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Ishares ESG Advanc Msci Eafe (DMXF)

CUSIP: 46436E759 | NYSE | 459 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ANorthwest & Ethical Investments L.P.00.0%Fell below 5%Jul 20, 20263,409,570 sh (Jun 30, 2026)
13G/ABlackRock Portfolio Management LLC774,6405.4%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ANorthwest & Ethical Investments L.P.0
0.0% of class · Jul 20, 2026Fell below 5%
3,409,570 sh (Jun 30, 2026)
13G/ABlackRock Portfolio Management LLC774,640
5.4% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

SBE LLC DBA Cedar Cove Wealth Partners248,418
9.9% of portfolio›$21.0M
Ethic Inc.162,595
0.2% of portfolio›$13.8M
Park Avenue Securities LLC152,470
0.0% of portfolio›$12.9K
Values Added Financial LLC122,374
3.7% of portfolio›$10.4M
Bailard, Inc.108,167
0.2% of portfolio›$9.2M
Accredited Investors Inc.100,724
0.4% of portfolio›$8.5M
Thrivent Financial for Lutherans85,886
0.0% of portfolio›$7.2M
Regatta Capital Group, LLC75,232
0.8% of portfolio›$6.4M
SeedSafe Financial LLC73,188
4.6% of portfolio›$6.2M
Apella Capital, LLC72,289
0.1% of portfolio›$6.1M
Invera Wealth Advisors, LLC71,197
3.1% of portfolio›$6.0M
Sofi Wealth, LLC53,331
0.2% of portfolio›$4.5M
Walkner Condon Financial Advisors LLC53,239
0.5% of portfolio›$4.5M
Equita Financial Network, Inc.44,706
1.1% of portfolio›$3.8M
TD Waterhouse Canada Inc.43,715
0.0% of portfolio›$3.7M
Assetmark, Inc39,394
0.0% of portfolio›$3.3M
Albion Financial Group39,175
0.2% of portfolio›$3.3M
Robertson Stephens Wealth Management, LLC35,520
0.1% of portfolio›$3.0M
Atwater Malick LLC34,843
0.6% of portfolio›$2.9M
Archer Investment Management, LLC28,915
0.8% of portfolio›$2.4M
Cambridge Investment Research Advisors, Inc.28,768
0.0% of portfolio›$2.4K
Arjuna Capital24,261
0.5% of portfolio›$2.1M
Merit Financial Group, LLC23,658
0.0% of portfolio›$2.0M
Commonwealth Equity Services, LLC23,620
0.0% of portfolio›$2.0M
Vise Technologies, Inc.22,714
0.0% of portfolio›$1.9M
Warner Financial, Inc21,603
0.5% of portfolio›$1.8M
XY Planning Network, Inc.20,946
0.2% of portfolio›$1.8M
Bank of New York Mellon Corp20,811
0.0% of portfolio›$1.8M
Shotwell Rutter Baer Inc19,888
0.9% of portfolio›$1.7M
Perigon Wealth Management, LLC19,267
0.0% of portfolio›$1.6M
Horst & Graben Wealth Management LLC18,829
0.2% of portfolio›$1.6M
First Pacific Financial18,710
0.2% of portfolio›$1.6M
Revolve Wealth Partners, LLC18,598
0.2% of portfolio›$1.6M
Plancorp, LLC17,909
0.0% of portfolio›$1.5M
Farther Finance Advisors, LLC17,439
0.0% of portfolio›$1.5M
Lido Advisors, LLC17,051
0.0% of portfolio›$1.4M
Creative Planning16,433
0.0% of portfolio›$1.4M
Sharkey, Howes & Javer14,025
0.1% of portfolio›$1.2M
MGO One Seven LLC13,364
0.0% of portfolio›$1.1M
SigFig Wealth Management, LLC12,077
0.0% of portfolio›$1.0M
Skyline Advisors, Inc.12,016
0.3% of portfolio›$1.0M
Summit Wealth Group LLC / Co11,942
0.1% of portfolio›$1.0M
Kestra Advisory Services, LLC11,092
0.0% of portfolio›$938.9K
Magnus Financial Group LLC10,652
0.1% of portfolio›$901.7K
Carnegie Investment Counsel9,721
0.0% of portfolio›$822.9K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management9,155
0.0% of portfolio›$775.0K
Clearstead Advisors, LLC8,491
0.0% of portfolio›$718.8K
Savant Capital, LLC8,317
0.0% of portfolio›$704.1K
Wealth Enhancement Advisory Services, LLC8,164
0.0% of portfolio›$683.4K
Sagespring Wealth Partners, LLC8,073
0.0% of portfolio›$683.4K
OpenArc Corporate Advisory, LLC8,013
0.0% of portfolio›$678.3K
Connecticut Wealth Management, LLC7,909
0.0% of portfolio›$669.5K
Klaas Financial Asset Advisors, LLC7,758
0.1% of portfolio›$656.7K
Leonard Rickey Investment Advisors P.L.L.C.7,180
0.1% of portfolio›$607.8K
RFG Advisory, LLC7,050
0.0% of portfolio›$596.8K
Stewardship Advisors, LLC7,027
0.1% of portfolio›$594.8K
Golden State Wealth Management, LLC6,980
0.1% of portfolio›$590.9K
Kestra Private Wealth Services, LLC6,899
0.0% of portfolio›$584.0K
Pathway Financial Advisors LLC6,587
0.1% of portfolio›$557.6K
Ascent Group, LLC6,238
0.0% of portfolio›$528.0K
Diversify Advisory Services, LLC6,188
0.0% of portfolio›$518.6K
Diversify Wealth Management, LLC6,188
0.0% of portfolio›$518.6K
Central Pacific Bank - Trust Division6,032
0.1% of portfolio›$510.6K
Zenith Solutions, Inc.5,908
0.4% of portfolio›$500.1K
Atria Investments, Inc5,419
0.0% of portfolio›$458.7K
EverSource Wealth Advisors, LLC5,359
0.0% of portfolio›$453.6K
Hoxton Planning & Management, LLC5,293
0.1% of portfolio›$448.1K
Kingswood Wealth Advisors, LLC4,659
0.0% of portfolio›$394.4K
One Wealth Capital Management, LLC4,566
0.1% of portfolio›$386.5K
Citizens Financial Group Inc4,449
0.0% of portfolio›$376.6K
National Wealth Management Group, LLC4,267
0.1% of portfolio›$361.2K
CoreCap Advisors, LLC4,227
0.0% of portfolio›$357.9K
Navigation Group, LLC4,226
0.1% of portfolio›$357.8K
RCS Financial Planning, LLC4,113
0.2% of portfolio›$348.1K
MLG Wealth Management DBA Pine Grove Financial Group4,046
0.0% of portfolio›$342.5K
Human Investing LLC3,920
0.0% of portfolio›$331.9K
Flagship Harbor Advisors, LLC3,909
0.0% of portfolio›$330.9K
Concurrent Investment Advisors, LLC3,626
0.0% of portfolio›$306.9K
Portfolio Design Labs, LLC3,544
0.0% of portfolio›$300.0K
Lifelong Wealth Advisors, Inc.3,525
0.1% of portfolio›$298.4K
Ashton Thomas Private Wealth, LLC3,516
0.0% of portfolio›$297.7K
KWB Wealth3,497
0.0% of portfolio›$296.0K
AGF Management LTD3,400
0.0% of portfolio›$287.8K
Brookstone Capital Management3,376
0.0% of portfolio›$285.8K
Old Second National Bank of Aurora3,280
0.1% of portfolio›$277.7K
Traveka Wealth, LLC3,156
0.1% of portfolio›$267.2K
Oregon Pacific Wealth Management, LLC3,052
0.2% of portfolio›$258.4K
West Wealth Group, LLC3,026
0.0% of portfolio›$256.2K
Cypress Wealth Services, LLC3,014
0.0% of portfolio›$257.5K
Maia Wealth LLC2,983
0.0% of portfolio›$252.5K
Trilogy Capital Inc.2,936
0.0% of portfolio›$248.5K
WBH Advisory Inc2,915
0.0% of portfolio›$246.8K
RKL Wealth Management LLC2,867
0.0% of portfolio›$242.7K
Cornerstone Planning Group LLC2,843
0.0% of portfolio›$239.8K
Aufman Associates Inc2,828
0.1% of portfolio›$239.4K
Focus Financial Network, Inc.2,814
0.0% of portfolio›$238.2K
Parallel Advisors, LLC2,744
0.0% of portfolio›$232.3K
Absolute Capital Management, LLC2,720
0.1% of portfolio›$230.3K
GGM Financial LLC2,719
0.1% of portfolio›$230.1K
Aire Advisors, LLC2,697
0.0% of portfolio›$228.3K
Endeavor Private Wealth, Inc.2,687
0.1% of portfolio›$227.4K
Capital Asset Advisory Services LLC2,618
0.0% of portfolio›$217.6K
Strategic Blueprint, LLC2,602
0.0% of portfolio›$220.2K
Sterling Investment Counsel, LLC2,546
0.0% of portfolio›$215.5K
Biltmore Family Office, LLC2,500
0.0% of portfolio›$211.6K
Colton Groome Financial Advisors, LLC2,485
0.0% of portfolio›$210.4K
Burns J W & Co Inc2,450
0.0% of portfolio›$207.4K
Pekin Hardy Strauss, Inc.2,438
0.0% of portfolio›$206.4K
Marks Group Wealth Management, Inc2,397
0.0% of portfolio›$202.9K
MBE Wealth Management, LLC2,391
0.1% of portfolio›$202.4K
Gen-Wealth Partners Inc2,342
0.1% of portfolio›$198.3K
Milestone Investment Advisors LLC2,330
0.0% of portfolio›$197.2K
Rossmore Private Capital2,218
0.0% of portfolio›$187.8K
US Bancorp \de\2,002
0.0% of portfolio›$169.5K
Physician Wealth Advisors, Inc.1,925
0.0% of portfolio›$162.9K
Balance Wealth Partners LLC1,781
0.0% of portfolio›$150.7K
Rossby Financial, LCC1,626
0.0% of portfolio›$137.6K
Aspect Partners, LLC1,544
0.0% of portfolio›$130.7K
Ascentis Independent Advisors1,536
0.0% of portfolio›$130.1K
Acropolis Investment Management, LLC1,355
0.0% of portfolio›$114.7K
Mogy Joel R Investment Counsel Inc1,265
0.0% of portfolio›$107.1K
JFS Wealth Advisors, LLC1,149
0.0% of portfolio›$97.3K
Fifth Third Bancorp1,051
0.0% of portfolio›$89.0K
Armor Investment Advisors, LLC991
0.0% of portfolio›$83.9K
Cdkv Holdings LLC900
0.1% of portfolio›$76.2K
Hanson & Doremus Investment Management782
0.0% of portfolio›$66
Evolution Wealth Management Inc.424
0.0% of portfolio›$35.9K
Birchbrook, Inc.416
0.0% of portfolio›$35.2K
PNC Financial Services Group, Inc.416
0.0% of portfolio›$35.2K
Birch Financial Group, LLC313
0.0% of portfolio›$26.5K
Halbert Hargrove Global Advisors, LLC175
0.0% of portfolio›$14.8K
First Bancorp, Inc168
0.0% of portfolio›$14.2K
Noble Wealth Management PBC166
0.0% of portfolio›$14.1K
Buck Wealth Strategies, LLC146
0.0% of portfolio›$12.4K
West Branch Capital LLC136
0.0% of portfolio›$11.5K
Mather Group, Llc.132
0.0% of portfolio›$11.2K
Decker Retirement Planning Inc.120
0.0% of portfolio›$10.2K
Bfsg, LLC88
0.0% of portfolio›$7.5K
IFP Advisors, Inc65
0.0% of portfolio›$5.5K
Morton Brown Family Wealth, LLC60
0.0% of portfolio›$5.1K
Wolff Wiese Magana LLC58
0.0% of portfolio›$4.9K
Creative Financial Designs Inc45
0.0% of portfolio›$3.8K
Portfolio Resources Advisor Group, Inc.33
0.0% of portfolio›$2.8K
Latitude Advisors, LLC32
0.0% of portfolio›$2.7K
Key Capital Management, Inc20
0.0% of portfolio›$1.7K
StyleTurnoverLocationFiled
SBE LLC DBA Cedar Cove Wealth Partners
248,418$21.0M9.9%ETFMediumBloomington, MN2026-10-15
Ethic Inc.
162,595$13.8M0.2%CoreLowNew York, NY2026-11-03
Park Avenue Securities LLC
152,470$12.9K0.0%ETFMediumNew York, NY2026-10-26
Values Added Financial LLC
122,374$10.4M3.7%ETFLowWashington, DC2026-10-28
Bailard, Inc.
108,167$9.2M0.2%GrowthMediumFoster City, CA2026-10-13
Accredited Investors Inc.
100,724$8.5M0.4%ETFLowEdina, MN2026-11-03
Thrivent Financial for Lutherans
85,886$7.2M0.0%GARPMediumMinneapolis, MN2026-11-05
Regatta Capital Group, LLC
75,232$6.4M0.8%ETFLowEl Segundo, CA2026-10-23
SeedSafe Financial LLC
73,188$6.2M4.6%ETFVery LowAustin, TX2026-11-02
Apella Capital, LLC
72,289$6.1M0.1%ETFVery LowWest Hartford, CT2026-10-08
Invera Wealth Advisors, LLC
71,197$6.0M3.1%GrowthMediumBend, OR2026-10-28
Sofi Wealth, LLC
53,331$4.5M0.2%ETFVery LowSan Francisco, CA2026-10-27
Walkner Condon Financial Advisors LLC
53,239$4.5M0.5%ETFLowVerona, WI2026-11-02
Equita Financial Network, Inc.
44,706$3.8M1.1%ETFLowFort Washington, PA2026-10-19
TD Waterhouse Canada Inc.
43,715$3.7M0.0%CoreLowToronto, Australia2026-10-16
Assetmark, Inc
39,394$3.3M0.0%ETFLowConcord, CA2026-10-21
Albion Financial Group
39,175$3.3M0.2%GrowthLowSalt Lake City, UT2026-10-21
Robertson Stephens Wealth Management, LLC
35,520$3.0M0.1%ETFMediumSan Francisco, CA2026-10-16
Atwater Malick LLC
34,843$2.9M0.6%CoreLowLancaster, PA2026-10-15
Archer Investment Management, LLC
28,915$2.4M0.8%ETFHighAustin, TX2026-10-13
Cambridge Investment Research Advisors, Inc.
28,768$2.4K0.0%ETFLowFairfield, IA2026-11-02
Arjuna Capital
24,261$2.1M0.5%MomentumMediumManchester, MA2026-11-03
Merit Financial Group, LLC
23,658$2.0M0.0%ETFLowAlpharetta, GA2026-11-06
Commonwealth Equity Services, LLC
23,620$2.0M0.0%ETFLowWaltham, MA2026-11-02
Vise Technologies, Inc.
22,714$1.9M0.0%IndexLowNew York, NY2026-10-29
Warner Financial, Inc
21,603$1.8M0.5%ETFVery LowBethesda, MD2026-11-06
XY Planning Network, Inc.
20,946$1.8M0.2%ETFLowBozeman, MT2026-10-14
Bank of New York Mellon Corp
20,811$1.8M0.0%CoreLowNew York, NY2026-11-05
Shotwell Rutter Baer Inc
19,888$1.7M0.9%ETFVery LowLansing, MI2026-10-14
Perigon Wealth Management, LLC
19,267$1.6M0.0%GrowthLowSan Francisco, CA2026-10-22
Horst & Graben Wealth Management LLC
18,829$1.6M0.2%ETFMediumPortland, OR2026-11-02
First Pacific Financial
18,710$1.6M0.2%ETFLowVancouver, WA2026-10-14
Revolve Wealth Partners, LLC
18,598$1.6M0.2%ETFVery LowHackensack, NJ2026-10-23
Plancorp, LLC
17,909$1.5M0.0%ETFLowSaint Louis, MO2026-11-03
Farther Finance Advisors, LLC
17,439$1.5M0.0%IndexLowSan Francisco, CA2026-10-08
Lido Advisors, LLC
17,051$1.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Creative Planning
16,433$1.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Sharkey, Howes & Javer
14,025$1.2M0.1%ETFMediumDenver, CO2026-10-22
MGO One Seven LLC
13,364$1.1M0.0%GrowthLowBeachwood, OH2026-10-28
SigFig Wealth Management, LLC
12,077$1.0M0.0%ETFLowSan Francisco, CA2026-10-07
Skyline Advisors, Inc.
12,016$1.0M0.3%ETFMediumBellingham, WA2026-11-03
Summit Wealth Group LLC / Co
11,942$1.0M0.1%ETFHighColorado Springs, CO2026-10-29
Kestra Advisory Services, LLC
11,092$938.9K0.0%CoreLowAustin, TX2026-11-02
Magnus Financial Group LLC
10,652$901.7K0.1%ETFLowNew York, NY2026-10-21
Carnegie Investment Counsel
9,721$822.9K0.0%CoreLowPepper Pike, OH2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
9,155$775.0K0.0%GrowthVery LowSeattle, WA2026-10-27
Clearstead Advisors, LLC
8,491$718.8K0.0%ETFLowCleveland, OH2026-11-06
Savant Capital, LLC
8,317$704.1K0.0%IndexVery LowRockford, IL2026-11-06
Wealth Enhancement Advisory Services, LLC
8,164$683.4K0.0%CoreLowPlymouth, MN2026-10-13
Sagespring Wealth Partners, LLC
8,073$683.4K0.0%ETFLowFranklin, TN2026-10-22
OpenArc Corporate Advisory, LLC
8,013$678.3K0.0%GrowthLowAtlanta, GA2026-10-21
Connecticut Wealth Management, LLC
7,909$669.5K0.0%ETFLowFarmington, CT2026-10-13
Klaas Financial Asset Advisors, LLC
7,758$656.7K0.1%ETFVery LowLoves Park, IL2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
7,180$607.8K0.1%ETFLowYakima, WA2026-10-29
RFG Advisory, LLC
7,050$596.8K0.0%ETFMediumBirmingham, AL2026-11-03
Stewardship Advisors, LLC
7,027$594.8K0.1%ETFMediumMount Joy, PA2026-10-20
Golden State Wealth Management, LLC
6,980$590.9K0.1%ETFMediumSanta Ana, CA2026-11-02
Kestra Private Wealth Services, LLC
6,899$584.0K0.0%GrowthLowAustin, TX2026-10-30
Pathway Financial Advisors LLC
6,587$557.6K0.1%ETFLowSouth Burlington, VT2026-10-07
Ascent Group, LLC
6,238$528.0K0.0%CoreLowVirginia Beach, VA2026-10-30
Diversify Advisory Services, LLC
6,188$518.6K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
6,188$518.6K0.0%GrowthMediumSandy, UT2026-10-20
Central Pacific Bank - Trust Division
6,032$510.6K0.1%CoreMediumHonolulu, HI2026-10-06
Zenith Solutions, Inc.
5,908$500.1K0.4%ETFN/APhiladelphia, PA2026-10-19
Atria Investments, Inc
5,419$458.7K0.0%CoreMediumCharlotte, NC2026-10-15
EverSource Wealth Advisors, LLC
5,359$453.6K0.0%CoreMediumBirmingham, AL2026-11-04
Hoxton Planning & Management, LLC
5,293$448.1K0.1%ETFLowShepherdstown, WV2026-10-15
Kingswood Wealth Advisors, LLC
4,659$394.4K0.0%GrowthLowSan Diego, CA2026-10-23
One Wealth Capital Management, LLC
4,566$386.5K0.1%GrowthMediumScottsdale, AZ2026-10-23
Citizens Financial Group Inc
4,449$376.6K0.0%GrowthLowProvidence, RI2026-10-23
National Wealth Management Group, LLC
4,267$361.2K0.1%ETFMediumCincinnati, OH2026-10-26
CoreCap Advisors, LLC
4,227$357.9K0.0%ETFMediumSouthfield, MI2026-10-08
Navigation Group, LLC
4,226$357.8K0.1%ETFVery LowRedwood City, CA2026-10-28
RCS Financial Planning, LLC
4,113$348.1K0.2%ETFMediumAnnapolis, MD2026-10-14
MLG Wealth Management DBA Pine Grove Financial Group
4,046$342.5K0.0%ETFMediumWoodbury, MN2026-10-13
Human Investing LLC
3,920$331.9K0.0%ETFVery LowLake Oswego, OR2026-10-19
Flagship Harbor Advisors, LLC
3,909$330.9K0.0%ETFMediumBoston, MA2026-10-26
Concurrent Investment Advisors, LLC
3,626$306.9K0.0%GrowthMediumTampa, FL2026-10-16
Portfolio Design Labs, LLC
3,544$300.0K0.0%GrowthMediumEncino, CA2026-11-04
Lifelong Wealth Advisors, Inc.
3,525$298.4K0.1%ETFLowArden Hills, MN2026-10-19
Ashton Thomas Private Wealth, LLC
3,516$297.7K0.0%CoreMediumScottsdale, AZ2026-11-03
KWB Wealth
3,497$296.0K0.0%ETFMediumRedlands, CA2026-10-16
AGF Management LTD
3,400$287.8K0.0%GrowthHighToronto, Australia2026-11-03
Brookstone Capital Management
3,376$285.8K0.0%ETFMediumWheaton, IL2026-10-22
Old Second National Bank of Aurora
3,280$277.7K0.1%CoreLowAurora, IL2026-10-22
Traveka Wealth, LLC
3,156$267.2K0.1%ETFLowLos Altos, CA2026-10-19
Oregon Pacific Wealth Management, LLC
3,052$258.4K0.2%ETFMediumMedford, OR2026-10-20
West Wealth Group, LLC
3,026$256.2K0.0%ETFMediumIrvine, CA2026-10-14
Cypress Wealth Services, LLC
3,014$257.5K0.0%ETFLowPalm Desert, CA2026-10-21
Maia Wealth LLC
2,983$252.5K0.0%ETFMediumDenver, CO2026-10-19
Trilogy Capital Inc.
2,936$248.5K0.0%ETFMediumIrvine, CA2026-10-20
WBH Advisory Inc
2,915$246.8K0.0%ETFLowBaltimore, MD2026-11-05
RKL Wealth Management LLC
2,867$242.7K0.0%ETFVery LowLancaster, PA2026-10-16
Cornerstone Planning Group LLC
2,843$239.8K0.0%ETFMediumFairfield, NJ2026-10-16
Aufman Associates Inc
2,828$239.4K0.1%ETFVery LowSewickley, PA2026-11-04
Focus Financial Network, Inc.
2,814$238.2K0.0%ETFLowMinneapolis, MN2026-10-14
Parallel Advisors, LLC
2,744$232.3K0.0%IndexLowSan Francisco, CA2026-11-03
Absolute Capital Management, LLC
2,720$230.3K0.1%ETFMediumPittsburgh, PA2026-10-16
GGM Financial LLC
2,719$230.1K0.1%ETFMediumColumbus, OH2026-11-05
Aire Advisors, LLC
2,697$228.3K0.0%ETFVery LowBeverly Hills, CA2026-10-22
Endeavor Private Wealth, Inc.
2,687$227.4K0.1%ETFMediumTopeka, KS2026-11-05
Capital Asset Advisory Services LLC
2,618$217.6K0.0%ETFLowWilliamston, MI2026-10-30
Strategic Blueprint, LLC
2,602$220.2K0.0%ETFLowAtlanta, GA2026-10-22
Sterling Investment Counsel, LLC
2,546$215.5K0.0%GrowthLowBuffalo, NY2026-10-19
Biltmore Family Office, LLC
2,500$211.6K0.0%GrowthLowCharlotte, NC2026-11-03
Colton Groome Financial Advisors, LLC
2,485$210.4K0.0%ETFLowAsheville, NC2026-10-06
Burns J W & Co Inc
2,450$207.4K0.0%GrowthVery LowDewitt, NY2026-10-20
Pekin Hardy Strauss, Inc.
2,438$206.4K0.0%ValueMediumChicago, IL2026-11-02
Marks Group Wealth Management, Inc
2,397$202.9K0.0%CoreMediumMinnetonka, MN2026-11-05
MBE Wealth Management, LLC
2,391$202.4K0.1%ETFVery LowTomah, WI2026-10-26
Gen-Wealth Partners Inc
2,342$198.3K0.1%CoreLowZeeland, MI2026-11-04
Milestone Investment Advisors LLC
2,330$197.2K0.0%ETFVery LowMiddleton, WI2026-11-05
Rossmore Private Capital
2,218$187.8K0.0%CoreLowGlastonbury, CT2026-10-27
US Bancorp \de\
2,002$169.5K0.0%IndexLowMinneapolis, MN2026-11-05
Physician Wealth Advisors, Inc.
1,925$162.9K0.0%ETFMediumMidvale, UT2026-10-20
Balance Wealth Partners LLC
1,781$150.7K0.0%ETFMediumWorthington, OH2026-10-27
Rossby Financial, LCC
1,626$137.6K0.0%ETFMediumMelbourne, FL2026-11-05
Aspect Partners, LLC
1,544$130.7K0.0%ETFMediumFairfax, VA2026-10-20
Ascentis Independent Advisors
1,536$130.1K0.0%ETFLowDallas, TX2026-11-03
Acropolis Investment Management, LLC
1,355$114.7K0.0%ETFLowSt. Louis, MO2026-10-08
Mogy Joel R Investment Counsel Inc
1,265$107.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-13
JFS Wealth Advisors, LLC
1,149$97.3K0.0%ETFVery LowHermitage, PA2026-11-03
Fifth Third Bancorp
1,051$89.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Armor Investment Advisors, LLC
991$83.9K0.0%ETFLowRaleigh, NC2026-10-27
Cdkv Holdings LLC
900$76.2K0.1%ETFMediumDenver, CO2026-10-28
Hanson & Doremus Investment Management
782$660.0%CoreVery LowBurlington, VT2026-10-16
Evolution Wealth Management Inc.
424$35.9K0.0%ETFMediumFort Myers, FL2026-10-28
Birchbrook, Inc.
416$35.2K0.0%ETFLowBangor, ME2026-10-14
PNC Financial Services Group, Inc.
416$35.2K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Birch Financial Group, LLC
313$26.5K0.0%CoreLowKeene, NH2026-10-27
Halbert Hargrove Global Advisors, LLC
175$14.8K0.0%ETFLowLong Beach, CA2026-10-16
First Bancorp, Inc
168$14.2K0.0%ValueVery LowDamariscotta, ME2026-10-26
Noble Wealth Management PBC
166$14.1K0.0%YieldMediumGreenwood Village, CO2026-10-01
Buck Wealth Strategies, LLC
146$12.4K0.0%ValueMediumDenver, CO2026-10-28
West Branch Capital LLC
136$11.5K0.0%GrowthVery LowAmherst, MA2026-10-20
Mather Group, Llc.
132$11.2K0.0%ETFMediumChicago, IL2026-10-14
Decker Retirement Planning Inc.
120$10.2K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Bfsg, LLC
88$7.5K0.0%CoreLowIrvine, CA2026-10-30
IFP Advisors, Inc
65$5.5K0.0%GrowthLowTampa, FL2026-10-16
Morton Brown Family Wealth, LLC
60$5.1K0.0%ETFVery LowAllentown, PA2026-10-23
Wolff Wiese Magana LLC
58$4.9K0.0%GrowthLowCarslbad, CA2026-10-15
Creative Financial Designs Inc
45$3.8K0.0%ETFMediumKokomo, IN2026-11-04
Portfolio Resources Advisor Group, Inc.
33$2.8K0.0%ETFMediumCoral Gables, FL2026-10-20
Latitude Advisors, LLC
32$2.7K0.0%ETFLowYorkville, IL2026-10-27
Key Capital Management, Inc
20$1.7K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03