On this page, we present all of the funds holding ESGU from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ESGU, with a link to that fund's top holdings. The next columns indicate the amount of ESGU stock held by each of the funds holding ESGU, followed by the ESGU position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 723 funds holding ESGU 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 ESGU), click the fund name in the "Holder" column of the funds-holding-ESGU table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 13,528,191 | $1,419,378 | 12/31/2023 |
ESGU | 13,528,191 | $1,419,378 | 12/31/2023 |
Envestnet Asset Management Inc. | 12,700,969 | $1,332,586 | 12/31/2023 |
ESGU | 12,700,969 | $1,332,586 | 12/31/2023 |
JPMorgan Chase & Co. | 10,674,878 | $1,120,008 | 12/31/2023 |
ESGU | 10,674,878 | $1,120,008 | 12/31/2023 |
BlackRock Inc. | 5,280,015 | $553,979 | 12/31/2023 |
ESGU | 5,280,015 | $553,979 | 12/31/2023 |
TIAA Trust National Association | 4,583,209 | $480,870 | 12/31/2023 |
ESGU | 4,583,209 | $480,870 | 12/31/2023 |
Goldman Sachs Group Inc. | 3,804,807 | $399,200 | 12/31/2023 |
ESGU | 3,804,807 | $399,200 | 12/31/2023 |
LPL Financial LLC | 3,365,093 | $353,066 | 12/31/2023 |
ESGU | 3,365,093 | $353,066 | 12/31/2023 |
Morgan Stanley | 3,183,901 | $334,055 | 12/31/2023 |
ESGU | 3,183,901 | $334,055 | 12/31/2023 |
Northern Trust Corp | 3,100,044 | $325,257 | 12/31/2023 |
ESGU | 3,100,044 | $325,257 | 12/31/2023 |
Betterment LLC | 2,553,484 | $267,912 | 12/31/2023 |
ESGU | 2,553,484 | $267,912 | 12/31/2023 |
Wells Fargo & Company MN | 2,415,774 | $253,463 | 12/31/2023 |
ESGU | 2,415,774 | $253,463 | 12/31/2023 |
Acorns Advisers LLC | 2,191,503 | $229,932 | 12/31/2023 |
ESGU | 2,191,503 | $229,932 | 12/31/2023 |
Bank of Italy | 2,068,908 | $217,070 | 12/31/2023 |
ESGU | 2,068,908 | $217,070 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 1,885,572 | $197,834 | 12/31/2023 |
ESGU | 1,885,572 | $197,834 | 12/31/2023 |
Wealthfront Advisers LLC | 1,671,008 | $192,099 | 03/31/2024 |
ESGU | 1,671,008 | $192,099 | 03/31/2024 |
Advisor Group Holdings Inc. | 1,297,765 | $136,241 | 12/31/2023 |
ESGU | 1,297,765 | $136,241 | 12/31/2023 |
Sumitomo Mitsui Financial Group Inc. | 1,160,614 | $121,772 | 12/31/2023 |
ESGU | 1,160,614 | $121,772 | 12/31/2023 |
MML Investors Services LLC | 1,141,320 | $119,747 | 12/31/2023 |
ESGU | 1,141,320 | $119,747 | 12/31/2023 |
Commonwealth Equity Services LLC | 1,057,382 | $110,941 | 12/31/2023 |
ESGU | 1,057,382 | $110,941 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 1,027,102 | $107,764 | 12/31/2023 |
ESGU | 1,027,102 | $107,764 | 12/31/2023 |
Empower Advisory Group LLC | 825,962 | $86,660 | 12/31/2023 |
ESGU | 825,962 | $86,660 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 734,758 | $77,094 | 12/31/2023 |
ESGU | 734,758 | $77,094 | 12/31/2023 |
Ameriprise Financial Inc. | 705,329 | $74,003 | 12/31/2023 |
ESGU | 705,329 | $74,003 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 642,030 | $67,362 | 12/31/2023 |
ESGU | 642,030 | $67,362 | 12/31/2023 |
Janney Montgomery Scott LLC | 634,830 | $66,606 | 12/31/2023 |
ESGU | 634,830 | $66,606 | 12/31/2023 |
CWM LLC | 534,583 | $61,456 | 03/31/2024 |
ESGU | 534,583 | $61,456 | 03/31/2024 |
Partners Capital Investment Group LLP | 528,512 | $55,451 | 12/31/2023 |
ESGU | 528,512 | $55,451 | 12/31/2023 |
Citigroup Inc. | 526,816 | $55,274 | 12/31/2023 |
ESGU | 526,816 | $55,274 | 12/31/2023 |
Park Avenue Securities LLC | 461,008 | $52,998 | 03/31/2024 |
ESGU | 461,008 | $52,998 | 03/31/2024 |
Royal Bank of Canada | 497,803 | $52,229 | 12/31/2023 |
ESGU | 497,803 | $52,229 | 12/31/2023 |
Wealthsource Partners LLC | 478,322 | $50,186 | 12/31/2023 |
ESGU | 478,322 | $50,186 | 12/31/2023 |
Fiduciary Trust Co. | 451,686 | $47,391 | 12/31/2023 |
ESGU | 451,686 | $47,391 | 12/31/2023 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 431,035 | $45,224 | 12/31/2023 |
ESGU | 431,035 | $45,224 | 12/31/2023 |
UBS Group AG | 409,365 | $42,951 | 12/31/2023 |
ESGU | 409,365 | $42,951 | 12/31/2023 |
Cetera Investment Advisers | 389,850 | $40,903 | 12/31/2023 |
ESGU | 389,850 | $40,903 | 12/31/2023 |
Cetera Advisor Networks LLC | 366,992 | $38,505 | 12/31/2023 |
ESGU | 366,992 | $38,505 | 12/31/2023 |
HighTower Advisors LLC | 351,065 | $36,839 | 12/31/2023 |
ESGU | 351,065 | $36,839 | 12/31/2023 |
GWM Advisors LLC | 349,226 | $36,837 | 12/31/2023 |
ESGU | 349,226 | $36,837 | 12/31/2023 |
JB Capital LLC | 348,421 | $36,556 | 12/31/2023 |
ESGU | 348,421 | $36,556 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 346,285 | $36,332 | 12/31/2023 |
ESGU | 346,285 | $36,332 | 12/31/2023 |
Alesco Advisors LLC | 322,155 | $33,801 | 12/31/2023 |
ESGU | 322,155 | $33,801 | 12/31/2023 |
Ally Invest Advisors Inc. | 315,643 | $33,117 | 12/31/2023 |
ESGU | 315,643 | $33,117 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 311,378 | $32,670 | 12/31/2023 |
ESGU | 311,378 | $32,670 | 12/31/2023 |
Bank of New York Mellon Corp | 299,560 | $31,430 | 12/31/2023 |
ESGU | 299,560 | $31,430 | 12/31/2023 |
United Capital Financial Advisers LLC | 298,248 | $31,292 | 12/31/2023 |
ESGU | 298,248 | $31,292 | 12/31/2023 |
IMPACTfolio LLC | 261,982 | $30,117 | 03/31/2024 |
ESGU | 261,982 | $30,117 | 03/31/2024 |
Vestcor Inc | 269,500 | $28,276 | 12/31/2023 |
ESGU | 269,500 | $28,276 | 12/31/2023 |
Creative Planning | 246,761 | $25,890 | 12/31/2023 |
ESGU | 246,761 | $25,890 | 12/31/2023 |
Keybank National Association OH | 235,554 | $24,714 | 12/31/2023 |
ESGU | 235,554 | $24,714 | 12/31/2023 |
Stifel Financial Corp | 225,436 | $23,653 | 12/31/2023 |
ESGU | 225,436 | $23,653 | 12/31/2023 |
Sharkey Howes & Javer | 205,742 | $23,652 | 03/31/2024 |
ESGU | 205,742 | $23,652 | 03/31/2024 |
Brookstone Capital Management | 204,811 | $23,545 | 03/31/2024 |
ESGU | 204,811 | $23,545 | 03/31/2024 |
Clarity Asset Management Inc. | 223,467 | $23,446 | 12/31/2023 |
ESGU | 223,467 | $23,446 | 12/31/2023 |
Icon Wealth Advisors LLC | 212,777 | $22,325 | 12/31/2023 |
ESGU | 212,777 | $22,325 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 185,455 | $21,320 | 03/31/2024 |
ESGU | 185,455 | $21,320 | 03/31/2024 |
Atria Wealth Solutions Inc. | 191,418 | $20,084 | 12/31/2023 |
ESGU | 191,418 | $20,084 | 12/31/2023 |
Dohj LLC | 171,194 | $19,681 | 03/31/2024 |
ESGU | 171,194 | $19,681 | 03/31/2024 |
Journey Strategic Wealth LLC | 183,527 | $19,256 | 12/31/2023 |
ESGU | 183,527 | $19,256 | 12/31/2023 |
National Bank of Canada FI | 182,600 | $19,027 | 12/31/2023 |
ESGU | 182,600 | $19,027 | 12/31/2023 |
Truist Financial Corp | 177,870 | $18,662 | 12/31/2023 |
ESGU | 177,870 | $18,662 | 12/31/2023 |
Money Design Co. Ltd. | 174,678 | $18,327 | 12/31/2023 |
ESGU | 174,678 | $18,327 | 12/31/2023 |
Raymond James & Associates | 159,023 | $18,281 | 03/31/2024 |
ESGU | 159,023 | $18,281 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 158,794 | $18,255 | 03/31/2024 |
ESGU | 158,794 | $18,255 | 03/31/2024 |
RSM US Wealth Management LLC | 173,311 | $18,184 | 12/31/2023 |
ESGU | 173,311 | $18,184 | 12/31/2023 |
Integrated Wealth Concepts LLC | 172,752 | $18,125 | 12/31/2023 |
ESGU | 172,752 | $18,125 | 12/31/2023 |
Mission Wealth Management LP | 167,459 | $17,570 | 12/31/2023 |
ESGU | 167,459 | $17,570 | 12/31/2023 |
Sand Hill Global Advisors LLC | 165,239 | $17,337 | 12/31/2023 |
ESGU | 165,239 | $17,337 | 12/31/2023 |
Sei Investments Co. | 162,834 | $17,084 | 12/31/2023 |
ESGU | 162,834 | $17,084 | 12/31/2023 |
Atria Investments LLC | 152,557 | $16,006 | 12/31/2023 |
ESGU | 152,557 | $16,006 | 12/31/2023 |
One Wealth Advisors LLC | 136,395 | $15,680 | 03/31/2024 |
ESGU | 136,395 | $15,680 | 03/31/2024 |
Northwest Capital Management Inc | 131,882 | $15,161 | 03/31/2024 |
ESGU | 131,882 | $15,161 | 03/31/2024 |
Van Hulzen Asset Management LLC | 144,150 | $15,124 | 12/31/2023 |
ESGU | 144,150 | $15,124 | 12/31/2023 |
Affinity Capital Advisors LLC | 129,157 | $14,848 | 03/31/2024 |
ESGU | 129,157 | $14,848 | 03/31/2024 |
Prudential Financial Inc. | 140,457 | $14,737 | 12/31/2023 |
ESGU | 140,457 | $14,737 | 12/31/2023 |
Joel Isaacson & Co. LLC | 137,879 | $14,466 | 12/31/2023 |
ESGU | 137,879 | $14,466 | 12/31/2023 |
Client 1ST Advisory Group LLC | 134,460 | $14,108 | 12/31/2023 |
ESGU | 134,460 | $14,108 | 12/31/2023 |
Two Sigma Investments LP | 132,700 | $13,923 | 12/31/2023 |
ESGU | 132,700 | $13,923 | 12/31/2023 |
Erickson Financial Group LLC | 131,707 | $13,819 | 12/31/2023 |
ESGU | 131,707 | $13,819 | 12/31/2023 |
Apella Capital LLC | 120,597 | $13,772 | 03/31/2024 |
ESGU | 120,597 | $13,772 | 03/31/2024 |
Alliancebernstein L.P. | 129,311 | $13,567 | 12/31/2023 |
ESGU | 129,311 | $13,567 | 12/31/2023 |
Spinnaker Trust | 121,976 | $12,798 | 12/31/2023 |
ESGU | 121,976 | $12,798 | 12/31/2023 |
Keebeck Wealth Management LLC | 121,886 | $12,788 | 12/31/2023 |
ESGU | 121,886 | $12,788 | 12/31/2023 |
Spectrum Asset Management Inc. NB CA | 120,336 | $12,626 | 12/31/2023 |
ESGU | 120,336 | $12,626 | 12/31/2023 |
Schroder Investment Management Group | 119,861 | $12,576 | 12/31/2023 |
ESGU | 119,861 | $12,576 | 12/31/2023 |
West Wealth Group LLC | 118,827 | $12,467 | 12/31/2023 |
ESGU | 118,827 | $12,467 | 12/31/2023 |
Strategic Blueprint LLC | 118,413 | $12,424 | 12/31/2023 |
ESGU | 118,413 | $12,424 | 12/31/2023 |
Cetera Advisors LLC | 114,450 | $12,008 | 12/31/2023 |
ESGU | 114,450 | $12,008 | 12/31/2023 |
Kestra Advisory Services LLC | 114,312 | $11,994 | 12/31/2023 |
ESGU | 114,312 | $11,994 | 12/31/2023 |
CFS Investment Advisory Services LLC | 109,221 | $11,459 | 12/31/2023 |
ESGU | 109,221 | $11,459 | 12/31/2023 |
Avantax Advisory Services Inc. | 109,137 | $11,451 | 12/31/2023 |
ESGU | 109,137 | $11,451 | 12/31/2023 |
Laurel Wealth Planning LLC | 99,299 | $11,415 | 03/31/2024 |
ESGU | 99,299 | $11,415 | 03/31/2024 |
Merit Financial Group LLC | 107,497 | $11,279 | 12/31/2023 |
ESGU | 107,497 | $11,279 | 12/31/2023 |
Maia Wealth LLC | 104,366 | $10,950 | 12/31/2023 |
ESGU | 104,366 | $10,950 | 12/31/2023 |
Orion Portfolio Solutions LLC | 103,865 | $10,863 | 12/31/2023 |
ESGU | 103,865 | $10,863 | 12/31/2023 |
Harbour Investments Inc. | 103,099 | $10,817 | 12/31/2023 |
ESGU | 103,099 | $10,817 | 12/31/2023 |
Plancorp LLC | 101,763 | $10,677 | 12/31/2023 |
ESGU | 101,763 | $10,677 | 12/31/2023 |
Staley Capital Advisers Inc. | 100,135 | $10,506 | 12/31/2023 |
ESGU | 100,135 | $10,506 | 12/31/2023 |
Neuberger Berman Group LLC | 96,219 | $10,095 | 12/31/2023 |
ESGU | 96,219 | $10,095 | 12/31/2023 |
TNF LLC | 92,903 | $10,050 | 12/31/2023 |
ESGU | 92,903 | $10,050 | 12/31/2023 |
Ronald Blue Trust Inc. | 94,529 | $9,918 | 12/31/2023 |
ESGU | 94,529 | $9,918 | 12/31/2023 |
Lineweaver Wealth Advisors LLC | 93,698 | $9,832 | 12/31/2023 |
ESGU | 93,698 | $9,832 | 12/31/2023 |
CI Private Wealth LLC | 93,142 | $9,772 | 12/31/2023 |
ESGU | 93,142 | $9,772 | 12/31/2023 |
BNP Paribas Arbitrage SA | 92,605 | $9,716 | 12/31/2023 |
ESGU | 92,605 | $9,716 | 12/31/2023 |
Spectrum Wealth Counsel LLC | 91,741 | $9,625 | 12/31/2023 |
ESGU | 91,741 | $9,625 | 12/31/2023 |
Mariner LLC | 88,219 | $9,256 | 12/31/2023 |
ESGU | 88,219 | $9,256 | 12/31/2023 |
Blue Edge Capital LLC | 87,882 | $9,221 | 12/31/2023 |
ESGU | 87,882 | $9,221 | 12/31/2023 |
Fisher Asset Management LLC | 85,378 | $8,958 | 12/31/2023 |
ESGU | 85,378 | $8,958 | 12/31/2023 |
Wealth Alliance | 85,022 | $8,920 | 12/31/2023 |
ESGU | 85,022 | $8,920 | 12/31/2023 |
Putnam FL Investment Management Co. | 83,961 | $8,809 | 12/31/2023 |
ESGU | 83,961 | $8,809 | 12/31/2023 |
AE Wealth Management LLC | 81,331 | $8,729 | 12/31/2023 |
ESGU | 81,331 | $8,729 | 12/31/2023 |
Farther Finance Advisors LLC | 81,633 | $8,565 | 12/31/2023 |
ESGU | 81,633 | $8,565 | 12/31/2023 |
Susquehanna International Group LLP | 80,384 | $8,434 | 12/31/2023 |
ESGU | 80,384 | $8,434 | 12/31/2023 |
US Bancorp DE | 80,360 | $8,431 | 12/31/2023 |
ESGU | 80,360 | $8,431 | 12/31/2023 |
High Falls Advisors Inc | 80,262 | $8,421 | 12/31/2023 |
ESGU | 80,262 | $8,421 | 12/31/2023 |
AlTi Global Inc. | 78,621 | $8,249 | 12/31/2023 |
ESGU | 78,621 | $8,249 | 12/31/2023 |
Advisory Services Network LLC | 78,541 | $8,241 | 12/31/2023 |
ESGU | 78,541 | $8,241 | 12/31/2023 |
Prudent Man Advisors LLC | 78,258 | $8,211 | 12/31/2023 |
ESGU | 78,258 | $8,211 | 12/31/2023 |
Parkside Advisors LLC | 71,358 | $8,203 | 03/31/2024 |
ESGU | 71,358 | $8,203 | 03/31/2024 |
Relyea Zuckerberg Hanson LLC | 70,940 | $8,155 | 03/31/2024 |
ESGU | 70,940 | $8,155 | 03/31/2024 |
Cypress Wealth Services LLC | 69,517 | $7,992 | 03/31/2024 |
ESGU | 69,517 | $7,992 | 03/31/2024 |
MA Private Wealth | 75,384 | $7,909 | 12/31/2023 |
ESGU | 75,384 | $7,909 | 12/31/2023 |
Desjardins Global Asset Management Inc. | 74,140 | $7,777 | 12/31/2023 |
ESGU | 74,140 | $7,777 | 12/31/2023 |
Thrivent Financial for Lutherans | 73,064 | $7,666 | 12/31/2023 |
ESGU | 73,064 | $7,666 | 12/31/2023 |
Lincoln National Corp | 70,265 | $7,372 | 12/31/2023 |
ESGU | 70,265 | $7,372 | 12/31/2023 |
Two Sigma Advisers LP | 68,800 | $7,218 | 12/31/2023 |
ESGU | 68,800 | $7,218 | 12/31/2023 |
National Asset Management Inc. | 68,690 | $7,207 | 12/31/2023 |
ESGU | 68,690 | $7,207 | 12/31/2023 |
Private Ocean LLC | 61,340 | $7,052 | 03/31/2024 |
ESGU | 61,340 | $7,052 | 03/31/2024 |
Miracle Mile Advisors LLC | 61,166 | $7,032 | 03/31/2024 |
ESGU | 61,166 | $7,032 | 03/31/2024 |
Dynamic Advisor Solutions LLC | 60,845 | $6,995 | 03/31/2024 |
ESGU | 60,845 | $6,995 | 03/31/2024 |
Keystone Financial Services | 66,242 | $6,950 | 12/31/2023 |
ESGU | 66,242 | $6,950 | 12/31/2023 |
Private Advisor Group LLC | 66,018 | $6,927 | 12/31/2023 |
ESGU | 66,018 | $6,927 | 12/31/2023 |
Summit X LLC | 65,126 | $6,833 | 12/31/2023 |
ESGU | 65,126 | $6,833 | 12/31/2023 |
Mutual Advisors LLC | 64,892 | $6,808 | 12/31/2023 |
ESGU | 64,892 | $6,808 | 12/31/2023 |
Modera Wealth Management LLC | 64,585 | $6,776 | 12/31/2023 |
ESGU | 64,585 | $6,776 | 12/31/2023 |
Financial Advisors LLC | 63,668 | $6,680 | 12/31/2023 |
ESGU | 63,668 | $6,680 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 62,343 | $6,541 | 12/31/2023 |
ESGU | 62,343 | $6,541 | 12/31/2023 |
Townsquare Capital LLC | 61,824 | $6,487 | 12/31/2023 |
ESGU | 61,824 | $6,487 | 12/31/2023 |
WealthShield Partners LLC | 61,695 | $6,473 | 12/31/2023 |
ESGU | 61,695 | $6,473 | 12/31/2023 |
Perigon Wealth Management LLC | 60,151 | $6,311 | 12/31/2023 |
ESGU | 60,151 | $6,311 | 12/31/2023 |
Invst LLC | 57,725 | $6,275 | 12/31/2023 |
ESGU | 57,725 | $6,275 | 12/31/2023 |
Pacific Financial Group Inc. | 59,088 | $6,200 | 12/31/2023 |
ESGU | 59,088 | $6,200 | 12/31/2023 |
Snowden Capital Advisors LLC | 58,845 | $6,174 | 12/31/2023 |
ESGU | 58,845 | $6,174 | 12/31/2023 |
Halbert Hargrove Global Advisors LLC | 53,433 | $6,143 | 03/31/2024 |
ESGU | 53,433 | $6,143 | 03/31/2024 |
Franklin Resources Inc. | 56,855 | $5,965 | 12/31/2023 |
ESGU | 56,855 | $5,965 | 12/31/2023 |
Facet Wealth Inc. | 54,779 | $5,955 | 12/31/2023 |
ESGU | 54,779 | $5,955 | 12/31/2023 |
FMR LLC | 56,567 | $5,935 | 12/31/2023 |
ESGU | 56,567 | $5,935 | 12/31/2023 |
First Horizon Advisors Inc. | 56,506 | $5,929 | 12/31/2023 |
ESGU | 56,506 | $5,929 | 12/31/2023 |
Goodwin Investment Advisory | 56,381 | $5,915 | 12/31/2023 |
ESGU | 56,381 | $5,915 | 12/31/2023 |
Cerity Partners LLC | 54,983 | $5,769 | 12/31/2023 |
ESGU | 54,983 | $5,769 | 12/31/2023 |
One Wealth Management Investment & Advisory Services LLC | 54,204 | $5,687 | 12/31/2023 |
ESGU | 54,204 | $5,687 | 12/31/2023 |
Mayflower Financial Advisors LLC | 54,107 | $5,677 | 12/31/2023 |
ESGU | 54,107 | $5,677 | 12/31/2023 |
Long Run Wealth Advisors LLC | 53,968 | $5,662 | 12/31/2023 |
ESGU | 53,968 | $5,662 | 12/31/2023 |
Ferguson Wellman Capital Management Inc. | 47,429 | $5,452 | 03/31/2024 |
ESGU | 47,429 | $5,452 | 03/31/2024 |
Trilogy Capital Inc. | 47,343 | $5,443 | 03/31/2024 |
ESGU | 47,343 | $5,443 | 03/31/2024 |
Hart & Patterson Financial Group LLC | 47,267 | $5,434 | 03/31/2024 |
ESGU | 47,267 | $5,434 | 03/31/2024 |
Captrust Financial Advisors | 51,445 | $5,398 | 12/31/2023 |
ESGU | 51,445 | $5,398 | 12/31/2023 |
Swmg LLC | 49,672 | $5,212 | 12/31/2023 |
ESGU | 49,672 | $5,212 | 12/31/2023 |
RHS Financial LLC | 44,412 | $5,106 | 03/31/2024 |
ESGU | 44,412 | $5,106 | 03/31/2024 |
Summit Wealth Group LLC | 47,728 | $5,008 | 12/31/2023 |
ESGU | 47,728 | $5,008 | 12/31/2023 |
Waypoint Wealth Partners Inc. | 47,169 | $4,949 | 12/31/2023 |
ESGU | 47,169 | $4,949 | 12/31/2023 |
Morningstar Investment Services LLC | 46,041 | $4,846 | 12/31/2023 |
ESGU | 46,041 | $4,846 | 12/31/2023 |
Adroit Compliance LLC | 45,958 | $4,822 | 12/31/2023 |
ESGU | 45,958 | $4,822 | 12/31/2023 |
Klaas Financial Asset Advisors LLC | 45,958 | $4,822 | 12/31/2023 |
ESGU | 45,958 | $4,822 | 12/31/2023 |
Montecito Bank & Trust | 41,940 | $4,821 | 03/31/2024 |
ESGU | 41,940 | $4,821 | 03/31/2024 |
Valeo Financial Advisors LLC | 41,503 | $4,771 | 03/31/2024 |
ESGU | 41,503 | $4,771 | 03/31/2024 |
Spectrum Planning & Advisory Services Inc. | 45,419 | $4,765 | 12/31/2023 |
ESGU | 45,419 | $4,765 | 12/31/2023 |
Institute for Wealth Management LLC. | 44,500 | $4,669 | 12/31/2023 |
ESGU | 44,500 | $4,669 | 12/31/2023 |
Keystone Wealth Services LLC | 40,521 | $4,658 | 03/31/2024 |
ESGU | 40,521 | $4,658 | 03/31/2024 |
McKinley Carter Wealth Services Inc. | 43,403 | $4,554 | 12/31/2023 |
ESGU | 43,403 | $4,554 | 12/31/2023 |
Focus Financial Network Inc. ADV | 43,250 | $4,538 | 12/31/2023 |
ESGU | 43,250 | $4,538 | 12/31/2023 |
Apollon Wealth Management LLC | 42,999 | $4,512 | 12/31/2023 |
ESGU | 42,999 | $4,512 | 12/31/2023 |
Transcend Wealth Collective LLC | 42,945 | $4,506 | 12/31/2023 |
ESGU | 42,945 | $4,506 | 12/31/2023 |
Clear Creek Financial Management LLC | 42,775 | $4,488 | 12/31/2023 |
ESGU | 42,775 | $4,488 | 12/31/2023 |
Stratos Wealth Partners LTD. | 39,018 | $4,486 | 03/31/2024 |
ESGU | 39,018 | $4,486 | 03/31/2024 |
Regal Investment Advisors LLC | 42,696 | $4,480 | 12/31/2023 |
ESGU | 42,696 | $4,480 | 12/31/2023 |
CoreCap Advisors LLC | 42,553 | $4,465 | 12/31/2023 |
ESGU | 42,553 | $4,465 | 12/31/2023 |
Kestra Private Wealth Services LLC | 41,620 | $4,367 | 12/31/2023 |
ESGU | 41,620 | $4,367 | 12/31/2023 |
RFG Advisory LLC | 37,057 | $4,260 | 03/31/2024 |
ESGU | 37,057 | $4,260 | 03/31/2024 |
Proequities Inc. | 40,016 | $4,198 | 12/31/2023 |
ESGU | 40,016 | $4,198 | 12/31/2023 |
ONE Advisory Partners LLC | 36,344 | $4,178 | 03/31/2024 |
ESGU | 36,344 | $4,178 | 03/31/2024 |
Parallel Advisors LLC | 39,019 | $4,094 | 12/31/2023 |
ESGU | 39,019 | $4,094 | 12/31/2023 |
Asset Allocation & Management Company LLC | 34,000 | $3,909 | 03/31/2024 |
ESGU | 34,000 | $3,909 | 03/31/2024 |
AdvisorNet Financial Inc | 33,656 | $3,869 | 03/31/2024 |
ESGU | 33,656 | $3,869 | 03/31/2024 |
Apeiron RIA LLC | 33,365 | $3,836 | 03/31/2024 |
ESGU | 33,365 | $3,836 | 03/31/2024 |
Certus Wealth Management LLC | 36,326 | $3,811 | 12/31/2023 |
ESGU | 36,326 | $3,811 | 12/31/2023 |
UMA Financial Services Inc. | 33,811 | $3,735 | 03/31/2024 |
ESGU | 33,811 | $3,735 | 03/31/2024 |
Wetherby Asset Management Inc. | 35,291 | $3,703 | 12/31/2023 |
ESGU | 35,291 | $3,703 | 12/31/2023 |
Mount Yale Investment Advisors LLC | 34,930 | $3,665 | 12/31/2023 |
ESGU | 34,930 | $3,665 | 12/31/2023 |
Integrated Advisors Network LLC | 34,869 | $3,658 | 12/31/2023 |
ESGU | 34,869 | $3,658 | 12/31/2023 |
Lake Street Advisors Group LLC | 34,678 | $3,638 | 12/31/2023 |
ESGU | 34,678 | $3,638 | 12/31/2023 |
Provence Wealth Management Group | 34,428 | $3,612 | 12/31/2023 |
ESGU | 34,428 | $3,612 | 12/31/2023 |
Global Assets Advisory LLC | 30,881 | $3,550 | 03/31/2024 |
ESGU | 30,881 | $3,550 | 03/31/2024 |
My Legacy Advisors LLC | 33,830 | $3,550 | 12/31/2023 |
ESGU | 33,830 | $3,550 | 12/31/2023 |
Wade G W & Inc. | 33,067 | $3,469 | 12/31/2023 |
ESGU | 33,067 | $3,469 | 12/31/2023 |
Baystate Wealth Management LLC | 32,912 | $3,453 | 12/31/2023 |
ESGU | 32,912 | $3,453 | 12/31/2023 |
Bogart Wealth LLC | 32,493 | $3,409 | 12/31/2023 |
ESGU | 32,493 | $3,409 | 12/31/2023 |
BCJ Capital Management LLC | 32,410 | $3,400 | 12/31/2023 |
ESGU | 32,410 | $3,400 | 12/31/2023 |
Benchmark Investment Advisors LLC | 32,410 | $3,400 | 12/31/2023 |
ESGU | 32,410 | $3,400 | 12/31/2023 |
Csenge Advisory Group | 32,170 | $3,375 | 12/31/2023 |
ESGU | 32,170 | $3,375 | 12/31/2023 |
SigFig Wealth Management LLC | 31,981 | $3,355 | 12/31/2023 |
ESGU | 31,981 | $3,355 | 12/31/2023 |
FLC Capital Advisors | 30,821 | $3,234 | 12/31/2023 |
ESGU | 30,821 | $3,234 | 12/31/2023 |
Integris Wealth Management LLC | 30,677 | $3,219 | 12/31/2023 |
ESGU | 30,677 | $3,219 | 12/31/2023 |
Equitable Holdings Inc. | 30,366 | $3,186 | 12/31/2023 |
ESGU | 30,366 | $3,186 | 12/31/2023 |
STA Wealth Management LLC | 30,189 | $3,167 | 12/31/2023 |
ESGU | 30,189 | $3,167 | 12/31/2023 |
FFG Retirement Advisors LLC | 29,815 | $3,128 | 12/31/2023 |
ESGU | 29,815 | $3,128 | 12/31/2023 |
Macroview Investment Management LLC | 29,383 | $3,083 | 12/31/2023 |
ESGU | 29,383 | $3,083 | 12/31/2023 |
Dfpg Investments LLC | 29,821 | $3,078 | 12/31/2023 |
ESGU | 29,821 | $3,078 | 12/31/2023 |
Wealth Architects LLC | 29,002 | $3,043 | 12/31/2023 |
ESGU | 29,002 | $3,043 | 12/31/2023 |
TSA Wealth Managment LLC | 28,957 | $3,038 | 12/31/2023 |
ESGU | 28,957 | $3,038 | 12/31/2023 |
Planning Alternatives Ltd. ADV | 26,182 | $3,010 | 03/31/2024 |
ESGU | 26,182 | $3,010 | 03/31/2024 |
Red Lighthouse Investment Management LLC | 28,475 | $2,988 | 12/31/2023 |
ESGU | 28,475 | $2,988 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 28,315 | $2,971 | 12/31/2023 |
ESGU | 28,315 | $2,971 | 12/31/2023 |
Horst & Graben Wealth Management LLC | 25,668 | $2,951 | 03/31/2024 |
ESGU | 25,668 | $2,951 | 03/31/2024 |
Regions Financial Corp | 28,049 | $2,943 | 12/31/2023 |
ESGU | 28,049 | $2,943 | 12/31/2023 |
Sowell Financial Services LLC | 27,935 | $2,931 | 12/31/2023 |
ESGU | 27,935 | $2,931 | 12/31/2023 |
Diversified Trust Co | 24,843 | $2,856 | 03/31/2024 |
ESGU | 24,843 | $2,856 | 03/31/2024 |
Maxwell Wealth Strategies Inc. | 27,073 | $2,840 | 12/31/2023 |
ESGU | 27,073 | $2,840 | 12/31/2023 |
Copperleaf Capital LLC | 26,740 | $2,806 | 12/31/2023 |
ESGU | 26,740 | $2,806 | 12/31/2023 |
Savant Capital LLC | 26,683 | $2,800 | 12/31/2023 |
ESGU | 26,683 | $2,800 | 12/31/2023 |
Liberty Wealth Management LLC | 26,686 | $2,800 | 12/31/2023 |
ESGU | 26,686 | $2,800 | 12/31/2023 |
WT Wealth Management | 26,675 | $2,799 | 12/31/2023 |
ESGU | 26,675 | $2,799 | 12/31/2023 |
PAX Financial Group LLC | 25,223 | $2,768 | 12/31/2023 |
ESGU | 25,223 | $2,768 | 12/31/2023 |
Verus Capital Partners LLC | 25,858 | $2,713 | 12/31/2023 |
ESGU | 25,858 | $2,713 | 12/31/2023 |
Bangor Savings Bank | 23,408 | $2,691 | 03/31/2024 |
ESGU | 23,408 | $2,691 | 03/31/2024 |
HB Wealth Management LLC | 25,189 | $2,643 | 12/31/2023 |
ESGU | 25,189 | $2,643 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 22,980 | $2,642 | 03/31/2024 |
ESGU | 22,980 | $2,642 | 03/31/2024 |
Baird Financial Group Inc. | 24,821 | $2,604 | 12/31/2023 |
ESGU | 24,821 | $2,604 | 12/31/2023 |
Capital Investment Advisory Services LLC | 24,524 | $2,573 | 12/31/2023 |
ESGU | 24,524 | $2,573 | 12/31/2023 |
Ascent Group LLC | 22,937 | $2,532 | 12/31/2023 |
ESGU | 22,937 | $2,532 | 12/31/2023 |
Cambridge Trust Co. | 23,989 | $2,517 | 12/31/2023 |
ESGU | 23,989 | $2,517 | 12/31/2023 |
Shared Vision Wealth Group LLC | 23,663 | $2,483 | 12/31/2023 |
ESGU | 23,663 | $2,483 | 12/31/2023 |
Wedbush Securities Inc. | 23,195 | $2,434 | 12/31/2023 |
ESGU | 23,195 | $2,434 | 12/31/2023 |
Firethorn Wealth Partners LLC | 20,504 | $2,357 | 03/31/2024 |
ESGU | 20,504 | $2,357 | 03/31/2024 |
Robertson Stephens Wealth Management LLC | 22,196 | $2,329 | 12/31/2023 |
ESGU | 22,196 | $2,329 | 12/31/2023 |
Fingerlakes Wealth Management Inc. | 21,770 | $2,284 | 12/31/2023 |
ESGU | 21,770 | $2,284 | 12/31/2023 |
TD Waterhouse Canada Inc. | 22,140 | $2,279 | 12/31/2023 |
ESGU | 22,140 | $2,279 | 12/31/2023 |
Forthright Family Wealth Advisory LLC | 21,708 | $2,278 | 12/31/2023 |
ESGU | 21,708 | $2,278 | 12/31/2023 |
Millburn Ridgefield Corp | 21,555 | $2,262 | 12/31/2023 |
ESGU | 21,555 | $2,262 | 12/31/2023 |
Allworth Financial LP | 21,038 | $2,207 | 12/31/2023 |
ESGU | 21,038 | $2,207 | 12/31/2023 |
ZRC Wealth Management LLC | 19,133 | $2,199 | 03/31/2024 |
ESGU | 19,133 | $2,199 | 03/31/2024 |
Patriot Financial Group Insurance Agency LLC | 20,740 | $2,176 | 12/31/2023 |
ESGU | 20,740 | $2,176 | 12/31/2023 |
Foster Group Inc. | 18,789 | $2,160 | 03/31/2024 |
ESGU | 18,789 | $2,160 | 03/31/2024 |
Renaissance Technologies LLC | 20,500 | $2,151 | 12/31/2023 |
ESGU | 20,500 | $2,151 | 12/31/2023 |
Baker Tilly Financial LLC | 20,349 | $2,135 | 12/31/2023 |
ESGU | 20,349 | $2,135 | 12/31/2023 |
Tempus Wealth Planning LLC | 18,265 | $2,100 | 03/31/2024 |
ESGU | 18,265 | $2,100 | 03/31/2024 |
WCG Wealth Advisors LLC | 19,596 | $2,056 | 12/31/2023 |
ESGU | 19,596 | $2,056 | 12/31/2023 |
True Vision MN LLC | 19,475 | $2,043 | 12/31/2023 |
ESGU | 19,475 | $2,043 | 12/31/2023 |
REDW Wealth LLC | 19,331 | $2,028 | 12/31/2023 |
ESGU | 19,331 | $2,028 | 12/31/2023 |
Spire Wealth Management | 19,006 | $2,020 | 12/31/2023 |
ESGU | 19,006 | $2,020 | 12/31/2023 |
HF Advisory Group LLC | 17,343 | $1,994 | 03/31/2024 |
ESGU | 17,343 | $1,994 | 03/31/2024 |
Leo Wealth LLC | 18,985 | $1,992 | 12/31/2023 |
ESGU | 18,985 | $1,992 | 12/31/2023 |
Vision Capital Management Inc. | 18,908 | $1,984 | 12/31/2023 |
ESGU | 18,908 | $1,984 | 12/31/2023 |
White Lighthouse Investment Management Inc. | 18,465 | $1,937 | 12/31/2023 |
ESGU | 18,465 | $1,937 | 12/31/2023 |
Rockefeller Capital Management L.P. | 18,338 | $1,924 | 12/31/2023 |
ESGU | 18,338 | $1,924 | 12/31/2023 |
Arete Wealth Advisors LLC | 18,227 | $1,912 | 12/31/2023 |
ESGU | 18,227 | $1,912 | 12/31/2023 |
OLIO Financial Planning | 17,993 | $1,894 | 03/31/2024 |
ESGU | 17,993 | $1,894 | 03/31/2024 |
Crestone Asset Management LLC | 18,007 | $1,889 | 12/31/2023 |
ESGU | 18,007 | $1,889 | 12/31/2023 |
Perennial Investment Advisors LLC | 17,938 | $1,882 | 12/31/2023 |
ESGU | 17,938 | $1,882 | 12/31/2023 |
Sontag Advisory LLC | 17,900 | $1,878 | 12/31/2023 |
ESGU | 17,900 | $1,878 | 12/31/2023 |
PFG Investments LLC | 16,110 | $1,852 | 03/31/2024 |
ESGU | 16,110 | $1,852 | 03/31/2024 |
Sequoia Financial Advisors LLC | 17,375 | $1,823 | 12/31/2023 |
ESGU | 17,375 | $1,823 | 12/31/2023 |
Cahill Financial Advisors Inc. | 17,328 | $1,818 | 12/31/2023 |
ESGU | 17,328 | $1,818 | 12/31/2023 |
Beacon Financial Group | 17,230 | $1,808 | 12/31/2023 |
ESGU | 17,230 | $1,808 | 12/31/2023 |
Maripau Wealth Management LLC | 17,221 | $1,807 | 12/31/2023 |
ESGU | 17,221 | $1,807 | 12/31/2023 |
Hsbc Holdings PLC | 17,100 | $1,794 | 12/31/2023 |
ESGU | 17,100 | $1,794 | 12/31/2023 |
Clearview Wealth Advisors LLC | 15,595 | $1,793 | 03/31/2024 |
ESGU | 15,595 | $1,793 | 03/31/2024 |
RCS Financial Planning LLC | 17,069 | $1,791 | 12/31/2023 |
ESGU | 17,069 | $1,791 | 12/31/2023 |
Assetmark Inc. | 16,887 | $1,772 | 12/31/2023 |
ESGU | 16,887 | $1,772 | 12/31/2023 |
Kickstand Ventures LLC. | 16,849 | $1,768 | 12/31/2023 |
ESGU | 16,849 | $1,768 | 12/31/2023 |
Scott Capital Advisors LLC | 15,355 | $1,753 | 03/31/2024 |
ESGU | 15,355 | $1,753 | 03/31/2024 |
Balanced Rock Investment Advisor | 16,591 | $1,741 | 12/31/2023 |
ESGU | 16,591 | $1,741 | 12/31/2023 |
Global Retirement Partners LLC | 16,545 | $1,732 | 12/31/2023 |
ESGU | 16,545 | $1,732 | 12/31/2023 |
Windham Capital Management LLC | 16,392 | $1,720 | 12/31/2023 |
ESGU | 16,392 | $1,720 | 12/31/2023 |
Simplicity Wealth LLC | 16,377 | $1,718 | 12/31/2023 |
ESGU | 16,377 | $1,718 | 12/31/2023 |
Axxcess Wealth Management LLC | 16,369 | $1,717 | 12/31/2023 |
ESGU | 16,369 | $1,717 | 12/31/2023 |
Garde Capital Inc. | 16,312 | $1,711 | 12/31/2023 |
ESGU | 16,312 | $1,711 | 12/31/2023 |
GSB Wealth Management LLC | 16,303 | $1,711 | 12/31/2023 |
ESGU | 16,303 | $1,711 | 12/31/2023 |
W Advisors LLC | 16,259 | $1,706 | 12/31/2023 |
ESGU | 16,259 | $1,706 | 12/31/2023 |
Gould Asset Management LLC CA | 15,936 | $1,672 | 12/31/2023 |
ESGU | 15,936 | $1,672 | 12/31/2023 |
Barclays PLC | 15,869 | $1,665 | 12/31/2023 |
ESGU | 15,869 | $1,665 | 12/31/2023 |
Raymond James Trust N.A. | 15,798 | $1,658 | 12/31/2023 |
ESGU | 15,798 | $1,658 | 12/31/2023 |
Comerica Bank | 15,792 | $1,657 | 12/31/2023 |
ESGU | 15,792 | $1,657 | 12/31/2023 |
Midwest Heritage Bank FSB | 15,745 | $1,652 | 12/31/2023 |
ESGU | 15,745 | $1,652 | 12/31/2023 |
IFG Advisory LLC | 15,522 | $1,629 | 12/31/2023 |
ESGU | 15,522 | $1,629 | 12/31/2023 |
Opes Wealth Management LLC | 15,501 | $1,626 | 12/31/2023 |
ESGU | 15,501 | $1,626 | 12/31/2023 |
Interchange Capital Partners LLC | 15,313 | $1,611 | 12/31/2023 |
ESGU | 15,313 | $1,611 | 12/31/2023 |
Nottingham Advisors Inc. | 15,323 | $1,608 | 12/31/2023 |
ESGU | 15,323 | $1,608 | 12/31/2023 |
NBT Bank N A NY | 15,193 | $1,594 | 12/31/2023 |
ESGU | 15,193 | $1,594 | 12/31/2023 |
Legacy Financial Advisors Inc. | 15,151 | $1,590 | 12/31/2023 |
ESGU | 15,151 | $1,590 | 12/31/2023 |
Commonwealth Retirement Investments LLC | 15,075 | $1,582 | 12/31/2023 |
ESGU | 15,075 | $1,582 | 12/31/2023 |
Pioneer Wealth Management Group | 13,657 | $1,570 | 03/31/2024 |
ESGU | 13,657 | $1,570 | 03/31/2024 |
True Link Financial Advisors LLC | 13,508 | $1,553 | 03/31/2024 |
ESGU | 13,508 | $1,553 | 03/31/2024 |
FDx Advisors Inc. | 14,652 | $1,537 | 12/31/2023 |
ESGU | 14,652 | $1,537 | 12/31/2023 |
Mendel Capital Management LLC | 14,653 | $1,537 | 12/31/2023 |
ESGU | 14,653 | $1,537 | 12/31/2023 |
Cook Wealth Management Group LLC | 14,249 | $1,523 | 12/31/2023 |
ESGU | 14,249 | $1,523 | 12/31/2023 |
Jordan Park Group LLC | 14,484 | $1,520 | 12/31/2023 |
ESGU | 14,484 | $1,520 | 12/31/2023 |
Day & Ennis LLC | 14,268 | $1,497 | 12/31/2023 |
ESGU | 14,268 | $1,497 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 14,250 | $1,495 | 12/31/2023 |
ESGU | 14,250 | $1,495 | 12/31/2023 |
GFS Advisors LLC | 14,240 | $1,494 | 12/31/2023 |
ESGU | 14,240 | $1,494 | 12/31/2023 |
Private Trust Co. NA | 14,157 | $1,485 | 12/31/2023 |
ESGU | 14,157 | $1,485 | 12/31/2023 |
Strategic Point Investment Advisors LLC | 13,780 | $1,446 | 12/31/2023 |
ESGU | 13,780 | $1,446 | 12/31/2023 |
Retirement Income Solutions Inc | 13,628 | $1,430 | 12/31/2023 |
ESGU | 13,628 | $1,430 | 12/31/2023 |
Acropolis Investment Management LLC | 12,322 | $1,417 | 03/31/2024 |
ESGU | 12,322 | $1,417 | 03/31/2024 |
GTS Securities LLC | 13,398 | $1,406 | 12/31/2023 |
ESGU | 13,398 | $1,406 | 12/31/2023 |
Quotient Wealth Partners LLC | 13,314 | $1,397 | 12/31/2023 |
ESGU | 13,314 | $1,397 | 12/31/2023 |
Austin Private Wealth LLC | 12,201 | $1,392 | 03/31/2024 |
ESGU | 12,201 | $1,392 | 03/31/2024 |
GenTrust LLC | 12,087 | $1,390 | 03/31/2024 |
ESGU | 12,087 | $1,390 | 03/31/2024 |
RTD Financial Advisors Inc. | 12,045 | $1,385 | 03/31/2024 |
ESGU | 12,045 | $1,385 | 03/31/2024 |
Advisory Alpha LLC | 13,028 | $1,367 | 12/31/2023 |
ESGU | 13,028 | $1,367 | 12/31/2023 |
Hill Island Financial LLC | 12,996 | $1,364 | 12/31/2023 |
ESGU | 12,996 | $1,364 | 12/31/2023 |
Congress Wealth Management LLC DE | 11,798 | $1,356 | 03/31/2024 |
ESGU | 11,798 | $1,356 | 03/31/2024 |
Blair William & Co. IL | 12,861 | $1,349 | 12/31/2023 |
ESGU | 12,861 | $1,349 | 12/31/2023 |
International Assets Investment Management LLC | 11,718 | $1,345 | 03/31/2024 |
ESGU | 11,718 | $1,345 | 03/31/2024 |
Manning & Napier Group LLC | 11,686 | $1,343 | 03/31/2024 |
ESGU | 11,686 | $1,343 | 03/31/2024 |
Chicago Partners Investment Group LLC | 12,154 | $1,299 | 12/31/2023 |
ESGU | 12,154 | $1,299 | 12/31/2023 |
Quadrant Private Wealth Management LLC | 12,250 | $1,285 | 12/31/2023 |
ESGU | 12,250 | $1,285 | 12/31/2023 |
JMG Financial Group Ltd. | 12,241 | $1,284 | 12/31/2023 |
ESGU | 12,241 | $1,284 | 12/31/2023 |
1ST Source Bank | 12,220 | $1,282 | 12/31/2023 |
ESGU | 12,220 | $1,282 | 12/31/2023 |
OMNI 360 Wealth Inc. | 11,121 | $1,278 | 03/31/2024 |
ESGU | 11,121 | $1,278 | 03/31/2024 |
StoneX Group Inc. | 12,153 | $1,275 | 12/31/2023 |
ESGU | 12,153 | $1,275 | 12/31/2023 |
Gateway Wealth Partners LLC | 11,986 | $1,258 | 12/31/2023 |
ESGU | 11,986 | $1,258 | 12/31/2023 |
M&T Bank Corp | 11,972 | $1,256 | 12/31/2023 |
ESGU | 11,972 | $1,256 | 12/31/2023 |
Concorde Asset Management LLC | 11,967 | $1,256 | 12/31/2023 |
ESGU | 11,967 | $1,256 | 12/31/2023 |
Pure Financial Advisors Inc. | 10,917 | $1,255 | 03/31/2024 |
ESGU | 10,917 | $1,255 | 03/31/2024 |
We Are One Seven LLC | 11,822 | $1,240 | 12/31/2023 |
ESGU | 11,822 | $1,240 | 12/31/2023 |
Venturi Wealth Management LLC | 11,776 | $1,236 | 12/31/2023 |
ESGU | 11,776 | $1,236 | 12/31/2023 |
Tcwp LLC | 11,667 | $1,224 | 12/31/2023 |
ESGU | 11,667 | $1,224 | 12/31/2023 |
Magnus Financial Group LLC | 11,643 | $1,222 | 12/31/2023 |
ESGU | 11,643 | $1,222 | 12/31/2023 |
Brown Brothers Harriman & Co. | 11,609 | $1,218 | 12/31/2023 |
ESGU | 11,609 | $1,218 | 12/31/2023 |
Charter Oak Capital Management LLC | 11,557 | $1,213 | 12/31/2023 |
ESGU | 11,557 | $1,213 | 12/31/2023 |
Retirement Capital Strategies | 11,489 | $1,205 | 12/31/2023 |
ESGU | 11,489 | $1,205 | 12/31/2023 |
Pathstone Holdings LLC | 11,362 | $1,192 | 12/31/2023 |
ESGU | 11,362 | $1,192 | 12/31/2023 |
Coldstream Capital Management Inc. | 11,324 | $1,188 | 12/31/2023 |
ESGU | 11,324 | $1,188 | 12/31/2023 |
Rehmann Capital Advisory Group | 11,010 | $1,155 | 12/31/2023 |
ESGU | 11,010 | $1,155 | 12/31/2023 |
Gerber Kawasaki Wealth & Investment Management | 11,008 | $1,155 | 12/31/2023 |
ESGU | 11,008 | $1,155 | 12/31/2023 |
Trexquant Investment LP | 10,989 | $1,153 | 12/31/2023 |
ESGU | 10,989 | $1,153 | 12/31/2023 |
TRUE Private Wealth Advisors | 10,918 | $1,145 | 12/31/2023 |
ESGU | 10,918 | $1,145 | 12/31/2023 |
Crown Wealth Group LLC | 10,879 | $1,141 | 12/31/2023 |
ESGU | 10,879 | $1,141 | 12/31/2023 |
Treynor Bancshares Inc. | 10,860 | $1,139 | 12/31/2023 |
ESGU | 10,860 | $1,139 | 12/31/2023 |
Capital Asset Advisory Services LLC | 9,934 | $1,132 | 03/31/2024 |
ESGU | 9,934 | $1,132 | 03/31/2024 |
WBH Advisory Inc. | 9,832 | $1,130 | 03/31/2024 |
ESGU | 9,832 | $1,130 | 03/31/2024 |
Ancora Advisors LLC | 10,715 | $1,124 | 12/31/2023 |
ESGU | 10,715 | $1,124 | 12/31/2023 |
Stratos Wealth Advisors LLC | 9,705 | $1,116 | 03/31/2024 |
ESGU | 9,705 | $1,116 | 03/31/2024 |
Signal Advisors Wealth LLC | 9,663 | $1,111 | 03/31/2024 |
ESGU | 9,663 | $1,111 | 03/31/2024 |
Citizens Financial Group Inc RI | 10,530 | $1,105 | 12/31/2023 |
ESGU | 10,530 | $1,105 | 12/31/2023 |
Morling Financial Advisors LLC | 10,466 | $1,098 | 12/31/2023 |
ESGU | 10,466 | $1,098 | 12/31/2023 |
AlphaCore Capital LLC | 10,423 | $1,094 | 12/31/2023 |
ESGU | 10,423 | $1,094 | 12/31/2023 |
Bessemer Group Inc. | 10,369 | $1,087 | 12/31/2023 |
ESGU | 10,369 | $1,087 | 12/31/2023 |
Beacon Pointe Advisors LLC | 10,139 | $1,064 | 12/31/2023 |
ESGU | 10,139 | $1,064 | 12/31/2023 |
Compass Ion Advisors LLC | 9,250 | $1,063 | 03/31/2024 |
ESGU | 9,250 | $1,063 | 03/31/2024 |
Boston Financial Mangement LLC | 10,121 | $1,062 | 12/31/2023 |
ESGU | 10,121 | $1,062 | 12/31/2023 |
Pensionmark Financial Group LLC | 10,109 | $1,061 | 12/31/2023 |
ESGU | 10,109 | $1,061 | 12/31/2023 |
Brooklyn FI LLC | 9,221 | $1,060 | 03/31/2024 |
ESGU | 9,221 | $1,060 | 03/31/2024 |
KilterHowling LLC | 9,651 | $1,050 | 12/31/2023 |
ESGU | 9,651 | $1,050 | 12/31/2023 |
EP Wealth Advisors LLC | 9,995 | $1,049 | 12/31/2023 |
ESGU | 9,995 | $1,049 | 12/31/2023 |
Marino Stram & Associates LLC | 9,906 | $1,039 | 12/31/2023 |
ESGU | 9,906 | $1,039 | 12/31/2023 |
Pallas Capital Advisors LLC | 9,007 | $1,035 | 03/31/2024 |
ESGU | 9,007 | $1,035 | 03/31/2024 |
Bigelow Investment Advisors LLC | 9,815 | $1,030 | 12/31/2023 |
ESGU | 9,815 | $1,030 | 12/31/2023 |
Vident Advisory LLC | 9,795 | $1,028 | 12/31/2023 |
ESGU | 9,795 | $1,028 | 12/31/2023 |
J.W. Cole Advisors Inc. | 9,792 | $1,027 | 12/31/2023 |
ESGU | 9,792 | $1,027 | 12/31/2023 |
Raleigh Capital Management Inc. | 9,735 | $1,021 | 12/31/2023 |
ESGU | 9,735 | $1,021 | 12/31/2023 |
Tarbox Family Office Inc. | 8,870 | $1,020 | 03/31/2024 |
ESGU | 8,870 | $1,020 | 03/31/2024 |
Capital Analysts LLC | 9,658 | $1,013 | 12/31/2023 |
ESGU | 9,658 | $1,013 | 12/31/2023 |
Aptus Capital Advisors LLC | 9,612 | $1,008 | 12/31/2023 |
ESGU | 9,612 | $1,008 | 12/31/2023 |
Concurrent Investment Advisors LLC | 9,610 | $1,008 | 12/31/2023 |
ESGU | 9,610 | $1,008 | 12/31/2023 |
Clarius Group LLC | 8,745 | $1,005 | 03/31/2024 |
ESGU | 8,745 | $1,005 | 03/31/2024 |
DAVENPORT & Co LLC | 9,323 | $978 | 12/31/2023 |
ESGU | 9,323 | $978 | 12/31/2023 |
ETF Portfolio Partners Inc. | 9,248 | $970 | 12/31/2023 |
ESGU | 9,248 | $970 | 12/31/2023 |
Stephens Inc. AR | 9,163 | $961 | 12/31/2023 |
ESGU | 9,163 | $961 | 12/31/2023 |
IMA Wealth Inc. | 9,120 | $957 | 12/31/2023 |
ESGU | 9,120 | $957 | 12/31/2023 |
Capasso Planning Partners LLC | 9,033 | $948 | 12/31/2023 |
ESGU | 9,033 | $948 | 12/31/2023 |
Sigma Planning Corp | 9,017 | $946 | 12/31/2023 |
ESGU | 9,017 | $946 | 12/31/2023 |
Levy Wealth Management Group LLC | 8,916 | $936 | 03/31/2024 |
ESGU | 8,916 | $936 | 03/31/2024 |
D.A. Davidson & CO. | 8,845 | $928 | 12/31/2023 |
ESGU | 8,845 | $928 | 12/31/2023 |
SageView Advisory Group LLC | 8,575 | $927 | 12/31/2023 |
ESGU | 8,575 | $927 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 8,765 | $920 | 12/31/2023 |
ESGU | 8,765 | $920 | 12/31/2023 |
Sentinel Trust Co. LBA | 8,765 | $920 | 12/31/2023 |
ESGU | 8,765 | $920 | 12/31/2023 |
Cornerstone Wealth Management LLC | 7,948 | $914 | 03/31/2024 |
ESGU | 7,948 | $914 | 03/31/2024 |
Morton Brown Family Wealth LLC | 8,695 | $912 | 12/31/2023 |
ESGU | 8,695 | $912 | 12/31/2023 |
Valmark Advisers Inc. | 8,666 | $909 | 12/31/2023 |
ESGU | 8,666 | $909 | 12/31/2023 |
SNS Financial Group LLC | 8,571 | $899 | 12/31/2023 |
ESGU | 8,571 | $899 | 12/31/2023 |
Apexium Financial LP | 7,688 | $884 | 03/31/2024 |
ESGU | 7,688 | $884 | 03/31/2024 |
Buckingham Strategic Wealth LLC | 8,399 | $881 | 12/31/2023 |
ESGU | 8,399 | $881 | 12/31/2023 |
Annis Gardner Whiting Capital Advisors LLC | 8,333 | $874 | 12/31/2023 |
ESGU | 8,333 | $874 | 12/31/2023 |
Meridian Wealth Management LLC | 8,307 | $872 | 12/31/2023 |
ESGU | 8,307 | $872 | 12/31/2023 |
Financial Partners Group Inc | 8,261 | $867 | 12/31/2023 |
ESGU | 8,261 | $867 | 12/31/2023 |
Silvia Mccoll Wealth Management LLC | 7,636 | $863 | 03/31/2024 |
ESGU | 7,636 | $863 | 03/31/2024 |
Strategy Asset Managers LLC | 8,172 | $857 | 12/31/2023 |
ESGU | 8,172 | $857 | 12/31/2023 |
Bush Investment Group LLC | 7,861 | $855 | 12/31/2023 |
ESGU | 7,861 | $855 | 12/31/2023 |
Aspire Wealth Management Corp | 8,132 | $853 | 12/31/2023 |
ESGU | 8,132 | $853 | 12/31/2023 |
Libra Wealth LLC | 8,120 | $852 | 12/31/2023 |
ESGU | 8,120 | $852 | 12/31/2023 |
Millennium Management LLC | 8,082 | $848 | 12/31/2023 |
ESGU | 8,082 | $848 | 12/31/2023 |
Shotwell Rutter Baer Inc | 7,414 | $847 | 03/31/2024 |
ESGU | 7,414 | $847 | 03/31/2024 |
Orin Green Financial LLC | 8,068 | $846 | 12/31/2023 |
ESGU | 8,068 | $846 | 12/31/2023 |
Traynor Capital Management Inc. | 7,183 | $826 | 03/31/2024 |
ESGU | 7,183 | $826 | 03/31/2024 |
Cooper Financial Group | 7,181 | $826 | 03/31/2024 |
ESGU | 7,181 | $826 | 03/31/2024 |
BLB&B Advisors LLC | 7,805 | $819 | 12/31/2023 |
ESGU | 7,805 | $819 | 12/31/2023 |
Keel Point LLC | 7,106 | $817 | 03/31/2024 |
ESGU | 7,106 | $817 | 03/31/2024 |
CI Investments Inc. | 7,750 | $813 | 12/31/2023 |
ESGU | 7,750 | $813 | 12/31/2023 |
IFP Advisors Inc | 7,733 | $811 | 12/31/2023 |
ESGU | 7,733 | $811 | 12/31/2023 |
The PNC Financial Services Group Inc. | 7,715 | $809 | 12/31/2023 |
ESGU | 7,715 | $809 | 12/31/2023 |
Villere ST Denis J & Co. LLC | 7,632 | $801 | 12/31/2023 |
ESGU | 7,632 | $801 | 12/31/2023 |
ERn Financial LLC | 6,944 | $798 | 03/31/2024 |
ESGU | 6,944 | $798 | 03/31/2024 |
Resources Investment Advisors LLC. | 7,603 | $798 | 12/31/2023 |
ESGU | 7,603 | $798 | 12/31/2023 |
W.H. Cornerstone Investments Inc. | 7,587 | $796 | 12/31/2023 |
ESGU | 7,587 | $796 | 12/31/2023 |
American Capital Advisory LLC | 7,474 | $784 | 12/31/2023 |
ESGU | 7,474 | $784 | 12/31/2023 |
Institutional & Family Asset Management LLC | 7,456 | $782 | 12/31/2023 |
ESGU | 7,456 | $782 | 12/31/2023 |
Flagship Harbor Advisors LLC | 6,780 | $779 | 03/31/2024 |
ESGU | 6,780 | $779 | 03/31/2024 |
Heritage Wealth Management LLC | 7,408 | $777 | 12/31/2023 |
ESGU | 7,408 | $777 | 12/31/2023 |
Cranbrook Wealth Management LLC | 6,711 | $771 | 03/31/2024 |
ESGU | 6,711 | $771 | 03/31/2024 |
MKT Advisors LLC | 6,820 | $771 | 03/31/2024 |
ESGU | 6,820 | $771 | 03/31/2024 |
Chicago Capital LLC | 6,700 | $770 | 03/31/2024 |
ESGU | 6,700 | $770 | 03/31/2024 |
Twin Peaks Wealth Advisors LLC | 7,335 | $770 | 12/31/2023 |
ESGU | 7,335 | $770 | 12/31/2023 |
Sound View Wealth Advisors Group LLC | 7,265 | $762 | 12/31/2023 |
ESGU | 7,265 | $762 | 12/31/2023 |
Hoxton Planning & Management LLC | 6,479 | $745 | 03/31/2024 |
ESGU | 6,479 | $745 | 03/31/2024 |
Nwam LLC | 7,034 | $738 | 12/31/2023 |
ESGU | 7,034 | $738 | 12/31/2023 |
Change Path LLC | 6,969 | $731 | 12/31/2023 |
ESGU | 6,969 | $731 | 12/31/2023 |
Principal Securities Inc. | 6,860 | $720 | 12/31/2023 |
ESGU | 6,860 | $720 | 12/31/2023 |
RWM Asset Management LLC | 6,184 | $711 | 03/31/2024 |
ESGU | 6,184 | $711 | 03/31/2024 |
Y Intercept Hong Kong Ltd | 6,680 | $701 | 12/31/2023 |
ESGU | 6,680 | $701 | 12/31/2023 |
Bell Investment Advisors Inc | 6,679 | $701 | 12/31/2023 |
ESGU | 6,679 | $701 | 12/31/2023 |
Presilium Private Wealth LLC | 6,667 | $700 | 12/31/2023 |
ESGU | 6,667 | $700 | 12/31/2023 |
Sutton Place Investors LLC | 6,078 | $699 | 03/31/2024 |
ESGU | 6,078 | $699 | 03/31/2024 |
EverSource Wealth Advisors LLC | 6,586 | $691 | 12/31/2023 |
ESGU | 6,586 | $691 | 12/31/2023 |
CIBC World Markets Inc. | 6,485 | $680 | 12/31/2023 |
ESGU | 6,485 | $680 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 5,877 | $676 | 03/31/2024 |
ESGU | 5,877 | $676 | 03/31/2024 |
Cantor Fitzgerald Investment Adviser L.P. | 6,444 | $676 | 12/31/2023 |
ESGU | 6,444 | $676 | 12/31/2023 |
EQ LLC | 6,404 | $672 | 12/31/2023 |
ESGU | 6,404 | $672 | 12/31/2023 |
CENTRAL TRUST Co | 6,389 | $670 | 12/31/2023 |
ESGU | 6,389 | $670 | 12/31/2023 |
MAI Capital Management | 6,390 | $670 | 12/31/2023 |
ESGU | 6,390 | $670 | 12/31/2023 |
Walkner Condon Financial Advisors LLC | 6,389 | $670 | 12/31/2023 |
ESGU | 6,389 | $670 | 12/31/2023 |
Keener Financial Planning LLC | 6,342 | $665 | 12/31/2023 |
ESGU | 6,342 | $665 | 12/31/2023 |
BCU Wealth Advisors LLC | 6,210 | $652 | 12/31/2023 |
ESGU | 6,210 | $652 | 12/31/2023 |
McClarren Financial Advisors Inc. | 6,200 | $650 | 12/31/2023 |
ESGU | 6,200 | $650 | 12/31/2023 |
Sound Income Strategies LLC | 5,641 | $648 | 03/31/2024 |
ESGU | 5,641 | $648 | 03/31/2024 |
Atlas Private Wealth Advisors | 6,116 | $642 | 12/31/2023 |
ESGU | 6,116 | $642 | 12/31/2023 |
Live Oak Investment Partners | 6,119 | $642 | 12/31/2023 |
ESGU | 6,119 | $642 | 12/31/2023 |
Redwood Investment Management LLC | 6,094 | $639 | 12/31/2023 |
ESGU | 6,094 | $639 | 12/31/2023 |
Ameraudi Asset Management Inc. | 6,022 | $632 | 12/31/2023 |
ESGU | 6,022 | $632 | 12/31/2023 |
Regimen Wealth LLC | 5,992 | $629 | 12/31/2023 |
ESGU | 5,992 | $629 | 12/31/2023 |
Boston Private Wealth LLC | 5,948 | $624 | 12/31/2023 |
ESGU | 5,948 | $624 | 12/31/2023 |
Great Diamond Partners LLC | 5,929 | $622 | 12/31/2023 |
ESGU | 5,929 | $622 | 12/31/2023 |
Brewster Financial Planning LLC | 5,397 | $620 | 03/31/2024 |
ESGU | 5,397 | $620 | 03/31/2024 |
Detalus Advisors LLC | 5,884 | $617 | 12/31/2023 |
ESGU | 5,884 | $617 | 12/31/2023 |
IHT Wealth Management LLC | 5,832 | $612 | 12/31/2023 |
ESGU | 5,832 | $612 | 12/31/2023 |
ORG Partners LLC | 5,757 | $605 | 12/31/2023 |
ESGU | 5,757 | $605 | 12/31/2023 |
Front Row Advisors LLC | 5,750 | $603 | 12/31/2023 |
ESGU | 5,750 | $603 | 12/31/2023 |
Riverwater Partners LLC | 5,648 | $593 | 12/31/2023 |
ESGU | 5,648 | $593 | 12/31/2023 |
Theory Financial LLC | 5,619 | $590 | 12/31/2023 |
ESGU | 5,619 | $590 | 12/31/2023 |
PFG Advisors | 5,584 | $586 | 12/31/2023 |
ESGU | 5,584 | $586 | 12/31/2023 |
Cornerstone Planning Group LLC | 5,538 | $581 | 12/31/2023 |
ESGU | 5,538 | $581 | 12/31/2023 |
SYM FINANCIAL Corp | 5,528 | $580 | 12/31/2023 |
ESGU | 5,528 | $580 | 12/31/2023 |
Ameritas Advisory Services LLC | 5,432 | $572 | 12/31/2023 |
ESGU | 5,432 | $572 | 12/31/2023 |
Symmetry Partners LLC | 4,937 | $568 | 03/31/2024 |
ESGU | 4,937 | $568 | 03/31/2024 |
Commerce Bank | 5,394 | $566 | 12/31/2023 |
ESGU | 5,394 | $566 | 12/31/2023 |
Foundations Investment Advisors LLC | 5,259 | $566 | 12/31/2023 |
ESGU | 5,259 | $566 | 12/31/2023 |
Financial Counselors Inc. | 5,377 | $564 | 12/31/2023 |
ESGU | 5,377 | $564 | 12/31/2023 |
Belpointe Asset Management LLC | 5,335 | $560 | 12/31/2023 |
ESGU | 5,335 | $560 | 12/31/2023 |
Pettinga Financial Advisors LLC | 4,865 | $559 | 03/31/2024 |
ESGU | 4,865 | $559 | 03/31/2024 |
Buckingham Strategic Partners | 5,315 | $558 | 12/31/2023 |
ESGU | 5,315 | $558 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 5,265 | $552 | 12/31/2023 |
ESGU | 5,265 | $552 | 12/31/2023 |
Lido Advisors LLC | 5,244 | $550 | 12/31/2023 |
ESGU | 5,244 | $550 | 12/31/2023 |
Western Wealth Management LLC | 5,243 | $550 | 12/31/2023 |
ESGU | 5,243 | $550 | 12/31/2023 |
Quent Capital LLC | 5,229 | $549 | 12/31/2023 |
ESGU | 5,229 | $549 | 12/31/2023 |
Members Capital Advisors Inc. | 5,205 | $546 | 12/31/2023 |
ESGU | 5,205 | $546 | 12/31/2023 |
Fiduciary Alliance LLC | 4,751 | $545 | 03/31/2024 |
ESGU | 4,751 | $545 | 03/31/2024 |
WNY Asset Management LLC | 5,184 | $544 | 12/31/2023 |
ESGU | 5,184 | $544 | 12/31/2023 |
Aaron Wealth Advisors | 5,159 | $541 | 12/31/2023 |
ESGU | 5,159 | $541 | 12/31/2023 |
UMB Bank N A MO | 5,062 | $531 | 12/31/2023 |
ESGU | 5,062 | $531 | 12/31/2023 |
Quadcap Wealth Management LLC | 5,054 | $530 | 12/31/2023 |
ESGU | 5,054 | $530 | 12/31/2023 |
Main Street Financial Solutions LLC | 5,039 | $529 | 12/31/2023 |
ESGU | 5,039 | $529 | 12/31/2023 |
Hutchens & Kramer Investment Management Group LLC | 5,042 | $529 | 12/31/2023 |
ESGU | 5,042 | $529 | 12/31/2023 |
Sovereign Financial Group Inc. | 4,571 | $525 | 03/31/2024 |
ESGU | 4,571 | $525 | 03/31/2024 |
Syntegra Private Wealth Group LLC | 4,991 | $524 | 12/31/2023 |
ESGU | 4,991 | $524 | 12/31/2023 |
Level Financial Advisors Inc. | 4,523 | $520 | 03/31/2024 |
ESGU | 4,523 | $520 | 03/31/2024 |
Wade Financial Advisory Inc | 4,935 | $518 | 12/31/2023 |
ESGU | 4,935 | $518 | 12/31/2023 |
Regis Acquisition Inc. | 4,934 | $518 | 12/31/2023 |
ESGU | 4,934 | $518 | 12/31/2023 |
Great Valley Advisor Group Inc. | 4,889 | $513 | 12/31/2023 |
ESGU | 4,889 | $513 | 12/31/2023 |
Root Financial Partners LLC | 4,867 | $511 | 12/31/2023 |
ESGU | 4,867 | $511 | 12/31/2023 |
Archford Capital Strategies LLC | 4,843 | $508 | 12/31/2023 |
ESGU | 4,843 | $508 | 12/31/2023 |
Synovus Financial Corp | 4,815 | $505 | 12/31/2023 |
ESGU | 4,815 | $505 | 12/31/2023 |
Howard Financial Services LTD. | 4,386 | $504 | 03/31/2024 |
ESGU | 4,386 | $504 | 03/31/2024 |
Rosenberg Matthew Hamilton | 4,393 | $504 | 03/31/2024 |
ESGU | 4,393 | $504 | 03/31/2024 |
Savvy Advisors Inc. | 4,800 | $504 | 12/31/2023 |
ESGU | 4,800 | $504 | 12/31/2023 |
Osborne Partners Capital Management LLC | 4,633 | $486 | 12/31/2023 |
ESGU | 4,633 | $486 | 12/31/2023 |
Mascoma Wealth Management LLC | 4,586 | $481 | 12/31/2023 |
ESGU | 4,586 | $481 | 12/31/2023 |
Hilltop Wealth Advisors LLC | 4,173 | $480 | 03/31/2024 |
ESGU | 4,173 | $480 | 03/31/2024 |
Semus Wealth Partners LLC | 4,566 | $479 | 12/31/2023 |
ESGU | 4,566 | $479 | 12/31/2023 |
Cedrus LLC | 4,095 | $471 | 03/31/2024 |
ESGU | 4,095 | $471 | 03/31/2024 |
US Financial Advisors LLC | 4,491 | $471 | 12/31/2023 |
ESGU | 4,491 | $471 | 12/31/2023 |
XML Financial LLC | 4,366 | $458 | 12/31/2023 |
ESGU | 4,366 | $458 | 12/31/2023 |
Johnson Investment Counsel Inc. | 4,360 | $457 | 12/31/2023 |
ESGU | 4,360 | $457 | 12/31/2023 |
Beacon Financial Advisory LLC | 4,331 | $454 | 12/31/2023 |
ESGU | 4,331 | $454 | 12/31/2023 |
Beverly Hills Private Wealth LLC | 4,317 | $453 | 12/31/2023 |
ESGU | 4,317 | $453 | 12/31/2023 |
RKL Wealth Management LLC | 4,306 | $452 | 12/31/2023 |
ESGU | 4,306 | $452 | 12/31/2023 |
WealthCollab LLC | 4,311 | $452 | 12/31/2023 |
ESGU | 4,311 | $452 | 12/31/2023 |
Tanager Wealth Management LLP | 4,297 | $451 | 12/31/2023 |
ESGU | 4,297 | $451 | 12/31/2023 |
Absolute Capital Management LLC | 4,272 | $448 | 12/31/2023 |
ESGU | 4,272 | $448 | 12/31/2023 |
ABLE Financial Group LLC | 4,266 | $448 | 12/31/2023 |
ESGU | 4,266 | $448 | 12/31/2023 |
Arcadia Wealth Management LLC | 4,263 | $447 | 12/31/2023 |
ESGU | 4,263 | $447 | 12/31/2023 |
Actinver Wealth Management Inc. | 4,250 | $446 | 12/31/2023 |
ESGU | 4,250 | $446 | 12/31/2023 |
Baker Avenue Asset Management LP | 4,206 | $441 | 12/31/2023 |
ESGU | 4,206 | $441 | 12/31/2023 |
Lantz Financial LLC | 3,827 | $440 | 03/31/2024 |
ESGU | 3,827 | $440 | 03/31/2024 |
D. Scott Neal Inc. | 3,787 | $435 | 03/31/2024 |
ESGU | 3,787 | $435 | 03/31/2024 |
Visionary Wealth Advisors | 4,070 | $427 | 12/31/2023 |
ESGU | 4,070 | $427 | 12/31/2023 |
Sage Advisory Services Ltd.Co. | 4,049 | $425 | 12/31/2023 |
ESGU | 4,049 | $425 | 12/31/2023 |
Bailard Inc. | 3,990 | $419 | 12/31/2023 |
ESGU | 3,990 | $419 | 12/31/2023 |
Veriti Management LLC | 3,591 | $413 | 03/31/2024 |
ESGU | 3,591 | $413 | 03/31/2024 |
Grimes & Company Inc. | 3,577 | $411 | 03/31/2024 |
ESGU | 3,577 | $411 | 03/31/2024 |
Castle Wealth Management LLC | 3,917 | $411 | 12/31/2023 |
ESGU | 3,917 | $411 | 12/31/2023 |
Garrett Investment Advisors LLC | 3,564 | $410 | 03/31/2024 |
ESGU | 3,564 | $410 | 03/31/2024 |
Centurion Wealth Management LLC | 3,869 | $406 | 12/31/2023 |
ESGU | 3,869 | $406 | 12/31/2023 |
Cresset Asset Management LLC | 3,858 | $405 | 12/31/2023 |
ESGU | 3,858 | $405 | 12/31/2023 |
Scotia Capital Inc. | 3,846 | $404 | 12/31/2023 |
ESGU | 3,846 | $404 | 12/31/2023 |
Alpha Cubed Investments LLC | 3,809 | $400 | 12/31/2023 |
ESGU | 3,809 | $400 | 12/31/2023 |
Oxinas Partners Wealth Management LLC | 3,420 | $393 | 03/31/2024 |
ESGU | 3,420 | $393 | 03/31/2024 |
Horizons Wealth Management | 3,742 | $393 | 03/31/2024 |
ESGU | 3,742 | $393 | 03/31/2024 |
Resource Planning Group | 3,746 | $393 | 12/31/2023 |
ESGU | 3,746 | $393 | 12/31/2023 |
MontVue Capital Management Inc. | 3,734 | $392 | 12/31/2023 |
ESGU | 3,734 | $392 | 12/31/2023 |
Peninsula Wealth LLC | 3,718 | $390 | 12/31/2023 |
ESGU | 3,718 | $390 | 12/31/2023 |
Hanlon Investment Management Inc. | 3,699 | $388 | 12/31/2023 |
ESGU | 3,699 | $388 | 12/31/2023 |
Peak Financial Management Inc. | 3,698 | $388 | 12/31/2023 |
ESGU | 3,698 | $388 | 12/31/2023 |
Acorn Financial Advisory Services Inc. ADV | 3,686 | $387 | 12/31/2023 |
ESGU | 3,686 | $387 | 12/31/2023 |
Argent Trust Co | 3,682 | $386 | 12/31/2023 |
ESGU | 3,682 | $386 | 12/31/2023 |
Hobart Private Capital LLC | 3,345 | $385 | 03/31/2024 |
ESGU | 3,345 | $385 | 03/31/2024 |
Jane Street Group LLC | 3,671 | $385 | 12/31/2023 |
ESGU | 3,671 | $385 | 12/31/2023 |
ICA Group Wealth Management LLC | 3,672 | $385 | 12/31/2023 |
ESGU | 3,672 | $385 | 12/31/2023 |
Stone House Investment Management LLC | 3,661 | $384 | 12/31/2023 |
ESGU | 3,661 | $384 | 12/31/2023 |
Evergreen Capital Management LLC | 3,648 | $383 | 12/31/2023 |
ESGU | 3,648 | $383 | 12/31/2023 |
Kingsview Wealth Management LLC | 3,627 | $381 | 12/31/2023 |
ESGU | 3,627 | $381 | 12/31/2023 |
InterOcean Capital Group LLC | 3,559 | $373 | 12/31/2023 |
ESGU | 3,559 | $373 | 12/31/2023 |
Tritonpoint Wealth LLC | 3,528 | $370 | 12/31/2023 |
ESGU | 3,528 | $370 | 12/31/2023 |
Graves Light Private Wealth Management Inc. | 3,494 | $367 | 12/31/2023 |
ESGU | 3,494 | $367 | 12/31/2023 |
Murphy Middleton Hinkle & Parker Inc. | 3,184 | $366 | 03/31/2024 |
ESGU | 3,184 | $366 | 03/31/2024 |
Weil Company Inc. | 3,422 | $359 | 12/31/2023 |
ESGU | 3,422 | $359 | 12/31/2023 |
Destination Wealth Management | 3,395 | $356 | 12/31/2023 |
ESGU | 3,395 | $356 | 12/31/2023 |
Litman Gregory Asset Management LLC | 3,397 | $356 | 12/31/2023 |
ESGU | 3,397 | $356 | 12/31/2023 |
CWA Asset Management Group LLC | 3,395 | $356 | 12/31/2023 |
ESGU | 3,395 | $356 | 12/31/2023 |
CAPROCK Group Inc. | 3,380 | $355 | 12/31/2023 |
ESGU | 3,380 | $355 | 12/31/2023 |
Talisman Wealth Advisors LLC | 3,388 | $355 | 12/31/2023 |
ESGU | 3,388 | $355 | 12/31/2023 |
Cardinal Point Capital Management ULC | 3,365 | $353 | 12/31/2023 |
ESGU | 3,365 | $353 | 12/31/2023 |
Vise Technologies Inc. | 3,326 | $349 | 12/31/2023 |
ESGU | 3,326 | $349 | 12/31/2023 |
CIBC Private Wealth Group LLC | 3,321 | $348 | 12/31/2023 |
ESGU | 3,321 | $348 | 12/31/2023 |
Signaturefd LLC | 3,315 | $348 | 12/31/2023 |
ESGU | 3,315 | $348 | 12/31/2023 |
Bank of Nova Scotia | 3,304 | $347 | 12/31/2023 |
ESGU | 3,304 | $347 | 12/31/2023 |
Mather Group LLC. | 3,274 | $344 | 03/31/2024 |
ESGU | 3,274 | $344 | 03/31/2024 |
Pittenger & Anderson Inc. | 3,282 | $344 | 12/31/2023 |
ESGU | 3,282 | $344 | 12/31/2023 |
Stock Yards Bank & Trust Co. | 3,269 | $343 | 12/31/2023 |
ESGU | 3,269 | $343 | 12/31/2023 |
ARQ Wealth Advisors LLC | 3,230 | $339 | 12/31/2023 |
ESGU | 3,230 | $339 | 12/31/2023 |
Buttonwood Financial Group LLC | 2,912 | $335 | 03/31/2024 |
ESGU | 2,912 | $335 | 03/31/2024 |
Jefferies Financial Group Inc. | 3,141 | $330 | 12/31/2023 |
ESGU | 3,141 | $330 | 12/31/2023 |
WealthPlan Investment Management LLC | 3,134 | $329 | 12/31/2023 |
ESGU | 3,134 | $329 | 12/31/2023 |
Western Financial Corp CA | 3,140 | $329 | 12/31/2023 |
ESGU | 3,140 | $329 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 3,128 | $328 | 12/31/2023 |
ESGU | 3,128 | $328 | 12/31/2023 |
Simon Quick Advisors LLC | 2,848 | $327 | 03/31/2024 |
ESGU | 2,848 | $327 | 03/31/2024 |
Valtinson Bruner Financial Planning LLC | 3,118 | $327 | 12/31/2023 |
ESGU | 3,118 | $327 | 12/31/2023 |
Essex Financial Services Inc. | 3,064 | $321 | 12/31/2023 |
ESGU | 3,064 | $321 | 12/31/2023 |
Crabel Capital Management LLC | 3,048 | $320 | 12/31/2023 |
ESGU | 3,048 | $320 | 12/31/2023 |
Haverford Trust Co. | 3,028 | $318 | 12/31/2023 |
ESGU | 3,028 | $318 | 12/31/2023 |
Bank of New Hampshire | 2,760 | $317 | 03/31/2024 |
ESGU | 2,760 | $317 | 03/31/2024 |
Patriot Investment Management Inc. | 2,684 | $309 | 03/31/2024 |
ESGU | 2,684 | $309 | 03/31/2024 |
Arkadios Wealth Advisors | 2,911 | $305 | 12/31/2023 |
ESGU | 2,911 | $305 | 12/31/2023 |
Level Four Advisory Services LLC | 2,887 | $303 | 12/31/2023 |
ESGU | 2,887 | $303 | 12/31/2023 |
JSF Financial LLC | 2,859 | $300 | 12/31/2023 |
ESGU | 2,859 | $300 | 12/31/2023 |
Mountain Capital Investment Advisors Inc | 2,620 | $299 | 03/31/2024 |
ESGU | 2,620 | $299 | 03/31/2024 |
Steel Peak Wealth Management LLC | 2,561 | $294 | 03/31/2024 |
ESGU | 2,561 | $294 | 03/31/2024 |
Fort Point Capital Partners LLC | 2,797 | $293 | 12/31/2023 |
ESGU | 2,797 | $293 | 12/31/2023 |
Centaurus Financial Inc. | 2,773 | $291 | 12/31/2023 |
ESGU | 2,773 | $291 | 12/31/2023 |
Coppell Advisory Solutions LLC | 2,776 | $291 | 12/31/2023 |
ESGU | 2,776 | $291 | 12/31/2023 |
Vivaldi Capital Management LLC | 2,647 | $288 | 12/31/2023 |
ESGU | 2,647 | $288 | 12/31/2023 |
Smithfield Trust Co. | 2,735 | $287 | 12/31/2023 |
ESGU | 2,735 | $287 | 12/31/2023 |
Atticus Wealth Management LLC | 2,479 | $285 | 03/31/2024 |
ESGU | 2,479 | $285 | 03/31/2024 |
MBE Wealth Management LLC | 2,474 | $284 | 03/31/2024 |
ESGU | 2,474 | $284 | 03/31/2024 |
PDS Planning Inc | 2,696 | $283 | 12/31/2023 |
ESGU | 2,696 | $283 | 12/31/2023 |
Professional Financial Advisors LLC | 2,695 | $283 | 12/31/2023 |
ESGU | 2,695 | $283 | 12/31/2023 |
Vermillion & White Wealth Management Group LLC | 2,702 | $283 | 12/31/2023 |
ESGU | 2,702 | $283 | 12/31/2023 |
Financial Management Network Inc. | 2,488 | $281 | 03/31/2024 |
ESGU | 2,488 | $281 | 03/31/2024 |
BKM Wealth Management LLC | 2,388 | $275 | 03/31/2024 |
ESGU | 2,388 | $275 | 03/31/2024 |
Wilbanks Smith & Thomas Asset Management LLC | 2,612 | $274 | 12/31/2023 |
ESGU | 2,612 | $274 | 12/31/2023 |
Worth Financial Advisory Group LLC | 2,600 | $273 | 12/31/2023 |
ESGU | 2,600 | $273 | 12/31/2023 |
LGT Financial Advisors LLC | 2,579 | $271 | 12/31/2023 |
ESGU | 2,579 | $271 | 12/31/2023 |
Resurgent Financial Advisors LLC | 2,576 | $270 | 12/31/2023 |
ESGU | 2,576 | $270 | 12/31/2023 |
Strategic Financial Concepts LLC | 2,343 | $269 | 03/31/2024 |
ESGU | 2,343 | $269 | 03/31/2024 |
Consolidated Portfolio Review Corp | 2,543 | $267 | 12/31/2023 |
ESGU | 2,543 | $267 | 12/31/2023 |
Brighton Jones LLC | 2,532 | $266 | 12/31/2023 |
ESGU | 2,532 | $266 | 12/31/2023 |
Seven Post Investment Office LP | 2,532 | $266 | 12/31/2023 |
ESGU | 2,532 | $266 | 12/31/2023 |
GeoWealth Management LLC | 2,545 | $266 | 12/31/2023 |
ESGU | 2,545 | $266 | 12/31/2023 |
Security Financial Services INC. | 2,276 | $262 | 03/31/2024 |
ESGU | 2,276 | $262 | 03/31/2024 |
Sage Financial Group Inc. | 2,500 | $262 | 12/31/2023 |
ESGU | 2,500 | $262 | 12/31/2023 |
Whalerock Point Partners LLC | 2,493 | $262 | 12/31/2023 |
ESGU | 2,493 | $262 | 12/31/2023 |
Founders Financial Alliance LLC | 2,498 | $262 | 12/31/2023 |
ESGU | 2,498 | $262 | 12/31/2023 |
Thrive Capital Management LLC | 2,490 | $261 | 12/31/2023 |
ESGU | 2,490 | $261 | 12/31/2023 |
Private Client Services LLC | 2,475 | $260 | 12/31/2023 |
ESGU | 2,475 | $260 | 12/31/2023 |
Single Point Partners LLC | 2,248 | $258 | 03/31/2024 |
ESGU | 2,248 | $258 | 03/31/2024 |
Waldron Private Wealth LLC | 2,463 | $258 | 12/31/2023 |
ESGU | 2,463 | $258 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 2,194 | $252 | 03/31/2024 |
ESGU | 2,194 | $252 | 03/31/2024 |
GSA Capital Partners LLP | 2,391 | $251 | 12/31/2023 |
ESGU | 2,391 | $251 | 12/31/2023 |
Milestone Investment Advisors LLC | 2,394 | $251 | 12/31/2023 |
ESGU | 2,394 | $251 | 12/31/2023 |
Financial Engines Advisors L.L.C. | 2,378 | $250 | 12/31/2023 |
ESGU | 2,378 | $250 | 12/31/2023 |
Financial Advocates Investment Management | 2,370 | $249 | 12/31/2023 |
ESGU | 2,370 | $249 | 12/31/2023 |
Integrity Wealth Solutions LLC | 2,156 | $248 | 03/31/2024 |
ESGU | 2,156 | $248 | 03/31/2024 |
Criterion Capital Advisors LLC | 2,151 | $247 | 03/31/2024 |
ESGU | 2,151 | $247 | 03/31/2024 |
Rede Wealth LLC | 2,350 | $247 | 12/31/2023 |
ESGU | 2,350 | $247 | 12/31/2023 |
Hudson Capital Management LLC | 2,125 | $244 | 03/31/2024 |
ESGU | 2,125 | $244 | 03/31/2024 |
Aprio Wealth Management LLC | 2,122 | $244 | 03/31/2024 |
ESGU | 2,122 | $244 | 03/31/2024 |
Prime Capital Investment Advisors LLC | 2,325 | $244 | 12/31/2023 |
ESGU | 2,325 | $244 | 12/31/2023 |
Trademark Financial Management LLC | 2,278 | $239 | 12/31/2023 |
ESGU | 2,278 | $239 | 12/31/2023 |
Prospera Financial Services Inc | 2,235 | $234 | 12/31/2023 |
ESGU | 2,235 | $234 | 12/31/2023 |
Green Harvest Asset Management LLC | 2,224 | $233 | 12/31/2023 |
ESGU | 2,224 | $233 | 12/31/2023 |
Aspen Wealth Strategies LLC | 2,223 | $233 | 12/31/2023 |
ESGU | 2,223 | $233 | 12/31/2023 |
Aspire Private Capital LLC | 2,020 | $232 | 03/31/2024 |
ESGU | 2,020 | $232 | 03/31/2024 |
Amplius Wealth Advisors LLC | 2,009 | $231 | 03/31/2024 |
ESGU | 2,009 | $231 | 03/31/2024 |
Qube Research & Technologies Ltd | 2,191 | $230 | 12/31/2023 |
ESGU | 2,191 | $230 | 12/31/2023 |
MONECO Advisors LLC | 2,196 | $230 | 12/31/2023 |
ESGU | 2,196 | $230 | 12/31/2023 |
Advisor OS LLC | 2,194 | $230 | 12/31/2023 |
ESGU | 2,194 | $230 | 12/31/2023 |
Pathway Financial Advisors LLC | 1,955 | $225 | 03/31/2024 |
ESGU | 1,955 | $225 | 03/31/2024 |
Fortis Capital Advisors LLC | 2,148 | $225 | 12/31/2023 |
ESGU | 2,148 | $225 | 12/31/2023 |
Annex Advisory Services LLC | 1,947 | $224 | 03/31/2024 |
ESGU | 1,947 | $224 | 03/31/2024 |
Lwmg LLC | 2,122 | $223 | 12/31/2023 |
ESGU | 2,122 | $223 | 12/31/2023 |
NBC Securities Inc. | 1,898 | $218 | 03/31/2024 |
ESGU | 1,898 | $218 | 03/31/2024 |
North Star Asset Management Inc. | 2,060 | $216 | 12/31/2023 |
ESGU | 2,060 | $216 | 12/31/2023 |
TD Capital Management LLC | 2,037 | $214 | 12/31/2023 |
ESGU | 2,037 | $214 | 12/31/2023 |
Brown Advisory Inc. | 2,028 | $213 | 12/31/2023 |
ESGU | 2,028 | $213 | 12/31/2023 |
Whittier Trust Co. | 2,000 | $210 | 12/31/2023 |
ESGU | 2,000 | $210 | 12/31/2023 |
Obsidian Personal Planning Solutions LLC | 1,989 | $209 | 12/31/2023 |
ESGU | 1,989 | $209 | 12/31/2023 |
Pinnacle Associates Ltd. | 1,987 | $208 | 12/31/2023 |
ESGU | 1,987 | $208 | 12/31/2023 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,952 | $207 | 12/31/2023 |
ESGU | 1,952 | $207 | 12/31/2023 |
Dakota Wealth Management | 1,952 | $205 | 12/31/2023 |
ESGU | 1,952 | $205 | 12/31/2023 |
Ieq Capital LLC | 1,936 | $203 | 12/31/2023 |
ESGU | 1,936 | $203 | 12/31/2023 |
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 1,930 | $202 | 12/31/2023 |
ESGU | 1,930 | $202 | 12/31/2023 |
One Day In July LLC | 1,926 | $202 | 12/31/2023 |
ESGU | 1,926 | $202 | 12/31/2023 |
Stephens Consulting LLC | 1,732 | $199 | 03/31/2024 |
ESGU | 1,732 | $199 | 03/31/2024 |
Huntington National Bank | 1,845 | $194 | 12/31/2023 |
ESGU | 1,845 | $194 | 12/31/2023 |
Tortoise Investment Management LLC | 1,850 | $194 | 12/31/2023 |
ESGU | 1,850 | $194 | 12/31/2023 |
Bank of Montreal Can | 1,813 | $191 | 12/31/2023 |
ESGU | 1,813 | $191 | 12/31/2023 |
Concord Wealth Partners | 1,638 | $172 | 12/31/2023 |
ESGU | 1,638 | $172 | 12/31/2023 |
New Republic Capital LLC | 1,589 | $167 | 12/31/2023 |
ESGU | 1,589 | $167 | 12/31/2023 |
Scarborough Advisors LLC | 1,582 | $166 | 12/31/2023 |
ESGU | 1,582 | $166 | 12/31/2023 |
Asset Dedication LLC | 1,394 | $160 | 03/31/2024 |
ESGU | 1,394 | $160 | 03/31/2024 |
Oliver Lagore Vanvalin Investment Group | 1,491 | $156 | 12/31/2023 |
ESGU | 1,491 | $156 | 12/31/2023 |
Semmax Financial Advisors Inc. | 1,378 | $150 | 12/31/2023 |
ESGU | 1,378 | $150 | 12/31/2023 |
Able Wealth Management LLC | 1,364 | $143 | 12/31/2023 |
ESGU | 1,364 | $143 | 12/31/2023 |
Element Wealth LLC | 1,315 | $138 | 12/31/2023 |
ESGU | 1,315 | $138 | 12/31/2023 |
Johnson Financial Group Inc. | 1,275 | $134 | 12/31/2023 |
ESGU | 1,275 | $134 | 12/31/2023 |
Voisard Asset Management Group Inc. | 1,101 | $127 | 03/31/2024 |
ESGU | 1,101 | $127 | 03/31/2024 |
FinTrust Capital Advisors LLC | 1,200 | $126 | 12/31/2023 |
ESGU | 1,200 | $126 | 12/31/2023 |
Lowe Wealth Advisors LLC | 1,075 | $124 | 03/31/2024 |
ESGU | 1,075 | $124 | 03/31/2024 |
Signature Resources Capital Management LLC | 1,183 | $124 | 03/31/2024 |
ESGU | 1,183 | $124 | 03/31/2024 |
Larson Financial Group LLC | 1,132 | $119 | 12/31/2023 |
ESGU | 1,132 | $119 | 12/31/2023 |
Investment Research & Advisory Group Inc. | 1,001 | $115 | 03/31/2024 |
ESGU | 1,001 | $115 | 03/31/2024 |
Tanglewood Legacy Advisors LLC | 1,000 | $115 | 03/31/2024 |
ESGU | 1,000 | $115 | 03/31/2024 |
Bartlett & Co. LLC | 1,073 | $113 | 12/31/2023 |
ESGU | 1,073 | $113 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 1,073 | $113 | 12/31/2023 |
ESGU | 1,073 | $113 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 960 | $110 | 03/31/2024 |
ESGU | 960 | $110 | 03/31/2024 |
Financial Perspectives Inc | 953 | $110 | 03/31/2024 |
ESGU | 953 | $110 | 03/31/2024 |
BOK Financial Private Wealth Inc. | 1,026 | $108 | 12/31/2023 |
ESGU | 1,026 | $108 | 12/31/2023 |
Geneos Wealth Management Inc. | 1,006 | $106 | 12/31/2023 |
ESGU | 1,006 | $106 | 12/31/2023 |
Tucker Asset Management LLC | 794 | $83 | 12/31/2023 |
ESGU | 794 | $83 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 786 | $82 | 12/31/2023 |
ESGU | 786 | $82 | 12/31/2023 |
Sunbelt Securities Inc. | 694 | $80 | 03/31/2024 |
ESGU | 694 | $80 | 03/31/2024 |
JFS Wealth Advisors LLC | 757 | $79 | 12/31/2023 |
ESGU | 757 | $79 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 743 | $78 | 12/31/2023 |
ESGU | 743 | $78 | 12/31/2023 |
Winthrop Capital Management LLC | 730 | $77 | 12/31/2023 |
ESGU | 730 | $77 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 668 | $70 | 12/31/2023 |
ESGU | 668 | $70 | 12/31/2023 |
Cape Investment Advisory Inc. | 657 | $69 | 12/31/2023 |
ESGU | 657 | $69 | 12/31/2023 |
Rise Advisors LLC | 550 | $63 | 03/31/2024 |
ESGU | 550 | $63 | 03/31/2024 |
Center for Financial Planning Inc. | 588 | $62 | 12/31/2023 |
ESGU | 588 | $62 | 12/31/2023 |
Investors Research Corp | 581 | $61 | 12/31/2023 |
ESGU | 581 | $61 | 12/31/2023 |
Tennessee Valley Asset Management Partners | 522 | $55 | 12/31/2023 |
ESGU | 522 | $55 | 12/31/2023 |
NewSquare Capital LLC | 480 | $50 | 12/31/2023 |
ESGU | 480 | $50 | 12/31/2023 |
IAG Wealth Partners LLC | 480 | $50 | 12/31/2023 |
ESGU | 480 | $50 | 12/31/2023 |
Harbor Investment Advisory LLC | 417 | $48 | 03/31/2024 |
ESGU | 417 | $48 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 449 | $47 | 12/31/2023 |
ESGU | 449 | $47 | 12/31/2023 |
JNBA Financial Advisors | 410 | $43 | 12/31/2023 |
ESGU | 410 | $43 | 12/31/2023 |
Archer Investment Corp | 412 | $43 | 12/31/2023 |
ESGU | 412 | $43 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 365 | $42 | 03/31/2024 |
ESGU | 365 | $42 | 03/31/2024 |
Rockbridge Investment Management LCC | 405 | $42 | 12/31/2023 |
ESGU | 405 | $42 | 12/31/2023 |
Salem Investment Counselors Inc. | 311 | $36 | 03/31/2024 |
ESGU | 311 | $36 | 03/31/2024 |
Iron Horse Wealth Management LLC | 313 | $36 | 03/31/2024 |
ESGU | 313 | $36 | 03/31/2024 |
Future Financial Wealth Managment LLC | 301 | $35 | 03/31/2024 |
ESGU | 301 | $35 | 03/31/2024 |
Fortitude Family Office LLC | 295 | $34 | 03/31/2024 |
ESGU | 295 | $34 | 03/31/2024 |
Family Asset Management LLC | 308 | $32 | 12/31/2023 |
ESGU | 308 | $32 | 12/31/2023 |
PrairieView Partners LLC | 291 | $31 | 12/31/2023 |
ESGU | 291 | $31 | 12/31/2023 |
CVA Family Office LLC | 257 | $30 | 03/31/2024 |
ESGU | 257 | $30 | 03/31/2024 |
Atlantic Trust LLC | 278 | $29 | 12/31/2023 |
ESGU | 278 | $29 | 12/31/2023 |
Parkside Financial Bank & Trust | 259 | $27 | 12/31/2023 |
ESGU | 259 | $27 | 12/31/2023 |
Caitlin John LLC | 259 | $27 | 12/31/2023 |
ESGU | 259 | $27 | 12/31/2023 |
Rice Partnership LLC | 237 | $25 | 12/31/2023 |
ESGU | 237 | $25 | 12/31/2023 |
Impact Partnership Wealth LLC | 242 | $25 | 12/31/2023 |
ESGU | 242 | $25 | 12/31/2023 |
Trust Co | 195 | $22 | 03/31/2024 |
ESGU | 195 | $22 | 03/31/2024 |
Key Financial Inc | 187 | $20 | 12/31/2023 |
ESGU | 187 | $20 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 191 | $20 | 12/31/2023 |
ESGU | 191 | $20 | 12/31/2023 |
Beacon Capital Management LLC | 180 | $19 | 12/31/2023 |
ESGU | 180 | $19 | 12/31/2023 |
Elevate Wealth Advisory Inc. | 176 | $18 | 12/31/2023 |
ESGU | 176 | $18 | 12/31/2023 |
Fifth Third Bancorp | 165 | $17 | 12/31/2023 |
ESGU | 165 | $17 | 12/31/2023 |
Salomon & Ludwin LLC | 161 | $17 | 12/31/2023 |
ESGU | 161 | $17 | 12/31/2023 |
Wetzel Investment Advisors Inc. | 164 | $17 | 12/31/2023 |
ESGU | 164 | $17 | 12/31/2023 |
Atlas Capital Advisors LLC | 143 | $16 | 03/31/2024 |
ESGU | 143 | $16 | 03/31/2024 |
Creative Capital Management Investments LLC | 154 | $16 | 12/31/2023 |
ESGU | 154 | $16 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 134 | $14 | 12/31/2023 |
ESGU | 134 | $14 | 12/31/2023 |
Centerpoint Advisors LLC | 136 | $14 | 12/31/2023 |
ESGU | 136 | $14 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 120 | $13 | 12/31/2023 |
ESGU | 120 | $13 | 12/31/2023 |
Community Bank N.A. | 125 | $13 | 12/31/2023 |
ESGU | 125 | $13 | 12/31/2023 |
DB Wealth Management Group LLC | 120 | $13 | 12/31/2023 |
ESGU | 120 | $13 | 12/31/2023 |
First Financialcorp IN | 83 | $10 | 03/31/2024 |
ESGU | 83 | $10 | 03/31/2024 |
Woodmont Investment Counsel LLC | 88 | $10 | 03/31/2024 |
ESGU | 88 | $10 | 03/31/2024 |
Jones Financial Companies Lllp | 94 | $10 | 12/31/2023 |
ESGU | 94 | $10 | 12/31/2023 |
Ruedi Wealth Management Inc. | 89 | $9 | 12/31/2023 |
ESGU | 89 | $9 | 12/31/2023 |
Morris Financial Concepts Inc. | 66 | $8 | 03/31/2024 |
ESGU | 66 | $8 | 03/31/2024 |
First Pacific Financial | 73 | $8 | 12/31/2023 |
ESGU | 73 | $8 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 58 | $7 | 03/31/2024 |
ESGU | 58 | $7 | 03/31/2024 |
Fortis Advisors LLC | 64 | $7 | 12/31/2023 |
ESGU | 64 | $7 | 12/31/2023 |
Glenmede Trust Co. NA | 58 | $6 | 12/31/2023 |
ESGU | 58 | $6 | 12/31/2023 |
Phillips Financial Management LLC | 57 | $6 | 12/31/2023 |
ESGU | 57 | $6 | 12/31/2023 |
Tower Research Capital LLC TRC | 54 | $6 | 12/31/2023 |
ESGU | 54 | $6 | 12/31/2023 |
Covestor Ltd | 60 | $6 | 12/31/2023 |
ESGU | 60 | $6 | 12/31/2023 |
Thompson Investment Management Inc. | 44 | $5 | 03/31/2024 |
ESGU | 44 | $5 | 03/31/2024 |
PSI Advisors LLC | 53 | $5 | 12/31/2023 |
ESGU | 53 | $5 | 12/31/2023 |
Barrett & Company Inc. | 31 | $4 | 03/31/2024 |
ESGU | 31 | $4 | 03/31/2024 |
Spotlight Asset Group Inc. | 26 | $3 | 12/31/2023 |
ESGU | 26 | $3 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 25 | $3 | 12/31/2023 |
ESGU | 25 | $3 | 12/31/2023 |
VitalStone Financial LLC | 25 | $3 | 12/31/2023 |
ESGU | 25 | $3 | 12/31/2023 |
Robbins Farley LLC | 16 | $2 | 03/31/2024 |
ESGU | 16 | $2 | 03/31/2024 |
GHP Investment Advisors Inc. | 20 | $2 | 12/31/2023 |
ESGU | 20 | $2 | 12/31/2023 |
See Summary: Institutional Holders of ESGU
See Details: Top 10 Hedge Funds Holding ESGU
Also See: ESGU Holdings Changes
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