iShares MSCI Eafe Growth ETFEFGETF
13F holders, Q2 2026 (June 30)1,062holders +46
93new positions
49sold out
4famous investors
$124.25avg. 13F price*
At the end of Q2 2026, 1,062 institutions reported holding iShares MSCI Eafe Growth ETF (EFG) in their 13F filings, up 46 from Q1 2026. 93 opened new positions and 49 sold out. The largest holders were Envestnet Asset Management Inc. ($2.9B), LPL Financial LLC ($1.1B) and Morgan Stanley ($665.8M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $147.8M |
| Exits | 49 | $71.0M |
All 13F filers, Q1 2026 → Q2 2026: 13,420,066 shares bought and 2,614,277 shares sold, net +10,805,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,062 holders
| Envestnet Asset Management Inc. | 0.69% | Add +5.4% | 23,610,616 | $2.9B |
| LPL Financial LLC | 0.24% | Add +9.2% | 8,635,516 | $1.1B |
| Morgan Stanley | 0.04% | Add +12.4% | 5,350,855 | $665.8M |
| Bank of America Corp. | 0.04% | Add +12.0% | 5,274,307 | $656.2M |
| Jones Financial Companies LLLP | 0.21% | Add +1.7% | 4,373,043 | $532.6M |
| Nomura Asset Management International Inc. | 0.71% | Add +63.5% | 3,773,931 | $469.6M |
| JPMorgan Chase & Co. | 0.02% | Add +0.8% | 3,461,739 | $426.5M |
| Cetera Investment Advisers | 0.27% | Add +6.7% | 2,355,345 | $293.1M |
| Park Avenue Securities LLC | 1.65% | Add +3.7% | 2,125,557 | $264.5M |
| MML Investors Services, LLC | 0.49% | Add +25.9% | 1,941,127 | $241.5M |
| Envestnet Portfolio Solutions, Inc. | 1.13% | Add +2.8% | 1,892,107 | $235.4M |
| Bank of New York Mellon Corp | 0.03% | Add +8.1% | 1,591,608 | $198.0M |
| US Bancorp \de | 0.21% | Add +19.4% | 1,557,647 | $193.8M |
| Ameriprise Financial Inc. | 0.04% | Add +38.0% | 1,508,102 | $187.7M |
| PNC Financial Services Group, Inc. | 0.08% | Add +0.0% | 1,242,056 | $154.5M |
| Wells Fargo & Company | 0.03% | Reduce -2.7% | 1,229,313 | $153.0M |
| Janney Montgomery Scott LLC | 0.29% | Add +5.6% | 1,204,921 | $149.9M |
| NewEdge Advisors, LLC | 0.40% | Add +63.2% | 1,081,097 | $134.5M |
| UBS Group AG | 0.02% | Add +9.1% | 1,078,606 | $134.2M |
| Sanctuary Advisors, LLC | 0.59% | Add +18.9% | 1,017,830 | $126.6M |
| FMR LLC | 0.01% | Add +2.6% | 1,015,901 | $126.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +53.5% | 1,001,838 | $124.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +3.2% | 847,247 | $105.4M |
| Truist Financial Corp. | 0.11% | Reduce -0.1% | 762,510 | $94.9M |
| JB Capital LLC | 3.21% | Add +6.5% | 744,687 | $92.7M |
| Raymond James Financial Inc. | 0.02% | Add +4.2% | 645,420 | $80.3M |
| Foundations Investment Advisors, LLC | 0.80% | Add +165.6% | 624,359 | $77.7M |
| Osaic Holdings, Inc. | 0.09% | Add +15.2% | 598,592 | $74.6M |
| Beacon Pointe Advisors, LLC | 0.34% | Add +4.7% | 592,307 | $73.7M |
| Quent Capital, LLC | 4.52% | Add +4.3% | 591,861 | $73.6M |
| Focus Partners Wealth | 0.07% | Reduce -3.4% | 584,217 | $72.7M |
| AE Wealth Management LLC | 0.34% | Add +18.2% | 579,510 | $72.1M |
| Stifel Financial Corp. | 0.06% | Add +8.7% | 576,901 | $71.8M |
| Merit Financial Group, LLC | 0.43% | Add +119.0% | 551,289 | $68.6M |
| FAS Wealth Partners, Inc. | 3.44% | Add +14.3% | 530,741 | $66.0M |
| Pacific Life Fund Advisors LLC | 7.25% | Add +355.3% | 529,971 | $65.9M |
| United Capital Financial Advisors, LLC | 0.36% | Add +8.2% | 530,721 | $65.9M |
| M&T Bank Corp | 0.19% | Reduce -6.7% | 518,930 | $64.6M |
| Cary Street Partners Financial LLC | 1.40% | Reduce -1.8% | 516,696 | $64.3M |
| Savvy Advisors, Inc. | 1.35% | Add +9.3% | 507,288 | $63.1M |
| Commonwealth Equity Services, LLC | 0.08% | Add +24.5% | 494,601 | $61.5M |
| OneDigital Investment Advisors LLC | 0.51% | Add +173.8% | 486,226 | $60.5M |
| BlackRock, Inc. | 0.00% | Add +28.5% | 481,433 | $59.9M |
| Financial Synergies Wealth Advisors, Inc. | 5.06% | Reduce -1.4% | 479,599 | $59.7M |
| Baker Avenue Asset Management, LP | 1.09% | Add +1.5% | 461,078 | $57.4M |
| Natixis Advisors, LLC | 0.06% | Reduce -19.3% | 460,931 | $57.3M |
| Royal Bank of Canada | 0.01% | Reduce -30.7% | 438,695 | $54.6M |
| Moneta Group Investment Advisors LLC | 0.40% | Reduce -1.9% | 432,150 | $53.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.18% | Reduce -13.0% | 429,048 | $53.4M |
| Captrust Financial Advisors | 0.08% | Add +4.4% | 407,560 | $50.7M |
| Sofi Wealth, LLC | 2.00% | Add +5.3% | 398,975 | $49.6M |
| Caisse de depot et placement du Quebec | 0.07% | New | 389,670 | $48.5M |
| Cerity Partners LLC | 0.06% | Add +2.6% | 386,872 | $48.1M |
| Bokf, NA | 0.62% | Add +4.3% | 363,310 | $45.2M |
| Octavia Wealth Advisors, LLC | 3.68% | Add +4.0% | 342,462 | $42.6M |
| Mariner, LLC | 0.04% | Reduce -10.2% | 338,079 | $42.1M |
| Atria Investments, Inc | 0.40% | Add +10.7% | 317,327 | $39.5M |
| Pathstone Holdings, LLC | 0.11% | Add +46.6% | 315,793 | $39.3M |
| Kestra Advisory Services, LLC | 0.13% | Add +3.3% | 313,846 | $39.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +6.5% | 303,983 | $37.8M |
| Icon Wealth Advisors, LLC | 2.26% | Add +3.7% | 301,262 | $37.5M |
| Integrated Wealth Concepts LLC | 0.24% | Add +58.9% | 300,668 | $37.4M |
| Marks Group Wealth Management, Inc | 3.22% | Add +85.3% | 296,920 | $36.9M |
| NBT Bank, N.A. | 2.41% | Add +0.2% | 291,924 | $36.3M |
| Thrivent Financial for Lutherans | 0.06% | Add +27.3% | 290,790 | $36.1M |
| Meridian Wealth Partners, LLC | 4.34% | Add +3.4% | 288,300 | $35.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.5% | 283,198 | $35.2M |
| HighTower Advisors, LLC | 0.03% | Add +4.3% | 279,070 | $34.7M |
| Itau Unibanco Holding S.A. | 0.67% | Add +30.7% | 273,478 | $34.0M |
| UMB Bank, n.a. | 0.43% | Reduce -3.8% | 271,262 | $33.8M |
| Choreo, LLC | 0.36% | Reduce -0.7% | 266,739 | $33.2M |
| Cresset Asset Management, LLC | 0.10% | Add +2.0% | 229,783 | $28.6M |
| Integrity Alliance, Llc. | 0.86% | Add +105.5% | 220,612 | $27.4M |
| Waller Financial Planning Group, Inc. | 5.64% | Add +2.0% | 219,957 | $27.4M |
| Bank of Montreal | 0.01% | Reduce -8.9% | 205,856 | $25.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +11.6% | 196,815 | $24.1M |
| Orion Porfolio Solutions, LLC | 0.18% | Add +5.7% | 190,756 | $23.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.35% | Add +10.3% | 189,907 | $23.6M |
| Cassaday & Co Wealth Management LLC | 0.44% | Reduce -2.6% | 189,207 | $23.5M |
| Creative Planning | 0.01% | Add +1.1% | 186,442 | $23.2M |
| RTD Financial Advisors, Inc. | 2.47% | Reduce -2.6% | 182,339 | $22.7M |
| IHT Wealth Management, LLC | 0.48% | Add +26.4% | 181,968 | $22.6M |
| Affinity Capital Advisors, LLC | 2.74% | Add +12.0% | 177,115 | $22.2M |
| Baird Financial Group, Inc. | 0.03% | Reduce -2.5% | 176,017 | $21.9M |
| Staley Capital Advisers Inc. | 0.85% | Add +0.8% | 175,283 | $21.8M |
| Seneca Financial Advisors LLC | 5.63% | Add +7.0% | 174,129 | $21.7M |
| Johnson Investment Counsel Inc. | 0.15% | Add +6.7% | 170,348 | $21.2M |
| Vise Technologies, Inc. | 0.24% | Add +511.6% | 168,077 | $20.9M |
| Stone House Investment Management, LLC | 2.76% | Add +4.7% | 166,577 | $20.7M |
| Mgo One Seven LLC | 0.34% | Add +28.5% | 164,278 | $20.4M |
| Farther Finance Advisors, LLC | 0.16% | Add +11.6% | 163,530 | $20.3M |
| Cerro Pacific Wealth Advisors LLC | 4.49% | Add +9.7% | 159,531 | $19.8M |
| IFP Advisors, Inc | 0.36% | Add +43.2% | 159,304 | $19.8M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -5.9% | 157,567 | $19.6M |
| Wakefield Asset Management LLLP | 4.40% | Add +7.4% | 157,105 | $19.5M |
| First National Bank of Omaha | 0.54% | Reduce -5.1% | 156,117 | $19.2M |
| Mercer Global Advisors Inc. | 0.02% | Add +8.3% | 154,012 | $19.2M |
| Robinswood Financial LLC | 5.48% | Add +3.4% | 153,573 | $19.1M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +2.8% | 148,879 | $18.5M |
| SteelPeak Wealth, LLC | 0.47% | Add +5.7% | 145,063 | $18.0M |
| Commerce Bank | 0.08% | Add +69.1% | 141,784 | $17.6M |
| Waverly Advisors, LLC | 0.10% | Add +6.7% | 133,691 | $16.6M |
| Sharkey, Howes & Javer | 1.96% | Reduce -3.3% | 130,370 | $16.2M |
| Rwa Wealth Partners, LLC | 0.15% | Add +0.8% | 125,564 | $15.6M |
| Pinnacle Financial Partners, Inc. | 0.11% | Add +2.0% | 125,134 | $15.6M |
| Bedel Financial Consulting, Inc. | 1.49% | Add +1.0% | 124,600 | $15.5M |
| Kingdom Financial Group LLC. | 3.89% | Add +3.9% | 122,315 | $15.2M |
| Trust Co. of Toledo NA | 1.26% | Add +6.8% | 121,816 | $15.2M |
| PAX Financial Group, LLC | 2.18% | Add +6.7% | 117,818 | $14.7M |
| &partners | 0.06% | Reduce -18.8% | 115,088 | $14.6M |
| Corient Private Wealth LP | 0.02% | Reduce -62.5% | 116,161 | $14.5M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.44% | Add +8.0% | 114,770 | $14.3M |
| Greenleaf Trust | 0.14% | Reduce -1.8% | 113,777 | $14.2M |
| Prudential Financial Inc. | 0.02% | Reduce -2.5% | 111,678 | $13.9M |
| Ashton Thomas Private Wealth, LLC | 0.29% | Add +25.8% | 111,344 | $13.9M |
| Citigroup Inc. | 0.01% | Add +32.0% | 110,007 | $13.7M |
| Strategic Blueprint, LLC | 0.68% | Add +32.5% | 109,323 | $13.6M |
| Keystone Financial Services | 3.49% | Add +2.7% | 108,877 | $13.5M |
| Equitable Holdings, Inc. | 0.08% | Add +8.1% | 108,453 | $13.5M |
| Meeder Advisory Services, Inc. | 0.49% | Add +13.5% | 106,726 | $13.3M |
| Courier Capital LLC | 0.66% | Add +8.8% | 106,262 | $13.2M |
| Dynasty Wealth Management, LLC | 0.10% | Reduce -0.7% | 106,161 | $13.2M |
| Prosperity Consulting Group, LLC | 0.50% | Add +10.8% | 105,307 | $13.1M |
| Regimen Wealth, LLC | 3.51% | Add +2.1% | 104,650 | $13.0M |
| Wealth Alliance, LLC | 1.08% | Add +2.6% | 103,742 | $12.9M |
| Trek Financial, LLC | 0.64% | Add +1.1% | 103,571 | $12.9M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +3.8% | 102,391 | $12.7M |
| Brookstone Capital Management | 0.13% | Add +15.1% | 101,002 | $12.6M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +15.3% | 100,969 | $12.6M |
| Key Financial Inc | 2.04% | Add +11.3% | 100,190 | $12.5M |
| Financial Life Advisors | 3.53% | Add +21.5% | 99,828 | $12.4M |
| Checchi Capital Advisers, LLC | 0.78% | Add +4.2% | 98,550 | $12.3M |
| Avior Wealth Management, LLC | 0.32% | Add +5.2% | 97,585 | $12.1M |
| NorthRock Partners, LLC | 0.18% | Reduce -37.5% | 97,203 | $12.1M |
| Swmg, LLC | 2.85% | Add +18.1% | 99,544 | $12.1M |
| Aventus Investment Advisors, Inc. | 8.83% | Reduce -17.6% | 96,865 | $12.1M |
| MA Private Wealth | 1.78% | Reduce -12.2% | 96,267 | $12.0M |
| LifeWealth Investments, LLC | 3.16% | Add +0.7% | 94,973 | $11.8M |
| Modern Wealth Management, LLC | 0.14% | Add +20.8% | 94,950 | $11.8M |
| Watershed Private Wealth LLC | 3.27% | Add +20.3% | 93,224 | $11.6M |
| Fortis Capital Advisors, LLC | 1.29% | Add +3.6% | 91,965 | $11.4M |
| Belpointe Asset Management LLC | 0.37% | Add +3.6% | 91,965 | $11.4M |
| Regal Investment Advisors LLC | 0.58% | Add +9.0% | 89,583 | $11.1M |
| Client 1ST Advisory Group, LLC | 2.97% | Add +8.1% | 88,775 | $11.0M |
| Legacy Financial Group LLC | 1.23% | Add +9.9% | 87,986 | $10.9M |
| Lineweaver Wealth Advisors, LLC | 1.29% | New | 87,532 | $10.9M |
| Simplicity Wealth,LLC | 0.36% | Add +8.7% | 86,566 | $10.8M |
| West Wealth Group, LLC | 1.75% | Add +229.8% | 86,072 | $10.7M |
| Cypress Wealth Services, LLC | 1.30% | Add +46.6% | 85,176 | $10.6M |
| Franklin Resources Inc. | 0.00% | Add +5.3% | 84,951 | $10.6M |
| Diversify Advisory Services, LLC | 0.18% | New | 87,297 | $10.4M |
| Diversify Wealth Management, LLC | 0.18% | Add +16.4% | 87,297 | $10.4M |
| Eagle Strategies LLC | 1.03% | Add +3.9% | 83,534 | $10.4M |
| Cardinal Strategic Wealth Guidance | 2.34% | Reduce -22.2% | 82,980 | $10.3M |
| Global Retirement Partners, LLC | 0.16% | — | 82,688 | $10.3M |
| Silvercrest Asset Management Group LLC | 0.07% | Reduce -0.1% | 80,735 | $10.0M |
| Blair William & Co. | 0.03% | Add +0.1% | 79,949 | $9.9M |
| Rothschild Wealth LLC | 0.78% | Add +2203.1% | 78,834 | $9.8M |
| World Investment Advisors | 0.16% | Reduce -0.1% | 81,813 | $9.8M |
| Keebeck Wealth Management | 0.95% | Reduce -14.3% | 78,081 | $9.7M |
| Howard Bailey Securities, LLC | 3.58% | Reduce -4.1% | 76,750 | $9.5M |
| Lido Advisors, LLC | 0.03% | Reduce -64.0% | 76,020 | $9.5M |
| Apollon Wealth Management, LLC | 0.11% | Add +59.2% | 75,436 | $9.4M |
| Cranbrook Wealth Management, LLC | 1.71% | Reduce -3.4% | 73,273 | $9.1M |
| Ocean Park Asset Management, LLC | 0.44% | New | 72,975 | $9.1M |
| Pinnacle Wealth Planning Services, Inc. | 0.86% | Add +4.3% | 72,876 | $9.1M |
| Fifth Third Wealth Advisors LLC | 0.25% | Add +15.3% | 71,759 | $8.9M |
| Invst, LLC | 0.84% | Add +7.7% | 69,181 | $8.6M |
| Eq LLC | 2.11% | Add +8.6% | 69,029 | $8.6M |
| VestGen Advisors, LLC | 0.25% | Add +4.5% | 68,340 | $8.5M |
| Advisory Services Network, LLC | 0.10% | Add +9.8% | 68,238 | $8.5M |
| J.W. Cole Advisors, Inc. | 0.14% | New | 66,286 | $8.2M |
| Blue Trust, Inc. | 0.09% | Reduce -6.8% | 65,912 | $8.2M |
| Elevation Point Wealth Partners, LLC | 0.15% | Add +3.4% | 65,543 | $8.2M |
| Lodestar Private Asset Management LLC | 0.70% | Reduce -4.4% | 65,325 | $8.1M |
| Capital Analysts, LLC | 0.19% | Add +35.6% | 65,297 | $8.1M |
| Procyon Advisors, LLC | 0.35% | Reduce -6.6% | 64,594 | $8.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -66.4% | 64,488 | $8.0M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +14.4% | 64,336 | $8.0M |
| Kilter Group LLC | 2.90% | Add +9.4% | 64,295 | $8.0M |
| Northern Trust Corp. | 0.00% | Reduce -1.8% | 63,758 | $7.9M |
| Sagespring Wealth Partners, LLC | 0.12% | Reduce -0.5% | 63,066 | $7.8M |
| Bay Harbor Wealth Management, LLC | 1.79% | Add +2.9% | 62,474 | $7.8M |
| WealthShield Partners, LLC | 1.16% | Reduce -0.4% | 61,094 | $7.6M |
| Fifth Third Bancorp | 0.01% | Reduce -9.1% | 60,983 | $7.6M |
| Arete Wealth Advisors, LLC | 0.50% | Reduce -0.5% | 60,581 | $7.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.6% | 59,456 | $7.4M |
| Jasper Ridge Partners, L.P. | 0.16% | No change | 59,403 | $7.4M |
| Hoxton Planning & Management, LLC | 1.90% | Add +4.7% | 58,659 | $7.3M |
| Beam Wealth Advisors, Inc. | 1.57% | Reduce -0.3% | 57,357 | $7.1M |
| Norris Perne & French LLP | 0.30% | Add +1.6% | 56,858 | $7.1M |
| White Pine Investment CO | 1.51% | Add +0.6% | 56,823 | $7.1M |
| Glenmede Trust Co. NA | 0.03% | Reduce -5.7% | 56,385 | $7.0M |
| Arkadios Wealth Advisors | 0.11% | Add +138.1% | 56,090 | $7.0M |
| Arax Advisory Partners | 0.05% | Add +1612.7% | 55,576 | $6.9M |
| Nicholas Hoffman & Company, LLC. | 0.15% | Reduce -0.7% | 55,513 | $6.9M |
| Sovran Advisors, LLC | 0.51% | Add +11.0% | 57,851 | $6.9M |
| Personal Cfo Solutions, LLC | 0.99% | Add +1.0% | 55,301 | $6.9M |
| Addison Capital Co | 1.12% | Add +4.3% | 54,937 | $6.8M |
| Perigon Wealth Management, LLC | 0.11% | Add +71.4% | 54,750 | $6.8M |
| Callan Family Office, LLC | 0.13% | Reduce -8.7% | 54,617 | $6.8M |
| Wealthquest Corp | 0.43% | Reduce -11.6% | 54,520 | $6.8M |
| Cary Street Partners Investment Advisory LLC | 1.35% | Add +40.1% | 53,447 | $6.6M |
| Twin Peaks Wealth Advisors, LLC | 1.50% | Add +19.6% | 53,159 | $6.6M |
| NewEdge Wealth, LLC | 0.07% | Reduce -3.2% | 53,151 | $6.6M |
| LiftPoint Family Wealth Advisors LLC | 4.47% | Add +5.8% | 52,990 | $6.6M |
| Liberty Wealth Management LLC | 0.81% | No change | 57,920 | $6.5M |
| Forte Asset Management LLC | 2.63% | Add +1.4% | 51,761 | $6.4M |
| Sterling Capital Management LLC | 0.11% | Reduce -7.3% | 51,023 | $6.3M |
| Revolve Wealth Partners, LLC | 0.65% | Reduce -1.9% | 50,284 | $6.3M |
| Gateway Wealth Partners, LLC | 0.37% | Reduce -41.0% | 49,853 | $6.2M |
| B. Riley Wealth Advisors, Inc. | 0.34% | Add +1.2% | 50,133 | $6.2M |
| Snowden Capital Advisors LLC | 0.15% | Add +277.9% | 49,531 | $6.2M |
| CFS Investment Advisory Services, LLC | 0.41% | Reduce -6.5% | 49,733 | $6.1M |
| 1900 Wealth Management LLC | 0.34% | Add +0.5% | 49,264 | $6.1M |
| ONE Advisory Partners, LLC | 1.67% | Add +138.1% | 49,230 | $6.1M |
| Advyzon Investment Management, LLC | 0.44% | Reduce -21.1% | 49,174 | $6.1M |
| Montgomery Financial Services LLC | 5.32% | — | 49,158 | $6.1M |
| WCG Wealth Advisors LLC | 0.14% | New | 48,789 | $6.1M |
| CoreCap Advisors, LLC | 0.18% | Reduce -3.4% | 48,629 | $6.1M |
| Kathmere Capital Management, LLC | 0.32% | Reduce -2.1% | 48,377 | $6.0M |
| SigFig Wealth Management, LLC | 0.16% | Add +5.1% | 48,755 | $6.0M |
| One Wealth Capital Management, LLC | 1.70% | Add +26.3% | 48,015 | $6.0M |
| Key Capital Management, INC | 3.06% | Add +25.7% | 47,811 | $5.9M |
| Brighton Jones LLC | 0.11% | Reduce -11.7% | 47,348 | $5.9M |
| Valmark Advisers, Inc. | 0.06% | Add +1.0% | 46,612 | $5.8M |
| Fiduciary Financial Advisors | 0.59% | New | 46,432 | $5.8M |
| Beacon Bridge Wealth Partners, LLC | 1.62% | New | 45,808 | $5.7M |
| Lansing Street Advisors | 1.17% | Add +149.2% | 44,305 | $5.5M |
| Quantinno Capital Management LP | 0.01% | Add +14.9% | 43,565 | $5.4M |
| Kingswood Wealth Advisors, LLC | 0.22% | Add +1.8% | 43,441 | $5.4M |
| Jabodon PT Co. | 0.53% | Add +272.4% | 43,405 | $5.4M |
| CENTRAL TRUST Co | 0.10% | Reduce -1.5% | 42,759 | $5.3M |
| Endeavor Private Wealth, Inc. | 1.28% | Add +8.2% | 42,403 | $5.3M |
| Principal Securities, Inc. | 0.06% | Add +60.0% | 42,367 | $5.3M |
| Oppenheimer & Co. Inc. | 0.06% | Add +115.3% | 42,367 | $5.3M |
| TSA Wealth Managment LLC | 1.49% | Add +86.6% | 42,253 | $5.3M |
| Dorsey & Whitney Trust CO LLC | 0.26% | No change | 42,199 | $5.3M |
| Founders Financial Alliance, LLC | 0.70% | Add +2654.3% | 42,169 | $5.2M |
| Condor Capital Management | 0.39% | Reduce -0.6% | 42,102 | $5.2M |
| MAI Capital Management | 0.02% | Add +520.5% | 41,896 | $5.2M |
| SOA Wealth Advisors, LLC. | 0.87% | Reduce -1.6% | 41,493 | $5.2M |
| Breakwater Capital Group | 0.62% | Reduce -0.5% | 41,485 | $5.2M |
| Consilio Wealth Advisors, LLC | 1.24% | Add +2.9% | 41,480 | $5.2M |
| Parkside Financial Bank & Trust | 0.35% | Add +8.4% | 41,437 | $5.2M |
| First Pacific Financial | 0.61% | Reduce -0.3% | 41,371 | $5.1M |
| Aptus Capital Advisors, LLC | 0.04% | Add +11.3% | 41,278 | $5.1M |
| BOK Financial Private Wealth, Inc. | 0.26% | Reduce -5.5% | 41,080 | $5.1M |
| Diversified Management Inc. | 1.09% | Add +1.6% | 41,079 | $5.1M |
| Hofer & Associates. Inc | 2.47% | Add +3.5% | 41,079 | $5.1M |
| BridgePort Financial Solutions, LLC | 1.29% | Add +152.0% | 40,851 | $5.1M |
| Meramec Financial Planners, LLC | 1.85% | Add +6.8% | 42,415 | $5.1M |
| Core Wealth Advisors, LLC | 3.72% | Reduce -6.3% | 40,528 | $5.0M |
| Dominguez Wealth Management Solutions, Inc. | 2.78% | Add +0.4% | 40,504 | $5.0M |
| Sterling Financial Planning, Inc. | 1.35% | Reduce -1.8% | 39,975 | $5.0M |
| Resolute Wealth Advisor, Inc. | 2.81% | No change | 44,368 | $4.9M |
| Kelleher Financial Advisors | 0.70% | New | 39,371 | $4.9M |
| Harbor Group, Inc. | 0.58% | Add +1.1% | 39,349 | $4.9M |
| One Wealth Advisors, LLC | 0.54% | Add +1.6% | 39,308 | $4.9M |
| Kickstand Ventures, Llc. | 0.89% | Add +1.1% | 39,224 | $4.9M |
| McNaughton Wealth Management, LLC | 1.72% | Add +24.3% | 38,923 | $4.8M |
| Stock Yards Bank & Trust Co. | 0.14% | Reduce -1.7% | 38,184 | $4.8M |
| Polaris Investment Advisors, LLC | 3.03% | Add +88.3% | 38,006 | $4.7M |
| Csenge Advisory Group | 0.19% | Add +10.8% | 37,677 | $4.7M |
| Flagship Harbor Advisors, LLC | 0.18% | Add +7.6% | 37,310 | $4.6M |
| Fiduciary Trust Co | 0.05% | Reduce -3.1% | 37,300 | $4.6M |
| Sagace Wealth Management LLC | 2.91% | Add +2.1% | 37,046 | $4.6M |
| Yukon Wealth Management, Inc. | 1.31% | Add +5.5% | 36,705 | $4.6M |
| AMG National Trust Bank | 0.09% | Reduce -1.0% | 36,512 | $4.5M |
| Lanark Financial, Inc. | 0.31% | Reduce -3.1% | 36,207 | $4.5M |
| Integrity Advisory Solutions, LLC | 0.46% | Add +52.5% | 36,097 | $4.5M |
| Geneos Wealth Management Inc. | 0.09% | Add +0.3% | 35,955 | $4.5M |
| Omega Financial Group, LLC | 1.33% | Reduce -0.5% | 35,014 | $4.4M |
| Cornerstone Planning Group LLC | 0.55% | Add +15.7% | 35,881 | $4.3M |
| First Foundation Advisors | 0.15% | Add +10.4% | 34,517 | $4.3M |
| Shared Vision Wealth Group LLC | 1.47% | Add +2.0% | 34,468 | $4.3M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +64.8% | 34,405 | $4.3M |
| Savant Capital, LLC | 0.01% | Add +16.8% | 33,973 | $4.2M |
| Lantz Financial LLC | 0.77% | Add +22.7% | 33,603 | $4.2M |
| Wealthspire Retirement, LLC | 0.23% | Reduce -8.3% | 33,309 | $4.1M |
| BankPlus Wealth Management LLC | 1.85% | Reduce -2.1% | 32,969 | $4.1M |
| Ascent Group, LLC | 0.12% | Reduce -5.5% | 32,906 | $4.1M |
| W Advisors, LLC | 1.83% | Reduce -0.9% | 32,280 | $4.0M |
| Retirement Wealth Solutions LLC | 2.20% | Add +9.1% | 32,023 | $4.0M |
| Smartleaf Asset Management LLC | 0.13% | No change | 32,098 | $4.0M |
| Able Wealth Management LLC | 0.88% | Add +119.7% | 30,805 | $3.8M |
| Assetmark, Inc. | 0.01% | Add +11.1% | 30,588 | $3.8M |
| Apeiron RIA LLC | 0.97% | Add +228.7% | 30,454 | $3.8M |
| Quotient Wealth Partners, LLC | 0.09% | Reduce -4.1% | 30,393 | $3.8M |
| Patten Group, Inc. | 0.59% | Reduce -4.0% | 30,330 | $3.8M |
| McKinley Carter Wealth Services, Inc. | 0.19% | Reduce -3.6% | 29,888 | $3.7M |
| ShoreHaven Wealth Partners, LLC | 1.17% | Add +0.0% | 29,862 | $3.7M |
| Empire Life Investments Inc. | 0.21% | Add +52.0% | 29,833 | $3.7M |
| Forthright Family Wealth Advisory LLC | 2.08% | Reduce -32.2% | 29,574 | $3.7M |
| Absolute Capital Management, LLC | 0.92% | Add +30.4% | 29,548 | $3.7M |
| Johnson Financial Group, Inc. | 0.12% | Add +0.4% | 29,333 | $3.6M |
| First American Trust, FSB | 0.22% | Add +10.7% | 29,207 | $3.6M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -8.7% | 29,185 | $3.6M |
| Compound Planning, Inc. | 0.09% | Add +34.8% | 28,970 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -59.0% | 28,849 | $3.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.90% | Add +9.6% | 28,633 | $3.6M |
| Disciplined Investments, LLC | 1.15% | Add +0.6% | 28,603 | $3.6M |
| Jacksonville Wealth Management, LLC | 2.01% | Add +11.8% | 28,492 | $3.5M |
| Timmons Wealth Management, LLC | 2.56% | Add +4.5% | 28,180 | $3.5M |
| Westfuller Advisors, LLC | 1.28% | Add +755.4% | 28,159 | $3.5M |
| Mma Asset Management LLC | 1.11% | Add +10.0% | 28,104 | $3.5M |
| Shum Financial Group, Inc. | 2.05% | Add +14.6% | 27,393 | $3.4M |
| Wealthspire Advisors, LLC | 0.02% | Add +1.8% | 26,909 | $3.3M |
| Evolution Wealth Management Inc. | 1.95% | Add +35.0% | 26,672 | $3.3M |
| Navellier & Associates Inc. | 0.26% | No change | 26,633 | $3.3M |
| Trust Point Inc. | 0.28% | Add +16.6% | 26,570 | $3.3M |
| Van Hulzen Asset Management, LLC | 0.23% | Add +10.9% | 26,408 | $3.3M |
| Maia Wealth LLC | 0.48% | Reduce -10.5% | 26,025 | $3.2M |
| BlackDiamond Wealth Management, LLC | 1.30% | Add +11.1% | 25,493 | $3.2M |
| Portfolio Resources Advisor Group, Inc. | 2.69% | Add +3.1% | 25,552 | $3.2M |
| JNBA Financial Advisors | 0.24% | Reduce -1.5% | 25,502 | $3.2M |
| HSBC Holdings PLC | 0.00% | Reduce -0.5% | 25,091 | $3.1M |
| AQR Capital Management | 0.00% | Add +12.2% | 24,917 | $3.1M |
| Carnegie Investment Counsel | 0.06% | Reduce -1.2% | 24,786 | $3.1M |
| Golden State Wealth Management, LLC | 0.28% | Add +264.1% | 24,731 | $3.1M |
| Auxano Advisors, LLC | 0.58% | Add +8.5% | 24,547 | $3.1M |
| Advus Financial Partners, LLC | 0.69% | Add +6.5% | 24,469 | $3.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.4% | 23,877 | $3.0M |
| Ifrah Financial Services, Inc. | 0.72% | Reduce -2.3% | 23,777 | $3.0M |
| Focus Financial Network, Inc. | 0.09% | Add +37.0% | 23,728 | $3.0M |
| Bluespring Wealth Management, LLC | 0.06% | New | 23,715 | $3.0M |
| Affiance Financial, LLC | 0.42% | Reduce -1.2% | 23,689 | $2.9M |
| Mendel Capital Management LLC | 1.32% | Add +3.9% | 23,618 | $2.9M |
| American Financial & Tax Strategies Inc. | 1.32% | Reduce -0.3% | 23,452 | $2.9M |
| Composition Wealth, LLC | 0.03% | Add +27.8% | 23,366 | $2.9M |
| Cornerstone Financial Management LLC | 2.30% | Add +5.2% | 23,001 | $2.9M |
| Summit Financial, LLC | 0.03% | Add +3.2% | 22,609 | $2.8M |
| Mutual Advisors, LLC | 0.05% | Reduce -9.7% | 22,497 | $2.8M |
| RFG Advisory, LLC | 0.04% | Reduce -25.7% | 22,328 | $2.8M |
| Stone Summit Wealth LLC | 0.70% | Add +4.9% | 22,193 | $2.8M |
| InvesTrust | 1.06% | Reduce -0.5% | 22,155 | $2.8M |
| Cahill Financial Advisors Inc. | 0.26% | Reduce -0.1% | 22,010 | $2.7M |
| Zenith Solutions, Inc. | 2.48% | — | 21,968 | $2.7M |
| Davis Wealth Advisors, LLC | 2.11% | Reduce -1.1% | 21,933 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -6.6% | 21,885 | $2.7M |
| First Horizon Corp. | 0.10% | Add +54.8% | 21,862 | $2.7M |
| Foundation Wealth Management, LLC | 1.67% | Reduce -5.8% | 21,738 | $2.7M |
| Clear Creek Financial Management, LLC | 0.17% | Add +5.9% | 21,729 | $2.7M |
| SMART Wealth LLC | 0.58% | Add +118.7% | 21,547 | $2.7M |
| Beacon Capital Management, LLC | 0.39% | New | 21,340 | $2.7M |
| LifePlan Investment Advisors, Inc. | 0.90% | Add +6.5% | 20,936 | $2.6M |
| Blalock Williams, LLC | 1.67% | Add +9.8% | 20,644 | $2.6M |
| Washington Trust Bank | 0.18% | Reduce -23.2% | 20,465 | $2.5M |
| Avestar Capital, LLC | 0.15% | Reduce -1.9% | 20,402 | $2.5M |
| Barden Capital Management, Inc. | 2.28% | Reduce -16.2% | 19,828 | $2.5M |
| Commonwealth Retirement Investments LLC | 0.67% | Add +9.8% | 19,734 | $2.5M |
| Gen-Wealth Partners Inc | 0.68% | Add +10.9% | 19,588 | $2.4M |
| B.O.S.S. Retirement Advisors, LLC | 0.66% | Add +153.3% | 19,572 | $2.4M |
| Stonebrook Private Inc. | 0.44% | Reduce -0.6% | 19,466 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +9.5% | 19,406 | $2.4M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +1.1% | 19,377 | $2.4M |
| Vance Wealth, LLC | 0.54% | Reduce -6.1% | 19,362 | $2.4M |
| Tiaa Trust, National Association | 0.14% | Add +4.2% | 19,344 | $2.4M |
| Market Street Wealth Management Advisors LLC | 0.34% | Reduce -3.1% | 19,242 | $2.4M |
| Cannon Financial Strategists, Inc. | 0.27% | Reduce -0.8% | 18,940 | $2.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +28.0% | 18,816 | $2.3M |
| TD Private Client Wealth LLC | 0.04% | Reduce -15.0% | 18,803 | $2.3M |
| Spire Wealth Management | 0.07% | Reduce -1.3% | 18,666 | $2.3M |
| Midwest Capital Advisors, LLC | 0.93% | Reduce -44.8% | 18,487 | $2.3M |
| Scissortail Wealth Management, LLC | 0.44% | New | 18,439 | $2.3M |
| Angeles Investment Advisors, LLC | 0.14% | Reduce -40.2% | 18,315 | $2.3M |
| Faithward Advisors, LLC | 0.28% | Add +132.8% | 18,260 | $2.3M |
| Penobscot Investment Management Company, Inc. | 0.16% | No change | 18,252 | $2.3M |
| Clayton Financial Group LLC | 1.25% | Reduce -2.5% | 18,122 | $2.3M |
| Keel Point, LLC | 0.13% | Add +3.2% | 18,078 | $2.2M |
| BCU Wealth Advisors, LLC | 0.74% | Add +5.5% | 17,889 | $2.2M |
| Visionary Wealth Advisors | 0.09% | Add +0.6% | 17,807 | $2.2M |
| Obsidian Cio, LLC | 1.63% | Reduce -3.2% | 17,588 | $2.2M |
| Keystone Wealth Services, LLC | 0.41% | Add +3.3% | 17,540 | $2.2M |
| Clark Capital Management Group, Inc. | 0.01% | New | 17,447 | $2.2M |
| MKD Wealth Coaches, LLC | 1.85% | Reduce -0.1% | 17,416 | $2.2M |
| Firethorn Wealth Partners, LLC | 0.70% | Add +70.3% | 17,347 | $2.2M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.46% | Add +0.4% | 17,275 | $2.1M |
| One Capital Management, LLC | 0.06% | No change | 19,109 | $2.1M |
| Patton Albertson Miller Group, LLC | 0.21% | Reduce -12.8% | 17,075 | $2.1M |
| Private Wealth Asset Management, LLC | 0.20% | Add +1.4% | 17,002 | $2.1M |
| Unify Financial Advisors | 1.95% | Add +66.1% | 16,951 | $2.1M |
| Tanglewood Wealth Management, Inc. | 0.18% | Reduce -10.9% | 16,818 | $2.1M |
| ARK & TLK Investments, LLC | 0.52% | Reduce -4.0% | 16,795 | $2.1M |
| Ieq Capital, LLC | 0.01% | Add +68.0% | 16,784 | $2.1M |
| Ancora Advisors LLC | 0.04% | Reduce -76.2% | 16,757 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +7.2% | 16,698 | $2.1M |
| Allegheny Financial Group | 0.22% | Reduce -2.9% | 16,682 | $2.1M |
| Wescott Financial Advisory Group, LLC | 0.16% | Add +12.3% | 16,581 | $2.1M |
| Landing Point Financial Group, LLC | 0.70% | New | 16,548 | $2.1M |
| Advisory Solutions Group, LLC | 0.70% | — | 16,329 | $2.0M |
| Axis Wealth Partners, LLC | 0.95% | Reduce -3.9% | 15,875 | $2.0M |
| Odyssey Capital Advisors, Inc. | 1.41% | Add +30.3% | 15,836 | $2.0M |
| Midwest Trust Co | 0.02% | Add +2.3% | 15,799 | $2.0M |
| Brown Advisory Inc. | 0.00% | Add +0.4% | 15,736 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +20.4% | 15,733 | $2.0M |
| Strata Wealth Advisors, LLC | 0.47% | Reduce -0.3% | 15,420 | $1.9M |
| Paladin Advisory Group, LLC | 1.27% | Reduce -4.0% | 15,402 | $1.9M |
| Ironwood Investment Counsel, LLC | 0.25% | Add +2.1% | 15,338 | $1.9M |
| Brookwood Investment Group LLC | 0.22% | Add +126.9% | 15,207 | $1.9M |
| Trustmark Bank Trust Department | 0.11% | No change | 15,059 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -13.1% | 15,012 | $1.9M |
| SGL Investment Advisors, Inc. | 0.64% | Add +15.8% | 14,642 | $1.8M |
| Security Financial Services, INC. | 0.25% | Add +346.4% | 14,668 | $1.8M |
| FWG Investments, LLC. | 0.96% | Add +14.5% | 14,601 | $1.8M |
| WealthPlan Investment Management, LLC | 0.09% | Reduce -8.3% | 14,490 | $1.8M |
| Sowell Financial Services LLC | 0.06% | Add +0.1% | 14,442 | $1.8M |
| Two West Capital Advisors LLC | 0.89% | Add +18.6% | 15,087 | $1.8M |
| Horst & Graben Wealth Management LLC | 0.24% | Reduce -3.9% | 14,596 | $1.8M |
| J.M. Arbour, LLC | 1.54% | Add +3.0% | 14,332 | $1.8M |
| EFG International AG | 0.03% | Add +19.4% | 14,197 | $1.8M |
| Mather Group, Llc. | 0.02% | Add +1.2% | 14,055 | $1.7M |
| Embree Financial Group | 0.17% | Reduce -7.8% | 13,969 | $1.7M |
| Daviman Financial, LLC | 0.96% | Add +665.8% | 13,961 | $1.7M |
| Valeo Financial Advisors, LLC | 0.04% | Add +2.1% | 13,898 | $1.7M |
| Physician Wealth Advisors, Inc. | 0.21% | Add +3.4% | 13,869 | $1.7M |
| Pachira Investments Inc. | 0.65% | Add +0.7% | 13,742 | $1.7M |
| Paces Ferry Wealth Advisors, LLC | 0.64% | Reduce -0.2% | 13,681 | $1.7M |
| Sigma Planning Corp | 0.04% | Add +67.3% | 13,546 | $1.7M |
| Rehmann Capital Advisory Group | 0.08% | Add +49.2% | 13,492 | $1.7M |
| IFG Advisory, LLC | 0.06% | New | 13,390 | $1.7M |
| Valley National Advisers Inc. | 0.19% | Reduce -0.0% | 13,387 | $1.7M |
| KM Capital Management Ltd. | 0.78% | New | 13,385 | $1.7M |
| First Heartland Consultants, Inc. | 0.11% | New | 13,204 | $1.6M |
| Synergy Investment Management, LLC | 0.40% | Add +9.9% | 13,189 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Add +7.0% | 12,959 | $1.6M |
| Capital Investment Management, Inc. | 0.49% | Add +12.0% | 12,852 | $1.6M |
| Wedbush Securities Inc. | 0.04% | Reduce -8.5% | 12,722 | $1.6M |
| Nuveen, LLC | 0.00% | New | 12,658 | $1.6M |
| APS Management Group, Inc. | 1.21% | Reduce -1.0% | 12,618 | $1.6M |
| Hardy Reed LLC | 0.10% | No change | 12,520 | $1.6M |
| Kestra Investment Management, LLC | 0.03% | Add +16.5% | 12,462 | $1.6M |
| Ritholtz Wealth Management | 0.02% | New | 12,452 | $1.5M |
| McAdam, LLC | 0.06% | Reduce -67.7% | 12,438 | $1.5M |
| Bison Wealth, LLC | 0.14% | Add +7.8% | 12,359 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Add +0.7% | 12,415 | $1.5M |
| JFS Wealth Advisors, LLC | 0.08% | Add +1.4% | 12,409 | $1.5M |
| Wingate Wealth Advisors, Inc. | 0.68% | Reduce -2.5% | 12,387 | $1.5M |
| 5T Wealth, LLC | 0.57% | Reduce -7.5% | 12,317 | $1.5M |
| Dynamic Financial Group | 1.16% | Reduce -10.2% | 12,303 | $1.5M |
| Stage Harbor Financial, LLC | 0.87% | Add +38.7% | 12,077 | $1.5M |
| Beacon Financial Planning, Inc. | 0.50% | Add +2.0% | 11,927 | $1.5M |
| Duncan Williams Asset Management, LLC | 0.33% | Add +0.1% | 11,862 | $1.5M |
| Ritter Daniher Financial Advisory LLC / DE | 0.22% | No change | 11,562 | $1.4M |
| Verus Capital Partners, LLC | 0.08% | Reduce -23.4% | 11,416 | $1.4M |
| Cardiff Park Advisors, LLC | 0.11% | Add +0.3% | 11,267 | $1.4M |
| Alterna Wealth Management, Inc. | 0.80% | Add +56.4% | 11,254 | $1.4M |
| Citizens Financial Group Inc. | 0.02% | Reduce -8.6% | 11,166 | $1.4M |
| Claro Advisors Inc. | 0.14% | Reduce -11.1% | 11,103 | $1.4M |
| Balefire, LLC | 0.23% | Add +294.8% | 11,094 | $1.4M |
| Spectrum Planning & Advisory Services Inc. | 0.62% | Add +160.1% | 11,088 | $1.4M |
| Pinnacle Associates Ltd. | 0.01% | No change | 11,053 | $1.4M |
| BTC Capital Management, Inc. | 0.08% | No change | 11,025 | $1.4M |
| Mechanics Bank Trust Department | 0.17% | Reduce -6.0% | 11,003 | $1.4M |
| Sage Financial Group Inc. | 0.08% | Add +19.9% | 10,982 | $1.4M |
| Arcadia Wealth Management, LLC | 0.43% | Add +14.2% | 10,883 | $1.4M |
| Vantus Wealth LLC | 0.72% | — | 10,760 | $1.3M |
| Caliber Wealth Management, LLC / KS | 0.13% | Add +5.2% | 10,734 | $1.3M |
| Signal Advisors Wealth, LLC | 0.07% | Reduce -2.0% | 10,675 | $1.3M |
| Kovack Advisors, Inc. | 0.06% | Reduce -53.7% | 10,615 | $1.3M |
| Plancorp, LLC | 0.03% | Add +142.6% | 10,846 | $1.3M |
| Verdence Capital Advisors LLC | 0.07% | No change | 10,485 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | No change | 10,449 | $1.3M |
| Raleigh Capital Management Inc. | 0.41% | Add +4.6% | 10,379 | $1.3M |
| Sax Wealth Advisors, LLC | 0.05% | Reduce -2.9% | 11,405 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +9.4% | 10,208 | $1.3M |
| Mayflower Financial Advisors, LLC | 0.11% | Reduce -5.5% | 10,185 | $1.3M |
| Sovereign Financial Group, Inc. | 0.19% | Reduce -0.5% | 10,151 | $1.3M |
| Parallel Advisors, LLC | 0.02% | Add +2.2% | 10,142 | $1.3M |
| Transamerica Financial Advisors, LLC | 0.11% | Add +31.0% | 10,132 | $1.3M |
| Evergreen Capital Management LLC | 0.02% | No change | 10,112 | $1.3M |
| Wilmington Savings Fund Society, FSB | 0.03% | No change | 10,063 | $1.3M |
| HORAN Wealth, LLC | 0.16% | Add +22.6% | 10,015 | $1.2M |
| Facet Wealth, Inc. | 0.02% | Reduce -0.5% | 10,010 | $1.2M |
| Keybank National Association | 0.00% | Add +10.4% | 9,981 | $1.2M |
| American State Bank (Iowa) | 0.50% | Add +3.7% | 9,974 | $1.2M |
| Canvas Wealth Advisors, LLC | 0.17% | Add +2.1% | 9,962 | $1.2M |
| Archer Investment Management, LLC | 0.42% | Add +4.4% | 9,843 | $1.2M |
| Mainstream Capital Management LLC | 0.74% | Reduce -0.1% | 9,832 | $1.2M |
| First Citizens Financial Corp | 0.51% | Add +26.5% | 9,822 | $1.2M |
| Quest 10 Wealth Builders, Inc. | 0.94% | Add +4.9% | 9,716 | $1.2M |
| Accelerate Investment Advisors LLC | 0.69% | Add +23.1% | 9,616 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Reduce -4.3% | 9,529 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +11.1% | 9,473 | $1.2M |
| Interchange Capital Partners, LLC | 0.22% | Reduce -18.0% | 9,425 | $1.2M |
| Luts & Greenleigh Group, Inc. | 0.89% | Add +0.3% | 9,405 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -12.3% | 9,396 | $1.2M |
| Triad Wealth Partners, LLC | 0.07% | Reduce -37.7% | 9,557 | $1.2M |
| Balance Wealth Partners LLC | 0.31% | Reduce -4.3% | 9,362 | $1.2M |
| Sherman Wealth Management LLC | 0.87% | Add +0.7% | 9,261 | $1.2M |
| Calydon Capital | 0.17% | Add +0.8% | 9,234 | $1.1M |
| Aspire Private Capital, LLC | 0.24% | Add +3.1% | 9,175 | $1.1M |
| Gotham Asset Management | 0.00% | No change | 9,156 | $1.1M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.41% | Reduce -0.1% | 9,090 | $1.1M |
| Avantax Planning Partners, Inc. | 0.03% | No change | 9,056 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +4.1% | 8,991 | $1.1M |
| Hutchens & Kramer Investment Management Group, LLC | 0.30% | Reduce -3.7% | 8,905 | $1.1M |
| Meridian Wealth Management, LLC | 0.03% | Reduce -5.4% | 8,886 | $1.1M |
| Centurion Wealth Management LLC | 0.26% | Add +3.5% | 8,806 | $1.1M |
| Private Trust Co. NA | 0.09% | Add +9.6% | 8,772 | $1.1M |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -13.2% | 8,771 | $1.1M |
| Lifeworks Advisors, LLC | 0.11% | Add +5.6% | 8,728 | $1.1M |
| Mosley Wealth Management | 0.34% | Reduce -78.7% | 8,697 | $1.1M |
| Alta Wealth Advisors LLC | 0.29% | Add +23.2% | 8,694 | $1.1M |
| Cornerstone Wealth Advisors, Inc. | 0.23% | Add +2.4% | 8,654 | $1.1M |
| LVW Advisors, LLC | 0.09% | Reduce -2.9% | 8,629 | $1.1M |
| Western Wealth Management, LLC | 0.04% | Reduce -0.7% | 8,610 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +28.6% | 8,583 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +1.7% | 8,441 | $1.1M |
| Mycio Wealth Partners, LLC | 0.20% | Add +0.8% | 8,437 | $1.0M |
| BIP Wealth, LLC | 0.03% | Add +1.3% | 8,351 | $1.0M |
| Barnes Wealth Management Group, Inc | 0.48% | New | 8,333 | $1.0M |
| Morris Financial Concepts, Inc. | 0.32% | Reduce -1.5% | 8,317 | $1.0M |
| Taylor & Morgan Wealth Management, LLC | 0.50% | Reduce -8.2% | 8,209 | $1.0M |
| Global Wealth Management Investment Advisory, Inc. | 0.14% | Reduce -10.3% | 8,190 | $1.0M |
| Asempa Wealth Advisors | 0.78% | Add +1.4% | 8,172 | $1.0M |
| Braun-Bostich & Associates Inc. | 0.56% | New | 8,124 | $1.0M |
| Milestone Investment Advisors LLC | 0.22% | No change | 8,114 | $1.0M |
| Causey Wealth LLC | 0.39% | Reduce -2.5% | 8,055 | $1.0M |
| Collective Family Office LLC | 0.20% | Add +4.5% | 8,049 | $1.0M |
| Pointe Capital Management LLC | 0.45% | Add +17.2% | 8,026 | $999K |
| Targeted Financial Services LLC | 0.73% | Reduce -1.3% | 7,956 | $990K |
| Advocacy Wealth Management, LLC | 0.04% | Reduce -8.1% | 7,909 | $984K |
| Transcend Capital Advisors, LLC | 0.07% | Add +2.3% | 7,906 | $984K |
| WASHINGTON TRUST Co | 0.03% | Add +4.1% | 7,895 | $982K |
| Jacobi Capital Management LLC | 0.05% | Reduce -5.8% | 7,868 | $979K |
| GGM Financial LLC | 0.37% | Add +5.8% | 7,846 | $976K |
| Sound Financial Strategies Group, LLC | 0.62% | Add +0.5% | 7,798 | $970K |
| Berger Financial Group, Inc | 0.05% | Reduce -0.2% | 7,783 | $968K |
| James J. Burns & Company, LLC | 0.10% | Reduce -2.0% | 7,751 | $964K |
| Madden Advisory Services, Inc. | 0.35% | Reduce -0.6% | 7,747 | $964K |
| Fragasso Financial Advisors Inc | 0.05% | Add +0.1% | 7,689 | $957K |
| Palisade Asset Management, LLC | 0.09% | No change | 7,684 | $956K |
| Unique Wealth, LLC | 0.11% | Add +4.5% | 7,581 | $943K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Reduce -1.1% | 7,541 | $938K |
| Lloyd Advisory Services, LLC. | 0.36% | Reduce -93.7% | 7,478 | $930K |
| LMCG Investments, LLC | 0.05% | Add +7.0% | 7,448 | $927K |
| Klingman & Associates, LLC | 0.04% | Reduce -0.8% | 7,325 | $911K |
| Financial Perspectives, Inc | 0.22% | Add +13.8% | 7,312 | $910K |
| Latitude Advisors, LLC | 0.36% | Reduce -6.3% | 7,273 | $905K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.7% | 7,175 | $893K |
| SWP Financial LLC | 0.41% | New | 7,173 | $892K |
| Noble Family Wealth, LLC | 0.16% | No change | 7,160 | $891K |
| Koss-Olinger Consulting, LLC | 0.07% | Reduce -89.7% | 7,123 | $886K |
| Northland Securities, Inc. | 0.52% | Add +5.4% | 7,110 | $885K |
| James Investment Research, Inc. | 0.09% | Reduce -9.7% | 7,080 | $881K |
| Copia Wealth Management | 0.53% | Reduce -0.3% | 7,051 | $877K |
| Net Worth Advisory Group | 0.22% | Reduce -79.3% | 7,032 | $875K |
| RCS Financial Planning, LLC | 0.41% | Add +0.2% | 7,023 | $874K |
| Confluence Wealth Services, Inc. | 0.02% | Add +10.7% | 6,963 | $866K |
| Nicolet Bankshares Inc. | 0.03% | No change | 6,940 | $863K |
| Americana Partners, LLC | 0.02% | Reduce -0.3% | 6,914 | $860K |
| Godfrey Financial Associates, Inc. | 0.66% | Reduce -37.1% | 6,912 | $860K |
| Kintra Wealth, LLC | 0.04% | Add +17.7% | 6,757 | $859K |
| Ameritas Advisory Services, LLC | 0.02% | Add +174.4% | 6,860 | $854K |
| PFG Advisors | 0.04% | Add +1.1% | 6,842 | $851K |
| Diversified Enterprises, LLC | 0.04% | Reduce -10.0% | 6,823 | $849K |
| SilverOak Wealth Management LLC | 0.11% | Reduce -2.9% | 6,805 | $847K |
| Independent Advisor Alliance | 0.02% | Reduce -84.7% | 6,800 | $846K |
| Semus Wealth Partners LLC | 0.41% | Add +13.5% | 6,793 | $845K |
| Redhawk Wealth Advisors, Inc. | 0.08% | New | 6,719 | $836K |
| Central Pacific Bank - Trust Division | 0.09% | No change | 6,715 | $835K |
| OMNI 360 Wealth, Inc. | 0.39% | Add +0.7% | 6,698 | $833K |
| Argent Trust Co | 0.02% | Add +11.9% | 6,687 | $832K |
| Cambient Family Office, LLC | 0.10% | No change | 6,674 | $830K |
| UNIVEST FINANCIAL Corp | 0.04% | Add +0.5% | 6,657 | $828K |
| Rockland Trust Co. | 0.03% | No change | 6,641 | $826K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -6.4% | 6,569 | $817K |
| Keystone Financial Group | 0.05% | Add +42.0% | 6,565 | $817K |
| FLP Wealth Management, LLC | 1.45% | Add +14.1% | 6,539 | $814K |
| Diversified Trust Co. | 0.01% | Add +66.9% | 6,254 | $778K |
| Bridges Investment Management Inc. | 0.01% | Add +4.2% | 6,251 | $778K |
| ASL Financial, LLC | 0.55% | Add +4.6% | 6,220 | $774K |
| Hazlett, Burt & Watson, Inc. | 0.21% | Reduce -0.1% | 6,206 | $773K |
| Tassel Capital Management, Inc. | 0.36% | Add +1.5% | 6,131 | $763K |
| Eastern Bank | 0.01% | Reduce -7.4% | 6,117 | $761K |
| Avantra Family Wealth, Inc. | 0.48% | New | 6,028 | $750K |
| HRC Wealth Management, LLC | 0.31% | Reduce -3.0% | 6,021 | $749K |
| Bayban | 0.57% | No change | 5,997 | $746K |
| Ewa, LLC | 0.14% | Reduce -5.4% | 5,994 | $746K |
| Cypress Capital Group | 0.07% | No change | 5,958 | $741K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 5,932 | $738K |
| Evercore Wealth Management, LLC | 0.01% | Add +1.5% | 5,864 | $730K |
| Skyline Advisors, Inc. | 0.23% | New | 5,851 | $728K |
| Associated Banc-Corp | 0.02% | Add +52.5% | 5,822 | $724K |
| Caprock Group, LLC | 0.01% | Reduce -46.0% | 5,777 | $719K |
| KPP Advisory Services LLC | 0.09% | Reduce -20.1% | 5,713 | $711K |
| QRG Capital Management, Inc. | 0.01% | Add +24.8% | 5,690 | $708K |
| Vision Retirement, LLC | 0.17% | Add +34.6% | 5,671 | $706K |
| Scarborough Advisors, LLC | 0.08% | Reduce -10.0% | 5,706 | $705K |
| Bogart Wealth, LLC | 0.02% | Add +21.9% | 5,656 | $704K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -12.3% | 5,623 | $700K |
| Haverford Trust Co | 0.01% | Add +192.8% | 5,593 | $696K |
| Sentinel Advisory Group, LLC | 0.28% | No change | 5,590 | $696K |
| TD Waterhouse Canada Inc. | 0.00% | Add +0.2% | 5,577 | $694K |
| Legacy Wealth Partners, LLC | 0.15% | Add +18.4% | 5,535 | $689K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -27.9% | 5,526 | $688K |
| Schneider Downs Wealth Management Advisors, LP | 0.06% | No change | 5,471 | $681K |
| Legacy Edge Advisors, LLC | 0.06% | Add +3.8% | 5,470 | $681K |
| Betterment LLC | 0.00% | Add +7.3% | 5,460 | $679K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 5,450 | $678K |
| World Equity Group, Inc. | 0.15% | Add +1.0% | 5,388 | $670K |
| Stephens Inc. | 0.01% | Add +6.1% | 5,335 | $664K |
| Alerus Financial NA | 0.03% | No change | 5,326 | $663K |
| Kelman-Lazarov, Inc. | 0.09% | No change | 5,295 | $659K |
| Independence Bank of Kentucky | 0.07% | No change | 5,266 | $655K |
| Montecito Bank & Trust | 0.10% | Reduce -4.7% | 5,156 | $642K |
| Choate Investment Advisors | 0.01% | No change | 5,148 | $641K |
| Decker Retirement Planning Inc. | 0.22% | Reduce -3.7% | 5,138 | $639K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -48.8% | 5,123 | $637K |
| Independent Financial Group, LLC | 0.01% | Add +9.9% | 5,120 | $637K |
| Ascentis Wealth Management, LLC | 0.11% | Add +10.5% | 5,092 | $634K |
| Trust Co. of Vermont | 0.02% | — | 5,057 | $629K |
| Koshinski Asset Management, Inc. | 0.03% | Add +3.3% | 5,055 | $629K |
| MainStreet Investment Advisors LLC | 0.09% | Add +14.0% | 5,015 | $624K |
| Inspire Advisors, LLC | 0.04% | Add +9.8% | 5,014 | $624K |
| Gables Capital Management Inc. | 0.23% | No change | 5,007 | $623K |
| Narus Financial Partners, LLC | 0.16% | Add +5.0% | 4,988 | $621K |
| Centennial Advisors, LLC | 0.74% | Add +2.5% | 4,964 | $618K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +22.9% | 4,937 | $614K |
| PFG Investments, LLC | 0.02% | Add +12.0% | 4,873 | $606K |
| Jordan Park Group LLC | 0.03% | Reduce -5.6% | 4,738 | $590K |
| GWN Securities Inc. | 0.10% | Add +36.2% | 4,729 | $588K |
| Athena Investment Management | 0.34% | No change | 4,619 | $575K |
| Cedar Point Capital Partners, LLC | 0.33% | Add +57.4% | 4,598 | $572K |
| StoneX Group Inc. | 0.02% | Add +49.0% | 4,595 | $572K |
| Hyundai Investments Co., Ltd. | 0.62% | Add +158.9% | 4,624 | $570K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -0.5% | 4,523 | $563K |
| Peterson Wealth Advisors, LLC | 0.07% | Add +1.3% | 4,479 | $557K |
| Leisure Capital Management | 0.17% | No change | 4,477 | $557K |
| Aegis Wealth Management, Inc. | 0.36% | Add +10.7% | 4,462 | $555K |
| Beacon Financial Group | 0.05% | Reduce -7.9% | 4,446 | $553K |
| Maridea Wealth Management LLC | 0.06% | Add +60.7% | 4,446 | $553K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.7% | 4,631 | $552K |
| Chatterton & Associates Inc. | 0.32% | Add +10.3% | 4,493 | $550K |
| Uptick Partners, LLC | 0.09% | Add +104.9% | 4,404 | $548K |
| Daybright Advisory Services, Inc. | 0.13% | Reduce -12.8% | 4,505 | $547K |
| Moneco Advisors, LLC | 0.03% | Add +0.1% | 4,371 | $544K |
| Elevated Capital Advisors, LLC | 0.15% | Add +15.1% | 4,353 | $542K |
| 49 Wealth Management, LLC | 0.10% | New | 4,333 | $539K |
| Alongside, LLC | 0.10% | — | 4,333 | $539K |
| Harbour Investments, Inc. | 0.01% | Add +5.0% | 4,325 | $538K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +1.1% | 4,318 | $537K |
| Cape Investment Advisory, Inc. | 0.14% | Add +14.7% | 4,295 | $534K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -2.4% | 4,294 | $534K |
| National Philanthropic Trust | 0.01% | New | 4,282 | $533K |
| Harbour Capital Advisors, LLC | 0.10% | Reduce -2.5% | 4,321 | $530K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.18% | — | 4,251 | $529K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -0.1% | 4,237 | $527K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +7.6% | 4,216 | $525K |
| Continuum Advisory, LLC | 0.04% | Add +6.8% | 4,215 | $524K |
| Maripau Wealth Management LLC | 0.19% | Add +1.9% | 4,197 | $522K |
| Hickory Point Bank & Trust | 0.31% | No change | 4,174 | $519K |
| Elevation Wealth Management LLC | 0.39% | Add +0.6% | 4,163 | $518K |
| Sheets Smith Wealth Management | 0.05% | Reduce -1.7% | 4,140 | $515K |
| Aspiriant, LLC | 0.01% | Add +13.1% | 4,137 | $515K |
| JT Stratford LLC | 0.06% | Reduce -19.4% | 4,136 | $515K |
| Vann Equity Management LLC | 0.31% | Add +1.2% | 4,093 | $509K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +118.3% | 4,043 | $503K |
| Redwood Investment Management, LLC | 0.05% | Add +14.5% | 4,044 | $503K |
| Droms Strauss Advisors Inc. /Mo/ | 0.11% | Reduce -2.3% | 4,005 | $498K |
| Baker Tilly Wealth Management, LLC | 0.11% | Add +31.2% | 4,000 | $498K |
| Blue Capital, Inc. | 0.31% | New | 3,971 | $494K |
| Advisory Alpha, LLC | 0.01% | Add +39.6% | 3,952 | $492K |
| Lockerman Financial Group, Inc. | 0.74% | Add +28.6% | 3,902 | $485K |
| Hilltop National Bank | 0.10% | No change | 3,875 | $482K |
| First Commonwealth Financial Corp | 0.07% | Reduce -50.7% | 3,846 | $479K |
| Fiscal Wisdom Wealth Management, LLC | 0.40% | Add +18.0% | 3,814 | $475K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -0.8% | 3,798 | $473K |
| Krilogy Financial LLC | 0.01% | Add +9.2% | 3,793 | $472K |
| Kelly Financial Services LLC | 0.10% | Add +2.6% | 3,783 | $471K |
| Cooper Financial Group | 0.04% | Reduce -0.0% | 3,782 | $471K |
| Unified Investment Management | 0.44% | Add +0.0% | 3,779 | $470K |
| Pines Wealth Management, LLC | 0.14% | Add +2.8% | 3,773 | $469K |
| PUREfi Wealth, LLC | 0.26% | Add +2.5% | 3,747 | $466K |
| Mission Wealth Management, LP | 0.01% | Add +18.2% | 3,744 | $466K |
| Fidelis Capital Partners, LLC | 0.03% | Add +1.4% | 3,737 | $465K |
| Old National Bancorp | 0.01% | Reduce -3.6% | 3,690 | $459K |
| Guidance Point Advisors, LLC | 0.10% | No change | 3,663 | $456K |
| Wolff Financial Management LLC | 0.09% | Reduce -0.9% | 3,652 | $454K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,615 | $450K |
| Aspen Wealth Management LLC | 0.08% | No change | 3,582 | $446K |
| Sapient Capital LLC | 0.01% | New | 3,580 | $445K |
| Doliver Advisors, LP | 0.10% | No change | 3,570 | $444K |
| VestGen Investment Management | 0.24% | Reduce -6.8% | 3,568 | $444K |
| Arvest Bank Trust Division | 0.02% | New | 3,557 | $443K |
| HUB Investment Partners, LLC | 0.01% | Add +6.2% | 3,555 | $442K |
| Fermata Advisors, LLC | 0.09% | Add +6.3% | 3,553 | $442K |
| Theory Financial LLC | 0.14% | Reduce -0.9% | 3,541 | $441K |
| Bluedoor Private Wealth, LLC | 0.18% | Reduce -31.3% | 3,519 | $438K |
| FSA Advisors, Inc. | 0.20% | Add +4.6% | 3,517 | $438K |
| Triangle Securities Wealth Management | 0.09% | Add +6.8% | 3,512 | $437K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -1.3% | 3,506 | $436K |
| Fulton Bank, N.A. | 0.01% | Reduce -0.1% | 3,497 | $435K |
| Centaurus Financial, Inc. | 0.02% | Reduce -77.9% | 3,461 | $431K |
| CGN Advisors LLC | 0.03% | Add +2.0% | 3,460 | $430K |
| Milestone Asset Management Group, LLC | 0.22% | Add +0.4% | 3,449 | $429K |
| Waldron Private Wealth LLC | 0.01% | No change | 3,439 | $428K |
| Evanson Financial, LLC | 0.02% | — | 3,431 | $427K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -4.5% | 3,422 | $426K |
| Moors & Cabot, Inc. | 0.02% | New | 3,385 | $421K |
| Aspire Capital Advisors LLC | 0.08% | No change | 3,355 | $417K |
| Allworth Financial LP | 0.00% | Add +16.0% | 3,348 | $417K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 3,331 | $414K |
| Quantum Portfolio Management LLC | 0.15% | Reduce -0.4% | 3,262 | $406K |
| Conning Inc. | 0.01% | No change | 3,255 | $405K |
| Alliancebernstein L.P. | 0.00% | New | 3,623 | $403K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +31.7% | 3,238 | $403K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +10.0% | 3,227 | $402K |
| XY Planning Network, Inc. | 0.05% | Add +17.7% | 3,224 | $401K |
| Lifelong Wealth Advisors, Inc. | 0.09% | Reduce -10.1% | 3,214 | $400K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 3,207 | $399K |
| Sterling Group Wealth Management, LLC | 0.16% | New | 3,193 | $397K |
| Urban Financial Advisory Corp | 0.11% | Reduce -16.0% | 3,170 | $394K |
| Seeds Investor LLC | 0.04% | Reduce -58.1% | 3,165 | $394K |
| Tempus Wealth Planning, LLC | 0.08% | Reduce -5.8% | 3,155 | $393K |
| Modera Wealth Management, LLC | 0.00% | Add +3.8% | 3,128 | $389K |
| Meitav Investment House Ltd. | 0.00% | New | 3,115 | $388K |
| Brand Asset Management Group, Inc. | 0.09% | Add +18.9% | 3,103 | $386K |
| Ledyard National Bank | 0.03% | Reduce -4.5% | 3,094 | $385K |
| Perennial Investment Advisors, LLC | 0.03% | Add +0.2% | 3,073 | $382K |
| Spinnaker Investment Group, LLC | 0.06% | New | 3,064 | $381K |
| Pettinga Financial Advisors LLC | 0.06% | No change | 3,058 | $381K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -55.5% | 3,056 | $380K |
| Walkner Condon Financial Advisors LLC | 0.04% | Add +30.8% | 3,014 | $375K |
| Charter Research & Investment Group, Inc. | 0.23% | Add +0.7% | 2,998 | $373K |
| Strategy Asset Managers LLC | 0.06% | New | 2,993 | $372K |
| Summit Financial Strategies, Inc. | 0.03% | Add +4.9% | 2,976 | $370K |
| Mission Financial Group, LLC | 0.31% | — | 2,975 | $370K |
| GeoWealth Management, LLC | 0.01% | Add +5.7% | 2,956 | $368K |
| Patten & Patten Inc. | 0.02% | No change | 2,950 | $367K |
| LongView Wealth Management | 0.09% | Reduce -8.1% | 2,944 | $366K |
| Elevated Financial Group LLC | 0.10% | Reduce -3.5% | 2,899 | $361K |
| Fortress Financial Group, LLC | 0.18% | No change | 2,894 | $360K |
| Atlatl Advisers LLC | 0.09% | Add +7.4% | 2,891 | $360K |
| Sequent Planning LLC | 0.08% | Add +5.4% | 2,891 | $360K |
| Stephen J. Garry & Associates, LLC | 0.26% | No change | 2,890 | $360K |
| TD Capital Management LLC | 0.03% | Reduce -12.8% | 2,880 | $358K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 2,869 | $357K |
| CIBC Bancorp USA Inc. | 0.00% | Add +57.8% | 2,849 | $354K |
| Talisman Wealth Advisors LLC | 0.26% | New | 2,808 | $349K |
| Midwest Heritage Bank, FSB | 0.10% | No change | 2,807 | $349K |
| Bessemer Group Inc. | 0.00% | No change | 2,807 | $349K |
| XTX Topco Ltd | 0.00% | New | 2,795 | $348K |
| Highland Capital Management, LLC | 0.02% | Add +0.1% | 2,782 | $346K |
| Hurlow Wealth Management Group, Inc. | 0.07% | No change | 2,777 | $346K |
| Matrix Private Capital Group LLC | 0.15% | No change | 2,762 | $344K |
| Vident Advisory, LLC | 0.00% | Reduce -17.3% | 2,759 | $343K |
| Strathmore Capital Advisors, Inc. | 0.09% | Add +22.7% | 2,830 | $342K |
| Wedmont Private Capital | 0.01% | Reduce -3.0% | 2,782 | $341K |
| Rollins Financial Advisors, LLC | 0.04% | Add +0.1% | 2,736 | $340K |
| ERn Financial, LLC | 0.06% | Add +0.6% | 2,711 | $337K |
| Rossby Financial, LCC | 0.06% | Reduce -4.0% | 2,695 | $335K |
| Focused Alpha, LLC | 0.09% | Add +0.3% | 2,677 | $333K |
| FLC Capital Advisors | 0.05% | No change | 2,671 | $332K |
| Scotia Capital Inc. | 0.00% | Add +9.8% | 2,670 | $332K |
| Madison Wealth Partners, Inc | 0.04% | Reduce -0.0% | 2,661 | $331K |
| Cortland Associates Inc. | 0.05% | No change | 2,614 | $325K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 2,610 | $325K |
| Fisher Asset Management | 0.00% | Reduce -24.8% | 2,606 | $324K |
| Index Technologies Group LLC | 0.26% | Reduce -0.4% | 2,606 | $324K |
| Hemenway Trust Co LLC | 0.02% | No change | 2,600 | $323K |
| Clearstead Advisors, LLC | 0.00% | Add +6742.1% | 2,600 | $323K |
| Curtis Wealth Management LLC | 0.27% | Add +0.5% | 2,591 | $322K |
| Legacy Wealth Asset Management, LLC | 0.07% | No change | 2,587 | $322K |
| Certuity, LLC | 0.02% | No change | 2,581 | $321K |
| Twin Focus Capital Partners, LLC | 0.03% | No change | 2,572 | $320K |
| Sutton Place Investors LLC | 0.15% | Reduce -4.1% | 2,568 | $320K |
| Lane Brothers & Co. Inc. | 0.21% | Reduce -5.3% | 2,551 | $317K |
| KFA Private Wealth Group, LLC | 0.08% | Reduce -8.9% | 2,548 | $317K |
| Kelly Financial Group LLC | 0.07% | Add +0.6% | 2,539 | $316K |
| Quartz Partners, LLC | 0.10% | Reduce -0.6% | 2,524 | $314K |
| Novus Advisors, LLC | 0.65% | Reduce -7.5% | 2,513 | $313K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 2,504 | $312K |
| Retirement Solution LLC | 0.06% | Add +0.4% | 2,500 | $311K |
| Ehrlich Financial Group | 0.16% | Reduce -44.0% | 2,500 | $311K |
| JGP Wealth Management, LLC | 0.03% | Reduce -3.0% | 2,483 | $309K |
| Synergy Financial Group, LTD | 0.22% | No change | 2,473 | $308K |
| Altfest L J & Co. Inc. | 0.03% | No change | 2,473 | $308K |
| Bonfire Financial | 0.20% | No change | 2,468 | $307K |
| Money Concepts Capital Corp. | 0.01% | Add +3.8% | 2,457 | $306K |
| My Personal CFO, LLC | 0.12% | No change | 2,447 | $304K |
| Venture Visionary Partners LLC | 0.01% | New | 2,438 | $303K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | Add +0.3% | 2,422 | $301K |
| Resurgent Financial Advisors LLC | 0.08% | Reduce -1.6% | 2,422 | $301K |
| Wealthgarden F.S. LLC | 0.17% | Add +12.3% | 2,394 | $298K |
| Goldstein Advisors, LLC | 0.03% | Reduce -1.1% | 2,386 | $297K |
| Yoffe Investment Management, LLC | 0.34% | No change | 2,358 | $293K |
| Oakworth Capital, Inc. | 0.01% | No change | 2,355 | $293K |
| Goelzer Investment Management, Inc. | 0.01% | Add +21.0% | 2,347 | $292K |
| Fonville Wealth Management LLC | 0.05% | Reduce -1.3% | 2,345 | $292K |
| Clear Retirement Advice LLC | 0.20% | No change | 2,331 | $290K |
| Cedarwood Wealth LLC | 0.22% | No change | 2,325 | $289K |
| Proactive Wealth Strategies LLC | 0.05% | Add +0.8% | 2,319 | $289K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +1.1% | 2,317 | $288K |
| Beacon Financial Advisory LLC | 0.06% | Reduce -0.4% | 2,313 | $288K |
| Orin Green Financial, LLC | 0.11% | No change | 2,310 | $287K |
| Fulton Breakefield Broenniman LLC | 0.02% | Add +1.0% | 2,283 | $284K |
| Global Wealth Strategies & Associates | 0.05% | Reduce -6.8% | 2,281 | $284K |
| Walleye Partners, LLC | 0.32% | No change | 2,265 | $282K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -6.4% | 2,256 | $281K |
| Bernicke Wealth Management, Ltd. | 0.03% | No change | 2,227 | $277K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 2,197 | $273K |
| International Assets Investment Management, LLC | 0.02% | Reduce -2.4% | 2,218 | $272K |
| TritonPoint Partners, LLC | 0.02% | Reduce -10.1% | 2,179 | $271K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +1.8% | 2,170 | $270K |
| A4 Wealth Advisors LLC | 0.18% | Reduce -9.4% | 2,134 | $266K |
| Neumann Capital Management, LLC | 0.17% | No change | 2,125 | $264K |
| CRA Financial Services, LLC | 0.03% | No change | 2,125 | $264K |
| American National Bank & Trust | 0.02% | No change | 2,118 | $264K |
| Stirlingshire Investments, Inc. | 0.19% | Reduce -5.0% | 2,108 | $262K |
| Mainstay Capital Management LLC | 0.02% | Add +7.7% | 2,100 | $261K |
| Sanchez Gaunt Capital Management, LLC | 0.15% | Add +2.5% | 2,097 | $261K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 2,096 | $261K |
| Networth Advisors, LLC | 0.15% | Reduce -4.5% | 2,085 | $259K |
| Financial Partners Group, Inc | 0.03% | Add +1.6% | 2,084 | $259K |
| Winthrop Advisory Group LLC | 0.02% | New | 2,079 | $259K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 2,078 | $259K |
| Centerline Wealth Advisors, LLC | 0.08% | Reduce -5.2% | 2,073 | $258K |
| Kiley Juergens Wealth Management, LLC | 0.04% | Reduce -4.8% | 2,067 | $257K |
| Veracity Capital LLC | 0.07% | Add +2.3% | 2,012 | $250K |
| Nwam LLC | 0.01% | Reduce -10.9% | 1,993 | $248K |
| Accretive Wealth Partners, LLC | 0.06% | No change | 1,992 | $248K |
| Commonwealth Financial Services, LLC | 0.03% | No change | 1,988 | $247K |
| Watchman Group, Inc. | 0.06% | Reduce -3.1% | 1,983 | $247K |
| Flagstar Securities, Inc. | 0.07% | Add +1.3% | 1,973 | $246K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,967 | $245K |
| AA Financial Advisors, LLC | 0.03% | Add +6.2% | 1,931 | $240K |
| First Financial Corp. | 0.08% | Reduce -1.2% | 1,929 | $240K |
| Journey Beyond Wealth, LLC | 0.19% | Add +4.3% | 1,928 | $240K |
| Marino, Stram & Associates LLC | 0.04% | New | 1,920 | $239K |
| Drive Wealth Management, LLC | 0.04% | New | 1,919 | $239K |
| XML Financial, LLC | 0.02% | Add +0.8% | 1,914 | $238K |
| SCS Capital Management LLC | 0.00% | Reduce -60.0% | 1,914 | $238K |
| Opal Wealth Advisors, LLC | 0.05% | Add +3.4% | 1,912 | $238K |
| HBK Sorce Advisory LLC | 0.00% | No change | 1,900 | $237K |
| NorthLanding Financial Partners, LLC | 0.16% | No change | 1,900 | $236K |
| Renaissance Technologies | 0.00% | Reduce -66.7% | 1,900 | $236K |
| POM Investment Strategies, LLC | 0.27% | Add +117.8% | 1,893 | $236K |
| Essex Bank | 0.05% | Reduce -2.0% | 1,890 | $235K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -88.2% | 1,883 | $234K |
| Shufro Rose & Co. LLC | 0.01% | No change | 1,880 | $234K |
| Tailwinds Wealth, LLC | 0.14% | New | 1,857 | $231K |
| Destination Wealth Management | 0.01% | New | 1,847 | $230K |
| Community Financial Services Group, LLC | 0.03% | Reduce -8.1% | 1,868 | $229K |
| Means Investment Co., Inc. | 0.02% | Add +0.8% | 1,841 | $229K |
| Alhambra Investment Management LLC | 0.10% | No change | 1,831 | $228K |
| Stokes Family Office, LLC | 0.03% | Reduce -43.4% | 1,815 | $226K |
| Intelligence Driven Advisers, LLC | 0.04% | No change | 1,807 | $225K |
| Channel Wealth LLC | 0.05% | Reduce -17.0% | 1,793 | $223K |
| Heritage Family Offices, LLP | 0.09% | Reduce -25.5% | 1,790 | $223K |
| Pacific Excel Wealth Advisors, Inc. | 0.09% | New | 1,790 | $223K |
| NTV Asset Management LLC | 0.02% | New | 1,771 | $220K |
| Fsa Wealth Partners, Inc. | 0.06% | New | 1,771 | $220K |
| NBH Bank | 0.09% | — | 1,755 | $218K |
| PKS Advisory Services, LLC | 0.03% | New | 1,751 | $218K |
| Hudson Portfolio Management LLC | 0.16% | Reduce -4.9% | 1,750 | $218K |
| Joel Isaacson & Co., LLC | 0.01% | New | 1,743 | $217K |
| REAP Financial Group, LLC | 0.04% | Add +0.1% | 1,734 | $216K |
| Hobart Private Capital, LLC | 0.04% | Reduce -47.5% | 1,731 | $215K |
| Islay Capital Management, LLC | 0.10% | New | 1,727 | $215K |
| Cornerstone Wealth, LLC | 0.11% | Reduce -88.3% | 1,743 | $213K |
| Single Point Partners, LLC | 0.04% | New | 1,712 | $213K |
| Bedminster, LLC | 0.18% | Reduce -28.1% | 1,708 | $213K |
| BSW Wealth Partners | 0.02% | New | 1,694 | $211K |
| Resonant Capital Advisors, LLC | 0.01% | New | 1,692 | $211K |
| Maple Capital Management, Inc. | 0.01% | New | 1,663 | $207K |
| Osbon Capital Management LLC | 0.16% | Reduce -0.1% | 1,655 | $206K |
| Delta Investment Management, LLC | 0.03% | New | 1,655 | $206K |
| Storen Legacy Partners, LLC | 0.06% | New | 1,639 | $204K |
| Cassilly Financial Group LLC | 0.15% | New | 1,637 | $204K |
| Verum Partners LLC | 0.03% | New | 1,634 | $203K |
| Tranquility Partners, LLC | 0.07% | New | 1,628 | $203K |
| Fiduciary Alliance LLC | 0.01% | New | 1,621 | $202K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 1,620 | $202K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,616 | $201K |
| OneAscent Financial Services LLC | 0.01% | New | 1,609 | $200K |
| Alpine Bank Wealth Management | 0.03% | New | 1,600 | $199K |
| Capital Advisor Network LLC | 0.24% | Add +6.3% | 1,564 | $195K |
| Rosenberg Matthew Hamilton | 0.04% | Reduce -29.6% | 1,560 | $194K |
| Arcadia Investment Advisors LLC | 0.08% | No change | 1,500 | $187K |
| New Republic Capital, LLC | 0.04% | Add +2.6% | 1,494 | $186K |
| KERR FINANCIAL PLANNING Corp | 0.21% | Add +0.1% | 1,482 | $184K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -45.1% | 1,480 | $184K |
| Tounjian Advisory Partners, LLC | 0.07% | New | 1,362 | $169K |
| Strategic Investment Solutions, Inc. | 0.04% | Add +3315.8% | 1,298 | $161K |
| Webster Bank, N. A. | 0.01% | No change | 1,295 | $161K |
| Evermay Wealth Management LLC | 0.02% | Add +426.9% | 1,291 | $161K |
| Vanguard National Trust Co | 0.01% | Reduce -8.3% | 1,266 | $158K |
| Balentine LLC | 0.01% | Reduce -67.3% | 1,220 | $152K |
| Zions Bancorporation, National Association | 0.01% | No change | 1,212 | $151K |
| Horizon Financial Services, LLC | 0.05% | New | 1,118 | $139K |
| GAMMA Investing LLC | 0.01% | Add +0.9% | 1,110 | $138K |
| City Holding Co. | 0.02% | New | 1,100 | $137K |
| Russell Investments Group, Ltd. | 0.00% | Add +2620.0% | 1,088 | $135K |
| LifeSteps Financial, Inc. | 0.06% | New | 1,080 | $134K |
| Hanson & Doremus Investment Management | 0.01% | No change | 1,074 | $134K |
| IMA Advisory Services, Inc. | 0.01% | New | 1,074 | $134K |
| Vanguard Advisers Inc. | 0.00% | Reduce -7.3% | 1,071 | $133K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 1,060 | $132K |
| Atlantic Union Bankshares Corp | 0.00% | Add +46.4% | 1,048 | $130K |
| Creative Financial Designs Inc. | 0.01% | Reduce -28.6% | 990 | $123K |
| Rice Partnership, LLC | 0.01% | Add +295.2% | 988 | $123K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 973 | $121K |
| Angeles Wealth Management, LLC | 0.01% | No change | 972 | $121K |
| Dynamic Wealth Strategies, LLC | 0.06% | No change | 967 | $120K |
| Peterson Wealth Services | 0.03% | No change | 960 | $119K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 949 | $118K |
| Wolff Wiese Magana LLC | 0.05% | No change | 935 | $116K |
| Whittier Trust Co. | 0.00% | No change | 900 | $113K |
| Murphy & Mullick Capital Management Corp | 0.07% | No change | 902 | $112K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 894 | $111K |
| MeadowBrook Investment Advisors LLC | 0.09% | No change | 891 | $111K |
| MCF Advisors LLC | 0.00% | New | 868 | $108K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Add +3.7% | 835 | $104K |
| Financial Consulate, Inc. | 0.01% | No change | 830 | $103K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 749 | $93K |
| Wagner Wealth Management, LLC | 0.02% | Add +750.6% | 740 | $92K |
| Tidemark, LLC | 0.02% | No change | 728 | $91K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 725 | $89K |
| National Bank of Canada | 0.00% | Reduce -56.4% | 713 | $89K |
| Ballast Advisors LLC | 0.02% | No change | 681 | $85K |
| Ares Financial Consulting, LLC | 0.06% | Add +0.8% | 647 | $81K |
| Hoey Investments, Inc. | 0.01% | No change | 639 | $80K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 639 | $80K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -32.7% | 637 | $79K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.10% | No change | 609 | $76K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -81.5% | 601 | $75K |
| MPWM Advisory Solutions, LLC | 0.03% | Add +11.5% | 571 | $71K |
| Downshift Financial, LLC | 0.03% | New | 563 | $70K |
| Leo H. Evart, Inc. | 0.05% | Add +0.7% | 543 | $68K |
| Larson Financial Group LLC | 0.00% | Reduce -63.6% | 536 | $67K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 530 | $66K |
| Kings Path Partners LLC | 0.02% | No change | 520 | $65K |
| Mascoma Wealth Management LLC | 0.01% | No change | 519 | $65K |
| Clark Wealth Partners | 0.04% | Reduce -1.4% | 504 | $63K |
| Salem Investment Counselors Inc. | 0.00% | No change | 502 | $62K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 495 | $62K |
| HighMark Wealth Management LLC | 0.02% | Reduce -2.8% | 484 | $60K |
| Highland Investment Advisors LLC | 0.03% | — | 479 | $60K |
| Coston, McIsaac & Partners | 0.01% | No change | 480 | $59K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 454 | $56K |
| Integrity Financial Corp | 0.03% | No change | 437 | $54K |
| West Financial Advisors, LLC | 0.01% | No change | 430 | $54K |
| Hughes Financial Services, LLC | 0.01% | No change | 426 | $53K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 422 | $53K |
| Compass Financial Management LLC | 0.01% | — | 403 | $50K |
| Financial Gravity Companies, Inc. | 0.01% | — | 397 | $49K |
| Frazier Financial Advisors, LLC | 0.02% | Reduce -20.3% | 393 | $49K |
| Ameriflex Group, Inc. | 0.02% | Reduce -4.5% | 379 | $47K |
| Colonial Trust Co / SC | 0.01% | Add +2.8% | 372 | $46K |
| CVA Family Office, LLC | 0.00% | No change | 366 | $46K |
| Tucker Asset Management LLC | 0.01% | No change | 359 | $45K |
| Collier Financial | 0.03% | Add +0.9% | 353 | $44K |
| NorthAvenue LLC | 0.03% | Reduce -6.6% | 340 | $42K |
| Asset Dedication, LLC | 0.00% | Add +200.9% | 340 | $42K |
| Dunhill Financial, LLC | 0.01% | Reduce -35.8% | 333 | $41K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +0.6% | 324 | $40K |
| Harbor Asset Planning, Inc. | 0.03% | Add +0.9% | 324 | $40K |
| AlphaCore Capital LLC | 0.00% | Reduce -4.5% | 318 | $40K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 311 | $39K |
| Lavaca Capital LLC | 0.00% | New | 303 | $38K |
| Innovative Asset Advisors Group, LLC | 0.02% | No change | 302 | $38K |
| Anchor Investment Management, LLC | 0.00% | No change | 301 | $37K |
| Brooklyn FI, LLC | 0.01% | New | 305 | $37K |
| Coastline Trust Co | 0.00% | No change | 282 | $35K |
| Phillips Financial Management, LLC | 0.00% | Reduce -7.0% | 281 | $35K |
| Maryland Capital Advisors Inc. | 0.01% | — | 280 | $35K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 278 | $35K |
| Breakwater Investment Management | 0.01% | No change | 275 | $34K |
| Crewe Advisors LLC | 0.00% | Add +267.6% | 272 | $34K |
| Signature Equity Partners, LLC | 0.01% | Add +5.9% | 251 | $31K |
| Imprint Wealth LLC | 0.13% | Reduce -42.9% | 248 | $31K |
| Riverview Trust Co | 0.04% | No change | 248 | $31K |
| Oakmont Advisory Group, LLC | 0.03% | New | 247 | $31K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 246 | $31K |
| Richardson Capital Management LLC | 0.01% | Add +0.4% | 245 | $30K |
| Tsfg, LLC | 0.00% | Reduce -20.6% | 243 | $30K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 243 | $30K |
| St Germain D J Co. Inc. | 0.00% | No change | 234 | $29K |
| Bangor Savings Bank | 0.00% | No change | 227 | $28K |
| First Bancorp, Inc | 0.01% | New | 219 | $27K |
| Adirondack Trust Co. | 0.01% | No change | 199 | $25K |
| Atwood & Palmer Inc. | 0.00% | Add +1.0% | 195 | $24K |
| Rogco, LP | 0.01% | No change | 188 | $23K |
| Hamrick Investment Counsel, llc | 0.02% | Reduce -82.4% | 185 | $23K |
| Nova Wealth Management, Inc. | 0.01% | No change | 183 | $23K |
| EPG Wealth Management LLC | 0.01% | No change | 179 | $22K |
| Archer Investment Corp | 0.00% | New | 178 | $22K |
| Tompkins Financial Corp. | 0.00% | No change | 178 | $22K |
| Walsh & Associates, LLC | 0.02% | No change | 175 | $22K |
| Park Place Capital Corp | 0.00% | No change | 173 | $22K |
| Howe & Rusling Inc. | 0.00% | No change | 173 | $22K |
| WealthCollab, LLC | 0.01% | Add +1.2% | 173 | $21K |
| Birchwood Financial Partners, Inc. | 0.02% | Reduce -48.5% | 170 | $21K |
| Timbuktu Capital Management, LLC | 0.03% | — | 169 | $21K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -13.2% | 165 | $21K |
| Chesapeake Asset Management LLC | 0.02% | No change | 162 | $20K |
| Triumph Capital Management | 0.00% | No change | 155 | $19K |
| Bravera Wealth | 0.01% | No change | 147 | $18K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 137 | $17K |
| SHP Wealth Management | 0.00% | Add +513.6% | 135 | $17K |
| Gill Capital Partners, LLC | 0.00% | No change | 128 | $16K |
| Addison Advisors LLC | 0.01% | Reduce -86.7% | 125 | $16K |
| Planning Strategies Inc. | 0.01% | — | 121 | $15K |
| Bernard Wealth Management Corp. | 0.01% | No change | 120 | $15K |
| Arlington Trust Co LLC | 0.00% | Reduce -17.9% | 119 | $15K |
| Center for Financial Planning, Inc. | 0.00% | No change | 110 | $14K |
| Glassman Wealth Services | 0.00% | No change | 109 | $14K |
| Hurley Capital, LLC | 0.01% | Add +1.0% | 102 | $13K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 100 | $12K |
| Signature Resources Capital Management, LLC | 0.00% | Add +117.8% | 98 | $12K |
| Smithfield Trust Co | 0.00% | No change | 100 | $12K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -29.1% | 95 | $12K |
| Advocate Investing Services LLC | 0.01% | New | 89 | $11K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 87 | $11K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 87 | $11K |
| Pittenger & Anderson Inc. | 0.00% | New | 84 | $10K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 84 | $10K |
| Operose Advisors LLC | 0.00% | No change | 83 | $10K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 79 | $10K |
| Fourth Dimension Wealth, LLC | 0.00% | New | 79 | $10K |
| Creative Capital Management Investments LLC | 0.00% | New | 78 | $10K |
| Quaker Wealth Management, LLC | 0.00% | No change | 77 | $10K |
| Roxbury Financial LLC | 0.01% | No change | 74 | $9K |
| Millstone Evans Group, LLC | 0.00% | No change | 72 | $9K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 66 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +21.6% | 62 | $8K |
| Vima LLC | 0.01% | — | 56 | $7K |
| Align Financial, LLC | 0.00% | No change | 54 | $7K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 52 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 47 | $6K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 44 | $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 |
| LRI Investments, LLC | 0.00% | New | 39 | $5K |
| 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 |
| CX Institutional | 0.00% | Add +560.0% | 33 | $4K |
| Founders Capital Management | 0.00% | New | 31 | $4K |
| Trust Co | 0.00% | No change | 31 | $4K |
| Sittner & Nelson, LLC | 0.00% | No change | 30 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +55.6% | 28 | $3K |
| Strive Financial Group ,LLC | 0.00% | New | 27 | $3K |
| DecisionPoint Financial, LLC | 0.00% | New | 27 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 25 | $3K |
| Signaturefd, LLC | 0.00% | Add +166.7% | 24 | $3K |
| Grove Bank & Trust | 0.00% | No change | 23 | $3K |
| Rialto Wealth Management, LLC | 0.00% | No change | 21 | $3K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 18 | $2K |
| Godsey & Gibb, Inc. | 0.00% | No change | 15 | $2K |
| Markowski Investments | 0.00% | — | 15 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | New | 14 | $2K |
| Provident Wealth Management, LLC | 0.00% | No change | 13 | $2K |
| Arvest Investments, Inc. | 0.00% | New | 13 | $2K |
| United Financial Planning Group LLC | 0.00% | No change | 10 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | New | 8 | $995 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -77.4% | 7 | $871 |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 1 | $125 |
"% 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.