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Ishares Inc Ishares ESG Awar (ESGE)

CUSIP: 46434G863 | NYSE | 1392 institutional holders

Quarters

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

Creative Planning2,041,581
0.1% of portfolio›$110.6M
US Bancorp \de\1,930,442
0.1% of portfolio›$104.6M
PNC Financial Services Group, Inc.1,306,667
0.0% of portfolio›$70.8M
Fifth Third Bancorp583,783
0.1% of portfolio›$31.6M
Mission Wealth Management, LP568,161
0.5% of portfolio›$30.8M
IMPACTfolio, LLC523,939
10.3% of portfolio›$28.4M
Commonwealth Equity Services, LLC359,640
0.0% of portfolio›$19.5M
Eastern Bank336,114
0.3% of portfolio›$18.2M
Ferguson Wellman Capital Management, Inc280,372
0.2% of portfolio›$15.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management264,336
0.2% of portfolio›$14.3M
Park Avenue Securities LLC246,841
0.0% of portfolio›$13.4K
Truist Financial Corp233,627
0.0% of portfolio›$12.7M
Mather Group, Llc.176,079
0.1% of portfolio›$9.5M
Principal Financial Group Inc166,631
0.0% of portfolio›$9.0M
Intergy Private Wealth, LLC165,612
2.0% of portfolio›$9.0M
Modera Wealth Management, LLC158,394
0.1% of portfolio›$8.6M
Citigroup Inc154,335
0.0% of portfolio›$8.4M
Stanich Group LLC148,907
3.9% of portfolio›$8.1M
Cambridge Investment Research Advisors, Inc.145,041
0.0% of portfolio›$7.9K
Baldwin Wealth Partners LLC132,951
0.5% of portfolio›$7.2M
Laurel Wealth Planning LLC126,304
3.0% of portfolio›$6.8M
Bank of New York Mellon Corp123,162
0.0% of portfolio›$6.7M
Bailard, Inc.101,834
0.1% of portfolio›$5.5M
Thrivent Financial for Lutherans100,975
0.0% of portfolio›$5.5M
North Berkeley Wealth Management, LLC100,886
2.1% of portfolio›$5.5M
Cabot Wealth Management Inc95,553
0.5% of portfolio›$5.2M
High Note Wealth, LLC92,643
0.8% of portfolio›$5.0M
Wealth Enhancement Advisory Services, LLC88,615
0.0% of portfolio›$4.8M
Mirae Asset Global Investments Co., Ltd.80,730
0.0% of portfolio›$4.4M
Farther Finance Advisors, LLC75,793
0.0% of portfolio›$4.1M
Assetmark, Inc75,207
0.0% of portfolio›$4.1M
Apella Capital, LLC72,532
0.1% of portfolio›$4.0M
Sofi Wealth, LLC72,129
0.2% of portfolio›$3.9M
Savant Capital, LLC72,055
0.0% of portfolio›$3.9M
Robertson Stephens Wealth Management, LLC63,751
0.1% of portfolio›$3.5M
Perigon Wealth Management, LLC63,105
0.1% of portfolio›$3.4M
Quadrant Capital Group LLC63,089
0.1% of portfolio›$3.4M
Bokf, NA61,871
0.1% of portfolio›$3.4M
Vise Technologies, Inc.59,580
0.0% of portfolio›$3.2M
Archer Investment Management, LLC56,472
1.0% of portfolio›$3.1M
Affiance Financial, LLC51,679
0.4% of portfolio›$2.8M
HB Wealth Management, LLC51,629
0.0% of portfolio›$2.8M
Bear Mountain Capital, Inc.50,018
0.7% of portfolio›$2.6M
rebel Financial LLC49,029
1.1% of portfolio›$2.7M
Keybank National Association48,306
0.0% of portfolio›$2.6M
Impact Investors, Inc48,252
4.3% of portfolio›$2.6M
True Blue Financial, LLC46,487
0.9% of portfolio›$2.5M
Jnba Financial Advisors42,459
0.2% of portfolio›$2.3M
Birchwood Financial Partners, Inc.41,684
1.7% of portfolio›$2.3M
Citizens Financial Group Inc41,362
0.0% of portfolio›$2.2M
XY Planning Network, Inc.41,265
0.2% of portfolio›$2.2M
Dynamic Advisor Solutions LLC40,344
0.1% of portfolio›$2.2M
Brookstone Capital Management39,532
0.0% of portfolio›$2.1M
Midwest Financial Partners Investments, Inc.38,902
0.8% of portfolio›$2.1M
eCIO, Inc.36,432
0.7% of portfolio›$2.0M
Kestra Advisory Services, LLC36,179
0.0% of portfolio›$2.0M
Parallel Advisors, LLC35,796
0.0% of portfolio›$1.9M
Choreo, LLC34,711
0.0% of portfolio›$1.9M
Neumann Capital Management, LLC33,955
0.5% of portfolio›$1.8M
Baron Financial Group, LLC33,631
0.9% of portfolio›$1.8M
Wealth Architects, LLC33,583
0.1% of portfolio›$1.8M
Merit Financial Group, LLC33,129
0.0% of portfolio›$1.8M
Wealth Advisory Team LLC32,235
1.4% of portfolio›$1.7M
Vision Capital Management, Inc.31,749
0.2% of portfolio›$1.7M
Omega Financial Group, LLC31,579
0.5% of portfolio›$1.7M
Compound Planning, Inc.30,986
0.0% of portfolio›$1.7M
Equita Financial Network, Inc.30,023
0.5% of portfolio›$1.6M
Sharkey, Howes & Javer29,755
0.2% of portfolio›$1.6M
Wesbanco Bank Inc29,138
0.1% of portfolio›$1.6M
Horst & Graben Wealth Management LLC28,318
0.2% of portfolio›$1.5M
Sage Financial Group Inc28,040
0.1% of portfolio›$1.5M
Halbert Hargrove Global Advisors, LLC27,987
0.1% of portfolio›$1.5M
Nottingham Advisors, Inc.27,703
0.2% of portfolio›$1.5M
Mascoma Wealth Management LLC27,128
0.3% of portfolio›$1.5M
Canandaigua National Bank & Trust Co26,526
0.1% of portfolio›$1.4M
Grimes & Co Wealth Management, LLC26,436
0.0% of portfolio›$1.4M
Torren Management, LLC26,400
0.7% of portfolio›$1.4M
Integris Wealth Management, LLC26,170
0.3% of portfolio›$1.4M
Maia Wealth LLC25,690
0.2% of portfolio›$1.4M
Trilogy Capital Inc.25,332
0.1% of portfolio›$1.4M
Physician Wealth Advisors, Inc.25,220
0.2% of portfolio›$1.4M
SigFig Wealth Management, LLC24,974
0.0% of portfolio›$1.4M
McKinley Carter Wealth Services, Inc.24,153
0.1% of portfolio›$1.3M
Weil Company, Inc.24,040
0.2% of portfolio›$1.3M
RTD Financial Advisors, Inc.23,924
0.1% of portfolio›$1.3M
Central Trust Co23,048
0.0% of portfolio›$1.2M
Axxcess Wealth Management, LLC22,496
0.0% of portfolio›$1.2M
LFA - Lugano Financial Advisors SA22,301
0.7% of portfolio›$1.2M
Trust Co21,106
0.1% of portfolio›$1.1M
Ashton Thomas Private Wealth, LLC20,702
0.0% of portfolio›$1.1M
Brooklyn FI, LLC20,450
0.2% of portfolio›$1.0M
Diversify Wealth Management, LLC20,335
0.0% of portfolio›$1.1M
Diversify Advisory Services, LLC20,335
0.0% of portfolio›$1.1M
Columbia Bank20,210
0.2% of portfolio›$1.1M
Connecticut Wealth Management, LLC20,131
0.0% of portfolio›$1.1M
Regatta Capital Group, LLC20,046
0.1% of portfolio›$1.1M
Focus Financial Network, Inc.19,300
0.0% of portfolio›$1.0M
Diversified Enterprises, LLC19,060
0.0% of portfolio›$1.0M
Madrid Wealth Management, LLC18,386
0.6% of portfolio›$995.8K
Krilogy Financial LLC18,060
0.0% of portfolio›$970.4K
Prism Advisors, Inc.17,668
0.2% of portfolio›$947.4K
Concurrent Investment Advisors, LLC17,664
0.0% of portfolio›$956.7K
MGO One Seven LLC17,371
0.0% of portfolio›$940.8K
Benchmark Financial, LLC17,348
0.7% of portfolio›$939.6K
Bond & Devick Financial Network, Inc.17,311
0.2% of portfolio›$937.6K
Aureum Wealth Management, LLC16,914
0.6% of portfolio›$916.1K
Olio Financial Planning16,663
0.2% of portfolio›$902.5K
MassMutual Private Wealth & Trust, FSB16,650
0.0% of portfolio›$901.8K
Capital Advantage, Inc.16,528
0.1% of portfolio›$895.1K
Birchbrook, Inc.16,498
0.4% of portfolio›$893.5K
Morling Financial Advisors, LLC16,052
0.2% of portfolio›$869.4K
B. Riley Wealth Advisors, Inc.16,009
0.0% of portfolio›$867.1K
RFG Advisory, LLC15,931
0.0% of portfolio›$862.8K
Fund Evaluation Group, LLC15,605
0.0% of portfolio›$845.2K
Aaron Wealth Advisors LLC15,506
0.0% of portfolio›$839.8K
OpenArc Corporate Advisory, LLC15,319
0.0% of portfolio›$829.7K
Boston Standard Wealth Management, LLC15,314
0.1% of portfolio›$829.5K
White Lighthouse Investment Management Inc.15,272
0.1% of portfolio›$827.1K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors14,956
0.0% of portfolio›$810.0K
Facet Wealth, Inc.14,791
0.0% of portfolio›$801.1K
Signature Estate & Investment Advisors LLC14,754
0.0% of portfolio›$799.1K
Penobscot Wealth Management14,698
0.2% of portfolio›$796.0K
Howland Capital Management LLC14,458
0.0% of portfolio›$783.0K
Asset Dedication, LLC14,455
0.0% of portfolio›$782.9K
New England Private Wealth Advisors LLC13,862
0.1% of portfolio›$750.8K
Schneider Downs Wealth Management Advisors, LP13,719
0.1% of portfolio›$743.0K
Sage Advisory Services, Ltd.Co.13,635
0.4% of portfolio›$738.0K
CIBC Asset Management Inc13,610
0.0% of portfolio›$737.1K
Shepherd Financial Partners LLC13,579
0.1% of portfolio›$735.4K
Pine Haven Investment Counsel, Inc13,208
0.5% of portfolio›$715.3K
Tortoise Investment Management, LLC12,499
0.1% of portfolio›$676.9K
A&I Financial Services, LLC12,369
0.3% of portfolio›$669.9K
Brandywine OAK Private Wealth LLC12,261
0.1% of portfolio›$664.1K
Glenview Trust Co12,257
0.0% of portfolio›$663.8K
Shotwell Rutter Baer Inc12,027
0.4% of portfolio›$651.4K
CGN Advisors LLC11,884
0.0% of portfolio›$643.6K
Bell Investment Advisors, Inc11,863
0.1% of portfolio›$642.5K
Elevation Wealth Partners, LLC11,712
0.2% of portfolio›$634.3K
TriaGen Wealth Management LLC11,667
0.2% of portfolio›$631.9K
Rossby Financial, LCC11,534
0.1% of portfolio›$624.7K
Sagespring Wealth Partners, LLC11,483
0.0% of portfolio›$621.9K
Wealthcare Advisory Partners LLC11,470
0.0% of portfolio›$621.2K
Midwest Trust Co11,440
0.0% of portfolio›$619.6K
PDS Planning, Inc11,341
0.0% of portfolio›$614.2K
Advisory Solutions Group, LLC11,330
0.1% of portfolio›$613.6K
Flagship Harbor Advisors, LLC11,159
0.0% of portfolio›$604.4K
Cambridge Financial Group, LLC11,065
0.2% of portfolio›$605.1K
Kestra Private Wealth Services, LLC11,003
0.0% of portfolio›$595.9K
Evergreen Capital Management LLC10,988
0.0% of portfolio›$595.1K
Lifelong Wealth Advisors, Inc.10,890
0.1% of portfolio›$589.8K
Washington Trust Bank10,785
0.0% of portfolio›$584.1K
Plancorp, LLC10,627
0.0% of portfolio›$525.4K
Gemmer Asset Management LLC10,426
0.0% of portfolio›$564.7K
Caliber Wealth Management, LLC / KS10,209
0.1% of portfolio›$552.9K
Presilium Private Wealth, LLC10,023
0.1% of portfolio›$542.8K
McAdam, LLC10,000
0.0% of portfolio›$541.6K
RW Investment Management LLC9,952
0.0% of portfolio›$539.0K
Zenith Solutions, Inc.9,875
0.5% of portfolio›$534.8K
Navigation Group, LLC9,783
0.1% of portfolio›$529.9K
Foster Group, Inc.9,776
0.0% of portfolio›$529.4K
BLB&B Advisors, LLC9,717
0.0% of portfolio›$526.3K
Aspiriant, LLC9,476
0.0% of portfolio›$513.2K
Onyx Bridge Wealth Group LLC9,309
0.0% of portfolio›$504.2K
Garde Capital, Inc.9,308
0.0% of portfolio›$504.1K
Larson Financial Group LLC9,275
0.0% of portfolio›$502.3K
Daiwa Securities Group Inc.9,180
0.0% of portfolio›$497.2K
GC Wealth Management RIA, LLC9,147
0.0% of portfolio›$495.4K
Oppenheimer & Co Inc9,075
0.0% of portfolio›$491.5K
Argentarii, LLC9,000
0.1% of portfolio›$487.4K
TME Financial, Inc.8,984
0.3% of portfolio›$486.6K
Montecito Bank & Trust8,837
0.1% of portfolio›$478.6K
Great Diamond Partners, LLC8,784
0.1% of portfolio›$475.7K
SAX Wealth Advisors, LLC8,687
0.0% of portfolio›$470.5K
Higgins & Schmidt Wealth Strategies LLC8,415
0.2% of portfolio›$455.8K
Williams & Novak Wealth Management, LLC8,296
0.3% of portfolio›$449.3K
Moller Wealth Partners8,243
0.1% of portfolio›$446.4K
Richard P Slaughter Associates Inc8,183
0.1% of portfolio›$443.2K
Seven Mile Advisory8,103
0.3% of portfolio›$438.9K
Valeo Financial Advisors, LLC8,025
0.0% of portfolio›$434.6K
Sigma Investment Counselors Inc8,024
0.0% of portfolio›$434.6K
Ryan Investment Management, Inc.7,883
0.2% of portfolio›$426.9K
Private Trust Co NA7,572
0.0% of portfolio›$410.1K
Xena Financial Planning, LLC7,503
0.4% of portfolio›$406.3K
Brighton Jones LLC7,455
0.0% of portfolio›$403.8K
Atria Investments, Inc7,382
0.0% of portfolio›$399.8K
Elwood & Goetz Wealth Advisory Group, LLC7,349
0.1% of portfolio›$398.0K
EverSource Wealth Advisors, LLC7,329
0.0% of portfolio›$396.9K
Gateway Investment Advisers LLC7,292
0.0% of portfolio›$394.9K
Avior Wealth Management, LLC7,161
0.0% of portfolio›$387.8K
Ritholtz Wealth Management7,120
0.0% of portfolio›$385.6K
Hoxton Planning & Management, LLC7,105
0.1% of portfolio›$384.8K
Cypress Wealth Services, LLC7,046
0.0% of portfolio›$385.1K
Private Wealth Management Group, LLC6,985
0.1% of portfolio›$378.3K
CoreCap Advisors, LLC6,981
0.0% of portfolio›$378.1K
RHS Financial, LLC6,873
0.1% of portfolio›$372.2K
Sharper & Granite LLC6,861
0.1% of portfolio›$312.0K
Willow Creek Wealth Management Inc.6,838
0.0% of portfolio›$370.3K
Cutler Investment Counsel LLC6,647
0.0% of portfolio›$360.0K
Topel & Distasi Wealth Management, LLC6,641
0.2% of portfolio›$359.7K
WT Wealth Management6,580
0.1% of portfolio›$356.4K
WestHill Financial Advisors, Inc.6,559
0.1% of portfolio›$355.2K
Hughes Financial Services, LLC6,539
0.0% of portfolio›$332.6K
One Wealth Capital Management, LLC6,512
0.1% of portfolio›$352.7K
Apollon Wealth Management, LLC6,459
0.0% of portfolio›$349.8K
Peak Financial Management, Inc.6,427
0.1% of portfolio›$348.1K
Cornerstone Planning Group LLC6,404
0.0% of portfolio›$347.0K
Tempus Wealth Planning, LLC6,363
0.1% of portfolio›$344.6K
Cranbrook Wealth Management, LLC6,354
0.1% of portfolio›$344.1K
R. W. Roge & Company, Inc.6,290
0.9% of portfolio›$341.0K
Marino, Stram & Associates LLC6,124
0.1% of portfolio›$331.7K
Mogy Joel R Investment Counsel Inc6,037
0.0% of portfolio›$327.0K
Winter & Associates, Inc.5,883
0.2% of portfolio›$302.4K
Sage Mountain Advisors LLC5,876
0.0% of portfolio›$318.2K
Armstrong, Fleming & Moore, Inc5,786
0.1% of portfolio›$313.4K
CFM Wealth Partners LLC5,770
0.0% of portfolio›$312.5K
Leverty Financial Group, LLC5,723
0.1% of portfolio›$310.0K
Bigelow Investment Advisors, LLC5,706
0.1% of portfolio›$309.0K
Financial Planning Fort Collins, LLC5,664
0.2% of portfolio›$306.8K
Morton Brown Family Wealth, LLC5,650
0.1% of portfolio›$306.0K
MLG Wealth Management DBA Pine Grove Financial Group5,648
0.0% of portfolio›$305.9K
W Advisors, LLC5,616
0.1% of portfolio›$304.2K
Elmwood Wealth Management, Inc.5,360
0.1% of portfolio›$290.3K
West Wealth Group, LLC5,358
0.0% of portfolio›$290.2K
Verus Capital Partners, LLC5,353
0.0% of portfolio›$289.9K
Warren Street Wealth Advisors, LLC5,296
0.1% of portfolio›$286.8K
PFG Advisors5,258
0.0% of portfolio›$284.8K
Founders Financial Securities LLC5,234
0.0% of portfolio›$283.5K
Nations Financial Group Inc,5,152
0.0% of portfolio›$279.0K
Old Peak Finance LLC5,094
0.1% of portfolio›$275.9K
Bison Wealth, LLC5,079
0.0% of portfolio›$272.9K
Keystone Wealth Services, LLC5,052
0.0% of portfolio›$275.7K
Financial Futures Ltd Liability Co.5,048
0.1% of portfolio›$273.4K
Courier Capital LLC5,016
0.0% of portfolio›$271.7K
Etesian Wealth Advisors, Inc.4,983
0.1% of portfolio›$269.9K
JB Capital LLC4,920
0.0% of portfolio›$266.4K
Armbruster Capital Management, Inc.4,900
0.0% of portfolio›$265.4K
Wedbush Securities Inc4,828
0.0% of portfolio›$261
Csenge Advisory Group4,806
0.0% of portfolio›$260.3K
Worth Financial Advisory Group, LLC4,789
0.1% of portfolio›$259.4K
DWR Wealth Management, LLC4,735
0.2% of portfolio›$258.4K
Heritage Family Offices, LLP4,733
0.1% of portfolio›$256.3K
Traveka Wealth, LLC4,726
0.1% of portfolio›$256.0K
AdvisorNet Financial, Inc4,713
0.0% of portfolio›$246.2K
Lodestar Private Asset Management LLC4,703
0.0% of portfolio›$254.7K
Asempa Wealth Advisors4,673
0.2% of portfolio›$253.3K
Valley National Advisers Inc4,619
0.0% of portfolio›$250.2K
True Link Financial Advisors, LLC4,605
0.0% of portfolio›$249.4K
Baker Avenue Asset Management, LP4,522
0.0% of portfolio›$244.9K
Strategic Blueprint, LLC4,429
0.0% of portfolio›$239.9K
J.W. Cole Advisors, Inc.4,406
0.0% of portfolio›$238.6K
Oregon Pacific Wealth Management, LLC4,336
0.2% of portfolio›$234.8K
Bestgate Wealth Advisors, LLC4,300
0.1% of portfolio›$232.9K
Symmetry Partners, LLC4,263
0.0% of portfolio›$230.9K
WBH Advisory Inc4,241
0.0% of portfolio›$229.7K
Fingerlakes Wealth Management, Inc.4,221
0.1% of portfolio›$228.6K
Fifth Third Wealth Advisors LLC4,189
0.0% of portfolio›$226.9K
Sweeney & Michel, LLC4,175
0.1% of portfolio›$226.1K
Endeavor Private Wealth, Inc.4,133
0.1% of portfolio›$223.9K
Eley Financial Management, Inc4,129
0.1% of portfolio›$223.6K
Integrity Advisory Solutions, LLC4,115
0.0% of portfolio›$222.9K
Moss Adams Wealth Advisors LLC4,092
0.0% of portfolio›$221.6K
Livet Wealth, LLC4,062
0.1% of portfolio›$220.0K
Bright Futures Wealth Management, Llc.4,050
0.2% of portfolio›$219.4K
Liberty Atlantic Advisors LLC4,050
0.1% of portfolio›$219.3K
TD Private Client Wealth LLC3,990
0.0% of portfolio›$216.1K
Evergreen Private Wealth LLC3,974
0.1% of portfolio›$215.2K
Orin Green Financial, LLC3,966
0.1% of portfolio›$214.8K
Family Investment Center, Inc.3,965
0.0% of portfolio›$214.7K
Bangor Savings Bank3,931
0.0% of portfolio›$212.9K
Kingswood Wealth Advisors, LLC3,911
0.0% of portfolio›$211.8K
Macroview Investment Management LLC3,910
0.1% of portfolio›$211.8K
Darden Wealth Group Inc3,903
0.1% of portfolio›$211.4K
MBE Wealth Management, LLC3,892
0.1% of portfolio›$210.8K
Elevation Point Wealth Partners, LLC3,875
0.0% of portfolio›$209.9K
Sentinel Trust Co LBA3,860
0.0% of portfolio›$209.0K
Values Added Financial LLC3,855
0.1% of portfolio›$208.8K
Union Savings Bank3,836
0.1% of portfolio›$207.7K
American Financial & TAX Strategies Inc3,823
0.1% of portfolio›$207.1K
Brewster Financial Planning LLC3,812
0.1% of portfolio›$206.5K
Lido Advisors, LLC3,797
0.0% of portfolio›$205.6K
Plan A Wealth LLC3,735
0.1% of portfolio›$202.3K
Gen-Wealth Partners Inc3,722
0.1% of portfolio›$201.6K
Meridian Wealth Management, LLC3,698
0.0% of portfolio›$200.3K
Dynamic Wealth Strategies, LLC3,514
0.1% of portfolio›$190.3K
TFC Financial Management, Inc.3,425
0.0% of portfolio›$185.5K
Signaturefd, LLC2,706
0.0% of portfolio›$146.6K
American Capital Advisory, LLC2,695
0.0% of portfolio›$146.0K
Ascentis Independent Advisors2,458
0.0% of portfolio›$133.3K
Finley Financial, LLC2,420
0.1% of portfolio›$131.2K
GGM Financial LLC2,238
0.0% of portfolio›$121.2K
Tsfg, LLC2,200
0.0% of portfolio›$119
Trust Co of Vermont2,085
0.0% of portfolio›$112.9K
Pension & Wealth Management Advisors, Inc.1,998
0.0% of portfolio›$108.2K
Rosenberg Matthew Hamilton1,946
0.0% of portfolio›$105.4K
WPG Advisers, LLC1,907
0.1% of portfolio›$103.3K
AlphaCore Capital LLC1,838
0.0% of portfolio›$99.5K
Covestor Ltd1,779
0.0% of portfolio›$96
Clean Yield Group1,708
0.0% of portfolio›$92.5K
Frankly Finances, LLC1,593
0.1% of portfolio›$86.3K
JFS Wealth Advisors, LLC1,511
0.0% of portfolio›$81.8K
4Thought Financial Group Inc.1,496
0.0% of portfolio›$81.0K
North Star Investment Management Corp.1,446
0.0% of portfolio›$78.3K
Clearstead Advisors, LLC1,226
0.0% of portfolio›$66.4K
American National Bank & Trust1,100
0.0% of portfolio›$59.6K
Hurley Capital, LLC1,099
0.0% of portfolio›$59.5K
Spire Wealth Management1,087
0.0% of portfolio›$58.9K
Balance Wealth Partners LLC1,010
0.0% of portfolio›$54.7K
Triumph Capital Management967
0.0% of portfolio›$52.4K
Princeton Global Asset Management LLC934
0.0% of portfolio›$50.6K
Provenance Wealth Advisors, LLC910
0.0% of portfolio›$49.3K
Cassaday & Co Wealth Management LLC842
0.0% of portfolio›$45.6K
MJT & Associates Financial Advisory Group, Inc.734
0.0% of portfolio›$39.8K
Golden State Wealth Management, LLC711
0.0% of portfolio›$38.5K
Lanark Financial, Inc.684
0.0% of portfolio›$37.0K
Winthrop Capital Management, LLC615
0.0% of portfolio›$33.3K
Tompkins Financial Corp590
0.0% of portfolio›$32.0K
IFP Advisors, Inc590
0.0% of portfolio›$32.0K
DeDora Capital, Inc.533
0.0% of portfolio›$28.9K
Buck Wealth Strategies, LLC483
0.0% of portfolio›$26.1K
First Bancorp, Inc462
0.0% of portfolio›$25.0K
TD Waterhouse Canada Inc.456
0.0% of portfolio›$24.7K
Root Financial Partners, LLC454
0.0% of portfolio›$24.6K
Evolution Wealth Management Inc.446
0.0% of portfolio›$24.2K
Birch Financial Group, LLC408
0.0% of portfolio›$22.1K
Manchester Capital Management LLC375
0.0% of portfolio›$20.3K
Blueline Advisors LLC320
0.0% of portfolio›$17.3K
NBT Bank, N.A.267
0.0% of portfolio›$14.5K
Nfsg Corp258
0.0% of portfolio›$14.0K
Ares Financial Consulting, LLC241
0.0% of portfolio›$13.1K
Tradewinds Capital Management, LLC223
0.0% of portfolio›$12.1K
Center for Financial Planning, Inc.199
0.0% of portfolio›$10.8K
Harbor Investment Advisory, LLC198
0.0% of portfolio›$10.7K
Centerpoint Advisors, LLC191
0.0% of portfolio›$10
Cdkv Holdings LLC172
0.0% of portfolio›$9.3K
West Branch Capital LLC171
0.0% of portfolio›$9.3K
SBI Securities Co., Ltd.168
0.0% of portfolio›$9.1K
Harbor Asset Planning, Inc.167
0.0% of portfolio›$9.1K
Cape Investment Advisory, Inc.158
0.0% of portfolio›$8.6K
Hanson & Doremus Investment Management138
0.0% of portfolio›$7
Gamma Investing LLC118
0.0% of portfolio›$6.4K
Abound Wealth Management100
0.0% of portfolio›$5.4K
Maseco LLP92
0.0% of portfolio›$5.0K
Noble Wealth Management PBC87
0.0% of portfolio›$4.7K
Phillip James Consulting Co.78
0.0% of portfolio›$4.2K
Creative Financial Designs Inc76
0.0% of portfolio›$4.1K
Laurel Wealth Advisors LLC75
0.0% of portfolio›$4.1K
Decker Retirement Planning Inc.70
0.0% of portfolio›$3.8K
Quest 10 Wealth Builders, Inc.64
0.0% of portfolio›$3.5K
Capital Investment Advisory Services, LLC62
0.0% of portfolio›$3.4K
Signature Resources Capital Management, LLC61
0.0% of portfolio›$3.3K
Concord Wealth Partners49
0.0% of portfolio›$2.7K
Latitude Advisors, LLC46
0.0% of portfolio›$2.5K
Portfolio Resources Advisor Group, Inc.45
0.0% of portfolio›$2.4K
Barrett & Company, Inc.43
0.0% of portfolio›$2.3K
Evermay Wealth Management LLC40
0.0% of portfolio›$2.2K
Bare Financial Services, Inc37
0.0% of portfolio›$2.0K
Key Capital Management, Inc26
0.0% of portfolio›$1.4K
Mainstream Capital Management LLC20
0.0% of portfolio›$1.1K
Hilton Head Capital Partners, LLC18
0.0% of portfolio›$975
Key FInancial Inc17
0.0% of portfolio›$921
Davis Capital Management12
0.0% of portfolio›$650
Retirement Wealth Solutions LLC7
0.0% of portfolio›$390
Silver Grove Financial Group, Inc.4
0.0% of portfolio›$190
StyleTurnoverLocationFiled
Creative Planning
2,041,581$110.6M0.1%IndexVery LowOverland Park, KS2026-11-02
US Bancorp \de\
1,930,442$104.6M0.1%IndexLowMinneapolis, MN2026-11-05
PNC Financial Services Group, Inc.
1,306,667$70.8M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Fifth Third Bancorp
583,783$31.6M0.1%IndexVery LowCincinnati, OH2026-11-05
Mission Wealth Management, LP
568,161$30.8M0.5%ETFLowSanta Barbara, CA2026-10-15
IMPACTfolio, LLC
523,939$28.4M10.3%ETFVery LowDenver, CO2026-10-28
Commonwealth Equity Services, LLC
359,640$19.5M0.0%ETFLowWaltham, MA2026-11-02
Eastern Bank
336,114$18.2M0.3%GrowthMediumBoston, MA2026-10-05
Ferguson Wellman Capital Management, Inc
280,372$15.2M0.2%CoreLowPortland, OR2026-10-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
264,336$14.3M0.2%GrowthVery LowSeattle, WA2026-10-27
Park Avenue Securities LLC
246,841$13.4K0.0%ETFMediumNew York, NY2026-10-26
Truist Financial Corp
233,627$12.7M0.0%CoreLowCharlotte, NC2026-10-30
Mather Group, Llc.
176,079$9.5M0.1%ETFMediumChicago, IL2026-10-14
Principal Financial Group Inc
166,631$9.0M0.0%CoreLowDes Moines, IA2026-11-02
Intergy Private Wealth, LLC
165,612$9.0M2.0%ETFVery LowColorado Springs, CO2026-10-16
Modera Wealth Management, LLC
158,394$8.6M0.1%ETFVery LowWestwood, NJ2026-10-28
Citigroup Inc
154,335$8.4M0.0%CoreMediumNew York, NY2026-11-04
Stanich Group LLC
148,907$8.1M3.9%ETFVery LowMontauk, NY2026-10-16
Cambridge Investment Research Advisors, Inc.
145,041$7.9K0.0%ETFLowFairfield, IA2026-11-02
Baldwin Wealth Partners LLC
132,951$7.2M0.5%GrowthLowMarion, MA2026-10-13
Laurel Wealth Planning LLC
126,304$6.8M3.0%ETFLowEdina, MN2026-11-02
Bank of New York Mellon Corp
123,162$6.7M0.0%CoreLowNew York, NY2026-11-05
Bailard, Inc.
101,834$5.5M0.1%GrowthMediumFoster City, CA2026-10-13
Thrivent Financial for Lutherans
100,975$5.5M0.0%GARPMediumMinneapolis, MN2026-11-05
North Berkeley Wealth Management, LLC
100,886$5.5M2.1%ETFMediumBerkeley, CA2026-11-02
Cabot Wealth Management Inc
95,553$5.2M0.5%CoreMediumBeverly, MA2026-11-05
High Note Wealth, LLC
92,643$5.0M0.8%ETFVery LowDeephaven, MN2026-10-27
Wealth Enhancement Advisory Services, LLC
88,615$4.8M0.0%CoreLowPlymouth, MN2026-10-13
Mirae Asset Global Investments Co., Ltd.
80,730$4.4M0.0%GrowthLowSeoul, Malaysia2026-11-03
Farther Finance Advisors, LLC
75,793$4.1M0.0%IndexLowSan Francisco, CA2026-10-08
Assetmark, Inc
75,207$4.1M0.0%ETFLowConcord, CA2026-10-21
Apella Capital, LLC
72,532$4.0M0.1%ETFVery LowWest Hartford, CT2026-10-08
Sofi Wealth, LLC
72,129$3.9M0.2%ETFVery LowSan Francisco, CA2026-10-27
Savant Capital, LLC
72,055$3.9M0.0%IndexVery LowRockford, IL2026-11-06
Robertson Stephens Wealth Management, LLC
63,751$3.5M0.1%ETFMediumSan Francisco, CA2026-10-16
Perigon Wealth Management, LLC
63,105$3.4M0.1%GrowthLowSan Francisco, CA2026-10-22
Quadrant Capital Group LLC
63,089$3.4M0.1%CoreLowCincinnati, OH2026-10-20
Bokf, NA
61,871$3.4M0.1%CoreLowTulsa, OK2026-10-27
Vise Technologies, Inc.
59,580$3.2M0.0%IndexLowNew York, NY2026-10-29
Archer Investment Management, LLC
56,472$3.1M1.0%ETFHighAustin, TX2026-10-13
Affiance Financial, LLC
51,679$2.8M0.4%ETFVery LowSt. Louis Park, MN2026-10-15
HB Wealth Management, LLC
51,629$2.8M0.0%IndexVery LowAtlanta, GA2026-10-23
Bear Mountain Capital, Inc.
50,018$2.6M0.7%ETFLowSeattle, WA2026-11-04
rebel Financial LLC
49,029$2.7M1.1%N/AVery LowGroveport, OH2026-11-04
Keybank National Association
48,306$2.6M0.0%CoreLowBrooklyn, OH2026-11-04
Impact Investors, Inc
48,252$2.6M4.3%ETFLowSan Francisco, CA2026-11-02
True Blue Financial, LLC
46,487$2.5M0.9%ETFLowStevensville, MI2026-10-15
Jnba Financial Advisors
42,459$2.3M0.2%ETFMediumBloomington, MN2026-11-03
Birchwood Financial Partners, Inc.
41,684$2.3M1.7%ETFVery LowBloomington, MN2026-11-02
Citizens Financial Group Inc
41,362$2.2M0.0%GrowthLowProvidence, RI2026-10-23
XY Planning Network, Inc.
41,265$2.2M0.2%ETFLowBozeman, MT2026-10-14
Dynamic Advisor Solutions LLC
40,344$2.2M0.1%ETFLowPhoenix, AZ2026-10-13
Brookstone Capital Management
39,532$2.1M0.0%ETFMediumWheaton, IL2026-10-22
Midwest Financial Partners Investments, Inc.
38,902$2.1M0.8%ETFVery LowSt. Cloud, MN2026-10-08
eCIO, Inc.
36,432$2.0M0.7%ETFMediumMadison, WI2026-11-02
Kestra Advisory Services, LLC
36,179$2.0M0.0%CoreLowAustin, TX2026-11-02
Parallel Advisors, LLC
35,796$1.9M0.0%IndexLowSan Francisco, CA2026-11-03
Choreo, LLC
34,711$1.9M0.0%IndexLowRockford, IL2026-10-28
Neumann Capital Management, LLC
33,955$1.8M0.5%GrowthVery LowFoster City, CA2026-10-15
Baron Financial Group, LLC
33,631$1.8M0.9%ETFVery LowFair Lawn, NJ2026-10-09
Wealth Architects, LLC
33,583$1.8M0.1%ETFVery LowMountain View, CA2026-11-03
Merit Financial Group, LLC
33,129$1.8M0.0%ETFLowAlpharetta, GA2026-11-06
Wealth Advisory Team LLC
32,235$1.7M1.4%ETFN/ABellevue, KY2026-11-05
Vision Capital Management, Inc.
31,749$1.7M0.2%CoreVery LowPortland, OR2026-10-20
Omega Financial Group, LLC
31,579$1.7M0.5%ETFVery LowSanta Barbara, CA2026-10-29
Compound Planning, Inc.
30,986$1.7M0.0%CoreLowNew York, NY2026-11-05
Equita Financial Network, Inc.
30,023$1.6M0.5%ETFLowFort Washington, PA2026-10-19
Sharkey, Howes & Javer
29,755$1.6M0.2%ETFMediumDenver, CO2026-10-22
Wesbanco Bank Inc
29,138$1.6M0.1%CoreLowWheeling, WV2026-11-04
Horst & Graben Wealth Management LLC
28,318$1.5M0.2%ETFMediumPortland, OR2026-11-02
Sage Financial Group Inc
28,040$1.5M0.1%ETFVery LowW. Conshohocken, PA2026-10-27
Halbert Hargrove Global Advisors, LLC
27,987$1.5M0.1%ETFLowLong Beach, CA2026-10-16
Nottingham Advisors, Inc.
27,703$1.5M0.2%ETFLowAmherst, NY2026-10-29
Mascoma Wealth Management LLC
27,128$1.5M0.3%ETFVery LowHanover, NH2026-10-23
Canandaigua National Bank & Trust Co
26,526$1.4M0.1%CoreVery LowCanandaigua, NY2026-10-07
Grimes & Co Wealth Management, LLC
26,436$1.4M0.0%CoreLowWestborough, MA2026-10-29
Torren Management, LLC
26,400$1.4M0.7%ETFMediumSan Diego, CA2026-10-29
Integris Wealth Management, LLC
26,170$1.4M0.3%ETFVery LowMonterey, CA2026-10-14
Maia Wealth LLC
25,690$1.4M0.2%ETFMediumDenver, CO2026-10-19
Trilogy Capital Inc.
25,332$1.4M0.1%ETFMediumIrvine, CA2026-10-20
Physician Wealth Advisors, Inc.
25,220$1.4M0.2%ETFMediumMidvale, UT2026-10-20
SigFig Wealth Management, LLC
24,974$1.4M0.0%ETFLowSan Francisco, CA2026-10-07
McKinley Carter Wealth Services, Inc.
24,153$1.3M0.1%ETFMediumWheeling, WV2026-10-16
Weil Company, Inc.
24,040$1.3M0.2%ETFLowSan Diego, CA2026-10-14
RTD Financial Advisors, Inc.
23,924$1.3M0.1%ETFLowPhiladelphia, PA2026-10-09
Central Trust Co
23,048$1.2M0.0%CoreLowJefferson City, MO2026-11-05
Axxcess Wealth Management, LLC
22,496$1.2M0.0%CoreLowCarlsbad, CA2026-10-21
LFA - Lugano Financial Advisors SA
22,301$1.2M0.7%ETFLowLugano, Switzerland2026-11-03
Trust Co
21,106$1.1M0.1%ETFVery LowManhattan, KS2026-10-09
Ashton Thomas Private Wealth, LLC
20,702$1.1M0.0%CoreMediumScottsdale, AZ2026-11-03
Brooklyn FI, LLC
20,450$1.0M0.2%ETFVery LowNew York, NY2026-11-05
Diversify Wealth Management, LLC
20,335$1.1M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
20,335$1.1M0.0%GrowthLowSandy, UT2026-10-20
Columbia Bank
20,210$1.1M0.2%GrowthLowLake Oswego, OR2026-10-29
Connecticut Wealth Management, LLC
20,131$1.1M0.0%ETFLowFarmington, CT2026-10-13
Regatta Capital Group, LLC
20,046$1.1M0.1%ETFLowEl Segundo, CA2026-10-23
Focus Financial Network, Inc.
19,300$1.0M0.0%ETFLowMinneapolis, MN2026-10-14
Diversified Enterprises, LLC
19,060$1.0M0.0%ETFVery LowWilmington, DE2026-10-19
Madrid Wealth Management, LLC
18,386$995.8K0.6%ETFLowAlbuquerque, NM2026-10-23
Krilogy Financial LLC
18,060$970.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Prism Advisors, Inc.
17,668$947.4K0.2%ETFMediumStudio City, CA2026-10-09
Concurrent Investment Advisors, LLC
17,664$956.7K0.0%GrowthMediumTampa, FL2026-10-16
MGO One Seven LLC
17,371$940.8K0.0%GrowthLowBeachwood, OH2026-10-28
Benchmark Financial, LLC
17,348$939.6K0.7%ETFVery LowWilmington, DE2026-10-16
Bond & Devick Financial Network, Inc.
17,311$937.6K0.2%ETFVery LowSt. Louis Park, MN2026-10-23
Aureum Wealth Management, LLC
16,914$916.1K0.6%ETFLowNorth Palm Beach, FL2026-10-15
Olio Financial Planning
16,663$902.5K0.2%ETFVery LowMclean, VA2026-10-22
MassMutual Private Wealth & Trust, FSB
16,650$901.8K0.0%CoreLowSpringfield, MA2026-10-05
Capital Advantage, Inc.
16,528$895.1K0.1%ETFMediumWalnut Creek, CA2026-10-14
Birchbrook, Inc.
16,498$893.5K0.4%ETFLowBangor, ME2026-10-14
Morling Financial Advisors, LLC
16,052$869.4K0.2%ETFLowFremont, CA2026-10-28
B. Riley Wealth Advisors, Inc.
16,009$867.1K0.0%GrowthLowMemphis, TN2026-10-13
RFG Advisory, LLC
15,931$862.8K0.0%ETFMediumBirmingham, AL2026-11-03
Fund Evaluation Group, LLC
15,605$845.2K0.0%ETFLowCincinnati, OH2026-11-05
Aaron Wealth Advisors LLC
15,506$839.8K0.0%GrowthMediumChicago, IL2026-10-13
OpenArc Corporate Advisory, LLC
15,319$829.7K0.0%GrowthLowAtlanta, GA2026-10-21
Boston Standard Wealth Management, LLC
15,314$829.5K0.1%ETFLowWinchester, MA2026-10-07
White Lighthouse Investment Management Inc.
15,272$827.1K0.1%ETFVery LowBedford, MA2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
14,956$810.0K0.0%ETFMediumWestlake, OH2026-10-14
Facet Wealth, Inc.
14,791$801.1K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Signature Estate & Investment Advisors LLC
14,754$799.1K0.0%ETFMediumLos Angeles, CA2026-10-13
Penobscot Wealth Management
14,698$796.0K0.2%ETFVery LowPortland, ME2026-10-21
Howland Capital Management LLC
14,458$783.0K0.0%CoreLowBoston, MA2026-10-22
Asset Dedication, LLC
14,455$782.9K0.0%ETFLowSan Francisco, CA2026-11-03
New England Private Wealth Advisors LLC
13,862$750.8K0.1%ETFVery LowWellesley, MA2026-10-19
Schneider Downs Wealth Management Advisors, LP
13,719$743.0K0.1%ETFVery LowPittsburgh, PA2026-10-27
Sage Advisory Services, Ltd.Co.
13,635$738.0K0.4%ETFMediumAustin, TX2026-10-29
CIBC Asset Management Inc
13,610$737.1K0.0%GARPLowToronto, South Africa2026-11-05
Shepherd Financial Partners LLC
13,579$735.4K0.1%ETFLowWinchester, MA2026-11-03
Pine Haven Investment Counsel, Inc
13,208$715.3K0.5%CoreVery LowFairhaven, MA2026-11-02
Tortoise Investment Management, LLC
12,499$676.9K0.1%ETFLowWhite Plains, NY2026-11-06
A&I Financial Services, LLC
12,369$669.9K0.3%ETFHighLone Tree, CO2026-10-15
Brandywine OAK Private Wealth LLC
12,261$664.1K0.1%ETFVery LowKennett Square, PA2026-10-23
Glenview Trust Co
12,257$663.8K0.0%GrowthVery LowLouisville, KY2026-10-28
Shotwell Rutter Baer Inc
12,027$651.4K0.4%ETFVery LowLansing, MI2026-10-14
CGN Advisors LLC
11,884$643.6K0.0%ETFLowManhattan, KS2026-10-21
Bell Investment Advisors, Inc
11,863$642.5K0.1%ETFVery LowOrinda, CA2026-10-29
Elevation Wealth Partners, LLC
11,712$634.3K0.2%ETFLowWalnut Creek, CA2026-10-07
TriaGen Wealth Management LLC
11,667$631.9K0.2%CoreMediumCalabasas, CA2026-10-14
Rossby Financial, LCC
11,534$624.7K0.1%ETFMediumMelbourne, FL2026-11-05
Sagespring Wealth Partners, LLC
11,483$621.9K0.0%ETFLowFranklin, TN2026-10-22
Wealthcare Advisory Partners LLC
11,470$621.2K0.0%ETFLowWest Chester, PA2026-10-21
Midwest Trust Co
11,440$619.6K0.0%CoreLowOverland Park, KS2026-10-22
PDS Planning, Inc
11,341$614.2K0.0%IndexVery LowDublin, OH2026-11-03
Advisory Solutions Group, LLC
11,330$613.6K0.1%ETFN/APlymouth, MN2026-10-14
Flagship Harbor Advisors, LLC
11,159$604.4K0.0%ETFMediumBoston, MA2026-10-26
Cambridge Financial Group, LLC
11,065$605.1K0.2%ETFLowTucson, AZ2026-10-06
Kestra Private Wealth Services, LLC
11,003$595.9K0.0%GrowthLowAustin, TX2026-10-30
Evergreen Capital Management LLC
10,988$595.1K0.0%GARPMediumBellevue, WA2026-10-23
Lifelong Wealth Advisors, Inc.
10,890$589.8K0.1%ETFLowArden Hills, MN2026-10-19
Washington Trust Bank
10,785$584.1K0.0%CoreLowSpokane, WA2026-11-03
Plancorp, LLC
10,627$525.4K0.0%ETFLowSaint Louis, MO2026-11-03
Gemmer Asset Management LLC
10,426$564.7K0.0%ETFLowWalnut Creek, CA2026-10-16
Caliber Wealth Management, LLC / KS
10,209$552.9K0.1%ETFLowOverland Park, KS2026-11-04
Presilium Private Wealth, LLC
10,023$542.8K0.1%ETFVery LowRadnor, PA2026-10-26
McAdam, LLC
10,000$541.6K0.0%ETFLowPhiladelphia, PA2026-10-21
RW Investment Management LLC
9,952$539.0K0.0%ETFLowEagle, ID2026-11-03
Zenith Solutions, Inc.
9,875$534.8K0.5%ETFN/APhiladelphia, PA2026-10-19
Navigation Group, LLC
9,783$529.9K0.1%ETFVery LowRedwood City, CA2026-10-28
Foster Group, Inc.
9,776$529.4K0.0%ETFVery LowUrbandale, IA2026-10-13
BLB&B Advisors, LLC
9,717$526.3K0.0%ETFLowMontgomeryville, PA2026-10-27
Aspiriant, LLC
9,476$513.2K0.0%ETFVery LowLos Angeles, CA2026-10-16
Onyx Bridge Wealth Group LLC
9,309$504.2K0.0%ETFMediumTarrytown, NY2026-10-16
Garde Capital, Inc.
9,308$504.1K0.0%ETFLowSeattle, WA2026-10-29
Larson Financial Group LLC
9,275$502.3K0.0%GrowthLowSt Louis, MO2026-11-05
Daiwa Securities Group Inc.
9,180$497.2K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
GC Wealth Management RIA, LLC
9,147$495.4K0.0%GrowthMediumCambridge, MA2026-11-02
Oppenheimer & Co Inc
9,075$491.5K0.0%CoreLowNew York, NY2026-10-26
Argentarii, LLC
9,000$487.4K0.1%GrowthLowCincinnati, OH2026-10-28
TME Financial, Inc.
8,984$486.6K0.3%ETFMediumHuntington Beach, CA2026-10-14
Montecito Bank & Trust
8,837$478.6K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Great Diamond Partners, LLC
8,784$475.7K0.1%CoreMediumPortland, ME2026-10-13
SAX Wealth Advisors, LLC
8,687$470.5K0.0%ETFVery LowParsippany, NJ2026-10-13
Higgins & Schmidt Wealth Strategies LLC
8,415$455.8K0.2%ETFLowDenver, CO2026-10-26
Williams & Novak Wealth Management, LLC
8,296$449.3K0.3%ETFMediumWestlake Village, CA2026-10-09
Moller Wealth Partners
8,243$446.4K0.1%ETFVery LowNorthfield, IL2026-10-15
Richard P Slaughter Associates Inc
8,183$443.2K0.1%ETFMediumAustin, TX2026-10-13
Seven Mile Advisory
8,103$438.9K0.3%GrowthLowTallahassee, FL2026-10-22
Valeo Financial Advisors, LLC
8,025$434.6K0.0%ETFLowCarmel, IN2026-10-08
Sigma Investment Counselors Inc
8,024$434.6K0.0%ETFLowNorthville, MI2026-10-27
Ryan Investment Management, Inc.
7,883$426.9K0.2%ETFVery HighBasalt, CO2026-10-20
Private Trust Co NA
7,572$410.1K0.0%CoreLowCleveland, OH2026-10-20
Xena Financial Planning, LLC
7,503$406.3K0.4%ETFVery LowPortland, OR2026-10-13
Brighton Jones LLC
7,455$403.8K0.0%CoreVery LowSeattle, WA2026-11-03
Atria Investments, Inc
7,382$399.8K0.0%CoreMediumCharlotte, NC2026-10-15
Elwood & Goetz Wealth Advisory Group, LLC
7,349$398.0K0.1%ETFLowAthens, GA2026-10-28
EverSource Wealth Advisors, LLC
7,329$396.9K0.0%CoreMediumBirmingham, AL2026-11-04
Gateway Investment Advisers LLC
7,292$394.9K0.0%GrowthLowCincinnati, OH2026-10-13
Avior Wealth Management, LLC
7,161$387.8K0.0%ETFMediumOmaha, NE2026-10-13
Ritholtz Wealth Management
7,120$385.6K0.0%IndexLowNew York, NY2026-11-05
Hoxton Planning & Management, LLC
7,105$384.8K0.1%ETFLowShepherdstown, WV2026-10-15
Cypress Wealth Services, LLC
7,046$385.1K0.0%ETFLowPalm Desert, CA2026-10-21
Private Wealth Management Group, LLC
6,985$378.3K0.1%ETFLowPrinceton, NJ2026-10-19
CoreCap Advisors, LLC
6,981$378.1K0.0%ETFMediumSouthfield, MI2026-10-08
RHS Financial, LLC
6,873$372.2K0.1%ETFMediumSan Francisco, CA2026-10-13
Sharper & Granite LLC
6,861$312.0K0.1%ETFLowEl Segundo, CA2026-11-02
Willow Creek Wealth Management Inc.
6,838$370.3K0.0%ETFVery LowSebastopol, CA2026-10-26
Cutler Investment Counsel LLC
6,647$360.0K0.0%CoreLowJacksonville, OR2026-10-28
Topel & Distasi Wealth Management, LLC
6,641$359.7K0.2%ETFVery LowBerkeley, CA2026-11-05
WT Wealth Management
6,580$356.4K0.1%ETFMediumScottsdale, AZ2026-10-13
WestHill Financial Advisors, Inc.
6,559$355.2K0.1%ETFVery LowSan Rafael, CA2026-10-14
Hughes Financial Services, LLC
6,539$332.6K0.0%ETFLowHerndon, VA2026-10-30
One Wealth Capital Management, LLC
6,512$352.7K0.1%GrowthMediumScottsdale, AZ2026-10-23
Apollon Wealth Management, LLC
6,459$349.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Peak Financial Management, Inc.
6,427$348.1K0.1%ETFVery LowWellesley, MA2026-10-16
Cornerstone Planning Group LLC
6,404$347.0K0.0%ETFMediumFairfield, NJ2026-10-16
Tempus Wealth Planning, LLC
6,363$344.6K0.1%ETFMediumIrvine, CA2026-10-14
Cranbrook Wealth Management, LLC
6,354$344.1K0.1%ETFVery LowBloomfield Hills, MI2026-10-28
R. W. Roge & Company, Inc.
6,290$341.0K0.9%ETFVery LowBohemia, NY2026-11-04
Marino, Stram & Associates LLC
6,124$331.7K0.1%ETFVery LowBraintree, MA2026-10-22
Mogy Joel R Investment Counsel Inc
6,037$327.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-13
Winter & Associates, Inc.
5,883$302.4K0.2%ETFMediumSt. Paul, MN2026-10-23
Sage Mountain Advisors LLC
5,876$318.2K0.0%ETFLowAtlanta, GA2026-11-02
Armstrong, Fleming & Moore, Inc
5,786$313.4K0.1%GrowthVery LowWashington, DC2026-10-28
CFM Wealth Partners LLC
5,770$312.5K0.0%GrowthLowAustin, TX2026-11-05
Leverty Financial Group, LLC
5,723$310.0K0.1%ETFVery LowHudson, WI2026-10-08
Bigelow Investment Advisors, LLC
5,706$309.0K0.1%ETFLowPortland, ME2026-10-13
Financial Planning Fort Collins, LLC
5,664$306.8K0.2%ETFVery LowFort Collins, CO2026-10-16
Morton Brown Family Wealth, LLC
5,650$306.0K0.1%ETFVery LowAllentown, PA2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
5,648$305.9K0.0%ETFMediumWoodbury, MN2026-10-13
W Advisors, LLC
5,616$304.2K0.1%CoreLowGermantown, TN2026-11-02
Elmwood Wealth Management, Inc.
5,360$290.3K0.1%ETFLowBerkeley, CA2026-10-14
West Wealth Group, LLC
5,358$290.2K0.0%ETFMediumIrvine, CA2026-10-14
Verus Capital Partners, LLC
5,353$289.9K0.0%GrowthLowScottsdale, AZ2026-11-03
Warren Street Wealth Advisors, LLC
5,296$286.8K0.1%ETFMediumIrvine, CA2026-11-04
PFG Advisors
5,258$284.8K0.0%ETFMediumPhoenix, AZ2026-10-16
Founders Financial Securities LLC
5,234$283.5K0.0%ETFMediumTowson, MD2026-10-28
Nations Financial Group Inc,
5,152$279.0K0.0%CoreLowCedar Rapids, IA2026-11-05
Old Peak Finance LLC
5,094$275.9K0.1%ETFVery LowChapel Hill, NC2026-11-02
Bison Wealth, LLC
5,079$272.9K0.0%GrowthMediumAtlanta, GA2026-10-13
Keystone Wealth Services, LLC
5,052$275.7K0.0%ETFHighPalm Desert, CA2026-11-03
Financial Futures Ltd Liability Co.
5,048$273.4K0.1%ETFLowBrielle, NJ2026-10-13
Courier Capital LLC
5,016$271.7K0.0%ETFLowBuffalo, NY2026-10-19
Etesian Wealth Advisors, Inc.
4,983$269.9K0.1%ETFLowWest Linn, OR2026-10-27
JB Capital LLC
4,920$266.4K0.0%ETFMediumWethersfield, CT2026-10-19
Armbruster Capital Management, Inc.
4,900$265.4K0.0%ETFVery LowPittsford, NY2026-10-19
Wedbush Securities Inc
4,828$2610.0%CoreLowPasadena, CA2026-10-22
Csenge Advisory Group
4,806$260.3K0.0%ETFMediumClearwater, FL2026-11-04
Worth Financial Advisory Group, LLC
4,789$259.4K0.1%GrowthVery LowCharlotte, NC2026-10-19
DWR Wealth Management, LLC
4,735$258.4K0.2%ETFLowSan Jose, CA2026-10-13
Heritage Family Offices, LLP
4,733$256.3K0.1%GrowthHighScottsdale, AZ2026-11-02
Traveka Wealth, LLC
4,726$256.0K0.1%ETFLowLos Altos, CA2026-10-19
AdvisorNet Financial, Inc
4,713$246.2K0.0%ETFLowMinnetonka, MN2026-10-15
Lodestar Private Asset Management LLC
4,703$254.7K0.0%ETFLowAlamo, CA2026-10-26
Asempa Wealth Advisors
4,673$253.3K0.2%ETFLowBaton Rouge, LA2026-10-07
Valley National Advisers Inc
4,619$250.2K0.0%ETFLowBethlehem, PA2026-10-23
True Link Financial Advisors, LLC
4,605$249.4K0.0%ETFLowSan Francisco, CA2026-10-27
Baker Avenue Asset Management, LP
4,522$244.9K0.0%GrowthLowSan Francisco, CA2026-11-06
Strategic Blueprint, LLC
4,429$239.9K0.0%ETFLowAtlanta, GA2026-10-22
J.W. Cole Advisors, Inc.
4,406$238.6K0.0%IndexLowTampa, FL2026-11-05
Oregon Pacific Wealth Management, LLC
4,336$234.8K0.2%ETFMediumMedford, OR2026-10-20
Bestgate Wealth Advisors, LLC
4,300$232.9K0.1%ETFLowFrederick, MD2026-10-13
Symmetry Partners, LLC
4,263$230.9K0.0%ETFLowGlastonbury, CT2026-10-27
WBH Advisory Inc
4,241$229.7K0.0%ETFLowBaltimore, MD2026-11-05
Fingerlakes Wealth Management, Inc.
4,221$228.6K0.1%ETFVery LowIthaca, NY2026-11-04
Fifth Third Wealth Advisors LLC
4,189$226.9K0.0%IndexVery LowCincinnati, OH2026-10-22
Sweeney & Michel, LLC
4,175$226.1K0.1%ETFVery LowChico, CA2026-10-16
Endeavor Private Wealth, Inc.
4,133$223.9K0.1%ETFMediumTopeka, KS2026-11-05
Eley Financial Management, Inc
4,129$223.6K0.1%ETFVery LowSouth Burlington, VT2026-11-03
Integrity Advisory Solutions, LLC
4,115$222.9K0.0%ETFMediumDallas, TX2026-10-29
Moss Adams Wealth Advisors LLC
4,092$221.6K0.0%ETFLowSeattle, WA2026-10-28
Livet Wealth, LLC
4,062$220.0K0.1%ETFLowSpanish Fork, UT2026-10-27
Bright Futures Wealth Management, Llc.
4,050$219.4K0.2%CoreHighWebster, Ny 14580, NY2026-10-23
Liberty Atlantic Advisors LLC
4,050$219.3K0.1%ETFLowOlympia, WA2026-10-14
TD Private Client Wealth LLC
3,990$216.1K0.0%ETFLowNew York, NY2026-10-28
Evergreen Private Wealth LLC
3,974$215.2K0.1%CoreLowGreenwood Village, CO2026-10-30
Orin Green Financial, LLC
3,966$214.8K0.1%ETFVery LowSan Diego, CA2026-10-19
Family Investment Center, Inc.
3,965$214.7K0.0%ETFMediumSaint Joseph, MO2026-10-19
Bangor Savings Bank
3,931$212.9K0.0%ETFLowBangor, ME2026-10-06
Kingswood Wealth Advisors, LLC
3,911$211.8K0.0%GrowthLowSan Diego, CA2026-10-23
Macroview Investment Management LLC
3,910$211.8K0.1%ETFLowBethesda, MD2026-10-26
Darden Wealth Group Inc
3,903$211.4K0.1%MomentumLowAnn Arbor, MI2026-11-06
MBE Wealth Management, LLC
3,892$210.8K0.1%ETFVery LowTomah, WI2026-10-26
Elevation Point Wealth Partners, LLC
3,875$209.9K0.0%CoreHighDenver, CO2026-11-05
Sentinel Trust Co LBA
3,860$209.0K0.0%ETFVery LowHouston, TX2026-11-03
Values Added Financial LLC
3,855$208.8K0.1%ETFLowWashington, DC2026-10-28
Union Savings Bank
3,836$207.7K0.1%CoreLowLitchfield, CT2026-10-14
American Financial & TAX Strategies Inc
3,823$207.1K0.1%ETFVery LowNew York, NY2026-10-16
Brewster Financial Planning LLC
3,812$206.5K0.1%ETFVery LowBrooklyn, NY2026-10-13
Lido Advisors, LLC
3,797$205.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Plan A Wealth LLC
3,735$202.3K0.1%CoreLowLincoln, NE2026-10-08
Gen-Wealth Partners Inc
3,722$201.6K0.1%CoreLowZeeland, MI2026-11-04
Meridian Wealth Management, LLC
3,698$200.3K0.0%GrowthLowLexington, KY2026-11-05
Dynamic Wealth Strategies, LLC
3,514$190.3K0.1%ETFLowGranite Bay, CA2026-10-16
TFC Financial Management, Inc.
3,425$185.5K0.0%ETFVery LowBoston, MA2026-10-26
Signaturefd, LLC
2,706$146.6K0.0%IndexLowAtlanta, GA2026-10-23
American Capital Advisory, LLC
2,695$146.0K0.0%ETFLowKetchum, ID2026-10-28
Ascentis Independent Advisors
2,458$133.3K0.0%ETFLowDallas, TX2026-11-03
Finley Financial, LLC
2,420$131.2K0.1%ETFVery LowLas Vegas, NV2026-10-28
GGM Financial LLC
2,238$121.2K0.0%ETFMediumColumbus, OH2026-11-05
Tsfg, LLC
2,200$1190.0%ETFLowLake Forest, IL2026-10-23
Trust Co of Vermont
2,085$112.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Pension & Wealth Management Advisors, Inc.
1,998$108.2K0.0%ETFLowWaltham, MA2026-10-16
Rosenberg Matthew Hamilton
1,946$105.4K0.0%ETFVery LowGrand Junction, CO2026-10-05
WPG Advisers, LLC
1,907$103.3K0.1%CoreLowBaltimore, MD2026-10-27
AlphaCore Capital LLC
1,838$99.5K0.0%ETFLowLa Jolla, CA2026-11-04
Covestor Ltd
1,779$960.0%ValueHighLondon, United Kingdom2026-10-30
Clean Yield Group
1,708$92.5K0.0%CoreLowNorwich, VT2026-10-28
Frankly Finances, LLC
1,593$86.3K0.1%ETFVery LowWinter Park, FL2026-10-28
JFS Wealth Advisors, LLC
1,511$81.8K0.0%ETFVery LowHermitage, PA2026-11-03
4Thought Financial Group Inc.
1,496$81.0K0.0%ETFLowSyosset, NY2026-11-02
North Star Investment Management Corp.
1,446$78.3K0.0%CoreLowChicago, IL2026-10-27
Clearstead Advisors, LLC
1,226$66.4K0.0%ETFLowCleveland, OH2026-11-06
American National Bank & Trust
1,100$59.6K0.0%CoreVery LowWichita Falls, TX2026-10-07
Hurley Capital, LLC
1,099$59.5K0.0%GARPMediumNew York, NY2026-11-05
Spire Wealth Management
1,087$58.9K0.0%GrowthMediumMclean, VA2026-10-30
Balance Wealth Partners LLC
1,010$54.7K0.0%ETFMediumWorthington, OH2026-10-27
Triumph Capital Management
967$52.4K0.0%ETFMediumDenver, CO2026-10-14
Princeton Global Asset Management LLC
934$50.6K0.0%GrowthLowPrinceton, NJ2026-10-21
Provenance Wealth Advisors, LLC
910$49.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Cassaday & Co Wealth Management LLC
842$45.6K0.0%ETFVery LowMclean, VA2026-10-27
MJT & Associates Financial Advisory Group, Inc.
734$39.8K0.0%ETFLowMontevideo, MN2026-10-07
Golden State Wealth Management, LLC
711$38.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Lanark Financial, Inc.
684$37.0K0.0%CoreMediumBirmingham, AL2026-10-26
Winthrop Capital Management, LLC
615$33.3K0.0%ETFLowCarmel, IN2026-11-05
Tompkins Financial Corp
590$32.0K0.0%CoreLowIthaca, NY2026-10-05
IFP Advisors, Inc
590$32.0K0.0%GrowthLowTampa, FL2026-10-16
DeDora Capital, Inc.
533$28.9K0.0%ETFVery LowNapa, CA2026-10-26
Buck Wealth Strategies, LLC
483$26.1K0.0%ValueMediumDenver, CO2026-10-28
First Bancorp, Inc
462$25.0K0.0%ValueVery LowDamariscotta, ME2026-10-26
TD Waterhouse Canada Inc.
456$24.7K0.0%CoreLowToronto, Australia2026-10-16
Root Financial Partners, LLC
454$24.6K0.0%ETFMediumEncinitas, CA2026-10-21
Evolution Wealth Management Inc.
446$24.2K0.0%ETFMediumFort Myers, FL2026-10-28
Birch Financial Group, LLC
408$22.1K0.0%CoreLowKeene, NH2026-10-27
Manchester Capital Management LLC
375$20.3K0.0%CoreLowManchester, VT2026-10-22
Blueline Advisors LLC
320$17.3K0.0%ETFLowExeter, NH2026-10-15
NBT Bank, N.A.
267$14.5K0.0%CoreLowNorwich, NY2026-10-21
Nfsg Corp
258$14.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Ares Financial Consulting, LLC
241$13.1K0.0%CoreLowCalabasas, CA2026-10-19
Tradewinds Capital Management, LLC
223$12.1K0.0%ETFVery HighBellingham, WA2026-10-23
Center for Financial Planning, Inc.
199$10.8K0.0%ETFLowSouthfied, MI2026-10-26
Harbor Investment Advisory, LLC
198$10.7K0.0%GrowthLowLutherville, MD2026-10-13
Centerpoint Advisors, LLC
191$100.0%ETFVery LowNeedham, MA2026-11-05
Cdkv Holdings LLC
172$9.3K0.0%ETFMediumDenver, CO2026-10-28
West Branch Capital LLC
171$9.3K0.0%GrowthVery LowAmherst, MA2026-10-20
SBI Securities Co., Ltd.
168$9.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Harbor Asset Planning, Inc.
167$9.1K0.0%ETFVery LowBelmont, MA2026-10-23
Cape Investment Advisory, Inc.
158$8.6K0.0%ETFLowMcdonough, GA2026-10-13
Hanson & Doremus Investment Management
138$70.0%CoreVery LowBurlington, VT2026-10-16
Gamma Investing LLC
118$6.4K0.0%IndexVery LowFoster City, CA2026-10-08
Abound Wealth Management
100$5.4K0.0%ETFVery LowFranklin, TN2026-10-26
Maseco LLP
92$5.0K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Noble Wealth Management PBC
87$4.7K0.0%YieldMediumGreenwood Village, CO2026-10-01
Phillip James Consulting Co.
78$4.2K0.0%ETFVery HighPlymouth, MN2026-11-03
Creative Financial Designs Inc
76$4.1K0.0%ETFMediumKokomo, IN2026-11-04
Laurel Wealth Advisors LLC
75$4.1K0.0%CoreVery LowCharlotte, NC2026-10-27
Decker Retirement Planning Inc.
70$3.8K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Quest 10 Wealth Builders, Inc.
64$3.5K0.0%ETFLowFuquay-Varina, VA2026-11-02
Capital Investment Advisory Services, LLC
62$3.4K0.0%CoreMediumRaleigh, NC2026-10-30
Signature Resources Capital Management, LLC
61$3.3K0.0%ETFLowNewport Beach, CA2026-10-16
Concord Wealth Partners
49$2.7K0.0%GrowthLowAbingdon, VA2026-11-02
Latitude Advisors, LLC
46$2.5K0.0%ETFLowYorkville, IL2026-10-27
Portfolio Resources Advisor Group, Inc.
45$2.4K0.0%ETFMediumCoral Gables, FL2026-10-20
Barrett & Company, Inc.
43$2.3K0.0%ETFLowProvidence, RI2026-10-22
Evermay Wealth Management LLC
40$2.2K0.0%ETFLowArlington, VA2026-11-05
Bare Financial Services, Inc
37$2.0K0.0%ETFVery LowGap, PA2026-11-04
Key Capital Management, Inc
26$1.4K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Mainstream Capital Management LLC
20$1.1K0.0%GrowthLowLos Angeles, CA2026-10-23
Hilton Head Capital Partners, LLC
18$9750.0%CoreMediumHilton Head Island, SC2026-10-23
Key FInancial Inc
17$9210.0%ETFLowWest Chester, PA2026-11-02
Davis Capital Management
12$6500.0%CoreLowJacksonville, FL2026-10-08
Retirement Wealth Solutions LLC
7$3900.0%ETFLowMarshfield, WI2026-10-07
Silver Grove Financial Group, Inc.
4$1900.0%CoreMediumOrchard Park, NY2026-11-05