On this page, we present all of the funds holding IEFA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IEFA, with a link to that fund's top holdings. The next columns indicate the amount of IEFA stock held by each of the funds holding IEFA, followed by the IEFA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1714 funds holding IEFA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding IEFA), click the fund name in the "Holder" column of the funds-holding-IEFA table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 169,236,422 | $11,905,782 | 12/31/2023 |
IEFA | 169,236,422 | $11,905,782 | 12/31/2023 |
Morgan Stanley | 87,710,837 | $6,170,458 | 12/31/2023 |
IEFA | 87,710,837 | $6,170,458 | 12/31/2023 |
Jones Financial Companies Lllp | 76,887,097 | $5,409,007 | 12/31/2023 |
IEFA | 76,887,097 | $5,409,007 | 12/31/2023 |
TIAA Trust National Association | 58,350,633 | $4,104,967 | 12/31/2023 |
IEFA | 58,350,633 | $4,104,967 | 12/31/2023 |
Wells Fargo & Company MN | 56,399,935 | $3,967,735 | 12/31/2023 |
IEFA | 56,399,935 | $3,967,735 | 12/31/2023 |
Goldman Sachs Group Inc. | 38,546,896 | $2,711,774 | 12/31/2023 |
IEFA | 38,546,896 | $2,711,774 | 12/31/2023 |
BlackRock Inc. | 37,296,977 | $2,623,842 | 12/31/2023 |
IEFA | 37,296,977 | $2,623,842 | 12/31/2023 |
Envestnet Asset Management Inc. | 34,921,515 | $2,456,729 | 12/31/2023 |
IEFA | 34,921,515 | $2,456,729 | 12/31/2023 |
LPL Financial LLC | 34,496,671 | $2,426,841 | 12/31/2023 |
IEFA | 34,496,671 | $2,426,841 | 12/31/2023 |
Raymond James & Associates | 29,384,292 | $2,180,902 | 03/31/2024 |
IEFA | 29,384,292 | $2,180,902 | 03/31/2024 |
US Bancorp DE | 30,507,082 | $2,146,182 | 12/31/2023 |
IEFA | 30,507,082 | $2,146,182 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 27,083,641 | $1,905,334 | 12/31/2023 |
IEFA | 27,083,641 | $1,905,334 | 12/31/2023 |
Bank of New York Mellon Corp | 23,834,657 | $1,769,008 | 03/31/2024 |
IEFA | 23,834,657 | $1,769,008 | 03/31/2024 |
UBS Group AG | 23,724,012 | $1,668,984 | 12/31/2023 |
IEFA | 23,724,012 | $1,668,984 | 12/31/2023 |
FMR LLC | 17,383,899 | $1,222,957 | 12/31/2023 |
IEFA | 17,383,899 | $1,222,957 | 12/31/2023 |
JPMorgan Chase & Co. | 17,361,300 | $1,221,368 | 12/31/2023 |
IEFA | 17,361,300 | $1,221,368 | 12/31/2023 |
M&T Bank Corp | 15,603,168 | $1,097,682 | 12/31/2023 |
IEFA | 15,603,168 | $1,097,682 | 12/31/2023 |
The PNC Financial Services Group Inc. | 15,056,787 | $1,059,245 | 12/31/2023 |
IEFA | 15,056,787 | $1,059,245 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 12,366,857 | $870,008 | 12/31/2023 |
IEFA | 12,366,857 | $870,008 | 12/31/2023 |
Betterment LLC | 12,049,132 | $847,656 | 12/31/2023 |
IEFA | 12,049,132 | $847,656 | 12/31/2023 |
Stifel Financial Corp | 9,639,114 | $678,112 | 12/31/2023 |
IEFA | 9,639,114 | $678,112 | 12/31/2023 |
State of New Jersey Common Pension Fund D | 9,500,471 | $668,358 | 12/31/2023 |
IEFA | 9,500,471 | $668,358 | 12/31/2023 |
Ameriprise Financial Inc. | 8,987,323 | $633,432 | 12/31/2023 |
IEFA | 8,987,323 | $633,432 | 12/31/2023 |
Truist Financial Corp | 7,713,863 | $542,670 | 12/31/2023 |
IEFA | 7,713,863 | $542,670 | 12/31/2023 |
Cerity Partners LLC | 7,510,233 | $528,345 | 12/31/2023 |
IEFA | 7,510,233 | $528,345 | 12/31/2023 |
Royal Bank of Canada | 7,375,763 | $518,886 | 12/31/2023 |
IEFA | 7,375,763 | $518,886 | 12/31/2023 |
Mariner LLC | 7,351,991 | $517,213 | 12/31/2023 |
IEFA | 7,351,991 | $517,213 | 12/31/2023 |
Assetmark Inc. | 7,347,610 | $516,904 | 12/31/2023 |
IEFA | 7,347,610 | $516,904 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 6,519,657 | $483,889 | 03/31/2024 |
IEFA | 6,519,657 | $483,889 | 03/31/2024 |
HighTower Advisors LLC | 6,598,766 | $464,172 | 12/31/2023 |
IEFA | 6,598,766 | $464,172 | 12/31/2023 |
Alliancebernstein L.P. | 6,486,898 | $456,353 | 12/31/2023 |
IEFA | 6,486,898 | $456,353 | 12/31/2023 |
First Citizens Bank & Trust Co. | 5,815,086 | $431,596 | 03/31/2024 |
IEFA | 5,815,086 | $431,596 | 03/31/2024 |
Keybank National Association OH | 5,941,894 | $418,013 | 12/31/2023 |
IEFA | 5,941,894 | $418,013 | 12/31/2023 |
Ballentine Partners LLC | 5,571,630 | $413,526 | 03/31/2024 |
IEFA | 5,571,630 | $413,526 | 03/31/2024 |
Bank of Montreal Can | 5,706,511 | $402,651 | 12/31/2023 |
IEFA | 5,706,511 | $402,651 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 5,499,206 | $386,869 | 12/31/2023 |
IEFA | 5,499,206 | $386,869 | 12/31/2023 |
Franklin Resources Inc. | 5,387,028 | $378,977 | 12/31/2023 |
IEFA | 5,387,028 | $378,977 | 12/31/2023 |
Baird Financial Group Inc. | 5,194,697 | $365,447 | 12/31/2023 |
IEFA | 5,194,697 | $365,447 | 12/31/2023 |
United Capital Financial Advisers LLC | 4,603,168 | $323,833 | 12/31/2023 |
IEFA | 4,603,168 | $323,833 | 12/31/2023 |
Advisor Group Holdings Inc. | 4,545,757 | $319,865 | 12/31/2023 |
IEFA | 4,545,757 | $319,865 | 12/31/2023 |
Sei Investments Co. | 4,516,205 | $317,715 | 12/31/2023 |
IEFA | 4,516,205 | $317,715 | 12/31/2023 |
Cresset Asset Management LLC | 4,491,870 | $316,003 | 12/31/2023 |
IEFA | 4,491,870 | $316,003 | 12/31/2023 |
Allspring Global Investments Holdings LLC | 4,184,357 | $310,563 | 03/31/2024 |
IEFA | 4,184,357 | $310,563 | 03/31/2024 |
Northwestern Mutual Investment Management Company LLC | 4,293,138 | $302,022 | 12/31/2023 |
IEFA | 4,293,138 | $302,022 | 12/31/2023 |
Cornerstone Partners Capital Management LLC | 4,226,981 | $297,368 | 12/31/2023 |
IEFA | 4,226,981 | $297,368 | 12/31/2023 |
Alesco Advisors LLC | 4,223,998 | $297,158 | 12/31/2023 |
IEFA | 4,223,998 | $297,158 | 12/31/2023 |
Grimes & Company Inc. | 3,784,885 | $280,914 | 03/31/2024 |
IEFA | 3,784,885 | $280,914 | 03/31/2024 |
Avantax Advisory Services Inc. | 3,755,834 | $264,223 | 12/31/2023 |
IEFA | 3,755,834 | $264,223 | 12/31/2023 |
Nuveen Asset Management LLC | 3,711,085 | $261,075 | 12/31/2023 |
IEFA | 3,711,085 | $261,075 | 12/31/2023 |
MEMBERS Trust Co | 3,501,191 | $259,858 | 03/31/2024 |
IEFA | 3,501,191 | $259,858 | 03/31/2024 |
Hirtle Callaghan & Co LLC | 3,666,536 | $257,941 | 12/31/2023 |
IEFA | 3,666,536 | $257,941 | 12/31/2023 |
Northern Trust Corp | 3,539,585 | $249,010 | 12/31/2023 |
IEFA | 3,539,585 | $249,010 | 12/31/2023 |
Putnam FL Investment Management Co. | 3,472,974 | $244,324 | 12/31/2023 |
IEFA | 3,472,974 | $244,324 | 12/31/2023 |
Fiduciary Trust Co. | 3,470,744 | $244,167 | 12/31/2023 |
IEFA | 3,470,744 | $244,167 | 12/31/2023 |
Bell Bank | 3,143,109 | $233,282 | 03/31/2024 |
IEFA | 3,143,109 | $233,282 | 03/31/2024 |
Creative Planning | 3,202,082 | $225,266 | 12/31/2023 |
IEFA | 3,202,082 | $225,266 | 12/31/2023 |
Alaska Permanent Fund Corp | 3,008,014 | $223,255 | 03/31/2024 |
IEFA | 3,008,014 | $223,255 | 03/31/2024 |
Mission Wealth Management LP | 2,920,098 | $205,429 | 12/31/2023 |
IEFA | 2,920,098 | $205,429 | 12/31/2023 |
Wellington Management Group LLP | 2,872,117 | $202,053 | 12/31/2023 |
IEFA | 2,872,117 | $202,053 | 12/31/2023 |
Commonwealth Equity Services LLC | 2,851,877 | $200,630 | 12/31/2023 |
IEFA | 2,851,877 | $200,630 | 12/31/2023 |
Signaturefd LLC | 2,834,110 | $199,380 | 12/31/2023 |
IEFA | 2,834,110 | $199,380 | 12/31/2023 |
Fifth Third Bancorp | 2,669,645 | $198,141 | 03/31/2024 |
IEFA | 2,669,645 | $198,141 | 03/31/2024 |
Pure Financial Advisors Inc. | 2,630,546 | $195,239 | 03/31/2024 |
IEFA | 2,630,546 | $195,239 | 03/31/2024 |
Haverford Trust Co. | 2,676,257 | $188,275 | 12/31/2023 |
IEFA | 2,676,257 | $188,275 | 12/31/2023 |
Natixis Advisors L.P. | 2,522,859 | $187,247 | 03/31/2024 |
IEFA | 2,522,859 | $187,247 | 03/31/2024 |
Greenleaf Trust | 2,645,262 | $186,094 | 12/31/2023 |
IEFA | 2,645,262 | $186,094 | 12/31/2023 |
First Command Advisory Services Inc. | 2,618,950 | $184,243 | 12/31/2023 |
IEFA | 2,618,950 | $184,243 | 12/31/2023 |
Quotient Wealth Partners LLC | 2,554,628 | $179,718 | 12/31/2023 |
IEFA | 2,554,628 | $179,718 | 12/31/2023 |
First Hawaiian Bank | 2,395,718 | $177,810 | 03/31/2024 |
IEFA | 2,395,718 | $177,810 | 03/31/2024 |
Passaic Partners LLC | 2,494,020 | $175,454 | 12/31/2023 |
IEFA | 2,494,020 | $175,454 | 12/31/2023 |
Credit Suisse AG | 2,474,000 | $174,046 | 12/31/2023 |
IEFA | 2,474,000 | $174,046 | 12/31/2023 |
MML Investors Services LLC | 2,454,380 | $172,666 | 12/31/2023 |
IEFA | 2,454,380 | $172,666 | 12/31/2023 |
Modera Wealth Management LLC | 2,453,008 | $172,569 | 12/31/2023 |
IEFA | 2,453,008 | $172,569 | 12/31/2023 |
RiverFront Investment Group LLC | 2,407,979 | $169,401 | 12/31/2023 |
IEFA | 2,407,979 | $169,401 | 12/31/2023 |
Brown Brothers Harriman & Co. | 2,218,812 | $156,093 | 12/31/2023 |
IEFA | 2,218,812 | $156,093 | 12/31/2023 |
Cliftonlarsonallen Wealth Advisors LLC | 2,213,435 | $155,715 | 12/31/2023 |
IEFA | 2,213,435 | $155,715 | 12/31/2023 |
National Bank of Canada FI | 2,230,388 | $155,163 | 12/31/2023 |
IEFA | 2,230,388 | $155,163 | 12/31/2023 |
CKW Financial Group | 2,056,465 | $151,952 | 03/31/2024 |
IEFA | 2,056,465 | $151,952 | 03/31/2024 |
The Manufacturers Life Insurance Company | 2,110,768 | $148,493 | 12/31/2023 |
IEFA | 2,110,768 | $148,493 | 12/31/2023 |
Citizens Financial Group Inc RI | 2,103,701 | $147,995 | 12/31/2023 |
IEFA | 2,103,701 | $147,995 | 12/31/2023 |
Matson Money. Inc. | 2,098,506 | $147,630 | 12/31/2023 |
IEFA | 2,098,506 | $147,630 | 12/31/2023 |
Macquarie Group Ltd. | 1,903,410 | $133,905 | 12/31/2023 |
IEFA | 1,903,410 | $133,905 | 12/31/2023 |
Midland Wealth Advisors LLC | 1,881,903 | $132,392 | 12/31/2023 |
IEFA | 1,881,903 | $132,392 | 12/31/2023 |
Truepoint Inc. | 1,847,750 | $129,989 | 12/31/2023 |
IEFA | 1,847,750 | $129,989 | 12/31/2023 |
Alaska Permanent Capital Management | 1,709,695 | $126,585 | 03/31/2024 |
IEFA | 1,709,695 | $126,585 | 03/31/2024 |
Halbert Hargrove Global Advisors LLC | 1,622,531 | $120,424 | 03/31/2024 |
IEFA | 1,622,531 | $120,424 | 03/31/2024 |
Rockefeller Capital Management L.P. | 1,679,909 | $118,182 | 12/31/2023 |
IEFA | 1,679,909 | $118,182 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 1,677,728 | $118,028 | 12/31/2023 |
IEFA | 1,677,728 | $118,028 | 12/31/2023 |
Cetera Advisor Networks LLC | 1,649,903 | $116,071 | 12/31/2023 |
IEFA | 1,649,903 | $116,071 | 12/31/2023 |
Heritage Wealth Advisors | 1,647,831 | $115,925 | 12/31/2023 |
IEFA | 1,647,831 | $115,925 | 12/31/2023 |
First Business Financial Services Inc. | 1,638,650 | $115,279 | 12/31/2023 |
IEFA | 1,638,650 | $115,279 | 12/31/2023 |
STA Wealth Management LLC | 1,550,005 | $109,043 | 12/31/2023 |
IEFA | 1,550,005 | $109,043 | 12/31/2023 |
Janney Montgomery Scott LLC | 1,538,213 | $108,213 | 12/31/2023 |
IEFA | 1,538,213 | $108,213 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 1,530,234 | $107,652 | 12/31/2023 |
IEFA | 1,530,234 | $107,652 | 12/31/2023 |
Captrust Financial Advisors | 1,526,192 | $107,368 | 12/31/2023 |
IEFA | 1,526,192 | $107,368 | 12/31/2023 |
Capital Analysts LLC | 1,514,991 | $106,579 | 12/31/2023 |
IEFA | 1,514,991 | $106,579 | 12/31/2023 |
Connecticut Wealth Management LLC | 1,454,985 | $102,358 | 12/31/2023 |
IEFA | 1,454,985 | $102,358 | 12/31/2023 |
Global Strategic Investment Solutions LLC | 1,441,358 | $101,400 | 12/31/2023 |
IEFA | 1,441,358 | $101,400 | 12/31/2023 |
Comerica Bank | 1,439,149 | $101,244 | 12/31/2023 |
IEFA | 1,439,149 | $101,244 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 1,358,624 | $100,837 | 03/31/2024 |
IEFA | 1,358,624 | $100,837 | 03/31/2024 |
Merit Financial Group LLC | 1,422,255 | $100,056 | 12/31/2023 |
IEFA | 1,422,255 | $100,056 | 12/31/2023 |
CI Private Wealth LLC | 1,406,161 | $98,923 | 12/31/2023 |
IEFA | 1,406,161 | $98,923 | 12/31/2023 |
UMB Bank N A MO | 1,401,584 | $98,601 | 12/31/2023 |
IEFA | 1,401,584 | $98,601 | 12/31/2023 |
Retirement Investment Advisors Inc. | 1,392,754 | $97,980 | 12/31/2023 |
IEFA | 1,392,754 | $97,980 | 12/31/2023 |
SigFig Wealth Management LLC | 1,367,961 | $96,100 | 12/31/2023 |
IEFA | 1,367,961 | $96,100 | 12/31/2023 |
Equitable Holdings Inc. | 1,342,148 | $94,420 | 12/31/2023 |
IEFA | 1,342,148 | $94,420 | 12/31/2023 |
Neuberger Berman Group LLC | 1,323,912 | $93,137 | 12/31/2023 |
IEFA | 1,323,912 | $93,137 | 12/31/2023 |
First Financial Bank Trust Division | 1,249,001 | $92,701 | 03/31/2024 |
IEFA | 1,249,001 | $92,701 | 03/31/2024 |
Nottingham Advisors Inc. | 1,279,321 | $90,000 | 12/31/2023 |
IEFA | 1,279,321 | $90,000 | 12/31/2023 |
MAI Capital Management | 1,268,160 | $89,215 | 12/31/2023 |
IEFA | 1,268,160 | $89,215 | 12/31/2023 |
Vicus Capital | 1,156,467 | $85,833 | 03/31/2024 |
IEFA | 1,156,467 | $85,833 | 03/31/2024 |
Hsbc Holdings PLC | 1,212,117 | $85,272 | 12/31/2023 |
IEFA | 1,212,117 | $85,272 | 12/31/2023 |
Regions Financial Corp | 1,130,828 | $83,930 | 03/31/2024 |
IEFA | 1,130,828 | $83,930 | 03/31/2024 |
Horizon Investments LLC | 1,187,981 | $83,574 | 12/31/2023 |
IEFA | 1,187,981 | $83,574 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 1,118,535 | $83,018 | 03/31/2024 |
IEFA | 1,118,535 | $83,018 | 03/31/2024 |
Fragasso Group Inc. | 1,117,422 | $82,935 | 03/31/2024 |
IEFA | 1,117,422 | $82,935 | 03/31/2024 |
Cetera Investment Advisers | 1,168,466 | $82,202 | 12/31/2023 |
IEFA | 1,168,466 | $82,202 | 12/31/2023 |
Wealthquest Corp | 1,161,122 | $81,685 | 12/31/2023 |
IEFA | 1,161,122 | $81,685 | 12/31/2023 |
Ritholtz Wealth Management | 1,095,474 | $81,306 | 03/31/2024 |
IEFA | 1,095,474 | $81,306 | 03/31/2024 |
Prudential Financial Inc. | 1,146,105 | $80,628 | 12/31/2023 |
IEFA | 1,146,105 | $80,628 | 12/31/2023 |
RKL Wealth Management LLC | 1,104,952 | $77,733 | 12/31/2023 |
IEFA | 1,104,952 | $77,733 | 12/31/2023 |
Bartlett & Co. LLC | 1,104,545 | $77,683 | 12/31/2023 |
IEFA | 1,104,545 | $77,683 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 1,104,545 | $77,683 | 12/31/2023 |
IEFA | 1,104,545 | $77,683 | 12/31/2023 |
Principal Securities Inc. | 1,101,353 | $77,480 | 12/31/2023 |
IEFA | 1,101,353 | $77,480 | 12/31/2023 |
Gratus Capital LLC | 1,090,408 | $76,710 | 12/31/2023 |
IEFA | 1,090,408 | $76,710 | 12/31/2023 |
Center for Financial Planning Inc. | 1,011,096 | $75,044 | 03/31/2024 |
IEFA | 1,011,096 | $75,044 | 03/31/2024 |
Johnson Financial Group Inc. | 1,040,914 | $73,228 | 12/31/2023 |
IEFA | 1,040,914 | $73,228 | 12/31/2023 |
Janney Capital Management LLC | 1,033,917 | $72,736 | 12/31/2023 |
IEFA | 1,033,917 | $72,736 | 12/31/2023 |
Full Sail Capital LLC | 1,028,700 | $72,369 | 12/31/2023 |
IEFA | 1,028,700 | $72,369 | 12/31/2023 |
Venturi Wealth Management LLC | 960,534 | $71,291 | 03/31/2024 |
IEFA | 960,534 | $71,291 | 03/31/2024 |
Lockheed Martin Investment Management Co. | 1,013,100 | $71,272 | 12/31/2023 |
IEFA | 1,013,100 | $71,272 | 12/31/2023 |
Aaron Wealth Advisors | 941,367 | $69,868 | 03/31/2024 |
IEFA | 941,367 | $69,868 | 03/31/2024 |
Jabodon PT Co. | 884,020 | $65,611 | 03/31/2024 |
IEFA | 884,020 | $65,611 | 03/31/2024 |
Financiere des Professionnels Fonds d investissement inc. | 876,853 | $65,080 | 03/31/2024 |
IEFA | 876,853 | $65,080 | 03/31/2024 |
Rehmann Capital Advisory Group | 924,129 | $65,013 | 12/31/2023 |
IEFA | 924,129 | $65,013 | 12/31/2023 |
Edge Capital Group LLC | 916,969 | $64,509 | 12/31/2023 |
IEFA | 916,969 | $64,509 | 12/31/2023 |
Mackenzie Financial Corp | 914,433 | $64,330 | 12/31/2023 |
IEFA | 914,433 | $64,330 | 12/31/2023 |
Sontag Advisory LLC | 913,672 | $64,277 | 12/31/2023 |
IEFA | 913,672 | $64,277 | 12/31/2023 |
Mason Street Advisors LLC | 884,400 | $62,218 | 12/31/2023 |
IEFA | 884,400 | $62,218 | 12/31/2023 |
SPC Financial Inc. | 867,670 | $61,041 | 12/31/2023 |
IEFA | 867,670 | $61,041 | 12/31/2023 |
Acadian Asset Management LLC | 859,113 | $60,430 | 12/31/2023 |
IEFA | 859,113 | $60,430 | 12/31/2023 |
RSM US Wealth Management LLC | 857,181 | $60,303 | 12/31/2023 |
IEFA | 857,181 | $60,303 | 12/31/2023 |
Texas Capital Bank Wealth Management Services Inc. | 844,165 | $59,387 | 12/31/2023 |
IEFA | 844,165 | $59,387 | 12/31/2023 |
Bailard Inc. | 835,210 | $58,757 | 12/31/2023 |
IEFA | 835,210 | $58,757 | 12/31/2023 |
Cabot Wellington LLC | 815,171 | $57,347 | 12/31/2023 |
IEFA | 815,171 | $57,347 | 12/31/2023 |
Diversified Trust Co | 769,094 | $57,082 | 03/31/2024 |
IEFA | 769,094 | $57,082 | 03/31/2024 |
Southern Farm Bureau Life Insurance | 764,811 | $56,626 | 03/31/2024 |
IEFA | 764,811 | $56,626 | 03/31/2024 |
Thrivent Financial for Lutherans | 790,251 | $55,594 | 12/31/2023 |
IEFA | 790,251 | $55,594 | 12/31/2023 |
GWM Advisors LLC | 797,419 | $55,296 | 12/31/2023 |
IEFA | 797,419 | $55,296 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 784,303 | $55,176 | 12/31/2023 |
IEFA | 784,303 | $55,176 | 12/31/2023 |
Monashee Investment Management LLC | 782,380 | $55,040 | 12/31/2023 |
IEFA | 782,380 | $55,040 | 12/31/2023 |
McKinley Carter Wealth Services Inc. | 776,623 | $54,635 | 12/31/2023 |
IEFA | 776,623 | $54,635 | 12/31/2023 |
First National Trust Co | 776,254 | $54,609 | 12/31/2023 |
IEFA | 776,254 | $54,609 | 12/31/2023 |
Intrust Bank NA | 771,740 | $54,292 | 12/31/2023 |
IEFA | 771,740 | $54,292 | 12/31/2023 |
Regis Acquisition Inc. | 764,793 | $53,803 | 12/31/2023 |
IEFA | 764,793 | $53,803 | 12/31/2023 |
Bangor Savings Bank | 723,386 | $53,690 | 03/31/2024 |
IEFA | 723,386 | $53,690 | 03/31/2024 |
Adventist Health System West | 760,220 | $53,481 | 12/31/2023 |
IEFA | 760,220 | $53,481 | 12/31/2023 |
Orgel Wealth Management LLC | 711,381 | $52,799 | 03/31/2024 |
IEFA | 711,381 | $52,799 | 03/31/2024 |
Baystate Wealth Management LLC | 748,212 | $52,637 | 12/31/2023 |
IEFA | 748,212 | $52,637 | 12/31/2023 |
Archetype Wealth Partners LLC | 746,743 | $52,533 | 12/31/2023 |
IEFA | 746,743 | $52,533 | 12/31/2023 |
Parallel Advisors LLC | 721,923 | $50,787 | 12/31/2023 |
IEFA | 721,923 | $50,787 | 12/31/2023 |
Riversedge Advisors LLC | 709,748 | $49,931 | 12/31/2023 |
IEFA | 709,748 | $49,931 | 12/31/2023 |
Pathstone Holdings LLC | 704,222 | $49,539 | 12/31/2023 |
IEFA | 704,222 | $49,539 | 12/31/2023 |
Sierra Capital LLC | $49,515 | 12/31/2023 | |
ETF | 896,436 | $49,515 | 12/31/2023 |
Twin Focus Capital Partners LLC | 702,682 | $49,434 | 12/31/2023 |
IEFA | 702,682 | $49,434 | 12/31/2023 |
Empower Advisory Group LLC | 688,554 | $48,440 | 12/31/2023 |
IEFA | 688,554 | $48,440 | 12/31/2023 |
Compton Financial Group LLC | 650,996 | $48,317 | 03/31/2024 |
IEFA | 650,996 | $48,317 | 03/31/2024 |
Conservest Capital Advisors Inc. | 684,058 | $48,123 | 12/31/2023 |
IEFA | 684,058 | $48,123 | 12/31/2023 |
Callan Family Office LLC | 682,412 | $48,008 | 12/31/2023 |
IEFA | 682,412 | $48,008 | 12/31/2023 |
Integrated Wealth Concepts LLC | 681,481 | $47,942 | 12/31/2023 |
IEFA | 681,481 | $47,942 | 12/31/2023 |
Resources Investment Advisors LLC. | 681,263 | $47,927 | 12/31/2023 |
IEFA | 681,263 | $47,927 | 12/31/2023 |
1832 Asset Management L.P. | 678,291 | $47,718 | 12/31/2023 |
IEFA | 678,291 | $47,718 | 12/31/2023 |
First Foundation Advisors | 674,260 | $47,434 | 12/31/2023 |
IEFA | 674,260 | $47,434 | 12/31/2023 |
Roth Financial Partners LLC | 638,494 | $47,389 | 03/31/2024 |
IEFA | 638,494 | $47,389 | 03/31/2024 |
Wedmont Private Capital | 640,200 | $47,260 | 03/31/2024 |
IEFA | 640,200 | $47,260 | 03/31/2024 |
Dan L Duncan Foundation | 659,233 | $46,377 | 12/31/2023 |
IEFA | 659,233 | $46,377 | 12/31/2023 |
Facet Wealth Inc. | 660,960 | $46,267 | 12/31/2023 |
IEFA | 660,960 | $46,267 | 12/31/2023 |
Shepherd Financial Partners LLC | 620,560 | $46,058 | 03/31/2024 |
IEFA | 620,560 | $46,058 | 03/31/2024 |
Graves Light Private Wealth Management Inc. | 652,628 | $45,912 | 12/31/2023 |
IEFA | 652,628 | $45,912 | 12/31/2023 |
Ironwood Wealth Management LLC. | 617,408 | $45,824 | 03/31/2024 |
IEFA | 617,408 | $45,824 | 03/31/2024 |
Aurum Wealth Management Group LLC | 616,410 | $45,750 | 03/31/2024 |
IEFA | 616,410 | $45,750 | 03/31/2024 |
First Citizens Asset Management Inc. | 646,567 | $45,608 | 12/31/2023 |
IEFA | 646,567 | $45,608 | 12/31/2023 |
BOK Financial Private Wealth Inc. | 635,147 | $44,683 | 12/31/2023 |
IEFA | 635,147 | $44,683 | 12/31/2023 |
Institutional & Family Asset Management LLC | 634,268 | $44,621 | 12/31/2023 |
IEFA | 634,268 | $44,621 | 12/31/2023 |
Brickley Wealth Management | 593,997 | $44,086 | 03/31/2024 |
IEFA | 593,997 | $44,086 | 03/31/2024 |
Wilshire Associates Inc | 626,311 | $44,061 | 12/31/2023 |
IEFA | 626,311 | $44,061 | 12/31/2023 |
True Link Financial Advisors LLC | 591,957 | $43,935 | 03/31/2024 |
IEFA | 591,957 | $43,935 | 03/31/2024 |
Wilbanks Smith & Thomas Asset Management LLC | 598,131 | $42,079 | 12/31/2023 |
IEFA | 598,131 | $42,079 | 12/31/2023 |
Northwest Quadrant Wealth Management LLC | 561,192 | $41,652 | 03/31/2024 |
IEFA | 561,192 | $41,652 | 03/31/2024 |
Cape Cod Five Cents Savings Bank | 590,512 | $41,543 | 12/31/2023 |
IEFA | 590,512 | $41,543 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 590,220 | $41,522 | 12/31/2023 |
IEFA | 590,220 | $41,522 | 12/31/2023 |
Olympus Wealth Management LLC | 558,119 | $41,424 | 03/31/2024 |
IEFA | 558,119 | $41,424 | 03/31/2024 |
Ledyard National Bank | 585,389 | $41,182 | 12/31/2023 |
IEFA | 585,389 | $41,182 | 12/31/2023 |
AE Wealth Management LLC | 583,873 | $40,836 | 12/31/2023 |
IEFA | 583,873 | $40,836 | 12/31/2023 |
Disciplina Capital Management LLC | 580,339 | $40,827 | 12/31/2023 |
IEFA | 580,339 | $40,827 | 12/31/2023 |
Community Bank N.A. | 576,374 | $40,548 | 12/31/2023 |
IEFA | 576,374 | $40,548 | 12/31/2023 |
APCM Wealth Management for Individuals | 545,086 | $40,456 | 03/31/2024 |
IEFA | 545,086 | $40,456 | 03/31/2024 |
Orion Portfolio Solutions LLC | 578,127 | $40,446 | 12/31/2023 |
IEFA | 578,127 | $40,446 | 12/31/2023 |
Quadrant Capital Group LLC | 565,179 | $39,760 | 12/31/2023 |
IEFA | 565,179 | $39,760 | 12/31/2023 |
Colony Family Offices LLC | 563,122 | $39,616 | 12/31/2023 |
IEFA | 563,122 | $39,616 | 12/31/2023 |
Lbmc Investment Advisors LLC | 533,322 | $39,583 | 03/31/2024 |
IEFA | 533,322 | $39,583 | 03/31/2024 |
Strategies Wealth Advisors LLC | 530,028 | $39,339 | 03/31/2024 |
IEFA | 530,028 | $39,339 | 03/31/2024 |
Kestra Advisory Services LLC | 559,125 | $39,334 | 12/31/2023 |
IEFA | 559,125 | $39,334 | 12/31/2023 |
Galvin Gaustad & Stein LLC | 528,892 | $39,254 | 03/31/2024 |
IEFA | 528,892 | $39,254 | 03/31/2024 |
AMG National Trust Bank | 557,938 | $39,251 | 12/31/2023 |
IEFA | 557,938 | $39,251 | 12/31/2023 |
Miracle Mile Advisors LLC | 513,397 | $38,104 | 03/31/2024 |
IEFA | 513,397 | $38,104 | 03/31/2024 |
Mercer Global Advisors Inc. ADV | 541,009 | $38,060 | 12/31/2023 |
IEFA | 541,009 | $38,060 | 12/31/2023 |
Lake Street Advisors Group LLC | 534,906 | $37,631 | 12/31/2023 |
IEFA | 534,906 | $37,631 | 12/31/2023 |
Revolve Wealth Partners LLC | 502,840 | $37,321 | 03/31/2024 |
IEFA | 502,840 | $37,321 | 03/31/2024 |
Waddell & Associates LLC | 527,750 | $37,127 | 12/31/2023 |
IEFA | 527,750 | $37,127 | 12/31/2023 |
Klingman & Associates LLC | 518,927 | $36,507 | 12/31/2023 |
IEFA | 518,927 | $36,507 | 12/31/2023 |
Bank of Hawaii | 518,413 | $36,470 | 12/31/2023 |
IEFA | 518,413 | $36,470 | 12/31/2023 |
iA Global Asset Management Inc. | 506,308 | $35,619 | 12/31/2023 |
IEFA | 506,308 | $35,619 | 12/31/2023 |
Beacon Pointe Advisors LLC | 505,899 | $35,590 | 12/31/2023 |
IEFA | 505,899 | $35,590 | 12/31/2023 |
Meeder Advisory Services Inc. | 500,775 | $35,230 | 12/31/2023 |
IEFA | 500,775 | $35,230 | 12/31/2023 |
Conrad Siegel Investment Advisors Inc. | 473,969 | $35,178 | 03/31/2024 |
IEFA | 473,969 | $35,178 | 03/31/2024 |
Pacific Capital Wealth Advisors Inc. | 495,957 | $34,891 | 12/31/2023 |
IEFA | 495,957 | $34,891 | 12/31/2023 |
Brown Advisory Inc. | 462,133 | $34,300 | 03/31/2024 |
IEFA | 462,133 | $34,300 | 03/31/2024 |
MCF Advisors LLC | 461,693 | $34,267 | 03/31/2024 |
IEFA | 461,693 | $34,267 | 03/31/2024 |
Fusion Family Wealth LLC | 481,112 | $33,865 | 12/31/2023 |
IEFA | 481,112 | $33,865 | 12/31/2023 |
New York Life Investment Management LLC | 477,833 | $33,616 | 12/31/2023 |
IEFA | 477,833 | $33,616 | 12/31/2023 |
Atria Wealth Solutions Inc. | 475,895 | $33,479 | 12/31/2023 |
IEFA | 475,895 | $33,479 | 12/31/2023 |
Blair William & Co. IL | 474,518 | $33,382 | 12/31/2023 |
IEFA | 474,518 | $33,382 | 12/31/2023 |
Atria Investments LLC | 474,057 | $33,350 | 12/31/2023 |
IEFA | 474,057 | $33,350 | 12/31/2023 |
Crestwood Advisors Group LLC | 473,594 | $33,317 | 12/31/2023 |
IEFA | 473,594 | $33,317 | 12/31/2023 |
RMR Wealth Builders | 448,555 | $33,292 | 03/31/2024 |
IEFA | 448,555 | $33,292 | 03/31/2024 |
Isthmus Partners LLC | 473,086 | $33,282 | 12/31/2023 |
IEFA | 473,086 | $33,282 | 12/31/2023 |
Coldstream Capital Management Inc. | 469,320 | $33,017 | 12/31/2023 |
IEFA | 469,320 | $33,017 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 467,032 | $32,856 | 12/31/2023 |
IEFA | 467,032 | $32,856 | 12/31/2023 |
Cranbrook Wealth Management LLC | 436,165 | $32,372 | 03/31/2024 |
IEFA | 436,165 | $32,372 | 03/31/2024 |
Sterling Investment Advisors LLC ADV | 434,446 | $32,245 | 03/31/2024 |
IEFA | 434,446 | $32,245 | 03/31/2024 |
Financial Engines Advisors L.L.C. | 456,871 | $32,141 | 12/31/2023 |
IEFA | 456,871 | $32,141 | 12/31/2023 |
Aspiriant LLC | 431,250 | $32,008 | 03/31/2024 |
IEFA | 431,250 | $32,008 | 03/31/2024 |
Catalyst Financial Partners LLC | 448,715 | $31,836 | 03/31/2024 |
IEFA | 448,715 | $31,836 | 03/31/2024 |
Gotham Asset Management LLC | 452,480 | $31,832 | 12/31/2023 |
IEFA | 452,480 | $31,832 | 12/31/2023 |
Abundance Wealth Counselors | 428,746 | $31,822 | 03/31/2024 |
IEFA | 428,746 | $31,822 | 03/31/2024 |
Apollon Wealth Management LLC | 451,385 | $31,755 | 12/31/2023 |
IEFA | 451,385 | $31,755 | 12/31/2023 |
Stratos Wealth Partners LTD. | 425,333 | $31,568 | 03/31/2024 |
IEFA | 425,333 | $31,568 | 03/31/2024 |
Jordan Park Group LLC | 445,608 | $31,349 | 12/31/2023 |
IEFA | 445,608 | $31,349 | 12/31/2023 |
Rockbridge Investment Management LCC | 445,068 | $31,311 | 12/31/2023 |
IEFA | 445,068 | $31,311 | 12/31/2023 |
DAVENPORT & Co LLC | 442,820 | $31,152 | 12/31/2023 |
IEFA | 442,820 | $31,152 | 12/31/2023 |
Cambridge Associates LLC MA ADV | 441,857 | $31,085 | 12/31/2023 |
IEFA | 441,857 | $31,085 | 12/31/2023 |
CGC Financial Services LLC | 414,660 | $30,776 | 03/31/2024 |
IEFA | 414,660 | $30,776 | 03/31/2024 |
Valeo Financial Advisors LLC | 422,498 | $30,488 | 03/31/2024 |
IEFA | 422,498 | $30,488 | 03/31/2024 |
Global Wealth Strategies & Associates | 406,170 | $30,146 | 03/31/2024 |
IEFA | 406,170 | $30,146 | 03/31/2024 |
InterOcean Capital Group LLC | 422,477 | $29,721 | 12/31/2023 |
IEFA | 422,477 | $29,721 | 12/31/2023 |
Acropolis Investment Management LLC | 400,005 | $29,688 | 03/31/2024 |
IEFA | 400,005 | $29,688 | 03/31/2024 |
Strategic Investment Advisors MI | 399,534 | $29,653 | 03/31/2024 |
IEFA | 399,534 | $29,653 | 03/31/2024 |
Hancock Whitney Corp | 418,870 | $29,468 | 12/31/2023 |
IEFA | 418,870 | $29,468 | 12/31/2023 |
Tarbox Family Office Inc. | 391,181 | $29,033 | 03/31/2024 |
IEFA | 391,181 | $29,033 | 03/31/2024 |
Capital Advisors Inc. OK | 405,245 | $28,509 | 12/31/2023 |
IEFA | 405,245 | $28,509 | 12/31/2023 |
Dixon Mitchell Investment Counsel Inc. | 383,769 | $28,483 | 03/31/2024 |
IEFA | 383,769 | $28,483 | 03/31/2024 |
Whittier Trust Co. | 392,509 | $27,613 | 12/31/2023 |
IEFA | 392,509 | $27,613 | 12/31/2023 |
Raymond James Trust N.A. | 371,702 | $27,588 | 03/31/2024 |
IEFA | 371,702 | $27,588 | 03/31/2024 |
Strategic Point Investment Advisors LLC | 390,264 | $27,455 | 12/31/2023 |
IEFA | 390,264 | $27,455 | 12/31/2023 |
Shoker Investment Counsel Inc. | 390,005 | $27,437 | 12/31/2023 |
IEFA | 390,005 | $27,437 | 12/31/2023 |
Smith & Howard Wealth Management LLC | 367,898 | $27,305 | 03/31/2024 |
IEFA | 367,898 | $27,305 | 03/31/2024 |
BLB&B Advisors LLC | 387,891 | $27,288 | 12/31/2023 |
IEFA | 387,891 | $27,288 | 12/31/2023 |
Great Lakes Advisors LLC | 387,191 | $27,239 | 12/31/2023 |
IEFA | 387,191 | $27,239 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 383,667 | $26,991 | 12/31/2023 |
IEFA | 383,667 | $26,991 | 12/31/2023 |
Boston Private Wealth LLC | 378,746 | $26,645 | 12/31/2023 |
IEFA | 378,746 | $26,645 | 12/31/2023 |
Financial Counselors Inc. | 378,395 | $26,620 | 12/31/2023 |
IEFA | 378,395 | $26,620 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 352,336 | $26,150 | 03/31/2024 |
IEFA | 352,336 | $26,150 | 03/31/2024 |
RPTC Inc. | 364,682 | $25,655 | 12/31/2023 |
IEFA | 364,682 | $25,655 | 12/31/2023 |
Bishop & Co Investment Management LLC | 343,695 | $25,509 | 03/31/2024 |
IEFA | 343,695 | $25,509 | 03/31/2024 |
Investure LLC | 361,773 | $25,451 | 12/31/2023 |
IEFA | 361,773 | $25,451 | 12/31/2023 |
Fifth Third Wealth Advisors LLC | 342,698 | $25,435 | 03/31/2024 |
IEFA | 342,698 | $25,435 | 03/31/2024 |
University of Massachusetts Foundation Inc. | 359,506 | $25,291 | 12/31/2023 |
IEFA | 359,506 | $25,291 | 12/31/2023 |
Opus Capital Group LLC | 356,000 | $25,045 | 12/31/2023 |
IEFA | 356,000 | $25,045 | 12/31/2023 |
Parkside Investments LLC | 336,170 | $24,951 | 03/31/2024 |
IEFA | 336,170 | $24,951 | 03/31/2024 |
Fairhaven Wealth Management LLC | 354,635 | $24,949 | 12/31/2023 |
IEFA | 354,635 | $24,949 | 12/31/2023 |
Ritter Daniher Financial Advisory LLC DE | 352,579 | $24,804 | 12/31/2023 |
IEFA | 352,579 | $24,804 | 12/31/2023 |
Shelter Ins Retirement Plan | 349,052 | $24,556 | 12/31/2023 |
IEFA | 349,052 | $24,556 | 12/31/2023 |
Concurrent Investment Advisors LLC | 348,362 | $24,507 | 12/31/2023 |
IEFA | 348,362 | $24,507 | 12/31/2023 |
Cetera Advisors LLC | 347,233 | $24,428 | 12/31/2023 |
IEFA | 347,233 | $24,428 | 12/31/2023 |
JSF Financial LLC | 346,456 | $24,373 | 12/31/2023 |
IEFA | 346,456 | $24,373 | 12/31/2023 |
New England Asset Management Inc. | 342,800 | $24,116 | 12/31/2023 |
IEFA | 342,800 | $24,116 | 12/31/2023 |
BCJ Capital Management LLC | 338,373 | $23,805 | 12/31/2023 |
IEFA | 338,373 | $23,805 | 12/31/2023 |
Benchmark Investment Advisors LLC | 338,373 | $23,805 | 12/31/2023 |
IEFA | 338,373 | $23,805 | 12/31/2023 |
Probity Advisors Inc. | 337,991 | $23,778 | 12/31/2023 |
IEFA | 337,991 | $23,778 | 12/31/2023 |
Dean Jacobson Financial Services LLC | 318,561 | $23,644 | 03/31/2024 |
IEFA | 318,561 | $23,644 | 03/31/2024 |
Marion Wealth Management | 314,622 | $23,351 | 03/31/2024 |
IEFA | 314,622 | $23,351 | 03/31/2024 |
Fort Point Capital Partners LLC | 331,285 | $23,306 | 12/31/2023 |
IEFA | 331,285 | $23,306 | 12/31/2023 |
Park Avenue Securities LLC | 313,772 | $23,288 | 03/31/2024 |
IEFA | 313,772 | $23,288 | 03/31/2024 |
Victory Capital Management Inc. | 330,087 | $23,222 | 12/31/2023 |
IEFA | 330,087 | $23,222 | 12/31/2023 |
Archford Capital Strategies LLC | 312,678 | $23,207 | 03/31/2024 |
IEFA | 312,678 | $23,207 | 03/31/2024 |
Berkshire Bank | 312,320 | $23,180 | 03/31/2024 |
IEFA | 312,320 | $23,180 | 03/31/2024 |
New Perspectives Inc | 308,091 | $22,867 | 03/31/2024 |
IEFA | 308,091 | $22,867 | 03/31/2024 |
American Century Companies Inc. | 324,000 | $22,793 | 12/31/2023 |
IEFA | 324,000 | $22,793 | 12/31/2023 |
Mesirow Financial Investment Management Inc. | 306,659 | $22,760 | 03/31/2024 |
IEFA | 306,659 | $22,760 | 03/31/2024 |
Global Retirement Partners LLC | 305,893 | $22,703 | 03/31/2024 |
IEFA | 305,893 | $22,703 | 03/31/2024 |
Montis Financial LLC | 302,693 | $22,466 | 03/31/2024 |
IEFA | 302,693 | $22,466 | 03/31/2024 |
Valley Forge Investment Consultants Inc. ADV | 318,693 | $22,420 | 12/31/2023 |
IEFA | 318,693 | $22,420 | 12/31/2023 |
Citigroup Inc. | 317,774 | $22,355 | 12/31/2023 |
IEFA | 317,774 | $22,355 | 12/31/2023 |
Long Run Wealth Advisors LLC | 300,936 | $22,335 | 03/31/2024 |
IEFA | 300,936 | $22,335 | 03/31/2024 |
Sage Advisory Services Ltd.Co. | 316,761 | $22,284 | 12/31/2023 |
IEFA | 316,761 | $22,284 | 12/31/2023 |
Iowa State Bank | 295,793 | $21,954 | 03/31/2024 |
IEFA | 295,793 | $21,954 | 03/31/2024 |
OLD National Bancorp IN | 294,694 | $21,872 | 03/31/2024 |
IEFA | 294,694 | $21,872 | 03/31/2024 |
Stash Investments LLC | 310,362 | $21,834 | 12/31/2023 |
IEFA | 310,362 | $21,834 | 12/31/2023 |
Gallagher Fiduciary Advisors LLC | 310,340 | $21,832 | 12/31/2023 |
IEFA | 310,340 | $21,832 | 12/31/2023 |
Axiom International Investors LLC DE | 308,900 | $21,731 | 12/31/2023 |
IEFA | 308,900 | $21,731 | 12/31/2023 |
LWS Wealth Advisors Inc. | 306,878 | $21,589 | 12/31/2023 |
IEFA | 306,878 | $21,589 | 12/31/2023 |
Ratio Wealth Group | 304,343 | $21,411 | 12/31/2023 |
IEFA | 304,343 | $21,411 | 12/31/2023 |
Twele Capital Management Inc. | 288,055 | $21,379 | 03/31/2024 |
IEFA | 288,055 | $21,379 | 03/31/2024 |
Kestra Private Wealth Services LLC | 301,144 | $21,185 | 12/31/2023 |
IEFA | 301,144 | $21,185 | 12/31/2023 |
Congress Wealth Management LLC DE | 284,530 | $21,118 | 03/31/2024 |
IEFA | 284,530 | $21,118 | 03/31/2024 |
Professional Advisory Services Inc. | 282,066 | $20,935 | 03/31/2024 |
IEFA | 282,066 | $20,935 | 03/31/2024 |
WASHINGTON TRUST Co | 280,422 | $20,813 | 03/31/2024 |
IEFA | 280,422 | $20,813 | 03/31/2024 |
Private Advisor Group LLC | 294,737 | $20,735 | 12/31/2023 |
IEFA | 294,737 | $20,735 | 12/31/2023 |
SageView Advisory Group LLC | 295,071 | $20,717 | 12/31/2023 |
IEFA | 295,071 | $20,717 | 12/31/2023 |
WBH Advisory Inc. | 277,220 | $20,575 | 03/31/2024 |
IEFA | 277,220 | $20,575 | 03/31/2024 |
Great Diamond Partners LLC | 291,933 | $20,537 | 12/31/2023 |
IEFA | 291,933 | $20,537 | 12/31/2023 |
Turtle Creek Wealth Advisors LLC | 291,008 | $20,472 | 12/31/2023 |
IEFA | 291,008 | $20,472 | 12/31/2023 |
Towercrest Capital Management | 289,884 | $20,393 | 12/31/2023 |
IEFA | 289,884 | $20,393 | 12/31/2023 |
MBL Wealth LLC | 274,684 | $20,387 | 03/31/2024 |
IEFA | 274,684 | $20,387 | 03/31/2024 |
Wescott Financial Advisory Group LLC | 288,022 | $20,262 | 12/31/2023 |
IEFA | 288,022 | $20,262 | 12/31/2023 |
Brandywine Oak Private Wealth LLC | 287,075 | $20,196 | 12/31/2023 |
IEFA | 287,075 | $20,196 | 12/31/2023 |
West Paces Advisors Inc. | 271,704 | $20,166 | 03/31/2024 |
IEFA | 271,704 | $20,166 | 03/31/2024 |
Allen Investment Management LLC | 285,215 | $20,062 | 12/31/2023 |
IEFA | 285,215 | $20,062 | 12/31/2023 |
Wela Strategies Inc. | 270,008 | $20,040 | 03/31/2024 |
IEFA | 270,008 | $20,040 | 03/31/2024 |
Private Capital Management LLC | 268,872 | $19,956 | 03/31/2024 |
IEFA | 268,872 | $19,956 | 03/31/2024 |
Financial Advocates Investment Management | 277,587 | $19,878 | 12/31/2023 |
IEFA | 277,587 | $19,878 | 12/31/2023 |
Cutler Investment Counsel LLC | 282,034 | $19,841 | 12/31/2023 |
IEFA | 282,034 | $19,841 | 12/31/2023 |
Stephens Consulting LLC | 265,207 | $19,684 | 03/31/2024 |
IEFA | 265,207 | $19,684 | 03/31/2024 |
First National Bank & Trust Co. of Newtown | 277,734 | $19,538 | 12/31/2023 |
IEFA | 277,734 | $19,538 | 12/31/2023 |
Spire Wealth Management | 262,304 | $19,468 | 03/31/2024 |
IEFA | 262,304 | $19,468 | 03/31/2024 |
Meeder Asset Management Inc. | 275,424 | $19,376 | 12/31/2023 |
IEFA | 275,424 | $19,376 | 12/31/2023 |
MTC Wealth Management LLC | 259,954 | $19,294 | 03/31/2024 |
IEFA | 259,954 | $19,294 | 03/31/2024 |
Becker Capital Management Inc. | 273,765 | $19,259 | 12/31/2023 |
IEFA | 273,765 | $19,259 | 12/31/2023 |
Venture Visionary Partners LLC | 272,233 | $19,152 | 12/31/2023 |
IEFA | 272,233 | $19,152 | 12/31/2023 |
JFS Wealth Advisors LLC | 270,585 | $19,036 | 12/31/2023 |
IEFA | 270,585 | $19,036 | 12/31/2023 |
NewEdge Wealth LLC | 269,825 | $18,982 | 12/31/2023 |
IEFA | 269,825 | $18,982 | 12/31/2023 |
Farther Finance Advisors LLC | 267,372 | $18,810 | 12/31/2023 |
IEFA | 267,372 | $18,810 | 12/31/2023 |
West Financial Advisors LLC | 251,961 | $18,701 | 03/31/2024 |
IEFA | 251,961 | $18,701 | 03/31/2024 |
SJA Financial Advisory LLC | 265,241 | $18,660 | 12/31/2023 |
IEFA | 265,241 | $18,660 | 12/31/2023 |
Exencial Wealth Advisors LLC | 264,645 | $18,618 | 12/31/2023 |
IEFA | 264,645 | $18,618 | 12/31/2023 |
Sigma Investment Counselors Inc. | 247,471 | $18,367 | 03/31/2024 |
IEFA | 247,471 | $18,367 | 03/31/2024 |
Partners Capital Investment Group LLP | 259,950 | $18,288 | 12/31/2023 |
IEFA | 259,950 | $18,288 | 12/31/2023 |
S. R. Schill & Associates | 246,128 | $18,268 | 03/31/2024 |
IEFA | 246,128 | $18,268 | 03/31/2024 |
Balentine LLC | 259,148 | $18,231 | 12/31/2023 |
IEFA | 259,148 | $18,231 | 12/31/2023 |
Neumann Capital Management LLC | 257,667 | $18,127 | 12/31/2023 |
IEFA | 257,667 | $18,127 | 12/31/2023 |
Commerce Bank | 256,740 | $18,062 | 12/31/2023 |
IEFA | 256,740 | $18,062 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 242,374 | $17,989 | 03/31/2024 |
IEFA | 242,374 | $17,989 | 03/31/2024 |
Better Money Decisions LLC | 252,472 | $17,761 | 12/31/2023 |
IEFA | 252,472 | $17,761 | 12/31/2023 |
Ullmann Financial Group Inc. | 252,030 | $17,730 | 12/31/2023 |
IEFA | 252,030 | $17,730 | 12/31/2023 |
Foster Dykema Cabot & Partners LLC | 251,778 | $17,713 | 12/31/2023 |
IEFA | 251,778 | $17,713 | 12/31/2023 |
Condor Capital Management | 251,348 | $17,682 | 12/31/2023 |
IEFA | 251,348 | $17,682 | 12/31/2023 |
BKD Wealth Advisors LLC | 237,954 | $17,661 | 03/31/2024 |
IEFA | 237,954 | $17,661 | 03/31/2024 |
BSW Wealth Partners | 236,131 | $17,526 | 03/31/2024 |
IEFA | 236,131 | $17,526 | 03/31/2024 |
Hudson Capital Management LLC | 235,517 | $17,480 | 03/31/2024 |
IEFA | 235,517 | $17,480 | 03/31/2024 |
Bull Oak Capital LLC | 234,279 | $17,388 | 03/31/2024 |
IEFA | 234,279 | $17,388 | 03/31/2024 |
GHP Investment Advisors Inc. | 234,090 | $17,374 | 03/31/2024 |
IEFA | 234,090 | $17,374 | 03/31/2024 |
Arvest Trust Co. N A | 245,433 | $17,266 | 12/31/2023 |
IEFA | 245,433 | $17,266 | 12/31/2023 |
Klaas Financial Asset Advisors LLC | 230,935 | $17,140 | 03/31/2024 |
IEFA | 230,935 | $17,140 | 03/31/2024 |
Integrated Advisors Network LLC | 243,240 | $17,112 | 12/31/2023 |
IEFA | 243,240 | $17,112 | 12/31/2023 |
Wealth Architects LLC | 243,121 | $17,104 | 12/31/2023 |
IEFA | 243,121 | $17,104 | 12/31/2023 |
CX Institutional | 228,536 | $16,962 | 03/31/2024 |
IEFA | 228,536 | $16,962 | 03/31/2024 |
Colony Group LLC | 240,547 | $16,922 | 12/31/2023 |
IEFA | 240,547 | $16,922 | 12/31/2023 |
Rock Creek Group LP | 236,966 | $16,671 | 12/31/2023 |
IEFA | 236,966 | $16,671 | 12/31/2023 |
Bank Hapoalim BM | 236,000 | $16,603 | 12/31/2023 |
IEFA | 236,000 | $16,603 | 12/31/2023 |
Dohj LLC | 222,704 | $16,529 | 03/31/2024 |
IEFA | 222,704 | $16,529 | 03/31/2024 |
Portland Global Advisors LLC | 232,271 | $16,340 | 12/31/2023 |
IEFA | 232,271 | $16,340 | 12/31/2023 |
Summit Global Investments | 232,231 | $16,337 | 12/31/2023 |
IEFA | 232,231 | $16,337 | 12/31/2023 |
Sovereign Investment Advisors LLC | 231,925 | $16,316 | 12/31/2023 |
IEFA | 231,925 | $16,316 | 12/31/2023 |
Adroit Compliance LLC | 231,861 | $16,311 | 12/31/2023 |
IEFA | 231,861 | $16,311 | 12/31/2023 |
Global Assets Advisory LLC | 219,232 | $16,271 | 03/31/2024 |
IEFA | 219,232 | $16,271 | 03/31/2024 |
NorthLanding Financial Partners LLC | 231,253 | $16,269 | 12/31/2023 |
IEFA | 231,253 | $16,269 | 12/31/2023 |
Fisher Asset Management LLC | 230,932 | $16,246 | 12/31/2023 |
IEFA | 230,932 | $16,246 | 12/31/2023 |
Resonant Capital Advisors LLC | 228,009 | $16,040 | 12/31/2023 |
IEFA | 228,009 | $16,040 | 12/31/2023 |
Highland Capital Management LLC | 227,201 | $15,984 | 12/31/2023 |
IEFA | 227,201 | $15,984 | 12/31/2023 |
Perigon Wealth Management LLC | 225,136 | $15,838 | 12/31/2023 |
IEFA | 225,136 | $15,838 | 12/31/2023 |
Core Wealth Advisors Inc. | 221,516 | $15,584 | 12/31/2023 |
IEFA | 221,516 | $15,584 | 12/31/2023 |
CWM LLC | 209,816 | $15,573 | 03/31/2024 |
IEFA | 209,816 | $15,573 | 03/31/2024 |
Mycio Wealth Partners LLC | 219,615 | $15,450 | 12/31/2023 |
IEFA | 219,615 | $15,450 | 12/31/2023 |
Lcnb Corp | 217,203 | $15,280 | 12/31/2023 |
IEFA | 217,203 | $15,280 | 12/31/2023 |
Pine Ridge Advisers LLC | 215,432 | $15,156 | 12/31/2023 |
IEFA | 215,432 | $15,156 | 12/31/2023 |
Guidance Point Advisors LLC | 213,496 | $15,024 | 12/31/2023 |
IEFA | 213,496 | $15,024 | 12/31/2023 |
FinTrust Capital Advisors LLC | 213,262 | $15,003 | 12/31/2023 |
IEFA | 213,262 | $15,003 | 12/31/2023 |
O Dell Group LLC | 213,049 | $14,988 | 12/31/2023 |
IEFA | 213,049 | $14,988 | 12/31/2023 |
Affiance Financial LLC | 201,560 | $14,960 | 03/31/2024 |
IEFA | 201,560 | $14,960 | 03/31/2024 |
Price T Rowe Associates Inc. MD | 212,100 | $14,922 | 12/31/2023 |
IEFA | 212,100 | $14,922 | 12/31/2023 |
Lincoln Capital Corp | 200,044 | $14,847 | 03/31/2024 |
IEFA | 200,044 | $14,847 | 03/31/2024 |
Safeguard Financial LLC | 199,599 | $14,814 | 03/31/2024 |
IEFA | 199,599 | $14,814 | 03/31/2024 |
Encompass Wealth Advisors LLC | 209,662 | $14,750 | 12/31/2023 |
IEFA | 209,662 | $14,750 | 12/31/2023 |
SCS Capital Management LLC | 209,122 | $14,712 | 12/31/2023 |
IEFA | 209,122 | $14,712 | 12/31/2023 |
Argent Advisors Inc. | 208,807 | $14,690 | 12/31/2023 |
IEFA | 208,807 | $14,690 | 12/31/2023 |
Empire Life Investments Inc. | 208,626 | $14,677 | 12/31/2023 |
IEFA | 208,626 | $14,677 | 12/31/2023 |
KMG Fiduciary Partners LLC | 196,325 | $14,571 | 03/31/2024 |
IEFA | 196,325 | $14,571 | 03/31/2024 |
Texas Yale Capital Corp. | 205,131 | $14,431 | 12/31/2023 |
IEFA | 205,131 | $14,431 | 12/31/2023 |
Proquility Private Wealth Partners LLC | 203,481 | $14,315 | 12/31/2023 |
IEFA | 203,481 | $14,315 | 12/31/2023 |
Proequities Inc. | 203,177 | $14,294 | 12/31/2023 |
IEFA | 203,177 | $14,294 | 12/31/2023 |
Lowe Brockenbrough & Co. Inc. | 202,425 | $14,241 | 12/31/2023 |
IEFA | 202,425 | $14,241 | 12/31/2023 |
Texas Capital Bancshares Inc. TX | 202,397 | $14,239 | 12/31/2023 |
IEFA | 202,397 | $14,239 | 12/31/2023 |
Main Management LLC | 200,131 | $14,079 | 12/31/2023 |
IEFA | 200,131 | $14,079 | 12/31/2023 |
One Capital Management LLC | 198,937 | $13,995 | 12/31/2023 |
IEFA | 198,937 | $13,995 | 12/31/2023 |
Crescent Grove Advisors LLC | 196,777 | $13,843 | 12/31/2023 |
IEFA | 196,777 | $13,843 | 12/31/2023 |
Integrated Investment Consultants LLC | 183,364 | $13,609 | 03/31/2024 |
IEFA | 183,364 | $13,609 | 03/31/2024 |
Family Capital Trust Co | 183,265 | $13,602 | 03/31/2024 |
IEFA | 183,265 | $13,602 | 03/31/2024 |
Founders Financial Securities LLC | 182,664 | $13,557 | 03/31/2024 |
IEFA | 182,664 | $13,557 | 03/31/2024 |
Atlantic Edge Private Wealth Management LLC | 191,605 | $13,479 | 12/31/2023 |
IEFA | 191,605 | $13,479 | 12/31/2023 |
McAdam LLC | 180,774 | $13,417 | 03/31/2024 |
IEFA | 180,774 | $13,417 | 03/31/2024 |
Savant Capital LLC | 190,443 | $13,398 | 12/31/2023 |
IEFA | 190,443 | $13,398 | 12/31/2023 |
Curi Capital | 190,229 | $13,383 | 12/31/2023 |
IEFA | 190,229 | $13,383 | 12/31/2023 |
Peninsula Wealth LLC | 188,027 | $13,228 | 12/31/2023 |
IEFA | 188,027 | $13,228 | 12/31/2023 |
PDS Planning Inc | 187,235 | $13,172 | 12/31/2023 |
IEFA | 187,235 | $13,172 | 12/31/2023 |
Regis Management CO LLC | 187,191 | $13,169 | 12/31/2023 |
IEFA | 187,191 | $13,169 | 12/31/2023 |
Crewe Advisors LLC | 186,133 | $13,094 | 12/31/2023 |
IEFA | 186,133 | $13,094 | 12/31/2023 |
Topel & Distasi Wealth Management LLC | 185,962 | $13,082 | 12/31/2023 |
IEFA | 185,962 | $13,082 | 12/31/2023 |
Grove Bank & Trust | 184,972 | $13,013 | 12/31/2023 |
IEFA | 184,972 | $13,013 | 12/31/2023 |
Liquid Strategies LLC | 184,145 | $12,955 | 12/31/2023 |
IEFA | 184,145 | $12,955 | 12/31/2023 |
Morris Financial Concepts Inc. | 174,507 | $12,952 | 03/31/2024 |
IEFA | 174,507 | $12,952 | 03/31/2024 |
Guidance Capital Inc. | 180,497 | $12,931 | 03/31/2024 |
IEFA | 180,497 | $12,931 | 03/31/2024 |
Stratos Wealth Advisors LLC | 172,713 | $12,819 | 03/31/2024 |
IEFA | 172,713 | $12,819 | 03/31/2024 |
Marietta Wealth Management LLC | 172,468 | $12,801 | 03/31/2024 |
IEFA | 172,468 | $12,801 | 03/31/2024 |
Bennett Associates Wealth Management | 170,787 | $12,676 | 03/31/2024 |
IEFA | 170,787 | $12,676 | 03/31/2024 |
Single Point Partners LLC | 169,558 | $12,585 | 03/31/2024 |
IEFA | 169,558 | $12,585 | 03/31/2024 |
Eqis Capital Management Inc. | 175,764 | $12,365 | 12/31/2023 |
IEFA | 175,764 | $12,365 | 12/31/2023 |
Geneos Wealth Management Inc. | 173,416 | $12,200 | 12/31/2023 |
IEFA | 173,416 | $12,200 | 12/31/2023 |
Tortoise Investment Management LLC | 171,935 | $12,096 | 12/31/2023 |
IEFA | 171,935 | $12,096 | 12/31/2023 |
CENTRAL TRUST Co | 160,685 | $11,926 | 03/31/2024 |
IEFA | 160,685 | $11,926 | 03/31/2024 |
Relative Value Partners Group LLC | 168,878 | $11,881 | 12/31/2023 |
IEFA | 168,878 | $11,881 | 12/31/2023 |
Wellspring Financial Advisors LLC | 168,290 | $11,839 | 12/31/2023 |
IEFA | 168,290 | $11,839 | 12/31/2023 |
Associated Banc Corp | 168,205 | $11,833 | 12/31/2023 |
IEFA | 168,205 | $11,833 | 12/31/2023 |
Bahl & Gaynor Inc. | 167,848 | $11,808 | 12/31/2023 |
IEFA | 167,848 | $11,808 | 12/31/2023 |
Halpern Financial Inc. | 159,282 | $11,755 | 03/31/2024 |
IEFA | 159,282 | $11,755 | 03/31/2024 |
Strategic Investment Management LLC | 169,990 | $11,721 | 12/31/2023 |
IEFA | 169,990 | $11,721 | 12/31/2023 |
Harbour Capital Advisors LLC | 159,680 | $11,716 | 03/31/2024 |
IEFA | 159,680 | $11,716 | 03/31/2024 |
Avenue 1 Advisors LLC | 157,449 | $11,686 | 03/31/2024 |
IEFA | 157,449 | $11,686 | 03/31/2024 |
Riverview Trust Co | 156,465 | $11,613 | 03/31/2024 |
IEFA | 156,465 | $11,613 | 03/31/2024 |
Sowell Financial Services LLC | 164,912 | $11,602 | 12/31/2023 |
IEFA | 164,912 | $11,602 | 12/31/2023 |
Sage Rhino Capital LLC | 164,860 | $11,598 | 12/31/2023 |
IEFA | 164,860 | $11,598 | 12/31/2023 |
Omnia Family Wealth LLC | 164,675 | $11,585 | 12/31/2023 |
IEFA | 164,675 | $11,585 | 12/31/2023 |
Avid Wealth Partners LLC | 161,981 | $11,395 | 12/31/2023 |
IEFA | 161,981 | $11,395 | 12/31/2023 |
UMA Financial Services Inc. | 160,613 | $11,389 | 03/31/2024 |
IEFA | 160,613 | $11,389 | 03/31/2024 |
First Horizon Advisors Inc. | 161,764 | $11,380 | 12/31/2023 |
IEFA | 161,764 | $11,380 | 12/31/2023 |
Shelter Mutual Insurance Co | 160,575 | $11,296 | 12/31/2023 |
IEFA | 160,575 | $11,296 | 12/31/2023 |
Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 160,300 | $11,277 | 12/31/2023 |
IEFA | 160,300 | $11,277 | 12/31/2023 |
Lpwm LLC | 154,738 | $11,271 | 03/31/2024 |
IEFA | 154,738 | $11,271 | 03/31/2024 |
Heritage Investors Management Corp | 159,177 | $11,198 | 12/31/2023 |
IEFA | 159,177 | $11,198 | 12/31/2023 |
Ancora Advisors LLC | 158,780 | $11,170 | 12/31/2023 |
IEFA | 158,780 | $11,170 | 12/31/2023 |
Proathlete Wealth Management LLC | 157,041 | $11,048 | 12/31/2023 |
IEFA | 157,041 | $11,048 | 12/31/2023 |
Oak Harbor Wealth Partners LLC | 148,251 | $11,003 | 03/31/2024 |
IEFA | 148,251 | $11,003 | 03/31/2024 |
Kaydan Wealth Management Inc. | 147,717 | $10,964 | 03/31/2024 |
IEFA | 147,717 | $10,964 | 03/31/2024 |
Adaptive Financial Consulting LLC | 155,377 | $10,931 | 12/31/2023 |
IEFA | 155,377 | $10,931 | 12/31/2023 |
Concentric Wealth Management LLC | 155,266 | $10,923 | 12/31/2023 |
IEFA | 155,266 | $10,923 | 12/31/2023 |
Bremer Bank National Association | 146,908 | $10,904 | 03/31/2024 |
IEFA | 146,908 | $10,904 | 03/31/2024 |
Synovus Financial Corp | 152,947 | $10,762 | 12/31/2023 |
IEFA | 152,947 | $10,762 | 12/31/2023 |
Coastline Trust Co | 152,653 | $10,739 | 12/31/2023 |
IEFA | 152,653 | $10,739 | 12/31/2023 |
Northcape Wealth Management LLC | 152,310 | $10,715 | 12/31/2023 |
IEFA | 152,310 | $10,715 | 12/31/2023 |
Arbor Investment Advisors LLC | 142,667 | $10,589 | 03/31/2024 |
IEFA | 142,667 | $10,589 | 03/31/2024 |
CIBC World Markets Inc. | 150,355 | $10,577 | 12/31/2023 |
IEFA | 150,355 | $10,577 | 12/31/2023 |
Coco Enterprises LLC | 149,964 | $10,550 | 12/31/2023 |
IEFA | 149,964 | $10,550 | 12/31/2023 |
Zacks Investment Management | 149,379 | $10,509 | 12/31/2023 |
IEFA | 149,379 | $10,509 | 12/31/2023 |
Wick Capital Partners LLC | 147,441 | $10,372 | 12/31/2023 |
IEFA | 147,441 | $10,372 | 12/31/2023 |
Global Wealth Management Investment Advisory Inc. | 146,031 | $10,273 | 12/31/2023 |
IEFA | 146,031 | $10,273 | 12/31/2023 |
Ellevest Inc. | 145,851 | $10,261 | 12/31/2023 |
IEFA | 145,851 | $10,261 | 12/31/2023 |
Adviser Investments LLC | 145,130 | $10,210 | 12/31/2023 |
IEFA | 145,130 | $10,210 | 12/31/2023 |
Econ Financial Services Corp | 142,580 | $10,031 | 12/31/2023 |
IEFA | 142,580 | $10,031 | 12/31/2023 |
Winthrop Capital Management LLC | 141,950 | $9,986 | 12/31/2023 |
IEFA | 141,950 | $9,986 | 12/31/2023 |
Custos Family Office LLC | 140,711 | $9,899 | 12/31/2023 |
IEFA | 140,711 | $9,899 | 12/31/2023 |
Simon Quick Advisors LLC | 133,339 | $9,896 | 03/31/2024 |
IEFA | 133,339 | $9,896 | 03/31/2024 |
SYM FINANCIAL Corp | 140,380 | $9,876 | 12/31/2023 |
IEFA | 140,380 | $9,876 | 12/31/2023 |
Ieq Capital LLC | 140,181 | $9,862 | 12/31/2023 |
IEFA | 140,181 | $9,862 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 139,652 | $9,824 | 12/31/2023 |
IEFA | 139,652 | $9,824 | 12/31/2023 |
Regent Peak Wealth Advisors LLC | 139,159 | $9,790 | 12/31/2023 |
IEFA | 139,159 | $9,790 | 12/31/2023 |
Susquehanna International Group LLP | $9,740 | 12/31/2023 | |
Call | 152,400 | $10,721 | 12/31/2023 |
Put | 30,300 | $2,132 | 12/31/2023 |
IEFA | 16,361 | $1,151 | 12/31/2023 |
ERn Financial LLC | 131,152 | $9,734 | 03/31/2024 |
IEFA | 131,152 | $9,734 | 03/31/2024 |
Money Concepts Capital Corp | 138,060 | $9,713 | 12/31/2023 |
IEFA | 138,060 | $9,713 | 12/31/2023 |
FFT Wealth Management LLC | 136,624 | $9,612 | 12/31/2023 |
IEFA | 136,624 | $9,612 | 12/31/2023 |
Asset Dedication LLC | 129,142 | $9,579 | 03/31/2024 |
IEFA | 129,142 | $9,579 | 03/31/2024 |
Aveo Capital Partners LLC | 135,244 | $9,514 | 12/31/2023 |
IEFA | 135,244 | $9,514 | 12/31/2023 |
Tiemann Investment Advisors LLC | 134,603 | $9,469 | 12/31/2023 |
IEFA | 134,603 | $9,469 | 12/31/2023 |
Nova R Wealth Inc. | 127,415 | $9,457 | 03/31/2024 |
IEFA | 127,415 | $9,457 | 03/31/2024 |
EWA LLC | 133,869 | $9,368 | 12/31/2023 |
IEFA | 133,869 | $9,368 | 12/31/2023 |
SkyOak Wealth LLC | 132,866 | $9,347 | 12/31/2023 |
IEFA | 132,866 | $9,347 | 12/31/2023 |
Vantage Financial Partners Ltd. Inc. | 131,873 | $9,277 | 12/31/2023 |
IEFA | 131,873 | $9,277 | 12/31/2023 |
Canopy Partners LLC | 131,326 | $9,239 | 12/31/2023 |
IEFA | 131,326 | $9,239 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 130,640 | $9,191 | 12/31/2023 |
IEFA | 130,640 | $9,191 | 12/31/2023 |
Family Asset Management LLC | 130,119 | $9,154 | 12/31/2023 |
IEFA | 130,119 | $9,154 | 12/31/2023 |
Alera Investment Advisors LLC | 129,240 | $9,092 | 12/31/2023 |
IEFA | 129,240 | $9,092 | 12/31/2023 |
Koesten Hirschmann & Crabtree INC. | 127,805 | $8,991 | 12/31/2023 |
IEFA | 127,805 | $8,991 | 12/31/2023 |
Anderson Hoagland & Co. | 122,582 | $8,929 | 03/31/2024 |
IEFA | 122,582 | $8,929 | 03/31/2024 |
Advisory Services Network LLC | 126,682 | $8,912 | 12/31/2023 |
IEFA | 126,682 | $8,912 | 12/31/2023 |
Webster Bank N. A. | 119,912 | $8,900 | 03/31/2024 |
IEFA | 119,912 | $8,900 | 03/31/2024 |
FDx Advisors Inc. | 126,491 | $8,899 | 12/31/2023 |
IEFA | 126,491 | $8,899 | 12/31/2023 |
Octavia Wealth Advisors LLC | 119,769 | $8,889 | 03/31/2024 |
IEFA | 119,769 | $8,889 | 03/31/2024 |
Hardy Reed LLC | 126,181 | $8,877 | 12/31/2023 |
IEFA | 126,181 | $8,877 | 12/31/2023 |
National Asset Management Inc. | 125,779 | $8,849 | 12/31/2023 |
IEFA | 125,779 | $8,849 | 12/31/2023 |
Stokes Family Office LLC | 125,728 | $8,845 | 12/31/2023 |
IEFA | 125,728 | $8,845 | 12/31/2023 |
NBT Bank N A NY | 118,781 | $8,816 | 03/31/2024 |
IEFA | 118,781 | $8,816 | 03/31/2024 |
Snowden Capital Advisors LLC | 124,857 | $8,784 | 12/31/2023 |
IEFA | 124,857 | $8,784 | 12/31/2023 |
Tectonic Advisors LLC | 123,457 | $8,685 | 12/31/2023 |
IEFA | 123,457 | $8,685 | 12/31/2023 |
Liberty Wealth Management LLC | 123,382 | $8,682 | 12/31/2023 |
IEFA | 123,382 | $8,682 | 12/31/2023 |
Matrix Private Capital Group LLC | 122,520 | $8,619 | 12/31/2023 |
IEFA | 122,520 | $8,619 | 12/31/2023 |
Tanager Wealth Management LLP | 121,812 | $8,569 | 12/31/2023 |
IEFA | 121,812 | $8,569 | 12/31/2023 |
SC&H Financial Advisors Inc. | 120,106 | $8,449 | 12/31/2023 |
IEFA | 120,106 | $8,449 | 12/31/2023 |
Peapack Gladstone Financial Corp | 119,227 | $8,387 | 12/31/2023 |
IEFA | 119,227 | $8,387 | 12/31/2023 |
Squarepoint Ops LLC | 118,921 | $8,366 | 12/31/2023 |
IEFA | 118,921 | $8,366 | 12/31/2023 |
Conning Inc. | 118,845 | $8,361 | 12/31/2023 |
IEFA | 118,845 | $8,361 | 12/31/2023 |
Wealthstream Advisors Inc. | 118,702 | $8,351 | 12/31/2023 |
IEFA | 118,702 | $8,351 | 12/31/2023 |
Montecito Bank & Trust | 112,227 | $8,329 | 03/31/2024 |
IEFA | 112,227 | $8,329 | 03/31/2024 |
Botty Investors LLC | 117,752 | $8,284 | 12/31/2023 |
IEFA | 117,752 | $8,284 | 12/31/2023 |
Freestone Capital Holdings LLC | 117,315 | $8,253 | 12/31/2023 |
IEFA | 117,315 | $8,253 | 12/31/2023 |
Legacy Capital Wealth Partners LLC | 117,090 | $8,237 | 12/31/2023 |
IEFA | 117,090 | $8,237 | 12/31/2023 |
Patriot Investment Management Inc. | 110,660 | $8,213 | 03/31/2024 |
IEFA | 110,660 | $8,213 | 03/31/2024 |
Mather Group LLC. | 116,065 | $8,165 | 03/31/2024 |
IEFA | 116,065 | $8,165 | 03/31/2024 |
Westside Investment Management Inc. | 109,912 | $8,157 | 03/31/2024 |
IEFA | 109,912 | $8,157 | 03/31/2024 |
Clearstead Advisors LLC | 115,291 | $8,111 | 12/31/2023 |
IEFA | 115,291 | $8,111 | 12/31/2023 |
Rossmore Private Capital | 115,091 | $8,104 | 12/31/2023 |
IEFA | 115,091 | $8,104 | 12/31/2023 |
Chicago Partners Investment Group LLC | 112,041 | $8,103 | 03/31/2024 |
IEFA | 112,041 | $8,103 | 03/31/2024 |
Wells Trecaso Financial Group LLC | 108,967 | $8,088 | 03/31/2024 |
IEFA | 108,967 | $8,088 | 03/31/2024 |
Affinity Capital Advisors LLC | 106,924 | $7,936 | 03/31/2024 |
IEFA | 106,924 | $7,936 | 03/31/2024 |
Charles Schwab Trust Co | 106,554 | $7,908 | 03/31/2024 |
IEFA | 106,554 | $7,908 | 03/31/2024 |
Glenmede Trust Co. NA | 111,808 | $7,866 | 12/31/2023 |
IEFA | 111,808 | $7,866 | 12/31/2023 |
Motive Wealth Advisors | 110,889 | $7,801 | 12/31/2023 |
IEFA | 110,889 | $7,801 | 12/31/2023 |
Allie Family Office LLC | 109,929 | $7,734 | 12/31/2023 |
IEFA | 109,929 | $7,734 | 12/31/2023 |
Country Club Bank GFN | 104,112 | $7,727 | 03/31/2024 |
IEFA | 104,112 | $7,727 | 03/31/2024 |
Stephens Group Asset Management LLC | 104,116 | $7,727 | 03/31/2024 |
IEFA | 104,116 | $7,727 | 03/31/2024 |
Plancorp LLC | 109,141 | $7,678 | 12/31/2023 |
IEFA | 109,141 | $7,678 | 12/31/2023 |
Defined Wealth Management LLC | 103,036 | $7,647 | 03/31/2024 |
IEFA | 103,036 | $7,647 | 03/31/2024 |
Jackson Hole Capital Partners LLC | 107,839 | $7,586 | 12/31/2023 |
IEFA | 107,839 | $7,586 | 12/31/2023 |
Axxcess Wealth Management LLC | 107,663 | $7,574 | 12/31/2023 |
IEFA | 107,663 | $7,574 | 12/31/2023 |
Horizon Bancorp Inc. IN | 101,799 | $7,556 | 03/31/2024 |
IEFA | 101,799 | $7,556 | 03/31/2024 |
Life Planning Partners Inc | 107,366 | $7,553 | 12/31/2023 |
IEFA | 107,366 | $7,553 | 12/31/2023 |
Cim Investment Mangement Inc. | 106,614 | $7,500 | 12/31/2023 |
IEFA | 106,614 | $7,500 | 12/31/2023 |
Evergreen Capital Management LLC | 106,579 | $7,498 | 12/31/2023 |
IEFA | 106,579 | $7,498 | 12/31/2023 |
Omega Financial Group LLC | 100,939 | $7,492 | 03/31/2024 |
IEFA | 100,939 | $7,492 | 03/31/2024 |
Smith Salley & Associates | 105,608 | $7,430 | 12/31/2023 |
IEFA | 105,608 | $7,430 | 12/31/2023 |
JNB Advisors LLC | 105,312 | $7,409 | 12/31/2023 |
IEFA | 105,312 | $7,409 | 12/31/2023 |
Ironsides Asset Advisors LLC | 105,241 | $7,404 | 12/31/2023 |
IEFA | 105,241 | $7,404 | 12/31/2023 |
Armbruster Capital Management Inc. | 105,156 | $7,398 | 12/31/2023 |
IEFA | 105,156 | $7,398 | 12/31/2023 |
Simplicity Wealth LLC | 99,629 | $7,394 | 03/31/2024 |
IEFA | 99,629 | $7,394 | 03/31/2024 |
King Wealth | 104,871 | $7,378 | 12/31/2023 |
IEFA | 104,871 | $7,378 | 12/31/2023 |
Park Place Capital Corp | 98,434 | $7,306 | 03/31/2024 |
IEFA | 98,434 | $7,306 | 03/31/2024 |
Sawgrass Asset Management LLC | 103,720 | $7,297 | 12/31/2023 |
IEFA | 103,720 | $7,297 | 12/31/2023 |
Columbia Trust Co 01012016 | 102,449 | $7,207 | 12/31/2023 |
IEFA | 102,449 | $7,207 | 12/31/2023 |
SWP Financial LLC | 102,414 | $7,205 | 12/31/2023 |
IEFA | 102,414 | $7,205 | 12/31/2023 |
Tritonpoint Wealth LLC | 97,004 | $7,200 | 03/31/2024 |
IEFA | 97,004 | $7,200 | 03/31/2024 |
Widmann Financial Services Inc. | 100,414 | $7,064 | 12/31/2023 |
IEFA | 100,414 | $7,064 | 12/31/2023 |
Richard W. Paul & Associates LLC | 100,411 | $7,064 | 12/31/2023 |
IEFA | 100,411 | $7,064 | 12/31/2023 |
Transcend Wealth Collective LLC | 99,717 | $7,015 | 12/31/2023 |
IEFA | 99,717 | $7,015 | 12/31/2023 |
Pegasus Partners Ltd. | 94,496 | $7,013 | 03/31/2024 |
IEFA | 94,496 | $7,013 | 03/31/2024 |
Eldridge Investment Advisors Inc. | 99,646 | $7,010 | 12/31/2023 |
IEFA | 99,646 | $7,010 | 12/31/2023 |
Per Stirling Capital Management LLC. | 99,186 | $6,978 | 12/31/2023 |
IEFA | 99,186 | $6,978 | 12/31/2023 |
Avion Wealth | 99,121 | $6,973 | 12/31/2023 |
IEFA | 99,121 | $6,973 | 12/31/2023 |
Trust Co. of Virginia VA | 93,641 | $6,950 | 03/31/2024 |
IEFA | 93,641 | $6,950 | 03/31/2024 |
Oakwell Private Wealth Management LLC | 93,315 | $6,926 | 03/31/2024 |
IEFA | 93,315 | $6,926 | 03/31/2024 |
Claro Advisors LLC | 93,161 | $6,914 | 03/31/2024 |
IEFA | 93,161 | $6,914 | 03/31/2024 |
Red Tortoise LLC | 93,044 | $6,906 | 03/31/2024 |
IEFA | 93,044 | $6,906 | 03/31/2024 |
Prospera Financial Services Inc | 98,038 | $6,897 | 12/31/2023 |
IEFA | 98,038 | $6,897 | 12/31/2023 |
Foundry Financial Group Inc. | 97,995 | $6,894 | 12/31/2023 |
IEFA | 97,995 | $6,894 | 12/31/2023 |
Fundamentun LLC | 92,762 | $6,885 | 03/31/2024 |
IEFA | 92,762 | $6,885 | 03/31/2024 |
Waldron Private Wealth LLC | 97,762 | $6,877 | 12/31/2023 |
IEFA | 97,762 | $6,877 | 12/31/2023 |
Csenge Advisory Group | 96,903 | $6,817 | 12/31/2023 |
IEFA | 96,903 | $6,817 | 12/31/2023 |
Cornerstone Advisory LLC | 96,467 | $6,786 | 12/31/2023 |
IEFA | 96,467 | $6,786 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 91,218 | $6,770 | 03/31/2024 |
IEFA | 91,218 | $6,770 | 03/31/2024 |
Aprio Wealth Management LLC | 90,547 | $6,720 | 03/31/2024 |
IEFA | 90,547 | $6,720 | 03/31/2024 |
Wade Financial Advisory Inc | 95,039 | $6,686 | 12/31/2023 |
IEFA | 95,039 | $6,686 | 12/31/2023 |
Insight 2811 Inc. | 94,736 | $6,665 | 12/31/2023 |
IEFA | 94,736 | $6,665 | 12/31/2023 |
MA Private Wealth | 94,020 | $6,614 | 12/31/2023 |
IEFA | 94,020 | $6,614 | 12/31/2023 |
State of Tennessee Treasury Department | 93,731 | $6,594 | 12/31/2023 |
IEFA | 93,731 | $6,594 | 12/31/2023 |
YHB Investment Advisors Inc. | 93,646 | $6,588 | 12/31/2023 |
IEFA | 93,646 | $6,588 | 12/31/2023 |
HB Wealth Management LLC | 93,368 | $6,568 | 12/31/2023 |
IEFA | 93,368 | $6,568 | 12/31/2023 |
Financial Advisory Corp UT ADV | 87,798 | $6,516 | 03/31/2024 |
IEFA | 87,798 | $6,516 | 03/31/2024 |
Rodgers & Associates LTD | 91,338 | $6,426 | 12/31/2023 |
IEFA | 91,338 | $6,426 | 12/31/2023 |
Acorn Creek Capital LLC | 86,367 | $6,410 | 03/31/2024 |
IEFA | 86,367 | $6,410 | 03/31/2024 |
First Merchants Corp | 85,265 | $6,328 | 03/31/2024 |
IEFA | 85,265 | $6,328 | 03/31/2024 |
TRUE Private Wealth Advisors | 89,838 | $6,320 | 12/31/2023 |
IEFA | 89,838 | $6,320 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 89,301 | $6,282 | 12/31/2023 |
IEFA | 89,301 | $6,282 | 12/31/2023 |
Beacon Harbor Wealth Advisors Inc. | 89,191 | $6,275 | 12/31/2023 |
IEFA | 89,191 | $6,275 | 12/31/2023 |
Continuum Advisory LLC | 88,547 | $6,229 | 12/31/2023 |
IEFA | 88,547 | $6,229 | 12/31/2023 |
Providence Capital Advisors LLC | 87,872 | $6,182 | 12/31/2023 |
IEFA | 87,872 | $6,182 | 12/31/2023 |
Birchcreek Wealth Management LLC | 87,371 | $6,147 | 12/31/2023 |
IEFA | 87,371 | $6,147 | 12/31/2023 |
AGF Management Ltd. | 87,346 | $6,145 | 12/31/2023 |
IEFA | 87,346 | $6,145 | 12/31/2023 |
Planned Solutions Inc. | 87,169 | $6,132 | 12/31/2023 |
IEFA | 87,169 | $6,132 | 12/31/2023 |
Fairway Wealth LLC | 86,962 | $6,118 | 12/31/2023 |
IEFA | 86,962 | $6,118 | 12/31/2023 |
Emerald Advisors LLC | 82,316 | $6,110 | 03/31/2024 |
IEFA | 82,316 | $6,110 | 03/31/2024 |
Calamos Wealth Management LLC | 86,682 | $6,098 | 12/31/2023 |
IEFA | 86,682 | $6,098 | 12/31/2023 |
Sawtooth Solutions LLC | 86,595 | $6,092 | 12/31/2023 |
IEFA | 86,595 | $6,092 | 12/31/2023 |
Montz Harcus Wealth Management LLC | 86,145 | $6,060 | 12/31/2023 |
IEFA | 86,145 | $6,060 | 12/31/2023 |
Private Trust Co. NA | 81,098 | $6,019 | 03/31/2024 |
IEFA | 81,098 | $6,019 | 03/31/2024 |
Paladin Advisory Group LLC | 84,809 | $5,966 | 12/31/2023 |
IEFA | 84,809 | $5,966 | 12/31/2023 |
Mayflower Financial Advisors LLC | 83,808 | $5,896 | 12/31/2023 |
IEFA | 83,808 | $5,896 | 12/31/2023 |
Laurel Wealth Advisors LLC | 83,758 | $5,892 | 12/31/2023 |
IEFA | 83,758 | $5,892 | 12/31/2023 |
Leuthold Group LLC | 82,252 | $5,786 | 12/31/2023 |
IEFA | 82,252 | $5,786 | 12/31/2023 |
Next Capital Management LLC | 81,371 | $5,724 | 12/31/2023 |
IEFA | 81,371 | $5,724 | 12/31/2023 |
Outlook Wealth Advisors LLC | 76,729 | $5,695 | 03/31/2024 |
IEFA | 76,729 | $5,695 | 03/31/2024 |
Cahaba Wealth Management Inc. | 76,424 | $5,672 | 03/31/2024 |
IEFA | 76,424 | $5,672 | 03/31/2024 |
DRW Securities LLC | 80,160 | $5,639 | 12/31/2023 |
IEFA | 80,160 | $5,639 | 12/31/2023 |
Deutsche Bank AG | 80,049 | $5,631 | 12/31/2023 |
IEFA | 80,049 | $5,631 | 12/31/2023 |
Wade G W & Inc. | 79,912 | $5,622 | 12/31/2023 |
IEFA | 79,912 | $5,622 | 12/31/2023 |
Visionary Wealth Advisors | 79,827 | $5,616 | 12/31/2023 |
IEFA | 79,827 | $5,616 | 12/31/2023 |
Regal Investment Advisors LLC | 79,175 | $5,570 | 12/31/2023 |
IEFA | 79,175 | $5,570 | 12/31/2023 |
Wealth Dimensions Group Ltd. | 78,933 | $5,553 | 12/31/2023 |
IEFA | 78,933 | $5,553 | 12/31/2023 |
Moody National Bank Trust Division | 74,744 | $5,548 | 03/31/2024 |
IEFA | 74,744 | $5,548 | 03/31/2024 |
Legacy Financial Advisors Inc. | 77,467 | $5,450 | 12/31/2023 |
IEFA | 77,467 | $5,450 | 12/31/2023 |
Aspen Investment Management Inc | 76,959 | $5,414 | 12/31/2023 |
IEFA | 76,959 | $5,414 | 12/31/2023 |
Aspen Wealth Strategies LLC | 76,564 | $5,386 | 12/31/2023 |
IEFA | 76,564 | $5,386 | 12/31/2023 |
Relyea Zuckerberg Hanson LLC | 72,523 | $5,383 | 03/31/2024 |
IEFA | 72,523 | $5,383 | 03/31/2024 |
Auour Investments LLC | 77,915 | $5,372 | 12/31/2023 |
IEFA | 77,915 | $5,372 | 12/31/2023 |
Telos Capital Management Inc. | 72,350 | $5,370 | 03/31/2024 |
IEFA | 72,350 | $5,370 | 03/31/2024 |
Element Pointe Advisors LLC | 76,242 | $5,364 | 12/31/2023 |
IEFA | 76,242 | $5,364 | 12/31/2023 |
Alliance Wealth Management Group | 76,217 | $5,362 | 12/31/2023 |
IEFA | 76,217 | $5,362 | 12/31/2023 |
Fortress Wealth Management Inc. | 72,195 | $5,358 | 03/31/2024 |
IEFA | 72,195 | $5,358 | 03/31/2024 |
Urban Financial Advisory Corp | 75,730 | $5,328 | 12/31/2023 |
IEFA | 75,730 | $5,328 | 12/31/2023 |
Symphony Financial Ltd. Co. | 71,224 | $5,286 | 03/31/2024 |
IEFA | 71,224 | $5,286 | 03/31/2024 |
Brio Consultants LLC | 74,703 | $5,255 | 12/31/2023 |
IEFA | 74,703 | $5,255 | 12/31/2023 |
Segment Wealth Management LLC | 70,445 | $5,228 | 03/31/2024 |
IEFA | 70,445 | $5,228 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 73,543 | $5,174 | 12/31/2023 |
IEFA | 73,543 | $5,174 | 12/31/2023 |
Signature Securities Group Corporation | 69,586 | $5,165 | 03/31/2024 |
IEFA | 69,586 | $5,165 | 03/31/2024 |
AAFCPAs Wealth Management LLC | 73,301 | $5,157 | 12/31/2023 |
IEFA | 73,301 | $5,157 | 12/31/2023 |
Investment Partners LTD. | 68,943 | $5,117 | 03/31/2024 |
IEFA | 68,943 | $5,117 | 03/31/2024 |
Financial Synergies Wealth Advisors Inc. | 68,850 | $5,110 | 03/31/2024 |
IEFA | 68,850 | $5,110 | 03/31/2024 |
Millennium Management LLC | 72,018 | $5,066 | 12/31/2023 |
IEFA | 72,018 | $5,066 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 68,083 | $5,053 | 03/31/2024 |
IEFA | 68,083 | $5,053 | 03/31/2024 |
Great Valley Advisor Group Inc. | 71,639 | $5,040 | 12/31/2023 |
IEFA | 71,639 | $5,040 | 12/31/2023 |
Atlas Private Wealth Management | 67,704 | $5,025 | 03/31/2024 |
IEFA | 67,704 | $5,025 | 03/31/2024 |
Apella Capital LLC | 67,919 | $5,014 | 03/31/2024 |
IEFA | 67,919 | $5,014 | 03/31/2024 |
Mutual Advisors LLC | 71,274 | $5,014 | 12/31/2023 |
IEFA | 71,274 | $5,014 | 12/31/2023 |
Cypress Financial Planning LLC | 67,411 | $5,003 | 03/31/2024 |
IEFA | 67,411 | $5,003 | 03/31/2024 |
Lincoln National Corp | 71,061 | $4,999 | 12/31/2023 |
IEFA | 71,061 | $4,999 | 12/31/2023 |
Western Wealth Management LLC | 70,543 | $4,963 | 12/31/2023 |
IEFA | 70,543 | $4,963 | 12/31/2023 |
Capital Investment Advisory Services LLC | 70,449 | $4,956 | 12/31/2023 |
IEFA | 70,449 | $4,956 | 12/31/2023 |
EP Wealth Advisors LLC | 69,409 | $4,883 | 12/31/2023 |
IEFA | 69,409 | $4,883 | 12/31/2023 |
Tanglewood Wealth Management Inc. | 69,251 | $4,872 | 12/31/2023 |
IEFA | 69,251 | $4,872 | 12/31/2023 |
Bleakley Financial Group LLC | 68,799 | $4,840 | 12/31/2023 |
IEFA | 68,799 | $4,840 | 12/31/2023 |
Beacon Bridge Wealth Partners LLC | 68,242 | $4,801 | 12/31/2023 |
IEFA | 68,242 | $4,801 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 68,009 | $4,784 | 12/31/2023 |
IEFA | 68,009 | $4,784 | 12/31/2023 |
Roble Belko & Company Inc | 64,129 | $4,760 | 03/31/2024 |
IEFA | 64,129 | $4,760 | 03/31/2024 |
Fairview Capital Investment Management LLC | 67,521 | $4,750 | 12/31/2023 |
IEFA | 67,521 | $4,750 | 12/31/2023 |
IHT Wealth Management LLC | 67,421 | $4,743 | 12/31/2023 |
IEFA | 67,421 | $4,743 | 12/31/2023 |
CFS Investment Advisory Services LLC | 66,943 | $4,709 | 12/31/2023 |
IEFA | 66,943 | $4,709 | 12/31/2023 |
Boston Research & Management Inc. | 66,857 | $4,703 | 12/31/2023 |
IEFA | 66,857 | $4,703 | 12/31/2023 |
Waypoint Wealth Partners Inc. | 63,099 | $4,683 | 03/31/2024 |
IEFA | 63,099 | $4,683 | 03/31/2024 |
Spinnaker Trust | 66,570 | $4,683 | 12/31/2023 |
IEFA | 66,570 | $4,683 | 12/31/2023 |
Manhattan West Asset Management LLC | 66,179 | $4,656 | 12/31/2023 |
IEFA | 66,179 | $4,656 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 65,671 | $4,620 | 12/31/2023 |
IEFA | 65,671 | $4,620 | 12/31/2023 |
Bray Capital Advisors | 65,535 | $4,610 | 12/31/2023 |
IEFA | 65,535 | $4,610 | 12/31/2023 |
Bowman & Co S.C. | 62,031 | $4,604 | 03/31/2024 |
IEFA | 62,031 | $4,604 | 03/31/2024 |
Acima Private Wealth LLC | 64,977 | $4,571 | 12/31/2023 |
IEFA | 64,977 | $4,571 | 12/31/2023 |
Baron Silver Stevens Financial Advisors LLC | 64,538 | $4,540 | 12/31/2023 |
IEFA | 64,538 | $4,540 | 12/31/2023 |
MidWestOne Financial Group Inc. | 63,540 | $4,470 | 12/31/2023 |
IEFA | 63,540 | $4,470 | 12/31/2023 |
TAGStone Capital Inc. | 63,097 | $4,439 | 12/31/2023 |
IEFA | 63,097 | $4,439 | 12/31/2023 |
Seldon Capital LP | 62,425 | $4,392 | 12/31/2023 |
IEFA | 62,425 | $4,392 | 12/31/2023 |
Sigma Planning Corp | 62,207 | $4,376 | 12/31/2023 |
IEFA | 62,207 | $4,376 | 12/31/2023 |
Parkside Financial Bank & Trust | 62,185 | $4,375 | 12/31/2023 |
IEFA | 62,185 | $4,375 | 12/31/2023 |
Heritage Wealth Management LLC | 58,317 | $4,328 | 03/31/2024 |
IEFA | 58,317 | $4,328 | 03/31/2024 |
Interchange Capital Partners LLC | 61,583 | $4,317 | 12/31/2023 |
IEFA | 61,583 | $4,317 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 55,738 | $4,306 | 03/31/2024 |
IEFA | 55,738 | $4,306 | 03/31/2024 |
Harbor Investment Advisory LLC | 57,896 | $4,297 | 03/31/2024 |
IEFA | 57,896 | $4,297 | 03/31/2024 |
Signet Financial Management LLC | 57,894 | $4,297 | 03/31/2024 |
IEFA | 57,894 | $4,297 | 03/31/2024 |
Fiduciary Group LLC | 60,948 | $4,288 | 12/31/2023 |
IEFA | 60,948 | $4,288 | 12/31/2023 |
Frontier Asset Management LLC | 60,839 | $4,280 | 12/31/2023 |
IEFA | 60,839 | $4,280 | 12/31/2023 |
TFB Advisors LLC | 60,751 | $4,274 | 12/31/2023 |
IEFA | 60,751 | $4,274 | 12/31/2023 |
Traveka Wealth LLC | 57,494 | $4,267 | 03/31/2024 |
IEFA | 57,494 | $4,267 | 03/31/2024 |
Personal Resources Investment & Strategic Management Inc. | 57,440 | $4,263 | 03/31/2024 |
IEFA | 57,440 | $4,263 | 03/31/2024 |
Greenwood Capital Associates LLC | 60,561 | $4,260 | 12/31/2023 |
IEFA | 60,561 | $4,260 | 12/31/2023 |
OneAscent Wealth Management LLC | 57,141 | $4,241 | 03/31/2024 |
IEFA | 57,141 | $4,241 | 03/31/2024 |
Aspect Partners LLC | 59,682 | $4,199 | 12/31/2023 |
IEFA | 59,682 | $4,199 | 12/31/2023 |
High Net Worth Advisory Group LLC | 56,334 | $4,181 | 03/31/2024 |
IEFA | 56,334 | $4,181 | 03/31/2024 |
Sunbelt Securities Inc. | 56,179 | $4,170 | 03/31/2024 |
IEFA | 56,179 | $4,170 | 03/31/2024 |
Clayton Financial Group LLC | 59,138 | $4,160 | 12/31/2023 |
IEFA | 59,138 | $4,160 | 12/31/2023 |
Wealth Alliance | 59,118 | $4,159 | 12/31/2023 |
IEFA | 59,118 | $4,159 | 12/31/2023 |
Summit Financial LLC | 56,009 | $4,157 | 03/31/2024 |
IEFA | 56,009 | $4,157 | 03/31/2024 |
ADE LLC | 55,923 | $4,151 | 03/31/2024 |
IEFA | 55,923 | $4,151 | 03/31/2024 |
LongView Wealth Management | 55,809 | $4,142 | 03/31/2024 |
IEFA | 55,809 | $4,142 | 03/31/2024 |
Farrow Financial Inc. | 58,811 | $4,137 | 12/31/2023 |
IEFA | 58,811 | $4,137 | 12/31/2023 |
Invera Wealth Advisors LLC | 58,395 | $4,133 | 03/31/2024 |
IEFA | 58,395 | $4,133 | 03/31/2024 |
Hilltop Holdings Inc. | 58,714 | $4,131 | 12/31/2023 |
IEFA | 58,714 | $4,131 | 12/31/2023 |
Confluence Wealth Services Inc. | 55,068 | $4,087 | 03/31/2024 |
IEFA | 55,068 | $4,087 | 03/31/2024 |
Global Trust Asset Management LLC | 54,896 | $4,074 | 03/31/2024 |
IEFA | 54,896 | $4,074 | 03/31/2024 |
Nisa Investment Advisors LLC | 57,800 | $4,066 | 12/31/2023 |
IEFA | 57,800 | $4,066 | 12/31/2023 |
Townsquare Capital LLC | 57,167 | $4,022 | 12/31/2023 |
IEFA | 57,167 | $4,022 | 12/31/2023 |
Kowal Investment Group LLC | 53,921 | $4,002 | 03/31/2024 |
IEFA | 53,921 | $4,002 | 03/31/2024 |
Trust Point Inc. | 53,692 | $3,985 | 03/31/2024 |
IEFA | 53,692 | $3,985 | 03/31/2024 |
Beirne Wealth Consulting Services LLC | 56,327 | $3,964 | 12/31/2023 |
IEFA | 56,327 | $3,964 | 12/31/2023 |
Consolidated Planning Corp | 56,087 | $3,946 | 12/31/2023 |
IEFA | 56,087 | $3,946 | 12/31/2023 |
Smith Shellnut Wilson LLC ADV | 56,064 | $3,944 | 12/31/2023 |
IEFA | 56,064 | $3,944 | 12/31/2023 |
IFG Advisory LLC | 55,546 | $3,908 | 12/31/2023 |
IEFA | 55,546 | $3,908 | 12/31/2023 |
Fifth Third Securities Inc. | 52,281 | $3,880 | 03/31/2024 |
IEFA | 52,281 | $3,880 | 03/31/2024 |
Windward Private Wealth Management Inc. | 54,992 | $3,869 | 12/31/2023 |
IEFA | 54,992 | $3,869 | 12/31/2023 |
Arete Wealth Advisors LLC | 54,799 | $3,855 | 12/31/2023 |
IEFA | 54,799 | $3,855 | 12/31/2023 |
Soltis Investment Advisors LLC | 54,662 | $3,846 | 12/31/2023 |
IEFA | 54,662 | $3,846 | 12/31/2023 |
CVA Family Office LLC | 51,615 | $3,831 | 03/31/2024 |
IEFA | 51,615 | $3,831 | 03/31/2024 |
Hubbell Strickland Wealth Management LLC | 50,859 | $3,784 | 03/31/2024 |
IEFA | 50,859 | $3,784 | 03/31/2024 |
Centerpoint Advisors LLC | 53,607 | $3,771 | 12/31/2023 |
IEFA | 53,607 | $3,771 | 12/31/2023 |
Summit Trail Advisors LLC | 50,649 | $3,759 | 03/31/2024 |
IEFA | 50,649 | $3,759 | 03/31/2024 |
PACK Private Wealth LLC | 53,287 | $3,749 | 12/31/2023 |
IEFA | 53,287 | $3,749 | 12/31/2023 |
Wsfs Capital Management LLC | 53,033 | $3,731 | 12/31/2023 |
IEFA | 53,033 | $3,731 | 12/31/2023 |
Pensionmark Financial Group LLC | 52,892 | $3,721 | 12/31/2023 |
IEFA | 52,892 | $3,721 | 12/31/2023 |
WCG Wealth Advisors LLC | 52,890 | $3,721 | 12/31/2023 |
IEFA | 52,890 | $3,721 | 12/31/2023 |
One Degree Advisors Inc | 52,917 | $3,681 | 12/31/2023 |
IEFA | 52,917 | $3,681 | 12/31/2023 |
SkyView Investment Advisors LLC | 52,315 | $3,680 | 12/31/2023 |
IEFA | 52,315 | $3,680 | 12/31/2023 |
James J. Burns & Company LLC | 50,124 | $3,678 | 03/31/2024 |
IEFA | 50,124 | $3,678 | 03/31/2024 |
Mount Yale Investment Advisors LLC | 52,252 | $3,676 | 12/31/2023 |
IEFA | 52,252 | $3,676 | 12/31/2023 |
Sequoia Financial Advisors LLC | 52,167 | $3,670 | 12/31/2023 |
IEFA | 52,167 | $3,670 | 12/31/2023 |
Element Wealth LLC | 52,092 | $3,665 | 12/31/2023 |
IEFA | 52,092 | $3,665 | 12/31/2023 |
Oppenheimer & Co. Inc. | 51,954 | $3,655 | 12/31/2023 |
IEFA | 51,954 | $3,655 | 12/31/2023 |
J.W. Cole Advisors Inc. | 51,623 | $3,632 | 12/31/2023 |
IEFA | 51,623 | $3,632 | 12/31/2023 |
Chesley Taft & Associates LLC | 48,515 | $3,601 | 03/31/2024 |
IEFA | 48,515 | $3,601 | 03/31/2024 |
First United Bank Trust | 51,051 | $3,591 | 12/31/2023 |
IEFA | 51,051 | $3,591 | 12/31/2023 |
GeoWealth Management LLC | 50,916 | $3,583 | 12/31/2023 |
IEFA | 50,916 | $3,583 | 12/31/2023 |
Wellington Wealth Strategies LLC. | 50,789 | $3,573 | 12/31/2023 |
IEFA | 50,789 | $3,573 | 12/31/2023 |
Swmg LLC | 50,508 | $3,553 | 12/31/2023 |
IEFA | 50,508 | $3,553 | 12/31/2023 |
Eley Financial Management Inc | 50,406 | $3,546 | 12/31/2023 |
IEFA | 50,406 | $3,546 | 12/31/2023 |
Lido Advisors LLC | 50,287 | $3,538 | 12/31/2023 |
IEFA | 50,287 | $3,538 | 12/31/2023 |
Brooklyn FI LLC | 47,475 | $3,524 | 03/31/2024 |
IEFA | 47,475 | $3,524 | 03/31/2024 |
Argent Trust Co | 50,079 | $3,523 | 12/31/2023 |
IEFA | 50,079 | $3,523 | 12/31/2023 |
JGP Wealth Management LLC | 47,099 | $3,496 | 03/31/2024 |
IEFA | 47,099 | $3,496 | 03/31/2024 |
LM Advisors LLC | 49,191 | $3,461 | 12/31/2023 |
IEFA | 49,191 | $3,461 | 12/31/2023 |
Patton Albertson Miller Group LLC | 45,990 | $3,413 | 03/31/2024 |
IEFA | 45,990 | $3,413 | 03/31/2024 |
PrairieView Partners LLC | 48,515 | $3,413 | 12/31/2023 |
IEFA | 48,515 | $3,413 | 12/31/2023 |
Certified Advisory Corp | 48,387 | $3,404 | 12/31/2023 |
IEFA | 48,387 | $3,404 | 12/31/2023 |
Kanawha Capital Management LLC | 48,325 | $3,400 | 12/31/2023 |
IEFA | 48,325 | $3,400 | 12/31/2023 |
Howe & Rusling Inc. | 48,082 | $3,383 | 12/31/2023 |
IEFA | 48,082 | $3,383 | 12/31/2023 |
Hamilton Wealth LLC | 47,970 | $3,375 | 12/31/2023 |
IEFA | 47,970 | $3,375 | 12/31/2023 |
Orrstown Financial Services Inc. | 45,465 | $3,374 | 03/31/2024 |
IEFA | 45,465 | $3,374 | 03/31/2024 |
Financial Advisory Service Inc. | 47,534 | $3,344 | 12/31/2023 |
IEFA | 47,534 | $3,344 | 12/31/2023 |
Wealthsource Partners LLC | 47,491 | $3,341 | 12/31/2023 |
IEFA | 47,491 | $3,341 | 12/31/2023 |
Monument Capital Management | 44,987 | $3,339 | 03/31/2024 |
IEFA | 44,987 | $3,339 | 03/31/2024 |
Pembroke Management LTD | 47,130 | $3,316 | 12/31/2023 |
IEFA | 47,130 | $3,316 | 12/31/2023 |
Mill Creek Capital Advisors LLC | 47,071 | $3,311 | 12/31/2023 |
IEFA | 47,071 | $3,311 | 12/31/2023 |
Palisade Asset Management LLC | 46,461 | $3,269 | 12/31/2023 |
IEFA | 46,461 | $3,269 | 12/31/2023 |
Bigelow Investment Advisors LLC | 46,281 | $3,256 | 12/31/2023 |
IEFA | 46,281 | $3,256 | 12/31/2023 |
Nepc LLC | 46,197 | $3,250 | 12/31/2023 |
IEFA | 46,197 | $3,250 | 12/31/2023 |
Brown Wealth Management LLC | 46,116 | $3,244 | 12/31/2023 |
IEFA | 46,116 | $3,244 | 12/31/2023 |
Phillips Financial Management LLC | 43,620 | $3,237 | 03/31/2024 |
IEFA | 43,620 | $3,237 | 03/31/2024 |
Hollencrest Capital Management | 45,614 | $3,209 | 12/31/2023 |
IEFA | 45,614 | $3,209 | 12/31/2023 |
Boyd Wealth Management LLC | 43,222 | $3,208 | 03/31/2024 |
IEFA | 43,222 | $3,208 | 03/31/2024 |
Aletheian Wealth Advisors LLC | 42,584 | $3,161 | 03/31/2024 |
IEFA | 42,584 | $3,161 | 03/31/2024 |
Okabena Investment Services Inc. | 44,443 | $3,127 | 12/31/2023 |
IEFA | 44,443 | $3,127 | 12/31/2023 |
GTS Securities LLC | 44,142 | $3,105 | 12/31/2023 |
IEFA | 44,142 | $3,105 | 12/31/2023 |
Source Financial Advisors LLC | 44,017 | $3,097 | 12/31/2023 |
IEFA | 44,017 | $3,097 | 12/31/2023 |
Wakefield Asset Management LLLP | 43,855 | $3,085 | 12/31/2023 |
IEFA | 43,855 | $3,085 | 12/31/2023 |
Private Client Services LLC | 43,693 | $3,074 | 12/31/2023 |
IEFA | 43,693 | $3,074 | 12/31/2023 |
Ameritas Advisory Services LLC | 43,711 | $3,073 | 12/31/2023 |
IEFA | 43,711 | $3,073 | 12/31/2023 |
Islay Capital Management LLC | 43,546 | $3,063 | 12/31/2023 |
IEFA | 43,546 | $3,063 | 12/31/2023 |
CSM Advisors LLC | 43,474 | $3,058 | 12/31/2023 |
IEFA | 43,474 | $3,058 | 12/31/2023 |
Ellis Investment Partners LLC | 41,127 | $3,052 | 03/31/2024 |
IEFA | 41,127 | $3,052 | 03/31/2024 |
Fi3 FINANCIAL ADVISORS LLC | 43,295 | $3,046 | 12/31/2023 |
IEFA | 43,295 | $3,046 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 42,869 | $3,016 | 12/31/2023 |
IEFA | 42,869 | $3,016 | 12/31/2023 |
Clear Investment Research LLC | 42,862 | $3,015 | 12/31/2023 |
IEFA | 42,862 | $3,015 | 12/31/2023 |
Hennion & Walsh Asset Management Inc. | 40,558 | $3,010 | 03/31/2024 |
IEFA | 40,558 | $3,010 | 03/31/2024 |
Brookstone Capital Management | 40,505 | $3,006 | 03/31/2024 |
IEFA | 40,505 | $3,006 | 03/31/2024 |
Wealthcare Advisory Partners LLC | 40,415 | $3,000 | 03/31/2024 |
IEFA | 40,415 | $3,000 | 03/31/2024 |
Petix & Botte Co | 42,503 | $2,990 | 12/31/2023 |
IEFA | 42,503 | $2,990 | 12/31/2023 |
Endowment Wealth Management Inc. | 42,418 | $2,984 | 12/31/2023 |
IEFA | 42,418 | $2,984 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 42,142 | $2,965 | 12/31/2023 |
IEFA | 42,142 | $2,965 | 12/31/2023 |
Legacy Trust | 39,460 | $2,929 | 03/31/2024 |
IEFA | 39,460 | $2,929 | 03/31/2024 |
Nwam LLC | 41,560 | $2,924 | 12/31/2023 |
IEFA | 41,560 | $2,924 | 12/31/2023 |
Patten Group Inc. | 39,290 | $2,916 | 03/31/2024 |
IEFA | 39,290 | $2,916 | 03/31/2024 |
Choate Investment Advisors | 41,286 | $2,904 | 12/31/2023 |
IEFA | 41,286 | $2,904 | 12/31/2023 |
Accurate Wealth Management LLC | 40,759 | $2,885 | 03/31/2024 |
IEFA | 40,759 | $2,885 | 03/31/2024 |
Canvas Wealth Advisors LLC | 40,360 | $2,864 | 03/31/2024 |
IEFA | 40,360 | $2,864 | 03/31/2024 |
Warren Averett Asset Management LLC | 40,632 | $2,858 | 12/31/2023 |
IEFA | 40,632 | $2,858 | 12/31/2023 |
Hofer & Associates. Inc | 38,468 | $2,855 | 03/31/2024 |
IEFA | 38,468 | $2,855 | 03/31/2024 |
Leavell Investment Management Inc. | 38,307 | $2,843 | 03/31/2024 |
IEFA | 38,307 | $2,843 | 03/31/2024 |
OxenFree Capital LLC | 38,147 | $2,831 | 03/31/2024 |
IEFA | 38,147 | $2,831 | 03/31/2024 |
Madison Wealth Partners Inc | 39,954 | $2,811 | 12/31/2023 |
IEFA | 39,954 | $2,811 | 12/31/2023 |
Roundview Capital LLC | 39,881 | $2,806 | 12/31/2023 |
IEFA | 39,881 | $2,806 | 12/31/2023 |
Annapolis Financial Services LLC | 37,721 | $2,800 | 03/31/2024 |
IEFA | 37,721 | $2,800 | 03/31/2024 |
Green Square Capital Advisors LLC | 39,737 | $2,795 | 12/31/2023 |
IEFA | 39,737 | $2,795 | 12/31/2023 |
Dravo Bay LLC | 39,711 | $2,794 | 12/31/2023 |
IEFA | 39,711 | $2,794 | 12/31/2023 |
D.A. Davidson & CO. | 39,634 | $2,788 | 12/31/2023 |
IEFA | 39,634 | $2,788 | 12/31/2023 |
Ascent Group LLC | 39,569 | $2,779 | 12/31/2023 |
IEFA | 39,569 | $2,779 | 12/31/2023 |
CIBC Private Wealth Group LLC | 39,430 | $2,774 | 12/31/2023 |
IEFA | 39,430 | $2,774 | 12/31/2023 |
Spectrum Wealth Counsel LLC | 39,158 | $2,755 | 12/31/2023 |
IEFA | 39,158 | $2,755 | 12/31/2023 |
Macroview Investment Management LLC | 38,855 | $2,733 | 12/31/2023 |
IEFA | 38,855 | $2,733 | 12/31/2023 |
ORG Partners LLC | 38,646 | $2,720 | 12/31/2023 |
IEFA | 38,646 | $2,720 | 12/31/2023 |
Peak Financial Management Inc. | 36,621 | $2,718 | 03/31/2024 |
IEFA | 36,621 | $2,718 | 03/31/2024 |
Thoroughbred Financial Services LLC | 38,637 | $2,718 | 12/31/2023 |
IEFA | 38,637 | $2,718 | 12/31/2023 |
IFP Advisors Inc | 38,452 | $2,705 | 12/31/2023 |
IEFA | 38,452 | $2,705 | 12/31/2023 |
Lane & Associates LLC | 36,341 | $2,697 | 03/31/2024 |
IEFA | 36,341 | $2,697 | 03/31/2024 |
ICONIQ Capital LLC | 38,339 | $2,697 | 12/31/2023 |
IEFA | 38,339 | $2,697 | 12/31/2023 |
Veracity Capital LLC | 36,013 | $2,673 | 03/31/2024 |
IEFA | 36,013 | $2,673 | 03/31/2024 |
Wedbush Securities Inc. | 37,776 | $2,658 | 12/31/2023 |
IEFA | 37,776 | $2,658 | 12/31/2023 |
Magnus Financial Group LLC | 37,302 | $2,624 | 12/31/2023 |
IEFA | 37,302 | $2,624 | 12/31/2023 |
Certus Wealth Management LLC | 37,251 | $2,621 | 12/31/2023 |
IEFA | 37,251 | $2,621 | 12/31/2023 |
4Thought Financial Group Inc. | 35,290 | $2,619 | 03/31/2024 |
IEFA | 35,290 | $2,619 | 03/31/2024 |
Morton Brown Family Wealth LLC | 35,216 | $2,614 | 03/31/2024 |
IEFA | 35,216 | $2,614 | 03/31/2024 |
WealthCare Investment Partners LLC | 35,183 | $2,611 | 03/31/2024 |
IEFA | 35,183 | $2,611 | 03/31/2024 |
Heritage Trust Co | 36,902 | $2,596 | 12/31/2023 |
IEFA | 36,902 | $2,596 | 12/31/2023 |
MONECO Advisors LLC | 34,593 | $2,568 | 03/31/2024 |
IEFA | 34,593 | $2,568 | 03/31/2024 |
Cynosure Management LLC | 33,571 | $2,543 | 12/31/2023 |
IEFA | 33,571 | $2,543 | 12/31/2023 |
Colton Groome Financial Advisors LLC | 34,143 | $2,534 | 03/31/2024 |
IEFA | 34,143 | $2,534 | 03/31/2024 |
Silvercrest Asset Management Group LLC | 35,739 | $2,514 | 12/31/2023 |
IEFA | 35,739 | $2,514 | 12/31/2023 |
CI Investments Inc. | 35,539 | $2,500 | 12/31/2023 |
IEFA | 35,539 | $2,500 | 12/31/2023 |
Fidelis Capital Partners LLC | 35,538 | $2,500 | 12/31/2023 |
IEFA | 35,538 | $2,500 | 12/31/2023 |
Fountainhead AM LLC | 35,342 | $2,486 | 12/31/2023 |
IEFA | 35,342 | $2,486 | 12/31/2023 |
Wesbanco Bank Inc. | 33,483 | $2,485 | 03/31/2024 |
IEFA | 33,483 | $2,485 | 03/31/2024 |
180 Wealth Advisors LLC | 33,298 | $2,471 | 03/31/2024 |
IEFA | 33,298 | $2,471 | 03/31/2024 |
Coastal Bridge Advisors LLC | 34,808 | $2,449 | 12/31/2023 |
IEFA | 34,808 | $2,449 | 12/31/2023 |
Coastal Investment Advisors Inc. | 32,960 | $2,446 | 03/31/2024 |
IEFA | 32,960 | $2,446 | 03/31/2024 |
PFG Advisors | 34,653 | $2,438 | 12/31/2023 |
IEFA | 34,653 | $2,438 | 12/31/2023 |
3Chopt Investment Partners LLC | 34,660 | $2,438 | 12/31/2023 |
IEFA | 34,660 | $2,438 | 12/31/2023 |
Apeiron RIA LLC | 32,449 | $2,408 | 03/31/2024 |
IEFA | 32,449 | $2,408 | 03/31/2024 |
Summit X LLC | 34,094 | $2,399 | 12/31/2023 |
IEFA | 34,094 | $2,399 | 12/31/2023 |
Cowa LLC | 33,878 | $2,383 | 12/31/2023 |
IEFA | 33,878 | $2,383 | 12/31/2023 |
Evanson Asset Management LLC | 32,016 | $2,376 | 03/31/2024 |
IEFA | 32,016 | $2,376 | 03/31/2024 |
Glenview Trust Co | 33,731 | $2,373 | 12/31/2023 |
IEFA | 33,731 | $2,373 | 12/31/2023 |
Richard P Slaughter Associates Inc | 31,475 | $2,336 | 03/31/2024 |
IEFA | 31,475 | $2,336 | 03/31/2024 |
Brighton Jones LLC | 33,182 | $2,334 | 12/31/2023 |
IEFA | 33,182 | $2,334 | 12/31/2023 |
Benedetti & Gucer Inc. | 33,169 | $2,333 | 12/31/2023 |
IEFA | 33,169 | $2,333 | 12/31/2023 |
Evercore Wealth Management LLC | 33,029 | $2,324 | 12/31/2023 |
IEFA | 33,029 | $2,324 | 12/31/2023 |
Columbus Macro LLC | 31,236 | $2,318 | 03/31/2024 |
IEFA | 31,236 | $2,318 | 03/31/2024 |
Shelton Wealth Management LLC | 32,846 | $2,311 | 12/31/2023 |
IEFA | 32,846 | $2,311 | 12/31/2023 |
Sandy Cove Advisors LLC | 30,797 | $2,286 | 03/31/2024 |
IEFA | 30,797 | $2,286 | 03/31/2024 |
Lee Financial Co | 32,383 | $2,278 | 12/31/2023 |
IEFA | 32,383 | $2,278 | 12/31/2023 |
Wetzel Investment Advisors Inc. | 32,028 | $2,267 | 03/31/2024 |
IEFA | 32,028 | $2,267 | 03/31/2024 |
Capital Advisors Ltd. LLC | 30,443 | $2,259 | 03/31/2024 |
IEFA | 30,443 | $2,259 | 03/31/2024 |
Hallmark Capital Management Inc. | 32,037 | $2,254 | 12/31/2023 |
IEFA | 32,037 | $2,254 | 12/31/2023 |
Kingsview Wealth Management LLC | 32,028 | $2,253 | 12/31/2023 |
IEFA | 32,028 | $2,253 | 12/31/2023 |
CWS Financial Advisors LLC | 31,984 | $2,250 | 12/31/2023 |
IEFA | 31,984 | $2,250 | 12/31/2023 |
Vista Private Wealth Partners. LLC | 32,503 | $2,249 | 12/31/2023 |
IEFA | 32,503 | $2,249 | 12/31/2023 |
North Star Investment Management Corp. | 31,751 | $2,234 | 12/31/2023 |
IEFA | 31,751 | $2,234 | 12/31/2023 |
Quantinno Capital Management LP | 31,759 | $2,234 | 12/31/2023 |
IEFA | 31,759 | $2,234 | 12/31/2023 |
Arcus Capital Partners LLC | 29,882 | $2,218 | 03/31/2024 |
IEFA | 29,882 | $2,218 | 03/31/2024 |
Harbour Investments Inc. | 31,438 | $2,212 | 12/31/2023 |
IEFA | 31,438 | $2,212 | 12/31/2023 |
Williams & Novak LLC | 31,231 | $2,197 | 03/31/2024 |
IEFA | 31,231 | $2,197 | 03/31/2024 |
Wharton Business Group LLC | 31,213 | $2,196 | 12/31/2023 |
IEFA | 31,213 | $2,196 | 12/31/2023 |
GYL Financial Synergies LLC | 31,201 | $2,195 | 12/31/2023 |
IEFA | 31,201 | $2,195 | 12/31/2023 |
LGL Partners LLC | 31,074 | $2,186 | 12/31/2023 |
IEFA | 31,074 | $2,186 | 12/31/2023 |
Parsons Capital Management Inc. RI | 29,424 | $2,184 | 03/31/2024 |
IEFA | 29,424 | $2,184 | 03/31/2024 |
Valmark Advisers Inc. | 30,998 | $2,181 | 12/31/2023 |
IEFA | 30,998 | $2,181 | 12/31/2023 |
Colonial Trust Advisors | 30,728 | $2,162 | 12/31/2023 |
IEFA | 30,728 | $2,162 | 12/31/2023 |
LTG Capital LLC | 30,461 | $2,143 | 12/31/2023 |
IEFA | 30,461 | $2,143 | 12/31/2023 |
Level Four Advisory Services LLC | 30,205 | $2,125 | 12/31/2023 |
IEFA | 30,205 | $2,125 | 12/31/2023 |
ETF Portfolio Partners Inc. | 30,168 | $2,122 | 12/31/2023 |
IEFA | 30,168 | $2,122 | 12/31/2023 |
Stonegate Investment Group LLC | 28,465 | $2,113 | 03/31/2024 |
IEFA | 28,465 | $2,113 | 03/31/2024 |
Wetherby Asset Management Inc. | 29,916 | $2,105 | 12/31/2023 |
IEFA | 29,916 | $2,105 | 12/31/2023 |
CIC Wealth LLC | 28,275 | $2,099 | 03/31/2024 |
IEFA | 28,275 | $2,099 | 03/31/2024 |
Shufro Rose & Co. LLC | 32,624 | $2,099 | 12/31/2023 |
IEFA | 32,624 | $2,099 | 12/31/2023 |
Schiavi & Co LLC | 29,806 | $2,097 | 12/31/2023 |
IEFA | 29,806 | $2,097 | 12/31/2023 |
Rinkey Investments | 29,531 | $2,078 | 12/31/2023 |
IEFA | 29,531 | $2,078 | 12/31/2023 |
Financial Insights Inc. | 27,952 | $2,075 | 03/31/2024 |
IEFA | 27,952 | $2,075 | 03/31/2024 |
Panoramic Investment Advisors LLC | 27,887 | $2,070 | 03/31/2024 |
IEFA | 27,887 | $2,070 | 03/31/2024 |
Independent Advisor Alliance | 29,314 | $2,062 | 12/31/2023 |
IEFA | 29,314 | $2,062 | 12/31/2023 |
New Capital Management LP | 27,425 | $2,035 | 03/31/2024 |
IEFA | 27,425 | $2,035 | 03/31/2024 |
MAS Advisors LLC | 28,753 | $2,023 | 12/31/2023 |
IEFA | 28,753 | $2,023 | 12/31/2023 |
Investment Advisory Group LLC | 28,366 | $1,996 | 12/31/2023 |
IEFA | 28,366 | $1,996 | 12/31/2023 |
KC Investment Advisors LLC | 28,360 | $1,995 | 12/31/2023 |
IEFA | 28,360 | $1,995 | 12/31/2023 |
Atomi Financial Group Inc. | 28,086 | $1,976 | 12/31/2023 |
IEFA | 28,086 | $1,976 | 12/31/2023 |
Fulton Bank N.A. | 26,616 | $1,975 | 03/31/2024 |
IEFA | 26,616 | $1,975 | 03/31/2024 |
Advisors Capital Management LLC | 28,049 | $1,973 | 12/31/2023 |
IEFA | 28,049 | $1,973 | 12/31/2023 |
JDM Financial Group LLC | 28,053 | $1,973 | 12/31/2023 |
IEFA | 28,053 | $1,973 | 12/31/2023 |
Litman Gregory Asset Management LLC | 28,010 | $1,971 | 12/31/2023 |
IEFA | 28,010 | $1,971 | 12/31/2023 |
Bryant Woods Investment Advisors LLC | 27,937 | $1,965 | 12/31/2023 |
IEFA | 27,937 | $1,965 | 12/31/2023 |
SOL Capital Management CO | 26,454 | $1,963 | 03/31/2024 |
IEFA | 26,454 | $1,963 | 03/31/2024 |
Zions Bancorporation N.A. | 27,883 | $1,962 | 12/31/2023 |
IEFA | 27,883 | $1,962 | 12/31/2023 |
Flagship Harbor Advisors LLC | 26,379 | $1,958 | 03/31/2024 |
IEFA | 26,379 | $1,958 | 03/31/2024 |
Northwest Wealth Management LLC | 27,603 | $1,942 | 12/31/2023 |
IEFA | 27,603 | $1,942 | 12/31/2023 |
AlTi Global Inc. | 27,516 | $1,936 | 12/31/2023 |
IEFA | 27,516 | $1,936 | 12/31/2023 |
Ignite Planners LLC | 26,104 | $1,929 | 03/31/2024 |
IEFA | 26,104 | $1,929 | 03/31/2024 |
Lineweaver Wealth Advisors LLC | 27,359 | $1,925 | 12/31/2023 |
IEFA | 27,359 | $1,925 | 12/31/2023 |
Strategic Wealth Partners Group LLC | 27,116 | $1,908 | 12/31/2023 |
IEFA | 27,116 | $1,908 | 12/31/2023 |
St. Louis Trust Co | 27,070 | $1,904 | 12/31/2023 |
IEFA | 27,070 | $1,904 | 12/31/2023 |
Silverlake Wealth Management LLC | 25,323 | $1,879 | 03/31/2024 |
IEFA | 25,323 | $1,879 | 03/31/2024 |
First Bank & Trust | 25,271 | $1,876 | 03/31/2024 |
IEFA | 25,271 | $1,876 | 03/31/2024 |
Highland Financial Advisors LLC | 26,645 | $1,875 | 12/31/2023 |
IEFA | 26,645 | $1,875 | 12/31/2023 |
SlateStone Wealth LLC | 26,155 | $1,840 | 12/31/2023 |
IEFA | 26,155 | $1,840 | 12/31/2023 |
GoalVest Advisory LLC | 24,611 | $1,827 | 03/31/2024 |
IEFA | 24,611 | $1,827 | 03/31/2024 |
Keystone Financial Group | 25,909 | $1,823 | 12/31/2023 |
IEFA | 25,909 | $1,823 | 12/31/2023 |
Sax Wealth Advisors LLC | 25,893 | $1,822 | 12/31/2023 |
IEFA | 25,893 | $1,822 | 12/31/2023 |
Roger Wittlin Investment Advisory LLC | 25,839 | $1,818 | 12/31/2023 |
IEFA | 25,839 | $1,818 | 12/31/2023 |
Invst LLC | 25,766 | $1,804 | 12/31/2023 |
IEFA | 25,766 | $1,804 | 12/31/2023 |
ICA Group Wealth Management LLC | 25,454 | $1,791 | 12/31/2023 |
IEFA | 25,454 | $1,791 | 12/31/2023 |
Occidental Asset Management LLC | 24,050 | $1,785 | 03/31/2024 |
IEFA | 24,050 | $1,785 | 03/31/2024 |
Sentinel Trust Co. LBA | 25,372 | $1,785 | 12/31/2023 |
IEFA | 25,372 | $1,785 | 12/31/2023 |
RHS Financial LLC | 23,987 | $1,780 | 03/31/2024 |
IEFA | 23,987 | $1,780 | 03/31/2024 |
Verdence Capital Advisors LLC | 23,448 | $1,740 | 03/31/2024 |
IEFA | 23,448 | $1,740 | 03/31/2024 |
Godshalk Welsh Capital Management Inc. | 24,721 | $1,739 | 12/31/2023 |
IEFA | 24,721 | $1,739 | 12/31/2023 |
StrongBox Wealth LLC | 24,595 | $1,730 | 12/31/2023 |
IEFA | 24,595 | $1,730 | 12/31/2023 |
Warner Financial Inc. | 23,256 | $1,726 | 03/31/2024 |
IEFA | 23,256 | $1,726 | 03/31/2024 |
Nilsine Partners LLC | 23,193 | $1,721 | 03/31/2024 |
IEFA | 23,193 | $1,721 | 03/31/2024 |
JRM Investment Counsel LLC | 24,421 | $1,718 | 12/31/2023 |
IEFA | 24,421 | $1,718 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 24,041 | $1,691 | 12/31/2023 |
IEFA | 24,041 | $1,691 | 12/31/2023 |
Gilbert & Cook Inc. | 23,932 | $1,684 | 12/31/2023 |
IEFA | 23,932 | $1,684 | 12/31/2023 |
Hassell Wealth Management LLC | 23,950 | $1,682 | 12/31/2023 |
IEFA | 23,950 | $1,682 | 12/31/2023 |
Pallas Capital Advisors LLC | 22,631 | $1,680 | 03/31/2024 |
IEFA | 22,631 | $1,680 | 03/31/2024 |
Howard Financial Services LTD. | 22,575 | $1,676 | 03/31/2024 |
IEFA | 22,575 | $1,676 | 03/31/2024 |
Sound View Wealth Advisors Group LLC | 23,712 | $1,668 | 12/31/2023 |
IEFA | 23,712 | $1,668 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 23,514 | $1,654 | 12/31/2023 |
IEFA | 23,514 | $1,654 | 12/31/2023 |
Arkansas Financial Group Inc. | 22,236 | $1,650 | 03/31/2024 |
IEFA | 22,236 | $1,650 | 03/31/2024 |
AdvisorNet Financial Inc | 22,182 | $1,646 | 03/31/2024 |
IEFA | 22,182 | $1,646 | 03/31/2024 |
Capital Investment Advisors LLC | 22,151 | $1,644 | 03/31/2024 |
IEFA | 22,151 | $1,644 | 03/31/2024 |
Firestone Capital Management | 23,228 | $1,634 | 12/31/2023 |
IEFA | 23,228 | $1,634 | 12/31/2023 |
Colonial Trust Co SC | 23,061 | $1,622 | 12/31/2023 |
IEFA | 23,061 | $1,622 | 12/31/2023 |
Northwest Bancshares Inc. | 22,557 | $1,587 | 12/31/2023 |
IEFA | 22,557 | $1,587 | 12/31/2023 |
Buckingham Strategic Partners | 22,537 | $1,586 | 12/31/2023 |
IEFA | 22,537 | $1,586 | 12/31/2023 |
Wealthfront Advisers LLC | 21,341 | $1,584 | 03/31/2024 |
IEFA | 21,341 | $1,584 | 03/31/2024 |
First Citizens Financial Corp | 22,445 | $1,579 | 12/31/2023 |
IEFA | 22,445 | $1,579 | 12/31/2023 |
Wind River Trust Co | 21,203 | $1,574 | 03/31/2024 |
IEFA | 21,203 | $1,574 | 03/31/2024 |
Sovereign Financial Group Inc. | 21,200 | $1,573 | 03/31/2024 |
IEFA | 21,200 | $1,573 | 03/31/2024 |
Vivaldi Capital Management LLC | 22,759 | $1,573 | 12/31/2023 |
IEFA | 22,759 | $1,573 | 12/31/2023 |
New England Private Wealth Advisors LLC | 22,302 | $1,569 | 12/31/2023 |
IEFA | 22,302 | $1,569 | 12/31/2023 |
Apollon Financial LLC | 22,006 | $1,548 | 12/31/2023 |
IEFA | 22,006 | $1,548 | 12/31/2023 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 21,981 | $1,546 | 12/31/2023 |
IEFA | 21,981 | $1,546 | 12/31/2023 |
Lincoln Capital LLC | 20,668 | $1,534 | 03/31/2024 |
IEFA | 20,668 | $1,534 | 03/31/2024 |
W Advisors LLC | 20,534 | $1,524 | 03/31/2024 |
IEFA | 20,534 | $1,524 | 03/31/2024 |
Seven Post Investment Office LP | 20,507 | $1,522 | 03/31/2024 |
IEFA | 20,507 | $1,522 | 03/31/2024 |
First Financial Bankshares Inc | 21,584 | $1,518 | 12/31/2023 |
IEFA | 21,584 | $1,518 | 12/31/2023 |
JustInvest LLC | 21,546 | $1,516 | 12/31/2023 |
IEFA | 21,546 | $1,516 | 12/31/2023 |
BlueSky Wealth Advisors LLC | 20,363 | $1,511 | 03/31/2024 |
IEFA | 20,363 | $1,511 | 03/31/2024 |
Bristlecone Advisors LLC | 20,090 | $1,491 | 03/31/2024 |
IEFA | 20,090 | $1,491 | 03/31/2024 |
MMA Asset Management LLC | 21,266 | $1,491 | 12/31/2023 |
IEFA | 21,266 | $1,491 | 12/31/2023 |
New Republic Capital LLC | 21,110 | $1,485 | 12/31/2023 |
IEFA | 21,110 | $1,485 | 12/31/2023 |
Arkadios Wealth Advisors | 21,024 | $1,479 | 12/31/2023 |
IEFA | 21,024 | $1,479 | 12/31/2023 |
Blueprint Investment Partners LLC | 20,993 | $1,477 | 12/31/2023 |
IEFA | 20,993 | $1,477 | 12/31/2023 |
Strategic Blueprint LLC | 19,839 | $1,472 | 03/31/2024 |
IEFA | 19,839 | $1,472 | 03/31/2024 |
We Are One Seven LLC | 20,863 | $1,468 | 12/31/2023 |
IEFA | 20,863 | $1,468 | 12/31/2023 |
Cahill Financial Advisors Inc. | 20,828 | $1,465 | 12/31/2023 |
IEFA | 20,828 | $1,465 | 12/31/2023 |
Washington Trust Advisors Inc. | 20,822 | $1,465 | 12/31/2023 |
IEFA | 20,822 | $1,465 | 12/31/2023 |
Great Point Wealth Advisors LLC | 20,817 | $1,464 | 12/31/2023 |
IEFA | 20,817 | $1,464 | 12/31/2023 |
Arrowroot Family Office LLC | 20,793 | $1,463 | 12/31/2023 |
IEFA | 20,793 | $1,463 | 12/31/2023 |
Innealta Capital LLC | 20,701 | $1,456 | 12/31/2023 |
IEFA | 20,701 | $1,456 | 12/31/2023 |
StrategIQ Financial Group LLC | 20,596 | $1,449 | 12/31/2023 |
IEFA | 20,596 | $1,449 | 12/31/2023 |
One Day In July LLC | 19,266 | $1,430 | 03/31/2024 |
IEFA | 19,266 | $1,430 | 03/31/2024 |
Disciplined Investments LLC | 19,257 | $1,429 | 03/31/2024 |
IEFA | 19,257 | $1,429 | 03/31/2024 |
FineMark National Bank & Trust | 20,319 | $1,429 | 12/31/2023 |
IEFA | 20,319 | $1,429 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 19,085 | $1,416 | 03/31/2024 |
IEFA | 19,085 | $1,416 | 03/31/2024 |
Vestcor Inc | 20,101 | $1,414 | 12/31/2023 |
IEFA | 20,101 | $1,414 | 12/31/2023 |
Courage Miller Partners LLC | 18,980 | $1,409 | 03/31/2024 |
IEFA | 18,980 | $1,409 | 03/31/2024 |
Cherry Tree Wealth Management LLC | 20,015 | $1,408 | 12/31/2023 |
IEFA | 20,015 | $1,408 | 12/31/2023 |
Hobbs Group Advisors LLC | 19,968 | $1,405 | 12/31/2023 |
IEFA | 19,968 | $1,405 | 12/31/2023 |
New Hampshire Trust | 18,898 | $1,403 | 03/31/2024 |
IEFA | 18,898 | $1,403 | 03/31/2024 |
M Holdings Securities Inc. | 19,847 | $1,396 | 12/31/2023 |
IEFA | 19,847 | $1,396 | 12/31/2023 |
Patron Partners Advisors LLC | 19,846 | $1,396 | 12/31/2023 |
IEFA | 19,846 | $1,396 | 12/31/2023 |
Larson Financial Group LLC | 19,833 | $1,395 | 12/31/2023 |
IEFA | 19,833 | $1,395 | 12/31/2023 |
Foster & Motley Inc. | 18,746 | $1,391 | 03/31/2024 |
IEFA | 18,746 | $1,391 | 03/31/2024 |
Biltmore Family Office LLC | 19,744 | $1,389 | 12/31/2023 |
IEFA | 19,744 | $1,389 | 12/31/2023 |
Market Street Wealth Management Advisors LLC | 18,637 | $1,383 | 03/31/2024 |
IEFA | 18,637 | $1,383 | 03/31/2024 |
West Bancorporation Inc. | 19,509 | $1,372 | 12/31/2023 |
IEFA | 19,509 | $1,372 | 12/31/2023 |
Objective Capital Management LLC | 19,475 | $1,370 | 12/31/2023 |
IEFA | 19,475 | $1,370 | 12/31/2023 |
Waterloo Capital L.P. | 19,436 | $1,367 | 12/31/2023 |
IEFA | 19,436 | $1,367 | 12/31/2023 |
RFG Advisory LLC | 18,297 | $1,358 | 03/31/2024 |
IEFA | 18,297 | $1,358 | 03/31/2024 |
McGlone Suttner Wealth Management Inc. | 18,212 | $1,352 | 03/31/2024 |
IEFA | 18,212 | $1,352 | 03/31/2024 |
Cyndeo Wealth Partners LLC | 18,122 | $1,345 | 03/31/2024 |
IEFA | 18,122 | $1,345 | 03/31/2024 |
Financial Network Wealth Management LLC | 18,985 | $1,335 | 12/31/2023 |
IEFA | 18,985 | $1,335 | 12/31/2023 |
PFG Investments LLC | 17,979 | $1,334 | 03/31/2024 |
IEFA | 17,979 | $1,334 | 03/31/2024 |
Verus Capital Partners LLC | 18,866 | $1,327 | 12/31/2023 |
IEFA | 18,866 | $1,327 | 12/31/2023 |
Icon Wealth Advisors LLC | 18,828 | $1,325 | 12/31/2023 |
IEFA | 18,828 | $1,325 | 12/31/2023 |
Northeast Financial Consultants Inc | 18,779 | $1,321 | 12/31/2023 |
IEFA | 18,779 | $1,321 | 12/31/2023 |
Altfest L J & Co. Inc. | 17,752 | $1,318 | 03/31/2024 |
IEFA | 17,752 | $1,318 | 03/31/2024 |
DBK Financial Counsel LLC | 17,741 | $1,317 | 03/31/2024 |
IEFA | 17,741 | $1,317 | 03/31/2024 |
Grant GrossMendelsohn LLC | 17,822 | $1,316 | 03/31/2024 |
IEFA | 17,822 | $1,316 | 03/31/2024 |
Bessemer Group Inc. | 18,704 | $1,316 | 12/31/2023 |
IEFA | 18,704 | $1,316 | 12/31/2023 |
Magnolia Capital Advisors LLC | 18,714 | $1,314 | 12/31/2023 |
IEFA | 18,714 | $1,314 | 12/31/2023 |
Paragon Capital Management Ltd | 17,603 | $1,307 | 03/31/2024 |
IEFA | 17,603 | $1,307 | 03/31/2024 |
Independence Bank of Kentucky | 17,599 | $1,306 | 03/31/2024 |
IEFA | 17,599 | $1,306 | 03/31/2024 |
Hart & Patterson Financial Group LLC | 17,579 | $1,305 | 03/31/2024 |
IEFA | 17,579 | $1,305 | 03/31/2024 |
Brady Family Wealth LLC | 18,414 | $1,295 | 12/31/2023 |
IEFA | 18,414 | $1,295 | 12/31/2023 |
Droms Strauss Advisors Inc. MO ADV | 18,325 | $1,289 | 12/31/2023 |
IEFA | 18,325 | $1,289 | 12/31/2023 |
Rockwood Wealth Management LLC | 17,263 | $1,281 | 03/31/2024 |
IEFA | 17,263 | $1,281 | 03/31/2024 |
NorthRock Partners LLC | 18,156 | $1,277 | 12/31/2023 |
IEFA | 18,156 | $1,277 | 12/31/2023 |
Mayport LLC | 17,175 | $1,275 | 03/31/2024 |
IEFA | 17,175 | $1,275 | 03/31/2024 |
Scotia Capital Inc. | 17,988 | $1,265 | 12/31/2023 |
IEFA | 17,988 | $1,265 | 12/31/2023 |
Cabot Wealth Management Inc. | 17,773 | $1,250 | 12/31/2023 |
IEFA | 17,773 | $1,250 | 12/31/2023 |
LVZ Advisors Inc. | 16,789 | $1,246 | 03/31/2024 |
IEFA | 16,789 | $1,246 | 03/31/2024 |
Forza Wealth Management LLC | 16,734 | $1,242 | 03/31/2024 |
IEFA | 16,734 | $1,242 | 03/31/2024 |
Northside Capital Management LLC | 16,677 | $1,238 | 03/31/2024 |
IEFA | 16,677 | $1,238 | 03/31/2024 |
NDVR Inc. | 17,507 | $1,232 | 12/31/2023 |
IEFA | 17,507 | $1,232 | 12/31/2023 |
MY Purposeful Wealth CORP. | 17,455 | $1,228 | 12/31/2023 |
IEFA | 17,455 | $1,228 | 12/31/2023 |
Kooman & Associates | 17,404 | $1,224 | 12/31/2023 |
IEFA | 17,404 | $1,224 | 12/31/2023 |
Dfpg Investments LLC | 17,607 | $1,215 | 12/31/2023 |
IEFA | 17,607 | $1,215 | 12/31/2023 |
Quadrant Private Wealth Management LLC | 17,040 | $1,199 | 12/31/2023 |
IEFA | 17,040 | $1,199 | 12/31/2023 |
Dana Investment Advisors Inc. | 16,853 | $1,186 | 12/31/2023 |
IEFA | 16,853 | $1,186 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 16,834 | $1,184 | 12/31/2023 |
IEFA | 16,834 | $1,184 | 12/31/2023 |
Peterson Wealth Services | 16,733 | $1,177 | 12/31/2023 |
IEFA | 16,733 | $1,177 | 12/31/2023 |
Peoples Bank OH | 16,572 | $1,166 | 12/31/2023 |
IEFA | 16,572 | $1,166 | 12/31/2023 |
Busey Wealth Management | 15,700 | $1,165 | 03/31/2024 |
IEFA | 15,700 | $1,165 | 03/31/2024 |
Parisi Gray Wealth Management | 15,617 | $1,159 | 03/31/2024 |
IEFA | 15,617 | $1,159 | 03/31/2024 |
JMG Financial Group Ltd. | 16,480 | $1,159 | 12/31/2023 |
IEFA | 16,480 | $1,159 | 12/31/2023 |
Maia Wealth LLC | 16,424 | $1,155 | 12/31/2023 |
IEFA | 16,424 | $1,155 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 16,377 | $1,152 | 12/31/2023 |
IEFA | 16,377 | $1,152 | 12/31/2023 |
Everhart Financial Group Inc. | 16,252 | $1,143 | 12/31/2023 |
IEFA | 16,252 | $1,143 | 12/31/2023 |
HCR Wealth Advisors | 16,225 | $1,141 | 12/31/2023 |
IEFA | 16,225 | $1,141 | 12/31/2023 |
Southern Capital Advisors LLC | 16,120 | $1,134 | 12/31/2023 |
IEFA | 16,120 | $1,134 | 12/31/2023 |
Rational Advisors LLC | 15,264 | $1,133 | 03/31/2024 |
IEFA | 15,264 | $1,133 | 03/31/2024 |
Pinnacle Bank | 15,211 | $1,129 | 03/31/2024 |
IEFA | 15,211 | $1,129 | 03/31/2024 |
Huntington National Bank | 16,053 | $1,129 | 12/31/2023 |
IEFA | 16,053 | $1,129 | 12/31/2023 |
C M Bidwell & Associates Ltd. | 16,014 | $1,127 | 12/31/2023 |
IEFA | 16,014 | $1,127 | 12/31/2023 |
First County Bank CT | 15,854 | $1,115 | 12/31/2023 |
IEFA | 15,854 | $1,115 | 12/31/2023 |
Bradley Foster & Sargent Inc. CT | 15,824 | $1,113 | 12/31/2023 |
IEFA | 15,824 | $1,113 | 12/31/2023 |
Capital Planning LLC | 14,986 | $1,112 | 03/31/2024 |
IEFA | 14,986 | $1,112 | 03/31/2024 |
Inspirion Wealth Advisors LLC | 14,974 | $1,111 | 03/31/2024 |
IEFA | 14,974 | $1,111 | 03/31/2024 |
Compass Ion Advisors LLC | 14,917 | $1,107 | 03/31/2024 |
IEFA | 14,917 | $1,107 | 03/31/2024 |
HBK Sorce Advisory LLC | 15,693 | $1,104 | 12/31/2023 |
IEFA | 15,693 | $1,104 | 12/31/2023 |
Ziegler Capital Management LLC | 15,529 | $1,092 | 12/31/2023 |
IEFA | 15,529 | $1,092 | 12/31/2023 |
Strata Wealth Advisors LLC | 14,692 | $1,090 | 03/31/2024 |
IEFA | 14,692 | $1,090 | 03/31/2024 |
Charter Oak Capital Management LLC | 14,665 | $1,088 | 03/31/2024 |
IEFA | 14,665 | $1,088 | 03/31/2024 |
TL Private Wealth | 14,707 | $1,086 | 03/31/2024 |
IEFA | 14,707 | $1,086 | 03/31/2024 |
Collective Family Office LLC | 14,630 | $1,086 | 03/31/2024 |
IEFA | 14,630 | $1,086 | 03/31/2024 |
Sepio Capital LP | 15,310 | $1,077 | 12/31/2023 |
IEFA | 15,310 | $1,077 | 12/31/2023 |
Edge Financial Advisors LLC | 14,486 | $1,076 | 03/31/2024 |
IEFA | 14,486 | $1,076 | 03/31/2024 |
Kerntke Otto McGlone Wealth Management Group | 15,235 | $1,072 | 12/31/2023 |
IEFA | 15,235 | $1,072 | 12/31/2023 |
NCM Capital Management LLC | 15,214 | $1,070 | 12/31/2023 |
IEFA | 15,214 | $1,070 | 12/31/2023 |
StoneX Group Inc. | 15,157 | $1,066 | 12/31/2023 |
IEFA | 15,157 | $1,066 | 12/31/2023 |
Kwmg LLC | 14,300 | $1,061 | 03/31/2024 |
IEFA | 14,300 | $1,061 | 03/31/2024 |
Koshinski Asset Management Inc. | 15,011 | $1,056 | 12/31/2023 |
IEFA | 15,011 | $1,056 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 14,180 | $1,052 | 03/31/2024 |
IEFA | 14,180 | $1,052 | 03/31/2024 |
Pitcairn Co. | 14,826 | $1,043 | 12/31/2023 |
IEFA | 14,826 | $1,043 | 12/31/2023 |
Evensky & Katz LLC | 14,040 | $1,042 | 03/31/2024 |
IEFA | 14,040 | $1,042 | 03/31/2024 |
Vanguard Group Inc. | 14,746 | $1,037 | 12/31/2023 |
IEFA | 14,746 | $1,037 | 12/31/2023 |
Black Diamond Financial LLC | 14,732 | $1,036 | 12/31/2023 |
IEFA | 14,732 | $1,036 | 12/31/2023 |
Carlson Capital Management | 13,831 | $1,027 | 03/31/2024 |
IEFA | 13,831 | $1,027 | 03/31/2024 |
Argonautica Private Wealth Management Inc. | 14,600 | $1,027 | 12/31/2023 |
IEFA | 14,600 | $1,027 | 12/31/2023 |
Prio Wealth Limited Partnership | 14,583 | $1,026 | 12/31/2023 |
IEFA | 14,583 | $1,026 | 12/31/2023 |
First National Corp MA ADV | 14,533 | $1,022 | 03/31/2024 |
IEFA | 14,533 | $1,022 | 03/31/2024 |
PAX Financial Group LLC | 14,582 | $1,019 | 12/31/2023 |
IEFA | 14,582 | $1,019 | 12/31/2023 |
Stone Point Wealth LLC | 14,408 | $1,014 | 12/31/2023 |
IEFA | 14,408 | $1,014 | 12/31/2023 |
Altus Wealth Group LLC | 14,354 | $1,010 | 12/31/2023 |
IEFA | 14,354 | $1,010 | 12/31/2023 |
Etfidea LLC | 14,341 | $1,009 | 12/31/2023 |
IEFA | 14,341 | $1,009 | 12/31/2023 |
Johnson Investment Counsel Inc. | 14,275 | $1,004 | 12/31/2023 |
IEFA | 14,275 | $1,004 | 12/31/2023 |
Montag A & Associates Inc. | 14,169 | $997 | 12/31/2023 |
IEFA | 14,169 | $997 | 12/31/2023 |
Salem Investment Counselors Inc. | 13,420 | $996 | 03/31/2024 |
IEFA | 13,420 | $996 | 03/31/2024 |
International Assets Investment Management LLC | 13,460 | $995 | 03/31/2024 |
IEFA | 13,460 | $995 | 03/31/2024 |
Sweet Financial Partners LLC | 13,355 | $991 | 03/31/2024 |
IEFA | 13,355 | $991 | 03/31/2024 |
Navalign LLC | 13,339 | $990 | 03/31/2024 |
IEFA | 13,339 | $990 | 03/31/2024 |
JNBA Financial Advisors | 14,048 | $988 | 12/31/2023 |
IEFA | 14,048 | $988 | 12/31/2023 |
Strategy Asset Managers LLC | 13,305 | $987 | 03/31/2024 |
IEFA | 13,305 | $987 | 03/31/2024 |
Cornerstone Wealth Management LLC | 13,139 | $975 | 03/31/2024 |
IEFA | 13,139 | $975 | 03/31/2024 |
Saxon Interests Inc. | 13,094 | $972 | 03/31/2024 |
IEFA | 13,094 | $972 | 03/31/2024 |
New Potomac Partners LLC | 13,730 | $966 | 12/31/2023 |
IEFA | 13,730 | $966 | 12/31/2023 |
Cardinal Strategic Wealth Guidance | 12,999 | $965 | 03/31/2024 |
IEFA | 12,999 | $965 | 03/31/2024 |
Main Street Financial Solutions LLC | 12,977 | $963 | 03/31/2024 |
IEFA | 12,977 | $963 | 03/31/2024 |
Smartleaf Asset Management LLC | 13,655 | $960 | 12/31/2023 |
IEFA | 13,655 | $960 | 12/31/2023 |
Goldstein Advisors LLC | 13,583 | $956 | 12/31/2023 |
IEFA | 13,583 | $956 | 12/31/2023 |
Focus Financial Network Inc. ADV | 13,573 | $955 | 12/31/2023 |
IEFA | 13,573 | $955 | 12/31/2023 |
Edmonds Duncan Registered Investment Advisors LLC | 12,700 | $943 | 03/31/2024 |
IEFA | 12,700 | $943 | 03/31/2024 |
Noble Family Wealth LLC | 12,687 | $942 | 03/31/2024 |
IEFA | 12,687 | $942 | 03/31/2024 |
Sapient Capital LLC | 12,695 | $942 | 03/31/2024 |
IEFA | 12,695 | $942 | 03/31/2024 |
Journey Strategic Wealth LLC | 13,315 | $937 | 12/31/2023 |
IEFA | 13,315 | $937 | 12/31/2023 |
Tufton Capital Management | 13,231 | $931 | 12/31/2023 |
IEFA | 13,231 | $931 | 12/31/2023 |
MV Capital Management Inc. | 12,431 | $923 | 03/31/2024 |
IEFA | 12,431 | $923 | 03/31/2024 |
Romano Brothers AND Company | 12,398 | $920 | 03/31/2024 |
IEFA | 12,398 | $920 | 03/31/2024 |
Tennessee Valley Asset Management Partners | 12,336 | $916 | 03/31/2024 |
IEFA | 12,336 | $916 | 03/31/2024 |
Hoxton Planning & Management LLC | 12,347 | $916 | 03/31/2024 |
IEFA | 12,347 | $916 | 03/31/2024 |
ORBA Wealth Advisors L.L.C. | 13,010 | $915 | 12/31/2023 |
IEFA | 13,010 | $915 | 12/31/2023 |
Allworth Financial LP | 12,316 | $914 | 03/31/2024 |
IEFA | 12,316 | $914 | 03/31/2024 |
Sutton Place Investors LLC | 12,283 | $912 | 03/31/2024 |
IEFA | 12,283 | $912 | 03/31/2024 |
Tompkins Financial Corp | 12,231 | $908 | 03/31/2024 |
IEFA | 12,231 | $908 | 03/31/2024 |
AA Financial Advisors LLC | 12,891 | $907 | 12/31/2023 |
IEFA | 12,891 | $907 | 12/31/2023 |
Actinver Wealth Management Inc. | 12,879 | $906 | 12/31/2023 |
IEFA | 12,879 | $906 | 12/31/2023 |
Change Path LLC | 12,858 | $905 | 12/31/2023 |
IEFA | 12,858 | $905 | 12/31/2023 |
Lake Street Financial LLC | 12,141 | $901 | 03/31/2024 |
IEFA | 12,141 | $901 | 03/31/2024 |
CM Wealth Advisors LLC | 12,750 | $897 | 12/31/2023 |
IEFA | 12,750 | $897 | 12/31/2023 |
Welch & Forbes LLC | 12,718 | $895 | 12/31/2023 |
IEFA | 12,718 | $895 | 12/31/2023 |
Blue Fin Capital Inc. | 12,717 | $895 | 12/31/2023 |
IEFA | 12,717 | $895 | 12/31/2023 |
Sachetta LLC | 12,696 | $893 | 12/31/2023 |
IEFA | 12,696 | $893 | 12/31/2023 |
Bear Mountain Capital Inc. | 12,554 | $891 | 03/31/2024 |
IEFA | 12,554 | $891 | 03/31/2024 |
Madden Advisory Services Inc. | 12,579 | $885 | 12/31/2023 |
IEFA | 12,579 | $885 | 12/31/2023 |
9258 Wealth Management LLC | 12,539 | $882 | 12/31/2023 |
IEFA | 12,539 | $882 | 12/31/2023 |
Cullen Frost Bankers Inc. | 12,522 | $881 | 12/31/2023 |
IEFA | 12,522 | $881 | 12/31/2023 |
NorthStar Asset Management LLC NJ | 12,519 | $881 | 12/31/2023 |
IEFA | 12,519 | $881 | 12/31/2023 |
Olistico Wealth LLC | 11,861 | $880 | 03/31/2024 |
IEFA | 11,861 | $880 | 03/31/2024 |
Strategic Financial Concepts LLC | 11,788 | $875 | 03/31/2024 |
IEFA | 11,788 | $875 | 03/31/2024 |
Hengehold Capital Management LLC | 11,765 | $873 | 03/31/2024 |
IEFA | 11,765 | $873 | 03/31/2024 |
Ellenbecker Investment Group | 11,755 | $873 | 03/31/2024 |
IEFA | 11,755 | $873 | 03/31/2024 |
Hill Island Financial LLC | 12,359 | $869 | 12/31/2023 |
IEFA | 12,359 | $869 | 12/31/2023 |
Jump Financial LLC | 12,336 | $868 | 12/31/2023 |
IEFA | 12,336 | $868 | 12/31/2023 |
TFC Financial Management | 12,328 | $867 | 12/31/2023 |
IEFA | 12,328 | $867 | 12/31/2023 |
RMB Capital Management LLC | 12,268 | $863 | 12/31/2023 |
IEFA | 12,268 | $863 | 12/31/2023 |
CRA Financial Services LLC | 11,608 | $862 | 03/31/2024 |
IEFA | 11,608 | $862 | 03/31/2024 |
Signal Advisors Wealth LLC | 11,527 | $856 | 03/31/2024 |
IEFA | 11,527 | $856 | 03/31/2024 |
Centaurus Financial Inc. | 12,028 | $846 | 12/31/2023 |
IEFA | 12,028 | $846 | 12/31/2023 |
AQR Capital Management LLC | 11,983 | $843 | 12/31/2023 |
IEFA | 11,983 | $843 | 12/31/2023 |
VAUGHAN & Co SECURITIES INC. | 11,963 | $842 | 12/31/2023 |
IEFA | 11,963 | $842 | 12/31/2023 |
Autumn Glory Partners LLC | 12,230 | $841 | 12/31/2023 |
IEFA | 12,230 | $841 | 12/31/2023 |
Perennial Investment Advisors LLC | 11,900 | $837 | 12/31/2023 |
IEFA | 11,900 | $837 | 12/31/2023 |
Victory Financial Group LLC | 11,865 | $835 | 12/31/2023 |
IEFA | 11,865 | $835 | 12/31/2023 |
Breakwater Capital Group | 11,243 | $834 | 03/31/2024 |
IEFA | 11,243 | $834 | 03/31/2024 |
Sailer Financial LLC | 11,843 | $833 | 12/31/2023 |
IEFA | 11,843 | $833 | 12/31/2023 |
Holland Advisory Services Inc. | 11,200 | $831 | 03/31/2024 |
IEFA | 11,200 | $831 | 03/31/2024 |
EPG Wealth Management LLC | 11,989 | $829 | 12/31/2023 |
IEFA | 11,989 | $829 | 12/31/2023 |
Unique Wealth Strategies LLC | 11,784 | $829 | 12/31/2023 |
IEFA | 11,784 | $829 | 12/31/2023 |
Stock Yards Bank & Trust Co. | 11,711 | $824 | 12/31/2023 |
IEFA | 11,711 | $824 | 12/31/2023 |
JPL Wealth Management LLC | 11,672 | $821 | 12/31/2023 |
IEFA | 11,672 | $821 | 12/31/2023 |
Apexium Financial LP | 11,031 | $819 | 03/31/2024 |
IEFA | 11,031 | $819 | 03/31/2024 |
Daymark Wealth Partners LLC | 11,039 | $819 | 03/31/2024 |
IEFA | 11,039 | $819 | 03/31/2024 |
Clarity Capital Partners LLC | 11,597 | $816 | 12/31/2023 |
IEFA | 11,597 | $816 | 12/31/2023 |
Quent Capital LLC | 11,579 | $815 | 12/31/2023 |
IEFA | 11,579 | $815 | 12/31/2023 |
Vista Wealth Management Group LLC | 11,525 | $811 | 12/31/2023 |
IEFA | 11,525 | $811 | 12/31/2023 |
David Loasby | 11,710 | $810 | 12/31/2023 |
IEFA | 11,710 | $810 | 12/31/2023 |
Prudential PLC | 11,500 | $809 | 12/31/2023 |
IEFA | 11,500 | $809 | 12/31/2023 |
Lazard Asset Management LLC | 11,476 | $807 | 12/31/2023 |
IEFA | 11,476 | $807 | 12/31/2023 |
tru Independence LLC | 10,820 | $803 | 03/31/2024 |
IEFA | 10,820 | $803 | 03/31/2024 |
Jmac Enterprises LLC | 11,419 | $803 | 12/31/2023 |
IEFA | 11,419 | $803 | 12/31/2023 |
Consolidated Portfolio Review Corp | 11,381 | $801 | 12/31/2023 |
IEFA | 11,381 | $801 | 12/31/2023 |
Procyon Private Wealth Partners LLC | 10,779 | $800 | 03/31/2024 |
IEFA | 10,779 | $800 | 03/31/2024 |
ETF Store Inc. | 11,353 | $799 | 12/31/2023 |
IEFA | 11,353 | $799 | 12/31/2023 |
Resurgent Financial Advisors LLC | 11,362 | $799 | 12/31/2023 |
IEFA | 11,362 | $799 | 12/31/2023 |
Garde Capital Inc. | 11,285 | $794 | 12/31/2023 |
IEFA | 11,285 | $794 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 11,227 | $790 | 12/31/2023 |
IEFA | 11,227 | $790 | 12/31/2023 |
Private Wealth Advisors LLC | 11,226 | $790 | 12/31/2023 |
IEFA | 11,226 | $790 | 12/31/2023 |
GDS Wealth Management | 10,631 | $789 | 03/31/2024 |
IEFA | 10,631 | $789 | 03/31/2024 |
Transamerica Financial Advisors Inc. | 11,191 | $788 | 12/31/2023 |
IEFA | 11,191 | $788 | 12/31/2023 |
Tsfg LLC | 10,594 | $786 | 03/31/2024 |
IEFA | 10,594 | $786 | 03/31/2024 |
Henrickson Nauta Wealth Advisors Inc. | 10,783 | $785 | 03/31/2024 |
IEFA | 10,783 | $785 | 03/31/2024 |
Columbia Asset Management | 11,155 | $785 | 12/31/2023 |
IEFA | 11,155 | $785 | 12/31/2023 |
Shayne & CO. LLC | 11,119 | $782 | 12/31/2023 |
IEFA | 11,119 | $782 | 12/31/2023 |
McNamara Financial Services Inc. | 10,516 | $780 | 03/31/2024 |
IEFA | 10,516 | $780 | 03/31/2024 |
Sabal Trust CO | 11,033 | $776 | 12/31/2023 |
IEFA | 11,033 | $776 | 12/31/2023 |
Merriman Wealth Management LLC | 10,930 | $769 | 12/31/2023 |
IEFA | 10,930 | $769 | 12/31/2023 |
Cypress Point Wealth Management LLC | 10,919 | $768 | 12/31/2023 |
IEFA | 10,919 | $768 | 12/31/2023 |
Mitchell Mcleod Pugh & Williams Inc. | 10,896 | $767 | 12/31/2023 |
IEFA | 10,896 | $767 | 12/31/2023 |
Access Financial Services Inc. | 10,314 | $766 | 03/31/2024 |
IEFA | 10,314 | $766 | 03/31/2024 |
South State CORP. | 10,888 | $766 | 12/31/2023 |
IEFA | 10,888 | $766 | 12/31/2023 |
Cooper Financial Group | 10,289 | $764 | 03/31/2024 |
IEFA | 10,289 | $764 | 03/31/2024 |
Destination Wealth Management | 10,802 | $760 | 12/31/2023 |
IEFA | 10,802 | $760 | 12/31/2023 |
Wealth Management Partners LLC | 10,177 | $755 | 03/31/2024 |
IEFA | 10,177 | $755 | 03/31/2024 |
Haverford Financial Services Inc. | 10,699 | $753 | 12/31/2023 |
IEFA | 10,699 | $753 | 12/31/2023 |
Planning Capital Management Corp | 10,688 | $752 | 12/31/2023 |
IEFA | 10,688 | $752 | 12/31/2023 |
IPG Investment Advisors LLC | 10,664 | $750 | 12/31/2023 |
IEFA | 10,664 | $750 | 12/31/2023 |
Lakeview Capital Partners LLC | 10,658 | $750 | 12/31/2023 |
IEFA | 10,658 | $750 | 12/31/2023 |
Vantage Financial Partners LLC | 10,665 | $750 | 12/31/2023 |
IEFA | 10,665 | $750 | 12/31/2023 |
Presilium Private Wealth LLC | 10,658 | $750 | 12/31/2023 |
IEFA | 10,658 | $750 | 12/31/2023 |
Elevatus Welath Management | 10,656 | $750 | 12/31/2023 |
IEFA | 10,656 | $750 | 12/31/2023 |
Dudley Capital Management LLC | 10,603 | $746 | 12/31/2023 |
IEFA | 10,603 | $746 | 12/31/2023 |
Round Rock Advisors LLC | 9,964 | $740 | 03/31/2024 |
IEFA | 9,964 | $740 | 03/31/2024 |
Talisman Wealth Advisors LLC | 10,519 | $740 | 12/31/2023 |
IEFA | 10,519 | $740 | 12/31/2023 |
Harbor Group Inc. | 9,922 | $736 | 03/31/2024 |
IEFA | 9,922 | $736 | 03/31/2024 |
G&S Capital LLC | 9,901 | $735 | 03/31/2024 |
IEFA | 9,901 | $735 | 03/31/2024 |
SILVER OAK SECURITIES Inc | 10,388 | $731 | 12/31/2023 |
IEFA | 10,388 | $731 | 12/31/2023 |
B.O.S.S. Retirement Advisors LLC | 10,302 | $725 | 12/31/2023 |
IEFA | 10,302 | $725 | 12/31/2023 |
LJI Wealth Management LLC | 10,223 | $719 | 12/31/2023 |
IEFA | 10,223 | $719 | 12/31/2023 |
RDA Financial Network | 9,615 | $714 | 03/31/2024 |
IEFA | 9,615 | $714 | 03/31/2024 |
Madison Asset Management LLC | 10,155 | $714 | 12/31/2023 |
IEFA | 10,155 | $714 | 12/31/2023 |
Helen Stephens Group LLC | 9,579 | $711 | 03/31/2024 |
IEFA | 9,579 | $711 | 03/31/2024 |
Noesis Capital Mangement Corp | 10,098 | $710 | 12/31/2023 |
IEFA | 10,098 | $710 | 12/31/2023 |
Courier Capital LLC | 9,558 | $709 | 03/31/2024 |
IEFA | 9,558 | $709 | 03/31/2024 |
One Wealth Advisors LLC | 9,544 | $708 | 03/31/2024 |
IEFA | 9,544 | $708 | 03/31/2024 |
Cypress Capital Group | 10,059 | $708 | 12/31/2023 |
IEFA | 10,059 | $708 | 12/31/2023 |
Camden Capital LLC | 10,023 | $705 | 12/31/2023 |
IEFA | 10,023 | $705 | 12/31/2023 |
Operose Advisors LLC | 10,019 | $705 | 12/31/2023 |
IEFA | 10,019 | $705 | 12/31/2023 |
Investmark Advisory Group LLC | 9,994 | $703 | 12/31/2023 |
IEFA | 9,994 | $703 | 12/31/2023 |
Knightsbridge Asset Management LLC | 9,980 | $702 | 12/31/2023 |
IEFA | 9,980 | $702 | 12/31/2023 |
Stonebrook Private Inc. | 9,918 | $698 | 12/31/2023 |
IEFA | 9,918 | $698 | 12/31/2023 |
KFG Wealth Management LLC | 9,357 | $694 | 03/31/2024 |
IEFA | 9,357 | $694 | 03/31/2024 |
Foundations Investment Advisors LLC | 9,823 | $693 | 12/31/2023 |
IEFA | 9,823 | $693 | 12/31/2023 |
Jaffetilchin Investment Partners LLC | 9,805 | $690 | 12/31/2023 |
IEFA | 9,805 | $690 | 12/31/2023 |
Mission Creek Capital Partners Inc. | 9,806 | $690 | 12/31/2023 |
IEFA | 9,806 | $690 | 12/31/2023 |
Grand Wealth Management LLC | 9,739 | $685 | 12/31/2023 |
IEFA | 9,739 | $685 | 12/31/2023 |
Tcwp LLC | 9,673 | $680 | 12/31/2023 |
IEFA | 9,673 | $680 | 12/31/2023 |
Truefg LLC | 9,147 | $679 | 03/31/2024 |
IEFA | 9,147 | $679 | 03/31/2024 |
Northwest Bank & Trust Co | 9,570 | $673 | 12/31/2023 |
IEFA | 9,570 | $673 | 12/31/2023 |
Financial Partners Group Inc | 9,516 | $669 | 12/31/2023 |
IEFA | 9,516 | $669 | 12/31/2023 |
Maripau Wealth Management LLC | 9,514 | $669 | 12/31/2023 |
IEFA | 9,514 | $669 | 12/31/2023 |
BIP Wealth LLC | 9,496 | $668 | 12/31/2023 |
IEFA | 9,496 | $668 | 12/31/2023 |
Verum Partners LLC | 8,988 | $667 | 03/31/2024 |
IEFA | 8,988 | $667 | 03/31/2024 |
Essex Financial Services Inc. | 8,968 | $666 | 03/31/2024 |
IEFA | 8,968 | $666 | 03/31/2024 |
West Michigan Advisors LLC | 9,464 | $666 | 12/31/2023 |
IEFA | 9,464 | $666 | 12/31/2023 |
Catalyst Private Wealth LLC | 8,964 | $665 | 03/31/2024 |
IEFA | 8,964 | $665 | 03/31/2024 |
Cobblestone Capital Advisors LLC NY | 9,456 | $665 | 12/31/2023 |
IEFA | 9,456 | $665 | 12/31/2023 |
RCS Financial Planning LLC | 9,423 | $663 | 12/31/2023 |
IEFA | 9,423 | $663 | 12/31/2023 |
EverSource Wealth Advisors LLC | 9,394 | $661 | 12/31/2023 |
IEFA | 9,394 | $661 | 12/31/2023 |
Pine Valley Investments Ltd Liability Co | 9,355 | $658 | 12/31/2023 |
IEFA | 9,355 | $658 | 12/31/2023 |
GSB Wealth Management LLC | 9,338 | $657 | 12/31/2023 |
IEFA | 9,338 | $657 | 12/31/2023 |
Cantor Fitzgerald Investment Adviser L.P. | 9,338 | $657 | 12/31/2023 |
IEFA | 9,338 | $657 | 12/31/2023 |
Beverly Hills Private Wealth LLC | 9,331 | $656 | 12/31/2023 |
IEFA | 9,331 | $656 | 12/31/2023 |
Cedrus LLC | 8,780 | $652 | 03/31/2024 |
IEFA | 8,780 | $652 | 03/31/2024 |
Sandy Spring Bank | 9,257 | $651 | 12/31/2023 |
IEFA | 9,257 | $651 | 12/31/2023 |
Aptus Capital Advisors LLC | 9,192 | $647 | 12/31/2023 |
IEFA | 9,192 | $647 | 12/31/2023 |
FSC Wealth Advisors LLC | 8,672 | $644 | 03/31/2024 |
IEFA | 8,672 | $644 | 03/31/2024 |
Wiser Wealth Management Inc | 8,650 | $642 | 03/31/2024 |
IEFA | 8,650 | $642 | 03/31/2024 |
Girard Partners LTD. | 9,110 | $641 | 12/31/2023 |
IEFA | 9,110 | $641 | 12/31/2023 |
Schneider Downs Wealth Management Advisors LP | 9,093 | $640 | 12/31/2023 |
IEFA | 9,093 | $640 | 12/31/2023 |
First National Bank Sioux Falls | 8,607 | $639 | 03/31/2024 |
IEFA | 8,607 | $639 | 03/31/2024 |
Quad Cities Investment Group LLC | 8,593 | $638 | 03/31/2024 |
IEFA | 8,593 | $638 | 03/31/2024 |
TD Capital Management LLC | 9,065 | $638 | 12/31/2023 |
IEFA | 9,065 | $638 | 12/31/2023 |
Catalytic Wealth RIA LLC | 9,074 | $638 | 12/31/2023 |
IEFA | 9,074 | $638 | 12/31/2023 |
Fiera Capital Corp | 9,005 | $634 | 12/31/2023 |
IEFA | 9,005 | $634 | 12/31/2023 |
Waycross Investment Management Co | 8,525 | $633 | 03/31/2024 |
IEFA | 8,525 | $633 | 03/31/2024 |
Penobscot Investment Management Company Inc. | 8,996 | $633 | 12/31/2023 |
IEFA | 8,996 | $633 | 12/31/2023 |
Bare Financial Services Inc | 8,961 | $630 | 12/31/2023 |
IEFA | 8,961 | $630 | 12/31/2023 |
Financial Sense Advisors Inc. | 8,425 | $625 | 03/31/2024 |
IEFA | 8,425 | $625 | 03/31/2024 |
Tranquilli Financial Advisor LLC | 8,891 | $625 | 12/31/2023 |
IEFA | 8,891 | $625 | 12/31/2023 |
Sandhill Capital Partners LLC | 8,861 | $623 | 12/31/2023 |
IEFA | 8,861 | $623 | 12/31/2023 |
ShoreHaven Wealth Partners LLC | 8,852 | $623 | 12/31/2023 |
IEFA | 8,852 | $623 | 12/31/2023 |
Trilogy Capital Inc. | 8,379 | $622 | 03/31/2024 |
IEFA | 8,379 | $622 | 03/31/2024 |
Barrett & Company Inc. | 8,272 | $614 | 03/31/2024 |
IEFA | 8,272 | $614 | 03/31/2024 |
Raymond James Trust CO. of NH | 8,253 | $613 | 03/31/2024 |
IEFA | 8,253 | $613 | 03/31/2024 |
Headinvest LLC | 8,705 | $612 | 12/31/2023 |
IEFA | 8,705 | $612 | 12/31/2023 |
Beacon Financial Advisory LLC | 8,697 | $612 | 12/31/2023 |
IEFA | 8,697 | $612 | 12/31/2023 |
Anderson Fisher LLC | 8,214 | $610 | 03/31/2024 |
IEFA | 8,214 | $610 | 03/31/2024 |
Regatta Capital Group LLC | 8,225 | $610 | 03/31/2024 |
IEFA | 8,225 | $610 | 03/31/2024 |
Tranquility Partners LLC | 8,669 | $610 | 12/31/2023 |
IEFA | 8,669 | $610 | 12/31/2023 |
KWB Wealth | 8,199 | $609 | 03/31/2024 |
IEFA | 8,199 | $609 | 03/31/2024 |
Cambridge Trust Co. | 8,662 | $609 | 12/31/2023 |
IEFA | 8,662 | $609 | 12/31/2023 |
Planning Alternatives Ltd. ADV | 8,138 | $604 | 03/31/2024 |
IEFA | 8,138 | $604 | 03/31/2024 |
SOA Wealth Advisors LLC. | 8,088 | $600 | 03/31/2024 |
IEFA | 8,088 | $600 | 03/31/2024 |
New World Advisors LLC | 8,063 | $598 | 03/31/2024 |
IEFA | 8,063 | $598 | 03/31/2024 |
Sebold Capital Management Inc. | 8,047 | $597 | 03/31/2024 |
IEFA | 8,047 | $597 | 03/31/2024 |
City Holding Co. | 8,003 | $594 | 03/31/2024 |
IEFA | 8,003 | $594 | 03/31/2024 |
Philadelphia Trust Co. | 8,425 | $593 | 12/31/2023 |
IEFA | 8,425 | $593 | 12/31/2023 |
WealthShield Partners LLC | 8,408 | $592 | 12/31/2023 |
IEFA | 8,408 | $592 | 12/31/2023 |
Well Done LLC | 7,960 | $591 | 03/31/2024 |
IEFA | 7,960 | $591 | 03/31/2024 |
Armstrong Fleming & Moore Inc | 7,921 | $588 | 03/31/2024 |
IEFA | 7,921 | $588 | 03/31/2024 |
Toroso Investments LLC | 8,239 | $580 | 12/31/2023 |
IEFA | 8,239 | $580 | 12/31/2023 |
Schoolcraft Capital LLC | 7,741 | $575 | 03/31/2024 |
IEFA | 7,741 | $575 | 03/31/2024 |
BCGM Wealth Management LLC | 8,002 | $563 | 12/31/2023 |
IEFA | 8,002 | $563 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 7,986 | $562 | 12/31/2023 |
IEFA | 7,986 | $562 | 12/31/2023 |
Diversified LLC | 7,972 | $561 | 12/31/2023 |
IEFA | 7,972 | $561 | 12/31/2023 |
Legacy Private Trust Co. | 7,540 | $560 | 03/31/2024 |
IEFA | 7,540 | $560 | 03/31/2024 |
RVW Wealth LLC | 7,536 | $559 | 03/31/2024 |
IEFA | 7,536 | $559 | 03/31/2024 |
Patriot Financial Group Insurance Agency LLC | 7,917 | $557 | 12/31/2023 |
IEFA | 7,917 | $557 | 12/31/2023 |
Armor Investment Advisors LLC | 7,470 | $554 | 03/31/2024 |
IEFA | 7,470 | $554 | 03/31/2024 |
Sanibel Captiva Trust Company Inc. | 7,847 | $552 | 12/31/2023 |
IEFA | 7,847 | $552 | 12/31/2023 |
Inscription Capital LLC | 7,468 | $551 | 03/31/2024 |
IEFA | 7,468 | $551 | 03/31/2024 |
Northwest Investment Counselors LLC | 7,402 | $549 | 03/31/2024 |
IEFA | 7,402 | $549 | 03/31/2024 |
Enzi Wealth | 7,670 | $549 | 03/31/2024 |
IEFA | 7,670 | $549 | 03/31/2024 |
Cypress Wealth Services LLC | 7,372 | $547 | 03/31/2024 |
IEFA | 7,372 | $547 | 03/31/2024 |
Community Financial Services Group LLC | 7,363 | $546 | 03/31/2024 |
IEFA | 7,363 | $546 | 03/31/2024 |
Evoke Wealth LLC | 7,749 | $545 | 12/31/2023 |
IEFA | 7,749 | $545 | 12/31/2023 |
Ironwood Financial llc | 7,334 | $544 | 03/31/2024 |
IEFA | 7,334 | $544 | 03/31/2024 |
Selective Wealth Management Inc. | 7,467 | $544 | 03/31/2024 |
IEFA | 7,467 | $544 | 03/31/2024 |
Lavaca Capital LLC | 7,734 | $544 | 12/31/2023 |
IEFA | 7,734 | $544 | 12/31/2023 |
First American Trust FSB | 7,714 | $543 | 12/31/2023 |
IEFA | 7,714 | $543 | 12/31/2023 |
ZRC Wealth Management LLC | 7,264 | $537 | 03/31/2024 |
IEFA | 7,264 | $537 | 03/31/2024 |
Blue Chip Partners Inc. | 7,218 | $536 | 03/31/2024 |
IEFA | 7,218 | $536 | 03/31/2024 |
Fort Washington Investment Advisors Inc. OH | 7,548 | $531 | 03/31/2024 |
IEFA | 7,548 | $531 | 03/31/2024 |
Chicago Wealth Management Inc. | 7,516 | $529 | 12/31/2023 |
IEFA | 7,516 | $529 | 12/31/2023 |
DiMeo Schneider & Associates L.L.C. | 7,518 | $529 | 12/31/2023 |
IEFA | 7,518 | $529 | 12/31/2023 |
Sprinkle Financial Consultants LLC | 7,088 | $526 | 03/31/2024 |
IEFA | 7,088 | $526 | 03/31/2024 |
Graybill Bartz & Assoc Ltd. | 7,069 | $525 | 03/31/2024 |
IEFA | 7,069 | $525 | 03/31/2024 |
SeaCrest Wealth Management LLC | 7,073 | $525 | 03/31/2024 |
IEFA | 7,073 | $525 | 03/31/2024 |
Hilltop Wealth Advisors LLC | 7,076 | $525 | 03/31/2024 |
IEFA | 7,076 | $525 | 03/31/2024 |
Ronald Blue Trust Inc. | 8,137 | $524 | 12/31/2023 |
IEFA | 8,137 | $524 | 12/31/2023 |
Telemus Capital LLC | 7,422 | $522 | 12/31/2023 |
IEFA | 7,422 | $522 | 12/31/2023 |
Financial Management Professionals Inc. | 7,013 | $521 | 03/31/2024 |
IEFA | 7,013 | $521 | 03/31/2024 |
Charles Schwab Investment Advisory Inc. | 7,390 | $520 | 12/31/2023 |
IEFA | 7,390 | $520 | 12/31/2023 |
MBA Advisors LLC | 7,374 | $519 | 12/31/2023 |
IEFA | 7,374 | $519 | 12/31/2023 |
KFA Private Wealth Group LLC | 7,312 | $514 | 12/31/2023 |
IEFA | 7,312 | $514 | 12/31/2023 |
Eagle Strategies LLC | 6,819 | $506 | 03/31/2024 |
IEFA | 6,819 | $506 | 03/31/2024 |
Range Financial Group LLC | 6,816 | $506 | 03/31/2024 |
IEFA | 6,816 | $506 | 03/31/2024 |
Ackerman Capital Advisors LLC | 6,801 | $505 | 03/31/2024 |
IEFA | 6,801 | $505 | 03/31/2024 |
Wintrust Investments LLC | 7,165 | $504 | 12/31/2023 |
IEFA | 7,165 | $504 | 12/31/2023 |
CFO4Life Group LLC | 7,156 | $503 | 12/31/2023 |
IEFA | 7,156 | $503 | 12/31/2023 |
Archer Investment Corp | 7,129 | $502 | 12/31/2023 |
IEFA | 7,129 | $502 | 12/31/2023 |
Private Wealth Partners LLC | 7,081 | $498 | 12/31/2023 |
IEFA | 7,081 | $498 | 12/31/2023 |
LGT Financial Advisors LLC | 7,080 | $498 | 12/31/2023 |
IEFA | 7,080 | $498 | 12/31/2023 |
Northeast Financial Group Inc. | 6,640 | $493 | 03/31/2024 |
IEFA | 6,640 | $493 | 03/31/2024 |
HM Payson & Co. | 7,004 | $493 | 12/31/2023 |
IEFA | 7,004 | $493 | 12/31/2023 |
Live Oak Private Wealth LLC | 6,634 | $492 | 03/31/2024 |
IEFA | 6,634 | $492 | 03/31/2024 |
Naples Global Advisors LLC | 7,000 | $492 | 12/31/2023 |
IEFA | 7,000 | $492 | 12/31/2023 |
Russell Investments Group Ltd. | 6,978 | $491 | 12/31/2023 |
IEFA | 6,978 | $491 | 12/31/2023 |
Gradient Capital Advisors LLC | 6,582 | $489 | 03/31/2024 |
IEFA | 6,582 | $489 | 03/31/2024 |
Kohmann Bosshard Financial Services LLC | 6,580 | $488 | 03/31/2024 |
IEFA | 6,580 | $488 | 03/31/2024 |
Scissortail Wealth Management LLC | 6,923 | $487 | 12/31/2023 |
IEFA | 6,923 | $487 | 12/31/2023 |
Simmons Bank | 6,875 | $484 | 12/31/2023 |
IEFA | 6,875 | $484 | 12/31/2023 |
Kovack Advisors Inc. | 6,510 | $483 | 03/31/2024 |
IEFA | 6,510 | $483 | 03/31/2024 |
Centurion Wealth Management LLC | 6,871 | $483 | 12/31/2023 |
IEFA | 6,871 | $483 | 12/31/2023 |
Financial Life Advisors | 6,490 | $482 | 03/31/2024 |
IEFA | 6,490 | $482 | 03/31/2024 |
Empirical Asset Management LLC | 6,793 | $478 | 12/31/2023 |
IEFA | 6,793 | $478 | 12/31/2023 |
Mosaic Family Wealth Partners LLC | 6,792 | $478 | 12/31/2023 |
IEFA | 6,792 | $478 | 12/31/2023 |
Morton Capital Management LLC CA | 6,425 | $477 | 03/31/2024 |
IEFA | 6,425 | $477 | 03/31/2024 |
Efficient Advisors LLC | 6,749 | $475 | 12/31/2023 |
IEFA | 6,749 | $475 | 12/31/2023 |
Petra Financial Advisors Inc. | 6,743 | $474 | 03/31/2024 |
IEFA | 6,743 | $474 | 03/31/2024 |
Lyell Wealth Management LP | 6,715 | $472 | 12/31/2023 |
IEFA | 6,715 | $472 | 12/31/2023 |
My Legacy Advisors LLC | 6,729 | $469 | 12/31/2023 |
IEFA | 6,729 | $469 | 12/31/2023 |
Founders Financial Alliance LLC | 6,654 | $468 | 12/31/2023 |
IEFA | 6,654 | $468 | 12/31/2023 |
American National Bank & Trust Co. VA | 6,294 | $467 | 03/31/2024 |
IEFA | 6,294 | $467 | 03/31/2024 |
Slagle Financial LLC | 6,638 | $467 | 12/31/2023 |
IEFA | 6,638 | $467 | 12/31/2023 |
UNIVEST FINANCIAL Corp | 6,599 | $464 | 12/31/2023 |
IEFA | 6,599 | $464 | 12/31/2023 |
Accredited Investors Inc. | 6,589 | $464 | 12/31/2023 |
IEFA | 6,589 | $464 | 12/31/2023 |
GAMMA Investing LLC | 6,220 | $462 | 03/31/2024 |
IEFA | 6,220 | $462 | 03/31/2024 |
Gold Investment Management Ltd. | 6,567 | $462 | 12/31/2023 |
IEFA | 6,567 | $462 | 12/31/2023 |
High Falls Advisors Inc | 6,488 | $456 | 12/31/2023 |
IEFA | 6,488 | $456 | 12/31/2023 |
Capital Group Private Client Services Inc. | 6,481 | $456 | 12/31/2023 |
IEFA | 6,481 | $456 | 12/31/2023 |
Hills Bank & Trust Co | 6,458 | $454 | 12/31/2023 |
IEFA | 6,458 | $454 | 12/31/2023 |
Forte Asset Management LLC | 6,459 | $454 | 12/31/2023 |
IEFA | 6,459 | $454 | 12/31/2023 |
MontVue Capital Management Inc. | 6,447 | $454 | 12/31/2023 |
IEFA | 6,447 | $454 | 12/31/2023 |
Willis Johnson & Associates Inc. | 6,100 | $453 | 03/31/2024 |
IEFA | 6,100 | $453 | 03/31/2024 |
Kraft Davis & Associates LLC | 6,469 | $452 | 12/31/2023 |
IEFA | 6,469 | $452 | 12/31/2023 |
Richardson Financial Services Inc. | 6,422 | $452 | 12/31/2023 |
IEFA | 6,422 | $452 | 12/31/2023 |
Townsend Asset Management Corp NC ADV | 6,360 | $447 | 12/31/2023 |
IEFA | 6,360 | $447 | 12/31/2023 |
Key Financial Inc | 6,333 | $446 | 12/31/2023 |
IEFA | 6,333 | $446 | 12/31/2023 |
American Capital Advisory LLC | 6,312 | $444 | 12/31/2023 |
IEFA | 6,312 | $444 | 12/31/2023 |
Northwest Capital Management Inc | 5,945 | $441 | 03/31/2024 |
IEFA | 5,945 | $441 | 03/31/2024 |
Keudell Morrison Wealth Management | 6,252 | $440 | 12/31/2023 |
IEFA | 6,252 | $440 | 12/31/2023 |
Radnor Capital Management LLC | 5,860 | $435 | 03/31/2024 |
IEFA | 5,860 | $435 | 03/31/2024 |
Amplius Wealth Advisors LLC | 5,816 | $432 | 03/31/2024 |
IEFA | 5,816 | $432 | 03/31/2024 |
Rathbone Brothers plc | 6,100 | $429 | 12/31/2023 |
IEFA | 6,100 | $429 | 12/31/2023 |
Windham Capital Management LLC | 6,083 | $428 | 12/31/2023 |
IEFA | 6,083 | $428 | 12/31/2023 |
Little House Capital LLC | 5,753 | $427 | 03/31/2024 |
IEFA | 5,753 | $427 | 03/31/2024 |
Red Door Wealth Management LLC | 5,754 | $427 | 03/31/2024 |
IEFA | 5,754 | $427 | 03/31/2024 |
RTD Financial Advisors Inc. | 5,714 | $424 | 03/31/2024 |
IEFA | 5,714 | $424 | 03/31/2024 |
Guardian Wealth Advisors LLC NC | 6,024 | $424 | 12/31/2023 |
IEFA | 6,024 | $424 | 12/31/2023 |
Appleton Partners Inc. MA | 5,671 | $421 | 03/31/2024 |
IEFA | 5,671 | $421 | 03/31/2024 |
LifePro Asset Management | 5,658 | $420 | 03/31/2024 |
IEFA | 5,658 | $420 | 03/31/2024 |
Meridian Management Co. | 5,974 | $419 | 12/31/2023 |
IEFA | 5,974 | $419 | 12/31/2023 |
Leverty Financial Group LLC | 5,635 | $418 | 03/31/2024 |
IEFA | 5,635 | $418 | 03/31/2024 |
Kickstand Ventures LLC. | 5,946 | $418 | 12/31/2023 |
IEFA | 5,946 | $418 | 12/31/2023 |
Burke & Herbert Bank & Trust Co. | 5,613 | $417 | 03/31/2024 |
IEFA | 5,613 | $417 | 03/31/2024 |
Clarkston Capital Partners LLC | 5,928 | $417 | 12/31/2023 |
IEFA | 5,928 | $417 | 12/31/2023 |
Charter Trust Co. | 5,606 | $416 | 03/31/2024 |
IEFA | 5,606 | $416 | 03/31/2024 |
Coho Partners Ltd. | 5,919 | $416 | 12/31/2023 |
IEFA | 5,919 | $416 | 12/31/2023 |
Oarsman Capital Inc. | 5,913 | $416 | 12/31/2023 |
IEFA | 5,913 | $416 | 12/31/2023 |
Keel Point LLC | 5,592 | $415 | 03/31/2024 |
IEFA | 5,592 | $415 | 03/31/2024 |
Thomasville National Bank | 5,575 | $414 | 03/31/2024 |
IEFA | 5,575 | $414 | 03/31/2024 |
Mayfair Advisory Group LLC | 5,577 | $414 | 03/31/2024 |
IEFA | 5,577 | $414 | 03/31/2024 |
Capasso Planning Partners LLC | 5,584 | $414 | 03/31/2024 |
IEFA | 5,584 | $414 | 03/31/2024 |
Voisard Asset Management Group Inc. | 5,577 | $414 | 03/31/2024 |
IEFA | 5,577 | $414 | 03/31/2024 |
Elite Life Management LLC | 5,884 | $414 | 12/31/2023 |
IEFA | 5,884 | $414 | 12/31/2023 |
Maryland Capital Advisors Inc. | 5,548 | $412 | 03/31/2024 |
IEFA | 5,548 | $412 | 03/31/2024 |
Obermeyer Wood Investment Counsel Lllp | 5,840 | $411 | 12/31/2023 |
IEFA | 5,840 | $411 | 12/31/2023 |
TD Waterhouse Canada Inc. | 5,557 | $408 | 12/31/2023 |
IEFA | 5,557 | $408 | 12/31/2023 |
Mendota Financial Group LLC | 5,471 | $406 | 03/31/2024 |
IEFA | 5,471 | $406 | 03/31/2024 |
D Orazio & Associates Inc. | 5,776 | $406 | 12/31/2023 |
IEFA | 5,776 | $406 | 12/31/2023 |
Lowe Wealth Advisors LLC | 5,457 | $405 | 03/31/2024 |
IEFA | 5,457 | $405 | 03/31/2024 |
Focus Financial Network Inc. | 5,719 | $405 | 03/31/2024 |
IEFA | 5,719 | $405 | 03/31/2024 |
Joel Isaacson & Co. LLC | 5,758 | $405 | 12/31/2023 |
IEFA | 5,758 | $405 | 12/31/2023 |
Birch Hill Investment Advisors LLC | 5,739 | $404 | 12/31/2023 |
IEFA | 5,739 | $404 | 12/31/2023 |
DDFG Inc | 5,721 | $402 | 12/31/2023 |
IEFA | 5,721 | $402 | 12/31/2023 |
Lateef Investment Management L.P. | 5,400 | $401 | 03/31/2024 |
IEFA | 5,400 | $401 | 03/31/2024 |
Eaton Financial Holdings Company LLC | 5,406 | $401 | 03/31/2024 |
IEFA | 5,406 | $401 | 03/31/2024 |
Bourgeon Capital Management LLC | 5,366 | $398 | 03/31/2024 |
IEFA | 5,366 | $398 | 03/31/2024 |
Golden Road Advisors LLC | 5,317 | $395 | 03/31/2024 |
IEFA | 5,317 | $395 | 03/31/2024 |
Winthrop Advisory Group LLC | 5,314 | $394 | 03/31/2024 |
IEFA | 5,314 | $394 | 03/31/2024 |
Bromfield Sneider Wealth Advisors | 5,312 | $394 | 03/31/2024 |
IEFA | 5,312 | $394 | 03/31/2024 |
Berger Financial Group Inc | 5,232 | $388 | 03/31/2024 |
IEFA | 5,232 | $388 | 03/31/2024 |
Connectus Wealth LLC | 5,520 | $388 | 12/31/2023 |
IEFA | 5,520 | $388 | 12/31/2023 |
Advocacy Wealth Management Services LLC | 5,219 | $387 | 03/31/2024 |
IEFA | 5,219 | $387 | 03/31/2024 |
Renasant Bank | 5,505 | $387 | 12/31/2023 |
IEFA | 5,505 | $387 | 12/31/2023 |
Schaper Benz & Wise Investment Counsel Inc. WI | 5,466 | $385 | 12/31/2023 |
IEFA | 5,466 | $385 | 12/31/2023 |
Ethos Financial Group LLC | 5,460 | $384 | 12/31/2023 |
IEFA | 5,460 | $384 | 12/31/2023 |
CPA Asset Management LLC | 5,455 | $384 | 12/31/2023 |
IEFA | 5,455 | $384 | 12/31/2023 |
Adams Wealth Management | 5,443 | $383 | 12/31/2023 |
IEFA | 5,443 | $383 | 12/31/2023 |
Phillips Wealth Planners LLC | 5,558 | $382 | 12/31/2023 |
IEFA | 5,558 | $382 | 12/31/2023 |
Green Harvest Asset Management LLC | 5,418 | $381 | 12/31/2023 |
IEFA | 5,418 | $381 | 12/31/2023 |
Cairn Investment Group Inc. | 5,052 | $375 | 03/31/2024 |
IEFA | 5,052 | $375 | 03/31/2024 |
United Bank | 5,330 | $375 | 12/31/2023 |
IEFA | 5,330 | $375 | 12/31/2023 |
Avondale Wealth Management | 5,000 | $371 | 03/31/2024 |
IEFA | 5,000 | $371 | 03/31/2024 |
Inlet Private Wealth LLC | 5,253 | $370 | 12/31/2023 |
IEFA | 5,253 | $370 | 12/31/2023 |
Root Financial Partners LLC | 4,977 | $369 | 03/31/2024 |
IEFA | 4,977 | $369 | 03/31/2024 |
PFW Advisors LLC | 4,950 | $367 | 03/31/2024 |
IEFA | 4,950 | $367 | 03/31/2024 |
Gould Asset Management LLC CA | 5,222 | $367 | 12/31/2023 |
IEFA | 5,222 | $367 | 12/31/2023 |
Elgethun Capital Management | 5,213 | $367 | 12/31/2023 |
IEFA | 5,213 | $367 | 12/31/2023 |
TCG Advisory Services LLC | 5,208 | $366 | 12/31/2023 |
IEFA | 5,208 | $366 | 12/31/2023 |
Proficio Capital Partners LLC | 5,185 | $365 | 12/31/2023 |
IEFA | 5,185 | $365 | 12/31/2023 |
Modus Advisors LLC | 4,910 | $364 | 03/31/2024 |
IEFA | 4,910 | $364 | 03/31/2024 |
Fortitude Family Office LLC | 4,903 | $364 | 03/31/2024 |
IEFA | 4,903 | $364 | 03/31/2024 |
Brand Asset Management Group Inc. | 5,171 | $364 | 12/31/2023 |
IEFA | 5,171 | $364 | 12/31/2023 |
Secure Asset Management LLC | 5,153 | $363 | 12/31/2023 |
IEFA | 5,153 | $363 | 12/31/2023 |
Stolper Co | 4,873 | $362 | 03/31/2024 |
IEFA | 4,873 | $362 | 03/31/2024 |
Belpointe Asset Management LLC | 5,139 | $362 | 12/31/2023 |
IEFA | 5,139 | $362 | 12/31/2023 |
Burt Wealth Advisors | 4,865 | $361 | 03/31/2024 |
IEFA | 4,865 | $361 | 03/31/2024 |
Dakota Wealth Management | 4,861 | $361 | 03/31/2024 |
IEFA | 4,861 | $361 | 03/31/2024 |
Sound Income Strategies LLC | 4,869 | $361 | 03/31/2024 |
IEFA | 4,869 | $361 | 03/31/2024 |
Summit Investment Advisory Services LLC | 4,852 | $360 | 03/31/2024 |
IEFA | 4,852 | $360 | 03/31/2024 |
Alamar Capital Management LLC | 5,117 | $360 | 12/31/2023 |
IEFA | 5,117 | $360 | 12/31/2023 |
MorganRosel Wealth Management LLC | 4,809 | $357 | 03/31/2024 |
IEFA | 4,809 | $357 | 03/31/2024 |
Gateway Wealth Partners LLC | 5,057 | $356 | 12/31/2023 |
IEFA | 5,057 | $356 | 12/31/2023 |
MJP Associates Inc. ADV | 4,779 | $355 | 03/31/2024 |
IEFA | 4,779 | $355 | 03/31/2024 |
Ally Invest Advisors Inc. | 5,053 | $355 | 12/31/2023 |
IEFA | 5,053 | $355 | 12/31/2023 |
Savvy Advisors Inc. | 5,041 | $355 | 12/31/2023 |
IEFA | 5,041 | $355 | 12/31/2023 |
Twelve Points Wealth Management LLC | 4,775 | $354 | 03/31/2024 |
IEFA | 4,775 | $354 | 03/31/2024 |
Advisor OS LLC | 5,039 | $354 | 12/31/2023 |
IEFA | 5,039 | $354 | 12/31/2023 |
Davidson Trust Co. | 5,023 | $353 | 12/31/2023 |
IEFA | 5,023 | $353 | 12/31/2023 |
American Trust | 5,015 | $353 | 12/31/2023 |
IEFA | 5,015 | $353 | 12/31/2023 |
Alpha Cubed Investments LLC | 4,727 | $351 | 03/31/2024 |
IEFA | 4,727 | $351 | 03/31/2024 |
Grant Street Asset Management Inc. | 4,987 | $351 | 12/31/2023 |
IEFA | 4,987 | $351 | 12/31/2023 |
Kayne Anderson Rudnick Investment Management LLC | 4,982 | $350 | 12/31/2023 |
IEFA | 4,982 | $350 | 12/31/2023 |
Pinnacle Associates Ltd. | 4,941 | $348 | 12/31/2023 |
IEFA | 4,941 | $348 | 12/31/2023 |
Norway Savings Bank | 4,651 | $345 | 03/31/2024 |
IEFA | 4,651 | $345 | 03/31/2024 |
River Wealth Advisors LLC | 4,892 | $344 | 12/31/2023 |
IEFA | 4,892 | $344 | 12/31/2023 |
Marble Harbor Investment Counsel LLC | 4,881 | $343 | 12/31/2023 |
IEFA | 4,881 | $343 | 12/31/2023 |
Anchor Capital Advisors LLC | 4,867 | $342 | 12/31/2023 |
IEFA | 4,867 | $342 | 12/31/2023 |
Pineridge Advisors LLC | 4,844 | $341 | 12/31/2023 |
IEFA | 4,844 | $341 | 12/31/2023 |
Keb Asset Management LLC | 4,587 | $340 | 03/31/2024 |
IEFA | 4,587 | $340 | 03/31/2024 |
Blue Barn Wealth LLC | 4,783 | $336 | 12/31/2023 |
IEFA | 4,783 | $336 | 12/31/2023 |
Pflug Koory LLC | 4,493 | $333 | 03/31/2024 |
IEFA | 4,493 | $333 | 03/31/2024 |
Investors Research Corp | 4,721 | $332 | 12/31/2023 |
IEFA | 4,721 | $332 | 12/31/2023 |
Columbia Advisory Partners LLC | 4,432 | $329 | 03/31/2024 |
IEFA | 4,432 | $329 | 03/31/2024 |
Ausdal Financial Partners Inc. | 4,419 | $328 | 03/31/2024 |
IEFA | 4,419 | $328 | 03/31/2024 |
Satovsky Asset Management LLC | 4,420 | $328 | 03/31/2024 |
IEFA | 4,420 | $328 | 03/31/2024 |
Mascoma Wealth Management LLC | 4,664 | $328 | 12/31/2023 |
IEFA | 4,664 | $328 | 12/31/2023 |
Norris Perne & French LLP MI | 4,378 | $325 | 03/31/2024 |
IEFA | 4,378 | $325 | 03/31/2024 |
GSG Advisors LLC | 4,393 | $324 | 03/31/2024 |
IEFA | 4,393 | $324 | 03/31/2024 |
Rowland & Co. Investment Counsel ADV | 4,358 | $323 | 03/31/2024 |
IEFA | 4,358 | $323 | 03/31/2024 |
First Financialcorp IN | 4,345 | $322 | 03/31/2024 |
IEFA | 4,345 | $322 | 03/31/2024 |
Gries Financial LLC | 4,578 | $322 | 12/31/2023 |
IEFA | 4,578 | $322 | 12/31/2023 |
Edgemoor Investment Advisors Inc. | 4,576 | $322 | 12/31/2023 |
IEFA | 4,576 | $322 | 12/31/2023 |
Ballast Advisors LLC | 4,558 | $321 | 12/31/2023 |
IEFA | 4,558 | $321 | 12/31/2023 |
Nixon Peabody Trust Co. | 4,543 | $320 | 12/31/2023 |
IEFA | 4,543 | $320 | 12/31/2023 |
Edgestream Partners L.P. | 4,528 | $319 | 12/31/2023 |
IEFA | 4,528 | $319 | 12/31/2023 |
Sentinel Pension Advisors Inc. | 4,538 | $319 | 12/31/2023 |
IEFA | 4,538 | $319 | 12/31/2023 |
Jacobi Capital Management LLC | 4,485 | $316 | 12/31/2023 |
IEFA | 4,485 | $316 | 12/31/2023 |
Financial Perspectives Inc | 4,234 | $314 | 03/31/2024 |
IEFA | 4,234 | $314 | 03/31/2024 |
GM Advisory Group Inc. | 4,464 | $314 | 12/31/2023 |
IEFA | 4,464 | $314 | 12/31/2023 |
Team Hewins LLC | 4,467 | $314 | 12/31/2023 |
IEFA | 4,467 | $314 | 12/31/2023 |
Private Portfolio Partners LLC | 4,454 | $313 | 12/31/2023 |
IEFA | 4,454 | $313 | 12/31/2023 |
Alpha Omega Wealth Management LLC | 4,198 | $312 | 03/31/2024 |
IEFA | 4,198 | $312 | 03/31/2024 |
Total Wealth Planning LLC | 4,200 | $312 | 03/31/2024 |
IEFA | 4,200 | $312 | 03/31/2024 |
Vista Investment Management | 4,430 | $312 | 12/31/2023 |
IEFA | 4,430 | $312 | 12/31/2023 |
Insigneo Advisory Services LLC | 4,422 | $311 | 12/31/2023 |
IEFA | 4,422 | $311 | 12/31/2023 |
Estate Counselors LLC | 4,410 | $310 | 12/31/2023 |
IEFA | 4,410 | $310 | 12/31/2023 |
First National Bank of Omaha | 4,389 | $309 | 12/31/2023 |
IEFA | 4,389 | $309 | 12/31/2023 |
Keener Financial Planning LLC | 4,360 | $307 | 12/31/2023 |
IEFA | 4,360 | $307 | 12/31/2023 |
Wolff Wiese Magana LLC | 4,125 | $306 | 03/31/2024 |
IEFA | 4,125 | $306 | 03/31/2024 |
Essex Savings Bank | 4,333 | $305 | 03/31/2024 |
IEFA | 4,333 | $305 | 03/31/2024 |
VERITY Wealth Advisors | 4,050 | $301 | 03/31/2024 |
IEFA | 4,050 | $301 | 03/31/2024 |
Kathmere Capital Management LLC | 4,058 | $301 | 03/31/2024 |
IEFA | 4,058 | $301 | 03/31/2024 |
GLOBALT Investments LLC GA | 4,263 | $300 | 12/31/2023 |
IEFA | 4,263 | $300 | 12/31/2023 |
Sfmg LLC | 4,244 | $299 | 12/31/2023 |
IEFA | 4,244 | $299 | 12/31/2023 |
Ridgewood Investments LLC | 4,016 | $298 | 03/31/2024 |
IEFA | 4,016 | $298 | 03/31/2024 |
Williams Jones Wealth Management LLC. | 4,231 | $298 | 12/31/2023 |
IEFA | 4,231 | $298 | 12/31/2023 |
Keebeck Wealth Management LLC | 4,238 | $298 | 12/31/2023 |
IEFA | 4,238 | $298 | 12/31/2023 |
Bridgeworth LLC | 4,218 | $297 | 12/31/2023 |
IEFA | 4,218 | $297 | 12/31/2023 |
Nicholas Hoffman & Company LLC. | 3,987 | $296 | 03/31/2024 |
IEFA | 3,987 | $296 | 03/31/2024 |
Schrum Private Wealth Management LLC | 4,213 | $296 | 12/31/2023 |
IEFA | 4,213 | $296 | 12/31/2023 |
Rockland Trust Co. | 3,970 | $295 | 03/31/2024 |
IEFA | 3,970 | $295 | 03/31/2024 |
PBMares Wealth Management LLC | 4,200 | $295 | 12/31/2023 |
IEFA | 4,200 | $295 | 12/31/2023 |
Trust Co. of Vermont | 4,174 | $294 | 12/31/2023 |
IEFA | 4,174 | $294 | 12/31/2023 |
Landmark Wealth Management LLC | 3,945 | $293 | 03/31/2024 |
IEFA | 3,945 | $293 | 03/31/2024 |
Register Financial Advisors LLC | 3,944 | $293 | 03/31/2024 |
IEFA | 3,944 | $293 | 03/31/2024 |
Hyman Charles D | 4,167 | $293 | 12/31/2023 |
IEFA | 4,167 | $293 | 12/31/2023 |
Raleigh Capital Management Inc. | 4,169 | $293 | 12/31/2023 |
IEFA | 4,169 | $293 | 12/31/2023 |
White Pine Capital LLC | 4,130 | $291 | 12/31/2023 |
IEFA | 4,130 | $291 | 12/31/2023 |
Rise Advisors LLC | 3,854 | $286 | 03/31/2024 |
IEFA | 3,854 | $286 | 03/31/2024 |
Gray Private Wealth LLC | 3,847 | $286 | 03/31/2024 |
IEFA | 3,847 | $286 | 03/31/2024 |
Tobias Financial Advisors Inc. | 4,064 | $286 | 12/31/2023 |
IEFA | 4,064 | $286 | 12/31/2023 |
Roberts Glore & Co. Inc. IL | 4,045 | $285 | 12/31/2023 |
IEFA | 4,045 | $285 | 12/31/2023 |
SFG Wealth Management LLC. | 4,057 | $285 | 12/31/2023 |
IEFA | 4,057 | $285 | 12/31/2023 |
JFG Wealth Management LLC | 4,016 | $283 | 12/31/2023 |
IEFA | 4,016 | $283 | 12/31/2023 |
Logan Capital Management Inc. | 4,009 | $282 | 12/31/2023 |
IEFA | 4,009 | $282 | 12/31/2023 |
QRG Capital Management Inc. | 4,010 | $282 | 12/31/2023 |
IEFA | 4,010 | $282 | 12/31/2023 |
TPG Financial Advisors LLC | 4,010 | $281 | 12/31/2023 |
IEFA | 4,010 | $281 | 12/31/2023 |
Anchor Investment Management LLC | 3,964 | $279 | 12/31/2023 |
IEFA | 3,964 | $279 | 12/31/2023 |
Cahill Wealth Management LLC | 3,972 | $279 | 12/31/2023 |
IEFA | 3,972 | $279 | 12/31/2023 |
Total Clarity Wealth Management Inc. | 3,741 | $278 | 03/31/2024 |
IEFA | 3,741 | $278 | 03/31/2024 |
Key Client Fiduciary Advisors LLC | 3,745 | $278 | 03/31/2024 |
IEFA | 3,745 | $278 | 03/31/2024 |
Mitchell Capital Management Co. | 3,924 | $276 | 12/31/2023 |
IEFA | 3,924 | $276 | 12/31/2023 |
Advisory Alpha LLC | 3,927 | $276 | 12/31/2023 |
IEFA | 3,927 | $276 | 12/31/2023 |
GW&K Investment Management LLC | 3,909 | $275 | 12/31/2023 |
IEFA | 3,909 | $275 | 12/31/2023 |
Retirement Planning Group | 3,692 | $274 | 03/31/2024 |
IEFA | 3,692 | $274 | 03/31/2024 |
Zullo Investment Group Inc. | 3,676 | $273 | 03/31/2024 |
IEFA | 3,676 | $273 | 03/31/2024 |
New Century Financial Group LLC | 3,668 | $272 | 03/31/2024 |
IEFA | 3,668 | $272 | 03/31/2024 |
Gerber Kawasaki Wealth & Investment Management | 3,847 | $271 | 12/31/2023 |
IEFA | 3,847 | $271 | 12/31/2023 |
Fiduciary Alliance LLC | 3,647 | $269 | 03/31/2024 |
IEFA | 3,647 | $269 | 03/31/2024 |
Thrive Wealth Management LLC | 3,617 | $268 | 03/31/2024 |
IEFA | 3,617 | $268 | 03/31/2024 |
Hazlett Burt & Watson Inc. | 3,789 | $268 | 12/31/2023 |
IEFA | 3,789 | $268 | 12/31/2023 |
Onyx Bridge Wealth Group LLC | 3,808 | $268 | 12/31/2023 |
IEFA | 3,808 | $268 | 12/31/2023 |
Davis R M Inc. | 3,779 | $266 | 12/31/2023 |
IEFA | 3,779 | $266 | 12/31/2023 |
XML Financial LLC | 3,782 | $266 | 12/31/2023 |
IEFA | 3,782 | $266 | 12/31/2023 |
BlackDiamond Wealth Management Inc. | 3,819 | $266 | 12/31/2023 |
IEFA | 3,819 | $266 | 12/31/2023 |
Elk River Wealth Management LLC | 3,553 | $264 | 03/31/2024 |
IEFA | 3,553 | $264 | 03/31/2024 |
Clark Capital Management Group Inc. | 3,751 | $264 | 12/31/2023 |
IEFA | 3,751 | $264 | 12/31/2023 |
Seascape Capital Management | 3,750 | $264 | 12/31/2023 |
IEFA | 3,750 | $264 | 12/31/2023 |
Trueblood Wealth Management LLC | 3,758 | $264 | 12/31/2023 |
IEFA | 3,758 | $264 | 12/31/2023 |
Balanced Rock Investment Advisor | 3,759 | $264 | 12/31/2023 |
IEFA | 3,759 | $264 | 12/31/2023 |
Chapin Davis Inc. | 3,543 | $263 | 03/31/2024 |
IEFA | 3,543 | $263 | 03/31/2024 |
Horan Capital Advisors LLC. | 3,737 | $263 | 12/31/2023 |
IEFA | 3,737 | $263 | 12/31/2023 |
Twin Peaks Wealth Advisors LLC | 3,536 | $262 | 03/31/2024 |
IEFA | 3,536 | $262 | 03/31/2024 |
Golden State Equity Partners | 3,715 | $261 | 12/31/2023 |
IEFA | 3,715 | $261 | 12/31/2023 |
Stephens Inc. AR | 3,699 | $260 | 12/31/2023 |
IEFA | 3,699 | $260 | 12/31/2023 |
Oxinas Partners Wealth Management LLC | 3,491 | $259 | 03/31/2024 |
IEFA | 3,491 | $259 | 03/31/2024 |
Sage Mountain Advisors LLC | 3,490 | $259 | 03/31/2024 |
IEFA | 3,490 | $259 | 03/31/2024 |
Compass Wealth Management LLC | 3,477 | $258 | 03/31/2024 |
IEFA | 3,477 | $258 | 03/31/2024 |
Burney Co. | 3,672 | $258 | 12/31/2023 |
IEFA | 3,672 | $258 | 12/31/2023 |
Atlas Private Wealth Advisors | 3,670 | $258 | 12/31/2023 |
IEFA | 3,670 | $258 | 12/31/2023 |
Ingalls & Snyder LLC | 3,645 | $256 | 12/31/2023 |
IEFA | 3,645 | $256 | 12/31/2023 |
Cassaday & Co Wealth Management LLC | 3,604 | $254 | 12/31/2023 |
IEFA | 3,604 | $254 | 12/31/2023 |
Sunpointe LLC | 3,411 | $253 | 03/31/2024 |
IEFA | 3,411 | $253 | 03/31/2024 |
Plan Group Financial LLC | 3,582 | $252 | 12/31/2023 |
IEFA | 3,582 | $252 | 12/31/2023 |
Epic Trust Investment Advisors LLC | 3,380 | $251 | 03/31/2024 |
IEFA | 3,380 | $251 | 03/31/2024 |
BOKF NA | 3,561 | $251 | 12/31/2023 |
IEFA | 3,561 | $251 | 12/31/2023 |
Gerber LLC | 3,357 | $249 | 03/31/2024 |
IEFA | 3,357 | $249 | 03/31/2024 |
Formidable Asset Management LLC | 3,537 | $249 | 12/31/2023 |
IEFA | 3,537 | $249 | 12/31/2023 |
CoreCap Advisors LLC | 3,533 | $249 | 12/31/2023 |
IEFA | 3,533 | $249 | 12/31/2023 |
Gemmer Asset Management LLC | 3,346 | $248 | 03/31/2024 |
IEFA | 3,346 | $248 | 03/31/2024 |
Versant Capital Management Inc | 3,341 | $248 | 03/31/2024 |
IEFA | 3,341 | $248 | 03/31/2024 |
CBIZ Investment Advisory Services LLC | 3,520 | $248 | 12/31/2023 |
IEFA | 3,520 | $248 | 12/31/2023 |
City State Bank | 3,325 | $247 | 03/31/2024 |
IEFA | 3,325 | $247 | 03/31/2024 |
Family Wealth Group LLC | 3,506 | $247 | 12/31/2023 |
IEFA | 3,506 | $247 | 12/31/2023 |
Hibernia Wealth Partners LLC | 3,487 | $245 | 12/31/2023 |
IEFA | 3,487 | $245 | 12/31/2023 |
Fortune Financial Advisors LLC | 3,282 | $244 | 03/31/2024 |
IEFA | 3,282 | $244 | 03/31/2024 |
Aureus Asset Management LLC | 3,468 | $244 | 12/31/2023 |
IEFA | 3,468 | $244 | 12/31/2023 |
Guerra Pan Advisors LLC | 3,470 | $244 | 12/31/2023 |
IEFA | 3,470 | $244 | 12/31/2023 |
Hoge Financial Services LLC | 3,475 | $244 | 12/31/2023 |
IEFA | 3,475 | $244 | 12/31/2023 |
GenTrust LLC | 3,273 | $243 | 03/31/2024 |
IEFA | 3,273 | $243 | 03/31/2024 |
DT Investment Partners LLC | 3,463 | $243 | 12/31/2023 |
IEFA | 3,463 | $243 | 12/31/2023 |
Forum Financial Management LP | 3,456 | $243 | 12/31/2023 |
IEFA | 3,456 | $243 | 12/31/2023 |
Leo Wealth LLC | 3,452 | $243 | 12/31/2023 |
IEFA | 3,452 | $243 | 12/31/2023 |
DF Dent & Co. Inc. | 3,430 | $241 | 12/31/2023 |
IEFA | 3,430 | $241 | 12/31/2023 |
Atlantic Union Bankshares Corp | 3,201 | $238 | 03/31/2024 |
IEFA | 3,201 | $238 | 03/31/2024 |
Vermillion & White Wealth Management Group LLC | 3,389 | $238 | 12/31/2023 |
IEFA | 3,389 | $238 | 12/31/2023 |
Trust Co of the South | 3,195 | $237 | 03/31/2024 |
IEFA | 3,195 | $237 | 03/31/2024 |
Detalus Advisors LLC | 3,183 | $236 | 03/31/2024 |
IEFA | 3,183 | $236 | 03/31/2024 |
Duncan Williams Asset Management LLC | 3,184 | $236 | 03/31/2024 |
IEFA | 3,184 | $236 | 03/31/2024 |
Good Life Advisors LLC | 3,353 | $236 | 12/31/2023 |
IEFA | 3,353 | $236 | 12/31/2023 |
Retirement Income Solutions Inc | 3,361 | $236 | 12/31/2023 |
IEFA | 3,361 | $236 | 12/31/2023 |
Alta Wealth Advisors LLC | 3,357 | $236 | 12/31/2023 |
IEFA | 3,357 | $236 | 12/31/2023 |
Pinnacle Financial Group LLC IL | 3,350 | $236 | 12/31/2023 |
IEFA | 3,350 | $236 | 12/31/2023 |
Central Bank & Trust Co. | 3,161 | $235 | 03/31/2024 |
IEFA | 3,161 | $235 | 03/31/2024 |
Capital Advisors Wealth Management LLC | 3,171 | $235 | 03/31/2024 |
IEFA | 3,171 | $235 | 03/31/2024 |
Patten & Patten Inc. TN | 3,336 | $235 | 12/31/2023 |
IEFA | 3,336 | $235 | 12/31/2023 |
Scarborough Advisors LLC | 3,319 | $233 | 12/31/2023 |
IEFA | 3,319 | $233 | 12/31/2023 |
Insight Advisors LLC PA | 3,313 | $233 | 12/31/2023 |
IEFA | 3,313 | $233 | 12/31/2023 |
Mirador Capital Partners LP | 3,126 | $232 | 03/31/2024 |
IEFA | 3,126 | $232 | 03/31/2024 |
Emprise Bank | 3,132 | $232 | 03/31/2024 |
IEFA | 3,132 | $232 | 03/31/2024 |
Sheets Smith Wealth Management | 3,299 | $232 | 12/31/2023 |
IEFA | 3,299 | $232 | 12/31/2023 |
Belvedere Trading LLC | $232 | 12/31/2023 | |
Call | 3,500 | $246 | 12/31/2023 |
Put | 200 | $14 | 12/31/2023 |
Newton One Investments LLC | 3,119 | $231 | 03/31/2024 |
IEFA | 3,119 | $231 | 03/31/2024 |
Camden National Bank | 3,279 | $231 | 12/31/2023 |
IEFA | 3,279 | $231 | 12/31/2023 |
Somerset Trust Co | 3,098 | $230 | 03/31/2024 |
IEFA | 3,098 | $230 | 03/31/2024 |
HBW Advisory Services LLC | 3,265 | $230 | 03/31/2024 |
IEFA | 3,265 | $230 | 03/31/2024 |
Chilton Capital Management LLC | 3,258 | $229 | 12/31/2023 |
IEFA | 3,258 | $229 | 12/31/2023 |
Prosperity Planning Inc. | 3,074 | $228 | 03/31/2024 |
IEFA | 3,074 | $228 | 03/31/2024 |
Cardinal Point Capital Management ULC | 3,078 | $228 | 03/31/2024 |
IEFA | 3,078 | $228 | 03/31/2024 |
Theory Financial LLC | 3,231 | $227 | 12/31/2023 |
IEFA | 3,231 | $227 | 12/31/2023 |
Melfa Wealth Management LLC | 3,039 | $226 | 03/31/2024 |
IEFA | 3,039 | $226 | 03/31/2024 |
Proffitt & Goodson Inc. | 3,031 | $225 | 03/31/2024 |
IEFA | 3,031 | $225 | 03/31/2024 |
Motco | 3,192 | $225 | 12/31/2023 |
IEFA | 3,192 | $225 | 12/31/2023 |
Coppell Advisory Solutions LLC | 3,194 | $225 | 12/31/2023 |
IEFA | 3,194 | $225 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 3,014 | $224 | 03/31/2024 |
IEFA | 3,014 | $224 | 03/31/2024 |
Private Ocean LLC | 3,005 | $223 | 03/31/2024 |
IEFA | 3,005 | $223 | 03/31/2024 |
Argent Capital Management LLC | 3,140 | $221 | 12/31/2023 |
IEFA | 3,140 | $221 | 12/31/2023 |
Running Point Capital Advisors LLC | 3,147 | $221 | 12/31/2023 |
IEFA | 3,147 | $221 | 12/31/2023 |
Badgley Phelps Wealth Managers LLC | 3,144 | $221 | 12/31/2023 |
IEFA | 3,144 | $221 | 12/31/2023 |
Vertex Planning Partners LLC | 3,145 | $221 | 12/31/2023 |
IEFA | 3,145 | $221 | 12/31/2023 |
Gill Capital Partners LLC | 3,133 | $220 | 12/31/2023 |
IEFA | 3,133 | $220 | 12/31/2023 |
Clear Creek Financial Management LLC | 3,129 | $220 | 12/31/2023 |
IEFA | 3,129 | $220 | 12/31/2023 |
Gitterman Wealth Management LLC | 3,132 | $220 | 12/31/2023 |
IEFA | 3,132 | $220 | 12/31/2023 |
Clifford Swan Investment Counsel LLC | 2,954 | $219 | 03/31/2024 |
IEFA | 2,954 | $219 | 03/31/2024 |
Drexel Morgan & Co. | 3,110 | $219 | 12/31/2023 |
IEFA | 3,110 | $219 | 12/31/2023 |
Baron Financial Group LLC | 3,116 | $219 | 12/31/2023 |
IEFA | 3,116 | $219 | 12/31/2023 |
Francis Financial Inc. | 2,935 | $218 | 03/31/2024 |
IEFA | 2,935 | $218 | 03/31/2024 |
Stonebridge Capital Advisors LLC | 3,105 | $218 | 12/31/2023 |
IEFA | 3,105 | $218 | 12/31/2023 |
AlphaCore Capital LLC | 3,097 | $218 | 12/31/2023 |
IEFA | 3,097 | $218 | 12/31/2023 |
HighMark Wealth Management LLC | 3,235 | $218 | 12/31/2023 |
IEFA | 3,235 | $218 | 12/31/2023 |
OneAscent Financial Services LLC | 2,916 | $216 | 03/31/2024 |
IEFA | 2,916 | $216 | 03/31/2024 |
Creekmur Asset Management LLC | 3,059 | $215 | 12/31/2023 |
IEFA | 3,059 | $215 | 12/31/2023 |
Indiana Trust & Investment Management CO | 2,880 | $214 | 03/31/2024 |
IEFA | 2,880 | $214 | 03/31/2024 |
Hyperion Partners LLC | 2,877 | $214 | 03/31/2024 |
IEFA | 2,877 | $214 | 03/31/2024 |
S&T Bank | 3,036 | $214 | 12/31/2023 |
IEFA | 3,036 | $214 | 12/31/2023 |
Vident Advisory LLC | 3,036 | $214 | 12/31/2023 |
IEFA | 3,036 | $214 | 12/31/2023 |
Able Wealth Management LLC | 3,040 | $214 | 12/31/2023 |
IEFA | 3,040 | $214 | 12/31/2023 |
Tanglewood Legacy Advisors LLC | 2,862 | $212 | 03/31/2024 |
IEFA | 2,862 | $212 | 03/31/2024 |
Bellwether Advisors LLC | 3,013 | $212 | 12/31/2023 |
IEFA | 3,013 | $212 | 12/31/2023 |
Eudaimonia Advisors LLC | 2,836 | $210 | 03/31/2024 |
IEFA | 2,836 | $210 | 03/31/2024 |
Taylor Financial Group Inc. | 2,958 | $208 | 12/31/2023 |
IEFA | 2,958 | $208 | 12/31/2023 |
Goelzer Investment Management Inc. | 2,947 | $207 | 12/31/2023 |
IEFA | 2,947 | $207 | 12/31/2023 |
Cedar Point Capital Partners LLC | 2,942 | $207 | 12/31/2023 |
IEFA | 2,942 | $207 | 12/31/2023 |
RWM Asset Management LLC | 2,759 | $205 | 03/31/2024 |
IEFA | 2,759 | $205 | 03/31/2024 |
Delap Wealth Advisory LLC | 2,894 | $204 | 12/31/2023 |
IEFA | 2,894 | $204 | 12/31/2023 |
CAPROCK Group Inc. | 2,888 | $203 | 12/31/2023 |
IEFA | 2,888 | $203 | 12/31/2023 |
Smith Moore & CO. | 2,874 | $202 | 12/31/2023 |
IEFA | 2,874 | $202 | 12/31/2023 |
ProVise Management Group LLC | 2,875 | $202 | 12/31/2023 |
IEFA | 2,875 | $202 | 12/31/2023 |
Boston Financial Mangement LLC | 2,859 | $201 | 12/31/2023 |
IEFA | 2,859 | $201 | 12/31/2023 |
ESL Trust Services LLC | 2,858 | $201 | 12/31/2023 |
IEFA | 2,858 | $201 | 12/31/2023 |
Sonora Investment Management Group LLC | 2,852 | $201 | 12/31/2023 |
IEFA | 2,852 | $201 | 12/31/2023 |
Sharkey Howes & Javer | 2,699 | $200 | 03/31/2024 |
IEFA | 2,699 | $200 | 03/31/2024 |
Harbor Advisory Corp MA | 2,849 | $200 | 12/31/2023 |
IEFA | 2,849 | $200 | 12/31/2023 |
Fortitude Advisory Group L.L.C. | 2,850 | $200 | 12/31/2023 |
IEFA | 2,850 | $200 | 12/31/2023 |
Christopher J. Hasenberg Inc | 2,687 | $199 | 03/31/2024 |
IEFA | 2,687 | $199 | 03/31/2024 |
Cape Investment Advisory Inc. | 2,778 | $195 | 12/31/2023 |
IEFA | 2,778 | $195 | 12/31/2023 |
Rosenberg Matthew Hamilton | 2,621 | $194 | 03/31/2024 |
IEFA | 2,621 | $194 | 03/31/2024 |
American National Bank | 2,603 | $193 | 03/31/2024 |
IEFA | 2,603 | $193 | 03/31/2024 |
Concord Wealth Partners | 2,710 | $191 | 12/31/2023 |
IEFA | 2,710 | $191 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 2,682 | $189 | 12/31/2023 |
IEFA | 2,682 | $189 | 12/31/2023 |
Frazier Financial Advisors LLC | 2,598 | $183 | 12/31/2023 |
IEFA | 2,598 | $183 | 12/31/2023 |
Tidemark LLC | 2,597 | $183 | 12/31/2023 |
IEFA | 2,597 | $183 | 12/31/2023 |
Richardson Capital Management LLC | 2,446 | $182 | 03/31/2024 |
IEFA | 2,446 | $182 | 03/31/2024 |
Fortis Advisors LLC | 2,565 | $180 | 12/31/2023 |
IEFA | 2,565 | $180 | 12/31/2023 |
Sanctuary Wealth Management L.L.C. | 2,560 | $180 | 12/31/2023 |
IEFA | 2,560 | $180 | 12/31/2023 |
Cassady Schiller Wealth Management LLC | 2,559 | $180 | 12/31/2023 |
IEFA | 2,559 | $180 | 12/31/2023 |
ST Germain D J Co. Inc. | 2,389 | $177 | 03/31/2024 |
IEFA | 2,389 | $177 | 03/31/2024 |
PSI Advisors LLC | 2,377 | $176 | 03/31/2024 |
IEFA | 2,377 | $176 | 03/31/2024 |
Armstrong Advisory Group Inc. | 2,458 | $173 | 03/31/2024 |
IEFA | 2,458 | $173 | 03/31/2024 |
LFA Lugano Financial Advisors SA | 2,382 | $168 | 12/31/2023 |
IEFA | 2,382 | $168 | 12/31/2023 |
Bogart Wealth LLC | 2,221 | $165 | 03/31/2024 |
IEFA | 2,221 | $165 | 03/31/2024 |
Atlantic Trust LLC | 2,331 | $164 | 12/31/2023 |
IEFA | 2,331 | $164 | 12/31/2023 |
Glassman Wealth Services | 2,278 | $160 | 12/31/2023 |
IEFA | 2,278 | $160 | 12/31/2023 |
Stone House Investment Management LLC | 2,226 | $157 | 12/31/2023 |
IEFA | 2,226 | $157 | 12/31/2023 |
Newbridge Financial Services Group Inc. | 2,088 | $155 | 03/31/2024 |
IEFA | 2,088 | $155 | 03/31/2024 |
Oxford Financial Group Ltd. | 2,199 | $155 | 12/31/2023 |
IEFA | 2,199 | $155 | 12/31/2023 |
Nvwm LLC | 2,202 | $155 | 12/31/2023 |
IEFA | 2,202 | $155 | 12/31/2023 |
Atwood & Palmer Inc. | 2,079 | $154 | 03/31/2024 |
IEFA | 2,079 | $154 | 03/31/2024 |
TCTC Holdings LLC | 2,142 | $151 | 12/31/2023 |
IEFA | 2,142 | $151 | 12/31/2023 |
Pacifica Partners Inc. | 1,966 | $145 | 03/31/2024 |
IEFA | 1,966 | $145 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 2,049 | $144 | 12/31/2023 |
IEFA | 2,049 | $144 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 2,047 | $144 | 12/31/2023 |
IEFA | 2,047 | $144 | 12/31/2023 |
Salomon & Ludwin LLC | 2,216 | $143 | 12/31/2023 |
IEFA | 2,216 | $143 | 12/31/2023 |
First PREMIER Bank | 1,898 | $141 | 03/31/2024 |
IEFA | 1,898 | $141 | 03/31/2024 |
Transcendent Capital Group LLC | 1,958 | $138 | 03/31/2024 |
IEFA | 1,958 | $138 | 03/31/2024 |
NBC Securities Inc. | 1,819 | $135 | 03/31/2024 |
IEFA | 1,819 | $135 | 03/31/2024 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,823 | $130 | 03/31/2024 |
IEFA | 1,823 | $130 | 03/31/2024 |
Optimum Investment Advisors | 1,741 | $129 | 03/31/2024 |
IEFA | 1,741 | $129 | 03/31/2024 |
Signature Resources Capital Management LLC | 1,799 | $127 | 03/31/2024 |
IEFA | 1,799 | $127 | 03/31/2024 |
Mechanics Financial Corp | 1,804 | $127 | 12/31/2023 |
IEFA | 1,804 | $127 | 12/31/2023 |
Live Oak Investment Partners | 1,806 | $127 | 12/31/2023 |
IEFA | 1,806 | $127 | 12/31/2023 |
Evermay Wealth Management LLC | 1,779 | $125 | 12/31/2023 |
IEFA | 1,779 | $125 | 12/31/2023 |
Impact Partnership Wealth LLC | 1,740 | $122 | 12/31/2023 |
IEFA | 1,740 | $122 | 12/31/2023 |
New York State Common Retirement Fund | 1,716 | $121 | 12/31/2023 |
IEFA | 1,716 | $121 | 12/31/2023 |
SRS Capital Advisors Inc. | 1,676 | $118 | 12/31/2023 |
IEFA | 1,676 | $118 | 12/31/2023 |
Bradley & Co. Private Wealth Management LLC | 1,617 | $114 | 12/31/2023 |
IEFA | 1,617 | $114 | 12/31/2023 |
Beacon Capital Management LLC | 1,579 | $102 | 12/31/2023 |
IEFA | 1,579 | $102 | 12/31/2023 |
Woodmont Investment Counsel LLC | 1,341 | $100 | 03/31/2024 |
IEFA | 1,341 | $100 | 03/31/2024 |
Blue Bell Private Wealth Management LLC | 1,329 | $99 | 03/31/2024 |
IEFA | 1,329 | $99 | 03/31/2024 |
Kopp Family Office LLC | 1,400 | $98 | 12/31/2023 |
IEFA | 1,400 | $98 | 12/31/2023 |
Spotlight Asset Group Inc. | 1,503 | $97 | 12/31/2023 |
IEFA | 1,503 | $97 | 12/31/2023 |
Citizens National Bank Trust Department | 1,350 | $95 | 12/31/2023 |
IEFA | 1,350 | $95 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 1,241 | $92 | 03/31/2024 |
IEFA | 1,241 | $92 | 03/31/2024 |
Retirement Group LLC | 1,301 | $92 | 12/31/2023 |
IEFA | 1,301 | $92 | 12/31/2023 |
Covestor Ltd | 1,306 | $92 | 12/31/2023 |
IEFA | 1,306 | $92 | 12/31/2023 |
Smithfield Trust Co. | 1,290 | $91 | 12/31/2023 |
IEFA | 1,290 | $91 | 12/31/2023 |
Jackson Grant Investment Advisers Inc. | 1,259 | $89 | 12/31/2023 |
IEFA | 1,259 | $89 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 1,182 | $88 | 03/31/2024 |
IEFA | 1,182 | $88 | 03/31/2024 |
Private Wealth Management Group LLC | 1,251 | $88 | 12/31/2023 |
IEFA | 1,251 | $88 | 12/31/2023 |
Kozak & Associates Inc. | 1,265 | $87 | 12/31/2023 |
IEFA | 1,265 | $87 | 12/31/2023 |
DiNuzzo Private Wealth Inc. | 1,235 | $87 | 12/31/2023 |
IEFA | 1,235 | $87 | 12/31/2023 |
Annis Gardner Whiting Capital Advisors LLC | 1,229 | $86 | 12/31/2023 |
IEFA | 1,229 | $86 | 12/31/2023 |
Arcadia Investment Management Corp MI | 1,132 | $84 | 03/31/2024 |
IEFA | 1,132 | $84 | 03/31/2024 |
Angeles Wealth Management LLC | 1,187 | $84 | 12/31/2023 |
IEFA | 1,187 | $84 | 12/31/2023 |
Oakworth Capital Inc. | 1,092 | $81 | 03/31/2024 |
IEFA | 1,092 | $81 | 03/31/2024 |
CarsonAllaria Wealth Management Ltd. | 1,145 | $81 | 12/31/2023 |
IEFA | 1,145 | $81 | 12/31/2023 |
Delta Asset Management LLC TN | 1,130 | $79 | 12/31/2023 |
IEFA | 1,130 | $79 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 1,054 | $78 | 03/31/2024 |
IEFA | 1,054 | $78 | 03/31/2024 |
Tacita Capital Inc | 1,113 | $78 | 12/31/2023 |
IEFA | 1,113 | $78 | 12/31/2023 |
MTM Investment Management LLC | 1,017 | $75 | 03/31/2024 |
IEFA | 1,017 | $75 | 03/31/2024 |
Cliffwater LLC | 1,036 | $73 | 12/31/2023 |
IEFA | 1,036 | $73 | 12/31/2023 |
Provence Wealth Management Group | 1,035 | $73 | 12/31/2023 |
IEFA | 1,035 | $73 | 12/31/2023 |
Rocky Mountain Advisers LLC | 1,026 | $72 | 12/31/2023 |
IEFA | 1,026 | $72 | 12/31/2023 |
Tradition Wealth Management LLC | 1,018 | $72 | 12/31/2023 |
IEFA | 1,018 | $72 | 12/31/2023 |
Cornerstone Planning Group LLC | 1,011 | $71 | 12/31/2023 |
IEFA | 1,011 | $71 | 12/31/2023 |
Gradient Investments LLC | 896 | $67 | 03/31/2024 |
IEFA | 896 | $67 | 03/31/2024 |
Thompson Investment Management Inc. | 879 | $65 | 03/31/2024 |
IEFA | 879 | $65 | 03/31/2024 |
Pittenger & Anderson Inc. | 930 | $65 | 12/31/2023 |
IEFA | 930 | $65 | 12/31/2023 |
Main Street Group LTD | 925 | $65 | 12/31/2023 |
IEFA | 925 | $65 | 12/31/2023 |
Cutler Group LP | $64 | 03/31/2024 | |
Call | 5,200 | $64 | 03/31/2024 |
Put | 100 | $0 | 03/31/2024 |
PFS Partners LLC | 837 | $62 | 03/31/2024 |
IEFA | 837 | $62 | 03/31/2024 |
Ashford Advisors LLC | 878 | $62 | 12/31/2023 |
IEFA | 878 | $62 | 12/31/2023 |
Timber Creek Capital Management LLC | 790 | $59 | 03/31/2024 |
IEFA | 790 | $59 | 03/31/2024 |
Fairman Group LLC | 832 | $59 | 12/31/2023 |
IEFA | 832 | $59 | 12/31/2023 |
Lindbrook Capital LLC | 788 | $58 | 03/31/2024 |
IEFA | 788 | $58 | 03/31/2024 |
Missouri Trust & Investment Co | 800 | $56 | 12/31/2023 |
IEFA | 800 | $56 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 777 | $55 | 12/31/2023 |
IEFA | 777 | $55 | 12/31/2023 |
Aspire Private Capital LLC | 723 | $54 | 03/31/2024 |
IEFA | 723 | $54 | 03/31/2024 |
Princeton Global Asset Management LLC | 773 | $54 | 12/31/2023 |
IEFA | 773 | $54 | 12/31/2023 |
Davis Capital Management | 654 | $48 | 03/31/2024 |
IEFA | 654 | $48 | 03/31/2024 |
First Pacific Financial | 632 | $47 | 03/31/2024 |
IEFA | 632 | $47 | 03/31/2024 |
First Personal Financial Services | 665 | $47 | 12/31/2023 |
IEFA | 665 | $47 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 600 | $45 | 03/31/2024 |
IEFA | 600 | $45 | 03/31/2024 |
Piscataqua Savings Bank | 583 | $43 | 03/31/2024 |
IEFA | 583 | $43 | 03/31/2024 |
Pin Oak Investment Advisors Inc. | 615 | $43 | 12/31/2023 |
IEFA | 615 | $43 | 12/31/2023 |
Arrow Financial Corp | 593 | $42 | 12/31/2023 |
IEFA | 593 | $42 | 12/31/2023 |
Milestone Investment Advisors LLC | 601 | $42 | 12/31/2023 |
IEFA | 601 | $42 | 12/31/2023 |
M&R Capital Management Inc. | 550 | $41 | 03/31/2024 |
IEFA | 550 | $41 | 03/31/2024 |
Criterion Capital Advisors LLC | 531 | $39 | 03/31/2024 |
IEFA | 531 | $39 | 03/31/2024 |
Sittner & Nelson LLC | 559 | $39 | 12/31/2023 |
IEFA | 559 | $39 | 12/31/2023 |
Ables Iannone Moore & Associates Inc. | 543 | $38 | 12/31/2023 |
IEFA | 543 | $38 | 12/31/2023 |
HHM Wealth Advisors LLC | 528 | $37 | 12/31/2023 |
IEFA | 528 | $37 | 12/31/2023 |
FSA Wealth Management LLC | 527 | $37 | 12/31/2023 |
IEFA | 527 | $37 | 12/31/2023 |
Atticus Wealth Management LLC | 481 | $36 | 03/31/2024 |
IEFA | 481 | $36 | 03/31/2024 |
Vima LLC | 508 | $36 | 12/31/2023 |
IEFA | 508 | $36 | 12/31/2023 |
First Manhattan Co. | 502 | $35 | 12/31/2023 |
IEFA | 502 | $35 | 12/31/2023 |
Baldwin Brothers Inc. MA | 455 | $34 | 03/31/2024 |
IEFA | 455 | $34 | 03/31/2024 |
Blume Capital Management Inc. | 477 | $34 | 12/31/2023 |
IEFA | 477 | $34 | 12/31/2023 |
Aspire Wealth Management Corp | 490 | $34 | 12/31/2023 |
IEFA | 490 | $34 | 12/31/2023 |
Pingora Partners LLC | 485 | $34 | 12/31/2023 |
IEFA | 485 | $34 | 12/31/2023 |
First Community Trust NA | 443 | $33 | 03/31/2024 |
IEFA | 443 | $33 | 03/31/2024 |
Wolverine Trading LLC | $33 | 12/31/2023 | |
Put | 12,400 | $872 | 12/31/2023 |
IEFA | 6,666 | $469 | 12/31/2023 |
Call | 6,200 | $436 | 12/31/2023 |
JJJ Advisors Inc. | 420 | $31 | 03/31/2024 |
IEFA | 420 | $31 | 03/31/2024 |
RE Dickinson Investment Advisors LLC | 417 | $29 | 12/31/2023 |
IEFA | 417 | $29 | 12/31/2023 |
Peoples Bank KS | 375 | $28 | 03/31/2024 |
IEFA | 375 | $28 | 03/31/2024 |
Hanson & Doremus Investment Management | 364 | $27 | 03/31/2024 |
IEFA | 364 | $27 | 03/31/2024 |
AlphaMark Advisors LLC | 350 | $26 | 03/31/2024 |
IEFA | 350 | $26 | 03/31/2024 |
WFA Asset Management Corp | 348 | $26 | 03/31/2024 |
IEFA | 348 | $26 | 03/31/2024 |
Clarity Asset Management Inc. | 367 | $26 | 12/31/2023 |
IEFA | 367 | $26 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 334 | $25 | 03/31/2024 |
IEFA | 334 | $25 | 03/31/2024 |
CoreFirst Bank & Trust | 350 | $25 | 12/31/2023 |
IEFA | 350 | $25 | 12/31/2023 |
McClarren Financial Advisors Inc. | 343 | $24 | 12/31/2023 |
IEFA | 343 | $24 | 12/31/2023 |
Perkins Coie Trust Co | 316 | $23 | 03/31/2024 |
IEFA | 316 | $23 | 03/31/2024 |
Tradewinds Capital Management LLC | 312 | $23 | 03/31/2024 |
IEFA | 312 | $23 | 03/31/2024 |
Horizons Wealth Management | 321 | $23 | 03/31/2024 |
IEFA | 321 | $23 | 03/31/2024 |
Bank of New Hampshire | 300 | $22 | 03/31/2024 |
IEFA | 300 | $22 | 03/31/2024 |
Goodwin Investment Advisory | 294 | $21 | 12/31/2023 |
IEFA | 294 | $21 | 12/31/2023 |
Emfo LLC | 278 | $20 | 12/31/2023 |
IEFA | 278 | $20 | 12/31/2023 |
Tucker Asset Management LLC | 278 | $20 | 12/31/2023 |
IEFA | 278 | $20 | 12/31/2023 |
AllSquare Wealth Management LLC | 256 | $18 | 12/31/2023 |
IEFA | 256 | $18 | 12/31/2023 |
Hoey Investments Inc. | 261 | $18 | 12/31/2023 |
IEFA | 261 | $18 | 12/31/2023 |
Nemes Rush Group LLC | 257 | $18 | 12/31/2023 |
IEFA | 257 | $18 | 12/31/2023 |
Guardian Wealth Management Inc. | 236 | $17 | 12/31/2023 |
IEFA | 236 | $17 | 12/31/2023 |
Valley National Advisers Inc. | 224 | $16 | 03/31/2024 |
IEFA | 224 | $16 | 03/31/2024 |
SJS Investment Consulting Inc. | 222 | $16 | 03/31/2024 |
IEFA | 222 | $16 | 03/31/2024 |
Castleview Partners LLC | 224 | $16 | 12/31/2023 |
IEFA | 224 | $16 | 12/31/2023 |
Norwood Financial Corp | 200 | $15 | 03/31/2024 |
IEFA | 200 | $15 | 03/31/2024 |
Thompson Siegel & Walmsley LLC | 219 | $15 | 12/31/2023 |
IEFA | 219 | $15 | 12/31/2023 |
Strategic Investment Solutions Inc. IL | 219 | $15 | 12/31/2023 |
IEFA | 219 | $15 | 12/31/2023 |
Game Plan Financial Advisors LLC | 183 | $14 | 03/31/2024 |
IEFA | 183 | $14 | 03/31/2024 |
Bfsg LLC | 165 | $12 | 03/31/2024 |
IEFA | 165 | $12 | 03/31/2024 |
CNB Bank | 173 | $12 | 12/31/2023 |
IEFA | 173 | $12 | 12/31/2023 |
Northwest Financial Advisors | 168 | $12 | 12/31/2023 |
IEFA | 168 | $12 | 12/31/2023 |
McIlrath & Eck LLC | 151 | $11 | 12/31/2023 |
IEFA | 151 | $11 | 12/31/2023 |
Mine & Arao Wealth Creation & Management LLC. | 160 | $11 | 12/31/2023 |
IEFA | 160 | $11 | 12/31/2023 |
Eukles Asset Management | 140 | $10 | 12/31/2023 |
IEFA | 140 | $10 | 12/31/2023 |
Integrity Financial Corp WA | 146 | $10 | 12/31/2023 |
IEFA | 146 | $10 | 12/31/2023 |
Ogorek Anthony Joseph NY ADV | 132 | $9 | 12/31/2023 |
IEFA | 132 | $9 | 12/31/2023 |
Benjamin Edwards Inc. | 114 | $8 | 12/31/2023 |
IEFA | 114 | $8 | 12/31/2023 |
Front Row Advisors LLC | 100 | $7 | 12/31/2023 |
IEFA | 100 | $7 | 12/31/2023 |
Coston McIsaac & Partners | 81 | $6 | 03/31/2024 |
IEFA | 81 | $6 | 03/31/2024 |
Resources Management Corp CT ADV | 70 | $5 | 12/31/2023 |
IEFA | 70 | $5 | 12/31/2023 |
Ambassador Advisors LLC | 72 | $5 | 12/31/2023 |
IEFA | 72 | $5 | 12/31/2023 |
Cardiff Park Advisors LLC | 68 | $5 | 12/31/2023 |
IEFA | 68 | $5 | 12/31/2023 |
Tyler Stone Wealth Management | 74 | $5 | 12/31/2023 |
IEFA | 74 | $5 | 12/31/2023 |
DecisionPoint Financial LLC | 76 | $5 | 12/31/2023 |
IEFA | 76 | $5 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 55 | $4 | 12/31/2023 |
IEFA | 55 | $4 | 12/31/2023 |
Hexagon Capital Partners LLC | 9 | $1 | 03/31/2024 |
IEFA | 9 | $1 | 03/31/2024 |
IAG Wealth Partners LLC | 0 | $0 | 03/31/2024 |
IEFA | 0 | $0 | 03/31/2024 |
VisionPoint Advisory Group LLC | 2 | $0 | 12/31/2023 |
IEFA | 2 | $0 | 12/31/2023 |
Bell Investment Advisors Inc | 2 | $0 | 12/31/2023 |
IEFA | 2 | $0 | 12/31/2023 |
Ruedi Wealth Management Inc. | 4 | $0 | 12/31/2023 |
IEFA | 4 | $0 | 12/31/2023 |
Caitlin John LLC | 4 | $0 | 12/31/2023 |
IEFA | 4 | $0 | 12/31/2023 |
Abich Financial Wealth Management LLC | 0 | $0 | 12/31/2023 |
IEFA | 0 | $0 | 12/31/2023 |
Citadel Advisors LLC | 11,200 | $-464 | 12/31/2023 |
Put | 17,800 | $1,252 | 12/31/2023 |
Call | 11,200 | $788 | 12/31/2023 |
See Summary: Institutional Holders of IEFA
See Details: Top 10 Hedge Funds Holding IEFA
Also See: IEFA Holdings Changes
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