On this page, we present all of the funds holding ESGE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ESGE, with a link to that fund's top holdings. The next columns indicate the amount of ESGE stock held by each of the funds holding ESGE, followed by the ESGE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 491 funds holding ESGE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding ESGE), click the fund name in the "Holder" column of the funds-holding-ESGE table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 14,803,280 | $474,593 | 12/31/2023 |
ESGE | 14,803,280 | $474,593 | 12/31/2023 |
Empower Advisory Group LLC | 5,837,162 | $187,139 | 12/31/2023 |
ESGE | 5,837,162 | $187,139 | 12/31/2023 |
TIAA Trust National Association | 4,975,624 | $159,519 | 12/31/2023 |
ESGE | 4,975,624 | $159,519 | 12/31/2023 |
Morgan Stanley | 4,237,958 | $135,869 | 12/31/2023 |
ESGE | 4,237,958 | $135,869 | 12/31/2023 |
Northern Trust Corp | 3,054,537 | $97,928 | 12/31/2023 |
ESGE | 3,054,537 | $97,928 | 12/31/2023 |
Goldman Sachs Group Inc. | 2,905,168 | $93,140 | 12/31/2023 |
ESGE | 2,905,168 | $93,140 | 12/31/2023 |
Betterment LLC | 2,715,480 | $87,058 | 12/31/2023 |
ESGE | 2,715,480 | $87,058 | 12/31/2023 |
Envestnet Asset Management Inc. | 2,617,071 | $83,903 | 12/31/2023 |
ESGE | 2,617,071 | $83,903 | 12/31/2023 |
Wealthfront Advisers LLC | 2,509,901 | $80,894 | 03/31/2024 |
ESGE | 2,509,901 | $80,894 | 03/31/2024 |
Ameriprise Financial Inc. | 2,385,573 | $76,496 | 12/31/2023 |
ESGE | 2,385,573 | $76,496 | 12/31/2023 |
BlackRock Inc. | 1,822,885 | $58,442 | 12/31/2023 |
ESGE | 1,822,885 | $58,442 | 12/31/2023 |
Creative Planning | 1,722,112 | $55,211 | 12/31/2023 |
ESGE | 1,722,112 | $55,211 | 12/31/2023 |
JPMorgan Chase & Co. | 1,615,820 | $51,803 | 12/31/2023 |
ESGE | 1,615,820 | $51,803 | 12/31/2023 |
UBS Group AG | 1,566,162 | $50,211 | 12/31/2023 |
ESGE | 1,566,162 | $50,211 | 12/31/2023 |
Jane Street Group LLC | 1,014,360 | $32,520 | 12/31/2023 |
ESGE | 1,014,360 | $32,520 | 12/31/2023 |
LPL Financial LLC | 975,999 | $31,291 | 12/31/2023 |
ESGE | 975,999 | $31,291 | 12/31/2023 |
Wells Fargo & Company MN | 969,612 | $31,086 | 12/31/2023 |
ESGE | 969,612 | $31,086 | 12/31/2023 |
Acorns Advisers LLC | 968,823 | $31,060 | 12/31/2023 |
ESGE | 968,823 | $31,060 | 12/31/2023 |
US Bancorp DE | 855,663 | $27,433 | 12/31/2023 |
ESGE | 855,663 | $27,433 | 12/31/2023 |
The PNC Financial Services Group Inc. | 746,018 | $23,917 | 12/31/2023 |
ESGE | 746,018 | $23,917 | 12/31/2023 |
FMR LLC | 734,690 | $23,554 | 12/31/2023 |
ESGE | 734,690 | $23,554 | 12/31/2023 |
Ellevest Inc. | 687,658 | $22,046 | 12/31/2023 |
ESGE | 687,658 | $22,046 | 12/31/2023 |
M&T Bank Corp | 625,929 | $20,067 | 12/31/2023 |
ESGE | 625,929 | $20,067 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 609,402 | $19,537 | 12/31/2023 |
ESGE | 609,402 | $19,537 | 12/31/2023 |
Mission Wealth Management LP | 601,348 | $19,279 | 12/31/2023 |
ESGE | 601,348 | $19,279 | 12/31/2023 |
Royal Bank of Canada | 561,195 | $17,991 | 12/31/2023 |
ESGE | 561,195 | $17,991 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 531,688 | $17,046 | 12/31/2023 |
ESGE | 531,688 | $17,046 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 507,765 | $16,279 | 12/31/2023 |
ESGE | 507,765 | $16,279 | 12/31/2023 |
Fifth Third Bancorp | 503,383 | $16,224 | 03/31/2024 |
ESGE | 503,383 | $16,224 | 03/31/2024 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 480,273 | $15,398 | 12/31/2023 |
ESGE | 480,273 | $15,398 | 12/31/2023 |
Money Design Co. Ltd. | 470,706 | $15,171 | 03/31/2024 |
ESGE | 470,706 | $15,171 | 03/31/2024 |
Commonwealth Equity Services LLC | 472,536 | $15,150 | 12/31/2023 |
ESGE | 472,536 | $15,150 | 12/31/2023 |
TFO TDC LLC | 468 | $15,004 | 12/31/2023 |
ESGE | 468 | $15,004 | 12/31/2023 |
OLD Mission Capital LLC | 411,841 | $13,204 | 12/31/2023 |
ESGE | 411,841 | $13,204 | 12/31/2023 |
HighTower Advisors LLC | 409,745 | $13,144 | 12/31/2023 |
ESGE | 409,745 | $13,144 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 391,653 | $12,623 | 03/31/2024 |
ESGE | 391,653 | $12,623 | 03/31/2024 |
Fiduciary Trust Co. | 357,317 | $11,456 | 12/31/2023 |
ESGE | 357,317 | $11,456 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 345,517 | $11,077 | 12/31/2023 |
ESGE | 345,517 | $11,077 | 12/31/2023 |
Partners Capital Investment Group LLP | 323,928 | $10,385 | 12/31/2023 |
ESGE | 323,928 | $10,385 | 12/31/2023 |
CI Private Wealth LLC | 323,619 | $10,375 | 12/31/2023 |
ESGE | 323,619 | $10,375 | 12/31/2023 |
Advisor Group Holdings Inc. | 318,731 | $10,221 | 12/31/2023 |
ESGE | 318,731 | $10,221 | 12/31/2023 |
Sei Investments Co. | 317,928 | $10,193 | 12/31/2023 |
ESGE | 317,928 | $10,193 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 317,600 | $10,182 | 12/31/2023 |
ESGE | 317,600 | $10,182 | 12/31/2023 |
IMPACTfolio LLC | 295,951 | $9,539 | 03/31/2024 |
ESGE | 295,951 | $9,539 | 03/31/2024 |
High Note Wealth LLC | 269,069 | $8,626 | 12/31/2023 |
ESGE | 269,069 | $8,626 | 12/31/2023 |
3EDGE Asset Management LP | 256,219 | $8,214 | 12/31/2023 |
ESGE | 256,219 | $8,214 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 213,939 | $6,895 | 03/31/2024 |
ESGE | 213,939 | $6,895 | 03/31/2024 |
MML Investors Services LLC | 203,303 | $6,518 | 12/31/2023 |
ESGE | 203,303 | $6,518 | 12/31/2023 |
SigFig Wealth Management LLC | 189,969 | $6,090 | 12/31/2023 |
ESGE | 189,969 | $6,090 | 12/31/2023 |
Park Avenue Securities LLC | 187,100 | $6,030 | 03/31/2024 |
ESGE | 187,100 | $6,030 | 03/31/2024 |
Susquehanna International Group LLP | $5,961 | 12/31/2023 | |
ESGE | 192,720 | $6,179 | 12/31/2023 |
Put | 6,800 | $218 | 12/31/2023 |
Baird Financial Group Inc. | 181,224 | $5,810 | 12/31/2023 |
ESGE | 181,224 | $5,810 | 12/31/2023 |
Alesco Advisors LLC | 166,622 | $5,342 | 12/31/2023 |
ESGE | 166,622 | $5,342 | 12/31/2023 |
Litman Gregory Asset Management LLC | 166,172 | $5,327 | 12/31/2023 |
ESGE | 166,172 | $5,327 | 12/31/2023 |
Oxford Financial Group Ltd. | 158,041 | $5,067 | 12/31/2023 |
ESGE | 158,041 | $5,067 | 12/31/2023 |
Pallas Capital Advisors LLC | 156,871 | $5,056 | 03/31/2024 |
ESGE | 156,871 | $5,056 | 03/31/2024 |
Private Ocean LLC | 156,256 | $5,036 | 03/31/2024 |
ESGE | 156,256 | $5,036 | 03/31/2024 |
Morningstar Investment Services LLC | 152,452 | $4,886 | 12/31/2023 |
ESGE | 152,452 | $4,886 | 12/31/2023 |
Intergy Private Wealth LLC | 148,757 | $4,794 | 03/31/2024 |
ESGE | 148,757 | $4,794 | 03/31/2024 |
Sand Hill Global Advisors LLC | 145,988 | $4,680 | 12/31/2023 |
ESGE | 145,988 | $4,680 | 12/31/2023 |
Laurel Wealth Planning LLC | 140,875 | $4,540 | 03/31/2024 |
ESGE | 140,875 | $4,540 | 03/31/2024 |
Modera Wealth Management LLC | 140,766 | $4,513 | 12/31/2023 |
ESGE | 140,766 | $4,513 | 12/31/2023 |
Bailard Inc. | 135,888 | $4,357 | 12/31/2023 |
ESGE | 135,888 | $4,357 | 12/31/2023 |
Mariner LLC | 135,457 | $4,343 | 12/31/2023 |
ESGE | 135,457 | $4,343 | 12/31/2023 |
Wrapmanager Inc. | 134,547 | $4,314 | 12/31/2023 |
ESGE | 134,547 | $4,314 | 12/31/2023 |
Raymond James & Associates | 132,625 | $4,275 | 03/31/2024 |
ESGE | 132,625 | $4,275 | 03/31/2024 |
Mather Group LLC. | 133,308 | $4,274 | 03/31/2024 |
ESGE | 133,308 | $4,274 | 03/31/2024 |
Van Hulzen Asset Management LLC | 122,114 | $3,915 | 12/31/2023 |
ESGE | 122,114 | $3,915 | 12/31/2023 |
Connecticut Wealth Management LLC | 120,223 | $3,854 | 12/31/2023 |
ESGE | 120,223 | $3,854 | 12/31/2023 |
Lake Street Advisors Group LLC | 117,870 | $3,779 | 12/31/2023 |
ESGE | 117,870 | $3,779 | 12/31/2023 |
Dohj LLC | 109,187 | $3,519 | 03/31/2024 |
ESGE | 109,187 | $3,519 | 03/31/2024 |
Brown Advisory Inc. | 108,816 | $3,507 | 03/31/2024 |
ESGE | 108,816 | $3,507 | 03/31/2024 |
Avantax Advisory Services Inc. | 103,230 | $3,310 | 12/31/2023 |
ESGE | 103,230 | $3,310 | 12/31/2023 |
Citigroup Inc. | 102,818 | $3,296 | 12/31/2023 |
ESGE | 102,818 | $3,296 | 12/31/2023 |
DAGCO Inc. | 102,147 | $3,275 | 12/31/2023 |
ESGE | 102,147 | $3,275 | 12/31/2023 |
Dynamic Wealth Strategies LLC | 102,147 | $3,275 | 12/31/2023 |
ESGE | 102,147 | $3,275 | 12/31/2023 |
Principal Financial Group Inc. | 101,281 | $3,247 | 12/31/2023 |
ESGE | 101,281 | $3,247 | 12/31/2023 |
Wealthsource Partners LLC | 100,084 | $3,209 | 12/31/2023 |
ESGE | 100,084 | $3,209 | 12/31/2023 |
Savant Capital LLC | 97,065 | $3,112 | 12/31/2023 |
ESGE | 97,065 | $3,112 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 96,276 | $3,103 | 03/31/2024 |
ESGE | 96,276 | $3,103 | 03/31/2024 |
First Ascent Asset Management LLC | 95,923 | $3,075 | 12/31/2023 |
ESGE | 95,923 | $3,075 | 12/31/2023 |
Nottingham Advisors Inc. | 89,172 | $2,859 | 12/31/2023 |
ESGE | 89,172 | $2,859 | 12/31/2023 |
WCM Investment Management LLC | 87,224 | $2,811 | 03/31/2024 |
ESGE | 87,224 | $2,811 | 03/31/2024 |
GWM Advisors LLC | 88,853 | $2,785 | 12/31/2023 |
ESGE | 88,853 | $2,785 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 86,179 | $2,763 | 12/31/2023 |
ESGE | 86,179 | $2,763 | 12/31/2023 |
Hsbc Holdings PLC | 85,425 | $2,739 | 12/31/2023 |
ESGE | 85,425 | $2,739 | 12/31/2023 |
Comerica Bank | 81,580 | $2,615 | 12/31/2023 |
ESGE | 81,580 | $2,615 | 12/31/2023 |
Cetera Advisor Networks LLC | 79,064 | $2,535 | 12/31/2023 |
ESGE | 79,064 | $2,535 | 12/31/2023 |
Advisory Services Network LLC | 78,728 | $2,524 | 12/31/2023 |
ESGE | 78,728 | $2,524 | 12/31/2023 |
Quent Capital LLC | 78,034 | $2,502 | 12/31/2023 |
ESGE | 78,034 | $2,502 | 12/31/2023 |
Thrivent Financial for Lutherans | 76,098 | $2,439 | 12/31/2023 |
ESGE | 76,098 | $2,439 | 12/31/2023 |
Cetera Investment Advisers | 74,881 | $2,401 | 12/31/2023 |
ESGE | 74,881 | $2,401 | 12/31/2023 |
Bank of New York Mellon Corp | 72,712 | $2,344 | 03/31/2024 |
ESGE | 72,712 | $2,344 | 03/31/2024 |
AlTi Global Inc. | 72,353 | $2,320 | 12/31/2023 |
ESGE | 72,353 | $2,320 | 12/31/2023 |
Cerity Partners LLC | 71,607 | $2,296 | 12/31/2023 |
ESGE | 71,607 | $2,296 | 12/31/2023 |
Citadel Advisors LLC | 71,142 | $2,281 | 12/31/2023 |
ESGE | 71,142 | $2,281 | 12/31/2023 |
EQ LLC | 71,012 | $2,277 | 12/31/2023 |
ESGE | 71,012 | $2,277 | 12/31/2023 |
JNBA Financial Advisors | 67,686 | $2,182 | 03/31/2024 |
ESGE | 67,686 | $2,182 | 03/31/2024 |
Allworth Financial LP | 66,787 | $2,153 | 03/31/2024 |
ESGE | 66,787 | $2,153 | 03/31/2024 |
Robertson Stephens Wealth Management LLC | 66,929 | $2,146 | 12/31/2023 |
ESGE | 66,929 | $2,146 | 12/31/2023 |
Apella Capital LLC | 63,563 | $2,091 | 03/31/2024 |
ESGE | 63,563 | $2,091 | 03/31/2024 |
Renaissance Technologies LLC | 63,300 | $2,029 | 12/31/2023 |
ESGE | 63,300 | $2,029 | 12/31/2023 |
Quadrant Capital Group LLC | 63,224 | $2,027 | 12/31/2023 |
ESGE | 63,224 | $2,027 | 12/31/2023 |
Schroder Investment Management Group | 61,421 | $1,969 | 12/31/2023 |
ESGE | 61,421 | $1,969 | 12/31/2023 |
RSM US Wealth Management LLC | 61,358 | $1,967 | 12/31/2023 |
ESGE | 61,358 | $1,967 | 12/31/2023 |
Integrated Wealth Concepts LLC | 60,854 | $1,951 | 12/31/2023 |
ESGE | 60,854 | $1,951 | 12/31/2023 |
Global Retirement Partners LLC | 60,293 | $1,943 | 03/31/2024 |
ESGE | 60,293 | $1,943 | 03/31/2024 |
Axxcess Wealth Management LLC | 60,412 | $1,937 | 12/31/2023 |
ESGE | 60,412 | $1,937 | 12/31/2023 |
Amundi | 58,740 | $1,821 | 12/31/2023 |
ESGE | 58,740 | $1,821 | 12/31/2023 |
Jones Financial Companies Lllp | 56,635 | $1,816 | 12/31/2023 |
ESGE | 56,635 | $1,816 | 12/31/2023 |
Baron Financial Group LLC | 56,577 | $1,814 | 12/31/2023 |
ESGE | 56,577 | $1,814 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 56,486 | $1,811 | 12/31/2023 |
ESGE | 56,486 | $1,811 | 12/31/2023 |
BOKF NA | 55,830 | $1,790 | 12/31/2023 |
ESGE | 55,830 | $1,790 | 12/31/2023 |
Beacon Pointe Advisors LLC | 55,343 | $1,774 | 12/31/2023 |
ESGE | 55,343 | $1,774 | 12/31/2023 |
United Capital Financial Advisers LLC | 54,323 | $1,742 | 12/31/2023 |
ESGE | 54,323 | $1,742 | 12/31/2023 |
SageView Advisory Group LLC | 54,368 | $1,668 | 12/31/2023 |
ESGE | 54,368 | $1,668 | 12/31/2023 |
Twin Focus Capital Partners LLC | 51,691 | $1,657 | 12/31/2023 |
ESGE | 51,691 | $1,657 | 12/31/2023 |
Baystate Wealth Management LLC | 51,493 | $1,651 | 12/31/2023 |
ESGE | 51,493 | $1,651 | 12/31/2023 |
Asset Dedication LLC | 51,066 | $1,646 | 03/31/2024 |
ESGE | 51,066 | $1,646 | 03/31/2024 |
Keybank National Association OH | 50,057 | $1,605 | 12/31/2023 |
ESGE | 50,057 | $1,605 | 12/31/2023 |
Kestra Advisory Services LLC | 49,523 | $1,588 | 12/31/2023 |
ESGE | 49,523 | $1,588 | 12/31/2023 |
Stifel Financial Corp | 49,140 | $1,575 | 12/31/2023 |
ESGE | 49,140 | $1,575 | 12/31/2023 |
JMG Financial Group Ltd. | 49,000 | $1,571 | 12/31/2023 |
ESGE | 49,000 | $1,571 | 12/31/2023 |
Harbour Investments Inc. | 48,242 | $1,547 | 12/31/2023 |
ESGE | 48,242 | $1,547 | 12/31/2023 |
Atria Wealth Solutions Inc. | 48,221 | $1,546 | 12/31/2023 |
ESGE | 48,221 | $1,546 | 12/31/2023 |
Howland Capital Management LLC | 47,916 | $1,536 | 12/31/2023 |
ESGE | 47,916 | $1,536 | 12/31/2023 |
Garde Capital Inc. | 47,819 | $1,533 | 12/31/2023 |
ESGE | 47,819 | $1,533 | 12/31/2023 |
Balanced Rock Investment Advisor | 47,676 | $1,528 | 12/31/2023 |
ESGE | 47,676 | $1,528 | 12/31/2023 |
Pitcairn Co. | 45,390 | $1,455 | 12/31/2023 |
ESGE | 45,390 | $1,455 | 12/31/2023 |
Bear Mountain Capital Inc. | 46,361 | $1,445 | 03/31/2024 |
ESGE | 46,361 | $1,445 | 03/31/2024 |
Wescott Financial Advisory Group LLC | 44,758 | $1,435 | 12/31/2023 |
ESGE | 44,758 | $1,435 | 12/31/2023 |
Assetmark Inc. | 44,442 | $1,425 | 12/31/2023 |
ESGE | 44,442 | $1,425 | 12/31/2023 |
WealthShield Partners LLC | 43,760 | $1,403 | 12/31/2023 |
ESGE | 43,760 | $1,403 | 12/31/2023 |
APCM Wealth Management for Individuals | 43,146 | $1,391 | 03/31/2024 |
ESGE | 43,146 | $1,391 | 03/31/2024 |
Rockefeller Capital Management L.P. | 42,935 | $1,377 | 12/31/2023 |
ESGE | 42,935 | $1,377 | 12/31/2023 |
Affiance Financial LLC | 42,663 | $1,375 | 03/31/2024 |
ESGE | 42,663 | $1,375 | 03/31/2024 |
Alliancebernstein L.P. | 42,752 | $1,371 | 12/31/2023 |
ESGE | 42,752 | $1,371 | 12/31/2023 |
Mutual Advisors LLC | 41,750 | $1,338 | 12/31/2023 |
ESGE | 41,750 | $1,338 | 12/31/2023 |
Citizens Financial Group Inc RI | 41,512 | $1,331 | 12/31/2023 |
ESGE | 41,512 | $1,331 | 12/31/2023 |
Hart & Patterson Financial Group LLC | 41,115 | $1,325 | 03/31/2024 |
ESGE | 41,115 | $1,325 | 03/31/2024 |
Evoke Wealth LLC | 40,448 | $1,297 | 12/31/2023 |
ESGE | 40,448 | $1,297 | 12/31/2023 |
One Wealth Advisors LLC | 39,253 | $1,265 | 03/31/2024 |
ESGE | 39,253 | $1,265 | 03/31/2024 |
Neumann Capital Management LLC | 38,475 | $1,234 | 12/31/2023 |
ESGE | 38,475 | $1,234 | 12/31/2023 |
Omega Financial Group LLC | 37,933 | $1,223 | 03/31/2024 |
ESGE | 37,933 | $1,223 | 03/31/2024 |
Colony Group LLC | 38,109 | $1,222 | 12/31/2023 |
ESGE | 38,109 | $1,222 | 12/31/2023 |
Heritage Wealth Advisors | 38,047 | $1,220 | 12/31/2023 |
ESGE | 38,047 | $1,220 | 12/31/2023 |
Janney Montgomery Scott LLC | 37,945 | $1,217 | 12/31/2023 |
ESGE | 37,945 | $1,217 | 12/31/2023 |
ST Germain D J Co. Inc. | 37,672 | $1,214 | 03/31/2024 |
ESGE | 37,672 | $1,214 | 03/31/2024 |
Blue Edge Capital LLC | 37,085 | $1,189 | 12/31/2023 |
ESGE | 37,085 | $1,189 | 12/31/2023 |
Squarepoint Ops LLC | 36,944 | $1,184 | 12/31/2023 |
ESGE | 36,944 | $1,184 | 12/31/2023 |
Idaho Trust Bank | 36,538 | $1,171 | 12/31/2023 |
ESGE | 36,538 | $1,171 | 12/31/2023 |
Orgel Wealth Management LLC | 36,083 | $1,163 | 03/31/2024 |
ESGE | 36,083 | $1,163 | 03/31/2024 |
Captrust Financial Advisors | 35,509 | $1,138 | 12/31/2023 |
ESGE | 35,509 | $1,138 | 12/31/2023 |
Halbert Hargrove Global Advisors LLC | 35,279 | $1,137 | 03/31/2024 |
ESGE | 35,279 | $1,137 | 03/31/2024 |
Becker Capital Management Inc. | 34,931 | $1,120 | 12/31/2023 |
ESGE | 34,931 | $1,120 | 12/31/2023 |
Truist Financial Corp | 34,342 | $1,101 | 12/31/2023 |
ESGE | 34,342 | $1,101 | 12/31/2023 |
Morling Financial Advisors LLC | 33,947 | $1,088 | 12/31/2023 |
ESGE | 33,947 | $1,088 | 12/31/2023 |
Opes Wealth Management LLC | 33,845 | $1,085 | 12/31/2023 |
ESGE | 33,845 | $1,085 | 12/31/2023 |
Wealth Architects LLC | 33,296 | $1,067 | 12/31/2023 |
ESGE | 33,296 | $1,067 | 12/31/2023 |
Integris Wealth Management LLC | 33,283 | $1,067 | 12/31/2023 |
ESGE | 33,283 | $1,067 | 12/31/2023 |
Objective Capital Management LLC | 32,967 | $1,057 | 12/31/2023 |
ESGE | 32,967 | $1,057 | 12/31/2023 |
Advanced Research Investment Solutions LLC | 32,743 | $1,050 | 12/31/2023 |
ESGE | 32,743 | $1,050 | 12/31/2023 |
REDW Wealth LLC | 32,717 | $1,049 | 12/31/2023 |
ESGE | 32,717 | $1,049 | 12/31/2023 |
Affinity Capital Advisors LLC | 32,429 | $1,045 | 03/31/2024 |
ESGE | 32,429 | $1,045 | 03/31/2024 |
Brown Brothers Harriman & Co. | 32,175 | $1,032 | 12/31/2023 |
ESGE | 32,175 | $1,032 | 12/31/2023 |
Krilogy Financial LLC | 31,912 | $1,029 | 03/31/2024 |
ESGE | 31,912 | $1,029 | 03/31/2024 |
Orion Portfolio Solutions LLC | 32,585 | $1,024 | 12/31/2023 |
ESGE | 32,585 | $1,024 | 12/31/2023 |
Moss Adams Wealth Advisors LLC | 30,834 | $989 | 12/31/2023 |
ESGE | 30,834 | $989 | 12/31/2023 |
Schneider Downs Wealth Management Advisors LP | 30,838 | $989 | 12/31/2023 |
ESGE | 30,838 | $989 | 12/31/2023 |
Y Intercept Hong Kong Ltd | 30,408 | $975 | 12/31/2023 |
ESGE | 30,408 | $975 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 30,297 | $971 | 12/31/2023 |
ESGE | 30,297 | $971 | 12/31/2023 |
LFA Lugano Financial Advisors SA | 30,095 | $965 | 12/31/2023 |
ESGE | 30,095 | $965 | 12/31/2023 |
Staley Capital Advisers Inc. | 30,000 | $962 | 12/31/2023 |
ESGE | 30,000 | $962 | 12/31/2023 |
Regatta Capital Group LLC | 29,753 | $959 | 03/31/2024 |
ESGE | 29,753 | $959 | 03/31/2024 |
Brookstone Capital Management | 29,724 | $958 | 03/31/2024 |
ESGE | 29,724 | $958 | 03/31/2024 |
Franklin Resources Inc. | 29,786 | $955 | 12/31/2023 |
ESGE | 29,786 | $955 | 12/31/2023 |
Equitable Holdings Inc. | 29,762 | $954 | 12/31/2023 |
ESGE | 29,762 | $954 | 12/31/2023 |
Haverford Trust Co. | 28,959 | $928 | 12/31/2023 |
ESGE | 28,959 | $928 | 12/31/2023 |
Trust Co | 28,633 | $923 | 03/31/2024 |
ESGE | 28,633 | $923 | 03/31/2024 |
Financial Gravity Asset Management Inc. | 28,690 | $920 | 12/31/2023 |
ESGE | 28,690 | $920 | 12/31/2023 |
Buckingham Strategic Partners | 27,901 | $895 | 12/31/2023 |
ESGE | 27,901 | $895 | 12/31/2023 |
Institute for Wealth Management LLC. | 27,804 | $891 | 12/31/2023 |
ESGE | 27,804 | $891 | 12/31/2023 |
Cabot Wealth Management Inc. | 27,550 | $883 | 12/31/2023 |
ESGE | 27,550 | $883 | 12/31/2023 |
Parallel Advisors LLC | 26,941 | $864 | 12/31/2023 |
ESGE | 26,941 | $864 | 12/31/2023 |
Weil Company Inc. | 25,859 | $829 | 12/31/2023 |
ESGE | 25,859 | $829 | 12/31/2023 |
Gould Asset Management LLC CA | 25,631 | $822 | 12/31/2023 |
ESGE | 25,631 | $822 | 12/31/2023 |
McKinley Carter Wealth Services Inc. | 25,019 | $806 | 03/31/2024 |
ESGE | 25,019 | $806 | 03/31/2024 |
Maia Wealth LLC | 24,668 | $791 | 12/31/2023 |
ESGE | 24,668 | $791 | 12/31/2023 |
Perigon Wealth Management LLC | 24,618 | $789 | 12/31/2023 |
ESGE | 24,618 | $789 | 12/31/2023 |
Qube Research & Technologies Ltd | 24,280 | $778 | 12/31/2023 |
ESGE | 24,280 | $778 | 12/31/2023 |
Horst & Graben Wealth Management LLC | 23,732 | $765 | 03/31/2024 |
ESGE | 23,732 | $765 | 03/31/2024 |
Hilltop Wealth Advisors LLC | 23,638 | $762 | 03/31/2024 |
ESGE | 23,638 | $762 | 03/31/2024 |
Prudential Financial Inc. | 23,758 | $762 | 12/31/2023 |
ESGE | 23,758 | $762 | 12/31/2023 |
Vision Capital Management Inc. | 23,511 | $754 | 12/31/2023 |
ESGE | 23,511 | $754 | 12/31/2023 |
UMA Financial Services Inc. | 24,043 | $750 | 03/31/2024 |
ESGE | 24,043 | $750 | 03/31/2024 |
TNF LLC | 23,500 | $747 | 03/31/2024 |
ESGE | 23,500 | $747 | 03/31/2024 |
Cresset Asset Management LLC | 23,001 | $737 | 12/31/2023 |
ESGE | 23,001 | $737 | 12/31/2023 |
White Lighthouse Investment Management Inc. | 21,874 | $701 | 12/31/2023 |
ESGE | 21,874 | $701 | 12/31/2023 |
Tradition Wealth Management LLC | 21,840 | $700 | 12/31/2023 |
ESGE | 21,840 | $700 | 12/31/2023 |
Focus Financial Network Inc. ADV | 21,804 | $699 | 12/31/2023 |
ESGE | 21,804 | $699 | 12/31/2023 |
Grimes & Company Inc. | 21,635 | $697 | 03/31/2024 |
ESGE | 21,635 | $697 | 03/31/2024 |
GenTrust LLC | 21,437 | $691 | 03/31/2024 |
ESGE | 21,437 | $691 | 03/31/2024 |
National Asset Management Inc. | 21,415 | $687 | 12/31/2023 |
ESGE | 21,415 | $687 | 12/31/2023 |
Sharkey Howes & Javer | 21,113 | $680 | 03/31/2024 |
ESGE | 21,113 | $680 | 03/31/2024 |
Trilogy Capital Inc. | 20,237 | $652 | 03/31/2024 |
ESGE | 20,237 | $652 | 03/31/2024 |
Natixis Advisors L.P. | 19,961 | $643 | 03/31/2024 |
ESGE | 19,961 | $643 | 03/31/2024 |
Focus Financial Network Inc. | 20,444 | $640 | 03/31/2024 |
ESGE | 20,444 | $640 | 03/31/2024 |
Commerce Bank | 19,373 | $621 | 12/31/2023 |
ESGE | 19,373 | $621 | 12/31/2023 |
RTD Financial Advisors Inc. | 19,246 | $620 | 03/31/2024 |
ESGE | 19,246 | $620 | 03/31/2024 |
Shepherd Financial Partners LLC | 19,213 | $619 | 03/31/2024 |
ESGE | 19,213 | $619 | 03/31/2024 |
Bond & Devick Financial Network Inc. | 19,084 | $615 | 03/31/2024 |
ESGE | 19,084 | $615 | 03/31/2024 |
Onyx Bridge Wealth Group LLC | 18,938 | $607 | 12/31/2023 |
ESGE | 18,938 | $607 | 12/31/2023 |
US Financial Advisors LLC | 18,686 | $599 | 12/31/2023 |
ESGE | 18,686 | $599 | 12/31/2023 |
Raymond James Trust N.A. | 18,480 | $596 | 03/31/2024 |
ESGE | 18,480 | $596 | 03/31/2024 |
Vontobel Holding Ltd. | 18,569 | $595 | 12/31/2023 |
ESGE | 18,569 | $595 | 12/31/2023 |
Wedbush Securities Inc. | 18,340 | $588 | 12/31/2023 |
ESGE | 18,340 | $588 | 12/31/2023 |
CENTRAL TRUST Co | 18,173 | $586 | 03/31/2024 |
ESGE | 18,173 | $586 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 18,111 | $584 | 03/31/2024 |
ESGE | 18,111 | $584 | 03/31/2024 |
CIBC Asset Management Inc | 17,970 | $576 | 12/31/2023 |
ESGE | 17,970 | $576 | 12/31/2023 |
Mascoma Wealth Management LLC | 17,702 | $568 | 12/31/2023 |
ESGE | 17,702 | $568 | 12/31/2023 |
OLIO Financial Planning | 17,682 | $567 | 03/31/2024 |
ESGE | 17,682 | $567 | 03/31/2024 |
Addison Advisors LLC | 17,647 | $566 | 12/31/2023 |
ESGE | 17,647 | $566 | 12/31/2023 |
Montecito Bank & Trust | 17,397 | $561 | 03/31/2024 |
ESGE | 17,397 | $561 | 03/31/2024 |
Financial Partners Group Inc | 17,395 | $558 | 12/31/2023 |
ESGE | 17,395 | $558 | 12/31/2023 |
PFG Investments LLC | 17,130 | $552 | 03/31/2024 |
ESGE | 17,130 | $552 | 03/31/2024 |
Aptus Capital Advisors LLC | 17,231 | $552 | 12/31/2023 |
ESGE | 17,231 | $552 | 12/31/2023 |
Dfpg Investments LLC | 17,436 | $548 | 12/31/2023 |
ESGE | 17,436 | $548 | 12/31/2023 |
Coldstream Capital Management Inc. | 16,743 | $537 | 12/31/2023 |
ESGE | 16,743 | $537 | 12/31/2023 |
Snowden Capital Advisors LLC | 16,540 | $530 | 12/31/2023 |
ESGE | 16,540 | $530 | 12/31/2023 |
Wharton Business Group LLC | 16,225 | $520 | 12/31/2023 |
ESGE | 16,225 | $520 | 12/31/2023 |
Meridian Wealth Partners LLC | 16,158 | $518 | 12/31/2023 |
ESGE | 16,158 | $518 | 12/31/2023 |
DHK Financial Advisors Inc. | 16,073 | $515 | 12/31/2023 |
ESGE | 16,073 | $515 | 12/31/2023 |
Plancorp LLC | 16,030 | $514 | 12/31/2023 |
ESGE | 16,030 | $514 | 12/31/2023 |
RHS Financial LLC | 15,641 | $504 | 03/31/2024 |
ESGE | 15,641 | $504 | 03/31/2024 |
Boston Private Wealth LLC | 15,470 | $496 | 12/31/2023 |
ESGE | 15,470 | $496 | 12/31/2023 |
BSW Wealth Partners | 15,273 | $492 | 03/31/2024 |
ESGE | 15,273 | $492 | 03/31/2024 |
Private Wealth Management Group LLC | 15,311 | $491 | 12/31/2023 |
ESGE | 15,311 | $491 | 12/31/2023 |
Parkside Advisors LLC | 15,190 | $490 | 03/31/2024 |
ESGE | 15,190 | $490 | 03/31/2024 |
TriaGen Wealth Management LLC | 14,939 | $481 | 03/31/2024 |
ESGE | 14,939 | $481 | 03/31/2024 |
Sage Advisory Services Ltd.Co. | 14,882 | $480 | 03/31/2024 |
ESGE | 14,882 | $480 | 03/31/2024 |
Farther Finance Advisors LLC | 14,838 | $476 | 12/31/2023 |
ESGE | 14,838 | $476 | 12/31/2023 |
Falcon Wealth Planning | 14,737 | $475 | 03/31/2024 |
ESGE | 14,737 | $475 | 03/31/2024 |
Fort Point Capital Partners LLC | 14,745 | $473 | 12/31/2023 |
ESGE | 14,745 | $473 | 12/31/2023 |
Verus Capital Partners LLC | 14,744 | $473 | 12/31/2023 |
ESGE | 14,744 | $473 | 12/31/2023 |
Keel Point LLC | 14,602 | $471 | 03/31/2024 |
ESGE | 14,602 | $471 | 03/31/2024 |
Smart Portfolios LLC | 14,875 | $471 | 12/31/2023 |
ESGE | 14,875 | $471 | 12/31/2023 |
Summit Wealth Group LLC | 14,628 | $469 | 12/31/2023 |
ESGE | 14,628 | $469 | 12/31/2023 |
Ritholtz Wealth Management | 14,460 | $466 | 03/31/2024 |
ESGE | 14,460 | $466 | 03/31/2024 |
Sage Financial Group Inc. | 14,499 | $465 | 12/31/2023 |
ESGE | 14,499 | $465 | 12/31/2023 |
Brandywine Oak Private Wealth LLC | 14,505 | $465 | 12/31/2023 |
ESGE | 14,505 | $465 | 12/31/2023 |
Proequities Inc. | 14,300 | $458 | 12/31/2023 |
ESGE | 14,300 | $458 | 12/31/2023 |
AE Wealth Management LLC | 14,752 | $456 | 12/31/2023 |
ESGE | 14,752 | $456 | 12/31/2023 |
HB Wealth Management LLC | 13,956 | $447 | 12/31/2023 |
ESGE | 13,956 | $447 | 12/31/2023 |
CWM LLC | 13,725 | $442 | 03/31/2024 |
ESGE | 13,725 | $442 | 03/31/2024 |
Boston Standard Wealth Management LLC | 13,613 | $439 | 03/31/2024 |
ESGE | 13,613 | $439 | 03/31/2024 |
Keebeck Wealth Management LLC | 13,482 | $432 | 12/31/2023 |
ESGE | 13,482 | $432 | 12/31/2023 |
Pathstone Holdings LLC | 13,458 | $431 | 12/31/2023 |
ESGE | 13,458 | $431 | 12/31/2023 |
Ameraudi Asset Management Inc. | 13,309 | $427 | 12/31/2023 |
ESGE | 13,309 | $427 | 12/31/2023 |
Perennial Investment Advisors LLC | 13,283 | $426 | 12/31/2023 |
ESGE | 13,283 | $426 | 12/31/2023 |
Private Trust Co. NA | 13,079 | $422 | 03/31/2024 |
ESGE | 13,079 | $422 | 03/31/2024 |
Long Run Wealth Advisors LLC | 13,045 | $420 | 03/31/2024 |
ESGE | 13,045 | $420 | 03/31/2024 |
Bell Investment Advisors Inc | 13,089 | $420 | 12/31/2023 |
ESGE | 13,089 | $420 | 12/31/2023 |
Financial Life Advisors | 12,911 | $416 | 03/31/2024 |
ESGE | 12,911 | $416 | 03/31/2024 |
Corrigan Financial Inc. | 12,727 | $410 | 03/31/2024 |
ESGE | 12,727 | $410 | 03/31/2024 |
Jordan Park Group LLC | 12,767 | $409 | 12/31/2023 |
ESGE | 12,767 | $409 | 12/31/2023 |
Private Advisor Group LLC | 12,724 | $408 | 12/31/2023 |
ESGE | 12,724 | $408 | 12/31/2023 |
Portland Global Advisors LLC | 12,660 | $406 | 12/31/2023 |
ESGE | 12,660 | $406 | 12/31/2023 |
Capital Analysts LLC | 12,613 | $404 | 12/31/2023 |
ESGE | 12,613 | $404 | 12/31/2023 |
Evergreen Capital Management LLC | 12,584 | $403 | 12/31/2023 |
ESGE | 12,584 | $403 | 12/31/2023 |
HRT Financial LP | 12,572 | $403 | 12/31/2023 |
ESGE | 12,572 | $403 | 12/31/2023 |
Larson Financial Group LLC | 12,536 | $402 | 12/31/2023 |
ESGE | 12,536 | $402 | 12/31/2023 |
Cetera Advisors LLC | 12,517 | $401 | 12/31/2023 |
ESGE | 12,517 | $401 | 12/31/2023 |
Warren Street Wealth Advisors LLC | 12,391 | $397 | 12/31/2023 |
ESGE | 12,391 | $397 | 12/31/2023 |
Hardy Reed LLC | 12,215 | $392 | 12/31/2023 |
ESGE | 12,215 | $392 | 12/31/2023 |
Fortis Capital Management LLC | 11,975 | $384 | 12/31/2023 |
ESGE | 11,975 | $384 | 12/31/2023 |
Patriot Financial Group Insurance Agency LLC | 11,861 | $380 | 12/31/2023 |
ESGE | 11,861 | $380 | 12/31/2023 |
Austin Private Wealth LLC | 11,677 | $378 | 03/31/2024 |
ESGE | 11,677 | $378 | 03/31/2024 |
Unionview LLC | 11,774 | $377 | 12/31/2023 |
ESGE | 11,774 | $377 | 12/31/2023 |
First Foundation Advisors | 11,681 | $374 | 12/31/2023 |
ESGE | 11,681 | $374 | 12/31/2023 |
Shotwell Rutter Baer Inc | 11,245 | $370 | 03/31/2024 |
ESGE | 11,245 | $370 | 03/31/2024 |
Cobblestone Capital Advisors LLC NY | 11,277 | $362 | 12/31/2023 |
ESGE | 11,277 | $362 | 12/31/2023 |
Resources Investment Advisors LLC. | 11,292 | $362 | 12/31/2023 |
ESGE | 11,292 | $362 | 12/31/2023 |
Financial Insights Inc. | 11,168 | $360 | 03/31/2024 |
ESGE | 11,168 | $360 | 03/31/2024 |
Townsquare Capital LLC | 11,026 | $353 | 12/31/2023 |
ESGE | 11,026 | $353 | 12/31/2023 |
GYL Financial Synergies LLC | 11,014 | $353 | 12/31/2023 |
ESGE | 11,014 | $353 | 12/31/2023 |
Pine Haven Investment Counsel Inc | 10,921 | $352 | 03/31/2024 |
ESGE | 10,921 | $352 | 03/31/2024 |
AdvisorNet Financial Inc | 10,870 | $350 | 03/31/2024 |
ESGE | 10,870 | $350 | 03/31/2024 |
Community Bank N.A. | 10,920 | $350 | 12/31/2023 |
ESGE | 10,920 | $350 | 12/31/2023 |
Apollon Wealth Management LLC | 10,873 | $349 | 12/31/2023 |
ESGE | 10,873 | $349 | 12/31/2023 |
Concord Wealth Partners | 10,598 | $340 | 12/31/2023 |
ESGE | 10,598 | $340 | 12/31/2023 |
Heritage Trust Co | 10,390 | $333 | 12/31/2023 |
ESGE | 10,390 | $333 | 12/31/2023 |
Huntington National Bank | 10,296 | $330 | 12/31/2023 |
ESGE | 10,296 | $330 | 12/31/2023 |
Valeo Financial Advisors LLC | 10,337 | $328 | 03/31/2024 |
ESGE | 10,337 | $328 | 03/31/2024 |
Wealthcare Advisory Partners LLC | 10,138 | $327 | 03/31/2024 |
ESGE | 10,138 | $327 | 03/31/2024 |
Presilium Private Wealth LLC | 10,055 | $322 | 12/31/2023 |
ESGE | 10,055 | $322 | 12/31/2023 |
Williams & Novak LLC | 9,844 | $316 | 03/31/2024 |
ESGE | 9,844 | $316 | 03/31/2024 |
MA Private Wealth | 9,769 | $313 | 12/31/2023 |
ESGE | 9,769 | $313 | 12/31/2023 |
BLB&B Advisors LLC | 9,640 | $311 | 03/31/2024 |
ESGE | 9,640 | $311 | 03/31/2024 |
Regal Investment Advisors LLC | 9,688 | $311 | 12/31/2023 |
ESGE | 9,688 | $311 | 12/31/2023 |
Argent Trust Co | 9,643 | $309 | 12/31/2023 |
ESGE | 9,643 | $309 | 12/31/2023 |
Massachusetts Financial Services Co. MA | 9,545 | $306 | 12/31/2023 |
ESGE | 9,545 | $306 | 12/31/2023 |
Aaron Wealth Advisors | 9,469 | $305 | 03/31/2024 |
ESGE | 9,469 | $305 | 03/31/2024 |
Cypress Wealth Services LLC | 9,219 | $297 | 03/31/2024 |
ESGE | 9,219 | $297 | 03/31/2024 |
Keystone Financial Services | 9,266 | $297 | 12/31/2023 |
ESGE | 9,266 | $297 | 12/31/2023 |
Cranbrook Wealth Management LLC | 9,038 | $291 | 03/31/2024 |
ESGE | 9,038 | $291 | 03/31/2024 |
Strategic Blueprint LLC | 8,940 | $288 | 03/31/2024 |
ESGE | 8,940 | $288 | 03/31/2024 |
Financial Counselors Inc. | 8,982 | $288 | 12/31/2023 |
ESGE | 8,982 | $288 | 12/31/2023 |
Rothschild & Co Wealth Management UK Ltd | 8,938 | $287 | 12/31/2023 |
ESGE | 8,938 | $287 | 12/31/2023 |
Stephens Consulting LLC | 8,816 | $284 | 03/31/2024 |
ESGE | 8,816 | $284 | 03/31/2024 |
CAPROCK Group Inc. | 8,750 | $281 | 12/31/2023 |
ESGE | 8,750 | $281 | 12/31/2023 |
PDS Planning Inc | 8,739 | $280 | 12/31/2023 |
ESGE | 8,739 | $280 | 12/31/2023 |
Moller Financial Services | 8,658 | $279 | 03/31/2024 |
ESGE | 8,658 | $279 | 03/31/2024 |
Banco Bilbao Vizcaya Argentaria S.A. | 8,622 | $276 | 12/31/2023 |
ESGE | 8,622 | $276 | 12/31/2023 |
Washington Trust Bank | 8,550 | $274 | 12/31/2023 |
ESGE | 8,550 | $274 | 12/31/2023 |
Spinnaker Trust | 8,509 | $273 | 12/31/2023 |
ESGE | 8,509 | $273 | 12/31/2023 |
Pensionmark Financial Group LLC | 8,518 | $273 | 12/31/2023 |
ESGE | 8,518 | $273 | 12/31/2023 |
Sharper & Granite LLC | 8,338 | $270 | 03/31/2024 |
ESGE | 8,338 | $270 | 03/31/2024 |
Lincoln National Corp | 8,432 | $270 | 12/31/2023 |
ESGE | 8,432 | $270 | 12/31/2023 |
Capasso Planning Partners LLC | 8,299 | $267 | 03/31/2024 |
ESGE | 8,299 | $267 | 03/31/2024 |
Wiley BROS. Aintree Capital LLC | 8,088 | $261 | 03/31/2024 |
ESGE | 8,088 | $261 | 03/31/2024 |
Equita Financial Network Inc. | 8,053 | $258 | 12/31/2023 |
ESGE | 8,053 | $258 | 12/31/2023 |
Wealth Alliance | 7,910 | $254 | 12/31/2023 |
ESGE | 7,910 | $254 | 12/31/2023 |
Summit X LLC | 7,821 | $251 | 12/31/2023 |
ESGE | 7,821 | $251 | 12/31/2023 |
Acorn Financial Advisory Services Inc. ADV | 7,790 | $250 | 12/31/2023 |
ESGE | 7,790 | $250 | 12/31/2023 |
First Horizon Advisors Inc. | 7,703 | $248 | 03/31/2024 |
ESGE | 7,703 | $248 | 03/31/2024 |
Stratos Wealth Partners LTD. | 7,656 | $247 | 03/31/2024 |
ESGE | 7,656 | $247 | 03/31/2024 |
WT Wealth Management | 7,682 | $246 | 12/31/2023 |
ESGE | 7,682 | $246 | 12/31/2023 |
Columbia Trust Co 01012016 | 7,685 | $246 | 12/31/2023 |
ESGE | 7,685 | $246 | 12/31/2023 |
Great Diamond Partners LLC | 7,619 | $244 | 12/31/2023 |
ESGE | 7,619 | $244 | 12/31/2023 |
Worth Financial Advisory Group LLC | 7,542 | $242 | 12/31/2023 |
ESGE | 7,542 | $242 | 12/31/2023 |
Eqis Capital Management Inc. | 7,468 | $239 | 12/31/2023 |
ESGE | 7,468 | $239 | 12/31/2023 |
We Are One Seven LLC | 7,466 | $239 | 12/31/2023 |
ESGE | 7,466 | $239 | 12/31/2023 |
Tcwp LLC | 7,466 | $239 | 12/31/2023 |
ESGE | 7,466 | $239 | 12/31/2023 |
Willow Creek Wealth Management Inc. | 7,432 | $238 | 12/31/2023 |
ESGE | 7,432 | $238 | 12/31/2023 |
Clarius Group LLC | 7,360 | $237 | 03/31/2024 |
ESGE | 7,360 | $237 | 03/31/2024 |
Sigma Investment Counselors Inc. | 7,334 | $236 | 03/31/2024 |
ESGE | 7,334 | $236 | 03/31/2024 |
Octavia Wealth Advisors LLC | 7,327 | $236 | 03/31/2024 |
ESGE | 7,327 | $236 | 03/31/2024 |
Kingsview Wealth Management LLC | 7,362 | $236 | 12/31/2023 |
ESGE | 7,362 | $236 | 12/31/2023 |
One Wealth Management Investment & Advisory Services LLC | 7,358 | $236 | 12/31/2023 |
ESGE | 7,358 | $236 | 12/31/2023 |
Cambridge Trust Co. | 7,331 | $235 | 12/31/2023 |
ESGE | 7,331 | $235 | 12/31/2023 |
STA Wealth Management LLC | 7,267 | $233 | 12/31/2023 |
ESGE | 7,267 | $233 | 12/31/2023 |
Millburn Ridgefield Corp | 7,193 | $232 | 03/31/2024 |
ESGE | 7,193 | $232 | 03/31/2024 |
ABLE Financial Group LLC | 7,234 | $232 | 12/31/2023 |
ESGE | 7,234 | $232 | 12/31/2023 |
Libra Wealth LLC | 7,187 | $230 | 12/31/2023 |
ESGE | 7,187 | $230 | 12/31/2023 |
Morton Brown Family Wealth LLC | 7,014 | $226 | 03/31/2024 |
ESGE | 7,014 | $226 | 03/31/2024 |
Bigelow Investment Advisors LLC | 7,048 | $226 | 12/31/2023 |
ESGE | 7,048 | $226 | 12/31/2023 |
Bangor Savings Bank | 6,989 | $225 | 03/31/2024 |
ESGE | 6,989 | $225 | 03/31/2024 |
High Falls Advisors Inc | 7,028 | $225 | 12/31/2023 |
ESGE | 7,028 | $225 | 12/31/2023 |
Tarbox Family Office Inc. | 6,788 | $219 | 03/31/2024 |
ESGE | 6,788 | $219 | 03/31/2024 |
Arete Wealth Advisors LLC | 6,828 | $219 | 12/31/2023 |
ESGE | 6,828 | $219 | 12/31/2023 |
International Assets Investment Management LLC | 6,721 | $217 | 03/31/2024 |
ESGE | 6,721 | $217 | 03/31/2024 |
Evergreen Private Wealth LLC | 6,727 | $217 | 03/31/2024 |
ESGE | 6,727 | $217 | 03/31/2024 |
New York Life Investment Management LLC | 6,722 | $216 | 12/31/2023 |
ESGE | 6,722 | $216 | 12/31/2023 |
Deutsche Bank AG | 6,675 | $214 | 12/31/2023 |
ESGE | 6,675 | $214 | 12/31/2023 |
Leverty Financial Group LLC | 6,595 | $213 | 03/31/2024 |
ESGE | 6,595 | $213 | 03/31/2024 |
Armstrong Fleming & Moore Inc | 6,531 | $211 | 03/31/2024 |
ESGE | 6,531 | $211 | 03/31/2024 |
Peak Financial Management Inc. | 6,524 | $210 | 03/31/2024 |
ESGE | 6,524 | $210 | 03/31/2024 |
Tortoise Investment Management LLC | 6,552 | $210 | 12/31/2023 |
ESGE | 6,552 | $210 | 12/31/2023 |
W Advisors LLC | 6,455 | $208 | 03/31/2024 |
ESGE | 6,455 | $208 | 03/31/2024 |
Elwood & Goetz Wealth Advisory Group LLC | 6,394 | $206 | 03/31/2024 |
ESGE | 6,394 | $206 | 03/31/2024 |
One Day In July LLC | 6,401 | $206 | 03/31/2024 |
ESGE | 6,401 | $206 | 03/31/2024 |
Retirement Income Solutions Inc | 6,414 | $206 | 12/31/2023 |
ESGE | 6,414 | $206 | 12/31/2023 |
Quadrant Private Wealth Management LLC | 6,397 | $205 | 12/31/2023 |
ESGE | 6,397 | $205 | 12/31/2023 |
ZRC Wealth Management LLC | 6,317 | $204 | 03/31/2024 |
ESGE | 6,317 | $204 | 03/31/2024 |
CFM Wealth Partners LLC | 6,311 | $203 | 03/31/2024 |
ESGE | 6,311 | $203 | 03/31/2024 |
HTLF Bank | 6,245 | $201 | 03/31/2024 |
ESGE | 6,245 | $201 | 03/31/2024 |
Annis Gardner Whiting Capital Advisors LLC | 6,070 | $195 | 12/31/2023 |
ESGE | 6,070 | $195 | 12/31/2023 |
Keener Financial Planning LLC | 5,469 | $175 | 12/31/2023 |
ESGE | 5,469 | $175 | 12/31/2023 |
Bogart Wealth LLC | 5,300 | $171 | 03/31/2024 |
ESGE | 5,300 | $171 | 03/31/2024 |
Bbjs Financial Advisors LLC | 4,675 | $150 | 12/31/2023 |
ESGE | 4,675 | $150 | 12/31/2023 |
PrairieView Partners LLC | 4,509 | $145 | 12/31/2023 |
ESGE | 4,509 | $145 | 12/31/2023 |
Macroview Investment Management LLC | 4,428 | $142 | 12/31/2023 |
ESGE | 4,428 | $142 | 12/31/2023 |
Tower Research Capital LLC TRC | 4,377 | $140 | 12/31/2023 |
ESGE | 4,377 | $140 | 12/31/2023 |
Morris Financial Concepts Inc. | 4,262 | $137 | 03/31/2024 |
ESGE | 4,262 | $137 | 03/31/2024 |
Principal Securities Inc. | 4,226 | $135 | 12/31/2023 |
ESGE | 4,226 | $135 | 12/31/2023 |
Valley National Advisers Inc. | 4,140 | $133 | 03/31/2024 |
ESGE | 4,140 | $133 | 03/31/2024 |
Fiduciary Counselling Inc. | 3,972 | $127 | 12/31/2023 |
ESGE | 3,972 | $127 | 12/31/2023 |
McClarren Financial Advisors Inc. | 3,930 | $126 | 12/31/2023 |
ESGE | 3,930 | $126 | 12/31/2023 |
Union Savings Bank | 3,900 | $125 | 12/31/2023 |
ESGE | 3,900 | $125 | 12/31/2023 |
Spire Wealth Management | 3,810 | $123 | 03/31/2024 |
ESGE | 3,810 | $123 | 03/31/2024 |
Venturi Wealth Management LLC | 3,744 | $121 | 03/31/2024 |
ESGE | 3,744 | $121 | 03/31/2024 |
Rosenberg Matthew Hamilton | 3,621 | $117 | 03/31/2024 |
ESGE | 3,621 | $117 | 03/31/2024 |
AlphaCore Capital LLC | 3,538 | $113 | 12/31/2023 |
ESGE | 3,538 | $113 | 12/31/2023 |
American Capital Advisory LLC | 3,428 | $110 | 12/31/2023 |
ESGE | 3,428 | $110 | 12/31/2023 |
Provence Wealth Management Group | 3,056 | $98 | 12/31/2023 |
ESGE | 3,056 | $98 | 12/31/2023 |
Whittier Trust Co. | 3,038 | $97 | 12/31/2023 |
ESGE | 3,038 | $97 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 2,998 | $96 | 12/31/2023 |
ESGE | 2,998 | $96 | 12/31/2023 |
Bartlett & Co. LLC | 2,875 | $92 | 12/31/2023 |
ESGE | 2,875 | $92 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 2,875 | $92 | 12/31/2023 |
ESGE | 2,875 | $92 | 12/31/2023 |
Bank of Montreal Can | 2,727 | $88 | 12/31/2023 |
ESGE | 2,727 | $88 | 12/31/2023 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 2,574 | $82 | 12/31/2023 |
ESGE | 2,574 | $82 | 12/31/2023 |
Signaturefd LLC | 2,249 | $72 | 12/31/2023 |
ESGE | 2,249 | $72 | 12/31/2023 |
Rockbridge Investment Management LCC | 2,162 | $69 | 12/31/2023 |
ESGE | 2,162 | $69 | 12/31/2023 |
4Thought Financial Group Inc. | 2,096 | $68 | 03/31/2024 |
ESGE | 2,096 | $68 | 03/31/2024 |
NBT Bank N A NY | 2,018 | $65 | 03/31/2024 |
ESGE | 2,018 | $65 | 03/31/2024 |
Oakworth Capital Inc. | 2,004 | $65 | 03/31/2024 |
ESGE | 2,004 | $65 | 03/31/2024 |
C M Bidwell & Associates Ltd. | 1,953 | $63 | 12/31/2023 |
ESGE | 1,953 | $63 | 12/31/2023 |
ORG Partners LLC | 1,951 | $63 | 12/31/2023 |
ESGE | 1,951 | $63 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 1,897 | $61 | 12/31/2023 |
ESGE | 1,897 | $61 | 12/31/2023 |
Covestor Ltd | 1,888 | $61 | 12/31/2023 |
ESGE | 1,888 | $61 | 12/31/2023 |
Sunbelt Securities Inc. | 1,859 | $60 | 03/31/2024 |
ESGE | 1,859 | $60 | 03/31/2024 |
Sound Income Strategies LLC | 1,818 | $59 | 03/31/2024 |
ESGE | 1,818 | $59 | 03/31/2024 |
Glenmede Trust Co. NA | 1,788 | $57 | 12/31/2023 |
ESGE | 1,788 | $57 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 1,610 | $52 | 03/31/2024 |
ESGE | 1,610 | $52 | 03/31/2024 |
Vermillion & White Wealth Management Group LLC | 1,632 | $52 | 12/31/2023 |
ESGE | 1,632 | $52 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 1,584 | $51 | 12/31/2023 |
ESGE | 1,584 | $51 | 12/31/2023 |
WealthCollab LLC | 1,562 | $50 | 12/31/2023 |
ESGE | 1,562 | $50 | 12/31/2023 |
Gould Capital LLC | 1,440 | $46 | 12/31/2023 |
ESGE | 1,440 | $46 | 12/31/2023 |
Motco | 1,403 | $45 | 12/31/2023 |
ESGE | 1,403 | $45 | 12/31/2023 |
Rice Partnership LLC | 1,369 | $44 | 12/31/2023 |
ESGE | 1,369 | $44 | 12/31/2023 |
Tompkins Financial Corp | 1,289 | $42 | 03/31/2024 |
ESGE | 1,289 | $42 | 03/31/2024 |
Spectrum Wealth Counsel LLC | 1,307 | $42 | 12/31/2023 |
ESGE | 1,307 | $42 | 12/31/2023 |
Bfsg LLC | 1,272 | $41 | 03/31/2024 |
ESGE | 1,272 | $41 | 03/31/2024 |
BOK Financial Private Wealth Inc. | 1,208 | $39 | 12/31/2023 |
ESGE | 1,208 | $39 | 12/31/2023 |
Clarity Asset Management Inc. | 1,231 | $39 | 12/31/2023 |
ESGE | 1,231 | $39 | 12/31/2023 |
BNP Paribas Arbitrage SA | 1,193 | $38 | 12/31/2023 |
ESGE | 1,193 | $38 | 12/31/2023 |
Ancora Advisors LLC | 1,170 | $38 | 12/31/2023 |
ESGE | 1,170 | $38 | 12/31/2023 |
JFS Wealth Advisors LLC | 1,163 | $37 | 12/31/2023 |
ESGE | 1,163 | $37 | 12/31/2023 |
McIlrath & Eck LLC | 1,099 | $35 | 12/31/2023 |
ESGE | 1,099 | $35 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 1,046 | $34 | 12/31/2023 |
ESGE | 1,046 | $34 | 12/31/2023 |
Scarborough Advisors LLC | 1,044 | $33 | 12/31/2023 |
ESGE | 1,044 | $33 | 12/31/2023 |
Koesten Hirschmann & Crabtree INC. | 1,025 | $33 | 12/31/2023 |
ESGE | 1,025 | $33 | 12/31/2023 |
Coppell Advisory Solutions LLC | 1,012 | $32 | 12/31/2023 |
ESGE | 1,012 | $32 | 12/31/2023 |
Trust Co. of Vermont | 964 | $31 | 12/31/2023 |
ESGE | 964 | $31 | 12/31/2023 |
EverSource Wealth Advisors LLC | 968 | $31 | 12/31/2023 |
ESGE | 968 | $31 | 12/31/2023 |
Cornerstone Planning Group LLC | 954 | $31 | 12/31/2023 |
ESGE | 954 | $31 | 12/31/2023 |
Voisard Asset Management Group Inc. | 919 | $30 | 03/31/2024 |
ESGE | 919 | $30 | 03/31/2024 |
Geneos Wealth Management Inc. | 911 | $29 | 12/31/2023 |
ESGE | 911 | $29 | 12/31/2023 |
Wit LLC | 889 | $29 | 12/31/2023 |
ESGE | 889 | $29 | 12/31/2023 |
NBC Securities Inc. | 868 | $27 | 03/31/2024 |
ESGE | 868 | $27 | 03/31/2024 |
Smithfield Trust Co. | 762 | $23 | 12/31/2023 |
ESGE | 762 | $23 | 12/31/2023 |
Pittenger & Anderson Inc. | 725 | $23 | 12/31/2023 |
ESGE | 725 | $23 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 704 | $23 | 12/31/2023 |
ESGE | 704 | $23 | 12/31/2023 |
Pinnacle Bank | 645 | $21 | 03/31/2024 |
ESGE | 645 | $21 | 03/31/2024 |
ICA Group Wealth Management LLC | 647 | $21 | 12/31/2023 |
ESGE | 647 | $21 | 12/31/2023 |
Able Wealth Management LLC | 648 | $21 | 12/31/2023 |
ESGE | 648 | $21 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 632 | $20 | 12/31/2023 |
ESGE | 632 | $20 | 12/31/2023 |
Winthrop Capital Management LLC | 624 | $20 | 12/31/2023 |
ESGE | 624 | $20 | 12/31/2023 |
Headlands Technologies LLC | 600 | $19 | 12/31/2023 |
ESGE | 600 | $19 | 12/31/2023 |
FinTrust Capital Advisors LLC | 570 | $18 | 12/31/2023 |
ESGE | 570 | $18 | 12/31/2023 |
Howe & Rusling Inc. | 506 | $16 | 12/31/2023 |
ESGE | 506 | $16 | 12/31/2023 |
Impact Partnership Wealth LLC | 506 | $16 | 12/31/2023 |
ESGE | 506 | $16 | 12/31/2023 |
Founders Financial Alliance LLC | 480 | $15 | 12/31/2023 |
ESGE | 480 | $15 | 12/31/2023 |
New Republic Capital LLC | 471 | $15 | 12/31/2023 |
ESGE | 471 | $15 | 12/31/2023 |
Center for Financial Planning Inc. | 424 | $14 | 03/31/2024 |
ESGE | 424 | $14 | 03/31/2024 |
TD Capital Management LLC | 425 | $14 | 12/31/2023 |
ESGE | 425 | $14 | 12/31/2023 |
Operose Advisors LLC | 425 | $14 | 12/31/2023 |
ESGE | 425 | $14 | 12/31/2023 |
Financial Advisory Service Inc. | 416 | $13 | 12/31/2023 |
ESGE | 416 | $13 | 12/31/2023 |
Crewe Advisors LLC | 399 | $13 | 12/31/2023 |
ESGE | 399 | $13 | 12/31/2023 |
Ronald Blue Trust Inc. | 419 | $13 | 12/31/2023 |
ESGE | 419 | $13 | 12/31/2023 |
CVA Family Office LLC | 343 | $11 | 03/31/2024 |
ESGE | 343 | $11 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 321 | $10 | 03/31/2024 |
ESGE | 321 | $10 | 03/31/2024 |
Iron Horse Wealth Management LLC | 286 | $9 | 03/31/2024 |
ESGE | 286 | $9 | 03/31/2024 |
Ameritas Investment Partners Inc. | 290 | $9 | 12/31/2023 |
ESGE | 290 | $9 | 12/31/2023 |
TD Waterhouse Canada Inc. | 262 | $9 | 12/31/2023 |
ESGE | 262 | $9 | 12/31/2023 |
Baldwin Brothers Inc. MA | 210 | $7 | 03/31/2024 |
ESGE | 210 | $7 | 03/31/2024 |
Horizons Wealth Management | 207 | $7 | 03/31/2024 |
ESGE | 207 | $7 | 03/31/2024 |
National Bank of Canada FI | 228 | $7 | 12/31/2023 |
ESGE | 228 | $7 | 12/31/2023 |
Cape Investment Advisory Inc. | 229 | $7 | 12/31/2023 |
ESGE | 229 | $7 | 12/31/2023 |
Woodmont Investment Counsel LLC | 178 | $6 | 03/31/2024 |
ESGE | 178 | $6 | 03/31/2024 |
CGC Financial Services LLC | 196 | $6 | 03/31/2024 |
ESGE | 196 | $6 | 03/31/2024 |
Smartleaf Asset Management LLC | 195 | $6 | 12/31/2023 |
ESGE | 195 | $6 | 12/31/2023 |
Harbor Investment Advisory LLC | 160 | $5 | 03/31/2024 |
ESGE | 160 | $5 | 03/31/2024 |
Aspire Private Capital LLC | 150 | $5 | 03/31/2024 |
ESGE | 150 | $5 | 03/31/2024 |
PSI Advisors LLC | 143 | $5 | 03/31/2024 |
ESGE | 143 | $5 | 03/31/2024 |
IFP Advisors Inc | 163 | $5 | 12/31/2023 |
ESGE | 163 | $5 | 12/31/2023 |
Retirement Group LLC | 152 | $5 | 12/31/2023 |
ESGE | 152 | $5 | 12/31/2023 |
Cardiff Park Advisors LLC | 166 | $5 | 12/31/2023 |
ESGE | 166 | $5 | 12/31/2023 |
LGT Financial Advisors LLC | 143 | $5 | 12/31/2023 |
ESGE | 143 | $5 | 12/31/2023 |
Caitlin John LLC | 158 | $5 | 12/31/2023 |
ESGE | 158 | $5 | 12/31/2023 |
Signature Resources Capital Management LLC | 140 | $4 | 03/31/2024 |
ESGE | 140 | $4 | 03/31/2024 |
Tucker Asset Management LLC | 131 | $4 | 12/31/2023 |
ESGE | 131 | $4 | 12/31/2023 |
YHB Investment Advisors Inc. | 85 | $3 | 03/31/2024 |
ESGE | 85 | $3 | 03/31/2024 |
Gradient Investments LLC | 98 | $3 | 03/31/2024 |
ESGE | 98 | $3 | 03/31/2024 |
Capital Investment Advisory Services LLC | 82 | $3 | 03/31/2024 |
ESGE | 82 | $3 | 03/31/2024 |
Coastal Investment Advisors Inc. | 83 | $3 | 03/31/2024 |
ESGE | 83 | $3 | 03/31/2024 |
Rise Advisors LLC | 109 | $3 | 03/31/2024 |
ESGE | 109 | $3 | 03/31/2024 |
Evermay Wealth Management LLC | 92 | $3 | 12/31/2023 |
ESGE | 92 | $3 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 101 | $3 | 12/31/2023 |
ESGE | 101 | $3 | 12/31/2023 |
Tyler Stone Wealth Management | 100 | $3 | 12/31/2023 |
ESGE | 100 | $3 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 48 | $2 | 12/31/2023 |
ESGE | 48 | $2 | 12/31/2023 |
Grand Wealth Management LLC | 50 | $2 | 12/31/2023 |
ESGE | 50 | $2 | 12/31/2023 |
Ruedi Wealth Management Inc. | 68 | $2 | 12/31/2023 |
ESGE | 68 | $2 | 12/31/2023 |
Dunhill Financial LLC | 67 | $2 | 12/31/2023 |
ESGE | 67 | $2 | 12/31/2023 |
Tidemark LLC | 67 | $2 | 12/31/2023 |
ESGE | 67 | $2 | 12/31/2023 |
Barrett & Company Inc. | 43 | $1 | 03/31/2024 |
ESGE | 43 | $1 | 03/31/2024 |
Northwest Capital Management Inc | 42 | $1 | 03/31/2024 |
ESGE | 42 | $1 | 03/31/2024 |
Centerpoint Advisors LLC | 37 | $1 | 12/31/2023 |
ESGE | 37 | $1 | 12/31/2023 |
Key Financial Inc | 17 | $1 | 12/31/2023 |
ESGE | 17 | $1 | 12/31/2023 |
VitalStone Financial LLC | 27 | $1 | 12/31/2023 |
ESGE | 27 | $1 | 12/31/2023 |
Glassman Wealth Services | 1 | $0 | 12/31/2023 |
ESGE | 1 | $0 | 12/31/2023 |
Aspire Wealth Management Corp | 0 | $0 | 12/31/2023 |
ESGE | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of ESGE
See Details: Top 10 Hedge Funds Holding ESGE
Also See: ESGE Holdings Changes
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