iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q2 2024 (June 30)873holders +22
69new positions
54sold out
2famous investors
$101.80avg. 13F price*
At the end of Q2 2024, 873 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings, up 22 from Q1 2024. 69 opened new positions and 54 sold out. The largest holders were Envestnet Asset Management Inc. ($2.7B), Jones Financial Companies LLLP ($764.7M) and LPL Financial LLC ($675.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $123.7M |
| Exits | 54 | $368.7M |
All 13F filers, Q1 2024 → Q2 2024: 38,034,174 shares bought and 7,365,601 shares sold, net +30,668,573 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 873 holders
| Envestnet Asset Management Inc. | 0.95% | Add +57.4% | 26,597,234 | $2.7B |
| Jones Financial Companies LLLP | 0.88% | Reduce -1.8% | 7,474,900 | $764.7M |
| LPL Financial LLC | 0.34% | Add +49.5% | 6,599,521 | $675.1M |
| JPMorgan Chase & Co. | 0.05% | Add +27.0% | 6,162,801 | $630.5M |
| Axiom Advisory, LLC | 5.53% | Add +6313.9% | 4,967,382 | $507.9M |
| Morgan Stanley | 0.04% | Add +24.4% | 4,686,127 | $479.4M |
| Bank of America Corp. | 0.04% | Add +18.8% | 4,405,541 | $450.7M |
| Envestnet Portfolio Solutions, Inc. | 1.34% | Add +60.9% | 3,742,137 | $382.8M |
| BlackRock Inc. | 0.01% | Add +70.7% | 3,320,246 | $339.7M |
| Cwm, LLC | 1.34% | Add +54.3% | 2,767,095 | $283.1M |
| Park Avenue Securities LLC | 3.33% | Add +56.9% | 2,661,636 | $272.3M |
| MML Investors Services, LLC | 0.74% | Add +44.4% | 1,784,885 | $182.6M |
| US Bancorp \de | 0.25% | Add +7.7% | 1,772,741 | $181.4M |
| Cetera Investment Advisers | 0.36% | Add +46.2% | 1,548,002 | $158.4M |
| Janney Montgomery Scott LLC | 0.47% | Add +58.7% | 1,494,365 | $152.9M |
| OneDigital Investment Advisors LLC | 1.74% | Add +106.1% | 1,357,910 | $138.9M |
| Ameriprise Financial Inc. | 0.04% | Add +28.8% | 1,353,758 | $137.6M |
| Wells Fargo & Company | 0.04% | Reduce -1.9% | 1,324,885 | $135.5M |
| Bank of New York Mellon Corp | 0.02% | Add +46.8% | 1,246,556 | $127.5M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -4.8% | 1,238,460 | $126.7M |
| Facet Wealth, Inc. | 3.89% | Add +13.0% | 1,246,496 | $126.5M |
| FMR LLC | 0.01% | Reduce -1.4% | 1,080,680 | $110.6M |
| UBS Group AG | 0.03% | Add +4.8% | 1,009,886 | $103.3M |
| JB Capital LLC | 5.28% | Add +71.5% | 823,326 | $84.2M |
| Commonwealth Equity Services, LLC | 0.13% | Add +36.8% | 814,977 | $83.4M |
| M&T Bank Corp | 0.28% | Reduce -5.1% | 793,413 | $81.2M |
| United Capital Financial Advisors, LLC | 0.69% | Add +56.6% | 778,471 | $79.6M |
| Focus Partners Wealth | 0.26% | Add +138.0% | 755,426 | $77.3M |
| AE Wealth Management LLC | 0.76% | Add +41.8% | 746,644 | $76.4M |
| Thrivent Financial for Lutherans | 0.14% | Add +25.8% | 691,709 | $70.8M |
| Foundations Investment Advisors, LLC | 1.70% | Add +61.4% | 686,334 | $70.2M |
| NewEdge Advisors, LLC | 0.49% | Add +88.1% | 657,799 | $67.3M |
| Sanctuary Advisors, LLC | 0.48% | — | 663,233 | $66.3M |
| Stifel Financial Corp. | 0.06% | Add +45.7% | 558,048 | $57.1M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +0.3% | 555,809 | $56.9M |
| Beacon Pointe Advisors, LLC | 0.63% | Add +0.3% | 521,035 | $53.3M |
| Austin Private Wealth, LLC | 5.28% | Add +48.8% | 479,593 | $49.1M |
| Kestra Advisory Services, LLC | 0.26% | Add +34.4% | 457,771 | $45.8M |
| Truist Financial Corp. | 0.07% | Add +31.9% | 444,772 | $45.5M |
| Osaic Holdings, Inc. | 0.10% | Add +24.6% | 431,910 | $44.2M |
| Baker Avenue Asset Management, LP | 1.50% | Add +3.7% | 428,867 | $43.9M |
| Quent Capital, LLC | 4.81% | Add +4.6% | 427,306 | $43.7M |
| CFS Investment Advisory Services, LLC | 3.54% | New | 426,248 | $43.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.2% | 418,878 | $42.9M |
| Financial Synergies Wealth Advisors, Inc. | 5.77% | Add +2.2% | 418,352 | $42.8M |
| EP Wealth Advisors, LLC | 0.45% | Add +2164.5% | 411,293 | $42.1M |
| Integrated Wealth Concepts LLC | 0.57% | Add +66.6% | 406,313 | $41.6M |
| Mariner, LLC | 0.08% | Add +9.1% | 390,623 | $40.0M |
| FAS Wealth Partners, Inc. | 3.43% | Add +2.8% | 387,464 | $39.6M |
| Avantax Advisory Services, Inc. | 0.28% | Add +21.8% | 384,722 | $39.4M |
| Atria Wealth Solutions, Inc. | 0.43% | Add +45.8% | 378,934 | $38.8M |
| Kestra Investment Management, LLC | 2.63% | — | 377,751 | $38.6M |
| Raymond James & Associates | 0.02% | Add +4.0% | 358,300 | $36.7M |
| Atria Investments, Inc | 0.46% | Add +60.8% | 347,664 | $35.6M |
| HTLF Bank | 4.03% | Add +0.6% | 345,988 | $35.4M |
| Advocacy Wealth Management, LLC | 2.89% | Add +177.6% | 342,932 | $35.1M |
| Tiaa Trust, National Association | 0.11% | Add +21.6% | 333,884 | $34.2M |
| Cary Street Partners Investment Advisory LLC | 1.28% | Reduce -3.9% | 311,107 | $31.8M |
| Pacific Life Fund Advisors LLC | 3.08% | New | 301,715 | $30.9M |
| Bokf, NA | 0.55% | Add +0.3% | 297,818 | $30.5M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +40.7% | 297,148 | $30.4M |
| Icon Wealth Advisors, LLC | 2.62% | Add +31.6% | 284,746 | $29.4M |
| Corient Private Wealth LP | 0.05% | Reduce -4.1% | 283,187 | $29.0M |
| Octavia Wealth Advisors, LLC | 3.91% | Add +4.0% | 280,649 | $28.7M |
| McKinley Carter Wealth Services, Inc. | 1.81% | Add +1.7% | 278,341 | $28.5M |
| Prudential Financial Inc. | 0.04% | Add +37.4% | 271,715 | $27.8M |
| Cassaday & Co Wealth Management LLC | 0.87% | Reduce -1.7% | 270,442 | $27.7M |
| Bank of Montreal | 0.01% | Add +26.0% | 252,289 | $26.0M |
| Royal Bank of Canada | 0.01% | Reduce -49.1% | 251,655 | $25.7M |
| NBT Bank, N.A. | 1.83% | Reduce -0.6% | 249,704 | $25.5M |
| McMorgan & Co. LLC | 4.02% | Reduce -15.1% | 247,566 | $25.3M |
| B. Riley Wealth Advisors, Inc. | 0.64% | Reduce -17.4% | 244,612 | $25.0M |
| Invst, LLC | 2.73% | Add +95.5% | 242,396 | $24.8M |
| Covenant Partners, LLC | 7.44% | Reduce -7.1% | 239,195 | $24.5M |
| HighTower Advisors, LLC | 0.04% | Add +6.3% | 236,154 | $24.1M |
| Captrust Financial Advisors | 0.08% | Add +14.2% | 232,945 | $23.8M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -6.7% | 232,029 | $23.7M |
| MA Private Wealth | 4.66% | Reduce -0.5% | 230,354 | $23.6M |
| Cardinal Strategic Wealth Guidance | 8.12% | Add +11.6% | 220,152 | $22.5M |
| Country Club Bank | 1.55% | Reduce -13.1% | 217,545 | $22.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +3.6% | 217,262 | $22.2M |
| Sharkey, Howes & Javer | 3.49% | Add +47.7% | 211,354 | $21.6M |
| High Falls Advisors, Inc | 5.19% | Add +54.2% | 209,025 | $21.4M |
| RTD Financial Advisors, Inc. | 2.82% | Reduce -0.6% | 205,107 | $21.0M |
| Stone House Investment Management, LLC | 5.42% | Add +65.1% | 203,776 | $20.8M |
| SteelPeak Wealth, LLC | 0.98% | Add +75.0% | 202,808 | $20.7M |
| Horst & Graben Wealth Management LLC | 3.94% | Add +55.4% | 201,448 | $20.6M |
| CreativeOne Wealth, LLC | 1.03% | Add +15.7% | 198,345 | $20.3M |
| Rwa Wealth Partners, LLC | 0.25% | Add +0.0% | 186,997 | $19.1M |
| Natixis Advisors, LLC | 0.04% | Reduce -15.0% | 183,005 | $18.7M |
| Orion Porfolio Solutions, LLC | 0.20% | Add +52.8% | 181,100 | $18.5M |
| Orion Portfolio Solutions, LLC | 0.20% | Add +52.8% | 181,100 | $18.5M |
| Pathstone Holdings, LLC | 0.08% | Add +464.7% | 181,000 | $18.5M |
| Strategic Blueprint, LLC | 1.25% | Add +41.8% | 180,050 | $18.4M |
| Pettinga Financial Advisors LLC | 4.57% | Add +73.3% | 178,230 | $18.2M |
| Commerce Bank | 0.11% | Reduce -2.2% | 167,902 | $17.2M |
| Shakespeare Wealth Management, LLC | 4.90% | Reduce -16.1% | 165,764 | $17.0M |
| West Wealth Group, LLC | 5.94% | Add +40.1% | 164,112 | $16.8M |
| Merit Financial Group, LLC | 0.36% | Add +49.8% | 159,944 | $16.4M |
| One Wealth Advisors, LLC | 3.49% | Add +46.5% | 162,677 | $16.3M |
| Physician Wealth Advisors, Inc. | 2.95% | Add +60.5% | 151,408 | $16.0M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +0.5% | 156,121 | $16.0M |
| Spectrum Wealth Counsel, LLC | 2.01% | Add +50.3% | 154,856 | $15.8M |
| Consilio Wealth Advisors, LLC | 6.95% | Add +2.5% | 151,432 | $15.5M |
| Farther Finance Advisors, LLC | 0.74% | Add +33.3% | 149,071 | $15.2M |
| Obsidian Cio, LLC | 3.54% | Add +1.0% | 145,650 | $14.9M |
| Greenleaf Trust | 0.14% | Reduce -3.4% | 143,958 | $14.7M |
| Affinity Capital Advisors, LLC | 3.09% | Add +10.9% | 143,723 | $14.7M |
| Baird Financial Group, Inc. | 0.03% | Add +8.4% | 143,215 | $14.7M |
| Keystone Financial Services | 6.06% | Add +61.8% | 143,049 | $14.6M |
| Wakefield Asset Management LLLP | 4.87% | Reduce -3.6% | 136,040 | $13.9M |
| Staley Capital Advisers Inc. | 0.64% | Add +0.0% | 135,849 | $13.9M |
| Keebeck Wealth Management | 2.03% | Add +18.2% | 135,268 | $13.8M |
| Robinswood Financial LLC | 5.51% | Add +0.3% | 133,104 | $13.6M |
| Blair William & Co. | 0.04% | Reduce -4.1% | 131,113 | $13.4M |
| TNF LLC | 4.84% | Add +29.3% | 129,720 | $13.1M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +38.0% | 128,102 | $13.1M |
| Checchi Capital Advisers, LLC | 1.03% | Reduce -10.2% | 127,827 | $13.1M |
| Cypress Wealth Services, LLC | 2.87% | Add +43.2% | 125,796 | $12.9M |
| Dynasty Wealth Management, LLC | 0.38% | Add +197.6% | 125,243 | $12.8M |
| RFG Advisory, LLC | 0.42% | Add +26.1% | 125,023 | $12.8M |
| ONE Advisory Partners, LLC | 5.83% | Add +51.8% | 123,688 | $12.7M |
| Perigon Wealth Management, LLC | 0.37% | Add +73.9% | 123,210 | $12.6M |
| Bedel Financial Consulting, Inc. | 1.82% | Reduce -2.6% | 121,216 | $12.4M |
| Wealth Alliance, LLC | 1.59% | Add +65.5% | 120,221 | $12.3M |
| TSA Wealth Managment LLC | 5.04% | Add +53.0% | 115,483 | $11.8M |
| Cresset Asset Management, LLC | 0.05% | Add +1.2% | 112,851 | $11.5M |
| Waverly Advisors, LLC | 0.23% | Add +126.5% | 112,488 | $11.5M |
| Regimen Wealth, LLC | 3.95% | Add +1.1% | 112,246 | $11.5M |
| Lineweaver Wealth Advisors, LLC | 2.38% | Add +0.6% | 112,140 | $11.5M |
| Stonebrook Private Inc. | 3.25% | Add +20.4% | 110,621 | $11.3M |
| Summit X, LLC | 2.53% | Add +69.6% | 109,878 | $11.3M |
| Koss-Olinger Consulting, LLC | 1.02% | New | 108,166 | $11.1M |
| PAX Financial Group, LLC | 2.15% | Add +57.4% | 107,786 | $11.0M |
| Moneta Group Investment Advisors LLC | 0.18% | Reduce -8.0% | 107,316 | $11.0M |
| Gratus Capital, LLC | 0.44% | Add +4.1% | 105,696 | $10.8M |
| Blue Trust, Inc. | 0.15% | No change | 103,673 | $10.8M |
| Brookstone Capital Management | 0.17% | Add +63.4% | 100,610 | $10.5M |
| Concourse Financial Group Securities, Inc. | 0.64% | Add +52.7% | 100,680 | $10.3M |
| Maia Wealth LLC | 2.98% | — | 94,003 | $9.9M |
| Mill Creek Capital Advisors, LLC | 0.25% | Reduce -20.3% | 95,685 | $9.8M |
| Trek Financial, LLC | 0.77% | Add +56.4% | 94,975 | $9.7M |
| Snowden Capital Advisors LLC | 0.29% | Add +56.7% | 94,357 | $9.7M |
| Financial Life Advisors | 3.89% | Add +2.7% | 93,698 | $9.6M |
| Rothschild Wealth LLC | 3.11% | Add +71.5% | 93,653 | $9.6M |
| IHT Wealth Management, LLC | 0.35% | Add +769.6% | 92,521 | $9.5M |
| Watershed Private Wealth LLC | 3.95% | Add +73.2% | 90,785 | $9.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.28% | Add +11.2% | 90,056 | $9.2M |
| WealthShield Partners, LLC | 1.40% | Add +52.0% | 89,905 | $9.2M |
| Simplicity Wealth,LLC | 0.21% | Reduce -1.5% | 89,565 | $9.2M |
| NorthRock Partners, LLC | 0.34% | Reduce -40.2% | 88,586 | $9.1M |
| Key Financial Inc | 2.17% | Reduce -4.0% | 88,451 | $9.0M |
| First Horizon Advisors, Inc. | 0.27% | Add +64.6% | 86,716 | $8.9M |
| Advisory Services Network, LLC | 0.18% | Add +46.1% | 86,325 | $8.8M |
| Apeiron RIA LLC | 2.65% | Add +26.5% | 84,416 | $8.6M |
| Cranbrook Wealth Management, LLC | 2.12% | Reduce -3.6% | 84,134 | $8.6M |
| Franklin Resources Inc. | 0.00% | Reduce -3.1% | 83,619 | $8.6M |
| Marks Group Wealth Management, Inc | 0.90% | Add +62.7% | 83,245 | $8.5M |
| Johnson Investment Counsel Inc. | 0.09% | Add +8.0% | 81,722 | $8.4M |
| Clear Creek Financial Management, LLC | 0.99% | Add +17.3% | 80,194 | $8.2M |
| Bay Harbor Wealth Management, LLC | 2.84% | Add +65.1% | 79,722 | $8.2M |
| Prosperity Consulting Group, LLC | 1.09% | Reduce -0.9% | 78,878 | $8.1M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +5.3% | 78,553 | $8.0M |
| Pinnacle Financial Partners Inc | 0.17% | Add +9.4% | 78,332 | $8.0M |
| Alera Investment Advisors, LLC | 0.95% | Reduce -62.9% | 77,600 | $7.9M |
| ORG Partners LLC | 0.99% | New | 77,547 | $7.9M |
| Swmg, LLC | 3.48% | Add +62.4% | 76,457 | $7.8M |
| Lodestar Private Asset Management LLC | 1.08% | Add +11.7% | 76,397 | $7.8M |
| Johnson Financial Group, Inc. | 0.38% | Reduce -6.2% | 75,687 | $7.7M |
| Focus Financial Network, Inc. | 0.33% | Add +36.0% | 74,124 | $7.7M |
| Regal Investment Advisors LLC | 0.50% | Add +51.9% | 73,568 | $7.5M |
| WCG Wealth Advisors LLC | 0.55% | Add +91.2% | 72,332 | $7.4M |
| Cobblestone Asset Management LLC | 4.77% | Add +53.5% | 71,930 | $7.4M |
| Citigroup Inc. | 0.01% | Add +9.0% | 71,794 | $7.3M |
| KM Capital Management Ltd. | 3.79% | Add +2.1% | 71,607 | $7.3M |
| Cedar Point Capital Partners, LLC | 5.48% | Add +0.3% | 71,564 | $7.3M |
| Forte Asset Management LLC | 4.29% | Add +35.3% | 71,096 | $7.3M |
| Creative Planning | 0.01% | Add +0.8% | 71,001 | $7.3M |
| Eq LLC | 4.32% | Add +5.9% | 70,511 | $7.2M |
| BOK Financial Private Wealth, Inc. | 0.52% | Reduce -8.1% | 70,490 | $7.2M |
| Northern Trust Corp. | 0.00% | Add +1.4% | 70,270 | $7.2M |
| Nisa Investment Advisors, LLC | 0.04% | New | 69,900 | $7.2M |
| Choreo, LLC | 0.12% | Add +0.2% | 69,306 | $7.1M |
| 1900 Wealth Management LLC | 0.66% | Reduce -23.2% | 68,912 | $7.0M |
| Kingdom Financial Group LLC. | 4.73% | Add +20.9% | 68,356 | $7.0M |
| Equitable Holdings, Inc. | 0.07% | Add +7.4% | 68,295 | $7.0M |
| Certus Wealth Management, LLC | 5.29% | Add +23.0% | 68,127 | $7.0M |
| Van Hulzen Asset Management, LLC | 0.46% | Reduce -0.4% | 67,618 | $6.9M |
| Tanglewood Wealth Management, Inc. | 0.85% | Reduce -21.7% | 67,227 | $6.9M |
| Townsquare Capital LLC | 0.09% | Add +29.0% | 67,166 | $6.9M |
| KMG Fiduciary Partners, LLC | 0.66% | Reduce -9.0% | 66,023 | $6.8M |
| Comerica Bank | 0.03% | Add +11.2% | 65,071 | $6.7M |
| Elevation Point Wealth Partners, LLC | 0.53% | Add +32.1% | 64,975 | $6.6M |
| SigFig Wealth Management, LLC | 0.25% | Add +63.7% | 64,692 | $6.6M |
| Private Advisor Group, LLC | 0.04% | Add +17.3% | 64,174 | $6.6M |
| Mma Asset Management LLC | 2.97% | Add +2.6% | 62,030 | $6.3M |
| IFP Advisors, Inc | 0.25% | Add +24.1% | 61,379 | $6.3M |
| Nicholas Hoffman & Company, LLC. | 0.29% | Add +0.5% | 60,545 | $6.2M |
| One Wealth Management Investment & Advisory Services, LLC | 2.46% | Add +32.7% | 60,215 | $6.2M |
| Stratos Wealth Advisors, LLC | 0.30% | Add +37.8% | 59,903 | $6.1M |
| Jasper Ridge Partners, L.P. | 0.20% | No change | 59,403 | $6.1M |
| My Legacy Advisors, LLC | 1.92% | Add +57.0% | 58,848 | $6.0M |
| Lwmg, LLC | 1.25% | Add +12.8% | 58,022 | $5.9M |
| CENTRAL TRUST Co | 0.15% | Reduce -11.5% | 57,911 | $5.9M |
| True Vision MN LLC | 3.84% | Add +55.2% | 57,749 | $5.9M |
| Ashton Thomas Securities, LLC | 1.42% | — | 56,778 | $5.9M |
| Mayflower Financial Advisors, LLC | 0.96% | Add +59.6% | 57,248 | $5.9M |
| Glenmede Trust Co. NA | 0.03% | Add +1.5% | 57,043 | $5.8M |
| Obsidian Personal Planning Solutions LLC | 3.53% | Add +7.6% | 56,603 | $5.8M |
| Kathmere Capital Management, LLC | 0.61% | Reduce -1.9% | 56,040 | $5.7M |
| Hoxton Planning & Management, LLC | 2.58% | Add +31.9% | 54,306 | $5.6M |
| Brighton Jones LLC | 0.18% | Add +0.7% | 53,847 | $5.5M |
| Assetmark, Inc. | 0.02% | Add +153.1% | 53,089 | $5.4M |
| Client 1ST Advisory Group, LLC | 2.32% | Reduce -4.2% | 52,709 | $5.4M |
| Lane & Associates LLC | 3.15% | Add +11.8% | 52,256 | $5.3M |
| Courier Capital LLC | 0.42% | Add +18.3% | 51,607 | $5.3M |
| Madrona Financial Services, LLC | 1.62% | Add +7.2% | 51,597 | $5.3M |
| Spectrum Planning & Advisory Services Inc. | 5.09% | — | 51,478 | $5.3M |
| Shared Vision Wealth Group LLC | 3.06% | Add +38.7% | 51,435 | $5.3M |
| Hyman Charles D | 0.29% | Reduce -0.2% | 67,088 | $5.3M |
| Aptus Capital Advisors, LLC | 0.10% | Reduce -29.5% | 51,047 | $5.2M |
| Robertson Stephens Wealth Management, LLC | 0.27% | Add +15.4% | 50,951 | $5.2M |
| Stock Yards Bank & Trust Co. | 0.17% | Add +6.8% | 50,812 | $5.2M |
| Flow Traders U.S. LLC | 0.25% | Add +1.2% | 50,301 | $5.1M |
| Apollon Wealth Management, LLC | 0.16% | Add +149.4% | 50,088 | $5.1M |
| Gen-Wealth Partners Inc | 2.47% | Add +37.2% | 50,023 | $5.1M |
| Morningstar Investment Services LLC | 0.06% | Add +98.5% | 49,723 | $5.1M |
| Valmark Advisers, Inc. | 0.09% | Add +15.7% | 49,737 | $5.1M |
| Commonwealth Financial Services, LLC | 1.03% | Add +71.3% | 48,523 | $5.0M |
| Wealthquest Corp | 0.54% | Add +6.1% | 49,151 | $5.0M |
| Firethorn Wealth Partners, LLC | 2.83% | Add +36.3% | 48,962 | $5.0M |
| MorganRosel Wealth Management, LLC | 1.74% | Add +1.4% | 48,125 | $4.9M |
| Edge Capital Group, LLC | 0.24% | Add +1.0% | 47,960 | $4.9M |
| Waller Financial Planning Group, Inc. | 1.30% | Reduce -2.6% | 47,396 | $4.8M |
| Tradition Wealth Management, LLC | 0.47% | Add +65.8% | 47,148 | $4.8M |
| Forthright Family Wealth Advisory LLC | 3.10% | Add +7.8% | 46,993 | $4.8M |
| Callan Family Office, LLC | 0.92% | Reduce -0.7% | 46,946 | $4.8M |
| Liberty Wealth Management LLC | 0.88% | Add +482.5% | 209,403 | $4.8M |
| Journey Strategic Wealth LLC | 0.20% | Add +20.4% | 46,479 | $4.8M |
| Buckingham Strategic Wealth, LLC | 0.05% | Reduce -0.5% | 46,190 | $4.7M |
| Pinnacle Wealth Planning Services, Inc. | 0.68% | Add +3.2% | 46,186 | $4.7M |
| Revolve Wealth Partners, LLC | 0.77% | Reduce -2.1% | 45,483 | $4.7M |
| Condor Capital Management | 0.44% | Reduce -2.5% | 45,174 | $4.6M |
| Ameritas Advisory Services, LLC | 0.17% | Reduce -7.3% | 44,918 | $4.6M |
| Greenwood Capital Associates LLC | 0.60% | Reduce -4.4% | 44,659 | $4.6M |
| Diversify Advisory Services, LLC | 0.25% | Add +42.6% | 43,664 | $4.5M |
| Security Financial Services, INC. | 0.98% | Add +69.2% | 44,018 | $4.5M |
| Rehmann Capital Advisory Group | 0.32% | Reduce -9.8% | 43,257 | $4.4M |
| Cahill Financial Advisors Inc. | 0.60% | Reduce -61.1% | 42,971 | $4.4M |
| Legacy Financial Group LLC | 0.85% | Add +4.4% | 42,446 | $4.3M |
| White Pine Investment CO | 1.27% | New | 42,240 | $4.3M |
| Dorsey & Whitney Trust CO LLC | 0.30% | No change | 42,199 | $4.3M |
| SOA Wealth Advisors, LLC. | 0.86% | Reduce -0.4% | 42,028 | $4.3M |
| Mosley Wealth Management | 3.64% | Add +40.1% | 41,781 | $4.3M |
| Harbor Group, Inc. | 1.09% | Reduce -0.6% | 41,710 | $4.3M |
| W Advisors, LLC | 2.79% | Add +4.4% | 41,519 | $4.2M |
| HSBC Holdings PLC | 0.00% | Add +93.8% | 41,372 | $4.2M |
| AdvisorNet Financial, Inc | 0.38% | Add +52.1% | 41,203 | $4.2M |
| JNBA Financial Advisors | 0.44% | Reduce -1.7% | 41,018 | $4.2M |
| Norris Perne & French LLP | 0.30% | Add +1.4% | 40,435 | $4.1M |
| Sterling Financial Planning, Inc. | 1.68% | Add +4.9% | 40,359 | $4.1M |
| Empire Life Investments Inc. | 0.26% | Add +43.3% | 40,036 | $4.1M |
| Ancora Advisors LLC | 0.10% | Add +78.1% | 39,866 | $4.1M |
| First Pacific Financial | 1.03% | Reduce -5.0% | 39,191 | $4.0M |
| Omega Financial Group, LLC | 1.62% | Reduce -4.1% | 39,079 | $4.0M |
| Mutual Advisors, LLC | 0.12% | Add +16.0% | 39,294 | $4.0M |
| Harbour Investments, Inc. | 0.13% | Add +28.0% | 37,240 | $3.8M |
| Capital Analysts, LLC | 0.17% | Add +158.2% | 37,007 | $3.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +205.5% | 36,655 | $3.8M |
| Advus Financial Partners, LLC | 1.13% | Reduce -0.3% | 36,146 | $3.7M |
| Lantz Financial LLC | 1.15% | Add +46.6% | 36,116 | $3.7M |
| Parkside Financial Bank & Trust | 0.57% | Add +0.1% | 35,344 | $3.6M |
| Savant Capital, LLC | 0.04% | Reduce -6.5% | 35,103 | $3.6M |
| ShoreHaven Wealth Partners, LLC | 1.88% | Reduce -6.3% | 34,924 | $3.6M |
| Kickstand Ventures, Llc. | 0.97% | Reduce -54.0% | 34,790 | $3.6M |
| Braun-Bostich & Associates Inc. | 2.62% | Add +324.8% | 34,457 | $3.5M |
| Bison Wealth, LLC | 0.57% | No change | 33,785 | $3.5M |
| Quotient Wealth Partners, LLC | 0.12% | Reduce -15.4% | 34,274 | $3.5M |
| Embree Financial Group | 0.67% | Add +8.8% | 33,975 | $3.5M |
| Avestar Capital, LLC | 0.38% | Reduce -4.9% | 33,954 | $3.5M |
| Ehrlich Financial Group | 2.73% | Add +47.1% | 33,815 | $3.5M |
| Patton Albertson Miller Group, LLC | 0.49% | Reduce -6.1% | 33,417 | $3.4M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Add +106.6% | 33,326 | $3.4M |
| Verus Capital Partners, LLC | 0.35% | Add +36.0% | 33,087 | $3.4M |
| Savvy Advisors, Inc. | 1.10% | Add +69.7% | 33,042 | $3.4M |
| Affiance Financial, LLC | 0.87% | Reduce -4.7% | 32,599 | $3.3M |
| Claro Advisors Inc. | 0.52% | Add +174.4% | 32,338 | $3.3M |
| Avidian Wealth Enterprises, LLC | 0.16% | Add +30.5% | 32,299 | $3.3M |
| Lansing Street Advisors | 1.37% | Reduce -1.4% | 32,087 | $3.3M |
| Breakwater Capital Group | 0.74% | Add +2.6% | 31,997 | $3.3M |
| Global Retirement Partners, LLC | 0.10% | Add +41.8% | 31,810 | $3.3M |
| Cary Street Partners Asset Management LLC | 0.47% | Reduce -48.5% | 31,276 | $3.2M |
| American Financial & Tax Strategies Inc. | 1.68% | No change | 31,244 | $3.2M |
| Quadrant Private Wealth Management, LLC | 0.73% | Add +110.5% | 30,973 | $3.2M |
| Dominguez Wealth Management Solutions, Inc. | 2.37% | Add +8.0% | 30,797 | $3.2M |
| Geneos Wealth Management Inc. | 0.14% | Add +3.2% | 30,453 | $3.1M |
| Disciplined Investments, LLC | 1.65% | Add +2.0% | 30,345 | $3.1M |
| Financial Advocates Investment Management | 0.19% | Add +220.4% | 16,959 | $3.1M |
| Arete Wealth Advisors, LLC | 0.25% | Add +47.8% | 30,065 | $3.1M |
| Maripau Wealth Management LLC | 2.10% | Add +33.2% | 29,991 | $3.1M |
| Csenge Advisory Group | 0.17% | Reduce -0.9% | 29,582 | $3.0M |
| Transcend Capital Advisors, LLC | 0.22% | Add +26.1% | 29,200 | $3.0M |
| Hofer & Associates. Inc | 2.30% | Add +1.5% | 29,029 | $3.0M |
| Patten Group, Inc. | 0.70% | Add +5.0% | 29,015 | $3.0M |
| Beam Wealth Advisors, Inc. | 0.97% | Add +77.6% | 28,531 | $2.9M |
| Kowal Investment Group, LLC | 0.58% | Reduce -12.0% | 28,387 | $2.9M |
| Theory Financial LLC | 1.37% | Add +168.7% | 28,232 | $2.9M |
| IFG Advisory, LLC | 0.19% | Add +50.7% | 28,178 | $2.9M |
| Vance Wealth, LLC | 1.18% | Reduce -16.3% | 28,091 | $2.9M |
| BlackDiamond Wealth Management, LLC | 1.87% | Add +3.0% | 28,505 | $2.8M |
| Lanark Financial, Inc. | 0.26% | Add +14.2% | 27,709 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.13% | Reduce -0.4% | 27,532 | $2.8M |
| Foundation Wealth Management, LLC | 2.20% | Reduce -0.1% | 27,474 | $2.8M |
| Scissortail Wealth Management, LLC | 0.71% | Add +1.1% | 27,304 | $2.8M |
| Angeles Investment Advisors, LLC | 0.14% | Add +320.0% | 27,300 | $2.8M |
| Twin Peaks Wealth Advisors, LLC | 1.39% | Add +78.3% | 27,299 | $2.8M |
| Navellier & Associates Inc. | 0.32% | No change | 26,633 | $2.7M |
| Gateway Wealth Partners, LLC | 0.82% | Add +64.5% | 26,435 | $2.7M |
| FFG Retirement Advisors LLC | 1.88% | Add +3.4% | 26,380 | $2.7M |
| Cerro Pacific Wealth Advisors LLC | 1.03% | — | 26,371 | $2.7M |
| WealthPLAN Partners, LLC | 0.29% | Add +41.3% | 26,348 | $2.7M |
| One Capital Management, LLC | 0.09% | Reduce -7.3% | 26,275 | $2.7M |
| Sowell Financial Services LLC | 0.13% | Add +4.6% | 25,792 | $2.6M |
| PFG Advisors | 0.18% | Add +3.1% | 25,389 | $2.6M |
| Dohj, LLC | 0.64% | Add +35.4% | 24,907 | $2.5M |
| Berger Financial Group, Inc | 0.20% | Add +6.7% | 24,852 | $2.5M |
| First American Trust, FSB | 0.25% | Add +74.3% | 24,440 | $2.5M |
| Concorde Asset Management, LLC | 1.53% | Add +41.6% | 24,287 | $2.5M |
| Ascent Group, LLC | 0.20% | Add +16.3% | 24,230 | $2.5M |
| Carnegie Investment Counsel | 0.08% | Reduce -2.0% | 24,213 | $2.5M |
| RCS Financial Planning, LLC | 1.45% | Add +26.2% | 24,031 | $2.5M |
| Market Street Wealth Management Advisors LLC | 0.42% | Reduce -6.2% | 23,994 | $2.5M |
| Ifrah Financial Services, Inc. | 0.69% | Reduce -0.1% | 23,893 | $2.4M |
| Principal Securities, Inc. | 0.07% | Add +39.1% | 23,806 | $2.4M |
| Bush Investment Group, LLC | 2.07% | Add +63.4% | 23,620 | $2.4M |
| Cyndeo Wealth Partners, LLC | 0.19% | Add +105.1% | 23,500 | $2.4M |
| First Commonwealth Financial Corp | 0.61% | Reduce -6.2% | 23,214 | $2.4M |
| Flagship Harbor Advisors, LLC | 0.14% | New | 23,002 | $2.4M |
| Napatree Capital LLC | 1.90% | Add +6.2% | 22,866 | $2.3M |
| Venturi Wealth Management, LLC | 0.14% | Add +52.7% | 22,855 | $2.3M |
| Maxwell Wealth Strategies Inc. | 1.14% | Add +5.0% | 22,838 | $2.3M |
| First Foundation Advisors | 0.09% | Add +81.0% | 22,140 | $2.3M |
| Copperleaf Capital, LLC | 1.79% | Add +0.1% | 21,932 | $2.2M |
| Meeder Advisory Services, Inc. | 0.16% | Add +125.5% | 21,769 | $2.2M |
| Mechanics Bank Trust Department | 0.32% | Add +26.3% | 21,733 | $2.2M |
| &partners | 0.10% | Add +426.4% | 21,419 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +5.0% | 20,917 | $2.1M |
| D.A. Davidson & Co. | 0.02% | Reduce -4.7% | 20,769 | $2.1M |
| Visionary Wealth Advisors | 0.14% | Add +6.7% | 20,726 | $2.1M |
| Redwood Investment Management, LLC | 0.18% | Add +39.3% | 20,707 | $2.1M |
| Strata Wealth Advisors, LLC | 0.73% | Reduce -10.4% | 20,645 | $2.1M |
| Vertex Planning Partners, LLC | 0.55% | Add +61.7% | 20,589 | $2.1M |
| Commonwealth Retirement Investments LLC | 0.95% | Add +63.1% | 20,350 | $2.1M |
| Spire Wealth Management | 0.07% | Reduce -55.4% | 20,080 | $2.1M |
| Trustmark Bank Trust Department | 0.16% | Add +11.0% | 20,052 | $2.1M |
| Interchange Capital Partners, LLC | 0.75% | Add +55.3% | 20,014 | $2.0M |
| Wealthgarden F.S. LLC | 2.12% | — | 19,643 | $2.0M |
| Creative Financial Designs Inc. | 0.18% | Reduce -87.4% | 19,634 | $2.0M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +61.0% | 19,527 | $2.0M |
| Mather Group, Llc. | 0.02% | Add +9.9% | 19,195 | $2.0M |
| Cannon Financial Strategists, Inc. | 0.38% | No change | 19,407 | $2.0M |
| Wambolt & Associates, LLC | 0.57% | Reduce -3.3% | 19,303 | $2.0M |
| Clayton Financial Group LLC | 0.85% | Add +19.6% | 18,987 | $2.0M |
| Beacon Bridge Wealth Partners, LLC | 0.90% | Reduce -15.6% | 19,102 | $2.0M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +33.3% | 18,977 | $1.9M |
| Cerity Partners LLC | 0.01% | Reduce -2.3% | 18,806 | $1.9M |
| Silver Oak Securities, Incorporated | 0.29% | Add +0.3% | 18,718 | $1.9M |
| Fullcircle Wealth LLC | 0.90% | — | 18,217 | $1.8M |
| Turtle Creek Wealth Advisors, LLC | 0.43% | Add +0.0% | 18,021 | $1.8M |
| Fiduciary Trust Co | 0.03% | Reduce -1.0% | 18,008 | $1.8M |
| Paladin Advisory Group, LLC | 1.41% | Reduce -3.0% | 17,687 | $1.8M |
| Sovereign Financial Group, Inc. | 0.45% | Add +101.7% | 17,636 | $1.8M |
| TRUE Private Wealth Advisors | 0.20% | Add +42.9% | 17,502 | $1.8M |
| ARK & TLK Investments, LLC | 0.67% | Reduce -0.7% | 17,439 | $1.8M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.46% | No change | 17,200 | $1.8M |
| Sutton Place Investors LLC | 1.16% | Add +60.0% | 17,046 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +55.7% | 16,918 | $1.7M |
| Paces Ferry Wealth Advisors, LLC | 1.04% | Add +0.0% | 16,824 | $1.7M |
| AMG National Trust Bank | 0.05% | Add +39.0% | 16,706 | $1.7M |
| Mgo One Seven LLC | 0.08% | Add +9.3% | 16,633 | $1.7M |
| FWG Investments, LLC. | 1.71% | Add +16.9% | 16,553 | $1.7M |
| Old Mission Capital LLC | 0.04% | Reduce -88.8% | 16,411 | $1.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.25% | Add +94.0% | 16,304 | $1.7M |
| LVW Advisors, LLC | 0.24% | Add +5.3% | 16,141 | $1.7M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -44.5% | 16,085 | $1.6M |
| BCU Wealth Advisors, LLC | 1.18% | Add +76.1% | 15,644 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +4.1% | 15,567 | $1.6M |
| Total Wealth Planning, LLC | 0.26% | Add +0.8% | 15,007 | $1.6M |
| Sagace Wealth Management LLC | 1.56% | — | 15,353 | $1.6M |
| WR Wealth Planners, LLC | 0.48% | Reduce -1.1% | 15,500 | $1.6M |
| Strategic Financial Concepts, LLC | 0.92% | Add +1941.9% | 478,264 | $1.6M |
| Penobscot Investment Management Company, Inc. | 0.15% | Add +104.2% | 15,195 | $1.6M |
| Valley National Advisers Inc. | 0.23% | Add +14.5% | 14,904 | $1.5M |
| Hutchens & Kramer Investment Management Group, LLC | 0.84% | Add +35.9% | 14,906 | $1.5M |
| World Investment Advisors | 0.09% | New | 14,868 | $1.5M |
| OMNI 360 Wealth, Inc. | 1.15% | Add +28.5% | 14,858 | $1.5M |
| Merkkuri Wealth Advisors LLC | 1.39% | — | 14,741 | $1.5M |
| Seneca Financial Advisors LLC | 0.78% | Add +0.6% | 14,680 | $1.5M |
| TCWP LLC | 3.66% | Add +9.0% | 14,598 | $1.5M |
| Raleigh Capital Management Inc. | 0.61% | Add +55.2% | 14,113 | $1.4M |
| Advisors Capital Management, LLC | 0.03% | Reduce -2.2% | 14,030 | $1.4M |
| Financial Counselors Inc. | 0.02% | Reduce -0.6% | 13,919 | $1.4M |
| Keystone Wealth Services, LLC | 0.44% | Add +10.1% | 13,810 | $1.4M |
| Keel Point, LLC | 0.13% | Reduce -4.5% | 13,861 | $1.4M |
| Ironwood Investment Counsel, LLC | 0.25% | Reduce -1.6% | 13,677 | $1.4M |
| Diversified, LLC | 0.16% | Add +3.1% | 13,646 | $1.4M |
| Provident Wealth Management, LLC | 0.51% | Reduce -5.8% | 13,609 | $1.4M |
| Hardy Reed LLC | 0.14% | No change | 13,470 | $1.4M |
| Citizens Financial Group Inc. | 0.03% | Add +264.3% | 13,007 | $1.3M |
| SOL Capital Management CO | 0.16% | Add +2.0% | 12,990 | $1.3M |
| Modern Wealth Management, LLC | 0.10% | Add +217.0% | 12,888 | $1.3M |
| LifePlan Investment Advisors, Inc. | 0.94% | Add +40.3% | 12,730 | $1.3M |
| Larson Financial Group LLC | 0.09% | Add +0.1% | 12,483 | $1.3M |
| Fragasso Financial Advisors Inc | 0.11% | Reduce -42.5% | 12,471 | $1.3M |
| Strategic Equity Management | 0.82% | Add +159.7% | 12,365 | $1.3M |
| Centaurus Financial, Inc. | 0.08% | Reduce -0.9% | 12,257 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +50.1% | 12,224 | $1.3M |
| Milestone Investment Advisors LLC | 0.33% | Add +4.0% | 12,170 | $1.2M |
| Aspire Wealth Management Corp | 0.70% | Add +68.1% | 12,016 | $1.2M |
| Clearview Wealth Advisors LLC | 1.07% | Reduce -28.8% | 11,940 | $1.2M |
| Valeo Financial Advisors, LLC | 0.04% | Add +0.3% | 11,918 | $1.2M |
| SCS Capital Management LLC | 0.03% | Add +11.1% | 11,815 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | Add +81.7% | 11,815 | $1.2M |
| Aspire Private Capital, LLC | 0.31% | Add +57.7% | 11,776 | $1.2M |
| Conning Inc. | 0.04% | No change | 11,731 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +260.5% | 11,670 | $1.2M |
| Wells Financial Advisors INC | 0.78% | New | 11,600 | $1.2M |
| Cardiff Park Advisors, LLC | 0.11% | Add +18.5% | 11,460 | $1.2M |
| Allegheny Financial Group | 0.34% | Add +38.6% | 11,412 | $1.2M |
| Mendel Capital Management LLC | 0.75% | Add +1.3% | 11,381 | $1.2M |
| First Heartland Consultants, Inc. | 0.12% | Add +164.0% | 11,351 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | No change | 11,286 | $1.2M |
| Raymond James Trust N.A. | 0.03% | Add +4.3% | 11,197 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -20.6% | 11,107 | $1.1M |
| Arcadia Wealth Management, LLC | 0.65% | Add +2.2% | 11,106 | $1.1M |
| Compound Planning, Inc. | 0.08% | Reduce -6.4% | 11,094 | $1.1M |
| BTC Capital Management, Inc. | 0.10% | No change | 11,025 | $1.1M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -8.3% | 11,010 | $1.1M |
| Private Trust Co. NA | 0.12% | Add +13.5% | 10,901 | $1.1M |
| TD Private Client Wealth LLC | 0.04% | Reduce -28.2% | 10,900 | $1.1M |
| Institute for Wealth Management, LLC. | 0.15% | Reduce -1.4% | 10,845 | $1.1M |
| Verdence Capital Advisors LLC | 0.10% | Reduce -0.2% | 10,823 | $1.1M |
| Peninsula Wealth, LLC | 0.20% | New | 10,272 | $1.1M |
| Arkadios Wealth Advisors | 0.07% | Add +296.8% | 10,603 | $1.1M |
| WASHINGTON TRUST Co | 0.04% | No change | 10,594 | $1.1M |
| BIP Wealth, LLC | 0.09% | Reduce -10.2% | 10,550 | $1.1M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +132.7% | 10,521 | $1.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.25% | Add +3.8% | 10,480 | $1.1M |
| Fiducient Advisors LLC | 0.15% | New | 10,460 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +3.0% | 10,383 | $1.1M |
| Absolute Capital Management, LLC | 0.63% | Add +70.4% | 10,244 | $1.0M |
| Dentgroup LLC | 0.84% | Add +71.3% | 10,155 | $1.0M |
| GHP Investment Advisors, Inc. | 0.05% | Reduce -8.1% | 10,153 | $1.0M |
| Keybank National Association | 0.00% | Add +84.6% | 10,131 | $1.0M |
| Beacon Financial Advisory LLC | 0.38% | Add +61.5% | 10,021 | $1.0M |
| VestGen Investment Management | 0.30% | Add +70.6% | 10,003 | $1.0M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -1.1% | 9,922 | $1.0M |
| 1834 Investment Advisors Co. | 0.12% | No change | 9,865 | $1.0M |
| Canopy Partners, LLC | 0.47% | Add +0.5% | 9,851 | $1.0M |
| Catalina Capital Group, LLC | 0.38% | Add +31.5% | 9,848 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +77.3% | 9,738 | $1.0M |
| Cook Wealth, LLC | 0.54% | Reduce -6.3% | 10,016 | $1.0M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -1.4% | 9,767 | $999K |
| Tempus Wealth Planning, LLC | 0.41% | Reduce -7.0% | 9,712 | $993K |
| Oppenheimer & Co. Inc. | 0.02% | Add +3.5% | 9,705 | $993K |
| Emergent Wealth Advisors, LLC | 0.80% | Add +9.8% | 9,672 | $989K |
| American State Bank (Iowa) | 0.63% | Add +8.2% | 9,667 | $989K |
| Ieq Capital, LLC | 0.01% | Add +15.2% | 9,293 | $951K |
| Coldstream Capital Management Inc. | 0.02% | Add +60.5% | 9,200 | $941K |
| Two West Capital Advisors LLC | 0.89% | — | 9,143 | $935K |
| Kingsview Wealth Management, LLC | 0.02% | Add +6.8% | 9,048 | $926K |
| Cibc World Market Inc. | 0.00% | Add +26.1% | 9,028 | $924K |
| Calydon Capital | 0.16% | Add +0.9% | 8,867 | $907K |
| James J. Burns & Company, LLC | 0.18% | Add +107.7% | 8,801 | $900K |
| Optivise Advisory Services LLC | 0.48% | — | 8,770 | $897K |
| Ritter Daniher Financial Advisory LLC / DE | 0.28% | Reduce -0.1% | 8,723 | $892K |
| Cypress Capital Group | 0.11% | No change | 8,715 | $892K |
| Horan Securities, Inc. | 0.38% | Add +5.2% | 8,681 | $888K |
| Cooper Financial Group | 0.13% | Add +6.4% | 8,608 | $881K |
| Quadcap Wealth Management, LLC | 0.16% | Reduce -0.8% | 8,602 | $880K |
| Stone Summit Wealth LLC | 0.31% | Add +15.9% | 8,523 | $872K |
| Collective Family Office LLC | 0.26% | No change | 8,505 | $870K |
| Addison Capital Co | 0.38% | Add +62.8% | 8,459 | $865K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.1% | 8,445 | $864K |
| Armstrong, Fleming & Moore, Inc | 0.55% | No change | 8,371 | $856K |
| Luts & Greenleigh Group, Inc. | 0.89% | — | 8,337 | $853K |
| DGS Capital Management, LLC | 0.24% | Add +12.2% | 8,321 | $851K |
| Lifeworks Advisors, LLC | 0.24% | Add +27.4% | 8,292 | $848K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +9.0% | 8,165 | $835K |
| Evensky & Katz LLC | 0.06% | Reduce -0.3% | 8,162 | $835K |
| Lloyd Advisory Services, LLC. | 0.39% | New | 8,129 | $832K |
| Mycio Wealth Partners, LLC | 0.21% | Add +0.9% | 8,101 | $829K |
| Peterson Financial Group, Inc. | 5.03% | Add +13.9% | 8,060 | $825K |
| First Citizens Financial Corp | 0.49% | Add +19.2% | 8,050 | $824K |
| Palisade Asset Management, LLC | 0.09% | No change | 8,032 | $822K |
| Girard Partners LTD. | 0.08% | Reduce -4.3% | 8,009 | $819K |
| Macroview Investment Management LLC | 0.87% | Reduce -11.0% | 8,003 | $819K |
| Pillar Wealth Advisors, LLC | 0.98% | Reduce -35.0% | 7,947 | $813K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.1% | 7,941 | $806K |
| Independent Financial Group, LLC | 0.03% | Add +0.4% | 7,873 | $805K |
| Semmax Financial Advisors Inc. | 0.24% | Add +92.9% | 7,905 | $805K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.4% | 7,855 | $804K |
| Alterna Wealth Management, Inc. | 0.70% | Add +55.2% | 7,840 | $802K |
| Legacy Edge Advisors, LLC | 0.15% | Add +127.8% | 7,821 | $800K |
| Synovus Financial Corp. | 0.01% | Reduce -11.0% | 7,747 | $793K |
| LMCG Investments, LLC | 0.05% | Add +14.7% | 7,713 | $789K |
| Resurgent Financial Advisors LLC | 0.49% | Add +49.5% | 7,696 | $787K |
| Watchman Group, Inc. | 0.25% | Add +0.5% | 7,632 | $781K |
| Mission Wealth Management, LP | 0.02% | Reduce -11.5% | 7,632 | $781K |
| Beacon Financial Group | 0.09% | Add +11.1% | 7,531 | $770K |
| Oxford Financial Group, LTD. LLC | 0.05% | No change | 7,426 | $760K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +13.8% | 7,414 | $758K |
| Cornerstone Wealth Advisors, Inc. | 0.22% | Add +2.0% | 7,330 | $750K |
| Maiden Cove Capital, LLC | 1.61% | — | 7,180 | $742K |
| Noble Family Wealth, LLC | 0.21% | No change | 7,160 | $732K |
| Moneywise, Inc. | 0.38% | Add +110.4% | 7,088 | $725K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Add +0.1% | 6,997 | $716K |
| Schneider Downs Wealth Management Advisors, LP | 0.16% | No change | 6,984 | $714K |
| Sage Financial Group Inc. | 0.06% | Reduce -0.8% | 6,975 | $714K |
| RDA Financial Network | 0.23% | New | 6,953 | $711K |
| Wescott Financial Advisory Group, LLC | 0.08% | Add +31.0% | 6,939 | $710K |
| Latitude Advisors, LLC | 0.43% | Add +12.7% | 6,931 | $709K |
| MainStreet Investment Advisors LLC | 0.09% | Reduce -5.0% | 6,888 | $705K |
| Canvas Wealth Advisors, LLC | 0.22% | Add +27.8% | 6,934 | $704K |
| Vantage Financial Partners, LLC | 0.18% | Reduce -15.9% | 6,785 | $694K |
| Parallel Advisors, LLC | 0.02% | Reduce -18.7% | 6,770 | $693K |
| James Investment Research, Inc. | 0.08% | Add +2.9% | 6,743 | $690K |
| LexAurum Advisors, LLC | 0.17% | Add +45.2% | 6,679 | $683K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +41.1% | 6,465 | $661K |
| HRC Wealth Management, LLC | 0.45% | Add +0.7% | 6,462 | $661K |
| W.H. Cornerstone Investments Inc. | 0.47% | Reduce -32.6% | 6,449 | $660K |
| Bridges Investment Management Inc. | 0.01% | New | 6,440 | $659K |
| Advisory Alpha, LLC | 0.03% | Reduce -4.1% | 6,437 | $659K |
| Belpointe Asset Management LLC | 0.05% | New | 6,324 | $647K |
| Midwest Heritage Bank, FSB | 0.32% | Reduce -15.9% | 6,266 | $641K |
| Citadel Advisors | 0.00% | Reduce -96.8% | 6,249 | $639K |
| Diversified Trust Co. | 0.02% | Add +15.4% | 6,190 | $633K |
| Wealthfront Advisers LLC | 0.00% | Add +0.9% | 6,145 | $629K |
| REAP Financial Group, LLC | 0.17% | Reduce -51.2% | 6,116 | $626K |
| JT Stratford LLC | 0.12% | Add +64.4% | 6,108 | $625K |
| Personal Cfo Solutions, LLC | 0.10% | Add +158.4% | 6,078 | $622K |
| Choate Investment Advisors | 0.02% | No change | 6,025 | $616K |
| Fisher Asset Management | 0.00% | Add +84.8% | 6,013 | $615K |
| LGT Financial Advisors LLC | 1.29% | Add +92.6% | 5,992 | $613K |
| Sax Wealth Advisors, LLC | 0.06% | New | 5,939 | $608K |
| Independence Bank of Kentucky | 0.16% | Reduce -10.4% | 5,908 | $604K |
| Harbour Capital Advisors, LLC | 0.14% | No change | 5,906 | $603K |
| Betterment LLC | 0.00% | Reduce -42.7% | 5,890 | $603K |
| Fulcrum Equity Management | 0.54% | New | 5,867 | $600K |
| NewEdge Wealth, LLC | 0.01% | Add +0.8% | 5,835 | $597K |
| Sound Income Strategies, LLC | 0.04% | Add +5.4% | 5,829 | $596K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -11.8% | 5,776 | $591K |
| Wedbush Securities Inc. | 0.02% | Add +26.2% | 5,769 | $590K |
| StoneX Group Inc. | 0.05% | Reduce -4.1% | 5,667 | $580K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -18.6% | 5,563 | $569K |
| MIdWestOne Financial Group, Inc. | 0.10% | No change | 5,558 | $569K |
| Oliver Lagore Vanvalin Investment Group | 0.16% | Add +40.4% | 5,534 | $566K |
| 9258 Wealth Management, LLC | 0.09% | Add +0.3% | 5,516 | $564K |
| Vermillion & White Wealth Management Group, LLC | 0.42% | Add +1.2% | 5,515 | $564K |
| Montecito Bank & Trust | 0.11% | Add +0.5% | 5,512 | $564K |
| Washington Trust Bank | 0.06% | Reduce -17.6% | 5,509 | $564K |
| Beverly Hills Private Wealth, LLC | 0.12% | Add +47.0% | 5,508 | $563K |
| GeoWealth Management, LLC | 0.02% | Add +57.5% | 5,445 | $557K |
| Sheets Smith Wealth Management | 0.07% | Add +0.8% | 5,435 | $556K |
| Allworth Financial LP | 0.00% | Reduce -23.3% | 5,425 | $555K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 5,373 | $550K |
| Alerus Financial NA | 0.04% | Reduce -1.1% | 5,300 | $542K |
| Associated Banc-Corp | 0.02% | Reduce -0.2% | 5,271 | $539K |
| Trust Point Inc. | 0.04% | Add +1.7% | 5,217 | $534K |
| Magnus Financial Group LLC | 0.06% | Add +49.0% | 5,193 | $531K |
| Semus Wealth Partners LLC | 0.41% | Add +62.6% | 5,188 | $531K |
| Sachetta, LLC | 0.23% | Add +1.7% | 5,217 | $529K |
| Perennial Investment Advisors, LLC | 0.08% | Add +55.3% | 5,161 | $528K |
| Midland Wealth Advisors, LLC | 0.03% | Add +2.6% | 5,154 | $527K |
| FineMark National Bank & Trust | 0.02% | Reduce -16.1% | 5,108 | $523K |
| DAVENPORT & Co LLC | 0.00% | Add +108.6% | 5,084 | $520K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -9.8% | 5,045 | $516K |
| Pachira Investments Inc. | 0.45% | Add +0.9% | 5,015 | $513K |
| Gables Capital Management Inc. | 0.27% | No change | 5,007 | $512K |
| Moneco Advisors, LLC | 0.08% | Reduce -44.9% | 5,000 | $511K |
| Rockland Trust Co. | 0.03% | Reduce -3.2% | 4,992 | $511K |
| Boston Financial Mangement LLC | 0.02% | No change | 4,982 | $510K |
| Able Wealth Management LLC | 0.42% | Reduce -7.5% | 4,978 | $509K |
| Rosenberg Matthew Hamilton | 0.15% | Add +28.6% | 4,985 | $509K |
| Strategy Asset Managers LLC | 0.11% | Add +142.1% | 5,315 | $507K |
| TrueWealth Advisors, LLC | 0.19% | Add +35.3% | 4,919 | $503K |
| GYL Financial Synergies, LLC | 0.04% | Add +0.0% | 4,902 | $501K |
| Colony Family Offices, LLC | 0.16% | No change | 4,828 | $494K |
| World Equity Group, Inc. | 0.14% | Reduce -26.3% | 4,743 | $485K |
| Rappaport Reiches Capital Management, LLC | 0.14% | Reduce -0.6% | 4,673 | $478K |
| Syntegra Private Wealth Group, LLC | 0.06% | Add +30.6% | 4,628 | $473K |
| Kelly Financial Services LLC | 0.17% | Add +42.3% | 4,584 | $469K |
| Athena Investment Management | 0.28% | Add +2.3% | 4,537 | $464K |
| Integrated Advisors Network LLC | 0.02% | Add +2.0% | 4,529 | $463K |
| Leisure Capital Management | 0.22% | No change | 4,521 | $462K |
| Sound Financial Strategies Group, LLC | 0.40% | New | 4,469 | $457K |
| Summit Financial, LLC | 0.02% | Add +108.9% | 4,444 | $455K |
| Prospera Financial Services Inc | 0.01% | Add +1.4% | 4,422 | $453K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -31.9% | 4,422 | $452K |
| McGlone Suttner Wealth Management, Inc. | 0.09% | Add +41.2% | 4,668 | $452K |
| Koshinski Asset Management, Inc. | 0.04% | Add +9.0% | 4,364 | $452K |
| Montag & Caldwell, LLC | 0.09% | Add +0.9% | 4,392 | $449K |
| Jane Street Group, LLC | 0.00% | Reduce -99.7% | 4,376 | $448K |
| Jacobi Capital Management LLC | 0.04% | New | 4,336 | $444K |
| MAI Capital Management | 0.00% | Add +0.8% | 4,327 | $443K |
| Flagstar Securities, Inc. | 0.12% | Add +48.0% | 4,326 | $443K |
| Bogart Wealth, LLC | 0.02% | Add +1.4% | 4,258 | $436K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -3.7% | 4,231 | $433K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -38.5% | 4,211 | $431K |
| International Assets Investment Management, LLC | 0.04% | Reduce -9.4% | 4,195 | $429K |
| Doliver Advisors, LP | 0.12% | Reduce -0.7% | 4,168 | $426K |
| Flputnam Investment Management Co. | 0.01% | Add +3.7% | 4,163 | $426K |
| Highland Capital Management, LLC | 0.02% | Reduce -3.5% | 4,123 | $422K |
| Western Financial Corp | 0.25% | Add +52.4% | 4,109 | $420K |
| MSH Capital Advisors LLC | 0.14% | New | 4,093 | $419K |
| Fermata Advisors, LLC | 0.10% | Reduce -3.6% | 4,056 | $415K |
| Continuum Advisory, LLC | 0.06% | Add +42.1% | 4,018 | $411K |
| Aveo Capital Partners, LLC | 0.05% | Add +56.6% | 4,005 | $410K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +10.3% | 3,979 | $407K |
| Tranquility Partners, LLC | 0.16% | No change | 3,945 | $404K |
| FinTrust Capital Advisors, LLC | 0.07% | Add +61.1% | 3,939 | $403K |
| Integral Investment Advisors, Inc. | 0.15% | Reduce -16.0% | 3,870 | $397K |
| Hilltop National Bank | 0.13% | No change | 3,875 | $396K |
| Pinnacle Family Advisors, LLC | 0.22% | Reduce -16.0% | 3,854 | $394K |
| Financial Perspectives, Inc | 0.15% | Reduce -0.1% | 3,847 | $394K |
| UMB Bank, n.a. | 0.01% | Reduce -6.7% | 3,806 | $389K |
| Haverford Trust Co | 0.00% | Add +24.9% | 3,797 | $388K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.1% | 3,781 | $387K |
| Urban Financial Advisory Corp | 0.23% | Add +3.1% | 3,765 | $385K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +25.5% | 3,756 | $384K |
| Hobart Private Capital, LLC | 0.11% | Reduce -19.7% | 3,744 | $383K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -2.6% | 3,697 | $378K |
| Ledyard National Bank | 0.04% | Reduce -1.9% | 3,685 | $377K |
| FSC Wealth Advisors, LLC | 0.28% | Add +128.8% | 3,647 | $373K |
| TD Capital Management LLC | 0.04% | Add +0.6% | 3,625 | $371K |
| New Republic Capital, LLC | 0.19% | Add +57.1% | 3,618 | $370K |
| Droms Strauss Advisors Inc. /Mo/ | 0.13% | Reduce -1.0% | 3,617 | $370K |
| Aspire Capital Advisors LLC | 0.12% | Reduce -0.6% | 3,590 | $367K |
| QRG Capital Management, Inc. | 0.00% | Add +24.5% | 3,575 | $366K |
| Morris Financial Concepts, Inc. | 0.17% | Add +2744.0% | 3,555 | $364K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -2.0% | 3,520 | $360K |
| Fidelis Capital Partners, LLC | 0.05% | New | 3,687 | $360K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -3.6% | 3,506 | $359K |
| Northeast Financial Consultants Inc | 0.02% | No change | 3,463 | $354K |
| Evanson Asset Management, LLC | 0.03% | No change | 3,428 | $351K |
| CGN Advisors LLC | 0.04% | Add +11.5% | 3,393 | $347K |
| Aprio Wealth Management, LLC | 0.06% | New | 3,318 | $339K |
| Wrapmanager Inc. | 0.09% | Reduce -14.8% | 3,314 | $339K |
| Community Financial Services Group, LLC | 0.07% | No change | 3,312 | $339K |
| Bristlecone Advisors, LLC | 0.03% | No change | 3,287 | $336K |
| Cornerstone Planning Group LLC | 0.10% | Reduce -18.3% | 3,468 | $336K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -18.6% | 3,281 | $336K |
| Laurel Wealth Advisors LLC | 0.06% | No change | 3,269 | $334K |
| Freedom Investment Management, Inc. | 0.03% | Add +48.7% | 3,266 | $334K |
| Fulton Breakefield Broenniman LLC | 0.02% | Add +3.6% | 3,190 | $326K |
| FLC Capital Advisors | 0.08% | No change | 3,152 | $322K |
| Global Wealth Strategies & Associates | 0.12% | Reduce -9.3% | 3,151 | $322K |
| Weinberger Asset Management, Inc | 0.15% | Reduce -11.8% | 3,133 | $320K |
| Western Wealth Management, LLC | 0.02% | Reduce -8.3% | 3,129 | $320K |
| Stephens Inc. | 0.00% | Reduce -15.2% | 3,121 | $319K |
| Global Assets Advisory, LLC | 0.50% | New | 3,071 | $314K |
| Heritage Wealth Management, LLC | 0.17% | Reduce -7.7% | 3,026 | $310K |
| Heritage Family Offices, LLP | 0.17% | — | 3,026 | $310K |
| TAP Consulting, LLC | 0.07% | Add +2.2% | 3,022 | $309K |
| RPg Family Wealth Advisory, LLC | 0.10% | Add +2.3% | 2,987 | $306K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +0.7% | 2,897 | $296K |
| Essex Bank | 0.08% | Reduce -11.3% | 2,897 | $296K |
| Lokken Investment Group LLC | 0.14% | Add +1.4% | 2,882 | $295K |
| GGM Financial LLC | 0.27% | — | 2,862 | $293K |
| Family Firm, Inc. | 0.06% | Add +0.8% | 2,835 | $290K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | New | 2,824 | $289K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +18.1% | 2,811 | $288K |
| Argent Trust Co | 0.01% | No change | 2,805 | $287K |
| Stephen J. Garry & Associates, LLC | 0.29% | No change | 2,785 | $285K |
| Wedmont Private Capital | 0.02% | New | 2,654 | $282K |
| Madison Wealth Partners, Inc | 0.10% | Reduce -1.0% | 2,750 | $281K |
| Lantern Wealth Advisors, LLC | 0.20% | Add +14.8% | 2,734 | $281K |
| Trilogy Capital Inc. | 0.02% | New | 2,741 | $280K |
| Empirical Asset Management, LLC | 0.10% | New | 2,713 | $278K |
| Mach-1 Financial Group, LLC | 0.20% | New | 2,708 | $277K |
| Baker Tilly Wealth Management, LLC | 0.11% | Reduce -62.5% | 2,672 | $273K |
| Fonville Wealth Management LLC | 0.11% | Reduce -1.1% | 2,650 | $271K |
| Atlas Private Wealth Advisors | 0.04% | New | 2,641 | $270K |
| Cortland Associates Inc. | 0.03% | No change | 2,614 | $267K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -39.5% | 2,604 | $266K |
| Legacy Wealth Asset Management, LLC | 0.07% | No change | 2,587 | $265K |
| Goldstein Advisors, LLC | 0.04% | No change | 2,566 | $263K |
| Coppell Advisory Solutions LLC | 0.04% | — | 2,561 | $262K |
| Orin Green Financial, LLC | 0.12% | New | 2,560 | $262K |
| Oakworth Capital, Inc. | 0.02% | No change | 2,546 | $260K |
| Altfest L J & Co. Inc. | 0.04% | New | 2,538 | $260K |
| Financial Partners Group, Inc | 0.04% | Reduce -14.4% | 2,535 | $259K |
| Clarius Group, LLC | 0.02% | No change | 2,505 | $256K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,491 | $255K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -6.3% | 2,491 | $255K |
| Synergy Financial Group, LTD | 0.27% | No change | 2,473 | $253K |
| ERn Financial, LLC | 0.04% | No change | 2,462 | $252K |
| Rothschild Investment LLC | 0.02% | Add +4285.7% | 2,456 | $251K |
| Miller Investment Management, LP | 0.03% | No change | 2,455 | $251K |
| My Personal CFO, LLC | 0.13% | Reduce -1.2% | 2,447 | $250K |
| Financial Gravity Asset Management, Inc. | 0.06% | Reduce -47.5% | 2,445 | $250K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.6% | 2,441 | $250K |
| Gallagher Fiduciary Advisors, LLC | 0.06% | Add +15.8% | 2,436 | $249K |
| West Coast Financial LLC | 0.03% | Add +18.3% | 2,425 | $248K |
| Prairie Wealth Advisors, Inc. | 0.13% | Reduce -69.4% | 2,412 | $247K |
| Kovack Advisors, Inc. | 0.03% | New | 2,373 | $243K |
| Wesbanco Bank Inc. | 0.01% | Reduce -6.9% | 2,371 | $243K |
| Shufro Rose & Co. LLC | 0.02% | New | 2,356 | $241K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,355 | $241K |
| Means Investment Co., Inc. | 0.03% | Reduce -5.5% | 2,323 | $238K |
| Rollins Financial Advisors, LLC | 0.04% | Reduce -20.6% | 2,321 | $237K |
| Avaii Wealth Management, LLC | 0.13% | Reduce -4.0% | 2,297 | $235K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 2,288 | $234K |
| CRA Financial Services, LLC | 0.05% | No change | 2,266 | $232K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -30.1% | 2,235 | $231K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -95.2% | 2,254 | $231K |
| Regis Management CO LLC | 0.07% | Reduce -8.7% | 2,250 | $230K |
| Taylor & Morgan Wealth Management, LLC | 0.16% | Add +0.9% | 2,234 | $229K |
| Eagle Strategies LLC | 0.04% | Reduce -92.1% | 2,227 | $228K |
| HUB Investment Partners, LLC | 0.01% | Add +0.1% | 2,218 | $227K |
| Stage Harbor Financial, LLC | 0.22% | No change | 2,217 | $227K |
| Global Financial Private Client, LLC | 0.09% | Add +56.9% | 2,216 | $227K |
| First Financial Corp. | 0.11% | Reduce -0.5% | 2,191 | $224K |
| White Lighthouse Investment Management Inc. | 0.04% | Reduce -23.4% | 2,170 | $222K |
| Lion Street Advisors, LLC | 0.08% | New | 2,165 | $222K |
| Delta Investment Management, LLC | 0.05% | Reduce -0.1% | 2,158 | $221K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 2,137 | $219K |
| Neumann Capital Management, LLC | 0.07% | Reduce -4.6% | 2,125 | $217K |
| FF Advisors,LLC | 0.15% | No change | 2,100 | $215K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -12.0% | 2,057 | $214K |
| Lido Advisors, LLC | 0.00% | New | 2,087 | $214K |
| SVB Wealth LLC | 0.01% | Reduce -0.4% | 2,050 | $210K |
| Parsons Capital Management Inc. | 0.01% | New | 2,045 | $209K |
| Arcadia Investment Advisors LLC | 0.12% | No change | 2,040 | $209K |
| BSW Wealth Partners | 0.03% | New | 2,035 | $208K |
| FSA Advisors, Inc. | 0.22% | Reduce -3.9% | 1,994 | $207K |
| Prosperity Planning, Inc. | 0.07% | New | 2,020 | $207K |
| Criterion Capital Advisors, LLC | 0.13% | Add +9.9% | 2,012 | $206K |
| Beacon Financial Planning, Inc. | 0.14% | New | 1,992 | $204K |
| Scotia Capital Inc. | 0.00% | Reduce -45.4% | 1,986 | $203K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -14.1% | 1,981 | $203K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 1,967 | $201K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.07% | Add +2.2% | 1,782 | $182K |
| Founders Financial Alliance, LLC | 0.05% | Add +0.1% | 1,739 | $178K |
| Pineridge Advisors LLC | 0.06% | Add +10.8% | 1,719 | $176K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +0.9% | 1,663 | $170K |
| JFS Wealth Advisors, LLC | 0.01% | Add +8.8% | 1,636 | $167K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -7.7% | 1,574 | $161K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Add +5.1% | 1,560 | $159K |
| Arlington Trust Co LLC | 0.04% | Add +971.0% | 1,553 | $159K |
| Cape Investment Advisory, Inc. | 0.07% | Add +65.5% | 1,533 | $157K |
| Matrix Private Capital Group LLC | 0.09% | No change | 1,460 | $149K |
| Addison Advisors LLC | 0.05% | Reduce -3.3% | 1,453 | $149K |
| Tucker Asset Management LLC | 0.03% | Add +24.7% | 1,359 | $139K |
| Webster Bank, N. A. | 0.01% | No change | 1,295 | $132K |
| Bessemer Group Inc. | 0.00% | Add +12.9% | 1,242 | $128K |
| Balentine LLC | 0.01% | No change | 1,220 | $125K |
| Zions Bancorporation, N.A. | 0.01% | New | 1,212 | $124K |
| TD Waterhouse Canada Inc. | 0.00% | New | 1,163 | $119K |
| Avior Wealth Management, LLC | 0.00% | Reduce -5.2% | 1,121 | $115K |
| Logan Capital Management Inc. | 0.00% | No change | 1,110 | $113K |
| Hanson & Doremus Investment Management | 0.02% | New | 1,074 | $110K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 1,060 | $108K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -4.5% | 1,030 | $105K |
| Angeles Wealth Management, LLC | 0.01% | No change | 972 | $99K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | Add +181.2% | 970 | $99K |
| Wolff Wiese Magana LLC | 0.08% | New | 935 | $96K |
| Whittier Trust Co. | 0.00% | No change | 900 | $92K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 883 | $90K |
| Opal Wealth Advisors, LLC | 0.03% | New | 823 | $84K |
| Sandy Spring Bank | 0.00% | Reduce -23.4% | 817 | $84K |
| Ballast Advisors LLC | 0.03% | No change | 781 | $80K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 749 | $79K |
| Mascoma Wealth Management LLC | 0.02% | No change | 769 | $79K |
| Adirondack Trust Co. | 0.03% | No change | 768 | $79K |
| Fifth Third Bancorp | 0.00% | No change | 765 | $78K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 711 | $73K |
| Beacon Capital Management, LLC | 0.01% | No change | 684 | $70K |
| Tsfg, LLC | 0.02% | Add +0.8% | 666 | $68K |
| Princeton Global Asset Management LLC | 0.01% | New | 647 | $66K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 639 | $65K |
| WCM Investment Management, LLC | 0.00% | New | 619 | $63K |
| Chris Bulman Inc | 0.04% | — | 617 | $63K |
| Gradient Investments LLC | 0.00% | Add +80.1% | 616 | $63K |
| National Bank of Canada | 0.00% | No change | 599 | $61K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +91.3% | 568 | $58K |
| Unique Wealth Strategies, LLC | 0.03% | New | 559 | $58K |
| Harbor Investment Advisory, LLC | 0.01% | Add +42.4% | 554 | $57K |
| HighMark Wealth Management LLC | 0.03% | No change | 542 | $55K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 530 | $54K |
| Glassman Wealth Services | 0.01% | New | 525 | $54K |
| Kings Path Partners LLC | 0.03% | — | 520 | $53K |
| Richardson Capital Management LLC | 0.04% | Reduce -14.2% | 518 | $53K |
| Highline Wealth Partners LLC | 0.02% | No change | 501 | $51K |
| Frazier Financial Advisors, LLC | 0.04% | Reduce -13.2% | 493 | $50K |
| Coston, McIsaac & Partners | 0.02% | No change | 480 | $49K |
| Optimum Investment Advisors | 0.02% | No change | 447 | $46K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 422 | $43K |
| Janiczek Wealth Management, LLC | 0.01% | No change | 382 | $39K |
| Colonial Trust Co / SC | 0.01% | No change | 374 | $38K |
| CVA Family Office, LLC | 0.01% | No change | 371 | $38K |
| Element Wealth, LLC | 0.02% | Reduce -1.6% | 364 | $37K |
| Rogco, LP | 0.01% | Reduce -33.5% | 347 | $35K |
| Clearstead Advisors, LLC | 0.00% | No change | 332 | $34K |
| Institutional & Family Asset Management, LLC | 0.01% | Add +0.3% | 322 | $33K |
| Phillips Financial Management, LLC | 0.00% | Add +59.2% | 320 | $33K |
| Anchor Investment Management, LLC | 0.00% | No change | 301 | $31K |
| Park Place Capital Corp | 0.01% | Reduce -32.0% | 297 | $30K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 290 | $30K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 286 | $29K |
| Wetzel Investment Advisors, Inc. | 0.02% | No change | 260 | $27K |
| Arax Advisory Partners | 0.00% | Add +133.3% | 259 | $26K |
| Riverview Trust Co | 0.02% | No change | 248 | $25K |
| Tompkins Financial Corp. | 0.00% | New | 219 | $22K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 210 | $21K |
| Triad Wealth Partners, LLC | 0.01% | New | 197 | $20K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 200 | $20K |
| Private Capital Management LLC | 0.00% | Reduce -2.7% | 180 | $18K |
| Signaturefd, LLC | 0.00% | No change | 170 | $17K |
| Asset Dedication, LLC | 0.00% | No change | 166 | $17K |
| WealthCollab, LLC | 0.01% | Add +1.2% | 166 | $17K |
| WFA of San Diego, LLC | 0.01% | — | 157 | $16K |
| Headlands Technologies LLC | 0.00% | New | 152 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +131.7% | 139 | $14K |
| Alaska Wealth Advisors, LLC | 0.00% | Reduce -4.1% | 139 | $14K |
| Dunhill Financial, LLC | 0.01% | New | 126 | $13K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 123 | $13K |
| Hantz Financial Services, Inc. | 0.00% | Add +14.0% | 114 | $12K |
| Center for Financial Planning, Inc. | 0.00% | No change | 110 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 101 | $10K |
| Family Asset Management, LLC | 0.01% | No change | 100 | $10K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $10K |
| Smithfield Trust Co | 0.00% | New | 100 | $10K |
| 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 |
| Salem Investment Counselors Inc. | 0.00% | Reduce -44.7% | 73 | $7K |
| 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% | Add +1.6% | 64 | $7K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 61 | $6K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 55 | $6K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 46 | $5K |
| Crewe Advisors LLC | 0.00% | Add +35.3% | 46 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 43 | $4K |
| FPC Investment Advisory, Inc. | 0.00% | New | 38 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 38 | $4K |
| Concord Wealth Partners | 0.00% | Reduce -63.6% | 36 | $4K |
| New Millennium Group LLC | 0.00% | New | 35 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 35 | $4K |
| St Germain D J Co. Inc. | 0.00% | New | 34 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 31 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 30 | $3K |
| AlphaMark Advisors, LLC | 0.00% | New | 25 | $3K |
| Evermay Wealth Management LLC | 0.00% | No change | 27 | $3K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 27 | $3K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -29.7% | 26 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 11 | $1K |
| NFSG Corp | 0.00% | Reduce -31.3% | 11 | $1K |
| Resources Management Corp. /CT/ | 0.00% | No change | 7 | $1K |
| Burkett Financial Services, LLC | 0.00% | No change | 9 | $894 |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 6 | $614 |
| VitalStone Financial, LLC | 0.00% | No change | 6 | $614 |
| Global Trust Asset Management, LLC | 0.00% | No change | 6 | $614 |
| Country Trust Bank | 0.00% | New | 6 | $614 |
| Russell Investments Group, Ltd. | 0.00% | No change | 6 | $614 |
| Tidemark, LLC | 0.00% | New | 5 | $516 |
| Gould Capital, LLC | 0.00% | New | 5 | $512 |
| GAMMA Investing LLC | 0.00% | No change | 4 | $409 |
| Redwood Wealth Management Group, LLC | 0.00% | New | 2 | $205 |
| Creekmur Asset Management LLC | 0.00% | Reduce -94.4% | 1 | $67 |
| Summit Securities Group LLC | 0.00% | New | 1 | $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.