HoldingsChannel.com
Funds Holding EFG
HolderAmountPosition Size
($ in 1000's)
 As of
Jones Financial Companies Lllp7,308,708$513,303 03/31/2020
     EFG7,308,708$513,303 03/31/2020
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
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
US Bancorp DE1,243,939$88,456 03/31/2020
     EFG1,243,939$88,456 03/31/2020
RiverFront Investment Group LLC1,292,814$82,422 03/31/2020
     EFG1,292,814$82,422 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
M&T Bank Corp740,350$52,646 03/31/2020
     EFG740,350$52,646 03/31/2020
Raymond James & Associates735,758$52,320 03/31/2020
     EFG735,758$52,320 03/31/2020
JPMorgan Chase & Co.713,637$50,747 03/31/2020
     EFG713,637$50,747 03/31/2020
Mutual of America Capital Management LLC695,800$49,478 03/31/2020
     EFG695,800$49,478 03/31/2020
Truist Financial Corp601,938$42,803 03/31/2020
     EFG601,938$42,803 03/31/2020
BlackRock Inc.591,638$42,071 03/31/2020
     EFG591,638$42,071 03/31/2020
Envestnet Asset Management Inc.553,982$39,394 03/31/2020
     EFG553,982$39,394 03/31/2020
Country Club Trust Company n.a.497,081$35,711 03/31/2020
     EFG497,081$35,711 03/31/2020
Financial Advisory Service Inc.429,920$30,572 03/31/2020
     EFG429,920$30,572 03/31/2020
Sawtooth Solutions LLC428,083$30,441 03/31/2020
     EFG428,083$30,441 03/31/2020
UBS Group AG418,479$29,758 03/31/2020
     EFG418,479$29,758 03/31/2020
AE Wealth Management LLC417,241$29,670 03/31/2020
     EFG417,241$29,670 03/31/2020
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
Adviser Investments LLC365,568$25,996 03/31/2020
     EFG365,568$25,996 03/31/2020
Bank of New York Mellon Corp334,921$23,816 03/31/2020
     EFG334,921$23,816 03/31/2020
Raymond James Financial Services Advisors Inc.324,133$23,049 03/31/2020
     EFG324,133$23,049 03/31/2020
BOKF NA311,760$22,169 03/31/2020
     EFG311,760$22,169 03/31/2020
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
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
NBT Bank N A NY227,656$16,189 03/31/2020
     EFG227,656$16,189 03/31/2020
Staley Capital Advisers Inc.206,870$14,711 03/31/2020
     EFG206,870$14,711 03/31/2020
Janney Montgomery Scott LLC188,844$13,429 03/31/2020
     EFG188,844$13,429 03/31/2020
PAX Financial Group LLC167,984$12,580 03/31/2020
     EFG167,984$12,580 03/31/2020
Commonwealth Equity Services LLC174,486$12,407 03/31/2020
     EFG174,486$12,407 03/31/2020
MUFG Americas Holdings Corp168,173$11,959 03/31/2020
     EFG168,173$11,959 03/31/2020
Covenant Partners LLC164,617$11,706 03/31/2020
     EFG164,617$11,706 03/31/2020
IndexIQ Advisors LLC160,420$11,408 03/31/2020
     EFG160,420$11,408 03/31/2020
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
Cranbrook Wealth Management LLC149,645$10,641 03/31/2020
     EFG149,645$10,641 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
Fifth Third Bancorp139,969$9,953 03/31/2020
     EFG139,969$9,953 03/31/2020
Ladenburg Thalmann Financial Services Inc.130,990$9,308 12/31/2019
     EFG130,990$9,308 12/31/2019
Baker Avenue Asset Management LP119,342$8,486 03/31/2020
     EFG119,342$8,486 03/31/2020
Advisor Group Holdings Inc.505,727$7,601 03/31/2020
     EFG505,727$7,601 03/31/2020
First Republic Investment Management Inc.98,034$6,971 03/31/2020
     EFG98,034$6,971 03/31/2020
Waller Financial Planning Group Inc.94,324$6,707 03/31/2020
     EFG94,324$6,707 03/31/2020
Shakespeare Wealth Management Inc.94,129$6,694 03/31/2020
     EFG94,129$6,694 03/31/2020
Captrust Financial Advisors89,546$6,113 03/31/2020
     EFG89,546$6,113 03/31/2020
Mariner LLC83,919$5,967 03/31/2020
     EFG83,919$5,967 03/31/2020
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
Wakefield Asset Management LLLP80,053$5,693 03/31/2020
     EFG80,053$5,693 03/31/2020
Clear Creek Financial Management LLC75,531$5,616 03/31/2020
     EFG75,531$5,616 03/31/2020
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
Venturi Wealth Management LLC71,364$5,075 03/31/2020
     EFG71,364$5,075 03/31/2020
Clark Capital Management Group Inc.70,449$5,010 03/31/2020
     EFG70,449$5,010 03/31/2020
Confluence Wealth Management LLC69,234$4,923 03/31/2020
     EFG69,234$4,923 03/31/2020
Managed Account Services Inc.71,405$4,881 03/31/2020
     EFG71,405$4,881 03/31/2020
Moneta Group Investment Advisors LLC66,573$4,734 03/31/2020
     EFG66,573$4,734 03/31/2020
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
Financial Management Professionals Inc.56,548$4,021 03/31/2020
     EFG56,548$4,021 03/31/2020
UMA Financial Services Inc.53,422$3,982 03/31/2020
     EFG53,422$3,982 03/31/2020
One Capital Management LLC55,315$3,933 03/31/2020
     EFG55,315$3,933 03/31/2020
Advisor Group Inc.44,412$3,839 12/31/2019
     EFG44,412$3,839 12/31/2019
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
Pinnacle Financial Partners Inc.48,139$3,423 03/31/2020
     EFG48,139$3,423 03/31/2020
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
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
Dubuque Bank & Trust Co.43,784$3,113 03/31/2020
     EFG43,784$3,113 03/31/2020
MA Private Wealth42,872$3,049 03/31/2020
     EFG42,872$3,049 03/31/2020
WealthPLAN Partners LLC39,784$2,997 03/31/2020
     EFG39,784$2,997 03/31/2020
Bar Harbor Trust Services41,158$2,927 03/31/2020
     EFG41,158$2,927 03/31/2020
HighTower Advisors LLC38,719$2,742 03/31/2020
     EFG38,719$2,742 03/31/2020
Northern Oak Wealth Management Inc.37,517$2,668 03/31/2020
     EFG37,517$2,668 03/31/2020
Comerica Bank32,902$2,464 03/31/2020
     EFG32,902$2,464 03/31/2020
Fiduciary Trust Co.34,580$2,459 03/31/2020
     EFG34,580$2,459 03/31/2020
Cambridge Investment Research Advisors Inc.34,528$2,455 03/31/2020
     EFG34,528$2,455 03/31/2020
Wealthquest Corp28,331$2,449 12/31/2019
     EFG28,331$2,449 12/31/2019
20 20 Capital Management Inc.32,061$2,432 03/31/2020
     EFG32,061$2,432 03/31/2020
Bogart Wealth LLC33,990$2,417 03/31/2020
     EFG33,990$2,417 03/31/2020
Torch Wealth Management LLC26,795$2,316 12/31/2019
     EFG26,795$2,316 12/31/2019
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
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
Omega Financial Group LLC28,590$2,033 03/31/2020
     EFG28,590$2,033 03/31/2020
Carnegie Capital Asset Management LLC28,411$2,020 03/31/2020
     EFG28,411$2,020 03/31/2020
Avantax Advisory Services Inc.27,564$1,959 03/31/2020
     EFG27,564$1,959 03/31/2020
Robertson Stephens Wealth Management LLC27,278$1,940 03/31/2020
     EFG27,278$1,940 03/31/2020
Huntington National Bank26,261$1,868 03/31/2020
     EFG26,261$1,868 03/31/2020
Rinet Co LLC26,134$1,858 03/31/2020
     EFG26,134$1,858 03/31/2020
D.A. Davidson & CO.25,820$1,836 03/31/2020
     EFG25,820$1,836 03/31/2020
Koshinski Asset Management Inc.25,777$1,833 03/31/2020
     EFG25,777$1,833 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
Affiance Financial LLC24,507$1,743 03/31/2020
     EFG24,507$1,743 03/31/2020
NewFocus Financial Group LLC23,738$1,688 03/31/2020
     EFG23,738$1,688 03/31/2020
Patten Group Inc.23,638$1,681 03/31/2020
     EFG23,638$1,681 03/31/2020
Starfire Investment Advisers Inc.22,958$1,632 03/31/2020
     EFG22,958$1,632 03/31/2020
Advisory Alpha LLC21,951$1,623 03/31/2020
     EFG21,951$1,623 03/31/2020
Quaker Wealth Management LLC22,652$1,611 03/31/2020
     EFG22,652$1,611 03/31/2020
Dowling & Yahnke LLC22,586$1,606 03/31/2020
     EFG22,586$1,606 03/31/2020
MML Investors Services LLC21,892$1,557 03/31/2020
     EFG21,892$1,557 03/31/2020
Valmark Advisers Inc.21,864$1,555 03/31/2020
     EFG21,864$1,555 03/31/2020
Key Financial Inc21,519$1,546 03/31/2020
     EFG21,519$1,546 03/31/2020
HC Financial Advisors Inc.21,164$1,505 03/31/2020
     EFG21,164$1,505 03/31/2020
TCF National Bank20,908$1,487 03/31/2020
     EFG20,908$1,487 03/31/2020
Legacy Wealth Planning LLC20,126$1,431 03/31/2020
     EFG20,126$1,431 03/31/2020
Wambolt & Associates LLC19,013$1,352 03/31/2020
     EFG19,013$1,352 03/31/2020
Level Four Advisory Services LLC18,289$1,301 03/31/2020
     EFG18,289$1,301 03/31/2020
Telemus Capital LLC14,934$1,291 12/31/2019
     EFG14,934$1,291 12/31/2019
Qube Research & Technologies Ltd18,007$1,280 03/31/2020
     EFG18,007$1,280 03/31/2020
FARMERS & MERCHANTS TRUST Co OF LONG BEACH17,400$1,237 03/31/2020
     EFG17,400$1,237 03/31/2020
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
Creative Planning16,637$1,183 03/31/2020
     EFG16,637$1,183 03/31/2020
Vigilare Wealth Management16,456$1,170 03/31/2020
     EFG16,456$1,170 03/31/2020
Personal CFO Solutions LLC16,393$1,166 03/31/2020
     EFG16,393$1,166 03/31/2020
Autus Asset Management LLC15,375$1,093 03/31/2020
     EFG15,375$1,093 03/31/2020
Merriman Wealth Management LLC14,895$1,059 03/31/2020
     EFG14,895$1,059 03/31/2020
Trustmark National Bank Trust Department14,550$1,035 03/31/2020
     EFG14,550$1,035 03/31/2020
CX Institutional14,354$1,021 03/31/2020
     EFG14,354$1,021 03/31/2020
Schneider Downs Wealth Management Advisors LP14,068$1,000 03/31/2020
     EFG14,068$1,000 03/31/2020
Sequent Asset Management LLC14,000$996 03/31/2020
     EFG14,000$996 03/31/2020
Palladium Partners LLC13,895$988 03/31/2020
     EFG13,895$988 03/31/2020
Palisade Asset Management LLC13,729$976 03/31/2020
     EFG13,729$976 03/31/2020
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
Steward Partners Investment Advisory LLC13,475$958 03/31/2020
     EFG13,475$958 03/31/2020
James Investment Research Inc.13,375$951 03/31/2020
     EFG13,375$951 03/31/2020
Veritable L.P.13,378$951 03/31/2020
     EFG13,378$951 03/31/2020
Hyman Charles D17,551$938 03/31/2020
     EFG17,551$938 03/31/2020
ETRADE Capital Management LLC13,105$932 03/31/2020
     EFG13,105$932 03/31/2020
Rockefeller Capital Management L.P.12,986$923 03/31/2020
     EFG12,986$923 03/31/2020
Cambiar Investors LLC12,536$891 03/31/2020
     EFG12,536$891 03/31/2020
Wolff Financial Management LLC12,470$887 03/31/2020
     EFG12,470$887 03/31/2020
TAP Consulting LLC12,263$872 03/31/2020
     EFG12,263$872 03/31/2020
Vestmark Advisory Solutions Inc.11,924$848 03/31/2020
     EFG11,924$848 03/31/2020
Choate Investment Advisors11,650$828 03/31/2020
     EFG11,650$828 03/31/2020
United Asset Strategies Inc.11,440$813 03/31/2020
     EFG11,440$813 03/31/2020
BTC Capital Management Inc.11,025$784 03/31/2020
     EFG11,025$784 03/31/2020
Lincoln National Corp10,994$782 03/31/2020
     EFG10,994$782 03/31/2020
Synovus Financial Corp10,909$773 03/31/2020
     EFG10,909$773 03/31/2020
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
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
Harbour Capital Advisors LLC10,405$740 03/31/2020
     EFG10,405$740 03/31/2020
Equitable Holdings Inc.9,907$704 03/31/2020
     EFG9,907$704 03/31/2020
Squar Milner Financial Services LLC9,815$697 03/31/2020
     EFG9,815$697 03/31/2020
Honkamp Krueger Financial Services Inc.9,734$692 03/31/2020
     EFG9,734$692 03/31/2020
Cary Street Partner Investment Advisory LLC8,960$637 03/31/2020
     EFG8,960$637 03/31/2020
Evensky & Katz LLC8,890$632 03/31/2020
     EFG8,890$632 03/31/2020
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
Creative Financial Designs Inc. ADV8,391$597 03/31/2020
     EFG8,391$597 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
Sheets Smith Wealth Management7,594$540 03/31/2020
     EFG7,594$540 03/31/2020
Institute for Wealth Management LLC.7,466$531 03/31/2020
     EFG7,466$531 03/31/2020
Dixon Hubard Feinour & Brown Inc. VA7,445$529 03/31/2020
     EFG7,445$529 03/31/2020
SOL Capital Management CO7,430$528 03/31/2020
     EFG7,430$528 03/31/2020
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
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
Relaxing Retirement Coach6,906$490 03/31/2020
     EFG6,906$490 03/31/2020
Wedbush Securities Inc.6,558$466 03/31/2020
     EFG6,558$466 03/31/2020
GYL Financial Synergies LLC6,513$463 03/31/2020
     EFG6,513$463 03/31/2020
Domani Wealth LLC6,213$442 03/31/2020
     EFG6,213$442 03/31/2020
Mutual Advisors LLC6,183$440 03/31/2020
     EFG6,183$440 03/31/2020
Gables Capital Management Inc.6,139$437 03/31/2020
     EFG6,139$437 03/31/2020
SVA Wealth Management LLC6,046$430 03/31/2020
     EFG6,046$430 03/31/2020
J.W. Cole Advisors Inc.5,990$426 03/31/2020
     EFG5,990$426 03/31/2020
Clarius Group LLC5,943$423 03/31/2020
     EFG5,943$423 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
Middleton & Co Inc MA5,762$410 03/31/2020
     EFG5,762$410 03/31/2020
Argent Advisors Inc.5,705$406 03/31/2020
     EFG5,705$406 03/31/2020
West Coast Financial LLC5,645$401 03/31/2020
     EFG5,645$401 03/31/2020
NEXT Financial Group Inc5,636$401 03/31/2020
     EFG5,636$401 03/31/2020
F3Logic LLC5,639$400 03/31/2020
     EFG5,639$400 03/31/2020
Boston Private Wealth LLC5,556$395 03/31/2020
     EFG5,556$395 03/31/2020
Highland Capital Management LLC5,422$386 03/31/2020
     EFG5,422$386 03/31/2020
Tocqueville Asset Management L.P.5,400$384 03/31/2020
     EFG5,400$384 03/31/2020
Zeke Capital Advisors LLC5,406$384 03/31/2020
     EFG5,406$384 03/31/2020
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
LifePlan Financial Group Inc4,921$350 03/31/2020
     EFG4,921$350 03/31/2020
Csenge Advisory Group4,913$349 03/31/2020
     EFG4,913$349 03/31/2020
AdvisorNet Financial Inc4,767$339 03/31/2020
     EFG4,767$339 03/31/2020
TBH Global Asset Management LLC4,630$329 03/31/2020
     EFG4,630$329 03/31/2020
Segall Bryant & Hamill LLC4,576$324 03/31/2020
     EFG4,576$324 03/31/2020
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
Wealthsource Partners LLC4,206$299 03/31/2020
     EFG4,206$299 03/31/2020
Burt Wealth Advisors4,000$284 03/31/2020
     EFG4,000$284 03/31/2020
Leisure Capital Management4,000$284 03/31/2020
     EFG4,000$284 03/31/2020
Sigma Planning Corp3,951$281 03/31/2020
     EFG3,951$281 03/31/2020
Trellis Advisors LLC3,890$277 03/31/2020
     EFG3,890$277 03/31/2020
Raymond James Trust N.A.3,860$274 03/31/2020
     EFG3,860$274 03/31/2020
Private Advisor Group LLC3,856$274 03/31/2020
     EFG3,856$274 03/31/2020
National Asset Management Inc.3,835$273 03/31/2020
     EFG3,835$273 03/31/2020
Smith Salley & Associates3,785$269 03/31/2020
     EFG3,785$269 03/31/2020
Sequoia Financial Advisors LLC3,777$269 03/31/2020
     EFG3,777$269 03/31/2020
CENTRAL TRUST Co3,710$264 03/31/2020
     EFG3,710$264 03/31/2020
Private Portfolio Partners LLC3,650$260 03/31/2020
     EFG3,650$260 03/31/2020
Matrix Asset Advisors Inc. NY3,580$255 03/31/2020
     EFG3,580$255 03/31/2020
First Allied Advisory Services Inc.3,456$246 03/31/2020
     EFG3,456$246 03/31/2020
AdvicePeriod LLC3,456$246 03/31/2020
     EFG3,456$246 03/31/2020
Oakworth Capital Inc.3,425$244 03/31/2020
     EFG3,425$244 03/31/2020
White Lighthouse Investment Management Inc.3,410$242 03/31/2020
     EFG3,410$242 03/31/2020
BDO Wealth Advisors LLC3,295$234 03/31/2020
     EFG3,295$234 03/31/2020
IFP Advisors Inc3,240$233 03/31/2020
     EFG3,240$233 03/31/2020
Trexquant Investment LP3,262$232 03/31/2020
     EFG3,262$232 03/31/2020
Evanson Asset Management LLC3,247$231 03/31/2020
     EFG3,247$231 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
Cortland Associates Inc. MO3,150$224 03/31/2020
     EFG3,150$224 03/31/2020
Meitav Dash Investments Ltd.3,115$222 03/31/2020
     EFG3,115$222 03/31/2020
Wesbanco Bank Inc.3,110$221 03/31/2020
     EFG3,110$221 03/31/2020
Bernicke Wealth Management Ltd.3,112$221 03/31/2020
     EFG3,112$221 03/31/2020
Oldfather Financial Services LLC2,863$218 03/31/2020
     EFG2,863$218 03/31/2020
Clifford Swan Investment Counsel LLC2,951$210 03/31/2020
     EFG2,951$210 03/31/2020
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
9258 Wealth Management LLC2,697$204 03/31/2020
     EFG2,697$204 03/31/2020
V Wealth Advisors LLC2,850$203 03/31/2020
     EFG2,850$203 03/31/2020
Aspiriant LLC2,849$202 03/31/2020
     EFG2,849$202 03/31/2020
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
OmniStar Financial Group Inc.2,564$182 03/31/2020
     EFG2,564$182 03/31/2020
Signaturefd LLC2,424$172 03/31/2020
     EFG2,424$172 03/31/2020
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
Prime Capital Investment Advisors LLC2,092$149 03/31/2020
     EFG2,092$149 03/31/2020
Proequities Inc.1,900$135 03/31/2020
     EFG1,900$135 03/31/2020
QCI Asset Management Inc. NY1,715$122 03/31/2020
     EFG1,715$122 03/31/2020
First Manhattan Co.1,668$118 03/31/2020
     EFG1,668$118 03/31/2020
Brand Asset Management Group Inc.1,645$117 03/31/2020
     EFG1,645$117 03/31/2020
Golden State Wealth Management LLC1,580$112 03/31/2020
     EFG1,580$112 03/31/2020
Valeo Financial Advisors LLC1,441$107 03/31/2020
     EFG1,441$107 03/31/2020
First Horizon Advisors Inc.1,364$97 03/31/2020
     EFG1,364$97 03/31/2020
Truewealth LLC1,228$87 03/31/2020
     EFG1,228$87 03/31/2020
Moisand Fitzgerald Tamayo LLC1,199$85 03/31/2020
     EFG1,199$85 03/31/2020
Stratos Wealth Advisors LLC1,200$85 03/31/2020
     EFG1,200$85 03/31/2020
Valley National Advisers Inc.1,181$84 03/31/2020
     EFG1,181$84 03/31/2020
Motco1,176$84 03/31/2020
     EFG1,176$84 03/31/2020
Stearns Financial Services Group1,162$83 03/31/2020
     EFG1,162$83 03/31/2020
Webster Bank N. A.1,135$81 03/31/2020
     EFG1,135$81 03/31/2020
Bessemer Group Inc.1,100$78 03/31/2020
     EFG1,100$78 03/31/2020
Kayne Anderson Rudnick Investment Management LLC1,060$76 03/31/2020
     EFG1,060$76 03/31/2020
Bartlett & Co. LLC1,075$76 03/31/2020
     EFG1,075$76 03/31/2020
Whittier Trust Co.900$64 03/31/2020
     EFG900$64 03/31/2020
LS Investment Advisors LLC900$64 03/31/2020
     EFG900$64 03/31/2020
Baldwin Brothers Inc. MA880$63 03/31/2020
     EFG880$63 03/31/2020
Independence Bank of Kentucky863$61 03/31/2020
     EFG863$61 03/31/2020
Stralem & Co. Inc.840$60 03/31/2020
     EFG840$60 03/31/2020
Flagship Harbor Advisors LLC799$57 03/31/2020
     EFG799$57 03/31/2020
Patriot Financial Group Insurance Agency LLC790$56 03/31/2020
     EFG790$56 03/31/2020
Sandy Spring Bank765$54 03/31/2020
     EFG765$54 03/31/2020
Pinnacle Bank710$50 03/31/2020
     EFG710$50 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
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
Royal Fund Management LLC524$37 03/31/2020
     EFG524$37 03/31/2020
Barrett Asset Management LLC487$35 03/31/2020
     EFG487$35 03/31/2020
JNBA Financial Advisors480$34 03/31/2020
     EFG480$34 03/31/2020
HighMark Wealth Management LLC481$34 03/31/2020
     EFG481$34 03/31/2020
Archer Investment Corp466$33 03/31/2020
     EFG466$33 03/31/2020
Ballast Advisors LLC443$32 03/31/2020
     EFG443$32 03/31/2020
Certified Advisory Corp426$30 03/31/2020
     EFG426$30 03/31/2020
First Financial Corp IN375$27 03/31/2020
     EFG375$27 03/31/2020
Lakeview Capital Partners LLC339$24 03/31/2020
     EFG339$24 03/31/2020
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
Reilly Financial Advisors LLC304$22 03/31/2020
     EFG304$22 03/31/2020
Mcmillion Capital Management Inc.270$19 03/31/2020
     EFG270$19 03/31/2020
Riverview Trust Co248$18 03/31/2020
     EFG248$18 03/31/2020
FinTrust Capital Advisors LLC235$17 03/31/2020
     EFG235$17 03/31/2020
SRS Capital Advisors Inc.232$16 03/31/2020
     EFG232$16 03/31/2020
EPG Wealth Management LLC209$15 03/31/2020
     EFG209$15 03/31/2020
Stonebridge Capital Advisors LLC200$14 03/31/2020
     EFG200$14 03/31/2020
Glassman Wealth Services200$14 03/31/2020
     EFG200$14 03/31/2020
Claraphi Advisory Network LLC156$11 03/31/2020
     EFG156$11 03/31/2020
Larson Financial Group LLC148$11 03/31/2020
     EFG148$11 03/31/2020
Ironwood Financial llc140$10 03/31/2020
     EFG140$10 03/31/2020
AllSquare Wealth Management LLC140$10 03/31/2020
     EFG140$10 03/31/2020
Asset Dedication LLC110$8 03/31/2020
     EFG110$8 03/31/2020
Meeder Asset Management Inc.94$7 03/31/2020
     EFG94$7 03/31/2020
Farmers & Merchants Investments Inc.93$7 03/31/2020
     EFG93$7 03/31/2020
Blue Bell Private Wealth Management LLC100$7 03/31/2020
     EFG100$7 03/31/2020
Gradient Investments LLC82$6 03/31/2020
     EFG82$6 03/31/2020
Simon Quick Advisors LLC67$5 03/31/2020
     EFG67$5 03/31/2020
GQ Asset Management LLC76$5 03/31/2020
     EFG76$5 03/31/2020
CWM LLC52$4 03/31/2020
     EFG52$4 03/31/2020
Wealthcare Advisory Partners LLC52$4 03/31/2020
     EFG52$4 03/31/2020
First Command Advisory Services Inc.26$2 03/31/2020
     EFG26$2 03/31/2020
Sofos Investments Inc.22$2 03/31/2020
     EFG22$2 03/31/2020
Jacobi Capital Management LLC16$1 03/31/2020
     EFG16$1 03/31/2020
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

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

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