iShares ESG MSCI USA Leaders ETF(SUSL)

$131.67—

Chart

iShares ESG MSCI USA Leaders ETF(SUSL)

NASDAQ

$131.67—

Chart Studio

SUSL(SUSL)

SUSL

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 223 Institutional Holders

Holder	Shares	Date	Change	% Held
Bank of Italy	887.78K	Mar 31, 26	--	10.13%
MERCER GLOBAL ADVISORS INC /ADV	706.84K	Mar 31, 26	-25.65K	8.06%
FMR LLC	455.27K	Mar 31, 26	-138.10K	5.19%
JPMORGAN CHASE & CO	443.01K	Mar 31, 26	-827	5.05%
ROYAL BANK OF CANADA	376.74K	Mar 31, 26	+1.43K	4.30%
Creative Planning	205.36K	Mar 31, 26	+2.83K	2.34%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	202.16K	Mar 31, 26	-52.28K	2.31%
Allworth Financial LP	190.81K	Mar 31, 26	-761	2.18%
Ellevest, Inc.	156.00K	Mar 31, 26	+7.54K	1.78%
Pathstone Holdings, LLC	114.46K	Mar 31, 26	+14.74K	1.31%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	82.34K	Mar 31, 26	-777	0.94%
Robertson Stephens Wealth Management, LLC	80.08K	Mar 31, 26	+7.44K	0.91%
Sanctuary Advisors, LLC	79.63K	Mar 31, 26	+635	0.91%
Trilogy Capital Inc.	78.07K	Mar 31, 26	+78.07K	0.89%
Resources Investment Advisors, LLC.	77.26K	Mar 31, 26	+533	0.88%
FLOW TRADERS U.S. LLC	65.76K	Mar 31, 26	+65.76K	0.75%
Kingsview Wealth Management, LLC	62.54K	Mar 31, 26	+62.54K	0.71%
BANK OF AMERICA CORP /DE/	62.27K	Mar 31, 26	-28.38K	0.71%
One Wealth Advisors, LLC	61.80K	Mar 31, 26	-1.32K	0.71%
W ADVISORS, LLC	53.30K	Mar 31, 26	-3.65K	0.61%
COMMONWEALTH EQUITY SERVICES, LLC	52.00K	Mar 31, 26	-3.79K	0.59%
GeoWealth Management, LLC	51.05K	Mar 31, 26	-5.39K	0.58%
SK Wealth Management, LLC	50.82K	Mar 31, 26	-328	0.58%
BLUESTEM FINANCIAL ADVISORS, LLC	49.27K	Mar 31, 26	+138	0.56%
Integrated Wealth Concepts LLC	41.73K	Mar 31, 26	-1.13K	0.48%
Aptus Capital Advisors, LLC	40.33K	Mar 31, 26	-2.08K	0.46%
LPL Financial LLC	37.36K	Mar 31, 26	+11.30K	0.43%
ENVESTNET ASSET MANAGEMENT INC	32.03K	Mar 31, 26	+17.38K	0.37%
ADVISOR GROUP HOLDINGS, INC.	28.46K	Mar 31, 26	-1.23K	0.32%
BFSG, LLC	28.40K	Mar 31, 26	--	0.32%
Quantinno Capital Management LP	25.16K	Mar 31, 26	+25.16K	0.29%
RAYMOND JAMES FINANCIAL INC	23.72K	Mar 31, 26	-1.06K	0.27%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	23.45K	Mar 31, 26	-361	0.27%
WELLS FARGO & COMPANY/MN	22.35K	Mar 31, 26	-1.16K	0.25%
Independent Advisor Alliance	22.26K	Mar 31, 26	+22.26K	0.25%
GTS SECURITIES LLC	22.22K	Mar 31, 26	+22.22K	0.25%
Brookstone Capital Management	21.64K	Mar 31, 26	+892	0.25%
Equitable Holdings, Inc.	20.91K	Mar 31, 26	+2.97K	0.24%
HB Wealth Management, LLC	19.06K	Mar 31, 26	+2.07K	0.22%
CI Private Wealth, LLC	19.01K	Mar 31, 26	-102	0.22%
Omega Financial Group, LLC	18.79K	Mar 31, 26	-2.00K	0.21%
KICKSTAND VENTURES, LLC.	17.48K	Mar 31, 26	-684	0.20%
Walkner Condon Financial Advisors LLC	17.02K	Mar 31, 26	+122	0.19%
Cetera Investment Advisers	16.58K	Mar 31, 26	+365	0.19%
Steward Partners Investment Advisory, LLC	16.39K	Mar 31, 26	--	0.19%
MATHER GROUP, LLC.	16.36K	Mar 31, 26	-682	0.19%
Bond & Devick Financial Network, Inc.	16.06K	Mar 31, 26	+1.56K	0.18%
CFS Investment Advisory Services, LLC	15.74K	Mar 31, 26	-257	0.18%
Ashton Thomas Private Wealth, LLC	15.65K	Mar 31, 26	-59	0.18%
Values Added Financial LLC	15.51K	Mar 31, 26	-3	0.18%
SAX WEALTH ADVISORS, LLC	15.45K	Mar 31, 26	--	0.18%
Keebeck Wealth Management, LLC	15.17K	Mar 31, 26	-88	0.17%
Orgel Wealth Management, LLC	13.54K	Mar 31, 26	-207	0.15%
Cypress Wealth Services, LLC	13.53K	Mar 31, 26	+137	0.15%
Obsido Oy	13.39K	Mar 31, 26	+28	0.15%
MGO ONE SEVEN LLC	12.63K	Mar 31, 26	+3.30K	0.14%
Affinity Capital Advisors, LLC	12.11K	Mar 31, 26	+1.53K	0.14%
SNS Financial Group, LLC	11.59K	Mar 31, 26	+2.74K	0.13%
Compass Ion Advisors, LLC	9.71K	Mar 31, 26	+106	0.11%
Cambridge Investment Research Advisors, Inc.	9.40K	Mar 31, 26	-393	0.11%
Sequoia Financial Advisors, LLC	8.51K	Mar 31, 26	--	0.10%
BLAIR WILLIAM & CO/IL	8.43K	Mar 31, 26	+374	0.10%
Farther Finance Advisors, LLC	8.31K	Mar 31, 26	-398	0.09%
STIFEL FINANCIAL CORP	7.93K	Mar 31, 26	+231	0.09%
Csenge Advisory Group	7.79K	Mar 31, 26	-207	0.09%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	7.68K	Mar 31, 26	--	0.09%
Perigon Wealth Management, LLC	7.44K	Mar 31, 26	+1.24K	0.08%
Friedenthal Financial	7.28K	Mar 31, 26	--	0.08%
Wealthcare Advisory Partners LLC	7.23K	Mar 31, 26	+44	0.08%
Stratos Wealth Partners, LTD.	7.17K	Mar 31, 26	-374	0.08%
JONES FINANCIAL COMPANIES LLLP	6.79K	Mar 31, 26	+2.91K	0.08%
Charter Oak Capital Management, LLC	6.16K	Mar 31, 26	--	0.07%
Aries Wealth Management	6.05K	Mar 31, 26	+75	0.07%
WealthPlan Investment Management, LLC	5.76K	Mar 31, 26	-522	0.07%
RVW Wealth, LLC	5.72K	Mar 31, 26	--	0.07%
Private Advisor Group, LLC	5.71K	Mar 31, 26	-23	0.07%
PARK AVENUE SECURITIES LLC	5.60K	Mar 31, 26	+97	0.06%
PFG Investments, LLC	5.57K	Mar 31, 26	+881	0.06%
BEACON FINANCIAL GROUP	5.44K	Mar 31, 26	--	0.06%
Wealthspire Advisors, LLC	5.29K	Mar 31, 26	-11.84K	0.06%
Merit Financial Group, LLC	5.23K	Mar 31, 26	+967	0.06%
Fragasso Group Inc.	4.99K	Mar 31, 26	-36	0.06%
JGP Wealth Management, LLC	4.77K	Mar 31, 26	-47	0.05%
Relyea Zuckerberg Hanson LLC	4.76K	Mar 31, 26	+13	0.05%
EverSource Wealth Advisors, LLC	4.53K	Mar 31, 26	-332	0.05%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	4.51K	Mar 31, 26	+1	0.05%
IEQ CAPITAL, LLC	4.51K	Mar 31, 26	+3	0.05%
Shared Vision Wealth Group LLC	4.48K	Mar 31, 26	--	0.05%
Atomi Financial Group, Inc.	4.15K	Mar 31, 26	-52	0.05%
FIRETHORN WEALTH PARTNERS, LLC	4.14K	Mar 31, 26	+1	0.05%
SkyView Investment Advisors, LLC	4.12K	Mar 31, 26	-143	0.05%
CI INVESTMENTS INC.	4.12K	Mar 31, 26	+500	0.05%
AGF MANAGEMENT LTD	4.00K	Mar 31, 26	--	0.05%
BlackRock, Inc.	4.00K	Mar 31, 26	+2.37K	0.05%
WIN ADVISORS, INC	3.77K	Mar 31, 26	+3.77K	0.04%
Mariner, LLC	3.73K	Mar 31, 26	-871	0.04%
NOVARE CAPITAL MANAGEMENT LLC	3.64K	Mar 31, 26	-117	0.04%
Redhawk Wealth Advisors, Inc.	3.61K	Mar 31, 26	+352	0.04%
Foster Group, Inc.	3.51K	Mar 31, 26	-129	0.04%
Strategic Blueprint, LLC	3.41K	Mar 31, 26	--	0.04%
Horizon Wealth Management, LLC	3.40K	Mar 31, 26	+33	0.04%
SWEENEY & MICHEL, LLC	3.35K	Mar 31, 26	-419	0.04%
Mayflower Financial Advisors, LLC	3.22K	Mar 31, 26	--	0.04%
Balance Wealth, LLC	3.16K	Mar 31, 26	-180	0.04%
MKT Advisors LLC	3.13K	Mar 31, 26	--	0.04%
GenTrust, LLC	3.11K	Mar 31, 26	--	0.04%
LANDAAS & CO /WI /ADV	3.02K	Mar 31, 26	--	0.03%
United Asset Strategies, Inc.	3.00K	Mar 31, 26	+72	0.03%
Veridan Wealth LLC	3.00K	Mar 31, 26	-76	0.03%
BOS Asset Management, LLC	2.87K	Mar 31, 26	--	0.03%
CITIGROUP INC	2.85K	Mar 31, 26	+331	0.03%
Cerity Partners LLC	2.85K	Mar 31, 26	--	0.03%
CreativeOne Wealth, LLC	2.83K	Mar 31, 26	-38	0.03%
EP Wealth Advisors, LLC	2.82K	Mar 31, 26	--	0.03%
Bigelow Investment Advisors, LLC	2.81K	Mar 31, 26	+2.81K	0.03%
One Capital Management, LLC	2.80K	Mar 31, 26	--	0.03%
MML INVESTORS SERVICES, LLC	2.78K	Mar 31, 26	-101	0.03%
AQR CAPITAL MANAGEMENT LLC	2.77K	Mar 31, 26	--	0.03%
Parallel Advisors, LLC	2.76K	Mar 31, 26	--	0.03%
IFP Advisors, Inc	2.74K	Mar 31, 26	-4	0.03%
Wharton Business Group, LLC	2.73K	Mar 31, 26	-85	0.03%
CAPTRUST FINANCIAL ADVISORS	2.62K	Mar 31, 26	-70	0.03%
CWM, LLC	2.62K	Mar 31, 26	+440	0.03%
JANE STREET GROUP, LLC	2.60K	Mar 31, 26	+2.60K	0.03%
Ridgeline Wealth, LLC	2.56K	Mar 31, 26	--	0.03%
MORGAN STANLEY	2.55K	Mar 31, 26	-842	0.03%
Peak Retirement Planning, Inc.	2.55K	Mar 31, 26	+2.55K	0.03%
Vested Financial Planning, LLC	2.55K	Mar 31, 26	-1.47K	0.03%
MARINO, STRAM & ASSOCIATES LLC	2.45K	Mar 31, 26	--	0.03%
Beacon Pointe Advisors, LLC	2.37K	Mar 31, 26	-141	0.03%
Zhang Financial LLC	2.33K	Mar 31, 26	+2.33K	0.03%
Firestone Capital Management	2.31K	Mar 31, 26	+6	0.03%
PNC FINANCIAL SERVICES GROUP, INC.	2.31K	Mar 31, 26	+80	0.03%
LODESTAR PRIVATE ASSET MANAGEMENT LLC	2.23K	Mar 31, 26	+6	0.03%
COMMERCE BANK	2.22K	Mar 31, 26	+2.22K	0.03%
Horst & Graben Wealth Management LLC	2.21K	Mar 31, 26	+53	0.03%
Institute for Wealth Management, LLC.	2.20K	Mar 31, 26	--	0.03%
PERSONAL CFO SOLUTIONS, LLC	2.10K	Mar 31, 26	+2.10K	0.02%
Milestone Asset Management Group, LLC	2.10K	Mar 31, 26	-148	0.02%
Kestra Advisory Services, LLC	2.09K	Mar 31, 26	+1.43K	0.02%
Gateway Wealth Partners, LLC	1.93K	Mar 31, 26	+1.93K	0.02%
RETIREMENT CAPITAL STRATEGIES	1.91K	Mar 31, 26	--	0.02%
Diversified Trust Co	1.90K	Mar 31, 26	-105	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	1.86K	Mar 31, 26	--	0.02%
Tower Research Capital LLC (TRC)	1.82K	Mar 31, 26	+1.82K	0.02%
Janney Montgomery Scott LLC	1.80K	Mar 31, 26	--	0.02%
Wealth Alliance	1.78K	Mar 31, 26	--	0.02%
Sunbelt Securities, Inc.	1.71K	Mar 31, 26	--	0.02%
First Pacific Financial	1.69K	Mar 31, 26	+4	0.02%
Advisory Services Network, LLC	1.49K	Mar 31, 26	+1.49K	0.02%
Glassy Mountain Advisors, Inc.	1.44K	Mar 31, 26	+4	0.02%
Your Advocates Ltd., LLP	1.42K	Mar 31, 26	+885	0.02%
NATIONAL BANK OF CANADA /FI/	1.25K	Mar 31, 26	--	0.01%
Family Capital Trust Co	1.20K	Mar 31, 26	--	0.01%
Keystone Financial Group, Inc.	1.05K	Mar 31, 26	--	0.01%
US BANCORP \DE\	1.03K	Mar 31, 26	--	0.01%
AE Wealth Management LLC	860	Mar 31, 26	--	0.01%
Larson Financial Group LLC	823	Mar 31, 26	-381	0.01%
DT Investment Partners, LLC	640	Mar 31, 26	--	0.01%
VANGUARD ADVISERS INC	564	Mar 31, 26	+564	0.01%
HANTZ FINANCIAL SERVICES, INC.	458	Mar 31, 26	--	0.01%
Community Financial Services Group, LLC	444	Mar 31, 26	+444	0.01%
Triumph Capital Management	360	Mar 31, 26	--	0.00%
GHP Investment Advisors, Inc.	320	Mar 31, 26	--	0.00%
UBS Group AG	299	Mar 31, 26	+266	0.00%
HARBOUR INVESTMENTS, INC.	267	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	250	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	248	Mar 31, 26	--	0.00%
Front Row Advisors LLC	210	Mar 31, 26	--	0.00%
Noble Wealth Management PBC	180	Mar 31, 26	--	0.00%
Glassman Wealth Services	172	Mar 31, 26	--	0.00%
Capitol Family Office, Inc.	155	Mar 31, 26	--	0.00%
Gladwyn Financial Advisors, Inc.	129	Mar 31, 26	--	0.00%
Clarity Asset Management, Inc.	115	Mar 31, 26	-1.35K	0.00%
Cherry Tree Wealth Management, LLC	98	Mar 31, 26	--	0.00%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	75	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	75	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	63	Mar 31, 26	+63	0.00%
Rossby Financial, LCC	57	Mar 31, 26	--	0.00%
HHM Wealth Advisors, LLC	46	Mar 31, 26	--	0.00%
Breakwater Investment Management	29	Mar 31, 26	+29	0.00%
Abound Wealth Management	25	Mar 31, 26	--	0.00%
Financial Freedom, LLC	21	Mar 31, 26	--	0.00%
Biltmore Family Office, LLC	8	Mar 31, 26	--	0.00%
Evergreen Private Wealth LLC	--	Mar 31, 26	-1.42K	--
Turning Point Benefit Group, Inc.	--	Mar 31, 26	-384	--
Confluence Wealth Services, Inc.	--	Mar 31, 26	-1.77K	--
Navalign, LLC	--	Mar 31, 26	-269	--
Clean Yield Group	--	Mar 31, 26	-455	--
BESSEMER GROUP INC	--	Mar 31, 26	-97	--
Financial Network Wealth Advisors LLC	--	Mar 31, 26	-302	--
Meridian Financial Partners LLC	--	Mar 31, 26	-1.67K	--
NewEdge Advisors, LLC	--	Mar 31, 26	-990	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-8.51K	--
Global Retirement Partners, LLC	216	Dec 31, 25	-2	0.00%
Nalls Sherbakoff Group, LLC	142	Dec 31, 25	--	0.00%
IMS Capital Management	7.16K	Sep 30, 25	-50	0.08%
Apexium Financial, LP	4.51K	Sep 30, 25	--	0.05%
My Legacy Advisors, LLC	9.03K	Jun 30, 25	-271	0.10%
Martin Worley Group	8.74K	Jun 30, 25	--	0.10%
AVANTAX ADVISORY SERVICES, INC.	8.18K	Jun 30, 25	+269	0.09%
Better Money Decisions, LLC	2.81K	Jun 30, 25	+7	0.03%
First Horizon Advisors, Inc.	420	Jun 30, 25	+420	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	5.85K	Dec 31, 24	-1.13K	0.07%
Raymond James Financial Services Advisors, Inc.	13.55K	Sep 30, 24	+1.22K	0.15%
Alera Investment Advisors, LLC	2.44K	Sep 30, 24	-258	0.03%
Private Ocean, LLC	11.95K	Jun 30, 24	-657	0.14%
TCWP LLC	7.53K	Jun 30, 24	--	0.09%
Cetera Advisor Networks LLC	4.68K	Mar 31, 24	+39	0.05%
First Ascent Asset Management, LLC	170.11K	Dec 31, 23	+29.16K	1.94%
WEALTHSOURCE PARTNERS, LLC	99.75K	Dec 31, 23	-6.06K	1.14%
DB Wealth Management Group, LLC	642	Dec 31, 23	--	0.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	7.23K	Sep 30, 23	-1.61K	0.08%
KB FINANCIAL PARTNERS, LLC	5.44K	Sep 30, 23	-30	0.06%
PATHSTONE FAMILY OFFICE, LLC	--	Sep 30, 23	-6.58K	--
Kalos Management, Inc.	--	Jun 30, 23	-157	--
Laurel Wealth Advisors, Inc.	5.83K	Dec 31, 22	-429	0.07%
55I, LLC	893.42K	Sep 30, 22	+2.56K	10.19%
BALASA DINVERNO & FOLTZ LLC	20.76K	Sep 30, 22	+1.01K	0.24%
EATON VANCE MANAGEMENT	6.20K	Sep 30, 22	--	0.07%
American Portfolios Advisors	303	Sep 30, 22	--	0.00%
FundX Investment Group, LLC	37.77K	Dec 31, 21	+37.77K	0.43%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	7.11K	Dec 31, 20	+7.11K	0.08%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

Bank of Italy

887.78K

Mar 31, 26

10.13%

MERCER GLOBAL ADVISORS INC /ADV

706.84K

Mar 31, 26

-25.65K

8.06%

FMR LLC

455.27K

Mar 31, 26

-138.10K

5.19%

JPMORGAN CHASE & CO

443.01K

Mar 31, 26

-827

5.05%

ROYAL BANK OF CANADA

376.74K

Mar 31, 26

+1.43K

4.30%

Creative Planning

205.36K

Mar 31, 26

+2.83K

2.34%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

202.16K

Mar 31, 26

-52.28K

2.31%

Allworth Financial LP

190.81K

Mar 31, 26

-761

2.18%

Ellevest, Inc.

156.00K

Mar 31, 26

+7.54K

1.78%

Pathstone Holdings, LLC

114.46K

Mar 31, 26

+14.74K

1.31%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

82.34K

Mar 31, 26

-777

0.94%

Robertson Stephens Wealth Management, LLC

80.08K

Mar 31, 26

+7.44K

0.91%

Sanctuary Advisors, LLC

79.63K

Mar 31, 26

+635

0.91%

Trilogy Capital Inc.

78.07K

Mar 31, 26

+78.07K

0.89%

Resources Investment Advisors, LLC.

77.26K

Mar 31, 26

+533

0.88%

FLOW TRADERS U.S. LLC

65.76K

Mar 31, 26

+65.76K

0.75%

Kingsview Wealth Management, LLC

62.54K

Mar 31, 26

+62.54K

0.71%

BANK OF AMERICA CORP /DE/

62.27K

Mar 31, 26

-28.38K

0.71%

One Wealth Advisors, LLC

61.80K

Mar 31, 26

-1.32K

0.71%

W ADVISORS, LLC

53.30K

Mar 31, 26

-3.65K

0.61%

COMMONWEALTH EQUITY SERVICES, LLC

52.00K

Mar 31, 26

-3.79K

0.59%

GeoWealth Management, LLC

51.05K

Mar 31, 26

-5.39K

0.58%

SK Wealth Management, LLC

50.82K

Mar 31, 26

-328

0.58%

BLUESTEM FINANCIAL ADVISORS, LLC

49.27K

Mar 31, 26

+138

0.56%

Integrated Wealth Concepts LLC

41.73K

Mar 31, 26

-1.13K

0.48%

Aptus Capital Advisors, LLC

40.33K

Mar 31, 26

-2.08K

0.46%

LPL Financial LLC

37.36K

Mar 31, 26

+11.30K

0.43%

ENVESTNET ASSET MANAGEMENT INC

32.03K

Mar 31, 26

+17.38K

0.37%

ADVISOR GROUP HOLDINGS, INC.

28.46K

Mar 31, 26

-1.23K

0.32%

BFSG, LLC

28.40K

Mar 31, 26

0.32%

Quantinno Capital Management LP

25.16K

Mar 31, 26

+25.16K

0.29%

RAYMOND JAMES FINANCIAL INC

23.72K

Mar 31, 26

-1.06K

0.27%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

23.45K

Mar 31, 26

-361

0.27%

WELLS FARGO & COMPANY/MN

22.35K

Mar 31, 26

-1.16K

0.25%

Independent Advisor Alliance

22.26K

Mar 31, 26

+22.26K

0.25%

GTS SECURITIES LLC

22.22K

Mar 31, 26

+22.22K

0.25%

Brookstone Capital Management

21.64K

Mar 31, 26

+892

0.25%

Equitable Holdings, Inc.

20.91K

Mar 31, 26

+2.97K

0.24%

HB Wealth Management, LLC

19.06K

Mar 31, 26

+2.07K

0.22%

CI Private Wealth, LLC

19.01K

Mar 31, 26

-102

0.22%

Omega Financial Group, LLC

18.79K

Mar 31, 26

-2.00K

0.21%

KICKSTAND VENTURES, LLC.

17.48K

Mar 31, 26

-684

0.20%

Walkner Condon Financial Advisors LLC

17.02K

Mar 31, 26

+122

0.19%

Cetera Investment Advisers

16.58K

Mar 31, 26

+365

0.19%

Steward Partners Investment Advisory, LLC

16.39K

Mar 31, 26

0.19%

MATHER GROUP, LLC.

16.36K

Mar 31, 26

-682

0.19%

Bond & Devick Financial Network, Inc.

16.06K

Mar 31, 26

+1.56K

0.18%

CFS Investment Advisory Services, LLC

15.74K

Mar 31, 26

-257

0.18%

Ashton Thomas Private Wealth, LLC

15.65K

Mar 31, 26

-59

0.18%

Values Added Financial LLC

15.51K

Mar 31, 26

-3

0.18%

SAX WEALTH ADVISORS, LLC

15.45K

Mar 31, 26

0.18%

Keebeck Wealth Management, LLC

15.17K

Mar 31, 26

-88

0.17%

Orgel Wealth Management, LLC

13.54K

Mar 31, 26

-207

0.15%

Cypress Wealth Services, LLC

13.53K

Mar 31, 26

+137

0.15%

Obsido Oy

13.39K

Mar 31, 26

+28

0.15%

MGO ONE SEVEN LLC

12.63K

Mar 31, 26

+3.30K

0.14%

Affinity Capital Advisors, LLC

12.11K

Mar 31, 26

+1.53K

0.14%

SNS Financial Group, LLC

11.59K

Mar 31, 26

+2.74K

0.13%

Compass Ion Advisors, LLC

9.71K

Mar 31, 26

+106

0.11%

Cambridge Investment Research Advisors, Inc.

9.40K

Mar 31, 26

-393

0.11%

Sequoia Financial Advisors, LLC

8.51K

Mar 31, 26

0.10%

BLAIR WILLIAM & CO/IL

8.43K

Mar 31, 26

+374

0.10%

Farther Finance Advisors, LLC

8.31K

Mar 31, 26

-398

0.09%

STIFEL FINANCIAL CORP

7.93K

Mar 31, 26

+231

0.09%

Csenge Advisory Group

7.79K

Mar 31, 26

-207

0.09%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

7.68K

Mar 31, 26

0.09%

Perigon Wealth Management, LLC

7.44K

Mar 31, 26

+1.24K

0.08%

Friedenthal Financial

7.28K

Mar 31, 26

0.08%

Wealthcare Advisory Partners LLC

7.23K

Mar 31, 26

+44

0.08%

Stratos Wealth Partners, LTD.

7.17K

Mar 31, 26

-374

0.08%

JONES FINANCIAL COMPANIES LLLP

6.79K

Mar 31, 26

+2.91K

0.08%

Charter Oak Capital Management, LLC

6.16K

Mar 31, 26

0.07%

Aries Wealth Management

6.05K

Mar 31, 26

+75

0.07%

WealthPlan Investment Management, LLC

5.76K

Mar 31, 26

-522

0.07%

RVW Wealth, LLC

5.72K

Mar 31, 26

0.07%

Private Advisor Group, LLC

5.71K

Mar 31, 26

-23

0.07%

PARK AVENUE SECURITIES LLC

5.60K

Mar 31, 26

+97

0.06%

PFG Investments, LLC

5.57K

Mar 31, 26

+881

0.06%

BEACON FINANCIAL GROUP

5.44K

Mar 31, 26

0.06%

Wealthspire Advisors, LLC

5.29K

Mar 31, 26

-11.84K

0.06%

Merit Financial Group, LLC

5.23K

Mar 31, 26

+967

0.06%

Fragasso Group Inc.

4.99K

Mar 31, 26

-36

0.06%

JGP Wealth Management, LLC

4.77K

Mar 31, 26

-47

0.05%

Relyea Zuckerberg Hanson LLC

4.76K

Mar 31, 26

+13

0.05%

EverSource Wealth Advisors, LLC

4.53K

Mar 31, 26

-332

0.05%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

4.51K

Mar 31, 26

0.05%

IEQ CAPITAL, LLC

4.51K

Mar 31, 26

0.05%

Shared Vision Wealth Group LLC

4.48K

Mar 31, 26

0.05%

Atomi Financial Group, Inc.

4.15K

Mar 31, 26

-52

0.05%

FIRETHORN WEALTH PARTNERS, LLC

4.14K

Mar 31, 26

0.05%

SkyView Investment Advisors, LLC

4.12K

Mar 31, 26

-143

0.05%

CI INVESTMENTS INC.

4.12K

Mar 31, 26

+500

0.05%

AGF MANAGEMENT LTD

4.00K

Mar 31, 26

0.05%

BlackRock, Inc.

4.00K

Mar 31, 26

+2.37K

0.05%

WIN ADVISORS, INC

3.77K

Mar 31, 26

+3.77K

0.04%

Mariner, LLC

3.73K

Mar 31, 26

-871

0.04%

NOVARE CAPITAL MANAGEMENT LLC

3.64K

Mar 31, 26

-117

0.04%

Redhawk Wealth Advisors, Inc.

3.61K

Mar 31, 26

+352

0.04%

Foster Group, Inc.

3.51K

Mar 31, 26

-129

0.04%

Strategic Blueprint, LLC

3.41K

Mar 31, 26

0.04%

Horizon Wealth Management, LLC

3.40K

Mar 31, 26

+33

0.04%

SWEENEY & MICHEL, LLC

3.35K

Mar 31, 26

-419

0.04%

Mayflower Financial Advisors, LLC

3.22K

Mar 31, 26

0.04%

Balance Wealth, LLC

3.16K

Mar 31, 26

-180

0.04%

MKT Advisors LLC

3.13K

Mar 31, 26

0.04%

GenTrust, LLC

3.11K

Mar 31, 26

0.04%

LANDAAS & CO /WI /ADV

3.02K

Mar 31, 26

0.03%

United Asset Strategies, Inc.

3.00K

Mar 31, 26

+72

0.03%

Veridan Wealth LLC

3.00K

Mar 31, 26

-76

0.03%

BOS Asset Management, LLC

2.87K

Mar 31, 26

0.03%

CITIGROUP INC

2.85K

Mar 31, 26

+331

0.03%

Cerity Partners LLC

2.85K

Mar 31, 26

0.03%

CreativeOne Wealth, LLC

2.83K

Mar 31, 26

-38

0.03%

EP Wealth Advisors, LLC

2.82K

Mar 31, 26

0.03%

Bigelow Investment Advisors, LLC

2.81K

Mar 31, 26

+2.81K

0.03%

One Capital Management, LLC

2.80K

Mar 31, 26

0.03%

MML INVESTORS SERVICES, LLC

2.78K

Mar 31, 26

-101

0.03%

AQR CAPITAL MANAGEMENT LLC

2.77K

Mar 31, 26

0.03%

Parallel Advisors, LLC

2.76K

Mar 31, 26

0.03%

IFP Advisors, Inc

2.74K

Mar 31, 26

-4

0.03%

Wharton Business Group, LLC

2.73K

Mar 31, 26

-85

0.03%

CAPTRUST FINANCIAL ADVISORS

2.62K

Mar 31, 26

-70

0.03%

CWM, LLC

2.62K

Mar 31, 26

+440

0.03%

JANE STREET GROUP, LLC

2.60K

Mar 31, 26

+2.60K

0.03%

Ridgeline Wealth, LLC

2.56K

Mar 31, 26

0.03%

MORGAN STANLEY

2.55K

Mar 31, 26

-842

0.03%

Peak Retirement Planning, Inc.

2.55K

Mar 31, 26

+2.55K

0.03%

Vested Financial Planning, LLC

2.55K

Mar 31, 26

-1.47K

0.03%

MARINO, STRAM & ASSOCIATES LLC

2.45K

Mar 31, 26

0.03%

Beacon Pointe Advisors, LLC

2.37K

Mar 31, 26

-141

0.03%

Zhang Financial LLC

2.33K

Mar 31, 26

+2.33K

0.03%

Firestone Capital Management

2.31K

Mar 31, 26

0.03%

PNC FINANCIAL SERVICES GROUP, INC.

2.31K

Mar 31, 26

+80

0.03%

LODESTAR PRIVATE ASSET MANAGEMENT LLC

2.23K

Mar 31, 26

0.03%

COMMERCE BANK

2.22K

Mar 31, 26

+2.22K

0.03%

Horst & Graben Wealth Management LLC

2.21K

Mar 31, 26

+53

0.03%

Institute for Wealth Management, LLC.

2.20K

Mar 31, 26

0.03%

PERSONAL CFO SOLUTIONS, LLC

2.10K

Mar 31, 26

+2.10K

0.02%

Milestone Asset Management Group, LLC

2.10K

Mar 31, 26

-148

0.02%

Kestra Advisory Services, LLC

2.09K

Mar 31, 26

+1.43K

0.02%

Gateway Wealth Partners, LLC

1.93K

Mar 31, 26

+1.93K

0.02%

RETIREMENT CAPITAL STRATEGIES

1.91K

Mar 31, 26

0.02%

Diversified Trust Co

1.90K

Mar 31, 26

-105

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

1.86K

Mar 31, 26

0.02%

Tower Research Capital LLC (TRC)

1.82K

Mar 31, 26

+1.82K

0.02%

Janney Montgomery Scott LLC

1.80K

Mar 31, 26

0.02%

Wealth Alliance

1.78K

Mar 31, 26

0.02%

Sunbelt Securities, Inc.

1.71K

Mar 31, 26

0.02%

First Pacific Financial

1.69K

Mar 31, 26

0.02%

Advisory Services Network, LLC

1.49K

Mar 31, 26

+1.49K

0.02%

Glassy Mountain Advisors, Inc.

1.44K

Mar 31, 26

0.02%

Your Advocates Ltd., LLP

1.42K

Mar 31, 26

+885

0.02%

NATIONAL BANK OF CANADA /FI/

1.25K

Mar 31, 26

0.01%

Family Capital Trust Co

1.20K

Mar 31, 26

0.01%

Keystone Financial Group, Inc.

1.05K

Mar 31, 26

0.01%

US BANCORP \DE\

1.03K

Mar 31, 26

0.01%

AE Wealth Management LLC

860

Mar 31, 26

0.01%

Larson Financial Group LLC

823

Mar 31, 26

-381

0.01%

DT Investment Partners, LLC

640

Mar 31, 26

0.01%

VANGUARD ADVISERS INC

564

Mar 31, 26

+564

0.01%

HANTZ FINANCIAL SERVICES, INC.

458

Mar 31, 26

0.01%

Community Financial Services Group, LLC

444

Mar 31, 26

+444

0.01%

Triumph Capital Management

360

Mar 31, 26

0.00%

GHP Investment Advisors, Inc.

320

Mar 31, 26

0.00%

UBS Group AG

299

Mar 31, 26

+266

0.00%

HARBOUR INVESTMENTS, INC.

267

Mar 31, 26

0.00%

CoreCap Advisors, LLC

250

Mar 31, 26

0.00%

Ancora Advisors, LLC

248

Mar 31, 26

0.00%

Front Row Advisors LLC

210

Mar 31, 26

0.00%

Noble Wealth Management PBC

180

Mar 31, 26

0.00%

Glassman Wealth Services

172

Mar 31, 26

0.00%

Capitol Family Office, Inc.

155

Mar 31, 26

0.00%

Gladwyn Financial Advisors, Inc.

129

Mar 31, 26

0.00%

Clarity Asset Management, Inc.

115

Mar 31, 26

-1.35K

0.00%

Cherry Tree Wealth Management, LLC

Mar 31, 26

0.00%

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

Mar 31, 26

0.00%

Western Wealth Management, LLC

Mar 31, 26

+63

0.00%

Rossby Financial, LCC

Mar 31, 26

0.00%

HHM Wealth Advisors, LLC

Mar 31, 26

0.00%

Breakwater Investment Management

Mar 31, 26

+29

0.00%

Abound Wealth Management

Mar 31, 26

0.00%

Financial Freedom, LLC

Mar 31, 26

0.00%

Biltmore Family Office, LLC

Mar 31, 26

0.00%

Evergreen Private Wealth LLC

Mar 31, 26

-1.42K

Turning Point Benefit Group, Inc.

Mar 31, 26

-384

Confluence Wealth Services, Inc.

Mar 31, 26

-1.77K

Navalign, LLC

Mar 31, 26

-269

Clean Yield Group

Mar 31, 26

-455

BESSEMER GROUP INC

Mar 31, 26

-97

Financial Network Wealth Advisors LLC

Mar 31, 26

-302

Meridian Financial Partners LLC

Mar 31, 26

-1.67K

NewEdge Advisors, LLC

Mar 31, 26

-990

CITADEL ADVISORS LLC

Mar 31, 26

-8.51K

Global Retirement Partners, LLC

216

Dec 31, 25

-2

0.00%

Nalls Sherbakoff Group, LLC

142

Dec 31, 25

0.00%

IMS Capital Management

7.16K

Sep 30, 25

-50

0.08%

Apexium Financial, LP

4.51K

Sep 30, 25

0.05%

My Legacy Advisors, LLC

9.03K

Jun 30, 25

-271

0.10%

Martin Worley Group

8.74K

Jun 30, 25

0.10%

AVANTAX ADVISORY SERVICES, INC.

8.18K

Jun 30, 25

+269

0.09%

Better Money Decisions, LLC

2.81K

Jun 30, 25

0.03%

First Horizon Advisors, Inc.

420

Jun 30, 25

+420

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

5.85K

Dec 31, 24

-1.13K

0.07%

Raymond James Financial Services Advisors, Inc.

13.55K

Sep 30, 24

+1.22K

0.15%

Alera Investment Advisors, LLC

2.44K

Sep 30, 24

-258

0.03%

Private Ocean, LLC

11.95K

Jun 30, 24

-657

0.14%

TCWP LLC

7.53K

Jun 30, 24

0.09%

Cetera Advisor Networks LLC

4.68K

Mar 31, 24

+39

0.05%

First Ascent Asset Management, LLC

170.11K

Dec 31, 23

+29.16K

1.94%

WEALTHSOURCE PARTNERS, LLC

99.75K

Dec 31, 23

-6.06K

1.14%

DB Wealth Management Group, LLC

642

Dec 31, 23

0.01%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

7.23K

Sep 30, 23

-1.61K

0.08%

KB FINANCIAL PARTNERS, LLC

5.44K

Sep 30, 23

-30

0.06%

PATHSTONE FAMILY OFFICE, LLC

Sep 30, 23

-6.58K

Kalos Management, Inc.

Jun 30, 23

-157

Laurel Wealth Advisors, Inc.

5.83K

Dec 31, 22

-429

0.07%

55I, LLC

893.42K

Sep 30, 22

+2.56K

10.19%

BALASA DINVERNO & FOLTZ LLC

20.76K

Sep 30, 22

+1.01K

0.24%

EATON VANCE MANAGEMENT

6.20K

Sep 30, 22

0.07%

American Portfolios Advisors

303

Sep 30, 22

0.00%

FundX Investment Group, LLC

37.77K

Dec 31, 21

+37.77K

0.43%

Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC

7.11K

Dec 31, 20

+7.11K

0.08%