HoldingsChannel.com
Funds Holding EFG
HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.14,628,552$1,215,779 06/30/2020
     EFG14,628,552$1,215,779 06/30/2020
Jones Financial Companies Lllp7,349,697$608,944 06/30/2020
     EFG7,349,697$608,944 06/30/2020
FMR LLC4,756,663$338,246 03/31/2020
     EFG4,756,663$338,246 03/31/2020
Bank of America Corp DE2,614,404$185,912 03/31/2020
     EFG2,614,404$185,912 03/31/2020
Park Avenue Securities LLC1,661,672$138,102 06/30/2020
     EFG1,661,672$138,102 06/30/2020
Wells Fargo & Company MN1,862,849$132,467 03/31/2020
     EFG1,862,849$132,467 03/31/2020
PNC Financial Services Group Inc.1,642,467$116,796 03/31/2020
     EFG1,642,467$116,796 03/31/2020
Janney Montgomery Scott LLC1,379,015$114,610 06/30/2020
     EFG1,379,015$114,610 06/30/2020
RiverFront Investment Group LLC1,285,760$106,859 06/30/2020
     EFG1,285,760$106,859 06/30/2020
CWM LLC1,132,110$94,090 06/30/2020
     EFG1,132,110$94,090 06/30/2020
US Bancorp DE1,243,939$88,456 03/31/2020
     EFG1,243,939$88,456 03/31/2020
Morgan Stanley985,510$70,080 03/31/2020
     EFG985,510$70,080 03/31/2020
People s United Financial Inc.962,755$68,462 03/31/2020
     EFG962,755$68,462 03/31/2020
Mutual of America Capital Management LLC710,200$59,025 06/30/2020
     EFG710,200$59,025 06/30/2020
M&T Bank Corp670,936$55,762 06/30/2020
     EFG670,936$55,762 06/30/2020
UBS Group AG650,470$54,061 06/30/2020
     EFG650,470$54,061 06/30/2020
AE Wealth Management LLC648,593$53,905 06/30/2020
     EFG648,593$53,905 06/30/2020
Sawtooth Solutions LLC648,195$53,872 06/30/2020
     EFG648,195$53,872 06/30/2020
Raymond James & Associates644,890$53,597 06/30/2020
     EFG644,890$53,597 06/30/2020
JPMorgan Chase & Co.713,637$50,747 03/31/2020
     EFG713,637$50,747 03/31/2020
Integrated Wealth Concepts LLC534,436$44,417 06/30/2020
     EFG534,436$44,417 06/30/2020
Truist Financial Corp601,938$42,803 03/31/2020
     EFG601,938$42,803 03/31/2020
Financial Advisory Service Inc.510,526$42,430 06/30/2020
     EFG510,526$42,430 06/30/2020
BlackRock Inc.591,638$42,071 03/31/2020
     EFG591,638$42,071 03/31/2020
Country Club Trust Company n.a.497,923$41,417 06/30/2020
     EFG497,923$41,417 06/30/2020
Raymond James Financial Services Advisors Inc.426,517$35,449 06/30/2020
     EFG426,517$35,449 06/30/2020
Adviser Investments LLC414,615$34,459 06/30/2020
     EFG414,615$34,459 06/30/2020
Northwestern Mutual Wealth Management Co.379,649$26,997 03/31/2020
     EFG379,649$26,997 03/31/2020
Ameriprise Financial Inc.365,224$25,996 03/31/2020
     EFG365,224$25,996 03/31/2020
Bank of New York Mellon Corp334,921$23,816 03/31/2020
     EFG334,921$23,816 03/31/2020
BOKF NA311,760$22,169 03/31/2020
     EFG311,760$22,169 03/31/2020
NBT Bank N A NY243,061$20,201 06/30/2020
     EFG243,061$20,201 06/30/2020
Jane Street Group LLC281,325$20,005 03/31/2020
     EFG281,325$20,005 03/31/2020
Royal Bank of Canada275,362$19,581 03/31/2020
     EFG275,362$19,581 03/31/2020
Cambridge Investment Research Advisors Inc.217,044$18,039 06/30/2020
     EFG217,044$18,039 06/30/2020
Balasa Dinverno & Foltz LLC239,435$17,026 03/31/2020
     EFG239,435$17,026 03/31/2020
BOK Financial Private Wealth Inc.230,415$16,385 03/31/2020
     EFG230,415$16,385 03/31/2020
PAX Financial Group LLC179,774$14,941 06/30/2020
     EFG179,774$14,941 06/30/2020
Icon Wealth Partners LLC178,527$14,837 06/30/2020
     EFG178,527$14,837 06/30/2020
Staley Capital Advisers Inc.206,870$14,711 03/31/2020
     EFG206,870$14,711 03/31/2020
GWM Advisors LLC176,790$14,693 06/30/2020
     EFG176,790$14,693 06/30/2020
MUFG Americas Holdings Corp158,432$13,167 06/30/2020
     EFG158,432$13,167 06/30/2020
Steel Peak Wealth Management LLC156,496$13,006 06/30/2020
     EFG156,496$13,006 06/30/2020
Commonwealth Equity Services LLC174,486$12,407 03/31/2020
     EFG174,486$12,407 03/31/2020
Cranbrook Wealth Management LLC147,430$12,253 06/30/2020
     EFG147,430$12,253 06/30/2020
Covenant Partners LLC164,617$11,706 03/31/2020
     EFG164,617$11,706 03/31/2020
Wakefield Asset Management LLLP140,059$11,640 06/30/2020
     EFG140,059$11,640 06/30/2020
IndexIQ Advisors LLC160,420$11,408 03/31/2020
     EFG160,420$11,408 03/31/2020
Stone House Investment Management LLC137,146$11,398 06/30/2020
     EFG137,146$11,398 06/30/2020
Blair William & Co. IL159,315$11,329 03/31/2020
     EFG159,315$11,329 03/31/2020
LPL Financial LLC151,831$10,797 03/31/2020
     EFG151,831$10,797 03/31/2020
Stifel Financial Corp144,453$10,259 03/31/2020
     EFG144,453$10,259 03/31/2020
55I LLC135,748$10,077 03/31/2020
     EFG135,748$10,077 03/31/2020
Brookstone Capital Management113,665$9,447 06/30/2020
     EFG113,665$9,447 06/30/2020
Cooper Financial Group113,137$9,403 06/30/2020
     EFG113,137$9,403 06/30/2020
Fifth Third Bancorp110,583$9,191 06/30/2020
     EFG110,583$9,191 06/30/2020
Pettinga Financial Advisors LLC110,306$9,168 06/30/2020
     EFG110,306$9,168 06/30/2020
Baker Avenue Asset Management LP119,342$8,486 03/31/2020
     EFG119,342$8,486 03/31/2020
Sharkey Howes & Javer101,609$8,445 06/30/2020
     EFG101,609$8,445 06/30/2020
Dubuque Bank & Trust97,078$8,068 06/30/2020
     EFG97,078$8,068 06/30/2020
Advisor Group Holdings Inc.505,727$7,601 03/31/2020
     EFG505,727$7,601 03/31/2020
Vivid Financial Management Inc.87,296$7,255 06/30/2020
     EFG87,296$7,255 06/30/2020
First Republic Investment Management Inc.98,034$6,971 03/31/2020
     EFG98,034$6,971 03/31/2020
Shakespeare Wealth Management Inc.94,129$6,694 03/31/2020
     EFG94,129$6,694 03/31/2020
Comerica Securities Inc.79,042$6,569 06/30/2020
     EFG79,042$6,569 06/30/2020
Cypress Wealth Services LLC77,279$6,423 06/30/2020
     EFG77,279$6,423 06/30/2020
Steward Partners Investment Advisory LLC75,448$6,270 06/30/2020
     EFG75,448$6,270 06/30/2020
National Asset Management Inc.73,941$6,146 06/30/2020
     EFG73,941$6,146 06/30/2020
Captrust Financial Advisors89,546$6,113 03/31/2020
     EFG89,546$6,113 03/31/2020
Managed Account Services Inc.69,299$6,030 06/30/2020
     EFG69,299$6,030 06/30/2020
Mariner LLC83,919$5,967 03/31/2020
     EFG83,919$5,967 03/31/2020
FLC Capital Advisors68,630$5,882 06/30/2020
     EFG68,630$5,882 06/30/2020
B. Riley Wealth Management Inc.81,609$5,803 03/31/2020
     EFG81,609$5,803 03/31/2020
Nicholas Hoffman & Company LLC.80,810$5,746 03/31/2020
     EFG80,810$5,746 03/31/2020
Waller Financial Planning Group Inc.66,826$5,554 06/30/2020
     EFG66,826$5,554 06/30/2020
Venturi Wealth Management LLC64,890$5,393 06/30/2020
     EFG64,890$5,393 06/30/2020
LifePlan Financial Group Inc64,479$5,359 06/30/2020
     EFG64,479$5,359 06/30/2020
Fragasso Group Inc.75,243$5,351 03/31/2020
     EFG75,243$5,351 03/31/2020
Mercer Global Advisors Inc. ADV74,796$5,319 03/31/2020
     EFG74,796$5,319 03/31/2020
Goldman Sachs Group Inc.71,397$5,077 03/31/2020
     EFG71,397$5,077 03/31/2020
Clark Capital Management Group Inc.70,449$5,010 03/31/2020
     EFG70,449$5,010 03/31/2020
Liberty Wealth Management LLC59,741$4,965 06/30/2020
     EFG59,741$4,965 06/30/2020
Confluence Wealth Management LLC69,234$4,923 03/31/2020
     EFG69,234$4,923 03/31/2020
Financial Management Professionals Inc.57,290$4,761 06/30/2020
     EFG57,290$4,761 06/30/2020
Moneta Group Investment Advisors LLC66,573$4,734 03/31/2020
     EFG66,573$4,734 03/31/2020
Clear Creek Financial Management LLC56,588$4,702 06/30/2020
     EFG56,588$4,702 06/30/2020
Day & Ennis LLC58,715$4,691 06/30/2020
     EFG58,715$4,691 06/30/2020
Concorde Asset Management LLC56,218$4,673 06/30/2020
     EFG56,218$4,673 06/30/2020
Brighton Jones LLC64,122$4,560 03/31/2020
     EFG64,122$4,560 03/31/2020
Colony Group LLC63,726$4,532 03/31/2020
     EFG63,726$4,532 03/31/2020
Southern Wealth Management LLP62,225$4,425 03/31/2020
     EFG62,225$4,425 03/31/2020
Commerce Bank60,577$4,307 03/31/2020
     EFG60,577$4,307 03/31/2020
NorthRock Partners LLC60,194$4,280 03/31/2020
     EFG60,194$4,280 03/31/2020
Parkside Financial Bank & Trust60,101$4,274 03/31/2020
     EFG60,101$4,274 03/31/2020
Jasper Ridge Partners L.P.59,403$4,224 03/31/2020
     EFG59,403$4,224 03/31/2020
Austin Private Wealth LLC56,955$4,050 03/31/2020
     EFG56,955$4,050 03/31/2020
Pinnacle Financial Partners Inc.48,003$3,990 06/30/2020
     EFG48,003$3,990 06/30/2020
UMA Financial Services Inc.53,422$3,982 03/31/2020
     EFG53,422$3,982 03/31/2020
RFG Advisory LLC47,562$3,953 06/30/2020
     EFG47,562$3,953 06/30/2020
One Capital Management LLC55,315$3,933 03/31/2020
     EFG55,315$3,933 03/31/2020
Strategic Blueprint LLC46,820$3,891 06/30/2020
     EFG46,820$3,891 06/30/2020
Citigroup Inc.53,642$3,815 03/31/2020
     EFG53,642$3,815 03/31/2020
Baird Financial Group Inc.49,372$3,511 03/31/2020
     EFG49,372$3,511 03/31/2020
Ifrah Financial Services Inc.49,308$3,506 03/31/2020
     EFG49,308$3,506 03/31/2020
Greenwood Capital Associates LLC48,985$3,472 03/31/2020
     EFG48,985$3,472 03/31/2020
MA Private Wealth40,874$3,397 06/30/2020
     EFG40,874$3,397 06/30/2020
Girard Partners LTD.47,737$3,394 03/31/2020
     EFG47,737$3,394 03/31/2020
Northern Trust Corp47,365$3,369 03/31/2020
     EFG47,365$3,369 03/31/2020
PFG Private Wealth Management LLC47,184$3,355 03/31/2020
     EFG47,184$3,355 03/31/2020
Checchi Capital Advisers LLC46,941$3,338 03/31/2020
     EFG46,941$3,338 03/31/2020
Horst & Graben Wealth Management LLC40,026$3,327 06/30/2020
     EFG40,026$3,327 06/30/2020
Bay Harbor Wealth Management LLC39,616$3,292 06/30/2020
     EFG39,616$3,292 06/30/2020
Glenmede Trust Co. NA37,008$3,199 03/31/2020
     EFG37,008$3,199 03/31/2020
Hsbc Holdings PLC43,836$3,117 03/31/2020
     EFG43,836$3,117 03/31/2020
WealthPLAN Partners LLC39,784$2,997 03/31/2020
     EFG39,784$2,997 03/31/2020
Sheets Smith Wealth Management34,758$2,889 06/30/2020
     EFG34,758$2,889 06/30/2020
Nwam LLC34,517$2,869 06/30/2020
     EFG34,517$2,869 06/30/2020
Bogart Wealth LLC34,285$2,849 06/30/2020
     EFG34,285$2,849 06/30/2020
HighTower Advisors LLC38,719$2,742 03/31/2020
     EFG38,719$2,742 03/31/2020
Sigma Planning Corp32,149$2,672 06/30/2020
     EFG32,149$2,672 06/30/2020
Northern Oak Wealth Management Inc.37,517$2,668 03/31/2020
     EFG37,517$2,668 03/31/2020
Omega Financial Group LLC31,258$2,598 06/30/2020
     EFG31,258$2,598 06/30/2020
Foundations Investment Advisors LLC30,457$2,569 06/30/2020
     EFG30,457$2,569 06/30/2020
Regal Investment Advisors LLC29,995$2,493 06/30/2020
     EFG29,995$2,493 06/30/2020
Fiduciary Trust Co.34,580$2,459 03/31/2020
     EFG34,580$2,459 03/31/2020
20 20 Capital Management Inc.32,061$2,432 03/31/2020
     EFG32,061$2,432 03/31/2020
Merriman Wealth Management LLC28,093$2,335 06/30/2020
     EFG28,093$2,335 06/30/2020
Carnegie Capital Asset Management LLC27,929$2,321 06/30/2020
     EFG27,929$2,321 06/30/2020
Mid Atlantic Financial Management Inc. ADV27,692$2,301 06/30/2020
     EFG27,692$2,301 06/30/2020
TRUE Private Wealth Advisors27,542$2,289 06/30/2020
     EFG27,542$2,289 06/30/2020
Smart Money Group LLC27,170$2,257 06/30/2020
     EFG27,170$2,257 06/30/2020
Koshinski Asset Management Inc.26,958$2,240 06/30/2020
     EFG26,958$2,240 06/30/2020
Global Wealth Management Investment Advisory Inc.31,351$2,229 03/31/2020
     EFG31,351$2,229 03/31/2020
Advisory Services Network LLC30,633$2,178 03/31/2020
     EFG30,633$2,178 03/31/2020
Hanlon Investment Management Inc.26,119$2,171 06/30/2020
     EFG26,119$2,171 06/30/2020
Mount Yale Investment Advisors LLC26,007$2,161 06/30/2020
     EFG26,007$2,161 06/30/2020
Cornerstone Wealth Management LLC25,747$2,140 06/30/2020
     EFG25,747$2,140 06/30/2020
Harding Loevner LP28,930$2,057 03/31/2020
     EFG28,930$2,057 03/31/2020
Natixis Advisors L.P.28,917$2,056 03/31/2020
     EFG28,917$2,056 03/31/2020
Telemus Capital LLC23,499$2,015 06/30/2020
     EFG23,499$2,015 06/30/2020
Patten Group Inc.24,239$2,014 06/30/2020
     EFG24,239$2,014 06/30/2020
Robertson Stephens Wealth Management LLC27,278$1,940 03/31/2020
     EFG27,278$1,940 03/31/2020
Starfire Investment Advisers Inc.22,978$1,909 06/30/2020
     EFG22,978$1,909 06/30/2020
Rowland Carmichael Advisors Inc. ADV22,836$1,898 06/30/2020
     EFG22,836$1,898 06/30/2020
Rinet Co LLC26,134$1,858 03/31/2020
     EFG26,134$1,858 03/31/2020
Valmark Advisers Inc.22,096$1,836 06/30/2020
     EFG22,096$1,836 06/30/2020
D.A. Davidson & CO.25,820$1,836 03/31/2020
     EFG25,820$1,836 03/31/2020
United Capital Financial Advisers LLC26,632$1,826 03/31/2020
     EFG26,632$1,826 03/31/2020
Disciplined Investments LLC25,578$1,819 03/31/2020
     EFG25,578$1,819 03/31/2020
Dowling & Yahnke LLC21,655$1,800 06/30/2020
     EFG21,655$1,800 06/30/2020
HC Financial Advisors Inc.21,164$1,759 06/30/2020
     EFG21,164$1,759 06/30/2020
Huntington National Bank20,839$1,732 06/30/2020
     EFG20,839$1,732 06/30/2020
Affiance Financial LLC20,628$1,714 06/30/2020
     EFG20,628$1,714 06/30/2020
Advisory Alpha LLC21,951$1,623 03/31/2020
     EFG21,951$1,623 03/31/2020
Wambolt & Associates LLC18,892$1,570 06/30/2020
     EFG18,892$1,570 06/30/2020
Transcend Wealth Collective LLC18,882$1,569 06/30/2020
     EFG18,882$1,569 06/30/2020
MML Investors Services LLC21,892$1,557 03/31/2020
     EFG21,892$1,557 03/31/2020
Key Financial Inc21,519$1,546 03/31/2020
     EFG21,519$1,546 03/31/2020
TCF National Bank18,298$1,478 06/30/2020
     EFG18,298$1,478 06/30/2020
FARMERS & MERCHANTS TRUST Co OF LONG BEACH17,400$1,446 06/30/2020
     EFG17,400$1,446 06/30/2020
Legacy Wealth Planning LLC20,126$1,431 03/31/2020
     EFG20,126$1,431 03/31/2020
Creative Planning16,981$1,411 06/30/2020
     EFG16,981$1,411 06/30/2020
IFP Advisors Inc16,405$1,364 06/30/2020
     EFG16,405$1,364 06/30/2020
CX Institutional15,490$1,287 06/30/2020
     EFG15,490$1,287 06/30/2020
Qube Research & Technologies Ltd18,007$1,280 03/31/2020
     EFG18,007$1,280 03/31/2020
Autus Asset Management LLC15,176$1,261 06/30/2020
     EFG15,176$1,261 06/30/2020
Strategic Wealth Advisors Group LLC14,485$1,211 06/30/2020
     EFG14,485$1,211 06/30/2020
Western Wealth Management LLC14,493$1,205 06/30/2020
     EFG14,493$1,205 06/30/2020
Burleson & Company LLC15,627$1,199 03/31/2020
     EFG15,627$1,199 03/31/2020
Bank of Montreal Can17,126$1,189 03/31/2020
     EFG17,126$1,189 03/31/2020
Great Valley Advisor Group Inc.14,145$1,177 06/30/2020
     EFG14,145$1,177 06/30/2020
Sequent Asset Management LLC14,000$1,164 06/30/2020
     EFG14,000$1,164 06/30/2020
NewFocus Financial Group LLC13,980$1,162 06/30/2020
     EFG13,980$1,162 06/30/2020
Palisade Asset Management LLC13,729$1,141 06/30/2020
     EFG13,729$1,141 06/30/2020
OmniStar Financial Group Inc.13,313$1,106 06/30/2020
     EFG13,313$1,106 06/30/2020
Belpointe Asset Management LLC13,308$1,106 06/30/2020
     EFG13,308$1,106 06/30/2020
James Investment Research Inc.13,020$1,082 06/30/2020
     EFG13,020$1,082 06/30/2020
Wolff Financial Management LLC12,902$1,072 06/30/2020
     EFG12,902$1,072 06/30/2020
Hyman Charles D17,551$1,068 06/30/2020
     EFG17,551$1,068 06/30/2020
Vigilare Wealth Management12,589$1,046 06/30/2020
     EFG12,589$1,046 06/30/2020
Trustmark National Bank Trust Department14,550$1,035 03/31/2020
     EFG14,550$1,035 03/31/2020
Palladium Partners LLC13,895$988 03/31/2020
     EFG13,895$988 03/31/2020
Dixon Hubard Feinour & Brown Inc. VA11,126$980 06/30/2020
     EFG11,126$980 06/30/2020
Thrivent Financial for Lutherans13,695$974 03/31/2020
     EFG13,695$974 03/31/2020
Mather Group LLC.13,678$973 03/31/2020
     EFG13,678$973 03/31/2020
Choate Investment Advisors11,650$968 06/30/2020
     EFG11,650$968 06/30/2020
Veritable L.P.13,378$951 03/31/2020
     EFG13,378$951 03/31/2020
Patriot Financial Group Insurance Agency LLC11,222$933 06/30/2020
     EFG11,222$933 06/30/2020
ETRADE Capital Management LLC13,105$932 03/31/2020
     EFG13,105$932 03/31/2020
Quaker Wealth Management LLC11,136$926 06/30/2020
     EFG11,136$926 06/30/2020
Institute for Wealth Management LLC.11,106$923 06/30/2020
     EFG11,106$923 06/30/2020
Rockefeller Capital Management L.P.12,986$923 03/31/2020
     EFG12,986$923 03/31/2020
BTC Capital Management Inc.11,025$916 06/30/2020
     EFG11,025$916 06/30/2020
Lincoln National Corp11,005$915 06/30/2020
     EFG11,005$915 06/30/2020
United Asset Strategies Inc.10,628$883 06/30/2020
     EFG10,628$883 06/30/2020
TAP Consulting LLC12,263$872 03/31/2020
     EFG12,263$872 03/31/2020
Mutual Advisors LLC10,282$855 06/30/2020
     EFG10,282$855 06/30/2020
Harbour Capital Advisors LLC10,255$852 06/30/2020
     EFG10,255$852 06/30/2020
Vestmark Advisory Solutions Inc.11,924$848 03/31/2020
     EFG11,924$848 03/31/2020
Avantax Advisory Services Inc.10,082$832 06/30/2020
     EFG10,082$832 06/30/2020
Creative Financial Designs Inc. ADV9,974$829 06/30/2020
     EFG9,974$829 06/30/2020
Comerica Bank9,180$810 06/30/2020
     EFG9,180$810 06/30/2020
Honkamp Krueger Financial Services Inc.9,715$807 06/30/2020
     EFG9,715$807 06/30/2020
Squar Milner Financial Services LLC9,685$805 06/30/2020
     EFG9,685$805 06/30/2020
Successful Portfolios LLC9,646$802 06/30/2020
     EFG9,646$802 06/30/2020
Synovus Financial Corp10,909$773 03/31/2020
     EFG10,909$773 03/31/2020
Montecito Bank & Trust9,291$772 06/30/2020
     EFG9,291$772 06/30/2020
Pinnacle Associates Ltd.10,843$771 03/31/2020
     EFG10,843$771 03/31/2020
Wsfs Capital Management LLC10,764$765 03/31/2020
     EFG10,764$765 03/31/2020
Schneider Downs Wealth Management Advisors LP9,068$754 06/30/2020
     EFG9,068$754 06/30/2020
Cary Street Partner Investment Advisory LLC9,046$751 06/30/2020
     EFG9,046$751 06/30/2020
Conning Inc.10,507$747 03/31/2020
     EFG10,507$747 03/31/2020
Neuberger Berman Group LLC10,473$745 03/31/2020
     EFG10,473$745 03/31/2020
Evensky & Katz LLC8,934$743 06/30/2020
     EFG8,934$743 06/30/2020
Equitable Holdings Inc.9,907$704 03/31/2020
     EFG9,907$704 03/31/2020
RDA Financial Network8,413$699 06/30/2020
     EFG8,413$699 06/30/2020
SigFig Wealth Management LLC8,394$698 06/30/2020
     EFG8,394$698 06/30/2020
Wedbush Securities Inc.7,360$612 06/30/2020
     EFG7,360$612 06/30/2020
Franklin Resources Inc.8,465$602 03/31/2020
     EFG8,465$602 03/31/2020
Kingsview Wealth Management LLC8,426$599 03/31/2020
     EFG8,426$599 03/31/2020
Droms Strauss Advisors Inc. MO ADV8,189$584 03/31/2020
     EFG8,189$584 03/31/2020
Goldstein Munger & Associates7,922$563 03/31/2020
     EFG7,922$563 03/31/2020
SOL Capital Management CO6,710$558 06/30/2020
     EFG6,710$558 06/30/2020
Cetera Advisor Networks LLC7,428$528 03/31/2020
     EFG7,428$528 03/31/2020
Cetera Advisors LLC7,401$526 03/31/2020
     EFG7,401$526 03/31/2020
Kalos Management Inc.6,628$511 03/31/2020
     EFG6,628$511 03/31/2020
Gables Capital Management Inc.6,139$510 06/30/2020
     EFG6,139$510 06/30/2020
SVA Wealth Management LLC6,124$509 06/30/2020
     EFG6,124$509 06/30/2020
Brown Advisory Inc.7,148$508 03/31/2020
     EFG7,148$508 03/31/2020
Parametric Portfolio Associates LLC7,116$506 03/31/2020
     EFG7,116$506 03/31/2020
Alerus Financial NA7,060$502 03/31/2020
     EFG7,060$502 03/31/2020
Capital Analysts LLC7,009$498 03/31/2020
     EFG7,009$498 03/31/2020
Principal Financial Group Inc.5,953$495 06/30/2020
     EFG5,953$495 06/30/2020
Stratos Wealth Advisors LLC5,894$490 06/30/2020
     EFG5,894$490 06/30/2020
Kovack Advisors Inc.5,806$483 06/30/2020
     EFG5,806$483 06/30/2020
West Coast Financial LLC5,787$481 06/30/2020
     EFG5,787$481 06/30/2020
NEXT Financial Group Inc5,771$480 06/30/2020
     EFG5,771$480 06/30/2020
Middleton & Co Inc MA5,762$479 06/30/2020
     EFG5,762$479 06/30/2020
Relaxing Retirement Coach5,674$472 06/30/2020
     EFG5,674$472 06/30/2020
Highland Capital Management LLC5,423$451 06/30/2020
     EFG5,423$451 06/30/2020
V Wealth Advisors LLC5,369$447 06/30/2020
     EFG5,369$447 06/30/2020
Veracity Capital LLC5,361$446 06/30/2020
     EFG5,361$446 06/30/2020
Guidance Point Advisors LLC5,320$442 06/30/2020
     EFG5,320$442 06/30/2020
Raymond James Trust N.A.5,221$434 06/30/2020
     EFG5,221$434 06/30/2020
J.W. Cole Advisors Inc.5,990$426 03/31/2020
     EFG5,990$426 03/31/2020
BSW Wealth Partners5,874$418 03/31/2020
     EFG5,874$418 03/31/2020
Cpwm LLC5,847$416 03/31/2020
     EFG5,847$416 03/31/2020
Birch Hill Investment Advisors LLC5,841$415 03/31/2020
     EFG5,841$415 03/31/2020
Oppenheimer & Co. Inc.5,818$414 03/31/2020
     EFG5,818$414 03/31/2020
Argent Advisors Inc.5,705$406 03/31/2020
     EFG5,705$406 03/31/2020
Teamwork Financial Advisors LLC4,814$400 06/30/2020
     EFG4,814$400 06/30/2020
F3Logic LLC5,639$400 03/31/2020
     EFG5,639$400 03/31/2020
Bar Harbor Trust Services4,780$397 06/30/2020
     EFG4,780$397 06/30/2020
Tocqueville Asset Management L.P.5,400$384 03/31/2020
     EFG5,400$384 03/31/2020
First Heartland Consultants Inc.4,521$376 06/30/2020
     EFG4,521$376 06/30/2020
Bainco International Investors4,500$374 06/30/2020
     EFG4,500$374 06/30/2020
Mission Wealth Management LP4,433$368 06/30/2020
     EFG4,433$368 06/30/2020
Boston Private Wealth LLC4,359$362 06/30/2020
     EFG4,359$362 06/30/2020
Citizens Financial Group Inc RI5,093$362 03/31/2020
     EFG5,093$362 03/31/2020
We Are One Seven LLC5,081$361 03/31/2020
     EFG5,081$361 03/31/2020
Associated Banc Corp5,022$357 03/31/2020
     EFG5,022$357 03/31/2020
Haverford Trust Co.5,008$356 03/31/2020
     EFG5,008$356 03/31/2020
Pennsylvania Trust Co4,912$350 03/31/2020
     EFG4,912$350 03/31/2020
AdvisorNet Financial Inc4,767$339 03/31/2020
     EFG4,767$339 03/31/2020
Jaffetilchin Investment Partners LLC4,054$337 06/30/2020
     EFG4,054$337 06/30/2020
Burt Wealth Advisors4,000$332 06/30/2020
     EFG4,000$332 06/30/2020
Leisure Capital Management4,000$332 06/30/2020
     EFG4,000$332 06/30/2020
Flagship Harbor Advisors LLC3,999$332 06/30/2020
     EFG3,999$332 06/30/2020
Segall Bryant & Hamill LLC4,576$324 03/31/2020
     EFG4,576$324 03/31/2020
Trellis Advisors LLC3,890$323 06/30/2020
     EFG3,890$323 06/30/2020
Smith Salley & Associates3,785$315 06/30/2020
     EFG3,785$315 06/30/2020
Financial Counselors Inc.4,383$312 03/31/2020
     EFG4,383$312 03/31/2020
Ameritas Investment Company LLC4,533$310 03/31/2020
     EFG4,533$310 03/31/2020
TD Capital Management LLC4,348$309 03/31/2020
     EFG4,348$309 03/31/2020
Deutsche Bank AG4,319$307 03/31/2020
     EFG4,319$307 03/31/2020
Susquehanna International Group LLP $306 03/31/2020
     Call4,300$306 03/31/2020
CENTRAL TRUST Co3,674$305 06/30/2020
     EFG3,674$305 06/30/2020
Perennial Investment Advisors LLC3,620$301 06/30/2020
     EFG3,620$301 06/30/2020
Wealthsource Partners LLC4,206$299 03/31/2020
     EFG4,206$299 03/31/2020
Csenge Advisory Group3,398$282 06/30/2020
     EFG3,398$282 06/30/2020
AdvicePeriod LLC3,330$277 06/30/2020
     EFG3,330$277 06/30/2020
Private Advisor Group LLC3,856$274 03/31/2020
     EFG3,856$274 03/31/2020
Evanson Asset Management LLC3,247$270 06/30/2020
     EFG3,247$270 06/30/2020
Sequoia Financial Advisors LLC3,777$269 03/31/2020
     EFG3,777$269 03/31/2020
White Lighthouse Investment Management Inc.3,220$268 06/30/2020
     EFG3,220$268 06/30/2020
StrategIQ Financial Group LLC3,204$266 06/30/2020
     EFG3,204$266 06/30/2020
Cortland Associates Inc. MO3,150$262 06/30/2020
     EFG3,150$262 06/30/2020
Private Portfolio Partners LLC3,650$260 03/31/2020
     EFG3,650$260 03/31/2020
Wesbanco Bank Inc.3,110$258 06/30/2020
     EFG3,110$258 06/30/2020
Matrix Asset Advisors Inc. NY3,580$255 03/31/2020
     EFG3,580$255 03/31/2020
Oldfather Financial Services LLC2,863$252 06/30/2020
     EFG2,863$252 06/30/2020
Archford Capital Strategies LLC3,018$251 06/30/2020
     EFG3,018$251 06/30/2020
Quadrant Private Wealth Management LLC3,018$251 06/30/2020
     EFG3,018$251 06/30/2020
GHP Investment Advisors Inc.2,972$247 06/30/2020
     EFG2,972$247 06/30/2020
First Allied Advisory Services Inc.3,456$246 03/31/2020
     EFG3,456$246 03/31/2020
Clifford Swan Investment Counsel LLC2,951$245 06/30/2020
     EFG2,951$245 06/30/2020
Oakworth Capital Inc.3,425$244 03/31/2020
     EFG3,425$244 03/31/2020
Laurel Wealth Advisors LLC2,926$243 06/30/2020
     EFG2,926$243 06/30/2020
BDO Wealth Advisors LLC3,295$234 03/31/2020
     EFG3,295$234 03/31/2020
Trexquant Investment LP3,262$232 03/31/2020
     EFG3,262$232 03/31/2020
Clearstead Advisors LLC3,203$228 03/31/2020
     EFG3,203$228 03/31/2020
Magnus Financial Group LLC3,183$226 03/31/2020
     EFG3,183$226 03/31/2020
Meitav Dash Investments Ltd.3,115$222 03/31/2020
     EFG3,115$222 03/31/2020
Bernicke Wealth Management Ltd.3,112$221 03/31/2020
     EFG3,112$221 03/31/2020
CRA Financial Services LLC2,599$216 06/30/2020
     EFG2,599$216 06/30/2020
DAVENPORT & Co LLC2,546$212 06/30/2020
     EFG2,546$212 06/30/2020
Capital Wealth Management LLC2,934$209 03/31/2020
     EFG2,934$209 03/31/2020
Regentatlantic Capital LLC2,900$206 03/31/2020
     EFG2,900$206 03/31/2020
Mountain Capital Investment Advisors Inc2,405$204 06/30/2020
     EFG2,405$204 06/30/2020
9258 Wealth Management LLC2,697$204 03/31/2020
     EFG2,697$204 03/31/2020
Clarius Group LLC2,440$203 06/30/2020
     EFG2,440$203 06/30/2020
Eudaimonia Partners LLC2,648$188 03/31/2020
     EFG2,648$188 03/31/2020
Massmutual Trust Co. FSB ADV2,578$183 03/31/2020
     EFG2,578$183 03/31/2020
CVA Family Office LLC2,150$179 06/30/2020
     EFG2,150$179 06/30/2020
Lloyd Advisory Services LLC.2,339$166 03/31/2020
     EFG2,339$166 03/31/2020
Sowell Financial Services LLC2,264$161 03/31/2020
     EFG2,264$161 03/31/2020
Simon Quick Advisors LLC1,772$147 06/30/2020
     EFG1,772$147 06/30/2020
Lenox Wealth Management Inc.1,733$144 06/30/2020
     EFG1,733$144 06/30/2020
Brand Asset Management Group Inc.1,645$137 06/30/2020
     EFG1,645$137 06/30/2020
Proequities Inc.1,900$135 03/31/2020
     EFG1,900$135 03/31/2020
Valeo Financial Advisors LLC1,453$121 06/30/2020
     EFG1,453$121 06/30/2020
Global Retirement Partners LLC1,442$120 06/30/2020
     EFG1,442$120 06/30/2020
First Manhattan Co.1,668$118 03/31/2020
     EFG1,668$118 03/31/2020
Golden State Wealth Management LLC1,580$112 03/31/2020
     EFG1,580$112 03/31/2020
Truewealth LLC1,228$102 06/30/2020
     EFG1,228$102 06/30/2020
Motco1,176$98 06/30/2020
     EFG1,176$98 06/30/2020
Webster Bank N. A.1,135$94 06/30/2020
     EFG1,135$94 06/30/2020
Bessemer Group Inc.1,100$91 06/30/2020
     EFG1,100$91 06/30/2020
Bartlett & Co. LLC1,075$89 06/30/2020
     EFG1,075$89 06/30/2020
Moisand Fitzgerald Tamayo LLC1,199$85 03/31/2020
     EFG1,199$85 03/31/2020
Valley National Advisers Inc.1,181$84 03/31/2020
     EFG1,181$84 03/31/2020
Stearns Financial Services Group1,162$83 03/31/2020
     EFG1,162$83 03/31/2020
Kayne Anderson Rudnick Investment Management LLC1,060$76 03/31/2020
     EFG1,060$76 03/31/2020
Whittier Trust Co.900$75 06/30/2020
     EFG900$75 06/30/2020
Baldwin Brothers Inc. MA880$73 06/30/2020
     EFG880$73 06/30/2020
Independence Bank of Kentucky863$72 06/30/2020
     EFG863$72 06/30/2020
LS Investment Advisors LLC900$64 03/31/2020
     EFG900$64 03/31/2020
Cribstone Capital Management LLC762$63 06/30/2020
     EFG762$63 06/30/2020
Pinnacle Bank710$59 06/30/2020
     EFG710$59 06/30/2020
Sandy Spring Bank765$54 03/31/2020
     EFG765$54 03/31/2020
Smithfield Trust Co.678$48 03/31/2020
     EFG678$48 03/31/2020
Benjamin F. Edwards & Company Inc.677$48 03/31/2020
     EFG677$48 03/31/2020
Stralem & Co. Inc.529$44 06/30/2020
     EFG529$44 06/30/2020
First Horizon Advisors Inc.528$43 06/30/2020
     EFG528$43 06/30/2020
HighMark Wealth Management LLC522$43 06/30/2020
     EFG522$43 06/30/2020
JNBA Financial Advisors480$40 06/30/2020
     EFG480$40 06/30/2020
Hudock Inc.556$39 03/31/2020
     EFG556$39 03/31/2020
Institutional & Family Asset Management LLC528$38 03/31/2020
     EFG528$38 03/31/2020
Ballast Advisors LLC443$37 06/30/2020
     EFG443$37 06/30/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC442$36 06/30/2020
     EFG442$36 06/30/2020
Certified Advisory Corp426$35 06/30/2020
     EFG426$35 06/30/2020
Barrett Asset Management LLC487$35 03/31/2020
     EFG487$35 03/31/2020
Archer Investment Corp466$33 03/31/2020
     EFG466$33 03/31/2020
First Financial Corp IN375$31 06/30/2020
     EFG375$31 06/30/2020
Selective Wealth Management Inc.292$24 06/30/2020
     EFG292$24 06/30/2020
Orion Portfolio Solutions LLC339$24 03/31/2020
     EFG339$24 03/31/2020
Paloma Partners Management Co322$23 03/31/2020
     EFG322$23 03/31/2020
Riverview Trust Co248$21 06/30/2020
     EFG248$21 06/30/2020
Reilly Financial Advisors LLC234$19 06/30/2020
     EFG234$19 06/30/2020
Tsfg LLC223$19 06/30/2020
     EFG223$19 06/30/2020
FinTrust Capital Advisors LLC235$17 03/31/2020
     EFG235$17 03/31/2020
Stonebridge Capital Advisors LLC200$14 03/31/2020
     EFG200$14 03/31/2020
Ironwood Financial llc140$12 06/30/2020
     EFG140$12 06/30/2020
Larson Financial Group LLC133$11 06/30/2020
     EFG133$11 06/30/2020
Claraphi Advisory Network LLC156$11 03/31/2020
     EFG156$11 03/31/2020
Blue Bell Private Wealth Management LLC100$10 06/30/2020
     EFG100$10 06/30/2020
AllSquare Wealth Management LLC140$10 03/31/2020
     EFG140$10 03/31/2020
Signaturefd LLC98$8 06/30/2020
     EFG98$8 06/30/2020
Ellevest Inc.98$8 06/30/2020
     EFG98$8 06/30/2020
Lehman & Derafelo Financial Resources LLC91$8 06/30/2020
     EFG91$8 06/30/2020
Asset Dedication LLC110$8 03/31/2020
     EFG110$8 03/31/2020
Prime Capital Investment Advisors LLC81$7 06/30/2020
     EFG81$7 06/30/2020
Meeder Asset Management Inc.94$7 03/31/2020
     EFG94$7 03/31/2020
Gradient Investments LLC66$5 06/30/2020
     EFG66$5 06/30/2020
First Bank & Trust58$5 06/30/2020
     EFG58$5 06/30/2020
GQ Asset Management LLC76$5 03/31/2020
     EFG76$5 03/31/2020
SRS Capital Advisors Inc.49$4 06/30/2020
     EFG49$4 06/30/2020
Lakeview Capital Partners LLC50$4 06/30/2020
     EFG50$4 06/30/2020
Capital Investment Advisory Services LLC45$4 06/30/2020
     EFG45$4 06/30/2020
Watson Rebecca50$4 06/30/2020
     EFG50$4 06/30/2020
Baystate Wealth Management LLC24$2 06/30/2020
     EFG24$2 06/30/2020
Center for Financial Planning Inc.29$2 06/30/2020
     EFG29$2 06/30/2020
Sofos Investments Inc.22$2 03/31/2020
     EFG22$2 03/31/2020
Jacobi Capital Management LLC2,211$1 06/30/2020
     EFG2,211$1 06/30/2020
Front Row Advisors LLC11$1 03/31/2020
     EFG11$1 03/31/2020
Emerald Investment Partners LLC11$1 03/31/2020
     EFG11$1 03/31/2020
Wealth Quarterback LLC10$1 03/31/2020
     EFG10$1 03/31/2020
Cutler Group LP300$0 06/30/2020
     Call300$0 06/30/2020

See Summary: Institutional Holders of EFG
See Details: Top 10 Hedge Funds Holding EFG
Also See: EFG Holdings Changes

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