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Ishares U.S. Energy ETF (IYE)

CUSIP: 464287796 | NYSE | 1192 institutional holders

Quarters

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

Three Seasons Wealth, LLC327,199
1.9% of portfolio›$21.2M
Summit Financial Consulting LLC135,494
6.4% of portfolio›$8.8M
Bright Rock Capital Management, LLC100,000
1.2% of portfolio›$6.5M
Cambridge Investment Research Advisors, Inc.95,064
0.0% of portfolio›$6.2K
Commonwealth Equity Services, LLC94,124
0.0% of portfolio›$6.1M
Wealth Enhancement Advisory Services, LLC73,221
0.0% of portfolio›$5.0M
Kestra Advisory Services, LLC72,287
0.0% of portfolio›$4.7M
Truist Financial Corp69,984
0.0% of portfolio›$4.5M
Advisortrust Partners, LLC54,867
1.1% of portfolio›$3.6M
Gerald Baker Financial Group LLC53,341
1.0% of portfolio›$3.5M
Artesa Financial Group, LLC48,413
2.5% of portfolio›$3.1M
Avidian Wealth Enterprises, LLC42,501
0.1% of portfolio›$2.8M
First Citizens Financial Corp35,451
1.0% of portfolio›$2.3M
Wealthstar Advisors, LLC34,757
0.6% of portfolio›$2.3M
Creative Planning29,047
0.0% of portfolio›$1.9M
Heartwood Wealth Advisors LLC28,267
0.1% of portfolio›$1.8M
True Freedom Investing, LLC27,991
0.3% of portfolio›$1.8M
Forte Asset Management LLC26,570
0.7% of portfolio›$1.7M
Csenge Advisory Group25,196
0.1% of portfolio›$1.6M
Foundation Wealth Management, LLC25,085
0.9% of portfolio›$1.6M
Crestwood Advisors Group, LLC24,759
0.0% of portfolio›$1.6M
Ballew Advisors, Inc23,960
0.8% of portfolio›$1.6M
Allen Investment Management, LLC23,562
0.0% of portfolio›$1.5M
Rockland Trust Co22,327
0.1% of portfolio›$1.4M
Northwest Wealth Advisors, LLC22,102
0.7% of portfolio›$1.4M
Pinkerton Wealth, LLC22,098
0.2% of portfolio›$1.4M
Asempa Wealth Advisors20,674
1.0% of portfolio›$1.4M
Commonwealth Retirement Investments LLC20,141
0.4% of portfolio›$1.3M
Wealth Management Partners, LLC19,855
0.3% of portfolio›$1.3M
Cottonwood Capital Advisors, LLC19,737
0.8% of portfolio›$1.3M
AK Global Asset Management, LLC18,832
2.5% of portfolio›$3.2M
Ironwood Financial, llc14,289
0.1% of portfolio›$925.9K
Founders Financial Securities LLC13,762
0.0% of portfolio›$891.8K
Blue Trust, Inc.13,716
0.0% of portfolio›$888.8K
Grove Bank & Trust13,608
0.1% of portfolio›$881.8K
Signature Estate & Investment Advisors LLC13,159
0.0% of portfolio›$852.7K
Buck Wealth Strategies, LLC12,971
0.1% of portfolio›$840.5K
Y-Intercept (Hong Kong) Ltd11,809
0.0% of portfolio›$765.2K
Fort Washington Investment Advisors Inc11,700
0.0% of portfolio›$758.2K
Davenport & Co LLC11,675
0.0% of portfolio›$756.5K
Strategic Blueprint, LLC11,179
0.0% of portfolio›$724.4K
Bernardo Wealth Planning LLC10,358
0.1% of portfolio›$671.3K
Grimes & Co Wealth Management, LLC10,325
0.0% of portfolio›$669.1K
Retirement Planning Group, LLC9,959
0.0% of portfolio›$645.3K
CrossGen Wealth, LLC9,333
0.4% of portfolio›$604.8K
Integrity Alliance, Llc.9,189
0.0% of portfolio›$595.4K
Meridian Wealth Management, LLC9,046
0.0% of portfolio›$586.2K
Narwhal Capital Management8,825
0.0% of portfolio›$571.9K
Farther Finance Advisors, LLC8,761
0.0% of portfolio›$567.7K
MCF Advisors LLC8,336
0.0% of portfolio›$540.2K
True Private Wealth Advisors8,206
0.0% of portfolio›$531.8K
Magnus Financial Group LLC7,996
0.0% of portfolio›$518.1K
AlphaCore Capital LLC7,525
0.0% of portfolio›$487.6K
Capital Investment Advisors, LLC7,361
0.0% of portfolio›$477.0K
Lakeshore Capital Group, Inc.7,061
0.3% of portfolio›$457.6K
Pekin Hardy Strauss, Inc.7,007
0.0% of portfolio›$454.1K
Clearwave Capital, LLC6,981
0.2% of portfolio›$452.4K
Chemistry Wealth Management LLC6,976
0.1% of portfolio›$452.0K
Lazari Capital Management, Inc.6,950
0.1% of portfolio›$450.4K
Kestra Private Wealth Services, LLC6,929
0.0% of portfolio›$449.0K
Chicago Partners Investment Group LLC6,892
0.0% of portfolio›$502.6K
Concurrent Investment Advisors, LLC6,575
0.0% of portfolio›$426.1K
International Assets Investment Management, LLC6,399
0.0% of portfolio›$422.2K
Griffin Asset Management, Inc.6,154
0.0% of portfolio›$398.8K
Appleton Partners Inc6,089
0.0% of portfolio›$395
Adirondack Capital Advisors, LLC6,060
0.2% of portfolio›$392.7K
Cassaday & Co Wealth Management LLC5,888
0.0% of portfolio›$381.5K
Financial Partners Group, Inc5,834
0.0% of portfolio›$378.1K
Independent Financial Group, LLC5,708
0.0% of portfolio›$369.9K
Promethium Advisors,llc5,670
0.2% of portfolio›$367.4K
Sigma Planning Corp5,628
0.0% of portfolio›$335.8K
Brookstone Capital Management5,521
0.0% of portfolio›$357.8K
Christensen, King & Associates Investment Services, Inc.5,342
0.1% of portfolio›$346.2K
Kraft, Davis & Associates, LLC5,315
0.1% of portfolio›$380.0K
Citizens Financial Group Inc5,017
0.0% of portfolio›$325.1K
First Citizens Bank & Trust Co5,000
0.0% of portfolio›$324.0K
Global Financial Private Client, LLC4,968
0.1% of portfolio›$321.9K
Montag A & Associates Inc4,925
0.0% of portfolio›$319.1K
Apollon Wealth Management, LLC4,911
0.0% of portfolio›$318.2K
Asset One Wealth Management LLC4,866
0.0% of portfolio›$315.3K
Legacy Wealth Partners, LLC4,583
0.1% of portfolio›$297.0K
Ashton Thomas Private Wealth, LLC4,459
0.0% of portfolio›$288.9K
Millennium Capital Advisors, LLC4,337
0.1% of portfolio›$281.0K
Councilor Wealth, LLC4,237
0.1% of portfolio›$274.6K
Rosenberg Matthew Hamilton4,236
0.0% of portfolio›$274.5K
Lodestar Private Asset Management LLC4,148
0.0% of portfolio›$268.8K
Lantz Financial LLC4,140
0.0% of portfolio›$268.3K
Montecito Bank & Trust4,126
0.0% of portfolio›$267.4K
Prospera Financial Services Inc4,050
0.0% of portfolio›$299.1K
Simplex Trading, LLC3,995
0.0% of portfolio›$258.9K
Nearside Advisors, LLC3,867
0.2% of portfolio›$250.6K
Summit Financial Wealth Advisors, LLC3,862
0.0% of portfolio›$250.3K
Kingswood Wealth Advisors, LLC3,842
0.0% of portfolio›$249.0K
Hubbell Strickland Wealth Management, LLC3,815
0.1% of portfolio›$247.2K
Prime Capital Investment Advisors, LLC3,711
0.0% of portfolio›$240.5K
Aspiriant, LLC3,654
0.0% of portfolio›$236.8K
Milestone Asset Management Group, LLC3,648
0.1% of portfolio›$236.4K
Trilogy Capital Inc.3,639
0.0% of portfolio›$235.8K
Clear Creek Financial Management, LLC3,572
0.0% of portfolio›$231.5K
Sprinkle Financial Consultants LLC3,535
0.1% of portfolio›$229.1K
Fifth Third Securities, Inc.3,349
0.0% of portfolio›$217.0K
AGP Franklin, LLC3,144
0.1% of portfolio›$203.7K
Atlas Private Wealth Advisors3,120
0.0% of portfolio›$202.2K
D.A. Davidson & Co.3,095
0.0% of portfolio›$200.6K
Investors Research Corp3,050
0.0% of portfolio›$197.6K
Parallel Advisors, LLC3,047
0.0% of portfolio›$197.4K
Citigroup Inc2,686
0.0% of portfolio›$174.1K
CoreCap Advisors, LLC2,667
0.0% of portfolio›$172.8K
Quest 10 Wealth Builders, Inc.2,286
0.1% of portfolio›$148.1K
Capital Investment Advisory Services, LLC2,046
0.0% of portfolio›$132.6K
Glass Jacobson Investment Advisors llc1,903
0.0% of portfolio›$123.3K
Spire Wealth Management1,596
0.0% of portfolio›$103.4K
Golden State Wealth Management, LLC1,594
0.0% of portfolio›$103.3K
Mainstream Capital Management LLC1,551
0.1% of portfolio›$100.5K
IFP Advisors, Inc1,204
0.0% of portfolio›$78.0K
Atlantic Edge Private Wealth Management, LLC1,140
0.0% of portfolio›$73.9K
Triumph Capital Management1,125
0.0% of portfolio›$72.9K
Signaturefd, LLC1,100
0.0% of portfolio›$71.3K
Financial Management Professionals, Inc.505
0.0% of portfolio›$32.7K
TD Waterhouse Canada Inc.501
0.0% of portfolio›$33.1K
Parkside Financial Bank & Trust500
0.0% of portfolio›$32.4K
Phillips Financial Management, LLC457
0.0% of portfolio›$29.6K
Register Financial Advisors LLC425
0.0% of portfolio›$27.5K
RMG Wealth Management LLC418
0.0% of portfolio›$29.6K
NBT Bank, N.A.372
0.0% of portfolio›$24.1K
Assetmark, Inc364
0.0% of portfolio›$23.6K
North Star Investment Management Corp.300
0.0% of portfolio›$19.4K
Physician Wealth Advisors, Inc.297
0.0% of portfolio›$19.3K
Balance Wealth Partners LLC287
0.0% of portfolio›$18.6K
CX Institutional239
0.0% of portfolio›$15
Independence Bank of Kentucky228
0.0% of portfolio›$14.8K
Tsfg, LLC225
0.0% of portfolio›$15
Gamma Investing LLC209
0.0% of portfolio›$13.5K
Vermillion Wealth Management, Inc.206
0.0% of portfolio›$13.4K
Versant Capital Management, Inc128
0.0% of portfolio›$8.3K
Armstrong Advisory Group, Inc112
0.0% of portfolio›$7.2K
Montgomery Financial Services LLC103
0.0% of portfolio›$6.7K
Provenance Wealth Advisors, LLC102
0.0% of portfolio›$6.6K
Capital Investment Counsel, Inc100
0.0% of portfolio›$6.5K
Signature Equity Partners, LLC81
0.0% of portfolio›$5.2K
Brown, Lisle Ings, Inc.74
0.0% of portfolio›$4.8K
Gilpin Wealth Management, LLC69
0.0% of portfolio›$4.5K
First Bancorp, Inc66
0.0% of portfolio›$4.3K
EverSource Wealth Advisors, LLC60
0.0% of portfolio›$3.9K
Valley Wealth Managers, Inc.45
0.0% of portfolio›$2.9K
Private Trust Co NA20
0.0% of portfolio›$1.3K
Concord Wealth Partners17
0.0% of portfolio›$1.1K
Valley National Advisers Inc17
0.0% of portfolio›$1.1K
Retirement Wealth Solutions LLC13
0.0% of portfolio›$821
Kroeger Financial Partners1
0.0% of portfolio›$65
StyleTurnoverLocationFiled
Three Seasons Wealth, LLC
327,199$21.2M1.9%GrowthMediumSalt Lake City, UT2026-11-03
Summit Financial Consulting LLC
135,494$8.8M6.4%ETFHighSterling Heights, MI2026-10-15
Bright Rock Capital Management, LLC
100,000$6.5M1.2%CoreMediumHanover, MA2026-10-05
Cambridge Investment Research Advisors, Inc.
95,064$6.2K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
94,124$6.1M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
73,221$5.0M0.0%CoreLowPlymouth, MN2026-10-13
Kestra Advisory Services, LLC
72,287$4.7M0.0%CoreLowAustin, TX2026-11-02
Truist Financial Corp
69,984$4.5M0.0%CoreLowCharlotte, NC2026-10-30
Advisortrust Partners, LLC
54,867$3.6M1.1%CoreHighRaleigh, NC2026-11-02
Gerald Baker Financial Group LLC
53,341$3.5M1.0%GARPLowArlington, TX2026-10-09
Artesa Financial Group, LLC
48,413$3.1M2.5%ETFLowConroe, TX2026-10-29
Avidian Wealth Enterprises, LLC
42,501$2.8M0.1%ETFLowHouston, TX2026-10-08
First Citizens Financial Corp
35,451$2.3M1.0%ETFLowMason City, IA2026-10-02
Wealthstar Advisors, LLC
34,757$2.3M0.6%ETFMediumPlano, TX2026-10-19
Creative Planning
29,047$1.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Heartwood Wealth Advisors LLC
28,267$1.8M0.1%ETFLowRichmond, VA2026-10-05
True Freedom Investing, LLC
27,991$1.8M0.3%CoreHighCoeur D'Alene, ID2026-10-29
Forte Asset Management LLC
26,570$1.7M0.7%ETFLowBedford, NY2026-10-13
Csenge Advisory Group
25,196$1.6M0.1%ETFMediumClearwater, FL2026-11-04
Foundation Wealth Management, LLC
25,085$1.6M0.9%ETFLowClayton, MO2026-10-22
Crestwood Advisors Group, LLC
24,759$1.6M0.0%GrowthLowBoston, MA2026-10-27
Ballew Advisors, Inc
23,960$1.6M0.8%ETFLowJackson, MS2026-10-05
Allen Investment Management, LLC
23,562$1.5M0.0%MomentumMediumNew York, NY2026-11-03
Rockland Trust Co
22,327$1.4M0.1%CoreLowHanover, MA2026-10-05
Northwest Wealth Advisors, LLC
22,102$1.4M0.7%ETFVery LowBellingham, WA2026-11-02
Pinkerton Wealth, LLC
22,098$1.4M0.2%CoreHighCoeur D Alene, ID2026-10-29
Asempa Wealth Advisors
20,674$1.4M1.0%ETFLowBaton Rouge, LA2026-10-07
Commonwealth Retirement Investments LLC
20,141$1.3M0.4%CoreMediumRichmond, VA2026-10-26
Wealth Management Partners, LLC
19,855$1.3M0.3%Agg GrowthLowTucson, AZ2026-10-21
Cottonwood Capital Advisors, LLC
19,737$1.3M0.8%ETFVery LowSalt Lake City, UT2026-10-20
AK Global Asset Management, LLC
18,832$3.2M2.5%Agg GrowthLowOakland, CA2026-10-27
Ironwood Financial, llc
14,289$925.9K0.1%ETFLowTucson, AZ2026-10-20
Founders Financial Securities LLC
13,762$891.8K0.0%ETFMediumTowson, MD2026-10-28
Blue Trust, Inc.
13,716$888.8K0.0%ETFLowBrentwood, TN2026-10-15
Grove Bank & Trust
13,608$881.8K0.1%ETFLowMiami, FL2026-10-08
Signature Estate & Investment Advisors LLC
13,159$852.7K0.0%ETFMediumLos Angeles, CA2026-10-13
Buck Wealth Strategies, LLC
12,971$840.5K0.1%ValueMediumDenver, CO2026-10-28
Y-Intercept (Hong Kong) Ltd
11,809$765.2K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Fort Washington Investment Advisors Inc
11,700$758.2K0.0%CoreLowCincinnati, OH2026-10-15
Davenport & Co LLC
11,675$756.5K0.0%CoreMediumRichmond, VA2026-10-14
Strategic Blueprint, LLC
11,179$724.4K0.0%ETFLowAtlanta, GA2026-10-22
Bernardo Wealth Planning LLC
10,358$671.3K0.1%ETFVery LowHarleysville, PA2026-10-23
Grimes & Co Wealth Management, LLC
10,325$669.1K0.0%CoreLowWestborough, MA2026-10-29
Retirement Planning Group, LLC
9,959$645.3K0.0%ETFVery LowLeawood, KS2026-10-19
CrossGen Wealth, LLC
9,333$604.8K0.4%CoreVery LowGreenville, NC2026-10-30
Integrity Alliance, Llc.
9,189$595.4K0.0%ETFMediumUrbandale, IA2026-10-29
Meridian Wealth Management, LLC
9,046$586.2K0.0%GrowthLowLexington, KY2026-11-05
Narwhal Capital Management
8,825$571.9K0.0%CoreLowMarietta, GA2026-11-04
Farther Finance Advisors, LLC
8,761$567.7K0.0%IndexLowSan Francisco, CA2026-10-08
MCF Advisors LLC
8,336$540.2K0.0%ETFLowLexington, KY2026-10-28
True Private Wealth Advisors
8,206$531.8K0.0%ETFMediumSalem, OR2026-10-19
Magnus Financial Group LLC
7,996$518.1K0.0%ETFLowNew York, NY2026-10-21
AlphaCore Capital LLC
7,525$487.6K0.0%ETFLowLa Jolla, CA2026-11-04
Capital Investment Advisors, LLC
7,361$477.0K0.0%CoreLowAtlanta, GA2026-10-22
Lakeshore Capital Group, Inc.
7,061$457.6K0.3%CoreVery LowRolling Meadows, IL2026-10-20
Pekin Hardy Strauss, Inc.
7,007$454.1K0.0%ValueMediumChicago, IL2026-11-02
Clearwave Capital, LLC
6,981$452.4K0.2%GrowthLowUpland, CA2026-10-27
Chemistry Wealth Management LLC
6,976$452.0K0.1%CoreLowNew York, NY2026-10-16
Lazari Capital Management, Inc.
6,950$450.4K0.1%GrowthLowBurbank, CA2026-10-20
Kestra Private Wealth Services, LLC
6,929$449.0K0.0%GrowthLowAustin, TX2026-10-30
Chicago Partners Investment Group LLC
6,892$502.6K0.0%GARPLowChicago, IL2026-10-27
Concurrent Investment Advisors, LLC
6,575$426.1K0.0%GrowthMediumTampa, FL2026-10-16
International Assets Investment Management, LLC
6,399$422.2K0.0%CoreVery HighOrlando, FL2026-11-02
Griffin Asset Management, Inc.
6,154$398.8K0.0%CoreLowNew York, NY2026-10-22
Appleton Partners Inc
6,089$3950.0%GrowthLowBoston, MA2026-10-30
Adirondack Capital Advisors, LLC
6,060$392.7K0.2%ETFVery LowSyracuse, NY2026-10-09
Cassaday & Co Wealth Management LLC
5,888$381.5K0.0%ETFVery LowMclean, VA2026-10-27
Financial Partners Group, Inc
5,834$378.1K0.0%ETFLowOverland Park, KS2026-10-19
Independent Financial Group, LLC
5,708$369.9K0.0%GrowthLowSan Diego, CA2026-10-13
Promethium Advisors,llc
5,670$367.4K0.2%CoreLowBethesda, MD2026-10-19
Sigma Planning Corp
5,628$335.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Brookstone Capital Management
5,521$357.8K0.0%ETFMediumWheaton, IL2026-10-22
Christensen, King & Associates Investment Services, Inc.
5,342$346.2K0.1%ETFVery LowRichland, WA2026-10-22
Kraft, Davis & Associates, LLC
5,315$380.0K0.1%ETFMediumSt. Louis, MO2026-10-21
Citizens Financial Group Inc
5,017$325.1K0.0%GrowthLowProvidence, RI2026-10-23
First Citizens Bank & Trust Co
5,000$324.0K0.0%CoreMediumRaleigh, NC2026-10-14
Global Financial Private Client, LLC
4,968$321.9K0.1%GrowthLowSarasota, FL2026-10-15
Montag A & Associates Inc
4,925$319.1K0.0%CoreLowAtlanta, GA2026-10-29
Apollon Wealth Management, LLC
4,911$318.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Asset One Wealth Management LLC
4,866$315.3K0.0%GrowthLowBellevue, WA2026-11-02
Legacy Wealth Partners, LLC
4,583$297.0K0.1%ETFHighLakewood, CO2026-10-15
Ashton Thomas Private Wealth, LLC
4,459$288.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Millennium Capital Advisors, LLC
4,337$281.0K0.1%GrowthLowLittle Rock, AR2026-10-16
Councilor Wealth, LLC
4,237$274.6K0.1%ETFLowBethesda, MD2026-10-09
Rosenberg Matthew Hamilton
4,236$274.5K0.0%ETFVery LowGrand Junction, CO2026-10-05
Lodestar Private Asset Management LLC
4,148$268.8K0.0%ETFLowAlamo, CA2026-10-26
Lantz Financial LLC
4,140$268.3K0.0%ETFLowNaperville, IL2026-10-15
Montecito Bank & Trust
4,126$267.4K0.0%GrowthVery LowSanta Barbara, CA2026-10-01
Prospera Financial Services Inc
4,050$299.1K0.0%CoreMediumDallas, TX2026-11-04
Simplex Trading, LLC
3,995$258.9K0.0%CoreVery HighChicago, IL2026-11-04
Nearside Advisors, LLC
3,867$250.6K0.2%Agg GrowthN/AIndianapolis, IN2026-10-20
Summit Financial Wealth Advisors, LLC
3,862$250.3K0.0%ETFLowLafayette, LA2026-10-15
Kingswood Wealth Advisors, LLC
3,842$249.0K0.0%GrowthLowSan Diego, CA2026-10-23
Hubbell Strickland Wealth Management, LLC
3,815$247.2K0.1%ETFVery LowNew Orleans, LA2026-10-29
Prime Capital Investment Advisors, LLC
3,711$240.5K0.0%ETFLowOverland Park, KS2026-10-20
Aspiriant, LLC
3,654$236.8K0.0%ETFVery LowLos Angeles, CA2026-10-16
Milestone Asset Management Group, LLC
3,648$236.4K0.1%ETFVery LowAvon, CT2026-10-20
Trilogy Capital Inc.
3,639$235.8K0.0%ETFMediumIrvine, CA2026-10-20
Clear Creek Financial Management, LLC
3,572$231.5K0.0%ETFMediumSilverdale, WA2026-10-28
Sprinkle Financial Consultants LLC
3,535$229.1K0.1%ETFLowLittleton, CO2026-10-09
Fifth Third Securities, Inc.
3,349$217.0K0.0%ETFLowCincinnati, OH2026-10-21
AGP Franklin, LLC
3,144$203.7K0.1%GrowthMediumFranklin, TN2026-11-04
Atlas Private Wealth Advisors
3,120$202.2K0.0%ETFLowRed Bank, NJ2026-10-23
D.A. Davidson & Co.
3,095$200.6K0.0%CoreLowGreat Falls, MT2026-10-28
Investors Research Corp
3,050$197.6K0.0%ETFLowAtlanta, GA2026-10-07
Parallel Advisors, LLC
3,047$197.4K0.0%IndexLowSan Francisco, CA2026-11-03
Citigroup Inc
2,686$174.1K0.0%CoreMediumNew York, NY2026-11-04
CoreCap Advisors, LLC
2,667$172.8K0.0%ETFMediumSouthfield, MI2026-10-08
Quest 10 Wealth Builders, Inc.
2,286$148.1K0.1%ETFLowFuquay-Varina, VA2026-11-02
Capital Investment Advisory Services, LLC
2,046$132.6K0.0%CoreMediumRaleigh, NC2026-10-30
Glass Jacobson Investment Advisors llc
1,903$123.3K0.0%ETFLowOwings Mills, MD2026-10-26
Spire Wealth Management
1,596$103.4K0.0%GrowthMediumMclean, VA2026-10-30
Golden State Wealth Management, LLC
1,594$103.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Mainstream Capital Management LLC
1,551$100.5K0.1%GrowthLowLos Angeles, CA2026-10-23
IFP Advisors, Inc
1,204$78.0K0.0%GrowthLowTampa, FL2026-10-16
Atlantic Edge Private Wealth Management, LLC
1,140$73.9K0.0%CoreLowJacksonville, FL2026-10-20
Triumph Capital Management
1,125$72.9K0.0%ETFMediumDenver, CO2026-10-14
Signaturefd, LLC
1,100$71.3K0.0%IndexLowAtlanta, GA2026-10-23
Financial Management Professionals, Inc.
505$32.7K0.0%ETFMediumAustin, TX2026-10-23
TD Waterhouse Canada Inc.
501$33.1K0.0%CoreLowToronto, Australia2026-10-16
Parkside Financial Bank & Trust
500$32.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Phillips Financial Management, LLC
457$29.6K0.0%ETFVery LowFort Wayne, IN2026-10-19
Register Financial Advisors LLC
425$27.5K0.0%GARPLowAtlanta, GA2026-10-23
RMG Wealth Management LLC
418$29.6K0.0%ETFVery HighPlatteville, WI2026-10-26
NBT Bank, N.A.
372$24.1K0.0%CoreLowNorwich, NY2026-10-21
Assetmark, Inc
364$23.6K0.0%ETFLowConcord, CA2026-10-21
North Star Investment Management Corp.
300$19.4K0.0%CoreLowChicago, IL2026-10-27
Physician Wealth Advisors, Inc.
297$19.3K0.0%ETFMediumMidvale, UT2026-10-20
Balance Wealth Partners LLC
287$18.6K0.0%ETFMediumWorthington, OH2026-10-27
CX Institutional
239$150.0%CoreMediumAuburn, IN2026-10-02
Independence Bank of Kentucky
228$14.8K0.0%GrowthLowOwensboro, KY2026-10-26
Tsfg, LLC
225$150.0%ETFLowLake Forest, IL2026-10-23
Gamma Investing LLC
209$13.5K0.0%IndexVery LowFoster City, CA2026-10-08
Vermillion Wealth Management, Inc.
206$13.4K0.0%ValueLowRosemount, MN2026-10-26
Versant Capital Management, Inc
128$8.3K0.0%GARPLowPhoenix, AZ2026-10-02
Armstrong Advisory Group, Inc
112$7.2K0.0%ETFHighNeedham, MA2026-10-09
Montgomery Financial Services LLC
103$6.7K0.0%ETFN/AOcean City, MD2026-11-03
Provenance Wealth Advisors, LLC
102$6.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Capital Investment Counsel, Inc
100$6.5K0.0%GrowthVery LowRaleigh, NC2026-10-20
Signature Equity Partners, LLC
81$5.2K0.0%GrowthMediumColumbus, OH2026-10-29
Brown, Lisle Ings, Inc.
74$4.8K0.0%CoreVery LowProvidence, RI2026-10-16
Gilpin Wealth Management, LLC
69$4.5K0.0%GrowthLowDenver, CO2026-10-09
First Bancorp, Inc
66$4.3K0.0%ValueVery LowDamariscotta, ME2026-10-26
EverSource Wealth Advisors, LLC
60$3.9K0.0%CoreMediumBirmingham, AL2026-11-04
Valley Wealth Managers, Inc.
45$2.9K0.0%GARPMediumParamus, NJ2026-10-09
Private Trust Co NA
20$1.3K0.0%CoreLowCleveland, OH2026-10-20
Concord Wealth Partners
17$1.1K0.0%GrowthLowAbingdon, VA2026-11-02
Valley National Advisers Inc
17$1.1K0.0%ETFLowBethlehem, PA2026-10-23
Retirement Wealth Solutions LLC
13$8210.0%ETFLowMarshfield, WI2026-10-07
Kroeger Financial Partners
1$650.0%ETFN/AGrass Valley, CA2026-10-19