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Ishares Morningstar Mid-Cap (IMCG)

CUSIP: 464288307 | NYSE | 824 institutional holders

Quarters

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

Vantagepoint Investment Advisers LLC2,943,606
2.1% of portfolio›$276.4M
RMG Wealth Management LLC1,358,033
13.7% of portfolio›$132.5M
Commonwealth Equity Services, LLC548,314
0.1% of portfolio›$51.5M
Victory Financial Group, LLC444,213
3.8% of portfolio›$41.7M
Cornerstone Planning Group LLC396,327
4.8% of portfolio›$38.5M
First Pacific Financial283,401
2.7% of portfolio›$26.6M
Orgel Wealth Management, LLC279,574
0.5% of portfolio›$26.2M
Eclectic Associates Inc266,843
2.8% of portfolio›$25.1M
Cosner Financial Group, LLC263,187
12.7% of portfolio›$24.0M
Avior Wealth Management, LLC261,421
0.6% of portfolio›$24.5M
Capital Wealth Management, LLC259,662
5.6% of portfolio›$24.4M
Beam Wealth Advisors, Inc.240,282
4.9% of portfolio›$22.6M
Rodgers & Associates, LTD231,710
2.1% of portfolio›$21.8M
Matrix Trust Co205,084
0.1% of portfolio›$19.3K
Steele Capital Management, Inc.205,084
0.7% of portfolio›$19.3M
Cambridge Investment Research Advisors, Inc.167,020
0.0% of portfolio›$15.7K
PTM Wealth Management, LLC166,015
6.9% of portfolio›$16.2M
Eagle Strategies LLC158,498
1.4% of portfolio›$14.9M
Creative Financial Designs Inc137,464
0.6% of portfolio›$12.9M
Sigma Planning Corp134,602
0.3% of portfolio›$12.6M
Certified Advisory Corp127,302
1.0% of portfolio›$12.0M
OxenFree Capital LLC115,293
4.8% of portfolio›$11.2M
Scott Capital Advisors, LLC114,721
1.6% of portfolio›$11.0M
PFS Partners, LLC103,798
4.0% of portfolio›$9.7M
Truist Financial Corp96,762
0.0% of portfolio›$9.1M
Verde Capital Management90,829
1.5% of portfolio›$8.5M
Rockport Wealth LLC90,163
1.5% of portfolio›$8.5M
Ddfg, Inc82,164
1.5% of portfolio›$7.7M
Ipsen Advisor Group LLC77,635
4.9% of portfolio›$7.3M
Marino, Stram & Associates LLC76,116
1.1% of portfolio›$7.1M
Oppenheimer & Co Inc74,865
0.1% of portfolio›$7.0M
Kestra Advisory Services, LLC73,029
0.0% of portfolio›$6.9M
Cerro Pacific Wealth Advisors LLC70,672
1.4% of portfolio›$6.6M
Saxon Interests, Inc.64,415
2.1% of portfolio›$6.0M
Advisory Solutions Group, LLC64,352
1.3% of portfolio›$6.0M
Wealth Enhancement Advisory Services, LLC63,910
0.0% of portfolio›$6.1M
Diversify Advisory Services, LLC59,319
0.1% of portfolio›$5.6M
Diversify Wealth Management, LLC59,319
0.1% of portfolio›$5.6M
Kellett Wealth Advisors, LLC58,423
2.0% of portfolio›$5.5M
Employees' Retirement Fund of the City of Fort Worth55,500
1.9% of portfolio›$5.2M
Creative Planning54,647
0.0% of portfolio›$5.1M
Kingswood Wealth Advisors, LLC52,903
0.2% of portfolio›$5.0M
Steinberganna Wealth Management50,248
2.0% of portfolio›$4.7M
Virtus Wealth Solutions LLC49,692
0.8% of portfolio›$4.7M
Black Diamond Financial, LLC42,596
0.3% of portfolio›$4.0M
Valley National Advisers Inc40,916
0.4% of portfolio›$3.8M
James J. Burns & Company, LLC40,285
0.4% of portfolio›$3.8M
Towne Trust Company, N.a39,785
1.1% of portfolio›$3.7M
Accel Wealth Management37,683
0.8% of portfolio›$3.5M
Retirement Planning Group, LLC34,221
0.1% of portfolio›$3.2M
Summit Wealth Group LLC / Co32,103
0.2% of portfolio›$3.0M
Family Legacy, Inc.30,782
0.8% of portfolio›$2.9M
IFS Advisors, LLC30,372
0.9% of portfolio›$2.9M
Caliber Wealth Management, LLC / KS29,857
0.3% of portfolio›$2.8M
Ignite Planners, LLC29,689
0.4% of portfolio›$2.8M
Elevation Capital Advisory, LLC29,406
1.1% of portfolio›$2.8M
Aire Advisors, LLC28,835
0.4% of portfolio›$2.7M
Capital Square, LLC28,455
1.2% of portfolio›$2.7M
Rhodes Investment Advisors Inc27,070
1.8% of portfolio›$2.5M
United Advisor Group, LLC26,665
0.2% of portfolio›$2.5M
Sovran Advisors, LLC26,478
0.2% of portfolio›$2.5M
GHP Investment Advisors, Inc.25,342
0.1% of portfolio›$2.4M
First Bank & Trust24,986
0.3% of portfolio›$2.3M
Visionary Wealth Advisors24,077
0.1% of portfolio›$2.3M
Stanich Group LLC22,061
1.0% of portfolio›$2.1M
Independent Financial Group, LLC21,939
0.0% of portfolio›$2.1M
Sagespring Wealth Partners, LLC21,778
0.0% of portfolio›$2.0M
PCA Investment Advisory Services Inc.20,895
0.5% of portfolio›$2.0M
Farther Finance Advisors, LLC20,685
0.0% of portfolio›$1.9M
Focus Financial Network, Inc.20,214
0.1% of portfolio›$1.9M
Courage Miller Partners, LLC20,004
0.5% of portfolio›$1.9M
Hunter Associates Investment Management LLC19,850
0.0% of portfolio›$1.9K
Nilsine Partners, LLC19,757
0.1% of portfolio›$1.9M
Key Client Fiduciary Advisors, LLC19,648
0.5% of portfolio›$1.8M
Carnegie Investment Counsel19,113
0.0% of portfolio›$1.8M
Nottingham Advisors, Inc.18,682
0.2% of portfolio›$1.8M
Capital Asset Advisory Services LLC17,071
0.1% of portfolio›$1.6M
Davenport & Co LLC16,441
0.0% of portfolio›$1.5M
HF Advisory Group, LLC15,772
0.4% of portfolio›$1.5M
McAdam, LLC15,767
0.1% of portfolio›$1.5M
Equity Wealth Partners, LLC15,627
0.5% of portfolio›$1.5M
B. Riley Wealth Advisors, Inc.15,314
0.1% of portfolio›$1.4M
Neumann Capital Management, LLC14,776
0.4% of portfolio›$1.4M
Silverlake Wealth Management LLC13,988
0.2% of portfolio›$1.3M
Citigroup Inc13,653
0.0% of portfolio›$1.3M
LaFleur & Godfrey LLC12,664
0.1% of portfolio›$1.2M
Vise Technologies, Inc.12,377
0.0% of portfolio›$1.2M
KPP Advisory Services LLC12,165
0.2% of portfolio›$1.1M
Park Avenue Securities LLC12,087
0.0% of portfolio›$1.1K
G&S Capital LLC11,938
0.3% of portfolio›$1.1M
Wealthcare Advisory Partners LLC11,556
0.0% of portfolio›$1.1M
AdvisorNet Financial, Inc11,436
0.0% of portfolio›$1.1M
Wilkerson Advisory Group LLC11,393
0.3% of portfolio›$1.1M
Integrity Wealth Partners, LLC11,327
0.8% of portfolio›$1.1M
Harbor Investment Advisory, LLC10,930
0.1% of portfolio›$1.0M
Signal Advisors Wealth, LLC10,528
0.0% of portfolio›$988.5K
Atria Investments, Inc10,453
0.0% of portfolio›$981.4K
Cape Investment Advisory, Inc.10,352
0.3% of portfolio›$972.0K
Willner & Heller, LLC10,350
0.6% of portfolio›$971.7K
Verdence Capital Advisors LLC9,845
0.0% of portfolio›$924.3K
HRC Wealth Management, LLC9,843
0.4% of portfolio›$924.1K
MGO One Seven LLC9,751
0.0% of portfolio›$915.5K
Cpwa, LLC9,482
1.0% of portfolio›$913.1K
Kestra Private Wealth Services, LLC9,141
0.0% of portfolio›$858.3K
AtlasMark Financial, Inc9,000
0.4% of portfolio›$845.0K
Sentinel Advisory Group, LLC8,961
0.3% of portfolio›$841.3K
PFG Advisors8,904
0.0% of portfolio›$836.0K
Ridgewood Investments LLC8,282
0.3% of portfolio›$777.6K
Mlp3, LLC8,156
0.7% of portfolio›$765.7K
Michels Family Financial, LLC7,924
0.5% of portfolio›$744.0K
Triangle Securities Wealth Management7,461
0.1% of portfolio›$700.5K
Innova Wealth Partners6,969
0.3% of portfolio›$654.3K
Onyx Bridge Wealth Group LLC6,855
0.1% of portfolio›$643.6K
D.A. Davidson & Co.6,470
0.0% of portfolio›$607.5K
Carrera Capital Advisors6,341
0.1% of portfolio›$595.4K
Prospera Financial Services Inc6,273
0.0% of portfolio›$584.8K
Buck Wealth Strategies, LLC6,181
0.1% of portfolio›$580.3K
Mayfair Advisory Group, LLC6,170
0.2% of portfolio›$579.3K
Heartwood Wealth Advisors LLC6,035
0.0% of portfolio›$566.6K
JIM Saulnier & Associates, LLC5,900
0.2% of portfolio›$553.9K
Investment Partners Asset Management, Inc.5,818
0.3% of portfolio›$546.3K
IFP Advisors, Inc5,785
0.0% of portfolio›$543.2K
Pinnacle Associates LTD5,597
0.0% of portfolio›$525.5K
Revisor Wealth Management LLC5,516
0.1% of portfolio›$516.3K
Asset Allocation Strategies LLC5,514
0.1% of portfolio›$517.7K
BlueChip Wealth Advisors LLC5,421
0.2% of portfolio›$509.0K
Flagstar Securities, Inc5,405
0.2% of portfolio›$507.5K
Kaizen Financial Strategies5,370
0.2% of portfolio›$504.2K
Prevail Innovative Wealth Advisors, LLC5,342
0.1% of portfolio›$513.3K
StoneX Group Inc.5,313
0.0% of portfolio›$504.4K
Assetmark, Inc5,249
0.0% of portfolio›$492.8K
Westside Investment Management, Inc.5,100
0.1% of portfolio›$482.7K
Fermata Advisors, LLC5,081
0.1% of portfolio›$477.0K
Trust Point Inc.4,651
0.0% of portfolio›$436.7K
High Net Worth Advisory Group LLC4,500
0.1% of portfolio›$422.5K
Secure Asset Management, LLC4,402
0.1% of portfolio›$413.3K
Journey Advisory Group, LLC4,385
0.0% of portfolio›$411.7K
Private Trust Co NA4,340
0.0% of portfolio›$407.5K
LexAurum Advisors, LLC4,296
0.0% of portfolio›$403.4K
Unified Investment Management4,291
0.4% of portfolio›$402.9K
LongView Wealth Management4,213
0.1% of portfolio›$395.6K
Studio Investment Management LLC4,081
0.1% of portfolio›$383.2K
Selby Wealth Management, LLC4,045
0.1% of portfolio›$379.8K
Monetary Solutions, Ltd3,997
0.3% of portfolio›$375.2K
Roman Butler Fullerton & Co3,989
0.1% of portfolio›$373.8K
Whitaker-Myers Wealth Managers, Ltd.3,987
0.1% of portfolio›$374.3K
Means Investment Co., Inc.3,868
0.0% of portfolio›$363.2K
Clark Asset Management, LLC3,845
0.0% of portfolio›$361.0K
Indivisible Partners3,819
0.0% of portfolio›$358.6K
Rede Wealth, LLC3,786
0.1% of portfolio›$355.5K
Kaydan Wealth Management, Inc.3,750
0.1% of portfolio›$352.1K
Dynamic Advisor Solutions LLC3,637
0.0% of portfolio›$341.5K
Trilogy Capital Inc.3,616
0.0% of portfolio›$339.5K
XY Planning Network, Inc.3,503
0.0% of portfolio›$328.9K
TKG Advisors, LLC3,355
0.1% of portfolio›$315.0K
Financial Management Network Inc3,341
0.0% of portfolio›$319.8K
FCG Investment Co3,324
0.1% of portfolio›$312.1K
Brookstone Capital Management3,110
0.0% of portfolio›$292.0K
Kendall Capital Management3,074
0.0% of portfolio›$288.6K
Evanson Financial, LLC3,000
0.0% of portfolio›$281.7K
RAM Investment Partners, LLC2,865
0.0% of portfolio›$269.0K
Asempa Wealth Advisors2,800
0.2% of portfolio›$265.3K
CFS Investment Advisory Services, LLC2,719
0.0% of portfolio›$264.6K
Dahring | Cusmano LLC2,673
0.1% of portfolio›$251.0K
FC Advisory LLC2,637
0.1% of portfolio›$247.6K
Procyon Advisors, LLC2,596
0.0% of portfolio›$243.7K
Opal Wealth Advisors, LLC2,572
0.1% of portfolio›$241.5K
Independent Wealth Network Inc.2,547
0.1% of portfolio›$239.1K
American National Bank & Trust2,512
0.0% of portfolio›$235.9K
Fiduciary Alliance LLC2,465
0.0% of portfolio›$231.4K
Cornerstone Wealth Management, LLC2,415
0.0% of portfolio›$226.7K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors2,412
0.0% of portfolio›$226.5K
International Assets Investment Management, LLC2,362
0.0% of portfolio›$223.8K
Parallel Advisors, LLC2,355
0.0% of portfolio›$221.1K
Breakwater Capital Group2,327
0.0% of portfolio›$218.5K
Flagship Harbor Advisors, LLC2,285
0.0% of portfolio›$214.5K
Sage Financial Group Inc2,265
0.0% of portfolio›$212.7K
Clear Creek Financial Management, LLC2,253
0.0% of portfolio›$211.5K
Granite Investment Partners, LLC2,210
0.0% of portfolio›$207.5K
Christensen, King & Associates Investment Services, Inc.2,188
0.1% of portfolio›$205.4K
City State Bank2,148
0.0% of portfolio›$201.7K
CX Institutional2,065
0.0% of portfolio›$194
Financial Perspectives, Inc1,937
0.0% of portfolio›$181.8K
Foresight Capital Management Advisors, Inc.1,786
0.1% of portfolio›$167.7K
First Horizon Corp1,627
0.0% of portfolio›$152.8K
Owl Creek Wealth Partners LLC1,550
0.0% of portfolio›$145.6K
TD Private Client Wealth LLC1,385
0.0% of portfolio›$130.0K
Provenance Wealth Advisors, LLC1,034
0.0% of portfolio›$97.1K
Triumph Capital Management1,008
0.0% of portfolio›$94.6K
Moisand Fitzgerald Tamayo, LLC774
0.0% of portfolio›$72.7K
Sfam, LLC635
0.0% of portfolio›$59.6K
Richards, Merrill & Peterson, Inc.510
0.0% of portfolio›$47.9K
Salomon & Ludwin, LLC488
0.0% of portfolio›$45.8K
Kingdom Financial Group Llc.466
0.0% of portfolio›$43.8K
Capital Advisors, Ltd. LLC453
0.0% of portfolio›$43
Mosley Wealth Management449
0.0% of portfolio›$42.7K
Oakworth Capital, Inc.420
0.0% of portfolio›$39.4K
St. Johns Investment Management Company, LLC358
0.0% of portfolio›$33.6K
Quaker Wealth Management, LLC339
0.0% of portfolio›$31.8K
Lanark Financial, Inc.323
0.0% of portfolio›$30.3K
Ashton Thomas Private Wealth, LLC318
0.0% of portfolio›$29.9K
Yankcom Partnership300
0.0% of portfolio›$28.2K
Financial Consulate, Inc297
0.0% of portfolio›$27.9K
Halbert Hargrove Global Advisors, LLC225
0.0% of portfolio›$21.2K
Elevation Wealth Partners, LLC223
0.0% of portfolio›$20.9K
Eastern Bank222
0.0% of portfolio›$20.8K
Hoey Investments, Inc171
0.0% of portfolio›$16.1K
Cedar Mountain Advisors, LLC121
0.0% of portfolio›$11.4K
EverSource Wealth Advisors, LLC105
0.0% of portfolio›$9.9K
Country Trust Bank89
0.0% of portfolio›$8.4K
Spire Wealth Management88
0.0% of portfolio›$8.3K
Pinnacle Bancorp, Inc.88
0.0% of portfolio›$8.3K
Abound Wealth Management87
0.0% of portfolio›$8.2K
Barnes Dennig Private Wealth Management LLC78
0.0% of portfolio›$7.3K
Asset Dedication, LLC67
0.0% of portfolio›$6.3K
Trust Co of Toledo NA63
0.0% of portfolio›$5.9K
Signaturefd, LLC60
0.0% of portfolio›$5.6K
Main Street Group, LTD55
0.0% of portfolio›$5.1K
EPG Wealth Management LLC48
0.0% of portfolio›$4.5K
Bfsg, LLC44
0.0% of portfolio›$4.1K
Keystone Financial Group, Inc.40
0.0% of portfolio›$3.8K
Lloyd Advisory Services, Llc.36
0.0% of portfolio›$3.4K
GK Wealth Management LLC30
0.0% of portfolio›$2.8K
CoreCap Advisors, LLC24
0.0% of portfolio›$2.3K
Central Pacific Bank - Trust Division18
0.0% of portfolio›$1.7K
Register Financial Advisors LLC9
0.0% of portfolio›$845
Morton Brown Family Wealth, LLC5
0.0% of portfolio›$469
Signature Equity Partners, LLC5
0.0% of portfolio›$469
StyleTurnoverLocationFiled
Vantagepoint Investment Advisers LLC
2,943,606$276.4M2.1%ETFVery LowWashington, DC2026-10-26
RMG Wealth Management LLC
1,358,033$132.5M13.7%ETFVery HighPlatteville, WI2026-10-26
Commonwealth Equity Services, LLC
548,314$51.5M0.1%ETFLowWaltham, MA2026-11-02
Victory Financial Group, LLC
444,213$41.7M3.8%ETFLowAustin, TX2026-10-27
Cornerstone Planning Group LLC
396,327$38.5M4.8%ETFMediumFairfield, NJ2026-10-16
First Pacific Financial
283,401$26.6M2.7%ETFLowVancouver, WA2026-10-14
Orgel Wealth Management, LLC
279,574$26.2M0.5%ETFMediumAltoona, WI2026-10-14
Eclectic Associates Inc
266,843$25.1M2.8%ETFVery LowFullerton, CA2026-10-09
Cosner Financial Group, LLC
263,187$24.0M12.7%ETFLowWindsor, CO2026-11-03
Avior Wealth Management, LLC
261,421$24.5M0.6%ETFMediumOmaha, NE2026-10-13
Capital Wealth Management, LLC
259,662$24.4M5.6%ETFVery LowW. Warwick, RI2026-10-27
Beam Wealth Advisors, Inc.
240,282$22.6M4.9%ETFMediumCovington, LA2026-11-03
Rodgers & Associates, LTD
231,710$21.8M2.1%ETFVery LowLancaster, PA2026-10-20
Matrix Trust Co
205,084$19.3K0.1%ETFLowDenver, CO2026-10-07
Steele Capital Management, Inc.
205,084$19.3M0.7%ETFVery LowDubuque, IA2026-11-02
Cambridge Investment Research Advisors, Inc.
167,020$15.7K0.0%ETFLowFairfield, IA2026-11-02
PTM Wealth Management, LLC
166,015$16.2M6.9%ETFLowNorth Wales, PA2026-10-23
Eagle Strategies LLC
158,498$14.9M1.4%ETFLowNew York, NY2026-10-16
Creative Financial Designs Inc
137,464$12.9M0.6%ETFMediumKokomo, IN2026-11-04
Sigma Planning Corp
134,602$12.6M0.3%GrowthMediumAnn Arbor, MI2026-10-23
Certified Advisory Corp
127,302$12.0M1.0%ETFLowAltamonte Springs, FL2026-10-29
OxenFree Capital LLC
115,293$11.2M4.8%N/ALowMelbourne, FL2026-10-07
Scott Capital Advisors, LLC
114,721$11.0M1.6%ETFVery LowPortland, OR2026-10-13
PFS Partners, LLC
103,798$9.7M4.0%ETFVery LowMine Hill, NJ2026-10-21
Truist Financial Corp
96,762$9.1M0.0%CoreLowCharlotte, NC2026-10-30
Verde Capital Management
90,829$8.5M1.5%ETFLowClarkston, MI2026-10-28
Rockport Wealth LLC
90,163$8.5M1.5%ETFMediumFairview Park, OH2026-11-03
Ddfg, Inc
82,164$7.7M1.5%ETFLowThousand Oaks, CA2026-10-15
Ipsen Advisor Group LLC
77,635$7.3M4.9%ETFLowLittle Rock, AR2026-10-29
Marino, Stram & Associates LLC
76,116$7.1M1.1%ETFVery LowBraintree, MA2026-10-22
Oppenheimer & Co Inc
74,865$7.0M0.1%CoreLowNew York, NY2026-10-26
Kestra Advisory Services, LLC
73,029$6.9M0.0%CoreLowAustin, TX2026-11-02
Cerro Pacific Wealth Advisors LLC
70,672$6.6M1.4%GrowthLowSan Luis Obispo, CA2026-10-22
Saxon Interests, Inc.
64,415$6.0M2.1%ETFMediumHouston, TX2026-10-26
Advisory Solutions Group, LLC
64,352$6.0M1.3%ETFN/APlymouth, MN2026-10-14
Wealth Enhancement Advisory Services, LLC
63,910$6.1M0.0%CoreLowPlymouth, MN2026-10-13
Diversify Advisory Services, LLC
59,319$5.6M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
59,319$5.6M0.1%GrowthMediumSandy, UT2026-10-20
Kellett Wealth Advisors, LLC
58,423$5.5M2.0%ETFMediumCincinnati, OH2026-10-15
Employees' Retirement Fund of the City of Fort Worth
55,500$5.2M1.9%ETFN/AFort Worth, TX2026-11-02
Creative Planning
54,647$5.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Kingswood Wealth Advisors, LLC
52,903$5.0M0.2%GrowthLowSan Diego, CA2026-10-23
Steinberganna Wealth Management
50,248$4.7M2.0%ETFLowHuntington, NY2026-10-23
Virtus Wealth Solutions LLC
49,692$4.7M0.8%Agg GrowthHighCranford, NJ2026-11-03
Black Diamond Financial, LLC
42,596$4.0M0.3%ETFVery LowTowson, MD2026-10-26
Valley National Advisers Inc
40,916$3.8M0.4%ETFLowBethlehem, PA2026-10-23
James J. Burns & Company, LLC
40,285$3.8M0.4%ETFVery LowMelville, NY2026-10-22
Towne Trust Company, N.a
39,785$3.7M1.1%CoreLowNewport News, VA2026-10-28
Accel Wealth Management
37,683$3.5M0.8%ETFLowWaverly, IA2026-10-13
Retirement Planning Group, LLC
34,221$3.2M0.1%ETFVery LowLeawood, KS2026-10-19
Summit Wealth Group LLC / Co
32,103$3.0M0.2%ETFHighColorado Springs, CO2026-10-29
Family Legacy, Inc.
30,782$2.9M0.8%CoreVery LowGreenville, SC2026-10-13
IFS Advisors, LLC
30,372$2.9M0.9%ETFLowOverland Park, KS2026-10-14
Caliber Wealth Management, LLC / KS
29,857$2.8M0.3%ETFLowOverland Park, KS2026-11-04
Ignite Planners, LLC
29,689$2.8M0.4%CoreLowSan Clemente, CA2026-10-14
Elevation Capital Advisory, LLC
29,406$2.8M1.1%ETFVery HighBend, OR2026-10-29
Aire Advisors, LLC
28,835$2.7M0.4%ETFVery LowBeverly Hills, CA2026-10-22
Capital Square, LLC
28,455$2.7M1.2%YieldMediumAthens, TN2026-10-19
Rhodes Investment Advisors Inc
27,070$2.5M1.8%CoreMediumFort Worth, TX2026-10-07
United Advisor Group, LLC
26,665$2.5M0.2%ETFLowCincinnati, OH2026-11-03
Sovran Advisors, LLC
26,478$2.5M0.2%ETFMediumSan Diego, CA2026-11-02
GHP Investment Advisors, Inc.
25,342$2.4M0.1%CoreVery LowDenver, CO2026-10-15
First Bank & Trust
24,986$2.3M0.3%CoreLowBrookings, SD2026-10-19
Visionary Wealth Advisors
24,077$2.3M0.1%ETFLowO'Fallon, IL2026-11-04
Stanich Group LLC
22,061$2.1M1.0%ETFVery LowMontauk, NY2026-10-16
Independent Financial Group, LLC
21,939$2.1M0.0%GrowthLowSan Diego, CA2026-10-13
Sagespring Wealth Partners, LLC
21,778$2.0M0.0%ETFLowFranklin, TN2026-10-22
PCA Investment Advisory Services Inc.
20,895$2.0M0.5%ETFVery LowCincinnati, OH2026-10-13
Farther Finance Advisors, LLC
20,685$1.9M0.0%IndexLowSan Francisco, CA2026-10-08
Focus Financial Network, Inc.
20,214$1.9M0.1%ETFLowMinneapolis, MN2026-10-14
Courage Miller Partners, LLC
20,004$1.9M0.5%ETFVery LowNorfolk, VA2026-10-21
Hunter Associates Investment Management LLC
19,850$1.9K0.0%CoreLowPittsburgh, PA2026-10-26
Nilsine Partners, LLC
19,757$1.9M0.1%CoreMediumGreenwood Village, CO2026-11-02
Key Client Fiduciary Advisors, LLC
19,648$1.8M0.5%ValueMediumFairfield, NJ2026-10-19
Carnegie Investment Counsel
19,113$1.8M0.0%CoreLowPepper Pike, OH2026-10-20
Nottingham Advisors, Inc.
18,682$1.8M0.2%ETFLowAmherst, NY2026-10-29
Capital Asset Advisory Services LLC
17,071$1.6M0.1%ETFLowWilliamston, MI2026-10-30
Davenport & Co LLC
16,441$1.5M0.0%CoreMediumRichmond, VA2026-10-14
HF Advisory Group, LLC
15,772$1.5M0.4%ValueLowAnnapolis, MD2026-10-09
McAdam, LLC
15,767$1.5M0.1%ETFLowPhiladelphia, PA2026-10-21
Equity Wealth Partners, LLC
15,627$1.5M0.5%ETFVery LowIndependence, MO2026-10-26
B. Riley Wealth Advisors, Inc.
15,314$1.4M0.1%GrowthLowMemphis, TN2026-10-13
Neumann Capital Management, LLC
14,776$1.4M0.4%GrowthVery LowFoster City, CA2026-10-15
Silverlake Wealth Management LLC
13,988$1.3M0.2%ETFLowWilliston, VT2026-10-21
Citigroup Inc
13,653$1.3M0.0%CoreMediumNew York, NY2026-11-04
LaFleur & Godfrey LLC
12,664$1.2M0.1%GrowthLowGrand Rapids, MI2026-10-27
Vise Technologies, Inc.
12,377$1.2M0.0%IndexLowNew York, NY2026-10-29
KPP Advisory Services LLC
12,165$1.1M0.2%GrowthMediumLouisville, KY2026-10-26
Park Avenue Securities LLC
12,087$1.1K0.0%ETFMediumNew York, NY2026-10-26
G&S Capital LLC
11,938$1.1M0.3%CoreMediumDenver, CO2026-10-23
Wealthcare Advisory Partners LLC
11,556$1.1M0.0%ETFLowWest Chester, PA2026-10-21
AdvisorNet Financial, Inc
11,436$1.1M0.0%ETFLowMinnetonka, MN2026-10-15
Wilkerson Advisory Group LLC
11,393$1.1M0.3%ETFMediumColumbia, MO2026-10-20
Integrity Wealth Partners, LLC
11,327$1.1M0.8%ETFN/AWalnut Creek, CA2026-10-14
Harbor Investment Advisory, LLC
10,930$1.0M0.1%GrowthLowLutherville, MD2026-10-13
Signal Advisors Wealth, LLC
10,528$988.5K0.0%ETFLowDetroit, MI2026-10-13
Atria Investments, Inc
10,453$981.4K0.0%CoreMediumCharlotte, NC2026-10-15
Cape Investment Advisory, Inc.
10,352$972.0K0.3%ETFLowMcdonough, GA2026-10-13
Willner & Heller, LLC
10,350$971.7K0.6%GrowthLowEncino, CA2026-10-28
Verdence Capital Advisors LLC
9,845$924.3K0.0%CoreMediumHunt Valley, MD2026-10-26
HRC Wealth Management, LLC
9,843$924.1K0.4%ETFVery LowMoscow, ID2026-10-16
MGO One Seven LLC
9,751$915.5K0.0%GrowthLowBeachwood, OH2026-10-28
Cpwa, LLC
9,482$913.1K1.0%GrowthN/AHood River, OR2026-11-04
Kestra Private Wealth Services, LLC
9,141$858.3K0.0%GrowthLowAustin, TX2026-10-30
AtlasMark Financial, Inc
9,000$845.0K0.4%ETFVery LowAustin, TX2026-10-13
Sentinel Advisory Group, LLC
8,961$841.3K0.3%ETFVery LowMiddleton, WI2026-10-20
PFG Advisors
8,904$836.0K0.0%ETFMediumPhoenix, AZ2026-10-16
Ridgewood Investments LLC
8,282$777.6K0.3%ValueMediumSpringfield, NJ2026-10-05
Mlp3, LLC
8,156$765.7K0.7%CoreVery LowLinwood, NJ2026-10-22
Michels Family Financial, LLC
7,924$744.0K0.5%ETFLowFort Worth, TX2026-11-02
Triangle Securities Wealth Management
7,461$700.5K0.1%CoreLowRaleigh, NC2026-10-14
Innova Wealth Partners
6,969$654.3K0.3%ETFHighNewtown, PA2026-10-21
Onyx Bridge Wealth Group LLC
6,855$643.6K0.1%ETFMediumTarrytown, NY2026-10-16
D.A. Davidson & Co.
6,470$607.5K0.0%CoreLowGreat Falls, MT2026-10-28
Carrera Capital Advisors
6,341$595.4K0.1%ETFMediumTroy, MI2026-11-03
Prospera Financial Services Inc
6,273$584.8K0.0%CoreMediumDallas, TX2026-11-04
Buck Wealth Strategies, LLC
6,181$580.3K0.1%ValueMediumDenver, CO2026-10-28
Mayfair Advisory Group, LLC
6,170$579.3K0.2%ETFLowBirmingham, AL2026-10-20
Heartwood Wealth Advisors LLC
6,035$566.6K0.0%ETFLowRichmond, VA2026-10-05
JIM Saulnier & Associates, LLC
5,900$553.9K0.2%ETFLowFort Collins, CO2026-11-04
Investment Partners Asset Management, Inc.
5,818$546.3K0.3%CoreLowMetuchen, NJ2026-10-09
IFP Advisors, Inc
5,785$543.2K0.0%GrowthLowTampa, FL2026-10-16
Pinnacle Associates LTD
5,597$525.5K0.0%CoreLowNew York, NY2026-10-20
Revisor Wealth Management LLC
5,516$516.3K0.1%CoreLowAkron, OH2026-10-20
Asset Allocation Strategies LLC
5,514$517.7K0.1%ETFMediumFarmington, MI2026-10-20
BlueChip Wealth Advisors LLC
5,421$509.0K0.2%ETFMediumMilton, GA2026-11-03
Flagstar Securities, Inc
5,405$507.5K0.2%ETFVery LowNew York, NY2026-10-15
Kaizen Financial Strategies
5,370$504.2K0.2%ETFMediumCampbell, CA2026-10-09
Prevail Innovative Wealth Advisors, LLC
5,342$513.3K0.1%CoreVery HighLeawood, KS2026-10-20
StoneX Group Inc.
5,313$504.4K0.0%ETFMediumNew York, NY2026-11-03
Assetmark, Inc
5,249$492.8K0.0%ETFLowConcord, CA2026-10-21
Westside Investment Management, Inc.
5,100$482.7K0.1%GrowthLowSanta Monica, CA2026-11-02
Fermata Advisors, LLC
5,081$477.0K0.1%ETFLowSonoma, CA2026-10-13
Trust Point Inc.
4,651$436.7K0.0%CoreMediumLa Crosse, WI2026-10-27
High Net Worth Advisory Group LLC
4,500$422.5K0.1%ETFVery LowNaples, FL2026-10-26
Secure Asset Management, LLC
4,402$413.3K0.1%GrowthMediumTroy, MI2026-10-19
Journey Advisory Group, LLC
4,385$411.7K0.0%CoreMediumCovington, KY2026-11-04
Private Trust Co NA
4,340$407.5K0.0%CoreLowCleveland, OH2026-10-20
LexAurum Advisors, LLC
4,296$403.4K0.0%ETFLowOverland Park, KS2026-10-19
Unified Investment Management
4,291$402.9K0.4%CoreLowAtlanta, GA2026-10-14
LongView Wealth Management
4,213$395.6K0.1%ETFLowAtlanta, GA2026-10-19
Studio Investment Management LLC
4,081$383.2K0.1%ETFLowChicago, IL2026-10-22
Selby Wealth Management, LLC
4,045$379.8K0.1%ETFVery LowEmeryville, CA2026-10-16
Monetary Solutions, Ltd
3,997$375.2K0.3%ETFVery LowDayton, OH2026-10-22
Roman Butler Fullerton & Co
3,989$373.8K0.1%GrowthMediumSt Louis, MO2026-10-27
Whitaker-Myers Wealth Managers, Ltd.
3,987$374.3K0.1%ETFMediumMansfield, OH2026-10-09
Means Investment Co., Inc.
3,868$363.2K0.0%GrowthVery LowBangor, ME2026-11-03
Clark Asset Management, LLC
3,845$361.0K0.0%ETFVery LowStratham, NH2026-10-19
Indivisible Partners
3,819$358.6K0.0%GrowthMediumClearwater, FL2026-10-26
Rede Wealth, LLC
3,786$355.5K0.1%ValueMediumCharlottesville, VA2026-10-22
Kaydan Wealth Management, Inc.
3,750$352.1K0.1%ETFMediumFenton, MI2026-10-08
Dynamic Advisor Solutions LLC
3,637$341.5K0.0%ETFLowPhoenix, AZ2026-10-13
Trilogy Capital Inc.
3,616$339.5K0.0%ETFMediumIrvine, CA2026-10-20
XY Planning Network, Inc.
3,503$328.9K0.0%ETFLowBozeman, MT2026-10-14
TKG Advisors, LLC
3,355$315.0K0.1%MomentumMediumValparaiso, IN2026-11-02
Financial Management Network Inc
3,341$319.8K0.0%ETFLowMission Viejo, CA2026-10-09
FCG Investment Co
3,324$312.1K0.1%GrowthHighGermantown, TN2026-10-13
Brookstone Capital Management
3,110$292.0K0.0%ETFMediumWheaton, IL2026-10-22
Kendall Capital Management
3,074$288.6K0.0%GARPLowRockville, MD2026-10-23
Evanson Financial, LLC
3,000$281.7K0.0%ETFN/AMclean, VA2026-10-23
RAM Investment Partners, LLC
2,865$269.0K0.0%ETFLowBellevue, WA2026-10-21
Asempa Wealth Advisors
2,800$265.3K0.2%ETFLowBaton Rouge, LA2026-10-07
CFS Investment Advisory Services, LLC
2,719$264.6K0.0%ETFMediumTotowa, NJ2026-10-19
Dahring | Cusmano LLC
2,673$251.0K0.1%ETFLowNovi, MI2026-11-03
FC Advisory LLC
2,637$247.6K0.1%ETFVery LowWest Chester, PA2026-10-05
Procyon Advisors, LLC
2,596$243.7K0.0%CoreVery LowShelton, CT2026-10-21
Opal Wealth Advisors, LLC
2,572$241.5K0.1%ETFLowJericho, NY2026-10-16
Independent Wealth Network Inc.
2,547$239.1K0.1%ETFMediumUrbandale, IA2026-10-19
American National Bank & Trust
2,512$235.9K0.0%CoreVery LowWichita Falls, TX2026-10-07
Fiduciary Alliance LLC
2,465$231.4K0.0%CoreMediumGreenville, SC2026-10-13
Cornerstone Wealth Management, LLC
2,415$226.7K0.0%ETFVery LowSt. Peters, MO2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
2,412$226.5K0.0%ETFMediumWestlake, OH2026-10-14
International Assets Investment Management, LLC
2,362$223.8K0.0%CoreVery HighOrlando, FL2026-11-02
Parallel Advisors, LLC
2,355$221.1K0.0%IndexLowSan Francisco, CA2026-11-03
Breakwater Capital Group
2,327$218.5K0.0%ETFLowParamus, NJ2026-10-09
Flagship Harbor Advisors, LLC
2,285$214.5K0.0%ETFMediumBoston, MA2026-10-26
Sage Financial Group Inc
2,265$212.7K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Clear Creek Financial Management, LLC
2,253$211.5K0.0%ETFMediumSilverdale, WA2026-10-28
Granite Investment Partners, LLC
2,210$207.5K0.0%CoreMediumEl Segundo, CA2026-11-04
Christensen, King & Associates Investment Services, Inc.
2,188$205.4K0.1%ETFVery LowRichland, WA2026-10-22
City State Bank
2,148$201.7K0.0%GrowthVery LowNorwalk, IA2026-10-20
CX Institutional
2,065$1940.0%CoreMediumAuburn, IN2026-10-02
Financial Perspectives, Inc
1,937$181.8K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Foresight Capital Management Advisors, Inc.
1,786$167.7K0.1%CoreMediumSaline, MI2026-10-27
First Horizon Corp
1,627$152.8K0.0%CoreLowMemphis, TN2026-10-26
Owl Creek Wealth Partners LLC
1,550$145.6K0.0%IndexLowGreenwood Village, CO2026-10-20
TD Private Client Wealth LLC
1,385$130.0K0.0%ETFLowNew York, NY2026-10-28
Provenance Wealth Advisors, LLC
1,034$97.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Triumph Capital Management
1,008$94.6K0.0%ETFMediumDenver, CO2026-10-14
Moisand Fitzgerald Tamayo, LLC
774$72.7K0.0%ETFVery LowOrlando, FL2026-10-15
Sfam, LLC
635$59.6K0.0%ETFVery LowElmhurst, IL2026-11-03
Richards, Merrill & Peterson, Inc.
510$47.9K0.0%GrowthLowSpokane, WA2026-10-19
Salomon & Ludwin, LLC
488$45.8K0.0%ETFVery LowRichmond, VA2026-10-29
Kingdom Financial Group Llc.
466$43.8K0.0%ETFMediumPeoria, AZ2026-11-04
Capital Advisors, Ltd. LLC
453$430.0%ETFLowShaker Heights, OH2026-10-27
Mosley Wealth Management
449$42.7K0.0%ETFHighAnaheim, CA2026-10-16
Oakworth Capital, Inc.
420$39.4K0.0%ETFLowBirmingham, AL2026-10-26
St. Johns Investment Management Company, LLC
358$33.6K0.0%CoreVery LowJacksonville, FL2026-10-30
Quaker Wealth Management, LLC
339$31.8K0.0%ETFMediumMoorestown, NJ2026-10-22
Lanark Financial, Inc.
323$30.3K0.0%CoreMediumBirmingham, AL2026-10-26
Ashton Thomas Private Wealth, LLC
318$29.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Yankcom Partnership
300$28.2K0.0%CoreVery LowYankton, SD2026-10-15
Financial Consulate, Inc
297$27.9K0.0%ETFLowHunt Valley, MD2026-10-23
Halbert Hargrove Global Advisors, LLC
225$21.2K0.0%ETFLowLong Beach, CA2026-10-16
Elevation Wealth Partners, LLC
223$20.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Eastern Bank
222$20.8K0.0%GrowthMediumBoston, MA2026-10-05
Hoey Investments, Inc
171$16.1K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Cedar Mountain Advisors, LLC
121$11.4K0.0%ETFVery LowLake Oswego, OR2026-10-15
EverSource Wealth Advisors, LLC
105$9.9K0.0%CoreMediumBirmingham, AL2026-11-04
Country Trust Bank
89$8.4K0.0%GrowthLowBloomington, IL2026-10-30
Spire Wealth Management
88$8.3K0.0%GrowthMediumMclean, VA2026-10-30
Pinnacle Bancorp, Inc.
88$8.3K0.0%CoreVery LowBeatrice, NE2026-10-21
Abound Wealth Management
87$8.2K0.0%ETFVery LowFranklin, TN2026-10-26
Barnes Dennig Private Wealth Management LLC
78$7.3K0.0%CoreLowCincinnati, OH2026-10-30
Asset Dedication, LLC
67$6.3K0.0%ETFLowSan Francisco, CA2026-11-03
Trust Co of Toledo NA
63$5.9K0.0%GrowthVery LowHolland, OH2026-10-16
Signaturefd, LLC
60$5.6K0.0%IndexLowAtlanta, GA2026-10-23
Main Street Group, LTD
55$5.1K0.0%ETFMediumGlen Allen, VA2026-10-28
EPG Wealth Management LLC
48$4.5K0.0%GrowthLowAtlanta, GA2026-11-03
Bfsg, LLC
44$4.1K0.0%CoreLowIrvine, CA2026-10-30
Keystone Financial Group, Inc.
40$3.8K0.0%ETFLowAtlanta, GA2026-10-13
Lloyd Advisory Services, Llc.
36$3.4K0.0%ETFVery HighSuwanee, GA2026-11-02
GK Wealth Management LLC
30$2.8K0.0%GARPVery HighReno, NV2026-10-09
CoreCap Advisors, LLC
24$2.3K0.0%ETFMediumSouthfield, MI2026-10-08
Central Pacific Bank - Trust Division
18$1.7K0.0%CoreMediumHonolulu, HI2026-10-06
Register Financial Advisors LLC
9$8450.0%GARPLowAtlanta, GA2026-10-23
Morton Brown Family Wealth, LLC
5$4690.0%ETFVery LowAllentown, PA2026-10-23
Signature Equity Partners, LLC
5$4690.0%GrowthMediumColumbus, OH2026-10-29