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Ishares 5-10Y INV Grade Corp (IGIB)

CUSIP: 464288638 | NYSE | 1986 institutional holders

Quarters

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

Assetmark, Inc9,396,425
0.8% of portfolio›$473.1M
Matson Money. Inc.4,051,363
5.7% of portfolio›$204.0M
TD Private Client Wealth LLC3,251,440
3.0% of portfolio›$163.7M
Truist Financial Corp2,270,441
0.1% of portfolio›$114.3M
Petersen Hastings Wealth Advisors Inc.2,209,181
9.2% of portfolio›$111.2M
Acropolis Investment Management, LLC2,184,246
4.4% of portfolio›$110.0M
Greenwood Gearhart LLC1,556,034
3.5% of portfolio›$78.3M
US Bancorp \de\1,321,391
0.1% of portfolio›$66.5M
Wealth Enhancement Advisory Services, LLC1,308,920
0.1% of portfolio›$66.1M
RMG Wealth Management LLC1,304,233
6.9% of portfolio›$66.7M
Keybank National Association1,264,647
0.2% of portfolio›$63.7M
MFA Wealth Advisors, LLC1,022,700
8.7% of portfolio›$51.5M
Flagstone Financial Management896,965
9.9% of portfolio›$45.2M
Dodds Wealth, LLC879,610
10.0% of portfolio›$44.3M
Kestra Advisory Services, LLC831,087
0.1% of portfolio›$41.8M
CVS Health Corp705,000
8.3% of portfolio›$35.5M
Thoma Capital Management LLC698,644
18.4% of portfolio›$35.2M
Bank of New York Mellon Corp570,007
0.0% of portfolio›$28.7M
Schmidt P J Investment Management Inc537,153
4.1% of portfolio›$27.0M
Ameliora Wealth Management Ltd.499,147
7.2% of portfolio›$25.1M
Klaas Financial Asset Advisors, LLC497,936
3.1% of portfolio›$25.1M
One Way Holdings LLC496,300
1.1% of portfolio›$25.0M
Birchbrook, Inc.494,800
11.9% of portfolio›$24.9M
Black Diamond Financial, LLC462,424
2.0% of portfolio›$23.3M
BCK Partners, Inc.441,895
10.8% of portfolio›$22.2M
Arkansas Financial Group, Inc.437,315
2.9% of portfolio›$22.0M
Cyndeo Wealth Partners, LLC432,868
1.0% of portfolio›$21.8M
DT Investment Partners, LLC419,580
1.5% of portfolio›$21.1M
Avidian Wealth Enterprises, LLC412,406
0.6% of portfolio›$20.8M
Venture Visionary Partners LLC409,520
0.5% of portfolio›$20.6M
Creative Planning401,028
0.0% of portfolio›$20.2M
Bailard, Inc.394,791
0.4% of portfolio›$19.9M
Smith Salley Wealth Management389,266
0.8% of portfolio›$19.6M
Commonwealth Equity Services, LLC388,984
0.0% of portfolio›$19.6M
Chicago Partners Investment Group LLC377,190
0.4% of portfolio›$19.2M
Lido Advisors, LLC359,435
0.0% of portfolio›$18.1M
Concurrent Investment Advisors, LLC357,319
0.1% of portfolio›$18.0M
Rational Advisors, Inc.318,425
1.5% of portfolio›$16.0M
Blue Fin Capital, Inc.296,561
2.0% of portfolio›$14.9M
Colton Groome Financial Advisors, LLC280,456
3.3% of portfolio›$14.1M
D.A. Davidson & Co.277,188
0.1% of portfolio›$14.0M
Naples Global Advisors, LLC270,173
0.9% of portfolio›$13.6M
Financial Partners Group, Inc262,112
1.4% of portfolio›$13.2M
Caldwell Trust Co255,132
1.0% of portfolio›$12.8M
BAR Harbor Wealth Management253,432
0.7% of portfolio›$12.8M
Semitam Bonam LLC238,397
8.4% of portfolio›$12.0M
Jmac Enterprises LLC237,550
2.0% of portfolio›$12.0M
Mendota Financial Group, LLC236,711
7.4% of portfolio›$11.9M
CoreCap Advisors, LLC234,396
0.3% of portfolio›$11.8M
Sigma Planning Corp233,745
0.3% of portfolio›$11.8M
Fifth Third Bancorp228,740
0.0% of portfolio›$11.5M
Anchor Capital Advisors LLC228,028
0.4% of portfolio›$11.5M
Park Avenue Securities LLC224,769
0.0% of portfolio›$11.3K
Cambridge Investment Research Advisors, Inc.224,097
0.0% of portfolio›$11.3K
Burns Matteson Capital Management, LLC217,749
3.8% of portfolio›$11.0M
Oppenheimer & Co Inc216,492
0.1% of portfolio›$10.9M
Ticino Wealth199,455
3.1% of portfolio›$10.0M
Rebalance, LLC194,837
0.5% of portfolio›$9.8M
Citigroup Inc191,977
0.0% of portfolio›$9.7M
Compound Planning, Inc.182,443
0.2% of portfolio›$9.2M
Maia Wealth LLC176,398
1.2% of portfolio›$8.9M
Galvin, Gaustad & Stein, LLC175,966
0.7% of portfolio›$8.9M
North Dakota State Investment Board172,039
0.3% of portfolio›$8.7M
Freestate Advisors LLC170,095
6.6% of portfolio›$8.6M
Oppenheimer Asset Management Inc.168,926
0.1% of portfolio›$8.5M
Aspen Investment Management Inc166,758
4.2% of portfolio›$8.4M
MGO One Seven LLC166,188
0.1% of portfolio›$8.4M
Asio Capital, LLC162,227
1.0% of portfolio›$8.2M
Capital Wealth Management, LLC161,416
1.9% of portfolio›$8.1M
Davenport & Co LLC159,431
0.0% of portfolio›$8.0M
Darrow Company, Inc.149,837
3.0% of portfolio›$7.5M
Highline Wealth Partners LLC148,827
1.4% of portfolio›$7.5M
Vise Technologies, Inc.145,681
0.1% of portfolio›$7.3M
Invera Wealth Advisors, LLC141,935
3.7% of portfolio›$7.1M
Leuthold Group, LLC140,806
0.7% of portfolio›$7.1M
Investment Research Partners LLC137,296
2.3% of portfolio›$6.9M
XML Financial, LLC134,907
0.5% of portfolio›$6.8M
Patriot Investment Management Group, Inc.133,626
0.4% of portfolio›$6.7M
Balance Wealth Partners LLC132,864
1.6% of portfolio›$6.7M
Farther Finance Advisors, LLC132,634
0.0% of portfolio›$6.7M
Hennion & Walsh Asset Management, Inc.125,349
0.2% of portfolio›$6.3M
Charles Schwab Trust Co123,958
0.4% of portfolio›$6.2M
Fifth Third Securities, Inc.121,641
0.3% of portfolio›$6.1M
BlueSky Wealth Advisors, LLC121,536
0.7% of portfolio›$6.1M
City State Bank119,544
1.4% of portfolio›$6.0M
Wespac Advisors SoCal, LLC118,559
1.1% of portfolio›$6.0M
Agate Pass Investment Management, LLC114,520
2.0% of portfolio›$5.8M
Goelzer Investment Management, Inc.110,008
0.2% of portfolio›$5.5M
JB Capital LLC108,747
0.2% of portfolio›$5.5M
Prime Capital Investment Advisors, LLC108,649
0.1% of portfolio›$5.5M
LFA - Lugano Financial Advisors SA107,086
3.1% of portfolio›$5.4M
Conning Inc.100,754
0.2% of portfolio›$5.1M
Peoples Bank99,699
2.3% of portfolio›$5.0M
YHB Investment Advisors, Inc.98,256
0.3% of portfolio›$4.9M
Center For Asset Management LLC92,712
2.1% of portfolio›$4.7M
MV Capital Management, Inc.90,326
0.4% of portfolio›$4.5M
Breakwater Capital Group86,310
0.5% of portfolio›$4.3M
Independent Financial Group, LLC83,703
0.1% of portfolio›$4.2M
Forte Asset Management LLC79,524
1.6% of portfolio›$4.0M
Eagle Wealth Advisors LLC76,761
2.8% of portfolio›$3.9M
Chesley Taft & Associates LLC74,836
0.1% of portfolio›$3.8M
Invested Advisors74,818
3.2% of portfolio›$3.8M
Blue Trust, Inc.73,684
0.0% of portfolio›$3.7M
First Security Investment Management, Inc.72,947
3.0% of portfolio›$3.7M
James Investment Research, Inc.71,703
0.4% of portfolio›$3.6M
SWS Partners71,047
0.8% of portfolio›$3.6M
Fiduciary Alliance LLC70,955
0.3% of portfolio›$3.6M
Wealthstar Advisors, LLC70,101
1.0% of portfolio›$3.5M
Thrivent Financial for Lutherans68,056
0.0% of portfolio›$3.4M
Great Diamond Partners, LLC67,434
0.6% of portfolio›$3.4M
Reicon Wealth Advisors, LLC64,136
1.8% of portfolio›$3.2M
Kingswood Wealth Advisors, LLC63,003
0.1% of portfolio›$3.2M
Israel Discount Bank of New York62,557
5.7% of portfolio›$3.1M
Avail Investment Partners, LLC62,478
2.3% of portfolio›$3.1M
DMC Group, LLC61,195
2.1% of portfolio›$3.1M
Procyon Advisors, LLC59,774
0.1% of portfolio›$3.0M
Ackerman Capital Advisors, LLC56,294
0.6% of portfolio›$2.8M
Onyx Bridge Wealth Group LLC55,547
0.2% of portfolio›$2.8M
Parsons Capital Management Inc54,240
0.1% of portfolio›$2.7M
Apollon Wealth Management, LLC53,534
0.0% of portfolio›$2.7M
Private Wealth Management Group, LLC53,287
0.6% of portfolio›$2.7M
AMG National Trust Bank53,099
0.1% of portfolio›$2.7M
Bigelow Investment Advisors, LLC51,942
0.9% of portfolio›$2.6M
Courage Miller Partners, LLC51,690
0.7% of portfolio›$2.6M
Hengehold Capital Management LLC51,683
0.2% of portfolio›$2.6M
Winter & Associates, Inc.48,745
1.8% of portfolio›$2.5M
Outlook Wealth Advisors, LLC48,614
0.5% of portfolio›$2.4M
Forza Wealth Management, LLC47,351
0.7% of portfolio›$2.4M
Capital Investment Counsel, LLC45,135
0.3% of portfolio›$2.3M
PW Nova Financial Services LLC44,736
0.5% of portfolio›$2.3M
Dynamic Advisor Solutions LLC44,002
0.1% of portfolio›$2.2M
JBGlobal.com LLC43,811
2.0% of portfolio›$2.2M
Basso Capital Management, L.P.42,821
0.5% of portfolio›$2.2M
Eagle Global Advisors LLC42,325
0.1% of portfolio›$2.1M
Squire Investment Management Company, LLC42,145
0.5% of portfolio›$2.1M
Keeler Thomas Management LLC40,838
0.8% of portfolio›$2.1M
Busey Bank40,807
0.0% of portfolio›$2.1M
Higgins & Schmidt Wealth Strategies LLC40,134
0.8% of portfolio›$2.0M
Montecito Bank & Trust40,050
0.3% of portfolio›$2.0M
LightSquare Wealth Management, LLC38,407
1.3% of portfolio›$1.9M
Wealth Enhancement Trust Services, Inc.36,040
0.2% of portfolio›$1.8M
Archvest Wealth Advisors, Inc.35,707
0.9% of portfolio›$1.8M
Royal Fund Management, LLC35,604
0.1% of portfolio›$1.8M
Calamos Wealth Management LLC34,468
0.0% of portfolio›$1.7M
Abundance Wealth Counselors34,240
0.2% of portfolio›$1.7M
Absolute Capital Management, LLC33,278
0.4% of portfolio›$1.7M
Wespac Advisors, LLC33,116
0.8% of portfolio›$1.7M
Diversified Portfolios, Inc.32,925
0.1% of portfolio›$1.7M
Urban Wealth Management, LLC31,480
1.4% of portfolio›$1.6M
First International Bank of Israel Ltd.31,443
0.6% of portfolio›$1.6M
Market Street Wealth Management Advisors LLC30,021
0.2% of portfolio›$1.5M
J.W. Cole Advisors, Inc.27,107
0.0% of portfolio›$1.4M
Crescent Grove Advisors, LLC26,935
0.1% of portfolio›$1.4M
PKS Advisory Services, LLC26,542
0.2% of portfolio›$1.4M
Fire Capital Management LLC26,157
0.3% of portfolio›$1.3M
Boltwood Capital Management26,120
0.3% of portfolio›$1.3M
Union Bancaire Privee, UBP SA25,908
0.0% of portfolio›$1.3M
King Luther Capital Management Corp25,172
0.0% of portfolio›$1.3M
Sanchez Gaunt Capital Management, LLC25,023
0.7% of portfolio›$1.3M
IFP Advisors, Inc24,842
0.0% of portfolio›$1.3M
Thryve Wealth Management LLC24,499
0.7% of portfolio›$1.2M
TFB Advisors LLC24,445
0.5% of portfolio›$1.2M
TL Private Wealth24,360
0.4% of portfolio›$1.2M
RFG Advisory, LLC23,850
0.0% of portfolio›$1.2M
Prospera Financial Services Inc23,704
0.0% of portfolio›$1.2M
Asset One Wealth Management LLC23,244
0.1% of portfolio›$1.2M
Grey Ledge Advisors, LLC22,630
0.2% of portfolio›$1.1M
Capital Investment Advisors, LLC22,570
0.0% of portfolio›$1.1M
Steinberganna Wealth Management21,301
0.5% of portfolio›$1.1M
Texas Bank & Trust Co21,277
0.3% of portfolio›$1.1M
Fort Washington Investment Advisors Inc20,805
0.0% of portfolio›$1.0M
Diversify Wealth Management, LLC20,323
0.0% of portfolio›$1.0M
Diversify Advisory Services, LLC20,323
0.0% of portfolio›$1.0M
Sumitomo Mitsui Trust Group, Inc.20,000
0.0% of portfolio›$1.0M
Tenet Wealth Partners, LLC19,408
0.7% of portfolio›$977.2K
Partners Wealth Management, LLC18,797
0.1% of portfolio›$946.4K
Tilia Fiduciary Partners, Inc.18,789
0.4% of portfolio›$946.0K
United Advisor Group, LLC18,683
0.1% of portfolio›$940.7K
Elwood & Goetz Wealth Advisory Group, LLC18,449
0.1% of portfolio›$928.9K
Lewis Asset Management, LLC18,418
0.3% of portfolio›$927.3K
Atria Investments, Inc18,152
0.0% of portfolio›$913.9K
Vicus Capital17,800
0.1% of portfolio›$896.2K
Revisor Wealth Management LLC17,704
0.2% of portfolio›$899.1K
SeaBridge Investment Advisors LLC17,637
0.1% of portfolio›$888.0K
Simon Quick Advisors, LLC16,621
0.0% of portfolio›$836.9K
Hoxton Planning & Management, LLC16,616
0.2% of portfolio›$836.6K
ETF Portfolio Partners, Inc.16,569
0.2% of portfolio›$834.2K
Phillips Financial Management, LLC16,052
0.1% of portfolio›$808.2K
Peddock Capital Advisors, LLC15,583
0.2% of portfolio›$784.6K
Private Trust Co NA15,566
0.1% of portfolio›$783.8K
Waystone Advisors LLC15,481
0.6% of portfolio›$823.1K
Brucke Financial, Inc.15,374
0.3% of portfolio›$774.1K
Perigon Wealth Management, LLC15,136
0.0% of portfolio›$762.1K
SWP Financial LLC15,102
0.4% of portfolio›$760.4K
Wedbush Securities Inc15,062
0.0% of portfolio›$758
Navigation Group, LLC14,904
0.1% of portfolio›$750.4K
Mitchell Sinkler & Starr14,871
0.3% of portfolio›$748.8K
ACT Wealth Management, LLC14,815
0.2% of portfolio›$745.9K
Cullen T Bankers, Inc.14,332
0.0% of portfolio›$721.6K
Turtle Creek Wealth Advisors, LLC14,185
0.0% of portfolio›$714.2K
Verdence Capital Advisors LLC13,699
0.0% of portfolio›$689.8K
Kestra Private Wealth Services, LLC13,500
0.0% of portfolio›$679.7K
Perryman Financial Advisory Inc13,355
0.1% of portfolio›$672.4K
Bingham Private Wealth, LLC13,262
0.5% of portfolio›$667.7K
Bauman Advisory Group, LLC12,810
0.3% of portfolio›$645.0K
Meridian Wealth Management, LLC12,589
0.0% of portfolio›$633.8K
4J Wealth Management LLC12,567
0.3% of portfolio›$632.8K
Bourgeon Capital Management LLC12,484
0.1% of portfolio›$628.6K
Axxcess Wealth Management, LLC12,274
0.0% of portfolio›$618.0K
Bangor Savings Bank12,047
0.0% of portfolio›$606.6K
Meitav Investment House LTD11,651
0.0% of portfolio›$586.6K
Arista Wealth Management, LLC11,635
0.1% of portfolio›$585.8K
Equita Financial Network, Inc.11,612
0.2% of portfolio›$584.7K
Courier Capital LLC11,393
0.0% of portfolio›$573.7K
KPP Advisory Services LLC11,273
0.1% of portfolio›$567.6K
Calamos Advisors LLC11,151
0.0% of portfolio›$561.5K
CWA Asset Management Group, LLC10,891
0.0% of portfolio›$548.4K
SAX Wealth Advisors, LLC10,891
0.0% of portfolio›$548.4K
Brookstone Capital Management10,734
0.0% of portfolio›$540.5K
Focus Wealth Advisors, LLC10,434
0.3% of portfolio›$525.4K
Duncker Streett & Co Inc10,357
0.1% of portfolio›$521.5K
Choreo, LLC10,265
0.0% of portfolio›$517.1K
Ashton Thomas Private Wealth, LLC10,251
0.0% of portfolio›$516.1K
AmeriServ Wealth Advisors10,118
0.4% of portfolio›$509.4K
Meridian Financial Advisors, LLC10,099
0.2% of portfolio›$508.5K
Y.D. More Investments Ltd9,950
0.0% of portfolio›$500.1K
Pacific Excel Wealth Advisors, Inc.9,766
0.5% of portfolio›$491.7K
Florida Trust Wealth Management Co9,751
0.0% of portfolio›$491.0K
Ascent Group, LLC9,735
0.0% of portfolio›$490.2K
First County Bank9,476
0.2% of portfolio›$477.1K
Wealth Advisory Solutions, LLC9,472
0.1% of portfolio›$476.9K
Transcendent Capital Group LLC9,347
0.2% of portfolio›$470.6K
NTV Asset Management LLC9,294
0.0% of portfolio›$468.0K
Lanark Financial, Inc.9,214
0.0% of portfolio›$463.9K
Tctc Holdings, LLC9,198
0.0% of portfolio›$463.1K
Sowell Financial Services LLC9,174
0.0% of portfolio›$461.9K
Manchester Capital Management LLC9,163
0.1% of portfolio›$461.4K
StoneX Group Inc.8,893
0.0% of portfolio›$457.1K
Avior Wealth Management, LLC8,657
0.0% of portfolio›$435.9K
FF Advisors,LLC8,593
0.2% of portfolio›$432.7K
First Heartland Consultants, Inc.8,396
0.0% of portfolio›$422.7K
Equitable Trust Co8,234
0.0% of portfolio›$414.6K
Titleist Asset Management, LLC8,114
0.0% of portfolio›$408.5K
Brighton Jones LLC7,972
0.0% of portfolio›$401.4K
Rossby Financial, LCC7,900
0.1% of portfolio›$397.8K
Exchange Bank7,672
0.2% of portfolio›$386.3K
Nearside Advisors, LLC7,670
0.3% of portfolio›$386.2K
Sagespring Wealth Partners, LLC7,640
0.0% of portfolio›$384.7K
Evolution Wealth Advisors, LLC7,477
0.0% of portfolio›$376.5K
Kachkovsky & Fisher, Inc.7,402
0.3% of portfolio›$372.7K
Wynn Capital, LLC7,400
0.2% of portfolio›$372.6K
NBT Bank, N.A.7,347
0.0% of portfolio›$369.9K
FC Advisory LLC7,227
0.1% of portfolio›$363.9K
Bellecapital International Ltd.7,214
0.1% of portfolio›$363.2K
Sawgrass Asset Management LLC7,195
0.0% of portfolio›$362.3K
PFG Advisors7,149
0.0% of portfolio›$359.9K
Apella Capital, LLC7,048
0.0% of portfolio›$354.8K
Visionary Wealth Advisors7,013
0.0% of portfolio›$353.1K
Pinion Investment Advisors, LLC6,761
0.1% of portfolio›$340.4K
Evanson Financial, LLC6,758
0.0% of portfolio›$340.3K
Herold Advisors, Inc.6,710
0.1% of portfolio›$337.9K
Inman Jager Wealth Management, LLC6,690
0.2% of portfolio›$336.8K
Braun-Bostich & Associates Inc.6,668
0.2% of portfolio›$335.7K
Swmg, LLC6,668
0.1% of portfolio›$340.7K
Leo Wealth, LLC6,657
0.1% of portfolio›$335.2K
Balefire, LLC6,631
0.1% of portfolio›$333.9K
Investment Partners, Ltd.6,478
0.1% of portfolio›$326.1K
John W. Brooker & Co., CPAs6,244
0.4% of portfolio›$314.4K
Sheets Smith Wealth Management6,000
0.0% of portfolio›$302.1K
Nations Financial Group Inc,5,993
0.0% of portfolio›$301.8K
Integrity Alliance, Llc.5,943
0.0% of portfolio›$299.2K
Founders Financial Securities LLC5,867
0.0% of portfolio›$295.4K
Grove Bank & Trust5,783
0.0% of portfolio›$291.2K
Paragon Capital Management Ltd5,776
0.1% of portfolio›$290.8K
Heritage Investors Management Corp5,735
0.0% of portfolio›$289
Piscataqua Savings Bank5,725
0.2% of portfolio›$288.2K
Old National Bancorp5,513
0.0% of portfolio›$277.6K
Regions Financial Corp5,496
0.0% of portfolio›$276.7K
Verus Capital Partners, LLC5,484
0.0% of portfolio›$276.1K
Flagstar Securities, Inc5,319
0.1% of portfolio›$267.8K
Roan Capital Partners5,215
0.2% of portfolio›$262.6K
Modera Wealth Management, LLC5,147
0.0% of portfolio›$259.2K
Sima Wealth Partners, LLC5,084
0.2% of portfolio›$256.0K
HB Wealth Management, LLC5,066
0.0% of portfolio›$255.1K
Lee Financial Co4,950
0.0% of portfolio›$249.2K
Facet Wealth, Inc.4,837
0.0% of portfolio›$243.5K
Crumly & Associates Inc.4,625
0.0% of portfolio›$232.9K
Univest Financial Corp4,594
0.0% of portfolio›$231.3K
Ignite Planners, LLC4,584
0.0% of portfolio›$230.8K
McAdam, LLC4,584
0.0% of portfolio›$230.8K
Midwest Trust Co4,552
0.0% of portfolio›$229.2K
Spire Wealth Management4,519
0.0% of portfolio›$227.5K
Accurate Wealth Management, LLC4,430
0.0% of portfolio›$223.6K
Farmers & Merchants Trust Co of Long Beach4,418
0.0% of portfolio›$222.4K
Independent Wealth Network Inc.4,380
0.1% of portfolio›$220.5K
Triad Wealth Partners, LLC4,351
0.0% of portfolio›$219.1K
Lantern Wealth Advisors, LLC4,344
0.1% of portfolio›$218.7K
McCarley & Cook Financial Planners4,325
0.2% of portfolio›$217.8K
Advisory Solutions Group, LLC4,216
0.0% of portfolio›$212.3K
Trilogy Capital Inc.4,183
0.0% of portfolio›$210.6K
Gradient Capital Advisors, LLC4,141
0.0% of portfolio›$208.5K
Woodward Diversified Capital, LLC4,131
0.1% of portfolio›$208.0K
Farrell Financial LLC3,979
0.1% of portfolio›$200.3K
AlphaCore Capital LLC3,470
0.0% of portfolio›$174.7K
Financial Consulate, Inc3,040
0.0% of portfolio›$153.1K
EverSource Wealth Advisors, LLC3,038
0.0% of portfolio›$153.0K
TD Waterhouse Canada Inc.2,627
0.0% of portfolio›$132.0K
Morton Brown Family Wealth, LLC2,486
0.0% of portfolio›$125.2K
Hanson & Doremus Investment Management2,480
0.0% of portfolio›$125
Beacon Capital Management, Inc.2,409
0.0% of portfolio›$121.3K
Union Savings Bank2,406
0.0% of portfolio›$121.1K
Wilmington Savings Fund Society, FSB2,400
0.0% of portfolio›$120.8K
Capital Investment Advisory Services, LLC2,361
0.0% of portfolio›$119.1K
General Partner, Inc.2,165
0.1% of portfolio›$109.0K
John Boyer, Inc.2,051
0.1% of portfolio›$103.3K
Albion Financial Group2,017
0.0% of portfolio›$101.6K
Parkside Financial Bank & Trust1,995
0.0% of portfolio›$100.4K
Silver Grove Financial Group, Inc.1,916
0.0% of portfolio›$96.5K
American Capital Advisory, LLC1,815
0.0% of portfolio›$91.4K
Parallel Advisors, LLC1,630
0.0% of portfolio›$82.1K
Pinnacle Bancorp, Inc.1,470
0.0% of portfolio›$74.0K
Polaris Financial Partners1,440
0.0% of portfolio›$73
Pacific Center for Financial Services1,404
0.0% of portfolio›$70.7K
Jacobi Capital Management LLC1,398
0.0% of portfolio›$70.4K
Eastern Bank1,392
0.0% of portfolio›$70.1K
Cherry Tree Wealth Management, LLC1,306
0.0% of portfolio›$65.8K
Bell Investment Advisors, Inc1,298
0.0% of portfolio›$65.4K
SBI Securities Co., Ltd.1,069
0.0% of portfolio›$53.8K
Provenance Wealth Advisors, LLC880
0.0% of portfolio›$44.3K
BankChampaign, National Association778
0.0% of portfolio›$39.2K
Mechanics Financial Corp764
0.0% of portfolio›$38.5K
Indiana Trust & Investment Management Co742
0.0% of portfolio›$37.4K
Creative Financial Designs Inc736
0.0% of portfolio›$37.1K
Go Invest LLC734
0.0% of portfolio›$37.0K
Realta Investment Advisors698
0.0% of portfolio›$35.1K
Cape Investment Advisory, Inc.677
0.0% of portfolio›$34.1K
Glass Jacobson Investment Advisors llc675
0.0% of portfolio›$34.0K
Blueline Advisors LLC674
0.0% of portfolio›$33.9K
Birch Financial Group, LLC635
0.0% of portfolio›$32.0K
Jcic Asset Management Inc.620
0.0% of portfolio›$31.2K
GK Wealth Management LLC620
0.0% of portfolio›$31.2K
Viewpoint Capital Management LLC600
0.0% of portfolio›$30.2K
1620 Investment Advisors, Inc.590
0.0% of portfolio›$29.7K
Montag A & Associates Inc570
0.0% of portfolio›$28.7K
Harel Insurance Investments & Financial Services Ltd.547
0.0% of portfolio›$27
Nvwm, LLC542
0.0% of portfolio›$27.3K
Rudd Co d/b/a Styre Wealth529
0.0% of portfolio›$26.8K
Birchwood Financial Partners, Inc.502
0.0% of portfolio›$25.3K
Rossmore Private Capital500
0.0% of portfolio›$25.2K
Balentine LLC500
0.0% of portfolio›$25.2K
Root Financial Partners, LLC490
0.0% of portfolio›$24.7K
Tompkins Financial Corp477
0.0% of portfolio›$24.0K
Angeles Wealth Management, LLC475
0.0% of portfolio›$23.9K
EPG Wealth Management LLC453
0.0% of portfolio›$22.8K
Southern Michigan Bank & Trust450
0.0% of portfolio›$22.7K
Golden State Wealth Management, LLC431
0.0% of portfolio›$21.7K
Signature Equity Partners, LLC416
0.0% of portfolio›$21.0K
WestEnd Advisors, LLC407
0.0% of portfolio›$20.5K
Friedenthal Financial405
0.0% of portfolio›$20.4K
Physician Wealth Advisors, Inc.381
0.0% of portfolio›$19.2K
MassMutual Private Wealth & Trust, FSB380
0.0% of portfolio›$19.1K
Wolff Wiese Magana LLC350
0.0% of portfolio›$17.6K
Cornerstone National Bank & Trust Co308
0.0% of portfolio›$15.5K
Asset Dedication, LLC266
0.0% of portfolio›$13.4K
Latitude Advisors, LLC256
0.0% of portfolio›$12.9K
Elevate Wealth Advisory, Inc249
0.0% of portfolio›$12.5K
Wagner Wealth Management, LLC237
0.0% of portfolio›$11.9K
Central Trust Co222
0.0% of portfolio›$11.2K
Buck Wealth Strategies, LLC219
0.0% of portfolio›$11.0K
Larson Financial Group LLC218
0.0% of portfolio›$11.0K
Kingdom Financial Group Llc.201
0.0% of portfolio›$10.1K
Edgemoor Investment Advisors, Inc.200
0.0% of portfolio›$10.1K
Compass Financial Management LLC189
0.0% of portfolio›$9.5K
Richardson Capital Management LLC175
0.0% of portfolio›$8.8K
Creative Capital Management Investments LLC171
0.0% of portfolio›$8.6K
City Holding Co170
0.0% of portfolio›$8.6K
Barnes Dennig Private Wealth Management LLC162
0.0% of portfolio›$8.2K
Pinnacle Wealth Planning Services, Inc.149
0.0% of portfolio›$7.5K
Axiom Investment Management LLC120
0.0% of portfolio›$6.0K
Investors Research Corp120
0.0% of portfolio›$6.0K
Barrett & Company, Inc.108
0.0% of portfolio›$5.4K
Costello Asset Management, Inc100
0.0% of portfolio›$5.0K
Nvest Wealth Strategies, Inc.99
0.0% of portfolio›$5.0K
High Point Wealth Management, LLC76
0.0% of portfolio›$3.8K
Avion Wealth67
0.0% of portfolio›$3
Evolution Wealth Management Inc.63
0.0% of portfolio›$3.2K
Bank of New Hampshire56
0.0% of portfolio›$2.8K
Capital Advisors, Ltd. LLC55
0.0% of portfolio›$3
Archer Investment Corp53
0.0% of portfolio›$2.6K
Hazlett, Burt & Watson, Inc.48
0.0% of portfolio›$2
Quest 10 Wealth Builders, Inc.47
0.0% of portfolio›$2.4K
Proathlete Wealth Management LLC45
0.0% of portfolio›$2.3K
Ashurst Perkins Coie Trust Co40
0.0% of portfolio›$2.0K
Hager Investment Management Services, LLC35
0.0% of portfolio›$1.8K
Rosenberg Matthew Hamilton26
0.0% of portfolio›$1.3K
Signature Resources Capital Management, LLC22
0.0% of portfolio›$1.1K
Montgomery Financial Services LLC10
0.0% of portfolio›$504
Simplex Trading, LLC2
0.0% of portfolio›$100
Illumine Investment Management, LLC0
2.8% of portfolio›$4.0M
StyleTurnoverLocationFiled
Assetmark, Inc
9,396,425$473.1M0.8%ETFLowConcord, CA2026-10-21
Matson Money. Inc.
4,051,363$204.0M5.7%ETFVery LowMason, OH2026-10-23
TD Private Client Wealth LLC
3,251,440$163.7M3.0%ETFLowNew York, NY2026-10-28
Truist Financial Corp
2,270,441$114.3M0.1%CoreLowCharlotte, NC2026-10-30
Petersen Hastings Wealth Advisors Inc.
2,209,181$111.2M9.2%ETFLowKennewick, WA2026-10-27
Acropolis Investment Management, LLC
2,184,246$110.0M4.4%ETFLowSt. Louis, MO2026-10-08
Greenwood Gearhart LLC
1,556,034$78.3M3.5%ETFLowFayetteville, AR2026-11-02
US Bancorp \de\
1,321,391$66.5M0.1%IndexLowMinneapolis, MN2026-11-05
Wealth Enhancement Advisory Services, LLC
1,308,920$66.1M0.1%CoreLowPlymouth, MN2026-10-13
RMG Wealth Management LLC
1,304,233$66.7M6.9%ETFVery HighPlatteville, WI2026-10-26
Keybank National Association
1,264,647$63.7M0.2%CoreLowBrooklyn, OH2026-11-04
MFA Wealth Advisors, LLC
1,022,700$51.5M8.7%ETFMediumPittsburgh, PA2026-10-07
Flagstone Financial Management
896,965$45.2M9.9%ETFVery LowLincoln, NE2026-11-05
Dodds Wealth, LLC
879,610$44.3M10.0%ETFVery LowGreenwood Village, CO2026-11-02
Kestra Advisory Services, LLC
831,087$41.8M0.1%CoreLowAustin, TX2026-11-02
CVS Health Corp
705,000$35.5M8.3%ETFMediumWoonsocket, RI2026-11-05
Thoma Capital Management LLC
698,644$35.2M18.4%ETFLowTowson, MD2026-10-19
Bank of New York Mellon Corp
570,007$28.7M0.0%CoreLowNew York, NY2026-11-05
Schmidt P J Investment Management Inc
537,153$27.0M4.1%GrowthVery LowCedarburg, WI2026-11-02
Ameliora Wealth Management Ltd.
499,147$25.1M7.2%ETFLowZurich, Switzerland2026-10-23
Klaas Financial Asset Advisors, LLC
497,936$25.1M3.1%ETFVery LowLoves Park, IL2026-10-19
One Way Holdings LLC
496,300$25.0M1.1%CoreMediumFlower Mound, TX2026-10-29
Birchbrook, Inc.
494,800$24.9M11.9%ETFLowBangor, ME2026-10-14
Black Diamond Financial, LLC
462,424$23.3M2.0%ETFVery LowTowson, MD2026-10-26
BCK Partners, Inc.
441,895$22.2M10.8%ETFVery LowCorning, NY2026-10-23
Arkansas Financial Group, Inc.
437,315$22.0M2.9%ETFVery LowLittle Rock, AR2026-10-26
Cyndeo Wealth Partners, LLC
432,868$21.8M1.0%CoreMediumSt. Petersburg, FL2026-10-16
DT Investment Partners, LLC
419,580$21.1M1.5%ETFVery LowChadds Ford, PA2026-10-27
Avidian Wealth Enterprises, LLC
412,406$20.8M0.6%ETFLowHouston, TX2026-10-08
Venture Visionary Partners LLC
409,520$20.6M0.5%CoreLowSylvania, OH2026-10-07
Creative Planning
401,028$20.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Bailard, Inc.
394,791$19.9M0.4%GrowthMediumFoster City, CA2026-10-13
Smith Salley Wealth Management
389,266$19.6M0.8%GrowthLowGreensboro, NC2026-11-03
Commonwealth Equity Services, LLC
388,984$19.6M0.0%ETFLowWaltham, MA2026-11-02
Chicago Partners Investment Group LLC
377,190$19.2M0.4%GARPLowChicago, IL2026-10-27
Lido Advisors, LLC
359,435$18.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Concurrent Investment Advisors, LLC
357,319$18.0M0.1%GrowthMediumTampa, FL2026-10-16
Rational Advisors, Inc.
318,425$16.0M1.5%ETFMediumSan Juan, PR2026-11-02
Blue Fin Capital, Inc.
296,561$14.9M2.0%GrowthVery LowWarren, RI2026-10-28
Colton Groome Financial Advisors, LLC
280,456$14.1M3.3%ETFLowAsheville, NC2026-10-06
D.A. Davidson & Co.
277,188$14.0M0.1%CoreLowGreat Falls, MT2026-10-28
Naples Global Advisors, LLC
270,173$13.6M0.9%CoreVery LowNaples, FL2026-11-05
Financial Partners Group, Inc
262,112$13.2M1.4%ETFLowOverland Park, KS2026-10-19
Caldwell Trust Co
255,132$12.8M1.0%GrowthLowVenice, FL2026-10-30
BAR Harbor Wealth Management
253,432$12.8M0.7%CoreLowConcord, NH2026-10-21
Semitam Bonam LLC
238,397$12.0M8.4%ETFVery LowGoshen, NY2026-10-27
Jmac Enterprises LLC
237,550$12.0M2.0%ETFVery LowNewtown, PA2026-10-30
Mendota Financial Group, LLC
236,711$11.9M7.4%ETFLowMadison, WI2026-10-07
CoreCap Advisors, LLC
234,396$11.8M0.3%ETFMediumSouthfield, MI2026-10-08
Sigma Planning Corp
233,745$11.8M0.3%GrowthMediumAnn Arbor, MI2026-10-23
Fifth Third Bancorp
228,740$11.5M0.0%IndexVery LowCincinnati, OH2026-11-05
Anchor Capital Advisors LLC
228,028$11.5M0.4%ValueMediumBoston, MA2026-11-05
Park Avenue Securities LLC
224,769$11.3K0.0%ETFMediumNew York, NY2026-10-26
Cambridge Investment Research Advisors, Inc.
224,097$11.3K0.0%ETFLowFairfield, IA2026-11-02
Burns Matteson Capital Management, LLC
217,749$11.0M3.8%CoreMediumCorning, NY2026-10-16
Oppenheimer & Co Inc
216,492$10.9M0.1%CoreLowNew York, NY2026-10-26
Ticino Wealth
199,455$10.0M3.1%GARPMediumMission Viejo, CA2026-10-13
Rebalance, LLC
194,837$9.8M0.5%ETFVery LowPalo Alto, CA2026-10-22
Citigroup Inc
191,977$9.7M0.0%CoreMediumNew York, NY2026-11-04
Compound Planning, Inc.
182,443$9.2M0.2%CoreLowNew York, NY2026-11-05
Maia Wealth LLC
176,398$8.9M1.2%ETFMediumDenver, CO2026-10-19
Galvin, Gaustad & Stein, LLC
175,966$8.9M0.7%CoreMediumScottsdale, AZ2026-10-08
North Dakota State Investment Board
172,039$8.7M0.3%GrowthMediumBismarck, ND2026-10-27
Freestate Advisors LLC
170,095$8.6M6.6%ETFVery LowOverland Park, KS2026-10-09
Oppenheimer Asset Management Inc.
168,926$8.5M0.1%CoreMediumNew York, NY2026-10-27
Aspen Investment Management Inc
166,758$8.4M4.2%GrowthLowGrand Rapids, MI2026-11-05
MGO One Seven LLC
166,188$8.4M0.1%GrowthLowBeachwood, OH2026-10-28
Asio Capital, LLC
162,227$8.2M1.0%GrowthMediumLexington, KY2026-10-19
Capital Wealth Management, LLC
161,416$8.1M1.9%ETFVery LowW. Warwick, RI2026-10-27
Davenport & Co LLC
159,431$8.0M0.0%CoreMediumRichmond, VA2026-10-14
Darrow Company, Inc.
149,837$7.5M3.0%ETFVery LowNeedham, MA2026-10-22
Highline Wealth Partners LLC
148,827$7.5M1.4%ETFMediumSherman Oaks, CA2026-10-19
Vise Technologies, Inc.
145,681$7.3M0.1%IndexLowNew York, NY2026-10-29
Invera Wealth Advisors, LLC
141,935$7.1M3.7%GrowthMediumBend, OR2026-10-28
Leuthold Group, LLC
140,806$7.1M0.7%ValueMediumMinneapolis, MN2026-11-04
Investment Research Partners LLC
137,296$6.9M2.3%CoreLowLemont, PA2026-10-19
XML Financial, LLC
134,907$6.8M0.5%ETFLowBethesda, MD2026-10-29
Patriot Investment Management Group, Inc.
133,626$6.7M0.4%ETFVery LowKnoxville, TN2026-10-15
Balance Wealth Partners LLC
132,864$6.7M1.6%ETFMediumWorthington, OH2026-10-27
Farther Finance Advisors, LLC
132,634$6.7M0.0%IndexLowSan Francisco, CA2026-10-08
Hennion & Walsh Asset Management, Inc.
125,349$6.3M0.2%ValueMediumParsippany, NJ2026-10-13
Charles Schwab Trust Co
123,958$6.2M0.4%ETFLowHenderson, NV2026-10-15
Fifth Third Securities, Inc.
121,641$6.1M0.3%ETFLowCincinnati, OH2026-10-21
BlueSky Wealth Advisors, LLC
121,536$6.1M0.7%ETFMediumNew Bern, NC2026-10-29
City State Bank
119,544$6.0M1.4%GrowthVery LowNorwalk, IA2026-10-20
Wespac Advisors SoCal, LLC
118,559$6.0M1.1%GrowthMediumPasadena, CA2026-10-13
Agate Pass Investment Management, LLC
114,520$5.8M2.0%CoreLowBainbridge Island, WA2026-10-20
Goelzer Investment Management, Inc.
110,008$5.5M0.2%GrowthLowCarmel, IN2026-10-16
JB Capital LLC
108,747$5.5M0.2%ETFMediumWethersfield, CT2026-10-19
Prime Capital Investment Advisors, LLC
108,649$5.5M0.1%ETFLowOverland Park, KS2026-10-20
LFA - Lugano Financial Advisors SA
107,086$5.4M3.1%ETFLowLugano, Switzerland2026-11-03
Conning Inc.
100,754$5.1M0.2%CoreMediumHartford, CT2026-10-27
Peoples Bank
99,699$5.0M2.3%ETFLowMarietta, OH2026-10-26
YHB Investment Advisors, Inc.
98,256$4.9M0.3%GrowthLowWest Hartford, CT2026-10-08
Center For Asset Management LLC
92,712$4.7M2.1%ETFMediumPalm Beach Gardens, FL2026-10-16
MV Capital Management, Inc.
90,326$4.5M0.4%ETFLowBethesda, MD2026-10-29
Breakwater Capital Group
86,310$4.3M0.5%ETFLowParamus, NJ2026-10-09
Independent Financial Group, LLC
83,703$4.2M0.1%GrowthLowSan Diego, CA2026-10-13
Forte Asset Management LLC
79,524$4.0M1.6%ETFLowBedford, NY2026-10-13
Eagle Wealth Advisors LLC
76,761$3.9M2.8%Agg GrowthMediumWestport, CT2026-10-20
Chesley Taft & Associates LLC
74,836$3.8M0.1%CoreLowChicago, IL2026-10-13
Invested Advisors
74,818$3.8M3.2%CoreMediumState College, PA2026-10-23
Blue Trust, Inc.
73,684$3.7M0.0%ETFLowBrentwood, TN2026-10-15
First Security Investment Management, Inc.
72,947$3.7M3.0%ETFVery LowLittle Rock, AR2026-11-05
James Investment Research, Inc.
71,703$3.6M0.4%CoreLowAlpha, OH2026-10-22
SWS Partners
71,047$3.6M0.8%GrowthMediumColumbus, OH2026-10-26
Fiduciary Alliance LLC
70,955$3.6M0.3%CoreMediumGreenville, SC2026-10-13
Wealthstar Advisors, LLC
70,101$3.5M1.0%ETFMediumPlano, TX2026-10-19
Thrivent Financial for Lutherans
68,056$3.4M0.0%GARPMediumMinneapolis, MN2026-11-05
Great Diamond Partners, LLC
67,434$3.4M0.6%CoreMediumPortland, ME2026-10-13
Reicon Wealth Advisors, LLC
64,136$3.2M1.8%ETFLowAtlanta, GA2026-11-04
Kingswood Wealth Advisors, LLC
63,003$3.2M0.1%GrowthLowSan Diego, CA2026-10-23
Israel Discount Bank of New York
62,557$3.1M5.7%ETFMediumNew York, NY2026-10-14
Avail Investment Partners, LLC
62,478$3.1M2.3%CoreMediumLemont, PA2026-10-16
DMC Group, LLC
61,195$3.1M2.1%CoreMediumBirmingham, AL2026-10-26
Procyon Advisors, LLC
59,774$3.0M0.1%CoreVery LowShelton, CT2026-10-21
Ackerman Capital Advisors, LLC
56,294$2.8M0.6%ETFLowDallas, TX2026-10-30
Onyx Bridge Wealth Group LLC
55,547$2.8M0.2%ETFMediumTarrytown, NY2026-10-16
Parsons Capital Management Inc
54,240$2.7M0.1%CoreLowProvidence, RI2026-10-28
Apollon Wealth Management, LLC
53,534$2.7M0.0%GrowthLowMount Pleasant, SC2026-10-23
Private Wealth Management Group, LLC
53,287$2.7M0.6%ETFLowPrinceton, NJ2026-10-19
AMG National Trust Bank
53,099$2.7M0.1%ETFLowGreenwood Village, CO2026-11-05
Bigelow Investment Advisors, LLC
51,942$2.6M0.9%ETFLowPortland, ME2026-10-13
Courage Miller Partners, LLC
51,690$2.6M0.7%ETFVery LowNorfolk, VA2026-10-21
Hengehold Capital Management LLC
51,683$2.6M0.2%ETFLowCincinnati, OH2026-10-16
Winter & Associates, Inc.
48,745$2.5M1.8%ETFMediumSt. Paul, MN2026-10-23
Outlook Wealth Advisors, LLC
48,614$2.4M0.5%ETFMediumShenandoah, TX2026-10-28
Forza Wealth Management, LLC
47,351$2.4M0.7%CoreVery LowSarasota, FL2026-10-20
Capital Investment Counsel, LLC
45,135$2.3M0.3%CoreLowDenver, CO2026-10-14
PW Nova Financial Services LLC
44,736$2.3M0.5%ETFLowNewtown, PA2026-10-15
Dynamic Advisor Solutions LLC
44,002$2.2M0.1%ETFLowPhoenix, AZ2026-10-13
JBGlobal.com LLC
43,811$2.2M2.0%ETFMediumNew York, NY2026-10-13
Basso Capital Management, L.P.
42,821$2.2M0.5%ETFMediumStamford, CT2026-10-30
Eagle Global Advisors LLC
42,325$2.1M0.1%CoreLowHouston, TX2026-11-02
Squire Investment Management Company, LLC
42,145$2.1M0.5%ETFVery LowOrem, UT2026-11-03
Keeler Thomas Management LLC
40,838$2.1M0.8%CoreHighOrem, UT2026-10-29
Busey Bank
40,807$2.1M0.0%GrowthVery LowUrbana, IL2026-10-26
Higgins & Schmidt Wealth Strategies LLC
40,134$2.0M0.8%ETFLowDenver, CO2026-10-26
Montecito Bank & Trust
40,050$2.0M0.3%GrowthVery LowSanta Barbara, CA2026-10-01
LightSquare Wealth Management, LLC
38,407$1.9M1.3%ETFN/ABingham Farms, MI2026-11-03
Wealth Enhancement Trust Services, Inc.
36,040$1.8M0.2%GrowthMediumSioux Falls, SD2026-10-07
Archvest Wealth Advisors, Inc.
35,707$1.8M0.9%ETFLowConcord, CA2026-10-29
Royal Fund Management, LLC
35,604$1.8M0.1%GrowthMediumLady Lake, FL2026-10-22
Calamos Wealth Management LLC
34,468$1.7M0.0%GrowthMediumNaperville, IL2026-11-02
Abundance Wealth Counselors
34,240$1.7M0.2%GrowthLowState College, PA2026-10-26
Absolute Capital Management, LLC
33,278$1.7M0.4%ETFMediumPittsburgh, PA2026-10-16
Wespac Advisors, LLC
33,116$1.7M0.8%ETFHighOrinda, CA2026-10-26
Diversified Portfolios, Inc.
32,925$1.7M0.1%ETFLowBloomfield Hills, MI2026-11-04
Urban Wealth Management, LLC
31,480$1.6M1.4%GrowthMediumLakewood, CA2026-10-21
First International Bank of Israel Ltd.
31,443$1.6M0.6%ETFMediumTel Aviv, Luxembourg2026-11-04
Market Street Wealth Management Advisors LLC
30,021$1.5M0.2%ETFMediumIndianapolis, IN2026-10-09
J.W. Cole Advisors, Inc.
27,107$1.4M0.0%IndexLowTampa, FL2026-11-05
Crescent Grove Advisors, LLC
26,935$1.4M0.1%ETFLowLake Forest, IL2026-10-21
PKS Advisory Services, LLC
26,542$1.4M0.2%ETFMediumAlbany, NY2026-10-26
Fire Capital Management LLC
26,157$1.3M0.3%GrowthLowSan Francisco, CA2026-10-27
Boltwood Capital Management
26,120$1.3M0.3%ETFVery LowWalnut Creek, CA2026-10-02
Union Bancaire Privee, UBP SA
25,908$1.3M0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
King Luther Capital Management Corp
25,172$1.3M0.0%CoreLowFort Worth, TX2026-11-05
Sanchez Gaunt Capital Management, LLC
25,023$1.3M0.7%ETFN/AReno, NV2026-11-03
IFP Advisors, Inc
24,842$1.3M0.0%GrowthLowTampa, FL2026-10-16
Thryve Wealth Management LLC
24,499$1.2M0.7%ETFLowIrving, TX2026-10-09
TFB Advisors LLC
24,445$1.2M0.5%ETFLowOverland Park, KS2026-11-02
TL Private Wealth
24,360$1.2M0.4%ETFVery LowSouthlake, TX2026-10-13
RFG Advisory, LLC
23,850$1.2M0.0%ETFMediumBirmingham, AL2026-11-03
Prospera Financial Services Inc
23,704$1.2M0.0%CoreMediumDallas, TX2026-11-04
Asset One Wealth Management LLC
23,244$1.2M0.1%GrowthLowBellevue, WA2026-11-02
Grey Ledge Advisors, LLC
22,630$1.1M0.2%CoreLowGuilford, CT2026-11-02
Capital Investment Advisors, LLC
22,570$1.1M0.0%CoreLowAtlanta, GA2026-10-22
Steinberganna Wealth Management
21,301$1.1M0.5%ETFLowHuntington, NY2026-10-23
Texas Bank & Trust Co
21,277$1.1M0.3%CoreLowLongview, TX2026-11-04
Fort Washington Investment Advisors Inc
20,805$1.0M0.0%CoreLowCincinnati, OH2026-10-15
Diversify Wealth Management, LLC
20,323$1.0M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
20,323$1.0M0.0%GrowthLowSandy, UT2026-10-20
Sumitomo Mitsui Trust Group, Inc.
20,000$1.0M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Tenet Wealth Partners, LLC
19,408$977.2K0.7%ETFN/AChampaign, IL2026-10-19
Partners Wealth Management, LLC
18,797$946.4K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Tilia Fiduciary Partners, Inc.
18,789$946.0K0.4%CoreLowWilmington, NC2026-10-09
United Advisor Group, LLC
18,683$940.7K0.1%ETFLowCincinnati, OH2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
18,449$928.9K0.1%ETFLowAthens, GA2026-10-28
Lewis Asset Management, LLC
18,418$927.3K0.3%GrowthLowLafayette, CA2026-10-14
Atria Investments, Inc
18,152$913.9K0.0%CoreMediumCharlotte, NC2026-10-15
Vicus Capital
17,800$896.2K0.1%ETFMediumState College, PA2026-11-05
Revisor Wealth Management LLC
17,704$899.1K0.2%CoreLowAkron, OH2026-10-20
SeaBridge Investment Advisors LLC
17,637$888.0K0.1%GrowthMediumSummit, NJ2026-11-02
Simon Quick Advisors, LLC
16,621$836.9K0.0%ETFLowMorristown, NJ2026-10-26
Hoxton Planning & Management, LLC
16,616$836.6K0.2%ETFLowShepherdstown, WV2026-10-15
ETF Portfolio Partners, Inc.
16,569$834.2K0.2%ETFVery LowLeawood, KS2026-10-22
Phillips Financial Management, LLC
16,052$808.2K0.1%ETFVery LowFort Wayne, IN2026-10-19
Peddock Capital Advisors, LLC
15,583$784.6K0.2%GrowthLowBraintree, MA2026-10-16
Private Trust Co NA
15,566$783.8K0.1%CoreLowCleveland, OH2026-10-20
Waystone Advisors LLC
15,481$823.1K0.6%ETFLowRedmond, WA2026-10-16
Brucke Financial, Inc.
15,374$774.1K0.3%GrowthMediumIndianapolis, IN2026-10-23
Perigon Wealth Management, LLC
15,136$762.1K0.0%GrowthLowSan Francisco, CA2026-10-22
SWP Financial LLC
15,102$760.4K0.4%ETFMediumEncinitas, CA2026-10-23
Wedbush Securities Inc
15,062$7580.0%CoreLowPasadena, CA2026-10-22
Navigation Group, LLC
14,904$750.4K0.1%ETFVery LowRedwood City, CA2026-10-28
Mitchell Sinkler & Starr
14,871$748.8K0.3%CoreVery LowPhiladelphia, PA2026-10-13
ACT Wealth Management, LLC
14,815$745.9K0.2%ETFVery LowPlano, TX2026-10-09
Cullen T Bankers, Inc.
14,332$721.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Turtle Creek Wealth Advisors, LLC
14,185$714.2K0.0%GrowthLowDallas, TX2026-10-15
Verdence Capital Advisors LLC
13,699$689.8K0.0%CoreMediumHunt Valley, MD2026-10-26
Kestra Private Wealth Services, LLC
13,500$679.7K0.0%GrowthLowAustin, TX2026-10-30
Perryman Financial Advisory Inc
13,355$672.4K0.1%GrowthVery LowDallas, TX2026-10-16
Bingham Private Wealth, LLC
13,262$667.7K0.5%CoreMediumSan Francisco, CA2026-11-05
Bauman Advisory Group, LLC
12,810$645.0K0.3%ETFMediumLas Vegas, NV2026-10-29
Meridian Wealth Management, LLC
12,589$633.8K0.0%GrowthLowLexington, KY2026-11-05
4J Wealth Management LLC
12,567$632.8K0.3%ETFMediumMclean, VA2026-11-02
Bourgeon Capital Management LLC
12,484$628.6K0.1%CoreMediumDarien, CT2026-10-19
Axxcess Wealth Management, LLC
12,274$618.0K0.0%CoreLowCarlsbad, CA2026-10-21
Bangor Savings Bank
12,047$606.6K0.0%ETFLowBangor, ME2026-10-06
Meitav Investment House LTD
11,651$586.6K0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Arista Wealth Management, LLC
11,635$585.8K0.1%ETFMediumLas Vegas, NV2026-10-29
Equita Financial Network, Inc.
11,612$584.7K0.2%ETFLowFort Washington, PA2026-10-19
Courier Capital LLC
11,393$573.7K0.0%ETFLowBuffalo, NY2026-10-19
KPP Advisory Services LLC
11,273$567.6K0.1%GrowthMediumLouisville, KY2026-10-26
Calamos Advisors LLC
11,151$561.5K0.0%GrowthMediumNaperville, IL2026-11-02
CWA Asset Management Group, LLC
10,891$548.4K0.0%CoreMediumNaples, FL2026-10-19
SAX Wealth Advisors, LLC
10,891$548.4K0.0%ETFVery LowParsippany, NJ2026-10-13
Brookstone Capital Management
10,734$540.5K0.0%ETFMediumWheaton, IL2026-10-22
Focus Wealth Advisors, LLC
10,434$525.4K0.3%ETFLowHouston, TX2026-10-14
Duncker Streett & Co Inc
10,357$521.5K0.1%GrowthLowSt. Louis, MO2026-10-27
Choreo, LLC
10,265$517.1K0.0%IndexLowRockford, IL2026-10-28
Ashton Thomas Private Wealth, LLC
10,251$516.1K0.0%CoreMediumScottsdale, AZ2026-11-03
AmeriServ Wealth Advisors
10,118$509.4K0.4%ETFVery LowJohnstown, PA2026-10-21
Meridian Financial Advisors, LLC
10,099$508.5K0.2%ETFVery LowHolliston, MA2026-10-14
Y.D. More Investments Ltd
9,950$500.1K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Pacific Excel Wealth Advisors, Inc.
9,766$491.7K0.5%ETFHighWalnut Creek, CA2026-10-27
Florida Trust Wealth Management Co
9,751$491.0K0.0%CoreVery LowSanibel, FL2026-11-05
Ascent Group, LLC
9,735$490.2K0.0%CoreLowVirginia Beach, VA2026-10-30
First County Bank
9,476$477.1K0.2%GrowthLowStamford, CT2026-10-13
Wealth Advisory Solutions, LLC
9,472$476.9K0.1%ETFLowZionsville, IN2026-10-20
Transcendent Capital Group LLC
9,347$470.6K0.2%ETFMediumEdmond, OK2026-10-28
NTV Asset Management LLC
9,294$468.0K0.0%GrowthLowCharleston, WV2026-10-23
Lanark Financial, Inc.
9,214$463.9K0.0%CoreMediumBirmingham, AL2026-10-26
Tctc Holdings, LLC
9,198$463.1K0.0%ValueVery LowDallas, TX2026-11-02
Sowell Financial Services LLC
9,174$461.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
Manchester Capital Management LLC
9,163$461.4K0.1%CoreLowManchester, VT2026-10-22
StoneX Group Inc.
8,893$457.1K0.0%ETFMediumNew York, NY2026-11-03
Avior Wealth Management, LLC
8,657$435.9K0.0%ETFMediumOmaha, NE2026-10-13
FF Advisors,LLC
8,593$432.7K0.2%ETFLowManhattan Beach, CA2026-10-21
First Heartland Consultants, Inc.
8,396$422.7K0.0%ETFMediumLake St. Louis, MO2026-10-08
Equitable Trust Co
8,234$414.6K0.0%CoreLowNashville, TN2026-10-13
Titleist Asset Management, LLC
8,114$408.5K0.0%ETFLowSan Antonio, TX2026-10-08
Brighton Jones LLC
7,972$401.4K0.0%CoreVery LowSeattle, WA2026-11-03
Rossby Financial, LCC
7,900$397.8K0.1%ETFMediumMelbourne, FL2026-11-05
Exchange Bank
7,672$386.3K0.2%CoreLowSanta Rosa, CA2026-10-07
Nearside Advisors, LLC
7,670$386.2K0.3%Agg GrowthN/AIndianapolis, IN2026-10-20
Sagespring Wealth Partners, LLC
7,640$384.7K0.0%ETFLowFranklin, TN2026-10-22
Evolution Wealth Advisors, LLC
7,477$376.5K0.0%ETFLowAventura, FL2026-11-03
Kachkovsky & Fisher, Inc.
7,402$372.7K0.3%ETFN/ASan Diego, CA2026-10-21
Wynn Capital, LLC
7,400$372.6K0.2%CoreVery LowAugusta, GA2026-10-13
NBT Bank, N.A.
7,347$369.9K0.0%CoreLowNorwich, NY2026-10-21
FC Advisory LLC
7,227$363.9K0.1%ETFVery LowWest Chester, PA2026-10-05
Bellecapital International Ltd.
7,214$363.2K0.1%GrowthMediumZurich, Switzerland2026-10-21
Sawgrass Asset Management LLC
7,195$362.3K0.0%GrowthMediumPonte Vedra Beach, FL2026-11-03
PFG Advisors
7,149$359.9K0.0%ETFMediumPhoenix, AZ2026-10-16
Apella Capital, LLC
7,048$354.8K0.0%ETFVery LowWest Hartford, CT2026-10-08
Visionary Wealth Advisors
7,013$353.1K0.0%ETFLowO'Fallon, IL2026-11-04
Pinion Investment Advisors, LLC
6,761$340.4K0.1%ETFLowWichita, KS2026-11-04
Evanson Financial, LLC
6,758$340.3K0.0%ETFN/AMclean, VA2026-10-23
Herold Advisors, Inc.
6,710$337.9K0.1%CoreLowNew York, NY2026-10-19
Inman Jager Wealth Management, LLC
6,690$336.8K0.2%ETFVery LowHattiesburg, MS2026-11-05
Braun-Bostich & Associates Inc.
6,668$335.7K0.2%ETFMediumCanonsburg, PA2026-10-20
Swmg, LLC
6,668$340.7K0.1%ETFMediumFort Worth, TX2026-10-23
Leo Wealth, LLC
6,657$335.2K0.1%CoreLowHurst, TX2026-10-26
Balefire, LLC
6,631$333.9K0.1%ETFMediumDallas, TX2026-10-09
Investment Partners, Ltd.
6,478$326.1K0.1%ETFVery LowNew Philadelphia, OH2026-10-29
John W. Brooker & Co., CPAs
6,244$314.4K0.4%ETFMediumOakland, CA2026-10-21
Sheets Smith Wealth Management
6,000$302.1K0.0%CoreLowWinston-Salem, NC2026-10-16
Nations Financial Group Inc,
5,993$301.8K0.0%CoreLowCedar Rapids, IA2026-11-05
Integrity Alliance, Llc.
5,943$299.2K0.0%ETFMediumUrbandale, IA2026-10-29
Founders Financial Securities LLC
5,867$295.4K0.0%ETFMediumTowson, MD2026-10-28
Grove Bank & Trust
5,783$291.2K0.0%ETFLowMiami, FL2026-10-08
Paragon Capital Management Ltd
5,776$290.8K0.1%CoreVery LowDenver, CO2026-10-09
Heritage Investors Management Corp
5,735$2890.0%CoreVery LowBethesda, MD2026-10-29
Piscataqua Savings Bank
5,725$288.2K0.2%CoreVery LowPortsmouth, NH2026-10-21
Old National Bancorp
5,513$277.6K0.0%CoreLowEvansville, IN2026-10-20
Regions Financial Corp
5,496$276.7K0.0%CoreLowBirmingham, AL2026-11-05
Verus Capital Partners, LLC
5,484$276.1K0.0%GrowthLowScottsdale, AZ2026-11-03
Flagstar Securities, Inc
5,319$267.8K0.1%ETFVery LowNew York, NY2026-10-15
Roan Capital Partners
5,215$262.6K0.2%ETFMediumJohnson City, TN2026-10-09
Modera Wealth Management, LLC
5,147$259.2K0.0%ETFVery LowWestwood, NJ2026-10-28
Sima Wealth Partners, LLC
5,084$256.0K0.2%ETFVery LowRichmond, VA2026-10-19
HB Wealth Management, LLC
5,066$255.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Lee Financial Co
4,950$249.2K0.0%ETFVery LowDallas, TX2026-10-16
Facet Wealth, Inc.
4,837$243.5K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Crumly & Associates Inc.
4,625$232.9K0.0%ETFMediumSpringfield, IL2026-10-07
Univest Financial Corp
4,594$231.3K0.0%GrowthLowSouderton, PA2026-11-05
Ignite Planners, LLC
4,584$230.8K0.0%CoreLowSan Clemente, CA2026-10-14
McAdam, LLC
4,584$230.8K0.0%ETFLowPhiladelphia, PA2026-10-21
Midwest Trust Co
4,552$229.2K0.0%CoreLowOverland Park, KS2026-10-22
Spire Wealth Management
4,519$227.5K0.0%GrowthMediumMclean, VA2026-10-30
Accurate Wealth Management, LLC
4,430$223.6K0.0%CoreMediumWesley Chapel, FL2026-10-20
Farmers & Merchants Trust Co of Long Beach
4,418$222.4K0.0%CoreVery LowLong Beach, CA2026-10-22
Independent Wealth Network Inc.
4,380$220.5K0.1%ETFMediumUrbandale, IA2026-10-19
Triad Wealth Partners, LLC
4,351$219.1K0.0%ETFMediumLawrence, KS2026-10-26
Lantern Wealth Advisors, LLC
4,344$218.7K0.1%GrowthLowMelville, NY2026-10-22
McCarley & Cook Financial Planners
4,325$217.8K0.2%ETFLowCincinnati, OH2026-10-21
Advisory Solutions Group, LLC
4,216$212.3K0.0%ETFN/APlymouth, MN2026-10-14
Trilogy Capital Inc.
4,183$210.6K0.0%ETFMediumIrvine, CA2026-10-20
Gradient Capital Advisors, LLC
4,141$208.5K0.0%ETFLowSan Diego, CA2026-10-21
Woodward Diversified Capital, LLC
4,131$208.0K0.1%CoreLowBakersfield, CA2026-10-21
Farrell Financial LLC
3,979$200.3K0.1%ETFVery LowOrchard Park, NY2026-10-16
AlphaCore Capital LLC
3,470$174.7K0.0%ETFLowLa Jolla, CA2026-11-04
Financial Consulate, Inc
3,040$153.1K0.0%ETFLowHunt Valley, MD2026-10-23
EverSource Wealth Advisors, LLC
3,038$153.0K0.0%CoreMediumBirmingham, AL2026-11-04
TD Waterhouse Canada Inc.
2,627$132.0K0.0%CoreLowToronto, Australia2026-10-16
Morton Brown Family Wealth, LLC
2,486$125.2K0.0%ETFVery LowAllentown, PA2026-10-23
Hanson & Doremus Investment Management
2,480$1250.0%CoreVery LowBurlington, VT2026-10-16
Beacon Capital Management, Inc.
2,409$121.3K0.0%ETFMediumDayton, OH2026-10-13
Union Savings Bank
2,406$121.1K0.0%CoreLowLitchfield, CT2026-10-14
Wilmington Savings Fund Society, FSB
2,400$120.8K0.0%CoreLowWilmington, DE2026-10-23
Capital Investment Advisory Services, LLC
2,361$119.1K0.0%CoreMediumRaleigh, NC2026-10-30
General Partner, Inc.
2,165$109.0K0.1%CoreLowPittsburgh, PA2026-10-05
John Boyer, Inc.
2,051$103.3K0.1%ETFMediumTampa, FL2026-10-27
Albion Financial Group
2,017$101.6K0.0%GrowthLowSalt Lake City, UT2026-10-21
Parkside Financial Bank & Trust
1,995$100.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Silver Grove Financial Group, Inc.
1,916$96.5K0.0%CoreMediumOrchard Park, NY2026-11-05
American Capital Advisory, LLC
1,815$91.4K0.0%ETFLowKetchum, ID2026-10-28
Parallel Advisors, LLC
1,630$82.1K0.0%IndexLowSan Francisco, CA2026-11-03
Pinnacle Bancorp, Inc.
1,470$74.0K0.0%CoreVery LowBeatrice, NE2026-10-21
Polaris Financial Partners
1,440$730.0%GrowthN/AWesterville, OH2026-10-02
Pacific Center for Financial Services
1,404$70.7K0.0%ETFMediumDanville, CA2026-10-15
Jacobi Capital Management LLC
1,398$70.4K0.0%CoreLowPittston, PA2026-11-05
Eastern Bank
1,392$70.1K0.0%GrowthMediumBoston, MA2026-10-05
Cherry Tree Wealth Management, LLC
1,306$65.8K0.0%ETFVery LowMinnetonka, MN2026-10-15
Bell Investment Advisors, Inc
1,298$65.4K0.0%ETFVery LowOrinda, CA2026-10-29
SBI Securities Co., Ltd.
1,069$53.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Provenance Wealth Advisors, LLC
880$44.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
BankChampaign, National Association
778$39.2K0.0%GrowthMediumChampaign, IL2026-10-19
Mechanics Financial Corp
764$38.5K0.0%CoreVery LowMansfield, OH2026-11-05
Indiana Trust & Investment Management Co
742$37.4K0.0%GrowthLowMishawaka, IN2026-10-22
Creative Financial Designs Inc
736$37.1K0.0%ETFMediumKokomo, IN2026-11-04
Go Invest LLC
734$37.0K0.0%ETFN/AWest Jordan, UT2026-10-09
Realta Investment Advisors
698$35.1K0.0%GrowthMediumWilmington, DE2026-10-14
Cape Investment Advisory, Inc.
677$34.1K0.0%ETFLowMcdonough, GA2026-10-13
Glass Jacobson Investment Advisors llc
675$34.0K0.0%ETFLowOwings Mills, MD2026-10-26
Blueline Advisors LLC
674$33.9K0.0%ETFLowExeter, NH2026-10-15
Birch Financial Group, LLC
635$32.0K0.0%CoreLowKeene, NH2026-10-27
Jcic Asset Management Inc.
620$31.2K0.0%GrowthMediumToronto, Australia2026-10-30
GK Wealth Management LLC
620$31.2K0.0%GARPVery HighReno, NV2026-10-09
Viewpoint Capital Management LLC
600$30.2K0.0%CoreVery LowSeattle, WA2026-10-27
1620 Investment Advisors, Inc.
590$29.7K0.0%ValueLowPlymouth, MA2026-11-04
Montag A & Associates Inc
570$28.7K0.0%CoreLowAtlanta, GA2026-10-29
Harel Insurance Investments & Financial Services Ltd.
547$270.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Nvwm, LLC
542$27.3K0.0%GrowthMediumYardley, PA2026-10-14
Rudd Co d/b/a Styre Wealth
529$26.8K0.0%ValueN/AFort Worth, TX2026-10-29
Birchwood Financial Partners, Inc.
502$25.3K0.0%ETFVery LowBloomington, MN2026-11-02
Rossmore Private Capital
500$25.2K0.0%CoreLowGlastonbury, CT2026-10-27
Balentine LLC
500$25.2K0.0%ETFLowAtlanta, GA2026-11-03
Root Financial Partners, LLC
490$24.7K0.0%ETFMediumEncinitas, CA2026-10-21
Tompkins Financial Corp
477$24.0K0.0%CoreLowIthaca, NY2026-10-05
Angeles Wealth Management, LLC
475$23.9K0.0%ETFLowSanta Monica, CA2026-10-26
EPG Wealth Management LLC
453$22.8K0.0%GrowthLowAtlanta, GA2026-11-03
Southern Michigan Bank & Trust
450$22.7K0.0%ETFLowColdwater, MI2026-10-19
Golden State Wealth Management, LLC
431$21.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Signature Equity Partners, LLC
416$21.0K0.0%GrowthMediumColumbus, OH2026-10-29
WestEnd Advisors, LLC
407$20.5K0.0%ETFMediumCharlotte, NC2026-10-27
Friedenthal Financial
405$20.4K0.0%ETFHighMarlton, NJ2026-10-27
Physician Wealth Advisors, Inc.
381$19.2K0.0%ETFMediumMidvale, UT2026-10-20
MassMutual Private Wealth & Trust, FSB
380$19.1K0.0%CoreLowSpringfield, MA2026-10-05
Wolff Wiese Magana LLC
350$17.6K0.0%GrowthLowCarslbad, CA2026-10-15
Cornerstone National Bank & Trust Co
308$15.5K0.0%ETFMediumPalatine, IL2026-10-20
Asset Dedication, LLC
266$13.4K0.0%ETFLowSan Francisco, CA2026-11-03
Latitude Advisors, LLC
256$12.9K0.0%ETFLowYorkville, IL2026-10-27
Elevate Wealth Advisory, Inc
249$12.5K0.0%ETFVery LowAthens, GA2026-10-29
Wagner Wealth Management, LLC
237$11.9K0.0%ETFLowGreenville, SC2026-10-21
Central Trust Co
222$11.2K0.0%CoreLowJefferson City, MO2026-11-05
Buck Wealth Strategies, LLC
219$11.0K0.0%ValueMediumDenver, CO2026-10-28
Larson Financial Group LLC
218$11.0K0.0%GrowthLowSt Louis, MO2026-11-05
Kingdom Financial Group Llc.
201$10.1K0.0%ETFMediumPeoria, AZ2026-11-04
Edgemoor Investment Advisors, Inc.
200$10.1K0.0%CoreVery LowBethesda, MD2026-11-03
Compass Financial Management LLC
189$9.5K0.0%CoreN/ATampa, FL2026-10-30
Richardson Capital Management LLC
175$8.8K0.0%ETFLowMenomonee Falls, WI2026-10-23
Creative Capital Management Investments LLC
171$8.6K0.0%ETFLowSan Diego, CA2026-10-28
City Holding Co
170$8.6K0.0%CoreLowCharleston, WV2026-10-19
Barnes Dennig Private Wealth Management LLC
162$8.2K0.0%CoreLowCincinnati, OH2026-10-30
Pinnacle Wealth Planning Services, Inc.
149$7.5K0.0%GARPLowMansfield, OH2026-10-27
Axiom Investment Management LLC
120$6.0K0.0%CoreN/ANew York, NY2026-11-03
Investors Research Corp
120$6.0K0.0%ETFLowAtlanta, GA2026-10-07
Barrett & Company, Inc.
108$5.4K0.0%ETFLowProvidence, RI2026-10-22
Costello Asset Management, Inc
100$5.0K0.0%CoreLowFeasterville, PA2026-10-30
Nvest Wealth Strategies, Inc.
99$5.0K0.0%ETFVery LowPowell, OH2026-10-14
High Point Wealth Management, LLC
76$3.8K0.0%ETFLowChester, NJ2026-11-05
Avion Wealth
67$30.0%ETFLowThe Woodlands, TX2026-11-04
Evolution Wealth Management Inc.
63$3.2K0.0%ETFMediumFort Myers, FL2026-10-28
Bank of New Hampshire
56$2.8K0.0%CoreLowLaconia, NH2026-10-06
Capital Advisors, Ltd. LLC
55$30.0%ETFLowShaker Heights, OH2026-10-27
Archer Investment Corp
53$2.6K0.0%CoreMediumCarmel, IN2026-11-05
Hazlett, Burt & Watson, Inc.
48$20.0%CoreVery LowWheeling, WV2026-11-04
Quest 10 Wealth Builders, Inc.
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