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Ishares 3-7 Year Treasury BO (IEI)

CUSIP: 464288661 | NYSE | 2189 institutional holders

Quarters

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

Assetmark, Inc4,856,733
0.9% of portfolio›$550.9M
Bank Julius Baer & Co. Ltd, Zurich2,498,166
0.7% of portfolio›$283.5M
Truist Financial Corp1,803,968
0.2% of portfolio›$204.6M
Facet Wealth, Inc.1,501,796
2.1% of portfolio›$170.4M
Creative Planning1,135,328
0.1% of portfolio›$128.8M
WestEnd Advisors, LLC1,127,424
2.8% of portfolio›$127.9M
Evergreen Capital Management LLC924,993
1.9% of portfolio›$104.9M
Wealth Enhancement Advisory Services, LLC824,753
0.1% of portfolio›$90.3M
Cantor Fitzgerald Investment Advisors L.P.756,408
4.7% of portfolio›$85.8M
Strategic Point Investment Advisors, LLC677,300
10.0% of portfolio›$76.8M
OpenArc Corporate Advisory, LLC618,496
0.8% of portfolio›$70.2M
Sagespring Wealth Partners, LLC563,597
1.0% of portfolio›$63.9M
Keybank National Association429,146
0.2% of portfolio›$48.7M
3Edge Asset Management, LP405,486
2.0% of portfolio›$46.0M
Watchman Group, Inc.387,270
10.1% of portfolio›$43.9M
Willis Johnson Wealth, Inc.377,691
2.4% of portfolio›$42.8M
TD Private Client Wealth LLC374,707
0.8% of portfolio›$42.5M
New Harbor Financial Group, LLC309,165
5.2% of portfolio›$35.1M
DT Investment Partners, LLC270,970
2.2% of portfolio›$30.7M
MBL Wealth, LLC269,232
1.8% of portfolio›$30.5M
School Employees Retirement Board of Ohio246,924
8.3% of portfolio›$28.0M
Ddfg, Inc241,710
5.4% of portfolio›$27.4M
Cambridge Investment Research Advisors, Inc.240,784
0.0% of portfolio›$27.3K
Blueprint Investment Partners LLC237,667
2.2% of portfolio›$27.0M
Commonwealth Equity Services, LLC230,093
0.0% of portfolio›$26.1M
Hoese & Co LLP227,218
17.0% of portfolio›$25.8M
Jmac Enterprises LLC219,696
4.2% of portfolio›$24.9M
Acropolis Investment Management, LLC208,079
0.9% of portfolio›$23.6M
Concurrent Investment Advisors, LLC190,124
0.1% of portfolio›$21.6M
Independence Financial Advisors, LLC184,973
5.3% of portfolio›$21.0M
Allspring Global Investments Holdings, LLC184,080
0.0% of portfolio›$20.9M
Armstrong Advisory Group, Inc178,126
1.2% of portfolio›$20.2M
Blueprint Financial Advisors LLC168,367
2.0% of portfolio›$19.1M
Global Trust Asset Management, LLC168,154
5.9% of portfolio›$19.1M
Citizens Financial Group Inc148,794
0.2% of portfolio›$16.9M
Paulson Wealth Management Inc.145,442
3.4% of portfolio›$16.5M
ETF Portfolio Partners, Inc.140,704
4.0% of portfolio›$16.0M
Capital Investment Services of America, Inc.137,722
1.4% of portfolio›$15.6M
Mirabaud & Cie SA135,361
5.9% of portfolio›$15.4M
Courier Capital LLC131,020
0.7% of portfolio›$14.9M
MBM Wealth Consultants, LLC119,476
2.5% of portfolio›$13.6M
Cordoba Advisory Partners LLC118,483
1.7% of portfolio›$13.4M
Bond & Devick Financial Network, Inc.117,425
3.2% of portfolio›$13.3M
One Day In July LLC110,530
0.9% of portfolio›$12.5M
McKinley Carter Wealth Services, Inc.109,421
0.6% of portfolio›$12.4M
Eley Financial Management, Inc107,043
4.0% of portfolio›$12.1M
Woodmont Investment Counsel LLC106,328
0.6% of portfolio›$12.1M
Farther Finance Advisors, LLC105,521
0.1% of portfolio›$12.0M
Boltwood Capital Management101,696
2.6% of portfolio›$11.5M
RCS Financial Planning, LLC97,347
6.0% of portfolio›$11.0M
Mirae Asset Global Investments Co., Ltd.97,252
0.0% of portfolio›$11.0M
CFS Investment Advisory Services, LLC93,523
0.7% of portfolio›$10.6M
First Financial Bank - Trust Division92,461
0.8% of portfolio›$10.5M
Pictet Asset Management Holding SA91,500
0.0% of portfolio›$10.4M
Values First Advisors, Inc.89,338
4.8% of portfolio›$10.1M
Wealthcare Capital Management LLC89,223
1.1% of portfolio›$10.1M
Diversify Wealth Management, LLC86,548
0.1% of portfolio›$9.9M
Diversify Advisory Services, LLC86,548
0.1% of portfolio›$9.9M
Surience Private Wealth LLC86,346
9.4% of portfolio›$9.8M
Lido Advisors, LLC85,473
0.0% of portfolio›$9.7M
Kestra Private Wealth Services, LLC85,283
0.1% of portfolio›$9.7M
Premier Path Wealth Partners, LLC84,170
1.1% of portfolio›$9.5M
Tanglewood Wealth Management, Inc.83,874
0.8% of portfolio›$9.5M
Citigroup Inc83,038
0.0% of portfolio›$9.4M
Foundry Financial Group, Inc.80,604
3.8% of portfolio›$9.1M
Proathlete Wealth Management LLC80,151
2.0% of portfolio›$9.1M
Foronjy Financial LLC77,746
3.1% of portfolio›$8.8M
Community Trust & Investment Co75,652
0.4% of portfolio›$8.6M
Patten & Patten Inc74,030
0.4% of portfolio›$8.4M
BayBridge Capital Group, LLC74,006
4.4% of portfolio›$8.4M
Benchmark Financial, LLC72,280
6.3% of portfolio›$8.2M
Maltin Wealth Management, Inc.70,645
2.6% of portfolio›$8.0M
Midwest Professional Planners, Ltd.69,231
1.6% of portfolio›$7.9M
PFG Advisors68,585
0.4% of portfolio›$7.8M
Prospera Financial Services Inc65,963
0.1% of portfolio›$7.6M
Camden National Bank65,649
1.0% of portfolio›$7.4M
Great Diamond Partners, LLC64,576
1.2% of portfolio›$7.3M
D.A. Davidson & Co.64,532
0.0% of portfolio›$7.3M
James Investment Research, Inc.62,094
0.8% of portfolio›$7.0M
4J Wealth Management LLC61,637
3.2% of portfolio›$7.0M
InTrack Investment Management Inc61,088
3.3% of portfolio›$6.9M
Procyon Advisors, LLC60,655
0.3% of portfolio›$6.9M
Frontier Asset Management, LLC60,597
1.3% of portfolio›$6.9M
Cliftonlarsonallen Wealth Advisors, LLC60,316
0.1% of portfolio›$6.8M
Centerline Wealth Advisors, LLC60,256
2.1% of portfolio›$6.8M
MFA Wealth Services56,715
3.8% of portfolio›$6.4M
Atria Investments, Inc55,907
0.1% of portfolio›$6.3M
Whalen Wealth Management Inc.55,584
2.7% of portfolio›$6.3M
Blue Fin Capital, Inc.55,579
0.9% of portfolio›$6.3M
AmeriServ Wealth Advisors54,525
4.9% of portfolio›$6.2M
Strategic Blueprint, LLC53,634
0.3% of portfolio›$6.1M
Semitam Bonam LLC51,998
4.1% of portfolio›$5.9M
Center For Asset Management LLC50,386
2.6% of portfolio›$5.7M
Rinkey Investments49,646
1.4% of portfolio›$5.6M
Davenport & Co LLC48,886
0.0% of portfolio›$5.5M
Kestra Advisory Services, LLC48,569
0.0% of portfolio›$5.5M
Tennessee Valley Asset Management Partners48,177
0.6% of portfolio›$5.5M
Compass Financial Group, Inc. (Ohio)47,903
3.6% of portfolio›$5.4M
Pinnacle Associates LTD47,249
0.1% of portfolio›$5.4M
Trilogy Capital Inc.46,826
0.2% of portfolio›$5.3M
Aerodigm Wealth, LLC46,464
1.8% of portfolio›$5.3M
Monument Capital Management45,044
1.1% of portfolio›$5.1M
Unique Wealth, LLC43,275
0.6% of portfolio›$4.9M
Pinnacle Wealth Management Advisory Group, LLC42,185
0.3% of portfolio›$4.8M
Gladwyn Financial Advisors, Inc.41,993
3.0% of portfolio›$4.8M
Dynamic Advisor Solutions LLC41,105
0.1% of portfolio›$4.7M
Robertson Stephens Wealth Management, LLC38,189
0.1% of portfolio›$4.3M
Vision Capital Management, Inc.36,844
0.5% of portfolio›$4.2M
Exchange Traded Concepts, LLC36,504
0.0% of portfolio›$4.1M
Christensen, King & Associates Investment Services, Inc.36,428
1.5% of portfolio›$4.1M
Ascent Group, LLC34,909
0.1% of portfolio›$4.0M
IFP Advisors, Inc34,755
0.1% of portfolio›$3.9M
Shelton Wealth Management, LLC34,427
1.5% of portfolio›$3.9M
Spartan Planning & Wealth Management33,236
2.5% of portfolio›$3.8M
Daymark Wealth Partners, LLC32,707
0.1% of portfolio›$3.7M
Entrewealth, LLC32,471
1.3% of portfolio›$3.7M
Opus Capital Group, LLC32,262
0.0% of portfolio›$3.7K
Brookstone Capital Management31,703
0.0% of portfolio›$3.6M
Columbia Bank29,702
0.7% of portfolio›$3.4M
NorthCrest Asset Manangement, LLC29,297
0.1% of portfolio›$3.3M
Apella Capital, LLC29,104
0.0% of portfolio›$3.3M
William Howard & Co Financial Advisors Inc28,537
2.6% of portfolio›$3.2M
Endowment Wealth Management, Inc.28,446
1.1% of portfolio›$3.2M
ETF Store, Inc.27,025
2.5% of portfolio›$3.1M
Cyndeo Wealth Partners, LLC26,932
0.1% of portfolio›$3.1M
J2 Capital Management Inc26,268
1.9% of portfolio›$3.0M
Union Bancaire Privee, UBP SA25,917
0.0% of portfolio›$2.9M
Maseco LLP25,868
0.1% of portfolio›$2.9M
PW Nova Financial Services LLC25,780
0.6% of portfolio›$2.9M
Israel Discount Bank of New York25,024
5.1% of portfolio›$2.8M
Central Pacific Bank - Trust Division25,015
0.3% of portfolio›$2.8M
Belleair Asset Management, LLC24,444
2.3% of portfolio›$2.8M
Cdkv Holdings LLC24,181
2.1% of portfolio›$2.7M
Magnus Financial Group LLC23,938
0.2% of portfolio›$2.7M
Chesley Taft & Associates LLC23,907
0.1% of portfolio›$2.7M
Capital Investment Advisory Services, LLC23,746
0.2% of portfolio›$2.7M
Axxcess Wealth Management, LLC23,665
0.1% of portfolio›$2.7M
Pacific Park Financial, Inc.23,178
1.6% of portfolio›$2.6M
Perigon Wealth Management, LLC22,930
0.0% of portfolio›$2.6M
Robinson Value Management, Ltd.22,879
1.4% of portfolio›$2.6M
Avidian Wealth Enterprises, LLC22,553
0.1% of portfolio›$2.6M
GC Wealth Management RIA, LLC22,100
0.1% of portfolio›$2.5M
Legacy Wealth Partners, LLC22,028
0.5% of portfolio›$2.5M
Beacon Bank & Trust21,452
0.5% of portfolio›$2.4M
Signature Estate & Investment Advisors LLC21,439
0.0% of portfolio›$2.4M
Eagle Strategies LLC20,905
0.2% of portfolio›$2.4M
MFA Wealth Advisors, LLC20,852
0.4% of portfolio›$2.4M
Arrien Investments, Inc.20,153
1.2% of portfolio›$2.3M
AUA Capital Management, LLC19,271
1.0% of portfolio›$2.2M
Conning Inc.19,236
0.1% of portfolio›$2.2M
Ridgepath Capital Management LLC19,133
1.2% of portfolio›$2.2M
Higgins & Schmidt Wealth Strategies LLC19,098
0.9% of portfolio›$2.2M
Mariner Investment Group LLC18,461
0.4% of portfolio›$2.1M
Resonant Capital Advisors, LLC18,225
0.1% of portfolio›$2.1M
MGO One Seven LLC18,114
0.0% of portfolio›$2.1M
Verdence Capital Advisors LLC17,412
0.1% of portfolio›$2.0M
Welch Group, LLC16,916
0.1% of portfolio›$1.9M
Balefire, LLC16,787
0.3% of portfolio›$1.9M
Royal Fund Management, LLC16,735
0.2% of portfolio›$1.9M
MY Wealth Management Inc.16,559
1.4% of portfolio›$1.9M
Brian LOW Financial Group, LLC16,357
1.0% of portfolio›$1.9M
StoneX Group Inc.15,797
0.1% of portfolio›$1.8M
TFB Advisors LLC15,710
0.7% of portfolio›$1.8M
Greenspring Advisors, LLC15,679
0.1% of portfolio›$1.8M
Twele Capital Management, Inc.15,476
0.3% of portfolio›$1.8M
Laurel OAK Wealth Management, LLC15,432
0.2% of portfolio›$1.8M
HCR Wealth Advisors14,876
0.1% of portfolio›$1.7M
RKL Wealth Management LLC14,822
0.1% of portfolio›$1.7M
LightSquare Wealth Management, LLC14,659
1.1% of portfolio›$1.7M
Waystone Advisors LLC14,113
1.2% of portfolio›$1.7M
Visionary Wealth Advisors13,982
0.1% of portfolio›$1.6M
Oppenheimer Asset Management Inc.13,466
0.0% of portfolio›$1.5M
E&G Advisors, LLC13,437
0.3% of portfolio›$1.5M
Burke & Herbert Bank & Trust Co13,332
0.4% of portfolio›$1.5M
Atwood & Palmer Inc13,220
0.1% of portfolio›$1.5M
Sowell Financial Services LLC13,123
0.0% of portfolio›$1.5M
Investment Research Partners LLC13,081
0.5% of portfolio›$1.5M
Vise Technologies, Inc.12,973
0.0% of portfolio›$1.5M
Tred Avon Family Wealth, LLC12,954
0.4% of portfolio›$1.5M
Emprise Bank12,732
0.6% of portfolio›$1.4M
Regatta Capital Group, LLC12,665
0.2% of portfolio›$1.4M
SevenBridge Financial Group, LLC12,564
0.2% of portfolio›$1.4M
PKS Advisory Services, LLC12,431
0.2% of portfolio›$1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management12,394
0.0% of portfolio›$1.4M
Legacy Private Trust Co.12,135
0.1% of portfolio›$1.4M
Cogent Strategic Wealth LLC11,959
1.3% of portfolio›$1.4M
Spire Wealth Management11,701
0.0% of portfolio›$1.3M
Penobscot Investment Management Company, Inc.11,672
0.1% of portfolio›$1.3M
Stronghold Wealth Management L.L.C.11,597
1.8% of portfolio›$1.3M
TD Waterhouse Canada Inc.10,992
0.0% of portfolio›$1.2M
Traphagen Investment Advisors LLC10,921
0.1% of portfolio›$1.2M
Sanchez Gaunt Capital Management, LLC10,897
0.7% of portfolio›$1.2M
Omni 360 Wealth, Inc.10,854
0.6% of portfolio›$1.2M
Montecito Bank & Trust10,699
0.2% of portfolio›$1.2M
Elevation Point Wealth Partners, LLC10,486
0.0% of portfolio›$1.2M
Algorithmic Investment Models, LLC10,291
1.4% of portfolio›$1.2M
Oak Grove Capital LLC10,200
0.1% of portfolio›$1.2M
RFG Advisory, LLC10,187
0.0% of portfolio›$1.2M
L.K. Benson & Company, P.C.10,149
0.3% of portfolio›$1.2M
Nolet Wealth Management, LLC9,987
0.6% of portfolio›$1.1M
Bryn Mawr Trust Advisors, LLC9,918
0.0% of portfolio›$1.1M
Martin Capital Partners, LLC9,762
0.4% of portfolio›$1.1M
Cadinha & Co LLC9,752
0.2% of portfolio›$1.1M
Stonehaven Wealth & TAX Solutions, LLC9,627
1.0% of portfolio›$1.1M
J. Safra Sarasin Holding AG9,485
0.0% of portfolio›$1.1M
Bigelow Investment Advisors, LLC9,230
0.4% of portfolio›$1.0M
Fiduciary Alliance LLC9,187
0.1% of portfolio›$1.0M
Core Wealth Partners LLC9,118
0.4% of portfolio›$1.0M
Simplicity Wealth,LLC9,053
0.0% of portfolio›$1.0M
M Holdings Securities, Inc.9,031
0.0% of portfolio›$1.0K
Ashton Thomas Private Wealth, LLC8,645
0.0% of portfolio›$980.7K
Kaufman Rossin Wealth, LLC8,601
0.4% of portfolio›$975.7K
Fifth Third Securities, Inc.8,555
0.0% of portfolio›$970.5K
Analyst IMS Investment Management Services Ltd.8,429
0.0% of portfolio›$956.0K
Invested Advisors8,148
0.8% of portfolio›$924.3K
Alliance Private Wealth, LLC8,085
0.3% of portfolio›$917.2K
Silvia Mccoll Wealth Management, LLC7,951
0.5% of portfolio›$901.9K
GenWealth Group, Inc.7,925
0.1% of portfolio›$899.0K
Conrad Siegel Investment Advisors, Inc.7,735
0.1% of portfolio›$877.4K
Blue Capital, Inc.7,692
0.5% of portfolio›$872.5K
Edge Wealth Management LLC7,650
0.1% of portfolio›$867.1K
Able Financial Group, LLC7,632
0.1% of portfolio›$865.8K
Koa Wealth Management, LLC7,631
0.6% of portfolio›$865.7K
HMV Wealth Advisors, LLC7,630
0.3% of portfolio›$865.5K
Founders Grove Wealth Partners, LLC7,583
0.2% of portfolio›$860.2K
Choreo, LLC7,488
0.0% of portfolio›$849.5K
Krilogy Financial LLC7,386
0.0% of portfolio›$838.2K
Moulton Wealth Management, Inc7,309
0.6% of portfolio›$828.9K
Compass Financial Management LLC7,089
0.1% of portfolio›$804.2K
Rockland Trust Co6,631
0.0% of portfolio›$752.2K
Studio Investment Management LLC6,595
0.1% of portfolio›$748.1K
Crestwood Advisors Group, LLC6,566
0.0% of portfolio›$744.8K
Vontobel Holding Ltd.6,555
0.0% of portfolio›$743.6K
Mascoma Wealth Management LLC6,191
0.1% of portfolio›$702.3K
Summa Corp.6,170
0.1% of portfolio›$699.9K
Upper Left Wealth Management, LLC6,084
0.4% of portfolio›$690.2K
EverSource Wealth Advisors, LLC6,030
0.0% of portfolio›$684.0K
Leverty Financial Group, LLC6,004
0.1% of portfolio›$681.1K
Klaas Financial Asset Advisors, LLC5,986
0.1% of portfolio›$679.1K
Cooke Wealth Management, LLC5,925
0.6% of portfolio›$672.1K
CogentBlue Wealth Advisors, LLC5,715
0.6% of portfolio›$648.3K
Asset One Wealth Management LLC5,645
0.1% of portfolio›$640.3K
Fairvoy Private Wealth, LLC5,621
0.1% of portfolio›$637.6K
Pacific Excel Wealth Advisors, Inc.5,548
0.7% of portfolio›$629.4K
Argus Investors' Counsel, Inc.5,413
0.5% of portfolio›$614.1K
Asempa Wealth Advisors5,311
0.5% of portfolio›$602.3K
Noble Family Wealth, LLC5,308
0.1% of portfolio›$602.1K
Canandaigua National Trust Co of Florida5,227
0.3% of portfolio›$593.0K
Bangor Savings Bank5,225
0.0% of portfolio›$592.7K
CoreCap Advisors, LLC5,200
0.0% of portfolio›$589.9K
Paragon Capital Management Ltd5,127
0.1% of portfolio›$581.6K
Independent Financial Group, LLC5,033
0.0% of portfolio›$570.9K
Montag A & Associates Inc5,023
0.0% of portfolio›$569.8K
Avail Investment Partners, LLC4,933
0.4% of portfolio›$559.6K
Meitav Investment House LTD4,841
0.0% of portfolio›$546.8K
Midwest Trust Co4,702
0.0% of portfolio›$533.4K
Partners Wealth Management, LLC4,643
0.1% of portfolio›$526.7K
Capital Investment Counsel, LLC4,613
0.1% of portfolio›$523.3K
Centennial Wealth Advisory LLC4,594
0.1% of portfolio›$521.0K
Balboa Wealth Partners4,588
0.1% of portfolio›$520.5K
Morton Brown Family Wealth, LLC4,581
0.1% of portfolio›$519.7K
Private Trust Co NA4,550
0.0% of portfolio›$516.2K
Compagnie Lombard Odier SCmA4,513
0.0% of portfolio›$512.0K
RMR Wealth Builders4,500
0.0% of portfolio›$510.5K
Woodward Diversified Capital, LLC4,466
0.2% of portfolio›$506.6K
MKT Advisors LLC4,339
0.2% of portfolio›$492.8K
Banque Pictet & CIE SA4,324
0.0% of portfolio›$490.5K
Obermeyer Wealth Partners4,316
0.0% of portfolio›$489.6K
Firestone Capital Management4,281
0.1% of portfolio›$485.6K
Argyle Capital Partners, LLC4,259
0.3% of portfolio›$483.1K
Rede Wealth, LLC4,179
0.2% of portfolio›$474.1K
Cambiar Investors LLC4,139
0.0% of portfolio›$469.5K
Mather Group, Llc.4,014
0.0% of portfolio›$455.4K
High Probability Advisors, LLC3,902
0.0% of portfolio›$442.7K
Stephens Group Asset Management, LLC3,878
0.0% of portfolio›$439.9K
John W. Brooker & Co., CPAs3,742
0.5% of portfolio›$424.5K
Arkansas Financial Group, Inc.3,733
0.1% of portfolio›$423.5K
Northwest Wealth Management, LLC3,652
0.1% of portfolio›$414.3K
StoryOne LLC3,650
0.2% of portfolio›$414.1K
StoryOne LLC3,650
0.2% of portfolio›$414.1K
Patten Group, Inc.3,629
0.1% of portfolio›$411.7K
Kelly Financial Group LLC3,596
0.1% of portfolio›$407.9K
Etesian Wealth Advisors, Inc.3,522
0.1% of portfolio›$399.5K
Principle Wealth Partners LLC3,473
0.0% of portfolio›$394.0K
Stanley-Laman Group, Ltd.3,453
0.0% of portfolio›$391.8K
NBT Bank, N.A.3,350
0.0% of portfolio›$380.0K
Robinswood Financial LLC3,341
0.1% of portfolio›$380.9K
Washington Trust Bank3,275
0.0% of portfolio›$371.5K
Forte Asset Management LLC3,250
0.1% of portfolio›$368.7K
Aries Wealth Management3,238
0.1% of portfolio›$367.3K
Tempo Wealth, LLC3,234
0.0% of portfolio›$366.9K
Schear Investment Advisers, LLC3,234
0.0% of portfolio›$366.9K
United Asset Strategies, Inc.3,180
0.0% of portfolio›$360.8K
Wilmington Savings Fund Society, FSB3,103
0.0% of portfolio›$352.0K
Wealthcare Advisory Partners LLC3,075
0.0% of portfolio›$348.9K
United Advisor Group, LLC3,013
0.0% of portfolio›$341.8K
Fluent Financial, LLC2,863
0.1% of portfolio›$324.8K
Smithbridge Asset Management Inc2,830
0.0% of portfolio›$321.0K
TopTier Wealth Management, LLC2,811
0.2% of portfolio›$318.9K
Cornerstone Wealth Group, LLC2,809
0.0% of portfolio›$318.7K
Friday Financial2,766
0.1% of portfolio›$313.7K
Walkner Condon Financial Advisors LLC2,716
0.0% of portfolio›$308.1K
Oath Planning, LLC2,706
0.2% of portfolio›$307.0K
Frederick Financial Consultants, LLC2,638
0.1% of portfolio›$299.3K
Stablepoint Partners, LLC2,632
0.0% of portfolio›$298.5K
First National Trust Co2,611
0.0% of portfolio›$296.2K
Portfolio Resources Advisor Group, Inc.2,598
0.2% of portfolio›$294.7K
BAR Harbor Wealth Management2,582
0.0% of portfolio›$292.9K
First United Bank & Trust2,574
0.1% of portfolio›$292.0K
Alchemi Wealth, LLC2,572
0.1% of portfolio›$291.8K
Busey Bank2,563
0.0% of portfolio›$290.7K
Steinberganna Wealth Management2,562
0.1% of portfolio›$290.6K
Freedom Day Solutions, LLC2,528
0.1% of portfolio›$286.8K
Charles Schwab Trust Co2,519
0.0% of portfolio›$285.8K
Flagstone Financial Management2,463
0.1% of portfolio›$279.4K
Creative Financial Designs Inc2,433
0.0% of portfolio›$276.0K
Lanark Financial, Inc.2,423
0.0% of portfolio›$274.9K
Value Partners Investments Inc.2,350
0.0% of portfolio›$267.4K
Wealth Advisory Solutions, LLC2,333
0.1% of portfolio›$264.7K
Associated Banc-Corp2,329
0.0% of portfolio›$264.2K
Americana Partners, LLC2,310
0.0% of portfolio›$262.0K
Flagship Harbor Advisors, LLC2,309
0.0% of portfolio›$261.9K
Viewpoint Investment Partners Corp2,300
0.1% of portfolio›$260.9K
Heck Capital Advisors, LLC2,292
0.0% of portfolio›$260.0K
Alhambra Investment Management LLC2,275
0.1% of portfolio›$258.1K
Riggs Asset Managment Co. Inc.2,269
0.0% of portfolio›$257.4K
Signal Advisors Wealth, LLC2,245
0.0% of portfolio›$254.6K
Capstone Wealth Management, LLC2,209
0.1% of portfolio›$250.6K
Sachem Hill LLC2,204
0.0% of portfolio›$250.0K
Chemistry Wealth Management LLC2,182
0.0% of portfolio›$247.5K
Arista Wealth Management, LLC2,180
0.0% of portfolio›$247.2K
JGP Wealth Management, LLC2,178
0.0% of portfolio›$247.1K
Concord Wealth Partners2,134
0.0% of portfolio›$242.1K
Oppenheimer & Co Inc2,130
0.0% of portfolio›$241.6K
Wealth Enhancement Trust Services, Inc.2,120
0.0% of portfolio›$240.5K
Flagstar Securities, Inc2,117
0.1% of portfolio›$240.1K
Cannon Advisors, Inc.2,106
0.1% of portfolio›$239.1K
Silverlake Wealth Management LLC2,095
0.0% of portfolio›$237.7K
Avalon Advisory Group2,094
0.1% of portfolio›$237.5K
15 Wealth Advisors LLC2,076
0.1% of portfolio›$235.4K
Valley Wealth Managers, Inc.2,055
0.0% of portfolio›$233.2K
Ignite Planners, LLC2,049
0.0% of portfolio›$232.4K
Guidance Capital, Inc2,036
0.1% of portfolio›$234.2K
Cullen T Bankers, Inc.2,029
0.0% of portfolio›$230.2K
Transmarket Holdings LP2,000
0.1% of portfolio›$226.9K
Sather Financial Group Inc1,898
0.0% of portfolio›$215.3K
Accurate Wealth Management, LLC1,822
0.0% of portfolio›$206.9K
Hardin Capital Partners, LLC1,802
0.1% of portfolio›$204.4K
B. Riley Wealth Advisors, Inc.1,796
0.0% of portfolio›$203.7K
West Paces Advisors Inc.1,787
0.0% of portfolio›$202.7K
Morling Financial Advisors, LLC1,743
0.1% of portfolio›$197.7K
Investors Research Corp1,699
0.0% of portfolio›$192.7K
Bfsg, LLC1,653
0.0% of portfolio›$187.5K
Canton Hathaway, LLC1,610
0.0% of portfolio›$182.6K
Wolff Wiese Magana LLC1,578
0.1% of portfolio›$179.0K
Ashton Thomas Securities, LLC1,411
0.0% of portfolio›$156.5K
Y.D. More Investments Ltd1,300
0.0% of portfolio›$147.5K
1620 Investment Advisors, Inc.1,136
0.1% of portfolio›$128.9K
GHP Investment Advisors, Inc.1,073
0.0% of portfolio›$121.7K
Jcic Asset Management Inc.1,000
0.0% of portfolio›$113.4K
Parallel Advisors, LLC926
0.0% of portfolio›$105.1K
Eastern Bank870
0.0% of portfolio›$98.7K
Pinnacle Wealth Planning Services, Inc.849
0.0% of portfolio›$96.3K
Elevated Capital Advisors, LLC714
0.0% of portfolio›$81.0K
Archer Investment Corp671
0.0% of portfolio›$76.1K
Trust Co of Vermont650
0.0% of portfolio›$73.7K
Weaver Capital Management LLC647
0.0% of portfolio›$73.4K
Gen-Wealth Partners Inc619
0.0% of portfolio›$70.2K
Nemes Rush Group LLC594
0.0% of portfolio›$67.4K
BankChampaign, National Association455
0.0% of portfolio›$51.6K
Triumph Capital Management447
0.0% of portfolio›$50.7K
Blue Trust, Inc.436
0.0% of portfolio›$49.4K
Pension & Wealth Management Advisors, Inc.428
0.0% of portfolio›$48.6K
Ares Financial Consulting, LLC414
0.0% of portfolio›$47.0K
Pioneer Family Office, LLC404
0.0% of portfolio›$45.8K
Hanson & Doremus Investment Management365
0.0% of portfolio›$41
Cherry Tree Wealth Management, LLC343
0.0% of portfolio›$38.9K
Nvwm, LLC335
0.0% of portfolio›$38.0K
Smallwood Wealth Investment Management, LLC307
0.0% of portfolio›$34.8K
Cape Investment Advisory, Inc.296
0.0% of portfolio›$33.6K
AlphaCore Capital LLC268
0.0% of portfolio›$30.4K
Highline Wealth Partners LLC262
0.0% of portfolio›$29.7K
Ascentis Independent Advisors254
0.0% of portfolio›$28.8K
Asset Dedication, LLC238
0.0% of portfolio›$27.0K
Avion Wealth216
0.0% of portfolio›$24
Capital Investment Counsel, Inc204
0.0% of portfolio›$23.1K
Friedenthal Financial202
0.0% of portfolio›$22.9K
Biltmore Family Office, LLC200
0.0% of portfolio›$22.7K
First Horizon Corp173
0.0% of portfolio›$19.6K
Planning Strategies Inc.169
0.0% of portfolio›$19.2K
Farmers & Merchants Investments Inc153
0.0% of portfolio›$17.4K
Breakwater Investment Management152
0.0% of portfolio›$17.2K
Lloyd Advisory Services, Llc.150
0.0% of portfolio›$17.1K
WPG Advisers, LLC142
0.0% of portfolio›$16.1K
Birch Financial Group, LLC142
0.0% of portfolio›$16.1K
American National Bank & Trust141
0.0% of portfolio›$16.0K
Financial Network Wealth Advisors LLC136
0.0% of portfolio›$15.4K
Granite FO LLC133
0.0% of portfolio›$15.1K
Versant Capital Management, Inc131
0.0% of portfolio›$14.9K
Cranbrook Wealth Management, LLC130
0.0% of portfolio›$14.7K
Team Financial Group, LLC127
0.0% of portfolio›$14.4K
Barnes Dennig Private Wealth Management LLC122
0.0% of portfolio›$13.9K
Downshift Financial, LLC105
0.0% of portfolio›$11.9K
EPG Wealth Management LLC99
0.0% of portfolio›$11.2K
Strategic Advocates LLC91
0.0% of portfolio›$10.3K
Barrett & Company, Inc.89
0.0% of portfolio›$10.1K
Transce3nd, LLC87
0.0% of portfolio›$9.9K
Tompkins Financial Corp79
0.0% of portfolio›$9.0K
Mcdonald Partners LLC74
0.0% of portfolio›$8.4K
Reicon Wealth Advisors, LLC63
0.0% of portfolio›$7.1K
Root Financial Partners, LLC60
0.0% of portfolio›$6.8K
Foster Dykema Cabot & Partners, LLC57
0.0% of portfolio›$6.5K
Gamma Investing LLC55
0.0% of portfolio›$6.2K
Caldwell Trust Co50
0.0% of portfolio›$5.7K
Provident Wealth Management, LLC50
0.0% of portfolio›$5.7K
First Bancorp, Inc49
0.0% of portfolio›$5.6K
Community Financial Services Group, LLC46
0.0% of portfolio›$5.2K
Richardson Financial Services Inc.36
0.0% of portfolio›$4.1K
Main Street Group, LTD28
0.0% of portfolio›$3.2K
Nvest Wealth Strategies, Inc.26
0.0% of portfolio›$3.0K
Albion Financial Group24
0.0% of portfolio›$2.7K
Quest 10 Wealth Builders, Inc.24
0.0% of portfolio›$2.7K
Rosenberg Matthew Hamilton23
0.0% of portfolio›$2.6K
IMG Wealth Management, Inc.19
0.0% of portfolio›$2.1K
Birchwood Financial Partners, Inc.18
0.0% of portfolio›$2.0K
Nova Financial LLC14
0.0% of portfolio›$1.6K
Balance Wealth Partners LLC14
0.0% of portfolio›$1.5K
Key Capital Management, Inc10
0.0% of portfolio›$1.1K
Edgemoor Investment Advisors, Inc.10
0.0% of portfolio›$1.1K
Godsey & Gibb, Inc9
0.0% of portfolio›$1.0K
Spurstone Advisory Services, LLC8
0.0% of portfolio›$907
Murphy & Mullick Capital Management Corp7
0.0% of portfolio›$0
William Mack & Associates, Inc.7
0.0% of portfolio›$795
Independence Bank of Kentucky3
0.0% of portfolio›$340
Dhjj Financial Advisors, Ltd.2
0.0% of portfolio›$227
MassMutual Private Wealth & Trust, FSB0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Assetmark, Inc
4,856,733$550.9M0.9%ETFLowConcord, CA2026-10-21
Bank Julius Baer & Co. Ltd, Zurich
2,498,166$283.5M0.7%GrowthMediumZurich, Switzerland2026-10-29
Truist Financial Corp
1,803,968$204.6M0.2%CoreLowCharlotte, NC2026-10-30
Facet Wealth, Inc.
1,501,796$170.4M2.1%IndexVery LowWest Palm Beach, FL2026-11-04
Creative Planning
1,135,328$128.8M0.1%IndexVery LowOverland Park, KS2026-11-02
WestEnd Advisors, LLC
1,127,424$127.9M2.8%ETFMediumCharlotte, NC2026-10-27
Evergreen Capital Management LLC
924,993$104.9M1.9%GARPMediumBellevue, WA2026-10-23
Wealth Enhancement Advisory Services, LLC
824,753$90.3M0.1%CoreLowPlymouth, MN2026-10-13
Cantor Fitzgerald Investment Advisors L.P.
756,408$85.8M4.7%YieldLowNew York, NY2026-10-21
Strategic Point Investment Advisors, LLC
677,300$76.8M10.0%ETFVery LowProvidence, RI2026-10-29
OpenArc Corporate Advisory, LLC
618,496$70.2M0.8%GrowthLowAtlanta, GA2026-10-21
Sagespring Wealth Partners, LLC
563,597$63.9M1.0%ETFLowFranklin, TN2026-10-22
Keybank National Association
429,146$48.7M0.2%CoreLowBrooklyn, OH2026-11-04
3Edge Asset Management, LP
405,486$46.0M2.0%ETFMediumNaples, FL2026-10-30
Watchman Group, Inc.
387,270$43.9M10.1%ETFLowPlano, TX2026-10-16
Willis Johnson Wealth, Inc.
377,691$42.8M2.4%ETFLowHouston, TX2026-11-03
TD Private Client Wealth LLC
374,707$42.5M0.8%ETFLowNew York, NY2026-10-28
New Harbor Financial Group, LLC
309,165$35.1M5.2%ETFMediumWorcester, MA2026-10-22
DT Investment Partners, LLC
270,970$30.7M2.2%ETFVery LowChadds Ford, PA2026-10-27
MBL Wealth, LLC
269,232$30.5M1.8%ETFLowCharlotte, NC2026-10-22
School Employees Retirement Board of Ohio
246,924$28.0M8.3%ETFN/AColumbus, OH2026-10-22
Ddfg, Inc
241,710$27.4M5.4%ETFLowThousand Oaks, CA2026-10-15
Cambridge Investment Research Advisors, Inc.
240,784$27.3K0.0%ETFLowFairfield, IA2026-11-02
Blueprint Investment Partners LLC
237,667$27.0M2.2%ETFMediumGreensboro, NC2026-10-28
Commonwealth Equity Services, LLC
230,093$26.1M0.0%ETFLowWaltham, MA2026-11-02
Hoese & Co LLP
227,218$25.8M17.0%ETFLowGlencoe, MN2026-10-21
Jmac Enterprises LLC
219,696$24.9M4.2%ETFVery LowNewtown, PA2026-10-30
Acropolis Investment Management, LLC
208,079$23.6M0.9%ETFLowSt. Louis, MO2026-10-08
Concurrent Investment Advisors, LLC
190,124$21.6M0.1%GrowthMediumTampa, FL2026-10-16
Independence Financial Advisors, LLC
184,973$21.0M5.3%ETFMediumFranklin, NH2026-10-08
Allspring Global Investments Holdings, LLC
184,080$20.9M0.0%CoreMediumCharlotte, NC2026-11-04
Armstrong Advisory Group, Inc
178,126$20.2M1.2%ETFHighNeedham, MA2026-10-09
Blueprint Financial Advisors LLC
168,367$19.1M2.0%GARPMediumGreensboto, NC2026-10-28
Global Trust Asset Management, LLC
168,154$19.1M5.9%GrowthMediumPalm Beach Gardens, FL2026-10-19
Citizens Financial Group Inc
148,794$16.9M0.2%GrowthLowProvidence, RI2026-10-23
Paulson Wealth Management Inc.
145,442$16.5M3.4%ETFLowWest Palm Beach, FL2026-11-02
ETF Portfolio Partners, Inc.
140,704$16.0M4.0%ETFVery LowLeawood, KS2026-10-22
Capital Investment Services of America, Inc.
137,722$15.6M1.4%GrowthLowMilwaukee, WI2026-11-02
Mirabaud & Cie SA
135,361$15.4M5.9%GrowthLowGeneva, Switzerland2026-10-27
Courier Capital LLC
131,020$14.9M0.7%ETFLowBuffalo, NY2026-10-19
MBM Wealth Consultants, LLC
119,476$13.6M2.5%ETFVery LowChesterfield, MO2026-10-20
Cordoba Advisory Partners LLC
118,483$13.4M1.7%ETFMediumNew York, NY2026-10-19
Bond & Devick Financial Network, Inc.
117,425$13.3M3.2%ETFVery LowSt. Louis Park, MN2026-10-23
One Day In July LLC
110,530$12.5M0.9%ETFVery LowBurlington, VT2026-10-30
McKinley Carter Wealth Services, Inc.
109,421$12.4M0.6%ETFMediumWheeling, WV2026-10-16
Eley Financial Management, Inc
107,043$12.1M4.0%ETFVery LowSouth Burlington, VT2026-11-03
Woodmont Investment Counsel LLC
106,328$12.1M0.6%GARPVery LowNashville, TN2026-10-29
Farther Finance Advisors, LLC
105,521$12.0M0.1%IndexLowSan Francisco, CA2026-10-08
Boltwood Capital Management
101,696$11.5M2.6%ETFVery LowWalnut Creek, CA2026-10-02
RCS Financial Planning, LLC
97,347$11.0M6.0%ETFMediumAnnapolis, MD2026-10-14
Mirae Asset Global Investments Co., Ltd.
97,252$11.0M0.0%GrowthLowSeoul, Malaysia2026-11-03
CFS Investment Advisory Services, LLC
93,523$10.6M0.7%ETFMediumTotowa, NJ2026-10-19
First Financial Bank - Trust Division
92,461$10.5M0.8%CoreLowHamilton, OH2026-10-01
Pictet Asset Management Holding SA
91,500$10.4M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Values First Advisors, Inc.
89,338$10.1M4.8%CoreMediumJohnson City, TN2026-10-23
Wealthcare Capital Management LLC
89,223$10.1M1.1%ETFVery LowRichmond, VA2026-10-21
Diversify Wealth Management, LLC
86,548$9.9M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
86,548$9.9M0.1%GrowthLowSandy, UT2026-10-20
Surience Private Wealth LLC
86,346$9.8M9.4%ETFVery HighYakima, WA2026-10-16
Lido Advisors, LLC
85,473$9.7M0.0%GrowthLowLos Angeles, CA2026-11-04
Kestra Private Wealth Services, LLC
85,283$9.7M0.1%GrowthLowAustin, TX2026-10-30
Premier Path Wealth Partners, LLC
84,170$9.5M1.1%GrowthMediumMadison, NJ2026-10-16
Tanglewood Wealth Management, Inc.
83,874$9.5M0.8%ETFMediumHouston, TX2026-10-23
Citigroup Inc
83,038$9.4M0.0%CoreMediumNew York, NY2026-11-04
Foundry Financial Group, Inc.
80,604$9.1M3.8%ETFLowLaconia, NH2026-10-28
Proathlete Wealth Management LLC
80,151$9.1M2.0%ETFVery LowBoca Raton, FL2026-10-15
Foronjy Financial LLC
77,746$8.8M3.1%ETFLowLos Osos, CA2026-10-14
Community Trust & Investment Co
75,652$8.6M0.4%CoreLowLexington, KY2026-10-15
Patten & Patten Inc
74,030$8.4M0.4%CoreLowChattanooga, TN2026-10-26
BayBridge Capital Group, LLC
74,006$8.4M4.4%GARPMediumLivermore, CA2026-10-13
Benchmark Financial, LLC
72,280$8.2M6.3%ETFVery LowWilmington, DE2026-10-16
Maltin Wealth Management, Inc.
70,645$8.0M2.6%ETFMediumRidgewood, NJ2026-10-13
Midwest Professional Planners, Ltd.
69,231$7.9M1.6%GrowthMediumWausau, WI2026-10-29
PFG Advisors
68,585$7.8M0.4%ETFMediumPhoenix, AZ2026-10-16
Prospera Financial Services Inc
65,963$7.6M0.1%CoreMediumDallas, TX2026-11-04
Camden National Bank
65,649$7.4M1.0%CoreVery LowCamden, ME2026-11-02
Great Diamond Partners, LLC
64,576$7.3M1.2%CoreMediumPortland, ME2026-10-13
D.A. Davidson & Co.
64,532$7.3M0.0%CoreLowGreat Falls, MT2026-10-28
James Investment Research, Inc.
62,094$7.0M0.8%CoreLowAlpha, OH2026-10-22
4J Wealth Management LLC
61,637$7.0M3.2%ETFMediumMclean, VA2026-11-02
InTrack Investment Management Inc
61,088$6.9M3.3%GrowthMediumSouth Burlington, VT2026-10-15
Procyon Advisors, LLC
60,655$6.9M0.3%CoreVery LowShelton, CT2026-10-21
Frontier Asset Management, LLC
60,597$6.9M1.3%ETFLowSheridan, WY2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
60,316$6.8M0.1%ETFLowMinneapolis, MN2026-10-14
Centerline Wealth Advisors, LLC
60,256$6.8M2.1%ETFHighLouisville, KY2026-10-15
MFA Wealth Services
56,715$6.4M3.8%ETFLowThousand Oaks, CA2026-10-14
Atria Investments, Inc
55,907$6.3M0.1%CoreMediumCharlotte, NC2026-10-15
Whalen Wealth Management Inc.
55,584$6.3M2.7%GrowthHighLas Vegas, NV2026-10-08
Blue Fin Capital, Inc.
55,579$6.3M0.9%GrowthVery LowWarren, RI2026-10-28
AmeriServ Wealth Advisors
54,525$6.2M4.9%ETFVery LowJohnstown, PA2026-10-21
Strategic Blueprint, LLC
53,634$6.1M0.3%ETFLowAtlanta, GA2026-10-22
Semitam Bonam LLC
51,998$5.9M4.1%ETFVery LowGoshen, NY2026-10-27
Center For Asset Management LLC
50,386$5.7M2.6%ETFMediumPalm Beach Gardens, FL2026-10-16
Rinkey Investments
49,646$5.6M1.4%ETFLowSan Diego, CA2026-10-28
Davenport & Co LLC
48,886$5.5M0.0%CoreMediumRichmond, VA2026-10-14
Kestra Advisory Services, LLC
48,569$5.5M0.0%CoreLowAustin, TX2026-11-02
Tennessee Valley Asset Management Partners
48,177$5.5M0.6%ETFLowKnoxville, TN2026-11-03
Compass Financial Group, Inc. (Ohio)
47,903$5.4M3.6%ETFMediumDublin, OH2026-10-19
Pinnacle Associates LTD
47,249$5.4M0.1%CoreLowNew York, NY2026-10-20
Trilogy Capital Inc.
46,826$5.3M0.2%ETFMediumIrvine, CA2026-10-20
Aerodigm Wealth, LLC
46,464$5.3M1.8%ETFLowLake Oswego, OR2026-10-16
Monument Capital Management
45,044$5.1M1.1%GARPHighAlexandria, VA2026-10-09
Unique Wealth, LLC
43,275$4.9M0.6%ETFMediumTampa, FL2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
42,185$4.8M0.3%GrowthLowRed Bank, NJ2026-10-23
Gladwyn Financial Advisors, Inc.
41,993$4.8M3.0%ETFVery LowChantilly, VA2026-10-05
Dynamic Advisor Solutions LLC
41,105$4.7M0.1%ETFLowPhoenix, AZ2026-10-13
Robertson Stephens Wealth Management, LLC
38,189$4.3M0.1%ETFMediumSan Francisco, CA2026-10-16
Vision Capital Management, Inc.
36,844$4.2M0.5%CoreVery LowPortland, OR2026-10-20
Exchange Traded Concepts, LLC
36,504$4.1M0.0%GrowthMediumOklahoma City, OK2026-10-28
Christensen, King & Associates Investment Services, Inc.
36,428$4.1M1.5%ETFVery LowRichland, WA2026-10-22
Ascent Group, LLC
34,909$4.0M0.1%CoreLowVirginia Beach, VA2026-10-30
IFP Advisors, Inc
34,755$3.9M0.1%GrowthLowTampa, FL2026-10-16
Shelton Wealth Management, LLC
34,427$3.9M1.5%GrowthMediumFort Worth, TX2026-10-16
Spartan Planning & Wealth Management
33,236$3.8M2.5%GrowthHighGreensboro, NC2026-10-13
Daymark Wealth Partners, LLC
32,707$3.7M0.1%CoreLowCincinnati, OH2026-11-04
Entrewealth, LLC
32,471$3.7M1.3%ETFLowAustin, TX2026-10-14
Opus Capital Group, LLC
32,262$3.7K0.0%ETFVery LowCincinnati, OH2026-10-30
Brookstone Capital Management
31,703$3.6M0.0%ETFMediumWheaton, IL2026-10-22
Columbia Bank
29,702$3.4M0.7%GrowthLowLake Oswego, OR2026-10-29
NorthCrest Asset Manangement, LLC
29,297$3.3M0.1%GrowthLowPlymouth, MN2026-10-13
Apella Capital, LLC
29,104$3.3M0.0%ETFVery LowWest Hartford, CT2026-10-08
William Howard & Co Financial Advisors Inc
28,537$3.2M2.6%ETFVery LowMemphis, TN2026-11-04
Endowment Wealth Management, Inc.
28,446$3.2M1.1%ETFMediumAppleton, WI2026-11-03
ETF Store, Inc.
27,025$3.1M2.5%ETFVery LowOverland Park, KS2026-10-19
Cyndeo Wealth Partners, LLC
26,932$3.1M0.1%CoreMediumSt. Petersburg, FL2026-10-16
J2 Capital Management Inc
26,268$3.0M1.9%ETFHighTroy, MI2026-10-19
Union Bancaire Privee, UBP SA
25,917$2.9M0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Maseco LLP
25,868$2.9M0.1%ETFVery LowLondon, United Kingdom2026-10-27
PW Nova Financial Services LLC
25,780$2.9M0.6%ETFLowNewtown, PA2026-10-15
Israel Discount Bank of New York
25,024$2.8M5.1%ETFMediumNew York, NY2026-10-14
Central Pacific Bank - Trust Division
25,015$2.8M0.3%CoreMediumHonolulu, HI2026-10-06
Belleair Asset Management, LLC
24,444$2.8M2.3%ETFVery LowBelleair Bluffs, FL2026-11-03
Cdkv Holdings LLC
24,181$2.7M2.1%ETFMediumDenver, CO2026-10-28
Magnus Financial Group LLC
23,938$2.7M0.2%ETFLowNew York, NY2026-10-21
Chesley Taft & Associates LLC
23,907$2.7M0.1%CoreLowChicago, IL2026-10-13
Capital Investment Advisory Services, LLC
23,746$2.7M0.2%CoreMediumRaleigh, NC2026-10-30
Axxcess Wealth Management, LLC
23,665$2.7M0.1%CoreLowCarlsbad, CA2026-10-21
Pacific Park Financial, Inc.
23,178$2.6M1.6%ETFMediumLagina Hills, CA2026-10-13
Perigon Wealth Management, LLC
22,930$2.6M0.0%GrowthLowSan Francisco, CA2026-10-22
Robinson Value Management, Ltd.
22,879$2.6M1.4%YieldHighSan Antonio, TX2026-10-20
Avidian Wealth Enterprises, LLC
22,553$2.6M0.1%ETFLowHouston, TX2026-10-08
GC Wealth Management RIA, LLC
22,100$2.5M0.1%GrowthMediumCambridge, MA2026-11-02
Legacy Wealth Partners, LLC
22,028$2.5M0.5%ETFHighLakewood, CO2026-10-15
Beacon Bank & Trust
21,452$2.4M0.5%CoreMediumBoston, MA2026-10-27
Signature Estate & Investment Advisors LLC
21,439$2.4M0.0%ETFMediumLos Angeles, CA2026-10-13
Eagle Strategies LLC
20,905$2.4M0.2%ETFLowNew York, NY2026-10-16
MFA Wealth Advisors, LLC
20,852$2.4M0.4%ETFMediumPittsburgh, PA2026-10-07
Arrien Investments, Inc.
20,153$2.3M1.2%ETFLowBoise, ID2026-10-30
AUA Capital Management, LLC
19,271$2.2M1.0%ETFVery LowMechanicsburg, PA2026-10-15
Conning Inc.
19,236$2.2M0.1%CoreMediumHartford, CT2026-10-27
Ridgepath Capital Management LLC
19,133$2.2M1.2%ETFHighKnoxville, TN2026-10-29
Higgins & Schmidt Wealth Strategies LLC
19,098$2.2M0.9%ETFLowDenver, CO2026-10-26
Mariner Investment Group LLC
18,461$2.1M0.4%ETFHighNew York, NY2026-11-04
Resonant Capital Advisors, LLC
18,225$2.1M0.1%ETFLowMadison, WI2026-10-15
MGO One Seven LLC
18,114$2.1M0.0%GrowthLowBeachwood, OH2026-10-28
Verdence Capital Advisors LLC
17,412$2.0M0.1%CoreMediumHunt Valley, MD2026-10-26
Welch Group, LLC
16,916$1.9M0.1%CoreVery LowBirmingham, AL2026-10-29
Balefire, LLC
16,787$1.9M0.3%ETFMediumDallas, TX2026-10-09
Royal Fund Management, LLC
16,735$1.9M0.2%GrowthMediumLady Lake, FL2026-10-22
MY Wealth Management Inc.
16,559$1.9M1.4%ETFVery HighGermantown, MD2026-10-21
Brian LOW Financial Group, LLC
16,357$1.9M1.0%CoreMediumBaton Rouge, LA2026-10-28
StoneX Group Inc.
15,797$1.8M0.1%ETFMediumNew York, NY2026-11-03
TFB Advisors LLC
15,710$1.8M0.7%ETFLowOverland Park, KS2026-11-02
Greenspring Advisors, LLC
15,679$1.8M0.1%ETFVery LowTowson, MD2026-11-05
Twele Capital Management, Inc.
15,476$1.8M0.3%ETFVery LowMinnetonka, MN2026-10-13
Laurel OAK Wealth Management, LLC
15,432$1.8M0.2%GrowthLowMarlton, NJ2026-10-19
HCR Wealth Advisors
14,876$1.7M0.1%GrowthLowLos Angeles, CA2026-10-15
RKL Wealth Management LLC
14,822$1.7M0.1%ETFVery LowLancaster, PA2026-10-16
LightSquare Wealth Management, LLC
14,659$1.7M1.1%ETFN/ABingham Farms, MI2026-11-03
Waystone Advisors LLC
14,113$1.7M1.2%ETFLowRedmond, WA2026-10-16
Visionary Wealth Advisors
13,982$1.6M0.1%ETFLowO'Fallon, IL2026-11-04
Oppenheimer Asset Management Inc.
13,466$1.5M0.0%CoreMediumNew York, NY2026-10-27
E&G Advisors, LLC
13,437$1.5M0.3%ETFVery LowHouston, TX2026-10-13
Burke & Herbert Bank & Trust Co
13,332$1.5M0.4%CoreVery LowAlexandria, VA2026-11-02
Atwood & Palmer Inc
13,220$1.5M0.1%CoreVery LowKansas City, MO2026-10-08
Sowell Financial Services LLC
13,123$1.5M0.0%CoreLowNorth Little Rock, AR2026-10-23
Investment Research Partners LLC
13,081$1.5M0.5%CoreLowLemont, PA2026-10-19
Vise Technologies, Inc.
12,973$1.5M0.0%IndexLowNew York, NY2026-10-29
Tred Avon Family Wealth, LLC
12,954$1.5M0.4%CoreLowEaston, MD2026-10-20
Emprise Bank
12,732$1.4M0.6%ETFVery LowWichita, KS2026-10-07
Regatta Capital Group, LLC
12,665$1.4M0.2%ETFLowEl Segundo, CA2026-10-23
SevenBridge Financial Group, LLC
12,564$1.4M0.2%CoreLowHarrisburg, PA2026-10-26
PKS Advisory Services, LLC
12,431$1.5M0.2%ETFMediumAlbany, NY2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
12,394$1.4M0.0%GrowthVery LowSeattle, WA2026-10-27
Legacy Private Trust Co.
12,135$1.4M0.1%ETFLowNeenah, WI2026-10-06
Cogent Strategic Wealth LLC
11,959$1.4M1.3%ETFLowChicago, IL2026-10-22
Spire Wealth Management
11,701$1.3M0.0%GrowthMediumMclean, VA2026-10-30
Penobscot Investment Management Company, Inc.
11,672$1.3M0.1%GrowthLowBoston, MA2026-10-26
Stronghold Wealth Management L.L.C.
11,597$1.3M1.8%CoreLowTampa, FL2026-10-16
TD Waterhouse Canada Inc.
10,992$1.2M0.0%CoreLowToronto, Australia2026-10-16
Traphagen Investment Advisors LLC
10,921$1.2M0.1%ETFLowOradell, NJ2026-10-14
Sanchez Gaunt Capital Management, LLC
10,897$1.2M0.7%ETFN/AReno, NV2026-11-03
Omni 360 Wealth, Inc.
10,854$1.2M0.6%ETFLowPlainsboro, NJ2026-10-13
Montecito Bank & Trust
10,699$1.2M0.2%GrowthVery LowSanta Barbara, CA2026-10-01
Elevation Point Wealth Partners, LLC
10,486$1.2M0.0%CoreHighDenver, CO2026-11-05
Algorithmic Investment Models, LLC
10,291$1.2M1.4%ETFHighBoston, MA2026-11-04
Oak Grove Capital LLC
10,200$1.2M0.1%Agg GrowthLowHolderness, NH2026-10-09
RFG Advisory, LLC
10,187$1.2M0.0%ETFMediumBirmingham, AL2026-11-03
L.K. Benson & Company, P.C.
10,149$1.2M0.3%YieldVery LowTimonium, MD2026-10-23
Nolet Wealth Management, LLC
9,987$1.1M0.6%ETFMediumFort Worth, TX2026-10-15
Bryn Mawr Trust Advisors, LLC
9,918$1.1M0.0%CoreLowPhiladelphia, PA2026-11-04
Martin Capital Partners, LLC
9,762$1.1M0.4%YieldLowEugene, OR2026-10-07
Cadinha & Co LLC
9,752$1.1M0.2%GrowthLowHonolulu, HI2026-10-22
Stonehaven Wealth & TAX Solutions, LLC
9,627$1.1M1.0%ETFLowAppleton, WI2026-10-22
J. Safra Sarasin Holding AG
9,485$1.1M0.0%CoreMediumBasel, Switzerland2026-10-26
Bigelow Investment Advisors, LLC
9,230$1.0M0.4%ETFLowPortland, ME2026-10-13
Fiduciary Alliance LLC
9,187$1.0M0.1%CoreMediumGreenville, SC2026-10-13
Core Wealth Partners LLC
9,118$1.0M0.4%GrowthLowSanta Rosa, CA2026-11-02
Simplicity Wealth,LLC
9,053$1.0M0.0%ETFLowSummit, NJ2026-10-23
M Holdings Securities, Inc.
9,031$1.0K0.0%ETFHighPortland, OR2026-11-03
Ashton Thomas Private Wealth, LLC
8,645$980.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Kaufman Rossin Wealth, LLC
8,601$975.7K0.4%ETFLowMiami, FL2026-10-19
Fifth Third Securities, Inc.
8,555$970.5K0.0%ETFLowCincinnati, OH2026-10-21
Analyst IMS Investment Management Services Ltd.
8,429$956.0K0.0%ETFLowTel-Aviv, Luxembourg2026-11-05
Invested Advisors
8,148$924.3K0.8%CoreMediumState College, PA2026-10-23
Alliance Private Wealth, LLC
8,085$917.2K0.3%ETFVery LowNorth Reading, MA2026-10-20
Silvia Mccoll Wealth Management, LLC
7,951$901.9K0.5%CoreVery LowSan Diego, CA2026-10-07
GenWealth Group, Inc.
7,925$899.0K0.1%ETFMediumMaplewood, NJ2026-10-16
Conrad Siegel Investment Advisors, Inc.
7,735$877.4K0.1%ETFLowHarrisburg, PA2026-10-08
Blue Capital, Inc.
7,692$872.5K0.5%CoreHighOmaha, NE2026-10-13
Edge Wealth Management LLC
7,650$867.1K0.1%CoreLowNew York, NY2026-10-13
Able Financial Group, LLC
7,632$865.8K0.1%ETFLowScottsdale, AZ2026-10-14
Koa Wealth Management, LLC
7,631$865.7K0.6%CoreLowEncinitas, CA2026-10-14
HMV Wealth Advisors, LLC
7,630$865.5K0.3%ETFVery LowShreveport, LA2026-10-27
Founders Grove Wealth Partners, LLC
7,583$860.2K0.2%ETFLowRichmond, VA2026-10-16
Choreo, LLC
7,488$849.5K0.0%IndexLowRockford, IL2026-10-28
Krilogy Financial LLC
7,386$838.2K0.0%GrowthLowSt. Louis, MO2026-10-13
Moulton Wealth Management, Inc
7,309$828.9K0.6%ETFVery HighSpokane, WA2026-10-13
Compass Financial Management LLC
7,089$804.2K0.1%CoreN/ATampa, FL2026-10-30
Rockland Trust Co
6,631$752.2K0.0%CoreLowHanover, MA2026-10-05
Studio Investment Management LLC
6,595$748.1K0.1%ETFLowChicago, IL2026-10-22
Crestwood Advisors Group, LLC
6,566$744.8K0.0%GrowthLowBoston, MA2026-10-27
Vontobel Holding Ltd.
6,555$743.6K0.0%CoreMediumZurich, Switzerland2026-10-16
Mascoma Wealth Management LLC
6,191$702.3K0.1%ETFVery LowHanover, NH2026-10-23
Summa Corp.
6,170$699.9K0.1%Agg GrowthLowThe Woodlands, TX2026-10-30
Upper Left Wealth Management, LLC
6,084$690.2K0.4%ETFMediumTampa, FL2026-10-14
EverSource Wealth Advisors, LLC
6,030$684.0K0.0%CoreMediumBirmingham, AL2026-11-04
Leverty Financial Group, LLC
6,004$681.1K0.1%ETFVery LowHudson, WI2026-10-08
Klaas Financial Asset Advisors, LLC
5,986$679.1K0.1%ETFVery LowLoves Park, IL2026-10-19
Cooke Wealth Management, LLC
5,925$672.1K0.6%ETFVery LowIrvine, CA2026-10-13
CogentBlue Wealth Advisors, LLC
5,715$648.3K0.6%ETFLowKnoxville, TN2026-10-09
Asset One Wealth Management LLC
5,645$640.3K0.1%GrowthLowBellevue, WA2026-11-02
Fairvoy Private Wealth, LLC
5,621$637.6K0.1%GrowthMediumBirmingham, AL2026-10-19
Pacific Excel Wealth Advisors, Inc.
5,548$629.4K0.7%ETFHighWalnut Creek, CA2026-10-27
Argus Investors' Counsel, Inc.
5,413$614.1K0.5%MomentumMediumNew York, NY2026-10-09
Asempa Wealth Advisors
5,311$602.3K0.5%ETFLowBaton Rouge, LA2026-10-07
Noble Family Wealth, LLC
5,308$602.1K0.1%ETFVery LowClearwater, FL2026-10-26
Canandaigua National Trust Co of Florida
5,227$593.0K0.3%CoreLowCanandaigua, NY2026-10-07
Bangor Savings Bank
5,225$592.7K0.0%ETFLowBangor, ME2026-10-06
CoreCap Advisors, LLC
5,200$589.9K0.0%ETFMediumSouthfield, MI2026-10-08
Paragon Capital Management Ltd
5,127$581.6K0.1%CoreVery LowDenver, CO2026-10-09
Independent Financial Group, LLC
5,033$570.9K0.0%GrowthLowSan Diego, CA2026-10-13
Montag A & Associates Inc
5,023$569.8K0.0%CoreLowAtlanta, GA2026-10-29
Avail Investment Partners, LLC
4,933$559.6K0.4%CoreMediumLemont, PA2026-10-16
Meitav Investment House LTD
4,841$546.8K0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Midwest Trust Co
4,702$533.4K0.0%CoreLowOverland Park, KS2026-10-22
Partners Wealth Management, LLC
4,643$526.7K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Capital Investment Counsel, LLC
4,613$523.3K0.1%CoreLowDenver, CO2026-10-14
Centennial Wealth Advisory LLC
4,594$521.0K0.1%ETFLowTraverse City, MI2026-10-16
Balboa Wealth Partners
4,588$520.5K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Morton Brown Family Wealth, LLC
4,581$519.7K0.1%ETFVery LowAllentown, PA2026-10-23
Private Trust Co NA
4,550$516.2K0.0%CoreLowCleveland, OH2026-10-20
Compagnie Lombard Odier SCmA
4,513$512.0K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
RMR Wealth Builders
4,500$510.5K0.0%ETFLowMontclair, NJ2026-10-22
Woodward Diversified Capital, LLC
4,466$506.6K0.2%CoreLowBakersfield, CA2026-10-21
MKT Advisors LLC
4,339$492.8K0.2%ETFLowCarlsbad, CA2026-10-20
Banque Pictet & CIE SA
4,324$490.5K0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Obermeyer Wealth Partners
4,316$489.6K0.0%GrowthLowAspen, CO2026-10-21
Firestone Capital Management
4,281$485.6K0.1%ETFVery LowSouth Miami, FL2026-11-03
Argyle Capital Partners, LLC
4,259$483.1K0.3%CoreLowLos Angeles, CA2026-10-23
Rede Wealth, LLC
4,179$474.1K0.2%ValueMediumCharlottesville, VA2026-10-22
Cambiar Investors LLC
4,139$469.5K0.0%ValueMediumDenver, CO2026-11-04
Mather Group, Llc.
4,014$455.4K0.0%ETFMediumChicago, IL2026-10-14
High Probability Advisors, LLC
3,902$442.7K0.0%ETFVery LowPittsford, NY2026-10-19
Stephens Group Asset Management, LLC
3,878$439.9K0.0%ETFVery LowLittle Rock, AR2026-10-09
John W. Brooker & Co., CPAs
3,742$424.5K0.5%ETFMediumOakland, CA2026-10-21
Arkansas Financial Group, Inc.
3,733$423.5K0.1%ETFVery LowLittle Rock, AR2026-10-26
Northwest Wealth Management, LLC
3,652$414.3K0.1%ETFLowSpencer, IA2026-10-30
StoryOne LLC
3,650$414.1K0.2%ETFVery HighOverland Park, KS2026-10-13
StoryOne LLC
3,650$414.1K0.2%ETFVery HighOverland Park, KS2026-10-13
Patten Group, Inc.
3,629$411.7K0.1%CoreLowChattanooga, TN2026-10-26
Kelly Financial Group LLC
3,596$407.9K0.1%ETFLowWethersfield, CT2026-10-16
Etesian Wealth Advisors, Inc.
3,522$399.5K0.1%ETFLowWest Linn, OR2026-10-27
Principle Wealth Partners LLC
3,473$394.0K0.0%CoreVery LowMadison, CT2026-11-02
Stanley-Laman Group, Ltd.
3,453$391.8K0.0%GrowthMediumBerwyn, PA2026-10-20
NBT Bank, N.A.
3,350$380.0K0.0%CoreLowNorwich, NY2026-10-21
Robinswood Financial LLC
3,341$380.9K0.1%ETFVery LowKirkland, WA2026-10-20
Washington Trust Bank
3,275$371.5K0.0%CoreLowSpokane, WA2026-11-03
Forte Asset Management LLC
3,250$368.7K0.1%ETFLowBedford, NY2026-10-13
Aries Wealth Management
3,238$367.3K0.1%CoreVery LowPortland, ME2026-10-23
Tempo Wealth, LLC
3,234$366.9K0.0%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
3,234$366.9K0.0%Agg GrowthMediumCincinnati, OH2026-10-14
United Asset Strategies, Inc.
3,180$360.8K0.0%GrowthLowGarden City, NY2026-10-28
Wilmington Savings Fund Society, FSB
3,103$352.0K0.0%CoreLowWilmington, DE2026-10-23
Wealthcare Advisory Partners LLC
3,075$348.9K0.0%ETFLowWest Chester, PA2026-10-21
United Advisor Group, LLC
3,013$341.8K0.0%ETFLowCincinnati, OH2026-11-03
Fluent Financial, LLC
2,863$324.8K0.1%ETFVery HighDallas, TX2026-10-13
Smithbridge Asset Management Inc
2,830$321.0K0.0%GrowthLowChadds Ford, PA2026-10-19
TopTier Wealth Management, LLC
2,811$318.9K0.2%ETFVery LowMuskego, WI2026-10-16
Cornerstone Wealth Group, LLC
2,809$318.7K0.0%CoreMediumHuntersville, NC2026-11-02
Friday Financial
2,766$313.7K0.1%ETFVery LowDubuque, IA2026-10-09
Walkner Condon Financial Advisors LLC
2,716$308.1K0.0%ETFLowVerona, WI2026-11-02
Oath Planning, LLC
2,706$307.0K0.2%ETFVery LowTulsa, OK2026-10-20
Frederick Financial Consultants, LLC
2,638$299.3K0.1%ETFVery LowFrederick, MD2026-10-29
Stablepoint Partners, LLC
2,632$298.5K0.0%CoreLowBraintree, MA2026-11-03
First National Trust Co
2,611$296.2K0.0%GrowthLowJohnstown, PA2026-10-28
Portfolio Resources Advisor Group, Inc.
2,598$294.7K0.2%ETFMediumCoral Gables, FL2026-10-20
BAR Harbor Wealth Management
2,582$292.9K0.0%CoreLowConcord, NH2026-10-21
First United Bank & Trust
2,574$292.0K0.1%CoreLowOakland, MD2026-10-22
Alchemi Wealth, LLC
2,572$291.8K0.1%CoreLowEssex, CT2026-11-04
Busey Bank
2,563$290.7K0.0%GrowthVery LowUrbana, IL2026-10-26
Steinberganna Wealth Management
2,562$290.6K0.1%ETFLowHuntington, NY2026-10-23
Freedom Day Solutions, LLC
2,528$286.8K0.1%CoreLowHouston, TX2026-10-20
Charles Schwab Trust Co
2,519$285.8K0.0%ETFLowHenderson, NV2026-10-15
Flagstone Financial Management
2,463$279.4K0.1%ETFVery LowLincoln, NE2026-11-05
Creative Financial Designs Inc
2,433$276.0K0.0%ETFMediumKokomo, IN2026-11-04
Lanark Financial, Inc.
2,423$274.9K0.0%CoreMediumBirmingham, AL2026-10-26
Value Partners Investments Inc.
2,350$267.4K0.0%ValueMediumWinnipeg, Argentina2026-10-19
Wealth Advisory Solutions, LLC
2,333$264.7K0.1%ETFLowZionsville, IN2026-10-20
Associated Banc-Corp
2,329$264.2K0.0%CoreLowGreen Bay, WI2026-10-30
Americana Partners, LLC
2,310$262.0K0.0%CoreMediumHouston, TX2026-10-28
Flagship Harbor Advisors, LLC
2,309$261.9K0.0%ETFMediumBoston, MA2026-10-26
Viewpoint Investment Partners Corp
2,300$260.9K0.1%ValueMediumCalgary, Abu Dhabi2026-10-26
Heck Capital Advisors, LLC
2,292$260.0K0.0%ETFMediumRhinelander, WI2026-10-14
Alhambra Investment Management LLC
2,275$258.1K0.1%CoreLowPalmetto Bay, FL2026-10-15
Riggs Asset Managment Co. Inc.
2,269$257.4K0.0%GrowthMediumDallas, PA2026-11-05
Signal Advisors Wealth, LLC
2,245$254.6K0.0%ETFLowDetroit, MI2026-10-13
Capstone Wealth Management, LLC
2,209$250.6K0.1%ETFLowTuscaloosa, AL2026-11-02
Sachem Hill LLC
2,204$250.0K0.0%ETFVery LowDenver, CO2026-10-14
Chemistry Wealth Management LLC
2,182$247.5K0.0%CoreLowNew York, NY2026-10-16
Arista Wealth Management, LLC
2,180$247.2K0.0%ETFMediumLas Vegas, NV2026-10-29
JGP Wealth Management, LLC
2,178$247.1K0.0%CoreLowBend, OR2026-10-13
Concord Wealth Partners
2,134$242.1K0.0%GrowthLowAbingdon, VA2026-11-02
Oppenheimer & Co Inc
2,130$241.6K0.0%CoreLowNew York, NY2026-10-26
Wealth Enhancement Trust Services, Inc.
2,120$240.5K0.0%GrowthMediumSioux Falls, SD2026-10-07
Flagstar Securities, Inc
2,117$240.1K0.1%ETFVery LowNew York, NY2026-10-15
Cannon Advisors, Inc.
2,106$239.1K0.1%GrowthHighCharlotte, NC2026-10-14
Silverlake Wealth Management LLC
2,095$237.7K0.0%ETFLowWilliston, VT2026-10-21
Avalon Advisory Group
2,094$237.5K0.1%ETFVery LowWexford, PA2026-10-20
15 Wealth Advisors LLC
2,076$235.4K0.1%ETFN/AMundelein, IL2026-10-14
Valley Wealth Managers, Inc.
2,055$233.2K0.0%GARPMediumParamus, NJ2026-10-09
Ignite Planners, LLC
2,049$232.4K0.0%CoreLowSan Clemente, CA2026-10-14
Guidance Capital, Inc
2,036$234.2K0.1%ETFMediumLousville, KY2026-11-03
Cullen T Bankers, Inc.
2,029$230.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Transmarket Holdings LP
2,000$226.9K0.1%Deep ValueVery HighChicago, IL2026-10-27
Sather Financial Group Inc
1,898$215.3K0.0%CoreLowVictoria, TX2026-10-30
Accurate Wealth Management, LLC
1,822$206.9K0.0%CoreMediumWesley Chapel, FL2026-10-20
Hardin Capital Partners, LLC
1,802$204.4K0.1%YieldVery LowGreenville, SC2026-10-09
B. Riley Wealth Advisors, Inc.
1,796$203.7K0.0%GrowthLowMemphis, TN2026-10-13
West Paces Advisors Inc.
1,787$202.7K0.0%ETFLowAtlanta, GA2026-10-13
Morling Financial Advisors, LLC
1,743$197.7K0.1%ETFLowFremont, CA2026-10-28
Investors Research Corp
1,699$192.7K0.0%ETFLowAtlanta, GA2026-10-07
Bfsg, LLC
1,653$187.5K0.0%CoreLowIrvine, CA2026-10-30
Canton Hathaway, LLC
1,610$182.6K0.0%ValueLowProvidence, RI2026-10-23
Wolff Wiese Magana LLC
1,578$179.0K0.1%GrowthLowCarslbad, CA2026-10-15
Ashton Thomas Securities, LLC
1,411$156.5K0.0%ETFMediumRochester, NY2026-10-26
Y.D. More Investments Ltd
1,300$147.5K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
1620 Investment Advisors, Inc.
1,136$128.9K0.1%ValueLowPlymouth, MA2026-11-04
GHP Investment Advisors, Inc.
1,073$121.7K0.0%CoreVery LowDenver, CO2026-10-15
Jcic Asset Management Inc.
1,000$113.4K0.0%GrowthMediumToronto, Australia2026-10-30
Parallel Advisors, LLC
926$105.1K0.0%IndexLowSan Francisco, CA2026-11-03
Eastern Bank
870$98.7K0.0%GrowthMediumBoston, MA2026-10-05
Pinnacle Wealth Planning Services, Inc.
849$96.3K0.0%GARPLowMansfield, OH2026-10-27
Elevated Capital Advisors, LLC
714$81.0K0.0%ETFMediumSandy, UT2026-11-04
Archer Investment Corp
671$76.1K0.0%CoreMediumCarmel, IN2026-11-05
Trust Co of Vermont
650$73.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Weaver Capital Management LLC
647$73.4K0.0%GrowthMediumSuwanee, GA2026-10-15
Gen-Wealth Partners Inc
619$70.2K0.0%CoreLowZeeland, MI2026-11-04
Nemes Rush Group LLC
594$67.4K0.0%CoreVery LowNovi, MI2026-11-04
BankChampaign, National Association
455$51.6K0.0%GrowthMediumChampaign, IL2026-10-19
Triumph Capital Management
447$50.7K0.0%ETFMediumDenver, CO2026-10-14
Blue Trust, Inc.
436$49.4K0.0%ETFLowBrentwood, TN2026-10-15
Pension & Wealth Management Advisors, Inc.
428$48.6K0.0%ETFLowWaltham, MA2026-10-16
Ares Financial Consulting, LLC
414$47.0K0.0%CoreLowCalabasas, CA2026-10-19
Pioneer Family Office, LLC
404$45.8K0.0%ETFMediumNorth Miami Beach, FL2026-10-30
Hanson & Doremus Investment Management
365$410.0%CoreVery LowBurlington, VT2026-10-16
Cherry Tree Wealth Management, LLC
343$38.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
Nvwm, LLC
335$38.0K0.0%GrowthMediumYardley, PA2026-10-14
Smallwood Wealth Investment Management, LLC
307$34.8K0.0%ETFVery LowRed Bank, NJ2026-10-30
Cape Investment Advisory, Inc.
296$33.6K0.0%ETFLowMcdonough, GA2026-10-13
AlphaCore Capital LLC
268$30.4K0.0%ETFLowLa Jolla, CA2026-11-04
Highline Wealth Partners LLC
262$29.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Ascentis Independent Advisors
254$28.8K0.0%ETFLowDallas, TX2026-11-03
Asset Dedication, LLC
238$27.0K0.0%ETFLowSan Francisco, CA2026-11-03
Avion Wealth
216$240.0%ETFLowThe Woodlands, TX2026-11-04
Capital Investment Counsel, Inc
204$23.1K0.0%GrowthVery LowRaleigh, NC2026-10-20
Friedenthal Financial
202$22.9K0.0%ETFHighMarlton, NJ2026-10-27
Biltmore Family Office, LLC
200$22.7K0.0%GrowthLowCharlotte, NC2026-11-03
First Horizon Corp
173$19.6K0.0%CoreLowMemphis, TN2026-10-26
Planning Strategies Inc.
169$19.2K0.0%ETFN/ALancaster, PA2026-10-02
Farmers & Merchants Investments Inc
153$17.4K0.0%CoreVery LowLincoln, NE2026-10-22
Breakwater Investment Management
152$17.2K0.0%ETFLowSeattle, WA2026-10-20
Lloyd Advisory Services, Llc.
150$17.1K0.0%ETFVery HighSuwanee, GA2026-11-02
WPG Advisers, LLC
142$16.1K0.0%CoreLowBaltimore, MD2026-10-27
Birch Financial Group, LLC
142$16.1K0.0%CoreLowKeene, NH2026-10-27
American National Bank & Trust
141$16.0K0.0%CoreVery LowWichita Falls, TX2026-10-07
Financial Network Wealth Advisors LLC
136$15.4K0.0%ETFLowMurray, UT2026-10-28
Granite FO LLC
133$15.1K0.0%GARPVery LowGilford, NH2026-10-14
Versant Capital Management, Inc
131$14.9K0.0%GARPLowPhoenix, AZ2026-10-02
Cranbrook Wealth Management, LLC
130$14.7K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Team Financial Group, LLC
127$14.4K0.0%ETFLowTemecula, CA2026-10-30
Barnes Dennig Private Wealth Management LLC
122$13.9K0.0%CoreLowCincinnati, OH2026-10-30
Downshift Financial, LLC
105$11.9K0.0%ETFLowBoulder, CO2026-10-13
EPG Wealth Management LLC
99$11.2K0.0%GrowthLowAtlanta, GA2026-11-03
Strategic Advocates LLC
91$10.3K0.0%GrowthLowSacramento, CA2026-11-03
Barrett & Company, Inc.
89$10.1K0.0%ETFLowProvidence, RI2026-10-22
Transce3nd, LLC
87$9.9K0.0%GrowthLowBuda, TX2026-10-26
Tompkins Financial Corp
79$9.0K0.0%CoreLowIthaca, NY2026-10-05
Mcdonald Partners LLC
74$8.4K0.0%CoreLowCleveland, OH2026-11-03
Reicon Wealth Advisors, LLC
63$7.1K0.0%ETFLowAtlanta, GA2026-11-04
Root Financial Partners, LLC
60$6.8K0.0%ETFMediumEncinitas, CA2026-10-21
Foster Dykema Cabot & Partners, LLC
57$6.5K0.0%GrowthLowWaltham, MA2026-10-30
Gamma Investing LLC
55$6.2K0.0%IndexVery LowFoster City, CA2026-10-08
Caldwell Trust Co
50$5.7K0.0%GrowthLowVenice, FL2026-10-30
Provident Wealth Management, LLC
50$5.7K0.0%ETFVery LowBrentwood, TN2026-10-20
First Bancorp, Inc
49$5.6K0.0%ValueVery LowDamariscotta, ME2026-10-26
Community Financial Services Group, LLC
46$5.2K0.0%GrowthLowNewport, VT2026-10-15
Richardson Financial Services Inc.
36$4.1K0.0%GrowthMediumMedway, MA2026-10-30
Main Street Group, LTD
28$3.2K0.0%ETFMediumGlen Allen, VA2026-10-28
Nvest Wealth Strategies, Inc.
26$3.0K0.0%ETFVery LowPowell, OH2026-10-14
Albion Financial Group
24$2.7K0.0%GrowthLowSalt Lake City, UT2026-10-21
Quest 10 Wealth Builders, Inc.
24$2.7K0.0%ETFLowFuquay-Varina, VA2026-11-02
Rosenberg Matthew Hamilton
23$2.6K0.0%ETFVery LowGrand Junction, CO2026-10-05
IMG Wealth Management, Inc.
19$2.1K0.0%ETFMediumJacksonville, FL2026-10-27
Birchwood Financial Partners, Inc.
18$2.0K0.0%ETFVery LowBloomington, MN2026-11-02
Nova Financial LLC
14$1.6K0.0%N/AN/ATucson, AZ2026-11-04
Balance Wealth Partners LLC
14$1.5K0.0%ETFMediumWorthington, OH2026-10-27
Key Capital Management, Inc
10$1.1K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Edgemoor Investment Advisors, Inc.
10$1.1K0.0%CoreVery LowBethesda, MD2026-11-03
Godsey & Gibb, Inc
9$1.0K0.0%CoreLowRichmond, VA2026-10-14
Spurstone Advisory Services, LLC
8$9070.0%CoreLowHigganum, CT2026-11-02
Murphy & Mullick Capital Management Corp
7$00.0%GrowthLowSmithtown, NY2026-11-02
William Mack & Associates, Inc.
7$7950.0%ETFLowTroy, MI2026-10-27
Independence Bank of Kentucky
3$3400.0%GrowthLowOwensboro, KY2026-10-26
Dhjj Financial Advisors, Ltd.
2$2270.0%ETFVery LowNaperville, IL2026-10-23
MassMutual Private Wealth & Trust, FSB
0$00.0%CoreLowSpringfield, MA2026-10-05