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Ishares Global Tech ETF (IXN)

CUSIP: 464287291 | NYSE | 1300 institutional holders

Quarters

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

Pictet Asset Management Holding SA1,032,080
0.1% of portfolio›$152.8M
Patten & Patten Inc582,209
4.5% of portfolio›$86.3M
Cambridge Investment Research Advisors, Inc.401,731
0.0% of portfolio›$59.5K
Parallel Advisors, LLC271,058
0.5% of portfolio›$40.2M
Commonwealth Equity Services, LLC238,515
0.0% of portfolio›$35.4M
Mirae Asset Global Investments Co., Ltd.134,032
0.0% of portfolio›$19.9M
Nfsg Corp109,682
1.9% of portfolio›$16.3M
Vaughan & Co Securities, Inc.78,724
5.5% of portfolio›$11.7M
Wealth Enhancement Advisory Services, LLC71,404
0.0% of portfolio›$10.1M
Shira Ridge Wealth Management68,795
3.5% of portfolio›$10.2M
Signature Estate & Investment Advisors LLC65,280
0.2% of portfolio›$9.7M
Bernardo Wealth Planning LLC60,632
0.8% of portfolio›$9.0M
Cardinal Strategic Wealth Guidance56,837
1.9% of portfolio›$8.4M
Truist Financial Corp52,283
0.0% of portfolio›$7.7M
Kestra Advisory Services, LLC48,694
0.0% of portfolio›$7.2M
Courier Capital LLC45,522
0.3% of portfolio›$6.7M
SP Asset Management LLC44,314
0.5% of portfolio›$6.6M
Flagship Private Wealth, LLC42,610
2.2% of portfolio›$6.3M
Creative Planning41,048
0.0% of portfolio›$6.1M
Defined Wealth Management, LLC34,601
2.6% of portfolio›$5.1M
Northland Securities, Inc.33,907
2.9% of portfolio›$5.0M
PFG Advisors32,993
0.2% of portfolio›$4.9M
Pinnacle Associates LTD32,944
0.1% of portfolio›$4.9M
Decision Investments, Inc30,168
4.1% of portfolio›$4.5M
Citigroup Inc27,235
0.0% of portfolio›$4.0M
Burke & Herbert Bank & Trust Co24,123
0.9% of portfolio›$3.6M
Concurrent Investment Advisors, LLC22,884
0.0% of portfolio›$3.4M
Marotta Asset Management22,603
0.6% of portfolio›$3.4M
Wealthcare Advisory Partners LLC22,197
0.1% of portfolio›$3.3M
Choreo, LLC21,948
0.0% of portfolio›$3.3M
Silvia Mccoll Wealth Management, LLC21,800
1.9% of portfolio›$3.2M
Carnegie Investment Counsel21,119
0.1% of portfolio›$3.1M
NTV Asset Management LLC21,090
0.3% of portfolio›$3.1M
Slow Capital, Inc.19,936
0.3% of portfolio›$3.0M
Clarus Wealth Advisors18,195
1.0% of portfolio›$2.7M
Farther Finance Advisors, LLC18,112
0.0% of portfolio›$2.7M
Shum Financial Group, Inc.17,945
1.5% of portfolio›$2.7M
Patten Group, Inc.17,121
0.4% of portfolio›$2.5M
Sharkey, Howes & Javer16,890
0.3% of portfolio›$2.5M
Ashton Thomas Private Wealth, LLC16,679
0.0% of portfolio›$2.5M
Robertson Stephens Wealth Management, LLC16,261
0.1% of portfolio›$2.4M
Accurate Wealth Management, LLC15,893
0.2% of portfolio›$2.3M
Columbus Macro, LLC15,774
0.2% of portfolio›$2.3M
Fulcrum Wealth Advisors, LLC15,622
1.6% of portfolio›$2.3M
Capital Advisors, Ltd. LLC15,262
0.0% of portfolio›$2.3K
Marino, Stram & Associates LLC15,172
0.3% of portfolio›$2.2M
Y-Intercept (Hong Kong) Ltd15,143
0.0% of portfolio›$2.2M
Wedbush Securities Inc14,899
0.0% of portfolio›$2.2K
Brandywine OAK Private Wealth LLC14,872
0.2% of portfolio›$2.2M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors14,731
0.1% of portfolio›$2.2M
Forte Asset Management LLC14,590
0.9% of portfolio›$2.2M
Sheets Smith Wealth Management14,010
0.2% of portfolio›$2.1M
Perryman Financial Advisory Inc13,886
0.3% of portfolio›$2.1M
Caliber Wealth Management, LLC / KS13,793
0.2% of portfolio›$2.0M
Meridian Wealth Management, LLC13,710
0.1% of portfolio›$2.0M
Salem Investment Counselors Inc13,536
0.1% of portfolio›$2.0M
Independent Financial Group, LLC13,437
0.0% of portfolio›$2.0M
Patriot Investment Management Group, Inc.12,997
0.1% of portfolio›$1.9M
Alps Advisors Inc12,885
0.0% of portfolio›$1.9M
Balance Wealth Partners LLC12,726
0.5% of portfolio›$1.9M
Worth Financial Advisory Group, LLC12,611
0.8% of portfolio›$1.9M
James Hambro & Partners LLP12,125
0.1% of portfolio›$1.8M
Narus Financial Partners, LLC11,828
0.5% of portfolio›$1.8M
Sigma Planning Corp11,392
0.0% of portfolio›$1.6M
Sterling Group Wealth Management, LLC11,258
0.6% of portfolio›$1.7M
Avidian Wealth Enterprises, LLC11,218
0.0% of portfolio›$1.7M
Tempo Wealth, LLC10,982
0.2% of portfolio›$1.6M
Schear Investment Advisers, LLC10,982
0.2% of portfolio›$1.6M
Apollon Wealth Management, LLC10,940
0.0% of portfolio›$1.6M
Ellis Investment Partners, LLC10,549
0.2% of portfolio›$1.6M
Montis Financial, LLC10,459
0.3% of portfolio›$1.6M
Blue Trust, Inc.10,105
0.0% of portfolio›$1.5M
Cynosure Group, LLC9,611
0.2% of portfolio›$1.4M
Mascagni Wealth Management, Inc.9,463
0.8% of portfolio›$1.4M
Cypress Wealth Services, LLC9,411
0.2% of portfolio›$1.4M
Keystone Wealth Services, LLC9,408
0.2% of portfolio›$1.4M
Brookstone Capital Management9,377
0.0% of portfolio›$1.4M
Dynamic Advisor Solutions LLC9,330
0.0% of portfolio›$1.4M
Aire Advisors, LLC9,275
0.2% of portfolio›$1.4M
MGO One Seven LLC8,915
0.0% of portfolio›$1.3M
Pictet North America Advisors SA8,777
0.1% of portfolio›$1.3M
B. Riley Wealth Advisors, Inc.8,469
0.0% of portfolio›$1.3M
Sageworth Trust Co8,311
0.0% of portfolio›$1.2M
Ironwood Financial, llc8,291
0.2% of portfolio›$1.2M
Montecito Bank & Trust8,127
0.2% of portfolio›$1.2M
Asempa Wealth Advisors8,124
0.9% of portfolio›$1.2M
Integrity Advisory Solutions, LLC7,794
0.1% of portfolio›$1.2M
Central Valley Advisors, LLC7,627
0.3% of portfolio›$1.1M
Catalyst Investment Management LLC7,274
1.0% of portfolio›$1.1M
Spire Wealth Management7,232
0.0% of portfolio›$1.1M
Avior Wealth Management, LLC7,087
0.0% of portfolio›$1.1M
D.A. Davidson & Co.7,015
0.0% of portfolio›$1.0M
Milestone Asset Management Group, LLC6,832
0.5% of portfolio›$1.0M
Lunt Capital Management, Inc.6,773
0.4% of portfolio›$1.0M
SBI Securities Co., Ltd.6,701
0.0% of portfolio›$993.2K
Summit Wealth Group LLC / Co6,648
0.1% of portfolio›$985.3K
Pinnacle Wealth Management Advisory Group, LLC6,549
0.1% of portfolio›$970.7K
HB Wealth Management, LLC6,521
0.0% of portfolio›$966.5K
Elevation Point Wealth Partners, LLC6,374
0.0% of portfolio›$944.8K
Union Bancaire Privee, UBP SA6,313
0.0% of portfolio›$751.9K
Windsor Capital Management, LLC6,300
0.2% of portfolio›$933.8K
Physician Wealth Advisors, Inc.6,285
0.1% of portfolio›$931.5K
Platform Technology Partners6,016
0.1% of portfolio›$891.7K
Uhlmann Price Securities, LLC6,000
0.0% of portfolio›$889.3K
Well Done, LLC5,937
0.1% of portfolio›$880.0K
TD Waterhouse Canada Inc.5,770
0.0% of portfolio›$858.1K
Oppenheimer & Co Inc5,635
0.0% of portfolio›$835.2K
Pines Wealth Management, LLC5,574
0.2% of portfolio›$826.2K
CFS Investment Advisory Services, LLC5,561
0.1% of portfolio›$850.5K
Vontobel Holding Ltd.5,538
0.0% of portfolio›$820.8K
KCM Investment Advisors LLC5,526
0.0% of portfolio›$819.1K
Able Wealth Management LLC5,469
0.2% of portfolio›$835.9K
Buckhead Capital Management LLC5,430
0.3% of portfolio›$804.8K
Allspring Global Investments Holdings, LLC5,342
0.0% of portfolio›$800.3K
Assetmark, Inc5,201
0.0% of portfolio›$770.9K
Ferguson Wellman Capital Management, Inc5,123
0.0% of portfolio›$759.3K
Bluedoor Private Wealth, LLC5,001
0.3% of portfolio›$741.2K
Sava Infond d.o.o.5,000
0.0% of portfolio›$741.1K
Vise Technologies, Inc.4,974
0.0% of portfolio›$737.2K
Mission Wealth Management, LP4,929
0.0% of portfolio›$730.6K
IFP Advisors, Inc4,901
0.0% of portfolio›$726.4K
Secure Asset Management, LLC4,642
0.1% of portfolio›$688.1K
CoreCap Advisors, LLC4,468
0.0% of portfolio›$662.2K
Integrated Advisors Network LLC4,454
0.0% of portfolio›$660.1K
Continuum Wealth Advisors, LLC4,436
0.2% of portfolio›$657.5K
MontVue Capital Management, Inc.4,429
0.4% of portfolio›$656.5K
Avantax Planning Partners, Inc.4,414
0.0% of portfolio›$654.2K
Shelter Rock Management, LLC4,410
0.6% of portfolio›$672.2K
Tableaux LLC4,394
0.3% of portfolio›$651.3K
PDS Planning, Inc3,943
0.0% of portfolio›$584.5K
NorthCrest Asset Manangement, LLC3,850
0.0% of portfolio›$574.0K
Balboa Wealth Partners3,843
0.1% of portfolio›$569.6K
Prospera Financial Services Inc3,803
0.0% of portfolio›$512.6K
Sagespring Wealth Partners, LLC3,794
0.0% of portfolio›$562.3K
Everett Harris & Co3,745
0.0% of portfolio›$555.0K
Excalibur Management Corp3,735
0.2% of portfolio›$553.6K
Urban Wealth Management, LLC3,715
0.5% of portfolio›$550.6K
Romano Brothers and Company3,715
0.1% of portfolio›$550.6K
United Advisor Group, LLC3,711
0.1% of portfolio›$550.1K
Marin Bay Wealth Advisors, LLC3,702
0.3% of portfolio›$548.8K
Bryn Mawr Trust Advisors, LLC3,629
0.0% of portfolio›$537.9K
KTF Investments, LLC3,622
0.1% of portfolio›$536.9K
Cambiar Investors LLC3,610
0.0% of portfolio›$535.1K
Segment Wealth Management, LLC3,600
0.0% of portfolio›$533.6K
Norden Group LLC3,563
0.0% of portfolio›$528.1K
Lido Advisors, LLC3,554
0.0% of portfolio›$526.8K
JB Capital LLC3,521
0.0% of portfolio›$521.8K
Richardson Capital Management LLC3,495
0.2% of portfolio›$518.1K
Ignite Planners, LLC3,376
0.1% of portfolio›$500.4K
Private Trust Co NA3,369
0.0% of portfolio›$499.4K
Intelligence Driven Advisers, LLC3,177
0.1% of portfolio›$470.9K
First Business Financial Services, Inc.3,143
0.0% of portfolio›$465.9K
Next Level Wealth Planning, LLC3,079
0.2% of portfolio›$456.4K
Rosenberg Matthew Hamilton3,030
0.1% of portfolio›$449.1K
Financial Partners Group, Inc3,025
0.0% of portfolio›$448.4K
Searle & Co.3,000
0.1% of portfolio›$444.7K
Maseco LLP3,000
0.0% of portfolio›$444.4K
DecisionMap Wealth Management, LLC2,977
0.2% of portfolio›$441.3K
Graves Light Lenhart Wealth, Inc.2,931
0.0% of portfolio›$434.4K
Junk Investment Group, LLC2,927
0.2% of portfolio›$433.8K
VestGen Advisors, LLC2,868
0.0% of portfolio›$425.0K
McKinley Carter Wealth Services, Inc.2,835
0.0% of portfolio›$420.2K
Zullo Investment Group, Inc.2,833
0.1% of portfolio›$419.9K
Brighton Jones LLC2,788
0.0% of portfolio›$413.2K
Greenleaf Trust2,760
0.0% of portfolio›$409.1K
First Affirmative Financial Network2,752
0.1% of portfolio›$407.9K
First Heartland Consultants, Inc.2,720
0.0% of portfolio›$403.2K
Legacy Advisors, LLC2,700
0.0% of portfolio›$400.2K
4J Wealth Management LLC2,696
0.2% of portfolio›$399.6K
Plancorp, LLC2,693
0.0% of portfolio›$362.7K
Sovran Advisors, LLC2,660
0.0% of portfolio›$377.6K
Key Client Fiduciary Advisors, LLC2,652
0.1% of portfolio›$393.0K
Tenet Wealth Partners, LLC2,639
0.3% of portfolio›$391.2K
Cardinal Point Capital Management ULC2,600
0.0% of portfolio›$386.1K
Financial Perspectives, Inc2,530
0.1% of portfolio›$375.0K
ATX Financial Planning, LLC2,513
0.2% of portfolio›$372.5K
Bellecapital International Ltd.2,508
0.1% of portfolio›$371.7K
W.G. Shaheen & Associates DBA Whitney & Co2,500
0.0% of portfolio›$370.6K
SkyOak Wealth, LLC2,488
0.1% of portfolio›$368.8K
Strategy Asset Managers LLC2,475
0.1% of portfolio›$366.8K
PPS&V Asset Management Consultants, Inc.2,400
0.2% of portfolio›$355.7K
Acorn Financial Advisory Services Inc2,348
0.0% of portfolio›$348.2K
Verus Capital Partners, LLC2,340
0.0% of portfolio›$346.8K
Clarity Wealth Advisors, LLC2,322
0.1% of portfolio›$344.1K
Kanawha Capital Management LLC2,309
0.0% of portfolio›$342.2K
Key FInancial Inc2,272
0.1% of portfolio›$336.8K
Harbor Investment Advisory, LLC2,253
0.0% of portfolio›$333.9K
Trek Financial, LLC2,235
0.0% of portfolio›$331.2K
Angeles Wealth Management, LLC2,235
0.0% of portfolio›$331.3K
GoalVest Advisory LLC2,160
0.1% of portfolio›$320.2K
Simon Quick Advisors, LLC2,060
0.0% of portfolio›$305.4K
Perigon Wealth Management, LLC2,050
0.0% of portfolio›$303.8K
Chartist Inc2,049
0.2% of portfolio›$303.7K
Heritage OAK Wealth Advisors LLC2,033
0.1% of portfolio›$301.3K
JSF Financial, LLC2,019
0.0% of portfolio›$299.3K
Park Avenue Securities LLC2,008
0.0% of portfolio›$298
Investmark Advisory Group LLC2,004
0.1% of portfolio›$297.1K
Traynor Capital Management, Inc.1,979
0.0% of portfolio›$293.3K
Signature Resources Capital Management, LLC1,954
0.1% of portfolio›$289.6K
Frederick Financial Consultants, LLC1,951
0.1% of portfolio›$289.2K
Viewpoint Investment Partners Corp1,935
0.1% of portfolio›$286.6K
Laurel OAK Wealth Management, LLC1,929
0.0% of portfolio›$285.9K
SteelPeak Wealth, LLC1,906
0.0% of portfolio›$282.5K
Aspiriant, LLC1,902
0.0% of portfolio›$281.9K
Hengehold Capital Management LLC1,802
0.0% of portfolio›$267.1K
CRA Financial Services, LLC1,800
0.0% of portfolio›$266.8K
Baxter Bros Inc1,800
0.0% of portfolio›$266.8K
5th Street Advisors, LLC1,759
0.1% of portfolio›$260.7K
Financial Management Network Inc1,730
0.0% of portfolio›$262.9K
International Assets Investment Management, LLC1,722
0.0% of portfolio›$257.9K
Chicago Partners Investment Group LLC1,684
0.0% of portfolio›$230.6K
Arlington Trust Co LLC1,650
0.0% of portfolio›$244.6K
Midwest Trust Co1,636
0.0% of portfolio›$242.5K
ARS Wealth Advisors Group, LLC1,601
0.0% of portfolio›$237.4K
Williams & Novak Wealth Management, LLC1,590
0.1% of portfolio›$235.7K
Patton Albertson Miller Group, LLC1,586
0.0% of portfolio›$235.1K
Steinberganna Wealth Management1,579
0.1% of portfolio›$234.1K
Hamilton Capital, LLC1,565
0.0% of portfolio›$232.0K
SevenBridge Financial Group, LLC1,537
0.0% of portfolio›$213.3K
Williams Jones Wealth Management, Llc.1,516
0.0% of portfolio›$224.7K
Outlook Wealth Advisors, LLC1,514
0.0% of portfolio›$224.4K
TFB Advisors LLC1,494
0.1% of portfolio›$221.4K
World Equity Group, Inc.1,487
0.1% of portfolio›$220.4K
Capital Advisors Wealth Management, LLC1,483
0.0% of portfolio›$219.8K
Cora Capital Advisors LLC1,467
0.1% of portfolio›$217.4K
StoneX Group Inc.1,433
0.0% of portfolio›$207.1K
OpenArc Corporate Advisory, LLC1,430
0.0% of portfolio›$212.0K
Annex Advisory Services, LLC1,404
0.0% of portfolio›$208.1K
Myecfo, LLC1,400
0.1% of portfolio›$207.5K
Paradigm, Strategies in Wealth Management, LLC1,378
0.1% of portfolio›$204.2K
One Advisory Partners, LLC1,370
0.1% of portfolio›$203.1K
Signaturefd, LLC1,350
0.0% of portfolio›$200.1K
Axxcess Wealth Management, LLC1,350
0.0% of portfolio›$200.1K
Cape Investment Advisory, Inc.1,272
0.0% of portfolio›$188.5K
Golden State Wealth Management, LLC1,230
0.0% of portfolio›$182.3K
Mainstream Capital Management LLC1,175
0.1% of portfolio›$174.2K
Activest Wealth Management1,037
0.0% of portfolio›$153.7K
Compass Wealth Management LLC1,000
0.0% of portfolio›$148.2K
Belvedere Trading LLC953
0.0% of portfolio›$141.3K
Buck Wealth Strategies, LLC840
0.0% of portfolio›$124.5K
CX Institutional803
0.0% of portfolio›$119
Elevated Capital Advisors, LLC799
0.0% of portfolio›$118.4K
Mather Group, Llc.795
0.0% of portfolio›$117.9K
Archer Investment Corp761
0.0% of portfolio›$112.8K
Highline Wealth Partners LLC735
0.0% of portfolio›$109.0K
Investors Research Corp690
0.0% of portfolio›$102.3K
AlphaCore Capital LLC628
0.0% of portfolio›$93.1K
Downshift Financial, LLC568
0.0% of portfolio›$84.2K
Goodman Advisory Group, LLC545
0.0% of portfolio›$80.8K
Flagship Wealth Advisors, LLC534
0.0% of portfolio›$79.1K
Triumph Capital Management506
0.0% of portfolio›$74.9K
Bay Harbor Wealth Management, LLC499
0.0% of portfolio›$73.9K
Plante Moran Financial Advisors, LLC490
0.0% of portfolio›$72.6K
Harbor Asset Planning, Inc.443
0.0% of portfolio›$65.6K
Root Financial Partners, LLC424
0.0% of portfolio›$62.8K
NBT Bank, N.A.396
0.0% of portfolio›$58.7K
PFS Partners, LLC376
0.0% of portfolio›$55.7K
Richards, Merrill & Peterson, Inc.375
0.0% of portfolio›$55.6K
First Bancorp, Inc362
0.0% of portfolio›$53.7K
Hazlett, Burt & Watson, Inc.336
0.0% of portfolio›$50
West Branch Capital LLC272
0.0% of portfolio›$40.3K
Ascentis Wealth Management, LLC266
0.0% of portfolio›$39.4K
Go Invest LLC258
0.0% of portfolio›$38.2K
Realta Investment Advisors236
0.0% of portfolio›$35.0K
Edgemoor Investment Advisors, Inc.235
0.0% of portfolio›$34.8K
Blue Bell Private Wealth Management, LLC222
0.0% of portfolio›$32.9K
Abound Wealth Management219
0.0% of portfolio›$32.5K
Pinnacle Wealth Planning Services, Inc.210
0.0% of portfolio›$31.1K
Tsfg, LLC192
0.0% of portfolio›$28
Capital Investment Advisory Services, LLC182
0.0% of portfolio›$27.0K
Ashton Thomas Securities, LLC150
0.0% of portfolio›$22.2K
EverSource Wealth Advisors, LLC147
0.0% of portfolio›$21.8K
Reyes Financial Architecture, Inc.113
0.0% of portfolio›$16.7K
Westside Investment Management, Inc.85
0.0% of portfolio›$12.6K
Byrne Asset Management LLC76
0.0% of portfolio›$11.4K
Brown, Lisle Ings, Inc.49
0.0% of portfolio›$7.3K
Quest 10 Wealth Builders, Inc.48
0.0% of portfolio›$7.1K
Mosley Wealth Management46
0.0% of portfolio›$6.5K
Nvwm, LLC46
0.0% of portfolio›$6.8K
William Mack & Associates, Inc.39
0.0% of portfolio›$5.8K
Central Pacific Bank - Trust Division30
0.0% of portfolio›$4.4K
Advanced Asset Management Advisors Inc18
0.0% of portfolio›$2.7K
Washington Trust Advisors, Inc.16
0.0% of portfolio›$2.4K
Polaris Financial Partners15
0.0% of portfolio›$2
Toth Financial Advisory Corp7
0.0% of portfolio›$1.0K
Retirement Wealth Solutions LLC2
0.0% of portfolio›$369
StyleTurnoverLocationFiled
Pictet Asset Management Holding SA
1,032,080$152.8M0.1%GrowthMediumCarouge, Switzerland2026-11-03
Patten & Patten Inc
582,209$86.3M4.5%CoreLowChattanooga, TN2026-10-26
Cambridge Investment Research Advisors, Inc.
401,731$59.5K0.0%ETFLowFairfield, IA2026-11-02
Parallel Advisors, LLC
271,058$40.2M0.5%IndexLowSan Francisco, CA2026-11-03
Commonwealth Equity Services, LLC
238,515$35.4M0.0%ETFLowWaltham, MA2026-11-02
Mirae Asset Global Investments Co., Ltd.
134,032$19.9M0.0%GrowthLowSeoul, Malaysia2026-11-03
Nfsg Corp
109,682$16.3M1.9%Agg GrowthMediumBoca Raton, FL2026-10-15
Vaughan & Co Securities, Inc.
78,724$11.7M5.5%ETFVery LowRidgewood, NJ2026-10-23
Wealth Enhancement Advisory Services, LLC
71,404$10.1M0.0%CoreLowPlymouth, MN2026-10-13
Shira Ridge Wealth Management
68,795$10.2M3.5%ETFLowLarkspur, CA2026-10-09
Signature Estate & Investment Advisors LLC
65,280$9.7M0.2%ETFMediumLos Angeles, CA2026-10-13
Bernardo Wealth Planning LLC
60,632$9.0M0.8%ETFVery LowHarleysville, PA2026-10-23
Cardinal Strategic Wealth Guidance
56,837$8.4M1.9%ETFMediumLouisville, KY2026-11-02
Truist Financial Corp
52,283$7.7M0.0%CoreLowCharlotte, NC2026-10-30
Kestra Advisory Services, LLC
48,694$7.2M0.0%CoreLowAustin, TX2026-11-02
Courier Capital LLC
45,522$6.7M0.3%ETFLowBuffalo, NY2026-10-19
SP Asset Management LLC
44,314$6.6M0.5%CoreVery LowCupertino, CA2026-11-05
Flagship Private Wealth, LLC
42,610$6.3M2.2%ETFLowWoburn, MA2026-11-05
Creative Planning
41,048$6.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Defined Wealth Management, LLC
34,601$5.1M2.6%ETFLowBeaverton, OR2026-10-19
Northland Securities, Inc.
33,907$5.0M2.9%ETFLowMinneapolis, MN2026-11-02
PFG Advisors
32,993$4.9M0.2%ETFMediumPhoenix, AZ2026-10-16
Pinnacle Associates LTD
32,944$4.9M0.1%CoreLowNew York, NY2026-10-20
Decision Investments, Inc
30,168$4.5M4.1%GrowthLowSan Diego, CA2026-10-07
Citigroup Inc
27,235$4.0M0.0%CoreMediumNew York, NY2026-11-04
Burke & Herbert Bank & Trust Co
24,123$3.6M0.9%CoreVery LowAlexandria, VA2026-11-02
Concurrent Investment Advisors, LLC
22,884$3.4M0.0%GrowthMediumTampa, FL2026-10-16
Marotta Asset Management
22,603$3.4M0.6%ETFLowCharlottesville, VA2026-10-02
Wealthcare Advisory Partners LLC
22,197$3.3M0.1%ETFLowWest Chester, PA2026-10-21
Choreo, LLC
21,948$3.3M0.0%IndexLowRockford, IL2026-10-28
Silvia Mccoll Wealth Management, LLC
21,800$3.2M1.9%CoreVery LowSan Diego, CA2026-10-07
Carnegie Investment Counsel
21,119$3.1M0.1%CoreLowPepper Pike, OH2026-10-20
NTV Asset Management LLC
21,090$3.1M0.3%GrowthLowCharleston, WV2026-10-23
Slow Capital, Inc.
19,936$3.0M0.3%Agg GrowthLowGreenbrae, CA2026-10-23
Clarus Wealth Advisors
18,195$2.7M1.0%ETFMediumPeoria, AZ2026-10-13
Farther Finance Advisors, LLC
18,112$2.7M0.0%IndexLowSan Francisco, CA2026-10-08
Shum Financial Group, Inc.
17,945$2.7M1.5%GrowthVery LowAlameda, CA2026-10-13
Patten Group, Inc.
17,121$2.5M0.4%CoreLowChattanooga, TN2026-10-26
Sharkey, Howes & Javer
16,890$2.5M0.3%ETFMediumDenver, CO2026-10-22
Ashton Thomas Private Wealth, LLC
16,679$2.5M0.0%CoreMediumScottsdale, AZ2026-11-03
Robertson Stephens Wealth Management, LLC
16,261$2.4M0.1%ETFMediumSan Francisco, CA2026-10-16
Accurate Wealth Management, LLC
15,893$2.3M0.2%CoreMediumWesley Chapel, FL2026-10-20
Columbus Macro, LLC
15,774$2.3M0.2%YieldMediumNew Castle, PA2026-10-14
Fulcrum Wealth Advisors, LLC
15,622$2.3M1.6%GrowthMediumBellevue, WA2026-10-16
Capital Advisors, Ltd. LLC
15,262$2.3K0.0%ETFLowShaker Heights, OH2026-10-27
Marino, Stram & Associates LLC
15,172$2.2M0.3%ETFVery LowBraintree, MA2026-10-22
Y-Intercept (Hong Kong) Ltd
15,143$2.2M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Wedbush Securities Inc
14,899$2.2K0.0%CoreLowPasadena, CA2026-10-22
Brandywine OAK Private Wealth LLC
14,872$2.2M0.2%ETFVery LowKennett Square, PA2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
14,731$2.2M0.1%ETFMediumWestlake, OH2026-10-14
Forte Asset Management LLC
14,590$2.2M0.9%ETFLowBedford, NY2026-10-13
Sheets Smith Wealth Management
14,010$2.1M0.2%CoreLowWinston-Salem, NC2026-10-16
Perryman Financial Advisory Inc
13,886$2.1M0.3%GrowthVery LowDallas, TX2026-10-16
Caliber Wealth Management, LLC / KS
13,793$2.0M0.2%ETFLowOverland Park, KS2026-11-04
Meridian Wealth Management, LLC
13,710$2.0M0.1%GrowthLowLexington, KY2026-11-05
Salem Investment Counselors Inc
13,536$2.0M0.1%GrowthVery LowWinston-Salem, NC2026-10-13
Independent Financial Group, LLC
13,437$2.0M0.0%GrowthLowSan Diego, CA2026-10-13
Patriot Investment Management Group, Inc.
12,997$1.9M0.1%ETFVery LowKnoxville, TN2026-10-15
Alps Advisors Inc
12,885$1.9M0.0%YieldLowDenver, CO2026-11-03
Balance Wealth Partners LLC
12,726$1.9M0.5%ETFMediumWorthington, OH2026-10-27
Worth Financial Advisory Group, LLC
12,611$1.9M0.8%GrowthVery LowCharlotte, NC2026-10-19
James Hambro & Partners LLP
12,125$1.8M0.1%GrowthMediumLondon, United Kingdom2026-10-19
Narus Financial Partners, LLC
11,828$1.8M0.5%ValueLowSalt Lake City, UT2026-10-19
Sigma Planning Corp
11,392$1.6M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Sterling Group Wealth Management, LLC
11,258$1.7M0.6%ETFLowPasadena, CA2026-11-03
Avidian Wealth Enterprises, LLC
11,218$1.7M0.0%ETFLowHouston, TX2026-10-08
Tempo Wealth, LLC
10,982$1.6M0.2%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
10,982$1.6M0.2%Agg GrowthMediumCincinnati, OH2026-10-14
Apollon Wealth Management, LLC
10,940$1.6M0.0%GrowthLowMount Pleasant, SC2026-10-23
Ellis Investment Partners, LLC
10,549$1.6M0.2%ETFLowBerwyn, PA2026-10-21
Montis Financial, LLC
10,459$1.6M0.3%ETFLowWaltham, MA2026-11-04
Blue Trust, Inc.
10,105$1.5M0.0%ETFLowBrentwood, TN2026-10-15
Cynosure Group, LLC
9,611$1.4M0.2%ETFMediumSalt Lake City, UT2026-11-03
Mascagni Wealth Management, Inc.
9,463$1.4M0.8%ETFLowClinton, MS2026-10-23
Cypress Wealth Services, LLC
9,411$1.4M0.2%ETFLowPalm Desert, CA2026-10-21
Keystone Wealth Services, LLC
9,408$1.4M0.2%ETFHighPalm Desert, CA2026-11-03
Brookstone Capital Management
9,377$1.4M0.0%ETFMediumWheaton, IL2026-10-22
Dynamic Advisor Solutions LLC
9,330$1.4M0.0%ETFLowPhoenix, AZ2026-10-13
Aire Advisors, LLC
9,275$1.4M0.2%ETFVery LowBeverly Hills, CA2026-10-22
MGO One Seven LLC
8,915$1.3M0.0%GrowthLowBeachwood, OH2026-10-28
Pictet North America Advisors SA
8,777$1.3M0.1%GARPMediumGeneva 73, Switzerland2026-10-21
B. Riley Wealth Advisors, Inc.
8,469$1.3M0.0%GrowthLowMemphis, TN2026-10-13
Sageworth Trust Co
8,311$1.2M0.0%ETFLowLancaster, PA2026-10-30
Ironwood Financial, llc
8,291$1.2M0.2%ETFLowTucson, AZ2026-10-20
Montecito Bank & Trust
8,127$1.2M0.2%GrowthVery LowSanta Barbara, CA2026-10-01
Asempa Wealth Advisors
8,124$1.2M0.9%ETFLowBaton Rouge, LA2026-10-07
Integrity Advisory Solutions, LLC
7,794$1.2M0.1%ETFMediumDallas, TX2026-10-29
Central Valley Advisors, LLC
7,627$1.1M0.3%CoreLowSacramento, CA2026-10-27
Catalyst Investment Management LLC
7,274$1.1M1.0%ETFMediumWindham, NH2026-10-21
Spire Wealth Management
7,232$1.1M0.0%GrowthMediumMclean, VA2026-10-30
Avior Wealth Management, LLC
7,087$1.1M0.0%ETFMediumOmaha, NE2026-10-13
D.A. Davidson & Co.
7,015$1.0M0.0%CoreLowGreat Falls, MT2026-10-28
Milestone Asset Management Group, LLC
6,832$1.0M0.5%ETFVery LowAvon, CT2026-10-20
Lunt Capital Management, Inc.
6,773$1.0M0.4%ETFLowHolladay, UT2026-10-30
SBI Securities Co., Ltd.
6,701$993.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Summit Wealth Group LLC / Co
6,648$985.3K0.1%ETFHighColorado Springs, CO2026-10-29
Pinnacle Wealth Management Advisory Group, LLC
6,549$970.7K0.1%GrowthLowRed Bank, NJ2026-10-23
HB Wealth Management, LLC
6,521$966.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Elevation Point Wealth Partners, LLC
6,374$944.8K0.0%CoreHighDenver, CO2026-11-05
Union Bancaire Privee, UBP SA
6,313$751.9K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Windsor Capital Management, LLC
6,300$933.8K0.2%ETFVery LowPhoenix, AZ2026-10-13
Physician Wealth Advisors, Inc.
6,285$931.5K0.1%ETFMediumMidvale, UT2026-10-20
Platform Technology Partners
6,016$891.7K0.1%CoreVery LowLocust Valley, NY2026-11-02
Uhlmann Price Securities, LLC
6,000$889.3K0.0%Agg GrowthLowSkokie, IL2026-11-03
Well Done, LLC
5,937$880.0K0.1%ETFLowHolland, MI2026-10-20
TD Waterhouse Canada Inc.
5,770$858.1K0.0%CoreLowToronto, Australia2026-10-16
Oppenheimer & Co Inc
5,635$835.2K0.0%CoreLowNew York, NY2026-10-26
Pines Wealth Management, LLC
5,574$826.2K0.2%GrowthLowSouthern Pines, NC2026-10-21
CFS Investment Advisory Services, LLC
5,561$850.5K0.1%ETFMediumTotowa, NJ2026-10-19
Vontobel Holding Ltd.
5,538$820.8K0.0%CoreMediumZurich, Switzerland2026-10-16
KCM Investment Advisors LLC
5,526$819.1K0.0%CoreVery LowGreenbrae, CA2026-10-27
Able Wealth Management LLC
5,469$835.9K0.2%ETFMediumToms River, NJ2026-10-13
Buckhead Capital Management LLC
5,430$804.8K0.3%CoreLowAtlanta, GA2026-11-03
Allspring Global Investments Holdings, LLC
5,342$800.3K0.0%CoreMediumCharlotte, NC2026-11-04
Assetmark, Inc
5,201$770.9K0.0%ETFLowConcord, CA2026-10-21
Ferguson Wellman Capital Management, Inc
5,123$759.3K0.0%CoreLowPortland, OR2026-10-05
Bluedoor Private Wealth, LLC
5,001$741.2K0.3%CoreLowBeverly, MA2026-11-05
Sava Infond d.o.o.
5,000$741.1K0.0%Agg GrowthLowMaribor, Andorra2026-10-28
Vise Technologies, Inc.
4,974$737.2K0.0%IndexLowNew York, NY2026-10-29
Mission Wealth Management, LP
4,929$730.6K0.0%ETFLowSanta Barbara, CA2026-10-15
IFP Advisors, Inc
4,901$726.4K0.0%GrowthLowTampa, FL2026-10-16
Secure Asset Management, LLC
4,642$688.1K0.1%GrowthMediumTroy, MI2026-10-19
CoreCap Advisors, LLC
4,468$662.2K0.0%ETFMediumSouthfield, MI2026-10-08
Integrated Advisors Network LLC
4,454$660.1K0.0%GrowthMediumDallas, TX2026-10-20
Continuum Wealth Advisors, LLC
4,436$657.5K0.2%ETFMediumSaratoga Springs, NY2026-10-20
MontVue Capital Management, Inc.
4,429$656.5K0.4%ETFVery LowLynchburg, VA2026-10-19
Avantax Planning Partners, Inc.
4,414$654.2K0.0%ETFLowDubuque, IA2026-11-03
Shelter Rock Management, LLC
4,410$672.2K0.6%GrowthMediumJericho, NY2026-10-09
Tableaux LLC
4,394$651.3K0.3%ETFLowStockbridge, MA2026-10-23
PDS Planning, Inc
3,943$584.5K0.0%IndexVery LowDublin, OH2026-11-03
NorthCrest Asset Manangement, LLC
3,850$574.0K0.0%GrowthLowPlymouth, MN2026-10-13
Balboa Wealth Partners
3,843$569.6K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Prospera Financial Services Inc
3,803$512.6K0.0%CoreMediumDallas, TX2026-11-04
Sagespring Wealth Partners, LLC
3,794$562.3K0.0%ETFLowFranklin, TN2026-10-22
Everett Harris & Co
3,745$555.0K0.0%CoreVery LowLos Angeles, CA2026-10-28
Excalibur Management Corp
3,735$553.6K0.2%CoreVery LowWaltham, MA2026-11-02
Urban Wealth Management, LLC
3,715$550.6K0.5%GrowthMediumLakewood, CA2026-10-21
Romano Brothers and Company
3,715$550.6K0.1%CoreLowEvanston, IL2026-10-22
United Advisor Group, LLC
3,711$550.1K0.1%ETFLowCincinnati, OH2026-11-03
Marin Bay Wealth Advisors, LLC
3,702$548.8K0.3%GrowthLowSan Anselmo, CA2026-10-28
Bryn Mawr Trust Advisors, LLC
3,629$537.9K0.0%CoreLowPhiladelphia, PA2026-11-04
KTF Investments, LLC
3,622$536.9K0.1%GrowthLowSeal Beach, CA2026-10-23
Cambiar Investors LLC
3,610$535.1K0.0%ValueMediumDenver, CO2026-11-04
Segment Wealth Management, LLC
3,600$533.6K0.0%CoreLowHouston, TX2026-10-26
Norden Group LLC
3,563$528.1K0.0%GrowthMediumProvo, UT2026-10-20
Lido Advisors, LLC
3,554$526.8K0.0%GrowthLowLos Angeles, CA2026-11-04
JB Capital LLC
3,521$521.8K0.0%ETFMediumWethersfield, CT2026-10-19
Richardson Capital Management LLC
3,495$518.1K0.2%ETFLowMenomonee Falls, WI2026-10-23
Ignite Planners, LLC
3,376$500.4K0.1%CoreLowSan Clemente, CA2026-10-14
Private Trust Co NA
3,369$499.4K0.0%CoreLowCleveland, OH2026-10-20
Intelligence Driven Advisers, LLC
3,177$470.9K0.1%ETFLowCarlsbad, CA2026-10-09
First Business Financial Services, Inc.
3,143$465.9K0.0%ETFVery LowMadison, WI2026-10-29
Next Level Wealth Planning, LLC
3,079$456.4K0.2%ETFVery LowMeridian, ID2026-10-29
Rosenberg Matthew Hamilton
3,030$449.1K0.1%ETFVery LowGrand Junction, CO2026-10-05
Financial Partners Group, Inc
3,025$448.4K0.0%ETFLowOverland Park, KS2026-10-19
Searle & Co.
3,000$444.7K0.1%CoreLowGreenwich, CT2026-11-04
Maseco LLP
3,000$444.4K0.0%ETFVery LowLondon, United Kingdom2026-10-27
DecisionMap Wealth Management, LLC
2,977$441.3K0.2%ETFLowGreat Falls, VA2026-10-29
Graves Light Lenhart Wealth, Inc.
2,931$434.4K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Junk Investment Group, LLC
2,927$433.8K0.2%ETFVery LowHunt Valley, MD2026-10-19
VestGen Advisors, LLC
2,868$425.0K0.0%GrowthMediumChicago, IL2026-10-27
McKinley Carter Wealth Services, Inc.
2,835$420.2K0.0%ETFMediumWheeling, WV2026-10-16
Zullo Investment Group, Inc.
2,833$419.9K0.1%GrowthVery LowScranton, PA2026-10-20
Brighton Jones LLC
2,788$413.2K0.0%CoreVery LowSeattle, WA2026-11-03
Greenleaf Trust
2,760$409.1K0.0%CoreLowKalamazoo, MI2026-10-29
First Affirmative Financial Network
2,752$407.9K0.1%CoreN/AColorado Springs, CO2026-10-21
First Heartland Consultants, Inc.
2,720$403.2K0.0%ETFMediumLake St. Louis, MO2026-10-08
Legacy Advisors, LLC
2,700$400.2K0.0%ETFLowPlymouth Meeting, PA2026-10-19
4J Wealth Management LLC
2,696$399.6K0.2%ETFMediumMclean, VA2026-11-02
Plancorp, LLC
2,693$362.7K0.0%ETFLowSaint Louis, MO2026-11-03
Sovran Advisors, LLC
2,660$377.6K0.0%ETFMediumSan Diego, CA2026-11-02
Key Client Fiduciary Advisors, LLC
2,652$393.0K0.1%ValueMediumFairfield, NJ2026-10-19
Tenet Wealth Partners, LLC
2,639$391.2K0.3%ETFN/AChampaign, IL2026-10-19
Cardinal Point Capital Management ULC
2,600$386.1K0.0%ValueLowToronto, Australia2026-10-21
Financial Perspectives, Inc
2,530$375.0K0.1%GrowthVery LowMinneapolis, MN2026-11-03
ATX Financial Planning, LLC
2,513$372.5K0.2%ETFHighAustin, TX2026-10-14
Bellecapital International Ltd.
2,508$371.7K0.1%GrowthMediumZurich, Switzerland2026-10-21
W.G. Shaheen & Associates DBA Whitney & Co
2,500$370.6K0.0%CoreLowRochester, NY2026-11-03
SkyOak Wealth, LLC
2,488$368.8K0.1%ETFLowSouthfield, MI2026-10-28
Strategy Asset Managers LLC
2,475$366.8K0.1%CoreLowPasadena, CA2026-10-14
PPS&V Asset Management Consultants, Inc.
2,400$355.7K0.2%ETFVery LowPortage, MI2026-10-06
Acorn Financial Advisory Services Inc
2,348$348.2K0.0%ETFMediumReston, VA2026-11-02
Verus Capital Partners, LLC
2,340$346.8K0.0%GrowthLowScottsdale, AZ2026-11-03
Clarity Wealth Advisors, LLC
2,322$344.1K0.1%ETFVery LowSan Jose, CA2026-10-21
Kanawha Capital Management LLC
2,309$342.2K0.0%CoreVery LowRichmond, VA2026-10-19
Key FInancial Inc
2,272$336.8K0.1%ETFLowWest Chester, PA2026-11-02
Harbor Investment Advisory, LLC
2,253$333.9K0.0%GrowthLowLutherville, MD2026-10-13
Trek Financial, LLC
2,235$331.2K0.0%ETFHighScottsdale, AZ2026-10-29
Angeles Wealth Management, LLC
2,235$331.3K0.0%ETFLowSanta Monica, CA2026-10-26
GoalVest Advisory LLC
2,160$320.2K0.1%ETFMediumNew York, NY2026-10-02
Simon Quick Advisors, LLC
2,060$305.4K0.0%ETFLowMorristown, NJ2026-10-26
Perigon Wealth Management, LLC
2,050$303.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Chartist Inc
2,049$303.7K0.2%CoreVery LowSeal Beach, CA2026-11-04
Heritage OAK Wealth Advisors LLC
2,033$301.3K0.1%ValueHighSanta Rosa Beach, FL2026-10-14
JSF Financial, LLC
2,019$299.3K0.0%ETFMediumLos Angeles, CA2026-10-22
Park Avenue Securities LLC
2,008$2980.0%ETFMediumNew York, NY2026-10-26
Investmark Advisory Group LLC
2,004$297.1K0.1%ETFVery LowShelton, CT2026-10-27
Traynor Capital Management, Inc.
1,979$293.3K0.0%GrowthLowMalvern, PA2026-10-29
Signature Resources Capital Management, LLC
1,954$289.6K0.1%ETFLowNewport Beach, CA2026-10-16
Frederick Financial Consultants, LLC
1,951$289.2K0.1%ETFVery LowFrederick, MD2026-10-29
Viewpoint Investment Partners Corp
1,935$286.6K0.1%ValueMediumCalgary, Abu Dhabi2026-10-26
Laurel OAK Wealth Management, LLC
1,929$285.9K0.0%GrowthLowMarlton, NJ2026-10-19
SteelPeak Wealth, LLC
1,906$282.5K0.0%GrowthHighWoodland Hills, CA2026-10-16
Aspiriant, LLC
1,902$281.9K0.0%ETFVery LowLos Angeles, CA2026-10-16
Hengehold Capital Management LLC
1,802$267.1K0.0%ETFLowCincinnati, OH2026-10-16
CRA Financial Services, LLC
1,800$266.8K0.0%ETFVery LowNorthfield, NJ2026-10-16
Baxter Bros Inc
1,800$266.8K0.0%CoreLowRiverside, CT2026-11-04
5th Street Advisors, LLC
1,759$260.7K0.1%ETFLowSouthport, CT2026-11-04
Financial Management Network Inc
1,730$262.9K0.0%ETFLowMission Viejo, CA2026-10-09
International Assets Investment Management, LLC
1,722$257.9K0.0%CoreVery HighOrlando, FL2026-11-02
Chicago Partners Investment Group LLC
1,684$230.6K0.0%GARPLowChicago, IL2026-10-27
Arlington Trust Co LLC
1,650$244.6K0.0%ETFMediumBirmingham, AL2026-10-20
Midwest Trust Co
1,636$242.5K0.0%CoreLowOverland Park, KS2026-10-22
ARS Wealth Advisors Group, LLC
1,601$237.4K0.0%CoreLowSt. Petersburg, FL2026-10-16
Williams & Novak Wealth Management, LLC
1,590$235.7K0.1%ETFMediumWestlake Village, CA2026-10-09
Patton Albertson Miller Group, LLC
1,586$235.1K0.0%CoreLowChattanooga, TN2026-10-26
Steinberganna Wealth Management
1,579$234.1K0.1%ETFLowHuntington, NY2026-10-23
Hamilton Capital, LLC
1,565$232.0K0.0%ETFVery LowColumbus, OH2026-10-08
SevenBridge Financial Group, LLC
1,537$213.3K0.0%CoreLowHarrisburg, PA2026-10-26
Williams Jones Wealth Management, Llc.
1,516$224.7K0.0%GrowthLowNew York, NY2026-11-05
Outlook Wealth Advisors, LLC
1,514$224.4K0.0%ETFMediumShenandoah, TX2026-10-28
TFB Advisors LLC
1,494$221.4K0.1%ETFLowOverland Park, KS2026-11-02
World Equity Group, Inc.
1,487$220.4K0.1%GrowthMediumSchaumburg, IL2026-10-14
Capital Advisors Wealth Management, LLC
1,483$219.8K0.0%ETFLowYakima, WA2026-10-09
Cora Capital Advisors LLC
1,467$217.4K0.1%ETFLowMarlton, NJ2026-11-02
StoneX Group Inc.
1,433$207.1K0.0%ETFMediumNew York, NY2026-11-03
OpenArc Corporate Advisory, LLC
1,430$212.0K0.0%GrowthLowAtlanta, GA2026-10-21
Annex Advisory Services, LLC
1,404$208.1K0.0%GrowthHighBrookfield, WI2026-10-16
Myecfo, LLC
1,400$207.5K0.1%ETFVery LowLa Jolla, CA2026-10-14
Paradigm, Strategies in Wealth Management, LLC
1,378$204.2K0.1%ETFLowMaple Grove, MN2026-10-16
One Advisory Partners, LLC
1,370$203.1K0.1%ETFMediumOverland Park, KS2026-10-22
Signaturefd, LLC
1,350$200.1K0.0%IndexLowAtlanta, GA2026-10-23
Axxcess Wealth Management, LLC
1,350$200.1K0.0%CoreLowCarlsbad, CA2026-10-21
Cape Investment Advisory, Inc.
1,272$188.5K0.0%ETFLowMcdonough, GA2026-10-13
Golden State Wealth Management, LLC
1,230$182.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Mainstream Capital Management LLC
1,175$174.2K0.1%GrowthLowLos Angeles, CA2026-10-23
Activest Wealth Management
1,037$153.7K0.0%ETFLowAventura, FL2026-10-15
Compass Wealth Management LLC
1,000$148.2K0.0%GARPLowGuilford, CT2026-10-22
Belvedere Trading LLC
953$141.3K0.0%Agg GrowthVery HighChicago, IL2026-11-05
Buck Wealth Strategies, LLC
840$124.5K0.0%ValueMediumDenver, CO2026-10-28
CX Institutional
803$1190.0%CoreMediumAuburn, IN2026-10-02
Elevated Capital Advisors, LLC
799$118.4K0.0%ETFMediumSandy, UT2026-11-04
Mather Group, Llc.
795$117.9K0.0%ETFMediumChicago, IL2026-10-14
Archer Investment Corp
761$112.8K0.0%CoreMediumCarmel, IN2026-11-05
Highline Wealth Partners LLC
735$109.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Investors Research Corp
690$102.3K0.0%ETFLowAtlanta, GA2026-10-07
AlphaCore Capital LLC
628$93.1K0.0%ETFLowLa Jolla, CA2026-11-04
Downshift Financial, LLC
568$84.2K0.0%ETFLowBoulder, CO2026-10-13
Goodman Advisory Group, LLC
545$80.8K0.0%GrowthHighNeedham, MA2026-11-02
Flagship Wealth Advisors, LLC
534$79.1K0.0%ETFLowWakefield, MA2026-11-03
Triumph Capital Management
506$74.9K0.0%ETFMediumDenver, CO2026-10-14
Bay Harbor Wealth Management, LLC
499$73.9K0.0%ETFMediumHunt Valley, MD2026-11-03
Plante Moran Financial Advisors, LLC
490$72.6K0.0%ETFVery LowSouthfield, MI2026-11-04
Harbor Asset Planning, Inc.
443$65.6K0.0%ETFVery LowBelmont, MA2026-10-23
Root Financial Partners, LLC
424$62.8K0.0%ETFMediumEncinitas, CA2026-10-21
NBT Bank, N.A.
396$58.7K0.0%CoreLowNorwich, NY2026-10-21
PFS Partners, LLC
376$55.7K0.0%ETFVery LowMine Hill, NJ2026-10-21
Richards, Merrill & Peterson, Inc.
375$55.6K0.0%GrowthLowSpokane, WA2026-10-19
First Bancorp, Inc
362$53.7K0.0%ValueVery LowDamariscotta, ME2026-10-26
Hazlett, Burt & Watson, Inc.
336$500.0%CoreVery LowWheeling, WV2026-11-04
West Branch Capital LLC
272$40.3K0.0%GrowthVery LowAmherst, MA2026-10-20
Ascentis Wealth Management, LLC
266$39.4K0.0%Agg GrowthLowDallas, TX2026-11-03
Go Invest LLC
258$38.2K0.0%ETFN/AWest Jordan, UT2026-10-09
Realta Investment Advisors
236$35.0K0.0%GrowthMediumWilmington, DE2026-10-14
Edgemoor Investment Advisors, Inc.
235$34.8K0.0%CoreVery LowBethesda, MD2026-11-03
Blue Bell Private Wealth Management, LLC
222$32.9K0.0%YieldVery LowBlue Bell, PA2026-10-29
Abound Wealth Management
219$32.5K0.0%ETFVery LowFranklin, TN2026-10-26
Pinnacle Wealth Planning Services, Inc.
210$31.1K0.0%GARPLowMansfield, OH2026-10-27
Tsfg, LLC
192$280.0%ETFLowLake Forest, IL2026-10-23
Capital Investment Advisory Services, LLC
182$27.0K0.0%CoreMediumRaleigh, NC2026-10-30
Ashton Thomas Securities, LLC
150$22.2K0.0%ETFMediumRochester, NY2026-10-26
EverSource Wealth Advisors, LLC
147$21.8K0.0%CoreMediumBirmingham, AL2026-11-04
Reyes Financial Architecture, Inc.
113$16.7K0.0%ETFVery HighSan Diego, CA2026-10-22
Westside Investment Management, Inc.
85$12.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Byrne Asset Management LLC
76$11.4K0.0%CoreLowKingston, NJ2026-10-06
Brown, Lisle Ings, Inc.
49$7.3K0.0%CoreVery LowProvidence, RI2026-10-16
Quest 10 Wealth Builders, Inc.
48$7.1K0.0%ETFLowFuquay-Varina, VA2026-11-02
Mosley Wealth Management
46$6.5K0.0%ETFHighAnaheim, CA2026-10-16
Nvwm, LLC
46$6.8K0.0%GrowthMediumYardley, PA2026-10-14
William Mack & Associates, Inc.
39$5.8K0.0%ETFLowTroy, MI2026-10-27
Central Pacific Bank - Trust Division
30$4.4K0.0%CoreMediumHonolulu, HI2026-10-06
Advanced Asset Management Advisors Inc
18$2.7K0.0%CoreVery LowDublin, OH2026-10-20
Washington Trust Advisors, Inc.
16$2.4K0.0%GrowthLowWellesley, MA2026-10-22
Polaris Financial Partners
15$20.0%GrowthN/AWesterville, OH2026-10-02
Toth Financial Advisory Corp
7$1.0K0.0%CoreLowLeesburg, VA2026-10-08
Retirement Wealth Solutions LLC
2$3690.0%ETFLowMarshfield, WI2026-10-07