IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Morningstar Growth E (ILCG)

CUSIP: 464287119 | NYSE | 734 institutional holders

Quarters

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

Institutional Holders — Q3 2026

B&D White Capital Company, LLC425,161
4.8% of portfolio›$49.7M
McKinley Carter Wealth Services, Inc.276,452
1.6% of portfolio›$32.3M
Commonwealth Equity Services, LLC251,350
0.0% of portfolio›$29.4M
Park Avenue Securities LLC176,394
0.3% of portfolio›$20.6M
Wealth Enhancement Advisory Services, LLC162,220
0.0% of portfolio›$19.2M
Arcadia Wealth Management, LLC146,427
5.2% of portfolio›$17.1M
LongView Wealth Management128,090
3.6% of portfolio›$15.0M
Prime Capital Investment Advisors, LLC125,358
0.1% of portfolio›$14.7M
Cornerstone Wealth Management, LLC106,553
0.5% of portfolio›$12.5M
Cambridge Investment Research Advisors, Inc.97,374
0.1% of portfolio›$11.4M
Investors Research Corp91,256
1.9% of portfolio›$10.7M
White Pine Investment Co74,925
0.0% of portfolio›$8.8K
Marietta Wealth Management, LLC67,059
0.8% of portfolio›$7.7M
Woodard & Co Asset Management Group Inc64,705
1.1% of portfolio›$7.6M
Sunburst Financial Group, LLC58,175
1.1% of portfolio›$6.8M
Assetmark, Inc52,875
0.0% of portfolio›$6.2M
Ipsen Advisor Group LLC52,398
4.2% of portfolio›$6.1M
Northwest Wealth Advisors, LLC48,783
2.8% of portfolio›$5.7M
Creative Planning47,372
0.0% of portfolio›$5.5M
Elevation Capital Advisory, LLC43,198
2.0% of portfolio›$5.1M
American Financial & TAX Strategies Inc41,530
2.2% of portfolio›$4.9M
Retirement Planning Group, LLC41,235
0.1% of portfolio›$4.8M
Kestra Advisory Services, LLC34,857
0.0% of portfolio›$4.1M
Asempa Wealth Advisors31,317
2.8% of portfolio›$3.7M
GenWealth Group, Inc.30,463
0.6% of portfolio›$3.6M
Citigroup Inc30,333
0.0% of portfolio›$3.5M
VestGen Advisors, LLC30,312
0.1% of portfolio›$3.5M
Steinberganna Wealth Management28,946
1.5% of portfolio›$3.4M
Capital Advisors, Ltd. LLC25,524
1.4% of portfolio›$3.0M
Flagship Harbor Advisors, LLC24,869
0.1% of portfolio›$2.9M
Ashton Thomas Securities, LLC24,682
0.3% of portfolio›$2.9M
North Star Investment Management Corp.24,147
0.2% of portfolio›$2.8M
Roman Butler Fullerton & Co22,472
0.6% of portfolio›$2.6M
Shira Ridge Wealth Management22,031
0.9% of portfolio›$2.6M
Pinnacle Financial Group, LLC / IL21,839
0.6% of portfolio›$2.6M
Farther Finance Advisors, LLC21,342
0.0% of portfolio›$2.5M
Basso Capital Management, L.P.21,148
0.5% of portfolio›$2.5M
Cape Investment Advisory, Inc.20,377
0.6% of portfolio›$2.4M
Beacon Financial Advisory LLC19,201
0.4% of portfolio›$2.2M
Horst & Graben Wealth Management LLC18,220
0.3% of portfolio›$2.1M
XML Financial, LLC17,809
0.1% of portfolio›$2.1M
Key FInancial Inc16,798
0.3% of portfolio›$2.0M
Absolute Capital Management, LLC15,716
0.4% of portfolio›$1.8M
Daymark Wealth Partners, LLC15,246
0.0% of portfolio›$1.8M
Creative Financial Designs Inc15,227
0.1% of portfolio›$1.8M
Towerpoint Wealth, LLC14,939
0.6% of portfolio›$1.7M
Davenport & Co LLC14,803
0.0% of portfolio›$1.7M
Truist Financial Corp14,137
0.0% of portfolio›$1.7M
Focus Financial Network, Inc.13,578
0.0% of portfolio›$1.6M
Greenspring Advisors, LLC13,565
0.1% of portfolio›$1.6M
Pinnacle Bancorp, Inc.13,502
0.4% of portfolio›$1.6M
Sigma Planning Corp13,377
0.0% of portfolio›$1.6M
Atria Investments, Inc13,040
0.0% of portfolio›$1.5M
Paragon Private Wealth Management, LLC12,885
0.5% of portfolio›$1.5M
Csenge Advisory Group12,408
0.1% of portfolio›$1.5M
JIM Saulnier & Associates, LLC11,935
0.5% of portfolio›$1.4M
Oppenheimer & Co Inc11,760
0.0% of portfolio›$1.4M
ANB Bank11,605
0.5% of portfolio›$1.4M
Lido Advisors, LLC11,478
0.0% of portfolio›$1.3M
Wealthcare Advisory Partners LLC11,357
0.0% of portfolio›$1.3M
JGP Wealth Management, LLC10,516
0.1% of portfolio›$1.2M
PKS Advisory Services, LLC10,139
0.2% of portfolio›$1.2M
Cooper Financial Group9,676
0.1% of portfolio›$1.1M
Goldstein Advisors, LLC9,460
0.1% of portfolio›$1.1M
HB Wealth Management, LLC9,356
0.0% of portfolio›$1.1M
International Assets Investment Management, LLC9,229
0.1% of portfolio›$1.1M
Indivisible Partners9,215
0.0% of portfolio›$1.1M
Invested Advisors8,675
0.9% of portfolio›$1.0M
Pinnacle Associates LTD8,650
0.0% of portfolio›$1.0M
Livet Wealth, LLC8,583
0.6% of portfolio›$1.0M
Rodgers & Associates, LTD8,288
0.1% of portfolio›$969.4K
Cedar Point Capital Partners, LLC8,226
0.6% of portfolio›$962.2K
Private Trust Co NA8,086
0.1% of portfolio›$945.8K
Independent Financial Group, LLC8,041
0.0% of portfolio›$940.6K
Adell Harriman & Carpenter Inc7,895
0.0% of portfolio›$923.5K
Summit Asset Management, LLC7,845
0.1% of portfolio›$917.6K
GW Henssler & Associates LTD7,677
0.0% of portfolio›$898.0K
Ascentis Independent Advisors7,511
0.1% of portfolio›$878.6K
Merited Wealth, LLC7,284
0.6% of portfolio›$852.0K
Fortune 45 LLC6,952
0.3% of portfolio›$813.2K
Vision Capital Management, Inc.6,740
0.1% of portfolio›$788.4K
Patten & Patten Inc6,222
0.0% of portfolio›$727.8K
BIP Wealth, LLC6,040
0.0% of portfolio›$706.5K
Outlook Wealth Advisors, LLC6,031
0.1% of portfolio›$705.4K
Optivise Advisory Services LLC5,943
0.3% of portfolio›$695.1K
Archer Investment Corp5,858
0.1% of portfolio›$685.2K
Mather Group, Llc.5,837
0.0% of portfolio›$682.8K
MKT Advisors LLC5,811
0.2% of portfolio›$688.3K
Elevation Wealth Management LLC5,778
0.5% of portfolio›$675.9K
Simplicity Wealth,LLC5,671
0.0% of portfolio›$663.3K
Signature Estate & Investment Advisors LLC5,614
0.0% of portfolio›$656.7K
Midwest Financial Partners Investments, Inc.5,505
0.2% of portfolio›$643.9K
Avantra Family Wealth, Inc.5,400
0.4% of portfolio›$631.6K
Cullen T Bankers, Inc.5,197
0.0% of portfolio›$607.9K
Courage Miller Partners, LLC5,065
0.2% of portfolio›$592.5K
Mlp3, LLC4,906
0.5% of portfolio›$573.9K
Concurrent Investment Advisors, LLC4,880
0.0% of portfolio›$570.8K
Strategic Blueprint, LLC4,879
0.0% of portfolio›$570.7K
Cornerstone Wealth Group, LLC4,860
0.0% of portfolio›$568.5K
Valpey Financial Services, LLC4,758
0.3% of portfolio›$556.5K
Aspect Partners, LLC4,755
0.2% of portfolio›$556.2K
LJI Wealth Management, LLC4,325
0.1% of portfolio›$505.9K
Roof Eidam Maycock Peralta, LLC4,250
0.1% of portfolio›$497.1K
Annex Advisory Services, LLC4,222
0.0% of portfolio›$493.8K
Syntegra Private Wealth Group, LLC4,179
0.0% of portfolio›$488.8K
Accel Wealth Management4,075
0.1% of portfolio›$476.6K
Diversify Wealth Management, LLC4,029
0.0% of portfolio›$465.1K
Diversify Advisory Services, LLC4,029
0.0% of portfolio›$465.1K
Joel Adams & Associates, Inc.3,885
0.3% of portfolio›$454.4K
Sowell Financial Services LLC3,609
0.0% of portfolio›$422.2K
Gilman Hill Asset Management, LLC3,310
0.1% of portfolio›$387.2K
First Heartland Consultants, Inc.3,162
0.0% of portfolio›$369.8K
Eagle Global Advisors LLC3,100
0.0% of portfolio›$362.6K
Evanson Financial, LLC3,100
0.0% of portfolio›$362.6K
Good Harbor Advisors, Inc.3,000
0.3% of portfolio›$350.9K
Selective Wealth Management, Inc.2,917
0.1% of portfolio›$336.7K
Paragon Capital Management Ltd2,904
0.1% of portfolio›$339.7K
AlphaCore Capital LLC2,850
0.0% of portfolio›$333.4K
StoneX Group Inc.2,813
0.0% of portfolio›$329.0K
Valeo Financial Advisors, LLC2,764
0.0% of portfolio›$323.3K
Kaydan Wealth Management, Inc.2,750
0.1% of portfolio›$321.7K
Eastern Bank2,707
0.0% of portfolio›$316.6K
Fiduciary Alliance LLC2,692
0.0% of portfolio›$314.9K
Sherman Wealth Management LLC2,644
0.2% of portfolio›$309.2K
SigFig Wealth Management, LLC2,601
0.0% of portfolio›$304.2K
Laurel Wealth Advisors LLC2,600
0.0% of portfolio›$304.1K
KPP Advisory Services LLC2,565
0.1% of portfolio›$300.0K
McHugh Group, LLC2,530
0.1% of portfolio›$295.9K
Sagespring Wealth Partners, LLC2,527
0.0% of portfolio›$295.6K
Platt Investment Counsel, LLC2,507
0.2% of portfolio›$293.2K
First Interstate Bank2,500
0.0% of portfolio›$292.4K
Opinicus Capital, Inc.2,446
0.2% of portfolio›$286.1K
Nilsine Partners, LLC2,400
0.0% of portfolio›$280.7K
Arlington Financial Advisors, LLC2,398
0.0% of portfolio›$280.5K
MGO One Seven LLC2,382
0.0% of portfolio›$278.6K
Blue Sky Capital Consultants Group, Inc.2,380
0.1% of portfolio›$278.4K
Family Investment Center, Inc.2,378
0.0% of portfolio›$278.2K
BridgePort Financial Solutions, LLC2,353
0.1% of portfolio›$275.2K
Asset Dedication, LLC2,267
0.0% of portfolio›$265.1K
Sensible Money, LLC2,267
0.1% of portfolio›$265.1K
Kingswood Wealth Advisors, LLC2,252
0.0% of portfolio›$263.4K
RFG Advisory, LLC2,239
0.0% of portfolio›$261.9K
Redstone Wealth Management, LLC2,090
0.2% of portfolio›$244.5K
WealthPlan Investment Management, LLC2,048
0.0% of portfolio›$239.6K
Cadent Capital Advisors, LLC2,032
0.1% of portfolio›$237.7K
CoreCap Advisors, LLC2,026
0.0% of portfolio›$237.1K
Floyd Financial Group LLC2,000
0.1% of portfolio›$236.4K
Harbor Investment Advisory, LLC1,952
0.0% of portfolio›$228.3K
Family Legacy, Inc.1,886
0.1% of portfolio›$220.6K
Pathway Financial Advisors LLC1,805
0.0% of portfolio›$211.1K
Spectrum Wealth Advisory Group, LLC1,761
0.1% of portfolio›$206.0K
Tred Avon Family Wealth, LLC1,730
0.1% of portfolio›$202.4K
RMR Wealth Builders1,710
0.0% of portfolio›$200.0K
Oakworth Capital, Inc.1,638
0.0% of portfolio›$191.6K
Halbert Hargrove Global Advisors, LLC1,595
0.0% of portfolio›$186.5K
Tsfg, LLC1,300
0.0% of portfolio›$152
Hazlett, Burt & Watson, Inc.1,200
0.1% of portfolio›$129.0K
Atwood & Palmer Inc1,132
0.0% of portfolio›$132.4K
Creative Capital Management Investments LLC1,007
0.0% of portfolio›$117.8K
Cedar Mountain Advisors, LLC936
0.0% of portfolio›$109.5K
Spire Wealth Management919
0.0% of portfolio›$107.5K
Elyxium Wealth, LLC912
0.0% of portfolio›$106.7K
Signature Equity Partners, LLC864
0.0% of portfolio›$101.1K
Washington Trust Advisors, Inc.750
0.0% of portfolio›$87.7K
Lanark Financial, Inc.720
0.0% of portfolio›$84.2K
Signaturefd, LLC680
0.0% of portfolio›$79.5K
Realta Investment Advisors580
0.0% of portfolio›$67.8K
Costello Asset Management, Inc574
0.0% of portfolio›$67.2K
MidAtlantic Capital Management, Inc.534
0.0% of portfolio›$62.5K
Salomon & Ludwin, LLC500
0.0% of portfolio›$58.5K
CX Institutional465
0.0% of portfolio›$54
Bullock Wealth Management Group388
0.0% of portfolio›$45.6K
Parallel Advisors, LLC275
0.0% of portfolio›$32.2K
Jnba Financial Advisors256
0.0% of portfolio›$29.9K
IFP Advisors, Inc247
0.0% of portfolio›$28.9K
NBT Bank, N.A.216
0.0% of portfolio›$25.3K
MH & Associates Securities Management Corp200
0.0% of portfolio›$23.4K
Barnes Dennig Private Wealth Management LLC197
0.0% of portfolio›$23.0K
Financial Consulate, Inc185
0.0% of portfolio›$21.6K
Signature Resources Capital Management, LLC180
0.0% of portfolio›$21.1K
Plante Moran Financial Advisors, LLC107
0.0% of portfolio›$12.5K
Goodman Advisory Group, LLC104
0.0% of portfolio›$12.2K
Pinnacle Wealth Planning Services, Inc.98
0.0% of portfolio›$11.5K
Holos Integrated Wealth LLC36
0.0% of portfolio›$4.1K
StyleTurnoverLocationFiled
B&D White Capital Company, LLC
425,161$49.7M4.8%ETFHighLakeway, TX2026-11-02
McKinley Carter Wealth Services, Inc.
276,452$32.3M1.6%ETFMediumWheeling, WV2026-10-16
Commonwealth Equity Services, LLC
251,350$29.4M0.0%ETFLowWaltham, MA2026-11-02
Park Avenue Securities LLC
176,394$20.6M0.3%ETFMediumNew York, NY2026-10-26
Wealth Enhancement Advisory Services, LLC
162,220$19.2M0.0%CoreLowPlymouth, MN2026-10-13
Arcadia Wealth Management, LLC
146,427$17.1M5.2%ETFLowManchester, NH2026-10-22
LongView Wealth Management
128,090$15.0M3.6%ETFLowAtlanta, GA2026-10-19
Prime Capital Investment Advisors, LLC
125,358$14.7M0.1%ETFLowOverland Park, KS2026-10-20
Cornerstone Wealth Management, LLC
106,553$12.5M0.5%ETFVery LowSt. Peters, MO2026-11-04
Cambridge Investment Research Advisors, Inc.
97,374$11.4M0.1%ETFLowFairfield, IA2026-11-02
Investors Research Corp
91,256$10.7M1.9%ETFLowAtlanta, GA2026-10-07
White Pine Investment Co
74,925$8.8K0.0%ETFVery LowLivonia, MI2026-10-15
Marietta Wealth Management, LLC
67,059$7.7M0.8%GrowthLowMarietta, GA2026-10-22
Woodard & Co Asset Management Group Inc
64,705$7.6M1.1%ETFMediumBermuda Run, NC2026-11-03
Sunburst Financial Group, LLC
58,175$6.8M1.1%ETFVery LowVestavia Hills, AL2026-10-09
Assetmark, Inc
52,875$6.2M0.0%ETFLowConcord, CA2026-10-21
Ipsen Advisor Group LLC
52,398$6.1M4.2%ETFLowLittle Rock, AR2026-10-29
Northwest Wealth Advisors, LLC
48,783$5.7M2.8%ETFVery LowBellingham, WA2026-11-02
Creative Planning
47,372$5.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Elevation Capital Advisory, LLC
43,198$5.1M2.0%ETFVery HighBend, OR2026-10-29
American Financial & TAX Strategies Inc
41,530$4.9M2.2%ETFVery LowNew York, NY2026-10-16
Retirement Planning Group, LLC
41,235$4.8M0.1%ETFVery LowLeawood, KS2026-10-19
Kestra Advisory Services, LLC
34,857$4.1M0.0%CoreLowAustin, TX2026-11-02
Asempa Wealth Advisors
31,317$3.7M2.8%ETFLowBaton Rouge, LA2026-10-07
GenWealth Group, Inc.
30,463$3.6M0.6%ETFMediumMaplewood, NJ2026-10-16
Citigroup Inc
30,333$3.5M0.0%CoreMediumNew York, NY2026-11-04
VestGen Advisors, LLC
30,312$3.5M0.1%GrowthMediumChicago, IL2026-10-27
Steinberganna Wealth Management
28,946$3.4M1.5%ETFLowHuntington, NY2026-10-23
Capital Advisors, Ltd. LLC
25,524$3.0M1.4%ETFLowShaker Heights, OH2026-10-27
Flagship Harbor Advisors, LLC
24,869$2.9M0.1%ETFMediumBoston, MA2026-10-26
Ashton Thomas Securities, LLC
24,682$2.9M0.3%ETFMediumRochester, NY2026-10-26
North Star Investment Management Corp.
24,147$2.8M0.2%CoreLowChicago, IL2026-10-27
Roman Butler Fullerton & Co
22,472$2.6M0.6%GrowthMediumSt Louis, MO2026-10-27
Shira Ridge Wealth Management
22,031$2.6M0.9%ETFLowLarkspur, CA2026-10-09
Pinnacle Financial Group, LLC / IL
21,839$2.6M0.6%ETFVery LowWestern Springs, IL2026-10-29
Farther Finance Advisors, LLC
21,342$2.5M0.0%IndexLowSan Francisco, CA2026-10-08
Basso Capital Management, L.P.
21,148$2.5M0.5%ETFMediumStamford, CT2026-10-30
Cape Investment Advisory, Inc.
20,377$2.4M0.6%ETFLowMcdonough, GA2026-10-13
Beacon Financial Advisory LLC
19,201$2.2M0.4%ETFLowCleveland, OH2026-10-16
Horst & Graben Wealth Management LLC
18,220$2.1M0.3%ETFMediumPortland, OR2026-11-02
XML Financial, LLC
17,809$2.1M0.1%ETFLowBethesda, MD2026-10-29
Key FInancial Inc
16,798$2.0M0.3%ETFLowWest Chester, PA2026-11-02
Absolute Capital Management, LLC
15,716$1.8M0.4%ETFMediumPittsburgh, PA2026-10-16
Daymark Wealth Partners, LLC
15,246$1.8M0.0%CoreLowCincinnati, OH2026-11-04
Creative Financial Designs Inc
15,227$1.8M0.1%ETFMediumKokomo, IN2026-11-04
Towerpoint Wealth, LLC
14,939$1.7M0.6%ETFLowSacramento, CA2026-10-13
Davenport & Co LLC
14,803$1.7M0.0%CoreMediumRichmond, VA2026-10-14
Truist Financial Corp
14,137$1.7M0.0%CoreLowCharlotte, NC2026-10-30
Focus Financial Network, Inc.
13,578$1.6M0.0%ETFLowMinneapolis, MN2026-10-14
Greenspring Advisors, LLC
13,565$1.6M0.1%ETFVery LowTowson, MD2026-11-05
Pinnacle Bancorp, Inc.
13,502$1.6M0.4%CoreVery LowBeatrice, NE2026-10-21
Sigma Planning Corp
13,377$1.6M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Atria Investments, Inc
13,040$1.5M0.0%CoreMediumCharlotte, NC2026-10-15
Paragon Private Wealth Management, LLC
12,885$1.5M0.5%GrowthLowLexington, KY2026-10-20
Csenge Advisory Group
12,408$1.5M0.1%ETFMediumClearwater, FL2026-11-04
JIM Saulnier & Associates, LLC
11,935$1.4M0.5%ETFLowFort Collins, CO2026-11-04
Oppenheimer & Co Inc
11,760$1.4M0.0%CoreLowNew York, NY2026-10-26
ANB Bank
11,605$1.4M0.5%CoreLowDenver, CO2026-10-09
Lido Advisors, LLC
11,478$1.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Wealthcare Advisory Partners LLC
11,357$1.3M0.0%ETFLowWest Chester, PA2026-10-21
JGP Wealth Management, LLC
10,516$1.2M0.1%CoreLowBend, OR2026-10-13
PKS Advisory Services, LLC
10,139$1.2M0.2%ETFMediumAlbany, NY2026-10-26
Cooper Financial Group
9,676$1.1M0.1%GrowthMediumIrvine, CA2026-10-07
Goldstein Advisors, LLC
9,460$1.1M0.1%ETFMediumMadison, WI2026-10-15
HB Wealth Management, LLC
9,356$1.1M0.0%IndexVery LowAtlanta, GA2026-10-23
International Assets Investment Management, LLC
9,229$1.1M0.1%CoreVery HighOrlando, FL2026-11-02
Indivisible Partners
9,215$1.1M0.0%GrowthMediumClearwater, FL2026-10-26
Invested Advisors
8,675$1.0M0.9%CoreMediumState College, PA2026-10-23
Pinnacle Associates LTD
8,650$1.0M0.0%CoreLowNew York, NY2026-10-20
Livet Wealth, LLC
8,583$1.0M0.6%ETFLowSpanish Fork, UT2026-10-27
Rodgers & Associates, LTD
8,288$969.4K0.1%ETFVery LowLancaster, PA2026-10-20
Cedar Point Capital Partners, LLC
8,226$962.2K0.6%ETFMediumCedar Rapids, IA2026-10-29
Private Trust Co NA
8,086$945.8K0.1%CoreLowCleveland, OH2026-10-20
Independent Financial Group, LLC
8,041$940.6K0.0%GrowthLowSan Diego, CA2026-10-13
Adell Harriman & Carpenter Inc
7,895$923.5K0.0%GrowthVery LowHouston, TX2026-11-02
Summit Asset Management, LLC
7,845$917.6K0.1%ETFLowMemphis, TN2026-11-05
GW Henssler & Associates LTD
7,677$898.0K0.0%CoreMediumKennesaw, GA2026-10-26
Ascentis Independent Advisors
7,511$878.6K0.1%ETFLowDallas, TX2026-11-03
Merited Wealth, LLC
7,284$852.0K0.6%ETFMediumNorth Bay Village, FL2026-10-13
Fortune 45 LLC
6,952$813.2K0.3%ETFLowGonzales, LA2026-10-14
Vision Capital Management, Inc.
6,740$788.4K0.1%CoreVery LowPortland, OR2026-10-20
Patten & Patten Inc
6,222$727.8K0.0%CoreLowChattanooga, TN2026-10-26
BIP Wealth, LLC
6,040$706.5K0.0%ETFMediumAtlanta, GA2026-10-22
Outlook Wealth Advisors, LLC
6,031$705.4K0.1%ETFMediumShenandoah, TX2026-10-28
Optivise Advisory Services LLC
5,943$695.1K0.3%ETFMediumFranklin, TN2026-10-19
Archer Investment Corp
5,858$685.2K0.1%CoreMediumCarmel, IN2026-11-05
Mather Group, Llc.
5,837$682.8K0.0%ETFMediumChicago, IL2026-10-14
MKT Advisors LLC
5,811$688.3K0.2%ETFLowCarlsbad, CA2026-10-20
Elevation Wealth Management LLC
5,778$675.9K0.5%Agg GrowthLowEden Prairie, MN2026-11-02
Simplicity Wealth,LLC
5,671$663.3K0.0%ETFLowSummit, NJ2026-10-23
Signature Estate & Investment Advisors LLC
5,614$656.7K0.0%ETFMediumLos Angeles, CA2026-10-13
Midwest Financial Partners Investments, Inc.
5,505$643.9K0.2%ETFVery LowSt. Cloud, MN2026-10-08
Avantra Family Wealth, Inc.
5,400$631.6K0.4%CoreMediumMechanicsburg, PA2026-10-20
Cullen T Bankers, Inc.
5,197$607.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Courage Miller Partners, LLC
5,065$592.5K0.2%ETFVery LowNorfolk, VA2026-10-21
Mlp3, LLC
4,906$573.9K0.5%CoreVery LowLinwood, NJ2026-10-22
Concurrent Investment Advisors, LLC
4,880$570.8K0.0%GrowthMediumTampa, FL2026-10-16
Strategic Blueprint, LLC
4,879$570.7K0.0%ETFLowAtlanta, GA2026-10-22
Cornerstone Wealth Group, LLC
4,860$568.5K0.0%CoreMediumHuntersville, NC2026-11-02
Valpey Financial Services, LLC
4,758$556.5K0.3%ETFVery LowConcord, NH2026-10-30
Aspect Partners, LLC
4,755$556.2K0.2%ETFMediumFairfax, VA2026-10-20
LJI Wealth Management, LLC
4,325$505.9K0.1%ETFLowIndianapolis, IN2026-10-28
Roof Eidam Maycock Peralta, LLC
4,250$497.1K0.1%ETFVery LowSan Francisco, CA2026-10-15
Annex Advisory Services, LLC
4,222$493.8K0.0%GrowthHighBrookfield, WI2026-10-16
Syntegra Private Wealth Group, LLC
4,179$488.8K0.0%ETFLowChesterfield, MO2026-10-13
Accel Wealth Management
4,075$476.6K0.1%ETFLowWaverly, IA2026-10-13
Diversify Wealth Management, LLC
4,029$465.1K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
4,029$465.1K0.0%GrowthLowSandy, UT2026-10-20
Joel Adams & Associates, Inc.
3,885$454.4K0.3%ETFLowAsheville, NC2026-11-02
Sowell Financial Services LLC
3,609$422.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Gilman Hill Asset Management, LLC
3,310$387.2K0.1%YieldMediumNew Canaan, CT2026-10-13
First Heartland Consultants, Inc.
3,162$369.8K0.0%ETFMediumLake St. Louis, MO2026-10-08
Eagle Global Advisors LLC
3,100$362.6K0.0%CoreLowHouston, TX2026-11-02
Evanson Financial, LLC
3,100$362.6K0.0%ETFN/AMclean, VA2026-10-23
Good Harbor Advisors, Inc.
3,000$350.9K0.3%ETFVery LowGloucester, MA2026-10-20
Selective Wealth Management, Inc.
2,917$336.7K0.1%ETFLowForest, VA2026-10-16
Paragon Capital Management Ltd
2,904$339.7K0.1%CoreVery LowDenver, CO2026-10-09
AlphaCore Capital LLC
2,850$333.4K0.0%ETFLowLa Jolla, CA2026-11-04
StoneX Group Inc.
2,813$329.0K0.0%ETFMediumNew York, NY2026-11-03
Valeo Financial Advisors, LLC
2,764$323.3K0.0%ETFLowCarmel, IN2026-10-08
Kaydan Wealth Management, Inc.
2,750$321.7K0.1%ETFMediumFenton, MI2026-10-08
Eastern Bank
2,707$316.6K0.0%GrowthMediumBoston, MA2026-10-05
Fiduciary Alliance LLC
2,692$314.9K0.0%CoreMediumGreenville, SC2026-10-13
Sherman Wealth Management LLC
2,644$309.2K0.2%ETFLowGaithersburg, MD2026-10-16
SigFig Wealth Management, LLC
2,601$304.2K0.0%ETFLowSan Francisco, CA2026-10-07
Laurel Wealth Advisors LLC
2,600$304.1K0.0%CoreVery LowCharlotte, NC2026-10-27
KPP Advisory Services LLC
2,565$300.0K0.1%GrowthMediumLouisville, KY2026-10-26
McHugh Group, LLC
2,530$295.9K0.1%GrowthVery LowBratenahl, OH2026-10-19
Sagespring Wealth Partners, LLC
2,527$295.6K0.0%ETFLowFranklin, TN2026-10-22
Platt Investment Counsel, LLC
2,507$293.2K0.2%ETFLowCary, NC2026-10-07
First Interstate Bank
2,500$292.4K0.0%ETFLowBillings, MT2026-10-23
Opinicus Capital, Inc.
2,446$286.1K0.2%GrowthLowTampa, FL2026-10-28
Nilsine Partners, LLC
2,400$280.7K0.0%CoreMediumGreenwood Village, CO2026-11-02
Arlington Financial Advisors, LLC
2,398$280.5K0.0%ETFMediumSanta Barbara, CA2026-10-19
MGO One Seven LLC
2,382$278.6K0.0%GrowthLowBeachwood, OH2026-10-28
Blue Sky Capital Consultants Group, Inc.
2,380$278.4K0.1%GrowthMediumPoway, CA2026-10-13
Family Investment Center, Inc.
2,378$278.2K0.0%ETFMediumSaint Joseph, MO2026-10-19
BridgePort Financial Solutions, LLC
2,353$275.2K0.1%ETFLowFairfield, IA2026-11-02
Asset Dedication, LLC
2,267$265.1K0.0%ETFLowSan Francisco, CA2026-11-03
Sensible Money, LLC
2,267$265.1K0.1%ETFVery LowScottsdale, AZ2026-10-20
Kingswood Wealth Advisors, LLC
2,252$263.4K0.0%GrowthLowSan Diego, CA2026-10-23
RFG Advisory, LLC
2,239$261.9K0.0%ETFMediumBirmingham, AL2026-11-03
Redstone Wealth Management, LLC
2,090$244.5K0.2%ETFMediumOklahoma City, OK2026-10-20
WealthPlan Investment Management, LLC
2,048$239.6K0.0%GrowthMediumOmaha, NE2026-10-15
Cadent Capital Advisors, LLC
2,032$237.7K0.1%ETFHighTulsa, OK2026-10-09
CoreCap Advisors, LLC
2,026$237.1K0.0%ETFMediumSouthfield, MI2026-10-08
Floyd Financial Group LLC
2,000$236.4K0.1%GrowthMediumSpringfield, MO2026-10-28
Harbor Investment Advisory, LLC
1,952$228.3K0.0%GrowthLowLutherville, MD2026-10-13
Family Legacy, Inc.
1,886$220.6K0.1%CoreVery LowGreenville, SC2026-10-13
Pathway Financial Advisors LLC
1,805$211.1K0.0%ETFLowSouth Burlington, VT2026-10-07
Spectrum Wealth Advisory Group, LLC
1,761$206.0K0.1%ETFMediumGranite Bay, CA2026-10-29
Tred Avon Family Wealth, LLC
1,730$202.4K0.1%CoreLowEaston, MD2026-10-20
RMR Wealth Builders
1,710$200.0K0.0%ETFLowMontclair, NJ2026-10-22
Oakworth Capital, Inc.
1,638$191.6K0.0%ETFLowBirmingham, AL2026-10-26
Halbert Hargrove Global Advisors, LLC
1,595$186.5K0.0%ETFLowLong Beach, CA2026-10-16
Tsfg, LLC
1,300$1520.0%ETFLowLake Forest, IL2026-10-23
Hazlett, Burt & Watson, Inc.
1,200$129.0K0.1%CoreVery LowWheeling, WV2026-11-04
Atwood & Palmer Inc
1,132$132.4K0.0%CoreVery LowKansas City, MO2026-10-08
Creative Capital Management Investments LLC
1,007$117.8K0.0%ETFLowSan Diego, CA2026-10-28
Cedar Mountain Advisors, LLC
936$109.5K0.0%ETFVery LowLake Oswego, OR2026-10-15
Spire Wealth Management
919$107.5K0.0%GrowthMediumMclean, VA2026-10-30
Elyxium Wealth, LLC
912$106.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Signature Equity Partners, LLC
864$101.1K0.0%GrowthMediumColumbus, OH2026-10-29
Washington Trust Advisors, Inc.
750$87.7K0.0%GrowthLowWellesley, MA2026-10-22
Lanark Financial, Inc.
720$84.2K0.0%CoreMediumBirmingham, AL2026-10-26
Signaturefd, LLC
680$79.5K0.0%IndexLowAtlanta, GA2026-10-23
Realta Investment Advisors
580$67.8K0.0%GrowthMediumWilmington, DE2026-10-14
Costello Asset Management, Inc
574$67.2K0.0%CoreLowFeasterville, PA2026-10-30
MidAtlantic Capital Management, Inc.
534$62.5K0.0%ETFVery LowRichmond, VA2026-11-05
Salomon & Ludwin, LLC
500$58.5K0.0%ETFVery LowRichmond, VA2026-10-29
CX Institutional
465$540.0%CoreMediumAuburn, IN2026-10-02
Bullock Wealth Management Group
388$45.6K0.0%GrowthLowBloomington, IN2026-10-09
Parallel Advisors, LLC
275$32.2K0.0%IndexLowSan Francisco, CA2026-11-03
Jnba Financial Advisors
256$29.9K0.0%ETFMediumBloomington, MN2026-11-03
IFP Advisors, Inc
247$28.9K0.0%GrowthLowTampa, FL2026-10-16
NBT Bank, N.A.
216$25.3K0.0%CoreLowNorwich, NY2026-10-21
MH & Associates Securities Management Corp
200$23.4K0.0%YieldLowCarlsbad, CA2026-10-30
Barnes Dennig Private Wealth Management LLC
197$23.0K0.0%CoreLowCincinnati, OH2026-10-30
Financial Consulate, Inc
185$21.6K0.0%ETFLowHunt Valley, MD2026-10-23
Signature Resources Capital Management, LLC
180$21.1K0.0%ETFLowNewport Beach, CA2026-10-16
Plante Moran Financial Advisors, LLC
107$12.5K0.0%ETFVery LowSouthfield, MI2026-11-04
Goodman Advisory Group, LLC
104$12.2K0.0%GrowthHighNeedham, MA2026-11-02
Pinnacle Wealth Planning Services, Inc.
98$11.5K0.0%GARPLowMansfield, OH2026-10-27
Holos Integrated Wealth LLC
36$4.1K0.0%ETFLowKennett Square, PA2026-10-23