iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q4 2024 (December 31)990holders +75
69new positions
51sold out
4famous investors
$96.93avg. 13F price*
At the end of Q4 2024, 990 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings, up 75 from Q3 2024. 69 opened new positions and 51 sold out. The largest holders were Envestnet Asset Management Inc. ($3.0B), LPL Financial LLC ($886.2M) and JPMorgan Chase & Co. ($704.5M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI Eafe Growth ETF
- CUSIP
- 464288885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $136.8M |
| Exits | 51 | $63.0M |
All 13F filers, Q3 2024 → Q4 2024: 22,600,850 shares bought and 4,331,390 shares sold, net +18,269,460 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 990 holders
| Envestnet Asset Management Inc. | 0.95% | Add +21.3% | 30,530,915 | $3.0B |
| LPL Financial LLC | 0.36% | Add +45.7% | 9,151,951 | $886.2M |
| JPMorgan Chase & Co. | 0.06% | Add +22.7% | 7,275,923 | $704.5M |
| Jones Financial Companies LLLP | 0.62% | Reduce -12.4% | 6,738,037 | $652.4M |
| Bank of America Corp. | 0.05% | Add +17.2% | 5,086,477 | $492.5M |
| Morgan Stanley | 0.03% | Add +9.0% | 4,941,677 | $478.5M |
| Envestnet Portfolio Solutions, Inc. | 1.34% | Add +20.1% | 4,234,850 | $410.1M |
| BlackRock, Inc. | 0.01% | Add +33.2% | 3,118,801 | $302.0M |
| Park Avenue Securities LLC | 2.92% | Add +22.4% | 2,926,949 | $283.4M |
| Cwm, LLC | 1.13% | Add +10.8% | 2,812,301 | $272.3M |
| MML Investors Services, LLC | 0.70% | Add +23.7% | 2,104,114 | $203.7M |
| Cetera Investment Advisers | 0.36% | Add +19.1% | 1,781,913 | $172.5M |
| Janney Montgomery Scott LLC | 0.44% | Add +18.7% | 1,651,191 | $159.9M |
| US Bancorp \de | 0.21% | Add +0.5% | 1,641,559 | $159.0M |
| Ameriprise Financial Inc. | 0.04% | Add +11.0% | 1,609,886 | $155.9M |
| Facet Wealth, Inc. | 4.03% | Add +10.3% | 1,495,780 | $151.8M |
| Bank of New York Mellon Corp | 0.03% | Add +22.1% | 1,480,375 | $143.3M |
| Wells Fargo & Company | 0.03% | Add +6.6% | 1,414,491 | $137.0M |
| OneDigital Investment Advisors LLC | 1.57% | Add +11.7% | 1,402,046 | $135.8M |
| Sanctuary Advisors, LLC | 0.77% | Add +2.5% | 1,184,304 | $121.6M |
| UBS Group AG | 0.03% | Add +18.6% | 1,239,969 | $120.1M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -0.8% | 1,179,892 | $114.2M |
| FMR LLC | 0.01% | Add +0.1% | 1,053,703 | $102.0M |
| JB Capital LLC | 5.13% | Add +22.8% | 946,276 | $91.6M |
| NewEdge Advisors, LLC | 0.51% | Add +24.2% | 884,259 | $85.6M |
| Foundations Investment Advisors, LLC | 1.65% | Add +30.4% | 881,449 | $85.4M |
| AE Wealth Management LLC | 0.71% | Add +13.4% | 859,866 | $83.3M |
| Commonwealth Equity Services, LLC | 0.11% | Add +8.2% | 810,439 | $78.5M |
| Dynasty Wealth Management, LLC | 1.35% | New | 805,360 | $78.0M |
| United Capital Financial Advisors, LLC | 0.65% | Add +13.3% | 799,537 | $77.4M |
| Tiaa Trust, National Association | 0.23% | Add +10.5% | 778,194 | $75.4M |
| Sagespring Wealth Partners, LLC | 1.82% | — | 711,460 | $68.9M |
| Thrivent Financial for Lutherans | 0.13% | Add +11.5% | 683,000 | $68.3M |
| M&T Bank Corp | 0.23% | Reduce -4.4% | 705,145 | $68.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +9.0% | 697,550 | $67.5M |
| Raymond James Financial Inc. | 0.02% | — | 671,810 | $65.1M |
| Royal Bank of Canada | 0.01% | Add +125.2% | 658,531 | $63.8M |
| Stifel Financial Corp. | 0.06% | Add +18.9% | 624,253 | $60.4M |
| Austin Private Wealth, LLC | 5.16% | Add +19.0% | 567,656 | $55.0M |
| Focus Partners Wealth | 0.14% | Add +11.9% | 542,643 | $52.5M |
| Beacon Pointe Advisors, LLC | 0.56% | Add +1.7% | 518,328 | $50.2M |
| Osaic Holdings, Inc. | 0.11% | Add +31.1% | 583,665 | $50.0M |
| Kestra Investment Management, LLC | 1.93% | Add +9.9% | 508,010 | $49.2M |
| Avantax Advisory Services, Inc. | 0.31% | Add +29.5% | 502,088 | $48.6M |
| Truist Financial Corp. | 0.07% | Add +29.6% | 484,264 | $46.9M |
| Advocacy Wealth Management, LLC | 3.38% | Add +53.5% | 458,465 | $44.4M |
| Quent Capital, LLC | 4.57% | Add +5.4% | 455,702 | $44.1M |
| Mariner, LLC | 0.07% | Add +13.9% | 450,406 | $43.6M |
| Financial Synergies Wealth Advisors, Inc. | 5.29% | Add +3.1% | 440,047 | $42.6M |
| Atria Wealth Solutions, Inc. | 0.46% | Add +18.2% | 436,568 | $42.3M |
| Baker Avenue Asset Management, LP | 1.29% | Add +0.4% | 433,935 | $42.0M |
| Eastern Bank | 0.77% | Add +1.6% | 427,612 | $41.4M |
| FAS Wealth Partners, Inc. | 3.33% | Add +3.2% | 408,815 | $39.6M |
| Natixis Advisors, LLC | 0.07% | Add +130.7% | 403,313 | $39.1M |
| Kestra Advisory Services, LLC | 0.21% | Add +6.4% | 395,427 | $38.3M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +21.9% | 360,305 | $34.9M |
| CreativeOne Wealth, LLC | 1.06% | Add +28.3% | 357,163 | $34.6M |
| Atria Investments, Inc | 0.43% | Add +10.9% | 353,787 | $34.3M |
| Cary Street Partners Financial LLC | 1.10% | — | 350,669 | $34.0M |
| HTLF Bank | 3.80% | Reduce -0.2% | 347,309 | $33.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -16.7% | 339,315 | $32.9M |
| Icon Wealth Advisors, LLC | 2.65% | Add +14.8% | 333,090 | $32.3M |
| McKinley Carter Wealth Services, Inc. | 1.90% | Add +1.5% | 320,129 | $31.0M |
| Octavia Wealth Advisors, LLC | 3.66% | Add +3.9% | 311,871 | $30.2M |
| Bokf, NA | 0.48% | Add +0.3% | 294,536 | $28.5M |
| Corient Private Wealth LP | 0.04% | Reduce -2.6% | 267,965 | $25.9M |
| Captrust Financial Advisors | 0.07% | Add +12.6% | 266,818 | $25.8M |
| NBT Bank, N.A. | 1.79% | Add +1.1% | 265,060 | $25.7M |
| Integrated Wealth Concepts LLC | 0.30% | Reduce -38.9% | 263,952 | $25.6M |
| Merit Financial Group, LLC | 0.45% | Add +237.3% | 259,698 | $25.1M |
| EP Wealth Advisors, LLC | 0.20% | Reduce -33.1% | 252,324 | $24.4M |
| Bank of Montreal | 0.01% | Reduce -0.8% | 252,156 | $24.4M |
| Covenant Partners, LLC | 7.52% | Add +9.0% | 251,846 | $24.4M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -0.8% | 240,005 | $23.2M |
| Integrity Alliance, Llc. | 2.52% | — | 239,988 | $23.2M |
| MA Private Wealth | 4.33% | Add +1.9% | 239,440 | $23.2M |
| HighTower Advisors, LLC | 0.03% | Add +0.6% | 235,330 | $22.8M |
| One Wealth Advisors, LLC | 3.33% | Add +52.0% | 231,865 | $22.5M |
| Sharkey, Howes & Javer | 3.07% | Add +14.4% | 225,766 | $21.9M |
| CFS Investment Advisory Services, LLC | 1.92% | Reduce -44.2% | 221,063 | $21.4M |
| Country Club Bank | 1.43% | Add +3.1% | 220,221 | $21.4M |
| Cassaday & Co Wealth Management LLC | 0.58% | Reduce -0.7% | 220,315 | $21.3M |
| High Falls Advisors, Inc | 4.92% | Add +15.2% | 219,233 | $21.2M |
| Cardinal Strategic Wealth Guidance | 6.66% | Add +2.0% | 215,702 | $20.9M |
| Meridian Wealth Partners, LLC | 3.09% | Add +5.0% | 210,143 | $20.3M |
| Orion Porfolio Solutions, LLC | 0.20% | Add +26.5% | 208,908 | $20.2M |
| Orion Portfolio Solutions, LLC | 0.20% | Add +26.5% | 208,908 | $20.2M |
| RTD Financial Advisors, Inc. | 2.59% | Add +1.3% | 208,343 | $20.2M |
| SteelPeak Wealth, LLC | 0.84% | Add +8.4% | 208,308 | $20.2M |
| Farther Finance Advisors, LLC | 0.73% | Add +22.7% | 207,942 | $20.1M |
| Signature Estate & Investment Advisors LLC | 0.50% | New | 207,526 | $20.1M |
| Horst & Graben Wealth Management LLC | 3.52% | Add +5.9% | 204,332 | $19.8M |
| Strategic Blueprint, LLC | 1.14% | Add +10.7% | 197,480 | $19.1M |
| Baird Financial Group, Inc. | 0.04% | Add +9.5% | 196,210 | $19.0M |
| West Wealth Group, LLC | 5.64% | Add +14.2% | 195,244 | $18.9M |
| Pettinga Financial Advisors LLC | 4.19% | Add +21.7% | 191,397 | $18.5M |
| Pathstone Holdings, LLC | 0.08% | Add +4.0% | 190,546 | $18.5M |
| Choreo, LLC | 0.26% | Add +160.5% | 185,293 | $17.9M |
| Invst, LLC | 2.15% | Add +23.6% | 182,624 | $17.7M |
| Physician Wealth Advisors, Inc. | 2.91% | Add +20.6% | 178,120 | $17.2M |
| McMorgan & Co. LLC | 2.66% | Reduce -26.0% | 177,750 | $17.2M |
| Rwa Wealth Partners, LLC | 0.21% | Add +34.9% | 174,221 | $16.9M |
| Stone House Investment Management, LLC | 4.26% | Reduce -10.9% | 173,217 | $16.8M |
| Obsidian Cio, LLC | 3.00% | Add +9.1% | 169,806 | $16.4M |
| Consilio Wealth Advisors, LLC | 6.70% | Add +3.4% | 169,052 | $16.4M |
| Shakespeare Wealth Management, LLC | 4.39% | Add +4.4% | 167,989 | $16.3M |
| Blue Trust, Inc. | 0.21% | Reduce -0.4% | 167,744 | $16.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +8.6% | 166,464 | $16.1M |
| Waverly Advisors, LLC | 0.25% | Add +17.9% | 165,812 | $16.1M |
| Scarborough Advisors, LLC | 2.25% | Add +20.3% | 164,533 | $15.9M |
| Greenleaf Trust | 0.14% | Add +10.0% | 161,591 | $15.6M |
| IHT Wealth Management, LLC | 0.50% | Add +22.4% | 161,512 | $15.6M |
| Affinity Capital Advisors, LLC | 2.88% | Add +4.2% | 155,997 | $15.3M |
| Stonebrook Private Inc. | 3.96% | Add +8.4% | 156,433 | $15.1M |
| Perigon Wealth Management, LLC | 0.36% | Add +15.5% | 149,082 | $14.6M |
| Moneta Group Investment Advisors LLC | 0.20% | Add +53.9% | 144,681 | $14.0M |
| B. Riley Wealth Advisors, Inc. | 0.46% | Reduce -29.1% | 144,670 | $14.0M |
| Robinswood Financial LLC | 5.12% | Add +1.9% | 139,877 | $13.5M |
| Keebeck Wealth Management | 1.93% | Add +6.0% | 138,248 | $13.4M |
| Staley Capital Advisers Inc. | 0.59% | Reduce -0.6% | 137,932 | $13.4M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +13.0% | 137,764 | $13.3M |
| Wakefield Asset Management LLLP | 4.50% | Add +1.5% | 137,632 | $13.3M |
| Wealth Alliance, LLC | 1.58% | Add +32.8% | 136,303 | $13.2M |
| Cypress Wealth Services, LLC | 2.64% | Add +11.8% | 135,532 | $13.1M |
| ONE Advisory Partners, LLC | 5.81% | Add +18.9% | 135,125 | $13.1M |
| &partners | 0.16% | Add +55.4% | 134,614 | $13.0M |
| Keystone Financial Services | 4.95% | Add +2.7% | 133,650 | $12.9M |
| Spectrum Wealth Counsel, LLC | 1.50% | Reduce -15.0% | 131,870 | $12.8M |
| Bedel Financial Consulting, Inc. | 1.71% | Add +1.1% | 120,012 | $12.3M |
| Regimen Wealth, LLC | 4.00% | Add +12.8% | 126,539 | $12.3M |
| Savvy Advisors, Inc. | 1.47% | Add +33.4% | 126,267 | $12.2M |
| Lineweaver Wealth Advisors, LLC | 2.23% | Add +7.4% | 124,650 | $12.1M |
| PAX Financial Group, LLC | 2.15% | Add +11.7% | 123,891 | $12.0M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +22.7% | 123,332 | $11.9M |
| Aptus Capital Advisors, LLC | 0.14% | Add +193.0% | 123,326 | $11.9M |
| TSA Wealth Managment LLC | 4.77% | Add +21.3% | 121,164 | $11.7M |
| Checchi Capital Advisers, LLC | 0.85% | Reduce -5.8% | 118,040 | $11.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.31% | Add +8.6% | 117,375 | $11.4M |
| Concourse Financial Group Securities, Inc. | 0.64% | Add +21.1% | 111,827 | $11.3M |
| Summit X, LLC | 2.50% | Add +11.4% | 116,558 | $11.3M |
| Maia Wealth LLC | 2.39% | Add +7.7% | 108,969 | $11.1M |
| Kilter Group LLC | 7.19% | — | 114,168 | $11.1M |
| Private Advisor Group, LLC | 0.06% | Add +21.8% | 113,329 | $11.0M |
| Prosperity Consulting Group, LLC | 0.81% | Add +33.9% | 111,545 | $10.8M |
| Koss-Olinger Consulting, LLC | 0.93% | Add +0.6% | 109,476 | $10.6M |
| Cresset Asset Management, LLC | 0.05% | Reduce -4.9% | 107,252 | $10.4M |
| Private Portfolio Partners LLC | 1.90% | Add +2.2% | 106,534 | $10.3M |
| Trek Financial, LLC | 0.76% | Add +21.1% | 105,496 | $10.2M |
| RFG Advisory, LLC | 0.29% | Add +9.6% | 105,480 | $10.2M |
| Watershed Private Wealth LLC | 3.97% | Add +19.8% | 105,141 | $10.2M |
| Snowden Capital Advisors LLC | 0.32% | Add +16.8% | 104,608 | $10.1M |
| Brookstone Capital Management | 0.14% | Add +2.9% | 101,454 | $9.8M |
| Financial Life Advisors | 3.68% | Add +3.9% | 101,126 | $9.8M |
| Regal Investment Advisors LLC | 0.71% | Add +13.1% | 98,168 | $9.5M |
| Mill Creek Capital Advisors, LLC | 0.22% | Add +0.3% | 95,933 | $9.3M |
| Ashton Thomas Private Wealth, LLC | 0.36% | Add +1203.6% | 95,135 | $9.2M |
| Johnson Investment Counsel Inc. | 0.09% | Add +8.0% | 94,906 | $9.2M |
| WealthShield Partners, LLC | 1.30% | Add +10.0% | 94,540 | $9.2M |
| First Horizon Advisors, Inc. | 0.26% | Add +8.6% | 94,164 | $9.1M |
| Swmg, LLC | 3.62% | Add +9.4% | 89,821 | $9.1M |
| Jane Street Group, LLC | 0.01% | Reduce -89.0% | 91,534 | $8.9M |
| Rothschild Wealth LLC | 2.57% | Add +983.7% | 90,877 | $8.8M |
| McAdam, LLC | 0.47% | Add +13.8% | 89,386 | $8.7M |
| Blair William & Co. | 0.03% | Reduce -30.2% | 88,853 | $8.6M |
| Avior Wealth Management, LLC | 0.31% | Add +9102.5% | 87,976 | $8.5M |
| Lodestar Private Asset Management LLC | 1.05% | Add +4.5% | 86,898 | $8.4M |
| Clear Creek Financial Management, LLC | 0.91% | Add +8.9% | 86,884 | $8.4M |
| Pinnacle Financial Partners Inc | 0.17% | Add +4.7% | 86,806 | $8.4M |
| Bay Harbor Wealth Management, LLC | 2.71% | Add +8.9% | 86,095 | $8.3M |
| Forthright Family Wealth Advisory LLC | 5.38% | Add +6.3% | 85,419 | $8.3M |
| Key Financial Inc | 1.84% | Reduce -1.8% | 83,575 | $8.1M |
| Eq LLC | 3.77% | Add +6.5% | 82,941 | $8.0M |
| Focus Financial Network, Inc. | 0.32% | Add +14.2% | 82,818 | $8.0M |
| Certus Wealth Management, LLC | 5.37% | Add +14.0% | 78,311 | $8.0M |
| ORG Partners LLC | 1.09% | Add +4.6% | 81,496 | $7.9M |
| Franklin Resources Inc. | 0.00% | Add +5.0% | 81,502 | $7.9M |
| Advisory Services Network, LLC | 0.15% | Reduce -5.8% | 81,319 | $7.9M |
| Cranbrook Wealth Management, LLC | 1.82% | Reduce -0.7% | 80,980 | $7.8M |
| Guardian Wealth Advisors, LLC / NC | 0.62% | Add +38101.9% | 80,224 | $7.8M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +6.3% | 80,175 | $7.8M |
| Lane & Associates LLC | 4.01% | Add +18.9% | 76,191 | $7.8M |
| Triad Wealth Partners, LLC | 2.79% | Add +163.6% | 79,826 | $7.7M |
| Sterling Capital Management LLC | 0.10% | Reduce -6.0% | 77,096 | $7.5M |
| Stratos Wealth Advisors, LLC | 0.36% | Add +21.3% | 76,804 | $7.4M |
| Cobblestone Asset Management LLC | 4.83% | Add +16.9% | 76,428 | $7.4M |
| Marks Group Wealth Management, Inc | 0.73% | Add +3.7% | 76,310 | $7.4M |
| Obsidian Personal Planning Solutions LLC | 3.52% | Add +9.0% | 71,743 | $7.3M |
| WCG Wealth Advisors LLC | 0.48% | Add +3.2% | 74,914 | $7.3M |
| Cerity Partners LLC | 0.02% | Add +250.7% | 74,123 | $7.2M |
| Cedar Point Capital Partners, LLC | 4.84% | Add +2.9% | 73,777 | $7.1M |
| Principal Securities, Inc. | 0.16% | Add +108.5% | 73,471 | $7.1M |
| Equitable Holdings, Inc. | 0.07% | Add +1.8% | 72,982 | $7.1M |
| Forte Asset Management LLC | 3.75% | Reduce -2.1% | 72,891 | $7.1M |
| Sovran Advisors, LLC | 1.00% | — | 73,363 | $7.1M |
| Courier Capital LLC | 0.49% | Add +21.3% | 72,685 | $7.0M |
| Apollon Wealth Management, LLC | 0.16% | Add +35.1% | 72,605 | $7.0M |
| SigFig Wealth Management, LLC | 0.25% | Add +16.7% | 72,135 | $7.0M |
| Creative Planning | 0.01% | Reduce -1.1% | 71,111 | $6.9M |
| Van Hulzen Asset Management, LLC | 0.50% | Add +1.4% | 70,992 | $6.9M |
| KM Capital Management Ltd. | 3.56% | Add +6.4% | 70,934 | $6.9M |
| Comerica Bank | 0.03% | Add +11.9% | 70,535 | $6.8M |
| Townsquare Capital LLC | 0.08% | Add +8.7% | 70,336 | $6.8M |
| Citigroup Inc. | 0.01% | Reduce -2.5% | 70,053 | $6.8M |
| Mayflower Financial Advisors, LLC | 1.00% | Add +25.3% | 69,386 | $6.7M |
| Assetmark, Inc. | 0.02% | Add +40.8% | 68,392 | $6.6M |
| Glenmede Trust Co. NA | 0.03% | Add +26.0% | 67,562 | $6.5M |
| Kingdom Financial Group LLC. | 4.40% | Reduce -3.9% | 66,525 | $6.4M |
| True Vision MN LLC | 3.76% | Add +16.1% | 65,386 | $6.3M |
| Tanglewood Wealth Management, Inc. | 0.73% | Reduce -1.9% | 65,213 | $6.3M |
| Howard Bailey Securities, LLC | 2.33% | Add +4.1% | 64,949 | $6.3M |
| Mma Asset Management LLC | 2.71% | Reduce -43.0% | 64,083 | $6.2M |
| Northern Trust Corp. | 0.00% | Reduce -8.1% | 63,119 | $6.1M |
| Capital Analysts, LLC | 0.24% | Add +27.1% | 62,936 | $6.1M |
| Hobbs Wealth Management, LLC | 6.96% | — | 62,929 | $6.1M |
| Commerce Bank | 0.04% | Add +1.2% | 61,935 | $6.0M |
| BOK Financial Private Wealth, Inc. | 0.42% | Reduce -8.9% | 60,231 | $5.8M |
| Legacy Financial Group LLC | 0.94% | Add +13.2% | 60,175 | $5.8M |
| Jasper Ridge Partners, L.P. | 0.18% | No change | 59,403 | $5.8M |
| Apeiron RIA LLC | 1.60% | Add +0.2% | 58,982 | $5.7M |
| M1 Capital Management LLC | 3.07% | — | 58,735 | $5.7M |
| Client 1ST Advisory Group, LLC | 2.17% | Add +7.0% | 58,185 | $5.6M |
| Elevation Point Wealth Partners, LLC | 0.45% | Reduce -4.0% | 57,932 | $5.6M |
| Wealthquest Corp | 0.46% | Add +7.2% | 57,889 | $5.6M |
| One Wealth Capital Management, LLC | 2.84% | — | 57,848 | $5.6M |
| Liberty Wealth Management LLC | 0.93% | Add +23.8% | 57,723 | $5.6M |
| Gen-Wealth Partners Inc | 2.39% | Add +8.4% | 57,479 | $5.6M |
| Spectrum Planning & Advisory Services Inc. | 4.76% | Add +6.7% | 56,654 | $5.5M |
| Hoxton Planning & Management, LLC | 2.10% | Add +10.4% | 56,641 | $5.5M |
| Commonwealth Financial Services, LLC | 1.07% | Add +10.6% | 56,541 | $5.5M |
| Nicholas Hoffman & Company, LLC. | 0.22% | Reduce -2.3% | 56,355 | $5.5M |
| Kathmere Capital Management, LLC | 0.48% | Add +1.1% | 55,632 | $5.4M |
| Ancora Advisors LLC | 0.12% | Add +17.6% | 55,270 | $5.4M |
| Mosley Wealth Management | 3.30% | Add +21.1% | 52,514 | $5.3M |
| Neuberger Berman Group LLC | 0.00% | New | 55,069 | $5.3M |
| Journey Strategic Wealth LLC | 0.20% | Add +12.0% | 54,998 | $5.3M |
| Brighton Jones LLC | 0.15% | Add +2.4% | 53,985 | $5.2M |
| 1900 Wealth Management LLC | 0.44% | Reduce -4.1% | 53,728 | $5.2M |
| Firethorn Wealth Partners, LLC | 2.58% | Add +5.3% | 53,646 | $5.2M |
| Shared Vision Wealth Group LLC | 2.72% | Add +9.4% | 53,348 | $5.2M |
| Grayhawk Investment Strategies Inc. | 9.75% | Reduce -2.6% | 52,850 | $5.1M |
| CoreCap Advisors, LLC | 0.23% | Add +17.5% | 52,329 | $5.1M |
| White Pine Investment CO | 1.36% | Add +10.2% | 52,113 | $5.0M |
| Cerro Pacific Wealth Advisors LLC | 1.66% | Add +71.6% | 46,553 | $5.0M |
| NorthRock Partners, LLC | 0.16% | Reduce -13.9% | 51,680 | $5.0M |
| Collier Financial | 4.46% | — | 51,519 | $5.0M |
| Revolve Wealth Partners, LLC | 0.72% | Add +12.2% | 50,417 | $4.9M |
| Tradition Wealth Management, LLC | 0.43% | Add +6.4% | 49,859 | $4.8M |
| Security Financial Services, INC. | 0.98% | Add +26.9% | 49,608 | $4.8M |
| Pinnacle Wealth Planning Services, Inc. | 0.72% | Add +5.1% | 49,392 | $4.8M |
| Waller Financial Planning Group, Inc. | 1.19% | Reduce -0.9% | 48,562 | $4.7M |
| Prudential Financial Inc. | 0.01% | Reduce -81.6% | 47,811 | $4.6M |
| Edge Capital Group, LLC | 0.20% | Reduce -1.0% | 47,437 | $4.6M |
| Callan Family Office, LLC | 0.29% | Reduce -1.0% | 47,106 | $4.6M |
| Valmark Advisers, Inc. | 0.07% | Add +0.9% | 46,909 | $4.5M |
| Ehrlich Financial Group | 3.22% | Add +30.0% | 46,830 | $4.5M |
| Claro Advisors Inc. | 0.61% | Add +22.5% | 46,642 | $4.5M |
| Independent Advisor Alliance | 0.06% | New | 46,524 | $4.5M |
| CENTRAL TRUST Co | 0.11% | Reduce -5.7% | 46,018 | $4.5M |
| Condor Capital Management | 0.39% | Reduce -0.0% | 45,719 | $4.4M |
| Mutual Advisors, LLC | 0.13% | Add +6.5% | 44,157 | $4.3M |
| Advus Financial Partners, LLC | 1.21% | Add +13.1% | 44,281 | $4.3M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Add +18.5% | 44,170 | $4.3M |
| Lifelong Wealth Advisors, Inc. | 1.89% | — | 43,351 | $4.2M |
| Dorsey & Whitney Trust CO LLC | 0.23% | Add +2.5% | 43,250 | $4.2M |
| Sterling Financial Planning, Inc. | 1.53% | Add +2.9% | 42,971 | $4.2M |
| Arete Wealth Advisors, LLC | 0.30% | Add +8.5% | 42,236 | $4.1M |
| Kickstand Ventures, Llc. | 1.04% | Add +13.4% | 42,133 | $4.1M |
| SOA Wealth Advisors, LLC. | 0.74% | Add +0.7% | 41,736 | $4.0M |
| Harbor Group, Inc. | 0.91% | Reduce -0.1% | 41,666 | $4.0M |
| Lantz Financial LLC | 1.07% | Add +14.5% | 41,470 | $4.0M |
| Twin Peaks Wealth Advisors, LLC | 1.70% | Add +33.3% | 41,406 | $4.0M |
| Norris Perne & French LLP | 0.29% | Add +0.3% | 41,388 | $4.0M |
| Scissortail Wealth Management, LLC | 1.03% | Add +9678.3% | 41,362 | $4.0M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Reduce -17.6% | 40,889 | $4.0M |
| Quadrant Private Wealth Management, LLC | 0.97% | Add +33.8% | 40,811 | $4.0M |
| Beacon Bridge Wealth Partners, LLC | 1.68% | Add +25.0% | 40,803 | $4.0M |
| Meeder Advisory Services, Inc. | 0.25% | Add +35.8% | 40,570 | $3.9M |
| Synergy Investment Management, LLC | 1.68% | — | 40,440 | $3.9M |
| Clayton Financial Group LLC | 1.40% | Add +28.5% | 40,195 | $3.9M |
| IFP Advisors, Inc | 0.13% | Add +18.0% | 40,142 | $3.9M |
| My Legacy Advisors, LLC | 1.51% | Add +14.0% | 39,882 | $3.9M |
| PFG Advisors | 0.24% | Add +8.6% | 39,985 | $3.9M |
| FFG Retirement Advisors LLC | 2.51% | Add +3.1% | 39,624 | $3.8M |
| W Advisors, LLC | 2.37% | Add +5.8% | 39,496 | $3.8M |
| Lansing Street Advisors | 1.33% | Add +16.9% | 39,286 | $3.8M |
| First Pacific Financial | 0.88% | Add +0.5% | 39,252 | $3.8M |
| Csenge Advisory Group | 0.20% | Add +30.1% | 38,724 | $3.7M |
| JNBA Financial Advisors | 0.38% | Reduce -3.4% | 38,006 | $3.7M |
| Fiduciary Trust Co | 0.05% | Add +0.7% | 37,999 | $3.7M |
| Braun-Bostich & Associates Inc. | 2.64% | Add +15.3% | 37,876 | $3.7M |
| Harbour Investments, Inc. | 0.10% | Add +8.4% | 37,617 | $3.6M |
| KMG Fiduciary Partners, LLC | 0.30% | Reduce -8.6% | 37,596 | $3.6M |
| Empire Life Investments Inc. | 0.23% | Add +2.8% | 37,236 | $3.6M |
| Centurion Wealth Management LLC | 1.12% | Add +1.8% | 37,010 | $3.6M |
| LVW Advisors, LLC | 0.44% | Add +138.8% | 36,753 | $3.6M |
| Parkside Financial Bank & Trust | 0.47% | Reduce -0.1% | 36,350 | $3.5M |
| Verus Capital Partners, LLC | 0.33% | Reduce -4.3% | 36,148 | $3.5M |
| 5T Wealth, LLC | 1.91% | — | 36,017 | $3.5M |
| Hofer & Associates. Inc | 2.33% | Add +23.4% | 35,864 | $3.5M |
| Endeavor Private Wealth, Inc. | 3.29% | — | 35,778 | $3.5M |
| ShoreHaven Wealth Partners, LLC | 1.63% | Add +3.1% | 35,722 | $3.5M |
| Omega Financial Group, LLC | 1.30% | Reduce -0.7% | 35,467 | $3.4M |
| Theory Financial LLC | 1.44% | Add +24.8% | 35,458 | $3.4M |
| Modern Wealth Management, LLC | 0.13% | Add +134.2% | 35,108 | $3.4M |
| Quotient Wealth Partners, LLC | 0.11% | Add +7.9% | 34,939 | $3.4M |
| Avidian Wealth Enterprises, LLC | 0.15% | Add +21.1% | 34,731 | $3.4M |
| Breakwater Capital Group | 0.67% | Add +4.9% | 34,721 | $3.4M |
| First American Trust, FSB | 0.33% | Add +20.2% | 34,632 | $3.4M |
| Global Retirement Partners, LLC | 0.10% | Add +36.5% | 34,597 | $3.3M |
| World Investment Advisors | 0.09% | Add +135.6% | 34,059 | $3.3M |
| SWP Financial LLC | 1.96% | New | 33,601 | $3.3M |
| Diversify Advisory Services, LLC | 0.18% | Reduce -12.2% | 33,420 | $3.2M |
| Madrona Financial Services, LLC | 0.88% | Reduce -37.2% | 33,265 | $3.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.90% | Add +656.3% | 33,103 | $3.2M |
| Patton Albertson Miller Group, LLC | 0.42% | Reduce -2.8% | 32,588 | $3.2M |
| Flagship Harbor Advisors, LLC | 0.17% | Add +47.5% | 32,564 | $3.2M |
| Geneos Wealth Management Inc. | 0.11% | Add +2.1% | 32,427 | $3.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +48.9% | 32,381 | $3.1M |
| Savant Capital, LLC | 0.02% | Reduce -3.2% | 32,220 | $3.1M |
| Davis Wealth Advisors, LLC | 3.41% | — | 32,024 | $3.1M |
| Unique Wealth, LLC | 0.64% | Add +132.6% | 31,850 | $3.1M |
| Copperleaf Capital, LLC | 1.95% | Add +36.1% | 31,724 | $3.1M |
| Dohj, LLC | 0.71% | Add +2.8% | 31,660 | $3.1M |
| Beam Wealth Advisors, Inc. | 0.96% | Reduce -0.6% | 31,312 | $3.0M |
| American Financial & Tax Strategies Inc. | 1.56% | No change | 31,157 | $3.0M |
| Avestar Capital, LLC | 0.27% | Reduce -6.6% | 31,105 | $3.0M |
| Barnes Wealth Management Group, Inc | 2.00% | — | 30,855 | $3.0M |
| Disciplined Investments, LLC | 1.47% | Reduce -0.0% | 30,745 | $3.0M |
| LifeWealth Investments, LLC | 1.97% | — | 30,728 | $3.0M |
| Embree Financial Group | 0.50% | Reduce -19.4% | 30,462 | $2.9M |
| Gateway Wealth Partners, LLC | 0.75% | Add +11.9% | 30,059 | $2.9M |
| Patten Group, Inc. | 0.63% | Reduce -3.6% | 29,484 | $2.9M |
| Dominguez Wealth Management Solutions, Inc. | 2.08% | Add +1.4% | 29,416 | $2.8M |
| Concorde Asset Management, LLC | 1.48% | Add +6.9% | 29,385 | $2.8M |
| Affiance Financial, LLC | 0.68% | Reduce -5.0% | 29,260 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +8.5% | 29,139 | $2.8M |
| Kingswood Wealth Advisors, LLC | 0.21% | Add +12.6% | 28,894 | $2.8M |
| BlackDiamond Wealth Management, LLC | 1.60% | Add +0.8% | 28,679 | $2.8M |
| Harding Loevner LP | 0.02% | New | 28,418 | $2.8M |
| IFG Advisory, LLC | 0.15% | Add +21.9% | 27,832 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.5% | 27,753 | $2.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | New | 27,742 | $2.7M |
| RCS Financial Planning, LLC | 1.37% | Add +19.7% | 26,649 | $2.6M |
| Navellier & Associates Inc. | 0.31% | No change | 26,633 | $2.6M |
| Bush Investment Group, LLC | 1.98% | Add +7.4% | 26,151 | $2.5M |
| Cyndeo Wealth Partners, LLC | 0.17% | Add +30.8% | 26,093 | $2.5M |
| Foundation Wealth Management, LLC | 1.96% | Add +0.1% | 26,029 | $2.5M |
| Market Street Wealth Management Advisors LLC | 0.42% | Add +7.7% | 25,783 | $2.5M |
| BankPlus Wealth Management LLC | 1.84% | — | 25,568 | $2.5M |
| Vance Wealth, LLC | 0.95% | Reduce -4.0% | 25,379 | $2.5M |
| Mather Group, Llc. | 0.03% | Add +13.3% | 25,225 | $2.4M |
| Berger Financial Group, Inc | 0.17% | Add +2.0% | 25,100 | $2.4M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +972.6% | 24,864 | $2.4M |
| Johnson Financial Group, Inc. | 0.11% | Reduce -68.7% | 23,572 | $2.4M |
| Maxwell Wealth Strategies Inc. | 0.96% | Add +11.5% | 24,264 | $2.3M |
| Ifrah Financial Services, Inc. | 0.65% | Add +0.8% | 24,169 | $2.3M |
| Retirement Wealth Solutions LLC | 1.92% | — | 23,522 | $2.3M |
| Fullcircle Wealth LLC | 0.93% | Add +36.4% | 21,683 | $2.3M |
| Signal Advisors Wealth, LLC | 0.26% | Reduce -25.9% | 23,321 | $2.3M |
| MKD Wealth Coaches, LLC | 2.27% | — | 23,145 | $2.2M |
| Sutton Place Investors LLC | 1.30% | Add +38.0% | 23,097 | $2.2M |
| Commonwealth Retirement Investments LLC | 0.92% | Add +14.1% | 23,025 | $2.2M |
| HSBC Holdings PLC | 0.00% | Add +9.3% | 22,762 | $2.2M |
| Blalock Williams, LLC | 2.53% | — | 22,493 | $2.2M |
| First Commonwealth Financial Corp | 0.51% | Add +0.8% | 22,478 | $2.2M |
| Cahill Financial Advisors Inc. | 0.29% | Reduce -2.4% | 22,439 | $2.2M |
| Vertex Planning Partners, LLC | 0.48% | Add +3.3% | 22,402 | $2.2M |
| One Capital Management, LLC | 0.07% | Reduce -3.3% | 22,345 | $2.2M |
| Carnegie Investment Counsel | 0.06% | Add +3.2% | 22,294 | $2.2M |
| Venturi Wealth Management, LLC | 0.11% | Reduce -0.8% | 22,153 | $2.1M |
| Redwood Investment Management, LLC | 0.21% | Add +6.8% | 22,004 | $2.1M |
| Financial Advocates Investment Management | 0.12% | Add +736.7% | 21,829 | $2.1M |
| Interchange Capital Partners, LLC | 0.76% | Add +15.2% | 21,663 | $2.1M |
| WealthPLAN Partners, LLC | 0.30% | Reduce -17.2% | 21,633 | $2.1M |
| Wealthgarden F.S. LLC | 1.94% | Add +21.7% | 21,436 | $2.1M |
| Total Wealth Planning, LLC | 0.32% | Add +58.1% | 21,379 | $2.1M |
| Napatree Capital LLC | 1.21% | Reduce -1.3% | 21,295 | $2.1M |
| Sagace Wealth Management LLC | 1.54% | Add +7.5% | 21,236 | $2.1M |
| Visionary Wealth Advisors | 0.12% | Reduce -0.8% | 21,091 | $2.0M |
| Spire Wealth Management | 0.06% | Add +8.0% | 21,063 | $2.0M |
| Benjamin Edwards Inc. | 0.03% | Add +19.7% | 21,036 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -1.1% | 20,845 | $2.0M |
| Bison Wealth, LLC | 0.24% | — | 20,557 | $2.0M |
| Wambolt & Associates, LLC | 0.64% | Reduce -3.1% | 20,499 | $2.0M |
| First Foundation Advisors | 0.07% | Reduce -4.7% | 20,488 | $2.0M |
| D.A. Davidson & Co. | 0.02% | Reduce -5.3% | 20,418 | $2.0M |
| Strategic Financial Concepts, LLC | 0.37% | Add +327.9% | 19,986 | $1.9M |
| Verdence Capital Advisors LLC | 0.15% | Add +84.6% | 19,819 | $1.9M |
| FWG Investments, LLC. | 1.49% | Add +17.9% | 19,777 | $1.9M |
| Strata Wealth Advisors, LLC | 0.60% | Reduce -4.6% | 19,714 | $1.9M |
| BCU Wealth Advisors, LLC | 1.08% | Add +22.3% | 19,606 | $1.9M |
| LifePlan Investment Advisors, Inc. | 1.16% | Add +44.5% | 19,367 | $1.9M |
| Cannon Financial Strategists, Inc. | 0.32% | No change | 19,028 | $1.8M |
| Sowell Financial Services LLC | 0.10% | Reduce -16.0% | 18,815 | $1.8M |
| Transcend Capital Advisors, LLC | 0.13% | Reduce -26.1% | 18,764 | $1.8M |
| First Heartland Consultants, Inc. | 0.18% | Add +41.9% | 18,496 | $1.8M |
| Sovereign Financial Group, Inc. | 0.41% | Add +8.6% | 18,442 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -9.2% | 18,412 | $1.8M |
| Hutchens & Kramer Investment Management Group, LLC | 0.96% | Add +5.8% | 18,327 | $1.8M |
| TD Private Client Wealth LLC | 0.05% | Add +3.5% | 18,190 | $1.8M |
| Trustmark Bank Trust Department | 0.13% | Reduce -9.9% | 18,059 | $1.7M |
| Turtle Creek Wealth Advisors, LLC | 0.40% | No change | 18,016 | $1.7M |
| Clearview Wealth Advisors LLC | 1.32% | Reduce -3.1% | 17,890 | $1.7M |
| Trust Point Inc. | 0.12% | Add +230.3% | 17,710 | $1.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.23% | Add +24.1% | 17,658 | $1.7M |
| Ascent Group, LLC | 0.13% | Reduce -21.3% | 17,446 | $1.7M |
| Maripau Wealth Management LLC | 1.00% | Reduce -33.4% | 17,435 | $1.7M |
| Merkkuri Wealth Advisors LLC | 1.33% | Add +19.4% | 17,413 | $1.7M |
| BridgePort Financial Solutions, LLC | 0.76% | — | 16,459 | $1.7M |
| ARK & TLK Investments, LLC | 0.58% | No change | 17,345 | $1.7M |
| Nwam LLC | 0.10% | Add +46.5% | 17,299 | $1.7M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.41% | No change | 17,200 | $1.7M |
| Capital A Wealth Management, LLC | 2.75% | — | 17,140 | $1.7M |
| OMNI 360 Wealth, Inc. | 1.09% | Add +8.0% | 16,999 | $1.6M |
| Silver Oak Securities, Incorporated | 0.15% | Reduce -8.4% | 16,903 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +3.2% | 16,855 | $1.6M |
| Jacksonville Wealth Management, LLC | 1.52% | — | 16,853 | $1.6M |
| Wealthspire Advisors, LLC | 0.02% | Add +299.1% | 16,798 | $1.6M |
| Paces Ferry Wealth Advisors, LLC | 0.79% | Reduce -0.3% | 16,778 | $1.6M |
| InvesTrust | 0.44% | — | 16,488 | $1.6M |
| Centaurus Financial, Inc. | 0.10% | Add +2.8% | 16,232 | $1.6M |
| Creative Financial Designs Inc. | 0.13% | Reduce -22.2% | 15,935 | $1.5M |
| Stock Yards Bank & Trust Co. | 0.05% | Add +10.5% | 15,917 | $1.5M |
| Mechanics Bank Trust Department | 0.20% | Reduce -35.7% | 15,780 | $1.5M |
| Shum Financial Group, Inc. | 1.31% | Add +8.0% | 15,671 | $1.5M |
| Diversified Enterprises, LLC | 0.15% | Add +13.7% | 15,659 | $1.5M |
| Paladin Advisory Group, LLC | 1.16% | Add +1.6% | 15,599 | $1.5M |
| Mgo One Seven LLC | 0.06% | Reduce -8.4% | 15,367 | $1.5M |
| Angeles Investment Advisors, LLC | 0.07% | Reduce -48.3% | 15,155 | $1.5M |
| Raleigh Capital Management Inc. | 0.57% | Add +15.7% | 15,142 | $1.5M |
| Emergent Wealth Advisors, LLC | 1.06% | Add +1.4% | 15,124 | $1.5M |
| Keystone Wealth Services, LLC | 0.39% | Add +6.2% | 15,076 | $1.5M |
| Allegheny Financial Group | 0.37% | Add +16.5% | 14,993 | $1.5M |
| Advisors Capital Management, LLC | 0.02% | Add +0.3% | 14,939 | $1.4M |
| Ridgeline Wealth, LLC | 1.18% | — | 14,893 | $1.4M |
| Axis Wealth Partners, LLC | 1.20% | — | 14,680 | $1.4M |
| Elios Financial Group Inc. | 0.67% | Add +0.3% | 14,664 | $1.4M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -3.2% | 14,624 | $1.4M |
| Brown Advisory Inc. | 0.00% | Add +25.2% | 14,610 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Add +17.8% | 14,606 | $1.4M |
| Keel Point, LLC | 0.11% | Add +5.2% | 14,572 | $1.4M |
| SCS Capital Management LLC | 0.03% | Add +7.6% | 14,390 | $1.4M |
| Causey Wealth LLC | 0.80% | — | 14,253 | $1.4M |
| Anchor Pointe Wealth Management, LLC | 1.77% | — | 14,052 | $1.4M |
| Aspire Private Capital, LLC | 0.34% | Add +19.7% | 14,033 | $1.4M |
| Dynamic Financial Group | 1.38% | — | 14,022 | $1.4M |
| Penobscot Investment Management Company, Inc. | 0.12% | Reduce -3.7% | 13,910 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Add +1.2% | 13,852 | $1.3M |
| Hardy Reed LLC | 0.12% | Add +2.8% | 13,846 | $1.3M |
| Cooper Financial Group | 0.16% | Add +31.8% | 13,820 | $1.3M |
| Financial Counselors Inc. | 0.02% | Reduce -9.0% | 13,793 | $1.3M |
| Ironwood Investment Counsel, LLC | 0.23% | Add +0.1% | 13,735 | $1.3M |
| Addison Capital Co | 0.53% | Add +38.5% | 13,667 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Add +55.3% | 13,471 | $1.3M |
| SOL Capital Management CO | 0.14% | Add +2.4% | 13,305 | $1.3M |
| Pachira Investments Inc. | 0.79% | Add +0.7% | 13,251 | $1.3M |
| Silvercrest Asset Management Group LLC | 0.01% | New | 13,184 | $1.3M |
| Quadrature Capital Ltd | 0.03% | New | 13,160 | $1.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.48% | — | 13,069 | $1.3M |
| Fiducient Advisors LLC | 0.16% | Add +210.3% | 13,013 | $1.3M |
| Dentgroup LLC | 0.95% | Add +31.7% | 12,834 | $1.2M |
| Mendel Capital Management LLC | 0.75% | Reduce -2.6% | 12,815 | $1.2M |
| Washington Trust Bank | 0.12% | Add +130.4% | 12,681 | $1.2M |
| Seneca Financial Advisors LLC | 0.61% | Reduce -14.0% | 12,627 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Reduce -1.1% | 12,606 | $1.2M |
| Duncan Williams Asset Management, LLC | 0.48% | Add +7.6% | 12,588 | $1.2M |
| AQR Capital Management | 0.00% | Add +16.4% | 12,499 | $1.2M |
| Tempus Wealth Planning, LLC | 0.37% | Add +10.1% | 12,485 | $1.2M |
| Provident Wealth Management, LLC | 0.40% | Reduce -6.4% | 12,406 | $1.2M |
| Arcadia Wealth Management, LLC | 0.60% | Add +0.7% | 12,159 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 12,000 | $1.2M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -62.0% | 11,955 | $1.2M |
| Dakota Wealth Management | 0.03% | New | 11,955 | $1.2M |
| RDA Financial Network | 0.34% | Add +55.7% | 11,953 | $1.2M |
| AMG National Trust Bank | 0.03% | Reduce -5.1% | 11,841 | $1.1M |
| Bison Wealth, LLC | 0.25% | Reduce -61.5% | 11,804 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +0.3% | 11,776 | $1.1M |
| WealthTrak Capital Management LLC | 0.96% | — | 11,720 | $1.1M |
| Latitude Advisors, LLC | 0.64% | Add +29.5% | 11,716 | $1.1M |
| Beacon Financial Advisory LLC | 0.37% | Add +14.1% | 11,713 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +218.3% | 11,685 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +22.2% | 11,660 | $1.1M |
| Western Wealth Management, LLC | 0.06% | Add +12.2% | 11,611 | $1.1M |
| Milestone Investment Advisors LLC | 0.30% | Reduce -4.7% | 11,595 | $1.1M |
| Institute for Wealth Management, LLC. | 0.14% | Add +1.6% | 11,575 | $1.1M |
| Cook Wealth, LLC | 0.52% | Add +10.8% | 10,912 | $1.1M |
| Evoke Wealth, LLC | 0.03% | Reduce -8.7% | 11,307 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -2.6% | 11,286 | $1.1M |
| Mainstream Capital Management LLC | 0.76% | Add +2.8% | 11,242 | $1.1M |
| Cardiff Park Advisors, LLC | 0.10% | Reduce -2.2% | 11,212 | $1.1M |
| Squarepoint Ops LLC | 0.00% | New | 11,124 | $1.1M |
| BTC Capital Management, Inc. | 0.10% | No change | 11,025 | $1.1M |
| Arkadios Wealth Advisors | 0.06% | Add +8.4% | 11,008 | $1.1M |
| Avantra Family Wealth, Inc. | 0.99% | — | 10,972 | $1.1M |
| Absolute Capital Management, LLC | 0.59% | Add +19.2% | 10,934 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +141.9% | 10,807 | $1.0M |
| Waterway Wealth Management, LLC | 0.46% | New | 10,778 | $1.0M |
| Keybank National Association | 0.00% | Add +5.5% | 10,735 | $1.0M |
| Jacobi Capital Management LLC | 0.08% | Add +8.0% | 10,706 | $1.0M |
| Valley National Advisers Inc. | 0.18% | Add +0.7% | 10,640 | $1.0M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -75.9% | 10,609 | $1.0M |
| Private Trust Co. NA | 0.10% | Add +4.0% | 10,548 | $1.0M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -8.0% | 10,529 | $1.0M |
| Semmax Financial Advisors Inc. | 0.27% | Add +26.7% | 9,702 | $1.0M |
| Catalina Capital Group, LLC | 0.33% | Add +14.5% | 10,487 | $1.0M |
| Sofi Wealth, LLC | 0.07% | New | 10,485 | $1.0M |
| BIP Wealth, LLC | 0.07% | Reduce -0.6% | 10,372 | $1.0M |
| Global Wealth Management Investment Advisory, Inc. | 0.20% | Reduce -1.4% | 10,263 | $994K |
| Larson Financial Group LLC | 0.05% | Reduce -13.9% | 10,214 | $989K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | New | 10,075 | $976K |
| Optivise Advisory Services LLC | 0.53% | Add +2.6% | 10,066 | $975K |
| Stone Summit Wealth LLC | 0.32% | Add +2.0% | 9,888 | $957K |
| Atlatl Advisers LLC | 0.56% | — | 9,854 | $954K |
| Two West Capital Advisors LLC | 0.82% | Add +15.4% | 9,845 | $953K |
| Compound Planning, Inc. | 0.05% | Add +18.7% | 9,844 | $953K |
| Resurgent Financial Advisors LLC | 0.56% | Add +42.0% | 9,810 | $950K |
| Canopy Partners, LLC | 0.36% | Reduce -0.6% | 9,791 | $948K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.3% | 9,787 | $948K |
| Accelerate Investment Advisors LLC | 0.83% | Add +36.0% | 9,693 | $939K |
| Lifeworks Advisors, LLC | 0.17% | Add +10.1% | 9,668 | $936K |
| American State Bank (Iowa) | 0.56% | No change | 9,667 | $936K |
| Coldstream Capital Management Inc. | 0.02% | Add +16.1% | 9,601 | $930K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 9,565 | $926K |
| Peninsula Wealth, LLC | 0.16% | Reduce -19.9% | 9,455 | $916K |
| Golden State Wealth Management, LLC | 0.14% | — | 9,445 | $915K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +36.2% | 9,397 | $910K |
| Ieq Capital, LLC | 0.01% | Add +0.6% | 9,351 | $905K |
| Rockland Trust Co. | 0.05% | Add +85.7% | 9,270 | $898K |
| Transce3nd, LLC | 0.30% | — | 9,250 | $896K |
| Old National Bancorp | 0.02% | New | 9,173 | $888K |
| Legacy Capital Wealth Partners, LLC | 0.22% | New | 9,160 | $887K |
| Diversified Trust Co. | 0.02% | Add +38.0% | 9,153 | $886K |
| World Equity Group, Inc. | 0.19% | Add +90.0% | 9,151 | $886K |
| Avantax Planning Partners, Inc. | 0.03% | Add +0.2% | 9,137 | $885K |
| Wescott Financial Advisory Group, LLC | 0.09% | Add +17.0% | 9,105 | $882K |
| Cibc World Market Inc. | 0.00% | Reduce -5.0% | 9,081 | $879K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -2.4% | 9,051 | $876K |
| Sound Income Strategies, LLC | 0.05% | Add +47.3% | 9,018 | $873K |
| Ritter Daniher Financial Advisory LLC / DE | 0.25% | Reduce -0.5% | 9,014 | $873K |
| Legacy Wealth Asset Management, LLC | 0.24% | Add +245.3% | 8,933 | $865K |
| Calydon Capital | 0.17% | Add +0.7% | 8,930 | $865K |
| James J. Burns & Company, LLC | 0.15% | Add +0.3% | 8,813 | $853K |
| Citadel Advisors | 0.00% | Reduce -11.1% | 8,763 | $849K |
| Luts & Greenleigh Group, Inc. | 0.84% | Add +3.0% | 8,740 | $846K |
| WR Wealth Planners, LLC | 0.27% | Reduce -55.9% | 8,712 | $844K |
| VestGen Investment Management | 0.23% | Reduce -6.3% | 8,661 | $839K |
| Lloyd Advisory Services, LLC. | 0.39% | Add +13.9% | 8,525 | $825K |
| Watchman Group, Inc. | 0.22% | Add +6.6% | 8,484 | $822K |
| Quest 10 Wealth Builders, Inc. | 0.81% | — | 8,452 | $818K |
| First Citizens Financial Corp | 0.44% | Add +1.5% | 8,375 | $811K |
| Armstrong, Fleming & Moore, Inc | 0.49% | No change | 8,371 | $811K |
| StoneX Group Inc. | 0.04% | Add +52.0% | 8,367 | $810K |
| Fragasso Financial Advisors Inc | 0.06% | Reduce -9.4% | 8,348 | $808K |
| Collective Family Office LLC | 0.22% | No change | 8,255 | $799K |
| Legacy Edge Advisors, LLC | 0.13% | Add +22.9% | 8,233 | $799K |
| Beacon Financial Group | 0.09% | Add +20.0% | 8,238 | $798K |
| Oxford Financial Group, LTD. LLC | 0.05% | Add +10.2% | 8,183 | $792K |
| Mycio Wealth Partners, LLC | 0.19% | Add +0.7% | 8,159 | $790K |
| Parallel Advisors, LLC | 0.02% | Add +9.5% | 8,154 | $790K |
| Wedbush Securities Inc. | 0.03% | Add +25.0% | 8,136 | $788K |
| Evensky & Katz LLC | 0.05% | Add +0.6% | 8,059 | $780K |
| Palisade Asset Management, LLC | 0.08% | Reduce -0.0% | 8,031 | $778K |
| Horan Securities, Inc. | 0.29% | Reduce -7.9% | 8,017 | $776K |
| Semus Wealth Partners LLC | 0.51% | Add +29.7% | 7,988 | $773K |
| Alterna Wealth Management, Inc. | 0.65% | Add +26.1% | 7,966 | $771K |
| Synovus Financial Corp. | 0.01% | Reduce -0.2% | 7,725 | $748K |
| Canvas Wealth Advisors, LLC | 0.19% | Add +6.6% | 7,686 | $744K |
| Copia Wealth Management | 0.71% | — | 7,654 | $741K |
| Sax Wealth Advisors, LLC | 0.06% | Add +1.3% | 7,583 | $734K |
| Quadcap Wealth Management, LLC | 0.11% | Reduce -6.8% | 7,504 | $727K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -0.9% | 7,371 | $722K |
| HRT Financial LP | 0.00% | New | 7,450 | $721K |
| Macroview Investment Management LLC | 0.73% | Add +2.7% | 7,424 | $719K |
| James Investment Research, Inc. | 0.09% | Add +7.3% | 7,409 | $717K |
| RHS Financial, LLC | 0.37% | Add +22.5% | 7,386 | $715K |
| Magnus Financial Group LLC | 0.07% | Add +34.7% | 7,381 | $715K |
| Cornerstone Wealth Advisors, Inc. | 0.20% | Add +1.1% | 7,355 | $712K |
| Morris Financial Concepts, Inc. | 0.30% | Add +16.1% | 7,334 | $710K |
| Maiden Cove Capital, LLC | 1.07% | Reduce -7.3% | 7,241 | $701K |
| Wealthfront Advisers LLC | 0.00% | Add +13.1% | 7,187 | $696K |
| Noble Family Wealth, LLC | 0.19% | No change | 7,160 | $695K |
| LMCG Investments, LLC | 0.04% | Reduce -13.0% | 7,173 | $695K |
| LGT Financial Advisors LLC | 1.54% | Add +22.6% | 7,168 | $694K |
| GeoWealth Management, LLC | 0.02% | Add +12.7% | 7,113 | $689K |
| TRUE Private Wealth Advisors | 0.08% | Reduce -55.6% | 7,046 | $682K |
| HRC Wealth Management, LLC | 0.40% | Add +8.2% | 6,992 | $677K |
| Schneider Downs Wealth Management Advisors, LP | 0.13% | No change | 6,984 | $676K |
| Legacy Financial Advisors, Inc. | 0.11% | New | 6,950 | $673K |
| Integrated Advisors Network LLC | 0.03% | Add +15.1% | 6,945 | $672K |
| LexAurum Advisors, LLC | 0.13% | Add +2.3% | 6,842 | $662K |
| MSH Capital Advisors LLC | 0.21% | Add +15.8% | 6,813 | $660K |
| Lantern Wealth Advisors, LLC | 0.42% | Add +20.2% | 6,757 | $654K |
| UNIVEST FINANCIAL Corp | 0.04% | Reduce -15.2% | 6,739 | $653K |
| Sage Financial Group Inc. | 0.05% | Reduce -3.1% | 6,666 | $645K |
| Wingate Wealth Advisors, Inc. | 0.63% | — | 6,658 | $645K |
| SGL Investment Advisors, Inc. | 0.33% | Add +5.2% | 6,246 | $645K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -5.0% | 6,649 | $644K |
| DGS Capital Management, LLC | 0.16% | Reduce -14.2% | 6,620 | $641K |
| Bridges Investment Management Inc. | 0.01% | No change | 6,440 | $624K |
| WASHINGTON TRUST Co | 0.02% | No change | 6,386 | $618K |
| Advisory Alpha, LLC | 0.02% | Reduce -0.7% | 6,263 | $606K |
| FSC Wealth Advisors, LLC | 0.39% | Add +35.2% | 6,263 | $606K |
| DAVENPORT & Co LLC | 0.00% | Add +19.9% | 6,208 | $601K |
| FLP Wealth Management, LLC | 1.53% | — | 6,187 | $599K |
| Leisure Capital Management | 0.23% | Add +40.0% | 6,145 | $595K |
| Pallas Capital Advisors LLC | 0.03% | Add +7.7% | 6,140 | $595K |
| JT Stratford LLC | 0.10% | Add +14.0% | 6,138 | $594K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.4% | 6,130 | $594K |
| Pines Wealth Management, LLC | 0.25% | — | 6,034 | $584K |
| Choate Investment Advisors | 0.01% | No change | 6,025 | $583K |
| Cypress Capital Group | 0.07% | Reduce -31.1% | 6,001 | $581K |
| Fifth Third Wealth Advisors LLC | 0.03% | Add +129.4% | 5,942 | $575K |
| Harbour Capital Advisors, LLC | 0.13% | No change | 5,906 | $573K |
| Kelly Financial Services LLC | 0.21% | Add +35.1% | 5,908 | $573K |
| Net Worth Advisory Group | 0.17% | Add +0.0% | 5,892 | $571K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -44.6% | 5,877 | $569K |
| Betterment LLC | 0.00% | Reduce -1.8% | 5,842 | $566K |
| MIdWestOne Financial Group, Inc. | 0.08% | No change | 5,844 | $566K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +8.3% | 5,826 | $564K |
| Summit Financial, LLC | 0.02% | Add +30.8% | 5,805 | $562K |
| Elevated Capital Advisors, LLC | 0.15% | Reduce -10.6% | 5,757 | $557K |
| PUREfi Wealth, LLC | 0.54% | — | 5,751 | $557K |
| Fulcrum Equity Management | 0.55% | Add +15.2% | 5,738 | $556K |
| Independent Financial Group, LLC | 0.02% | Reduce -13.2% | 5,727 | $555K |
| Sachetta, LLC | 0.22% | Add +9.6% | 5,717 | $554K |
| Gallagher Fiduciary Advisors, LLC | 0.11% | Add +44.0% | 5,702 | $552K |
| Pinnacle Family Advisors, LLC | 0.27% | Add +6.0% | 5,680 | $550K |
| WealthPlan Investment Management, LLC | 0.05% | New | 5,651 | $547K |
| Montecito Bank & Trust | 0.09% | Reduce -6.4% | 5,621 | $544K |
| Perennial Investment Advisors, LLC | 0.06% | Add +22.3% | 5,614 | $544K |
| Moneco Advisors, LLC | 0.06% | Add +11.1% | 5,526 | $535K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -0.5% | 5,469 | $530K |
| Vermillion & White Wealth Management Group, LLC | 0.39% | Reduce -1.5% | 5,423 | $525K |
| Fund Evaluation Group, LLC | 0.02% | New | 5,385 | $521K |
| Birch Hill Investment Advisors LLC | 0.02% | No change | 5,373 | $520K |
| Associated Banc-Corp | 0.02% | Reduce -6.7% | 5,364 | $519K |
| Fairvoy Private Wealth, LLC | 0.14% | — | 5,350 | $518K |
| Alerus Financial NA | 0.04% | No change | 5,300 | $513K |
| Daymark Wealth Partners, LLC | 0.02% | New | 5,231 | $507K |
| Conning Inc. | 0.02% | Reduce -21.8% | 5,226 | $506K |
| Greenwood Capital Associates LLC | 0.07% | Reduce -87.4% | 5,202 | $504K |
| Novus Advisors, LLC | 0.50% | — | 5,182 | $502K |
| Independence Bank of Kentucky | 0.08% | No change | 5,109 | $495K |
| FineMark National Bank & Trust | 0.02% | No change | 5,108 | $495K |
| Sheets Smith Wealth Management | 0.06% | Reduce -6.3% | 5,082 | $492K |
| Oliver Lagore Vanvalin Investment Group | 0.13% | Add +13.9% | 5,070 | $491K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.5% | 5,066 | $491K |
| Vantage Financial Partners, LLC | 0.12% | Reduce -37.9% | 5,062 | $490K |
| Gables Capital Management Inc. | 0.23% | No change | 5,007 | $485K |
| Boston Financial Mangement LLC | 0.01% | No change | 4,981 | $482K |
| Quantinno Capital Management LP | 0.00% | New | 4,980 | $482K |
| Herold Advisors, Inc. | 0.10% | Add +19.4% | 4,962 | $480K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -39.5% | 4,918 | $476K |
| TrueWealth Advisors, LLC | 0.16% | Add +24.0% | 4,840 | $469K |
| Flagstar Securities, Inc. | 0.12% | Add +18.1% | 4,836 | $468K |
| Blue Oak Capital, LLC | 0.28% | — | 4,819 | $467K |
| Rosenberg Matthew Hamilton | 0.12% | Add +0.1% | 4,791 | $464K |
| Syntegra Private Wealth Group, LLC | 0.05% | Add +11.1% | 4,760 | $461K |
| Rappaport Reiches Capital Management, LLC | 0.12% | No change | 4,673 | $452K |
| Aveo Capital Partners, LLC | 0.05% | Add +21.8% | 4,659 | $451K |
| Midwest Heritage Bank, FSB | 0.21% | Reduce -28.7% | 4,642 | $449K |
| Continuum Advisory, LLC | 0.06% | Add +1.2% | 4,562 | $442K |
| Athena Investment Management | 0.25% | Reduce -0.2% | 4,528 | $438K |
| Avid Wealth Partners LLC | 0.31% | New | 4,527 | $438K |
| Lion Street Advisors, LLC | 0.14% | Add +60.1% | 4,493 | $435K |
| MAI Capital Management | 0.00% | Reduce -1.9% | 4,484 | $434K |
| Composition Wealth, LLC | 0.01% | New | 4,424 | $428K |
| New Republic Capital, LLC | 0.28% | Add +31.5% | 4,374 | $424K |
| Cary Street Partners Investment Advisory LLC | 0.28% | Reduce -98.7% | 4,351 | $421K |
| REAP Financial Group, LLC | 0.10% | Reduce -2.4% | 4,288 | $415K |
| Procyon Advisors, LLC | 0.03% | New | 4,283 | $415K |
| Unified Investment Management | 0.47% | — | 4,278 | $414K |
| Beacon Financial Planning, Inc. | 0.24% | Add +15.6% | 4,267 | $413K |
| Fermata Advisors, LLC | 0.08% | Add +0.1% | 4,261 | $413K |
| Hickory Point Bank & Trust | 0.36% | — | 4,174 | $404K |
| Martin Worley Group | 0.25% | — | 4,173 | $404K |
| Bogart Wealth, LLC | 0.02% | No change | 4,170 | $404K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -3.5% | 4,148 | $402K |
| Quartz Partners, LLC | 0.24% | Reduce -6.4% | 4,126 | $400K |
| Highland Capital Management, LLC | 0.02% | Add +0.0% | 4,124 | $399K |
| Mission Wealth Management, LP | 0.01% | Reduce -45.3% | 4,121 | $399K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -3.5% | 4,056 | $393K |
| Lord & Richards Wealth Management, LLC | 0.83% | — | 4,041 | $391K |
| Sound Financial Strategies Group, LLC | 0.33% | Reduce -9.0% | 4,040 | $391K |
| Fisher Asset Management | 0.00% | Add +5.3% | 4,023 | $390K |
| Doliver Advisors, LP | 0.11% | Reduce -1.4% | 3,960 | $383K |
| Heritage Family Offices, LLP | 0.19% | Add +14.8% | 3,910 | $379K |
| Hilltop National Bank | 0.11% | No change | 3,875 | $375K |
| Simplicity Wealth,LLC | 0.08% | Reduce -95.2% | 3,872 | $375K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -7.0% | 3,864 | $374K |
| Wolff Financial Management LLC | 0.10% | Reduce -7.7% | 3,865 | $374K |
| MainStreet Investment Advisors LLC | 0.05% | No change | 3,848 | $373K |
| Ledyard National Bank | 0.03% | Reduce -2.5% | 3,830 | $371K |
| Fidelis Capital Partners, LLC | 0.04% | No change | 3,687 | $371K |
| Freedom Investment Management, Inc. | 0.03% | Add +14.8% | 3,806 | $369K |
| Urban Financial Advisory Corp | 0.20% | Add +0.7% | 3,792 | $367K |
| UMB Bank, n.a. | 0.01% | Reduce -2.4% | 3,769 | $365K |
| HUB Investment Partners, LLC | 0.02% | Add +68.8% | 3,743 | $362K |
| Balentine LLC | 0.01% | Reduce -8.9% | 3,731 | $361K |
| Hobart Private Capital, LLC | 0.09% | Reduce -1.4% | 3,728 | $361K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 3,697 | $358K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -21.0% | 3,692 | $357K |
| Guidance Point Advisors, LLC | 0.10% | New | 3,663 | $355K |
| TD Capital Management LLC | 0.04% | Add +0.6% | 3,645 | $353K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,615 | $350K |
| QRG Capital Management, Inc. | 0.00% | Reduce -18.3% | 3,602 | $349K |
| Droms Strauss Advisors Inc. /Mo/ | 0.11% | Reduce -3.4% | 3,601 | $349K |
| Bragg Financial Advisors, Inc | 0.01% | New | 3,595 | $348K |
| Tocqueville Asset Management L.P. | 0.01% | Add +7.7% | 3,510 | $340K |
| Fifth Third Securities, Inc. | 0.03% | No change | 3,506 | $339K |
| Northeast Financial Consultants Inc | 0.01% | No change | 3,463 | $335K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -11.7% | 3,438 | $333K |
| Advyzon Investment Management, LLC | 0.13% | — | 3,430 | $332K |
| Evanson Asset Management, LLC | 0.02% | No change | 3,428 | $332K |
| Milestone Asset Management Group, LLC | 0.30% | — | 3,416 | $331K |
| Connecticut Wealth Management, LLC | 0.02% | Add +0.4% | 3,410 | $330K |
| Cape Investment Advisory, Inc. | 0.13% | Add +18.2% | 3,405 | $330K |
| Financial Perspectives, Inc | 0.11% | Reduce -8.2% | 3,391 | $328K |
| CGN Advisors LLC | 0.03% | Reduce -17.4% | 3,383 | $328K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -11.2% | 3,363 | $326K |
| Aspire Capital Advisors LLC | 0.09% | Reduce -6.5% | 3,355 | $325K |
| Decker Retirement Planning Inc. | 0.19% | — | 3,353 | $325K |
| Hilltop Holdings Inc. | 0.02% | New | 3,330 | $322K |
| Ewa, LLC | 0.12% | New | 3,328 | $322K |
| Empirical Asset Management, LLC | 0.11% | Add +27.1% | 3,319 | $321K |
| Veracity Capital LLC | 0.12% | New | 3,307 | $320K |
| Westfuller Advisors, LLC | 0.20% | No change | 3,292 | $319K |
| Bristlecone Advisors, LLC | 0.02% | No change | 3,287 | $318K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 3,269 | $316K |
| Kovack Advisors, Inc. | 0.03% | Reduce -1.7% | 3,267 | $316K |
| Aprio Wealth Management, LLC | 0.05% | Add +0.7% | 3,205 | $310K |
| International Assets Investment Management, LLC | 0.03% | New | 3,207 | $310K |
| Talisman Wealth Advisors LLC | 0.33% | New | 3,176 | $308K |
| Roehl & Yi Investment Advisors, LLC | 0.17% | — | 3,154 | $305K |
| McGlone Suttner Wealth Management, Inc. | 0.05% | Add +36.3% | 3,101 | $300K |
| Marcum Wealth, LLC | 0.03% | New | 3,074 | $298K |
| Stephens Inc. | 0.00% | No change | 3,064 | $297K |
| Argent Trust Co | 0.01% | Add +2.6% | 3,060 | $296K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +34.7% | 3,041 | $294K |
| Lido Advisors, LLC | 0.00% | Add +51.9% | 3,031 | $293K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -15.7% | 3,023 | $292K |
| Allworth Financial LP | 0.00% | Reduce -6.5% | 2,890 | $292K |
| Global Wealth Strategies & Associates | 0.09% | No change | 3,004 | $291K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.6% | 2,943 | $285K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.8% | 2,930 | $284K |
| Waldron Private Wealth LLC | 0.01% | Add +24.4% | 2,929 | $284K |
| Midwest Capital Advisors, LLC | 0.21% | — | 2,928 | $284K |
| Axim Planning & Wealth | 0.30% | Add +50.6% | 2,926 | $283K |
| Fortress Financial Group, LLC | 0.28% | — | 2,894 | $280K |
| Kelly Financial Group LLC | 0.10% | — | 2,887 | $280K |
| SMART Wealth LLC | 0.10% | Add +35.9% | 2,878 | $279K |
| GGM Financial LLC | 0.30% | Add +0.5% | 2,876 | $278K |
| Family Firm, Inc. | 0.06% | Add +0.7% | 2,855 | $277K |
| FSA Advisors, Inc. | 0.34% | Reduce -12.1% | 2,844 | $275K |
| Community Financial Services Group, LLC | 0.05% | No change | 2,832 | $274K |
| CIBC Private Wealth Group LLC | 0.00% | Add +84.5% | 2,767 | $271K |
| Opal Wealth Advisors, LLC | 0.08% | New | 2,798 | $271K |
| Lokken Investment Group LLC | 0.12% | Add +14.1% | 2,778 | $269K |
| Stephen J. Garry & Associates, LLC | 0.25% | No change | 2,765 | $268K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.10% | Add +17.6% | 2,729 | $264K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -14.6% | 2,723 | $264K |
| Essex Bank | 0.06% | Reduce -3.6% | 2,696 | $261K |
| Wedmont Private Capital | 0.01% | Add +1.0% | 2,681 | $259K |
| FLC Capital Advisors | 0.06% | Reduce -15.3% | 2,671 | $259K |
| West Coast Financial LLC | 0.03% | No change | 2,667 | $258K |
| Wrapmanager Inc. | 0.07% | Reduce -12.1% | 2,628 | $254K |
| Western Financial Corp | 0.14% | Reduce -31.7% | 2,622 | $254K |
| Belpointe Asset Management LLC | 0.02% | Add +11.4% | 2,365 | $253K |
| Cortland Associates Inc. | 0.03% | No change | 2,614 | $253K |
| Madison Wealth Partners, Inc | 0.07% | Reduce -5.5% | 2,600 | $252K |
| Midland Wealth Advisors, LLC | 0.01% | Reduce -30.2% | 2,575 | $249K |
| Modera Wealth Management, LLC | 0.00% | Reduce -11.9% | 2,563 | $248K |
| Able Wealth Management LLC | 0.16% | Reduce -26.0% | 2,556 | $247K |
| Altfest L J & Co. Inc. | 0.03% | No change | 2,538 | $246K |
| Gotham Asset Management | 0.00% | New | 2,535 | $245K |
| Fortis Capital Advisors, LLC | 0.08% | Add +7.0% | 2,272 | $244K |
| ERn Financial, LLC | 0.04% | Add +1.5% | 2,516 | $244K |
| TAP Consulting, LLC | 0.05% | Add +0.7% | 2,515 | $244K |
| Clarius Group, LLC | 0.02% | No change | 2,505 | $243K |
| GTS Securities LLC | 0.01% | New | 2,500 | $242K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,491 | $241K |
| Synergy Financial Group, LTD | 0.20% | No change | 2,473 | $239K |
| Tritonpoint Wealth, LLC | 0.02% | Add +4.5% | 2,464 | $239K |
| Flputnam Investment Management Co. | 0.00% | Reduce -40.9% | 2,459 | $238K |
| Miller Investment Management, LP | 0.03% | No change | 2,455 | $238K |
| My Personal CFO, LLC | 0.12% | No change | 2,447 | $237K |
| Tassel Capital Management, Inc. | 0.21% | — | 2,432 | $235K |
| Haverford Trust Co | 0.00% | Reduce -36.9% | 2,397 | $232K |
| Stage Harbor Financial, LLC | 0.20% | Add +7.2% | 2,376 | $230K |
| Fonville Wealth Management LLC | 0.08% | Reduce -1.8% | 2,375 | $230K |
| Eagle Strategies LLC | 0.04% | Add +5.6% | 2,360 | $229K |
| Yoffe Investment Management, LLC | 0.34% | — | 2,358 | $228K |
| Oakworth Capital, Inc. | 0.02% | No change | 2,355 | $228K |
| Brass Tax Wealth Management, Inc. | 0.05% | Add +0.3% | 2,335 | $226K |
| Goldstein Advisors, LLC | 0.03% | Reduce -10.9% | 2,332 | $226K |
| Weinberger Asset Management, Inc | 0.09% | Reduce -14.7% | 2,331 | $226K |
| Montag & Caldwell, LLC | 0.05% | Reduce -46.3% | 2,331 | $226K |
| Fifth Third Bancorp | 0.00% | No change | 2,307 | $223K |
| Means Investment Co., Inc. | 0.02% | Reduce -0.9% | 2,303 | $223K |
| Oregon Pacific Wealth Management, LLC | 0.22% | — | 2,298 | $223K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,289 | $222K |
| Taylor & Morgan Wealth Management, LLC | 0.15% | Add +0.7% | 2,250 | $218K |
| Financial Partners Group, Inc | 0.03% | Reduce -8.8% | 2,232 | $216K |
| Faithward Advisors, LLC | 0.04% | Reduce -5.0% | 2,216 | $215K |
| Ascentis Wealth Management, LLC | 0.07% | Add +32.5% | 2,203 | $213K |
| FF Advisors,LLC | 0.15% | No change | 2,100 | $212K |
| SilverOak Wealth Management LLC | 0.05% | New | 2,179 | $211K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -40.5% | 2,169 | $210K |
| Impact Partnership Wealth, LLC | 0.04% | New | 2,169 | $210K |
| Delta Investment Management, LLC | 0.04% | Add +0.1% | 2,157 | $209K |
| Level Four Advisory Services, LLC | 0.01% | No change | 2,149 | $208K |
| White Lighthouse Investment Management Inc. | 0.04% | Reduce -2.0% | 2,135 | $207K |
| BCS Wealth Management | 0.05% | New | 2,130 | $206K |
| Welch & Forbes LLC | 0.00% | New | 2,127 | $206K |
| Criterion Capital Advisors, LLC | 0.13% | No change | 2,012 | $206K |
| Neumann Capital Management, LLC | 0.07% | No change | 2,125 | $206K |
| CRA Financial Services, LLC | 0.04% | No change | 2,125 | $206K |
| Catalyst Financial Partners LLC | 0.04% | Add +1.6% | 2,123 | $206K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +6.5% | 2,110 | $204K |
| Keyvantage Wealth, LLC | 0.15% | — | 2,108 | $204K |
| Bonfire Financial | 0.18% | — | 2,094 | $203K |
| Marino, Stram & Associates LLC | 0.04% | Add +8.5% | 2,086 | $202K |
| Global Financial Private Client, LLC | 0.08% | Add +4.9% | 2,083 | $202K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -95.0% | 2,079 | $201K |
| W.H. Cornerstone Investments Inc. | 0.13% | Add +0.3% | 2,076 | $201K |
| Wellment Financial | 0.25% | — | 2,075 | $201K |
| Hudson Portfolio Management LLC | 0.20% | Add +8.1% | 2,070 | $200K |
| Family Office Research LLC | 0.09% | — | 2,068 | $200K |
| Arcadia Investment Advisors LLC | 0.11% | No change | 2,040 | $198K |
| Ameriflex Group, Inc. | 0.09% | — | 1,897 | $193K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 1,967 | $190K |
| Howe & Rusling Inc. | 0.02% | Add +12156.3% | 1,961 | $190K |
| Arax Advisory Partners | 0.01% | Add +637.1% | 1,909 | $185K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 1,783 | $173K |
| Founders Financial Alliance, LLC | 0.05% | Add +0.1% | 1,776 | $172K |
| 2UniFi Bank | 0.11% | — | 1,755 | $170K |
| First Financial Corp. | 0.08% | Reduce -8.0% | 1,712 | $166K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +7.8% | 1,676 | $162K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,636 | $158K |
| Sage Mountain Advisors LLC | 0.01% | Add +2.7% | 1,616 | $156K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -9.3% | 1,604 | $156K |
| Glass Jacobson Investment Advisors llc | 0.05% | Reduce -1.5% | 1,606 | $156K |
| Arlington Trust Co LLC | 0.03% | No change | 1,553 | $150K |
| Bessemer Group Inc. | 0.00% | Add +18.3% | 1,469 | $143K |
| Matrix Private Capital Group LLC | 0.08% | Reduce -6.4% | 1,460 | $141K |
| Pineridge Advisors LLC | 0.05% | Reduce -15.9% | 1,406 | $136K |
| Addison Advisors LLC | 0.04% | No change | 1,398 | $135K |
| Webster Bank, N. A. | 0.01% | No change | 1,295 | $125K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -55.1% | 1,218 | $124K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +40.8% | 1,243 | $120K |
| Zions Bancorporation, N.A. | 0.01% | No change | 1,212 | $117K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +271.6% | 1,204 | $117K |
| Whittier Trust Co. | 0.00% | Add +26.4% | 1,138 | $110K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Add +5.9% | 1,123 | $109K |
| Financial Gravity Companies, Inc. | 0.02% | Add +4.9% | 1,121 | $109K |
| Logan Capital Management Inc. | 0.00% | No change | 1,110 | $108K |
| Element Wealth, LLC | 0.06% | Add +170.2% | 1,097 | $106K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,074 | $104K |
| Beacon Capital Management, LLC | 0.01% | Reduce -3.8% | 983 | $95K |
| Angeles Wealth Management, LLC | 0.01% | No change | 972 | $94K |
| Peterson Wealth Services | 0.03% | No change | 960 | $93K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 949 | $92K |
| Wolff Wiese Magana LLC | 0.06% | Add +1.1% | 945 | $92K |
| First Community Trust NA | 0.06% | No change | 936 | $91K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -10.3% | 924 | $90K |
| Murphy & Mullick Capital Management Corp | 0.08% | — | 902 | $87K |
| Tucker Asset Management LLC | 0.02% | Reduce -2.0% | 866 | $84K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 749 | $76K |
| Sandy Spring Bank | 0.00% | Reduce -6.1% | 767 | $74K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +11.8% | 749 | $73K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 735 | $71K |
| Stonebridge Financial Group, LLC | 0.01% | — | 720 | $70K |
| Ballast Advisors LLC | 0.02% | No change | 713 | $69K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.13% | New | 696 | $67K |
| Tsfg, LLC | 0.01% | Add +0.8% | 671 | $65K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 639 | $62K |
| National Bank of Canada | 0.00% | No change | 599 | $58K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 561 | $54K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +95.3% | 545 | $53K |
| HighMark Wealth Management LLC | 0.03% | No change | 545 | $53K |
| Wells Financial Advisors INC | 0.07% | Add +125.2% | 545 | $53K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 530 | $51K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 527 | $51K |
| Centricity Wealth Management, LLC | 0.05% | — | 522 | $51K |
| Frazier Financial Advisors, LLC | 0.04% | Add +5.3% | 519 | $50K |
| Kings Path Partners LLC | 0.02% | No change | 520 | $50K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -32.5% | 519 | $50K |
| Wagner Wealth Management, LLC | 0.01% | New | 485 | $47K |
| Coston, McIsaac & Partners | 0.01% | No change | 480 | $46K |
| Missouri Trust & Investment Co | 0.02% | New | 460 | $45K |
| PSI Advisors, LLC | 0.01% | New | 453 | $44K |
| Optimum Investment Advisors | 0.02% | No change | 447 | $43K |
| Hemington Wealth Management | 0.01% | Add +300.0% | 452 | $43K |
| Integrity Financial Corp | 0.02% | New | 437 | $42K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | — | 422 | $41K |
| Brown Brothers Harriman & Co. | 0.00% | New | 413 | $40K |
| SouthState Bank Corp | 0.00% | Reduce -50.4% | 383 | $37K |
| Colonial Trust Co / SC | 0.01% | No change | 374 | $36K |
| Cedar Mountain Advisors, LLC | 0.01% | New | 372 | $36K |
| CVA Family Office, LLC | 0.01% | No change | 371 | $36K |
| Tompkins Financial Corp. | 0.00% | Add +106.6% | 345 | $33K |
| Bellwether Advisors, LLC | 0.01% | New | 337 | $33K |
| Qube Research & Technologies Ltd | 0.00% | Add +1283.3% | 332 | $32K |
| Phillips Financial Management, LLC | 0.00% | No change | 320 | $31K |
| Atmos Advisory, LLC | 0.02% | New | 309 | $30K |
| Adirondack Trust Co. | 0.01% | Reduce -59.8% | 309 | $30K |
| Perkins Coie Trust Co | 0.01% | New | 309 | $30K |
| Whipplewood Advisors, LLC | 0.02% | — | 305 | $30K |
| Anchor Investment Management, LLC | 0.00% | No change | 301 | $29K |
| Park Place Capital Corp | 0.01% | No change | 297 | $29K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 286 | $28K |
| Smartleaf Asset Management LLC | 0.00% | New | 284 | $28K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 264 | $26K |
| Richardson Capital Management LLC | 0.02% | Reduce -49.1% | 261 | $25K |
| Riverview Trust Co | 0.02% | No change | 248 | $24K |
| Trust Co. of Vermont | 0.00% | Reduce -0.4% | 238 | $23K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Reduce -72.7% | 235 | $23K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 200 | $22K |
| Hantz Financial Services, Inc. | 0.00% | Add +88.6% | 215 | $21K |
| Simplex Trading, LLC | 0.00% | New | 200 | $19K |
| Rogco, LP | 0.01% | No change | 188 | $18K |
| Private Capital Management LLC | 0.00% | No change | 180 | $17K |
| EPG Wealth Management LLC | 0.00% | No change | 178 | $17K |
| Tidemark, LLC | 0.01% | Add +3380.0% | 174 | $17K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 171 | $17K |
| WealthCollab, LLC | 0.01% | Add +0.6% | 167 | $16K |
| Chesapeake Asset Management LLC | 0.01% | No change | 162 | $16K |
| TD Waterhouse Canada Inc. | 0.00% | New | 156 | $15K |
| Brooklyn Investment Group | 0.00% | New | 146 | $14K |
| Evermay Wealth Management LLC | 0.00% | Reduce -48.0% | 131 | $13K |
| Grand Wealth Management, LLC | 0.01% | Reduce -0.8% | 129 | $13K |
| Glassman Wealth Services | 0.00% | New | 128 | $12K |
| Dunhill Financial, LLC | 0.01% | Add +0.8% | 127 | $12K |
| Bernard Wealth Management Corp. | 0.01% | — | 120 | $12K |
| Mendota Financial Group, LLC | 0.01% | New | 112 | $11K |
| Center for Financial Planning, Inc. | 0.00% | No change | 110 | $11K |
| Smithfield Trust Co | 0.00% | No change | 100 | $10K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $10K |
| HM Payson & Co. | 0.00% | New | 100 | $10K |
| PFG Private Wealth Management, LLC | 0.01% | Reduce -23.6% | 94 | $9K |
| IMG Wealth Management, Inc. | 0.01% | — | 92 | $9K |
| New Millennium Group LLC | 0.01% | Add +187.1% | 89 | $9K |
| Park Square Financial Group, LLC | 0.01% | — | 87 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 87 | $8K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -63.0% | 84 | $8K |
| Tanaka Capital Management Inc. | 0.02% | No change | 81 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 79 | $8K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 75 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 73 | $7K |
| Hurley Capital, LLC | 0.01% | — | 72 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 72 | $7K |
| Highline Wealth Partners LLC | 0.00% | No change | 63 | $6K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 61 | $6K |
| High Note Wealth, LLC | 0.00% | New | 58 | $6K |
| Rothschild Investment LLC | 0.00% | Reduce -97.7% | 56 | $5K |
| Roxbury Financial LLC | 0.01% | — | 51 | $5K |
| Caldwell Trust Co | 0.00% | New | 52 | $5K |
| Horizon Investments, LLC | 0.00% | New | 52 | $5K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 51 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 46 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 43 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 42 | $4K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 41 | $4K |
| Clearstead Advisors, LLC | 0.00% | Add +90.5% | 40 | $4K |
| FPC Investment Advisory, Inc. | 0.00% | No change | 38 | $4K |
| Affinity Wealth LLC | 0.00% | — | 37 | $4K |
| Concord Wealth Partners | 0.00% | No change | 36 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 35 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -45.3% | 35 | $3K |
| Archer Investment Corp | 0.00% | New | 34 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 34 | $3K |
| Oarsman Capital, Inc. | 0.00% | No change | 32 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 31 | $3K |
| Trust Co | 0.00% | No change | 31 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 30 | $3K |
| Lanark Financial, Inc. | 0.26% | — | 29 | $3K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 27 | $3K |
| Colonial Trust Advisors | 0.00% | New | 19 | $2K |
| Salomon & Ludwin, LLC | 0.00% | New | 16 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 11 | $1K |
| NFSG Corp | 0.00% | New | 11 | $1K |
| Signaturefd, LLC | 0.00% | Reduce -91.3% | 9 | $871 |
| Burkett Financial Services, LLC | 0.00% | No change | 9 | $853 |
| Abound Wealth Management | 0.00% | Add +500.0% | 6 | $586 |
| Global Trust Asset Management, LLC | 0.00% | No change | 6 | $581 |
| Country Trust Bank | 0.00% | No change | 6 | $581 |
| Russell Investments Group, Ltd. | 0.00% | No change | 6 | $581 |
| Gould Capital, LLC | 0.00% | No change | 5 | $484 |
| GAMMA Investing LLC | 0.00% | No change | 4 | $387 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $64 |
"% 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.