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Ishares US Financials ETF (IYF)

CUSIP: 464287788 | NYSE | 1239 institutional holders

Quarters

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

Magnus Financial Group LLC217,557
1.8% of portfolio›$27.3M
Commonwealth Equity Services, LLC193,728
0.0% of portfolio›$24.3M
Kestra Advisory Services, LLC183,744
0.1% of portfolio›$23.1M
Patten & Patten Inc113,178
0.7% of portfolio›$14.2M
XML Financial, LLC110,215
1.0% of portfolio›$13.8M
Cambridge Investment Research Advisors, Inc.67,206
0.0% of portfolio›$8.4K
First Citizens Financial Corp54,091
2.9% of portfolio›$6.8M
Washington Trust Co50,978
0.2% of portfolio›$6.4M
Gerber Kawasaki Wealth & Investment Management41,529
0.1% of portfolio›$5.2M
Advisortrust Partners, LLC38,800
1.5% of portfolio›$4.9M
Finley Financial, LLC37,175
1.9% of portfolio›$4.7M
Eagle Strategies LLC37,139
0.5% of portfolio›$4.7M
Citigroup Inc33,058
0.0% of portfolio›$4.2M
Colony Family Offices, LLC24,982
0.7% of portfolio›$3.1M
Atria Investments, Inc22,691
0.0% of portfolio›$2.9M
CX Institutional20,255
0.1% of portfolio›$2.5K
Avior Wealth Management, LLC18,145
0.1% of portfolio›$2.3M
Kennicott Capital Management LLC17,868
1.0% of portfolio›$2.2M
Truist Financial Corp17,702
0.0% of portfolio›$2.2M
Creative Planning16,960
0.0% of portfolio›$2.1M
Davenport & Co LLC16,350
0.0% of portfolio›$2.1M
Founders Financial Securities LLC16,263
0.1% of portfolio›$2.0M
AlphaCore Capital LLC16,082
0.0% of portfolio›$2.0M
Allen Investment Management, LLC15,835
0.0% of portfolio›$2.0M
Koshinski Asset Management, Inc.15,549
0.1% of portfolio›$2.0M
OpenArc Corporate Advisory, LLC14,482
0.0% of portfolio›$1.8M
HBW Advisory Services LLC14,371
0.2% of portfolio›$1.8M
Essex LLC13,244
0.3% of portfolio›$1.7M
Cottonwood Capital Advisors, LLC12,967
1.0% of portfolio›$1.6M
Gerald Baker Financial Group LLC12,939
0.5% of portfolio›$1.6M
Castle Rock Wealth Management, LLC12,657
0.3% of portfolio›$1.6M
Wealth Enhancement Advisory Services, LLC12,019
0.0% of portfolio›$1.5M
Wealth Management Partners, LLC11,641
0.3% of portfolio›$1.5M
Quadrant Private Wealth Management, LLC10,781
0.2% of portfolio›$1.4M
Sigma Planning Corp10,154
0.0% of portfolio›$1.3M
Park Avenue Securities LLC10,077
0.0% of portfolio›$1.3K
KCM Investment Advisors LLC10,029
0.0% of portfolio›$1.3M
Virtue Capital Management, LLC9,911
0.2% of portfolio›$1.2M
Indivisible Partners9,840
0.1% of portfolio›$1.2M
Kestra Private Wealth Services, LLC9,520
0.0% of portfolio›$1.2M
Matthew Goff Investment Advisor, LLC9,146
0.2% of portfolio›$1.1M
Magnolia Capital Management LTD8,845
0.0% of portfolio›$1.1K
Acropolis Investment Management, LLC8,770
0.0% of portfolio›$1.1M
HF Advisory Group, LLC7,971
0.3% of portfolio›$1.0M
Csenge Advisory Group7,899
0.0% of portfolio›$992.6K
Forte Asset Management LLC7,531
0.4% of portfolio›$946.3K
Lpwm LLC6,786
0.2% of portfolio›$852.7K
Redwood Financial Network Corp6,704
0.5% of portfolio›$842.5K
Genesee Capital Advisors, LLC6,657
0.3% of portfolio›$836.6K
First Citizens Bank & Trust Co6,430
0.0% of portfolio›$808.0K
Whitener Capital Management, Inc.6,336
0.2% of portfolio›$796.2K
Councilor Wealth, LLC6,226
0.3% of portfolio›$782.4K
Oak Barrel Wealth Advisory LLC6,163
0.3% of portfolio›$774.5K
Prime Capital Investment Advisors, LLC6,109
0.0% of portfolio›$767.7K
Robertson Stephens Wealth Management, LLC5,860
0.0% of portfolio›$736.3K
One Way Holdings LLC5,749
0.0% of portfolio›$722.4K
AdvisorNet Financial, Inc5,703
0.0% of portfolio›$723.3K
Modera Wealth Management, LLC5,680
0.0% of portfolio›$713.8K
Larson Financial Group LLC5,654
0.0% of portfolio›$710.5K
Meridian Wealth Management, LLC5,597
0.0% of portfolio›$703.3K
Southern Capital Advisors, LLC5,333
0.3% of portfolio›$670.1K
Bigelow Investment Advisors, LLC5,277
0.2% of portfolio›$663.1K
Wealthcare Advisory Partners LLC5,264
0.0% of portfolio›$661.5K
Asset One Wealth Management LLC5,248
0.1% of portfolio›$659.5K
Tepp RIA, LLC5,181
0.4% of portfolio›$651.1K
Kingswood Wealth Advisors, LLC5,169
0.0% of portfolio›$649.5K
Independent Financial Group, LLC5,063
0.0% of portfolio›$636.2K
Connecticut Wealth Management, LLC5,052
0.0% of portfolio›$634.9K
Visionary Wealth Advisors5,046
0.0% of portfolio›$634.1K
Laurel OAK Wealth Management, LLC5,041
0.1% of portfolio›$633.4K
Americana Partners, LLC4,870
0.0% of portfolio›$612.0K
Cadent Capital Advisors, LLC4,800
0.1% of portfolio›$603.2K
Triton Wealth Management, Pllc4,692
0.2% of portfolio›$622.6K
Glenview Trust Co4,617
0.0% of portfolio›$580.2K
Montag A & Associates Inc4,599
0.0% of portfolio›$577.9K
Concurrent Investment Advisors, LLC4,572
0.0% of portfolio›$574.5K
Dagco, Inc.4,515
0.1% of portfolio›$567.4K
Commonwealth Financial Services, LLC4,462
0.1% of portfolio›$560.7K
Lido Advisors, LLC4,437
0.0% of portfolio›$557.6K
Buck Wealth Strategies, LLC4,274
0.1% of portfolio›$537.1K
Chicago Partners Investment Group LLC4,236
0.0% of portfolio›$551.6K
Central Valley Advisors, LLC4,231
0.1% of portfolio›$531.7K
Gryphon Financial Partners LLC4,076
0.0% of portfolio›$512.2K
B. Riley Wealth Advisors, Inc.4,075
0.0% of portfolio›$512.1K
Capital Wealth Alliance, LLC4,037
0.2% of portfolio›$507.3K
Bond & Devick Financial Network, Inc.3,961
0.1% of portfolio›$497.7K
Retirement Planning Group, LLC3,961
0.0% of portfolio›$497.7K
Apollon Financial, LLC3,755
0.1% of portfolio›$471.9K
Lighthouse Financial LLC3,750
0.2% of portfolio›$471.2K
Unified Investment Management3,734
0.4% of portfolio›$469.2K
Tritonpoint Wealth, LLC3,727
0.0% of portfolio›$468.3K
Wespac Advisors, LLC3,631
0.2% of portfolio›$456.3K
Oppenheimer & Co Inc3,592
0.0% of portfolio›$451.4K
D.A. Davidson & Co.3,481
0.0% of portfolio›$437.5K
Ironwood Financial, llc3,403
0.1% of portfolio›$427.6K
Capital Investment Advisors, LLC3,360
0.0% of portfolio›$422.2K
Focus Financial Network, Inc.3,350
0.0% of portfolio›$421.0K
Atlas Brown,Inc.3,258
0.1% of portfolio›$409.4K
Cathy Pareto & Associates, Inc3,209
0.2% of portfolio›$403.7K
Urban Wealth Management, LLC3,190
0.4% of portfolio›$400.9K
Dynamic Advisor Solutions LLC3,172
0.0% of portfolio›$398.6K
First Merchants Corp3,165
0.0% of portfolio›$397.7K
TrueWealth Advisors, LLC3,155
0.1% of portfolio›$396.5K
Cahaba Wealth Management, Inc.3,152
0.0% of portfolio›$396.0K
Carnegie Investment Counsel3,127
0.0% of portfolio›$392.9K
Harmony Asset Management LLC3,086
0.1% of portfolio›$387.8K
Global Assets Advisory, LLC3,076
0.1% of portfolio›$390.4K
Decker Wealth Management LLC3,076
0.1% of portfolio›$386.5K
HCR Wealth Advisors3,072
0.0% of portfolio›$386.0K
Key Client Fiduciary Advisors, LLC3,044
0.1% of portfolio›$382.5K
MGO One Seven LLC3,028
0.0% of portfolio›$380.5K
Ferguson Wellman Capital Management, Inc3,007
0.0% of portfolio›$377.9K
Trilogy Capital Inc.2,995
0.0% of portfolio›$376.4K
Parallel Advisors, LLC2,983
0.0% of portfolio›$374.8K
TD Waterhouse Canada Inc.2,870
0.0% of portfolio›$361.7K
Prospera Financial Services Inc2,850
0.0% of portfolio›$373.4K
StoneX Group Inc.2,841
0.0% of portfolio›$357.0K
Archer Investment Corp2,720
0.1% of portfolio›$341.8K
Sowell Financial Services LLC2,693
0.0% of portfolio›$338.4K
International Assets Investment Management, LLC2,585
0.0% of portfolio›$325.8K
Farther Finance Advisors, LLC2,565
0.0% of portfolio›$322.3K
YHB Investment Advisors, Inc.2,554
0.0% of portfolio›$320.9K
High Net Worth Advisory Group LLC2,500
0.1% of portfolio›$314.2K
SeaCrest Wealth Management, LLC2,500
0.0% of portfolio›$314.2K
LVW Advisors, LLC2,263
0.0% of portfolio›$284.4K
IPG Investment Advisors LLC2,258
0.0% of portfolio›$283.7K
Integras Partners LLC2,150
0.2% of portfolio›$270.2K
CoreCap Advisors, LLC2,090
0.0% of portfolio›$262.6K
Sagespring Wealth Partners, LLC2,086
0.0% of portfolio›$262.1K
Darrow Company, Inc.2,054
0.1% of portfolio›$258.1K
Fiduciary Alliance LLC2,034
0.0% of portfolio›$255.6K
KFG LLC2,000
0.2% of portfolio›$251.3K
Frank, Rimerman Advisors LLC1,992
0.0% of portfolio›$250.3K
Vision Capital Management, Inc.1,974
0.0% of portfolio›$248.1K
Gables Capital Management Inc.1,900
0.1% of portfolio›$238.8K
Vise Technologies, Inc.1,899
0.0% of portfolio›$238.6K
Elevation Point Wealth Partners, LLC1,893
0.0% of portfolio›$237.9K
PFG Advisors1,864
0.0% of portfolio›$234.3K
MinichMacGregor Wealth Management, LLC1,766
0.0% of portfolio›$221.9K
Clear Creek Financial Management, LLC1,744
0.0% of portfolio›$219.2K
Spire Wealth Management1,692
0.0% of portfolio›$212.6K
Signaturefd, LLC1,691
0.0% of portfolio›$212.5K
Certuity, LLC1,683
0.0% of portfolio›$211.5K
Simplicity Wealth,LLC1,609
0.0% of portfolio›$202.2K
Well Done, LLC1,593
0.0% of portfolio›$200.1K
Lanark Financial, Inc.1,456
0.0% of portfolio›$182.9K
Rydar Equities, Inc.1,416
0.1% of portfolio›$178.6K
Quest 10 Wealth Builders, Inc.1,252
0.1% of portfolio›$157.3K
Blue Trust, Inc.1,180
0.0% of portfolio›$148.3K
Compass Wealth Management LLC1,000
0.0% of portfolio›$125.7K
Beacon Investment Advisory Services, Inc.1,000
0.0% of portfolio›$125.7K
IFP Advisors, Inc989
0.0% of portfolio›$124.3K
Atlantic Edge Private Wealth Management, LLC800
0.0% of portfolio›$100.5K
First Horizon Corp800
0.0% of portfolio›$100.5K
Essential Investment Partners LLC765
0.1% of portfolio›$96.1K
Arlington Trust Co LLC750
0.0% of portfolio›$94.2K
Westside Investment Management, Inc.690
0.0% of portfolio›$86.7K
Bare Financial Services, Inc688
0.0% of portfolio›$86.5K
Assetmark, Inc684
0.0% of portfolio›$86.0K
Activest Wealth Management650
0.0% of portfolio›$81.7K
JFS Wealth Advisors, LLC648
0.0% of portfolio›$81.5K
Root Financial Partners, LLC645
0.0% of portfolio›$81.1K
Provenance Wealth Advisors, LLC623
0.0% of portfolio›$78.3K
Team Financial Group, LLC612
0.0% of portfolio›$77.0K
Ashton Thomas Private Wealth, LLC542
0.0% of portfolio›$68.1K
Dhjj Financial Advisors, Ltd.527
0.0% of portfolio›$66.2K
Acumen Wealth Advisors, LLC500
0.0% of portfolio›$62.8K
Vima LLC430
0.1% of portfolio›$54.0K
Plante Moran Financial Advisors, LLC420
0.0% of portfolio›$52.8K
Nfsg Corp418
0.0% of portfolio›$52.5K
Syntax Research, Inc.404
0.0% of portfolio›$50.8K
Realta Investment Advisors333
0.0% of portfolio›$41.8K
North Star Investment Management Corp.330
0.0% of portfolio›$41.5K
Center for Financial Planning, Inc.310
0.0% of portfolio›$39.0K
Financial Perspectives, Inc301
0.0% of portfolio›$37.9K
MTM Investment Management, LLC300
0.0% of portfolio›$37.7K
Key Capital Management, Inc298
0.0% of portfolio›$37.4K
West Paces Advisors Inc.295
0.0% of portfolio›$37.1K
Davis Capital Management280
0.0% of portfolio›$35.2K
Signature Equity Partners, LLC265
0.0% of portfolio›$33.3K
Bank of New Hampshire259
0.0% of portfolio›$32.5K
Gamma Investing LLC255
0.0% of portfolio›$32.0K
Murphy & Mullick Capital Management Corp250
0.0% of portfolio›$31.4K
Pacific Center for Financial Services236
0.0% of portfolio›$29.7K
Hazlett, Burt & Watson, Inc.230
0.0% of portfolio›$25.0K
Private Trust Co NA211
0.0% of portfolio›$26.5K
Downshift Financial, LLC201
0.0% of portfolio›$25.3K
BankChampaign, National Association191
0.0% of portfolio›$24.0K
Armstrong Advisory Group, Inc175
0.0% of portfolio›$22.0K
Piedmont Capital Management, LLC160
0.0% of portfolio›$20.1K
Wilmington Savings Fund Society, FSB160
0.0% of portfolio›$20.1K
Harbor Asset Planning, Inc.148
0.0% of portfolio›$18.7K
Allspring Global Investments Holdings, LLC135
0.0% of portfolio›$17.0K
First Pacific Financial132
0.0% of portfolio›$16.6K
Creative Financial Designs Inc118
0.0% of portfolio›$14.8K
Creative Capital Management Investments LLC109
0.0% of portfolio›$13.7K
Physician Wealth Advisors, Inc.102
0.0% of portfolio›$12.8K
Next Level Wealth Planning, LLC101
0.0% of portfolio›$12.7K
Abound Wealth Management88
0.0% of portfolio›$11.1K
LFA - Lugano Financial Advisors SA87
0.0% of portfolio›$10.9K
Balance Wealth Partners LLC82
0.0% of portfolio›$10.3K
Latitude Advisors, LLC71
0.0% of portfolio›$9.0K
Golden State Wealth Management, LLC67
0.0% of portfolio›$8.4K
Investors Research Corp50
0.0% of portfolio›$6.3K
Concord Wealth Partners46
0.0% of portfolio›$5.8K
Parkside Financial Bank & Trust45
0.0% of portfolio›$5.7K
Gilpin Wealth Management, LLC44
0.0% of portfolio›$5.5K
Pflug Koory, LLC40
0.0% of portfolio›$5.0K
Ascentis Wealth Management, LLC38
0.0% of portfolio›$4.8K
Avion Wealth23
0.0% of portfolio›$2
Mondrian Investment Partners LTD14
0.0% of portfolio›$1.8K
Triumph Capital Management14
0.0% of portfolio›$1.8K
Tsfg, LLC10
0.0% of portfolio›$1
Register Financial Advisors LLC8
0.0% of portfolio›$1.0K
Valley National Advisers Inc6
0.0% of portfolio›$754
Compass Financial Management LLC3
0.0% of portfolio›$377
StyleTurnoverLocationFiled
Magnus Financial Group LLC
217,557$27.3M1.8%ETFLowNew York, NY2026-10-21
Commonwealth Equity Services, LLC
193,728$24.3M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
183,744$23.1M0.1%CoreLowAustin, TX2026-11-02
Patten & Patten Inc
113,178$14.2M0.7%CoreLowChattanooga, TN2026-10-26
XML Financial, LLC
110,215$13.8M1.0%ETFLowBethesda, MD2026-10-29
Cambridge Investment Research Advisors, Inc.
67,206$8.4K0.0%ETFLowFairfield, IA2026-11-02
First Citizens Financial Corp
54,091$6.8M2.9%ETFLowMason City, IA2026-10-02
Washington Trust Co
50,978$6.4M0.2%GrowthVery LowWesterly, RI2026-10-22
Gerber Kawasaki Wealth & Investment Management
41,529$5.2M0.1%ETFLowSanta Monica, CA2026-10-29
Advisortrust Partners, LLC
38,800$4.9M1.5%CoreHighRaleigh, NC2026-11-02
Finley Financial, LLC
37,175$4.7M1.9%ETFVery LowLas Vegas, NV2026-10-28
Eagle Strategies LLC
37,139$4.7M0.5%ETFLowNew York, NY2026-10-16
Citigroup Inc
33,058$4.2M0.0%CoreMediumNew York, NY2026-11-04
Colony Family Offices, LLC
24,982$3.1M0.7%ETFVery LowCharlotte, NC2026-10-22
Atria Investments, Inc
22,691$2.9M0.0%CoreMediumCharlotte, NC2026-10-15
CX Institutional
20,255$2.5K0.1%CoreMediumAuburn, IN2026-10-02
Avior Wealth Management, LLC
18,145$2.3M0.1%ETFMediumOmaha, NE2026-10-13
Kennicott Capital Management LLC
17,868$2.2M1.0%ETFVery LowLarkspur, CA2026-10-16
Truist Financial Corp
17,702$2.2M0.0%CoreLowCharlotte, NC2026-10-30
Creative Planning
16,960$2.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Davenport & Co LLC
16,350$2.1M0.0%CoreMediumRichmond, VA2026-10-14
Founders Financial Securities LLC
16,263$2.0M0.1%ETFMediumTowson, MD2026-10-28
AlphaCore Capital LLC
16,082$2.0M0.0%ETFLowLa Jolla, CA2026-11-04
Allen Investment Management, LLC
15,835$2.0M0.0%MomentumMediumNew York, NY2026-11-03
Koshinski Asset Management, Inc.
15,549$2.0M0.1%ETFLowDecatur, IL2026-10-29
OpenArc Corporate Advisory, LLC
14,482$1.8M0.0%GrowthLowAtlanta, GA2026-10-21
HBW Advisory Services LLC
14,371$1.8M0.2%ETFMediumSimi Valley, CA2026-10-15
Essex LLC
13,244$1.7M0.3%ETFLowDeer Park, IL2026-10-14
Cottonwood Capital Advisors, LLC
12,967$1.6M1.0%ETFVery LowSalt Lake City, UT2026-10-20
Gerald Baker Financial Group LLC
12,939$1.6M0.5%GARPLowArlington, TX2026-10-09
Castle Rock Wealth Management, LLC
12,657$1.6M0.3%GrowthMediumWalnut Creek, CA2026-10-09
Wealth Enhancement Advisory Services, LLC
12,019$1.5M0.0%CoreLowPlymouth, MN2026-10-13
Wealth Management Partners, LLC
11,641$1.5M0.3%Agg GrowthLowTucson, AZ2026-10-21
Quadrant Private Wealth Management, LLC
10,781$1.4M0.2%GrowthLowCenter Valley, PA2026-11-04
Sigma Planning Corp
10,154$1.3M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Park Avenue Securities LLC
10,077$1.3K0.0%ETFMediumNew York, NY2026-10-26
KCM Investment Advisors LLC
10,029$1.3M0.0%CoreVery LowGreenbrae, CA2026-10-27
Virtue Capital Management, LLC
9,911$1.2M0.2%GrowthHighBrentwood, TN2026-10-29
Indivisible Partners
9,840$1.2M0.1%GrowthMediumClearwater, FL2026-10-26
Kestra Private Wealth Services, LLC
9,520$1.2M0.0%GrowthLowAustin, TX2026-10-30
Matthew Goff Investment Advisor, LLC
9,146$1.1M0.2%CoreMediumHouston, TX2026-10-13
Magnolia Capital Management LTD
8,845$1.1K0.0%GrowthVery LowCold Spring, NY2026-10-09
Acropolis Investment Management, LLC
8,770$1.1M0.0%ETFLowSt. Louis, MO2026-10-08
HF Advisory Group, LLC
7,971$1.0M0.3%ValueLowAnnapolis, MD2026-10-09
Csenge Advisory Group
7,899$992.6K0.0%ETFMediumClearwater, FL2026-11-04
Forte Asset Management LLC
7,531$946.3K0.4%ETFLowBedford, NY2026-10-13
Lpwm LLC
6,786$852.7K0.2%ETFMediumMinneapolis, MN2026-10-20
Redwood Financial Network Corp
6,704$842.5K0.5%ETFLowSolon, OH2026-11-03
Genesee Capital Advisors, LLC
6,657$836.6K0.3%ETFMediumAuburn, NY2026-10-20
First Citizens Bank & Trust Co
6,430$808.0K0.0%CoreMediumRaleigh, NC2026-10-14
Whitener Capital Management, Inc.
6,336$796.2K0.2%CoreVery LowRocky Mount, NC2026-10-15
Councilor Wealth, LLC
6,226$782.4K0.3%ETFLowBethesda, MD2026-10-09
Oak Barrel Wealth Advisory LLC
6,163$774.5K0.3%ETFN/AReston, VA2026-11-05
Prime Capital Investment Advisors, LLC
6,109$767.7K0.0%ETFLowOverland Park, KS2026-10-20
Robertson Stephens Wealth Management, LLC
5,860$736.3K0.0%ETFMediumSan Francisco, CA2026-10-16
One Way Holdings LLC
5,749$722.4K0.0%CoreMediumFlower Mound, TX2026-10-29
AdvisorNet Financial, Inc
5,703$723.3K0.0%ETFLowMinnetonka, MN2026-10-15
Modera Wealth Management, LLC
5,680$713.8K0.0%ETFVery LowWestwood, NJ2026-10-28
Larson Financial Group LLC
5,654$710.5K0.0%GrowthLowSt Louis, MO2026-11-05
Meridian Wealth Management, LLC
5,597$703.3K0.0%GrowthLowLexington, KY2026-11-05
Southern Capital Advisors, LLC
5,333$670.1K0.3%ETFLowJackson, TN2026-10-26
Bigelow Investment Advisors, LLC
5,277$663.1K0.2%ETFLowPortland, ME2026-10-13
Wealthcare Advisory Partners LLC
5,264$661.5K0.0%ETFLowWest Chester, PA2026-10-21
Asset One Wealth Management LLC
5,248$659.5K0.1%GrowthLowBellevue, WA2026-11-02
Tepp RIA, LLC
5,181$651.1K0.4%ETFMediumWestfield, NJ2026-10-14
Kingswood Wealth Advisors, LLC
5,169$649.5K0.0%GrowthLowSan Diego, CA2026-10-23
Independent Financial Group, LLC
5,063$636.2K0.0%GrowthLowSan Diego, CA2026-10-13
Connecticut Wealth Management, LLC
5,052$634.9K0.0%ETFLowFarmington, CT2026-10-13
Visionary Wealth Advisors
5,046$634.1K0.0%ETFLowO'Fallon, IL2026-11-04
Laurel OAK Wealth Management, LLC
5,041$633.4K0.1%GrowthLowMarlton, NJ2026-10-19
Americana Partners, LLC
4,870$612.0K0.0%CoreMediumHouston, TX2026-10-28
Cadent Capital Advisors, LLC
4,800$603.2K0.1%ETFHighTulsa, OK2026-10-09
Triton Wealth Management, Pllc
4,692$622.6K0.2%ETFMediumSun City, AZ2026-11-04
Glenview Trust Co
4,617$580.2K0.0%GrowthVery LowLouisville, KY2026-10-28
Montag A & Associates Inc
4,599$577.9K0.0%CoreLowAtlanta, GA2026-10-29
Concurrent Investment Advisors, LLC
4,572$574.5K0.0%GrowthMediumTampa, FL2026-10-16
Dagco, Inc.
4,515$567.4K0.1%ETFVery LowWestlake, OH2026-10-20
Commonwealth Financial Services, LLC
4,462$560.7K0.1%ETFMediumVienna, WV2026-10-20
Lido Advisors, LLC
4,437$557.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Buck Wealth Strategies, LLC
4,274$537.1K0.1%ValueMediumDenver, CO2026-10-28
Chicago Partners Investment Group LLC
4,236$551.6K0.0%GARPLowChicago, IL2026-10-27
Central Valley Advisors, LLC
4,231$531.7K0.1%CoreLowSacramento, CA2026-10-27
Gryphon Financial Partners LLC
4,076$512.2K0.0%IndexLowColumbus, OH2026-11-04
B. Riley Wealth Advisors, Inc.
4,075$512.1K0.0%GrowthLowMemphis, TN2026-10-13
Capital Wealth Alliance, LLC
4,037$507.3K0.2%CoreLowScottsdale, AZ2026-10-20
Bond & Devick Financial Network, Inc.
3,961$497.7K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Retirement Planning Group, LLC
3,961$497.7K0.0%ETFVery LowLeawood, KS2026-10-19
Apollon Financial, LLC
3,755$471.9K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Lighthouse Financial LLC
3,750$471.2K0.2%Agg GrowthLowLargo, FL2026-10-23
Unified Investment Management
3,734$469.2K0.4%CoreLowAtlanta, GA2026-10-14
Tritonpoint Wealth, LLC
3,727$468.3K0.0%CoreLowChevy Chase, MD2026-10-19
Wespac Advisors, LLC
3,631$456.3K0.2%ETFHighOrinda, CA2026-10-26
Oppenheimer & Co Inc
3,592$451.4K0.0%CoreLowNew York, NY2026-10-26
D.A. Davidson & Co.
3,481$437.5K0.0%CoreLowGreat Falls, MT2026-10-28
Ironwood Financial, llc
3,403$427.6K0.1%ETFLowTucson, AZ2026-10-20
Capital Investment Advisors, LLC
3,360$422.2K0.0%CoreLowAtlanta, GA2026-10-22
Focus Financial Network, Inc.
3,350$421.0K0.0%ETFLowMinneapolis, MN2026-10-14
Atlas Brown,Inc.
3,258$409.4K0.1%GrowthLowLouisville, KY2026-10-09
Cathy Pareto & Associates, Inc
3,209$403.7K0.2%ETFLowCoral Gables, FL2026-10-15
Urban Wealth Management, LLC
3,190$400.9K0.4%GrowthMediumLakewood, CA2026-10-21
Dynamic Advisor Solutions LLC
3,172$398.6K0.0%ETFLowPhoenix, AZ2026-10-13
First Merchants Corp
3,165$397.7K0.0%GrowthLowMuncie, IN2026-10-15
TrueWealth Advisors, LLC
3,155$396.5K0.1%ETFMediumBirmingham, AL2026-10-09
Cahaba Wealth Management, Inc.
3,152$396.0K0.0%ETFVery LowAtlanta, GA2026-10-26
Carnegie Investment Counsel
3,127$392.9K0.0%CoreLowPepper Pike, OH2026-10-20
Harmony Asset Management LLC
3,086$387.8K0.1%GrowthMediumScottsdale, AZ2026-10-20
Global Assets Advisory, LLC
3,076$390.4K0.1%GrowthHighOrlando, FL2026-10-28
Decker Wealth Management LLC
3,076$386.5K0.1%MomentumLowNashville, TN2026-10-09
HCR Wealth Advisors
3,072$386.0K0.0%GrowthLowLos Angeles, CA2026-10-15
Key Client Fiduciary Advisors, LLC
3,044$382.5K0.1%ValueMediumFairfield, NJ2026-10-19
MGO One Seven LLC
3,028$380.5K0.0%GrowthLowBeachwood, OH2026-10-28
Ferguson Wellman Capital Management, Inc
3,007$377.9K0.0%CoreLowPortland, OR2026-10-05
Trilogy Capital Inc.
2,995$376.4K0.0%ETFMediumIrvine, CA2026-10-20
Parallel Advisors, LLC
2,983$374.8K0.0%IndexLowSan Francisco, CA2026-11-03
TD Waterhouse Canada Inc.
2,870$361.7K0.0%CoreLowToronto, Australia2026-10-16
Prospera Financial Services Inc
2,850$373.4K0.0%CoreMediumDallas, TX2026-11-04
StoneX Group Inc.
2,841$357.0K0.0%ETFMediumNew York, NY2026-11-03
Archer Investment Corp
2,720$341.8K0.1%CoreMediumCarmel, IN2026-11-05
Sowell Financial Services LLC
2,693$338.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
International Assets Investment Management, LLC
2,585$325.8K0.0%CoreVery HighOrlando, FL2026-11-02
Farther Finance Advisors, LLC
2,565$322.3K0.0%IndexLowSan Francisco, CA2026-10-08
YHB Investment Advisors, Inc.
2,554$320.9K0.0%GrowthLowWest Hartford, CT2026-10-08
High Net Worth Advisory Group LLC
2,500$314.2K0.1%ETFVery LowNaples, FL2026-10-26
SeaCrest Wealth Management, LLC
2,500$314.2K0.0%GrowthLowPurchase, NY2026-10-21
LVW Advisors, LLC
2,263$284.4K0.0%CoreMediumPittsford, NY2026-10-19
IPG Investment Advisors LLC
2,258$283.7K0.0%CoreMediumSan Diego, CA2026-10-30
Integras Partners LLC
2,150$270.2K0.2%CoreLowAlpharetta, GA2026-10-30
CoreCap Advisors, LLC
2,090$262.6K0.0%ETFMediumSouthfield, MI2026-10-08
Sagespring Wealth Partners, LLC
2,086$262.1K0.0%ETFLowFranklin, TN2026-10-22
Darrow Company, Inc.
2,054$258.1K0.1%ETFVery LowNeedham, MA2026-10-22
Fiduciary Alliance LLC
2,034$255.6K0.0%CoreMediumGreenville, SC2026-10-13
KFG LLC
2,000$251.3K0.2%ETFN/ARapid City, SD2026-11-02
Frank, Rimerman Advisors LLC
1,992$250.3K0.0%GrowthLowPalo Alto, CA2026-10-16
Vision Capital Management, Inc.
1,974$248.1K0.0%CoreVery LowPortland, OR2026-10-20
Gables Capital Management Inc.
1,900$238.8K0.1%GrowthVery LowMiami, FL2026-11-04
Vise Technologies, Inc.
1,899$238.6K0.0%IndexLowNew York, NY2026-10-29
Elevation Point Wealth Partners, LLC
1,893$237.9K0.0%CoreHighDenver, CO2026-11-05
PFG Advisors
1,864$234.3K0.0%ETFMediumPhoenix, AZ2026-10-16
MinichMacGregor Wealth Management, LLC
1,766$221.9K0.0%ETFHighSaratoga Springs, NY2026-10-14
Clear Creek Financial Management, LLC
1,744$219.2K0.0%ETFMediumSilverdale, WA2026-10-28
Spire Wealth Management
1,692$212.6K0.0%GrowthMediumMclean, VA2026-10-30
Signaturefd, LLC
1,691$212.5K0.0%IndexLowAtlanta, GA2026-10-23
Certuity, LLC
1,683$211.5K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Simplicity Wealth,LLC
1,609$202.2K0.0%ETFLowSummit, NJ2026-10-23
Well Done, LLC
1,593$200.1K0.0%ETFLowHolland, MI2026-10-20
Lanark Financial, Inc.
1,456$182.9K0.0%CoreMediumBirmingham, AL2026-10-26
Rydar Equities, Inc.
1,416$178.6K0.1%CoreVery LowWeatherford, TX2026-10-13
Quest 10 Wealth Builders, Inc.
1,252$157.3K0.1%ETFLowFuquay-Varina, VA2026-11-02
Blue Trust, Inc.
1,180$148.3K0.0%ETFLowBrentwood, TN2026-10-15
Compass Wealth Management LLC
1,000$125.7K0.0%GARPLowGuilford, CT2026-10-22
Beacon Investment Advisory Services, Inc.
1,000$125.7K0.0%GrowthLowMorristown, NJ2026-10-13
IFP Advisors, Inc
989$124.3K0.0%GrowthLowTampa, FL2026-10-16
Atlantic Edge Private Wealth Management, LLC
800$100.5K0.0%CoreLowJacksonville, FL2026-10-20
First Horizon Corp
800$100.5K0.0%CoreLowMemphis, TN2026-10-26
Essential Investment Partners LLC
765$96.1K0.1%GrowthLowEnglewood, CO2026-10-27
Arlington Trust Co LLC
750$94.2K0.0%ETFMediumBirmingham, AL2026-10-20
Westside Investment Management, Inc.
690$86.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Bare Financial Services, Inc
688$86.5K0.0%ETFVery LowGap, PA2026-11-04
Assetmark, Inc
684$86.0K0.0%ETFLowConcord, CA2026-10-21
Activest Wealth Management
650$81.7K0.0%ETFLowAventura, FL2026-10-15
JFS Wealth Advisors, LLC
648$81.5K0.0%ETFVery LowHermitage, PA2026-11-03
Root Financial Partners, LLC
645$81.1K0.0%ETFMediumEncinitas, CA2026-10-21
Provenance Wealth Advisors, LLC
623$78.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Team Financial Group, LLC
612$77.0K0.0%ETFLowTemecula, CA2026-10-30
Ashton Thomas Private Wealth, LLC
542$68.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Dhjj Financial Advisors, Ltd.
527$66.2K0.0%ETFVery LowNaperville, IL2026-10-23
Acumen Wealth Advisors, LLC
500$62.8K0.0%GrowthHighChattanooga, TN2026-11-05
Vima LLC
430$54.0K0.1%CoreLowTroy, MI2026-10-23
Plante Moran Financial Advisors, LLC
420$52.8K0.0%ETFVery LowSouthfield, MI2026-11-04
Nfsg Corp
418$52.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Syntax Research, Inc.
404$50.8K0.0%ETFMediumBoca Raton, FL2026-11-04
Realta Investment Advisors
333$41.8K0.0%GrowthMediumWilmington, DE2026-10-14
North Star Investment Management Corp.
330$41.5K0.0%CoreLowChicago, IL2026-10-27
Center for Financial Planning, Inc.
310$39.0K0.0%ETFLowSouthfied, MI2026-10-26
Financial Perspectives, Inc
301$37.9K0.0%GrowthVery LowMinneapolis, MN2026-11-03
MTM Investment Management, LLC
300$37.7K0.0%CoreVery LowSpartanburg, SC2026-10-30
Key Capital Management, Inc
298$37.4K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
West Paces Advisors Inc.
295$37.1K0.0%ETFLowAtlanta, GA2026-10-13
Davis Capital Management
280$35.2K0.0%CoreLowJacksonville, FL2026-10-08
Signature Equity Partners, LLC
265$33.3K0.0%GrowthMediumColumbus, OH2026-10-29
Bank of New Hampshire
259$32.5K0.0%CoreLowLaconia, NH2026-10-06
Gamma Investing LLC
255$32.0K0.0%IndexVery LowFoster City, CA2026-10-08
Murphy & Mullick Capital Management Corp
250$31.4K0.0%GrowthLowSmithtown, NY2026-11-02
Pacific Center for Financial Services
236$29.7K0.0%ETFMediumDanville, CA2026-10-15
Hazlett, Burt & Watson, Inc.
230$25.0K0.0%CoreVery LowWheeling, WV2026-11-04
Private Trust Co NA
211$26.5K0.0%CoreLowCleveland, OH2026-10-20
Downshift Financial, LLC
201$25.3K0.0%ETFLowBoulder, CO2026-10-13
BankChampaign, National Association
191$24.0K0.0%GrowthMediumChampaign, IL2026-10-19
Armstrong Advisory Group, Inc
175$22.0K0.0%ETFHighNeedham, MA2026-10-09
Piedmont Capital Management, LLC
160$20.1K0.0%CoreLowGreensboro, NC2026-10-21
Wilmington Savings Fund Society, FSB
160$20.1K0.0%CoreLowWilmington, DE2026-10-23
Harbor Asset Planning, Inc.
148$18.7K0.0%ETFVery LowBelmont, MA2026-10-23
Allspring Global Investments Holdings, LLC
135$17.0K0.0%CoreMediumCharlotte, NC2026-11-04
First Pacific Financial
132$16.6K0.0%ETFLowVancouver, WA2026-10-14
Creative Financial Designs Inc
118$14.8K0.0%ETFMediumKokomo, IN2026-11-04
Creative Capital Management Investments LLC
109$13.7K0.0%ETFLowSan Diego, CA2026-10-28
Physician Wealth Advisors, Inc.
102$12.8K0.0%ETFMediumMidvale, UT2026-10-20
Next Level Wealth Planning, LLC
101$12.7K0.0%ETFVery LowMeridian, ID2026-10-29
Abound Wealth Management
88$11.1K0.0%ETFVery LowFranklin, TN2026-10-26
LFA - Lugano Financial Advisors SA
87$10.9K0.0%ETFLowLugano, Switzerland2026-11-03
Balance Wealth Partners LLC
82$10.3K0.0%ETFMediumWorthington, OH2026-10-27
Latitude Advisors, LLC
71$9.0K0.0%ETFLowYorkville, IL2026-10-27
Golden State Wealth Management, LLC
67$8.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Investors Research Corp
50$6.3K0.0%ETFLowAtlanta, GA2026-10-07
Concord Wealth Partners
46$5.8K0.0%GrowthLowAbingdon, VA2026-11-02
Parkside Financial Bank & Trust
45$5.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Gilpin Wealth Management, LLC
44$5.5K0.0%GrowthLowDenver, CO2026-10-09
Pflug Koory, LLC
40$5.0K0.0%CoreVery LowOmaha, NE2026-10-26
Ascentis Wealth Management, LLC
38$4.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Avion Wealth
23$20.0%ETFLowThe Woodlands, TX2026-11-04
Mondrian Investment Partners LTD
14$1.8K0.0%YieldMediumLondon, United Kingdom2026-10-23
Triumph Capital Management
14$1.8K0.0%ETFMediumDenver, CO2026-10-14
Tsfg, LLC
10$10.0%ETFLowLake Forest, IL2026-10-23
Register Financial Advisors LLC
8$1.0K0.0%GARPLowAtlanta, GA2026-10-23
Valley National Advisers Inc
6$7540.0%ETFLowBethlehem, PA2026-10-23
Compass Financial Management LLC
3$3770.0%CoreN/ATampa, FL2026-10-30