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Ishares 10-20 Year Treasury (TLH)

CUSIP: 464288653 | NYSE | 1439 institutional holders

Quarters

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

Forum Financial Management, LP10,253,274
12.3% of portfolio›$945.0M
Truist Financial Corp4,706,766
0.5% of portfolio›$433.8M
Assetmark, Inc2,646,560
0.4% of portfolio›$243.9M
Mather Group, Llc.1,857,283
1.5% of portfolio›$171.2M
Park Avenue Securities LLC1,395,639
0.0% of portfolio›$128.6K
Peavine Capital, LLC1,311,482
26.5% of portfolio›$120.9M
First Citizens Bank & Trust Co670,662
0.9% of portfolio›$61.8M
OpenArc Corporate Advisory, LLC643,607
0.7% of portfolio›$59.3M
Sagespring Wealth Partners, LLC623,761
0.9% of portfolio›$57.5M
Wealth Enhancement Advisory Services, LLC486,084
0.1% of portfolio›$44.8M
JB Capital LLC394,476
1.2% of portfolio›$36.4M
Vise Technologies, Inc.275,628
0.2% of portfolio›$25.4M
Cutler Investment Counsel LLC270,322
2.4% of portfolio›$24.9M
Watchman Group, Inc.268,554
5.7% of portfolio›$24.8M
Cambridge Investment Research Advisors, Inc.259,491
0.0% of portfolio›$23.9K
Arrow Financial Corp208,368
1.8% of portfolio›$19.2M
Allspring Global Investments Holdings, LLC187,067
0.0% of portfolio›$17.2M
MGO One Seven LLC178,086
0.3% of portfolio›$16.4M
Goelzer Investment Management, Inc.169,812
0.7% of portfolio›$15.7M
Atria Investments, Inc160,172
0.1% of portfolio›$14.8M
Able Financial Group, LLC156,275
2.3% of portfolio›$14.4M
Stone House Investment Management, LLC155,163
1.9% of portfolio›$14.3M
Diversify Wealth Management, LLC153,257
0.2% of portfolio›$14.4M
Diversify Advisory Services, LLC153,257
0.2% of portfolio›$14.4M
Kelly Financial Services LLC152,327
3.0% of portfolio›$14.0M
McKinley Carter Wealth Services, Inc.152,078
0.7% of portfolio›$14.0M
Commonwealth Equity Services, LLC139,641
0.0% of portfolio›$12.9M
Ashton Thomas Private Wealth, LLC139,001
0.3% of portfolio›$12.8M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors136,082
0.6% of portfolio›$12.5M
SteelPeak Wealth, LLC130,902
0.3% of portfolio›$12.1M
Net Worth Advisory Group127,678
3.0% of portfolio›$11.7M
Confluence Investment Management LLC122,517
0.2% of portfolio›$11.3M
Quaker Wealth Management, LLC121,256
3.3% of portfolio›$11.2M
Integrity Alliance, Llc.118,520
0.3% of portfolio›$10.9M
Arvest Investments, Inc.116,131
1.3% of portfolio›$10.7M
Trek Financial, LLC112,790
0.5% of portfolio›$10.4M
MLG Wealth Management DBA Pine Grove Financial Group112,223
1.0% of portfolio›$10.3M
Sharkey, Howes & Javer100,002
1.1% of portfolio›$9.2M
Affinity Capital Advisors, LLC99,716
1.1% of portfolio›$9.2M
Beacon Financial Group96,960
0.8% of portfolio›$8.9M
Evergreen Private Wealth LLC90,047
3.0% of portfolio›$8.3M
Creative Planning89,870
0.0% of portfolio›$8.3M
Kestra Advisory Services, LLC89,117
0.0% of portfolio›$8.2M
Royal Fund Management, LLC79,194
0.6% of portfolio›$7.3M
Premier Path Wealth Partners, LLC79,078
0.9% of portfolio›$7.3M
Farther Finance Advisors, LLC78,991
0.1% of portfolio›$7.3M
Strategic Blueprint, LLC74,373
0.3% of portfolio›$6.9M
Strata Wealth Advisors, LLC71,026
1.5% of portfolio›$6.5M
Citigroup Inc69,780
0.0% of portfolio›$6.4M
Prospera Financial Services Inc67,823
0.1% of portfolio›$6.5M
Concurrent Investment Advisors, LLC66,340
0.0% of portfolio›$6.1M
Brookstone Capital Management64,258
0.1% of portfolio›$5.9M
One Advisory Partners, LLC63,522
1.6% of portfolio›$5.9M
IFP Advisors, Inc61,332
0.1% of portfolio›$5.7M
Bay Harbor Wealth Management, LLC59,973
1.3% of portfolio›$5.5M
Avantax Planning Partners, Inc.59,703
0.1% of portfolio›$5.5M
Simplicity Wealth,LLC57,329
0.2% of portfolio›$5.3M
Blue Trust, Inc.55,323
0.1% of portfolio›$5.1M
Forte Asset Management LLC54,709
2.0% of portfolio›$5.0M
Cobblestone Asset Management LLC53,276
2.0% of portfolio›$4.9M
Professional Financial Management, Inc.53,067
5.0% of portfolio›$4.9M
SigFig Wealth Management, LLC49,689
0.1% of portfolio›$4.6M
Kestra Private Wealth Services, LLC49,408
0.0% of portfolio›$4.6M
Golden State Wealth Management, LLC48,018
0.4% of portfolio›$4.4M
Goodman Advisory Group, LLC46,927
1.0% of portfolio›$4.3M
Claro Advisors Inc.46,456
0.4% of portfolio›$4.3M
Watershed Private Wealth LLC46,398
1.1% of portfolio›$4.3M
Anderson Hoagland & Co45,934
0.3% of portfolio›$4.4M
Cresta Advisors, Ltd.44,734
1.8% of portfolio›$4.1M
Advus Financial Partners, LLC43,670
1.1% of portfolio›$4.0M
RFG Advisory, LLC43,440
0.1% of portfolio›$4.0M
Unique Wealth, LLC43,403
0.5% of portfolio›$4.0M
McNaughton Wealth Management, LLC41,159
1.3% of portfolio›$3.8M
Centerline Wealth Advisors, LLC40,585
1.2% of portfolio›$3.7M
Sovran Advisors, LLC39,712
0.3% of portfolio›$3.8M
Bedminster, LLC38,318
3.0% of portfolio›$3.5M
Payden & Rygel35,900
0.0% of portfolio›$3.3K
Cornerstone Planning Group LLC34,420
0.4% of portfolio›$3.2M
SWP Financial LLC33,949
1.4% of portfolio›$3.1M
Newman Dignan & Sheerar, Inc.32,913
0.6% of portfolio›$3.0M
Integrated Advisors Network LLC32,897
0.1% of portfolio›$3.0M
Center For Asset Management LLC32,889
1.4% of portfolio›$3.0M
Ashton Thomas Securities, LLC32,877
0.3% of portfolio›$3.0M
Polaris Investment Advisors, LLC32,593
1.9% of portfolio›$3.0M
A4 Wealth Advisors LLC31,592
1.9% of portfolio›$2.9M
Apollon Wealth Management, LLC31,533
0.0% of portfolio›$2.9M
Charles Schwab Trust Co31,488
0.2% of portfolio›$2.9M
Csenge Advisory Group31,413
0.1% of portfolio›$2.9M
VestGen Advisors, LLC30,802
0.1% of portfolio›$2.8M
Keybank National Association30,584
0.0% of portfolio›$2.8M
Hoxton Planning & Management, LLC30,382
0.7% of portfolio›$2.8M
AlphaCore Capital LLC30,288
0.0% of portfolio›$2.8M
Cyndeo Wealth Partners, LLC29,162
0.1% of portfolio›$2.7M
Swmg, LLC28,627
0.6% of portfolio›$2.7M
TD Private Client Wealth LLC27,182
0.0% of portfolio›$2.5M
Krilogy Financial LLC26,964
0.1% of portfolio›$2.5M
Robbins Farley26,703
0.9% of portfolio›$2.5M
Compass Financial Management LLC25,666
0.3% of portfolio›$2.4M
May Hill Capital, LLC25,571
0.5% of portfolio›$2.4M
Focus Financial Network, Inc.25,008
0.1% of portfolio›$2.3M
One Wealth Capital Management, LLC24,969
0.9% of portfolio›$2.3M
Echo45 Advisors LLC24,861
1.0% of portfolio›$2.3M
Pinion Investment Advisors, LLC24,518
0.4% of portfolio›$2.3M
Cypress Wealth Services, LLC24,458
0.3% of portfolio›$2.2M
Traveka Wealth, LLC24,000
0.7% of portfolio›$2.2M
Legacy Private Trust Co.23,874
0.1% of portfolio›$2.2M
Alterna Wealth Management, Inc23,450
1.2% of portfolio›$2.2M
Able Wealth Management LLC21,707
0.4% of portfolio›$2.0M
Avid Wealth Partners LLC21,551
0.9% of portfolio›$2.0M
Collective Family Office LLC21,449
0.4% of portfolio›$2.0M
Hazlett, Burt & Watson, Inc.21,068
0.8% of portfolio›$1.3M
Asset One Wealth Management LLC20,944
0.2% of portfolio›$1.9M
Values First Advisors, Inc.20,849
0.9% of portfolio›$1.9M
DecisionMap Wealth Management, LLC20,617
1.0% of portfolio›$1.9M
Integrity Advisory Solutions, LLC20,365
0.2% of portfolio›$1.9M
Etesian Wealth Advisors, Inc.20,247
0.5% of portfolio›$1.9M
Fermata Advisors, LLC19,801
0.4% of portfolio›$1.8M
Portfolio Resources Advisor Group, Inc.19,591
1.5% of portfolio›$1.8M
Ascentis Independent Advisors19,154
0.1% of portfolio›$1.8M
Eastern Bank18,326
0.0% of portfolio›$1.7M
B. Riley Wealth Advisors, Inc.17,572
0.1% of portfolio›$1.6M
BCU Wealth Advisors, LLC16,546
0.5% of portfolio›$1.5M
Balefire, LLC16,497
0.2% of portfolio›$1.5M
Independent Financial Group, LLC16,447
0.0% of portfolio›$1.5M
Embree Financial Group15,755
0.1% of portfolio›$1.5M
One Day In July LLC15,713
0.1% of portfolio›$1.4M
First International Bank of Israel Ltd.15,170
0.6% of portfolio›$1.4M
Atlatl Advisers LLC14,937
0.3% of portfolio›$1.4M
Lanark Financial, Inc.14,701
0.1% of portfolio›$1.4M
Mirae Asset Global Investments Co., Ltd.14,598
0.0% of portfolio›$1.3M
Two West Capital Advisors LLC13,920
0.6% of portfolio›$1.3M
CoreCap Advisors, LLC13,680
0.0% of portfolio›$1.3M
First Heartland Consultants, Inc.13,250
0.1% of portfolio›$1.2M
Absolute Capital Management, LLC12,939
0.3% of portfolio›$1.2M
WealthPoint Financial, LLC12,857
0.8% of portfolio›$1.2M
Centurion Wealth Management LLC12,661
0.3% of portfolio›$1.2M
MSH Capital Advisors LLC12,295
0.2% of portfolio›$1.1M
LexAurum Advisors, LLC12,042
0.1% of portfolio›$1.1M
Ascent Group, LLC11,903
0.0% of portfolio›$1.1M
JFS Wealth Advisors, LLC11,895
0.1% of portfolio›$1.1M
W.H. Cornerstone Investments Inc.11,747
0.6% of portfolio›$1.1M
RHS Financial, LLC11,723
0.4% of portfolio›$1.1M
Horst & Graben Wealth Management LLC11,689
0.1% of portfolio›$1.1M
Retirement Wealth Solutions LLC11,351
0.6% of portfolio›$1.0M
Gilpin Wealth Management, LLC10,547
0.7% of portfolio›$972.1K
LFA - Lugano Financial Advisors SA10,459
0.6% of portfolio›$964.0K
Ballast Rock Private Wealth LLC10,453
0.4% of portfolio›$963.5K
Novem Group10,142
0.1% of portfolio›$934.8K
Oppenheimer & Co Inc9,858
0.0% of portfolio›$908.6K
PFG Advisors9,771
0.0% of portfolio›$900.6K
Davenport & Co LLC9,560
0.0% of portfolio›$881.2K
Titleist Asset Management, LLC9,336
0.1% of portfolio›$860.5K
Verus Capital Partners, LLC9,304
0.0% of portfolio›$857.5K
ASL Financial, LLC9,293
0.6% of portfolio›$856.5K
Unify Financial Advisors8,852
0.7% of portfolio›$815.9K
Angeles Wealth Management, LLC8,530
0.0% of portfolio›$786.2K
Fairvoy Private Wealth, LLC8,486
0.2% of portfolio›$782.1K
Pettinga Financial Advisors LLC8,421
0.1% of portfolio›$776.2K
Financial Partners Group, Inc8,351
0.1% of portfolio›$769.7K
Columbus Macro, LLC8,273
0.1% of portfolio›$762.5K
Strategy Asset Managers LLC8,011
0.1% of portfolio›$738.4K
StoneX Group Inc.7,946
0.0% of portfolio›$757.8K
Signature Estate & Investment Advisors LLC7,831
0.0% of portfolio›$721.8K
MCF Advisors LLC7,743
0.0% of portfolio›$713.7K
Conrad Siegel Investment Advisors, Inc.7,736
0.1% of portfolio›$713.0K
TFB Advisors LLC7,491
0.3% of portfolio›$690.4K
LifeSteps Financial, Inc.7,300
0.3% of portfolio›$672.9K
Private Trust Co NA6,937
0.1% of portfolio›$639.4K
PUREfi Wealth, LLC6,662
0.3% of portfolio›$614.0K
Avidian Wealth Enterprises, LLC6,602
0.0% of portfolio›$608.5K
Triad Wealth Partners, LLC6,576
0.0% of portfolio›$606.1K
Sanchez Gaunt Capital Management, LLC6,483
0.3% of portfolio›$597.5K
Waystone Advisors LLC6,470
0.5% of portfolio›$649.3K
BOS Asset Management, LLC6,465
0.1% of portfolio›$595.9K
W Advisors, LLC6,362
0.3% of portfolio›$586.4K
Spire Wealth Management6,361
0.0% of portfolio›$586.3K
Gilliland Jeter Wealth Management LLC6,259
0.1% of portfolio›$576.9K
Laurel OAK Wealth Management, LLC6,193
0.1% of portfolio›$570.8K
Firethorn Wealth Partners, LLC6,064
0.2% of portfolio›$558.9K
TD Waterhouse Canada Inc.6,044
0.0% of portfolio›$556.1K
Sigma Planning Corp5,957
0.0% of portfolio›$549.1K
Perigon Wealth Management, LLC5,766
0.0% of portfolio›$531.4K
Amplius Wealth Advisors, LLC5,658
0.0% of portfolio›$521.5K
Avantra Family Wealth, Inc.5,622
0.3% of portfolio›$518.2K
Regatta Capital Group, LLC5,550
0.1% of portfolio›$511.5K
Globalt Investments LLC / GA5,280
0.0% of portfolio›$486.7K
Richmond Investment Services, LLC5,237
0.2% of portfolio›$482.7K
Signature Equity Partners, LLC5,128
0.2% of portfolio›$472.6K
XY Planning Network, Inc.5,117
0.1% of portfolio›$471.6K
Cape Investment Advisory, Inc.5,013
0.1% of portfolio›$462.0K
M Holdings Securities, Inc.5,010
0.0% of portfolio›$478
Kane Co Wealth Management, Inc.5,000
0.4% of portfolio›$460.9K
Choreo, LLC4,986
0.0% of portfolio›$459.6K
Arwa LLC4,976
0.2% of portfolio›$460.6K
Parallel Advisors, LLC4,813
0.0% of portfolio›$443.6K
Legacy Wealth Partners, LLC4,724
0.1% of portfolio›$435.4K
Core Wealth Partners LLC4,665
0.2% of portfolio›$430.0K
Blue Capital, Inc.4,660
0.3% of portfolio›$429.5K
Fiscal Wisdom Wealth Management, LLC4,638
0.5% of portfolio›$427.5K
Montecito Bank & Trust4,609
0.1% of portfolio›$424.8K
Prime Capital Investment Advisors, LLC4,600
0.0% of portfolio›$424.0K
LiftPoint Family Wealth Advisors LLC4,582
0.3% of portfolio›$422.3K
Koshinski Asset Management, Inc.4,511
0.0% of portfolio›$415.8K
Zenith Solutions, Inc.4,340
0.4% of portfolio›$400.1K
Signal Advisors Wealth, LLC4,247
0.0% of portfolio›$391.5K
Valtinson Bruner Financial Planning LLC4,236
0.1% of portfolio›$390.4K
BAM Wealth Management, LLC4,025
0.2% of portfolio›$371.0K
Mosley Wealth Management3,955
0.1% of portfolio›$371.8K
Wedbush Securities Inc3,922
0.0% of portfolio›$361
City Center Advisors, LLC3,920
0.3% of portfolio›$361.3K
Argyle Capital Partners, LLC3,758
0.2% of portfolio›$346.4K
Lockerman Financial Group, Inc.3,714
0.5% of portfolio›$342.4K
ADE, LLC3,654
0.1% of portfolio›$336.8K
Plancorp, LLC3,502
0.0% of portfolio›$336.4K
Semus Wealth Partners LLC3,415
0.1% of portfolio›$314.8K
Patriot Financial Group Insurance Agency, LLC3,395
0.0% of portfolio›$312.9K
CRA Financial Services, LLC3,363
0.0% of portfolio›$309.9K
Caliber Wealth Management, LLC / KS3,322
0.0% of portfolio›$306.2K
Midwest Professional Planners, Ltd.3,302
0.1% of portfolio›$304.4K
James Investment Research, Inc.3,250
0.0% of portfolio›$299.6K
Silverlake Wealth Management LLC3,242
0.1% of portfolio›$298.8K
Raleigh Capital Management Inc.3,211
0.1% of portfolio›$296.0K
SAX Wealth Advisors, LLC3,135
0.0% of portfolio›$289.0K
Pacific Excel Wealth Advisors, Inc.3,077
0.3% of portfolio›$283.8K
BridgePort Financial Solutions, LLC3,057
0.1% of portfolio›$281.8K
Northland Securities, Inc.3,047
0.2% of portfolio›$280.8K
Kingswood Wealth Advisors, LLC3,004
0.0% of portfolio›$276.8K
EverSource Wealth Advisors, LLC2,971
0.0% of portfolio›$273.8K
Madson Wealth Advisors Inc2,923
0.2% of portfolio›$269.4K
Commonwealth Financial Services, LLC2,889
0.0% of portfolio›$266.3K
Aegis Wealth Management, Inc.2,872
0.2% of portfolio›$264.7K
Flagship Harbor Advisors, LLC2,865
0.0% of portfolio›$264.1K
Elevated Financial Group LLC2,824
0.1% of portfolio›$260.3K
1834 Investment Advisors Co2,739
0.0% of portfolio›$252.5K
Spinnaker Investment Group, LLC2,737
0.0% of portfolio›$252.2K
LongView Wealth Management2,707
0.1% of portfolio›$249.5K
Smart Wealth LLC2,695
0.1% of portfolio›$248.4K
Stablepoint Partners, LLC2,690
0.0% of portfolio›$247.9K
John W. Brooker & Co., CPAs2,618
0.3% of portfolio›$241.3K
Hutchens & Kramer Investment Management Group, LLC2,580
0.1% of portfolio›$237.8K
Stackstone Wealth, LLC2,568
0.0% of portfolio›$236.7K
Johnson Bixby & Associates, LLC2,527
0.0% of portfolio›$232.9K
Harbor Investment Advisory, LLC2,505
0.0% of portfolio›$230.9K
Cooper Financial Group2,362
0.0% of portfolio›$217.7K
Sheets Smith Wealth Management2,352
0.0% of portfolio›$216.8K
Daymark Wealth Partners, LLC2,328
0.0% of portfolio›$214.6K
RCS Financial Planning, LLC2,320
0.1% of portfolio›$213.8K
Atlas Brown,Inc.2,293
0.1% of portfolio›$211.4K
Asempa Wealth Advisors2,258
0.2% of portfolio›$207.8K
Hengehold Capital Management LLC2,251
0.0% of portfolio›$207.4K
Client 1ST Advisory Group, LLC2,202
0.1% of portfolio›$203.0K
Paladin Partners, LLC2,158
0.1% of portfolio›$198.9K
Pflug Koory, LLC1,820
0.1% of portfolio›$167.7K
Capital Investment Counsel, Inc1,766
0.0% of portfolio›$162.8K
Parkside Financial Bank & Trust1,376
0.0% of portfolio›$126.8K
Creative Financial Designs Inc1,303
0.0% of portfolio›$120.1K
Wells Financial Advisors Inc1,162
1.0% of portfolio›$107.1K
Midwest Capital Advisors, LLC1,156
0.0% of portfolio›$106.6K
Arlington Trust Co LLC1,134
0.0% of portfolio›$104.5K
Capital Investment Advisory Services, LLC981
0.0% of portfolio›$91.0K
Yankcom Partnership960
0.0% of portfolio›$88.5K
First Horizon Corp885
0.0% of portfolio›$81.6K
Asset Planning,Inc810
0.0% of portfolio›$74.6K
Biltmore Family Office, LLC785
0.0% of portfolio›$72.4K
UMB Private Wealth Management, LLC779
0.1% of portfolio›$71.8K
Tsfg, LLC673
0.0% of portfolio›$62
Oakworth Capital, Inc.636
0.0% of portfolio›$58.6K
Clean Yield Group530
0.0% of portfolio›$48.9K
GK Wealth Management LLC400
0.0% of portfolio›$36.9K
Lloyd Advisory Services, Llc.341
0.0% of portfolio›$31.4K
Independence Bank of Kentucky336
0.0% of portfolio›$31.0K
Virginia Estate & Retirement Planning Advisors Inc.285
0.0% of portfolio›$26.3K
Advocate Investing Services LLC280
0.0% of portfolio›$25.8K
Covestor Ltd262
0.0% of portfolio›$24
Essential Partners LLC203
0.0% of portfolio›$18.7K
Beacon Investment Advisory Services, Inc.196
0.0% of portfolio›$18.1K
Nemes Rush Group LLC187
0.0% of portfolio›$17.2K
Reap Financial Group, LLC186
0.0% of portfolio›$17.1K
Latitude Advisors, LLC183
0.0% of portfolio›$16.9K
Transce3nd, LLC170
0.0% of portfolio›$16.0K
Physician Wealth Advisors, Inc.164
0.0% of portfolio›$15.1K
Key Capital Management, Inc164
0.0% of portfolio›$15.1K
Trust Co of Vermont162
0.0% of portfolio›$14.9K
Nvwm, LLC138
0.0% of portfolio›$12.7K
Cullen T Bankers, Inc.138
0.0% of portfolio›$12.7K
Simplex Trading, LLC125
0.0% of portfolio›$11.5K
Investors Research Corp117
0.0% of portfolio›$10.8K
Root Financial Partners, LLC115
0.0% of portfolio›$10.6K
Axiom Investment Management LLC111
0.0% of portfolio›$10.2K
Trust Co of Toledo NA106
0.0% of portfolio›$9.8K
Piscataqua Savings Bank94
0.0% of portfolio›$8.7K
MassMutual Private Wealth & Trust, FSB88
0.0% of portfolio›$8.1K
Olistico Wealth, LLC87
0.0% of portfolio›$8.0K
Pinnacle Wealth Planning Services, Inc.80
0.0% of portfolio›$7.4K
Nfsg Corp68
0.0% of portfolio›$6.3K
Hilton Head Capital Partners, LLC61
0.0% of portfolio›$5.6K
SJS Investment Consulting Inc.60
0.0% of portfolio›$5.5K
Abound Wealth Management58
0.0% of portfolio›$5.4K
Evolution Wealth Management Inc.55
0.0% of portfolio›$5.1K
Heritage Family Offices, LLP54
0.0% of portfolio›$5.0K
NBT Bank, N.A.53
0.0% of portfolio›$4.9K
Cordgrass Capital Advisors, LLC50
0.0% of portfolio›$4.6K
Kingdom Financial Group Llc.49
0.0% of portfolio›$4.5K
Hughes Financial Services, LLC47
0.0% of portfolio›$4.5K
NorthAvenue LLC46
0.0% of portfolio›$4.2K
Asset Dedication, LLC46
0.0% of portfolio›$4.2K
Indiana Trust & Investment Management Co41
0.0% of portfolio›$3.8K
First Bancorp, Inc39
0.0% of portfolio›$3.6K
Canton Hathaway, LLC38
0.0% of portfolio›$3.5K
Montgomery Financial Services LLC38
0.0% of portfolio›$3.5K
Atwood & Palmer Inc17
0.0% of portfolio›$1.6K
Lynch Investment Planning, LLC14
0.0% of portfolio›$1.3K
United Financial Planning Group LLC10
0.0% of portfolio›$922
Register Financial Advisors LLC7
0.0% of portfolio›$645
Lodestone Wealth Management LLC1
0.0% of portfolio›$106
StyleTurnoverLocationFiled
Forum Financial Management, LP
10,253,274$945.0M12.3%ETFLowLombard, IL2026-10-16
Truist Financial Corp
4,706,766$433.8M0.5%CoreLowCharlotte, NC2026-10-30
Assetmark, Inc
2,646,560$243.9M0.4%ETFLowConcord, CA2026-10-21
Mather Group, Llc.
1,857,283$171.2M1.5%ETFMediumChicago, IL2026-10-14
Park Avenue Securities LLC
1,395,639$128.6K0.0%ETFMediumNew York, NY2026-10-26
Peavine Capital, LLC
1,311,482$120.9M26.5%ETFMediumReno, NV2026-10-13
First Citizens Bank & Trust Co
670,662$61.8M0.9%CoreMediumRaleigh, NC2026-10-14
OpenArc Corporate Advisory, LLC
643,607$59.3M0.7%GrowthLowAtlanta, GA2026-10-21
Sagespring Wealth Partners, LLC
623,761$57.5M0.9%ETFLowFranklin, TN2026-10-22
Wealth Enhancement Advisory Services, LLC
486,084$44.8M0.1%CoreLowPlymouth, MN2026-10-13
JB Capital LLC
394,476$36.4M1.2%ETFMediumWethersfield, CT2026-10-19
Vise Technologies, Inc.
275,628$25.4M0.2%IndexLowNew York, NY2026-10-29
Cutler Investment Counsel LLC
270,322$24.9M2.4%CoreLowJacksonville, OR2026-10-28
Watchman Group, Inc.
268,554$24.8M5.7%ETFLowPlano, TX2026-10-16
Cambridge Investment Research Advisors, Inc.
259,491$23.9K0.0%ETFLowFairfield, IA2026-11-02
Arrow Financial Corp
208,368$19.2M1.8%ETFLowGlens Falls, NY2026-10-26
Allspring Global Investments Holdings, LLC
187,067$17.2M0.0%CoreMediumCharlotte, NC2026-11-04
MGO One Seven LLC
178,086$16.4M0.3%GrowthLowBeachwood, OH2026-10-28
Goelzer Investment Management, Inc.
169,812$15.7M0.7%GrowthLowCarmel, IN2026-10-16
Atria Investments, Inc
160,172$14.8M0.1%CoreMediumCharlotte, NC2026-10-15
Able Financial Group, LLC
156,275$14.4M2.3%ETFLowScottsdale, AZ2026-10-14
Stone House Investment Management, LLC
155,163$14.3M1.9%ETFMediumTunkhannock, PA2026-10-23
Diversify Wealth Management, LLC
153,257$14.4M0.2%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
153,257$14.4M0.2%GrowthLowSandy, UT2026-10-20
Kelly Financial Services LLC
152,327$14.0M3.0%ETFMediumBraintree, MA2026-10-20
McKinley Carter Wealth Services, Inc.
152,078$14.0M0.7%ETFMediumWheeling, WV2026-10-16
Commonwealth Equity Services, LLC
139,641$12.9M0.0%ETFLowWaltham, MA2026-11-02
Ashton Thomas Private Wealth, LLC
139,001$12.8M0.3%CoreMediumScottsdale, AZ2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
136,082$12.5M0.6%ETFMediumWestlake, OH2026-10-14
SteelPeak Wealth, LLC
130,902$12.1M0.3%GrowthHighWoodland Hills, CA2026-10-16
Net Worth Advisory Group
127,678$11.7M3.0%GARPMediumSandy, UT2026-10-20
Confluence Investment Management LLC
122,517$11.3M0.2%ValueMediumSt. Louis, MO2026-10-01
Quaker Wealth Management, LLC
121,256$11.2M3.3%ETFMediumMoorestown, NJ2026-10-22
Integrity Alliance, Llc.
118,520$10.9M0.3%ETFMediumUrbandale, IA2026-10-29
Arvest Investments, Inc.
116,131$10.7M1.3%ETFLowLowell, AR2026-10-21
Trek Financial, LLC
112,790$10.4M0.5%ETFHighScottsdale, AZ2026-10-29
MLG Wealth Management DBA Pine Grove Financial Group
112,223$10.3M1.0%ETFMediumWoodbury, MN2026-10-13
Sharkey, Howes & Javer
100,002$9.2M1.1%ETFMediumDenver, CO2026-10-22
Affinity Capital Advisors, LLC
99,716$9.2M1.1%ETFLowBerkeley, CA2026-10-13
Beacon Financial Group
96,960$8.9M0.8%ETFMediumDallas, TX2026-10-19
Evergreen Private Wealth LLC
90,047$8.3M3.0%CoreLowGreenwood Village, CO2026-10-30
Creative Planning
89,870$8.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Kestra Advisory Services, LLC
89,117$8.2M0.0%CoreLowAustin, TX2026-11-02
Royal Fund Management, LLC
79,194$7.3M0.6%GrowthMediumLady Lake, FL2026-10-22
Premier Path Wealth Partners, LLC
79,078$7.3M0.9%GrowthMediumMadison, NJ2026-10-16
Farther Finance Advisors, LLC
78,991$7.3M0.1%IndexLowSan Francisco, CA2026-10-08
Strategic Blueprint, LLC
74,373$6.9M0.3%ETFLowAtlanta, GA2026-10-22
Strata Wealth Advisors, LLC
71,026$6.5M1.5%ETFLowDallas, TX2026-10-16
Citigroup Inc
69,780$6.4M0.0%CoreMediumNew York, NY2026-11-04
Prospera Financial Services Inc
67,823$6.5M0.1%CoreMediumDallas, TX2026-11-04
Concurrent Investment Advisors, LLC
66,340$6.1M0.0%GrowthMediumTampa, FL2026-10-16
Brookstone Capital Management
64,258$5.9M0.1%ETFMediumWheaton, IL2026-10-22
One Advisory Partners, LLC
63,522$5.9M1.6%ETFMediumOverland Park, KS2026-10-22
IFP Advisors, Inc
61,332$5.7M0.1%GrowthLowTampa, FL2026-10-16
Bay Harbor Wealth Management, LLC
59,973$5.5M1.3%ETFMediumHunt Valley, MD2026-11-03
Avantax Planning Partners, Inc.
59,703$5.5M0.1%ETFLowDubuque, IA2026-11-03
Simplicity Wealth,LLC
57,329$5.3M0.2%ETFLowSummit, NJ2026-10-23
Blue Trust, Inc.
55,323$5.1M0.1%ETFLowBrentwood, TN2026-10-15
Forte Asset Management LLC
54,709$5.0M2.0%ETFLowBedford, NY2026-10-13
Cobblestone Asset Management LLC
53,276$4.9M2.0%ETFMediumRichmond, VA2026-10-13
Professional Financial Management, Inc.
53,067$4.9M5.0%ETFMediumAppleton, WI2026-10-22
SigFig Wealth Management, LLC
49,689$4.6M0.1%ETFLowSan Francisco, CA2026-10-07
Kestra Private Wealth Services, LLC
49,408$4.6M0.0%GrowthLowAustin, TX2026-10-30
Golden State Wealth Management, LLC
48,018$4.4M0.4%ETFMediumSanta Ana, CA2026-11-02
Goodman Advisory Group, LLC
46,927$4.3M1.0%GrowthHighNeedham, MA2026-11-02
Claro Advisors Inc.
46,456$4.3M0.4%CoreLowBoston, MA2026-11-02
Watershed Private Wealth LLC
46,398$4.3M1.1%ETFMediumOak Brook, IL2026-10-30
Anderson Hoagland & Co
45,934$4.4M0.3%ETFLowSt Louis, MO2026-10-23
Cresta Advisors, Ltd.
44,734$4.1M1.8%ETFVery LowLaredo, TX2026-10-14
Advus Financial Partners, LLC
43,670$4.0M1.1%ETFLowWinter Park, FL2026-10-20
RFG Advisory, LLC
43,440$4.0M0.1%ETFMediumBirmingham, AL2026-11-03
Unique Wealth, LLC
43,403$4.0M0.5%ETFMediumTampa, FL2026-10-16
McNaughton Wealth Management, LLC
41,159$3.8M1.3%ETFLowSan Diego, CA2026-10-09
Centerline Wealth Advisors, LLC
40,585$3.7M1.2%ETFHighLouisville, KY2026-10-15
Sovran Advisors, LLC
39,712$3.8M0.3%ETFMediumSan Diego, CA2026-11-02
Bedminster, LLC
38,318$3.5M3.0%ETFMediumBluffton, SC2026-11-04
Payden & Rygel
35,900$3.3K0.0%GARPMediumLos Angeles, CA2026-10-28
Cornerstone Planning Group LLC
34,420$3.2M0.4%ETFMediumFairfield, NJ2026-10-16
SWP Financial LLC
33,949$3.1M1.4%ETFMediumEncinitas, CA2026-10-23
Newman Dignan & Sheerar, Inc.
32,913$3.0M0.6%ETFLowProvidence, RI2026-10-21
Integrated Advisors Network LLC
32,897$3.0M0.1%GrowthMediumDallas, TX2026-10-20
Center For Asset Management LLC
32,889$3.0M1.4%ETFMediumPalm Beach Gardens, FL2026-10-16
Ashton Thomas Securities, LLC
32,877$3.0M0.3%ETFMediumRochester, NY2026-10-26
Polaris Investment Advisors, LLC
32,593$3.0M1.9%ETFMediumFramingham, MA2026-10-20
A4 Wealth Advisors LLC
31,592$2.9M1.9%ETFHighHuntersville, NC2026-10-20
Apollon Wealth Management, LLC
31,533$2.9M0.0%GrowthLowMount Pleasant, SC2026-10-23
Charles Schwab Trust Co
31,488$2.9M0.2%ETFLowHenderson, NV2026-10-15
Csenge Advisory Group
31,413$2.9M0.1%ETFMediumClearwater, FL2026-11-04
VestGen Advisors, LLC
30,802$2.8M0.1%GrowthMediumChicago, IL2026-10-27
Keybank National Association
30,584$2.8M0.0%CoreLowBrooklyn, OH2026-11-04
Hoxton Planning & Management, LLC
30,382$2.8M0.7%ETFLowShepherdstown, WV2026-10-15
AlphaCore Capital LLC
30,288$2.8M0.0%ETFLowLa Jolla, CA2026-11-04
Cyndeo Wealth Partners, LLC
29,162$2.7M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Swmg, LLC
28,627$2.7M0.6%ETFMediumFort Worth, TX2026-10-23
TD Private Client Wealth LLC
27,182$2.5M0.0%ETFLowNew York, NY2026-10-28
Krilogy Financial LLC
26,964$2.5M0.1%GrowthLowSt. Louis, MO2026-10-13
Robbins Farley
26,703$2.5M0.9%CoreMediumBedford, NH2026-10-21
Compass Financial Management LLC
25,666$2.4M0.3%CoreN/ATampa, FL2026-10-30
May Hill Capital, LLC
25,571$2.4M0.5%ETFLowCohasset, MA2026-11-03
Focus Financial Network, Inc.
25,008$2.3M0.1%ETFLowMinneapolis, MN2026-10-14
One Wealth Capital Management, LLC
24,969$2.3M0.9%GrowthMediumScottsdale, AZ2026-10-23
Echo45 Advisors LLC
24,861$2.3M1.0%ETFLowWalnut Creek, CA2026-10-07
Pinion Investment Advisors, LLC
24,518$2.3M0.4%ETFLowWichita, KS2026-11-04
Cypress Wealth Services, LLC
24,458$2.2M0.3%ETFLowPalm Desert, CA2026-10-21
Traveka Wealth, LLC
24,000$2.2M0.7%ETFLowLos Altos, CA2026-10-19
Legacy Private Trust Co.
23,874$2.2M0.1%ETFLowNeenah, WI2026-10-06
Alterna Wealth Management, Inc
23,450$2.2M1.2%ETFMediumHouston, TX2026-10-27
Able Wealth Management LLC
21,707$2.0M0.4%ETFMediumToms River, NJ2026-10-13
Avid Wealth Partners LLC
21,551$2.0M0.9%ETFMediumSan Antonio, TX2026-11-03
Collective Family Office LLC
21,449$2.0M0.4%ETFLowYork, PA2026-10-05
Hazlett, Burt & Watson, Inc.
21,068$1.3M0.8%CoreVery LowWheeling, WV2026-11-04
Asset One Wealth Management LLC
20,944$1.9M0.2%GrowthLowBellevue, WA2026-11-02
Values First Advisors, Inc.
20,849$1.9M0.9%CoreMediumJohnson City, TN2026-10-23
DecisionMap Wealth Management, LLC
20,617$1.9M1.0%ETFLowGreat Falls, VA2026-10-29
Integrity Advisory Solutions, LLC
20,365$1.9M0.2%ETFMediumDallas, TX2026-10-29
Etesian Wealth Advisors, Inc.
20,247$1.9M0.5%ETFLowWest Linn, OR2026-10-27
Fermata Advisors, LLC
19,801$1.8M0.4%ETFLowSonoma, CA2026-10-13
Portfolio Resources Advisor Group, Inc.
19,591$1.8M1.5%ETFMediumCoral Gables, FL2026-10-20
Ascentis Independent Advisors
19,154$1.8M0.1%ETFLowDallas, TX2026-11-03
Eastern Bank
18,326$1.7M0.0%GrowthMediumBoston, MA2026-10-05
B. Riley Wealth Advisors, Inc.
17,572$1.6M0.1%GrowthLowMemphis, TN2026-10-13
BCU Wealth Advisors, LLC
16,546$1.5M0.5%ETFLowVernon Hills, IL2026-10-16
Balefire, LLC
16,497$1.5M0.2%ETFMediumDallas, TX2026-10-09
Independent Financial Group, LLC
16,447$1.5M0.0%GrowthLowSan Diego, CA2026-10-13
Embree Financial Group
15,755$1.5M0.1%ETFLowChicago, IL2026-10-22
One Day In July LLC
15,713$1.4M0.1%ETFVery LowBurlington, VT2026-10-30
First International Bank of Israel Ltd.
15,170$1.4M0.6%ETFMediumTel Aviv, Luxembourg2026-11-04
Atlatl Advisers LLC
14,937$1.4M0.3%Agg GrowthHighMadison, WI2026-10-22
Lanark Financial, Inc.
14,701$1.4M0.1%CoreMediumBirmingham, AL2026-10-26
Mirae Asset Global Investments Co., Ltd.
14,598$1.3M0.0%GrowthLowSeoul, Malaysia2026-11-03
Two West Capital Advisors LLC
13,920$1.3M0.6%ETFLowOverland Park, KS2026-10-15
CoreCap Advisors, LLC
13,680$1.3M0.0%ETFMediumSouthfield, MI2026-10-08
First Heartland Consultants, Inc.
13,250$1.2M0.1%ETFMediumLake St. Louis, MO2026-10-08
Absolute Capital Management, LLC
12,939$1.2M0.3%ETFMediumPittsburgh, PA2026-10-16
WealthPoint Financial, LLC
12,857$1.2M0.8%ETFMediumCramerton, NC2026-11-03
Centurion Wealth Management LLC
12,661$1.2M0.3%ETFMediumMclean, VA2026-10-13
MSH Capital Advisors LLC
12,295$1.1M0.2%CoreLowScottsdale, AZ2026-11-03
LexAurum Advisors, LLC
12,042$1.1M0.1%ETFLowOverland Park, KS2026-10-19
Ascent Group, LLC
11,903$1.1M0.0%CoreLowVirginia Beach, VA2026-10-30
JFS Wealth Advisors, LLC
11,895$1.1M0.1%ETFVery LowHermitage, PA2026-11-03
W.H. Cornerstone Investments Inc.
11,747$1.1M0.6%CoreLowKingston, MA2026-11-03
RHS Financial, LLC
11,723$1.1M0.4%ETFMediumSan Francisco, CA2026-10-13
Horst & Graben Wealth Management LLC
11,689$1.1M0.1%ETFMediumPortland, OR2026-11-02
Retirement Wealth Solutions LLC
11,351$1.0M0.6%ETFLowMarshfield, WI2026-10-07
Gilpin Wealth Management, LLC
10,547$972.1K0.7%GrowthLowDenver, CO2026-10-09
LFA - Lugano Financial Advisors SA
10,459$964.0K0.6%ETFLowLugano, Switzerland2026-11-03
Ballast Rock Private Wealth LLC
10,453$963.5K0.4%ETFMediumCharleston, SC2026-10-26
Novem Group
10,142$934.8K0.1%ETFMediumRochester, NY2026-10-19
Oppenheimer & Co Inc
9,858$908.6K0.0%CoreLowNew York, NY2026-10-26
PFG Advisors
9,771$900.6K0.0%ETFMediumPhoenix, AZ2026-10-16
Davenport & Co LLC
9,560$881.2K0.0%CoreMediumRichmond, VA2026-10-14
Titleist Asset Management, LLC
9,336$860.5K0.1%ETFLowSan Antonio, TX2026-10-08
Verus Capital Partners, LLC
9,304$857.5K0.0%GrowthLowScottsdale, AZ2026-11-03
ASL Financial, LLC
9,293$856.5K0.6%ETFVery LowLos Gatos, CA2026-10-15
Unify Financial Advisors
8,852$815.9K0.7%ETFMediumClearwater, FL2026-11-03
Angeles Wealth Management, LLC
8,530$786.2K0.0%ETFLowSanta Monica, CA2026-10-26
Fairvoy Private Wealth, LLC
8,486$782.1K0.2%GrowthMediumBirmingham, AL2026-10-19
Pettinga Financial Advisors LLC
8,421$776.2K0.1%ETFMediumEvansville, IN2026-10-13
Financial Partners Group, Inc
8,351$769.7K0.1%ETFLowOverland Park, KS2026-10-19
Columbus Macro, LLC
8,273$762.5K0.1%YieldMediumNew Castle, PA2026-10-14
Strategy Asset Managers LLC
8,011$738.4K0.1%CoreLowPasadena, CA2026-10-14
StoneX Group Inc.
7,946$757.8K0.0%ETFMediumNew York, NY2026-11-03
Signature Estate & Investment Advisors LLC
7,831$721.8K0.0%ETFMediumLos Angeles, CA2026-10-13
MCF Advisors LLC
7,743$713.7K0.0%ETFLowLexington, KY2026-10-28
Conrad Siegel Investment Advisors, Inc.
7,736$713.0K0.1%ETFLowHarrisburg, PA2026-10-08
TFB Advisors LLC
7,491$690.4K0.3%ETFLowOverland Park, KS2026-11-02
LifeSteps Financial, Inc.
7,300$672.9K0.3%ETFLowClaremont, CA2026-10-15
Private Trust Co NA
6,937$639.4K0.1%CoreLowCleveland, OH2026-10-20
PUREfi Wealth, LLC
6,662$614.0K0.3%GrowthMediumBoston, MA2026-10-19
Avidian Wealth Enterprises, LLC
6,602$608.5K0.0%ETFLowHouston, TX2026-10-08
Triad Wealth Partners, LLC
6,576$606.1K0.0%ETFMediumLawrence, KS2026-10-26
Sanchez Gaunt Capital Management, LLC
6,483$597.5K0.3%ETFN/AReno, NV2026-11-03
Waystone Advisors LLC
6,470$649.3K0.5%ETFLowRedmond, WA2026-10-16
BOS Asset Management, LLC
6,465$595.9K0.1%ETFLowSpringfield, IL2026-10-09
W Advisors, LLC
6,362$586.4K0.3%CoreLowGermantown, TN2026-11-02
Spire Wealth Management
6,361$586.3K0.0%GrowthMediumMclean, VA2026-10-30
Gilliland Jeter Wealth Management LLC
6,259$576.9K0.1%GrowthVery LowLittle Rock, AR2026-10-28
Laurel OAK Wealth Management, LLC
6,193$570.8K0.1%GrowthLowMarlton, NJ2026-10-19
Firethorn Wealth Partners, LLC
6,064$558.9K0.2%ETFLowAugusta, GA2026-10-14
TD Waterhouse Canada Inc.
6,044$556.1K0.0%CoreLowToronto, Australia2026-10-16
Sigma Planning Corp
5,957$549.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Perigon Wealth Management, LLC
5,766$531.4K0.0%GrowthLowSan Francisco, CA2026-10-22
Amplius Wealth Advisors, LLC
5,658$521.5K0.0%ETFLowBlue Bell, PA2026-10-20
Avantra Family Wealth, Inc.
5,622$518.2K0.3%CoreMediumMechanicsburg, PA2026-10-20
Regatta Capital Group, LLC
5,550$511.5K0.1%ETFLowEl Segundo, CA2026-10-23
Globalt Investments LLC / GA
5,280$486.7K0.0%ETFLowAtlanta, GA2026-10-27
Richmond Investment Services, LLC
5,237$482.7K0.2%ETFLowMequon, WI2026-10-29
Signature Equity Partners, LLC
5,128$472.6K0.2%GrowthMediumColumbus, OH2026-10-29
XY Planning Network, Inc.
5,117$471.6K0.1%ETFLowBozeman, MT2026-10-14
Cape Investment Advisory, Inc.
5,013$462.0K0.1%ETFLowMcdonough, GA2026-10-13
M Holdings Securities, Inc.
5,010$4780.0%ETFHighPortland, OR2026-11-03
Kane Co Wealth Management, Inc.
5,000$460.9K0.4%ETFVery LowJohnston, IA2026-11-04
Choreo, LLC
4,986$459.6K0.0%IndexLowRockford, IL2026-10-28
Arwa LLC
4,976$460.6K0.2%ETFMediumFort Worth, TX2026-10-21
Parallel Advisors, LLC
4,813$443.6K0.0%IndexLowSan Francisco, CA2026-11-03
Legacy Wealth Partners, LLC
4,724$435.4K0.1%ETFHighLakewood, CO2026-10-15
Core Wealth Partners LLC
4,665$430.0K0.2%GrowthLowSanta Rosa, CA2026-11-02
Blue Capital, Inc.
4,660$429.5K0.3%CoreHighOmaha, NE2026-10-13
Fiscal Wisdom Wealth Management, LLC
4,638$427.5K0.5%ETFMediumCanton, CT2026-10-16
Montecito Bank & Trust
4,609$424.8K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Prime Capital Investment Advisors, LLC
4,600$424.0K0.0%ETFLowOverland Park, KS2026-10-20
LiftPoint Family Wealth Advisors LLC
4,582$422.3K0.3%ETFMediumFar Hills, NJ2026-11-03
Koshinski Asset Management, Inc.
4,511$415.8K0.0%ETFLowDecatur, IL2026-10-29
Zenith Solutions, Inc.
4,340$400.1K0.4%ETFN/APhiladelphia, PA2026-10-19
Signal Advisors Wealth, LLC
4,247$391.5K0.0%ETFLowDetroit, MI2026-10-13
Valtinson Bruner Financial Planning LLC
4,236$390.4K0.1%ETFLowNew Brighton, MN2026-11-02
BAM Wealth Management, LLC
4,025$371.0K0.2%ETFHighLakewood, CO2026-10-15
Mosley Wealth Management
3,955$371.8K0.1%ETFHighAnaheim, CA2026-10-16
Wedbush Securities Inc
3,922$3610.0%CoreLowPasadena, CA2026-10-22
City Center Advisors, LLC
3,920$361.3K0.3%ETFMediumTroy, MI2026-10-08
Argyle Capital Partners, LLC
3,758$346.4K0.2%CoreLowLos Angeles, CA2026-10-23
Lockerman Financial Group, Inc.
3,714$342.4K0.5%ETFMediumNewport Beach, CA2026-10-19
ADE, LLC
3,654$336.8K0.1%ETFLowBaltimore, MD2026-10-29
Plancorp, LLC
3,502$336.4K0.0%ETFLowSaint Louis, MO2026-11-03
Semus Wealth Partners LLC
3,415$314.8K0.1%GrowthLowBoca Raton, FL2026-10-22
Patriot Financial Group Insurance Agency, LLC
3,395$312.9K0.0%GrowthLowWalpole, MA2026-10-14
CRA Financial Services, LLC
3,363$309.9K0.0%ETFVery LowNorthfield, NJ2026-10-16
Caliber Wealth Management, LLC / KS
3,322$306.2K0.0%ETFLowOverland Park, KS2026-11-04
Midwest Professional Planners, Ltd.
3,302$304.4K0.1%GrowthMediumWausau, WI2026-10-29
James Investment Research, Inc.
3,250$299.6K0.0%CoreLowAlpha, OH2026-10-22
Silverlake Wealth Management LLC
3,242$298.8K0.1%ETFLowWilliston, VT2026-10-21
Raleigh Capital Management Inc.
3,211$296.0K0.1%CoreMediumCary, NC2026-10-28
SAX Wealth Advisors, LLC
3,135$289.0K0.0%ETFVery LowParsippany, NJ2026-10-13
Pacific Excel Wealth Advisors, Inc.
3,077$283.8K0.3%ETFHighWalnut Creek, CA2026-10-27
BridgePort Financial Solutions, LLC
3,057$281.8K0.1%ETFLowFairfield, IA2026-11-02
Northland Securities, Inc.
3,047$280.8K0.2%ETFLowMinneapolis, MN2026-11-02
Kingswood Wealth Advisors, LLC
3,004$276.8K0.0%GrowthLowSan Diego, CA2026-10-23
EverSource Wealth Advisors, LLC
2,971$273.8K0.0%CoreMediumBirmingham, AL2026-11-04
Madson Wealth Advisors Inc
2,923$269.4K0.2%ETFLowSanta Rosa, CA2026-10-13
Commonwealth Financial Services, LLC
2,889$266.3K0.0%ETFMediumVienna, WV2026-10-20
Aegis Wealth Management, Inc.
2,872$264.7K0.2%ETFMediumGuthrie Center, IA2026-10-26
Flagship Harbor Advisors, LLC
2,865$264.1K0.0%ETFMediumBoston, MA2026-10-26
Elevated Financial Group LLC
2,824$260.3K0.1%ETFMediumIndianapolis, IN2026-10-16
1834 Investment Advisors Co
2,739$252.5K0.0%ValueLowMilwaukee, WI2026-10-16
Spinnaker Investment Group, LLC
2,737$252.2K0.0%ETFLowNewport Beach, CA2026-10-13
LongView Wealth Management
2,707$249.5K0.1%ETFLowAtlanta, GA2026-10-19
Smart Wealth LLC
2,695$248.4K0.1%ETFHighOmaha, NE2026-11-04
Stablepoint Partners, LLC
2,690$247.9K0.0%CoreLowBraintree, MA2026-11-03
John W. Brooker & Co., CPAs
2,618$241.3K0.3%ETFMediumOakland, CA2026-10-21
Hutchens & Kramer Investment Management Group, LLC
2,580$237.8K0.1%ETFLowIndianapolis, IN2026-10-16
Stackstone Wealth, LLC
2,568$236.7K0.0%CoreN/ADubuque, IA2026-10-19
Johnson Bixby & Associates, LLC
2,527$232.9K0.0%ETFMediumVancouver, WA2026-10-14
Harbor Investment Advisory, LLC
2,505$230.9K0.0%GrowthLowLutherville, MD2026-10-13
Cooper Financial Group
2,362$217.7K0.0%GrowthMediumIrvine, CA2026-10-07
Sheets Smith Wealth Management
2,352$216.8K0.0%CoreLowWinston-Salem, NC2026-10-16
Daymark Wealth Partners, LLC
2,328$214.6K0.0%CoreLowCincinnati, OH2026-11-04
RCS Financial Planning, LLC
2,320$213.8K0.1%ETFMediumAnnapolis, MD2026-10-14
Atlas Brown,Inc.
2,293$211.4K0.1%GrowthLowLouisville, KY2026-10-09
Asempa Wealth Advisors
2,258$207.8K0.2%ETFLowBaton Rouge, LA2026-10-07
Hengehold Capital Management LLC
2,251$207.4K0.0%ETFLowCincinnati, OH2026-10-16
Client 1ST Advisory Group, LLC
2,202$203.0K0.1%ETFVery LowDunedin, FL2026-10-19
Paladin Partners, LLC
2,158$198.9K0.1%ETFVery LowHartland, WI2026-10-06
Pflug Koory, LLC
1,820$167.7K0.1%CoreVery LowOmaha, NE2026-10-26
Capital Investment Counsel, Inc
1,766$162.8K0.0%GrowthVery LowRaleigh, NC2026-10-20
Parkside Financial Bank & Trust
1,376$126.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Creative Financial Designs Inc
1,303$120.1K0.0%ETFMediumKokomo, IN2026-11-04
Wells Financial Advisors Inc
1,162$107.1K1.0%ETFVery LowFramingham, MA2026-11-02
Midwest Capital Advisors, LLC
1,156$106.6K0.0%ETFHighGrand Rapids, MI2026-11-04
Arlington Trust Co LLC
1,134$104.5K0.0%ETFMediumBirmingham, AL2026-10-20
Capital Investment Advisory Services, LLC
981$91.0K0.0%CoreMediumRaleigh, NC2026-10-30
Yankcom Partnership
960$88.5K0.0%CoreVery LowYankton, SD2026-10-15
First Horizon Corp
885$81.6K0.0%CoreLowMemphis, TN2026-10-26
Asset Planning,Inc
810$74.6K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Biltmore Family Office, LLC
785$72.4K0.0%GrowthLowCharlotte, NC2026-11-03
UMB Private Wealth Management, LLC
779$71.8K0.1%GrowthN/AKansas City, MO2026-10-19
Tsfg, LLC
673$620.0%ETFLowLake Forest, IL2026-10-23
Oakworth Capital, Inc.
636$58.6K0.0%ETFLowBirmingham, AL2026-10-26
Clean Yield Group
530$48.9K0.0%CoreLowNorwich, VT2026-10-28
GK Wealth Management LLC
400$36.9K0.0%GARPVery HighReno, NV2026-10-09
Lloyd Advisory Services, Llc.
341$31.4K0.0%ETFVery HighSuwanee, GA2026-11-02
Independence Bank of Kentucky
336$31.0K0.0%GrowthLowOwensboro, KY2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
285$26.3K0.0%ETFLowGlen Allen, VA2026-10-14
Advocate Investing Services LLC
280$25.8K0.0%ETFLowWoodbine, MD2026-10-26
Covestor Ltd
262$240.0%ValueHighLondon, United Kingdom2026-10-30
Essential Partners LLC
203$18.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Beacon Investment Advisory Services, Inc.
196$18.1K0.0%GrowthLowMorristown, NJ2026-10-13
Nemes Rush Group LLC
187$17.2K0.0%CoreVery LowNovi, MI2026-11-04
Reap Financial Group, LLC
186$17.1K0.0%ETFLowAustin, TX2026-11-02
Latitude Advisors, LLC
183$16.9K0.0%ETFLowYorkville, IL2026-10-27
Transce3nd, LLC
170$16.0K0.0%GrowthLowBuda, TX2026-10-26
Physician Wealth Advisors, Inc.
164$15.1K0.0%ETFMediumMidvale, UT2026-10-20
Key Capital Management, Inc
164$15.1K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Trust Co of Vermont
162$14.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Nvwm, LLC
138$12.7K0.0%GrowthMediumYardley, PA2026-10-14
Cullen T Bankers, Inc.
138$12.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Simplex Trading, LLC
125$11.5K0.0%CoreVery HighChicago, IL2026-11-04
Investors Research Corp
117$10.8K0.0%ETFLowAtlanta, GA2026-10-07
Root Financial Partners, LLC
115$10.6K0.0%ETFMediumEncinitas, CA2026-10-21
Axiom Investment Management LLC
111$10.2K0.0%CoreN/ANew York, NY2026-11-03
Trust Co of Toledo NA
106$9.8K0.0%GrowthVery LowHolland, OH2026-10-16
Piscataqua Savings Bank
94$8.7K0.0%CoreVery LowPortsmouth, NH2026-10-21
MassMutual Private Wealth & Trust, FSB
88$8.1K0.0%CoreLowSpringfield, MA2026-10-05
Olistico Wealth, LLC
87$8.0K0.0%GrowthVery LowTulsa, OK2026-10-05
Pinnacle Wealth Planning Services, Inc.
80$7.4K0.0%GARPLowMansfield, OH2026-10-27
Nfsg Corp
68$6.3K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Hilton Head Capital Partners, LLC
61$5.6K0.0%CoreMediumHilton Head Island, SC2026-10-23
SJS Investment Consulting Inc.
60$5.5K0.0%ETFVery LowSylvania, OH2026-10-26
Abound Wealth Management
58$5.4K0.0%ETFVery LowFranklin, TN2026-10-26
Evolution Wealth Management Inc.
55$5.1K0.0%ETFMediumFort Myers, FL2026-10-28
Heritage Family Offices, LLP
54$5.0K0.0%GrowthHighScottsdale, AZ2026-11-02
NBT Bank, N.A.
53$4.9K0.0%CoreLowNorwich, NY2026-10-21
Cordgrass Capital Advisors, LLC
50$4.6K0.0%CoreLowRaleigh, NC2026-10-30
Kingdom Financial Group Llc.
49$4.5K0.0%ETFMediumPeoria, AZ2026-11-04
Hughes Financial Services, LLC
47$4.5K0.0%ETFLowHerndon, VA2026-10-30
NorthAvenue LLC
46$4.2K0.0%ETFVery LowColumbus, OH2026-10-29
Asset Dedication, LLC
46$4.2K0.0%ETFLowSan Francisco, CA2026-11-03
Indiana Trust & Investment Management Co
41$3.8K0.0%GrowthLowMishawaka, IN2026-10-22
First Bancorp, Inc
39$3.6K0.0%ValueVery LowDamariscotta, ME2026-10-26
Canton Hathaway, LLC
38$3.5K0.0%ValueLowProvidence, RI2026-10-23
Montgomery Financial Services LLC
38$3.5K0.0%ETFN/AOcean City, MD2026-11-03
Atwood & Palmer Inc
17$1.6K0.0%CoreVery LowKansas City, MO2026-10-08
Lynch Investment Planning, LLC
14$1.3K0.0%ETFLowNewtown Square, PA2026-10-27
United Financial Planning Group LLC
10$9220.0%ETFHighHauppauge, NY2026-11-04
Register Financial Advisors LLC
7$6450.0%GARPLowAtlanta, GA2026-10-23
Lodestone Wealth Management LLC
1$1060.0%CoreLowSpokane, WA2026-10-14