iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q3 2025 (September 30)978holders −13
65new positions
71sold out
5famous investors
$113.48avg. 13F price*
At the end of Q3 2025, 978 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings, down 13 from Q2 2025. 65 opened new positions and 71 sold out. The largest holders were Envestnet Asset Management Inc. ($494.4M), Jones Financial Companies LLLP ($427.4M) and Bank of America Corp. ($398.0M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $140.4M |
| Exits | 71 | $57.9M |
All 13F filers, Q2 2025 → Q3 2025: 3,406,685 shares bought and 38,685,222 shares sold, net −35,278,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 978 holders
| Envestnet Asset Management Inc. | 0.14% | Reduce -74.3% | 4,341,499 | $494.4M |
| Jones Financial Companies LLLP | 0.29% | Reduce -18.5% | 3,796,121 | $427.4M |
| Bank of America Corp. | 0.03% | Reduce -11.7% | 3,495,183 | $398.0M |
| Morgan Stanley | 0.02% | Reduce -29.3% | 2,934,678 | $334.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -39.0% | 2,810,579 | $320.1M |
| LPL Financial LLC | 0.09% | Reduce -56.6% | 2,636,946 | $300.3M |
| US Bancorp \de | 0.18% | Reduce -10.3% | 1,322,287 | $150.6M |
| Wells Fargo & Company | 0.03% | Reduce -7.4% | 1,192,891 | $135.8M |
| PNC Financial Services Group, Inc. | 0.08% | Add +1.6% | 1,186,225 | $135.1M |
| UBS Group AG | 0.02% | Add +0.9% | 1,003,918 | $114.3M |
| Cetera Investment Advisers | 0.13% | Reduce -24.6% | 991,983 | $113.0M |
| FMR LLC | 0.01% | Reduce -2.7% | 954,565 | $108.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -26.4% | 914,390 | $104.1M |
| Flow Traders U.S. LLC | 3.42% | New | 736,815 | $83.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -21.4% | 684,134 | $77.9M |
| Tiaa Trust, National Association | 0.17% | Reduce -6.7% | 623,576 | $71.0M |
| Focus Partners Wealth | 0.11% | Add +2.3% | 623,569 | $71.0M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -8.7% | 614,168 | $69.9M |
| M&T Bank Corp | 0.23% | Reduce -1.9% | 606,785 | $69.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -4.2% | 583,311 | $66.4M |
| Dynasty Wealth Management, LLC | 0.87% | Add +24.6% | 570,629 | $65.0M |
| Quent Capital, LLC | 4.95% | Add +4.1% | 518,350 | $59.0M |
| AE Wealth Management LLC | 0.37% | Reduce -24.2% | 515,125 | $58.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +40.3% | 506,761 | $57.7M |
| Sofi Wealth, LLC | 3.08% | Add +11.1% | 502,164 | $57.2M |
| Sagespring Wealth Partners, LLC | 1.05% | Add +50.7% | 670,773 | $53.8M |
| Financial Synergies Wealth Advisors, Inc. | 5.40% | Add +1.6% | 468,577 | $53.4M |
| MML Investors Services, LLC | 0.14% | Reduce -66.0% | 453,417 | $51.6M |
| Royal Bank of Canada | 0.01% | Add +39.4% | 452,998 | $51.6M |
| Moneta Group Investment Advisors LLC | 0.41% | Add +17.9% | 447,770 | $51.0M |
| FAS Wealth Partners, Inc. | 3.45% | Add +3.0% | 446,537 | $50.9M |
| Baker Avenue Asset Management, LP | 1.22% | Add +1.2% | 446,156 | $50.8M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -33.0% | 445,203 | $50.7M |
| Park Avenue Securities LLC | 0.37% | Reduce -73.9% | 417,288 | $47.5M |
| Osaic Holdings, Inc. | 0.07% | Reduce -6.7% | 416,305 | $46.9M |
| Beacon Pointe Advisors, LLC | 0.40% | Reduce -16.1% | 411,296 | $46.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -60.6% | 379,947 | $43.3M |
| Mariner, LLC | 0.05% | Reduce -7.9% | 371,466 | $42.3M |
| Cary Street Partners Financial LLC | 0.94% | Add +3.1% | 318,918 | $36.3M |
| Octavia Wealth Advisors, LLC | 3.47% | Add +4.8% | 306,606 | $34.9M |
| Natixis Advisors, LLC | 0.05% | Add +56.6% | 305,615 | $34.8M |
| Bokf, NA | 0.51% | Add +0.4% | 300,344 | $34.2M |
| Citadel Advisors | 0.03% | Add +6066.7% | 291,314 | $33.2M |
| NBT Bank, N.A. | 2.07% | Add +2.1% | 276,227 | $31.8M |
| Itau Unibanco Holding S.A. | 1.06% | Add +9.7% | 274,602 | $31.3M |
| Integrated Wealth Concepts LLC | 0.27% | Reduce -5.3% | 269,351 | $30.7M |
| Meridian Wealth Partners, LLC | 4.12% | Add +24.7% | 262,856 | $29.9M |
| Corient Private Wealth LP | 0.05% | Reduce -13.4% | 260,666 | $29.7M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -15.3% | 256,113 | $29.2M |
| Captrust Financial Advisors | 0.06% | Reduce -4.6% | 251,930 | $28.7M |
| Sanctuary Advisors, LLC | 0.16% | Reduce -63.9% | 247,702 | $28.2M |
| Choreo, LLC | 0.35% | Reduce -1.3% | 238,073 | $27.1M |
| Bank of Montreal | 0.01% | Add +2.7% | 235,896 | $26.9M |
| NewEdge Advisors, LLC | 0.12% | Reduce -58.8% | 225,913 | $25.7M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Reduce -85.0% | 225,727 | $25.7M |
| Country Club Bank | 1.45% | Reduce -0.7% | 215,546 | $24.4M |
| HighTower Advisors, LLC | 0.03% | Reduce -3.8% | 207,976 | $23.7M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -77.7% | 207,081 | $23.6M |
| Obsidian Cio, LLC | 3.03% | Add +6.6% | 203,033 | $23.1M |
| Covenant Partners, LLC | 6.55% | Add +0.7% | 202,841 | $23.1M |
| Cassaday & Co Wealth Management LLC | 0.53% | Reduce -2.6% | 200,483 | $22.8M |
| RTD Financial Advisors, Inc. | 2.72% | Reduce -0.0% | 198,904 | $22.7M |
| OneDigital Investment Advisors LLC | 0.23% | Reduce -74.2% | 194,570 | $22.2M |
| Pathstone Holdings, LLC | 0.08% | Add +0.0% | 192,065 | $21.9M |
| Jane Street Group, LLC | 0.03% | New | 186,729 | $21.3M |
| Truist Financial Corp. | 0.03% | Reduce -44.3% | 185,547 | $21.1M |
| Stifel Financial Corp. | 0.02% | Reduce -55.7% | 174,122 | $19.8M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -23.8% | 172,293 | $19.6M |
| Shakespeare Wealth Management, LLC | 4.46% | Add +2.6% | 171,892 | $19.6M |
| Cwm, LLC | 0.06% | Reduce -88.8% | 170,382 | $19.4M |
| Integrity Alliance, Llc. | 0.89% | Add +15.1% | 165,692 | $18.9M |
| MA Private Wealth | 3.12% | Add +1.7% | 163,065 | $18.6M |
| Waverly Advisors, LLC | 0.18% | Add +2.5% | 161,971 | $18.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.37% | Add +14.5% | 161,867 | $18.4M |
| Staley Capital Advisers Inc. | 0.74% | Add +0.9% | 158,842 | $18.1M |
| Cresset Asset Management, LLC | 0.08% | Add +1.0% | 157,586 | $17.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -0.6% | 152,781 | $17.7M |
| Merit Financial Group, LLC | 0.16% | Reduce -71.9% | 155,659 | $17.7M |
| Baird Financial Group, Inc. | 0.03% | Reduce -10.3% | 153,713 | $17.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -42.6% | 149,679 | $17.0M |
| Susquehanna International Group, LLP | 0.02% | Add +10.2% | 146,499 | $16.7M |
| Wakefield Asset Management LLLP | 4.36% | Add +3.3% | 140,317 | $16.0M |
| Robinswood Financial LLC | 5.32% | Add +2.0% | 140,124 | $16.0M |
| Cardinal Strategic Wealth Guidance | 4.27% | Reduce -4.1% | 139,546 | $15.9M |
| Affinity Capital Advisors, LLC | 2.44% | Add +7.4% | 137,211 | $15.9M |
| Johnson Investment Counsel Inc. | 0.13% | Add +9.9% | 136,717 | $15.6M |
| Savvy Advisors, Inc. | 0.72% | Add +6.7% | 136,664 | $15.6M |
| Creative Planning | 0.01% | Reduce -0.1% | 136,431 | $15.5M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +1.6% | 133,231 | $15.2M |
| Seneca Financial Advisors LLC | 4.80% | Add +63.5% | 129,081 | $14.7M |
| Kestra Investment Management, LLC | 0.39% | Add +4.5% | 128,189 | $14.6M |
| Greenleaf Trust | 0.13% | Reduce -7.0% | 125,225 | $14.3M |
| Prudential Financial Inc. | 0.02% | Add +0.1% | 124,261 | $14.2M |
| Rwa Wealth Partners, LLC | 0.16% | Reduce -3.8% | 123,727 | $14.1M |
| Bedel Financial Consulting, Inc. | 1.77% | Add +0.6% | 121,699 | $13.9M |
| Checchi Capital Advisers, LLC | 0.90% | Reduce -1.9% | 114,510 | $13.0M |
| Ashton Thomas Private Wealth, LLC | 0.34% | Add +52.8% | 114,496 | $13.0M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -48.3% | 113,629 | $12.9M |
| Lodestar Private Asset Management LLC | 1.34% | Add +9.4% | 112,939 | $12.9M |
| Aventus Investment Advisors, Inc. | 10.97% | Add +0.4% | 112,898 | $12.9M |
| JB Capital LLC | 0.55% | Reduce -77.3% | 112,093 | $12.8M |
| Pinnacle Financial Partners Inc | 0.29% | Add +9.5% | 107,408 | $12.2M |
| Icon Wealth Advisors, LLC | 0.83% | Reduce -49.6% | 107,137 | $12.2M |
| &partners | 0.08% | Reduce -16.6% | 106,947 | $12.2M |
| Regimen Wealth, LLC | 3.62% | Reduce -0.5% | 106,992 | $12.2M |
| Koss-Olinger Consulting, LLC | 0.96% | Reduce -0.6% | 103,957 | $11.6M |
| Foundations Investment Advisors, LLC | 0.17% | Reduce -83.2% | 100,549 | $11.5M |
| Obsidian Personal Planning Solutions LLC | 3.78% | Add +5.0% | 94,155 | $10.9M |
| Mill Creek Capital Advisors, LLC | 0.22% | Reduce -1.4% | 92,414 | $10.5M |
| Farther Finance Advisors, LLC | 0.16% | Reduce -22.6% | 91,815 | $10.5M |
| Trust Co. of Toledo NA | 1.04% | Add +20.2% | 91,057 | $10.4M |
| Avior Wealth Management, LLC | 0.33% | Add +3.0% | 91,052 | $10.4M |
| Prosperity Consulting Group, LLC | 0.48% | Reduce -14.2% | 85,425 | $9.7M |
| Austin Private Wealth, LLC | 0.75% | Reduce -70.3% | 85,201 | $9.7M |
| Financial Life Advisors | 3.09% | Reduce -2.0% | 84,357 | $9.6M |
| NorthRock Partners, LLC | 0.17% | Add +98.5% | 83,314 | $9.5M |
| Courier Capital LLC | 0.54% | Reduce -0.9% | 83,215 | $9.5M |
| Sterling Capital Management LLC | 0.14% | Reduce -3.7% | 81,371 | $9.3M |
| Blair William & Co. | 0.02% | Reduce -0.7% | 81,037 | $9.2M |
| Cranbrook Wealth Management, LLC | 1.84% | Reduce -2.3% | 80,703 | $9.2M |
| Keystone Financial Services | 2.82% | Reduce -0.6% | 79,877 | $9.1M |
| Key Financial Inc | 1.68% | Reduce -3.5% | 78,799 | $9.1M |
| Citigroup Inc. | 0.01% | Add +7.2% | 79,570 | $9.1M |
| Old Mission Capital LLC | 0.32% | Add +125.4% | 79,047 | $9.0M |
| Cerity Partners LLC | 0.01% | Reduce -16.3% | 78,477 | $9.0M |
| Howard Bailey Securities, LLC | 2.54% | Add +3.6% | 78,281 | $8.9M |
| Strategic Blueprint, LLC | 0.39% | Reduce -42.1% | 77,635 | $8.8M |
| LifeWealth Investments, LLC | 2.88% | Add +8.7% | 76,808 | $8.7M |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 76,649 | $8.7M |
| Cerro Pacific Wealth Advisors LLC | 2.35% | Add +13.0% | 75,288 | $8.6M |
| Fortis Capital Advisors, LLC | 1.35% | Add +4.6% | 74,766 | $8.5M |
| Belpointe Asset Management LLC | 0.33% | Add +4.6% | 74,766 | $8.5M |
| CFS Investment Advisory Services, LLC | 0.63% | Reduce -48.4% | 72,258 | $8.4M |
| Van Hulzen Asset Management, LLC | 0.63% | Add +3.2% | 73,823 | $8.4M |
| Eagle Strategies LLC | 1.12% | Add +2004.6% | 73,598 | $8.4M |
| Keebeck Wealth Management | 0.93% | Reduce -28.2% | 69,357 | $7.9M |
| Client 1ST Advisory Group, LLC | 2.55% | Add +7.0% | 67,543 | $7.7M |
| Eq LLC | 2.58% | Reduce -29.3% | 66,801 | $7.6M |
| Wealthquest Corp | 0.59% | Add +0.8% | 64,830 | $7.4M |
| Commerce Bank | 0.04% | Reduce -2.9% | 64,798 | $7.4M |
| Marks Group Wealth Management, Inc | 0.68% | Add +32.0% | 63,985 | $7.3M |
| Forte Asset Management LLC | 3.43% | Reduce -9.6% | 62,638 | $7.1M |
| IHT Wealth Management, LLC | 0.18% | Reduce -52.8% | 62,493 | $7.1M |
| Northern Trust Corp. | 0.00% | Reduce -0.0% | 62,119 | $7.1M |
| Pinnacle Wealth Planning Services, Inc. | 0.82% | Add +11.2% | 61,401 | $7.0M |
| Arete Wealth Advisors, LLC | 0.42% | Add +3.7% | 59,559 | $6.8M |
| Jasper Ridge Partners, L.P. | 0.15% | No change | 59,403 | $6.8M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -55.9% | 58,345 | $6.6M |
| Johnson Financial Group, Inc. | 0.25% | Add +154.6% | 57,930 | $6.6M |
| U.S. Capital Wealth Advisors, LLC | 0.18% | Add +1.3% | 57,622 | $6.6M |
| Meeder Advisory Services, Inc. | 0.30% | Add +17.9% | 56,813 | $6.5M |
| Nicholas Hoffman & Company, LLC. | 0.16% | Add +0.4% | 56,311 | $6.4M |
| White Pine Investment CO | 1.51% | Add +1.2% | 55,738 | $6.3M |
| Focus Financial Network, Inc. | 0.23% | Reduce -2.4% | 55,593 | $6.3M |
| Rothschild Wealth LLC | 1.37% | Reduce -0.9% | 55,388 | $6.3M |
| Glenmede Investment Management, LP | 0.03% | Reduce -0.1% | 55,211 | $6.3M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -40.0% | 54,940 | $6.3M |
| Unique Wealth, LLC | 0.91% | Add +15.9% | 54,215 | $6.2M |
| Brighton Jones LLC | 0.15% | Reduce 0.0% | 53,809 | $6.1M |
| 1900 Wealth Management LLC | 0.40% | Reduce -1.3% | 52,419 | $6.0M |
| Waller Financial Planning Group, Inc. | 1.36% | Reduce -0.1% | 52,051 | $5.9M |
| Comerica Bank | 0.02% | Reduce -8.7% | 51,925 | $5.9M |
| Ancora Advisors LLC | 0.12% | Add +12.6% | 51,741 | $5.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -34.9% | 51,667 | $5.9M |
| Revolve Wealth Partners, LLC | 0.71% | Reduce -0.8% | 51,622 | $5.9M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +4.0% | 51,372 | $5.9M |
| Equitable Holdings, Inc. | 0.04% | Reduce -22.6% | 51,276 | $5.8M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -55.6% | 50,728 | $5.8M |
| Kathmere Capital Management, LLC | 0.41% | Reduce -1.3% | 50,388 | $5.7M |
| HRT Financial LP | 0.02% | New | 50,330 | $5.7M |
| Norris Perne & French LLP | 0.39% | Add +1.0% | 49,368 | $5.6M |
| West Wealth Group, LLC | 1.25% | Reduce -65.5% | 48,129 | $5.5M |
| Simplicity Wealth,LLC | 0.32% | Reduce -61.4% | 48,548 | $5.5M |
| Kingdom Financial Group LLC. | 3.35% | Add +25.8% | 48,086 | $5.5M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +15.6% | 47,296 | $5.4M |
| CENTRAL TRUST Co | 0.11% | Reduce -0.1% | 46,442 | $5.3M |
| Beam Wealth Advisors, Inc. | 1.43% | Add +36.2% | 46,196 | $5.3M |
| BOK Financial Private Wealth, Inc. | 0.33% | Reduce -4.2% | 46,082 | $5.2M |
| Breakwater Capital Group | 0.77% | Add +8.9% | 45,824 | $5.2M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +135.2% | 45,336 | $5.2M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -88.8% | 45,202 | $5.1M |
| Valmark Advisers, Inc. | 0.07% | Add +0.9% | 44,861 | $5.1M |
| Condor Capital Management | 0.41% | Reduce -1.6% | 44,381 | $5.1M |
| Ascent Group, LLC | 0.18% | Reduce -11.0% | 44,314 | $5.0M |
| Atria Investments, Inc | 0.06% | Reduce -77.7% | 43,691 | $5.0M |
| SOA Wealth Advisors, LLC. | 0.81% | Add +4.6% | 43,603 | $5.0M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -20.9% | 43,235 | $4.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -49.3% | 42,915 | $4.9M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -66.0% | 42,893 | $4.9M |
| Empire Life Investments Inc. | 0.28% | Add +12.8% | 42,300 | $4.8M |
| Dorsey & Whitney Trust CO LLC | 0.25% | No change | 42,199 | $4.8M |
| Sharkey, Howes & Javer | 0.62% | Reduce -71.3% | 42,168 | $4.8M |
| Callan Family Office, LLC | 0.15% | Add +0.2% | 41,911 | $4.8M |
| One Wealth Advisors, LLC | 0.60% | Reduce -59.6% | 41,782 | $4.8M |
| CoreCap Advisors, LLC | 0.17% | Reduce -19.5% | 40,927 | $4.7M |
| Consilio Wealth Advisors, LLC | 1.53% | Reduce -1.5% | 40,787 | $4.6M |
| Maia Wealth LLC | 0.78% | Reduce -42.3% | 40,251 | $4.6M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Reduce -30.6% | 40,780 | $4.6M |
| Sterling Financial Planning, Inc. | 1.46% | Reduce -2.5% | 40,711 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -10.0% | 40,315 | $4.6M |
| Fiduciary Trust Co | 0.05% | Reduce -0.2% | 40,225 | $4.6M |
| Kingswood Wealth Advisors, LLC | 0.27% | Add +31.8% | 39,806 | $4.5M |
| Smartleaf Asset Management LLC | 0.28% | Add +313.6% | 39,604 | $4.5M |
| SOL Capital Management CO | 0.40% | Add +39.6% | 39,160 | $4.5M |
| Harbor Group, Inc. | 0.71% | Reduce -1.3% | 39,049 | $4.4M |
| First Pacific Financial | 0.62% | Reduce -1.1% | 38,909 | $4.4M |
| Liberty Wealth Management LLC | 0.62% | Add +9.8% | 38,758 | $4.4M |
| Mutual Advisors, LLC | 0.10% | Reduce -5.8% | 37,803 | $4.4M |
| Journey Strategic Wealth LLC | 0.12% | Reduce -4.9% | 38,730 | $4.4M |
| Yukon Wealth Management, Inc. | 1.44% | Reduce -3.0% | 38,685 | $4.4M |
| WCG Wealth Advisors LLC | 0.27% | Reduce -1.8% | 38,322 | $4.4M |
| McAdam, LLC | 0.21% | Reduce -2.3% | 38,186 | $4.3M |
| McKinley Carter Wealth Services, Inc. | 0.23% | Reduce -6.2% | 38,131 | $4.3M |
| Cypress Wealth Services, LLC | 0.71% | Reduce -57.2% | 37,993 | $4.3M |
| Hofer & Associates. Inc | 2.42% | Add +1.4% | 37,105 | $4.2M |
| Stonebrook Private Inc. | 0.91% | Reduce -62.3% | 36,915 | $4.2M |
| Kickstand Ventures, Llc. | 0.92% | Reduce -6.8% | 36,653 | $4.2M |
| Parkside Financial Bank & Trust | 0.32% | Reduce -6.9% | 36,412 | $4.1M |
| Berger Financial Group, Inc | 0.25% | Add +13.7% | 36,397 | $4.1M |
| Sagace Wealth Management LLC | 2.79% | Reduce -10.0% | 35,902 | $4.1M |
| Dominguez Wealth Management Solutions, Inc. | 2.59% | Add +7.7% | 35,871 | $4.1M |
| Mma Asset Management LLC | 1.34% | Add +10.2% | 35,196 | $4.0M |
| Omega Financial Group, LLC | 1.34% | Add +1.3% | 35,013 | $4.0M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -79.7% | 34,799 | $4.0M |
| Hoxton Planning & Management, LLC | 1.27% | Reduce -33.4% | 34,703 | $4.0M |
| Lanark Financial, Inc. | 0.30% | Add +3.2% | 33,613 | $3.8M |
| IFP Advisors, Inc | 0.10% | Reduce -7.5% | 33,583 | $3.8M |
| Geneos Wealth Management Inc. | 0.10% | Add +2.2% | 33,414 | $3.8M |
| Lansing Street Advisors | 1.00% | Reduce -18.0% | 33,034 | $3.8M |
| Apeiron RIA LLC | 0.84% | Reduce -43.4% | 32,541 | $3.7M |
| Wealthspire Retirement, LLC | 0.24% | Reduce -4.5% | 32,404 | $3.7M |
| KMG Fiduciary Partners, LLC | 0.25% | Reduce -1.1% | 32,280 | $3.7M |
| Certus Wealth Management, LLC | 2.17% | Reduce -43.8% | 31,902 | $3.6M |
| Centerline Wealth Advisors, LLC | 1.58% | New | 31,783 | $3.6M |
| Advus Financial Partners, LLC | 0.86% | Reduce -14.5% | 31,384 | $3.6M |
| ShoreHaven Wealth Partners, LLC | 1.31% | Add +0.3% | 31,176 | $3.6M |
| BankPlus Wealth Management LLC | 2.08% | Add +4.8% | 30,950 | $3.5M |
| Patten Group, Inc. | 0.68% | Reduce -6.7% | 30,611 | $3.5M |
| Forthright Family Wealth Advisory LLC | 2.13% | Reduce -63.8% | 30,462 | $3.5M |
| Savant Capital, LLC | 0.02% | Reduce -2.2% | 30,091 | $3.4M |
| Stone House Investment Management, LLC | 0.58% | Reduce -75.4% | 30,089 | $3.4M |
| M1 Capital Management LLC | 1.47% | Add +0.8% | 29,853 | $3.4M |
| Beacon Bridge Wealth Partners, LLC | 1.19% | Add +2.6% | 29,490 | $3.4M |
| High Falls Advisors, Inc | 0.69% | Reduce -73.5% | 29,451 | $3.4M |
| Mgo One Seven LLC | 0.08% | Reduce -26.5% | 29,104 | $3.3M |
| TSA Wealth Managment LLC | 1.10% | Reduce -58.4% | 28,497 | $3.2M |
| JNBA Financial Advisors | 0.29% | Reduce -1.2% | 28,404 | $3.2M |
| PFG Advisors | 0.13% | New | 28,219 | $3.2M |
| Quotient Wealth Partners, LLC | 0.09% | Reduce -0.1% | 28,137 | $3.2M |
| First Commonwealth Financial Corp | 0.54% | Reduce -14.2% | 28,093 | $3.2M |
| Disciplined Investments, LLC | 1.26% | Reduce -5.9% | 27,841 | $3.2M |
| Patton Albertson Miller Group, LLC | 0.38% | Reduce -2.1% | 27,602 | $3.1M |
| American Financial & Tax Strategies Inc. | 1.56% | Reduce -4.4% | 27,420 | $3.1M |
| Lifelong Wealth Advisors, Inc. | 0.91% | Add +2.6% | 26,894 | $3.1M |
| Addison Capital Co | 0.90% | Add +36.7% | 26,780 | $3.0M |
| Concorde Asset Management, LLC | 1.27% | — | 26,328 | $3.0M |
| Navellier & Associates Inc. | 0.31% | No change | 26,633 | $3.0M |
| B.O.S.S. Retirement Advisors, LLC | 0.72% | Reduce -21.2% | 26,323 | $3.0M |
| Affiance Financial, LLC | 0.55% | Reduce -7.8% | 26,319 | $3.0M |
| Mach-1 Financial Group, LLC | 0.48% | New | 26,303 | $3.0M |
| Integrity Advisory Solutions, LLC | 0.48% | — | 26,303 | $3.0M |
| Compound Planning, Inc. | 0.10% | Add +14.8% | 26,264 | $3.0M |
| Sovran Advisors, LLC | 0.26% | Reduce -47.2% | 25,695 | $3.0M |
| First Foundation Advisors | 0.11% | Add +9.7% | 26,041 | $3.0M |
| Wealthspire Advisors, LLC | 0.02% | Add +16.1% | 25,798 | $2.9M |
| First American Trust, FSB | 0.21% | Reduce -6.5% | 25,723 | $2.9M |
| Claro Advisors Inc. | 0.42% | Reduce -25.8% | 25,421 | $2.9M |
| W Advisors, LLC | 1.52% | Reduce -19.3% | 25,400 | $2.9M |
| Endeavor Private Wealth, Inc. | 0.89% | Reduce -13.5% | 25,261 | $2.9M |
| Procyon Advisors, LLC | 0.17% | New | 25,174 | $2.9M |
| Quantinno Capital Management LP | 0.01% | Add +103.1% | 25,066 | $2.9M |
| Ifrah Financial Services, Inc. | 0.73% | Add +1.5% | 24,627 | $2.8M |
| Foundation Wealth Management, LLC | 1.87% | Reduce -2.0% | 24,181 | $2.8M |
| Horst & Graben Wealth Management LLC | 0.41% | Reduce -79.6% | 23,809 | $2.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.1% | 23,598 | $2.7M |
| BlackRock, Inc. | 0.00% | Reduce -98.0% | 23,420 | $2.7M |
| Physician Wealth Advisors, Inc. | 0.38% | Reduce -76.1% | 23,400 | $2.7M |
| Bison Wealth, LLC | 0.25% | Add +11.5% | 23,199 | $2.7M |
| VestGen Advisors, LLC | 0.09% | Add +15.6% | 22,946 | $2.6M |
| Carnegie Investment Counsel | 0.05% | Reduce -2.9% | 22,938 | $2.6M |
| Wealth Quarterback LLC | 0.99% | Add +7.4% | 22,459 | $2.6M |
| Cahill Financial Advisors Inc. | 0.29% | Add +0.8% | 22,329 | $2.5M |
| Clear Creek Financial Management, LLC | 0.22% | Add +2.0% | 22,266 | $2.5M |
| Total Wealth Planning, LLC | 0.29% | Add +3.1% | 22,198 | $2.5M |
| Watershed Private Wealth LLC | 0.80% | Reduce -72.0% | 22,118 | $2.5M |
| WealthShield Partners, LLC | 0.28% | Reduce -60.3% | 22,047 | $2.5M |
| Marshall Wace, LLP | 0.00% | New | 22,040 | $2.5M |
| Kilter Group LLC | 1.19% | Reduce -62.8% | 22,006 | $2.5M |
| ONE Advisory Partners, LLC | 0.77% | Reduce -73.5% | 21,906 | $2.5M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.12% | New | 21,885 | $2.5M |
| TD Private Client Wealth LLC | 0.06% | Add +8.6% | 21,811 | $2.5M |
| Trek Financial, LLC | 0.15% | Reduce -71.2% | 21,793 | $2.5M |
| Avestar Capital, LLC | 0.18% | Reduce -12.4% | 21,661 | $2.5M |
| World Investment Advisors | 0.05% | Reduce -21.9% | 21,473 | $2.4M |
| Barden Capital Management, Inc. | 2.03% | Add +0.9% | 21,467 | $2.4M |
| Vance Wealth, LLC | 0.75% | Reduce -4.6% | 21,402 | $2.4M |
| Diversify Advisory Services, LLC | 0.08% | Add +57.1% | 20,685 | $2.4M |
| Evoke Wealth, LLC | 0.05% | Add +35.0% | 20,728 | $2.4M |
| Tanglewood Wealth Management, Inc. | 0.22% | No change | 20,642 | $2.4M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -59.7% | 20,630 | $2.3M |
| Market Street Wealth Management Advisors LLC | 0.37% | Reduce -7.0% | 20,611 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -60.0% | 20,401 | $2.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.8% | 20,378 | $2.3M |
| RFG Advisory, LLC | 0.05% | Reduce -72.1% | 20,356 | $2.3M |
| Visionary Wealth Advisors | 0.11% | Reduce -2.5% | 20,339 | $2.3M |
| Jacksonville Wealth Management, LLC | 1.68% | Add +11.4% | 20,051 | $2.3M |
| Embree Financial Group | 0.31% | Reduce -12.7% | 19,987 | $2.3M |
| Summit Financial, LLC | 0.03% | Reduce -1.6% | 19,715 | $2.2M |
| Brookstone Capital Management | 0.03% | Reduce -68.7% | 19,493 | $2.2M |
| Mendel Capital Management LLC | 1.14% | Add +15.8% | 19,101 | $2.2M |
| Cannon Financial Strategists, Inc. | 0.31% | No change | 19,028 | $2.2M |
| Shum Financial Group, Inc. | 1.61% | — | 19,006 | $2.2M |
| Stock Yards Bank & Trust Co. | 0.07% | Add +11.8% | 18,746 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -10.9% | 18,573 | $2.1M |
| Global Retirement Partners, LLC | 0.05% | Reduce -53.3% | 18,540 | $2.1M |
| InvesTrust | 0.77% | Add +2.6% | 18,482 | $2.1M |
| AQR Capital Management | 0.00% | Add +3.5% | 18,306 | $2.1M |
| WealthPlan Investment Management, LLC | 0.14% | Reduce -52.0% | 18,304 | $2.1M |
| 5T Wealth, LLC | 0.91% | Reduce -22.2% | 18,270 | $2.1M |
| MKD Wealth Coaches, LLC | 2.06% | Add +1.4% | 18,177 | $2.1M |
| Penobscot Investment Management Company, Inc. | 0.16% | Add +33.4% | 18,155 | $2.1M |
| Redwood Investment Management, LLC | 0.22% | Add +12.5% | 18,077 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +0.9% | 17,957 | $2.0M |
| Eastern Bank | 0.04% | Reduce -23.2% | 17,782 | $2.0M |
| Trust Point Inc. | 0.16% | Reduce -0.6% | 17,779 | $2.0M |
| ARK & TLK Investments, LLC | 0.63% | No change | 17,490 | $2.0M |
| Angeles Investment Advisors, LLC | 0.13% | Add +14.9% | 17,410 | $2.0M |
| Keel Point, LLC | 0.12% | Reduce -0.1% | 17,286 | $2.0M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.42% | No change | 17,258 | $2.0M |
| Keystone Wealth Services, LLC | 0.43% | Add +17.4% | 17,134 | $2.0M |
| Vise Technologies, Inc. | 0.07% | Add +22.1% | 17,060 | $1.9M |
| One Capital Management, LLC | 0.06% | Reduce -5.9% | 17,053 | $1.9M |
| Principal Securities, Inc. | 0.03% | Reduce -39.3% | 16,731 | $1.9M |
| Axis Wealth Partners, LLC | 1.11% | Add +2.9% | 16,647 | $1.9M |
| KM Capital Management Ltd. | 0.88% | Reduce -46.1% | 16,639 | $1.9M |
| Gen-Wealth Partners Inc | 0.64% | Reduce -51.1% | 16,544 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -27.5% | 16,414 | $1.9M |
| Allegheny Financial Group | 0.35% | Add +7.2% | 16,408 | $1.9M |
| Centaurus Financial, Inc. | 0.09% | Reduce -1.1% | 16,359 | $1.9M |
| Sowell Financial Services LLC | 0.07% | Reduce -11.9% | 16,082 | $1.8M |
| Silver Oak Securities, Incorporated | 0.14% | Add +0.4% | 15,934 | $1.8M |
| Paladin Advisory Group, LLC | 1.41% | Add +3.3% | 15,849 | $1.8M |
| Assetmark, Inc. | 0.00% | Reduce -69.3% | 15,710 | $1.8M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -87.4% | 15,697 | $1.8M |
| Spire Wealth Management | 0.06% | Reduce -7.0% | 15,661 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.10% | Add +3.2% | 15,634 | $1.8M |
| Wealth Alliance, LLC | 0.18% | Reduce -77.0% | 15,575 | $1.8M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -4.2% | 15,557 | $1.8M |
| Ehrlich Financial Group | 1.05% | Reduce -3.3% | 15,547 | $1.8M |
| FFG Retirement Advisors LLC | 1.09% | Reduce -23.7% | 15,490 | $1.8M |
| Strata Wealth Advisors, LLC | 0.47% | Reduce -14.6% | 15,475 | $1.8M |
| Private Wealth Asset Management, LLC | 0.21% | Add +26.5% | 15,271 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +9.2% | 15,196 | $1.7M |
| Midwest Trust Co | 0.02% | Add +3.5% | 15,190 | $1.7M |
| Trustmark Bank Trust Department | 0.11% | No change | 15,059 | $1.7M |
| Stone Summit Wealth LLC | 0.48% | Add +16.8% | 14,925 | $1.7M |
| Ironwood Investment Counsel, LLC | 0.24% | Reduce -0.2% | 14,629 | $1.7M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.47% | Add +66.8% | 14,508 | $1.7M |
| Valeo Financial Advisors, LLC | 0.04% | Add +13.0% | 14,484 | $1.6M |
| Brown Advisory Inc. | 0.00% | No change | 14,428 | $1.6M |
| Copperleaf Capital, LLC | 0.79% | Reduce -23.2% | 14,404 | $1.6M |
| Paces Ferry Wealth Advisors, LLC | 0.68% | Reduce -5.1% | 14,324 | $1.6M |
| Emergent Wealth Advisors, LLC | 0.94% | Reduce -6.6% | 14,176 | $1.6M |
| First Horizon Corp. | 0.08% | — | 14,124 | $1.6M |
| FWG Investments, LLC. | 1.10% | Reduce -9.8% | 14,093 | $1.6M |
| Swmg, LLC | 0.48% | Reduce -74.3% | 13,689 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +32.1% | 13,980 | $1.6M |
| AMG National Trust Bank | 0.04% | Add +11.3% | 13,770 | $1.6M |
| Mather Group, Llc. | 0.02% | Reduce -33.8% | 13,704 | $1.6M |
| Regal Investment Advisors LLC | 0.10% | Reduce -73.0% | 13,557 | $1.5M |
| Quadrant Private Wealth Management, LLC | 0.28% | Reduce -61.7% | 13,499 | $1.5M |
| Hardy Reed LLC | 0.11% | Reduce -2.8% | 13,440 | $1.5M |
| Blue Trust, Inc. | 0.02% | Reduce -83.1% | 13,437 | $1.5M |
| Pachira Investments Inc. | 0.86% | No change | 13,423 | $1.5M |
| Dynamic Financial Group | 1.32% | Reduce -1.1% | 13,384 | $1.5M |
| Shared Vision Wealth Group LLC | 0.63% | Reduce -60.3% | 12,859 | $1.5M |
| Citizens Financial Group Inc. | 0.02% | Reduce -1.3% | 13,041 | $1.5M |
| Verus Capital Partners, LLC | 0.11% | Reduce -45.4% | 12,929 | $1.5M |
| OMNI 360 Wealth, Inc. | 0.82% | Reduce -11.1% | 12,912 | $1.5M |
| Facet Wealth, Inc. | 0.03% | Reduce -6.3% | 12,880 | $1.5M |
| Mayflower Financial Advisors, LLC | 0.18% | Reduce -69.7% | 12,690 | $1.4M |
| PAX Financial Group, LLC | 0.26% | Reduce -82.1% | 12,666 | $1.4M |
| Firethorn Wealth Partners, LLC | 0.57% | Reduce -57.3% | 12,637 | $1.4M |
| One Wealth Capital Management, LLC | 0.64% | Reduce -60.7% | 12,536 | $1.4M |
| Arkadios Wealth Advisors | 0.04% | Reduce -4.3% | 12,517 | $1.4M |
| Lantz Financial LLC | 0.32% | Reduce -54.0% | 12,510 | $1.4M |
| Fifth Third Wealth Advisors LLC | 0.05% | Add +10.9% | 12,362 | $1.4M |
| Duncan Williams Asset Management, LLC | 0.39% | Reduce -1.7% | 12,251 | $1.4M |
| Venturi Wealth Management, LLC | 0.06% | Add +13.5% | 12,189 | $1.4M |
| Sax Wealth Advisors, LLC | 0.07% | Reduce -2.3% | 11,965 | $1.4M |
| Triad Wealth Partners, LLC | 0.18% | Reduce -81.3% | 11,963 | $1.4M |
| Keybank National Association | 0.00% | Reduce -9.2% | 11,867 | $1.4M |
| Watchman Group, Inc. | 0.32% | Add +7.7% | 11,770 | $1.3M |
| APS Management Group, Inc. | 1.17% | — | 11,634 | $1.3M |
| Verdence Capital Advisors LLC | 0.08% | Add +4.6% | 11,165 | $1.3M |
| Institute for Wealth Management, LLC. | 0.14% | Add +3.5% | 11,489 | $1.3M |
| KPP Advisory Services LLC | 0.19% | Reduce -11.1% | 11,446 | $1.3M |
| Valley National Advisers Inc. | 0.20% | Reduce -8.0% | 11,370 | $1.3M |
| Mechanics Bank Trust Department | 0.18% | Reduce -11.2% | 11,339 | $1.3M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +6.0% | 11,255 | $1.3M |
| BlackDiamond Wealth Management, LLC | 0.70% | Reduce -42.4% | 11,234 | $1.3M |
| Cardiff Park Advisors, LLC | 0.10% | Reduce -0.3% | 11,174 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.2% | 11,174 | $1.3M |
| Csenge Advisory Group | 0.06% | Reduce -55.6% | 11,160 | $1.3M |
| Wescott Financial Advisory Group, LLC | 0.11% | Add +5.0% | 11,148 | $1.3M |
| Arcadia Wealth Management, LLC | 0.50% | Reduce -5.5% | 11,121 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -0.3% | 11,053 | $1.3M |
| Advocacy Wealth Management, LLC | 0.05% | Reduce -96.3% | 11,030 | $1.3M |
| BTC Capital Management, Inc. | 0.09% | No change | 11,025 | $1.3M |
| Mainstream Capital Management LLC | 0.83% | Reduce -1.2% | 10,952 | $1.2M |
| FSC Wealth Advisors, LLC | 0.72% | Add +22.2% | 10,915 | $1.2M |
| Caliber Wealth Management, LLC / KS | 0.14% | Reduce -11.2% | 10,815 | $1.2M |
| Clayton Financial Group LLC | 0.89% | Add +226.2% | 10,731 | $1.2M |
| Turtle Creek Wealth Advisors, LLC | 0.11% | Reduce -40.9% | 10,658 | $1.2M |
| Balance Wealth Partners LLC | 0.30% | Reduce -4.7% | 10,630 | $1.2M |
| Wingate Wealth Advisors, Inc. | 0.84% | Add +8.1% | 10,600 | $1.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.20% | Reduce -0.3% | 10,582 | $1.2M |
| Ritter Daniher Financial Advisory LLC / DE | 0.21% | Reduce -3.8% | 10,504 | $1.2M |
| Washington Trust Bank | 0.09% | Add +27.2% | 10,469 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 10,449 | $1.2M |
| Causey Wealth LLC | 0.58% | Reduce -8.2% | 10,377 | $1.2M |
| SageView Advisory Group, LLC | 0.04% | New | 10,362 | $1.2M |
| Latitude Advisors, LLC | 0.53% | Reduce -2.2% | 10,222 | $1.2M |
| QRG Capital Management, Inc. | 0.01% | Add +295.9% | 10,191 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -20.8% | 10,099 | $1.2M |
| Life Line Wealth Management LLC | 0.35% | Reduce -13.1% | 10,091 | $1.1M |
| Signal Advisors Wealth, LLC | 0.10% | Reduce -31.3% | 10,045 | $1.1M |
| Retirement Wealth Solutions LLC | 0.75% | Reduce -44.1% | 9,965 | $1.1M |
| Ieq Capital, LLC | 0.00% | Add +5.9% | 9,908 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Reduce -10.4% | 9,897 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -39.4% | 9,876 | $1.1M |
| Canvas Wealth Advisors, LLC | 0.20% | Add +3.0% | 9,585 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -1.5% | 9,771 | $1.1M |
| Diversified Enterprises, LLC | 0.07% | Reduce -0.9% | 9,715 | $1.1M |
| Brookwood Investment Group LLC | 0.14% | Reduce -3.4% | 9,677 | $1.1M |
| American State Bank (Iowa) | 0.55% | No change | 9,536 | $1.1M |
| SGL Investment Advisors, Inc. | 0.46% | Add +23.3% | 9,368 | $1.1M |
| LVW Advisors, LLC | 0.11% | Reduce -4.1% | 9,471 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -61.1% | 9,445 | $1.1M |
| Jacobi Capital Management LLC | 0.06% | No change | 9,276 | $1.1M |
| Two Sigma Securities, LLC | 0.15% | New | 9,213 | $1.0M |
| Wealthfront Advisers LLC | 0.00% | Add +4.2% | 9,144 | $1.0M |
| Evergreen Capital Management LLC | 0.02% | Add +0.6% | 9,112 | $1.0M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -0.5% | 9,076 | $1.0M |
| Quest 10 Wealth Builders, Inc. | 0.95% | Add +5.3% | 9,065 | $1.0M |
| Legacy Capital Wealth Partners, LLC | 0.22% | Add +1.8% | 9,043 | $1.0M |
| Calydon Capital | 0.16% | Reduce -50.0% | 9,018 | $1.0M |
| Sage Financial Group Inc. | 0.07% | Add +25.6% | 8,986 | $1.0M |
| Cornerstone Wealth Advisors, Inc. | 0.25% | Add +2.6% | 8,970 | $1.0M |
| Clearview Wealth Advisors LLC | 0.65% | Reduce -4.6% | 8,938 | $1.0M |
| Luts & Greenleigh Group, Inc. | 0.91% | Reduce -1.4% | 8,876 | $1.0M |
| Hobbs Wealth Management, LLC | 0.85% | Reduce -75.4% | 8,857 | $1.0M |
| Cibc World Market Inc. | 0.00% | Add +5.8% | 8,777 | $1000K |
| Prospera Financial Services Inc | 0.02% | Reduce -1.1% | 8,697 | $991K |
| Morris Financial Concepts, Inc. | 0.36% | Add +1.2% | 8,691 | $990K |
| Legacy Financial Group LLC | 0.13% | Reduce -83.9% | 8,431 | $960K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -7.6% | 8,366 | $953K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -11.9% | 8,332 | $948K |
| Collective Family Office LLC | 0.23% | No change | 8,255 | $940K |
| BridgePort Financial Solutions, LLC | 0.25% | Reduce -48.7% | 8,254 | $940K |
| Mycio Wealth Partners, LLC | 0.22% | No change | 8,240 | $938K |
| Parallel Advisors, LLC | 0.02% | Add +12.9% | 8,219 | $936K |
| Renaissance Technologies | 0.00% | Reduce -69.6% | 8,200 | $934K |
| James J. Burns & Company, LLC | 0.14% | No change | 8,141 | $927K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -58.2% | 8,141 | $927K |
| Milestone Investment Advisors LLC | 0.23% | Add +4.5% | 8,029 | $914K |
| Davis Wealth Advisors, LLC | 0.82% | Reduce -49.3% | 8,020 | $913K |
| Invst, LLC | 0.10% | Reduce -86.9% | 7,983 | $909K |
| Spectrum Planning & Advisory Services Inc. | 0.51% | Reduce -72.9% | 7,960 | $907K |
| RCS Financial Planning, LLC | 0.40% | Reduce -53.2% | 7,903 | $900K |
| Fragasso Financial Advisors Inc | 0.06% | No change | 7,656 | $893K |
| Palisade Asset Management, LLC | 0.08% | Reduce -0.1% | 7,684 | $875K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -50.3% | 7,583 | $872K |
| True Vision MN LLC | 0.45% | Reduce -78.8% | 7,548 | $860K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +17.0% | 7,534 | $858K |
| Vertex Planning Partners, LLC | 0.16% | Reduce -80.5% | 7,461 | $850K |
| Creative Financial Designs Inc. | 0.06% | Reduce -19.1% | 7,459 | $849K |
| Harding Loevner LP | 0.01% | New | 7,418 | $845K |
| Copia Wealth Management | 0.62% | Reduce -0.1% | 7,368 | $839K |
| Dentgroup LLC | 0.54% | Add +7.8% | 7,358 | $838K |
| BIP Wealth, LLC | 0.04% | Reduce -5.2% | 7,356 | $838K |
| Taylor & Morgan Wealth Management, LLC | 0.51% | No change | 7,322 | $834K |
| James Investment Research, Inc. | 0.09% | Add +0.9% | 7,304 | $832K |
| Synergy Investment Management, LLC | 0.32% | Reduce -68.3% | 7,289 | $830K |
| HORAN Wealth, LLC | 0.13% | New | 7,283 | $829K |
| Signet Financial Management, LLC | 0.10% | Reduce -61.8% | 7,200 | $820K |
| Noble Family Wealth, LLC | 0.18% | No change | 7,160 | $815K |
| Ewa, LLC | 0.23% | Reduce -2.3% | 7,150 | $814K |
| Modern Wealth Management, LLC | 0.02% | Reduce -75.7% | 7,074 | $806K |
| HB Wealth Management, LLC | 0.01% | Add +9.6% | 7,057 | $804K |
| Macroview Investment Management LLC | 0.60% | Reduce -0.7% | 6,964 | $793K |
| Gotham Asset Management | 0.00% | No change | 6,960 | $793K |
| Composition Wealth, LLC | 0.01% | Add +8.8% | 6,931 | $789K |
| Hutchens & Kramer Investment Management Group, LLC | 0.31% | Reduce -34.9% | 6,892 | $785K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Add +5.7% | 6,872 | $783K |
| GGM Financial LLC | 0.39% | Add +6.0% | 6,867 | $782K |
| Sigma Planning Corp | 0.02% | Reduce -39.0% | 6,828 | $778K |
| Optivise Advisory Services LLC | 0.46% | Reduce -23.3% | 6,782 | $772K |
| Synovus Financial Corp. | 0.01% | Reduce -5.3% | 6,762 | $770K |
| Americana Partners, LLC | 0.02% | Add +2.0% | 6,758 | $770K |
| Golden State Wealth Management, LLC | 0.08% | Reduce -26.4% | 6,702 | $763K |
| IFG Advisory, LLC | 0.03% | Reduce -56.5% | 6,691 | $762K |
| Rockland Trust Co. | 0.03% | No change | 6,662 | $759K |
| Integrated Advisors Network LLC | 0.03% | Reduce -33.1% | 6,555 | $746K |
| Two West Capital Advisors LLC | 0.45% | Reduce -34.8% | 6,370 | $744K |
| Evolution Wealth Management Inc. | 0.76% | Add +86.6% | 6,482 | $738K |
| Harbour Investments, Inc. | 0.02% | Reduce -46.9% | 6,402 | $729K |
| WASHINGTON TRUST Co | 0.02% | No change | 6,386 | $727K |
| Advisory Alpha, LLC | 0.02% | Add +6.4% | 6,281 | $727K |
| LMCG Investments, LLC | 0.04% | Reduce -8.6% | 6,348 | $723K |
| Sound Income Strategies, LLC | 0.04% | Add +3.9% | 6,163 | $712K |
| First Citizens Financial Corp | 0.35% | Add +8.1% | 6,237 | $710K |
| Private Trust Co. NA | 0.06% | Reduce -26.5% | 6,235 | $710K |
| Bridges Investment Management Inc. | 0.01% | Add +0.2% | 6,224 | $709K |
| Confluence Wealth Services, Inc. | 0.03% | Add +1.1% | 6,208 | $707K |
| Benjamin Edwards Inc. | 0.01% | Reduce -40.0% | 6,181 | $704K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Reduce -93.1% | 6,146 | $700K |
| HRC Wealth Management, LLC | 0.34% | Add +1.4% | 6,138 | $699K |
| Aprio Wealth Management, LLC | 0.07% | Reduce -14.3% | 6,128 | $698K |
| StoneX Group Inc. | 0.03% | Add +3.6% | 6,091 | $694K |
| UNIVEST FINANCIAL Corp | 0.04% | Reduce -2.5% | 6,048 | $689K |
| Centurion Wealth Management LLC | 0.16% | Reduce -72.7% | 6,046 | $689K |
| Oxford Financial Group, LTD. LLC | 0.04% | Reduce -5.4% | 6,003 | $684K |
| Larson Financial Group LLC | 0.02% | Reduce -25.4% | 5,993 | $682K |
| Cooper Financial Group | 0.08% | Reduce -6.5% | 5,973 | $680K |
| Cypress Capital Group | 0.08% | No change | 5,962 | $679K |
| Schneider Downs Wealth Management Advisors, LP | 0.08% | No change | 5,884 | $670K |
| Associated Banc-Corp | 0.02% | Reduce -4.4% | 5,876 | $669K |
| MIdWestOne Financial Group, Inc. | 0.08% | No change | 5,844 | $666K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -1.3% | 5,802 | $661K |
| Net Worth Advisory Group | 0.19% | Reduce -82.3% | 5,788 | $659K |
| Pallas Capital Advisors LLC | 0.02% | Add +8.2% | 5,771 | $657K |
| Sachetta, LLC | 0.24% | No change | 5,701 | $649K |
| Twin Peaks Wealth Advisors, LLC | 0.22% | Reduce -79.1% | 5,572 | $635K |
| Montecito Bank & Trust | 0.10% | — | 5,499 | $626K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 5,450 | $621K |
| Bay Harbor Wealth Management, LLC | 0.17% | Reduce -88.8% | 5,437 | $619K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -7.2% | 5,426 | $618K |
| Financial Advocates Investment Management | 0.35% | Reduce -57.0% | 5,406 | $616K |
| SCS Capital Management LLC | 0.01% | No change | 5,401 | $615K |
| Lloyd Advisory Services, LLC. | 0.29% | Reduce -14.0% | 5,400 | $615K |
| McNaughton Wealth Management, LLC | 0.26% | Reduce -80.8% | 5,399 | $615K |
| Fund Evaluation Group, LLC | 0.02% | No change | 5,385 | $613K |
| Cornerstone Planning Group LLC | 0.10% | Add +485.4% | 5,269 | $610K |
| Alerus Financial NA | 0.03% | No change | 5,335 | $608K |
| Kelman-Lazarov, Inc. | 0.09% | New | 5,295 | $603K |
| SigFig Wealth Management, LLC | 0.02% | Reduce -85.6% | 5,308 | $601K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -41.6% | 5,254 | $598K |
| Beacon Financial Planning, Inc. | 0.31% | Reduce -2.0% | 5,233 | $596K |
| Narus Financial Partners, LLC | 0.16% | Add +145.8% | 5,224 | $595K |
| Beacon Financial Group | 0.06% | Reduce -19.6% | 5,214 | $594K |
| DRW Securities, LLC | 0.03% | Reduce -0.8% | 5,116 | $593K |
| FLP Wealth Management, LLC | 1.66% | Reduce -22.4% | 5,180 | $590K |
| LGT Financial Advisors LLC | 1.27% | Add +2.1% | 5,164 | $588K |
| Choate Investment Advisors | 0.01% | No change | 5,148 | $586K |
| Independence Bank of Kentucky | 0.07% | No change | 5,109 | $582K |
| Tempus Wealth Planning, LLC | 0.13% | Reduce -50.5% | 5,092 | $580K |
| Stephens Inc. | 0.01% | Add +26.9% | 5,070 | $577K |
| Gables Capital Management Inc. | 0.24% | No change | 5,007 | $570K |
| Betterment LLC | 0.00% | Reduce -0.5% | 4,980 | $567K |
| SMART Wealth LLC | 0.21% | Add +20.9% | 4,913 | $559K |
| Decker Retirement Planning Inc. | 0.31% | Add +18.8% | 4,875 | $555K |
| Sound Financial Strategies Group, LLC | 0.40% | Add +4.3% | 4,867 | $554K |
| Independent Financial Group, LLC | 0.01% | Reduce -8.3% | 4,858 | $553K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -82.7% | 4,812 | $548K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -54.2% | 4,786 | $545K |
| Sutton Place Investors LLC | 0.31% | Reduce -58.0% | 4,723 | $538K |
| Harbour Capital Advisors, LLC | 0.11% | No change | 4,631 | $537K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 4,581 | $537K |
| Pointe Capital Management LLC | 0.26% | Add +29.1% | 4,700 | $535K |
| Old National Bancorp | 0.01% | New | 4,698 | $535K |
| Interchange Capital Partners, LLC | 0.10% | Reduce -58.2% | 4,683 | $533K |
| Jordan Park Group LLC | 0.03% | New | 4,675 | $532K |
| Koshinski Asset Management, Inc. | 0.04% | Add +1.9% | 4,639 | $528K |
| Athena Investment Management | 0.27% | No change | 4,619 | $526K |
| Plancorp, LLC | 0.02% | No change | 4,566 | $520K |
| Stokes Family Office, LLC | 0.05% | Add +36.1% | 4,544 | $517K |
| Blalock Williams, LLC | 0.45% | Reduce -62.5% | 4,530 | $516K |
| Fiducient Advisors LLC | 0.06% | Reduce -78.2% | 4,524 | $515K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -0.9% | 4,498 | $512K |
| MAI Capital Management | 0.00% | Reduce -1.4% | 4,493 | $512K |
| Leisure Capital Management | 0.17% | No change | 4,477 | $510K |
| Moneco Advisors, LLC | 0.04% | Reduce -3.2% | 4,437 | $505K |
| Bogart Wealth, LLC | 0.02% | No change | 4,425 | $504K |
| Rosenberg Matthew Hamilton | 0.11% | Reduce -3.4% | 4,392 | $500K |
| Hazlett, Burt & Watson, Inc. | 0.17% | Add +151.4% | 4,330 | $492K |
| Financial Perspectives, Inc | 0.14% | Add +11.2% | 4,307 | $490K |
| Sheets Smith Wealth Management | 0.06% | Reduce -0.7% | 4,267 | $486K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -10.0% | 4,258 | $485K |
| LexAurum Advisors, LLC | 0.07% | Reduce -20.9% | 4,224 | $481K |
| DGS Capital Management, LLC | 0.09% | Add +0.4% | 4,213 | $480K |
| Summit Trail Advisors, LLC | 0.01% | New | 4,201 | $478K |
| Hickory Point Bank & Trust | 0.36% | No change | 4,174 | $475K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -89.1% | 4,137 | $471K |
| Quartz Partners, LLC | 0.17% | Add +5.5% | 4,133 | $471K |
| Future Fund LLC | 0.17% | No change | 4,128 | $470K |
| Highland Capital Management, LLC | 0.02% | No change | 4,124 | $470K |
| NewEdge Wealth, LLC | 0.01% | Reduce -3.0% | 4,066 | $467K |
| Catalina Capital Group, LLC | 0.29% | Reduce -23.6% | 4,066 | $463K |
| Pettinga Financial Advisors LLC | 0.09% | Reduce -93.9% | 4,012 | $457K |
| Elevated Capital Advisors, LLC | 0.11% | Reduce -25.2% | 3,999 | $455K |
| Capital Analysts, LLC | 0.01% | Reduce -89.5% | 3,966 | $452K |
| MainStreet Investment Advisors LLC | 0.06% | Add +3.0% | 3,963 | $451K |
| Aspire Private Capital, LLC | 0.10% | Reduce -53.5% | 3,930 | $448K |
| Nwam LLC | 0.02% | Reduce -59.3% | 3,794 | $446K |
| Faithward Advisors, LLC | 0.07% | Add +30.0% | 3,903 | $444K |
| Townsquare Capital LLC | 0.07% | No change | 3,902 | $444K |
| Hilltop National Bank | 0.11% | No change | 3,875 | $441K |
| Unified Investment Management | 0.44% | Reduce -6.1% | 3,868 | $440K |
| Midwest Heritage Bank, FSB | 0.16% | Reduce -2.8% | 3,865 | $440K |
| Heritage Family Offices, LLP | 0.20% | Reduce -0.5% | 3,860 | $440K |
| BCU Wealth Advisors, LLC | 0.17% | Reduce -79.6% | 3,793 | $432K |
| Pines Wealth Management, LLC | 0.15% | Reduce -0.6% | 3,790 | $432K |
| Western Wealth Management, LLC | 0.02% | Reduce -23.7% | 3,770 | $429K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -44.3% | 3,761 | $428K |
| Diversified Trust Co. | 0.01% | Reduce -61.1% | 3,747 | $427K |
| Ridgeline Wealth, LLC | 0.31% | Reduce -61.8% | 3,741 | $426K |
| Pinnacle Family Advisors, LLC | 0.19% | Reduce -8.8% | 3,738 | $426K |
| Wolff Financial Management LLC | 0.10% | Reduce -2.1% | 3,735 | $425K |
| Balentine LLC | 0.02% | No change | 3,731 | $425K |
| Vident Advisory, LLC | 0.00% | Add +46.5% | 3,719 | $424K |
| DAVENPORT & Co LLC | 0.00% | Reduce -43.5% | 3,713 | $423K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 3,687 | $420K |
| Beacon Financial Advisory LLC | 0.10% | Reduce -52.8% | 3,676 | $419K |
| Guidance Point Advisors, LLC | 0.10% | No change | 3,663 | $417K |
| PUREfi Wealth, LLC | 0.32% | Reduce -25.6% | 3,649 | $416K |
| Doliver Advisors, LP | 0.11% | Reduce -3.7% | 3,645 | $415K |
| Tassel Capital Management, Inc. | 0.26% | Add +0.1% | 3,628 | $413K |
| Urban Financial Advisory Corp | 0.19% | Reduce -24.0% | 3,623 | $413K |
| Fermata Advisors, LLC | 0.10% | Reduce -1.3% | 3,621 | $412K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -58.5% | 3,615 | $412K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,615 | $412K |
| Aspen Wealth Management LLC | 0.09% | New | 3,582 | $408K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -0.3% | 3,578 | $407K |
| Lido Advisors, LLC | 0.00% | Add +42.4% | 3,554 | $405K |
| Legacy Edge Advisors, LLC | 0.05% | Reduce -29.7% | 3,519 | $401K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 3,510 | $400K |
| Fulton Bank, N.A. | 0.01% | New | 3,487 | $397K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -23.1% | 3,448 | $393K |
| LifePlan Investment Advisors, Inc. | 0.16% | Reduce -73.5% | 3,433 | $391K |
| Evanson Asset Management, LLC | 0.02% | No change | 3,429 | $391K |
| JMG Financial Group, Ltd. | 0.01% | New | 3,424 | $390K |
| Droms Strauss Advisors Inc. /Mo/ | 0.11% | Reduce -1.3% | 3,399 | $387K |
| CGN Advisors LLC | 0.03% | Reduce -0.1% | 3,399 | $387K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 3,388 | $386K |
| HUB Investment Partners, LLC | 0.01% | Add +0.6% | 3,358 | $382K |
| Aspire Capital Advisors LLC | 0.09% | No change | 3,355 | $382K |
| Milestone Asset Management Group, LLC | 0.24% | Reduce -1.1% | 3,334 | $380K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 3,331 | $379K |
| Hobart Private Capital, LLC | 0.08% | Reduce -3.5% | 3,330 | $379K |
| GatePass Capital, LLC | 0.22% | Add +13.5% | 3,295 | $375K |
| Westfuller Advisors, LLC | 0.17% | No change | 3,292 | $375K |
| Bristlecone Advisors, LLC | 0.03% | No change | 3,287 | $374K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -2.5% | 3,287 | $374K |
| Fairvoy Private Wealth, LLC | 0.09% | Reduce -0.5% | 3,279 | $373K |
| REAP Financial Group, LLC | 0.08% | Add +1.1% | 3,271 | $372K |
| Summit Financial Strategies, Inc. | 0.03% | New | 3,269 | $372K |
| TD Capital Management LLC | 0.03% | No change | 3,256 | $371K |
| Conning Inc. | 0.01% | Reduce -37.7% | 3,255 | $371K |
| Madden Advisory Services, Inc. | 0.16% | Add +43.5% | 3,251 | $370K |
| Ledyard National Bank | 0.03% | Reduce -4.4% | 3,238 | $369K |
| Mission Wealth Management, LP | 0.01% | Add +0.6% | 3,237 | $369K |
| Waldron Private Wealth LLC | 0.01% | No change | 3,234 | $368K |
| ORG Partners LLC | 0.07% | Reduce -51.1% | 3,184 | $368K |
| Commonwealth Retirement Investments LLC | 0.13% | Reduce -74.9% | 3,229 | $368K |
| FSA Advisors, Inc. | 0.29% | Add +0.8% | 3,223 | $367K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -82.4% | 3,215 | $366K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 3,208 | $365K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.4% | 3,177 | $362K |
| Peterson Wealth Advisors, LLC | 0.05% | Add +14.0% | 3,104 | $360K |
| Bush Investment Group, LLC | 0.21% | Reduce -77.2% | 3,157 | $360K |
| Novus Advisors, LLC | 0.81% | Reduce -23.1% | 3,087 | $352K |
| Talisman Wealth Advisors LLC | 0.29% | Reduce -1.0% | 3,079 | $351K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -11.5% | 3,073 | $350K |
| Allworth Financial LP | 0.00% | Add +9.1% | 3,025 | $344K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.1% | 3,011 | $343K |
| Foster Group, Inc. | 0.01% | No change | 2,957 | $337K |
| Theory Financial LLC | 0.12% | Reduce -85.6% | 2,850 | $335K |
| Wedmont Private Capital | 0.01% | Add +3.2% | 2,866 | $333K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -72.9% | 2,910 | $331K |
| Security Financial Services, INC. | 0.05% | Reduce -89.4% | 2,908 | $331K |
| Fortress Financial Group, LLC | 0.25% | No change | 2,894 | $330K |
| Consolidated Portfolio Review Corp | 0.04% | Add +0.1% | 2,885 | $329K |
| UMB Bank, n.a. | 0.00% | Reduce -8.3% | 2,851 | $325K |
| Flputnam Investment Management Co. | 0.00% | No change | 2,851 | $325K |
| Stephen J. Garry & Associates, LLC | 0.26% | Reduce -0.9% | 2,840 | $323K |
| Kovack Advisors, Inc. | 0.03% | Add +0.6% | 2,814 | $321K |
| Cobblestone Asset Management LLC | 0.15% | Reduce -92.6% | 2,811 | $320K |
| Blue Capital, Inc. | 0.24% | New | 2,805 | $319K |
| Independent Advisor Alliance | 0.01% | Add +8.3% | 2,804 | $319K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -70.7% | 2,803 | $319K |
| A4 Wealth Advisors LLC | 0.27% | — | 2,791 | $318K |
| Ascentis Wealth Management, LLC | 0.08% | Add +16.7% | 2,749 | $313K |
| FineMark National Bank & Trust | 0.01% | No change | 2,725 | $310K |
| Twin Focus Capital Partners, LLC | 0.04% | Reduce -7.8% | 2,692 | $307K |
| Vanguard Group Inc. | 0.00% | Add +22.0% | 2,687 | $306K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +122.5% | 2,681 | $305K |
| FLC Capital Advisors | 0.06% | No change | 2,671 | $304K |
| American Trust | 0.03% | Add +4.7% | 2,657 | $303K |
| Midwest Capital Advisors, LLC | 0.15% | Reduce -1.5% | 2,656 | $302K |
| Accelerate Investment Advisors LLC | 0.21% | Reduce -55.4% | 2,652 | $302K |
| Provenance Wealth Advisors, LLC | 0.04% | No change | 2,643 | $301K |
| Triangle Securities Wealth Management | 0.07% | Add +9.7% | 2,625 | $299K |
| Cortland Associates Inc. | 0.04% | No change | 2,614 | $298K |
| Merkkuri Wealth Advisors LLC | 0.21% | Reduce -75.2% | 2,600 | $296K |
| Charter Research & Investment Group, Inc. | 0.20% | Add +19.4% | 2,597 | $296K |
| Trust Co. of Vermont | 0.01% | No change | 2,588 | $295K |
| Legacy Wealth Asset Management, LLC | 0.07% | No change | 2,587 | $295K |
| Modera Wealth Management, LLC | 0.00% | Add +0.5% | 2,576 | $293K |
| Orin Green Financial, LLC | 0.12% | Add +0.1% | 2,563 | $292K |
| Madison Wealth Partners, Inc | 0.06% | Reduce -1.1% | 2,562 | $292K |
| Inspire Advisors, LLC | 0.03% | Add +19.4% | 2,521 | $287K |
| Clarius Group, LLC | 0.02% | No change | 2,505 | $285K |
| ERn Financial, LLC | 0.06% | Reduce -5.6% | 2,503 | $285K |
| Haverford Trust Co | 0.00% | Add +3.8% | 2,489 | $283K |
| Synergy Financial Group, LTD | 0.19% | No change | 2,473 | $282K |
| Altfest L J & Co. Inc. | 0.03% | No change | 2,473 | $282K |
| Essex Bank | 0.06% | Reduce -6.9% | 2,473 | $282K |
| Retirement Solution LLC | 0.07% | Reduce -8.1% | 2,472 | $281K |
| Goldstein Advisors, LLC | 0.03% | Add +6.2% | 2,469 | $281K |
| Bonfire Financial | 0.22% | No change | 2,468 | $281K |
| Uptick Partners, LLC | 0.07% | Reduce -27.1% | 2,435 | $277K |
| Global Wealth Strategies & Associates | 0.07% | Reduce -6.8% | 2,422 | $276K |
| MSH Capital Advisors LLC | 0.07% | Reduce -52.5% | 2,416 | $275K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | No change | 2,403 | $274K |
| GTS Securities LLC | 0.01% | Reduce -61.5% | 2,403 | $274K |
| Walkner Condon Financial Advisors LLC | 0.04% | No change | 2,395 | $273K |
| Rossby Financial, LCC | 0.09% | Add +13.7% | 2,369 | $273K |
| Fonville Wealth Management LLC | 0.06% | No change | 2,375 | $270K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 2,373 | $270K |
| Yoffe Investment Management, LLC | 0.35% | No change | 2,358 | $269K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -18.4% | 2,358 | $269K |
| Oakworth Capital, Inc. | 0.02% | No change | 2,355 | $268K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -0.2% | 2,338 | $266K |
| Braun-Bostich & Associates Inc. | 0.17% | Reduce -89.6% | 2,308 | $263K |
| Midland Wealth Advisors, LLC | 0.01% | Reduce -21.9% | 2,280 | $260K |
| BAM Wealth Management, LLC | 0.20% | — | 2,269 | $258K |
| Fisher Asset Management | 0.00% | Reduce -48.7% | 2,268 | $258K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 2,260 | $257K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 2,259 | $257K |
| Channel Wealth LLC | 0.07% | Reduce -20.0% | 2,253 | $257K |
| Miller Investment Management, LP | 0.03% | No change | 2,250 | $256K |
| Krilogy Financial LLC | 0.01% | New | 2,224 | $255K |
| Commonwealth Financial Services, LLC | 0.04% | Reduce -3.3% | 2,217 | $252K |
| Stage Harbor Financial, LLC | 0.18% | No change | 2,217 | $252K |
| Maridea Wealth Management LLC | 0.04% | New | 2,135 | $251K |
| World Equity Group, Inc. | 0.06% | Reduce -58.3% | 2,176 | $248K |
| Advyzon Investment Management, LLC | 0.04% | Reduce -30.3% | 2,159 | $246K |
| Kelly Financial Group LLC | 0.07% | Reduce -8.0% | 2,155 | $245K |
| Keyvantage Wealth, LLC | 0.10% | No change | 2,127 | $242K |
| Neumann Capital Management, LLC | 0.07% | No change | 2,125 | $242K |
| CRA Financial Services, LLC | 0.03% | No change | 2,125 | $242K |
| Magnus Financial Group LLC | 0.02% | Reduce -45.8% | 2,124 | $242K |
| American National Bank & Trust | 0.02% | No change | 2,118 | $241K |
| International Assets Investment Management, LLC | 0.02% | No change | 2,151 | $239K |
| Global View Capital Management LLC | 0.05% | New | 2,101 | $239K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -24.9% | 2,099 | $239K |
| Matrix Private Capital Group LLC | 0.13% | No change | 2,094 | $238K |
| Patten & Patten Inc. | 0.01% | New | 2,086 | $238K |
| Financial Partners Group, Inc | 0.03% | Reduce -2.9% | 2,076 | $236K |
| DecisionMap Wealth Management, LLC | 0.15% | Reduce -1.1% | 2,067 | $235K |
| Fifth Third Bancorp | 0.00% | Add +26.3% | 2,059 | $234K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 2,058 | $234K |
| Atlas Brown,Inc. | 0.07% | No change | 2,051 | $234K |
| Marino, Stram & Associates LLC | 0.04% | No change | 2,048 | $233K |
| Accretive Wealth Partners, LLC | 0.07% | No change | 2,033 | $232K |
| Community Financial Services Group, LLC | 0.04% | No change | 2,033 | $232K |
| Gryphon Financial Partners LLC | 0.03% | New | 2,030 | $231K |
| Founders Financial Alliance, LLC | 0.04% | Add +71.8% | 2,019 | $230K |
| Lion Street Advisors, LLC | 0.08% | Reduce -47.7% | 2,051 | $228K |
| Alterna Wealth Management, Inc. | 0.19% | Reduce -59.0% | 1,996 | $227K |
| TRUE Private Wealth Advisors | 0.02% | Reduce -32.5% | 1,990 | $227K |
| Wesbanco Bank Inc. | 0.01% | Reduce -2.3% | 1,979 | $225K |
| Avaii Wealth Management, LLC | 0.09% | No change | 1,977 | $225K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 1,967 | $224K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 1,934 | $220K |
| CIBC Private Wealth Group LLC | 0.00% | Add +45.1% | 1,930 | $220K |
| Hurlow Wealth Management Group, Inc. | 0.06% | New | 1,930 | $220K |
| Freestone Capital Holdings, LLC | 0.01% | New | 1,928 | $220K |
| Journey Beyond Wealth, LLC | 0.18% | New | 1,923 | $219K |
| Strategic Financial Concepts, LLC | 0.03% | New | 1,910 | $218K |
| Fullcircle Wealth LLC | 0.08% | Reduce -82.7% | 1,902 | $217K |
| GWN Securities Inc. | 0.05% | Reduce -9.0% | 1,874 | $217K |
| NorthLanding Financial Partners, LLC | 0.18% | No change | 1,900 | $216K |
| Lantern Wealth Advisors, LLC | 0.11% | Reduce -44.8% | 1,894 | $216K |
| Aspiriant, LLC | 0.01% | No change | 1,888 | $215K |
| Atlatl Advisers LLC | 0.08% | Reduce -68.5% | 1,872 | $213K |
| Maripau Wealth Management LLC | 0.11% | Reduce -79.4% | 1,872 | $213K |
| XML Financial, LLC | 0.02% | No change | 1,869 | $213K |
| Raleigh Capital Management Inc. | 0.08% | Reduce -74.4% | 1,866 | $212K |
| Investor's Fiduciary Advisor Network, LLC | 0.07% | Reduce -72.3% | 1,868 | $212K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,852 | $211K |
| Acorn Wealth Advisors, LLC | 0.07% | New | 1,849 | $211K |
| BCS Wealth Management | 0.05% | Reduce -12.4% | 1,841 | $210K |
| Hudson Portfolio Management LLC | 0.19% | Reduce -5.6% | 1,840 | $210K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -50.5% | 1,839 | $209K |
| Maple Capital Management, Inc. | 0.01% | Reduce -8.7% | 1,835 | $209K |
| SilverOak Wealth Management LLC | 0.04% | No change | 1,834 | $209K |
| Alhambra Investment Management LLC | 0.10% | No change | 1,831 | $209K |
| Brass Tax Wealth Management, Inc. | 0.03% | Add +1.2% | 1,826 | $208K |
| PFG Investments, LLC | 0.01% | New | 1,825 | $208K |
| Intelligence Driven Advisers, LLC | 0.03% | No change | 1,807 | $206K |
| Scotia Capital Inc. | 0.00% | No change | 1,800 | $205K |
| Means Investment Co., Inc. | 0.02% | No change | 1,799 | $205K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +45.9% | 1,793 | $204K |
| Professional Financial Advisors, LLC | 0.04% | New | 1,775 | $202K |
| NTV Asset Management LLC | 0.02% | New | 1,771 | $202K |
| BSW Wealth Partners | 0.03% | Reduce -12.6% | 1,767 | $201K |
| 2UniFi Bank | 0.10% | No change | 1,755 | $200K |
| GeoWealth Management, LLC | 0.01% | Reduce -66.1% | 1,733 | $197K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,636 | $186K |
| First Financial Corp. | 0.07% | No change | 1,633 | $186K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,616 | $184K |
| Alpine Bank Wealth Management | 0.03% | No change | 1,600 | $182K |
| Pineridge Advisors LLC | 0.05% | Add +6.2% | 1,543 | $176K |
| Vermillion & White Wealth Management Group, LLC | 0.10% | No change | 1,531 | $174K |
| Wells Financial Advisors INC | 0.23% | No change | 1,510 | $172K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 1,500 | $171K |
| KERR FINANCIAL PLANNING Corp | 0.24% | — | 1,479 | $169K |
| Imprint Wealth LLC | 0.51% | — | 1,396 | $159K |
| Webster Bank, N. A. | 0.01% | No change | 1,295 | $147K |
| Whittier Trust Co. | 0.00% | Add +10.0% | 1,256 | $147K |
| Addison Advisors LLC | 0.03% | Reduce -9.6% | 1,223 | $139K |
| Zions Bancorporation, National Association | 0.01% | No change | 1,212 | $138K |
| Bessemer Group Inc. | 0.00% | No change | 1,170 | $133K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,074 | $122K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 1,060 | $121K |
| Ashton Thomas Securities, LLC | 0.02% | New | 1,005 | $114K |
| National Bank of Canada | 0.00% | Add +64.6% | 986 | $112K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -21.7% | 973 | $111K |
| Angeles Wealth Management, LLC | 0.01% | No change | 972 | $111K |
| Peterson Wealth Services | 0.03% | Reduce -24.2% | 728 | $109K |
| Wolff Wiese Magana LLC | 0.06% | No change | 945 | $108K |
| Atwood & Palmer Inc. | 0.01% | Add +387.9% | 927 | $106K |
| Murphy & Mullick Capital Management Corp | 0.08% | No change | 902 | $103K |
| MeadowBrook Investment Advisors LLC | 0.09% | No change | 891 | $101K |
| Arlington Trust Co LLC | 0.02% | Reduce -42.7% | 890 | $101K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.20% | Reduce -94.5% | 887 | $101K |
| Heartwood Wealth Advisors LLC | 0.01% | New | 842 | $96K |
| Cape Investment Advisory, Inc. | 0.09% | Reduce -57.1% | 811 | $92K |
| Ameriflex Group, Inc. | 0.03% | Reduce -41.7% | 772 | $88K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 749 | $87K |
| Activest Wealth Management | 0.02% | New | 760 | $86K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 725 | $85K |
| Atlantic Union Bankshares Corp | 0.00% | Add +60.9% | 716 | $82K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 711 | $81K |
| Root Financial Partners, LLC | 0.00% | New | 698 | $79K |
| Ballast Advisors LLC | 0.02% | No change | 681 | $78K |
| HighMark Wealth Management LLC | 0.03% | Add +37.9% | 669 | $76K |
| Tidemark, LLC | 0.02% | No change | 666 | $76K |
| First Community Trust NA | 0.06% | Add +33.7% | 659 | $75K |
| Hoey Investments, Inc. | 0.01% | No change | 639 | $73K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 639 | $73K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.12% | Reduce -12.5% | 609 | $69K |
| Team Financial Group, LLC | 0.03% | Add +11.7% | 575 | $65K |
| Clark Wealth Partners | 0.04% | Add +75.9% | 540 | $62K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 530 | $61K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 533 | $61K |
| Kings Path Partners LLC | 0.02% | No change | 520 | $59K |
| Mascoma Wealth Management LLC | 0.01% | No change | 519 | $59K |
| Salem Investment Counselors Inc. | 0.00% | Add +587.7% | 502 | $57K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 493 | $56K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 487 | $55K |
| Financial Consulate, Inc. | 0.01% | New | 482 | $55K |
| Coston, McIsaac & Partners | 0.01% | No change | 480 | $54K |
| Missouri Trust & Investment Co | 0.02% | No change | 460 | $52K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 457 | $52K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 454 | $52K |
| Hemington Wealth Management | 0.01% | No change | 452 | $51K |
| Optimum Investment Advisors | 0.02% | No change | 447 | $51K |
| Integrity Financial Corp | 0.02% | No change | 437 | $50K |
| Hughes Financial Services, LLC | 0.01% | No change | 426 | $49K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -82.9% | 425 | $48K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 422 | $48K |
| Tsfg, LLC | 0.01% | Add +24.9% | 416 | $47K |
| Family Legacy Financial Solutions, LLC | 0.04% | New | 411 | $47K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 406 | $46K |
| New Republic Capital, LLC | 0.01% | Reduce -72.5% | 406 | $46K |
| Woodside Wealth Management LLC | 0.04% | No change | 404 | $46K |
| West Financial Advisors, LLC | 0.01% | No change | 386 | $44K |
| CVA Family Office, LLC | 0.01% | No change | 366 | $42K |
| Colonial Trust Co / SC | 0.01% | No change | 360 | $41K |
| Tucker Asset Management LLC | 0.01% | Reduce -5.8% | 359 | $41K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -54.2% | 357 | $41K |
| Collier Financial | 0.03% | — | 345 | $39K |
| Rice Partnership, LLC | 0.01% | Add +28.0% | 320 | $36K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +50.2% | 317 | $36K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 316 | $36K |
| Adirondack Trust Co. | 0.01% | No change | 309 | $35K |
| Whipplewood Advisors, LLC | 0.02% | No change | 305 | $35K |
| Phillips Financial Management, LLC | 0.00% | Reduce -5.3% | 302 | $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 |
| Richardson Capital Management LLC | 0.01% | No change | 263 | $30K |
| Riverview Trust Co | 0.03% | No change | 248 | $28K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -2.8% | 246 | $28K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 235 | $27K |
| St Germain D J Co. Inc. | 0.00% | No change | 234 | $27K |
| Guerra Advisors Inc | 0.01% | New | 227 | $26K |
| Bangor Savings Bank | 0.00% | New | 227 | $26K |
| Park Place Capital Corp | 0.00% | Add +13.9% | 197 | $22K |
| Tripletail Wealth Management, LLC | 0.03% | New | 188 | $22K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +50.8% | 190 | $22K |
| Rogco, LP | 0.01% | No change | 188 | $21K |
| EPG Wealth Management LLC | 0.01% | No change | 179 | $20K |
| Tompkins Financial Corp. | 0.00% | Reduce -48.4% | 178 | $20K |
| Howe & Rusling Inc. | 0.00% | Reduce -86.6% | 173 | $20K |
| WealthCollab, LLC | 0.01% | No change | 169 | $19K |
| Chesapeake Asset Management LLC | 0.02% | No change | 162 | $18K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 156 | $18K |
| WFA of San Diego, LLC | 0.01% | No change | 157 | $18K |
| Crewe Advisors LLC | 0.00% | Add +10.7% | 155 | $18K |
| Dunhill Financial, LLC | 0.01% | No change | 142 | $16K |
| Evermay Wealth Management LLC | 0.00% | No change | 131 | $15K |
| Bernard Wealth Management Corp. | 0.01% | No change | 120 | $14K |
| Center for Financial Planning, Inc. | 0.00% | No change | 110 | $13K |
| Glassman Wealth Services | 0.00% | No change | 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 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 91 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 87 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 87 | $10K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 84 | $10K |
| Operose Advisors LLC | 0.00% | New | 83 | $9K |
| Tanaka Capital Management Inc. | 0.02% | — | 81 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 79 | $9K |
| Wealth Watch Advisors, INC | 0.00% | New | 77 | $9K |
| Quaker Wealth Management, LLC | 0.00% | No change | 77 | $9K |
| Investors Research Corp | 0.00% | Add +17.5% | 74 | $8K |
| Hurley Capital, LLC | 0.00% | No change | 73 | $8K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +9.8% | 67 | $8K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 65 | $7K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +18.9% | 63 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 65 | $7K |
| Hantz Financial Services, Inc. | 0.00% | New | 62 | $7K |
| Grand Wealth Management, LLC | 0.00% | No change | 60 | $7K |
| American Wealth Advisors, LLC | 0.01% | — | 59 | $7K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -97.8% | 58 | $7K |
| 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 |
| Lowe Wealth Advisors, LLC | 0.00% | Add +74.1% | 47 | $5K |
| Abich Financial Wealth Management LLC | 0.00% | — | 43 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 43 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 42 | $5K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 41 | $5K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 37 | $4K |
| Topsail Wealth Management, LLC | 0.00% | New | 36 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 35 | $4K |
| NFSG Corp | 0.00% | Reduce -14.6% | 35 | $4K |
| Global Trust Asset Management, LLC | 0.00% | Add +466.7% | 34 | $4K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 34 | $4K |
| New Millennium Group LLC | 0.00% | No change | 33 | $4K |
| Chapman Financial Group, LLC | 0.00% | New | 32 | $4K |
| POM Investment Strategies, LLC | 0.00% | No change | 32 | $4K |
| Trust Co | 0.00% | No change | 31 | $4K |
| Sittner & Nelson, LLC | 0.00% | No change | 30 | $3K |
| Viewpoint Capital Management LLC | 0.00% | New | 28 | $3K |
| Delos Wealth Advisors, LLC | 0.00% | New | 25 | $3K |
| Kiker Wealth Management, LLC | 0.00% | New | 25 | $3K |
| Asset Dedication, LLC | 0.00% | Reduce -93.8% | 23 | $3K |
| SYM FINANCIAL Corp | 0.00% | New | 15 | $2K |
| Chelsea Counsel Co. | 0.00% | New | 13 | $1K |
| Provident Wealth Management, LLC | 0.00% | New | 13 | $1K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 12 | $1K |
| North Capital, Inc. | 0.00% | Add +10.0% | 11 | $1K |
| Signaturefd, LLC | 0.00% | No change | 9 | $1K |
| Burkett Financial Services, LLC | 0.00% | No change | 9 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 13 | $1K |
| HM Payson & Co. | 0.00% | New | 8 | $912 |
| Russell Investments Group, Ltd. | 0.00% | No change | 6 | $683 |
| GAMMA Investing LLC | 0.00% | No change | 4 | $456 |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 2 | $228 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $75 |
| Avion Wealth | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is EFG's weight in each manager's 13F, not the share of iShares MSCI Eafe Growth ETF the manager owns.