HoldingsChannel.com
On this page, we present all of the funds holding EFG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EFG, with a link to that fund's top holdings. The next columns indicate the amount of EFG stock held by each of the funds holding EFG, followed by the EFG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 816 funds holding EFG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding EFG), click the fund name in the "Holder" column of the funds-holding-EFG table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Envestnet Asset Management Inc. | 16,052,758 | $1,554,710 | 12/31/2023 |
| EFG | 16,052,758 | $1,554,710 | 12/31/2023 |
| Jones Financial Companies Lllp | 8,384,800 | $812,068 | 12/31/2023 |
| EFG | 8,384,800 | $812,068 | 12/31/2023 |
| JPMorgan Chase & Co. | 4,412,339 | $427,335 | 12/31/2023 |
| EFG | 4,412,339 | $427,335 | 12/31/2023 |
| LPL Financial LLC | 4,174,062 | $404,258 | 12/31/2023 |
| EFG | 4,174,062 | $404,258 | 12/31/2023 |
| Bank of America Corp DE | 3,889,985 | $376,745 | 12/31/2023 |
| EFG | 3,889,985 | $376,745 | 12/31/2023 |
| Morgan Stanley | 3,670,887 | $355,526 | 12/31/2023 |
| EFG | 3,670,887 | $355,526 | 12/31/2023 |
| Envestnet Portfolio Solutions Inc. | 2,155,802 | $208,789 | 12/31/2023 |
| EFG | 2,155,802 | $208,789 | 12/31/2023 |
| CWM LLC | 1,793,353 | $186,132 | 03/31/2024 |
| EFG | 1,793,353 | $186,132 | 03/31/2024 |
| BlackRock Inc. | 1,891,301 | $183,172 | 12/31/2023 |
| EFG | 1,891,301 | $183,172 | 12/31/2023 |
| Park Avenue Securities LLC | 1,696,229 | $176,052 | 03/31/2024 |
| EFG | 1,696,229 | $176,052 | 03/31/2024 |
| Advisor Group Holdings Inc. | 1,574,975 | $152,672 | 12/31/2023 |
| EFG | 1,574,975 | $152,672 | 12/31/2023 |
| US Bancorp DE | 1,527,570 | $147,945 | 12/31/2023 |
| EFG | 1,527,570 | $147,945 | 12/31/2023 |
| Wells Fargo & Company MN | 1,333,622 | $129,161 | 12/31/2023 |
| EFG | 1,333,622 | $129,161 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 1,316,901 | $127,542 | 12/31/2023 |
| EFG | 1,316,901 | $127,542 | 12/31/2023 |
| FMR LLC | 1,118,348 | $108,312 | 12/31/2023 |
| EFG | 1,118,348 | $108,312 | 12/31/2023 |
| MML Investors Services LLC | 1,112,588 | $107,754 | 12/31/2023 |
| EFG | 1,112,588 | $107,754 | 12/31/2023 |
| AE Wealth Management LLC | 988,589 | $96,081 | 12/31/2023 |
| EFG | 988,589 | $96,081 | 12/31/2023 |
| Ameriprise Financial Inc. | 985,718 | $95,452 | 12/31/2023 |
| EFG | 985,718 | $95,452 | 12/31/2023 |
| Facet Wealth Inc. | 957,665 | $93,928 | 12/31/2023 |
| EFG | 957,665 | $93,928 | 12/31/2023 |
| M&T Bank Corp | 968,747 | $93,823 | 12/31/2023 |
| EFG | 968,747 | $93,823 | 12/31/2023 |
| UBS Group AG | 917,555 | $88,865 | 12/31/2023 |
| EFG | 917,555 | $88,865 | 12/31/2023 |
| Janney Montgomery Scott LLC | 895,622 | $86,741 | 12/31/2023 |
| EFG | 895,622 | $86,741 | 12/31/2023 |
| Bank of New York Mellon Corp | 778,215 | $75,370 | 12/31/2023 |
| EFG | 778,215 | $75,370 | 12/31/2023 |
| Resources Investment Advisors LLC. | 627,695 | $60,792 | 12/31/2023 |
| EFG | 627,695 | $60,792 | 12/31/2023 |
| Commonwealth Equity Services LLC | 618,013 | $59,855 | 12/31/2023 |
| EFG | 618,013 | $59,855 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 562,475 | $54,476 | 12/31/2023 |
| EFG | 562,475 | $54,476 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 517,548 | $50,125 | 12/31/2023 |
| EFG | 517,548 | $50,125 | 12/31/2023 |
| Cetera Investment Advisers | 509,632 | $49,358 | 12/31/2023 |
| EFG | 509,632 | $49,358 | 12/31/2023 |
| United Capital Financial Advisers LLC | 485,924 | $47,062 | 12/31/2023 |
| EFG | 485,924 | $47,062 | 12/31/2023 |
| JB Capital LLC | 441,566 | $42,766 | 12/31/2023 |
| EFG | 441,566 | $42,766 | 12/31/2023 |
| Financial Synergies Wealth Advisors Inc. | 409,522 | $42,504 | 03/31/2024 |
| EFG | 409,522 | $42,504 | 03/31/2024 |
| Foundations Investment Advisors LLC | 406,889 | $40,083 | 12/31/2023 |
| EFG | 406,889 | $40,083 | 12/31/2023 |
| Royal Bank of Canada | 413,606 | $40,059 | 12/31/2023 |
| EFG | 413,606 | $40,059 | 12/31/2023 |
| Baker Avenue Asset Management LP | 401,224 | $38,859 | 12/31/2023 |
| EFG | 401,224 | $38,859 | 12/31/2023 |
| Thrivent Financial for Lutherans | 392,146 | $37,979 | 12/31/2023 |
| EFG | 392,146 | $37,979 | 12/31/2023 |
| Wealthsource Partners LLC | 391,479 | $37,915 | 12/31/2023 |
| EFG | 391,479 | $37,915 | 12/31/2023 |
| Jane Street Group LLC | 389,204 | $37,694 | 12/31/2023 |
| EFG | 389,204 | $37,694 | 12/31/2023 |
| Financial Advisory Service Inc. | 376,604 | $36,474 | 12/31/2023 |
| EFG | 376,604 | $36,474 | 12/31/2023 |
| Raymond James & Associates | 376,587 | $36,472 | 12/31/2023 |
| EFG | 376,587 | $36,472 | 12/31/2023 |
| Quent Capital LLC | 373,946 | $36,217 | 12/31/2023 |
| EFG | 373,946 | $36,217 | 12/31/2023 |
| Stifel Financial Corp | 362,463 | $35,105 | 12/31/2023 |
| EFG | 362,463 | $35,105 | 12/31/2023 |
| HTLF Bank | 351,734 | $34,065 | 12/31/2023 |
| EFG | 351,734 | $34,065 | 12/31/2023 |
| Austin Private Wealth LLC | 322,329 | $33,093 | 03/31/2024 |
| EFG | 322,329 | $33,093 | 03/31/2024 |
| GWM Advisors LLC | 336,280 | $32,446 | 12/31/2023 |
| EFG | 336,280 | $32,446 | 12/31/2023 |
| Mariner LLC | 331,229 | $32,079 | 12/31/2023 |
| EFG | 331,229 | $32,079 | 12/31/2023 |
| Goldman Sachs Group Inc. | 330,104 | $31,971 | 12/31/2023 |
| EFG | 330,104 | $31,971 | 12/31/2023 |
| Truist Financial Corp | 324,646 | $31,442 | 12/31/2023 |
| EFG | 324,646 | $31,442 | 12/31/2023 |
| Cetera Advisor Networks LLC | 323,895 | $31,369 | 12/31/2023 |
| EFG | 323,895 | $31,369 | 12/31/2023 |
| Captrust Financial Advisors | 320,851 | $31,074 | 12/31/2023 |
| EFG | 320,851 | $31,074 | 12/31/2023 |
| CI Private Wealth LLC | 309,492 | $29,974 | 12/31/2023 |
| EFG | 309,492 | $29,974 | 12/31/2023 |
| Avantax Advisory Services Inc. | 308,339 | $29,863 | 12/31/2023 |
| EFG | 308,339 | $29,863 | 12/31/2023 |
| Mcmorgan & Co. LLC | 296,666 | $28,732 | 12/31/2023 |
| EFG | 296,666 | $28,732 | 12/31/2023 |
| BOKF NA | 295,278 | $28,598 | 12/31/2023 |
| EFG | 295,278 | $28,598 | 12/31/2023 |
| Octavia Wealth Advisors LLC | 269,978 | $28,021 | 03/31/2024 |
| EFG | 269,978 | $28,021 | 03/31/2024 |
| Kestra Advisory Services LLC | 287,499 | $27,844 | 12/31/2023 |
| EFG | 287,499 | $27,844 | 12/31/2023 |
| Financial Gravity Asset Management Inc. | 286,360 | $27,734 | 12/31/2023 |
| EFG | 286,360 | $27,734 | 12/31/2023 |
| Cassaday & Co Wealth Management LLC | 278,736 | $26,996 | 12/31/2023 |
| EFG | 278,736 | $26,996 | 12/31/2023 |
| Covenant Partners LLC | 275,340 | $26,667 | 12/31/2023 |
| EFG | 275,340 | $26,667 | 12/31/2023 |
| Cary Street Partners Investment Advisory LLC | 267,342 | $25,892 | 12/31/2023 |
| EFG | 267,342 | $25,892 | 12/31/2023 |
| McKinley Carter Wealth Services Inc. | 263,222 | $25,493 | 12/31/2023 |
| EFG | 263,222 | $25,493 | 12/31/2023 |
| Country Club Bank GFN | 254,936 | $24,680 | 12/31/2023 |
| EFG | 254,936 | $24,680 | 12/31/2023 |
| NBT Bank N A NY | 252,808 | $24,484 | 12/31/2023 |
| EFG | 252,808 | $24,484 | 12/31/2023 |
| Integrated Wealth Concepts LLC | 251,652 | $24,372 | 12/31/2023 |
| EFG | 251,652 | $24,372 | 12/31/2023 |
| Colony Group LLC | 244,541 | $23,684 | 12/31/2023 |
| EFG | 244,541 | $23,684 | 12/31/2023 |
| Atria Wealth Solutions Inc. | 240,772 | $23,319 | 12/31/2023 |
| EFG | 240,772 | $23,319 | 12/31/2023 |
| HighTower Advisors LLC | 237,707 | $23,009 | 12/31/2023 |
| EFG | 237,707 | $23,009 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 228,186 | $22,100 | 12/31/2023 |
| EFG | 228,186 | $22,100 | 12/31/2023 |
| Flow Traders U.S. LLC | 224,261 | $21,720 | 12/31/2023 |
| EFG | 224,261 | $21,720 | 12/31/2023 |
| RTD Financial Advisors Inc. | 206,293 | $21,411 | 03/31/2024 |
| EFG | 206,293 | $21,411 | 03/31/2024 |
| MA Private Wealth | 220,532 | $21,359 | 12/31/2023 |
| EFG | 220,532 | $21,359 | 12/31/2023 |
| Alera Investment Advisors LLC | 219,037 | $21,214 | 12/31/2023 |
| EFG | 219,037 | $21,214 | 12/31/2023 |
| Icon Wealth Advisors LLC | 203,218 | $19,682 | 12/31/2023 |
| EFG | 203,218 | $19,682 | 12/31/2023 |
| Bank of Montreal Can | 201,711 | $19,616 | 12/31/2023 |
| EFG | 201,711 | $19,616 | 12/31/2023 |
| Atria Investments LLC | 198,740 | $19,248 | 12/31/2023 |
| EFG | 198,740 | $19,248 | 12/31/2023 |
| Cardinal Strategic Wealth Guidance | 198,140 | $19,190 | 12/31/2023 |
| EFG | 198,140 | $19,190 | 12/31/2023 |
| Adviser Investments LLC | 196,092 | $18,992 | 12/31/2023 |
| EFG | 196,092 | $18,992 | 12/31/2023 |
| Shakespeare Wealth Management Inc. | 195,768 | $18,960 | 12/31/2023 |
| EFG | 195,768 | $18,960 | 12/31/2023 |
| Prudential Financial Inc. | 192,933 | $18,686 | 12/31/2023 |
| EFG | 192,933 | $18,686 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 185,426 | $17,958 | 12/31/2023 |
| EFG | 185,426 | $17,958 | 12/31/2023 |
| National Asset Management Inc. | 178,518 | $17,289 | 12/31/2023 |
| EFG | 178,518 | $17,289 | 12/31/2023 |
| Mercer Global Advisors Inc. ADV | 178,494 | $17,287 | 12/31/2023 |
| EFG | 178,494 | $17,287 | 12/31/2023 |
| Ronald Blue Trust Inc. | 168,101 | $16,281 | 12/31/2023 |
| EFG | 168,101 | $16,281 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 155,313 | $16,120 | 03/31/2024 |
| EFG | 155,313 | $16,120 | 03/31/2024 |
| Baird Financial Group Inc. | 160,654 | $15,559 | 12/31/2023 |
| EFG | 160,654 | $15,559 | 12/31/2023 |
| Consilio Wealth Advisors LLC | 147,705 | $15,330 | 03/31/2024 |
| EFG | 147,705 | $15,330 | 03/31/2024 |
| TIAA Trust National Association | 156,322 | $15,140 | 12/31/2023 |
| EFG | 156,322 | $15,140 | 12/31/2023 |
| Sharkey Howes & Javer | 143,130 | $14,855 | 03/31/2024 |
| EFG | 143,130 | $14,855 | 03/31/2024 |
| Creative Financial Designs Inc. ADV | 152,488 | $14,768 | 12/31/2023 |
| EFG | 152,488 | $14,768 | 12/31/2023 |
| Greenleaf Trust | 148,670 | $14,399 | 12/31/2023 |
| EFG | 148,670 | $14,399 | 12/31/2023 |
| Natixis Advisors L.P. | 147,240 | $14,260 | 12/31/2023 |
| EFG | 147,240 | $14,260 | 12/31/2023 |
| Pathstone Holdings LLC | 145,464 | $14,089 | 12/31/2023 |
| EFG | 145,464 | $14,089 | 12/31/2023 |
| Checchi Capital Advisers LLC | 143,749 | $13,922 | 12/31/2023 |
| EFG | 143,749 | $13,922 | 12/31/2023 |
| Cetera Advisors LLC | 142,238 | $13,776 | 12/31/2023 |
| EFG | 142,238 | $13,776 | 12/31/2023 |
| Wakefield Asset Management LLLP | 141,030 | $13,659 | 12/31/2023 |
| EFG | 141,030 | $13,659 | 12/31/2023 |
| Affinity Capital Advisors LLC | 129,564 | $13,447 | 03/31/2024 |
| EFG | 129,564 | $13,447 | 03/31/2024 |
| Orion Portfolio Solutions LLC | 140,783 | $13,432 | 12/31/2023 |
| EFG | 140,783 | $13,432 | 12/31/2023 |
| Staley Capital Advisers Inc. | 135,983 | $13,170 | 12/31/2023 |
| EFG | 135,983 | $13,170 | 12/31/2023 |
| Fountainhead AM LLC | 134,446 | $13,021 | 12/31/2023 |
| EFG | 134,446 | $13,021 | 12/31/2023 |
| Invst LLC | 132,003 | $12,947 | 12/31/2023 |
| EFG | 132,003 | $12,947 | 12/31/2023 |
| Blair William & Co. IL | 133,043 | $12,885 | 12/31/2023 |
| EFG | 133,043 | $12,885 | 12/31/2023 |
| Advocacy Wealth Management Services LLC | 123,548 | $12,823 | 03/31/2024 |
| EFG | 123,548 | $12,823 | 03/31/2024 |
| Strategic Blueprint LLC | 130,255 | $12,615 | 12/31/2023 |
| EFG | 130,255 | $12,615 | 12/31/2023 |
| High Falls Advisors Inc | 127,126 | $12,312 | 12/31/2023 |
| EFG | 127,126 | $12,312 | 12/31/2023 |
| Bedel Financial Consulting Inc. | 124,677 | $12,075 | 12/31/2023 |
| EFG | 124,677 | $12,075 | 12/31/2023 |
| Steel Peak Wealth Management LLC | 115,880 | $12,027 | 03/31/2024 |
| EFG | 115,880 | $12,027 | 03/31/2024 |
| Horst & Graben Wealth Management LLC | 123,336 | $11,945 | 12/31/2023 |
| EFG | 123,336 | $11,945 | 12/31/2023 |
| Mill Creek Capital Advisors LLC | 121,060 | $11,725 | 12/31/2023 |
| EFG | 121,060 | $11,725 | 12/31/2023 |
| Moneta Group Investment Advisors LLC | 120,902 | $11,709 | 12/31/2023 |
| EFG | 120,902 | $11,709 | 12/31/2023 |
| One Wealth Advisors LLC | 111,027 | $11,524 | 03/31/2024 |
| EFG | 111,027 | $11,524 | 03/31/2024 |
| Change Path LLC | 114,277 | $11,068 | 12/31/2023 |
| EFG | 114,277 | $11,068 | 12/31/2023 |
| Regimen Wealth LLC | 112,461 | $10,953 | 12/31/2023 |
| EFG | 112,461 | $10,953 | 12/31/2023 |
| Cahill Financial Advisors Inc. | 111,034 | $10,754 | 12/31/2023 |
| EFG | 111,034 | $10,754 | 12/31/2023 |
| West Wealth Group LLC | 110,971 | $10,748 | 12/31/2023 |
| EFG | 110,971 | $10,748 | 12/31/2023 |
| Pettinga Financial Advisors LLC | 102,831 | $10,673 | 03/31/2024 |
| EFG | 102,831 | $10,673 | 03/31/2024 |
| Lineweaver Wealth Advisors LLC | 109,665 | $10,625 | 12/31/2023 |
| EFG | 109,665 | $10,625 | 12/31/2023 |
| Monticello Wealth Management LLC | 109,493 | $10,604 | 12/31/2023 |
| EFG | 109,493 | $10,604 | 12/31/2023 |
| Keebeck Wealth Management LLC | 109,415 | $10,597 | 12/31/2023 |
| EFG | 109,415 | $10,597 | 12/31/2023 |
| RFG Advisory LLC | 99,186 | $10,295 | 03/31/2024 |
| EFG | 99,186 | $10,295 | 03/31/2024 |
| Spectrum Wealth Counsel LLC | 102,464 | $9,924 | 12/31/2023 |
| EFG | 102,464 | $9,924 | 12/31/2023 |
| Merit Financial Group LLC | 101,811 | $9,860 | 12/31/2023 |
| EFG | 101,811 | $9,860 | 12/31/2023 |
| TNF LLC | 97,676 | $9,558 | 12/31/2023 |
| EFG | 97,676 | $9,558 | 12/31/2023 |
| Financial Life Advisors | 91,244 | $9,470 | 03/31/2024 |
| EFG | 91,244 | $9,470 | 03/31/2024 |
| Gratus Capital LLC | 97,555 | $9,448 | 12/31/2023 |
| EFG | 97,555 | $9,448 | 12/31/2023 |
| Private Portfolio Partners LLC | 97,338 | $9,427 | 12/31/2023 |
| EFG | 97,338 | $9,427 | 12/31/2023 |
| UMA Financial Services Inc. | 94,366 | $9,282 | 03/31/2024 |
| EFG | 94,366 | $9,282 | 03/31/2024 |
| Farther Finance Advisors LLC | 94,869 | $9,188 | 12/31/2023 |
| EFG | 94,869 | $9,188 | 12/31/2023 |
| Cypress Wealth Services LLC | 87,830 | $9,116 | 03/31/2024 |
| EFG | 87,830 | $9,116 | 03/31/2024 |
| Cranbrook Wealth Management LLC | 87,305 | $9,061 | 03/31/2024 |
| EFG | 87,305 | $9,061 | 03/31/2024 |
| Key Financial Inc | 93,151 | $9,022 | 12/31/2023 |
| EFG | 93,151 | $9,022 | 12/31/2023 |
| ONE Advisory Partners LLC | 81,505 | $8,459 | 03/31/2024 |
| EFG | 81,505 | $8,459 | 03/31/2024 |
| Johnson Financial Group Inc. | 87,287 | $8,454 | 12/31/2023 |
| EFG | 87,287 | $8,454 | 12/31/2023 |
| Tanglewood Wealth Management Inc. | 87,187 | $8,444 | 12/31/2023 |
| EFG | 87,187 | $8,444 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 86,956 | $8,422 | 12/31/2023 |
| EFG | 86,956 | $8,422 | 12/31/2023 |
| Simplicity Wealth LLC | 85,517 | $8,282 | 12/31/2023 |
| EFG | 85,517 | $8,282 | 12/31/2023 |
| Axiom Advisory LLC | 77,447 | $8,038 | 03/31/2024 |
| EFG | 77,447 | $8,038 | 03/31/2024 |
| Stone House Investment Management LLC | 82,679 | $8,007 | 12/31/2023 |
| EFG | 82,679 | $8,007 | 12/31/2023 |
| Keystone Financial Services | 81,411 | $7,885 | 12/31/2023 |
| EFG | 81,411 | $7,885 | 12/31/2023 |
| Commerce Bank | 81,313 | $7,875 | 12/31/2023 |
| EFG | 81,313 | $7,875 | 12/31/2023 |
| TSA Wealth Managment LLC | 79,604 | $7,710 | 12/31/2023 |
| EFG | 79,604 | $7,710 | 12/31/2023 |
| Stonebrook Private Inc. | 79,085 | $7,659 | 12/31/2023 |
| EFG | 79,085 | $7,659 | 12/31/2023 |
| BOK Financial Private Wealth Inc. | 78,932 | $7,645 | 12/31/2023 |
| EFG | 78,932 | $7,645 | 12/31/2023 |
| KMG Fiduciary Partners LLC | 72,574 | $7,532 | 03/31/2024 |
| EFG | 72,574 | $7,532 | 03/31/2024 |
| Franklin Resources Inc. | 74,908 | $7,255 | 12/31/2023 |
| EFG | 74,908 | $7,255 | 12/31/2023 |
| IFP Advisors Inc | 74,720 | $7,237 | 12/31/2023 |
| EFG | 74,720 | $7,237 | 12/31/2023 |
| Kestra Private Wealth Services LLC | 71,746 | $6,949 | 12/31/2023 |
| EFG | 71,746 | $6,949 | 12/31/2023 |
| Apeiron RIA LLC | 66,751 | $6,928 | 03/31/2024 |
| EFG | 66,751 | $6,928 | 03/31/2024 |
| Citigroup Inc. | 70,780 | $6,855 | 12/31/2023 |
| EFG | 70,780 | $6,855 | 12/31/2023 |
| KM Capital Management Ltd. | 70,076 | $6,787 | 12/31/2023 |
| EFG | 70,076 | $6,787 | 12/31/2023 |
| Cedar Point Capital Partners LLC | 69,902 | $6,770 | 12/31/2023 |
| EFG | 69,902 | $6,770 | 12/31/2023 |
| RSM US Wealth Management LLC | 69,725 | $6,753 | 12/31/2023 |
| EFG | 69,725 | $6,753 | 12/31/2023 |
| Wealth Alliance | 69,704 | $6,751 | 12/31/2023 |
| EFG | 69,704 | $6,751 | 12/31/2023 |
| PAX Financial Group LLC | 68,544 | $6,743 | 12/31/2023 |
| EFG | 68,544 | $6,743 | 12/31/2023 |
| Maia Wealth LLC | 69,592 | $6,740 | 12/31/2023 |
| EFG | 69,592 | $6,740 | 12/31/2023 |
| Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 69,483 | $6,729 | 12/31/2023 |
| EFG | 69,483 | $6,729 | 12/31/2023 |
| ORG Partners LLC | 69,413 | $6,724 | 12/31/2023 |
| EFG | 69,413 | $6,724 | 12/31/2023 |
| Clear Creek Financial Management LLC | 69,383 | $6,720 | 12/31/2023 |
| EFG | 69,383 | $6,720 | 12/31/2023 |
| Day & Ennis LLC | 68,610 | $6,645 | 12/31/2023 |
| EFG | 68,610 | $6,645 | 12/31/2023 |
| Neuberger Berman Group LLC | 67,961 | $6,582 | 12/31/2023 |
| EFG | 67,961 | $6,582 | 12/31/2023 |
| Van Hulzen Asset Management LLC | 67,736 | $6,560 | 12/31/2023 |
| EFG | 67,736 | $6,560 | 12/31/2023 |
| Summit X LLC | 67,591 | $6,547 | 12/31/2023 |
| EFG | 67,591 | $6,547 | 12/31/2023 |
| Pinnacle Financial Partners Inc. | 67,571 | $6,544 | 12/31/2023 |
| EFG | 67,571 | $6,544 | 12/31/2023 |
| CENTRAL TRUST Co | 66,646 | $6,455 | 12/31/2023 |
| EFG | 66,646 | $6,455 | 12/31/2023 |
| Hyman Charles D | 66,593 | $6,450 | 12/31/2023 |
| EFG | 66,593 | $6,450 | 12/31/2023 |
| Creative Planning | 66,022 | $6,394 | 12/31/2023 |
| EFG | 66,022 | $6,394 | 12/31/2023 |
| Brookstone Capital Management | 61,557 | $6,389 | 03/31/2024 |
| EFG | 61,557 | $6,389 | 03/31/2024 |
| Johnson Investment Counsel Inc. | 65,496 | $6,343 | 12/31/2023 |
| EFG | 65,496 | $6,343 | 12/31/2023 |
| Northern Trust Corp | 64,470 | $6,244 | 12/31/2023 |
| EFG | 64,470 | $6,244 | 12/31/2023 |
| Comerica Bank | 62,365 | $6,040 | 12/31/2023 |
| EFG | 62,365 | $6,040 | 12/31/2023 |
| Lodestar Private Asset Management LLC | 62,231 | $6,027 | 12/31/2023 |
| EFG | 62,231 | $6,027 | 12/31/2023 |
| Forte Asset Management LLC | 61,930 | $5,998 | 12/31/2023 |
| EFG | 61,930 | $5,998 | 12/31/2023 |
| Equitable Holdings Inc. | 61,775 | $5,983 | 12/31/2023 |
| EFG | 61,775 | $5,983 | 12/31/2023 |
| Kathmere Capital Management LLC | 57,113 | $5,928 | 03/31/2024 |
| EFG | 57,113 | $5,928 | 03/31/2024 |
| Proequities Inc. | 60,777 | $5,886 | 12/31/2023 |
| EFG | 60,777 | $5,886 | 12/31/2023 |
| Nicholas Hoffman & Company LLC. | 60,363 | $5,846 | 12/31/2023 |
| EFG | 60,363 | $5,846 | 12/31/2023 |
| EQ LLC | 60,309 | $5,841 | 12/31/2023 |
| EFG | 60,309 | $5,841 | 12/31/2023 |
| Client 1ST Advisory Group LLC | 60,268 | $5,837 | 12/31/2023 |
| EFG | 60,268 | $5,837 | 12/31/2023 |
| Jasper Ridge Partners L.P. | 59,403 | $5,753 | 12/31/2023 |
| EFG | 59,403 | $5,753 | 12/31/2023 |
| EisnerAmper Wealth Management Corporate Benefits LLC | 58,861 | $5,701 | 12/31/2023 |
| EFG | 58,861 | $5,701 | 12/31/2023 |
| Quotient Wealth Partners LLC | 58,705 | $5,686 | 12/31/2023 |
| EFG | 58,705 | $5,686 | 12/31/2023 |
| Private Advisor Group LLC | 57,956 | $5,613 | 12/31/2023 |
| EFG | 57,956 | $5,613 | 12/31/2023 |
| Grayhawk Investment Strategies Inc. | 57,900 | $5,608 | 12/31/2023 |
| EFG | 57,900 | $5,608 | 12/31/2023 |
| BCJ Capital Management LLC | 56,988 | $5,519 | 12/31/2023 |
| EFG | 56,988 | $5,519 | 12/31/2023 |
| Benchmark Investment Advisors LLC | 56,988 | $5,519 | 12/31/2023 |
| EFG | 56,988 | $5,519 | 12/31/2023 |
| Cary Street Partners Asset Management LLC | 56,617 | $5,483 | 12/31/2023 |
| EFG | 56,617 | $5,483 | 12/31/2023 |
| Glenmede Trust Co. NA | 56,480 | $5,470 | 12/31/2023 |
| EFG | 56,480 | $5,470 | 12/31/2023 |
| Advisory Services Network LLC | 56,399 | $5,462 | 12/31/2023 |
| EFG | 56,399 | $5,462 | 12/31/2023 |
| WealthShield Partners LLC | 55,931 | $5,417 | 12/31/2023 |
| EFG | 55,931 | $5,417 | 12/31/2023 |
| Perigon Wealth Management LLC | 55,631 | $5,388 | 12/31/2023 |
| EFG | 55,631 | $5,388 | 12/31/2023 |
| Ameritas Advisory Services LLC | 54,483 | $5,280 | 12/31/2023 |
| EFG | 54,483 | $5,280 | 12/31/2023 |
| Derbend Asset Management | 54,098 | $5,239 | 12/31/2023 |
| EFG | 54,098 | $5,239 | 12/31/2023 |
| Brighton Jones LLC | 53,746 | $5,205 | 12/31/2023 |
| EFG | 53,746 | $5,205 | 12/31/2023 |
| Robertson Stephens Wealth Management LLC | 53,390 | $5,171 | 12/31/2023 |
| EFG | 53,390 | $5,171 | 12/31/2023 |
| Obsidian Personal Planning Solutions LLC | 52,286 | $5,064 | 12/31/2023 |
| EFG | 52,286 | $5,064 | 12/31/2023 |
| Waller Financial Planning Group Inc. | 48,659 | $5,050 | 03/31/2024 |
| EFG | 48,659 | $5,050 | 03/31/2024 |
| Focus Financial Network Inc. ADV | 51,900 | $5,027 | 12/31/2023 |
| EFG | 51,900 | $5,027 | 12/31/2023 |
| Regal Investment Advisors LLC | 51,633 | $5,001 | 12/31/2023 |
| EFG | 51,633 | $5,001 | 12/31/2023 |
| Madrona Financial Services LLC | 48,120 | $4,994 | 03/31/2024 |
| EFG | 48,120 | $4,994 | 03/31/2024 |
| First Horizon Advisors Inc. | 51,261 | $4,965 | 12/31/2023 |
| EFG | 51,261 | $4,965 | 12/31/2023 |
| MorganRosel Wealth Management LLC | 47,450 | $4,925 | 03/31/2024 |
| EFG | 47,450 | $4,925 | 03/31/2024 |
| Harding Loevner LP | 50,855 | $4,925 | 12/31/2023 |
| EFG | 50,855 | $4,925 | 12/31/2023 |
| Lwmg LLC | 50,467 | $4,888 | 12/31/2023 |
| EFG | 50,467 | $4,888 | 12/31/2023 |
| MMA Asset Management LLC | 49,285 | $4,884 | 12/31/2023 |
| EFG | 49,285 | $4,884 | 12/31/2023 |
| Cobblestone Asset Management LLC | 46,873 | $4,865 | 03/31/2024 |
| EFG | 46,873 | $4,865 | 03/31/2024 |
| Lane & Associates LLC | 46,722 | $4,849 | 03/31/2024 |
| EFG | 46,722 | $4,849 | 03/31/2024 |
| Revolve Wealth Partners LLC | 46,474 | $4,824 | 03/31/2024 |
| EFG | 46,474 | $4,824 | 03/31/2024 |
| Marks Group Wealth Management Inc | 49,296 | $4,774 | 12/31/2023 |
| EFG | 49,296 | $4,774 | 12/31/2023 |
| Wade G W & Inc. | 48,877 | $4,734 | 12/31/2023 |
| EFG | 48,877 | $4,734 | 12/31/2023 |
| Townsquare Capital LLC | 48,843 | $4,730 | 12/31/2023 |
| EFG | 48,843 | $4,730 | 12/31/2023 |
| Rehmann Capital Advisory Group | 48,472 | $4,695 | 12/31/2023 |
| EFG | 48,472 | $4,695 | 12/31/2023 |
| Wealthquest Corp | 47,932 | $4,642 | 12/31/2023 |
| EFG | 47,932 | $4,642 | 12/31/2023 |
| Callan Family Office LLC | 47,091 | $4,561 | 12/31/2023 |
| EFG | 47,091 | $4,561 | 12/31/2023 |
| Snowden Capital Advisors LLC | 46,994 | $4,551 | 12/31/2023 |
| EFG | 46,994 | $4,551 | 12/31/2023 |
| Condor Capital Management | 46,855 | $4,538 | 12/31/2023 |
| EFG | 46,855 | $4,538 | 12/31/2023 |
| Courier Capital LLC | 43,638 | $4,529 | 03/31/2024 |
| EFG | 43,638 | $4,529 | 03/31/2024 |
| Stratos Wealth Advisors LLC | 43,464 | $4,511 | 03/31/2024 |
| EFG | 43,464 | $4,511 | 03/31/2024 |
| Certus Wealth Management LLC | 46,560 | $4,509 | 12/31/2023 |
| EFG | 46,560 | $4,509 | 12/31/2023 |
| First Pacific Financial | 46,257 | $4,480 | 12/31/2023 |
| EFG | 46,257 | $4,480 | 12/31/2023 |
| Buckingham Strategic Wealth LLC | 46,102 | $4,465 | 12/31/2023 |
| EFG | 46,102 | $4,465 | 12/31/2023 |
| Swmg LLC | 45,923 | $4,448 | 12/31/2023 |
| EFG | 45,923 | $4,448 | 12/31/2023 |
| SOA Wealth Advisors LLC. | 42,195 | $4,379 | 03/31/2024 |
| EFG | 42,195 | $4,379 | 03/31/2024 |
| Mount Yale Investment Advisors LLC | 45,196 | $4,377 | 12/31/2023 |
| EFG | 45,196 | $4,377 | 12/31/2023 |
| Harbor Group Inc. | 41,957 | $4,355 | 03/31/2024 |
| EFG | 41,957 | $4,355 | 03/31/2024 |
| Advisory Alpha LLC | 44,852 | $4,344 | 12/31/2023 |
| EFG | 44,852 | $4,344 | 12/31/2023 |
| Bay Harbor Wealth Management LLC | 44,780 | $4,337 | 12/31/2023 |
| EFG | 44,780 | $4,337 | 12/31/2023 |
| JNBA Financial Advisors | 44,312 | $4,292 | 12/31/2023 |
| EFG | 44,312 | $4,292 | 12/31/2023 |
| Hoxton Planning & Management LLC | 41,161 | $4,272 | 03/31/2024 |
| EFG | 41,161 | $4,272 | 03/31/2024 |
| Pinnacle Wealth Planning Services Inc. | 43,777 | $4,240 | 12/31/2023 |
| EFG | 43,777 | $4,240 | 12/31/2023 |
| Omega Financial Group LLC | 40,756 | $4,230 | 03/31/2024 |
| EFG | 40,756 | $4,230 | 03/31/2024 |
| Valmark Advisers Inc. | 43,661 | $4,229 | 12/31/2023 |
| EFG | 43,661 | $4,229 | 12/31/2023 |
| Savant Capital LLC | 43,588 | $4,222 | 12/31/2023 |
| EFG | 43,588 | $4,222 | 12/31/2023 |
| Legacy Financial Group LLC | 40,650 | $4,219 | 03/31/2024 |
| EFG | 40,650 | $4,219 | 03/31/2024 |
| Spire Wealth Management | 43,718 | $4,162 | 12/31/2023 |
| EFG | 43,718 | $4,162 | 12/31/2023 |
| Norris Perne & French LLP MI | 39,870 | $4,138 | 03/31/2024 |
| EFG | 39,870 | $4,138 | 03/31/2024 |
| Patton Albertson Miller Group LLC | 42,247 | $4,092 | 12/31/2023 |
| EFG | 42,247 | $4,092 | 12/31/2023 |
| Dorsey & Whitney Trust CO LLC | 42,199 | $4,087 | 12/31/2023 |
| EFG | 42,199 | $4,087 | 12/31/2023 |
| Mutual Advisors LLC | 41,586 | $4,028 | 12/31/2023 |
| EFG | 41,586 | $4,028 | 12/31/2023 |
| Forthright Family Wealth Advisory LLC | 41,542 | $4,023 | 12/31/2023 |
| EFG | 41,542 | $4,023 | 12/31/2023 |
| One Wealth Management Investment & Advisory Services LLC | 41,359 | $4,006 | 12/31/2023 |
| EFG | 41,359 | $4,006 | 12/31/2023 |
| Shared Vision Wealth Group LLC | 40,589 | $3,931 | 12/31/2023 |
| EFG | 40,589 | $3,931 | 12/31/2023 |
| W Advisors LLC | 39,906 | $3,865 | 12/31/2023 |
| EFG | 39,906 | $3,865 | 12/31/2023 |
| Atlas Private Wealth Management | 36,277 | $3,765 | 03/31/2024 |
| EFG | 36,277 | $3,765 | 03/31/2024 |
| Sterling Financial Planning Inc. | 38,775 | $3,755 | 12/31/2023 |
| EFG | 38,775 | $3,755 | 12/31/2023 |
| Lincoln National Corp | 38,636 | $3,742 | 12/31/2023 |
| EFG | 38,636 | $3,742 | 12/31/2023 |
| Firethorn Wealth Partners LLC | 35,917 | $3,728 | 03/31/2024 |
| EFG | 35,917 | $3,728 | 03/31/2024 |
| ShoreHaven Wealth Partners LLC | 38,098 | $3,690 | 12/31/2023 |
| EFG | 38,098 | $3,690 | 12/31/2023 |
| Kingdom Financial Group LLC. | 37,319 | $3,614 | 12/31/2023 |
| EFG | 37,319 | $3,614 | 12/31/2023 |
| SigFig Wealth Management LLC | 36,909 | $3,575 | 12/31/2023 |
| EFG | 36,909 | $3,575 | 12/31/2023 |
| Affiance Financial LLC | 34,192 | $3,549 | 03/31/2024 |
| EFG | 34,192 | $3,549 | 03/31/2024 |
| Clark Capital Management Group Inc. | 36,082 | $3,495 | 12/31/2023 |
| EFG | 36,082 | $3,495 | 12/31/2023 |
| Provence Wealth Management Group | 35,782 | $3,465 | 12/31/2023 |
| EFG | 35,782 | $3,465 | 12/31/2023 |
| Scarborough Advisors LLC | 35,585 | $3,446 | 12/31/2023 |
| EFG | 35,585 | $3,446 | 12/31/2023 |
| Journey Strategic Wealth LLC | 35,065 | $3,396 | 12/31/2023 |
| EFG | 35,065 | $3,396 | 12/31/2023 |
| Kowal Investment Group LLC | 32,270 | $3,349 | 03/31/2024 |
| EFG | 32,270 | $3,349 | 03/31/2024 |
| Bogart Wealth LLC | 34,446 | $3,336 | 12/31/2023 |
| EFG | 34,446 | $3,336 | 12/31/2023 |
| Spectrum Planning & Advisory Services Inc. | 34,332 | $3,325 | 12/31/2023 |
| EFG | 34,332 | $3,325 | 12/31/2023 |
| Signal Advisors Wealth LLC | 31,784 | $3,299 | 03/31/2024 |
| EFG | 31,784 | $3,299 | 03/31/2024 |
| Parkside Financial Bank & Trust | 33,912 | $3,284 | 12/31/2023 |
| EFG | 33,912 | $3,284 | 12/31/2023 |
| My Legacy Advisors LLC | 34,035 | $3,259 | 12/31/2023 |
| EFG | 34,035 | $3,259 | 12/31/2023 |
| Breakwater Capital Group | 31,180 | $3,236 | 03/31/2024 |
| EFG | 31,180 | $3,236 | 03/31/2024 |
| Crestone Asset Management LLC | 33,179 | $3,213 | 12/31/2023 |
| EFG | 33,179 | $3,213 | 12/31/2023 |
| Vance Wealth Inc. | 33,025 | $3,198 | 12/31/2023 |
| EFG | 33,025 | $3,198 | 12/31/2023 |
| CoreCap Advisors LLC | 32,979 | $3,194 | 12/31/2023 |
| EFG | 32,979 | $3,194 | 12/31/2023 |
| Huntington National Bank | 32,877 | $3,184 | 12/31/2023 |
| EFG | 32,877 | $3,184 | 12/31/2023 |
| Lansing Street Advisors | 32,873 | $3,184 | 12/31/2023 |
| EFG | 32,873 | $3,184 | 12/31/2023 |
| Atomi Financial Group Inc. | 32,818 | $3,178 | 12/31/2023 |
| EFG | 32,818 | $3,178 | 12/31/2023 |
| Mosley Wealth Management | 29,825 | $3,096 | 03/31/2024 |
| EFG | 29,825 | $3,096 | 03/31/2024 |
| Disciplined Investments LLC | 29,755 | $3,088 | 03/31/2024 |
| EFG | 29,755 | $3,088 | 03/31/2024 |
| Kickstand Ventures LLC. | 31,771 | $3,077 | 12/31/2023 |
| EFG | 31,771 | $3,077 | 12/31/2023 |
| Mayflower Financial Advisors LLC | 31,651 | $3,065 | 12/31/2023 |
| EFG | 31,651 | $3,065 | 12/31/2023 |
| BlackDiamond Wealth Management Inc. | 30,706 | $2,994 | 12/31/2023 |
| EFG | 30,706 | $2,994 | 12/31/2023 |
| Dominguez Wealth Management Solutions Inc. | 28,521 | $2,960 | 03/31/2024 |
| EFG | 28,521 | $2,960 | 03/31/2024 |
| Angeles Investment Advisors LLC | 30,500 | $2,954 | 12/31/2023 |
| EFG | 30,500 | $2,954 | 12/31/2023 |
| Channel Wealth LLC | 27,798 | $2,885 | 03/31/2024 |
| EFG | 27,798 | $2,885 | 03/31/2024 |
| Patten Group Inc. | 27,642 | $2,869 | 03/31/2024 |
| EFG | 27,642 | $2,869 | 03/31/2024 |
| Morningstar Investment Services LLC | 29,580 | $2,864 | 12/31/2023 |
| EFG | 29,580 | $2,864 | 12/31/2023 |
| AdvisorNet Financial Inc | 27,082 | $2,811 | 03/31/2024 |
| EFG | 27,082 | $2,811 | 03/31/2024 |
| D.A. Davidson & CO. | 29,023 | $2,811 | 12/31/2023 |
| EFG | 29,023 | $2,811 | 12/31/2023 |
| Harbour Investments Inc. | 29,003 | $2,809 | 12/31/2023 |
| EFG | 29,003 | $2,809 | 12/31/2023 |
| True Vision MN LLC | 28,992 | $2,808 | 12/31/2023 |
| EFG | 28,992 | $2,808 | 12/31/2023 |
| Csenge Advisory Group | 28,723 | $2,782 | 12/31/2023 |
| EFG | 28,723 | $2,782 | 12/31/2023 |
| Foundation Wealth Management LLC | 28,528 | $2,763 | 12/31/2023 |
| EFG | 28,528 | $2,763 | 12/31/2023 |
| One Capital Management LLC | 28,517 | $2,762 | 12/31/2023 |
| EFG | 28,517 | $2,762 | 12/31/2023 |
| Commonwealth Financial Services LLC | 28,365 | $2,747 | 12/31/2023 |
| EFG | 28,365 | $2,747 | 12/31/2023 |
| Hofer & Associates. Inc | 27,961 | $2,708 | 12/31/2023 |
| EFG | 27,961 | $2,708 | 12/31/2023 |
| Stock Yards Bank & Trust Co. | 27,886 | $2,701 | 12/31/2023 |
| EFG | 27,886 | $2,701 | 12/31/2023 |
| Paces Ferry Wealth Advisors LLC | 27,889 | $2,701 | 12/31/2023 |
| EFG | 27,889 | $2,701 | 12/31/2023 |
| Security Financial Services INC. | 26,013 | $2,700 | 03/31/2024 |
| EFG | 26,013 | $2,700 | 03/31/2024 |
| Tradition Wealth Management LLC | 27,791 | $2,692 | 12/31/2023 |
| EFG | 27,791 | $2,692 | 12/31/2023 |
| All Season Financial Advisors Inc. | 25,863 | $2,684 | 03/31/2024 |
| EFG | 25,863 | $2,684 | 03/31/2024 |
| Market Street Wealth Management Advisors LLC | 25,587 | $2,656 | 03/31/2024 |
| EFG | 25,587 | $2,656 | 03/31/2024 |
| Dfpg Investments LLC | 27,827 | $2,624 | 12/31/2023 |
| EFG | 27,827 | $2,624 | 12/31/2023 |
| Squarepoint Ops LLC | 26,998 | $2,615 | 12/31/2023 |
| EFG | 26,998 | $2,615 | 12/31/2023 |
| J.W. Cole Advisors Inc. | 26,888 | $2,604 | 12/31/2023 |
| EFG | 26,888 | $2,604 | 12/31/2023 |
| Navellier & Associates Inc | 26,633 | $2,579 | 12/31/2023 |
| EFG | 26,633 | $2,579 | 12/31/2023 |
| Maxwell Wealth Strategies Inc. | 26,628 | $2,579 | 12/31/2023 |
| EFG | 26,628 | $2,579 | 12/31/2023 |
| StrategIQ Financial Group LLC | 26,441 | $2,561 | 12/31/2023 |
| EFG | 26,441 | $2,561 | 12/31/2023 |
| Lantz Financial LLC | 24,635 | $2,557 | 03/31/2024 |
| EFG | 24,635 | $2,557 | 03/31/2024 |
| Geneos Wealth Management Inc. | 26,195 | $2,537 | 12/31/2023 |
| EFG | 26,195 | $2,537 | 12/31/2023 |
| STA Wealth Management LLC | 26,035 | $2,522 | 12/31/2023 |
| EFG | 26,035 | $2,522 | 12/31/2023 |
| NBC Securities Inc. | 24,268 | $2,518 | 03/31/2024 |
| EFG | 24,268 | $2,518 | 03/31/2024 |
| Carnegie Capital Asset Management LLC | 25,714 | $2,490 | 12/31/2023 |
| EFG | 25,714 | $2,490 | 12/31/2023 |
| Assetmark Inc. | 25,043 | $2,425 | 12/31/2023 |
| EFG | 25,043 | $2,425 | 12/31/2023 |
| FFG Retirement Advisors LLC | 25,006 | $2,422 | 12/31/2023 |
| EFG | 25,006 | $2,422 | 12/31/2023 |
| Berger Financial Group Inc | 23,291 | $2,417 | 03/31/2024 |
| EFG | 23,291 | $2,417 | 03/31/2024 |
| Apollon Wealth Management LLC | 24,906 | $2,412 | 12/31/2023 |
| EFG | 24,906 | $2,412 | 12/31/2023 |
| Strata Wealth Advisors LLC | 23,049 | $2,392 | 03/31/2024 |
| EFG | 23,049 | $2,392 | 03/31/2024 |
| Ehrlich Financial Group | 22,983 | $2,385 | 03/31/2024 |
| EFG | 22,983 | $2,385 | 03/31/2024 |
| PFG Advisors | 24,528 | $2,376 | 12/31/2023 |
| EFG | 24,528 | $2,376 | 12/31/2023 |
| Centurion Wealth Management LLC | 24,512 | $2,374 | 12/31/2023 |
| EFG | 24,512 | $2,374 | 12/31/2023 |
| Lakeview Capital Partners LLC | 24,468 | $2,370 | 12/31/2023 |
| EFG | 24,468 | $2,370 | 12/31/2023 |
| B.O.S.S. Retirement Advisors LLC | 23,815 | $2,307 | 12/31/2023 |
| EFG | 23,815 | $2,307 | 12/31/2023 |
| Sowell Financial Services LLC | 23,783 | $2,303 | 12/31/2023 |
| EFG | 23,783 | $2,303 | 12/31/2023 |
| Cerity Partners LLC | 23,774 | $2,302 | 12/31/2023 |
| EFG | 23,774 | $2,302 | 12/31/2023 |
| Ifrah Financial Services Inc. | 23,452 | $2,271 | 12/31/2023 |
| EFG | 23,452 | $2,271 | 12/31/2023 |
| Transcend Wealth Collective LLC | 23,426 | $2,269 | 12/31/2023 |
| EFG | 23,426 | $2,269 | 12/31/2023 |
| Fragasso Group Inc. | 21,672 | $2,249 | 03/31/2024 |
| EFG | 21,672 | $2,249 | 03/31/2024 |
| Maripau Wealth Management LLC | 23,074 | $2,235 | 12/31/2023 |
| EFG | 23,074 | $2,235 | 12/31/2023 |
| First Commonwealth Financial Corp PA | 22,126 | $2,143 | 12/31/2023 |
| EFG | 22,126 | $2,143 | 12/31/2023 |
| Dakota Wealth Management | 21,785 | $2,110 | 12/31/2023 |
| EFG | 21,785 | $2,110 | 12/31/2023 |
| Global Retirement Partners LLC | 22,090 | $2,091 | 12/31/2023 |
| EFG | 22,090 | $2,091 | 12/31/2023 |
| Great Valley Advisor Group Inc. | 21,576 | $2,090 | 12/31/2023 |
| EFG | 21,576 | $2,090 | 12/31/2023 |
| Arete Wealth Advisors LLC | 21,543 | $2,086 | 12/31/2023 |
| EFG | 21,543 | $2,086 | 12/31/2023 |
| Ascent Group LLC | 20,839 | $2,063 | 12/31/2023 |
| EFG | 20,839 | $2,063 | 12/31/2023 |
| Beacon Bridge Wealth Partners LLC | 21,060 | $2,040 | 12/31/2023 |
| EFG | 21,060 | $2,040 | 12/31/2023 |
| Baystate Wealth Management LLC | 20,670 | $2,002 | 12/31/2023 |
| EFG | 20,670 | $2,002 | 12/31/2023 |
| Hsbc Holdings PLC | 20,482 | $1,984 | 12/31/2023 |
| EFG | 20,482 | $1,984 | 12/31/2023 |
| RCS Financial Planning LLC | 20,293 | $1,965 | 12/31/2023 |
| EFG | 20,293 | $1,965 | 12/31/2023 |
| Greenwood Capital Associates LLC | 20,248 | $1,961 | 12/31/2023 |
| EFG | 20,248 | $1,961 | 12/31/2023 |
| Napatree Capital LLC | 20,056 | $1,942 | 12/31/2023 |
| EFG | 20,056 | $1,942 | 12/31/2023 |
| Financial Advocates Investment Management | 19,986 | $1,936 | 12/31/2023 |
| EFG | 19,986 | $1,936 | 12/31/2023 |
| Dohj LLC | 18,397 | $1,909 | 03/31/2024 |
| EFG | 18,397 | $1,909 | 03/31/2024 |
| Visionary Wealth Advisors | 19,675 | $1,905 | 12/31/2023 |
| EFG | 19,675 | $1,905 | 12/31/2023 |
| Verus Capital Partners LLC | 19,511 | $1,890 | 12/31/2023 |
| EFG | 19,511 | $1,890 | 12/31/2023 |
| EP Wealth Advisors LLC | 19,267 | $1,866 | 12/31/2023 |
| EFG | 19,267 | $1,866 | 12/31/2023 |
| WCG Wealth Advisors LLC | 19,029 | $1,843 | 12/31/2023 |
| EFG | 19,029 | $1,843 | 12/31/2023 |
| Fiduciary Trust Co. | 18,748 | $1,816 | 12/31/2023 |
| EFG | 18,748 | $1,816 | 12/31/2023 |
| Benjamin F. Edwards & Company Inc. | 18,729 | $1,814 | 12/31/2023 |
| EFG | 18,729 | $1,814 | 12/31/2023 |
| Verdence Capital Advisors LLC | 18,499 | $1,792 | 12/31/2023 |
| EFG | 18,499 | $1,792 | 12/31/2023 |
| Mechanics Bank Trust Department | 17,209 | $1,786 | 03/31/2024 |
| EFG | 17,209 | $1,786 | 03/31/2024 |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 17,200 | $1,785 | 03/31/2024 |
| EFG | 17,200 | $1,785 | 03/31/2024 |
| Strategic Financial Concepts LLC | 18,180 | $1,761 | 12/31/2023 |
| EFG | 18,180 | $1,761 | 12/31/2023 |
| SILVER OAK SECURITIES Inc | 18,153 | $1,758 | 12/31/2023 |
| EFG | 18,153 | $1,758 | 12/31/2023 |
| Paladin Advisory Group LLC | 18,112 | $1,754 | 12/31/2023 |
| EFG | 18,112 | $1,754 | 12/31/2023 |
| IFG Advisory LLC | 18,073 | $1,750 | 12/31/2023 |
| EFG | 18,073 | $1,750 | 12/31/2023 |
| ARK & TLK Investments LLC | 18,039 | $1,747 | 12/31/2023 |
| EFG | 18,039 | $1,747 | 12/31/2023 |
| Turtle Creek Wealth Advisors LLC | 18,016 | $1,745 | 12/31/2023 |
| EFG | 18,016 | $1,745 | 12/31/2023 |
| Clearview Wealth Advisors LLC | 16,776 | $1,741 | 03/31/2024 |
| EFG | 16,776 | $1,741 | 03/31/2024 |
| Copperleaf Capital LLC | 17,838 | $1,728 | 12/31/2023 |
| EFG | 17,838 | $1,728 | 12/31/2023 |
| Principal Securities Inc. | 17,549 | $1,700 | 12/31/2023 |
| EFG | 17,549 | $1,700 | 12/31/2023 |
| Mather Group LLC. | 17,467 | $1,692 | 03/31/2024 |
| EFG | 17,467 | $1,692 | 03/31/2024 |
| Empire Life Investments Inc. | 17,336 | $1,679 | 12/31/2023 |
| EFG | 17,336 | $1,679 | 12/31/2023 |
| WealthPLAN Partners LLC | 17,201 | $1,666 | 12/31/2023 |
| EFG | 17,201 | $1,666 | 12/31/2023 |
| Wambolt & Associates LLC | 16,996 | $1,646 | 12/31/2023 |
| EFG | 16,996 | $1,646 | 12/31/2023 |
| Warren Averett Asset Management LLC | 16,906 | $1,637 | 12/31/2023 |
| EFG | 16,906 | $1,637 | 12/31/2023 |
| SOL Capital Management CO | 16,830 | $1,630 | 12/31/2023 |
| EFG | 16,830 | $1,630 | 12/31/2023 |
| LVW Advisors LLC | 15,335 | $1,592 | 03/31/2024 |
| EFG | 15,335 | $1,592 | 03/31/2024 |
| Redwood Investment Management LLC | 16,383 | $1,587 | 12/31/2023 |
| EFG | 16,383 | $1,587 | 12/31/2023 |
| BEAM Asset Management LLC | 15,984 | $1,548 | 12/31/2023 |
| EFG | 15,984 | $1,548 | 12/31/2023 |
| Total Wealth Planning LLC | 14,882 | $1,545 | 03/31/2024 |
| EFG | 14,882 | $1,545 | 03/31/2024 |
| Prosperity Consulting Group LLC | 15,798 | $1,530 | 12/31/2023 |
| EFG | 15,798 | $1,530 | 12/31/2023 |
| Washington Trust Bank | 15,634 | $1,514 | 12/31/2023 |
| EFG | 15,634 | $1,514 | 12/31/2023 |
| Keel Point LLC | 14,517 | $1,507 | 03/31/2024 |
| EFG | 14,517 | $1,507 | 03/31/2024 |
| Concorde Asset Management LLC | 15,647 | $1,507 | 12/31/2023 |
| EFG | 15,647 | $1,507 | 12/31/2023 |
| Eudaimonia Partners LLC | 15,360 | $1,488 | 12/31/2023 |
| EFG | 15,360 | $1,488 | 12/31/2023 |
| Financial Counselors Inc. | 15,262 | $1,478 | 12/31/2023 |
| EFG | 15,262 | $1,478 | 12/31/2023 |
| Quadrant Private Wealth Management LLC | 15,247 | $1,477 | 12/31/2023 |
| EFG | 15,247 | $1,477 | 12/31/2023 |
| Advisors Capital Management LLC | 15,204 | $1,473 | 12/31/2023 |
| EFG | 15,204 | $1,473 | 12/31/2023 |
| Venturi Wealth Management LLC | 15,192 | $1,471 | 12/31/2023 |
| EFG | 15,192 | $1,471 | 12/31/2023 |
| Benedetti & Gucer Inc. | 15,014 | $1,454 | 12/31/2023 |
| EFG | 15,014 | $1,454 | 12/31/2023 |
| Family Wealth Group LLC | 14,997 | $1,452 | 12/31/2023 |
| EFG | 14,997 | $1,452 | 12/31/2023 |
| U.S. Capital Wealth Advisors LLC | 14,813 | $1,435 | 12/31/2023 |
| EFG | 14,813 | $1,435 | 12/31/2023 |
| Pensionmark Financial Group LLC | 14,454 | $1,400 | 12/31/2023 |
| EFG | 14,454 | $1,400 | 12/31/2023 |
| Capital Analysts LLC | 14,374 | $1,392 | 12/31/2023 |
| EFG | 14,374 | $1,392 | 12/31/2023 |
| Bush Investment Group LLC | 14,153 | $1,388 | 12/31/2023 |
| EFG | 14,153 | $1,388 | 12/31/2023 |
| We Are One Seven LLC | 14,140 | $1,369 | 12/31/2023 |
| EFG | 14,140 | $1,369 | 12/31/2023 |
| Trustmark National Bank Trust Department | 14,059 | $1,362 | 12/31/2023 |
| EFG | 14,059 | $1,362 | 12/31/2023 |
| Brown Advisory Inc. | 14,022 | $1,358 | 12/31/2023 |
| EFG | 14,022 | $1,358 | 12/31/2023 |
| Tcwp LLC | 13,967 | $1,353 | 12/31/2023 |
| EFG | 13,967 | $1,353 | 12/31/2023 |
| Valley National Advisers Inc. | 13,014 | $1,349 | 03/31/2024 |
| EFG | 13,014 | $1,349 | 03/31/2024 |
| Ironwood Investment Counsel LLC | 13,893 | $1,346 | 12/31/2023 |
| EFG | 13,893 | $1,346 | 12/31/2023 |
| Provident Wealth Management LLC | 13,799 | $1,336 | 12/31/2023 |
| EFG | 13,799 | $1,336 | 12/31/2023 |
| Gateway Wealth Partners LLC | 13,640 | $1,321 | 12/31/2023 |
| EFG | 13,640 | $1,321 | 12/31/2023 |
| Palisade Asset Management LLC | 13,567 | $1,314 | 12/31/2023 |
| EFG | 13,567 | $1,314 | 12/31/2023 |
| Hardy Reed LLC | 13,470 | $1,305 | 12/31/2023 |
| EFG | 13,470 | $1,305 | 12/31/2023 |
| Keystone Wealth Services LLC | 12,544 | $1,302 | 03/31/2024 |
| EFG | 12,544 | $1,302 | 03/31/2024 |
| TRUE Private Wealth Advisors | 13,447 | $1,302 | 12/31/2023 |
| EFG | 13,447 | $1,302 | 12/31/2023 |
| NorthRock Partners LLC | 13,169 | $1,275 | 12/31/2023 |
| EFG | 13,169 | $1,275 | 12/31/2023 |
| W.H. Cornerstone Investments Inc. | 13,045 | $1,263 | 12/31/2023 |
| EFG | 13,045 | $1,263 | 12/31/2023 |
| Interchange Capital Partners LLC | 12,933 | $1,255 | 12/31/2023 |
| EFG | 12,933 | $1,255 | 12/31/2023 |
| Price T Rowe Associates Inc. MD | 12,742 | $1,235 | 12/31/2023 |
| EFG | 12,742 | $1,235 | 12/31/2023 |
| Valeo Financial Advisors LLC | 11,885 | $1,234 | 03/31/2024 |
| EFG | 11,885 | $1,234 | 03/31/2024 |
| Diversified LLC | 12,705 | $1,230 | 12/31/2023 |
| EFG | 12,705 | $1,230 | 12/31/2023 |
| Larson Financial Group LLC | 12,658 | $1,226 | 12/31/2023 |
| EFG | 12,658 | $1,226 | 12/31/2023 |
| Claro Advisors LLC | 11,783 | $1,223 | 03/31/2024 |
| EFG | 11,783 | $1,223 | 03/31/2024 |
| Sequoia Financial Advisors LLC | 12,617 | $1,222 | 12/31/2023 |
| EFG | 12,617 | $1,222 | 12/31/2023 |
| Pillar Wealth Advisors LLC | 12,610 | $1,221 | 12/31/2023 |
| EFG | 12,610 | $1,221 | 12/31/2023 |
| Centaurus Financial Inc. | 12,542 | $1,215 | 12/31/2023 |
| EFG | 12,542 | $1,215 | 12/31/2023 |
| United Asset Strategies Inc. | 12,396 | $1,201 | 12/31/2023 |
| EFG | 12,396 | $1,201 | 12/31/2023 |
| OMNI 360 Wealth Inc. | 11,561 | $1,200 | 03/31/2024 |
| EFG | 11,561 | $1,200 | 03/31/2024 |
| Cyndeo Wealth Partners LLC | 11,459 | $1,189 | 03/31/2024 |
| EFG | 11,459 | $1,189 | 03/31/2024 |
| Commonwealth Retirement Investments LLC | 12,143 | $1,176 | 12/31/2023 |
| EFG | 12,143 | $1,176 | 12/31/2023 |
| AMG National Trust Bank | 12,113 | $1,173 | 12/31/2023 |
| EFG | 12,113 | $1,173 | 12/31/2023 |
| Evercore Wealth Management LLC | 12,010 | $1,163 | 12/31/2023 |
| EFG | 12,010 | $1,163 | 12/31/2023 |
| Clayton Financial Group LLC | 11,911 | $1,154 | 12/31/2023 |
| EFG | 11,911 | $1,154 | 12/31/2023 |
| BTC Capital Management Inc. | 11,025 | $1,144 | 03/31/2024 |
| EFG | 11,025 | $1,144 | 03/31/2024 |
| Conning Inc. | 11,731 | $1,136 | 12/31/2023 |
| EFG | 11,731 | $1,136 | 12/31/2023 |
| Milestone Investment Advisors LLC | 11,708 | $1,134 | 12/31/2023 |
| EFG | 11,708 | $1,134 | 12/31/2023 |
| GHP Investment Advisors Inc. | 11,694 | $1,133 | 12/31/2023 |
| EFG | 11,694 | $1,133 | 12/31/2023 |
| Aspire Wealth Management Corp | 11,650 | $1,128 | 12/31/2023 |
| EFG | 11,650 | $1,128 | 12/31/2023 |
| Raymond James Trust N.A. | 11,626 | $1,126 | 12/31/2023 |
| EFG | 11,626 | $1,126 | 12/31/2023 |
| Allworth Financial LP | 11,619 | $1,125 | 12/31/2023 |
| EFG | 11,619 | $1,125 | 12/31/2023 |
| Pinnacle Associates Ltd. | 11,586 | $1,122 | 12/31/2023 |
| EFG | 11,586 | $1,122 | 12/31/2023 |
| First Foundation Advisors | 11,564 | $1,120 | 12/31/2023 |
| EFG | 11,564 | $1,120 | 12/31/2023 |
| Rockefeller Capital Management L.P. | 11,529 | $1,117 | 12/31/2023 |
| EFG | 11,529 | $1,117 | 12/31/2023 |
| Evoke Wealth LLC | 11,402 | $1,104 | 12/31/2023 |
| EFG | 11,402 | $1,104 | 12/31/2023 |
| FDx Advisors Inc. | 11,376 | $1,102 | 12/31/2023 |
| EFG | 11,376 | $1,102 | 12/31/2023 |
| Twin Peaks Wealth Advisors LLC | 11,313 | $1,096 | 12/31/2023 |
| EFG | 11,313 | $1,096 | 12/31/2023 |
| Tempus Wealth Planning LLC | 10,443 | $1,084 | 03/31/2024 |
| EFG | 10,443 | $1,084 | 03/31/2024 |
| Mendel Capital Management LLC | 11,186 | $1,083 | 12/31/2023 |
| EFG | 11,186 | $1,083 | 12/31/2023 |
| Institute for Wealth Management LLC. | 11,077 | $1,073 | 12/31/2023 |
| EFG | 11,077 | $1,073 | 12/31/2023 |
| Savvy Advisors Inc. | 11,072 | $1,072 | 12/31/2023 |
| EFG | 11,072 | $1,072 | 12/31/2023 |
| Global Wealth Management Investment Advisory Inc. | 10,927 | $1,058 | 12/31/2023 |
| EFG | 10,927 | $1,058 | 12/31/2023 |
| Arcadia Wealth Management LLC | 10,906 | $1,056 | 12/31/2023 |
| EFG | 10,906 | $1,056 | 12/31/2023 |
| InterOcean Capital Group LLC | 10,872 | $1,053 | 12/31/2023 |
| EFG | 10,872 | $1,053 | 12/31/2023 |
| Stratos Wealth Partners LTD. | 10,081 | $1,046 | 03/31/2024 |
| EFG | 10,081 | $1,046 | 03/31/2024 |
| BIP Wealth LLC | 10,777 | $1,044 | 12/31/2023 |
| EFG | 10,777 | $1,044 | 12/31/2023 |
| Pallas Capital Advisors LLC | 10,032 | $1,041 | 03/31/2024 |
| EFG | 10,032 | $1,041 | 03/31/2024 |
| Ancora Advisors LLC | 10,731 | $1,039 | 12/31/2023 |
| EFG | 10,731 | $1,039 | 12/31/2023 |
| Northern Oak Wealth Management Inc. | 10,665 | $1,033 | 12/31/2023 |
| EFG | 10,665 | $1,033 | 12/31/2023 |
| WASHINGTON TRUST Co | 10,594 | $1,026 | 12/31/2023 |
| EFG | 10,594 | $1,026 | 12/31/2023 |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 10,313 | $999 | 12/31/2023 |
| EFG | 10,313 | $999 | 12/31/2023 |
| Baker Tilly Financial LLC | 10,263 | $994 | 12/31/2023 |
| EFG | 10,263 | $994 | 12/31/2023 |
| Macroview Investment Management LLC | 10,216 | $989 | 12/31/2023 |
| EFG | 10,216 | $989 | 12/31/2023 |
| Telemus Capital LLC | 10,015 | $970 | 12/31/2023 |
| EFG | 10,015 | $970 | 12/31/2023 |
| Cook Wealth Management Group LLC | 10,043 | $965 | 12/31/2023 |
| EFG | 10,043 | $965 | 12/31/2023 |
| Oppenheimer & Co. Inc. | 9,911 | $960 | 12/31/2023 |
| EFG | 9,911 | $960 | 12/31/2023 |
| Vertex Planning Partners LLC | 9,900 | $959 | 12/31/2023 |
| EFG | 9,900 | $959 | 12/31/2023 |
| Honkamp Krueger Financial Services Inc. | 9,867 | $956 | 12/31/2023 |
| EFG | 9,867 | $956 | 12/31/2023 |
| SCS Capital Management LLC | 9,833 | $952 | 12/31/2023 |
| EFG | 9,833 | $952 | 12/31/2023 |
| Cypress Capital Group | 9,754 | $945 | 12/31/2023 |
| EFG | 9,754 | $945 | 12/31/2023 |
| Cardiff Park Advisors LLC | 9,674 | $937 | 12/31/2023 |
| EFG | 9,674 | $937 | 12/31/2023 |
| Private Trust Co. NA | 9,570 | $927 | 12/31/2023 |
| EFG | 9,570 | $927 | 12/31/2023 |
| MONECO Advisors LLC | 9,436 | $914 | 12/31/2023 |
| EFG | 9,436 | $914 | 12/31/2023 |
| Sovereign Financial Group Inc. | 8,742 | $907 | 03/31/2024 |
| EFG | 8,742 | $907 | 03/31/2024 |
| Nwam LLC | 9,344 | $905 | 12/31/2023 |
| EFG | 9,344 | $905 | 12/31/2023 |
| Quadcap Wealth Management LLC | 9,256 | $896 | 12/31/2023 |
| EFG | 9,256 | $896 | 12/31/2023 |
| Cresset Asset Management LLC | 9,217 | $893 | 12/31/2023 |
| EFG | 9,217 | $893 | 12/31/2023 |
| James J. Burns & Company LLC | 9,152 | $886 | 12/31/2023 |
| EFG | 9,152 | $886 | 12/31/2023 |
| Collective Family Office LLC | 8,505 | $883 | 03/31/2024 |
| EFG | 8,505 | $883 | 03/31/2024 |
| Allegheny Financial Group LTD | 9,085 | $880 | 12/31/2023 |
| EFG | 9,085 | $880 | 12/31/2023 |
| Synovus Financial Corp | 9,029 | $874 | 12/31/2023 |
| EFG | 9,029 | $874 | 12/31/2023 |
| Ritter Daniher Financial Advisory LLC DE | 8,955 | $867 | 12/31/2023 |
| EFG | 8,955 | $867 | 12/31/2023 |
| Prime Capital Investment Advisors LLC | 8,932 | $865 | 12/31/2023 |
| EFG | 8,932 | $865 | 12/31/2023 |
| Betterment LLC | 8,919 | $864 | 12/31/2023 |
| EFG | 8,919 | $864 | 12/31/2023 |
| Mission Wealth Management LP | 8,863 | $858 | 12/31/2023 |
| EFG | 8,863 | $858 | 12/31/2023 |
| WCM Investment Management LLC | 8,812 | $853 | 12/31/2023 |
| EFG | 8,812 | $853 | 12/31/2023 |
| Meridian Wealth Management LLC | 8,796 | $852 | 12/31/2023 |
| EFG | 8,796 | $852 | 12/31/2023 |
| Evensky & Katz LLC | 8,185 | $850 | 03/31/2024 |
| EFG | 8,185 | $850 | 03/31/2024 |
| Concurrent Investment Advisors LLC | 8,782 | $850 | 12/31/2023 |
| EFG | 8,782 | $850 | 12/31/2023 |
| Kingswood Wealth Advisors LLC | 8,144 | $845 | 03/31/2024 |
| EFG | 8,144 | $845 | 03/31/2024 |
| Cooper Financial Group | 8,088 | $839 | 03/31/2024 |
| EFG | 8,088 | $839 | 03/31/2024 |
| Kingsview Wealth Management LLC | 8,605 | $833 | 12/31/2023 |
| EFG | 8,605 | $833 | 12/31/2023 |
| Armstrong Fleming & Moore Inc | 8,371 | $811 | 12/31/2023 |
| EFG | 8,371 | $811 | 12/31/2023 |
| BCU Wealth Advisors LLC | 8,275 | $801 | 12/31/2023 |
| EFG | 8,275 | $801 | 12/31/2023 |
| Luts & Greenleigh Group Inc. | 8,238 | $798 | 12/31/2023 |
| EFG | 8,238 | $798 | 12/31/2023 |
| Western Wealth Management LLC | 8,125 | $787 | 12/31/2023 |
| EFG | 8,125 | $787 | 12/31/2023 |
| Ieq Capital LLC | 8,066 | $781 | 12/31/2023 |
| EFG | 8,066 | $781 | 12/31/2023 |
| Mycio Wealth Partners LLC | 8,031 | $778 | 12/31/2023 |
| EFG | 8,031 | $778 | 12/31/2023 |
| Hutchens & Kramer Investment Management Group LLC | 8,028 | $778 | 12/31/2023 |
| EFG | 8,028 | $778 | 12/31/2023 |
| Wealthcare Advisory Partners LLC | 7,490 | $777 | 03/31/2024 |
| EFG | 7,490 | $777 | 03/31/2024 |
| Vantage Financial Partners LLC | 8,025 | $777 | 12/31/2023 |
| EFG | 8,025 | $777 | 12/31/2023 |
| Aspire Private Capital LLC | 7,469 | $775 | 03/31/2024 |
| EFG | 7,469 | $775 | 03/31/2024 |
| Sontag Advisory LLC | 7,968 | $772 | 12/31/2023 |
| EFG | 7,968 | $772 | 12/31/2023 |
| DGS Capital Management LLC | 7,414 | $769 | 03/31/2024 |
| EFG | 7,414 | $769 | 03/31/2024 |
| Girard Partners LTD. | 7,911 | $766 | 12/31/2023 |
| EFG | 7,911 | $766 | 12/31/2023 |
| Chicago Partners Investment Group LLC | 7,933 | $762 | 12/31/2023 |
| EFG | 7,933 | $762 | 12/31/2023 |
| Parallel Advisors LLC | 7,762 | $752 | 12/31/2023 |
| EFG | 7,762 | $752 | 12/31/2023 |
| Midwest Heritage Bank FSB | 7,735 | $749 | 12/31/2023 |
| EFG | 7,735 | $749 | 12/31/2023 |
| Cornerstone Wealth Advisors Inc. | 7,185 | $746 | 03/31/2024 |
| EFG | 7,185 | $746 | 03/31/2024 |
| Noble Family Wealth LLC | 7,160 | $743 | 03/31/2024 |
| EFG | 7,160 | $743 | 03/31/2024 |
| Patriot Financial Group Insurance Agency LLC | 7,654 | $741 | 12/31/2023 |
| EFG | 7,654 | $741 | 12/31/2023 |
| Gladstone Institutional Advisory LLC | 7,645 | $740 | 12/31/2023 |
| EFG | 7,645 | $740 | 12/31/2023 |
| Able Wealth Management LLC | 7,450 | $722 | 12/31/2023 |
| EFG | 7,450 | $722 | 12/31/2023 |
| Oxford Financial Group Ltd. | 7,426 | $719 | 12/31/2023 |
| EFG | 7,426 | $719 | 12/31/2023 |
| Penobscot Investment Management Company Inc. | 7,415 | $718 | 12/31/2023 |
| EFG | 7,415 | $718 | 12/31/2023 |
| MainStreet Investment Advisors LLC | 7,351 | $712 | 12/31/2023 |
| EFG | 7,351 | $712 | 12/31/2023 |
| Watchman Group Inc. | 7,334 | $710 | 12/31/2023 |
| EFG | 7,334 | $710 | 12/31/2023 |
| Raleigh Capital Management Inc. | 7,332 | $710 | 12/31/2023 |
| EFG | 7,332 | $710 | 12/31/2023 |
| Lmcg Investments LLC | 7,167 | $694 | 12/31/2023 |
| EFG | 7,167 | $694 | 12/31/2023 |
| Independence Bank of Kentucky | 6,596 | $685 | 03/31/2024 |
| EFG | 6,596 | $685 | 03/31/2024 |
| Sigma Planning Corp | 7,063 | $684 | 12/31/2023 |
| EFG | 7,063 | $684 | 12/31/2023 |
| Sage Financial Group Inc. | 7,035 | $681 | 12/31/2023 |
| EFG | 7,035 | $681 | 12/31/2023 |
| Wsfs Capital Management LLC | 6,992 | $677 | 12/31/2023 |
| EFG | 6,992 | $677 | 12/31/2023 |
| Schneider Downs Wealth Management Advisors LP | 6,984 | $676 | 12/31/2023 |
| EFG | 6,984 | $676 | 12/31/2023 |
| Sutton Place Investors LLC | 6,965 | $675 | 12/31/2023 |
| EFG | 6,965 | $675 | 12/31/2023 |
| Horan Securities Inc. | 6,918 | $670 | 12/31/2023 |
| EFG | 6,918 | $670 | 12/31/2023 |
| Qube Research & Technologies Ltd | 6,858 | $664 | 12/31/2023 |
| EFG | 6,858 | $664 | 12/31/2023 |
| Theory Financial LLC | 6,764 | $655 | 12/31/2023 |
| EFG | 6,764 | $655 | 12/31/2023 |
| Prospera Financial Services Inc | 6,705 | $649 | 12/31/2023 |
| EFG | 6,705 | $649 | 12/31/2023 |
| Coldstream Capital Management Inc. | 6,669 | $646 | 12/31/2023 |
| EFG | 6,669 | $646 | 12/31/2023 |
| First Citizens Financial Corp | 6,545 | $634 | 12/31/2023 |
| EFG | 6,545 | $634 | 12/31/2023 |
| Wealthfront Advisers LLC | 6,092 | $632 | 03/31/2024 |
| EFG | 6,092 | $632 | 03/31/2024 |
| Stone Point Wealth LLC | 6,515 | $631 | 12/31/2023 |
| EFG | 6,515 | $631 | 12/31/2023 |
| HRC Wealth Management LLC | 6,436 | $623 | 12/31/2023 |
| EFG | 6,436 | $623 | 12/31/2023 |
| Peterson Financial Group Inc. | 6,417 | $621 | 12/31/2023 |
| EFG | 6,417 | $621 | 12/31/2023 |
| Actinver Wealth Management Inc. | 6,402 | $620 | 12/31/2023 |
| EFG | 6,402 | $620 | 12/31/2023 |
| James Investment Research Inc. | 6,363 | $616 | 12/31/2023 |
| EFG | 6,363 | $616 | 12/31/2023 |
| Dentgroup LLC | 5,929 | $615 | 03/31/2024 |
| EFG | 5,929 | $615 | 03/31/2024 |
| Harbour Capital Advisors LLC | 5,906 | $604 | 03/31/2024 |
| EFG | 5,906 | $604 | 03/31/2024 |
| Fluent Financial LLC | 5,822 | $604 | 03/31/2024 |
| EFG | 5,822 | $604 | 03/31/2024 |
| Beacon Financial Advisory LLC | 6,213 | $602 | 12/31/2023 |
| EFG | 6,213 | $602 | 12/31/2023 |
| Cornerstone Planning Group LLC | 6,201 | $601 | 12/31/2023 |
| EFG | 6,201 | $601 | 12/31/2023 |
| FineMark National Bank & Trust | 6,090 | $590 | 12/31/2023 |
| EFG | 6,090 | $590 | 12/31/2023 |
| Choate Investment Advisors | 6,025 | $584 | 12/31/2023 |
| EFG | 6,025 | $584 | 12/31/2023 |
| IHT Wealth Management LLC | 5,986 | $580 | 12/31/2023 |
| EFG | 5,986 | $580 | 12/31/2023 |
| Sound Income Strategies LLC | 5,532 | $574 | 03/31/2024 |
| EFG | 5,532 | $574 | 03/31/2024 |
| Hanlon Investment Management Inc. | 5,916 | $573 | 12/31/2023 |
| EFG | 5,916 | $573 | 12/31/2023 |
| Montecito Bank & Trust | 5,486 | $569 | 03/31/2024 |
| EFG | 5,486 | $569 | 03/31/2024 |
| Haverford Trust Co. | 5,845 | $566 | 12/31/2023 |
| EFG | 5,845 | $566 | 12/31/2023 |
| Personal CFO Solutions LLC | 5,847 | $566 | 12/31/2023 |
| EFG | 5,847 | $566 | 12/31/2023 |
| American Trust | 5,817 | $563 | 12/31/2023 |
| EFG | 5,817 | $563 | 12/31/2023 |
| Absolute Capital Management LLC | 5,765 | $558 | 12/31/2023 |
| EFG | 5,765 | $558 | 12/31/2023 |
| Diversified Trust Co | 5,366 | $557 | 03/31/2024 |
| EFG | 5,366 | $557 | 03/31/2024 |
| Beacon Financial Group | 5,702 | $552 | 12/31/2023 |
| EFG | 5,702 | $552 | 12/31/2023 |
| Sheets Smith Wealth Management | 5,554 | $538 | 12/31/2023 |
| EFG | 5,554 | $538 | 12/31/2023 |
| MidWestOne Financial Group Inc. | 5,558 | $538 | 12/31/2023 |
| EFG | 5,558 | $538 | 12/31/2023 |
| Boston Financial Mangement LLC | 5,543 | $537 | 12/31/2023 |
| EFG | 5,543 | $537 | 12/31/2023 |
| NewEdge Wealth LLC | 5,547 | $537 | 12/31/2023 |
| EFG | 5,547 | $537 | 12/31/2023 |
| Rockland Trust Co. | 5,158 | $535 | 03/31/2024 |
| EFG | 5,158 | $535 | 03/31/2024 |
| Trust Point Inc. | 5,132 | $533 | 03/31/2024 |
| EFG | 5,132 | $533 | 03/31/2024 |
| Level Four Advisory Services LLC | 5,456 | $528 | 12/31/2023 |
| EFG | 5,456 | $528 | 12/31/2023 |
| 9258 Wealth Management LLC | 5,420 | $525 | 12/31/2023 |
| EFG | 5,420 | $525 | 12/31/2023 |
| Latitude Advisors LLC | 5,412 | $524 | 12/31/2023 |
| EFG | 5,412 | $524 | 12/31/2023 |
| Tocqueville Asset Management L.P. | 5,385 | $522 | 12/31/2023 |
| EFG | 5,385 | $522 | 12/31/2023 |
| Birch Hill Investment Advisors LLC | 5,373 | $520 | 12/31/2023 |
| EFG | 5,373 | $520 | 12/31/2023 |
| Leisure Capital Management | 5,368 | $520 | 12/31/2023 |
| EFG | 5,368 | $520 | 12/31/2023 |
| Pachira Investments Inc. | 4,972 | $516 | 03/31/2024 |
| EFG | 4,972 | $516 | 03/31/2024 |
| EverSource Wealth Advisors LLC | 5,314 | $515 | 12/31/2023 |
| EFG | 5,314 | $515 | 12/31/2023 |
| Alerus Financial NA | 5,300 | $513 | 12/31/2023 |
| EFG | 5,300 | $513 | 12/31/2023 |
| RHS Financial LLC | 4,929 | $512 | 03/31/2024 |
| EFG | 4,929 | $512 | 03/31/2024 |
| Associated Banc Corp | 5,282 | $512 | 12/31/2023 |
| EFG | 5,282 | $512 | 12/31/2023 |
| Midland Wealth Advisors LLC | 5,275 | $511 | 12/31/2023 |
| EFG | 5,275 | $511 | 12/31/2023 |
| Rosenberg Matthew Hamilton | 5,201 | $504 | 12/31/2023 |
| EFG | 5,201 | $504 | 12/31/2023 |
| Sachetta LLC | 5,131 | $497 | 12/31/2023 |
| EFG | 5,131 | $497 | 12/31/2023 |
| Strategic Equity Management | 4,761 | $494 | 03/31/2024 |
| EFG | 4,761 | $494 | 03/31/2024 |
| Fisher Asset Management LLC | 5,090 | $493 | 12/31/2023 |
| EFG | 5,090 | $493 | 12/31/2023 |
| Rappaport Reiches Capital Management LLC | 4,700 | $488 | 03/31/2024 |
| EFG | 4,700 | $488 | 03/31/2024 |
| Gables Capital Management Inc. | 5,007 | $485 | 12/31/2023 |
| EFG | 5,007 | $485 | 12/31/2023 |
| Hobart Private Capital LLC | 4,664 | $484 | 03/31/2024 |
| EFG | 4,664 | $484 | 03/31/2024 |
| Wedbush Securities Inc. | 4,966 | $481 | 12/31/2023 |
| EFG | 4,966 | $481 | 12/31/2023 |
| International Assets Investment Management LLC | 4,631 | $479 | 03/31/2024 |
| EFG | 4,631 | $479 | 03/31/2024 |
| LexAurum Advisors LLC | 4,600 | $477 | 03/31/2024 |
| EFG | 4,600 | $477 | 03/31/2024 |
| SageView Advisory Group LLC | 4,891 | $477 | 12/31/2023 |
| EFG | 4,891 | $477 | 12/31/2023 |
| GYL Financial Synergies LLC | 4,900 | $475 | 12/31/2023 |
| EFG | 4,900 | $475 | 12/31/2023 |
| Massmutual Trust Co. FSB ADV | 4,521 | $469 | 03/31/2024 |
| EFG | 4,521 | $469 | 03/31/2024 |
| Colony Family Offices LLC | 4,828 | $468 | 12/31/2023 |
| EFG | 4,828 | $468 | 12/31/2023 |
| CIBC World Markets Inc. | 4,757 | $461 | 12/31/2023 |
| EFG | 4,757 | $461 | 12/31/2023 |
| Cornerstone Wealth Management LLC | 4,392 | $456 | 03/31/2024 |
| EFG | 4,392 | $456 | 03/31/2024 |
| Keybank National Association OH | 4,679 | $453 | 12/31/2023 |
| EFG | 4,679 | $453 | 12/31/2023 |
| Oliver Lagore Vanvalin Investment Group | 4,675 | $453 | 12/31/2023 |
| EFG | 4,675 | $453 | 12/31/2023 |
| Quadrant Capital Group LLC | 4,575 | $443 | 12/31/2023 |
| EFG | 4,575 | $443 | 12/31/2023 |
| UMB Bank N A MO | 4,529 | $439 | 12/31/2023 |
| EFG | 4,529 | $439 | 12/31/2023 |
| Wrapmanager Inc. | 4,528 | $439 | 12/31/2023 |
| EFG | 4,528 | $439 | 12/31/2023 |
| Fermata Advisors LLC | 4,206 | $437 | 03/31/2024 |
| EFG | 4,206 | $437 | 03/31/2024 |
| Doliver Advisors LP | 4,198 | $436 | 03/31/2024 |
| EFG | 4,198 | $436 | 03/31/2024 |
| Beverly Hills Private Wealth LLC | 4,501 | $436 | 12/31/2023 |
| EFG | 4,501 | $436 | 12/31/2023 |
| Integrated Advisors Network LLC | 4,478 | $434 | 12/31/2023 |
| EFG | 4,478 | $434 | 12/31/2023 |
| Eudaimonia Advisors LLC | 4,446 | $431 | 12/31/2023 |
| EFG | 4,446 | $431 | 12/31/2023 |
| BOS Asset Management LLC | 4,417 | $428 | 12/31/2023 |
| EFG | 4,417 | $428 | 12/31/2023 |
| GeoWealth Management LLC | 4,372 | $424 | 12/31/2023 |
| EFG | 4,372 | $424 | 12/31/2023 |
| Wiley BROS. Aintree Capital LLC | 4,069 | $422 | 03/31/2024 |
| EFG | 4,069 | $422 | 03/31/2024 |
| Athena Investment Management | 4,337 | $420 | 12/31/2023 |
| EFG | 4,337 | $420 | 12/31/2023 |
| Highland Capital Management LLC | 4,271 | $414 | 12/31/2023 |
| EFG | 4,271 | $414 | 12/31/2023 |
| Resurgent Financial Advisors LLC | 4,256 | $412 | 12/31/2023 |
| EFG | 4,256 | $412 | 12/31/2023 |
| TrueWealth Advisors LLC | 4,239 | $411 | 12/31/2023 |
| EFG | 4,239 | $411 | 12/31/2023 |
| Coppell Advisory Solutions LLC | 4,226 | $409 | 12/31/2023 |
| EFG | 4,226 | $409 | 12/31/2023 |
| Pinnacle Family Advisors LLC | 4,198 | $407 | 12/31/2023 |
| EFG | 4,198 | $407 | 12/31/2023 |
| Wolff Financial Management LLC | 4,168 | $404 | 12/31/2023 |
| EFG | 4,168 | $404 | 12/31/2023 |
| Financial Perspectives Inc | 3,852 | $400 | 03/31/2024 |
| EFG | 3,852 | $400 | 03/31/2024 |
| Tritonpoint Wealth LLC | 4,081 | $395 | 12/31/2023 |
| EFG | 4,081 | $395 | 12/31/2023 |
| Connecticut Wealth Management LLC | 4,028 | $390 | 12/31/2023 |
| EFG | 4,028 | $390 | 12/31/2023 |
| Putnam FL Investment Management Co. | 4,002 | $388 | 12/31/2023 |
| EFG | 4,002 | $388 | 12/31/2023 |
| Tranquility Partners LLC | 3,945 | $382 | 12/31/2023 |
| EFG | 3,945 | $382 | 12/31/2023 |
| TD Capital Management LLC | 3,929 | $381 | 12/31/2023 |
| EFG | 3,929 | $381 | 12/31/2023 |
| Fifth Third Securities Inc. | 3,638 | $378 | 03/31/2024 |
| EFG | 3,638 | $378 | 03/31/2024 |
| Bridgeworth LLC | 3,899 | $378 | 12/31/2023 |
| EFG | 3,899 | $378 | 12/31/2023 |
| First Heartland Consultants Inc. | 3,885 | $376 | 12/31/2023 |
| EFG | 3,885 | $376 | 12/31/2023 |
| Farmers & Merchants Investments Inc. | 3,592 | $373 | 03/31/2024 |
| EFG | 3,592 | $373 | 03/31/2024 |
| O Shaughnessy Asset Management LLC | 3,829 | $371 | 12/31/2023 |
| EFG | 3,829 | $371 | 12/31/2023 |
| Syntegra Private Wealth Group LLC | 3,730 | $361 | 12/31/2023 |
| EFG | 3,730 | $361 | 12/31/2023 |
| Global Wealth Strategies & Associates | 3,473 | $360 | 03/31/2024 |
| EFG | 3,473 | $360 | 03/31/2024 |
| TAP Consulting LLC | 3,716 | $360 | 12/31/2023 |
| EFG | 3,716 | $360 | 12/31/2023 |
| Vermillion & White Wealth Management Group LLC | 3,704 | $359 | 12/31/2023 |
| EFG | 3,704 | $359 | 12/31/2023 |
| Scotia Capital Inc. | 3,701 | $358 | 12/31/2023 |
| EFG | 3,701 | $358 | 12/31/2023 |
| Ledyard National Bank | 3,685 | $357 | 12/31/2023 |
| EFG | 3,685 | $357 | 12/31/2023 |
| Evanson Asset Management LLC | 3,428 | $356 | 03/31/2024 |
| EFG | 3,428 | $356 | 03/31/2024 |
| Droms Strauss Advisors Inc. MO ADV | 3,680 | $356 | 12/31/2023 |
| EFG | 3,680 | $356 | 12/31/2023 |
| Citizens Financial Group Inc RI | 3,670 | $355 | 12/31/2023 |
| EFG | 3,670 | $355 | 12/31/2023 |
| Watershed Private Wealth LLC | 3,669 | $355 | 12/31/2023 |
| EFG | 3,669 | $355 | 12/31/2023 |
| Urban Financial Advisory Corp | 3,651 | $354 | 12/31/2023 |
| EFG | 3,651 | $354 | 12/31/2023 |
| MAI Capital Management | 3,646 | $353 | 12/31/2023 |
| EFG | 3,646 | $353 | 12/31/2023 |
| Aspire Capital Advisors LLC | 3,590 | $348 | 12/31/2023 |
| EFG | 3,590 | $348 | 12/31/2023 |
| Axxcess Wealth Management LLC | 3,551 | $344 | 12/31/2023 |
| EFG | 3,551 | $344 | 12/31/2023 |
| McGlone Suttner Wealth Management Inc. | 3,306 | $343 | 03/31/2024 |
| EFG | 3,306 | $343 | 03/31/2024 |
| Acorn Financial Advisory Services Inc. ADV | 3,585 | $340 | 12/31/2023 |
| EFG | 3,585 | $340 | 12/31/2023 |
| Dynamic Advisor Solutions LLC | 3,237 | $336 | 03/31/2024 |
| EFG | 3,237 | $336 | 03/31/2024 |
| JT Stratford LLC | 3,466 | $336 | 12/31/2023 |
| EFG | 3,466 | $336 | 12/31/2023 |
| Northeast Financial Consultants Inc | 3,463 | $335 | 12/31/2023 |
| EFG | 3,463 | $335 | 12/31/2023 |
| Western Financial Corp CA | 3,427 | $332 | 12/31/2023 |
| EFG | 3,427 | $332 | 12/31/2023 |
| Financial Partners Group Inc | 3,400 | $329 | 12/31/2023 |
| EFG | 3,400 | $329 | 12/31/2023 |
| Heritage Wealth Management LLC | 3,395 | $329 | 12/31/2023 |
| EFG | 3,395 | $329 | 12/31/2023 |
| Capital Asset Advisory Services LLC | 3,199 | $326 | 03/31/2024 |
| EFG | 3,199 | $326 | 03/31/2024 |
| Two Sigma Securities LLC | 3,360 | $325 | 12/31/2023 |
| EFG | 3,360 | $325 | 12/31/2023 |
| Main Street Financial Solutions LLC | 3,309 | $320 | 12/31/2023 |
| EFG | 3,309 | $320 | 12/31/2023 |
| Bristlecone Advisors LLC | 3,287 | $318 | 12/31/2023 |
| EFG | 3,287 | $318 | 12/31/2023 |
| First American Trust FSB | 3,269 | $317 | 12/31/2023 |
| EFG | 3,269 | $317 | 12/31/2023 |
| Laurel Wealth Advisors LLC | 3,269 | $317 | 12/31/2023 |
| EFG | 3,269 | $317 | 12/31/2023 |
| Garrett Investment Advisors LLC | 3,044 | $316 | 03/31/2024 |
| EFG | 3,044 | $316 | 03/31/2024 |
| Essex Savings Bank | 3,265 | $316 | 12/31/2023 |
| EFG | 3,265 | $316 | 12/31/2023 |
| Semus Wealth Partners LLC | 3,245 | $314 | 12/31/2023 |
| EFG | 3,245 | $314 | 12/31/2023 |
| Green Square Capital Advisors LLC | 3,225 | $312 | 12/31/2023 |
| EFG | 3,225 | $312 | 12/31/2023 |
| Kayne Anderson Rudnick Investment Management LLC | 3,157 | $306 | 12/31/2023 |
| EFG | 3,157 | $306 | 12/31/2023 |
| Perennial Investment Advisors LLC | 3,161 | $306 | 12/31/2023 |
| EFG | 3,161 | $306 | 12/31/2023 |
| FLC Capital Advisors | 3,152 | $305 | 12/31/2023 |
| EFG | 3,152 | $305 | 12/31/2023 |
| Signature Securities Group Corporation | 2,923 | $303 | 03/31/2024 |
| EFG | 2,923 | $303 | 03/31/2024 |
| Stephens Inc. AR | 3,128 | $303 | 12/31/2023 |
| EFG | 3,128 | $303 | 12/31/2023 |
| RPg Family Wealth Advisory LLC | 3,129 | $303 | 12/31/2023 |
| EFG | 3,129 | $303 | 12/31/2023 |
| Meitav Dash Investments Ltd. | 3,115 | $302 | 12/31/2023 |
| EFG | 3,115 | $302 | 12/31/2023 |
| Professional Financial Advisors LLC | 3,095 | $300 | 12/31/2023 |
| EFG | 3,095 | $300 | 12/31/2023 |
| Fulton Breakefield Broenniman LLC | 3,089 | $299 | 12/31/2023 |
| EFG | 3,089 | $299 | 12/31/2023 |
| Gallagher Fiduciary Advisors LLC | 3,087 | $299 | 12/31/2023 |
| EFG | 3,087 | $299 | 12/31/2023 |
| Keystone Financial Group | 3,075 | $298 | 12/31/2023 |
| EFG | 3,075 | $298 | 12/31/2023 |
| FinTrust Capital Advisors LLC | 3,036 | $294 | 12/31/2023 |
| EFG | 3,036 | $294 | 12/31/2023 |
| Montag & Caldwell LLC | 3,002 | $291 | 12/31/2023 |
| EFG | 3,002 | $291 | 12/31/2023 |
| Continuum Advisory LLC | 2,976 | $288 | 12/31/2023 |
| EFG | 2,976 | $288 | 12/31/2023 |
| Lantern Wealth Advisors LLC | 2,927 | $283 | 12/31/2023 |
| EFG | 2,927 | $283 | 12/31/2023 |
| Cortland Associates Inc. MO | 2,906 | $281 | 12/31/2023 |
| EFG | 2,906 | $281 | 12/31/2023 |
| Rollins Financial | 2,875 | $278 | 12/31/2023 |
| EFG | 2,875 | $278 | 12/31/2023 |
| Rollins Financial Advisors LLC | 2,875 | $278 | 12/31/2023 |
| EFG | 2,875 | $278 | 12/31/2023 |
| LGT Financial Advisors LLC | 2,867 | $278 | 12/31/2023 |
| EFG | 2,867 | $278 | 12/31/2023 |
| Jaffetilchin Investment Partners LLC | 2,829 | $274 | 12/31/2023 |
| EFG | 2,829 | $274 | 12/31/2023 |
| White Lighthouse Investment Management Inc. | 2,832 | $274 | 12/31/2023 |
| EFG | 2,832 | $274 | 12/31/2023 |
| Semmax Financial Advisors Inc. | 2,805 | $273 | 12/31/2023 |
| EFG | 2,805 | $273 | 12/31/2023 |
| Family Firm Inc. | 2,811 | $272 | 12/31/2023 |
| EFG | 2,811 | $272 | 12/31/2023 |
| Magnus Financial Group LLC | 2,787 | $270 | 12/31/2023 |
| EFG | 2,787 | $270 | 12/31/2023 |
| Legacy Wealth Asset Management LLC | 2,587 | $269 | 03/31/2024 |
| EFG | 2,587 | $269 | 03/31/2024 |
| Madison Wealth Partners Inc | 2,759 | $267 | 12/31/2023 |
| EFG | 2,759 | $267 | 12/31/2023 |
| Clarius Group LLC | 2,505 | $260 | 03/31/2024 |
| EFG | 2,505 | $260 | 03/31/2024 |
| ERn Financial LLC | 2,462 | $256 | 03/31/2024 |
| EFG | 2,462 | $256 | 03/31/2024 |
| Means Investment CO. Inc. | 2,457 | $255 | 03/31/2024 |
| EFG | 2,457 | $255 | 03/31/2024 |
| Financial Engines Advisors L.L.C. | 2,625 | $254 | 12/31/2023 |
| EFG | 2,625 | $254 | 12/31/2023 |
| Arkadios Wealth Advisors | 2,624 | $254 | 12/31/2023 |
| EFG | 2,624 | $254 | 12/31/2023 |
| Argent Trust Co | 2,597 | $252 | 12/31/2023 |
| EFG | 2,597 | $252 | 12/31/2023 |
| Goldstein Advisors LLC | 2,580 | $250 | 12/31/2023 |
| EFG | 2,580 | $250 | 12/31/2023 |
| Oakworth Capital Inc. | 2,575 | $249 | 12/31/2023 |
| EFG | 2,575 | $249 | 12/31/2023 |
| Atlas Private Wealth Advisors | 2,557 | $248 | 12/31/2023 |
| EFG | 2,557 | $248 | 12/31/2023 |
| Orin Green Financial LLC | 2,560 | $248 | 12/31/2023 |
| EFG | 2,560 | $248 | 12/31/2023 |
| Ausdal Financial Partners Inc. | 2,380 | $247 | 03/31/2024 |
| EFG | 2,380 | $247 | 03/31/2024 |
| Wesbanco Bank Inc. | 2,527 | $245 | 12/31/2023 |
| EFG | 2,527 | $245 | 12/31/2023 |
| Aveo Capital Partners LLC | 2,515 | $244 | 12/31/2023 |
| EFG | 2,515 | $244 | 12/31/2023 |
| First County Bank CT | 2,504 | $243 | 12/31/2023 |
| EFG | 2,504 | $243 | 12/31/2023 |
| Fonville Wealth Management LLC | 2,500 | $242 | 12/31/2023 |
| EFG | 2,500 | $242 | 12/31/2023 |
| Evergreen Capital Management LLC | 2,491 | $241 | 12/31/2023 |
| EFG | 2,491 | $241 | 12/31/2023 |
| My Personal CFO LLC | 2,476 | $240 | 12/31/2023 |
| EFG | 2,476 | $240 | 12/31/2023 |
| Regis Management CO LLC | 2,465 | $239 | 12/31/2023 |
| EFG | 2,465 | $239 | 12/31/2023 |
| Miller Investment Management LP | 2,470 | $239 | 12/31/2023 |
| EFG | 2,470 | $239 | 12/31/2023 |
| SlateStone Wealth LLC | 2,461 | $238 | 12/31/2023 |
| EFG | 2,461 | $238 | 12/31/2023 |
| CRA Financial Services LLC | 2,266 | $235 | 03/31/2024 |
| EFG | 2,266 | $235 | 03/31/2024 |
| DAVENPORT & Co LLC | 2,412 | $234 | 12/31/2023 |
| EFG | 2,412 | $234 | 12/31/2023 |
| Taylor & Morgan Wealth Management LLC | 2,215 | $230 | 03/31/2024 |
| EFG | 2,215 | $230 | 03/31/2024 |
| First Financialcorp IN | 2,201 | $228 | 03/31/2024 |
| EFG | 2,201 | $228 | 03/31/2024 |
| Fifth Third Bancorp | 2,352 | $228 | 12/31/2023 |
| EFG | 2,352 | $228 | 12/31/2023 |
| Waldron Private Wealth LLC | 2,355 | $228 | 12/31/2023 |
| EFG | 2,355 | $228 | 12/31/2023 |
| Neumann Capital Management LLC | 2,329 | $226 | 12/31/2023 |
| EFG | 2,329 | $226 | 12/31/2023 |
| Strategy Asset Managers LLC | 2,322 | $225 | 12/31/2023 |
| EFG | 2,322 | $225 | 12/31/2023 |
| Plante Moran Financial Advisors LLC | 2,307 | $223 | 12/31/2023 |
| EFG | 2,307 | $223 | 12/31/2023 |
| New Republic Capital LLC | 2,275 | $220 | 12/31/2023 |
| EFG | 2,275 | $220 | 12/31/2023 |
| FF Advisors LLC | 2,100 | $218 | 03/31/2024 |
| EFG | 2,100 | $218 | 03/31/2024 |
| Holistic Planning LLC | 2,238 | $217 | 12/31/2023 |
| EFG | 2,238 | $217 | 12/31/2023 |
| Stage Harbor Financial LLC | 2,217 | $215 | 12/31/2023 |
| EFG | 2,217 | $215 | 12/31/2023 |
| West Coast Financial LLC | 2,050 | $213 | 03/31/2024 |
| EFG | 2,050 | $213 | 03/31/2024 |
| Veracity Capital LLC | 2,037 | $211 | 03/31/2024 |
| EFG | 2,037 | $211 | 03/31/2024 |
| Marino Stram & Associates LLC | 2,155 | $209 | 12/31/2023 |
| EFG | 2,155 | $209 | 12/31/2023 |
| Meeder Advisory Services Inc. | 2,162 | $209 | 12/31/2023 |
| EFG | 2,162 | $209 | 12/31/2023 |
| Wetherby Asset Management Inc. | 2,148 | $208 | 12/31/2023 |
| EFG | 2,148 | $208 | 12/31/2023 |
| Avaii Wealth Management LLC | 2,129 | $206 | 12/31/2023 |
| EFG | 2,129 | $206 | 12/31/2023 |
| Boston Private Wealth LLC | 2,087 | $202 | 12/31/2023 |
| EFG | 2,087 | $202 | 12/31/2023 |
| Hoylecohen LLC | 2,069 | $200 | 12/31/2023 |
| EFG | 2,069 | $200 | 12/31/2023 |
| Goodwin Investment Advisory | 2,060 | $200 | 12/31/2023 |
| EFG | 2,060 | $200 | 12/31/2023 |
| Armstrong Advisory Group Inc. | 1,967 | $191 | 03/31/2024 |
| EFG | 1,967 | $191 | 03/31/2024 |
| Criterion Capital Advisors LLC | 1,830 | $190 | 03/31/2024 |
| EFG | 1,830 | $190 | 03/31/2024 |
| Pineridge Advisors LLC | 1,875 | $182 | 12/31/2023 |
| EFG | 1,875 | $182 | 12/31/2023 |
| Founders Financial Alliance LLC | 1,806 | $175 | 12/31/2023 |
| EFG | 1,806 | $175 | 12/31/2023 |
| ICA Group Wealth Management LLC | 1,791 | $173 | 12/31/2023 |
| EFG | 1,791 | $173 | 12/31/2023 |
| Glass Jacobson Investment Advisors llc | 1,732 | $168 | 12/31/2023 |
| EFG | 1,732 | $168 | 12/31/2023 |
| FSC Wealth Advisors LLC | 1,594 | $165 | 03/31/2024 |
| EFG | 1,594 | $165 | 03/31/2024 |
| Sage Mountain Advisors LLC | 1,706 | $165 | 12/31/2023 |
| EFG | 1,706 | $165 | 12/31/2023 |
| First Manhattan Co. | 1,609 | $156 | 12/31/2023 |
| EFG | 1,609 | $156 | 12/31/2023 |
| Clearstead Advisors LLC | 1,529 | $148 | 12/31/2023 |
| EFG | 1,529 | $148 | 12/31/2023 |
| Addison Advisors LLC | 1,503 | $146 | 12/31/2023 |
| EFG | 1,503 | $146 | 12/31/2023 |
| Matrix Private Capital Group LLC | 1,460 | $141 | 12/31/2023 |
| EFG | 1,460 | $141 | 12/31/2023 |
| Webster Bank N. A. | 1,295 | $134 | 03/31/2024 |
| EFG | 1,295 | $134 | 03/31/2024 |
| Hoey Investments Inc. | 1,370 | $133 | 12/31/2023 |
| EFG | 1,370 | $133 | 12/31/2023 |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,260 | $122 | 12/31/2023 |
| EFG | 1,260 | $122 | 12/31/2023 |
| Cape Investment Advisory Inc. | 1,239 | $120 | 12/31/2023 |
| EFG | 1,239 | $120 | 12/31/2023 |
| Balentine LLC | 1,220 | $118 | 12/31/2023 |
| EFG | 1,220 | $118 | 12/31/2023 |
| JFS Wealth Advisors LLC | 1,170 | $113 | 12/31/2023 |
| EFG | 1,170 | $113 | 12/31/2023 |
| Sunbelt Securities Inc. | 1,079 | $112 | 03/31/2024 |
| EFG | 1,079 | $112 | 03/31/2024 |
| Hazlett Burt & Watson Inc. | 1,152 | $112 | 12/31/2023 |
| EFG | 1,152 | $112 | 12/31/2023 |
| Moisand Fitzgerald Tamayo LLC | 1,060 | $110 | 03/31/2024 |
| EFG | 1,060 | $110 | 03/31/2024 |
| Bessemer Group Inc. | 1,100 | $107 | 12/31/2023 |
| EFG | 1,100 | $107 | 12/31/2023 |
| Logan Capital Management Inc. | 1,082 | $105 | 12/31/2023 |
| EFG | 1,082 | $105 | 12/31/2023 |
| Angeles Wealth Management LLC | 972 | $94 | 12/31/2023 |
| EFG | 972 | $94 | 12/31/2023 |
| Pinnacle Bank | 883 | $92 | 03/31/2024 |
| EFG | 883 | $92 | 03/31/2024 |
| Whittier Trust Co. | 900 | $87 | 12/31/2023 |
| EFG | 900 | $87 | 12/31/2023 |
| Adirondack Trust Co. | 768 | $80 | 03/31/2024 |
| EFG | 768 | $80 | 03/31/2024 |
| Impact Partnership Wealth LLC | 814 | $79 | 12/31/2023 |
| EFG | 814 | $79 | 12/31/2023 |
| Ballast Advisors LLC | 781 | $76 | 12/31/2023 |
| EFG | 781 | $76 | 12/31/2023 |
| Indiana Trust & Investment Management CO | 711 | $74 | 03/31/2024 |
| EFG | 711 | $74 | 03/31/2024 |
| Mascoma Wealth Management LLC | 769 | $74 | 12/31/2023 |
| EFG | 769 | $74 | 12/31/2023 |
| Tsfg LLC | 661 | $69 | 03/31/2024 |
| EFG | 661 | $69 | 03/31/2024 |
| Tucker Asset Management LLC | 708 | $69 | 12/31/2023 |
| EFG | 708 | $69 | 12/31/2023 |
| LM Advisors LLC | 700 | $68 | 12/31/2023 |
| EFG | 700 | $68 | 12/31/2023 |
| Cambridge Trust Co. | 658 | $64 | 12/31/2023 |
| EFG | 658 | $64 | 12/31/2023 |
| Richardson Capital Management LLC | 604 | $63 | 03/31/2024 |
| EFG | 604 | $63 | 03/31/2024 |
| Atlantic Private Wealth LLC | 639 | $62 | 12/31/2023 |
| EFG | 639 | $62 | 12/31/2023 |
| National Bank of Canada FI | 599 | $57 | 12/31/2023 |
| EFG | 599 | $57 | 12/31/2023 |
| Allspring Global Investments Holdings LLC | 530 | $55 | 03/31/2024 |
| EFG | 530 | $55 | 03/31/2024 |
| Frazier Financial Advisors LLC | 568 | $55 | 12/31/2023 |
| EFG | 568 | $55 | 12/31/2023 |
| HighMark Wealth Management LLC | 542 | $53 | 12/31/2023 |
| EFG | 542 | $53 | 12/31/2023 |
| Coston McIsaac & Partners | 480 | $49 | 03/31/2024 |
| EFG | 480 | $49 | 03/31/2024 |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 502 | $49 | 12/31/2023 |
| EFG | 502 | $49 | 12/31/2023 |
| Sandy Spring Bank | 495 | $48 | 12/31/2023 |
| EFG | 495 | $48 | 12/31/2023 |
| Rogco LP | 496 | $48 | 12/31/2023 |
| EFG | 496 | $48 | 12/31/2023 |
| Optimum Investment Advisors | 447 | $46 | 03/31/2024 |
| EFG | 447 | $46 | 03/31/2024 |
| Park Place Capital Corp | 437 | $45 | 03/31/2024 |
| EFG | 437 | $45 | 03/31/2024 |
| Bradley & Co. Private Wealth Management LLC | 422 | $41 | 12/31/2023 |
| EFG | 422 | $41 | 12/31/2023 |
| Harbor Investment Advisory LLC | 389 | $40 | 03/31/2024 |
| EFG | 389 | $40 | 03/31/2024 |
| JJJ Advisors Inc. | 382 | $40 | 03/31/2024 |
| EFG | 382 | $40 | 03/31/2024 |
| CVA Family Office LLC | 371 | $39 | 03/31/2024 |
| EFG | 371 | $39 | 03/31/2024 |
| Aptus Capital Advisors LLC | 399 | $39 | 12/31/2023 |
| EFG | 399 | $39 | 12/31/2023 |
| Gradient Investments LLC | 381 | $37 | 12/31/2023 |
| EFG | 381 | $37 | 12/31/2023 |
| Fortis Advisors LLC | 364 | $35 | 12/31/2023 |
| EFG | 364 | $35 | 12/31/2023 |
| Anchor Investment Management LLC | 353 | $34 | 12/31/2023 |
| EFG | 353 | $34 | 12/31/2023 |
| Atlantic Edge Private Wealth Management LLC | 345 | $33 | 12/31/2023 |
| EFG | 345 | $33 | 12/31/2023 |
| Colonial Trust Co SC | 332 | $32 | 12/31/2023 |
| EFG | 332 | $32 | 12/31/2023 |
| Institutional & Family Asset Management LLC | 321 | $31 | 12/31/2023 |
| EFG | 321 | $31 | 12/31/2023 |
| Baldwin Brothers Inc. MA | 290 | $30 | 03/31/2024 |
| EFG | 290 | $30 | 03/31/2024 |
| AlphaCore Capital LLC | 292 | $28 | 12/31/2023 |
| EFG | 292 | $28 | 12/31/2023 |
| Ruedi Wealth Management Inc. | 286 | $28 | 12/31/2023 |
| EFG | 286 | $28 | 12/31/2023 |
| Riverview Trust Co | 248 | $26 | 03/31/2024 |
| EFG | 248 | $26 | 03/31/2024 |
| Concord Wealth Partners | 270 | $26 | 12/31/2023 |
| EFG | 270 | $26 | 12/31/2023 |
| Phillips Financial Management LLC | 255 | $25 | 12/31/2023 |
| EFG | 255 | $25 | 12/31/2023 |
| Wetzel Investment Advisors Inc. | 260 | $25 | 12/31/2023 |
| EFG | 260 | $25 | 12/31/2023 |
| Ambassador Advisors LLC | 238 | $23 | 12/31/2023 |
| EFG | 238 | $23 | 12/31/2023 |
| Guardian Wealth Advisors LLC NC | 210 | $20 | 12/31/2023 |
| EFG | 210 | $20 | 12/31/2023 |
| Pin Oak Investment Advisors Inc. | 200 | $19 | 12/31/2023 |
| EFG | 200 | $19 | 12/31/2023 |
| Chilton Capital Management LLC | 186 | $18 | 12/31/2023 |
| EFG | 186 | $18 | 12/31/2023 |
| Asset Dedication LLC | 166 | $17 | 03/31/2024 |
| EFG | 166 | $17 | 03/31/2024 |
| EPG Wealth Management LLC | 162 | $16 | 12/31/2023 |
| EFG | 162 | $16 | 12/31/2023 |
| WealthCollab LLC | 164 | $16 | 12/31/2023 |
| EFG | 164 | $16 | 12/31/2023 |
| APCM Wealth Management for Individuals | 145 | $15 | 03/31/2024 |
| EFG | 145 | $15 | 03/31/2024 |
| Arlington Trust Co LLC | 145 | $15 | 03/31/2024 |
| EFG | 145 | $15 | 03/31/2024 |
| Salem Investment Counselors Inc. | 132 | $14 | 03/31/2024 |
| EFG | 132 | $14 | 03/31/2024 |
| Morris Financial Concepts Inc. | 125 | $13 | 03/31/2024 |
| EFG | 125 | $13 | 03/31/2024 |
| Howe & Rusling Inc. | 127 | $12 | 12/31/2023 |
| EFG | 127 | $12 | 12/31/2023 |
| PFG Private Wealth Management LLC | 123 | $12 | 12/31/2023 |
| EFG | 123 | $12 | 12/31/2023 |
| Rockbridge Investment Management LCC | 124 | $12 | 12/31/2023 |
| EFG | 124 | $12 | 12/31/2023 |
| Element Wealth LLC | 117 | $11 | 12/31/2023 |
| EFG | 117 | $11 | 12/31/2023 |
| Center for Financial Planning Inc. | 110 | $11 | 12/31/2023 |
| EFG | 110 | $11 | 12/31/2023 |
| SRS Capital Advisors Inc. | 101 | $10 | 12/31/2023 |
| EFG | 101 | $10 | 12/31/2023 |
| Tortoise Investment Management LLC | 100 | $10 | 12/31/2023 |
| EFG | 100 | $10 | 12/31/2023 |
| Nalls Sherbakoff Group LLC | 100 | $10 | 12/31/2023 |
| EFG | 100 | $10 | 12/31/2023 |
| Family Asset Management LLC | 100 | $10 | 12/31/2023 |
| EFG | 100 | $10 | 12/31/2023 |
| Resources Management Corp CT ADV | 97 | $9 | 12/31/2023 |
| EFG | 97 | $9 | 12/31/2023 |
| CoreFirst Bank & Trust | 89 | $9 | 12/31/2023 |
| EFG | 89 | $9 | 12/31/2023 |
| DHJJ Financial Advisors Ltd. | 79 | $8 | 03/31/2024 |
| EFG | 79 | $8 | 03/31/2024 |
| SJS Investment Consulting Inc. | 73 | $8 | 03/31/2024 |
| EFG | 73 | $8 | 03/31/2024 |
| Tanaka Capital Management Inc. | 81 | $8 | 12/31/2023 |
| EFG | 81 | $8 | 12/31/2023 |
| Signaturefd LLC | 84 | $8 | 12/31/2023 |
| EFG | 84 | $8 | 12/31/2023 |
| Foster Dykema Cabot & Partners LLC | 84 | $8 | 12/31/2023 |
| EFG | 84 | $8 | 12/31/2023 |
| Northwest Capital Management Inc | 63 | $7 | 03/31/2024 |
| EFG | 63 | $7 | 03/31/2024 |
| Bartlett & Co. LLC | 72 | $7 | 12/31/2023 |
| EFG | 72 | $7 | 12/31/2023 |
| Castleview Partners LLC | 70 | $7 | 12/31/2023 |
| EFG | 70 | $7 | 12/31/2023 |
| Bartlett & CO. Wealth Management LLC | 72 | $7 | 12/31/2023 |
| EFG | 72 | $7 | 12/31/2023 |
| Townsend Asset Management Corp NC ADV | 63 | $6 | 12/31/2023 |
| EFG | 63 | $6 | 12/31/2023 |
| Blue Bell Private Wealth Management LLC | 61 | $6 | 12/31/2023 |
| EFG | 61 | $6 | 12/31/2023 |
| Retirement Group LLC | 58 | $6 | 12/31/2023 |
| EFG | 58 | $6 | 12/31/2023 |
| Beacon Capital Management LLC | 47 | $5 | 12/31/2023 |
| EFG | 47 | $5 | 12/31/2023 |
| Vima LLC | 56 | $5 | 12/31/2023 |
| EFG | 56 | $5 | 12/31/2023 |
| Caldwell Sutter Capital Inc. | 35 | $4 | 03/31/2024 |
| EFG | 35 | $4 | 03/31/2024 |
| Versant Capital Management Inc | 43 | $4 | 03/31/2024 |
| EFG | 43 | $4 | 03/31/2024 |
| OLD Second National Bank of Aurora | 41 | $4 | 12/31/2023 |
| EFG | 41 | $4 | 12/31/2023 |
| Headlands Technologies LLC | 45 | $4 | 12/31/2023 |
| EFG | 45 | $4 | 12/31/2023 |
| Capital Investment Advisory Services LLC | 46 | $4 | 12/31/2023 |
| EFG | 46 | $4 | 12/31/2023 |
| New Millennium Group LLC | 37 | $4 | 12/31/2023 |
| EFG | 37 | $4 | 12/31/2023 |
| Evermay Wealth Management LLC | 27 | $3 | 12/31/2023 |
| EFG | 27 | $3 | 12/31/2023 |
| Hanson & Doremus Investment Management | 29 | $3 | 12/31/2023 |
| EFG | 29 | $3 | 12/31/2023 |
| Tower Research Capital LLC TRC | 34 | $3 | 12/31/2023 |
| EFG | 34 | $3 | 12/31/2023 |
| Sittner & Nelson LLC | 30 | $3 | 12/31/2023 |
| EFG | 30 | $3 | 12/31/2023 |
| Householder Group Estate & Retirement Specialist LLC | 26 | $3 | 12/31/2023 |
| EFG | 26 | $3 | 12/31/2023 |
| Cherry Tree Wealth Management LLC | 31 | $3 | 12/31/2023 |
| EFG | 31 | $3 | 12/31/2023 |
| Tennessee Valley Asset Management Partners | 24 | $2 | 12/31/2023 |
| EFG | 24 | $2 | 12/31/2023 |
 Cutler Group LP | $1 | 03/31/2024 | |
| Call | 100 | $1 | 03/31/2024 |
| Global Trust Asset Management LLC | 6 | $1 | 03/31/2024 |
| EFG | 6 | $1 | 03/31/2024 |
| Burkett Financial Services LLC | 9 | $1 | 03/31/2024 |
| EFG | 9 | $1 | 03/31/2024 |
| Transamerica Financial Advisors Inc. | 1 | $1 | 12/31/2023 |
| EFG | 1 | $1 | 12/31/2023 |
| Focused Wealth Management Inc | 13 | $1 | 12/31/2023 |
| EFG | 13 | $1 | 12/31/2023 |
| Sanctuary Wealth Management L.L.C. | 6 | $1 | 12/31/2023 |
| EFG | 6 | $1 | 12/31/2023 |
| Front Row Advisors LLC | 11 | $1 | 12/31/2023 |
| EFG | 11 | $1 | 12/31/2023 |
| GPS Wealth Strategies Group LLC | 7 | $1 | 12/31/2023 |
| EFG | 7 | $1 | 12/31/2023 |
| Newbridge Financial Services Group Inc. | 11 | $1 | 12/31/2023 |
| EFG | 11 | $1 | 12/31/2023 |
| VitalStone Financial LLC | 6 | $1 | 12/31/2023 |
| EFG | 6 | $1 | 12/31/2023 |
| Caitlin John LLC | 14 | $1 | 12/31/2023 |
| EFG | 14 | $1 | 12/31/2023 |
| GAMMA Investing LLC | 4 | $0 | 03/31/2024 |
| EFG | 4 | $0 | 03/31/2024 |
| Centerpoint Advisors LLC | 4 | $0 | 12/31/2023 |
| EFG | 4 | $0 | 12/31/2023 |
| Creekmur Asset Management LLC | 1 | $0 | 12/31/2023 |
| EFG | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of EFG
See Details: Top 10 Hedge Funds Holding EFG
Also See: EFG Holdings Changes
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