iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q1 2026 (March 31)1,016holders +37
110new positions
66sold out
4famous investors
$111.15avg. 13F price*
At the end of Q1 2026, 1,016 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings, up 37 from Q4 2025. 110 opened new positions and 66 sold out. The largest holders were Envestnet Asset Management Inc. ($2.5B), LPL Financial LLC ($880.6M) and Morgan Stanley ($530.3M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares MSCI Eafe Growth ETF
- CUSIP
- 464288885
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $130.2M |
| Exits | 66 | $41.7M |
All 13F filers, Q4 2025 → Q1 2026: 50,907,037 shares bought and 3,478,962 shares sold, net +47,428,075 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,016 holders
| Envestnet Asset Management Inc. | 0.67% | Add +742.5% | 22,399,811 | $2.5B |
| LPL Financial LLC | 0.23% | Add +266.6% | 7,906,644 | $880.6M |
| Morgan Stanley | 0.03% | Add +82.4% | 4,761,305 | $530.3M |
| Bank of America Corp. | 0.04% | Add +35.0% | 4,708,538 | $524.4M |
| Jones Financial Companies LLLP | 0.22% | Add +11.0% | 4,299,898 | $462.9M |
| JPMorgan Chase & Co. | 0.03% | Add +53.9% | 3,433,094 | $369.6M |
| Nomura Asset Management International Inc. | 0.44% | Reduce -2.8% | 2,308,868 | $257.1M |
| Cetera Investment Advisers | 0.26% | Add +125.2% | 2,208,206 | $245.9M |
| Park Avenue Securities LLC | 1.78% | Add +780.8% | 2,048,874 | $228.2M |
| Envestnet Portfolio Solutions, Inc. | 1.13% | Add +1491.8% | 1,839,954 | $204.9M |
| MML Investors Services, LLC | 0.48% | Add +294.8% | 1,541,314 | $171.7M |
| Bank of New York Mellon Corp | 0.03% | Add +166.7% | 1,472,363 | $164.0M |
| US Bancorp \de | 0.18% | Reduce -0.5% | 1,304,892 | $145.3M |
| Wells Fargo & Company | 0.03% | Add +9.2% | 1,263,395 | $140.7M |
| PNC Financial Services Group, Inc. | 0.08% | Add +0.2% | 1,241,869 | $138.3M |
| Janney Montgomery Scott LLC | 0.31% | Add +690.4% | 1,140,998 | $127.1M |
| Ameriprise Financial Inc. | 0.03% | Add +41.9% | 1,092,664 | $121.7M |
| FMR LLC | 0.01% | Reduce -1.3% | 990,082 | $110.3M |
| UBS Group AG | 0.02% | Add +14.2% | 988,490 | $110.1M |
| Sanctuary Advisors, LLC | 0.52% | Add +58.8% | 855,806 | $95.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +24.2% | 821,308 | $91.5M |
| Truist Financial Corp. | 0.11% | Add +301.9% | 763,679 | $85.1M |
| JB Capital LLC | 3.15% | Add +4150.4% | 699,395 | $77.9M |
| NewEdge Advisors, LLC | 0.27% | Add +391.7% | 662,281 | $73.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.3% | 652,661 | $72.7M |
| Royal Bank of Canada | 0.01% | Add +44.5% | 632,689 | $70.5M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.7% | 619,689 | $69.0M |
| Focus Partners Wealth | 0.07% | Reduce -4.3% | 604,475 | $67.3M |
| Natixis Advisors, LLC | 0.09% | Add +64.0% | 571,060 | $63.6M |
| Quent Capital, LLC | 4.48% | Add +3.7% | 567,198 | $63.2M |
| Beacon Pointe Advisors, LLC | 0.33% | Add +29.1% | 565,967 | $63.0M |
| M&T Bank Corp | 0.20% | Reduce -6.0% | 556,347 | $62.0M |
| Stifel Financial Corp. | 0.05% | Add +244.6% | 530,915 | $59.1M |
| Cary Street Partners Financial LLC | 1.45% | Add +16.7% | 526,133 | $58.6M |
| Osaic Holdings, Inc. | 0.08% | Add +74.8% | 519,805 | $57.9M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.21% | — | 493,183 | $54.9M |
| United Capital Financial Advisors, LLC | 0.34% | Add +3416.0% | 490,483 | $54.6M |
| AE Wealth Management LLC | 0.30% | Reduce -5.6% | 490,392 | $54.6M |
| Financial Synergies Wealth Advisors, Inc. | 5.17% | Add +0.2% | 486,256 | $54.2M |
| Savvy Advisors, Inc. | 1.39% | Add +160.4% | 464,300 | $51.7M |
| FAS Wealth Partners, Inc. | 3.22% | Add +1.4% | 464,189 | $51.7M |
| Baker Avenue Asset Management, LP | 1.15% | Add +0.8% | 454,353 | $50.6M |
| Moneta Group Investment Advisors LLC | 0.37% | Reduce -8.0% | 440,596 | $49.1M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -2.7% | 397,314 | $44.2M |
| Captrust Financial Advisors | 0.08% | Add +47.8% | 390,440 | $43.5M |
| Sofi Wealth, LLC | 2.03% | Reduce -28.4% | 378,729 | $42.2M |
| Cerity Partners LLC | 0.06% | Add +405.7% | 376,901 | $42.0M |
| Mariner, LLC | 0.05% | Add +8.1% | 376,474 | $41.9M |
| BlackRock, Inc. | 0.00% | Add +2154.1% | 374,602 | $41.7M |
| Bokf, NA | 0.59% | Add +9.9% | 348,184 | $38.8M |
| Octavia Wealth Advisors, LLC | 3.51% | Add +1.3% | 329,257 | $36.7M |
| Corient Private Wealth LP | 0.05% | Reduce -2.6% | 309,890 | $34.4M |
| Kestra Advisory Services, LLC | 0.13% | Add +22.9% | 303,818 | $33.8M |
| Icon Wealth Advisors, LLC | 2.19% | Add +226.5% | 290,554 | $33.8M |
| NBT Bank, N.A. | 2.13% | Add +3.6% | 291,374 | $32.5M |
| Atria Investments, Inc | 0.36% | Add +850.5% | 286,592 | $31.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +139.4% | 285,530 | $31.8M |
| UMB Bank, n.a. | 0.44% | Reduce -2.7% | 281,923 | $31.4M |
| Meridian Wealth Partners, LLC | 4.26% | Add +3.9% | 278,706 | $31.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -36.1% | 273,735 | $30.5M |
| Choreo, LLC | 0.37% | Add +8.0% | 268,620 | $29.9M |
| HighTower Advisors, LLC | 0.03% | Add +18.9% | 267,549 | $29.8M |
| Merit Financial Group, LLC | 0.21% | Add +18.8% | 251,742 | $28.0M |
| Foundations Investment Advisors, LLC | 0.32% | Add +135.6% | 235,080 | $26.2M |
| Bank of Montreal | 0.01% | Reduce -8.9% | 226,052 | $25.2M |
| Thrivent Financial for Lutherans | 0.05% | Add +123.5% | 228,371 | $25.2M |
| Cresset Asset Management, LLC | 0.11% | Add +0.5% | 225,249 | $25.1M |
| Waller Financial Planning Group, Inc. | 5.30% | Add +8.3% | 215,672 | $24.0M |
| Pathstone Holdings, LLC | 0.10% | Add +44.0% | 215,351 | $24.0M |
| Lido Advisors, LLC | 0.09% | Add +0.6% | 211,427 | $23.5M |
| Itau Unibanco Holding S.A. | 0.56% | Reduce -7.3% | 209,224 | $23.3M |
| Cassaday & Co Wealth Management LLC | 0.46% | Reduce -1.9% | 194,191 | $21.6M |
| Susquehanna International Group, LLP | 0.03% | Add +117.2% | 192,079 | $21.4M |
| Integrated Wealth Concepts LLC | 0.17% | Add +32.0% | 189,276 | $21.1M |
| RTD Financial Advisors, Inc. | 2.56% | Reduce -3.3% | 187,130 | $20.8M |
| Creative Planning | 0.01% | Add +21.3% | 184,473 | $20.5M |
| Shakespeare Wealth Management, LLC | 4.77% | Add +2.7% | 180,701 | $20.1M |
| Baird Financial Group, Inc. | 0.03% | Add +13.9% | 180,560 | $20.1M |
| Orion Porfolio Solutions, LLC | 0.17% | Add +147.6% | 180,465 | $20.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +15.3% | 176,422 | $19.9M |
| OneDigital Investment Advisors LLC | 0.19% | Reduce -4.3% | 177,618 | $19.8M |
| Staley Capital Advisers Inc. | 0.82% | Add +6.0% | 173,883 | $19.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.33% | Add +5.5% | 172,116 | $19.2M |
| Federation des caisses Desjardins du Quebec | 0.07% | Reduce -50.0% | 167,696 | $18.7M |
| EP Wealth Advisors, LLC | 0.09% | Reduce -7.9% | 167,463 | $18.7M |
| Seneca Financial Advisors LLC | 5.31% | Add +10.9% | 162,784 | $18.1M |
| Marks Group Wealth Management, Inc | 1.72% | Add +91.6% | 160,285 | $17.9M |
| Johnson Investment Counsel Inc. | 0.14% | Add +7.2% | 159,623 | $17.8M |
| Stone House Investment Management, LLC | 3.18% | Add +937.3% | 159,096 | $17.7M |
| First National Bank of Omaha | 0.55% | Reduce -13.2% | 164,483 | $17.7M |
| Affinity Capital Advisors, LLC | 2.47% | Add +10.3% | 158,138 | $17.6M |
| NorthRock Partners, LLC | 0.28% | Add +176.3% | 155,640 | $17.3M |
| Farther Finance Advisors, LLC | 0.16% | Add +34.1% | 146,533 | $16.7M |
| Robinswood Financial LLC | 5.20% | Add +3.5% | 148,481 | $16.5M |
| Wakefield Asset Management LLLP | 4.32% | Add +6.7% | 146,339 | $16.3M |
| Cerro Pacific Wealth Advisors LLC | 4.25% | Add +61.0% | 145,434 | $16.2M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +4.9% | 144,860 | $16.1M |
| Cwm, LLC | 0.04% | Reduce -14.3% | 144,515 | $16.1M |
| IHT Wealth Management, LLC | 0.37% | Add +199.5% | 143,995 | $16.0M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -13.5% | 142,269 | $15.8M |
| &partners | 0.08% | Add +26.8% | 141,733 | $15.8M |
| SteelPeak Wealth, LLC | 0.48% | Add +6424.7% | 137,214 | $15.3M |
| Sharkey, Howes & Javer | 2.02% | Add +257.4% | 134,829 | $15.0M |
| Mgo One Seven LLC | 0.29% | Add +344.2% | 127,871 | $14.2M |
| Waverly Advisors, LLC | 0.10% | Add +2.4% | 125,294 | $14.0M |
| Rwa Wealth Partners, LLC | 0.15% | Add +0.8% | 124,539 | $13.9M |
| Bedel Financial Consulting, Inc. | 1.58% | Add +1.0% | 123,400 | $13.7M |
| Pinnacle Financial Partners, Inc. | 0.10% | Add +4.2% | 122,668 | $13.7M |
| Lloyd Advisory Services, LLC. | 3.75% | Add +2281.2% | 117,702 | $13.1M |
| Kingdom Financial Group LLC. | 3.75% | Reduce -1.6% | 117,702 | $13.1M |
| Aventus Investment Advisors, Inc. | 11.08% | Add +0.8% | 117,578 | $13.1M |
| Pacific Life Fund Advisors LLC | 1.49% | New | 116,400 | $13.0M |
| Greenleaf Trust | 0.13% | Reduce -2.4% | 115,799 | $12.9M |
| Prudential Financial Inc. | 0.02% | Reduce -7.2% | 114,545 | $12.8M |
| Trust Co. of Toledo NA | 1.21% | Add +13.8% | 114,116 | $12.7M |
| IFP Advisors, Inc | 0.26% | Add +310.5% | 111,217 | $12.4M |
| PAX Financial Group, LLC | 2.10% | New | 110,422 | $12.3M |
| MA Private Wealth | 2.06% | Reduce -27.3% | 109,626 | $12.2M |
| Integrity Alliance, Llc. | 0.46% | Add +35.8% | 107,367 | $12.0M |
| Dynasty Wealth Management, LLC | 0.10% | Reduce -75.4% | 106,914 | $11.9M |
| Cardinal Strategic Wealth Guidance | 3.13% | Reduce -1.0% | 106,682 | $11.9M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.38% | Add +1313.7% | 106,241 | $11.8M |
| Keystone Financial Services | 3.46% | Add +292.7% | 105,980 | $11.8M |
| Equitable Holdings, Inc. | 0.07% | Add +54.6% | 100,349 | $11.4M |
| Regimen Wealth, LLC | 3.33% | Reduce -5.0% | 102,470 | $11.4M |
| Trek Financial, LLC | 0.61% | Add +567.2% | 102,394 | $11.4M |
| Wealth Alliance, LLC | 1.11% | Add +1001.6% | 101,151 | $11.3M |
| My Portfolio Guide, LLC | 6.22% | — | 100,918 | $11.2M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +164.7% | 98,674 | $11.0M |
| Courier Capital LLC | 0.61% | Add +11.5% | 97,657 | $10.9M |
| Prosperity Consulting Group, LLC | 0.47% | Add +8.1% | 95,037 | $10.6M |
| Checchi Capital Advisers, LLC | 0.72% | Reduce -17.4% | 94,559 | $10.5M |
| LifeWealth Investments, LLC | 3.13% | Add +13.4% | 94,310 | $10.5M |
| Meeder Advisory Services, Inc. | 0.44% | Add +14.2% | 94,053 | $10.5M |
| Avior Wealth Management, LLC | 0.29% | Add +1.4% | 92,724 | $10.3M |
| Keebeck Wealth Management | 1.14% | Add +50.2% | 91,069 | $10.1M |
| Key Financial Inc | 1.78% | Add +12.6% | 89,980 | $10.0M |
| Fortis Capital Advisors, LLC | 1.29% | Add +12.4% | 88,751 | $9.9M |
| Belpointe Asset Management LLC | 0.36% | Add +12.4% | 88,751 | $9.9M |
| Mill Creek Capital Advisors, LLC | 0.20% | Reduce -0.4% | 88,502 | $9.9M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Reduce -3.3% | 88,493 | $9.9M |
| Brookstone Capital Management | 0.11% | Add +653.0% | 87,760 | $9.8M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +689.1% | 87,575 | $9.8M |
| Gateway Wealth Partners, LLC | 0.37% | New | 84,506 | $9.4M |
| Swmg, LLC | 2.68% | New | 84,284 | $9.4M |
| Commerce Bank | 0.05% | Add +28.6% | 83,832 | $9.3M |
| Citigroup Inc. | 0.01% | Add +7.4% | 83,354 | $9.3M |
| Strategic Blueprint, LLC | 0.53% | Add +54.0% | 82,476 | $9.2M |
| Financial Life Advisors | 2.85% | Add +2.0% | 82,176 | $9.2M |
| Regal Investment Advisors LLC | 0.53% | Add +969.4% | 82,172 | $9.2M |
| Client 1ST Advisory Group, LLC | 2.78% | Add +15.1% | 82,114 | $9.1M |
| World Investment Advisors | 0.15% | Add +215.7% | 81,877 | $9.1M |
| Silvercrest Asset Management Group LLC | 0.07% | Add +86.7% | 80,821 | $9.0M |
| Franklin Resources Inc. | 0.00% | Add +4.5% | 80,678 | $9.0M |
| Eagle Strategies LLC | 1.07% | Add +1.4% | 80,408 | $9.0M |
| Modern Wealth Management, LLC | 0.15% | Add +1324.0% | 78,617 | $8.9M |
| Legacy Financial Group LLC | 1.12% | New | 80,080 | $8.9M |
| Howard Bailey Securities, LLC | 3.66% | Reduce -2.6% | 80,010 | $8.9M |
| Blair William & Co. | 0.03% | Reduce -1.9% | 79,893 | $8.9M |
| Simplicity Wealth,LLC | 0.50% | Add +46.3% | 79,630 | $8.9M |
| Diversify Wealth Management, LLC | 0.16% | Add +479.7% | 74,987 | $8.7M |
| Watershed Private Wealth LLC | 2.69% | Add +235.7% | 77,526 | $8.6M |
| Cranbrook Wealth Management, LLC | 1.72% | Reduce -3.8% | 75,847 | $8.4M |
| Jane Street Group, LLC | 0.01% | Reduce -57.7% | 73,347 | $8.2M |
| Blue Trust, Inc. | 0.09% | Add +917.8% | 70,703 | $7.9M |
| VestGen Advisors, LLC | 0.22% | Add +180.4% | 65,417 | $7.9M |
| Ancora Advisors LLC | 0.17% | Add +9.1% | 70,459 | $7.8M |
| Private Advisor Group, LLC | 0.04% | Add +61.3% | 70,347 | $7.8M |
| Pinnacle Wealth Planning Services, Inc. | 0.80% | Add +9.5% | 69,861 | $7.8M |
| Koss-Olinger Consulting, LLC | 0.65% | Reduce -80.8% | 69,242 | $7.7M |
| Procyon Advisors, LLC | 0.38% | Add +4.3% | 69,134 | $7.7M |
| Lodestar Private Asset Management LLC | 0.75% | Reduce -14.1% | 68,350 | $7.6M |
| Fifth Third Bancorp | 0.01% | Add +2235.3% | 67,118 | $7.5M |
| Northern Trust Corp. | 0.00% | Add +2.3% | 64,897 | $7.2M |
| Invst, LLC | 0.81% | New | 64,219 | $7.2M |
| Eq LLC | 1.99% | Reduce -2.3% | 63,583 | $7.1M |
| Elevation Point Wealth Partners, LLC | 0.17% | Add +1274.5% | 63,417 | $7.1M |
| Sagespring Wealth Partners, LLC | 0.13% | Reduce -75.8% | 63,393 | $7.1M |
| Advyzon Investment Management, LLC | 0.62% | Add +842.8% | 62,316 | $6.9M |
| Fifth Third Wealth Advisors LLC | 0.23% | Add +308.4% | 62,234 | $6.9M |
| Advisory Services Network, LLC | 0.09% | Add +451.4% | 62,156 | $6.9M |
| Wealthquest Corp | 0.49% | Reduce -15.1% | 61,664 | $6.9M |
| WealthShield Partners, LLC | 0.76% | Add +481.5% | 61,335 | $6.8M |
| Arete Wealth Advisors, LLC | 0.51% | Reduce -0.9% | 60,907 | $6.8M |
| Bay Harbor Wealth Management, LLC | 1.75% | New | 60,690 | $6.8M |
| Callan Family Office, LLC | 0.15% | Add +5.0% | 59,844 | $6.7M |
| Glenmede Trust Co. NA | 0.03% | Reduce -10.4% | 59,766 | $6.7M |
| Jasper Ridge Partners, L.P. | 0.15% | No change | 59,403 | $6.6M |
| Kilter Group LLC | 2.83% | Add +243.7% | 58,771 | $6.5M |
| CFS Investment Advisory Services, LLC | 0.45% | Reduce -14.7% | 53,184 | $6.5M |
| Cypress Wealth Services, LLC | 0.91% | Add +94.7% | 58,082 | $6.5M |
| Liberty Wealth Management LLC | 0.81% | Add +42.6% | 57,920 | $6.5M |
| Beam Wealth Advisors, Inc. | 1.59% | Add +17.2% | 57,523 | $6.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.7% | 56,847 | $6.3M |
| White Pine Investment CO | 1.46% | Add +1.2% | 56,460 | $6.3M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +1.4% | 56,216 | $6.3M |
| Hoxton Planning & Management, LLC | 1.87% | Add +73.5% | 56,038 | $6.2M |
| Norris Perne & French LLP | 0.30% | Add +8.6% | 55,961 | $6.2M |
| Nicholas Hoffman & Company, LLC. | 0.14% | Reduce -0.8% | 55,895 | $6.2M |
| Sovran Advisors, LLC | 0.49% | Add +127.7% | 52,100 | $6.2M |
| Sterling Capital Management LLC | 0.12% | Reduce -7.2% | 55,046 | $6.1M |
| NewEdge Wealth, LLC | 0.07% | Add +14.7% | 54,927 | $6.1M |
| Personal Cfo Solutions, LLC | 0.86% | Add +6.9% | 54,775 | $6.1M |
| Brighton Jones LLC | 0.13% | New | 53,634 | $6.0M |
| Addison Capital Co | 1.04% | Add +23.2% | 52,663 | $5.9M |
| Revolve Wealth Partners, LLC | 0.74% | Add +0.3% | 51,263 | $5.7M |
| Forte Asset Management LLC | 2.50% | Reduce -14.0% | 51,065 | $5.7M |
| CoreCap Advisors, LLC | 0.19% | Add +41.9% | 50,343 | $5.6M |
| LiftPoint Family Wealth Advisors LLC | 4.62% | Add +113.9% | 50,083 | $5.6M |
| Kathmere Capital Management, LLC | 0.34% | Reduce -0.7% | 49,421 | $5.5M |
| 1900 Wealth Management LLC | 0.35% | Reduce -2.0% | 49,005 | $5.5M |
| Cobblestone Asset Management LLC | 2.44% | New | 48,639 | $5.4M |
| Capital Analysts, LLC | 0.14% | Add +5979.3% | 48,148 | $5.4M |
| B. Riley Wealth Advisors, Inc. | 0.34% | Add +48.2% | 49,537 | $5.3M |
| Apollon Wealth Management, LLC | 0.09% | Add +71.0% | 47,372 | $5.3M |
| SigFig Wealth Management, LLC | 0.15% | Add +1708.5% | 46,387 | $5.2M |
| Valmark Advisers, Inc. | 0.06% | Add +0.9% | 46,134 | $5.1M |
| True Vision MN LLC | 2.63% | Add +761.7% | 45,748 | $5.1M |
| Twin Peaks Wealth Advisors, LLC | 1.25% | New | 44,429 | $4.9M |
| Independent Advisor Alliance | 0.05% | Add +996.8% | 44,400 | $4.9M |
| Resolute Wealth Advisor, Inc. | 2.81% | — | 44,368 | $4.9M |
| BOK Financial Private Wealth, Inc. | 0.29% | Reduce -3.1% | 43,495 | $4.8M |
| CENTRAL TRUST Co | 0.10% | Reduce -1.7% | 43,407 | $4.8M |
| Meramec Financial Planners, LLC | 1.92% | Reduce -3.2% | 39,699 | $4.8M |
| Core Wealth Advisors, LLC | 3.70% | Add +703.4% | 43,247 | $4.8M |
| Kingswood Wealth Advisors, LLC | 0.23% | Add +21.9% | 42,691 | $4.8M |
| Condor Capital Management | 0.39% | Reduce -1.0% | 42,374 | $4.7M |
| Dorsey & Whitney Trust CO LLC | 0.26% | No change | 42,199 | $4.7M |
| SOA Wealth Advisors, LLC. | 0.88% | Reduce -4.4% | 42,166 | $4.7M |
| Mosley Wealth Management | 2.10% | Add +0.5% | 40,792 | $4.6M |
| Breakwater Capital Group | 0.62% | Add +1.4% | 41,680 | $4.6M |
| First Pacific Financial | 0.59% | Add +1.6% | 41,478 | $4.6M |
| Sterling Financial Planning, Inc. | 1.34% | Reduce -0.2% | 40,694 | $4.5M |
| Forthright Family Wealth Advisory LLC | 3.03% | Add +46.0% | 43,591 | $4.5M |
| Diversified Management Inc. | 0.77% | Add +0.3% | 40,448 | $4.5M |
| Dominguez Wealth Management Solutions, Inc. | 2.72% | Add +6.8% | 40,333 | $4.5M |
| Consilio Wealth Advisors, LLC | 1.31% | Reduce -0.8% | 40,319 | $4.5M |
| One Wealth Capital Management, LLC | 1.95% | Add +277.5% | 38,021 | $4.5M |
| Hofer & Associates. Inc | 2.38% | Add +3.1% | 39,704 | $4.4M |
| Endeavor Private Wealth, Inc. | 1.25% | Add +559.2% | 39,191 | $4.4M |
| Harbor Group, Inc. | 0.63% | Reduce -1.5% | 38,902 | $4.3M |
| Stock Yards Bank & Trust Co. | 0.13% | Add +36.4% | 38,861 | $4.3M |
| Kickstand Ventures, Llc. | 0.91% | Add +7.3% | 38,817 | $4.3M |
| One Wealth Advisors, LLC | 0.54% | Reduce -26.5% | 38,670 | $4.3M |
| McAdam, LLC | 0.19% | Reduce -1.5% | 38,551 | $4.3M |
| Fiduciary Trust Co | 0.05% | Reduce -3.3% | 38,476 | $4.3M |
| Parkside Financial Bank & Trust | 0.33% | Reduce -39.6% | 38,231 | $4.3M |
| Cary Street Partners Investment Advisory LLC | 1.08% | Add +43.4% | 38,139 | $4.2M |
| Key Capital Management, INC | 2.80% | Add +77.9% | 38,030 | $4.2M |
| Quantinno Capital Management LP | 0.01% | Add +27.7% | 37,913 | $4.2M |
| Lanark Financial, Inc. | 0.31% | Add +4.7% | 37,379 | $4.2M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -11.8% | 37,069 | $4.1M |
| AMG National Trust Bank | 0.09% | Add +134.3% | 36,873 | $4.1M |
| Wealthspire Retirement, LLC | 0.24% | Add +16.0% | 36,306 | $4.0M |
| Sagace Wealth Management LLC | 2.74% | Add +2.9% | 36,277 | $4.0M |
| Journey Strategic Wealth LLC | 0.10% | Reduce -0.1% | 36,107 | $4.0M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -1.6% | 35,840 | $4.0M |
| Omega Financial Group, LLC | 1.29% | Add +0.2% | 35,195 | $3.9M |
| Ascent Group, LLC | 0.13% | Reduce -18.5% | 34,837 | $3.9M |
| Yukon Wealth Management, Inc. | 2.31% | Reduce -3.9% | 34,808 | $3.9M |
| Flagship Harbor Advisors, LLC | 0.17% | Add +80.2% | 34,686 | $3.9M |
| Net Worth Advisory Group | 0.79% | Add +2.2% | 34,018 | $3.8M |
| Csenge Advisory Group | 0.17% | Add +254.8% | 33,997 | $3.8M |
| Evoke Wealth, LLC | 0.07% | Add +36.0% | 33,815 | $3.8M |
| Shared Vision Wealth Group LLC | 1.53% | Add +242.1% | 33,781 | $3.8M |
| BankPlus Wealth Management LLC | 1.94% | Add +4.3% | 33,692 | $3.8M |
| Midwest Capital Advisors, LLC | 1.74% | Add +11.6% | 33,458 | $3.7M |
| Cornerstone Planning Group LLC | 0.49% | Add +495.4% | 31,009 | $3.7M |
| W Advisors, LLC | 1.86% | Add +34.6% | 32,576 | $3.6M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -8.4% | 31,949 | $3.6M |
| Perigon Wealth Management, LLC | 0.06% | Add +13.0% | 31,949 | $3.6M |
| Quotient Wealth Partners, LLC | 0.09% | Add +27.2% | 31,696 | $3.5M |
| Patten Group, Inc. | 0.61% | Add +8.7% | 31,598 | $3.5M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Reduce -47.0% | 31,506 | $3.5M |
| McNaughton Wealth Management, LLC | 1.44% | New | 31,315 | $3.5M |
| First Foundation Advisors | 0.14% | Add +7.7% | 31,260 | $3.5M |
| Smartleaf Asset Management LLC | 0.12% | Reduce -39.0% | 32,098 | $3.5M |
| McKinley Carter Wealth Services, Inc. | 0.20% | Reduce -9.3% | 31,010 | $3.5M |
| Angeles Investment Advisors, LLC | 0.23% | No change | 30,610 | $3.4M |
| RFG Advisory, LLC | 0.06% | Add +87.1% | 30,035 | $3.3M |
| ShoreHaven Wealth Partners, LLC | 1.19% | Reduce -4.7% | 29,857 | $3.3M |
| Retirement Wealth Solutions LLC | 2.06% | Add +245.5% | 29,340 | $3.3M |
| Johnson Financial Group, Inc. | 0.12% | Reduce -45.0% | 29,212 | $3.3M |
| Savant Capital, LLC | 0.02% | Add +1.1% | 29,096 | $3.2M |
| Maia Wealth LLC | 0.55% | Reduce -5.5% | 29,080 | $3.2M |
| Disciplined Investments, LLC | 1.14% | Add +1.9% | 28,447 | $3.2M |
| Vise Technologies, Inc. | 0.06% | No change | 27,482 | $3.1M |
| Concorde Asset Management, LLC | 1.51% | Add +6.2% | 27,590 | $3.1M |
| Assetmark, Inc. | 0.01% | Add +67.4% | 27,545 | $3.1M |
| Lantz Financial LLC | 0.63% | Add +222.5% | 27,384 | $3.0M |
| Timmons Wealth Management, LLC | 2.85% | Add +2.4% | 26,962 | $3.0M |
| Washington Trust Bank | 0.22% | Reduce -57.7% | 26,658 | $3.0M |
| Navellier & Associates Inc. | 0.31% | No change | 26,633 | $3.0M |
| Principal Securities, Inc. | 0.04% | Add +68.1% | 26,484 | $2.9M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -1.7% | 26,428 | $2.9M |
| First American Trust, FSB | 0.20% | Reduce -2.6% | 26,390 | $2.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.79% | Add +45.6% | 26,133 | $2.9M |
| West Wealth Group, LLC | 0.57% | Reduce -49.5% | 26,097 | $2.9M |
| JNBA Financial Advisors | 0.24% | Reduce -7.0% | 25,892 | $2.9M |
| Mma Asset Management LLC | 1.00% | Reduce -26.5% | 25,558 | $2.8M |
| Jacksonville Wealth Management, LLC | 1.92% | Add +22.8% | 25,494 | $2.8M |
| HSBC Holdings PLC | 0.00% | Add +8.1% | 25,225 | $2.8M |
| Carnegie Investment Counsel | 0.05% | Add +5.7% | 25,077 | $2.8M |
| Mutual Advisors, LLC | 0.06% | Reduce -22.6% | 24,909 | $2.8M |
| Portfolio Resources Advisor Group, Inc. | 2.74% | Add +18115.4% | 24,773 | $2.8M |
| Ifrah Financial Services, Inc. | 0.72% | Reduce -0.6% | 24,325 | $2.7M |
| Affiance Financial, LLC | 0.43% | Reduce -8.7% | 23,980 | $2.7M |
| Shum Financial Group, Inc. | 1.88% | Add +6.6% | 23,904 | $2.7M |
| Van Hulzen Asset Management, LLC | 0.20% | Add +0.1% | 23,813 | $2.7M |
| Integrity Advisory Solutions, LLC | 0.35% | Add +5.2% | 23,678 | $2.6M |
| Barden Capital Management, Inc. | 2.25% | Add +5.5% | 23,662 | $2.6M |
| Arkadios Wealth Advisors | 0.04% | Add +72.8% | 23,562 | $2.6M |
| American Financial & Tax Strategies Inc. | 1.27% | Reduce -0.3% | 23,532 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Add +14.3% | 23,442 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.7% | 23,319 | $2.6M |
| Kovack Advisors, Inc. | 0.14% | Add +99.4% | 22,906 | $2.6M |
| Foundation Wealth Management, LLC | 1.74% | Reduce -0.2% | 23,063 | $2.6M |
| Advus Financial Partners, LLC | 0.64% | Reduce -9.1% | 22,974 | $2.6M |
| BlackDiamond Wealth Management, LLC | 1.23% | Add +314.6% | 22,938 | $2.6M |
| Trust Point Inc. | 0.22% | Add +29.8% | 22,777 | $2.5M |
| Mendel Capital Management LLC | 1.27% | — | 22,723 | $2.5M |
| Absolute Capital Management, LLC | 0.84% | New | 22,658 | $2.5M |
| TSA Wealth Managment LLC | 0.81% | Reduce -14.8% | 22,642 | $2.5M |
| Auxano Advisors, LLC | 0.50% | Add +751.8% | 22,632 | $2.5M |
| InvesTrust | 1.04% | Add +2.4% | 22,263 | $2.5M |
| AQR Capital Management | 0.00% | Add +6.2% | 22,205 | $2.5M |
| Davis Wealth Advisors, LLC | 2.05% | Add +274.9% | 22,181 | $2.5M |
| TD Private Client Wealth LLC | 0.05% | Reduce -1.2% | 22,130 | $2.5M |
| KMG Fiduciary Partners, LLC | 0.18% | Reduce -2.9% | 22,058 | $2.5M |
| Cahill Financial Advisors Inc. | 0.27% | Reduce -1.9% | 22,027 | $2.5M |
| Summit Financial, LLC | 0.03% | Add +12.1% | 21,915 | $2.4M |
| Cornerstone Financial Management LLC | 2.23% | Add +3.9% | 21,870 | $2.4M |
| Altura Wealth Advisors Inc. | 1.05% | New | 21,545 | $2.4M |
| Compound Planning, Inc. | 0.07% | Add +11.6% | 21,490 | $2.4M |
| Stone Summit Wealth LLC | 0.66% | Add +35.5% | 21,157 | $2.4M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +129.1% | 20,873 | $2.3M |
| Avestar Capital, LLC | 0.16% | Reduce -1.1% | 20,793 | $2.3M |
| ONE Advisory Partners, LLC | 0.71% | Add +3.5% | 20,674 | $2.3M |
| Vance Wealth, LLC | 0.66% | Reduce -2.7% | 20,612 | $2.3M |
| Clear Creek Financial Management, LLC | 0.18% | Reduce -1.7% | 20,512 | $2.3M |
| Polaris Investment Advisors, LLC | 1.64% | Add +270.9% | 20,185 | $2.2M |
| Empire Life Investments Inc. | 0.14% | Reduce -34.1% | 19,633 | $2.2M |
| Market Street Wealth Management Advisors LLC | 0.35% | Reduce -1.2% | 19,857 | $2.2M |
| Evolution Wealth Management Inc. | 1.61% | Add +78.8% | 19,764 | $2.2M |
| Oppenheimer & Co. Inc. | 0.03% | Add +4.5% | 19,683 | $2.2M |
| LifePlan Investment Advisors, Inc. | 0.86% | Add +356.9% | 19,657 | $2.2M |
| Patton Albertson Miller Group, LLC | 0.26% | Reduce -13.7% | 19,590 | $2.2M |
| Stonebrook Private Inc. | 0.46% | Reduce -2.8% | 19,577 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +0.9% | 19,175 | $2.1M |
| One Capital Management, LLC | 0.06% | Reduce -1.4% | 19,109 | $2.1M |
| Cannon Financial Strategists, Inc. | 0.28% | Reduce -0.1% | 19,087 | $2.1M |
| Spire Wealth Management | 0.07% | Add +15.4% | 18,911 | $2.1M |
| Tanglewood Wealth Management, Inc. | 0.17% | Reduce -7.3% | 18,883 | $2.1M |
| Blalock Williams, LLC | 1.62% | Add +898.1% | 18,794 | $2.1M |
| Clayton Financial Group LLC | 1.06% | Add +14.0% | 18,595 | $2.1M |
| Tiaa Trust, National Association | 0.13% | Reduce -97.1% | 18,565 | $2.1M |
| Composition Wealth, LLC | 0.03% | Add +165.7% | 18,288 | $2.0M |
| Penobscot Investment Management Company, Inc. | 0.16% | No change | 18,252 | $2.0M |
| Obsidian Cio, LLC | 1.82% | New | 18,170 | $2.0M |
| Commonwealth Retirement Investments LLC | 0.62% | Add +2034.4% | 17,972 | $2.0M |
| Lansing Street Advisors | 0.50% | Reduce -1.1% | 17,780 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -20.4% | 17,721 | $2.0M |
| Visionary Wealth Advisors | 0.09% | Reduce -0.2% | 17,710 | $2.0M |
| Gen-Wealth Partners Inc | 0.62% | Add +30.3% | 17,660 | $2.0M |
| Keel Point, LLC | 0.13% | Add +0.9% | 17,522 | $2.0M |
| ARK & TLK Investments, LLC | 0.53% | No change | 17,490 | $1.9M |
| MKD Wealth Coaches, LLC | 1.91% | Reduce -4.1% | 17,434 | $1.9M |
| Focus Financial Network, Inc. | 0.07% | Reduce -68.0% | 17,326 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +20.9% | 17,268 | $1.9M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.45% | No change | 17,204 | $1.9M |
| Allegheny Financial Group | 0.26% | Add +2.0% | 17,188 | $1.9M |
| Keystone Wealth Services, LLC | 0.40% | Add +2.2% | 16,987 | $1.9M |
| BCU Wealth Advisors, LLC | 0.70% | Add +533.7% | 16,963 | $1.9M |
| GTS Securities LLC | 0.07% | Reduce -31.6% | 16,787 | $1.9M |
| Private Wealth Asset Management, LLC | 0.20% | Add +9.0% | 16,764 | $1.9M |
| Axis Wealth Partners, LLC | 0.98% | Reduce -3.8% | 16,513 | $1.8M |
| BridgePort Financial Solutions, LLC | 0.51% | Add +175.3% | 16,210 | $1.8M |
| Horst & Graben Wealth Management LLC | 0.25% | Add +2.3% | 15,184 | $1.8M |
| Paladin Advisory Group, LLC | 1.36% | Add +0.1% | 16,047 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +402.8% | 15,959 | $1.8M |
| WealthPlan Investment Management, LLC | 0.10% | Reduce -6.2% | 15,808 | $1.8M |
| Brown Advisory Inc. | 0.00% | Add +11.7% | 15,673 | $1.7M |
| Centaurus Financial, Inc. | 0.08% | Reduce -4.3% | 15,662 | $1.7M |
| Cornerstone Wealth, LLC | 0.98% | — | 14,847 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +13.0% | 15,575 | $1.7M |
| Strata Wealth Advisors, LLC | 0.47% | Reduce -0.1% | 15,464 | $1.7M |
| Midwest Trust Co | 0.02% | Add +0.9% | 15,450 | $1.7M |
| Triad Wealth Partners, LLC | 0.14% | Add +24.7% | 15,346 | $1.7M |
| Embree Financial Group | 0.20% | Reduce -17.4% | 15,151 | $1.7M |
| Trustmark Bank Trust Department | 0.11% | No change | 15,059 | $1.7M |
| Ironwood Investment Counsel, LLC | 0.24% | Add +1.2% | 15,027 | $1.7M |
| Verus Capital Partners, LLC | 0.11% | Add +45.0% | 14,911 | $1.7M |
| Wescott Financial Advisory Group, LLC | 0.14% | Add +12.9% | 14,766 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Add +28.3% | 14,704 | $1.6M |
| Sowell Financial Services LLC | 0.06% | Reduce -8.3% | 14,435 | $1.6M |
| First Horizon Corp. | 0.07% | Reduce -0.1% | 14,125 | $1.6M |
| Able Wealth Management LLC | 0.42% | Add +594.5% | 14,023 | $1.6M |
| J.M. Arbour, LLC | 1.49% | New | 13,919 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Add +25.6% | 13,901 | $1.5M |
| Mather Group, Llc. | 0.02% | Add +1.3% | 13,891 | $1.5M |
| SGL Investment Advisors, Inc. | 0.58% | Add +15.5% | 12,646 | $1.5M |
| Paces Ferry Wealth Advisors, LLC | 0.64% | Reduce -0.9% | 13,705 | $1.5M |
| Dynamic Financial Group | 1.25% | Reduce -0.1% | 13,701 | $1.5M |
| Pachira Investments Inc. | 0.71% | Add +0.1% | 13,652 | $1.5M |
| Valeo Financial Advisors, LLC | 0.04% | Add +0.7% | 13,615 | $1.5M |
| Physician Wealth Advisors, Inc. | 0.21% | Reduce -5.4% | 13,413 | $1.5M |
| Valley National Advisers Inc. | 0.19% | Add +1.6% | 13,391 | $1.5M |
| 5T Wealth, LLC | 0.59% | Reduce -20.3% | 13,314 | $1.5M |
| Two West Capital Advisors LLC | 0.78% | Add +178.3% | 12,722 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -35.9% | 13,105 | $1.5M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +136.8% | 13,073 | $1.5M |
| FWG Investments, LLC. | 0.90% | Reduce -9.5% | 12,750 | $1.4M |
| APS Management Group, Inc. | 1.22% | Add +1.2% | 12,748 | $1.4M |
| Wingate Wealth Advisors, Inc. | 0.76% | Add +12.1% | 12,709 | $1.4M |
| Hardy Reed LLC | 0.10% | No change | 12,520 | $1.4M |
| Bison Wealth, LLC | 0.14% | Reduce -1.4% | 11,469 | $1.4M |
| Claro Advisors Inc. | 0.17% | Reduce -24.2% | 12,491 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Add +284.1% | 12,325 | $1.4M |
| JFS Wealth Advisors, LLC | 0.08% | Add +617.0% | 12,240 | $1.4M |
| Citizens Financial Group Inc. | 0.02% | Reduce -6.3% | 12,216 | $1.4M |
| Odyssey Capital Advisors, Inc. | 1.21% | Add +11.3% | 12,154 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +31.9% | 12,115 | $1.3M |
| Sax Wealth Advisors, LLC | 0.06% | No change | 11,748 | $1.3M |
| Life Line Wealth Management LLC | 0.60% | Add +9.8% | 12,009 | $1.3M |
| Synergy Investment Management, LLC | 0.44% | Add +34.2% | 12,005 | $1.3M |
| EFG International AG | 0.03% | New | 11,892 | $1.3M |
| Duncan Williams Asset Management, LLC | 0.37% | Reduce -1.1% | 11,844 | $1.3M |
| Mechanics Bank Trust Department | 0.18% | Reduce -5.4% | 11,704 | $1.3M |
| Beacon Financial Planning, Inc. | 0.50% | Add +84.1% | 11,687 | $1.3M |
| Jabodon PT Co. | 0.15% | New | 11,655 | $1.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.22% | Add +5.0% | 11,562 | $1.3M |
| Capital Asset Managemnet, LLC | 1.45% | New | 11,554 | $1.3M |
| Capital Investment Management, Inc. | 0.44% | New | 11,478 | $1.3M |
| Brooklyn Investment Group | 0.04% | New | 11,263 | $1.3M |
| Cardiff Park Advisors, LLC | 0.10% | No change | 11,236 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | No change | 11,053 | $1.2M |
| Quadrant Private Wealth Management, LLC | 0.19% | Reduce -8.7% | 11,040 | $1.2M |
| BTC Capital Management, Inc. | 0.08% | No change | 11,025 | $1.2M |
| Signal Advisors Wealth, LLC | 0.08% | Add +39.1% | 10,895 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.15% | Add +0.5% | 10,777 | $1.2M |
| M Holdings Securities, Inc. | 0.08% | New | 10,026 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +20.9% | 10,712 | $1.2M |
| Caprock Group, LLC | 0.03% | New | 10,706 | $1.2M |
| Kestra Investment Management, LLC | 0.02% | Add +184.6% | 10,697 | $1.2M |
| Verdence Capital Advisors LLC | 0.07% | Reduce -49.1% | 10,485 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 10,449 | $1.2M |
| Interchange Capital Partners, LLC | 0.37% | Add +300.0% | 11,500 | $1.2M |
| Unify Financial Advisors | 1.18% | Add +408.4% | 10,204 | $1.1M |
| Caliber Wealth Management, LLC / KS | 0.12% | Reduce -5.0% | 10,203 | $1.1M |
| Sovereign Financial Group, Inc. | 0.20% | New | 10,200 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.42% | Add +16.9% | 10,184 | $1.1M |
| Evergreen Capital Management LLC | 0.02% | No change | 10,112 | $1.1M |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -10.1% | 10,101 | $1.1M |
| Facet Wealth, Inc. | 0.02% | Reduce -12.0% | 10,064 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -3.5% | 10,063 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +347.0% | 10,012 | $1.1M |
| Ieq Capital, LLC | 0.01% | Reduce -0.7% | 9,989 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +2.5% | 9,961 | $1.1M |
| Raleigh Capital Management Inc. | 0.38% | Add +1564.6% | 9,921 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +22.9% | 9,921 | $1.1M |
| SMART Wealth LLC | 0.32% | Add +61.0% | 9,853 | $1.1M |
| Mainstream Capital Management LLC | 0.74% | Reduce -0.4% | 9,842 | $1.1M |
| Balance Wealth Partners LLC | 0.34% | Reduce -4.4% | 9,785 | $1.1M |
| Canvas Wealth Advisors, LLC | 0.18% | Reduce -0.9% | 9,754 | $1.1M |
| American State Bank (Iowa) | 0.51% | Add +0.9% | 9,621 | $1.1M |
| Arcadia Wealth Management, LLC | 0.38% | Reduce -14.0% | 9,532 | $1.1M |
| Archer Investment Management, LLC | 0.44% | Add +213.7% | 9,428 | $1.0M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -3.0% | 9,393 | $1.0M |
| Luts & Greenleigh Group, Inc. | 0.83% | Add +4.3% | 9,377 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.7% | 9,328 | $1.0M |
| Apeiron RIA LLC | 0.24% | Reduce -42.0% | 9,264 | $1.0M |
| Quest 10 Wealth Builders, Inc. | 0.90% | Add +0.6% | 9,263 | $1.0M |
| Hutchens & Kramer Investment Management Group, LLC | 0.33% | Add +53.6% | 9,250 | $1.0M |
| Sherman Wealth Management LLC | 0.88% | Reduce -0.3% | 9,199 | $1.0M |
| Calydon Capital | 0.17% | No change | 9,162 | $1.0M |
| Sage Financial Group Inc. | 0.07% | Add +2.5% | 9,161 | $1.0M |
| Gotham Asset Management | 0.00% | Add +7.0% | 9,156 | $1.0M |
| Global Wealth Management Investment Advisory, Inc. | 0.16% | Reduce -7.2% | 9,127 | $1.0M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.42% | Reduce -15.3% | 9,096 | $1.0M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -0.0% | 9,056 | $1.0M |
| Rehmann Capital Advisory Group | 0.05% | Reduce -29.8% | 9,041 | $1.0M |
| Keybank National Association | 0.00% | Reduce -15.8% | 9,040 | $1.0M |
| Taylor & Morgan Wealth Management, LLC | 0.57% | Add +20.2% | 8,939 | $996K |
| Godfrey Financial Associates, Inc. | 0.85% | Add +65.6% | 10,988 | $992K |
| Aspire Private Capital, LLC | 0.22% | Add +242.1% | 8,895 | $991K |
| LVW Advisors, LLC | 0.10% | Reduce -38.5% | 8,889 | $990K |
| Legacy Capital Wealth Partners, LLC | 0.20% | Reduce -1.9% | 8,836 | $984K |
| Stage Harbor Financial, LLC | 0.64% | Add +33.1% | 8,710 | $970K |
| Western Wealth Management, LLC | 0.04% | Add +147.3% | 8,669 | $965K |
| Benjamin Edwards Inc. | 0.01% | Add +47.5% | 8,639 | $962K |
| Advocacy Wealth Management, LLC | 0.04% | Reduce -12.3% | 8,601 | $958K |
| DAVENPORT & Co LLC | 0.01% | Add +176.9% | 8,529 | $950K |
| Centurion Wealth Management LLC | 0.21% | Add +61.6% | 8,509 | $948K |
| Cornerstone Wealth Advisors, Inc. | 0.22% | Reduce -5.6% | 8,453 | $941K |
| Morris Financial Concepts, Inc. | 0.32% | Reduce -4.0% | 8,447 | $941K |
| Mycio Wealth Partners, LLC | 0.19% | No change | 8,372 | $932K |
| HORAN Wealth, LLC | 0.09% | New | 8,171 | $931K |
| Jacobi Capital Management LLC | 0.05% | Reduce -6.3% | 8,355 | $931K |
| Cibc World Market Inc. | 0.00% | Reduce -1.1% | 8,297 | $924K |
| Lifeworks Advisors, LLC | 0.12% | Add +156.8% | 8,264 | $920K |
| Causey Wealth LLC | 0.39% | Reduce -16.5% | 8,262 | $920K |
| BIP Wealth, LLC | 0.04% | Add +12.8% | 8,243 | $918K |
| Asempa Wealth Advisors | 0.80% | Reduce -8.9% | 8,058 | $916K |
| Seeds Investor LLC | 0.12% | New | 7,551 | $912K |
| Milestone Investment Advisors LLC | 0.22% | Add +1.1% | 8,114 | $904K |
| Sigma Planning Corp | 0.03% | Add +20.9% | 8,096 | $902K |
| Targeted Financial Services LLC | 0.74% | Add +6.7% | 8,058 | $897K |
| Private Trust Co. NA | 0.08% | Add +61.6% | 8,006 | $892K |
| James J. Burns & Company, LLC | 0.12% | Reduce -2.9% | 7,909 | $881K |
| Richmond Investment Services, LLC | 0.14% | Add +345.6% | 7,887 | $878K |
| Faithward Advisors, LLC | 0.12% | Add +55.6% | 7,845 | $874K |
| James Investment Research, Inc. | 0.10% | Reduce -0.7% | 7,844 | $874K |
| Fragasso Financial Advisors Inc | 0.05% | Add +0.1% | 7,678 | $871K |
| Accelerate Investment Advisors LLC | 0.58% | New | 7,813 | $870K |
| Berger Financial Group, Inc | 0.05% | Reduce -79.8% | 7,798 | $868K |
| Madden Advisory Services, Inc. | 0.34% | Add +55.9% | 7,797 | $868K |
| First Commonwealth Financial Corp | 0.14% | Reduce -43.1% | 7,795 | $868K |
| Latitude Advisors, LLC | 0.40% | Reduce -16.3% | 7,765 | $865K |
| Sound Financial Strategies Group, LLC | 0.59% | Add +59.3% | 7,763 | $865K |
| First Citizens Financial Corp | 0.41% | Add +24.2% | 7,763 | $865K |
| Transamerica Financial Advisors, LLC | 0.07% | New | 7,737 | $862K |
| Transcend Capital Advisors, LLC | 0.07% | Add +290.6% | 7,730 | $861K |
| B.O.S.S. Retirement Advisors, LLC | 0.26% | Reduce -15.1% | 7,728 | $861K |
| Collective Family Office LLC | 0.19% | No change | 7,700 | $858K |
| Palisade Asset Management, LLC | 0.09% | No change | 7,684 | $856K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +89.7% | 7,663 | $854K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Add +3.3% | 7,621 | $849K |
| WASHINGTON TRUST Co | 0.03% | Add +18.7% | 7,583 | $845K |
| Diversified Enterprises, LLC | 0.05% | Reduce -13.8% | 7,583 | $844K |
| GGM Financial LLC | 0.38% | Add +0.1% | 7,419 | $826K |
| Klingman & Associates, LLC | 0.04% | Add +0.8% | 7,383 | $822K |
| Unique Wealth, LLC | 0.11% | Reduce -18.6% | 7,256 | $808K |
| Prospera Financial Services Inc | 0.01% | Reduce -5.3% | 7,227 | $805K |
| Alterna Wealth Management, Inc. | 0.61% | Add +269.7% | 7,195 | $801K |
| Noble Family Wealth, LLC | 0.16% | No change | 7,160 | $797K |
| KPP Advisory Services LLC | 0.12% | Reduce -33.6% | 7,147 | $796K |
| Copia Wealth Management | 0.54% | Reduce -4.5% | 7,072 | $788K |
| Alta Wealth Advisors LLC | 0.26% | New | 7,059 | $786K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -16.2% | 7,018 | $782K |
| RCS Financial Planning, LLC | 0.41% | Add +1.0% | 7,010 | $781K |
| SilverOak Wealth Management LLC | 0.12% | Add +15.3% | 7,006 | $780K |
| LMCG Investments, LLC | 0.05% | Add +7.7% | 6,958 | $775K |
| Nicolet Bankshares Inc. | 0.03% | New | 6,940 | $773K |
| Americana Partners, LLC | 0.02% | Add +3.2% | 6,931 | $772K |
| Coldstream Capital Management Inc. | 0.01% | New | 6,859 | $764K |
| Pointe Capital Management LLC | 0.38% | Add +30.0% | 6,848 | $763K |
| Golden State Wealth Management, LLC | 0.08% | Add +7.9% | 6,793 | $757K |
| PFG Advisors | 0.04% | Reduce -12.1% | 6,766 | $753K |
| MAI Capital Management | 0.00% | Reduce -4.1% | 6,752 | $752K |
| Northland Securities, Inc. | 0.71% | Reduce -1.3% | 6,743 | $751K |
| Central Pacific Bank - Trust Division | 0.10% | Add +4.1% | 6,715 | $748K |
| Brookwood Investment Group LLC | 0.10% | Reduce -20.1% | 6,701 | $746K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 6,676 | $743K |
| Cambient Family Office, LLC | 0.10% | No change | 6,674 | $743K |
| OMNI 360 Wealth, Inc. | 0.38% | Reduce -17.7% | 6,651 | $741K |
| Rockland Trust Co. | 0.03% | Reduce -0.3% | 6,641 | $740K |
| UNIVEST FINANCIAL Corp | 0.04% | Add +8.8% | 6,625 | $738K |
| Eastern Bank | 0.01% | Reduce -58.0% | 6,603 | $735K |
| Financial Perspectives, Inc | 0.20% | Add +9.6% | 6,426 | $716K |
| Institute for Wealth Management, LLC. | 0.08% | Add +2.9% | 6,413 | $714K |
| Scarborough Advisors, LLC | 0.08% | New | 6,342 | $706K |
| Ewa, LLC | 0.16% | Reduce -11.5% | 6,339 | $706K |
| Confluence Wealth Services, Inc. | 0.03% | Add +0.4% | 6,288 | $700K |
| Hazlett, Burt & Watson, Inc. | 0.22% | Add +7.4% | 6,213 | $692K |
| HRC Wealth Management, LLC | 0.33% | Reduce -2.5% | 6,206 | $691K |
| Tassel Capital Management, Inc. | 0.37% | Add +9.5% | 6,040 | $673K |
| Bridges Investment Management Inc. | 0.01% | Reduce -3.6% | 6,000 | $668K |
| Bayban | 0.58% | No change | 5,997 | $668K |
| Semus Wealth Partners LLC | 0.37% | New | 5,987 | $667K |
| Argent Trust Co | 0.02% | Add +240.0% | 5,974 | $665K |
| Cypress Capital Group | 0.07% | Reduce -0.1% | 5,958 | $664K |
| ASL Financial, LLC | 0.53% | Add +1.2% | 5,947 | $662K |
| Oxford Financial Group, LTD. LLC | 0.04% | Reduce -1.2% | 5,932 | $661K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -0.5% | 5,775 | $643K |
| Kintra Wealth, LLC | 0.05% | New | 5,741 | $639K |
| FLP Wealth Management, LLC | 1.32% | Reduce -5.3% | 5,731 | $638K |
| Renaissance Technologies | 0.00% | Reduce -75.6% | 5,700 | $635K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 5,568 | $633K |
| Sentinel Advisory Group, LLC | 0.30% | — | 5,590 | $623K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | Reduce -8.4% | 5,471 | $609K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 5,450 | $607K |
| Montecito Bank & Trust | 0.10% | Reduce -1.6% | 5,412 | $603K |
| Ascentis Independent Advisors | 0.05% | New | 5,377 | $599K |
| World Equity Group, Inc. | 0.15% | New | 5,334 | $594K |
| Decker Retirement Planning Inc. | 0.27% | Add +0.9% | 5,335 | $594K |
| Alerus Financial NA | 0.03% | No change | 5,326 | $593K |
| Kelman-Lazarov, Inc. | 0.08% | No change | 5,295 | $590K |
| Legacy Edge Advisors, LLC | 0.06% | Add +56.5% | 5,268 | $587K |
| Independence Bank of Kentucky | 0.07% | No change | 5,266 | $586K |
| Daybright Advisory Services, Inc. | 0.16% | Add +0.8% | 5,169 | $576K |
| Choate Investment Advisors | 0.01% | No change | 5,148 | $573K |
| JT Stratford LLC | 0.07% | New | 5,130 | $571K |
| Bluedoor Private Wealth, LLC | 0.26% | Reduce -22.7% | 5,119 | $570K |
| Betterment LLC | 0.00% | Reduce -4.9% | 5,090 | $567K |
| Spectrum Advisors, Inc. | 0.44% | — | 5,043 | $562K |
| Stephens Inc. | 0.01% | No change | 5,030 | $560K |
| Jordan Park Group LLC | 0.03% | Reduce -0.6% | 5,021 | $559K |
| Gables Capital Management Inc. | 0.24% | No change | 5,007 | $558K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 4,597 | $549K |
| Koshinski Asset Management, Inc. | 0.03% | Add +5.2% | 4,893 | $545K |
| Centennial Advisors, LLC | 0.69% | Reduce -11.4% | 4,841 | $539K |
| Beacon Financial Group | 0.05% | Add +2.2% | 4,828 | $538K |
| SCS Capital Management LLC | 0.01% | Reduce -0.3% | 4,783 | $533K |
| Plancorp, LLC | 0.02% | No change | 4,470 | $530K |
| Harbour Capital Advisors, LLC | 0.10% | Reduce -5.3% | 4,431 | $529K |
| Narus Financial Partners, LLC | 0.14% | Reduce -9.3% | 4,751 | $529K |
| Legacy Wealth Partners, LLC | 0.13% | New | 4,677 | $521K |
| Independent Financial Group, LLC | 0.01% | Add +10.4% | 4,658 | $519K |
| Keystone Financial Group | 0.04% | New | 4,623 | $518K |
| Bogart Wealth, LLC | 0.02% | No change | 4,638 | $517K |
| Athena Investment Management | 0.27% | No change | 4,619 | $514K |
| Ascentis Wealth Management, LLC | 0.11% | Add +65.4% | 4,609 | $513K |
| Inspire Advisors, LLC | 0.04% | Add +41.3% | 4,566 | $508K |
| QRG Capital Management, Inc. | 0.01% | Reduce -55.6% | 4,561 | $508K |
| Aprio Wealth Management, LLC | 0.03% | Add +2.2% | 4,544 | $506K |
| Leisure Capital Management | 0.17% | No change | 4,477 | $499K |
| Ehrlich Financial Group | 0.29% | Reduce -19.8% | 4,462 | $497K |
| Peterson Wealth Advisors, LLC | 0.07% | Add +1.8% | 4,420 | $492K |
| MainStreet Investment Advisors LLC | 0.07% | Add +12.8% | 4,400 | $490K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -1.4% | 4,398 | $490K |
| Moneco Advisors, LLC | 0.04% | Reduce -1.6% | 4,369 | $487K |
| PFG Investments, LLC | 0.02% | Add +107.8% | 4,352 | $485K |
| Chatterton & Associates Inc. | 0.34% | Add +37.1% | 4,073 | $481K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -25.6% | 4,272 | $476K |
| Spectrum Planning & Advisory Services Inc. | 0.23% | Reduce -21.0% | 4,263 | $475K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -0.3% | 4,241 | $472K |
| Vision Retirement, LLC | 0.13% | Reduce -36.3% | 4,214 | $469K |
| Sheets Smith Wealth Management | 0.05% | Add +1.2% | 4,211 | $469K |
| Hickory Point Bank & Trust | 0.31% | No change | 4,174 | $465K |
| Elevation Wealth Management LLC | 0.42% | Add +19.0% | 4,140 | $461K |
| Maripau Wealth Management LLC | 0.20% | New | 4,119 | $459K |
| Harbour Investments, Inc. | 0.01% | Reduce -10.0% | 4,118 | $459K |
| Droms Strauss Advisors Inc. /Mo/ | 0.12% | Add +2.9% | 4,101 | $457K |
| Vann Equity Management LLC | 0.32% | — | 4,044 | $450K |
| Aegis Wealth Management, Inc. | 0.35% | New | 4,031 | $449K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +58.5% | 4,016 | $447K |
| Continuum Advisory, LLC | 0.04% | New | 3,946 | $439K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +56.3% | 3,917 | $436K |
| DGS Capital Management, LLC | 0.07% | Reduce -7.1% | 3,904 | $435K |
| Hilltop National Bank | 0.10% | No change | 3,875 | $432K |
| VestGen Investment Management | 0.24% | New | 3,830 | $427K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | New | 3,830 | $426K |
| Old National Bancorp | 0.01% | Reduce -13.8% | 3,829 | $426K |
| Associated Banc-Corp | 0.01% | Reduce -0.1% | 3,817 | $425K |
| Cooper Financial Group | 0.04% | Reduce -25.4% | 3,783 | $421K |
| Elevated Capital Advisors, LLC | 0.11% | Reduce -6.7% | 3,782 | $421K |
| Unified Investment Management | 0.43% | Reduce -2.3% | 3,778 | $421K |
| Urban Financial Advisory Corp | 0.15% | Add +2.5% | 3,774 | $420K |
| Diversified Trust Co. | 0.01% | No change | 3,747 | $417K |
| Cape Investment Advisory, Inc. | 0.14% | Add +688.2% | 3,744 | $417K |
| Krilogy Financial LLC | 0.01% | Add +94.0% | 3,473 | $417K |
| Balentine LLC | 0.02% | No change | 3,731 | $416K |
| Kelly Financial Services LLC | 0.10% | New | 3,688 | $411K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 3,687 | $411K |
| Wolff Financial Management LLC | 0.09% | Reduce -1.7% | 3,686 | $411K |
| Pines Wealth Management, LLC | 0.13% | Reduce -7.0% | 3,671 | $409K |
| Guidance Point Advisors, LLC | 0.10% | No change | 3,663 | $408K |
| Aspiriant, LLC | 0.01% | Reduce -0.0% | 3,659 | $408K |
| PUREfi Wealth, LLC | 0.27% | New | 3,656 | $407K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,615 | $403K |
| Connecticut Wealth Management, LLC | 0.02% | Add +7.5% | 3,582 | $399K |
| Aspen Wealth Management LLC | 0.08% | No change | 3,582 | $399K |
| Lifelong Wealth Advisors, Inc. | 0.11% | Add +8.4% | 3,575 | $398K |
| Theory Financial LLC | 0.14% | Add +31.4% | 3,573 | $398K |
| Doliver Advisors, LP | 0.09% | No change | 3,570 | $398K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -0.6% | 3,553 | $396K |
| Laurel Wealth Advisors LLC | 0.04% | Reduce -0.0% | 3,207 | $393K |
| Redwood Investment Management, LLC | 0.05% | Add +5.2% | 3,533 | $393K |
| Fulton Bank, N.A. | 0.01% | Reduce -34.3% | 3,501 | $390K |
| GWN Securities Inc. | 0.07% | New | 3,473 | $387K |
| LongView Wealth Management | 0.10% | New | 3,202 | $387K |
| Fisher Asset Management | 0.00% | Reduce -25.0% | 3,464 | $386K |
| Waldron Private Wealth LLC | 0.01% | Add +6.3% | 3,439 | $383K |
| Milestone Asset Management Group, LLC | 0.22% | No change | 3,434 | $382K |
| Evanson Asset Management, LLC | 0.02% | Reduce -1.5% | 3,431 | $382K |
| Rothschild Wealth LLC | 0.03% | Reduce -31.2% | 3,423 | $381K |
| CGN Advisors LLC | 0.03% | Add +1.2% | 3,392 | $378K |
| FSA Advisors, Inc. | 0.25% | New | 3,362 | $374K |
| Aspire Capital Advisors LLC | 0.08% | No change | 3,355 | $374K |
| Tempus Wealth Planning, LLC | 0.09% | Reduce -25.2% | 3,348 | $373K |
| HUB Investment Partners, LLC | 0.01% | Reduce -0.8% | 3,347 | $373K |
| Fermata Advisors, LLC | 0.08% | Reduce -7.7% | 3,343 | $372K |
| Vident Advisory, LLC | 0.00% | Add +8.4% | 3,337 | $372K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 3,331 | $371K |
| TD Capital Management LLC | 0.03% | No change | 3,301 | $368K |
| Hobart Private Capital, LLC | 0.07% | Reduce -1.4% | 3,295 | $367K |
| Westfuller Advisors, LLC | 0.16% | No change | 3,292 | $367K |
| Triangle Securities Wealth Management | 0.08% | Add +2.7% | 3,288 | $366K |
| Security Financial Services, INC. | 0.06% | Add +13.9% | 3,286 | $366K |
| Quantum Portfolio Management LLC | 0.16% | New | 3,276 | $365K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.6% | 3,257 | $363K |
| Conning Inc. | 0.01% | No change | 3,255 | $363K |
| Harbor Investment Advisory, LLC | 0.03% | Add +809.2% | 3,246 | $362K |
| Arax Advisory Partners | 0.01% | Reduce -69.4% | 3,245 | $361K |
| Ledyard National Bank | 0.03% | No change | 3,238 | $361K |
| Harding Loevner LP | 0.00% | Add +80.4% | 3,236 | $360K |
| Fiscal Wisdom Wealth Management, LLC | 0.35% | New | 3,233 | $360K |
| Stokes Family Office, LLC | 0.04% | Reduce -42.6% | 3,208 | $357K |
| Mission Wealth Management, LP | 0.01% | Reduce -0.3% | 3,167 | $353K |
| StoneX Group Inc. | 0.02% | Reduce -47.4% | 3,083 | $343K |
| Perennial Investment Advisors, LLC | 0.03% | New | 3,067 | $342K |
| Pettinga Financial Advisors LLC | 0.06% | Reduce -2.7% | 3,058 | $341K |
| Wedmont Private Capital | 0.01% | No change | 2,869 | $340K |
| Baker Tilly Wealth Management, LLC | 0.08% | Add +37.4% | 3,048 | $340K |
| Lockerman Financial Group, Inc. | 0.61% | New | 3,034 | $338K |
| Modera Wealth Management, LLC | 0.00% | Add +29.2% | 3,015 | $336K |
| Elevated Financial Group LLC | 0.11% | Reduce -31.0% | 3,005 | $335K |
| Charter Research & Investment Group, Inc. | 0.22% | Add +2.4% | 2,977 | $332K |
| Two Sigma Securities, LLC | 0.04% | New | 2,964 | $330K |
| Patten & Patten Inc. | 0.02% | Add +39.7% | 2,950 | $329K |
| Heartwood Wealth Advisors LLC | 0.03% | New | 2,933 | $327K |
| Cedar Point Capital Partners, LLC | 0.21% | Add +42.5% | 2,922 | $325K |
| Fortress Financial Group, LLC | 0.24% | No change | 2,894 | $322K |
| Stephen J. Garry & Associates, LLC | 0.26% | Add +1.8% | 2,890 | $322K |
| Allworth Financial LP | 0.00% | Reduce -2.8% | 2,886 | $321K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -6.2% | 2,869 | $320K |
| Rossby Financial, LCC | 0.07% | Add +18.1% | 2,808 | $319K |
| Summit Financial Strategies, Inc. | 0.02% | Reduce -22.6% | 2,836 | $316K |
| Advisory Alpha, LLC | 0.01% | Add +5.7% | 2,830 | $315K |
| Bessemer Group Inc. | 0.00% | Reduce -2.2% | 2,807 | $313K |
| Balefire, LLC | 0.06% | New | 2,810 | $313K |
| Midwest Heritage Bank, FSB | 0.10% | Reduce -22.5% | 2,807 | $313K |
| KFA Private Wealth Group, LLC | 0.07% | New | 2,798 | $312K |
| GeoWealth Management, LLC | 0.01% | Add +207.7% | 2,797 | $311K |
| XY Planning Network, Inc. | 0.05% | New | 2,739 | $311K |
| Highland Capital Management, LLC | 0.02% | Reduce -9.0% | 2,780 | $310K |
| Hurlow Wealth Management Group, Inc. | 0.07% | Reduce -0.4% | 2,777 | $309K |
| Maridea Wealth Management LLC | 0.04% | Add +20.1% | 2,767 | $308K |
| Matrix Private Capital Group LLC | 0.15% | Add +28.8% | 2,762 | $308K |
| Sequent Planning LLC | 0.07% | New | 2,743 | $306K |
| Rollins Financial Advisors, LLC | 0.05% | Add +21.0% | 2,733 | $304K |
| Novus Advisors, LLC | 0.68% | Reduce -4.8% | 2,716 | $302K |
| AdvisorNet Financial, Inc | 0.02% | Add +44.6% | 2,695 | $300K |
| ERn Financial, LLC | 0.06% | Add +6.8% | 2,695 | $300K |
| Lane Brothers & Co. Inc. | 0.22% | Reduce -7.8% | 2,693 | $300K |
| Atlatl Advisers LLC | 0.22% | Add +30.6% | 2,691 | $300K |
| Sutton Place Investors LLC | 0.16% | Reduce -5.1% | 2,677 | $298K |
| FLC Capital Advisors | 0.05% | No change | 2,671 | $297K |
| Focused Alpha, LLC | 0.09% | Add +1.4% | 2,669 | $297K |
| Madison Wealth Partners, Inc | 0.05% | Add +3.2% | 2,662 | $296K |
| Index Technologies Group LLC | 0.32% | New | 2,616 | $291K |
| Cortland Associates Inc. | 0.04% | No change | 2,614 | $291K |
| Tocqueville Asset Management L.P. | 0.00% | Reduce -25.6% | 2,610 | $291K |
| Brand Asset Management Group, Inc. | 0.08% | New | 2,609 | $291K |
| Hemenway Trust Co LLC | 0.02% | New | 2,600 | $290K |
| Legacy Wealth Asset Management, LLC | 0.07% | Reduce -2.5% | 2,587 | $288K |
| Certuity, LLC | 0.02% | New | 2,581 | $287K |
| Curtis Wealth Management LLC | 0.27% | Add +39.5% | 2,578 | $287K |
| Twin Focus Capital Partners, LLC | 0.03% | No change | 2,572 | $286K |
| JGP Wealth Management, LLC | 0.03% | Add +30.8% | 2,560 | $285K |
| Quartz Partners, LLC | 0.11% | Reduce -37.9% | 2,540 | $283K |
| Kelly Financial Group LLC | 0.07% | Add +25.7% | 2,523 | $281K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 2,504 | $279K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 2,500 | $278K |
| Retirement Solution LLC | 0.07% | Add +13.7% | 2,489 | $277K |
| Synergy Financial Group, LTD | 0.21% | No change | 2,473 | $275K |
| Altfest L J & Co. Inc. | 0.03% | No change | 2,473 | $275K |
| Strathmore Capital Advisors, Inc. | 0.08% | New | 2,307 | $275K |
| Bonfire Financial | 0.21% | No change | 2,468 | $275K |
| Resurgent Financial Advisors LLC | 0.10% | New | 2,461 | $274K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -9.8% | 2,458 | $274K |
| My Personal CFO, LLC | 0.12% | No change | 2,447 | $273K |
| Global Wealth Strategies & Associates | 0.07% | Add +1.0% | 2,447 | $273K |
| Scotia Capital Inc. | 0.00% | Add +33.4% | 2,431 | $271K |
| TritonPoint Partners, LLC | 0.10% | Add +17.1% | 2,423 | $270K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | No change | 2,416 | $269K |
| Goldstein Advisors, LLC | 0.03% | Add +1.7% | 2,412 | $269K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -29.6% | 2,411 | $269K |
| Heritage Family Offices, LLP | 0.12% | Reduce -14.9% | 2,404 | $268K |
| Bedminster, LLC | 0.25% | Reduce -16.6% | 2,375 | $265K |
| Fonville Wealth Management LLC | 0.05% | No change | 2,375 | $265K |
| Money Concepts Capital Corp. | 0.01% | New | 2,367 | $264K |
| Yoffe Investment Management, LLC | 0.34% | No change | 2,358 | $263K |
| A4 Wealth Advisors LLC | 0.22% | Reduce -19.3% | 2,356 | $262K |
| Oakworth Capital, Inc. | 0.01% | No change | 2,355 | $262K |
| Clear Retirement Advice LLC | 0.20% | No change | 2,331 | $260K |
| Cedarwood Wealth LLC | 0.26% | Add +4.5% | 2,325 | $259K |
| Beacon Financial Advisory LLC | 0.06% | Reduce -18.7% | 2,323 | $259K |
| International Assets Investment Management, LLC | 0.02% | Add +46.5% | 2,273 | $258K |
| Orin Green Financial, LLC | 0.11% | Reduce -9.9% | 2,310 | $257K |
| Walkner Condon Financial Advisors LLC | 0.03% | Reduce -3.8% | 2,304 | $257K |
| Proactive Wealth Strategies LLC | 0.05% | New | 2,300 | $256K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 2,293 | $255K |
| Walleye Partners, LLC | 0.31% | No change | 2,265 | $252K |
| Town Capital LLC | 0.20% | Reduce -63.7% | 2,261 | $252K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 2,260 | $252K |
| Nwam LLC | 0.01% | New | 2,237 | $249K |
| Bernicke Wealth Management, Ltd. | 0.03% | Reduce -2.5% | 2,227 | $248K |
| Strategic Financial Concepts, LLC | 0.06% | New | 2,225 | $248K |
| Stirlingshire Investments, Inc. | 0.22% | New | 2,219 | $247K |
| Rosenberg Matthew Hamilton | 0.05% | Reduce -8.9% | 2,216 | $247K |
| Centerline Wealth Advisors, LLC | 0.09% | Reduce -66.9% | 2,186 | $243K |
| Networth Advisors, LLC | 0.17% | Reduce -10.4% | 2,183 | $243K |
| Kiley Juergens Wealth Management, LLC | 0.04% | New | 2,170 | $242K |
| Channel Wealth LLC | 0.06% | Reduce -0.1% | 2,160 | $241K |
| Uptick Partners, LLC | 0.05% | Reduce -7.6% | 2,149 | $239K |
| Wealthgarden F.S. LLC | 0.16% | New | 2,132 | $237K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -33.4% | 2,131 | $237K |
| Neumann Capital Management, LLC | 0.07% | No change | 2,125 | $237K |
| CRA Financial Services, LLC | 0.03% | No change | 2,125 | $237K |
| American National Bank & Trust | 0.02% | No change | 2,118 | $236K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -7.0% | 2,096 | $233K |
| HBK Sorce Advisory LLC | 0.00% | New | 1,900 | $233K |
| Community Financial Services Group, LLC | 0.04% | No change | 2,033 | $231K |
| Financial Partners Group, Inc | 0.03% | No change | 2,051 | $228K |
| Watchman Group, Inc. | 0.06% | Reduce -81.6% | 2,047 | $228K |
| Sanchez Gaunt Capital Management, LLC | 0.14% | — | 2,046 | $228K |
| Accretive Wealth Partners, LLC | 0.06% | No change | 1,992 | $222K |
| Commonwealth Financial Services, LLC | 0.04% | Reduce -3.2% | 1,988 | $221K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,967 | $219K |
| Veracity Capital LLC | 0.08% | New | 1,966 | $219K |
| First Financial Corp. | 0.09% | Add +19.5% | 1,952 | $217K |
| Mainstay Capital Management LLC | 0.02% | New | 1,950 | $217K |
| Flagstar Securities, Inc. | 0.08% | New | 1,947 | $217K |
| Goelzer Investment Management, Inc. | 0.01% | New | 1,939 | $216K |
| Essex Bank | 0.05% | Reduce -8.6% | 1,929 | $215K |
| Haverford Trust Co | 0.00% | Reduce -28.4% | 1,910 | $213K |
| NorthLanding Financial Partners, LLC | 0.17% | No change | 1,900 | $212K |
| XML Financial, LLC | 0.02% | No change | 1,899 | $212K |
| Shufro Rose & Co. LLC | 0.01% | No change | 1,880 | $209K |
| Cornerstone Wealth Group, LLC | 0.01% | New | 1,744 | $207K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,852 | $206K |
| Opal Wealth Advisors, LLC | 0.05% | Reduce -44.0% | 1,849 | $206K |
| Journey Beyond Wealth, LLC | 0.18% | Reduce -2.7% | 1,848 | $206K |
| Hudson Portfolio Management LLC | 0.17% | No change | 1,840 | $205K |
| Alhambra Investment Management LLC | 0.09% | No change | 1,831 | $204K |
| Means Investment Co., Inc. | 0.02% | No change | 1,827 | $203K |
| Daviman Financial, LLC | 0.12% | Reduce -16.7% | 1,823 | $203K |
| AA Financial Advisors, LLC | 0.03% | New | 1,818 | $202K |
| Intelligence Driven Advisers, LLC | 0.04% | No change | 1,807 | $201K |
| CIBC Bancorp USA Inc. | 0.00% | — | 1,805 | $201K |
| 2UniFi Bank | 0.09% | No change | 1,755 | $195K |
| REAP Financial Group, LLC | 0.04% | Reduce -3.5% | 1,732 | $193K |
| Hyundai Investments Co., Ltd. | 0.22% | Reduce -55.8% | 1,786 | $192K |
| Osbon Capital Management LLC | 0.15% | Reduce -3.3% | 1,656 | $184K |
| National Bank of Canada | 0.00% | Reduce -79.0% | 1,636 | $182K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,616 | $180K |
| KERR FINANCIAL PLANNING Corp | 0.12% | Add +0.1% | 1,481 | $173K |
| Founders Financial Alliance, LLC | 0.03% | Add +75.8% | 1,531 | $171K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 1,500 | $167K |
| Larson Financial Group LLC | 0.01% | Reduce -68.8% | 1,472 | $164K |
| Capital Advisor Network LLC | 0.23% | — | 1,472 | $164K |
| New Republic Capital, LLC | 0.05% | Add +947.5% | 1,456 | $162K |
| Sound Income Strategies, LLC | 0.01% | Reduce -33.8% | 1,359 | $155K |
| Creative Financial Designs Inc. | 0.01% | Reduce -36.5% | 1,387 | $154K |
| Vanguard National Trust Co | 0.01% | — | 1,381 | $154K |
| Merkkuri Wealth Advisors LLC | 0.10% | New | 1,336 | $149K |
| Webster Bank, N. A. | 0.01% | No change | 1,295 | $144K |
| Zions Bancorporation, National Association | 0.01% | No change | 1,212 | $135K |
| Vanguard Advisers Inc. | 0.00% | — | 1,155 | $129K |
| Ashton Thomas Securities, LLC | 0.02% | New | 1,100 | $123K |
| GAMMA Investing LLC | 0.01% | Reduce -29.5% | 1,100 | $123K |
| Advisortrust Partners, LLC | 0.05% | New | 1,099 | $122K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,074 | $120K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 1,060 | $118K |
| Hamrick Investment Counsel, llc | 0.06% | Add +366.7% | 1,050 | $117K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 973 | $108K |
| Angeles Wealth Management, LLC | 0.01% | No change | 972 | $108K |
| Dynamic Wealth Strategies, LLC | 0.06% | No change | 967 | $108K |
| Peterson Wealth Services | 0.03% | No change | 960 | $107K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Add +10.0% | 949 | $106K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -2.4% | 947 | $105K |
| Addison Advisors LLC | 0.02% | No change | 943 | $105K |
| Wolff Wiese Magana LLC | 0.06% | No change | 935 | $104K |
| Whittier Trust Co. | 0.00% | No change | 900 | $102K |
| Murphy & Mullick Capital Management Corp | 0.07% | No change | 902 | $100K |
| Indiana Trust & Investment Management Co | 0.03% | Add +25.7% | 894 | $100K |
| MeadowBrook Investment Advisors LLC | 0.09% | No change | 891 | $99K |
| POM Investment Strategies, LLC | 0.12% | Add +2615.6% | 869 | $97K |
| Financial Consulate, Inc. | 0.01% | Add +86.5% | 830 | $92K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 805 | $90K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 749 | $89K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 725 | $82K |
| Tidemark, LLC | 0.02% | Add +10.1% | 728 | $81K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 716 | $80K |
| Ballast Advisors LLC | 0.02% | No change | 681 | $76K |
| Ares Financial Consulting, LLC | 0.06% | No change | 642 | $73K |
| Hoey Investments, Inc. | 0.01% | No change | 639 | $71K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 639 | $71K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.10% | No change | 609 | $68K |
| Global Assets Advisory, LLC | 0.02% | New | 573 | $64K |
| Leo H. Evart, Inc. | 0.05% | — | 539 | $60K |
| Activest Wealth Management | 0.01% | No change | 536 | $60K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 530 | $60K |
| Kings Path Partners LLC | 0.02% | No change | 520 | $58K |
| Dunhill Financial, LLC | 0.01% | Add +56.3% | 519 | $58K |
| Mascoma Wealth Management LLC | 0.01% | No change | 519 | $58K |
| MPWM Advisory Solutions, LLC | 0.03% | Add +10.8% | 512 | $57K |
| Clark Wealth Partners | 0.04% | Reduce -5.4% | 511 | $57K |
| Salem Investment Counselors Inc. | 0.00% | New | 502 | $56K |
| HighMark Wealth Management LLC | 0.02% | Reduce -25.9% | 498 | $55K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 493 | $55K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 487 | $54K |
| Coston, McIsaac & Partners | 0.01% | No change | 480 | $53K |
| Destiny Wealth Partners, LLC | 0.01% | New | 465 | $52K |
| Missouri Trust & Investment Co | 0.01% | No change | 460 | $51K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 454 | $51K |
| Philadelphia Investment Partners, LLC | 0.03% | — | 446 | $50K |
| Integrity Financial Corp | 0.02% | No change | 437 | $49K |
| Imprint Wealth LLC | 0.22% | No change | 434 | $48K |
| West Financial Advisors, LLC | 0.01% | Add +11.4% | 430 | $48K |
| Hughes Financial Services, LLC | 0.01% | No change | 426 | $47K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 422 | $47K |
| Team Financial Group, LLC | 0.02% | Reduce -1.9% | 415 | $46K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 413 | $46K |
| Ameriflex Group, Inc. | 0.02% | Reduce -28.7% | 397 | $44K |
| CVA Family Office, LLC | 0.00% | No change | 366 | $41K |
| NorthAvenue LLC | 0.03% | No change | 364 | $41K |
| Colonial Trust Co / SC | 0.01% | Reduce -3.2% | 362 | $40K |
| Tucker Asset Management LLC | 0.01% | No change | 359 | $40K |
| Collier Financial | 0.03% | No change | 350 | $39K |
| AlphaCore Capital LLC | 0.00% | Add +14.0% | 333 | $37K |
| Wellington Grp LLC | 0.01% | New | 332 | $37K |
| Birchwood Financial Partners, Inc. | 0.04% | Reduce -35.3% | 330 | $37K |
| Root Financial Partners, LLC | 0.00% | Reduce -52.5% | 327 | $36K |
| Hamilton Point Investment Advisors, LLC | 0.01% | No change | 326 | $36K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 322 | $36K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 321 | $36K |
| Tsfg, LLC | 0.01% | Reduce -5.8% | 306 | $34K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 302 | $34K |
| Phillips Financial Management, LLC | 0.00% | No change | 302 | $34K |
| Anchor Investment Management, LLC | 0.00% | No change | 301 | $34K |
| Wells Financial Advisors INC | 0.15% | Reduce -73.5% | 295 | $33K |
| Strategic Advisory Partners, LLC | 0.03% | New | 293 | $33K |
| Aventura Private Wealth, LLC | 0.01% | New | 284 | $32K |
| Coastline Trust Co | 0.00% | New | 282 | $31K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 278 | $31K |
| Breakwater Investment Management | 0.01% | No change | 275 | $31K |
| Protective Life Corp. | 0.09% | New | 254 | $28K |
| Rice Partnership, LLC | 0.00% | No change | 250 | $28K |
| Riverview Trust Co | 0.03% | No change | 248 | $28K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 246 | $27K |
| Evermay Wealth Management LLC | 0.00% | No change | 245 | $27K |
| Richardson Capital Management LLC | 0.01% | Reduce -8.3% | 244 | $27K |
| Signature Equity Partners, LLC | 0.01% | Add +1147.4% | 237 | $26K |
| St Germain D J Co. Inc. | 0.00% | No change | 234 | $26K |
| Bangor Savings Bank | 0.00% | No change | 227 | $25K |
| Adirondack Trust Co. | 0.01% | No change | 199 | $22K |
| Atwood & Palmer Inc. | 0.00% | No change | 193 | $21K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Reduce -19.1% | 190 | $21K |
| Rogco, LP | 0.01% | No change | 188 | $21K |
| Nova Wealth Management, Inc. | 0.01% | New | 183 | $20K |
| EPG Wealth Management LLC | 0.01% | No change | 179 | $20K |
| Tompkins Financial Corp. | 0.00% | Reduce -13.6% | 178 | $20K |
| Walsh & Associates, LLC | 0.02% | No change | 175 | $19K |
| Howe & Rusling Inc. | 0.00% | No change | 173 | $19K |
| Park Place Capital Corp | 0.00% | No change | 173 | $19K |
| WealthCollab, LLC | 0.01% | No change | 171 | $19K |
| Chesapeake Asset Management LLC | 0.01% | No change | 162 | $18K |
| Magnolia Wealth Management, LLC | 0.01% | New | 161 | $18K |
| WFA of San Diego, LLC | 0.01% | No change | 157 | $17K |
| Triumph Capital Management | 0.00% | No change | 155 | $17K |
| Bravera Wealth | 0.01% | No change | 147 | $16K |
| Arlington Trust Co LLC | 0.00% | No change | 145 | $16K |
| Simplex Trading, LLC | 0.00% | New | 142 | $16K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 137 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Add +1.5% | 134 | $15K |
| Gill Capital Partners, LLC | 0.00% | New | 128 | $14K |
| Bernard Wealth Management Corp. | 0.01% | No change | 120 | $13K |
| Asset Dedication, LLC | 0.00% | New | 113 | $13K |
| Center for Financial Planning, Inc. | 0.00% | No change | 110 | $12K |
| Glassman Wealth Services | 0.00% | No change | 109 | $12K |
| Smithfield Trust Co | 0.00% | No change | 100 | $12K |
| TopTier Wealth Management, LLC | 0.01% | New | 107 | $12K |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 104 | $12K |
| Hurley Capital, LLC | 0.01% | No change | 101 | $11K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 100 | $11K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 87 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 87 | $10K |
| Wagner Wealth Management, LLC | 0.00% | New | 87 | $10K |
| Sunbelt Securities, Inc. | 0.00% | No change | 84 | $9K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 84 | $9K |
| Operose Advisors LLC | 0.00% | Reduce -13.5% | 83 | $9K |
| Tanaka Capital Management Inc. | 0.01% | No change | 81 | $9K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 79 | $9K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 79 | $9K |
| Quaker Wealth Management, LLC | 0.00% | No change | 77 | $9K |
| Crewe Advisors LLC | 0.00% | No change | 74 | $8K |
| Roxbury Financial LLC | 0.01% | No change | 74 | $8K |
| N.E.W. Advisory Services LLC | 0.00% | New | 73 | $8K |
| Millstone Evans Group, LLC | 0.00% | No change | 72 | $8K |
| True Link Financial Advisors, LLC | 0.00% | New | 67 | $7K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +61.0% | 66 | $7K |
| Grand Wealth Management, LLC | 0.00% | No change | 60 | $7K |
| Align Financial, LLC | 0.00% | Reduce -99.1% | 54 | $6K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 51 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 47 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 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% | No change | 41 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Add +566.7% | 40 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 38 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 38 | $4K |
| Intentional Wealth Strategies, LLC | 0.00% | — | 36 | $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 |
| Sachetta, LLC | 0.00% | No change | 34 | $4K |
| Trust Co | 0.00% | No change | 31 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -72.6% | 31 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 30 | $3K |
| Rothschild Investment LLC | 0.00% | New | 25 | $3K |
| Grove Bank & Trust | 0.00% | New | 23 | $3K |
| SHP Wealth Management | 0.00% | No change | 22 | $2K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 21 | $2K |
| Rialto Wealth Management, LLC | 0.00% | New | 21 | $2K |
| Gilpin Wealth Management, LLC | 0.00% | New | 18 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 18 | $2K |
| ESL Trust Services, LLC | 0.00% | No change | 15 | $2K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -31.8% | 15 | $2K |
| Provident Wealth Management, LLC | 0.00% | No change | 13 | $1K |
| United Financial Planning Group LLC | 0.00% | No change | 10 | $1K |
| Signaturefd, LLC | 0.00% | No change | 9 | $1K |
| CX Institutional | 0.00% | New | 5 | $1K |
| Kozak & Associates, Inc. | 0.00% | New | 3 | $358 |
"% 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.