iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q2 2025 (June 30)991holders +22
70new positions
45sold out
5famous investors
$111.96avg. 13F price*
At the end of Q2 2025, 991 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings, up 22 from Q1 2025. 70 opened new positions and 45 sold out. The largest holders were Envestnet Asset Management Inc. ($1.9B), LPL Financial LLC ($680.3M) and Jones Financial Companies LLLP ($520.4M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares MSCI Eafe Growth ETF
- CUSIP
- 464288885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $104.9M |
| Exits | 45 | $446.7M |
All 13F filers, Q1 2025 → Q2 2025: 4,234,436 shares bought and 11,196,841 shares sold, net −6,962,405 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 991 holders
| Envestnet Asset Management Inc. | 0.55% | Add +0.6% | 16,920,944 | $1.9B |
| LPL Financial LLC | 0.23% | Add +5.7% | 6,074,325 | $680.3M |
| Jones Financial Companies LLLP | 0.39% | Reduce -12.1% | 4,658,236 | $520.4M |
| JPMorgan Chase & Co. | 0.04% | Reduce -5.4% | 4,605,570 | $515.8M |
| Morgan Stanley | 0.03% | Add +6.0% | 4,147,883 | $464.6M |
| Bank of America Corp. | 0.04% | Reduce -4.1% | 3,956,606 | $443.1M |
| Park Avenue Securities LLC | 1.65% | Add +1.1% | 1,598,189 | $179.0M |
| Cwm, LLC | 0.60% | Reduce -1.1% | 1,519,417 | $170.2M |
| Envestnet Portfolio Solutions, Inc. | 0.62% | Reduce -9.0% | 1,504,110 | $168.5M |
| US Bancorp \de | 0.21% | Reduce -2.8% | 1,474,234 | $165.1M |
| MML Investors Services, LLC | 0.43% | Add +8.0% | 1,333,981 | $149.4M |
| Cetera Investment Advisers | 0.25% | Add +5.0% | 1,315,205 | $147.3M |
| Wells Fargo & Company | 0.03% | Reduce -4.4% | 1,287,940 | $144.2M |
| Ameriprise Financial Inc. | 0.03% | Add +1.1% | 1,242,079 | $138.7M |
| BlackRock, Inc. | 0.00% | Reduce -24.9% | 1,203,655 | $134.8M |
| PNC Financial Services Group, Inc. | 0.08% | Add +0.4% | 1,167,865 | $130.8M |
| UBS Group AG | 0.02% | Reduce -13.0% | 994,534 | $111.4M |
| FMR LLC | 0.01% | Reduce -4.6% | 981,501 | $109.9M |
| Bank of New York Mellon Corp | 0.02% | Add +0.4% | 964,344 | $108.0M |
| Janney Montgomery Scott LLC | 0.27% | Add +0.7% | 929,210 | $104.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +94.0% | 870,647 | $97.5M |
| OneDigital Investment Advisors LLC | 0.94% | Reduce -8.5% | 753,931 | $84.4M |
| Sanctuary Advisors, LLC | 0.48% | Reduce -1.4% | 685,448 | $76.8M |
| AE Wealth Management LLC | 0.56% | Add +0.6% | 679,840 | $76.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +3.1% | 672,571 | $75.3M |
| Tiaa Trust, National Association | 0.19% | Add +4.8% | 668,262 | $74.8M |
| Commonwealth Equity Services, LLC | 0.10% | Add +0.1% | 664,514 | $74.4M |
| M&T Bank Corp | 0.24% | Reduce -5.7% | 618,385 | $69.3M |
| Focus Partners Wealth | 0.15% | Add +20.6% | 609,318 | $68.2M |
| Raymond James Financial Inc. | 0.02% | Add +6.5% | 608,756 | $68.2M |
| Foundations Investment Advisors, LLC | 1.06% | Add +12.3% | 597,452 | $66.9M |
| Merit Financial Group, LLC | 0.69% | Add +23.4% | 553,717 | $62.0M |
| NewEdge Advisors, LLC | 0.32% | Add +0.8% | 548,610 | $61.4M |
| Quent Capital, LLC | 5.38% | Add +4.8% | 497,817 | $55.8M |
| JB Capital LLC | 2.68% | Add +1.6% | 494,066 | $55.3M |
| Beacon Pointe Advisors, LLC | 0.57% | Add +4.8% | 490,315 | $54.9M |
| Financial Synergies Wealth Advisors, Inc. | 5.63% | Add +1.0% | 461,405 | $51.7M |
| Dynasty Wealth Management, LLC | 0.87% | Reduce -11.1% | 458,110 | $51.3M |
| Sofi Wealth, LLC | 3.09% | Add +6.0% | 452,138 | $50.6M |
| Osaic Holdings, Inc. | 0.09% | Add +19.7% | 446,088 | $50.0M |
| Sagespring Wealth Partners, LLC | 1.07% | Add +4.3% | 445,172 | $49.9M |
| Baker Avenue Asset Management, LP | 1.41% | Add +0.8% | 440,876 | $49.4M |
| FAS Wealth Partners, Inc. | 3.59% | Add +5.4% | 433,332 | $48.5M |
| Mariner, LLC | 0.07% | Reduce -1.8% | 403,435 | $45.2M |
| United Capital Financial Advisors, LLC | 0.36% | Reduce -3.1% | 402,630 | $45.1M |
| Stifel Financial Corp. | 0.04% | Reduce -1.1% | 393,286 | $44.0M |
| Moneta Group Investment Advisors LLC | 0.51% | Add +128.6% | 379,673 | $42.5M |
| Avantax Advisory Services, Inc. | 0.23% | Add +2.4% | 374,190 | $41.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -20.6% | 361,281 | $40.5M |
| Truist Financial Corp. | 0.05% | Add +12.2% | 332,853 | $37.3M |
| Royal Bank of Canada | 0.01% | Reduce -57.2% | 324,988 | $36.4M |
| Cary Street Partners Financial LLC | 0.97% | Reduce -11.5% | 309,372 | $34.6M |
| Kestra Advisory Services, LLC | 0.17% | Reduce -5.7% | 302,385 | $33.9M |
| Corient Private Wealth LP | 0.04% | Add +18.0% | 301,083 | $33.7M |
| Bokf, NA | 0.54% | Add +0.4% | 299,156 | $33.5M |
| Advocacy Wealth Management, LLC | 2.05% | Reduce -1.4% | 298,161 | $33.4M |
| Octavia Wealth Advisors, LLC | 3.73% | Add +20.0% | 292,513 | $32.8M |
| Austin Private Wealth, LLC | 2.54% | Reduce -11.5% | 286,910 | $32.1M |
| Integrated Wealth Concepts LLC | 0.32% | Add +1.2% | 284,493 | $31.9M |
| NBT Bank, N.A. | 2.08% | Add +2.1% | 270,429 | $30.3M |
| Captrust Financial Advisors | 0.07% | Add +0.2% | 263,985 | $29.6M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +0.4% | 260,923 | $29.2M |
| Itau Unibanco Holding S.A. | 1.07% | New | 250,300 | $28.0M |
| Choreo, LLC | 0.38% | Reduce -2.5% | 241,126 | $27.0M |
| Bank of Montreal | 0.01% | Reduce -7.3% | 229,732 | $25.7M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -1.9% | 226,232 | $25.3M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -67.4% | 219,785 | $24.6M |
| Country Club Bank | 1.53% | Reduce -0.8% | 217,136 | $24.3M |
| HighTower Advisors, LLC | 0.03% | Add +0.6% | 216,112 | $24.2M |
| Icon Wealth Advisors, LLC | 1.70% | Add +4.4% | 212,567 | $23.8M |
| Meridian Wealth Partners, LLC | 3.42% | Add +1.7% | 210,816 | $23.6M |
| EP Wealth Advisors, LLC | 0.15% | Reduce -7.8% | 206,514 | $23.1M |
| Cassaday & Co Wealth Management LLC | 0.58% | Reduce -0.9% | 205,908 | $23.1M |
| Covenant Partners, LLC | 6.73% | Reduce -3.5% | 201,384 | $22.6M |
| RTD Financial Advisors, Inc. | 2.85% | Reduce -3.9% | 198,936 | $22.3M |
| Atria Investments, Inc | 0.26% | Add +5.3% | 196,131 | $22.0M |
| Natixis Advisors, LLC | 0.03% | Reduce -31.7% | 195,157 | $21.9M |
| Pathstone Holdings, LLC | 0.09% | Add +1.9% | 192,036 | $21.5M |
| Obsidian Cio, LLC | 3.10% | Add +6.4% | 190,537 | $21.3M |
| CreativeOne Wealth, LLC | 0.50% | Reduce -4.0% | 171,466 | $19.2M |
| Baird Financial Group, Inc. | 0.03% | Add +2.0% | 171,319 | $19.2M |
| Shakespeare Wealth Management, LLC | 5.00% | Reduce -0.4% | 167,531 | $18.8M |
| MA Private Wealth | 3.21% | Reduce -32.9% | 160,287 | $18.0M |
| Waverly Advisors, LLC | 0.19% | Reduce -6.5% | 157,936 | $17.7M |
| Staley Capital Advisers Inc. | 0.75% | Add +9.0% | 157,457 | $17.6M |
| Cresset Asset Management, LLC | 0.09% | Add +46.3% | 155,992 | $17.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -5.0% | 153,661 | $17.1M |
| Sharkey, Howes & Javer | 2.21% | Add +0.6% | 146,947 | $16.5M |
| Cardinal Strategic Wealth Guidance | 4.70% | Reduce -23.9% | 145,454 | $16.3M |
| Integrity Alliance, Llc. | 0.88% | Reduce -47.7% | 143,937 | $16.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.36% | Add +2.5% | 141,348 | $15.8M |
| CFS Investment Advisory Services, LLC | 1.28% | Reduce -9.3% | 139,909 | $15.7M |
| Robinswood Financial LLC | 5.44% | Reduce -2.7% | 137,310 | $15.4M |
| Creative Planning | 0.01% | Reduce -8.7% | 136,502 | $15.3M |
| Wakefield Asset Management LLLP | 4.25% | Reduce -1.3% | 135,802 | $15.2M |
| West Wealth Group, LLC | 3.77% | Add +4.9% | 139,401 | $15.2M |
| Greenleaf Trust | 0.13% | Reduce -1.1% | 134,640 | $15.1M |
| Strategic Blueprint, LLC | 0.74% | Reduce -5.8% | 134,043 | $15.0M |
| Susquehanna International Group, LLP | 0.02% | New | 132,898 | $14.9M |
| IHT Wealth Management, LLC | 0.41% | Add +2.4% | 132,344 | $14.8M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +26.0% | 132,233 | $14.8M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -0.8% | 131,092 | $14.7M |
| Rwa Wealth Partners, LLC | 0.18% | Add +2.2% | 128,593 | $14.4M |
| &partners | 0.11% | Add +38.6% | 128,230 | $14.4M |
| Savvy Advisors, Inc. | 0.96% | Add +10.6% | 128,037 | $14.3M |
| Affinity Capital Advisors, LLC | 2.46% | Add +0.2% | 127,743 | $14.3M |
| Aptus Capital Advisors, LLC | 0.14% | Add +3.7% | 126,244 | $14.1M |
| Simplicity Wealth,LLC | 0.59% | Add +88.7% | 125,864 | $14.1M |
| SteelPeak Wealth, LLC | 0.55% | Reduce -0.8% | 124,761 | $14.0M |
| Johnson Investment Counsel Inc. | 0.13% | Add +23.0% | 124,406 | $13.9M |
| Prudential Financial Inc. | 0.02% | Reduce -1.5% | 124,176 | $13.9M |
| Kestra Investment Management, LLC | 0.42% | Reduce -70.5% | 122,625 | $13.7M |
| Stone House Investment Management, LLC | 2.52% | Add +2.8% | 122,454 | $13.7M |
| Bedel Financial Consulting, Inc. | 1.85% | Add +0.4% | 120,993 | $13.6M |
| Farther Finance Advisors, LLC | 0.27% | Reduce -31.5% | 118,617 | $13.3M |
| Checchi Capital Advisers, LLC | 0.91% | Reduce -3.4% | 116,726 | $13.1M |
| Horst & Graben Wealth Management LLC | 2.16% | Reduce -0.7% | 116,529 | $13.1M |
| Perigon Wealth Management, LLC | 0.30% | Add +2.2% | 114,161 | $12.8M |
| Aventus Investment Advisors, Inc. | 11.32% | — | 112,417 | $12.6M |
| High Falls Advisors, Inc | 2.75% | Reduce -5.8% | 111,126 | $12.4M |
| Regimen Wealth, LLC | 3.74% | Reduce -15.1% | 107,491 | $12.0M |
| Koss-Olinger Consulting, LLC | 0.96% | Reduce -4.8% | 104,528 | $11.7M |
| One Wealth Advisors, LLC | 1.61% | Reduce -4.1% | 103,434 | $11.6M |
| Lodestar Private Asset Management LLC | 1.33% | Add +16.6% | 103,227 | $11.6M |
| Prosperity Consulting Group, LLC | 0.81% | Reduce -0.5% | 99,553 | $11.1M |
| Pinnacle Financial Partners Inc | 0.23% | Add +3.1% | 98,127 | $11.0M |
| Stonebrook Private Inc. | 2.57% | Reduce -2.5% | 97,919 | $11.0M |
| Physician Wealth Advisors, Inc. | 1.72% | Reduce -4.1% | 97,866 | $11.0M |
| Keebeck Wealth Management | 1.42% | Reduce -12.8% | 96,649 | $10.8M |
| Eq LLC | 4.11% | Add +19.7% | 94,474 | $10.6M |
| Cerity Partners LLC | 0.02% | Add +23.7% | 93,714 | $10.5M |
| Mill Creek Capital Advisors, LLC | 0.23% | Add +0.4% | 93,696 | $10.5M |
| Qube Research & Technologies Ltd | 0.01% | New | 91,497 | $10.2M |
| Potomac Fund Management Inc. | 0.58% | New | 90,361 | $10.1M |
| Obsidian Personal Planning Solutions LLC | 4.06% | Add +3.4% | 89,673 | $10.0M |
| Guardian Wealth Advisors, LLC / NC | 0.70% | Add +6.4% | 89,392 | $10.0M |
| Cypress Wealth Services, LLC | 1.78% | Add +1.6% | 88,784 | $9.9M |
| Atria Wealth Solutions, Inc. | 0.22% | Reduce -66.5% | 88,420 | $9.9M |
| Avior Wealth Management, LLC | 0.34% | Add +1.4% | 88,402 | $9.9M |
| Financial Life Advisors | 3.30% | Reduce -4.0% | 86,046 | $9.6M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -3.9% | 84,592 | $9.5M |
| Sterling Capital Management LLC | 0.13% | Reduce -3.7% | 84,475 | $9.5M |
| Forthright Family Wealth Advisory LLC | 5.96% | Reduce -3.0% | 84,089 | $9.4M |
| Courier Capital LLC | 0.57% | Add +6.6% | 83,991 | $9.4M |
| ONE Advisory Partners, LLC | 3.12% | Add +2.7% | 82,689 | $9.4M |
| Cranbrook Wealth Management, LLC | 1.97% | Add +1.8% | 82,638 | $9.3M |
| Key Financial Inc | 1.84% | Reduce -2.0% | 81,672 | $9.1M |
| Blair William & Co. | 0.03% | Reduce -1.8% | 81,627 | $9.1M |
| Keystone Financial Services | 3.06% | Add +1.9% | 80,359 | $9.0M |
| Blue Trust, Inc. | 0.10% | Reduce -8.6% | 79,403 | $8.9M |
| Private Advisor Group, LLC | 0.05% | Add +11.0% | 79,342 | $8.9M |
| Watershed Private Wealth LLC | 3.23% | Add +9.3% | 79,128 | $8.9M |
| Seneca Financial Advisors LLC | 3.41% | Add +525.4% | 78,966 | $8.8M |
| Lineweaver Wealth Advisors, LLC | 1.39% | Reduce -61.3% | 78,304 | $8.8M |
| Franklin Resources Inc. | 0.00% | Reduce -5.4% | 76,549 | $8.6M |
| Trek Financial, LLC | 0.57% | Add +1.0% | 75,750 | $8.5M |
| Trust Co. of Toledo NA | 0.94% | New | 75,733 | $8.5M |
| Howard Bailey Securities, LLC | 2.61% | Add +5.2% | 75,560 | $8.5M |
| Ashton Thomas Private Wealth, LLC | 0.30% | Add +3.1% | 74,921 | $8.4M |
| Citigroup Inc. | 0.01% | Add +6.4% | 74,247 | $8.3M |
| RFG Advisory, LLC | 0.19% | Reduce -1.6% | 73,042 | $8.2M |
| Van Hulzen Asset Management, LLC | 0.67% | Add +1.6% | 71,510 | $8.0M |
| Fortis Capital Advisors, LLC | 1.43% | Reduce -0.9% | 71,473 | $8.0M |
| Belpointe Asset Management LLC | 0.33% | Reduce -1.0% | 71,473 | $8.0M |
| LifeWealth Investments, LLC | 2.88% | Add +25.6% | 70,689 | $7.9M |
| PAX Financial Group, LLC | 1.51% | Reduce -5.0% | 70,624 | $7.9M |
| Maia Wealth LLC | 1.49% | Reduce -5.8% | 69,727 | $7.8M |
| Forte Asset Management LLC | 3.95% | Reduce -6.7% | 69,281 | $7.8M |
| TSA Wealth Managment LLC | 2.80% | Reduce -3.7% | 68,548 | $7.7M |
| Wealth Alliance, LLC | 0.85% | Reduce -0.8% | 67,872 | $7.6M |
| Commerce Bank | 0.04% | Add +5.9% | 66,697 | $7.5M |
| Cerro Pacific Wealth Advisors LLC | 2.07% | Add +71.4% | 66,611 | $7.5M |
| Equitable Holdings, Inc. | 0.06% | Add +2.0% | 66,268 | $7.4M |
| Pettinga Financial Advisors LLC | 1.63% | Reduce -11.0% | 66,205 | $7.4M |
| Wealthquest Corp | 0.57% | Add +2.4% | 64,282 | $7.2M |
| Triad Wealth Partners, LLC | 1.44% | Add +9.9% | 63,797 | $7.1M |
| Client 1ST Advisory Group, LLC | 2.56% | Add +3.0% | 63,114 | $7.1M |
| Brookstone Capital Management | 0.09% | Add +6.4% | 62,200 | $7.0M |
| Northern Trust Corp. | 0.00% | Reduce -24.5% | 62,140 | $7.0M |
| Invst, LLC | 0.85% | Add +12.0% | 60,861 | $6.8M |
| First Horizon Advisors, Inc. | 0.17% | Add +0.8% | 59,764 | $6.7M |
| Jasper Ridge Partners, L.P. | 0.17% | No change | 59,403 | $6.7M |
| Kilter Group LLC | 3.49% | Add +1.8% | 59,179 | $6.6M |
| B. Riley Wealth Advisors, Inc. | 0.32% | Reduce -57.5% | 58,779 | $6.6M |
| Apeiron RIA LLC | 1.66% | Add +8.4% | 57,489 | $6.4M |
| Arete Wealth Advisors, LLC | 0.46% | Add +24.8% | 57,420 | $6.4M |
| Focus Financial Network, Inc. | 0.25% | Add +2.3% | 56,930 | $6.4M |
| U.S. Capital Wealth Advisors, LLC | 0.19% | Add +27.5% | 56,912 | $6.4M |
| Comerica Bank | 0.02% | Reduce -7.7% | 56,894 | $6.4M |
| Certus Wealth Management, LLC | 4.09% | Reduce -1.9% | 56,722 | $6.4M |
| Nicholas Hoffman & Company, LLC. | 0.16% | Reduce -0.3% | 56,106 | $6.3M |
| Rothschild Wealth LLC | 1.54% | Reduce -0.3% | 55,890 | $6.3M |
| WealthShield Partners, LLC | 0.75% | Reduce -5.9% | 55,512 | $6.2M |
| Glenmede Investment Management, LP | 0.03% | — | 55,237 | $6.2M |
| Pinnacle Wealth Planning Services, Inc. | 0.81% | Add +5.3% | 55,217 | $6.2M |
| White Pine Investment CO | 1.54% | Reduce -0.3% | 55,095 | $6.2M |
| Apollon Wealth Management, LLC | 0.12% | Reduce -0.3% | 54,695 | $6.1M |
| Summit X, LLC | 1.12% | Reduce -34.2% | 53,867 | $6.0M |
| Brighton Jones LLC | 0.16% | Reduce -1.2% | 53,811 | $6.0M |
| 1900 Wealth Management LLC | 0.45% | Add +0.3% | 53,115 | $5.9M |
| Legacy Financial Group LLC | 0.82% | Add +21.7% | 52,500 | $5.9M |
| Swmg, LLC | 1.98% | Add +23.8% | 53,300 | $5.9M |
| Waller Financial Planning Group, Inc. | 1.41% | Add +5.1% | 52,130 | $5.8M |
| Hoxton Planning & Management, LLC | 2.02% | Add +29.1% | 52,072 | $5.8M |
| Revolve Wealth Partners, LLC | 0.76% | Add +3.6% | 52,017 | $5.8M |
| Snowden Capital Advisors LLC | 0.17% | Reduce -10.3% | 51,153 | $5.7M |
| Assetmark, Inc. | 0.01% | Add +20.2% | 51,129 | $5.7M |
| Kathmere Capital Management, LLC | 0.44% | Reduce -4.3% | 51,026 | $5.7M |
| CoreCap Advisors, LLC | 0.23% | Reduce -7.0% | 50,847 | $5.7M |
| Regal Investment Advisors LLC | 0.42% | Reduce -14.5% | 50,114 | $5.6M |
| Ascent Group, LLC | 0.22% | Reduce -13.0% | 49,780 | $5.6M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +9.7% | 49,377 | $5.5M |
| Advisory Services Network, LLC | 0.09% | Reduce -3.5% | 51,011 | $5.5M |
| Norris Perne & French LLP | 0.38% | Add +1.9% | 48,872 | $5.5M |
| Marks Group Wealth Management, Inc | 0.50% | Reduce -4.2% | 48,458 | $5.4M |
| Sovran Advisors, LLC | 0.57% | Add +1.7% | 48,703 | $5.4M |
| Bay Harbor Wealth Management, LLC | 1.57% | Reduce -1.8% | 48,324 | $5.4M |
| Meeder Advisory Services, Inc. | 0.28% | Add +10.2% | 48,184 | $5.4M |
| BOK Financial Private Wealth, Inc. | 0.36% | Reduce -16.3% | 48,096 | $5.4M |
| Unique Wealth, LLC | 0.85% | Add +12.1% | 46,757 | $5.2M |
| CENTRAL TRUST Co | 0.12% | Reduce -2.0% | 46,506 | $5.2M |
| Ancora Advisors LLC | 0.11% | Add +9.2% | 45,938 | $5.1M |
| Condor Capital Management | 0.44% | Reduce -1.4% | 45,078 | $5.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.3% | 44,793 | $5.0M |
| Valmark Advisers, Inc. | 0.07% | Reduce -1.3% | 44,450 | $5.0M |
| Resolute Wealth Advisor, Inc. | 2.81% | — | 44,368 | $4.9M |
| Dorsey & Whitney Trust CO LLC | 0.25% | No change | 42,199 | $4.7M |
| Personal Cfo Solutions, LLC | 0.87% | Add +697.2% | 42,163 | $4.7M |
| Breakwater Capital Group | 0.77% | Add +1.8% | 42,065 | $4.7M |
| NorthRock Partners, LLC | 0.12% | Reduce -3.9% | 41,969 | $4.7M |
| Mayflower Financial Advisors, LLC | 0.65% | Reduce -4.9% | 41,826 | $4.7M |
| Callan Family Office, LLC | 0.15% | Reduce -7.3% | 41,820 | $4.7M |
| Sterling Financial Planning, Inc. | 1.56% | Reduce -0.4% | 41,762 | $4.7M |
| SOA Wealth Advisors, LLC. | 0.85% | Reduce -0.3% | 41,680 | $4.7M |
| Consilio Wealth Advisors, LLC | 1.65% | Add +234.1% | 41,426 | $4.6M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Reduce -44.0% | 40,932 | $4.6M |
| Journey Strategic Wealth LLC | 0.15% | Reduce -22.5% | 40,719 | $4.6M |
| McKinley Carter Wealth Services, Inc. | 0.25% | Reduce -15.6% | 40,641 | $4.6M |
| Fiduciary Trust Co | 0.06% | Add +6.3% | 40,310 | $4.5M |
| Lansing Street Advisors | 1.34% | Reduce -2.9% | 40,291 | $4.5M |
| Mutual Advisors, LLC | 0.11% | Reduce -8.1% | 40,140 | $4.5M |
| Sagace Wealth Management LLC | 3.34% | Add +77.1% | 39,907 | $4.5M |
| Yukon Wealth Management, Inc. | 1.60% | Add +0.4% | 39,904 | $4.5M |
| Global Retirement Partners, LLC | 0.11% | — | 39,713 | $4.4M |
| Mgo One Seven LLC | 0.14% | Add +199.3% | 39,613 | $4.4M |
| Harbor Group, Inc. | 0.79% | Reduce -1.9% | 39,558 | $4.4M |
| First Pacific Financial | 0.65% | Reduce -1.2% | 39,325 | $4.4M |
| Kickstand Ventures, Llc. | 1.03% | Add +2.3% | 39,318 | $4.4M |
| Parkside Financial Bank & Trust | 0.47% | Add +6.0% | 39,106 | $4.4M |
| McAdam, LLC | 0.24% | Add +2.5% | 39,069 | $4.4M |
| WCG Wealth Advisors LLC | 0.28% | Add +2.3% | 39,018 | $4.4M |
| Vertex Planning Partners, LLC | 0.90% | Add +2.8% | 38,290 | $4.3M |
| Kingdom Financial Group LLC. | 3.74% | Reduce -40.5% | 38,211 | $4.3M |
| WealthPlan Investment Management, LLC | 0.31% | Add +626.2% | 38,140 | $4.3M |
| Cobblestone Asset Management LLC | 2.25% | Reduce -10.5% | 38,119 | $4.3M |
| Capital Analysts, LLC | 0.14% | Add +8.3% | 37,886 | $4.2M |
| Elevation Point Wealth Partners, LLC | 0.33% | Reduce -3.5% | 37,823 | $4.2M |
| Empire Life Investments Inc. | 0.27% | Reduce -22.4% | 37,500 | $4.2M |
| SigFig Wealth Management, LLC | 0.14% | Reduce -10.7% | 36,810 | $4.1M |
| Advus Financial Partners, LLC | 1.05% | Reduce -12.7% | 36,700 | $4.1M |
| Hofer & Associates. Inc | 2.56% | Add +0.9% | 36,612 | $4.1M |
| IFP Advisors, Inc | 0.12% | Add +10.9% | 36,326 | $4.1M |
| Hobbs Wealth Management, LLC | 3.85% | Add +4.6% | 36,063 | $4.0M |
| True Vision MN LLC | 2.21% | Add +0.4% | 35,668 | $4.0M |
| Liberty Wealth Management LLC | 0.62% | New | 35,289 | $4.0M |
| Quadrant Private Wealth Management, LLC | 0.82% | Add +4.8% | 35,241 | $3.9M |
| Old Mission Capital LLC | 0.10% | Reduce -96.3% | 35,071 | $3.9M |
| Omega Financial Group, LLC | 1.40% | Add +1.6% | 34,579 | $3.9M |
| Claro Advisors Inc. | 0.63% | Reduce -2.2% | 34,249 | $3.8M |
| Wealthspire Retirement, LLC | 0.25% | New | 33,943 | $3.8M |
| Beam Wealth Advisors, Inc. | 1.13% | Add +6.4% | 33,928 | $3.8M |
| Gen-Wealth Partners Inc | 1.46% | Add +1.9% | 33,834 | $3.8M |
| B.O.S.S. Retirement Advisors, LLC | 0.94% | Add +7.7% | 33,410 | $3.7M |
| Dominguez Wealth Management Solutions, Inc. | 2.59% | Add +7.6% | 33,316 | $3.7M |
| Patten Group, Inc. | 0.78% | Add +9.4% | 32,800 | $3.7M |
| First Commonwealth Financial Corp | 0.79% | Add +12.3% | 32,751 | $3.7M |
| Geneos Wealth Management Inc. | 0.09% | Add +2.1% | 32,681 | $3.7M |
| KMG Fiduciary Partners, LLC | 0.27% | Reduce -2.3% | 32,625 | $3.7M |
| Net Worth Advisory Group | 0.81% | Add +458.3% | 32,607 | $3.7M |
| Lanark Financial, Inc. | 0.30% | Add +4.7% | 32,578 | $3.6M |
| Berger Financial Group, Inc | 0.23% | Add +14.0% | 32,012 | $3.6M |
| Mma Asset Management LLC | 1.37% | Reduce -53.2% | 31,926 | $3.6M |
| One Wealth Capital Management, LLC | 1.68% | Reduce -3.0% | 31,910 | $3.6M |
| W Advisors, LLC | 2.02% | Reduce -2.6% | 31,456 | $3.5M |
| ShoreHaven Wealth Partners, LLC | 1.43% | Add +1.9% | 31,092 | $3.5M |
| Shared Vision Wealth Group LLC | 1.74% | Reduce -4.3% | 32,366 | $3.5M |
| KM Capital Management Ltd. | 1.70% | Reduce -36.6% | 30,847 | $3.5M |
| Savant Capital, LLC | 0.02% | Reduce -1.3% | 30,755 | $3.4M |
| Kingswood Wealth Advisors, LLC | 0.27% | Add +6.6% | 30,204 | $3.4M |
| Firethorn Wealth Partners, LLC | 1.44% | Reduce -9.6% | 29,618 | $3.3M |
| M1 Capital Management LLC | 1.67% | Add +1.2% | 29,616 | $3.3M |
| Disciplined Investments, LLC | 1.40% | Reduce -0.4% | 29,575 | $3.3M |
| BankPlus Wealth Management LLC | 2.19% | Add +7.9% | 29,517 | $3.3M |
| Spectrum Planning & Advisory Services Inc. | 2.13% | Reduce -49.7% | 29,338 | $3.3M |
| Endeavor Private Wealth, Inc. | 1.55% | Add +12.2% | 29,206 | $3.3M |
| Modern Wealth Management, LLC | 0.08% | Add +0.2% | 29,159 | $3.3M |
| Beacon Bridge Wealth Partners, LLC | 1.28% | Add +0.3% | 28,746 | $3.2M |
| JNBA Financial Advisors | 0.31% | Reduce -8.7% | 28,740 | $3.2M |
| American Financial & Tax Strategies Inc. | 1.66% | Reduce -0.4% | 28,689 | $3.2M |
| Affiance Financial, LLC | 0.65% | Reduce -0.5% | 28,549 | $3.2M |
| Patton Albertson Miller Group, LLC | 0.42% | Reduce -7.8% | 28,202 | $3.2M |
| Quotient Wealth Partners, LLC | 0.09% | Reduce -9.0% | 28,177 | $3.2M |
| SOL Capital Management CO | 0.30% | Add +114.4% | 28,060 | $3.1M |
| McNaughton Wealth Management, LLC | 1.40% | Reduce -11.8% | 28,055 | $3.1M |
| Scissortail Wealth Management, LLC | 0.75% | Add +3.2% | 27,934 | $3.1M |
| Tradition Wealth Management, LLC | 0.25% | Reduce -0.1% | 27,821 | $3.1M |
| Principal Securities, Inc. | 0.06% | Reduce -62.5% | 27,539 | $3.1M |
| World Investment Advisors | 0.07% | Reduce -1.6% | 27,505 | $3.1M |
| Security Financial Services, INC. | 0.54% | Reduce -3.7% | 27,502 | $3.1M |
| First American Trust, FSB | 0.25% | Reduce -44.2% | 27,499 | $3.1M |
| Lantz Financial LLC | 0.76% | Reduce -7.0% | 27,185 | $3.0M |
| Renaissance Technologies | 0.00% | New | 27,000 | $3.0M |
| Navellier & Associates Inc. | 0.37% | No change | 26,633 | $3.0M |
| Twin Peaks Wealth Advisors, LLC | 0.96% | Add +8.9% | 26,665 | $3.0M |
| Lifelong Wealth Advisors, Inc. | 0.97% | Add +6.2% | 26,207 | $2.9M |
| Avestar Capital, LLC | 0.20% | Add +7.8% | 24,718 | $2.8M |
| Wooster Corthell Wealth Management, Inc. | 0.51% | No change | 24,717 | $2.8M |
| Foundation Wealth Management, LLC | 1.92% | Reduce -2.7% | 24,672 | $2.8M |
| Csenge Advisory Group | 0.15% | Add +0.5% | 25,147 | $2.8M |
| HSBC Holdings PLC | 0.00% | Add +1.4% | 24,372 | $2.7M |
| Ifrah Financial Services, Inc. | 0.74% | Reduce -0.2% | 24,270 | $2.7M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -13.1% | 24,267 | $2.7M |
| My Legacy Advisors, LLC | 0.96% | Reduce -1.5% | 24,209 | $2.7M |
| First Foundation Advisors | 0.10% | Add +7.2% | 23,732 | $2.7M |
| Verus Capital Partners, LLC | 0.24% | Add +9.7% | 23,673 | $2.7M |
| Carnegie Investment Counsel | 0.05% | Add +0.4% | 23,614 | $2.6M |
| 5T Wealth, LLC | 1.34% | Reduce -15.7% | 23,473 | $2.6M |
| Eastern Bank | 0.05% | Reduce -31.5% | 23,159 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +843.4% | 23,104 | $2.6M |
| Synergy Investment Management, LLC | 1.55% | Add +3.9% | 22,990 | $2.6M |
| Embree Financial Group | 0.39% | Reduce -8.5% | 22,895 | $2.6M |
| Compound Planning, Inc. | 0.10% | Reduce -17.5% | 22,885 | $2.6M |
| Johnson Financial Group, Inc. | 0.11% | Add +0.9% | 22,755 | $2.5M |
| Flagship Harbor Advisors, LLC | 0.12% | Add +6.1% | 22,632 | $2.5M |
| Vance Wealth, LLC | 0.85% | Reduce -5.9% | 22,436 | $2.5M |
| Braun-Bostich & Associates Inc. | 1.70% | Reduce -3.0% | 22,250 | $2.5M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -6.9% | 22,220 | $2.5M |
| Market Street Wealth Management Advisors LLC | 0.40% | Reduce -8.6% | 22,160 | $2.5M |
| Centurion Wealth Management LLC | 0.71% | Reduce -40.1% | 22,158 | $2.5M |
| Cahill Financial Advisors Inc. | 0.31% | Add +0.1% | 22,150 | $2.5M |
| Clear Creek Financial Management, LLC | 0.23% | Add +2.8% | 21,828 | $2.4M |
| Total Wealth Planning, LLC | 0.30% | Add +4.4% | 21,530 | $2.4M |
| Barden Capital Management, Inc. | 2.09% | New | 21,270 | $2.4M |
| D.A. Davidson & Co. | 0.02% | Reduce -2.6% | 20,969 | $2.3M |
| Wealth Quarterback LLC | 1.11% | New | 20,903 | $2.3M |
| Visionary Wealth Advisors | 0.12% | Add +0.5% | 20,867 | $2.3M |
| Oppenheimer & Co. Inc. | 0.03% | Add +94.9% | 20,854 | $2.3M |
| Fiducient Advisors LLC | 0.28% | Reduce -35.7% | 20,746 | $2.3M |
| Bison Wealth, LLC | 0.18% | Reduce -45.6% | 20,813 | $2.3M |
| Mather Group, Llc. | 0.02% | Add +0.2% | 20,688 | $2.3M |
| Tanglewood Wealth Management, Inc. | 0.23% | No change | 20,642 | $2.3M |
| FFG Retirement Advisors LLC | 1.42% | Reduce -35.7% | 20,307 | $2.3M |
| TD Private Client Wealth LLC | 0.06% | Reduce -0.7% | 20,080 | $2.2M |
| Summit Financial, LLC | 0.05% | Add +3.8% | 20,026 | $2.2M |
| Wambolt & Associates, LLC | 0.75% | Reduce -1.8% | 20,039 | $2.2M |
| VestGen Advisors, LLC | 0.09% | Reduce -0.8% | 19,843 | $2.2M |
| Addison Capital Co | 0.76% | Add +6.5% | 19,589 | $2.2M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -0.9% | 19,474 | $2.2M |
| BlackDiamond Wealth Management, LLC | 1.25% | Reduce -2.8% | 19,512 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -76.7% | 19,273 | $2.2M |
| Cannon Financial Strategists, Inc. | 0.34% | No change | 19,028 | $2.1M |
| Theory Financial LLC | 0.80% | Add +1.9% | 19,735 | $2.1M |
| Signet Financial Management, LLC | 0.27% | Add +22.8% | 18,844 | $2.1M |
| Copperleaf Capital, LLC | 1.06% | Reduce -4.6% | 18,751 | $2.1M |
| SWP Financial LLC | 1.15% | Reduce -1.4% | 18,742 | $2.1M |
| BCU Wealth Advisors, LLC | 0.94% | Reduce -18.4% | 18,615 | $2.1M |
| Sowell Financial Services LLC | 0.08% | Add +1.1% | 18,250 | $2.0M |
| Gateway Wealth Partners, LLC | 0.39% | Add +6.8% | 18,249 | $2.0M |
| Strata Wealth Advisors, LLC | 0.56% | Reduce -0.1% | 18,120 | $2.0M |
| One Capital Management, LLC | 0.07% | Reduce -2.4% | 18,117 | $2.0M |
| Calydon Capital | 0.20% | Add +102.0% | 18,036 | $2.0M |
| Turtle Creek Wealth Advisors, LLC | 0.24% | Add +0.1% | 18,033 | $2.0M |
| InvesTrust | 0.78% | Add +1.7% | 18,021 | $2.0M |
| Jacksonville Wealth Management, LLC | 1.62% | Add +5.0% | 17,997 | $2.0M |
| MKD Wealth Coaches, LLC | 2.12% | Reduce -1.5% | 17,917 | $2.0M |
| Trust Point Inc. | 0.19% | Add +1.0% | 17,887 | $2.0M |
| Retirement Wealth Solutions LLC | 1.46% | Add +4.2% | 17,824 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -14.2% | 17,802 | $2.0M |
| AQR Capital Management | 0.00% | Reduce -14.5% | 17,688 | $2.0M |
| ARK & TLK Investments, LLC | 0.63% | Reduce -1.1% | 17,490 | $2.0M |
| Barnes Wealth Management Group, Inc | 1.15% | Add +1.2% | 17,441 | $2.0M |
| Keel Point, LLC | 0.13% | Add +14.0% | 17,294 | $1.9M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.41% | Add +0.3% | 17,258 | $1.9M |
| RCS Financial Planning, LLC | 0.94% | Reduce -2.8% | 16,888 | $1.9M |
| Spire Wealth Management | 0.07% | Reduce -13.4% | 16,844 | $1.9M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -6.5% | 16,770 | $1.9M |
| Centaurus Financial, Inc. | 0.11% | Add +1.8% | 16,536 | $1.9M |
| Mendel Capital Management LLC | 1.05% | Add +11.0% | 16,489 | $1.8M |
| Stark Wealth Management LLC | 2.64% | New | 16,920 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +17.8% | 16,295 | $1.8M |
| NorthCoast Asset Management LLC | 0.01% | Add +5.1% | 16,235 | $1.8M |
| Axis Wealth Partners, LLC | 1.19% | Add +11.9% | 16,171 | $1.8M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.23% | Add +769.5% | 16,094 | $1.8M |
| BridgePort Financial Solutions, LLC | 0.60% | Reduce -2.5% | 16,084 | $1.8M |
| Ehrlich Financial Group | 1.17% | Reduce -3.5% | 16,076 | $1.8M |
| Redwood Investment Management, LLC | 0.19% | Reduce -30.4% | 16,070 | $1.8M |
| Silver Oak Securities, Incorporated | 0.15% | Reduce -3.9% | 15,874 | $1.8M |
| Davis Wealth Advisors, LLC | 1.88% | Reduce -8.6% | 15,821 | $1.8M |
| FWG Investments, LLC. | 1.33% | Reduce -0.8% | 15,623 | $1.7M |
| IFG Advisory, LLC | 0.09% | Reduce -0.3% | 15,373 | $1.7M |
| Evoke Wealth, LLC | 0.04% | Add +25.8% | 15,356 | $1.7M |
| Paladin Advisory Group, LLC | 1.31% | Reduce -5.6% | 15,347 | $1.7M |
| Allegheny Financial Group | 0.38% | Add +5.9% | 15,303 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +62.0% | 15,270 | $1.7M |
| Emergent Wealth Advisors, LLC | 1.09% | Reduce -2.8% | 15,182 | $1.7M |
| Angeles Investment Advisors, LLC | 0.10% | No change | 15,155 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.10% | Add +1.8% | 15,148 | $1.7M |
| Paces Ferry Wealth Advisors, LLC | 0.78% | Reduce -6.2% | 15,098 | $1.7M |
| Trustmark Bank Trust Department | 0.12% | No change | 15,059 | $1.7M |
| Midwest Trust Co | 0.02% | — | 14,681 | $1.6M |
| Ironwood Investment Counsel, LLC | 0.25% | Add +6.6% | 14,654 | $1.6M |
| Signal Advisors Wealth, LLC | 0.13% | Reduce -31.0% | 14,621 | $1.6M |
| Keystone Wealth Services, LLC | 0.39% | Add +0.3% | 14,593 | $1.6M |
| OMNI 360 Wealth, Inc. | 1.01% | Reduce -17.9% | 14,524 | $1.6M |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 14,428 | $1.6M |
| Vise Technologies, Inc. | 0.06% | — | 13,976 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -1.4% | 13,921 | $1.6M |
| Bush Investment Group, LLC | 1.04% | Add +0.9% | 13,866 | $1.6M |
| Hardy Reed LLC | 0.12% | Reduce -0.2% | 13,822 | $1.5M |
| Penobscot Investment Management Company, Inc. | 0.13% | No change | 13,605 | $1.5M |
| Dynamic Financial Group | 1.46% | Reduce -3.7% | 13,528 | $1.5M |
| Pachira Investments Inc. | 1.14% | Add +1.0% | 13,423 | $1.5M |
| Citizens Financial Group Inc. | 0.02% | Add +6.3% | 13,207 | $1.5M |
| Facet Wealth, Inc. | 0.03% | Reduce -19.8% | 13,748 | $1.5M |
| Arkadios Wealth Advisors | 0.04% | Add +0.9% | 13,084 | $1.5M |
| Keybank National Association | 0.01% | Add +24.4% | 13,064 | $1.5M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -29.8% | 13,166 | $1.5M |
| LifePlan Investment Advisors, Inc. | 0.72% | Add +6.2% | 12,931 | $1.4M |
| KPP Advisory Services LLC | 0.24% | Reduce -6.0% | 12,880 | $1.4M |
| Commonwealth Retirement Investments LLC | 0.55% | Reduce -0.1% | 12,863 | $1.4M |
| Valeo Financial Advisors, LLC | 0.04% | Add +8.8% | 12,822 | $1.4M |
| Stone Summit Wealth LLC | 0.44% | Add +22.4% | 12,777 | $1.4M |
| Mechanics Bank Trust Department | 0.20% | Reduce -18.0% | 12,768 | $1.4M |
| Wilmington Savings Fund Society, FSB | 0.03% | Add +8.4% | 12,747 | $1.4M |
| Financial Advocates Investment Management | 0.12% | Reduce -10.9% | 12,564 | $1.4M |
| Duncan Williams Asset Management, LLC | 0.44% | Add +0.1% | 12,459 | $1.4M |
| AMG National Trust Bank | 0.04% | Add +5.5% | 12,378 | $1.4M |
| Quantinno Capital Management LP | 0.01% | Add +152.6% | 12,341 | $1.4M |
| Valley National Advisers Inc. | 0.23% | Add +2.5% | 12,352 | $1.4M |
| Sax Wealth Advisors, LLC | 0.08% | Add +61.2% | 12,240 | $1.4M |
| Caliber Wealth Management, LLC / KS | 0.15% | Add +15.2% | 12,185 | $1.4M |
| CW Advisors, LLC | 0.01% | Add +0.8% | 12,094 | $1.4M |
| Private Wealth Asset Management, LLC | 0.18% | No change | 12,075 | $1.4M |
| Blalock Williams, LLC | 1.35% | Reduce -3.5% | 12,071 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Reduce -2.2% | 12,065 | $1.4M |
| Arcadia Wealth Management, LLC | 0.58% | Reduce -0.2% | 11,775 | $1.3M |
| Life Line Wealth Management LLC | 0.42% | Reduce -95.4% | 11,611 | $1.3M |
| WealthPLAN Partners, LLC | 0.21% | Reduce -3.0% | 11,525 | $1.3M |
| Causey Wealth LLC | 0.65% | Reduce -1.4% | 11,307 | $1.3M |
| Sutton Place Investors LLC | 0.76% | Reduce -25.3% | 11,236 | $1.3M |
| Cardiff Park Advisors, LLC | 0.11% | Reduce -0.1% | 11,202 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -3.0% | 11,184 | $1.3M |
| Interchange Capital Partners, LLC | 0.29% | Add +1.3% | 11,202 | $1.3M |
| Balance Wealth Partners LLC | 0.73% | Reduce -21.6% | 11,151 | $1.2M |
| Fifth Third Wealth Advisors LLC | 0.05% | Reduce -1.6% | 11,147 | $1.2M |
| Institute for Wealth Management, LLC. | 0.14% | Reduce -5.0% | 11,103 | $1.2M |
| Mainstream Capital Management LLC | 0.90% | Reduce -2.6% | 11,087 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | No change | 11,086 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +12.1% | 11,051 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -4.7% | 11,040 | $1.2M |
| BTC Capital Management, Inc. | 0.10% | No change | 11,025 | $1.2M |
| Watchman Group, Inc. | 0.32% | Add +21.4% | 10,925 | $1.2M |
| Ritter Daniher Financial Advisory LLC / DE | 0.30% | No change | 10,914 | $1.2M |
| Venturi Wealth Management, LLC | 0.06% | Reduce -2.4% | 10,742 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +1.6% | 10,727 | $1.2M |
| Verdence Capital Advisors LLC | 0.08% | Reduce -0.7% | 10,674 | $1.2M |
| Fullcircle Wealth LLC | 0.44% | Add +5.7% | 10,980 | $1.2M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -51.8% | 10,621 | $1.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.22% | Add +2.8% | 10,618 | $1.2M |
| Wescott Financial Advisory Group, LLC | 0.11% | Add +6.4% | 10,615 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +13.1% | 10,582 | $1.2M |
| Hutchens & Kramer Investment Management Group, LLC | 0.54% | Reduce -10.5% | 10,580 | $1.2M |
| Tradewinds, LLC. | 0.89% | New | 10,469 | $1.2M |
| Merkkuri Wealth Advisors LLC | 0.89% | Reduce -1.9% | 10,469 | $1.2M |
| Latitude Advisors, LLC | 0.59% | Reduce -15.8% | 10,456 | $1.2M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -5.5% | 10,456 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 10,449 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +2.1% | 10,306 | $1.2M |
| Tempus Wealth Planning, LLC | 0.29% | Reduce -1.0% | 10,284 | $1.2M |
| First Heartland Consultants, Inc. | 0.10% | Add +48.4% | 10,245 | $1.1M |
| Wealthgarden F.S. LLC | 0.95% | Reduce -4.6% | 10,622 | $1.1M |
| Brookwood Investment Group LLC | 0.18% | Reduce -9.8% | 10,021 | $1.1M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -14.8% | 9,917 | $1.1M |
| LVW Advisors, LLC | 0.12% | Reduce -5.5% | 9,875 | $1.1M |
| Diversified Enterprises, LLC | 0.08% | Reduce -17.7% | 9,807 | $1.1M |
| Integrated Advisors Network LLC | 0.05% | Reduce -5.2% | 9,806 | $1.1M |
| Wingate Wealth Advisors, Inc. | 0.98% | Add +7.4% | 9,802 | $1.1M |
| Ridgeline Wealth, LLC | 0.89% | Reduce -28.4% | 9,788 | $1.1M |
| Two West Capital Advisors LLC | 0.72% | Add +23.7% | 9,774 | $1.1M |
| Diversified Trust Co. | 0.02% | Add +5.2% | 9,633 | $1.1M |
| Smartleaf Asset Management LLC | 0.09% | Add +387.8% | 9,576 | $1.1M |
| Sovereign Financial Group, Inc. | 0.22% | Reduce -1.4% | 9,549 | $1.1M |
| American State Bank (Iowa) | 0.59% | No change | 9,536 | $1.1M |
| Rehmann Capital Advisory Group | 0.06% | Reduce -1.9% | 9,461 | $1.1M |
| Clearview Wealth Advisors LLC | 0.73% | Reduce -1.8% | 9,371 | $1.0M |
| Ieq Capital, LLC | 0.01% | Add +0.1% | 9,358 | $1.0M |
| Jacobi Capital Management LLC | 0.07% | Reduce -12.8% | 9,276 | $1.0M |
| Armstrong, Fleming & Moore, Inc | 0.56% | New | 9,267 | $1.0M |
| Creative Financial Designs Inc. | 0.07% | Reduce -15.8% | 9,222 | $1.0M |
| Canvas Wealth Advisors, LLC | 0.20% | Add +9.6% | 9,309 | $1.0M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -0.0% | 9,119 | $1.0M |
| Golden State Wealth Management, LLC | 0.12% | Reduce -7.7% | 9,111 | $1.0M |
| Maripau Wealth Management LLC | 0.51% | Reduce -38.4% | 9,093 | $1.0M |
| Evergreen Capital Management LLC | 0.03% | Add +263.8% | 9,062 | $1.0M |
| Bradley Foster & Sargent Inc. | 0.02% | New | 9,052 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -8.4% | 9,005 | $1.0M |
| Luts & Greenleigh Group, Inc. | 0.97% | Add +3.0% | 8,999 | $1.0M |
| Nwam LLC | 0.06% | Reduce -4.8% | 9,314 | $1.0M |
| FSC Wealth Advisors, LLC | 0.63% | Add +5.6% | 8,934 | $1.0M |
| Legacy Capital Wealth Partners, LLC | 0.23% | Add +0.4% | 8,882 | $995K |
| Optivise Advisory Services LLC | 0.51% | Reduce -4.5% | 8,843 | $990K |
| Transce3nd, LLC | 0.42% | Reduce -5.2% | 8,818 | $988K |
| Prospera Financial Services Inc | 0.02% | Reduce -17.0% | 8,794 | $985K |
| Wealthfront Advisers LLC | 0.00% | Add +6.9% | 8,774 | $983K |
| Cornerstone Wealth Advisors, Inc. | 0.25% | Reduce -2.5% | 8,745 | $979K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -1.9% | 8,700 | $974K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.30% | Add +103.8% | 8,698 | $974K |
| Quest 10 Wealth Builders, Inc. | 0.94% | Add +0.8% | 8,612 | $965K |
| Morris Financial Concepts, Inc. | 0.38% | Add +2.2% | 8,585 | $962K |
| Private Trust Co. NA | 0.09% | Add +0.6% | 8,483 | $950K |
| Aspire Private Capital, LLC | 0.22% | Add +0.3% | 8,456 | $947K |
| Cibc World Market Inc. | 0.00% | Add +5.5% | 8,292 | $929K |
| Collective Family Office LLC | 0.24% | No change | 8,255 | $925K |
| Mycio Wealth Partners, LLC | 0.21% | Add +1.0% | 8,240 | $923K |
| Washington Trust Bank | 0.08% | Add +25.1% | 8,229 | $922K |
| James J. Burns & Company, LLC | 0.15% | Reduce -7.7% | 8,141 | $912K |
| Larson Financial Group LLC | 0.04% | Reduce -13.0% | 8,033 | $900K |
| Elios Financial Group Inc. | 0.41% | Reduce -43.3% | 8,000 | $896K |
| Beacon Financial Advisory LLC | 0.23% | Reduce -0.3% | 7,793 | $873K |
| BIP Wealth, LLC | 0.05% | Reduce -22.6% | 7,755 | $869K |
| Montag & Caldwell, LLC | 0.19% | Add +237.1% | 7,733 | $866K |
| Palisade Asset Management, LLC | 0.09% | Reduce -2.2% | 7,689 | $861K |
| Milestone Investment Advisors LLC | 0.22% | Reduce -4.3% | 7,687 | $861K |
| Fragasso Financial Advisors Inc | 0.06% | Reduce -6.2% | 7,656 | $857K |
| SGL Investment Advisors, Inc. | 0.41% | Add +6.3% | 7,595 | $845K |
| Horan Securities, Inc. | 0.29% | Reduce -23.9% | 7,429 | $832K |
| Copia Wealth Management | 0.70% | Add +1.3% | 7,379 | $826K |
| Taylor & Morgan Wealth Management, LLC | 0.55% | Add +1.0% | 7,322 | $820K |
| Ewa, LLC | 0.26% | Add +21.8% | 7,316 | $819K |
| Raleigh Capital Management Inc. | 0.34% | Reduce -3.2% | 7,299 | $818K |
| Parallel Advisors, LLC | 0.02% | Reduce -10.2% | 7,280 | $815K |
| James Investment Research, Inc. | 0.10% | Add +44.9% | 7,235 | $810K |
| Noble Family Wealth, LLC | 0.20% | No change | 7,160 | $802K |
| Sage Financial Group Inc. | 0.06% | Reduce -2.7% | 7,155 | $801K |
| Aprio Wealth Management, LLC | 0.09% | Reduce -24.1% | 7,148 | $801K |
| Synovus Financial Corp. | 0.01% | Reduce -1.5% | 7,144 | $800K |
| Macroview Investment Management LLC | 0.64% | Add +3.0% | 7,010 | $785K |
| Gotham Asset Management | 0.00% | No change | 6,960 | $780K |
| LMCG Investments, LLC | 0.05% | Reduce -11.3% | 6,944 | $778K |
| Dentgroup LLC | 0.53% | Reduce -39.1% | 6,825 | $764K |
| Lifeworks Advisors, LLC | 0.11% | Add +6.7% | 6,749 | $756K |
| Investor's Fiduciary Advisor Network, LLC | 0.28% | Reduce -44.5% | 6,743 | $755K |
| WealthTrak Capital Management LLC | 0.63% | Add +16.0% | 6,704 | $751K |
| FLP Wealth Management, LLC | 2.10% | Add +7.0% | 6,672 | $747K |
| Rockland Trust Co. | 0.04% | No change | 6,662 | $746K |
| Americana Partners, LLC | 0.03% | New | 6,622 | $742K |
| DAVENPORT & Co LLC | 0.00% | Add +4.5% | 6,577 | $737K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Add +18.2% | 6,502 | $728K |
| Beacon Financial Group | 0.08% | Reduce -11.5% | 6,487 | $727K |
| ORG Partners LLC | 0.16% | Add +103.4% | 6,510 | $725K |
| GGM Financial LLC | 0.42% | Add +129.1% | 6,475 | $725K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -9.5% | 6,440 | $721K |
| HB Wealth Management, LLC | 0.01% | Reduce -0.8% | 6,437 | $721K |
| WASHINGTON TRUST Co | 0.03% | No change | 6,386 | $715K |
| Cooper Financial Group | 0.08% | Reduce -50.0% | 6,385 | $715K |
| Composition Wealth, LLC | 0.01% | Add +47.6% | 6,372 | $714K |
| Oxford Financial Group, LTD. LLC | 0.04% | Reduce -4.5% | 6,343 | $710K |
| Lloyd Advisory Services, LLC. | 0.34% | Reduce -11.3% | 6,279 | $703K |
| GTS Securities LLC | 0.03% | Add +63.5% | 6,246 | $700K |
| Bridges Investment Management Inc. | 0.01% | Add +3.4% | 6,209 | $695K |
| UNIVEST FINANCIAL Corp | 0.04% | Reduce -2.2% | 6,203 | $695K |
| Associated Banc-Corp | 0.02% | Add +7.5% | 6,147 | $688K |
| Confluence Wealth Services, Inc. | 0.04% | Add +7.0% | 6,140 | $688K |
| RDA Financial Network | 0.19% | Reduce -1.6% | 6,136 | $687K |
| Absolute Capital Management, LLC | 0.34% | Add +7.3% | 6,081 | $681K |
| HRC Wealth Management, LLC | 0.36% | Add +0.4% | 6,055 | $678K |
| Freedom Investment Management, Inc. | 0.05% | Add +26.0% | 5,993 | $671K |
| Cypress Capital Group | 0.08% | No change | 5,962 | $668K |
| Accelerate Investment Advisors LLC | 0.50% | Reduce -6.0% | 5,952 | $667K |
| Atlatl Advisers LLC | 0.31% | Reduce -3.4% | 5,943 | $666K |
| Sound Income Strategies, LLC | 0.04% | Reduce -39.2% | 5,932 | $664K |
| Advisory Alpha, LLC | 0.02% | Reduce -1.3% | 5,902 | $661K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | No change | 5,884 | $659K |
| StoneX Group Inc. | 0.03% | Reduce -24.8% | 5,880 | $659K |
| Evercore Wealth Management, LLC | 0.01% | No change | 5,877 | $658K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +8.4% | 5,847 | $655K |
| MIdWestOne Financial Group, Inc. | 0.09% | No change | 5,844 | $655K |
| First Citizens Financial Corp | 0.36% | Reduce -15.2% | 5,771 | $646K |
| Sachetta, LLC | 0.25% | Reduce -0.3% | 5,701 | $639K |
| Coldstream Capital Management Inc. | 0.01% | Add +3.5% | 5,593 | $626K |
| Quantum Portfolio Management LLC | 0.30% | New | 5,552 | $622K |
| Semmax Financial Advisors Inc. | 0.16% | Reduce -2.3% | 5,545 | $612K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 5,450 | $610K |
| SCS Capital Management LLC | 0.01% | Reduce -64.1% | 5,401 | $605K |
| Fund Evaluation Group, LLC | 0.02% | No change | 5,385 | $603K |
| Beacon Financial Planning, Inc. | 0.33% | Reduce -15.2% | 5,340 | $598K |
| LexAurum Advisors, LLC | 0.10% | Add +22.5% | 5,337 | $598K |
| Alerus Financial NA | 0.04% | Add +0.7% | 5,335 | $598K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -5.7% | 5,332 | $597K |
| Resurgent Financial Advisors LLC | 0.33% | Add +0.7% | 5,326 | $597K |
| Catalina Capital Group, LLC | 0.40% | Reduce -1.2% | 5,322 | $596K |
| Independent Financial Group, LLC | 0.02% | Add +21.2% | 5,295 | $593K |
| Conning Inc. | 0.02% | No change | 5,226 | $585K |
| World Equity Group, Inc. | 0.16% | Reduce -30.3% | 5,219 | $585K |
| Ocean Park Asset Management, LLC | 0.02% | No change | 5,831 | $583K |
| DRW Securities, LLC | 0.04% | No change | 5,156 | $577K |
| Choate Investment Advisors | 0.01% | Reduce -13.3% | 5,148 | $577K |
| GeoWealth Management, LLC | 0.02% | Add +4.4% | 5,112 | $573K |
| Independence Bank of Kentucky | 0.08% | No change | 5,109 | $572K |
| MSH Capital Advisors LLC | 0.16% | Reduce -29.1% | 5,087 | $570K |
| LGT Financial Advisors LLC | 1.44% | Add +3.3% | 5,058 | $567K |
| Gables Capital Management Inc. | 0.27% | No change | 5,007 | $561K |
| Legacy Edge Advisors, LLC | 0.07% | Reduce -3.4% | 5,005 | $561K |
| Betterment LLC | 0.00% | Reduce -24.9% | 5,004 | $560K |
| Western Wealth Management, LLC | 0.03% | Add +1.1% | 4,943 | $554K |
| PUREfi Wealth, LLC | 0.44% | Add +17.2% | 4,903 | $549K |
| Alterna Wealth Management, Inc. | 0.44% | Reduce -8.7% | 4,864 | $545K |
| Elevated Capital Advisors, LLC | 0.15% | No change | 5,347 | $535K |
| Urban Financial Advisory Corp | 0.27% | Add +1.0% | 4,769 | $534K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -0.8% | 4,732 | $530K |
| Citadel Advisors | 0.00% | Reduce -82.6% | 4,724 | $529K |
| Sound Financial Strategies Group, LLC | 0.44% | Add +0.3% | 4,666 | $523K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.2% | 4,581 | $518K |
| Athena Investment Management | 0.29% | No change | 4,619 | $517K |
| Harbour Capital Advisors, LLC | 0.11% | Reduce -19.5% | 4,631 | $517K |
| Moneco Advisors, LLC | 0.05% | Reduce -31.6% | 4,584 | $513K |
| Plancorp, LLC | 0.02% | Reduce -0.5% | 4,566 | $511K |
| MAI Capital Management | 0.00% | Add +3.8% | 4,556 | $510K |
| Koshinski Asset Management, Inc. | 0.04% | Add +3.5% | 4,551 | $510K |
| Rosenberg Matthew Hamilton | 0.12% | Reduce -3.4% | 4,545 | $509K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -49.1% | 4,537 | $508K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -46.0% | 4,485 | $502K |
| Leisure Capital Management | 0.19% | No change | 4,477 | $501K |
| Bogart Wealth, LLC | 0.02% | Add +4.0% | 4,425 | $496K |
| Fisher Asset Management | 0.00% | Add +6.3% | 4,422 | $495K |
| Sheets Smith Wealth Management | 0.06% | Reduce -12.4% | 4,295 | $481K |
| Martin Worley Group | 0.23% | Add +2.6% | 4,282 | $480K |
| Semus Wealth Partners LLC | 0.31% | Reduce -6.5% | 4,279 | $479K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +6.6% | 4,272 | $478K |
| DGS Capital Management, LLC | 0.10% | Reduce -16.6% | 4,197 | $470K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 4,180 | $468K |
| Hickory Point Bank & Trust | 0.38% | No change | 4,174 | $467K |
| Future Fund LLC | 0.21% | New | 4,128 | $462K |
| Highland Capital Management, LLC | 0.03% | Add +0.1% | 4,124 | $462K |
| Unified Investment Management | 0.49% | Add +0.0% | 4,121 | $462K |
| NewEdge Wealth, LLC | 0.01% | Reduce -8.9% | 4,190 | $460K |
| Decker Retirement Planning Inc. | 0.27% | Reduce -0.4% | 4,102 | $459K |
| Pinnacle Family Advisors, LLC | 0.22% | Reduce -1.4% | 4,101 | $459K |
| SMART Wealth LLC | 0.14% | Add +23.1% | 4,065 | $455K |
| MN Wealth Advisors, LLC | 0.26% | Add +66.2% | 4,055 | $454K |
| Novus Advisors, LLC | 0.69% | Reduce -15.5% | 4,013 | $449K |
| Stephens Inc. | 0.01% | Add +38.3% | 3,997 | $448K |
| Midwest Heritage Bank, FSB | 0.17% | Reduce -0.6% | 3,978 | $446K |
| Lion Street Advisors, LLC | 0.13% | Add +34.3% | 3,922 | $439K |
| Magnus Financial Group LLC | 0.04% | Reduce -8.4% | 3,919 | $439K |
| Quartz Partners, LLC | 0.20% | Reduce -0.7% | 3,916 | $439K |
| Townsquare Capital LLC | 0.04% | Reduce -91.3% | 3,902 | $437K |
| Richmond Investment Services, LLC | 0.09% | New | 3,876 | $434K |
| Hilltop National Bank | 0.11% | — | 3,875 | $434K |
| Financial Perspectives, Inc | 0.13% | Add +8.5% | 3,872 | $434K |
| MainStreet Investment Advisors LLC | 0.06% | No change | 3,848 | $431K |
| Wolff Financial Management LLC | 0.11% | Add +0.5% | 3,816 | $427K |
| Pines Wealth Management, LLC | 0.15% | Add +1.1% | 3,811 | $425K |
| Doliver Advisors, LP | 0.12% | Reduce -1.9% | 3,785 | $424K |
| Balentine LLC | 0.02% | No change | 3,731 | $418K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +38.8% | 3,714 | $416K |
| JT Stratford LLC | 0.06% | Reduce -3.6% | 3,688 | $413K |
| Fermata Advisors, LLC | 0.11% | Reduce -8.3% | 3,667 | $411K |
| Kelly Financial Services LLC | 0.12% | Add +5.6% | 3,666 | $411K |
| Guidance Point Advisors, LLC | 0.11% | No change | 3,663 | $410K |
| Pointe Capital Management LLC | 0.21% | Add +55.5% | 3,641 | $408K |
| Tassel Capital Management, Inc. | 0.31% | Add +15.2% | 3,625 | $406K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,615 | $405K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -2.0% | 3,590 | $402K |
| Fidelis Capital Partners, LLC | 0.04% | No change | 3,687 | $401K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -1.9% | 3,573 | $400K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 3,510 | $393K |
| Mosaic Advisors LLC | 0.58% | New | 3,503 | $392K |
| Eagle Strategies LLC | 0.06% | Add +62.9% | 3,497 | $392K |
| Heritage Family Offices, LLP | 0.20% | No change | 3,881 | $391K |
| Evolution Wealth Management Inc. | 0.48% | — | 3,474 | $389K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -4.4% | 3,473 | $389K |
| Northeast Financial Consultants Inc | 0.02% | No change | 3,463 | $388K |
| Hobart Private Capital, LLC | 0.09% | Reduce -4.6% | 3,449 | $386K |
| Droms Strauss Advisors Inc. /Mo/ | 0.12% | Add +0.5% | 3,443 | $386K |
| Lantern Wealth Advisors, LLC | 0.23% | — | 3,430 | $384K |
| Evanson Asset Management, LLC | 0.02% | Add +0.0% | 3,429 | $384K |
| CGN Advisors LLC | 0.03% | Reduce -4.6% | 3,403 | $381K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -0.7% | 3,388 | $379K |
| Ledyard National Bank | 0.04% | No change | 3,388 | $379K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.3% | 3,373 | $378K |
| Milestone Asset Management Group, LLC | 0.28% | Add +1.9% | 3,371 | $378K |
| Aspire Capital Advisors LLC | 0.10% | No change | 3,355 | $376K |
| Uptick Partners, LLC | 0.11% | New | 3,342 | $374K |
| Stokes Family Office, LLC | 0.04% | New | 3,339 | $374K |
| HUB Investment Partners, LLC | 0.01% | Reduce -14.7% | 3,338 | $374K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 3,331 | $373K |
| Fairvoy Private Wealth, LLC | 0.09% | Reduce -1.8% | 3,296 | $369K |
| Westfuller Advisors, LLC | 0.21% | No change | 3,292 | $369K |
| Clayton Financial Group LLC | 0.44% | Reduce -90.9% | 3,290 | $369K |
| Bristlecone Advisors, LLC | 0.03% | No change | 3,287 | $368K |
| VestGen Investment Management | 0.26% | Reduce -11.3% | 3,270 | $366K |
| TD Capital Management LLC | 0.03% | Add +0.9% | 3,256 | $365K |
| REAP Financial Group, LLC | 0.09% | Add +2.0% | 3,237 | $363K |
| Waldron Private Wealth LLC | 0.02% | Reduce -0.3% | 3,234 | $362K |
| Mission Wealth Management, LP | 0.01% | Reduce -6.2% | 3,219 | $360K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 3,208 | $359K |
| FSA Advisors, Inc. | 0.29% | Add +22.0% | 3,199 | $358K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -0.3% | 3,165 | $354K |
| Talisman Wealth Advisors LLC | 0.32% | Add +6.4% | 3,110 | $348K |
| UMB Bank, n.a. | 0.01% | Reduce -6.8% | 3,108 | $348K |
| Advyzon Investment Management, LLC | 0.08% | New | 3,097 | $347K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -22.5% | 3,043 | $341K |
| Empirical Asset Management, LLC | 0.10% | Reduce -18.1% | 3,020 | $338K |
| Faithward Advisors, LLC | 0.05% | Add +18.5% | 3,003 | $336K |
| Fulcrum Equity Management | 0.34% | Reduce -0.8% | 2,997 | $336K |
| Fifth Third Securities, Inc. | 0.03% | No change | 2,992 | $335K |
| Continuum Advisory, LLC | 0.04% | Reduce -13.1% | 2,986 | $334K |
| Syntegra Private Wealth Group, LLC | 0.03% | Add +1.9% | 2,973 | $333K |
| Foster Group, Inc. | 0.01% | New | 2,957 | $331K |
| TRUE Private Wealth Advisors | 0.04% | Add +11.2% | 2,949 | $330K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -6.0% | 2,920 | $327K |
| Twin Focus Capital Partners, LLC | 0.05% | New | 2,918 | $327K |
| GatePass Capital, LLC | 0.22% | New | 2,904 | $325K |
| Fortress Financial Group, LLC | 0.27% | No change | 2,894 | $324K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -30.9% | 2,890 | $324K |
| Consolidated Portfolio Review Corp | 0.04% | New | 2,881 | $323K |
| Stephen J. Garry & Associates, LLC | 0.28% | Add +11.7% | 2,865 | $321K |
| Flputnam Investment Management Co. | 0.01% | Reduce -24.3% | 2,851 | $319K |
| Empower Advisory Group, LLC | 0.00% | New | 2,822 | $316K |
| Channel Wealth LLC | 0.09% | Reduce -89.6% | 2,817 | $316K |
| Kovack Advisors, Inc. | 0.03% | Reduce -4.8% | 2,798 | $313K |
| AdvisorNet Financial, Inc | 0.02% | Add +31.2% | 2,793 | $313K |
| Wedmont Private Capital | 0.01% | Add +3.6% | 2,778 | $311K |
| Allworth Financial LP | 0.00% | Reduce -7.0% | 2,774 | $311K |
| FineMark National Bank & Trust | 0.01% | Add +11.2% | 2,725 | $305K |
| Peterson Wealth Advisors, LLC | 0.05% | Reduce -0.6% | 2,723 | $305K |
| Midwest Capital Advisors, LLC | 0.16% | Reduce -7.9% | 2,697 | $302K |
| Flagstar Securities, Inc. | 0.08% | Add +1.2% | 2,694 | $302K |
| Retirement Solution LLC | 0.08% | New | 2,689 | $301K |
| FLC Capital Advisors | 0.06% | No change | 2,671 | $299K |
| Essex Bank | 0.07% | Reduce -1.4% | 2,657 | $298K |
| Exchange Traded Concepts, LLC | 0.00% | New | 2,652 | $297K |
| ERn Financial, LLC | 0.06% | Add +1.5% | 2,651 | $297K |
| Provenance Wealth Advisors, LLC | 0.04% | Add +46.9% | 2,643 | $296K |
| Argent Trust Co | 0.01% | Reduce -3.0% | 2,643 | $296K |
| Cortland Associates Inc. | 0.03% | No change | 2,614 | $293K |
| Global Wealth Strategies & Associates | 0.08% | Reduce -8.9% | 2,599 | $291K |
| Madison Wealth Partners, Inc | 0.06% | Reduce -0.2% | 2,591 | $290K |
| Independent Advisor Alliance | 0.01% | New | 2,590 | $290K |
| Trust Co. of Vermont | 0.01% | Add +987.4% | 2,588 | $290K |
| Legacy Wealth Asset Management, LLC | 0.07% | No change | 2,587 | $290K |
| QRG Capital Management, Inc. | 0.00% | New | 2,574 | $288K |
| Modera Wealth Management, LLC | 0.00% | No change | 2,563 | $287K |
| Orin Green Financial, LLC | 0.12% | No change | 2,560 | $287K |
| American Trust | 0.03% | New | 2,539 | $284K |
| Vident Advisory, LLC | 0.00% | New | 2,539 | $284K |
| Herold Advisors, Inc. | 0.06% | Reduce -3.2% | 2,519 | $282K |
| Clarius Group, LLC | 0.02% | No change | 2,505 | $281K |
| Lido Advisors, LLC | 0.00% | Reduce -9.5% | 2,495 | $280K |
| Cary Street Partners Investment Advisory LLC | 0.13% | Add +1.6% | 2,481 | $278K |
| Synergy Financial Group, LTD | 0.20% | No change | 2,473 | $277K |
| Altfest L J & Co. Inc. | 0.03% | No change | 2,473 | $277K |
| Bonfire Financial | 0.23% | Add +17.9% | 2,468 | $276K |
| My Personal CFO, LLC | 0.12% | No change | 2,447 | $274K |
| First Trust Advisors LP | 0.00% | New | 2,409 | $270K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | Add +0.3% | 2,403 | $269K |
| Oliver Lagore Vanvalin Investment Group | 0.11% | — | 2,685 | $269K |
| Haverford Trust Co | 0.00% | No change | 2,397 | $268K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -0.6% | 2,395 | $268K |
| Triangle Securities Wealth Management | 0.07% | New | 2,394 | $268K |
| Fonville Wealth Management LLC | 0.07% | No change | 2,375 | $266K |
| Tritonpoint Wealth, LLC | 0.02% | Add +2.5% | 2,373 | $266K |
| Yoffe Investment Management, LLC | 0.36% | No change | 2,358 | $264K |
| Oakworth Capital, Inc. | 0.02% | No change | 2,355 | $264K |
| Ascentis Wealth Management, LLC | 0.07% | Reduce -0.9% | 2,356 | $263K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -0.1% | 2,343 | $262K |
| Kelly Financial Group LLC | 0.08% | Reduce -0.8% | 2,342 | $262K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -1.2% | 2,340 | $262K |
| Goldstein Advisors, LLC | 0.04% | Reduce -0.2% | 2,324 | $260K |
| Commonwealth Financial Services, LLC | 0.05% | Reduce -96.2% | 2,292 | $257K |
| Madden Advisory Services, Inc. | 0.11% | Add +10.5% | 2,265 | $254K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 2,260 | $253K |
| Rollins Financial Advisors, LLC | 0.04% | New | 2,259 | $253K |
| Miller Investment Management, LP | 0.03% | No change | 2,250 | $252K |
| Impact Partnership Wealth, LLC | 0.05% | Add +1.1% | 2,220 | $249K |
| Stage Harbor Financial, LLC | 0.20% | No change | 2,217 | $248K |
| Vanguard Group Inc. | 0.00% | Add +4.0% | 2,202 | $247K |
| Charter Research & Investment Group, Inc. | 0.18% | Reduce -14.4% | 2,175 | $244K |
| International Assets Investment Management, LLC | 0.02% | Reduce -6.2% | 2,151 | $241K |
| Financial Partners Group, Inc | 0.03% | No change | 2,138 | $239K |
| Keyvantage Wealth, LLC | 0.11% | Add +0.9% | 2,127 | $238K |
| Zacks Investment Management | 0.00% | New | 2,126 | $238K |
| Neumann Capital Management, LLC | 0.07% | No change | 2,125 | $238K |
| Narus Financial Partners, LLC | 0.07% | New | 2,125 | $238K |
| CRA Financial Services, LLC | 0.04% | No change | 2,125 | $238K |
| American National Bank & Trust | 0.02% | No change | 2,118 | $237K |
| Inspire Advisors, LLC | 0.02% | Add +2.6% | 2,112 | $237K |
| BCS Wealth Management | 0.05% | No change | 2,101 | $235K |
| Matrix Private Capital Group LLC | 0.14% | Reduce -3.1% | 2,094 | $235K |
| GWN Securities Inc. | 0.04% | Reduce -85.6% | 2,060 | $234K |
| DecisionMap Wealth Management, LLC | 0.16% | Add +4.3% | 2,090 | $234K |
| Rossby Financial, LCC | 0.09% | Add +4.1% | 2,084 | $233K |
| Atlas Brown,Inc. | 0.07% | Add +0.1% | 2,051 | $230K |
| Marino, Stram & Associates LLC | 0.05% | Add +0.7% | 2,048 | $229K |
| Accretive Wealth Partners, LLC | 0.07% | Reduce -13.9% | 2,033 | $228K |
| Community Financial Services Group, LLC | 0.05% | No change | 2,033 | $228K |
| Wesbanco Bank Inc. | 0.01% | Reduce -8.3% | 2,025 | $227K |
| BSW Wealth Partners | 0.03% | Reduce -0.7% | 2,021 | $226K |
| Maple Capital Management, Inc. | 0.02% | New | 2,010 | $225K |
| Venture Visionary Partners LLC | 0.01% | New | 2,005 | $225K |
| Hilltop Holdings Inc. | 0.01% | Reduce -13.3% | 1,986 | $222K |
| Avaii Wealth Management, LLC | 0.10% | New | 1,977 | $221K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 1,967 | $220K |
| Wrapmanager Inc. | 0.05% | Reduce -7.8% | 1,964 | $220K |
| Hudson Portfolio Management LLC | 0.20% | Reduce -3.5% | 1,950 | $218K |
| Axim Planning & Wealth | 0.20% | New | 1,947 | $218K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 1,934 | $217K |
| Moors & Cabot, Inc. | 0.01% | New | 1,927 | $216K |
| NorthLanding Financial Partners, LLC | 0.19% | New | 1,900 | $213K |
| Cape Investment Advisory, Inc. | 0.08% | Reduce -1.8% | 1,890 | $212K |
| Aspiriant, LLC | 0.01% | New | 1,888 | $211K |
| XML Financial, LLC | 0.02% | New | 1,869 | $209K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +7.4% | 1,852 | $207K |
| Tranquility Partners, LLC | 0.07% | New | 1,849 | $207K |
| SilverOak Wealth Management LLC | 0.04% | New | 1,834 | $205K |
| Alhambra Investment Management LLC | 0.10% | New | 1,831 | $205K |
| Arax Advisory Partners | 0.01% | Reduce -11.1% | 1,817 | $204K |
| Intelligence Driven Advisers, LLC | 0.03% | New | 1,807 | $202K |
| Brass Tax Wealth Management, Inc. | 0.04% | New | 1,804 | $202K |
| Scotia Capital Inc. | 0.00% | New | 1,800 | $202K |
| Means Investment Co., Inc. | 0.02% | New | 1,799 | $202K |
| 2UniFi Bank | 0.11% | No change | 1,755 | $197K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Add +2.7% | 1,722 | $194K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,636 | $183K |
| First Financial Corp. | 0.08% | Reduce -4.6% | 1,633 | $183K |
| Fifth Third Bancorp | 0.00% | Add +94.5% | 1,630 | $183K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,616 | $181K |
| Alpine Bank Wealth Management | 0.03% | No change | 1,600 | $179K |
| Arlington Trust Co LLC | 0.03% | No change | 1,553 | $174K |
| Vermillion & White Wealth Management Group, LLC | 0.11% | No change | 1,531 | $171K |
| Wells Financial Advisors INC | 0.23% | Add +153.8% | 1,510 | $169K |
| Arcadia Investment Advisors LLC | 0.09% | No change | 1,500 | $168K |
| New Republic Capital, LLC | 0.06% | Reduce -32.8% | 1,479 | $166K |
| Pineridge Advisors LLC | 0.06% | Add +1.0% | 1,453 | $163K |
| Addison Advisors LLC | 0.04% | Reduce -7.8% | 1,353 | $152K |
| Opal Wealth Advisors, LLC | 0.04% | Add +101.7% | 1,331 | $149K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.0% | 1,330 | $149K |
| Ameriflex Group, Inc. | 0.08% | Reduce -8.3% | 1,324 | $146K |
| Webster Bank, N. A. | 0.01% | No change | 1,295 | $145K |
| Howe & Rusling Inc. | 0.01% | No change | 1,290 | $144K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,243 | $139K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 1,229 | $138K |
| Zions Bancorporation, National Association | 0.01% | No change | 1,212 | $136K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.1% | 1,205 | $135K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -36.1% | 1,175 | $132K |
| Bessemer Group Inc. | 0.00% | Reduce -6.0% | 1,170 | $131K |
| Whittier Trust Co. | 0.00% | Add +0.2% | 1,142 | $128K |
| Financial Gravity Companies, Inc. | 0.02% | — | 1,121 | $126K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,074 | $120K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -5.6% | 1,060 | $119K |
| Beacon Capital Management, LLC | 0.01% | Add +0.1% | 984 | $110K |
| Angeles Wealth Management, LLC | 0.01% | No change | 972 | $109K |
| Peterson Wealth Services | 0.03% | No change | 960 | $108K |
| Wolff Wiese Magana LLC | 0.07% | No change | 945 | $106K |
| MeadowBrook Investment Advisors LLC | 0.09% | New | 891 | $100K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -31.6% | 900 | $98K |
| Murphy & Mullick Capital Management Corp | 0.08% | Reduce -16.7% | 902 | $97K |
| Sunbelt Securities, Inc. | 0.01% | New | 924 | $89K |
| Harbor Investment Advisory, LLC | 0.01% | Add +73.0% | 780 | $87K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 749 | $84K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +66.7% | 725 | $81K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 711 | $80K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.13% | No change | 696 | $78K |
| Ballast Advisors LLC | 0.02% | No change | 681 | $76K |
| Tidemark, LLC | 0.02% | Reduce -20.2% | 666 | $75K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 639 | $72K |
| Hoey Investments, Inc. | 0.01% | No change | 639 | $72K |
| National Bank of Canada | 0.00% | No change | 599 | $67K |
| SouthState Bank Corp | 0.00% | No change | 563 | $63K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 530 | $59K |
| Centricity Wealth Management, LLC | 0.05% | No change | 522 | $58K |
| Kings Path Partners LLC | 0.02% | No change | 520 | $58K |
| Mascoma Wealth Management LLC | 0.01% | No change | 519 | $58K |
| Team Financial Group, LLC | 0.03% | New | 515 | $58K |
| First Community Trust NA | 0.04% | Reduce -47.3% | 493 | $55K |
| Frazier Financial Advisors, LLC | 0.04% | No change | 493 | $55K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 487 | $55K |
| HighMark Wealth Management LLC | 0.03% | No change | 485 | $54K |
| Coston, McIsaac & Partners | 0.01% | No change | 480 | $53K |
| Missouri Trust & Investment Co | 0.02% | No change | 460 | $52K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -71.7% | 454 | $51K |
| Optimum Investment Advisors | 0.02% | No change | 447 | $50K |
| Hemington Wealth Management | 0.01% | No change | 452 | $50K |
| Atlantic Union Bankshares Corp | 0.00% | New | 445 | $50K |
| Integrity Financial Corp | 0.03% | No change | 437 | $49K |
| Christopher J. Hasenberg, Inc | 0.02% | No change | 423 | $47K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 422 | $47K |
| Hughes Financial Services, LLC | 0.01% | Reduce -21.6% | 426 | $46K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 406 | $45K |
| Woodside Wealth Management LLC | 0.04% | No change | 404 | $45K |
| West Financial Advisors, LLC | 0.01% | New | 386 | $43K |
| Tucker Asset Management LLC | 0.01% | Reduce -53.6% | 381 | $43K |
| Asset Dedication, LLC | 0.00% | Add +1526.1% | 374 | $42K |
| Capital A Wealth Management, LLC | 0.46% | Reduce -99.5% | 427 | $41K |
| CVA Family Office, LLC | 0.01% | No change | 366 | $41K |
| Colonial Trust Co / SC | 0.01% | Reduce -3.7% | 360 | $40K |
| Tompkins Financial Corp. | 0.00% | No change | 345 | $39K |
| Elevate Wealth Advisory, Inc. | 0.03% | New | 338 | $38K |
| Tsfg, LLC | 0.01% | Reduce -50.4% | 333 | $37K |
| Phillips Financial Management, LLC | 0.00% | Reduce -0.3% | 319 | $36K |
| Harbor Asset Planning, Inc. | 0.03% | — | 316 | $35K |
| Adirondack Trust Co. | 0.01% | No change | 309 | $35K |
| Clark Wealth Partners | 0.02% | Reduce -57.6% | 307 | $34K |
| Whipplewood Advisors, LLC | 0.02% | Reduce -97.9% | 305 | $34K |
| Anchor Investment Management, LLC | 0.00% | No change | 301 | $34K |
| AlphaCore Capital LLC | 0.00% | No change | 292 | $33K |
| Breakwater Investment Management | 0.01% | No change | 275 | $31K |
| Bellwether Advisors, LLC | 0.01% | No change | 274 | $31K |
| Richardson Capital Management LLC | 0.02% | Add +0.8% | 263 | $29K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -38.7% | 253 | $28K |
| Rice Partnership, LLC | 0.00% | New | 250 | $28K |
| Riverview Trust Co | 0.03% | No change | 248 | $28K |
| Pandora Wealth, Inc. | 0.02% | New | 246 | $28K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 235 | $26K |
| St Germain D J Co. Inc. | 0.00% | Reduce -56.2% | 234 | $26K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1.0% | 211 | $24K |
| Atwood & Palmer Inc. | 0.00% | New | 190 | $21K |
| Rogco, LP | 0.01% | No change | 188 | $21K |
| EPG Wealth Management LLC | 0.01% | Add +0.6% | 179 | $20K |
| Park Place Capital Corp | 0.00% | Reduce -41.8% | 173 | $19K |
| WealthCollab, LLC | 0.01% | Add +1.2% | 169 | $19K |
| Chesapeake Asset Management LLC | 0.02% | No change | 162 | $18K |
| WFA of San Diego, LLC | 0.01% | — | 157 | $18K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 156 | $17K |
| MorganRosel Wealth Management, LLC | 0.00% | No change | 155 | $17K |
| Dunhill Financial, LLC | 0.00% | Add +0.7% | 142 | $16K |
| Crewe Advisors LLC | 0.00% | New | 140 | $16K |
| Evermay Wealth Management LLC | 0.00% | No change | 131 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -53.3% | 126 | $14K |
| Bernard Wealth Management Corp. | 0.01% | No change | 120 | $13K |
| Center for Financial Planning, Inc. | 0.00% | No change | 110 | $12K |
| Glassman Wealth Services | 0.00% | Reduce -18.1% | 109 | $12K |
| Smithfield Trust Co | 0.00% | No change | 100 | $12K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 100 | $11K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $11K |
| Clearstead Advisors, LLC | 0.00% | Reduce -61.4% | 97 | $11K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 87 | $10K |
| Marshall & Sullivan Inc. | 0.00% | New | 85 | $10K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 84 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 79 | $9K |
| Quaker Wealth Management, LLC | 0.00% | — | 77 | $9K |
| Salem Investment Counselors Inc. | 0.00% | No change | 73 | $8K |
| Hurley Capital, LLC | 0.01% | Add +1.4% | 73 | $8K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 65 | $7K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 64 | $7K |
| Investors Research Corp | 0.00% | No change | 63 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.6% | 65 | $7K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 61 | $7K |
| Grand Wealth Management, LLC | 0.00% | No change | 60 | $7K |
| High Note Wealth, LLC | 0.00% | No change | 58 | $6K |
| Atticus Wealth Management, LLC | 0.00% | New | 57 | $6K |
| Park Square Financial Group, LLC | 0.00% | No change | 54 | $6K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 53 | $6K |
| Providence Capital Advisors, LLC | 0.00% | New | 53 | $6K |
| Horizon Investments, LLC | 0.00% | No change | 52 | $6K |
| Roxbury Financial LLC | 0.01% | No change | 52 | $6K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 51 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 50 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 43 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 42 | $5K |
| NFSG Corp | 0.00% | Add +272.7% | 41 | $5K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 41 | $5K |
| Affinity Wealth LLC | 0.00% | No change | 37 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 35 | $4K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -47.7% | 34 | $4K |
| New Millennium Group LLC | 0.00% | Reduce -55.4% | 33 | $4K |
| POM Investment Strategies, LLC | 0.00% | New | 32 | $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 |
| Darwin Wealth Management, LLC | 0.00% | New | 16 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 12 | $1K |
| North Capital, Inc. | 0.00% | No change | 10 | $1K |
| Signaturefd, LLC | 0.00% | No change | 9 | $1K |
| Burkett Financial Services, LLC | 0.00% | No change | 9 | $996 |
| Global Trust Asset Management, LLC | 0.00% | No change | 6 | $672 |
| Fairway Wealth LLC | 0.00% | No change | 6 | $672 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -92.7% | 6 | $672 |
| GAMMA Investing LLC | 0.00% | No change | 4 | $448 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $74 |
"% 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.