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Ishares U.S. Healthcare ETF (IYH)

CUSIP: 464287762 | NYSE | 1480 institutional holders

Quarters

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

AIA Group Ltd3,653,560
3.2% of portfolio›$261.4M
Oakworth Capital, Inc.609,904
2.1% of portfolio›$43.6M
Kestra Advisory Services, LLC430,280
0.1% of portfolio›$30.8M
Commonwealth Equity Services, LLC289,266
0.0% of portfolio›$20.7M
Horizon Wealth Management, LLC221,882
2.0% of portfolio›$15.9M
Park Avenue Securities LLC181,444
0.0% of portfolio›$13.0K
Concurrent Investment Advisors, LLC177,034
0.1% of portfolio›$12.7M
Three Seasons Wealth, LLC158,008
1.0% of portfolio›$11.3M
Consolidated Capital Management, LLC157,386
3.1% of portfolio›$11.3M
Arkansas Financial Group, Inc.156,284
1.5% of portfolio›$11.2M
Ninety One SA (PTY) Ltd152,155
0.6% of portfolio›$11.0M
SP Asset Management LLC102,463
0.6% of portfolio›$7.3M
True Private Wealth Advisors100,286
0.6% of portfolio›$7.2M
First Citizens Financial Corp92,342
2.8% of portfolio›$6.6M
Gerald Baker Financial Group LLC80,522
1.6% of portfolio›$5.8M
Cambridge Investment Research Advisors, Inc.76,206
0.0% of portfolio›$5.5K
Capital Investment Advisors, LLC67,113
0.1% of portfolio›$4.8M
Lighthouse Financial LLC64,026
2.1% of portfolio›$4.6M
Wealth Enhancement Advisory Services, LLC61,005
0.0% of portfolio›$4.3M
Forte Asset Management LLC59,479
1.7% of portfolio›$4.3M
Truist Financial Corp55,217
0.0% of portfolio›$4.0M
Sowa Financial Group, Inc.50,640
0.0% of portfolio›$3.6K
Creative Planning46,999
0.0% of portfolio›$3.4M
Rainey & Randall Wealth Advisors Inc.46,830
0.5% of portfolio›$3.4M
Mine & Arao Wealth Creation & Management, Llc.46,157
1.2% of portfolio›$3.3M
Indivisible Partners41,395
0.1% of portfolio›$3.0M
Laurel Wealth Advisors LLC35,985
0.2% of portfolio›$2.6M
Castle Rock Wealth Management, LLC34,277
0.5% of portfolio›$2.4M
Essex LLC32,714
0.4% of portfolio›$2.3M
Independent Financial Group, LLC32,388
0.0% of portfolio›$2.3M
NWF Advisory Services Inc.32,299
0.2% of portfolio›$2.3M
Quest 10 Wealth Builders, Inc.31,660
1.7% of portfolio›$2.2M
MGO One Seven LLC29,840
0.0% of portfolio›$2.1M
Fifth Third Securities, Inc.28,916
0.1% of portfolio›$2.1M
AUA Capital Management, LLC28,648
1.0% of portfolio›$2.1M
Simplicity Wealth,LLC27,330
0.1% of portfolio›$2.0M
Corrado Advisors, LLC27,190
1.0% of portfolio›$1.9M
Davenport & Co LLC25,742
0.0% of portfolio›$1.8M
TD Waterhouse Canada Inc.25,082
0.0% of portfolio›$1.8M
PW Nova Financial Services LLC24,143
0.4% of portfolio›$1.7M
Merkkuri Wealth Advisors LLC23,373
1.0% of portfolio›$1.7M
Kestra Private Wealth Services, LLC23,093
0.0% of portfolio›$1.7M
Lido Advisors, LLC21,685
0.0% of portfolio›$1.6M
Kennicott Capital Management LLC20,910
0.7% of portfolio›$1.5M
Citizens Financial Group Inc20,765
0.0% of portfolio›$1.5M
Prospera Financial Services Inc20,655
0.0% of portfolio›$1.6M
Sigma Planning Corp20,223
0.0% of portfolio›$1.4M
Climber Capital SA19,444
0.6% of portfolio›$956.3K
Banque Pictet & CIE SA19,088
0.0% of portfolio›$1.4M
Lakeshore Capital Group, Inc.18,898
0.9% of portfolio›$1.4M
Pinnacle Associates LTD17,392
0.0% of portfolio›$1.2M
Choreo, LLC17,180
0.0% of portfolio›$1.2M
Apella Capital, LLC17,096
0.0% of portfolio›$1.2M
Virtue Capital Management, LLC16,782
0.2% of portfolio›$1.2M
Asset One Wealth Management LLC16,380
0.1% of portfolio›$1.2M
KMG Fiduciary Partners, LLC16,255
0.1% of portfolio›$1.2M
My Personal CFO, LLC16,000
0.4% of portfolio›$1.1M
Silvia Mccoll Wealth Management, LLC15,800
0.7% of portfolio›$1.1M
VestGen Advisors, LLC15,238
0.0% of portfolio›$1.1M
Worth Financial Advisory Group, LLC15,105
0.4% of portfolio›$1.1M
Sovran Advisors, LLC15,078
0.1% of portfolio›$1.2M
Allen Investment Management, LLC15,039
0.0% of portfolio›$1.1M
Glass Jacobson Investment Advisors llc14,783
0.3% of portfolio›$1.1M
Glenview Trust Co13,899
0.0% of portfolio›$994.6K
Bond & Devick Financial Network, Inc.13,830
0.2% of portfolio›$989.7K
Tritonpoint Wealth, LLC13,625
0.1% of portfolio›$975.0K
Royal Fund Management, LLC13,621
0.1% of portfolio›$974.7K
Claro Advisors Inc.13,517
0.1% of portfolio›$967.3K
IFP Advisors, Inc13,503
0.0% of portfolio›$966.3K
High Point Wealth Management, LLC13,447
0.8% of portfolio›$962.3K
Focused Alpha, LLC13,166
0.2% of portfolio›$942.2K
Sowell Financial Services LLC12,568
0.0% of portfolio›$899.4K
Commonwealth Financial Services, LLC12,485
0.2% of portfolio›$893.4K
Laurel OAK Wealth Management, LLC12,471
0.1% of portfolio›$892.4K
Axxcess Wealth Management, LLC11,253
0.0% of portfolio›$805.3K
Wesbanco Bank Inc11,252
0.0% of portfolio›$805.2K
Asempa Wealth Advisors11,028
0.6% of portfolio›$776.4K
Compass Financial Management LLC10,910
0.1% of portfolio›$780.7K
GFS Advisors, LLC10,500
0.1% of portfolio›$751.0K
Oppenheimer & Co Inc10,040
0.0% of portfolio›$718.5K
American State Bank (Iowa)9,915
0.3% of portfolio›$709.5K
Carnegie Investment Counsel9,455
0.0% of portfolio›$676.6K
Central Valley Advisors, LLC9,364
0.2% of portfolio›$670.1K
Ferguson Wellman Capital Management, Inc9,320
0.0% of portfolio›$666.9K
Patriot Investment Management Group, Inc.9,316
0.0% of portfolio›$666.7K
Daymark Wealth Partners, LLC9,233
0.0% of portfolio›$660.7K
First Citizens Bank & Trust Co9,175
0.0% of portfolio›$656.6K
Acropolis Investment Management, LLC9,060
0.0% of portfolio›$648.3K
Prime Capital Investment Advisors, LLC8,609
0.0% of portfolio›$616.0K
Apollon Wealth Management, LLC8,442
0.0% of portfolio›$604.1K
Retirement Planning Group, LLC8,432
0.0% of portfolio›$603.4K
Farther Finance Advisors, LLC8,242
0.0% of portfolio›$589.8K
Signature Estate & Investment Advisors LLC8,110
0.0% of portfolio›$580.3K
Finley Financial, LLC8,025
0.2% of portfolio›$565.0K
Sage Capital Management, LLC7,788
0.2% of portfolio›$557.3K
Harbor Investment Advisory, LLC7,700
0.0% of portfolio›$551.0K
Procyon Advisors, LLC7,466
0.0% of portfolio›$534.3K
Archer Investment Corp7,371
0.1% of portfolio›$527.5K
Perigon Wealth Management, LLC7,084
0.0% of portfolio›$506.9K
Alterna Wealth Management, Inc7,055
0.3% of portfolio›$504.9K
MRA Advisory Group6,939
0.2% of portfolio›$496.6K
Weaver Consulting Group6,838
0.1% of portfolio›$489.3K
SAX Wealth Advisors, LLC6,804
0.0% of portfolio›$486.9K
Manchester Capital Management LLC6,665
0.1% of portfolio›$476.9K
Kelsey Financial, LLC6,500
0.4% of portfolio›$465.1K
TSG Advice Partners, LLC6,472
0.1% of portfolio›$433.7K
Armor Investment Advisors, LLC6,464
0.2% of portfolio›$462.6K
North Star Investment Management Corp.6,105
0.0% of portfolio›$436.9K
Millennium Capital Advisors, LLC6,100
0.2% of portfolio›$436.5K
Visionary Wealth Advisors5,932
0.0% of portfolio›$424.5K
Summit Wealth Group LLC / Co5,889
0.0% of portfolio›$421.4K
Meridian Wealth Management, LLC5,788
0.0% of portfolio›$414.2K
Parallel Advisors, LLC5,780
0.0% of portfolio›$413.6K
Evergreen Capital Management LLC5,652
0.0% of portfolio›$404.5K
Sierra Summit Advisors LLC5,639
0.0% of portfolio›$403.5K
Badgley Phelps Wealth Managers, LLC5,526
0.0% of portfolio›$395.4K
Forvis Mazars Wealth Advisors, LLC5,500
0.0% of portfolio›$393.6K
Colorado Capital Management, Inc.5,455
0.0% of portfolio›$390
Principle Wealth Partners LLC5,435
0.0% of portfolio›$388.9K
First United Bank & Trust5,432
0.1% of portfolio›$388.7K
August Group Capital Ltd5,429
0.4% of portfolio›$388.5K
TPG Advisors LLC5,375
0.2% of portfolio›$384.6K
Ignite Planners, LLC5,219
0.0% of portfolio›$373.4K
Global Assets Advisory, LLC5,163
0.1% of portfolio›$365.4K
Smith Chas P & Associates PA Cpas5,154
0.0% of portfolio›$382.5K
Bailard, Inc.5,150
0.0% of portfolio›$368.5K
Arbor Investment Advisors, LLC5,142
0.0% of portfolio›$368.0K
Whitener Capital Management, Inc.5,111
0.1% of portfolio›$365.7K
HB Wealth Management, LLC5,074
0.0% of portfolio›$363.1K
Congress Asset Management Co5,068
0.0% of portfolio›$362.7K
Larson Financial Group LLC5,064
0.0% of portfolio›$362.4K
Burton Enright Welch5,000
0.0% of portfolio›$357.8K
Roof Eidam Maycock Peralta, LLC5,000
0.1% of portfolio›$357.8K
BFI Infinity Ltd.4,913
0.2% of portfolio›$353.6K
Graves Light Lenhart Wealth, Inc.4,879
0.0% of portfolio›$349.1K
Chicago Partners Investment Group LLC4,844
0.0% of portfolio›$365.2K
Midwest Trust Co4,825
0.0% of portfolio›$345.3K
Courier Capital LLC4,811
0.0% of portfolio›$344.3K
Continuum Wealth Advisors, LLC4,782
0.1% of portfolio›$342.2K
Focus Financial Network, Inc.4,767
0.0% of portfolio›$341.1K
Vise Technologies, Inc.4,765
0.0% of portfolio›$341.0K
Mesirow Financial Investment Management, Inc.4,693
0.0% of portfolio›$335.8K
Redwood Financial Network Corp4,617
0.2% of portfolio›$330.4K
Lazari Capital Management, Inc.4,604
0.1% of portfolio›$329.5K
CoreCap Advisors, LLC4,595
0.0% of portfolio›$328.8K
Christensen, King & Associates Investment Services, Inc.4,585
0.1% of portfolio›$328.1K
Milestones Private Investment Advisors LLC4,474
0.3% of portfolio›$320.2K
Stronghold Wealth Management L.L.C.4,466
0.4% of portfolio›$319.6K
LJI Wealth Management, LLC4,454
0.0% of portfolio›$318.7K
D.A. Davidson & Co.4,429
0.0% of portfolio›$317.0K
Sharper & Granite LLC4,375
0.1% of portfolio›$269.7K
Legacy Advisors, LLC4,250
0.0% of portfolio›$304.1K
Capital Investment Advisory Services, LLC4,244
0.0% of portfolio›$303.7K
Key Client Fiduciary Advisors, LLC4,235
0.1% of portfolio›$303.0K
Certuity, LLC4,215
0.0% of portfolio›$301.6K
First Merchants Corp4,169
0.0% of portfolio›$298.3K
Sunburst Financial Group, LLC4,037
0.0% of portfolio›$288.9K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors4,020
0.0% of portfolio›$287.7K
Modera Wealth Management, LLC4,018
0.0% of portfolio›$287.5K
Creative Financial Designs Inc4,016
0.0% of portfolio›$287.4K
Karnit Road Accident Victims Compensation Fund4,000
0.2% of portfolio›$286.2K
Sonata Capital Group Inc4,000
0.1% of portfolio›$286.2K
Elevation Point Wealth Partners, LLC3,922
0.0% of portfolio›$280.7K
Strategic Advocates LLC3,874
1.1% of portfolio›$277.2K
Joseph P. Lucia & Associates, LLC3,870
0.1% of portfolio›$276.9K
Brookstone Capital Management3,838
0.0% of portfolio›$274.7K
JFS Wealth Advisors, LLC3,815
0.0% of portfolio›$273.0K
Harbour Trust & Investment Management Co3,750
0.0% of portfolio›$268.4K
Narwhal Capital Management3,750
0.0% of portfolio›$268.4K
Atlas Brown,Inc.3,749
0.1% of portfolio›$268.3K
AlphaCore Capital LLC3,684
0.0% of portfolio›$263.7K
Kaydan Wealth Management, Inc.3,681
0.1% of portfolio›$263.4K
True Freedom Investing, LLC3,654
0.0% of portfolio›$261.5K
Argyle Capital Partners, LLC3,653
0.2% of portfolio›$261.4K
Patten & Patten Inc3,650
0.0% of portfolio›$261.2K
KCM Investment Advisors LLC3,650
0.0% of portfolio›$261.2K
Csenge Advisory Group3,602
0.0% of portfolio›$257.8K
Rhodes Investment Advisors Inc3,525
0.2% of portfolio›$252.2K
International Assets Investment Management, LLC3,504
0.0% of portfolio›$246.7K
Guidance Point Advisors, LLC3,466
0.1% of portfolio›$248.1K
Winter & Associates, Inc.3,418
0.2% of portfolio›$258.1K
First Heartland Consultants, Inc.3,376
0.0% of portfolio›$241.6K
Plante Moran Financial Advisors, LLC3,335
0.0% of portfolio›$238.7K
Blackston Financial Advisory Group, LLC3,311
0.1% of portfolio›$236.9K
Apollon Financial, LLC3,310
0.0% of portfolio›$236.9K
StoneX Group Inc.3,305
0.0% of portfolio›$236.5K
Pinnacle Wealth Management Advisory Group, LLC3,292
0.0% of portfolio›$235.6K
Cornerstone Wealth Management, LLC3,288
0.0% of portfolio›$235.3K
Keystone Wealth Services, LLC3,260
0.0% of portfolio›$236.1K
Sanchez Gaunt Capital Management, LLC3,260
0.1% of portfolio›$233.3K
GEM Asset Management, LLC3,253
0.1% of portfolio›$232.8K
Diversify Wealth Management, LLC3,246
0.0% of portfolio›$241.8K
Diversify Advisory Services, LLC3,246
0.0% of portfolio›$241.8K
Samalin Investment Counsel, LLC3,231
0.1% of portfolio›$231.2K
Valeo Financial Advisors, LLC3,091
0.0% of portfolio›$221.2K
Capital Squared Financial LLC3,063
0.1% of portfolio›$219.2K
Cdkv Holdings LLC3,028
0.2% of portfolio›$216.7K
Promethium Advisors,llc3,000
0.1% of portfolio›$214.7K
Financial Management Network Inc3,000
0.0% of portfolio›$211.2K
Cadent Capital Advisors, LLC3,000
0.0% of portfolio›$214.7K
Fifth Third Wealth Advisors LLC2,896
0.0% of portfolio›$207.2K
Websterrogers Financial Advisors, LLC2,863
0.1% of portfolio›$204.9K
Partners Wealth Management, LLC2,858
0.0% of portfolio›$204.5K
Retirement Planning Co of New England, Inc.2,856
0.1% of portfolio›$204.3K
Almanack Investment Partners, Llc.2,855
0.0% of portfolio›$204.3K
Center for Wealth Management Advisory2,820
0.1% of portfolio›$201.8K
Caldwell Trust Co2,720
0.0% of portfolio›$194.6K
Spire Wealth Management2,629
0.0% of portfolio›$188.1K
Atlantic Edge Private Wealth Management, LLC2,375
0.0% of portfolio›$170.0K
Sage Mountain Advisors LLC2,300
0.0% of portfolio›$164.6K
BigSur Wealth Management LLC2,000
0.0% of portfolio›$143.1K
Accordant Advisory Group Inc1,940
0.1% of portfolio›$138.8K
Key FInancial Inc1,869
0.0% of portfolio›$133.8K
MTM Investment Management, LLC1,625
0.0% of portfolio›$116.3K
Wilmington Savings Fund Society, FSB1,580
0.0% of portfolio›$113.1K
Assetmark, Inc1,481
0.0% of portfolio›$106.0K
Signaturefd, LLC1,379
0.0% of portfolio›$98.7K
Pension & Wealth Management Advisors, Inc.1,350
0.0% of portfolio›$96.6K
Lanark Financial, Inc.1,282
0.0% of portfolio›$91.7K
Dhjj Financial Advisors, Ltd.1,250
0.0% of portfolio›$89.5K
Transce3nd, LLC1,187
0.1% of portfolio›$89.3K
Nfsg Corp1,100
0.0% of portfolio›$78.7K
Triumph Capital Management1,000
0.0% of portfolio›$71.6K
Realta Investment Advisors1,000
0.0% of portfolio›$71.6K
Davis Capital Management985
0.0% of portfolio›$70.5K
Allspring Global Investments Holdings, LLC880
0.0% of portfolio›$62.0K
Private Trust Co NA871
0.0% of portfolio›$62.3K
First Horizon Corp870
0.0% of portfolio›$62.3K
KFG LLC850
0.0% of portfolio›$60.8K
Ashton Thomas Private Wealth, LLC820
0.0% of portfolio›$58.7K
Entrust Financial LLC773
0.0% of portfolio›$55.3K
Flagship Wealth Advisors, LLC750
0.0% of portfolio›$53.7K
Signature Equity Partners, LLC724
0.0% of portfolio›$51.8K
Duncker Streett & Co Inc658
0.0% of portfolio›$47.1K
Westside Investment Management, Inc.600
0.0% of portfolio›$42.9K
Community Financial Services Group, LLC595
0.0% of portfolio›$41.9K
Hazlett, Burt & Watson, Inc.585
0.0% of portfolio›$42.0K
Compass Wealth Management LLC575
0.0% of portfolio›$41.1K
Evermay Wealth Management LLC560
0.0% of portfolio›$40.1K
Old Second National Bank of Aurora545
0.0% of portfolio›$39.0K
Financial Perspectives, Inc529
0.0% of portfolio›$37.9K
Murphy & Mullick Capital Management Corp520
0.0% of portfolio›$37.2K
Cape Investment Advisory, Inc.511
0.0% of portfolio›$36.6K
Montag A & Associates Inc500
0.0% of portfolio›$35.8K
RMG Wealth Management LLC500
0.0% of portfolio›$38.0K
Beutel, Goodman & Co Ltd.460
0.0% of portfolio›$32
Mather Group, Llc.455
0.0% of portfolio›$32.6K
Hilltop National Bank425
0.0% of portfolio›$30.4K
EverSource Wealth Advisors, LLC387
0.0% of portfolio›$27.7K
Cherry Tree Wealth Management, LLC375
0.0% of portfolio›$26.8K
Fairscale Capital, LLC339
0.0% of portfolio›$26.4K
GGM Financial LLC322
0.0% of portfolio›$23.1K
Country Trust Bank315
0.0% of portfolio›$22.5K
North Point Portfolio Managers Corp300
0.0% of portfolio›$21.5K
Arlington Trust Co LLC280
0.0% of portfolio›$20.0K
Independence Bank of Kentucky270
0.0% of portfolio›$19.3K
Hartford Financial Management Inc.255
0.0% of portfolio›$18.3K
BankChampaign, National Association252
0.0% of portfolio›$18.0K
CX Institutional240
0.0% of portfolio›$17
Tompkins Financial Corp220
0.0% of portfolio›$15.7K
Rydar Equities, Inc.182
0.0% of portfolio›$13.0K
Nova Financial LLC177
0.0% of portfolio›$12.7K
Blue Trust, Inc.175
0.0% of portfolio›$12.5K
Pacifica Partners Inc.160
0.0% of portfolio›$11.3K
Rossby Financial, LCC150
0.0% of portfolio›$10.7K
Marshall & Sterling Wealth Advisors Inc.142
0.0% of portfolio›$10.2K
Balance Wealth Partners LLC132
0.0% of portfolio›$9.4K
Physician Wealth Advisors, Inc.115
0.0% of portfolio›$8.2K
Asset Dedication, LLC115
0.0% of portfolio›$8.2K
DiNuzzo Private Wealth, Inc.100
0.0% of portfolio›$7.2K
Register Financial Advisors LLC100
0.0% of portfolio›$7.2K
Richards, Merrill & Peterson, Inc.77
0.0% of portfolio›$5.5K
EPG Wealth Management LLC75
0.0% of portfolio›$5.4K
Latitude Advisors, LLC50
0.0% of portfolio›$3.6K
Golden State Wealth Management, LLC48
0.0% of portfolio›$3.5K
SYM Financial Corp25
0.0% of portfolio›$1.8K
Viewpoint Capital Management LLC20
0.0% of portfolio›$1.4K
Signature Resources Capital Management, LLC18
0.0% of portfolio›$1.3K
Citigroup Inc14
0.0% of portfolio›$1.0K
Markowski Investments12
0.0% of portfolio›$869
Retirement Wealth Solutions LLC1
0.0% of portfolio›$97
StyleTurnoverLocationFiled
AIA Group Ltd
3,653,560$261.4M3.2%GrowthMediumHong Kong, South Korea2026-10-30
Oakworth Capital, Inc.
609,904$43.6M2.1%ETFLowBirmingham, AL2026-10-26
Kestra Advisory Services, LLC
430,280$30.8M0.1%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
289,266$20.7M0.0%ETFLowWaltham, MA2026-11-02
Horizon Wealth Management, LLC
221,882$15.9M2.0%ETFVery HighLa Grange, IL2026-11-02
Park Avenue Securities LLC
181,444$13.0K0.0%ETFMediumNew York, NY2026-10-26
Concurrent Investment Advisors, LLC
177,034$12.7M0.1%GrowthMediumTampa, FL2026-10-16
Three Seasons Wealth, LLC
158,008$11.3M1.0%GrowthMediumSalt Lake City, UT2026-11-03
Consolidated Capital Management, LLC
157,386$11.3M3.1%GrowthHighBurbank, CA2026-10-13
Arkansas Financial Group, Inc.
156,284$11.2M1.5%ETFVery LowLittle Rock, AR2026-10-26
Ninety One SA (PTY) Ltd
152,155$11.0M0.6%YieldMediumCape Town, Thailand2026-10-15
SP Asset Management LLC
102,463$7.3M0.6%CoreVery LowCupertino, CA2026-11-05
True Private Wealth Advisors
100,286$7.2M0.6%ETFMediumSalem, OR2026-10-19
First Citizens Financial Corp
92,342$6.6M2.8%ETFLowMason City, IA2026-10-02
Gerald Baker Financial Group LLC
80,522$5.8M1.6%GARPLowArlington, TX2026-10-09
Cambridge Investment Research Advisors, Inc.
76,206$5.5K0.0%ETFLowFairfield, IA2026-11-02
Capital Investment Advisors, LLC
67,113$4.8M0.1%CoreLowAtlanta, GA2026-10-22
Lighthouse Financial LLC
64,026$4.6M2.1%Agg GrowthLowLargo, FL2026-10-23
Wealth Enhancement Advisory Services, LLC
61,005$4.3M0.0%CoreLowPlymouth, MN2026-10-13
Forte Asset Management LLC
59,479$4.3M1.7%ETFLowBedford, NY2026-10-13
Truist Financial Corp
55,217$4.0M0.0%CoreLowCharlotte, NC2026-10-30
Sowa Financial Group, Inc.
50,640$3.6K0.0%ETFLowLincoln, RI2026-10-26
Creative Planning
46,999$3.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Rainey & Randall Wealth Advisors Inc.
46,830$3.4M0.5%ETFVery LowCelebration, FL2026-10-26
Mine & Arao Wealth Creation & Management, Llc.
46,157$3.3M1.2%GrowthVery LowCampbell, CA2026-10-29
Indivisible Partners
41,395$3.0M0.1%GrowthMediumClearwater, FL2026-10-26
Laurel Wealth Advisors LLC
35,985$2.6M0.2%CoreVery LowCharlotte, NC2026-10-27
Castle Rock Wealth Management, LLC
34,277$2.4M0.5%GrowthMediumWalnut Creek, CA2026-10-09
Essex LLC
32,714$2.3M0.4%ETFLowDeer Park, IL2026-10-14
Independent Financial Group, LLC
32,388$2.3M0.0%GrowthLowSan Diego, CA2026-10-13
NWF Advisory Services Inc.
32,299$2.3M0.2%GARPLowLos Angeles, CA2026-10-19
Quest 10 Wealth Builders, Inc.
31,660$2.2M1.7%ETFLowFuquay-Varina, VA2026-11-02
MGO One Seven LLC
29,840$2.1M0.0%GrowthLowBeachwood, OH2026-10-28
Fifth Third Securities, Inc.
28,916$2.1M0.1%ETFLowCincinnati, OH2026-10-21
AUA Capital Management, LLC
28,648$2.1M1.0%ETFVery LowMechanicsburg, PA2026-10-15
Simplicity Wealth,LLC
27,330$2.0M0.1%ETFLowSummit, NJ2026-10-23
Corrado Advisors, LLC
27,190$1.9M1.0%CoreMediumRamsey, NJ2026-10-27
Davenport & Co LLC
25,742$1.8M0.0%CoreMediumRichmond, VA2026-10-14
TD Waterhouse Canada Inc.
25,082$1.8M0.0%CoreLowToronto, Australia2026-10-16
PW Nova Financial Services LLC
24,143$1.7M0.4%ETFLowNewtown, PA2026-10-15
Merkkuri Wealth Advisors LLC
23,373$1.7M1.0%ETFMediumHicksville, NY2026-11-03
Kestra Private Wealth Services, LLC
23,093$1.7M0.0%GrowthLowAustin, TX2026-10-30
Lido Advisors, LLC
21,685$1.6M0.0%GrowthLowLos Angeles, CA2026-11-04
Kennicott Capital Management LLC
20,910$1.5M0.7%ETFVery LowLarkspur, CA2026-10-16
Citizens Financial Group Inc
20,765$1.5M0.0%GrowthLowProvidence, RI2026-10-23
Prospera Financial Services Inc
20,655$1.6M0.0%CoreMediumDallas, TX2026-11-04
Sigma Planning Corp
20,223$1.4M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Climber Capital SA
19,444$956.3K0.6%ETFLowNyon, Switzerland2026-10-20
Banque Pictet & CIE SA
19,088$1.4M0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Lakeshore Capital Group, Inc.
18,898$1.4M0.9%CoreVery LowRolling Meadows, IL2026-10-20
Pinnacle Associates LTD
17,392$1.2M0.0%CoreLowNew York, NY2026-10-20
Choreo, LLC
17,180$1.2M0.0%IndexLowRockford, IL2026-10-28
Apella Capital, LLC
17,096$1.2M0.0%ETFVery LowWest Hartford, CT2026-10-08
Virtue Capital Management, LLC
16,782$1.2M0.2%GrowthHighBrentwood, TN2026-10-29
Asset One Wealth Management LLC
16,380$1.2M0.1%GrowthLowBellevue, WA2026-11-02
KMG Fiduciary Partners, LLC
16,255$1.2M0.1%GrowthLowToledo, OH2026-10-14
My Personal CFO, LLC
16,000$1.1M0.4%ETFHighVancouver, WA2026-10-14
Silvia Mccoll Wealth Management, LLC
15,800$1.1M0.7%CoreVery LowSan Diego, CA2026-10-07
VestGen Advisors, LLC
15,238$1.1M0.0%GrowthMediumChicago, IL2026-10-27
Worth Financial Advisory Group, LLC
15,105$1.1M0.4%GrowthVery LowCharlotte, NC2026-10-19
Sovran Advisors, LLC
15,078$1.2M0.1%ETFMediumSan Diego, CA2026-11-02
Allen Investment Management, LLC
15,039$1.1M0.0%MomentumMediumNew York, NY2026-11-03
Glass Jacobson Investment Advisors llc
14,783$1.1M0.3%ETFLowOwings Mills, MD2026-10-26
Glenview Trust Co
13,899$994.6K0.0%GrowthVery LowLouisville, KY2026-10-28
Bond & Devick Financial Network, Inc.
13,830$989.7K0.2%ETFVery LowSt. Louis Park, MN2026-10-23
Tritonpoint Wealth, LLC
13,625$975.0K0.1%CoreLowChevy Chase, MD2026-10-19
Royal Fund Management, LLC
13,621$974.7K0.1%GrowthMediumLady Lake, FL2026-10-22
Claro Advisors Inc.
13,517$967.3K0.1%CoreLowBoston, MA2026-11-02
IFP Advisors, Inc
13,503$966.3K0.0%GrowthLowTampa, FL2026-10-16
High Point Wealth Management, LLC
13,447$962.3K0.8%ETFLowChester, NJ2026-11-05
Focused Alpha, LLC
13,166$942.2K0.2%CoreMediumDenver, CO2026-10-20
Sowell Financial Services LLC
12,568$899.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
Commonwealth Financial Services, LLC
12,485$893.4K0.2%ETFMediumVienna, WV2026-10-20
Laurel OAK Wealth Management, LLC
12,471$892.4K0.1%GrowthLowMarlton, NJ2026-10-19
Axxcess Wealth Management, LLC
11,253$805.3K0.0%CoreLowCarlsbad, CA2026-10-21
Wesbanco Bank Inc
11,252$805.2K0.0%CoreLowWheeling, WV2026-11-04
Asempa Wealth Advisors
11,028$776.4K0.6%ETFLowBaton Rouge, LA2026-10-07
Compass Financial Management LLC
10,910$780.7K0.1%CoreN/ATampa, FL2026-10-30
GFS Advisors, LLC
10,500$751.0K0.1%CoreLowHouston, TX2026-11-03
Oppenheimer & Co Inc
10,040$718.5K0.0%CoreLowNew York, NY2026-10-26
American State Bank (Iowa)
9,915$709.5K0.3%GrowthVery LowSioux Center, IA2026-11-03
Carnegie Investment Counsel
9,455$676.6K0.0%CoreLowPepper Pike, OH2026-10-20
Central Valley Advisors, LLC
9,364$670.1K0.2%CoreLowSacramento, CA2026-10-27
Ferguson Wellman Capital Management, Inc
9,320$666.9K0.0%CoreLowPortland, OR2026-10-05
Patriot Investment Management Group, Inc.
9,316$666.7K0.0%ETFVery LowKnoxville, TN2026-10-15
Daymark Wealth Partners, LLC
9,233$660.7K0.0%CoreLowCincinnati, OH2026-11-04
First Citizens Bank & Trust Co
9,175$656.6K0.0%CoreMediumRaleigh, NC2026-10-14
Acropolis Investment Management, LLC
9,060$648.3K0.0%ETFLowSt. Louis, MO2026-10-08
Prime Capital Investment Advisors, LLC
8,609$616.0K0.0%ETFLowOverland Park, KS2026-10-20
Apollon Wealth Management, LLC
8,442$604.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Retirement Planning Group, LLC
8,432$603.4K0.0%ETFVery LowLeawood, KS2026-10-19
Farther Finance Advisors, LLC
8,242$589.8K0.0%IndexLowSan Francisco, CA2026-10-08
Signature Estate & Investment Advisors LLC
8,110$580.3K0.0%ETFMediumLos Angeles, CA2026-10-13
Finley Financial, LLC
8,025$565.0K0.2%ETFVery LowLas Vegas, NV2026-10-28
Sage Capital Management, LLC
7,788$557.3K0.2%ETFLowStockton, NJ2026-10-20
Harbor Investment Advisory, LLC
7,700$551.0K0.0%GrowthLowLutherville, MD2026-10-13
Procyon Advisors, LLC
7,466$534.3K0.0%CoreVery LowShelton, CT2026-10-21
Archer Investment Corp
7,371$527.5K0.1%CoreMediumCarmel, IN2026-11-05
Perigon Wealth Management, LLC
7,084$506.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Alterna Wealth Management, Inc
7,055$504.9K0.3%ETFMediumHouston, TX2026-10-27
MRA Advisory Group
6,939$496.6K0.2%ETFMediumParsippany, NJ2026-10-07
Weaver Consulting Group
6,838$489.3K0.1%ETFLowHuntington Beach, CA2026-10-07
SAX Wealth Advisors, LLC
6,804$486.9K0.0%ETFVery LowParsippany, NJ2026-10-13
Manchester Capital Management LLC
6,665$476.9K0.1%CoreLowManchester, VT2026-10-22
Kelsey Financial, LLC
6,500$465.1K0.4%ETFLowMoorpark, CA2026-10-28
TSG Advice Partners, LLC
6,472$433.7K0.1%ETFN/AColumbus, OH2026-10-29
Armor Investment Advisors, LLC
6,464$462.6K0.2%ETFLowRaleigh, NC2026-10-27
North Star Investment Management Corp.
6,105$436.9K0.0%CoreLowChicago, IL2026-10-27
Millennium Capital Advisors, LLC
6,100$436.5K0.2%GrowthLowLittle Rock, AR2026-10-16
Visionary Wealth Advisors
5,932$424.5K0.0%ETFLowO'Fallon, IL2026-11-04
Summit Wealth Group LLC / Co
5,889$421.4K0.0%ETFHighColorado Springs, CO2026-10-29
Meridian Wealth Management, LLC
5,788$414.2K0.0%GrowthLowLexington, KY2026-11-05
Parallel Advisors, LLC
5,780$413.6K0.0%IndexLowSan Francisco, CA2026-11-03
Evergreen Capital Management LLC
5,652$404.5K0.0%GARPMediumBellevue, WA2026-10-23
Sierra Summit Advisors LLC
5,639$403.5K0.0%Agg GrowthHighIncline Village, NV2026-10-28
Badgley Phelps Wealth Managers, LLC
5,526$395.4K0.0%GrowthVery LowSeattle, WA2026-10-22
Forvis Mazars Wealth Advisors, LLC
5,500$393.6K0.0%ETFVery LowSpringfield, MO2026-10-13
Colorado Capital Management, Inc.
5,455$3900.0%ETFVery LowBoulder, CO2026-10-15
Principle Wealth Partners LLC
5,435$388.9K0.0%CoreVery LowMadison, CT2026-11-02
First United Bank & Trust
5,432$388.7K0.1%CoreLowOakland, MD2026-10-22
August Group Capital Ltd
5,429$388.5K0.4%GrowthMediumToronto, Australia2026-10-14
TPG Advisors LLC
5,375$384.6K0.2%ETFVery LowNorthfield, IL2026-10-16
Ignite Planners, LLC
5,219$373.4K0.0%CoreLowSan Clemente, CA2026-10-14
Global Assets Advisory, LLC
5,163$365.4K0.1%GrowthHighOrlando, FL2026-10-28
Smith Chas P & Associates PA Cpas
5,154$382.5K0.0%CoreVery LowLakeland, FL2026-10-22
Bailard, Inc.
5,150$368.5K0.0%GrowthMediumFoster City, CA2026-10-13
Arbor Investment Advisors, LLC
5,142$368.0K0.0%ETFVery LowWinston Salem, NC2026-10-26
Whitener Capital Management, Inc.
5,111$365.7K0.1%CoreVery LowRocky Mount, NC2026-10-15
HB Wealth Management, LLC
5,074$363.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Congress Asset Management Co
5,068$362.7K0.0%GrowthMediumBoston, MA2026-10-06
Larson Financial Group LLC
5,064$362.4K0.0%GrowthLowSt Louis, MO2026-11-05
Burton Enright Welch
5,000$357.8K0.0%ETFVery LowWalnut Creek, CA2026-11-04
Roof Eidam Maycock Peralta, LLC
5,000$357.8K0.1%ETFVery LowSan Francisco, CA2026-10-15
BFI Infinity Ltd.
4,913$353.6K0.2%ETFHighZurich, Switzerland2026-10-16
Graves Light Lenhart Wealth, Inc.
4,879$349.1K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Chicago Partners Investment Group LLC
4,844$365.2K0.0%GARPLowChicago, IL2026-10-27
Midwest Trust Co
4,825$345.3K0.0%CoreLowOverland Park, KS2026-10-22
Courier Capital LLC
4,811$344.3K0.0%ETFLowBuffalo, NY2026-10-19
Continuum Wealth Advisors, LLC
4,782$342.2K0.1%ETFMediumSaratoga Springs, NY2026-10-20
Focus Financial Network, Inc.
4,767$341.1K0.0%ETFLowMinneapolis, MN2026-10-14
Vise Technologies, Inc.
4,765$341.0K0.0%IndexLowNew York, NY2026-10-29
Mesirow Financial Investment Management, Inc.
4,693$335.8K0.0%CoreLowChicago, IL2026-11-05
Redwood Financial Network Corp
4,617$330.4K0.2%ETFLowSolon, OH2026-11-03
Lazari Capital Management, Inc.
4,604$329.5K0.1%GrowthLowBurbank, CA2026-10-20
CoreCap Advisors, LLC
4,595$328.8K0.0%ETFMediumSouthfield, MI2026-10-08
Christensen, King & Associates Investment Services, Inc.
4,585$328.1K0.1%ETFVery LowRichland, WA2026-10-22
Milestones Private Investment Advisors LLC
4,474$320.2K0.3%ETFMediumFairport, NY2026-10-19
Stronghold Wealth Management L.L.C.
4,466$319.6K0.4%CoreLowTampa, FL2026-10-16
LJI Wealth Management, LLC
4,454$318.7K0.0%ETFLowIndianapolis, IN2026-10-28
D.A. Davidson & Co.
4,429$317.0K0.0%CoreLowGreat Falls, MT2026-10-28
Sharper & Granite LLC
4,375$269.7K0.1%ETFLowEl Segundo, CA2026-11-02
Legacy Advisors, LLC
4,250$304.1K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Capital Investment Advisory Services, LLC
4,244$303.7K0.0%CoreMediumRaleigh, NC2026-10-30
Key Client Fiduciary Advisors, LLC
4,235$303.0K0.1%ValueMediumFairfield, NJ2026-10-19
Certuity, LLC
4,215$301.6K0.0%GARPLowNorth Palm Beach, FL2026-11-02
First Merchants Corp
4,169$298.3K0.0%GrowthLowMuncie, IN2026-10-15
Sunburst Financial Group, LLC
4,037$288.9K0.0%ETFVery LowVestavia Hills, AL2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
4,020$287.7K0.0%ETFMediumWestlake, OH2026-10-14
Modera Wealth Management, LLC
4,018$287.5K0.0%ETFVery LowWestwood, NJ2026-10-28
Creative Financial Designs Inc
4,016$287.4K0.0%ETFMediumKokomo, IN2026-11-04
Karnit Road Accident Victims Compensation Fund
4,000$286.2K0.2%ETFN/ATel-Aviv, Luxembourg2026-11-04
Sonata Capital Group Inc
4,000$286.2K0.1%ETFVery LowSeattle, WA2026-10-19
Elevation Point Wealth Partners, LLC
3,922$280.7K0.0%CoreHighDenver, CO2026-11-05
Strategic Advocates LLC
3,874$277.2K1.1%GrowthLowSacramento, CA2026-11-03
Joseph P. Lucia & Associates, LLC
3,870$276.9K0.1%ETFVery LowYorktown Heights, NY2026-10-30
Brookstone Capital Management
3,838$274.7K0.0%ETFMediumWheaton, IL2026-10-22
JFS Wealth Advisors, LLC
3,815$273.0K0.0%ETFVery LowHermitage, PA2026-11-03
Harbour Trust & Investment Management Co
3,750$268.4K0.0%GrowthLowMichigan City, IN2026-10-28
Narwhal Capital Management
3,750$268.4K0.0%CoreLowMarietta, GA2026-11-04
Atlas Brown,Inc.
3,749$268.3K0.1%GrowthLowLouisville, KY2026-10-09
AlphaCore Capital LLC
3,684$263.7K0.0%ETFLowLa Jolla, CA2026-11-04
Kaydan Wealth Management, Inc.
3,681$263.4K0.1%ETFMediumFenton, MI2026-10-08
True Freedom Investing, LLC
3,654$261.5K0.0%CoreHighCoeur D'Alene, ID2026-10-29
Argyle Capital Partners, LLC
3,653$261.4K0.2%CoreLowLos Angeles, CA2026-10-23
Patten & Patten Inc
3,650$261.2K0.0%CoreLowChattanooga, TN2026-10-26
KCM Investment Advisors LLC
3,650$261.2K0.0%CoreVery LowGreenbrae, CA2026-10-27
Csenge Advisory Group
3,602$257.8K0.0%ETFMediumClearwater, FL2026-11-04
Rhodes Investment Advisors Inc
3,525$252.2K0.2%CoreMediumFort Worth, TX2026-10-07
International Assets Investment Management, LLC
3,504$246.7K0.0%CoreVery HighOrlando, FL2026-11-02
Guidance Point Advisors, LLC
3,466$248.1K0.1%ETFVery LowWellesley, MA2026-10-15
Winter & Associates, Inc.
3,418$258.1K0.2%ETFMediumSt. Paul, MN2026-10-23
First Heartland Consultants, Inc.
3,376$241.6K0.0%ETFMediumLake St. Louis, MO2026-10-08
Plante Moran Financial Advisors, LLC
3,335$238.7K0.0%ETFVery LowSouthfield, MI2026-11-04
Blackston Financial Advisory Group, LLC
3,311$236.9K0.1%ETFLowThe Villages, FL2026-11-04
Apollon Financial, LLC
3,310$236.9K0.0%ETFVery LowMount Pleasant, SC2026-10-23
StoneX Group Inc.
3,305$236.5K0.0%ETFMediumNew York, NY2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
3,292$235.6K0.0%GrowthLowRed Bank, NJ2026-10-23
Cornerstone Wealth Management, LLC
3,288$235.3K0.0%ETFVery LowSt. Peters, MO2026-11-04
Keystone Wealth Services, LLC
3,260$236.1K0.0%ETFHighPalm Desert, CA2026-11-03
Sanchez Gaunt Capital Management, LLC
3,260$233.3K0.1%ETFN/AReno, NV2026-11-03
GEM Asset Management, LLC
3,253$232.8K0.1%ETFLowPlymouth, MI2026-10-13
Diversify Wealth Management, LLC
3,246$241.8K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
3,246$241.8K0.0%GrowthLowSandy, UT2026-10-20
Samalin Investment Counsel, LLC
3,231$231.2K0.1%YieldMediumChappaqua, NY2026-10-23
Valeo Financial Advisors, LLC
3,091$221.2K0.0%ETFLowCarmel, IN2026-10-08
Capital Squared Financial LLC
3,063$219.2K0.1%ETFVery LowRockville, MD2026-10-30
Cdkv Holdings LLC
3,028$216.7K0.2%ETFMediumDenver, CO2026-10-28
Promethium Advisors,llc
3,000$214.7K0.1%CoreLowBethesda, MD2026-10-19
Financial Management Network Inc
3,000$211.2K0.0%ETFLowMission Viejo, CA2026-10-09
Cadent Capital Advisors, LLC
3,000$214.7K0.0%ETFHighTulsa, OK2026-10-09
Fifth Third Wealth Advisors LLC
2,896$207.2K0.0%IndexVery LowCincinnati, OH2026-10-22
Websterrogers Financial Advisors, LLC
2,863$204.9K0.1%ETFVery LowFlorence, SC2026-11-02
Partners Wealth Management, LLC
2,858$204.5K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Retirement Planning Co of New England, Inc.
2,856$204.3K0.1%CoreLowWarwick, RI2026-10-15
Almanack Investment Partners, Llc.
2,855$204.3K0.0%ETFMediumNewtown Square, PA2026-11-03
Center for Wealth Management Advisory
2,820$201.8K0.1%CoreMediumMilford, OH2026-10-23
Caldwell Trust Co
2,720$194.6K0.0%GrowthLowVenice, FL2026-10-30
Spire Wealth Management
2,629$188.1K0.0%GrowthMediumMclean, VA2026-10-30
Atlantic Edge Private Wealth Management, LLC
2,375$170.0K0.0%CoreLowJacksonville, FL2026-10-20
Sage Mountain Advisors LLC
2,300$164.6K0.0%ETFLowAtlanta, GA2026-11-02
BigSur Wealth Management LLC
2,000$143.1K0.0%GrowthLowMiami, FL2026-10-13
Accordant Advisory Group Inc
1,940$138.8K0.1%ValueMediumAnnapolis, MD2026-10-29
Key FInancial Inc
1,869$133.8K0.0%ETFLowWest Chester, PA2026-11-02
MTM Investment Management, LLC
1,625$116.3K0.0%CoreVery LowSpartanburg, SC2026-10-30
Wilmington Savings Fund Society, FSB
1,580$113.1K0.0%CoreLowWilmington, DE2026-10-23
Assetmark, Inc
1,481$106.0K0.0%ETFLowConcord, CA2026-10-21
Signaturefd, LLC
1,379$98.7K0.0%IndexLowAtlanta, GA2026-10-23
Pension & Wealth Management Advisors, Inc.
1,350$96.6K0.0%ETFLowWaltham, MA2026-10-16
Lanark Financial, Inc.
1,282$91.7K0.0%CoreMediumBirmingham, AL2026-10-26
Dhjj Financial Advisors, Ltd.
1,250$89.5K0.0%ETFVery LowNaperville, IL2026-10-23
Transce3nd, LLC
1,187$89.3K0.1%GrowthLowBuda, TX2026-10-26
Nfsg Corp
1,100$78.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Triumph Capital Management
1,000$71.6K0.0%ETFMediumDenver, CO2026-10-14
Realta Investment Advisors
1,000$71.6K0.0%GrowthMediumWilmington, DE2026-10-14
Davis Capital Management
985$70.5K0.0%CoreLowJacksonville, FL2026-10-08
Allspring Global Investments Holdings, LLC
880$62.0K0.0%CoreMediumCharlotte, NC2026-11-04
Private Trust Co NA
871$62.3K0.0%CoreLowCleveland, OH2026-10-20
First Horizon Corp
870$62.3K0.0%CoreLowMemphis, TN2026-10-26
KFG LLC
850$60.8K0.0%ETFN/ARapid City, SD2026-11-02
Ashton Thomas Private Wealth, LLC
820$58.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Entrust Financial LLC
773$55.3K0.0%ETFLowWayne, PA2026-11-04
Flagship Wealth Advisors, LLC
750$53.7K0.0%ETFLowWakefield, MA2026-11-03
Signature Equity Partners, LLC
724$51.8K0.0%GrowthMediumColumbus, OH2026-10-29
Duncker Streett & Co Inc
658$47.1K0.0%GrowthLowSt. Louis, MO2026-10-27
Westside Investment Management, Inc.
600$42.9K0.0%GrowthLowSanta Monica, CA2026-11-02
Community Financial Services Group, LLC
595$41.9K0.0%GrowthLowNewport, VT2026-10-15
Hazlett, Burt & Watson, Inc.
585$42.0K0.0%CoreVery LowWheeling, WV2026-11-04
Compass Wealth Management LLC
575$41.1K0.0%GARPLowGuilford, CT2026-10-22
Evermay Wealth Management LLC
560$40.1K0.0%ETFLowArlington, VA2026-11-05
Old Second National Bank of Aurora
545$39.0K0.0%CoreLowAurora, IL2026-10-22
Financial Perspectives, Inc
529$37.9K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Murphy & Mullick Capital Management Corp
520$37.2K0.0%GrowthLowSmithtown, NY2026-11-02
Cape Investment Advisory, Inc.
511$36.6K0.0%ETFLowMcdonough, GA2026-10-13
Montag A & Associates Inc
500$35.8K0.0%CoreLowAtlanta, GA2026-10-29
RMG Wealth Management LLC
500$38.0K0.0%ETFVery HighPlatteville, WI2026-10-26
Beutel, Goodman & Co Ltd.
460$320.0%ValueMediumToronto, Australia2026-11-04
Mather Group, Llc.
455$32.6K0.0%ETFMediumChicago, IL2026-10-14
Hilltop National Bank
425$30.4K0.0%CoreLowCasper, WY2026-10-14
EverSource Wealth Advisors, LLC
387$27.7K0.0%CoreMediumBirmingham, AL2026-11-04
Cherry Tree Wealth Management, LLC
375$26.8K0.0%ETFVery LowMinnetonka, MN2026-10-15
Fairscale Capital, LLC
339$26.4K0.0%GrowthVery LowNashua, NH2026-11-04
GGM Financial LLC
322$23.1K0.0%ETFMediumColumbus, OH2026-11-05
Country Trust Bank
315$22.5K0.0%GrowthLowBloomington, IL2026-10-30
North Point Portfolio Managers Corp
300$21.5K0.0%GrowthLowOrange Village, OH2026-10-07
Arlington Trust Co LLC
280$20.0K0.0%ETFMediumBirmingham, AL2026-10-20
Independence Bank of Kentucky
270$19.3K0.0%GrowthLowOwensboro, KY2026-10-26
Hartford Financial Management Inc.
255$18.3K0.0%CoreLowWest Hartford, CT2026-10-21
BankChampaign, National Association
252$18.0K0.0%GrowthMediumChampaign, IL2026-10-19
CX Institutional
240$170.0%CoreMediumAuburn, IN2026-10-02
Tompkins Financial Corp
220$15.7K0.0%CoreLowIthaca, NY2026-10-05
Rydar Equities, Inc.
182$13.0K0.0%CoreVery LowWeatherford, TX2026-10-13
Nova Financial LLC
177$12.7K0.0%N/AN/ATucson, AZ2026-11-04
Blue Trust, Inc.
175$12.5K0.0%ETFLowBrentwood, TN2026-10-15
Pacifica Partners Inc.
160$11.3K0.0%CoreLowSurrey, South Africa2026-10-09
Rossby Financial, LCC
150$10.7K0.0%ETFMediumMelbourne, FL2026-11-05
Marshall & Sterling Wealth Advisors Inc.
142$10.2K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Balance Wealth Partners LLC
132$9.4K0.0%ETFMediumWorthington, OH2026-10-27
Physician Wealth Advisors, Inc.
115$8.2K0.0%ETFMediumMidvale, UT2026-10-20
Asset Dedication, LLC
115$8.2K0.0%ETFLowSan Francisco, CA2026-11-03
DiNuzzo Private Wealth, Inc.
100$7.2K0.0%ETFLowBeaver, PA2026-10-16
Register Financial Advisors LLC
100$7.2K0.0%GARPLowAtlanta, GA2026-10-23
Richards, Merrill & Peterson, Inc.
77$5.5K0.0%GrowthLowSpokane, WA2026-10-19
EPG Wealth Management LLC
75$5.4K0.0%GrowthLowAtlanta, GA2026-11-03
Latitude Advisors, LLC
50$3.6K0.0%ETFLowYorkville, IL2026-10-27
Golden State Wealth Management, LLC
48$3.5K0.0%ETFMediumSanta Ana, CA2026-11-02
SYM Financial Corp
25$1.8K0.0%ETFVery LowWinona Lake, IN2026-10-26
Viewpoint Capital Management LLC
20$1.4K0.0%CoreVery LowSeattle, WA2026-10-27
Signature Resources Capital Management, LLC
18$1.3K0.0%ETFLowNewport Beach, CA2026-10-16
Citigroup Inc
14$1.0K0.0%CoreMediumNew York, NY2026-11-04
Markowski Investments
12$8690.0%ETFN/ATampa, FL2026-10-30
Retirement Wealth Solutions LLC
1$970.0%ETFLowMarshfield, WI2026-10-07