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Ishares ESG Select Screened (XVV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
University of Cambridge Investment Management Ltd
UNCHANGED
Shares1,649,540 from 1,649,540
Change0 (0%)
Value$96.4M (+$2.5M)
Filed 2026-10-19
LPL Financial LLC
INCREASED
Shares317,607 from 306,206
Change+11,401 (+4%)
Value$18.5M (+$1.1M)
Filed 2026-11-06
Keybank National Association
INCREASED
Shares182,666 from 175,276
Change+7,390 (+4%)
Value$10.6M (+$695.5K)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares78,735 from 74,207
Change+4,528 (+6%)
Value$4.6M (+$376.0K)
Filed 2026-11-05
Wharton Business Group, LLC
DECREASED
Shares75,240 from 75,920
Change-680 (-1%)
Value$4.4M (+$75.0K)
Filed 2026-11-09
Alpine Bank Wealth Management
DECREASED
Shares71,764 from 72,621
Change-857 (-1%)
Value$4.2M (+$59.7K)
Filed 2026-10-16
Atlantic Private Wealth, LLC
DECREASED
Shares67,499 from 67,627
Change-128 (0%)
Value$3.9M (+$94.7K)
Filed 2026-11-09
Jnba Financial Advisors
DECREASED
Shares67,370 from 75,662
Change-8,292 (-11%)
Value$3.9M (-$369.2K)
Filed 2026-11-03
Biltmore Family Office, LLC
UNCHANGED
Shares56,201 from 56,201
Change0 (0%)
Value$3.3M (+$84.9K)
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares54,785 from 78,662
Change-23,877 (-30%)
Value$3.2M (-$1.3M)
Filed 2026-11-05
Gould Asset Management LLC
INCREASED
Shares45,873 from 44,968
Change+905 (+2%)
Value$2.7M (+$120.7K)
Filed 2026-11-06
HighTower Advisors, LLC
DECREASED
Shares41,979 from 46,494
Change-4,515 (-10%)
Value$2.4M (-$193.0K)
Filed 2026-11-10
Lido Advisors, LLC
INCREASED
Shares40,923 from 37,530
Change+3,393 (+9%)
Value$2.4M (+$254.5K)
Filed 2026-11-04
Financial Council, LLC
INCREASED
Shares28,134 from 28,114
Change+20 (+0%)
Value$1.6M (+$43.6K)
Filed 2026-11-02
WestHill Financial Advisors, Inc.
NEW
Shares27,623
Change+27,623
Value$1.6M
Filed 2026-10-14
Tarbox Family Office, Inc.
INCREASED
Shares27,449 from 27,445
Change+4 (+0%)
Value$1.6M (+$41.7K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares20,096 from 27,822
Change-7,726 (-28%)
Value$1.2M (-$408.5K)
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares19,971 from 20,207
Change-236 (-1%)
Value$1.2M (+$16.8K)
Filed 2026-10-23
Sage Mountain Advisors LLC
INCREASED
Shares17,896 from 17,386
Change+510 (+3%)
Value$1.0M (+$56.0K)
Filed 2026-11-02
Sound Stewardship, LLC
INCREASED
Shares17,836 from 16,074
Change+1,762 (+11%)
Value$1.0M (+$127.0K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares17,469 from 16,241
Change+1,228 (+8%)
Value$1.0M (+$96.1K)
Filed 2026-11-02
Human Investing LLC
DECREASED
Shares17,121 from 17,533
Change-412 (-2%)
Value$998.1K (+$2.4K)
Filed 2026-10-19
Magnus Financial Group LLC
INCREASED
Shares16,092 from 16,054
Change+38 (+0%)
Value$938.2K (+$26.5K)
Filed 2026-10-21
Heritage Family Offices, LLP
UNCHANGED
Shares15,668 from 15,668
Change0 (0%)
Value$913.4K (+$23.7K)
Filed 2026-11-02
Ferguson Shapiro LLC
INCREASED
Shares14,972 from 14,936
Change+36 (+0%)
Value$872.9K (+$24.6K)
Filed 2026-10-16
Highland Financial Advisors, LLC
DECREASED
Shares14,219 from 14,285
Change-66 (0%)
Value$829.0K (+$17.7K)
Filed 2026-10-19
Savant Capital, LLC
UNCHANGED
Shares12,574 from 12,574
Change0 (0%)
Value$733.1K (+$19.0K)
Filed 2026-11-06
Sprinkle Financial Consultants LLC
INCREASED
Shares11,960 from 11,931
Change+29 (+0%)
Value$697.2K (+$19.7K)
Filed 2026-10-09
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares11,845 from 11,845
Change0 (0%)
Value$690.6K (+$17.9K)
Filed 2026-10-06
Emergent Wealth Advisors, LLC
UNCHANGED
Shares11,627 from 11,627
Change0 (0%)
Value$677.9K (+$17.6K)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares11,461 from 9,668
Change+1,793 (+19%)
Value$668.0K (+$119.0K)
Filed 2026-11-02
Asset Dedication, LLC
UNCHANGED
Shares11,454 from 11,454
Change0 (0%)
Value$667.8K (+$17.3K)
Filed 2026-11-03
Cambridge Financial Group, LLC
UNCHANGED
Shares11,454 from 11,454
Change0 (0%)
Value$650.5K ($0)
Filed 2026-10-06
RMR Wealth Builders
INCREASED
Shares11,289 from 11,050
Change+239 (+2%)
Value$658.2K (+$30.6K)
Filed 2026-10-22
Archer Investment Corp
UNCHANGED
Shares10,936 from 10,936
Change0 (0%)
Value$637.6K (+$16.5K)
Filed 2026-11-05
Freedom Financial Partners LLC
INCREASED
Shares10,616 from 10,298
Change+318 (+3%)
Value$618.9K (+$34.1K)
Filed 2026-10-19
Black Diamond Financial, LLC
INCREASED
Shares9,604 from 9,265
Change+339 (+4%)
Value$559.9K (+$33.8K)
Filed 2026-10-26
SFM, LLC d/b/a Sweeney Financial Advisors
NEW
Shares9,206
Change+9,206
Value$536.7K
Filed 2026-10-14
Measured Risk Portfolios, Inc.
UNCHANGED
Shares9,056 from 9,056
Change0 (0%)
Value$528.0K (+$13.7K)
Filed 2026-10-21
Navalign, LLC
UNCHANGED
Shares8,902 from 8,902
Change0 (0%)
Value$519.0K (+$13.4K)
Filed 2026-11-09
Cahaba Wealth Management, Inc.
INCREASED
Shares8,741 from 8,720
Change+21 (+0%)
Value$509.6K (+$14.4K)
Filed 2026-10-26
Confluence Wealth Services, Inc.
DECREASED
Shares8,623 from 8,880
Change-257 (-3%)
Value$502.7K (-$1.6K)
Filed 2026-11-05
KWB Wealth
DECREASED
Shares8,471 from 9,877
Change-1,406 (-14%)
Value$493.9K (-$67.0K)
Filed 2026-10-16
Crane Advisory, LLC
INCREASED
Shares7,733 from 5,763
Change+1,970 (+34%)
Value$457.5K (+$126.0K)
Filed 2026-10-13
Wingate Wealth Advisors, Inc.
INCREASED
Shares7,344 from 7,342
Change+2 (+0%)
Value$428.2K (+$11.2K)
Filed 2026-10-26
Voisard Asset Management Group, Inc.
UNCHANGED
Shares7,189 from 7,189
Change0 (0%)
Value$419.1K (+$10.9K)
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares6,954 from 7,272
Change-318 (-4%)
Value$405.4K (-$7.5K)
Filed 2026-10-23
Gainline Financial Partners, LLC
INCREASED
Shares6,920 from 6,904
Change+16 (+0%)
Value$403.5K (+$11.4K)
Filed 2026-10-15
Pettinga Financial Advisors LLC
UNCHANGED
Shares6,867 from 6,867
Change0 (0%)
Value$400.3K (+$10.4K)
Filed 2026-10-13
Curtis Advisory Group, LLC
UNCHANGED
Shares6,773 from 6,773
Change0 (0%)
Value$394.9K (+$10.2K)
Filed 2026-10-28
Vise Technologies, Inc.
DECREASED
Shares6,518 from 6,602
Change-84 (-1%)
Value$380.0K (+$5.1K)
Filed 2026-10-29
Montecito Bank & Trust
UNCHANGED
Shares6,364 from 6,364
Change0 (0%)
Value$371.0K (+$9.6K)
Filed 2026-10-01
Valeo Financial Advisors, LLC
INCREASED
Shares6,243 from 5,056
Change+1,187 (+23%)
Value$364.0K (+$76.8K)
Filed 2026-10-08
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED
Shares6,220 from 6,220
Change0 (0%)
Value$362.6K (+$9.4K)
Filed 2026-10-28
Wealth Group Ltd
UNCHANGED
Shares6,149 from 6,149
Change0 (0%)
Value$361.4K (+$12.2K)
Filed 2026-10-07
Sculati Wealth Management, LLC
INCREASED
Shares5,966 from 5,332
Change+634 (+12%)
Value$353.5K (+$50.6K)
Filed 2026-10-19
Armor Investment Advisors, LLC
DECREASED
Shares5,668 from 5,714
Change-46 (-1%)
Value$330.4K (+$5.9K)
Filed 2026-10-27
Cora Capital Advisors LLC
UNCHANGED
Shares5,225 from 5,225
Change0 (0%)
Value$304.6K (+$7.9K)
Filed 2026-11-02
Topel & Distasi Wealth Management, LLC
UNCHANGED
Shares5,153 from 5,153
Change0 (0%)
Value$300.4K (+$7.8K)
Filed 2026-11-05
Whitegate Investment Counselors, Inc.
DECREASED
Shares5,121 from 5,231
Change-110 (-2%)
Value$298.6K (+$1.5K)
Filed 2026-11-02
Gray Private Wealth, LLC
DECREASED
Shares5,119 from 6,283
Change-1,164 (-19%)
Value$298.4K (-$58.4K)
Filed 2026-10-28
Perigon Wealth Management, LLC
DECREASED
Shares4,426 from 4,757
Change-331 (-7%)
Value$258.0K (-$12.1K)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares4,059 from 4,116
Change-57 (-1%)
Value$236.6K (+$2.9K)
Filed 2026-11-05
Townsend Asset Management Corp
DECREASED
Shares3,990 from 4,005
Change-15 (0%)
Value$232.6K (+$5.1K)
Filed 2026-10-29
Horst & Graben Wealth Management LLC
UNCHANGED
Shares3,936 from 3,936
Change0 (0%)
Value$229.5K (+$5.7K)
Filed 2026-11-02
Prosperity Planning, Inc.
UNCHANGED
Shares3,886 from 3,886
Change0 (0%)
Value$226.6K (+$5.9K)
Filed 2026-10-09
Grove Bank & Trust
UNCHANGED
Shares3,863 from 3,863
Change0 (0%)
Value$225.2K (+$5.8K)
Filed 2026-10-08
Selective Wealth Management, Inc.
UNCHANGED
Shares3,845 from 3,845
Change0 (0%)
Value$226.4K (+$8.0K)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares3,621 from 3,621
Change0 (0%)
Value$211.1K (+$5.5K)
Filed 2026-11-02
Ellis Investment Partners, LLC
DECREASED
Shares3,608 from 3,943
Change-335 (-8%)
Value$210.4K (-$13.6K)
Filed 2026-10-21
Matauro, LLC
INCREASED
Shares3,602 from 3,593
Change+9 (+0%)
Value$210.0K (+$5.9K)
Filed 2026-11-03
Archer Investment Management, LLC
DECREASED
Shares3,521 from 4,208
Change-687 (-16%)
Value$205.3K (-$33.7K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
NEW
Shares3,461
Change+3,461
Value$201.8K
Filed 2026-10-21
Monument Capital Management
DECREASED
Shares3,456 from 3,946
Change-490 (-12%)
Value$201.5K (-$22.6K)
Filed 2026-10-09
Clearstead Advisors, LLC
UNCHANGED
Shares3,286 from 3,286
Change0 (0%)
Value$191.6K (+$5.0K)
Filed 2026-11-06
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares3,175 from 3,175
Change0 (0%)
Value$185.1K (+$4.8K)
Filed 2026-10-13
Arcadia Investment Advisors LLC
UNCHANGED
Shares2,776 from 2,776
Change0 (0%)
Value$161.8K (+$4.2K)
Filed 2026-10-13
Smithfield Trust Co
UNCHANGED
Shares2,678 from 2,678
Change0 (0%)
Value$158 (-$152.8K)
Filed 2026-11-09
Abound Wealth Management
INCREASED
Shares1,684 from 1,683
Change+1 (+0%)
Value$98.2K (+$2.6K)
Filed 2026-10-26
Redwood Park Advisors LLC
INCREASED
Shares1,662 from 1,658
Change+4 (+0%)
Value$96.9K (+$2.7K)
Filed 2026-11-02
Assetmark, Inc
UNCHANGED
Shares1,556 from 1,556
Change0 (0%)
Value$90.7K (+$2.4K)
Filed 2026-10-21
StrongBox Wealth, LLC
DECREASED
Shares1,290 from 1,395
Change-105 (-8%)
Value$75.2K (-$4.0K)
Filed 2026-11-02
Eastern Bank
DECREASED
Shares1,204 from 1,290
Change-86 (-7%)
Value$70.2K (-$3.1K)
Filed 2026-10-05
Tidemark, LLC
DECREASED
Shares1,008 from 1,156
Change-148 (-13%)
Value$58.8K (-$6.9K)
Filed 2026-11-09
Hanson & Doremus Investment Management
DECREASED
Shares874 from 912
Change-38 (-4%)
Value$51.0K (-$1.0K)
Filed 2026-10-16
Carolina Wealth Advisors, LLC
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$28.7K (+$745)
Filed 2026-10-23
IFP Advisors, Inc
NEW
Shares430
Change+430
Value$25.1K
Filed 2026-10-16
Rossby Financial, LCC
DECREASED
Shares419 from 488
Change-69 (-14%)
Value$24.4K (-$3.3K)
Filed 2026-11-05
Spire Wealth Management
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$21.3K (+$552)
Filed 2026-10-30
Farther Finance Advisors, LLC
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$18.2K (+$473)
Filed 2026-10-08
Lynch Investment Planning, LLC
NEW
Shares248
Change+248
Value$14.5K
Filed 2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED
Shares196 from 1,568
Change-1,372 (-87%)
Value$11.4K (-$77.6K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
DECREASED
Shares133 from 150
Change-17 (-11%)
Value$7.8K (-$765)
Filed 2026-11-04
Allworth Financial LP
NEW
Shares125
Change+125
Value$7.1K
Filed 2026-11-06
Cedar Mountain Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$117 (+$3)
Filed 2026-10-15
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 15,668
Change-15,668 (-100%)
Value$0 (-$889.8K)
Filed 2026-10-27
Tribridge Partners Financial LLC
CLOSED
Shares0 from 9,681
Change-9,681 (-100%)
Value$0 (-$545.8K)
Filed 2026-11-09
RMG Wealth Management LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$795)
Filed 2026-10-26
SUN Life Financial Inc
N/A
Shares— from 441,619
Change-441,619 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 255,669
Change-255,669 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 227,661
Change-227,661 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 75,998
Change-75,998 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 57,656
Change-57,656 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 56,515
Change-56,515 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 47,634
Change-47,634 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 44,053
Change-44,053 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 39,984
Change-39,984 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 32,248
Change-32,248 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 31,548
Change-31,548 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 30,222
Change-30,222 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 30,129
Change-30,129 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 30,106
Change-30,106 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 29,470
Change-29,470 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 29,218
Change-29,218 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 28,651
Change-28,651 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 26,929
Change-26,929 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 25,372
Change-25,372 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 23,442
Change-23,442 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,020
Change-23,020 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 21,718
Change-21,718 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 19,074
Change-19,074 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 18,461
Change-18,461 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 17,197
Change-17,197 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 17,064
Change-17,064 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 16,452
Change-16,452 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 14,561
Change-14,561 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 11,548
Change-11,548 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 10,905
Change-10,905 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 10,766
Change-10,766 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 10,173
Change-10,173 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 10,164
Change-10,164 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,914
Change-9,914 (-100%)
Value—
Betterment LLC
N/A
Shares— from 9,281
Change-9,281 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,631
Change-8,631 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 7,649
Change-7,649 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 7,188
Change-7,188 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,101
Change-7,101 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 6,885
Change-6,885 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 6,350
Change-6,350 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,125
Change-6,125 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,114
Change-6,114 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,263
Change-5,263 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 4,931
Change-4,931 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 4,517
Change-4,517 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,233
Change-4,233 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 4,101
Change-4,101 (-100%)
Value—
Blair William & Co
N/A
Shares— from 4,073
Change-4,073 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 3,848
Change-3,848 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 3,786
Change-3,786 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 3,542
Change-3,542 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,026
Change-3,026 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,743
Change-2,743 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,448
Change-2,448 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 650
Change-650 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 620
Change-620 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 455
Change-455 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 359
Change-359 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 64
Change-64 (-100%)
Value—
Status
University of Cambridge Investment Management Ltd
UNCHANGED1,649,5401,649,54000%$93.9M$96.4M+$2.5M2026-10-19
LPL Financial LLC
INCREASED317,607306,206+11,401+4%$17.4M$18.5M+$1.1M2026-11-06
Keybank National Association
INCREASED182,666175,276+7,390+4%$10.0M$10.6M+$695.5K2026-11-04
Bank of New York Mellon Corp
INCREASED78,73574,207+4,528+6%$4.2M$4.6M+$376.0K2026-11-05
Wharton Business Group, LLC
DECREASED75,24075,920-680-1%$4.3M$4.4M+$75.0K2026-11-09
Alpine Bank Wealth Management
DECREASED71,76472,621-857-1%$4.1M$4.2M+$59.7K2026-10-16
Atlantic Private Wealth, LLC
DECREASED67,49967,627-1280%$3.8M$3.9M+$94.7K2026-11-09
Jnba Financial Advisors
DECREASED67,37075,662-8,292-11%$4.3M$3.9M-$369.2K2026-11-03
Biltmore Family Office, LLC
UNCHANGED56,20156,20100%$3.2M$3.3M+$84.9K2026-11-03
Thrivent Financial for Lutherans
DECREASED54,78578,662-23,877-30%$4.5M$3.2M-$1.3M2026-11-05
Gould Asset Management LLC
INCREASED45,87344,968+905+2%$2.6M$2.7M+$120.7K2026-11-06
HighTower Advisors, LLC
DECREASED41,97946,494-4,515-10%$2.6M$2.4M-$193.0K2026-11-10
Lido Advisors, LLC
INCREASED40,92337,530+3,393+9%$2.1M$2.4M+$254.5K2026-11-04
Financial Council, LLC
INCREASED28,13428,114+20+0%$1.6M$1.6M+$43.6K2026-11-02
WestHill Financial Advisors, Inc.
NEW27,623—+27,623——$1.6M—2026-10-14
Tarbox Family Office, Inc.
INCREASED27,44927,445+4+0%$1.6M$1.6M+$41.7K2026-10-23
Commonwealth Equity Services, LLC
DECREASED20,09627,822-7,726-28%$1.6M$1.2M-$408.5K2026-11-02
Apollon Wealth Management, LLC
DECREASED19,97120,207-236-1%$1.1M$1.2M+$16.8K2026-10-23
Sage Mountain Advisors LLC
INCREASED17,89617,386+510+3%$987.4K$1.0M+$56.0K2026-11-02
Sound Stewardship, LLC
INCREASED17,83616,074+1,762+11%$912.9K$1.0M+$127.0K2026-10-14
Kestra Advisory Services, LLC
INCREASED17,46916,241+1,228+8%$922.3K$1.0M+$96.1K2026-11-02
Human Investing LLC
DECREASED17,12117,533-412-2%$995.7K$998.1K+$2.4K2026-10-19
Magnus Financial Group LLC
INCREASED16,09216,054+38+0%$911.7K$938.2K+$26.5K2026-10-21
Heritage Family Offices, LLP
UNCHANGED15,66815,66800%$889.8K$913.4K+$23.7K2026-11-02
Ferguson Shapiro LLC
INCREASED14,97214,936+36+0%$848.2K$872.9K+$24.6K2026-10-16
Highland Financial Advisors, LLC
DECREASED14,21914,285-660%$811.2K$829.0K+$17.7K2026-10-19
Savant Capital, LLC
UNCHANGED12,57412,57400%$714.1K$733.1K+$19.0K2026-11-06
Sprinkle Financial Consultants LLC
INCREASED11,96011,931+29+0%$677.6K$697.2K+$19.7K2026-10-09
Colton Groome Financial Advisors, LLC
UNCHANGED11,84511,84500%$672.7K$690.6K+$17.9K2026-10-06
Emergent Wealth Advisors, LLC
UNCHANGED11,62711,62700%$660.3K$677.9K+$17.6K2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED11,4619,668+1,793+19%$549.0K$668.0K+$119.0K2026-11-02
Asset Dedication, LLC
UNCHANGED11,45411,45400%$650.5K$667.8K+$17.3K2026-11-03
Cambridge Financial Group, LLC
UNCHANGED11,45411,45400%$650.5K$650.5K$02026-10-06
RMR Wealth Builders
INCREASED11,28911,050+239+2%$627.5K$658.2K+$30.6K2026-10-22
Archer Investment Corp
UNCHANGED10,93610,93600%$621.1K$637.6K+$16.5K2026-11-05
Freedom Financial Partners LLC
INCREASED10,61610,298+318+3%$584.8K$618.9K+$34.1K2026-10-19
Black Diamond Financial, LLC
INCREASED9,6049,265+339+4%$526.2K$559.9K+$33.8K2026-10-26
SFM, LLC d/b/a Sweeney Financial Advisors
NEW9,206—+9,206——$536.7K—2026-10-14
Measured Risk Portfolios, Inc.
UNCHANGED9,0569,05600%$514.3K$528.0K+$13.7K2026-10-21
Navalign, LLC
UNCHANGED8,9028,90200%$505.5K$519.0K+$13.4K2026-11-09
Cahaba Wealth Management, Inc.
INCREASED8,7418,720+21+0%$495.2K$509.6K+$14.4K2026-10-26
Confluence Wealth Services, Inc.
DECREASED8,6238,880-257-3%$504.3K$502.7K-$1.6K2026-11-05
KWB Wealth
DECREASED8,4719,877-1,406-14%$560.9K$493.9K-$67.0K2026-10-16
Crane Advisory, LLC
INCREASED7,7335,763+1,970+34%$331.5K$457.5K+$126.0K2026-10-13
Wingate Wealth Advisors, Inc.
INCREASED7,3447,342+2+0%$416.9K$428.2K+$11.2K2026-10-26
Voisard Asset Management Group, Inc.
UNCHANGED7,1897,18900%$408.3K$419.1K+$10.9K2026-10-13
Sigma Planning Corp
DECREASED6,9547,272-318-4%$413.0K$405.4K-$7.5K2026-10-23
Gainline Financial Partners, LLC
INCREASED6,9206,904+16+0%$392.1K$403.5K+$11.4K2026-10-15
Pettinga Financial Advisors LLC
UNCHANGED6,8676,86700%$390.0K$400.3K+$10.4K2026-10-13
Curtis Advisory Group, LLC
UNCHANGED6,7736,77300%$384.6K$394.9K+$10.2K2026-10-28
Vise Technologies, Inc.
DECREASED6,5186,602-84-1%$374.9K$380.0K+$5.1K2026-10-29
Montecito Bank & Trust
UNCHANGED6,3646,36400%$361.4K$371.0K+$9.6K2026-10-01
Valeo Financial Advisors, LLC
INCREASED6,2435,056+1,187+23%$287.2K$364.0K+$76.8K2026-10-08
Elwood & Goetz Wealth Advisory Group, LLC
UNCHANGED6,2206,22000%$353.2K$362.6K+$9.4K2026-10-28
Wealth Group Ltd
UNCHANGED6,1496,14900%$349.2K$361.4K+$12.2K2026-10-07
Sculati Wealth Management, LLC
INCREASED5,9665,332+634+12%$303.0K$353.5K+$50.6K2026-10-19
Armor Investment Advisors, LLC
DECREASED5,6685,714-46-1%$324.5K$330.4K+$5.9K2026-10-27
Cora Capital Advisors LLC
UNCHANGED5,2255,22500%$296.7K$304.6K+$7.9K2026-11-02
Topel & Distasi Wealth Management, LLC
UNCHANGED5,1535,15300%$292.6K$300.4K+$7.8K2026-11-05
Whitegate Investment Counselors, Inc.
DECREASED5,1215,231-110-2%$297.1K$298.6K+$1.5K2026-11-02
Gray Private Wealth, LLC
DECREASED5,1196,283-1,164-19%$356.8K$298.4K-$58.4K2026-10-28
Perigon Wealth Management, LLC
DECREASED4,4264,757-331-7%$270.2K$258.0K-$12.1K2026-10-22
US Bancorp \de\
DECREASED4,0594,116-57-1%$233.7K$236.6K+$2.9K2026-11-05
Townsend Asset Management Corp
DECREASED3,9904,005-150%$227.5K$232.6K+$5.1K2026-10-29
Horst & Graben Wealth Management LLC
UNCHANGED3,9363,93600%$223.8K$229.5K+$5.7K2026-11-02
Prosperity Planning, Inc.
UNCHANGED3,8863,88600%$220.7K$226.6K+$5.9K2026-10-09
Grove Bank & Trust
UNCHANGED3,8633,86300%$219.4K$225.2K+$5.8K2026-10-08
Selective Wealth Management, Inc.
UNCHANGED3,8453,84500%$218.5K$226.4K+$8.0K2026-10-16
Walkner Condon Financial Advisors LLC
UNCHANGED3,6213,62100%$205.6K$211.1K+$5.5K2026-11-02
Ellis Investment Partners, LLC
DECREASED3,6083,943-335-8%$223.9K$210.4K-$13.6K2026-10-21
Matauro, LLC
INCREASED3,6023,593+9+0%$204.1K$210.0K+$5.9K2026-11-03
Archer Investment Management, LLC
DECREASED3,5214,208-687-16%$239.0K$205.3K-$33.7K2026-10-13
OpenArc Corporate Advisory, LLC
NEW3,461—+3,461——$201.8K—2026-10-21
Monument Capital Management
DECREASED3,4563,946-490-12%$224.1K$201.5K-$22.6K2026-10-09
Clearstead Advisors, LLC
UNCHANGED3,2863,28600%$186.6K$191.6K+$5.0K2026-11-06
Mogy Joel R Investment Counsel Inc
UNCHANGED3,1753,17500%$180.3K$185.1K+$4.8K2026-10-13
Arcadia Investment Advisors LLC
UNCHANGED2,7762,77600%$157.7K$161.8K+$4.2K2026-10-13
Smithfield Trust Co
UNCHANGED2,6782,67800%$153.0K$158-$152.8K2026-11-09
Abound Wealth Management
INCREASED1,6841,683+1+0%$95.6K$98.2K+$2.6K2026-10-26
Redwood Park Advisors LLC
INCREASED1,6621,658+4+0%$94.2K$96.9K+$2.7K2026-11-02
Assetmark, Inc
UNCHANGED1,5561,55600%$88.4K$90.7K+$2.4K2026-10-21
StrongBox Wealth, LLC
DECREASED1,2901,395-105-8%$79.2K$75.2K-$4.0K2026-11-02
Eastern Bank
DECREASED1,2041,290-86-7%$73.3K$70.2K-$3.1K2026-10-05
Tidemark, LLC
DECREASED1,0081,156-148-13%$65.6K$58.8K-$6.9K2026-11-09
Hanson & Doremus Investment Management
DECREASED874912-38-4%$52.0K$51.0K-$1.0K2026-10-16
Carolina Wealth Advisors, LLC
UNCHANGED49349300%$28.0K$28.7K+$7452026-10-23
IFP Advisors, Inc
NEW430—+430——$25.1K—2026-10-16
Rossby Financial, LCC
DECREASED419488-69-14%$27.7K$24.4K-$3.3K2026-11-05
Spire Wealth Management
UNCHANGED36536500%$20.7K$21.3K+$5522026-10-30
Farther Finance Advisors, LLC
UNCHANGED31331300%$17.8K$18.2K+$4732026-10-08
Lynch Investment Planning, LLC
NEW248—+248——$14.5K—2026-10-27
Ashton Thomas Private Wealth, LLC
DECREASED1961,568-1,372-87%$89.0K$11.4K-$77.6K2026-11-03
EverSource Wealth Advisors, LLC
DECREASED133150-17-11%$8.5K$7.8K-$7652026-11-04
Allworth Financial LP
NEW125—+125——$7.1K—2026-11-06
Cedar Mountain Advisors, LLC
UNCHANGED2200%$114$117+$32026-10-15
Pacific Excel Wealth Advisors, Inc.
CLOSED015,668-15,668-100%$889.8K$0-$889.8K2026-10-27
Tribridge Partners Financial LLC
CLOSED09,681-9,681-100%$545.8K$0-$545.8K2026-11-09
RMG Wealth Management LLC
CLOSED05-5-100%$795$0-$7952026-10-26
SUN Life Financial Inc
N/A—441,619-441,619-100%$25.1M———
Becker Capital Management Inc
N/A—255,669-255,669-100%$14.5M———
Brown Advisory Inc
N/A—227,661-227,661-100%$12.9M———
Franklin Resources Inc
N/A—75,998-75,998-100%$4.3M———
BSW Wealth Partners
N/A—57,656-57,656-100%$3.3M———
Raymond James Financial Inc
N/A—56,515-56,515-100%$3.2M———
NorthRock Partners, LLC
N/A—47,634-47,634-100%$2.7M———
Bartlett & Co. Wealth Management LLC
N/A—44,053-44,053-100%$2.5M———
EP Wealth Advisors, LLC
N/A—39,984-39,984-100%$2.3M———
Royal Bank of Canada
N/A—32,248-32,248-100%$1.8M———
MAI Capital Management
N/A—31,548-31,548-100%$1.8M———
Bank of America Corp
N/A—30,222-30,222-100%$1.7M———
Wick Capital Partners, LLC
N/A—30,129-30,129-100%$1.7M———
Retirement Capital Strategies
N/A—30,106-30,106-100%$1.7M———
Envestnet Asset Management Inc
N/A—29,470-29,470-100%$1.7M———
JPMorgan Chase & Co
N/A—29,218-29,218-100%$1.7M———
Napier Financial, LLC
N/A—28,651-28,651-100%$1.6M———
NerdWallet Wealth Partners, LLC
N/A—26,929-26,929-100%$1.5M———
MML Investors Services, LLC
N/A—25,372-25,372-100%$1.4M———
Focus Partners Wealth
N/A—23,442-23,442-100%$1.3M———
Susquehanna International Group, LLP
N/A—23,020-23,020-100%$1.3M———
Cornerstone Financial Management LLC
N/A—21,718-21,718-100%$1.2M———
Cresset Asset Management, LLC
N/A—19,074-19,074-100%$1.1M———
Mariner, LLC
N/A—18,461-18,461-100%$1.0M———
Cetera Investment Advisers
N/A—17,197-17,197-100%$976.6K———
Prosperity Consulting Group, LLC
N/A—17,064-17,064-100%$969.1K———
M&T Bank Corp
N/A—16,452-16,452-100%$934.3K———
Mercer Global Advisors Inc
N/A—14,561-14,561-100%$826.9K———
Osaic Holdings, Inc.
N/A—11,548-11,548-100%$655.8K———
Bradley Foster & Sargent Inc
N/A—10,905-10,905-100%$619.3K———
Integrated Wealth Concepts LLC
N/A—10,766-10,766-100%$611.4K———
Pathstone Holdings, LLC
N/A—10,173-10,173-100%$577.7K———
Veridan Wealth LLC
N/A—10,164-10,164-100%$577.2K———
Private Advisor Group, LLC
N/A—9,914-9,914-100%$563.0K———
Betterment LLC
N/A—9,281-9,281-100%$527.0K———
NewEdge Advisors, LLC
N/A—8,631-8,631-100%$490.2K———
ST Germain D J Co Inc
N/A—7,649-7,649-100%$434.4K———
Ellenbecker Investment Group
N/A—7,188-7,188-100%$408.2K———
Rockefeller Capital Management L.P.
N/A—7,101-7,101-100%$403.3K———
Peak Retirement Planning, Inc.
N/A—6,885-6,885-100%$391.0K———
Dakota Wealth Management
N/A—6,350-6,350-100%$360.6K———
Morgan Stanley
N/A—6,125-6,125-100%$347.8K———
Cary Street Partners Financial LLC
N/A—6,114-6,114-100%$347.2K———
Jane Street Group, LLC
N/A—5,263-5,263-100%$298.9K———
Timmons Wealth Management, LLC
N/A—4,931-4,931-100%$280.0K———
Seeds Investor LLC
N/A—4,517-4,517-100%$256.5K———
Global Retirement Partners, LLC
N/A—4,233-4,233-100%$240.4K———
Urban Financial Advisory Corp
N/A—4,101-4,101-100%$232.9K———
Blair William & Co
N/A—4,073-4,073-100%$231.3K———
Destination Wealth Management
N/A—3,848-3,848-100%$218.5K———
Zhang Financial LLC
N/A—3,786-3,786-100%$215.0K———
Choate Investment Advisors
N/A—3,542-3,542-100%$201.2K———
Smartleaf Asset Management LLC
N/A—3,266-3,266-100%$184.6K———
FMR LLC
N/A—3,026-3,026-100%$171.9K———
Wells Fargo & Company
N/A—2,743-2,743-100%$155.8K———
Millstone Evans Group, LLC
N/A—2,448-2,448-100%$139.0K———
O'shaughnessy Asset Management, LLC
N/A—2,339-2,339-100%$132.8K———
VSM Wealth Advisory, LLC
N/A—1,918-1,918-100%$108.9K———
Steward Partners Investment Advisory, LLC
N/A—1,599-1,599-100%$90.8K———
Federation des caisses Desjardins du Quebec
N/A—650-650-100%$36.8K———
Oakmont Advisory Group, LLC
N/A—620-620-100%$35.2K———
National Bank of Canada
N/A—455-455-100%$25.8K———
Arax Advisory Partners
N/A—359-359-100%$20.4K———
1 North Wealth Services LLC
N/A—310-310-100%$17.6K———
Fort Vancouver Investment Management, LLC
N/A—241-241-100%$13.7K———
Aptus Capital Advisors, LLC
N/A—150-150-100%$8.5K———
Fiduciary Financial Advisors
N/A—64-64-100%$3.6K———
Showing 165 of 165 institutions