On this page, we present all of the funds holding EFA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EFA, with a link to that fund's top holdings. The next columns indicate the amount of EFA stock held by each of the funds holding EFA, followed by the EFA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1833 funds holding EFA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by BlackRock Inc.. For more details on the positions held by BlackRock Inc. (or by any of the other funds holding EFA), click the fund name in the "Holder" column of the funds-holding-EFA table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
BlackRock Inc. | 74,329,394 | $5,600,720 | 12/31/2023 |
EFA | 74,329,394 | $5,600,720 | 12/31/2023 |
Goldman Sachs Group Inc. | $2,582,811 | 12/31/2023 | |
EFA | 35,078,419 | $2,643,159 | 12/31/2023 |
Put | 11,316,300 | $852,683 | 12/31/2023 |
Call | 10,515,400 | $792,335 | 12/31/2023 |
Bank of America Corp DE | $2,486,425 | 12/31/2023 | |
EFA | 32,916,338 | $2,480,246 | 12/31/2023 |
Call | 7,148,900 | $538,670 | 12/31/2023 |
Put | 7,066,900 | $532,491 | 12/31/2023 |
Morgan Stanley | 24,070,606 | $1,813,720 | 12/31/2023 |
EFA | 24,070,606 | $1,813,720 | 12/31/2023 |
JPMorgan Chase & Co. | 23,324,104 | $1,757,471 | 12/31/2023 |
EFA | 23,324,104 | $1,757,471 | 12/31/2023 |
Northern Trust Corp | 21,376,565 | $1,610,724 | 12/31/2023 |
EFA | 21,376,565 | $1,610,724 | 12/31/2023 |
Wells Fargo & Company MN | $1,000,456 | 12/31/2023 | |
EFA | 14,937,654 | $1,125,552 | 12/31/2023 |
Put | 4,135,100 | $311,580 | 12/31/2023 |
Call | 2,474,900 | $186,484 | 12/31/2023 |
Jane Street Group LLC | 12,730,534 | $959,246 | 12/31/2023 |
EFA | 12,730,534 | $959,246 | 12/31/2023 |
Jones Financial Companies Lllp | 11,502,063 | $866,680 | 12/31/2023 |
EFA | 11,502,063 | $866,680 | 12/31/2023 |
FMR LLC | 10,110,822 | $761,850 | 12/31/2023 |
EFA | 10,110,822 | $761,850 | 12/31/2023 |
The PNC Financial Services Group Inc. | 9,926,118 | $747,933 | 12/31/2023 |
EFA | 9,926,118 | $747,933 | 12/31/2023 |
UBS Group AG | $733,522 | 12/31/2023 | |
EFA | 11,592,762 | $873,515 | 12/31/2023 |
Put | 4,964,400 | $374,068 | 12/31/2023 |
Call | 3,106,500 | $234,075 | 12/31/2023 |
Bank of New York Mellon Corp | 7,420,947 | $592,637 | 03/31/2024 |
EFA | 7,420,947 | $592,637 | 03/31/2024 |
US Bancorp DE | $569,512 | 12/31/2023 | |
EFA | 7,558,228 | $569,513 | 12/31/2023 |
Put | 90 | $1 | 12/31/2023 |
Royal Bank of Canada | $532,450 | 12/31/2023 | |
EFA | 7,078,086 | $533,332 | 12/31/2023 |
Put | 476,600 | $35,912 | 12/31/2023 |
Call | 464,900 | $35,030 | 12/31/2023 |
Envestnet Asset Management Inc. | 6,837,291 | $515,190 | 12/31/2023 |
EFA | 6,837,291 | $515,190 | 12/31/2023 |
TD Asset Management Inc. | 5,695,838 | $429,181 | 12/31/2023 |
EFA | 5,695,838 | $429,181 | 12/31/2023 |
AlTi Global Inc. | 5,536,255 | $417,452 | 12/31/2023 |
EFA | 5,536,255 | $417,452 | 12/31/2023 |
TFO TDC LLC | 5,360 | $391,501 | 12/31/2023 |
EFA | 5,360 | $391,501 | 12/31/2023 |
SG Americas Securities LLC | 3,596,665 | $271,009 | 12/31/2023 |
EFA | 3,596,665 | $271,009 | 12/31/2023 |
Truist Financial Corp | 3,569,039 | $268,927 | 12/31/2023 |
EFA | 3,569,039 | $268,927 | 12/31/2023 |
LPL Financial LLC | 3,288,185 | $247,765 | 12/31/2023 |
EFA | 3,288,185 | $247,765 | 12/31/2023 |
Mariner LLC | 3,128,989 | $235,769 | 12/31/2023 |
EFA | 3,128,989 | $235,769 | 12/31/2023 |
Stairway Partners LLC | 2,865,292 | $228,822 | 03/31/2024 |
EFA | 2,865,292 | $228,822 | 03/31/2024 |
Northwestern Mutual Investment Management Company LLC | 2,722,200 | $205,118 | 12/31/2023 |
EFA | 2,722,200 | $205,118 | 12/31/2023 |
CIBC Asset Management Inc | 2,708,510 | $204,086 | 12/31/2023 |
EFA | 2,708,510 | $204,086 | 12/31/2023 |
Regions Financial Corp | 2,547,029 | $203,406 | 03/31/2024 |
EFA | 2,547,029 | $203,406 | 03/31/2024 |
Sand Hill Global Advisors LLC | 2,685,397 | $202,345 | 12/31/2023 |
EFA | 2,685,397 | $202,345 | 12/31/2023 |
Bank of Montreal Can | $198,688 | 12/31/2023 | |
EFA | 3,514,322 | $267,088 | 12/31/2023 |
Put | 900,000 | $68,400 | 12/31/2023 |
Hsbc Holdings PLC | $192,976 | 12/31/2023 | |
Call | 1,618,500 | $121,938 | 12/31/2023 |
EFA | 1,467,913 | $110,780 | 12/31/2023 |
Put | 527,500 | $39,742 | 12/31/2023 |
Mackenzie Financial Corp | 2,534,962 | $191,009 | 12/31/2023 |
EFA | 2,534,962 | $191,009 | 12/31/2023 |
Cerity Partners LLC | 2,287,891 | $172,393 | 12/31/2023 |
EFA | 2,287,891 | $172,393 | 12/31/2023 |
Arvest Trust Co. N A | 2,283,230 | $172,041 | 12/31/2023 |
EFA | 2,283,230 | $172,041 | 12/31/2023 |
Badgley Phelps Wealth Managers LLC | 2,234,629 | $168,379 | 12/31/2023 |
EFA | 2,234,629 | $168,379 | 12/31/2023 |
Ameriprise Financial Inc. | 2,171,730 | $166,983 | 12/31/2023 |
EFA | 2,171,730 | $166,983 | 12/31/2023 |
Stifel Financial Corp | 2,174,718 | $163,865 | 12/31/2023 |
EFA | 2,174,718 | $163,865 | 12/31/2023 |
Hirtle Callaghan & Co LLC | 2,168,195 | $163,373 | 12/31/2023 |
EFA | 2,168,195 | $163,373 | 12/31/2023 |
M&T Bank Corp | 2,163,263 | $163,002 | 12/31/2023 |
EFA | 2,163,263 | $163,002 | 12/31/2023 |
Creative Planning | 2,132,122 | $160,655 | 12/31/2023 |
EFA | 2,132,122 | $160,655 | 12/31/2023 |
Prudential Financial Inc. | 1,994,267 | $150,268 | 12/31/2023 |
EFA | 1,994,267 | $150,268 | 12/31/2023 |
Rockefeller Capital Management L.P. | 1,921,077 | $144,753 | 12/31/2023 |
EFA | 1,921,077 | $144,753 | 12/31/2023 |
Capital International Investors | 1,911,162 | $143,853 | 12/31/2023 |
EFA | 1,911,162 | $143,853 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 1,900,664 | $143,215 | 12/31/2023 |
EFA | 1,900,664 | $143,215 | 12/31/2023 |
CI Private Wealth LLC | 1,848,684 | $139,298 | 12/31/2023 |
EFA | 1,848,684 | $139,298 | 12/31/2023 |
Keybank National Association OH | 1,831,712 | $138,020 | 12/31/2023 |
EFA | 1,831,712 | $138,020 | 12/31/2023 |
Johns Hopkins University | 1,825,210 | $137,530 | 12/31/2023 |
EFA | 1,825,210 | $137,530 | 12/31/2023 |
Comerica Bank | 1,825,009 | $137,514 | 12/31/2023 |
EFA | 1,825,009 | $137,514 | 12/31/2023 |
HighTower Advisors LLC | $136,832 | 12/31/2023 | |
EFA | 1,815,584 | $136,832 | 12/31/2023 |
Put | 1,100 | $0 | 12/31/2023 |
Fifth Third Bancorp | 1,710,449 | $136,596 | 03/31/2024 |
EFA | 1,710,449 | $136,596 | 03/31/2024 |
Captrust Financial Advisors | 1,695,768 | $127,776 | 12/31/2023 |
EFA | 1,695,768 | $127,776 | 12/31/2023 |
Financial Engines Advisors L.L.C. | 1,695,273 | $127,739 | 12/31/2023 |
EFA | 1,695,273 | $127,739 | 12/31/2023 |
Citadel Advisors LLC | $119,211 | 12/31/2023 | |
Call | 6,860,800 | $516,961 | 12/31/2023 |
Put | 5,361,700 | $404,004 | 12/31/2023 |
EFA | 83,001 | $6,254 | 12/31/2023 |
Halbert Hargrove Global Advisors LLC | 1,480,022 | $118,195 | 03/31/2024 |
EFA | 1,480,022 | $118,195 | 03/31/2024 |
Cullen Frost Bankers Inc. | 1,511,689 | $113,906 | 12/31/2023 |
EFA | 1,511,689 | $113,906 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 1,370,293 | $109,432 | 03/31/2024 |
EFA | 1,370,293 | $109,432 | 03/31/2024 |
Baird Financial Group Inc. | 1,421,312 | $107,096 | 12/31/2023 |
EFA | 1,421,312 | $107,096 | 12/31/2023 |
Bank of Nova Scotia | $104,143 | 12/31/2023 | |
EFA | 1,382,472 | $104,166 | 12/31/2023 |
Put | 300 | $23 | 12/31/2023 |
Raymond James & Associates | 1,290,487 | $103,058 | 03/31/2024 |
EFA | 1,290,487 | $103,058 | 03/31/2024 |
Bailard Inc. | 1,293,155 | $97,439 | 12/31/2023 |
EFA | 1,293,155 | $97,439 | 12/31/2023 |
BNP Paribas Arbitrage SA | $96,413 | 12/31/2023 | |
Call | 20,622 | $155,387 | 12/31/2023 |
Put | 20,243 | $152,531 | 12/31/2023 |
EFA | 1,241,631 | $93,557 | 12/31/2023 |
CIBC Private Wealth Group LLC | 1,218,607 | $91,822 | 12/31/2023 |
EFA | 1,218,607 | $91,822 | 12/31/2023 |
BOKF NA | 1,209,087 | $91,105 | 12/31/2023 |
EFA | 1,209,087 | $91,105 | 12/31/2023 |
Linscomb & Williams Inc. | 1,168,274 | $88,029 | 12/31/2023 |
EFA | 1,168,274 | $88,029 | 12/31/2023 |
Commonwealth Equity Services LLC | 1,074,369 | $80,954 | 12/31/2023 |
EFA | 1,074,369 | $80,954 | 12/31/2023 |
Huntington National Bank | 1,071,456 | $80,734 | 12/31/2023 |
EFA | 1,071,456 | $80,734 | 12/31/2023 |
Accredited Investors Inc. | 994,546 | $74,939 | 12/31/2023 |
EFA | 994,546 | $74,939 | 12/31/2023 |
Glenmede Trust Co. NA | 988,370 | $74,474 | 12/31/2023 |
EFA | 988,370 | $74,474 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 892,711 | $71,292 | 03/31/2024 |
EFA | 892,711 | $71,292 | 03/31/2024 |
Allspring Global Investments Holdings LLC | 892,342 | $71,262 | 03/31/2024 |
EFA | 892,342 | $71,262 | 03/31/2024 |
Credit Suisse AG | $70,259 | 12/31/2023 | |
Call | 1,453,000 | $109,484 | 12/31/2023 |
Put | 767,800 | $57,854 | 12/31/2023 |
EFA | 247,233 | $18,629 | 12/31/2023 |
Toronto Dominion Bank | 854,112 | $64,357 | 12/31/2023 |
EFA | 854,112 | $64,357 | 12/31/2023 |
Janney Montgomery Scott LLC | 849,293 | $63,994 | 12/31/2023 |
EFA | 849,293 | $63,994 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 841,338 | $63,395 | 12/31/2023 |
EFA | 841,338 | $63,395 | 12/31/2023 |
MainStreet Investment Advisors LLC | 841,092 | $63,376 | 12/31/2023 |
EFA | 841,092 | $63,376 | 12/31/2023 |
Kabouter Management LLC | 839,544 | $63,192 | 12/31/2023 |
EFA | 839,544 | $63,192 | 12/31/2023 |
Advisor Group Holdings Inc. | 830,832 | $62,609 | 12/31/2023 |
EFA | 830,832 | $62,609 | 12/31/2023 |
Blair William & Co. IL | 824,493 | $62,126 | 12/31/2023 |
EFA | 824,493 | $62,126 | 12/31/2023 |
Ensign Peak Advisors Inc | 823,249 | $62,032 | 12/31/2023 |
EFA | 823,249 | $62,032 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 773,208 | $61,748 | 03/31/2024 |
EFA | 773,208 | $61,748 | 03/31/2024 |
AMG National Trust Bank | 797,287 | $60,075 | 12/31/2023 |
EFA | 797,287 | $60,075 | 12/31/2023 |
Lazard Asset Management LLC | 789,033 | $59,453 | 12/31/2023 |
EFA | 789,033 | $59,453 | 12/31/2023 |
Pathstone Holdings LLC | 780,072 | $58,778 | 12/31/2023 |
EFA | 780,072 | $58,778 | 12/31/2023 |
Miller Investment Management LP | 763,136 | $57,502 | 12/31/2023 |
EFA | 763,136 | $57,502 | 12/31/2023 |
Brown Advisory Inc. | 716,744 | $57,239 | 03/31/2024 |
EFA | 716,744 | $57,239 | 03/31/2024 |
Valeo Financial Advisors LLC | 715,024 | $55,558 | 03/31/2024 |
EFA | 715,024 | $55,558 | 03/31/2024 |
Valmark Advisers Inc. | 733,499 | $55,269 | 12/31/2023 |
EFA | 733,499 | $55,269 | 12/31/2023 |
CIBC World Markets Inc. | $53,847 | 12/31/2023 | |
EFA | 464,616 | $35,009 | 12/31/2023 |
Call | 250,000 | $18,838 | 12/31/2023 |
MML Investors Services LLC | 697,314 | $52,543 | 12/31/2023 |
EFA | 697,314 | $52,543 | 12/31/2023 |
Deutsche Bank AG | 678,563 | $51,130 | 12/31/2023 |
EFA | 678,563 | $51,130 | 12/31/2023 |
Bontempo Ohly Capital Mgmt LLC | 678,053 | $51,091 | 12/31/2023 |
EFA | 678,053 | $51,091 | 12/31/2023 |
BIP Wealth LLC | 672,848 | $50,699 | 12/31/2023 |
EFA | 672,848 | $50,699 | 12/31/2023 |
Franklin Resources Inc. | 660,914 | $49,800 | 12/31/2023 |
EFA | 660,914 | $49,800 | 12/31/2023 |
First Horizon Advisors Inc. | 622,587 | $49,720 | 03/31/2024 |
EFA | 622,587 | $49,720 | 03/31/2024 |
Stock Yards Bank & Trust Co. | 653,109 | $49,212 | 12/31/2023 |
EFA | 653,109 | $49,212 | 12/31/2023 |
HT Partners LLC | 615,320 | $49,139 | 03/31/2024 |
EFA | 615,320 | $49,139 | 03/31/2024 |
Hancock Whitney Corp | 647,274 | $48,772 | 12/31/2023 |
EFA | 647,274 | $48,772 | 12/31/2023 |
Congress Wealth Management LLC DE | 603,774 | $48,217 | 03/31/2024 |
EFA | 603,774 | $48,217 | 03/31/2024 |
Cresset Asset Management LLC | $47,134 | 12/31/2023 | |
EFA | 685,536 | $51,655 | 12/31/2023 |
Put | 60,000 | $4,521 | 12/31/2023 |
NewEdge Wealth LLC | 621,393 | $46,822 | 12/31/2023 |
EFA | 621,393 | $46,822 | 12/31/2023 |
Waterway Wealth Management LLC | 554,639 | $44,293 | 03/31/2024 |
EFA | 554,639 | $44,293 | 03/31/2024 |
Modera Wealth Management LLC | 577,777 | $43,536 | 12/31/2023 |
EFA | 577,777 | $43,536 | 12/31/2023 |
Annis Gardner Whiting Capital Advisors LLC | 577,429 | $43,509 | 12/31/2023 |
EFA | 577,429 | $43,509 | 12/31/2023 |
Capital Fund Management S.A. | $42,381 | 12/31/2023 | |
EFA | 602,150 | $45,372 | 12/31/2023 |
Put | 288,500 | $21,738 | 12/31/2023 |
Call | 248,800 | $18,747 | 12/31/2023 |
Hudson Bay Capital Management LP | 550,000 | $41,442 | 12/31/2023 |
EFA | 550,000 | $41,442 | 12/31/2023 |
Lbmc Investment Advisors LLC | 516,683 | $41,262 | 03/31/2024 |
EFA | 516,683 | $41,262 | 03/31/2024 |
RSM US Wealth Management LLC | 546,270 | $41,161 | 12/31/2023 |
EFA | 546,270 | $41,161 | 12/31/2023 |
Sontag Advisory LLC | 529,795 | $39,920 | 12/31/2023 |
EFA | 529,795 | $39,920 | 12/31/2023 |
Savant Capital LLC | 529,069 | $39,865 | 12/31/2023 |
EFA | 529,069 | $39,865 | 12/31/2023 |
State of Wyoming | 524,157 | $39,495 | 12/31/2023 |
EFA | 524,157 | $39,495 | 12/31/2023 |
Team Hewins LLC | 508,962 | $38,350 | 12/31/2023 |
EFA | 508,962 | $38,350 | 12/31/2023 |
Alliancebernstein L.P. | 500,343 | $37,701 | 12/31/2023 |
EFA | 500,343 | $37,701 | 12/31/2023 |
Trustmark National Bank Trust Department | 498,292 | $37,546 | 12/31/2023 |
EFA | 498,292 | $37,546 | 12/31/2023 |
Greenleaf Trust | 490,835 | $36,984 | 12/31/2023 |
EFA | 490,835 | $36,984 | 12/31/2023 |
Johnson Investment Counsel Inc. | 485,466 | $36,580 | 12/31/2023 |
EFA | 485,466 | $36,580 | 12/31/2023 |
DiMeo Schneider & Associates L.L.C. | 477,950 | $36,014 | 12/31/2023 |
EFA | 477,950 | $36,014 | 12/31/2023 |
Cetera Advisor Networks LLC | 476,235 | $35,884 | 12/31/2023 |
EFA | 476,235 | $35,884 | 12/31/2023 |
Citizens Financial Group Inc RI | 474,492 | $35,753 | 12/31/2023 |
EFA | 474,492 | $35,753 | 12/31/2023 |
Silvercrest Asset Management Group LLC | 472,738 | $35,621 | 12/31/2023 |
EFA | 472,738 | $35,621 | 12/31/2023 |
Synovus Financial Corp | 462,124 | $34,823 | 12/31/2023 |
EFA | 462,124 | $34,823 | 12/31/2023 |
Nisa Investment Advisors LLC | 458,590 | $34,555 | 12/31/2023 |
EFA | 458,590 | $34,555 | 12/31/2023 |
Arrowstreet Capital Limited Partnership | 454,030 | $34,211 | 12/31/2023 |
EFA | 454,030 | $34,211 | 12/31/2023 |
SCS Capital Management LLC | 452,381 | $34,087 | 12/31/2023 |
EFA | 452,381 | $34,087 | 12/31/2023 |
1ST Source Bank | 436,752 | $32,909 | 12/31/2023 |
EFA | 436,752 | $32,909 | 12/31/2023 |
Aristotle Capital Management LLC | 429,666 | $32,375 | 12/31/2023 |
EFA | 429,666 | $32,375 | 12/31/2023 |
Kestra Advisory Services LLC | 429,510 | $32,364 | 12/31/2023 |
EFA | 429,510 | $32,364 | 12/31/2023 |
Fund Evaluation Group LLC | 447,819 | $32,167 | 12/31/2023 |
EFA | 447,819 | $32,167 | 12/31/2023 |
BTC Capital Management Inc. | 404,471 | $32,131 | 03/31/2024 |
EFA | 404,471 | $32,131 | 03/31/2024 |
Destination Wealth Management | $32,091 | 12/31/2023 | |
EFA | 425,877 | $32,090 | 12/31/2023 |
Call | 100 | $1 | 12/31/2023 |
Ballentine Partners LLC | 401,444 | $32,059 | 03/31/2024 |
EFA | 401,444 | $32,059 | 03/31/2024 |
Paulson Wealth Management Inc. | 415,245 | $31,289 | 12/31/2023 |
EFA | 415,245 | $31,289 | 12/31/2023 |
Commerce Bank | 409,264 | $30,838 | 12/31/2023 |
EFA | 409,264 | $30,838 | 12/31/2023 |
IFG Advisors LLC | 384,126 | $30,676 | 03/31/2024 |
EFA | 384,126 | $30,676 | 03/31/2024 |
Confluence Wealth Services Inc. | 382,967 | $30,584 | 03/31/2024 |
EFA | 382,967 | $30,584 | 03/31/2024 |
Arbor Investment Advisors LLC | 379,946 | $30,342 | 03/31/2024 |
EFA | 379,946 | $30,342 | 03/31/2024 |
Wilbanks Smith & Thomas Asset Management LLC | 402,374 | $30,319 | 12/31/2023 |
EFA | 402,374 | $30,319 | 12/31/2023 |
Keel Point LLC | 371,909 | $29,701 | 03/31/2024 |
EFA | 371,909 | $29,701 | 03/31/2024 |
Country Club Bank GFN | 371,855 | $29,696 | 03/31/2024 |
EFA | 371,855 | $29,696 | 03/31/2024 |
Burgundy Asset Management Ltd. | 393,649 | $29,661 | 12/31/2023 |
EFA | 393,649 | $29,661 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 365,521 | $29,191 | 03/31/2024 |
EFA | 365,521 | $29,191 | 03/31/2024 |
Cambiar Investors LLC | 383,776 | $28,918 | 12/31/2023 |
EFA | 383,776 | $28,918 | 12/31/2023 |
Mesirow Financial Investment Management Inc. | 361,332 | $28,856 | 03/31/2024 |
EFA | 361,332 | $28,856 | 03/31/2024 |
Metropolitan Life Insurance Co NY | 380,070 | $28,638 | 12/31/2023 |
EFA | 380,070 | $28,638 | 12/31/2023 |
Cullen Capital Management LLC | 379,330 | $28,583 | 12/31/2023 |
EFA | 379,330 | $28,583 | 12/31/2023 |
Mondrian Investment Partners LTD | 378,250 | $28,501 | 12/31/2023 |
EFA | 378,250 | $28,501 | 12/31/2023 |
Fiera Capital Corp | 375,502 | $28,294 | 12/31/2023 |
EFA | 375,502 | $28,294 | 12/31/2023 |
FineMark National Bank & Trust | 372,393 | $28,060 | 12/31/2023 |
EFA | 372,393 | $28,060 | 12/31/2023 |
DT Investment Partners LLC | 370,143 | $27,905 | 12/31/2023 |
EFA | 370,143 | $27,905 | 12/31/2023 |
OMERS ADMINISTRATION Corp | 368,825 | $27,784 | 12/31/2023 |
EFA | 368,825 | $27,784 | 12/31/2023 |
Strategic Wealth Partners Group LLC | 367,229 | $27,671 | 12/31/2023 |
EFA | 367,229 | $27,671 | 12/31/2023 |
Colony Group LLC | 366,282 | $27,599 | 12/31/2023 |
EFA | 366,282 | $27,599 | 12/31/2023 |
Castleark Management LLC | 364,410 | $27,458 | 12/31/2023 |
EFA | 364,410 | $27,458 | 12/31/2023 |
Becker Capital Management Inc. | 362,852 | $27,341 | 12/31/2023 |
EFA | 362,852 | $27,341 | 12/31/2023 |
Tanglewood Wealth Management Inc. | 361,441 | $27,235 | 12/31/2023 |
EFA | 361,441 | $27,235 | 12/31/2023 |
Salomon & Ludwin LLC | 390,271 | $26,909 | 12/31/2023 |
EFA | 390,271 | $26,909 | 12/31/2023 |
Stephens Inc. AR | 354,464 | $26,709 | 12/31/2023 |
EFA | 354,464 | $26,709 | 12/31/2023 |
Minot Capital LP | 321,218 | $25,652 | 03/31/2024 |
EFA | 321,218 | $25,652 | 03/31/2024 |
D.A. Davidson & CO. | 339,934 | $25,614 | 12/31/2023 |
EFA | 339,934 | $25,614 | 12/31/2023 |
Thrivent Financial for Lutherans | 338,722 | $25,523 | 12/31/2023 |
EFA | 338,722 | $25,523 | 12/31/2023 |
iA Global Asset Management Inc. | 336,793 | $25,377 | 12/31/2023 |
EFA | 336,793 | $25,377 | 12/31/2023 |
Retirement Systems of Alabama | 335,666 | $25,292 | 12/31/2023 |
EFA | 335,666 | $25,292 | 12/31/2023 |
Capital Group Private Client Services Inc. | 335,385 | $25,271 | 12/31/2023 |
EFA | 335,385 | $25,271 | 12/31/2023 |
Orion Portfolio Solutions LLC | 333,475 | $24,997 | 12/31/2023 |
EFA | 333,475 | $24,997 | 12/31/2023 |
Parkside Advisors LLC | 307,456 | $24,553 | 03/31/2024 |
EFA | 307,456 | $24,553 | 03/31/2024 |
Raymond James Trust N.A. | 306,787 | $24,500 | 03/31/2024 |
EFA | 306,787 | $24,500 | 03/31/2024 |
Granite Bay Wealth Management LLC | 347,291 | $24,481 | 12/31/2023 |
EFA | 347,291 | $24,481 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 323,325 | $24,363 | 12/31/2023 |
EFA | 323,325 | $24,363 | 12/31/2023 |
Putnam FL Investment Management Co. | 322,416 | $24,294 | 12/31/2023 |
EFA | 322,416 | $24,294 | 12/31/2023 |
Personal Resources Investment & Strategic Management Inc. | 300,581 | $24,004 | 03/31/2024 |
EFA | 300,581 | $24,004 | 03/31/2024 |
First Commonwealth Financial Corp PA | 311,066 | $23,439 | 12/31/2023 |
EFA | 311,066 | $23,439 | 12/31/2023 |
Greenfield FTC Inc. | 290,428 | $23,194 | 03/31/2024 |
EFA | 290,428 | $23,194 | 03/31/2024 |
Brewster Financial Planning LLC | 288,747 | $23,059 | 03/31/2024 |
EFA | 288,747 | $23,059 | 03/31/2024 |
Healthcare of Ontario Pension Plan Trust Fund | 306,000 | $23,057 | 12/31/2023 |
EFA | 306,000 | $23,057 | 12/31/2023 |
Beacon Pointe Advisors LLC | 305,788 | $23,041 | 12/31/2023 |
EFA | 305,788 | $23,041 | 12/31/2023 |
Jasper Ridge Partners L.P. | 304,801 | $22,967 | 12/31/2023 |
EFA | 304,801 | $22,967 | 12/31/2023 |
Conning Inc. | 283,607 | $22,649 | 03/31/2024 |
EFA | 283,607 | $22,649 | 03/31/2024 |
Connable Office Inc. | 299,904 | $22,598 | 12/31/2023 |
EFA | 299,904 | $22,598 | 12/31/2023 |
Lincoln National Corp | 295,904 | $22,296 | 12/31/2023 |
EFA | 295,904 | $22,296 | 12/31/2023 |
Wellington Management Group LLP | 295,524 | $22,268 | 12/31/2023 |
EFA | 295,524 | $22,268 | 12/31/2023 |
MAI Capital Management | 289,667 | $21,826 | 12/31/2023 |
EFA | 289,667 | $21,826 | 12/31/2023 |
Miracle Mile Advisors LLC | 270,146 | $21,574 | 03/31/2024 |
EFA | 270,146 | $21,574 | 03/31/2024 |
Moneta Group Investment Advisors LLC | 283,939 | $21,395 | 12/31/2023 |
EFA | 283,939 | $21,395 | 12/31/2023 |
Ziegler Capital Management LLC | 282,692 | $21,301 | 12/31/2023 |
EFA | 282,692 | $21,301 | 12/31/2023 |
First Hawaiian Bank | 265,733 | $21,221 | 03/31/2024 |
EFA | 265,733 | $21,221 | 03/31/2024 |
Verger Capital Management LLC | 280,595 | $21,143 | 12/31/2023 |
EFA | 280,595 | $21,143 | 12/31/2023 |
Hantz Financial Services Inc. | 279,841 | $21,086 | 12/31/2023 |
EFA | 279,841 | $21,086 | 12/31/2023 |
Latigo Investments LLC | 278,590 | $20,992 | 12/31/2023 |
EFA | 278,590 | $20,992 | 12/31/2023 |
Ieq Capital LLC | 275,798 | $20,781 | 12/31/2023 |
EFA | 275,798 | $20,781 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 274,713 | $20,700 | 12/31/2023 |
EFA | 274,713 | $20,700 | 12/31/2023 |
Summit Trail Advisors LLC | 256,664 | $20,497 | 03/31/2024 |
EFA | 256,664 | $20,497 | 03/31/2024 |
RMB Capital Management LLC | 269,314 | $20,293 | 12/31/2023 |
EFA | 269,314 | $20,293 | 12/31/2023 |
Courier Capital LLC | 252,476 | $20,163 | 03/31/2024 |
EFA | 252,476 | $20,163 | 03/31/2024 |
Allen Investment Management LLC | 267,465 | $20,153 | 12/31/2023 |
EFA | 267,465 | $20,153 | 12/31/2023 |
Allianz Asset Management GmbH | 264,464 | $19,927 | 12/31/2023 |
EFA | 264,464 | $19,927 | 12/31/2023 |
Colton Groome Financial Advisors LLC | 241,067 | $19,252 | 03/31/2024 |
EFA | 241,067 | $19,252 | 03/31/2024 |
National Bank of Canada FI | 258,292 | $19,231 | 12/31/2023 |
EFA | 258,292 | $19,231 | 12/31/2023 |
Portland Global Advisors LLC | 249,590 | $18,807 | 12/31/2023 |
EFA | 249,590 | $18,807 | 12/31/2023 |
RVW Wealth LLC | 235,179 | $18,781 | 03/31/2024 |
EFA | 235,179 | $18,781 | 03/31/2024 |
Tandem Wealth Advisors LLC | 246,058 | $18,540 | 12/31/2023 |
EFA | 246,058 | $18,540 | 12/31/2023 |
Lake Street Advisors Group LLC | 243,645 | $18,359 | 12/31/2023 |
EFA | 243,645 | $18,359 | 12/31/2023 |
Regis Management CO LLC | 227,962 | $18,205 | 03/31/2024 |
EFA | 227,962 | $18,205 | 03/31/2024 |
Allie Family Office LLC | 240,648 | $18,133 | 12/31/2023 |
EFA | 240,648 | $18,133 | 12/31/2023 |
Prosperity Planning Inc. | 226,521 | $18,090 | 03/31/2024 |
EFA | 226,521 | $18,090 | 03/31/2024 |
The Manufacturers Life Insurance Company | 237,790 | $17,917 | 12/31/2023 |
EFA | 237,790 | $17,917 | 12/31/2023 |
Natixis Advisors L.P. | 223,775 | $17,871 | 03/31/2024 |
EFA | 223,775 | $17,871 | 03/31/2024 |
Brighton Jones LLC | 235,890 | $17,774 | 12/31/2023 |
EFA | 235,890 | $17,774 | 12/31/2023 |
Yeomans Consulting Group Inc. | 234,879 | $17,698 | 12/31/2023 |
EFA | 234,879 | $17,698 | 12/31/2023 |
Financial & Tax Architects LLC | 230,689 | $17,382 | 12/31/2023 |
EFA | 230,689 | $17,382 | 12/31/2023 |
NorthRock Partners LLC | 230,437 | $17,363 | 12/31/2023 |
EFA | 230,437 | $17,363 | 12/31/2023 |
Wolverine Trading LLC | $17,360 | 12/31/2023 | |
Put | 2,044,800 | $154,076 | 12/31/2023 |
Call | 1,693,300 | $127,590 | 12/31/2023 |
EFA | 581,895 | $43,846 | 12/31/2023 |
Cornerstone Management Inc. | 225,999 | $17,029 | 12/31/2023 |
EFA | 225,999 | $17,029 | 12/31/2023 |
Patton Fund Management Inc. | 223,319 | $16,827 | 12/31/2023 |
EFA | 223,319 | $16,827 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 219,706 | $16,555 | 12/31/2023 |
EFA | 219,706 | $16,555 | 12/31/2023 |
Belvedere Trading LLC | 217,653 | $16,400 | 12/31/2023 |
EFA | 217,653 | $16,400 | 12/31/2023 |
Callan Family Office LLC | 217,501 | $16,389 | 12/31/2023 |
EFA | 217,501 | $16,389 | 12/31/2023 |
Vestor Capital LLC | 216,176 | $16,289 | 12/31/2023 |
EFA | 216,176 | $16,289 | 12/31/2023 |
Quest Investment Management LLC | 215,893 | $16,268 | 12/31/2023 |
EFA | 215,893 | $16,268 | 12/31/2023 |
Equitable Holdings Inc. | 214,299 | $16,147 | 12/31/2023 |
EFA | 214,299 | $16,147 | 12/31/2023 |
Evercore Wealth Management LLC | 213,566 | $16,092 | 12/31/2023 |
EFA | 213,566 | $16,092 | 12/31/2023 |
Pittenger & Anderson Inc. | 212,996 | $16,049 | 12/31/2023 |
EFA | 212,996 | $16,049 | 12/31/2023 |
Kaydan Wealth Management Inc. | 200,814 | $16,037 | 03/31/2024 |
EFA | 200,814 | $16,037 | 03/31/2024 |
Boston Private Wealth LLC | 210,535 | $15,864 | 12/31/2023 |
EFA | 210,535 | $15,864 | 12/31/2023 |
Parallel Advisors LLC | 210,458 | $15,858 | 12/31/2023 |
EFA | 210,458 | $15,858 | 12/31/2023 |
Rogco LP | 210,248 | $15,842 | 12/31/2023 |
EFA | 210,248 | $15,842 | 12/31/2023 |
Corepath Wealth Partners LLC | 211,891 | $15,716 | 12/31/2023 |
EFA | 211,891 | $15,716 | 12/31/2023 |
Macquarie Group Ltd. | 207,819 | $15,659 | 12/31/2023 |
EFA | 207,819 | $15,659 | 12/31/2023 |
FFT Wealth Management LLC | 206,440 | $15,555 | 12/31/2023 |
EFA | 206,440 | $15,555 | 12/31/2023 |
Price T Rowe Associates Inc. MD | 201,924 | $15,216 | 12/31/2023 |
EFA | 201,924 | $15,216 | 12/31/2023 |
Venture Visionary Partners LLC | 201,875 | $15,211 | 12/31/2023 |
EFA | 201,875 | $15,211 | 12/31/2023 |
Aspect Partners LLC | 201,848 | $15,209 | 12/31/2023 |
EFA | 201,848 | $15,209 | 12/31/2023 |
Heartwood Wealth Advisors LLC | 190,240 | $15,193 | 03/31/2024 |
EFA | 190,240 | $15,193 | 03/31/2024 |
UMB Bank N A MO | 189,232 | $15,112 | 03/31/2024 |
EFA | 189,232 | $15,112 | 03/31/2024 |
Mechanics Financial Corp | 196,072 | $14,774 | 12/31/2023 |
EFA | 196,072 | $14,774 | 12/31/2023 |
TIAA Trust National Association | 194,122 | $14,627 | 12/31/2023 |
EFA | 194,122 | $14,627 | 12/31/2023 |
US Financial Advisors LLC | 194,112 | $14,626 | 12/31/2023 |
EFA | 194,112 | $14,626 | 12/31/2023 |
Taikang Asset Management Hong Kong Co Ltd | 192,711 | $14,521 | 12/31/2023 |
EFA | 192,711 | $14,521 | 12/31/2023 |
Atria Wealth Solutions Inc. | 191,860 | $14,457 | 12/31/2023 |
EFA | 191,860 | $14,457 | 12/31/2023 |
Avantax Advisory Services Inc. | 190,963 | $14,389 | 12/31/2023 |
EFA | 190,963 | $14,389 | 12/31/2023 |
SNS Financial Group LLC | 178,266 | $14,236 | 03/31/2024 |
EFA | 178,266 | $14,236 | 03/31/2024 |
Alera Investment Advisors LLC | 188,567 | $14,208 | 12/31/2023 |
EFA | 188,567 | $14,208 | 12/31/2023 |
Geneos Wealth Management Inc. | 187,922 | $14,160 | 12/31/2023 |
EFA | 187,922 | $14,160 | 12/31/2023 |
Central Bank & Trust Co. | 176,318 | $14,081 | 03/31/2024 |
EFA | 176,318 | $14,081 | 03/31/2024 |
LGL Partners LLC | 183,154 | $13,801 | 12/31/2023 |
EFA | 183,154 | $13,801 | 12/31/2023 |
MCF Advisors LLC | 172,791 | $13,799 | 03/31/2024 |
EFA | 172,791 | $13,799 | 03/31/2024 |
HB Wealth Management LLC | 183,068 | $13,794 | 12/31/2023 |
EFA | 183,068 | $13,794 | 12/31/2023 |
Neuberger Berman Group LLC | 182,691 | $13,766 | 12/31/2023 |
EFA | 182,691 | $13,766 | 12/31/2023 |
MetLife Investment Management LLC | 182,400 | $13,744 | 12/31/2023 |
EFA | 182,400 | $13,744 | 12/31/2023 |
Checchi Capital Advisers LLC | $13,678 | 03/31/2024 | |
EFA | 171,542 | $13,699 | 03/31/2024 |
Put | 269,000 | $21 | 03/31/2024 |
Oxford Financial Group Ltd. | 179,079 | $13,494 | 12/31/2023 |
EFA | 179,079 | $13,494 | 12/31/2023 |
Darwin Advisors LLC | 178,185 | $13,426 | 12/31/2023 |
EFA | 178,185 | $13,426 | 12/31/2023 |
Select Asset Management & Trust | 178,048 | $13,416 | 12/31/2023 |
EFA | 178,048 | $13,416 | 12/31/2023 |
One Capital Management LLC | 174,883 | $13,177 | 12/31/2023 |
EFA | 174,883 | $13,177 | 12/31/2023 |
Hills Bank & Trust Co | 174,622 | $13,158 | 12/31/2023 |
EFA | 174,622 | $13,158 | 12/31/2023 |
Litman Gregory Asset Management LLC | 174,620 | $13,158 | 12/31/2023 |
EFA | 174,620 | $13,158 | 12/31/2023 |
Heritage Wealth Advisors | 174,372 | $13,139 | 12/31/2023 |
EFA | 174,372 | $13,139 | 12/31/2023 |
StoneX Group Inc. | 173,718 | $13,089 | 12/31/2023 |
EFA | 173,718 | $13,089 | 12/31/2023 |
Financial Counselors Inc. | 172,574 | $13,003 | 12/31/2023 |
EFA | 172,574 | $13,003 | 12/31/2023 |
Unique Wealth LLC | 161,049 | $12,861 | 03/31/2024 |
EFA | 161,049 | $12,861 | 03/31/2024 |
Whittier Trust Co. | 170,533 | $12,850 | 12/31/2023 |
EFA | 170,533 | $12,850 | 12/31/2023 |
Oppenheimer Asset Management Inc. | 168,253 | $12,678 | 12/31/2023 |
EFA | 168,253 | $12,678 | 12/31/2023 |
Venturi Wealth Management LLC | 158,156 | $12,630 | 03/31/2024 |
EFA | 158,156 | $12,630 | 03/31/2024 |
Oppenheimer & Co. Inc. | 167,359 | $12,611 | 12/31/2023 |
EFA | 167,359 | $12,611 | 12/31/2023 |
Brown Brothers Harriman & Co. | 166,894 | $12,575 | 12/31/2023 |
EFA | 166,894 | $12,575 | 12/31/2023 |
Bartlett & Co. LLC | 166,366 | $12,522 | 12/31/2023 |
EFA | 166,366 | $12,522 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 166,366 | $12,522 | 12/31/2023 |
EFA | 166,366 | $12,522 | 12/31/2023 |
Amarillo National Bank | 156,729 | $12,516 | 03/31/2024 |
EFA | 156,729 | $12,516 | 03/31/2024 |
Shulman DeMeo Asset Management LLC | 156,043 | $12,462 | 03/31/2024 |
EFA | 156,043 | $12,462 | 03/31/2024 |
Verdence Capital Advisors LLC | 155,636 | $12,429 | 03/31/2024 |
EFA | 155,636 | $12,429 | 03/31/2024 |
Perella Weinberg Partners Capital Management LP | 164,201 | $12,373 | 12/31/2023 |
EFA | 164,201 | $12,373 | 12/31/2023 |
Cape ANN Savings Bank | 164,593 | $12,346 | 12/31/2023 |
EFA | 164,593 | $12,346 | 12/31/2023 |
Allworth Financial LP | 154,567 | $12,344 | 03/31/2024 |
EFA | 154,567 | $12,344 | 03/31/2024 |
Private Advisor Group LLC | 161,948 | $12,203 | 12/31/2023 |
EFA | 161,948 | $12,203 | 12/31/2023 |
Fiduciary Trust Co. | 161,214 | $12,147 | 12/31/2023 |
EFA | 161,214 | $12,147 | 12/31/2023 |
Spire Wealth Management | 152,086 | $12,146 | 03/31/2024 |
EFA | 152,086 | $12,146 | 03/31/2024 |
Flow Traders U.S. LLC | 160,502 | $12,094 | 12/31/2023 |
EFA | 160,502 | $12,094 | 12/31/2023 |
Steel Peak Wealth Management LLC | 151,388 | $12,090 | 03/31/2024 |
EFA | 151,388 | $12,090 | 03/31/2024 |
Fort Point Capital Partners LLC | $12,023 | 12/31/2023 | |
EFA | 198,167 | $14,932 | 12/31/2023 |
Put | 38,600 | $2,909 | 12/31/2023 |
Foster & Motley Inc. | 150,497 | $12,019 | 03/31/2024 |
EFA | 150,497 | $12,019 | 03/31/2024 |
Cetera Investment Advisers | 156,895 | $11,822 | 12/31/2023 |
EFA | 156,895 | $11,822 | 12/31/2023 |
Martin & Co. Inc. TN | 155,419 | $11,711 | 12/31/2023 |
EFA | 155,419 | $11,711 | 12/31/2023 |
EP Wealth Advisors LLC | 155,404 | $11,710 | 12/31/2023 |
EFA | 155,404 | $11,710 | 12/31/2023 |
Freestone Capital Holdings LLC | 154,957 | $11,676 | 12/31/2023 |
EFA | 154,957 | $11,676 | 12/31/2023 |
Strategies Wealth Advisors LLC | 145,843 | $11,647 | 03/31/2024 |
EFA | 145,843 | $11,647 | 03/31/2024 |
Federated Hermes Inc. | 154,500 | $11,642 | 12/31/2023 |
EFA | 154,500 | $11,642 | 12/31/2023 |
State Street Corp | 153,830 | $11,591 | 12/31/2023 |
EFA | 153,830 | $11,591 | 12/31/2023 |
Laird Norton Trust Company LLC | 153,027 | $11,531 | 12/31/2023 |
EFA | 153,027 | $11,531 | 12/31/2023 |
Dimension Capital Management LLC | 152,638 | $11,501 | 12/31/2023 |
EFA | 152,638 | $11,501 | 12/31/2023 |
Brickley Wealth Management | 142,242 | $11,359 | 03/31/2024 |
EFA | 142,242 | $11,359 | 03/31/2024 |
Quent Capital LLC | 150,201 | $11,318 | 12/31/2023 |
EFA | 150,201 | $11,318 | 12/31/2023 |
Warren Averett Asset Management LLC | 148,720 | $11,206 | 12/31/2023 |
EFA | 148,720 | $11,206 | 12/31/2023 |
Crestwood Advisors Group LLC | 147,852 | $11,141 | 12/31/2023 |
EFA | 147,852 | $11,141 | 12/31/2023 |
CAPROCK Group Inc. | 147,583 | $11,120 | 12/31/2023 |
EFA | 147,583 | $11,120 | 12/31/2023 |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 138,942 | $11,096 | 03/31/2024 |
EFA | 138,942 | $11,096 | 03/31/2024 |
ABLE Financial Group LLC | 146,996 | $11,076 | 12/31/2023 |
EFA | 146,996 | $11,076 | 12/31/2023 |
IFP Advisors Inc | 146,729 | $11,056 | 12/31/2023 |
EFA | 146,729 | $11,056 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 146,678 | $11,052 | 12/31/2023 |
EFA | 146,678 | $11,052 | 12/31/2023 |
WealthBridge Investment Counsel Inc. | 137,925 | $11,015 | 03/31/2024 |
EFA | 137,925 | $11,015 | 03/31/2024 |
United Asset Strategies Inc. | 137,836 | $11,008 | 03/31/2024 |
EFA | 137,836 | $11,008 | 03/31/2024 |
Idaho Trust Bank | 145,706 | $10,979 | 12/31/2023 |
EFA | 145,706 | $10,979 | 12/31/2023 |
Almanack Investment Partners LLC. | 145,653 | $10,975 | 12/31/2023 |
EFA | 145,653 | $10,975 | 12/31/2023 |
Waters Parkerson & CO. LLC | 145,367 | $10,953 | 12/31/2023 |
EFA | 145,367 | $10,953 | 12/31/2023 |
DRW Securities LLC | 145,364 | $10,953 | 12/31/2023 |
EFA | 145,364 | $10,953 | 12/31/2023 |
Noble Family Wealth LLC | 137,081 | $10,947 | 03/31/2024 |
EFA | 137,081 | $10,947 | 03/31/2024 |
Thornburg Investment Management Inc. | 144,218 | $10,862 | 12/31/2023 |
EFA | 144,218 | $10,862 | 12/31/2023 |
Wesbanco Bank Inc. | 135,433 | $10,816 | 03/31/2024 |
EFA | 135,433 | $10,816 | 03/31/2024 |
Precedent Wealth Partners LLC | 133,680 | $10,676 | 03/31/2024 |
EFA | 133,680 | $10,676 | 03/31/2024 |
Vanguard Group Inc. | 140,717 | $10,603 | 12/31/2023 |
EFA | 140,717 | $10,603 | 12/31/2023 |
Institutional & Family Asset Management LLC | 140,230 | $10,566 | 12/31/2023 |
EFA | 140,230 | $10,566 | 12/31/2023 |
Diversified Trust Co | 132,201 | $10,558 | 03/31/2024 |
EFA | 132,201 | $10,558 | 03/31/2024 |
DB Wealth Management Group LLC | 139,724 | $10,528 | 12/31/2023 |
EFA | 139,724 | $10,528 | 12/31/2023 |
Schroder Investment Management Group | 137,561 | $10,365 | 12/31/2023 |
EFA | 137,561 | $10,365 | 12/31/2023 |
Berkshire Money Management Inc. | 136,466 | $10,283 | 12/31/2023 |
EFA | 136,466 | $10,283 | 12/31/2023 |
United Community Bank | 136,323 | $10,272 | 12/31/2023 |
EFA | 136,323 | $10,272 | 12/31/2023 |
Avestar Capital LLC | 136,093 | $10,255 | 12/31/2023 |
EFA | 136,093 | $10,255 | 12/31/2023 |
Chesley Taft & Associates LLC | 127,621 | $10,192 | 03/31/2024 |
EFA | 127,621 | $10,192 | 03/31/2024 |
Crestone Asset Management LLC | 127,118 | $10,152 | 03/31/2024 |
EFA | 127,118 | $10,152 | 03/31/2024 |
Bessemer Group Inc. | 134,137 | $10,107 | 12/31/2023 |
EFA | 134,137 | $10,107 | 12/31/2023 |
Glovista Investments LLC | 133,017 | $10,032 | 12/31/2023 |
EFA | 133,017 | $10,032 | 12/31/2023 |
Pure Financial Advisors Inc. | 124,324 | $9,929 | 03/31/2024 |
EFA | 124,324 | $9,929 | 03/31/2024 |
WASHINGTON TRUST Co | 124,139 | $9,914 | 03/31/2024 |
EFA | 124,139 | $9,914 | 03/31/2024 |
Harvest Investment Advisors LLC | 131,576 | $9,914 | 12/31/2023 |
EFA | 131,576 | $9,914 | 12/31/2023 |
Commonwealth Financial Services LLC | 128,631 | $9,692 | 12/31/2023 |
EFA | 128,631 | $9,692 | 12/31/2023 |
Heritage Investors Management Corp | 128,615 | $9,691 | 12/31/2023 |
EFA | 128,615 | $9,691 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 128,251 | $9,664 | 12/31/2023 |
EFA | 128,251 | $9,664 | 12/31/2023 |
Calamos Advisors LLC | $9,635 | 12/31/2023 | |
Call | 139,800 | $9,635 | 12/31/2023 |
Arvest Investments Inc. | 120,533 | $9,626 | 03/31/2024 |
EFA | 120,533 | $9,626 | 03/31/2024 |
Corundum Group Inc. | 120,218 | $9,601 | 03/31/2024 |
EFA | 120,218 | $9,601 | 03/31/2024 |
Mycio Wealth Partners LLC | 126,287 | $9,516 | 12/31/2023 |
EFA | 126,287 | $9,516 | 12/31/2023 |
Aua Capital Management LLC | 118,407 | $9,456 | 03/31/2024 |
EFA | 118,407 | $9,456 | 03/31/2024 |
Monterey Private Wealth Inc. | 116,871 | $9,333 | 03/31/2024 |
EFA | 116,871 | $9,333 | 03/31/2024 |
TCTC Holdings LLC | 123,607 | $9,314 | 12/31/2023 |
EFA | 123,607 | $9,314 | 12/31/2023 |
Calamos Wealth Management LLC | 123,591 | $9,313 | 12/31/2023 |
EFA | 123,591 | $9,313 | 12/31/2023 |
Argent Trust Co | 123,502 | $9,306 | 12/31/2023 |
EFA | 123,502 | $9,306 | 12/31/2023 |
Clearstead Advisors LLC | 123,445 | $9,302 | 12/31/2023 |
EFA | 123,445 | $9,302 | 12/31/2023 |
GLOBALT Investments LLC GA | 122,677 | $9,244 | 12/31/2023 |
EFA | 122,677 | $9,244 | 12/31/2023 |
Belmont Capital LLC | 122,623 | $9,240 | 12/31/2023 |
EFA | 122,623 | $9,240 | 12/31/2023 |
First Financial Bank Trust Division | 115,604 | $9,232 | 03/31/2024 |
EFA | 115,604 | $9,232 | 03/31/2024 |
Heritage Wealth Management LLC | 115,506 | $9,224 | 03/31/2024 |
EFA | 115,506 | $9,224 | 03/31/2024 |
J.W. Cole Advisors Inc. | 121,261 | $9,137 | 12/31/2023 |
EFA | 121,261 | $9,137 | 12/31/2023 |
Lindbrook Capital LLC | 114,144 | $9,116 | 03/31/2024 |
EFA | 114,144 | $9,116 | 03/31/2024 |
Coastline Trust Co | 112,668 | $8,998 | 03/31/2024 |
EFA | 112,668 | $8,998 | 03/31/2024 |
D L Carlson Investment Group Inc. | 117,495 | $8,924 | 12/31/2023 |
EFA | 117,495 | $8,924 | 12/31/2023 |
Simmons Bank | 118,218 | $8,908 | 12/31/2023 |
EFA | 118,218 | $8,908 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 118,023 | $8,893 | 12/31/2023 |
EFA | 118,023 | $8,893 | 12/31/2023 |
AE Wealth Management LLC | 118,455 | $8,890 | 12/31/2023 |
EFA | 118,455 | $8,890 | 12/31/2023 |
Vantage Financial Partners Ltd. Inc. | 116,239 | $8,759 | 12/31/2023 |
EFA | 116,239 | $8,759 | 12/31/2023 |
Gray Private Wealth LLC | 109,186 | $8,720 | 03/31/2024 |
EFA | 109,186 | $8,720 | 03/31/2024 |
Canton Hathaway LLC | 115,649 | $8,714 | 12/31/2023 |
EFA | 115,649 | $8,714 | 12/31/2023 |
Yousif Capital Management LLC | 108,613 | $8,674 | 03/31/2024 |
EFA | 108,613 | $8,674 | 03/31/2024 |
West Coast Financial LLC | 108,425 | $8,659 | 03/31/2024 |
EFA | 108,425 | $8,659 | 03/31/2024 |
Hoge Financial Services LLC | 114,785 | $8,649 | 12/31/2023 |
EFA | 114,785 | $8,649 | 12/31/2023 |
BKD Wealth Advisors LLC | 108,155 | $8,637 | 03/31/2024 |
EFA | 108,155 | $8,637 | 03/31/2024 |
Nixon Peabody Trust Co. | 114,355 | $8,617 | 12/31/2023 |
EFA | 114,355 | $8,617 | 12/31/2023 |
Horizon Bancorp Inc. IN | 107,396 | $8,577 | 03/31/2024 |
EFA | 107,396 | $8,577 | 03/31/2024 |
Atria Investments LLC | 113,073 | $8,520 | 12/31/2023 |
EFA | 113,073 | $8,520 | 12/31/2023 |
Financial Enhancement Group LLC | 110,000 | $8,496 | 03/31/2024 |
EFA | 110,000 | $8,496 | 03/31/2024 |
First Citizens Financial Corp | 112,336 | $8,465 | 12/31/2023 |
EFA | 112,336 | $8,465 | 12/31/2023 |
Simplicity Wealth LLC | 104,796 | $8,369 | 03/31/2024 |
EFA | 104,796 | $8,369 | 03/31/2024 |
Summit Wealth & Retirement Planning Inc. | 110,159 | $8,300 | 12/31/2023 |
EFA | 110,159 | $8,300 | 12/31/2023 |
Ironwood Investment Management LLC | 109,324 | $8,238 | 12/31/2023 |
EFA | 109,324 | $8,238 | 12/31/2023 |
Orin Green Financial LLC | 109,264 | $8,233 | 12/31/2023 |
EFA | 109,264 | $8,233 | 12/31/2023 |
Johnson Financial Group Inc. | 108,608 | $8,184 | 12/31/2023 |
EFA | 108,608 | $8,184 | 12/31/2023 |
Oldfather Financial Services LLC | 102,089 | $8,153 | 03/31/2024 |
EFA | 102,089 | $8,153 | 03/31/2024 |
Grimes & Company Inc. | 101,873 | $8,136 | 03/31/2024 |
EFA | 101,873 | $8,136 | 03/31/2024 |
Coldstream Capital Management Inc. | 107,153 | $8,074 | 12/31/2023 |
EFA | 107,153 | $8,074 | 12/31/2023 |
Caas Capital Management LP | $7,986 | 03/31/2024 | |
Call | 100,000 | $7,986 | 03/31/2024 |
Okabena Investment Services Inc. | 105,806 | $7,972 | 12/31/2023 |
EFA | 105,806 | $7,972 | 12/31/2023 |
Blankinship & Foster LLC | 105,731 | $7,967 | 12/31/2023 |
EFA | 105,731 | $7,967 | 12/31/2023 |
Cibc World Markets Corp | 105,318 | $7,936 | 12/31/2023 |
EFA | 105,318 | $7,936 | 12/31/2023 |
Citizens Business Bank | 99,260 | $7,927 | 03/31/2024 |
EFA | 99,260 | $7,927 | 03/31/2024 |
St. Louis Trust Co | 105,107 | $7,920 | 12/31/2023 |
EFA | 105,107 | $7,920 | 12/31/2023 |
Hall Kathryn A. | 104,630 | $7,884 | 12/31/2023 |
EFA | 104,630 | $7,884 | 12/31/2023 |
Parkside Financial Bank & Trust | 104,544 | $7,877 | 12/31/2023 |
EFA | 104,544 | $7,877 | 12/31/2023 |
EQ LLC | 103,981 | $7,835 | 12/31/2023 |
EFA | 103,981 | $7,835 | 12/31/2023 |
Fulton Bank N.A. | 97,201 | $7,762 | 03/31/2024 |
EFA | 97,201 | $7,762 | 03/31/2024 |
Nepc LLC | 102,883 | $7,752 | 12/31/2023 |
EFA | 102,883 | $7,752 | 12/31/2023 |
DAGCO Inc. | 102,336 | $7,711 | 12/31/2023 |
EFA | 102,336 | $7,711 | 12/31/2023 |
Dynamic Wealth Strategies LLC | 102,336 | $7,711 | 12/31/2023 |
EFA | 102,336 | $7,711 | 12/31/2023 |
BOK Financial Private Wealth Inc. | 102,283 | $7,707 | 12/31/2023 |
EFA | 102,283 | $7,707 | 12/31/2023 |
Financial Advisors Network Inc. | 102,163 | $7,698 | 12/31/2023 |
EFA | 102,163 | $7,698 | 12/31/2023 |
Tolleson Wealth Management Inc. | 102,121 | $7,695 | 12/31/2023 |
EFA | 102,121 | $7,695 | 12/31/2023 |
Ironwood Financial llc | 96,331 | $7,693 | 03/31/2024 |
EFA | 96,331 | $7,693 | 03/31/2024 |
GWM Advisors LLC | 102,943 | $7,683 | 12/31/2023 |
EFA | 102,943 | $7,683 | 12/31/2023 |
Panagora Asset Management Inc. | 101,555 | $7,652 | 12/31/2023 |
EFA | 101,555 | $7,652 | 12/31/2023 |
Clearbridge Investments LLC | 101,501 | $7,648 | 12/31/2023 |
EFA | 101,501 | $7,648 | 12/31/2023 |
Wade G W & Inc. | 100,554 | $7,577 | 12/31/2023 |
EFA | 100,554 | $7,577 | 12/31/2023 |
Fluent Financial LLC | 94,679 | $7,561 | 03/31/2024 |
EFA | 94,679 | $7,561 | 03/31/2024 |
HAP Trading LLC | $7,556 | 12/31/2023 | |
EFA | 103,204 | $7,776 | 12/31/2023 |
Put | 277,000 | $228 | 12/31/2023 |
Call | 14,700 | $8 | 12/31/2023 |
LBJ Family Wealth Advisors Ltd. | 94,494 | $7,546 | 03/31/2024 |
EFA | 94,494 | $7,546 | 03/31/2024 |
Taylor Cottrill Erickson & Associates Inc. | 100,105 | $7,543 | 12/31/2023 |
EFA | 100,105 | $7,543 | 12/31/2023 |
Bricktown Capital LLC | 93,507 | $7,467 | 03/31/2024 |
EFA | 93,507 | $7,467 | 03/31/2024 |
Wooster Corthell Wealth Management Inc. | 98,787 | $7,444 | 12/31/2023 |
EFA | 98,787 | $7,444 | 12/31/2023 |
Sawtooth Solutions LLC | 98,454 | $7,419 | 12/31/2023 |
EFA | 98,454 | $7,419 | 12/31/2023 |
First National Trust Co | 92,765 | $7,408 | 03/31/2024 |
EFA | 92,765 | $7,408 | 03/31/2024 |
Powell Investment Advisors LLC | 92,346 | $7,375 | 03/31/2024 |
EFA | 92,346 | $7,375 | 03/31/2024 |
IMC Chicago LLC | 91,174 | $7,281 | 03/31/2024 |
EFA | 91,174 | $7,281 | 03/31/2024 |
Pine Valley Investments Ltd Liability Co | 95,205 | $7,174 | 12/31/2023 |
EFA | 95,205 | $7,174 | 12/31/2023 |
Perigon Wealth Management LLC | 95,131 | $7,168 | 12/31/2023 |
EFA | 95,131 | $7,168 | 12/31/2023 |
First Western Trust Bank | 94,915 | $7,152 | 12/31/2023 |
EFA | 94,915 | $7,152 | 12/31/2023 |
BSW Wealth Partners | 88,606 | $7,076 | 03/31/2024 |
EFA | 88,606 | $7,076 | 03/31/2024 |
SpiderRock Advisors LLC | $7,026 | 12/31/2023 | |
Call | 126,300 | $11,080 | 12/31/2023 |
Put | 60,000 | $4,054 | 12/31/2023 |
EverSource Wealth Advisors LLC | 92,647 | $6,981 | 12/31/2023 |
EFA | 92,647 | $6,981 | 12/31/2023 |
United Capital Financial Advisers LLC | 92,245 | $6,951 | 12/31/2023 |
EFA | 92,245 | $6,951 | 12/31/2023 |
Independence Bank of Kentucky | 86,718 | $6,925 | 03/31/2024 |
EFA | 86,718 | $6,925 | 03/31/2024 |
OLD Mission Capital LLC | 91,400 | $6,887 | 12/31/2023 |
EFA | 91,400 | $6,887 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 91,265 | $6,877 | 12/31/2023 |
EFA | 91,265 | $6,877 | 12/31/2023 |
Madden Advisory Services Inc. | 91,007 | $6,857 | 12/31/2023 |
EFA | 91,007 | $6,857 | 12/31/2023 |
Resolute Partners Group | 90,920 | $6,851 | 12/31/2023 |
EFA | 90,920 | $6,851 | 12/31/2023 |
Pitti Group Wealth Management LLC | 86,855 | $6,819 | 03/31/2024 |
EFA | 86,855 | $6,819 | 03/31/2024 |
Sage Financial Management Group Inc. | 89,665 | $6,756 | 12/31/2023 |
EFA | 89,665 | $6,756 | 12/31/2023 |
Bristlecone Advisors LLC | 84,471 | $6,746 | 03/31/2024 |
EFA | 84,471 | $6,746 | 03/31/2024 |
Tarbox Family Office Inc. | 83,410 | $6,661 | 03/31/2024 |
EFA | 83,410 | $6,661 | 03/31/2024 |
Cetera Advisors LLC | 87,047 | $6,559 | 12/31/2023 |
EFA | 87,047 | $6,559 | 12/31/2023 |
Buckingham Strategic Partners | 86,601 | $6,525 | 12/31/2023 |
EFA | 86,601 | $6,525 | 12/31/2023 |
Principal Financial Group Inc. | 86,451 | $6,514 | 12/31/2023 |
EFA | 86,451 | $6,514 | 12/31/2023 |
New York State Common Retirement Fund | 86,376 | $6,508 | 12/31/2023 |
EFA | 86,376 | $6,508 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 81,167 | $6,482 | 03/31/2024 |
EFA | 81,167 | $6,482 | 03/31/2024 |
Midwest Professional Planners LTD. | 85,184 | $6,419 | 12/31/2023 |
EFA | 85,184 | $6,419 | 12/31/2023 |
Ascension Capital Advisors Inc. | 84,658 | $6,379 | 12/31/2023 |
EFA | 84,658 | $6,379 | 12/31/2023 |
Summit Financial Group Inc. | 79,868 | $6,378 | 03/31/2024 |
EFA | 79,868 | $6,378 | 03/31/2024 |
Chicago Partners Investment Group LLC | 81,347 | $6,333 | 03/31/2024 |
EFA | 81,347 | $6,333 | 03/31/2024 |
Phillips Financial Management LLC | 79,081 | $6,315 | 03/31/2024 |
EFA | 79,081 | $6,315 | 03/31/2024 |
Lido Advisors LLC | 83,671 | $6,305 | 12/31/2023 |
EFA | 83,671 | $6,305 | 12/31/2023 |
Kestra Private Wealth Services LLC | 83,393 | $6,284 | 12/31/2023 |
EFA | 83,393 | $6,284 | 12/31/2023 |
NBT Bank N A NY | 78,058 | $6,234 | 03/31/2024 |
EFA | 78,058 | $6,234 | 03/31/2024 |
Pathway Financial Advisors LLC | 77,998 | $6,229 | 03/31/2024 |
EFA | 77,998 | $6,229 | 03/31/2024 |
ERn Financial LLC | 77,629 | $6,199 | 03/31/2024 |
EFA | 77,629 | $6,199 | 03/31/2024 |
4Thought Financial Group Inc. | 77,474 | $6,187 | 03/31/2024 |
EFA | 77,474 | $6,187 | 03/31/2024 |
Caerus Investment Advisors LLC | 76,737 | $6,128 | 03/31/2024 |
EFA | 76,737 | $6,128 | 03/31/2024 |
Murphy Middleton Hinkle & Parker Inc. | 76,587 | $6,116 | 03/31/2024 |
EFA | 76,587 | $6,116 | 03/31/2024 |
First Financial Bankshares Inc | 80,740 | $6,084 | 12/31/2023 |
EFA | 80,740 | $6,084 | 12/31/2023 |
Sykon Capital LLC | 80,615 | $6,074 | 12/31/2023 |
EFA | 80,615 | $6,074 | 12/31/2023 |
Aries Wealth Management | 80,384 | $6,057 | 12/31/2023 |
EFA | 80,384 | $6,057 | 12/31/2023 |
National Asset Management Inc. | 79,898 | $6,020 | 12/31/2023 |
EFA | 79,898 | $6,020 | 12/31/2023 |
Bleakley Financial Group LLC | 79,331 | $5,978 | 12/31/2023 |
EFA | 79,331 | $5,978 | 12/31/2023 |
Allen Mooney & Barnes Investment Advisors LLC | 75,787 | $5,950 | 03/31/2024 |
EFA | 75,787 | $5,950 | 03/31/2024 |
LCM Capital Management Inc | 78,869 | $5,943 | 12/31/2023 |
EFA | 78,869 | $5,943 | 12/31/2023 |
Great Valley Advisor Group Inc. | 78,421 | $5,909 | 12/31/2023 |
EFA | 78,421 | $5,909 | 12/31/2023 |
Harbor Investment Advisory LLC | 73,175 | $5,844 | 03/31/2024 |
EFA | 73,175 | $5,844 | 03/31/2024 |
Signature Securities Group Corporation | 73,100 | $5,838 | 03/31/2024 |
EFA | 73,100 | $5,838 | 03/31/2024 |
Little House Capital LLC | 73,000 | $5,830 | 03/31/2024 |
EFA | 73,000 | $5,830 | 03/31/2024 |
Boston Financial Mangement LLC | 77,361 | $5,829 | 12/31/2023 |
EFA | 77,361 | $5,829 | 12/31/2023 |
Webster Bank N. A. | 72,861 | $5,819 | 03/31/2024 |
EFA | 72,861 | $5,819 | 03/31/2024 |
STA Wealth Management LLC | 77,118 | $5,811 | 12/31/2023 |
EFA | 77,118 | $5,811 | 12/31/2023 |
Credit Agricole S A | 76,877 | $5,793 | 12/31/2023 |
EFA | 76,877 | $5,793 | 12/31/2023 |
Baron Financial Group LLC | 76,787 | $5,786 | 12/31/2023 |
EFA | 76,787 | $5,786 | 12/31/2023 |
Cardiff Park Advisors LLC | 76,758 | $5,784 | 12/31/2023 |
EFA | 76,758 | $5,784 | 12/31/2023 |
Birch Hill Investment Advisors LLC | 76,755 | $5,783 | 12/31/2023 |
EFA | 76,755 | $5,783 | 12/31/2023 |
Connecticut Wealth Management LLC | 76,613 | $5,773 | 12/31/2023 |
EFA | 76,613 | $5,773 | 12/31/2023 |
Grove Bank & Trust | 76,453 | $5,761 | 12/31/2023 |
EFA | 76,453 | $5,761 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 76,445 | $5,760 | 12/31/2023 |
EFA | 76,445 | $5,760 | 12/31/2023 |
BancorpSouth Bank | 76,336 | $5,752 | 12/31/2023 |
EFA | 76,336 | $5,752 | 12/31/2023 |
Arcataur Capital Management LLC | 71,978 | $5,748 | 03/31/2024 |
EFA | 71,978 | $5,748 | 03/31/2024 |
Rhumbline Advisers | 76,068 | $5,732 | 12/31/2023 |
EFA | 76,068 | $5,732 | 12/31/2023 |
Edge Capital Group LLC | 76,009 | $5,727 | 12/31/2023 |
EFA | 76,009 | $5,727 | 12/31/2023 |
Sandy Spring Bank | 75,824 | $5,713 | 12/31/2023 |
EFA | 75,824 | $5,713 | 12/31/2023 |
Ramsay Stattman Vela & Price Inc. | 74,721 | $5,630 | 12/31/2023 |
EFA | 74,721 | $5,630 | 12/31/2023 |
Chesapeake Wealth Management | 74,569 | $5,619 | 12/31/2023 |
EFA | 74,569 | $5,619 | 12/31/2023 |
1832 Asset Management L.P. | 74,444 | $5,609 | 12/31/2023 |
EFA | 74,444 | $5,609 | 12/31/2023 |
Simplex Trading LLC | 70,145 | $5,601 | 03/31/2024 |
EFA | 70,145 | $5,601 | 03/31/2024 |
American National Bank & Trust Co. VA | 69,976 | $5,588 | 03/31/2024 |
EFA | 69,976 | $5,588 | 03/31/2024 |
Snowden Capital Advisors LLC | 74,113 | $5,584 | 12/31/2023 |
EFA | 74,113 | $5,584 | 12/31/2023 |
Inspire Trust Co. N.A. | 74,105 | $5,584 | 12/31/2023 |
EFA | 74,105 | $5,584 | 12/31/2023 |
McKinley Carter Wealth Services Inc. | 69,296 | $5,534 | 03/31/2024 |
EFA | 69,296 | $5,534 | 03/31/2024 |
Aaron Wealth Advisors | 69,274 | $5,532 | 03/31/2024 |
EFA | 69,274 | $5,532 | 03/31/2024 |
Peapack Gladstone Financial Corp | 73,312 | $5,524 | 12/31/2023 |
EFA | 73,312 | $5,524 | 12/31/2023 |
Sepio Capital LP | 73,171 | $5,513 | 12/31/2023 |
EFA | 73,171 | $5,513 | 12/31/2023 |
Krilogy Financial LLC | 68,554 | $5,475 | 03/31/2024 |
EFA | 68,554 | $5,475 | 03/31/2024 |
Atomi Financial Group Inc. | 72,627 | $5,472 | 12/31/2023 |
EFA | 72,627 | $5,472 | 12/31/2023 |
Sei Investments Co. | 72,564 | $5,468 | 12/31/2023 |
EFA | 72,564 | $5,468 | 12/31/2023 |
Arbor Trust Wealth Advisors LLC | 69,483 | $5,440 | 03/31/2024 |
EFA | 69,483 | $5,440 | 03/31/2024 |
Angeles Investment Advisors LLC | 71,940 | $5,421 | 12/31/2023 |
EFA | 71,940 | $5,421 | 12/31/2023 |
Smith Salley & Associates | 71,706 | $5,403 | 12/31/2023 |
EFA | 71,706 | $5,403 | 12/31/2023 |
TAP Consulting LLC | 67,381 | $5,381 | 03/31/2024 |
EFA | 67,381 | $5,381 | 03/31/2024 |
Larson Financial Group LLC | 71,101 | $5,357 | 12/31/2023 |
EFA | 71,101 | $5,357 | 12/31/2023 |
Adviser Investments LLC | 70,815 | $5,336 | 12/31/2023 |
EFA | 70,815 | $5,336 | 12/31/2023 |
Fi3 FINANCIAL ADVISORS LLC | 70,382 | $5,303 | 12/31/2023 |
EFA | 70,382 | $5,303 | 12/31/2023 |
OLD National Bancorp IN | 66,065 | $5,276 | 03/31/2024 |
EFA | 66,065 | $5,276 | 03/31/2024 |
Gould Asset Management LLC CA | 69,385 | $5,228 | 12/31/2023 |
EFA | 69,385 | $5,228 | 12/31/2023 |
Titleist Asset Management LLC | 69,136 | $5,209 | 12/31/2023 |
EFA | 69,136 | $5,209 | 12/31/2023 |
Delta Financial Advisors LLC | 68,994 | $5,199 | 12/31/2023 |
EFA | 68,994 | $5,199 | 12/31/2023 |
Moller Financial Services | 65,005 | $5,191 | 03/31/2024 |
EFA | 65,005 | $5,191 | 03/31/2024 |
Flower City Capital | 64,718 | $5,168 | 03/31/2024 |
EFA | 64,718 | $5,168 | 03/31/2024 |
Bray Capital Advisors | 68,373 | $5,152 | 12/31/2023 |
EFA | 68,373 | $5,152 | 12/31/2023 |
RFG Advisory LLC | 64,356 | $5,140 | 03/31/2024 |
EFA | 64,356 | $5,140 | 03/31/2024 |
New Republic Capital LLC | 68,066 | $5,129 | 12/31/2023 |
EFA | 68,066 | $5,129 | 12/31/2023 |
MY Wealth Management Inc. | 67,801 | $5,109 | 12/31/2023 |
EFA | 67,801 | $5,109 | 12/31/2023 |
Watershed Private Wealth LLC | 67,743 | $5,104 | 12/31/2023 |
EFA | 67,743 | $5,104 | 12/31/2023 |
Choate Investment Advisors | 67,448 | $5,082 | 12/31/2023 |
EFA | 67,448 | $5,082 | 12/31/2023 |
Nicolet Bankshares Inc. | 67,287 | $5,070 | 12/31/2023 |
EFA | 67,287 | $5,070 | 12/31/2023 |
Connors Investor Services Inc. | 66,912 | $5,042 | 12/31/2023 |
EFA | 66,912 | $5,042 | 12/31/2023 |
Paragon Capital Management Ltd | 62,716 | $5,009 | 03/31/2024 |
EFA | 62,716 | $5,009 | 03/31/2024 |
Acadian Asset Management LLC | 66,297 | $4,993 | 12/31/2023 |
EFA | 66,297 | $4,993 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 62,488 | $4,990 | 03/31/2024 |
EFA | 62,488 | $4,990 | 03/31/2024 |
Summit Financial Strategies Inc. | 66,098 | $4,980 | 12/31/2023 |
EFA | 66,098 | $4,980 | 12/31/2023 |
Mill Creek Capital Advisors LLC | 65,631 | $4,945 | 12/31/2023 |
EFA | 65,631 | $4,945 | 12/31/2023 |
Full Sail Capital LLC | 65,545 | $4,939 | 12/31/2023 |
EFA | 65,545 | $4,939 | 12/31/2023 |
Integrated Advisors Network LLC | 65,448 | $4,932 | 12/31/2023 |
EFA | 65,448 | $4,932 | 12/31/2023 |
First Citizens Bank & Trust Co. | 61,677 | $4,926 | 03/31/2024 |
EFA | 61,677 | $4,926 | 03/31/2024 |
Spotlight Asset Group Inc. | 71,083 | $4,899 | 12/31/2023 |
EFA | 71,083 | $4,899 | 12/31/2023 |
Granby Capital Management LLC | 65,000 | $4,898 | 12/31/2023 |
EFA | 65,000 | $4,898 | 12/31/2023 |
Efficient Advisors LLC | 64,981 | $4,896 | 12/31/2023 |
EFA | 64,981 | $4,896 | 12/31/2023 |
RMR Wealth Builders | 61,085 | $4,878 | 03/31/2024 |
EFA | 61,085 | $4,878 | 03/31/2024 |
Lodestar Private Asset Management LLC | 60,975 | $4,870 | 03/31/2024 |
EFA | 60,975 | $4,870 | 03/31/2024 |
Family Firm Inc. | 64,273 | $4,843 | 12/31/2023 |
EFA | 64,273 | $4,843 | 12/31/2023 |
Crewe Advisors LLC | 64,027 | $4,824 | 12/31/2023 |
EFA | 64,027 | $4,824 | 12/31/2023 |
Schneider Downs Wealth Management Advisors LP | 63,938 | $4,818 | 12/31/2023 |
EFA | 63,938 | $4,818 | 12/31/2023 |
HRT Financial LP | 63,745 | $4,803 | 12/31/2023 |
EFA | 63,745 | $4,803 | 12/31/2023 |
Shorepoint Capital Partners LLC | 63,180 | $4,761 | 12/31/2023 |
EFA | 63,180 | $4,761 | 12/31/2023 |
Level Four Advisory Services LLC | 63,056 | $4,751 | 12/31/2023 |
EFA | 63,056 | $4,751 | 12/31/2023 |
NewSquare Capital LLC | 63,033 | $4,750 | 12/31/2023 |
EFA | 63,033 | $4,750 | 12/31/2023 |
Kayne Anderson Rudnick Investment Management LLC | 62,666 | $4,723 | 12/31/2023 |
EFA | 62,666 | $4,723 | 12/31/2023 |
City Holding Co. | 58,959 | $4,708 | 03/31/2024 |
EFA | 58,959 | $4,708 | 03/31/2024 |
Van Leeuwen & Company LLC | 62,155 | $4,683 | 12/31/2023 |
EFA | 62,155 | $4,683 | 12/31/2023 |
Belpointe Asset Management LLC | 62,127 | $4,681 | 12/31/2023 |
EFA | 62,127 | $4,681 | 12/31/2023 |
Pinnacle Bank | 58,502 | $4,672 | 03/31/2024 |
EFA | 58,502 | $4,672 | 03/31/2024 |
All Terrain Financial Advisors LLC | 61,862 | $4,661 | 12/31/2023 |
EFA | 61,862 | $4,661 | 12/31/2023 |
First Foundation Advisors | 61,620 | $4,643 | 12/31/2023 |
EFA | 61,620 | $4,643 | 12/31/2023 |
Mission Wealth Management LP | 61,584 | $4,640 | 12/31/2023 |
EFA | 61,584 | $4,640 | 12/31/2023 |
Executive Wealth Group LLC | 59,745 | $4,623 | 03/31/2024 |
EFA | 59,745 | $4,623 | 03/31/2024 |
Cooperman Leon G | 60,937 | $4,592 | 12/31/2023 |
EFA | 60,937 | $4,592 | 12/31/2023 |
Graves Light Private Wealth Management Inc. | 60,538 | $4,562 | 12/31/2023 |
EFA | 60,538 | $4,562 | 12/31/2023 |
Blueprint Investment Partners LLC | 60,489 | $4,558 | 12/31/2023 |
EFA | 60,489 | $4,558 | 12/31/2023 |
Apollon Wealth Management LLC | 60,460 | $4,556 | 12/31/2023 |
EFA | 60,460 | $4,556 | 12/31/2023 |
IHT Wealth Management LLC | 60,017 | $4,522 | 12/31/2023 |
EFA | 60,017 | $4,522 | 12/31/2023 |
Park Avenue Securities LLC | 56,521 | $4,514 | 03/31/2024 |
EFA | 56,521 | $4,514 | 03/31/2024 |
Centiva Capital LP | $4,483 | 12/31/2023 | |
Call | 81,200 | $6,118 | 12/31/2023 |
Put | 21,700 | $1,635 | 12/31/2023 |
New England Private Wealth Advisors LLC | 58,713 | $4,424 | 12/31/2023 |
EFA | 58,713 | $4,424 | 12/31/2023 |
Chevy Chase Trust Holdings Inc. | 58,281 | $4,391 | 12/31/2023 |
EFA | 58,281 | $4,391 | 12/31/2023 |
Lmcg Investments LLC | 57,987 | $4,369 | 12/31/2023 |
EFA | 57,987 | $4,369 | 12/31/2023 |
Family Asset Management LLC | 57,928 | $4,365 | 12/31/2023 |
EFA | 57,928 | $4,365 | 12/31/2023 |
Harbour Trust & Investment Management Co | 54,345 | $4,340 | 03/31/2024 |
EFA | 54,345 | $4,340 | 03/31/2024 |
Smith & Howard Wealth Management LLC | 53,812 | $4,297 | 03/31/2024 |
EFA | 53,812 | $4,297 | 03/31/2024 |
Providence First Trust Co | 56,854 | $4,284 | 12/31/2023 |
EFA | 56,854 | $4,284 | 12/31/2023 |
Arcadia Investment Management Corp MI | 53,604 | $4,281 | 03/31/2024 |
EFA | 53,604 | $4,281 | 03/31/2024 |
Santori & Peters Inc. | 53,144 | $4,244 | 03/31/2024 |
EFA | 53,144 | $4,244 | 03/31/2024 |
AGF Management Ltd. | 56,190 | $4,234 | 12/31/2023 |
EFA | 56,190 | $4,234 | 12/31/2023 |
Crescent Grove Advisors LLC | 56,179 | $4,233 | 12/31/2023 |
EFA | 56,179 | $4,233 | 12/31/2023 |
Hilltop Holdings Inc. | 56,169 | $4,232 | 12/31/2023 |
EFA | 56,169 | $4,232 | 12/31/2023 |
Brio Consultants LLC | 56,012 | $4,221 | 12/31/2023 |
EFA | 56,012 | $4,221 | 12/31/2023 |
Sigma Investment Counselors Inc. | 52,449 | $4,189 | 03/31/2024 |
EFA | 52,449 | $4,189 | 03/31/2024 |
Fragasso Group Inc. | 52,266 | $4,174 | 03/31/2024 |
EFA | 52,266 | $4,174 | 03/31/2024 |
Atlantic Edge Private Wealth Management LLC | 55,322 | $4,169 | 12/31/2023 |
EFA | 55,322 | $4,169 | 12/31/2023 |
Pinnacle Wealth Planning Services Inc. | 55,129 | $4,154 | 12/31/2023 |
EFA | 55,129 | $4,154 | 12/31/2023 |
Capital Advisors Ltd. LLC | 51,917 | $4,146 | 03/31/2024 |
EFA | 51,917 | $4,146 | 03/31/2024 |
Cim Investment Mangement Inc. | 54,870 | $4,134 | 12/31/2023 |
EFA | 54,870 | $4,134 | 12/31/2023 |
Bradley Foster & Sargent Inc. CT | 54,052 | $4,073 | 12/31/2023 |
EFA | 54,052 | $4,073 | 12/31/2023 |
Guggenheim Capital LLC | 53,872 | $4,059 | 12/31/2023 |
EFA | 53,872 | $4,059 | 12/31/2023 |
Maven Securities LTD | 53,816 | $4,055 | 12/31/2023 |
EFA | 53,816 | $4,055 | 12/31/2023 |
Mount Yale Investment Advisors LLC | 53,316 | $4,017 | 12/31/2023 |
EFA | 53,316 | $4,017 | 12/31/2023 |
JFS Wealth Advisors LLC | 53,204 | $4,009 | 12/31/2023 |
EFA | 53,204 | $4,009 | 12/31/2023 |
Prospera Financial Services Inc | 53,028 | $3,996 | 12/31/2023 |
EFA | 53,028 | $3,996 | 12/31/2023 |
ASB Consultores LLC | 52,820 | $3,980 | 12/31/2023 |
EFA | 52,820 | $3,980 | 12/31/2023 |
Richard W. Paul & Associates LLC | 52,773 | $3,976 | 12/31/2023 |
EFA | 52,773 | $3,976 | 12/31/2023 |
Northern Oak Wealth Management Inc. | 52,554 | $3,960 | 12/31/2023 |
EFA | 52,554 | $3,960 | 12/31/2023 |
EWG Elevate Inc. | 49,247 | $3,933 | 03/31/2024 |
EFA | 49,247 | $3,933 | 03/31/2024 |
Csenge Advisory Group | 52,168 | $3,931 | 12/31/2023 |
EFA | 52,168 | $3,931 | 12/31/2023 |
Investment Partners LTD. | 49,149 | $3,925 | 03/31/2024 |
EFA | 49,149 | $3,925 | 03/31/2024 |
Gemmer Asset Management LLC | 49,035 | $3,916 | 03/31/2024 |
EFA | 49,035 | $3,916 | 03/31/2024 |
Wetherby Asset Management Inc. | 51,584 | $3,887 | 12/31/2023 |
EFA | 51,584 | $3,887 | 12/31/2023 |
Hamilton Wealth LLC | 51,069 | $3,848 | 12/31/2023 |
EFA | 51,069 | $3,848 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 48,127 | $3,843 | 03/31/2024 |
EFA | 48,127 | $3,843 | 03/31/2024 |
Carolinas Wealth Consulting LLC | 50,503 | $3,805 | 12/31/2023 |
EFA | 50,503 | $3,805 | 12/31/2023 |
McAdam LLC | 47,596 | $3,801 | 03/31/2024 |
EFA | 47,596 | $3,801 | 03/31/2024 |
Rain Capital Management LLC | 50,424 | $3,799 | 12/31/2023 |
EFA | 50,424 | $3,799 | 12/31/2023 |
American International Group Inc. | 50,300 | $3,790 | 12/31/2023 |
EFA | 50,300 | $3,790 | 12/31/2023 |
Leverty Financial Group LLC | 47,392 | $3,785 | 03/31/2024 |
EFA | 47,392 | $3,785 | 03/31/2024 |
Change Path LLC | 50,001 | $3,768 | 12/31/2023 |
EFA | 50,001 | $3,768 | 12/31/2023 |
Aveo Capital Partners LLC | 49,851 | $3,756 | 12/31/2023 |
EFA | 49,851 | $3,756 | 12/31/2023 |
State of Tennessee Treasury Department | 49,824 | $3,754 | 12/31/2023 |
EFA | 49,824 | $3,754 | 12/31/2023 |
First Interstate Bank | 49,751 | $3,749 | 12/31/2023 |
EFA | 49,751 | $3,749 | 12/31/2023 |
Gryphon Financial Partners LLC | 48,955 | $3,749 | 12/31/2023 |
EFA | 48,955 | $3,749 | 12/31/2023 |
Acropolis Investment Management LLC | 46,543 | $3,717 | 03/31/2024 |
EFA | 46,543 | $3,717 | 03/31/2024 |
Hengehold Capital Management LLC | 46,337 | $3,700 | 03/31/2024 |
EFA | 46,337 | $3,700 | 03/31/2024 |
Telemus Capital LLC | 48,959 | $3,689 | 12/31/2023 |
EFA | 48,959 | $3,689 | 12/31/2023 |
Solstein Capital LLC | 45,649 | $3,646 | 03/31/2024 |
EFA | 45,649 | $3,646 | 03/31/2024 |
Farmers & Merchants Investments Inc. | 45,515 | $3,635 | 03/31/2024 |
EFA | 45,515 | $3,635 | 03/31/2024 |
Aspiriant LLC | 45,507 | $3,634 | 03/31/2024 |
EFA | 45,507 | $3,634 | 03/31/2024 |
Dumont & Blake Investment Advisors LLC | 45,492 | $3,633 | 03/31/2024 |
EFA | 45,492 | $3,633 | 03/31/2024 |
CWM LLC | 45,327 | $3,620 | 03/31/2024 |
EFA | 45,327 | $3,620 | 03/31/2024 |
Asset Planning Corporation | 47,784 | $3,601 | 12/31/2023 |
EFA | 47,784 | $3,601 | 12/31/2023 |
Alesco Advisors LLC | 47,562 | $3,584 | 12/31/2023 |
EFA | 47,562 | $3,584 | 12/31/2023 |
Scotia Capital Inc. | 47,517 | $3,580 | 12/31/2023 |
EFA | 47,517 | $3,580 | 12/31/2023 |
Alamar Capital Management LLC | 47,337 | $3,567 | 12/31/2023 |
EFA | 47,337 | $3,567 | 12/31/2023 |
Pinnacle Associates Ltd. | 44,654 | $3,566 | 03/31/2024 |
EFA | 44,654 | $3,566 | 03/31/2024 |
PFW Advisors LLC | 44,353 | $3,542 | 03/31/2024 |
EFA | 44,353 | $3,542 | 03/31/2024 |
Eagle Global Advisors LLC | 46,845 | $3,530 | 12/31/2023 |
EFA | 46,845 | $3,530 | 12/31/2023 |
Waddell & Associates LLC | 46,598 | $3,511 | 12/31/2023 |
EFA | 46,598 | $3,511 | 12/31/2023 |
Integrated Wealth Concepts LLC | 46,570 | $3,509 | 12/31/2023 |
EFA | 46,570 | $3,509 | 12/31/2023 |
JMG Financial Group Ltd. | 46,329 | $3,491 | 12/31/2023 |
EFA | 46,329 | $3,491 | 12/31/2023 |
Staley Capital Advisers Inc. | 46,000 | $3,466 | 12/31/2023 |
EFA | 46,000 | $3,466 | 12/31/2023 |
Wealth Advisory Solutions LLC | 43,320 | $3,460 | 03/31/2024 |
EFA | 43,320 | $3,460 | 03/31/2024 |
Bridgewater Advisors Inc. | 45,823 | $3,453 | 12/31/2023 |
EFA | 45,823 | $3,453 | 12/31/2023 |
Sterling Investment Advisors LLC ADV | 43,122 | $3,444 | 03/31/2024 |
EFA | 43,122 | $3,444 | 03/31/2024 |
Nvwm LLC | 45,676 | $3,442 | 12/31/2023 |
EFA | 45,676 | $3,442 | 12/31/2023 |
Rinkey Investments | 45,478 | $3,427 | 12/31/2023 |
EFA | 45,478 | $3,427 | 12/31/2023 |
Parisi Gray Wealth Management | 42,676 | $3,408 | 03/31/2024 |
EFA | 42,676 | $3,408 | 03/31/2024 |
Asset Management Group Inc. | 45,170 | $3,404 | 12/31/2023 |
EFA | 45,170 | $3,404 | 12/31/2023 |
Annapolis Financial Services LLC | 42,591 | $3,401 | 03/31/2024 |
EFA | 42,591 | $3,401 | 03/31/2024 |
Palisade Asset Management LLC | 45,120 | $3,400 | 12/31/2023 |
EFA | 45,120 | $3,400 | 12/31/2023 |
Jump Financial LLC | 44,641 | $3,364 | 12/31/2023 |
EFA | 44,641 | $3,364 | 12/31/2023 |
NTV Asset Management LLC | 44,573 | $3,359 | 12/31/2023 |
EFA | 44,573 | $3,359 | 12/31/2023 |
McLean Asset Management Corp | 42,190 | $3,348 | 03/31/2024 |
EFA | 42,190 | $3,348 | 03/31/2024 |
Retirement Income Solutions Inc | 44,307 | $3,339 | 12/31/2023 |
EFA | 44,307 | $3,339 | 12/31/2023 |
BCJ Capital Management LLC | 44,293 | $3,337 | 12/31/2023 |
EFA | 44,293 | $3,337 | 12/31/2023 |
Benchmark Investment Advisors LLC | 44,293 | $3,337 | 12/31/2023 |
EFA | 44,293 | $3,337 | 12/31/2023 |
Thompson Siegel & Walmsley LLC | 44,253 | $3,334 | 12/31/2023 |
EFA | 44,253 | $3,334 | 12/31/2023 |
Mosaic Family Wealth Partners LLC | 44,245 | $3,334 | 12/31/2023 |
EFA | 44,245 | $3,334 | 12/31/2023 |
QRG Capital Management Inc. | 44,051 | $3,319 | 12/31/2023 |
EFA | 44,051 | $3,319 | 12/31/2023 |
Qube Research & Technologies Ltd | 43,705 | $3,293 | 12/31/2023 |
EFA | 43,705 | $3,293 | 12/31/2023 |
Concentric Wealth Management LLC | 43,222 | $3,257 | 12/31/2023 |
EFA | 43,222 | $3,257 | 12/31/2023 |
Meridian Wealth Management LLC | 40,732 | $3,253 | 03/31/2024 |
EFA | 40,732 | $3,253 | 03/31/2024 |
Sage Mountain Advisors LLC | 39,775 | $3,176 | 03/31/2024 |
EFA | 39,775 | $3,176 | 03/31/2024 |
XML Financial LLC | 42,107 | $3,173 | 12/31/2023 |
EFA | 42,107 | $3,173 | 12/31/2023 |
SlateStone Wealth LLC | 39,611 | $3,163 | 03/31/2024 |
EFA | 39,611 | $3,163 | 03/31/2024 |
Warwick Investment Management Inc. | 41,874 | $3,155 | 12/31/2023 |
EFA | 41,874 | $3,155 | 12/31/2023 |
Endowment Wealth Management Inc. | 41,838 | $3,153 | 12/31/2023 |
EFA | 41,838 | $3,153 | 12/31/2023 |
Maryland State Retirement & Pension System | 41,464 | $3,151 | 03/31/2024 |
EFA | 41,464 | $3,151 | 03/31/2024 |
Beutel Goodman & Co Ltd. | 41,346 | $3,114 | 12/31/2023 |
EFA | 41,346 | $3,114 | 12/31/2023 |
Sheets Smith Wealth Management | 41,200 | $3,104 | 12/31/2023 |
EFA | 41,200 | $3,104 | 12/31/2023 |
Clarus Wealth Advisors | 39,606 | $3,101 | 03/31/2024 |
EFA | 39,606 | $3,101 | 03/31/2024 |
Morton Brown Family Wealth LLC | 38,510 | $3,075 | 03/31/2024 |
EFA | 38,510 | $3,075 | 03/31/2024 |
Lionsbridge Wealth Management LLC | 40,729 | $3,069 | 12/31/2023 |
EFA | 40,729 | $3,069 | 12/31/2023 |
Legacy Capital Group California Inc. | 40,642 | $3,062 | 12/31/2023 |
EFA | 40,642 | $3,062 | 12/31/2023 |
Sun Life Financial INC | 40,612 | $3,060 | 12/31/2023 |
EFA | 40,612 | $3,060 | 12/31/2023 |
Texas Capital Bank Wealth Management Services Inc. | 40,454 | $3,048 | 12/31/2023 |
EFA | 40,454 | $3,048 | 12/31/2023 |
American Financial Advisors LLC | 38,148 | $3,047 | 03/31/2024 |
EFA | 38,148 | $3,047 | 03/31/2024 |
HBK Sorce Advisory LLC | 40,234 | $3,032 | 12/31/2023 |
EFA | 40,234 | $3,032 | 12/31/2023 |
Woodstock Corp | 37,947 | $3,030 | 03/31/2024 |
EFA | 37,947 | $3,030 | 03/31/2024 |
Grant Street Asset Management Inc. | 40,108 | $3,022 | 12/31/2023 |
EFA | 40,108 | $3,022 | 12/31/2023 |
Defined Wealth Management LLC | 37,733 | $3,013 | 03/31/2024 |
EFA | 37,733 | $3,013 | 03/31/2024 |
Advisory Services Network LLC | 39,717 | $2,993 | 12/31/2023 |
EFA | 39,717 | $2,993 | 12/31/2023 |
Kingsview Wealth Management LLC | 39,610 | $2,985 | 12/31/2023 |
EFA | 39,610 | $2,985 | 12/31/2023 |
Fifth Third Wealth Advisors LLC | 37,319 | $2,980 | 03/31/2024 |
EFA | 37,319 | $2,980 | 03/31/2024 |
LTG Capital LLC | 39,498 | $2,976 | 12/31/2023 |
EFA | 39,498 | $2,976 | 12/31/2023 |
Banco Bilbao Vizcaya Argentaria S.A. | 39,305 | $2,960 | 12/31/2023 |
EFA | 39,305 | $2,960 | 12/31/2023 |
Etesian Wealth Advisors Inc. | 36,856 | $2,943 | 03/31/2024 |
EFA | 36,856 | $2,943 | 03/31/2024 |
Relative Value Partners Group LLC | 38,998 | $2,938 | 12/31/2023 |
EFA | 38,998 | $2,938 | 12/31/2023 |
Lyell Wealth Management LP | 38,841 | $2,927 | 12/31/2023 |
EFA | 38,841 | $2,927 | 12/31/2023 |
Urban Financial Advisory Corp | 38,847 | $2,927 | 12/31/2023 |
EFA | 38,847 | $2,927 | 12/31/2023 |
Pettinga Financial Advisors LLC | 36,639 | $2,926 | 03/31/2024 |
EFA | 36,639 | $2,926 | 03/31/2024 |
Ashford Advisors LLC | 36,534 | $2,918 | 03/31/2024 |
EFA | 36,534 | $2,918 | 03/31/2024 |
Nwam LLC | 38,607 | $2,909 | 12/31/2023 |
EFA | 38,607 | $2,909 | 12/31/2023 |
InTrack Investment Management Inc | 36,327 | $2,901 | 03/31/2024 |
EFA | 36,327 | $2,901 | 03/31/2024 |
Curbstone Financial Management Corp | 36,311 | $2,900 | 03/31/2024 |
EFA | 36,311 | $2,900 | 03/31/2024 |
Rehmann Capital Advisory Group | 38,455 | $2,898 | 12/31/2023 |
EFA | 38,455 | $2,898 | 12/31/2023 |
Sowell Financial Services LLC | 38,448 | $2,897 | 12/31/2023 |
EFA | 38,448 | $2,897 | 12/31/2023 |
We Are One Seven LLC | 38,374 | $2,891 | 12/31/2023 |
EFA | 38,374 | $2,891 | 12/31/2023 |
Laurel Wealth Advisors LLC | 38,046 | $2,867 | 12/31/2023 |
EFA | 38,046 | $2,867 | 12/31/2023 |
Bremer Bank National Association | 35,891 | $2,866 | 03/31/2024 |
EFA | 35,891 | $2,866 | 03/31/2024 |
Strs Ohio | 37,900 | $2,855 | 12/31/2023 |
EFA | 37,900 | $2,855 | 12/31/2023 |
United Bank | 37,865 | $2,853 | 12/31/2023 |
EFA | 37,865 | $2,853 | 12/31/2023 |
Nuveen Asset Management LLC | 37,571 | $2,831 | 12/31/2023 |
EFA | 37,571 | $2,831 | 12/31/2023 |
Schoolcraft Capital LLC | 35,429 | $2,829 | 03/31/2024 |
EFA | 35,429 | $2,829 | 03/31/2024 |
Catalyst Financial Partners LLC | 36,940 | $2,819 | 03/31/2024 |
EFA | 36,940 | $2,819 | 03/31/2024 |
Evanson Asset Management LLC | 35,284 | $2,818 | 03/31/2024 |
EFA | 35,284 | $2,818 | 03/31/2024 |
Global Retirement Partners LLC | 35,242 | $2,814 | 03/31/2024 |
EFA | 35,242 | $2,814 | 03/31/2024 |
Farmers Trust Co. | 35,187 | $2,810 | 03/31/2024 |
EFA | 35,187 | $2,810 | 03/31/2024 |
Lane & Associates LLC | 35,166 | $2,808 | 03/31/2024 |
EFA | 35,166 | $2,808 | 03/31/2024 |
Fort Washington Investment Advisors Inc. OH | 37,056 | $2,792 | 03/31/2024 |
EFA | 37,056 | $2,792 | 03/31/2024 |
Wolf Group Capital Advisors | 34,660 | $2,768 | 03/31/2024 |
EFA | 34,660 | $2,768 | 03/31/2024 |
Arete Wealth Advisors LLC | 36,573 | $2,756 | 12/31/2023 |
EFA | 36,573 | $2,756 | 12/31/2023 |
Spartan Planning & Wealth Management | 36,577 | $2,756 | 12/31/2023 |
EFA | 36,577 | $2,756 | 12/31/2023 |
Clear Creek Financial Management LLC | 34,492 | $2,755 | 03/31/2024 |
EFA | 34,492 | $2,755 | 03/31/2024 |
Cape Cod Five Cents Savings Bank | 36,501 | $2,750 | 12/31/2023 |
EFA | 36,501 | $2,750 | 12/31/2023 |
Stratos Wealth Partners LTD. | 34,393 | $2,747 | 03/31/2024 |
EFA | 34,393 | $2,747 | 03/31/2024 |
DAVENPORT & Co LLC | 36,434 | $2,745 | 12/31/2023 |
EFA | 36,434 | $2,745 | 12/31/2023 |
Pettyjohn Wood & White Inc. | 36,271 | $2,733 | 12/31/2023 |
EFA | 36,271 | $2,733 | 12/31/2023 |
Roble Belko & Company Inc | 34,133 | $2,726 | 03/31/2024 |
EFA | 34,133 | $2,726 | 03/31/2024 |
TD Waterhouse Canada Inc. | 36,134 | $2,723 | 12/31/2023 |
EFA | 36,134 | $2,723 | 12/31/2023 |
Ironwood Wealth Management LLC. | 33,995 | $2,715 | 03/31/2024 |
EFA | 33,995 | $2,715 | 03/31/2024 |
Financial Advisory Service Inc. | 35,971 | $2,710 | 12/31/2023 |
EFA | 35,971 | $2,710 | 12/31/2023 |
Appleton Partners Inc. MA | 33,632 | $2,686 | 03/31/2024 |
EFA | 33,632 | $2,686 | 03/31/2024 |
Neumann Capital Management LLC | 35,580 | $2,681 | 12/31/2023 |
EFA | 35,580 | $2,681 | 12/31/2023 |
Thrive Wealth Management LLC | 33,521 | $2,677 | 03/31/2024 |
EFA | 33,521 | $2,677 | 03/31/2024 |
First National Corp MA ADV | 35,507 | $2,675 | 03/31/2024 |
EFA | 35,507 | $2,675 | 03/31/2024 |
Manhattan West Asset Management LLC | 35,495 | $2,675 | 12/31/2023 |
EFA | 35,495 | $2,675 | 12/31/2023 |
Jmac Enterprises LLC | 35,415 | $2,669 | 12/31/2023 |
EFA | 35,415 | $2,669 | 12/31/2023 |
Grey Fox Wealth Advisors LLC | 33,059 | $2,640 | 03/31/2024 |
EFA | 33,059 | $2,640 | 03/31/2024 |
Probity Advisors Inc. | 34,941 | $2,633 | 12/31/2023 |
EFA | 34,941 | $2,633 | 12/31/2023 |
Sageworth Trust Co | 32,824 | $2,621 | 03/31/2024 |
EFA | 32,824 | $2,621 | 03/31/2024 |
Pinnacle Family Advisors LLC | 34,724 | $2,616 | 12/31/2023 |
EFA | 34,724 | $2,616 | 12/31/2023 |
Insight Wealth Partners LLC | $2,600 | 12/31/2023 | |
Call | 34,500 | $2,600 | 12/31/2023 |
Capital Advantage Inc. | 34,379 | $2,590 | 12/31/2023 |
EFA | 34,379 | $2,590 | 12/31/2023 |
Marquette Asset Management LLC | 34,335 | $2,587 | 12/31/2023 |
EFA | 34,335 | $2,587 | 12/31/2023 |
Boltwood Capital Management | 32,257 | $2,576 | 03/31/2024 |
EFA | 32,257 | $2,576 | 03/31/2024 |
Richwood Investment Advisors LLC | 34,157 | $2,574 | 12/31/2023 |
EFA | 34,157 | $2,574 | 12/31/2023 |
Interactive Financial Advisors | 33,871 | $2,552 | 12/31/2023 |
EFA | 33,871 | $2,552 | 12/31/2023 |
LWS Wealth Advisors Inc. | 33,704 | $2,540 | 12/31/2023 |
EFA | 33,704 | $2,540 | 12/31/2023 |
River Wealth Advisors LLC | 33,631 | $2,534 | 12/31/2023 |
EFA | 33,631 | $2,534 | 12/31/2023 |
Busey Wealth Management | 31,687 | $2,531 | 03/31/2024 |
EFA | 31,687 | $2,531 | 03/31/2024 |
Cliftonlarsonallen Wealth Advisors LLC | 33,468 | $2,522 | 12/31/2023 |
EFA | 33,468 | $2,522 | 12/31/2023 |
Nexus Investment Management ULC | 31,550 | $2,520 | 03/31/2024 |
EFA | 31,550 | $2,520 | 03/31/2024 |
Community Bank N.A. | 33,356 | $2,513 | 12/31/2023 |
EFA | 33,356 | $2,513 | 12/31/2023 |
Klingman & Associates LLC | 33,317 | $2,510 | 12/31/2023 |
EFA | 33,317 | $2,510 | 12/31/2023 |
Connor Clark & Lunn Investment Management Ltd. | 33,278 | $2,507 | 12/31/2023 |
EFA | 33,278 | $2,507 | 12/31/2023 |
Country Trust Bank | 31,327 | $2,502 | 03/31/2024 |
EFA | 31,327 | $2,502 | 03/31/2024 |
Jarislowsky Fraser Ltd | 32,875 | $2,477 | 12/31/2023 |
EFA | 32,875 | $2,477 | 12/31/2023 |
Acas LLC | 32,716 | $2,465 | 12/31/2023 |
EFA | 32,716 | $2,465 | 12/31/2023 |
First National Bank of Omaha | 32,379 | $2,440 | 12/31/2023 |
EFA | 32,379 | $2,440 | 12/31/2023 |
Great West Life Assurance Co. Can | 32,561 | $2,438 | 12/31/2023 |
EFA | 32,561 | $2,438 | 12/31/2023 |
Farther Finance Advisors LLC | 32,156 | $2,423 | 12/31/2023 |
EFA | 32,156 | $2,423 | 12/31/2023 |
Lion Street Advisors LLC | 32,139 | $2,422 | 03/31/2024 |
EFA | 32,139 | $2,422 | 03/31/2024 |
ML & R Wealth Management LLC | 32,002 | $2,411 | 12/31/2023 |
EFA | 32,002 | $2,411 | 12/31/2023 |
Annandale Capital LLC | 31,966 | $2,409 | 12/31/2023 |
EFA | 31,966 | $2,409 | 12/31/2023 |
WBH Advisory Inc. | 30,134 | $2,407 | 03/31/2024 |
EFA | 30,134 | $2,407 | 03/31/2024 |
Financial Insights Inc. | 29,946 | $2,391 | 03/31/2024 |
EFA | 29,946 | $2,391 | 03/31/2024 |
Bahl & Gaynor Inc. | 31,512 | $2,374 | 12/31/2023 |
EFA | 31,512 | $2,374 | 12/31/2023 |
Townsquare Capital LLC | 31,349 | $2,362 | 12/31/2023 |
EFA | 31,349 | $2,362 | 12/31/2023 |
Rebalance LLC | 29,518 | $2,357 | 03/31/2024 |
EFA | 29,518 | $2,357 | 03/31/2024 |
Stratos Wealth Advisors LLC | 29,447 | $2,352 | 03/31/2024 |
EFA | 29,447 | $2,352 | 03/31/2024 |
Bank of Hawaii | 31,164 | $2,348 | 12/31/2023 |
EFA | 31,164 | $2,348 | 12/31/2023 |
Focus Financial Network Inc. ADV | 31,156 | $2,348 | 12/31/2023 |
EFA | 31,156 | $2,348 | 12/31/2023 |
Northwest Investment Counselors LLC | 29,220 | $2,334 | 03/31/2024 |
EFA | 29,220 | $2,334 | 03/31/2024 |
Penobscot Investment Management Company Inc. | 30,919 | $2,330 | 12/31/2023 |
EFA | 30,919 | $2,330 | 12/31/2023 |
Montecito Bank & Trust | 29,163 | $2,329 | 03/31/2024 |
EFA | 29,163 | $2,329 | 03/31/2024 |
White Pine Capital LLC | 30,837 | $2,324 | 12/31/2023 |
EFA | 30,837 | $2,324 | 12/31/2023 |
Abbrea Capital LLC | 30,805 | $2,321 | 12/31/2023 |
EFA | 30,805 | $2,321 | 12/31/2023 |
Legacy Trust | 29,054 | $2,320 | 03/31/2024 |
EFA | 29,054 | $2,320 | 03/31/2024 |
BLB&B Advisors LLC | 28,787 | $2,299 | 03/31/2024 |
EFA | 28,787 | $2,299 | 03/31/2024 |
Hoylecohen LLC | 30,465 | $2,296 | 12/31/2023 |
EFA | 30,465 | $2,296 | 12/31/2023 |
Financial Synergies Wealth Advisors Inc. | 28,549 | $2,280 | 03/31/2024 |
EFA | 28,549 | $2,280 | 03/31/2024 |
Counterweight Ventures LLC | 30,034 | $2,263 | 12/31/2023 |
EFA | 30,034 | $2,263 | 12/31/2023 |
MPS Loria Financial Planners LLC | 28,276 | $2,258 | 03/31/2024 |
EFA | 28,276 | $2,258 | 03/31/2024 |
Gs Investments Inc. | 29,826 | $2,247 | 12/31/2023 |
EFA | 29,826 | $2,247 | 12/31/2023 |
Charter Trust Co. | 28,072 | $2,242 | 03/31/2024 |
EFA | 28,072 | $2,242 | 03/31/2024 |
Advisor Resource Council | 29,696 | $2,238 | 03/31/2024 |
EFA | 29,696 | $2,238 | 03/31/2024 |
Mutual Advisors LLC | 29,605 | $2,231 | 12/31/2023 |
EFA | 29,605 | $2,231 | 12/31/2023 |
CM Wealth Advisors LLC | 29,615 | $2,231 | 12/31/2023 |
EFA | 29,615 | $2,231 | 12/31/2023 |
Johnson & White Wealth Management LLC | 27,836 | $2,223 | 03/31/2024 |
EFA | 27,836 | $2,223 | 03/31/2024 |
NBC Securities Inc. | 27,687 | $2,211 | 03/31/2024 |
EFA | 27,687 | $2,211 | 03/31/2024 |
Glenview Trust Co | 29,256 | $2,204 | 12/31/2023 |
EFA | 29,256 | $2,204 | 12/31/2023 |
Unionview LLC | 29,246 | $2,204 | 12/31/2023 |
EFA | 29,246 | $2,204 | 12/31/2023 |
Atlas Brown Inc. | 27,583 | $2,203 | 03/31/2024 |
EFA | 27,583 | $2,203 | 03/31/2024 |
Parsons Capital Management Inc. RI | 27,396 | $2,188 | 03/31/2024 |
EFA | 27,396 | $2,188 | 03/31/2024 |
Fairway Wealth LLC | 28,942 | $2,181 | 12/31/2023 |
EFA | 28,942 | $2,181 | 12/31/2023 |
KMG Fiduciary Partners LLC | 27,295 | $2,180 | 03/31/2024 |
EFA | 27,295 | $2,180 | 03/31/2024 |
Cary Street Partners Investment Advisory LLC | 28,827 | $2,172 | 12/31/2023 |
EFA | 28,827 | $2,172 | 12/31/2023 |
Michael B. Yongue | 28,821 | $2,172 | 12/31/2023 |
EFA | 28,821 | $2,172 | 12/31/2023 |
Smith Anglin Financial LLC | 27,137 | $2,167 | 03/31/2024 |
EFA | 27,137 | $2,167 | 03/31/2024 |
True Link Financial Advisors LLC | 27,097 | $2,164 | 03/31/2024 |
EFA | 27,097 | $2,164 | 03/31/2024 |
Matrix Private Capital Group LLC | 28,655 | $2,159 | 12/31/2023 |
EFA | 28,655 | $2,159 | 12/31/2023 |
M Holdings Securities Inc. | 28,489 | $2,147 | 12/31/2023 |
EFA | 28,489 | $2,147 | 12/31/2023 |
Vista Private Wealth Partners. LLC | 28,932 | $2,145 | 12/31/2023 |
EFA | 28,932 | $2,145 | 12/31/2023 |
Private Wealth Advisors LLC | 28,346 | $2,136 | 12/31/2023 |
EFA | 28,346 | $2,136 | 12/31/2023 |
EFG Asset Management Americas Corp. | 26,536 | $2,119 | 03/31/2024 |
EFA | 26,536 | $2,119 | 03/31/2024 |
Welch & Forbes LLC | 28,058 | $2,114 | 12/31/2023 |
EFA | 28,058 | $2,114 | 12/31/2023 |
Pallas Capital Advisors LLC | 26,391 | $2,108 | 03/31/2024 |
EFA | 26,391 | $2,108 | 03/31/2024 |
Biltmore Family Office LLC | 27,833 | $2,097 | 12/31/2023 |
EFA | 27,833 | $2,097 | 12/31/2023 |
Latitude Advisors LLC | 26,241 | $2,096 | 03/31/2024 |
EFA | 26,241 | $2,096 | 03/31/2024 |
ProVise Management Group LLC | 27,811 | $2,096 | 12/31/2023 |
EFA | 27,811 | $2,096 | 12/31/2023 |
Congress Asset Management Co. MA | 26,200 | $2,092 | 03/31/2024 |
EFA | 26,200 | $2,092 | 03/31/2024 |
Sowa Financial Group Inc. | 27,593 | $2,079 | 03/31/2024 |
EFA | 27,593 | $2,079 | 03/31/2024 |
Bank of New Hampshire | 25,992 | $2,076 | 03/31/2024 |
EFA | 25,992 | $2,076 | 03/31/2024 |
BigSur Wealth Management LLC | 27,338 | $2,060 | 12/31/2023 |
EFA | 27,338 | $2,060 | 12/31/2023 |
Invesco Ltd. | 27,264 | $2,054 | 12/31/2023 |
EFA | 27,264 | $2,054 | 12/31/2023 |
KFA Private Wealth Group LLC | 27,193 | $2,049 | 12/31/2023 |
EFA | 27,193 | $2,049 | 12/31/2023 |
Atticus Wealth Management LLC | 25,586 | $2,043 | 03/31/2024 |
EFA | 25,586 | $2,043 | 03/31/2024 |
Private Trust Co. NA | 25,381 | $2,027 | 03/31/2024 |
EFA | 25,381 | $2,027 | 03/31/2024 |
Rockland Trust Co. | 25,349 | $2,024 | 03/31/2024 |
EFA | 25,349 | $2,024 | 03/31/2024 |
Wsfs Capital Management LLC | 26,497 | $1,997 | 12/31/2023 |
EFA | 26,497 | $1,997 | 12/31/2023 |
Two Sigma Securities LLC | $1,996 | 12/31/2023 | |
EFA | 111,077 | $8,370 | 12/31/2023 |
Put | 87,900 | $6,623 | 12/31/2023 |
Call | 3,300 | $249 | 12/31/2023 |
Triasima Portfolio Management inc. | 24,920 | $1,990 | 03/31/2024 |
EFA | 24,920 | $1,990 | 03/31/2024 |
Great Waters Wealth Management | 24,921 | $1,990 | 03/31/2024 |
EFA | 24,921 | $1,990 | 03/31/2024 |
Washington Trust Advisors Inc. | 26,381 | $1,988 | 12/31/2023 |
EFA | 26,381 | $1,988 | 12/31/2023 |
Quotient Wealth Partners LLC | 26,336 | $1,984 | 12/31/2023 |
EFA | 26,336 | $1,984 | 12/31/2023 |
Westshore Wealth LLC | 26,229 | $1,976 | 12/31/2023 |
EFA | 26,229 | $1,976 | 12/31/2023 |
Gries Financial LLC | 26,217 | $1,975 | 12/31/2023 |
EFA | 26,217 | $1,975 | 12/31/2023 |
Wade Financial Advisory Inc | 26,071 | $1,964 | 12/31/2023 |
EFA | 26,071 | $1,964 | 12/31/2023 |
Advisor OS LLC | 26,032 | $1,962 | 12/31/2023 |
EFA | 26,032 | $1,962 | 12/31/2023 |
Resonant Capital Advisors LLC | 26,044 | $1,962 | 12/31/2023 |
EFA | 26,044 | $1,962 | 12/31/2023 |
Keeley Teton Advisors LLC | 25,963 | $1,956 | 12/31/2023 |
EFA | 25,963 | $1,956 | 12/31/2023 |
Exencial Wealth Advisors LLC | 25,935 | $1,954 | 12/31/2023 |
EFA | 25,935 | $1,954 | 12/31/2023 |
Cubic Asset Management LLC | 24,372 | $1,946 | 03/31/2024 |
EFA | 24,372 | $1,946 | 03/31/2024 |
Bank OZK | 25,805 | $1,944 | 12/31/2023 |
EFA | 25,805 | $1,944 | 12/31/2023 |
Harbor Advisory Corp MA | 25,786 | $1,943 | 12/31/2023 |
EFA | 25,786 | $1,943 | 12/31/2023 |
Shoker Investment Counsel Inc. | 25,638 | $1,932 | 12/31/2023 |
EFA | 25,638 | $1,932 | 12/31/2023 |
Naples Global Advisors LLC | 25,629 | $1,931 | 12/31/2023 |
EFA | 25,629 | $1,931 | 12/31/2023 |
Azimuth Capital Investment Management LLC | 25,562 | $1,926 | 12/31/2023 |
EFA | 25,562 | $1,926 | 12/31/2023 |
Thoroughbred Financial Services LLC | 25,514 | $1,922 | 12/31/2023 |
EFA | 25,514 | $1,922 | 12/31/2023 |
Legal & General Group Plc | 25,500 | $1,921 | 12/31/2023 |
EFA | 25,500 | $1,921 | 12/31/2023 |
Edge Financial Advisors LLC | 23,986 | $1,916 | 03/31/2024 |
EFA | 23,986 | $1,916 | 03/31/2024 |
GEM Asset Management LLC | 25,412 | $1,915 | 12/31/2023 |
EFA | 25,412 | $1,915 | 12/31/2023 |
Daymark Wealth Partners LLC | 23,969 | $1,914 | 03/31/2024 |
EFA | 23,969 | $1,914 | 03/31/2024 |
Associated Banc Corp | 25,396 | $1,914 | 12/31/2023 |
EFA | 25,396 | $1,914 | 12/31/2023 |
Hall Laurie J Trustee | 23,925 | $1,910 | 03/31/2024 |
EFA | 23,925 | $1,910 | 03/31/2024 |
Manchester Capital Management LLC | 25,345 | $1,910 | 12/31/2023 |
EFA | 25,345 | $1,910 | 12/31/2023 |
Horizons Wealth Management | 25,334 | $1,909 | 03/31/2024 |
EFA | 25,334 | $1,909 | 03/31/2024 |
Boyd Watterson Asset Management LLC OH | 25,332 | $1,909 | 12/31/2023 |
EFA | 25,332 | $1,909 | 12/31/2023 |
Resources Investment Advisors LLC. | 25,333 | $1,909 | 12/31/2023 |
EFA | 25,333 | $1,909 | 12/31/2023 |
Financial Advisory Corp UT ADV | 23,856 | $1,905 | 03/31/2024 |
EFA | 23,856 | $1,905 | 03/31/2024 |
Turtle Creek Wealth Advisors LLC | 25,261 | $1,903 | 12/31/2023 |
EFA | 25,261 | $1,903 | 12/31/2023 |
Dougherty Wealth Advisers LLC | 23,748 | $1,897 | 03/31/2024 |
EFA | 23,748 | $1,897 | 03/31/2024 |
Private Ocean LLC | 23,691 | $1,892 | 03/31/2024 |
EFA | 23,691 | $1,892 | 03/31/2024 |
RiverGlades Family Offices LLC | 25,036 | $1,888 | 12/31/2023 |
EFA | 25,036 | $1,888 | 12/31/2023 |
HFG Advisors Inc. | 23,553 | $1,881 | 03/31/2024 |
EFA | 23,553 | $1,881 | 03/31/2024 |
Global Strategic Investment Solutions LLC | 24,880 | $1,875 | 12/31/2023 |
EFA | 24,880 | $1,875 | 12/31/2023 |
Motco | 24,818 | $1,870 | 12/31/2023 |
EFA | 24,818 | $1,870 | 12/31/2023 |
Tobias Financial Advisors Inc. | 24,778 | $1,867 | 12/31/2023 |
EFA | 24,778 | $1,867 | 12/31/2023 |
Dohj LLC | 23,349 | $1,865 | 03/31/2024 |
EFA | 23,349 | $1,865 | 03/31/2024 |
Evoke Wealth LLC | 24,515 | $1,847 | 12/31/2023 |
EFA | 24,515 | $1,847 | 12/31/2023 |
Baystate Wealth Management LLC | 24,412 | $1,839 | 12/31/2023 |
EFA | 24,412 | $1,839 | 12/31/2023 |
Axiom Financial Strategies LLC | 24,396 | $1,838 | 12/31/2023 |
EFA | 24,396 | $1,838 | 12/31/2023 |
KG&L Capital Management LLC | 23,000 | $1,837 | 03/31/2024 |
EFA | 23,000 | $1,837 | 03/31/2024 |
Forte Asset Management LLC | 24,280 | $1,829 | 12/31/2023 |
EFA | 24,280 | $1,829 | 12/31/2023 |
Nicholas Hoffman & Company LLC. | 22,783 | $1,819 | 03/31/2024 |
EFA | 22,783 | $1,819 | 03/31/2024 |
Abacus Planning Group Inc. | 22,574 | $1,803 | 03/31/2024 |
EFA | 22,574 | $1,803 | 03/31/2024 |
Optas LLC | 22,540 | $1,800 | 03/31/2024 |
EFA | 22,540 | $1,800 | 03/31/2024 |
Mayflower Financial Advisors LLC | 23,801 | $1,793 | 12/31/2023 |
EFA | 23,801 | $1,793 | 12/31/2023 |
MidWestOne Financial Group Inc. | 23,673 | $1,784 | 12/31/2023 |
EFA | 23,673 | $1,784 | 12/31/2023 |
Hillman Capital Management Inc. | 23,668 | $1,783 | 12/31/2023 |
EFA | 23,668 | $1,783 | 12/31/2023 |
Seven Post Investment Office LP | 22,273 | $1,779 | 03/31/2024 |
EFA | 22,273 | $1,779 | 03/31/2024 |
Visionary Wealth Advisors | 23,555 | $1,775 | 12/31/2023 |
EFA | 23,555 | $1,775 | 12/31/2023 |
Berkshire Asset Management LLC PA | 23,416 | $1,764 | 12/31/2023 |
EFA | 23,416 | $1,764 | 12/31/2023 |
LFA Lugano Financial Advisors SA | 23,229 | $1,750 | 12/31/2023 |
EFA | 23,229 | $1,750 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 23,017 | $1,734 | 12/31/2023 |
EFA | 23,017 | $1,734 | 12/31/2023 |
Eukles Asset Management | 22,729 | $1,713 | 12/31/2023 |
EFA | 22,729 | $1,713 | 12/31/2023 |
Hubbell Strickland Wealth Management LLC | 21,345 | $1,705 | 03/31/2024 |
EFA | 21,345 | $1,705 | 03/31/2024 |
Goelzer Investment Management Inc. | 22,609 | $1,704 | 12/31/2023 |
EFA | 22,609 | $1,704 | 12/31/2023 |
Veracity Capital LLC | 21,284 | $1,700 | 03/31/2024 |
EFA | 21,284 | $1,700 | 03/31/2024 |
Dynamic Advisor Solutions LLC | 21,238 | $1,696 | 03/31/2024 |
EFA | 21,238 | $1,696 | 03/31/2024 |
Capstone Triton Financial Group LLC | 21,214 | $1,694 | 03/31/2024 |
EFA | 21,214 | $1,694 | 03/31/2024 |
Dentgroup LLC | 21,174 | $1,691 | 03/31/2024 |
EFA | 21,174 | $1,691 | 03/31/2024 |
Twele Capital Management Inc. | 21,131 | $1,688 | 03/31/2024 |
EFA | 21,131 | $1,688 | 03/31/2024 |
Maple Capital Management Inc. | 22,333 | $1,683 | 12/31/2023 |
EFA | 22,333 | $1,683 | 12/31/2023 |
Texas Capital Bancshares Inc. TX | 22,304 | $1,681 | 12/31/2023 |
EFA | 22,304 | $1,681 | 12/31/2023 |
Stephenson National Bank & Trust | 20,996 | $1,677 | 03/31/2024 |
EFA | 20,996 | $1,677 | 03/31/2024 |
Oakwell Private Wealth Management LLC | 20,965 | $1,674 | 03/31/2024 |
EFA | 20,965 | $1,674 | 03/31/2024 |
CX Institutional | 20,885 | $1,668 | 03/31/2024 |
EFA | 20,885 | $1,668 | 03/31/2024 |
Sanibel Captiva Trust Company Inc. | 22,132 | $1,668 | 12/31/2023 |
EFA | 22,132 | $1,668 | 12/31/2023 |
Honkamp Krueger Financial Services Inc. | 22,048 | $1,661 | 12/31/2023 |
EFA | 22,048 | $1,661 | 12/31/2023 |
Columbia Trust Co 01012016 | 21,988 | $1,657 | 12/31/2023 |
EFA | 21,988 | $1,657 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 21,940 | $1,653 | 12/31/2023 |
EFA | 21,940 | $1,653 | 12/31/2023 |
Chilton Capital Management LLC | 21,870 | $1,648 | 12/31/2023 |
EFA | 21,870 | $1,648 | 12/31/2023 |
Strategic Investment Advisors MI | 20,577 | $1,643 | 03/31/2024 |
EFA | 20,577 | $1,643 | 03/31/2024 |
Anchor Capital Advisors LLC | 21,768 | $1,640 | 12/31/2023 |
EFA | 21,768 | $1,640 | 12/31/2023 |
Harbour Capital Advisors LLC | 20,710 | $1,635 | 03/31/2024 |
EFA | 20,710 | $1,635 | 03/31/2024 |
Fidelis Capital Partners LLC | 21,619 | $1,629 | 12/31/2023 |
EFA | 21,619 | $1,629 | 12/31/2023 |
Joel Isaacson & Co. LLC | 21,501 | $1,620 | 12/31/2023 |
EFA | 21,501 | $1,620 | 12/31/2023 |
Ameritas Advisory Services LLC | 21,496 | $1,620 | 12/31/2023 |
EFA | 21,496 | $1,620 | 12/31/2023 |
Criterion Capital Advisors LLC | 20,253 | $1,617 | 03/31/2024 |
EFA | 20,253 | $1,617 | 03/31/2024 |
Peoples Bank OH | 21,422 | $1,614 | 12/31/2023 |
EFA | 21,422 | $1,614 | 12/31/2023 |
GYL Financial Synergies LLC | 21,419 | $1,614 | 12/31/2023 |
EFA | 21,419 | $1,614 | 12/31/2023 |
Western Wealth Management LLC | 21,419 | $1,614 | 12/31/2023 |
EFA | 21,419 | $1,614 | 12/31/2023 |
SigFig Wealth Management LLC | 21,379 | $1,605 | 12/31/2023 |
EFA | 21,379 | $1,605 | 12/31/2023 |
Smithfield Trust Co. | 21,242 | $1,602 | 12/31/2023 |
EFA | 21,242 | $1,602 | 12/31/2023 |
Sequoia Financial Advisors LLC | 21,256 | $1,602 | 12/31/2023 |
EFA | 21,256 | $1,602 | 12/31/2023 |
Leith Wheeler Investment Counsel Ltd. | 21,235 | $1,600 | 12/31/2023 |
EFA | 21,235 | $1,600 | 12/31/2023 |
Ellis Investment Partners LLC | 20,005 | $1,598 | 03/31/2024 |
EFA | 20,005 | $1,598 | 03/31/2024 |
DB Fitzpatrick & Co Inc | 19,981 | $1,596 | 03/31/2024 |
EFA | 19,981 | $1,596 | 03/31/2024 |
Chartwell Investment Partners LLC | 21,125 | $1,592 | 12/31/2023 |
EFA | 21,125 | $1,592 | 12/31/2023 |
Morris Financial Concepts Inc. | 19,898 | $1,589 | 03/31/2024 |
EFA | 19,898 | $1,589 | 03/31/2024 |
Cahill Financial Advisors Inc. | 21,091 | $1,589 | 12/31/2023 |
EFA | 21,091 | $1,589 | 12/31/2023 |
Private Capital Management LLC | 19,855 | $1,586 | 03/31/2024 |
EFA | 19,855 | $1,586 | 03/31/2024 |
Victory Financial Group LLC | 20,992 | $1,582 | 12/31/2023 |
EFA | 20,992 | $1,582 | 12/31/2023 |
Washington Trust Bank | 20,978 | $1,581 | 12/31/2023 |
EFA | 20,978 | $1,581 | 12/31/2023 |
Greenline Partners LLC | 20,948 | $1,578 | 12/31/2023 |
EFA | 20,948 | $1,578 | 12/31/2023 |
Contravisory Investment Management Inc. | 19,733 | $1,576 | 03/31/2024 |
EFA | 19,733 | $1,576 | 03/31/2024 |
Indiana Trust & Investment Management CO | 19,700 | $1,573 | 03/31/2024 |
EFA | 19,700 | $1,573 | 03/31/2024 |
Athena Investment Management | 20,879 | $1,573 | 12/31/2023 |
EFA | 20,879 | $1,573 | 12/31/2023 |
Quadrant Capital Group LLC | 20,854 | $1,571 | 12/31/2023 |
EFA | 20,854 | $1,571 | 12/31/2023 |
Colony Family Offices LLC | 20,830 | $1,570 | 12/31/2023 |
EFA | 20,830 | $1,570 | 12/31/2023 |
First Heartland Consultants Inc. | 20,825 | $1,569 | 12/31/2023 |
EFA | 20,825 | $1,569 | 12/31/2023 |
Windsor Capital Management LLC | 19,557 | $1,562 | 03/31/2024 |
EFA | 19,557 | $1,562 | 03/31/2024 |
Fusion Family Wealth LLC | 20,721 | $1,561 | 12/31/2023 |
EFA | 20,721 | $1,561 | 12/31/2023 |
Prio Wealth Limited Partnership | 20,592 | $1,552 | 12/31/2023 |
EFA | 20,592 | $1,552 | 12/31/2023 |
Emprise Bank | 19,322 | $1,543 | 03/31/2024 |
EFA | 19,322 | $1,543 | 03/31/2024 |
VeraBank N.A. | 20,484 | $1,543 | 12/31/2023 |
EFA | 20,484 | $1,543 | 12/31/2023 |
Davidson Trust Co. | 20,433 | $1,540 | 12/31/2023 |
EFA | 20,433 | $1,540 | 12/31/2023 |
Headinvest LLC | 20,412 | $1,538 | 12/31/2023 |
EFA | 20,412 | $1,538 | 12/31/2023 |
StrategIQ Financial Group LLC | 20,350 | $1,533 | 12/31/2023 |
EFA | 20,350 | $1,533 | 12/31/2023 |
Modern Wealth Management LLC | 20,175 | $1,520 | 12/31/2023 |
EFA | 20,175 | $1,520 | 12/31/2023 |
Fairman Group LLC | 20,139 | $1,518 | 12/31/2023 |
EFA | 20,139 | $1,518 | 12/31/2023 |
Osborne Partners Capital Management LLC | 18,893 | $1,509 | 03/31/2024 |
EFA | 18,893 | $1,509 | 03/31/2024 |
Assetmark Inc. | 20,004 | $1,507 | 12/31/2023 |
EFA | 20,004 | $1,507 | 12/31/2023 |
Frank Rimerman Advisors LLC | 19,961 | $1,504 | 12/31/2023 |
EFA | 19,961 | $1,504 | 12/31/2023 |
Live Oak Private Wealth LLC | 18,811 | $1,502 | 03/31/2024 |
EFA | 18,811 | $1,502 | 03/31/2024 |
Bedel Financial Consulting Inc. | 19,933 | $1,502 | 12/31/2023 |
EFA | 19,933 | $1,502 | 12/31/2023 |
Tennessee Valley Asset Management Partners | 18,726 | $1,496 | 03/31/2024 |
EFA | 18,726 | $1,496 | 03/31/2024 |
Moreno Evelyn V | 19,790 | $1,491 | 12/31/2023 |
EFA | 19,790 | $1,491 | 12/31/2023 |
First National Bank | 18,638 | $1,488 | 03/31/2024 |
EFA | 18,638 | $1,488 | 03/31/2024 |
CIC Wealth LLC | 18,591 | $1,485 | 03/31/2024 |
EFA | 18,591 | $1,485 | 03/31/2024 |
Chemung Canal Trust Co. | 18,456 | $1,474 | 03/31/2024 |
EFA | 18,456 | $1,474 | 03/31/2024 |
JNB Advisors LLC | 19,517 | $1,471 | 12/31/2023 |
EFA | 19,517 | $1,471 | 12/31/2023 |
Brookstone Capital Management | 18,347 | $1,465 | 03/31/2024 |
EFA | 18,347 | $1,465 | 03/31/2024 |
Cobblestone Capital Advisors LLC NY | 19,390 | $1,461 | 12/31/2023 |
EFA | 19,390 | $1,461 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 19,293 | $1,454 | 12/31/2023 |
EFA | 19,293 | $1,454 | 12/31/2023 |
Innova Wealth Partners | 19,239 | $1,450 | 12/31/2023 |
EFA | 19,239 | $1,450 | 12/31/2023 |
Capital Analysts LLC | 19,235 | $1,449 | 12/31/2023 |
EFA | 19,235 | $1,449 | 12/31/2023 |
Simon Quick Advisors LLC | 18,089 | $1,445 | 03/31/2024 |
EFA | 18,089 | $1,445 | 03/31/2024 |
Hardman Johnston Global Advisors LLC | 19,075 | $1,437 | 12/31/2023 |
EFA | 19,075 | $1,437 | 12/31/2023 |
Well Done LLC | 17,986 | $1,436 | 03/31/2024 |
EFA | 17,986 | $1,436 | 03/31/2024 |
Ledyard National Bank | 19,036 | $1,434 | 12/31/2023 |
EFA | 19,036 | $1,434 | 12/31/2023 |
Perennial Investment Advisors LLC | 18,980 | $1,430 | 12/31/2023 |
EFA | 18,980 | $1,430 | 12/31/2023 |
Zacks Investment Management | 18,840 | $1,420 | 12/31/2023 |
EFA | 18,840 | $1,420 | 12/31/2023 |
Orrstown Financial Services Inc. | 17,774 | $1,419 | 03/31/2024 |
EFA | 17,774 | $1,419 | 03/31/2024 |
Truepoint Inc. | 18,757 | $1,413 | 12/31/2023 |
EFA | 18,757 | $1,413 | 12/31/2023 |
Legacy Capital Wealth Partners LLC | 18,748 | $1,413 | 12/31/2023 |
EFA | 18,748 | $1,413 | 12/31/2023 |
Strategy Asset Managers LLC | 17,644 | $1,409 | 03/31/2024 |
EFA | 17,644 | $1,409 | 03/31/2024 |
Tompkins Financial Corp | 17,588 | $1,405 | 03/31/2024 |
EFA | 17,588 | $1,405 | 03/31/2024 |
South State CORP. | 18,575 | $1,400 | 12/31/2023 |
EFA | 18,575 | $1,400 | 12/31/2023 |
Trinity Financial Advisors LLC | 17,505 | $1,398 | 03/31/2024 |
EFA | 17,505 | $1,398 | 03/31/2024 |
Greenfield Savings Bank | 17,448 | $1,393 | 03/31/2024 |
EFA | 17,448 | $1,393 | 03/31/2024 |
Capasso Planning Partners LLC | 17,395 | $1,389 | 03/31/2024 |
EFA | 17,395 | $1,389 | 03/31/2024 |
Smith Moore & CO. | 18,367 | $1,384 | 12/31/2023 |
EFA | 18,367 | $1,384 | 12/31/2023 |
Cassady Schiller Wealth Management LLC | 18,104 | $1,364 | 12/31/2023 |
EFA | 18,104 | $1,364 | 12/31/2023 |
Affiance Financial LLC | 17,073 | $1,363 | 03/31/2024 |
EFA | 17,073 | $1,363 | 03/31/2024 |
Farmers & Merchants Trust Co of Chambersburg PA | 16,960 | $1,354 | 03/31/2024 |
EFA | 16,960 | $1,354 | 03/31/2024 |
Narus Financial Partners LLC | 16,924 | $1,352 | 03/31/2024 |
EFA | 16,924 | $1,352 | 03/31/2024 |
Olympus Wealth Management LLC | 16,848 | $1,345 | 03/31/2024 |
EFA | 16,848 | $1,345 | 03/31/2024 |
Empower Advisory Group LLC | 17,829 | $1,343 | 12/31/2023 |
EFA | 17,829 | $1,343 | 12/31/2023 |
Principal Securities Inc. | 17,717 | $1,335 | 12/31/2023 |
EFA | 17,717 | $1,335 | 12/31/2023 |
G&S Capital LLC | 16,641 | $1,329 | 03/31/2024 |
EFA | 16,641 | $1,329 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 17,639 | $1,329 | 12/31/2023 |
EFA | 17,639 | $1,329 | 12/31/2023 |
Burke & Herbert Bank & Trust Co. | 16,565 | $1,323 | 03/31/2024 |
EFA | 16,565 | $1,323 | 03/31/2024 |
Betterment LLC | 17,555 | $1,323 | 12/31/2023 |
EFA | 17,555 | $1,323 | 12/31/2023 |
First Merchants Corp | 16,509 | $1,318 | 03/31/2024 |
EFA | 16,509 | $1,318 | 03/31/2024 |
Trust Co. of Vermont | 17,404 | $1,311 | 12/31/2023 |
EFA | 17,404 | $1,311 | 12/31/2023 |
Legacy Bridge LLC | 16,400 | $1,310 | 03/31/2024 |
EFA | 16,400 | $1,310 | 03/31/2024 |
Tortoise Investment Management LLC | 17,316 | $1,305 | 12/31/2023 |
EFA | 17,316 | $1,305 | 12/31/2023 |
Focus Financial Network Inc. | 17,102 | $1,301 | 03/31/2024 |
EFA | 17,102 | $1,301 | 03/31/2024 |
Financial Gravity Asset Management Inc. | 17,214 | $1,297 | 12/31/2023 |
EFA | 17,214 | $1,297 | 12/31/2023 |
Stordahl Capital Management Inc. | 16,224 | $1,296 | 03/31/2024 |
EFA | 16,224 | $1,296 | 03/31/2024 |
FDx Advisors Inc. | 17,049 | $1,285 | 12/31/2023 |
EFA | 17,049 | $1,285 | 12/31/2023 |
Paladin Advisory Group LLC | 17,031 | $1,283 | 12/31/2023 |
EFA | 17,031 | $1,283 | 12/31/2023 |
Eagle Rock Investment Company LLC | 16,016 | $1,279 | 03/31/2024 |
EFA | 16,016 | $1,279 | 03/31/2024 |
Wedmont Private Capital | 16,063 | $1,275 | 03/31/2024 |
EFA | 16,063 | $1,275 | 03/31/2024 |
James J. Burns & Company LLC | 16,096 | $1,271 | 03/31/2024 |
EFA | 16,096 | $1,271 | 03/31/2024 |
Regal Investment Advisors LLC | 16,865 | $1,271 | 12/31/2023 |
EFA | 16,865 | $1,271 | 12/31/2023 |
Claro Advisors LLC | 15,895 | $1,269 | 03/31/2024 |
EFA | 15,895 | $1,269 | 03/31/2024 |
Wedbush Securities Inc. | 16,824 | $1,268 | 12/31/2023 |
EFA | 16,824 | $1,268 | 12/31/2023 |
LaSalle St. Investment Advisors LLC | 16,641 | $1,254 | 12/31/2023 |
EFA | 16,641 | $1,254 | 12/31/2023 |
Cahaba Wealth Management Inc. | 15,681 | $1,252 | 03/31/2024 |
EFA | 15,681 | $1,252 | 03/31/2024 |
Sunburst Financial Group LLC | 15,751 | $1,252 | 03/31/2024 |
EFA | 15,751 | $1,252 | 03/31/2024 |
Wolff Financial Management LLC | 15,577 | $1,244 | 03/31/2024 |
EFA | 15,577 | $1,244 | 03/31/2024 |
Del Sette Capital Management LLC | 16,505 | $1,244 | 12/31/2023 |
EFA | 16,505 | $1,244 | 12/31/2023 |
Builder Investment Group Inc. ADV | 16,415 | $1,237 | 12/31/2023 |
EFA | 16,415 | $1,237 | 12/31/2023 |
Capital Investment Advisors LLC | 15,477 | $1,236 | 03/31/2024 |
EFA | 15,477 | $1,236 | 03/31/2024 |
Midland Wealth Advisors LLC | 16,385 | $1,235 | 12/31/2023 |
EFA | 16,385 | $1,235 | 12/31/2023 |
Summit Financial LLC | 15,458 | $1,234 | 03/31/2024 |
EFA | 15,458 | $1,234 | 03/31/2024 |
Firestone Capital Management | 16,369 | $1,233 | 12/31/2023 |
EFA | 16,369 | $1,233 | 12/31/2023 |
Hollencrest Capital Management | 16,318 | $1,230 | 12/31/2023 |
EFA | 16,318 | $1,230 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 15,356 | $1,226 | 03/31/2024 |
EFA | 15,356 | $1,226 | 03/31/2024 |
Mather Group LLC. | 16,140 | $1,216 | 03/31/2024 |
EFA | 16,140 | $1,216 | 03/31/2024 |
Schechter Investment Advisors LLC | 16,092 | $1,213 | 12/31/2023 |
EFA | 16,092 | $1,213 | 12/31/2023 |
North Star Investment Management Corp. | 16,073 | $1,211 | 12/31/2023 |
EFA | 16,073 | $1,211 | 12/31/2023 |
Matrix Asset Advisors Inc. NY | 15,133 | $1,209 | 03/31/2024 |
EFA | 15,133 | $1,209 | 03/31/2024 |
WMG Financial Advisors LLC | 16,040 | $1,209 | 12/31/2023 |
EFA | 16,040 | $1,209 | 12/31/2023 |
Lowe Brockenbrough & Co. Inc. | 15,959 | $1,203 | 12/31/2023 |
EFA | 15,959 | $1,203 | 12/31/2023 |
TCI Wealth Advisors Inc. | 15,952 | $1,202 | 12/31/2023 |
EFA | 15,952 | $1,202 | 12/31/2023 |
Park Edge Advisors LLC | 15,044 | $1,201 | 03/31/2024 |
EFA | 15,044 | $1,201 | 03/31/2024 |
Hemington Wealth Management | 15,858 | $1,195 | 12/31/2023 |
EFA | 15,858 | $1,195 | 12/31/2023 |
Global Trust Asset Management LLC | 14,893 | $1,189 | 03/31/2024 |
EFA | 14,893 | $1,189 | 03/31/2024 |
Haverford Trust Co. | 15,773 | $1,188 | 12/31/2023 |
EFA | 15,773 | $1,188 | 12/31/2023 |
Lee Danner & Bass Inc. | 15,764 | $1,188 | 12/31/2023 |
EFA | 15,764 | $1,188 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 15,680 | $1,182 | 12/31/2023 |
EFA | 15,680 | $1,182 | 12/31/2023 |
MEMBERS Trust Co | 14,758 | $1,179 | 03/31/2024 |
EFA | 14,758 | $1,179 | 03/31/2024 |
SOA Wealth Advisors LLC. | 14,702 | $1,174 | 03/31/2024 |
EFA | 14,702 | $1,174 | 03/31/2024 |
MBA Advisors LLC | 14,625 | $1,168 | 03/31/2024 |
EFA | 14,625 | $1,168 | 03/31/2024 |
Coppell Advisory Solutions LLC | 15,478 | $1,166 | 12/31/2023 |
EFA | 15,478 | $1,166 | 12/31/2023 |
Cambridge Advisors Inc. | 14,586 | $1,165 | 03/31/2024 |
EFA | 14,586 | $1,165 | 03/31/2024 |
Zhang Financial LLC | 14,577 | $1,164 | 03/31/2024 |
EFA | 14,577 | $1,164 | 03/31/2024 |
Towerpoint Wealth LLC | 14,565 | $1,163 | 03/31/2024 |
EFA | 14,565 | $1,163 | 03/31/2024 |
Heritage Wealth Management Inc. Texas | 14,566 | $1,163 | 03/31/2024 |
EFA | 14,566 | $1,163 | 03/31/2024 |
ORBA Wealth Advisors L.L.C. | 15,426 | $1,162 | 12/31/2023 |
EFA | 15,426 | $1,162 | 12/31/2023 |
Sunflower Bank N.A. | 14,520 | $1,160 | 03/31/2024 |
EFA | 14,520 | $1,160 | 03/31/2024 |
Lwmg LLC | 15,330 | $1,155 | 12/31/2023 |
EFA | 15,330 | $1,155 | 12/31/2023 |
Procyon Private Wealth Partners LLC | 14,447 | $1,154 | 03/31/2024 |
EFA | 14,447 | $1,154 | 03/31/2024 |
Evergreen Capital Management LLC | 15,249 | $1,149 | 12/31/2023 |
EFA | 15,249 | $1,149 | 12/31/2023 |
Henrickson Nauta Wealth Advisors Inc. | 14,632 | $1,146 | 03/31/2024 |
EFA | 14,632 | $1,146 | 03/31/2024 |
Sandy Cove Advisors LLC | 14,342 | $1,145 | 03/31/2024 |
EFA | 14,342 | $1,145 | 03/31/2024 |
Diversified Portfolios Inc. | 15,194 | $1,145 | 12/31/2023 |
EFA | 15,194 | $1,145 | 12/31/2023 |
Sovereign Financial Group Inc. | 14,322 | $1,144 | 03/31/2024 |
EFA | 14,322 | $1,144 | 03/31/2024 |
Three Bridge Wealth Advisors LLC | 15,188 | $1,144 | 12/31/2023 |
EFA | 15,188 | $1,144 | 12/31/2023 |
Radnor Capital Management LLC | 14,227 | $1,136 | 03/31/2024 |
EFA | 14,227 | $1,136 | 03/31/2024 |
Archvest Wealth Advisors Inc. | 14,899 | $1,123 | 12/31/2023 |
EFA | 14,899 | $1,123 | 12/31/2023 |
Franklin Parlapiano Turner & Welch LLC | 14,893 | $1,122 | 12/31/2023 |
EFA | 14,893 | $1,122 | 12/31/2023 |
Palumbo Wealth Management LLC | 14,024 | $1,120 | 03/31/2024 |
EFA | 14,024 | $1,120 | 03/31/2024 |
Ratio Wealth Group | 14,805 | $1,116 | 12/31/2023 |
EFA | 14,805 | $1,116 | 12/31/2023 |
Stockman Wealth Management Inc. | 13,964 | $1,115 | 03/31/2024 |
EFA | 13,964 | $1,115 | 03/31/2024 |
Saxony Capital Management LLC | 14,799 | $1,115 | 12/31/2023 |
EFA | 14,799 | $1,115 | 12/31/2023 |
Chapin Davis Inc. | 13,909 | $1,111 | 03/31/2024 |
EFA | 13,909 | $1,111 | 03/31/2024 |
Long Road Investment Counsel LLC | 14,790 | $1,109 | 12/31/2023 |
EFA | 14,790 | $1,109 | 12/31/2023 |
Arkadios Wealth Advisors | 14,656 | $1,104 | 12/31/2023 |
EFA | 14,656 | $1,104 | 12/31/2023 |
Red Tortoise LLC | 13,802 | $1,102 | 03/31/2024 |
EFA | 13,802 | $1,102 | 03/31/2024 |
Condor Capital Management | 14,600 | $1,100 | 12/31/2023 |
EFA | 14,600 | $1,100 | 12/31/2023 |
Beaumont Financial Advisors LLC | 14,587 | $1,099 | 12/31/2023 |
EFA | 14,587 | $1,099 | 12/31/2023 |
Whitaker Myers Wealth Managers LTD. | 13,589 | $1,085 | 03/31/2024 |
EFA | 13,589 | $1,085 | 03/31/2024 |
Trust Point Inc. | 13,569 | $1,084 | 03/31/2024 |
EFA | 13,569 | $1,084 | 03/31/2024 |
Thomasville National Bank | 13,486 | $1,077 | 03/31/2024 |
EFA | 13,486 | $1,077 | 03/31/2024 |
Main Street Financial Solutions LLC | 13,428 | $1,072 | 03/31/2024 |
EFA | 13,428 | $1,072 | 03/31/2024 |
Financial Advocates Investment Management | 14,118 | $1,067 | 12/31/2023 |
EFA | 14,118 | $1,067 | 12/31/2023 |
GFS Advisors LLC | 13,326 | $1,064 | 03/31/2024 |
EFA | 13,326 | $1,064 | 03/31/2024 |
Moors & Cabot Inc. | 14,116 | $1,064 | 12/31/2023 |
EFA | 14,116 | $1,064 | 12/31/2023 |
Fifth Third Securities Inc. | 13,195 | $1,054 | 03/31/2024 |
EFA | 13,195 | $1,054 | 03/31/2024 |
Enterprise Bank & Trust Co | 13,193 | $1,054 | 03/31/2024 |
EFA | 13,193 | $1,054 | 03/31/2024 |
Moody Lynn & Lieberson LLC | 13,178 | $1,052 | 03/31/2024 |
EFA | 13,178 | $1,052 | 03/31/2024 |
Kingfisher Capital LLC | 13,881 | $1,046 | 12/31/2023 |
EFA | 13,881 | $1,046 | 12/31/2023 |
Trust Co. of Virginia VA | 13,053 | $1,042 | 03/31/2024 |
EFA | 13,053 | $1,042 | 03/31/2024 |
Summit Asset Management LLC | 13,812 | $1,041 | 12/31/2023 |
EFA | 13,812 | $1,041 | 12/31/2023 |
Apexium Financial LP | 13,028 | $1,040 | 03/31/2024 |
EFA | 13,028 | $1,040 | 03/31/2024 |
Marietta Wealth Management LLC | 12,995 | $1,038 | 03/31/2024 |
EFA | 12,995 | $1,038 | 03/31/2024 |
Tiemann Investment Advisors LLC | 13,767 | $1,037 | 12/31/2023 |
EFA | 13,767 | $1,037 | 12/31/2023 |
Merit Financial Group LLC | 13,509 | $1,018 | 12/31/2023 |
EFA | 13,509 | $1,018 | 12/31/2023 |
Woodmont Investment Counsel LLC | 12,672 | $1,012 | 03/31/2024 |
EFA | 12,672 | $1,012 | 03/31/2024 |
Trust Co | 12,647 | $1,010 | 03/31/2024 |
EFA | 12,647 | $1,010 | 03/31/2024 |
JSF Financial LLC | 13,405 | $1,010 | 12/31/2023 |
EFA | 13,405 | $1,010 | 12/31/2023 |
Spectrum Investment Advisors Inc. | 13,400 | $1,010 | 12/31/2023 |
EFA | 13,400 | $1,010 | 12/31/2023 |
Bluefin Capital Management LLC | 13,400 | $1,009 | 12/31/2023 |
EFA | 13,400 | $1,009 | 12/31/2023 |
Viewpoint Capital Management LLC | 12,540 | $1,001 | 03/31/2024 |
EFA | 12,540 | $1,001 | 03/31/2024 |
Patten Group Inc. | 12,525 | $1,000 | 03/31/2024 |
EFA | 12,525 | $1,000 | 03/31/2024 |
Patriot Investment Management Inc. | 12,496 | $998 | 03/31/2024 |
EFA | 12,496 | $998 | 03/31/2024 |
Intech Investment Management LLC | 13,233 | $997 | 12/31/2023 |
EFA | 13,233 | $997 | 12/31/2023 |
Rossmore Private Capital | 13,179 | $993 | 12/31/2023 |
EFA | 13,179 | $993 | 12/31/2023 |
Holistic Financial Partners | 13,085 | $986 | 12/31/2023 |
EFA | 13,085 | $986 | 12/31/2023 |
FCA Corp TX | 13,072 | $985 | 12/31/2023 |
EFA | 13,072 | $985 | 12/31/2023 |
Levin Easterly Partners LLC | 13,072 | $985 | 12/31/2023 |
EFA | 13,072 | $985 | 12/31/2023 |
High Net Worth Advisory Group LLC | 12,250 | $978 | 03/31/2024 |
EFA | 12,250 | $978 | 03/31/2024 |
Aspen Investment Management Inc | 12,208 | $975 | 03/31/2024 |
EFA | 12,208 | $975 | 03/31/2024 |
Sentinel Trust Co. LBA | 12,931 | $974 | 12/31/2023 |
EFA | 12,931 | $974 | 12/31/2023 |
TNF LLC | 12,514 | $972 | 03/31/2024 |
EFA | 12,514 | $972 | 03/31/2024 |
Waldron Private Wealth LLC | 12,887 | $971 | 12/31/2023 |
EFA | 12,887 | $971 | 12/31/2023 |
Cynosure Management LLC | 12,881 | $971 | 12/31/2023 |
EFA | 12,881 | $971 | 12/31/2023 |
Lansing Street Advisors | 12,831 | $967 | 12/31/2023 |
EFA | 12,831 | $967 | 12/31/2023 |
AdvisorNet Financial Inc | 12,093 | $966 | 03/31/2024 |
EFA | 12,093 | $966 | 03/31/2024 |
DF Dent & Co. Inc. | 12,768 | $962 | 12/31/2023 |
EFA | 12,768 | $962 | 12/31/2023 |
SC&H Financial Advisors Inc. | 12,751 | $961 | 12/31/2023 |
EFA | 12,751 | $961 | 12/31/2023 |
Brandywine Oak Private Wealth LLC | 12,743 | $960 | 12/31/2023 |
EFA | 12,743 | $960 | 12/31/2023 |
Earnest Partners LLC | 12,687 | $956 | 12/31/2023 |
EFA | 12,687 | $956 | 12/31/2023 |
Eagle Strategies LLC | 11,956 | $955 | 03/31/2024 |
EFA | 11,956 | $955 | 03/31/2024 |
Montag A & Associates Inc. | 12,659 | $954 | 12/31/2023 |
EFA | 12,659 | $954 | 12/31/2023 |
Northeast Investment Management | 12,608 | $950 | 12/31/2023 |
EFA | 12,608 | $950 | 12/31/2023 |
Cyndeo Wealth Partners LLC | 11,806 | $943 | 03/31/2024 |
EFA | 11,806 | $943 | 03/31/2024 |
SageView Advisory Group LLC | 12,484 | $941 | 12/31/2023 |
EFA | 12,484 | $941 | 12/31/2023 |
Axxcess Wealth Management LLC | 12,470 | $940 | 12/31/2023 |
EFA | 12,470 | $940 | 12/31/2023 |
Victory Capital Management Inc. | 12,457 | $939 | 12/31/2023 |
EFA | 12,457 | $939 | 12/31/2023 |
MBL Wealth LLC | 11,713 | $935 | 03/31/2024 |
EFA | 11,713 | $935 | 03/31/2024 |
Wells Trecaso Financial Group LLC | 11,643 | $930 | 03/31/2024 |
EFA | 11,643 | $930 | 03/31/2024 |
Baron Wealth Management LLC | 12,295 | $926 | 12/31/2023 |
EFA | 12,295 | $926 | 12/31/2023 |
Wealth Alliance | 12,282 | $925 | 12/31/2023 |
EFA | 12,282 | $925 | 12/31/2023 |
Transcend Wealth Collective LLC | 12,159 | $916 | 12/31/2023 |
EFA | 12,159 | $916 | 12/31/2023 |
Cambridge Trust Co. | 12,144 | $915 | 12/31/2023 |
EFA | 12,144 | $915 | 12/31/2023 |
Adirondack Trust Co. | 11,447 | $914 | 03/31/2024 |
EFA | 11,447 | $914 | 03/31/2024 |
McIlrath & Eck LLC | 12,038 | $907 | 12/31/2023 |
EFA | 12,038 | $907 | 12/31/2023 |
Garde Capital Inc. | 11,995 | $904 | 12/31/2023 |
EFA | 11,995 | $904 | 12/31/2023 |
Capital Planning Advisors LLC | 12,002 | $904 | 12/31/2023 |
EFA | 12,002 | $904 | 12/31/2023 |
Keystone Wealth Services LLC | 11,313 | $903 | 03/31/2024 |
EFA | 11,313 | $903 | 03/31/2024 |
GW&K Investment Management LLC | 11,898 | $897 | 12/31/2023 |
EFA | 11,898 | $897 | 12/31/2023 |
Financial Partners Group LLC | 11,153 | $891 | 03/31/2024 |
EFA | 11,153 | $891 | 03/31/2024 |
Pointe Capital Management LLC | 11,829 | $891 | 12/31/2023 |
EFA | 11,829 | $891 | 12/31/2023 |
TCW Group Inc. | 11,810 | $890 | 12/31/2023 |
EFA | 11,810 | $890 | 12/31/2023 |
Sapient Capital LLC | 11,113 | $887 | 03/31/2024 |
EFA | 11,113 | $887 | 03/31/2024 |
Breakwater Capital Group | 11,094 | $886 | 03/31/2024 |
EFA | 11,094 | $886 | 03/31/2024 |
Texas Yale Capital Corp. | 11,738 | $884 | 12/31/2023 |
EFA | 11,738 | $884 | 12/31/2023 |
MMA Asset Management LLC | 11,709 | $882 | 12/31/2023 |
EFA | 11,709 | $882 | 12/31/2023 |
American National Bank | 11,038 | $881 | 03/31/2024 |
EFA | 11,038 | $881 | 03/31/2024 |
Kovitz Investment Group Partners LLC | 11,686 | $881 | 12/31/2023 |
EFA | 11,686 | $881 | 12/31/2023 |
Gillespie Robinson & Grimm Inc. | 11,020 | $880 | 03/31/2024 |
EFA | 11,020 | $880 | 03/31/2024 |
Levy Wealth Management Group LLC | 11,623 | $876 | 03/31/2024 |
EFA | 11,623 | $876 | 03/31/2024 |
Ritter Daniher Financial Advisory LLC DE | 11,612 | $875 | 12/31/2023 |
EFA | 11,612 | $875 | 12/31/2023 |
Truefg LLC | 10,931 | $873 | 03/31/2024 |
EFA | 10,931 | $873 | 03/31/2024 |
Ameritas Investment Partners Inc. | 11,568 | $872 | 12/31/2023 |
EFA | 11,568 | $872 | 12/31/2023 |
Saxon Interests Inc. | 10,904 | $871 | 03/31/2024 |
EFA | 10,904 | $871 | 03/31/2024 |
Montis Financial LLC | 10,860 | $867 | 03/31/2024 |
EFA | 10,860 | $867 | 03/31/2024 |
Ironwood Investment Counsel LLC | 11,508 | $867 | 12/31/2023 |
EFA | 11,508 | $867 | 12/31/2023 |
Private Client Services LLC | 11,476 | $865 | 12/31/2023 |
EFA | 11,476 | $865 | 12/31/2023 |
Salem Investment Counselors Inc. | 10,805 | $863 | 03/31/2024 |
EFA | 10,805 | $863 | 03/31/2024 |
Doliver Advisors LP | 10,780 | $861 | 03/31/2024 |
EFA | 10,780 | $861 | 03/31/2024 |
Berkshire Bank | 10,778 | $861 | 03/31/2024 |
EFA | 10,778 | $861 | 03/31/2024 |
Pensionmark Financial Group LLC | 11,417 | $860 | 12/31/2023 |
EFA | 11,417 | $860 | 12/31/2023 |
Fishman Jay A Ltd. MI | 10,750 | $858 | 03/31/2024 |
EFA | 10,750 | $858 | 03/31/2024 |
Financial Services Advisory Inc | 11,354 | $856 | 12/31/2023 |
EFA | 11,354 | $856 | 12/31/2023 |
Brookmont Capital Management | 10,672 | $852 | 03/31/2024 |
EFA | 10,672 | $852 | 03/31/2024 |
Disciplined Investments LLC | 10,600 | $847 | 03/31/2024 |
EFA | 10,600 | $847 | 03/31/2024 |
Ronald Blue Trust Inc. | 12,298 | $847 | 12/31/2023 |
EFA | 12,298 | $847 | 12/31/2023 |
O Dell Group LLC | 11,230 | $846 | 12/31/2023 |
EFA | 11,230 | $846 | 12/31/2023 |
Waypoint Capital Advisors LLC | 11,230 | $846 | 12/31/2023 |
EFA | 11,230 | $846 | 12/31/2023 |
WealthShield Partners LLC | 11,217 | $845 | 12/31/2023 |
EFA | 11,217 | $845 | 12/31/2023 |
Private Wealth Group LLC | 10,569 | $844 | 03/31/2024 |
EFA | 10,569 | $844 | 03/31/2024 |
Harbour Investments Inc. | 11,195 | $844 | 12/31/2023 |
EFA | 11,195 | $844 | 12/31/2023 |
Highland Capital Management LLC | 11,168 | $842 | 12/31/2023 |
EFA | 11,168 | $842 | 12/31/2023 |
Park National Corp OH | 10,510 | $839 | 03/31/2024 |
EFA | 10,510 | $839 | 03/31/2024 |
Ifrah Financial Services Inc. | 11,124 | $838 | 12/31/2023 |
EFA | 11,124 | $838 | 12/31/2023 |
Sigma Planning Corp | 11,063 | $834 | 12/31/2023 |
EFA | 11,063 | $834 | 12/31/2023 |
Greenup Street Wealth Management LLC | 11,056 | $833 | 12/31/2023 |
EFA | 11,056 | $833 | 12/31/2023 |
Single Point Partners LLC | 10,420 | $832 | 03/31/2024 |
EFA | 10,420 | $832 | 03/31/2024 |
West Bancorporation Inc. | 11,028 | $831 | 12/31/2023 |
EFA | 11,028 | $831 | 12/31/2023 |
tru Independence LLC | 10,398 | $830 | 03/31/2024 |
EFA | 10,398 | $830 | 03/31/2024 |
UMA Financial Services Inc. | 10,819 | $825 | 03/31/2024 |
EFA | 10,819 | $825 | 03/31/2024 |
Forum Financial Management LP | 10,824 | $816 | 12/31/2023 |
EFA | 10,824 | $816 | 12/31/2023 |
Pine Haven Investment Counsel Inc | 10,197 | $814 | 03/31/2024 |
EFA | 10,197 | $814 | 03/31/2024 |
German American Bancorp Inc. | 10,801 | $814 | 12/31/2023 |
EFA | 10,801 | $814 | 12/31/2023 |
CFM Wealth Partners LLC | 10,175 | $813 | 03/31/2024 |
EFA | 10,175 | $813 | 03/31/2024 |
Peterson Wealth Advisors LLC | 10,092 | $806 | 03/31/2024 |
EFA | 10,092 | $806 | 03/31/2024 |
Westwood Holdings Group Inc. | 10,689 | $805 | 12/31/2023 |
EFA | 10,689 | $805 | 12/31/2023 |
Zions Bancorporation N.A. | 10,675 | $804 | 12/31/2023 |
EFA | 10,675 | $804 | 12/31/2023 |
Financial Planning & Information Services Inc. | 10,675 | $804 | 12/31/2023 |
EFA | 10,675 | $804 | 12/31/2023 |
Insigneo Advisory Services LLC | 10,651 | $803 | 12/31/2023 |
EFA | 10,651 | $803 | 12/31/2023 |
BlueSky Wealth Advisors LLC | 10,027 | $801 | 03/31/2024 |
EFA | 10,027 | $801 | 03/31/2024 |
Cary Street Partners Asset Management LLC | 10,553 | $795 | 12/31/2023 |
EFA | 10,553 | $795 | 12/31/2023 |
Aperture Investors LLC | 10,532 | $794 | 12/31/2023 |
EFA | 10,532 | $794 | 12/31/2023 |
Deroy & Devereaux Private Investment Counsel Inc. | 9,850 | $787 | 03/31/2024 |
EFA | 9,850 | $787 | 03/31/2024 |
Beese Fulmer Investment Management Inc. | 9,835 | $785 | 03/31/2024 |
EFA | 9,835 | $785 | 03/31/2024 |
Wintrust Investments LLC | 10,351 | $780 | 12/31/2023 |
EFA | 10,351 | $780 | 12/31/2023 |
Shayne & CO. LLC | 10,323 | $778 | 12/31/2023 |
EFA | 10,323 | $778 | 12/31/2023 |
Kavar Capital Partners Group LLC | 10,304 | $776 | 12/31/2023 |
EFA | 10,304 | $776 | 12/31/2023 |
ESL Trust Services LLC | 10,247 | $772 | 12/31/2023 |
EFA | 10,247 | $772 | 12/31/2023 |
Argent Advisors Inc. | 10,212 | $769 | 12/31/2023 |
EFA | 10,212 | $769 | 12/31/2023 |
Ullmann Financial Group Inc. | 10,102 | $761 | 12/31/2023 |
EFA | 10,102 | $761 | 12/31/2023 |
Macroview Investment Management LLC | 10,061 | $758 | 12/31/2023 |
EFA | 10,061 | $758 | 12/31/2023 |
First County Bank CT | 10,063 | $758 | 12/31/2023 |
EFA | 10,063 | $758 | 12/31/2023 |
InterOcean Capital Group LLC | 10,010 | $754 | 12/31/2023 |
EFA | 10,010 | $754 | 12/31/2023 |
MTM Investment Management LLC | 9,366 | $748 | 03/31/2024 |
EFA | 9,366 | $748 | 03/31/2024 |
Stephenson & Company Inc. | 9,899 | $746 | 12/31/2023 |
EFA | 9,899 | $746 | 12/31/2023 |
O Connor Financial Group LLC | 9,314 | $744 | 03/31/2024 |
EFA | 9,314 | $744 | 03/31/2024 |
Cypress Capital Group | 9,839 | $741 | 12/31/2023 |
EFA | 9,839 | $741 | 12/31/2023 |
IFG Advisory LLC | 9,788 | $738 | 12/31/2023 |
EFA | 9,788 | $738 | 12/31/2023 |
Private Wealth Management Group LLC | 9,800 | $738 | 12/31/2023 |
EFA | 9,800 | $738 | 12/31/2023 |
Wealthgate Family Office LLC | 9,782 | $737 | 12/31/2023 |
EFA | 9,782 | $737 | 12/31/2023 |
SeaCrest Wealth Management LLC | 9,214 | $736 | 03/31/2024 |
EFA | 9,214 | $736 | 03/31/2024 |
Whalerock Point Partners LLC | 9,750 | $735 | 12/31/2023 |
EFA | 9,750 | $735 | 12/31/2023 |
Meridian Investment Counsel Inc. | 9,752 | $735 | 12/31/2023 |
EFA | 9,752 | $735 | 12/31/2023 |
Landmark Financial Advisors LLC | 9,753 | $735 | 12/31/2023 |
EFA | 9,753 | $735 | 12/31/2023 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 9,750 | $735 | 12/31/2023 |
EFA | 9,750 | $735 | 12/31/2023 |
Oak Harbor Wealth Partners LLC | 9,193 | $734 | 03/31/2024 |
EFA | 9,193 | $734 | 03/31/2024 |
Flagship Harbor Advisors LLC | 9,150 | $731 | 03/31/2024 |
EFA | 9,150 | $731 | 03/31/2024 |
Kanawha Capital Management LLC | 9,702 | $731 | 12/31/2023 |
EFA | 9,702 | $731 | 12/31/2023 |
Security Financial Services INC. | 9,134 | $729 | 03/31/2024 |
EFA | 9,134 | $729 | 03/31/2024 |
Lcnb Corp | 9,676 | $729 | 12/31/2023 |
EFA | 9,676 | $729 | 12/31/2023 |
Formidable Asset Management LLC | 9,635 | $726 | 12/31/2023 |
EFA | 9,635 | $726 | 12/31/2023 |
Howland Capital Management LLC | 9,619 | $725 | 12/31/2023 |
EFA | 9,619 | $725 | 12/31/2023 |
Vivaldi Capital Management LLC | 9,746 | $724 | 12/31/2023 |
EFA | 9,746 | $724 | 12/31/2023 |
Alley Investment Management Company LLC | 9,567 | $721 | 12/31/2023 |
EFA | 9,567 | $721 | 12/31/2023 |
Sunbelt Securities Inc. | 9,016 | $720 | 03/31/2024 |
EFA | 9,016 | $720 | 03/31/2024 |
Davis R M Inc. | 9,549 | $720 | 12/31/2023 |
EFA | 9,549 | $720 | 12/31/2023 |
CENTRAL TRUST Co | 8,974 | $717 | 03/31/2024 |
EFA | 8,974 | $717 | 03/31/2024 |
Canopy Partners LLC | 9,479 | $714 | 12/31/2023 |
EFA | 9,479 | $714 | 12/31/2023 |
Icon Wealth Advisors LLC | 9,481 | $714 | 12/31/2023 |
EFA | 9,481 | $714 | 12/31/2023 |
Burney Co. | 9,464 | $713 | 12/31/2023 |
EFA | 9,464 | $713 | 12/31/2023 |
Family Capital Trust Co | 8,907 | $711 | 03/31/2024 |
EFA | 8,907 | $711 | 03/31/2024 |
Main Street Research LLC | 9,400 | $708 | 12/31/2023 |
EFA | 9,400 | $708 | 12/31/2023 |
Next Capital Management LLC | 9,366 | $706 | 12/31/2023 |
EFA | 9,366 | $706 | 12/31/2023 |
Colonial Trust Co SC | 9,351 | $705 | 12/31/2023 |
EFA | 9,351 | $705 | 12/31/2023 |
Arcus Capital Partners LLC | 8,752 | $699 | 03/31/2024 |
EFA | 8,752 | $699 | 03/31/2024 |
Bank of Stockton | 8,718 | $696 | 03/31/2024 |
EFA | 8,718 | $696 | 03/31/2024 |
Integrated Investment Consultants LLC | 8,650 | $691 | 03/31/2024 |
EFA | 8,650 | $691 | 03/31/2024 |
Klingenstein Fields & Co. LP | 9,165 | $691 | 12/31/2023 |
EFA | 9,165 | $691 | 12/31/2023 |
Tocqueville Asset Management L.P. | 9,167 | $691 | 12/31/2023 |
EFA | 9,167 | $691 | 12/31/2023 |
Prosperity Consulting Group LLC | 9,165 | $691 | 12/31/2023 |
EFA | 9,165 | $691 | 12/31/2023 |
Elgethun Capital Management | 9,137 | $688 | 12/31/2023 |
EFA | 9,137 | $688 | 12/31/2023 |
Conservest Capital Advisors Inc. | 9,111 | $687 | 12/31/2023 |
EFA | 9,111 | $687 | 12/31/2023 |
Reston Wealth Management LLC | 9,120 | $687 | 12/31/2023 |
EFA | 9,120 | $687 | 12/31/2023 |
Guidance Point Advisors LLC | 9,103 | $686 | 12/31/2023 |
EFA | 9,103 | $686 | 12/31/2023 |
Archford Capital Strategies LLC | 8,580 | $685 | 03/31/2024 |
EFA | 8,580 | $685 | 03/31/2024 |
TFG Advisers LLC | 9,050 | $682 | 12/31/2023 |
EFA | 9,050 | $682 | 12/31/2023 |
Innealta Capital LLC | 8,966 | $676 | 12/31/2023 |
EFA | 8,966 | $676 | 12/31/2023 |
FinTrust Capital Advisors LLC | 8,960 | $675 | 12/31/2023 |
EFA | 8,960 | $675 | 12/31/2023 |
Alpha Omega Wealth Management LLC | 8,435 | $674 | 03/31/2024 |
EFA | 8,435 | $674 | 03/31/2024 |
Keudell Morrison Wealth Management | 8,951 | $674 | 12/31/2023 |
EFA | 8,951 | $674 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 8,859 | $668 | 12/31/2023 |
EFA | 8,859 | $668 | 12/31/2023 |
Missouri Trust & Investment Co | 8,865 | $668 | 12/31/2023 |
EFA | 8,865 | $668 | 12/31/2023 |
Cypress Financial Planning LLC | 8,340 | $666 | 03/31/2024 |
EFA | 8,340 | $666 | 03/31/2024 |
Sax Wealth Advisors LLC | 8,823 | $665 | 12/31/2023 |
EFA | 8,823 | $665 | 12/31/2023 |
Apeiron RIA LLC | 8,291 | $662 | 03/31/2024 |
EFA | 8,291 | $662 | 03/31/2024 |
Family Management Corp | 8,787 | $662 | 12/31/2023 |
EFA | 8,787 | $662 | 12/31/2023 |
Fidelity D & D Bancorp Inc. | 8,244 | $658 | 03/31/2024 |
EFA | 8,244 | $658 | 03/31/2024 |
Vontobel Holding Ltd. | 8,732 | $658 | 12/31/2023 |
EFA | 8,732 | $658 | 12/31/2023 |
Acima Private Wealth LLC | 8,725 | $657 | 12/31/2023 |
EFA | 8,725 | $657 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 8,203 | $655 | 03/31/2024 |
EFA | 8,203 | $655 | 03/31/2024 |
Hudson Portfolio Management LLC | 8,671 | $653 | 12/31/2023 |
EFA | 8,671 | $653 | 12/31/2023 |
Waterford Advisors LLC | 8,660 | $653 | 12/31/2023 |
EFA | 8,660 | $653 | 12/31/2023 |
Empirical Asset Management LLC | 8,658 | $652 | 12/31/2023 |
EFA | 8,658 | $652 | 12/31/2023 |
Bordeaux Wealth Advisors LLC | 8,645 | $651 | 12/31/2023 |
EFA | 8,645 | $651 | 12/31/2023 |
Cetera Trust Company N.A | 8,625 | $650 | 12/31/2023 |
EFA | 8,625 | $650 | 12/31/2023 |
Oarsman Capital Inc. | 8,595 | $648 | 12/31/2023 |
EFA | 8,595 | $648 | 12/31/2023 |
Schwab Charitable Fund | 8,587 | $647 | 12/31/2023 |
EFA | 8,587 | $647 | 12/31/2023 |
Townsend Asset Management Corp NC ADV | 8,544 | $644 | 12/31/2023 |
EFA | 8,544 | $644 | 12/31/2023 |
Camden Capital LLC | 8,503 | $641 | 12/31/2023 |
EFA | 8,503 | $641 | 12/31/2023 |
Forum Private Client Group LLC | 8,488 | $640 | 12/31/2023 |
EFA | 8,488 | $640 | 12/31/2023 |
Optimum Investment Advisors | 8,005 | $639 | 03/31/2024 |
EFA | 8,005 | $639 | 03/31/2024 |
Culbertson A N & Co. Inc. | 8,483 | $639 | 12/31/2023 |
EFA | 8,483 | $639 | 12/31/2023 |
Douglass Winthrop Advisors LLC | 8,485 | $639 | 12/31/2023 |
EFA | 8,485 | $639 | 12/31/2023 |
Duncker Streett & Co. Inc. | 7,931 | $633 | 03/31/2024 |
EFA | 7,931 | $633 | 03/31/2024 |
Independent Advisor Alliance | 8,384 | $632 | 12/31/2023 |
EFA | 8,384 | $632 | 12/31/2023 |
Beirne Wealth Consulting Services LLC | 8,391 | $632 | 12/31/2023 |
EFA | 8,391 | $632 | 12/31/2023 |
D. Scott Neal Inc. | 7,900 | $631 | 03/31/2024 |
EFA | 7,900 | $631 | 03/31/2024 |
Good Life Advisors LLC | 8,341 | $629 | 12/31/2023 |
EFA | 8,341 | $629 | 12/31/2023 |
Hohimer Wealth Management LLC | 8,331 | $628 | 12/31/2023 |
EFA | 8,331 | $628 | 12/31/2023 |
Clifford Swan Investment Counsel LLC | 7,845 | $627 | 03/31/2024 |
EFA | 7,845 | $627 | 03/31/2024 |
SimpliFi Inc. | 7,847 | $627 | 03/31/2024 |
EFA | 7,847 | $627 | 03/31/2024 |
ZRC Wealth Management LLC | 7,840 | $626 | 03/31/2024 |
EFA | 7,840 | $626 | 03/31/2024 |
ST Germain D J Co. Inc. | 7,816 | $624 | 03/31/2024 |
EFA | 7,816 | $624 | 03/31/2024 |
Norway Savings Bank | 7,780 | $621 | 03/31/2024 |
EFA | 7,780 | $621 | 03/31/2024 |
Savvy Advisors Inc. | 8,239 | $621 | 12/31/2023 |
EFA | 8,239 | $621 | 12/31/2023 |
Parcion Private Wealth LLC | 7,761 | $620 | 03/31/2024 |
EFA | 7,761 | $620 | 03/31/2024 |
International Assets Investment Management LLC | 7,792 | $620 | 03/31/2024 |
EFA | 7,792 | $620 | 03/31/2024 |
Burt Wealth Advisors | 7,728 | $617 | 03/31/2024 |
EFA | 7,728 | $617 | 03/31/2024 |
Gilman Hill Asset Management LLC | 7,713 | $616 | 03/31/2024 |
EFA | 7,713 | $616 | 03/31/2024 |
Mine & Arao Wealth Creation & Management LLC. | 8,169 | $616 | 12/31/2023 |
EFA | 8,169 | $616 | 12/31/2023 |
EisnerAmper Wealth Management Corporate Benefits LLC | 8,160 | $615 | 12/31/2023 |
EFA | 8,160 | $615 | 12/31/2023 |
Leo Wealth LLC | 8,044 | $615 | 12/31/2023 |
EFA | 8,044 | $615 | 12/31/2023 |
Objective Capital Management LLC | 8,143 | $614 | 12/31/2023 |
EFA | 8,143 | $614 | 12/31/2023 |
Relyea Zuckerberg Hanson LLC | 7,633 | $610 | 03/31/2024 |
EFA | 7,633 | $610 | 03/31/2024 |
Clarity Financial LLC | 7,633 | $610 | 03/31/2024 |
EFA | 7,633 | $610 | 03/31/2024 |
Northstar Group Inc. | 7,599 | $607 | 03/31/2024 |
EFA | 7,599 | $607 | 03/31/2024 |
Northeast Financial Consultants Inc | 8,050 | $607 | 12/31/2023 |
EFA | 8,050 | $607 | 12/31/2023 |
Zeit Capital LLC | 8,052 | $607 | 12/31/2023 |
EFA | 8,052 | $607 | 12/31/2023 |
Phocas Financial Corp. | 7,520 | $601 | 03/31/2024 |
EFA | 7,520 | $601 | 03/31/2024 |
Perritt Capital Management Inc. | 7,971 | $601 | 12/31/2023 |
EFA | 7,971 | $601 | 12/31/2023 |
Heritage Trust Co | 7,970 | $601 | 12/31/2023 |
EFA | 7,970 | $601 | 12/31/2023 |
Sabal Trust CO | 7,959 | $600 | 12/31/2023 |
EFA | 7,959 | $600 | 12/31/2023 |
JNBA Financial Advisors | 7,487 | $598 | 03/31/2024 |
EFA | 7,487 | $598 | 03/31/2024 |
Exchange Bank | 7,484 | $598 | 03/31/2024 |
EFA | 7,484 | $598 | 03/31/2024 |
Baker Avenue Asset Management LP | 7,843 | $591 | 12/31/2023 |
EFA | 7,843 | $591 | 12/31/2023 |
Amplius Wealth Advisors LLC | 7,363 | $588 | 03/31/2024 |
EFA | 7,363 | $588 | 03/31/2024 |
TI Trust Inc. | 7,340 | $586 | 03/31/2024 |
EFA | 7,340 | $586 | 03/31/2024 |
Journey Advisory Group LLC | 7,774 | $586 | 12/31/2023 |
EFA | 7,774 | $586 | 12/31/2023 |
Keebeck Wealth Management LLC | 7,752 | $584 | 12/31/2023 |
EFA | 7,752 | $584 | 12/31/2023 |
MONECO Advisors LLC | 7,281 | $581 | 03/31/2024 |
EFA | 7,281 | $581 | 03/31/2024 |
Beaird Harris Wealth Management LLC | 7,704 | $581 | 12/31/2023 |
EFA | 7,704 | $581 | 12/31/2023 |
Sage Capital Advisors llc | 7,234 | $578 | 03/31/2024 |
EFA | 7,234 | $578 | 03/31/2024 |
Essex Savings Bank | 7,657 | $577 | 03/31/2024 |
EFA | 7,657 | $577 | 03/31/2024 |
Signal Advisors Wealth LLC | 7,178 | $573 | 03/31/2024 |
EFA | 7,178 | $573 | 03/31/2024 |
Foguth Wealth Management LLC. | 7,178 | $573 | 03/31/2024 |
EFA | 7,178 | $573 | 03/31/2024 |
Aspen Grove Capital LLC | 7,585 | $572 | 12/31/2023 |
EFA | 7,585 | $572 | 12/31/2023 |
Trilogy Capital Inc. | 7,149 | $571 | 03/31/2024 |
EFA | 7,149 | $571 | 03/31/2024 |
Magnus Financial Group LLC | 7,582 | $571 | 12/31/2023 |
EFA | 7,582 | $571 | 12/31/2023 |
JDM Financial Group LLC | 7,583 | $571 | 12/31/2023 |
EFA | 7,583 | $571 | 12/31/2023 |
Garrett Investment Advisors LLC | 7,138 | $570 | 03/31/2024 |
EFA | 7,138 | $570 | 03/31/2024 |
Austin Asset Management Co Inc | 7,127 | $569 | 03/31/2024 |
EFA | 7,127 | $569 | 03/31/2024 |
Traverso Chambers Private Wealth Management LLC | 7,504 | $565 | 12/31/2023 |
EFA | 7,504 | $565 | 12/31/2023 |
SPC Financial Inc. | 7,480 | $564 | 12/31/2023 |
EFA | 7,480 | $564 | 12/31/2023 |
Edgestream Partners L.P. | 7,473 | $563 | 12/31/2023 |
EFA | 7,473 | $563 | 12/31/2023 |
Armbruster Capital Management Inc. | 7,452 | $562 | 12/31/2023 |
EFA | 7,452 | $562 | 12/31/2023 |
Trust Co. of Oklahoma | 7,000 | $559 | 03/31/2024 |
EFA | 7,000 | $559 | 03/31/2024 |
Bond & Devick Financial Network Inc. | 7,003 | $559 | 03/31/2024 |
EFA | 7,003 | $559 | 03/31/2024 |
Stelac Advisory Services LLC | 7,415 | $559 | 12/31/2023 |
EFA | 7,415 | $559 | 12/31/2023 |
CGC Financial Services LLC | 6,974 | $557 | 03/31/2024 |
EFA | 6,974 | $557 | 03/31/2024 |
Liberty Wealth Management LLC | 8,091 | $557 | 12/31/2023 |
EFA | 8,091 | $557 | 12/31/2023 |
PBMares Wealth Management LLC | 7,396 | $557 | 12/31/2023 |
EFA | 7,396 | $557 | 12/31/2023 |
SignalPoint Asset Management LLC | 6,960 | $556 | 03/31/2024 |
EFA | 6,960 | $556 | 03/31/2024 |
Lifeworks Advisors LLC | 7,365 | $555 | 12/31/2023 |
EFA | 7,365 | $555 | 12/31/2023 |
Baltimore Washington Financial Advisors Inc. | 7,352 | $554 | 12/31/2023 |
EFA | 7,352 | $554 | 12/31/2023 |
Personal CFO Solutions LLC | 7,340 | $553 | 12/31/2023 |
EFA | 7,340 | $553 | 12/31/2023 |
John W. Brooker & Co. CPAs | 6,894 | $551 | 03/31/2024 |
EFA | 6,894 | $551 | 03/31/2024 |
Peak Asset Management LLC | 7,310 | $551 | 12/31/2023 |
EFA | 7,310 | $551 | 12/31/2023 |
Camden National Bank | 7,288 | $549 | 12/31/2023 |
EFA | 7,288 | $549 | 12/31/2023 |
Ancora Advisors LLC | 7,263 | $547 | 12/31/2023 |
EFA | 7,263 | $547 | 12/31/2023 |
Moloney Securities Asset Management LLC | 7,262 | $547 | 12/31/2023 |
EFA | 7,262 | $547 | 12/31/2023 |
Sentry LLC | 6,837 | $546 | 03/31/2024 |
EFA | 6,837 | $546 | 03/31/2024 |
DDFG Inc | 7,197 | $542 | 12/31/2023 |
EFA | 7,197 | $542 | 12/31/2023 |
Sageworth Trust Co of South Dakota | 6,700 | $535 | 03/31/2024 |
EFA | 6,700 | $535 | 03/31/2024 |
GHP Investment Advisors Inc. | 6,684 | $534 | 03/31/2024 |
EFA | 6,684 | $534 | 03/31/2024 |
RKL Wealth Management LLC | 7,091 | $534 | 12/31/2023 |
EFA | 7,091 | $534 | 12/31/2023 |
Apella Capital LLC | 6,694 | $531 | 03/31/2024 |
EFA | 6,694 | $531 | 03/31/2024 |
Topel & Distasi Wealth Management LLC | 7,019 | $529 | 12/31/2023 |
EFA | 7,019 | $529 | 12/31/2023 |
Bangor Savings Bank | 6,610 | $528 | 03/31/2024 |
EFA | 6,610 | $528 | 03/31/2024 |
Leisure Capital Management | 6,994 | $527 | 12/31/2023 |
EFA | 6,994 | $527 | 12/31/2023 |
Anchor Investment Management LLC | 6,979 | $526 | 12/31/2023 |
EFA | 6,979 | $526 | 12/31/2023 |
Peoples Bank KS | 6,571 | $525 | 03/31/2024 |
EFA | 6,571 | $525 | 03/31/2024 |
Asset Dedication LLC | 6,565 | $524 | 03/31/2024 |
EFA | 6,565 | $524 | 03/31/2024 |
Tilson Financial Group Inc. | 6,527 | $521 | 03/31/2024 |
EFA | 6,527 | $521 | 03/31/2024 |
Monte Financial Group LLC | 6,881 | $518 | 12/31/2023 |
EFA | 6,881 | $518 | 12/31/2023 |
Chemistry Wealth Management LLC | 6,471 | $517 | 03/31/2024 |
EFA | 6,471 | $517 | 03/31/2024 |
Kingswood Wealth Advisors LLC | 6,477 | $517 | 03/31/2024 |
EFA | 6,477 | $517 | 03/31/2024 |
Financial Guidance Group Inc. | 6,862 | $517 | 12/31/2023 |
EFA | 6,862 | $517 | 12/31/2023 |
Regent Peak Wealth Advisors LLC | 6,841 | $515 | 12/31/2023 |
EFA | 6,841 | $515 | 12/31/2023 |
OLD Second National Bank of Aurora | 6,804 | $513 | 12/31/2023 |
EFA | 6,804 | $513 | 12/31/2023 |
KC Investment Advisors LLC | 6,802 | $513 | 12/31/2023 |
EFA | 6,802 | $513 | 12/31/2023 |
Elevatus Welath Management | 6,812 | $513 | 12/31/2023 |
EFA | 6,812 | $513 | 12/31/2023 |
TFC Financial Management | 6,789 | $512 | 12/31/2023 |
EFA | 6,789 | $512 | 12/31/2023 |
Fairhaven Wealth Management LLC | 6,775 | $511 | 12/31/2023 |
EFA | 6,775 | $511 | 12/31/2023 |
Private Portfolio Partners LLC | 6,770 | $510 | 12/31/2023 |
EFA | 6,770 | $510 | 12/31/2023 |
LJI Wealth Management LLC | 6,774 | $510 | 12/31/2023 |
EFA | 6,774 | $510 | 12/31/2023 |
Brand Asset Management Group Inc. | 6,729 | $507 | 12/31/2023 |
EFA | 6,729 | $507 | 12/31/2023 |
Altman Advisors Inc. | 6,706 | $505 | 12/31/2023 |
EFA | 6,706 | $505 | 12/31/2023 |
FNY Investment Advisers LLC | 6,700 | $504 | 12/31/2023 |
EFA | 6,700 | $504 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 6,265 | $500 | 03/31/2024 |
EFA | 6,265 | $500 | 03/31/2024 |
Taddei Ludwig & Associates Inc. | 6,232 | $498 | 03/31/2024 |
EFA | 6,232 | $498 | 03/31/2024 |
PFG Investments LLC | 6,182 | $494 | 03/31/2024 |
EFA | 6,182 | $494 | 03/31/2024 |
SkyOak Wealth LLC | 6,542 | $493 | 12/31/2023 |
EFA | 6,542 | $493 | 12/31/2023 |
McCollum Christoferson Group LLC | 6,100 | $487 | 03/31/2024 |
EFA | 6,100 | $487 | 03/31/2024 |
Insight Wealth Strategies LLC | 6,083 | $486 | 03/31/2024 |
EFA | 6,083 | $486 | 03/31/2024 |
Sage Rhino Capital LLC | 6,075 | $485 | 03/31/2024 |
EFA | 6,075 | $485 | 03/31/2024 |
HM Payson & Co. | 6,425 | $484 | 12/31/2023 |
EFA | 6,425 | $484 | 12/31/2023 |
Callan Capital LLC | 6,401 | $482 | 12/31/2023 |
EFA | 6,401 | $482 | 12/31/2023 |
Atlantic Union Bankshares Corp | 6,001 | $479 | 03/31/2024 |
EFA | 6,001 | $479 | 03/31/2024 |
Howard Wealth Management LLC | 6,359 | $479 | 12/31/2023 |
EFA | 6,359 | $479 | 12/31/2023 |
Mascoma Wealth Management LLC | 6,343 | $478 | 12/31/2023 |
EFA | 6,343 | $478 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 6,345 | $478 | 12/31/2023 |
EFA | 6,345 | $478 | 12/31/2023 |
Clarkston Capital Partners LLC | 6,302 | $475 | 12/31/2023 |
EFA | 6,302 | $475 | 12/31/2023 |
BEAM Asset Management LLC | 6,301 | $475 | 12/31/2023 |
EFA | 6,301 | $475 | 12/31/2023 |
ARK & TLK Investments LLC | 6,306 | $475 | 12/31/2023 |
EFA | 6,306 | $475 | 12/31/2023 |
Colorado Capital Management Inc. | 5,940 | $474 | 03/31/2024 |
EFA | 5,940 | $474 | 03/31/2024 |
RTD Financial Advisors Inc. | 5,907 | $472 | 03/31/2024 |
EFA | 5,907 | $472 | 03/31/2024 |
Collective Family Office LLC | 5,911 | $472 | 03/31/2024 |
EFA | 5,911 | $472 | 03/31/2024 |
O Shaughnessy Asset Management LLC | 6,269 | $472 | 12/31/2023 |
EFA | 6,269 | $472 | 12/31/2023 |
Curi Capital | 6,257 | $471 | 12/31/2023 |
EFA | 6,257 | $471 | 12/31/2023 |
Ellevest Inc. | 6,235 | $470 | 12/31/2023 |
EFA | 6,235 | $470 | 12/31/2023 |
Close Asset Management Ltd | 6,232 | $469 | 12/31/2023 |
EFA | 6,232 | $469 | 12/31/2023 |
Aberdeen Wealth Management LLC | 6,217 | $468 | 12/31/2023 |
EFA | 6,217 | $468 | 12/31/2023 |
Fisher Asset Management LLC | 6,189 | $466 | 12/31/2023 |
EFA | 6,189 | $466 | 12/31/2023 |
Greenwich Wealth Management LLC | 6,185 | $466 | 12/31/2023 |
EFA | 6,185 | $466 | 12/31/2023 |
Security National Bank of SO Dak | 6,170 | $465 | 12/31/2023 |
EFA | 6,170 | $465 | 12/31/2023 |
Bellecapital International Ltd. | 6,166 | $465 | 12/31/2023 |
EFA | 6,166 | $465 | 12/31/2023 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 6,013 | $463 | 03/31/2024 |
EFA | 6,013 | $463 | 03/31/2024 |
Bath Savings Trust Co | 5,762 | $460 | 03/31/2024 |
EFA | 5,762 | $460 | 03/31/2024 |
Frisch Financial Group Inc. | 6,108 | $460 | 12/31/2023 |
EFA | 6,108 | $460 | 12/31/2023 |
Horan Securities Inc. | 6,089 | $459 | 12/31/2023 |
EFA | 6,089 | $459 | 12/31/2023 |
CBIZ Investment Advisory Services LLC | 6,094 | $459 | 12/31/2023 |
EFA | 6,094 | $459 | 12/31/2023 |
Leavell Investment Management Inc. | 5,727 | $457 | 03/31/2024 |
EFA | 5,727 | $457 | 03/31/2024 |
Foundations Investment Advisors LLC | 6,037 | $457 | 12/31/2023 |
EFA | 6,037 | $457 | 12/31/2023 |
Core Wealth Advisors Inc. | 6,070 | $457 | 12/31/2023 |
EFA | 6,070 | $457 | 12/31/2023 |
Operose Advisors LLC | 6,069 | $457 | 12/31/2023 |
EFA | 6,069 | $457 | 12/31/2023 |
STAR Financial Bank | 6,061 | $457 | 12/31/2023 |
EFA | 6,061 | $457 | 12/31/2023 |
Lakeshore Financial Planning Inc. | 6,068 | $457 | 12/31/2023 |
EFA | 6,068 | $457 | 12/31/2023 |
James Investment Research Inc. | 6,055 | $456 | 12/31/2023 |
EFA | 6,055 | $456 | 12/31/2023 |
AQR Capital Management LLC | 6,048 | $456 | 12/31/2023 |
EFA | 6,048 | $456 | 12/31/2023 |
Cutler Group LP | $453 | 03/31/2024 | |
Call | 45,200 | $473 | 03/31/2024 |
Put | 80,800 | $23 | 03/31/2024 |
EFA | 35 | $3 | 03/31/2024 |
Sightline Wealth Advisors LLC | 5,671 | $453 | 03/31/2024 |
EFA | 5,671 | $453 | 03/31/2024 |
Gallacher Capital Management LLC | 5,997 | $452 | 12/31/2023 |
EFA | 5,997 | $452 | 12/31/2023 |
Alpha Financial Advisors LLC | 5,993 | $452 | 12/31/2023 |
EFA | 5,993 | $452 | 12/31/2023 |
YHB Investment Advisors Inc. | 5,636 | $450 | 03/31/2024 |
EFA | 5,636 | $450 | 03/31/2024 |
Strategic Blueprint LLC | 5,631 | $450 | 03/31/2024 |
EFA | 5,631 | $450 | 03/31/2024 |
Landmark Wealth Management LLC | 5,613 | $448 | 03/31/2024 |
EFA | 5,613 | $448 | 03/31/2024 |
SOL Capital Management CO | 5,600 | $447 | 03/31/2024 |
EFA | 5,600 | $447 | 03/31/2024 |
Capital Advisory Group Advisory Services LLC | 5,595 | $447 | 03/31/2024 |
EFA | 5,595 | $447 | 03/31/2024 |
Marshall Financial Group Inc. ADV | 5,932 | $447 | 12/31/2023 |
EFA | 5,932 | $447 | 12/31/2023 |
Wetzel Investment Advisors Inc. | 5,856 | $446 | 03/31/2024 |
EFA | 5,856 | $446 | 03/31/2024 |
Lakeview Capital Partners LLC | 5,907 | $445 | 12/31/2023 |
EFA | 5,907 | $445 | 12/31/2023 |
Taylor Hoffman Wealth Management | 5,877 | $443 | 12/31/2023 |
EFA | 5,877 | $443 | 12/31/2023 |
Investmark Advisory Group LLC | 5,861 | $442 | 12/31/2023 |
EFA | 5,861 | $442 | 12/31/2023 |
Sage Financial Group Inc. | 5,858 | $441 | 12/31/2023 |
EFA | 5,858 | $441 | 12/31/2023 |
Blue Fin Capital Inc. | 5,838 | $440 | 12/31/2023 |
EFA | 5,838 | $440 | 12/31/2023 |
Pacific Sage Partners LLC | 5,497 | $439 | 03/31/2024 |
EFA | 5,497 | $439 | 03/31/2024 |
Sterling Investment Advisors Ltd. | 5,808 | $438 | 12/31/2023 |
EFA | 5,808 | $438 | 12/31/2023 |
Sound View Wealth Advisors Group LLC | 5,788 | $436 | 12/31/2023 |
EFA | 5,788 | $436 | 12/31/2023 |
MBB Public Markets I LLC | 5,765 | $434 | 12/31/2023 |
EFA | 5,765 | $434 | 12/31/2023 |
Oak Family Advisors LLC | 5,425 | $433 | 03/31/2024 |
EFA | 5,425 | $433 | 03/31/2024 |
Long Run Wealth Advisors LLC | 5,426 | $433 | 03/31/2024 |
EFA | 5,426 | $433 | 03/31/2024 |
TCG Advisory Services LLC | 5,752 | $433 | 12/31/2023 |
EFA | 5,752 | $433 | 12/31/2023 |
Valley Financial Group Inc. | 5,729 | $432 | 12/31/2023 |
EFA | 5,729 | $432 | 12/31/2023 |
Essex Financial Services Inc. | 5,369 | $429 | 03/31/2024 |
EFA | 5,369 | $429 | 03/31/2024 |
Bragg Financial Advisors Inc | 5,690 | $429 | 12/31/2023 |
EFA | 5,690 | $429 | 12/31/2023 |
Gables Capital Management Inc. | 5,700 | $429 | 12/31/2023 |
EFA | 5,700 | $429 | 12/31/2023 |
Donaldson Capital Management LLC | 5,362 | $428 | 03/31/2024 |
EFA | 5,362 | $428 | 03/31/2024 |
Pioneer Trust Bank N A OR | 5,333 | $426 | 03/31/2024 |
EFA | 5,333 | $426 | 03/31/2024 |
David Loasby | 5,732 | $425 | 12/31/2023 |
EFA | 5,732 | $425 | 12/31/2023 |
First National Bank & Trust Co. of Newtown | 5,627 | $424 | 12/31/2023 |
EFA | 5,627 | $424 | 12/31/2023 |
Laidlaw Wealth Management LLC | 5,616 | $423 | 12/31/2023 |
EFA | 5,616 | $423 | 12/31/2023 |
Berkeley Capital Partners LLC | 5,598 | $422 | 12/31/2023 |
EFA | 5,598 | $422 | 12/31/2023 |
WP Advisors LLC | 5,603 | $422 | 12/31/2023 |
EFA | 5,603 | $422 | 12/31/2023 |
Northwest Bancshares Inc. | 5,269 | $421 | 03/31/2024 |
EFA | 5,269 | $421 | 03/31/2024 |
Citizens National Bank Trust Department | 5,583 | $421 | 12/31/2023 |
EFA | 5,583 | $421 | 12/31/2023 |
Precision Wealth Strategies LLC | 5,583 | $421 | 12/31/2023 |
EFA | 5,583 | $421 | 12/31/2023 |
Grayhawk Investment Strategies Inc. | 5,572 | $420 | 12/31/2023 |
EFA | 5,572 | $420 | 12/31/2023 |
Total Wealth Planning LLC | 5,232 | $418 | 03/31/2024 |
EFA | 5,232 | $418 | 03/31/2024 |
Jackson Hole Capital Partners LLC | 5,554 | $418 | 12/31/2023 |
EFA | 5,554 | $418 | 12/31/2023 |
Petix & Botte Co | 5,546 | $418 | 12/31/2023 |
EFA | 5,546 | $418 | 12/31/2023 |
Castle Wealth Management LLC | 5,554 | $418 | 12/31/2023 |
EFA | 5,554 | $418 | 12/31/2023 |
Blue Barn Wealth LLC | 5,524 | $416 | 12/31/2023 |
EFA | 5,524 | $416 | 12/31/2023 |
OneAscent Financial Services LLC | 5,195 | $415 | 03/31/2024 |
EFA | 5,195 | $415 | 03/31/2024 |
Signaturefd LLC | 5,508 | $415 | 12/31/2023 |
EFA | 5,508 | $415 | 12/31/2023 |
Jag Capital Management LLC | 5,490 | $414 | 12/31/2023 |
EFA | 5,490 | $414 | 12/31/2023 |
MA Private Wealth | 5,463 | $412 | 12/31/2023 |
EFA | 5,463 | $412 | 12/31/2023 |
Traynor Capital Management Inc. | 5,148 | $411 | 03/31/2024 |
EFA | 5,148 | $411 | 03/31/2024 |
NorthCrest Asset Manangement LLC | 5,145 | $411 | 03/31/2024 |
EFA | 5,145 | $411 | 03/31/2024 |
Fiduciary Group LLC | 5,458 | $411 | 12/31/2023 |
EFA | 5,458 | $411 | 12/31/2023 |
Lincoln Capital Corp | 5,140 | $410 | 03/31/2024 |
EFA | 5,140 | $410 | 03/31/2024 |
Center for Financial Planning Inc. | 5,109 | $408 | 03/31/2024 |
EFA | 5,109 | $408 | 03/31/2024 |
Wealth Architects LLC | 5,407 | $407 | 12/31/2023 |
EFA | 5,407 | $407 | 12/31/2023 |
Wolff Wiese Magana LLC | 5,079 | $406 | 03/31/2024 |
EFA | 5,079 | $406 | 03/31/2024 |
Seven Mile Advisory | 5,391 | $406 | 12/31/2023 |
EFA | 5,391 | $406 | 12/31/2023 |
North Star Asset Management Inc. | 5,366 | $404 | 12/31/2023 |
EFA | 5,366 | $404 | 12/31/2023 |
Romano Brothers AND Company | 5,043 | $403 | 03/31/2024 |
EFA | 5,043 | $403 | 03/31/2024 |
Cornerstone Wealth Management LLC | 5,040 | $402 | 03/31/2024 |
EFA | 5,040 | $402 | 03/31/2024 |
Elwood & Goetz Wealth Advisory Group LLC | 5,033 | $402 | 03/31/2024 |
EFA | 5,033 | $402 | 03/31/2024 |
Forza Wealth Management LLC | 5,000 | $399 | 03/31/2024 |
EFA | 5,000 | $399 | 03/31/2024 |
Samalin Investment Counsel LLC | 5,294 | $399 | 12/31/2023 |
EFA | 5,294 | $399 | 12/31/2023 |
Baker Tilly Financial LLC | 5,277 | $398 | 12/31/2023 |
EFA | 5,277 | $398 | 12/31/2023 |
Horan Capital Advisors LLC. | 5,265 | $397 | 12/31/2023 |
EFA | 5,265 | $397 | 12/31/2023 |
PFG Advisors | 5,236 | $395 | 12/31/2023 |
EFA | 5,236 | $395 | 12/31/2023 |
MKT Advisors LLC | 5,034 | $394 | 03/31/2024 |
EFA | 5,034 | $394 | 03/31/2024 |
Kraft Davis & Associates LLC | 5,244 | $394 | 12/31/2023 |
EFA | 5,244 | $394 | 12/31/2023 |
OMNI 360 Wealth Inc. | 4,914 | $392 | 03/31/2024 |
EFA | 4,914 | $392 | 03/31/2024 |
Richard P Slaughter Associates Inc | $391 | 03/31/2024 | |
Call | 109 | $870 | 03/31/2024 |
Put | 60 | $479 | 03/31/2024 |
Gradient Capital Advisors LLC | 4,885 | $390 | 03/31/2024 |
EFA | 4,885 | $390 | 03/31/2024 |
GM Advisory Group Inc. | 5,164 | $389 | 12/31/2023 |
EFA | 5,164 | $389 | 12/31/2023 |
First Business Financial Services Inc. | 5,128 | $386 | 12/31/2023 |
EFA | 5,128 | $386 | 12/31/2023 |
DBK Financial Counsel LLC | 4,806 | $384 | 03/31/2024 |
EFA | 4,806 | $384 | 03/31/2024 |
Key Financial Inc | 5,094 | $384 | 12/31/2023 |
EFA | 5,094 | $384 | 12/31/2023 |
Index Fund Advisors Inc. | 5,084 | $383 | 12/31/2023 |
EFA | 5,084 | $383 | 12/31/2023 |
Telos Capital Management Inc. | 4,783 | $382 | 03/31/2024 |
EFA | 4,783 | $382 | 03/31/2024 |
HCR Wealth Advisors | 5,062 | $381 | 12/31/2023 |
EFA | 5,062 | $381 | 12/31/2023 |
CNB Bank | 5,052 | $381 | 12/31/2023 |
EFA | 5,052 | $381 | 12/31/2023 |
ORG Partners LLC | 5,016 | $378 | 12/31/2023 |
EFA | 5,016 | $378 | 12/31/2023 |
Foundry Financial Group Inc. | 5,016 | $378 | 12/31/2023 |
EFA | 5,016 | $378 | 12/31/2023 |
Great Lakes Advisors LLC | 5,000 | $377 | 12/31/2023 |
EFA | 5,000 | $377 | 12/31/2023 |
Soltis Investment Advisors LLC | 5,003 | $377 | 12/31/2023 |
EFA | 5,003 | $377 | 12/31/2023 |
Wealthcare Capital Management LLC | 4,709 | $376 | 03/31/2024 |
EFA | 4,709 | $376 | 03/31/2024 |
Capital Wealth Alliance LLC | 4,962 | $374 | 12/31/2023 |
EFA | 4,962 | $374 | 12/31/2023 |
Grandfield & Dodd LLC | 4,941 | $372 | 12/31/2023 |
EFA | 4,941 | $372 | 12/31/2023 |
Vista Capital Partners Inc. | 4,931 | $372 | 12/31/2023 |
EFA | 4,931 | $372 | 12/31/2023 |
Northside Capital Management LLC | 4,643 | $371 | 03/31/2024 |
EFA | 4,643 | $371 | 03/31/2024 |
Ipswich Investment Management Co. Inc. | 4,638 | $370 | 03/31/2024 |
EFA | 4,638 | $370 | 03/31/2024 |
Dakota Wealth Management | 4,639 | $370 | 03/31/2024 |
EFA | 4,639 | $370 | 03/31/2024 |
Vestcor Inc | 4,894 | $369 | 12/31/2023 |
EFA | 4,894 | $369 | 12/31/2023 |
Wealth Dimensions Group Ltd. | 4,885 | $368 | 12/31/2023 |
EFA | 4,885 | $368 | 12/31/2023 |
Peoples Financial Services CORP. | 4,597 | $367 | 03/31/2024 |
EFA | 4,597 | $367 | 03/31/2024 |
Sound Stewardship LLC | 4,859 | $366 | 12/31/2023 |
EFA | 4,859 | $366 | 12/31/2023 |
Schrum Private Wealth Management LLC | 4,836 | $364 | 12/31/2023 |
EFA | 4,836 | $364 | 12/31/2023 |
Central Valley Advisors LLC | 4,518 | $361 | 03/31/2024 |
EFA | 4,518 | $361 | 03/31/2024 |
Hillcrest Wealth Advisors NY LLC | 4,500 | $359 | 03/31/2024 |
EFA | 4,500 | $359 | 03/31/2024 |
Symphony Financial Ltd. Co. | 4,484 | $358 | 03/31/2024 |
EFA | 4,484 | $358 | 03/31/2024 |
Aurora Private Wealth Inc. | 4,474 | $357 | 03/31/2024 |
EFA | 4,474 | $357 | 03/31/2024 |
Verum Partners LLC | 4,454 | $356 | 03/31/2024 |
EFA | 4,454 | $356 | 03/31/2024 |
Bromfield Sneider Wealth Advisors | 4,444 | $355 | 03/31/2024 |
EFA | 4,444 | $355 | 03/31/2024 |
EPG Wealth Management LLC | 4,785 | $355 | 12/31/2023 |
EFA | 4,785 | $355 | 12/31/2023 |
Acorn Wealth Advisors LLC | 4,431 | $354 | 03/31/2024 |
EFA | 4,431 | $354 | 03/31/2024 |
Integris Wealth Management LLC | 4,674 | $352 | 12/31/2023 |
EFA | 4,674 | $352 | 12/31/2023 |
Alexander Randolph Advisory Inc. | 4,657 | $351 | 12/31/2023 |
EFA | 4,657 | $351 | 12/31/2023 |
ARQ Wealth Advisors LLC | 4,642 | $350 | 12/31/2023 |
EFA | 4,642 | $350 | 12/31/2023 |
Bellwether Advisors LLC | 4,645 | $350 | 12/31/2023 |
EFA | 4,645 | $350 | 12/31/2023 |
Bridgeworth LLC | 4,623 | $348 | 12/31/2023 |
EFA | 4,623 | $348 | 12/31/2023 |
JJJ Advisors Inc. | 4,332 | $346 | 03/31/2024 |
EFA | 4,332 | $346 | 03/31/2024 |
Spinnaker Trust | 4,597 | $346 | 12/31/2023 |
EFA | 4,597 | $346 | 12/31/2023 |
Crown Wealth Group LLC | 4,597 | $346 | 12/31/2023 |
EFA | 4,597 | $346 | 12/31/2023 |
Northstar Advisory Group LLC | 4,565 | $344 | 12/31/2023 |
EFA | 4,565 | $344 | 12/31/2023 |
Cohen Klingenstein LLC | 4,300 | $343 | 03/31/2024 |
EFA | 4,300 | $343 | 03/31/2024 |
Charles Schwab Trust Co | 4,300 | $343 | 03/31/2024 |
EFA | 4,300 | $343 | 03/31/2024 |
Trexquant Investment LP | 4,548 | $343 | 12/31/2023 |
EFA | 4,548 | $343 | 12/31/2023 |
AHL Investment Management Inc. | 4,285 | $342 | 03/31/2024 |
EFA | 4,285 | $342 | 03/31/2024 |
Financial Partners Group Inc | 4,529 | $341 | 12/31/2023 |
EFA | 4,529 | $341 | 12/31/2023 |
Garner Asset Management Corp | 4,602 | $339 | 12/31/2023 |
EFA | 4,602 | $339 | 12/31/2023 |
S.A. Mason LLC | 4,224 | $337 | 03/31/2024 |
EFA | 4,224 | $337 | 03/31/2024 |
Grey Street Capital LLC | 4,469 | $337 | 12/31/2023 |
EFA | 4,469 | $337 | 12/31/2023 |
AMI Investment Management Inc. | 4,192 | $335 | 03/31/2024 |
EFA | 4,192 | $335 | 03/31/2024 |
Atalanta Sosnoff Capital LLC | 4,441 | $335 | 12/31/2023 |
EFA | 4,441 | $335 | 12/31/2023 |
Pillar Wealth Advisors LLC | 4,447 | $335 | 12/31/2023 |
EFA | 4,447 | $335 | 12/31/2023 |
King Luther Capital Management Corp | 4,437 | $334 | 12/31/2023 |
EFA | 4,437 | $334 | 12/31/2023 |
Legacy Financial Advisors Inc. | 4,387 | $331 | 12/31/2023 |
EFA | 4,387 | $331 | 12/31/2023 |
Fountainhead AM LLC | 4,377 | $330 | 12/31/2023 |
EFA | 4,377 | $330 | 12/31/2023 |
Transcendent Capital Group LLC | 4,364 | $329 | 03/31/2024 |
EFA | 4,364 | $329 | 03/31/2024 |
WCM Investment Management LLC | 4,107 | $328 | 03/31/2024 |
EFA | 4,107 | $328 | 03/31/2024 |
UP Strategic Wealth Investment Advisors LLC | 4,347 | $328 | 12/31/2023 |
EFA | 4,347 | $328 | 12/31/2023 |
Trust Co of the South | 4,097 | $327 | 03/31/2024 |
EFA | 4,097 | $327 | 03/31/2024 |
Vestmark Advisory Solutions Inc. | 4,328 | $326 | 12/31/2023 |
EFA | 4,328 | $326 | 12/31/2023 |
Tradition Wealth Management LLC | 4,333 | $326 | 12/31/2023 |
EFA | 4,333 | $326 | 12/31/2023 |
Fortitude Family Office LLC | 4,057 | $324 | 03/31/2024 |
EFA | 4,057 | $324 | 03/31/2024 |
Financial Network Wealth Management LLC | 4,297 | $323 | 12/31/2023 |
EFA | 4,297 | $323 | 12/31/2023 |
Holistic Planning LLC | 4,289 | $323 | 12/31/2023 |
EFA | 4,289 | $323 | 12/31/2023 |
Searle & CO. | 4,269 | $322 | 12/31/2023 |
EFA | 4,269 | $322 | 12/31/2023 |
Delta Investment Management LLC | 4,276 | $322 | 12/31/2023 |
EFA | 4,276 | $322 | 12/31/2023 |
Montag & Caldwell LLC | 4,265 | $321 | 12/31/2023 |
EFA | 4,265 | $321 | 12/31/2023 |
KCM Investment Advisors LLC | 4,245 | $320 | 12/31/2023 |
EFA | 4,245 | $320 | 12/31/2023 |
Sendero Wealth Management LLC | 3,988 | $318 | 03/31/2024 |
EFA | 3,988 | $318 | 03/31/2024 |
Financial Alternatives Inc | 4,200 | $316 | 12/31/2023 |
EFA | 4,200 | $316 | 12/31/2023 |
Asset Allocation & Management Company LLC | 3,930 | $314 | 03/31/2024 |
EFA | 3,930 | $314 | 03/31/2024 |
Legacy Advisors LLC | 4,174 | $314 | 12/31/2023 |
EFA | 4,174 | $314 | 12/31/2023 |
Willow Creek Wealth Management Inc. | 4,121 | $311 | 12/31/2023 |
EFA | 4,121 | $311 | 12/31/2023 |
Cranbrook Wealth Management LLC | 3,880 | $310 | 03/31/2024 |
EFA | 3,880 | $310 | 03/31/2024 |
Cornerstone Wealth Advisors Inc. | 3,882 | $310 | 03/31/2024 |
EFA | 3,882 | $310 | 03/31/2024 |
Concord Wealth Partners | 4,110 | $310 | 12/31/2023 |
EFA | 4,110 | $310 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 4,105 | $309 | 12/31/2023 |
EFA | 4,105 | $309 | 12/31/2023 |
Cooper Haims Advisors LLC | 4,084 | $308 | 12/31/2023 |
EFA | 4,084 | $308 | 12/31/2023 |
Archetype Wealth Partners LLC | 4,082 | $308 | 12/31/2023 |
EFA | 4,082 | $308 | 12/31/2023 |
Ascent Group LLC | 4,086 | $308 | 12/31/2023 |
EFA | 4,086 | $308 | 12/31/2023 |
Avion Wealth | 4,074 | $307 | 12/31/2023 |
EFA | 4,074 | $307 | 12/31/2023 |
Wealthstream Advisors Inc. | 4,068 | $307 | 12/31/2023 |
EFA | 4,068 | $307 | 12/31/2023 |
Continuum Advisory LLC | 4,057 | $306 | 12/31/2023 |
EFA | 4,057 | $306 | 12/31/2023 |
Vertex Planning Partners LLC | 4,061 | $306 | 12/31/2023 |
EFA | 4,061 | $306 | 12/31/2023 |
Windward Private Wealth Management Inc. | 4,050 | $305 | 12/31/2023 |
EFA | 4,050 | $305 | 12/31/2023 |
M&R Capital Management Inc. | 3,801 | $304 | 03/31/2024 |
EFA | 3,801 | $304 | 03/31/2024 |
Tsfg LLC | 3,811 | $304 | 03/31/2024 |
EFA | 3,811 | $304 | 03/31/2024 |
Pinnacle Wealth Management Advisory Group LLC | 4,030 | $304 | 12/31/2023 |
EFA | 4,030 | $304 | 12/31/2023 |
CPA Asset Management LLC | 4,033 | $304 | 12/31/2023 |
EFA | 4,033 | $304 | 12/31/2023 |
Strait & Sound Wealth Management LLC | 4,140 | $303 | 12/31/2023 |
EFA | 4,140 | $303 | 12/31/2023 |
Vawter Financial Ltd. | 4,020 | $303 | 12/31/2023 |
EFA | 4,020 | $303 | 12/31/2023 |
Colonial Trust Advisors | 4,013 | $302 | 12/31/2023 |
EFA | 4,013 | $302 | 12/31/2023 |
Wealthfront Advisers LLC | 3,764 | $301 | 03/31/2024 |
EFA | 3,764 | $301 | 03/31/2024 |
Interchange Capital Partners LLC | 4,012 | $298 | 12/31/2023 |
EFA | 4,012 | $298 | 12/31/2023 |
American Investment Services Inc. | 3,939 | $297 | 12/31/2023 |
EFA | 3,939 | $297 | 12/31/2023 |
Cozad Asset Management Inc. | 3,933 | $296 | 12/31/2023 |
EFA | 3,933 | $296 | 12/31/2023 |
Next Level Private LLC | 3,684 | $294 | 03/31/2024 |
EFA | 3,684 | $294 | 03/31/2024 |
Twin Focus Capital Partners LLC | 3,907 | $294 | 12/31/2023 |
EFA | 3,907 | $294 | 12/31/2023 |
Vahanian & Associates Financial Planning Inc. | 3,900 | $294 | 12/31/2023 |
EFA | 3,900 | $294 | 12/31/2023 |
Cortland Associates Inc. MO | 3,665 | $293 | 03/31/2024 |
EFA | 3,665 | $293 | 03/31/2024 |
Foster Victor Wealth Advisors LLC | 3,734 | $293 | 03/31/2024 |
EFA | 3,734 | $293 | 03/31/2024 |
Gibson Capital LLC | 3,649 | $291 | 03/31/2024 |
EFA | 3,649 | $291 | 03/31/2024 |
GFG Capital LLC | 3,860 | $291 | 12/31/2023 |
EFA | 3,860 | $291 | 12/31/2023 |
AWM Capital LLC | 3,633 | $290 | 03/31/2024 |
EFA | 3,633 | $290 | 03/31/2024 |
Bull Street Advisors LLC | 3,853 | $290 | 12/31/2023 |
EFA | 3,853 | $290 | 12/31/2023 |
Insight Advisors LLC PA | 3,836 | $289 | 12/31/2023 |
EFA | 3,836 | $289 | 12/31/2023 |
Clear Harbor Asset Management LLC | 3,821 | $288 | 12/31/2023 |
EFA | 3,821 | $288 | 12/31/2023 |
TMD Wealth Management LLC | 3,810 | $287 | 12/31/2023 |
EFA | 3,810 | $287 | 12/31/2023 |
Arden Trust Co | 3,582 | $286 | 03/31/2024 |
EFA | 3,582 | $286 | 03/31/2024 |
Holderness Investments Co. | 3,800 | $286 | 12/31/2023 |
EFA | 3,800 | $286 | 12/31/2023 |
Sonata Capital Group Inc. | 3,784 | $285 | 12/31/2023 |
EFA | 3,784 | $285 | 12/31/2023 |
Rede Wealth LLC | 3,780 | $285 | 12/31/2023 |
EFA | 3,780 | $285 | 12/31/2023 |
Eldridge Investment Advisors Inc. | 3,769 | $284 | 12/31/2023 |
EFA | 3,769 | $284 | 12/31/2023 |
Berger Financial Group Inc | 3,545 | $283 | 03/31/2024 |
EFA | 3,545 | $283 | 03/31/2024 |
MorganRosel Wealth Management LLC | 3,529 | $282 | 03/31/2024 |
EFA | 3,529 | $282 | 03/31/2024 |
Nottingham Advisors Inc. | 3,740 | $282 | 12/31/2023 |
EFA | 3,740 | $282 | 12/31/2023 |
USA Financial Portformulas Corp | 3,748 | $282 | 12/31/2023 |
EFA | 3,748 | $282 | 12/31/2023 |
Argus Investors Counsel Inc. | 3,522 | $281 | 03/31/2024 |
EFA | 3,522 | $281 | 03/31/2024 |
Ausdal Financial Partners Inc. | 3,523 | $281 | 03/31/2024 |
EFA | 3,523 | $281 | 03/31/2024 |
Lederer & Associates Investment Counsel CA | 3,710 | $280 | 12/31/2023 |
EFA | 3,710 | $280 | 12/31/2023 |
IPG Investment Advisors LLC | 3,722 | $280 | 12/31/2023 |
EFA | 3,722 | $280 | 12/31/2023 |
EPIQ Capital Group LLC | 3,704 | $279 | 12/31/2023 |
EFA | 3,704 | $279 | 12/31/2023 |
Pacific Financial Group Inc. | 3,689 | $278 | 12/31/2023 |
EFA | 3,689 | $278 | 12/31/2023 |
McElhenny Sheffield Capital Management LLC | 3,471 | $277 | 03/31/2024 |
EFA | 3,471 | $277 | 03/31/2024 |
TKG Advisors LLC | 3,671 | $277 | 12/31/2023 |
EFA | 3,671 | $277 | 12/31/2023 |
WorthPointe LLC | 3,682 | $277 | 12/31/2023 |
EFA | 3,682 | $277 | 12/31/2023 |
Kohmann Bosshard Financial Services LLC | 3,448 | $275 | 03/31/2024 |
EFA | 3,448 | $275 | 03/31/2024 |
Horizon Investment Services LLC | 3,622 | $273 | 12/31/2023 |
EFA | 3,622 | $273 | 12/31/2023 |
Greylin Investment Mangement Inc. | 3,412 | $272 | 03/31/2024 |
EFA | 3,412 | $272 | 03/31/2024 |
Monetary Management Group Inc. | 3,595 | $271 | 12/31/2023 |
EFA | 3,595 | $271 | 12/31/2023 |
Transatlantique Private Wealth LLC | 3,600 | $271 | 12/31/2023 |
EFA | 3,600 | $271 | 12/31/2023 |
Aprio Wealth Management LLC | 3,380 | $270 | 03/31/2024 |
EFA | 3,380 | $270 | 03/31/2024 |
Cypress Wealth Services LLC | 3,367 | $269 | 03/31/2024 |
EFA | 3,367 | $269 | 03/31/2024 |
Hanson & Doremus Investment Management | 3,360 | $268 | 03/31/2024 |
EFA | 3,360 | $268 | 03/31/2024 |
Morling Financial Advisors LLC | 3,563 | $268 | 12/31/2023 |
EFA | 3,563 | $268 | 12/31/2023 |
Creative Capital Management Investments LLC | 3,344 | $267 | 03/31/2024 |
EFA | 3,344 | $267 | 03/31/2024 |
West Paces Advisors Inc. | 3,339 | $267 | 03/31/2024 |
EFA | 3,339 | $267 | 03/31/2024 |
Park Place Capital Corp | 3,331 | $266 | 03/31/2024 |
EFA | 3,331 | $266 | 03/31/2024 |
Nichols & Pratt Advisers LLP MA | 3,509 | $264 | 12/31/2023 |
EFA | 3,509 | $264 | 12/31/2023 |
Traveka Wealth LLC | 3,266 | $261 | 03/31/2024 |
EFA | 3,266 | $261 | 03/31/2024 |
Guyasuta Investment Advisors Inc. | 3,456 | $260 | 03/31/2024 |
EFA | 3,456 | $260 | 03/31/2024 |
BKM Wealth Management LLC | 3,467 | $260 | 03/31/2024 |
EFA | 3,467 | $260 | 03/31/2024 |
W.G. Shaheen & Associates DBA Whitney & Co | 3,450 | $260 | 12/31/2023 |
EFA | 3,450 | $260 | 12/31/2023 |
Melfa Wealth Management LLC | 3,225 | $258 | 03/31/2024 |
EFA | 3,225 | $258 | 03/31/2024 |
HBC Financial Services PLLC | 3,426 | $258 | 12/31/2023 |
EFA | 3,426 | $258 | 12/31/2023 |
Capital Performance Advisors LLP | 3,224 | $257 | 03/31/2024 |
EFA | 3,224 | $257 | 03/31/2024 |
SFG Wealth Management LLC. | 3,203 | $256 | 03/31/2024 |
EFA | 3,203 | $256 | 03/31/2024 |
GAMMA Investing LLC | 3,208 | $256 | 03/31/2024 |
EFA | 3,208 | $256 | 03/31/2024 |
Bigelow Investment Advisors LLC | 3,393 | $256 | 12/31/2023 |
EFA | 3,393 | $256 | 12/31/2023 |
Main Street Group LTD | 3,395 | $256 | 12/31/2023 |
EFA | 3,395 | $256 | 12/31/2023 |
Gradient Investments LLC | 3,195 | $255 | 03/31/2024 |
EFA | 3,195 | $255 | 03/31/2024 |
Morton Capital Management LLC CA | 3,186 | $254 | 03/31/2024 |
EFA | 3,186 | $254 | 03/31/2024 |
WMS Partners LLC | 3,366 | $254 | 12/31/2023 |
EFA | 3,366 | $254 | 12/31/2023 |
Lutz Financial Services LLC | 3,365 | $254 | 12/31/2023 |
EFA | 3,365 | $254 | 12/31/2023 |
Sargent Investment Group LLC | 3,365 | $254 | 12/31/2023 |
EFA | 3,365 | $254 | 12/31/2023 |
Cooksen Wealth LLC | 3,165 | $253 | 03/31/2024 |
EFA | 3,165 | $253 | 03/31/2024 |
Ballentine Capital Advisors Inc | 3,364 | $253 | 12/31/2023 |
EFA | 3,364 | $253 | 12/31/2023 |
Kraft Asset Management LLC | 3,345 | $252 | 12/31/2023 |
EFA | 3,345 | $252 | 12/31/2023 |
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 3,325 | $251 | 12/31/2023 |
EFA | 3,325 | $251 | 12/31/2023 |
Bill Few Associates Inc. | 3,113 | $249 | 03/31/2024 |
EFA | 3,113 | $249 | 03/31/2024 |
Meeder Asset Management Inc. | 3,291 | $248 | 12/31/2023 |
EFA | 3,291 | $248 | 12/31/2023 |
HighMark Wealth Management LLC | 3,297 | $248 | 12/31/2023 |
EFA | 3,297 | $248 | 12/31/2023 |
McClarren Financial Advisors Inc. | 3,292 | $248 | 12/31/2023 |
EFA | 3,292 | $248 | 12/31/2023 |
Stonegate Investment Group LLC | 3,098 | $247 | 03/31/2024 |
EFA | 3,098 | $247 | 03/31/2024 |
Chilton Investment Co. LLC | 3,281 | $247 | 12/31/2023 |
EFA | 3,281 | $247 | 12/31/2023 |
Russell Investments Group Ltd. | 3,263 | $246 | 12/31/2023 |
EFA | 3,263 | $246 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 3,063 | $245 | 03/31/2024 |
EFA | 3,063 | $245 | 03/31/2024 |
JPL Wealth Management LLC | 3,245 | $245 | 12/31/2023 |
EFA | 3,245 | $245 | 12/31/2023 |
Evensky & Katz LLC | 3,050 | $244 | 03/31/2024 |
EFA | 3,050 | $244 | 03/31/2024 |
Delap Wealth Advisory LLC | 3,242 | $244 | 12/31/2023 |
EFA | 3,242 | $244 | 12/31/2023 |
William Blair Investment Management LLC | 3,220 | $243 | 12/31/2023 |
EFA | 3,220 | $243 | 12/31/2023 |
Riversedge Advisors LLC | 3,225 | $243 | 12/31/2023 |
EFA | 3,225 | $243 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 3,031 | $242 | 03/31/2024 |
EFA | 3,031 | $242 | 03/31/2024 |
REDW Wealth LLC | 3,207 | $242 | 12/31/2023 |
EFA | 3,207 | $242 | 12/31/2023 |
Client 1ST Advisory Group LLC | 3,196 | $241 | 12/31/2023 |
EFA | 3,196 | $241 | 12/31/2023 |
Bridges Investment Management Inc. | 2,999 | $240 | 03/31/2024 |
EFA | 2,999 | $240 | 03/31/2024 |
Evolution Wealth Advisors LLC | 3,000 | $240 | 03/31/2024 |
EFA | 3,000 | $240 | 03/31/2024 |
FC Advisory LLC | 2,995 | $239 | 03/31/2024 |
EFA | 2,995 | $239 | 03/31/2024 |
Element Wealth LLC | 3,162 | $238 | 12/31/2023 |
EFA | 3,162 | $238 | 12/31/2023 |
Occidental Asset Management LLC | 2,965 | $237 | 03/31/2024 |
EFA | 2,965 | $237 | 03/31/2024 |
PACK Private Wealth LLC | 3,149 | $237 | 12/31/2023 |
EFA | 3,149 | $237 | 12/31/2023 |
Financial Perspectives Inc | 2,954 | $236 | 03/31/2024 |
EFA | 2,954 | $236 | 03/31/2024 |
Evergreen Wealth Solutions LLC | 3,135 | $236 | 12/31/2023 |
EFA | 3,135 | $236 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 3,122 | $235 | 12/31/2023 |
EFA | 3,122 | $235 | 12/31/2023 |
Centurion Wealth Management LLC | 3,121 | $235 | 12/31/2023 |
EFA | 3,121 | $235 | 12/31/2023 |
Folger Nolan Fleming Douglas Capital Management Inc. | 2,915 | $233 | 03/31/2024 |
EFA | 2,915 | $233 | 03/31/2024 |
GSB Wealth Management LLC | 3,096 | $233 | 12/31/2023 |
EFA | 3,096 | $233 | 12/31/2023 |
J.P. Marvel Investment Advisors LLC | 3,069 | $231 | 12/31/2023 |
EFA | 3,069 | $231 | 12/31/2023 |
First Financialcorp IN | 2,856 | $228 | 03/31/2024 |
EFA | 2,856 | $228 | 03/31/2024 |
Perkins Coie Trust Co | 2,861 | $228 | 03/31/2024 |
EFA | 2,861 | $228 | 03/31/2024 |
Concurrent Investment Advisors LLC | 3,024 | $228 | 12/31/2023 |
EFA | 3,024 | $228 | 12/31/2023 |
Financial Advisors LLC | 3,011 | $227 | 12/31/2023 |
EFA | 3,011 | $227 | 12/31/2023 |
Eudaimonia Advisors LLC | 2,827 | $226 | 03/31/2024 |
EFA | 2,827 | $226 | 03/31/2024 |
Marion Wealth Management | 2,833 | $226 | 03/31/2024 |
EFA | 2,833 | $226 | 03/31/2024 |
Consolidated Planning Corp | 2,993 | $226 | 12/31/2023 |
EFA | 2,993 | $226 | 12/31/2023 |
Meritage Portfolio Management | 2,975 | $224 | 12/31/2023 |
EFA | 2,975 | $224 | 12/31/2023 |
Dearborn Partners LLC | 2,969 | $224 | 12/31/2023 |
EFA | 2,969 | $224 | 12/31/2023 |
Invenio Wealth Partners LLC | 2,973 | $224 | 12/31/2023 |
EFA | 2,973 | $224 | 12/31/2023 |
Sweet Financial Partners LLC | 2,798 | $223 | 03/31/2024 |
EFA | 2,798 | $223 | 03/31/2024 |
Successful Portfolios LLC | 2,775 | $222 | 03/31/2024 |
EFA | 2,775 | $222 | 03/31/2024 |
HTLF Bank | 2,777 | $222 | 03/31/2024 |
EFA | 2,777 | $222 | 03/31/2024 |
Beverly Hills Private Wealth LLC | 2,924 | $220 | 12/31/2023 |
EFA | 2,924 | $220 | 12/31/2023 |
Nikulski Financial Inc. | 2,740 | $219 | 03/31/2024 |
EFA | 2,740 | $219 | 03/31/2024 |
Armor Investment Advisors LLC | 2,729 | $218 | 03/31/2024 |
EFA | 2,729 | $218 | 03/31/2024 |
Madison Wealth Partners Inc | 2,887 | $218 | 12/31/2023 |
EFA | 2,887 | $218 | 12/31/2023 |
Angeles Wealth Management LLC | 2,895 | $218 | 12/31/2023 |
EFA | 2,895 | $218 | 12/31/2023 |
Beacon Bridge Wealth Partners LLC | 2,890 | $218 | 12/31/2023 |
EFA | 2,890 | $218 | 12/31/2023 |
Octavia Wealth Advisors LLC | 2,704 | $216 | 03/31/2024 |
EFA | 2,704 | $216 | 03/31/2024 |
HHM Wealth Advisors LLC | 2,864 | $216 | 12/31/2023 |
EFA | 2,864 | $216 | 12/31/2023 |
Sunesis Advisors LLC | 2,851 | $215 | 12/31/2023 |
EFA | 2,851 | $215 | 12/31/2023 |
Elk River Wealth Management LLC | 2,675 | $214 | 03/31/2024 |
EFA | 2,675 | $214 | 03/31/2024 |
Sar Wealth Management Group LLC | 2,685 | $214 | 03/31/2024 |
EFA | 2,685 | $214 | 03/31/2024 |
Widmann Financial Services Inc. | 2,836 | $214 | 12/31/2023 |
EFA | 2,836 | $214 | 12/31/2023 |
Northwest Capital Management Inc | 2,672 | $213 | 03/31/2024 |
EFA | 2,672 | $213 | 03/31/2024 |
Grant GrossMendelsohn LLC | 2,687 | $213 | 03/31/2024 |
EFA | 2,687 | $213 | 03/31/2024 |
Shelton Capital Management | 2,829 | $213 | 12/31/2023 |
EFA | 2,829 | $213 | 12/31/2023 |
Steigerwald Gordon & Koch Inc. | 2,653 | $212 | 03/31/2024 |
EFA | 2,653 | $212 | 03/31/2024 |
Von Berge Wealth Management Group LLC | 2,652 | $212 | 03/31/2024 |
EFA | 2,652 | $212 | 03/31/2024 |
Gerber LLC | 2,649 | $212 | 03/31/2024 |
EFA | 2,649 | $212 | 03/31/2024 |
Roof Eidam & Maycock ADV | 2,820 | $212 | 12/31/2023 |
EFA | 2,820 | $212 | 12/31/2023 |
Allegheny Financial Group LTD | 2,816 | $212 | 12/31/2023 |
EFA | 2,816 | $212 | 12/31/2023 |
Trustco Bank Corp N Y | 2,803 | $211 | 12/31/2023 |
EFA | 2,803 | $211 | 12/31/2023 |
Godshalk Welsh Capital Management Inc. | 2,800 | $211 | 12/31/2023 |
EFA | 2,800 | $211 | 12/31/2023 |
Wealthsource Partners LLC | 2,803 | $211 | 12/31/2023 |
EFA | 2,803 | $211 | 12/31/2023 |
Fogel Capital Management Inc. | 2,806 | $211 | 12/31/2023 |
EFA | 2,806 | $211 | 12/31/2023 |
Howard Financial Services LTD. | 2,633 | $210 | 03/31/2024 |
EFA | 2,633 | $210 | 03/31/2024 |
Mairs & Power Inc. | 2,792 | $210 | 12/31/2023 |
EFA | 2,792 | $210 | 12/31/2023 |
FLC Capital Advisors | 2,786 | $210 | 12/31/2023 |
EFA | 2,786 | $210 | 12/31/2023 |
Merriman Wealth Management LLC | 2,771 | $209 | 12/31/2023 |
EFA | 2,771 | $209 | 12/31/2023 |
Balanced Wealth Group LLC | 2,777 | $209 | 12/31/2023 |
EFA | 2,777 | $209 | 12/31/2023 |
Iron Financial LLC | 2,607 | $208 | 03/31/2024 |
EFA | 2,607 | $208 | 03/31/2024 |
Kovack Advisors Inc. | 2,606 | $208 | 03/31/2024 |
EFA | 2,606 | $208 | 03/31/2024 |
Private Management Group Inc. | 2,755 | $208 | 12/31/2023 |
EFA | 2,755 | $208 | 12/31/2023 |
Willner & Heller LLC | 2,759 | $208 | 12/31/2023 |
EFA | 2,759 | $208 | 12/31/2023 |
Winthrop Capital Management LLC | 2,759 | $208 | 12/31/2023 |
EFA | 2,759 | $208 | 12/31/2023 |
First National Bank Sioux Falls | 2,574 | $206 | 03/31/2024 |
EFA | 2,574 | $206 | 03/31/2024 |
Schnieders Capital Management LLC | 2,568 | $205 | 03/31/2024 |
EFA | 2,568 | $205 | 03/31/2024 |
Financial Life Advisors | 2,565 | $205 | 03/31/2024 |
EFA | 2,565 | $205 | 03/31/2024 |
Lake Street Financial LLC | 2,567 | $205 | 03/31/2024 |
EFA | 2,567 | $205 | 03/31/2024 |
LongView Wealth Management | 2,572 | $205 | 03/31/2024 |
EFA | 2,572 | $205 | 03/31/2024 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,724 | $205 | 12/31/2023 |
EFA | 2,724 | $205 | 12/31/2023 |
Planned Solutions Inc. | 2,554 | $204 | 03/31/2024 |
EFA | 2,554 | $204 | 03/31/2024 |
Institute for Wealth Management LLC. | 2,706 | $204 | 12/31/2023 |
EFA | 2,706 | $204 | 12/31/2023 |
Atlantic Trust LLC | 2,704 | $204 | 12/31/2023 |
EFA | 2,704 | $204 | 12/31/2023 |
Capital Investment Advisory Services LLC | 2,537 | $203 | 03/31/2024 |
EFA | 2,537 | $203 | 03/31/2024 |
Jackson Wealth Management LLC | 2,700 | $203 | 12/31/2023 |
EFA | 2,700 | $203 | 12/31/2023 |
Stone House Investment Management LLC | 2,685 | $202 | 12/31/2023 |
EFA | 2,685 | $202 | 12/31/2023 |
Lakeridge Wealth Management LLC | 2,663 | $201 | 12/31/2023 |
EFA | 2,663 | $201 | 12/31/2023 |
Blue Chip Partners Inc. | 2,424 | $194 | 03/31/2024 |
EFA | 2,424 | $194 | 03/31/2024 |
Trivant Custom Portfolio Group LLC | 2,416 | $193 | 03/31/2024 |
EFA | 2,416 | $193 | 03/31/2024 |
Knights of Columbus Asset Advisors LLC | 2,556 | $193 | 12/31/2023 |
EFA | 2,556 | $193 | 12/31/2023 |
GoalVest Advisory LLC | 2,404 | $192 | 03/31/2024 |
EFA | 2,404 | $192 | 03/31/2024 |
First Community Trust NA | 2,377 | $190 | 03/31/2024 |
EFA | 2,377 | $190 | 03/31/2024 |
Westside Investment Management Inc. | 2,338 | $187 | 03/31/2024 |
EFA | 2,338 | $187 | 03/31/2024 |
Carmichael Hill & Associates Inc. | 2,311 | $185 | 03/31/2024 |
EFA | 2,311 | $185 | 03/31/2024 |
Sachetta LLC | 2,451 | $185 | 12/31/2023 |
EFA | 2,451 | $185 | 12/31/2023 |
City State Bank | 2,296 | $183 | 03/31/2024 |
EFA | 2,296 | $183 | 03/31/2024 |
Union Savings Bank | 2,425 | $183 | 12/31/2023 |
EFA | 2,425 | $183 | 12/31/2023 |
Red Lighthouse Investment Management LLC | 2,400 | $181 | 12/31/2023 |
EFA | 2,400 | $181 | 12/31/2023 |
Maryland Capital Advisors Inc. | 2,251 | $180 | 03/31/2024 |
EFA | 2,251 | $180 | 03/31/2024 |
Harbor Capital Advisors Inc. | 2,385 | $180 | 12/31/2023 |
EFA | 2,385 | $180 | 12/31/2023 |
Delos Wealth Advisors LLC | 2,355 | $177 | 12/31/2023 |
EFA | 2,355 | $177 | 12/31/2023 |
Proequities Inc. | 2,299 | $173 | 12/31/2023 |
EFA | 2,299 | $173 | 12/31/2023 |
Coastal Investment Advisors Inc. | 2,137 | $171 | 03/31/2024 |
EFA | 2,137 | $171 | 03/31/2024 |
Hexagon Capital Partners LLC | 2,095 | $167 | 03/31/2024 |
EFA | 2,095 | $167 | 03/31/2024 |
Evermay Wealth Management LLC | 2,218 | $167 | 12/31/2023 |
EFA | 2,218 | $167 | 12/31/2023 |
Founders Financial Alliance LLC | 2,183 | $164 | 12/31/2023 |
EFA | 2,183 | $164 | 12/31/2023 |
Coston McIsaac & Partners | $162 | 03/31/2024 | |
EFA | 1,106 | $88 | 03/31/2024 |
EQUITY FUNDS | 4,617 | $74 | 03/31/2024 |
Castleview Partners LLC | 2,117 | $160 | 12/31/2023 |
EFA | 2,117 | $160 | 12/31/2023 |
Logan Capital Management Inc. | 2,104 | $159 | 12/31/2023 |
EFA | 2,104 | $159 | 12/31/2023 |
Pacific Capital Wealth Advisors Inc. | 2,108 | $159 | 12/31/2023 |
EFA | 2,108 | $159 | 12/31/2023 |
CVA Family Office LLC | 1,946 | $155 | 03/31/2024 |
EFA | 1,946 | $155 | 03/31/2024 |
Main Management LLC | 2,052 | $155 | 12/31/2023 |
EFA | 2,052 | $155 | 12/31/2023 |
Hamilton Point Investment Advisors LLC | 1,989 | $150 | 12/31/2023 |
EFA | 1,989 | $150 | 12/31/2023 |
PrairieView Partners LLC | 1,963 | $148 | 12/31/2023 |
EFA | 1,963 | $148 | 12/31/2023 |
Ballast Advisors LLC | 1,959 | $148 | 12/31/2023 |
EFA | 1,959 | $148 | 12/31/2023 |
Aptus Capital Advisors LLC | 1,920 | $145 | 12/31/2023 |
EFA | 1,920 | $145 | 12/31/2023 |
Rosenberg Matthew Hamilton | 1,817 | $144 | 03/31/2024 |
EFA | 1,817 | $144 | 03/31/2024 |
Resurgent Financial Advisors LLC | 1,793 | $135 | 12/31/2023 |
EFA | 1,793 | $135 | 12/31/2023 |
WealthCollab LLC | 1,744 | $131 | 12/31/2023 |
EFA | 1,744 | $131 | 12/31/2023 |
NWK Group Inc. | 1,603 | $121 | 12/31/2023 |
EFA | 1,603 | $121 | 12/31/2023 |
Pacer Advisors Inc. | 1,580 | $119 | 12/31/2023 |
EFA | 1,580 | $119 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 1,562 | $118 | 12/31/2023 |
EFA | 1,562 | $118 | 12/31/2023 |
Mitchell Sinkler & Starr PA | 1,555 | $117 | 12/31/2023 |
EFA | 1,555 | $117 | 12/31/2023 |
Front Row Advisors LLC | 1,520 | $115 | 12/31/2023 |
EFA | 1,520 | $115 | 12/31/2023 |
Halpern Financial Inc. | 1,420 | $113 | 03/31/2024 |
EFA | 1,420 | $113 | 03/31/2024 |
Covenant Partners LLC | 1,485 | $112 | 12/31/2023 |
EFA | 1,485 | $112 | 12/31/2023 |
Kozak & Associates Inc. | 1,482 | $109 | 12/31/2023 |
EFA | 1,482 | $109 | 12/31/2023 |
DecisionPoint Financial LLC | 1,444 | $109 | 12/31/2023 |
EFA | 1,444 | $109 | 12/31/2023 |
Capital Management Associates Inc | 1,450 | $109 | 12/31/2023 |
EFA | 1,450 | $109 | 12/31/2023 |
Tidemark LLC | 1,437 | $108 | 12/31/2023 |
EFA | 1,437 | $108 | 12/31/2023 |
TD Capital Management LLC | 1,423 | $107 | 12/31/2023 |
EFA | 1,423 | $107 | 12/31/2023 |
Horizon Investments LLC | 1,419 | $107 | 12/31/2023 |
EFA | 1,419 | $107 | 12/31/2023 |
Barrett & Company Inc. | 1,298 | $104 | 03/31/2024 |
EFA | 1,298 | $104 | 03/31/2024 |
Davis Capital Management | 1,293 | $103 | 03/31/2024 |
EFA | 1,293 | $103 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 1,222 | $98 | 03/31/2024 |
EFA | 1,222 | $98 | 03/31/2024 |
Archer Investment Corp | 1,304 | $98 | 12/31/2023 |
EFA | 1,304 | $98 | 12/31/2023 |
Partnership Wealth Management LLC | 1,194 | $95 | 03/31/2024 |
EFA | 1,194 | $95 | 03/31/2024 |
Nalls Sherbakoff Group LLC | 1,263 | $95 | 12/31/2023 |
EFA | 1,263 | $95 | 12/31/2023 |
Gould Capital LLC | 1,256 | $95 | 12/31/2023 |
EFA | 1,256 | $95 | 12/31/2023 |
Frazier Financial Advisors LLC | 1,243 | $94 | 12/31/2023 |
EFA | 1,243 | $94 | 12/31/2023 |
Windsor Advisory Group LLC | 1,240 | $93 | 12/31/2023 |
EFA | 1,240 | $93 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 1,203 | $91 | 12/31/2023 |
EFA | 1,203 | $91 | 12/31/2023 |
Albion Financial Group UT | 1,107 | $88 | 03/31/2024 |
EFA | 1,107 | $88 | 03/31/2024 |
Voisard Asset Management Group Inc. | 1,090 | $87 | 03/31/2024 |
EFA | 1,090 | $87 | 03/31/2024 |
Long Island Wealth Management Inc. | 1,122 | $85 | 12/31/2023 |
EFA | 1,122 | $85 | 12/31/2023 |
Bogart Wealth LLC | 1,056 | $84 | 03/31/2024 |
EFA | 1,056 | $84 | 03/31/2024 |
Ramirez Asset Management Inc. | 1,100 | $83 | 12/31/2023 |
EFA | 1,100 | $83 | 12/31/2023 |
Smartleaf Asset Management LLC | 1,108 | $83 | 12/31/2023 |
EFA | 1,108 | $83 | 12/31/2023 |
Spectrum Wealth Counsel LLC | 1,095 | $83 | 12/31/2023 |
EFA | 1,095 | $83 | 12/31/2023 |
Granite Investment Partners LLC | 950 | $72 | 12/31/2023 |
EFA | 950 | $72 | 12/31/2023 |
Grand Wealth Management LLC | 898 | $68 | 12/31/2023 |
EFA | 898 | $68 | 12/31/2023 |
Harel Insurance Investments & Financial Services Ltd. | 883 | $66 | 12/31/2023 |
EFA | 883 | $66 | 12/31/2023 |
Baldwin Brothers Inc. MA | 805 | $64 | 03/31/2024 |
EFA | 805 | $64 | 03/31/2024 |
Timber Creek Capital Management LLC | 785 | $63 | 03/31/2024 |
EFA | 785 | $63 | 03/31/2024 |
Lee Financial Co | 833 | $63 | 12/31/2023 |
EFA | 833 | $63 | 12/31/2023 |
Piscataqua Savings Bank | 735 | $59 | 03/31/2024 |
EFA | 735 | $59 | 03/31/2024 |
Rockbridge Investment Management LCC | 741 | $56 | 12/31/2023 |
EFA | 741 | $56 | 12/31/2023 |
Beacon Capital Management LLC | 806 | $56 | 12/31/2023 |
EFA | 806 | $56 | 12/31/2023 |
Hoese & Co LLP | 710 | $55 | 03/31/2024 |
EFA | 710 | $55 | 03/31/2024 |
RFP Financial Group LLC | 728 | $55 | 12/31/2023 |
EFA | 728 | $55 | 12/31/2023 |
Wit LLC | 711 | $54 | 12/31/2023 |
EFA | 711 | $54 | 12/31/2023 |
Sittner & Nelson LLC | 720 | $54 | 12/31/2023 |
EFA | 720 | $54 | 12/31/2023 |
Creekmur Asset Management LLC | 711 | $54 | 12/31/2023 |
EFA | 711 | $54 | 12/31/2023 |
First United Bank Trust | 704 | $53 | 12/31/2023 |
EFA | 704 | $53 | 12/31/2023 |
Balentine LLC | 710 | $53 | 12/31/2023 |
EFA | 710 | $53 | 12/31/2023 |
Pin Oak Investment Advisors Inc. | 685 | $52 | 12/31/2023 |
EFA | 685 | $52 | 12/31/2023 |
Bbjs Financial Advisors LLC | 678 | $51 | 12/31/2023 |
EFA | 678 | $51 | 12/31/2023 |
Oakworth Capital Inc. | 624 | $50 | 03/31/2024 |
EFA | 624 | $50 | 03/31/2024 |
Harris Associates L P | 669 | $50 | 12/31/2023 |
EFA | 669 | $50 | 12/31/2023 |
Capital Investment Counsel Inc | 658 | $50 | 12/31/2023 |
EFA | 658 | $50 | 12/31/2023 |
Foster Dykema Cabot & Partners LLC | 657 | $50 | 12/31/2023 |
EFA | 657 | $50 | 12/31/2023 |
West Financial Advisors LLC | 568 | $45 | 03/31/2024 |
EFA | 568 | $45 | 03/31/2024 |
AlphaCore Capital LLC | 580 | $44 | 12/31/2023 |
EFA | 580 | $44 | 12/31/2023 |
Bfsg LLC | 539 | $43 | 03/31/2024 |
EFA | 539 | $43 | 03/31/2024 |
Tacita Capital Inc | 565 | $43 | 12/31/2023 |
EFA | 565 | $43 | 12/31/2023 |
ICA Group Wealth Management LLC | 552 | $42 | 12/31/2023 |
EFA | 552 | $42 | 12/31/2023 |
Planning Capital Management Corp | 515 | $41 | 03/31/2024 |
EFA | 515 | $41 | 03/31/2024 |
Bear Mountain Capital Inc. | 508 | $39 | 03/31/2024 |
EFA | 508 | $39 | 03/31/2024 |
Addison Advisors LLC | 512 | $39 | 12/31/2023 |
EFA | 512 | $39 | 12/31/2023 |
Retirement Group LLC | 510 | $38 | 12/31/2023 |
EFA | 510 | $38 | 12/31/2023 |
Slocum Gordon & Co LLP | 500 | $38 | 12/31/2023 |
EFA | 500 | $38 | 12/31/2023 |
Advantage Trust Co | 500 | $38 | 12/31/2023 |
EFA | 500 | $38 | 12/31/2023 |
Dunhill Financial LLC | 486 | $37 | 12/31/2023 |
EFA | 486 | $37 | 12/31/2023 |
Valued Wealth Advisors LLC | 531 | $37 | 12/31/2023 |
EFA | 531 | $37 | 12/31/2023 |
Financial Freedom LLC | 442 | $35 | 03/31/2024 |
EFA | 442 | $35 | 03/31/2024 |
Pacifica Partners Inc. | 412 | $33 | 03/31/2024 |
EFA | 412 | $33 | 03/31/2024 |
First Manhattan Co. | 437 | $33 | 12/31/2023 |
EFA | 437 | $33 | 12/31/2023 |
Bollard Group LLC | 430 | $32 | 12/31/2023 |
EFA | 430 | $32 | 12/31/2023 |
Ambassador Advisors LLC | 418 | $31 | 12/31/2023 |
EFA | 418 | $31 | 12/31/2023 |
Joseph Group Capital Management | 418 | $31 | 12/31/2023 |
EFA | 418 | $31 | 12/31/2023 |
SRS Capital Advisors Inc. | 402 | $30 | 12/31/2023 |
EFA | 402 | $30 | 12/31/2023 |
Arjuna Capital | 347 | $26 | 12/31/2023 |
EFA | 347 | $26 | 12/31/2023 |
Fortis Group Advisors LLC | 346 | $26 | 12/31/2023 |
EFA | 346 | $26 | 12/31/2023 |
Howe & Rusling Inc. | 336 | $25 | 12/31/2023 |
EFA | 336 | $25 | 12/31/2023 |
Elequin Capital LP | 326 | $25 | 12/31/2023 |
EFA | 326 | $25 | 12/31/2023 |
VitalStone Financial LLC | 326 | $25 | 12/31/2023 |
EFA | 326 | $25 | 12/31/2023 |
Atlas Capital Advisors LLC | 299 | $24 | 03/31/2024 |
EFA | 299 | $24 | 03/31/2024 |
Scarborough Advisors LLC | 320 | $24 | 12/31/2023 |
EFA | 320 | $24 | 12/31/2023 |
Impact Partnership Wealth LLC | 319 | $24 | 12/31/2023 |
EFA | 319 | $24 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 272 | $22 | 03/31/2024 |
EFA | 272 | $22 | 03/31/2024 |
Rise Advisors LLC | 245 | $20 | 03/31/2024 |
EFA | 245 | $20 | 03/31/2024 |
FSA Wealth Management LLC | 263 | $20 | 12/31/2023 |
EFA | 263 | $20 | 12/31/2023 |
Studio Investment Management LLC | 268 | $20 | 12/31/2023 |
EFA | 268 | $20 | 12/31/2023 |
Centerpoint Advisors LLC | 255 | $19 | 12/31/2023 |
EFA | 255 | $19 | 12/31/2023 |
Pflug Koory LLC | 226 | $18 | 03/31/2024 |
EFA | 226 | $18 | 03/31/2024 |
Gleason Group Inc. | 229 | $18 | 03/31/2024 |
EFA | 229 | $18 | 03/31/2024 |
Davidson Capital Management Inc. | 240 | $18 | 12/31/2023 |
EFA | 240 | $18 | 12/31/2023 |
Vima LLC | 238 | $18 | 12/31/2023 |
EFA | 238 | $18 | 12/31/2023 |
Eagle Bay Advisors LLC | 224 | $17 | 12/31/2023 |
EFA | 224 | $17 | 12/31/2023 |
Wagner Wealth Management LLC | 200 | $16 | 03/31/2024 |
EFA | 200 | $16 | 03/31/2024 |
IAG Wealth Partners LLC | 206 | $16 | 03/31/2024 |
EFA | 206 | $16 | 03/31/2024 |
Sound Income Strategies LLC | 191 | $15 | 03/31/2024 |
EFA | 191 | $15 | 03/31/2024 |
Newbridge Financial Services Group Inc. | 182 | $15 | 03/31/2024 |
EFA | 182 | $15 | 03/31/2024 |
AllSquare Wealth Management LLC | 205 | $15 | 12/31/2023 |
EFA | 205 | $15 | 12/31/2023 |
CoreFirst Bank & Trust | 199 | $15 | 12/31/2023 |
EFA | 199 | $15 | 12/31/2023 |
Tucker Asset Management LLC | 200 | $15 | 12/31/2023 |
EFA | 200 | $15 | 12/31/2023 |
Norwood Financial Corp | 170 | $14 | 03/31/2024 |
EFA | 170 | $14 | 03/31/2024 |
Burkett Financial Services LLC | 170 | $14 | 03/31/2024 |
EFA | 170 | $14 | 03/31/2024 |
C M Bidwell & Associates Ltd. | 182 | $14 | 12/31/2023 |
EFA | 182 | $14 | 12/31/2023 |
Integrity Financial Corp WA | 180 | $14 | 12/31/2023 |
EFA | 180 | $14 | 12/31/2023 |
Caitlin John LLC | 185 | $14 | 12/31/2023 |
EFA | 185 | $14 | 12/31/2023 |
CKW Financial Group | 169 | $13 | 03/31/2024 |
EFA | 169 | $13 | 03/31/2024 |
Field & Main Bank | 174 | $13 | 12/31/2023 |
EFA | 174 | $13 | 12/31/2023 |
AlphaMark Advisors LLC | 150 | $12 | 03/31/2024 |
EFA | 150 | $12 | 03/31/2024 |
Hazlett Burt & Watson Inc. | 155 | $12 | 12/31/2023 |
EFA | 155 | $12 | 12/31/2023 |
ClariVest Asset Management LLC | 160 | $12 | 12/31/2023 |
EFA | 160 | $12 | 12/31/2023 |
Stephens Consulting LLC | 144 | $11 | 03/31/2024 |
EFA | 144 | $11 | 03/31/2024 |
Glassman Wealth Services | 149 | $11 | 12/31/2023 |
EFA | 149 | $11 | 12/31/2023 |
Nordwand Advisors LLC | 149 | $11 | 12/31/2023 |
EFA | 149 | $11 | 12/31/2023 |
Live Oak Investment Partners | 132 | $10 | 12/31/2023 |
EFA | 132 | $10 | 12/31/2023 |
Valley National Advisers Inc. | 118 | $9 | 03/31/2024 |
EFA | 118 | $9 | 03/31/2024 |
Cape Investment Advisory Inc. | 117 | $9 | 12/31/2023 |
EFA | 117 | $9 | 12/31/2023 |
American Capital Advisory LLC | 114 | $9 | 12/31/2023 |
EFA | 114 | $9 | 12/31/2023 |
Horrell Capital Management Inc. | 95 | $8 | 03/31/2024 |
EFA | 95 | $8 | 03/31/2024 |
Bellevue Asset Management LLC | 103 | $8 | 03/31/2024 |
EFA | 103 | $8 | 03/31/2024 |
Tanaka Capital Management Inc. | 103 | $8 | 12/31/2023 |
EFA | 103 | $8 | 12/31/2023 |
Princeton Global Asset Management LLC | 100 | $8 | 12/31/2023 |
EFA | 100 | $8 | 12/31/2023 |
Tyler Stone Wealth Management | 103 | $8 | 12/31/2023 |
EFA | 103 | $8 | 12/31/2023 |
LifeSteps Financial Inc. | 83 | $7 | 03/31/2024 |
EFA | 83 | $7 | 03/31/2024 |
Highlander Capital Management LLC | 94 | $7 | 12/31/2023 |
EFA | 94 | $7 | 12/31/2023 |
Pacific Center for Financial Services | 89 | $7 | 12/31/2023 |
EFA | 89 | $7 | 12/31/2023 |
Resources Management Corp CT ADV | 75 | $6 | 12/31/2023 |
EFA | 75 | $6 | 12/31/2023 |
Emfo LLC | 85 | $6 | 12/31/2023 |
EFA | 85 | $6 | 12/31/2023 |
Provence Wealth Management Group | 85 | $6 | 12/31/2023 |
EFA | 85 | $6 | 12/31/2023 |
Livelsberger Financial Advisory | 75 | $6 | 12/31/2023 |
EFA | 75 | $6 | 12/31/2023 |
Thompson Investment Management Inc. | 62 | $5 | 03/31/2024 |
EFA | 62 | $5 | 03/31/2024 |
APCM Wealth Management for Individuals | 57 | $5 | 03/31/2024 |
EFA | 57 | $5 | 03/31/2024 |
Investment Research & Advisory Group Inc. | 64 | $5 | 03/31/2024 |
EFA | 64 | $5 | 03/31/2024 |
Register Financial Advisors LLC | 62 | $5 | 03/31/2024 |
EFA | 62 | $5 | 03/31/2024 |
Sanctuary Wealth Management L.L.C. | 70 | $5 | 12/31/2023 |
EFA | 70 | $5 | 12/31/2023 |
Lowe Wealth Advisors LLC | 44 | $4 | 03/31/2024 |
EFA | 44 | $4 | 03/31/2024 |
MeadowBrook Investment Advisors LLC | 54 | $4 | 12/31/2023 |
EFA | 54 | $4 | 12/31/2023 |
FWL Investment Management LLC | 56 | $4 | 12/31/2023 |
EFA | 56 | $4 | 12/31/2023 |
Focused Wealth Management Inc | 46 | $3 | 12/31/2023 |
EFA | 46 | $3 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 43 | $3 | 12/31/2023 |
EFA | 43 | $3 | 12/31/2023 |
Luken Investment Analytics LLC | 31 | $2 | 03/31/2024 |
EFA | 31 | $2 | 03/31/2024 |
Financial Management Professionals Inc. | 18 | $1 | 03/31/2024 |
EFA | 18 | $1 | 03/31/2024 |
Provident Wealth Management LLC | 15 | $1 | 03/31/2024 |
EFA | 15 | $1 | 03/31/2024 |
Tower Research Capital LLC TRC | 14 | $1 | 12/31/2023 |
EFA | 14 | $1 | 12/31/2023 |
Investors Research Corp | 15 | $1 | 12/31/2023 |
EFA | 15 | $1 | 12/31/2023 |
Aspire Wealth Management Corp | 17 | $1 | 12/31/2023 |
EFA | 17 | $1 | 12/31/2023 |
Activest Wealth Management | 0 | $0 | 03/31/2024 |
EFA | 0 | $0 | 03/31/2024 |
Transamerica Financial Advisors Inc. | 2 | $0 | 12/31/2023 |
EFA | 2 | $0 | 12/31/2023 |
One River Asset Management LLC | $0 | 12/31/2023 | |
Put | 38,200 | $2,878 | 12/31/2023 |
Call | 38,200 | $2,878 | 12/31/2023 |
Providence Capital Advisors LLC | 4 | $0 | 12/31/2023 |
EFA | 4 | $0 | 12/31/2023 |
BCK Capital Management LP | 30,100 | $0 | 12/31/2023 |
Put | 30,100 | $0 | 12/31/2023 |
Swan Global Investments LLC | $-48 | 12/31/2023 | |
Put | 347,000 | $25,999 | 12/31/2023 |
EFA | 344,400 | $25,951 | 12/31/2023 |
Balyasny Asset Management LLC | $-301 | 12/31/2023 | |
Put | 4,000 | $301 | 12/31/2023 |
Paloma Partners Management Co | $-2,178 | 12/31/2023 | |
Put | 255,900 | $19,282 | 12/31/2023 |
Call | 227,000 | $17,104 | 12/31/2023 |
Bain Capital Public Equity LP | $-2,758 | 12/31/2023 | |
Put | 36,600 | $2,758 | 12/31/2023 |
Clear Street Markets LLC | $-3,692 | 12/31/2023 | |
Put | 49,000 | $3,692 | 12/31/2023 |
Nomura Holdings Inc. | $-3,767 | 12/31/2023 | |
Put | 500,000 | $37,675 | 12/31/2023 |
Call | 450,000 | $33,908 | 12/31/2023 |
Millennium Management LLC | $-10,749 | 12/31/2023 | |
Put | 2,772,400 | $208,900 | 12/31/2023 |
Call | 2,430,600 | $183,146 | 12/31/2023 |
EFA | 199,131 | $15,005 | 12/31/2023 |
Citigroup Inc. | $-14,115 | 12/31/2023 | |
Put | 7,454,700 | $561,712 | 12/31/2023 |
Call | 6,778,600 | $510,768 | 12/31/2023 |
EFA | 488,768 | $36,829 | 12/31/2023 |
GTS Securities LLC | $-16,765 | 12/31/2023 | |
Put | 320,000 | $24,112 | 12/31/2023 |
Call | 97,500 | $7,347 | 12/31/2023 |
Point72 Asset Management L.P. | $-18,838 | 12/31/2023 | |
Put | 250,000 | $18,838 | 12/31/2023 |
Parallax Volatility Advisers L.P. | $-24,208 | 12/31/2023 | |
Put | 633,300 | $47,719 | 12/31/2023 |
EFA | 209,533 | $15,788 | 12/31/2023 |
Call | 102,500 | $7,723 | 12/31/2023 |
Bain Capital Public Equity Management II LLC | $-37,102 | 12/31/2023 | |
Put | 492,400 | $37,102 | 12/31/2023 |
Brevan Howard Capital Management LP | $-60,092 | 12/31/2023 | |
Put | 797,500 | $60,092 | 12/31/2023 |
Barclays PLC | $-74,719 | 12/31/2023 | |
Put | 7,448,800 | $561,268 | 12/31/2023 |
Call | 5,916,000 | $445,770 | 12/31/2023 |
EFA | 541,193 | $40,779 | 12/31/2023 |
Squarepoint Ops LLC | $-74,736 | 12/31/2023 | |
Put | 8,000,200 | $602,815 | 12/31/2023 |
Call | 6,889,700 | $519,139 | 12/31/2023 |
EFA | 118,641 | $8,940 | 12/31/2023 |
Walleye Trading LLC | $-84,475 | 12/31/2023 | |
Put | 1,355,900 | $102,167 | 12/31/2023 |
Call | 234,800 | $17,692 | 12/31/2023 |
Bracebridge Capital LLC | $-157,101 | 12/31/2023 | |
Put | 27,500 | $243,652 | 12/31/2023 |
Call | 7,200 | $86,551 | 12/31/2023 |
Capstone Investment Advisors LLC | $-174,277 | 12/31/2023 | |
Put | 2,388,400 | $179,966 | 12/31/2023 |
Call | 75,000 | $5,651 | 12/31/2023 |
EFA | 503 | $38 | 12/31/2023 |
Genus Capital Management Inc. | $-280,754 | 12/31/2023 | |
Put | 3,726 | $280,754 | 12/31/2023 |
Susquehanna International Group LLP | $-365,550 | 12/31/2023 | |
Put | 24,796,800 | $1,868,439 | 12/31/2023 |
Call | 16,498,700 | $1,243,177 | 12/31/2023 |
EFA | 3,446,744 | $259,712 | 12/31/2023 |
Curated Wealth Partners LLC | 13,250 | $-1,058,145 | 03/31/2024 |
Put | 13,250 | $1,058,145 | 03/31/2024 |
See Summary: Institutional Holders of EFA
See Details: Top 10 Hedge Funds Holding EFA
Also See: EFA Holdings Changes
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