39,780 | $4.1M |
| SigFig Wealth Management, LLC | 0.15% | Add +7.1% | 39,517 | $4.1M |
| Journey Strategic Wealth LLC | 0.18% | Add +10.1% | 38,607 | $4.0M |
| Sterling Financial Planning, Inc. | 1.62% | Reduce -0.8% | 38,478 | $4.0M |
| WCG Wealth Advisors LLC | 0.33% | Add +98.9% | 37,841 | $3.9M |
| Savant Capital, LLC | 0.04% | Reduce -13.9% | 37,522 | $3.9M |
| My Legacy Advisors, LLC | 1.30% | Add +10.2% | 37,490 | $3.9M |
| ShoreHaven Wealth Partners, LLC | 2.13% | Reduce -2.2% | 37,275 | $3.9M |
| Shared Vision Wealth Group LLC | 2.40% | Reduce -8.6% | 37,083 | $3.8M |
| Gen-Wealth Partners Inc | 1.88% | — | 36,454 | $3.8M |
| Atlas Private Wealth Management, LLC | 1.58% | Add +33.6% | 36,277 | $3.8M |
| Advus Financial Partners, LLC | 1.16% | Add +0.5% | 36,273 | $3.8M |
| Firethorn Wealth Partners, LLC | 2.20% | Add +6.2% | 35,917 | $3.7M |
| Liberty Wealth Management LLC | 0.73% | New | 35,948 | $3.7M |
| Mayflower Financial Advisors, LLC | 0.62% | Add +13.3% | 35,877 | $3.7M |
| True Vision MN LLC | 2.62% | Add +28.4% | 37,214 | $3.7M |
| Avestar Capital, LLC | 0.42% | New | 35,694 | $3.7M |
| Patton Albertson Miller Group, LLC | 0.55% | Reduce -15.7% | 35,604 | $3.7M |
| Parkside Financial Bank & Trust | 0.59% | Add +4.2% | 35,324 | $3.7M |
| Crestone Asset Management LLC | 0.72% | Add +3.4% | 34,315 | $3.6M |
| Affiance Financial, LLC | 0.96% | Reduce -12.9% | 34,192 | $3.5M |
| Mutual Advisors, LLC | 0.11% | Reduce -18.6% | 33,869 | $3.5M |
| Bison Wealth, LLC | 0.57% | Add +38.1% | 33,785 | $3.5M |
| Vance Wealth, LLC | 1.39% | Add +1.6% | 33,549 | $3.5M |
| Lansing Street Advisors | 1.52% | Reduce -1.0% | 32,538 | $3.4M |
| Kowal Investment Group, LLC | 0.72% | Reduce -5.0% | 32,270 | $3.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -78.0% | 32,051 | $3.3M |
| Signal Advisors Wealth, LLC | 0.82% | Add +33.6% | 31,784 | $3.3M |
| American Financial & Tax Strategies Inc. | 1.74% | Reduce -2.0% | 31,244 | $3.2M |
| Embree Financial Group | 0.64% | Add +24.2% | 31,227 | $3.2M |
| CoreCap Advisors, LLC | 0.17% | Reduce -5.3% | 31,214 | $3.2M |
| Breakwater Capital Group | 0.81% | Reduce -1.4% | 31,180 | $3.2M |
| Diversify Advisory Services, LLC | 0.19% | — | 30,625 | $3.2M |
| Csenge Advisory Group | 0.17% | Add +3.9% | 29,849 | $3.1M |
| Mosley Wealth Management | 2.91% | Add +1.7% | 29,825 | $3.1M |
| Disciplined Investments, LLC | 1.68% | Add +1.9% | 29,755 | $3.1M |
| Geneos Wealth Management Inc. | 0.14% | Add +12.7% | 29,521 | $3.1M |
| Harbour Investments, Inc. | 0.11% | Add +0.3% | 29,095 | $3.0M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -19.6% | 29,010 | $3.0M |
| Hofer & Associates. Inc | 2.50% | Add +2.3% | 28,600 | $3.0M |
| Dominguez Wealth Management Solutions, Inc. | 2.33% | Add +2.6% | 28,521 | $3.0M |
| Tradition Wealth Management, LLC | 0.30% | Add +2.3% | 28,433 | $3.0M |
| One Capital Management, LLC | 0.11% | Reduce -0.6% | 28,336 | $2.9M |
| Eagle Strategies LLC | 0.65% | New | 28,281 | $2.9M |
| Empire Life Investments Inc. | 0.18% | Add +61.1% | 27,936 | $2.9M |
| Channel Wealth LLC | 1.16% | Add +11.3% | 27,798 | $2.9M |
| BlackDiamond Wealth Management, LLC | 2.05% | Reduce -9.8% | 27,687 | $2.9M |
| J.W. Cole Advisors, Inc. | 0.14% | Add +2.9% | 27,655 | $2.9M |
| Patten Group, Inc. | 0.71% | Add +7.3% | 27,642 | $2.9M |
| Foundation Wealth Management, LLC | 2.33% | Reduce -3.6% | 27,513 | $2.9M |
| AdvisorNet Financial, Inc | 0.27% | Reduce -0.3% | 27,082 | $2.8M |
| Scissortail Wealth Management, LLC | 0.74% | New | 27,013 | $2.8M |
| Navellier & Associates Inc. | 0.34% | No change | 26,633 | $2.8M |
| Commonwealth Financial Services, LLC | 0.65% | Reduce -0.2% | 28,320 | $2.7M |
| Security Financial Services, INC. | 0.61% | Reduce -6.7% | 26,013 | $2.7M |
| Centurion Wealth Management LLC | 1.06% | Add +5.6% | 25,874 | $2.7M |
| All Season Financial Advisors, Inc. | 2.22% | Add +670.6% | 25,863 | $2.7M |
| Market Street Wealth Management Advisors LLC | 0.47% | Reduce -14.4% | 25,587 | $2.7M |
| FFG Retirement Advisors LLC | 1.87% | Add +2.1% | 25,520 | $2.6M |
| Morningstar Investment Services LLC | 0.03% | Reduce -15.3% | 25,043 | $2.6M |
| Alternative Investment Advisors, LLC. | 1.55% | Add +29.4% | 24,859 | $2.6M |
| Avidian Wealth Enterprises, LLC | 0.14% | Reduce -4.9% | 24,758 | $2.6M |
| First Commonwealth Financial Corp | 0.68% | Add +11.8% | 24,749 | $2.6M |
| Carnegie Investment Counsel | 0.08% | Reduce -3.9% | 24,721 | $2.6M |
| Sowell Financial Services LLC | 0.12% | Add +3.6% | 24,648 | $2.6M |
| Lantz Financial LLC | 0.82% | Add +5.7% | 24,635 | $2.6M |
| PFG Advisors | 0.19% | Add +0.4% | 24,635 | $2.6M |
| Verus Capital Partners, LLC | 0.28% | Add +24.7% | 24,334 | $2.5M |
| Lanark Financial, Inc. | 0.24% | Add +6.8% | 24,268 | $2.5M |
| Ifrah Financial Services, Inc. | 0.70% | Add +2.0% | 23,922 | $2.5M |
| Strategic Financial Concepts, LLC | 0.59% | Add +28.8% | 23,423 | $2.4M |
| Berger Financial Group, Inc | 0.20% | Reduce -7.1% | 23,291 | $2.4M |
| Transcend Capital Advisors, LLC | 0.19% | Reduce -1.2% | 23,148 | $2.4M |
| Strata Wealth Advisors, LLC | 0.84% | Add +14.5% | 23,049 | $2.4M |
| Ehrlich Financial Group | 2.01% | Add +12.8% | 22,983 | $2.4M |
| Beacon Bridge Wealth Partners, LLC | 1.11% | Add +7.5% | 22,644 | $2.4M |
| Maripau Wealth Management LLC | 1.75% | Reduce -2.4% | 22,523 | $2.3M |
| Global Retirement Partners, LLC | 0.09% | Add +1.6% | 22,438 | $2.3M |
| Ancora Advisors LLC | 0.05% | Add +108.6% | 22,383 | $2.3M |
| Copperleaf Capital, LLC | 1.97% | Add +22.8% | 21,904 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Reduce -24.9% | 21,790 | $2.3M |
| Fragasso Financial Advisors Inc | 0.19% | Reduce -8.1% | 21,672 | $2.2M |
| Maxwell Wealth Strategies Inc. | 1.14% | Reduce -18.3% | 21,752 | $2.2M |
| HSBC Holdings PLC | 0.00% | Add +4.2% | 21,349 | $2.2M |
| Assetmark, Inc. | 0.01% | Reduce -16.3% | 20,973 | $2.2M |
| Ascent Group, LLC | 0.19% | Reduce -0.0% | 20,835 | $2.2M |
| Napatree Capital LLC | 2.06% | Add +7.3% | 21,525 | $2.1M |
| Arete Wealth Advisors, LLC | 0.20% | Reduce -5.5% | 20,348 | $2.1M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -19.4% | 20,082 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -7.6% | 19,931 | $2.1M |
| Wambolt & Associates, LLC | 0.62% | Add +17.4% | 19,952 | $2.1M |
| Savvy Advisors, Inc. | 1.16% | Add +75.8% | 19,469 | $2.0M |
| Visionary Wealth Advisors | 0.14% | Reduce -1.3% | 19,430 | $2.0M |
| Cannon Financial Strategists, Inc. | 0.40% | Add +0.1% | 19,407 | $2.0M |
| Cerity Partners LLC | 0.01% | Reduce -19.1% | 19,245 | $2.0M |
| RCS Financial Planning, LLC | 1.22% | Reduce -6.2% | 19,036 | $2.0M |
| IFG Advisory, LLC | 0.14% | Add +3.4% | 18,695 | $1.9M |
| Silver Oak Securities, Incorporated | 0.30% | Add +2.8% | 18,664 | $1.9M |
| WealthPLAN Partners, LLC | 0.20% | Add +8.4% | 18,642 | $1.9M |
| Dohj, LLC | 0.51% | Reduce -20.5% | 18,397 | $1.9M |
| Fiduciary Trust Co | 0.03% | Reduce -3.0% | 18,183 | $1.9M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -5.7% | 18,163 | $1.9M |
| Paladin Advisory Group, LLC | 1.49% | Add +0.6% | 18,227 | $1.9M |
| Trustmark Bank Trust Department | 0.15% | Add +28.4% | 18,059 | $1.9M |
| Turtle Creek Wealth Advisors, LLC | 0.46% | No change | 18,016 | $1.9M |
| ARK & TLK Investments, LLC | 0.71% | Reduce -2.6% | 17,562 | $1.8M |
| Mechanics Bank Trust Department | 0.26% | Reduce -3.4% | 17,209 | $1.8M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.44% | No change | 17,200 | $1.8M |
| Concorde Asset Management, LLC | 1.22% | Add +9.6% | 17,147 | $1.8M |
| Principal Securities, Inc. | 0.06% | Reduce -2.5% | 17,111 | $1.8M |
| Paces Ferry Wealth Advisors, LLC | 1.12% | Reduce -39.7% | 16,817 | $1.7M |
| Clearview Wealth Advisors LLC | 1.78% | Add +162.6% | 16,776 | $1.7M |
| Mather Group, Llc. | 0.03% | Add +1.4% | 17,467 | $1.7M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +8.9% | 16,131 | $1.7M |
| Gateway Wealth Partners, LLC | 0.60% | Add +17.8% | 16,074 | $1.7M |
| Beam Wealth Advisors, Inc. | 1.00% | Add +0.5% | 16,064 | $1.7M |
| Eudaimonia Partners, LLC | 0.40% | Add +4.5% | 16,048 | $1.7M |
| Clayton Financial Group LLC | 0.75% | Add +33.3% | 15,872 | $1.6M |
| WR Wealth Planners, LLC | 0.51% | Reduce -38.5% | 15,667 | $1.6M |
| LVW Advisors, LLC | 0.27% | Reduce -68.1% | 15,335 | $1.6M |
| Twin Peaks Wealth Advisors, LLC | 0.88% | Add +35.4% | 15,313 | $1.6M |
| Benedetti & Gucer, Inc. | 0.79% | Add +1.5% | 15,243 | $1.6M |
| Mgo One Seven LLC | 0.08% | Add +7.6% | 15,215 | $1.6M |
| TD Private Client Wealth LLC | 0.05% | Reduce -37.7% | 15,182 | $1.6M |
| Venturi Wealth Management, LLC | 0.10% | Reduce -1.5% | 14,968 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +111.7% | 14,955 | $1.6M |
| Total Wealth Planning, LLC | 0.27% | Reduce -6.3% | 14,882 | $1.5M |
| Redwood Investment Management, LLC | 0.15% | Reduce -9.3% | 14,866 | $1.5M |
| Quadrant Private Wealth Management, LLC | 0.39% | Reduce -3.5% | 14,714 | $1.5M |
| Seneca Financial Advisors LLC | 0.81% | No change | 14,587 | $1.5M |
| Keel Point, LLC | 0.16% | Reduce -2.9% | 14,517 | $1.5M |
| Bush Investment Group, LLC | 1.33% | Add +2.1% | 14,454 | $1.5M |
| Provident Wealth Management, LLC | 0.56% | Add +4.7% | 14,453 | $1.5M |
| Advisors Capital Management, LLC | 0.03% | Reduce -5.6% | 14,349 | $1.5M |
| Capital Analysts, LLC | 0.07% | Reduce -0.3% | 14,333 | $1.5M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Reduce -24.0% | 14,233 | $1.5M |
| FWG Investments, LLC. | 1.59% | Reduce -3.4% | 14,157 | $1.5M |
| First American Trust, FSB | 0.15% | Add +329.0% | 14,024 | $1.5M |
| Financial Counselors Inc. | 0.02% | Reduce -8.2% | 14,005 | $1.5M |
| Brown Advisory Inc. | 0.00% | Reduce -0.2% | 13,997 | $1.5M |
| Ironwood Investment Counsel, LLC | 0.25% | No change | 13,893 | $1.4M |
| Hardy Reed LLC | 0.17% | No change | 13,470 | $1.4M |
| Portfolio Strategies, Inc. | 0.10% | New | 13,470 | $1.4M |
| TCWP LLC | 3.70% | Reduce -4.1% | 13,395 | $1.4M |
| Diversified, LLC | 0.19% | Add +4.2% | 13,233 | $1.4M |
| Valley National Advisers Inc. | 0.20% | Add +12.3% | 13,014 | $1.3M |
| United Asset Strategies, Inc. | 0.13% | Add +3.9% | 12,874 | $1.3M |
| Interchange Capital Partners, LLC | 0.90% | Reduce -0.4% | 12,887 | $1.3M |
| Vertex Planning Partners, LLC | 0.37% | Add +28.6% | 12,733 | $1.3M |
| SOL Capital Management CO | 0.17% | Reduce -24.4% | 12,730 | $1.3M |
| Keystone Wealth Services, LLC | 0.42% | Add +96.0% | 12,544 | $1.3M |
| REAP Financial Group, LLC | 0.36% | Reduce -5.2% | 12,543 | $1.3M |
| Commonwealth Retirement Investments LLC | 0.62% | Add +2.7% | 12,474 | $1.3M |
| Larson Financial Group LLC | 0.10% | Reduce -1.5% | 12,469 | $1.3M |
| Centaurus Financial, Inc. | 0.09% | Reduce -1.3% | 12,374 | $1.3M |
| TRUE Private Wealth Advisors | 0.15% | Reduce -8.9% | 12,249 | $1.3M |
| Pillar Wealth Advisors, LLC | 0.96% | Reduce -3.0% | 12,231 | $1.3M |
| First Foundation Advisors | 0.05% | Add +5.8% | 12,231 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +38.1% | 12,128 | $1.3M |
| AMG National Trust Bank | 0.04% | Reduce -0.7% | 12,023 | $1.2M |
| Evercore Wealth Management, LLC | 0.02% | No change | 12,010 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -5.8% | 12,000 | $1.2M |
| Compound Planning, Inc. | 0.11% | Reduce -63.9% | 11,857 | $1.2M |
| Claro Advisors Inc. | 0.21% | Add +190.9% | 11,783 | $1.2M |
| BIP Wealth, LLC | 0.09% | Add +9.0% | 11,747 | $1.2M |
| Conning Inc. | 0.04% | No change | 11,731 | $1.2M |
| Milestone Investment Advisors LLC | 0.33% | No change | 11,708 | $1.2M |
| Evoke Wealth, LLC | 0.04% | New | 11,605 | $1.2M |
| OMNI 360 Wealth, Inc. | 0.99% | Add +5.3% | 11,561 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.10% | Add +59.7% | 11,459 | $1.2M |
| Valeo Financial Advisors, LLC | 0.04% | Reduce -7.6% | 11,885 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -2.6% | 11,286 | $1.2M |
| Mendel Capital Management LLC | 0.77% | Add +0.5% | 11,237 | $1.2M |
| GHP Investment Advisors, Inc. | 0.06% | Reduce -5.5% | 11,052 | $1.1M |
| BTC Capital Management, Inc. | 0.10% | — | 11,025 | $1.1M |
| Institute for Wealth Management, LLC. | 0.15% | Reduce -0.7% | 11,004 | $1.1M |
| Hutchens & Kramer Investment Management Group, LLC | 0.67% | Add +36.6% | 10,968 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.7% | 10,868 | $1.1M |
| Arcadia Wealth Management, LLC | 0.69% | Reduce -0.4% | 10,867 | $1.1M |
| Verdence Capital Advisors LLC | 0.10% | Reduce -41.4% | 10,849 | $1.1M |
| Raymond James Trust N.A. | 0.03% | Reduce -7.6% | 10,740 | $1.1M |
| Sutton Place Investors LLC | 0.55% | Add +53.0% | 10,653 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Add +77.8% | 10,640 | $1.1M |
| SCS Capital Management LLC | 0.02% | Add +8.1% | 10,632 | $1.1M |
| WASHINGTON TRUST Co | 0.04% | No change | 10,594 | $1.1M |
| Theory Financial LLC | 0.56% | Add +55.3% | 10,506 | $1.1M |
| Tempus Wealth Planning, LLC | 0.48% | Reduce -1.6% | 10,443 | $1.1M |
| Cook Wealth, LLC | 0.64% | Add +6.5% | 10,692 | $1.1M |
| Betterment LLC | 0.00% | Add +15.3% | 10,284 | $1.1M |
| Renaissance Technologies | 0.00% | New | 10,100 | $1.0M |
| Global Wealth Management Investment Advisory, Inc. | 0.26% | Reduce -7.6% | 10,095 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +17.5% | 10,081 | $1.0M |
| Pallas Capital Advisors LLC | 0.04% | Reduce -23.2% | 10,032 | $1.0M |
| Avantax Planning Partners, Inc. | 0.03% | Add +0.4% | 9,906 | $1.0M |
| 1834 Investment Advisors Co. | 0.12% | Reduce -7.5% | 9,865 | $1.0M |
| InterOcean Capital Group, LLC | 0.02% | Reduce -9.7% | 9,819 | $1.0M |
| Canopy Partners, LLC | 0.50% | New | 9,806 | $1.0M |
| Cardiff Park Advisors, LLC | 0.10% | No change | 9,674 | $1.0M |
| Meeder Advisory Services, Inc. | 0.10% | Add +346.6% | 9,656 | $1.0M |
| Private Trust Co. NA | 0.11% | Add +0.3% | 9,602 | $997K |
| W.H. Cornerstone Investments Inc. | 0.72% | Reduce -26.6% | 9,568 | $993K |
| Nwam LLC | 0.08% | Add +3.2% | 9,644 | $985K |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -5.3% | 9,381 | $974K |
| Barclays PLC | 0.00% | New | 9,260 | $961K |
| Emergent Wealth Advisors, LLC | 0.81% | Reduce -58.1% | 8,812 | $945K |
| Raleigh Capital Management Inc. | 0.41% | Add +24.0% | 9,093 | $944K |
| Moneco Advisors, LLC | 0.15% | Reduce -3.8% | 9,080 | $942K |
| LifePlan Investment Advisors, Inc. | 0.75% | Reduce -13.1% | 9,075 | $942K |
| Macroview Investment Management LLC | 1.03% | Reduce -12.0% | 8,988 | $933K |
| American State Bank (Iowa) | 0.62% | No change | 8,931 | $927K |
| BCU Wealth Advisors, LLC | 0.78% | Add +7.3% | 8,883 | $922K |
| Meridian Wealth Management, LLC | 0.15% | Add +0.7% | 8,855 | $919K |
| Sovereign Financial Group, Inc. | 0.24% | Add +7.1% | 8,742 | $907K |
| Ritter Daniher Financial Advisory LLC / DE | 0.30% | Reduce -2.5% | 8,736 | $907K |
| Calydon Capital | 0.17% | New | 8,790 | $905K |
| Cypress Capital Group | 0.11% | Reduce -10.7% | 8,715 | $905K |
| Synovus Financial Corp. | 0.01% | Reduce -3.6% | 8,701 | $903K |
| Quadcap Wealth Management, LLC | 0.20% | Reduce -6.3% | 8,670 | $900K |
| Mission Wealth Management, LP | 0.02% | Reduce -2.7% | 8,627 | $895K |
| Collective Family Office LLC | 0.29% | Reduce -8.1% | 8,505 | $883K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.6% | 8,470 | $879K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -33.0% | 8,453 | $877K |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +9.8% | 8,406 | $872K |
| Girard Partners LTD. | 0.08% | Add +5.8% | 8,372 | $869K |
| Armstrong, Fleming & Moore, Inc | 0.60% | No change | 8,371 | $869K |
| Parallel Advisors, LLC | 0.02% | Add +7.3% | 8,331 | $865K |
| Horan Securities, Inc. | 0.40% | Add +19.3% | 8,256 | $857K |
| Allegheny Financial Group | 0.26% | Reduce -9.3% | 8,236 | $855K |
| Evensky & Katz LLC | 0.06% | Reduce -0.1% | 8,185 | $850K |
| Kingswood Wealth Advisors, LLC | 0.10% | Reduce -12.3% | 8,144 | $845K |
| Braun-Bostich & Associates Inc. | 0.70% | New | 8,112 | $842K |
| Cooper Financial Group | 0.14% | Reduce -5.3% | 8,088 | $839K |
| Vantage Financial Partners, LLC | 0.23% | Add +0.6% | 8,073 | $838K |
| Ieq Capital, LLC | 0.01% | No change | 8,066 | $837K |
| Palisade Asset Management, LLC | 0.08% | Reduce -40.8% | 8,032 | $834K |
| Mycio Wealth Partners, LLC | 0.21% | No change | 8,031 | $834K |
| NorthCoast Asset Management LLC | 0.01% | New | 7,890 | $819K |
| Prairie Wealth Advisors, Inc. | 0.38% | — | 7,877 | $818K |
| Independent Financial Group, LLC | 0.04% | Add +20.6% | 7,841 | $814K |
| Chicago Partners Investment Group LLC | 0.03% | No change | 7,933 | $792K |
| Watchman Group, Inc. | 0.24% | Add +3.5% | 7,591 | $788K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -13.2% | 7,490 | $777K |
| Catalina Capital Group, LLC | 0.33% | Reduce -3.8% | 7,488 | $777K |
| Aspire Private Capital, LLC | 0.20% | Add +11.6% | 7,469 | $775K |
| Midwest Heritage Bank, FSB | 0.41% | Reduce -3.7% | 7,448 | $773K |
| Penobscot Investment Management Company, Inc. | 0.08% | Add +0.3% | 7,440 | $772K |
| Oxford Financial Group, LTD. LLC | 0.05% | No change | 7,426 | $771K |
| DGS Capital Management, LLC | 0.22% | New | 7,414 | $769K |
| Stone Summit Wealth LLC | 0.27% | Add +12.9% | 7,353 | $763K |
| MainStreet Investment Advisors LLC | 0.09% | Reduce -1.3% | 7,253 | $753K |
| Cornerstone Wealth Advisors, Inc. | 0.23% | Add +3.4% | 7,185 | $746K |
| Noble Family Wealth, LLC | 0.21% | No change | 7,160 | $743K |
| Cibc World Market Inc. | 0.00% | Add +50.5% | 7,157 | $743K |
| Aspire Wealth Management Corp | 0.45% | Reduce -38.6% | 7,147 | $742K |
| Baker Tilly Wealth Management, LLC | 0.13% | Reduce -30.5% | 7,129 | $740K |
| Peterson Financial Group, Inc. | 4.79% | Reduce -5.5% | 7,078 | $735K |
| Allworth Financial LP | 0.01% | Reduce -39.1% | 7,077 | $735K |
| Sage Financial Group Inc. | 0.07% | No change | 7,035 | $730K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | No change | 6,992 | $726K |
| Schneider Downs Wealth Management Advisors, LP | 0.17% | No change | 6,984 | $725K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -23.3% | 6,849 | $711K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -10.7% | 6,831 | $709K |
| Beacon Financial Group | 0.08% | Add +18.9% | 6,780 | $704K |
| First Citizens Financial Corp | 0.42% | Add +3.1% | 6,751 | $701K |
| LMCG Investments, LLC | 0.04% | Reduce -6.2% | 6,726 | $698K |
| Advisory Alpha, LLC | 0.03% | Reduce -85.0% | 6,712 | $697K |
| Washington Trust Bank | 0.07% | Reduce -57.2% | 6,689 | $694K |
| Independence Bank of Kentucky | 0.20% | No change | 6,596 | $685K |
| James Investment Research, Inc. | 0.08% | Add +3.0% | 6,555 | $680K |
| Axxcess Wealth Management, LLC | 0.02% | Add +84.5% | 6,551 | $680K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +1.1% | 6,518 | $677K |
| Lifeworks Advisors, LLC | 0.19% | New | 6,509 | $676K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Reduce -36.9% | 6,504 | $675K |
| Angeles Investment Advisors, LLC | 0.04% | Reduce -78.7% | 6,500 | $675K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -18.5% | 6,495 | $674K |
| World Equity Group, Inc. | 0.14% | Reduce -43.7% | 6,432 | $667K |
| HRC Wealth Management, LLC | 0.49% | Reduce -0.3% | 6,418 | $666K |
| Beacon Financial Advisory LLC | 0.31% | Reduce -0.1% | 6,205 | $644K |
| Latitude Advisors, LLC | 0.40% | Add +13.6% | 6,150 | $638K |
| Wealthfront Advisers LLC | 0.00% | Add +6.6% | 6,092 | $632K |
| FineMark National Bank & Trust | 0.02% | No change | 6,090 | $632K |
| Choate Investment Advisors | 0.02% | No change | 6,025 | $625K |
| Absolute Capital Management, LLC | 0.40% | Add +4.3% | 6,011 | $624K |
| Dentgroup LLC | 0.51% | Add +12.8% | 5,929 | $615K |
| StoneX Group Inc. | 0.06% | Reduce -8.8% | 5,909 | $613K |
| VestGen Investment Management | 0.18% | Reduce -0.9% | 5,863 | $609K |
| Fluent Financial, LLC | 0.33% | Add +1.1% | 5,822 | $604K |
| Harbour Capital Advisors, LLC | 0.15% | No change | 5,906 | $604K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -14.0% | 5,734 | $595K |
| Tocqueville Asset Management L.P. | 0.01% | Add +3.9% | 5,595 | $581K |
| NewEdge Wealth, LLC | 0.01% | Add +4.4% | 5,790 | $578K |
| MIdWestOne Financial Group, Inc. | 0.10% | No change | 5,558 | $577K |
| Sound Income Strategies, LLC | 0.04% | Add +37.8% | 5,532 | $574K |
| 9258 Wealth Management, LLC | 0.09% | Add +1.5% | 5,502 | $571K |
| Keybank National Association | 0.00% | Add +17.3% | 5,489 | $570K |
| Montecito Bank & Trust | 0.11% | Add +40.5% | 5,486 | $569K |
| Vermillion & White Wealth Management Group, LLC | 0.45% | Add +47.1% | 5,450 | $566K |
| Sheets Smith Wealth Management | 0.06% | Reduce -2.9% | 5,394 | $560K |
| Able Wealth Management LLC | 0.49% | Reduce -27.8% | 5,381 | $559K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 5,373 | $558K |
| Diversified Trust Co. | 0.02% | New | 5,366 | $557K |
| Alerus Financial NA | 0.04% | Add +1.1% | 5,361 | $556K |
| Wescott Financial Advisory Group, LLC | 0.07% | New | 5,298 | $550K |
| Associated Banc-Corp | 0.02% | No change | 5,282 | $548K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +3.4% | 5,493 | $543K |
| Addison Capital Co | 0.27% | New | 5,197 | $539K |
| Rockland Trust Co. | 0.03% | Reduce -14.9% | 5,158 | $535K |
| Resurgent Financial Advisors LLC | 0.29% | Add +20.9% | 5,147 | $534K |
| Trust Point Inc. | 0.04% | Add +0.7% | 5,132 | $533K |
| Canvas Wealth Advisors, LLC | 0.18% | New | 5,425 | $532K |
| Level Four Advisory Services, LLC | 0.03% | No change | 5,456 | $528K |
| Alterna Wealth Management, Inc. | 0.42% | Reduce -21.1% | 5,052 | $524K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -4.7% | 5,025 | $522K |
| Gables Capital Management Inc. | 0.29% | No change | 5,007 | $520K |
| Boston Financial Mangement LLC | 0.02% | Reduce -10.1% | 4,982 | $517K |
| Pachira Investments Inc. | 0.42% | Reduce -2.8% | 4,972 | $516K |
| RHS Financial, LLC | 0.30% | Add +13.8% | 4,929 | $512K |
| GYL Financial Synergies, LLC | 0.04% | No change | 4,900 | $509K |
| Colony Family Offices, LLC | 0.16% | No change | 4,828 | $501K |
| Sachetta, LLC | 0.24% | No change | 5,131 | $497K |
| Strategic Equity Management | 0.41% | New | 4,761 | $494K |
| Rappaport Reiches Capital Management, LLC | 0.15% | Add +0.6% | 4,700 | $488K |
| Hobart Private Capital, LLC | 0.15% | Reduce -1.9% | 4,664 | $484K |
| Integral Investment Advisors, Inc. | 0.20% | New | 4,605 | $479K |
| International Assets Investment Management, LLC | 0.05% | Reduce -30.2% | 4,631 | $479K |
| LexAurum Advisors, LLC | 0.12% | Add +2.0% | 4,600 | $477K |
| Pinnacle Family Advisors, LLC | 0.25% | Add +9.3% | 4,590 | $476K |
| Eudaimonia Advisors LLC | 0.25% | Add +3.2% | 4,589 | $476K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +19.6% | 4,581 | $475K |
| Wedbush Securities Inc. | 0.02% | Reduce -8.0% | 4,570 | $474K |
| Leisure Capital Management | 0.24% | Reduce -15.8% | 4,521 | $469K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -2.8% | 4,521 | $469K |
| Integrated Advisors Network LLC | 0.02% | Reduce -0.8% | 4,440 | $461K |
| Athena Investment Management | 0.28% | Add +2.3% | 4,437 | $461K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -1.3% | 4,392 | $456K |
| Prospera Financial Services Inc | 0.01% | Reduce -35.0% | 4,361 | $453K |
| Montag & Caldwell, LLC | 0.08% | Add +45.0% | 4,353 | $452K |
| Financial Gravity Asset Management, Inc. | 0.13% | Reduce -98.4% | 4,660 | $451K |
| Resonant Capital Advisors, LLC | 0.04% | New | 4,305 | $447K |
| First Heartland Consultants, Inc. | 0.05% | Add +10.7% | 4,300 | $446K |
| MAI Capital Management | 0.00% | Add +17.7% | 4,291 | $445K |
| Highland Capital Management, LLC | 0.03% | No change | 4,271 | $443K |
| Fermata Advisors, LLC | 0.10% | Add +47.8% | 4,206 | $437K |
| Bogart Wealth, LLC | 0.02% | Reduce -87.8% | 4,199 | $436K |
| Doliver Advisors, LP | 0.12% | Reduce -8.0% | 4,198 | $436K |
| James J. Burns & Company, LLC | 0.15% | Reduce -53.7% | 4,237 | $433K |
| Wolff Financial Management LLC | 0.13% | No change | 4,168 | $433K |
| Cornerstone Planning Group LLC | 0.13% | Reduce -31.5% | 4,246 | $429K |
| UMB Bank, n.a. | 0.01% | Reduce -9.9% | 4,079 | $423K |
| &partners | 0.06% | New | 4,069 | $422K |
| Modern Wealth Management, LLC | 0.04% | New | 4,066 | $422K |
| Semmax Financial Advisors Inc. | 0.14% | Add +46.1% | 4,098 | $422K |
| Financial Advocates Investment Management | 0.02% | Reduce -73.5% | 5,293 | $419K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 4,028 | $418K |
| Flputnam Investment Management Co. | 0.01% | Add +0.3% | 4,016 | $417K |
| Koshinski Asset Management, Inc. | 0.04% | New | 4,005 | $416K |
| Tranquility Partners, LLC | 0.16% | No change | 3,945 | $409K |
| Oliver Lagore Vanvalin Investment Group | 0.12% | Reduce -15.7% | 3,941 | $409K |
| Wrapmanager Inc. | 0.11% | Reduce -14.1% | 3,890 | $404K |
| Hilltop National Bank | 0.14% | — | 3,875 | $402K |
| Rosenberg Matthew Hamilton | 0.12% | Reduce -25.5% | 3,875 | $401K |
| Financial Perspectives, Inc | 0.15% | Add +12.7% | 3,852 | $400K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 3,822 | $397K |
| American Trust | 0.03% | Reduce -34.5% | 3,811 | $396K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -34.9% | 2,658 | $395K |
| Main Street Financial Solutions, LLC | 0.04% | Add +14.8% | 3,797 | $394K |
| Ledyard National Bank | 0.04% | Add +1.9% | 3,757 | $390K |
| Beverly Hills Private Wealth, LLC | 0.09% | Reduce -16.7% | 3,748 | $389K |
| JT Stratford LLC | 0.08% | Add +7.2% | 3,716 | $386K |
| Stephens Inc. | 0.01% | Add +17.6% | 3,679 | $382K |
| Droms Strauss Advisors Inc. /Mo/ | 0.14% | Reduce -0.7% | 3,653 | $379K |
| Urban Financial Advisory Corp | 0.23% | No change | 3,651 | $379K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -11.9% | 3,638 | $378K |
| TrueWealth Advisors, LLC | 0.15% | Reduce -14.2% | 3,636 | $377K |
| Scotia Capital Inc. | 0.00% | Reduce -1.8% | 3,636 | $377K |
| Aspire Capital Advisors LLC | 0.13% | Add +0.6% | 3,612 | $375K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +67.9% | 3,606 | $374K |
| TD Capital Management LLC | 0.04% | Reduce -8.3% | 3,605 | $374K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +2.0% | 3,592 | $373K |
| Citizens Financial Group Inc. | 0.01% | Reduce -2.7% | 3,570 | $371K |
| Weinberger Asset Management, Inc | 0.18% | Reduce -36.6% | 3,550 | $368K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -5.0% | 3,543 | $368K |
| Magnus Financial Group LLC | 0.04% | Add +25.1% | 3,486 | $362K |
| Global Wealth Strategies & Associates | 0.14% | Reduce -9.8% | 3,473 | $360K |
| Northeast Financial Consultants Inc | 0.02% | No change | 3,463 | $359K |
| GeoWealth Management, LLC | 0.01% | Reduce -20.9% | 3,458 | $359K |
| Legacy Edge Advisors, LLC | 0.07% | Add +0.7% | 3,433 | $356K |
| Evanson Asset Management, LLC | 0.03% | Reduce -5.0% | 3,428 | $356K |
| Western Wealth Management, LLC | 0.03% | Reduce -58.0% | 3,411 | $354K |
| Traphagen Investment Advisors LLC | 0.04% | Reduce -1.4% | 3,374 | $350K |
| Moneywise, Inc. | 0.19% | New | 3,369 | $350K |
| Perennial Investment Advisors, LLC | 0.05% | Add +5.2% | 3,324 | $345K |
| Community Financial Services Group, LLC | 0.08% | — | 3,312 | $344K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | Reduce -29.2% | 3,306 | $343K |
| DRW Securities, LLC | 0.02% | New | 3,298 | $342K |
| Bristlecone Advisors, LLC | 0.03% | No change | 3,287 | $341K |
| Heritage Wealth Management, LLC | 0.17% | Reduce -3.5% | 3,278 | $340K |
| Laurel Wealth Advisors LLC | 0.06% | No change | 3,269 | $339K |
| Fisher Asset Management | 0.00% | Reduce -36.1% | 3,254 | $338K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +8.5% | 3,237 | $336K |
| Kelly Financial Services LLC | 0.13% | Reduce -13.9% | 3,222 | $334K |
| Semus Wealth Partners LLC | 0.28% | Reduce -1.7% | 3,190 | $331K |
| FLC Capital Advisors | 0.08% | No change | 3,152 | $327K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -9.9% | 3,199 | $326K |
| Squarepoint Ops LLC | 0.00% | Reduce -88.4% | 3,138 | $326K |
| LGT Financial Advisors LLC | 0.38% | Add +8.5% | 3,111 | $323K |
| Keystone Financial Group | 0.05% | Add +0.8% | 3,099 | $322K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -0.3% | 3,080 | $320K |
| Essex Bank | 0.09% | No change | 3,265 | $316K |
| CGN Advisors LLC | 0.04% | Add +18.4% | 3,044 | $316K |
| Haverford Trust Co | 0.00% | Reduce -48.0% | 3,040 | $316K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | New | 2,993 | $311K |
| Life Line Wealth Management LLC | 0.12% | New | 2,984 | $310K |
| Financial Partners Group, Inc | 0.05% | Reduce -12.9% | 2,960 | $307K |
| TAP Consulting, LLC | 0.07% | Reduce -20.4% | 2,957 | $307K |
| Flagstar Securities, Inc. | 0.08% | Add +5.0% | 2,923 | $303K |
| Rollins Financial Advisors, LLC | 0.06% | Add +1.6% | 2,922 | $303K |
| RPg Family Wealth Advisory, LLC | 0.10% | Reduce -6.7% | 2,920 | $303K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +1.7% | 2,876 | $299K |
| QRG Capital Management, Inc. | 0.00% | New | 2,871 | $298K |
| Lokken Investment Group LLC | 0.15% | New | 2,841 | $295K |
| White Lighthouse Investment Management Inc. | 0.06% | No change | 2,832 | $294K |
| Family Firm, Inc. | 0.07% | No change | 2,811 | $292K |
| Argent Trust Co | 0.01% | Add +8.0% | 2,805 | $291K |
| Continuum Advisory, LLC | 0.04% | Reduce -5.0% | 2,828 | $291K |
| Stephen J. Garry & Associates, LLC | 0.30% | Reduce -0.9% | 2,785 | $289K |
| Madison Wealth Partners, Inc | 0.10% | Add +0.7% | 2,778 | $288K |
| Western Financial Corp | 0.17% | Reduce -21.3% | 2,696 | $280K |
| Fonville Wealth Management LLC | 0.12% | Add +7.2% | 2,680 | $278K |
| Arkadios Wealth Advisors | 0.02% | Add +1.8% | 2,672 | $277K |
| Cortland Associates Inc. | 0.04% | Reduce -10.1% | 2,614 | $271K |
| Legacy Wealth Asset Management, LLC | 0.07% | Reduce -3.3% | 2,587 | $269K |
| Goldstein Advisors, LLC | 0.05% | Reduce -0.5% | 2,566 | $266K |
| Wesbanco Bank Inc. | 0.01% | Add +0.8% | 2,546 | $264K |
| Oakworth Capital, Inc. | 0.02% | Reduce -1.1% | 2,546 | $264K |
| Coppell Advisory Solutions Corp. | 0.05% | — | 2,522 | $262K |
| Clarius Group, LLC | 0.02% | No change | 2,505 | $260K |
| Aveo Capital Partners, LLC | 0.03% | Add +1.7% | 2,557 | $259K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,491 | $259K |
| My Personal CFO, LLC | 0.15% | No change | 2,476 | $257K |
| Synergy Financial Group, LTD | 0.29% | New | 2,473 | $257K |
| Regis Management CO LLC | 0.08% | No change | 2,465 | $256K |
| ERn Financial, LLC | 0.04% | No change | 2,462 | $256K |
| Means Investment Co., Inc. | 0.03% | Reduce -8.5% | 2,457 | $255K |
| Miller Investment Management, LP | 0.03% | Reduce -0.6% | 2,455 | $255K |
| FinTrust Capital Advisors, LLC | 0.05% | Reduce -19.5% | 2,445 | $254K |
| DAVENPORT & Co LLC | 0.00% | Add +1.0% | 2,437 | $253K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -8.5% | 2,403 | $249K |
| Avaii Wealth Management, LLC | 0.15% | Add +12.4% | 2,393 | $248K |
| Lantern Wealth Advisors, LLC | 0.17% | Reduce -18.6% | 2,382 | $247K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -5.0% | 2,380 | $247K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,355 | $244K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -59.8% | 2,352 | $244K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,337 | $242K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 2,307 | $239K |
| New Republic Capital, LLC | 0.15% | Add +1.2% | 2,303 | $239K |
| CRA Financial Services, LLC | 0.05% | No change | 2,266 | $235K |
| Steel Grove Capital Advisors, LLC | 0.03% | Reduce -30.5% | 2,240 | $232K |
| Neumann Capital Management, LLC | 0.08% | Reduce -4.4% | 2,227 | $231K |
| Stage Harbor Financial, LLC | 0.21% | No change | 2,217 | $230K |
| HUB Investment Partners, LLC | 0.01% | New | 2,217 | $230K |
| Taylor & Morgan Wealth Management, LLC | 0.17% | No change | 2,215 | $230K |
| First Financial Corp. | 0.12% | Add +1.9% | 2,201 | $228K |
| Freedom Investment Management, Inc. | 0.02% | New | 2,197 | $228K |
| Strategy Asset Managers LLC | 0.05% | Reduce -5.5% | 2,195 | $228K |
| Freestone Capital Holdings, LLC | 0.01% | New | 2,171 | $225K |
| Delta Investment Management, LLC | 0.05% | New | 2,160 | $224K |
| Provenance Wealth Advisors, LLC | 0.03% | Reduce -98.8% | 2,137 | $222K |
| Summit Financial, LLC | 0.01% | New | 2,127 | $221K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -31.9% | 2,103 | $218K |
| FF Advisors,LLC | 0.15% | No change | 2,100 | $218K |
| Uptick Partners, LLC | 0.17% | Reduce -6.4% | 2,095 | $217K |
| FSA Advisors, Inc. | 0.23% | New | 2,074 | $215K |
| Hoylecohen, LLC | 0.02% | No change | 2,069 | $215K |
| Marino, Stram & Associates LLC | 0.05% | Reduce -4.2% | 2,064 | $214K |
| Goodwin Investment Advisory | 0.10% | No change | 2,060 | $214K |
| SVB Wealth LLC | 0.00% | Reduce -1.3% | 2,059 | $214K |
| West Coast Financial LLC | 0.03% | New | 2,050 | $213K |
| Arcadia Investment Advisors LLC | 0.12% | No change | 2,040 | $212K |
| Veracity Capital LLC | 0.08% | Reduce -2.9% | 2,037 | $211K |
| Pointe Capital Management LLC | 0.13% | New | 2,020 | $210K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 1,967 | $191K |
| Criterion Capital Advisors, LLC | 0.13% | Reduce -0.1% | 1,830 | $190K |
| ICA Group Wealth Management, LLC | 0.04% | Add +1.5% | 1,818 | $189K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.07% | Add +38.4% | 1,744 | $181K |
| Founders Financial Alliance, LLC | 0.05% | Reduce -3.8% | 1,737 | $180K |
| Sage Mountain Advisors LLC | 0.02% | No change | 1,706 | $177K |
| Glass Jacobson Investment Advisors llc | 0.06% | Reduce -4.8% | 1,648 | $171K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,609 | $167K |
| FSC Wealth Advisors, LLC | 0.12% | Add +111.1% | 1,594 | $165K |
| Pineridge Advisors LLC | 0.06% | Reduce -17.3% | 1,551 | $161K |
| Addison Advisors LLC | 0.05% | No change | 1,503 | $156K |
| JFS Wealth Advisors, LLC | 0.01% | Add +28.5% | 1,503 | $156K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +28.8% | 1,484 | $154K |
| Matrix Private Capital Group LLC | 0.10% | No change | 1,460 | $152K |
| Global Financial Private Client, LLC | 0.06% | Add +18.2% | 1,412 | $146K |
| Hoey Investments, Inc. | 0.03% | No change | 1,370 | $142K |
| Webster Bank, N. A. | 0.01% | No change | 1,295 | $134K |
| Balentine LLC | 0.00% | No change | 1,220 | $127K |
| Avior Wealth Management, LLC | 0.01% | Add +135.5% | 1,182 | $123K |
| Logan Capital Management Inc. | 0.00% | Add +2.6% | 1,110 | $115K |
| Bessemer Group Inc. | 0.00% | No change | 1,100 | $114K |
| Tucker Asset Management LLC | 0.03% | Add +54.0% | 1,090 | $113K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -8.6% | 1,079 | $112K |
| Sandy Spring Bank | 0.01% | Add +115.6% | 1,067 | $111K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Reduce -12.3% | 1,060 | $110K |
| Angeles Wealth Management, LLC | 0.01% | No change | 972 | $101K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -25.3% | 926 | $96K |
| Whittier Trust Co. | 0.00% | No change | 900 | $93K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 883 | $92K |
| Ballast Advisors LLC | 0.03% | No change | 781 | $81K |
| Mascoma Wealth Management LLC | 0.02% | No change | 769 | $80K |
| Adirondack Trust Co. | 0.03% | No change | 768 | $80K |
| Fifth Third Bancorp | 0.00% | Reduce -67.5% | 765 | $79K |
| Impact Partnership Wealth, LLC | 0.03% | Reduce -6.1% | 764 | $79K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 711 | $74K |
| Beacon Capital Management, LLC | 0.01% | Add +1355.3% | 684 | $71K |
| Tsfg, LLC | 0.02% | No change | 661 | $69K |
| Atlantic Private Wealth, LLC | 0.06% | No change | 639 | $66K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -80.4% | 619 | $64K |
| Richardson Capital Management LLC | 0.05% | Add +4.0% | 604 | $63K |
| National Bank of Canada | 0.00% | No change | 599 | $62K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 568 | $59K |
| HighMark Wealth Management LLC | 0.03% | No change | 542 | $56K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 530 | $55K |
| Rogco, LP | 0.02% | Add +5.2% | 522 | $54K |
| Highline Wealth Partners LLC | 0.02% | No change | 501 | $52K |
| Coston, McIsaac & Partners | 0.02% | No change | 480 | $49K |
| Optimum Investment Advisors | 0.02% | No change | 447 | $46K |
| Park Place Capital Corp | 0.02% | Reduce -44.3% | 437 | $45K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | No change | 422 | $44K |
| Harbor Investment Advisory, LLC | 0.00% | Add +44.6% | 389 | $40K |
| Janiczek Wealth Management, LLC | 0.01% | New | 382 | $40K |
| Colonial Trust Co / SC | 0.01% | Add +12.7% | 374 | $39K |
| CVA Family Office, LLC | 0.01% | No change | 371 | $39K |
| Element Wealth, LLC | 0.02% | Add +216.2% | 370 | $38K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 345 | $36K |
| Gradient Investments LLC | 0.00% | Reduce -10.2% | 342 | $35K |
| Clearstead Advisors, LLC | 0.00% | Reduce -78.3% | 332 | $34K |
| Institutional & Family Asset Management, LLC | 0.01% | No change | 321 | $33K |
| Anchor Investment Management, LLC | 0.00% | Reduce -14.7% | 301 | $31K |
| Sugarloaf Wealth Management, LLC | 0.01% | New | 297 | $31K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 290 | $30K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 286 | $30K |
| LifeSteps Financial, Inc. | 0.02% | New | 256 | $27K |
| Kessler Investment Group, LLC | 0.02% | New | 250 | $26K |
| Riverview Trust Co | 0.02% | New | 248 | $26K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 260 | $25K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 210 | $22K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 200 | $21K |
| Phillips Financial Management, LLC | 0.00% | Reduce -21.2% | 201 | $21K |
| Private Capital Management LLC | 0.00% | Add +2.8% | 185 | $19K |
| Signaturefd, LLC | 0.00% | Add +102.4% | 170 | $18K |
| WealthCollab, LLC | 0.01% | No change | 164 | $17K |
| Asset Dedication, LLC | 0.00% | No change | 166 | $17K |
| EPG Wealth Management LLC | 0.00% | No change | 162 | $17K |
| Arlington Trust Co LLC | 0.00% | Reduce -16.7% | 145 | $15K |
| Alaska Wealth Advisors, LLC | 0.00% | No change | 145 | $15K |
| Salem Investment Counselors Inc. | 0.00% | No change | 132 | $14K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 125 | $13K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 123 | $13K |
| Arax Advisory Partners | 0.00% | Add +9.9% | 111 | $12K |
| Center for Financial Planning, Inc. | 0.00% | No change | 110 | $11K |
| Family Asset Management, LLC | 0.01% | No change | 100 | $10K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $10K |
| Concord Wealth Partners | 0.00% | Reduce -63.3% | 99 | $10K |
| Hantz Financial Services, Inc. | 0.00% | No change | 100 | $10K |
| CoreFirst Bank & Trust | 0.01% | No change | 89 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 87 | $9K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 84 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 79 | $8K |
| Tanaka Capital Management Inc. | 0.02% | No change | 81 | $8K |
| ESL Trust Services, LLC | 0.00% | New | 77 | $8K |
| SJS Investment Consulting Inc. | 0.00% | New | 73 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 72 | $7K |
| Castleview Partners, LLC | 0.00% | No change | 70 | $7K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 63 | $7K |
| Northwest Capital Management Inc | 0.00% | No change | 63 | $7K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 61 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +757.1% | 60 | $6K |
| Retirement Group, LLC | 0.00% | No change | 58 | $6K |
| Rothschild Investment LLC | 0.00% | No change | 56 | $6K |
| Vima LLC | 0.01% | No change | 56 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 46 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 43 | $4K |
| NewSquare Capital LLC | 0.00% | New | 40 | $4K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +42.3% | 37 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 35 | $4K |
| Crewe Advisors LLC | 0.00% | New | 34 | $4K |
| HM Payson & Co. | 0.00% | New | 34 | $4K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 31 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 30 | $3K |
| Clean Yield Group | 0.00% | New | 28 | $3K |
| Evermay Wealth Management LLC | 0.00% | No change | 27 | $3K |
| Creekmur Asset Management LLC | 0.00% | Add +1700.0% | 18 | $2K |
| NFSG Corp | 0.00% | Add +45.5% | 16 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 11 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -70.6% | 10 | $1K |
| VitalStone Financial, LLC | 0.00% | No change | 6 | $1K |
| Resources Management Corp. /CT/ | 0.00% | No change | 7 | $1K |
| Burkett Financial Services, LLC | 0.00% | No change | 9 | $899 |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 6 | $623 |
| Global Trust Asset Management, LLC | 0.00% | No change | 6 | $623 |
| Russell Investments Group, Ltd. | 0.00% | New | 6 | $623 |
| GAMMA Investing LLC | 0.00% | No change | 4 | $415 |
| Centerpoint Advisors, LLC | 0.00% | No change | 4 | $0 |
"% of holder's portfolio" is EFG's weight in each manager's 13F, not the share of iShares MSCI Eafe Growth ETF the manager owns.