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Ishares ESG Msci KLD 400 ETF (DSI)

CUSIP: 464288570 | NYSE | 1216 institutional holders

Quarters

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

Commonwealth Equity Services, LLC211,296
0.0% of portfolio›$30.9M
Creative Planning207,131
0.0% of portfolio›$30.3M
Park Avenue Securities LLC167,532
0.0% of portfolio›$24.5K
Truist Financial Corp156,840
0.0% of portfolio›$22.9M
Gemmer Asset Management LLC137,567
1.3% of portfolio›$20.1M
Manchester Capital Management LLC128,700
2.6% of portfolio›$18.8M
Mascoma Wealth Management LLC82,200
2.2% of portfolio›$12.0M
Cambridge Investment Research Advisors, Inc.67,718
0.0% of portfolio›$9.9K
Sofi Wealth, LLC59,542
0.3% of portfolio›$8.7M
Choreo, LLC57,361
0.1% of portfolio›$8.4M
Strategic Point Investment Advisors, LLC56,749
1.1% of portfolio›$8.3M
Perigon Wealth Management, LLC56,137
0.1% of portfolio›$8.2M
Aspiriant, LLC54,558
0.2% of portfolio›$8.0M
Kestra Advisory Services, LLC49,667
0.0% of portfolio›$7.3M
Wealthcare Advisory Partners LLC47,244
0.1% of portfolio›$6.9M
Gradient Investments LLC46,505
0.1% of portfolio›$6.8M
Assetmark, Inc42,889
0.0% of portfolio›$6.3M
Gilbert Capital Group, Inc.41,619
4.3% of portfolio›$6.1M
First Affirmative Financial Network41,169
1.3% of portfolio›$6.0M
Vise Technologies, Inc.39,451
0.0% of portfolio›$5.8M
True Blue Financial, LLC36,916
2.0% of portfolio›$5.4M
Columbia Bank36,383
1.1% of portfolio›$5.3M
Diversified Enterprises, LLC35,877
0.2% of portfolio›$5.2M
Neumann Capital Management, LLC34,966
1.3% of portfolio›$5.1M
McClarren Financial Advisors, Inc.34,354
2.5% of portfolio›$5.0M
Bailard, Inc.33,429
0.1% of portfolio›$4.9M
Laurel Wealth Planning LLC33,390
2.1% of portfolio›$4.9M
Cranbrook Wealth Management, LLC33,340
0.9% of portfolio›$4.9M
Childress Capital Advisors, LLC31,101
0.7% of portfolio›$4.5M
Forbes J M & Co LLP29,832
0.3% of portfolio›$4.4M
Wealth Enhancement Advisory Services, LLC29,098
0.0% of portfolio›$4.3M
Fifth Third Wealth Advisors LLC28,071
0.1% of portfolio›$4.1M
Archer Investment Management, LLC26,536
1.2% of portfolio›$3.9M
Gibson Capital, LLC24,715
0.6% of portfolio›$3.6M
Wealthcare Capital Management LLC24,431
0.4% of portfolio›$3.6M
Eley Financial Management, Inc23,999
1.1% of portfolio›$3.5M
Accredited Investors Inc.23,880
0.1% of portfolio›$3.5M
Horst & Graben Wealth Management LLC23,811
0.5% of portfolio›$3.5M
Lido Advisors, LLC23,555
0.0% of portfolio›$3.4M
Sapient Capital LLC23,380
0.0% of portfolio›$3.4M
Stanich Group LLC22,980
1.6% of portfolio›$3.4M
Fingerlakes Wealth Management, Inc.22,849
1.8% of portfolio›$3.3M
Creekside Partners22,008
1.2% of portfolio›$3.2M
Schneider Downs Wealth Management Advisors, LP21,863
0.3% of portfolio›$3.2M
Chicago Partners Investment Group LLC21,815
0.1% of portfolio›$3.2M
Sharkey, Howes & Javer20,921
0.4% of portfolio›$3.1M
Boston Trust Walden Corp20,651
0.0% of portfolio›$3.0M
Altfest L J & Co Inc20,538
0.3% of portfolio›$3.0M
Basso Capital Management, L.P.20,364
0.6% of portfolio›$3.0M
Farther Finance Advisors, LLC20,087
0.0% of portfolio›$2.9M
Keybank National Association20,071
0.0% of portfolio›$2.9M
Shepherd Financial Partners LLC20,060
0.2% of portfolio›$2.9M
BigSur Wealth Management LLC20,000
0.7% of portfolio›$2.9M
Evergreen Capital Management LLC19,750
0.1% of portfolio›$2.9M
Arlington Financial Advisors, LLC19,501
0.4% of portfolio›$2.9M
HB Wealth Management, LLC19,226
0.0% of portfolio›$2.8M
Modera Wealth Management, LLC18,986
0.0% of portfolio›$2.8M
Cornerstone Wealth Management, LLC18,412
0.1% of portfolio›$2.7M
Revolve Wealth Partners, LLC17,750
0.3% of portfolio›$2.6M
SigFig Wealth Management, LLC17,365
0.1% of portfolio›$2.5M
Compass Financial Group, Inc. (Ohio)16,607
1.6% of portfolio›$2.4M
Bangor Savings Bank16,243
0.2% of portfolio›$2.4M
Tempus Wealth Planning, LLC16,004
0.4% of portfolio›$2.3M
Allodium Investment Consultants, LLC15,903
1.0% of portfolio›$2.3M
WoodTrust Financial Corp15,533
0.0% of portfolio›$2.3K
CX Institutional14,951
0.1% of portfolio›$2.2K
Kingswood Wealth Advisors, LLC14,936
0.1% of portfolio›$2.2M
Investors Research Corp14,679
0.4% of portfolio›$2.1M
PFG Advisors14,140
0.1% of portfolio›$2.1M
Concurrent Investment Advisors, LLC14,089
0.0% of portfolio›$2.1M
Great Diamond Partners, LLC13,284
0.3% of portfolio›$1.9M
White Lighthouse Investment Management Inc.13,162
0.2% of portfolio›$1.9M
Citizens Financial Group Inc12,909
0.0% of portfolio›$1.9M
SAX Wealth Advisors, LLC12,511
0.1% of portfolio›$1.8M
Ashton Thomas Private Wealth, LLC12,477
0.0% of portfolio›$1.8M
Financial Insights, Inc.12,244
0.5% of portfolio›$1.8M
Sage Financial Group Inc12,108
0.1% of portfolio›$1.8M
Spire Wealth Management12,016
0.1% of portfolio›$1.8M
Apollon Wealth Management, LLC11,578
0.0% of portfolio›$1.7M
Boston Standard Wealth Management, LLC11,337
0.2% of portfolio›$1.7M
Sovran Advisors, LLC11,329
0.1% of portfolio›$1.7M
Focus Financial Network, Inc.10,927
0.0% of portfolio›$1.6M
Flagship Harbor Advisors, LLC10,671
0.1% of portfolio›$1.6M
MGO One Seven LLC10,411
0.0% of portfolio›$1.5M
OpenArc Corporate Advisory, LLC10,355
0.0% of portfolio›$1.5M
Impact Investors, Inc10,133
2.5% of portfolio›$1.5M
RFG Advisory, LLC9,906
0.0% of portfolio›$1.4M
Main Street Group, LTD9,634
0.3% of portfolio›$1.4M
Diversify Advisory Services, LLC9,283
0.0% of portfolio›$1.4M
Diversify Wealth Management, LLC9,283
0.0% of portfolio›$1.4M
D.A. Davidson & Co.9,199
0.0% of portfolio›$1.3M
Sagespring Wealth Partners, LLC9,060
0.0% of portfolio›$1.3M
Kestra Private Wealth Services, LLC9,042
0.0% of portfolio›$1.3M
Wealth Management Partners, LLC8,798
0.3% of portfolio›$1.3M
Citigroup Inc8,754
0.0% of portfolio›$1.3M
Bond & Devick Financial Network, Inc.8,709
0.3% of portfolio›$1.3M
Dynamic Advisor Solutions LLC8,705
0.0% of portfolio›$1.3M
Romano Brothers and Company8,120
0.1% of portfolio›$1.2M
Hill Island Financial LLC8,081
0.2% of portfolio›$1.2M
Clean Yield Group8,000
0.3% of portfolio›$1.2M
Mather Group, Llc.7,564
0.0% of portfolio›$1.1M
Tred Avon Family Wealth, LLC7,542
0.3% of portfolio›$1.1M
Acropolis Investment Management, LLC7,504
0.0% of portfolio›$1.1M
Harfst & Associates, Inc.7,390
0.2% of portfolio›$1.1M
Brookstone Capital Management7,334
0.0% of portfolio›$1.1M
BIP Wealth, LLC7,065
0.0% of portfolio›$1.0M
AlphaCore Capital LLC7,056
0.0% of portfolio›$1.0M
Vontobel Holding Ltd.6,920
0.0% of portfolio›$1.0M
Principle Wealth Partners LLC6,887
0.0% of portfolio›$1.0M
Willow Creek Wealth Management Inc.6,762
0.1% of portfolio›$988.5K
Zenith Solutions, Inc.6,688
0.9% of portfolio›$977.7K
FSA Wealth Partners, Inc.6,683
0.3% of portfolio›$976.9K
Advisory Solutions Group, LLC6,681
0.2% of portfolio›$976.6K
BAR Harbor Wealth Management6,550
0.1% of portfolio›$957.5K
Old Second National Bank of Aurora6,511
0.2% of portfolio›$951.8K
First Horizon Corp6,479
0.0% of portfolio›$947.1K
Halter Ferguson Financial Inc.6,469
0.2% of portfolio›$945.6K
Canandaigua National Bank & Trust Co6,265
0.1% of portfolio›$915.8K
Peak Financial Management, Inc.6,166
0.2% of portfolio›$901.3K
Zevenbergen Capital Investments LLC6,075
0.0% of portfolio›$888.0K
Birchwood Financial Partners, Inc.6,000
0.7% of portfolio›$877.1K
Atria Investments, Inc5,990
0.0% of portfolio›$875.6K
Mission Wealth Management, LP5,977
0.0% of portfolio›$873.7K
EverSource Wealth Advisors, LLC5,967
0.0% of portfolio›$872.3K
Golden State Wealth Management, LLC5,889
0.1% of portfolio›$860.9K
First Pacific Financial5,845
0.1% of portfolio›$854.5K
RCS Financial Planning, LLC5,811
0.5% of portfolio›$849.5K
Harbor Asset Planning, Inc.5,698
0.6% of portfolio›$832.9K
Lifelong Wealth Advisors, Inc.5,678
0.2% of portfolio›$830.0K
Midwest Trust Co5,648
0.0% of portfolio›$825.6K
Wealth Analytics Partners, LLC5,611
0.3% of portfolio›$820.2K
Ledyard National Bank5,584
0.1% of portfolio›$816.3K
Elyxium Wealth, LLC5,579
0.1% of portfolio›$815.6K
Marathon Wealth Advisors LLC5,313
0.3% of portfolio›$776.7K
Kathmere Capital Management, LLC5,236
0.0% of portfolio›$765.4K
Finley Financial, LLC5,225
0.3% of portfolio›$766.6K
Rede Wealth, LLC5,178
0.2% of portfolio›$756.9K
Prism Advisors, Inc.5,172
0.2% of portfolio›$767.5K
S.A. Mason LLC5,161
0.2% of portfolio›$754.4K
Burns J W & Co Inc5,160
0.1% of portfolio›$754.3K
Navigation Group, LLC5,130
0.1% of portfolio›$749.8K
Montecito Bank & Trust5,098
0.1% of portfolio›$745.2K
Sigma Planning Corp5,019
0.0% of portfolio›$733.7K
Johnson Bixby & Associates, LLC4,905
0.1% of portfolio›$717.0K
Traphagen Investment Advisors LLC4,902
0.0% of portfolio›$716.6K
Hoxton Planning & Management, LLC4,897
0.2% of portfolio›$715.8K
One Wealth Capital Management, LLC4,845
0.3% of portfolio›$708.2K
Altus Wealth Group LLC4,824
0.3% of portfolio›$705.2K
CoreCap Advisors, LLC4,752
0.0% of portfolio›$694.7K
StoneX Group Inc.4,544
0.0% of portfolio›$653.2K
Bigelow Investment Advisors, LLC4,468
0.2% of portfolio›$653.2K
West Financial Advisors, LLC4,457
0.1% of portfolio›$651.5K
MLG Wealth Management DBA Pine Grove Financial Group4,365
0.1% of portfolio›$638.1K
LWM Advisors Inc4,352
0.5% of portfolio›$636.2K
Cornerstone Planning Group LLC4,277
0.1% of portfolio›$638.3K
Magnus Financial Group LLC4,235
0.0% of portfolio›$619.1K
Parsons Capital Management Inc4,233
0.0% of portfolio›$618.8K
Verus Capital Partners, LLC4,172
0.0% of portfolio›$609.9K
Wesbanco Bank Inc4,004
0.0% of portfolio›$585.3K
Rockingstone Advisors LLC3,991
0.2% of portfolio›$583.4K
Crestwood Advisors Group, LLC3,928
0.0% of portfolio›$574.2K
KFA Private Wealth Group, LLC3,891
0.1% of portfolio›$568.9K
Rossmore Private Capital3,868
0.0% of portfolio›$565.4K
Trust Co of Vermont3,801
0.0% of portfolio›$555.6K
Carret Asset Management, LLC3,800
0.0% of portfolio›$555.5K
Onyx Bridge Wealth Group LLC3,746
0.0% of portfolio›$547.6K
Ulland Investment Advisors, LLC3,730
0.0% of portfolio›$545
TrinityBridge Ltd3,715
0.0% of portfolio›$543
Landaas & Co3,696
0.1% of portfolio›$540.3K
West Wealth Group, LLC3,664
0.1% of portfolio›$535.6K
Walkner Condon Financial Advisors LLC3,657
0.1% of portfolio›$534.6K
Hengehold Capital Management LLC3,637
0.0% of portfolio›$531.6K
Tennessee Valley Asset Management Partners3,612
0.1% of portfolio›$528.0K
Envision Financial LLC3,583
0.2% of portfolio›$523.7K
Myecfo, LLC3,500
0.2% of portfolio›$511.6K
Beacon Financial Group3,480
0.0% of portfolio›$508.7K
MassMutual Private Wealth & Trust, FSB3,477
0.0% of portfolio›$508.3K
W.H. Cornerstone Investments Inc.3,444
0.3% of portfolio›$503.5K
GC Wealth Management RIA, LLC3,421
0.0% of portfolio›$500.1K
Well Done, LLC3,393
0.1% of portfolio›$496.0K
Birch Hill Investment Advisors LLC3,384
0.0% of portfolio›$494.7K
Oregon Pacific Wealth Management, LLC3,364
0.5% of portfolio›$491.8K
Heck Capital Advisors, LLC3,363
0.0% of portfolio›$491.6K
TruNorth Capital Management, LLC3,349
0.1% of portfolio›$489.5K
Maia Wealth LLC3,333
0.1% of portfolio›$487.2K
Traveka Wealth, LLC3,321
0.1% of portfolio›$485.5K
Essential Planning, Llc.3,276
0.1% of portfolio›$478.9K
Leonard Rickey Investment Advisors P.L.L.C.3,256
0.1% of portfolio›$475.9K
Ascent Group, LLC3,248
0.0% of portfolio›$474.8K
Yankcom Partnership3,203
0.2% of portfolio›$468.2K
May Hill Capital, LLC3,197
0.1% of portfolio›$467.3K
MRA Advisory Group3,182
0.2% of portfolio›$465.1K
Jnba Financial Advisors3,139
0.0% of portfolio›$458.8K
Bestgate Wealth Advisors, LLC3,132
0.3% of portfolio›$457.9K
TrustBank3,115
0.1% of portfolio›$455.4K
MBE Wealth Management, LLC3,069
0.2% of portfolio›$448.6K
AdvisorNet Financial, Inc3,059
0.0% of portfolio›$450.1K
Capital Asset Advisory Services LLC3,032
0.0% of portfolio›$442.0K
Sterling Investment Advisors, Ltd.3,000
0.1% of portfolio›$438.5K
Strategic Blueprint, LLC2,976
0.0% of portfolio›$435.0K
Cypress Wealth Services, LLC2,969
0.1% of portfolio›$445.7K
Absolute Capital Management, LLC2,966
0.1% of portfolio›$433.6K
Midland Wealth Advisors, LLC2,958
0.0% of portfolio›$432.4K
Guardian Financial Partners, LLC2,955
0.2% of portfolio›$432.0K
Bradley & Co. Private Wealth Management, LLC2,871
0.2% of portfolio›$419.7K
Bison Wealth, LLC2,835
0.0% of portfolio›$422.5K
Sage Capital Management, LLC2,835
0.2% of portfolio›$414.5K
Trilogy Capital Inc.2,832
0.0% of portfolio›$414.0K
JB Capital LLC2,821
0.0% of portfolio›$412.4K
Allstreet Capital Advisors LLC2,766
0.3% of portfolio›$404.4K
Oxler Private Wealth LLC2,702
0.1% of portfolio›$395.0K
Old National Bancorp2,694
0.0% of portfolio›$393.8K
Arbor Investment Advisors, LLC2,641
0.0% of portfolio›$386.1K
Beacon Financial Advisory LLC2,584
0.1% of portfolio›$377.7K
Goldstein Advisors, LLC2,582
0.0% of portfolio›$377.4K
Bedminster, LLC2,570
0.3% of portfolio›$375.7K
Gen-Wealth Partners Inc2,561
0.1% of portfolio›$374.4K
Investment Partners, Ltd.2,550
0.1% of portfolio›$372.8K
ASL Financial, LLC2,500
0.2% of portfolio›$365.5K
Ddfg, Inc2,428
0.1% of portfolio›$355.0K
Pinnacle Associates LTD2,422
0.0% of portfolio›$354.0K
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,402
0.0% of portfolio›$351.1K
Avior Wealth Management, LLC2,389
0.0% of portfolio›$349.2K
Ridgecrest Wealth Partners, LLC2,387
0.2% of portfolio›$348.9K
Urban Wealth Management, LLC2,377
0.3% of portfolio›$347.5K
Blume Capital Management, Inc.2,350
0.1% of portfolio›$343.5K
Simplicity Wealth,LLC2,280
0.0% of portfolio›$333.3K
New Covenant Trust Company, N.A.2,256
0.2% of portfolio›$329.8K
Ethic Inc.2,246
0.0% of portfolio›$328.3K
Financial Planning Hawaii, Inc.2,232
0.2% of portfolio›$326.3K
Kestra Investment Management, LLC2,224
0.0% of portfolio›$325.0K
CRA Financial Services, LLC2,193
0.0% of portfolio›$320.6K
Ascentis Independent Advisors2,176
0.0% of portfolio›$318.1K
Prentiss Smith & Co Inc2,168
0.2% of portfolio›$316.9K
Weaver Consulting Group2,160
0.1% of portfolio›$315.7K
Snider Financial Group2,155
0.1% of portfolio›$315.0K
JSF Financial, LLC2,102
0.0% of portfolio›$307.2K
Patriot Financial Group Insurance Agency, LLC2,096
0.0% of portfolio›$306.4K
Pinnacle Wealth Management Advisory Group, LLC2,082
0.0% of portfolio›$304.3K
Elmwood Wealth Management, Inc.2,074
0.1% of portfolio›$303.2K
Koenig Investment Advisory, LLC2,053
0.2% of portfolio›$300.1K
Concord Wealth Partners2,047
0.0% of portfolio›$299.2K
Old Port Advisors2,037
0.1% of portfolio›$297.8K
Braun-Bostich & Associates Inc.2,017
0.2% of portfolio›$294.8K
Soltis Investment Advisors LLC1,991
0.0% of portfolio›$291.0K
Insight Wealth Strategies, LLC1,986
0.0% of portfolio›$290.3K
PW Nova Financial Services LLC1,981
0.1% of portfolio›$289.6K
Concord Asset Management, LLC1,965
0.0% of portfolio›$287.3K
Vericrest Private Wealth1,954
0.3% of portfolio›$285.6K
Buttonwood Financial Group, LLC1,948
0.1% of portfolio›$292.4K
TSG Advice Partners, LLC1,894
0.0% of portfolio›$269.6K
Tritonpoint Wealth, LLC1,890
0.0% of portfolio›$276.3K
Cove Private Wealth, LLC1,866
0.0% of portfolio›$272.8K
4Thought Financial Group Inc.1,864
0.1% of portfolio›$272.4K
Frederick Financial Consultants, LLC1,864
0.1% of portfolio›$272.5K
Wedbush Securities Inc1,846
0.0% of portfolio›$270
Capital Advantage, Inc.1,826
0.0% of portfolio›$267.0K
Creative Capital Management Investments LLC1,819
0.1% of portfolio›$265.9K
Colorado Capital Management, Inc.1,798
0.0% of portfolio›$263
Smith & Howard Wealth Management, LLC1,758
0.0% of portfolio›$257.0K
Centurion Wealth Management LLC1,753
0.1% of portfolio›$256.3K
Valtinson Bruner Financial Planning LLC1,720
0.1% of portfolio›$251.4K
Ehrlich Financial Group1,703
0.1% of portfolio›$248.9K
Roof Eidam Maycock Peralta, LLC1,700
0.0% of portfolio›$248.5K
Capital Advisors Wealth Management, LLC1,660
0.0% of portfolio›$242.6K
Northland Securities, Inc.1,647
0.1% of portfolio›$240.8K
Howland Capital Management LLC1,630
0.0% of portfolio›$238.3K
Integrity Alliance, Llc.1,626
0.0% of portfolio›$237.7K
Blvd Private Wealth, LLC1,612
0.2% of portfolio›$235.6K
CFS Investment Advisory Services, LLC1,595
0.0% of portfolio›$239.4K
1900 Wealth Management LLC1,584
0.0% of portfolio›$231.5K
Csenge Advisory Group1,577
0.0% of portfolio›$230.5K
Sterling Manor Financial, LLC1,561
0.1% of portfolio›$228.2K
Williams Financial, LLC1,550
0.1% of portfolio›$226.5K
Brighton Jones LLC1,534
0.0% of portfolio›$224.3K
Firestone Capital Management1,506
0.0% of portfolio›$220.1K
Uptick Partners, LLC1,502
0.0% of portfolio›$219.6K
Beacon Investment Advisory Services, Inc.1,494
0.0% of portfolio›$218.5K
Baron Financial Group, LLC1,465
0.1% of portfolio›$214.2K
LVZ, Inc.1,448
0.0% of portfolio›$211.7K
APS Management Group, Inc.1,416
0.1% of portfolio›$207.0K
Bath Savings Trust Co1,390
0.0% of portfolio›$203.2K
Saxon Interests, Inc.1,381
0.1% of portfolio›$201.9K
Weatherly Asset Management L. P.1,375
0.0% of portfolio›$201.0K
MCF Advisors LLC1,371
0.0% of portfolio›$200.4K
DeDora Capital, Inc.1,320
0.0% of portfolio›$192.9K
Portfolio Resources Advisor Group, Inc.1,237
0.1% of portfolio›$180.8K
Parkside Financial Bank & Trust1,230
0.0% of portfolio›$179.8K
JFS Wealth Advisors, LLC1,227
0.0% of portfolio›$179.4K
Montag A & Associates Inc1,200
0.0% of portfolio›$175.4K
Caldwell Trust Co1,200
0.0% of portfolio›$175.4K
Princeton Global Asset Management LLC1,148
0.0% of portfolio›$167.8K
KBC Group NV1,131
0.0% of portfolio›$165
Financial Perspectives, Inc1,093
0.0% of portfolio›$159.8K
Westside Investment Management, Inc.1,000
0.0% of portfolio›$146.2K
Dhjj Financial Advisors, Ltd.960
0.0% of portfolio›$140.3K
Parallel Advisors, LLC919
0.0% of portfolio›$134.3K
Physician Wealth Advisors, Inc.882
0.0% of portfolio›$128.9K
Asset Dedication, LLC695
0.0% of portfolio›$101.6K
Evolution Wealth Management Inc.669
0.1% of portfolio›$97.8K
Pittenger & Anderson Inc645
0.0% of portfolio›$94.3K
Private Trust Co NA606
0.0% of portfolio›$88.6K
Salomon & Ludwin, LLC587
0.0% of portfolio›$85.8K
Adirondack Trust Co539
0.0% of portfolio›$78.8K
Bank of New Hampshire510
0.0% of portfolio›$74.6K
Creative Financial Designs Inc471
0.0% of portfolio›$68.9K
Moisand Fitzgerald Tamayo, LLC461
0.0% of portfolio›$67.4K
Triumph Capital Management419
0.0% of portfolio›$61.2K
Buck Wealth Strategies, LLC402
0.0% of portfolio›$58.7K
Eastern Bank356
0.0% of portfolio›$52.0K
IFP Advisors, Inc342
0.0% of portfolio›$50.0K
Birch Financial Group, LLC337
0.0% of portfolio›$49.3K
Downshift Financial, LLC313
0.0% of portfolio›$45.8K
TD Waterhouse Canada Inc.296
0.0% of portfolio›$43.4K
Kennebec Savings Bank260
0.0% of portfolio›$38.0K
First Bancorp, Inc256
0.0% of portfolio›$37.4K
Legacies Wealth LLC256
0.0% of portfolio›$37.4K
Signaturefd, LLC153
0.0% of portfolio›$22.4K
Elevation Wealth Partners, LLC150
0.0% of portfolio›$21.9K
West Branch Capital LLC144
0.0% of portfolio›$21.1K
Sunrise Financial Services, LLC118
0.0% of portfolio›$17.2K
Hanson & Doremus Investment Management105
0.0% of portfolio›$15
Cherry Tree Wealth Management, LLC96
0.0% of portfolio›$14.0K
Phillip James Consulting Co.88
0.0% of portfolio›$12.9K
Lodestone Wealth Management LLC51
0.0% of portfolio›$7.4K
Latitude Advisors, LLC50
0.0% of portfolio›$7.3K
Decker Retirement Planning Inc.31
0.0% of portfolio›$4.5K
Hilton Head Capital Partners, LLC24
0.0% of portfolio›$3.5K
Key Capital Management, Inc22
0.0% of portfolio›$3.2K
Gamma Investing LLC20
0.0% of portfolio›$2.9K
American Capital Advisory, LLC6
0.0% of portfolio›$878
Your Advocates Ltd., LLP2
0.0% of portfolio›$351
Signature Resources Capital Management, LLC1
0.0% of portfolio›$146
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
211,296$30.9M0.0%ETFLowWaltham, MA2026-11-02
Creative Planning
207,131$30.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Park Avenue Securities LLC
167,532$24.5K0.0%ETFMediumNew York, NY2026-10-26
Truist Financial Corp
156,840$22.9M0.0%CoreLowCharlotte, NC2026-10-30
Gemmer Asset Management LLC
137,567$20.1M1.3%ETFLowWalnut Creek, CA2026-10-16
Manchester Capital Management LLC
128,700$18.8M2.6%CoreLowManchester, VT2026-10-22
Mascoma Wealth Management LLC
82,200$12.0M2.2%ETFVery LowHanover, NH2026-10-23
Cambridge Investment Research Advisors, Inc.
67,718$9.9K0.0%ETFLowFairfield, IA2026-11-02
Sofi Wealth, LLC
59,542$8.7M0.3%ETFVery LowSan Francisco, CA2026-10-27
Choreo, LLC
57,361$8.4M0.1%IndexLowRockford, IL2026-10-28
Strategic Point Investment Advisors, LLC
56,749$8.3M1.1%ETFVery LowProvidence, RI2026-10-29
Perigon Wealth Management, LLC
56,137$8.2M0.1%GrowthLowSan Francisco, CA2026-10-22
Aspiriant, LLC
54,558$8.0M0.2%ETFVery LowLos Angeles, CA2026-10-16
Kestra Advisory Services, LLC
49,667$7.3M0.0%CoreLowAustin, TX2026-11-02
Wealthcare Advisory Partners LLC
47,244$6.9M0.1%ETFLowWest Chester, PA2026-10-21
Gradient Investments LLC
46,505$6.8M0.1%CoreMediumArden Hills, MN2026-10-08
Assetmark, Inc
42,889$6.3M0.0%ETFLowConcord, CA2026-10-21
Gilbert Capital Group, Inc.
41,619$6.1M4.3%ETFHighNorth Yarmouth, ME2026-10-28
First Affirmative Financial Network
41,169$6.0M1.3%CoreN/AColorado Springs, CO2026-10-21
Vise Technologies, Inc.
39,451$5.8M0.0%IndexLowNew York, NY2026-10-29
True Blue Financial, LLC
36,916$5.4M2.0%ETFLowStevensville, MI2026-10-15
Columbia Bank
36,383$5.3M1.1%GrowthLowLake Oswego, OR2026-10-29
Diversified Enterprises, LLC
35,877$5.2M0.2%ETFVery LowWilmington, DE2026-10-19
Neumann Capital Management, LLC
34,966$5.1M1.3%GrowthVery LowFoster City, CA2026-10-15
McClarren Financial Advisors, Inc.
34,354$5.0M2.5%ETFMediumState College, PA2026-10-15
Bailard, Inc.
33,429$4.9M0.1%GrowthMediumFoster City, CA2026-10-13
Laurel Wealth Planning LLC
33,390$4.9M2.1%ETFLowEdina, MN2026-11-02
Cranbrook Wealth Management, LLC
33,340$4.9M0.9%ETFVery LowBloomfield Hills, MI2026-10-28
Childress Capital Advisors, LLC
31,101$4.5M0.7%GARPMediumHouston, TX2026-10-28
Forbes J M & Co LLP
29,832$4.4M0.3%GrowthVery LowBoston, MA2026-10-16
Wealth Enhancement Advisory Services, LLC
29,098$4.3M0.0%CoreLowPlymouth, MN2026-10-13
Fifth Third Wealth Advisors LLC
28,071$4.1M0.1%IndexVery LowCincinnati, OH2026-10-22
Archer Investment Management, LLC
26,536$3.9M1.2%ETFHighAustin, TX2026-10-13
Gibson Capital, LLC
24,715$3.6M0.6%ETFVery LowWexford, PA2026-10-23
Wealthcare Capital Management LLC
24,431$3.6M0.4%ETFVery LowRichmond, VA2026-10-21
Eley Financial Management, Inc
23,999$3.5M1.1%ETFVery LowSouth Burlington, VT2026-11-03
Accredited Investors Inc.
23,880$3.5M0.1%ETFLowEdina, MN2026-11-03
Horst & Graben Wealth Management LLC
23,811$3.5M0.5%ETFMediumPortland, OR2026-11-02
Lido Advisors, LLC
23,555$3.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Sapient Capital LLC
23,380$3.4M0.0%GrowthMediumIndianapolis, IN2026-10-08
Stanich Group LLC
22,980$3.4M1.6%ETFVery LowMontauk, NY2026-10-16
Fingerlakes Wealth Management, Inc.
22,849$3.3M1.8%ETFVery LowIthaca, NY2026-11-04
Creekside Partners
22,008$3.2M1.2%ETFVery LowPetaluma, CA2026-11-04
Schneider Downs Wealth Management Advisors, LP
21,863$3.2M0.3%ETFVery LowPittsburgh, PA2026-10-27
Chicago Partners Investment Group LLC
21,815$3.2M0.1%GARPLowChicago, IL2026-10-27
Sharkey, Howes & Javer
20,921$3.1M0.4%ETFMediumDenver, CO2026-10-22
Boston Trust Walden Corp
20,651$3.0M0.0%CoreLowBoston, MA2026-10-30
Altfest L J & Co Inc
20,538$3.0M0.3%ETFHighNew York, NY2026-10-27
Basso Capital Management, L.P.
20,364$3.0M0.6%ETFMediumStamford, CT2026-10-30
Farther Finance Advisors, LLC
20,087$2.9M0.0%IndexLowSan Francisco, CA2026-10-08
Keybank National Association
20,071$2.9M0.0%CoreLowBrooklyn, OH2026-11-04
Shepherd Financial Partners LLC
20,060$2.9M0.2%ETFLowWinchester, MA2026-11-03
BigSur Wealth Management LLC
20,000$2.9M0.7%GrowthLowMiami, FL2026-10-13
Evergreen Capital Management LLC
19,750$2.9M0.1%GARPMediumBellevue, WA2026-10-23
Arlington Financial Advisors, LLC
19,501$2.9M0.4%ETFMediumSanta Barbara, CA2026-10-19
HB Wealth Management, LLC
19,226$2.8M0.0%IndexVery LowAtlanta, GA2026-10-23
Modera Wealth Management, LLC
18,986$2.8M0.0%ETFVery LowWestwood, NJ2026-10-28
Cornerstone Wealth Management, LLC
18,412$2.7M0.1%ETFVery LowSt. Peters, MO2026-11-04
Revolve Wealth Partners, LLC
17,750$2.6M0.3%ETFVery LowHackensack, NJ2026-10-23
SigFig Wealth Management, LLC
17,365$2.5M0.1%ETFLowSan Francisco, CA2026-10-07
Compass Financial Group, Inc. (Ohio)
16,607$2.4M1.6%ETFMediumDublin, OH2026-10-19
Bangor Savings Bank
16,243$2.4M0.2%ETFLowBangor, ME2026-10-06
Tempus Wealth Planning, LLC
16,004$2.3M0.4%ETFMediumIrvine, CA2026-10-14
Allodium Investment Consultants, LLC
15,903$2.3M1.0%ETFVery LowMinneapolis, MN2026-10-14
WoodTrust Financial Corp
15,533$2.3K0.0%CoreLowWisconsin Rapids, WI2026-10-09
CX Institutional
14,951$2.2K0.1%CoreMediumAuburn, IN2026-10-02
Kingswood Wealth Advisors, LLC
14,936$2.2M0.1%GrowthLowSan Diego, CA2026-10-23
Investors Research Corp
14,679$2.1M0.4%ETFLowAtlanta, GA2026-10-07
PFG Advisors
14,140$2.1M0.1%ETFMediumPhoenix, AZ2026-10-16
Concurrent Investment Advisors, LLC
14,089$2.1M0.0%GrowthMediumTampa, FL2026-10-16
Great Diamond Partners, LLC
13,284$1.9M0.3%CoreMediumPortland, ME2026-10-13
White Lighthouse Investment Management Inc.
13,162$1.9M0.2%ETFVery LowBedford, MA2026-10-21
Citizens Financial Group Inc
12,909$1.9M0.0%GrowthLowProvidence, RI2026-10-23
SAX Wealth Advisors, LLC
12,511$1.8M0.1%ETFVery LowParsippany, NJ2026-10-13
Ashton Thomas Private Wealth, LLC
12,477$1.8M0.0%CoreMediumScottsdale, AZ2026-11-03
Financial Insights, Inc.
12,244$1.8M0.5%ETFLowTacoma, WA2026-10-27
Sage Financial Group Inc
12,108$1.8M0.1%ETFVery LowW. Conshohocken, PA2026-10-27
Spire Wealth Management
12,016$1.8M0.1%GrowthMediumMclean, VA2026-10-30
Apollon Wealth Management, LLC
11,578$1.7M0.0%GrowthLowMount Pleasant, SC2026-10-23
Boston Standard Wealth Management, LLC
11,337$1.7M0.2%ETFLowWinchester, MA2026-10-07
Sovran Advisors, LLC
11,329$1.7M0.1%ETFMediumSan Diego, CA2026-11-02
Focus Financial Network, Inc.
10,927$1.6M0.0%ETFLowMinneapolis, MN2026-10-14
Flagship Harbor Advisors, LLC
10,671$1.6M0.1%ETFMediumBoston, MA2026-10-26
MGO One Seven LLC
10,411$1.5M0.0%GrowthLowBeachwood, OH2026-10-28
OpenArc Corporate Advisory, LLC
10,355$1.5M0.0%GrowthLowAtlanta, GA2026-10-21
Impact Investors, Inc
10,133$1.5M2.5%ETFLowSan Francisco, CA2026-11-02
RFG Advisory, LLC
9,906$1.4M0.0%ETFMediumBirmingham, AL2026-11-03
Main Street Group, LTD
9,634$1.4M0.3%ETFMediumGlen Allen, VA2026-10-28
Diversify Advisory Services, LLC
9,283$1.4M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
9,283$1.4M0.0%GrowthMediumSandy, UT2026-10-20
D.A. Davidson & Co.
9,199$1.3M0.0%CoreLowGreat Falls, MT2026-10-28
Sagespring Wealth Partners, LLC
9,060$1.3M0.0%ETFLowFranklin, TN2026-10-22
Kestra Private Wealth Services, LLC
9,042$1.3M0.0%GrowthLowAustin, TX2026-10-30
Wealth Management Partners, LLC
8,798$1.3M0.3%Agg GrowthLowTucson, AZ2026-10-21
Citigroup Inc
8,754$1.3M0.0%CoreMediumNew York, NY2026-11-04
Bond & Devick Financial Network, Inc.
8,709$1.3M0.3%ETFVery LowSt. Louis Park, MN2026-10-23
Dynamic Advisor Solutions LLC
8,705$1.3M0.0%ETFLowPhoenix, AZ2026-10-13
Romano Brothers and Company
8,120$1.2M0.1%CoreLowEvanston, IL2026-10-22
Hill Island Financial LLC
8,081$1.2M0.2%ETFLowGrand Rapids, MI2026-10-20
Clean Yield Group
8,000$1.2M0.3%CoreLowNorwich, VT2026-10-28
Mather Group, Llc.
7,564$1.1M0.0%ETFMediumChicago, IL2026-10-14
Tred Avon Family Wealth, LLC
7,542$1.1M0.3%CoreLowEaston, MD2026-10-20
Acropolis Investment Management, LLC
7,504$1.1M0.0%ETFLowSt. Louis, MO2026-10-08
Harfst & Associates, Inc.
7,390$1.1M0.2%GARPLowSheridan, WY2026-10-20
Brookstone Capital Management
7,334$1.1M0.0%ETFMediumWheaton, IL2026-10-22
BIP Wealth, LLC
7,065$1.0M0.0%ETFMediumAtlanta, GA2026-10-22
AlphaCore Capital LLC
7,056$1.0M0.0%ETFLowLa Jolla, CA2026-11-04
Vontobel Holding Ltd.
6,920$1.0M0.0%CoreMediumZurich, Switzerland2026-10-16
Principle Wealth Partners LLC
6,887$1.0M0.0%CoreVery LowMadison, CT2026-11-02
Willow Creek Wealth Management Inc.
6,762$988.5K0.1%ETFVery LowSebastopol, CA2026-10-26
Zenith Solutions, Inc.
6,688$977.7K0.9%ETFN/APhiladelphia, PA2026-10-19
FSA Wealth Partners, Inc.
6,683$976.9K0.3%ETFHighRockville, MD2026-10-26
Advisory Solutions Group, LLC
6,681$976.6K0.2%ETFN/APlymouth, MN2026-10-14
BAR Harbor Wealth Management
6,550$957.5K0.1%CoreLowConcord, NH2026-10-21
Old Second National Bank of Aurora
6,511$951.8K0.2%CoreLowAurora, IL2026-10-22
First Horizon Corp
6,479$947.1K0.0%CoreLowMemphis, TN2026-10-26
Halter Ferguson Financial Inc.
6,469$945.6K0.2%Agg GrowthMediumCarmel, IN2026-10-21
Canandaigua National Bank & Trust Co
6,265$915.8K0.1%CoreVery LowCanandaigua, NY2026-10-07
Peak Financial Management, Inc.
6,166$901.3K0.2%ETFVery LowWellesley, MA2026-10-16
Zevenbergen Capital Investments LLC
6,075$888.0K0.0%Agg GrowthMediumEdmonds, WA2026-10-08
Birchwood Financial Partners, Inc.
6,000$877.1K0.7%ETFVery LowBloomington, MN2026-11-02
Atria Investments, Inc
5,990$875.6K0.0%CoreMediumCharlotte, NC2026-10-15
Mission Wealth Management, LP
5,977$873.7K0.0%ETFLowSanta Barbara, CA2026-10-15
EverSource Wealth Advisors, LLC
5,967$872.3K0.0%CoreMediumBirmingham, AL2026-11-04
Golden State Wealth Management, LLC
5,889$860.9K0.1%ETFMediumSanta Ana, CA2026-11-02
First Pacific Financial
5,845$854.5K0.1%ETFLowVancouver, WA2026-10-14
RCS Financial Planning, LLC
5,811$849.5K0.5%ETFMediumAnnapolis, MD2026-10-14
Harbor Asset Planning, Inc.
5,698$832.9K0.6%ETFVery LowBelmont, MA2026-10-23
Lifelong Wealth Advisors, Inc.
5,678$830.0K0.2%ETFLowArden Hills, MN2026-10-19
Midwest Trust Co
5,648$825.6K0.0%CoreLowOverland Park, KS2026-10-22
Wealth Analytics Partners, LLC
5,611$820.2K0.3%ETFVery LowSan Diego, CA2026-10-19
Ledyard National Bank
5,584$816.3K0.1%CoreLowHanover, NH2026-10-21
Elyxium Wealth, LLC
5,579$815.6K0.1%GrowthVery LowBeverly Hills, CA2026-10-27
Marathon Wealth Advisors LLC
5,313$776.7K0.3%GrowthVery LowBoston, MA2026-11-04
Kathmere Capital Management, LLC
5,236$765.4K0.0%ETFLowWayne, PA2026-10-20
Finley Financial, LLC
5,225$766.6K0.3%ETFVery LowLas Vegas, NV2026-10-28
Rede Wealth, LLC
5,178$756.9K0.2%ValueMediumCharlottesville, VA2026-10-22
Prism Advisors, Inc.
5,172$767.5K0.2%ETFMediumStudio City, CA2026-10-09
S.A. Mason LLC
5,161$754.4K0.2%GrowthVery LowHolland, MI2026-10-13
Burns J W & Co Inc
5,160$754.3K0.1%GrowthVery LowDewitt, NY2026-10-20
Navigation Group, LLC
5,130$749.8K0.1%ETFVery LowRedwood City, CA2026-10-28
Montecito Bank & Trust
5,098$745.2K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Sigma Planning Corp
5,019$733.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Johnson Bixby & Associates, LLC
4,905$717.0K0.1%ETFMediumVancouver, WA2026-10-14
Traphagen Investment Advisors LLC
4,902$716.6K0.0%ETFLowOradell, NJ2026-10-14
Hoxton Planning & Management, LLC
4,897$715.8K0.2%ETFLowShepherdstown, WV2026-10-15
One Wealth Capital Management, LLC
4,845$708.2K0.3%GrowthMediumScottsdale, AZ2026-10-23
Altus Wealth Group LLC
4,824$705.2K0.3%ETFLowColorado Springs, CO2026-10-20
CoreCap Advisors, LLC
4,752$694.7K0.0%ETFMediumSouthfield, MI2026-10-08
StoneX Group Inc.
4,544$653.2K0.0%ETFMediumNew York, NY2026-11-03
Bigelow Investment Advisors, LLC
4,468$653.2K0.2%ETFLowPortland, ME2026-10-13
West Financial Advisors, LLC
4,457$651.5K0.1%ETFLowDes Moines, IA2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
4,365$638.1K0.1%ETFMediumWoodbury, MN2026-10-13
LWM Advisors Inc
4,352$636.2K0.5%ETFLowEl Dorado Hills, CA2026-10-08
Cornerstone Planning Group LLC
4,277$638.3K0.1%ETFMediumFairfield, NJ2026-10-16
Magnus Financial Group LLC
4,235$619.1K0.0%ETFLowNew York, NY2026-10-21
Parsons Capital Management Inc
4,233$618.8K0.0%CoreLowProvidence, RI2026-10-28
Verus Capital Partners, LLC
4,172$609.9K0.0%GrowthLowScottsdale, AZ2026-11-03
Wesbanco Bank Inc
4,004$585.3K0.0%CoreLowWheeling, WV2026-11-04
Rockingstone Advisors LLC
3,991$583.4K0.2%GrowthLowGreat Barrington, MA2026-10-16
Crestwood Advisors Group, LLC
3,928$574.2K0.0%GrowthLowBoston, MA2026-10-27
KFA Private Wealth Group, LLC
3,891$568.9K0.1%ETFLowTysons, VA2026-10-07
Rossmore Private Capital
3,868$565.4K0.0%CoreLowGlastonbury, CT2026-10-27
Trust Co of Vermont
3,801$555.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Carret Asset Management, LLC
3,800$555.5K0.0%CoreVery LowNew York, NY2026-11-04
Onyx Bridge Wealth Group LLC
3,746$547.6K0.0%ETFMediumTarrytown, NY2026-10-16
Ulland Investment Advisors, LLC
3,730$5450.0%GrowthVery LowMinneapolis, MN2026-10-13
TrinityBridge Ltd
3,715$5430.0%MomentumMediumLondon, United Kingdom2026-10-30
Landaas & Co
3,696$540.3K0.1%ETFVery LowMilwaukee, WI2026-10-29
West Wealth Group, LLC
3,664$535.6K0.1%ETFMediumIrvine, CA2026-10-14
Walkner Condon Financial Advisors LLC
3,657$534.6K0.1%ETFLowVerona, WI2026-11-02
Hengehold Capital Management LLC
3,637$531.6K0.0%ETFLowCincinnati, OH2026-10-16
Tennessee Valley Asset Management Partners
3,612$528.0K0.1%ETFLowKnoxville, TN2026-11-03
Envision Financial LLC
3,583$523.7K0.2%ETFLowBrookfield, WI2026-10-15
Myecfo, LLC
3,500$511.6K0.2%ETFVery LowLa Jolla, CA2026-10-14
Beacon Financial Group
3,480$508.7K0.0%ETFMediumDallas, TX2026-10-19
MassMutual Private Wealth & Trust, FSB
3,477$508.3K0.0%CoreLowSpringfield, MA2026-10-05
W.H. Cornerstone Investments Inc.
3,444$503.5K0.3%CoreLowKingston, MA2026-11-03
GC Wealth Management RIA, LLC
3,421$500.1K0.0%GrowthMediumCambridge, MA2026-11-02
Well Done, LLC
3,393$496.0K0.1%ETFLowHolland, MI2026-10-20
Birch Hill Investment Advisors LLC
3,384$494.7K0.0%CoreVery LowBoston, MA2026-10-16
Oregon Pacific Wealth Management, LLC
3,364$491.8K0.5%ETFMediumMedford, OR2026-10-20
Heck Capital Advisors, LLC
3,363$491.6K0.0%ETFMediumRhinelander, WI2026-10-14
TruNorth Capital Management, LLC
3,349$489.5K0.1%ETFLowKalamazoo, MI2026-10-14
Maia Wealth LLC
3,333$487.2K0.1%ETFMediumDenver, CO2026-10-19
Traveka Wealth, LLC
3,321$485.5K0.1%ETFLowLos Altos, CA2026-10-19
Essential Planning, Llc.
3,276$478.9K0.1%ETFLowPortsmouth, NH2026-10-21
Leonard Rickey Investment Advisors P.L.L.C.
3,256$475.9K0.1%ETFLowYakima, WA2026-10-29
Ascent Group, LLC
3,248$474.8K0.0%CoreLowVirginia Beach, VA2026-10-30
Yankcom Partnership
3,203$468.2K0.2%CoreVery LowYankton, SD2026-10-15
May Hill Capital, LLC
3,197$467.3K0.1%ETFLowCohasset, MA2026-11-03
MRA Advisory Group
3,182$465.1K0.2%ETFMediumParsippany, NJ2026-10-07
Jnba Financial Advisors
3,139$458.8K0.0%ETFMediumBloomington, MN2026-11-03
Bestgate Wealth Advisors, LLC
3,132$457.9K0.3%ETFLowFrederick, MD2026-10-13
TrustBank
3,115$455.4K0.1%ETFVery LowOlney, IL2026-10-20
MBE Wealth Management, LLC
3,069$448.6K0.2%ETFVery LowTomah, WI2026-10-26
AdvisorNet Financial, Inc
3,059$450.1K0.0%ETFLowMinnetonka, MN2026-10-15
Capital Asset Advisory Services LLC
3,032$442.0K0.0%ETFLowWilliamston, MI2026-10-30
Sterling Investment Advisors, Ltd.
3,000$438.5K0.1%GrowthLowBerwyn, PA2026-10-27
Strategic Blueprint, LLC
2,976$435.0K0.0%ETFLowAtlanta, GA2026-10-22
Cypress Wealth Services, LLC
2,969$445.7K0.1%ETFLowPalm Desert, CA2026-10-21
Absolute Capital Management, LLC
2,966$433.6K0.1%ETFMediumPittsburgh, PA2026-10-16
Midland Wealth Advisors, LLC
2,958$432.4K0.0%ETFLowEffingham, IL2026-10-26
Guardian Financial Partners, LLC
2,955$432.0K0.2%ETFLowOrange, CA2026-11-04
Bradley & Co. Private Wealth Management, LLC
2,871$419.7K0.2%CoreVery LowMiami, FL2026-10-23
Bison Wealth, LLC
2,835$422.5K0.0%GrowthMediumAtlanta, GA2026-10-13
Sage Capital Management, LLC
2,835$414.5K0.2%ETFLowStockton, NJ2026-10-20
Trilogy Capital Inc.
2,832$414.0K0.0%ETFMediumIrvine, CA2026-10-20
JB Capital LLC
2,821$412.4K0.0%ETFMediumWethersfield, CT2026-10-19
Allstreet Capital Advisors LLC
2,766$404.4K0.3%ETFVery LowLos Angeles, CA2026-11-04
Oxler Private Wealth LLC
2,702$395.0K0.1%GrowthVery LowRye Brook, NY2026-10-21
Old National Bancorp
2,694$393.8K0.0%CoreLowEvansville, IN2026-10-20
Arbor Investment Advisors, LLC
2,641$386.1K0.0%ETFVery LowWinston Salem, NC2026-10-26
Beacon Financial Advisory LLC
2,584$377.7K0.1%ETFLowCleveland, OH2026-10-16
Goldstein Advisors, LLC
2,582$377.4K0.0%ETFMediumMadison, WI2026-10-15
Bedminster, LLC
2,570$375.7K0.3%ETFMediumBluffton, SC2026-11-04
Gen-Wealth Partners Inc
2,561$374.4K0.1%CoreLowZeeland, MI2026-11-04
Investment Partners, Ltd.
2,550$372.8K0.1%ETFVery LowNew Philadelphia, OH2026-10-29
ASL Financial, LLC
2,500$365.5K0.2%ETFVery LowLos Gatos, CA2026-10-15
Ddfg, Inc
2,428$355.0K0.1%ETFLowThousand Oaks, CA2026-10-15
Pinnacle Associates LTD
2,422$354.0K0.0%CoreLowNew York, NY2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
2,402$351.1K0.0%GrowthVery LowBoston, MA2026-10-23
Avior Wealth Management, LLC
2,389$349.2K0.0%ETFMediumOmaha, NE2026-10-13
Ridgecrest Wealth Partners, LLC
2,387$348.9K0.2%GrowthLowMill Valley, CA2026-10-19
Urban Wealth Management, LLC
2,377$347.5K0.3%GrowthMediumLakewood, CA2026-10-21
Blume Capital Management, Inc.
2,350$343.5K0.1%CoreMediumBerkeley, CA2026-10-26
Simplicity Wealth,LLC
2,280$333.3K0.0%ETFLowSummit, NJ2026-10-23
New Covenant Trust Company, N.A.
2,256$329.8K0.2%GrowthVery LowJeffersonville, IN2026-10-08
Ethic Inc.
2,246$328.3K0.0%CoreLowNew York, NY2026-11-03
Financial Planning Hawaii, Inc.
2,232$326.3K0.2%CoreVery LowHonolulu, HI2026-10-13
Kestra Investment Management, LLC
2,224$325.0K0.0%ETFMediumAustin, TX2026-11-04
CRA Financial Services, LLC
2,193$320.6K0.0%ETFVery LowNorthfield, NJ2026-10-16
Ascentis Independent Advisors
2,176$318.1K0.0%ETFLowDallas, TX2026-11-03
Prentiss Smith & Co Inc
2,168$316.9K0.2%CoreLowBrattleboro, VT2026-10-27
Weaver Consulting Group
2,160$315.7K0.1%ETFLowHuntington Beach, CA2026-10-07
Snider Financial Group
2,155$315.0K0.1%GrowthLowBellevue, WA2026-10-16
JSF Financial, LLC
2,102$307.2K0.0%ETFMediumLos Angeles, CA2026-10-22
Patriot Financial Group Insurance Agency, LLC
2,096$306.4K0.0%GrowthLowWalpole, MA2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
2,082$304.3K0.0%GrowthLowRed Bank, NJ2026-10-23
Elmwood Wealth Management, Inc.
2,074$303.2K0.1%ETFLowBerkeley, CA2026-10-14
Koenig Investment Advisory, LLC
2,053$300.1K0.2%ETFVery LowAshland, OR2026-10-09
Concord Wealth Partners
2,047$299.2K0.0%GrowthLowAbingdon, VA2026-11-02
Old Port Advisors
2,037$297.8K0.1%GARPLowPortland, ME2026-10-23
Braun-Bostich & Associates Inc.
2,017$294.8K0.2%ETFMediumCanonsburg, PA2026-10-20
Soltis Investment Advisors LLC
1,991$291.0K0.0%CoreMediumSt. George, UT2026-10-28
Insight Wealth Strategies, LLC
1,986$290.3K0.0%ETFHighSan Ramon, CA2026-10-09
PW Nova Financial Services LLC
1,981$289.6K0.1%ETFLowNewtown, PA2026-10-15
Concord Asset Management, LLC
1,965$287.3K0.0%GrowthLowAbingdon, VA2026-11-02
Vericrest Private Wealth
1,954$285.6K0.3%ETFLowNewtown, PA2026-10-21
Buttonwood Financial Group, LLC
1,948$292.4K0.1%ETFMediumKansas City, MO2026-10-16
TSG Advice Partners, LLC
1,894$269.6K0.0%ETFN/AColumbus, OH2026-10-29
Tritonpoint Wealth, LLC
1,890$276.3K0.0%CoreLowChevy Chase, MD2026-10-19
Cove Private Wealth, LLC
1,866$272.8K0.0%GrowthLowOyster Bay Cove, NY2026-10-28
4Thought Financial Group Inc.
1,864$272.4K0.1%ETFLowSyosset, NY2026-11-02
Frederick Financial Consultants, LLC
1,864$272.5K0.1%ETFVery LowFrederick, MD2026-10-29
Wedbush Securities Inc
1,846$2700.0%CoreLowPasadena, CA2026-10-22
Capital Advantage, Inc.
1,826$267.0K0.0%ETFMediumWalnut Creek, CA2026-10-14
Creative Capital Management Investments LLC
1,819$265.9K0.1%ETFLowSan Diego, CA2026-10-28
Colorado Capital Management, Inc.
1,798$2630.0%ETFVery LowBoulder, CO2026-10-15
Smith & Howard Wealth Management, LLC
1,758$257.0K0.0%ETFLowAtlanta, GA2026-10-27
Centurion Wealth Management LLC
1,753$256.3K0.1%ETFMediumMclean, VA2026-10-13
Valtinson Bruner Financial Planning LLC
1,720$251.4K0.1%ETFLowNew Brighton, MN2026-11-02
Ehrlich Financial Group
1,703$248.9K0.1%ETFHighLaguna Niguel, CA2026-10-20
Roof Eidam Maycock Peralta, LLC
1,700$248.5K0.0%ETFVery LowSan Francisco, CA2026-10-15
Capital Advisors Wealth Management, LLC
1,660$242.6K0.0%ETFLowYakima, WA2026-10-09
Northland Securities, Inc.
1,647$240.8K0.1%ETFLowMinneapolis, MN2026-11-02
Howland Capital Management LLC
1,630$238.3K0.0%CoreLowBoston, MA2026-10-22
Integrity Alliance, Llc.
1,626$237.7K0.0%ETFMediumUrbandale, IA2026-10-29
Blvd Private Wealth, LLC
1,612$235.6K0.2%CoreMediumProspect, KY2026-10-14
CFS Investment Advisory Services, LLC
1,595$239.4K0.0%ETFMediumTotowa, NJ2026-10-19
1900 Wealth Management LLC
1,584$231.5K0.0%ETFLowSan Antonio, TX2026-10-13
Csenge Advisory Group
1,577$230.5K0.0%ETFMediumClearwater, FL2026-11-04
Sterling Manor Financial, LLC
1,561$228.2K0.1%ETFLowSaratoga Springs, NY2026-10-21
Williams Financial, LLC
1,550$226.5K0.1%ETFMediumNorth Bennington, VT2026-10-19
Brighton Jones LLC
1,534$224.3K0.0%CoreVery LowSeattle, WA2026-11-03
Firestone Capital Management
1,506$220.1K0.0%ETFVery LowSouth Miami, FL2026-11-03
Uptick Partners, LLC
1,502$219.6K0.0%ETFLowNacogdoches, TX2026-11-04
Beacon Investment Advisory Services, Inc.
1,494$218.5K0.0%GrowthLowMorristown, NJ2026-10-13
Baron Financial Group, LLC
1,465$214.2K0.1%ETFVery LowFair Lawn, NJ2026-10-09
LVZ, Inc.
1,448$211.7K0.0%ETFLowHolland, MI2026-10-20
APS Management Group, Inc.
1,416$207.0K0.1%ETFMediumTorrance, CA2026-10-14
Bath Savings Trust Co
1,390$203.2K0.0%CoreLowBath, ME2026-10-07
Saxon Interests, Inc.
1,381$201.9K0.1%ETFMediumHouston, TX2026-10-26
Weatherly Asset Management L. P.
1,375$201.0K0.0%GrowthVery LowDel Mar, CA2026-10-20
MCF Advisors LLC
1,371$200.4K0.0%ETFLowLexington, KY2026-10-28
DeDora Capital, Inc.
1,320$192.9K0.0%ETFVery LowNapa, CA2026-10-26
Portfolio Resources Advisor Group, Inc.
1,237$180.8K0.1%ETFMediumCoral Gables, FL2026-10-20
Parkside Financial Bank & Trust
1,230$179.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
JFS Wealth Advisors, LLC
1,227$179.4K0.0%ETFVery LowHermitage, PA2026-11-03
Montag A & Associates Inc
1,200$175.4K0.0%CoreLowAtlanta, GA2026-10-29
Caldwell Trust Co
1,200$175.4K0.0%GrowthLowVenice, FL2026-10-30
Princeton Global Asset Management LLC
1,148$167.8K0.0%GrowthLowPrinceton, NJ2026-10-21
KBC Group NV
1,131$1650.0%CoreMediumBrussels, Czech Republic2026-10-22
Financial Perspectives, Inc
1,093$159.8K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Westside Investment Management, Inc.
1,000$146.2K0.0%GrowthLowSanta Monica, CA2026-11-02
Dhjj Financial Advisors, Ltd.
960$140.3K0.0%ETFVery LowNaperville, IL2026-10-23
Parallel Advisors, LLC
919$134.3K0.0%IndexLowSan Francisco, CA2026-11-03
Physician Wealth Advisors, Inc.
882$128.9K0.0%ETFMediumMidvale, UT2026-10-20
Asset Dedication, LLC
695$101.6K0.0%ETFLowSan Francisco, CA2026-11-03
Evolution Wealth Management Inc.
669$97.8K0.1%ETFMediumFort Myers, FL2026-10-28
Pittenger & Anderson Inc
645$94.3K0.0%CoreLowLincoln, NE2026-11-02
Private Trust Co NA
606$88.6K0.0%CoreLowCleveland, OH2026-10-20
Salomon & Ludwin, LLC
587$85.8K0.0%ETFVery LowRichmond, VA2026-10-29
Adirondack Trust Co
539$78.8K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Bank of New Hampshire
510$74.6K0.0%CoreLowLaconia, NH2026-10-06
Creative Financial Designs Inc
471$68.9K0.0%ETFMediumKokomo, IN2026-11-04
Moisand Fitzgerald Tamayo, LLC
461$67.4K0.0%ETFVery LowOrlando, FL2026-10-15
Triumph Capital Management
419$61.2K0.0%ETFMediumDenver, CO2026-10-14
Buck Wealth Strategies, LLC
402$58.7K0.0%ValueMediumDenver, CO2026-10-28
Eastern Bank
356$52.0K0.0%GrowthMediumBoston, MA2026-10-05
IFP Advisors, Inc
342$50.0K0.0%GrowthLowTampa, FL2026-10-16
Birch Financial Group, LLC
337$49.3K0.0%CoreLowKeene, NH2026-10-27
Downshift Financial, LLC
313$45.8K0.0%ETFLowBoulder, CO2026-10-13
TD Waterhouse Canada Inc.
296$43.4K0.0%CoreLowToronto, Australia2026-10-16
Kennebec Savings Bank
260$38.0K0.0%CoreLowAugusta, ME2026-10-22
First Bancorp, Inc
256$37.4K0.0%ValueVery LowDamariscotta, ME2026-10-26
Legacies Wealth LLC
256$37.4K0.0%ETFLowMinnetonka, MN2026-11-02
Signaturefd, LLC
153$22.4K0.0%IndexLowAtlanta, GA2026-10-23
Elevation Wealth Partners, LLC
150$21.9K0.0%ETFLowWalnut Creek, CA2026-10-07
West Branch Capital LLC
144$21.1K0.0%GrowthVery LowAmherst, MA2026-10-20
Sunrise Financial Services, LLC
118$17.2K0.0%ETFMediumBurien, WA2026-10-21
Hanson & Doremus Investment Management
105$150.0%CoreVery LowBurlington, VT2026-10-16
Cherry Tree Wealth Management, LLC
96$14.0K0.0%ETFVery LowMinnetonka, MN2026-10-15
Phillip James Consulting Co.
88$12.9K0.0%ETFVery HighPlymouth, MN2026-11-03
Lodestone Wealth Management LLC
51$7.4K0.0%CoreLowSpokane, WA2026-10-14
Latitude Advisors, LLC
50$7.3K0.0%ETFLowYorkville, IL2026-10-27
Decker Retirement Planning Inc.
31$4.5K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Hilton Head Capital Partners, LLC
24$3.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
Key Capital Management, Inc
22$3.2K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Gamma Investing LLC
20$2.9K0.0%IndexVery LowFoster City, CA2026-10-08
American Capital Advisory, LLC
6$8780.0%ETFLowKetchum, ID2026-10-28
Your Advocates Ltd., LLP
2$3510.0%ETFLowHouston, TX2026-11-03
Signature Resources Capital Management, LLC
1$1460.0%ETFLowNewport Beach, CA2026-10-16