iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q1 2025 (March 31)969holders −21
60new positions
72sold out
6famous investors
$100.05avg. 13F price*
At the end of Q1 2025, 969 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings, down 21 from Q4 2024. 60 opened new positions and 72 sold out. The largest holders were Envestnet Asset Management Inc. ($1.7B), LPL Financial LLC ($574.9M) and Jones Financial Companies LLLP ($534.3M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $377.2M |
| Exits | 72 | $63.3M |
All 13F filers, Q4 2024 → Q1 2025: 8,052,814 shares bought and 47,679,986 shares sold, net −39,627,172 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 969 holders
| Envestnet Asset Management Inc. | 0.54% | Reduce -44.9% | 16,812,733 | $1.7B |
| LPL Financial LLC | 0.22% | Reduce -37.2% | 5,749,190 | $574.9M |
| Jones Financial Companies LLLP | 0.48% | Reduce -21.4% | 5,298,751 | $534.3M |
| JPMorgan Chase & Co. | 0.04% | Reduce -33.1% | 4,870,319 | $487.0M |
| Bank of America Corp. | 0.04% | Reduce -18.9% | 4,126,185 | $412.6M |
| Morgan Stanley | 0.03% | Reduce -20.8% | 3,913,942 | $391.4M |
| Jane Street Group, LLC | 0.41% | Add +2387.5% | 2,276,882 | $227.7M |
| Flow Traders U.S. LLC | 7.67% | New | 1,817,153 | $181.7M |
| Envestnet Portfolio Solutions, Inc. | 0.63% | Reduce -61.0% | 1,652,600 | $165.3M |
| BlackRock, Inc. | 0.00% | Reduce -48.6% | 1,603,764 | $160.4M |
| Park Avenue Securities LLC | 1.94% | Reduce -46.0% | 1,581,470 | $158.1M |
| Cwm, LLC | 0.61% | Reduce -45.4% | 1,536,390 | $153.6M |
| US Bancorp \de | 0.20% | Reduce -7.6% | 1,516,998 | $151.7M |
| Wells Fargo & Company | 0.03% | Reduce -4.7% | 1,347,580 | $134.8M |
| Cetera Investment Advisers | 0.24% | Reduce -29.7% | 1,252,419 | $125.2M |
| MML Investors Services, LLC | 0.41% | Reduce -41.3% | 1,234,823 | $123.5M |
| Ameriprise Financial Inc. | 0.03% | Reduce -23.7% | 1,228,191 | $122.8M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -1.4% | 1,162,852 | $116.3M |
| UBS Group AG | 0.03% | Reduce -7.8% | 1,143,274 | $114.3M |
| FMR LLC | 0.01% | Reduce -2.4% | 1,028,656 | $102.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -35.1% | 960,354 | $96.0M |
| Old Mission Capital LLC | 1.80% | New | 934,745 | $93.5M |
| Janney Montgomery Scott LLC | 0.26% | Reduce -44.1% | 923,247 | $92.3M |
| OneDigital Investment Advisors LLC | 0.98% | Reduce -41.2% | 824,066 | $82.4M |
| Royal Bank of Canada | 0.02% | Add +15.2% | 758,710 | $75.9M |
| Sanctuary Advisors, LLC | 0.49% | Reduce -41.3% | 694,855 | $69.5M |
| Thrivent Financial for Lutherans | 0.15% | Reduce -1.2% | 674,759 | $68.2M |
| AE Wealth Management LLC | 0.57% | Reduce -21.4% | 675,734 | $67.6M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -18.1% | 663,572 | $66.4M |
| M&T Bank Corp | 0.24% | Reduce -7.0% | 655,694 | $65.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -6.5% | 652,002 | $65.2M |
| Tiaa Trust, National Association | 0.20% | Reduce -18.1% | 637,577 | $63.8M |
| Raymond James Financial Inc. | 0.02% | Reduce -14.9% | 571,686 | $57.2M |
| NewEdge Advisors, LLC | 0.32% | Reduce -38.4% | 544,315 | $54.4M |
| Foundations Investment Advisors, LLC | 0.98% | Reduce -39.6% | 532,070 | $53.2M |
| Dynasty Wealth Management, LLC | 0.86% | Reduce -36.0% | 515,170 | $51.5M |
| Focus Partners Wealth | 0.13% | Reduce -6.9% | 505,115 | $50.5M |
| JB Capital LLC | 2.68% | Reduce -48.6% | 486,350 | $48.6M |
| Quent Capital, LLC | 4.99% | Add +4.3% | 475,235 | $47.5M |
| Beacon Pointe Advisors, LLC | 0.53% | Reduce -9.8% | 467,645 | $46.8M |
| Financial Synergies Wealth Advisors, Inc. | 5.56% | Add +3.8% | 456,868 | $45.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +34.2% | 455,259 | $45.5M |
| Merit Financial Group, LLC | 0.67% | Add +72.8% | 448,737 | $44.9M |
| Charles Schwab Investment Management Inc. | 0.01% | New | 448,724 | $44.9M |
| Baker Avenue Asset Management, LP | 1.37% | Add +0.8% | 437,341 | $43.7M |
| Sagespring Wealth Partners, LLC | 1.08% | Reduce -40.0% | 426,911 | $42.7M |
| Sofi Wealth, LLC | 3.21% | Add +3969.1% | 426,641 | $42.7M |
| Kestra Investment Management, LLC | 0.80% | Reduce -18.2% | 415,702 | $41.6M |
| United Capital Financial Advisors, LLC | 0.36% | Reduce -48.0% | 415,476 | $41.5M |
| FAS Wealth Partners, Inc. | 3.35% | Add +0.6% | 411,049 | $41.1M |
| Mariner, LLC | 0.07% | Reduce -8.8% | 410,649 | $41.1M |
| Stifel Financial Corp. | 0.04% | Reduce -36.3% | 397,455 | $39.7M |
| Osaic Holdings, Inc. | 0.08% | Reduce -36.1% | 372,650 | $37.3M |
| Avantax Advisory Services, Inc. | 0.22% | Reduce -27.2% | 365,309 | $36.5M |
| Cary Street Partners Financial LLC | 1.10% | Reduce -0.3% | 349,723 | $35.0M |
| Austin Private Wealth, LLC | 2.91% | Reduce -42.9% | 324,241 | $32.4M |
| Kestra Advisory Services, LLC | 0.16% | Reduce -18.9% | 320,508 | $32.1M |
| Advocacy Wealth Management, LLC | 2.06% | Reduce -34.0% | 302,482 | $30.2M |
| Bokf, NA | 0.53% | Add +1.1% | 297,911 | $29.8M |
| Truist Financial Corp. | 0.05% | Reduce -38.7% | 296,769 | $29.7M |
| Natixis Advisors, LLC | 0.05% | Reduce -29.2% | 285,617 | $28.6M |
| Integrated Wealth Concepts LLC | 0.33% | Add +6.5% | 281,104 | $28.1M |
| Integrity Alliance, Llc. | 1.09% | Add +14.8% | 275,436 | $27.5M |
| NBT Bank, N.A. | 1.91% | Reduce -0.0% | 264,964 | $26.5M |
| Atria Wealth Solutions, Inc. | 0.32% | Reduce -39.6% | 263,736 | $26.4M |
| Captrust Financial Advisors | 0.07% | Reduce -1.2% | 263,539 | $26.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -27.9% | 259,814 | $26.0M |
| Corient Private Wealth LP | 0.04% | Reduce -4.8% | 255,214 | $25.5M |
| Life Line Wealth Management LLC | 9.25% | New | 251,498 | $25.1M |
| Bank of Montreal | 0.01% | Reduce -1.7% | 247,808 | $24.8M |
| Choreo, LLC | 0.38% | Add +33.5% | 247,342 | $24.7M |
| Octavia Wealth Advisors, LLC | 2.96% | Reduce -21.9% | 243,696 | $24.4M |
| MA Private Wealth | 4.50% | Reduce -0.2% | 239,035 | $23.9M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -3.9% | 230,562 | $23.1M |
| EP Wealth Advisors, LLC | 0.18% | Reduce -11.2% | 224,071 | $22.4M |
| Country Club Bank | 1.49% | Reduce -0.6% | 218,914 | $22.1M |
| HighTower Advisors, LLC | 0.03% | Reduce -8.7% | 214,772 | $21.5M |
| Covenant Partners, LLC | 6.75% | Reduce -17.2% | 208,608 | $20.9M |
| Cassaday & Co Wealth Management LLC | 0.58% | Reduce -5.7% | 207,842 | $20.8M |
| Meridian Wealth Partners, LLC | 3.31% | Reduce -1.4% | 207,289 | $20.7M |
| RTD Financial Advisors, Inc. | 2.78% | Reduce -0.7% | 206,936 | $20.7M |
| Icon Wealth Advisors, LLC | 1.67% | Reduce -38.9% | 203,561 | $20.4M |
| Lineweaver Wealth Advisors, LLC | 3.45% | Add +62.4% | 202,429 | $20.2M |
| Cardinal Strategic Wealth Guidance | 6.11% | Reduce -11.3% | 191,252 | $19.1M |
| Pathstone Holdings, LLC | 0.08% | Reduce -1.1% | 188,464 | $18.8M |
| Atria Investments, Inc | 0.24% | Reduce -47.4% | 186,201 | $18.6M |
| Obsidian Cio, LLC | 2.91% | Add +5.4% | 179,006 | $17.9M |
| CreativeOne Wealth, LLC | 0.53% | Reduce -50.0% | 178,559 | $17.9M |
| Farther Finance Advisors, LLC | 0.44% | Reduce -16.7% | 173,261 | $17.4M |
| Waverly Advisors, LLC | 0.21% | Add +1.9% | 168,920 | $16.9M |
| Shakespeare Wealth Management, LLC | 4.50% | Add +0.1% | 168,175 | $16.8M |
| Baird Financial Group, Inc. | 0.03% | Reduce -14.4% | 167,992 | $16.8M |
| Moneta Group Investment Advisors LLC | 0.23% | Add +14.8% | 166,110 | $16.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -2.9% | 161,692 | $16.2M |
| CFS Investment Advisory Services, LLC | 1.37% | Reduce -30.2% | 154,241 | $15.4M |
| Creative Planning | 0.01% | Add +110.3% | 149,524 | $15.0M |
| Sharkey, Howes & Javer | 2.09% | Reduce -35.3% | 146,081 | $14.6M |
| Staley Capital Advisers Inc. | 0.65% | Add +4.7% | 144,452 | $14.4M |
| Strategic Blueprint, LLC | 0.78% | Reduce -28.0% | 142,254 | $14.2M |
| Robinswood Financial LLC | 5.21% | Add +0.8% | 141,072 | $14.1M |
| B. Riley Wealth Advisors, Inc. | 0.42% | Reduce -4.4% | 138,266 | $13.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.36% | Add +17.5% | 137,953 | $13.8M |
| Wakefield Asset Management LLLP | 4.17% | Reduce -0.1% | 137,537 | $13.8M |
| Greenleaf Trust | 0.12% | Reduce -15.8% | 136,147 | $13.6M |
| West Wealth Group, LLC | 3.93% | Reduce -31.9% | 132,867 | $13.3M |
| Kestra Private Wealth Services, LLC | 0.22% | Add +7.1% | 132,097 | $13.2M |
| IHT Wealth Management, LLC | 0.40% | Reduce -19.9% | 129,289 | $12.9M |
| Bedel Financial Consulting, Inc. | 1.84% | Add +0.4% | 120,540 | $12.8M |
| Regimen Wealth, LLC | 4.07% | Add +0.1% | 126,658 | $12.7M |
| Prudential Financial Inc. | 0.02% | Add +163.7% | 126,070 | $12.6M |
| Rwa Wealth Partners, LLC | 0.16% | Reduce -27.8% | 125,871 | $12.6M |
| SteelPeak Wealth, LLC | 0.53% | Reduce -39.6% | 125,730 | $12.6M |
| Affinity Capital Advisors, LLC | 2.46% | Reduce -18.2% | 127,541 | $12.4M |
| Aptus Capital Advisors, LLC | 0.14% | Reduce -1.3% | 121,718 | $12.2M |
| Checchi Capital Advisers, LLC | 0.85% | Add +2.4% | 120,821 | $12.1M |
| Stone House Investment Management, LLC | 2.41% | Reduce -31.3% | 119,079 | $11.9M |
| High Falls Advisors, Inc | 2.77% | Reduce -46.2% | 117,911 | $11.8M |
| Horst & Graben Wealth Management LLC | 2.11% | Reduce -42.5% | 117,387 | $11.7M |
| Savvy Advisors, Inc. | 1.16% | Reduce -8.3% | 115,758 | $11.6M |
| Perigon Wealth Management, LLC | 0.29% | Reduce -25.1% | 111,678 | $11.2M |
| Keebeck Wealth Management | 1.64% | Reduce -19.9% | 110,801 | $11.1M |
| Koss-Olinger Consulting, LLC | 0.93% | Add +0.3% | 109,812 | $11.0M |
| One Wealth Advisors, LLC | 1.61% | Reduce -53.5% | 107,904 | $10.8M |
| Cresset Asset Management, LLC | 0.05% | Reduce -0.6% | 106,612 | $10.7M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -49.8% | 104,937 | $10.5M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -49.8% | 104,937 | $10.5M |
| Physician Wealth Advisors, Inc. | 1.76% | Reduce -42.7% | 102,030 | $10.2M |
| Johnson Investment Counsel Inc. | 0.10% | Add +6.6% | 101,131 | $10.1M |
| Stonebrook Private Inc. | 2.61% | Reduce -35.8% | 100,456 | $10.0M |
| Prosperity Consulting Group, LLC | 0.77% | Reduce -10.3% | 100,066 | $10.0M |
| Scarborough Advisors, LLC | 1.38% | Reduce -41.0% | 96,991 | $9.7M |
| Pinnacle Financial Partners Inc | 0.19% | Add +9.6% | 95,131 | $9.5M |
| Mill Creek Capital Advisors, LLC | 0.23% | Reduce -2.7% | 93,350 | $9.3M |
| &partners | 0.10% | Reduce -31.3% | 92,514 | $9.3M |
| Obsidian Personal Planning Solutions LLC | 4.04% | Add +20.8% | 86,689 | $9.0M |
| Financial Life Advisors | 3.34% | Reduce -11.3% | 89,649 | $9.0M |
| Lodestar Private Asset Management LLC | 1.11% | Add +1.9% | 88,562 | $8.9M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -36.1% | 88,059 | $8.8M |
| Sterling Capital Management LLC | 0.14% | Add +13.8% | 87,701 | $8.8M |
| Cypress Wealth Services, LLC | 1.77% | Reduce -35.5% | 87,401 | $8.7M |
| Spectrum Wealth Counsel, LLC | 1.05% | Reduce -33.8% | 87,357 | $8.7M |
| Capital A Wealth Management, LLC | 9.15% | Add +409.3% | 87,299 | $8.7M |
| Avior Wealth Management, LLC | 0.33% | Reduce -0.9% | 87,212 | $8.7M |
| Blue Trust, Inc. | 0.11% | Reduce -48.2% | 86,914 | $8.7M |
| Forthright Family Wealth Advisory LLC | 5.73% | Add +1.5% | 86,695 | $8.7M |
| Guardian Wealth Advisors, LLC / NC | 0.67% | Add +4.8% | 84,033 | $8.4M |
| Key Financial Inc | 1.81% | Reduce -0.2% | 83,372 | $8.3M |
| Blair William & Co. | 0.03% | Reduce -6.5% | 83,093 | $8.3M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +3.3% | 82,856 | $8.3M |
| Northern Trust Corp. | 0.00% | Add +30.4% | 82,288 | $8.2M |
| Summit X, LLC | 1.72% | Reduce -29.8% | 81,866 | $8.2M |
| Cranbrook Wealth Management, LLC | 1.89% | Add +0.2% | 81,162 | $8.1M |
| Franklin Resources Inc. | 0.00% | Reduce -0.7% | 80,942 | $8.1M |
| ONE Advisory Partners, LLC | 3.44% | Reduce -40.4% | 80,495 | $8.0M |
| Eq LLC | 3.69% | Reduce -4.8% | 78,938 | $7.9M |
| Keystone Financial Services | 3.00% | Reduce -41.0% | 78,827 | $7.9M |
| Courier Capital LLC | 0.52% | Add +8.4% | 78,801 | $7.9M |
| Cerity Partners LLC | 0.02% | Add +2.2% | 75,764 | $7.6M |
| Trek Financial, LLC | 0.54% | Reduce -28.9% | 75,007 | $7.5M |
| Cedar Point Capital Partners, LLC | 5.02% | Add +1.4% | 74,805 | $7.5M |
| Pettinga Financial Advisors LLC | 1.75% | Reduce -61.1% | 74,395 | $7.4M |
| PAX Financial Group, LLC | 1.32% | Reduce -40.0% | 74,358 | $7.4M |
| Forte Asset Management LLC | 3.74% | Add +1.9% | 74,272 | $7.4M |
| RFG Advisory, LLC | 0.20% | Reduce -29.6% | 74,262 | $7.4M |
| Vestmark Advisory Solutions, Inc. | 0.19% | New | 73,135 | $7.3M |
| Maia Wealth LLC | 1.65% | Reduce -32.1% | 74,020 | $7.3M |
| Ashton Thomas Private Wealth, LLC | 0.28% | Reduce -23.6% | 72,686 | $7.3M |
| Watershed Private Wealth LLC | 2.90% | Reduce -31.1% | 72,411 | $7.2M |
| Belpointe Asset Management LLC | 0.38% | Add +2953.5% | 72,216 | $7.2M |
| Fortis Capital Advisors, LLC | 1.46% | Add +3074.4% | 72,123 | $7.2M |
| Howard Bailey Securities, LLC | 2.39% | Add +10.6% | 71,821 | $7.2M |
| Private Advisor Group, LLC | 0.04% | Reduce -37.0% | 71,451 | $7.1M |
| TSA Wealth Managment LLC | 2.83% | Reduce -41.2% | 71,191 | $7.1M |
| Principal Securities, Inc. | 0.16% | Reduce -0.0% | 73,460 | $7.1M |
| Van Hulzen Asset Management, LLC | 0.64% | Reduce -0.9% | 70,349 | $7.0M |
| Citigroup Inc. | 0.01% | Reduce -0.4% | 69,799 | $7.0M |
| Wealth Alliance, LLC | 0.83% | Reduce -49.8% | 68,407 | $6.8M |
| Mma Asset Management LLC | 2.87% | Add +6.4% | 68,161 | $6.8M |
| Simplicity Wealth,LLC | 0.52% | Add +1622.8% | 66,707 | $6.7M |
| Equitable Holdings, Inc. | 0.06% | Reduce -11.0% | 64,940 | $6.5M |
| Kingdom Financial Group LLC. | 4.71% | Reduce -3.5% | 64,230 | $6.4M |
| Commerce Bank | 0.04% | Add +1.7% | 62,992 | $6.3M |
| Wealthquest Corp | 0.52% | Add +8.4% | 62,754 | $6.3M |
| Certus Wealth Management, LLC | 4.20% | Reduce -26.2% | 57,818 | $6.2M |
| Comerica Bank | 0.03% | Reduce -12.6% | 61,661 | $6.2M |
| Glenmede Trust Co. NA | 0.03% | Reduce -9.3% | 61,310 | $6.1M |
| Client 1ST Advisory Group, LLC | 2.38% | Add +5.3% | 61,257 | $6.1M |
| Commonwealth Financial Services, LLC | 1.24% | Add +7.2% | 60,595 | $6.1M |
| Lane & Associates LLC | 3.26% | Reduce -20.7% | 60,440 | $6.0M |
| Jasper Ridge Partners, L.P. | 0.19% | No change | 59,403 | $5.9M |
| First Horizon Advisors, Inc. | 0.17% | Reduce -37.0% | 59,272 | $5.9M |
| WealthShield Partners, LLC | 0.76% | Reduce -37.6% | 59,011 | $5.9M |
| Regal Investment Advisors LLC | 0.47% | Reduce -40.3% | 58,604 | $5.9M |
| Brookstone Capital Management | 0.08% | Reduce -42.4% | 58,476 | $5.8M |
| Spectrum Planning & Advisory Services Inc. | 4.85% | Add +2.9% | 58,285 | $5.8M |
| Kilter Group LLC | 3.80% | Reduce -49.1% | 58,151 | $5.8M |
| Triad Wealth Partners, LLC | 1.80% | Reduce -27.3% | 58,024 | $5.8M |
| BOK Financial Private Wealth, Inc. | 0.43% | Reduce -4.7% | 57,432 | $5.7M |
| Ascent Group, LLC | 0.25% | Add +227.8% | 57,192 | $5.7M |
| Snowden Capital Advisors LLC | 0.18% | Reduce -45.5% | 56,992 | $5.7M |
| Nicholas Hoffman & Company, LLC. | 0.21% | Reduce -0.1% | 56,297 | $5.6M |
| LifeWealth Investments, LLC | 2.71% | Add +83.1% | 56,265 | $5.6M |
| Rothschild Wealth LLC | 1.57% | Reduce -38.3% | 56,041 | $5.6M |
| Focus Financial Network, Inc. | 0.23% | Reduce -32.8% | 55,658 | $5.6M |
| White Pine Investment CO | 1.49% | Add +6.0% | 55,232 | $5.5M |
| Apollon Wealth Management, LLC | 0.12% | Reduce -24.4% | 54,889 | $5.5M |
| CoreCap Advisors, LLC | 0.24% | Add +4.5% | 54,676 | $5.5M |
| Brighton Jones LLC | 0.17% | Add +0.9% | 54,451 | $5.4M |
| Invst, LLC | 0.74% | Reduce -70.3% | 54,324 | $5.4M |
| Kathmere Capital Management, LLC | 0.45% | Reduce -4.2% | 53,316 | $5.3M |
| Apeiron RIA LLC | 1.60% | Reduce -10.1% | 53,010 | $5.3M |
| 1900 Wealth Management LLC | 0.44% | Reduce -1.5% | 52,935 | $5.3M |
| Advisory Services Network, LLC | 0.10% | Reduce -35.0% | 52,854 | $5.3M |
| Journey Strategic Wealth LLC | 0.18% | Reduce -4.5% | 52,513 | $5.3M |
| Pinnacle Wealth Planning Services, Inc. | 0.79% | Add +6.2% | 52,446 | $5.2M |
| Marks Group Wealth Management, Inc | 0.49% | Reduce -33.7% | 50,606 | $5.1M |
| Revolve Wealth Partners, LLC | 0.73% | Reduce -0.4% | 50,224 | $5.0M |
| Waller Financial Planning Group, Inc. | 1.39% | Add +2.1% | 49,599 | $5.0M |
| First American Trust, FSB | 0.45% | Add +42.3% | 49,289 | $4.9M |
| Bay Harbor Wealth Management, LLC | 1.56% | Reduce -42.9% | 49,207 | $4.9M |
| KM Capital Management Ltd. | 2.62% | Reduce -31.4% | 48,683 | $4.9M |
| Empire Life Investments Inc. | 0.31% | Add +29.8% | 48,336 | $4.8M |
| McKinley Carter Wealth Services, Inc. | 0.30% | Reduce -85.0% | 48,140 | $4.8M |
| Norris Perne & French LLP | 0.36% | Add +15.9% | 47,986 | $4.8M |
| Sovran Advisors, LLC | 0.62% | Reduce -34.7% | 47,883 | $4.8M |
| CENTRAL TRUST Co | 0.12% | Add +3.2% | 47,471 | $4.7M |
| Arete Wealth Advisors, LLC | 0.35% | Add +8.9% | 45,997 | $4.6M |
| Condor Capital Management | 0.43% | Add +0.0% | 45,726 | $4.6M |
| Mutual Advisors, LLC | 0.13% | Reduce -1.1% | 43,658 | $4.5M |
| Callan Family Office, LLC | 0.34% | Reduce -4.3% | 45,091 | $4.5M |
| Valmark Advisers, Inc. | 0.07% | Reduce -4.0% | 45,037 | $4.5M |
| J.W. Cole Advisors, Inc. | 0.14% | Add +54.5% | 45,017 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +38.8% | 44,937 | $4.5M |
| Townsquare Capital LLC | 0.05% | Reduce -36.2% | 44,857 | $4.5M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Add +1.1% | 44,632 | $4.5M |
| Swmg, LLC | 1.77% | Reduce -52.0% | 43,065 | $4.5M |
| Mayflower Financial Advisors, LLC | 0.67% | Reduce -36.6% | 43,979 | $4.4M |
| Meeder Advisory Services, Inc. | 0.26% | Add +7.8% | 43,735 | $4.4M |
| NorthRock Partners, LLC | 0.15% | Reduce -15.5% | 43,650 | $4.4M |
| Legacy Financial Group LLC | 0.66% | Reduce -28.3% | 43,137 | $4.3M |
| Cobblestone Asset Management LLC | 2.49% | Reduce -44.3% | 42,584 | $4.3M |
| Assetmark, Inc. | 0.01% | Reduce -37.8% | 42,534 | $4.3M |
| Dorsey & Whitney Trust CO LLC | 0.24% | Reduce -2.4% | 42,199 | $4.2M |
| Ancora Advisors LLC | 0.09% | Reduce -23.9% | 42,076 | $4.2M |
| Advus Financial Partners, LLC | 1.18% | Reduce -5.0% | 42,043 | $4.2M |
| Grayhawk Investment Strategies Inc. | 9.55% | Reduce -20.6% | 41,950 | $4.2M |
| Sterling Financial Planning, Inc. | 1.52% | Reduce -2.4% | 41,934 | $4.2M |
| SOA Wealth Advisors, LLC. | 0.87% | Add +0.2% | 41,809 | $4.2M |
| Unique Wealth, LLC | 0.79% | Add +31.0% | 41,714 | $4.2M |
| SigFig Wealth Management, LLC | 0.15% | Reduce -42.8% | 41,240 | $4.2M |
| Lansing Street Advisors | 1.39% | Add +5.6% | 41,489 | $4.1M |
| Breakwater Capital Group | 0.74% | Add +19.1% | 41,336 | $4.1M |
| Hoxton Planning & Management, LLC | 1.54% | Reduce -28.8% | 40,328 | $4.0M |
| Harbor Group, Inc. | 0.81% | Reduce -3.2% | 40,318 | $4.0M |
| First Pacific Financial | 0.81% | Add +1.4% | 39,817 | $4.0M |
| Yukon Wealth Management, Inc. | 1.65% | — | 39,731 | $4.0M |
| Bison Wealth, LLC | 0.37% | Add +86.3% | 38,293 | $3.9M |
| Elevation Point Wealth Partners, LLC | 0.34% | Reduce -32.4% | 39,174 | $3.9M |
| Kickstand Ventures, Llc. | 0.99% | Reduce -8.8% | 38,423 | $3.8M |
| WCG Wealth Advisors LLC | 0.29% | Reduce -49.1% | 38,129 | $3.8M |
| McAdam, LLC | 0.24% | Reduce -57.3% | 38,128 | $3.8M |
| Fiduciary Trust Co | 0.05% | Reduce -0.2% | 37,929 | $3.8M |
| Cerro Pacific Wealth Advisors LLC | 1.22% | Reduce -16.5% | 38,864 | $3.8M |
| Vertex Planning Partners, LLC | 0.81% | Add +66.3% | 37,245 | $3.7M |
| Parkside Financial Bank & Trust | 0.47% | Add +1.5% | 36,911 | $3.7M |
| Hofer & Associates. Inc | 2.46% | Add +1.2% | 36,284 | $3.6M |
| Clayton Financial Group LLC | 1.32% | Reduce -10.3% | 36,046 | $3.6M |
| Centurion Wealth Management LLC | 1.12% | No change | 37,010 | $3.6M |
| True Vision MN LLC | 2.13% | Reduce -45.7% | 35,526 | $3.6M |
| Claro Advisors Inc. | 0.47% | Reduce -24.9% | 35,010 | $3.5M |
| Capital Analysts, LLC | 0.13% | Reduce -44.4% | 34,980 | $3.5M |
| Hobbs Wealth Management, LLC | 3.82% | Reduce -45.2% | 34,473 | $3.4M |
| Omega Financial Group, LLC | 1.31% | Reduce -4.0% | 34,038 | $3.4M |
| Eastern Bank | 0.07% | Reduce -92.1% | 33,804 | $3.4M |
| Shared Vision Wealth Group LLC | 1.85% | Reduce -36.6% | 33,802 | $3.4M |
| Quadrant Private Wealth Management, LLC | 0.84% | Reduce -17.6% | 33,623 | $3.4M |
| KMG Fiduciary Partners, LLC | 0.28% | Reduce -11.2% | 33,392 | $3.3M |
| Gen-Wealth Partners Inc | 1.39% | Reduce -42.2% | 33,205 | $3.3M |
| One Wealth Capital Management, LLC | 1.77% | Reduce -43.1% | 32,908 | $3.3M |
| Firethorn Wealth Partners, LLC | 1.56% | Reduce -38.9% | 32,779 | $3.3M |
| IFP Advisors, Inc | 0.10% | Reduce -18.4% | 32,744 | $3.3M |
| W Advisors, LLC | 2.02% | Reduce -18.2% | 32,293 | $3.2M |
| Fiducient Advisors LLC | 0.40% | Add +148.1% | 32,281 | $3.2M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -1.3% | 32,012 | $3.2M |
| Beam Wealth Advisors, Inc. | 1.08% | Add +1.8% | 31,882 | $3.2M |
| McNaughton Wealth Management, LLC | 1.54% | New | 31,808 | $3.2M |
| FFG Retirement Advisors LLC | 2.15% | Reduce -20.3% | 31,567 | $3.2M |
| JNBA Financial Advisors | 0.33% | Reduce -17.2% | 31,476 | $3.1M |
| Dohj, LLC | 0.72% | Reduce -0.7% | 31,453 | $3.1M |
| Savant Capital, LLC | 0.03% | Reduce -3.3% | 31,153 | $3.1M |
| Lanark Financial, Inc. | 0.27% | — | 31,124 | $3.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.90% | Reduce -6.3% | 31,019 | $3.1M |
| Dominguez Wealth Management Solutions, Inc. | 2.27% | Add +5.2% | 30,953 | $3.1M |
| Quotient Wealth Partners, LLC | 0.10% | Reduce -11.4% | 30,950 | $3.1M |
| Patton Albertson Miller Group, LLC | 0.45% | Reduce -6.2% | 30,582 | $3.1M |
| ShoreHaven Wealth Partners, LLC | 1.46% | Reduce -14.6% | 30,496 | $3.0M |
| Patten Group, Inc. | 0.69% | Add +1.7% | 29,992 | $3.0M |
| Disciplined Investments, LLC | 1.36% | Reduce -3.4% | 29,703 | $3.0M |
| M1 Capital Management LLC | 1.83% | Reduce -50.2% | 29,263 | $2.9M |
| Lantz Financial LLC | 0.80% | Reduce -29.5% | 29,240 | $2.9M |
| First Commonwealth Financial Corp | 0.69% | Add +29.7% | 29,160 | $2.9M |
| Modern Wealth Management, LLC | 0.09% | Reduce -17.1% | 29,088 | $2.9M |
| American Financial & Tax Strategies Inc. | 1.55% | Reduce -7.6% | 28,795 | $2.9M |
| Affiance Financial, LLC | 0.67% | Reduce -1.9% | 28,691 | $2.9M |
| Beacon Bridge Wealth Partners, LLC | 1.22% | Reduce -29.8% | 28,648 | $2.9M |
| Security Financial Services, INC. | 0.57% | Reduce -42.4% | 28,565 | $2.9M |
| Navellier & Associates Inc. | 0.39% | No change | 26,633 | $2.8M |
| Kingswood Wealth Advisors, LLC | 0.26% | Reduce -1.9% | 28,334 | $2.8M |
| Berger Financial Group, Inc | 0.20% | Add +11.9% | 28,085 | $2.8M |
| World Investment Advisors | 0.07% | Reduce -17.9% | 27,949 | $2.8M |
| Robertson Stephens Wealth Management, LLC | 0.10% | Reduce -31.7% | 27,924 | $2.8M |
| Tradition Wealth Management, LLC | 0.24% | Reduce -44.1% | 27,846 | $2.8M |
| 5T Wealth, LLC | 1.58% | Reduce -22.7% | 27,838 | $2.8M |
| Compound Planning, Inc. | 0.13% | Add +181.7% | 27,730 | $2.8M |
| PFG Advisors | 0.15% | Reduce -31.2% | 27,511 | $2.8M |
| BankPlus Wealth Management LLC | 2.01% | Add +7.0% | 27,361 | $2.7M |
| Citadel Advisors | 0.00% | Add +210.4% | 27,203 | $2.7M |
| Channel Wealth LLC | 0.84% | New | 27,112 | $2.7M |
| Scissortail Wealth Management, LLC | 0.70% | Reduce -34.6% | 27,063 | $2.7M |
| Endeavor Private Wealth, Inc. | 1.41% | Reduce -27.3% | 26,021 | $2.6M |
| Concorde Asset Management, LLC | 1.39% | Reduce -9.5% | 26,583 | $2.6M |
| Foundation Wealth Management, LLC | 1.99% | Reduce -2.6% | 25,361 | $2.5M |
| Embree Financial Group | 0.42% | Reduce -17.9% | 25,016 | $2.5M |
| Csenge Advisory Group | 0.14% | Reduce -35.4% | 25,016 | $2.5M |
| Wooster Corthell Wealth Management, Inc. | 0.51% | New | 24,717 | $2.5M |
| Lifelong Wealth Advisors, Inc. | 1.16% | Reduce -43.1% | 24,686 | $2.5M |
| My Legacy Advisors, LLC | 0.95% | Reduce -38.4% | 24,571 | $2.5M |
| Ifrah Financial Services, Inc. | 0.70% | Add +0.6% | 24,316 | $2.4M |
| Twin Peaks Wealth Advisors, LLC | 1.11% | Reduce -40.9% | 24,483 | $2.4M |
| Market Street Wealth Management Advisors LLC | 0.41% | Reduce -6.0% | 24,242 | $2.4M |
| HSBC Holdings PLC | 0.00% | Add +5.5% | 24,024 | $2.4M |
| Wealthspire Advisors, LLC | 0.01% | Add +42.1% | 23,874 | $2.4M |
| Vance Wealth, LLC | 0.90% | Reduce -6.0% | 23,844 | $2.4M |
| Redwood Investment Management, LLC | 0.25% | Add +5.0% | 23,105 | $2.3M |
| Braun-Bostich & Associates Inc. | 1.70% | Reduce -39.4% | 22,948 | $2.3M |
| Avestar Capital, LLC | 0.22% | Reduce -26.3% | 22,924 | $2.3M |
| BCU Wealth Advisors, LLC | 1.19% | Add +16.4% | 22,823 | $2.3M |
| Johnson Financial Group, Inc. | 0.11% | Reduce -4.3% | 22,560 | $2.3M |
| Sagace Wealth Management LLC | 1.70% | Add +6.1% | 22,535 | $2.3M |
| First Foundation Advisors | 0.09% | Add +8.1% | 22,137 | $2.2M |
| Cahill Financial Advisors Inc. | 0.30% | Reduce -1.4% | 22,134 | $2.2M |
| Synergy Investment Management, LLC | 0.92% | Reduce -45.3% | 22,129 | $2.2M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -11.3% | 22,046 | $2.2M |
| Tudor Investment Corporation | 0.02% | New | 21,737 | $2.2M |
| Verus Capital Partners, LLC | 0.22% | Reduce -40.3% | 21,585 | $2.2M |
| D.A. Davidson & Co. | 0.02% | Add +5.4% | 21,519 | $2.2M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -34.5% | 21,328 | $2.1M |
| BlackDiamond Wealth Management, LLC | 1.44% | Reduce -30.0% | 20,076 | $2.1M |
| Clear Creek Financial Management, LLC | 0.22% | Reduce -75.6% | 21,228 | $2.1M |
| Signal Advisors Wealth, LLC | 0.21% | Reduce -9.1% | 21,197 | $2.1M |
| Carnegie Investment Counsel | 0.05% | Add +5.5% | 23,529 | $2.1M |
| Visionary Wealth Advisors | 0.12% | Reduce -1.6% | 20,759 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -0.5% | 20,744 | $2.1M |
| AQR Capital Management | 0.00% | Add +65.5% | 20,687 | $2.1M |
| Mather Group, Llc. | 0.02% | Reduce -18.1% | 20,655 | $2.1M |
| Tanglewood Wealth Management, Inc. | 0.23% | Reduce -68.3% | 20,642 | $2.1M |
| Total Wealth Planning, LLC | 0.32% | Reduce -3.6% | 20,616 | $2.1M |
| Wambolt & Associates, LLC | 0.70% | Reduce -0.4% | 20,412 | $2.0M |
| TD Private Client Wealth LLC | 0.06% | Add +11.2% | 20,226 | $2.0M |
| VestGen Advisors, LLC | 0.09% | — | 19,996 | $2.0M |
| Copperleaf Capital, LLC | 1.17% | Reduce -38.0% | 19,652 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -43.4% | 19,649 | $2.0M |
| Diversify Advisory Services, LLC | 0.12% | Reduce -43.9% | 18,763 | $2.0M |
| Spire Wealth Management | 0.06% | Reduce -7.6% | 19,460 | $1.9M |
| Theory Financial LLC | 0.82% | Reduce -45.4% | 19,368 | $1.9M |
| Summit Financial, LLC | 0.05% | Add +232.2% | 19,286 | $1.9M |
| Cannon Financial Strategists, Inc. | 0.33% | No change | 19,028 | $1.9M |
| SWP Financial LLC | 1.16% | Reduce -43.5% | 19,000 | $1.9M |
| One Capital Management, LLC | 0.06% | Reduce -17.0% | 18,556 | $1.9M |
| Addison Capital Co | 0.72% | Add +34.5% | 18,389 | $1.8M |
| Facet Wealth, Inc. | 0.05% | Reduce -98.8% | 17,132 | $1.8M |
| MKD Wealth Coaches, LLC | 2.06% | Reduce -21.4% | 18,193 | $1.8M |
| Strata Wealth Advisors, LLC | 0.56% | Reduce -7.9% | 18,148 | $1.8M |
| Sowell Financial Services LLC | 0.08% | Reduce -4.0% | 18,056 | $1.8M |
| Turtle Creek Wealth Advisors, LLC | 0.27% | No change | 18,016 | $1.8M |
| Stock Yards Bank & Trust Co. | 0.06% | Add +12.7% | 17,940 | $1.8M |
| InvesTrust | 0.48% | Add +7.5% | 17,722 | $1.8M |
| Trust Point Inc. | 0.16% | No change | 17,710 | $1.8M |
| OMNI 360 Wealth, Inc. | 1.18% | Add +4.0% | 17,682 | $1.8M |
| ARK & TLK Investments, LLC | 0.62% | Add +1.9% | 17,679 | $1.8M |
| RCS Financial Planning, LLC | 0.92% | Reduce -34.8% | 17,373 | $1.7M |
| Davis Wealth Advisors, LLC | 1.96% | Reduce -46.0% | 17,308 | $1.7M |
| Barnes Wealth Management Group, Inc | 1.11% | Reduce -44.2% | 17,230 | $1.7M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.44% | No change | 17,200 | $1.7M |
| Jacksonville Wealth Management, LLC | 1.69% | Add +1.7% | 17,146 | $1.7M |
| Retirement Wealth Solutions LLC | 1.38% | Reduce -27.2% | 17,114 | $1.7M |
| Gateway Wealth Partners, LLC | 0.38% | Reduce -43.2% | 17,082 | $1.7M |
| Ehrlich Financial Group | 1.21% | Reduce -64.4% | 16,663 | $1.7M |
| Silver Oak Securities, Incorporated | 0.16% | Reduce -2.3% | 16,519 | $1.7M |
| BridgePort Financial Solutions, LLC | 0.74% | Add +0.2% | 16,497 | $1.6M |
| Paladin Advisory Group, LLC | 1.30% | Add +4.2% | 16,252 | $1.6M |
| Centaurus Financial, Inc. | 0.10% | Add +0.1% | 16,245 | $1.6M |
| Shum Financial Group, Inc. | 1.40% | Add +3.0% | 16,136 | $1.6M |
| Paces Ferry Wealth Advisors, LLC | 0.80% | Reduce -4.0% | 16,098 | $1.6M |
| FWG Investments, LLC. | 1.85% | Reduce -20.4% | 15,744 | $1.6M |
| Emergent Wealth Advisors, LLC | 1.13% | Add +3.3% | 15,621 | $1.6M |
| Mechanics Bank Trust Department | 0.21% | Reduce -1.3% | 15,568 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +11.5% | 15,447 | $1.5M |
| IFG Advisory, LLC | 0.09% | Reduce -44.6% | 15,423 | $1.5M |
| Signet Financial Management, LLC | 0.21% | New | 15,348 | $1.5M |
| Keel Point, LLC | 0.12% | Add +4.1% | 15,176 | $1.5M |
| Angeles Investment Advisors, LLC | 0.08% | No change | 15,155 | $1.5M |
| Trustmark Bank Trust Department | 0.11% | Reduce -16.6% | 15,059 | $1.5M |
| SCS Capital Management LLC | 0.02% | Add +4.6% | 15,057 | $1.5M |
| Sutton Place Investors LLC | 1.01% | Reduce -34.9% | 15,035 | $1.5M |
| Cyndeo Wealth Partners, LLC | 0.10% | Reduce -43.0% | 14,874 | $1.5M |
| Mendel Capital Management LLC | 0.90% | Add +16.0% | 14,860 | $1.5M |
| Maripau Wealth Management LLC | 0.85% | Reduce -15.4% | 14,750 | $1.5M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -0.2% | 14,590 | $1.5M |
| Keystone Wealth Services, LLC | 0.39% | Reduce -3.5% | 14,547 | $1.5M |
| Axis Wealth Partners, LLC | 1.07% | Reduce -1.5% | 14,456 | $1.4M |
| Allegheny Financial Group | 0.37% | Reduce -3.6% | 14,452 | $1.4M |
| Brown Advisory Inc. | 0.00% | Reduce -1.3% | 14,424 | $1.4M |
| GWN Securities Inc. | 0.08% | New | 14,314 | $1.4M |
| Balance Wealth Partners LLC | 0.92% | — | 14,230 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -81.6% | 14,117 | $1.4M |
| Elios Financial Group Inc. | 0.70% | Reduce -3.9% | 14,097 | $1.4M |
| Financial Advocates Investment Management | 0.10% | Reduce -35.4% | 14,095 | $1.4M |
| Dynamic Financial Group | 1.41% | Add +0.2% | 14,052 | $1.4M |
| Hardy Reed LLC | 0.12% | Add +0.0% | 13,852 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -24.9% | 13,834 | $1.4M |
| Ironwood Investment Counsel, LLC | 0.24% | Add +0.1% | 13,749 | $1.4M |
| Bush Investment Group, LLC | 1.03% | Reduce -47.5% | 13,735 | $1.4M |
| Financial Counselors Inc. | 0.02% | Reduce -0.4% | 13,733 | $1.4M |
| KPP Advisory Services LLC | 0.26% | New | 13,707 | $1.4M |
| Ridgeline Wealth, LLC | 1.16% | Reduce -8.3% | 13,663 | $1.4M |
| Penobscot Investment Management Company, Inc. | 0.13% | Reduce -2.2% | 13,605 | $1.4M |
| Pachira Investments Inc. | 0.94% | Add +0.3% | 13,291 | $1.3M |
| Mgo One Seven LLC | 0.05% | Reduce -13.9% | 13,235 | $1.3M |
| SOL Capital Management CO | 0.14% | Reduce -1.6% | 13,085 | $1.3M |
| Arkadios Wealth Advisors | 0.05% | Add +17.8% | 12,970 | $1.3M |
| Commonwealth Retirement Investments LLC | 0.52% | Reduce -44.1% | 12,872 | $1.3M |
| Cooper Financial Group | 0.17% | Reduce -7.5% | 12,783 | $1.3M |
| Seneca Financial Advisors LLC | 0.61% | No change | 12,627 | $1.3M |
| Blalock Williams, LLC | 1.40% | Reduce -44.4% | 12,510 | $1.3M |
| Duncan Williams Asset Management, LLC | 0.45% | Reduce -1.1% | 12,452 | $1.2M |
| Latitude Advisors, LLC | 0.72% | Add +6.0% | 12,424 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Reduce -1.5% | 12,420 | $1.2M |
| Consilio Wealth Advisors, LLC | 0.52% | Reduce -92.7% | 12,399 | $1.2M |
| Harbour Investments, Inc. | 0.04% | Reduce -67.2% | 12,331 | $1.2M |
| Evoke Wealth, LLC | 0.03% | Add +8.0% | 12,210 | $1.2M |
| LifePlan Investment Advisors, Inc. | 0.70% | Reduce -37.1% | 12,182 | $1.2M |
| Investor's Fiduciary Advisor Network, LLC | 0.57% | Reduce -7.1% | 12,142 | $1.2M |
| Private Wealth Asset Management, LLC | 0.17% | — | 12,075 | $1.2M |
| Valley National Advisers Inc. | 0.22% | Add +13.2% | 12,047 | $1.2M |
| CW Advisors, LLC | 0.01% | New | 12,000 | $1.2M |
| Diversified Enterprises, LLC | 0.10% | Reduce -23.9% | 11,920 | $1.2M |
| WealthPLAN Partners, LLC | 0.17% | Reduce -45.1% | 11,886 | $1.2M |
| Hutchens & Kramer Investment Management Group, LLC | 0.65% | Reduce -35.5% | 11,820 | $1.2M |
| Arcadia Wealth Management, LLC | 0.58% | Reduce -3.0% | 11,800 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Add +11.9% | 11,780 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -0.1% | 11,762 | $1.2M |
| AMG National Trust Bank | 0.03% | Reduce -0.9% | 11,730 | $1.2M |
| Institute for Wealth Management, LLC. | 0.15% | Add +1.0% | 11,692 | $1.2M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -13.6% | 11,638 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.6% | 11,586 | $1.2M |
| Sigma Planning Corp | 0.04% | Reduce -31.6% | 11,536 | $1.2M |
| Causey Wealth LLC | 0.64% | Reduce -19.5% | 11,469 | $1.1M |
| Mainstream Capital Management LLC | 0.90% | Add +1.3% | 11,382 | $1.1M |
| Fifth Third Wealth Advisors LLC | 0.06% | Add +90.7% | 11,331 | $1.1M |
| Strategic Financial Concepts, LLC | 0.21% | Reduce -43.7% | 11,245 | $1.1M |
| Cardiff Park Advisors, LLC | 0.11% | No change | 11,212 | $1.1M |
| Dentgroup LLC | 0.84% | Reduce -12.7% | 11,199 | $1.1M |
| Wealthgarden F.S. LLC | 1.07% | Reduce -48.0% | 11,135 | $1.1M |
| Brookwood Investment Group LLC | 0.19% | — | 11,107 | $1.1M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -1.8% | 11,086 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -41.0% | 11,063 | $1.1M |
| Interchange Capital Partners, LLC | 0.31% | Reduce -48.9% | 11,063 | $1.1M |
| BTC Capital Management, Inc. | 0.10% | No change | 11,025 | $1.1M |
| Venturi Wealth Management, LLC | 0.06% | Reduce -50.3% | 11,006 | $1.1M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -16.7% | 10,983 | $1.1M |
| Creative Financial Designs Inc. | 0.09% | Reduce -31.3% | 10,952 | $1.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.30% | Add +21.1% | 10,914 | $1.1M |
| Fullcircle Wealth LLC | 0.44% | Reduce -52.1% | 10,390 | $1.1M |
| Verdence Capital Advisors LLC | 0.08% | Reduce -45.8% | 10,748 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | Add +9.3% | 10,698 | $1.1M |
| Merkkuri Wealth Advisors LLC | 0.91% | Reduce -38.7% | 10,677 | $1.1M |
| Jacobi Capital Management LLC | 0.08% | Reduce -0.7% | 10,635 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -1.9% | 10,599 | $1.1M |
| Caliber Wealth Management, LLC / KS | 0.14% | — | 10,580 | $1.1M |
| Cook Wealth, LLC | 0.51% | Reduce -7.0% | 10,151 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Reduce -40.2% | 10,561 | $1.1M |
| Keybank National Association | 0.00% | Reduce -2.2% | 10,502 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -12.9% | 10,449 | $1.0M |
| LVW Advisors, LLC | 0.13% | Reduce -71.6% | 10,448 | $1.0M |
| Stone Summit Wealth LLC | 0.35% | Add +5.6% | 10,442 | $1.0M |
| Tempus Wealth Planning, LLC | 0.31% | Reduce -16.8% | 10,388 | $1.0M |
| Integrated Advisors Network LLC | 0.05% | Add +48.9% | 10,338 | $1.0M |
| Global Wealth Management Investment Advisory, Inc. | 0.21% | Add +0.7% | 10,333 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Reduce -52.0% | 10,094 | $1.0M |
| BIP Wealth, LLC | 0.07% | Reduce -3.4% | 10,019 | $1.0M |
| Wescott Financial Advisory Group, LLC | 0.10% | Add +9.6% | 9,975 | $998K |
| Avantra Family Wealth, Inc. | 0.96% | Reduce -9.3% | 9,956 | $996K |
| Golden State Wealth Management, LLC | 0.15% | Add +4.5% | 9,875 | $988K |
| Wedbush Securities Inc. | 0.04% | Add +21.2% | 9,863 | $986K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +4.6% | 9,830 | $983K |
| Nwam LLC | 0.08% | Reduce -43.5% | 9,781 | $978K |
| Horan Securities, Inc. | 0.37% | Add +21.8% | 9,766 | $977K |
| Sound Income Strategies, LLC | 0.06% | Add +8.1% | 9,751 | $975K |
| Sovereign Financial Group, Inc. | 0.22% | Reduce -47.5% | 9,689 | $969K |
| Rehmann Capital Advisory Group | 0.06% | Reduce -9.1% | 9,639 | $964K |
| Clearview Wealth Advisors LLC | 0.71% | Reduce -46.7% | 9,539 | $954K |
| American State Bank (Iowa) | 0.57% | Reduce -1.4% | 9,536 | $954K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -19.3% | 9,425 | $943K |
| Aprio Wealth Management, LLC | 0.12% | Add +193.7% | 9,412 | $941K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +3.4% | 9,354 | $935K |
| Ieq Capital, LLC | 0.01% | No change | 9,351 | $935K |
| Transce3nd, LLC | 0.42% | Add +0.6% | 9,301 | $930K |
| Napatree Capital LLC | 0.52% | Reduce -56.3% | 9,301 | $930K |
| Optivise Advisory Services LLC | 0.52% | Reduce -8.0% | 9,258 | $926K |
| Larson Financial Group LLC | 0.04% | Reduce -9.6% | 9,235 | $923K |
| Diversified Trust Co. | 0.02% | No change | 9,153 | $915K |
| Wingate Wealth Advisors, Inc. | 1.05% | Add +37.1% | 9,128 | $913K |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -0.2% | 9,120 | $912K |
| Watchman Group, Inc. | 0.25% | Add +6.1% | 9,003 | $900K |
| Harding Loevner LP | 0.01% | Reduce -68.4% | 8,990 | $899K |
| Cornerstone Wealth Advisors, Inc. | 0.25% | Add +22.0% | 8,970 | $897K |
| Calydon Capital | 0.17% | No change | 8,930 | $893K |
| Daymark Wealth Partners, LLC | 0.04% | Add +70.5% | 8,921 | $892K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Reduce -39.3% | 8,871 | $889K |
| Legacy Capital Wealth Partners, LLC | 0.22% | Reduce -3.4% | 8,847 | $885K |
| James J. Burns & Company, LLC | 0.16% | Add +0.1% | 8,818 | $882K |
| Luts & Greenleigh Group, Inc. | 0.87% | No change | 8,740 | $874K |
| Quest 10 Wealth Builders, Inc. | 0.91% | Add +1.0% | 8,540 | $854K |
| Canvas Wealth Advisors, LLC | 0.22% | Add +10.5% | 8,496 | $853K |
| FSC Wealth Advisors, LLC | 0.56% | Add +35.1% | 8,463 | $846K |
| Private Trust Co. NA | 0.09% | Reduce -20.0% | 8,437 | $844K |
| Aspire Private Capital, LLC | 0.21% | Reduce -39.9% | 8,431 | $843K |
| Morris Financial Concepts, Inc. | 0.35% | Add +14.5% | 8,399 | $840K |
| Collective Family Office LLC | 0.22% | No change | 8,255 | $826K |
| Wealthfront Advisers LLC | 0.00% | Add +14.2% | 8,207 | $821K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -30.6% | 8,301 | $820K |
| Fragasso Financial Advisors Inc | 0.06% | Reduce -2.2% | 8,162 | $816K |
| Mycio Wealth Partners, LLC | 0.19% | No change | 8,159 | $816K |
| Parallel Advisors, LLC | 0.02% | Reduce -0.6% | 8,109 | $811K |
| Evensky & Katz LLC | 0.05% | No change | 8,059 | $806K |
| Milestone Investment Advisors LLC | 0.22% | Reduce -30.7% | 8,034 | $803K |
| Palisade Asset Management, LLC | 0.08% | Reduce -2.1% | 7,860 | $786K |
| Cibc World Market Inc. | 0.00% | Reduce -13.4% | 7,860 | $786K |
| LMCG Investments, LLC | 0.05% | Add +9.1% | 7,827 | $783K |
| StoneX Group Inc. | 0.04% | Reduce -6.5% | 7,820 | $782K |
| Beacon Financial Advisory LLC | 0.24% | Reduce -33.3% | 7,817 | $782K |
| Two West Capital Advisors LLC | 0.64% | Reduce -19.8% | 7,899 | $770K |
| Sax Wealth Advisors, LLC | 0.05% | Add +0.1% | 7,591 | $759K |
| SGL Investment Advisors, Inc. | 0.39% | Add +14.4% | 7,146 | $755K |
| Raleigh Capital Management Inc. | 0.34% | Reduce -50.2% | 7,542 | $754K |
| World Equity Group, Inc. | 0.21% | Reduce -18.1% | 7,490 | $749K |
| Sage Financial Group Inc. | 0.06% | Add +10.3% | 7,351 | $735K |
| Beacon Financial Group | 0.08% | Reduce -11.0% | 7,331 | $733K |
| Copia Wealth Management | 0.67% | Reduce -4.9% | 7,282 | $728K |
| Synovus Financial Corp. | 0.01% | Reduce -6.1% | 7,255 | $726K |
| Taylor & Morgan Wealth Management, LLC | 0.55% | Add +222.2% | 7,250 | $725K |
| MSH Capital Advisors LLC | 0.22% | Add +5.3% | 7,177 | $718K |
| Noble Family Wealth, LLC | 0.20% | No change | 7,160 | $716K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +16.1% | 7,118 | $712K |
| Lloyd Advisory Services, LLC. | 0.36% | Reduce -17.0% | 7,078 | $708K |
| Gotham Asset Management | 0.01% | Add +174.6% | 6,960 | $696K |
| First Heartland Consultants, Inc. | 0.07% | Reduce -62.7% | 6,903 | $690K |
| First Citizens Financial Corp | 0.39% | Reduce -18.7% | 6,806 | $681K |
| Macroview Investment Management LLC | 0.64% | Reduce -8.3% | 6,805 | $680K |
| Moneco Advisors, LLC | 0.07% | Add +21.2% | 6,699 | $670K |
| Rockland Trust Co. | 0.03% | Reduce -28.1% | 6,662 | $666K |
| Betterment LLC | 0.00% | Add +14.1% | 6,664 | $666K |
| Oxford Financial Group, LTD. LLC | 0.05% | Reduce -18.8% | 6,643 | $664K |
| Washington Trust Bank | 0.07% | Reduce -48.1% | 6,579 | $658K |
| HB Wealth Management, LLC | 0.01% | New | 6,487 | $649K |
| WASHINGTON TRUST Co | 0.02% | No change | 6,386 | $639K |
| UNIVEST FINANCIAL Corp | 0.04% | Reduce -5.9% | 6,341 | $634K |
| Accelerate Investment Advisors LLC | 0.53% | Reduce -34.6% | 6,335 | $633K |
| Lifeworks Advisors, LLC | 0.11% | Reduce -34.6% | 6,326 | $633K |
| DAVENPORT & Co LLC | 0.00% | Add +1.4% | 6,297 | $630K |
| Beacon Financial Planning, Inc. | 0.36% | Add +47.6% | 6,297 | $630K |
| RDA Financial Network | 0.19% | Reduce -47.8% | 6,238 | $624K |
| FLP Wealth Management, LLC | 1.98% | Add +0.7% | 6,233 | $623K |
| Atlatl Advisers LLC | 0.40% | Reduce -37.6% | 6,150 | $615K |
| HRC Wealth Management, LLC | 0.37% | Reduce -13.7% | 6,031 | $603K |
| Semmax Financial Advisors Inc. | 0.16% | Reduce -41.5% | 5,676 | $602K |
| Ewa, LLC | 0.22% | Add +80.5% | 6,007 | $601K |
| Bridges Investment Management Inc. | 0.01% | Reduce -6.8% | 6,004 | $600K |
| Advisory Alpha, LLC | 0.02% | Reduce -4.5% | 5,982 | $598K |
| Cypress Capital Group | 0.08% | Reduce -0.7% | 5,962 | $596K |
| Choate Investment Advisors | 0.01% | Reduce -1.5% | 5,937 | $594K |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | Reduce -15.8% | 5,884 | $588K |
| Evercore Wealth Management, LLC | 0.01% | No change | 5,877 | $588K |
| MIdWestOne Financial Group, Inc. | 0.08% | No change | 5,844 | $584K |
| Net Worth Advisory Group | 0.18% | Reduce -0.9% | 5,840 | $584K |
| Ocean Park Asset Management, LLC | 0.02% | New | 5,831 | $583K |
| Confluence Wealth Services, Inc. | 0.04% | New | 5,736 | $580K |
| WealthTrak Capital Management LLC | 0.50% | Reduce -50.7% | 5,779 | $578K |
| Associated Banc-Corp | 0.02% | Add +6.7% | 5,721 | $572K |
| Sachetta, LLC | 0.23% | No change | 5,717 | $572K |
| Absolute Capital Management, LLC | 0.33% | Reduce -48.2% | 5,666 | $567K |
| Harbour Capital Advisors, LLC | 0.14% | Reduce -2.5% | 5,756 | $566K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -7.9% | 5,655 | $566K |
| Montecito Bank & Trust | 0.10% | Reduce -0.2% | 5,609 | $561K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -17.3% | 5,502 | $550K |
| Birch Hill Investment Advisors LLC | 0.03% | Add +1.4% | 5,450 | $545K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -43.7% | 5,406 | $541K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +9.7% | 5,395 | $540K |
| Catalina Capital Group, LLC | 0.36% | Reduce -48.6% | 5,389 | $539K |
| Fund Evaluation Group, LLC | 0.02% | No change | 5,385 | $539K |
| Elevated Capital Advisors, LLC | 0.15% | Reduce -7.1% | 5,347 | $535K |
| Alterna Wealth Management, Inc. | 0.40% | Reduce -33.1% | 5,328 | $533K |
| Alerus Financial NA | 0.04% | No change | 5,300 | $530K |
| Personal Cfo Solutions, LLC | 0.11% | New | 5,289 | $529K |
| Resurgent Financial Advisors LLC | 0.32% | Reduce -46.1% | 5,289 | $529K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -7.1% | 5,252 | $525K |
| Conning Inc. | 0.02% | No change | 5,226 | $523K |
| Millennium Management | 0.00% | New | 5,222 | $522K |
| Legacy Edge Advisors, LLC | 0.08% | Reduce -37.1% | 5,182 | $518K |
| DRW Securities, LLC | 0.04% | New | 5,156 | $516K |
| Independence Bank of Kentucky | 0.08% | No change | 5,109 | $511K |
| DGS Capital Management, LLC | 0.13% | Reduce -24.0% | 5,033 | $503K |
| Gables Capital Management Inc. | 0.25% | No change | 5,007 | $501K |
| James Investment Research, Inc. | 0.06% | Reduce -32.6% | 4,994 | $499K |
| Sheets Smith Wealth Management | 0.06% | Reduce -3.5% | 4,905 | $491K |
| LGT Financial Advisors LLC | 1.50% | Reduce -31.7% | 4,897 | $490K |
| GeoWealth Management, LLC | 0.02% | Reduce -31.1% | 4,898 | $490K |
| Western Wealth Management, LLC | 0.03% | Reduce -57.9% | 4,887 | $489K |
| Quantinno Capital Management LP | 0.00% | Reduce -1.9% | 4,886 | $489K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -38.0% | 4,572 | $484K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -12.7% | 4,772 | $477K |
| Freedom Investment Management, Inc. | 0.04% | Add +25.0% | 4,757 | $476K |
| Novus Advisors, LLC | 0.48% | Reduce -8.4% | 4,749 | $475K |
| Urban Financial Advisory Corp | 0.26% | Add +24.5% | 4,722 | $472K |
| Rosenberg Matthew Hamilton | 0.12% | Reduce -1.8% | 4,703 | $470K |
| Rappaport Reiches Capital Management, LLC | 0.12% | No change | 4,673 | $467K |
| Sound Financial Strategies Group, LLC | 0.42% | Add +15.2% | 4,654 | $465K |
| Athena Investment Management | 0.28% | Add +2.0% | 4,619 | $462K |
| NewEdge Wealth, LLC | 0.01% | Reduce -9.2% | 4,599 | $460K |
| Plancorp, LLC | 0.02% | New | 4,589 | $459K |
| Semus Wealth Partners LLC | 0.32% | Reduce -42.7% | 4,574 | $457K |
| Leisure Capital Management | 0.18% | Reduce -27.1% | 4,477 | $448K |
| Koshinski Asset Management, Inc. | 0.04% | Add +8.4% | 4,395 | $439K |
| MAI Capital Management | 0.00% | Reduce -2.1% | 4,391 | $439K |
| Independent Financial Group, LLC | 0.01% | Reduce -23.7% | 4,368 | $437K |
| LexAurum Advisors, LLC | 0.08% | Reduce -36.3% | 4,358 | $436K |
| Composition Wealth, LLC | 0.01% | Reduce -2.4% | 4,316 | $432K |
| Magnus Financial Group LLC | 0.04% | Reduce -42.0% | 4,280 | $428K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.15% | Add +56.4% | 4,268 | $427K |
| Bogart Wealth, LLC | 0.02% | Add +2.1% | 4,257 | $426K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -28.2% | 4,183 | $418K |
| PUREfi Wealth, LLC | 0.42% | Reduce -27.3% | 4,183 | $418K |
| Hickory Point Bank & Trust | 0.37% | No change | 4,174 | $417K |
| Martin Worley Group | 0.24% | No change | 4,173 | $417K |
| Pinnacle Family Advisors, LLC | 0.23% | Reduce -26.8% | 4,160 | $416K |
| Fisher Asset Management | 0.00% | Add +3.4% | 4,158 | $416K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.1% | 4,153 | $415K |
| Highland Capital Management, LLC | 0.02% | Reduce -0.1% | 4,122 | $412K |
| Unified Investment Management | 0.49% | Reduce -3.7% | 4,120 | $412K |
| Decker Retirement Planning Inc. | 0.26% | Add +22.8% | 4,117 | $412K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -29.7% | 4,006 | $401K |
| Midwest Heritage Bank, FSB | 0.16% | Reduce -13.8% | 4,001 | $400K |
| Fermata Advisors, LLC | 0.07% | Reduce -6.1% | 4,000 | $400K |
| Legacy Financial Advisors, Inc. | 0.07% | Reduce -42.5% | 3,999 | $400K |
| Quartz Partners, LLC | 0.24% | Reduce -4.4% | 3,944 | $394K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +16.8% | 3,927 | $393K |
| HUB Investment Partners, LLC | 0.02% | Add +4.5% | 3,911 | $391K |
| Heritage Family Offices, LLP | 0.20% | Reduce -0.7% | 3,881 | $388K |
| Doliver Advisors, LP | 0.11% | Reduce -2.5% | 3,860 | $386K |
| MainStreet Investment Advisors LLC | 0.06% | No change | 3,848 | $385K |
| JT Stratford LLC | 0.07% | Reduce -37.6% | 3,827 | $383K |
| GTS Securities LLC | 0.02% | Add +52.8% | 3,820 | $382K |
| Fidelis Capital Partners, LLC | 0.04% | No change | 3,687 | $381K |
| Wolff Financial Management LLC | 0.11% | Reduce -1.8% | 3,797 | $380K |
| Flputnam Investment Management Co. | 0.01% | Add +53.1% | 3,765 | $377K |
| Balentine LLC | 0.02% | No change | 3,731 | $373K |
| Empirical Asset Management, LLC | 0.13% | Add +11.2% | 3,689 | $369K |
| VestGen Investment Management | 0.28% | Reduce -57.5% | 3,685 | $368K |
| Guidance Point Advisors, LLC | 0.11% | No change | 3,663 | $366K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -0.8% | 3,662 | $366K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -35.1% | 3,642 | $364K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -1.7% | 3,633 | $363K |
| Hobart Private Capital, LLC | 0.09% | Reduce -3.0% | 3,617 | $362K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,615 | $362K |
| Financial Perspectives, Inc | 0.12% | Add +5.3% | 3,570 | $357K |
| CGN Advisors LLC | 0.03% | Add +5.4% | 3,566 | $357K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 3,510 | $351K |
| Kelly Financial Services LLC | 0.12% | Reduce -41.2% | 3,473 | $347K |
| Northeast Financial Consultants Inc | 0.02% | No change | 3,463 | $346K |
| Continuum Advisory, LLC | 0.04% | Reduce -24.7% | 3,434 | $343K |
| Mission Wealth Management, LP | 0.01% | Reduce -16.7% | 3,431 | $343K |
| Evanson Asset Management, LLC | 0.02% | No change | 3,428 | $343K |
| Droms Strauss Advisors Inc. /Mo/ | 0.12% | Reduce -4.9% | 3,425 | $342K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 3,410 | $341K |
| Ledyard National Bank | 0.03% | Reduce -11.5% | 3,388 | $339K |
| Pines Wealth Management, LLC | 0.16% | Reduce -37.5% | 3,770 | $339K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -12.5% | 3,382 | $338K |
| Aspire Capital Advisors LLC | 0.10% | No change | 3,355 | $336K |
| Fairvoy Private Wealth, LLC | 0.09% | Reduce -37.3% | 3,355 | $336K |
| UMB Bank, n.a. | 0.01% | Reduce -11.5% | 3,336 | $334K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -7.3% | 3,331 | $333K |
| Milestone Asset Management Group, LLC | 0.30% | Reduce -3.1% | 3,309 | $331K |
| SMART Wealth LLC | 0.12% | Add +14.8% | 3,303 | $330K |
| Mission Financial Group, LLC | 0.30% | — | 2,958 | $329K |
| Westfuller Advisors, LLC | 0.22% | No change | 3,292 | $329K |
| Bristlecone Advisors, LLC | 0.03% | No change | 3,287 | $329K |
| Waldron Private Wealth LLC | 0.02% | Add +10.8% | 3,245 | $325K |
| TD Capital Management LLC | 0.03% | Reduce -11.4% | 3,228 | $323K |
| Laurel Wealth Advisors LLC | 0.05% | Reduce -1.9% | 3,208 | $321K |
| ORG Partners LLC | 0.08% | Reduce -96.1% | 3,200 | $320K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +7.9% | 3,175 | $317K |
| REAP Financial Group, LLC | 0.08% | Reduce -26.0% | 3,174 | $317K |
| RHS Financial, LLC | 0.18% | Reduce -57.1% | 3,169 | $317K |
| Tassel Capital Management, Inc. | 0.28% | Add +29.4% | 3,146 | $315K |
| Midland Wealth Advisors, LLC | 0.02% | Add +20.7% | 3,107 | $311K |
| Allworth Financial LP | 0.00% | Add +3.3% | 2,984 | $307K |
| Fulcrum Equity Management | 0.33% | Reduce -47.4% | 3,021 | $302K |
| Coppell Advisory Solutions LLC | 0.04% | Add +204.9% | 4,891 | $300K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -14.7% | 2,992 | $299K |
| Kovack Advisors, Inc. | 0.03% | Reduce -10.1% | 2,938 | $294K |
| Midwest Capital Advisors, LLC | 0.18% | No change | 2,928 | $293K |
| Talisman Wealth Advisors LLC | 0.30% | Reduce -8.0% | 2,923 | $292K |
| Lion Street Advisors, LLC | 0.09% | Reduce -35.0% | 2,920 | $292K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -38.7% | 2,917 | $292K |
| Fortress Financial Group, LLC | 0.29% | No change | 2,894 | $289K |
| Stephens Inc. | 0.00% | Reduce -5.7% | 2,891 | $289K |
| Global Wealth Strategies & Associates | 0.09% | Reduce -5.0% | 2,853 | $285K |
| GGM Financial LLC | 0.19% | Reduce -1.7% | 2,826 | $283K |
| Lido Advisors, LLC | 0.00% | Reduce -9.0% | 2,757 | $276K |
| Argent Trust Co | 0.01% | Reduce -11.0% | 2,724 | $272K |
| Essex Bank | 0.07% | No change | 2,696 | $270K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -8.7% | 2,676 | $268K |
| FLC Capital Advisors | 0.06% | No change | 2,671 | $267K |
| West Coast Financial LLC | 0.03% | No change | 2,667 | $267K |
| Flagstar Securities, Inc. | 0.07% | Reduce -45.0% | 2,661 | $266K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -62.4% | 2,652 | $265K |
| FSA Advisors, Inc. | 0.21% | Reduce -7.8% | 2,622 | $262K |
| Wedmont Private Capital | 0.01% | No change | 2,681 | $261K |
| ERn Financial, LLC | 0.04% | Add +3.8% | 2,611 | $261K |
| Cortland Associates Inc. | 0.03% | No change | 2,614 | $261K |
| Herold Advisors, Inc. | 0.06% | Reduce -47.6% | 2,602 | $260K |
| Madison Wealth Partners, Inc | 0.06% | Reduce -0.1% | 2,596 | $260K |
| Legacy Wealth Asset Management, LLC | 0.07% | Reduce -71.0% | 2,587 | $259K |
| Family Firm, Inc. | 0.06% | Reduce -9.6% | 2,580 | $258K |
| Stephen J. Garry & Associates, LLC | 0.24% | Reduce -7.2% | 2,565 | $257K |
| Modera Wealth Management, LLC | 0.00% | No change | 2,563 | $256K |
| Charter Research & Investment Group, Inc. | 0.19% | New | 2,540 | $254K |
| Faithward Advisors, LLC | 0.04% | Add +14.4% | 2,535 | $254K |
| Orin Green Financial, LLC | 0.12% | New | 2,560 | $252K |
| Accretive Wealth Partners, LLC | 0.09% | New | 2,361 | $251K |
| Clarius Group, LLC | 0.02% | No change | 2,505 | $251K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,491 | $249K |
| Synergy Financial Group, LTD | 0.22% | No change | 2,473 | $247K |
| Altfest L J & Co. Inc. | 0.03% | Reduce -2.6% | 2,473 | $247K |
| Peterson Wealth Advisors, LLC | 0.05% | New | 2,740 | $246K |
| Fonville Wealth Management LLC | 0.07% | No change | 2,375 | $246K |
| FineMark National Bank & Trust | 0.01% | Reduce -52.0% | 2,450 | $245K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -19.5% | 2,449 | $245K |
| Monterey Private Wealth, Inc. | 0.07% | New | 2,449 | $245K |
| My Personal CFO, LLC | 0.12% | No change | 2,447 | $245K |
| Cary Street Partners Investment Advisory LLC | 0.14% | Reduce -43.9% | 2,443 | $244K |
| MN Wealth Advisors, LLC | 0.14% | New | 2,440 | $244K |
| Walkner Condon Financial Advisors LLC | 0.05% | New | 2,410 | $241K |
| Haverford Trust Co | 0.00% | No change | 2,397 | $240K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | Reduce -22.8% | 2,395 | $240K |
| Ascentis Wealth Management, LLC | 0.08% | Add +7.9% | 2,378 | $238K |
| Two Sigma Securities, LLC | 0.04% | New | 2,373 | $237K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -98.9% | 2,369 | $237K |
| Kelly Financial Group LLC | 0.07% | Reduce -18.2% | 2,362 | $236K |
| Yoffe Investment Management, LLC | 0.35% | No change | 2,358 | $236K |
| Oakworth Capital, Inc. | 0.02% | No change | 2,355 | $236K |
| Professional Financial Advisors, LLC | 0.06% | New | 2,352 | $235K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -53.6% | 2,346 | $235K |
| Pointe Capital Management LLC | 0.14% | New | 2,342 | $234K |
| Goldstein Advisors, LLC | 0.03% | Reduce -0.2% | 2,328 | $233K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -6.0% | 2,315 | $232K |
| Montag & Caldwell, LLC | 0.05% | Reduce -1.6% | 2,294 | $229K |
| International Assets Investment Management, LLC | 0.02% | Reduce -28.5% | 2,293 | $229K |
| Hilltop Holdings Inc. | 0.01% | Reduce -31.2% | 2,292 | $229K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -17.0% | 2,260 | $226K |
| Miller Investment Management, LP | 0.02% | Reduce -8.3% | 2,250 | $225K |
| Lokken Investment Group LLC | 0.09% | Reduce -20.1% | 2,221 | $222K |
| Stage Harbor Financial, LLC | 0.19% | Reduce -6.7% | 2,217 | $222K |
| Wesbanco Bank Inc. | 0.01% | Reduce -3.6% | 2,207 | $221K |
| New Republic Capital, LLC | 0.10% | Reduce -49.7% | 2,200 | $220K |
| Impact Partnership Wealth, LLC | 0.05% | Add +1.2% | 2,195 | $219K |
| Delta Investment Management, LLC | 0.04% | Add +0.6% | 2,169 | $217K |
| Matrix Private Capital Group LLC | 0.13% | Add +48.0% | 2,160 | $216K |
| Eagle Strategies LLC | 0.04% | Reduce -9.0% | 2,147 | $215K |
| Financial Partners Group, Inc | 0.03% | Reduce -4.2% | 2,138 | $214K |
| White Lighthouse Investment Management Inc. | 0.04% | Add +0.1% | 2,136 | $214K |
| AdvisorNet Financial, Inc | 0.02% | Add +2.4% | 2,129 | $213K |
| Wrapmanager Inc. | 0.06% | Reduce -19.0% | 2,129 | $213K |
| Neumann Capital Management, LLC | 0.07% | No change | 2,125 | $213K |
| CRA Financial Services, LLC | 0.04% | No change | 2,125 | $213K |
| American National Bank & Trust | 0.02% | New | 2,118 | $212K |
| Vanguard Group Inc. | 0.00% | New | 2,117 | $212K |
| Keyvantage Wealth, LLC | 0.10% | No change | 2,108 | $211K |
| BCS Wealth Management | 0.05% | Reduce -1.4% | 2,101 | $210K |
| Bonfire Financial | 0.19% | No change | 2,094 | $209K |
| Rossby Financial, LCC | 0.09% | New | 2,002 | $207K |
| Inspire Advisors, LLC | 0.02% | New | 2,059 | $206K |
| Madden Advisory Services, Inc. | 0.10% | New | 2,049 | $205K |
| Atlas Brown,Inc. | 0.07% | New | 2,048 | $205K |
| Arax Advisory Partners | 0.01% | Add +7.0% | 2,043 | $204K |
| BSW Wealth Partners | 0.03% | New | 2,035 | $203K |
| Marino, Stram & Associates LLC | 0.05% | Reduce -2.5% | 2,034 | $203K |
| Community Financial Services Group, LLC | 0.04% | Reduce -28.2% | 2,033 | $203K |
| NTV Asset Management LLC | 0.03% | New | 2,021 | $202K |
| Hudson Portfolio Management LLC | 0.19% | Reduce -2.4% | 2,020 | $202K |
| DecisionMap Wealth Management, LLC | 0.15% | New | 2,003 | $200K |
| Smartleaf Asset Management LLC | 0.02% | Add +591.2% | 1,963 | $198K |
| Cape Investment Advisory, Inc. | 0.08% | Reduce -43.5% | 1,925 | $193K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 1,967 | $190K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +239.6% | 1,851 | $185K |
| Founders Financial Alliance, LLC | 0.04% | Add +3.6% | 1,840 | $184K |
| 2UniFi Bank | 0.12% | No change | 1,755 | $181K |
| Provenance Wealth Advisors, LLC | 0.03% | Add +0.9% | 1,799 | $180K |
| Lord & Richards Wealth Management, LLC | 0.20% | Reduce -56.6% | 1,752 | $175K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -18.3% | 1,724 | $172K |
| First Financial Corp. | 0.08% | No change | 1,712 | $171K |
| Hazlett, Burt & Watson, Inc. | 0.08% | No change | 1,676 | $168K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,636 | $164K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,616 | $162K |
| Alpine Bank Wealth Management | 0.03% | — | 1,600 | $160K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 1,606 | $156K |
| Arlington Trust Co LLC | 0.03% | No change | 1,553 | $155K |
| Vermillion & White Wealth Management Group, LLC | 0.11% | Reduce -71.8% | 1,531 | $153K |
| Arcadia Investment Advisors LLC | 0.08% | Reduce -26.5% | 1,500 | $150K |
| Addison Advisors LLC | 0.04% | Add +5.0% | 1,468 | $147K |
| Ameriflex Group, Inc. | 0.06% | Reduce -23.9% | 1,444 | $144K |
| Pineridge Advisors LLC | 0.06% | Add +2.3% | 1,438 | $144K |
| Cornerstone Planning Group LLC | 0.03% | Add +8.1% | 1,316 | $133K |
| Webster Bank, N. A. | 0.01% | No change | 1,295 | $130K |
| Howe & Rusling Inc. | 0.01% | Reduce -34.2% | 1,290 | $129K |
| Bessemer Group Inc. | 0.00% | Reduce -15.3% | 1,245 | $125K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,243 | $124K |
| Logan Capital Management Inc. | 0.01% | Add +11.3% | 1,235 | $124K |
| Zions Bancorporation, National Association | 0.01% | — | 1,212 | $121K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -51.5% | 1,343 | $121K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 1,204 | $120K |
| Global Financial Private Client, LLC | 0.05% | Reduce -42.6% | 1,195 | $120K |
| Whittier Trust Co. | 0.00% | Add +0.2% | 1,140 | $114K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 1,123 | $112K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 1,121 | $112K |
| Murphy & Mullick Capital Management Corp | 0.10% | Add +20.1% | 1,083 | $108K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,074 | $107K |
| Beacon Capital Management, LLC | 0.01% | No change | 983 | $98K |
| Angeles Wealth Management, LLC | 0.01% | No change | 972 | $97K |
| Peterson Wealth Services | 0.03% | No change | 960 | $96K |
| Wolff Wiese Magana LLC | 0.06% | No change | 945 | $95K |
| First Community Trust NA | 0.08% | No change | 936 | $94K |
| Fifth Third Bancorp | 0.00% | Reduce -63.7% | 838 | $84K |
| Tidemark, LLC | 0.03% | Add +379.9% | 835 | $84K |
| Tucker Asset Management LLC | 0.03% | Reduce -5.1% | 822 | $82K |
| Sandy Spring Bank | 0.00% | No change | 767 | $77K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 749 | $76K |
| Clark Wealth Partners | 0.05% | New | 724 | $72K |
| Stonebridge Financial Group, LLC | 0.01% | No change | 720 | $72K |
| Indiana Trust & Investment Management Co | 0.03% | Reduce -3.3% | 711 | $71K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.14% | No change | 696 | $70K |
| Ballast Advisors LLC | 0.02% | Reduce -4.5% | 681 | $68K |
| Tsfg, LLC | 0.01% | No change | 671 | $67K |
| Opal Wealth Advisors, LLC | 0.02% | Reduce -76.4% | 660 | $66K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 639 | $64K |
| Hoey Investments, Inc. | 0.01% | New | 639 | $64K |
| Collier Financial | 0.05% | Reduce -98.8% | 622 | $62K |
| National Bank of Canada | 0.00% | No change | 599 | $60K |
| Wells Financial Advisors INC | 0.08% | Add +9.2% | 595 | $60K |
| SouthState Bank Corp | 0.00% | Add +47.0% | 563 | $56K |
| Abound Wealth Management | 0.02% | Add +9166.7% | 556 | $56K |
| Hughes Financial Services, LLC | 0.01% | New | 543 | $54K |
| St Germain D J Co. Inc. | 0.00% | Add +1470.6% | 534 | $53K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 530 | $53K |
| Centricity Wealth Management, LLC | 0.05% | No change | 522 | $52K |
| Kings Path Partners LLC | 0.03% | No change | 520 | $52K |
| Mascoma Wealth Management LLC | 0.01% | No change | 519 | $52K |
| Frazier Financial Advisors, LLC | 0.04% | Reduce -5.0% | 493 | $49K |
| HighMark Wealth Management LLC | 0.03% | Reduce -11.0% | 485 | $49K |
| Coston, McIsaac & Partners | 0.01% | No change | 480 | $48K |
| Missouri Trust & Investment Co | 0.02% | No change | 460 | $46K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -19.6% | 451 | $45K |
| Hemington Wealth Management | 0.01% | No change | 452 | $45K |
| Optimum Investment Advisors | 0.02% | No change | 447 | $45K |
| Integrity Financial Corp | 0.02% | No change | 437 | $44K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 435 | $44K |
| Christopher J. Hasenberg, Inc | 0.02% | New | 423 | $42K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 422 | $42K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 413 | $41K |
| MPWM Advisory Solutions, LLC | 0.03% | Add +137.4% | 406 | $41K |
| Woodside Wealth Management LLC | 0.04% | — | 404 | $40K |
| Colonial Trust Co / SC | 0.01% | No change | 374 | $37K |
| CVA Family Office, LLC | 0.01% | Reduce -1.4% | 366 | $37K |
| Quadrant Capital Group LLC | 0.00% | New | 352 | $35K |
| Tompkins Financial Corp. | 0.00% | No change | 345 | $35K |
| Whipplewood Advisors, LLC | 0.02% | Add +4684.9% | 14,594 | $34K |
| Phillips Financial Management, LLC | 0.00% | No change | 320 | $32K |
| Adirondack Trust Co. | 0.01% | No change | 309 | $31K |
| Anchor Investment Management, LLC | 0.00% | No change | 301 | $30K |
| Park Place Capital Corp | 0.01% | No change | 297 | $30K |
| AlphaCore Capital LLC | 0.00% | New | 292 | $29K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 286 | $29K |
| Breakwater Investment Management | 0.01% | New | 275 | $28K |
| Bellwether Advisors, LLC | 0.01% | Reduce -18.7% | 274 | $27K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2.3% | 270 | $27K |
| PSI Advisors, LLC | 0.01% | Reduce -40.6% | 269 | $27K |
| Richardson Capital Management LLC | 0.02% | No change | 261 | $26K |
| Clearstead Advisors, LLC | 0.00% | Add +527.5% | 251 | $25K |
| Riverview Trust Co | 0.02% | No change | 248 | $25K |
| Trust Co. of Vermont | 0.00% | No change | 238 | $24K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 235 | $24K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -43.8% | 209 | $21K |
| Rogco, LP | 0.01% | No change | 188 | $19K |
| EPG Wealth Management LLC | 0.01% | No change | 178 | $18K |
| IMG Wealth Management, Inc. | 0.02% | Add +84.8% | 170 | $17K |
| WealthCollab, LLC | 0.01% | No change | 167 | $17K |
| Chesapeake Asset Management LLC | 0.02% | No change | 162 | $16K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 156 | $16K |
| MorganRosel Wealth Management, LLC | 0.00% | New | 155 | $16K |
| Brooklyn Investment Group | 0.00% | No change | 146 | $15K |
| Dunhill Financial, LLC | 0.01% | Add +11.0% | 141 | $14K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +80.0% | 135 | $14K |
| Glassman Wealth Services | 0.00% | Add +3.9% | 133 | $13K |
| Evermay Wealth Management LLC | 0.00% | No change | 131 | $13K |
| Bernard Wealth Management Corp. | 0.01% | No change | 120 | $12K |
| Center for Financial Planning, Inc. | 0.00% | No change | 110 | $11K |
| Nalls Sherbakoff Group, LLC | 0.01% | — | 100 | $10K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $10K |
| Smithfield Trust Co | 0.00% | No change | 100 | $10K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 94 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 87 | $9K |
| Dakota Community Bank & Trust NA | 0.04% | New | 85 | $9K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 84 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Add +1266.7% | 82 | $8K |
| Tanaka Capital Management Inc. | 0.02% | No change | 81 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 79 | $8K |
| Proffitt & Goodson Inc. | 0.00% | New | 75 | $8K |
| New Millennium Group LLC | 0.00% | Reduce -16.9% | 74 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 73 | $7K |
| Hurley Capital, LLC | 0.01% | No change | 72 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 72 | $7K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | — | 65 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | Add +109.7% | 65 | $7K |
| Townsend Asset Management Corp. /NC/ | 0.00% | New | 64 | $6K |
| Investors Research Corp | 0.00% | New | 63 | $6K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 61 | $6K |
| Grand Wealth Management, LLC | 0.00% | Reduce -53.5% | 60 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 64 | $6K |
| High Note Wealth, LLC | 0.00% | No change | 58 | $6K |
| Park Square Financial Group, LLC | 0.00% | Reduce -37.9% | 54 | $5K |
| Roxbury Financial LLC | 0.01% | Add +2.0% | 52 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +15.2% | 53 | $5K |
| Horizon Investments, LLC | 0.00% | No change | 52 | $5K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 51 | $5K |
| Westside Investment Management, Inc. | 0.00% | New | 50 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 43 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 42 | $4K |
| Cypress Capital Management LLC (WY) | 0.01% | New | 42 | $4K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 41 | $4K |
| Affinity Wealth LLC | 0.00% | No change | 37 | $4K |
| Concord Wealth Partners | 0.00% | No change | 36 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 35 | $4K |
| Trust Co | 0.00% | No change | 31 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 30 | $3K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 27 | $3K |
| Asset Dedication, LLC | 0.00% | New | 23 | $2K |
| CX Institutional | 0.00% | New | 15 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 12 | $1K |
| NFSG Corp | 0.00% | No change | 11 | $1K |
| North Capital, Inc. | 0.00% | — | 10 | $1K |
| Signaturefd, LLC | 0.00% | No change | 9 | $900 |
| Burkett Financial Services, LLC | 0.00% | No change | 9 | $880 |
| Signature Resources Capital Management, LLC | 0.00% | New | 6 | $600 |
| Global Trust Asset Management, LLC | 0.00% | No change | 6 | $600 |
| Fairway Wealth LLC | 0.00% | New | 6 | $600 |
| Gould Capital, LLC | 0.00% | No change | 5 | $500 |
| GAMMA Investing LLC | 0.00% | No change | 4 | $400 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $66 |
"% 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.