iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q4 2025 (December 31)979holders +1
53new positions
95sold out
4famous investors
$113.59avg. 13F price*
At the end of Q4 2025, 979 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings, up 1 from Q3 2025. 53 opened new positions and 95 sold out. The largest holders were Jones Financial Companies LLLP ($441.5M), Bank of America Corp. ($397.3M) and Envestnet Asset Management Inc. ($302.9M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $53.8M |
| Exits | 95 | $121.1M |
All 13F filers, Q3 2025 → Q4 2025: 4,101,932 shares bought and 8,741,186 shares sold, net −4,639,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 979 holders
| Jones Financial Companies LLLP | 0.27% | Add +2.1% | 3,875,232 | $441.5M |
| Bank of America Corp. | 0.03% | Reduce -0.2% | 3,487,456 | $397.3M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -38.8% | 2,658,743 | $302.9M |
| Morgan Stanley | 0.02% | Reduce -11.1% | 2,609,776 | $297.3M |
| Nomura Asset Management International Inc. | 0.41% | — | 2,374,486 | $270.5M |
| JPMorgan Chase & Co. | 0.02% | Reduce -20.6% | 2,230,640 | $254.1M |
| LPL Financial LLC | 0.07% | Reduce -18.2% | 2,156,644 | $245.7M |
| US Bancorp \de | 0.18% | Reduce -0.8% | 1,311,881 | $149.5M |
| PNC Financial Services Group, Inc. | 0.08% | Add +4.5% | 1,239,402 | $141.2M |
| Wells Fargo & Company | 0.03% | Reduce -3.0% | 1,156,764 | $131.8M |
| FMR LLC | 0.01% | Add +5.1% | 1,003,387 | $114.3M |
| Cetera Investment Advisers | 0.12% | Reduce -1.1% | 980,611 | $111.7M |
| UBS Group AG | 0.02% | Reduce -13.8% | 865,462 | $98.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -15.8% | 769,913 | $87.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.3% | 668,195 | $76.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +7.7% | 661,270 | $75.3M |
| Tiaa Trust, National Association | 0.17% | Add +2.8% | 640,754 | $73.0M |
| Focus Partners Wealth | 0.08% | Add +1.4% | 631,968 | $72.0M |
| Raymond James Financial Inc. | 0.02% | Add +7.0% | 623,927 | $71.1M |
| M&T Bank Corp | 0.22% | Reduce -2.4% | 592,013 | $67.4M |
| Bank of New York Mellon Corp | 0.01% | Add +45.3% | 552,175 | $62.9M |
| Quent Capital, LLC | 4.50% | Add +5.5% | 546,864 | $62.3M |
| Sanctuary Advisors, LLC | 0.34% | Add +117.6% | 539,068 | $61.4M |
| Sofi Wealth, LLC | 3.00% | Add +5.3% | 528,835 | $60.2M |
| AE Wealth Management LLC | 0.34% | Add +0.9% | 519,721 | $59.2M |
| Financial Synergies Wealth Advisors, Inc. | 5.34% | Add +3.6% | 485,342 | $55.3M |
| Moneta Group Investment Advisors LLC | 0.41% | Add +6.9% | 478,795 | $54.5M |
| FAS Wealth Partners, Inc. | 3.37% | Add +2.5% | 457,586 | $52.1M |
| Baker Avenue Asset Management, LP | 1.18% | Add +1.0% | 450,800 | $51.4M |
| Cary Street Partners Financial LLC | 1.27% | Add +41.3% | 450,701 | $51.3M |
| Beacon Pointe Advisors, LLC | 0.35% | Add +6.6% | 438,424 | $49.9M |
| Royal Bank of Canada | 0.01% | Reduce -3.3% | 437,864 | $49.9M |
| Dynasty Wealth Management, LLC | 0.49% | Reduce -23.9% | 434,249 | $49.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -15.5% | 428,119 | $48.8M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -8.3% | 408,287 | $46.5M |
| MML Investors Services, LLC | 0.11% | Reduce -13.9% | 390,383 | $44.5M |
| Koss-Olinger Consulting, LLC | 3.18% | Add +247.0% | 360,727 | $41.1M |
| Mariner, LLC | 0.05% | Reduce -6.2% | 348,430 | $39.7M |
| Natixis Advisors, LLC | 0.06% | Add +13.9% | 348,126 | $39.7M |
| Federation des caisses Desjardins du Quebec | 0.15% | Add +16769600.0% | 335,394 | $38.2M |
| Octavia Wealth Advisors, LLC | 3.54% | Add +6.0% | 325,165 | $37.0M |
| Corient Private Wealth LP | 0.05% | Add +22.1% | 318,230 | $36.3M |
| Bokf, NA | 0.55% | Add +5.5% | 316,764 | $36.1M |
| Osaic Holdings, Inc. | 0.05% | Reduce -28.6% | 297,439 | $33.9M |
| UMB Bank, n.a. | 0.44% | Add +10060.1% | 289,664 | $33.0M |
| NBT Bank, N.A. | 2.09% | Add +1.8% | 281,248 | $32.4M |
| Meridian Wealth Partners, LLC | 4.21% | Add +2.0% | 268,250 | $30.6M |
| Captrust Financial Advisors | 0.06% | Add +4.8% | 264,135 | $30.1M |
| Choreo, LLC | 0.36% | Add +4.5% | 248,791 | $28.5M |
| Bank of Montreal | 0.01% | Add +5.2% | 248,127 | $28.3M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -3.5% | 247,201 | $28.2M |
| Park Avenue Securities LLC | 0.22% | Reduce -44.3% | 232,614 | $26.5M |
| Itau Unibanco Holding S.A. | 0.63% | Reduce -17.8% | 225,826 | $25.7M |
| HighTower Advisors, LLC | 0.03% | Add +8.2% | 224,963 | $25.6M |
| Cresset Asset Management, LLC | 0.11% | Add +42.2% | 224,092 | $25.5M |
| Merit Financial Group, LLC | 0.19% | Add +36.1% | 211,861 | $24.1M |
| Lido Advisors, LLC | 0.09% | Add +5811.3% | 210,089 | $23.9M |
| Covenant Partners, LLC | 6.85% | Add +1.4% | 205,602 | $23.4M |
| Waller Financial Planning Group, Inc. | 5.04% | Add +282.5% | 199,115 | $22.7M |
| Cassaday & Co Wealth Management LLC | 0.48% | Reduce -1.3% | 197,944 | $22.5M |
| RTD Financial Advisors, Inc. | 2.69% | Reduce -2.7% | 193,560 | $22.1M |
| First National Bank of Omaha | 0.64% | New | 189,470 | $21.7M |
| Truist Financial Corp. | 0.03% | Add +2.4% | 190,005 | $21.6M |
| OneDigital Investment Advisors LLC | 0.21% | Reduce -4.6% | 185,598 | $21.1M |
| EP Wealth Advisors, LLC | 0.11% | — | 181,912 | $20.7M |
| Savvy Advisors, Inc. | 0.66% | Add +30.5% | 178,301 | $20.3M |
| Shakespeare Wealth Management, LLC | 4.43% | Add +2.4% | 176,025 | $20.1M |
| Jane Street Group, LLC | 0.02% | Reduce -7.2% | 173,279 | $19.7M |
| Cwm, LLC | 0.05% | Reduce -1.0% | 168,636 | $19.2M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -4.5% | 164,523 | $18.7M |
| Staley Capital Advisers Inc. | 0.77% | Add +3.3% | 164,092 | $18.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.33% | Add +0.8% | 163,118 | $18.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.2% | 153,034 | $18.1M |
| Baird Financial Group, Inc. | 0.03% | Add +3.1% | 158,454 | $18.1M |
| Stifel Financial Corp. | 0.02% | Reduce -11.5% | 154,084 | $17.6M |
| Creative Planning | 0.01% | Add +11.4% | 152,036 | $17.3M |
| MA Private Wealth | 2.87% | Reduce -7.5% | 150,767 | $17.2M |
| Pathstone Holdings, LLC | 0.07% | Reduce -22.1% | 149,563 | $17.0M |
| Johnson Investment Counsel Inc. | 0.14% | Add +8.9% | 148,873 | $17.0M |
| Seneca Financial Advisors LLC | 5.09% | Add +13.7% | 146,792 | $16.7M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -30.3% | 144,365 | $16.4M |
| Robinswood Financial LLC | 5.23% | Add +2.4% | 143,410 | $16.3M |
| Affinity Capital Advisors, LLC | 2.26% | Add +4.5% | 143,393 | $16.3M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -46.8% | 143,335 | $16.3M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +3.7% | 138,105 | $15.7M |
| Wakefield Asset Management LLLP | 4.24% | Reduce -2.3% | 137,148 | $15.6M |
| NewEdge Advisors, LLC | 0.06% | Reduce -40.4% | 134,703 | $15.3M |
| Rwa Wealth Partners, LLC | 0.15% | Reduce -0.1% | 123,571 | $14.1M |
| Prudential Financial Inc. | 0.02% | Reduce -0.7% | 123,403 | $14.1M |
| Waverly Advisors, LLC | 0.11% | Reduce -24.4% | 122,422 | $13.9M |
| Bedel Financial Consulting, Inc. | 1.50% | Add +0.4% | 122,227 | $13.9M |
| Kingdom Financial Group LLC. | 4.21% | Add +148.8% | 119,632 | $13.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -20.3% | 119,250 | $13.6M |
| Greenleaf Trust | 0.12% | Reduce -5.3% | 118,611 | $13.5M |
| Pinnacle Financial Partners, Inc. | 0.10% | — | 117,768 | $13.4M |
| Aventus Investment Advisors, Inc. | 10.77% | Add +3.3% | 116,604 | $13.3M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -48.8% | 115,588 | $13.2M |
| Checchi Capital Advisers, LLC | 0.89% | Reduce -0.0% | 114,480 | $13.0M |
| &partners | 0.07% | Add +4.6% | 111,822 | $12.7M |
| Farther Finance Advisors, LLC | 0.13% | Add +19.1% | 109,308 | $12.5M |
| Regimen Wealth, LLC | 3.60% | Add +0.9% | 107,914 | $12.3M |
| Cardinal Strategic Wealth Guidance | 3.21% | Reduce -22.8% | 107,748 | $12.3M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -10.1% | 102,199 | $11.7M |
| Trust Co. of Toledo NA | 1.13% | Add +10.1% | 100,294 | $11.4M |
| Foundations Investment Advisors, LLC | 0.15% | Reduce -0.8% | 99,781 | $11.4M |
| Ashton Thomas Private Wealth, LLC | 0.25% | Reduce -20.1% | 91,524 | $10.4M |
| Avior Wealth Management, LLC | 0.32% | Add +0.5% | 91,490 | $10.4M |
| Cerro Pacific Wealth Advisors LLC | 2.77% | Add +20.0% | 90,330 | $10.3M |
| Icon Wealth Advisors, LLC | 0.68% | Reduce -16.9% | 88,997 | $10.1M |
| Mill Creek Capital Advisors, LLC | 0.21% | Reduce -3.8% | 88,862 | $10.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -39.6% | 88,433 | $10.1M |
| Prosperity Consulting Group, LLC | 0.45% | Add +2.9% | 87,933 | $10.0M |
| Courier Capital LLC | 0.56% | Add +5.3% | 87,610 | $10.0M |
| Marks Group Wealth Management, Inc | 0.91% | Add +30.8% | 83,658 | $9.5M |
| LifeWealth Investments, LLC | 3.00% | Add +8.3% | 83,165 | $9.5M |
| Meeder Advisory Services, Inc. | 0.40% | Add +44.9% | 82,337 | $9.4M |
| Howard Bailey Securities, LLC | 3.69% | Add +4.9% | 82,112 | $9.4M |
| Blair William & Co. | 0.02% | Add +0.5% | 81,438 | $9.3M |
| Financial Life Advisors | 2.83% | Reduce -4.5% | 80,524 | $9.2M |
| Key Financial Inc | 1.66% | Add +1.4% | 79,902 | $9.1M |
| Lodestar Private Asset Management LLC | 0.91% | Reduce -29.6% | 79,549 | $9.1M |
| Eagle Strategies LLC | 1.15% | Add +7.7% | 79,274 | $9.0M |
| Integrity Alliance, Llc. | 0.33% | Reduce -52.3% | 79,069 | $9.0M |
| Fortis Capital Advisors, LLC | 1.33% | Add +5.6% | 78,975 | $9.0M |
| Belpointe Asset Management LLC | 0.33% | Add +5.6% | 78,975 | $9.0M |
| Cranbrook Wealth Management, LLC | 1.77% | Reduce -2.3% | 78,869 | $9.0M |
| Citigroup Inc. | 0.01% | Reduce -2.5% | 77,609 | $8.8M |
| Franklin Resources Inc. | 0.00% | Add +0.7% | 77,180 | $8.8M |
| Cerity Partners LLC | 0.01% | Reduce -5.0% | 74,527 | $8.5M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +24.9% | 72,881 | $8.3M |
| Wealthquest Corp | 0.62% | Add +12.0% | 72,595 | $8.3M |
| Client 1ST Advisory Group, LLC | 2.55% | Add +5.6% | 71,324 | $8.1M |
| Glenmede Trust Co. NA | 0.04% | — | 66,739 | $7.6M |
| Procyon Advisors, LLC | 0.37% | Add +163.4% | 66,305 | $7.6M |
| Commerce Bank | 0.04% | Add +0.6% | 65,211 | $7.4M |
| Eq LLC | 2.14% | Reduce -2.5% | 65,097 | $7.4M |
| Equitable Holdings, Inc. | 0.05% | Add +26.6% | 64,915 | $7.4M |
| Ancora Advisors LLC | 0.15% | Add +24.8% | 64,584 | $7.4M |
| Sagespring Wealth Partners, LLC | 0.13% | Reduce -60.9% | 262,188 | $7.3M |
| Pinnacle Wealth Planning Services, Inc. | 0.76% | Add +3.9% | 63,803 | $7.3M |
| Northern Trust Corp. | 0.00% | Add +2.2% | 63,468 | $7.2M |
| Parkside Financial Bank & Trust | 0.54% | Add +73.8% | 63,282 | $7.2M |
| Washington Trust Bank | 0.50% | Add +501.8% | 63,004 | $7.2M |
| CFS Investment Advisory Services, LLC | 0.52% | Reduce -13.7% | 62,382 | $7.1M |
| Arete Wealth Advisors, LLC | 0.48% | Add +3.1% | 61,438 | $7.0M |
| Keebeck Wealth Management | 0.80% | Reduce -12.6% | 60,619 | $6.9M |
| U.S. Capital Wealth Advisors, LLC | 0.18% | Add +3.2% | 59,454 | $6.8M |
| Forte Asset Management LLC | 3.07% | Reduce -5.2% | 59,404 | $6.8M |
| Jasper Ridge Partners, L.P. | 0.15% | No change | 59,403 | $6.8M |
| Sterling Capital Management LLC | 0.11% | Reduce -27.1% | 59,324 | $6.8M |
| Comerica Bank | 0.03% | Add +12.1% | 58,205 | $6.6M |
| Callan Family Office, LLC | 0.14% | Add +36.0% | 57,020 | $6.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +40.0% | 56,435 | $6.4M |
| Nicholas Hoffman & Company, LLC. | 0.15% | Add +0.1% | 56,363 | $6.4M |
| NorthRock Partners, LLC | 0.11% | Reduce -32.4% | 56,325 | $6.4M |
| White Pine Investment CO | 1.50% | Add +0.1% | 55,777 | $6.4M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +22.3% | 55,425 | $6.3M |
| Simplicity Wealth,LLC | 0.37% | Add +12.1% | 54,444 | $6.2M |
| Focus Financial Network, Inc. | 0.21% | Reduce -2.7% | 54,067 | $6.2M |
| Strategic Blueprint, LLC | 0.36% | Reduce -31.0% | 53,540 | $6.1M |
| Johnson Financial Group, Inc. | 0.23% | Reduce -8.4% | 53,062 | $6.0M |
| Smartleaf Asset Management LLC | 0.23% | Add +32.9% | 52,647 | $6.0M |
| One Wealth Advisors, LLC | 0.73% | Add +26.0% | 52,629 | $6.0M |
| J.W. Cole Advisors, Inc. | 0.14% | Add +9.9% | 56,479 | $5.9M |
| West Wealth Group, LLC | 1.22% | Add +7.4% | 51,709 | $5.9M |
| Norris Perne & French LLP | 0.39% | Add +4.3% | 51,513 | $5.9M |
| Personal Cfo Solutions, LLC | 0.93% | New | 51,249 | $5.8M |
| Revolve Wealth Partners, LLC | 0.68% | Reduce -1.0% | 51,102 | $5.8M |
| Austin Private Wealth, LLC | 0.43% | Reduce -41.1% | 50,154 | $5.7M |
| 1900 Wealth Management LLC | 0.37% | Reduce -4.6% | 50,024 | $5.7M |
| Kathmere Capital Management, LLC | 0.38% | Reduce -1.2% | 49,761 | $5.7M |
| Beam Wealth Advisors, Inc. | 1.53% | Add +6.2% | 49,074 | $5.6M |
| IHT Wealth Management, LLC | 0.13% | Reduce -23.1% | 48,079 | $5.5M |
| NewEdge Wealth, LLC | 0.06% | Add +1077.6% | 47,880 | $5.5M |
| Valmark Advisers, Inc. | 0.06% | Add +1.9% | 45,738 | $5.2M |
| BOK Financial Private Wealth, Inc. | 0.31% | Reduce -2.6% | 44,882 | $5.1M |
| CENTRAL TRUST Co | 0.10% | Reduce -4.9% | 44,172 | $5.0M |
| SOA Wealth Advisors, LLC. | 0.83% | Add +1.1% | 44,105 | $5.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -15.6% | 43,612 | $5.0M |
| Silvercrest Asset Management Group LLC | 0.03% | New | 43,296 | $4.9M |
| Meramec Financial Planners, LLC | 1.91% | — | 41,028 | $4.9M |
| Condor Capital Management | 0.39% | Reduce -3.5% | 42,809 | $4.9M |
| Ascent Group, LLC | 0.17% | Reduce -3.5% | 42,743 | $4.9M |
| Addison Capital Co | 1.22% | Add +59.6% | 42,731 | $4.9M |
| Dorsey & Whitney Trust CO LLC | 0.25% | No change | 42,199 | $4.8M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -2.1% | 42,004 | $4.8M |
| Neuberger Berman Group LLC | 0.00% | New | 41,791 | $4.8M |
| Mosley Wealth Management | 2.17% | — | 40,611 | $4.7M |
| Breakwater Capital Group | 0.65% | Reduce -10.3% | 41,115 | $4.7M |
| First Pacific Financial | 0.61% | Add +4.9% | 40,829 | $4.7M |
| Sterling Financial Planning, Inc. | 1.40% | Add +0.2% | 40,778 | $4.6M |
| SOL Capital Management CO | 0.42% | Add +4.1% | 40,770 | $4.6M |
| Consilio Wealth Advisors, LLC | 1.35% | Reduce -0.4% | 40,623 | $4.6M |
| Liberty Wealth Management LLC | 0.60% | Add +4.8% | 40,615 | $4.6M |
| Diversified Management Inc. | 1.07% | — | 40,349 | $4.6M |
| Fiduciary Trust Co | 0.05% | Reduce -1.1% | 39,778 | $4.5M |
| Harbor Group, Inc. | 0.67% | Add +1.1% | 39,490 | $4.5M |
| McAdam, LLC | 0.20% | Add +2.5% | 39,130 | $4.5M |
| Berger Financial Group, Inc | 0.26% | Add +6.3% | 38,670 | $4.4M |
| Hofer & Associates. Inc | 2.32% | Add +3.8% | 38,503 | $4.4M |
| Dominguez Wealth Management Solutions, Inc. | 2.63% | Add +5.3% | 37,764 | $4.3M |
| Sharkey, Howes & Javer | 0.55% | Reduce -10.5% | 37,723 | $4.3M |
| Yukon Wealth Management, Inc. | 2.46% | Reduce -6.3% | 36,230 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -13.1% | 37,274 | $4.2M |
| Geneos Wealth Management Inc. | 0.10% | Add +9.0% | 36,418 | $4.1M |
| Kickstand Ventures, Llc. | 0.87% | Reduce -1.3% | 36,189 | $4.1M |
| Journey Strategic Wealth LLC | 0.11% | Reduce -6.7% | 36,146 | $4.1M |
| Lanark Financial, Inc. | 0.31% | Add +6.2% | 35,710 | $4.1M |
| CoreCap Advisors, LLC | 0.14% | Reduce -13.3% | 35,477 | $4.0M |
| Sagace Wealth Management LLC | 2.73% | Reduce -1.8% | 35,272 | $4.0M |
| Omega Financial Group, LLC | 1.33% | Add +0.3% | 35,126 | $4.0M |
| Kingswood Wealth Advisors, LLC | 0.19% | Reduce -12.1% | 35,008 | $4.0M |
| CreativeOne Wealth, LLC | 0.10% | Add +0.3% | 34,888 | $4.0M |
| Mma Asset Management LLC | 1.41% | Reduce -1.2% | 34,772 | $4.0M |
| McKinley Carter Wealth Services, Inc. | 0.22% | Reduce -10.3% | 34,207 | $3.9M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -18.1% | 33,421 | $3.8M |
| Net Worth Advisory Group | 0.77% | Add +475.1% | 33,287 | $3.8M |
| Maia Wealth LLC | 0.64% | Reduce -23.6% | 30,769 | $3.7M |
| Hoxton Planning & Management, LLC | 1.10% | Reduce -7.0% | 32,292 | $3.7M |
| BankPlus Wealth Management LLC | 2.03% | Add +4.3% | 32,287 | $3.7M |
| Mutual Advisors, LLC | 0.08% | Reduce -14.8% | 32,198 | $3.7M |
| ShoreHaven Wealth Partners, LLC | 1.28% | Add +0.4% | 31,312 | $3.6M |
| Wealthspire Retirement, LLC | 0.22% | Reduce -3.4% | 31,296 | $3.6M |
| Angeles Investment Advisors, LLC | 0.23% | Add +75.8% | 30,610 | $3.5M |
| Atria Investments, Inc | 0.04% | Reduce -31.0% | 30,152 | $3.4M |
| Midwest Capital Advisors, LLC | 1.64% | Add +1028.7% | 29,977 | $3.4M |
| Forthright Family Wealth Advisory LLC | 2.14% | Reduce -2.0% | 29,846 | $3.4M |
| Cypress Wealth Services, LLC | 0.47% | Reduce -21.5% | 29,831 | $3.4M |
| Empire Life Investments Inc. | 0.19% | Reduce -29.6% | 29,800 | $3.4M |
| Quantinno Capital Management LP | 0.01% | Add +18.4% | 29,690 | $3.4M |
| Patten Group, Inc. | 0.61% | Reduce -5.0% | 29,078 | $3.3M |
| First Foundation Advisors | 0.12% | Add +11.4% | 29,018 | $3.3M |
| Mgo One Seven LLC | 0.07% | Reduce -1.1% | 28,786 | $3.3M |
| Savant Capital, LLC | 0.02% | Reduce -4.4% | 28,778 | $3.3M |
| Stock Yards Bank & Trust Co. | 0.10% | Add +52.0% | 28,493 | $3.2M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -44.3% | 28,271 | $3.2M |
| Disciplined Investments, LLC | 1.22% | Add +0.3% | 27,928 | $3.2M |
| JNBA Financial Advisors | 0.28% | Reduce -1.9% | 27,856 | $3.2M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -35.9% | 27,701 | $3.2M |
| Vise Technologies, Inc. | 0.06% | Add +61.1% | 27,482 | $3.1M |
| Flow Traders U.S. LLC | 0.10% | Reduce -96.3% | 27,338 | $3.1M |
| M1 Capital Management LLC | 1.30% | Reduce -8.6% | 27,273 | $3.1M |
| First American Trust, FSB | 0.21% | Add +5.3% | 27,097 | $3.1M |
| IFP Advisors, Inc | 0.07% | Reduce -19.3% | 27,091 | $3.1M |
| Keystone Financial Services | 0.93% | Reduce -66.2% | 26,988 | $3.1M |
| Wealthspire Advisors, LLC | 0.02% | Add +4.2% | 26,879 | $3.1M |
| Navellier & Associates Inc. | 0.34% | No change | 26,633 | $3.0M |
| Cary Street Partners Investment Advisory LLC | 0.82% | Add +6159.5% | 26,603 | $3.0M |
| TSA Wealth Managment LLC | 1.00% | Reduce -6.8% | 26,569 | $3.0M |
| Timmons Wealth Management, LLC | 2.95% | — | 26,332 | $3.0M |
| Affiance Financial, LLC | 0.48% | Reduce -0.2% | 26,274 | $3.0M |
| Concorde Asset Management, LLC | 1.18% | Reduce -1.4% | 25,970 | $3.0M |
| World Investment Advisors | 0.05% | Add +20.8% | 25,935 | $3.0M |
| Advus Financial Partners, LLC | 0.70% | Reduce -19.5% | 25,271 | $2.9M |
| Quotient Wealth Partners, LLC | 0.08% | Reduce -11.4% | 24,917 | $2.8M |
| Evoke Wealth, LLC | 0.05% | Add +20.0% | 24,873 | $2.8M |
| GTS Securities LLC | 0.10% | Add +921.8% | 24,554 | $2.8M |
| Ifrah Financial Services, Inc. | 0.72% | Reduce -0.7% | 24,465 | $2.8M |
| W Advisors, LLC | 1.39% | Reduce -4.7% | 24,199 | $2.8M |
| Sovran Advisors, LLC | 0.23% | Reduce -11.0% | 22,877 | $2.7M |
| Van Hulzen Asset Management, LLC | 0.20% | Reduce -67.8% | 23,785 | $2.7M |
| Carnegie Investment Counsel | 0.05% | Add +3.4% | 23,726 | $2.7M |
| American Financial & Tax Strategies Inc. | 1.34% | Reduce -13.9% | 23,606 | $2.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.5% | 23,488 | $2.7M |
| LiftPoint Family Wealth Advisors LLC | 2.28% | — | 23,412 | $2.7M |
| Renaissance Technologies | 0.00% | Add +185.4% | 23,400 | $2.7M |
| HSBC Holdings PLC | 0.00% | New | 23,338 | $2.7M |
| VestGen Advisors, LLC | 0.11% | Add +1.7% | 23,328 | $2.7M |
| Foundation Wealth Management, LLC | 1.82% | Reduce -4.4% | 23,116 | $2.6M |
| Watershed Private Wealth LLC | 0.79% | Add +4.4% | 23,092 | $2.6M |
| KMG Fiduciary Partners, LLC | 0.18% | Reduce -29.6% | 22,721 | $2.6M |
| Patton Albertson Miller Group, LLC | 0.30% | Reduce -17.8% | 22,688 | $2.6M |
| Integrity Advisory Solutions, LLC | 0.37% | Reduce -14.4% | 22,514 | $2.6M |
| Cahill Financial Advisors Inc. | 0.28% | Add +0.5% | 22,450 | $2.6M |
| Barden Capital Management, Inc. | 2.10% | Add +4.5% | 22,432 | $2.6M |
| Shum Financial Group, Inc. | 1.84% | Add +18.0% | 22,426 | $2.6M |
| TD Private Client Wealth LLC | 0.05% | Add +2.7% | 22,395 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +193.7% | 22,268 | $2.5M |
| InvesTrust | 0.96% | Add +17.7% | 21,745 | $2.5M |
| Key Capital Management, INC | 2.41% | — | 21,382 | $2.4M |
| Vance Wealth, LLC | 0.72% | Reduce -1.1% | 21,177 | $2.4M |
| Cornerstone Financial Management LLC | 2.25% | — | 21,046 | $2.4M |
| Avestar Capital, LLC | 0.16% | Reduce -2.9% | 21,025 | $2.4M |
| AQR Capital Management | 0.00% | Add +14.2% | 20,911 | $2.4M |
| Clear Creek Financial Management, LLC | 0.19% | Reduce -6.3% | 20,870 | $2.4M |
| Jacksonville Wealth Management, LLC | 1.67% | Add +3.5% | 20,761 | $2.4M |
| Verdence Capital Advisors LLC | 0.14% | Add +84.7% | 20,618 | $2.3M |
| D.A. Davidson & Co. | 0.01% | Add +0.7% | 20,511 | $2.3M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -1.0% | 20,432 | $2.3M |
| Tanglewood Wealth Management, Inc. | 0.21% | Reduce -1.3% | 20,372 | $2.3M |
| Stonebrook Private Inc. | 0.48% | Reduce -45.4% | 20,144 | $2.3M |
| Market Street Wealth Management Advisors LLC | 0.36% | Reduce -2.5% | 20,098 | $2.3M |
| ONE Advisory Partners, LLC | 0.69% | Reduce -8.8% | 19,983 | $2.3M |
| Summit Financial, LLC | 0.03% | Reduce -0.8% | 19,549 | $2.2M |
| One Capital Management, LLC | 0.07% | Add +13.7% | 19,390 | $2.2M |
| Compound Planning, Inc. | 0.06% | Reduce -26.7% | 19,256 | $2.2M |
| Flagship Harbor Advisors, LLC | 0.10% | Add +17.3% | 19,253 | $2.2M |
| Cannon Financial Strategists, Inc. | 0.30% | Add +0.5% | 19,114 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +5.8% | 19,002 | $2.2M |
| Oppenheimer & Co. Inc. | 0.03% | Add +1.4% | 18,833 | $2.1M |
| Embree Financial Group | 0.26% | Reduce -8.3% | 18,334 | $2.1M |
| Penobscot Investment Management Company, Inc. | 0.16% | Add +0.5% | 18,252 | $2.1M |
| MKD Wealth Coaches, LLC | 2.07% | Reduce -0.0% | 18,176 | $2.1M |
| Lansing Street Advisors | 0.53% | Reduce -45.6% | 17,976 | $2.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.57% | Add +23.7% | 17,947 | $2.0M |
| Global Retirement Partners, LLC | 0.04% | Reduce -3.4% | 17,909 | $2.0M |
| Visionary Wealth Advisors | 0.09% | Reduce -12.8% | 17,743 | $2.0M |
| Trust Point Inc. | 0.16% | Reduce -1.3% | 17,549 | $2.0M |
| ARK & TLK Investments, LLC | 0.55% | No change | 17,490 | $2.0M |
| Keel Point, LLC | 0.12% | Add +0.5% | 17,367 | $2.0M |
| Quadrature Capital Ltd | 0.02% | New | 17,322 | $2.0M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.45% | Reduce -0.3% | 17,204 | $2.0M |
| Axis Wealth Partners, LLC | 1.08% | Add +3.1% | 17,156 | $2.0M |
| Kilter Group LLC | 0.87% | Reduce -22.3% | 17,102 | $1.9M |
| WealthPlan Investment Management, LLC | 0.12% | Reduce -8.0% | 16,846 | $1.9M |
| Allegheny Financial Group | 0.28% | Add +2.7% | 16,845 | $1.9M |
| Apeiron RIA LLC | 0.39% | Reduce -50.9% | 15,974 | $1.9M |
| 5T Wealth, LLC | 0.76% | Reduce -8.6% | 16,694 | $1.9M |
| BlackRock, Inc. | 0.00% | Reduce -29.0% | 16,619 | $1.9M |
| Keystone Wealth Services, LLC | 0.40% | Reduce -3.0% | 16,619 | $1.9M |
| Claro Advisors Inc. | 0.26% | Reduce -35.2% | 16,480 | $1.9M |
| JB Capital LLC | 0.08% | Reduce -85.3% | 16,455 | $1.9M |
| Assetmark, Inc. | 0.00% | Add +4.7% | 16,452 | $1.9M |
| Spire Wealth Management | 0.06% | Add +4.7% | 16,390 | $1.9M |
| Centaurus Financial, Inc. | 0.09% | Add +0.1% | 16,370 | $1.9M |
| Clayton Financial Group LLC | 0.95% | Add +52.0% | 16,306 | $1.9M |
| RFG Advisory, LLC | 0.03% | Reduce -21.1% | 16,055 | $1.8M |
| Silver Oak Securities, Incorporated | 0.12% | Add +0.3% | 15,974 | $1.8M |
| Paladin Advisory Group, LLC | 1.33% | Add +1.2% | 16,034 | $1.8M |
| Principal Securities, Inc. | 0.03% | Reduce -5.8% | 15,757 | $1.8M |
| Sowell Financial Services LLC | 0.07% | Reduce -2.2% | 15,735 | $1.8M |
| AMG National Trust Bank | 0.04% | Add +14.3% | 15,734 | $1.8M |
| Eastern Bank | 0.03% | Reduce -11.6% | 15,719 | $1.8M |
| Stone Summit Wealth LLC | 0.48% | Add +4.6% | 15,609 | $1.8M |
| Strata Wealth Advisors, LLC | 0.49% | Add +0.0% | 15,478 | $1.8M |
| Private Wealth Asset Management, LLC | 0.19% | Add +0.8% | 15,386 | $1.8M |
| Trek Financial, LLC | 0.10% | Reduce -29.6% | 15,346 | $1.7M |
| Stone House Investment Management, LLC | 0.27% | Reduce -49.0% | 15,337 | $1.7M |
| Midwest Trust Co | 0.02% | Add +0.8% | 15,305 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.06% | Add +23.3% | 15,239 | $1.7M |
| Trustmark Bank Trust Department | 0.11% | No change | 15,059 | $1.7M |
| Ironwood Investment Counsel, LLC | 0.24% | Add +1.5% | 14,855 | $1.7M |
| Horst & Graben Wealth Management LLC | 0.26% | Reduce -37.7% | 14,842 | $1.7M |
| KM Capital Management Ltd. | 0.85% | Reduce -12.3% | 14,591 | $1.7M |
| LVW Advisors, LLC | 0.17% | Add +52.7% | 14,464 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -6.0% | 14,281 | $1.6M |
| Physician Wealth Advisors, Inc. | 0.22% | Reduce -39.4% | 14,175 | $1.6M |
| First Horizon Corp. | 0.07% | Add +0.1% | 14,143 | $1.6M |
| FWG Investments, LLC. | 1.02% | Reduce -0.1% | 14,083 | $1.6M |
| Brown Advisory Inc. | 0.00% | Reduce -2.8% | 14,027 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -69.1% | 13,950 | $1.6M |
| Paces Ferry Wealth Advisors, LLC | 0.64% | Reduce -3.5% | 13,829 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.4% | 13,781 | $1.6M |
| Mather Group, Llc. | 0.02% | Add +0.1% | 13,714 | $1.6M |
| Dynamic Financial Group | 1.33% | Add +2.4% | 13,709 | $1.6M |
| First Commonwealth Financial Corp | 0.26% | Reduce -51.2% | 13,705 | $1.6M |
| Arkadios Wealth Advisors | 0.03% | Add +8.9% | 13,636 | $1.6M |
| Pachira Investments Inc. | 0.76% | Add +1.6% | 13,635 | $1.6M |
| Gen-Wealth Partners Inc | 0.50% | Reduce -18.0% | 13,559 | $1.5M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -6.6% | 13,525 | $1.5M |
| Diversify Wealth Management, LLC | 0.07% | New | 12,935 | $1.5M |
| High Falls Advisors, Inc | 0.31% | Reduce -54.2% | 13,483 | $1.5M |
| Alliancebernstein L.P. | 0.00% | New | 13,442 | $1.5M |
| Valley National Advisers Inc. | 0.21% | Add +15.9% | 13,175 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.13% | Add +17.3% | 13,079 | $1.5M |
| Citizens Financial Group Inc. | 0.02% | No change | 13,041 | $1.5M |
| Rehmann Capital Advisory Group | 0.08% | Add +54.5% | 12,877 | $1.5M |
| APS Management Group, Inc. | 1.23% | Add +8.3% | 12,597 | $1.4M |
| Hardy Reed LLC | 0.10% | Reduce -6.8% | 12,520 | $1.4M |
| Duncan Williams Asset Management, LLC | 0.35% | Reduce -2.3% | 11,971 | $1.4M |
| Mechanics Bank Trust Department | 0.18% | Add +9.1% | 12,374 | $1.4M |
| Triad Wealth Partners, LLC | 0.13% | Add +2.9% | 12,310 | $1.4M |
| Venturi Wealth Management, LLC | 0.06% | Add +1.0% | 12,310 | $1.4M |
| Quadrant Private Wealth Management, LLC | 0.23% | Reduce -10.5% | 12,085 | $1.4M |
| Facet Wealth, Inc. | 0.02% | Reduce -11.2% | 11,439 | $1.4M |
| Sax Wealth Advisors, LLC | 0.06% | Reduce -1.8% | 11,748 | $1.3M |
| Brookstone Capital Management | 0.02% | Reduce -40.2% | 11,654 | $1.3M |
| Kovack Advisors, Inc. | 0.06% | Add +308.3% | 11,489 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +2.6% | 11,461 | $1.3M |
| Wingate Wealth Advisors, Inc. | 0.72% | Add +6.9% | 11,333 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Reduce -44.8% | 11,272 | $1.3M |
| Cardiff Park Advisors, LLC | 0.11% | Add +0.6% | 11,236 | $1.3M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -0.2% | 11,229 | $1.3M |
| SGL Investment Advisors, Inc. | 0.52% | Add +16.8% | 10,946 | $1.3M |
| Watchman Group, Inc. | 0.30% | Reduce -5.7% | 11,105 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +12.4% | 11,098 | $1.3M |
| Bison Wealth, LLC | 0.14% | Reduce -49.8% | 11,638 | $1.3M |
| Arcadia Wealth Management, LLC | 0.47% | Reduce -0.4% | 11,080 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Add +11.8% | 11,070 | $1.3M |
| Evolution Wealth Management Inc. | 1.04% | Add +70.5% | 11,054 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | No change | 11,053 | $1.3M |
| BTC Capital Management, Inc. | 0.09% | No change | 11,025 | $1.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.21% | Add +4.9% | 11,014 | $1.3M |
| Life Line Wealth Management LLC | 0.37% | Add +8.4% | 10,942 | $1.2M |
| Odyssey Capital Advisors, Inc. | 1.10% | — | 10,917 | $1.2M |
| Emergent Wealth Advisors, LLC | 0.70% | Reduce -23.4% | 10,859 | $1.2M |
| KPP Advisory Services LLC | 0.18% | Reduce -6.0% | 10,758 | $1.2M |
| Caliber Wealth Management, LLC / KS | 0.13% | Reduce -0.7% | 10,742 | $1.2M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.43% | Add +1110.5% | 10,737 | $1.2M |
| Keybank National Association | 0.00% | Reduce -9.6% | 10,730 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.15% | Reduce -15.4% | 10,729 | $1.2M |
| Arax Advisory Partners | 0.04% | New | 10,614 | $1.2M |
| WealthShield Partners, LLC | 0.13% | Reduce -52.2% | 10,547 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 10,449 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.03% | Add +3.2% | 10,423 | $1.2M |
| Shared Vision Wealth Group LLC | 0.48% | Reduce -23.2% | 9,874 | $1.2M |
| SageView Advisory Group, LLC | 0.04% | Add +0.3% | 10,398 | $1.2M |
| Verus Capital Partners, LLC | 0.08% | Reduce -20.5% | 10,281 | $1.2M |
| QRG Capital Management, Inc. | 0.01% | Add +0.8% | 10,269 | $1.2M |
| Balance Wealth Partners LLC | 0.37% | Reduce -3.7% | 10,232 | $1.2M |
| Evergreen Capital Management LLC | 0.03% | Add +11.0% | 10,112 | $1.2M |
| One Wealth Capital Management, LLC | 0.49% | Reduce -19.7% | 10,072 | $1.1M |
| Ieq Capital, LLC | 0.00% | Add +1.5% | 10,056 | $1.1M |
| Causey Wealth LLC | 0.51% | Reduce -4.7% | 9,893 | $1.1M |
| Mainstream Capital Management LLC | 0.74% | Reduce -9.7% | 9,885 | $1.1M |
| Canvas Wealth Advisors, LLC | 0.19% | Add +2.7% | 9,847 | $1.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.18% | Reduce -7.0% | 9,837 | $1.1M |
| Advocacy Wealth Management, LLC | 0.05% | Reduce -11.1% | 9,807 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +6.2% | 9,713 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -0.8% | 9,688 | $1.1M |
| Csenge Advisory Group | 0.05% | Reduce -14.1% | 9,582 | $1.1M |
| American State Bank (Iowa) | 0.52% | No change | 9,536 | $1.1M |
| Diversify Advisory Services, LLC | 0.03% | Reduce -56.3% | 9,036 | $1.1M |
| Latitude Advisors, LLC | 0.46% | Reduce -9.3% | 9,273 | $1.1M |
| Sherman Wealth Management LLC | 0.91% | — | 9,229 | $1.1M |
| Quest 10 Wealth Builders, Inc. | 0.94% | Add +1.5% | 9,204 | $1.0M |
| HB Wealth Management, LLC | 0.01% | Add +30.1% | 9,182 | $1.0M |
| Wealth Alliance, LLC | 0.10% | Reduce -41.0% | 9,182 | $1.0M |
| Calydon Capital | 0.18% | Add +1.6% | 9,162 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -80.7% | 9,112 | $1.0M |
| B.O.S.S. Retirement Advisors, LLC | 0.33% | Reduce -65.4% | 9,103 | $1.0M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -0.2% | 9,057 | $1.0M |
| Legacy Capital Wealth Partners, LLC | 0.22% | Reduce -0.4% | 9,010 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +19.4% | 8,995 | $1.0M |
| Luts & Greenleigh Group, Inc. | 0.87% | Add +1.3% | 8,992 | $1.0M |
| Cornerstone Wealth Advisors, Inc. | 0.24% | Reduce -0.1% | 8,958 | $1.0M |
| Synergy Investment Management, LLC | 0.36% | Add +22.7% | 8,946 | $1.0M |
| Sage Financial Group Inc. | 0.07% | Reduce -0.6% | 8,936 | $1.0M |
| Jacobi Capital Management LLC | 0.06% | Reduce -3.9% | 8,919 | $1.0M |
| Unique Wealth, LLC | 0.14% | Reduce -83.5% | 8,919 | $1.0M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -6.2% | 8,859 | $1.0M |
| Asempa Wealth Advisors | 0.87% | — | 8,847 | $1.0M |
| Morris Financial Concepts, Inc. | 0.35% | Add +1.3% | 8,800 | $1.0M |
| Diversified Enterprises, LLC | 0.06% | Reduce -9.5% | 8,792 | $1.0M |
| Firethorn Wealth Partners, LLC | 0.37% | Reduce -31.1% | 8,712 | $992K |
| Gotham Asset Management | 0.00% | Add +22.9% | 8,556 | $975K |
| Lantz Financial LLC | 0.20% | Reduce -32.1% | 8,492 | $967K |
| Retirement Wealth Solutions LLC | 0.61% | Reduce -14.8% | 8,492 | $967K |
| OMNI 360 Wealth, Inc. | 0.49% | Reduce -37.4% | 8,078 | $960K |
| Cibc World Market Inc. | 0.00% | Reduce -4.4% | 8,389 | $956K |
| Readystate Asset Management LP | 0.07% | New | 8,385 | $955K |
| Brookwood Investment Group LLC | 0.12% | Reduce -13.4% | 8,381 | $955K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +0.1% | 8,373 | $954K |
| Mycio Wealth Partners, LLC | 0.20% | Add +1.6% | 8,372 | $954K |
| James J. Burns & Company, LLC | 0.13% | Add +0.0% | 8,143 | $928K |
| Parallel Advisors, LLC | 0.02% | Reduce -1.8% | 8,072 | $920K |
| Milestone Investment Advisors LLC | 0.22% | No change | 8,029 | $915K |
| Dentgroup LLC | 0.62% | Add +8.2% | 7,963 | $907K |
| James Investment Research, Inc. | 0.10% | Add +8.1% | 7,897 | $900K |
| Signal Advisors Wealth, LLC | 0.07% | Reduce -22.0% | 7,833 | $892K |
| National Bank of Canada | 0.00% | Add +689.5% | 7,784 | $887K |
| Collective Family Office LLC | 0.20% | Reduce -6.7% | 7,700 | $877K |
| PFG Advisors | 0.04% | Reduce -72.7% | 7,694 | $877K |
| Palisade Asset Management, LLC | 0.09% | No change | 7,684 | $875K |
| Regal Investment Advisors LLC | 0.05% | Reduce -43.3% | 7,684 | $875K |
| Fragasso Financial Advisors Inc | 0.05% | Add +0.2% | 7,670 | $874K |
| Prospera Financial Services Inc | 0.01% | Reduce -12.3% | 7,629 | $870K |
| Targeted Financial Services LLC | 0.74% | — | 7,554 | $861K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.10% | — | 7,515 | $856K |
| Taylor & Morgan Wealth Management, LLC | 0.47% | Add +1.6% | 7,439 | $847K |
| GGM Financial LLC | 0.41% | Add +8.0% | 7,413 | $844K |
| Copia Wealth Management | 0.60% | Add +0.6% | 7,409 | $844K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Add +7.4% | 7,380 | $841K |
| Signet Financial Management, LLC | 0.09% | Add +2.1% | 7,351 | $837K |
| Klingman & Associates, LLC | 0.04% | New | 7,325 | $834K |
| BIP Wealth, LLC | 0.03% | Reduce -0.7% | 7,308 | $833K |
| Ewa, LLC | 0.20% | Add +0.2% | 7,166 | $816K |
| Noble Family Wealth, LLC | 0.17% | No change | 7,160 | $816K |
| MAI Capital Management | 0.00% | Add +56.7% | 7,039 | $802K |
| Macroview Investment Management LLC | 0.55% | Add +0.7% | 7,011 | $799K |
| Blue Trust, Inc. | 0.01% | Reduce -48.3% | 6,947 | $791K |
| RCS Financial Planning, LLC | 0.34% | Reduce -12.2% | 6,939 | $791K |
| Composition Wealth, LLC | 0.01% | Reduce -0.7% | 6,884 | $784K |
| Northland Securities, Inc. | 0.75% | — | 6,831 | $778K |
| Americana Partners, LLC | 0.02% | Reduce -0.6% | 6,719 | $765K |
| Sigma Planning Corp | 0.02% | Reduce -1.9% | 6,696 | $763K |
| Cambient Family Office, LLC | 0.11% | — | 6,674 | $760K |
| Rockland Trust Co. | 0.03% | No change | 6,662 | $759K |
| Godfrey Financial Associates, Inc. | 0.65% | — | 6,637 | $756K |
| Bluedoor Private Wealth, LLC | 0.35% | — | 6,625 | $755K |
| Vision Retirement, LLC | 0.20% | — | 6,618 | $754K |
| Advyzon Investment Management, LLC | 0.09% | Add +206.2% | 6,610 | $753K |
| Centerline Wealth Advisors, LLC | 0.27% | Reduce -79.2% | 6,606 | $753K |
| Stage Harbor Financial, LLC | 0.50% | Add +195.1% | 6,542 | $745K |
| LMCG Investments, LLC | 0.04% | Add +1.8% | 6,463 | $736K |
| IFG Advisory, LLC | 0.03% | Reduce -3.5% | 6,456 | $735K |
| Central Pacific Bank - Trust Division | 0.09% | New | 6,450 | $735K |
| WASHINGTON TRUST Co | 0.02% | No change | 6,386 | $727K |
| HRC Wealth Management, LLC | 0.35% | Add +3.7% | 6,364 | $725K |
| Beacon Financial Planning, Inc. | 0.35% | Add +21.3% | 6,348 | $723K |
| Golden State Wealth Management, LLC | 0.08% | Reduce -6.1% | 6,294 | $717K |
| Confluence Wealth Services, Inc. | 0.03% | Add +0.9% | 6,262 | $713K |
| First Citizens Financial Corp | 0.35% | Add +0.2% | 6,252 | $712K |
| Town Capital LLC | 0.58% | — | 6,236 | $710K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -45.8% | 6,232 | $710K |
| Bridges Investment Management Inc. | 0.01% | No change | 6,224 | $709K |
| SMART Wealth LLC | 0.21% | Add +24.6% | 6,119 | $697K |
| UNIVEST FINANCIAL Corp | 0.04% | Add +0.7% | 6,091 | $694K |
| SilverOak Wealth Management LLC | 0.11% | Add +231.4% | 6,078 | $692K |
| FLP Wealth Management, LLC | 1.63% | Add +16.9% | 6,054 | $690K |
| Hutchens & Kramer Investment Management Group, LLC | 0.24% | Reduce -12.7% | 6,020 | $686K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 6,003 | $684K |
| Bayban | 0.60% | — | 5,997 | $683K |
| Schneider Downs Wealth Management Advisors, LP | 0.08% | Add +1.5% | 5,970 | $680K |
| Cypress Capital Group | 0.08% | No change | 5,962 | $679K |
| Endeavor Private Wealth, Inc. | 0.19% | Reduce -76.5% | 5,945 | $677K |
| Davis Wealth Advisors, LLC | 0.56% | Reduce -26.2% | 5,916 | $674K |
| BlackDiamond Wealth Management, LLC | 0.33% | Reduce -50.8% | 5,532 | $672K |
| BridgePort Financial Solutions, LLC | 0.18% | Reduce -28.6% | 5,889 | $671K |
| ASL Financial, LLC | 0.53% | — | 5,877 | $670K |
| Financial Perspectives, Inc | 0.18% | Add +36.1% | 5,861 | $668K |
| Benjamin Edwards Inc. | 0.01% | Reduce -5.2% | 5,859 | $667K |
| StoneX Group Inc. | 0.03% | Reduce -3.8% | 5,858 | $667K |
| Evercore Wealth Management, LLC | 0.01% | No change | 5,802 | $661K |
| Hazlett, Burt & Watson, Inc. | 0.21% | Add +33.6% | 5,783 | $659K |
| Pallas Capital Advisors LLC | 0.02% | No change | 5,771 | $657K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Reduce -6.6% | 5,739 | $654K |
| Stokes Family Office, LLC | 0.06% | Add +23.0% | 5,591 | $637K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3469.2% | 5,568 | $634K |
| Ehrlich Financial Group | 0.36% | Reduce -64.2% | 5,565 | $634K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.8% | 5,523 | $629K |
| Modern Wealth Management, LLC | 0.01% | Reduce -21.9% | 5,521 | $629K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -32.2% | 5,520 | $629K |
| Tassel Capital Management, Inc. | 0.38% | Add +52.0% | 5,515 | $628K |
| Cornerstone Planning Group LLC | 0.10% | Reduce -1.2% | 5,208 | $627K |
| Montecito Bank & Trust | 0.10% | No change | 5,499 | $626K |
| Centennial Advisors, LLC | 0.81% | — | 5,466 | $623K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 5,450 | $621K |
| Polaris Investment Advisors, LLC | 0.45% | — | 5,442 | $620K |
| Spectrum Planning & Advisory Services Inc. | 0.32% | Reduce -32.2% | 5,398 | $615K |
| Core Wealth Advisors, LLC | 0.48% | — | 5,383 | $613K |
| MIdWestOne Financial Group, Inc. | 0.07% | Reduce -8.2% | 5,365 | $611K |
| Betterment LLC | 0.00% | Add +7.5% | 5,353 | $610K |
| Fulton Bank, N.A. | 0.02% | Add +52.8% | 5,327 | $607K |
| Alerus Financial NA | 0.03% | Reduce -0.2% | 5,326 | $607K |
| True Vision MN LLC | 0.31% | Reduce -29.7% | 5,309 | $605K |
| Kelman-Lazarov, Inc. | 0.09% | No change | 5,295 | $603K |
| Decker Retirement Planning Inc. | 0.30% | Add +8.5% | 5,288 | $602K |
| Pointe Capital Management LLC | 0.30% | Add +12.1% | 5,269 | $600K |
| Centurion Wealth Management LLC | 0.13% | Reduce -12.9% | 5,266 | $600K |
| Independence Bank of Kentucky | 0.07% | Add +3.1% | 5,266 | $600K |
| Narus Financial Partners, LLC | 0.16% | Add +0.3% | 5,239 | $597K |
| Choate Investment Advisors | 0.01% | No change | 5,148 | $586K |
| Daybright Advisory Services, Inc. | 0.16% | — | 5,130 | $584K |
| DRW Securities, LLC | 0.04% | No change | 5,116 | $583K |
| Cooper Financial Group | 0.06% | Reduce -15.1% | 5,070 | $578K |
| Jordan Park Group LLC | 0.03% | Add +8.0% | 5,051 | $575K |
| Faithward Advisors, LLC | 0.08% | Add +29.2% | 5,041 | $574K |
| Stephens Inc. | 0.01% | Reduce -0.8% | 5,030 | $573K |
| Gables Capital Management Inc. | 0.24% | No change | 5,007 | $570K |
| Madden Advisory Services, Inc. | 0.23% | Add +53.8% | 5,000 | $570K |
| Rothschild Wealth LLC | 0.05% | Reduce -91.0% | 4,978 | $567K |
| Private Trust Co. NA | 0.05% | Reduce -20.6% | 4,954 | $564K |
| Lloyd Advisory Services, LLC. | 0.22% | Reduce -8.5% | 4,943 | $563K |
| Integrated Advisors Network LLC | 0.02% | Reduce -24.9% | 4,921 | $561K |
| Sound Financial Strategies Group, LLC | 0.39% | Add +0.1% | 4,874 | $555K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.3% | 4,597 | $549K |
| SCS Capital Management LLC | 0.01% | Reduce -11.1% | 4,800 | $547K |
| Harbour Capital Advisors, LLC | 0.11% | Add +1.1% | 4,681 | $539K |
| Beacon Financial Group | 0.05% | Reduce -9.4% | 4,723 | $538K |
| Larson Financial Group LLC | 0.02% | Reduce -21.3% | 4,715 | $537K |
| Koshinski Asset Management, Inc. | 0.03% | Add +0.3% | 4,651 | $530K |
| Bogart Wealth, LLC | 0.02% | Add +4.8% | 4,638 | $528K |
| Athena Investment Management | 0.27% | No change | 4,619 | $526K |
| Fisher Asset Management | 0.00% | Add +103.6% | 4,618 | $526K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +11.5% | 4,614 | $526K |
| Harbour Investments, Inc. | 0.01% | Reduce -28.6% | 4,574 | $521K |
| Two West Capital Advisors LLC | 0.30% | Reduce -28.2% | 4,571 | $521K |
| Alongside, LLC | 0.17% | — | 4,561 | $520K |
| Tempus Wealth Planning, LLC | 0.12% | Reduce -12.1% | 4,478 | $510K |
| Leisure Capital Management | 0.17% | No change | 4,477 | $510K |
| Plancorp, LLC | 0.02% | Reduce -2.1% | 4,470 | $509K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -0.9% | 4,459 | $508K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -27.4% | 4,446 | $506K |
| Moneco Advisors, LLC | 0.04% | Add +0.1% | 4,442 | $506K |
| Old National Bancorp | 0.01% | Reduce -5.5% | 4,441 | $506K |
| Elevated Financial Group LLC | 0.17% | — | 4,354 | $496K |
| Peterson Wealth Advisors, LLC | 0.07% | Add +39.9% | 4,341 | $495K |
| LifePlan Investment Advisors, Inc. | 0.20% | Add +25.3% | 4,302 | $490K |
| FFG Retirement Advisors LLC | 0.30% | Reduce -72.4% | 4,282 | $488K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -0.1% | 4,253 | $485K |
| Independent Financial Group, LLC | 0.01% | Reduce -13.2% | 4,218 | $480K |
| DGS Capital Management, LLC | 0.08% | Reduce -0.3% | 4,202 | $479K |
| Hickory Point Bank & Trust | 0.34% | No change | 4,174 | $476K |
| Sheets Smith Wealth Management | 0.05% | Reduce -2.5% | 4,160 | $474K |
| Quartz Partners, LLC | 0.17% | Reduce -1.0% | 4,091 | $466K |
| Hyundai Investments Co., Ltd. | 0.45% | New | 4,037 | $462K |
| Elevated Capital Advisors, LLC | 0.11% | Add +1.3% | 4,052 | $462K |
| Independent Advisor Alliance | 0.01% | Add +44.4% | 4,048 | $461K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -23.1% | 4,040 | $460K |
| Droms Strauss Advisors Inc. /Mo/ | 0.12% | Add +17.3% | 3,986 | $454K |
| Pines Wealth Management, LLC | 0.15% | Add +4.1% | 3,945 | $449K |
| MainStreet Investment Advisors LLC | 0.06% | Reduce -1.6% | 3,901 | $444K |
| Hilltop National Bank | 0.11% | No change | 3,875 | $441K |
| Unified Investment Management | 0.45% | No change | 3,868 | $441K |
| Associated Banc-Corp | 0.01% | Reduce -35.0% | 3,821 | $435K |
| Kestra Investment Management, LLC | 0.01% | Reduce -97.1% | 3,759 | $428K |
| Wolff Financial Management LLC | 0.10% | Add +0.4% | 3,749 | $427K |
| Diversified Trust Co. | 0.01% | No change | 3,747 | $427K |
| Balentine LLC | 0.02% | No change | 3,731 | $425K |
| Integrated Wealth Management | 0.48% | — | 3,712 | $423K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 3,687 | $420K |
| BCS Wealth Management | 0.04% | Add +100.0% | 3,682 | $419K |
| Urban Financial Advisory Corp | 0.16% | Add +1.6% | 3,681 | $419K |
| Guidance Point Advisors, LLC | 0.10% | No change | 3,663 | $417K |
| Summit Financial Strategies, Inc. | 0.03% | Add +12.0% | 3,662 | $417K |
| Aspiriant, LLC | 0.01% | Add +93.9% | 3,660 | $417K |
| Fermata Advisors, LLC | 0.10% | Add +0.0% | 3,622 | $413K |
| Midwest Heritage Bank, FSB | 0.14% | Reduce -6.3% | 3,622 | $413K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,615 | $412K |
| Busey Bank | 0.01% | New | 3,606 | $411K |
| Aspen Wealth Management LLC | 0.09% | No change | 3,582 | $408K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -0.1% | 3,576 | $407K |
| Doliver Advisors, LP | 0.10% | Reduce -2.1% | 3,570 | $407K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 3,510 | $400K |
| Western Wealth Management, LLC | 0.02% | Reduce -7.0% | 3,505 | $399K |
| Evanson Asset Management, LLC | 0.02% | Add +1.6% | 3,482 | $397K |
| Elevation Wealth Management LLC | 0.38% | — | 3,479 | $396K |
| Milestone Asset Management Group, LLC | 0.22% | Add +3.0% | 3,434 | $391K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,424 | $390K |
| HUB Investment Partners, LLC | 0.01% | Add +0.5% | 3,374 | $384K |
| Legacy Edge Advisors, LLC | 0.04% | Reduce -4.4% | 3,365 | $383K |
| Redwood Investment Management, LLC | 0.04% | Reduce -81.4% | 3,359 | $383K |
| Aspire Capital Advisors LLC | 0.09% | No change | 3,355 | $382K |
| CGN Advisors LLC | 0.03% | Reduce -1.4% | 3,352 | $382K |
| Hobart Private Capital, LLC | 0.07% | Add +0.3% | 3,340 | $380K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -1.6% | 3,333 | $380K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 3,331 | $379K |
| Opal Wealth Advisors, LLC | 0.10% | New | 3,304 | $376K |
| TD Capital Management LLC | 0.03% | Add +1.4% | 3,301 | $376K |
| Lifelong Wealth Advisors, Inc. | 0.10% | Reduce -87.7% | 3,298 | $376K |
| Westfuller Advisors, LLC | 0.15% | No change | 3,292 | $375K |
| Conning Inc. | 0.01% | No change | 3,255 | $371K |
| Ledyard National Bank | 0.03% | No change | 3,238 | $369K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.9% | 3,238 | $369K |
| Waldron Private Wealth LLC | 0.01% | No change | 3,234 | $368K |
| Inspire Advisors, LLC | 0.03% | Add +28.2% | 3,231 | $368K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -14.4% | 3,218 | $367K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -11.2% | 3,209 | $366K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 3,208 | $365K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -2.6% | 3,201 | $365K |
| Triangle Securities Wealth Management | 0.08% | Add +21.9% | 3,201 | $365K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.8% | 3,178 | $362K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 3,174 | $362K |
| Pettinga Financial Advisors LLC | 0.07% | Reduce -21.7% | 3,143 | $358K |
| DAVENPORT & Co LLC | 0.00% | Reduce -17.1% | 3,080 | $351K |
| Vident Advisory, LLC | 0.00% | Reduce -17.2% | 3,079 | $351K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -0.5% | 3,059 | $348K |
| Highland Capital Management, LLC | 0.02% | Reduce -25.9% | 3,056 | $348K |
| Archer Investment Management, LLC | 0.18% | New | 3,005 | $342K |
| FineMark National Bank & Trust | 0.01% | Add +9.8% | 2,992 | $341K |
| Chatterton & Associates Inc. | 0.29% | — | 2,970 | $338K |
| Allworth Financial LP | 0.00% | Reduce -1.9% | 2,968 | $338K |
| Wedmont Private Capital | 0.01% | Add +0.1% | 2,869 | $338K |
| Lane Brothers & Co. Inc. | 0.24% | — | 2,922 | $333K |
| A4 Wealth Advisors LLC | 0.29% | Add +4.7% | 2,921 | $333K |
| Charter Research & Investment Group, Inc. | 0.22% | Add +11.9% | 2,907 | $331K |
| Fortress Financial Group, LLC | 0.24% | No change | 2,894 | $330K |
| Security Financial Services, INC. | 0.05% | Reduce -0.8% | 2,886 | $329K |
| Interchange Capital Partners, LLC | 0.06% | Reduce -38.6% | 2,875 | $327K |
| Fifth Third Bancorp | 0.00% | Add +39.6% | 2,874 | $327K |
| Bessemer Group Inc. | 0.00% | Add +145.3% | 2,870 | $327K |
| Theory Financial LLC | 0.11% | Reduce -4.6% | 2,720 | $327K |
| Beacon Financial Advisory LLC | 0.08% | Reduce -22.3% | 2,856 | $325K |
| Novus Advisors, LLC | 0.73% | Reduce -7.6% | 2,852 | $325K |
| Flputnam Investment Management Co. | 0.00% | No change | 2,851 | $325K |
| Bedminster, LLC | 0.30% | — | 2,848 | $324K |
| Stephen J. Garry & Associates, LLC | 0.26% | No change | 2,840 | $324K |
| Heritage Family Offices, LLP | 0.15% | Reduce -26.8% | 2,825 | $322K |
| Sutton Place Investors LLC | 0.18% | Reduce -40.3% | 2,821 | $321K |
| Ascentis Wealth Management, LLC | 0.08% | Add +1.4% | 2,786 | $318K |
| Hurlow Wealth Management Group, Inc. | 0.08% | Add +44.4% | 2,787 | $317K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -82.6% | 2,725 | $310K |
| Trust Co. of Vermont | 0.01% | Add +5.1% | 2,719 | $310K |
| BCU Wealth Advisors, LLC | 0.12% | Reduce -29.4% | 2,677 | $305K |
| Advisory Alpha, LLC | 0.01% | Reduce -57.4% | 2,677 | $305K |
| FLC Capital Advisors | 0.06% | No change | 2,671 | $304K |
| Haverford Trust Co | 0.00% | Add +7.2% | 2,667 | $304K |
| Auxano Advisors, LLC | 0.06% | New | 2,657 | $303K |
| Legacy Wealth Asset Management, LLC | 0.07% | Add +2.5% | 2,652 | $302K |
| Focused Alpha, LLC | 0.09% | — | 2,633 | $300K |
| Hopwood Nicholas Hunter | 0.10% | — | 2,630 | $300K |
| Cortland Associates Inc. | 0.04% | No change | 2,614 | $298K |
| Aspire Private Capital, LLC | 0.07% | Reduce -33.8% | 2,600 | $296K |
| Madison Wealth Partners, Inc | 0.05% | Add +0.7% | 2,580 | $294K |
| Twin Focus Capital Partners, LLC | 0.03% | Reduce -4.5% | 2,572 | $293K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -51.7% | 2,565 | $292K |
| Orin Green Financial, LLC | 0.12% | No change | 2,563 | $292K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 2,534 | $289K |
| ERn Financial, LLC | 0.05% | Add +0.8% | 2,523 | $287K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -16.8% | 2,506 | $286K |
| Clarius Group, LLC | 0.02% | No change | 2,505 | $285K |
| Provenance Wealth Advisors, LLC | 0.03% | Reduce -5.3% | 2,504 | $285K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -27.5% | 2,500 | $285K |
| Synergy Financial Group, LTD | 0.20% | No change | 2,473 | $282K |
| Altfest L J & Co. Inc. | 0.03% | No change | 2,473 | $282K |
| Bonfire Financial | 0.21% | No change | 2,468 | $281K |
| My Personal CFO, LLC | 0.12% | New | 2,447 | $279K |
| Vanguard Group Inc. | 0.00% | Reduce -9.0% | 2,445 | $279K |
| Networth Advisors, LLC | 0.20% | — | 2,437 | $278K |
| Rosenberg Matthew Hamilton | 0.06% | Reduce -44.6% | 2,433 | $277K |
| Global Wealth Strategies & Associates | 0.07% | No change | 2,422 | $276K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | Add +0.5% | 2,416 | $275K |
| Clear Retirement Advice LLC | 0.21% | — | 2,331 | $275K |
| Walkner Condon Financial Advisors LLC | 0.04% | No change | 2,395 | $273K |
| Rossby Financial, LCC | 0.09% | Add +0.3% | 2,377 | $271K |
| Fonville Wealth Management LLC | 0.06% | No change | 2,375 | $271K |
| Goldstein Advisors, LLC | 0.03% | Reduce -3.9% | 2,372 | $270K |
| Yoffe Investment Management, LLC | 0.34% | No change | 2,358 | $269K |
| Vantage Financial Partners, LLC | 0.05% | Add +0.8% | 2,357 | $269K |
| Oakworth Capital, Inc. | 0.01% | No change | 2,355 | $268K |
| Cedarwood Wealth LLC | 0.30% | — | 2,225 | $267K |
| Intrua Financial, LLC | 0.03% | New | 2,336 | $266K |
| Modera Wealth Management, LLC | 0.00% | Reduce -9.4% | 2,333 | $266K |
| Uptick Partners, LLC | 0.06% | Reduce -4.5% | 2,325 | $265K |
| Maridea Wealth Management LLC | 0.04% | Add +7.9% | 2,304 | $262K |
| Bernicke Wealth Management, Ltd. | 0.03% | — | 2,283 | $260K |
| Midland Wealth Advisors, LLC | 0.01% | No change | 2,280 | $260K |
| Walleye Partners, LLC | 0.29% | — | 2,265 | $258K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 2,260 | $257K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 2,259 | $257K |
| Freestone Capital Holdings, LLC | 0.01% | Add +16.9% | 2,254 | $257K |
| American Trust | 0.02% | Reduce -15.5% | 2,245 | $256K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -23.0% | 2,240 | $255K |
| Ridgeline Wealth, LLC | 0.18% | Reduce -40.3% | 2,235 | $255K |
| Baker Tilly Wealth Management, LLC | 0.06% | New | 2,218 | $253K |
| Beacon Bridge Wealth Partners, LLC | 0.08% | Reduce -92.5% | 2,210 | $252K |
| Retirement Solution LLC | 0.06% | Reduce -11.4% | 2,190 | $249K |
| Daviman Financial, LLC | 0.15% | — | 2,188 | $249K |
| Creative Financial Designs Inc. | 0.02% | Reduce -70.7% | 2,186 | $249K |
| Foster Group, Inc. | 0.01% | Reduce -26.8% | 2,164 | $246K |
| Channel Wealth LLC | 0.06% | Reduce -4.0% | 2,162 | $246K |
| Sound Income Strategies, LLC | 0.01% | Reduce -66.7% | 2,053 | $245K |
| Matrix Private Capital Group LLC | 0.12% | Add +2.4% | 2,144 | $244K |
| Financial Partners Group, Inc | 0.03% | Reduce -1.2% | 2,051 | $244K |
| Neumann Capital Management, LLC | 0.07% | No change | 2,125 | $242K |
| CRA Financial Services, LLC | 0.03% | No change | 2,125 | $242K |
| American National Bank & Trust | 0.02% | No change | 2,118 | $241K |
| Patten & Patten Inc. | 0.01% | Add +1.2% | 2,111 | $240K |
| Essex Bank | 0.05% | Reduce -14.6% | 2,111 | $240K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -86.6% | 2,103 | $240K |
| PFG Investments, LLC | 0.01% | Add +14.7% | 2,094 | $239K |
| Global View Capital Management LLC | 0.04% | Reduce -0.5% | 2,091 | $238K |
| TritonPoint Partners, LLC | 0.13% | — | 2,069 | $236K |
| Tailwinds Wealth, LLC | 0.25% | — | 2,066 | $235K |
| Atlatl Advisers LLC | 0.09% | Add +10.0% | 2,060 | $235K |
| DecisionMap Wealth Management, LLC | 0.14% | Reduce -0.5% | 2,056 | $234K |
| Commonwealth Financial Services, LLC | 0.04% | Reduce -7.3% | 2,054 | $234K |
| Cedar Point Capital Partners, LLC | 0.15% | New | 2,050 | $233K |
| Community Financial Services Group, LLC | 0.04% | No change | 2,033 | $232K |
| Keyvantage Wealth, LLC | 0.10% | Reduce -4.9% | 2,023 | $230K |
| Able Wealth Management LLC | 0.07% | New | 2,019 | $230K |
| Kelly Financial Group LLC | 0.06% | Reduce -6.9% | 2,007 | $229K |
| Unify Financial Advisors | 0.24% | — | 2,007 | $229K |
| Accretive Wealth Partners, LLC | 0.07% | Reduce -2.0% | 1,992 | $227K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -58.6% | 1,979 | $225K |
| Avaii Wealth Management, LLC | 0.08% | Reduce -0.1% | 1,975 | $225K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 1,967 | $224K |
| JGP Wealth Management, LLC | 0.02% | New | 1,958 | $223K |
| Total Wealth Planning, LLC | 0.48% | Reduce -91.2% | 1,952 | $222K |
| Curtis Wealth Management LLC | 0.19% | — | 1,848 | $222K |
| Venture Visionary Partners LLC | 0.01% | New | 1,948 | $222K |
| Alterna Wealth Management, Inc. | 0.18% | Reduce -2.5% | 1,946 | $222K |
| BAM Wealth Management, LLC | 0.16% | Reduce -14.6% | 1,937 | $221K |
| NorthLanding Financial Partners, LLC | 0.17% | No change | 1,900 | $216K |
| XML Financial, LLC | 0.02% | Add +1.6% | 1,899 | $216K |
| Journey Beyond Wealth, LLC | 0.17% | Reduce -1.3% | 1,899 | $216K |
| Krilogy Financial LLC | 0.01% | Reduce -19.5% | 1,790 | $215K |
| Blalock Williams, LLC | 0.17% | Reduce -58.4% | 1,883 | $215K |
| Shufro Rose & Co. LLC | 0.01% | New | 1,880 | $214K |
| Professional Financial Advisors, LLC | 0.04% | Add +5.9% | 1,879 | $214K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -11.2% | 1,864 | $212K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,852 | $211K |
| Hudson Portfolio Management LLC | 0.18% | No change | 1,840 | $210K |
| Alhambra Investment Management LLC | 0.10% | No change | 1,831 | $209K |
| Means Investment Co., Inc. | 0.02% | Add +1.6% | 1,827 | $208K |
| Magnus Financial Group LLC | 0.02% | Reduce -14.1% | 1,825 | $208K |
| Scotia Capital Inc. | 0.00% | Add +1.2% | 1,822 | $208K |
| Intelligence Driven Advisers, LLC | 0.03% | No change | 1,807 | $206K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.5% | 1,805 | $206K |
| Harding Loevner LP | 0.00% | Reduce -75.8% | 1,794 | $204K |
| REAP Financial Group, LLC | 0.04% | Reduce -45.1% | 1,794 | $204K |
| MSH Capital Advisors LLC | 0.04% | Reduce -26.3% | 1,780 | $203K |
| NTV Asset Management LLC | 0.02% | No change | 1,771 | $202K |
| Richmond Investment Services, LLC | 0.03% | New | 1,770 | $202K |
| Van Diest Capital, LLC | 0.30% | — | 1,764 | $201K |
| Argent Trust Co | 0.01% | New | 1,757 | $200K |
| 2UniFi Bank | 0.09% | No change | 1,755 | $200K |
| Osbon Capital Management LLC | 0.18% | — | 1,713 | $195K |
| JFS Wealth Advisors, LLC | 0.01% | Add +4.3% | 1,707 | $194K |
| First Financial Corp. | 0.07% | No change | 1,633 | $186K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,616 | $184K |
| ORG Partners LLC | 0.03% | Reduce -50.7% | 1,571 | $179K |
| GAMMA Investing LLC | 0.01% | Add +38925.0% | 1,561 | $178K |
| International Assets Investment Management, LLC | 0.01% | Reduce -27.9% | 1,551 | $177K |
| Vermillion & White Wealth Management Group, LLC | 0.10% | No change | 1,531 | $174K |
| KERR FINANCIAL PLANNING Corp | 0.23% | Add +0.1% | 1,480 | $173K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 1,500 | $171K |
| Webster Bank, N. A. | 0.01% | No change | 1,295 | $148K |
| Zions Bancorporation, National Association | 0.01% | No change | 1,212 | $138K |
| Wells Financial Advisors INC | 0.24% | Reduce -26.2% | 1,115 | $127K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,074 | $122K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 1,060 | $121K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 973 | $111K |
| Angeles Wealth Management, LLC | 0.01% | No change | 972 | $111K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -45.9% | 970 | $111K |
| Dynamic Wealth Strategies, LLC | 0.07% | New | 967 | $110K |
| Peterson Wealth Services | 0.03% | Add +31.9% | 960 | $109K |
| Addison Advisors LLC | 0.02% | Reduce -22.9% | 943 | $107K |
| Wolff Wiese Magana LLC | 0.06% | Reduce -1.1% | 935 | $107K |
| Whittier Trust Co. | 0.00% | Reduce -28.3% | 900 | $106K |
| GeoWealth Management, LLC | 0.00% | Reduce -47.5% | 909 | $104K |
| Murphy & Mullick Capital Management Corp | 0.07% | No change | 902 | $103K |
| MeadowBrook Investment Advisors LLC | 0.09% | No change | 891 | $102K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -56.9% | 871 | $99K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +1188.1% | 863 | $98K |
| Planning Project LLC | 0.02% | — | 853 | $97K |
| Commonwealth Retirement Investments LLC | 0.03% | Reduce -73.9% | 842 | $96K |
| Optima Capital LLC | 0.04% | New | 822 | $94K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 805 | $92K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 749 | $91K |
| Capital Analysts, LLC | 0.00% | Reduce -80.0% | 792 | $90K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 725 | $86K |
| Litman Gregory Wealth Management LLC | 0.01% | New | 723 | $82K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 716 | $82K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 711 | $81K |
| Root Financial Partners, LLC | 0.00% | Reduce -1.3% | 689 | $78K |
| Ballast Advisors LLC | 0.02% | No change | 681 | $78K |
| HighMark Wealth Management LLC | 0.03% | Add +0.5% | 672 | $77K |
| Tidemark, LLC | 0.02% | Reduce -0.8% | 661 | $75K |
| Ares Financial Consulting, LLC | 0.07% | — | 642 | $73K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 639 | $73K |
| Hoey Investments, Inc. | 0.01% | No change | 639 | $73K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.10% | No change | 609 | $69K |
| Raleigh Capital Management Inc. | 0.02% | Reduce -68.1% | 596 | $68K |
| First Community Trust NA | 0.05% | Reduce -10.6% | 589 | $67K |
| Ameriflex Group, Inc. | 0.03% | Reduce -27.9% | 557 | $63K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 530 | $62K |
| Clark Wealth Partners | 0.04% | No change | 540 | $62K |
| Activest Wealth Management | 0.01% | Reduce -29.5% | 536 | $61K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 527 | $60K |
| Kings Path Partners LLC | 0.02% | No change | 520 | $59K |
| Mascoma Wealth Management LLC | 0.01% | No change | 519 | $59K |
| Birchwood Financial Partners, Inc. | 0.06% | — | 510 | $58K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 493 | $56K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 487 | $55K |
| Motiv8 Investments LLC | 0.03% | New | 479 | $55K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -41.4% | 475 | $54K |
| Coston, McIsaac & Partners | 0.01% | No change | 480 | $54K |
| MPWM Advisory Solutions, LLC | 0.03% | Add +13.8% | 462 | $53K |
| Missouri Trust & Investment Co | 0.02% | No change | 460 | $52K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 454 | $52K |
| Financial Consulate, Inc. | 0.01% | Reduce -7.7% | 445 | $51K |
| Integrity Financial Corp | 0.03% | No change | 437 | $50K |
| Imprint Wealth LLC | 0.23% | Reduce -68.9% | 434 | $49K |
| Hughes Financial Services, LLC | 0.01% | No change | 426 | $49K |
| Team Financial Group, LLC | 0.02% | Reduce -26.4% | 423 | $48K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 422 | $48K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -22.5% | 413 | $47K |
| Woodside Wealth Management LLC | 0.03% | No change | 404 | $46K |
| West Financial Advisors, LLC | 0.01% | No change | 386 | $44K |
| Colonial Trust Co / SC | 0.01% | Add +3.9% | 374 | $43K |
| CVA Family Office, LLC | 0.00% | No change | 366 | $42K |
| NorthAvenue LLC | 0.03% | — | 364 | $41K |
| Tucker Asset Management LLC | 0.01% | No change | 359 | $41K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 357 | $41K |
| Collier Financial | 0.03% | Add +1.4% | 350 | $40K |
| Dunhill Financial, LLC | 0.01% | Add +133.8% | 332 | $38K |
| Hamilton Point Investment Advisors, LLC | 0.01% | New | 326 | $37K |
| Tsfg, LLC | 0.01% | Reduce -21.9% | 325 | $37K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +1.6% | 322 | $37K |
| Harbor Asset Planning, Inc. | 0.03% | Add +1.6% | 321 | $37K |
| Whipplewood Advisors, LLC | 0.02% | No change | 305 | $35K |
| Phillips Financial Management, LLC | 0.00% | No change | 302 | $34K |
| Anchor Investment Management, LLC | 0.00% | No change | 301 | $34K |
| AlphaCore Capital LLC | 0.00% | No change | 292 | $33K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | Add +327.7% | 278 | $32K |
| Breakwater Investment Management | 0.01% | No change | 275 | $31K |
| Richardson Capital Management LLC | 0.02% | Add +1.1% | 266 | $30K |
| Rice Partnership, LLC | 0.00% | Reduce -21.9% | 250 | $28K |
| Riverview Trust Co | 0.03% | No change | 248 | $28K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 246 | $28K |
| Evermay Wealth Management LLC | 0.00% | Add +87.0% | 245 | $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 |
| Bangor Savings Bank | 0.00% | No change | 227 | $26K |
| Hamrick Investment Counsel, llc | 0.02% | — | 225 | $26K |
| Basepoint Wealth LLC | 0.02% | New | 221 | $25K |
| Tompkins Financial Corp. | 0.00% | Add +15.7% | 206 | $23K |
| Adirondack Trust Co. | 0.01% | Reduce -35.6% | 199 | $23K |
| Atwood & Palmer Inc. | 0.00% | Reduce -79.2% | 193 | $22K |
| Maryland Capital Advisors Inc. | 0.01% | New | 191 | $22K |
| Rogco, LP | 0.01% | No change | 188 | $21K |
| EPG Wealth Management LLC | 0.01% | No change | 179 | $20K |
| Walsh & Associates, LLC | 0.02% | — | 175 | $20K |
| Howe & Rusling Inc. | 0.00% | No change | 173 | $20K |
| Park Place Capital Corp | 0.00% | Reduce -12.2% | 173 | $20K |
| WealthCollab, LLC | 0.01% | Add +1.2% | 171 | $20K |
| Fortitude Family Office, LLC | 0.00% | New | 165 | $19K |
| Chesapeake Asset Management LLC | 0.02% | No change | 162 | $18K |
| IFC & Insurance Marketing, Inc. | 0.02% | — | 160 | $18K |
| Elyxium Wealth, LLC | 0.01% | New | 158 | $18K |
| WFA of San Diego, LLC | 0.01% | No change | 157 | $18K |
| Triumph Capital Management | 0.00% | New | 155 | $18K |
| Bravera Wealth | 0.01% | — | 147 | $17K |
| Arlington Trust Co LLC | 0.00% | Reduce -83.7% | 145 | $17K |
| New Republic Capital, LLC | 0.00% | Reduce -65.8% | 139 | $16K |
| Portfolio Resources Advisor Group, Inc. | 0.02% | — | 136 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Add +112.9% | 132 | $15K |
| Ransom Advisory, Ltd | 0.01% | New | 131 | $15K |
| Bernard Wealth Management Corp. | 0.01% | No change | 120 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -40.5% | 113 | $13K |
| 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 |
| Hurley Capital, LLC | 0.01% | Add +38.4% | 101 | $11K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 100 | $11K |
| Operose Advisors LLC | 0.00% | Add +15.7% | 96 | $11K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 87 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 87 | $10K |
| Maseco LLP | 0.00% | New | 87 | $10K |
| Sunbelt Securities, Inc. | 0.00% | New | 84 | $10K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 84 | $10K |
| Tanaka Capital Management Inc. | 0.02% | No change | 81 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 79 | $9K |
| Wealth Watch Advisors, INC | 0.00% | No change | 77 | $9K |
| Quaker Wealth Management, LLC | 0.00% | No change | 77 | $9K |
| Crewe Advisors LLC | 0.00% | Reduce -52.3% | 74 | $8K |
| Roxbury Financial LLC | 0.01% | Add +42.3% | 74 | $8K |
| Millstone Evans Group, LLC | 0.00% | New | 72 | $8K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.5% | 66 | $7K |
| American Wealth Advisors, LLC | 0.01% | Add +1.7% | 60 | $7K |
| Grand Wealth Management, LLC | 0.00% | No change | 60 | $7K |
| Align Financial, LLC | 0.00% | — | 6,152 | $6K |
| Horizon Investments, LLC | 0.00% | No change | 52 | $6K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 51 | $6K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -19.1% | 51 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | New | 47 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | New | 45 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 43 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 42 | $5K |
| Ankerstar Wealth, LLC | 0.00% | — | 41 | $5K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 41 | $5K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 38 | $4K |
| Topsail Wealth Management, LLC | 0.00% | No change | 36 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 35 | $4K |
| NFSG Corp | 0.00% | No change | 35 | $4K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 34 | $4K |
| Sachetta, LLC | 0.00% | Reduce -99.4% | 34 | $4K |
| New Millennium Group LLC | 0.00% | No change | 33 | $4K |
| POM Investment Strategies, LLC | 0.00% | No change | 32 | $4K |
| Sittner & Nelson, LLC | 0.00% | No change | 30 | $4K |
| Trust Co | 0.00% | No change | 31 | $4K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -46.5% | 31 | $4K |
| Godsey & Gibb, Inc. | 0.00% | New | 22 | $3K |
| SHP Wealth Management | 0.00% | — | 22 | $3K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 21 | $2K |
| Reyes Financial Architecture, Inc. | 0.00% | New | 20 | $2K |
| GoalVest Advisory LLC | 0.00% | New | 20 | $2K |
| Signature Equity Partners, LLC | 0.00% | — | 19 | $2K |
| Nvwm, LLC | 0.00% | New | 19 | $2K |
| ESL Trust Services, LLC | 0.00% | New | 15 | $2K |
| Chelsea Counsel Co. | 0.00% | No change | 13 | $1K |
| Provident Wealth Management, LLC | 0.00% | No change | 13 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 11 | $1K |
| United Financial Planning Group LLC | 0.00% | New | 10 | $1K |
| Signaturefd, LLC | 0.00% | No change | 9 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 6 | $684 |
| Qube Research & Technologies Ltd | 0.00% | Reduce -100.0% | 1 | $114 |
"% 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.