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Ishares Global Clean Energy (ICLN)

CUSIP: 464288224 | NYSE | 1492 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Meitav Investment House LTD1,502,000
0.2% of portfolio›$25.5M
Citigroup Inc930,603
0.0% of portfolio›$15.8M
Generali Investments CEE, investicni spolecnost, a.s.619,000
0.6% of portfolio›$12.7M
Agur Provident & Training Funds Management LTD537,000
2.1% of portfolio›$91.3K
Sagespring Wealth Partners, LLC498,259
0.1% of portfolio›$8.5M
Commonwealth Equity Services, LLC466,397
0.0% of portfolio›$7.9M
MinichMacGregor Wealth Management, LLC290,733
0.8% of portfolio›$4.9M
IFP Advisors, Inc212,487
0.1% of portfolio›$3.6M
Harel Insurance Investments & Financial Services Ltd.206,875
0.0% of portfolio›$3.5K
Cambridge Investment Research Advisors, Inc.205,257
0.0% of portfolio›$3.5K
Park Avenue Securities LLC170,221
0.0% of portfolio›$2.9K
Tepp RIA, LLC141,932
1.7% of portfolio›$2.4M
Penobscot Wealth Management131,976
0.6% of portfolio›$2.2M
Creative Planning130,550
0.0% of portfolio›$2.2M
Keybank National Association129,495
0.0% of portfolio›$2.2M
Unique Wealth, LLC126,822
0.2% of portfolio›$2.2M
Biltmore Family Office, LLC101,677
0.2% of portfolio›$1.7M
Guidance Capital, Inc101,401
0.4% of portfolio›$1.6M
Factor Wealth Management LTD89,829
0.2% of portfolio›$1.5M
Moller Wealth Partners82,877
0.3% of portfolio›$1.4M
Washington Growth Strategies LLC73,431
0.7% of portfolio›$1.2M
Lido Advisors, LLC73,082
0.0% of portfolio›$1.2M
Truist Financial Corp65,342
0.0% of portfolio›$1.1M
Kestra Advisory Services, LLC61,586
0.0% of portfolio›$1.0M
Instrumental Wealth, LLC57,444
0.5% of portfolio›$976.6K
Wilmington Savings Fund Society, FSB56,286
0.0% of portfolio›$956.9K
Walkner Condon Financial Advisors LLC51,941
0.1% of portfolio›$883.0K
Assetmark, Inc51,152
0.0% of portfolio›$869.6K
Schuylkill Financial LLC50,704
0.8% of portfolio›$862.0K
Simplex Trading, LLC50,672
0.0% of portfolio›$861.4K
Trust Co of Vermont49,750
0.0% of portfolio›$845.8K
Cardinal Point Capital Management ULC49,243
0.0% of portfolio›$837.1K
International Assets Investment Management, LLC48,994
0.0% of portfolio›$825.1K
Ferguson Wellman Capital Management, Inc48,660
0.0% of portfolio›$827.2K
Cordoba Advisory Partners LLC46,382
0.1% of portfolio›$788.5K
Johnson Financial Group, LLC44,243
0.0% of portfolio›$752.1K
Lynx Investment Advisory43,679
0.2% of portfolio›$742.5K
Imc-Chicago, LLC43,436
0.0% of portfolio›$738.4K
KFG Wealth Management, LLC41,974
0.1% of portfolio›$713.6K
Wealth Enhancement Advisory Services, LLC39,744
0.0% of portfolio›$680.4K
Apella Capital, LLC39,708
0.0% of portfolio›$687.4K
Archer Investment Management, LLC39,501
0.2% of portfolio›$671.5K
Avid Wealth Partners LLC37,878
0.3% of portfolio›$643.9K
Outlook Wealth Advisors, LLC33,570
0.1% of portfolio›$570.7K
OpenArc Corporate Advisory, LLC32,208
0.0% of portfolio›$547.5K
Vontobel Holding Ltd.32,145
0.0% of portfolio›$546.5K
Associated Banc-Corp30,659
0.0% of portfolio›$521.2K
Community Financial Services Group, LLC30,603
0.1% of portfolio›$515.4K
TD Waterhouse Canada Inc.29,495
0.0% of portfolio›$496.8K
Perigon Wealth Management, LLC28,672
0.0% of portfolio›$487.4K
Capital Investment Counsel, LLC26,773
0.1% of portfolio›$455.1K
Advocate Investing Services LLC25,500
0.3% of portfolio›$433.5K
Junk Investment Group, LLC25,422
0.2% of portfolio›$432.2K
Vise Technologies, Inc.24,926
0.0% of portfolio›$423.7K
SteelPeak Wealth, LLC24,275
0.0% of portfolio›$412.7K
Willow Creek Capital Management, Inc.23,675
0.5% of portfolio›$485.1K
White Lighthouse Investment Management Inc.23,617
0.0% of portfolio›$401.5K
WBH Advisory Inc23,254
0.0% of portfolio›$395.3K
Blvd Private Wealth, LLC22,664
0.3% of portfolio›$385.3K
Chesley Taft & Associates LLC22,501
0.0% of portfolio›$382.5K
Heritage Investors Management Corp22,424
0.0% of portfolio›$381
Parallel Advisors, LLC21,177
0.0% of portfolio›$360.0K
Horst & Graben Wealth Management LLC21,033
0.0% of portfolio›$357.6K
VestGen Advisors, LLC20,721
0.0% of portfolio›$352.3K
Choreo, LLC20,033
0.0% of portfolio›$340.6K
Paragon Capital Management Ltd19,862
0.1% of portfolio›$337.6K
SBI Securities Co., Ltd.19,705
0.0% of portfolio›$335.0K
Farther Finance Advisors, LLC19,284
0.0% of portfolio›$327.8K
Brighton Jones LLC19,006
0.0% of portfolio›$323.1K
Obermeyer Wealth Partners18,920
0.0% of portfolio›$321.6K
Bright Futures Wealth Management, Llc.18,826
0.2% of portfolio›$320.0K
Lpwm LLC18,309
0.1% of portfolio›$311.3K
Focus Financial Network, Inc.18,086
0.0% of portfolio›$307.5K
Urban Wealth Management, LLC17,541
0.3% of portfolio›$298.2K
Sharkey, Howes & Javer17,540
0.0% of portfolio›$298.2K
LFA - Lugano Financial Advisors SA16,868
0.2% of portfolio›$286.8K
StoneX Group Inc.16,729
0.0% of portfolio›$284.4K
Bryn Mawr Trust Advisors, LLC16,356
0.0% of portfolio›$278.1K
RFG Advisory, LLC16,024
0.0% of portfolio›$272.4K
American Financial & TAX Strategies Inc15,685
0.1% of portfolio›$266.6K
Parkside Financial Bank & Trust14,776
0.0% of portfolio›$251.2K
Uhlmann Price Securities, LLC14,727
0.0% of portfolio›$250.4K
Baron Financial Group, LLC14,475
0.1% of portfolio›$246.1K
BAR Harbor Wealth Management14,369
0.0% of portfolio›$244.3K
MGO One Seven LLC14,007
0.0% of portfolio›$238.1K
Avantax Planning Partners, Inc.13,894
0.0% of portfolio›$236.2K
SigFig Wealth Management, LLC13,833
0.0% of portfolio›$235.2K
Flagship Harbor Advisors, LLC13,758
0.0% of portfolio›$233.9K
Finley Financial, LLC13,650
0.1% of portfolio›$229.9K
Kestra Private Wealth Services, LLC13,462
0.0% of portfolio›$228.9K
Sage Financial Group Inc13,443
0.0% of portfolio›$228.5K
Shepherd Financial Partners LLC13,180
0.0% of portfolio›$224.1K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management13,093
0.0% of portfolio›$222.6K
Financial Planning Fort Collins, LLC12,785
0.2% of portfolio›$217.3K
Integrated Advisors Network LLC12,311
0.0% of portfolio›$209.3K
Ashton Thomas Private Wealth, LLC12,099
0.0% of portfolio›$205.7K
Prospera Financial Services Inc11,479
0.0% of portfolio›$175.7K
Investmark Advisory Group LLC11,285
0.1% of portfolio›$191.9K
Montecito Bank & Trust11,149
0.0% of portfolio›$189.5K
Brookstone Capital Management10,955
0.0% of portfolio›$186.2K
Capital Investment Advisory Services, LLC10,949
0.0% of portfolio›$186.1K
Pine Haven Investment Counsel, Inc10,730
0.1% of portfolio›$182.4K
Brown, Lisle Ings, Inc.10,668
0.0% of portfolio›$181.4K
Investment Partners Asset Management, Inc.10,503
0.1% of portfolio›$178.6K
Elevation Point Wealth Partners, LLC10,264
0.0% of portfolio›$174.8K
Aufman Associates Inc10,193
0.1% of portfolio›$173.3K
Oppenheimer & Co Inc10,048
0.0% of portfolio›$170.8K
Inspirion Wealth Advisors, LLC10,022
0.0% of portfolio›$170.4K
Howard Capital Management Group, LLC10,000
0.0% of portfolio›$170.0K
Lewis Asset Management, LLC10,000
0.1% of portfolio›$170.0K
Laurel Wealth Advisors LLC8,760
0.0% of portfolio›$148.9K
Colony Family Offices, LLC8,528
0.0% of portfolio›$145.0K
Cdkv Holdings LLC7,017
0.1% of portfolio›$119.3K
Ameliora Wealth Management Ltd.7,000
0.0% of portfolio›$119.0K
EverSource Wealth Advisors, LLC6,692
0.0% of portfolio›$113.8K
First Horizon Corp6,094
0.0% of portfolio›$103.6K
Mcdonald Partners LLC5,960
0.0% of portfolio›$101.3K
Financial Perspectives, Inc5,146
0.0% of portfolio›$87.5K
Wormser Freres Gestion5,122
0.0% of portfolio›$87.1K
Tradewinds Capital Management, LLC5,021
0.0% of portfolio›$85.4K
AlphaCore Capital LLC4,899
0.0% of portfolio›$83.3K
Spire Wealth Management4,745
0.0% of portfolio›$80.7K
Asset Dedication, LLC3,660
0.0% of portfolio›$62.2K
Sage Mountain Advisors LLC3,414
0.0% of portfolio›$58.0K
Buck Wealth Strategies, LLC3,199
0.0% of portfolio›$54.4K
Harbor Investment Advisory, LLC3,169
0.0% of portfolio›$53.9K
JFS Wealth Advisors, LLC3,030
0.0% of portfolio›$51.5K
Pacific Center for Financial Services2,941
0.0% of portfolio›$50.0K
Private Trust Co NA2,833
0.0% of portfolio›$48.2K
Armstrong Advisory Group, Inc2,778
0.0% of portfolio›$47.2K
Jnba Financial Advisors2,753
0.0% of portfolio›$46.8K
First Pacific Financial2,693
0.0% of portfolio›$45.8K
CoreCap Advisors, LLC2,612
0.0% of portfolio›$44.4K
Intesa Sanpaolo Wealth Management2,600
0.0% of portfolio›$44.2K
MJT & Associates Financial Advisory Group, Inc.2,552
0.0% of portfolio›$43.4K
TD Private Client Wealth LLC2,538
0.0% of portfolio›$43.1K
Olistico Wealth, LLC2,418
0.0% of portfolio›$41.1K
Private Wealth Management Group, LLC2,404
0.0% of portfolio›$40.9K
Gen-Wealth Partners Inc2,277
0.0% of portfolio›$38.7K
Adirondack Trust Co2,213
0.0% of portfolio›$37.6K
Alpine Bank Wealth Management2,200
0.0% of portfolio›$37.4K
Kentucky Trust Co2,080
0.0% of portfolio›$35.4K
Horizons Wealth Management2,045
0.0% of portfolio›$34.8K
PFS Partners, LLC2,042
0.0% of portfolio›$34.7K
Manchester Capital Management LLC2,000
0.0% of portfolio›$33.6K
CX Institutional1,992
0.0% of portfolio›$34
Byrne Asset Management LLC1,755
0.0% of portfolio›$29.6K
Y.D. More Investments Ltd1,700
0.0% of portfolio›$28.9K
Triumph Capital Management1,621
0.0% of portfolio›$27.6K
Aspect Partners, LLC1,204
0.0% of portfolio›$20.5K
Signaturefd, LLC1,201
0.0% of portfolio›$20.4K
Clean Yield Group1,138
0.0% of portfolio›$19.3K
Lynch Investment Planning, LLC1,130
0.0% of portfolio›$19.2K
Carolina Wealth Advisors, LLC1,094
0.0% of portfolio›$18.6K
Thompson Investment Management, Inc.1,003
0.0% of portfolio›$17.1K
Bangor Savings Bank885
0.0% of portfolio›$15.0K
RHL Group, LLC884
0.0% of portfolio›$15.0K
Physician Wealth Advisors, Inc.831
0.0% of portfolio›$14.1K
Breakwater Investment Management766
0.0% of portfolio›$13.0K
Westside Investment Management, Inc.750
0.0% of portfolio›$12.8K
Armor Investment Advisors, LLC746
0.0% of portfolio›$12.7K
Glass Jacobson Investment Advisors llc739
0.0% of portfolio›$12.6K
Peterson Wealth Services728
0.0% of portfolio›$12.4K
EPG Wealth Management LLC698
0.0% of portfolio›$11.9K
First Community Trust NA625
0.0% of portfolio›$10.6K
Blue Bell Private Wealth Management, LLC603
0.0% of portfolio›$10.3K
Creative Financial Designs Inc600
0.0% of portfolio›$10.2K
Vermillion Wealth Management, Inc.581
0.0% of portfolio›$9.9K
Washington Trust Advisors, Inc.550
0.0% of portfolio›$9.4K
North Star Investment Management Corp.530
0.0% of portfolio›$9.0K
Highline Wealth Partners LLC525
0.0% of portfolio›$8.9K
United Financial Planning Group LLC514
0.0% of portfolio›$8.7K
First Bancorp, Inc500
0.0% of portfolio›$8.5K
Next Level Wealth Planning, LLC461
0.0% of portfolio›$7.8K
Pflug Koory, LLC450
0.0% of portfolio›$7.7K
Pittenger & Anderson Inc400
0.0% of portfolio›$6.8K
Birch Financial Group, LLC374
0.0% of portfolio›$6.4K
CrossGen Wealth, LLC344
0.0% of portfolio›$5.8K
Cherry Tree Wealth Management, LLC313
0.0% of portfolio›$5.3K
Lanark Financial, Inc.312
0.0% of portfolio›$5.3K
Independence Bank of Kentucky300
0.0% of portfolio›$5.1K
Signature Resources Capital Management, LLC287
0.0% of portfolio›$4.9K
Kennebec Savings Bank279
0.0% of portfolio›$4.7K
MV Capital Management, Inc.264
0.0% of portfolio›$4.5K
Concord Wealth Partners263
0.0% of portfolio›$4.5K
Mather Group, Llc.251
0.0% of portfolio›$4.3K
Wolff Wiese Magana LLC200
0.0% of portfolio›$3.4K
Financial Consulate, Inc190
0.0% of portfolio›$3.2K
West Branch Capital LLC178
0.0% of portfolio›$3.0K
William Mack & Associates, Inc.161
0.0% of portfolio›$2.7K
Barrett & Company, Inc.160
0.0% of portfolio›$2.7K
Financial Management Professionals, Inc.150
0.0% of portfolio›$2.6K
Bear Mountain Capital, Inc.123
0.0% of portfolio›$2.0K
Putney Financial Group LLC112
0.0% of portfolio›$1.9K
Signature Equity Partners, LLC109
0.0% of portfolio›$1.9K
Hager Investment Management Services, LLC103
0.0% of portfolio›$1.8K
Activest Wealth Management100
0.0% of portfolio›$1.7K
Latitude Advisors, LLC94
0.0% of portfolio›$1.6K
Team Financial Group, LLC75
0.0% of portfolio›$1.3K
Planning Strategies Inc.58
0.0% of portfolio›$986
Eastern Bank50
0.0% of portfolio›$850
Cassaday & Co Wealth Management LLC50
0.0% of portfolio›$850
Blue Trust, Inc.46
0.0% of portfolio›$789
Nova Financial LLC45
0.0% of portfolio›$765
Balentine LLC44
0.0% of portfolio›$748
Portfolio Resources Advisor Group, Inc.40
0.0% of portfolio›$680
Hanson & Doremus Investment Management33
0.0% of portfolio›$1
Key Capital Management, Inc27
0.0% of portfolio›$459
Abound Wealth Management20
0.0% of portfolio›$340
Go Invest LLC17
0.0% of portfolio›$282
Cape Investment Advisory, Inc.11
0.0% of portfolio›$187
Albion Financial Group10
0.0% of portfolio›$170
Your Advocates Ltd., LLP9
0.0% of portfolio›$149
Plante Moran Financial Advisors, LLC8
0.0% of portfolio›$136
Evermay Wealth Management LLC5
0.0% of portfolio›$85
Viewpoint Capital Management LLC2
0.0% of portfolio›$35
Kingdom Financial Group Llc.1
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Meitav Investment House LTD
1,502,000$25.5M0.2%ETFMediumBene-Beraq, Luxembourg2026-10-28
Citigroup Inc
930,603$15.8M0.0%CoreMediumNew York, NY2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
619,000$12.7M0.6%CoreLowPrague, Bahrain2026-10-15
Agur Provident & Training Funds Management LTD
537,000$91.3K2.1%ETFVery LowTel Aviv, Luxembourg2026-11-02
Sagespring Wealth Partners, LLC
498,259$8.5M0.1%ETFLowFranklin, TN2026-10-22
Commonwealth Equity Services, LLC
466,397$7.9M0.0%ETFLowWaltham, MA2026-11-02
MinichMacGregor Wealth Management, LLC
290,733$4.9M0.8%ETFHighSaratoga Springs, NY2026-10-14
IFP Advisors, Inc
212,487$3.6M0.1%GrowthLowTampa, FL2026-10-16
Harel Insurance Investments & Financial Services Ltd.
206,875$3.5K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Cambridge Investment Research Advisors, Inc.
205,257$3.5K0.0%ETFLowFairfield, IA2026-11-02
Park Avenue Securities LLC
170,221$2.9K0.0%ETFMediumNew York, NY2026-10-26
Tepp RIA, LLC
141,932$2.4M1.7%ETFMediumWestfield, NJ2026-10-14
Penobscot Wealth Management
131,976$2.2M0.6%ETFVery LowPortland, ME2026-10-21
Creative Planning
130,550$2.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Keybank National Association
129,495$2.2M0.0%CoreLowBrooklyn, OH2026-11-04
Unique Wealth, LLC
126,822$2.2M0.2%ETFMediumTampa, FL2026-10-16
Biltmore Family Office, LLC
101,677$1.7M0.2%GrowthLowCharlotte, NC2026-11-03
Guidance Capital, Inc
101,401$1.6M0.4%ETFMediumLousville, KY2026-11-03
Factor Wealth Management LTD
89,829$1.5M0.2%ETFLowChicago, IL2026-10-08
Moller Wealth Partners
82,877$1.4M0.3%ETFVery LowNorthfield, IL2026-10-15
Washington Growth Strategies LLC
73,431$1.2M0.7%ETFVery LowWashington, DC2026-10-19
Lido Advisors, LLC
73,082$1.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Truist Financial Corp
65,342$1.1M0.0%CoreLowCharlotte, NC2026-10-30
Kestra Advisory Services, LLC
61,586$1.0M0.0%CoreLowAustin, TX2026-11-02
Instrumental Wealth, LLC
57,444$976.6K0.5%ETFLowTampa, FL2026-10-20
Wilmington Savings Fund Society, FSB
56,286$956.9K0.0%CoreLowWilmington, DE2026-10-23
Walkner Condon Financial Advisors LLC
51,941$883.0K0.1%ETFLowVerona, WI2026-11-02
Assetmark, Inc
51,152$869.6K0.0%ETFLowConcord, CA2026-10-21
Schuylkill Financial LLC
50,704$862.0K0.8%ETFN/AWyomissing, PA2026-10-21
Simplex Trading, LLC
50,672$861.4K0.0%CoreVery HighChicago, IL2026-11-04
Trust Co of Vermont
49,750$845.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Cardinal Point Capital Management ULC
49,243$837.1K0.0%ValueLowToronto, Australia2026-10-21
International Assets Investment Management, LLC
48,994$825.1K0.0%CoreVery HighOrlando, FL2026-11-02
Ferguson Wellman Capital Management, Inc
48,660$827.2K0.0%CoreLowPortland, OR2026-10-05
Cordoba Advisory Partners LLC
46,382$788.5K0.1%ETFMediumNew York, NY2026-10-19
Johnson Financial Group, LLC
44,243$752.1K0.0%ETFLowDenver, CO2026-11-03
Lynx Investment Advisory
43,679$742.5K0.2%ETFLowWashington, Dc, DC2026-10-27
Imc-Chicago, LLC
43,436$738.4K0.0%GARPVery HighChicago, IL2026-11-05
KFG Wealth Management, LLC
41,974$713.6K0.1%ETFMediumGranger, IN2026-10-16
Wealth Enhancement Advisory Services, LLC
39,744$680.4K0.0%CoreLowPlymouth, MN2026-10-13
Apella Capital, LLC
39,708$687.4K0.0%ETFVery LowWest Hartford, CT2026-10-08
Archer Investment Management, LLC
39,501$671.5K0.2%ETFHighAustin, TX2026-10-13
Avid Wealth Partners LLC
37,878$643.9K0.3%ETFMediumSan Antonio, TX2026-11-03
Outlook Wealth Advisors, LLC
33,570$570.7K0.1%ETFMediumShenandoah, TX2026-10-28
OpenArc Corporate Advisory, LLC
32,208$547.5K0.0%GrowthLowAtlanta, GA2026-10-21
Vontobel Holding Ltd.
32,145$546.5K0.0%CoreMediumZurich, Switzerland2026-10-16
Associated Banc-Corp
30,659$521.2K0.0%CoreLowGreen Bay, WI2026-10-30
Community Financial Services Group, LLC
30,603$515.4K0.1%GrowthLowNewport, VT2026-10-15
TD Waterhouse Canada Inc.
29,495$496.8K0.0%CoreLowToronto, Australia2026-10-16
Perigon Wealth Management, LLC
28,672$487.4K0.0%GrowthLowSan Francisco, CA2026-10-22
Capital Investment Counsel, LLC
26,773$455.1K0.1%CoreLowDenver, CO2026-10-14
Advocate Investing Services LLC
25,500$433.5K0.3%ETFLowWoodbine, MD2026-10-26
Junk Investment Group, LLC
25,422$432.2K0.2%ETFVery LowHunt Valley, MD2026-10-19
Vise Technologies, Inc.
24,926$423.7K0.0%IndexLowNew York, NY2026-10-29
SteelPeak Wealth, LLC
24,275$412.7K0.0%GrowthHighWoodland Hills, CA2026-10-16
Willow Creek Capital Management, Inc.
23,675$485.1K0.5%CoreN/AMissoula, MT2026-10-16
White Lighthouse Investment Management Inc.
23,617$401.5K0.0%ETFVery LowBedford, MA2026-10-21
WBH Advisory Inc
23,254$395.3K0.0%ETFLowBaltimore, MD2026-11-05
Blvd Private Wealth, LLC
22,664$385.3K0.3%CoreMediumProspect, KY2026-10-14
Chesley Taft & Associates LLC
22,501$382.5K0.0%CoreLowChicago, IL2026-10-13
Heritage Investors Management Corp
22,424$3810.0%CoreVery LowBethesda, MD2026-10-29
Parallel Advisors, LLC
21,177$360.0K0.0%IndexLowSan Francisco, CA2026-11-03
Horst & Graben Wealth Management LLC
21,033$357.6K0.0%ETFMediumPortland, OR2026-11-02
VestGen Advisors, LLC
20,721$352.3K0.0%GrowthMediumChicago, IL2026-10-27
Choreo, LLC
20,033$340.6K0.0%IndexLowRockford, IL2026-10-28
Paragon Capital Management Ltd
19,862$337.6K0.1%CoreVery LowDenver, CO2026-10-09
SBI Securities Co., Ltd.
19,705$335.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Farther Finance Advisors, LLC
19,284$327.8K0.0%IndexLowSan Francisco, CA2026-10-08
Brighton Jones LLC
19,006$323.1K0.0%CoreVery LowSeattle, WA2026-11-03
Obermeyer Wealth Partners
18,920$321.6K0.0%GrowthLowAspen, CO2026-10-21
Bright Futures Wealth Management, Llc.
18,826$320.0K0.2%CoreHighWebster, Ny 14580, NY2026-10-23
Lpwm LLC
18,309$311.3K0.1%ETFMediumMinneapolis, MN2026-10-20
Focus Financial Network, Inc.
18,086$307.5K0.0%ETFLowMinneapolis, MN2026-10-14
Urban Wealth Management, LLC
17,541$298.2K0.3%GrowthMediumLakewood, CA2026-10-21
Sharkey, Howes & Javer
17,540$298.2K0.0%ETFMediumDenver, CO2026-10-22
LFA - Lugano Financial Advisors SA
16,868$286.8K0.2%ETFLowLugano, Switzerland2026-11-03
StoneX Group Inc.
16,729$284.4K0.0%ETFMediumNew York, NY2026-11-03
Bryn Mawr Trust Advisors, LLC
16,356$278.1K0.0%CoreLowPhiladelphia, PA2026-11-04
RFG Advisory, LLC
16,024$272.4K0.0%ETFMediumBirmingham, AL2026-11-03
American Financial & TAX Strategies Inc
15,685$266.6K0.1%ETFVery LowNew York, NY2026-10-16
Parkside Financial Bank & Trust
14,776$251.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Uhlmann Price Securities, LLC
14,727$250.4K0.0%Agg GrowthLowSkokie, IL2026-11-03
Baron Financial Group, LLC
14,475$246.1K0.1%ETFVery LowFair Lawn, NJ2026-10-09
BAR Harbor Wealth Management
14,369$244.3K0.0%CoreLowConcord, NH2026-10-21
MGO One Seven LLC
14,007$238.1K0.0%GrowthLowBeachwood, OH2026-10-28
Avantax Planning Partners, Inc.
13,894$236.2K0.0%ETFLowDubuque, IA2026-11-03
SigFig Wealth Management, LLC
13,833$235.2K0.0%ETFLowSan Francisco, CA2026-10-07
Flagship Harbor Advisors, LLC
13,758$233.9K0.0%ETFMediumBoston, MA2026-10-26
Finley Financial, LLC
13,650$229.9K0.1%ETFVery LowLas Vegas, NV2026-10-28
Kestra Private Wealth Services, LLC
13,462$228.9K0.0%GrowthLowAustin, TX2026-10-30
Sage Financial Group Inc
13,443$228.5K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Shepherd Financial Partners LLC
13,180$224.1K0.0%ETFLowWinchester, MA2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
13,093$222.6K0.0%GrowthVery LowSeattle, WA2026-10-27
Financial Planning Fort Collins, LLC
12,785$217.3K0.2%ETFVery LowFort Collins, CO2026-10-16
Integrated Advisors Network LLC
12,311$209.3K0.0%GrowthMediumDallas, TX2026-10-20
Ashton Thomas Private Wealth, LLC
12,099$205.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Prospera Financial Services Inc
11,479$175.7K0.0%CoreMediumDallas, TX2026-11-04
Investmark Advisory Group LLC
11,285$191.9K0.1%ETFVery LowShelton, CT2026-10-27
Montecito Bank & Trust
11,149$189.5K0.0%GrowthVery LowSanta Barbara, CA2026-10-01
Brookstone Capital Management
10,955$186.2K0.0%ETFMediumWheaton, IL2026-10-22
Capital Investment Advisory Services, LLC
10,949$186.1K0.0%CoreMediumRaleigh, NC2026-10-30
Pine Haven Investment Counsel, Inc
10,730$182.4K0.1%CoreVery LowFairhaven, MA2026-11-02
Brown, Lisle Ings, Inc.
10,668$181.4K0.0%CoreVery LowProvidence, RI2026-10-16
Investment Partners Asset Management, Inc.
10,503$178.6K0.1%CoreLowMetuchen, NJ2026-10-09
Elevation Point Wealth Partners, LLC
10,264$174.8K0.0%CoreHighDenver, CO2026-11-05
Aufman Associates Inc
10,193$173.3K0.1%ETFVery LowSewickley, PA2026-11-04
Oppenheimer & Co Inc
10,048$170.8K0.0%CoreLowNew York, NY2026-10-26
Inspirion Wealth Advisors, LLC
10,022$170.4K0.0%ETFMediumLibertyville, IL2026-10-09
Howard Capital Management Group, LLC
10,000$170.0K0.0%GrowthVery LowLos Angeles, CA2026-10-16
Lewis Asset Management, LLC
10,000$170.0K0.1%GrowthLowLafayette, CA2026-10-14
Laurel Wealth Advisors LLC
8,760$148.9K0.0%CoreVery LowCharlotte, NC2026-10-27
Colony Family Offices, LLC
8,528$145.0K0.0%ETFVery LowCharlotte, NC2026-10-22
Cdkv Holdings LLC
7,017$119.3K0.1%ETFMediumDenver, CO2026-10-28
Ameliora Wealth Management Ltd.
7,000$119.0K0.0%ETFLowZurich, Switzerland2026-10-23
EverSource Wealth Advisors, LLC
6,692$113.8K0.0%CoreMediumBirmingham, AL2026-11-04
First Horizon Corp
6,094$103.6K0.0%CoreLowMemphis, TN2026-10-26
Mcdonald Partners LLC
5,960$101.3K0.0%CoreLowCleveland, OH2026-11-03
Financial Perspectives, Inc
5,146$87.5K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Wormser Freres Gestion
5,122$87.1K0.0%GrowthMediumParis, India2026-10-21
Tradewinds Capital Management, LLC
5,021$85.4K0.0%ETFVery HighBellingham, WA2026-10-23
AlphaCore Capital LLC
4,899$83.3K0.0%ETFLowLa Jolla, CA2026-11-04
Spire Wealth Management
4,745$80.7K0.0%GrowthMediumMclean, VA2026-10-30
Asset Dedication, LLC
3,660$62.2K0.0%ETFLowSan Francisco, CA2026-11-03
Sage Mountain Advisors LLC
3,414$58.0K0.0%ETFLowAtlanta, GA2026-11-02
Buck Wealth Strategies, LLC
3,199$54.4K0.0%ValueMediumDenver, CO2026-10-28
Harbor Investment Advisory, LLC
3,169$53.9K0.0%GrowthLowLutherville, MD2026-10-13
JFS Wealth Advisors, LLC
3,030$51.5K0.0%ETFVery LowHermitage, PA2026-11-03
Pacific Center for Financial Services
2,941$50.0K0.0%ETFMediumDanville, CA2026-10-15
Private Trust Co NA
2,833$48.2K0.0%CoreLowCleveland, OH2026-10-20
Armstrong Advisory Group, Inc
2,778$47.2K0.0%ETFHighNeedham, MA2026-10-09
Jnba Financial Advisors
2,753$46.8K0.0%ETFMediumBloomington, MN2026-11-03
First Pacific Financial
2,693$45.8K0.0%ETFLowVancouver, WA2026-10-14
CoreCap Advisors, LLC
2,612$44.4K0.0%ETFMediumSouthfield, MI2026-10-08
Intesa Sanpaolo Wealth Management
2,600$44.2K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
MJT & Associates Financial Advisory Group, Inc.
2,552$43.4K0.0%ETFLowMontevideo, MN2026-10-07
TD Private Client Wealth LLC
2,538$43.1K0.0%ETFLowNew York, NY2026-10-28
Olistico Wealth, LLC
2,418$41.1K0.0%GrowthVery LowTulsa, OK2026-10-05
Private Wealth Management Group, LLC
2,404$40.9K0.0%ETFLowPrinceton, NJ2026-10-19
Gen-Wealth Partners Inc
2,277$38.7K0.0%CoreLowZeeland, MI2026-11-04
Adirondack Trust Co
2,213$37.6K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Alpine Bank Wealth Management
2,200$37.4K0.0%ETFHighGrand Junction, CO2026-10-16
Kentucky Trust Co
2,080$35.4K0.0%CoreVery LowDanville, KY2026-10-15
Horizons Wealth Management
2,045$34.8K0.0%ETFLowAsheville, NC2026-10-05
PFS Partners, LLC
2,042$34.7K0.0%ETFVery LowMine Hill, NJ2026-10-21
Manchester Capital Management LLC
2,000$33.6K0.0%CoreLowManchester, VT2026-10-22
CX Institutional
1,992$340.0%CoreMediumAuburn, IN2026-10-02
Byrne Asset Management LLC
1,755$29.6K0.0%CoreLowKingston, NJ2026-10-06
Y.D. More Investments Ltd
1,700$28.9K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Triumph Capital Management
1,621$27.6K0.0%ETFMediumDenver, CO2026-10-14
Aspect Partners, LLC
1,204$20.5K0.0%ETFMediumFairfax, VA2026-10-20
Signaturefd, LLC
1,201$20.4K0.0%IndexLowAtlanta, GA2026-10-23
Clean Yield Group
1,138$19.3K0.0%CoreLowNorwich, VT2026-10-28
Lynch Investment Planning, LLC
1,130$19.2K0.0%ETFLowNewtown Square, PA2026-10-27
Carolina Wealth Advisors, LLC
1,094$18.6K0.0%YieldHighMyrtle Beach, SC2026-10-23
Thompson Investment Management, Inc.
1,003$17.1K0.0%ValueMediumMadison, WI2026-10-14
Bangor Savings Bank
885$15.0K0.0%ETFLowBangor, ME2026-10-06
RHL Group, LLC
884$15.0K0.0%ETFVery HighHolly, MI2026-11-04
Physician Wealth Advisors, Inc.
831$14.1K0.0%ETFMediumMidvale, UT2026-10-20
Breakwater Investment Management
766$13.0K0.0%ETFLowSeattle, WA2026-10-20
Westside Investment Management, Inc.
750$12.8K0.0%GrowthLowSanta Monica, CA2026-11-02
Armor Investment Advisors, LLC
746$12.7K0.0%ETFLowRaleigh, NC2026-10-27
Glass Jacobson Investment Advisors llc
739$12.6K0.0%ETFLowOwings Mills, MD2026-10-26
Peterson Wealth Services
728$12.4K0.0%GrowthHighSouth Ogden, UT2026-10-26
EPG Wealth Management LLC
698$11.9K0.0%GrowthLowAtlanta, GA2026-11-03
First Community Trust NA
625$10.6K0.0%GrowthLowDubuque, IA2026-10-07
Blue Bell Private Wealth Management, LLC
603$10.3K0.0%YieldVery LowBlue Bell, PA2026-10-29
Creative Financial Designs Inc
600$10.2K0.0%ETFMediumKokomo, IN2026-11-04
Vermillion Wealth Management, Inc.
581$9.9K0.0%ValueLowRosemount, MN2026-10-26
Washington Trust Advisors, Inc.
550$9.4K0.0%GrowthLowWellesley, MA2026-10-22
North Star Investment Management Corp.
530$9.0K0.0%CoreLowChicago, IL2026-10-27
Highline Wealth Partners LLC
525$8.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
United Financial Planning Group LLC
514$8.7K0.0%ETFHighHauppauge, NY2026-11-04
First Bancorp, Inc
500$8.5K0.0%ValueVery LowDamariscotta, ME2026-10-26
Next Level Wealth Planning, LLC
461$7.8K0.0%ETFVery LowMeridian, ID2026-10-29
Pflug Koory, LLC
450$7.7K0.0%CoreVery LowOmaha, NE2026-10-26
Pittenger & Anderson Inc
400$6.8K0.0%CoreLowLincoln, NE2026-11-02
Birch Financial Group, LLC
374$6.4K0.0%CoreLowKeene, NH2026-10-27
CrossGen Wealth, LLC
344$5.8K0.0%CoreVery LowGreenville, NC2026-10-30
Cherry Tree Wealth Management, LLC
313$5.3K0.0%ETFVery LowMinnetonka, MN2026-10-15
Lanark Financial, Inc.
312$5.3K0.0%CoreMediumBirmingham, AL2026-10-26
Independence Bank of Kentucky
300$5.1K0.0%GrowthLowOwensboro, KY2026-10-26
Signature Resources Capital Management, LLC
287$4.9K0.0%ETFLowNewport Beach, CA2026-10-16
Kennebec Savings Bank
279$4.7K0.0%CoreLowAugusta, ME2026-10-22
MV Capital Management, Inc.
264$4.5K0.0%ETFLowBethesda, MD2026-10-29
Concord Wealth Partners
263$4.5K0.0%GrowthLowAbingdon, VA2026-11-02
Mather Group, Llc.
251$4.3K0.0%ETFMediumChicago, IL2026-10-14
Wolff Wiese Magana LLC
200$3.4K0.0%GrowthLowCarslbad, CA2026-10-15
Financial Consulate, Inc
190$3.2K0.0%ETFLowHunt Valley, MD2026-10-23
West Branch Capital LLC
178$3.0K0.0%GrowthVery LowAmherst, MA2026-10-20
William Mack & Associates, Inc.
161$2.7K0.0%ETFLowTroy, MI2026-10-27
Barrett & Company, Inc.
160$2.7K0.0%ETFLowProvidence, RI2026-10-22
Financial Management Professionals, Inc.
150$2.6K0.0%ETFMediumAustin, TX2026-10-23
Bear Mountain Capital, Inc.
123$2.0K0.0%ETFLowSeattle, WA2026-11-04
Putney Financial Group LLC
112$1.9K0.0%GrowthLowSan Rafael, CA2026-10-30
Signature Equity Partners, LLC
109$1.9K0.0%GrowthMediumColumbus, OH2026-10-29
Hager Investment Management Services, LLC
103$1.8K0.0%GrowthMediumNew London, NH2026-11-04
Activest Wealth Management
100$1.7K0.0%ETFLowAventura, FL2026-10-15
Latitude Advisors, LLC
94$1.6K0.0%ETFLowYorkville, IL2026-10-27
Team Financial Group, LLC
75$1.3K0.0%ETFLowTemecula, CA2026-10-30
Planning Strategies Inc.
58$9860.0%ETFN/ALancaster, PA2026-10-02
Eastern Bank
50$8500.0%GrowthMediumBoston, MA2026-10-05
Cassaday & Co Wealth Management LLC
50$8500.0%ETFVery LowMclean, VA2026-10-27
Blue Trust, Inc.
46$7890.0%ETFLowBrentwood, TN2026-10-15
Nova Financial LLC
45$7650.0%N/AN/ATucson, AZ2026-11-04
Balentine LLC
44$7480.0%ETFLowAtlanta, GA2026-11-03
Portfolio Resources Advisor Group, Inc.
40$6800.0%ETFMediumCoral Gables, FL2026-10-20
Hanson & Doremus Investment Management
33$10.0%CoreVery LowBurlington, VT2026-10-16
Key Capital Management, Inc
27$4590.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Abound Wealth Management
20$3400.0%ETFVery LowFranklin, TN2026-10-26
Go Invest LLC
17$2820.0%ETFN/AWest Jordan, UT2026-10-09
Cape Investment Advisory, Inc.
11$1870.0%ETFLowMcdonough, GA2026-10-13
Albion Financial Group
10$1700.0%GrowthLowSalt Lake City, UT2026-10-21
Your Advocates Ltd., LLP
9$1490.0%ETFLowHouston, TX2026-11-03
Plante Moran Financial Advisors, LLC
8$1360.0%ETFVery LowSouthfield, MI2026-11-04
Evermay Wealth Management LLC
5$850.0%ETFLowArlington, VA2026-11-05
Viewpoint Capital Management LLC
2$350.0%CoreVery LowSeattle, WA2026-10-27
Kingdom Financial Group Llc.
1$120.0%ETFMediumPeoria, AZ2026-11-04