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Ishares US Real Estate ETF (IYR)

CUSIP: 464287739 | NYSE | 1975 institutional holders

Quarters

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

WealthNavi Inc.5,540,037
0.1% of portfolio›$526.5K
Citigroup Inc406,088
0.0% of portfolio›$38.6M
Sumitomo Mitsui DS Asset Management Company, Ltd396,916
0.3% of portfolio›$37.7M
Magnus Financial Group LLC188,158
1.2% of portfolio›$17.9M
Ddfg, Inc182,913
3.4% of portfolio›$17.4M
Financial Advisory Corp156,312
1.9% of portfolio›$14.9M
Commonwealth Equity Services, LLC113,595
0.0% of portfolio›$10.8M
Unique Wealth, LLC91,877
1.0% of portfolio›$8.7M
Norden Group LLC66,139
0.5% of portfolio›$6.3M
Courier Capital LLC65,863
0.3% of portfolio›$6.3M
Matthew Goff Investment Advisor, LLC64,878
0.9% of portfolio›$6.2M
Consolidated Capital Management, LLC60,692
1.6% of portfolio›$5.8M
Omega Financial Group, LLC59,850
1.8% of portfolio›$5.7M
Arkansas Financial Group, Inc.52,442
0.7% of portfolio›$5.0M
Cambridge Investment Research Advisors, Inc.52,020
0.0% of portfolio›$4.9K
Mission Wealth Management, LP45,173
0.1% of portfolio›$4.3M
Truist Financial Corp43,269
0.0% of portfolio›$4.1M
Rebalance, LLC40,231
0.2% of portfolio›$3.8M
Rodgers & Associates, LTD39,149
0.4% of portfolio›$3.7M
Pictet North America Advisors SA37,434
0.3% of portfolio›$3.6M
Forte Asset Management LLC36,365
1.4% of portfolio›$3.5M
Sheets Smith Wealth Management36,000
0.4% of portfolio›$3.4M
Fairway Wealth LLC35,242
0.7% of portfolio›$3.3M
Whitegate Investment Counselors, Inc.34,984
1.0% of portfolio›$3.3M
StoneX Group Inc.34,864
0.1% of portfolio›$3.6M
Jmac Enterprises LLC33,232
0.5% of portfolio›$3.2M
Sage Rhino Capital LLC32,113
0.5% of portfolio›$3.1M
Park Avenue Securities LLC30,061
0.0% of portfolio›$2.9K
Rakuten Investment Management, Inc.27,286
0.0% of portfolio›$2.6M
SBI Securities Co., Ltd.26,806
0.1% of portfolio›$2.5M
JFS Wealth Advisors, LLC26,721
0.1% of portfolio›$2.5M
Glenview Trust Co26,688
0.0% of portfolio›$2.5M
Kestra Advisory Services, LLC26,116
0.0% of portfolio›$2.5M
Axxcess Wealth Management, LLC24,885
0.1% of portfolio›$2.4M
Allstreet Capital Advisors LLC23,634
1.5% of portfolio›$2.2M
Canton Hathaway, LLC22,821
0.4% of portfolio›$2.2M
Creative Planning22,637
0.0% of portfolio›$2.2M
Mirae Asset Global Investments Co., Ltd.21,184
0.0% of portfolio›$2.0M
First Financial Corp21,023
0.7% of portfolio›$2.0M
Americana Partners, LLC20,645
0.0% of portfolio›$2.0M
Sowell Financial Services LLC20,052
0.1% of portfolio›$1.9M
Wilmington Savings Fund Society, FSB19,967
0.0% of portfolio›$1.9M
Mirae Asset Securities (USA) Inc.18,978
0.1% of portfolio›$1.8M
Garde Capital, Inc.18,972
0.1% of portfolio›$1.8M
Legacy Private Trust Co.18,085
0.1% of portfolio›$1.7M
Krane Financial Solutions LLC17,858
1.1% of portfolio›$1.7M
Grey Fox Wealth Advisors, LLC17,779
0.3% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC17,510
0.0% of portfolio›$1.7M
Encompass Wealth Advisors, LLC17,176
0.2% of portfolio›$1.6M
First Citizens Financial Corp17,057
0.7% of portfolio›$1.6M
Gray Private Wealth, LLC16,938
0.7% of portfolio›$1.6M
Lido Advisors, LLC16,276
0.0% of portfolio›$1.5M
Foundation Wealth Management, LLC15,129
0.8% of portfolio›$1.4M
Embree Financial Group14,422
0.1% of portfolio›$1.4M
Milestone Asset Management, LLC13,830
0.2% of portfolio›$1.3M
Upper Left Wealth Management, LLC13,666
0.7% of portfolio›$1.3M
Koshinski Asset Management, Inc.13,645
0.1% of portfolio›$1.3M
Apella Capital, LLC13,299
0.0% of portfolio›$1.2M
Financial & Tax Architects, LLC13,094
0.3% of portfolio›$1.2M
HB Wealth Management, LLC12,997
0.0% of portfolio›$1.2M
Sterling Investment Advisors LLC11,942
0.5% of portfolio›$1.1M
Washington Trust Bank11,471
0.1% of portfolio›$1.1M
Belvedere Trading LLC10,912
0.0% of portfolio›$1.0M
AlphaCentric Advisors LLC10,000
0.8% of portfolio›$950.4K
Guidance Point Advisors, LLC9,893
0.2% of portfolio›$941.1K
Finley Financial, LLC9,490
0.4% of portfolio›$896.5K
B. Riley Wealth Advisors, Inc.9,464
0.0% of portfolio›$899.5K
Cullen T Bankers, Inc.9,301
0.0% of portfolio›$884.0K
Perigon Wealth Management, LLC9,171
0.0% of portfolio›$871.6K
Farther Finance Advisors, LLC8,937
0.0% of portfolio›$849.4K
Independence Wealth Advisors, LLC8,724
0.4% of portfolio›$829.1K
Kagan Cocozza Asset Management8,094
0.5% of portfolio›$769.3K
Creekside Partners7,923
0.3% of portfolio›$753.0K
Courage Miller Partners, LLC7,885
0.2% of portfolio›$749.3K
Bailard, Inc.7,718
0.0% of portfolio›$733.5K
Globalt Investments LLC / GA7,589
0.0% of portfolio›$721.3K
NTV Asset Management LLC7,273
0.1% of portfolio›$691.2K
Elevation Wealth Partners, LLC6,790
0.2% of portfolio›$645.3K
Bucket List Wealth Management, LLC6,522
0.3% of portfolio›$619.8K
Lanark Financial, Inc.6,470
0.0% of portfolio›$614.9K
Sage Financial Group Inc6,384
0.0% of portfolio›$606.7K
Prospera Financial Services Inc6,353
0.0% of portfolio›$633.1K
Covenant Asset Management, LLC6,347
0.1% of portfolio›$603.2K
Waldron Private Wealth LLC6,246
0.0% of portfolio›$593.6K
Union Bancaire Privee, UBP SA6,180
0.0% of portfolio›$594.0K
Krilogy Financial LLC5,897
0.0% of portfolio›$571.1K
Elevation Point Wealth Partners, LLC5,552
0.0% of portfolio›$527.7K
Modera Wealth Management, LLC5,542
0.0% of portfolio›$526.7K
Sigma Planning Corp5,370
0.0% of portfolio›$510.3K
Patten & Patten Inc5,247
0.0% of portfolio›$498.7K
Clear Creek Financial Management, LLC5,186
0.0% of portfolio›$492.8K
Infinity Wealth Counsel, LLC5,110
0.4% of portfolio›$485.7K
Principle Wealth Partners LLC5,100
0.0% of portfolio›$484.7K
Sava Infond d.o.o.5,100
0.0% of portfolio›$484.7K
TD Waterhouse Canada Inc.4,982
0.0% of portfolio›$470.7K
Integrated Advisors Network LLC4,944
0.0% of portfolio›$469.8K
Ballew Advisors, Inc4,938
0.2% of portfolio›$468.0K
Partners Wealth Management, LLC4,734
0.0% of portfolio›$450.0K
D.A. Davidson & Co.4,724
0.0% of portfolio›$449.0K
Sachem Hill LLC4,595
0.1% of portfolio›$436.7K
Adell Harriman & Carpenter Inc4,392
0.0% of portfolio›$417.5K
Valeo Financial Advisors, LLC4,351
0.0% of portfolio›$413.5K
Manchester Capital Management LLC4,286
0.1% of portfolio›$407.3K
Ellis Investment Partners, LLC4,161
0.1% of portfolio›$395.5K
HCR Wealth Advisors3,989
0.0% of portfolio›$379.2K
Trek Financial, LLC3,905
0.0% of portfolio›$371.1K
Harbor Investment Advisory, LLC3,816
0.0% of portfolio›$362.7K
Alhambra Investment Management LLC3,783
0.2% of portfolio›$359.5K
Lakeshore Capital Group, Inc.3,590
0.2% of portfolio›$341.2K
Parallel Advisors, LLC3,566
0.0% of portfolio›$338.9K
Choreo, LLC3,566
0.0% of portfolio›$338.9K
Ferguson Johnson Wealth Management Inc3,521
0.2% of portfolio›$334.6K
Cypress Financial Planning LLC3,467
0.1% of portfolio›$329.5K
OpenArc Corporate Advisory, LLC3,453
0.0% of portfolio›$328.2K
Riverbend Wealth Management, LLC3,381
0.1% of portfolio›$321.3K
City Holding Co3,301
0.0% of portfolio›$313.7K
Wealth Architects, LLC3,275
0.0% of portfolio›$311.3K
Flagstar Securities, Inc3,267
0.1% of portfolio›$310.5K
Abacus Planning Group, Inc.3,259
0.0% of portfolio›$309.7K
IFG Advisors, LLC3,098
0.0% of portfolio›$294.5K
Sonata Capital Group Inc2,972
0.1% of portfolio›$282.5K
Rockland Trust Co2,926
0.0% of portfolio›$278.1K
Wealth Dimensions Group, Ltd.2,853
0.0% of portfolio›$271.1K
Smith Shellnut Wilson LLC2,753
0.1% of portfolio›$261.6K
Oppenheimer & Co Inc2,712
0.0% of portfolio›$257.7K
PKS Advisory Services, LLC2,628
0.0% of portfolio›$268.7K
Taylor & Morgan Wealth Management, LLC2,615
0.1% of portfolio›$248.6K
Burke & Herbert Bank & Trust Co2,605
0.1% of portfolio›$247.6K
Platform Technology Partners2,530
0.0% of portfolio›$240.5K
Integris Wealth Management, LLC2,527
0.0% of portfolio›$240.2K
Retirement Planning Group, LLC2,465
0.0% of portfolio›$234.3K
Gen-Wealth Partners Inc2,440
0.1% of portfolio›$231.9K
Praxis Capital Management LLC2,418
0.4% of portfolio›$229.8K
LightSquare Wealth Management, LLC2,417
0.2% of portfolio›$229.7K
Delta Capital Management LLC2,380
0.0% of portfolio›$226
RDA Financial Network2,337
0.0% of portfolio›$222.1K
Bear Mountain Capital, Inc.2,324
0.1% of portfolio›$226.3K
Center for Financial Planning, Inc.2,286
0.0% of portfolio›$217.3K
Graetz Wealth LLC2,281
0.2% of portfolio›$216.8K
BIP Wealth, LLC2,268
0.0% of portfolio›$215.6K
Viewpoint Capital Management LLC2,223
0.1% of portfolio›$211.3K
Sierra Ocean, LLC2,214
0.1% of portfolio›$210.4K
Chicago Partners Investment Group LLC2,144
0.0% of portfolio›$211.0K
IFP Advisors, Inc1,802
0.0% of portfolio›$171.3K
Pacifica Partners Inc.1,570
0.0% of portfolio›$148.3K
Mather Group, Llc.1,394
0.0% of portfolio›$132.5K
Hughes Financial Services, LLC1,386
0.0% of portfolio›$137.9K
Lodestone Wealth Management LLC1,339
0.0% of portfolio›$127.3K
Acropolis Investment Management, LLC1,305
0.0% of portfolio›$124.0K
Barrett & Company, Inc.924
0.0% of portfolio›$87.8K
CoreCap Advisors, LLC885
0.0% of portfolio›$84.1K
Physician Wealth Advisors, Inc.882
0.0% of portfolio›$83.8K
Cassaday & Co Wealth Management LLC815
0.0% of portfolio›$77.5K
Blue Trust, Inc.812
0.0% of portfolio›$77.1K
Aspect Partners, LLC712
0.0% of portfolio›$67.7K
Armor Investment Advisors, LLC551
0.0% of portfolio›$52.4K
Maryland Capital Advisors Inc.532
0.0% of portfolio›$50.6K
Private Trust Co NA423
0.0% of portfolio›$40.2K
Redwood Park Advisors LLC412
0.0% of portfolio›$39.2K
First United Bank & Trust314
0.0% of portfolio›$29.8K
Granite FO LLC300
0.0% of portfolio›$28.5K
Asset Dedication, LLC289
0.0% of portfolio›$27.5K
Signaturefd, LLC275
0.0% of portfolio›$26.1K
Independence Bank of Kentucky240
0.0% of portfolio›$22.8K
Entrust Financial LLC225
0.0% of portfolio›$21.4K
Advantage Trust Co220
0.0% of portfolio›$20.9K
Compass Financial Management LLC200
0.0% of portfolio›$19.0K
Gamma Investing LLC191
0.0% of portfolio›$18.2K
Concord Wealth Partners180
0.0% of portfolio›$17.1K
Assetmark, Inc175
0.0% of portfolio›$16.6K
Frisco Financial Planning LLC174
0.0% of portfolio›$16.5K
Parkside Financial Bank & Trust172
0.0% of portfolio›$16.3K
Highline Wealth Partners LLC171
0.0% of portfolio›$16.3K
Farmers & Merchants Investments Inc170
0.0% of portfolio›$16.2K
Cranbrook Wealth Management, LLC149
0.0% of portfolio›$14.1K
Elevated Capital Advisors, LLC138
0.0% of portfolio›$13.1K
Eastern Bank132
0.0% of portfolio›$12.5K
Horizons Wealth Management129
0.0% of portfolio›$12.3K
Rydar Equities, Inc.125
0.0% of portfolio›$11.7K
Creative Financial Designs Inc123
0.0% of portfolio›$11.7K
EPG Wealth Management LLC110
0.0% of portfolio›$10.5K
Mycio Wealth Partners, LLC109
0.0% of portfolio›$10.3K
Valley National Advisers Inc109
0.0% of portfolio›$10.3K
Spire Wealth Management105
0.0% of portfolio›$10.0K
Avion Wealth77
0.0% of portfolio›$7
Glass Jacobson Investment Advisors llc74
0.0% of portfolio›$7.0K
Nvwm, LLC71
0.0% of portfolio›$6.7K
City State Bank60
0.0% of portfolio›$5.7K
Trust Co51
0.0% of portfolio›$4.8K
Investors Research Corp48
0.0% of portfolio›$4.6K
IMG Wealth Management, Inc.45
0.0% of portfolio›$4.2K
Provenance Wealth Advisors, LLC45
0.0% of portfolio›$4.3K
EverSource Wealth Advisors, LLC41
0.0% of portfolio›$3.9K
First Horizon Corp41
0.0% of portfolio›$3.9K
Nova Financial LLC39
0.0% of portfolio›$3.7K
Mascoma Wealth Management LLC35
0.0% of portfolio›$3.3K
Next Level Wealth Planning, LLC32
0.0% of portfolio›$3.0K
Cape Investment Advisory, Inc.29
0.0% of portfolio›$2.8K
Bare Financial Services, Inc28
0.0% of portfolio›$2.6K
American Capital Advisory, LLC25
0.0% of portfolio›$2.4K
Root Financial Partners, LLC25
0.0% of portfolio›$2.4K
Salomon & Ludwin, LLC24
0.0% of portfolio›$2.3K
Armstrong Advisory Group, Inc24
0.0% of portfolio›$2.3K
Pflug Koory, LLC18
0.0% of portfolio›$1.7K
Ascentis Independent Advisors18
0.0% of portfolio›$1.7K
Latitude Advisors, LLC15
0.0% of portfolio›$1.4K
Woodard & Co Asset Management Group Inc14
0.0% of portfolio›$1.3K
CX Institutional10
0.0% of portfolio›$1
Granite Investment Partners, LLC10
0.0% of portfolio›$950
Country Trust Bank7
0.0% of portfolio›$665
Prudent Man Investment Management, Inc.1
0.0% of portfolio›$100
StyleTurnoverLocationFiled
WealthNavi Inc.
5,540,037$526.5K0.1%ETFVery LowShinagawa-Ku, Tokyo, Mexico2026-10-27
Citigroup Inc
406,088$38.6M0.0%CoreMediumNew York, NY2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
396,916$37.7M0.3%IndexVery LowTokyo, Mexico2026-10-20
Magnus Financial Group LLC
188,158$17.9M1.2%ETFLowNew York, NY2026-10-21
Ddfg, Inc
182,913$17.4M3.4%ETFLowThousand Oaks, CA2026-10-15
Financial Advisory Corp
156,312$14.9M1.9%ETFVery LowGrand Rapids, MI2026-10-14
Commonwealth Equity Services, LLC
113,595$10.8M0.0%ETFLowWaltham, MA2026-11-02
Unique Wealth, LLC
91,877$8.7M1.0%ETFMediumTampa, FL2026-10-16
Norden Group LLC
66,139$6.3M0.5%GrowthMediumProvo, UT2026-10-20
Courier Capital LLC
65,863$6.3M0.3%ETFLowBuffalo, NY2026-10-19
Matthew Goff Investment Advisor, LLC
64,878$6.2M0.9%CoreMediumHouston, TX2026-10-13
Consolidated Capital Management, LLC
60,692$5.8M1.6%GrowthHighBurbank, CA2026-10-13
Omega Financial Group, LLC
59,850$5.7M1.8%ETFVery LowSanta Barbara, CA2026-10-29
Arkansas Financial Group, Inc.
52,442$5.0M0.7%ETFVery LowLittle Rock, AR2026-10-26
Cambridge Investment Research Advisors, Inc.
52,020$4.9K0.0%ETFLowFairfield, IA2026-11-02
Mission Wealth Management, LP
45,173$4.3M0.1%ETFLowSanta Barbara, CA2026-10-15
Truist Financial Corp
43,269$4.1M0.0%CoreLowCharlotte, NC2026-10-30
Rebalance, LLC
40,231$3.8M0.2%ETFVery LowPalo Alto, CA2026-10-22
Rodgers & Associates, LTD
39,149$3.7M0.4%ETFVery LowLancaster, PA2026-10-20
Pictet North America Advisors SA
37,434$3.6M0.3%GARPMediumGeneva 73, Switzerland2026-10-21
Forte Asset Management LLC
36,365$3.5M1.4%ETFLowBedford, NY2026-10-13
Sheets Smith Wealth Management
36,000$3.4M0.4%CoreLowWinston-Salem, NC2026-10-16
Fairway Wealth LLC
35,242$3.3M0.7%ETFLowIndependence, OH2026-10-30
Whitegate Investment Counselors, Inc.
34,984$3.3M1.0%ETFVery LowConcord, NH2026-11-02
StoneX Group Inc.
34,864$3.6M0.1%ETFMediumNew York, NY2026-11-03
Jmac Enterprises LLC
33,232$3.2M0.5%ETFVery LowNewtown, PA2026-10-30
Sage Rhino Capital LLC
32,113$3.1M0.5%ETFLowMenlo Park, CA2026-10-28
Park Avenue Securities LLC
30,061$2.9K0.0%ETFMediumNew York, NY2026-10-26
Rakuten Investment Management, Inc.
27,286$2.6M0.0%ETFMediumTokyo, Mexico2026-10-30
SBI Securities Co., Ltd.
26,806$2.5M0.1%Agg GrowthLowTokyo, Mexico2026-10-22
JFS Wealth Advisors, LLC
26,721$2.5M0.1%ETFVery LowHermitage, PA2026-11-03
Glenview Trust Co
26,688$2.5M0.0%GrowthVery LowLouisville, KY2026-10-28
Kestra Advisory Services, LLC
26,116$2.5M0.0%CoreLowAustin, TX2026-11-02
Axxcess Wealth Management, LLC
24,885$2.4M0.1%CoreLowCarlsbad, CA2026-10-21
Allstreet Capital Advisors LLC
23,634$2.2M1.5%ETFVery LowLos Angeles, CA2026-11-04
Canton Hathaway, LLC
22,821$2.2M0.4%ValueLowProvidence, RI2026-10-23
Creative Planning
22,637$2.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Mirae Asset Global Investments Co., Ltd.
21,184$2.0M0.0%GrowthLowSeoul, Malaysia2026-11-03
First Financial Corp
21,023$2.0M0.7%CoreVery LowTerre Haute, IN2026-10-13
Americana Partners, LLC
20,645$2.0M0.0%CoreMediumHouston, TX2026-10-28
Sowell Financial Services LLC
20,052$1.9M0.1%CoreLowNorth Little Rock, AR2026-10-23
Wilmington Savings Fund Society, FSB
19,967$1.9M0.0%CoreLowWilmington, DE2026-10-23
Mirae Asset Securities (USA) Inc.
18,978$1.8M0.1%ETFHighNew York, NY2026-10-15
Garde Capital, Inc.
18,972$1.8M0.1%ETFLowSeattle, WA2026-10-29
Legacy Private Trust Co.
18,085$1.7M0.1%ETFLowNeenah, WI2026-10-06
Krane Financial Solutions LLC
17,858$1.7M1.1%ETFVery LowCalabasas, CA2026-10-30
Grey Fox Wealth Advisors, LLC
17,779$1.7M0.3%ETFLowRockland, DE2026-11-03
Wealth Enhancement Advisory Services, LLC
17,510$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Encompass Wealth Advisors, LLC
17,176$1.6M0.2%ETFVery LowPortland, OR2026-10-15
First Citizens Financial Corp
17,057$1.6M0.7%ETFLowMason City, IA2026-10-02
Gray Private Wealth, LLC
16,938$1.6M0.7%ETFVery LowCanton, MA2026-10-28
Lido Advisors, LLC
16,276$1.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Foundation Wealth Management, LLC
15,129$1.4M0.8%ETFLowClayton, MO2026-10-22
Embree Financial Group
14,422$1.4M0.1%ETFLowChicago, IL2026-10-22
Milestone Asset Management, LLC
13,830$1.3M0.2%GrowthHighPittsburgh, PA2026-10-15
Upper Left Wealth Management, LLC
13,666$1.3M0.7%ETFMediumTampa, FL2026-10-14
Koshinski Asset Management, Inc.
13,645$1.3M0.1%ETFLowDecatur, IL2026-10-29
Apella Capital, LLC
13,299$1.2M0.0%ETFVery LowWest Hartford, CT2026-10-08
Financial & Tax Architects, LLC
13,094$1.2M0.3%CoreHighSt Louis, MO2026-10-15
HB Wealth Management, LLC
12,997$1.2M0.0%IndexVery LowAtlanta, GA2026-10-23
Sterling Investment Advisors LLC
11,942$1.1M0.5%ETFVery LowBolivar, MO2026-10-27
Washington Trust Bank
11,471$1.1M0.1%CoreLowSpokane, WA2026-11-03
Belvedere Trading LLC
10,912$1.0M0.0%Agg GrowthVery HighChicago, IL2026-11-05
AlphaCentric Advisors LLC
10,000$950.4K0.8%CoreHighSan Juan, PR2026-11-03
Guidance Point Advisors, LLC
9,893$941.1K0.2%ETFVery LowWellesley, MA2026-10-15
Finley Financial, LLC
9,490$896.5K0.4%ETFVery LowLas Vegas, NV2026-10-28
B. Riley Wealth Advisors, Inc.
9,464$899.5K0.0%GrowthLowMemphis, TN2026-10-13
Cullen T Bankers, Inc.
9,301$884.0K0.0%GrowthLowSan Antonio, TX2026-10-28
Perigon Wealth Management, LLC
9,171$871.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Farther Finance Advisors, LLC
8,937$849.4K0.0%IndexLowSan Francisco, CA2026-10-08
Independence Wealth Advisors, LLC
8,724$829.1K0.4%ETFHighIndependence, OH2026-10-29
Kagan Cocozza Asset Management
8,094$769.3K0.5%ETFVery LowMickleton, NJ2026-10-19
Creekside Partners
7,923$753.0K0.3%ETFVery LowPetaluma, CA2026-11-04
Courage Miller Partners, LLC
7,885$749.3K0.2%ETFVery LowNorfolk, VA2026-10-21
Bailard, Inc.
7,718$733.5K0.0%GrowthMediumFoster City, CA2026-10-13
Globalt Investments LLC / GA
7,589$721.3K0.0%ETFLowAtlanta, GA2026-10-27
NTV Asset Management LLC
7,273$691.2K0.1%GrowthLowCharleston, WV2026-10-23
Elevation Wealth Partners, LLC
6,790$645.3K0.2%ETFLowWalnut Creek, CA2026-10-07
Bucket List Wealth Management, LLC
6,522$619.8K0.3%ETFMediumThe Villages, FL2026-10-22
Lanark Financial, Inc.
6,470$614.9K0.0%CoreMediumBirmingham, AL2026-10-26
Sage Financial Group Inc
6,384$606.7K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Prospera Financial Services Inc
6,353$633.1K0.0%CoreMediumDallas, TX2026-11-04
Covenant Asset Management, LLC
6,347$603.2K0.1%Agg GrowthMediumChester, NJ2026-10-14
Waldron Private Wealth LLC
6,246$593.6K0.0%ETFVery LowBridgeville, PA2026-11-02
Union Bancaire Privee, UBP SA
6,180$594.0K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Krilogy Financial LLC
5,897$571.1K0.0%GrowthLowSt. Louis, MO2026-10-13
Elevation Point Wealth Partners, LLC
5,552$527.7K0.0%CoreHighDenver, CO2026-11-05
Modera Wealth Management, LLC
5,542$526.7K0.0%ETFVery LowWestwood, NJ2026-10-28
Sigma Planning Corp
5,370$510.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Patten & Patten Inc
5,247$498.7K0.0%CoreLowChattanooga, TN2026-10-26
Clear Creek Financial Management, LLC
5,186$492.8K0.0%ETFMediumSilverdale, WA2026-10-28
Infinity Wealth Counsel, LLC
5,110$485.7K0.4%ETFVery LowLoveland, OH2026-10-15
Principle Wealth Partners LLC
5,100$484.7K0.0%CoreVery LowMadison, CT2026-11-02
Sava Infond d.o.o.
5,100$484.7K0.0%Agg GrowthLowMaribor, Andorra2026-10-28
TD Waterhouse Canada Inc.
4,982$470.7K0.0%CoreLowToronto, Australia2026-10-16
Integrated Advisors Network LLC
4,944$469.8K0.0%GrowthMediumDallas, TX2026-10-20
Ballew Advisors, Inc
4,938$468.0K0.2%ETFLowJackson, MS2026-10-05
Partners Wealth Management, LLC
4,734$450.0K0.0%CoreLowCarmel By The Sea, CA2026-10-28
D.A. Davidson & Co.
4,724$449.0K0.0%CoreLowGreat Falls, MT2026-10-28
Sachem Hill LLC
4,595$436.7K0.1%ETFVery LowDenver, CO2026-10-14
Adell Harriman & Carpenter Inc
4,392$417.5K0.0%GrowthVery LowHouston, TX2026-11-02
Valeo Financial Advisors, LLC
4,351$413.5K0.0%ETFLowCarmel, IN2026-10-08
Manchester Capital Management LLC
4,286$407.3K0.1%CoreLowManchester, VT2026-10-22
Ellis Investment Partners, LLC
4,161$395.5K0.1%ETFLowBerwyn, PA2026-10-21
HCR Wealth Advisors
3,989$379.2K0.0%GrowthLowLos Angeles, CA2026-10-15
Trek Financial, LLC
3,905$371.1K0.0%ETFHighScottsdale, AZ2026-10-29
Harbor Investment Advisory, LLC
3,816$362.7K0.0%GrowthLowLutherville, MD2026-10-13
Alhambra Investment Management LLC
3,783$359.5K0.2%CoreLowPalmetto Bay, FL2026-10-15
Lakeshore Capital Group, Inc.
3,590$341.2K0.2%CoreVery LowRolling Meadows, IL2026-10-20
Parallel Advisors, LLC
3,566$338.9K0.0%IndexLowSan Francisco, CA2026-11-03
Choreo, LLC
3,566$338.9K0.0%IndexLowRockford, IL2026-10-28
Ferguson Johnson Wealth Management Inc
3,521$334.6K0.2%ETFVery LowRockville, MD2026-11-05
Cypress Financial Planning LLC
3,467$329.5K0.1%ETFLowHaddon Heights, NJ2026-10-09
OpenArc Corporate Advisory, LLC
3,453$328.2K0.0%GrowthLowAtlanta, GA2026-10-21
Riverbend Wealth Management, LLC
3,381$321.3K0.1%GrowthLowMyrtle Beach, SC2026-10-15
City Holding Co
3,301$313.7K0.0%CoreLowCharleston, WV2026-10-19
Wealth Architects, LLC
3,275$311.3K0.0%ETFVery LowMountain View, CA2026-11-03
Flagstar Securities, Inc
3,267$310.5K0.1%ETFVery LowNew York, NY2026-10-15
Abacus Planning Group, Inc.
3,259$309.7K0.0%ETFLowColumbia, SC2026-11-02
IFG Advisors, LLC
3,098$294.5K0.0%ETFVery LowSt. Louis, MO2026-10-15
Sonata Capital Group Inc
2,972$282.5K0.1%ETFVery LowSeattle, WA2026-10-19
Rockland Trust Co
2,926$278.1K0.0%CoreLowHanover, MA2026-10-05
Wealth Dimensions Group, Ltd.
2,853$271.1K0.0%ETFLowCincinnati, OH2026-11-02
Smith Shellnut Wilson LLC
2,753$261.6K0.1%CoreVery LowRidgeland, MS2026-10-21
Oppenheimer & Co Inc
2,712$257.7K0.0%CoreLowNew York, NY2026-10-26
PKS Advisory Services, LLC
2,628$268.7K0.0%ETFMediumAlbany, NY2026-10-26
Taylor & Morgan Wealth Management, LLC
2,615$248.6K0.1%ETFVery LowTroy, MI2026-10-09
Burke & Herbert Bank & Trust Co
2,605$247.6K0.1%CoreVery LowAlexandria, VA2026-11-02
Platform Technology Partners
2,530$240.5K0.0%CoreVery LowLocust Valley, NY2026-11-02
Integris Wealth Management, LLC
2,527$240.2K0.0%ETFVery LowMonterey, CA2026-10-14
Retirement Planning Group, LLC
2,465$234.3K0.0%ETFVery LowLeawood, KS2026-10-19
Gen-Wealth Partners Inc
2,440$231.9K0.1%CoreLowZeeland, MI2026-11-04
Praxis Capital Management LLC
2,418$229.8K0.4%ETFVery HighHinsdale, IL2026-10-16
LightSquare Wealth Management, LLC
2,417$229.7K0.2%ETFN/ABingham Farms, MI2026-11-03
Delta Capital Management LLC
2,380$2260.0%CoreLowRed Bank, NJ2026-10-16
RDA Financial Network
2,337$222.1K0.0%GrowthMediumAkron, IA2026-10-15
Bear Mountain Capital, Inc.
2,324$226.3K0.1%ETFLowSeattle, WA2026-11-04
Center for Financial Planning, Inc.
2,286$217.3K0.0%ETFLowSouthfied, MI2026-10-26
Graetz Wealth LLC
2,281$216.8K0.2%ETFMediumJenison, MI2026-10-27
BIP Wealth, LLC
2,268$215.6K0.0%ETFMediumAtlanta, GA2026-10-22
Viewpoint Capital Management LLC
2,223$211.3K0.1%CoreVery LowSeattle, WA2026-10-27
Sierra Ocean, LLC
2,214$210.4K0.1%ETFLowRipon, CA2026-11-03
Chicago Partners Investment Group LLC
2,144$211.0K0.0%GARPLowChicago, IL2026-10-27
IFP Advisors, Inc
1,802$171.3K0.0%GrowthLowTampa, FL2026-10-16
Pacifica Partners Inc.
1,570$148.3K0.0%CoreLowSurrey, South Africa2026-10-09
Mather Group, Llc.
1,394$132.5K0.0%ETFMediumChicago, IL2026-10-14
Hughes Financial Services, LLC
1,386$137.9K0.0%ETFLowHerndon, VA2026-10-30
Lodestone Wealth Management LLC
1,339$127.3K0.0%CoreLowSpokane, WA2026-10-14
Acropolis Investment Management, LLC
1,305$124.0K0.0%ETFLowSt. Louis, MO2026-10-08
Barrett & Company, Inc.
924$87.8K0.0%ETFLowProvidence, RI2026-10-22
CoreCap Advisors, LLC
885$84.1K0.0%ETFMediumSouthfield, MI2026-10-08
Physician Wealth Advisors, Inc.
882$83.8K0.0%ETFMediumMidvale, UT2026-10-20
Cassaday & Co Wealth Management LLC
815$77.5K0.0%ETFVery LowMclean, VA2026-10-27
Blue Trust, Inc.
812$77.1K0.0%ETFLowBrentwood, TN2026-10-15
Aspect Partners, LLC
712$67.7K0.0%ETFMediumFairfax, VA2026-10-20
Armor Investment Advisors, LLC
551$52.4K0.0%ETFLowRaleigh, NC2026-10-27
Maryland Capital Advisors Inc.
532$50.6K0.0%ETFVery LowChester, MD2026-10-15
Private Trust Co NA
423$40.2K0.0%CoreLowCleveland, OH2026-10-20
Redwood Park Advisors LLC
412$39.2K0.0%ETFVery LowRedwood City, CA2026-11-02
First United Bank & Trust
314$29.8K0.0%CoreLowOakland, MD2026-10-22
Granite FO LLC
300$28.5K0.0%GARPVery LowGilford, NH2026-10-14
Asset Dedication, LLC
289$27.5K0.0%ETFLowSan Francisco, CA2026-11-03
Signaturefd, LLC
275$26.1K0.0%IndexLowAtlanta, GA2026-10-23
Independence Bank of Kentucky
240$22.8K0.0%GrowthLowOwensboro, KY2026-10-26
Entrust Financial LLC
225$21.4K0.0%ETFLowWayne, PA2026-11-04
Advantage Trust Co
220$20.9K0.0%ETFVery LowSalina, KS2026-10-19
Compass Financial Management LLC
200$19.0K0.0%CoreN/ATampa, FL2026-10-30
Gamma Investing LLC
191$18.2K0.0%IndexVery LowFoster City, CA2026-10-08
Concord Wealth Partners
180$17.1K0.0%GrowthLowAbingdon, VA2026-11-02
Assetmark, Inc
175$16.6K0.0%ETFLowConcord, CA2026-10-21
Frisco Financial Planning LLC
174$16.5K0.0%ETFVery LowFrisco, TX2026-10-05
Parkside Financial Bank & Trust
172$16.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Highline Wealth Partners LLC
171$16.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
Farmers & Merchants Investments Inc
170$16.2K0.0%CoreVery LowLincoln, NE2026-10-22
Cranbrook Wealth Management, LLC
149$14.1K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Elevated Capital Advisors, LLC
138$13.1K0.0%ETFMediumSandy, UT2026-11-04
Eastern Bank
132$12.5K0.0%GrowthMediumBoston, MA2026-10-05
Horizons Wealth Management
129$12.3K0.0%ETFLowAsheville, NC2026-10-05
Rydar Equities, Inc.
125$11.7K0.0%CoreVery LowWeatherford, TX2026-10-13
Creative Financial Designs Inc
123$11.7K0.0%ETFMediumKokomo, IN2026-11-04
EPG Wealth Management LLC
110$10.5K0.0%GrowthLowAtlanta, GA2026-11-03
Mycio Wealth Partners, LLC
109$10.3K0.0%Deep ValueVery LowPhiladelphia, PA2026-11-04
Valley National Advisers Inc
109$10.3K0.0%ETFLowBethlehem, PA2026-10-23
Spire Wealth Management
105$10.0K0.0%GrowthMediumMclean, VA2026-10-30
Avion Wealth
77$70.0%ETFLowThe Woodlands, TX2026-11-04
Glass Jacobson Investment Advisors llc
74$7.0K0.0%ETFLowOwings Mills, MD2026-10-26
Nvwm, LLC
71$6.7K0.0%GrowthMediumYardley, PA2026-10-14
City State Bank
60$5.7K0.0%GrowthVery LowNorwalk, IA2026-10-20
Trust Co
51$4.8K0.0%ETFVery LowManhattan, KS2026-10-09
Investors Research Corp
48$4.6K0.0%ETFLowAtlanta, GA2026-10-07
IMG Wealth Management, Inc.
45$4.2K0.0%ETFMediumJacksonville, FL2026-10-27
Provenance Wealth Advisors, LLC
45$4.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
EverSource Wealth Advisors, LLC
41$3.9K0.0%CoreMediumBirmingham, AL2026-11-04
First Horizon Corp
41$3.9K0.0%CoreLowMemphis, TN2026-10-26
Nova Financial LLC
39$3.7K0.0%N/AN/ATucson, AZ2026-11-04
Mascoma Wealth Management LLC
35$3.3K0.0%ETFVery LowHanover, NH2026-10-23
Next Level Wealth Planning, LLC
32$3.0K0.0%ETFVery LowMeridian, ID2026-10-29
Cape Investment Advisory, Inc.
29$2.8K0.0%ETFLowMcdonough, GA2026-10-13
Bare Financial Services, Inc
28$2.6K0.0%ETFVery LowGap, PA2026-11-04
American Capital Advisory, LLC
25$2.4K0.0%ETFLowKetchum, ID2026-10-28
Root Financial Partners, LLC
25$2.4K0.0%ETFMediumEncinitas, CA2026-10-21
Salomon & Ludwin, LLC
24$2.3K0.0%ETFVery LowRichmond, VA2026-10-29
Armstrong Advisory Group, Inc
24$2.3K0.0%ETFHighNeedham, MA2026-10-09
Pflug Koory, LLC
18$1.7K0.0%CoreVery LowOmaha, NE2026-10-26
Ascentis Independent Advisors
18$1.7K0.0%ETFLowDallas, TX2026-11-03
Latitude Advisors, LLC
15$1.4K0.0%ETFLowYorkville, IL2026-10-27
Woodard & Co Asset Management Group Inc
14$1.3K0.0%ETFMediumBermuda Run, NC2026-11-03
CX Institutional
10$10.0%CoreMediumAuburn, IN2026-10-02
Granite Investment Partners, LLC
10$9500.0%CoreMediumEl Segundo, CA2026-11-04
Country Trust Bank
7$6650.0%GrowthLowBloomington, IL2026-10-30
Prudent Man Investment Management, Inc.
1$1000.0%ETFVery LowLouisville, CO2026-11-03