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Goldman Sachs Access Treasur (GBIL)

CUSIP: 381430529 | NYSE | 873 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

ACR Alpine Capital Research, LLC13,660,162
18.6% of portfolio›$1.4B
Oppenheimer Asset Management Inc.3,080,746
3.2% of portfolio›$308.4M
Pathway Financial Advisors LLC853,862
9.4% of portfolio›$85.5M
Bell Investment Advisors, Inc661,902
9.7% of portfolio›$66.3M
Hohimer Wealth Management, LLC588,673
5.7% of portfolio›$58.9M
Redwood Park Advisors LLC483,293
30.9% of portfolio›$48.4M
3Edge Asset Management, LP463,710
2.0% of portfolio›$46.4M
Atria Investments, Inc453,719
0.4% of portfolio›$45.4M
Chicago Partners Investment Group LLC251,308
0.5% of portfolio›$25.2M
Archvest Wealth Advisors, Inc.249,115
12.5% of portfolio›$24.9M
Castle Rock Wealth Management, LLC205,469
3.9% of portfolio›$20.5M
Commonwealth Equity Services, LLC200,737
0.0% of portfolio›$20.1M
Robertson Stephens Wealth Management, LLC200,447
0.5% of portfolio›$20.1M
Financial & Tax Architects, LLC189,309
3.9% of portfolio›$19.0M
Sage Rhino Capital LLC187,985
3.0% of portfolio›$18.8M
Wealth Enhancement Advisory Services, LLC169,579
0.0% of portfolio›$16.9M
Verus Capital Partners, LLC166,849
0.9% of portfolio›$16.7M
Cooper Financial Group151,770
1.2% of portfolio›$15.2M
MBL Wealth, LLC143,144
0.9% of portfolio›$14.3M
Altfest L J & Co Inc141,081
1.4% of portfolio›$14.1M
Redhawk Wealth Advisors, Inc.140,332
1.4% of portfolio›$14.0M
Guidance Capital, Inc117,745
2.6% of portfolio›$11.8M
Lido Advisors, LLC107,253
0.0% of portfolio›$10.7M
Kestra Advisory Services, LLC106,977
0.0% of portfolio›$10.7M
Oppenheimer & Co Inc106,370
0.1% of portfolio›$10.6M
Cannon Capital Management, Inc.106,081
7.4% of portfolio›$10.6M
Wilkerson Advisory Group LLC92,710
2.8% of portfolio›$9.3M
MGO One Seven LLC86,294
0.1% of portfolio›$8.6M
Blue Square Asset Management, LLC78,602
3.1% of portfolio›$7.9M
Perigon Wealth Management, LLC74,437
0.1% of portfolio›$7.5M
B. Riley Wealth Advisors, Inc.73,906
0.3% of portfolio›$7.4M
Accurate Wealth Management, LLC65,394
0.6% of portfolio›$6.5M
Baker Ellis Asset Management LLC59,138
0.6% of portfolio›$5.9M
Atwood & Palmer Inc51,925
0.3% of portfolio›$5.2M
Goldstein Advisors, LLC50,755
0.5% of portfolio›$5.1M
Prospera Financial Services Inc48,539
0.1% of portfolio›$4.9M
Harbour Capital Advisors, LLC46,901
0.9% of portfolio›$4.7M
Blueprint Investment Partners LLC45,150
0.4% of portfolio›$4.5M
Truist Financial Corp44,920
0.0% of portfolio›$4.5M
Madden Securities Corp43,529
1.2% of portfolio›$4.4M
Evergreen Capital Management LLC42,757
0.1% of portfolio›$4.3M
Sloy Dahl & Holst, LLC40,216
0.6% of portfolio›$4.0M
Farther Finance Advisors, LLC38,838
0.0% of portfolio›$3.9M
KG Capital Management38,720
2.4% of portfolio›$3.9M
Tectonic Advisors LLC38,077
0.2% of portfolio›$3.8M
Sowell Financial Services LLC37,768
0.1% of portfolio›$3.8M
Cambridge Investment Research Advisors, Inc.35,075
0.0% of portfolio›$3.5M
Helium Advisors LLC33,725
2.9% of portfolio›$3.4M
Allen Capital Group, LLC33,272
0.3% of portfolio›$3.3M
Gerber Kawasaki Wealth & Investment Management32,079
0.1% of portfolio›$3.2M
North Forty Two & Co.30,678
2.5% of portfolio›$3.1M
Baldwin Wealth Partners LLC30,547
0.2% of portfolio›$3.1M
Hunter Associates Investment Management LLC30,438
0.7% of portfolio›$3.0M
Vicus Capital29,419
0.2% of portfolio›$2.9M
WT Wealth Management27,882
0.8% of portfolio›$2.8M
Mezzasalma Advisors, LLC27,323
0.6% of portfolio›$2.7M
Venture Visionary Partners LLC27,151
0.1% of portfolio›$2.7M
Blueprint Financial Advisors LLC26,117
0.3% of portfolio›$2.6M
Ignite Planners, LLC25,536
0.3% of portfolio›$2.6M
Kestra Private Wealth Services, LLC25,246
0.0% of portfolio›$2.5M
IFP Advisors, Inc23,660
0.0% of portfolio›$2.4M
Jacobi Capital Management LLC23,594
0.1% of portfolio›$2.4M
Salvus Wealth Management, LLC22,970
1.3% of portfolio›$2.3M
Hidden Cove Wealth Management, LLC22,565
1.2% of portfolio›$2.3M
Successful Portfolios LLC22,344
1.0% of portfolio›$2.2M
Lifelong Wealth Advisors, Inc.21,605
0.5% of portfolio›$2.2M
Elevation Point Wealth Partners, LLC21,231
0.0% of portfolio›$2.1M
Capital Advisors, Ltd. LLC21,225
1.0% of portfolio›$2.1M
Hara Capital LLC21,180
1.0% of portfolio›$2.1M
Barnes Dennig Private Wealth Management LLC20,574
1.7% of portfolio›$2.1M
Orin Green Financial, LLC20,106
0.8% of portfolio›$2.0M
Fifth Third Bancorp19,727
0.0% of portfolio›$2.0M
BridgePort Financial Solutions, LLC19,624
0.5% of portfolio›$2.0M
Pflug Koory, LLC19,472
0.8% of portfolio›$1.9M
Arvest Investments, Inc.19,261
0.2% of portfolio›$1.9M
Turtle Creek Wealth Advisors, LLC19,253
0.1% of portfolio›$1.9M
Independent Financial Group, LLC18,896
0.0% of portfolio›$1.9M
Westside Investment Management, Inc.18,870
0.2% of portfolio›$1.9M
Quadcap Wealth Management, LLC17,288
0.2% of portfolio›$1.7M
Beacon Financial Group16,460
0.1% of portfolio›$1.6M
Guyasuta Investment Advisors Inc15,860
0.1% of portfolio›$1.6M
Citigroup Inc15,833
0.0% of portfolio›$1.6M
Single Point Partners, LLC15,761
0.3% of portfolio›$1.6M
Highline Wealth Partners LLC14,310
0.3% of portfolio›$1.4M
Bourgeon Capital Management LLC14,308
0.2% of portfolio›$1.4M
Hamilton Capital, LLC14,103
0.1% of portfolio›$1.4M
Blume Capital Management, Inc.14,005
0.2% of portfolio›$1.4M
Cliftonlarsonallen Wealth Advisors, LLC13,922
0.0% of portfolio›$1.4M
Concurrent Investment Advisors, LLC13,902
0.0% of portfolio›$1.4M
Integrity Alliance, Llc.13,705
0.0% of portfolio›$1.4M
Victory Financial Group, LLC13,081
0.1% of portfolio›$1.3M
Founders Financial Securities LLC12,855
0.1% of portfolio›$1.3M
Fermata Advisors, LLC12,444
0.2% of portfolio›$1.2M
Sugar Maple Asset Management, LLC12,324
0.7% of portfolio›$1.2M
Beverly Hills Private Wealth, LLC11,778
0.2% of portfolio›$1.2M
Wolff Wiese Magana LLC11,558
0.5% of portfolio›$1.2M
Hardworking Capital Advisors, LLC11,549
1.0% of portfolio›$1.2M
Inscription Capital, LLC10,525
0.1% of portfolio›$1.1M
Mengis Capital Management, Inc.10,045
0.1% of portfolio›$1.0M
Citizens Financial Group Inc10,004
0.0% of portfolio›$1.0M
Fourpath Capital Management, LLC9,797
0.1% of portfolio›$980.8K
Cairn Investment Group, Inc.9,570
0.9% of portfolio›$958.0K
Narus Financial Partners, LLC9,075
0.2% of portfolio›$908.5K
Keystone Wealth Services, LLC8,822
0.2% of portfolio›$882.9K
Objective Capital Management, LLC8,428
0.8% of portfolio›$843.7K
Thryve Wealth Management LLC8,259
0.5% of portfolio›$826.8K
Selby Wealth Management, LLC8,226
0.3% of portfolio›$823.5K
Valeo Financial Advisors, LLC8,051
0.0% of portfolio›$806.0K
Capital Asset Advisory Services LLC7,982
0.0% of portfolio›$799.0K
Burney Co/7,942
0.0% of portfolio›$795.1K
Global View Capital Management LLC7,656
0.2% of portfolio›$766.4K
Occidental Asset Management, LLC7,326
0.1% of portfolio›$733.4K
Legacy Wealth Partners, LLC7,228
0.2% of portfolio›$723.6K
Activest Wealth Management7,058
0.1% of portfolio›$706.5K
Chatham Capital Group, Inc.6,895
0.1% of portfolio›$690.3K
Prosperity Financial Group, Inc.6,806
0.2% of portfolio›$681.3K
Golden State Wealth Management, LLC6,663
0.1% of portfolio›$667.1K
Doliver Advisors, LP6,510
0.1% of portfolio›$651.7K
Prime Capital Investment Advisors, LLC6,391
0.0% of portfolio›$639.8K
Asset One Wealth Management LLC6,275
0.1% of portfolio›$628.2K
Main Street Group, LTD6,008
0.1% of portfolio›$601.3K
Coyle Financial Counsel LLC5,846
0.1% of portfolio›$585.2K
United Community Bank5,773
0.2% of portfolio›$577.9K
Nations Financial Group Inc,5,755
0.0% of portfolio›$576.1K
Investment Partners Asset Management, Inc.5,629
0.3% of portfolio›$563.5K
G&S Capital LLC5,380
0.2% of portfolio›$538.6K
Measured Risk Portfolios, Inc.5,313
0.6% of portfolio›$531.9K
Strategic Family Wealth Counselors, L.L.C.5,301
0.1% of portfolio›$530.7K
Triumph Capital Management5,191
0.1% of portfolio›$519.7K
Kestra Investment Management, LLC5,002
0.0% of portfolio›$500.7K
Regions Financial Corp5,001
0.0% of portfolio›$500.7K
Ashton Thomas Private Wealth, LLC5,000
0.0% of portfolio›$500.6K
Upper Left Wealth Management, LLC4,706
0.2% of portfolio›$471.1K
M Holdings Securities, Inc.4,687
0.2% of portfolio›$469.0K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors4,594
0.0% of portfolio›$459.9K
Creative Planning4,567
0.0% of portfolio›$457.2K
StoneX Group Inc.4,491
0.0% of portfolio›$449.7K
Hibernia Wealth Partners, LLC4,481
0.2% of portfolio›$448.6K
International Assets Investment Management, LLC4,474
0.0% of portfolio›$446.6K
Private Trust Co NA4,118
0.0% of portfolio›$412.2K
Compound Planning, Inc.4,096
0.0% of portfolio›$410.1K
Columbia Advisory Partners LLC4,080
0.2% of portfolio›$408.4K
Kathmere Capital Management, LLC3,994
0.0% of portfolio›$399.8K
High Probability Advisors, LLC3,516
0.0% of portfolio›$352.0K
CGN Advisors LLC3,192
0.0% of portfolio›$319.6K
Five Oceans Advisors3,130
0.1% of portfolio›$313.3K
Ted Buchan & Co2,750
0.1% of portfolio›$275.3K
EdgeRock Capital LLC2,704
0.1% of portfolio›$270.7K
HB Wealth Management, LLC2,698
0.0% of portfolio›$270.1K
KPP Advisory Services LLC2,403
0.0% of portfolio›$240.6K
Cane Capital Partners, LLC2,400
0.1% of portfolio›$240.3K
Fulcrum Wealth Advisors, LLC2,391
0.2% of portfolio›$239.4K
Mather Group, Llc.2,348
0.0% of portfolio›$235.1K
Stonekeep Investments, LLC2,266
0.1% of portfolio›$226.8K
Morton Capital Management LLC2,207
0.0% of portfolio›$220.9K
AdvisorNet Financial, Inc2,184
0.0% of portfolio›$218.4K
Echo45 Advisors LLC2,177
0.1% of portfolio›$217.9K
Spire Wealth Management2,156
0.0% of portfolio›$215.8K
Cannon Advisors, Inc.2,137
0.1% of portfolio›$213.6K
Cohalo Advisory LLC2,043
11.2% of portfolio›$204.6K
Investors Research Corp2,004
0.0% of portfolio›$200.6K
Unique Wealth Strategies, LLC2,001
0.1% of portfolio›$200.4K
Ashton Thomas Securities, LLC1,049
0.0% of portfolio›$105.0K
AlphaCore Capital LLC1,041
0.0% of portfolio›$104.2K
Simplex Trading, LLC1,017
0.0% of portfolio›$101.8K
Ascentis Independent Advisors1,017
0.0% of portfolio›$101.9K
SYM Financial Corp1,000
0.0% of portfolio›$100.1K
CX Institutional890
0.0% of portfolio›$89
Friedenthal Financial845
0.0% of portfolio›$84.6K
Bayban754
0.1% of portfolio›$75.5K
Princeton Global Asset Management LLC732
0.0% of portfolio›$73.3K
GGM Financial LLC697
0.0% of portfolio›$69.8K
CoreCap Advisors, LLC633
0.0% of portfolio›$63.4K
Cape Investment Advisory, Inc.597
0.0% of portfolio›$59.8K
Creative Financial Designs Inc570
0.0% of portfolio›$57.1K
Elevated Capital Advisors, LLC416
0.0% of portfolio›$41.6K
Larson Financial Group LLC413
0.0% of portfolio›$41.3K
IMG Wealth Management, Inc.333
0.0% of portfolio›$33.4K
Assetmark, Inc332
0.0% of portfolio›$33.2K
Caldwell Trust Co320
0.0% of portfolio›$32.0K
Blueline Advisors LLC124
0.0% of portfolio›$12.5K
Parallel Advisors, LLC121
0.0% of portfolio›$12.1K
TD Waterhouse Canada Inc.115
0.0% of portfolio›$11.5K
US Bancorp \de\106
0.0% of portfolio›$10.6K
Moisand Fitzgerald Tamayo, LLC47
0.0% of portfolio›$4.7K
Farmers & Merchants Investments Inc34
0.0% of portfolio›$3.4K
Silver Grove Financial Group, Inc.20
0.0% of portfolio›$2.0K
Vision Financial Markets LLC7
0.0% of portfolio›$639
Root Financial Partners, LLC4
0.0% of portfolio›$400
Realta Investment Advisors4
0.0% of portfolio›$426
Quaker Wealth Management, LLC3
0.0% of portfolio›$301
StyleTurnoverLocationFiled
ACR Alpine Capital Research, LLC
13,660,162$1.4B18.6%Deep ValueMediumSt. Louis, MO2026-11-02
Oppenheimer Asset Management Inc.
3,080,746$308.4M3.2%CoreMediumNew York, NY2026-10-27
Pathway Financial Advisors LLC
853,862$85.5M9.4%ETFLowSouth Burlington, VT2026-10-07
Bell Investment Advisors, Inc
661,902$66.3M9.7%ETFVery LowOrinda, CA2026-10-29
Hohimer Wealth Management, LLC
588,673$58.9M5.7%CoreHighSeattle, WA2026-11-04
Redwood Park Advisors LLC
483,293$48.4M30.9%ETFVery LowRedwood City, CA2026-11-02
3Edge Asset Management, LP
463,710$46.4M2.0%ETFMediumNaples, FL2026-10-30
Atria Investments, Inc
453,719$45.4M0.4%CoreMediumCharlotte, NC2026-10-15
Chicago Partners Investment Group LLC
251,308$25.2M0.5%GARPLowChicago, IL2026-10-27
Archvest Wealth Advisors, Inc.
249,115$24.9M12.5%ETFLowConcord, CA2026-10-29
Castle Rock Wealth Management, LLC
205,469$20.5M3.9%GrowthMediumWalnut Creek, CA2026-10-09
Commonwealth Equity Services, LLC
200,737$20.1M0.0%ETFLowWaltham, MA2026-11-02
Robertson Stephens Wealth Management, LLC
200,447$20.1M0.5%ETFMediumSan Francisco, CA2026-10-16
Financial & Tax Architects, LLC
189,309$19.0M3.9%CoreHighSt Louis, MO2026-10-15
Sage Rhino Capital LLC
187,985$18.8M3.0%ETFLowMenlo Park, CA2026-10-28
Wealth Enhancement Advisory Services, LLC
169,579$16.9M0.0%CoreLowPlymouth, MN2026-10-13
Verus Capital Partners, LLC
166,849$16.7M0.9%GrowthLowScottsdale, AZ2026-11-03
Cooper Financial Group
151,770$15.2M1.2%GrowthMediumIrvine, CA2026-10-07
MBL Wealth, LLC
143,144$14.3M0.9%ETFLowCharlotte, NC2026-10-22
Altfest L J & Co Inc
141,081$14.1M1.4%ETFHighNew York, NY2026-10-27
Redhawk Wealth Advisors, Inc.
140,332$14.0M1.4%ETFHighMinneapolis, MN2026-10-14
Guidance Capital, Inc
117,745$11.8M2.6%ETFMediumLousville, KY2026-11-03
Lido Advisors, LLC
107,253$10.7M0.0%GrowthLowLos Angeles, CA2026-11-04
Kestra Advisory Services, LLC
106,977$10.7M0.0%CoreLowAustin, TX2026-11-02
Oppenheimer & Co Inc
106,370$10.6M0.1%CoreLowNew York, NY2026-10-26
Cannon Capital Management, Inc.
106,081$10.6M7.4%ETFLowSalt Lake City, UT2026-11-03
Wilkerson Advisory Group LLC
92,710$9.3M2.8%ETFMediumColumbia, MO2026-10-20
MGO One Seven LLC
86,294$8.6M0.1%GrowthLowBeachwood, OH2026-10-28
Blue Square Asset Management, LLC
78,602$7.9M3.1%MomentumMediumNew York, NY2026-11-02
Perigon Wealth Management, LLC
74,437$7.5M0.1%GrowthLowSan Francisco, CA2026-10-22
B. Riley Wealth Advisors, Inc.
73,906$7.4M0.3%GrowthLowMemphis, TN2026-10-13
Accurate Wealth Management, LLC
65,394$6.5M0.6%CoreMediumWesley Chapel, FL2026-10-20
Baker Ellis Asset Management LLC
59,138$5.9M0.6%GARPVery LowVancouver, WA2026-10-14
Atwood & Palmer Inc
51,925$5.2M0.3%CoreVery LowKansas City, MO2026-10-08
Goldstein Advisors, LLC
50,755$5.1M0.5%ETFMediumMadison, WI2026-10-15
Prospera Financial Services Inc
48,539$4.9M0.1%CoreMediumDallas, TX2026-11-04
Harbour Capital Advisors, LLC
46,901$4.7M0.9%GrowthLowTysons Corner, VA2026-10-13
Blueprint Investment Partners LLC
45,150$4.5M0.4%ETFMediumGreensboro, NC2026-10-28
Truist Financial Corp
44,920$4.5M0.0%CoreLowCharlotte, NC2026-10-30
Madden Securities Corp
43,529$4.4M1.2%GrowthMediumDallas, TX2026-10-27
Evergreen Capital Management LLC
42,757$4.3M0.1%GARPMediumBellevue, WA2026-10-23
Sloy Dahl & Holst, LLC
40,216$4.0M0.6%Agg GrowthVery LowVancouver, WA2026-10-14
Farther Finance Advisors, LLC
38,838$3.9M0.0%IndexLowSan Francisco, CA2026-10-08
KG Capital Management
38,720$3.9M2.4%CoreLowSt. Francisville, LA2026-10-15
Tectonic Advisors LLC
38,077$3.8M0.2%YieldLowFrisco, TX2026-10-22
Sowell Financial Services LLC
37,768$3.8M0.1%CoreLowNorth Little Rock, AR2026-10-23
Cambridge Investment Research Advisors, Inc.
35,075$3.5M0.0%ETFLowFairfield, IA2026-11-02
Helium Advisors LLC
33,725$3.4M2.9%ETFLowVancouver, WA2026-10-23
Allen Capital Group, LLC
33,272$3.3M0.3%CoreLowGrand Island, NE2026-10-27
Gerber Kawasaki Wealth & Investment Management
32,079$3.2M0.1%ETFLowSanta Monica, CA2026-10-29
North Forty Two & Co.
30,678$3.1M2.5%ETFVery LowLake Oswego, OR2026-10-19
Baldwin Wealth Partners LLC
30,547$3.1M0.2%GrowthLowMarion, MA2026-10-13
Hunter Associates Investment Management LLC
30,438$3.0M0.7%CoreLowPittsburgh, PA2026-10-26
Vicus Capital
29,419$2.9M0.2%ETFMediumState College, PA2026-11-05
WT Wealth Management
27,882$2.8M0.8%ETFMediumScottsdale, AZ2026-10-13
Mezzasalma Advisors, LLC
27,323$2.7M0.6%GrowthLowTinton Falls, NJ2026-10-14
Venture Visionary Partners LLC
27,151$2.7M0.1%CoreLowSylvania, OH2026-10-07
Blueprint Financial Advisors LLC
26,117$2.6M0.3%GARPMediumGreensboto, NC2026-10-28
Ignite Planners, LLC
25,536$2.6M0.3%CoreLowSan Clemente, CA2026-10-14
Kestra Private Wealth Services, LLC
25,246$2.5M0.0%GrowthLowAustin, TX2026-10-30
IFP Advisors, Inc
23,660$2.4M0.0%GrowthLowTampa, FL2026-10-16
Jacobi Capital Management LLC
23,594$2.4M0.1%CoreLowPittston, PA2026-11-05
Salvus Wealth Management, LLC
22,970$2.3M1.3%CoreMediumRed Bank, NJ2026-10-13
Hidden Cove Wealth Management, LLC
22,565$2.3M1.2%GrowthHighBainbridge Island, WA2026-10-19
Successful Portfolios LLC
22,344$2.2M1.0%CoreVery LowClearwater, FL2026-10-09
Lifelong Wealth Advisors, Inc.
21,605$2.2M0.5%ETFLowArden Hills, MN2026-10-19
Elevation Point Wealth Partners, LLC
21,231$2.1M0.0%CoreHighDenver, CO2026-11-05
Capital Advisors, Ltd. LLC
21,225$2.1M1.0%ETFLowShaker Heights, OH2026-10-27
Hara Capital LLC
21,180$2.1M1.0%Deep ValueMediumBellevue, WA2026-10-30
Barnes Dennig Private Wealth Management LLC
20,574$2.1M1.7%CoreLowCincinnati, OH2026-10-30
Orin Green Financial, LLC
20,106$2.0M0.8%ETFVery LowSan Diego, CA2026-10-19
Fifth Third Bancorp
19,727$2.0M0.0%IndexVery LowCincinnati, OH2026-11-05
BridgePort Financial Solutions, LLC
19,624$2.0M0.5%ETFLowFairfield, IA2026-11-02
Pflug Koory, LLC
19,472$1.9M0.8%CoreVery LowOmaha, NE2026-10-26
Arvest Investments, Inc.
19,261$1.9M0.2%ETFLowLowell, AR2026-10-21
Turtle Creek Wealth Advisors, LLC
19,253$1.9M0.1%GrowthLowDallas, TX2026-10-15
Independent Financial Group, LLC
18,896$1.9M0.0%GrowthLowSan Diego, CA2026-10-13
Westside Investment Management, Inc.
18,870$1.9M0.2%GrowthLowSanta Monica, CA2026-11-02
Quadcap Wealth Management, LLC
17,288$1.7M0.2%ETFLowFrisco, TX2026-11-02
Beacon Financial Group
16,460$1.6M0.1%ETFMediumDallas, TX2026-10-19
Guyasuta Investment Advisors Inc
15,860$1.6M0.1%CoreVery LowPittsburgh, PA2026-10-15
Citigroup Inc
15,833$1.6M0.0%CoreMediumNew York, NY2026-11-04
Single Point Partners, LLC
15,761$1.6M0.3%ETFVery LowBoston, MA2026-10-19
Highline Wealth Partners LLC
14,310$1.4M0.3%ETFMediumSherman Oaks, CA2026-10-19
Bourgeon Capital Management LLC
14,308$1.4M0.2%CoreMediumDarien, CT2026-10-19
Hamilton Capital, LLC
14,103$1.4M0.1%ETFVery LowColumbus, OH2026-10-08
Blume Capital Management, Inc.
14,005$1.4M0.2%CoreMediumBerkeley, CA2026-10-26
Cliftonlarsonallen Wealth Advisors, LLC
13,922$1.4M0.0%ETFLowMinneapolis, MN2026-10-14
Concurrent Investment Advisors, LLC
13,902$1.4M0.0%GrowthMediumTampa, FL2026-10-16
Integrity Alliance, Llc.
13,705$1.4M0.0%ETFMediumUrbandale, IA2026-10-29
Victory Financial Group, LLC
13,081$1.3M0.1%ETFLowAustin, TX2026-10-27
Founders Financial Securities LLC
12,855$1.3M0.1%ETFMediumTowson, MD2026-10-28
Fermata Advisors, LLC
12,444$1.2M0.2%ETFLowSonoma, CA2026-10-13
Sugar Maple Asset Management, LLC
12,324$1.2M0.7%ETFMediumSister Bay, WI2026-10-13
Beverly Hills Private Wealth, LLC
11,778$1.2M0.2%ValueMediumBeverly Hills, CA2026-11-04
Wolff Wiese Magana LLC
11,558$1.2M0.5%GrowthLowCarslbad, CA2026-10-15
Hardworking Capital Advisors, LLC
11,549$1.2M1.0%GrowthMediumPalm Desert, CA2026-10-20
Inscription Capital, LLC
10,525$1.1M0.1%GARPMediumHouston, TX2026-11-02
Mengis Capital Management, Inc.
10,045$1.0M0.1%CoreLowPortland, OR2026-10-13
Citizens Financial Group Inc
10,004$1.0M0.0%GrowthLowProvidence, RI2026-10-23
Fourpath Capital Management, LLC
9,797$980.8K0.1%CoreMediumOklahoma City, OK2026-10-19
Cairn Investment Group, Inc.
9,570$958.0K0.9%ValueLowVancouver, WA2026-11-04
Narus Financial Partners, LLC
9,075$908.5K0.2%ValueLowSalt Lake City, UT2026-10-19
Keystone Wealth Services, LLC
8,822$882.9K0.2%ETFHighPalm Desert, CA2026-11-03
Objective Capital Management, LLC
8,428$843.7K0.8%ETFLowFairlawn, OH2026-10-13
Thryve Wealth Management LLC
8,259$826.8K0.5%ETFLowIrving, TX2026-10-09
Selby Wealth Management, LLC
8,226$823.5K0.3%ETFVery LowEmeryville, CA2026-10-16
Valeo Financial Advisors, LLC
8,051$806.0K0.0%ETFLowCarmel, IN2026-10-08
Capital Asset Advisory Services LLC
7,982$799.0K0.0%ETFLowWilliamston, MI2026-10-30
Burney Co/
7,942$795.1K0.0%GARPMediumReston, VA2026-10-15
Global View Capital Management LLC
7,656$766.4K0.2%ETFHighWaukesha, WI2026-10-28
Occidental Asset Management, LLC
7,326$733.4K0.1%GrowthLowBurlingame, CA2026-11-05
Legacy Wealth Partners, LLC
7,228$723.6K0.2%ETFHighLakewood, CO2026-10-15
Activest Wealth Management
7,058$706.5K0.1%ETFLowAventura, FL2026-10-15
Chatham Capital Group, Inc.
6,895$690.3K0.1%CoreLowSavannah, GA2026-10-16
Prosperity Financial Group, Inc.
6,806$681.3K0.2%GrowthMediumSan Ramon, CA2026-10-29
Golden State Wealth Management, LLC
6,663$667.1K0.1%ETFMediumSanta Ana, CA2026-11-02
Doliver Advisors, LP
6,510$651.7K0.1%GARPLowHouston, TX2026-10-01
Prime Capital Investment Advisors, LLC
6,391$639.8K0.0%ETFLowOverland Park, KS2026-10-20
Asset One Wealth Management LLC
6,275$628.2K0.1%GrowthLowBellevue, WA2026-11-02
Main Street Group, LTD
6,008$601.3K0.1%ETFMediumGlen Allen, VA2026-10-28
Coyle Financial Counsel LLC
5,846$585.2K0.1%ETFVery LowGlenview, IL2026-10-28
United Community Bank
5,773$577.9K0.2%CoreLowGreenville, SC2026-10-28
Nations Financial Group Inc,
5,755$576.1K0.0%CoreLowCedar Rapids, IA2026-11-05
Investment Partners Asset Management, Inc.
5,629$563.5K0.3%CoreLowMetuchen, NJ2026-10-09
G&S Capital LLC
5,380$538.6K0.2%CoreMediumDenver, CO2026-10-23
Measured Risk Portfolios, Inc.
5,313$531.9K0.6%YieldMediumSan Diego, CA2026-10-21
Strategic Family Wealth Counselors, L.L.C.
5,301$530.7K0.1%ETFVery LowFairfield, NJ2026-10-29
Triumph Capital Management
5,191$519.7K0.1%ETFMediumDenver, CO2026-10-14
Kestra Investment Management, LLC
5,002$500.7K0.0%ETFMediumAustin, TX2026-11-04
Regions Financial Corp
5,001$500.7K0.0%CoreLowBirmingham, AL2026-11-05
Ashton Thomas Private Wealth, LLC
5,000$500.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Upper Left Wealth Management, LLC
4,706$471.1K0.2%ETFMediumTampa, FL2026-10-14
M Holdings Securities, Inc.
4,687$469.0K0.2%ETFHighPortland, OR2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
4,594$459.9K0.0%ETFMediumWestlake, OH2026-10-14
Creative Planning
4,567$457.2K0.0%IndexVery LowOverland Park, KS2026-11-02
StoneX Group Inc.
4,491$449.7K0.0%ETFMediumNew York, NY2026-11-03
Hibernia Wealth Partners, LLC
4,481$448.6K0.2%ETFVery LowBaton Rouge, LA2026-10-29
International Assets Investment Management, LLC
4,474$446.6K0.0%CoreVery HighOrlando, FL2026-11-02
Private Trust Co NA
4,118$412.2K0.0%CoreLowCleveland, OH2026-10-20
Compound Planning, Inc.
4,096$410.1K0.0%CoreLowNew York, NY2026-11-05
Columbia Advisory Partners LLC
4,080$408.4K0.2%ETFMediumSpokane, WA2026-10-15
Kathmere Capital Management, LLC
3,994$399.8K0.0%ETFLowWayne, PA2026-10-20
High Probability Advisors, LLC
3,516$352.0K0.0%ETFVery LowPittsford, NY2026-10-19
CGN Advisors LLC
3,192$319.6K0.0%ETFLowManhattan, KS2026-10-21
Five Oceans Advisors
3,130$313.3K0.1%ETFVery LowCarlsbad, CA2026-10-22
Ted Buchan & Co
2,750$275.3K0.1%ETFLowSan Diego, CA2026-10-23
EdgeRock Capital LLC
2,704$270.7K0.1%ETFLowDenver, CO2026-11-03
HB Wealth Management, LLC
2,698$270.1K0.0%IndexVery LowAtlanta, GA2026-10-23
KPP Advisory Services LLC
2,403$240.6K0.0%GrowthMediumLouisville, KY2026-10-26
Cane Capital Partners, LLC
2,400$240.3K0.1%GrowthMediumSt Francisville, LA2026-10-23
Fulcrum Wealth Advisors, LLC
2,391$239.4K0.2%GrowthMediumBellevue, WA2026-10-16
Mather Group, Llc.
2,348$235.1K0.0%ETFMediumChicago, IL2026-10-14
Stonekeep Investments, LLC
2,266$226.8K0.1%ETFLowSante Fe, NM2026-10-15
Morton Capital Management LLC
2,207$220.9K0.0%ETFVery LowCalabasas, CA2026-10-23
AdvisorNet Financial, Inc
2,184$218.4K0.0%ETFLowMinnetonka, MN2026-10-15
Echo45 Advisors LLC
2,177$217.9K0.1%ETFLowWalnut Creek, CA2026-10-07
Spire Wealth Management
2,156$215.8K0.0%GrowthMediumMclean, VA2026-10-30
Cannon Advisors, Inc.
2,137$213.6K0.1%GrowthHighCharlotte, NC2026-10-14
Cohalo Advisory LLC
2,043$204.6K11.2%ETFMediumSnoqualmie, WA2026-10-28
Investors Research Corp
2,004$200.6K0.0%ETFLowAtlanta, GA2026-10-07
Unique Wealth Strategies, LLC
2,001$200.4K0.1%CoreMediumBurr Ridge, IL2026-10-13
Ashton Thomas Securities, LLC
1,049$105.0K0.0%ETFMediumRochester, NY2026-10-26
AlphaCore Capital LLC
1,041$104.2K0.0%ETFLowLa Jolla, CA2026-11-04
Simplex Trading, LLC
1,017$101.8K0.0%CoreVery HighChicago, IL2026-11-04
Ascentis Independent Advisors
1,017$101.9K0.0%ETFLowDallas, TX2026-11-03
SYM Financial Corp
1,000$100.1K0.0%ETFVery LowWinona Lake, IN2026-10-26
CX Institutional
890$890.0%CoreMediumAuburn, IN2026-10-02
Friedenthal Financial
845$84.6K0.0%ETFHighMarlton, NJ2026-10-27
Bayban
754$75.5K0.1%ValueLowBayport, MN2026-11-05
Princeton Global Asset Management LLC
732$73.3K0.0%GrowthLowPrinceton, NJ2026-10-21
GGM Financial LLC
697$69.8K0.0%ETFMediumColumbus, OH2026-11-05
CoreCap Advisors, LLC
633$63.4K0.0%ETFMediumSouthfield, MI2026-10-08
Cape Investment Advisory, Inc.
597$59.8K0.0%ETFLowMcdonough, GA2026-10-13
Creative Financial Designs Inc
570$57.1K0.0%ETFMediumKokomo, IN2026-11-04
Elevated Capital Advisors, LLC
416$41.6K0.0%ETFMediumSandy, UT2026-11-04
Larson Financial Group LLC
413$41.3K0.0%GrowthLowSt Louis, MO2026-11-05
IMG Wealth Management, Inc.
333$33.4K0.0%ETFMediumJacksonville, FL2026-10-27
Assetmark, Inc
332$33.2K0.0%ETFLowConcord, CA2026-10-21
Caldwell Trust Co
320$32.0K0.0%GrowthLowVenice, FL2026-10-30
Blueline Advisors LLC
124$12.5K0.0%ETFLowExeter, NH2026-10-15
Parallel Advisors, LLC
121$12.1K0.0%IndexLowSan Francisco, CA2026-11-03
TD Waterhouse Canada Inc.
115$11.5K0.0%CoreLowToronto, Australia2026-10-16
US Bancorp \de\
106$10.6K0.0%IndexLowMinneapolis, MN2026-11-05
Moisand Fitzgerald Tamayo, LLC
47$4.7K0.0%ETFVery LowOrlando, FL2026-10-15
Farmers & Merchants Investments Inc
34$3.4K0.0%CoreVery LowLincoln, NE2026-10-22
Silver Grove Financial Group, Inc.
20$2.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Vision Financial Markets LLC
7$6390.0%CoreLowStamford, CT2026-10-22
Root Financial Partners, LLC
4$4000.0%ETFMediumEncinitas, CA2026-10-21
Realta Investment Advisors
4$4260.0%GrowthMediumWilmington, DE2026-10-14
Quaker Wealth Management, LLC
3$3010.0%ETFMediumMoorestown, NJ2026-10-22