iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q3 2024 (September 30)915holders +42
71new positions
35sold out
3famous investors
$107.31avg. 13F price*
At the end of Q3 2024, 915 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings, up 42 from Q2 2024. 71 opened new positions and 35 sold out. The largest holders were Envestnet Asset Management Inc. ($2.7B), Jones Financial Companies LLLP ($830.2M) and LPL Financial LLC ($676.1M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $153.7M |
| Exits | 35 | $32.5M |
All 13F filers, Q2 2024 → Q3 2024: 5,921,656 shares bought and 7,204,281 shares sold, net −1,282,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 915 holders
| Envestnet Asset Management Inc. | 0.87% | Reduce -5.4% | 25,164,618 | $2.7B |
| Jones Financial Companies LLLP | 0.85% | Add +2.9% | 7,694,597 | $830.2M |
| LPL Financial LLC | 0.30% | Reduce -4.8% | 6,280,782 | $676.1M |
| JPMorgan Chase & Co. | 0.05% | Reduce -3.8% | 5,930,547 | $638.4M |
| Axiom Advisory, LLC | 5.26% | Add +9.2% | 5,422,968 | $562.6M |
| Morgan Stanley | 0.04% | Reduce -3.2% | 4,534,774 | $488.2M |
| Bank of America Corp. | 0.04% | Reduce -1.5% | 4,338,838 | $467.1M |
| Envestnet Portfolio Solutions, Inc. | 1.23% | Reduce -5.8% | 3,525,467 | $379.5M |
| Cwm, LLC | 1.18% | Reduce -8.3% | 2,537,106 | $273.1M |
| Park Avenue Securities LLC | 2.89% | Reduce -10.2% | 2,390,758 | $257.4M |
| BlackRock, Inc. | 0.01% | — | 2,340,742 | $252.0M |
| MML Investors Services, LLC | 0.67% | Reduce -4.7% | 1,701,420 | $183.2M |
| US Bancorp \de | 0.23% | Reduce -7.9% | 1,632,792 | $175.8M |
| Cetera Investment Advisers | 0.35% | Reduce -3.3% | 1,496,365 | $161.1M |
| Ameriprise Financial Inc. | 0.04% | Add +7.1% | 1,449,843 | $156.1M |
| Janney Montgomery Scott LLC | 0.42% | Reduce -6.9% | 1,390,887 | $149.7M |
| Wells Fargo & Company | 0.03% | Add +0.1% | 1,326,721 | $142.8M |
| Facet Wealth, Inc. | 3.90% | Add +8.8% | 1,356,127 | $137.1M |
| OneDigital Investment Advisors LLC | 1.54% | Reduce -7.5% | 1,255,594 | $135.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.8% | 1,212,023 | $130.5M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -3.9% | 1,189,878 | $128.1M |
| Sanctuary Advisors, LLC | 0.72% | Add +74.2% | 1,155,317 | $114.3M |
| FMR LLC | 0.01% | Reduce -2.6% | 1,052,713 | $113.3M |
| UBS Group AG | 0.03% | Add +3.5% | 1,045,439 | $112.5M |
| Jane Street Group, LLC | 0.15% | Add +18989.0% | 835,333 | $89.9M |
| JB Capital LLC | 4.77% | Reduce -6.4% | 770,925 | $83.0M |
| AE Wealth Management LLC | 0.74% | Add +1.5% | 757,945 | $81.6M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -8.1% | 748,895 | $80.6M |
| M&T Bank Corp | 0.26% | Reduce -7.0% | 737,596 | $79.4M |
| NewEdge Advisors, LLC | 0.50% | Add +8.2% | 711,917 | $76.6M |
| United Capital Financial Advisors, LLC | 0.63% | Reduce -9.3% | 705,749 | $76.0M |
| Tiaa Trust, National Association | 0.23% | Add +110.9% | 704,067 | $75.8M |
| Foundations Investment Advisors, LLC | 1.53% | Reduce -1.5% | 676,196 | $72.8M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +15.1% | 639,834 | $68.9M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -11.4% | 612,751 | $66.0M |
| Stifel Financial Corp. | 0.06% | Reduce -5.9% | 524,997 | $56.5M |
| Beacon Pointe Advisors, LLC | 0.63% | Reduce -2.2% | 509,778 | $54.9M |
| Focus Partners Wealth | 0.17% | Reduce -35.8% | 485,120 | $52.2M |
| Austin Private Wealth, LLC | 5.06% | Reduce -0.5% | 476,986 | $51.3M |
| Kestra Investment Management, LLC | 2.14% | Add +22.4% | 462,334 | $49.8M |
| Osaic Holdings, Inc. | 0.11% | Add +3.1% | 445,143 | $48.0M |
| Quent Capital, LLC | 4.72% | Add +1.1% | 432,181 | $46.5M |
| Baker Avenue Asset Management, LP | 1.48% | Add +0.8% | 432,129 | $46.5M |
| Integrated Wealth Concepts LLC | 0.57% | Add +6.2% | 431,644 | $46.5M |
| Financial Synergies Wealth Advisors, Inc. | 5.70% | Add +2.0% | 426,651 | $45.9M |
| Eastern Bank | 0.81% | New | 420,720 | $45.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.7% | 407,410 | $43.9M |
| CFS Investment Advisory Services, LLC | 3.58% | Reduce -7.1% | 396,162 | $42.6M |
| FAS Wealth Partners, Inc. | 3.39% | Add +2.2% | 396,059 | $42.6M |
| Mariner, LLC | 0.08% | Add +1.3% | 395,497 | $42.6M |
| Avantax Advisory Services, Inc. | 0.27% | Add +0.8% | 387,712 | $41.7M |
| EP Wealth Advisors, LLC | 0.35% | Reduce -8.3% | 377,006 | $40.6M |
| Truist Financial Corp. | 0.06% | Reduce -16.0% | 373,512 | $40.2M |
| Kestra Advisory Services, LLC | 0.22% | Reduce -18.8% | 371,682 | $40.0M |
| Atria Wealth Solutions, Inc. | 0.43% | Reduce -2.5% | 369,321 | $39.8M |
| Raymond James & Associates | 0.02% | Reduce -1.3% | 353,501 | $38.1M |
| HTLF Bank | 4.07% | Add +0.6% | 347,917 | $37.5M |
| Cary Street Partners Investment Advisory LLC | 1.28% | Add +4.1% | 323,960 | $34.9M |
| Atria Investments, Inc | 0.43% | Reduce -8.2% | 319,085 | $34.3M |
| McKinley Carter Wealth Services, Inc. | 2.05% | Add +13.3% | 315,484 | $34.0M |
| Octavia Wealth Advisors, LLC | 3.98% | Add +7.0% | 300,292 | $32.3M |
| Advocacy Wealth Management, LLC | 2.52% | Reduce -12.9% | 298,764 | $32.2M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -0.6% | 295,452 | $31.8M |
| Royal Bank of Canada | 0.01% | Add +16.2% | 292,466 | $31.5M |
| Icon Wealth Advisors, LLC | 2.60% | Add +1.9% | 290,236 | $31.2M |
| Bokf, NA | 0.55% | Reduce -1.4% | 293,776 | $31.0M |
| CreativeOne Wealth, LLC | 1.02% | Add +40.3% | 278,324 | $30.0M |
| Corient Private Wealth LP | 0.05% | Reduce -2.9% | 275,086 | $29.6M |
| NBT Bank, N.A. | 1.90% | Add +5.0% | 262,175 | $28.2M |
| Prudential Financial Inc. | 0.04% | Reduce -4.2% | 260,253 | $28.0M |
| Bank of Montreal | 0.01% | Add +0.7% | 254,094 | $27.4M |
| McMorgan & Co. LLC | 3.98% | Reduce -3.0% | 240,095 | $25.8M |
| Mercer Global Advisors Inc. | 0.06% | Add +4.3% | 242,011 | $25.8M |
| Captrust Financial Advisors | 0.08% | Add +1.7% | 236,951 | $25.5M |
| MA Private Wealth | 4.73% | Add +2.0% | 234,910 | $25.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.9% | 233,982 | $25.2M |
| Covenant Partners, LLC | 7.24% | Reduce -3.4% | 231,074 | $24.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +4.2% | 226,306 | $24.4M |
| Cassaday & Co Wealth Management LLC | 0.68% | Reduce -18.0% | 221,855 | $23.9M |
| Country Club Bank | 1.54% | Reduce -1.8% | 213,624 | $23.1M |
| Cardinal Strategic Wealth Guidance | 7.45% | Reduce -4.0% | 211,419 | $22.8M |
| RTD Financial Advisors, Inc. | 2.80% | Add +0.3% | 205,768 | $22.2M |
| B. Riley Wealth Advisors, Inc. | 0.60% | Reduce -16.6% | 204,133 | $21.7M |
| Meridian Wealth Partners, LLC | 3.35% | New | 200,110 | $21.5M |
| Sharkey, Howes & Javer | 3.03% | Reduce -6.6% | 197,319 | $21.2M |
| Stone House Investment Management, LLC | 4.33% | Reduce -4.5% | 194,502 | $20.9M |
| Horst & Graben Wealth Management LLC | 3.73% | Reduce -4.2% | 193,019 | $20.8M |
| SteelPeak Wealth, LLC | 0.92% | Reduce -5.3% | 192,155 | $20.7M |
| High Falls Advisors, Inc | 4.69% | Reduce -9.0% | 190,289 | $20.5M |
| Pathstone Holdings, LLC | 0.09% | Add +1.3% | 183,275 | $19.7M |
| Baird Financial Group, Inc. | 0.04% | Add +25.1% | 179,220 | $19.3M |
| Strategic Blueprint, LLC | 1.20% | Reduce -0.9% | 178,469 | $19.2M |
| Natixis Advisors, LLC | 0.04% | Reduce -4.5% | 174,837 | $18.8M |
| West Wealth Group, LLC | 5.97% | Add +4.2% | 170,999 | $18.4M |
| Farther Finance Advisors, LLC | 0.68% | Add +13.7% | 169,418 | $18.2M |
| Orion Porfolio Solutions, LLC | 0.18% | Reduce -8.8% | 165,147 | $17.8M |
| Orion Portfolio Solutions, LLC | 0.18% | Reduce -8.8% | 165,147 | $17.8M |
| Consilio Wealth Advisors, LLC | 7.26% | Add +7.9% | 163,456 | $17.6M |
| Shakespeare Wealth Management, LLC | 4.53% | Reduce -2.9% | 160,919 | $17.3M |
| Blue Trust, Inc. | 0.22% | Add +62.5% | 168,445 | $17.2M |
| Pettinga Financial Advisors LLC | 4.01% | Reduce -11.8% | 157,260 | $16.9M |
| Obsidian Cio, LLC | 3.52% | Add +6.9% | 155,685 | $16.8M |
| Spectrum Wealth Counsel, LLC | 1.97% | Add +0.1% | 155,091 | $16.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -1.9% | 153,227 | $16.5M |
| One Wealth Advisors, LLC | 2.52% | Reduce -6.2% | 152,538 | $16.4M |
| Affinity Capital Advisors, LLC | 3.12% | Add +4.1% | 149,652 | $16.1M |
| Invst, LLC | 1.93% | Reduce -39.0% | 147,810 | $15.9M |
| Greenleaf Trust | 0.14% | Add +2.0% | 146,878 | $15.8M |
| Flow Traders U.S. LLC | 0.80% | Add +191.0% | 146,376 | $15.8M |
| Stonebrook Private Inc. | 4.11% | Add +30.5% | 144,324 | $15.5M |
| Physician Wealth Advisors, Inc. | 2.78% | Reduce -2.5% | 147,692 | $15.4M |
| Waverly Advisors, LLC | 0.28% | Add +25.0% | 140,592 | $15.1M |
| Staley Capital Advisers Inc. | 0.67% | Add +2.1% | 138,724 | $14.9M |
| Robinswood Financial LLC | 5.49% | Add +3.1% | 137,211 | $14.8M |
| Scarborough Advisors, LLC | 2.38% | New | 136,780 | $14.7M |
| Wakefield Asset Management LLLP | 4.75% | Reduce -0.3% | 135,649 | $14.6M |
| IHT Wealth Management, LLC | 0.40% | Add +42.7% | 131,994 | $14.2M |
| Keebeck Wealth Management | 2.03% | Reduce -3.6% | 130,430 | $14.0M |
| Keystone Financial Services | 5.43% | Reduce -9.0% | 130,141 | $14.0M |
| Susquehanna International Group, LLP | 0.02% | New | 129,409 | $13.9M |
| Rwa Wealth Partners, LLC | 0.17% | Reduce -30.9% | 129,191 | $13.9M |
| Perigon Wealth Management, LLC | 0.37% | Add +4.8% | 129,121 | $13.9M |
| Blair William & Co. | 0.04% | Reduce -2.9% | 127,309 | $13.7M |
| Checchi Capital Advisers, LLC | 1.00% | Reduce -1.9% | 125,363 | $13.5M |
| TNF LLC | 4.76% | Reduce -0.8% | 128,626 | $13.2M |
| Steward Partners Investment Advisory, LLC | 0.12% | Reduce -4.8% | 121,899 | $13.1M |
| Cypress Wealth Services, LLC | 2.70% | Reduce -3.6% | 121,235 | $13.1M |
| Bedel Financial Consulting, Inc. | 1.80% | Reduce -2.0% | 118,767 | $12.8M |
| Lineweaver Wealth Advisors, LLC | 2.38% | Add +3.5% | 116,079 | $12.5M |
| ONE Advisory Partners, LLC | 5.37% | Reduce -8.1% | 113,661 | $12.2M |
| Cresset Asset Management, LLC | 0.05% | Reduce -0.1% | 112,753 | $12.1M |
| Regimen Wealth, LLC | 3.91% | Reduce -0.1% | 112,191 | $12.1M |
| PAX Financial Group, LLC | 2.14% | Add +2.9% | 110,927 | $11.9M |
| Koss-Olinger Consulting, LLC | 1.02% | Add +0.6% | 108,836 | $11.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.33% | Add +20.0% | 108,045 | $11.6M |
| Private Portfolio Partners LLC | 2.10% | New | 104,278 | $11.2M |
| Mma Asset Management LLC | 2.95% | Add +81.1% | 112,322 | $11.1M |
| Wealth Alliance, LLC | 1.32% | Reduce -14.7% | 102,604 | $11.0M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +27.9% | 100,510 | $10.9M |
| TSA Wealth Managment LLC | 4.33% | Reduce -13.5% | 99,872 | $10.8M |
| Pacific Life Fund Advisors LLC | 1.06% | Reduce -67.0% | 99,596 | $10.7M |
| Summit X, LLC | 2.60% | Reduce -4.7% | 104,670 | $10.7M |
| Brookstone Capital Management | 0.16% | Reduce -2.0% | 98,638 | $10.6M |
| Financial Life Advisors | 3.96% | Add +3.8% | 97,290 | $10.5M |
| Maia Wealth LLC | 2.57% | Add +7.6% | 101,184 | $10.4M |
| RFG Advisory, LLC | 0.32% | Reduce -23.0% | 96,287 | $10.4M |
| Mill Creek Capital Advisors, LLC | 0.25% | No change | 95,685 | $10.3M |
| Savvy Advisors, Inc. | 2.07% | Add +186.5% | 94,664 | $10.2M |
| Moneta Group Investment Advisors LLC | 0.15% | Reduce -12.4% | 94,004 | $10.1M |
| Private Advisor Group, LLC | 0.06% | Add +45.0% | 93,065 | $10.0M |
| Concourse Financial Group Securities, Inc. | 0.59% | Reduce -8.2% | 92,381 | $9.9M |
| Snowden Capital Advisors LLC | 0.29% | Reduce -5.0% | 89,595 | $9.6M |
| Johnson Investment Counsel Inc. | 0.09% | Add +7.6% | 87,919 | $9.5M |
| Watershed Private Wealth LLC | 3.77% | Reduce -3.3% | 87,761 | $9.4M |
| &partners | 0.18% | Add +304.4% | 86,609 | $9.4M |
| Trek Financial, LLC | 0.70% | Reduce -8.3% | 87,123 | $9.4M |
| Regal Investment Advisors LLC | 0.65% | Add +18.0% | 86,835 | $9.3M |
| First Horizon Advisors, Inc. | 0.26% | Reduce -0.0% | 86,697 | $9.3M |
| WealthShield Partners, LLC | 1.25% | Reduce -4.4% | 85,937 | $9.3M |
| Key Financial Inc | 2.03% | Reduce -3.8% | 85,132 | $9.2M |
| Prosperity Consulting Group, LLC | 0.70% | Add +5.6% | 83,293 | $9.0M |
| Lodestar Private Asset Management LLC | 1.14% | Add +8.8% | 83,149 | $9.0M |
| Pinnacle Financial Partners Inc | 0.18% | Add +5.9% | 82,925 | $8.9M |
| Sterling Capital Management LLC | 0.11% | — | 82,050 | $8.8M |
| Advisory Services Network, LLC | 0.18% | No change | 86,325 | $8.8M |
| Cranbrook Wealth Management, LLC | 2.00% | Reduce -3.1% | 81,531 | $8.8M |
| Simplicity Wealth,LLC | 0.80% | Reduce -10.8% | 79,908 | $8.6M |
| Clear Creek Financial Management, LLC | 0.97% | Reduce -0.5% | 79,808 | $8.6M |
| Bay Harbor Wealth Management, LLC | 2.78% | Reduce -0.8% | 79,057 | $8.5M |
| McAdam, LLC | 0.47% | New | 78,567 | $8.5M |
| ORG Partners LLC | 1.35% | Add +0.4% | 77,881 | $8.4M |
| Eq LLC | 4.20% | Add +10.4% | 77,863 | $8.4M |
| Forthright Family Wealth Advisory LLC | 5.33% | Add +70.9% | 80,319 | $8.3M |
| Merit Financial Group, LLC | 0.19% | Reduce -51.9% | 76,983 | $8.3M |
| Franklin Resources Inc. | 0.00% | Reduce -7.2% | 77,642 | $8.3M |
| Swmg, LLC | 3.36% | Add +7.4% | 82,097 | $8.1M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +626.7% | 75,456 | $8.1M |
| Johnson Financial Group, Inc. | 0.37% | Reduce -0.4% | 75,351 | $8.1M |
| Forte Asset Management LLC | 4.28% | Add +4.8% | 74,488 | $8.0M |
| Marks Group Wealth Management, Inc | 0.76% | Reduce -11.6% | 73,603 | $7.9M |
| WCG Wealth Advisors LLC | 0.53% | Add +0.4% | 72,594 | $7.8M |
| Focus Financial Network, Inc. | 0.32% | Reduce -2.1% | 72,530 | $7.8M |
| Creative Planning | 0.01% | Add +1.3% | 71,890 | $7.7M |
| Citigroup Inc. | 0.01% | Add +0.0% | 71,813 | $7.7M |
| Equitable Holdings, Inc. | 0.07% | Add +5.0% | 71,725 | $7.7M |
| Cedar Point Capital Partners, LLC | 5.30% | Add +0.2% | 71,694 | $7.7M |
| Choreo, LLC | 0.11% | Add +2.6% | 71,138 | $7.6M |
| Van Hulzen Asset Management, LLC | 0.55% | Add +3.5% | 69,977 | $7.5M |
| Kingdom Financial Group LLC. | 5.57% | Add +1.3% | 69,240 | $7.5M |
| Certus Wealth Management, LLC | 5.15% | Add +0.8% | 68,706 | $7.4M |
| Northern Trust Corp. | 0.00% | Reduce -2.2% | 68,697 | $7.4M |
| KM Capital Management Ltd. | 3.84% | Reduce -6.9% | 66,675 | $7.2M |
| Tanglewood Wealth Management, Inc. | 0.82% | Reduce -1.1% | 66,461 | $7.2M |
| Morningstar Investment Services LLC | 0.07% | Add +33.0% | 66,141 | $7.1M |
| BOK Financial Private Wealth, Inc. | 0.52% | Reduce -6.2% | 66,107 | $7.1M |
| Alera Investment Advisors, LLC | 0.83% | Reduce -15.0% | 65,975 | $7.1M |
| Lwmg, LLC | 1.35% | Add +13.4% | 65,825 | $7.1M |
| Cobblestone Asset Management LLC | 4.23% | Reduce -9.1% | 65,356 | $7.0M |
| Townsquare Capital LLC | 0.08% | Reduce -3.7% | 64,689 | $7.0M |
| Lane & Associates LLC | 3.76% | Add +22.6% | 64,064 | $6.9M |
| Stratos Wealth Advisors, LLC | 0.31% | Add +5.7% | 63,313 | $6.8M |
| Comerica Bank | 0.03% | Reduce -3.1% | 63,042 | $6.8M |
| Howard Bailey Securities, LLC | 2.54% | — | 62,375 | $6.7M |
| SigFig Wealth Management, LLC | 0.24% | Reduce -4.5% | 61,811 | $6.7M |
| Obsidian Personal Planning Solutions LLC | 3.47% | Add +16.3% | 65,833 | $6.6M |
| Commerce Bank | 0.04% | Reduce -63.5% | 61,210 | $6.6M |
| Elevation Point Wealth Partners, LLC | 0.62% | Reduce -7.1% | 60,334 | $6.5M |
| NorthRock Partners, LLC | 0.21% | Reduce -32.2% | 60,030 | $6.5M |
| Courier Capital LLC | 0.44% | Add +16.1% | 59,942 | $6.5M |
| Jasper Ridge Partners, L.P. | 0.18% | No change | 59,403 | $6.4M |
| Apeiron RIA LLC | 1.82% | Reduce -30.3% | 58,864 | $6.3M |
| Nicholas Hoffman & Company, LLC. | 0.26% | Reduce -4.7% | 57,680 | $6.2M |
| True Vision MN LLC | 3.63% | Reduce -2.5% | 56,336 | $6.1M |
| 1900 Wealth Management LLC | 0.52% | Reduce -18.7% | 56,033 | $6.0M |
| Mayflower Financial Advisors, LLC | 0.90% | Reduce -3.3% | 55,385 | $6.0M |
| Kathmere Capital Management, LLC | 0.56% | Reduce -1.8% | 55,056 | $5.9M |
| Client 1ST Advisory Group, LLC | 2.33% | Add +3.2% | 54,400 | $5.9M |
| Grayhawk Investment Strategies Inc. | 9.13% | New | 54,250 | $5.8M |
| Apollon Wealth Management, LLC | 0.16% | Add +7.3% | 53,728 | $5.8M |
| Wealthquest Corp | 0.51% | Add +9.9% | 53,998 | $5.8M |
| Glenmede Trust Co. NA | 0.03% | Reduce -6.0% | 53,607 | $5.8M |
| Legacy Financial Group LLC | 1.10% | Add +25.3% | 53,177 | $5.7M |
| Spectrum Planning & Advisory Services Inc. | 5.49% | Add +3.1% | 53,097 | $5.7M |
| Madrona Financial Services, LLC | 1.58% | Add +2.6% | 52,939 | $5.7M |
| Brighton Jones LLC | 0.21% | Reduce -2.1% | 52,719 | $5.7M |
| Hoxton Planning & Management, LLC | 2.14% | Reduce -5.5% | 51,315 | $5.5M |
| Firethorn Wealth Partners, LLC | 2.78% | Add +4.1% | 50,960 | $5.5M |
| Commonwealth Financial Services, LLC | 1.08% | Add +5.4% | 51,125 | $5.5M |
| Gen-Wealth Partners Inc | 2.36% | Add +6.0% | 53,040 | $5.4M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Reduce -2.6% | 49,629 | $5.3M |
| Capital Analysts, LLC | 0.22% | Add +33.8% | 49,517 | $5.3M |
| Ashton Thomas Securities, LLC | 1.03% | Reduce -13.5% | 49,132 | $5.3M |
| Journey Strategic Wealth LLC | 0.19% | Add +5.6% | 49,099 | $5.3M |
| Waller Financial Planning Group, Inc. | 1.31% | Add +3.4% | 49,012 | $5.3M |
| CENTRAL TRUST Co | 0.12% | Reduce -15.8% | 48,781 | $5.3M |
| Shared Vision Wealth Group LLC | 2.80% | Reduce -5.2% | 48,765 | $5.2M |
| Assetmark, Inc. | 0.01% | Reduce -8.5% | 48,576 | $5.2M |
| Edge Capital Group, LLC | 0.23% | Reduce -0.1% | 47,933 | $5.2M |
| Callan Family Office, LLC | 0.86% | Add +1.4% | 47,596 | $5.1M |
| White Pine Investment CO | 1.40% | Add +11.9% | 47,284 | $5.1M |
| Ancora Advisors LLC | 0.12% | Add +17.9% | 47,007 | $5.1M |
| Pinnacle Wealth Planning Services, Inc. | 0.69% | Add +1.7% | 46,982 | $5.1M |
| Tradition Wealth Management, LLC | 0.45% | Reduce -0.6% | 46,873 | $5.0M |
| Cary Street Partners Asset Management LLC | 0.66% | Add +49.5% | 46,749 | $5.0M |
| Liberty Wealth Management LLC | 0.85% | Reduce -77.7% | 46,631 | $5.0M |
| Valmark Advisers, Inc. | 0.08% | Reduce -6.5% | 46,483 | $5.0M |
| Condor Capital Management | 0.44% | Add +1.2% | 45,729 | $4.9M |
| Revolve Wealth Partners, LLC | 0.74% | Reduce -1.2% | 44,939 | $4.8M |
| CoreCap Advisors, LLC | 0.23% | New | 44,525 | $4.8M |
| Rehmann Capital Advisory Group | 0.31% | Add +1.9% | 44,087 | $4.7M |
| MorganRosel Wealth Management, LLC | 1.55% | Reduce -9.3% | 43,648 | $4.7M |
| Dorsey & Whitney Trust CO LLC | 0.24% | No change | 42,199 | $4.5M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -17.5% | 42,096 | $4.5M |
| Mosley Wealth Management | 3.07% | Add +3.8% | 43,373 | $4.5M |
| Sterling Financial Planning, Inc. | 1.66% | Add +3.5% | 41,751 | $4.5M |
| AdvisorNet Financial, Inc | 0.34% | Add +1.2% | 41,701 | $4.5M |
| Harbor Group, Inc. | 1.04% | Reduce -0.1% | 41,690 | $4.5M |
| SOA Wealth Advisors, LLC. | 0.85% | Reduce -1.4% | 41,449 | $4.5M |
| Norris Perne & French LLP | 0.31% | Add +2.0% | 41,261 | $4.4M |
| Greenwood Capital Associates LLC | 0.58% | Reduce -7.8% | 41,180 | $4.4M |
| KMG Fiduciary Partners, LLC | 0.38% | Reduce -37.7% | 41,136 | $4.4M |
| Old Mission Capital LLC | 0.10% | Add +146.5% | 40,454 | $4.4M |
| Mutual Advisors, LLC | 0.12% | Add +5.5% | 41,463 | $4.3M |
| JNBA Financial Advisors | 0.43% | Reduce -4.1% | 39,328 | $4.2M |
| Scissortail Wealth Management, LLC | 1.02% | Reduce -98.5% | 423 | $4.2M |
| Advus Financial Partners, LLC | 1.20% | Add +8.3% | 39,141 | $4.2M |
| Security Financial Services, INC. | 0.86% | Reduce -11.2% | 39,102 | $4.2M |
| First Pacific Financial | 0.98% | Reduce -0.3% | 39,058 | $4.2M |
| Arete Wealth Advisors, LLC | 0.36% | Add +29.5% | 38,924 | $4.2M |
| FFG Retirement Advisors LLC | 2.70% | Add +45.7% | 38,447 | $4.1M |
| Claro Advisors Inc. | 0.53% | Add +17.7% | 38,065 | $4.1M |
| Verus Capital Partners, LLC | 0.40% | Add +14.2% | 37,781 | $4.1M |
| Embree Financial Group | 0.72% | Add +11.2% | 37,777 | $4.1M |
| Fiduciary Trust Co | 0.06% | Add +109.6% | 37,742 | $4.1M |
| W Advisors, LLC | 2.48% | Reduce -10.1% | 37,344 | $4.0M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Add +11.9% | 37,279 | $4.0M |
| Kickstand Ventures, Llc. | 1.02% | Add +6.8% | 37,151 | $4.0M |
| PFG Advisors | 0.25% | Add +45.1% | 36,836 | $4.0M |
| Diversify Advisory Services, LLC | 0.21% | Reduce -12.8% | 38,064 | $3.9M |
| Parkside Financial Bank & Trust | 0.55% | Add +2.9% | 36,378 | $3.9M |
| Centurion Wealth Management LLC | 1.25% | — | 36,352 | $3.9M |
| Empire Life Investments Inc. | 0.24% | Reduce -9.5% | 36,236 | $3.9M |
| Lantz Financial LLC | 1.06% | Add +0.3% | 36,214 | $3.9M |
| Alpha Financial Partners LLC | 2.77% | New | 36,020 | $3.9M |
| Ehrlich Financial Group | 2.77% | Add +6.5% | 36,020 | $3.9M |
| Omega Financial Group, LLC | 1.46% | Reduce -8.6% | 35,720 | $3.8M |
| Principal Securities, Inc. | 0.09% | Add +48.0% | 35,233 | $3.8M |
| My Legacy Advisors, LLC | 1.49% | Reduce -40.5% | 34,997 | $3.8M |
| Harbour Investments, Inc. | 0.11% | Reduce -6.8% | 34,699 | $3.7M |
| ShoreHaven Wealth Partners, LLC | 1.80% | Reduce -0.8% | 34,643 | $3.7M |
| IFP Advisors, Inc | 0.13% | Reduce -44.6% | 34,014 | $3.7M |
| Lansing Street Advisors | 1.33% | Add +4.8% | 33,615 | $3.6M |
| Patton Albertson Miller Group, LLC | 0.49% | Add +0.3% | 33,532 | $3.6M |
| Avestar Capital, LLC | 0.39% | Reduce -1.9% | 33,315 | $3.6M |
| Savant Capital, LLC | 0.03% | Reduce -5.2% | 33,279 | $3.6M |
| Breakwater Capital Group | 0.72% | Add +3.5% | 33,110 | $3.6M |
| Braun-Bostich & Associates Inc. | 2.47% | Reduce -4.7% | 32,855 | $3.5M |
| Beacon Bridge Wealth Partners, LLC | 1.51% | Add +70.8% | 32,633 | $3.5M |
| Quotient Wealth Partners, LLC | 0.11% | Reduce -5.5% | 32,380 | $3.5M |
| Geneos Wealth Management Inc. | 0.13% | Add +4.3% | 31,768 | $3.4M |
| Beam Wealth Advisors, Inc. | 1.03% | Add +10.4% | 31,506 | $3.4M |
| Signal Advisors Wealth, LLC | 0.49% | New | 31,468 | $3.4M |
| Ameritas Advisory Services, LLC | 0.15% | Reduce -30.0% | 31,446 | $3.4M |
| Clayton Financial Group LLC | 1.26% | Add +64.7% | 31,272 | $3.4M |
| American Financial & Tax Strategies Inc. | 1.70% | Reduce -0.3% | 31,157 | $3.4M |
| Twin Peaks Wealth Advisors, LLC | 1.54% | Add +13.8% | 31,052 | $3.3M |
| Affiance Financial, LLC | 0.80% | Reduce -5.5% | 30,802 | $3.3M |
| Disciplined Investments, LLC | 1.63% | Add +1.3% | 30,751 | $3.3M |
| Bison Wealth, LLC | 0.53% | Reduce -9.3% | 30,653 | $3.3M |
| Patten Group, Inc. | 0.73% | Add +5.4% | 30,587 | $3.3M |
| Dohj, LLC | 0.77% | Add +23.6% | 30,788 | $3.3M |
| Quadrant Private Wealth Management, LLC | 0.81% | Reduce -1.5% | 30,510 | $3.3M |
| Triad Wealth Partners, LLC | 1.73% | Add +15270.6% | 30,280 | $3.3M |
| Meeder Advisory Services, Inc. | 0.21% | Add +37.2% | 29,870 | $3.2M |
| Csenge Advisory Group | 0.16% | Add +0.6% | 29,767 | $3.2M |
| Angeles Investment Advisors, LLC | 0.16% | Add +7.3% | 29,300 | $3.2M |
| Hofer & Associates. Inc | 2.16% | Add +0.2% | 29,075 | $3.1M |
| Dominguez Wealth Management Solutions, Inc. | 2.26% | Reduce -5.8% | 29,021 | $3.1M |
| First American Trust, FSB | 0.31% | Add +17.9% | 28,821 | $3.1M |
| Avidian Wealth Enterprises, LLC | 0.14% | Reduce -11.2% | 28,677 | $3.1M |
| Kowal Investment Group, LLC | 0.57% | Add +0.6% | 28,555 | $3.1M |
| Lanark Financial, Inc. | 0.26% | Add +2.4% | 28,377 | $3.1M |
| Concorde Asset Management, LLC | 1.67% | Add +13.2% | 27,482 | $3.0M |
| Gateway Wealth Partners, LLC | 0.80% | Add +1.6% | 26,855 | $2.9M |
| J.W. Cole Advisors, Inc. | 0.12% | Reduce -2.5% | 26,854 | $2.9M |
| Navellier & Associates Inc. | 0.39% | No change | 26,633 | $2.9M |
| Theory Financial LLC | 1.26% | Add +0.7% | 28,420 | $2.9M |
| Vance Wealth, LLC | 1.08% | Reduce -5.9% | 26,426 | $2.8M |
| BlackDiamond Wealth Management, LLC | 1.71% | Reduce -0.2% | 28,449 | $2.8M |
| Maripau Wealth Management LLC | 2.44% | Reduce -12.7% | 26,176 | $2.8M |
| WealthPLAN Partners, LLC | 0.38% | Reduce -0.8% | 26,133 | $2.8M |
| Foundation Wealth Management, LLC | 2.12% | Reduce -5.3% | 26,007 | $2.8M |
| Cerro Pacific Wealth Advisors LLC | 1.05% | Add +2.9% | 27,130 | $2.8M |
| Kingswood Wealth Advisors, LLC | 0.20% | Add +110.0% | 25,666 | $2.8M |
| Transcend Capital Advisors, LLC | 0.18% | Reduce -13.0% | 25,392 | $2.7M |
| Global Retirement Partners, LLC | 0.08% | Reduce -20.3% | 25,353 | $2.7M |
| Berger Financial Group, Inc | 0.19% | Reduce -1.0% | 24,600 | $2.6M |
| Mechanics Bank Trust Department | 0.35% | Add +13.0% | 24,553 | $2.6M |
| Bush Investment Group, LLC | 2.10% | Add +3.1% | 24,359 | $2.6M |
| Ifrah Financial Services, Inc. | 0.70% | Add +0.4% | 23,982 | $2.6M |
| Market Street Wealth Management Advisors LLC | 0.42% | Reduce -0.3% | 23,934 | $2.6M |
| Copperleaf Capital, LLC | 1.92% | Add +6.3% | 23,305 | $2.5M |
| One Capital Management, LLC | 0.08% | Reduce -12.1% | 23,097 | $2.5M |
| Cahill Financial Advisors Inc. | 0.34% | Reduce -46.5% | 22,979 | $2.5M |
| IFG Advisory, LLC | 0.16% | Reduce -19.0% | 22,836 | $2.5M |
| Sowell Financial Services LLC | 0.11% | Reduce -13.2% | 22,392 | $2.4M |
| Venturi Wealth Management, LLC | 0.13% | Reduce -2.3% | 22,339 | $2.4M |
| First Commonwealth Financial Corp | 0.57% | Reduce -3.9% | 22,309 | $2.4M |
| RCS Financial Planning, LLC | 1.33% | Reduce -7.3% | 22,269 | $2.4M |
| Mather Group, Llc. | 0.03% | Add +16.0% | 22,269 | $2.4M |
| Ascent Group, LLC | 0.18% | Reduce -8.5% | 22,173 | $2.4M |
| Flagship Harbor Advisors, LLC | 0.13% | Reduce -4.0% | 22,079 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +28.5% | 21,747 | $2.3M |
| Vertex Planning Partners, LLC | 0.56% | Add +5.3% | 21,685 | $2.3M |
| Carnegie Investment Counsel | 0.07% | Reduce -10.8% | 21,601 | $2.3M |
| Napatree Capital LLC | 1.62% | Reduce -5.6% | 21,585 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Add +3.8% | 21,552 | $2.3M |
| First Foundation Advisors | 0.09% | Reduce -2.9% | 21,496 | $2.3M |
| Visionary Wealth Advisors | 0.14% | Add +2.6% | 21,270 | $2.3M |
| Cerity Partners LLC | 0.01% | Add +12.4% | 21,137 | $2.3M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +0.8% | 21,076 | $2.3M |
| Wambolt & Associates, LLC | 0.62% | Add +9.6% | 21,148 | $2.3M |
| HSBC Holdings PLC | 0.00% | Reduce -49.7% | 20,815 | $2.2M |
| Strata Wealth Advisors, LLC | 0.72% | Add +0.1% | 20,665 | $2.2M |
| Maxwell Wealth Strategies Inc. | 0.94% | Reduce -4.7% | 21,755 | $2.2M |
| Redwood Investment Management, LLC | 0.20% | Reduce -0.5% | 20,595 | $2.2M |
| Creative Financial Designs Inc. | 0.19% | Add +4.3% | 20,489 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +3.8% | 20,267 | $2.2M |
| Commonwealth Retirement Investments LLC | 0.91% | Reduce -0.8% | 20,185 | $2.2M |
| Trustmark Bank Trust Department | 0.16% | No change | 20,052 | $2.2M |
| Cyndeo Wealth Partners, LLC | 0.15% | Reduce -15.1% | 19,949 | $2.1M |
| WR Wealth Planners, LLC | 0.59% | Add +27.6% | 19,775 | $2.1M |
| Strategic Equity Management | 1.00% | Add +58.1% | 19,551 | $2.1M |
| Sagace Wealth Management LLC | 1.63% | Add +28.6% | 19,750 | $2.1M |
| Spire Wealth Management | 0.07% | Reduce -2.9% | 19,501 | $2.1M |
| Cannon Financial Strategists, Inc. | 0.36% | Reduce -1.9% | 19,028 | $2.0M |
| Interchange Capital Partners, LLC | 0.72% | Reduce -6.0% | 18,804 | $2.0M |
| Silver Oak Securities, Incorporated | 0.21% | Reduce -1.4% | 18,462 | $2.0M |
| Clearview Wealth Advisors LLC | 1.53% | Add +54.6% | 18,457 | $2.0M |
| Turtle Creek Wealth Advisors, LLC | 0.39% | Reduce -0.0% | 18,016 | $1.9M |
| Wealthgarden F.S. LLC | 1.84% | Reduce -10.4% | 17,608 | $1.9M |
| TD Private Client Wealth LLC | 0.05% | Add +61.3% | 17,579 | $1.9M |
| Benjamin Edwards Inc. | 0.03% | New | 17,576 | $1.9M |
| ARK & TLK Investments, LLC | 0.66% | Reduce -0.5% | 17,345 | $1.9M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.45% | No change | 17,200 | $1.9M |
| Hutchens & Kramer Investment Management Group, LLC | 1.03% | Add +16.2% | 17,317 | $1.9M |
| Sovereign Financial Group, Inc. | 0.43% | Reduce -3.7% | 16,978 | $1.8M |
| Paces Ferry Wealth Advisors, LLC | 1.04% | Add +0.0% | 16,827 | $1.8M |
| Mgo One Seven LLC | 0.08% | Add +0.9% | 16,783 | $1.8M |
| FWG Investments, LLC. | 1.56% | Add +1.3% | 16,774 | $1.8M |
| Sutton Place Investors LLC | 1.10% | Reduce -1.9% | 16,731 | $1.8M |
| Sigma Planning Corp | 0.05% | Add +4.9% | 16,326 | $1.8M |
| BCU Wealth Advisors, LLC | 1.03% | Add +2.5% | 16,037 | $1.7M |
| TRUE Private Wealth Advisors | 0.20% | Reduce -9.2% | 15,885 | $1.7M |
| Centaurus Financial, Inc. | 0.11% | Add +28.9% | 15,793 | $1.7M |
| OMNI 360 Wealth, Inc. | 1.16% | Add +5.9% | 15,736 | $1.7M |
| LVW Advisors, LLC | 0.21% | Reduce -4.6% | 15,393 | $1.7M |
| Paladin Advisory Group, LLC | 1.22% | Reduce -13.2% | 15,352 | $1.7M |
| Fullcircle Wealth LLC | 0.74% | Reduce -12.8% | 15,893 | $1.6M |
| Financial Counselors Inc. | 0.02% | Add +8.9% | 15,163 | $1.6M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -6.1% | 15,104 | $1.6M |
| Modern Wealth Management, LLC | 0.10% | Add +16.3% | 14,991 | $1.6M |
| Emergent Wealth Advisors, LLC | 1.19% | Add +54.3% | 14,923 | $1.6M |
| Advisors Capital Management, LLC | 0.03% | Add +6.1% | 14,890 | $1.6M |
| Seneca Financial Advisors LLC | 0.77% | No change | 14,680 | $1.6M |
| Elios Financial Group Inc. | 0.73% | — | 14,624 | $1.6M |
| Merkkuri Wealth Advisors LLC | 1.24% | Reduce -1.0% | 14,589 | $1.6M |
| World Investment Advisors | 0.05% | Reduce -2.8% | 14,454 | $1.6M |
| Penobscot Investment Management Company, Inc. | 0.14% | Reduce -4.9% | 14,445 | $1.6M |
| Stock Yards Bank & Trust Co. | 0.05% | Reduce -71.6% | 14,408 | $1.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.21% | Reduce -12.7% | 14,235 | $1.5M |
| Keystone Wealth Services, LLC | 0.42% | Add +2.8% | 14,200 | $1.5M |
| Keel Point, LLC | 0.12% | Reduce -0.1% | 13,849 | $1.5M |
| Moneywise, Inc. | 0.73% | Add +94.5% | 13,790 | $1.5M |
| Diversified, LLC | 0.16% | Add +0.9% | 13,773 | $1.5M |
| Diversified Enterprises, LLC | 0.16% | — | 13,773 | $1.5M |
| Shum Financial Group, Inc. | 1.24% | — | 14,512 | $1.5M |
| Ironwood Investment Counsel, LLC | 0.25% | Add +0.4% | 13,727 | $1.5M |
| Unique Wealth, LLC | 0.34% | New | 13,691 | $1.5M |
| Total Wealth Planning, LLC | 0.23% | Reduce -9.9% | 13,522 | $1.5M |
| Hardy Reed LLC | 0.13% | No change | 13,470 | $1.5M |
| LifePlan Investment Advisors, Inc. | 0.92% | Add +5.3% | 13,407 | $1.4M |
| SCS Capital Management LLC | 0.03% | Add +13.2% | 13,369 | $1.4M |
| Provident Wealth Management, LLC | 0.49% | Reduce -2.6% | 13,255 | $1.4M |
| Mendel Capital Management LLC | 0.87% | Add +15.6% | 13,160 | $1.4M |
| Pachira Investments Inc. | 1.09% | Add +162.3% | 13,157 | $1.4M |
| Raleigh Capital Management Inc. | 0.54% | Reduce -7.3% | 13,085 | $1.4M |
| First Heartland Consultants, Inc. | 0.15% | Add +14.8% | 13,031 | $1.4M |
| SOL Capital Management CO | 0.16% | No change | 12,990 | $1.4M |
| Allegheny Financial Group | 0.34% | Add +12.8% | 12,872 | $1.4M |
| Citizens Financial Group Inc. | 0.03% | Reduce -2.0% | 12,749 | $1.4M |
| AMG National Trust Bank | 0.04% | Reduce -25.3% | 12,481 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Add +4.9% | 12,395 | $1.3M |
| Evoke Wealth, LLC | 0.04% | New | 12,381 | $1.3M |
| Milestone Investment Advisors LLC | 0.37% | No change | 12,170 | $1.3M |
| Arcadia Wealth Management, LLC | 0.68% | Add +8.7% | 12,077 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -67.3% | 12,000 | $1.3M |
| Larson Financial Group LLC | 0.07% | Reduce -5.0% | 11,864 | $1.3M |
| Nwam LLC | 0.08% | New | 11,805 | $1.3M |
| Wilmington Savings Fund Society, FSB | 0.02% | New | 11,747 | $1.3M |
| Aspire Private Capital, LLC | 0.30% | Reduce -0.4% | 11,727 | $1.3M |
| Duncan Williams Asset Management, LLC | 0.69% | New | 11,702 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +5.0% | 11,666 | $1.3M |
| Cardiff Park Advisors, LLC | 0.11% | No change | 11,460 | $1.2M |
| Valeo Financial Advisors, LLC | 0.04% | Reduce -4.0% | 11,445 | $1.2M |
| Peninsula Wealth, LLC | 0.21% | Add +14.9% | 11,802 | $1.2M |
| Institute for Wealth Management, LLC. | 0.15% | Add +5.0% | 11,390 | $1.2M |
| Raymond James Trust N.A. | 0.03% | Add +1.6% | 11,382 | $1.2M |
| Tempus Wealth Planning, LLC | 0.45% | Add +16.8% | 11,345 | $1.2M |
| Aspire Wealth Management Corp | 0.64% | Reduce -8.0% | 11,051 | $1.2M |
| BTC Capital Management, Inc. | 0.11% | No change | 11,025 | $1.2M |
| Mainstream Capital Management LLC | 1.00% | — | 10,937 | $1.2M |
| Verdence Capital Advisors LLC | 0.09% | Reduce -0.8% | 10,736 | $1.2M |
| AQR Capital Management | 0.00% | New | 10,734 | $1.2M |
| Evercore Wealth Management, LLC | 0.02% | Reduce -3.7% | 10,600 | $1.1M |
| Valley National Advisers Inc. | 0.21% | Reduce -29.1% | 10,564 | $1.1M |
| Cooper Financial Group | 0.15% | Add +21.8% | 10,488 | $1.1M |
| BIP Wealth, LLC | 0.08% | Reduce -1.1% | 10,439 | $1.1M |
| Pinnacle Associates Ltd. | 0.02% | Add +2.7% | 11,586 | $1.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.24% | Reduce -0.7% | 10,407 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Add +230.8% | 10,350 | $1.1M |
| Beacon Financial Advisory LLC | 0.38% | Add +2.4% | 10,262 | $1.1M |
| Keybank National Association | 0.00% | Add +0.5% | 10,178 | $1.1M |
| Arkadios Wealth Advisors | 0.06% | Reduce -4.2% | 10,154 | $1.1M |
| Private Trust Co. NA | 0.11% | Reduce -6.9% | 10,147 | $1.1M |
| Jacobi Capital Management LLC | 0.08% | Add +128.6% | 9,911 | $1.1M |
| Addison Capital Co | 0.43% | Add +16.6% | 9,864 | $1.1M |
| Citadel Advisors | 0.00% | Add +57.7% | 9,857 | $1.1M |
| Canopy Partners, LLC | 0.46% | No change | 9,851 | $1.1M |
| Optivise Advisory Services LLC | 0.56% | Add +11.9% | 9,815 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.5% | 9,756 | $1.1M |
| Dentgroup LLC | 0.78% | Reduce -4.0% | 9,745 | $1.0M |
| Stone Summit Wealth LLC | 0.34% | Add +13.7% | 9,692 | $1.0M |
| American State Bank (Iowa) | 0.63% | No change | 9,667 | $1.0M |
| Cibc World Market Inc. | 0.00% | Add +5.9% | 9,560 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Add +5.4% | 9,539 | $1.0M |
| Cook Wealth, LLC | 0.50% | Reduce -1.6% | 9,851 | $1.0M |
| Ieq Capital, LLC | 0.01% | No change | 9,293 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +9.8% | 9,276 | $999K |
| VestGen Investment Management | 0.28% | Reduce -7.6% | 9,239 | $995K |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -26.1% | 9,212 | $992K |
| Absolute Capital Management, LLC | 0.59% | Reduce -10.4% | 9,173 | $988K |
| Catalina Capital Group, LLC | 0.33% | Reduce -7.0% | 9,162 | $986K |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -6.7% | 9,116 | $981K |
| Ritter Daniher Financial Advisory LLC / DE | 0.28% | Add +3.8% | 9,055 | $975K |
| Latitude Advisors, LLC | 0.55% | Add +30.5% | 9,045 | $974K |
| 1834 Investment Advisors Co. | 0.11% | Reduce -10.7% | 8,808 | $948K |
| Lifeworks Advisors, LLC | 0.19% | Add +5.9% | 8,781 | $945K |
| James J. Burns & Company, LLC | 0.17% | Reduce -0.2% | 8,782 | $945K |
| NorthCoast Asset Management LLC | 0.01% | Add +74.2% | 13,682 | $938K |
| Cypress Capital Group | 0.11% | No change | 8,715 | $938K |
| Horan Securities, Inc. | 0.36% | Add +0.2% | 8,701 | $937K |
| Meridian Wealth Management, LLC | 0.05% | New | 8,677 | $934K |
| Two West Capital Advisors LLC | 0.74% | Reduce -6.7% | 8,528 | $918K |
| Luts & Greenleigh Group, Inc. | 0.88% | Add +1.8% | 8,489 | $914K |
| Calydon Capital | 0.15% | No change | 8,867 | $907K |
| Armstrong, Fleming & Moore, Inc | 0.53% | No change | 8,371 | $901K |
| Compound Planning, Inc. | 0.06% | Reduce -25.2% | 8,295 | $893K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -10.1% | 8,268 | $890K |
| Collective Family Office LLC | 0.24% | Reduce -2.9% | 8,255 | $889K |
| First Citizens Financial Corp | 0.47% | Add +2.5% | 8,248 | $888K |
| LMCG Investments, LLC | 0.05% | Add +6.9% | 8,246 | $888K |
| Vantage Financial Partners, LLC | 0.22% | Add +20.1% | 8,151 | $877K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -0.5% | 8,125 | $875K |
| Mycio Wealth Partners, LLC | 0.20% | No change | 8,101 | $872K |
| Quadcap Wealth Management, LLC | 0.14% | Reduce -6.4% | 8,055 | $867K |
| Palisade Asset Management, LLC | 0.08% | No change | 8,032 | $865K |
| Evensky & Katz LLC | 0.06% | Reduce -1.8% | 8,013 | $863K |
| Watchman Group, Inc. | 0.22% | Add +4.3% | 7,959 | $857K |
| UNIVEST FINANCIAL Corp | 0.06% | New | 7,943 | $855K |
| Maiden Cove Capital, LLC | 1.31% | Add +8.8% | 7,814 | $841K |
| Wescott Financial Advisory Group, LLC | 0.09% | Add +12.2% | 7,784 | $838K |
| Synovus Financial Corp. | 0.01% | Reduce -0.1% | 7,741 | $833K |
| DGS Capital Management, LLC | 0.23% | Reduce -7.3% | 7,716 | $831K |
| RDA Financial Network | 0.26% | Add +10.4% | 7,676 | $826K |
| Mission Wealth Management, LP | 0.02% | Reduce -1.3% | 7,536 | $811K |
| Lloyd Advisory Services, LLC. | 0.39% | Reduce -7.9% | 7,485 | $806K |
| Sax Wealth Advisors, LLC | 0.07% | Add +26.1% | 7,486 | $806K |
| Peterson Financial Group, Inc. | 3.10% | Reduce -7.2% | 7,479 | $805K |
| Parallel Advisors, LLC | 0.02% | Add +10.0% | 7,445 | $802K |
| Oxford Financial Group, LTD. LLC | 0.05% | No change | 7,426 | $799K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -1.6% | 7,298 | $786K |
| Cornerstone Wealth Advisors, Inc. | 0.22% | Reduce -0.8% | 7,275 | $783K |
| Macroview Investment Management LLC | 0.76% | Reduce -9.7% | 7,227 | $778K |
| Canvas Wealth Advisors, LLC | 0.21% | Add +4.0% | 7,208 | $776K |
| Noble Family Wealth, LLC | 0.21% | No change | 7,160 | $771K |
| Accelerate Investment Advisors LLC | 0.75% | — | 7,130 | $768K |
| Semmax Financial Advisors Inc. | 0.21% | Reduce -3.1% | 7,660 | $764K |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -6.4% | 7,435 | $759K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | No change | 6,997 | $753K |
| Schneider Downs Wealth Management Advisors, LP | 0.15% | No change | 6,984 | $752K |
| Resurgent Financial Advisors LLC | 0.44% | Reduce -10.2% | 6,911 | $744K |
| James Investment Research, Inc. | 0.09% | Add +2.4% | 6,906 | $743K |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -29.2% | 6,898 | $743K |
| Sage Financial Group Inc. | 0.06% | Reduce -1.4% | 6,881 | $741K |
| Beacon Financial Group | 0.08% | Reduce -8.8% | 6,866 | $739K |
| Legacy Edge Advisors, LLC | 0.12% | Reduce -14.3% | 6,700 | $721K |
| LexAurum Advisors, LLC | 0.16% | Add +0.1% | 6,688 | $720K |
| Conning Inc. | 0.02% | Reduce -43.0% | 6,685 | $720K |
| Diversified Trust Co. | 0.02% | Add +7.2% | 6,633 | $714K |
| Independent Financial Group, LLC | 0.03% | Reduce -16.2% | 6,597 | $710K |
| Wedbush Securities Inc. | 0.03% | Add +12.8% | 6,508 | $701K |
| Midwest Heritage Bank, FSB | 0.33% | Add +3.9% | 6,510 | $701K |
| HRC Wealth Management, LLC | 0.45% | No change | 6,462 | $696K |
| Bridges Investment Management Inc. | 0.01% | No change | 6,440 | $693K |
| Elevated Capital Advisors, LLC | 0.18% | New | 6,436 | $693K |
| WASHINGTON TRUST Co | 0.02% | Reduce -39.7% | 6,386 | $687K |
| Wealthfront Advisers LLC | 0.00% | Add +3.4% | 6,355 | $684K |
| Alterna Wealth Management, Inc. | 0.61% | Reduce -19.4% | 6,319 | $680K |
| Morris Financial Concepts, Inc. | 0.29% | Add +77.6% | 6,314 | $680K |
| GeoWealth Management, LLC | 0.02% | Add +15.9% | 6,312 | $679K |
| Advisory Alpha, LLC | 0.02% | Reduce -2.0% | 6,307 | $679K |
| Semus Wealth Partners LLC | 0.46% | Add +18.7% | 6,159 | $663K |
| Sound Income Strategies, LLC | 0.04% | Add +5.0% | 6,123 | $659K |
| Integrated Advisors Network LLC | 0.03% | Add +33.2% | 6,034 | $650K |
| RHS Financial, LLC | 0.33% | New | 6,028 | $649K |
| Choate Investment Advisors | 0.02% | No change | 6,025 | $649K |
| Montecito Bank & Trust | 0.11% | Add +8.9% | 6,003 | $646K |
| Betterment LLC | 0.00% | Add +1.0% | 5,951 | $641K |
| Net Worth Advisory Group | 0.19% | — | 5,890 | $634K |
| MSH Capital Advisors LLC | 0.19% | Add +43.8% | 5,884 | $633K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -8.3% | 5,926 | $631K |
| LGT Financial Advisors LLC | 1.55% | Reduce -2.4% | 5,846 | $629K |
| MIdWestOne Financial Group, Inc. | 0.09% | Add +5.2% | 5,844 | $629K |
| Harbour Capital Advisors, LLC | 0.14% | No change | 5,906 | $626K |
| Associated Banc-Corp | 0.02% | Add +9.0% | 5,747 | $619K |
| Lantern Wealth Advisors, LLC | 0.42% | Add +105.6% | 5,621 | $605K |
| 9258 Wealth Management, LLC | 0.09% | Reduce -0.1% | 5,508 | $593K |
| Vermillion & White Wealth Management Group, LLC | 0.44% | Reduce -0.1% | 5,507 | $593K |
| StoneX Group Inc. | 0.04% | Reduce -2.9% | 5,505 | $593K |
| Washington Trust Bank | 0.06% | Reduce -0.1% | 5,504 | $593K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -47.8% | 5,497 | $592K |
| Magnus Financial Group LLC | 0.06% | Add +5.5% | 5,481 | $590K |
| SGL Investment Advisors, Inc. | 0.31% | — | 5,935 | $587K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -42.5% | 5,703 | $585K |
| Sheets Smith Wealth Management | 0.07% | Reduce -0.2% | 5,423 | $584K |
| JT Stratford LLC | 0.10% | Reduce -11.8% | 5,386 | $580K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -3.3% | 5,382 | $579K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 5,373 | $578K |
| Trust Point Inc. | 0.04% | Add +2.8% | 5,362 | $577K |
| Pinnacle Family Advisors, LLC | 0.30% | Add +39.0% | 5,356 | $577K |
| Alerus Financial NA | 0.04% | No change | 5,300 | $571K |
| Sachetta, LLC | 0.22% | No change | 5,217 | $562K |
| DAVENPORT & Co LLC | 0.00% | Add +1.9% | 5,180 | $558K |
| NewEdge Wealth, LLC | 0.01% | Reduce -11.9% | 5,143 | $554K |
| Independence Bank of Kentucky | 0.12% | Reduce -13.5% | 5,109 | $550K |
| FineMark National Bank & Trust | 0.02% | No change | 5,108 | $550K |
| Gables Capital Management Inc. | 0.27% | No change | 5,007 | $539K |
| Rockland Trust Co. | 0.03% | No change | 4,992 | $537K |
| Boston Financial Mangement LLC | 0.02% | Reduce -0.0% | 4,981 | $536K |
| Fulcrum Equity Management | 0.45% | Reduce -15.1% | 4,981 | $536K |
| Moneco Advisors, LLC | 0.07% | Reduce -0.5% | 4,976 | $536K |
| GYL Financial Synergies, LLC | 0.04% | Reduce -0.5% | 4,880 | $525K |
| World Equity Group, Inc. | 0.19% | Add +1.5% | 4,816 | $519K |
| Rosenberg Matthew Hamilton | 0.13% | Reduce -4.0% | 4,785 | $515K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -53.9% | 4,676 | $503K |
| Rappaport Reiches Capital Management, LLC | 0.13% | No change | 4,673 | $503K |
| Strategic Financial Concepts, LLC | 0.16% | Reduce -99.0% | 4,671 | $503K |
| FSC Wealth Advisors, LLC | 0.36% | Add +27.0% | 4,632 | $499K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -11.0% | 4,591 | $494K |
| MAI Capital Management | 0.00% | Add +5.6% | 4,570 | $492K |
| Athena Investment Management | 0.28% | No change | 4,537 | $488K |
| Prospera Financial Services Inc | 0.01% | Add +1.0% | 4,468 | $482K |
| Oliver Lagore Vanvalin Investment Group | 0.13% | Reduce -19.6% | 4,451 | $479K |
| Sound Financial Strategies Group, LLC | 0.38% | Reduce -0.6% | 4,441 | $478K |
| Summit Financial, LLC | 0.02% | Reduce -0.1% | 4,439 | $478K |
| Quartz Partners, LLC | 0.30% | — | 4,409 | $475K |
| QRG Capital Management, Inc. | 0.01% | Add +23.3% | 4,407 | $474K |
| REAP Financial Group, LLC | 0.12% | Reduce -28.2% | 4,393 | $473K |
| Leisure Capital Management | 0.20% | Reduce -2.9% | 4,388 | $472K |
| B.O.S.S. Retirement Advisors, LLC | 0.09% | Add +55.0% | 4,377 | $471K |
| Kelly Financial Services LLC | 0.17% | Reduce -4.6% | 4,374 | $471K |
| Montag & Caldwell, LLC | 0.09% | Reduce -1.2% | 4,339 | $467K |
| Personal Cfo Solutions, LLC | 0.07% | Reduce -28.7% | 4,333 | $466K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +14.5% | 4,299 | $463K |
| Pinion Investment Advisors, LLC | 0.19% | New | 4,291 | $462K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -7.4% | 4,285 | $461K |
| Fermata Advisors, LLC | 0.09% | Add +5.0% | 4,258 | $458K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -4.8% | 4,209 | $453K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -3.7% | 4,203 | $453K |
| Fiducient Advisors LLC | 0.05% | Reduce -59.9% | 4,194 | $452K |
| Wolff Financial Management LLC | 0.12% | New | 4,185 | $451K |
| Bogart Wealth, LLC | 0.02% | Reduce -2.1% | 4,170 | $449K |
| Flputnam Investment Management Co. | 0.01% | No change | 4,163 | $448K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -1.8% | 4,157 | $448K |
| Herold Advisors, Inc. | 0.10% | New | 4,155 | $447K |
| Continuum Advisory, LLC | 0.06% | Add +12.2% | 4,506 | $446K |
| Highland Capital Management, LLC | 0.03% | No change | 4,123 | $444K |
| Balentine LLC | 0.02% | Add +235.8% | 4,097 | $441K |
| Flagstar Securities, Inc. | 0.11% | Reduce -5.3% | 4,095 | $441K |
| CGN Advisors LLC | 0.04% | Add +20.6% | 4,093 | $441K |
| Doliver Advisors, LP | 0.12% | Reduce -3.7% | 4,015 | $432K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | Add +62.6% | 3,961 | $426K |
| Ledyard National Bank | 0.04% | Add +6.7% | 3,930 | $423K |
| TrueWealth Advisors, LLC | 0.14% | Reduce -20.7% | 3,902 | $420K |
| Beverly Hills Private Wealth, LLC | 0.09% | Reduce -29.3% | 3,894 | $419K |
| Hilltop National Bank | 0.13% | No change | 3,875 | $417K |
| UMB Bank, n.a. | 0.01% | Add +1.4% | 3,860 | $416K |
| MainStreet Investment Advisors LLC | 0.06% | Reduce -44.1% | 3,848 | $414K |
| Western Financial Corp | 0.23% | Reduce -6.5% | 3,840 | $413K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -4.5% | 3,826 | $412K |
| Fisher Asset Management | 0.00% | Reduce -36.4% | 3,822 | $412K |
| Haverford Trust Co | 0.00% | No change | 3,797 | $409K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -10.1% | 3,787 | $408K |
| Hobart Private Capital, LLC | 0.10% | Add +1.0% | 3,781 | $407K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -67.7% | 3,768 | $406K |
| Urban Financial Advisory Corp | 0.22% | No change | 3,765 | $405K |
| Droms Strauss Advisors Inc. /Mo/ | 0.14% | Add +3.1% | 3,729 | $401K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 3,697 | $398K |
| Financial Perspectives, Inc | 0.14% | Reduce -4.0% | 3,693 | $398K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -28.4% | 3,691 | $397K |
| Beacon Financial Planning, Inc. | 0.25% | Add +85.2% | 3,690 | $397K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -2.9% | 3,671 | $395K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -8.4% | 3,643 | $392K |
| TD Capital Management LLC | 0.04% | No change | 3,625 | $390K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +2.7% | 3,615 | $389K |
| Aspire Capital Advisors LLC | 0.12% | No change | 3,590 | $386K |
| Fifth Third Securities, Inc. | 0.04% | No change | 3,506 | $377K |
| Fidelis Capital Partners, LLC | 0.04% | No change | 3,687 | $377K |
| Accurate Wealth Management, LLC | 0.08% | New | 3,585 | $374K |
| Northeast Financial Consultants Inc | 0.02% | No change | 3,463 | $373K |
| Able Wealth Management LLC | 0.28% | Reduce -30.6% | 3,454 | $372K |
| Evanson Asset Management, LLC | 0.03% | No change | 3,428 | $369K |
| Voisard Asset Management Group, Inc. | 0.15% | New | 3,413 | $367K |
| Heritage Family Offices, LLP | 0.19% | Add +12.6% | 3,407 | $367K |
| Connecticut Wealth Management, LLC | 0.02% | Add +3.5% | 3,395 | $365K |
| New Republic Capital, LLC | 0.21% | Reduce -8.0% | 3,327 | $358K |
| Kovack Advisors, Inc. | 0.04% | Add +40.1% | 3,324 | $358K |
| Freedom Investment Management, Inc. | 0.03% | Add +1.5% | 3,315 | $357K |
| FinTrust Capital Advisors, LLC | 0.06% | Reduce -16.4% | 3,294 | $355K |
| Westfuller Advisors, LLC | 0.25% | — | 3,292 | $354K |
| Bristlecone Advisors, LLC | 0.03% | No change | 3,287 | $354K |
| Laurel Wealth Advisors LLC | 0.06% | No change | 3,269 | $352K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -35.4% | 3,260 | $351K |
| Tranquility Partners, LLC | 0.13% | Reduce -18.1% | 3,229 | $348K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 3,190 | $343K |
| Aprio Wealth Management, LLC | 0.05% | Reduce -4.1% | 3,183 | $343K |
| FLC Capital Advisors | 0.08% | No change | 3,152 | $339K |
| Allworth Financial LP | 0.00% | Reduce -43.0% | 3,092 | $333K |
| FSA Advisors, Inc. | 0.33% | Add +62.2% | 3,234 | $332K |
| Stephens Inc. | 0.00% | Reduce -1.8% | 3,064 | $330K |
| Global Wealth Strategies & Associates | 0.11% | Reduce -4.7% | 3,004 | $323K |
| Wrapmanager Inc. | 0.08% | Reduce -9.8% | 2,989 | $322K |
| Argent Trust Co | 0.01% | Add +6.3% | 2,981 | $321K |
| Boston Mountain Money Management Inc. | 0.18% | New | 2,916 | $314K |
| Modera Wealth Management, LLC | 0.00% | New | 2,911 | $313K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +3.4% | 2,906 | $313K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 2,897 | $312K |
| Cape Investment Advisory, Inc. | 0.13% | Add +87.9% | 2,881 | $310K |
| GGM Financial LLC | 0.27% | No change | 2,862 | $308K |
| Family Firm, Inc. | 0.07% | No change | 2,835 | $305K |
| Community Financial Services Group, LLC | 0.06% | Reduce -14.5% | 2,832 | $305K |
| Lion Street Advisors, LLC | 0.11% | Add +29.6% | 2,806 | $302K |
| Essex Bank | 0.08% | Reduce -3.5% | 2,796 | $301K |
| Stephen J. Garry & Associates, LLC | 0.28% | Reduce -0.7% | 2,765 | $298K |
| Madison Wealth Partners, Inc | 0.09% | No change | 2,750 | $296K |
| Weinberger Asset Management, Inc | 0.13% | Reduce -12.7% | 2,734 | $294K |
| West Coast Financial LLC | 0.03% | Add +10.0% | 2,667 | $287K |
| Atlas Private Wealth Advisors | 0.04% | Add +0.1% | 2,643 | $285K |
| Goldstein Advisors, LLC | 0.04% | Add +1.9% | 2,616 | $282K |
| Empirical Asset Management, LLC | 0.10% | Reduce -3.8% | 2,611 | $281K |
| Cortland Associates Inc. | 0.03% | No change | 2,614 | $281K |
| Wedmont Private Capital | 0.02% | No change | 2,654 | $280K |
| Cornerstone Planning Group LLC | 0.07% | Reduce -21.8% | 2,713 | $279K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 2,590 | $279K |
| Legacy Wealth Asset Management, LLC | 0.07% | No change | 2,587 | $278K |
| Rothschild Wealth LLC | 0.08% | Reduce -91.0% | 8,386 | $276K |
| Orin Green Financial, LLC | 0.12% | No change | 2,560 | $276K |
| Alpine Bank Wealth Management | 0.04% | — | 2,560 | $276K |
| Financial Advocates Investment Management | 0.02% | Reduce -84.6% | 2,609 | $274K |
| Altfest L J & Co. Inc. | 0.04% | No change | 2,538 | $273K |
| Keystone Financial Group | 0.04% | New | 2,525 | $272K |
| Clarius Group, LLC | 0.02% | No change | 2,505 | $270K |
| TAP Consulting, LLC | 0.05% | Reduce -17.3% | 2,498 | $269K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,491 | $268K |
| ERn Financial, LLC | 0.04% | Add +0.7% | 2,479 | $267K |
| Synergy Financial Group, LTD | 0.25% | No change | 2,473 | $266K |
| Rothschild Investment LLC | 0.02% | No change | 2,456 | $264K |
| Miller Investment Management, LP | 0.03% | No change | 2,455 | $264K |
| Financial Partners Group, Inc | 0.04% | Reduce -3.5% | 2,447 | $263K |
| My Personal CFO, LLC | 0.14% | No change | 2,447 | $263K |
| Lokken Investment Group LLC | 0.11% | Reduce -15.5% | 2,434 | $262K |
| Fonville Wealth Management LLC | 0.09% | Reduce -8.7% | 2,419 | $260K |
| Uptick Partners, LLC | 0.11% | New | 2,395 | $258K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -5.3% | 2,358 | $254K |
| Oakworth Capital, Inc. | 0.02% | Reduce -7.5% | 2,355 | $254K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,355 | $254K |
| Faithward Advisors, LLC | 0.04% | New | 2,332 | $251K |
| Brass Tax Wealth Management, Inc. | 0.05% | New | 2,328 | $251K |
| Means Investment Co., Inc. | 0.03% | No change | 2,323 | $250K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.10% | Add +30.3% | 2,321 | $250K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +1.3% | 2,318 | $249K |
| Fifth Third Bancorp | 0.00% | Add +201.6% | 2,307 | $248K |
| Avaii Wealth Management, LLC | 0.12% | Reduce -0.3% | 2,291 | $247K |
| Wesbanco Bank Inc. | 0.01% | Reduce -3.5% | 2,289 | $246K |
| McGlone Suttner Wealth Management, Inc. | 0.05% | Reduce -51.3% | 2,275 | $245K |
| Rollins Financial Advisors, LLC | 0.04% | Reduce -2.2% | 2,270 | $244K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -7.5% | 2,258 | $243K |
| Shufro Rose & Co. LLC | 0.02% | No change | 2,356 | $241K |
| Eagle Strategies LLC | 0.04% | Add +0.4% | 2,235 | $241K |
| Taylor & Morgan Wealth Management, LLC | 0.16% | No change | 2,234 | $241K |
| HUB Investment Partners, LLC | 0.01% | No change | 2,218 | $239K |
| Stage Harbor Financial, LLC | 0.21% | No change | 2,217 | $235K |
| White Lighthouse Investment Management Inc. | 0.04% | Add +0.4% | 2,178 | $234K |
| Regions Financial Corp. | 0.00% | New | 2,161 | $233K |
| Delta Investment Management, LLC | 0.05% | Reduce -0.1% | 2,155 | $232K |
| Neumann Capital Management, LLC | 0.08% | No change | 2,125 | $229K |
| CRA Financial Services, LLC | 0.04% | Reduce -6.2% | 2,125 | $229K |
| Fortis Capital Advisors, LLC | 0.08% | New | 2,123 | $229K |
| Belpointe Asset Management LLC | 0.01% | Reduce -66.4% | 2,123 | $229K |
| SMART Wealth LLC | 0.09% | New | 2,118 | $228K |
| Baker Tilly Wealth Management, LLC | 0.10% | Reduce -21.3% | 2,103 | $226K |
| Catalyst Financial Partners LLC | 0.04% | New | 2,089 | $225K |
| FF Advisors,LLC | 0.15% | No change | 2,100 | $224K |
| W.H. Cornerstone Investments Inc. | 0.15% | Reduce -67.9% | 2,070 | $223K |
| Arcadia Investment Advisors LLC | 0.12% | No change | 2,040 | $220K |
| BSW Wealth Partners | 0.03% | No change | 2,035 | $219K |
| Level Four Advisory Services, LLC | 0.01% | New | 2,149 | $217K |
| Lido Advisors, LLC | 0.00% | Reduce -4.4% | 1,995 | $215K |
| Vanguard Group Inc. | 0.00% | New | 1,989 | $214K |
| Global Financial Private Client, LLC | 0.08% | Reduce -10.4% | 1,986 | $214K |
| Scotia Capital Inc. | 0.00% | No change | 1,986 | $214K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 1,981 | $213K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 1,967 | $212K |
| Axim Planning & Wealth | 0.24% | New | 1,943 | $209K |
| Newport Capital Group, LLC | 0.15% | New | 1,943 | $209K |
| Canandaigua National Bank & Trust Co. | 0.02% | New | 1,940 | $209K |
| Marino, Stram & Associates LLC | 0.05% | New | 1,922 | $207K |
| Hudson Portfolio Management LLC | 0.20% | — | 1,915 | $206K |
| Criterion Capital Advisors, LLC | 0.13% | No change | 2,012 | $206K |
| Shira Ridge Wealth Management | 0.10% | New | 1,906 | $205K |
| Aspiriant, LLC | 0.01% | New | 1,904 | $205K |
| NorthLanding Financial Partners, LLC | 0.20% | New | 1,900 | $205K |
| First Financial Corp. | 0.10% | Reduce -15.1% | 1,861 | $200K |
| Walkner Condon Financial Advisors LLC | 0.04% | New | 1,859 | $200K |
| Provenance Wealth Advisors, LLC | 0.02% | Reduce -16.6% | 1,783 | $192K |
| Founders Financial Alliance, LLC | 0.05% | Add +2.0% | 1,774 | $191K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -30.9% | 1,769 | $191K |
| Pineridge Advisors LLC | 0.07% | Reduce -2.7% | 1,672 | $180K |
| Ascentis Wealth Management, LLC | 0.07% | — | 1,663 | $179K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,636 | $176K |
| Glass Jacobson Investment Advisors llc | 0.06% | Reduce -2.0% | 1,630 | $175K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,574 | $169K |
| Matrix Private Capital Group LLC | 0.10% | Add +6.8% | 1,560 | $168K |
| Arlington Trust Co LLC | 0.04% | No change | 1,553 | $167K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Reduce -0.3% | 1,555 | $167K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -27.1% | 1,500 | $161K |
| Addison Advisors LLC | 0.04% | Reduce -3.8% | 1,398 | $150K |
| Webster Bank, N. A. | 0.01% | No change | 1,295 | $139K |
| Bessemer Group Inc. | 0.00% | No change | 1,242 | $133K |
| Zions Bancorporation, N.A. | 0.01% | No change | 1,212 | $130K |
| Authentikos Wealth Advisory, LLC | 0.12% | New | 1,181 | $127K |
| Logan Capital Management Inc. | 0.00% | No change | 1,110 | $119K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,074 | $116K |
| Financial Gravity Companies, Inc. | 0.03% | — | 1,069 | $115K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 1,060 | $114K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,030 | $111K |
| Beacon Capital Management, LLC | 0.02% | Add +49.4% | 1,022 | $110K |
| Angeles Wealth Management, LLC | 0.01% | No change | 972 | $105K |
| Peterson Wealth Services | 0.03% | New | 960 | $103K |
| Avior Wealth Management, LLC | 0.00% | Reduce -14.7% | 956 | $103K |
| First Community Trust NA | 0.08% | New | 936 | $101K |
| Wolff Wiese Magana LLC | 0.07% | No change | 935 | $101K |
| Whittier Trust Co. | 0.00% | No change | 900 | $97K |
| Tucker Asset Management LLC | 0.02% | Reduce -35.0% | 884 | $95K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 883 | $95K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | Reduce -11.3% | 860 | $93K |
| TFC Financial Management, Inc. | 0.01% | New | 819 | $88K |
| Sandy Spring Bank | 0.00% | No change | 817 | $88K |
| SouthState Bank Corp | 0.01% | New | 772 | $83K |
| Mascoma Wealth Management LLC | 0.02% | No change | 769 | $83K |
| Adirondack Trust Co. | 0.03% | No change | 768 | $83K |
| Indiana Trust & Investment Management Co | 0.03% | Add +3.4% | 735 | $79K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 749 | $77K |
| Ballast Advisors LLC | 0.02% | Reduce -8.7% | 713 | $77K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +18.0% | 670 | $72K |
| Tsfg, LLC | 0.02% | No change | 666 | $72K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 639 | $69K |
| National Bank of Canada | 0.00% | No change | 599 | $64K |
| Harbor Investment Advisory, LLC | 0.01% | Add +1.3% | 561 | $60K |
| HighMark Wealth Management LLC | 0.03% | Add +0.6% | 545 | $59K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 530 | $57K |
| Kings Path Partners LLC | 0.02% | No change | 520 | $56K |
| Richardson Capital Management LLC | 0.04% | Reduce -1.0% | 513 | $55K |
| Frazier Financial Advisors, LLC | 0.04% | No change | 493 | $53K |
| Coston, McIsaac & Partners | 0.01% | No change | 480 | $51K |
| Northwest Investment Counselors, LLC | 0.01% | New | 472 | $51K |
| Optimum Investment Advisors | 0.02% | No change | 447 | $48K |
| Element Wealth, LLC | 0.02% | Add +11.5% | 406 | $44K |
| Colonial Trust Co / SC | 0.01% | No change | 374 | $40K |
| CVA Family Office, LLC | 0.01% | No change | 371 | $40K |
| Lindbrook Capital, LLC | 0.00% | New | 365 | $39K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +133.1% | 324 | $35K |
| Phillips Financial Management, LLC | 0.00% | No change | 320 | $34K |
| Anchor Investment Management, LLC | 0.00% | No change | 301 | $32K |
| Park Place Capital Corp | 0.01% | No change | 297 | $32K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 290 | $31K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 286 | $31K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +176.2% | 279 | $30K |
| Viewpoint Capital Management LLC | 0.02% | New | 275 | $30K |
| Arax Advisory Partners | 0.00% | No change | 259 | $28K |
| Evermay Wealth Management LLC | 0.00% | Add +833.3% | 252 | $27K |
| Riverview Trust Co | 0.02% | No change | 248 | $27K |
| Wells Financial Advisors INC | 0.04% | Reduce -97.9% | 242 | $26K |
| Trust Co. of Vermont | 0.00% | New | 239 | $26K |
| Davis Capital Management | 0.02% | New | 229 | $25K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +170.2% | 227 | $24K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 210 | $23K |
| Asset Dedication, LLC | 0.00% | Add +22.3% | 203 | $22K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 200 | $21K |
| Rogco, LP | 0.01% | Reduce -45.8% | 188 | $20K |
| Private Capital Management LLC | 0.00% | No change | 180 | $19K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 178 | $19K |
| Tompkins Financial Corp. | 0.00% | Reduce -23.7% | 167 | $18K |
| WealthCollab, LLC | 0.01% | No change | 166 | $18K |
| Chesapeake Asset Management LLC | 0.02% | New | 162 | $17K |
| WFA of San Diego, LLC | 0.01% | No change | 157 | $17K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +294.7% | 150 | $16K |
| Hobbs Group Advisors, LLC | 0.01% | New | 141 | $15K |
| Grand Wealth Management, LLC | 0.01% | New | 130 | $14K |
| Dunhill Financial, LLC | 0.01% | No change | 126 | $14K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 123 | $13K |
| Transcendent Capital Group LLC | 0.01% | New | 122 | $13K |
| Hantz Financial Services, Inc. | 0.00% | No change | 114 | $12K |
| Alaska Wealth Advisors, LLC | 0.00% | Reduce -20.1% | 111 | $12K |
| Center for Financial Planning, Inc. | 0.00% | No change | 110 | $12K |
| Signaturefd, LLC | 0.00% | Reduce -38.8% | 104 | $11K |
| Hemington Wealth Management | 0.00% | New | 113 | $11K |
| Family Asset Management, LLC | 0.01% | No change | 100 | $11K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $11K |
| Smithfield Trust Co | 0.00% | No change | 100 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 87 | $9K |
| Tanaka Capital Management Inc. | 0.02% | No change | 81 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 79 | $9K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 75 | $8K |
| Salem Investment Counselors Inc. | 0.00% | No change | 73 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 72 | $8K |
| BNP Paribas Financial Markets | 0.00% | New | 64 | $7K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 64 | $7K |
| Highline Wealth Partners LLC | 0.00% | Reduce -87.4% | 63 | $7K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 61 | $7K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 55 | $6K |
| Darwin Wealth Management, LLC | 0.00% | New | 53 | $6K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 51 | $5K |
| Abich Financial Wealth Management LLC | 0.01% | New | 49 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 46 | $5K |
| Crewe Advisors LLC | 0.00% | No change | 46 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 43 | $5K |
| FPC Investment Advisory, Inc. | 0.00% | No change | 38 | $4K |
| Concord Wealth Partners | 0.00% | No change | 36 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 35 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 34 | $4K |
| Oarsman Capital, Inc. | 0.00% | New | 32 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 31 | $3K |
| New Millennium Group LLC | 0.00% | Reduce -11.4% | 31 | $3K |
| Trust Co | 0.00% | New | 31 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 30 | $3K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 27 | $3K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -98.9% | 24 | $3K |
| Clearstead Advisors, LLC | 0.00% | Reduce -93.7% | 21 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 26 | $2K |
| Howe & Rusling Inc. | 0.00% | New | 16 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 11 | $1K |
| Resources Management Corp. /CT/ | 0.00% | No change | 7 | $1K |
| Burkett Financial Services, LLC | 0.00% | No change | 9 | $941 |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 6 | $646 |
| VitalStone Financial, LLC | 0.00% | No change | 6 | $646 |
| Global Trust Asset Management, LLC | 0.00% | No change | 6 | $646 |
| Country Trust Bank | 0.00% | No change | 6 | $646 |
| Russell Investments Group, Ltd. | 0.00% | No change | 6 | $646 |
| Tidemark, LLC | 0.00% | No change | 5 | $543 |
| Gould Capital, LLC | 0.00% | No change | 5 | $538 |
| GAMMA Investing LLC | 0.00% | No change | 4 | $431 |
| Abound Wealth Management | 0.00% | New | 1 | $110 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $70 |
"% 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.